Mascoma Wealth Management LLC Diversified Active

CIK: 0001695664 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 21, 2022

Total Value ($000): $289,086 (100.0% shares, 0.0% debt)

Holdings (533)

IVV ISHARES CORE S&P 500 ETF 10.2%
Value ($000) $29,519 Shares 61,887 Est. Cost $385.27 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 9.9%
Value ($000) $28,762 Shares 248,716 Est. Cost $59.80 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 7.1%
Value ($000) $20,456 Shares 405,222 Est. Cost $50.37 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 5.1%
Value ($000) $14,781 Shares 289,485 Est. Cost $48.95 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5.0%
Value ($000) $14,502 Shares 269,157 Est. Cost $54.71 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 3.3%
Value ($000) $9,519 Shares 102,443 Est. Cost $81.60 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 3.2%
Value ($000) $9,379 Shares 206,726 Est. Cost $41.11 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 3.0%
Value ($000) $8,637 Shares 78,943 Est. Cost $109.41 Unrealized
QQQ INVESCO QQQ TRUST 2.1%
Value ($000) $6,100 Shares 15,333 Est. Cost $290.31 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $5,923 Shares 33,355 Est. Cost $94.79 Unrealized +63.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 2.0%
Value ($000) $5,724 Shares 137,957 Est. Cost $42.66 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.9%
Value ($000) $5,619 Shares 69,460 Est. Cost $48.90 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 1.7%
Value ($000) $4,988 Shares 47,108 Est. Cost $105.93 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 1.6%
Value ($000) $4,707 Shares 151,978 Est. Cost $30.71 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.6%
Value ($000) $4,539 Shares 16,034 Est. Cost $209.90 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1.4%
Value ($000) $4,099 Shares 116,211 Est. Cost $32.84 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.4%
Value ($000) $3,905 Shares 17,280 Est. Cost $194.66 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.3%
Value ($000) $3,866 Shares 76,718 Est. Cost $50.38 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.3%
Value ($000) $3,629 Shares 55,117 Est. Cost $98.14 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.3%
Value ($000) $3,619 Shares 31,723 Est. Cost $110.10 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 1.2%
Value ($000) $3,577 Shares 52,102 Est. Cost $58.24 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $3,000 Shares 57,746 Est. Cost $34.07 Unrealized +18.6%
IJR ISHARES S&P SMALL-CAP FUND 1.0%
Value ($000) $2,867 Shares 25,040 Est. Cost $105.40 Unrealized
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 0.9%
Value ($000) $2,644 Shares 26,388 Est. Cost $100.54 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.9%
Value ($000) $2,610 Shares 44,273 Est. Cost $64.30 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.9%
Value ($000) $2,600 Shares 15,141 Est. Cost $124.56 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $2,497 Shares 20,367 Est. Cost $107.60 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.8%
Value ($000) $2,415 Shares 17,837 Est. Cost $104.85 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.8%
Value ($000) $2,385 Shares 27,407 Est. Cost $87.33 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.8%
Value ($000) $2,375 Shares 37,580 Est. Cost $61.02 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $2,329 Shares 6,925 Est. Cost $120.77 Unrealized +159.5%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $2,318 Shares 5,309 Est. Cost $343.75 Unrealized
FIW FIRST TRUST WATER ETF 0.7%
Value ($000) $2,111 Shares 22,272 Est. Cost $80.80 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.7%
Value ($000) $2,065 Shares 51,208 Est. Cost $37.86 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $2,039 Shares 45,000 Est. Cost $45.73 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.6%
Value ($000) $1,785 Shares 22,466 Est. Cost $75.24 Unrealized
EAGG ISHARES ESG AWARE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $1,686 Shares 30,547 Est. Cost $55.20 Unrealized
PFE PFIZER INC COM 0.6%
Value ($000) $1,644 Shares 27,840 Est. Cost $26.52 Unrealized +51.7%
UNP UNION PAC CORP COM 0.6%
Value ($000) $1,638 Shares 6,501 Est. Cost $147.05 Unrealized +46.2%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.6%
Value ($000) $1,634 Shares 63,722 Est. Cost $25.75 Unrealized
XJH ISHARES ESG SCREENED S&P MID-CAP ETF 0.5%
Value ($000) $1,535 Shares 39,496 Est. Cost $37.02 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.5%
Value ($000) $1,482 Shares 54,657 Est. Cost $26.37 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.4%
Value ($000) $1,298 Shares 25,985 Est. Cost $50.13 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.4%
Value ($000) $1,182 Shares 25,511 Est. Cost $41.76 Unrealized
BGRN ISHARES GLOBAL GREEN BOND ETF 0.4%
Value ($000) $1,127 Shares 20,779 Est. Cost $54.91 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $1,045 Shares 6,221 Est. Cost $127.77 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,040 Shares 312 Est. Cost $160.15 Unrealized +6.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,007 Shares 2,119 Est. Cost $289.03 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.3%
Value ($000) $924 Shares 12,105 Est. Cost $69.73 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $890 Shares 3,955 Est. Cost $152.21 Unrealized +21.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $885 Shares 6,079 Est. Cost $122.83 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.3%
Value ($000) $827 Shares 10,777 Est. Cost $67.96 Unrealized
