McClarren Financial Advisors, Inc. Diversified Active

CIK: 0001842974 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 7, 2023

Total Value ($000): $121 (100.0% shares, 0.0% debt)

Holdings (382)

VTI VANGUARD INDEX FDS 11.9%
Value ($000) $14 Shares 65,198 Est. Cost $171.54 Unrealized
VB VANGUARD INDEX FDS 9.7%
Value ($000) $12 Shares 58,929 Est. Cost $160.65 Unrealized
VOO VANGUARD INDEX FDS 8.1%
Value ($000) $10 Shares 23,938 Est. Cost $310.52 Unrealized
VO VANGUARD INDEX FDS 6.2%
Value ($000) $7 Shares 33,825 Est. Cost $164.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.9%
Value ($000) $6 Shares 36,180 Est. Cost $130.53 Unrealized
MGK VANGUARD WORLD FD 4.0%
Value ($000) $5 Shares 20,701 Est. Cost $181.67 Unrealized
VXUS VANGUARD STAR FDS 3.9%
Value ($000) $5 Shares 83,572 Est. Cost $41.93 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $4 Shares 21,548 Est. Cost $134.06 Unrealized +28.3%
VUSB VANGUARD BD INDEX FDS 3.3%
Value ($000) $4 Shares 81,390 Est. Cost $43.57 Unrealized
IWV ISHARES TR 2.2%
Value ($000) $3 Shares 10,621 Est. Cost $218.15 Unrealized
MGC VANGUARD WORLD FD 2.2%
Value ($000) $3 Shares 16,951 Est. Cost $75.41 Unrealized
DSI ISHARES TR 2.2%
Value ($000) $3 Shares 30,939 Est. Cost $71.46 Unrealized
ESGV VANGUARD WORLD FD 1.4%
Value ($000) $2 Shares 21,699 Est. Cost $46.86 Unrealized
VV VANGUARD INDEX FDS 1.4%
Value ($000) $2 Shares 8,228 Est. Cost $153.31 Unrealized
SPTM SPDR SER TR 1.2%
Value ($000) $1 Shares 27,358 Est. Cost $41.69 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $1 Shares 13,829 Est. Cost $51.17 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $1 Shares 10,276 Est. Cost $114.93 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $1 Shares 3,181 Est. Cost $363.74 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $1 Shares 32,910 Est. Cost $34.59 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $1 Shares 3,180 Est. Cost $241.77 Unrealized +27.1%
IWB ISHARES TR 0.9%
Value ($000) $1 Shares 4,219 Est. Cost $205.26 Unrealized
VXF VANGUARD INDEX FDS 0.8%
Value ($000) $1 Shares 6,293 Est. Cost $58.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1 Shares 20,163 Est. Cost $22.60 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1 Shares 4,679 Est. Cost $174.35 Unrealized
SPSM SPDR SER TR 0.6%
Value ($000) $1 Shares 18,934 Est. Cost $33.56 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $1 Shares 7,480 Est. Cost $79.35 Unrealized
BLD TOPBUILD CORP 0.6%
Value ($000) $1 Shares 2,517 Est. Cost $207.47 Unrealized +6.0%
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 4,040 Est. Cost $126.19 Unrealized
VSGX VANGUARD WORLD FD 0.5%
Value ($000) $1 Shares 12,481 Est. Cost $37.40 Unrealized
SUSA ISHARES TR 0.5%
Value ($000) $1 Shares 7,012 Est. Cost $82.20 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1 Shares 20,123 Est. Cost $25.15 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $1 Shares 2,827 Est. Cost $155.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1 Shares 1,887 Est. Cost $289.32 Unrealized +12.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1 Shares 3,906 Est. Cost $130.44 Unrealized +8.3%
ITOT ISHARES TR 0.5%
Value ($000) $1 Shares 5,972 Est. Cost $85.37 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1 Shares 4,424 Est. Cost $124.80 Unrealized -8.5%
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1 Shares 10,486 Est. Cost $49.16 Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $1 Shares 2,227 Est. Cost $205.25 Unrealized +18.6%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1 Shares 1,392 Est. Cost $191.95 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1 Shares 19,990 Est. Cost $6.37 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $0 Shares 3,002 Est. Cost $140.14 Unrealized +6.2%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $0 Shares 5,801 Est. Cost $63.07 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $0 Shares 7,734 Est. Cost $49.99 Unrealized
NUMG NUSHARES ETF TR 0.4%
Value ($000) $0 Shares 11,950 Est. Cost $23.85 Unrealized
VPU VANGUARD WORLD FDS 0.4%
Value ($000) $0 Shares 3,251 Est. Cost $142.17 Unrealized
CATH GLOBAL X FDS 0.4%
Value ($000) $0 Shares 8,175 Est. Cost $43.61 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $0 Shares 999 Est. Cost $183.32 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $0 Shares 3,677 Est. Cost $111.13 Unrealized +2.8%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $0 Shares 3,048 Est. Cost $12.97 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $0 Shares 2,237 Est. Cost $154.47 Unrealized +10.4%
NUSC NUSHARES ETF TR 0.3%
Value ($000) $0 Shares 10,466 Est. Cost $32.02 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $0 Shares 7,481 Est. Cost $0.05 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $0 Shares 4,730 Est. Cost $68.49 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $0 Shares 3,794 Est. Cost $104.56 Unrealized -11.5%
IWD ISHARES TR 0.3%
Value ($000) $0 Shares 2,112 Est. Cost $135.82 Unrealized
CSX CSX CORP 0.2%
Value ($000) $0 Shares 8,058 Est. Cost $29.58 Unrealized +2.9%
