Redwood Investment Management, LLC Quant / Systematic

CIK: 0001717479 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,127 (100.0% shares, 0.0% debt)

Holdings (312)

IWM ISHARES RUSSELL 2000 ETF 12.7%
Value ($000) $143 Shares 647,993 Est. Cost $0.22 Unrealized
LSAF TWO RDS SHARED TR LDRSHS ALPFACT 6.8%
Value ($000) $77 Shares 1,865,434 Est. Cost $5.45 Unrealized
LSAT TWO RDS SHARED TR LEASERSHS ALPHAF 4.6%
Value ($000) $52 Shares 1,242,555 Est. Cost $6.26 Unrealized
TWO RDS SHARED TR LEADERSHARES EQT 4.5%
Value ($000) $51 Shares 1,479,599 Est. Cost $5.95 Unrealized
TWO RDS SHARED TR LEADERSHS ACTIVI 3.4%
Value ($000) $39 Shares 1,143,064 Est. Cost $5.96 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 3.0%
Value ($000) $33 Shares 63,168 Est. Cost $40.38 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 2.4%
Value ($000) $27 Shares 568,875 Est. Cost $0.04 Unrealized
DYLD TWO RDS SHARED TRUST LEADERSHARES DYNAMIC YIELD ETF 1.7%
Value ($000) $19 Shares 849,053 Est. Cost $4.79 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWT 1.5%
Value ($000) $17 Shares 182,629 Est. Cost $3.66 Unrealized
OEF ISHARES S&P 100 ETF 1.1%
Value ($000) $13 Shares 46,108 Est. Cost $0.28 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 1.1%
Value ($000) $12 Shares 418,096 Est. Cost $3.21 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARK 1.0%
Value ($000) $12 Shares 279,677 Est. Cost $0.31 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL CAP ETF 0.8%
Value ($000) $9 Shares 227,833 Est. Cost $0.03 Unrealized
VSS VANGUARD FTSE ALL WORLD EX US ETF 0.8%
Value ($000) $9 Shares 68,989 Est. Cost $0.10 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.7%
Value ($000) $8 Shares 83,356 Est. Cost $14.06 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $8 Shares 34,748 Est. Cost $170.48 Unrealized +30.2%
VST VISTRA CORP 0.7%
Value ($000) $8 Shares 64,877 Est. Cost $30.03 Unrealized +180.0%
BMY BRISTOLMYERS SQUIBB CO 0.6%
Value ($000) $7 Shares 141,233 Est. Cost $47.10 Unrealized -7.3%
SLYV SPDR S&P 600 SMALL CAP VALUE 0.6%
Value ($000) $7 Shares 82,722 Est. Cost $4.35 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.6%
Value ($000) $7 Shares 101,830 Est. Cost $0.06 Unrealized
EBAY EBAY INC 0.6%
Value ($000) $7 Shares 106,646 Est. Cost $41.91 Unrealized +34.3%
CMCSA COMCAST CORPCLASS A 0.6%
Value ($000) $7 Shares 158,913 Est. Cost $38.90 Unrealized -3.0%
MTG MGIC INVESTMENT CORP 0.6%
Value ($000) $7 Shares 260,437 Est. Cost $13.68 Unrealized +76.2%
DE DEERE & CO 0.6%
Value ($000) $6 Shares 15,276 Est. Cost $371.14 Unrealized -0.5%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $6 Shares 70,826 Est. Cost $29.43 Unrealized +12.1%
SPB SPECTRUM BRANDS HOLDINGS INC 0.5%
Value ($000) $6 Shares 65,836 Est. Cost $76.46 Unrealized +15.7%
HLT HILTON WORLDWIDE HOLDINGS IN 0.5%
Value ($000) $6 Shares 26,311 Est. Cost $151.61 Unrealized +42.3%
MAR MARRIOTT INTERNATIONAL CL A 0.5%
Value ($000) $6 Shares 23,392 Est. Cost $184.47 Unrealized +24.6%
SPYV SPDR PORT S&P 500 VALUE 0.5%
Value ($000) $6 Shares 105,737 Est. Cost $0.05 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $5 Shares 64,176 Est. Cost $0.08 Unrealized
MPC MARATHON PETROLEUM CORP 0.5%
Value ($000) $5 Shares 32,332 Est. Cost $98.83 Unrealized +65.9%
JEF JEFFERIES FINANCIAL GROUP IN 0.5%
Value ($000) $5 Shares 83,081 Est. Cost $34.88 Unrealized +55.9%
FOX FOX CORP CLASS B 0.4%
Value ($000) $5 Shares 129,976 Est. Cost $27.32 Unrealized +30.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $5 Shares 31,005 Est. Cost $146.31 Unrealized +4.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.4%
Value ($000) $5 Shares 50,653 Est. Cost $0.10 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.4%