CNRG SPDR S&P KENSHO CLEAN POWER ETF 0.3%
Value ($000) $762 Shares 8,454 Est. Cost $106.29 Unrealized
GSST GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF 0.3%
Value ($000) $737 Shares 14,595 Est. Cost $50.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $728 Shares 2,436 Est. Cost $196.20 Unrealized +46.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $625 Shares 937 Est. Cost $485.70 Unrealized +27.1%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $579 Shares 200 Est. Cost $105.51 Unrealized +35.5%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $531 Shares 4,797 Est. Cost $110.63 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $519 Shares 4,700 Est. Cost $110.56 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $499 Shares 8,161 Est. Cost $50.33 Unrealized +7.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $490 Shares 975 Est. Cost $321.76 Unrealized +31.2%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $478 Shares 1,044 Est. Cost $375.35 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.2%
Value ($000) $471 Shares 2,455 Est. Cost $127.49 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $469 Shares 1,129 Est. Cost $189.81 Unrealized +80.8%
AOR ISHARES GROWTH ALLOCATION FUND 0.2%
Value ($000) $444 Shares 7,785 Est. Cost $54.57 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $442 Shares 7,960 Est. Cost $37.62 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $436 Shares 3,375 Est. Cost $128.44 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $431 Shares 8,371 Est. Cost $41.15 Unrealized +14.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $410 Shares 3,533 Est. Cost $94.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $407 Shares 1,651 Est. Cost $157.35 Unrealized +31.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $407 Shares 2,345 Est. Cost $97.40 Unrealized +47.3%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $405 Shares 2,558 Est. Cost $74.27 Unrealized +99.0%
META META PLATFORMS INC CL A 0.1%
Value ($000) $387 Shares 1,150 Est. Cost $276.89 Unrealized +19.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $372 Shares 2,784 Est. Cost $102.38 Unrealized +4.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $372 Shares 7,514 Est. Cost $50.36 Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $371 Shares 11,662 Est. Cost $21.94 Unrealized +38.7%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $369 Shares 9,290 Est. Cost $43.19 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $364 Shares 641 Est. Cost $373.92 Unrealized +30.5%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.1%
Value ($000) $350 Shares 3,660 Est. Cost $96.35 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $346 Shares 3,195 Est. Cost $90.67 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $329 Shares 1,477 Est. Cost $220.62 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $324 Shares 4,564 Est. Cost $70.45 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $323 Shares 3,749 Est. Cost $58.43 Unrealized +35.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $319 Shares 1,863 Est. Cost $97.97 Unrealized +48.1%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $310 Shares 4,892 Est. Cost $41.61 Unrealized +21.3%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $307 Shares 3,489 Est. Cost $74.26 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $303 Shares 2,909 Est. Cost $95.49 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $290 Shares 1,440 Est. Cost $135.00 Unrealized +56.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $287 Shares 1,756 Est. Cost $68.60 Unrealized +95.5%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $286 Shares 1,123 Est. Cost $228.47 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $283 Shares 7,393 Est. Cost $35.23 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $278 Shares 2,993 Est. Cost $97.05 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $272 Shares 4,885 Est. Cost $47.12 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $270 Shares 1,009 Est. Cost $195.79 Unrealized +17.3%
NUVEEN MUN VALUE FD INC COM 0.1%
Value ($000) $249 Shares 23,970 Est. Cost $10.01 Unrealized
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.1%
Value ($000) $245 Shares 8,515 Est. Cost $30.00 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $237 Shares 888 Est. Cost $248.89 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $232 Shares 3,887 Est. Cost $40.36 Unrealized +18.8%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $227 Shares 438 Est. Cost $485.75 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $227 Shares 1,047 Est. Cost $222.50 Unrealized -6.5%
HTEC ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF 0.1%
Value ($000) $225 Shares 5,154 Est. Cost $45.07 Unrealized
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $222 Shares 2,375 Est. Cost $88.86 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $217 Shares 785 Est. Cost $236.66 Unrealized +3.0%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $215 Shares 1,842 Est. Cost $125.74 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $213 Shares 411 Est. Cost $414.76 Unrealized +9.1%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $212 Shares 10,817 Est. Cost $15.44 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $210 Shares 1,553 Est. Cost $97.36 Unrealized +4.5%
HUM HUMANA INC COM 0.1%
