Symmetry Partners, LLC Diversified Active

CIK: 0001697493 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $1,845 (100.0% shares, 0.0% debt)

Holdings (527)

BNDX Vanguard Total International Bond 4.3%
Value ($000) $80 Shares 1,674,224 Est. Cost $39.50 Unrealized
VBR Vanguard Small-Cap Value 4.2%
Value ($000) $78 Shares 490,421 Est. Cost $90.04 Unrealized
MTUM iShares MSCI USA Momentum Factor 4.0%
Value ($000) $74 Shares 529,078 Est. Cost $61.15 Unrealized
VTI Vanguard Total Stock Market 3.9%
Value ($000) $72 Shares 338,249 Est. Cost $125.48 Unrealized
BND Vanguard Total Bond Market 3.7%
Value ($000) $69 Shares 984,666 Est. Cost $60.89 Unrealized
BBAG JPMORGAN BETABUILDERS US AGG 3.6%
Value ($000) $67 Shares 1,508,568 Est. Cost $49.56 Unrealized
USMV iShares MSCI USA Min Vol Factor 3.2%
Value ($000) $58 Shares 803,200 Est. Cost $60.77 Unrealized
EFV iShares MSCI EAFE Value 2.7%
Value ($000) $50 Shares 1,027,395 Est. Cost $35.39 Unrealized
VTV Vanguard Value 2.6%
Value ($000) $49 Shares 353,372 Est. Cost $93.06 Unrealized
DFUV Dimensional US Marketwide Value 2.5%
Value ($000) $47 Shares 1,374,183 Est. Cost $31.60 Unrealized
VSS Vanguard FTSE All-Wld ex-US SmCp 2.4%
Value ($000) $44 Shares 413,192 Est. Cost $76.32 Unrealized
BSV Vanguard Short-Term Bond 2.3%
Value ($000) $42 Shares 554,238 Est. Cost $71.77 Unrealized
MUB iShares National Muni Bond 2.2%
Value ($000) $40 Shares 393,032 Est. Cost $91.11 Unrealized
VEA Vanguard FTSE Developed Markets 2.1%
Value ($000) $38 Shares 868,998 Est. Cost $32.34 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL 1.9%
Value ($000) $35 Shares 368,125 Est. Cost $86.95 Unrealized
QUAL iShares MSCI USA Quality Factor 1.9%
Value ($000) $35 Shares 262,189 Est. Cost $86.88 Unrealized
VWO Vanguard FTSE Emerging Markets 1.6%
Value ($000) $30 Shares 764,171 Est. Cost $31.29 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BO 1.6%
Value ($000) $29 Shares 621,732 Est. Cost $51.31 Unrealized
AVEM AVANTIS EMERGING MARKETS EQ 1.5%
Value ($000) $28 Shares 524,228 Est. Cost $47.61 Unrealized
XLK Technology Select Sector SPDR 1.3%
Value ($000) $24 Shares 148,989 Est. Cost $0.17 Unrealized
XLC Communication Services Sel Sect SPDRETF 1.3%
Value ($000) $24 Shares 370,525 Est. Cost $0.07 Unrealized
VOE Vanguard Mid-Cap Value 1.2%
Value ($000) $23 Shares 172,053 Est. Cost $0.13 Unrealized
DFAX DIMENSIONAL WLD EX US CR EQ 2 1.2%
Value ($000) $22 Shares 968,324 Est. Cost $25.61 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $21 Shares 66,594 Est. Cost $161.66 Unrealized +100.8%
VFVA VANGUARD U.S. VALUE FACTOR 1.1%
Value ($000) $21 Shares 206,355 Est. Cost $61.82 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $20 Shares 117,865 Est. Cost $115.29 Unrealized +57.3%
DFAC Dimensional US Core Equity 2 1.0%
Value ($000) $19 Shares 717,726 Est. Cost $25.03 Unrealized
JNK SPDR Blmbg High Yield Bd 1.0%
Value ($000) $18 Shares 202,648 Est. Cost $76.76 Unrealized
VCSH Vanguard Short-Term Corporate Bond 0.9%
Value ($000) $17 Shares 220,831 Est. Cost $0.08 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $16 Shares 36,422 Est. Cost $32.00 Unrealized +39.9%
DEHP DIMENSIONAL EMERGING MARKETS 0.8%
Value ($000) $16 Shares 689,258 Est. Cost $7.07 Unrealized
EFAV iShares MSCI EAFE Min Vol Factor 0.8%
Value ($000) $16 Shares 237,850 Est. Cost $57.51 Unrealized
EEMV iShares MSCI Emerg Mkts Min Vol Fctr 0.8%
Value ($000) $15 Shares 280,163 Est. Cost $47.94 Unrealized
DFUS Dimensional US Equity 0.8%
Value ($000) $15 Shares 319,351 Est. Cost $45.19 Unrealized
AVDV AVANTIS INTL 0.7%
Value ($000) $13 Shares 225,267 Est. Cost $44.60 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $13 Shares 106,797 Est. Cost $68.17 Unrealized +48.2%
VTIP Vanguard Short-Term Infl-Prot Secs 0.7%
Value ($000) $12 Shares 260,141 Est. Cost $0.05 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY 0.6%
Value ($000) $12 Shares 214,466 Est. Cost $46.55 Unrealized
XLY Consumer Discret Sel Sect SPDR 0.6%
Value ($000) $12 Shares 73,192 Est. Cost $0.16 Unrealized
XLI Industrial Select Sector SPDR 0.6%
Value ($000) $12 Shares 115,556 Est. Cost $0.10 Unrealized
VFQY VANGUARD U.S. QUALITY FACTOR 0.6%
Value ($000) $12 Shares 102,940 Est. Cost $84.59 Unrealized
SUB iShares Short-Term National Muni Bd 0.6%
Value ($000) $11 Shares 102,973 Est. Cost $86.59 Unrealized
SHM SPDR Nuveen Blmbg ST MunBd 0.6%
Value ($000) $10 Shares 226,121 Est. Cost $29.82 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $10 Shares 34,144 Est. Cost $247.86 Unrealized +20.7%
DFAT Dimensional US Targeted Value 0.5%
Value ($000) $10 Shares 217,387 Est. Cost $41.76 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $10 Shares 67,782 Est. Cost $120.94 Unrealized +17.7%
DFIV DIMENSIONAL INTERNATIONAL VAL 0.5%
Value ($000) $9 Shares 288,244 Est. Cost $31.25 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $9 Shares 16,133 Est. Cost $216.67 Unrealized +133.9%
VNQ Vanguard Real Estate 0.4%
Value ($000) $8 Shares 106,276 Est. Cost $81.79 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $8 Shares 9,455 Est. Cost $56.71 Unrealized +48.1%
VFMO VANGUARD US MOMENTUM FACTOR 0.4%
Value ($000) $8 Shares 66,656 Est. Cost $0.11 Unrealized
EMB iShares JP Morgan USD Em Mkts Bd 0.4%
Value ($000) $7 Shares 87,649 Est. Cost $0.08 Unrealized
CVX CHEVRON CORP 0.4%
Value ($000) $7 Shares 42,097 Est. Cost $103.52 Unrealized +40.8%
MRK MERCK & CO. INC. 0.4%
Value ($000) $7 Shares 68,592 Est. Cost $79.57 Unrealized +25.5%
WMT WALMART INC 0.3%
Value ($000) $6 Shares 38,448 Est. Cost $40.61 Unrealized +27.6%
SHY iShares 1-3 Year Treasury Bond 0.3%
Value ($000) $6 Shares 72,483 Est. Cost $32.66 Unrealized
SCHC SCHWAB INTL SMALL-CAP EQUITY 0.3%
Value ($000) $5 Shares 166,785 Est. Cost $27.91 Unrealized
GOOGL ALPHABET INC-CL A 0.3%
Value ($000) $5 Shares 35,428 Est. Cost $109.86 Unrealized +16.9%
GOOG ALPHABET INC-CL C 0.2%
Value ($000) $4 Shares 33,142 Est. Cost $110.09 Unrealized +17.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $4 Shares 27,878 Est. Cost $140.75 Unrealized +8.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $4 Shares 11,825 Est. Cost $205.82 Unrealized +72.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $4 Shares 81,697 Est. Cost $52.56 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $4 Shares 31,798 Est. Cost $60.54 Unrealized +78.2%