Value ($000) $5 Shares 104,086 Est. Cost $0.04 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $5 Shares 35,797 Est. Cost $110.13 Unrealized +26.6%
HRB H&R BLOCK INC 0.4%
Value ($000) $5 Shares 76,350 Est. Cost $40.35 Unrealized +41.7%
PPC PILGRIMS PRIDE CORP 0.4%
Value ($000) $5 Shares 108,833 Est. Cost $24.53 Unrealized +72.4%
CNC CENTENE CORP 0.4%
Value ($000) $5 Shares 63,844 Est. Cost $72.55 Unrealized +1.0%
LUV SOUTHWEST AIRLINES CO 0.4%
Value ($000) $5 Shares 160,084 Est. Cost $26.84 Unrealized 0.0%
VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF 0.4%
Value ($000) $5 Shares 88,932 Est. Cost $8.40 Unrealized
ARW ARROW ELECTRONICS INC 0.4%
Value ($000) $5 Shares 34,959 Est. Cost $119.51 Unrealized +6.1%
POST POST HOLDINGS INC 0.4%
Value ($000) $5 Shares 40,230 Est. Cost $84.88 Unrealized +32.1%
SRE SEMPRA 0.4%
Value ($000) $5 Shares 55,717 Est. Cost $66.74 Unrealized +14.4%
LH LABCORP HOLDINGS INC 0.4%
Value ($000) $5 Shares 20,565 Est. Cost $199.50 Unrealized +8.4%
TNL TRAVEL LEISURE CO 0.4%
Value ($000) $4 Shares 96,408 Est. Cost $33.98 Unrealized +22.6%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $4 Shares 34,505 Est. Cost $101.48 Unrealized +18.5%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $4 Shares 20,755 Est. Cost $115.70 Unrealized +78.7%
IUSB ISHARES TR CORE TOTAL USD 0.4%
Value ($000) $4 Shares 91,995 Est. Cost $0.04 Unrealized
ADT ADT INC 0.4%
Value ($000) $4 Shares 567,172 Est. Cost $5.92 Unrealized +18.9%
NXST NEXSTAR MEDIA GROUP INC 0.4%
Value ($000) $4 Shares 24,611 Est. Cost $134.33 Unrealized +18.1%
BBWI BATH & BODY WORKS INC 0.4%
Value ($000) $4 Shares 125,813 Est. Cost $37.71 Unrealized -16.4%
MSFT MICROSOFT CORP 0.4%
Value ($000) $4 Shares 9,411 Est. Cost $339.24 Unrealized +24.7%
BHC BAUSCH HEALTH COS INC 0.3%
Value ($000) $4 Shares 460,417 Est. Cost $11.88 Unrealized -44.5%
OMC OMNICOM GROUP 0.3%
Value ($000) $4 Shares 35,746 Est. Cost $84.82 Unrealized +7.7%
TDC TERADATA CORP 0.3%
Value ($000) $4 Shares 120,727 Est. Cost $45.97 Unrealized -35.1%
DINO HF SINCLAIR CORP 0.3%
Value ($000) $4 Shares 78,918 Est. Cost $48.34 Unrealized -7.7%
JBLU JETBLUE AIRWAYS CORP 0.3%
Value ($000) $3 Shares 532,915 Est. Cost $6.15 Unrealized -8.3%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3 Shares 31,528 Est. Cost $0.09 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $3 Shares 15,574 Est. Cost $125.39 Unrealized +46.0%
VSTS VESTIS CORP 0.3%
Value ($000) $3 Shares 196,830 Est. Cost $14.45 Unrealized -7.1%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.3%
Value ($000) $3 Shares 5,061 Est. Cost $0.54 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $3 Shares 162,174 Est. Cost $15.63 Unrealized -1.2%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE BD ETF 0.3%
Value ($000) $3 Shares 60,012 Est. Cost $0.05 Unrealized
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $3 Shares 17,260 Est. Cost $124.40 Unrealized +34.0%
SWX SOUTHWEST GAS HOLDINGS INC 0.3%
Value ($000) $3 Shares 37,954 Est. Cost $77.15 Unrealized -6.3%
QSR RESTAURANT BRANDS INTERN 0.2%
Value ($000) $3 Shares 39,453 Est. Cost $57.86 Unrealized +21.5%
HHH HOWARD HUGHES HOLDINGS INC 0.2%
Value ($000) $3 Shares 36,153 Est. Cost $75.03 Unrealized -5.9%
JHG JANUS HENDERSON GROUP PLC 0.2%
Value ($000) $3 Shares 73,369 Est. Cost $30.04 Unrealized +20.3%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $3 Shares 24,990 Est. Cost $89.66 Unrealized +5.1%
AQN ALGONQUIN POWER & UTILITIES 0.2%
Value ($000) $3 Shares 505,299 Est. Cost $6.65 Unrealized -18.7%
TREEHOUSE FOODS INC 0.2%
Value ($000) $3 Shares 66,441 Est. Cost $26.56 Unrealized
DYNF BLACKROCK ETF TRUST US EQT FACTOR 0.2%
Value ($000) $3 Shares 56,396 Est. Cost $0.05 Unrealized
MTCH MATCH GROUP INC 0.2%
