Valeo Financial Advisors, LLC Diversified Active

CIK: 0001722641 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 14, 2023

Total Value ($000): $2,188,968 (100.0% shares, 0.0% debt)

Holdings (613)

SPY SPDR S&P 500 ETF 18.4%
Value ($000) $402,515 Shares 922,558 Est. Cost $298.57 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 7.0%
Value ($000) $152,355 Shares 1,663,420 Est. Cost $83.51 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $113,787 Shares 630,478 Est. Cost $118.86 Unrealized +44.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5.0%
Value ($000) $110,196 Shares 833,962 Est. Cost $131.75 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 4.0%
Value ($000) $87,535 Shares 1,502,079 Est. Cost $64.71 Unrealized
IVV ISHARES S&P 500 INDEX 3.4%
Value ($000) $73,483 Shares 164,866 Est. Cost $370.14 Unrealized
MSFT MICROSOFT 2.8%
Value ($000) $61,058 Shares 209,902 Est. Cost $185.39 Unrealized +65.7%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 2.6%
Value ($000) $56,666 Shares 966,016 Est. Cost $51.62 Unrealized
LLY LILLY ELI & CO COM 2.2%
Value ($000) $48,485 Shares 103,384 Est. Cost $231.75 Unrealized +77.6%
EFA ISHARES MSCI EAFE ETF 2.0%
Value ($000) $43,240 Shares 596,419 Est. Cost $65.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.8%
Value ($000) $40,049 Shares 274,397 Est. Cost $237.07 Unrealized +37.7%
AMZN AMAZON.COM INC 1.6%
Value ($000) $35,884 Shares 275,266 Est. Cost $118.81 Unrealized -3.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.4%
Value ($000) $30,642 Shares 753,236 Est. Cost $42.24 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $23,690 Shares 126,500 Est. Cost $175.35 Unrealized
GOOGL GOOGLE INC 1.1%
Value ($000) $23,640 Shares 197,490 Est. Cost $104.90 Unrealized +8.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $22,662 Shares 490,737 Est. Cost $42.13 Unrealized
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $21,585 Shares 172,755 Est. Cost $98.67 Unrealized +31.4%
IEFA ISHARES CORE MSCI EAFE 1.0%
Value ($000) $21,504 Shares 318,579 Est. Cost $58.31 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $16,193 Shares 39,759 Est. Cost $346.95 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $15,551 Shares 168,744 Est. Cost $101.99 Unrealized +12.7%
NVDA NVIDIA CORP 0.7%
Value ($000) $15,473 Shares 36,577 Est. Cost $20.59 Unrealized +61.1%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $15,070 Shares 119,255 Est. Cost $125.74 Unrealized +18.4%
V VISA INC 0.6%
Value ($000) $13,558 Shares 57,091 Est. Cost $181.05 Unrealized +24.0%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $13,211 Shares 87,060 Est. Cost $93.70 Unrealized +50.8%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $11,702 Shares 44,705 Est. Cost $209.31 Unrealized -4.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.5%
Value ($000) $10,430 Shares 268,532 Est. Cost $33.43 Unrealized
QQQ POWERSHARES QQQ TR 0.5%
Value ($000) $10,050 Shares 27,206 Est. Cost $194.32 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $9,149 Shares 76,821 Est. Cost $53.43 Unrealized +87.9%
META META PLATFORMS INC CL A 0.4%
Value ($000) $9,102 Shares 71,047 Est. Cost $263.05 Unrealized -6.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $9,071 Shares 57,473 Est. Cost $136.82 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $9,070 Shares 76,363 Est. Cost $113.85 Unrealized +49.8%
MRK MERCK & CO INC 0.4%
Value ($000) $8,842 Shares 95,402 Est. Cost $68.22 Unrealized +53.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $8,764 Shares 31,847 Est. Cost $141.23 Unrealized
HD HOME DEPOT 0.4%
Value ($000) $8,563 Shares 27,566 Est. Cost $249.46 Unrealized +10.8%
MA MASTERCARD INC 0.4%
Value ($000) $8,327 Shares 21,171 Est. Cost $278.59 Unrealized +32.8%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $8,304 Shares 93,957 Est. Cost $56.14 Unrealized +77.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $8,202 Shares 214,862 Est. Cost $43.83 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $8,030 Shares 218,920 Est. Cost $28.23 Unrealized +17.7%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $7,640 Shares 115,855 Est. Cost $129.50 Unrealized -28.5%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $7,478 Shares 13,890 Est. Cost $429.36 Unrealized +13.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $7,249 Shares 14 Est. Cost $286738.97 Unrealized +73.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $7,247 Shares 24,287 Est. Cost $181.24 Unrealized +50.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $7,040 Shares 99,193 Est. Cost $70.77 Unrealized +30.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $7,030 Shares 15,270 Est. Cost $329.81 Unrealized +30.8%
WMT WALMART INC COM 0.3%
Value ($000) $6,901 Shares 43,906 Est. Cost $34.01 Unrealized +43.9%
MBIN MERCHANTS BANCORP IND COM 0.3%
Value ($000) $6,804 Shares 265,993 Est. Cost $24.90 Unrealized -3.3%
BA BOEING CO COM 0.3%
Value ($000) $6,554 Shares 59,826 Est. Cost $213.33 Unrealized -2.6%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $6,449 Shares 59,142 Est. Cost $102.61 Unrealized +39.6%
PARAGON 28 INC COM 0.3%
Value ($000) $5,980 Shares 337,095 Est. Cost $16.47 Unrealized
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $5,888 Shares 205,222 Est. Cost $27.05 Unrealized -1.6%
KO COCA COLA CO COM 0.3%
Value ($000) $5,805 Shares 125,257 Est. Cost $43.12 Unrealized +33.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,658 Shares 76,643 Est. Cost $81.12 Unrealized +64.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $5,654 Shares 25,667 Est. Cost $183.45 Unrealized
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $5,593 Shares 11,636 Est. Cost $382.94 Unrealized +21.4%
CRM SALESFORCE COM 0.2%
Value ($000) $5,452 Shares 72,039 Est. Cost $215.77 Unrealized -6.5%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $5,135 Shares 36,139 Est. Cost $88.42 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $5,120 Shares 45,425 Est. Cost $187.39 Unrealized +14.0%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $5,027 Shares 20,626 Est. Cost $157.22 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $4,995 Shares 72,250 Est. Cost $58.90 Unrealized +9.2%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $4,821 Shares 155,511 Est. Cost $28.73 Unrealized
ZBH ZIMMER HLDGS INC 0.2%
Value ($000) $4,728 Shares 32,474 Est. Cost $118.94 Unrealized +11.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $4,725 Shares 48,406 Est. Cost $71.79 Unrealized +17.7%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $4,657 Shares 18,929 Est. Cost $194.34 Unrealized +10.0%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.2%
Value ($000) $4,591 Shares 93,143 Est. Cost $46.19 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $4,586 Shares 123,303 Est. Cost $35.27 Unrealized -11.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $4,545 Shares 25,358 Est. Cost $101.22 Unrealized +52.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $4,321 Shares 83,518 Est. Cost $37.41 Unrealized +21.7%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $4,224 Shares 31,883 Est. Cost $207.08 Unrealized +7.5%
NKE NIKE INC CLASS B 0.2%
Value ($000) $4,186 Shares 37,924 Est. Cost $103.67 Unrealized +7.4%
DE DEERE & CO COM 0.2%