Value ($000) $199 Shares 430 Est. Cost $406.77 Unrealized +4.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $193 Shares 2,452 Est. Cost $77.96 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $189 Shares 908 Est. Cost $192.81 Unrealized -4.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $188 Shares 2,229 Est. Cost $74.92 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $183 Shares 1,773 Est. Cost $72.53 Unrealized +11.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $182 Shares 3,043 Est. Cost $52.23 Unrealized
T AT&T INC COM 0.1%
Value ($000) $172 Shares 6,992 Est. Cost $15.37 Unrealized -4.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $168 Shares 1,266 Est. Cost $132.74 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $165 Shares 500 Est. Cost $267.54 Unrealized +1.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $163 Shares 3,234 Est. Cost $51.39 Unrealized -10.2%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $161 Shares 2,960 Est. Cost $50.71 Unrealized +0.5%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $157 Shares 2,378 Est. Cost $62.55 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $157 Shares 1,551 Est. Cost $94.13 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $156 Shares 1,024 Est. Cost $159.20 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $156 Shares 937 Est. Cost $139.71 Unrealized +7.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $155 Shares 435 Est. Cost $320.09 Unrealized -3.5%
FLTB FIDELITY LIMITED TERM BOND ETF 0.1%
Value ($000) $155 Shares 3,000 Est. Cost $51.78 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $151 Shares 2,399 Est. Cost $62.53 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $150 Shares 1,342 Est. Cost $103.58 Unrealized
TRP TC ENERGY CORP COM 0.1%
Value ($000) $149 Shares 3,205 Est. Cost $38.63 Unrealized +3.2%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $148 Shares 51 Est. Cost $138.92 Unrealized +3.3%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $146 Shares 636 Est. Cost $200.81 Unrealized -1.8%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $140 Shares 2,735 Est. Cost $52.46 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $138 Shares 1,485 Est. Cost $68.17 Unrealized +26.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $138 Shares 980 Est. Cost $114.60 Unrealized +3.6%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $137 Shares 1,600 Est. Cost $70.48 Unrealized +18.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $134 Shares 857 Est. Cost $141.77 Unrealized +1.5%
TSLA TESLA INC COM 0.0%
Value ($000) $134 Shares 127 Est. Cost $235.37 Unrealized +42.5%
MMM 3M CO COM 0.0%
Value ($000) $132 Shares 745 Est. Cost $135.30 Unrealized -5.9%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $131 Shares 1,796 Est. Cost $70.50 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $131 Shares 12,065 Est. Cost $10.89 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $130 Shares 2,471 Est. Cost $48.56 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $129 Shares 3,122 Est. Cost $42.34 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $128 Shares 785 Est. Cost $158.27 Unrealized +2.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $128 Shares 2,615 Est. Cost $50.19 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $128 Shares 373 Est. Cost $338.65 Unrealized -3.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $126 Shares 497 Est. Cost $252.52 Unrealized +9.9%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $125 Shares 2,803 Est. Cost $43.38 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $124 Shares 2,102 Est. Cost $32.09 Unrealized +53.3%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $122 Shares 414 Est. Cost $23.80 Unrealized +15.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $122 Shares 1,400 Est. Cost $82.17 Unrealized -4.5%
VFC V F CORP COM 0.0%
Value ($000) $119 Shares 1,622 Est. Cost $76.73 Unrealized -4.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $119 Shares 1,573 Est. Cost $44.80 Unrealized +45.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $116 Shares 3,715 Est. Cost $30.42 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $114 Shares 530 Est. Cost $162.74 Unrealized +3.6%
VIRTUS GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $113 Shares 11,900 Est. Cost $12.56 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $112 Shares 122 Est. Cost $836.07 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $111 Shares 6,170 Est. Cost $17.18 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $111 Shares 240 Est. Cost $357.60 Unrealized +11.1%
EAOR ISHARES ESG AWARE GROWTH ALLOCATION ETF 0.0%
Value ($000) $110 Shares 3,458 Est. Cost $31.09 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $109 Shares 1,171 Est. Cost $74.74 Unrealized +3.5%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $109 Shares 5,152 Est. Cost $21.74 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $109 Shares 540 Est. Cost $180.74 Unrealized -1.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $108 Shares 516 Est. Cost $178.57 Unrealized +3.7%
FDX FEDEX CORP COM 0.0%
Value ($000) $105 Shares 405 Est. Cost $247.97 Unrealized -11.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $101 Shares 408 Est. Cost $205.57 Unrealized +2.3%
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $100 Shares 5,850 Est. Cost $16.24 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $100 Shares 736 Est. Cost $99.29 Unrealized +10.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $97 Shares 171 Est. Cost $625.84 Unrealized -0.1%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $96 Shares 256 Est. Cost $257.31 Unrealized +7.1%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $96 Shares 814 Est. Cost $83.32 Unrealized +15.3%
ARCONIC CORPORATION COM 0.0%