Value ($000) $3 Shares 73,757 Est. Cost $34.19 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $3 Shares 22,956 Est. Cost $95.58 Unrealized +23.5%
INVA INNOVIVA INC 0.2%
Value ($000) $3 Shares 140,912 Est. Cost $13.64 Unrealized +35.2%
MRCY MERCURY SYSTEMS INC 0.2%
Value ($000) $3 Shares 72,362 Est. Cost $35.46 Unrealized -0.7%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $3 Shares 12,621 Est. Cost $103.68 Unrealized +98.6%
QUAL ISHARES TR MSCI USA QLT FCT 0.2%
Value ($000) $3 Shares 14,941 Est. Cost $0.15 Unrealized
ALIT ALIGHT INC CLASS A 0.2%
Value ($000) $3 Shares 369,122 Est. Cost $8.51 Unrealized -19.5%
ANGL VANECK VECTORS FALLEN ANGEL ETF 0.2%
Value ($000) $3 Shares 91,000 Est. Cost $0.03 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.2%
Value ($000) $3 Shares 12,091 Est. Cost $127.59 Unrealized +48.1%
DAN DANA INC 0.2%
Value ($000) $3 Shares 244,254 Est. Cost $16.01 Unrealized -33.8%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $3 Shares 4,685 Est. Cost $462.34 Unrealized +10.8%
BLMN BLOOMIN BRANDS INC 0.2%
Value ($000) $3 Shares 155,362 Est. Cost $22.96 Unrealized -28.8%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.2%
Value ($000) $2 Shares 100,985 Est. Cost $0.02 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $2 Shares 15,074 Est. Cost $121.85 Unrealized +22.4%
SJNK SPDR BLOOMBERG BARCLAYS SHORT ETF 0.2%
Value ($000) $2 Shares 93,756 Est. Cost $0.02 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.2%
Value ($000) $2 Shares 41,517 Est. Cost $0.05 Unrealized
FTRE FORTREA HOLDINGS INC 0.2%
Value ($000) $2 Shares 118,737 Est. Cost $30.73 Unrealized -23.6%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2 Shares 17,056 Est. Cost $144.24 Unrealized -16.4%
TPR TAPESTRY INC 0.2%
Value ($000) $2 Shares 47,407 Est. Cost $40.30 Unrealized -0.4%
APP APPLOVIN CORP CLASS A 0.2%
Value ($000) $2 Shares 17,378 Est. Cost $78.13 Unrealized +16.8%
EFG ISHARES TR EAFE GRWTH ETF 0.2%
Value ($000) $2 Shares 20,595 Est. Cost $0.09 Unrealized
T ATT INC 0.2%
Value ($000) $2 Shares 101,221 Est. Cost $14.69 Unrealized +27.9%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $2 Shares 10,722 Est. Cost $179.97 Unrealized +4.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2 Shares 48,070 Est. Cost $30.79 Unrealized +24.7%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS ETF 0.2%
Value ($000) $2 Shares 82,200 Est. Cost $0.03 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.2%
Value ($000) $2 Shares 534,560 Est. Cost $9.83 Unrealized -45.3%
SWK STANLEY BLACK DECKER INC 0.2%
Value ($000) $2 Shares 19,340 Est. Cost $70.54 Unrealized +28.1%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2 Shares 34,431 Est. Cost $67.81 Unrealized -18.6%
GEN GEN DIGITAL INC 0.2%
Value ($000) $2 Shares 76,855 Est. Cost $20.92 Unrealized +19.7%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2 Shares 39,713 Est. Cost $47.35 Unrealized -1.2%
BXP BXP INC 0.2%
Value ($000) $2 Shares 26,023 Est. Cost $52.57 Unrealized +26.5%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $2 Shares 12,562 Est. Cost $155.60 Unrealized -6.5%
HAS HASBRO INC 0.2%
Value ($000) $2 Shares 28,959 Est. Cost $55.08 Unrealized +11.4%
V VISA INC CLASS A SHARES 0.2%
Value ($000) $2 Shares 7,593 Est. Cost $228.92 Unrealized +16.9%
PFE PFIZER INC 0.2%
Value ($000) $2 Shares 71,543 Est. Cost $33.98 Unrealized -21.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2 Shares 24,855 Est. Cost $70.03 Unrealized +4.3%
EVRG EVERGY INC 0.2%
Value ($000) $2 Shares 33,255 Est. Cost $50.42 Unrealized +9.2%
EXC EXELON CORPORATION 0.2%
Value ($000) $2 Shares 50,456 Est. Cost $35.76 Unrealized 0.0%
CCI CROWN CASTLE INC 0.2%
