BFSG, LLC Diversified Active

CIK: 0001706836 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $631,505 (100.0% shares, 0.0% debt)

Holdings (189)

WESTERN AST INFL LKD OPP & I 4.4%
Value ($000) $27,952 Shares 2,184,799 Est. Cost $12.13 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $17,607 Shares 77,337 Est. Cost $165.43 Unrealized
IAU ISHARES GOLD TR 2.7%
Value ($000) $17,218 Shares 467,509 Est. Cost $33.41 Unrealized
GLD SPDR GOLD TR 2.7%
Value ($000) $17,068 Shares 94,480 Est. Cost $142.13 Unrealized
WY WEYERHAEUSER CO MTN BE 2.7%
Value ($000) $16,767 Shares 424,041 Est. Cost $28.56 Unrealized +19.5%
MSFT MICROSOFT CORP 2.6%
Value ($000) $16,596 Shares 53,828 Est. Cost $63.63 Unrealized +358.0%
CSX CSX CORP 2.0%
Value ($000) $12,928 Shares 345,199 Est. Cost $27.75 Unrealized +20.7%
SCHZ SCHWAB STRATEGIC TR 2.0%
Value ($000) $12,444 Shares 246,069 Est. Cost $53.94 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $12,187 Shares 26,985 Est. Cost $449.03 Unrealized
CHD CHURCH & DWIGHT CO INC 1.9%
Value ($000) $11,819 Shares 118,929 Est. Cost $63.15 Unrealized +50.6%
MRVL MARVELL TECHNOLOGY INC 1.9%
Value ($000) $11,779 Shares 164,262 Est. Cost $58.88 Unrealized +20.4%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $11,612 Shares 42,557 Est. Cost $16.71 Unrealized +49.8%
SCHP SCHWAB STRATEGIC TR 1.8%
Value ($000) $11,123 Shares 183,209 Est. Cost $56.53 Unrealized
XOM EXXON MOBIL CORP 1.7%
Value ($000) $10,618 Shares 147,721 Est. Cost $60.01 Unrealized +13.1%
FNV FRANCO NEV CORP 1.5%
Value ($000) $9,780 Shares 61,306 Est. Cost $138.17 Unrealized +0.5%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $9,742 Shares 115,004 Est. Cost $59.51 Unrealized +21.1%
VWO VANGUARD INTL EQUITY INDEX F 1.5%
Value ($000) $9,187 Shares 199,148 Est. Cost $41.45 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $9,070 Shares 116,147 Est. Cost $82.72 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $8,962 Shares 160,728 Est. Cost $33.92 Unrealized +48.2%
IJS ISHARES TR 1.4%
Value ($000) $8,662 Shares 84,595 Est. Cost $102.15 Unrealized
NSC NORFOLK SOUTHN CORP 1.4%
Value ($000) $8,568 Shares 30,039 Est. Cost $161.51 Unrealized +56.6%
IVV ISHARES TR 1.3%
Value ($000) $8,511 Shares 18,760 Est. Cost $255.21 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $7,956 Shares 156,177 Est. Cost $36.77 Unrealized +12.9%
WMT WALMART INC 1.2%
Value ($000) $7,418 Shares 50,569 Est. Cost $37.66 Unrealized +18.4%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $7,058 Shares 12,257 Est. Cost $201.48 Unrealized +148.6%
KBR KBR INC 1.1%
Value ($000) $6,845 Shares 125,072 Est. Cost $24.89 Unrealized +87.2%
WM WASTE MGMT INC DEL 1.1%
Value ($000) $6,676 Shares 40,843 Est. Cost $124.48 Unrealized +14.5%
JMST J P MORGAN EXCHANGE-TRADED F 1.0%
Value ($000) $6,600 Shares 130,340 Est. Cost $50.94 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.0%
Value ($000) $6,408 Shares 122,202 Est. Cost $54.89 Unrealized
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $6,052 Shares 79,810 Est. Cost $62.44 Unrealized +15.8%
PCH POTLATCHDELTIC CORPORATION 1.0%
Value ($000) $6,040 Shares 114,553 Est. Cost $41.99 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.9%
Value ($000) $5,815 Shares 115,670 Est. Cost $50.26 Unrealized
IEF ISHARES TR 0.9%
Value ($000) $5,432 Shares 50,543 Est. Cost $114.68 Unrealized
ESLT ELBIT SYS LTD 0.9%
Value ($000) $5,415 Shares 24,562 Est. Cost $147.28 Unrealized +23.7%
GOOG ALPHABET INC 0.8%
