BFSG, LLC Diversified Active

CIK: 0001706836 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 2, 2023

Total Value ($000): $499 (100.0% shares, 0.0% debt)

Holdings (185)

VTI VANGUARD INDEX FDS 2.8%
Value ($000) $14 Shares 74,120 Est. Cost $166.14 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $13 Shares 103,305 Est. Cost $148.39 Unrealized -5.2%
MSFT MICROSOFT CORP 2.6%
Value ($000) $13 Shares 53,940 Est. Cost $70.37 Unrealized +232.6%
CSX CSX CORP 2.1%
Value ($000) $10 Shares 336,676 Est. Cost $27.75 Unrealized +3.5%
IAU ISHARES GOLD TR 2.0%
Value ($000) $10 Shares 285,271 Est. Cost $33.41 Unrealized
FNV FRANCO NEV CORP 1.9%
Value ($000) $10 Shares 70,854 Est. Cost $139.36 Unrealized -8.0%
DFEM DIMENSIONAL ETF TRUST 1.9%
Value ($000) $10 Shares 424,144 Est. Cost $0.02 Unrealized
CHD CHURCH & DWIGHT CO INC 1.9%
Value ($000) $10 Shares 117,919 Est. Cost $63.15 Unrealized +17.1%
VDE VANGUARD WORLD FDS 1.9%
Value ($000) $9 Shares 78,127 Est. Cost $80.30 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.7%
Value ($000) $9 Shares 91,671 Est. Cost $78.47 Unrealized +6.6%
BSV VANGUARD BD INDEX FDS 1.7%
Value ($000) $8 Shares 112,132 Est. Cost $57.62 Unrealized
XOM EXXON MOBIL CORP 1.7%
Value ($000) $8 Shares 75,722 Est. Cost $60.30 Unrealized +59.7%
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $8 Shares 20,354 Est. Cost $46.74 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $8 Shares 19,931 Est. Cost $230.70 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $7 Shares 89,697 Est. Cost $59.51 Unrealized +24.1%
NSC NORFOLK SOUTHN CORP 1.5%
Value ($000) $7 Shares 29,441 Est. Cost $161.51 Unrealized +36.5%
TOTALENERGIES SE 1.4%
Value ($000) $7 Shares 116,295 Est. Cost $46.52 Unrealized
IJS ISHARES TR 1.4%
Value ($000) $7 Shares 75,609 Est. Cost $101.67 Unrealized
KBR KBR INC 1.3%
Value ($000) $7 Shares 124,585 Est. Cost $24.89 Unrealized +93.2%
WY WEYERHAEUSER CO MTN BE 1.3%
Value ($000) $7 Shares 209,997 Est. Cost $28.56 Unrealized -3.5%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $6 Shares 13,830 Est. Cost $262.96 Unrealized +78.3%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $6 Shares 79,250 Est. Cost $62.44 Unrealized +11.7%
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $6 Shares 153,260 Est. Cost $41.29 Unrealized
SCHP SCHWAB STRATEGIC TR 1.2%
Value ($000) $6 Shares 112,964 Est. Cost $56.53 Unrealized
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $6 Shares 22,202 Est. Cost $238.45 Unrealized -6.4%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $5 Shares 22,139 Est. Cost $136.31 Unrealized +67.9%
WESTERN AST INFL LKD OPP & I 1.1%
Value ($000) $5 Shares 595,403 Est. Cost $12.13 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $5 Shares 103,850 Est. Cost $50.26 Unrealized
PCH POTLATCHDELTIC CORPORATION 1.0%
Value ($000) $5 Shares 114,271 Est. Cost $36.82 Unrealized
TJX TJX COS INC NEW 1.0%
Value ($000) $5 Shares 62,665 Est. Cost $40.02 Unrealized +76.7%
HD HOME DEPOT INC 1.0%
Value ($000) $5 Shares 15,650 Est. Cost $116.39 Unrealized +141.6%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $5 Shares 25,135 Est. Cost $78.59 Unrealized +95.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $4 Shares 44,103 Est. Cost $88.52 Unrealized -1.0%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $4 Shares 28,353 Est. Cost $75.99 Unrealized +70.8%
LINDE PLC 0.9%
Value ($000) $4 Shares 13,093 Est. Cost $172.08 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.8%
Value ($000) $4 Shares 241,431 Est. Cost $16.46 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $4 Shares 15,690 Est. Cost $117.33 Unrealized +125.1%
VIGI VANGUARD WHITEHALL FDS 0.8%
Value ($000) $4 Shares 59,176 Est. Cost $61.15 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $4 Shares 23,289 Est. Cost $99.69 Unrealized +57.5%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $4 Shares 102,166 Est. Cost $36.76 Unrealized -16.3%
ABBV ABBVIE INC 0.8%
Value ($000) $4 Shares 24,786 Est. Cost $46.15 Unrealized +197.3%
ESLT ELBIT SYS LTD 0.8%
Value ($000) $4 Shares 24,165 Est. Cost $147.28 Unrealized +23.8%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $4 Shares 11,125 Est. Cost $179.39 Unrealized +80.3%
PFE PFIZER INC 0.8%
