Redwood Investment Management, LLC Quant / Systematic

Location: Scottsdale, AZ

CIK: 0001717479 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value: $1.144B

Holdings (323)

LSAT LEADERSHRS ALPHAFCTR TACT FOCUS ETF 7.2%
Value $82.37M Shares 2,460,311 Est. Cost $32.37 Unrealized
LEADERSHARES EQUITY SKEWETF 5.5%
Value $62.93M Shares 2,192,671 Est. Cost $29.35 Unrealized
LSAF LEADERSHARS ALPHFCTR US CR EQ ETF 5.4%
Value $61.91M Shares 1,957,339 Est. Cost $29.88 Unrealized
LEADERSHARES ACTIVIST LEADERS ETF 3.9%
Value $44.48M Shares 1,457,575 Est. Cost $30.86 Unrealized
DYLD LEADERSHARES DYNAMIC YIELD ETF 2.0%
Value $22.8M Shares 1,046,729 Est. Cost $23.01 Unrealized
AAPL APPLE INC 1.8%
Value $20.85M Shares 121,782 Est. Cost $165.50 Unrealized +9.6%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 1.7%
Value $19.51M Shares 497,545 Est. Cost $38.98 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE 1.6%
Value $18.84M Shares 260,380 Est. Cost $78.05 Unrealized
VOO VANGUARD S&P 500 ETF 1.5%
Value $17.56M Shares 44,711 Est. Cost $382.70 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value $16.09M Shares 368,057 Est. Cost $45.05 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 1.2%
Value $13.43M Shares 68,974 Est. Cost $201.86 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 1.1%
Value $12.52M Shares 133,104 Est. Cost $99.25 Unrealized
SPEM SPDR INDEX SHARES EMERG MARKT ETF 1.0%
Value $10.95M Shares 326,160 Est. Cost $34.72 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWT 0.9%
Value $10.76M Shares 146,904 Est. Cost $74.61 Unrealized
CVX CHEVRON CORP 0.9%
Value $10.71M Shares 63,502 Est. Cost $147.22 Unrealized -1.0%
SPTL SPDR LONG TERM TREASURY ETF 0.9%
Value $10.64M Shares 406,910 Est. Cost $29.31 Unrealized
MSFT MICROSOFT CORP 0.9%
Value $10.49M Shares 33,226 Est. Cost $291.40 Unrealized +11.4%
VB VANGUARD SMALL CAP 0.8%
Value $9.479M Shares 50,137 Est. Cost $183.54 Unrealized
IJR ISHARES CORE S&P SMALL 0.8%
Value $9.266M Shares 98,226 Est. Cost $94.64 Unrealized
VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 0.8%
Value $9.215M Shares 86,771 Est. Cost $103.55 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL CAP ETF 0.8%
Value $9.053M Shares 280,717 Est. Cost $31.68 Unrealized
LOW LOWES COMPANIES INC 0.8%
Value $8.854M Shares 42,600 Est. Cost $194.86 Unrealized +10.3%
MPC MARATHON PETE CORP 0.8%
Value $8.665M Shares 57,258 Est. Cost $98.83 Unrealized +34.2%
HPQ HP INC 0.8%
Value $8.642M Shares 336,275 Est. Cost $24.56 Unrealized +13.8%
CHH CHOICE HOTELS INTL 0.7%
Value $8.568M Shares 69,940 Est. Cost $117.42 Unrealized +4.6%
ALSN ALLISON TRANSMISSION 0.7%
Value $8.527M Shares 144,377 Est. Cost $39.34 Unrealized +45.3%
OC OWENS CORNING FIBERGLAS 0.7%
Value $8.509M Shares 62,380 Est. Cost $88.42 Unrealized +55.4%
LOPE GRAND CANYON EDUCA 0.7%
Value $8.507M Shares 72,780 Est. Cost $101.46 Unrealized +9.4%
VLO VALERO ENERGY CORP 0.7%
Value $8.496M Shares 59,956 Est. Cost $110.13 Unrealized +10.9%
CAH CARDINAL HEALTH INC 0.7%
Value $8.496M Shares 97,858 Est. Cost $73.38 Unrealized +18.2%
APA APA CORP 0.7%
Value $8.48M Shares 206,327 Est. Cost $36.84 Unrealized +1.9%
DINO HF SINCLAIR CORP 0.7%
Value $8.458M Shares 148,571 Est. Cost $48.34 Unrealized +1.6%
MTG M G I C INVESTMENT 0.7%
Value $8.423M Shares 504,699 Est. Cost $13.68 Unrealized +24.3%
NVDA NVIDIA CORPORATION 0.7%
Value $7.665M Shares 17,622 Est. Cost $33.09 Unrealized +35.3%
GOOGL ALPHABET INC CAP STK 0.6%
Value $7.183M Shares 54,889 Est. Cost $118.24 Unrealized +8.6%
CI THE CIGNA GROUP 0.6%
Value $7.086M Shares 24,770 Est. Cost $291.17 Unrealized -6.3%
PPC PILGRIMS PRIDE CORP 0.6%
Value $6.957M Shares 304,740 Est. Cost $23.90 Unrealized +1.8%