MCK MCKESSON CORP 0.2%
Value ($000) $3 Shares 7,455 Est. Cost $267.45 Unrealized +55.8%
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $3 Shares 10,426 Est. Cost $183.59 Unrealized +65.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3 Shares 6,306 Est. Cost $363.53 Unrealized +29.3%
TSLA TESLA INC 0.2%
Value ($000) $3 Shares 12,650 Est. Cost $241.09 Unrealized +6.5%
PEP PEPSICO INC 0.2%
Value ($000) $3 Shares 18,511 Est. Cost $139.86 Unrealized +19.5%
MARATHON OIL CORP 0.2%
Value ($000) $3 Shares 114,935 Est. Cost $14.01 Unrealized
V VISA INC-CLASS A SHARES 0.2%
Value ($000) $3 Shares 13,184 Est. Cost $193.16 Unrealized +22.3%
URI UNITED RENTALS INC 0.2%
Value ($000) $3 Shares 6,540 Est. Cost $146.26 Unrealized +206.0%
ABBV ABBVIE INC 0.1%
Value ($000) $3 Shares 17,931 Est. Cost $95.79 Unrealized +41.3%
CMCSA COMCAST CORP-CLASS A 0.1%
Value ($000) $3 Shares 59,178 Est. Cost $34.79 Unrealized +19.3%
MA MASTERCARD INC - A 0.1%
Value ($000) $3 Shares 6,595 Est. Cost $315.67 Unrealized +25.5%
KO COCA-COLA 0.1%
Value ($000) $3 Shares 45,914 Est. Cost $50.88 Unrealized +9.5%
DFAS DIMENSIONAL US SMALL CAP ETF 0.1%
Value ($000) $2 Shares 47,433 Est. Cost $52.66 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2 Shares 8,103 Est. Cost $214.84 Unrealized +41.0%
ETN EATON CORP PLC 0.1%
Value ($000) $2 Shares 11,250 Est. Cost $77.84 Unrealized +169.4%
MS MORGAN STANLEY 0.1%
Value ($000) $2 Shares 29,265 Est. Cost $41.91 Unrealized +91.6%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $2 Shares 16,171 Est. Cost $120.11 Unrealized +20.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $2 Shares 18,807 Est. Cost $58.03 Unrealized +137.7%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $2 Shares 26,410 Est. Cost $17.32 Unrealized
ON ON SEMICONDUCTOR 0.1%
Value ($000) $2 Shares 24,515 Est. Cost $66.92 Unrealized +45.2%
LAM RESEARCH CORP 0.1%
Value ($000) $2 Shares 3,627 Est. Cost $259.51 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $2 Shares 4,926 Est. Cost $161.38 Unrealized +190.9%
AMZN AMAZON 0.1%
Value ($000) $2 Shares 17,555 Est. Cost $125.42 Unrealized +6.8%
ODFL OLD DOMINION FREIGHT LINE 0.1%
Value ($000) $2 Shares 5,221 Est. Cost $73.29 Unrealized +172.2%
DHR DANAHER CORP 0.1%
Value ($000) $2 Shares 8,448 Est. Cost $129.90 Unrealized +69.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $2 Shares 10,323 Est. Cost $100.83 Unrealized +94.1%
EOG EOG RESOURCES INC 0.1%
Value ($000) $2 Shares 16,525 Est. Cost $63.11 Unrealized +85.7%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $2 Shares 43,494 Est. Cost $27.00 Unrealized +70.9%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $2 Shares 6,162 Est. Cost $134.31 Unrealized +146.1%
PFE PFIZER INC 0.1%
Value ($000) $2 Shares 60,708 Est. Cost $37.40 Unrealized -18.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $2 Shares 14,123 Est. Cost $83.27 Unrealized +46.7%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $2 Shares 12,977 Est. Cost $80.82 Unrealized +64.1%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2 Shares 7,852 Est. Cost $126.41 Unrealized +112.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $2 Shares 6,998 Est. Cost $213.08 Unrealized +22.7%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $2 Shares 35,483 Est. Cost $38.44 Unrealized +30.9%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $2 Shares 9,941 Est. Cost $52.22 Unrealized +282.8%
NUE NUCOR CORP 0.1%
Value ($000) $2 Shares 11,869 Est. Cost $69.67 Unrealized +128.9%
AN AUTONATION INC 0.1%
Value ($000) $2 Shares 12,213 Est. Cost $47.73 Unrealized +234.2%
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $2 Shares 12,931 Est. Cost $102.84 Unrealized +28.1%
PHM PULTEGROUP INC 0.1%
Value ($000) $2 Shares 24,116 Est. Cost $49.52 Unrealized +58.0%
UAL UNITED AIRLINES HOLDINGS INC 0.1%
Value ($000) $2 Shares 41,688 Est. Cost $47.39 Unrealized +6.7%
PAG PENSKE AUTOMOTIVE GROUP INC 0.1%
Value ($000) $2 Shares 10,444 Est. Cost $63.84 Unrealized +162.0%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $2 Shares 4,461 Est. Cost $188.25 Unrealized +107.9%
NFLX NETFLIX INC 0.1%
Value ($000) $2 Shares 4,599 Est. Cost $34.84 Unrealized +21.7%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $2 Shares 2,871 Est. Cost $275.98 Unrealized +92.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2 Shares 21,628 Est. Cost $63.00 Unrealized +12.2%
CANADIAN NATURAL RESOURCES 0.1%
Value ($000) $2 Shares 24,793 Est. Cost $33.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2 Shares 3,152 Est. Cost $385.20 Unrealized +37.3%
CMI CUMMINS INC 0.1%
Value ($000) $2 Shares 6,957 Est. Cost $160.09 Unrealized +42.8%
LOW LOWE'S COS INC 0.1%
Value ($000) $2 Shares 7,635 Est. Cost $128.06 Unrealized +67.8%
ADBE ADOBE INC 0.1%
Value ($000) $2 Shares 3,106 Est. Cost $390.47 Unrealized +34.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $2 Shares 14,112 Est. Cost $93.10 Unrealized +18.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $2 Shares 3,407 Est. Cost $158.77 Unrealized +181.9%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $2 Shares 7,635 Est. Cost $163.60 Unrealized +26.0%
ELV Elevance Health Inc 0.1%
Value ($000) $2 Shares 3,543 Est. Cost $300.81 Unrealized +45.2%
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $2 Shares 19,138 Est. Cost $51.23 Unrealized +44.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $2 Shares 9,819 Est. Cost $78.56 Unrealized +70.8%
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $2 Shares 9,753 Est. Cost $132.65 Unrealized +14.3%
ORCL ORACLE CORP 0.1%
Value ($000) $2 Shares 14,294 Est. Cost $66.12 Unrealized +70.6%
GWW WW GRAINGER INC 0.1%
Value ($000) $2 Shares 2,186 Est. Cost $299.16 Unrealized +136.8%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $2 Shares 5,519 Est. Cost $189.38 Unrealized +46.5%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $1 Shares 23,100 Est. Cost $20.46 Unrealized +194.5%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $1 Shares 86,586 Est. Cost $9.70 Unrealized +74.8%
