McClarren Financial Advisors, Inc. Diversified Active

CIK: 0001842974 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $143 (100.0% shares, 0.0% debt)

Holdings (360)

VTI VANGUARD INDEX FDS 11.8%
Value ($000) $17 Shares 55,374 Est. Cost $171.54 Unrealized
VB VANGUARD INDEX FDS 8.8%
Value ($000) $13 Shares 50,585 Est. Cost $160.65 Unrealized
VOO VANGUARD INDEX FDS 8.3%
Value ($000) $12 Shares 54,014 Est. Cost $133.93 Unrealized
VO VANGUARD INDEX FDS 6.0%
Value ($000) $9 Shares 32,925 Est. Cost $156.29 Unrealized
MGK VANGUARD WORLD FD 4.8%
Value ($000) $7 Shares 36,448 Est. Cost $101.91 Unrealized
VUSB VANGUARD BD INDEX FDS 4.5%
Value ($000) $6 Shares 6,816 Est. Cost $32.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.5%
Value ($000) $6 Shares 9,857 Est. Cost $130.53 Unrealized
VXUS VANGUARD STAR FDS 3.6%
Value ($000) $5 Shares 6,813 Est. Cost $41.44 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $5 Shares 5,265 Est. Cost $139.21 Unrealized +33.0%
DSI ISHARES TR 2.4%
Value ($000) $4 Shares 519 Est. Cost $71.46 Unrealized
ESGV VANGUARD WORLD FD 2.3%
Value ($000) $3 Shares 3,091 Est. Cost $30.22 Unrealized
IWV ISHARES TR 2.3%
Value ($000) $3 Shares 2,160 Est. Cost $218.15 Unrealized
MGC VANGUARD WORLD FD 2.3%
Value ($000) $3 Shares 2,367 Est. Cost $73.06 Unrealized
VV VANGUARD INDEX FDS 1.7%
Value ($000) $2 Shares 2,745 Est. Cost $127.06 Unrealized
QQQ INVESCO QQQ TR 1.3%
Value ($000) $2 Shares 6,707 Est. Cost $40.33 Unrealized
SPTM SPDR SER TR 1.1%
Value ($000) $2 Shares 1,990 Est. Cost $41.69 Unrealized
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $2 Shares 5,614 Est. Cost $113.79 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $2 Shares 12,586 Est. Cost $87.73 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $1 Shares 1,541 Est. Cost $51.17 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1 Shares 3,575 Est. Cost $260.67 Unrealized +60.1%
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1 Shares 3,063 Est. Cost $34.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value ($000) $1 Shares 889 Est. Cost $21.55 Unrealized
VXF VANGUARD INDEX FDS 0.7%
Value ($000) $1 Shares 3,207 Est. Cost $58.40 Unrealized
IWB ISHARES TR 0.7%
Value ($000) $1 Shares 2,082 Est. Cost $205.26 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1 Shares 2,840 Est. Cost $171.62 Unrealized
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 3,251 Est. Cost $124.35 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 4,928 Est. Cost $98.75 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1 Shares 2,125 Est. Cost $124.80 Unrealized +47.2%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1 Shares 6,919 Est. Cost $25.76 Unrealized
VOE VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 1,053 Est. Cost $7.22 Unrealized
VSGX VANGUARD WORLD FD 0.6%
Value ($000) $1 Shares 629 Est. Cost $30.40 Unrealized
SUSA ISHARES TR 0.6%
Value ($000) $1 Shares 224 Est. Cost $82.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1 Shares 4,068 Est. Cost $353.28 Unrealized +15.7%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1 Shares 1,154 Est. Cost $133.14 Unrealized +18.1%
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1 Shares 604 Est. Cost $6.37 Unrealized
ESGU ISHARES TR 0.5%
Value ($000) $1 Shares 1,073 Est. Cost $78.31 Unrealized
CATH GLOBAL X FDS 0.5%
Value ($000) $1 Shares 392 Est. Cost $29.13 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1 Shares 2,003 Est. Cost $111.31 Unrealized +50.3%
ITOT ISHARES TR 0.5%
Value ($000) $1 Shares 356 Est. Cost $72.98 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1 Shares 912 Est. Cost $24.90 Unrealized
SPSM SPDR SER TR 0.5%
Value ($000) $1 Shares 1,079 Est. Cost $33.56 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1 Shares 938 Est. Cost $48.42 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $1 Shares 1,602 Est. Cost $49.99 Unrealized
BLD TOPBUILD CORP 0.3%
Value ($000) $0 Shares 385 Est. Cost $407.56 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $0 Shares 1,810 Est. Cost $659.70 Unrealized +19.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $0 Shares 1,023 Est. Cost $140.14 Unrealized +0.9%
NUSC NUSHARES ETF TR 0.3%
Value ($000) $0 Shares 354 Est. Cost $28.09 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $0 Shares 824 Est. Cost $154.47 Unrealized +5.1%
HSY HERSHEY CO 0.3%
Value ($000) $0 Shares 183 Est. Cost $205.25 Unrealized -10.4%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $0 Shares 1,423 Est. Cost $55.26 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $0 Shares 595 Est. Cost $104.56 Unrealized +0.9%
IWD ISHARES TR 0.2%
Value ($000) $0 Shares 1,221 Est. Cost $134.17 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $0 Shares 154 Est. Cost $9.61 Unrealized
CSX CSX CORP 0.2%
Value ($000) $0 Shares 120 Est. Cost $29.82 Unrealized +11.1%
GOOG ALPHABET INC 0.2%
Value ($000) $0 Shares 1,650 Est. Cost $110.69 Unrealized +52.6%
IWR ISHARES TR 0.2%
Value ($000) $0 Shares 162 Est. Cost $68.49 Unrealized
NUMG NUSHARES ETF TR 0.2%
Value ($000) $0 Shares 209 Est. Cost $21.92 Unrealized
INTU INTUIT 0.2%
Value ($000) $0 Shares 657 Est. Cost $482.43 Unrealized +27.3%
EFIV SPDR SER TR 0.2%
Value ($000) $0 Shares 53 Est. Cost $5.38 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 1,183 Est. Cost $142.17 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $0 Shares 742 Est. Cost $87.95 Unrealized +38.4%
EFA ISHARES TR 0.2%
Value ($000) $0 Shares 469 Est. Cost $54.05 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $0 Shares 76 Est. Cost $0.08 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 948 Est. Cost $88.50 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $0 Shares 1,415 Est. Cost $133.66 Unrealized +41.5%
MCK MCKESSON CORP 0.2%
Value ($000) $0 Shares 584 Est. Cost $487.44 Unrealized +13.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 2,755 Est. Cost $480.22 Unrealized -1.5%
