Redwood Investment Management, LLC Quant / Systematic

Location: Scottsdale, AZ

CIK: 0001717479 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Jun 24, 2026

Total Value: $805M

Holdings (264)

VOO VANGUARD S&P 500 ETF 13.8%
Value $111M Shares 185,300 Est. Cost $528.42 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 9.1%
Value $73.57M Shares 656,268 Est. Cost $109.88 Unrealized
LSAF LEADERSHARES ALPHAFACTOR US 6.8%
Value $54.37M Shares 1,184,577 Est. Cost $32.92 Unrealized
EFA ISHARES MSCI EAFE ETF 5.1%
Value $41.04M Shares 422,551 Est. Cost $89.81 Unrealized
SPYG SS SPDR P S&P 500 GROWTH ETF 4.8%
Value $38.55M Shares 393,761 Est. Cost $92.21 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 4.2%
Value $34.16M Shares 59,179 Est. Cost $496.84 Unrealized
LSAT LEADERSHARES ALPHAFACT TACT 3.1%
Value $24.63M Shares 625,090 Est. Cost $33.50 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF 1.9%
Value $15M Shares 321,019 Est. Cost $37.96 Unrealized
VSS VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF 1.8%
Value $14.77M Shares 101,322 Est. Cost $128.07 Unrealized
AAPL APPLE INC COM 1.7%
Value $13.7M Shares 53,993 Est. Cost $216.55 Unrealized +21.4%
DYLD LEADERSHARES DYNAMIC YIELD E 1.6%
Value $13.14M Shares 586,292 Est. Cost $22.84 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 1.6%
Value $12.59M Shares 196,536 Est. Cost $52.00 Unrealized
GOOGL ALPHABET INC CL A 1.4%
Value $11.05M Shares 38,433 Est. Cost $202.84 Unrealized +59.4%
MSFT MICROSOFT CORP COM 1.2%
Value $9.909M Shares 26,769 Est. Cost $413.13 Unrealized +5.2%
SPTL SPDR SERIES TRUST 1.2%
Value $9.769M Shares 371,447 Est. Cost $28.14 Unrealized
NVDA NVIDIA CORP 1.1%
Value $9.018M Shares 51,707 Est. Cost $130.98 Unrealized +42.5%
VBR VANGUARD INDEX FDS 1.0%
Value $8.455M Shares 38,917 Est. Cost $209.61 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value $8.437M Shares 34,019 Est. Cost $229.44 Unrealized
VOT VANGUARD INDEX FDS 1.0%
Value $8.117M Shares 31,541 Est. Cost $269.73 Unrealized
SPYM STE STR SPDR PT S&P 500 ETF 0.9%
Value $7.027M Shares 91,814 Est. Cost $65.50 Unrealized
AMZN AMAZON COM INC 0.8%
Value $6.757M Shares 32,445 Est. Cost $204.32 Unrealized +11.0%
MDYV SS SPDR S&P 400 MC VAL ETF 0.7%
Value $6.037M Shares 70,898 Est. Cost $83.38 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.7%
Value $5.266M Shares 24,940 Est. Cost $199.94 Unrealized
DYNF BLACKROCK ETF TRUST 0.6%
Value $5.188M Shares 89,178 Est. Cost $51.52 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value $4.759M Shares 42,076 Est. Cost $97.05 Unrealized
IUSB ISHARES TR 0.5%
Value $4.382M Shares 94,878 Est. Cost $45.46 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.5%
Value $4.139M Shares 178,239 Est. Cost $30.28 Unrealized
META META PLATFORMS INC 0.5%
Value $3.992M Shares 6,977 Est. Cost $592.15 Unrealized +10.7%
AVGO BROADCOM INC 0.5%
Value $3.988M Shares 12,886 Est. Cost $251.31 Unrealized +33.0%
TSLA TESLA INC 0.4%
Value $3.494M Shares 9,398 Est. Cost $341.64 Unrealized +24.7%
XTEN BONDBLOXX BBG 10Y US TSY ETF 0.4%
