TFO Wealth Partners, LLC Quant / Systematic

CIK: 0001698750 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $444,193 (100.0% shares, 0.0% debt)

Holdings (502)

VEA Vanguard FTSE Developed Markets ETF 43.2%
Value ($000) $191,947 Shares 4,704,578 Est. Cost $35.65 Unrealized
DFAC DFA T.A. US Core Equity 2 I 24.7%
Value ($000) $109,798 Shares 4,712,373 Est. Cost $26.69 Unrealized
DFUV DFA Tax-Managed US Marketwide Value II 4.8%
Value ($000) $21,474 Shares 679,572 Est. Cost $31.60 Unrealized
IWB iShares Russell 1000 4.2%
Value ($000) $18,812 Shares 90,548 Est. Cost $178.42 Unrealized
DFAT DFA Tax-Managed US Targeted Value 4.1%
Value ($000) $18,309 Shares 455,231 Est. Cost $44.53 Unrealized
SPY SPDR S&P 500 ETF 2.1%
Value ($000) $9,185 Shares 24,347 Est. Cost $370.65 Unrealized
IJR iShares Core S&P Small-Cap 2.0%
Value ($000) $8,980 Shares 97,178 Est. Cost $83.85 Unrealized
IVV iShares Core S&P 500 2.0%
Value ($000) $8,921 Shares 23,528 Est. Cost $333.59 Unrealized
DFAS DFA Tax-Managed US Small Cap 1.5%
Value ($000) $6,554 Shares 136,536 Est. Cost $58.16 Unrealized
IWF iShares Russell 1000 Growth 1.0%
Value ($000) $4,596 Shares 21,015 Est. Cost $186.89 Unrealized
IDEV iShares Core MSCI Intl Dev Mkts ETF 1.0%
Value ($000) $4,301 Shares 80,035 Est. Cost $63.40 Unrealized
VOO Vanguard 500 ETF 0.9%
Value ($000) $3,983 Shares 11,484 Est. Cost $312.21 Unrealized
VNQ Vanguard REIT ETF 0.9%
Value ($000) $3,894 Shares 42,734 Est. Cost $92.59 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.9%
Value ($000) $3,790 Shares 77,258 Est. Cost $54.56 Unrealized
VXUS Vanguard Total International Stock ETF 0.7%
Value ($000) $3,311 Shares 64,151 Est. Cost $63.26 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.7%
Value ($000) $3,050 Shares 36,400 Est. Cost $69.10 Unrealized
IWM iShares Russell 2000 0.6%
Value ($000) $2,867 Shares 16,931 Est. Cost $168.74 Unrealized
DFIV DFA Tax-Managed International Value 0.4%
Value ($000) $1,894 Shares 65,551 Est. Cost $32.75 Unrealized
VTI Vanguard Total Stock Market ETF 0.4%
Value ($000) $1,844 Shares 9,776 Est. Cost $167.27 Unrealized
ACWI iShares MSCI ACWI 0.3%
Value ($000) $1,259 Shares 15,012 Est. Cost $77.00 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $1,073 Shares 7,402 Est. Cost $136.72 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $1,071 Shares 7,833 Est. Cost $154.09 Unrealized -3.5%
SPLV Invesco S&P 500 Low Volatility ETF 0.2%
Value ($000) $747 Shares 12,051 Est. Cost $56.93 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $666 Shares 21,191 Est. Cost $33.09 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $641 Shares 2,288 Est. Cost $317.14 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $588 Shares 11,777 Est. Cost $49.93 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $524 Shares 8,685 Est. Cost $90.80 Unrealized
VBR Vanguard Small-Cap Value ETF 0.1%
Value ($000) $503 Shares 3,359 Est. Cost $143.10 Unrealized
MUB iShares S&P National AMT-Free Municipal Bond ETF 0.1%
Value ($000) $502 Shares 4,718 Est. Cost $111.97 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $382 Shares 3,600 Est. Cost $126.54 Unrealized -1.1%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $350 Shares 681 Est. Cost $253.43 Unrealized +85.9%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $336 Shares 4,469 Est. Cost $85.13 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $305 Shares 6,381 Est. Cost $57.66 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $297 Shares 7,140 Est. Cost $43.56 Unrealized
OC Owens-Corning Inc 0.1%
Value ($000) $278 Shares 3,736 Est. Cost $91.89 Unrealized -3.9%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $276 Shares 1,012 Est. Cost $257.83 Unrealized +21.7%
PMAY INNOVATOR S AND P 500 PWR BFR ETF 0.1%
Value ($000) $270 Shares 9,873 Est. Cost $28.36 Unrealized
VSGX Vanguard ESG International Stock ETF 0.1%
Value ($000) $267 Shares 5,449 Est. Cost $57.22 Unrealized
EFA iShares MSCI EAFE 0.1%
Value ($000) $261 Shares 4,172 Est. Cost $70.03 Unrealized
PJUN Innovator S&P 500 Power Buffer ETF New 0.1%
Value ($000) $261 Shares 8,977 Est. Cost $30.08 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $258 Shares 1,954 Est. Cost $132.54 Unrealized
PDEC INNOVATOR S&P 500 POWER BUFFER ETF 0.1%
Value ($000) $250 Shares 8,710 Est. Cost $29.05 Unrealized
VUSB Vanguard Ultra-Short Bond ETF 0.1%
Value ($000) $245 Shares 4,976 Est. Cost $49.96 Unrealized
PAPR Innovator S&P 500 Power Bffr ETF Apr New 0.0%
Value ($000) $212 Shares 7,857 Est. Cost $27.24 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $181 Shares 770 Est. Cost $235.06 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $174 Shares 885 Est. Cost $196.61 Unrealized
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $173 Shares 2,935 Est. Cost $58.94 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $157 Shares 1,200 Est. Cost $130.83 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $149 Shares 581 Est. Cost $296.64 Unrealized -11.2%
PJUL Innovator S&P 500 Power Buffer ETF July 0.0%
Value ($000) $137 Shares 4,659 Est. Cost $28.76 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $132 Shares 3,642 Est. Cost $40.00 Unrealized 0.0%
ESGE iShares ESG Aware MSCI EM ETF 0.0%