Value ($000) $4,151 Shares 10,245 Est. Cost $227.80 Unrealized +61.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $4,142 Shares 42,498 Est. Cost $90.45 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $4,116 Shares 16,603 Est. Cost $187.67 Unrealized +15.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $4,070 Shares 71,534 Est. Cost $77.64 Unrealized +25.3%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.2%
Value ($000) $4,052 Shares 77,945 Est. Cost $57.40 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $4,050 Shares 80,654 Est. Cost $52.03 Unrealized
F FORD MOTOR COMPANY 0.2%
Value ($000) $3,831 Shares 253,219 Est. Cost $10.22 Unrealized +4.6%
GTLB GITLAB INC CLASS A COM 0.2%
Value ($000) $3,804 Shares 74,428 Est. Cost $37.16 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3,785 Shares 18,242 Est. Cost $154.51 Unrealized +13.6%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $3,776 Shares 65,404 Est. Cost $60.65 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $3,687 Shares 110,261 Est. Cost $40.73 Unrealized -24.6%
FMBH FIRST MID ILL BANCSHARES INC COM 0.2%
Value ($000) $3,679 Shares 152,397 Est. Cost $28.65 Unrealized -19.6%
HILLENBRAND INCORPORATED 0.2%
Value ($000) $3,607 Shares 70,343 Est. Cost $46.84 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $3,525 Shares 20,273 Est. Cost $103.36 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,473 Shares 117,065 Est. Cost $35.89 Unrealized +2.1%
KE KIMBALL ELECTRONICS INC COM 0.1%
Value ($000) $3,171 Shares 114,755 Est. Cost $17.95 Unrealized +31.8%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $3,147 Shares 17,883 Est. Cost $206.07 Unrealized -21.1%
C CITIGROUP INC 0.1%
Value ($000) $3,082 Shares 66,946 Est. Cost $52.74 Unrealized -19.0%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $3,062 Shares 11,711 Est. Cost $211.60 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $3,052 Shares 3,518 Est. Cost $48.47 Unrealized +41.8%
T AT&T INC COM 0.1%
Value ($000) $3,051 Shares 197,934 Est. Cost $15.46 Unrealized -4.4%
TGT TARGET CORP COM 0.1%
Value ($000) $2,992 Shares 22,686 Est. Cost $118.87 Unrealized +13.5%
NFLX NETFLIX COM INC 0.1%
Value ($000) $2,986 Shares 6,779 Est. Cost $33.59 Unrealized +9.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $2,861 Shares 17,748 Est. Cost $133.34 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $2,857 Shares 11,655 Est. Cost $145.99 Unrealized +45.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,819 Shares 25,857 Est. Cost $81.39 Unrealized +24.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,779 Shares 13,581 Est. Cost $151.60 Unrealized +23.4%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $2,745 Shares 22,387 Est. Cost $102.50 Unrealized +10.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $2,648 Shares 27,054 Est. Cost $226.21 Unrealized +36.1%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,586 Shares 60,586 Est. Cost $41.86 Unrealized -10.1%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $2,550 Shares 44,987 Est. Cost $66.47 Unrealized -24.1%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $2,510 Shares 95,274 Est. Cost $26.27 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $2,477 Shares 10,320 Est. Cost $161.12 Unrealized +29.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $2,469 Shares 33,845 Est. Cost $48.55 Unrealized +41.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,461 Shares 45,134 Est. Cost $122.90 Unrealized -11.9%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $2,395 Shares 40,731 Est. Cost $58.97 Unrealized -2.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $2,390 Shares 58,740 Est. Cost $175.91 Unrealized -61.3%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $2,385 Shares 5,368 Est. Cost $297.33 Unrealized +48.9%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2,347 Shares 44,809 Est. Cost $64.41 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $2,309 Shares 20,984 Est. Cost $89.72 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $2,293 Shares 13,164 Est. Cost $110.57 Unrealized +41.3%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2,285 Shares 11,364 Est. Cost $149.20 Unrealized +14.2%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $2,243 Shares 22,925 Est. Cost $83.43 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,210 Shares 21,334 Est. Cost $65.24 Unrealized +44.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $2,188 Shares 52,909 Est. Cost $50.37 Unrealized +17.0%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $2,178 Shares 171,486 Est. Cost $11.45 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $2,157 Shares 4,411 Est. Cost $433.51 Unrealized -7.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,096 Shares 46,276 Est. Cost $34.16 Unrealized +7.1%
EQIX EQUINIX INC COM 0.1%
Value ($000) $2,077 Shares 2,649 Est. Cost $742.21 Unrealized -6.7%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $2,061 Shares 18,194 Est. Cost $98.71 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $2,059 Shares 29,216 Est. Cost $84.45 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $2,028 Shares 6,646 Est. Cost $226.62 Unrealized +24.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,007 Shares 59,543 Est. Cost $30.14 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $1,996 Shares 26,018 Est. Cost $42.08 Unrealized +84.1%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $1,994 Shares 43,516 Est. Cost $49.65 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,992 Shares 23,492 Est. Cost $66.07 Unrealized +15.3%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $1,984 Shares 9,577 Est. Cost $209.93 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,967 Shares 22,326 Est. Cost $82.62 Unrealized -3.9%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,934 Shares 17,602 Est. Cost $61.17 Unrealized +30.5%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,904 Shares 13,789 Est. Cost $109.27 Unrealized +15.1%
BLACKROCK INC 0.1%
Value ($000) $1,894 Shares 2,740 Est. Cost $597.45 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $1,874 Shares 32,554 Est. Cost $41.40 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,829 Shares 33,609 Est. Cost $55.95 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,820 Shares 61,317 Est. Cost $28.76 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $1,804 Shares 52,281 Est. Cost $31.72 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,742 Shares 19,413 Est. Cost $69.50 Unrealized +22.5%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,728 Shares 6,108 Est. Cost $103.90 Unrealized
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $1,719 Shares 7,124 Est. Cost $77.04 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,704 Shares 30,392 Est. Cost $53.13 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,702 Shares 20,974 Est. Cost $69.56 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,695 Shares 12,666 Est. Cost $109.11 Unrealized +8.2%
HDV ISHARES TR HIGH DIVID EQUITY FD 0.1%
Value ($000) $1,684 Shares 161,186 Est. Cost $18.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,662 Shares 3,185 Est. Cost $486.77 Unrealized +10.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $1,639 Shares 25,379 Est. Cost $45.54 Unrealized +24.1%
ACN ACCENTURE PLC CLASS A 0.1%
Value ($000) $1,638 Shares 5,310 Est. Cost $256.77 Unrealized +8.9%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,626 Shares 9,375 Est. Cost $129.80 Unrealized +22.3%
