First Command Advisory Services, Inc. Quant / Systematic

CIK: 0001727336 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $9,638,200 (100.0% shares, 0.0% debt)

Holdings (513)

IVV iShares Core S&P 500 ETF 50.0%
Value ($000) $4,819,288 Shares 8,805,890 Est. Cost $229.17 Unrealized
QQQM Invesco NASDAQ 100 ETF 9.8%
Value ($000) $943,124 Shares 4,784,759 Est. Cost $152.00 Unrealized
IJR iShares Core S&P Small-Cap ETF 9.6%
Value ($000) $926,212 Shares 8,681,654 Est. Cost $84.44 Unrealized
SPHQ Invesco S&P 500 Quality ETF 8.6%
Value ($000) $833,689 Shares 13,119,966 Est. Cost $47.52 Unrealized
IJH iShares Core S&P Mid Cap ETF 6.6%
Value ($000) $634,927 Shares 10,847,859 Est. Cost $98.18 Unrealized
EWJ iShares MSCI Japan ETF 4.0%
Value ($000) $387,108 Shares 5,671,347 Est. Cost $71.39 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.7%
Value ($000) $161,916 Shares 2,229,025 Est. Cost $64.65 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3%
Value ($000) $121,172 Shares 1,511,848 Est. Cost $50.89 Unrealized
VO Vanguard Mid-Cap ETF 1.2%
Value ($000) $117,371 Shares 484,807 Est. Cost $211.70 Unrealized
DGRO iShares Core Dividend Growth ETF 0.9%
Value ($000) $88,045 Shares 1,528,330 Est. Cost $48.28 Unrealized
IAU iShares Gold Trust ETF 0.6%
Value ($000) $61,887 Shares 1,408,755 Est. Cost $35.05 Unrealized
DFAS Dimensional U S Small Cap ETF 0.6%
Value ($000) $55,654 Shares 926,326 Est. Cost $54.73 Unrealized
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.6%
Value ($000) $55,589 Shares 1,381,784 Est. Cost $35.09 Unrealized
VGSH Vanguard Short-Term Treasury Index Fund ETF 0.5%
Value ($000) $51,734 Shares 892,118 Est. Cost $58.03 Unrealized
VNQ Vanguard Real Estate ETF 0.5%
Value ($000) $43,651 Shares 521,141 Est. Cost $75.94 Unrealized
VB Vanguard Small-Cap ETF 0.4%
Value ($000) $41,338 Shares 189,588 Est. Cost $193.53 Unrealized
SPYV SPDR SER TR S&P 500 VALUE ETF 0.2%
Value ($000) $22,482 Shares 460,630 Est. Cost $43.37 Unrealized
VOO Vanguard 500 Index Fund ETF 0.2%
Value ($000) $20,939 Shares 41,868 Est. Cost $396.28 Unrealized
DFAT Dimensional U S Targeted Value ETF 0.2%
Value ($000) $19,537 Shares 376,651 Est. Cost $47.93 Unrealized
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $17,594 Shares 226,307 Est. Cost $61.90 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 0.2%
Value ($000) $14,986 Shares 512,745 Est. Cost $26.29 Unrealized
GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF 0.1%
Value ($000) $13,205 Shares 123,467 Est. Cost $83.74 Unrealized
DFIV Dimensional International Value ETF 0.1%
Value ($000) $12,509 Shares 348,044 Est. Cost $32.88 Unrealized
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1%
Value ($000) $11,898 Shares 327,681 Est. Cost $35.32 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $10,787 Shares 24,135 Est. Cost $330.35 Unrealized +26.3%
IXUS iShares Core MSCI Total Intl Stk ETF 0.1%
Value ($000) $9,909 Shares 146,668 Est. Cost $60.15 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $8,533 Shares 40,512 Est. Cost $181.37 Unrealized +2.1%
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $5,511 Shares 13,546 Est. Cost $354.77 Unrealized +15.2%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $4,317 Shares 23,646 Est. Cost $155.38 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $4,226 Shares 36,706 Est. Cost $101.01 Unrealized +9.0%
