OneDigital Investment Advisors LLC Diversified Active

CIK: 0001690370 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $10,203,575 (100.0% shares, 0.0% debt)

Holdings (1,503)

New Positions (125)

SYSB ISHARES TR 0.1%
Value ($000) $13,241 Shares 147,519 Est. Cost $89.76 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $10,994 Shares 441,620 Est. Cost $24.89 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $6,596 Shares 271,655 Est. Cost $24.28 Unrealized
IBDU ISHARES TR 0.1%
Value ($000) $5,759 Shares 246,077 Est. Cost $23.40 Unrealized
IBDT ISHARES TR 0.1%
Value ($000) $5,739 Shares 225,470 Est. Cost $25.45 Unrealized
IBDV ISHARES TR 0.1%
Value ($000) $5,482 Shares 248,375 Est. Cost $22.07 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4,793 Shares 69,732 Est. Cost $68.74 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $4,476 Shares 35,364 Est. Cost $126.58 Unrealized
IBDW ISHARES TR 0.0%
Value ($000) $4,465 Shares 211,111 Est. Cost $21.15 Unrealized
IBDX ISHARES TR 0.0%
Value ($000) $4,231 Shares 165,719 Est. Cost $25.53 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $3,932 Shares 87,975 Est. Cost $44.69 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,233 Shares 58,971 Est. Cost $54.83 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,219 Shares 101,599 Est. Cost $31.68 Unrealized
IBDY ISHARES TR 0.0%
Value ($000) $2,741 Shares 104,858 Est. Cost $26.14 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,196 Shares 80,748 Est. Cost $27.20 Unrealized
KBH KB HOME 0.0%
Value ($000) $1,867 Shares 33,093 Est. Cost $61.14 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $1,726 Shares 36,285 Est. Cost $47.56 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,665 Shares 78,418 Est. Cost $21.23 Unrealized
IBMO ISHARES TR 0.0%
Value ($000) $1,502 Shares 58,597 Est. Cost $25.64 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value ($000) $1,373 Shares 97,128 Est. Cost $14.14 Unrealized
IBMP ISHARES TR 0.0%
Value ($000) $1,296 Shares 51,062 Est. Cost $25.39 Unrealized
IBMQ ISHARES TR 0.0%
Value ($000) $1,179 Shares 46,090 Est. Cost $25.57 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $1,159 Shares 17,725 Est. Cost $65.40 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $1,086 Shares 72,408 Est. Cost $15.00 Unrealized
LALT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,071 Shares 47,005 Est. Cost $22.79 Unrealized
VOYG VOYAGER TECHNOLOGIES INC 0.0%
Value ($000) $1,031 Shares 39,443 Est. Cost $27.13 Unrealized 0.0%
RKT ROCKET COS INC 0.0%
Value ($000) $976 Shares 50,424 Est. Cost $17.88 Unrealized 0.0%
FEMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $811 Shares 27,199 Est. Cost $29.80 Unrealized
IBMR ISHARES TR 0.0%
Value ($000) $808 Shares 31,758 Est. Cost $25.43 Unrealized
PSQO PALMER SQUARE FUNDS TRUST 0.0%
Value ($000) $728 Shares 35,304 Est. Cost $20.62 Unrealized
STEN ISHARES TR 0.0%
Value ($000) $703 Shares 27,500 Est. Cost $25.55 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $684 Shares 19,745 Est. Cost $34.65 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $666 Shares 18,694 Est. Cost $35.64 Unrealized
EIPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $652 Shares 24,656 Est. Cost $26.44 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $602 Shares 7,583 Est. Cost $79.45 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $533 Shares 4,326 Est. Cost $123.31 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $484 Shares 16,673 Est. Cost $29.04 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $482 Shares 5,542 Est. Cost $105.07 Unrealized 0.0%
IBTG ISHARES TR 0.0%
Value ($000) $480 Shares 21,001 Est. Cost $22.88 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $466 Shares 3,250 Est. Cost $132.76 Unrealized 0.0%
EMDM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $465 Shares 14,850 Est. Cost $31.34 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $453 Shares 10,903 Est. Cost $41.56 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $435 Shares 1,438 Est. Cost $274.80 Unrealized 0.0%
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $429 Shares 5,730 Est. Cost $74.88 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $421 Shares 30,000 Est. Cost $12.62 Unrealized 0.0%
FTCE FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $413 Shares 16,588 Est. Cost $24.91 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $412 Shares 21,250 Est. Cost $19.39 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $393 Shares 17,511 Est. Cost $22.47 Unrealized
PBFR PGIM ROCK ETF TR 0.0%
Value ($000) $389 Shares 13,300 Est. Cost $29.22 Unrealized
ITAN EA SERIES TRUST 0.0%
Value ($000) $387 Shares 10,460 Est. Cost $37.04 Unrealized
IBTI ISHARES TR 0.0%
Value ($000) $378 Shares 16,915 Est. Cost $22.37 Unrealized
IBTJ ISHARES TR 0.0%
Value ($000) $365 Shares 16,651 Est. Cost $21.94 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $359 Shares 4,742 Est. Cost $75.78 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $359 Shares 7,321 Est. Cost $49.08 Unrealized
IBMS ISHARES TR 0.0%
Value ($000) $357 Shares 13,700 Est. Cost $26.06 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $357 Shares 2,488 Est. Cost $143.33 Unrealized
FDG AMERICAN CENTY ETF TR 0.0%
Value ($000) $352 Shares 2,776 Est. Cost $126.85 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $349 Shares 2,282 Est. Cost $153.02 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $345 Shares 1,672 Est. Cost $206.56 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $330 Shares 4,568 Est. Cost $72.19 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $327 Shares 4,009 Est. Cost $84.91 Unrealized 0.0%
FTXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $322 Shares 9,764 Est. Cost $32.94 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $313 Shares 5,935 Est. Cost $52.80 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $310 Shares 1,276 Est. Cost $301.96 Unrealized 0.0%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $305 Shares 36,345 Est. Cost $8.72 Unrealized 0.0%
GLDM WORLD GOLD TR 0.0%
Value ($000) $293 Shares 3,431 Est. Cost $85.37 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $293 Shares 1,214 Est. Cost $241.24 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $282 Shares 1,298 Est. Cost $218.67 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value ($000) $281 Shares 1,182 Est. Cost $200.29 Unrealized 0.0%
IWY ISHARES TR 0.0%
Value ($000) $277 Shares 1,000 Est. Cost $276.94 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $277 Shares 5,463 Est. Cost $50.65 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $275 Shares 4,287 Est. Cost $64.10 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $274 Shares 1,149 Est. Cost $247.68 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $274 Shares 2,678 Est. Cost $89.46 Unrealized 0.0%
FLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $259 Shares 3,419 Est. Cost $75.76 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $258 Shares 1,331 Est. Cost $171.50 Unrealized 0.0%
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $254 Shares 8,578 Est. Cost $29.61 Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value ($000) $253 Shares 9,825 Est. Cost $25.76 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $250 Shares 4,648 Est. Cost $53.86 Unrealized
BUFP PGIM ROCK ETF TR 0.0%
Value ($000) $250 Shares 8,300 Est. Cost $30.12 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $250 Shares 6,447 Est. Cost $38.74 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $249 Shares 4,909 Est. Cost $50.70 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $245 Shares 1,392 Est. Cost $163.37 Unrealized 0.0%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $245 Shares 2,742 Est. Cost $89.18 Unrealized
DMAX ISHARES TR 0.0%
Value ($000) $243 Shares 9,113 Est. Cost $26.67 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $242 Shares 5,866 Est. Cost $34.79 Unrealized 0.0%
TE T1 ENERGY INC 0.0%
Value ($000) $241 Shares 36,120 Est. Cost $4.41 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $239 Shares 6,059 Est. Cost $35.54 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $237 Shares 4,537 Est. Cost $46.76 Unrealized 0.0%
RING ISHARES INC 0.0%
Value ($000) $234 Shares 3,176 Est. Cost $73.65 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $231 Shares 3,251 Est. Cost $67.18 Unrealized 0.0%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $227 Shares 1,687 Est. Cost $125.75 Unrealized 0.0%
FN FABRINET 0.0%
Value ($000) $226 Shares 497 Est. Cost $435.01 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $223 Shares 1,647 Est. Cost $135.75 Unrealized 0.0%
SLVR SPROTT FDS TR 0.0%
Value ($000) $221 Shares 3,955 Est. Cost $55.79 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $217 Shares 1,656 Est. Cost $117.40 Unrealized 0.0%
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $217 Shares 12,256 Est. Cost $17.69 Unrealized
CRNX CRINETICS PHARMACEUTICALS IN 0.0%
Value ($000) $215 Shares 4,622 Est. Cost $44.52 Unrealized 0.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $215 Shares 3,609 Est. Cost $66.04 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $212 Shares 3,752 Est. Cost $56.62 Unrealized
PLNT PLANET FITNESS INC 0.0%
Value ($000) $212 Shares 1,952 Est. Cost $102.94 Unrealized 0.0%
BSAC BANCO SANTANDER CHILE NEW 0.0%
Value ($000) $210 Shares 6,754 Est. Cost $31.11 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $208 Shares 10,032 Est. Cost $21.38 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value ($000) $208 Shares 8,973 Est. Cost $22.04 Unrealized 0.0%
IAUM ISHARES GOLD TR 0.0%
Value ($000) $207 Shares 4,815 Est. Cost $42.99 Unrealized
WCC WESCO INTL INC 0.0%
Value ($000) $206 Shares 844 Est. Cost $244.94 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $206 Shares 928 Est. Cost $198.37 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $205 Shares 512 Est. Cost $414.24 Unrealized 0.0%
IDNA ISHARES TR 0.0%
Value ($000) $205 Shares 7,835 Est. Cost $26.19 Unrealized
SOLZ VOLATILITY SHS TR 0.0%
Value ($000) $204 Shares 16,045 Est. Cost $12.74 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $203 Shares 1,873 Est. Cost $108.64 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $203 Shares 1,099 Est. Cost $185.35 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $148 Shares 14,796 Est. Cost $14.39 Unrealized 0.0%
ELPC COMPANHIA PARANAENSE DE ENER 0.0%
Value ($000) $132 Shares 13,861 Est. Cost $9.51 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $119 Shares 12,671 Est. Cost $8.48 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $111 Shares 11,965 Est. Cost $9.31 Unrealized
AMCOR PLC 0.0%
Value ($000) $106 Shares 12,742 Est. Cost $8.25 Unrealized 0.0%
NB NIOCORP DEVS LTD 0.0%
Value ($000) $72 Shares 13,524 Est. Cost $6.88 Unrealized 0.0%
NVD GRANITESHARES ETF TR 0.0%
Value ($000) $72 Shares 10,000 Est. Cost $7.15 Unrealized
IAUX I-80 GOLD CORP 0.0%
Value ($000) $48 Shares 33,160 Est. Cost $1.14 Unrealized 0.0%
DNUT KRISPY KREME INC 0.0%
Value ($000) $44 Shares 10,993 Est. Cost $3.96 Unrealized 0.0%
BITF BITFARMS LTD 0.0%
Value ($000) $26 Shares 10,858 Est. Cost $3.42 Unrealized 0.0%
AREC AMERICAN RES CORP 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $3.33 Unrealized 0.0%
CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $0.99 Unrealized
STRIVE INC 0.0%
Value ($000) $12 Shares 16,756 Est. Cost $0.74 Unrealized

Increased Positions (446)

AVEM AMERICAN CENTY ETF TR 1.7%
Value ($000) $172,925 (+753.0%) Shares 2,245,195 (+731.8%) Est. Cost $74.73 Unrealized
IVE ISHARES TR 2.1%
Value ($000) $209,927 (+41.6%) Shares 989,897 (+37.9%) Est. Cost $188.80 Unrealized
MTUM ISHARES TR 1.0%
Value ($000) $100,874 (+45.2%) Shares 402,995 (+48.8%) Est. Cost $204.94 Unrealized
SPYM SPDR SERIES TRUST 4.8%
Value ($000) $491,248 (+5.5%) Shares 6,123,760 (+3.0%) Est. Cost $52.68 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.6%
Value ($000) $61,512 (+49.6%) Shares 1,121,664 (+46.4%) Est. Cost $52.45 Unrealized
DFAU DIMENSIONAL ETF TRUST 2.0%
Value ($000) $203,108 (+11.1%) Shares 4,339,915 (+8.6%) Est. Cost $39.11 Unrealized
FENI FIDELITY COVINGTON TRUST 0.4%
Value ($000) $44,528 (+62.0%) Shares 1,217,279 (+56.2%) Est. Cost $35.21 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.5%
Value ($000) $155,981 (+12.2%) Shares 3,939,898 (+9.3%) Est. Cost $31.26 Unrealized
DYNF BLACKROCK ETF TRUST 2.6%
Value ($000) $261,500 (+6.0%) Shares 4,300,287 (+3.2%) Est. Cost $47.64 Unrealized
DFSD DIMENSIONAL ETF TRUST 1.7%
Value ($000) $170,577 (+9.4%) Shares 3,557,393 (+9.9%) Est. Cost $47.25 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.3%
Value ($000) $137,451 (+11.1%) Shares 3,229,584 (+11.7%) Est. Cost $42.16 Unrealized
BOND PIMCO ETF TR 1.4%
Value ($000) $144,490 (+8.1%) Shares 1,552,324 (+8.4%) Est. Cost $92.14 Unrealized
OEF ISHARES TR 1.9%
Value ($000) $191,033 (+5.7%) Shares 556,996 (+2.6%) Est. Cost $286.27 Unrealized
PMBS PIMCO ETF TR 0.2%
Value ($000) $21,005 (+96.7%) Shares 422,678 (+96.5%) Est. Cost $49.76 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $14,085 (+261.5%) Shares 161,521 (+292.9%) Est. Cost $82.74 Unrealized +9.9%
PYLD PIMCO ETF TR 0.4%
Value ($000) $36,573 (+35.3%) Shares 1,370,816 (+36.1%) Est. Cost $26.36 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $33,222 (+39.3%) Shares 105,870 (+8.1%) Est. Cost $142.60 Unrealized +100.8%
PVAL PUTNAM ETF TRUST 0.2%
Value ($000) $22,364 (+63.2%) Shares 490,766 (+53.0%) Est. Cost $42.98 Unrealized
IUSB ISHARES TR 3.1%
Value ($000) $319,285 (+2.5%) Shares 6,860,453 (+2.9%) Est. Cost $45.54 Unrealized
SPAB SPDR SERIES TRUST 0.3%
Value ($000) $31,483 (+31.5%) Shares 1,222,647 (+32.0%) Est. Cost $25.54 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $7,657 (+2890.7%) Shares 5,758 (+2868.0%) Est. Cost $1291.82 Unrealized +1.5%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $14,135 (+107.8%) Shares 283,610 (+108.5%) Est. Cost $49.76 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.7%
Value ($000) $70,556 (+11.6%) Shares 2,047,476 (+6.1%) Est. Cost $27.20 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $21,986 (+44.2%) Shares 106,236 (+29.2%) Est. Cost $153.69 Unrealized +28.2%
DFAI DIMENSIONAL ETF TRUST 1.0%
Value ($000) $103,171 (+6.5%) Shares 2,707,178 (+1.6%) Est. Cost $29.76 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $12,012 (+106.0%) Shares 155,943 (+83.0%) Est. Cost $57.69 Unrealized +27.9%
IBDR ISHARES TR 0.1%
Value ($000) $7,711 (+347.3%) Shares 318,248 (+348.6%) Est. Cost $24.23 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $24,271 (+31.0%) Shares 361,067 (+28.4%) Est. Cost $53.62 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $77,281 (+8.0%) Shares 334,811 (+2.7%) Est. Cost $128.16 Unrealized +78.5%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $23,051 (+29.4%) Shares 500,664 (+30.0%) Est. Cost $46.03 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $21,194 (+31.7%) Shares 285,752 (+28.6%) Est. Cost $66.50 Unrealized
MBB ISHARES TR 1.5%
Value ($000) $155,758 (+3.4%) Shares 1,635,774 (+3.3%) Est. Cost $93.28 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $5,902 (+550.4%) Shares 98,182 (+585.4%) Est. Cost $56.44 Unrealized +6.4%
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $7,853 (+166.8%) Shares 234,354 (+161.3%) Est. Cost $32.60 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $4,944 (+2161.1%) Shares 111,111 (+2164.8%) Est. Cost $44.41 Unrealized
DGCB DIMENSIONAL ETF TRUST 0.1%
Value ($000) $14,720 (+46.9%) Shares 271,403 (+50.1%) Est. Cost $53.61 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $6,083 (+327.1%) Shares 112,773 (+257.1%) Est. Cost $47.81 Unrealized -0.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $13,158 (+54.7%) Shares 12,244 (+9.9%) Est. Cost $456.34 Unrealized +109.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $5,508 (+538.6%) Shares 33,838 (+567.9%) Est. Cost $163.90 Unrealized +3.0%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $18,165 (+34.0%) Shares 359,071 (+34.4%) Est. Cost $50.54 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $6,269 (+256.7%) Shares 127,400 (+231.4%) Est. Cost $44.13 Unrealized +3.8%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $5,991 (+302.6%) Shares 88,575 (+164.8%) Est. Cost $53.19 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.3%
Value ($000) $35,555 (+14.3%) Shares 482,892 (+11.7%) Est. Cost $64.53 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $13,840 (+45.9%) Shares 60,571 (+47.8%) Est. Cost $144.99 Unrealized +56.9%
O REALTY INCOME CORP 0.0%
Value ($000) $4,998 (+630.6%) Shares 88,668 (+687.9%) Est. Cost $57.00 Unrealized +0.6%
DFSV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $19,754 (+27.8%) Shares 600,596 (+23.7%) Est. Cost $30.04 Unrealized
VTEB VANGUARD MUN BD FDS 1.0%
Value ($000) $97,076 (+4.6%) Shares 1,930,327 (+4.2%) Est. Cost $49.47 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $9,427 (+78.0%) Shares 142,039 (+80.5%) Est. Cost $86.75 Unrealized -25.5%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4,514 (+851.7%) Shares 67,953 (+831.2%) Est. Cost $66.28 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $11,204 (+55.5%) Shares 78,064 (+52.1%) Est. Cost $142.52 Unrealized +2.4%
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $9,975 (+66.8%) Shares 177,308 (+67.3%) Est. Cost $55.80 Unrealized
PRFD PIMCO ETF TR 0.1%
Value ($000) $10,198 (+63.7%) Shares 197,985 (+64.6%) Est. Cost $51.18 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $5,403 (+259.2%) Shares 29,691 (+269.2%) Est. Cost $176.15 Unrealized +3.4%
PFE PFIZER INC 0.1%
Value ($000) $7,276 (+112.0%) Shares 292,198 (+116.9%) Est. Cost $26.53 Unrealized -5.6%
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $10,001 (+58.7%) Shares 198,048 (+58.6%) Est. Cost $50.34 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $124,683 (-2.8%) Shares 257,812 (+4.1%) Est. Cost $264.25 Unrealized +89.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $4,833 (+278.1%) Shares 43,086 (+327.3%) Est. Cost $110.18 Unrealized +5.8%
VT VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $74,665 (+4.9%) Shares 529,316 (+2.5%) Est. Cost $108.00 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $5,392 (+184.6%) Shares 54,363 (+139.7%) Est. Cost $107.84 Unrealized -14.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $11,491 (+42.5%) Shares 38,794 (+35.8%) Est. Cost $185.49 Unrealized +61.1%
TSLA TESLA INC 0.2%
Value ($000) $19,401 (+21.0%) Shares 43,140 (+19.6%) Est. Cost $256.29 Unrealized +73.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $12,525 (+36.0%) Shares 82,177 (+38.6%) Est. Cost $130.62 Unrealized +15.9%
MUB ISHARES TR 0.8%
Value ($000) $82,846 (+4.1%) Shares 773,469 (+3.5%) Est. Cost $107.32 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $3,918 (+448.4%) Shares 40,081 (+403.3%) Est. Cost $97.56 Unrealized -6.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $4,832 (+196.6%) Shares 47,897 (+265.5%) Est. Cost $109.84 Unrealized -1.3%
CORP PIMCO ETF TR 0.3%
Value ($000) $34,858 (+9.8%) Shares 356,236 (+10.7%) Est. Cost $95.76 Unrealized
HYD VANECK ETF TRUST 0.2%
Value ($000) $16,273 (+23.3%) Shares 318,331 (+22.8%) Est. Cost $51.14 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $5,746 (+112.7%) Shares 33,118 (+125.2%) Est. Cost $163.28 Unrealized +4.6%
FSMD FIDELITY COVINGTON TRUST 0.1%
Value ($000) $8,130 (+58.4%) Shares 184,236 (+58.0%) Est. Cost $43.38 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.3%
Value ($000) $33,833 (+9.7%) Shares 1,038,772 (+6.2%) Est. Cost $26.31 Unrealized
HYS PIMCO ETF TR 0.3%
Value ($000) $27,330 (+12.2%) Shares 288,227 (+13.2%) Est. Cost $92.66 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $8,470 (+52.5%) Shares 22,894 (+37.0%) Est. Cost $213.91 Unrealized +66.9%
DFEM DIMENSIONAL ETF TRUST 0.3%
Value ($000) $35,207 (+8.9%) Shares 1,064,286 (+5.6%) Est. Cost $26.71 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $6,381 (+81.1%) Shares 118,008 (+86.1%) Est. Cost $53.62 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $12,855 (+28.6%) Shares 37,358 (+51.4%) Est. Cost $288.74 Unrealized +26.3%
ORCL ORACLE CORP 0.1%
Value ($000) $7,525 (-27.5%) Shares 38,608 (+4.6%) Est. Cost $107.22 Unrealized +122.0%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $18,013 (+18.5%) Shares 238,779 (+15.4%) Est. Cost $64.72 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $3,278 (+555.1%) Shares 70,497 (+610.3%) Est. Cost $49.04 Unrealized -3.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $19,121 (+16.5%) Shares 133,426 (+24.9%) Est. Cost $142.30 Unrealized +3.4%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $3,106 (+505.0%) Shares 17,389 (+562.2%) Est. Cost $178.27 Unrealized +5.0%
WMT WALMART INC 0.2%
Value ($000) $22,851 (+12.7%) Shares 205,105 (+4.3%) Est. Cost $53.75 Unrealized +99.4%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $42,750 (+6.3%) Shares 577,158 (+6.8%) Est. Cost $75.99 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $33,760 (+7.8%) Shares 97,544 (+2.7%) Est. Cost $157.96 Unrealized +126.0%
BINC BLACKROCK ETF TRUST II 0.7%
Value ($000) $74,462 (+3.2%) Shares 1,411,058 (+4.2%) Est. Cost $52.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2,898 (+395.3%) Shares 6,392 (+327.8%) Est. Cost $420.29 Unrealized +2.6%