UNP UNION PAC CORP 0.1%
Value ($000) $0 Shares 226 Est. Cost $178.06 Unrealized +26.6%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 1,218 Est. Cost $139.87 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 1,020 Est. Cost $70.94 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 57 Est. Cost $0.03 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 1,596 Est. Cost $90.15 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $0 Shares 119 Est. Cost $1.62 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 312 Est. Cost $217.87 Unrealized +28.2%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 270 Est. Cost $54.23 Unrealized +14.3%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $0 Shares 214 Est. Cost $214.28 Unrealized +4.6%
ILCG ISHARES TR 0.1%
Value ($000) $0 Shares 81 Est. Cost $47.07 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 487 Est. Cost $61.74 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $0 Shares 456 Est. Cost $0.35 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 33 Est. Cost $27.68 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $0 Shares 2,016 Est. Cost $433.58 Unrealized +11.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 460 Est. Cost $86.08 Unrealized +27.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 441 Est. Cost $386.63 Unrealized +16.8%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 688 Est. Cost $160.34 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 34 Est. Cost $4.29 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $0 Shares 205 Est. Cost $38.51 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $0 Shares 275 Est. Cost $219.91 Unrealized +19.3%
PFE PFIZER INC 0.1%
Value ($000) $0 Shares 195 Est. Cost $39.96 Unrealized -38.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $0 Shares 200 Est. Cost $71.76 Unrealized +181.4%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $0 Shares 26 Est. Cost $0.02 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $0 Shares 236 Est. Cost $18.51 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $0 Shares 78 Est. Cost $80.46 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 245 Est. Cost $0.07 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 65 Est. Cost $1.86 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $0 Shares 228 Est. Cost $148.98 Unrealized +39.4%
WSFS WSFS FINL CORP 0.1%
Value ($000) $0 Shares 47 Est. Cost $46.73 Unrealized -5.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $0 Shares 264 Est. Cost $108.77 Unrealized +22.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 680 Est. Cost $267.22 Unrealized +24.7%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 376 Est. Cost $30.44 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 381 Est. Cost $55.80 Unrealized +5.5%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 282 Est. Cost $80.33 Unrealized +73.8%
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 343 Est. Cost $127.12 Unrealized +23.6%
IJH ISHARES TR 0.1%
Value ($000) $0 Shares 175 Est. Cost $14.76 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $0 Shares 264 Est. Cost $0.41 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 444 Est. Cost $136.67 Unrealized +8.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $0 Shares 238 Est. Cost $219.07 Unrealized +8.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $0 Shares 544 Est. Cost $0.28 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $0 Shares 114 Est. Cost $0.89 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 71 Est. Cost $0.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 423 Est. Cost $92.08 Unrealized +32.8%
IDXX IDEXX LABS INC 0.1%
Value ($000) $0 Shares 487 Est. Cost $450.86 Unrealized +11.3%
HDV ISHARES TR 0.1%
Value ($000) $0 Shares 217 Est. Cost $0.10 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $0 Shares 311 Est. Cost $90.29 Unrealized -13.5%
AVGO BROADCOM INC 0.1%
Value ($000) $0 Shares 3,211 Est. Cost $136.61 Unrealized +0.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 190 Est. Cost $41.78 Unrealized +8.4%
PFF ISHARES TR 0.1%
Value ($000) $0 Shares 31 Est. Cost $28.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 934 Est. Cost $430.72 Unrealized +2.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 666 Est. Cost $262.20 Unrealized +29.2%
TXT TEXTRON INC 0.1%
Value ($000) $0 Shares 85 Est. Cost $63.20 Unrealized +40.6%
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $0 Shares 20 Est. Cost $9.76 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 351 Est. Cost $83.56 Unrealized +27.8%
VAW VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 192 Est. Cost $0.18 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 129 Est. Cost $44.95 Unrealized
POOL POOL CORP 0.0%
Value ($000) $0 Shares 307 Est. Cost $344.01 Unrealized +2.7%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 199 Est. Cost $19.28 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 210 Est. Cost $152.34 Unrealized +31.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $27.97 Unrealized +34.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 83 Est. Cost $49.42 Unrealized -17.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 43 Est. Cost $31.33 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 533 Est. Cost $69.99 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 156 Est. Cost $63.67 Unrealized +19.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 76 Est. Cost $0.07 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 61 Est. Cost $47.87 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 97 Est. Cost $72.46 Unrealized +22.9%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 66 Est. Cost $47.17 Unrealized