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $1,613 Shares 4,969 Est. Cost $185.72 Unrealized +53.8%
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $1,588 Shares 53,604 Est. Cost $37.62 Unrealized -16.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $1,570 Shares 21,498 Est. Cost $71.10 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,568 Shares 3,912 Est. Cost $371.32 Unrealized -3.7%
DEO DIAGEO PLC 0.1%
Value ($000) $1,549 Shares 34,884 Est. Cost $50.23 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,546 Shares 7,033 Est. Cost $158.27 Unrealized +28.4%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,517 Shares 4,311 Est. Cost $242.50 Unrealized +38.9%
TGTX TG THERAPEUTICS INC COM 0.1%
Value ($000) $1,498 Shares 60,300 Est. Cost $11.31 Unrealized +128.4%
CI CIGNA CORP 0.1%
Value ($000) $1,475 Shares 5,257 Est. Cost $243.54 Unrealized +1.8%
MS MORGAN STANLEY 0.1%
Value ($000) $1,474 Shares 17,256 Est. Cost $70.65 Unrealized +10.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,471 Shares 6,518 Est. Cost $164.73 Unrealized +20.1%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,467 Shares 8,148 Est. Cost $135.97 Unrealized +17.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,461 Shares 6,791 Est. Cost $155.72 Unrealized +31.4%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,431 Shares 3,756 Est. Cost $322.30 Unrealized +9.5%
USIG ISHARES CREDIT BOND ETF 0.1%
Value ($000) $1,423 Shares 28,405 Est. Cost $49.14 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,414 Shares 28,795 Est. Cost $28.71 Unrealized +55.0%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.1%
Value ($000) $1,413 Shares 8,323 Est. Cost $133.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1,408 Shares 5,803 Est. Cost $194.38 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,403 Shares 41,137 Est. Cost $28.02 Unrealized +8.6%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,402 Shares 39,492 Est. Cost $32.49 Unrealized +3.3%
TBLL INVESCO TREASURY COLLATERAL ETF 0.1%
Value ($000) $1,396 Shares 13,238 Est. Cost $105.34 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $1,387 Shares 8,573 Est. Cost $132.97 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,383 Shares 26,525 Est. Cost $51.19 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,377 Shares 13,759 Est. Cost $105.41 Unrealized -26.4%
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,360 Shares 9,657 Est. Cost $87.52 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $1,358 Shares 5,989 Est. Cost $184.37 Unrealized +8.6%
GLD SPDR GOLD ETF 0.1%
Value ($000) $1,308 Shares 7,337 Est. Cost $146.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,294 Shares 12,824 Est. Cost $90.90 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,269 Shares 4,967 Est. Cost $80.55 Unrealized +29.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value ($000) $1,264 Shares 13,117 Est. Cost $54.82 Unrealized +46.5%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,264 Shares 11,093 Est. Cost $86.59 Unrealized +20.1%
BK OF AMERICA CORP 7.25 CNV PFD 0.1%
Value ($000) $1,261 Shares 93,377 Est. Cost $16.14 Unrealized
R1 RCM INC COM 0.1%
Value ($000) $1,254 Shares 67,991 Est. Cost $10.95 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,228 Shares 12,873 Est. Cost $66.54 Unrealized +33.1%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $1,227 Shares 12,608 Est. Cost $63.43 Unrealized +52.0%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $1,217 Shares 17,001 Est. Cost $64.07 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $1,199 Shares 17,794 Est. Cost $50.76 Unrealized +14.8%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,190 Shares 9,496 Est. Cost $59.13 Unrealized +77.9%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.1%
Value ($000) $1,188 Shares 12,456 Est. Cost $86.04 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,188 Shares 16,006 Est. Cost $68.54 Unrealized +2.1%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,188 Shares 17,702 Est. Cost $57.68 Unrealized
EXPI EXP WORLD HLDGS INC COM 0.1%
Value ($000) $1,162 Shares 57,290 Est. Cost $22.26 Unrealized -35.7%
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $1,155 Shares 11,788 Est. Cost $102.45 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,151 Shares 2,526 Est. Cost $427.92 Unrealized +1.4%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,146 Shares 1,582 Est. Cost $663.80 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.1%
Value ($000) $1,106 Shares 11,525 Est. Cost $86.55 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $1,099 Shares 7,620 Est. Cost $144.79 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1,091 Shares 3,642 Est. Cost $240.75 Unrealized +10.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1,089 Shares 22,524 Est. Cost $50.48 Unrealized -10.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $1,087 Shares 4,354 Est. Cost $135.58 Unrealized +79.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1,071 Shares 7,410 Est. Cost $101.15 Unrealized +20.9%
AFL AFLAC INC COM 0.0%
Value ($000) $1,067 Shares 15,285 Est. Cost $48.46 Unrealized +30.5%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1,062 Shares 16,699 Est. Cost $76.43 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $1,052 Shares 5,288 Est. Cost $175.32 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1,047 Shares 6,448 Est. Cost $131.69 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $1,036 Shares 2,342 Est. Cost $347.03 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $1,033 Shares 8,949 Est. Cost $104.86 Unrealized -9.9%
THFF TERRE HAUTE FIRST FINANCIAL 0.0%
Value ($000) $1,024 Shares 31,547 Est. Cost $33.85 Unrealized -9.5%
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $1,004 Shares 10,907 Est. Cost $92.82 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $1,000 Shares 2,925 Est. Cost $215.31 Unrealized +40.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $999 Shares 11,055 Est. Cost $78.37 Unrealized +2.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $996 Shares 10,268 Est. Cost $84.68 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $990 Shares 7,861 Est. Cost $136.81 Unrealized -19.3%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $984 Shares 29,940 Est. Cost $32.76 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $980 Shares 13,954 Est. Cost $49.72 Unrealized +31.3%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $958 Shares 4,679 Est. Cost $139.18 Unrealized +21.6%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $954 Shares 10,263 Est. Cost $53.53 Unrealized +49.8%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $949 Shares 19,956 Est. Cost $40.61 Unrealized -11.6%
VDE VANGUARD ENERGY 0.0%