Value ($000) $96 Shares 2,915 Est. Cost $31.56 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $95 Shares 313 Est. Cost $249.79 Unrealized +5.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $94 Shares 3,537 Est. Cost $26.58 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $94 Shares 1,300 Est. Cost $59.38 Unrealized -1.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $90 Shares 217 Est. Cost $329.73 Unrealized +4.1%
WMT WALMART INC COM 0.0%
Value ($000) $88 Shares 609 Est. Cost $45.47 Unrealized -0.6%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $87 Shares 2,032 Est. Cost $40.99 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $77.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $84 Shares 1,094 Est. Cost $66.66 Unrealized +9.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $83 Shares 1,722 Est. Cost $41.59 Unrealized +6.8%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $83 Shares 1,497 Est. Cost $52.23 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $40.00 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $77 Shares 880 Est. Cost $109.09 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $79.49 Unrealized +0.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $77 Shares 536 Est. Cost $115.50 Unrealized -0.2%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $75 Shares 1,681 Est. Cost $38.51 Unrealized +6.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $74 Shares 478 Est. Cost $108.54 Unrealized +45.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $73 Shares 421 Est. Cost $149.64 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $72 Shares 1,837 Est. Cost $39.50 Unrealized -1.4%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $72 Shares 1,582 Est. Cost $42.35 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $72 Shares 300 Est. Cost $35.98 Unrealized +13.2%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $72 Shares 384 Est. Cost $251.75 Unrealized -14.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $70 Shares 943 Est. Cost $74.45 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $69 Shares 948 Est. Cost $74.89 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $69 Shares 790 Est. Cost $83.89 Unrealized +6.0%
DOV DOVER CORP COM 0.0%
Value ($000) $68 Shares 377 Est. Cost $158.77 Unrealized +1.4%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $67 Shares 981 Est. Cost $68.30 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $66 Shares 975 Est. Cost $67.69 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $66 Shares 245 Est. Cost $255.22 Unrealized -1.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $65 Shares 1,037 Est. Cost $54.83 Unrealized -10.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $64 Shares 267 Est. Cost $220.97 Unrealized
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $63 Shares 1,311 Est. Cost $37.97 Unrealized +5.0%
KR KROGER CO COM 0.0%
Value ($000) $63 Shares 1,398 Est. Cost $38.24 Unrealized +0.6%
AON AON PLC SHS CL A 0.0%
Value ($000) $63 Shares 211 Est. Cost $277.58 Unrealized +4.8%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $61 Shares 400 Est. Cost $288.12 Unrealized -20.9%
BX BLACKSTONE INC COM 0.0%
Value ($000) $61 Shares 470 Est. Cost $100.33 Unrealized +15.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $61 Shares 171 Est. Cost $354.74 Unrealized -4.8%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $60 Shares 190 Est. Cost $278.95 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $59 Shares 674 Est. Cost $71.08 Unrealized +3.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $58 Shares 305 Est. Cost $159.94 Unrealized +0.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $57 Shares 300 Est. Cost $166.72 Unrealized -4.9%
OKTA OKTA INC CL A 0.0%
Value ($000) $56 Shares 250 Est. Cost $246.27 Unrealized -3.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $55 Shares 471 Est. Cost $105.71 Unrealized -3.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $55 Shares 518 Est. Cost $98.46 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $54 Shares 305 Est. Cost $155.29 Unrealized +6.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $54 Shares 751 Est. Cost $56.51 Unrealized +10.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 1,367 Est. Cost $37.31 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $53 Shares 622 Est. Cost $71.56 Unrealized +2.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $52 Shares 177 Est. Cost $248.67 Unrealized -3.7%
MRK MERCK & CO INC COM 0.0%
Value ($000) $52 Shares 679 Est. Cost $66.61 Unrealized +4.9%
CMPX COMPASS THERAPEUTICS INC COM 0.0%
Value ($000) $50 Shares 15,682 Est. Cost $3.29 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $50 Shares 524 Est. Cost $62.95 Unrealized -2.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $49 Shares 500 Est. Cost $88.00 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $49 Shares 562 Est. Cost $65.81 Unrealized +9.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $49 Shares 160 Est. Cost $275.00 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $49 Shares 192 Est. Cost $234.38 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 300 Est. Cost $151.43 Unrealized 0.0%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $47 Shares 803 Est. Cost $58.53 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $47 Shares 264 Est. Cost $170.86 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $47 Shares 194 Est. Cost $210.50 Unrealized 0.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $47 Shares 66 Est. Cost $618.23 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $47 Shares 216 Est. Cost $198.94 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $47 Shares 76 Est. Cost $599.45 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 600 Est. Cost $68.33 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $46 Shares 763 Est. Cost $59.69 Unrealized -4.2%