Value $3.394M Shares 74,006 Est. Cost $46.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.4%
Value $3.371M Shares 7,035 Est. Cost $488.40 Unrealized +1.0%
MUB ISHARES NATIONAL MUNI BOND E 0.4%
Value $3.265M Shares 30,754 Est. Cost $106.14 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $3.2M Shares 4,921 Est. Cost $553.25 Unrealized
MBB ISHARES MBS ETF 0.4%
Value $2.944M Shares 31,004 Est. Cost $92.81 Unrealized
CORO ISH INTL CTRY ROT ACT ETF 0.4%
Value $2.886M Shares 89,745 Est. Cost $32.16 Unrealized
WMT WALMART INC 0.3%
Value $2.708M Shares 21,792 Est. Cost $85.45 Unrealized +42.8%
JPM JPMORGAN CHASE & CO 0.3%
Value $2.617M Shares 8,897 Est. Cost $238.57 Unrealized +30.5%
ACWX ISHARES MSCI ACWI EX US ETF 0.3%
Value $2.604M Shares 38,032 Est. Cost $68.47 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.3%
Value $2.495M Shares 33,560 Est. Cost $57.27 Unrealized
QUAL ISHARES MSCI USA QUALITY FAC 0.3%
Value $2.468M Shares 12,868 Est. Cost $161.82 Unrealized
BAI ISHRS AI IN AND TECH ACT ETF 0.3%
Value $2.443M Shares 74,144 Est. Cost $32.06 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $2.365M Shares 13,938 Est. Cost $109.35 Unrealized +26.9%
THRO ISHARES US THEMATIC ROTATI 0.3%
Value $2.276M Shares 62,848 Est. Cost $36.38 Unrealized
LLY ELI LILLY & CO 0.3%
Value $2.138M Shares 2,325 Est. Cost $651.78 Unrealized +60.7%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value $2.051M Shares 3,139 Est. Cost $523.60 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.3%
Value $2.05M Shares 89,484 Est. Cost $22.92 Unrealized
AVEM AVANTIS EMERGING MARKETS EQ 0.3%
Value $2.037M Shares 25,280 Est. Cost $78.94 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value $1.948M Shares 1,955 Est. Cost $728.29 Unrealized +32.3%
TLT ISHARES TR 0.2%
Value $1.905M Shares 21,972 Est. Cost $87.06 Unrealized
ZROZ PIMCO ETF TR 0.2%
Value $1.822M Shares 28,465 Est. Cost $64.20 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value $1.747M Shares 11,235 Est. Cost $156.34 Unrealized +19.0%
BLCR BLACKROCK ETF TRUST 0.2%
Value $1.61M Shares 39,202 Est. Cost $41.07 Unrealized
IAGG ISHARES INTL AGGREGATE BOND 0.2%
Value $1.597M Shares 31,920 Est. Cost $50.81 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $1.591M Shares 10,873 Est. Cost $154.17 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value $1.546M Shares 6,839 Est. Cost $187.79 Unrealized +20.3%
SHLD GLOBAL X DEFENSE TECH ETF 0.2%
Value $1.511M Shares 21,327 Est. Cost $67.20 Unrealized
V VISA INC 0.2%
Value $1.49M Shares 4,931 Est. Cost $255.32 Unrealized +28.9%
SPYV SS SPDR P S&P 500 VALUE ETF 0.2%
Value $1.461M Shares 25,827 Est. Cost $50.96 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value $1.448M Shares 27,879 Est. Cost $52.74 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.2%
Value $1.401M Shares 5,781 Est. Cost $254.13 Unrealized +11.7%
JNJ JOHNSON & JOHNSON 0.2%
Value $1.393M Shares 5,697 Est. Cost $151.62 Unrealized +50.3%
IEF ISHARES TR 0.2%
Value $1.232M Shares 12,906 Est. Cost $96.03 Unrealized