VAC MARRIOTT VACATIONS 0.6%
Value $6.95M Shares 69,061 Est. Cost $132.07 Unrealized -13.6%
RS RELIANCE STL & ALUMI 0.6%
Value $6.946M Shares 26,489 Est. Cost $203.09 Unrealized +36.5%
TNL TRAVEL AND LEISURE CO 0.6%
Value $6.933M Shares 188,767 Est. Cost $33.98 Unrealized +5.9%
SPGI S&P GLOBAL INC 0.6%
Value $6.925M Shares 18,950 Est. Cost $329.14 Unrealized +17.2%
BPOP POPULAR INC 0.6%
Value $6.893M Shares 109,399 Est. Cost $62.98 Unrealized -2.0%
EXPD EXPEDITORS INTL WASH 0.6%
Value $6.89M Shares 60,105 Est. Cost $99.30 Unrealized +16.2%
SYF SYNCHRONY FINL 0.6%
Value $6.882M Shares 225,128 Est. Cost $31.77 Unrealized -0.4%
LKQ LKQ CORP 0.6%
Value $6.877M Shares 138,906 Est. Cost $47.94 Unrealized +4.0%
WH WYNDHAM HOTELS & RESORTS 0.6%
Value $6.877M Shares 98,895 Est. Cost $71.07 Unrealized +4.4%
MAN MANPOWERGROUP 0.6%
Value $6.875M Shares 93,772 Est. Cost $79.89 Unrealized -2.6%
DLB DOLBY LABORATORIES 0.6%
Value $6.872M Shares 86,696 Est. Cost $67.90 Unrealized +18.1%
BYD BOYD GAMING CORP 0.6%
Value $6.87M Shares 112,943 Est. Cost $56.63 Unrealized +14.7%
CHRW C H ROBINSON WORLDWD 0.6%
Value $6.868M Shares 79,739 Est. Cost $89.86 Unrealized -2.2%
ALLY ALLY FINL INC 0.6%
Value $6.864M Shares 257,262 Est. Cost $23.87 Unrealized +7.3%
HUN HUNTSMAN CORP 0.6%
Value $6.852M Shares 280,801 Est. Cost $27.67 Unrealized -2.0%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.6%
Value $6.679M Shares 75,304 Est. Cost $99.14 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $5.176M Shares 44,019 Est. Cost $98.91 Unrealized +2.1%
TSLA TESLA INC 0.4%
Value $4.877M Shares 19,489 Est. Cost $268.81 Unrealized -4.4%
V VISA INC 0.4%
Value $4.277M Shares 18,593 Est. Cost $227.70 Unrealized +3.7%
MA MASTERCARD INCORPORATED 0.4%
Value $4.024M Shares 10,163 Est. Cost $367.14 Unrealized +7.9%
AMZN AMAZON 0.3%
Value $3.953M Shares 31,094 Est. Cost $129.14 Unrealized +3.8%
DVN DEVON ENERGY CORP 0.3%
Value $3.594M Shares 75,339 Est. Cost $51.27 Unrealized -10.0%
CMCSA COMCAST CORP 0.3%
Value $3.542M Shares 79,890 Est. Cost $37.22 Unrealized +11.5%
OMC OMNICOM GROUP INC 0.3%
Value $3.476M Shares 46,674 Est. Cost $83.17 Unrealized -8.8%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value $3.445M Shares 8,023 Est. Cost $429.39 Unrealized
LLY ELI LILLY &CO 0.3%
Value $3.419M Shares 6,364 Est. Cost $422.14 Unrealized +20.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $3.398M Shares 6,740 Est. Cost $461.88 Unrealized +1.7%
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.3%
Value $3.227M Shares 31,635 Est. Cost $107.28 Unrealized
MRCY MERCURY SYSTEMS INC 0.3%
Value $3.216M Shares 86,698 Est. Cost $36.89 Unrealized 0.0%
FRPT FRESHPET INC 0.3%
Value $3.207M Shares 48,676 Est. Cost $51.24 Unrealized +40.0%
MDU MDU RESOURCES GROUP INC 0.3%
Value $3.204M Shares 163,619 Est. Cost $10.26 Unrealized +5.1%
INVA INNOVIVA INC 0.3%
Value $3.204M Shares 246,659 Est. Cost $13.50 Unrealized -3.8%
SWX SOUTHWEST GAS HLDGS INC 0.3%
Value $3.203M Shares 53,020 Est. Cost $77.15 Unrealized -17.3%
NWL NEWELL BRANDS INC 0.3%
Value $3.202M Shares 354,618 Est. Cost $13.69 Unrealized -34.6%
AQN ALGONQUIN POWER & UTILITIES 0.3%
Value $3.201M Shares 540,788 Est. Cost $6.68 Unrealized 0.0%
TREEHOUSE FOODS INC 0.3%
Value $3.201M Shares 73,441 Est. Cost $43.88 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.3%
Value $3.199M Shares 21,983 Est. Cost $103.68 Unrealized +43.7%
CNDT CONDUENT INC 0.3%
Value $3.199M Shares 919,303 Est. Cost $5.02 Unrealized -33.6%
ABBV ABBVIE INC 0.3%
Value $3.197M Shares 21,450 Est. Cost $133.26 Unrealized +1.6%
JHG JANUS HENDERSON GROUP PLC 0.3%
Value $3.194M Shares 123,710 Est. Cost $30.04 Unrealized -9.0%
HHH HOWARD HUGHES HOLDINGS INC 0.3%