Value ($000) $5,363 Shares 1,920 Est. Cost $136.97 Unrealized -1.5%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $5,328 Shares 22,093 Est. Cost $136.31 Unrealized +50.3%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $5,310 Shares 15,747 Est. Cost $117.33 Unrealized +171.5%
FHB FIRST HAWAIIAN INC 0.8%
Value ($000) $5,139 Shares 184,270 Est. Cost $24.04 Unrealized 0.0%
FXY INVESCO CURRENCYSHARES JAPAN 0.8%
Value ($000) $5,061 Shares 65,780 Est. Cost $84.45 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.8%
Value ($000) $4,893 Shares 61,906 Est. Cost $61.15 Unrealized
DOW DOW INC 0.8%
Value ($000) $4,792 Shares 75,202 Est. Cost $26.85 Unrealized +79.7%
HD HOME DEPOT INC 0.8%
Value ($000) $4,745 Shares 15,853 Est. Cost $116.39 Unrealized +169.8%
PARAMOUNT GLOBAL 0.7%
Value ($000) $4,692 Shares 124,092 Est. Cost $30.93 Unrealized
SYY SYSCO CORP 0.7%
Value ($000) $4,563 Shares 55,880 Est. Cost $61.77 Unrealized +17.6%
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $4,511 Shares 63,728 Est. Cost $62.96 Unrealized
SLV ISHARES SILVER TR 0.7%
Value ($000) $4,499 Shares 196,638 Est. Cost $21.51 Unrealized
LINDE PLC 0.7%
Value ($000) $4,342 Shares 13,593 Est. Cost $172.08 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $4,327 Shares 28,320 Est. Cost $75.99 Unrealized +87.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $4,240 Shares 26,040 Est. Cost $77.04 Unrealized +59.3%
NUVEEN MUN VALUE FD INC 0.7%
Value ($000) $4,225 Shares 440,977 Est. Cost $10.50 Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $4,140 Shares 68,343 Est. Cost $40.02 Unrealized +58.0%
JPIE J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $4,122 Shares 85,895 Est. Cost $47.99 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.6%
Value ($000) $4,023 Shares 216,530 Est. Cost $16.00 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,981 Shares 22,463 Est. Cost $97.31 Unrealized +56.0%
ABBV ABBVIE INC 0.6%
Value ($000) $3,937 Shares 24,284 Est. Cost $45.28 Unrealized +179.1%
RY ROYAL BK CDA 0.6%
Value ($000) $3,928 Shares 35,618 Est. Cost $74.01 Unrealized +51.5%
VDE VANGUARD WORLD FDS 0.6%
Value ($000) $3,885 Shares 36,292 Est. Cost $78.37 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3,805 Shares 10,647 Est. Cost $174.26 Unrealized +101.8%
PFE PFIZER INC 0.6%
Value ($000) $3,800 Shares 73,408 Est. Cost $24.29 Unrealized +74.8%
FAST FASTENAL CO 0.6%
Value ($000) $3,647 Shares 61,402 Est. Cost $12.11 Unrealized +109.8%
IEI ISHARES TR 0.6%
Value ($000) $3,557 Shares 29,147 Est. Cost $123.73 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,471 Shares 25,464 Est. Cost $93.13 Unrealized +43.5%
SYK STRYKER CORPORATION 0.5%
Value ($000) $3,178 Shares 11,886 Est. Cost $117.83 Unrealized +110.7%
FUL FULLER H B CO 0.5%
Value ($000) $3,079 Shares 46,599 Est. Cost $44.13 Unrealized +51.6%
MCD MCDONALDS CORP 0.5%
Value ($000) $3,075 Shares 12,437 Est. Cost $218.96 Unrealized +4.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,938 Shares 13,701 Est. Cost $136.91 Unrealized +29.4%
MWA MUELLER WTR PRODS INC 0.5%
Value ($000) $2,922 Shares 226,160 Est. Cost $9.19 Unrealized +32.1%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,888 Shares 28,534 Est. Cost $53.05 Unrealized +73.4%
SHY ISHARES TR 0.5%
Value ($000) $2,861 Shares 34,324 Est. Cost $83.93 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,824 Shares 60,311 Est. Cost $35.91 Unrealized +19.3%
RYN RAYONIER INC 0.4%
Value ($000) $2,774 Shares 67,457 Est. Cost $27.69 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $2,758 Shares 26,520 Est. Cost $37.68 Unrealized +94.9%
VMC VULCAN MATLS CO 0.4%
Value ($000) $2,668 Shares 14,525 Est. Cost $140.46 Unrealized +28.8%
NKE NIKE INC 0.4%