VGT VANGUARD INFO TECH ETF 0.1%
Value $1.184M Shares 1,697 Est. Cost $383.75 Unrealized
APA APA CORPORATION COM 0.1%
Value $1.121M Shares 26,416 Est. Cost $21.74 Unrealized +21.6%
SNX TD SYNNEX CORP 0.1%
Value $1.097M Shares 6,501 Est. Cost $157.54 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.1%
Value $1.089M Shares 15,737 Est. Cost $35.75 Unrealized +103.7%
LMUB ISHARES LT NATIONAL MUNI BD 0.1%
Value $1.085M Shares 21,734 Est. Cost $49.92 Unrealized
GL GLOBE LIFE INC 0.1%
Value $1.084M Shares 7,790 Est. Cost $110.61 Unrealized +28.2%
DOW DOW INC 0.1%
Value $1.084M Shares 26,028 Est. Cost $36.74 Unrealized -20.9%
ON ON SEMICONDUCTOR 0.1%
Value $1.083M Shares 17,497 Est. Cost $64.12 Unrealized 0.0%
USFD US FOODS HOLDING CORP 0.1%
Value $1.082M Shares 11,738 Est. Cost $61.10 Unrealized +41.8%
CRBG COREBRIDGE FINANCIAL INC 0.1%
Value $1.082M Shares 45,362 Est. Cost $29.88 Unrealized +1.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.081M Shares 6,588 Est. Cost $101.32 Unrealized +17.5%
EXP EAGLE MATERIALS INC 0.1%
Value $1.08M Shares 5,701 Est. Cost $225.12 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.1%
Value $1.079M Shares 3,989 Est. Cost $251.23 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value $1.079M Shares 2,280 Est. Cost $324.02 Unrealized +53.7%
SBAC SBA COMMUNICATIONS CORP 0.1%
Value $1.079M Shares 6,269 Est. Cost $192.48 Unrealized 0.0%
LOPE GRAND CANYON EDUCATION INC 0.1%
Value $1.075M Shares 6,325 Est. Cost $158.04 Unrealized +7.1%
MAR MARRIOTT INTERNATIONAL 0.1%
Value $1.075M Shares 3,286 Est. Cost $267.49 Unrealized +23.7%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value $1.074M Shares 5,889 Est. Cost $223.24 Unrealized 0.0%
LYFT LYFT INC 0.1%
Value $1.072M Shares 80,632 Est. Cost $16.85 Unrealized -0.5%
OSK OSHKOSH CORP 0.1%
Value $1.068M Shares 7,255 Est. Cost $158.03 Unrealized 0.0%
FLS FLOWSERVE CORP 0.1%
Value $1.066M Shares 14,502 Est. Cost $64.09 Unrealized +25.9%
MEDP MEDPACE HOLDINGS INC 0.1%
Value $1.064M Shares 2,216 Est. Cost $564.61 Unrealized -3.9%
KR KROGER CO 0.1%
Value $1.064M Shares 14,707 Est. Cost $65.22 Unrealized -0.9%
C CITIGROUP INC 0.1%
Value $1.064M Shares 9,381 Est. Cost $103.64 Unrealized +12.1%
MPC MARATHON PETROLEUM CORP 0.1%
Value $1.062M Shares 4,351 Est. Cost $103.97 Unrealized +77.7%
FFIV F5 INC 0.1%
Value $1.062M Shares 3,669 Est. Cost $272.46 Unrealized 0.0%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.1%
Value $1.061M Shares 5,006 Est. Cost $171.51 Unrealized +24.7%
VRSN VERISIGN INC 0.1%
Value $1.061M Shares 4,272 Est. Cost $235.45 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value $1.061M Shares 1,557 Est. Cost $557.64 Unrealized +16.7%
VNT VONTIER CORP 0.1%
Value $1.059M Shares 29,867 Est. Cost $36.97 Unrealized +6.2%
DINO HF SINCLAIR CORP 0.1%
Value $1.059M Shares 16,979 Est. Cost $45.49 Unrealized +14.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value $1.057M Shares 251 Est. Cost $4781.74 Unrealized 0.0%
LEA LEAR CORP 0.1%
Value $1.057M Shares 8,732 Est. Cost $106.29 Unrealized +20.1%