Value $3.193M Shares 43,075 Est. Cost $75.45 Unrealized 0.0%
CCK CROWN HLDGS INC 0.3%
Value $3.189M Shares 36,043 Est. Cost $78.03 Unrealized +11.8%
DAN DANA INC 0.3%
Value $3.187M Shares 217,258 Est. Cost $16.66 Unrealized -6.8%
BBWI BATH & BODY WORKS INC 0.3%
Value $3.186M Shares 94,247 Est. Cost $35.27 Unrealized -4.0%
BHC BAUSCH HEALTH COMPANIES INC COM NPV 0.3%
Value $3.184M Shares 387,311 Est. Cost $14.46 Unrealized -40.4%
BLMN BLOOMIN' BRANDS INC 0.3%
Value $3.183M Shares 129,452 Est. Cost $23.55 Unrealized 0.0%
GDOT GREEN DOT CORP 0.3%
Value $3.18M Shares 228,259 Est. Cost $26.73 Unrealized -38.3%
UPBD UPBOUND GROUP INC 0.3%
Value $3.18M Shares 107,975 Est. Cost $21.96 Unrealized +42.0%
GDDY GODADDY INC 0.3%
Value $3.18M Shares 42,700 Est. Cost $74.01 Unrealized -0.3%
QSR RESTAURANT BRANDS INTERNATIONAL INC 0.3%
Value $3.179M Shares 47,725 Est. Cost $57.60 Unrealized +24.7%
IRWD IRONWOOD PHARMACEUTICALS INC 0.3%
Value $3.176M Shares 329,807 Est. Cost $11.14 Unrealized -12.1%
IVZ INVESCO LTD 0.3%
Value $3.173M Shares 218,517 Est. Cost $15.71 Unrealized -8.6%
XRX XEROX HOLDINGS CORP 0.3%
Value $3.168M Shares 201,896 Est. Cost $19.99 Unrealized -21.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value $3.061M Shares 60,893 Est. Cost $50.27 Unrealized
SPYV SPDR S&P 500 VALUE ETF 0.2%
Value $2.811M Shares 68,123 Est. Cost $41.26 Unrealized
PFE PFIZER INC 0.2%
Value $2.647M Shares 79,787 Est. Cost $34.12 Unrealized -10.4%
CHKP CHECK POINT SOFTWARE TECH LTD 0.2%
Value $2.485M Shares 18,646 Est. Cost $124.96 Unrealized +5.1%
GILD GILEAD SCIENCES INC 0.2%
Value $2.309M Shares 30,815 Est. Cost $70.68 Unrealized 0.0%
IUSB ISHARES TR CORE TOTAL 0.2%
Value $2.285M Shares 52,276 Est. Cost $43.71 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.2%
Value $2.284M Shares 24,666 Est. Cost $82.29 Unrealized +4.7%
T AT&T INC 0.2%
Value $2.228M Shares 148,317 Est. Cost $14.69 Unrealized -11.9%
COP CONOCOPHILLIPS 0.2%
Value $2.182M Shares 18,213 Est. Cost $76.62 Unrealized +40.8%
TXN TEXAS INSTRUMENTS INC 0.2%
Value $2.181M Shares 13,718 Est. Cost $158.88 Unrealized 0.0%
PIONEER NATURAL RESOURCES CO 0.2%
Value $2.177M Shares 9,484 Est. Cost $216.73 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $2.16M Shares 51,365 Est. Cost $35.37 Unrealized +3.0%
IBM INTERNATIONAL BUS MACH CORP 0.2%
Value $2.155M Shares 15,358 Est. Cost $122.95 Unrealized +7.2%
WMB WILLIAMS COS INC 0.2%
Value $2.137M Shares 63,418 Est. Cost $26.83 Unrealized +15.1%
OKE ONEOK INC 0.2%
Value $2.096M Shares 33,044 Est. Cost $54.29 Unrealized +6.8%
AMAT APPLIED MATERIALS INC 0.2%
Value $2.096M Shares 15,139 Est. Cost $140.40 Unrealized 0.0%
F FORD MTR CO DEL 0.2%
Value $2.086M Shares 167,915 Est. Cost $10.28 Unrealized +7.9%
IP INTERNATIONAL PAPER CO 0.2%
Value $2.071M Shares 58,378 Est. Cost $30.02 Unrealized +2.2%
KHC KRAFT HEINZ CO 0.2%
Value $2.06M Shares 61,222 Est. Cost $32.15 Unrealized -5.1%
IFF INTERNATIONAL FLAVORS &FRAGRANCES 0.2%
Value $2.023M Shares 29,675 Est. Cost $77.60 Unrealized -11.4%
CMI CUMMINS INC 0.2%
Value $2.017M Shares 8,828 Est. Cost $220.72 Unrealized +3.6%
DUK DUKE ENERGY CORP 0.2%
Value $2.011M Shares 22,785 Est. Cost $84.97 Unrealized -1.7%
CAT CATERPILLAR INC 0.2%
Value $1.984M Shares 7,269 Est. Cost $261.47 Unrealized 0.0%
MRK MERCK &CO 0.2%
Value $1.977M Shares 19,203 Est. Cost $98.52 Unrealized +1.3%
SAIC SCIENCE APPLICATIONS INTL CORP 0.2%
Value $1.975M Shares 18,714 Est. Cost $115.15 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value $1.963M Shares 17,021 Est. Cost $101.03 Unrealized +11.0%
KEY KEYCORP 0.2%
Value $1.963M Shares 182,424 Est. Cost $9.00 Unrealized +8.3%
KMI KINDER MORGAN INC 0.2%