COR CENCORA INC 0.1%
Value ($000) $1 Shares 8,145 Est. Cost $116.84 Unrealized +54.9%
MCD MCDONALD'S CORP 0.1%
Value ($000) $1 Shares 5,506 Est. Cost $198.27 Unrealized +35.9%
RS RELIANCE STEEL & ALUMINUM 0.1%
Value ($000) $1 Shares 5,511 Est. Cost $113.78 Unrealized +143.6%
DE DEERE & CO 0.1%
Value ($000) $1 Shares 3,817 Est. Cost $232.48 Unrealized +71.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1 Shares 12,933 Est. Cost $70.58 Unrealized +25.6%
TGT TARGET CORP 0.1%
Value ($000) $1 Shares 12,874 Est. Cost $92.24 Unrealized +26.2%
JBL JABIL INC 0.1%
Value ($000) $1 Shares 11,159 Est. Cost $85.92 Unrealized +26.6%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $1 Shares 45,998 Est. Cost $29.29 Unrealized +8.0%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 552 Est. Cost $1358.80 Unrealized +84.7%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $1 Shares 4,229 Est. Cost $179.45 Unrealized +75.4%
PCAR PACCAR INC 0.1%
Value ($000) $1 Shares 16,215 Est. Cost $57.49 Unrealized +33.4%
DHI DR HORTON INC 0.1%
Value ($000) $1 Shares 12,765 Est. Cost $49.20 Unrealized +137.8%
CDW CDW CORP 0.1%
Value ($000) $1 Shares 6,794 Est. Cost $94.49 Unrealized +104.6%
TJX TJX COMPANIES INC 0.1%
Value ($000) $1 Shares 15,086 Est. Cost $56.85 Unrealized +50.1%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $1 Shares 25,064 Est. Cost $33.38 Unrealized +57.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $1 Shares 12,089 Est. Cost $92.71 Unrealized +8.3%
HUBB HUBBELL INC 0.1%
Value ($000) $1 Shares 4,106 Est. Cost $122.03 Unrealized +152.7%
CTAS CINTAS CORP 0.1%
Value ($000) $1 Shares 2,666 Est. Cost $59.92 Unrealized +103.7%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1 Shares 8,046 Est. Cost $115.22 Unrealized +37.9%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1 Shares 46,373 Est. Cost $29.55 Unrealized -5.9%
KR KROGER CO 0.1%
Value ($000) $1 Shares 28,125 Est. Cost $34.46 Unrealized +29.5%
DOV DOVER CORP 0.1%
Value ($000) $1 Shares 8,899 Est. Cost $86.30 Unrealized +62.6%
CDNS CADENCE DESIGN SYS INC 0.1%
Value ($000) $1 Shares 5,248 Est. Cost $79.10 Unrealized +195.9%
HUM HUMANA INC 0.1%
Value ($000) $1 Shares 2,524 Est. Cost $430.61 Unrealized +6.0%
IR INGERSOLL-RAND INC 0.1%
Value ($000) $1 Shares 18,996 Est. Cost $37.71 Unrealized +76.0%
CENOVUS ENERGY INC 0.1%
Value ($000) $1 Shares 58,065 Est. Cost $9.91 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 6,779 Est. Cost $120.86 Unrealized +46.4%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1 Shares 28,548 Est. Cost $35.92 Unrealized +13.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1 Shares 8,301 Est. Cost $126.21 Unrealized +6.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1 Shares 8,336 Est. Cost $68.07 Unrealized +76.8%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $1 Shares 15,627 Est. Cost $67.10 Unrealized +17.7%
AON AON PLC-CLASS A 0.1%
Value ($000) $1 Shares 3,534 Est. Cost $187.45 Unrealized +73.5%
OC OWENS CORNING 0.1%
Value ($000) $1 Shares 8,343 Est. Cost $83.36 Unrealized +64.8%
CI THE CIGNA GROUP 0.1%
Value ($000) $1 Shares 3,973 Est. Cost $209.36 Unrealized +30.3%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $1 Shares 10,347 Est. Cost $58.77 Unrealized +86.4%
FAST FASTENAL CO 0.1%
Value ($000) $1 Shares 20,590 Est. Cost $16.64 Unrealized +61.2%
LIN LINDE PLC 0.1%
Value ($000) $1 Shares 2,986 Est. Cost $322.30 Unrealized +14.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1 Shares 3,422 Est. Cost $285.23 Unrealized +10.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 19,028 Est. Cost $59.75 Unrealized -9.0%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 1,212 Est. Cost $30.39 Unrealized +106.4%
AMGN AMGEN INC 0.1%
Value ($000) $1 Shares 3,985 Est. Cost $226.43 Unrealized +2.4%
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $1 Shares 8,076 Est. Cost $82.21 Unrealized +80.2%
WSM WILLIAMS-SONOMA INC 0.1%
Value ($000) $1 Shares 6,837 Est. Cost $32.95 Unrealized +101.2%
AMD ADVANCED MICRO DEVICES 0.1%
Value ($000) $1 Shares 10,141 Est. Cost $101.71 Unrealized +6.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,537 Est. Cost $407.73 Unrealized +1.8%
DKS DICK'S SPORTING GOODS INC 0.1%
Value ($000) $1 Shares 9,528 Est. Cost $58.13 Unrealized +105.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1 Shares 27,589 Est. Cost $24.80 Unrealized +57.3%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $1 Shares 5,039 Est. Cost $24.12 Unrealized +72.3%
KVUE KENVUE INC 0.1%
Value ($000) $1 Shares 50,627 Est. Cost $21.04 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $1 Shares 23,555 Est. Cost $33.71 Unrealized +31.9%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1 Shares 7,311 Est. Cost $61.23 Unrealized +129.3%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.1%
Value ($000) $1 Shares 14,524 Est. Cost $52.13 Unrealized +28.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 14,418 Est. Cost $67.53 Unrealized -4.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 2,873 Est. Cost $279.87 Unrealized +25.0%
IMPERIAL OIL LTD 0.1%
Value ($000) $1 Shares 15,987 Est. Cost $32.13 Unrealized
ROYAL BANK OF CANADA 0.1%
Value ($000) $1 Shares 11,275 Est. Cost $93.79 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $1 Shares 5,771 Est. Cost $96.71 Unrealized +97.8%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $1 Shares 1,901 Est. Cost $86.11 Unrealized +4.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 1,183 Est. Cost $621.47 Unrealized +25.8%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 2,327 Est. Cost $260.84 Unrealized +55.6%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $1 Shares 3,947 Est. Cost $148.63 Unrealized +55.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $1 Shares 8,514 Est. Cost $93.31 Unrealized +11.0%
TRGP TARGA RESOURCES CORP 0.1%
Value ($000) $1 Shares 10,812 Est. Cost $43.49 Unrealized +80.9%
CSX CSX CORP 0.0%
Value ($000) $1 Shares 29,885 Est. Cost $28.18 Unrealized +8.5%
LKQ LKQ CORP 0.0%