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $0 Shares 3,584 Est. Cost $61.74 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 2,575 Est. Cost $88.50 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $0 Shares 2,152 Est. Cost $87.95 Unrealized +18.8%
EFA ISHARES TR 0.2%
Value ($000) $0 Shares 3,252 Est. Cost $54.73 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $0 Shares 452 Est. Cost $308.08 Unrealized +33.6%
XEL XCEL ENERGY INC 0.2%
Value ($000) $0 Shares 3,386 Est. Cost $59.11 Unrealized +2.8%
TGT TARGET CORP 0.2%
Value ($000) $0 Shares 1,597 Est. Cost $136.67 Unrealized -1.2%
GOOG ALPHABET INC 0.2%
Value ($000) $0 Shares 1,713 Est. Cost $110.26 Unrealized +4.2%
INTU INTUIT 0.2%
Value ($000) $0 Shares 449 Est. Cost $422.65 Unrealized +2.0%
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $0 Shares 1,044 Est. Cost $168.82 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $0 Shares 889 Est. Cost $214.28 Unrealized -6.5%
UNP UNION PAC CORP 0.2%
Value ($000) $0 Shares 953 Est. Cost $178.06 Unrealized +5.0%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $0 Shares 795 Est. Cost $189.15 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 5,167 Est. Cost $40.39 Unrealized -17.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $0 Shares 1,743 Est. Cost $85.89 Unrealized +16.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $0 Shares 534 Est. Cost $219.91 Unrealized +25.5%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 1,554 Est. Cost $72.11 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 6,888 Est. Cost $0.02 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 3,314 Est. Cost $41.78 Unrealized +8.9%
IYJ ISHARES TR 0.1%
Value ($000) $0 Shares 1,604 Est. Cost $83.60 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $0 Shares 3,558 Est. Cost $38.51 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 4,758 Est. Cost $30.44 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 4,559 Est. Cost $0.03 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 1,044 Est. Cost $114.93 Unrealized +12.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 4,107 Est. Cost $0.03 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $0 Shares 1,036 Est. Cost $128.91 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 4,726 Est. Cost $28.30 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 350 Est. Cost $369.73 Unrealized +0.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 664 Est. Cost $169.70 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 615 Est. Cost $217.87 Unrealized -1.9%
ILCG ISHARES TR 0.1%
Value ($000) $0 Shares 2,101 Est. Cost $47.89 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $0 Shares 4,178 Est. Cost $29.92 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $0 Shares 3,556 Est. Cost $30.67 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 2,084 Est. Cost $55.73 Unrealized +2.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $0 Shares 631 Est. Cost $148.98 Unrealized +18.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $0 Shares 891 Est. Cost $108.77 Unrealized +18.4%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $0 Shares 5,090 Est. Cost $0.02 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $0 Shares 3,855 Est. Cost $24.02 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 4,153 Est. Cost $0.02 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 1,561 Est. Cost $0.07 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 5,470 Est. Cost $0.02 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 623 Est. Cost $152.85 Unrealized +4.1%
HDV ISHARES TR 0.1%
Value ($000) $0 Shares 1,111 Est. Cost $0.10 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 341 Est. Cost $203.02 Unrealized +38.6%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $0 Shares 2,194 Est. Cost $50.48 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $0 Shares 386 Est. Cost $90.52 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $0 Shares 914 Est. Cost $102.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 204 Est. Cost $495.09 Unrealized -6.1%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 3,086 Est. Cost $24.89 Unrealized
WSFS WSFS FINL CORP 0.1%
Value ($000) $0 Shares 2,520 Est. Cost $46.73 Unrealized -23.9%
ITA ISHARES TR 0.1%
Value ($000) $0 Shares 809 Est. Cost $90.91 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $0 Shares 431 Est. Cost $219.07 Unrealized -7.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 1,654 Est. Cost $74.21 Unrealized -32.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $0 Shares 185 Est. Cost $367.34 Unrealized +30.5%
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $0 Shares 9,350 Est. Cost $10.05 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 2,714 Est. Cost $0.03 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 662 Est. Cost $127.12 Unrealized +5.2%
META META PLATFORMS INC 0.1%
Value ($000) $0 Shares 310 Est. Cost $160.96 Unrealized +52.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 1,208 Est. Cost $56.72 Unrealized +20.8%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 1,086 Est. Cost $19.53 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 1,835 Est. Cost $21.90 Unrealized