Value ($000) $944 Shares 8,363 Est. Cost $77.40 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $930 Shares 28,135 Est. Cost $36.82 Unrealized -22.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $912 Shares 25,571 Est. Cost $33.27 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $911 Shares 73,250 Est. Cost $8.15 Unrealized +6.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $902 Shares 15,674 Est. Cost $40.41 Unrealized +25.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $892 Shares 20,027 Est. Cost $39.14 Unrealized +2.0%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $885 Shares 37,005 Est. Cost $24.06 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $876 Shares 18,571 Est. Cost $48.06 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $858 Shares 4,564 Est. Cost $152.49 Unrealized +11.8%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $854 Shares 29,858 Est. Cost $31.56 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $851 Shares 1,858 Est. Cost $435.79 Unrealized -1.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $850 Shares 19,696 Est. Cost $37.36 Unrealized -0.5%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $847 Shares 15,463 Est. Cost $55.89 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $843 Shares 6,087 Est. Cost $95.23 Unrealized +35.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $839 Shares 27,628 Est. Cost $42.70 Unrealized -36.9%
DOW DOW INC COM 0.0%
Value ($000) $820 Shares 15,402 Est. Cost $43.39 Unrealized +4.3%
D DOMINION RESOURCES INC 0.0%
Value ($000) $819 Shares 15,817 Est. Cost $57.99 Unrealized -18.0%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $817 Shares 10,904 Est. Cost $79.53 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $817 Shares 10,606 Est. Cost $68.67 Unrealized +6.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $816 Shares 11,189 Est. Cost $71.84 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $809 Shares 6,942 Est. Cost $63.45 Unrealized +73.2%
TOTAL SA ADR 0.0%
Value ($000) $802 Shares 13,919 Est. Cost $53.73 Unrealized
MSBI MIDLAND STATES BANCORP INC COM 0.0%
Value ($000) $794 Shares 39,866 Est. Cost $19.95 Unrealized -14.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $792 Shares 7,381 Est. Cost $90.03 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $784 Shares 20,819 Est. Cost $26.18 Unrealized +8.9%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $784 Shares 21,154 Est. Cost $37.14 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $778 Shares 21,912 Est. Cost $33.99 Unrealized
CBS CORP CL B 0.0%
Value ($000) $777 Shares 48,862 Est. Cost $30.17 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $774 Shares 2,931 Est. Cost $217.69 Unrealized +11.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $757 Shares 639 Est. Cost $1233.32 Unrealized +2.0%
SNY SANOFI SA 0.0%
Value ($000) $751 Shares 13,930 Est. Cost $51.81 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $743 Shares 7,363 Est. Cost $89.15 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $740 Shares 13,682 Est. Cost $42.92 Unrealized +21.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $736 Shares 9,922 Est. Cost $61.05 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $735 Shares 1,448 Est. Cost $361.56 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $733 Shares 3,782 Est. Cost $197.66 Unrealized -9.9%
CTAS CINTAS CORP 0.0%
Value ($000) $731 Shares 1,471 Est. Cost $69.07 Unrealized +66.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $727 Shares 8,112 Est. Cost $62.61 Unrealized +17.9%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $726 Shares 4,215 Est. Cost $142.42 Unrealized +18.0%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $723 Shares 4,435 Est. Cost $140.96 Unrealized
AON AON CORP 0.0%
Value ($000) $704 Shares 2,041 Est. Cost $245.11 Unrealized +30.0%
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $690 Shares 2,947 Est. Cost $253.18 Unrealized -22.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $690 Shares 3,584 Est. Cost $190.73 Unrealized -0.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $682 Shares 8,851 Est. Cost $64.40 Unrealized +12.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $681 Shares 63,160 Est. Cost $10.88 Unrealized -12.9%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $679 Shares 10,842 Est. Cost $59.54 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $673 Shares 2,690 Est. Cost $204.73 Unrealized +7.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $668 Shares 3,844 Est. Cost $136.12 Unrealized +23.2%
CALUMET SPCLTY PRDCTS PRTNRS 0.0%
Value ($000) $666 Shares 42,023 Est. Cost $4.22 Unrealized
VO VANGUARD MID CAP 0.0%
Value ($000) $662 Shares 3,005 Est. Cost $24.80 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $661 Shares 18,558 Est. Cost $40.19 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $661 Shares 1,902 Est. Cost $246.47 Unrealized +25.9%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $660 Shares 6,413 Est. Cost $79.77 Unrealized +14.2%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $659 Shares 81,872 Est. Cost $10.09 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $655 Shares 1,906 Est. Cost $316.60 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value ($000) $651 Shares 8,243 Est. Cost $88.58 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $651 Shares 241 Est. Cost $2059.94 Unrealized +26.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $649 Shares 7,786 Est. Cost $143.85 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $638 Shares 20,047 Est. Cost $32.07 Unrealized -9.3%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $637 Shares 14,160 Est. Cost $72.11 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $636 Shares 8,116 Est. Cost $61.07 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $630 Shares 7,281 Est. Cost $81.95 Unrealized
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $630 Shares 21,489 Est. Cost $27.83 Unrealized -2.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $630 Shares 3,234 Est. Cost $154.14 Unrealized +14.8%
ICE INTERCONTINENTAL EXCH INTL 0.0%
Value ($000) $626 Shares 5,534 Est. Cost $101.60 Unrealized +3.0%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $617 Shares 12,817 Est. Cost $47.12 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $617 Shares 12,611 Est. Cost $35.56 Unrealized +11.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $613 Shares 1,091 Est. Cost $81.35 Unrealized +22.9%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $609 Shares 5,743 Est. Cost $100.84 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $601 Shares 4,455 Est. Cost $111.53 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $594 Shares 2,888 Est. Cost $194.31 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $593 Shares 4,842 Est. Cost $108.70 Unrealized
VMWARE INC CL A CLASS A 0.0%
Value ($000) $583 Shares 4,061 Est. Cost $126.26 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $583 Shares 1,095 Est. Cost $692.70 Unrealized -32.3%
KEY KEYCORP COM 0.0%
Value ($000) $582 Shares 63,010 Est. Cost $14.53 Unrealized -38.0%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $582 Shares 15,090 Est. Cost $43.28 Unrealized -22.3%
LPX LOUISIANA PACIFIC 0.0%
Value ($000) $579 Shares 7,729 Est. Cost $59.71 Unrealized +3.6%
LAM RESEARCH CORP 0.0%
Value ($000) $574 Shares 893 Est. Cost $534.59 Unrealized
GABC GERMAN AMERICAN BANCORP 0.0%
Value ($000) $573 Shares 21,098 Est. Cost $29.75 Unrealized -10.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $571 Shares 11,084 Est. Cost $50.12 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $568 Shares 20,718 Est. Cost $33.65 Unrealized