Value ($000) $2 Shares 17,422 Est. Cost $97.38 Unrealized +4.8%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $2 Shares 62,529 Est. Cost $29.85 Unrealized -5.4%
DOW DOW INC 0.2%
Value ($000) $2 Shares 36,739 Est. Cost $41.33 Unrealized +16.0%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $2 Shares 13,837 Est. Cost $147.97 Unrealized -5.4%
D DOMINION ENERGY INC 0.2%
Value ($000) $2 Shares 35,161 Est. Cost $50.77 Unrealized +0.8%
BBY BEST BUY CO INC 0.2%
Value ($000) $2 Shares 19,649 Est. Cost $65.73 Unrealized +27.6%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $2 Shares 40,959 Est. Cost $30.30 Unrealized +45.8%
KMI KINDER MORGAN INC 0.2%
Value ($000) $2 Shares 91,914 Est. Cost $15.19 Unrealized +30.7%
HPE HEWLETT PACKARD ENTERPRIS CO 0.2%
Value ($000) $2 Shares 99,356 Est. Cost $18.38 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $2 Shares 12,856 Est. Cost $82.42 Unrealized +64.5%
O REALTY INCOME CORP 0.2%
Value ($000) $2 Shares 31,757 Est. Cost $48.62 Unrealized +13.1%
FMC F M C CORPORATION 0.2%
Value ($000) $2 Shares 30,125 Est. Cost $52.55 Unrealized +8.5%
BEN FRANKLIN RES INC 0.2%
Value ($000) $2 Shares 95,894 Est. Cost $19.72 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.2%
Value ($000) $2 Shares 87,933 Est. Cost $15.47 Unrealized +27.8%
PNW PINNACLE WEST CAP CORP 0.2%
Value ($000) $2 Shares 22,463 Est. Cost $63.94 Unrealized +26.5%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $2 Shares 56,078 Est. Cost $32.19 Unrealized -1.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2 Shares 38,796 Est. Cost $35.34 Unrealized +28.8%
PAYX PAYCHEX INC 0.2%
Value ($000) $2 Shares 14,882 Est. Cost $116.34 Unrealized +4.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.2%
Value ($000) $2 Shares 3,991 Est. Cost $0.48 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $2 Shares 43,712 Est. Cost $32.99 Unrealized +26.6%
SNA SNAP ON INC 0.2%
Value ($000) $2 Shares 6,820 Est. Cost $265.72 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $2 Shares 29,030 Est. Cost $52.54 Unrealized +14.8%
F FORD MOTOR CO 0.2%
Value ($000) $2 Shares 180,281 Est. Cost $10.17 Unrealized +2.6%
HPQ HP INC 0.2%
Value ($000) $2 Shares 54,394 Est. Cost $24.56 Unrealized +35.4%
LAZ LAZARD INC 0.2%
Value ($000) $2 Shares 38,160 Est. Cost $39.26 Unrealized +18.0%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $2 Shares 15,930 Est. Cost $82.29 Unrealized +33.5%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $2 Shares 11,211 Est. Cost $142.72 Unrealized +29.7%
OKE ONEOK INC 0.2%
Value ($000) $2 Shares 21,210 Est. Cost $54.29 Unrealized +50.1%
EXP EAGLE MATERIALS INC 0.2%
Value ($000) $2 Shares 6,685 Est. Cost $161.22 Unrealized +54.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $2 Shares 17,193 Est. Cost $0.11 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2 Shares 210,179 Est. Cost $0.02 Unrealized
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $2 Shares 60,105 Est. Cost $29.57 Unrealized -1.9%
PHM PULTEGROUP INC 0.2%
Value ($000) $2 Shares 13,143 Est. Cost $53.71 Unrealized +134.1%
VTRS VIATRIS INC 0.2%
Value ($000) $2 Shares 162,900 Est. Cost $9.21 Unrealized +17.4%
ALSN ALLISON TRANSMISSION HOLDING 0.2%
Value ($000) $2 Shares 19,254 Est. Cost $41.14 Unrealized +105.3%
HYD VANECK VECTORS HIGH YIELD MUNI ETF 0.2%
Value ($000) $2 Shares 34,700 Est. Cost $0.05 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $2 Shares 2,262 Est. Cost $655.29 Unrealized +8.5%
FFIV F5 INC 0.2%
Value ($000) $2 Shares 8,357 Est. Cost $175.62 Unrealized +10.4%
MOS MOSAIC CO NEW 0.2%
Value ($000) $2 Shares 67,330 Est. Cost $26.31 Unrealized 0.0%
MAS MASCO CORP 0.2%
Value ($000) $2 Shares 21,752 Est. Cost $69.83 Unrealized +6.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $2 Shares 4,635 Est. Cost $303.95 Unrealized +11.4%