Value ($000) $1 Shares 18,536 Est. Cost $30.76 Unrealized +62.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $1 Shares 1,044 Est. Cost $295.40 Unrealized +190.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 6,512 Est. Cost $100.68 Unrealized +4.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $1 Shares 9,588 Est. Cost $72.73 Unrealized +18.5%
LYB LYONDELLBASELL INDU-CL A 0.0%
Value ($000) $1 Shares 9,323 Est. Cost $49.36 Unrealized +64.2%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $1 Shares 9,067 Est. Cost $100.45 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $1 Shares 4,599 Est. Cost $110.86 Unrealized +66.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 2,262 Est. Cost $222.41 Unrealized +71.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1 Shares 5,831 Est. Cost $101.10 Unrealized +57.2%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 2,300 Est. Cost $275.21 Unrealized +28.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $1 Shares 8,820 Est. Cost $59.06 Unrealized +54.4%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 14,086 Est. Cost $54.03 Unrealized +22.5%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $1 Shares 7,787 Est. Cost $130.34 Unrealized +8.7%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $1 Shares 3,622 Est. Cost $139.10 Unrealized +65.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $1 Shares 5,353 Est. Cost $109.33 Unrealized +42.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1 Shares 262 Est. Cost $1794.03 Unrealized +66.1%
CBRE CBRE GROUP INC - A 0.0%
Value ($000) $1 Shares 10,816 Est. Cost $43.97 Unrealized +88.6%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 6,565 Est. Cost $52.29 Unrealized +97.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 3,326 Est. Cost $147.25 Unrealized +57.6%
RRX REGAL REXNORD CORP 0.0%
Value ($000) $1 Shares 5,469 Est. Cost $85.79 Unrealized +79.4%
TRV TRAVELERS COS INC 0.0%
Value ($000) $1 Shares 4,761 Est. Cost $144.91 Unrealized +10.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 11,414 Est. Cost $47.95 Unrealized +38.2%
SNA SNAP-ON INC 0.0%
Value ($000) $1 Shares 3,006 Est. Cost $134.72 Unrealized +88.3%
LEN LENNAR CORP-A 0.0%
Value ($000) $1 Shares 6,822 Est. Cost $70.22 Unrealized +61.6%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 4,139 Est. Cost $137.52 Unrealized +26.4%
POOL POOL CORP 0.0%
Value ($000) $1 Shares 2,133 Est. Cost $195.04 Unrealized +80.4%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 7,559 Est. Cost $56.87 Unrealized +83.5%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 2,204 Est. Cost $146.40 Unrealized +138.3%
HESS CORP 0.0%
Value ($000) $1 Shares 4,934 Est. Cost $40.93 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $1 Shares 3,277 Est. Cost $127.18 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 9,750 Est. Cost $70.52 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 10,037 Est. Cost $48.04 Unrealized +18.5%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $1 Shares 3,221 Est. Cost $157.79 Unrealized +45.8%
BA BOEING CO 0.0%
Value ($000) $1 Shares 3,850 Est. Cost $174.47 Unrealized +25.4%
DOW DOW INC 0.0%
Value ($000) $1 Shares 14,238 Est. Cost $35.00 Unrealized +32.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 12,785 Est. Cost $62.84 Unrealized +2.5%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 2,758 Est. Cost $211.28 Unrealized +16.8%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $1 Shares 8,657 Est. Cost $28.54 Unrealized +47.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 7,847 Est. Cost $77.99 Unrealized +18.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1 Shares 3,631 Est. Cost $179.92 Unrealized +13.9%
HIG HARTFORD FINANCIAL SVCS GRP 0.0%
Value ($000) $1 Shares 10,004 Est. Cost $54.15 Unrealized +28.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 12,151 Est. Cost $16.53 Unrealized +229.2%
RTX RTX CORPORATION 0.0%
Value ($000) $1 Shares 9,809 Est. Cost $53.70 Unrealized +51.3%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1 Shares 9,322 Est. Cost $36.47 Unrealized +91.6%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $1 Shares 11,580 Est. Cost $46.53 Unrealized +21.8%
NATIONAL BANK OF CANADA 0.0%
Value ($000) $1 Shares 10,474 Est. Cost $67.98 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $1 Shares 1,869 Est. Cost $283.57 Unrealized +23.0%
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $1 Shares 3,864 Est. Cost $112.18 Unrealized +51.8%
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 3,397 Est. Cost $200.26 Unrealized +6.6%
ESGU iShares ESG Aware MSCI USA 0.0%
Value ($000) $1 Shares 7,309 Est. Cost $95.84 Unrealized
CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1 Shares 9,060 Est. Cost $0.08 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 5,871 Est. Cost $74.36 Unrealized +55.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 8,585 Est. Cost $62.18 Unrealized +26.6%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $1 Shares 8,998 Est. Cost $62.69 Unrealized +14.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 16,367 Est. Cost $21.10 Unrealized +75.3%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $1 Shares 1,513 Est. Cost $339.27 Unrealized +47.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 1,803 Est. Cost $359.61 Unrealized +7.3%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $1 Shares 3,483 Est. Cost $111.92 Unrealized +67.5%
ASR GRUPO AEROPORTUARIO SUR-ADR 0.0%
Value ($000) $1 Shares 2,658 Est. Cost $77.27 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $1 Shares 37,198 Est. Cost $10.18 Unrealized +58.0%
ITT ITT INC 0.0%
Value ($000) $1 Shares 6,584 Est. Cost $64.75 Unrealized +51.6%
F FORD MOTOR CO 0.0%
Value ($000) $1 Shares 51,732 Est. Cost $7.92 Unrealized +40.0%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $1 Shares 4,183 Est. Cost $82.35 Unrealized +66.1%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $1 Shares 10,411 Est. Cost $44.95 Unrealized +28.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 5,172 Est. Cost $100.08 Unrealized +27.1%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 13,597 Est. Cost $24.95 Unrealized +93.9%
NDAQ NASDAQ INC 0.0%
Value ($000) $1 Shares 12,882 Est. Cost $49.82 Unrealized -1.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 19,291 Est. Cost $40.55 Unrealized -28.5%