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $0 Shares 65 Est. Cost $361.63 Unrealized +0.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 345 Est. Cost $117.19 Unrealized +41.5%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 120 Est. Cost $0.12 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $33.39 Unrealized +17.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 466 Est. Cost $141.39 Unrealized +3.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $135.67 Unrealized +20.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $0 Shares 173 Est. Cost $86.91 Unrealized +106.6%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 57 Est. Cost $51.98 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 267 Est. Cost $31.08 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 1,064 Est. Cost $16.63 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $0 Shares 362 Est. Cost $90.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 71 Est. Cost $75.73 Unrealized -6.0%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 54 Est. Cost $42.06 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 241 Est. Cost $180.11 Unrealized +31.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 337 Est. Cost $78.55 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 661 Est. Cost $316.26 Unrealized +5.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 61 Est. Cost $31.55 Unrealized +3.0%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.06 Unrealized
PPL PPL CORP 0.0%
Value ($000) $0 Shares 27 Est. Cost $25.45 Unrealized +4.3%
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $0 Shares 31 Est. Cost $22.53 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 509 Est. Cost $248.44 Unrealized +2.7%
V VISA INC 0.0%
Value ($000) $0 Shares 1,049 Est. Cost $260.19 Unrealized +4.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 123 Est. Cost $35.48 Unrealized +2.8%
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 39 Est. Cost $32.80 Unrealized +12.3%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $0 Shares 118 Est. Cost $94.21 Unrealized +19.5%
IYY ISHARES TR 0.0%
Value ($000) $0 Shares 132 Est. Cost $83.63 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 16 Est. Cost $13.86 Unrealized +9.3%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 22 Est. Cost $38.60 Unrealized -37.2%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 128 Est. Cost $62.98 Unrealized +11.1%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $162.46 Unrealized +0.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $47.11 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $56.72 Unrealized +14.9%
ISTB ISHARES TR 0.0%
Value ($000) $0 Shares 284 Est. Cost $48.99 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 213 Est. Cost $166.73 Unrealized +21.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 132 Est. Cost $34.02 Unrealized +95.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 125 Est. Cost $40.75 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $28.25 Unrealized +20.2%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 301 Est. Cost $84.01 Unrealized +19.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 65 Est. Cost $39.44 Unrealized +61.1%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 514 Est. Cost $7.55 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 156 Est. Cost $33.70 Unrealized +10.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.02 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 49 Est. Cost $44.08 Unrealized +18.0%
ICFI ICF INTL INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $144.79 Unrealized -0.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 388 Est. Cost $173.47 Unrealized +1.6%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 14 Est. Cost $0.01 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 107 Est. Cost $48.36 Unrealized +115.1%
SNY SANOFI 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.05 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.06 Unrealized
HIGH INCOME SECS FD 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.01 Unrealized
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 119 Est. Cost $5.28 Unrealized
ABM ABM INDS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.71 Unrealized +10.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 101 Est. Cost $82.70 Unrealized +10.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 92 Est. Cost $48.03 Unrealized -23.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 126 Est. Cost $44.08 Unrealized +36.6%
TRN TRINITY INDS INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $21.23 Unrealized +27.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 199 Est. Cost $143.73 Unrealized +26.9%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 65 Est. Cost $53.14 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 21 Est. Cost $1.24 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.02 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $0 Shares 660 Est. Cost $144.63 Unrealized +9.2%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 53 Est. Cost $42.21 Unrealized +20.2%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.38 Unrealized -3.5%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 212 Est. Cost $68.38 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.07 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 59 Est. Cost $40.83 Unrealized +39.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 59 Est. Cost $38.88 Unrealized +43.4%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 242 Est. Cost $217.43 Unrealized +8.4%
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $72.99 Unrealized -15.5%