AMZN Amazon.com, Inc 0.0%
Value ($000) $3,725 Shares 19,275 Est. Cost $183.70 Unrealized 0.0%
CVX Chevron Corp 0.0%
Value ($000) $3,617 Shares 23,121 Est. Cost $145.65 Unrealized +1.9%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $3,583 Shares 59,421 Est. Cost $53.52 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $2,873 Shares 17,420 Est. Cost $144.12 Unrealized +9.1%
NOC Northrop Grumman Corp 0.0%
Value ($000) $2,457 Shares 5,636 Est. Cost $421.70 Unrealized +5.3%
HD Home Depot 0.0%
Value ($000) $2,326 Shares 6,758 Est. Cost $302.29 Unrealized +8.4%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $2,200 Shares 53,985 Est. Cost $37.39 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $2,107 Shares 14,416 Est. Cost $153.28 Unrealized -7.7%
NVDA NVIDIA Corporation 0.0%
Value ($000) $2,105 Shares 17,042 Est. Cost $95.54 Unrealized +5.8%
STIP iShares 0-5 Year TIPS Bond ETF 0.0%
Value ($000) $1,934 Shares 19,441 Est. Cost $96.92 Unrealized
LLY Eli Lily & Co 0.0%
Value ($000) $1,833 Shares 2,025 Est. Cost $574.21 Unrealized +37.7%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $1,757 Shares 9,580 Est. Cost $168.88 Unrealized 0.0%
PEP Pepsico Inc 0.0%
Value ($000) $1,754 Shares 10,636 Est. Cost $166.82 Unrealized -2.7%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $1,750 Shares 18,916 Est. Cost $70.83 Unrealized
V Visa Inc. 0.0%
Value ($000) $1,605 Shares 6,116 Est. Cost $238.85 Unrealized +13.4%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $1,575 Shares 7,788 Est. Cost $144.41 Unrealized +31.0%
WMT Walmart Inc 0.0%
Value ($000) $1,571 Shares 23,201 Est. Cost $54.60 Unrealized +13.5%
GOOGL Alphabet, Inc. Class A 0.0%
Value ($000) $1,506 Shares 8,268 Est. Cost $167.35 Unrealized 0.0%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $1,423 Shares 21,910 Est. Cost $58.79 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $1,413 Shares 5,282 Est. Cost $211.99 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1,411 Shares 3,021 Est. Cost $415.09 Unrealized +6.4%
COST Costco Wholesale Corporation 0.0%
Value ($000) $1,404 Shares 1,652 Est. Cost $536.65 Unrealized +44.2%
META Meta Platforms Inc. 0.0%
Value ($000) $1,363 Shares 2,703 Est. Cost $302.39 Unrealized +59.8%
MRK Merck & Co Inc 0.0%
Value ($000) $1,347 Shares 10,877 Est. Cost $103.06 Unrealized +18.1%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $1,332 Shares 2,447 Est. Cost $430.91 Unrealized
Invesco BulletShares 2025 Corporate Bond ETF 0.0%
Value ($000) $1,173 Shares 57,376 Est. Cost $20.37 Unrealized
BSCQ Invesco BulletShares 2026 Corporate Bond ETF 0.0%
Value ($000) $1,096 Shares 57,165 Est. Cost $19.15 Unrealized
AXP American Express Company 0.0%
Value ($000) $1,090 Shares 4,709 Est. Cost $227.31 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $1,049 Shares 5,766 Est. Cost $217.26 Unrealized -18.0%
CSCO CISCO Systems Inc 0.0%
Value ($000) $1,044 Shares 21,981 Est. Cost $49.76 Unrealized -9.0%
MCD McDonalds Corp 0.0%
Value ($000) $1,032 Shares 4,057 Est. Cost $265.36 Unrealized -3.9%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $1,029 Shares 8,680 Est. Cost $103.32 Unrealized