OKE ONEOK INC 0.0%
Value ($000) $1 Shares 9,812 Est. Cost $24.58 Unrealized +135.8%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 6,477 Est. Cost $78.23 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $1 Shares 2,895 Est. Cost $172.24 Unrealized +14.3%
NVR NVR INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $3953.22 Unrealized +57.1%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 4,068 Est. Cost $86.56 Unrealized +77.6%
LSTR LANDSTAR SYSTEM INC 0.0%
Value ($000) $1 Shares 3,347 Est. Cost $112.27 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $1 Shares 3,007 Est. Cost $90.98 Unrealized +113.3%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 9,074 Est. Cost $56.66 Unrealized +15.8%
AGCO AGCO CORP 0.0%
Value ($000) $1 Shares 4,967 Est. Cost $120.71 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 16,403 Est. Cost $37.43 Unrealized -8.6%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $1 Shares 2,914 Est. Cost $171.89 Unrealized +15.2%
FCNCA FIRST CITIZENS BCSHS -CL A 0.0%
Value ($000) $1 Shares 420 Est. Cost $677.08 Unrealized +101.1%
TTD TRADE DESK INC -CLASS A 0.0%
Value ($000) $1 Shares 7,403 Est. Cost $80.85 Unrealized 0.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $1 Shares 2,211 Est. Cost $128.81 Unrealized +102.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 7,263 Est. Cost $82.96 Unrealized -6.2%
WAB WABTEC CORP 0.0%
Value ($000) $1 Shares 5,297 Est. Cost $73.31 Unrealized +50.1%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 1,488 Est. Cost $241.72 Unrealized +49.6%
APA APA CORP 0.0%
Value ($000) $1 Shares 13,652 Est. Cost $27.52 Unrealized +36.4%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $1 Shares 2,187 Est. Cost $221.43 Unrealized +18.4%
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 11,318 Est. Cost $44.00 Unrealized +11.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 2,511 Est. Cost $169.58 Unrealized +24.5%
SNX TD SYNNEX CORP 0.0%
Value ($000) $1 Shares 5,549 Est. Cost $71.29 Unrealized +34.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 3,163 Est. Cost $140.98 Unrealized +25.5%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 5,824 Est. Cost $75.49 Unrealized +29.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 13,108 Est. Cost $33.90 Unrealized +7.4%
MCO MOODY'S CORP 0.0%
Value ($000) $1 Shares 1,743 Est. Cost $272.91 Unrealized +22.3%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $1 Shares 9,966 Est. Cost $38.76 Unrealized +50.9%
EAGG iShares ESG U.S. Aggregate Bond 0.0%
Value ($000) $1 Shares 12,054 Est. Cost $48.35 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 13,184 Est. Cost $25.42 Unrealized +39.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 2,952 Est. Cost $157.93 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 633 Est. Cost $390.77 Unrealized +91.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $1 Shares 16,110 Est. Cost $41.34 Unrealized -16.2%
INTU INTUIT INC 0.0%
Value ($000) $1 Shares 1,039 Est. Cost $291.37 Unrealized +71.2%
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 10,630 Est. Cost $38.36 Unrealized +32.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $1 Shares 5,578 Est. Cost $75.13 Unrealized +12.2%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 814 Est. Cost $523.63 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $1 Shares 9,881 Est. Cost $38.69 Unrealized +53.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 287 Est. Cost $24.10 Unrealized +61.8%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $1 Shares 7,738 Est. Cost $61.70 Unrealized +7.6%
MTD METTLER-TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 472 Est. Cost $927.87 Unrealized +32.1%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 2,501 Est. Cost $153.67 Unrealized +36.8%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $1 Shares 2,267 Est. Cost $97.68 Unrealized +124.3%
INTACT FINANCIAL CORP 0.0%
Value ($000) $1 Shares 3,495 Est. Cost $102.88 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 5,873 Est. Cost $77.77 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 1,146 Est. Cost $329.88 Unrealized +27.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 2,961 Est. Cost $53.63 Unrealized +200.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $0 Shares 5,054 Est. Cost $115.16 Unrealized -10.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 4,452 Est. Cost $97.19 Unrealized +14.4%
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $0 Shares 3,237 Est. Cost $82.53 Unrealized +81.8%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 30,005 Est. Cost $11.41 Unrealized +48.9%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 11,740 Est. Cost $41.83 Unrealized -3.3%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 3,359 Est. Cost $75.93 Unrealized +90.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 4,512 Est. Cost $90.74 Unrealized +21.2%
BKR BAKER HUGHES CO 0.0%
Value ($000) $0 Shares 13,502 Est. Cost $15.85 Unrealized +111.5%
SYK STRYKER CORP 0.0%
Value ($000) $0 Shares 1,740 Est. Cost $184.34 Unrealized +51.9%
WRB WR BERKLEY CORP 0.0%
Value ($000) $0 Shares 7,455 Est. Cost $34.49 Unrealized +12.2%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 12,452 Est. Cost $30.34 Unrealized +22.7%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 2,354 Est. Cost $134.07 Unrealized +55.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $0 Shares 7,545 Est. Cost $60.80 Unrealized +8.4%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4,142 Est. Cost $88.10 Unrealized +26.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 5,390 Est. Cost $51.84 Unrealized +67.2%
AU ANGLOGOLD ASHANTI-SPON ADR 0.0%
Value ($000) $0 Shares 29,561 Est. Cost $17.52 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB-SP ADR 0.0%
Value ($000) $0 Shares 5,909 Est. Cost $45.75 Unrealized
TECK RESOURCES LTD-CLS B 0.0%
Value ($000) $0 Shares 10,751 Est. Cost $23.57 Unrealized
WSP GLOBAL INC 0.0%
Value ($000) $0 Shares 3,257 Est. Cost $95.18 Unrealized
SRE SEMPRA 0.0%