EBAY EBAY INC 0.1%
Value $1.057M Shares 11,612 Est. Cost $41.91 Unrealized +113.1%
MIDD MIDDLEBY CORP 0.1%
Value $1.057M Shares 7,969 Est. Cost $133.06 Unrealized +16.8%
HLT HILTON WORLDWIDE HOLDINGS IN 0.1%
Value $1.056M Shares 3,473 Est. Cost $151.61 Unrealized +101.2%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $1.056M Shares 6,158 Est. Cost $174.67 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value $1.055M Shares 2,375 Est. Cost $509.59 Unrealized -1.8%
DLTR DOLLAR TREE INC 0.1%
Value $1.055M Shares 9,635 Est. Cost $108.55 Unrealized +18.3%
MAS MASCO CORP 0.1%
Value $1.054M Shares 17,458 Est. Cost $70.60 Unrealized 0.0%
HXL HEXCEL CORP 0.1%
Value $1.054M Shares 13,029 Est. Cost $84.40 Unrealized 0.0%
AGCO AGCO CORP 0.1%
Value $1.053M Shares 9,085 Est. Cost $121.12 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $1.053M Shares 28,459 Est. Cost $35.09 Unrealized 0.0%
MAT MATTEL INC 0.1%
Value $1.053M Shares 72,448 Est. Cost $19.45 Unrealized +2.2%
CROX CROCS INC 0.1%
Value $1.052M Shares 12,671 Est. Cost $83.64 Unrealized +5.4%
R RYDER SYSTEM INC 0.1%
Value $1.052M Shares 5,140 Est. Cost $156.25 Unrealized +30.0%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $1.052M Shares 1,738 Est. Cost $613.97 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.1%
Value $1.051M Shares 14,258 Est. Cost $70.36 Unrealized +10.9%
SCHW SCHWAB (CHARLES) CORP 0.1%
Value $1.051M Shares 11,188 Est. Cost $100.12 Unrealized 0.0%
TXT TEXTRON INC 0.1%
Value $1.051M Shares 12,003 Est. Cost $83.66 Unrealized +12.4%
PPC PILGRIM'S PRIDE CORP 0.1%
Value $1.051M Shares 27,827 Est. Cost $41.78 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.1%
Value $1.05M Shares 3,794 Est. Cost $312.33 Unrealized 0.0%
YETI YETI HOLDINGS INC 0.1%
Value $1.05M Shares 28,707 Est. Cost $39.62 Unrealized +19.7%
DOV DOVER CORP 0.1%
Value $1.05M Shares 5,039 Est. Cost $214.66 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value $1.05M Shares 5,760 Est. Cost $187.24 Unrealized +11.0%
RNG RINGCENTRAL INC 0.1%
Value $1.05M Shares 28,237 Est. Cost $28.47 Unrealized +0.9%
CCK CROWN HOLDINGS INC 0.1%
Value $1.05M Shares 10,474 Est. Cost $108.08 Unrealized 0.0%
BWA BORGWARNER INC 0.1%
Value $1.05M Shares 19,347 Est. Cost $39.71 Unrealized +31.8%
DD DUPONT DE NEMOURS INC 0.1%
Value $1.049M Shares 22,911 Est. Cost $46.11 Unrealized 0.0%
PHM PULTEGROUP INC 0.1%
Value $1.049M Shares 8,923 Est. Cost $55.65 Unrealized +136.1%
AN AUTONATION INC 0.1%
Value $1.049M Shares 5,372 Est. Cost $208.05 Unrealized +0.6%
VOYA VOYA FINANCIAL INC 0.1%
Value $1.048M Shares 15,341 Est. Cost $75.35 Unrealized 0.0%
VIRT VIRTU FINANCIAL INC 0.1%
Value $1.048M Shares 23,836 Est. Cost $37.41 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value $1.048M Shares 9,550 Est. Cost $62.51 Unrealized +77.9%
ATR APTARGROUP INC 0.1%
Value $1.047M Shares 8,305 Est. Cost $130.09 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value $1.047M Shares 15,871 Est. Cost $40.93 Unrealized +54.0%
COKE COCA COLA CONS INC 0.1%