Value $1.961M Shares 118,292 Est. Cost $15.18 Unrealized +0.5%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $1.959M Shares 2,381 Est. Cost $781.58 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.2%
Value $1.953M Shares 14,606 Est. Cost $142.18 Unrealized -0.7%
PNW PINNACLE WEST CAPITAL CORP 0.2%
Value $1.95M Shares 26,466 Est. Cost $63.71 Unrealized +12.7%
DOW DOW INC 0.2%
Value $1.941M Shares 37,651 Est. Cost $40.81 Unrealized +13.5%
LNC LINCOLN NATIONAL CORP 0.2%
Value $1.931M Shares 78,191 Est. Cost $24.78 Unrealized -8.5%
LAM RESEARCH CORP 0.2%
Value $1.926M Shares 3,073 Est. Cost $640.18 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.905M Shares 4,659 Est. Cost $351.90 Unrealized +18.0%
EOG EOG RESOURCES INC 0.2%
Value $1.891M Shares 14,916 Est. Cost $117.17 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.882M Shares 58,067 Est. Cost $30.77 Unrealized -5.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $1.88M Shares 12,064 Est. Cost $150.81 Unrealized +0.6%
VTRS VIATRIS INC 0.2%
Value $1.867M Shares 189,331 Est. Cost $9.16 Unrealized +1.9%
GLW CORNING INC 0.2%
Value $1.857M Shares 60,947 Est. Cost $29.82 Unrealized +3.0%
BBY BEST BUY CO INC 0.2%
Value $1.856M Shares 26,715 Est. Cost $65.85 Unrealized +4.3%
ETR ENTERGY CORP 0.2%
Value $1.854M Shares 20,048 Est. Cost $44.83 Unrealized 0.0%
JUNIPER NETWORKS 0.2%
Value $1.841M Shares 66,239 Est. Cost $27.79 Unrealized
KLAC KLA CORP 0.2%
Value $1.838M Shares 4,007 Est. Cost $355.22 Unrealized +32.2%
NEM NEWMONT CORP 0.2%
Value $1.837M Shares 49,705 Est. Cost $38.34 Unrealized 0.0%
HAS HASBRO INC 0.2%
Value $1.828M Shares 27,633 Est. Cost $59.60 Unrealized 0.0%
D DOMINION ENERGY INC 0.2%
Value $1.826M Shares 40,874 Est. Cost $52.01 Unrealized -15.3%
TFC TRUIST FINL CORP 0.2%
Value $1.82M Shares 63,603 Est. Cost $27.15 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value $1.814M Shares 1,996 Est. Cost $37.11 Unrealized +69.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value $1.812M Shares 21,675 Est. Cost $69.18 Unrealized +21.6%
MCK MCKESSON CORP 0.2%
Value $1.809M Shares 4,161 Est. Cost $218.51 Unrealized +90.7%
VFC V F CORP COM NPV 0.2%
Value $1.807M Shares 102,275 Est. Cost $26.87 Unrealized -29.2%
JNJ JOHNSON &JOHNSON 0.2%
Value $1.803M Shares 11,579 Est. Cost $152.12 Unrealized +0.8%
CAG CONAGRA BRANDS INC 0.2%
Value $1.799M Shares 65,597 Est. Cost $30.48 Unrealized -11.1%
FISV FISERV INC 0.2%
Value $1.796M Shares 15,902 Est. Cost $118.68 Unrealized +3.8%
INTERPUBLIC GROUP COS INC 0.2%
Value $1.78M Shares 62,092 Est. Cost $29.63 Unrealized +2.2%
MMM 3M CO 0.2%
Value $1.779M Shares 19,001 Est. Cost $88.64 Unrealized -10.2%
AZO AUTOZONE INC 0.2%
Value $1.773M Shares 698 Est. Cost $1739.55 Unrealized +44.3%
ADI ANALOG DEVICES INC 0.2%
Value $1.762M Shares 10,064 Est. Cost $176.90 Unrealized +0.0%
EVRG EVERGY INC 0.2%
Value $1.762M Shares 34,755 Est. Cost $51.21 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value $1.758M Shares 27,091 Est. Cost $63.88 Unrealized -5.7%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $1.757M Shares 79,011 Est. Cost $32.78 Unrealized
PEP PEPSICO INC 0.2%
Value $1.756M Shares 10,364 Est. Cost $163.04 Unrealized +2.5%
NUE NUCOR CORP 0.2%
Value $1.751M Shares 11,199 Est. Cost $111.28 Unrealized +43.3%
HUM HUMANA INC 0.2%
Value $1.74M Shares 3,577 Est. Cost $488.15 Unrealized -6.5%
EMN EASTMAN CHEM CO 0.2%
Value $1.732M Shares 22,573 Est. Cost $75.38 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.2%
Value $1.73M Shares 63,968 Est. Cost $24.20 Unrealized +4.2%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value $1.725M Shares 5,233 Est. Cost $295.21 Unrealized +12.0%
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value $1.717M Shares 8,735 Est. Cost $149.19 Unrealized +30.1%