NVR NVR INC 0.2%
Value ($000) $2 Shares 186 Est. Cost $6168.00 Unrealized +41.5%
LEN LENNAR CORP A 0.2%
Value ($000) $2 Shares 9,628 Est. Cost $146.63 Unrealized +12.0%
UHS UNIVERSAL HEALTH SERVICES B 0.2%
Value ($000) $2 Shares 7,768 Est. Cost $138.05 Unrealized +55.2%
AFL AFLAC INC 0.2%
Value ($000) $2 Shares 16,085 Est. Cost $59.77 Unrealized +65.2%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $2 Shares 4,410 Est. Cost $237.01 Unrealized +52.8%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $2 Shares 10,886 Est. Cost $92.19 Unrealized +64.0%
AMZN AMAZONCOM INC 0.2%
Value ($000) $2 Shares 9,512 Est. Cost $149.43 Unrealized +22.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2 Shares 6,509 Est. Cost $156.99 Unrealized +56.1%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $2 Shares 17,727 Est. Cost $92.87 Unrealized +8.3%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.2%
Value ($000) $2 Shares 67,133 Est. Cost $0.03 Unrealized
RTX RTX CORP 0.2%
Value ($000) $2 Shares 14,519 Est. Cost $100.55 Unrealized +10.5%
VOT VANGUARD MID CAP GROWTH INDEX FUND 0.2%
Value ($000) $2 Shares 7,157 Est. Cost $37.16 Unrealized
FISV FISERV INC 0.2%
Value ($000) $2 Shares 9,747 Est. Cost $118.68 Unrealized +39.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2 Shares 3,360 Est. Cost $423.77 Unrealized +15.6%
SAIC SCIENCE APPLICATIONS INTE 0.2%
Value ($000) $2 Shares 12,317 Est. Cost $126.62 Unrealized -0.3%
DVA DAVITA INC 0.1%
Value ($000) $2 Shares 10,360 Est. Cost $121.03 Unrealized +22.1%
MET METLIFE INC 0.1%
Value ($000) $2 Shares 20,472 Est. Cost $68.29 Unrealized +5.2%
NRG NRG ENERGY INC 0.1%
Value ($000) $2 Shares 18,486 Est. Cost $48.77 Unrealized +59.9%
AWI ARMSTRONG WORLD INDUSTRIES 0.1%
Value ($000) $2 Shares 12,789 Est. Cost $109.27 Unrealized +12.0%
HIG HARTFORD FINANCIAL SVCS GRP 0.1%
Value ($000) $2 Shares 14,339 Est. Cost $63.57 Unrealized +68.4%
CPAY CORPAY INC 0.1%
Value ($000) $2 Shares 5,380 Est. Cost $287.04 Unrealized +2.3%
UNM UNUM GROUP 0.1%
Value ($000) $2 Shares 28,415 Est. Cost $51.84 Unrealized +4.8%
WAB WABTEC CORP 0.1%
Value ($000) $2 Shares 9,111 Est. Cost $158.65 Unrealized +2.7%
GWW WW GRAINGER INC 0.1%
Value ($000) $2 Shares 1,600 Est. Cost $917.89 Unrealized +4.2%
AN AUTONATION INC 0.1%
Value ($000) $2 Shares 9,068 Est. Cost $108.25 Unrealized +58.6%
VRT VERTIV HOLDINGS CO A 0.1%
Value ($000) $2 Shares 16,817 Est. Cost $77.44 Unrealized +6.8%
ORI OLD REPUBLIC INTL CORP 0.1%
Value ($000) $2 Shares 46,727 Est. Cost $20.86 Unrealized +38.9%
MBB ISHARES TR MBS ETF 0.1%
Value ($000) $2 Shares 17,249 Est. Cost $0.09 Unrealized
USFD US FOODS HOLDING CORP 0.1%
Value ($000) $2 Shares 27,205 Est. Cost $52.75 Unrealized +6.1%
AMG AFFILIATED MANAGERS GROUP 0.1%
Value ($000) $2 Shares 9,251 Est. Cost $155.96 Unrealized +8.9%
RL RALPH LAUREN CORP 0.1%
Value ($000) $2 Shares 8,282 Est. Cost $161.11 Unrealized +5.2%
LAMR LAMAR ADVERTISING CO A 0.1%
Value ($000) $2 Shares 12,168 Est. Cost $0.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2 Shares 2,292 Est. Cost $44.89 Unrealized +49.0%
UTHR UNITED THERAPEUTICS CORP 0.1%
Value ($000) $2 Shares 4,522 Est. Cost $267.48 Unrealized +26.3%
JBL JABIL INC 0.1%
Value ($000) $2 Shares 13,220 Est. Cost $110.40 Unrealized -1.9%
PRI PRIMERICA INC 0.1%
Value ($000) $2 Shares 6,089 Est. Cost $206.64 Unrealized +22.2%
AOS SMITH AO CORP 0.1%
Value ($000) $2 Shares 17,617 Est. Cost $71.39 Unrealized +12.9%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $2 Shares 3,376 Est. Cost $296.53 Unrealized +43.8%
SLM SLM CORP 0.1%