Value $1.047M Shares 5,459 Est. Cost $146.39 Unrealized +8.8%
RVTY REVVITY INC 0.1%
Value $1.046M Shares 11,942 Est. Cost $96.45 Unrealized +8.7%
FOXA FOX CORP 0.1%
Value $1.046M Shares 17,917 Est. Cost $67.20 Unrealized 0.0%
TDC TERADATA CORP 0.1%
Value $1.045M Shares 40,760 Est. Cost $30.27 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.1%
Value $1.045M Shares 8,213 Est. Cost $138.57 Unrealized 0.0%
GM GENERAL MOTORS CO 0.1%
Value $1.045M Shares 14,027 Est. Cost $82.25 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES 0.1%
Value $1.045M Shares 4,168 Est. Cost $251.95 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value $1.044M Shares 11,590 Est. Cost $83.87 Unrealized +10.5%
VLO VALERO ENERGY CORP 0.1%
Value $1.044M Shares 4,227 Est. Cost $168.83 Unrealized +12.6%
SLGN SILGAN HOLDINGS INC 0.1%
Value $1.044M Shares 26,909 Est. Cost $45.03 Unrealized 0.0%
BALL BALL CORP 0.1%
Value $1.043M Shares 17,648 Est. Cost $60.27 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $1.043M Shares 11,175 Est. Cost $94.81 Unrealized 0.0%
ADT ADT INC 0.1%
Value $1.042M Shares 158,608 Est. Cost $8.01 Unrealized 0.0%
ACM AECOM 0.1%
Value $1.042M Shares 12,283 Est. Cost $97.10 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $1.042M Shares 7,704 Est. Cost $64.99 Unrealized +110.4%
NVR NVR INC 0.1%
Value $1.041M Shares 158 Est. Cost $6325.06 Unrealized +20.5%
MSCI MSCI INC 0.1%
Value $1.04M Shares 1,930 Est. Cost $560.15 Unrealized +1.6%
LAD LITHIA MOTORS INC 0.1%
Value $1.04M Shares 4,164 Est. Cost $311.89 Unrealized +3.2%
EXEL EXELIXIS INC 0.1%
Value $1.04M Shares 24,243 Est. Cost $32.44 Unrealized +34.9%
RS RELIANCE INC 0.1%
Value $1.039M Shares 3,418 Est. Cost $326.79 Unrealized 0.0%
TRV TRAVELERS COS INC 0.1%
Value $1.039M Shares 3,561 Est. Cost $280.61 Unrealized +2.8%
DBX DROPBOX INC 0.1%
Value $1.038M Shares 45,701 Est. Cost $28.63 Unrealized -10.2%
MASI MASIMO CORP 0.1%
Value $1.038M Shares 5,835 Est. Cost $143.19 Unrealized +1.4%
INGR INGREDION INC 0.1%
Value $1.037M Shares 9,204 Est. Cost $116.19 Unrealized 0.0%
CPAY CORPAY INC 0.1%
Value $1.037M Shares 3,563 Est. Cost $327.56 Unrealized 0.0%
UHS UNIVERSAL HEALTH SERVICES 0.1%
Value $1.036M Shares 5,786 Est. Cost $153.35 Unrealized +39.8%
UNM UNUM GROUP 0.1%
Value $1.034M Shares 14,155 Est. Cost $53.18 Unrealized +42.1%
MKTX MARKETAXESS HOLDINGS INC 0.1%
Value $1.033M Shares 6,262 Est. Cost $172.84 Unrealized 0.0%
CPT CAMDEN PROPERTY TRUST 0.1%
Value $1.033M Shares 10,576 Est. Cost $110.17 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.1%
Value $1.032M Shares 13,869 Est. Cost $94.66 Unrealized 0.0%
CVX CHEVRON CORPORATION COM 0.1%
Value $1.03M Shares 4,981 Est. Cost $149.04 Unrealized +15.3%
LEN LENNAR CORP 0.1%
Value $1.028M Shares 11,841 Est. Cost $114.46 Unrealized 0.0%
CACC CREDIT ACCEPTANCE CORP 0.1%
Value $1.028M Shares 2,428 Est. Cost $491.25 Unrealized -2.8%
KEX KIRBY CORP 0.1%
Value $1.024M Shares 7,707 Est. Cost $101.65 Unrealized +22.6%
NOV NOV INC 0.1%
Value $1.023M Shares 54,397 Est. Cost $14.83 Unrealized +25.4%