Value ($000) $0 Shares 6,754 Est. Cost $59.12 Unrealized +12.7%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 3,526 Est. Cost $106.63 Unrealized +24.8%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $0 Shares 1,687 Est. Cost $223.41 Unrealized +11.9%
LABORATORY CRP OF AMER HLDGS 0.0%
Value ($000) $0 Shares 2,275 Est. Cost $198.70 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 30,328 Est. Cost $15.99 Unrealized -19.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 1,590 Est. Cost $188.83 Unrealized +57.1%
OMC OMNICOM GROUP 0.0%
Value ($000) $0 Shares 6,088 Est. Cost $47.92 Unrealized +58.3%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 2,248 Est. Cost $138.85 Unrealized +29.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 8,129 Est. Cost $30.01 Unrealized +78.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 8,264 Est. Cost $47.96 Unrealized +22.0%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,747 Est. Cost $237.93 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 6,856 Est. Cost $53.11 Unrealized +20.1%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,244 Est. Cost $167.73 Unrealized +29.5%
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 1,981 Est. Cost $181.52 Unrealized +27.9%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 6,355 Est. Cost $64.33 Unrealized +17.5%
BRO BROWN & BROWN INC 0.0%
Value ($000) $0 Shares 6,315 Est. Cost $44.77 Unrealized +56.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4,128 Est. Cost $97.63 Unrealized +2.0%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value ($000) $0 Shares 5,822 Est. Cost $53.36 Unrealized +39.8%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 848 Est. Cost $355.70 Unrealized +43.6%
MOS MOSAIC CO 0.0%
Value ($000) $0 Shares 12,194 Est. Cost $32.48 Unrealized +10.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 4,043 Est. Cost $94.09 Unrealized +42.4%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 4,011 Est. Cost $44.51 Unrealized +118.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 8,143 Est. Cost $38.53 Unrealized +36.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $0 Shares 11,606 Est. Cost $31.46 Unrealized +34.5%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $0 Shares 1,040 Est. Cost $249.49 Unrealized +74.8%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 4,111 Est. Cost $156.99 Unrealized -28.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 878 Est. Cost $402.72 Unrealized +19.9%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $0 Shares 5,962 Est. Cost $67.34 Unrealized +5.2%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 8,248 Est. Cost $40.69 Unrealized +26.6%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $0 Shares 4,781 Est. Cost $66.72 Unrealized +25.2%
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $0 Shares 78,077 Est. Cost $0.00 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $0 Shares 6,075 Est. Cost $63.06 Unrealized +5.5%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $0 Shares 3,340 Est. Cost $76.23 Unrealized +74.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 9,781 Est. Cost $32.34 Unrealized +29.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3,614 Est. Cost $64.54 Unrealized +73.8%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $0 Shares 3,789 Est. Cost $56.89 Unrealized +78.3%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 3,645 Est. Cost $102.47 Unrealized +20.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 12,200 Est. Cost $15.50 Unrealized +99.1%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 1,026 Est. Cost $260.07 Unrealized +68.1%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 2,763 Est. Cost $150.29 Unrealized +17.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 14,935 Est. Cost $24.72 Unrealized +2.0%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $225.20 Unrealized +14.7%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 920 Est. Cost $325.56 Unrealized +27.7%
NEW YORK COMMUNITY BANCORP 0.0%
Value ($000) $0 Shares 35,165 Est. Cost $0.01 Unrealized
KELLOGG CO 0.0%
Value ($000) $0 Shares 6,704 Est. Cost $58.30 Unrealized -5.8%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 14,040 Est. Cost $18.04 Unrealized +73.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 4,892 Est. Cost $56.47 Unrealized +45.6%
ESGV Vanguard ESG US Stock 0.0%
Value ($000) $0 Shares 5,159 Est. Cost $78.56 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 5,185 Est. Cost $22.25 Unrealized +34.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 4,473 Est. Cost $0.09 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $0 Shares 1,894 Est. Cost $127.14 Unrealized +68.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 3,055 Est. Cost $83.37 Unrealized +50.6%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $0 Shares 4,308 Est. Cost $64.50 Unrealized +35.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 3,069 Est. Cost $97.78 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $109.87 Unrealized +4.7%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 5,990 Est. Cost $39.10 Unrealized +48.4%
GIS GENERAL MILLS INC 0.0%
Value ($000) $0 Shares 5,836 Est. Cost $63.92 Unrealized +1.0%
VST Vistra Corp. 0.0%
Value ($000) $0 Shares 11,242 Est. Cost $23.34 Unrealized +25.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 2,598 Est. Cost $74.40 Unrealized +97.8%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $0 Shares 4,277 Est. Cost $80.33 Unrealized -1.5%
ACM AECOM 0.0%
Value ($000) $0 Shares 4,434 Est. Cost $71.41 Unrealized +17.8%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 5,552 Est. Cost $50.42 Unrealized +33.0%
EXP EAGLE MATERIALS INC 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $157.31 Unrealized +14.2%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 5,082 Est. Cost $42.00 Unrealized +69.3%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $0 Shares 3,604 Est. Cost $77.41 Unrealized +31.9%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 1,977 Est. Cost $119.54 Unrealized +44.9%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,950 Est. Cost $87.94 Unrealized +14.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3,150 Est. Cost $98.18 Unrealized +20.0%