Value ($000) $4 Shares 73,396 Est. Cost $24.49 Unrealized +64.1%
APH AMPHENOL CORP NEW 0.7%
Value ($000) $4 Shares 48,830 Est. Cost $33.59 Unrealized +9.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $4 Shares 26,460 Est. Cost $94.26 Unrealized +24.8%
DOW DOW INC 0.7%
Value ($000) $4 Shares 69,801 Est. Cost $26.85 Unrealized +50.9%
WMT WALMART INC 0.7%
Value ($000) $3 Shares 24,365 Est. Cost $37.80 Unrealized +20.8%
GOOG ALPHABET INC 0.7%
Value ($000) $3 Shares 38,565 Est. Cost $112.15 Unrealized -15.5%
CSCO CISCO SYS INC 0.7%
Value ($000) $3 Shares 71,460 Est. Cost $34.07 Unrealized +21.7%
RY ROYAL BK CDA SUSTAINABL 0.7%
Value ($000) $3 Shares 35,580 Est. Cost $74.01 Unrealized +27.6%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $3 Shares 22,803 Est. Cost $16.71 Unrealized -12.3%
FUL FULLER H B CO 0.7%
Value ($000) $3 Shares 46,406 Est. Cost $44.13 Unrealized +56.8%
AMZN AMAZON COM INC 0.7%
Value ($000) $3 Shares 39,448 Est. Cost $122.97 Unrealized -19.7%
MRK MERCK & CO INC 0.6%
Value ($000) $3 Shares 28,925 Est. Cost $49.28 Unrealized +88.3%
FHB FIRST HAWAIIAN INC 0.6%
Value ($000) $3 Shares 122,648 Est. Cost $24.04 Unrealized -8.5%
JMST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $3 Shares 62,535 Est. Cost $50.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $3 Shares 23,075 Est. Cost $57.57 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.6%
Value ($000) $3 Shares 65,296 Est. Cost $54.79 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $3 Shares 8,738 Est. Cost $186.49 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $3 Shares 11,592 Est. Cost $218.58 Unrealized +11.0%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $3 Shares 66,584 Est. Cost $53.94 Unrealized
TDTF FLEXSHARES TR 0.6%
Value ($000) $3 Shares 128,528 Est. Cost $0.02 Unrealized
SYK STRYKER CORPORATION 0.6%
Value ($000) $3 Shares 12,258 Est. Cost $122.10 Unrealized +80.0%
CVS CVS HEALTH CORP 0.6%
Value ($000) $3 Shares 31,256 Est. Cost $56.33 Unrealized +52.6%
FAST FASTENAL CO 0.6%
Value ($000) $3 Shares 59,504 Est. Cost $12.11 Unrealized +87.0%
AGCO AGCO CORP 0.5%
Value ($000) $3 Shares 19,597 Est. Cost $110.02 Unrealized +1.5%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3 Shares 17,994 Est. Cost $156.98 Unrealized -9.3%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $3 Shares 16,792 Est. Cost $124.96 Unrealized +22.6%
MCD MCDONALDS CORP 0.5%
Value ($000) $3 Shares 9,783 Est. Cost $219.31 Unrealized +11.8%
T AT&T INC 0.5%
Value ($000) $3 Shares 138,577 Est. Cost $16.30 Unrealized -7.3%
VMC VULCAN MATLS CO 0.5%
Value ($000) $3 Shares 14,420 Est. Cost $140.46 Unrealized +18.8%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $2 Shares 18,468 Est. Cost $34.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2 Shares 4,621 Est. Cost $415.34 Unrealized +20.5%
PEP PEPSICO INC 0.5%
Value ($000) $2 Shares 13,354 Est. Cost $122.19 Unrealized +31.7%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2 Shares 13,706 Est. Cost $136.91 Unrealized +8.1%
KDP KEURIG DR PEPPER INC 0.5%
Value ($000) $2 Shares 65,630 Est. Cost $24.56 Unrealized +39.6%
PARAMOUNT GLOBAL 0.5%
Value ($000) $2 Shares 137,315 Est. Cost $28.30 Unrealized
MWA MUELLER WTR PRODS INC 0.5%
Value ($000) $2 Shares 212,907 Est. Cost $9.19 Unrealized +15.8%
PAAS PAN AMERN SILVER CORP 0.5%
Value ($000) $2 Shares 138,848 Est. Cost $23.97 Unrealized -33.3%
NKE NIKE INC 0.5%
Value ($000) $2 Shares 19,315 Est. Cost $57.89 Unrealized +64.6%
SLV ISHARES SILVER TR 0.5%
Value ($000) $2 Shares 102,582 Est. Cost $21.43 Unrealized
RYN RAYONIER INC 0.4%
Value ($000) $2 Shares 67,304 Est. Cost $27.69 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $2 Shares 6,749 Est. Cost $220.97 Unrealized +17.4%
MOG/A MOOG INC 0.4%
Value ($000) $2 Shares 23,156 Est. Cost $79.78 Unrealized +2.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2 Shares 4,177 Est. Cost $337.66 Unrealized +26.3%
IHDG WISDOMTREE TR 0.4%
Value ($000) $2 Shares 55,164 Est. Cost $37.19 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $2 Shares 26,619 Est. Cost $37.68 Unrealized +88.8%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $2 Shares 27,905 Est. Cost $29.07 Unrealized -14.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2 Shares 3,387 Est. Cost $541.98 Unrealized -3.1%