Value ($000) $128 Shares 3,961 Est. Cost $36.73 Unrealized
KJUL INNOVATOR RUSSELL 2000 PWR BUFR ETF 0.0%
Value ($000) $126 Shares 5,410 Est. Cost $25.88 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $124 Shares 555 Est. Cost $225.99 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $118 Shares 2,672 Est. Cost $78.78 Unrealized
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $112 Shares 1,000 Est. Cost $108.69 Unrealized
DGRW WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $109 Shares 1,901 Est. Cost $57.34 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $104 Shares 3,315 Est. Cost $31.37 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $95 Shares 1,803 Est. Cost $52.69 Unrealized
GOOGL Alphabet Inc A 0.0%
Value ($000) $83 Shares 38 Est. Cost $126.30 Unrealized -7.5%
IWN iShares Russell 2000 Value 0.0%
Value ($000) $75 Shares 553 Est. Cost $135.09 Unrealized
KAPR INNOVATOR RUSSEL 2000 PWR BFR ETF 0.0%
Value ($000) $71 Shares 2,930 Est. Cost $26.96 Unrealized
PJAN Innovator S&P 500 Power Buffer ETF Jan 0.0%
Value ($000) $62 Shares 2,070 Est. Cost $31.40 Unrealized
KJAN INNOVATOR RUSSLL 2000 PWR BFR ETF 0.0%
Value ($000) $62 Shares 2,188 Est. Cost $30.62 Unrealized
IJAN Innovator MSCI EAFE Power Buffer ETF Jan 0.0%
Value ($000) $60 Shares 2,446 Est. Cost $26.17 Unrealized
EJAN Innovator MSCI Em Mkts Pwr Bffr ETF Jan 0.0%
Value ($000) $56 Shares 2,083 Est. Cost $30.24 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $55 Shares 311 Est. Cost $176.85 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $52 Shares 603 Est. Cost $79.58 Unrealized 0.0%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $43 Shares 2,053 Est. Cost $20.94 Unrealized
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $43 Shares 1,678 Est. Cost $60.85 Unrealized -48.7%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $39 Shares 619 Est. Cost $60.04 Unrealized 0.0%
AFRM Affirm Holdings Inc 0.0%
Value ($000) $38 Shares 2,112 Est. Cost $52.33 Unrealized -48.0%
DIS Walt Disney Co 0.0%
Value ($000) $38 Shares 400 Est. Cost $153.84 Unrealized -29.5%
MRK Merck & Co Inc 0.0%
Value ($000) $31 Shares 345 Est. Cost $79.21 Unrealized 0.0%
BAC Bank of America Corporation 0.0%
Value ($000) $31 Shares 985 Est. Cost $40.82 Unrealized -19.8%
GOVT iShares US Treasury Bond 0.0%
Value ($000) $30 Shares 1,241 Est. Cost $24.17 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $28 Shares 188 Est. Cost $18.84 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $28 Shares 456 Est. Cost $55.14 Unrealized -1.9%
TSLA Tesla Motors Inc 0.0%
Value ($000) $27 Shares 40 Est. Cost $272.96 Unrealized 0.0%
AEP American Electric Power Co Inc 0.0%
Value ($000) $25 Shares 261 Est. Cost $86.63 Unrealized 0.0%
SPTM SPDR Port S&P 1500 Comps Stk Mkt ETF 0.0%
Value ($000) $25 Shares 530 Est. Cost $49.43 Unrealized
GSIE Goldman Sachs ActiveBeta Intl Eq ETF 0.0%
Value ($000) $24 Shares 847 Est. Cost $28.34 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $24 Shares 166 Est. Cost $142.70 Unrealized 0.0%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $23 Shares 248 Est. Cost $92.74 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $22 Shares 261 Est. Cost $84.29 Unrealized
AGG iShares Core US Aggregate Bond 0.0%
Value ($000) $20 Shares 196 Est. Cost $102.04 Unrealized
Discover Financial Services 0.0%
Value ($000) $20 Shares 210 Est. Cost $95.24 Unrealized
GOOG Alphabet Inc C 0.0%
Value ($000) $20 Shares 9 Est. Cost $117.28 Unrealized 0.0%
VIDI Vident International Equity 0.0%
Value ($000) $18 Shares 819 Est. Cost $21.98 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $18 Shares 359 Est. Cost $40.11 Unrealized 0.0%
LOW Lowe's Companies Inc 0.0%
Value ($000) $18 Shares 101 Est. Cost $179.56 Unrealized 0.0%
V Visa Inc Class A 0.0%
Value ($000) $17 Shares 85 Est. Cost $210.05 Unrealized -4.3%
LLY Eli Lilly and Co 0.0%
Value ($000) $17 Shares 51 Est. Cost $290.91 Unrealized 0.0%
VEU Vanguard FTSE All-World ex-US ETF 0.0%
Value ($000) $17 Shares 338 Est. Cost $51.17 Unrealized
META Facebook Inc A 0.0%
Value ($000) $16 Shares 100 Est. Cost $248.19 Unrealized -22.8%
RGEN Repligen Corp 0.0%
Value ($000) $16 Shares 100 Est. Cost $189.96 Unrealized -16.7%
CVS CVS Health Corp 0.0%
Value ($000) $16 Shares 178 Est. Cost $85.91 Unrealized 0.0%
PG Procter & Gamble Co 0.0%
Value ($000) $16 Shares 111 Est. Cost $137.29 Unrealized 0.0%
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $15 Shares 197 Est. Cost $64.97 Unrealized 0.0%
IUSB iShares Core Total USD Bond Market 0.0%
Value ($000) $15 Shares 321 Est. Cost $46.73 Unrealized
H Hyatt Hotels Corp 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.70 Unrealized 0.0%
JNJ Johnson & Johnson 0.0%
Value ($000) $14 Shares 77 Est. Cost $151.80 Unrealized +5.4%
DG Dollar General Corp 0.0%
Value ($000) $14 Shares 59 Est. Cost $219.04 Unrealized 0.0%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $14 Shares 208 Est. Cost $67.31 Unrealized
WEC Wecenergy Group Inc 0.0%
Value ($000) $14 Shares 140 Est. Cost $77.35 Unrealized +15.6%
PFE Pfizer Inc 0.0%
Value ($000) $14 Shares 259 Est. Cost $38.11 Unrealized +10.2%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $14 Shares 355 Est. Cost $38.36 Unrealized 0.0%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $13 Shares 83 Est. Cost $145.52 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap 0.0%