MUSA MURPHY USA INC 0.1%
Value $1.021M Shares 2,066 Est. Cost $412.78 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value $1.02M Shares 26,151 Est. Cost $33.54 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value $1.003M Shares 3,535 Est. Cost $209.99 Unrealized -0.1%
MA MASTERCARD INC 0.1%
Value $990K Shares 1,982 Est. Cost $482.17 Unrealized +11.8%
EOG E O G RES INC 0.1%
Value $958K Shares 6,628 Est. Cost $123.74 Unrealized -9.4%
ORCL ORACLE CORP 0.1%
Value $922K Shares 6,267 Est. Cost $225.85 Unrealized -24.9%
PFE PFIZER INC 0.1%
Value $920K Shares 32,748 Est. Cost $31.26 Unrealized -16.2%
VWO VANGUARD FTSE EMERGING MARKE 0.1%
Value $912K Shares 16,867 Est. Cost $45.02 Unrealized
MTCH MATCH GROUP INC NEW 0.1%
Value $887K Shares 28,868 Est. Cost $33.69 Unrealized -6.8%
T AT T INC 0.1%
Value $873K Shares 30,119 Est. Cost $14.69 Unrealized +75.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value $871K Shares 8,853 Est. Cost $130.96 Unrealized -16.1%
HPE HEWLETT PACKARD ENTERPRIS CO 0.1%
Value $863K Shares 36,263 Est. Cost $23.33 Unrealized -5.4%
OKE ONEOK INC 0.1%
Value $861K Shares 9,524 Est. Cost $59.06 Unrealized +33.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value $855K Shares 14,098 Est. Cost $47.11 Unrealized +21.9%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $840K Shares 16,732 Est. Cost $31.02 Unrealized +41.3%
HPQ HP INC 0.1%
Value $823K Shares 42,868 Est. Cost $29.45 Unrealized -32.9%
APD AIR PRODUCTS & CHEMICALS INC COM 0.1%
Value $821K Shares 2,826 Est. Cost $251.87 Unrealized +7.8%
BBY BEST BUY CO INC 0.1%
Value $820K Shares 12,767 Est. Cost $70.79 Unrealized -5.4%
DGRW WISDOMTREE US QUALITY DIVI 0.1%
Value $816K Shares 9,294 Est. Cost $85.77 Unrealized
NFLX NETFLIX INC 0.1%
Value $813K Shares 8,454 Est. Cost $105.69 Unrealized -20.7%
MINT PIMCO ENHANCED SHORT MATURIT 0.1%
Value $806K Shares 8,019 Est. Cost $100.70 Unrealized
KMI KINDER MORGAN INC COM 0.1%
Value $801K Shares 23,899 Est. Cost $15.19 Unrealized +95.8%
EIX EDISON INTERNATIONAL 0.1%
Value $778K Shares 10,629 Est. Cost $54.83 Unrealized +17.9%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value $776K Shares 7,942 Est. Cost $107.39 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value $775K Shares 12,534 Est. Cost $51.27 Unrealized +20.2%
PAYX PAYCHEX INC 0.1%
Value $772K Shares 8,385 Est. Cost $113.21 Unrealized -9.9%
FE FIRST ENERGY CORP 0.1%
Value $765K Shares 15,097 Est. Cost $47.09 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $764K Shares 2,824 Est. Cost $308.69 Unrealized 0.0%
CMCSA COMCAST CORP CLASS A 0.1%
Value $762K Shares 26,558 Est. Cost $38.74 Unrealized -23.0%
HAS HASBRO INC 0.1%
Value $747K Shares 7,981 Est. Cost $55.57 Unrealized +66.7%
SNA SNAP ON INC 0.1%
Value $746K Shares 2,055 Est. Cost $312.59 Unrealized +18.8%
TROW T ROWE PRICE GROUP INC 0.1%
Value $744K Shares 8,250 Est. Cost $101.21 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value $737K Shares 3,761 Est. Cost $182.09 Unrealized +13.9%
TXN TEXAS INSTRUMENTS INC 0.1%
