Symmetry Partners, LLC Diversified Active

CIK: 0001697493 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value ($000): $1,851 (100.0% shares, 0.0% debt)

Holdings (497)

VBR Vanguard Small-Cap Value 4.8%
Value ($000) $89 Shares 494,803 Est. Cost $90.04 Unrealized
BNDX Vanguard Total International Bond 4.7%
Value ($000) $88 Shares 1,780,470 Est. Cost $37.14 Unrealized
MTUM iShares MSCI USA Momentum Factor 4.6%
Value ($000) $84 Shares 536,652 Est. Cost $60.29 Unrealized
VTI Vanguard Total Stock Market 4.3%
Value ($000) $80 Shares 337,480 Est. Cost $125.48 Unrealized
BND Vanguard Total Bond Market 4.2%
Value ($000) $78 Shares 1,059,798 Est. Cost $56.57 Unrealized
USMV iShares MSCI USA Min Vol Factor 3.5%
Value ($000) $64 Shares 819,478 Est. Cost $59.56 Unrealized
EFV iShares MSCI EAFE Value 3.0%
Value ($000) $55 Shares 1,058,486 Est. Cost $34.35 Unrealized
VTV Vanguard Value 2.9%
Value ($000) $53 Shares 356,573 Est. Cost $93.06 Unrealized
VSS Vanguard FTSE All-Wld ex-US SmCp 2.7%
Value ($000) $50 Shares 434,887 Est. Cost $72.52 Unrealized
DFUV Dimensional US Marketwide Value 2.7%
Value ($000) $49 Shares 1,318,634 Est. Cost $31.60 Unrealized
MUB iShares National Muni Bond 2.4%
Value ($000) $45 Shares 415,693 Est. Cost $86.15 Unrealized
BSV Vanguard Short-Term Bond 2.4%
Value ($000) $44 Shares 576,436 Est. Cost $69.01 Unrealized
VEA Vanguard FTSE Developed Markets 2.3%
Value ($000) $43 Shares 898,143 Est. Cost $31.29 Unrealized
QUAL iShares MSCI USA Quality Factor 2.2%
Value ($000) $41 Shares 277,697 Est. Cost $82.04 Unrealized
VWO Vanguard FTSE Emerging Markets 1.8%
Value ($000) $33 Shares 799,870 Est. Cost $29.89 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL 1.8%
Value ($000) $33 Shares 326,604 Est. Cost $86.95 Unrealized
XLK Technology Select Sector SPDR 1.5%
Value ($000) $28 Shares 146,935 Est. Cost $0.17 Unrealized
XLY Consumer Discret Sel Sect SPDR 1.5%
Value ($000) $27 Shares 152,671 Est. Cost $0.17 Unrealized
XLC Communication Services Sel Sect SPDRETF 1.4%
Value ($000) $26 Shares 363,173 Est. Cost $0.07 Unrealized
AVEM AVANTIS EMERGING MARKETS EQ 1.4%
Value ($000) $26 Shares 455,286 Est. Cost $47.61 Unrealized
VOE Vanguard Mid-Cap Value 1.3%
Value ($000) $25 Shares 171,247 Est. Cost $0.13 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $23 Shares 62,426 Est. Cost $161.66 Unrealized +116.7%
DFAX DIMENSIONAL WLD EX US CR EQ 2 1.3%
Value ($000) $23 Shares 953,734 Est. Cost $25.61 Unrealized
VFVA VANGUARD U.S. VALUE FACTOR 1.2%
Value ($000) $22 Shares 193,944 Est. Cost $61.82 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $22 Shares 112,957 Est. Cost $115.29 Unrealized +58.6%
DFAC Dimensional US Core Equity 2 1.1%
Value ($000) $21 Shares 700,742 Est. Cost $25.03 Unrealized
JNK SPDR Blmbg High Yield Bd 1.1%
Value ($000) $20 Shares 206,340 Est. Cost $75.39 Unrealized
VCSH Vanguard Short-Term Corporate Bond 0.9%
Value ($000) $17 Shares 225,032 Est. Cost $0.08 Unrealized
AVUV AVANTIS US SMALL CAP VALUE 0.9%
Value ($000) $17 Shares 190,433 Est. Cost $0.09 Unrealized
EFAV iShares MSCI EAFE Min Vol Factor 0.9%
Value ($000) $17 Shares 241,343 Est. Cost $56.68 Unrealized
DFUS Dimensional US Equity 0.9%
Value ($000) $17 Shares 317,386 Est. Cost $45.19 Unrealized
EEMV iShares MSCI Emerg Mkts Min Vol Fctr 0.9%
Value ($000) $16 Shares 292,481 Est. Cost $45.92 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $16 Shares 32,433 Est. Cost $32.00 Unrealized +44.7%
DEHP DIMENSIONAL EMERGING MARKETS 0.8%
Value ($000) $15 Shares 624,170 Est. Cost $7.07 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs 0.7%
Value ($000) $13 Shares 279,287 Est. Cost $0.05 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $13 Shares 36,584 Est. Cost $252.90 Unrealized +27.9%
AVDV AVANTIS INTL S/C VALUE ETF 0.6%
Value ($000) $12 Shares 190,512 Est. Cost $44.60 Unrealized
GOOGL ALPHABET INC-CL A 0.6%
Value ($000) $12 Shares 84,237 Est. Cost $123.47 Unrealized +8.0%
AVDE AVANTIS INTERNATIONAL EQUITY 0.6%
Value ($000) $12 Shares 191,116 Est. Cost $46.55 Unrealized
DFAT Dimensional US Targeted Value 0.6%
Value ($000) $11 Shares 216,007 Est. Cost $41.76 Unrealized
SHM SPDR Nuveen Blmbg ST MunBd 0.6%
Value ($000) $11 Shares 231,288 Est. Cost $29.16 Unrealized
VFQY VANGUARD U.S. QUALITY FACTOR 0.6%
Value ($000) $11 Shares 84,708 Est. Cost $84.59 Unrealized
SUB iShares Short-Term National Muni Bd 0.6%
Value ($000) $11 Shares 99,862 Est. Cost $86.59 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $10 Shares 58,290 Est. Cost $120.94 Unrealized +19.8%
DFIV DIMENSIONAL INTERNATIONAL VAL 0.5%
Value ($000) $9 Shares 275,979 Est. Cost $31.25 Unrealized
VNQ Vanguard Real Estate 0.5%
Value ($000) $9 Shares 104,710 Est. Cost $81.79 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $9 Shares 58,920 Est. Cost $135.78 Unrealized +3.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $9 Shares 15,194 Est. Cost $216.67 Unrealized +165.4%
VFMO VANGUARD US MOMENTUM FACTOR 0.5%
Value ($000) $9 Shares 64,178 Est. Cost $0.11 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $8 Shares 75,268 Est. Cost $68.17 Unrealized +43.2%
EMB iShares JP Morgan USD Em Mkts Bd 0.4%
Value ($000) $8 Shares 84,655 Est. Cost $0.08 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $7 Shares 6,490 Est. Cost $56.71 Unrealized +62.6%
SHY iShares 1-3 Year Treasury Bond 0.3%
Value ($000) $6 Shares 72,529 Est. Cost $32.66 Unrealized
WMT WALMART INC 0.3%
Value ($000) $5 Shares 34,400 Est. Cost $40.61 Unrealized +27.2%
SCHC SCHWAB INTL SMALL-CAP EQUITY 0.3%
Value ($000) $5 Shares 135,965 Est. Cost $27.91 Unrealized
GOOG ALPHABET INC-CL C 0.2%
Value ($000) $4 Shares 29,010 Est. Cost $110.09 Unrealized +22.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $4 Shares 78,881 Est. Cost $52.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $4 Shares 10,166 Est. Cost $205.82 Unrealized +70.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $4 Shares 22,397 Est. Cost $140.75 Unrealized +2.0%