BWA BORGWARNER INC 0.0%
Value ($000) $0 Shares 8,703 Est. Cost $39.73 Unrealized +3.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 21,180 Est. Cost $10.12 Unrealized +50.7%
FERG1GBX FERGUSON PLC 0.0%
Value ($000) $0 Shares 2,132 Est. Cost $0.16 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $0 Shares 5,224 Est. Cost $57.88 Unrealized +12.1%
ESGD iShares ESG Aware MSCI EAFE 0.0%
Value ($000) $0 Shares 5,056 Est. Cost $70.17 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $0 Shares 2,431 Est. Cost $103.73 Unrealized +27.1%
HPQ HP INC 0.0%
Value ($000) $0 Shares 13,455 Est. Cost $17.54 Unrealized +59.4%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1,666 Est. Cost $239.84 Unrealized -12.4%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $0 Shares 1,370 Est. Cost $188.12 Unrealized +32.5%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,345 Est. Cost $203.79 Unrealized +21.2%
FIRST QUANTUM MINERALS LTD 0.0%
Value ($000) $0 Shares 14,509 Est. Cost $22.85 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $0 Shares 4,564 Est. Cost $74.82 Unrealized -0.6%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $234.18 Unrealized +17.4%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $0 Shares 1,634 Est. Cost $192.22 Unrealized +7.6%
ALSN ALLISON TRANSMISSION HOLDING 0.0%
Value ($000) $0 Shares 5,744 Est. Cost $47.57 Unrealized +20.2%
STX SEAGATE TECHNOLOGY HOLDINGS 0.0%
Value ($000) $0 Shares 5,141 Est. Cost $77.58 Unrealized -22.3%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $0 Shares 5,904 Est. Cost $44.10 Unrealized +28.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 3,905 Est. Cost $81.27 Unrealized +3.2%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,293 Est. Cost $206.78 Unrealized +29.3%
USB US BANCORP 0.0%
Value ($000) $0 Shares 9,975 Est. Cost $31.28 Unrealized +3.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 1,123 Est. Cost $298.72 Unrealized +4.5%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 10,771 Est. Cost $26.66 Unrealized +15.2%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 3,873 Est. Cost $57.11 Unrealized +49.4%
HORIZON THERAPEUTICS PLC 0.0%
Value ($000) $0 Shares 2,791 Est. Cost $38.44 Unrealized
VMWARE INC-CLASS A 0.0%
Value ($000) $0 Shares 1,929 Est. Cost $115.84 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 3,049 Est. Cost $70.15 Unrealized +43.3%
DIS WALT DISNEY CO 0.0%
Value ($000) $0 Shares 3,911 Est. Cost $121.76 Unrealized -31.5%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $0 Shares 835 Est. Cost $360.55 Unrealized +3.1%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $143.63 Unrealized +61.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $1015.77 Unrealized +44.1%
MTB M & T BANK CORP 0.0%
Value ($000) $0 Shares 2,477 Est. Cost $101.56 Unrealized +18.6%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 3,378 Est. Cost $82.92 Unrealized +10.4%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 8,371 Est. Cost $42.72 Unrealized +3.5%
CE CELANESE CORP 0.0%
Value ($000) $0 Shares 2,450 Est. Cost $100.60 Unrealized +18.6%
VALE VALE SA-SP ADR 0.0%
Value ($000) $0 Shares 22,906 Est. Cost $13.91 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 2,128 Est. Cost $108.80 Unrealized +32.8%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 4,908 Est. Cost $42.88 Unrealized +39.4%
CX CEMEX SAB-SPONS ADR PART CER 0.0%
Value ($000) $0 Shares 46,189 Est. Cost $0.01 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 16,954 Est. Cost $17.01 Unrealized +9.5%
NKE NIKE INC -CL B 0.0%
Value ($000) $0 Shares 3,104 Est. Cost $96.90 Unrealized +1.4%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 6,495 Est. Cost $29.61 Unrealized +6.1%
PVH PVH CORP 0.0%
Value ($000) $0 Shares 3,823 Est. Cost $83.99 Unrealized -1.9%
EQT EQT CORP 0.0%
Value ($000) $0 Shares 7,137 Est. Cost $39.82 Unrealized +0.4%
GNTX GENTEX CORP 0.0%
Value ($000) $0 Shares 8,840 Est. Cost $22.30 Unrealized +43.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,565 Est. Cost $124.98 Unrealized -0.7%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $0 Shares 2,795 Est. Cost $75.17 Unrealized +30.8%
FND FLOOR & DECOR HOLDINGS INC-A 0.0%
Value ($000) $0 Shares 3,136 Est. Cost $95.63 Unrealized +6.5%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 4,853 Est. Cost $66.94 Unrealized -3.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 3,077 Est. Cost $73.94 Unrealized +25.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 8,187 Est. Cost $25.02 Unrealized +34.7%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $0 Shares 3,117 Est. Cost $64.08 Unrealized +26.5%
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 3,023 Est. Cost $40.64 Unrealized +10.3%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1,014 Est. Cost $207.83 Unrealized +33.0%
BUNGE LTD 0.0%
Value ($000) $0 Shares 2,572 Est. Cost $78.53 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 3,555 Est. Cost $67.35 Unrealized +10.4%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value ($000) $0 Shares 627 Est. Cost $367.61 Unrealized +13.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 8,102 Est. Cost $29.94 Unrealized +1.9%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 1,340 Est. Cost $205.20 Unrealized +0.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 1,652 Est. Cost $155.50 Unrealized +20.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,526 Est. Cost $157.20 Unrealized +11.3%
ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $218.18 Unrealized +24.4%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,864 Est. Cost $84.10 Unrealized +14.9%
PTC PTC INC 0.0%
Value ($000) $0 Shares 1,842 Est. Cost $136.11 Unrealized +5.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 6,885 Est. Cost $40.77 Unrealized -1.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 1,086 Est. Cost $84.74 Unrealized +39.6%
XPO XPO INC 0.0%
Value ($000) $0 Shares 3,402 Est. Cost $45.28 Unrealized +52.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 23,377 Est. Cost $18.55 Unrealized -32.7%