Value ($000) $2 Shares 69,642 Est. Cost $20.01 Unrealized +7.7%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $2 Shares 18,245 Est. Cost $76.37 Unrealized +0.3%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $2 Shares 15,027 Est. Cost $93.69 Unrealized -0.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $2 Shares 3,515 Est. Cost $274.02 Unrealized +48.3%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $2 Shares 31,279 Est. Cost $36.13 Unrealized +30.7%
AZO AUTOZONE INC 0.1%
Value ($000) $2 Shares 483 Est. Cost $1739.55 Unrealized +76.5%
DOV DOVER CORP 0.1%
Value ($000) $2 Shares 8,000 Est. Cost $175.95 Unrealized +2.0%
WSO WATSCO INC 0.1%
Value ($000) $2 Shares 3,104 Est. Cost $458.01 Unrealized +4.9%
HOOD ROBINHOOD MARKETS INC A 0.1%
Value ($000) $2 Shares 63,955 Est. Cost $19.64 Unrealized +7.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2 Shares 359 Est. Cost $2585.80 Unrealized +46.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $2 Shares 4,383 Est. Cost $334.23 Unrealized +0.2%
MUSA MURPHY USA INC 0.1%
Value ($000) $2 Shares 3,036 Est. Cost $321.46 Unrealized +55.0%
H HYATT HOTELS CORP CL A 0.1%
Value ($000) $2 Shares 9,557 Est. Cost $148.97 Unrealized -1.5%
KEX KIRBY CORP 0.1%
Value ($000) $2 Shares 11,979 Est. Cost $112.01 Unrealized +6.5%
SNX TD SYNNEX CORP 0.1%
Value ($000) $1 Shares 12,504 Est. Cost $101.52 Unrealized +11.6%
EQH EQUITABLE HOLDINGS INC 0.1%
Value ($000) $1 Shares 35,353 Est. Cost $32.90 Unrealized +21.2%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1 Shares 8,248 Est. Cost $153.13 Unrealized +17.4%
TXT TEXTRON INC 0.1%
Value ($000) $1 Shares 16,680 Est. Cost $68.85 Unrealized +28.0%
OC OWENS CORNING 0.1%
Value ($000) $1 Shares 8,346 Est. Cost $91.57 Unrealized +83.9%
GM GENERAL MOTORS CO 0.1%
Value ($000) $1 Shares 31,283 Est. Cost $44.44 Unrealized +2.8%
MKL MARKEL GROUP INC 0.1%
Value ($000) $1 Shares 921 Est. Cost $1553.34 Unrealized +0.8%
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $1 Shares 19,531 Est. Cost $53.19 Unrealized +35.8%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1 Shares 7,218 Est. Cost $0.19 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1 Shares 2,737 Est. Cost $504.86 Unrealized +8.6%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1 Shares 5,336 Est. Cost $237.61 Unrealized +12.9%
VVV VALVOLINE INC 0.1%
Value ($000) $1 Shares 33,557 Est. Cost $35.12 Unrealized +21.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $1 Shares 11,134 Est. Cost $69.25 Unrealized +71.6%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $1 Shares 8,790 Est. Cost $150.24 Unrealized +1.5%
COTY COTY INC CL A 0.1%
Value ($000) $1 Shares 145,294 Est. Cost $10.67 Unrealized -10.6%
PVH PVH CORP 0.1%
Value ($000) $1 Shares 13,647 Est. Cost $93.62 Unrealized +5.9%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $1 Shares 11,262 Est. Cost $105.97 Unrealized +25.0%
NUE NUCOR CORP 0.1%
Value ($000) $1 Shares 9,092 Est. Cost $168.73 Unrealized -13.0%
EMXC ISHARES MSCI EMR MRK EX CHNA 0.1%
Value ($000) $1 Shares 22,167 Est. Cost $0.06 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1 Shares 2,767 Est. Cost $230.12 Unrealized +140.5%
CNM CORE & MAIN INC CLASS A 0.1%
Value ($000) $1 Shares 29,488 Est. Cost $33.02 Unrealized +45.1%
PSX PHILLIPS 66 0.1%
Value ($000) $1 Shares 10,234 Est. Cost $93.90 Unrealized +36.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 12,654 Est. Cost $78.00 Unrealized +34.7%
FDX FEDEX CORP 0.1%
Value ($000) $1 Shares 4,903 Est. Cost $252.92 Unrealized +11.2%
VGT VANGUARD WORLD FD INF TECH ETF 0.1%
Value ($000) $1 Shares 2,195 Est. Cost $345.62 Unrealized
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $1 Shares 9,603 Est. Cost $152.81 Unrealized -15.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1 Shares 1,341 Est. Cost $547.03 Unrealized +57.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1 Shares 2,014 Est. Cost $0.43 Unrealized