URI UNITED RENTALS INC 0.2%
Value ($000) $3 Shares 5,947 Est. Cost $146.26 Unrealized +216.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $3 Shares 27,589 Est. Cost $60.54 Unrealized +81.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3 Shares 5,950 Est. Cost $363.53 Unrealized +40.6%
MCK MCKESSON CORP 0.2%
Value ($000) $3 Shares 6,809 Est. Cost $267.45 Unrealized +68.4%
V VISA INC-CLASS A SHARES 0.2%
Value ($000) $3 Shares 11,282 Est. Cost $193.16 Unrealized +25.6%
MRK MERCK & CO. INC. 0.2%
Value ($000) $3 Shares 26,508 Est. Cost $79.57 Unrealized +21.7%
DFAS DIMENSIONAL US SMALL CAP ETF 0.2%
Value ($000) $3 Shares 47,433 Est. Cost $52.66 Unrealized
MARATHON OIL CORP 0.2%
Value ($000) $3 Shares 114,922 Est. Cost $14.01 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $3 Shares 17,688 Est. Cost $95.79 Unrealized +41.7%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $3 Shares 15,895 Est. Cost $58.03 Unrealized +129.0%
TSLA TESLA INC 0.1%
Value ($000) $3 Shares 9,975 Est. Cost $241.09 Unrealized -1.4%
HD HOME DEPOT INC 0.1%
Value ($000) $2 Shares 7,072 Est. Cost $214.84 Unrealized +36.7%
CVX CHEVRON CORP 0.1%
Value ($000) $2 Shares 16,251 Est. Cost $103.52 Unrealized +33.1%
LAM RESEARCH CORP 0.1%
Value ($000) $2 Shares 3,052 Est. Cost $259.51 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $2 Shares 4,000 Est. Cost $432.10 Unrealized +33.5%
MS MORGAN STANLEY 0.1%
Value ($000) $2 Shares 25,424 Est. Cost $41.91 Unrealized +78.5%
KLAC KLA CORP 0.1%
Value ($000) $2 Shares 4,017 Est. Cost $161.38 Unrealized +216.6%
PEP PEPSICO INC 0.1%
Value ($000) $2 Shares 13,228 Est. Cost $139.86 Unrealized +9.9%
PHM PULTEGROUP INC 0.1%
Value ($000) $2 Shares 21,497 Est. Cost $49.52 Unrealized +68.8%
MA MASTERCARD INC - A 0.1%
Value ($000) $2 Shares 5,216 Est. Cost $315.67 Unrealized +25.8%
NFLX NETFLIX INC 0.1%
Value ($000) $2 Shares 4,465 Est. Cost $34.84 Unrealized +25.3%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $2 Shares 9,941 Est. Cost $52.22 Unrealized +252.8%
PG PROCTER & GAMBLE CO/THE 0.1%
Value ($000) $2 Shares 14,739 Est. Cost $120.11 Unrealized +17.1%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2 Shares 7,819 Est. Cost $126.41 Unrealized +92.2%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $2 Shares 5,495 Est. Cost $134.31 Unrealized +148.3%
TGT TARGET CORP 0.1%
Value ($000) $2 Shares 14,667 Est. Cost $94.78 Unrealized +19.3%
CMCSA COMCAST CORP-CLASS A 0.1%
Value ($000) $2 Shares 46,511 Est. Cost $34.79 Unrealized +15.2%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $2 Shares 19,757 Est. Cost $70.49 Unrealized +18.2%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $2 Shares 43,494 Est. Cost $27.00 Unrealized +57.1%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $2 Shares 18,451 Est. Cost $17.32 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $2 Shares 15,691 Est. Cost $63.11 Unrealized +83.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $2 Shares 50,796 Est. Cost $34.62 Unrealized -10.5%
DHR DANAHER CORP 0.1%
Value ($000) $2 Shares 8,093 Est. Cost $129.90 Unrealized +61.9%
ODFL OLD DOMINION FREIGHT LINE 0.1%
Value ($000) $2 Shares 4,556 Est. Cost $73.29 Unrealized +167.1%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $2 Shares 4,005 Est. Cost $188.25 Unrealized +116.3%
AN AUTONATION INC 0.1%
Value ($000) $2 Shares 12,213 Est. Cost $47.73 Unrealized +189.2%
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $2 Shares 11,286 Est. Cost $102.84 Unrealized +37.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $2 Shares 6,183 Est. Cost $213.08 Unrealized +17.9%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $2 Shares 25,064 Est. Cost $33.38 Unrealized +69.6%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $2 Shares 43,130 Est. Cost $34.37 Unrealized +3.1%
PAG PENSKE AUTOMOTIVE GROUP INC 0.1%
Value ($000) $2 Shares 10,288 Est. Cost $63.84 Unrealized +139.9%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $2 Shares 12,770 Est. Cost $70.58 Unrealized +29.6%
CANADIAN NATURAL RESOURCES 0.1%
Value ($000) $2 Shares 24,793 Est. Cost $33.27 Unrealized
DHI DR HORTON INC 0.1%
Value ($000) $2 Shares 10,542 Est. Cost $49.20 Unrealized +145.0%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $2 Shares 80,756 Est. Cost $9.70 Unrealized +55.2%
GWW WW GRAINGER INC 0.1%
Value ($000) $2 Shares 1,895 Est. Cost $299.16 Unrealized +152.8%
CMI CUMMINS INC 0.1%
Value ($000) $2 Shares 6,501 Est. Cost $160.09 Unrealized +35.4%
COR CENCORA INC 0.1%
Value ($000) $2 Shares 7,655 Est. Cost $116.84 Unrealized +64.1%
PCAR PACCAR INC 0.1%
Value ($000) $2 Shares 15,637 Est. Cost $57.49 Unrealized +42.3%
CDW CDW CORP/DE 0.1%
Value ($000) $2 Shares 6,689 Est. Cost $94.49 Unrealized +118.1%
NUE NUCOR CORP 0.1%
Value ($000) $2 Shares 8,580 Est. Cost $69.67 Unrealized +120.0%
ELV Elevance Health Inc 0.1%
Value ($000) $1 Shares 3,199 Est. Cost $300.81 Unrealized +48.5%
RS RELIANCE STEEL & ALUMINUM 0.1%
Value ($000) $1 Shares 5,271 Est. Cost $113.78 Unrealized +133.4%
JBL JABIL INC 0.1%
Value ($000) $1 Shares 11,496 Est. Cost $87.11 Unrealized +45.5%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 50,718 Est. Cost $37.40 Unrealized -29.4%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1 Shares 2,817 Est. Cost $158.77 Unrealized +222.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1 Shares 2,193 Est. Cost $275.98 Unrealized +107.8%
WSM WILLIAMS-SONOMA INC 0.1%
Value ($000) $1 Shares 7,074 Est. Cost $34.65 Unrealized +141.9%
KO COCA-COLA CO/THE 0.1%
Value ($000) $1 Shares 24,371 Est. Cost $50.88 Unrealized +4.7%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1 Shares 5,783 Est. Cost $163.60 Unrealized +27.9%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1 Shares 27,932 Est. Cost $38.44 Unrealized +24.8%