BCE BCE INC 0.4%
Value ($000) $2 Shares 41,208 Est. Cost $29.38 Unrealized +20.5%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $2 Shares 14,120 Est. Cost $92.06 Unrealized
WBD WARNER BROS DISCOVERY INC 0.3%
Value ($000) $2 Shares 182,910 Est. Cost $18.55 Unrealized -39.1%
RIO RIO TINTO PLC 0.3%
Value ($000) $2 Shares 24,305 Est. Cost $60.86 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $2 Shares 21,761 Est. Cost $71.49 Unrealized +2.8%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2 Shares 22,285 Est. Cost $31.23 Unrealized
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $2 Shares 6,683 Est. Cost $303.57 Unrealized -30.5%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $2 Shares 14,610 Est. Cost $87.95 Unrealized -3.6%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1 Shares 16,340 Est. Cost $62.96 Unrealized
HOLX HOLOGIC INC 0.3%
Value ($000) $1 Shares 19,042 Est. Cost $74.97 Unrealized -5.0%
SKIN THE BEAUTY HEALTH COMPANY 0.3%
Value ($000) $1 Shares 154,268 Est. Cost $10.80 Unrealized 0.0%
WAFD WASHINGTON FED INC 0.3%
Value ($000) $1 Shares 41,572 Est. Cost $29.87 Unrealized +4.2%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1 Shares 16,438 Est. Cost $114.06 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1 Shares 18,703 Est. Cost $63.82 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 3,027 Est. Cost $459.72 Unrealized -12.1%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $1 Shares 23,511 Est. Cost $0.06 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1 Shares 19,856 Est. Cost $48.09 Unrealized
REVANCE THERAPEUTICS INC 0.3%
Value ($000) $1 Shares 67,793 Est. Cost $0.02 Unrealized
CENT CENTRAL GARDEN & PET CO 0.2%
Value ($000) $1 Shares 32,915 Est. Cost $39.34 Unrealized -21.3%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $1 Shares 30,141 Est. Cost $28.75 Unrealized +7.7%
SHY ISHARES TR 0.2%
Value ($000) $1 Shares 14,351 Est. Cost $83.93 Unrealized
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $1 Shares 133,341 Est. Cost $10.41 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1 Shares 14,913 Est. Cost $82.72 Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $1 Shares 18,010 Est. Cost $55.97 Unrealized
RVTY PERKINELMER INC 0.2%
Value ($000) $1 Shares 7,956 Est. Cost $174.45 Unrealized -23.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1 Shares 7,877 Est. Cost $142.00 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $1 Shares 23,244 Est. Cost $0.05 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 14,929 Est. Cost $81.30 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1 Shares 8,702 Est. Cost $237.15 Unrealized -20.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1 Shares 3,175 Est. Cost $589.31 Unrealized -45.7%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1 Shares 4,811 Est. Cost $202.47 Unrealized -2.5%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1 Shares 6,890 Est. Cost $153.59 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $1 Shares 20,158 Est. Cost $48.89 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value ($000) $1 Shares 19,384 Est. Cost $36.01 Unrealized +38.1%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1 Shares 29,685 Est. Cost $32.35 Unrealized -2.0%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $1 Shares 8,460 Est. Cost $104.56 Unrealized -2.7%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $1 Shares 7,044 Est. Cost $157.87 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1 Shares 4,087 Est. Cost $194.60 Unrealized -8.1%
BP BP PLC 0.2%
Value ($000) $1 Shares 24,230 Est. Cost $28.37 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1 Shares 7,618 Est. Cost $103.24 Unrealized
BA BOEING CO 0.2%
Value ($000) $1 Shares 4,232 Est. Cost $163.57 Unrealized 0.0%
EIX EDISON INTL 0.2%
Value ($000) $1 Shares 12,165 Est. Cost $45.90 Unrealized +15.9%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1 Shares 7,795 Est. Cost $72.79 Unrealized
INMD INMODE LTD 0.2%
Value ($000) $1 Shares 21,395 Est. Cost $34.78 Unrealized 0.0%
AL AIR LEASE CORP 0.2%
Value ($000) $1 Shares 19,732 Est. Cost $33.94 Unrealized 0.0%
MNDY MONDAY COM LTD 0.1%
Value ($000) $1 Shares 6,122 Est. Cost $104.02 Unrealized 0.0%