DFAE Dimensional Emerging Core Equity Market ETF 0.0%
Value ($000) $1,012 Shares 39,114 Est. Cost $22.57 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $1,006 Shares 15,807 Est. Cost $55.72 Unrealized +5.7%
ORCL Oracle Corporation 0.0%
Value ($000) $1,000 Shares 7,095 Est. Cost $112.78 Unrealized +8.4%
ABBV AbbVie Inc 0.0%
Value ($000) $979 Shares 5,707 Est. Cost $157.12 Unrealized 0.0%
RTX RTX Corporation 0.0%
Value ($000) $962 Shares 9,591 Est. Cost $80.91 Unrealized +23.7%
UNP Union Pacific Corp. 0.0%
Value ($000) $928 Shares 4,100 Est. Cost $206.33 Unrealized +9.3%
CAT Caterpillar Inc Del 0.0%
Value ($000) $923 Shares 2,770 Est. Cost $261.20 Unrealized +29.7%
STZ Constellation Brands Inc 0.0%
Value ($000) $921 Shares 3,581 Est. Cost $249.26 Unrealized -0.4%
BAC Bank of America Corporation 0.0%
Value ($000) $920 Shares 23,131 Est. Cost $27.82 Unrealized +32.4%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $916 Shares 8,074 Est. Cost $101.01 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $872 Shares 32,825 Est. Cost $20.86 Unrealized
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $856 Shares 44,521 Est. Cost $19.17 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $854 Shares 8,220 Est. Cost $102.94 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $829 Shares 2,217 Est. Cost $271.75 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $825 Shares 20,010 Est. Cost $29.21 Unrealized +24.9%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $824 Shares 4,525 Est. Cost $171.74 Unrealized
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $810 Shares 1,691 Est. Cost $361.31 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $792 Shares 2,535 Est. Cost $279.32 Unrealized 0.0%
DIS Walt Disney Company 0.0%
Value ($000) $759 Shares 7,645 Est. Cost $83.44 Unrealized +26.4%
BSCS Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $756 Shares 37,871 Est. Cost $19.87 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $747 Shares 3,324 Est. Cost $178.47 Unrealized +17.2%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $739 Shares 3,094 Est. Cost $231.29 Unrealized +2.3%
DUK Duke Energy Corporation New 0.0%
Value ($000) $711 Shares 7,092 Est. Cost $83.56 Unrealized +12.8%
HSY Hershey Company 0.0%
Value ($000) $694 Shares 3,777 Est. Cost $208.68 Unrealized -11.9%
LOW Lowes Companies Inc 0.0%
Value ($000) $689 Shares 3,124 Est. Cost $216.95 Unrealized +2.0%
T AT&T Inc 0.0%
Value ($000) $664 Shares 34,726 Est. Cost $16.16 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $653 Shares 19,523 Est. Cost $32.46 Unrealized +2.0%
NEE NextEra Energy, Inc 0.0%
Value ($000) $646 Shares 9,125 Est. Cost $64.42 Unrealized +5.0%
IBM International Business Machines 0.0%
Value ($000) $621 Shares 3,591 Est. Cost $132.58 Unrealized +25.1%
SO Southern Co 0.0%
Value ($000) $619 Shares 7,984 Est. Cost $63.78 Unrealized +12.6%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $599 Shares 5,330 Est. Cost $92.03 Unrealized
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
Value ($000) $590 Shares 11,235 Est. Cost $48.08 Unrealized
AVGO Broadcom Inc. 0.0%
Value ($000) $583 Shares 363 Est. Cost $110.31 Unrealized +24.8%
CL Colgate-Palmolive Co. 0.0%