EAOA ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $45 Shares 1,318 Est. Cost $33.41 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $45 Shares 1,753 Est. Cost $26.24 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $44 Shares 539 Est. Cost $81.18 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $44 Shares 1,702 Est. Cost $26.44 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $44 Shares 1,250 Est. Cost $33.60 Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $43 Shares 1,496 Est. Cost $23.08 Unrealized +7.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $43 Shares 228 Est. Cost $169.95 Unrealized +0.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $43 Shares 250 Est. Cost $164.00 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $43 Shares 800 Est. Cost $53.33 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $42 Shares 769 Est. Cost $54.62 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $42 Shares 1,210 Est. Cost $32.65 Unrealized
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $41 Shares 1,611 Est. Cost $25.45 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $41 Shares 200 Est. Cost $167.86 Unrealized +11.4%
MET METLIFE INC COM 0.0%
Value ($000) $41 Shares 663 Est. Cost $52.72 Unrealized +5.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $41 Shares 145 Est. Cost $282.76 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $40 Shares 1,517 Est. Cost $27.03 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $40 Shares 240 Est. Cost $134.64 Unrealized +12.7%
GLW CORNING INC COM 0.0%
Value ($000) $39 Shares 1,050 Est. Cost $35.29 Unrealized -5.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $38 Shares 293 Est. Cost $116.64 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $38 Shares 362 Est. Cost $87.25 Unrealized -1.1%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $37 Shares 619 Est. Cost $54.93 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $37 Shares 178 Est. Cost $64.29 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $36 Shares 636 Est. Cost $46.66 Unrealized +4.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $35 Shares 403 Est. Cost $35.22 Unrealized +10.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $35 Shares 294 Est. Cost $101.29 Unrealized -1.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $35 Shares 138 Est. Cost $228.04 Unrealized -2.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $35 Shares 52 Est. Cost $44.48 Unrealized +16.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $35 Shares 533 Est. Cost $66.14 Unrealized -0.2%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $34 Shares 600 Est. Cost $53.33 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $34 Shares 406 Est. Cost $78.82 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $34 Shares 435 Est. Cost $64.66 Unrealized +11.0%
NKE NIKE INC CL B 0.0%
Value ($000) $33 Shares 197 Est. Cost $154.55 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $33 Shares 846 Est. Cost $29.90 Unrealized +2.6%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $32 Shares 2,080 Est. Cost $14.42 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $32 Shares 675 Est. Cost $47.41 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $32 Shares 440 Est. Cost $59.09 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $32 Shares 155 Est. Cost $192.08 Unrealized -2.8%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $32 Shares 698 Est. Cost $44.89 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $32 Shares 184 Est. Cost $152.25 Unrealized +2.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $31 Shares 85 Est. Cost $317.59 Unrealized +0.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $31 Shares 514 Est. Cost $60.31 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $31 Shares 97 Est. Cost $314.89 Unrealized 0.0%
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $31 Shares 1,661 Est. Cost $18.73 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $30 Shares 43 Est. Cost $43.28 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $29 Shares 278 Est. Cost $113.12 Unrealized -9.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $29 Shares 215 Est. Cost $112.02 Unrealized +11.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 248 Est. Cost $112.90 Unrealized
AI POWERED EQUITY ETF 0.0%
Value ($000) $29 Shares 684 Est. Cost $40.94 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $29 Shares 97 Est. Cost $278.30 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $28 Shares 123 Est. Cost $219.90 Unrealized -2.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $28 Shares 112 Est. Cost $214.77 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $27 Shares 158 Est. Cost $149.55 Unrealized +3.9%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $27 Shares 252 Est. Cost $99.49 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $27 Shares 376 Est. Cost $53.81 Unrealized +2.9%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $26 Shares 156 Est. Cost $151.80 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $26 Shares 411 Est. Cost $26.67 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $26 Shares 275 Est. Cost $109.09 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $26 Shares 40 Est. Cost $599.54 Unrealized +0.3%
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 681 Est. Cost $30.14 Unrealized +10.4%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $208.96 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $26 Shares 141 Est. Cost $301.70 Unrealized -22.1%