POOL POOL CORP 0.1%
Value ($000) $0 Shares 225 Est. Cost $340.81 Unrealized -3.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $0 Shares 188 Est. Cost $0.44 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 691 Est. Cost $92.08 Unrealized +9.0%
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 2,670 Est. Cost $0.03 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 816 Est. Cost $78.55 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 815 Est. Cost $80.33 Unrealized +10.2%
IWS ISHARES TR 0.1%
Value ($000) $0 Shares 708 Est. Cost $95.82 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $0 Shares 785 Est. Cost $90.29 Unrealized +7.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 398 Est. Cost $143.62 Unrealized +20.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 165 Est. Cost $380.78 Unrealized +13.3%
SPYM SPDR SER TR 0.1%
Value ($000) $0 Shares 1,428 Est. Cost $41.84 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 304 Est. Cost $172.21 Unrealized +24.1%
ICLN ISHARES TR 0.1%
Value ($000) $0 Shares 3,744 Est. Cost $14.02 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 376 Est. Cost $0.18 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $0 Shares 1,401 Est. Cost $49.66 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 308 Est. Cost $157.38 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $0 Shares 548 Est. Cost $0.12 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $0 Shares 674 Est. Cost $71.76 Unrealized +13.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 1,477 Est. Cost $33.70 Unrealized +8.8%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 1,097 Est. Cost $44.95 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 328 Est. Cost $152.34 Unrealized +11.9%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 894 Est. Cost $63.20 Unrealized +4.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 787 Est. Cost $0.07 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 776 Est. Cost $63.61 Unrealized +2.9%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 990 Est. Cost $48.54 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2,940 Est. Cost $15.44 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 1,729 Est. Cost $31.55 Unrealized -2.6%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 564 Est. Cost $73.34 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $31.33 Unrealized
WMT WALMART INC 0.0%
Value ($000) $0 Shares 349 Est. Cost $42.00 Unrealized +16.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 1,202 Est. Cost $33.06 Unrealized +10.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 182 Est. Cost $236.27 Unrealized +15.6%
IMCG ISHARES TR 0.0%
Value ($000) $0 Shares 881 Est. Cost $50.29 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 1,587 Est. Cost $27.87 Unrealized -4.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 877 Est. Cost $48.03 Unrealized +25.6%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 860 Est. Cost $55.84 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 865 Est. Cost $47.17 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 655 Est. Cost $75.73 Unrealized -9.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 543 Est. Cost $81.09 Unrealized -9.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 607 Est. Cost $72.46 Unrealized +0.6%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $23.94 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 2,821 Est. Cost $15.08 Unrealized -2.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 330 Est. Cost $115.73 Unrealized +2.0%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 1,624 Est. Cost $39.31 Unrealized -22.8%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $68.73 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $141.99 Unrealized -22.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 299 Est. Cost $135.67 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,079 Est. Cost $35.69 Unrealized -12.6%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 1,537 Est. Cost $25.47 Unrealized -1.3%
IVW ISHARES TR 0.0%
Value ($000) $0 Shares 564 Est. Cost $57.25 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $31.74 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 139 Est. Cost $250.12 Unrealized -0.9%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 585 Est. Cost $62.98 Unrealized -0.8%
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $0 Shares 1,359 Est. Cost $22.81 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 746 Est. Cost $42.06 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $0 Shares 517 Est. Cost $56.09 Unrealized
V VISA INC 0.0%
Value ($000) $0 Shares 152 Est. Cost $198.31 Unrealized +13.2%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 214 Est. Cost $161.19 Unrealized +4.3%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $0 Shares 12,400 Est. Cost $4.10 Unrealized -29.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $168.63 Unrealized +0.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $0 Shares 306 Est. Cost $86.91 Unrealized +26.5%
FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 2,408 Est. Cost $0.01 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $0 Shares 362 Est. Cost $94.21 Unrealized +2.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $34.02 Unrealized +66.2%
SNY SANOFI 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.05 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 329 Est. Cost $84.01 Unrealized +9.9%
IYY ISHARES TR 0.0%
Value ($000) $0 Shares 287 Est. Cost $84.51 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 49 Est. Cost $360.00 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 186 Est. Cost $0.17 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 155 Est. Cost $133.57 Unrealized +27.5%
ICF ISHARES TR 0.0%
Value ($000) $0 Shares 550 Est. Cost $0.05 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 509 Est. Cost $0.06 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,208 Est. Cost $23.18 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 630 Est. Cost $44.08 Unrealized +2.1%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 2,512 Est. Cost $13.87 Unrealized -22.5%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 1,957 Est. Cost $0.01 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 163 Est. Cost $156.51 Unrealized +1.4%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $0.02 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $0 Shares 909 Est. Cost $28.25 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 545 Est. Cost $40.75 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 249 Est. Cost $100.28 Unrealized -4.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $241.60 Unrealized +0.2%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 414 Est. Cost $53.14 Unrealized
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 945 Est. Cost $5.36 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 510 Est. Cost $39.44 Unrealized +29.5%
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 374 Est. Cost $72.99 Unrealized -5.7%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 578 Est. Cost $0.04 Unrealized
IEUS ISHARES TR 0.0%
Value ($000) $0 Shares 457 Est. Cost $40.38 Unrealized
ABM ABM INDS INC 0.0%
Value ($000) $0 Shares 557 Est. Cost $40.71 Unrealized +0.4%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 234 Est. Cost $68.38 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $191.11 Unrealized +8.1%
TRN TRINITY INDS INC 0.0%
Value ($000) $0 Shares 865 Est. Cost $21.17 Unrealized -3.6%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 500 Est. Cost $42.21 Unrealized +0.1%
ACA ARCOSA INC 0.0%
Value ($000) $0 Shares 296 Est. Cost $54.93 Unrealized +21.6%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 190 Est. Cost $94.59 Unrealized +11.6%
MMM 3M CO 0.0%
Value ($000) $0 Shares 214 Est. Cost $96.13 Unrealized -19.3%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 876 Est. Cost $0.02 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 620 Est. Cost $26.55 Unrealized +11.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 156 Est. Cost $116.88 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 112 Est. Cost $169.82 Unrealized -2.0%
ISCG ISHARES TR 0.0%
Value ($000) $0 Shares 472 Est. Cost $34.12 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $0 Shares 77 Est. Cost $194.81 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 116 Est. Cost $153.09 Unrealized -5.4%
BP BP PLC 0.0%
Value ($000) $0 Shares 543 Est. Cost $0.03 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 273 Est. Cost $47.44 Unrealized +35.8%
MLPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 470 Est. Cost $34.04 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $227.04 Unrealized +16.8%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 516 Est. Cost $37.55 Unrealized -7.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 415 Est. Cost $0.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 294 Est. Cost $62.30 Unrealized -5.4%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 360 Est. Cost $0.05 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 389 Est. Cost $38.69 Unrealized +3.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 144 Est. Cost $127.05 Unrealized -14.7%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 244 Est. Cost $59.87 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 415 Est. Cost $40.83 Unrealized -7.8%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 2,103 Est. Cost $10.16 Unrealized -16.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 417 Est. Cost $36.23 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $90.52 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $9.38 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 173 Est. Cost $81.01 Unrealized +4.3%