ASO ACADEMY SPORTS & OUTDOORS IN 0.1%
Value ($000) $1 Shares 14,062 Est. Cost $46.49 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1 Shares 5,723 Est. Cost $113.00 Unrealized +13.5%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 11,021 Est. Cost $0.07 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 15,822 Est. Cost $77.79 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1 Shares 8,075 Est. Cost $102.04 Unrealized -7.6%
IEI ISHARES TR 0.1%
Value ($000) $1 Shares 6,182 Est. Cost $123.73 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $1 Shares 4,211 Est. Cost $155.96 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 3,380 Est. Cost $194.57 Unrealized -2.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $1 Shares 493 Est. Cost $29.88 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 20,325 Est. Cost $33.68 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 18,361 Est. Cost $27.38 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1 Shares 8,415 Est. Cost $103.52 Unrealized -25.6%
LKQ LKQ CORP 0.1%
Value ($000) $1 Shares 11,503 Est. Cost $46.43 Unrealized +4.5%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1 Shares 33,665 Est. Cost $14.78 Unrealized +2.7%
DOLE DOLE PLC 0.1%
Value ($000) $1 Shares 62,312 Est. Cost $8.50 Unrealized 0.0%
CCJ CAMECO CORP 0.1%
Value ($000) $1 Shares 25,510 Est. Cost $25.34 Unrealized -8.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 4,386 Est. Cost $143.55 Unrealized
PPL PPL CORP 0.1%
Value ($000) $1 Shares 19,282 Est. Cost $24.61 Unrealized +0.2%
TGT TARGET CORP 0.1%
Value ($000) $1 Shares 3,661 Est. Cost $170.18 Unrealized -17.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1 Shares 4,002 Est. Cost $115.42 Unrealized -2.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 3,707 Est. Cost $61.57 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 6,749 Est. Cost $52.61 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 19,001 Est. Cost $25.28 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $0 Shares 432,882 Est. Cost $100.90 Unrealized +0.1%
SR SPIRE INC 0.1%
Value ($000) $0 Shares 5,736 Est. Cost $65.58 Unrealized
AON AON PLC 0.1%
Value ($000) $0 Shares 1,157 Est. Cost $260.29 Unrealized +9.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 3,900 Est. Cost $163.65 Unrealized -42.9%
ATEC ALPHATEC HLDGS INC 0.1%
Value ($000) $0 Shares 27,300 Est. Cost $10.81 Unrealized -6.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $0 Shares 7,259 Est. Cost $43.87 Unrealized -1.3%
SHM SPDR SER TR 0.1%
Value ($000) $0 Shares 7,150 Est. Cost $49.36 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $0 Shares 1,739 Est. Cost $161.81 Unrealized +4.6%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $0 Shares 4,213 Est. Cost $60.48 Unrealized +3.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $0 Shares 8,031 Est. Cost $34.75 Unrealized +9.1%
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 4,240 Est. Cost $90.13 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 4,924 Est. Cost $51.51 Unrealized +6.6%
AGG ISHARES TR 0.1%
Value ($000) $0 Shares 3,163 Est. Cost $118.20 Unrealized
RGLD ROYAL GOLD INC 0.1%
Value ($000) $0 Shares 2,648 Est. Cost $112.04 Unrealized -8.0%
SKECHERS U S A INC 0.1%
Value ($000) $0 Shares 7,066 Est. Cost $42.95 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 3,728 Est. Cost $0.08 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $0 Shares 4,451 Est. Cost $66.01 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $0 Shares 1,673 Est. Cost $142.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $0 Shares 600 Est. Cost $413.33 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 4,711 Est. Cost $0.05 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 2,336 Est. Cost $87.28 Unrealized
GOGL GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $7.48 Unrealized
TDTT FLEXSHARES TR 0.0%
Value ($000) $0 Shares 8,985 Est. Cost $24.82 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 1,288 Est. Cost $317.35 Unrealized -46.2%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 15,500 Est. Cost $6.53 Unrealized 0.0%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 11,846 Est. Cost $20.73 Unrealized