DKS DICK'S SPORTING GOODS INC 0.1%
Value ($000) $1 Shares 9,528 Est. Cost $58.13 Unrealized +99.1%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1 Shares 9,529 Est. Cost $80.82 Unrealized +75.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1 Shares 8,982 Est. Cost $78.56 Unrealized +83.7%
CTAS CINTAS CORP 0.1%
Value ($000) $1 Shares 2,296 Est. Cost $59.92 Unrealized +119.8%
HUBB HUBBELL INC 0.1%
Value ($000) $1 Shares 4,175 Est. Cost $124.85 Unrealized +134.2%
DE DEERE & CO 0.1%
Value ($000) $1 Shares 3,421 Est. Cost $232.48 Unrealized +57.1%
LOW LOWE'S COS INC 0.1%
Value ($000) $1 Shares 6,124 Est. Cost $128.06 Unrealized +52.1%
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $1 Shares 8,607 Est. Cost $132.65 Unrealized +1.2%
CDNS CADENCE DESIGN SYS INC 0.1%
Value ($000) $1 Shares 4,941 Est. Cost $79.10 Unrealized +225.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 2,510 Est. Cost $385.20 Unrealized +24.8%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $1 Shares 3,741 Est. Cost $179.45 Unrealized +96.5%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $1 Shares 11,188 Est. Cost $92.71 Unrealized +16.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1 Shares 8,336 Est. Cost $68.07 Unrealized +110.6%
FAST FASTENAL CO 0.1%
Value ($000) $1 Shares 19,918 Est. Cost $16.64 Unrealized +72.4%
KEYS KEYSIGHT TECHNOLOGIES IN 0.1%
Value ($000) $1 Shares 7,876 Est. Cost $82.21 Unrealized +65.2%
IR INGERSOLL-RAND INC 0.1%
Value ($000) $1 Shares 16,138 Est. Cost $37.71 Unrealized +81.0%
TJX TJX COMPANIES INC 0.1%
Value ($000) $1 Shares 13,446 Est. Cost $56.85 Unrealized +53.5%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1 Shares 37,009 Est. Cost $29.55 Unrealized -6.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $1 Shares 8,522 Est. Cost $93.10 Unrealized +27.1%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $1 Shares 9,687 Est. Cost $58.77 Unrealized +102.8%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 6,229 Est. Cost $120.86 Unrealized +43.0%
OC OWENS CORNING 0.1%
Value ($000) $1 Shares 8,236 Est. Cost $83.36 Unrealized +58.9%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $1 Shares 1,044 Est. Cost $295.40 Unrealized +240.7%
VRT VERTIV HOLDINGS CO-A 0.1%
Value ($000) $1 Shares 24,924 Est. Cost $42.45 Unrealized 0.0%
ESAB ESAB CORP 0.1%
Value ($000) $1 Shares 13,686 Est. Cost $75.27 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $1 Shares 7,691 Est. Cost $86.30 Unrealized +58.4%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 461 Est. Cost $1358.80 Unrealized +90.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 2,873 Est. Cost $279.87 Unrealized +32.0%
AMGN AMGEN INC 0.1%
Value ($000) $1 Shares 3,985 Est. Cost $226.43 Unrealized +12.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $1 Shares 3,802 Est. Cost $209.36 Unrealized +34.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 22,145 Est. Cost $57.95 Unrealized -18.9%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1 Shares 2,153 Est. Cost $222.41 Unrealized +94.3%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $1 Shares 18,232 Est. Cost $20.46 Unrealized +186.4%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 10,116 Est. Cost $66.12 Unrealized +61.4%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.1%
Value ($000) $1 Shares 14,524 Est. Cost $52.13 Unrealized +23.3%
MCD MCDONALD'S CORP 0.1%
Value ($000) $1 Shares 3,520 Est. Cost $198.27 Unrealized +30.5%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $1 Shares 4,758 Est. Cost $24.12 Unrealized +63.3%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1 Shares 5,968 Est. Cost $115.22 Unrealized +26.3%
HUM HUMANA INC 0.1%
Value ($000) $1 Shares 2,235 Est. Cost $430.61 Unrealized +11.4%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1 Shares 9,204 Est. Cost $100.38 Unrealized -4.3%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 2,209 Est. Cost $260.84 Unrealized +53.9%
CENOVUS ENERGY INC 0.1%
Value ($000) $1 Shares 58,065 Est. Cost $9.91 Unrealized
ON ON SEMICONDUCTOR 0.1%
Value ($000) $1 Shares 11,381 Est. Cost $66.92 Unrealized +17.4%
ARISTA NETWORKS INC 0.1%
Value ($000) $1 Shares 4,059 Est. Cost $114.92 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,091 Est. Cost $407.73 Unrealized +2.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $1 Shares 3,017 Est. Cost $189.38 Unrealized +56.1%
TRGP TARGA RESOURCES CORP 0.1%
Value ($000) $1 Shares 10,812 Est. Cost $43.49 Unrealized +88.6%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1 Shares 18,870 Est. Cost $35.92 Unrealized +14.2%
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 18,494 Est. Cost $37.72 Unrealized +6.1%
CPRT COPART INC 0.0%
Value ($000) $1 Shares 18,817 Est. Cost $33.71 Unrealized +40.1%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 2,043 Est. Cost $275.21 Unrealized +42.0%
CSX CSX CORP 0.0%
Value ($000) $1 Shares 26,163 Est. Cost $28.18 Unrealized +9.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1 Shares 21,114 Est. Cost $24.80 Unrealized +44.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 6,480 Est. Cost $93.31 Unrealized +33.7%
IMPERIAL OIL LTD 0.0%
Value ($000) $1 Shares 15,987 Est. Cost $32.13 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 3,397 Est. Cost $200.26 Unrealized +11.7%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $1 Shares 6,023 Est. Cost $101.71 Unrealized +15.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 11,004 Est. Cost $63.00 Unrealized +14.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 5,461 Est. Cost $61.23 Unrealized +135.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 5,908 Est. Cost $97.53 Unrealized +35.5%
T AT&T INC 0.0%
Value ($000) $1 Shares 51,351 Est. Cost $15.26 Unrealized -6.9%