Value ($000) $13 Shares 57 Est. Cost $210.78 Unrealized
HIG The Hartford Financial Services Group Inc 0.0%
Value ($000) $13 Shares 195 Est. Cost $65.15 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $13 Shares 332 Est. Cost $39.95 Unrealized 0.0%
CI Cigna Corp 0.0%
Value ($000) $13 Shares 50 Est. Cost $241.40 Unrealized 0.0%
CNC Centene Corp 0.0%
Value ($000) $12 Shares 140 Est. Cost $83.06 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $11 Shares 259 Est. Cost $38.45 Unrealized 0.0%
GE General Electric Co 0.0%
Value ($000) $11 Shares 175 Est. Cost $47.56 Unrealized 0.0%
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $11 Shares 600 Est. Cost $19.73 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $11 Shares 96 Est. Cost $133.66 Unrealized -15.4%
MA Mastercard Inc A 0.0%
Value ($000) $11 Shares 36 Est. Cost $337.29 Unrealized 0.0%
MCK McKesson Corp 0.0%
Value ($000) $11 Shares 34 Est. Cost $314.09 Unrealized 0.0%
IYR iShares US Real Estate 0.0%
Value ($000) $11 Shares 117 Est. Cost $90.72 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $11 Shares 30 Est. Cost $406.98 Unrealized 0.0%
QCOM QUALCOMM Inc 0.0%
Value ($000) $11 Shares 87 Est. Cost $124.91 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $10 Shares 44 Est. Cost $213.45 Unrealized 0.0%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $10 Shares 114 Est. Cost $79.36 Unrealized 0.0%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $10 Shares 224 Est. Cost $55.82 Unrealized 0.0%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $10 Shares 30 Est. Cost $323.74 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $10 Shares 20 Est. Cost $469.47 Unrealized 0.0%
SO Southern Co 0.0%
Value ($000) $10 Shares 135 Est. Cost $58.69 Unrealized +9.5%
KO Coca-Cola Co 0.0%
Value ($000) $10 Shares 160 Est. Cost $56.49 Unrealized +0.5%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $10 Shares 1,686 Est. Cost $10.15 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $10 Shares 238 Est. Cost $42.02 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $9 Shares 47 Est. Cost $196.27 Unrealized 0.0%
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $9 Shares 75 Est. Cost $44.03 Unrealized 0.0%
Tellurian Inc New 0.0%
Value ($000) $9 Shares 3,000 Est. Cost $5.33 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $9 Shares 75 Est. Cost $124.98 Unrealized 0.0%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $9 Shares 54 Est. Cost $174.57 Unrealized 0.0%
HD The Home Depot Inc 0.0%
Value ($000) $9 Shares 32 Est. Cost $313.99 Unrealized -14.3%
SNY Sanofi-Aventis SA 0.0%
Value ($000) $9 Shares 189 Est. Cost $47.62 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $9 Shares 16 Est. Cost $544.70 Unrealized 0.0%
Activision Blizzard Inc 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $9 Shares 47 Est. Cost $153.35 Unrealized 0.0%
ABBV AbbVie Inc 0.0%
Value ($000) $9 Shares 59 Est. Cost $134.11 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $9 Shares 35 Est. Cost $226.23 Unrealized 0.0%
Hess Corp 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $9 Shares 113 Est. Cost $72.42 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Corp 0.0%
Value ($000) $9 Shares 97 Est. Cost $79.38 Unrealized 0.0%
AMGN Amgen Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $218.58 Unrealized 0.0%
GRWG GrowGeneration Corp 0.0%
Value ($000) $8 Shares 2,174 Est. Cost $9.01 Unrealized -36.7%
COST Costco Wholesale Corp 0.0%
Value ($000) $8 Shares 16 Est. Cost $484.91 Unrealized 0.0%
HON Honeywell International Inc 0.0%
Value ($000) $8 Shares 48 Est. Cost $170.35 Unrealized -2.4%
NKE Nike Inc B 0.0%
Value ($000) $8 Shares 81 Est. Cost $111.29 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $93.61 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $30.19 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $8 Shares 48 Est. Cost $208.06 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $8 Shares 135 Est. Cost $59.26 Unrealized 0.0%
RUSHA Rush Enterprises Inc 0.0%
Value ($000) $8 Shares 157 Est. Cost $33.41 Unrealized 0.0%
Muscle Maker Inc 0.0%
Value ($000) $8 Shares 19,702 Est. Cost $0.51 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $7 Shares 205 Est. Cost $38.29 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $7 Shares 14 Est. Cost $428.58 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.62 Unrealized 0.0%
TMUS T-Mobile US Inc 0.0%
Value ($000) $7 Shares 49 Est. Cost $126.05 Unrealized 0.0%
KR The Kroger Co 0.0%
Value ($000) $7 Shares 145 Est. Cost $49.21 Unrealized 0.0%
The Interpublic Group of Companies Inc 0.0%
Value ($000) $7 Shares 240 Est. Cost $27.53 Unrealized 0.0%
EFG iShares MSCI Growth ETF 0.0%
Value ($000) $7 Shares 91 Est. Cost $76.92 Unrealized
KMI Kinder Morgan Inc P 0.0%
Value ($000) $7 Shares 418 Est. Cost $15.32 Unrealized 0.0%
Laboratory Corp of America Holdings 0.0%
Value ($000) $7 Shares 28 Est. Cost $250.00 Unrealized
EQNR EQUINOR ASA ADR 0.0%
Value ($000) $7 Shares 195 Est. Cost $35.90 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $7 Shares 133 Est. Cost $25.33 Unrealized 0.0%