OVV OVINTIV INC 0.1%
Value ($000) $1 Shares 30,486 Est. Cost $50.06 Unrealized -13.6%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $1 Shares 7,384 Est. Cost $0.12 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1 Shares 1,341 Est. Cost $0.64 Unrealized
LLY ELI LILLY &CO 0.1%
Value ($000) $1 Shares 1,205 Est. Cost $503.46 Unrealized +76.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1 Shares 2,255 Est. Cost $396.80 Unrealized +11.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 8,484 Est. Cost $99.85 Unrealized +10.2%
BINC BLACKROCK ETF TRUST II FLEXIBLE INCOME 0.1%
Value ($000) $1 Shares 18,236 Est. Cost $0.05 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.1%
Value ($000) $1 Shares 18,006 Est. Cost $0.05 Unrealized
SOLV SOLVENTUM CORP 0.1%
Value ($000) $1 Shares 12,693 Est. Cost $60.37 Unrealized -0.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1 Shares 3,969 Est. Cost $179.22 Unrealized +14.4%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 1,924 Est. Cost $293.30 Unrealized +20.2%
TSLA TESLA INC 0.1%
Value ($000) $1 Shares 2,837 Est. Cost $244.72 Unrealized -6.8%
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.1%
Value ($000) $1 Shares 9,319 Est. Cost $0.08 Unrealized
VGSH VANGUARD SCOTTSDALE FUNDS SHORT TERM TREASURY ETF 0.1%
Value ($000) $1 Shares 11,793 Est. Cost $0.06 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 1,192 Est. Cost $401.17 Unrealized +40.4%
UNITI GROUP INC 0.1%
Value ($000) $1 Shares 112,354 Est. Cost $0.01 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1 Shares 8,108 Est. Cost $54.05 Unrealized +34.1%
AVGO BROADCOM INC 0.1%
Value ($000) $1 Shares 3,748 Est. Cost $149.80 Unrealized +5.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1 Shares 3,122 Est. Cost $181.78 Unrealized +11.3%
FRONTIER COMMUNICATIONS PARE 0.1%
Value ($000) $1 Shares 17,470 Est. Cost $0.02 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX US ETF 0.1%
Value ($000) $1 Shares 16,040 Est. Cost $0.03 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.1%
Value ($000) $1 Shares 39,387 Est. Cost $16.16 Unrealized -18.3%
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.0%
Value ($000) $1 Shares 3,006 Est. Cost $0.15 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $1 Shares 19,475 Est. Cost $13.17 Unrealized +3.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 9,277 Est. Cost $0.05 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 3,065 Est. Cost $141.23 Unrealized +16.3%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 3,536 Est. Cost $131.41 Unrealized 0.0%
WEN WENDYS CO THE 0.0%
Value ($000) $1 Shares 29,158 Est. Cost $18.18 Unrealized -6.3%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 8,995 Est. Cost $63.96 Unrealized -11.3%
BANC BANC OF CALIFORNIA INC 0.0%
Value ($000) $1 Shares 34,690 Est. Cost $13.20 Unrealized +1.3%
KBH KB HOME 0.0%
Value ($000) $1 Shares 5,958 Est. Cost $78.38 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 8,891 Est. Cost $61.87 Unrealized -10.5%
ROG ROGERS CORP 0.0%
Value ($000) $1 Shares 4,618 Est. Cost $144.39 Unrealized -22.6%
VYX NCR VOYIX CORP 0.0%
Value ($000) $1 Shares 37,045 Est. Cost $12.59 Unrealized +6.1%
PINS PINTEREST INC CLASS A 0.0%
Value ($000) $1 Shares 15,456 Est. Cost $38.23 Unrealized -11.1%
TDS TELEPHONE AND DATA SYSTEMS 0.0%
Value ($000) $1 Shares 20,849 Est. Cost $18.27 Unrealized +19.2%
CNK CINEMARK HOLDINGS INC 0.0%
Value ($000) $1 Shares 17,974 Est. Cost $17.93 Unrealized +40.1%
PCG P G & E CORP 0.0%
Value ($000) $0 Shares 25,146 Est. Cost $17.42 Unrealized +6.4%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $0 Shares 17,249 Est. Cost $24.38 Unrealized +19.3%