HCA HCA HEALTHCARE INC 0.1%
Value $1.709M Shares 6,946 Est. Cost $237.01 Unrealized +13.2%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value $1.701M Shares 11,329 Est. Cost $130.83 Unrealized +14.7%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $1.68M Shares 22,274 Est. Cost $74.59 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.1%
Value $1.668M Shares 1,920 Est. Cost $858.21 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value $1.63M Shares 13,262 Est. Cost $137.17 Unrealized -5.4%
JBL JABIL INC 0.1%
Value $1.61M Shares 12,690 Est. Cost $108.78 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value $1.606M Shares 48,403 Est. Cost $20.95 Unrealized +39.6%
TOL TOLL BROTHERS INC 0.1%
Value $1.604M Shares 21,683 Est. Cost $78.94 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.1%
Value $1.601M Shares 14,930 Est. Cost $64.41 Unrealized +55.9%
APP APPLOVIN CORP 0.1%
Value $1.601M Shares 40,061 Est. Cost $35.47 Unrealized 0.0%
VVV VALVOLINE INC 0.1%
Value $1.6M Shares 49,636 Est. Cost $34.82 Unrealized +0.9%
CAR AVIS BUDGET GROUP INC 0.1%
Value $1.599M Shares 8,901 Est. Cost $180.08 Unrealized +14.4%
LNG CHENIERE ENERGY INC 0.1%
Value $1.597M Shares 9,624 Est. Cost $150.74 Unrealized +7.0%
PHM PULTEGROUP INC 0.1%
Value $1.597M Shares 21,571 Est. Cost $53.11 Unrealized +47.3%
SPB SPECTRUM BRANDS HOLDINGS INC 0.1%
Value $1.596M Shares 20,365 Est. Cost $78.89 Unrealized 0.0%
CDW CDW CORP 0.1%
Value $1.595M Shares 7,907 Est. Cost $193.29 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $1.595M Shares 43,385 Est. Cost $42.91 Unrealized +3.0%
PSX PHILLIPS 66 0.1%
Value $1.594M Shares 13,265 Est. Cost $91.05 Unrealized +13.5%
ROST ROSS STORES INC 0.1%
Value $1.594M Shares 14,109 Est. Cost $111.83 Unrealized 0.0%
DHI DR HORTON INC 0.1%
Value $1.594M Shares 14,828 Est. Cost $107.47 Unrealized +8.9%
UNITED STATES STEEL CORP 0.1%
Value $1.594M Shares 49,080 Est. Cost $32.48 Unrealized
AZEK CO INC 0.1%
Value $1.594M Shares 53,589 Est. Cost $29.74 Unrealized
L LOEWS CORP 0.1%
Value $1.593M Shares 25,166 Est. Cost $61.86 Unrealized 0.0%
OLN OLIN CORP 0.1%
Value $1.593M Shares 31,871 Est. Cost $47.65 Unrealized +6.9%
VRSK VERISK ANALYTICS INC 0.1%
Value $1.592M Shares 6,738 Est. Cost $206.53 Unrealized +12.4%
EME EMCOR GROUP INC 0.1%
Value $1.592M Shares 7,568 Est. Cost $208.00 Unrealized 0.0%
VNT VONTIER CORP 0.1%
Value $1.591M Shares 51,467 Est. Cost $30.81 Unrealized 0.0%
H HYATT HOTELS CORP 0.1%
Value $1.591M Shares 14,998 Est. Cost $112.68 Unrealized 0.0%
OSK OSHKOSH CORP 0.1%
Value $1.591M Shares 16,675 Est. Cost $92.77 Unrealized 0.0%
R RYDER SYSTEM INC 0.1%
Value $1.591M Shares 14,872 Est. Cost $91.05 Unrealized +6.9%
UHS UNIVERSAL HEALTH SERVICES 0.1%
Value $1.591M Shares 12,657 Est. Cost $135.05 Unrealized 0.0%
TKR TIMKEN CO 0.1%
Value $1.59M Shares 21,642 Est. Cost $81.15 Unrealized 0.0%
MUSA MURPHY USA INC 0.1%
Value $1.59M Shares 4,652 Est. Cost $314.19 Unrealized 0.0%
CNM CORE & MAIN INC 0.1%
Value $1.59M Shares 55,105 Est. Cost $30.86 Unrealized 0.0%
ARW ARROW ELECTRONICS INC 0.1%
Value $1.59M Shares 12,696 Est. Cost $120.00 Unrealized +11.1%
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value $1.589M Shares 26,219 Est. Cost $52.43 Unrealized +8.1%
PAG PENSKE AUTOMOTIVE GROUP INC 0.1%
Value $1.589M Shares 9,513 Est. Cost $102.11 Unrealized +63.8%
AFL AFLAC INC 0.1%
Value $1.589M Shares 20,708 Est. Cost $58.19 Unrealized +21.2%
EXE CHESAPEAKE ENERGY CORP 0.1%
Value $1.589M Shares 18,423 Est. Cost $79.10 Unrealized 0.0%
AN AUTONATION INC 0.1%
Value $1.587M Shares 10,482 Est. Cost $105.63 Unrealized +51.0%
HRB H&R BLOCK INC 0.1%
Value $1.587M Shares 36,855 Est. Cost $34.45 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value $1.587M Shares 12,747 Est. Cost $71.79 Unrealized +92.2%