COOPER COS INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $337.50 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $0 Shares 7,127 Est. Cost $27.96 Unrealized +9.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 6,143 Est. Cost $43.95 Unrealized -8.7%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 9,807 Est. Cost $23.33 Unrealized +5.0%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $0 Shares 1,573 Est. Cost $121.75 Unrealized +18.1%
SBS CIA SANEAMENTO BASICO DE-ADR 0.0%
Value ($000) $0 Shares 20,217 Est. Cost $7.47 Unrealized
FWONK LIBERTY MEDIA CORP-LIB-NEW-C 0.0%
Value ($000) $0 Shares 3,936 Est. Cost $0.06 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1,336 Est. Cost $157.47 Unrealized +27.5%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 1,240 Est. Cost $175.51 Unrealized +11.2%
SEAGEN INC 0.0%
Value ($000) $0 Shares 1,151 Est. Cost $0.20 Unrealized
AMCOR PLC 0.0%
Value ($000) $0 Shares 26,652 Est. Cost $8.91 Unrealized -2.1%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 2,748 Est. Cost $101.18 Unrealized -12.1%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 1,102 Est. Cost $170.93 Unrealized +29.6%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $0 Shares 4,570 Est. Cost $45.81 Unrealized +24.0%
APTIV PLC 0.0%
Value ($000) $0 Shares 2,438 Est. Cost $0.09 Unrealized
EQH EQUITABLE HOLDINGS INC 0.0%
Value ($000) $0 Shares 8,419 Est. Cost $25.86 Unrealized +3.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 3,453 Est. Cost $71.20 Unrealized +12.9%
SJM JM SMUCKER CO 0.0%
Value ($000) $0 Shares 1,933 Est. Cost $121.11 Unrealized +7.2%
OZK BANK OZK 0.0%
Value ($000) $0 Shares 6,390 Est. Cost $34.46 Unrealized +6.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 1,962 Est. Cost $116.82 Unrealized +0.8%
AOS SMITH CORP 0.0%
Value ($000) $0 Shares 3,567 Est. Cost $65.36 Unrealized +4.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1,331 Est. Cost $190.74 Unrealized +0.2%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $160.56 Unrealized -2.7%
HEI HEICO CORP 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $149.93 Unrealized +13.2%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 4,942 Est. Cost $45.29 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 4,085 Est. Cost $49.10 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $0 Shares 4,319 Est. Cost $50.09 Unrealized +5.8%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $0 Shares 3,398 Est. Cost $72.48 Unrealized 0.0%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $0 Shares 13,342 Est. Cost $0.02 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $0 Shares 3,643 Est. Cost $56.70 Unrealized +10.0%
TKR TIMKEN CO 0.0%
Value ($000) $0 Shares 3,097 Est. Cost $70.03 Unrealized +15.9%
L LOEWS CORP 0.0%
Value ($000) $0 Shares 3,584 Est. Cost $55.15 Unrealized +12.2%
DASH DOORDASH INC - A 0.0%
Value ($000) $0 Shares 2,844 Est. Cost $81.41 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $112.73 Unrealized -2.9%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $0 Shares 3,226 Est. Cost $67.99 Unrealized +2.8%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $0 Shares 2,254 Est. Cost $108.77 Unrealized -9.2%
ABNB AIRBNB INC-CLASS A 0.0%
Value ($000) $0 Shares 1,630 Est. Cost $116.96 Unrealized +18.0%
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $0 Shares 1,538 Est. Cost $167.31 Unrealized -5.0%
LBRDK LIBERTY BROADBAND-C 0.0%
Value ($000) $0 Shares 2,428 Est. Cost $72.40 Unrealized +15.4%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $0 Shares 8,240 Est. Cost $20.43 Unrealized +9.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 21,228 Est. Cost $10.93 Unrealized -7.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 4,905 Est. Cost $64.52 Unrealized -31.8%
ERIE ERIE INDEMNITY COMPANY-CL A 0.0%
Value ($000) $0 Shares 746 Est. Cost $250.44 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $0 Shares 2,369 Est. Cost $80.85 Unrealized +21.8%
DVA DAVITA INC 0.0%
Value ($000) $0 Shares 2,294 Est. Cost $92.78 Unrealized +9.9%
DELL DELL TECHNOLOGIES -C 0.0%
Value ($000) $0 Shares 3,138 Est. Cost $57.22 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $65.55 Unrealized +13.9%
WLK Westlake Corporation 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $108.79 Unrealized +12.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $0 Shares 3,051 Est. Cost $70.94 Unrealized -3.2%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $0 Shares 563 Est. Cost $181.28 Unrealized +112.0%
FOXA FOX CORP - CLASS A 0.0%
Value ($000) $0 Shares 6,722 Est. Cost $34.38 Unrealized -7.3%
GGG GRACO INC 0.0%
Value ($000) $0 Shares 2,879 Est. Cost $68.04 Unrealized +12.5%
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 5,623 Est. Cost $37.30 Unrealized +5.0%
VSGX Vanguard ESG International Stock 0.0%
Value ($000) $0 Shares 4,157 Est. Cost $0.05 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $0 Shares 1,689 Est. Cost $116.39 Unrealized +14.1%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 6,602 Est. Cost $25.60 Unrealized +20.0%
SUSB iShares ESG 1-5 Year USD Corp Bd 0.0%
Value ($000) $0 Shares 8,702 Est. Cost $0.02 Unrealized
RACE FERRARI NV 0.0%
Value ($000) $0 Shares 694 Est. Cost $291.36 Unrealized +6.5%
SUN LIFE FINANCIAL INC 0.0%
Value ($000) $0 Shares 4,179 Est. Cost $50.54 Unrealized
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 4,400 Est. Cost $53.13 Unrealized 0.0%
LECO LINCOLN ELECTRIC HOLDINGS 0.0%
Value ($000) $0 Shares 1,112 Est. Cost $174.22 Unrealized +9.7%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 2,646 Est. Cost $63.79 Unrealized +15.2%
LEA LEAR CORP 0.0%
Value ($000) $0 Shares 1,493 Est. Cost $122.82 Unrealized +10.2%
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $0 Shares 11,960 Est. Cost $7.58 Unrealized +110.1%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $0 Shares 13,241 Est. Cost $13.94 Unrealized +11.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 12,290 Est. Cost $10.36 Unrealized +60.0%
COTY COTY INC-CL A 0.0%
Value ($000) $0 Shares 14,925 Est. Cost $11.80 Unrealized -0.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 12,767 Est. Cost $6.57 Unrealized
HMY HARMONY GOLD MNG-SPON ADR 0.0%
Value ($000) $0 Shares 14,656 Est. Cost $0.00 Unrealized