D Dominion Resources Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $69.34 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $7 Shares 34 Est. Cost $183.04 Unrealized 0.0%
CSCO Cisco Systems Inc 0.0%
Value ($000) $7 Shares 157 Est. Cost $50.28 Unrealized -14.8%
NEM Newmont Mining Corp 0.0%
Value ($000) $7 Shares 116 Est. Cost $63.27 Unrealized 0.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $7 Shares 15 Est. Cost $432.80 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $7 Shares 46 Est. Cost $161.89 Unrealized 0.0%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $7 Shares 48 Est. Cost $150.99 Unrealized 0.0%
ABM ABM Industries Inc 0.0%
Value ($000) $7 Shares 165 Est. Cost $42.79 Unrealized 0.0%
TE Connectivity Ltd 0.0%
Value ($000) $7 Shares 58 Est. Cost $120.69 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $7 Shares 22 Est. Cost $301.65 Unrealized 0.0%
SBRA Sabra Health Care REIT Inc 0.0%
Value ($000) $7 Shares 520 Est. Cost $13.46 Unrealized
ORI Old Republic International Corp 0.0%
Value ($000) $6 Shares 284 Est. Cost $17.46 Unrealized 0.0%
CACI CACI International Inc 0.0%
Value ($000) $6 Shares 23 Est. Cost $278.17 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $6 Shares 142 Est. Cost $41.23 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $6 Shares 13 Est. Cost $461.54 Unrealized
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $6 Shares 35 Est. Cost $199.33 Unrealized 0.0%
TRV The Travelers Companies Inc 0.0%
Value ($000) $6 Shares 36 Est. Cost $161.81 Unrealized 0.0%
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
RS Reliance Steel & Aluminum Co 0.0%
Value ($000) $6 Shares 34 Est. Cost $186.76 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $6 Shares 133 Est. Cost $41.90 Unrealized 0.0%
USFD US Food Holding Corp 0.0%
Value ($000) $6 Shares 186 Est. Cost $33.82 Unrealized 0.0%
SYY Sysco Corp 0.0%
Value ($000) $6 Shares 75 Est. Cost $75.73 Unrealized 0.0%
Hanesbrands Inc 0.0%
Value ($000) $6 Shares 548 Est. Cost $10.95 Unrealized
SHEL SHELL ADR EACH REP 2 ORD WI 0.0%
Value ($000) $6 Shares 114 Est. Cost $52.63 Unrealized
ASML ASML Holding NV ADR 0.0%
Value ($000) $6 Shares 12 Est. Cost $500.00 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $6 Shares 28 Est. Cost $202.51 Unrealized 0.0%
PCAR PACCAR Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $48.56 Unrealized 0.0%
CDW CDW Corp 0.0%
Value ($000) $6 Shares 35 Est. Cost $160.53 Unrealized 0.0%
NEE NextEra Energy Inc 0.0%
Value ($000) $6 Shares 77 Est. Cost $68.84 Unrealized 0.0%
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $6 Shares 48 Est. Cost $114.03 Unrealized 0.0%
CVI CVR Energy Inc 0.0%
Value ($000) $6 Shares 184 Est. Cost $22.94 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $6 Shares 59 Est. Cost $95.38 Unrealized 0.0%
WBD WIMM-BILL-DANN FOODS OJSC ADSS EACH R 0.0%
Value ($000) $6 Shares 439 Est. Cost $18.55 Unrealized 0.0%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $6 Shares 50 Est. Cost $233.33 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $6 Shares 94 Est. Cost $58.25 Unrealized 0.0%
CBRE CBRE Group Inc 0.0%
Value ($000) $5 Shares 65 Est. Cost $80.50 Unrealized 0.0%
DOX Amdocs Ltd 0.0%
Value ($000) $5 Shares 64 Est. Cost $76.07 Unrealized 0.0%
PVH PVH Corp 0.0%
Value ($000) $5 Shares 84 Est. Cost $68.67 Unrealized 0.0%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $5 Shares 3 Est. Cost $2099.09 Unrealized 0.0%
AYI Acuity Brands Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $167.88 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 19 Est. Cost $267.66 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 8 Est. Cost $646.43 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $5 Shares 42 Est. Cost $106.10 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $284.96 Unrealized 0.0%
SAH Sonic Automotive Inc 0.0%
Value ($000) $5 Shares 142 Est. Cost $42.93 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $5 Shares 62 Est. Cost $70.38 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $5 Shares 27 Est. Cost $234.60 Unrealized 0.0%
EXPD Expeditors International of Washington Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $97.86 Unrealized 0.0%
FDX FedEx Corp 0.0%
Value ($000) $5 Shares 21 Est. Cost $196.73 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $4 Shares 29 Est. Cost $173.89 Unrealized 0.0%
Linde plc 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.71 Unrealized
LYB LyondellBasell Industries NV 0.0%
Value ($000) $4 Shares 43 Est. Cost $79.53 Unrealized 0.0%
MCO Moody's Corporation 0.0%
Value ($000) $4 Shares 13 Est. Cost $290.01 Unrealized 0.0%
MSCI MSCI Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $417.79 Unrealized 0.0%
PFGC Performance Food Group Co 0.0%
Value ($000) $4 Shares 82 Est. Cost $46.18 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $123.36 Unrealized 0.0%
RRX Regal Beloit Corp 0.0%
Value ($000) $4 Shares 37 Est. Cost $127.16 Unrealized 0.0%
RGA Reinsurance Group of America Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $116.04 Unrealized 0.0%
SPGI S&Pglobal Inc Com 0.0%
Value ($000) $4 Shares 11 Est. Cost $345.63 Unrealized 0.0%
STX Seagate Technology PLC 0.0%