FCOR FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $8,666 (+34.8%) Shares 181,185 (+35.3%) Est. Cost $47.75 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $6,092 (+57.0%) Shares 71,465 (+43.2%) Est. Cost $82.44 Unrealized -0.4%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $5,149 (+74.4%) Shares 10,985 (+82.4%) Est. Cost $404.32 Unrealized +25.9%
AGG ISHARES TR 0.1%
Value ($000) $10,233 (+26.6%) Shares 102,457 (+27.0%) Est. Cost $100.10 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $5,204 (+69.8%) Shares 4,862 (+84.9%) Est. Cost $1037.44 Unrealized +5.0%
BAI BLACKROCK ETF TRUST 0.7%
Value ($000) $74,269 (+2.9%) Shares 2,230,296 (+5.6%) Est. Cost $31.38 Unrealized
DE DEERE & CO 0.1%
Value ($000) $5,859 (+55.2%) Shares 12,585 (+52.4%) Est. Cost $405.87 Unrealized +15.2%
TRGP TARGA RES CORP 0.0%
Value ($000) $2,459 (+496.4%) Shares 13,330 (+441.6%) Est. Cost $159.53 Unrealized +5.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $5,209 (+63.8%) Shares 33,914 (+54.1%) Est. Cost $104.85 Unrealized +40.9%
DFGX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $8,910 (+29.5%) Shares 169,284 (+32.7%) Est. Cost $52.87 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $23,699 (+9.3%) Shares 48,578 (+7.4%) Est. Cost $345.13 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $3,859 (+105.8%) Shares 93,950 (+84.4%) Est. Cost $30.85 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $2,098 (+710.3%) Shares 41,945 (+821.5%) Est. Cost $53.87 Unrealized -0.3%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $36,367 (+4.5%) Shares 112,865 (+2.3%) Est. Cost $121.32 Unrealized +155.1%
NFLX NETFLIX INC 0.0%
Value ($000) $3,772 (-29.5%) Shares 40,233 (+801.5%) Est. Cost $101.62 Unrealized +6.1%
INTU INTUIT 0.0%
Value ($000) $3,662 (+75.0%) Shares 5,529 (+80.5%) Est. Cost $621.77 Unrealized +6.3%
SNA SNAP ON INC 0.0%
Value ($000) $1,771 (+658.3%) Shares 5,140 (+662.6%) Est. Cost $338.88 Unrealized +0.5%
CRM SALESFORCE INC 0.0%
Value ($000) $4,622 (+49.8%) Shares 17,446 (+34.0%) Est. Cost $230.38 Unrealized +7.7%
NOW SERVICENOW INC 0.1%
Value ($000) $10,579 (-12.5%) Shares 69,057 (+425.6%) Est. Cost $164.85 Unrealized +4.1%
TLT ISHARES TR 0.3%
Value ($000) $30,736 (+5.1%) Shares 352,643 (+7.8%) Est. Cost $92.61 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $1,779 (+376.1%) Shares 100,731 (+379.1%) Est. Cost $17.74 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $1,728 (+370.2%) Shares 58,461 (+371.3%) Est. Cost $28.83 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $3,429 (+64.5%) Shares 8,811 (+78.4%) Est. Cost $282.95 Unrealized +46.2%
MRK MERCK & CO INC 0.1%
Value ($000) $5,550 (+29.8%) Shares 52,724 (+3.5%) Est. Cost $88.01 Unrealized +5.9%
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $29,588 (+4.5%) Shares 578,623 (+3.6%) Est. Cost $50.63 Unrealized
STE STERIS PLC 0.1%
Value ($000) $6,716 (+21.4%) Shares 26,490 (+18.4%) Est. Cost $228.06 Unrealized +10.1%
AMGN AMGEN INC 0.1%
Value ($000) $5,575 (+26.3%) Shares 17,032 (+8.9%) Est. Cost $209.61 Unrealized +50.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $6,970 (+19.6%) Shares 74,787 (+7.6%) Est. Cost $55.15 Unrealized +57.1%
PHYL PGIM ETF TR 0.0%
Value ($000) $4,969 (+29.7%) Shares 140,061 (+30.7%) Est. Cost $35.74 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,993 (+39.8%) Shares 105,068 (+31.3%) Est. Cost $30.59 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2,025 (+126.7%) Shares 29,175 (+85.4%) Est. Cost $50.72 Unrealized +23.1%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $1,324 (+509.9%) Shares 8,189 (+503.5%) Est. Cost $158.82 Unrealized -2.4%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $9,373 (+12.9%) Shares 215,827 (+10.4%) Est. Cost $36.28 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,658 (+40.2%) Shares 83,286 (+37.6%) Est. Cost $39.38 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $1,602 (+181.3%) Shares 12,732 (+227.0%) Est. Cost $141.84 Unrealized -8.2%
EMB ISHARES TR 0.3%
Value ($000) $30,773 (+3.4%) Shares 319,616 (+2.3%) Est. Cost $85.10 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $3,888 (+33.9%) Shares 16,809 (+36.8%) Est. Cost $200.49 Unrealized +13.4%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $2,610 (+58.9%) Shares 15,249 (+24.3%) Est. Cost $91.28 Unrealized +70.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $13,272 (+7.8%) Shares 51,454 (+6.3%) Est. Cost $193.05 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $8,191 (+13.3%) Shares 117,162 (+7.4%) Est. Cost $53.01 Unrealized +30.9%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,162 (+43.3%) Shares 99,845 (+37.6%) Est. Cost $28.39 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $2,423 (+65.1%) Shares 24,151 (+65.7%) Est. Cost $100.45 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4,874 (+24.3%) Shares 10,078 (+28.3%) Est. Cost $383.52 Unrealized +24.2%
IWD ISHARES TR 0.1%
Value ($000) $8,040 (+13.1%) Shares 38,223 (+9.5%) Est. Cost $142.90 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $26,668 (+3.6%) Shares 91,888 (+4.9%) Est. Cost $239.36 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $6,232 (+17.3%) Shares 24,639 (+14.6%) Est. Cost $179.39 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,210 (+232.0%) Shares 35,937 (+225.6%) Est. Cost $33.47 Unrealized
KORP AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,751 (+83.4%) Shares 37,050 (+84.8%) Est. Cost $47.27 Unrealized
EVUS ISHARES TR 0.0%
Value ($000) $1,378 (+136.3%) Shares 43,013 (+131.9%) Est. Cost $31.79 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $3,440 (+29.5%) Shares 13,385 (+3.1%) Est. Cost $156.75 Unrealized +52.8%
HECA ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $3,607 (+27.7%) Shares 130,470 (+26.2%) Est. Cost $27.39 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $13,347 (+6.2%) Shares 69,884 (+3.7%) Est. Cost $153.87 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $1,127 (-40.8%) Shares 13,909 (+1.3%) Est. Cost $66.05 Unrealized +60.7%
ICVT ISHARES TR 0.1%
Value ($000) $13,521 (+6.1%) Shares 137,270 (+7.8%) Est. Cost $82.87 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $2,510 (+43.2%) Shares 56,434 (+41.4%) Est. Cost $37.74 Unrealized
IOT SAMSARA INC 0.1%
Value ($000) $7,463 (+11.2%) Shares 210,534 (+16.9%) Est. Cost $38.81 Unrealized -0.3%
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $15,005 (+5.1%) Shares 520,300 (+5.3%) Est. Cost $28.43 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,454 (+97.9%) Shares 7,482 (+139.3%) Est. Cost $188.25 Unrealized +11.5%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $3,294 (+27.5%) Shares 132,069 (+27.4%) Est. Cost $25.27 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3,065 (+29.7%) Shares 5,411 (+2.4%) Est. Cost $346.32 Unrealized +53.7%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $15,359 (+4.6%) Shares 192,633 (+4.8%) Est. Cost $78.03 Unrealized
NKE NIKE INC 0.1%
Value ($000) $10,269 (-6.1%) Shares 161,186 (+2.8%) Est. Cost $65.23 Unrealized -0.5%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $880 (+280.1%) Shares 42,711 (+279.6%) Est. Cost $20.59 Unrealized
BA BOEING CO 0.2%
Value ($000) $16,610 (+4.1%) Shares 76,501 (+3.4%) Est. Cost $190.06 Unrealized +8.2%
SSFI STRATEGY SHS 0.0%
Value ($000) $1,906 (+51.4%) Shares 88,875 (+52.2%) Est. Cost $21.33 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $1,428 (+78.3%) Shares 13,380 (+74.6%) Est. Cost $74.40 Unrealized
SPPP SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2,509 (+32.4%) Shares 149,011 (+6.8%) Est. Cost $10.22 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1,920 (+45.8%) Shares 3,306 (+75.3%) Est. Cost $485.45 Unrealized +28.8%
IWR ISHARES TR 0.1%
Value ($000) $6,674 (+9.9%) Shares 69,330 (+10.2%) Est. Cost $82.35 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,118 (+23.6%) Shares 123,892 (+23.7%) Est. Cost $24.86 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $1,149 (-34.1%) Shares 16,005 (+2.5%) Est. Cost $37.30 Unrealized +199.0%
DFSB DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,970 (+17.1%) Shares 76,643 (+20.4%) Est. Cost $51.55 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $2,142 (+36.3%) Shares 42,940 (+36.6%) Est. Cost $49.93 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $2,085 (+37.5%) Shares 4,085 (+13.8%) Est. Cost $262.01 Unrealized +78.0%
DEHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,942 (+38.4%) Shares 60,208 (+31.0%) Est. Cost $27.61 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $7,546 (+7.5%) Shares 13,218 (+7.1%) Est. Cost $390.44 Unrealized +43.2%
VLUE ISHARES TR 0.0%
Value ($000) $4,943 (+11.9%) Shares 36,151 (+2.3%) Est. Cost $90.64 Unrealized
GOLY STRATEGY SHS 0.0%
Value ($000) $2,073 (+33.2%) Shares 59,315 (+25.8%) Est. Cost $28.28 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $860 (+132.0%) Shares 11,540 (+132.9%) Est. Cost $71.00 Unrealized +2.2%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $978 (+91.3%) Shares 10,578 (+92.9%) Est. Cost $76.26 Unrealized +24.0%
AFL AFLAC INC 0.0%
Value ($000) $2,393 (+23.7%) Shares 21,700 (+25.3%) Est. Cost $71.49 Unrealized +53.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $3,531 (+14.9%) Shares 5,402 (+8.1%) Est. Cost $220.42 Unrealized +176.3%
HEQT SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $2,697 (+20.2%) Shares 84,134 (+17.1%) Est. Cost $29.38 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $3,305 (+15.7%) Shares 3,089 (+4.7%) Est. Cost $748.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2,789 (+18.6%) Shares 3,173 (+7.5%) Est. Cost $385.66 Unrealized +110.9%
CMF ISHARES TR 0.1%
Value ($000) $7,076 (+6.5%) Shares 123,145 (+5.7%) Est. Cost $56.90 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $1,221 (+52.7%) Shares 3,391 (+38.4%) Est. Cost $243.22 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2,563 (+19.6%) Shares 69,462 (+8.7%) Est. Cost $36.10 Unrealized +4.6%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $15,791 (-2.5%) Shares 18,312 (+4.7%) Est. Cost $545.30 Unrealized +66.1%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $1,564 (+34.5%) Shares 27,529 (+31.0%) Est. Cost $46.32 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $3,234 (+14.0%) Shares 66,329 (+14.2%) Est. Cost $48.11 Unrealized
UBND VICTORY PORTFOLIOS II 0.0%
Value ($000) $3,777 (+11.6%) Shares 171,694 (+11.9%) Est. Cost $21.81 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,047 (+58.6%) Shares 53,015 (+58.3%) Est. Cost $19.44 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $771 (+100.0%) Shares 4,179 (+16.7%) Est. Cost $87.15 Unrealized +71.6%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,448 (+33.9%) Shares 6,425 (+12.8%) Est. Cost $208.69 Unrealized +4.3%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $1,076 (+51.5%) Shares 24,886 (+54.1%) Est. Cost $39.92 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $7,665 (+5.0%) Shares 26,966 (+14.0%) Est. Cost $280.31 Unrealized +11.5%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,321 (+12.0%) Shares 98,421 (+5.8%) Est. Cost $26.67 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $3,260 (+11.6%) Shares 18,381 (+9.9%) Est. Cost $145.59 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,505 (+27.3%) Shares 76,885 (+27.2%) Est. Cost $19.27 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $528 (+155.2%) Shares 5,370 (+150.9%) Est. Cost $97.67 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $696 (+85.2%) Shares 9,981 (+27.2%) Est. Cost $31.50 Unrealized +82.0%
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $21,200 (+1.5%) Shares 802,414 (+4.9%) Est. Cost $26.72 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $2,801 (-10.1%) Shares 48,587 (+3.0%) Est. Cost $38.54 Unrealized +54.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $3,014 (+11.5%) Shares 25,958 (+4.7%) Est. Cost $50.80 Unrealized +117.5%
RBC RBC BEARINGS INC 0.0%
Value ($000) $1,693 (+22.4%) Shares 3,775 (+6.5%) Est. Cost $257.43 Unrealized +64.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $866 (+53.0%) Shares 4,166 (+31.0%) Est. Cost $255.63 Unrealized -29.1%
LAD LITHIA MTRS INC 0.0%
Value ($000) $1,015 (+39.7%) Shares 3,054 (+32.8%) Est. Cost $321.34 Unrealized -1.2%
NEM NEWMONT CORP 0.0%
Value ($000) $1,586 (+22.0%) Shares 15,888 (+3.0%) Est. Cost $46.48 Unrealized +94.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1,573 (-15.2%) Shares 13,910 (+7.3%) Est. Cost $63.76 Unrealized +104.0%
EFA ISHARES TR 0.0%
Value ($000) $4,181 (+7.1%) Shares 43,541 (+4.2%) Est. Cost $76.95 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $523 (+112.7%) Shares 3,700 (+21.9%) Est. Cost $83.17 Unrealized +36.2%
BN BROOKFIELD CORP 0.0%
Value ($000) $978 (-22.1%) Shares 21,313 (+16.5%) Est. Cost $39.59 Unrealized +15.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $521 (+113.1%) Shares 8,140 (+98.4%) Est. Cost $62.65 Unrealized
INSM INSMED INC 0.0%
Value ($000) $876 (+45.5%) Shares 5,032 (+20.4%) Est. Cost $92.83 Unrealized +96.6%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $2,177 (+14.3%) Shares 46,250 (+2.1%) Est. Cost $26.91 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $718 (+59.4%) Shares 4,170 (+11.1%) Est. Cost $59.40 Unrealized +155.1%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $2,112 (+13.9%) Shares 6,025 (+5.0%) Est. Cost $427.77 Unrealized -21.3%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $844 (+43.8%) Shares 37,619 (+102.1%) Est. Cost $26.92 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $637 (+67.4%) Shares 19,302 (+50.1%) Est. Cost $23.87 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,608 (+18.7%) Shares 32,227 (+9.7%) Est. Cost $37.72 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $2,143 (+13.3%) Shares 7,989 (+4.2%) Est. Cost $291.59 Unrealized -12.9%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $10,883 (+2.4%) Shares 129,943 (+2.8%) Est. Cost $81.52 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $472 (+112.1%) Shares 3,555 (+65.1%) Est. Cost $103.69 Unrealized +7.5%
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,159 (+8.5%) Shares 75,612 (+6.6%) Est. Cost $36.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,808 (-11.9%) Shares 40,434 (+76.1%) Est. Cost $65.67 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,422 (-14.6%) Shares 8,743 (+1.3%) Est. Cost $118.64 Unrealized +57.1%
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,659 (+7.0%) Shares 84,355 (+3.7%) Est. Cost $37.81 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $8,037 (+3.1%) Shares 45,213 (+5.8%) Est. Cost $41.64 Unrealized +334.7%
MMM 3M CO 0.0%
Value ($000) $2,940 (+8.7%) Shares 18,365 (+5.4%) Est. Cost $113.15 Unrealized +44.2%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,960 (+13.5%) Shares 38,474 (+13.7%) Est. Cost $50.86 Unrealized
IJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $642 (+55.2%) Shares 17,749 (+51.1%) Est. Cost $31.06 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,379 (+18.4%) Shares 21,917 (+16.5%) Est. Cost $31.23 Unrealized
SHLD GLOBAL X FDS 0.3%
Value ($000) $35,550 (+0.6%) Shares 548,690 (+9.1%) Est. Cost $69.58 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,129 (+23.3%) Shares 1,284 (+6.4%) Est. Cost $397.93 Unrealized +105.5%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $12,342 (+1.7%) Shares 167,624 (+2.9%) Est. Cost $76.59 Unrealized -3.9%
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $632 (+49.3%) Shares 13,716 (+49.9%) Est. Cost $37.85 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $490 (+73.0%) Shares 9,285 (+239.2%) Est. Cost $61.65 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $904 (+28.9%) Shares 23,504 (+28.0%) Est. Cost $38.54 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1,450 (+15.8%) Shares 10,731 (+6.1%) Est. Cost $60.99 Unrealized +118.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,670 (-10.6%) Shares 829 (+3.8%) Est. Cost $1445.88 Unrealized +45.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $795 (+32.9%) Shares 3,870 (+1.5%) Est. Cost $89.31 Unrealized +110.2%
AMRZ AMRIZE LTD 0.0%
Value ($000) $1,048 (+22.5%) Shares 19,375 (+9.9%) Est. Cost $50.62 Unrealized +0.8%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $561 (+49.4%) Shares 3,276 (+8.6%) Est. Cost $112.85 Unrealized +40.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $5,503 (+3.5%) Shares 38,342 (+1.6%) Est. Cost $102.46 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $1,081 (+19.0%) Shares 7,840 (+10.7%) Est. Cost $105.63 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $691 (+32.8%) Shares 8,901 (+34.1%) Est. Cost $78.19 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $696 (+32.4%) Shares 13,709 (+2.2%) Est. Cost $30.42 Unrealized +42.4%
BTAL AGF INVTS TR 0.1%
Value ($000) $9,917 (-1.7%) Shares 689,190 (+8.8%) Est. Cost $16.99 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,957 (+9.4%) Shares 19,106 (+12.1%) Est. Cost $100.14 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $4,508 (+3.9%) Shares 89,135 (+4.3%) Est. Cost $50.83 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $1,149 (-12.8%) Shares 7,977 (+2.6%) Est. Cost $117.37 Unrealized +29.5%
COPX GLOBAL X FDS 0.0%
Value ($000) $374 (+81.9%) Shares 5,211 (+51.5%) Est. Cost $63.88 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $984 (+20.6%) Shares 3,767 (+1.8%) Est. Cost $165.28 Unrealized +52.6%
APP APPLOVIN CORP 0.0%
Value ($000) $2,086 (+8.7%) Shares 3,096 (+15.9%) Est. Cost $249.33 Unrealized +152.7%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $728 (-18.6%) Shares 6,094 (+63.5%) Est. Cost $142.27 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $655 (+33.6%) Shares 7,132 (+27.8%) Est. Cost $72.58 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $1,182 (+16.2%) Shares 6,363 (+13.5%) Est. Cost $177.71 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $396 (+68.7%) Shares 5,006 (+39.5%) Est. Cost $56.32 Unrealized +33.7%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $418 (+62.6%) Shares 2,905 (+64.6%) Est. Cost $134.71 Unrealized +14.2%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $1,963 (+8.9%) Shares 166,184 (+6.0%) Est. Cost $13.19 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $846 (+22.6%) Shares 8,983 (+4.0%) Est. Cost $59.15 Unrealized +42.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $2,208 (+7.5%) Shares 7,614 (+3.5%) Est. Cost $186.20 Unrealized +50.7%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $724 (+26.7%) Shares 1,551 (+15.7%) Est. Cost $293.15 Unrealized +58.2%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $1,207 (-11.2%) Shares 4,202 (+188.6%) Est. Cost $274.61 Unrealized +11.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,960 (-2.1%) Shares 48,341 (+91.7%) Est. Cost $141.07 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $749 (-16.2%) Shares 3,314 (+25.1%) Est. Cost $234.39 Unrealized +27.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $1,125 (+14.7%) Shares 3,518 (+18.0%) Est. Cost $359.29 Unrealized -10.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $439 (+47.1%) Shares 569 (+7.2%) Est. Cost $767.14 Unrealized -11.5%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $417 (+50.5%) Shares 5,532 (+50.8%) Est. Cost $75.54 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $2,559 (+5.8%) Shares 51,729 (+8.3%) Est. Cost $48.81 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $713 (-16.2%) Shares 9,355 (+9.7%) Est. Cost $81.55 Unrealized
FGDL FRANKLIN TEMPLETON HOLDINGS 0.0%
Value ($000) $841 (+19.5%) Shares 14,605 (+7.2%) Est. Cost $52.06 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $3,571 (+4.0%) Shares 42,186 (+1.5%) Est. Cost $61.88 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $445 (+44.0%) Shares 3,125 (+1.4%) Est. Cost $118.25 Unrealized +4.7%
ARTY ISHARES TR 0.0%
Value ($000) $1,513 (+9.8%) Shares 31,397 (+4.4%) Est. Cost $34.91 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $411 (+48.9%) Shares 38,367 (+36.0%) Est. Cost $10.24 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $335 (+66.1%) Shares 3,844 (+44.2%) Est. Cost $78.67 Unrealized +4.6%
MUNI PIMCO ETF TR 0.0%
Value ($000) $981 (+15.0%) Shares 18,723 (+14.7%) Est. Cost $52.59 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $1,310 (+10.8%) Shares 16,403 (+14.8%) Est. Cost $72.08 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $527 (+31.7%) Shares 6,702 (+18.8%) Est. Cost $72.20 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,025 (-11.0%) Shares 24,015 (+81.9%) Est. Cost $58.04 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $426 (+41.9%) Shares 12,351 (+54.0%) Est. Cost $32.45 Unrealized +1.4%
ESGE ISHARES INC 0.0%
Value ($000) $2,327 (+5.7%) Shares 52,693 (+3.9%) Est. Cost $34.53 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $767 (+19.4%) Shares 7,892 (+8.7%) Est. Cost $63.35 Unrealized +41.7%
PWR QUANTA SVCS INC 0.0%