WSC WILLSCOT MOBILE MINI HOLDING 0.1%
Value $1.587M Shares 38,148 Est. Cost $40.05 Unrealized +9.9%
SEIC SEI INVESTMENTS COMPANY 0.1%
Value $1.587M Shares 26,357 Est. Cost $56.04 Unrealized +6.3%
TXT TEXTRON INC 0.1%
Value $1.586M Shares 20,303 Est. Cost $67.65 Unrealized +9.9%
PRI PRIMERICA INC 0.1%
Value $1.585M Shares 8,171 Est. Cost $204.75 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value $1.585M Shares 514 Est. Cost $2413.86 Unrealized +23.4%
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value $1.584M Shares 6,665 Est. Cost $200.25 Unrealized +16.0%
ORI OLD REPUBLIC INTL CORP 0.1%
Value $1.583M Shares 58,773 Est. Cost $20.44 Unrealized +9.2%
HIG HARTFORD FINANCIAL SVCS GRP 0.1%
Value $1.583M Shares 22,330 Est. Cost $62.57 Unrealized +10.9%
EVR EVERCORE INC 0.1%
Value $1.582M Shares 11,473 Est. Cost $131.10 Unrealized 0.0%
DBX DROPBOX INC 0.1%
Value $1.581M Shares 58,068 Est. Cost $22.79 Unrealized +19.6%
MARATHON OIL CORP 0.1%
Value $1.58M Shares 59,077 Est. Cost $24.69 Unrealized
TDC TERADATA CORP 0.1%
Value $1.58M Shares 35,106 Est. Cost $48.94 Unrealized 0.0%
MEDP MEDPACE HOLDINGS INC 0.1%
Value $1.578M Shares 6,516 Est. Cost $255.77 Unrealized 0.0%
GL GLOBE LIFE INC 0.1%
Value $1.578M Shares 14,514 Est. Cost $109.50 Unrealized 0.0%
CACI CACI INTERNATIONAL 0.1%
Value $1.577M Shares 5,024 Est. Cost $311.52 Unrealized +7.4%
EXP EAGLE MATERIALS INC 0.1%
Value $1.576M Shares 9,467 Est. Cost $146.64 Unrealized +22.6%
NEU NEWMARKET CORP 0.1%
Value $1.576M Shares 3,463 Est. Cost $328.40 Unrealized +31.7%
OGN ORGANON &CO 0.1%
Value $1.575M Shares 90,725 Est. Cost $21.75 Unrealized -14.7%
EXEL EXELIXIS INC 0.1%
Value $1.574M Shares 72,049 Est. Cost $20.92 Unrealized 0.0%
EFV ISHARES TR EAFE VALUE ETF 0.1%
Value $1.479M Shares 30,223 Est. Cost $48.94 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $1.474M Shares 10,106 Est. Cost $138.05 Unrealized +4.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $1.417M Shares 2,800 Est. Cost $536.18 Unrealized -1.4%
QUAL ISHARES TR MSCI USA QLT FCT 0.1%
Value $1.403M Shares 10,648 Est. Cost $131.76 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value $1.214M Shares 2,150 Est. Cost $532.21 Unrealized 0.0%
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value $1.192M Shares 13,808 Est. Cost $86.33 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $1.191M Shares 4,800 Est. Cost $224.23 Unrealized -1.8%
SCHZ SCHWAB US AGGREGATE BONDETF 0.1%
Value $1.026M Shares 23,207 Est. Cost $44.21 Unrealized
MBB ISHARES TR MBS ETF 0.1%
Value $997K Shares 11,227 Est. Cost $88.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.1%
Value $990K Shares 20,701 Est. Cost $47.82 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $947K Shares 517 Est. Cost $38.99 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $927K Shares 3,069 Est. Cost $277.52 Unrealized +9.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $919K Shares 2,215 Est. Cost $383.75 Unrealized
PCG P G & E CORP 0.1%
Value $881K Shares 54,606 Est. Cost $16.99 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value $863K Shares 11,482 Est. Cost $75.16 Unrealized
TFLO ISHARES TREASURY FLOATING RA 0.1%
Value $852K Shares 16,791 Est. Cost $50.74 Unrealized
AVGO BROADCOM INC 0.1%
Value $838K Shares 1,009 Est. Cost $68.73 Unrealized +22.2%
FE FIRSTENERGY CORP 0.1%
Value $751K Shares 21,975 Est. Cost $33.70 Unrealized 0.0%
GUESS 0.1%
Value $744K Shares 34,367 Est. Cost $21.65 Unrealized
VYX NCR CORPORATION 0.1%
Value $740K Shares 27,421 Est. Cost $17.02 Unrealized 0.0%
DENBURY INC 0.1%
Value $739K Shares 7,539 Est. Cost $98.02 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $739K Shares 15,969 Est. Cost $48.38 Unrealized 0.0%