Value ($000) $4 Shares 54 Est. Cost $71.80 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $95.32 Unrealized 0.0%
SONY Sony Group Corp 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $106.65 Unrealized 0.0%
STT State Street Corporation 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.27 Unrealized 0.0%
SYF Synchrony Financial 0.0%
Value ($000) $4 Shares 150 Est. Cost $31.88 Unrealized 0.0%
AMT American Tower Corp 0.0%
Value ($000) $4 Shares 14 Est. Cost $222.20 Unrealized 0.0%
BBY Best Buy Co Inc 0.0%
Value ($000) $4 Shares 69 Est. Cost $69.83 Unrealized 0.0%
AVGO Broadcom Inc Com 0.0%
Value ($000) $4 Shares 8 Est. Cost $52.39 Unrealized 0.0%
CatchMark Timber Trust Inc 0.0%
Value ($000) $4 Shares 404 Est. Cost $9.90 Unrealized
CEG Constellation Energy Co. 0.0%
Value ($000) $4 Shares 71 Est. Cost $58.42 Unrealized 0.0%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $4 Shares 54 Est. Cost $81.46 Unrealized 0.0%
FCNCA First Citizens BancShares Inc DE 0.0%
Value ($000) $4 Shares 6 Est. Cost $643.52 Unrealized 0.0%
HSY The Hershey Co 0.0%
Value ($000) $4 Shares 18 Est. Cost $198.68 Unrealized 0.0%
TFC Truist Finl Corp Com 0.0%
Value ($000) $4 Shares 93 Est. Cost $40.78 Unrealized 0.0%
VLO Valero Energy Corp 0.0%
Value ($000) $4 Shares 34 Est. Cost $76.96 Unrealized +37.6%
WPP Wausau Paper Corp. 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.45 Unrealized
CTSH Cognizant Technology Solutions Corp A 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.07 Unrealized 0.0%
CHDN Churchill Downs Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $98.11 Unrealized 0.0%
VNQI Vanguard Global ex-US Real Estate ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $56.21 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc 0.0%
Value ($000) $3 Shares 491 Est. Cost $6.11 Unrealized
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $3 Shares 2 Est. Cost $27.86 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.04 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $3 Shares 432 Est. Cost $6.94 Unrealized
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.47 Unrealized
ACN Accenture PLC A 0.0%
Value ($000) $3 Shares 12 Est. Cost $284.60 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $106.08 Unrealized 0.0%
LNG Cheniere Energy Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.20 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Company, Ltd. 0.0%
Value ($000) $3 Shares 32 Est. Cost $104.69 Unrealized
ARGX Argenx Se Sponsored Adr 0.0%
Value ($000) $3 Shares 7 Est. Cost $428.57 Unrealized
ARW Arrow Electronics Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $116.75 Unrealized 0.0%
Total Sa 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.79 Unrealized 0.0%
IGF iShares Global Infrastructure 0.0%
Value ($000) $3 Shares 56 Est. Cost $53.57 Unrealized
SE Spectra Energy Corp. 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
WSM Williams-Sonoma Inc 0.0%
Value ($000) $3 Shares 28 Est. Cost $60.24 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $166.76 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $3 Shares 33 Est. Cost $114.42 Unrealized 0.0%
IX ORIX Corp 0.0%
Value ($000) $3 Shares 39 Est. Cost $76.92 Unrealized
BHP BHP Billiton, Ltd. 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
JNK SPDR Blmbg Barclays High Yield Bd ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
BDX Becton, Dickinson and Co 0.0%
Value ($000) $3 Shares 11 Est. Cost $238.45 Unrealized 0.0%
COMT iShares GSCI Cmd Dyn Roll Stgy ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.04 Unrealized
TIP iShares TIPS Bond 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
EL The Estee Lauder Companies Inc Class A 0.0%
Value ($000) $3 Shares 11 Est. Cost $238.47 Unrealized 0.0%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $3 Shares 33 Est. Cost $104.21 Unrealized 0.0%
ALK Alaska Air Group Inc 0.0%
Value ($000) $3 Shares 69 Est. Cost $48.82 Unrealized 0.0%
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $3 Shares 77 Est. Cost $38.96 Unrealized
JBHT JB Hunt Transport Services Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $163.33 Unrealized 0.0%
JD JD.com Inc ADR 0.0%
Value ($000) $3 Shares 39 Est. Cost $76.92 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $3 Shares 8 Est. Cost $394.39 Unrealized 0.0%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $3 Shares 74 Est. Cost $45.27 Unrealized 0.0%
ZM Zoom video communications-A 0.0%
Value ($000) $3 Shares 24 Est. Cost $105.46 Unrealized 0.0%
EQIX Equinix Inc 0.0%
Value ($000) $3 Shares 4 Est. Cost $643.06 Unrealized 0.0%
EFX Equifax Inc 0.0%
Value ($000) $3 Shares 16 Est. Cost $194.89 Unrealized 0.0%
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $3 Shares 14 Est. Cost $226.36 Unrealized 0.0%
HUBB Hubbell Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $178.41 Unrealized 0.0%
MTG MGIC Investment Corp 0.0%
Value ($000) $3 Shares 232 Est. Cost $13.15 Unrealized 0.0%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $3 Shares 274 Est. Cost $11.78 Unrealized -4.9%
MUFG Mitsubishi UFJ Financial Group Inc. 0.0%
Value ($000) $3 Shares 489 Est. Cost $6.13 Unrealized
AIG American International Group Inc 0.0%
Value ($000) $3 Shares 64 Est. Cost $53.46 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $225.90 Unrealized 0.0%