POOL POOL CORP 0.0%
Value ($000) $1 Shares 2,133 Est. Cost $195.04 Unrealized +74.4%
XPO XPO INC 0.0%
Value ($000) $1 Shares 9,498 Est. Cost $68.52 Unrealized +18.9%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 4,068 Est. Cost $137.52 Unrealized +25.3%
KR KROGER CO 0.0%
Value ($000) $1 Shares 18,725 Est. Cost $34.46 Unrealized +23.0%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $1 Shares 4,439 Est. Cost $144.91 Unrealized +15.0%
ROYAL BANK OF CANADA 0.0%
Value ($000) $1 Shares 8,232 Est. Cost $93.79 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $1 Shares 17,163 Est. Cost $30.76 Unrealized +42.1%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $1 Shares 9,040 Est. Cost $101.59 Unrealized -15.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 6,255 Est. Cost $83.27 Unrealized +43.3%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 860 Est. Cost $30.39 Unrealized +108.0%
SNA SNAP-ON INC 0.0%
Value ($000) $1 Shares 2,769 Est. Cost $134.72 Unrealized +89.2%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 9,750 Est. Cost $70.52 Unrealized +9.2%
RRX REGAL REXNORD CORP 0.0%
Value ($000) $1 Shares 5,356 Est. Cost $85.79 Unrealized +47.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1 Shares 4,258 Est. Cost $101.10 Unrealized +55.3%
NATIONAL BANK OF CANADA 0.0%
Value ($000) $1 Shares 10,474 Est. Cost $67.98 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $1 Shares 4,218 Est. Cost $110.86 Unrealized +68.6%
ITT ITT INC 0.0%
Value ($000) $1 Shares 6,584 Est. Cost $64.75 Unrealized +62.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1 Shares 2,049 Est. Cost $285.23 Unrealized +11.4%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 7,156 Est. Cost $56.87 Unrealized +65.3%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $1 Shares 3,599 Est. Cost $139.10 Unrealized +65.7%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 6,070 Est. Cost $100.68 Unrealized +6.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $1 Shares 8,088 Est. Cost $59.06 Unrealized +49.2%
HIG HARTFORD FINANCIAL SVCS GRP 0.0%
Value ($000) $1 Shares 9,603 Est. Cost $54.15 Unrealized +33.8%
CBRE CBRE GROUP INC - A 0.0%
Value ($000) $1 Shares 8,204 Est. Cost $43.97 Unrealized +76.8%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1 Shares 8,822 Est. Cost $36.47 Unrealized +84.7%
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $1 Shares 3,740 Est. Cost $112.18 Unrealized +58.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 873 Est. Cost $621.47 Unrealized +31.8%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $1 Shares 1,375 Est. Cost $339.27 Unrealized +38.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 4,778 Est. Cost $126.21 Unrealized +13.4%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 1,669 Est. Cost $146.40 Unrealized +172.9%
NDAQ NASDAQ INC 0.0%
Value ($000) $1 Shares 12,882 Est. Cost $49.82 Unrealized +2.8%
LEN LENNAR CORP-A 0.0%
Value ($000) $1 Shares 5,010 Est. Cost $70.22 Unrealized +66.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $1 Shares 2,369 Est. Cost $138.13 Unrealized +94.5%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 12,504 Est. Cost $54.03 Unrealized +2.3%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $1 Shares 3,277 Est. Cost $127.18 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 13,597 Est. Cost $24.95 Unrealized +96.5%
BA BOEING CO/THE 0.0%
Value ($000) $1 Shares 2,789 Est. Cost $174.47 Unrealized +22.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 5,671 Est. Cost $74.36 Unrealized +54.2%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $1 Shares 10,667 Est. Cost $46.53 Unrealized +30.7%
BLD TOPBUILD CORP 0.0%
Value ($000) $1 Shares 1,891 Est. Cost $286.36 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $1 Shares 3,979 Est. Cost $109.33 Unrealized +48.6%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $1 Shares 7,533 Est. Cost $72.73 Unrealized +15.1%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 2,758 Est. Cost $211.28 Unrealized +14.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1 Shares 8,797 Est. Cost $67.53 Unrealized -3.2%
CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1 Shares 8,753 Est. Cost $0.08 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 4,868 Est. Cost $100.08 Unrealized +26.2%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $1 Shares 3,283 Est. Cost $111.92 Unrealized +61.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 1,490 Est. Cost $359.61 Unrealized +8.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1 Shares 2,784 Est. Cost $179.92 Unrealized +11.2%
LSTR LANDSTAR SYSTEM INC 0.0%
Value ($000) $1 Shares 3,347 Est. Cost $112.27 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 2,731 Est. Cost $147.25 Unrealized +58.5%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $1 Shares 8,998 Est. Cost $62.69 Unrealized +7.2%
AZEK CO INC/THE 0.0%
Value ($000) $1 Shares 16,555 Est. Cost $0.04 Unrealized
FCNCA FIRST CITIZENS BCSHS -CL A 0.0%
Value ($000) $1 Shares 439 Est. Cost $708.04 Unrealized +96.6%
RTX RTX CORPORATION 0.0%
Value ($000) $1 Shares 7,471 Est. Cost $53.70 Unrealized +40.8%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 3,764 Est. Cost $86.56 Unrealized +73.6%
APP APPLOVIN CORP-CLASS A 0.0%
Value ($000) $1 Shares 15,092 Est. Cost $39.20 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 1,417 Est. Cost $241.72 Unrealized +60.3%
AGCO AGCO CORP 0.0%
Value ($000) $1 Shares 4,967 Est. Cost $120.71 Unrealized -7.7%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $1 Shares 8,704 Est. Cost $38.76 Unrealized +44.8%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $1 Shares 3,689 Est. Cost $82.35 Unrealized +80.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1 Shares 169 Est. Cost $1794.03 Unrealized +71.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 263 Est. Cost $24.10 Unrealized +72.6%