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 176 Est. Cost $74.71 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $143.24 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $154.12 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $0 Shares 670 Est. Cost $22.49 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 171 Est. Cost $86.96 Unrealized -8.1%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 407 Est. Cost $30.75 Unrealized -0.5%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $229.23 Unrealized -50.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 327 Est. Cost $43.24 Unrealized -15.5%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 241 Est. Cost $37.34 Unrealized
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 311 Est. Cost $38.93 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 161 Est. Cost $77.12 Unrealized -9.2%
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 160 Est. Cost $61.06 Unrealized +12.1%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 172 Est. Cost $54.56 Unrealized +15.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 50 Est. Cost $240.44 Unrealized -13.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 233 Est. Cost $37.60 Unrealized +13.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $214.77 Unrealized +40.9%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 67 Est. Cost $129.61 Unrealized +8.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 116 Est. Cost $69.26 Unrealized +16.4%
JNK SPDR SER TR 0.0%
Value ($000) $0 Shares 104 Est. Cost $0.09 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 304 Est. Cost $23.03 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 84 Est. Cost $83.34 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost $496.54 Unrealized -1.9%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $56.17 Unrealized +0.8%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $545.45 Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $0 Shares 446 Est. Cost $22.42 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 422 Est. Cost $10.02 Unrealized +4.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.09 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $152.19 Unrealized +10.2%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $0 Shares 101 Est. Cost $58.18 Unrealized +22.5%
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 427 Est. Cost $0.02 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $279.27 Unrealized -28.4%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $56.64 Unrealized +27.5%
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 117 Est. Cost $9.71 Unrealized
BA BOEING CO 0.0%
Value ($000) $0 Shares 35 Est. Cost $153.37 Unrealized +35.4%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $285.71 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 198 Est. Cost $30.46 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 144 Est. Cost $84.78 Unrealized -39.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 92 Est. Cost $22.33 Unrealized +21.7%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 53 Est. Cost $74.05 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.12 Unrealized
NORW GLOBAL X FDS 0.0%
Value ($000) $0 Shares 265 Est. Cost $18.87 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 44 Est. Cost $108.64 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 90 Est. Cost $66.67 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 118 Est. Cost $41.67 Unrealized
PLNT PLANET FITNESS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $72.03 Unrealized -0.5%
IHAK ISHARES TR 0.0%
Value ($000) $0 Shares 153 Est. Cost $32.68 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $0 Shares 101 Est. Cost $0.05 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 535 Est. Cost $8.49 Unrealized -0.3%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $200.95 Unrealized +42.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 151 Est. Cost $35.44 Unrealized -5.1%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $71.43 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $66.67 Unrealized
KNF KNIFE RIVER CORP 0.0%
Value ($000) $0 Shares 105 Est. Cost $44.43 Unrealized 0.0%
PFFA ETFIS SER TR I 0.0%
Value ($000) $0 Shares 216 Est. Cost $0.01 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $41.59 Unrealized +8.8%
USRT ISHARES TR 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.04 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 218 Est. Cost $0.01 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $0 Shares 17 Est. Cost $117.65 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 42 Est. Cost $68.44 Unrealized +10.7%
MAGA ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 96 Est. Cost $31.25 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 110 Est. Cost $42.47 Unrealized -51.7%
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 55 Est. Cost $36.36 Unrealized
WESTERN ASSET GLOBAL CORP DE 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.01 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 32 Est. Cost $62.50 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 103 Est. Cost $24.24 Unrealized -21.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 16 Est. Cost $62.50 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $32.53 Unrealized +3.2%
HNST HONEST CO INC 0.0%