GEN Symantec Corp 0.0%
Value ($000) $2 Shares 75 Est. Cost $22.74 Unrealized 0.0%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.94 Unrealized 0.0%
TPR Tapestry Inc 0.0%
Value ($000) $2 Shares 76 Est. Cost $29.52 Unrealized 0.0%
RBLX Roblox Corp Com Cl A 0.0%
Value ($000) $2 Shares 50 Est. Cost $69.70 Unrealized -51.8%
RF Regions Financial Corp 0.0%
Value ($000) $2 Shares 119 Est. Cost $17.59 Unrealized 0.0%
PUK Prudential PLC 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.53 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $88.48 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $54.37 Unrealized 0.0%
PFG Principal Financial Group Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $61.74 Unrealized 0.0%
POR Portland General Electric Co 0.0%
Value ($000) $2 Shares 49 Est. Cost $42.31 Unrealized 0.0%
PLNT Planet Fitness Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.89 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
PDD Pinduoduo Inc Sponsored Ads 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $2 Shares 24 Est. Cost $33.59 Unrealized 0.0%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.41 Unrealized 0.0%
PCG PG&E Corp 0.0%
Value ($000) $2 Shares 204 Est. Cost $11.63 Unrealized 0.0%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $2 Shares 21 Est. Cost $78.47 Unrealized 0.0%
PEP PepsiCo Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $149.80 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.55 Unrealized 0.0%
T AT&T Inc 0.0%
Value ($000) $2 Shares 92 Est. Cost $16.30 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COMMON STOCK 0.0%
Value ($000) $2 Shares 89 Est. Cost $37.85 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $88.67 Unrealized 0.0%
OSK Oshkosh Corp 0.0%
Value ($000) $2 Shares 26 Est. Cost $85.88 Unrealized 0.0%
BlackRock Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $500.00 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $69.84 Unrealized 0.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $65.19 Unrealized 0.0%
BTI British American Tobacco PLC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $128.50 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.64 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $197.29 Unrealized 0.0%
CE Celanese Corp 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.03 Unrealized 0.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $487.53 Unrealized 0.0%
NICE NICE Ltd 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $22.17 Unrealized 0.0%
COP ConocoPhillips 0.0%
Value ($000) $2 Shares 21 Est. Cost $89.94 Unrealized 0.0%
CRH PLC ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
CRWD CrowdStrike Holdings Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.10 Unrealized 0.0%
CCI Crown Castle International Corp 0.0%
Value ($000) $2 Shares 9 Est. Cost $150.18 Unrealized 0.0%
RTX ML RSL2K ARBMNS 0.0%
Value ($000) $2 Shares 21 Est. Cost $88.52 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $2 Shares 81 Est. Cost $37.88 Unrealized -2.1%
MDT Medtronic PLC 0.0%
Value ($000) $2 Shares 18 Est. Cost $90.37 Unrealized 0.0%
DEO Diageo PLC 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
MTCH Match Group Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.23 Unrealized 0.0%
DXC DXC Technology Co 0.0%
Value ($000) $2 Shares 66 Est. Cost $31.03 Unrealized 0.0%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $2 Shares 826 Est. Cost $2.42 Unrealized
E Eni SpA ADR 0.0%
Value ($000) $2 Shares 73 Est. Cost $27.40 Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $2 Shares 170 Est. Cost $11.76 Unrealized
ESNT Essent Group Ltd 0.0%
Value ($000) $2 Shares 49 Est. Cost $38.19 Unrealized 0.0%
LNC Lincoln National Corp 0.0%
Value ($000) $2 Shares 47 Est. Cost $46.00 Unrealized 0.0%
LEA Lear Corp 0.0%
Value ($000) $2 Shares 19 Est. Cost $119.97 Unrealized 0.0%
KEY KeyCorp 0.0%
Value ($000) $2 Shares 112 Est. Cost $15.91 Unrealized 0.0%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $2 Shares 55 Est. Cost $32.43 Unrealized 0.0%
FLS Flowserve Corp 0.0%
Value ($000) $2 Shares 60 Est. Cost $29.56 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $2 Shares 145 Est. Cost $10.55 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $59.39 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $150.98 Unrealized 0.0%
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
IXN iShares Global Tech ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
IXG iShares Global Financials 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
VLUE iShares Edge MSCI USA Value Factor ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $208.79 Unrealized 0.0%
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
IQV Iqvia Hldgs Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $217.16 Unrealized 0.0%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $2 Shares 46 Est. Cost $41.75 Unrealized 0.0%
IBM International Business Machines Corp 0.0%
Value ($000) $2 Shares 15 Est. Cost $117.50 Unrealized 0.0%
IBN ICICI Bank Ltd. ADR 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $194.80 Unrealized 0.0%
HDB HDFC Bank Ltd. ADR 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