Value ($000) $2,656 Shares 19,736 Est. Cost $55.60 Unrealized +137.3%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $2,499 Shares 33,968 Est. Cost $29.07 Unrealized +3.5%
KDP KEURIG DR PEPPER INC 0.4%
Value ($000) $2,462 Shares 64,966 Est. Cost $24.44 Unrealized +39.8%
UFPI UFP INDUSTRIES INC 0.4%
Value ($000) $2,450 Shares 31,758 Est. Cost $54.88 Unrealized +52.0%
IHDG WISDOMTREE TR 0.4%
Value ($000) $2,405 Shares 56,009 Est. Cost $37.19 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,397 Shares 21,604 Est. Cost $71.33 Unrealized +31.3%
MRK MERCK & CO INC 0.4%
Value ($000) $2,336 Shares 28,469 Est. Cost $47.59 Unrealized +46.8%
CENT CENTRAL GARDEN & PET CO 0.4%
Value ($000) $2,297 Shares 52,248 Est. Cost $39.34 Unrealized -7.7%
XYL XYLEM INC 0.4%
Value ($000) $2,267 Shares 22,765 Est. Cost $90.54 Unrealized +0.9%
CMC COMMERCIAL METALS CO 0.3%
Value ($000) $2,201 Shares 52,878 Est. Cost $19.17 Unrealized +85.7%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $2,174 Shares 19,577 Est. Cost $34.27 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $2,153 Shares 19,868 Est. Cost $115.18 Unrealized
M D C HLDGS INC 0.3%
Value ($000) $2,148 Shares 56,759 Est. Cost $47.84 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $2,136 Shares 27,535 Est. Cost $63.82 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.3%
Value ($000) $2,091 Shares 42,820 Est. Cost $35.63 Unrealized +10.3%
MOG/A MOOG INC 0.3%
Value ($000) $2,066 Shares 23,527 Est. Cost $79.78 Unrealized -1.8%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,944 Shares 24,176 Est. Cost $60.96 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,939 Shares 3,803 Est. Cost $397.80 Unrealized +13.4%
BCE BCE INC 0.3%
Value ($000) $1,911 Shares 34,459 Est. Cost $27.73 Unrealized +44.2%
PEP PEPSICO INC 0.3%
Value ($000) $1,779 Shares 10,627 Est. Cost $113.46 Unrealized +30.8%
HOLX HOLOGIC INC 0.3%
Value ($000) $1,778 Shares 23,150 Est. Cost $74.97 Unrealized -4.1%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $1,765 Shares 6,481 Est. Cost $305.30 Unrealized -7.6%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,723 Shares 21,668 Est. Cost $82.06 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,710 Shares 20,129 Est. Cost $62.13 Unrealized +7.7%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,685 Shares 2,852 Est. Cost $544.65 Unrealized +4.3%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,620 Shares 21,362 Est. Cost $48.09 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.3%
Value ($000) $1,588 Shares 17,231 Est. Cost $86.33 Unrealized -0.1%
RVTY PERKINELMER INC 0.2%
Value ($000) $1,534 Shares 8,793 Est. Cost $174.45 Unrealized +0.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,499 Shares 3,395 Est. Cost $321.90 Unrealized +13.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,496 Shares 538 Est. Cost $135.04 Unrealized -0.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,445 Shares 3,172 Est. Cost $601.78 Unrealized -20.1%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,390 Shares 8,813 Est. Cost $162.76 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,359 Shares 2,878 Est. Cost $463.57 Unrealized -5.3%
WAFD WASHINGTON FED INC 0.2%
Value ($000) $1,350 Shares 41,126 Est. Cost $29.90 Unrealized +2.3%
TSLA TESLA INC 0.2%
Value ($000) $1,293 Shares 1,200 Est. Cost $235.37 Unrealized +32.3%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,270 Shares 3,058 Est. Cost $401.51 Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $1,213 Shares 7,189 Est. Cost $157.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,185 Shares 7,310 Est. Cost $153.59 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.2%