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $568 Shares 3,955 Est. Cost $147.12 Unrealized 0.0%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $567 Shares 22,975 Est. Cost $25.85 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $566 Shares 7,491 Est. Cost $57.36 Unrealized +18.6%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $564 Shares 6,952 Est. Cost $82.16 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $562 Shares 11,478 Est. Cost $46.53 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $554 Shares 7,875 Est. Cost $145.49 Unrealized -33.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $540 Shares 4,938 Est. Cost $96.73 Unrealized -0.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $536 Shares 1,067 Est. Cost $357.78 Unrealized +33.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $535 Shares 7,485 Est. Cost $27.13 Unrealized +0.2%
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value ($000) $533 Shares 48,429 Est. Cost $12.86 Unrealized -19.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $525 Shares 6,239 Est. Cost $74.88 Unrealized +6.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $523 Shares 5,373 Est. Cost $47.72 Unrealized -1.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $521 Shares 1,964 Est. Cost $223.72 Unrealized +2.8%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $521 Shares 11,895 Est. Cost $63.45 Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $519 Shares 4,695 Est. Cost $64.33 Unrealized +34.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $517 Shares 3,692 Est. Cost $132.68 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $517 Shares 542 Est. Cost $54.06 Unrealized +13.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $516 Shares 14,247 Est. Cost $43.10 Unrealized -31.5%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $511 Shares 5,676 Est. Cost $80.68 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $510 Shares 14,564 Est. Cost $31.35 Unrealized -2.4%
CEF CENTRAL FUND OF CANADA LTD 0.0%
Value ($000) $509 Shares 28,237 Est. Cost $15.81 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $509 Shares 24,353 Est. Cost $22.38 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $508 Shares 10,807 Est. Cost $33.26 Unrealized +35.3%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $508 Shares 14,181 Est. Cost $107.66 Unrealized -78.6%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $508 Shares 12,693 Est. Cost $35.24 Unrealized +4.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $503 Shares 14,919 Est. Cost $28.03 Unrealized +12.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $502 Shares 6,185 Est. Cost $71.08 Unrealized +11.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $500 Shares 3,052 Est. Cost $125.85 Unrealized +11.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $497 Shares 10,002 Est. Cost $28.58 Unrealized +48.8%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $497 Shares 31,239 Est. Cost $19.14 Unrealized
LYB LYONDELLBASELL 0.0%
Value ($000) $490 Shares 5,336 Est. Cost $71.84 Unrealized +5.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $486 Shares 6,300 Est. Cost $70.45 Unrealized -3.9%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $485 Shares 3,018 Est. Cost $172.80 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $481 Shares 6,151 Est. Cost $72.08 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $481 Shares 1,234 Est. Cost $321.75 Unrealized +2.1%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $481 Shares 5,275 Est. Cost $93.81 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $479 Shares 1,122 Est. Cost $366.92 Unrealized +3.4%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $479 Shares 41,200 Est. Cost $23.62 Unrealized -2.1%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $477 Shares 1,033 Est. Cost $316.82 Unrealized +22.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $475 Shares 7,958 Est. Cost $62.03 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $471 Shares 5,558 Est. Cost $77.31 Unrealized +6.5%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $471 Shares 5,635 Est. Cost $84.20 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $467 Shares 4,951 Est. Cost $78.67 Unrealized +10.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $466 Shares 8,128 Est. Cost $50.66 Unrealized +11.8%
EOG EOG RESOURCES INC 0.0%
Value ($000) $465 Shares 4,066 Est. Cost $114.85 Unrealized -9.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $464 Shares 3,819 Est. Cost $132.77 Unrealized +0.5%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $457 Shares 4,019 Est. Cost $98.50 Unrealized -5.4%
TDC TERADATA CORP 0.0%
Value ($000) $453 Shares 8,475 Est. Cost $51.54 Unrealized -12.5%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $451 Shares 54,116 Est. Cost $13.32 Unrealized -51.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $441 Shares 2,881 Est. Cost $128.72 Unrealized +7.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $439 Shares 6,040 Est. Cost $71.68 Unrealized
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $433 Shares 29,170 Est. Cost $13.89 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $432 Shares 7,640 Est. Cost $52.52 Unrealized +14.8%
FISV FISERV INC 0.0%
Value ($000) $429 Shares 3,397 Est. Cost $101.00 Unrealized +16.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $422 Shares 4,737 Est. Cost $49.22 Unrealized +63.8%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $415 Shares 3,774 Est. Cost $96.94 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $412 Shares 12,422 Est. Cost $37.44 Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $411 Shares 5,770 Est. Cost $45.57 Unrealized +26.0%
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $408 Shares 3,750 Est. Cost $119.10 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $405 Shares 9,483 Est. Cost $41.51 Unrealized +2.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $404 Shares 5,441 Est. Cost $67.23 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $403 Shares 1,795 Est. Cost $204.37 Unrealized -1.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $403 Shares 6,532 Est. Cost $54.14 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $402 Shares 1,219 Est. Cost $243.10 Unrealized +13.5%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $400 Shares 5,393 Est. Cost $70.33 Unrealized 0.0%
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $399 Shares 10,083 Est. Cost $34.36 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $397 Shares 1,196 Est. Cost $282.11 Unrealized +5.1%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $395 Shares 7,423 Est. Cost $62.10 Unrealized -26.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $393 Shares 6,996 Est. Cost $73.88 Unrealized -23.2%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $393 Shares 6,659 Est. Cost $66.68 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $392 Shares 2,316 Est. Cost $126.30 Unrealized +19.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $392 Shares 2,998 Est. Cost $67.73 Unrealized
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $390 Shares 9,240 Est. Cost $28.91 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $390 Shares 5,991 Est. Cost $52.98 Unrealized
VV VANGUARD LARGE CAP 0.0%
Value ($000) $388 Shares 1,916 Est. Cost $185.31 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $387 Shares 181 Est. Cost $31.20 Unrealized +26.8%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $384 Shares 3,522 Est. Cost $94.35 Unrealized +3.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $379 Shares 2,583 Est. Cost $118.41 Unrealized +17.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $378 Shares 6,586 Est. Cost $51.28 Unrealized +10.9%
MET METLIFE INC COM 0.0%