Value ($000) $799 (+18.4%) Shares 1,892 (+16.3%) Est. Cost $261.58 Unrealized +67.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $414 (+42.5%) Shares 2,639 (+27.9%) Est. Cost $181.30 Unrealized -21.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $974 (-11.2%) Shares 10,680 (+5.0%) Est. Cost $76.42 Unrealized +27.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,524 (+8.7%) Shares 13,216 (+6.1%) Est. Cost $79.96 Unrealized +47.2%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $373 (+48.7%) Shares 10,612 (+11.1%) Est. Cost $30.39 Unrealized +16.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $857 (+15.9%) Shares 2,983 (+4.7%) Est. Cost $162.06 Unrealized +68.0%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $579 (+25.3%) Shares 2,740 (+26.8%) Est. Cost $197.91 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $3,429 (+3.5%) Shares 42,474 (+2.8%) Est. Cost $62.95 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1,204 (+10.7%) Shares 10,663 (+1.7%) Est. Cost $80.95 Unrealized +31.6%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $2,109 (+5.8%) Shares 15,153 (+6.5%) Est. Cost $120.78 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $395 (+40.8%) Shares 2,862 (+37.5%) Est. Cost $194.67 Unrealized -29.7%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $1,672 (+7.2%) Shares 12,137 (+3.7%) Est. Cost $75.73 Unrealized +73.7%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $443 (+32.3%) Shares 1,532 (+16.6%) Est. Cost $227.76 Unrealized +19.1%
SLB SLB LIMITED 0.0%
Value ($000) $431 (+33.2%) Shares 11,240 (+19.3%) Est. Cost $43.27 Unrealized -16.7%
MDB MONGODB INC 0.0%
Value ($000) $363 (+41.6%) Shares 864 (+4.7%) Est. Cost $192.94 Unrealized +88.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $764 (-12.2%) Shares 944 (+3.6%) Est. Cost $578.39 Unrealized +49.9%
CAIE CALAMOS ETF TR 0.0%
Value ($000) $392 (+36.6%) Shares 14,662 (+40.3%) Est. Cost $27.26 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $353 (+41.8%) Shares 5,425 (+17.1%) Est. Cost $53.58 Unrealized +14.2%
RIO RIO TINTO PLC 0.0%
Value ($000) $502 (+25.9%) Shares 6,267 (+3.8%) Est. Cost $66.42 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1,022 (+11.2%) Shares 8,539 (+2.1%) Est. Cost $57.72 Unrealized +98.9%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $915 (+12.4%) Shares 7,520 (+3.6%) Est. Cost $91.04 Unrealized +37.8%
MNDY MONDAY COM LTD 0.0%
Value ($000) $362 (-21.5%) Shares 2,451 (+3.0%) Est. Cost $273.59 Unrealized -38.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $816 (+13.7%) Shares 1,699 (+9.8%) Est. Cost $372.11 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $388 (+33.7%) Shares 920 (+19.5%) Est. Cost $359.91 Unrealized +3.3%
CGNX COGNEX CORP 0.0%
Value ($000) $454 (+26.6%) Shares 12,613 (+59.4%) Est. Cost $41.53 Unrealized -2.7%
BBBY BED BATH & BEYOND INC 0.0%
Value ($000) $129 (-41.6%) Shares 23,706 (+4.6%) Est. Cost $8.17 Unrealized -11.0%
PSX PHILLIPS 66 0.0%
Value ($000) $3,721 (-2.4%) Shares 28,839 (+2.9%) Est. Cost $79.26 Unrealized +69.1%
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $655 (+16.1%) Shares 8,858 (+12.7%) Est. Cost $72.10 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $552 (+19.3%) Shares 26,514 (+18.0%) Est. Cost $20.25 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $293 (+43.3%) Shares 8,087 (+23.0%) Est. Cost $27.39 Unrealized +23.9%
MOG/A MOOG INC 0.0%
Value ($000) $330 (+36.6%) Shares 1,353 (+16.4%) Est. Cost $196.34 Unrealized +11.6%
NU NU HLDGS LTD 0.0%
Value ($000) $1,322 (+7.1%) Shares 78,963 (+2.4%) Est. Cost $11.89 Unrealized +35.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $683 (-10.7%) Shares 16,600 (+2.6%) Est. Cost $57.19 Unrealized -27.4%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $314 (+35.4%) Shares 2,847 (+30.4%) Est. Cost $103.56 Unrealized +6.8%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $1,180 (-6.3%) Shares 137,379 (+43.4%) Est. Cost $7.72 Unrealized +37.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,315 (+3.5%) Shares 14,924 (+2.9%) Est. Cost $104.48 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $267 (+41.6%) Shares 13,541 (+5.4%) Est. Cost $13.67 Unrealized +16.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $2,121 (-3.5%) Shares 42,726 (+26.3%) Est. Cost $50.85 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $404 (+23.8%) Shares 4,718 (+13.6%) Est. Cost $69.49 Unrealized +14.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,445 (+5.6%) Shares 45,070 (+3.0%) Est. Cost $26.07 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $1,556 (+5.2%) Shares 5,363 (+3.8%) Est. Cost $409.31 Unrealized -31.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $301 (+32.2%) Shares 1,776 (+8.8%) Est. Cost $127.65 Unrealized +24.1%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $747 (+10.8%) Shares 30,470 (+3.7%) Est. Cost $6.38 Unrealized +351.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $600 (+13.6%) Shares 7,593 (+14.9%) Est. Cost $77.24 Unrealized +1.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,449 (-4.7%) Shares 2,541 (+1.8%) Est. Cost $377.62 Unrealized +53.3%
NUE NUCOR CORP 0.0%
Value ($000) $351 (+25.5%) Shares 2,151 (+4.2%) Est. Cost $127.71 Unrealized +17.3%
ABNB AIRBNB INC 0.0%
Value ($000) $600 (+12.9%) Shares 4,420 (+1.0%) Est. Cost $126.65 Unrealized -1.7%
RRC RANGE RES CORP 0.0%
Value ($000) $2,249 (+3.1%) Shares 63,775 (+10.0%) Est. Cost $35.61 Unrealized +4.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,374 (+5.1%) Shares 6,583 (+1.2%) Est. Cost $142.48 Unrealized +35.3%
LQD ISHARES TR 0.0%
Value ($000) $3,323 (+2.1%) Shares 30,160 (+3.2%) Est. Cost $103.89 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $479 (+15.1%) Shares 3,007 (+17.1%) Est. Cost $105.58 Unrealized +56.6%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $234 (-21.1%) Shares 1,405 (+4.2%) Est. Cost $174.12 Unrealized +3.9%
KR KROGER CO 0.0%
Value ($000) $1,177 (-5.0%) Shares 18,832 (+2.5%) Est. Cost $59.74 Unrealized +9.2%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $673 (+10.1%) Shares 14,207 (+10.6%) Est. Cost $46.70 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $2,731 (+2.3%) Shares 79,279 (+2.6%) Est. Cost $32.04 Unrealized
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $1,651 (+3.9%) Shares 29,374 (+1.4%) Est. Cost $41.84 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $333 (+22.2%) Shares 2,126 (+21.3%) Est. Cost $123.05 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $499 (+13.8%) Shares 737 (+7.4%) Est. Cost $484.51 Unrealized +40.6%
FTV FORTIVE CORP 0.0%
Value ($000) $262 (+28.9%) Shares 4,749 (+14.4%) Est. Cost $55.00 Unrealized -5.7%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,933 (+3.1%) Shares 27,049 (+9.7%) Est. Cost $48.67 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $301 (+23.5%) Shares 2,081 (+13.7%) Est. Cost $100.24 Unrealized +32.3%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $349 (+19.6%) Shares 716 (+2.9%) Est. Cost $303.52 Unrealized +53.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $463 (+13.9%) Shares 7,260 (+14.7%) Est. Cost $68.28 Unrealized -10.1%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $844 (+7.1%) Shares 4,980 (+6.5%) Est. Cost $113.59 Unrealized +47.8%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $308 (+22.0%) Shares 42,079 (+11.7%) Est. Cost $4.71 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $741 (-6.9%) Shares 10,562 (+1.8%) Est. Cost $45.18 Unrealized +61.0%
ONON ON HLDG AG 0.0%
Value ($000) $290 (+23.1%) Shares 6,232 (+12.2%) Est. Cost $46.04 Unrealized -6.4%
BP BP PLC 0.0%
Value ($000) $301 (+21.8%) Shares 8,656 (+20.8%) Est. Cost $33.48 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,800 (+3.1%) Shares 5,142 (+3.9%) Est. Cost $519.84 Unrealized -34.6%
ALAB ASTERA LABS INC 0.0%
Value ($000) $1,025 (-4.9%) Shares 6,160 (+11.9%) Est. Cost $121.52 Unrealized +37.7%
IWP ISHARES TR 0.0%
Value ($000) $757 (+7.4%) Shares 5,527 (+11.7%) Est. Cost $114.01 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $417 (+14.0%) Shares 15,380 (+10.9%) Est. Cost $22.74 Unrealized +11.6%
NUVEEN MUN INCOME FD INC 0.0%
Value ($000) $304 (+19.2%) Shares 30,617 (+18.9%) Est. Cost $9.76 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $370 (+15.1%) Shares 9,387 (+6.6%) Est. Cost $34.86 Unrealized
IJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,353 (+3.7%) Shares 40,391 (+1.1%) Est. Cost $30.42 Unrealized
FLMB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $832 (+6.1%) Shares 34,962 (+5.6%) Est. Cost $23.88 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $386 (+14.0%) Shares 1,282 (+2.6%) Est. Cost $240.30 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $1,034 (-4.4%) Shares 3,494 (+2.6%) Est. Cost $221.51 Unrealized +36.6%
IJS ISHARES TR 0.0%
Value ($000) $749 (+6.7%) Shares 6,585 (+3.7%) Est. Cost $100.94 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $285 (+19.1%) Shares 24,907 (+18.3%) Est. Cost $8.01 Unrealized +79.4%
AME AMETEK INC 0.0%
Value ($000) $408 (+12.5%) Shares 1,989 (+3.1%) Est. Cost $168.26 Unrealized +15.5%
IWS ISHARES TR 0.0%
Value ($000) $312 (+17.0%) Shares 2,210 (+15.9%) Est. Cost $139.86 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $389 (-10.4%) Shares 2,935 (+1.4%) Est. Cost $118.97 Unrealized +23.1%
LOW LOWES COS INC 0.0%
Value ($000) $2,838 (-1.5%) Shares 11,767 (+2.6%) Est. Cost $205.30 Unrealized +16.8%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $6,532 (+0.7%) Shares 40,674 (+8.2%) Est. Cost $108.83 Unrealized +47.9%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $500 (+9.5%) Shares 1,676 (+8.7%) Est. Cost $204.69 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $384 (+11.8%) Shares 9,294 (+9.7%) Est. Cost $33.96 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $483 (+9.1%) Shares 13,183 (+4.5%) Est. Cost $41.45 Unrealized -16.2%
NLR VANECK ETF TRUST 0.0%
Value ($000) $268 (+17.6%) Shares 2,160 (+28.4%) Est. Cost $133.10 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $572 (+7.4%) Shares 2,094 (+6.2%) Est. Cost $199.55 Unrealized +35.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $4,120 (+0.9%) Shares 25,685 (+2.0%) Est. Cost $83.63 Unrealized +83.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $238 (+18.3%) Shares 1,307 (+5.5%) Est. Cost $179.93 Unrealized -4.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,132 (+3.3%) Shares 5,436 (+6.6%) Est. Cost $137.53 Unrealized +48.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $533 (+7.3%) Shares 17,437 (+1.6%) Est. Cost $15.37 Unrealized +81.5%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $264 (+16.0%) Shares 189 (+2.2%) Est. Cost $1441.67 Unrealized -3.1%
AOR ISHARES TR 0.0%
Value ($000) $968 (+3.8%) Shares 14,893 (+2.8%) Est. Cost $60.22 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $523 (-6.2%) Shares 4,052 (+2.8%) Est. Cost $99.07 Unrealized +36.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $98 (+54.0%) Shares 12,604 (+21.3%) Est. Cost $5.47 Unrealized +50.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $521 (-6.2%) Shares 8,924 (+7.8%) Est. Cost $91.59 Unrealized -29.2%
LPRO OPEN LENDING CORP 0.0%
Value ($000) $101 (-25.4%) Shares 64,899 (+1.6%) Est. Cost $5.47 Unrealized -67.6%
ALLW SSGA ACTIVE TR 0.0%
Value ($000) $737 (+4.8%) Shares 26,792 (+6.3%) Est. Cost $27.86 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $278 (+13.9%) Shares 898 (+11.4%) Est. Cost $265.18 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $917 (+3.8%) Shares 4,940 (+15.8%) Est. Cost $163.73 Unrealized +18.1%
IJT ISHARES TR 0.0%
Value ($000) $1,914 (+1.7%) Shares 13,561 (+2.0%) Est. Cost $114.43 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $476 (+7.4%) Shares 8,457 (+7.5%) Est. Cost $54.63 Unrealized
LARK LANDMARK BANCORP INC 0.0%
Value ($000) $673 (+5.0%) Shares 25,691 (+7.0%) Est. Cost $21.07 Unrealized +24.3%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $1,355 (+2.4%) Shares 28,231 (+2.9%) Est. Cost $47.28 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $313 (-9.1%) Shares 1,206 (+1.1%) Est. Cost $268.23 Unrealized +3.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,468 (+1.3%) Shares 26,681 (+2.5%) Est. Cost $69.50 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $339 (+10.0%) Shares 12,132 (+1.3%) Est. Cost $24.88 Unrealized +7.9%
ABCL ABCELLERA BIOLOGICS INC 0.0%
Value ($000) $82 (+59.2%) Shares 24,000 (+134.1%) Est. Cost $4.44 Unrealized +0.5%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $306 (+10.9%) Shares 2,558 (+4.8%) Est. Cost $97.94 Unrealized +16.7%
HLN HALEON PLC 0.0%
Value ($000) $220 (+15.7%) Shares 21,731 (+2.7%) Est. Cost $8.31 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $1,414 (+2.1%) Shares 13,916 (+2.5%) Est. Cost $101.06 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $504 (+6.1%) Shares 10,770 (+6.1%) Est. Cost $35.00 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $230 (-11.1%) Shares 451 (+2.0%) Est. Cost $495.27 Unrealized +6.4%
HAS HASBRO INC 0.0%
Value ($000) $260 (+12.4%) Shares 3,169 (+3.9%) Est. Cost $62.22 Unrealized +25.4%
CTAS CINTAS CORP 0.0%
Value ($000) $1,094 (-2.5%) Shares 5,818 (+6.4%) Est. Cost $172.08 Unrealized +9.3%
IDEV ISHARES TR 0.0%
Value ($000) $343 (+8.9%) Shares 4,160 (+5.8%) Est. Cost $66.57 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $244 (+12.6%) Shares 6,745 (+10.2%) Est. Cost $32.21 Unrealized
SAIA SAIA INC 0.0%
Value ($000) $295 (+10.2%) Shares 904 (+1.0%) Est. Cost $305.82 Unrealized -1.2%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $232 (+13.3%) Shares 2,952 (+49.3%) Est. Cost $105.71 Unrealized -24.6%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $294 (+10.2%) Shares 1,444 (+4.0%) Est. Cost $205.02 Unrealized -5.7%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $2,152 (+1.3%) Shares 118,085 (+1.4%) Est. Cost $19.89 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $477 (+5.9%) Shares 20,283 (+5.5%) Est. Cost $23.24 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $965 (-2.6%) Shares 4,896 (+6.0%) Est. Cost $100.50 Unrealized +110.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $255 (+11.0%) Shares 1,384 (+14.9%) Est. Cost $188.15 Unrealized -3.2%
VMC VULCAN MATLS CO 0.0%
Value ($000) $391 (-5.9%) Shares 1,370 (+1.5%) Est. Cost $255.11 Unrealized +14.9%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $430 (-5.4%) Shares 9,443 (+1.2%) Est. Cost $37.09 Unrealized +27.6%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $499 (-4.5%) Shares 20,170 (+25.0%) Est. Cost $38.10 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $297 (+8.5%) Shares 8,231 (+8.8%) Est. Cost $30.41 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $855 (+2.8%) Shares 8,558 (+7.4%) Est. Cost $70.45 Unrealized +44.8%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $411 (+5.9%) Shares 10,035 (+1.4%) Est. Cost $23.04 Unrealized +69.1%
SUSC ISHARES TR 0.0%
Value ($000) $4,419 (+0.5%) Shares 188,949 (+1.3%) Est. Cost $22.87 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $515 (+4.6%) Shares 4,949 (+3.6%) Est. Cost $90.40 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $258 (-8.0%) Shares 1,304 (+3.2%) Est. Cost $214.22 Unrealized +1.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $295 (+8.1%) Shares 1,176 (+5.7%) Est. Cost $209.02 Unrealized +19.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $480 (-4.4%) Shares 2,266 (+3.6%) Est. Cost $182.30 Unrealized +17.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $295 (+7.8%) Shares 1,909 (+20.5%) Est. Cost $111.06 Unrealized +46.9%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $207 (+11.4%) Shares 17,741 (+1.1%) Est. Cost $10.41 Unrealized +6.6%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $420 (+5.0%) Shares 3,077 (+3.5%) Est. Cost $101.66 Unrealized +28.6%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $298 (+7.2%) Shares 2,233 (+5.4%) Est. Cost $95.34 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $382 (-4.9%) Shares 5,694 (+18.9%) Est. Cost $55.13 Unrealized +51.5%
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $951 (+2.1%) Shares 35,850 (+2.3%) Est. Cost $26.43 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $260 (+8.0%) Shares 672 (+5.8%) Est. Cost $280.92 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $241 (+8.0%) Shares 4,193 (+12.3%) Est. Cost $57.95 Unrealized +2.6%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $259 (-5.7%) Shares 3,220 (+1.9%) Est. Cost $74.25 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $315 (+4.7%) Shares 17,791 (+17.1%) Est. Cost $18.18 Unrealized
ITT ITT INC 0.0%
Value ($000) $562 (+2.6%) Shares 3,241 (+5.7%) Est. Cost $136.32 Unrealized +31.4%
MTZ MASTEC INC 0.0%
Value ($000) $346 (+3.7%) Shares 1,594 (+1.5%) Est. Cost $145.03 Unrealized +44.7%
EBAY EBAY INC. 0.0%
Value ($000) $648 (-1.9%) Shares 7,440 (+2.5%) Est. Cost $46.27 Unrealized +86.7%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,886 (+0.7%) Shares 41,582 (+98.9%) Est. Cost $61.09 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $73 (-14.1%) Shares 12,498 (+17.5%) Est. Cost $4.65 Unrealized +56.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,413 (+0.8%) Shares 6,959 (+18.9%) Est. Cost $160.06 Unrealized +32.0%
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $604 (+1.9%) Shares 8,093 (+1.1%) Est. Cost $66.29 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $270 (+4.2%) Shares 1,610 (+6.1%) Est. Cost $117.76 Unrealized +46.3%
GVI ISHARES TR 0.0%
Value ($000) $832 (+1.3%) Shares 7,746 (+1.4%) Est. Cost $104.85 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $694 (+1.5%) Shares 14,512 (+1.2%) Est. Cost $29.93 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $441 (+2.1%) Shares 3,624 (+1.1%) Est. Cost $100.25 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $210 (-3.8%) Shares 2,130 (+2.0%) Est. Cost $104.38 Unrealized
VTEI VANGUARD MUN BD FDS 0.0%
Value ($000) $528 (+1.5%) Shares 5,234 (+1.0%) Est. Cost $98.58 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $214 (+3.3%) Shares 1,077 (+5.6%) Est. Cost $178.73 Unrealized +13.1%
BALI BLACKROCK ETF TRUST 0.0%
Value ($000) $358 (+1.8%) Shares 11,306 (+2.0%) Est. Cost $29.68 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $516 (-1.2%) Shares 2,280 (+18.6%) Est. Cost $204.91 Unrealized +14.5%
XT ISHARES TR 0.0%
Value ($000) $406 (-1.5%) Shares 5,826 (+1.6%) Est. Cost $52.43 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $226 (+2.5%) Shares 1,614 (+4.8%) Est. Cost $122.18 Unrealized +10.9%
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $90 (+5.9%) Shares 10,760 (+4.9%) Est. Cost $8.13 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $78 (+6.5%) Shares 15,728 (+6.9%) Est. Cost $6.11 Unrealized -24.3%
OVV OVINTIV INC 0.0%
Value ($000) $230 (-1.8%) Shares 5,869 (+1.1%) Est. Cost $48.21 Unrealized -19.6%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $293 (-1.4%) Shares 3,857 (+18.7%) Est. Cost $66.84 Unrealized +22.5%
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $272 (+1.5%) Shares 13,685 (+2.0%) Est. Cost $21.79 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $89 (-2.8%) Shares 25,130 (+1.3%) Est. Cost $4.76 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $298 (-0.8%) Shares 6,765 (+9.6%) Est. Cost $42.15 Unrealized +3.4%
PRQR PROQR THRAPEUTICS N V 0.0%
Value ($000) $172 (+0.8%) Shares 85,000 (+6.3%) Est. Cost $1.92 Unrealized +21.9%
ITB ISHARES TR 0.0%
Value ($000) $243 (-0.4%) Shares 2,528 (+11.0%) Est. Cost $106.15 Unrealized
TDTF FLEXSHARES TR 0.0%
Value ($000) $1,089 (-0.0%) Shares 45,446 (+1.3%) Est. Cost $24.13 Unrealized

Exited Positions (109)

ISHARES TR 0.2%
Value ($000) $20,319 Shares 875,077 Est. Cost $23.21 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value ($000) $2,348 Shares 34,552 Est. Cost $91.56 Unrealized
IGHG PROSHARES TR 0.0%
Value ($000) $1,896 Shares 23,997 Est. Cost $77.17 Unrealized
CAFX PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $1,701 Shares 67,998 Est. Cost $24.49 Unrealized
UNILEVER PLC 0.0%
Value ($000) $1,341 Shares 22,613 Est. Cost $56.24 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,134 Shares 54,785 Est. Cost $20.42 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $1,118 Shares 15,608 Est. Cost $30.28 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $1,116 Shares 11,978 Est. Cost $28.32 Unrealized
ISHARES TR 0.0%
Value ($000) $964 Shares 38,268 Est. Cost $24.87 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $923 Shares 4,381 Est. Cost $83.12 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $859 Shares 18,028 Est. Cost $15.14 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $812 Shares 5,778 Est. Cost $136.51 Unrealized +3.2%
MLPX GLOBAL X FDS 0.0%
Value ($000) $798 Shares 12,721 Est. Cost $61.87 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $735 Shares 28,395 Est. Cost $24.93 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $697 Shares 2,346 Est. Cost $286.85 Unrealized -6.8%
FVC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $648 Shares 17,973 Est. Cost $24.39 Unrealized
HDMV FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $614 Shares 17,694 Est. Cost $32.51 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $605 Shares 19,916 Est. Cost $30.21 Unrealized
IT GARTNER INC 0.0%
Value ($000) $598 Shares 2,273 Est. Cost $452.92 Unrealized -46.9%
AADR ADVISORSHARES TR 0.0%
Value ($000) $521 Shares 6,002 Est. Cost $70.70 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $511 Shares 20,818 Est. Cost $24.35 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $485 Shares 3,020 Est. Cost $135.39 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $396 Shares 1,613 Est. Cost $151.89 Unrealized +97.9%
URTY PROSHARES TR 0.0%
Value ($000) $376 Shares 7,100 Est. Cost $53.00 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $366 Shares 7,047 Est. Cost $50.65 Unrealized -20.0%
SPUS TIDAL TRUST I 0.0%
Value ($000) $346 Shares 6,994 Est. Cost $41.71 Unrealized
ACM AECOM 0.0%