SNAP Snap Inc Cl A 0.0%
Value ($000) $2 Shares 129 Est. Cost $22.80 Unrealized 0.0%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $80.35 Unrealized
ST SPS Technologies, Inc. 0.0%
Value ($000) $2 Shares 37 Est. Cost $46.03 Unrealized 0.0%
STM STMicroelectronics NV 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.09 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $208.80 Unrealized 0.0%
IHG InterContinental Hotels Group PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.93 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $1 Shares 45 Est. Cost $30.95 Unrealized 0.0%
MNST Monster Beverage Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.49 Unrealized 0.0%
MDB Mongodb Inc Cl A 0.0%
Value ($000) $1 Shares 4 Est. Cost $312.62 Unrealized 0.0%
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.24 Unrealized 0.0%
MRNA Moderna Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $142.94 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.99 Unrealized 0.0%
DE Deere & Co 0.0%
Value ($000) $1 Shares 4 Est. Cost $349.66 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $407.78 Unrealized 0.0%
DXCM DexCom Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $91.26 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $157.56 Unrealized 0.0%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $161.97 Unrealized 0.0%
MU Micron Technology Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $66.51 Unrealized 0.0%
AEE Ameren Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $82.76 Unrealized 0.0%
IEX IDEX Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $179.70 Unrealized 0.0%
XYL Xylem Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $79.02 Unrealized 0.0%
WIX Wix.com Ltd 0.0%
Value ($000) $1 Shares 14 Est. Cost $73.23 Unrealized 0.0%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.02 Unrealized 0.0%
Amcor Plc Com Usd0.01 0.0%
Value ($000) $1 Shares 61 Est. Cost $10.63 Unrealized 0.0%
DOCU Docusign INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.96 Unrealized 0.0%
NET Cloudflare Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.02 Unrealized 0.0%
CME CME Group Inc Class A 0.0%
Value ($000) $1 Shares 4 Est. Cost $181.95 Unrealized 0.0%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.82 Unrealized 0.0%
SPEM SPDR S&P Emerging Markets ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $39.41 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $228.42 Unrealized 0.0%
CTRA Contura Energy Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.63 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.05 Unrealized 0.0%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
MMM 3M Co 0.0%
Value ($000) $1 Shares 9 Est. Cost $105.20 Unrealized 0.0%
DTE DTE Energy Co 0.0%
Value ($000) $1 Shares 9 Est. Cost $115.05 Unrealized 0.0%
MAS Masco Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.33 Unrealized 0.0%
Duke Realty Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $151.71 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $91.37 Unrealized 0.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $147.33 Unrealized -10.0%
EBAY eBay Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $45.42 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.41 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $103.52 Unrealized 0.0%
ESTC Elastic NV 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.83 Unrealized 0.0%
LOGI Logitech International SA 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.52 Unrealized 0.0%
TELFY Telefonica SA 0.0%
Value ($000) $1 Shares 164 Est. Cost $6.10 Unrealized
HUBS HubSpot Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $365.21 Unrealized 0.0%
ENPH Enphase Energy Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $180.77 Unrealized 0.0%
EOG EOG Resources Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $105.75 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.64 Unrealized 0.0%
PPL PPL Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.30 Unrealized 0.0%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $416.87 Unrealized 0.0%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
HMC Honda Motor Co., Ltd. 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.11 Unrealized 0.0%
EXAS Exact Sciences Corp 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.47 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.63 Unrealized 0.0%
ALLY Ally Financial Inc 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.84 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.25 Unrealized 0.0%
DOC Healthpeak Properties Ord 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.49 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $53.50 Unrealized 0.0%
FAST Fastenal Co 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.63 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.86 Unrealized 0.0%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $64.30 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 18 Est. Cost $22.92 Unrealized +41.0%
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $322.31 Unrealized 0.0%
Fleetcor Technologies Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $283.57 Unrealized 0.0%