Value ($000) $378 Shares 6,691 Est. Cost $53.48 Unrealized -4.2%
SEATTLE GENETICS INC 0.0%
Value ($000) $376 Shares 1,953 Est. Cost $192.46 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $376 Shares 992 Est. Cost $329.20 Unrealized +12.1%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $374 Shares 1,019 Est. Cost $398.82 Unrealized -14.4%
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $373 Shares 7,235 Est. Cost $47.59 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $371 Shares 1,615 Est. Cost $200.91 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $371 Shares 516 Est. Cost $737.98 Unrealized +3.9%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $369 Shares 2,654 Est. Cost $127.51 Unrealized +6.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $368 Shares 7,122 Est. Cost $52.30 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $364 Shares 5,386 Est. Cost $81.99 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $364 Shares 1,198 Est. Cost $249.86 Unrealized +8.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $362 Shares 4,108 Est. Cost $73.47 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $362 Shares 3,323 Est. Cost $118.59 Unrealized -10.0%
SGOL ETFS GOLD TRUST ETF 0.0%
Value ($000) $362 Shares 19,704 Est. Cost $15.24 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $361 Shares 1,907 Est. Cost $153.48 Unrealized +5.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $360 Shares 1,841 Est. Cost $203.96 Unrealized -11.3%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $360 Shares 25,813 Est. Cost $17.02 Unrealized -21.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $359 Shares 23,401 Est. Cost $18.48 Unrealized -38.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $357 Shares 4,273 Est. Cost $59.94 Unrealized +11.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $357 Shares 5,659 Est. Cost $55.91 Unrealized +13.5%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $355 Shares 9,743 Est. Cost $33.94 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $349 Shares 4,708 Est. Cost $64.35 Unrealized +6.5%
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $347 Shares 3,050 Est. Cost $165.11 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $346 Shares 19,429 Est. Cost $18.88 Unrealized -17.3%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $346 Shares 2,530 Est. Cost $127.11 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $344 Shares 7,528 Est. Cost $40.14 Unrealized +16.9%
NWBI NORTHWEST BANCSHARES INC MD COM 0.0%
Value ($000) $343 Shares 32,377 Est. Cost $7.04 Unrealized +31.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $342 Shares 4,552 Est. Cost $75.07 Unrealized
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $341 Shares 28,435 Est. Cost $17.10 Unrealized -24.1%
RACE FERRARI N V COM 0.0%
Value ($000) $339 Shares 1,044 Est. Cost $291.36 Unrealized 0.0%
MIST MILESTONE PHARMACEUTICALS INC COM 0.0%
Value ($000) $338 Shares 118,699 Est. Cost $6.68 Unrealized -43.5%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $338 Shares 697 Est. Cost $346.04 Unrealized +17.9%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $338 Shares 2,124 Est. Cost $151.44 Unrealized -2.5%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $337 Shares 703 Est. Cost $416.83 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $336 Shares 3,003 Est. Cost $105.92 Unrealized -4.6%
UBS UBS AG NEW F 0.0%
Value ($000) $335 Shares 16,544 Est. Cost $20.66 Unrealized -2.7%
DG DOLLAR GEN CORP 0.0%
Value ($000) $333 Shares 1,962 Est. Cost $222.89 Unrealized -16.0%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $332 Shares 3,202 Est. Cost $64.83 Unrealized +18.8%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $332 Shares 1,298 Est. Cost $197.59 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $326 Shares 1,761 Est. Cost $169.67 Unrealized -1.9%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $326 Shares 18,125 Est. Cost $6.15 Unrealized +153.2%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $326 Shares 13,887 Est. Cost $23.05 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $325 Shares 28,561 Est. Cost $13.30 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $324 Shares 1,137 Est. Cost $280.35 Unrealized +6.2%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $323 Shares 7,022 Est. Cost $53.08 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $317 Shares 2,394 Est. Cost $119.30 Unrealized +2.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $315 Shares 12,433 Est. Cost $22.77 Unrealized +0.2%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $313 Shares 11,895 Est. Cost $27.49 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $313 Shares 1,594 Est. Cost $219.08 Unrealized -8.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $313 Shares 16,314 Est. Cost $9.82 Unrealized +28.6%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $313 Shares 9,887 Est. Cost $30.54 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $313 Shares 1,608 Est. Cost $153.77 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $311 Shares 13,514 Est. Cost $17.34 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $309 Shares 1,318 Est. Cost $189.64 Unrealized +14.8%
FAST FASTENAL CO 0.0%
Value ($000) $309 Shares 5,234 Est. Cost $22.75 Unrealized +12.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $306 Shares 3,655 Est. Cost $76.21 Unrealized -4.0%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $306 Shares 12,416 Est. Cost $27.67 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $305 Shares 1,244 Est. Cost $244.86 Unrealized
ACTIVISION INC 0.0%
Value ($000) $304 Shares 3,612 Est. Cost $78.38 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $302 Shares 3,128 Est. Cost $110.61 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $302 Shares 5,678 Est. Cost $49.74 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $299 Shares 3,957 Est. Cost $131.08 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $297 Shares 15,785 Est. Cost $10.06 Unrealized +16.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $294 Shares 545 Est. Cost $453.41 Unrealized +2.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $294 Shares 17,057 Est. Cost $15.10 Unrealized -2.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $292 Shares 3,903 Est. Cost $48.04 Unrealized +3.9%
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 0.0%
Value ($000) $291 Shares 842 Est. Cost $304.70 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $290 Shares 4,985 Est. Cost $83.35 Unrealized -37.3%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $288 Shares 1,154 Est. Cost $249.16 Unrealized
JCI JOHNSON CTLS INC 0.0%
Value ($000) $287 Shares 4,208 Est. Cost $58.83 Unrealized -0.3%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $283 Shares 2,487 Est. Cost $117.52 Unrealized -12.9%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $282 Shares 8,718 Est. Cost $33.41 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $281 Shares 2,448 Est. Cost $137.18 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $281 Shares 3,956 Est. Cost $66.05 Unrealized 0.0%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.0%
Value ($000) $280 Shares 595 Est. Cost $438.42 Unrealized +11.7%
O REALTY INCOME CORP 0.0%
Value ($000) $279 Shares 4,659 Est. Cost $52.30 Unrealized +0.5%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $277 Shares 3,677 Est. Cost $89.31 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $276 Shares 6,183 Est. Cost $38.98 Unrealized +8.4%