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value ($000) $0 Shares 5,075 Est. Cost $0.10 Unrealized
CATALENT INC 0.0%
Value ($000) $0 Shares 8,101 Est. Cost $0.06 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $0 Shares 13,021 Est. Cost $37.58 Unrealized 0.0%
UPBD UPBOUND GROUP INC 0.0%
Value ($000) $0 Shares 14,916 Est. Cost $31.94 Unrealized +0.6%
CHEF CHEFS WAREHOUSE INC THE 0.0%
Value ($000) $0 Shares 11,546 Est. Cost $36.95 Unrealized +9.2%
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 46,955 Est. Cost $0.01 Unrealized
NWS NEWS CORP CLASS B 0.0%
Value ($000) $0 Shares 16,861 Est. Cost $26.09 Unrealized +7.1%
GDDY GODADDY INC CLASS A 0.0%
Value ($000) $0 Shares 2,982 Est. Cost $152.87 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 795 Est. Cost $461.88 Unrealized +18.7%
ACWI ISHARES TR MSCI ACWI ETF 0.0%
Value ($000) $0 Shares 3,773 Est. Cost $0.11 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $0 Shares 12,226 Est. Cost $36.74 Unrealized +1.0%
CVI CVR ENERGY INC 0.0%
Value ($000) $0 Shares 19,383 Est. Cost $29.54 Unrealized -17.1%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 10,858 Est. Cost $63.28 Unrealized -19.2%
TMUS TMOBILE US INC 0.0%
Value ($000) $0 Shares 2,150 Est. Cost $140.29 Unrealized +33.6%
LQD ISHARES IBOXX INV GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3,639 Est. Cost $33.42 Unrealized
MRK MERCK &CO INC 0.0%
Value ($000) $0 Shares 3,531 Est. Cost $98.52 Unrealized +14.7%
VMBS VANGUARD SCOTTSDALE FDS MTG BKD SECS ETF 0.0%
Value ($000) $0 Shares 8,263 Est. Cost $0.04 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 1,948 Est. Cost $137.41 Unrealized +30.0%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.0%
Value ($000) $0 Shares 4,912 Est. Cost $0.07 Unrealized
BLV VANGUARD BD INDEX FDS LONG TERM BOND 0.0%
Value ($000) $0 Shares 5,038 Est. Cost $0.07 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $0 Shares 753 Est. Cost $376.04 Unrealized +22.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 4,653 Est. Cost $0.07 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 32,701 Est. Cost $0.01 Unrealized
GIGB GOLDMAN SACHS ETF TR ACCESS INVT GR 0.0%
Value ($000) $0 Shares 7,007 Est. Cost $0.05 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 9,757 Est. Cost $0.03 Unrealized
MUST COLUMBIA ETF TR I MULTI SEC MUNI 0.0%
Value ($000) $0 Shares 14,824 Est. Cost $0.02 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.0%
Value ($000) $0 Shares 2,301 Est. Cost $0.10 Unrealized
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.0%
Value ($000) $0 Shares 3,542 Est. Cost $0.08 Unrealized
TLH ISHARES TR 10 20 YR TRS ETF 0.0%
Value ($000) $0 Shares 2,594 Est. Cost $0.11 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.0%
Value ($000) $0 Shares 5,393 Est. Cost $0.05 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 0.0%
Value ($000) $0 Shares 5,059 Est. Cost $0.05 Unrealized
IFRA ISHARES TR US INFRASTRUC 0.0%
Value ($000) $0 Shares 5,390 Est. Cost $0.04 Unrealized
EMB ISHARES TR JP MOR EM MK ETF 0.0%
Value ($000) $0 Shares 2,636 Est. Cost $0.09 Unrealized
ESGU ISHARES TR ESG AWARE MSCI USA ETF 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $0.10 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $0 Shares 1,327 Est. Cost $168.88 Unrealized -0.4%
GCOR GOLDMAN SACHS ETF TR ACCESS US AGRAT 0.0%
Value ($000) $0 Shares 5,191 Est. Cost $0.04 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 2,092 Est. Cost $0.10 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 1,261 Est. Cost $113.91 Unrealized +25.6%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.0%
Value ($000) $0 Shares 1,828 Est. Cost $0.11 Unrealized
BIL SPDR BLOOMBERG 1 3 MONTH T BILL ETF 0.0%
Value ($000) $0 Shares 2,194 Est. Cost $0.09 Unrealized