FMC FMC Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $106.89 Unrealized 0.0%
TDOC Teladoc Health Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.47 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.84 Unrealized 0.0%
FBIN Fortune Brands Home & Security Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $55.09 Unrealized 0.0%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.93 Unrealized 0.0%
IT Gartner Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $266.05 Unrealized 0.0%
PGR Progressive Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.34 Unrealized 0.0%
TS Tenaris SA 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.16 Unrealized 0.0%
VEEV Veeva Systems Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $184.01 Unrealized 0.0%
TXT Textron Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $65.35 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.14 Unrealized 0.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.88 Unrealized 0.0%
Westrock Co 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $182.08 Unrealized 0.0%
GTM ZoomInfo Technologies Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.12 Unrealized 0.0%
KHC The Kraft Heinz Co 0.0%
Value ($000) $1 Shares 15 Est. Cost $33.56 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $119.87 Unrealized 0.0%
SMG The Scotts Miracle Gro Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.03 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $211.86 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $1 Shares 3 Est. Cost $288.90 Unrealized 0.0%
TJX TJX Companies Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $57.42 Unrealized 0.0%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
O Realty Income Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.50 Unrealized 0.0%
RELX Relx Plc American Depositary Shares 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.06 Unrealized 0.0%
TT TRANSTECHNOLOGY CORP. 0.0%
Value ($000) $1 Shares 11 Est. Cost $132.26 Unrealized 0.0%
XEL Xcel Energy Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $64.35 Unrealized 0.0%
SAN Banco Santander SA ADR 0.0%
Value ($000) $1 Shares 294 Est. Cost $3.40 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.62 Unrealized 0.0%
TRU TransUnion 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.35 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $1 Shares 5 Est. Cost $147.52 Unrealized 0.0%
EQH Axa Equitable Holdings 0.0%
Value ($000) $1 Shares 43 Est. Cost $26.41 Unrealized 0.0%
OGN Organon &Co Common Stock 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.56 Unrealized +3.3%
BSX Boston Scientific Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $40.71 Unrealized 0.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $1 Shares 32 Est. Cost $33.56 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $170.18 Unrealized 0.0%
WRB WR Berkley Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $41.54 Unrealized 0.0%
UBS UBS Group AG 0.0%
Value ($000) $1 Shares 55 Est. Cost $17.53 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.13 Unrealized 0.0%
CNQ Canadian Natural Resource 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.60 Unrealized 0.0%
CAJPY Canon, Inc. 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
AVB AvalonBay Communities Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $189.75 Unrealized 0.0%
ShockWave Medical Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $192.30 Unrealized 0.0%
RIO Rio Tinto PLC ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $1 Shares 3 Est. Cost $248.17 Unrealized 0.0%
CELH Celsius Holdings Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $19.28 Unrealized 0.0%
CVE Cenovus Energy, Inc. 0.0%
Value ($000) $1 Shares 38 Est. Cost $18.15 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $226.47 Unrealized 0.0%
SCHW Charles Schwab Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $65.53 Unrealized 0.0%
SBAC SBA Communications Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $317.61 Unrealized 0.0%
MT ArcelorMittal 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $404.46 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.64 Unrealized 0.0%
IP International Paper Co 0.0%
Value ($000) $1 Shares 24 Est. Cost $39.31 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.44 Unrealized 0.0%
AWK American Water Works Co Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $141.01 Unrealized 0.0%
Natwest Group Adr Rep 2 Ord 0.0%
Value ($000) $1 Shares 246 Est. Cost $4.07 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $0 Shares 6 Est. Cost $87.09 Unrealized 0.0%
ALGN Align Technology Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $307.23 Unrealized 0.0%
NIO Nuveen Municipal Opportunity 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
GAP Gap Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $13.45 Unrealized -26.7%
VTRS Mylan Nv 0.0%
Value ($000) $0 Shares 20 Est. Cost $12.64 Unrealized -26.5%
Twitter Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
WDS Woodside Petroleum Ltd 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NNVC Nanoviricides Inc 0.0%
Value ($000) $0 Shares 65 Est. Cost $3.64 Unrealized -49.5%
BF/B Brown-Forman Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $62.52 Unrealized 0.0%