Value ($000) $0 Shares 641 Est. Cost $1.70 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 352 Est. Cost $2.89 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 165 Est. Cost $6.06 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $35.87 Unrealized -34.4%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 150 Est. Cost $10.27 Unrealized -11.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 16 Est. Cost $79.16 Unrealized +0.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 4 Est. Cost $264.08 Unrealized +5.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 53 Est. Cost $39.90 Unrealized -32.5%
FFSM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 89 Est. Cost $11.24 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 56 Est. Cost $17.86 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 74 Est. Cost $10.85 Unrealized -1.5%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 35 Est. Cost $27.78 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.69 Unrealized +20.8%
CROX CROCS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $69.43 Unrealized +71.6%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $87.94 Unrealized +2.8%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $22.07 Unrealized +12.9%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $48.78 Unrealized +3.8%
PIONEER NAT RES CO 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.84 Unrealized +28.2%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.09 Unrealized +29.4%
RBA RB GLOBAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.38 Unrealized 0.0%
RBC RBC BEARINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $228.45 Unrealized -5.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $34.08 Unrealized -59.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $403.95 Unrealized +10.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $321.12 Unrealized +11.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.08 Unrealized -3.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.72 Unrealized -4.2%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.44 Unrealized -4.5%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $282.44 Unrealized +5.5%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $27.58 Unrealized -54.0%
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.01 Unrealized +18.2%
EXP EAGLE MATLS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.31 Unrealized +26.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.48 Unrealized +9.8%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.77 Unrealized +8.4%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $24.47 Unrealized 0.0%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.26 Unrealized +24.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $233.12 Unrealized -19.7%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.02 Unrealized +20.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.99 Unrealized -5.5%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $388.70 Unrealized -5.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.33 Unrealized +14.5%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.27 Unrealized -2.7%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $122.94 Unrealized +41.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $213.69 Unrealized +12.1%
AGENUS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 157 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $10.40 Unrealized +30.1%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $97.71 Unrealized +13.9%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $219.37 Unrealized -1.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $349.10 Unrealized +15.4%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $82.44 Unrealized -12.3%
TBHC KIRKLANDS INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $3.84 Unrealized -24.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $149.35 Unrealized +13.3%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.62 Unrealized +3.9%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.87 Unrealized +15.3%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.72 Unrealized +0.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $228.84 Unrealized -10.6%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.44 Unrealized +14.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 14 Est. Cost $95.21 Unrealized -29.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.59 Unrealized -4.5%
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.89 Unrealized +15.9%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.85 Unrealized +12.7%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.93 Unrealized +14.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $313.01 Unrealized +28.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 6 Est. Cost $124.20 Unrealized +5.3%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.09 Unrealized +15.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $304.77 Unrealized +10.6%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $281.19 Unrealized -1.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $524.96 Unrealized +2.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $328.87 Unrealized +12.2%