Value $737K Shares 3,797 Est. Cost $191.98 Unrealized +7.4%
MOS MOSAIC CO NEW COM 0.1%
Value $735K Shares 28,836 Est. Cost $33.96 Unrealized -17.9%
CVS CVS HEALTH CORP 0.1%
Value $733K Shares 10,212 Est. Cost $67.27 Unrealized +15.9%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value $730K Shares 3,595 Est. Cost $240.81 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $730K Shares 44,438 Est. Cost $15.85 Unrealized +2.2%
ES EVERSOURCE ENERGY 0.1%
Value $725K Shares 10,466 Est. Cost $52.71 Unrealized +33.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value $722K Shares 13,489 Est. Cost $83.75 Unrealized -28.4%
KHC KRAFT HEINZ CO COM 0.1%
Value $721K Shares 32,044 Est. Cost $30.75 Unrealized -22.2%
VTRS VIATRIS INC COM 0.1%
Value $718K Shares 53,164 Est. Cost $9.20 Unrealized +53.1%
VICI VICI PPTYS INC 0.1%
Value $712K Shares 26,075 Est. Cost $31.98 Unrealized -12.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $709K Shares 12,120 Est. Cost $57.90 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $708K Shares 9,403 Est. Cost $83.54 Unrealized -8.4%
PPG P P G INDS INC 0.1%
Value $695K Shares 6,503 Est. Cost $109.99 Unrealized +6.3%
GPC GENUINE PARTS COMPANY 0.1%
Value $691K Shares 6,536 Est. Cost $133.51 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.1%
Value $678K Shares 14,615 Est. Cost $69.51 Unrealized -29.5%
SWK STANLEY BLACK DECKER INC 0.1%
Value $674K Shares 9,489 Est. Cost $69.40 Unrealized +21.7%
AMAT APPLIED MATERIALS INC 0.1%
Value $672K Shares 1,965 Est. Cost $170.33 Unrealized +91.7%
AGG ISHARES CORE US AGGREGATE 0.1%
Value $664K Shares 6,686 Est. Cost $99.85 Unrealized
NEM NEWMONT CORP 0.1%
Value $660K Shares 6,100 Est. Cost $43.26 Unrealized +173.1%
F FORD MOTOR CO 0.1%
Value $652K Shares 56,505 Est. Cost $10.14 Unrealized +35.5%
IP INTERNATIONAL PAPER CO 0.1%
Value $652K Shares 18,266 Est. Cost $32.10 Unrealized +36.4%
CAG CONAGRA BRANDS INC 0.1%
Value $650K Shares 41,342 Est. Cost $28.77 Unrealized -37.4%
BNDX VANGUARD TOTAL INTL BOND ETF 0.1%
Value $650K Shares 13,536 Est. Cost $48.04 Unrealized
AES A E S CORP 0.1%
Value $649K Shares 46,082 Est. Cost $13.33 Unrealized +13.6%
CPB CAMPBELL SOUP CO 0.1%
Value $643K Shares 28,878 Est. Cost $27.30 Unrealized 0.0%
GIS GENERAL MILLS INC 0.1%
Value $639K Shares 17,165 Est. Cost $45.47 Unrealized 0.0%
SPAB SS SPDR P AGG BOND ETF 0.1%
Value $625K Shares 24,398 Est. Cost $25.76 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value $613K Shares 6,613 Est. Cost $73.88 Unrealized
MRK MERCK & CO INC 0.1%
Value $589K Shares 4,896 Est. Cost $90.93 Unrealized +25.7%
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value $588K Shares 8,431 Est. Cost $58.37 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value $563K Shares 1,308 Est. Cost $396.69 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value $547K Shares 10,859 Est. Cost $50.77 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value $538K Shares 1,232 Est. Cost $479.62 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value $498K Shares 3,600 Est. Cost $114.38 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $498K Shares 6,351 Est. Cost $75.50 Unrealized