SNX TD SYNNEX CORP 0.0%
Value ($000) $1 Shares 5,498 Est. Cost $71.29 Unrealized +33.5%
INTU INTUIT INC 0.0%
Value ($000) $1 Shares 946 Est. Cost $291.37 Unrealized +86.9%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $1 Shares 1,898 Est. Cost $221.43 Unrealized +19.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 16,367 Est. Cost $21.10 Unrealized +72.7%
OKE ONEOK INC 0.0%
Value ($000) $1 Shares 8,362 Est. Cost $24.58 Unrealized +145.6%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $1 Shares 2,520 Est. Cost $148.63 Unrealized +49.4%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 5,173 Est. Cost $75.49 Unrealized +33.8%
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 10,630 Est. Cost $38.36 Unrealized +18.3%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 4,265 Est. Cost $52.29 Unrealized +112.3%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $1 Shares 4,168 Est. Cost $130.34 Unrealized -11.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 9,238 Est. Cost $62.84 Unrealized -14.9%
NKE NIKE INC -CL B 0.0%
Value ($000) $1 Shares 5,163 Est. Cost $99.33 Unrealized +3.7%
KOF COCA-COLA FEMSA SAB-SP ADR 0.0%
Value ($000) $1 Shares 5,909 Est. Cost $45.75 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 6,052 Est. Cost $62.18 Unrealized +23.8%
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $1 Shares 78,077 Est. Cost $0.00 Unrealized
NVR NVR INC 0.0%
Value ($000) $1 Shares 77 Est. Cost $3953.22 Unrealized +56.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 2,685 Est. Cost $140.98 Unrealized +22.2%
SAIA SAIA INC 0.0%
Value ($000) $1 Shares 1,196 Est. Cost $404.07 Unrealized 0.0%
INTACT FINANCIAL CORP 0.0%
Value ($000) $1 Shares 3,495 Est. Cost $102.88 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $1 Shares 3,739 Est. Cost $94.09 Unrealized +25.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 4,714 Est. Cost $77.77 Unrealized
BLACKROCK INC 0.0%
Value ($000) $1 Shares 649 Est. Cost $523.63 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 5,516 Est. Cost $77.99 Unrealized +18.2%
MTD METTLER-TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 430 Est. Cost $927.87 Unrealized +16.5%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $1 Shares 5,032 Est. Cost $75.13 Unrealized +15.3%
HPE HEWLETT PACKARD ENTERPRISE 0.0%
Value ($000) $1 Shares 30,500 Est. Cost $10.18 Unrealized +50.8%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 2,416 Est. Cost $153.67 Unrealized +27.6%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $1 Shares 2,244 Est. Cost $167.73 Unrealized +22.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 4,041 Est. Cost $97.19 Unrealized +13.6%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 1,740 Est. Cost $184.34 Unrealized +49.1%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 7,083 Est. Cost $53.55 Unrealized +21.2%
ESGU iShares ESG Aware MSCI USA 0.0%
Value ($000) $1 Shares 4,930 Est. Cost $95.84 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3,683 Est. Cost $100.94 Unrealized +16.1%
WAB WABTEC CORP 0.0%
Value ($000) $1 Shares 4,026 Est. Cost $73.31 Unrealized +52.3%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 2,961 Est. Cost $53.63 Unrealized +220.4%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $0 Shares 9,445 Est. Cost $44.31 Unrealized 0.0%
APA APA CORP 0.0%
Value ($000) $0 Shares 13,652 Est. Cost $27.52 Unrealized +25.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $0 Shares 1,875 Est. Cost $157.79 Unrealized +44.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4,128 Est. Cost $97.63 Unrealized +13.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5,706 Est. Cost $47.95 Unrealized +53.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $0 Shares 7,489 Est. Cost $62.95 Unrealized -5.4%
EAGG iShares ESG U.S. Aggregate Bond 0.0%
Value ($000) $0 Shares 10,206 Est. Cost $48.35 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.0%
Value ($000) $0 Shares 2,171 Est. Cost $90.98 Unrealized +118.2%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 9,404 Est. Cost $41.83 Unrealized -1.2%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $0 Shares 712 Est. Cost $86.11 Unrealized +18.0%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $0 Shares 1,978 Est. Cost $227.62 Unrealized +3.9%
RMD RESMED INC 0.0%
Value ($000) $0 Shares 2,763 Est. Cost $150.29 Unrealized +0.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 13,082 Est. Cost $41.34 Unrealized -26.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 9,120 Est. Cost $25.42 Unrealized +52.7%
MCO MOODY'S CORP 0.0%
Value ($000) $0 Shares 1,198 Est. Cost $272.91 Unrealized +25.2%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $0 Shares 1,699 Est. Cost $223.41 Unrealized +21.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $0 Shares 4,781 Est. Cost $66.72 Unrealized +25.7%
WRB WR BERKLEY CORP 0.0%
Value ($000) $0 Shares 6,558 Est. Cost $34.49 Unrealized +24.7%
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 1,745 Est. Cost $181.52 Unrealized +24.1%
BKR BAKER HUGHES CO 0.0%
Value ($000) $0 Shares 13,502 Est. Cost $15.85 Unrealized +104.9%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $0 Shares 5,930 Est. Cost $71.33 Unrealized -2.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 8,789 Est. Cost $16.53 Unrealized +209.8%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $0 Shares 5,779 Est. Cost $67.34 Unrealized +6.5%
HESS CORP 0.0%
Value ($000) $0 Shares 3,156 Est. Cost $40.93 Unrealized
CROX CROCS INC 0.0%
Value ($000) $0 Shares 4,787 Est. Cost $92.32 Unrealized 0.0%
WSP GLOBAL INC 0.0%