DOW DOW INC COM 0.0%
Value ($000) $26 Shares 466 Est. Cost $46.92 Unrealized -4.0%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $25 Shares 550 Est. Cost $45.45 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $25 Shares 302 Est. Cost $100.02 Unrealized -22.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $25 Shares 355 Est. Cost $70.42 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $25 Shares 185 Est. Cost $119.00 Unrealized 0.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $25 Shares 392 Est. Cost $56.12 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $206.36 Unrealized 0.0%
PATTERSON COS INC COM 0.0%
Value ($000) $24 Shares 824 Est. Cost $30.34 Unrealized
GINN GOLDMAN SACHS INNOVATE EQUITY ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $60.00 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $24 Shares 238 Est. Cost $105.04 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $24 Shares 361 Est. Cost $50.97 Unrealized +8.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 460 Est. Cost $43.48 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $23 Shares 1,008 Est. Cost $18.81 Unrealized +15.8%
FTS FORTIS INC COM 0.0%
Value ($000) $23 Shares 478 Est. Cost $38.22 Unrealized +0.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $23 Shares 50 Est. Cost $425.92 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $23 Shares 166 Est. Cost $136.02 Unrealized +2.4%
FCTR FIRST TRUST LUNT U.S. FACTOR ROTATION ETF 0.0%
Value ($000) $23 Shares 650 Est. Cost $33.57 Unrealized
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $23 Shares 412 Est. Cost $49.77 Unrealized +13.1%
INGR INGREDION INC COM 0.0%
Value ($000) $23 Shares 235 Est. Cost $96.21 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $23 Shares 167 Est. Cost $143.71 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $23 Shares 190 Est. Cost $121.05 Unrealized
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $22 Shares 33 Est. Cost $666.67 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $22 Shares 402 Est. Cost $48.44 Unrealized +0.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $22 Shares 98 Est. Cost $193.88 Unrealized
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.0%
Value ($000) $22 Shares 237 Est. Cost $92.83 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $22 Shares 217 Est. Cost $93.80 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $22 Shares 108 Est. Cost $197.53 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 1,763 Est. Cost $11.35 Unrealized +3.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $85.78 Unrealized +0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $21 Shares 72 Est. Cost $255.22 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $25.45 Unrealized -6.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $21 Shares 532 Est. Cost $39.47 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $21 Shares 32 Est. Cost $627.75 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $21 Shares 990 Est. Cost $20.20 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $21 Shares 608 Est. Cost $36.18 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $173.96 Unrealized -3.1%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $90.79 Unrealized -1.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 111 Est. Cost $158.00 Unrealized +3.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $20 Shares 350 Est. Cost $57.14 Unrealized
MERRIMACK PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $20 Shares 5,000 Est. Cost $4.80 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $19 Shares 308 Est. Cost $50.64 Unrealized +11.9%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $19 Shares 242 Est. Cost $78.21 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $75.12 Unrealized +9.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $33.39 Unrealized -1.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $19 Shares 80 Est. Cost $219.62 Unrealized 0.0%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 420 Est. Cost $42.86 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.33 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $61.23 Unrealized +5.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $18 Shares 138 Est. Cost $131.47 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $18 Shares 13 Est. Cost $146.12 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $18 Shares 112 Est. Cost $158.98 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 88 Est. Cost $168.45 Unrealized +3.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $18 Shares 230 Est. Cost $68.78 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $67.39 Unrealized +13.5%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $17 Shares 50 Est. Cost $284.68 Unrealized +8.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $17 Shares 181 Est. Cost $76.31 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $17 Shares 293 Est. Cost $29.30 Unrealized +11.0%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $17 Shares 1,240 Est. Cost $14.03 Unrealized -1.1%