HTZ HERTZ GLOBAL HLDGS INC 0.1%
Value $739K Shares 60,333 Est. Cost $16.72 Unrealized 0.0%
PINS PINTEREST INC 0.1%
Value $739K Shares 27,339 Est. Cost $27.30 Unrealized 0.0%
ROG ROGERS CORP 0.1%
Value $739K Shares 5,618 Est. Cost $149.26 Unrealized 0.0%
NEW RELIC INC 0.1%
Value $738K Shares 8,618 Est. Cost $85.63 Unrealized
CVI CVR ENERGY INC 0.1%
Value $738K Shares 21,679 Est. Cost $29.83 Unrealized 0.0%
WEN WENDYS CO 0.1%
Value $737K Shares 36,116 Est. Cost $20.88 Unrealized 0.0%
ACM AECOM 0.1%
Value $736K Shares 8,866 Est. Cost $84.14 Unrealized 0.0%
BTU PEABODY ENERGY CORP 0.1%
Value $736K Shares 28,304 Est. Cost $21.63 Unrealized 0.0%
SPLUNK INC 0.1%
Value $736K Shares 5,034 Est. Cost $146.21 Unrealized
KNF KNIFE RIVER CORP 0.1%
Value $735K Shares 15,043 Est. Cost $47.47 Unrealized 0.0%
KKR KKR & CO INC 0.1%
Value $735K Shares 11,936 Est. Cost $59.78 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC 0.1%
Value $735K Shares 41,811 Est. Cost $16.39 Unrealized 0.0%
CATALENT INC 0.1%
Value $735K Shares 16,152 Est. Cost $45.51 Unrealized
OPCH OPTION CARE HEALTH INC 0.1%
Value $734K Shares 22,685 Est. Cost $33.71 Unrealized 0.0%
GEN GEN DIGITAL INC 0.1%
Value $734K Shares 41,493 Est. Cost $18.62 Unrealized 0.0%
CBRE CBRE GROUP INC 0.1%
Value $734K Shares 9,936 Est. Cost $82.92 Unrealized 0.0%
SHAK SHAKE SHACK INC 0.1%
Value $732K Shares 12,610 Est. Cost $71.08 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value $731K Shares 19,653 Est. Cost $13.45 Unrealized +144.4%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.1%
Value $722K Shares 12,527 Est. Cost $57.64 Unrealized
TMUS T MOBILE US INC 0.1%
Value $700K Shares 5,001 Est. Cost $135.59 Unrealized -1.3%
AMGN AMGEN INC 0.1%
Value $675K Shares 2,511 Est. Cost $213.65 Unrealized +8.5%
MCD MCDONALDS CORP 0.1%
Value $670K Shares 2,545 Est. Cost $269.51 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value $628K Shares 11,215 Est. Cost $55.72 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value $595K Shares 12,493 Est. Cost $46.70 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD 0.0%
Value $542K Shares 17,484 Est. Cost $31.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value $509K Shares 4,584 Est. Cost $110.06 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $503K Shares 8,665 Est. Cost $54.35 Unrealized 0.0%
ESGU ISHARES TR ESG AWARE MSCI USA ETF 0.0%
Value $502K Shares 5,345 Est. Cost $93.92 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $496K Shares 16,926 Est. Cost $29.30 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.0%
Value $492K Shares 3,435 Est. Cost $143.23 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value $490K Shares 1,843 Est. Cost $265.87 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $479K Shares 5,202 Est. Cost $91.57 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $473K Shares 927 Est. Cost $524.63 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $460K Shares 4,486 Est. Cost $102.54 Unrealized
NOW SERVICENOW INC 0.0%
Value $454K Shares 813 Est. Cost $114.08 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value $453K Shares 1,217 Est. Cost $369.03 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value $431K Shares 990 Est. Cost $442.65 Unrealized -1.4%
VMBS VANGUARD SCOTTSDALE FDS MTG 0.0%
Value $423K Shares 9,661 Est. Cost $43.78 Unrealized
DE DEERE & CO 0.0%
Value $423K Shares 1,121 Est. Cost $397.95 Unrealized 0.0%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value $421K Shares 5,816 Est. Cost $72.39 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $411K Shares 6,003 Est. Cost $68.47 Unrealized
ORCL ORACLE CORP 0.0%