Value ($000) $0 Shares 3,257 Est. Cost $95.18 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 3,950 Est. Cost $87.94 Unrealized +10.7%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 3,387 Est. Cost $102.47 Unrealized +19.8%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value ($000) $0 Shares 908 Est. Cost $249.49 Unrealized +78.5%
CC CHEMOURS CO/THE 0.0%
Value ($000) $0 Shares 14,040 Est. Cost $18.04 Unrealized +38.0%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $0 Shares 5,924 Est. Cost $61.70 Unrealized +8.1%
CNC CENTENE CORP 0.0%
Value ($000) $0 Shares 6,075 Est. Cost $63.06 Unrealized +14.4%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 8,501 Est. Cost $32.34 Unrealized +35.0%
GAP GAP INC/THE 0.0%
Value ($000) $0 Shares 21,018 Est. Cost $15.11 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $0 Shares 7,977 Est. Cost $35.00 Unrealized +27.6%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 20,481 Est. Cost $21.04 Unrealized -12.5%
USB US BANCORP 0.0%
Value ($000) $0 Shares 9,975 Est. Cost $31.28 Unrealized +5.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 1,394 Est. Cost $188.83 Unrealized +43.0%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value ($000) $0 Shares 1,099 Est. Cost $384.86 Unrealized +6.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 12,200 Est. Cost $15.50 Unrealized +107.4%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 2,014 Est. Cost $138.85 Unrealized +40.2%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 7,362 Est. Cost $30.01 Unrealized +71.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 907 Est. Cost $329.88 Unrealized +37.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $0 Shares 2,714 Est. Cost $109.87 Unrealized +9.2%
MMM 3M CO 0.0%
Value ($000) $0 Shares 3,840 Est. Cost $75.54 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 3,036 Est. Cost $88.10 Unrealized +38.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6,634 Est. Cost $52.31 Unrealized 0.0%
ACM AECOM 0.0%
Value ($000) $0 Shares 4,434 Est. Cost $71.41 Unrealized +16.2%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $0 Shares 3,340 Est. Cost $76.23 Unrealized +56.6%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,456 Est. Cost $237.93 Unrealized
SO SOUTHERN CO/THE 0.0%
Value ($000) $0 Shares 5,824 Est. Cost $53.11 Unrealized +20.0%
AIZ ASSURANT INC 0.0%
Value ($000) $0 Shares 2,431 Est. Cost $103.73 Unrealized +48.2%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 2,010 Est. Cost $120.52 Unrealized +48.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1,578 Est. Cost $169.58 Unrealized +38.1%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 19,064 Est. Cost $17.09 Unrealized 0.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,345 Est. Cost $203.79 Unrealized +24.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 5,185 Est. Cost $22.25 Unrealized +30.4%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 5,573 Est. Cost $64.33 Unrealized +8.2%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 5,990 Est. Cost $39.10 Unrealized +50.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 2,398 Est. Cost $74.40 Unrealized +90.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 653 Est. Cost $481.11 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 9,539 Est. Cost $33.90 Unrealized +2.7%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 14,935 Est. Cost $24.72 Unrealized +0.9%
BBY BEST BUY CO INC 0.0%
Value ($000) $0 Shares 4,835 Est. Cost $68.18 Unrealized -6.9%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 2,522 Est. Cost $106.63 Unrealized +20.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 21,180 Est. Cost $10.12 Unrealized +51.5%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $0 Shares 4,008 Est. Cost $64.50 Unrealized +28.4%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $0 Shares 3,681 Est. Cost $28.54 Unrealized +52.1%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $0 Shares 1,874 Est. Cost $161.47 Unrealized 0.0%
LABORATORY CRP OF AMER HLDGS 0.0%
Value ($000) $0 Shares 1,581 Est. Cost $198.70 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $0 Shares 4,100 Est. Cost $47.92 Unrealized +52.8%
TECK RESOURCES LTD-CLS B 0.0%
Value ($000) $0 Shares 8,244 Est. Cost $23.57 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 720 Est. Cost $260.07 Unrealized +62.2%
VST Vistra Corp. 0.0%
Value ($000) $0 Shares 9,052 Est. Cost $23.34 Unrealized +46.0%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value ($000) $0 Shares 4,854 Est. Cost $53.36 Unrealized +27.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $0 Shares 344 Est. Cost $390.77 Unrealized +105.4%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1,414 Est. Cost $239.84 Unrealized -10.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 1,163 Est. Cost $87.98 Unrealized +52.0%
MTB M & T BANK CORP 0.0%
Value ($000) $0 Shares 2,477 Est. Cost $101.56 Unrealized +15.5%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 3,474 Est. Cost $156.99 Unrealized -46.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5,595 Est. Cost $47.96 Unrealized +11.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $0 Shares 2,591 Est. Cost $115.16 Unrealized -9.2%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 9,807 Est. Cost $23.33 Unrealized +9.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 6,066 Est. Cost $38.53 Unrealized +38.5%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $0 Shares 4,193 Est. Cost $74.82 Unrealized -4.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $0 Shares 2,615 Est. Cost $83.37 Unrealized +43.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 623 Est. Cost $402.72 Unrealized +26.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 996 Est. Cost $298.72 Unrealized -0.2%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,293 Est. Cost $206.78 Unrealized +18.8%
ALSN ALLISON TRANSMISSION HOLDING 0.0%
Value ($000) $0 Shares 5,744 Est. Cost $47.57 Unrealized +14.4%