NLR VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 79 Est. Cost $0.30 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.02 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 196 Est. Cost $180.40 Unrealized +8.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 152 Est. Cost $91.76 Unrealized +48.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 142 Est. Cost $0.04 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.03 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 197 Est. Cost $168.92 Unrealized +14.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 233 Est. Cost $233.76 Unrealized -2.5%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.05 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 118 Est. Cost $94.59 Unrealized +27.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 292 Est. Cost $78.59 Unrealized +3.5%
MMM 3M CO 0.0%
Value ($000) $0 Shares 102 Est. Cost $95.46 Unrealized -1.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 33 Est. Cost $26.55 Unrealized +33.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 128 Est. Cost $61.32 Unrealized +84.6%
IYT ISHARES TR 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.31 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 29 Est. Cost $23.18 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.25 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 215 Est. Cost $63.18 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $0 Shares 2,549 Est. Cost $771.83 Unrealized +0.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $37.55 Unrealized -3.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 258 Est. Cost $238.57 Unrealized +1.6%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 102 Est. Cost $0.08 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 96 Est. Cost $73.88 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $35.95 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $30.75 Unrealized +9.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $109.35 Unrealized +6.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 87 Est. Cost $86.60 Unrealized -4.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 444 Est. Cost $384.64 Unrealized +3.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $8.86 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 51 Est. Cost $33.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.09 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 55 Est. Cost $36.74 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 85 Est. Cost $19.92 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 249 Est. Cost $248.26 Unrealized +0.8%
AGNG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.02 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 75 Est. Cost $84.33 Unrealized -15.2%
BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 1,196 Est. Cost $0.02 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 96 Est. Cost $74.37 Unrealized +26.0%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 246 Est. Cost $16.32 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 406 Est. Cost $201.66 Unrealized +3.6%
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.03 Unrealized +31.3%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 158 Est. Cost $152.23 Unrealized +11.0%
UNL UNITED STS 12 MONTH NAT GAS 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.01 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.79 Unrealized 0.0%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.05 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 121 Est. Cost $0.09 Unrealized
BLACKROCK INC 0.0%
Value ($000) $0 Shares 787 Est. Cost $7.64 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 145 Est. Cost $3.33 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $43.09 Unrealized -26.6%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $0 Shares 70 Est. Cost $74.70 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 46 Est. Cost $35.44 Unrealized +25.2%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 395 Est. Cost $183.66 Unrealized -4.8%
IHAK ISHARES TR 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.16 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $57.03 Unrealized +25.3%
BA BOEING CO 0.0%
Value ($000) $0 Shares 182 Est. Cost $178.24 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 89 Est. Cost $54.82 Unrealized +51.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $31.50 Unrealized +10.9%
NORW GLOBAL X FDS 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.87 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.05 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 106 Est. Cost $43.28 Unrealized +18.3%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $72.03 Unrealized -9.9%
XSD SPDR SER TR 0.0%
Value ($000) $0 Shares 247 Est. Cost $8.11 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 339 Est. Cost $149.57 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $8.52 Unrealized +20.2%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.04 Unrealized
MAGA ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 44 Est. Cost $0.09 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 53 Est. Cost $35.09 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 24 Est. Cost $19.90 Unrealized -0.4%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 89 Est. Cost $77.08 Unrealized +10.2%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 40 Est. Cost $65.93 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 1,111 Est. Cost $484.10 Unrealized +0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 1,022 Est. Cost $0.00 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 62 Est. Cost $23.65 Unrealized -21.1%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 180 Est. Cost $5.41 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $7.12 Unrealized 0.0%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $28.60 Unrealized -33.4%