QLTA ISHARES AAA - A RATED CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $16 Shares 100 Est. Cost $170.00 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $16 Shares 361 Est. Cost $37.80 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.50 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $16 Shares 270 Est. Cost $59.26 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $16 Shares 145 Est. Cost $110.34 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 365 Est. Cost $38.36 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 115 Est. Cost $130.43 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $120.00 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $15 Shares 961 Est. Cost $14.57 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 264 Est. Cost $60.61 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $15 Shares 725 Est. Cost $11.46 Unrealized +22.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $15 Shares 259 Est. Cost $45.12 Unrealized +10.2%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $15 Shares 722 Est. Cost $23.62 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $15 Shares 180 Est. Cost $71.14 Unrealized -1.4%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $15 Shares 85 Est. Cost $166.67 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $141.64 Unrealized -10.9%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $13 Shares 82 Est. Cost $154.59 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $13 Shares 207 Est. Cost $49.13 Unrealized -2.1%
VYX NCR CORP NEW COM 0.0%
Value ($000) $13 Shares 320 Est. Cost $26.02 Unrealized -2.5%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $13 Shares 3,325 Est. Cost $4.08 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $13 Shares 50 Est. Cost $299.07 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $13 Shares 140 Est. Cost $81.51 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $13 Shares 117 Est. Cost $89.41 Unrealized 0.0%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 90 Est. Cost $133.33 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $13 Shares 120 Est. Cost $108.33 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $12 Shares 240 Est. Cost $55.42 Unrealized -3.2%
ISHARES IBONDS 2025 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $12 Shares 472 Est. Cost $25.42 Unrealized
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 455 Est. Cost $26.37 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $12 Shares 38 Est. Cost $289.47 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $37.27 Unrealized -8.9%
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 897 Est. Cost $11.72 Unrealized -5.1%
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.33 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 462 Est. Cost $25.97 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $53.94 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $12 Shares 55 Est. Cost $200.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 449 Est. Cost $26.73 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $80.86 Unrealized -1.8%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $36.67 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $11 Shares 177 Est. Cost $56.50 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $197.64 Unrealized -3.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $11 Shares 20 Est. Cost $70.26 Unrealized +23.1%
HAS HASBRO INC COM 0.0%
Value ($000) $11 Shares 105 Est. Cost $81.04 Unrealized -0.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $149.37 Unrealized -2.5%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 405 Est. Cost $29.63 Unrealized
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $10 Shares 148 Est. Cost $67.65 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $10 Shares 30 Est. Cost $322.22 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $128.84 Unrealized +13.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $62.43 Unrealized -0.5%
JSML JANUS SMALL CAP GROWTH ALPHA ETF 0.0%
Value ($000) $10 Shares 160 Est. Cost $65.69 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $10 Shares 38 Est. Cost $202.75 Unrealized +4.8%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $125.00 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $49.62 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 81 Est. Cost $148.15 Unrealized
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $10 Shares 360 Est. Cost $30.56 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $10 Shares 100 Est. Cost $115.22 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $10 Shares 543 Est. Cost $21.59 Unrealized 0.0%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $9 Shares 285 Est. Cost $31.58 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $9 Shares 283 Est. Cost $24.81 Unrealized +0.5%
CONNS INC COM 0.0%
Value ($000) $9 Shares 393 Est. Cost $22.90 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 126 Est. Cost $71.43 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $71.69 Unrealized -1.1%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $80.36 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $8 Shares 84 Est. Cost $95.24 Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $8 Shares 341 Est. Cost $22.70 Unrealized -10.5%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $8 Shares 97 Est. Cost $82.47 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $8 Shares 53 Est. Cost $139.42 Unrealized +0.1%
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.77 Unrealized +2.6%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $8 Shares 98 Est. Cost $81.63 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $49.38 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $167.16 Unrealized +6.2%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $7 Shares 229 Est. Cost $34.27 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $7 Shares 20 Est. Cost $350.00 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $7 Shares 96 Est. Cost $55.20 Unrealized +2.6%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.75 Unrealized -6.6%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $58.41 Unrealized 0.0%