SPDW STE STR SPDR PT DW EU ETF 0.1%
Value $482K Shares 10,554 Est. Cost $33.47 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value $470K Shares 2,282 Est. Cost $145.30 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $468K Shares 2,373 Est. Cost $190.39 Unrealized 0.0%
IEI ISHARES TR 0.1%
Value $461K Shares 3,888 Est. Cost $119.42 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $442K Shares 4,829 Est. Cost $91.78 Unrealized
XLF SS FINANCIAL SELECT SECTOR 0.1%
Value $441K Shares 8,931 Est. Cost $49.38 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $429K Shares 1,418 Est. Cost $289.61 Unrealized +23.0%
HD HOME DEPOT INC 0.1%
Value $426K Shares 1,294 Est. Cost $339.44 Unrealized +11.1%
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value $422K Shares 1,964 Est. Cost $194.10 Unrealized
XLB SS MATERIALS SELECT SECTOR 0.1%
Value $411K Shares 8,224 Est. Cost $49.98 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value $408K Shares 2,755 Est. Cost $111.28 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $393K Shares 3,533 Est. Cost $95.85 Unrealized
DGP DB GOLD DOUBLE LONG ETN 0.0%
Value $366K Shares 2,000 Est. Cost $100.50 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value $352K Shares 14,008 Est. Cost $21.92 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $329K Shares 857 Est. Cost $383.90 Unrealized
XLI SS INDUSTRIAL SELECT SECTOR 0.0%
Value $324K Shares 2,004 Est. Cost $161.68 Unrealized
GE GENERAL ELECTRIC 0.0%
Value $320K Shares 1,127 Est. Cost $226.81 Unrealized +40.3%
MUST COLUMBIA ETF TR I 0.0%
Value $307K Shares 14,968 Est. Cost $19.87 Unrealized
ETN EATON CORP PLC 0.0%
Value $307K Shares 858 Est. Cost $307.31 Unrealized +15.1%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $294K Shares 2,243 Est. Cost $84.09 Unrealized +66.3%
HR HEALTHCARE REALTY TRUST INC 0.0%
Value $282K Shares 16,575 Est. Cost $16.95 Unrealized
LQD ISHARES TR 0.0%
Value $260K Shares 2,389 Est. Cost $107.48 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $258K Shares 5,495 Est. Cost $44.15 Unrealized
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value $254K Shares 2,693 Est. Cost $80.35 Unrealized
RTX RTX CORP 0.0%
Value $246K Shares 1,274 Est. Cost $133.28 Unrealized +47.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value $245K Shares 3,171 Est. Cost $73.26 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value $238K Shares 3,463 Est. Cost $67.98 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $226K Shares 3,821 Est. Cost $74.41 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $221K Shares 7,588 Est. Cost $47.51 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $221K Shares 1,529 Est. Cost $156.94 Unrealized -3.3%
AGNC AGNC INVESTMENT CORP 0.0%
Value $209K Shares 20,853 Est. Cost $10.68 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value $204K Shares 2,297 Est. Cost $88.81 Unrealized