Value ($000) $1,139 Shares 13,748 Est. Cost $91.53 Unrealized -2.6%
ALTRA INDL MOTION CORP 0.2%
Value ($000) $1,109 Shares 28,490 Est. Cost $54.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,105 Shares 6,953 Est. Cost $149.85 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,091 Shares 7,327 Est. Cost $133.04 Unrealized -13.9%
CC CHEMOURS CO 0.2%
Value ($000) $1,000 Shares 31,773 Est. Cost $27.14 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $994 Shares 4,746 Est. Cost $202.93 Unrealized +0.4%
DXCM DEXCOM INC 0.2%
Value ($000) $973 Shares 1,901 Est. Cost $126.39 Unrealized -13.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $958 Shares 4,924 Est. Cost $194.60 Unrealized -12.5%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $951 Shares 4,711 Est. Cost $157.13 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $946 Shares 2,223 Est. Cost $93.88 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $936 Shares 27,877 Est. Cost $28.75 Unrealized -1.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $935 Shares 5,788 Est. Cost $135.45 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $911 Shares 1,895 Est. Cost $499.50 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $900 Shares 16,714 Est. Cost $77.79 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $897 Shares 567 Est. Cost $35.01 Unrealized -14.0%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $893 Shares 13,401 Est. Cost $66.39 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $885 Shares 5,638 Est. Cost $156.05 Unrealized 0.0%
SKIN THE BEAUTY HEALTH COMPANY 0.1%
Value ($000) $878 Shares 52,007 Est. Cost $16.50 Unrealized 0.0%
GFL GFL ENVIRONMENTAL INC 0.1%
Value ($000) $877 Shares 26,948 Est. Cost $31.16 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $875 Shares 23,841 Est. Cost $33.79 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $874 Shares 6,811 Est. Cost $115.07 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $873 Shares 734 Est. Cost $1088.25 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $841 Shares 7,852 Est. Cost $118.20 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $819 Shares 2,675 Est. Cost $266.57 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $807 Shares 1,967 Est. Cost $394.19 Unrealized 0.0%
DOX AMDOCS LTD 0.1%
Value ($000) $803 Shares 9,772 Est. Cost $71.96 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $795 Shares 20,563 Est. Cost $38.14 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $786 Shares 15,568 Est. Cost $33.74 Unrealized +56.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $786 Shares 7,000 Est. Cost $103.38 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $769 Shares 10,974 Est. Cost $44.79 Unrealized +19.6%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $759 Shares 5,728 Est. Cost $113.00 Unrealized +7.1%
UNP UNION PAC CORP 0.1%
Value ($000) $754 Shares 2,759 Est. Cost $195.24 Unrealized +18.1%
LEN LENNAR CORP 0.1%
Value ($000) $747 Shares 9,206 Est. Cost $92.80 Unrealized -8.5%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $734 Shares 12,279 Est. Cost $63.28 Unrealized
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $732 Shares 12,350 Est. Cost $70.92 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $660 Shares 17,874 Est. Cost $44.79 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $657 Shares 4,794 Est. Cost $128.25 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $646 Shares 23,274 Est. Cost $25.27 Unrealized
KAMAN CORP 0.1%
Value ($000) $627 Shares 14,428 Est. Cost $56.19 Unrealized