Value ($000) $337 Shares 2,583 Est. Cost $100.41 Unrealized +16.8%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $329 Shares 12,694 Est. Cost $29.55 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $326 Shares 2,442 Est. Cost $143.14 Unrealized -14.1%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $325 Shares 765 Est. Cost $138.87 Unrealized +179.9%
VITAL ENERGY INC 0.0%
Value ($000) $320 Shares 18,922 Est. Cost $42.26 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $315 Shares 653 Est. Cost $307.74 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $304 Shares 1,453 Est. Cost $209.34 Unrealized
KELLANOVA 0.0%
Value ($000) $302 Shares 3,683 Est. Cost $58.46 Unrealized +41.4%
CVRT CALAMOS ETF TR 0.0%
Value ($000) $298 Shares 8,209 Est. Cost $30.01 Unrealized
DAC DANAOS CORPORATION 0.0%
Value ($000) $296 Shares 3,292 Est. Cost $79.66 Unrealized +15.6%
INOD INNODATA INC 0.0%
Value ($000) $289 Shares 3,755 Est. Cost $50.51 Unrealized +29.1%
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value ($000) $276 Shares 2,952 Est. Cost $97.21 Unrealized -15.6%
GOEX GLOBAL X FDS 0.0%
Value ($000) $276 Shares 4,065 Est. Cost $67.93 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $274 Shares 8,057 Est. Cost $29.83 Unrealized +1.4%
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $273 Shares 15,931 Est. Cost $13.49 Unrealized +45.7%
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $272 Shares 5,174 Est. Cost $51.25 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $269 Shares 5,484 Est. Cost $71.79 Unrealized -38.3%
ELF E L F BEAUTY INC 0.0%
Value ($000) $267 Shares 2,013 Est. Cost $123.34 Unrealized -20.2%
GSL GLOBAL SHIP LEASE INC NEW 0.0%
Value ($000) $265 Shares 8,621 Est. Cost $29.79 Unrealized +9.0%
HLX HELIX ENERGY SOLUTIONS GRP I 0.0%
Value ($000) $261 Shares 39,822 Est. Cost $6.38 Unrealized +4.2%
SUSB ISHARES TR 0.0%
Value ($000) $261 Shares 10,317 Est. Cost $24.95 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $258 Shares 17,119 Est. Cost $16.16 Unrealized -1.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $258 Shares 10,488 Est. Cost $19.19 Unrealized +22.1%
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $253 Shares 4,499 Est. Cost $48.76 Unrealized
LRN STRIDE INC 0.0%
Value ($000) $248 Shares 1,664 Est. Cost $126.39 Unrealized -28.2%
DT DYNATRACE INC 0.0%
Value ($000) $247 Shares 5,097 Est. Cost $50.09 Unrealized -6.9%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $242 Shares 2,471 Est. Cost $90.03 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $242 Shares 3,412 Est. Cost $70.85 Unrealized
HPQ HP INC 0.0%
Value ($000) $241 Shares 8,862 Est. Cost $26.93 Unrealized -6.2%
MCHI ISHARES TR 0.0%
Value ($000) $241 Shares 3,664 Est. Cost $65.85 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $240 Shares 12,567 Est. Cost $18.49 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $238 Shares 1,496 Est. Cost $158.41 Unrealized -6.1%
IXG ISHARES TR 0.0%
Value ($000) $238 Shares 2,041 Est. Cost $110.90 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $232 Shares 2,067 Est. Cost $112.13 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $231 Shares 771 Est. Cost $249.30 Unrealized +13.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $231 Shares 840 Est. Cost $360.12 Unrealized -37.5%
EQIX EQUINIX INC 0.0%
Value ($000) $230 Shares 294 Est. Cost $797.30 Unrealized -2.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $228 Shares 25,009 Est. Cost $11.31 Unrealized -28.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $226 Shares 2,296 Est. Cost $105.94 Unrealized -10.7%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $226 Shares 1,119 Est. Cost $159.12 Unrealized +21.8%
SANDSTORM GOLD LTD 0.0%
Value ($000) $223 Shares 17,850 Est. Cost $5.87 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $222 Shares 3,085 Est. Cost $80.90 Unrealized -14.5%
CHWY CHEWY INC 0.0%
Value ($000) $219 Shares 5,405 Est. Cost $39.84 Unrealized -12.8%
NTAP NETAPP INC 0.0%
Value ($000) $216 Shares 1,823 Est. Cost $110.78 Unrealized +2.6%
ZLAB ZAI LAB LTD 0.0%
Value ($000) $216 Shares 6,367 Est. Cost $34.97 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $211 Shares 963 Est. Cost $210.78 Unrealized -1.3%
ELD WISDOMTREE TR 0.0%
Value ($000) $209 Shares 7,279 Est. Cost $34.08 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $208 Shares 1,229 Est. Cost $176.15 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $208 Shares 1,085 Est. Cost $306.63 Unrealized -46.4%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $207 Shares 4,315 Est. Cost $37.94 Unrealized +8.5%
CYD CHINA YUCHAI INTL LTD 0.0%
Value ($000) $207 Shares 5,000 Est. Cost $30.22 Unrealized +20.6%
NNN NNN REIT INC 0.0%
Value ($000) $206 Shares 4,846 Est. Cost $42.57 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $206 Shares 1,598 Est. Cost $120.35 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $206 Shares 12,093 Est. Cost $16.69 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $205 Shares 2,048 Est. Cost $100.22 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $205 Shares 3,609 Est. Cost $51.24 Unrealized -16.4%
APPF APPFOLIO INC 0.0%
Value ($000) $205 Shares 742 Est. Cost $270.12 Unrealized -12.0%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $204 Shares 3,557 Est. Cost $52.29 Unrealized -3.7%
IMCB ISHARES TR 0.0%
Value ($000) $204 Shares 2,454 Est. Cost $83.03 Unrealized
QIAGEN NV 0.0%
Value ($000) $203 Shares 4,553 Est. Cost $48.06 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $203 Shares 1,225 Est. Cost $172.36 Unrealized +8.2%
NWSA NEWS CORP NEW 0.0%
Value ($000) $202 Shares 6,590 Est. Cost $27.40 Unrealized -4.2%
IREN IREN LIMITED 0.0%
Value ($000) $202 Shares 4,299 Est. Cost $24.29 Unrealized +112.4%
MUSA MURPHY USA INC 0.0%
Value ($000) $202 Shares 519 Est. Cost $471.73 Unrealized -18.7%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $202 Shares 3,357 Est. Cost $61.23 Unrealized -1.3%
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $201 Shares 8,090 Est. Cost $16.54 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $171 Shares 18,812 Est. Cost $9.10 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $162 Shares 10,591 Est. Cost $13.67 Unrealized +10.3%
CLBK COLUMBIA FINL INC 0.0%
Value ($000) $152 Shares 10,142 Est. Cost $15.50 Unrealized +0.1%
COMPANHIA PARANAENSE DE ENER 0.0%
Value ($000) $149 Shares 15,182 Est. Cost $9.80 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $137 Shares 15,108 Est. Cost $9.05 Unrealized
ITRM ITERUM THERAPEUTICS PLC 0.0%
Value ($000) $128 Shares 191,000 Est. Cost $1.23 Unrealized -56.4%
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $112 Shares 12,543 Est. Cost $8.08 Unrealized +8.1%
HANESBRANDS INC 0.0%
Value ($000) $90 Shares 13,599 Est. Cost $4.76 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $85 Shares 13,997 Est. Cost $3.83 Unrealized
MONOGRAM TECHNOLOGIES INC 0.0%
Value ($000) $68 Shares 11,666 Est. Cost $3.33 Unrealized
ACHV ACHIEVE LIFE SCIENCES INC 0.0%
Value ($000) $63 Shares 20,000 Est. Cost $2.74 Unrealized +58.8%
LTRX LANTRONIX INC 0.0%
Value ($000) $60 Shares 13,122 Est. Cost $3.46 Unrealized +50.5%
FMST FOREMOST CLEAN ENERGY LTD 0.0%
Value ($000) $55 Shares 19,000 Est. Cost $2.36 Unrealized +25.4%
RC READY CAPITAL CORP 0.0%
Value ($000) $46 Shares 11,839 Est. Cost $11.00 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $22 Shares 12,579 Est. Cost $1.33 Unrealized
374WATER INC 0.0%
Value ($000) $11 Shares 40,033 Est. Cost $0.32 Unrealized
MSPRW MSP RECOVERY INC 0.0%
Value ($000) $11 Shares 6,343,256 Est. Cost $0.02 Unrealized

Decreased Positions (677)

XSOE WISDOMTREE TR 0.3%
Value ($000) $29,760 (-79.0%) Shares 762,687 (-79.5%) Est. Cost $31.87 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $129,141 (-35.8%) Shares 650,190 (-37.1%) Est. Cost $141.73 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $1,049 (-94.5%) Shares 10,246 (-94.5%) Est. Cost $102.71 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $44,668 (-23.9%) Shares 223,700 (-25.3%) Est. Cost $120.60 Unrealized
XTEN BONDBLOXX ETF TRUST 0.7%
Value ($000) $71,642 (-16.0%) Shares 1,550,026 (-15.3%) Est. Cost $46.50 Unrealized
EFV ISHARES TR 1.3%
Value ($000) $135,656 (-9.0%) Shares 1,899,685 (-13.6%) Est. Cost $54.96 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $18,988 (-36.5%) Shares 239,262 (-39.7%) Est. Cost $74.27 Unrealized +5.9%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $1,025 (-91.3%) Shares 5,930 (-90.7%) Est. Cost $93.31 Unrealized +100.9%
IYF ISHARES TR 0.1%
Value ($000) $6,671 (-54.4%) Shares 51,738 (-55.2%) Est. Cost $97.70 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $1,680 (-82.2%) Shares 57,360 (-82.1%) Est. Cost $29.30 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $3,566 (-58.9%) Shares 54,773 (-63.0%) Est. Cost $100.35 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.7%
Value ($000) $72,867 (-6.5%) Shares 3,117,962 (-6.1%) Est. Cost $34.97 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,326 (-33.4%) Shares 342,744 (-35.6%) Est. Cost $37.17 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $33,433 (-11.8%) Shares 54,424 (-13.8%) Est. Cost $367.03 Unrealized
FISV FISERV INC 0.0%
Value ($000) $551 (-88.9%) Shares 8,208 (-78.7%) Est. Cost $156.04 Unrealized -46.3%
IJR ISHARES TR 0.1%
Value ($000) $14,612 (-22.9%) Shares 121,580 (-23.8%) Est. Cost $91.38 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $8,044 (-34.7%) Shares 184,331 (-37.1%) Est. Cost $33.03 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $3,111 (-57.8%) Shares 113,966 (-57.1%) Est. Cost $26.47 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $142,685 (-2.9%) Shares 208,317 (-5.1%) Est. Cost $376.12 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $5,898 (-41.9%) Shares 36,402 (-45.9%) Est. Cost $81.91 Unrealized +111.9%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,603 (-60.4%) Shares 71,561 (-60.6%) Est. Cost $32.29 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $47,003 (-7.5%) Shares 381,331 (-9.4%) Est. Cost $74.51 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $18,213 (-15.9%) Shares 247,597 (-18.4%) Est. Cost $54.59 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $1,750 (-66.3%) Shares 34,400 (-67.3%) Est. Cost $37.78 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $21,074 (-13.9%) Shares 319,309 (-14.9%) Est. Cost $95.87 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $21,719 (-12.5%) Shares 32,903 (-2.6%) Est. Cost $278.02 Unrealized +140.0%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $8,632 (+54.3%) Shares 84,995 (-16.9%) Est. Cost $102.42 Unrealized -21.6%
EEM ISHARES TR 0.0%
Value ($000) $3,559 (-45.1%) Shares 65,057 (-46.4%) Est. Cost $41.19 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $11,260 (-19.7%) Shares 117,358 (-19.5%) Est. Cost $94.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $52,653 (-5.0%) Shares 1,089,671 (-2.7%) Est. Cost $49.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $30,826 (-8.1%) Shares 1,145,531 (-10.0%) Est. Cost $39.92 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $5,687 (-31.6%) Shares 18,823 (-32.6%) Est. Cost $238.43 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $102,527 (-2.4%) Shares 549,743 (-2.4%) Est. Cost $108.23 Unrealized +72.0%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $6,533 (-28.1%) Shares 117,085 (-26.7%) Est. Cost $56.75 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $13,991 (-15.3%) Shares 65,331 (-36.0%) Est. Cost $100.90 Unrealized +122.6%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $264 (-90.5%) Shares 2,324 (-91.7%) Est. Cost $35.42 Unrealized
MOAT VANECK ETF TRUST 0.5%
Value ($000) $48,323 (-4.5%) Shares 466,619 (-8.6%) Est. Cost $55.15 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,331 (-63.1%) Shares 32,980 (-61.5%) Est. Cost $38.41 Unrealized
SCHG SCHWAB STRATEGIC TR 2.3%
Value ($000) $233,828 (-0.9%) Shares 7,168,249 (-3.0%) Est. Cost $44.93 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $5,901 (+54.1%) Shares 20,676 (-9.7%) Est. Cost $89.64 Unrealized +155.9%
ARKK ARK ETF TR 0.0%
Value ($000) $1,929 (-51.7%) Shares 25,075 (-45.8%) Est. Cost $49.87 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.8%
Value ($000) $86,123 (-2.3%) Shares 650,625 (-3.9%) Est. Cost $81.99 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $408 (-83.2%) Shares 17,251 (-83.0%) Est. Cost $23.48 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $18,873 (-9.1%) Shares 688,038 (-9.5%) Est. Cost $40.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $39,346 (-4.4%) Shares 57,698 (-6.6%) Est. Cost $384.57 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $10,973 (-13.8%) Shares 42,658 (-1.6%) Est. Cost $220.80 Unrealized +19.9%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $433 (-78.9%) Shares 9,757 (-79.3%) Est. Cost $36.08 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $7,185 (-17.7%) Shares 124,075 (-18.8%) Est. Cost $36.50 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $10,556 (-12.3%) Shares 103,513 (-14.4%) Est. Cost $79.94 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $17,035 (-7.6%) Shares 35,993 (-8.6%) Est. Cost $275.85 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $64,444 (-2.1%) Shares 192,215 (-4.1%) Est. Cost $209.40 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $19,205 (-6.5%) Shares 63,196 (-14.1%) Est. Cost $136.05 Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value ($000) $1,174 (-51.7%) Shares 15,077 (-51.3%) Est. Cost $77.44 Unrealized
JMTG J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $44,797 (-2.7%) Shares 877,336 (-2.8%) Est. Cost $50.32 Unrealized
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,077 (-53.2%) Shares 26,006 (-54.4%) Est. Cost $36.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $8,616 (-12.3%) Shares 14,869 (-26.6%) Est. Cost $509.37 Unrealized +11.0%
OCTU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $1,826 (-39.7%) Shares 64,153 (-40.7%) Est. Cost $25.28 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $35,856 (-3.2%) Shares 942,832 (-3.8%) Est. Cost $29.17 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $875 (-57.3%) Shares 13,173 (-57.6%) Est. Cost $74.56 Unrealized -12.0%
IGEB ISHARES TR 0.3%
Value ($000) $32,628 (-3.4%) Shares 714,592 (-2.6%) Est. Cost $44.81 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $9,246 (-11.0%) Shares 349,307 (-9.4%) Est. Cost $27.99 Unrealized
LQTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,219 (-48.3%) Shares 60,579 (-47.5%) Est. Cost $20.32 Unrealized
PRVA PRIVIA HEALTH GROUP INC 0.1%
Value ($000) $7,131 (-13.3%) Shares 300,776 (-9.0%) Est. Cost $25.42 Unrealized -4.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $13,396 (-7.4%) Shares 214,435 (-11.2%) Est. Cost $47.23 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,899 (-26.6%) Shares 34,430 (-26.2%) Est. Cost $84.77 Unrealized -0.8%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $4,110 (+34.0%) Shares 173,777 (-11.0%) Est. Cost $9.93 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $17,206 (-5.7%) Shares 218,318 (-5.6%) Est. Cost $77.01 Unrealized
USHY ISHARES TR 0.2%
Value ($000) $19,982 (-4.9%) Shares 534,357 (-3.9%) Est. Cost $36.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $5,232 (-16.3%) Shares 44,634 (-11.6%) Est. Cost $85.70 Unrealized +41.9%
EFG ISHARES TR 0.2%
Value ($000) $21,143 (-4.6%) Shares 185,598 (-4.6%) Est. Cost $95.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $12,091 (-7.7%) Shares 36,626 (-3.5%) Est. Cost $440.58 Unrealized -23.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2,659 (-27.1%) Shares 18,142 (-11.1%) Est. Cost $95.89 Unrealized
SE SEA LTD 0.0%
Value ($000) $1,572 (-36.8%) Shares 12,321 (-11.4%) Est. Cost $100.41 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $12,193 (-6.9%) Shares 507,185 (-9.8%) Est. Cost $24.04 Unrealized
V VISA INC 0.1%
Value ($000) $10,676 (-7.8%) Shares 30,442 (-10.2%) Est. Cost $222.63 Unrealized +52.9%
IGSB ISHARES TR 0.3%
Value ($000) $27,907 (-3.1%) Shares 527,737 (-2.8%) Est. Cost $52.02 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $22,090 (-3.8%) Shares 234,598 (-2.8%) Est. Cost $74.37 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $389 (-69.0%) Shares 829 (-67.4%) Est. Cost $499.47 Unrealized -11.1%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $2,160 (-28.4%) Shares 31,166 (-32.2%) Est. Cost $53.84 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $15,990 (-4.9%) Shares 229,504 (-6.6%) Est. Cost $65.45 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $2,829 (+40.2%) Shares 14,560 (-3.2%) Est. Cost $191.18 Unrealized -10.3%
CRH CRH PLC 0.0%
Value ($000) $4,298 (-15.6%) Shares 34,442 (-19.0%) Est. Cost $86.36 Unrealized +37.9%
GSEW GOLDMAN SACHS ETF TR 0.3%
Value ($000) $26,544 (-2.9%) Shares 311,846 (-3.0%) Est. Cost $53.44 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $24,617 (-3.1%) Shares 297,238 (-2.9%) Est. Cost $82.52 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $181,853 (+0.4%) Shares 289,976 (-1.9%) Est. Cost $380.44 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $1,838 (-29.8%) Shares 127,937 (-7.5%) Est. Cost $16.09 Unrealized +7.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $2,850 (+37.5%) Shares 44,238 (-9.6%) Est. Cost $22.77 Unrealized
IEI ISHARES TR 0.3%
Value ($000) $34,208 (-2.2%) Shares 286,617 (-2.0%) Est. Cost $118.66 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $21,321 (-3.3%) Shares 709,056 (-4.7%) Est. Cost $39.27 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $27,947 (+2.7%) Shares 853,865 (-1.6%) Est. Cost $24.39 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $1,642 (-30.7%) Shares 59,354 (-42.2%) Est. Cost $11.51 Unrealized
FRDM EA SERIES TRUST 0.1%
Value ($000) $6,831 (+11.9%) Shares 133,236 (-3.3%) Est. Cost $28.82 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $856 (-45.6%) Shares 18,181 (-45.8%) Est. Cost $47.69 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2,649 (-21.1%) Shares 12,056 (-20.7%) Est. Cost $186.53 Unrealized +14.0%
TVAL T ROWE PRICE ETF INC 0.2%
Value ($000) $20,996 (-3.3%) Shares 596,145 (-6.3%) Est. Cost $30.94 Unrealized
SSUS STRATEGY SHS 0.2%
Value ($000) $17,689 (-3.8%) Shares 362,848 (-4.7%) Est. Cost $33.08 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $6,174 (-10.2%) Shares 96,005 (-4.0%) Est. Cost $40.97 Unrealized +63.3%
SGOV ISHARES TR 0.1%
Value ($000) $9,863 (-6.6%) Shares 98,260 (-6.4%) Est. Cost $100.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $6,894 (-9.2%) Shares 128,237 (-8.5%) Est. Cost $41.69 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $13,193 (+5.5%) Shares 346,731 (-1.6%) Est. Cost $27.31 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,829 (-27.3%) Shares 50,456 (-28.8%) Est. Cost $31.52 Unrealized +13.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4,025 (-14.6%) Shares 21,850 (-5.5%) Est. Cost $144.63 Unrealized +39.5%
T AT&T INC 0.0%
Value ($000) $4,023 (-14.4%) Shares 161,957 (-2.6%) Est. Cost $15.59 Unrealized +62.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $1,810 (-26.7%) Shares 35,828 (-2.7%) Est. Cost $15.70 Unrealized +303.9%
PULS PGIM ETF TR 0.0%
Value ($000) $883 (-42.7%) Shares 17,806 (-42.4%) Est. Cost $49.31 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $15,246 (+4.4%) Shares 126,690 (-2.2%) Est. Cost $76.33 Unrealized +51.3%
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $30,842 (-2.0%) Shares 1,041,603 (-3.7%) Est. Cost $37.63 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $11,770 (+5.7%) Shares 29,699 (-5.2%) Est. Cost $201.57 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1,093 (-36.5%) Shares 3,327 (-33.2%) Est. Cost $257.02 Unrealized +27.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $1,396 (-30.9%) Shares 9,229 (-30.6%) Est. Cost $123.54 Unrealized +19.5%
TCAF T ROWE PRICE ETF INC 0.3%
Value ($000) $27,990 (-2.2%) Shares 732,336 (-3.5%) Est. Cost $32.25 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $4,112 (-13.0%) Shares 18,056 (-5.6%) Est. Cost $174.02 Unrealized +22.0%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $12,505 (-4.7%) Shares 254,478 (-4.4%) Est. Cost $49.79 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $2,666 (-18.2%) Shares 6,253 (-8.9%) Est. Cost $392.39 Unrealized +8.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $2,319 (-19.8%) Shares 3,076 (-20.5%) Est. Cost $426.34 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,747 (-24.5%) Shares 23,712 (-15.7%) Est. Cost $72.03 Unrealized +4.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,833 (-16.5%) Shares 5,421 (-22.3%) Est. Cost $402.56 Unrealized +22.8%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $34,946 (-1.6%) Shares 1,332,291 (-3.5%) Est. Cost $33.73 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $346 (-61.8%) Shares 47,266 (-47.8%) Est. Cost $10.66 Unrealized -9.2%
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $4,069 (-11.7%) Shares 80,859 (-11.4%) Est. Cost $49.84 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $5,325 (+11.3%) Shares 117,583 (-3.7%) Est. Cost $34.81 Unrealized +17.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,016 (-20.7%) Shares 35,214 (-20.9%) Est. Cost $56.92 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $621 (-45.7%) Shares 1,166 (-49.1%) Est. Cost $443.01 Unrealized +27.6%