FFSM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.99 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $0 Shares 133 Est. Cost $189.24 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 290 Est. Cost $283.19 Unrealized +0.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 303 Est. Cost $299.06 Unrealized +0.1%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.24 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 27 Est. Cost $42.06 Unrealized -68.8%
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 38 Est. Cost $52.64 Unrealized
HNST HONEST CO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.70 Unrealized +74.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 32 Est. Cost $32.53 Unrealized +0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 344 Est. Cost $327.22 Unrealized +0.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 123 Est. Cost $101.05 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $24.04 Unrealized +64.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $5.47 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.52 Unrealized -15.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.69 Unrealized +59.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 85 Est. Cost $0.01 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.03 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $68.57 Unrealized +7.5%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 595 Est. Cost $564.61 Unrealized +0.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 95 Est. Cost $94.93 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 563 Est. Cost $533.02 Unrealized +0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.58 Unrealized -74.3%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $43.12 Unrealized +0.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 153 Est. Cost $143.55 Unrealized +0.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 88 Est. Cost $78.16 Unrealized -1.8%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 131 Est. Cost Unrealized
ANSYS INC 0.0%
Value ($000) $0 Shares 321 Est. Cost Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $123.58 Unrealized -0.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 269 Est. Cost $249.27 Unrealized +0.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 59 Est. Cost $69.44 Unrealized -11.5%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $18.18 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 155 Est. Cost $150.63 Unrealized +0.7%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 29 Est. Cost $22.70 Unrealized +30.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.42 Unrealized -4.8%
WAB WABTEC 0.0%
Value ($000) $0 Shares 158 Est. Cost $157.58 Unrealized +0.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 204 Est. Cost $0.25 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.07 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.08 Unrealized -59.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $35.54 Unrealized +0.2%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 231 Est. Cost $217.89 Unrealized -0.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 468 Est. Cost $433.77 Unrealized +0.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 47 Est. Cost $46.03 Unrealized -0.1%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $0 Shares 171 Est. Cost $157.65 Unrealized +0.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 553 Est. Cost $569.65 Unrealized +0.0%
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 95 Est. Cost $88.05 Unrealized +0.0%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 180 Est. Cost $174.90 Unrealized +0.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.44 Unrealized -3.4%
EXP EAGLE MATLS INC 0.0%
Value ($000) $0 Shares 217 Est. Cost $242.43 Unrealized +0.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 132 Est. Cost $136.05 Unrealized -1.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 333 Est. Cost $1.00 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 175 Est. Cost Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $0.50 Unrealized
DE DEERE & CO 0.0%
Value ($000) $0 Shares 373 Est. Cost $380.47 Unrealized -0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 151 Est. Cost $144.53 Unrealized +0.2%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 346 Est. Cost $54.77 Unrealized -1.3%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $0 Shares 304 Est. Cost $314.54 Unrealized +0.5%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 103 Est. Cost $102.81 Unrealized +0.1%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.27 Unrealized -64.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 21 Est. Cost $16.09 Unrealized +9.5%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 449 Est. Cost $444.64 Unrealized +0.1%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $0 Shares 385 Est. Cost $404.79 Unrealized +0.0%
TBHC KIRKLANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.84 Unrealized -47.9%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $10.40 Unrealized +130.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $44.82 Unrealized +10.0%
LAD LITHIA MTRS INC 0.0%
Value ($000) $0 Shares 252 Est. Cost $261.71 Unrealized +0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.82 Unrealized +2.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 298 Est. Cost $334.31 Unrealized +0.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 246 Est. Cost $225.91 Unrealized +0.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $138.65 Unrealized -0.1%
FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 22 Est. Cost $0.33 Unrealized
FDRV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.33 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $90.23 Unrealized -0.6%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 231 Est. Cost $246.35 Unrealized +0.0%
FBOT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $0 Shares 83 Est. Cost $80.83 Unrealized +4.2%