ARCB ARCBEST CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $99.54 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $7 Shares 147 Est. Cost $35.96 Unrealized +10.8%
STERICYCLE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.00 Unrealized
GSG ISHARES GSCI COMMODITY-INDEXED TRUST 0.0%
Value ($000) $6 Shares 327 Est. Cost $18.35 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $87.20 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $6 Shares 70 Est. Cost $89.86 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $100.00 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $28.57 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.31 Unrealized -5.9%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $49.62 Unrealized +6.5%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $6 Shares 128 Est. Cost $39.06 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $129.63 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $65.12 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $210.69 Unrealized +2.3%
NEM NEWMONT CORP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $49.84 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $5 Shares 130 Est. Cost $39.06 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $114.26 Unrealized -3.8%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $5 Shares 123 Est. Cost $40.65 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $5 Shares 182 Est. Cost $27.47 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 206 Est. Cost $22.75 Unrealized 0.0%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $47.47 Unrealized +2.0%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $83.95 Unrealized +7.9%
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value ($000) $5 Shares 137 Est. Cost $34.13 Unrealized 0.0%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $46.47 Unrealized 0.0%
BKE BUCKLE INC COM 0.0%
Value ($000) $5 Shares 108 Est. Cost $28.01 Unrealized 0.0%
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $34.57 Unrealized -9.6%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $40.32 Unrealized -7.4%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.97 Unrealized -24.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.87 Unrealized -1.7%
GDYN GRID DYNAMICS HLDGS INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.56 Unrealized 0.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $51.02 Unrealized
HCKT HACKETT GROUP INC COM 0.0%
Value ($000) $4 Shares 190 Est. Cost $20.96 Unrealized 0.0%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
STEM INC COM 0.0%
Value ($000) $4 Shares 199 Est. Cost $20.10 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.00 Unrealized +10.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $101.90 Unrealized +1.9%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $3 Shares 91 Est. Cost $32.97 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 190 Est. Cost $13.20 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $88.87 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
PLAB PHOTRONICS INC COM 0.0%
Value ($000) $3 Shares 175 Est. Cost $14.65 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.67 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $35.34 Unrealized -45.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $45.58 Unrealized -1.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.71 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 83 Est. Cost $36.14 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $3 Shares 415 Est. Cost $7.83 Unrealized -9.5%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $3 Shares 32 Est. Cost $78.00 Unrealized -0.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $3 Shares 30 Est. Cost $75.21 Unrealized +12.6%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 11 Est. Cost $272.73 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.18 Unrealized +17.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $327.75 Unrealized -21.5%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $85.90 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $215.28 Unrealized +2.1%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $129.19 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.11 Unrealized 0.0%
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $157.89 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $45.00 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $51.36 Unrealized -0.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $2 Shares 51 Est. Cost $28.95 Unrealized +10.4%
RUBIUS THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $12.80 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $2 Shares 340 Est. Cost $11.76 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $86.37 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $205.40 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $184.82 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $33.60 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $239.53 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.31 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.00 Unrealized +6.6%
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 32 Est. Cost $26.31 Unrealized +2.5%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.03 Unrealized +11.0%
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ACHR/WS ARCHER AVIATION INC WT EXP 091626 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NAVIOS MARITIME HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.35 Unrealized -2.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.87 Unrealized -13.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.79 Unrealized -26.4%