HSY HERSHEY CO/THE 0.0%
Value ($000) $0 Shares 1,806 Est. Cost $134.07 Unrealized +32.5%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1,336 Est. Cost $157.47 Unrealized +26.9%
DASH DOORDASH INC - A 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $82.40 Unrealized +7.5%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $234.18 Unrealized +10.7%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 10,771 Est. Cost $26.66 Unrealized +1.7%
F FORD MOTOR CO 0.0%
Value ($000) $0 Shares 26,755 Est. Cost $7.92 Unrealized +21.5%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $0 Shares 2,789 Est. Cost $56.89 Unrealized +102.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 2,728 Est. Cost $64.54 Unrealized +72.1%
OZK BANK OZK 0.0%
Value ($000) $0 Shares 6,390 Est. Cost $34.46 Unrealized +9.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,526 Est. Cost $157.20 Unrealized +14.4%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 563 Est. Cost $355.70 Unrealized +41.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 27,255 Est. Cost $17.45 Unrealized -38.1%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 17,574 Est. Cost $11.41 Unrealized +46.3%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 1,933 Est. Cost $75.93 Unrealized +99.3%
COTY COTY INC-CL A 0.0%
Value ($000) $0 Shares 25,345 Est. Cost $11.39 Unrealized -5.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 3,524 Est. Cost $56.47 Unrealized +42.1%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 2,635 Est. Cost $95.35 Unrealized 0.0%
MOS MOSAIC CO/THE 0.0%
Value ($000) $0 Shares 8,666 Est. Cost $32.48 Unrealized +1.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,565 Est. Cost $124.98 Unrealized -12.5%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,883 Est. Cost $84.10 Unrealized +9.4%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 6,425 Est. Cost $40.69 Unrealized +14.4%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $0 Shares 1,270 Est. Cost $188.12 Unrealized +21.2%
ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $218.18 Unrealized +4.6%
BRO BROWN & BROWN INC 0.0%
Value ($000) $0 Shares 4,318 Est. Cost $44.77 Unrealized +57.6%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 4,853 Est. Cost $66.94 Unrealized -14.6%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $143.63 Unrealized +56.5%
MKL MARKEL GROUP INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $1015.77 Unrealized +39.7%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $0 Shares 2,668 Est. Cost $77.41 Unrealized +28.9%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 3,597 Est. Cost $42.88 Unrealized +55.9%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $0 Shares 724 Est. Cost $360.55 Unrealized +0.8%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $0 Shares 4,871 Est. Cost $44.10 Unrealized +29.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 3,265 Est. Cost $81.27 Unrealized +2.2%
GL GLOBE LIFE INC 0.0%
Value ($000) $0 Shares 2,430 Est. Cost $113.14 Unrealized +2.1%
HPQ HP INC 0.0%
Value ($000) $0 Shares 9,815 Est. Cost $17.54 Unrealized +46.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,737 Est. Cost $82.92 Unrealized +20.0%
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 4,015 Est. Cost $48.04 Unrealized +8.8%
ESGV Vanguard ESG US Stock 0.0%
Value ($000) $0 Shares 3,474 Est. Cost $78.56 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 2,128 Est. Cost $108.80 Unrealized +18.1%
AOS SMITH (A.O.) CORP 0.0%
Value ($000) $0 Shares 3,567 Est. Cost $65.36 Unrealized +8.6%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $127.14 Unrealized +64.1%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 877 Est. Cost $207.83 Unrealized +32.9%
GNTX GENTEX CORP 0.0%
Value ($000) $0 Shares 8,840 Est. Cost $22.30 Unrealized +38.5%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $0 Shares 1,303 Est. Cost $97.68 Unrealized +137.9%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 3,879 Est. Cost $59.12 Unrealized +12.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 3,077 Est. Cost $73.94 Unrealized +20.7%
STT STATE STREET CORP 0.0%
Value ($000) $0 Shares 3,672 Est. Cost $57.88 Unrealized +12.0%
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $82.53 Unrealized +96.7%
CE CELANESE CORP 0.0%
Value ($000) $0 Shares 1,813 Est. Cost $100.60 Unrealized +26.6%
KELLANOVA 0.0%
Value ($000) $0 Shares 5,104 Est. Cost $58.30 Unrealized -16.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 2,041 Est. Cost $130.73 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $0 Shares 7,137 Est. Cost $39.82 Unrealized -1.3%
VRSN VERISIGN INC 0.0%
Value ($000) $0 Shares 1,340 Est. Cost $205.20 Unrealized +0.6%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 7,152 Est. Cost $29.29 Unrealized +3.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 21,228 Est. Cost $10.93 Unrealized -8.7%
NTNX NUTANIX INC - A 0.0%
Value ($000) $0 Shares 5,708 Est. Cost $40.47 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 7,550 Est. Cost $30.34 Unrealized +17.1%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 1,240 Est. Cost $175.51 Unrealized +20.6%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 3,395 Est. Cost $42.00 Unrealized +59.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 6,885 Est. Cost $40.77 Unrealized -17.6%
COOPER COS INC/THE 0.0%
Value ($000) $0 Shares 700 Est. Cost $337.50 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 3,453 Est. Cost $71.20 Unrealized -2.3%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 9,715 Est. Cost $23.57 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $0 Shares 4,570 Est. Cost $45.81 Unrealized +16.7%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $0 Shares 3,374 Est. Cost $80.33 Unrealized -4.1%