TIP ISHARES TR 0.1%
Value ($000) $6,338 (-7.6%) Shares 57,661 (-6.5%) Est. Cost $107.53 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $9,959 (-4.9%) Shares 232,297 (-4.0%) Est. Cost $41.32 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $2,045 (-20.0%) Shares 23,105 (-17.4%) Est. Cost $88.42 Unrealized
AVUS AMERICAN CENTY ETF TR 0.5%
Value ($000) $54,546 (-0.9%) Shares 487,973 (-3.6%) Est. Cost $73.25 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,547 (-16.1%) Shares 42,507 (-16.0%) Est. Cost $59.58 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $4,208 (-10.3%) Shares 103,316 (-3.2%) Est. Cost $37.03 Unrealized +9.3%
DEO DIAGEO PLC 0.0%
Value ($000) $2,013 (-18.6%) Shares 23,329 (-10.0%) Est. Cost $152.58 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $922 (-33.3%) Shares 2,495 (-12.4%) Est. Cost $315.65 Unrealized +26.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,857 (-19.8%) Shares 22,733 (-3.8%) Est. Cost $43.34 Unrealized +107.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $214 (-68.1%) Shares 1,955 (-58.7%) Est. Cost $158.90 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $1,881 (-19.4%) Shares 184,586 (-16.2%) Est. Cost $11.07 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $720 (-38.4%) Shares 19,446 (-34.8%) Est. Cost $56.78 Unrealized -36.3%
TFLO ISHARES TR 0.2%
Value ($000) $24,671 (-1.8%) Shares 488,914 (-1.5%) Est. Cost $50.65 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $334 (-57.3%) Shares 8,305 (-17.2%) Est. Cost $29.08 Unrealized +28.6%
WTMF WISDOMTREE TR 0.2%
Value ($000) $17,574 (-2.5%) Shares 462,241 (-2.8%) Est. Cost $35.22 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1,778 (-19.7%) Shares 6,872 (-3.9%) Est. Cost $134.69 Unrealized +96.2%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $518 (-45.6%) Shares 912 (-31.3%) Est. Cost $367.09 Unrealized +69.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $514 (-45.4%) Shares 7,526 (-48.7%) Est. Cost $65.13 Unrealized +5.8%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $229 (-65.1%) Shares 3,404 (-62.0%) Est. Cost $40.88 Unrealized +64.5%
FAST FASTENAL CO 0.0%
Value ($000) $1,422 (-23.1%) Shares 35,428 (-6.0%) Est. Cost $33.94 Unrealized +23.8%
ECL ECOLAB INC 0.0%
Value ($000) $1,138 (-27.1%) Shares 4,333 (-24.0%) Est. Cost $200.36 Unrealized +32.6%
ETN EATON CORP PLC 0.0%
Value ($000) $1,972 (-16.9%) Shares 6,192 (-2.4%) Est. Cost $234.81 Unrealized +50.9%
BX BLACKSTONE INC 0.0%
Value ($000) $2,546 (-13.6%) Shares 16,520 (-4.2%) Est. Cost $76.99 Unrealized +96.7%
AMLP ALPS ETF TR 0.0%
Value ($000) $974 (-29.0%) Shares 20,713 (-29.1%) Est. Cost $44.75 Unrealized
AON AON PLC 0.0%
Value ($000) $1,920 (-17.1%) Shares 5,442 (-16.2%) Est. Cost $285.76 Unrealized +22.2%
IEF ISHARES TR 0.2%
Value ($000) $19,135 (-2.0%) Shares 198,990 (-1.7%) Est. Cost $96.92 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $525 (-42.8%) Shares 520 (-45.9%) Est. Cost $896.50 Unrealized +8.1%
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $1,577 (+32.4%) Shares 8,635 (-11.9%) Est. Cost $72.39 Unrealized +92.9%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $280 (-57.7%) Shares 4,490 (-56.9%) Est. Cost $58.99 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1,372 (-21.3%) Shares 10,474 (-12.5%) Est. Cost $99.00 Unrealized +39.1%
HYTI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,139 (-24.6%) Shares 57,594 (-23.8%) Est. Cost $20.06 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $3,596 (+11.4%) Shares 30,820 (-3.1%) Est. Cost $54.35 Unrealized +90.7%
COO COOPER COS INC 0.0%
Value ($000) $611 (-36.7%) Shares 7,459 (-47.0%) Est. Cost $74.74 Unrealized +0.2%
SAP SAP SE 0.0%
Value ($000) $690 (-33.8%) Shares 2,842 (-27.2%) Est. Cost $202.90 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,625 (-17.8%) Shares 11,514 (-17.2%) Est. Cost $114.61 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,252 (-13.5%) Shares 55,299 (-15.7%) Est. Cost $36.87 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2,696 (-11.4%) Shares 32,875 (-18.9%) Est. Cost $81.38 Unrealized -4.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,271 (-21.5%) Shares 24,984 (-14.4%) Est. Cost $124.96 Unrealized
AVLC AMERICAN CENTY ETF TR 0.2%
Value ($000) $17,748 (-1.9%) Shares 225,745 (-4.5%) Est. Cost $71.04 Unrealized
SII SPROTT INC 0.0%
Value ($000) $2,915 (+12.9%) Shares 29,769 (-4.1%) Est. Cost $42.64 Unrealized +108.0%
FSK FS KKR CAP CORP 0.0%
Value ($000) $1,432 (-18.7%) Shares 96,718 (-18.0%) Est. Cost $15.79 Unrealized -6.9%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $657 (-33.1%) Shares 5,220 (-33.1%) Est. Cost $114.90 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $776 (-28.6%) Shares 4,810 (-13.3%) Est. Cost $116.04 Unrealized +56.8%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,362 (-18.5%) Shares 5,428 (-6.7%) Est. Cost $214.47 Unrealized +23.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,986 (-13.4%) Shares 371 (-12.7%) Est. Cost $2777.48 Unrealized +85.0%
LOMA LOMA NEGRA C I A S A MTN 14 0.0%
Value ($000) $742 (+70.2%) Shares 57,279 (-3.1%) Est. Cost $11.94 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $224 (-57.7%) Shares 1,472 (-10.2%) Est. Cost $336.38 Unrealized -31.6%
KLAC KLA CORP 0.0%
Value ($000) $3,400 (+9.7%) Shares 2,799 (-2.6%) Est. Cost $490.69 Unrealized +138.8%
FLOT ISHARES TR 0.1%
Value ($000) $9,400 (-3.1%) Shares 184,816 (-2.7%) Est. Cost $50.87 Unrealized
LB LANDBRIDGE COMPANY LLC 0.0%
Value ($000) $1,323 (-18.3%) Shares 26,997 (-11.0%) Est. Cost $57.91 Unrealized +0.4%
ALLE ALLEGION PLC 0.0%
Value ($000) $538 (-35.4%) Shares 3,381 (-28.1%) Est. Cost $117.01 Unrealized +42.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,640 (-15.2%) Shares 8,450 (-18.2%) Est. Cost $226.43 Unrealized -16.3%
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,517 (-7.6%) Shares 81,323 (-9.3%) Est. Cost $32.96 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2,869 (-9.0%) Shares 15,466 (-1.1%) Est. Cost $185.53 Unrealized +0.5%
FFIV F5 INC 0.0%
Value ($000) $211 (-57.1%) Shares 828 (-45.7%) Est. Cost $278.64 Unrealized -3.4%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,894 (-8.6%) Shares 64,399 (-10.7%) Est. Cost $40.60 Unrealized
GBF ISHARES TR 0.1%
Value ($000) $10,943 (-2.4%) Shares 104,518 (-1.8%) Est. Cost $100.18 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $7,064 (-3.7%) Shares 138,245 (-3.3%) Est. Cost $50.42 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $297 (-47.6%) Shares 2,063 (-55.9%) Est. Cost $93.97 Unrealized +40.9%
EME EMCOR GROUP INC 0.0%
Value ($000) $3,223 (-7.7%) Shares 5,268 (-2.0%) Est. Cost $206.15 Unrealized +214.1%
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $1,091 (-19.7%) Shares 30,484 (-19.4%) Est. Cost $32.00 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $1,497 (-15.0%) Shares 5,364 (-10.5%) Est. Cost $225.70 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $623 (-29.7%) Shares 8,777 (-30.7%) Est. Cost $65.53 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $2,248 (+13.3%) Shares 24,454 (-5.5%) Est. Cost $73.47 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $775 (+51.2%) Shares 2,102 (-33.3%) Est. Cost $70.96 Unrealized +261.9%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $573 (-31.3%) Shares 9,487 (-32.4%) Est. Cost $38.58 Unrealized
RELX RELX PLC 0.0%
Value ($000) $663 (-28.2%) Shares 16,400 (-15.2%) Est. Cost $45.87 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $2,531 (-9.3%) Shares 210,598 (-11.8%) Est. Cost $11.68 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $3,236 (+8.7%) Shares 10,367 (-1.7%) Est. Cost $228.37 Unrealized +28.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,618 (-13.4%) Shares 54,121 (-9.0%) Est. Cost $37.93 Unrealized -24.8%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $3,694 (-6.3%) Shares 84,852 (-4.2%) Est. Cost $41.63 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,784 (-8.1%) Shares 55,263 (-8.3%) Est. Cost $54.11 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1,077 (+28.8%) Shares 37,379 (-12.7%) Est. Cost $12.91 Unrealized +81.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,211 (+24.6%) Shares 14,896 (-6.6%) Est. Cost $38.85 Unrealized +81.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $517 (-31.5%) Shares 2,318 (-26.9%) Est. Cost $161.62 Unrealized +40.6%
BUG GLOBAL X FDS 0.0%
Value ($000) $665 (-26.4%) Shares 21,822 (-14.9%) Est. Cost $31.05 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $3,044 (-7.2%) Shares 68,553 (-10.6%) Est. Cost $31.65 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $1,634 (-12.6%) Shares 18,150 (-9.5%) Est. Cost $91.88 Unrealized -0.1%
STLA STELLANTIS N.V 0.0%
Value ($000) $2,008 (+13.2%) Shares 184,386 (-2.9%) Est. Cost $17.23 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $3,213 (-6.8%) Shares 23,055 (-9.2%) Est. Cost $107.80 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $998 (-19.0%) Shares 18,886 (-8.4%) Est. Cost $32.30 Unrealized +71.9%
CLOA BLACKROCK ETF TRUST II 0.1%
Value ($000) $5,995 (-3.7%) Shares 115,867 (-3.3%) Est. Cost $51.97 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $930 (-19.9%) Shares 4,585 (-2.8%) Est. Cost $103.73 Unrealized +108.9%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $791 (-22.6%) Shares 3,521 (-23.5%) Est. Cost $187.12 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $631 (-26.4%) Shares 7,353 (-34.4%) Est. Cost $38.36 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,526 (-8.2%) Shares 32,440 (-7.9%) Est. Cost $75.06 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,269 (-15.0%) Shares 4,550 (-1.3%) Est. Cost $127.91 Unrealized +120.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $879 (-20.1%) Shares 10,340 (-20.9%) Est. Cost $76.00 Unrealized +15.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $332 (-39.8%) Shares 3,733 (-34.7%) Est. Cost $97.42 Unrealized -6.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $944 (-18.9%) Shares 19,746 (-14.4%) Est. Cost $27.32 Unrealized +72.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $744 (-22.6%) Shares 29,065 (-13.0%) Est. Cost $34.21 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $6,726 (-3.1%) Shares 15,128 (-5.1%) Est. Cost $268.04 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $1,560 (+15.8%) Shares 727 (-3.5%) Est. Cost $1391.50 Unrealized +35.4%
HOLX HOLOGIC INC 0.0%
Value ($000) $201 (-51.3%) Shares 2,692 (-55.9%) Est. Cost $72.51 Unrealized +0.8%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,467 (-12.6%) Shares 38,281 (-13.3%) Est. Cost $34.31 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $698 (-23.1%) Shares 2,323 (-24.6%) Est. Cost $259.74 Unrealized
XMTR XOMETRY INC 0.0%
Value ($000) $753 (-21.7%) Shares 12,659 (-28.3%) Est. Cost $28.28 Unrealized +99.3%
EMXC ISHARES INC 0.1%
Value ($000) $7,637 (+2.7%) Shares 105,076 (-4.6%) Est. Cost $58.29 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $436 (-31.8%) Shares 1,951 (-9.0%) Est. Cost $189.59 Unrealized +40.0%
IGLB ISHARES TR 0.0%
Value ($000) $2,599 (-7.2%) Shares 51,513 (-5.2%) Est. Cost $49.46 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $244 (-45.2%) Shares 1,003 (-37.0%) Est. Cost $191.94 Unrealized +30.7%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $5,931 (+3.5%) Shares 79,844 (-6.8%) Est. Cost $67.81 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $1,649 (-10.8%) Shares 30,042 (-1.8%) Est. Cost $48.97 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $5,722 (-3.4%) Shares 118,987 (-2.6%) Est. Cost $48.47 Unrealized
POOL POOL CORP 0.0%
Value ($000) $210 (-48.7%) Shares 918 (-30.4%) Est. Cost $332.33 Unrealized -21.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $7,530 (-2.6%) Shares 78,387 (-3.4%) Est. Cost $86.19 Unrealized +12.7%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $6,074 (-3.2%) Shares 90,085 (-3.9%) Est. Cost $61.14 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1,124 (-15.0%) Shares 4,550 (-6.1%) Est. Cost $253.60 Unrealized -0.8%
AZO AUTOZONE INC 0.0%
Value ($000) $288 (-40.5%) Shares 85 (-24.8%) Est. Cost $2799.56 Unrealized +34.9%
BUFF INNOVATOR ETFS TRUST 0.0%
Value ($000) $675 (-22.6%) Shares 13,533 (-24.1%) Est. Cost $47.44 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $442 (-30.7%) Shares 4,800 (-49.5%) Est. Cost $384.57 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $5,140 (+3.9%) Shares 28,028 (-5.2%) Est. Cost $72.48 Unrealized +139.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $998 (-16.3%) Shares 11,428 (-12.4%) Est. Cost $70.20 Unrealized +27.1%
EOG EOG RES INC 0.0%
Value ($000) $776 (-19.9%) Shares 7,393 (-14.5%) Est. Cost $115.87 Unrealized -7.5%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $4,331 (+4.6%) Shares 112,258 (-5.5%) Est. Cost $15.57 Unrealized +123.8%
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,951 (-4.6%) Shares 90,382 (-6.3%) Est. Cost $36.19 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value ($000) $8,402 (-2.2%) Shares 143,039 (-4.6%) Est. Cost $46.59 Unrealized
SUSL ISHARES TR 0.1%
Value ($000) $9,305 (+2.0%) Shares 76,728 (-1.6%) Est. Cost $93.64 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $438 (-29.1%) Shares 10,449 (-1.6%) Est. Cost $70.88 Unrealized -17.1%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $851 (-17.4%) Shares 3,959 (-2.4%) Est. Cost $252.94 Unrealized -11.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1,095 (-13.8%) Shares 5,916 (-12.6%) Est. Cost $122.64 Unrealized +46.8%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $490 (-26.3%) Shares 5,858 (-1.2%) Est. Cost $38.54 Unrealized +168.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,578 (+12.5%) Shares 5,086 (-5.6%) Est. Cost $187.83 Unrealized +51.9%
FLEX FLEX LTD 0.0%
Value ($000) $401 (-30.1%) Shares 6,636 (-32.9%) Est. Cost $31.46 Unrealized +96.4%
INGR INGREDION INC 0.0%
Value ($000) $287 (-37.5%) Shares 2,600 (-30.8%) Est. Cost $107.76 Unrealized +4.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $304 (-36.0%) Shares 15,042 (-35.4%) Est. Cost $15.86 Unrealized +24.8%
ARGX ARGENX SE 0.0%
Value ($000) $769 (-17.8%) Shares 914 (-27.9%) Est. Cost $451.60 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,405 (-6.4%) Shares 7,143 (-5.2%) Est. Cost $228.98 Unrealized +48.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $6,393 (-2.5%) Shares 68,295 (-1.5%) Est. Cost $62.86 Unrealized +43.2%
DORM DORMAN PRODS INC 0.0%
Value ($000) $390 (-29.3%) Shares 3,162 (-10.5%) Est. Cost $109.35 Unrealized +23.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $829 (-16.3%) Shares 15,402 (-2.8%) Est. Cost $59.73 Unrealized -4.5%
CIEN CIENA CORP 0.0%
Value ($000) $530 (+43.5%) Shares 2,267 (-10.6%) Est. Cost $71.73 Unrealized +170.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $741 (-17.8%) Shares 4,268 (-9.7%) Est. Cost $146.14 Unrealized +24.6%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $15,021 (-1.1%) Shares 320,541 (-2.2%) Est. Cost $38.69 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $2,653 (-5.6%) Shares 9,640 (-1.2%) Est. Cost $230.73 Unrealized +21.0%
TECH BIO-TECHNE CORP 0.1%
Value ($000) $5,910 (+2.8%) Shares 100,500 (-2.8%) Est. Cost $53.45 Unrealized +13.6%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $5,919 (-2.6%) Shares 85,208 (-5.7%) Est. Cost $50.84 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1,394 (-10.2%) Shares 7,938 (-1.6%) Est. Cost $187.71 Unrealized -3.9%
CLS CELESTICA INC 0.0%
Value ($000) $663 (-18.9%) Shares 2,244 (-32.4%) Est. Cost $136.17 Unrealized +121.3%
ILCV ISHARES TR 0.0%
Value ($000) $1,337 (-10.4%) Shares 14,169 (-14.5%) Est. Cost $82.28 Unrealized
JSI JANUS DETROIT STR TR 0.0%
Value ($000) $1,063 (-12.4%) Shares 20,417 (-12.1%) Est. Cost $52.23 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $24,164 (-0.6%) Shares 126,143 (-1.6%) Est. Cost $112.09 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $235 (-38.9%) Shares 1,451 (-39.4%) Est. Cost $135.95 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,850 (-7.4%) Shares 47,283 (-9.2%) Est. Cost $35.80 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $883 (-14.4%) Shares 11,746 (-13.7%) Est. Cost $66.85 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $1,226 (-10.7%) Shares 9,619 (-9.0%) Est. Cost $100.80 Unrealized +23.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,616 (-8.3%) Shares 5,506 (-4.6%) Est. Cost $201.72 Unrealized +43.0%
HYDB ISHARES TR 0.0%
Value ($000) $2,853 (-4.9%) Shares 60,248 (-3.9%) Est. Cost $46.93 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $17,499 (+0.8%) Shares 117,690 (-1.2%) Est. Cost $111.81 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $563 (-20.5%) Shares 5,481 (-2.5%) Est. Cost $149.17 Unrealized -19.1%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $256 (-36.1%) Shares 1,320 (-38.1%) Est. Cost $171.03 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4,167 (-3.4%) Shares 90,816 (-3.4%) Est. Cost $46.91 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,017 (-12.4%) Shares 4,131 (-7.3%) Est. Cost $225.29 Unrealized +9.9%
KMX CARMAX INC 0.0%
Value ($000) $374 (-27.8%) Shares 9,684 (-16.2%) Est. Cost $69.51 Unrealized -42.5%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4,812 (+3.1%) Shares 112,314 (-1.5%) Est. Cost $33.38 Unrealized
EUSA ISHARES INC 0.0%
Value ($000) $786 (-15.2%) Shares 7,600 (-15.6%) Est. Cost $88.33 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $5,489 (-2.5%) Shares 25,919 (-3.9%) Est. Cost $169.47 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $1,369 (-9.3%) Shares 13,822 (-1.5%) Est. Cost $99.68 Unrealized +3.9%
NTSE WISDOMTREE TR 0.1%
Value ($000) $6,803 (+2.1%) Shares 180,312 (-2.0%) Est. Cost $26.98 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $653 (-17.5%) Shares 3,767 (-2.4%) Est. Cost $172.25 Unrealized +6.1%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $668 (-17.1%) Shares 27,395 (-17.0%) Est. Cost $33.95 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,014 (+7.3%) Shares 7,426 (-2.8%) Est. Cost $187.43 Unrealized +33.7%
PFF ISHARES TR 0.0%
Value ($000) $2,406 (-5.3%) Shares 77,719 (-3.3%) Est. Cost $34.51 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $456 (-22.8%) Shares 5,494 (-5.2%) Est. Cost $62.44 Unrealized +48.6%
IPAC ISHARES TR 0.0%
Value ($000) $271 (-33.1%) Shares 3,707 (-32.9%) Est. Cost $65.16 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $283 (-31.9%) Shares 5,261 (-31.7%) Est. Cost $51.59 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $144 (-48.0%) Shares 12,545 (-43.4%) Est. Cost $12.88 Unrealized -4.5%
FEGE RBB FUND TRUST 0.0%
Value ($000) $233 (-36.1%) Shares 5,063 (-38.6%) Est. Cost $44.23 Unrealized
KOMP SPDR SERIES TRUST 0.0%
Value ($000) $513 (-20.4%) Shares 8,593 (-17.0%) Est. Cost $57.87 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,595 (-3.5%) Shares 104,940 (-5.9%) Est. Cost $24.58 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $203 (-39.1%) Shares 510 (-30.1%) Est. Cost $259.95 Unrealized +70.2%
CCJ CAMECO CORP 0.0%
Value ($000) $1,822 (+7.7%) Shares 19,919 (-1.3%) Est. Cost $45.08 Unrealized +99.5%
GNMA ISHARES TR 0.1%
Value ($000) $10,080 (-1.3%) Shares 226,317 (-1.7%) Est. Cost $43.91 Unrealized
UPWK UPWORK INC 0.1%
Value ($000) $5,112 (+2.6%) Shares 257,916 (-3.9%) Est. Cost $12.21 Unrealized +50.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1,723 (-6.8%) Shares 18,072 (-4.6%) Est. Cost $79.38 Unrealized +23.5%
AVDE AMERICAN CENTY ETF TR 0.4%
Value ($000) $37,484 (-0.3%) Shares 455,341 (-4.5%) Est. Cost $60.23 Unrealized
AMRN AMARIN CORP PLC 0.0%
Value ($000) $284 (-30.5%) Shares 20,326 (-18.4%) Est. Cost $16.22 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $662 (-15.7%) Shares 6,362 (-4.5%) Est. Cost $106.08 Unrealized +2.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $499 (-19.5%) Shares 1,121 (-9.8%) Est. Cost $489.68 Unrealized -5.6%
ALC ALCON AG 0.0%
Value ($000) $377 (-24.3%) Shares 4,781 (-28.4%) Est. Cost $84.15 Unrealized -8.5%
ENTG ENTEGRIS INC 0.0%
Value ($000) $597 (-16.8%) Shares 7,090 (-8.7%) Est. Cost $125.18 Unrealized -30.7%
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,206 (-3.6%) Shares 76,549 (-5.3%) Est. Cost $35.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $22,354 (+0.5%) Shares 101,713 (-1.3%) Est. Cost $149.42 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,083 (-5.4%) Shares 102,179 (-2.3%) Est. Cost $17.11 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $886 (-11.8%) Shares 68,645 (-1.3%) Est. Cost $14.46 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $10,599 (-1.1%) Shares 71,145 (-3.3%) Est. Cost $118.42 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $1,444 (-7.6%) Shares 28,870 (-5.3%) Est. Cost $53.33 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1,016 (-10.3%) Shares 1,089 (-20.7%) Est. Cost $326.36 Unrealized +182.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $591 (-16.3%) Shares 1,892 (-5.9%) Est. Cost $277.26 Unrealized +17.7%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $293 (-27.8%) Shares 4,723 (-23.8%) Est. Cost $66.90 Unrealized -15.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $323 (-25.6%) Shares 6,772 (-33.2%) Est. Cost $43.39 Unrealized +5.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $577 (+23.8%) Shares 4,691 (-5.1%) Est. Cost $97.74 Unrealized +9.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $611 (+21.5%) Shares 3,595 (-5.8%) Est. Cost $113.77 Unrealized +34.7%