BANCOLOMBIA S A 0.1%
Value ($000) $601 Shares 14,081 Est. Cost $27.56 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $546 Shares 6,500 Est. Cost $84.25 Unrealized 0.0%
PPL PPL CORP 0.1%
Value ($000) $544 Shares 19,057 Est. Cost $24.60 Unrealized +0.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $540 Shares 5,239 Est. Cost $97.83 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $515 Shares 3,648 Est. Cost $112.04 Unrealized +4.3%
EC ECOPETROL S A 0.1%
Value ($000) $509 Shares 27,366 Est. Cost $11.45 Unrealized
FF FUTUREFUEL CORP 0.1%
Value ($000) $507 Shares 52,068 Est. Cost $6.23 Unrealized -23.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $501 Shares 4,485 Est. Cost $89.19 Unrealized 0.0%
OUTFRONT MEDIA INC 0.1%
Value ($000) $496 Shares 17,460 Est. Cost $13.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $464 Shares 2,510 Est. Cost $180.42 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $460 Shares 3,737 Est. Cost $115.50 Unrealized -1.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $457 Shares 3,331 Est. Cost $173.89 Unrealized -18.8%
SR SPIRE INC 0.1%
Value ($000) $417 Shares 5,816 Est. Cost $65.58 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $414 Shares 8,035 Est. Cost $53.90 Unrealized
AON AON PLC 0.1%
Value ($000) $377 Shares 1,157 Est. Cost $260.29 Unrealized +8.7%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $375 Shares 1,262 Est. Cost $299.98 Unrealized 0.0%
SHM SPDR SER TR 0.1%
Value ($000) $366 Shares 7,735 Est. Cost $49.36 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $351 Shares 4,120 Est. Cost $84.91 Unrealized -4.6%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $351 Shares 4,498 Est. Cost $60.48 Unrealized -0.1%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $349 Shares 13,358 Est. Cost $30.38 Unrealized -12.3%
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $345 Shares 4,131 Est. Cost $91.18 Unrealized
USFD US FOODS HLDG CORP 0.1%
Value ($000) $345 Shares 9,160 Est. Cost $34.30 Unrealized +6.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $321 Shares 3,529 Est. Cost $105.71 Unrealized -18.7%
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $314 Shares 27,300 Est. Cost $10.81 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $313 Shares 7,684 Est. Cost $34.53 Unrealized +9.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $304 Shares 4,012 Est. Cost $69.07 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $301 Shares 3,859 Est. Cost $80.71 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $296 Shares 1,332 Est. Cost $357.67 Unrealized -30.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $291 Shares 6,572 Est. Cost $44.24 Unrealized -2.0%
EXP EAGLE MATLS INC 0.0%
Value ($000) $282 Shares 2,200 Est. Cost $121.89 Unrealized +13.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $274 Shares 1,288 Est. Cost $317.35 Unrealized -31.6%
SKECHERS U S A INC 0.0%
Value ($000) $272 Shares 6,678 Est. Cost $43.38 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $245 Shares 3,390 Est. Cost $74.04 Unrealized
SEB SEABOARD CORP DEL 0.0%
Value ($000) $236 Shares 56 Est. Cost $3983.32 Unrealized -3.9%
LKQ LKQ CORP 0.0%
Value ($000) $232 Shares 5,114 Est. Cost $46.20 Unrealized 0.0%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $225 Shares 13,846 Est. Cost $20.73 Unrealized
PII POLARIS INC 0.0%
Value ($000) $213 Shares 2,023 Est. Cost $117.80 Unrealized -3.3%
IWF ISHARES TR 0.0%
Value ($000) $208 Shares 750 Est. Cost $274.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $206 Shares 3,328 Est. Cost $48.79 Unrealized +10.8%