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $276 Shares 3,415 Est. Cost $77.51 Unrealized 0.0%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $274 Shares 1,546 Est. Cost $155.70 Unrealized +8.3%
BCE BCE INC COM NEW 0.0%
Value ($000) $273 Shares 5,996 Est. Cost $38.32 Unrealized -1.4%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $273 Shares 7,495 Est. Cost $56.86 Unrealized -42.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $271 Shares 925 Est. Cost $278.05 Unrealized 0.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $269 Shares 2,300 Est. Cost $95.00 Unrealized 0.0%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $268 Shares 10,541 Est. Cost $23.17 Unrealized
UBSI UNITED BANKSHARES INC W. VA 0.0%
Value ($000) $268 Shares 9,027 Est. Cost $36.19 Unrealized -13.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $267 Shares 1,390 Est. Cost $169.11 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $265 Shares 2,302 Est. Cost $106.00 Unrealized 0.0%
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $262 Shares 4,109 Est. Cost $69.85 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $262 Shares 1,402 Est. Cost $150.99 Unrealized +10.8%
PHYSICIANS RLTY TR COM 0.0%
Value ($000) $261 Shares 18,683 Est. Cost $17.53 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $261 Shares 9,163 Est. Cost $35.29 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $258 Shares 3,871 Est. Cost $108.13 Unrealized -42.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $257 Shares 3,540 Est. Cost $71.84 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $257 Shares 869 Est. Cost $299.99 Unrealized -6.5%
DHI D R HORTON INC 0.0%
Value ($000) $256 Shares 2,106 Est. Cost $92.76 Unrealized +15.0%
BMO BANK OF MONTREAL 0.0%
Value ($000) $256 Shares 2,836 Est. Cost $81.45 Unrealized -2.9%
IT GARTNER INC COM 0.0%
Value ($000) $255 Shares 727 Est. Cost $325.62 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $254 Shares 8,090 Est. Cost $27.60 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $253 Shares 9,540 Est. Cost $14.08 Unrealized +63.7%
PRF POWERSHARES FTSE RAFI US 1000 0.0%
Value ($000) $253 Shares 1,545 Est. Cost $147.37 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.0%
Value ($000) $250 Shares 3,244 Est. Cost $50.13 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $250 Shares 33,969 Est. Cost $6.64 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $249 Shares 29,708 Est. Cost $6.61 Unrealized
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $247 Shares 8,164 Est. Cost $26.49 Unrealized
PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $247 Shares 1,439 Est. Cost $158.70 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $247 Shares 2,338 Est. Cost $103.69 Unrealized +0.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $244 Shares 6,581 Est. Cost $30.43 Unrealized +5.4%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $244 Shares 4,997 Est. Cost $49.34 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $243 Shares 2,136 Est. Cost $95.33 Unrealized -5.0%
UAL UNITED CONTL HLDGS INC 0.0%
Value ($000) $243 Shares 4,426 Est. Cost $47.22 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $243 Shares 3,707 Est. Cost $63.74 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $242 Shares 2,268 Est. Cost $88.78 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $242 Shares 4,540 Est. Cost $51.44 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $241 Shares 7,197 Est. Cost $32.48 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $240 Shares 5,278 Est. Cost $46.76 Unrealized -12.8%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $240 Shares 2,613 Est. Cost $131.10 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $240 Shares 4,753 Est. Cost $47.57 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $239 Shares 1,912 Est. Cost $59.26 Unrealized -3.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $239 Shares 7,315 Est. Cost $27.14 Unrealized -1.4%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $238 Shares 2,517 Est. Cost $82.71 Unrealized 0.0%
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $237 Shares 8,805 Est. Cost $22.48 Unrealized +13.5%
GENL AMERN INVESTORS CO 0.0%
Value ($000) $236 Shares 5,646 Est. Cost $36.15 Unrealized
KKR KKR & CO LP 0.0%
Value ($000) $231 Shares 4,122 Est. Cost $48.21 Unrealized +6.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $231 Shares 3,682 Est. Cost $57.12 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $230 Shares 12,259 Est. Cost $12.68 Unrealized +13.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $230 Shares 1,202 Est. Cost $172.70 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $228 Shares 10,518 Est. Cost $18.35 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $227 Shares 4,009 Est. Cost $65.03 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $227 Shares 2,809 Est. Cost $72.65 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $227 Shares 4,199 Est. Cost $43.87 Unrealized 0.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $226 Shares 793 Est. Cost $216.83 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $226 Shares 508 Est. Cost $361.03 Unrealized 0.0%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $226 Shares 2,374 Est. Cost $93.60 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $226 Shares 23,876 Est. Cost $15.34 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $225 Shares 4,266 Est. Cost $49.50 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $225 Shares 1,145 Est. Cost $158.33 Unrealized +23.5%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $224 Shares 27,500 Est. Cost $9.59 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $222 Shares 3,578 Est. Cost $64.50 Unrealized -6.7%
HUM HUMANA INC COM 0.0%
Value ($000) $222 Shares 496 Est. Cost $499.23 Unrealized -2.2%
NI NISOURCE INC COM 0.0%
Value ($000) $221 Shares 8,095 Est. Cost $23.70 Unrealized +7.6%
ITB ISHARES DOW JONES US HOME CONST (ETF) 0.0%
Value ($000) $221 Shares 2,588 Est. Cost $85.44 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $221 Shares 4,325 Est. Cost $146.45 Unrealized -63.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $221 Shares 280 Est. Cost $673.02 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $221 Shares 765 Est. Cost $241.63 Unrealized 0.0%
MAR MARRIOTT INTL INC 0.0%
Value ($000) $219 Shares 1,192 Est. Cost $168.95 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $219 Shares 3,772 Est. Cost $53.32 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $219 Shares 1,664 Est. Cost $120.96 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $218 Shares 13,104 Est. Cost $16.46 Unrealized -15.1%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $218 Shares 2,604 Est. Cost $73.57 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $217 Shares 1,341 Est. Cost $167.22 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $217 Shares 1,637 Est. Cost $125.12 Unrealized
CLW CLEARWATER PAPER CORP COM 0.0%
Value ($000) $216 Shares 6,900 Est. Cost $31.29 Unrealized +3.1%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $215 Shares 2,616 Est. Cost $75.77 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $214 Shares 1,906 Est. Cost $116.48 Unrealized -17.2%
ALB ALBEMARLE CORP 0.0%