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $1,598 (+7.3%) Shares 38,519 (-3.8%) Est. Cost $22.46 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $1,133 (-8.7%) Shares 18,878 (-10.7%) Est. Cost $37.13 Unrealized +58.0%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,991 (-2.6%) Shares 17,336 (-2.9%) Est. Cost $84.59 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $479 (-18.4%) Shares 34,261 (-1.1%) Est. Cost $7.11 Unrealized +121.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $560 (-16.1%) Shares 7,617 (-16.7%) Est. Cost $58.88 Unrealized +19.7%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $609 (-15.0%) Shares 17,004 (-17.3%) Est. Cost $30.95 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $673 (-13.6%) Shares 5,349 (-2.7%) Est. Cost $86.05 Unrealized +63.6%
EXTR EXTREME NETWORKS 0.0%
Value ($000) $415 (-20.2%) Shares 24,921 (-1.1%) Est. Cost $16.55 Unrealized +10.9%
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,815 (-2.6%) Shares 81,127 (-5.2%) Est. Cost $37.83 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $3,754 (-2.7%) Shares 29,063 (-5.1%) Est. Cost $100.07 Unrealized
F FORD MTR CO 0.0%
Value ($000) $1,894 (+5.7%) Shares 144,372 (-3.6%) Est. Cost $10.50 Unrealized +22.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,477 (+7.5%) Shares 6,094 (-5.8%) Est. Cost $154.15 Unrealized +44.1%
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $559 (+22.4%) Shares 30,646 (-1.6%) Est. Cost $20.39 Unrealized -17.3%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,935 (-5.0%) Shares 29,464 (-2.7%) Est. Cost $43.16 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $490 (-17.1%) Shares 1,279 (-1.1%) Est. Cost $320.78 Unrealized +24.9%
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $621 (-14.0%) Shares 11,974 (-12.3%) Est. Cost $44.15 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,157 (-3.1%) Shares 53,024 (-5.2%) Est. Cost $53.26 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,695 (-3.6%) Shares 68,061 (-5.3%) Est. Cost $33.34 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,487 (-6.3%) Shares 62,967 (-5.9%) Est. Cost $21.51 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $1,435 (+7.4%) Shares 5,105 (-3.0%) Est. Cost $268.57 Unrealized -2.0%
SSD SIMPSON MFG INC 0.0%
Value ($000) $1,597 (-5.8%) Shares 9,893 (-2.3%) Est. Cost $123.79 Unrealized +36.3%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $150 (-39.7%) Shares 10,691 (-45.0%) Est. Cost $14.37 Unrealized -6.5%
IUSG ISHARES TR 0.1%
Value ($000) $12,238 (+0.8%) Shares 72,873 (-1.2%) Est. Cost $72.51 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $493 (-16.4%) Shares 5,391 (-16.1%) Est. Cost $91.67 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1,377 (+7.5%) Shares 110,594 (-14.5%) Est. Cost $12.46 Unrealized -13.9%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $374 (-20.3%) Shares 17,400 (-7.9%) Est. Cost $17.36 Unrealized +33.0%
IEV ISHARES TR 0.1%
Value ($000) $8,594 (+1.1%) Shares 125,271 (-3.5%) Est. Cost $54.27 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $915 (+11.6%) Shares 5,420 (-4.6%) Est. Cost $133.72 Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value ($000) $650 (-12.6%) Shares 59,025 (-1.9%) Est. Cost $8.47 Unrealized +28.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,452 (-6.1%) Shares 24,788 (-1.9%) Est. Cost $49.71 Unrealized +20.2%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $627 (-13.0%) Shares 2,860 (-10.6%) Est. Cost $153.62 Unrealized +58.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $241 (-28.0%) Shares 3,527 (-5.4%) Est. Cost $66.59 Unrealized
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $4,785 (-1.9%) Shares 51,260 (-1.7%) Est. Cost $92.52 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $10,245 (-0.9%) Shares 147,586 (-2.8%) Est. Cost $50.60 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3,591 (-2.5%) Shares 42,950 (-7.0%) Est. Cost $62.97 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $326 (-22.0%) Shares 4,525 (-20.3%) Est. Cost $66.79 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $7,550 (-1.2%) Shares 137,266 (-7.3%) Est. Cost $29.65 Unrealized +77.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $430 (-17.5%) Shares 7,877 (-8.5%) Est. Cost $42.58 Unrealized +28.6%
KSA ISHARES TR 0.0%
Value ($000) $276 (-24.4%) Shares 7,588 (-15.8%) Est. Cost $40.84 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $265 (-25.2%) Shares 7,830 (-25.1%) Est. Cost $32.71 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $698 (-11.2%) Shares 2,155 (-5.1%) Est. Cost $291.27 Unrealized +14.7%
LII LENNOX INTL INC 0.0%
Value ($000) $316 (-21.8%) Shares 650 (-14.7%) Est. Cost $532.64 Unrealized -6.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $532 (-14.1%) Shares 4,076 (-8.4%) Est. Cost $138.94 Unrealized -4.1%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $681 (-11.3%) Shares 2,003 (-9.4%) Est. Cost $219.18 Unrealized +54.1%
GPGI COMPOSECURE INC 0.0%
Value ($000) $899 (-8.8%) Shares 46,605 (-1.5%) Est. Cost $12.64 Unrealized +57.8%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $204 (-29.4%) Shares 12,717 (-16.0%) Est. Cost $17.29 Unrealized +1.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,094 (+8.4%) Shares 7,069 (-2.5%) Est. Cost $129.12 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $454 (-15.7%) Shares 6,008 (-10.9%) Est. Cost $77.63 Unrealized -2.9%
WDAY WORKDAY INC 0.0%
Value ($000) $379 (-18.2%) Shares 1,766 (-8.4%) Est. Cost $210.11 Unrealized +8.1%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $241 (-26.0%) Shares 612 (-17.6%) Est. Cost $361.34 Unrealized +13.6%
SUB ISHARES TR 0.0%
Value ($000) $2,434 (-3.3%) Shares 22,813 (-3.3%) Est. Cost $104.62 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,433 (-5.5%) Shares 6,991 (-9.6%) Est. Cost $92.59 Unrealized +114.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $423 (-16.4%) Shares 4,134 (-16.2%) Est. Cost $105.59 Unrealized -3.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $745 (-10.0%) Shares 2,459 (-16.8%) Est. Cost $333.71 Unrealized -6.5%
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $1,183 (-6.6%) Shares 30,684 (-8.2%) Est. Cost $34.56 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $240 (-25.6%) Shares 9,474 (-24.8%) Est. Cost $25.60 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $785 (+11.7%) Shares 2,850 (-4.3%) Est. Cost $90.37 Unrealized +186.5%
TGRT T ROWE PRICE ETF INC 0.2%
Value ($000) $21,715 (+0.4%) Shares 490,740 (-1.0%) Est. Cost $35.48 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $760 (-9.6%) Shares 1,488 (-15.6%) Est. Cost $381.96 Unrealized +27.6%
MAS MASCO CORP 0.0%
Value ($000) $460 (-14.8%) Shares 7,250 (-5.5%) Est. Cost $69.90 Unrealized -7.4%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $1,365 (+6.1%) Shares 3,823 (-1.1%) Est. Cost $240.88 Unrealized +46.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $376 (-17.3%) Shares 22,802 (-13.9%) Est. Cost $14.90 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $226 (-25.5%) Shares 1,376 (-21.1%) Est. Cost $123.59 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,450 (+3.2%) Shares 19,962 (-6.6%) Est. Cost $65.55 Unrealized +84.4%
HEZU ISHARES TR 0.0%
Value ($000) $334 (-18.7%) Shares 7,636 (-21.6%) Est. Cost $41.03 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $279 (-21.6%) Shares 2,749 (-16.0%) Est. Cost $122.69 Unrealized -17.8%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $629 (-10.8%) Shares 3,287 (-10.6%) Est. Cost $163.62 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $599 (-11.2%) Shares 5,045 (-10.3%) Est. Cost $87.35 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $303 (-20.0%) Shares 5,355 (-20.7%) Est. Cost $66.81 Unrealized
SMMU PIMCO ETF TR 0.0%
Value ($000) $1,573 (-4.6%) Shares 31,183 (-4.3%) Est. Cost $51.00 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $1,201 (-5.8%) Shares 9,873 (-5.2%) Est. Cost $99.38 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $418 (-15.0%) Shares 26,339 (-14.6%) Est. Cost $11.83 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2,238 (+3.4%) Shares 13,902 (-4.5%) Est. Cost $56.56 Unrealized +183.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1,003 (-6.9%) Shares 4,622 (-2.3%) Est. Cost $191.37 Unrealized +11.7%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $1,907 (-3.7%) Shares 10,308 (-1.4%) Est. Cost $168.70 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $794 (+10.2%) Shares 17,144 (-2.5%) Est. Cost $30.99 Unrealized +30.4%
EAGG ISHARES TR 0.0%
Value ($000) $4,073 (-1.8%) Shares 85,116 (-1.4%) Est. Cost $47.08 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $1,236 (-5.6%) Shares 5,431 (-8.9%) Est. Cost $146.90 Unrealized +57.4%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $12,420 (-0.6%) Shares 209,517 (-3.5%) Est. Cost $46.85 Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $277 (-20.7%) Shares 1,338 (-10.6%) Est. Cost $241.74 Unrealized -8.8%
ING ING GROEP N.V. 0.0%
Value ($000) $469 (-13.3%) Shares 16,735 (-19.3%) Est. Cost $17.13 Unrealized
NIO NIO INC 0.0%
Value ($000) $67 (-51.9%) Shares 13,050 (-28.2%) Est. Cost $19.71 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,317 (-5.1%) Shares 10,125 (-1.9%) Est. Cost $73.62 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $238 (-22.9%) Shares 2,825 (-8.6%) Est. Cost $121.32 Unrealized -27.0%
NTRA NATERA INC 0.0%
Value ($000) $358 (+24.5%) Shares 1,563 (-12.5%) Est. Cost $155.83 Unrealized +33.9%
IFRA ISHARES TR 0.0%
Value ($000) $1,060 (-6.2%) Shares 20,144 (-5.9%) Est. Cost $39.62 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $424 (-14.2%) Shares 681 (-13.1%) Est. Cost $509.68 Unrealized +21.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $364 (-16.0%) Shares 2,195 (-16.0%) Est. Cost $161.11 Unrealized +4.7%
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $212 (-24.6%) Shares 4,634 (-18.2%) Est. Cost $43.57 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $563 (-10.9%) Shares 9,397 (-10.9%) Est. Cost $59.44 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $250 (-21.6%) Shares 6,359 (-7.6%) Est. Cost $41.56 Unrealized -1.7%
NFRA FLEXSHARES TR 0.0%
Value ($000) $670 (-9.2%) Shares 11,068 (-5.6%) Est. Cost $50.98 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $270 (-20.2%) Shares 3,201 (-25.9%) Est. Cost $53.17 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $483 (-12.1%) Shares 14,258 (-17.0%) Est. Cost $34.40 Unrealized -5.7%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $301 (-18.0%) Shares 2,776 (-10.1%) Est. Cost $85.11 Unrealized +34.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $1,097 (+6.4%) Shares 8,594 (-4.6%) Est. Cost $106.02 Unrealized +16.8%
CPRT COPART INC 0.0%
Value ($000) $271 (-19.4%) Shares 6,926 (-7.5%) Est. Cost $46.00 Unrealized -9.9%
DBMF LITMAN GREGORY FDS TR 0.2%
Value ($000) $18,081 (-0.4%) Shares 644,354 (-3.0%) Est. Cost $28.26 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,633 (-2.4%) Shares 63,481 (-3.3%) Est. Cost $33.07 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $325 (-16.6%) Shares 9,905 (-18.4%) Est. Cost $31.36 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $425 (-13.2%) Shares 2,358 (-9.1%) Est. Cost $143.32 Unrealized +31.9%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $563 (+12.9%) Shares 5,031 (-2.6%) Est. Cost $70.34 Unrealized +43.7%
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value ($000) $1,725 (+3.9%) Shares 366,143 (-2.6%) Est. Cost $7.43 Unrealized -40.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $771 (-7.6%) Shares 15,433 (-8.0%) Est. Cost $49.12 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $517 (-10.9%) Shares 8,431 (-11.3%) Est. Cost $48.10 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $248 (-20.3%) Shares 2,412 (-6.0%) Est. Cost $150.95 Unrealized -25.6%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $572 (-9.9%) Shares 7,395 (-3.3%) Est. Cost $104.76 Unrealized -23.4%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $266 (+31.0%) Shares 16,527 (-9.8%) Est. Cost $10.90 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $230 (-21.5%) Shares 2,558 (-9.1%) Est. Cost $69.91 Unrealized +38.1%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $648 (+10.7%) Shares 37,039 (-10.5%) Est. Cost $12.86 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $931 (-6.3%) Shares 12,845 (-1.7%) Est. Cost $61.07 Unrealized +23.5%
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,558 (-2.4%) Shares 43,873 (-3.9%) Est. Cost $53.55 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1,777 (+3.6%) Shares 4,568 (-6.9%) Est. Cost $275.39 Unrealized +36.2%
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $240 (-20.4%) Shares 7,108 (-23.8%) Est. Cost $26.34 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $211 (-22.6%) Shares 307 (-6.7%) Est. Cost $622.05 Unrealized +22.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $929 (-6.2%) Shares 6,686 (-5.6%) Est. Cost $139.42 Unrealized -4.6%
MTB M & T BK CORP 0.0%
Value ($000) $603 (-9.2%) Shares 2,991 (-11.0%) Est. Cost $136.08 Unrealized +39.7%
XYZ BLOCK INC 0.0%
Value ($000) $322 (-15.9%) Shares 4,943 (-6.6%) Est. Cost $94.54 Unrealized -27.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $820 (-6.9%) Shares 22,431 (-13.0%) Est. Cost $55.71 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $289 (-17.2%) Shares 694 (-14.1%) Est. Cost $389.22 Unrealized +6.7%
SNY SANOFI SA 0.0%
Value ($000) $284 (-17.4%) Shares 5,852 (-19.6%) Est. Cost $49.44 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $507 (+13.4%) Shares 4,454 (-3.3%) Est. Cost $119.96 Unrealized -13.8%
MC MOELIS & CO 0.0%
Value ($000) $1,056 (-5.4%) Shares 15,359 (-1.8%) Est. Cost $42.59 Unrealized +54.5%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $276 (-17.8%) Shares 1,940 (-5.7%) Est. Cost $127.22 Unrealized +13.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $400 (-12.9%) Shares 3,411 (-1.9%) Est. Cost $108.74 Unrealized +12.6%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $376 (-13.6%) Shares 15,056 (-12.9%) Est. Cost $24.24 Unrealized +6.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $3,801 (-1.5%) Shares 6,301 (-2.7%) Est. Cost $399.95 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $237 (-19.6%) Shares 3,118 (-8.9%) Est. Cost $62.37 Unrealized +28.7%
MZTI MARZETTI COMPANY 0.0%
Value ($000) $252 (-18.6%) Shares 1,533 (-14.5%) Est. Cost $185.37 Unrealized -10.0%
RVNU DBX ETF TR 0.0%
Value ($000) $3,192 (-1.8%) Shares 130,055 (-1.2%) Est. Cost $25.56 Unrealized
BBW BUILD-A-BEAR WORKSHOP INC 0.0%
Value ($000) $622 (-8.4%) Shares 10,148 (-2.5%) Est. Cost $21.82 Unrealized +148.7%
PIN INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $382 (-13.0%) Shares 15,695 (-10.3%) Est. Cost $29.34 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $329 (-14.8%) Shares 3,425 (-19.6%) Est. Cost $75.23 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $637 (+9.8%) Shares 7,631 (-6.4%) Est. Cost $49.87 Unrealized +53.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $272 (-17.3%) Shares 696 (-10.1%) Est. Cost $417.78 Unrealized -2.4%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $868 (-6.1%) Shares 29,137 (-4.8%) Est. Cost $26.06 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $503 (+12.7%) Shares 1,776 (-15.0%) Est. Cost $125.60 Unrealized +96.6%
SHEL SHELL PLC 0.0%
Value ($000) $439 (-11.4%) Shares 5,970 (-13.7%) Est. Cost $71.98 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $276 (-16.5%) Shares 6,298 (-21.4%) Est. Cost $40.01 Unrealized +3.4%
FTDR FRONTDOOR INC 0.0%
Value ($000) $200 (-21.2%) Shares 3,475 (-8.1%) Est. Cost $50.17 Unrealized +17.2%
WELL WELLTOWER INC 0.0%
Value ($000) $2,032 (+2.7%) Shares 10,949 (-1.4%) Est. Cost $69.43 Unrealized +168.6%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $11,201 (-0.5%) Shares 393,300 (-2.5%) Est. Cost $39.72 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $452 (-10.5%) Shares 10,814 (-7.2%) Est. Cost $25.98 Unrealized +64.0%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $761 (-6.4%) Shares 8,083 (-6.3%) Est. Cost $76.64 Unrealized
KEY KEYCORP 0.0%
Value ($000) $268 (-16.3%) Shares 12,997 (-24.2%) Est. Cost $14.49 Unrealized +27.6%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $332 (-13.5%) Shares 5,317 (-19.9%) Est. Cost $38.40 Unrealized +54.8%
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value ($000) $350 (-12.9%) Shares 15,982 (-5.0%) Est. Cost $25.34 Unrealized -10.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4,090 (-1.2%) Shares 40,941 (-5.6%) Est. Cost $67.10 Unrealized +41.2%
SAIL SAILPOINT INC 0.0%
Value ($000) $201 (-20.3%) Shares 9,960 (-13.0%) Est. Cost $20.94 Unrealized -0.5%
SRE SEMPRA 0.0%
Value ($000) $917 (-5.3%) Shares 10,384 (-3.5%) Est. Cost $67.57 Unrealized +34.0%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $212 (-19.4%) Shares 4,459 (-14.1%) Est. Cost $51.20 Unrealized -7.7%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value ($000) $137 (-27.1%) Shares 11,936 (-23.6%) Est. Cost $11.85 Unrealized -2.2%
GMED GLOBUS MED INC 0.0%
Value ($000) $342 (+17.3%) Shares 3,914 (-23.1%) Est. Cost $64.71 Unrealized +17.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $676 (-6.9%) Shares 8,367 (-6.0%) Est. Cost $66.59 Unrealized +13.8%
MKSI MKS INC. 0.0%
Value ($000) $305 (+19.6%) Shares 1,908 (-7.4%) Est. Cost $106.31 Unrealized +39.4%
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $300 (-14.2%) Shares 7,472 (-18.4%) Est. Cost $38.14 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $1,669 (-2.8%) Shares 5,168 (-3.7%) Est. Cost $279.37 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $214 (-18.5%) Shares 1,889 (-5.0%) Est. Cost $116.22 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $494 (-9.0%) Shares 4,956 (-2.7%) Est. Cost $96.18 Unrealized +5.0%
GOVT ISHARES TR 0.0%
Value ($000) $1,033 (-4.5%) Shares 44,859 (-4.1%) Est. Cost $22.77 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,415 (-3.3%) Shares 43,196 (-1.5%) Est. Cost $22.82 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $29,556 (-0.2%) Shares 144,283 (-2.8%) Est. Cost $145.15 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $252 (-15.9%) Shares 3,141 (-3.0%) Est. Cost $74.07 Unrealized +11.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,492 (-3.1%) Shares 15,021 (-1.9%) Est. Cost $84.22 Unrealized +17.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $234 (-16.8%) Shares 515 (-4.1%) Est. Cost $462.82 Unrealized +2.9%
FROG JFROG LTD 0.0%
Value ($000) $274 (+20.7%) Shares 4,385 (-8.5%) Est. Cost $38.00 Unrealized +49.7%
STT STATE STR CORP 0.0%
Value ($000) $511 (+10.1%) Shares 3,960 (-1.0%) Est. Cost $82.52 Unrealized +44.2%
HYLB DBX ETF TR 0.0%
Value ($000) $225 (-17.0%) Shares 6,115 (-16.4%) Est. Cost $36.15 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $319 (-12.6%) Shares 2,596 (-1.5%) Est. Cost $137.03 Unrealized -6.1%
WAT WATERS CORP 0.0%
Value ($000) $303 (+17.6%) Shares 799 (-7.2%) Est. Cost $334.77 Unrealized +9.9%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $398 (-10.2%) Shares 3,144 (-10.1%) Est. Cost $127.23 Unrealized -1.9%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $287 (-13.5%) Shares 6,885 (-9.6%) Est. Cost $38.67 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,808 (-1.2%) Shares 82,017 (-2.9%) Est. Cost $38.24 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $550 (-7.4%) Shares 3,881 (-8.4%) Est. Cost $134.30 Unrealized +7.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $635 (-6.5%) Shares 1,049 (-15.5%) Est. Cost $401.18 Unrealized +37.0%
AVDS AMERICAN CENTY ETF TR 0.0%
Value ($000) $3,767 (-1.2%) Shares 53,959 (-4.3%) Est. Cost $62.21 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $402 (-9.7%) Shares 5,530 (-9.5%) Est. Cost $69.06 Unrealized +7.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1,740 (+2.6%) Shares 18,141 (-3.0%) Est. Cost $76.37 Unrealized +19.8%
UMBF UMB FINL CORP 0.0%
Value ($000) $301 (-12.5%) Shares 2,620 (-10.0%) Est. Cost $114.42 Unrealized -1.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $920 (-4.4%) Shares 15,833 (-5.4%) Est. Cost $52.54 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $210 (-16.8%) Shares 1,611 (-16.1%) Est. Cost $131.77 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $356 (+13.6%) Shares 2,086 (-1.8%) Est. Cost $103.74 Unrealized +48.0%
PRSU PURSUIT ATTRACTIONS AND HOSP 0.0%
Value ($000) $461 (-8.4%) Shares 13,695 (-1.6%) Est. Cost $25.73 Unrealized +35.7%
FTNT FORTINET INC 0.0%
Value ($000) $419 (-9.1%) Shares 5,274 (-3.8%) Est. Cost $76.93 Unrealized +7.8%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $205 (-16.8%) Shares 354 (-26.6%) Est. Cost $403.82 Unrealized +24.0%
PHIN PHINIA INC 0.0%
Value ($000) $565 (+7.8%) Shares 9,017 (-1.2%) Est. Cost $48.16 Unrealized +14.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2,842 (-1.4%) Shares 21,414 (-2.6%) Est. Cost $80.80 Unrealized +63.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $288 (-12.3%) Shares 12,418 (-2.3%) Est. Cost $27.07 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $209 (-16.1%) Shares 1,200 (-1.2%) Est. Cost $169.69 Unrealized +7.9%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,391 (-2.8%) Shares 52,527 (-1.1%) Est. Cost $37.71 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1,111 (-3.5%) Shares 42,427 (-2.6%) Est. Cost $15.56 Unrealized +79.1%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $54 (-42.2%) Shares 13,304 (-31.0%) Est. Cost $4.93 Unrealized +0.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,029 (+4.0%) Shares 2,912 (-3.1%) Est. Cost $183.14 Unrealized +98.3%