Value $411K Shares 3,885 Est. Cost $112.78 Unrealized 0.0%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.0%
Value $404K Shares 3,851 Est. Cost $104.91 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value $401K Shares 1,667 Est. Cost $231.16 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value $391K Shares 5,406 Est. Cost $72.33 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $373K Shares 1,074 Est. Cost $349.73 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.0%
Value $371K Shares 5,526 Est. Cost $67.14 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $369K Shares 3,807 Est. Cost $100.45 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value $356K Shares 3,447 Est. Cost $103.28 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $343K Shares 3,691 Est. Cost $97.14 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value $342K Shares 3,328 Est. Cost $108.55 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value $338K Shares 2,427 Est. Cost $120.35 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $331K Shares 2,136 Est. Cost $134.18 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY 0.0%
Value $325K Shares 927 Est. Cost $326.37 Unrealized +8.7%
BX BLACKSTONE INC 0.0%
Value $308K Shares 2,872 Est. Cost $97.43 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value $306K Shares 599 Est. Cost $498.82 Unrealized 0.0%
BIL SPDR BLOOMBERG 0.0%
Value $290K Shares 3,160 Est. Cost $91.77 Unrealized
GSUS GOLDMAN SACHS ETF TR MARKETBETA US EQ 0.0%
Value $285K Shares 4,866 Est. Cost $58.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $284K Shares 1,212 Est. Cost $118.33 Unrealized 0.0%
MUST COLUMBIA ETF TR I MULTI SEC MUNI 0.0%
Value $277K Shares 14,219 Est. Cost $19.48 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $275K Shares 600 Est. Cost $447.51 Unrealized 0.0%
GCOR GOLDMAN SACHS ETF TR ACCESS US AGRAT 0.0%
Value $271K Shares 6,815 Est. Cost $39.77 Unrealized
UNP UNION PAC CORP 0.0%
Value $270K Shares 1,325 Est. Cost $206.15 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value $265K Shares 2,978 Est. Cost $85.34 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value $265K Shares 935 Est. Cost $274.86 Unrealized 0.0%
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value $259K Shares 11,760 Est. Cost $22.02 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value $257K Shares 4,150 Est. Cost $61.93 Unrealized
CDNS CADENCE DESIGN SYS 0.0%
Value $256K Shares 1,092 Est. Cost $234.06 Unrealized 0.0%
AGGY WISDOMTREE TR YIELD ENHANCD US 0.0%
Value $254K Shares 6,118 Est. Cost $41.52 Unrealized
IJH ISHARES CORE S&P MIDCAP 0.0%
Value $253K Shares 1,014 Est. Cost $249.51 Unrealized
MRSH MARSH & MCLENNAN COS 0.0%
Value $251K Shares 1,321 Est. Cost $184.60 Unrealized 0.0%
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value $233K Shares 7,728 Est. Cost $30.15 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $230K Shares 2,518 Est. Cost $92.46 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value $229K Shares 2,207 Est. Cost $103.76 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $229K Shares 1,490 Est. Cost $153.69 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value $228K Shares 4,606 Est. Cost $49.50 Unrealized
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.0%
Value $219K Shares 2,603 Est. Cost $84.13 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $215K Shares 5,773 Est. Cost $39.01 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $213K Shares 3,076 Est. Cost $67.21 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.0%
Value $212K Shares 497 Est. Cost $426.56 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $207K Shares 708 Est. Cost $312.30 Unrealized 0.0%