Value ($000) $212 Shares 951 Est. Cost $235.72 Unrealized -16.8%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $212 Shares 8,810 Est. Cost $23.59 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $211 Shares 1,643 Est. Cost $120.95 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $211 Shares 896 Est. Cost $206.59 Unrealized 0.0%
AXON TASER INTERNATIONAL INC 0.0%
Value ($000) $211 Shares 1,079 Est. Cost $198.81 Unrealized +4.2%
HPQ HP INC COM 0.0%
Value ($000) $210 Shares 6,853 Est. Cost $25.72 Unrealized +5.4%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $210 Shares 2,474 Est. Cost $37.96 Unrealized 0.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $210 Shares 5,409 Est. Cost $38.26 Unrealized +1.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $207 Shares 1,920 Est. Cost $107.62 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $206 Shares 1,482 Est. Cost $137.03 Unrealized -1.1%
MSCI MSCI INC COM 0.0%
Value ($000) $204 Shares 435 Est. Cost $459.85 Unrealized +2.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $204 Shares 2,252 Est. Cost $81.67 Unrealized +6.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $203 Shares 3,047 Est. Cost $62.55 Unrealized -3.5%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $203 Shares 3,602 Est. Cost $53.98 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $203 Shares 7,887 Est. Cost $18.69 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $203 Shares 1,362 Est. Cost $114.00 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $203 Shares 4,097 Est. Cost $40.61 Unrealized +8.8%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $202 Shares 1,326 Est. Cost $148.05 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $202 Shares 4,940 Est. Cost $53.00 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $201 Shares 1,377 Est. Cost $122.11 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $201 Shares 2,277 Est. Cost $84.06 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $201 Shares 2,127 Est. Cost $94.28 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $168 Shares 16,787 Est. Cost $11.49 Unrealized -26.3%
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.0%
Value ($000) $166 Shares 10,549 Est. Cost $15.71 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $161 Shares 16,600 Est. Cost $16.39 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $159 Shares 18,536 Est. Cost $8.06 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $151 Shares 33,004 Est. Cost $3.50 Unrealized 0.0%
ING ING GROEP NV ADR 0.0%
Value ($000) $148 Shares 11,019 Est. Cost $11.87 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $147 Shares 39,541 Est. Cost $3.31 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $147 Shares 20,900 Est. Cost $4.69 Unrealized +31.9%
VERTEX ENERGY INC COM 0.0%
Value ($000) $145 Shares 23,136 Est. Cost $7.81 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $134 Shares 12,300 Est. Cost $14.03 Unrealized -25.3%
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $133 Shares 553,450 Est. Cost $0.49 Unrealized -53.1%
PAVMED INC COM 0.0%
Value ($000) $131 Shares 322,272 Est. Cost $2.40 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $124 Shares 10,019 Est. Cost $12.37 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $123 Shares 16,013 Est. Cost $6.48 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $122 Shares 55,312 Est. Cost $2.20 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $109 Shares 26,202 Est. Cost $4.70 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $101 Shares 12,882 Est. Cost $7.24 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $99 Shares 32,234 Est. Cost $2.84 Unrealized
EMCORE CORP COM NEW 0.0%
Value ($000) $75 Shares 100,000 Est. Cost $0.95 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $71 Shares 15,045 Est. Cost $4.75 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $67 Shares 12,357 Est. Cost $5.79 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $63 Shares 40,248 Est. Cost $2.85 Unrealized
ARDX ARDELYX INC COM 0.0%
Value ($000) $54 Shares 16,050 Est. Cost $1.95 Unrealized +110.5%
TELFY TELEFONICA S A ADR REPRSTG THREE SHRS 0.0%
Value ($000) $50 Shares 12,296 Est. Cost $4.27 Unrealized
INSPIRATO INCORPORATED COM CL A 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $0.98 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $48 Shares 12,287 Est. Cost $8.98 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $47 Shares 120,222 Est. Cost $11.52 Unrealized
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $43 Shares 150,000 Est. Cost $0.61 Unrealized
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $41 Shares 18,368 Est. Cost $2.13 Unrealized
NRGV ENERGY VAULT HOLDINGS INC COM 0.0%
Value ($000) $40 Shares 14,683 Est. Cost $5.43 Unrealized -61.2%
GLOBALSTAR INC COM 0.0%
Value ($000) $37 Shares 34,000 Est. Cost $1.35 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $31 Shares 17,258 Est. Cost $2.28 Unrealized
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $28 Shares 11,075 Est. Cost $6.32 Unrealized -63.5%
DISCOVERY COMMUNICATIONS INC NEW COM SER C 0.0%
Value ($000) $27 Shares 27,480 Est. Cost $17.80 Unrealized
SEELOS THERAPEUTICS INC COM 0.0%
Value ($000) $18 Shares 15,173 Est. Cost $0.67 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $6.19 Unrealized -79.1%
GTX INC DEL 0.0%
Value ($000) $12 Shares 34,536 Est. Cost $4.17 Unrealized
NXU INC CL A 0.0%
Value ($000) $9 Shares 17,310 Est. Cost $0.53 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $8 Shares 14,508 Est. Cost $0.66 Unrealized -38.1%
META MATERIALS INC COM 0.0%
Value ($000) $5 Shares 24,967 Est. Cost $1.19 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $5 Shares 30,000 Est. Cost $0.12 Unrealized
SLAM CORP WT EXP 022326 0.0%
Value ($000) $3 Shares 13,606 Est. Cost $0.44 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $298.57 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $298.57 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $0 Shares 900 Est. Cost $194.32 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $118.81 Unrealized -3.9%
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $213.33 Unrealized -2.6%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $209.31 Unrealized -4.5%
GOOGL GOOGLE INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $104.90 Unrealized +8.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $70.77 Unrealized +30.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 400 Est. Cost $118.41 Unrealized +17.7%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $197.66 Unrealized -9.9%
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $213.33 Unrealized -2.6%
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $22.48 Unrealized +13.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $226.21 Unrealized +36.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $137.03 Unrealized -1.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 600 Est. Cost $43.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $18.48 Unrealized -38.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $114.00 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $129.50 Unrealized -28.5%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 500 Est. Cost $16.46 Unrealized -15.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $23.62 Unrealized -2.1%
PAVMED INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.40 Unrealized