SHV ISHARES TR 0.0%
Value ($000) $1,582 (-2.4%) Shares 14,359 (-2.1%) Est. Cost $110.16 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $218 (-15.3%) Shares 129 (-25.0%) Est. Cost $1292.47 Unrealized +33.2%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $202 (-16.1%) Shares 1,114 (-10.6%) Est. Cost $183.87 Unrealized -2.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,042 (+3.8%) Shares 7,657 (-2.0%) Est. Cost $135.44 Unrealized +6.1%
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $584 (-6.1%) Shares 13,570 (-6.7%) Est. Cost $35.84 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 (-14.9%) Shares 8,656 (-14.8%) Est. Cost $37.52 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $4,354 (+0.9%) Shares 25,453 (-1.9%) Est. Cost $133.46 Unrealized +28.0%
FOXA FOX CORP 0.0%
Value ($000) $310 (+13.8%) Shares 4,248 (-1.8%) Est. Cost $52.89 Unrealized +23.5%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $846 (-4.2%) Shares 42,554 (-4.5%) Est. Cost $18.58 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $493 (-7.1%) Shares 3,627 (-2.7%) Est. Cost $125.28 Unrealized +26.1%
FCN FTI CONSULTING INC 0.0%
Value ($000) $1,226 (+3.1%) Shares 7,175 (-2.4%) Est. Cost $178.98 Unrealized -7.9%
NTES NETEASE INC 0.0%
Value ($000) $287 (-11.4%) Shares 2,088 (-2.2%) Est. Cost $134.55 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $714 (-4.9%) Shares 25,973 (-2.1%) Est. Cost $14.71 Unrealized +82.9%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $476 (-7.2%) Shares 4,990 (-8.8%) Est. Cost $86.45 Unrealized
SKM SK TELECOM CO LTD 0.0%
Value ($000) $237 (-13.5%) Shares 11,544 (-9.0%) Est. Cost $21.64 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $370 (+11.1%) Shares 1,101 (-1.5%) Est. Cost $262.30 Unrealized +19.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $315 (-10.4%) Shares 1,541 (-11.6%) Est. Cost $135.35 Unrealized +49.0%
VLRS CONTROLADORA VUELA COMP DE A 0.0%
Value ($000) $200 (+22.4%) Shares 22,521 (-1.0%) Est. Cost $7.33 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $282 (-11.5%) Shares 2,762 (-14.3%) Est. Cost $61.89 Unrealized +67.4%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $326 (-9.9%) Shares 1,708 (-7.6%) Est. Cost $119.91 Unrealized +59.0%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $897 (-3.8%) Shares 3,427 (-1.6%) Est. Cost $272.85 Unrealized -6.1%
AIZ ASSURANT INC 0.0%
Value ($000) $508 (+7.4%) Shares 2,108 (-3.4%) Est. Cost $204.47 Unrealized +9.0%
TMSL T ROWE PRICE ETF INC 0.1%
Value ($000) $5,641 (-0.6%) Shares 157,129 (-2.6%) Est. Cost $31.68 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $99 (-25.9%) Shares 15,775 (-25.1%) Est. Cost $6.57 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $248 (-12.1%) Shares 3,083 (-10.4%) Est. Cost $82.73 Unrealized -3.4%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $4,325 (+0.8%) Shares 46,025 (-4.5%) Est. Cost $58.37 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $397 (+8.8%) Shares 3,109 (-3.6%) Est. Cost $40.30 Unrealized +182.9%
BALL BALL CORP 0.0%
Value ($000) $824 (-3.7%) Shares 15,559 (-8.3%) Est. Cost $58.12 Unrealized -15.5%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $215 (-12.7%) Shares 1,729 (-9.8%) Est. Cost $135.86 Unrealized -6.8%
MLI MUELLER INDS INC 0.0%
Value ($000) $382 (+8.9%) Shares 3,330 (-4.1%) Est. Cost $78.90 Unrealized +36.1%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $316 (-8.9%) Shares 1,948 (-10.3%) Est. Cost $185.96 Unrealized -15.6%
DOW DOW INC 0.0%
Value ($000) $222 (-12.2%) Shares 9,515 (-13.8%) Est. Cost $42.24 Unrealized -46.1%
TXT TEXTRON INC 0.0%
Value ($000) $377 (-7.5%) Shares 4,320 (-10.4%) Est. Cost $79.30 Unrealized +5.5%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $390 (-7.3%) Shares 4,260 (-9.2%) Est. Cost $89.57 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $369 (-7.6%) Shares 1,436 (-6.1%) Est. Cost $242.52 Unrealized +5.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $234 (+14.8%) Shares 1,570 (-5.6%) Est. Cost $118.30 Unrealized +14.7%
SMIN ISHARES TR 0.0%
Value ($000) $215 (-12.1%) Shares 3,078 (-9.9%) Est. Cost $68.08 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $412 (-6.5%) Shares 6,345 (-3.1%) Est. Cost $48.05 Unrealized +39.1%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $303 (+10.5%) Shares 3,090 (-4.2%) Est. Cost $81.51 Unrealized +7.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $274 (+11.7%) Shares 9,700 (-2.8%) Est. Cost $21.87 Unrealized +20.2%
MOD MODINE MFG CO 0.0%
Value ($000) $213 (-11.8%) Shares 1,594 (-6.1%) Est. Cost $127.24 Unrealized +17.1%
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $436 (-6.1%) Shares 8,122 (-11.9%) Est. Cost $35.69 Unrealized
AVNT AVIENT CORPORATION 0.0%
Value ($000) $280 (-9.1%) Shares 8,972 (-4.1%) Est. Cost $33.13 Unrealized -7.3%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $540 (-4.9%) Shares 2,253 (-6.4%) Est. Cost $211.80 Unrealized +11.8%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $3,250 (-0.8%) Shares 39,395 (-3.1%) Est. Cost $51.65 Unrealized
GLW CORNING INC 0.0%
Value ($000) $2,809 (+1.0%) Shares 32,081 (-5.4%) Est. Cost $35.72 Unrealized +140.7%
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $2,057 (-1.3%) Shares 14,820 (-1.1%) Est. Cost $111.30 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $300 (+9.6%) Shares 2,132 (-5.6%) Est. Cost $121.28 Unrealized
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $1,199 (-2.1%) Shares 2,030 (-3.8%) Est. Cost $324.44 Unrealized +74.6%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $640 (-3.9%) Shares 21,196 (-3.6%) Est. Cost $29.95 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $284 (+10.1%) Shares 10,802 (-1.1%) Est. Cost $26.96 Unrealized -6.9%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $207 (-11.1%) Shares 4,479 (-10.9%) Est. Cost $46.32 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $1,233 (+2.1%) Shares 23,112 (-7.5%) Est. Cost $39.66 Unrealized +22.9%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $496 (-4.9%) Shares 900 (-6.3%) Est. Cost $273.97 Unrealized +103.5%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $129 (-16.4%) Shares 10,874 (-10.7%) Est. Cost $14.44 Unrealized
MAXJ ISHARES TR 0.0%
Value ($000) $538 (-4.5%) Shares 19,095 (-5.0%) Est. Cost $26.83 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $608 (+4.3%) Shares 6,533 (-2.2%) Est. Cost $65.30 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $281 (-8.2%) Shares 8,370 (-8.6%) Est. Cost $40.58 Unrealized -16.7%
B BARRICK MNG CORP 0.0%
Value ($000) $541 (-4.4%) Shares 12,433 (-28.1%) Est. Cost $19.29 Unrealized +94.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $455 (-5.2%) Shares 2,171 (-22.9%) Est. Cost $122.81 Unrealized +65.7%
INDA ISHARES TR 0.0%
Value ($000) $375 (-6.1%) Shares 6,935 (-9.6%) Est. Cost $55.77 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $586 (-4.0%) Shares 6,050 (-2.2%) Est. Cost $52.59 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $361 (-6.2%) Shares 10,217 (-6.2%) Est. Cost $33.89 Unrealized -0.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $683 (+3.6%) Shares 14,581 (-1.4%) Est. Cost $31.15 Unrealized +40.1%
CBRE CBRE GROUP INC 0.0%
Value ($000) $1,313 (-1.7%) Shares 8,164 (-3.7%) Est. Cost $117.32 Unrealized +34.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2,835 (-0.8%) Shares 12,383 (-14.1%) Est. Cost $236.60 Unrealized -7.2%
AGGY WISDOMTREE TR 0.0%
Value ($000) $507 (-4.3%) Shares 11,501 (-3.8%) Est. Cost $43.61 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $419 (-5.0%) Shares 20,062 (-1.9%) Est. Cost $27.89 Unrealized
POWL POWELL INDS INC 0.0%
Value ($000) $254 (-7.9%) Shares 798 (-11.9%) Est. Cost $253.93 Unrealized +32.5%
WPC WP CAREY INC 0.0%
Value ($000) $314 (-6.4%) Shares 4,885 (-1.7%) Est. Cost $69.25 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $219 (-8.8%) Shares 3,045 (-10.1%) Est. Cost $62.32 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $294 (-6.6%) Shares 3,756 (-2.7%) Est. Cost $68.89 Unrealized +15.7%
REET ISHARES TR 0.0%
Value ($000) $331 (-5.9%) Shares 13,278 (-3.6%) Est. Cost $23.11 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $676 (+3.1%) Shares 5,397 (-6.5%) Est. Cost $81.84 Unrealized +46.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $453 (-4.3%) Shares 10,009 (-9.1%) Est. Cost $35.83 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $15,295 (+0.1%) Shares 328,297 (-4.0%) Est. Cost $39.56 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $1,164 (-1.7%) Shares 8,849 (-3.1%) Est. Cost $105.89 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $453 (-4.2%) Shares 3,930 (-9.0%) Est. Cost $60.71 Unrealized +77.0%
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $251 (-7.4%) Shares 38,980 (-10.9%) Est. Cost $9.57 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $505 (-3.8%) Shares 27,994 (-1.1%) Est. Cost $19.29 Unrealized -6.9%
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $302 (+7.0%) Shares 519 (-15.7%) Est. Cost $373.08 Unrealized +36.9%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $948 (-2.0%) Shares 80,786 (-12.4%) Est. Cost $9.52 Unrealized
RTO RENTOKIL INITIAL PLC 0.0%
Value ($000) $837 (-2.2%) Shares 28,405 (-16.2%) Est. Cost $26.34 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $291 (-6.0%) Shares 3,675 (-2.0%) Est. Cost $85.03 Unrealized -7.2%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $41 (-31.1%) Shares 16,850 (-8.6%) Est. Cost $2.88 Unrealized -8.8%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $422 (+4.5%) Shares 7,224 (-4.8%) Est. Cost $39.65 Unrealized +35.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $298 (-5.8%) Shares 6,648 (-3.6%) Est. Cost $38.54 Unrealized +18.6%
APG API GROUP CORP 0.0%
Value ($000) $503 (+3.6%) Shares 13,139 (-6.9%) Est. Cost $27.89 Unrealized +32.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $229 (+8.3%) Shares 648 (-4.0%) Est. Cost $245.36 Unrealized +38.6%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $2,321 (-0.7%) Shares 62,784 (-4.6%) Est. Cost $26.77 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $923 (-1.8%) Shares 13,557 (-3.5%) Est. Cost $69.84 Unrealized -5.6%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $193 (-8.0%) Shares 11,138 (-1.0%) Est. Cost $12.79 Unrealized +36.8%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $547 (-2.9%) Shares 11,234 (-1.9%) Est. Cost $49.43 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $269 (-5.7%) Shares 10,765 (-9.8%) Est. Cost $19.71 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $230 (-6.6%) Shares 2,961 (-7.6%) Est. Cost $64.64 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $485 (+3.4%) Shares 10,887 (-6.3%) Est. Cost $27.46 Unrealized +50.0%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $2,228 (+0.7%) Shares 34,907 (-2.7%) Est. Cost $35.06 Unrealized
H HYATT HOTELS CORP 0.0%
Value ($000) $288 (+5.7%) Shares 1,794 (-6.4%) Est. Cost $148.29 Unrealized +3.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $229 (-6.3%) Shares 2,945 (-5.5%) Est. Cost $77.33 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $352 (+4.6%) Shares 627 (-4.3%) Est. Cost $436.60 Unrealized +30.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $241 (+6.6%) Shares 3,043 (-1.8%) Est. Cost $60.70 Unrealized +26.2%
EXC EXELON CORP 0.0%
Value ($000) $333 (-4.3%) Shares 7,643 (-1.2%) Est. Cost $35.83 Unrealized +26.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $232 (-5.9%) Shares 3,319 (-1.5%) Est. Cost $59.78 Unrealized +21.3%
JOE ST JOE CO 0.0%
Value ($000) $206 (-6.6%) Shares 3,471 (-22.2%) Est. Cost $44.71 Unrealized +25.3%
PSQA PALMER SQUARE FUNDS TRUST 0.0%
Value ($000) $1,992 (-0.7%) Shares 97,797 (-1.0%) Est. Cost $20.19 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $308 (-4.3%) Shares 4,058 (-2.0%) Est. Cost $75.94 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $332 (-3.9%) Shares 5,866 (-6.4%) Est. Cost $35.75 Unrealized
GOLF ACUSHNET HLDGS CORP 0.0%
Value ($000) $1,114 (-1.2%) Shares 13,958 (-2.8%) Est. Cost $51.65 Unrealized +57.1%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $1,511 (-0.9%) Shares 37,550 (-2.6%) Est. Cost $29.67 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1,695 (+0.8%) Shares 5,384 (-1.5%) Est. Cost $260.62 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $235 (-5.1%) Shares 4,115 (-6.2%) Est. Cost $52.59 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $236 (-5.0%) Shares 11,215 (-5.4%) Est. Cost $20.98 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $261 (-4.4%) Shares 1,021 (-2.9%) Est. Cost $378.04 Unrealized -30.9%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $338 (-3.4%) Shares 373 (-1.8%) Est. Cost $644.74 Unrealized +49.0%
USXF ISHARES TR 0.0%
Value ($000) $416 (-2.7%) Shares 7,221 (-3.2%) Est. Cost $46.58 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $894 (+1.3%) Shares 5,472 (-1.9%) Est. Cost $108.29 Unrealized +48.9%
CADE CADENCE BANK 0.0%
Value ($000) $220 (-4.8%) Shares 5,141 (-16.6%) Est. Cost $35.60 Unrealized +10.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $613 (-1.8%) Shares 35,322 (-2.2%) Est. Cost $12.14 Unrealized +34.2%
NDSN NORDSON CORP 0.0%
Value ($000) $525 (-2.0%) Shares 2,183 (-7.5%) Est. Cost $238.87 Unrealized -1.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $82 (+15.3%) Shares 19,898 (-12.9%) Est. Cost $3.82 Unrealized +1.6%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $658 (+1.6%) Shares 4,704 (-3.8%) Est. Cost $100.39 Unrealized +32.5%
EVTL VERTICAL AEROSPACE LTD 0.0%
Value ($000) $61 (-14.2%) Shares 11,490 (-16.4%) Est. Cost $5.56 Unrealized -8.9%
JBL JABIL INC 0.0%
Value ($000) $641 (+1.6%) Shares 2,811 (-3.2%) Est. Cost $161.10 Unrealized +32.4%
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $253 (-3.6%) Shares 13,778 (-3.1%) Est. Cost $21.75 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $226 (-4.0%) Shares 3,402 (-5.9%) Est. Cost $59.51 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $230 (-3.8%) Shares 3,120 (-4.1%) Est. Cost $73.32 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $642 (+1.4%) Shares 12,404 (-1.7%) Est. Cost $35.44 Unrealized
BFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $460 (+1.9%) Shares 9,459 (-1.0%) Est. Cost $31.99 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,578 (-0.1%) Shares 120,098 (-1.8%) Est. Cost $34.44 Unrealized
XES SPDR SERIES TRUST 0.0%
Value ($000) $333 (+2.5%) Shares 4,060 (-9.5%) Est. Cost $78.77 Unrealized
AYI ACUITY INC 0.0%
Value ($000) $244 (+3.5%) Shares 678 (-1.0%) Est. Cost $259.54 Unrealized +39.2%
JUST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $753 (+1.1%) Shares 7,785 (-1.9%) Est. Cost $58.67 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $209 (+3.9%) Shares 3,478 (-4.3%) Est. Cost $66.15 Unrealized -13.3%
LFUS LITTELFUSE INC 0.0%
Value ($000) $205 (-3.4%) Shares 811 (-1.1%) Est. Cost $250.43 Unrealized +1.7%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $247 (+2.9%) Shares 725 (-12.9%) Est. Cost $220.44 Unrealized +40.4%
PLUG PLUG POWER INC 0.0%
Value ($000) $26 (-20.3%) Shares 13,441 (-5.8%) Est. Cost $3.28 Unrealized -20.3%
UNM UNUM GROUP 0.0%
Value ($000) $264 (-2.5%) Shares 3,410 (-2.1%) Est. Cost $77.00 Unrealized -0.7%
L LOEWS CORP 0.0%
Value ($000) $255 (+2.7%) Shares 2,420 (-2.1%) Est. Cost $85.37 Unrealized +20.9%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $372 (+1.7%) Shares 7,748 (-6.8%) Est. Cost $40.76 Unrealized +14.7%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $279 (+2.2%) Shares 9,891 (-9.8%) Est. Cost $9.44 Unrealized +175.3%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $398 (+1.5%) Shares 3,545 (-3.9%) Est. Cost $91.79 Unrealized +14.6%
ACWX ISHARES TR 0.0%
Value ($000) $225 (-2.4%) Shares 3,355 (-5.5%) Est. Cost $60.94 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $744 (+0.7%) Shares 13,617 (-1.8%) Est. Cost $45.09 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $330 (-1.5%) Shares 7,867 (-1.1%) Est. Cost $40.78 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $800 (-0.6%) Shares 372 (-11.6%) Est. Cost $1805.62 Unrealized +12.2%
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $358 (-1.4%) Shares 18,676 (-1.3%) Est. Cost $18.98 Unrealized
TAFI AB ACTIVE ETFS INC 0.0%
Value ($000) $293 (-1.5%) Shares 11,623 (-1.0%) Est. Cost $24.98 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $387 (+1.1%) Shares 11,223 (-1.5%) Est. Cost $36.31 Unrealized -6.7%
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $220 (+1.9%) Shares 9,630 (-1.3%) Est. Cost $21.87 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $294 (-1.3%) Shares 3,894 (-13.4%) Est. Cost $79.23 Unrealized -11.2%
BAP CREDICORP LTD 0.0%
Value ($000) $369 (-1.1%) Shares 1,286 (-8.2%) Est. Cost $160.10 Unrealized +65.4%
GSK GSK PLC 0.0%
Value ($000) $235 (+1.6%) Shares 4,784 (-10.6%) Est. Cost $43.16 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $1,425 (+0.2%) Shares 13,569 (-1.5%) Est. Cost $71.62 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $413 (-0.7%) Shares 8,651 (-1.0%) Est. Cost $46.35 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $201 (-1.4%) Shares 939 (-12.0%) Est. Cost $191.04 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $309 (+0.9%) Shares 1,522 (-1.7%) Est. Cost $156.51 Unrealized +23.2%
EVR EVERCORE INC 0.0%
Value ($000) $230 (-1.2%) Shares 675 (-2.0%) Est. Cost $312.02 Unrealized +2.8%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $219 (+1.3%) Shares 3,669 (-2.5%) Est. Cost $45.30 Unrealized +29.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1,206 (+0.2%) Shares 8,022 (-4.6%) Est. Cost $127.73 Unrealized +15.1%
CION CION INVT CORP 0.0%
Value ($000) $1,729 (+0.1%) Shares 178,764 (-1.8%) Est. Cost $6.72 Unrealized +37.2%
BLD TOPBUILD CORP 0.0%
Value ($000) $271 (-0.8%) Shares 649 (-7.0%) Est. Cost $405.50 Unrealized +5.7%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $716 (-0.2%) Shares 7,867 (-2.8%) Est. Cost $81.64 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $553 (-0.3%) Shares 963 (-1.3%) Est. Cost $463.05 Unrealized +20.9%
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $213 (-0.7%) Shares 977 (-5.4%) Est. Cost $186.60 Unrealized +16.6%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $241 (+0.4%) Shares 11,463 (-10.2%) Est. Cost $18.82 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $225 (+0.4%) Shares 2,880 (-12.2%) Est. Cost $59.40 Unrealized +22.2%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $372 (+0.3%) Shares 1,857 (-6.4%) Est. Cost $186.78 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $308 (-0.3%) Shares 3,474 (-7.9%) Est. Cost $70.60 Unrealized +22.4%

Unchanged Positions (255)

GOOGL ALPHABET INC 0.6%
Value ($000) $64,060 Shares 204,664 Est. Cost $112.81 Unrealized +153.2%
IAU ISHARES GOLD TR 1.1%
Value ($000) $110,272 Shares 1,358,533 Est. Cost $52.02 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $162,821 Shares 598,915 Est. Cost $131.65 Unrealized +103.8%
IEFA ISHARES TR 0.7%
Value ($000) $71,246 Shares 796,404 Est. Cost $64.78 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $9,870 Shares 17,229 Est. Cost $230.34 Unrealized +141.2%
GSIE GOLDMAN SACHS ETF TR 0.4%
Value ($000) $42,668 Shares 993,660 Est. Cost $31.76 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $32,006 Shares 935,581 Est. Cost $28.44 Unrealized
NTSI WISDOMTREE TR 0.2%
Value ($000) $21,447 Shares 486,433 Est. Cost $32.31 Unrealized
NTSX WISDOMTREE TR 0.4%
Value ($000) $38,513 Shares 702,670 Est. Cost $34.26 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $2,774 Shares 17,258 Est. Cost $74.03 Unrealized +99.0%
RHLD RESOLUTE HLDGS MGMT INC 0.0%
Value ($000) $763 Shares 3,697 Est. Cost $54.08 Unrealized +173.5%
ITM VANECK ETF TRUST 0.2%
Value ($000) $22,633 Shares 479,928 Est. Cost $45.09 Unrealized
LGIH LGI HOMES INC 0.0%
Value ($000) $1,852 Shares 43,101 Est. Cost $96.55 Unrealized -51.4%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $3,332 Shares 78,300 Est. Cost $27.20 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $8,351 Shares 201,920 Est. Cost $35.86 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $3,117 Shares 17,557 Est. Cost $83.26 Unrealized +99.9%
NBR NABORS INDUSTRIES LTD 0.0%
Value ($000) $1,216 Shares 22,396 Est. Cost $116.32 Unrealized -58.1%
IWB ISHARES TR 0.2%
Value ($000) $23,091 Shares 61,834 Est. Cost $233.87 Unrealized
PRKS UNITED PARKS & RESORTS INC 0.0%
Value ($000) $615 Shares 16,954 Est. Cost $54.43 Unrealized -23.7%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $1,549 Shares 5,373 Est. Cost $161.01 Unrealized +60.5%
CPNG COUPANG INC 0.0%
Value ($000) $709 Shares 30,066 Est. Cost $24.45 Unrealized +16.4%
ABT ABBOTT LABS 0.0%
Value ($000) $3,619 Shares 28,887 Est. Cost $90.77 Unrealized +40.2%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $2,548 Shares 8,852 Est. Cost $183.16 Unrealized
NAGE NIAGEN BIOSCIENCE INC 0.0%
Value ($000) $485 Shares 76,308 Est. Cost $4.11 Unrealized +69.3%
SNDL SNDL INC 0.0%
Value ($000) $344 Shares 207,528 Est. Cost $1.95 Unrealized +2.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $32,618 Shares 64,893 Est. Cost $321.05 Unrealized +55.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,572 Shares 13,182 Est. Cost $171.78 Unrealized +13.5%