ESGD iShares ESG Aware MSCI EAFE 0.0%
Value ($000) $0 Shares 3,424 Est. Cost $70.17 Unrealized
HEI HEICO CORP 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $149.93 Unrealized +12.9%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $0 Shares 6,121 Est. Cost $47.39 Unrealized -17.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 5,922 Est. Cost $43.95 Unrealized -13.3%
TTD TRADE DESK INC/THE -CLASS A 0.0%
Value ($000) $0 Shares 3,428 Est. Cost $80.85 Unrealized -9.1%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $0 Shares 2,254 Est. Cost $108.77 Unrealized -12.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 9,361 Est. Cost $0.03 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $0 Shares 3,097 Est. Cost $70.03 Unrealized +5.1%
KHC KRAFT HEINZ CO/THE 0.0%
Value ($000) $0 Shares 6,736 Est. Cost $29.94 Unrealized +1.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,466 Est. Cost $51.84 Unrealized +84.6%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1,864 Est. Cost $115.11 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 5,623 Est. Cost $37.30 Unrealized +1.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 512 Est. Cost $325.56 Unrealized +35.2%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $0 Shares 2,348 Est. Cost $75.17 Unrealized +27.9%
ANSYS INC 0.0%
Value ($000) $0 Shares 672 Est. Cost $0.36 Unrealized
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $0 Shares 1,933 Est. Cost $121.11 Unrealized -11.8%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $0 Shares 8,240 Est. Cost $20.43 Unrealized +14.9%
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 2,397 Est. Cost $40.64 Unrealized +11.6%
FIS FIDELITY NATIONAL INFO SERV 0.0%
Value ($000) $0 Shares 3,964 Est. Cost $52.33 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 6,498 Est. Cost $25.02 Unrealized +32.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 1,962 Est. Cost $116.82 Unrealized -4.8%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $0 Shares 372 Est. Cost $513.84 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 2,900 Est. Cost $67.35 Unrealized +14.9%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 2,646 Est. Cost $63.79 Unrealized +20.8%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 332 Est. Cost $126.04 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 4,905 Est. Cost $64.52 Unrealized -37.8%
FWONK LIBERTY MEDIA CORP-LIB-NEW-C 0.0%
Value ($000) $0 Shares 3,599 Est. Cost $0.06 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 2,994 Est. Cost $65.55 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 4,085 Est. Cost $49.10 Unrealized +1.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $0 Shares 1,689 Est. Cost $116.39 Unrealized +3.1%
COIN COINBASE GLOBAL INC -CLASS A 0.0%
Value ($000) $0 Shares 1,202 Est. Cost $109.20 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 6,664 Est. Cost $25.22 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1,144 Est. Cost $190.74 Unrealized -10.7%
ABNB AIRBNB INC-CLASS A 0.0%
Value ($000) $0 Shares 1,630 Est. Cost $116.96 Unrealized +10.2%
ACI ALBERTSONS COS INC - CLASS A 0.0%
Value ($000) $0 Shares 9,686 Est. Cost $20.72 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 4,194 Est. Cost $29.61 Unrealized +17.8%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $0 Shares 2,459 Est. Cost $73.14 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $0 Shares 2,612 Est. Cost $67.99 Unrealized +1.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $0 Shares 2,339 Est. Cost $86.06 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 6,602 Est. Cost $25.60 Unrealized +14.1%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 4,942 Est. Cost $45.29 Unrealized +0.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 1,876 Est. Cost $90.74 Unrealized +16.8%
SUN LIFE FINANCIAL INC 0.0%
Value ($000) $0 Shares 4,179 Est. Cost $50.54 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 2,202 Est. Cost $101.18 Unrealized -12.6%
LEA LEAR CORP 0.0%
Value ($000) $0 Shares 1,493 Est. Cost $122.82 Unrealized +2.7%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $0 Shares 1,193 Est. Cost $121.75 Unrealized +38.0%
WLK Westlake Corporation 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $108.79 Unrealized +11.8%
CZR CAESARS ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 4,400 Est. Cost $53.13 Unrealized -16.4%
TAP MOLSON COORS BEVERAGE CO - B 0.0%
Value ($000) $0 Shares 3,433 Est. Cost $55.95 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $0 Shares 11,960 Est. Cost $7.58 Unrealized +135.0%
UHAL/B U-HAUL HOLDING CO-NON VOTING 0.0%
Value ($000) $0 Shares 2,964 Est. Cost $54.41 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 4,242 Est. Cost $45.40 Unrealized 0.0%
CG CARLYLE GROUP INC/THE 0.0%
Value ($000) $0 Shares 4,972 Est. Cost $30.71 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 3,556 Est. Cost $52.28 Unrealized 0.0%
HMY HARMONY GOLD MNG-SPON ADR 0.0%
Value ($000) $0 Shares 33,556 Est. Cost $0.01 Unrealized
PATH UIPATH INC - CLASS A 0.0%
Value ($000) $0 Shares 8,049 Est. Cost $19.52 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $0 Shares 2,843 Est. Cost $56.70 Unrealized +5.0%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 3,872 Est. Cost $45.92 Unrealized 0.0%
INTERPUBLIC GROUP OF COS INC 0.0%
Value ($000) $0 Shares 6,118 Est. Cost $27.60 Unrealized 0.0%
FCN FTI CONSULTING INC 0.0%
Value ($000) $0 Shares 1,008 Est. Cost $206.89 Unrealized 0.0%
SBS CIA SANEAMENTO BASICO DE-ADR 0.0%
Value ($000) $0 Shares 10,614 Est. Cost $7.47 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $0 Shares 10,957 Est. Cost $13.94 Unrealized -9.9%
GFI GOLD FIELDS LTD-SPONS ADR 0.0%
Value ($000) $0 Shares 10,419 Est. Cost $0.01 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 12,767 Est. Cost $6.57 Unrealized