FDX FEDEX CORP 0.0%
Value ($000) $1,073 Shares 3,715 Est. Cost $218.06 Unrealized +19.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1,495 Shares 11,259 Est. Cost $233.04 Unrealized -36.8%
ROST ROSS STORES INC 0.0%
Value ($000) $1,223 Shares 6,789 Est. Cost $120.08 Unrealized +38.7%
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value ($000) $704 Shares 26,927 Est. Cost $20.88 Unrealized +35.6%
PCAR PACCAR INC 0.0%
Value ($000) $1,770 Shares 16,167 Est. Cost $66.03 Unrealized +53.3%
GE GE AEROSPACE 0.1%
Value ($000) $7,964 Shares 25,854 Est. Cost $136.45 Unrealized +120.4%
LCTU BLACKROCK ETF TRUST 0.1%
Value ($000) $5,522 Shares 74,527 Est. Cost $54.77 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2,922 Shares 10,120 Est. Cost $241.55 Unrealized +19.5%
CLVT CLARIVATE PLC 0.0%
Value ($000) $968 Shares 289,845 Est. Cost $6.85 Unrealized -48.1%
EG EVEREST GROUP LTD 0.0%
Value ($000) $3,918 Shares 11,545 Est. Cost $302.74 Unrealized +9.1%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $410 Shares 13,373 Est. Cost $46.45 Unrealized -25.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,464 Shares 30,689 Est. Cost $64.46 Unrealized +28.0%
IUSV ISHARES TR 0.1%
Value ($000) $7,759 Shares 75,664 Est. Cost $77.40 Unrealized
PAYS PAYSIGN INC 0.0%
Value ($000) $551 Shares 107,077 Est. Cost $9.50 Unrealized -43.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $2,029 Shares 5,773 Est. Cost $302.12 Unrealized +20.3%
MCK MCKESSON CORP 0.0%
Value ($000) $1,761 Shares 2,147 Est. Cost $384.77 Unrealized +112.0%
TLH ISHARES TR 0.1%
Value ($000) $9,343 Shares 91,899 Est. Cost $102.58 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $591 Shares 64,095 Est. Cost $11.27 Unrealized -11.4%
PRI PRIMERICA INC 0.0%
Value ($000) $1,442 Shares 5,580 Est. Cost $178.29 Unrealized +46.3%
NUVB NUVATION BIO INC 0.0%
Value ($000) $179 Shares 20,000 Est. Cost $2.73 Unrealized +127.3%
COR CENCORA INC 0.0%
Value ($000) $1,308 Shares 3,874 Est. Cost $169.06 Unrealized +101.5%
CRVL CORVEL CORP 0.0%
Value ($000) $710 Shares 10,490 Est. Cost $95.24 Unrealized -24.0%
QVAL EA SERIES TRUST 0.0%
Value ($000) $2,497 Shares 51,177 Est. Cost $44.87 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $4,977 Shares 20,220 Est. Cost $198.60 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $680 Shares 4,731 Est. Cost $177.53 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $921 Shares 12,464 Est. Cost $55.36 Unrealized +41.4%
EPAM EPAM SYS INC 0.0%
Value ($000) $347 Shares 1,694 Est. Cost $259.05 Unrealized -31.2%
DGRW WISDOMTREE TR 0.4%
Value ($000) $45,552 Shares 509,361 Est. Cost $63.40 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $349 Shares 17,560 Est. Cost $28.96 Unrealized -26.5%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $852 Shares 14,879 Est. Cost $43.03 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $464 Shares 5,587 Est. Cost $68.67 Unrealized +8.7%
TDAY USA TODAY CO INC 0.0%
Value ($000) $429 Shares 83,295 Est. Cost $5.24 Unrealized -10.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $417 Shares 2,285 Est. Cost $143.54 Unrealized +15.8%
LASR NLIGHT INC 0.0%
Value ($000) $375 Shares 10,006 Est. Cost $12.21 Unrealized +173.5%
GFL GFL ENVIRONMENTAL INC 0.0%
Value ($000) $720 Shares 16,769 Est. Cost $43.53 Unrealized +2.6%
IWN ISHARES TR 0.0%
Value ($000) $3,221 Shares 17,773 Est. Cost $154.89 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $579 Shares 7,557 Est. Cost $51.27 Unrealized +39.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $533 Shares 2,624 Est. Cost $156.20 Unrealized +18.8%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1,161 Shares 13,167 Est. Cost $56.48 Unrealized +48.5%
COPP SPROTT FDS TR 0.0%
Value ($000) $378 Shares 10,858 Est. Cost $23.22 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $824 Shares 7,817 Est. Cost $73.19 Unrealized +50.7%
TRUECAR INC 0.0%
Value ($000) $357 Shares 158,167 Est. Cost $2.45 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $413 Shares 5,430 Est. Cost $108.64 Unrealized -28.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $996 Shares 8,281 Est. Cost $73.13 Unrealized +69.0%
SMMD ISHARES TR 0.1%
Value ($000) $5,865 Shares 78,267 Est. Cost $66.56 Unrealized
HILLENBRAND INC 0.0%
Value ($000) $424 Shares 13,377 Est. Cost $44.41 Unrealized
USIG ISHARES TR 0.2%
Value ($000) $21,039 Shares 406,386 Est. Cost $50.68 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $257 Shares 19,468 Est. Cost $15.19 Unrealized +1.1%
HUBB HUBBELL INC 0.0%
Value ($000) $1,716 Shares 3,865 Est. Cost $309.61 Unrealized +41.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $4,091 Shares 35,956 Est. Cost $110.17 Unrealized -0.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $758 Shares 31,269 Est. Cost $30.39 Unrealized -19.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $792 Shares 11,765 Est. Cost $63.19 Unrealized +10.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $466 Shares 4,765 Est. Cost $101.28 Unrealized +1.6%
DOV DOVER CORP 0.0%
Value ($000) $338 Shares 1,731 Est. Cost $154.72 Unrealized +17.5%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $296 Shares 6,767 Est. Cost $49.03 Unrealized -6.1%
DX DYNEX CAP INC 0.0%
Value ($000) $367 Shares 26,160 Est. Cost $12.51 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,253 Shares 26,699 Est. Cost $55.29 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $2,677 Shares 33,207 Est. Cost $75.54 Unrealized
TLS TELOS CORP MD 0.0%
Value ($000) $129 Shares 25,300 Est. Cost $3.93 Unrealized +58.9%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $214 Shares 2,020 Est. Cost $97.02 Unrealized +19.3%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $695 Shares 12,270 Est. Cost $52.84 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value ($000) $1,604 Shares 21,293 Est. Cost $42.32 Unrealized +77.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1,195 Shares 14,887 Est. Cost $60.62 Unrealized +33.7%
ICLR ICON PLC 0.0%
Value ($000) $894 Shares 4,907 Est. Cost $259.80 Unrealized -31.5%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $181 Shares 19,170 Est. Cost $18.00 Unrealized -43.8%
GFF GRIFFON CORP 0.0%
Value ($000) $861 Shares 11,685 Est. Cost $34.64 Unrealized +114.2%
AOA ISHARES TR 0.0%
Value ($000) $1,459 Shares 16,293 Est. Cost $75.17 Unrealized
PAR PAR TECHNOLOGY CORP 0.0%
Value ($000) $388 Shares 10,707 Est. Cost $68.35 Unrealized -47.2%
VTR VENTAS INC 0.0%
Value ($000) $384 Shares 4,966 Est. Cost $45.78 Unrealized +63.8%
ILCB ISHARES TR 0.0%
Value ($000) $1,485 Shares 15,732 Est. Cost $73.95 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $498 Shares 12,224 Est. Cost $40.05 Unrealized +1.7%
GGG GRACO INC 0.0%
Value ($000) $814 Shares 9,935 Est. Cost $70.54 Unrealized +16.2%
ITA ISHARES TR 0.0%
Value ($000) $1,099 Shares 5,119 Est. Cost $178.07 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $6,425 Shares 218,810 Est. Cost $28.40 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $17,838 Shares 58,364 Est. Cost $253.40 Unrealized +20.4%
HRB BLOCK H & R INC 0.0%
Value ($000) $220 Shares 5,052 Est. Cost $56.45 Unrealized -17.8%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,020 Shares 2,470 Est. Cost $331.84 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $205 Shares 5,073 Est. Cost $30.78 Unrealized
MET METLIFE INC 0.0%
Value ($000) $748 Shares 9,475 Est. Cost $60.46 Unrealized +30.6%
KAI KADANT INC 0.0%
Value ($000) $622 Shares 2,182 Est. Cost $360.79 Unrealized -21.4%
GUNR FLEXSHARES TR 0.0%
Value ($000) $671 Shares 14,636 Est. Cost $34.69 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $8,597 Shares 146,378 Est. Cost $58.56 Unrealized
MREO MEREO BIOPHARMA GROUP PLC 0.0%
Value ($000) $8 Shares 18,300 Est. Cost $0.98 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $242 Shares 8,217 Est. Cost $125.93 Unrealized -78.4%
UFI UNIFI INC 0.0%
Value ($000) $81 Shares 23,000 Est. Cost $7.04 Unrealized -45.1%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $679 Shares 9,462 Est. Cost $59.26 Unrealized
GDS GDS HLDGS LTD 0.0%
Value ($000) $248 Shares 7,095 Est. Cost $30.57 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $381 Shares 2,799 Est. Cost $107.67 Unrealized +33.4%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $155 Shares 17,745 Est. Cost $1.90 Unrealized +296.2%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $1,289 Shares 4,669 Est. Cost $170.44 Unrealized +61.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $656 Shares 4,050 Est. Cost $129.50 Unrealized +20.6%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $298 Shares 8,003 Est. Cost $25.20 Unrealized +51.2%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $334 Shares 10,473 Est. Cost $63.87 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,080 Shares 15,338 Est. Cost $42.91 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $3,719 Shares 212,161 Est. Cost $17.90 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,162 Shares 26,157 Est. Cost $29.58 Unrealized
PPL PPL CORP 0.0%
Value ($000) $466 Shares 13,300 Est. Cost $29.23 Unrealized +22.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $236 Shares 10,552 Est. Cost $20.04 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $630 Shares 6,916 Est. Cost $126.89 Unrealized -27.8%
TTC TORO CO 0.0%
Value ($000) $936 Shares 11,894 Est. Cost $101.45 Unrealized -27.1%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $737 Shares 2,933 Est. Cost $192.53 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $971 Shares 20,806 Est. Cost $54.35 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $876 Shares 1,584 Est. Cost $313.31 Unrealized +75.4%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $562 Shares 12,032 Est. Cost $48.12 Unrealized -4.8%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $842 Shares 8,617 Est. Cost $88.45 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $333 Shares 6,232 Est. Cost $35.94 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $898 Shares 11,968 Est. Cost $72.70 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $983 Shares 17,573 Est. Cost $36.75 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $696 Shares 8,282 Est. Cost $44.39 Unrealized +81.6%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $464 Shares 3,951 Est. Cost $45.11 Unrealized +137.4%
IYY ISHARES TR 0.0%
Value ($000) $973 Shares 5,866 Est. Cost $87.76 Unrealized
WAB WABTEC 0.0%
Value ($000) $305 Shares 1,429 Est. Cost $170.75 Unrealized +20.3%
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $612 Shares 12,485 Est. Cost $35.93 Unrealized
CATH GLOBAL X FDS 0.0%
Value ($000) $908 Shares 11,042 Est. Cost $50.28 Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1,581 Shares 31,328 Est. Cost $50.08 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $738 Shares 15,547 Est. Cost $36.57 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,276 Shares 26,492 Est. Cost $48.17 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $1,125 Shares 11,831 Est. Cost $71.38 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $407 Shares 8,886 Est. Cost $47.74 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $322 Shares 18,691 Est. Cost $19.11 Unrealized -14.9%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $336 Shares 9,199 Est. Cost $31.14 Unrealized +9.0%
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $433 Shares 7,872 Est. Cost $35.36 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $319 Shares 1,061 Est. Cost $314.75 Unrealized -7.8%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $318 Shares 3,565 Est. Cost $60.52 Unrealized +44.3%
IDA IDACORP INC 0.0%
Value ($000) $354 Shares 2,800 Est. Cost $95.20 Unrealized +36.6%
EEMS ISHARES INC 0.0%
Value ($000) $1,573 Shares 23,306 Est. Cost $34.05 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $328 Shares 35,712 Est. Cost $8.33 Unrealized +4.3%
EUSB ISHARES TR 0.0%
Value ($000) $1,843 Shares 41,969 Est. Cost $42.82 Unrealized
TIPT TIPTREE INC 0.0%
Value ($000) $301 Shares 16,473 Est. Cost $20.94 Unrealized -13.0%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $369 Shares 54,500 Est. Cost $7.81 Unrealized -10.3%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $479 Shares 6,713 Est. Cost $61.96 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $238 Shares 1,156 Est. Cost $145.19 Unrealized +39.4%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $259 Shares 4,122 Est. Cost $49.85 Unrealized +19.1%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $351 Shares 5,450 Est. Cost $47.68 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $345 Shares 3,366 Est. Cost $124.12 Unrealized -19.3%
DSI ISHARES TR 0.0%
Value ($000) $461 Shares 3,581 Est. Cost $103.85 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $333 Shares 9,373 Est. Cost $34.39 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $406 Shares 15,028 Est. Cost $25.51 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $695 Shares 4,692 Est. Cost $129.12 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $57 Shares 10,567 Est. Cost $6.40 Unrealized +2.1%
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $606 Shares 23,966 Est. Cost $21.94 Unrealized +11.6%
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $404 Shares 8,245 Est. Cost $33.96 Unrealized
KJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $478 Shares 17,120 Est. Cost $26.12 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $286 Shares 3,008 Est. Cost $91.06 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $549 Shares 13,723 Est. Cost $32.11 Unrealized
XPOF XPONENTIAL FITNESS INC 0.0%
Value ($000) $185 Shares 22,422 Est. Cost $13.68 Unrealized -48.1%
XFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $441 Shares 12,361 Est. Cost $30.56 Unrealized
IJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $333 Shares 11,400 Est. Cost $26.02 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $499 Shares 412 Est. Cost $1462.71 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $716 Shares 10,682 Est. Cost $54.39 Unrealized +18.7%
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $333 Shares 9,700 Est. Cost $27.85 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $429 Shares 4,363 Est. Cost $99.55 Unrealized
EQT EQT CORP 0.0%
Value ($000) $397 Shares 7,397 Est. Cost $50.96 Unrealized +10.1%
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $617 Shares 5,199 Est. Cost $96.99 Unrealized
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $349 Shares 11,330 Est. Cost $25.58 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $991 Shares 10,233 Est. Cost $86.76 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value ($000) $481 Shares 18,537 Est. Cost $27.11 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $265 Shares 11,207 Est. Cost $23.37 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $219 Shares 759 Est. Cost $295.62 Unrealized -5.0%
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $328 Shares 7,900 Est. Cost $34.30 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $284 Shares 2,050 Est. Cost $123.81 Unrealized
BANK AMERICA CORP 0.0%
Value ($000) $337 Shares 269 Est. Cost $1430.29 Unrealized
WK WORKIVA INC 0.0%
Value ($000) $3,113 Shares 36,096 Est. Cost $48.56 Unrealized +82.3%
IYR ISHARES TR 0.0%
Value ($000) $282 Shares 3,007 Est. Cost $91.58 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $271 Shares 2,997 Est. Cost $82.35 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $454 Shares 7,952 Est. Cost $37.76 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $283 Shares 8,570 Est. Cost $30.99 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $251 Shares 5,524 Est. Cost $39.22 Unrealized
NOA NORTH AMERN CONSTR GROUP LTD 0.0%
Value ($000) $580 Shares 40,355 Est. Cost $18.09 Unrealized -21.3%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4,071 Shares 82,829 Est. Cost $51.33 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $255 Shares 6,478 Est. Cost $33.87 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,212 Shares 2,471 Est. Cost $254.66 Unrealized +86.1%
IYG ISHARES TR 0.0%
Value ($000) $216 Shares 2,346 Est. Cost $71.01 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $686 Shares 14,318 Est. Cost $48.32 Unrealized
YJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $264 Shares 10,300 Est. Cost $21.09 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $592 Shares 24,519 Est. Cost $24.61 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $462 Shares 1,972 Est. Cost $242.75 Unrealized -5.9%
RLI RLI CORP 0.0%
Value ($000) $437 Shares 6,838 Est. Cost $67.87 Unrealized -9.4%
PLBY PLAYBOY INC 0.0%
Value ($000) $26 Shares 13,784 Est. Cost $0.93 Unrealized +75.8%
EJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $230 Shares 7,766 Est. Cost $23.60 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $282 Shares 2,008 Est. Cost $127.95 Unrealized +11.2%
NJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $217 Shares 6,871 Est. Cost $30.80 Unrealized
ABEQ UNIFIED SER TR 0.0%
Value ($000) $4,751 Shares 132,522 Est. Cost $30.19 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,107 Shares 11,933 Est. Cost $77.40 Unrealized
KAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $233 Shares 8,800 Est. Cost $26.00 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $214 Shares 4,209 Est. Cost $31.07 Unrealized
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $210 Shares 3,082 Est. Cost $69.04 Unrealized -4.8%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $9 Shares 10,642 Est. Cost $1.19 Unrealized -10.8%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $565 Shares 3,978 Est. Cost $110.95 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $500 Shares 6,677 Est. Cost $40.75 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $666 Shares 13,263 Est. Cost $49.91 Unrealized
INSE INSPIRED ENTMT INC 0.0%
Value ($000) $374 Shares 39,934 Est. Cost $11.00 Unrealized -23.4%
RALLYBIO CORP 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $0.50 Unrealized
ADAM ADAMAS TRUST INC. 0.0%
Value ($000) $76 Shares 10,365 Est. Cost $6.97 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $256 Shares 1,469 Est. Cost $140.14 Unrealized +28.2%
CRVS CORVUS PHARMACEUTICALS INC 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $3.64 Unrealized +116.7%
AIVL WISDOMTREE TR 0.0%
Value ($000) $460 Shares 4,000 Est. Cost $81.81 Unrealized
INFL LISTED FDS TR 0.0%
Value ($000) $3,334 Shares 74,980 Est. Cost $32.90 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $102 Shares 16,579 Est. Cost $1.44 Unrealized +389.1%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $921 Shares 4,136 Est. Cost $191.22 Unrealized +24.4%
USVM VICTORY PORTFOLIOS II 0.0%
Value ($000) $303 Shares 3,315 Est. Cost $64.26 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $219 Shares 2,505 Est. Cost $78.61 Unrealized +8.5%
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $519 Shares 10,942 Est. Cost $46.53 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $313 Shares 14,591 Est. Cost $21.37 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $709 Shares 31,729 Est. Cost $22.41 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $364 Shares 9,504 Est. Cost $27.53 Unrealized +41.1%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $440 Shares 2,506 Est. Cost $147.05 Unrealized +17.5%
GSBC GREAT SOUTHN BANCORP INC 0.0%
Value ($000) $369 Shares 6,000 Est. Cost $60.67 Unrealized -0.9%
SEATW VIVID SEATS INC 0.0%
Value ($000) $1 Shares 20,800 Est. Cost $3.20 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $27 Shares 10,167 Est. Cost $2.24 Unrealized +15.6%
TELO TELOMIR PHARMACEUTICALS INC 0.0%
Value ($000) $31 Shares 23,000 Est. Cost $2.00 Unrealized -27.8%
QQXT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $292 Shares 2,936 Est. Cost $88.13 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $263 Shares 26,370 Est. Cost $9.31 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value ($000) $482 Shares 10,545 Est. Cost $45.49 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $256 Shares 4,782 Est. Cost $55.89 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $821 Shares 34,713 Est. Cost $23.50 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $755 Shares 1 Est. Cost $729330.75 Unrealized +2.3%
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value ($000) $325 Shares 154,574 Est. Cost $2.46 Unrealized -20.3%
XBIL RBB FD INC 0.0%
Value ($000) $227 Shares 4,541 Est. Cost $50.19 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $239 Shares 2,101 Est. Cost $107.70 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $261 Shares 1,551 Est. Cost $132.25 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $401 Shares 7,970 Est. Cost $50.31 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $704 Shares 30,744 Est. Cost $22.49 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $1,108 Shares 23,316 Est. Cost $45.95 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $569 Shares 24,058 Est. Cost $23.49 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $218 Shares 4,502 Est. Cost $48.22 Unrealized
KLTOW KLOTHO NEUROSCIENCES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.25 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 6,558 Est. Cost $30.39 Unrealized