Value ($000) $580 Shares 5,975 Est. Cost $70.87 Unrealized +25.7%
TXN Texas Instruments Inc 0.0%
Value ($000) $573 Shares 2,955 Est. Cost $158.71 Unrealized +11.0%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $564 Shares 1,108 Est. Cost $469.94 Unrealized +0.7%
NFLX Netflix 0.0%
Value ($000) $555 Shares 823 Est. Cost $42.39 Unrealized +47.3%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $544 Shares 5,257 Est. Cost $91.36 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $538 Shares 1,943 Est. Cost $252.25 Unrealized +9.5%
MA Mastercard Inc 0.0%
Value ($000) $537 Shares 1,217 Est. Cost $396.22 Unrealized +14.0%
PFE Pfizer Inc 0.0%
Value ($000) $493 Shares 17,602 Est. Cost $30.57 Unrealized -19.0%
FDX FedEx Corp 0.0%
Value ($000) $489 Shares 1,630 Est. Cost $246.77 Unrealized +2.0%
NKE Nike, Inc. 0.0%
Value ($000) $485 Shares 6,429 Est. Cost $98.24 Unrealized -8.7%
GE GE Aerospace 0.0%
Value ($000) $479 Shares 3,012 Est. Cost $88.96 Unrealized +77.6%
GPN Global Payments Inc. 0.0%
Value ($000) $467 Shares 4,827 Est. Cost $116.10 Unrealized -6.8%
XLK SPDR Technology Select Sector ETF 0.0%
Value ($000) $466 Shares 2,058 Est. Cost $184.45 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $460 Shares 11,753 Est. Cost $41.48 Unrealized -10.5%
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $456 Shares 4,128 Est. Cost $91.35 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $443 Shares 2,803 Est. Cost $159.50 Unrealized +5.9%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $442 Shares 10,642 Est. Cost $38.20 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $430 Shares 3,114 Est. Cost $117.79 Unrealized +6.4%
APD Air Prods & Chems Inc 0.0%
Value ($000) $429 Shares 1,662 Est. Cost $242.42 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $420 Shares 1,683 Est. Cost $220.19 Unrealized +13.7%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $395 Shares 1,083 Est. Cost $269.05 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $387 Shares 2,933 Est. Cost $131.93 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $379 Shares 1,662 Est. Cost $186.12 Unrealized +11.6%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $367 Shares 664 Est. Cost $522.47 Unrealized +9.0%
SBUX Starbucks Corp Com 0.0%
Value ($000) $361 Shares 4,633 Est. Cost $92.25 Unrealized -15.4%
MKC McCormick & Co Inc 0.0%
Value ($000) $358 Shares 5,052 Est. Cost $78.62 Unrealized -11.3%
WM Waste Management Inc Del 0.0%
Value ($000) $356 Shares 1,671 Est. Cost $182.95 Unrealized +10.9%
XLE SPDR Energy Select Sector ETF 0.0%
Value ($000) $355 Shares 3,891 Est. Cost $88.31 Unrealized
QCOM Qualcomm Incorporated 0.0%
Value ($000) $354 Shares 1,778 Est. Cost $120.20 Unrealized +51.7%
PNC PNC Finl Svcs Group Inc 0.0%
Value ($000) $352 Shares 2,265 Est. Cost $131.10 Unrealized +11.8%
INTC Intel Corp 0.0%
Value ($000) $340 Shares 10,979 Est. Cost $34.55 Unrealized -5.9%
SHOP Shopify Inc A 0.0%
Value ($000) $325 Shares 4,920 Est. Cost $60.59 Unrealized +9.5%
HON Honeywell Intl Inc 0.0%
Value ($000) $315 Shares 1,477 Est. Cost $176.03 Unrealized +4.4%
WFC Wells Fargo & Co 0.0%
Value ($000) $278 Shares 4,676 Est. Cost $40.89 Unrealized +39.1%
AMAT Applied Materials Inc. 0.0%
Value ($000) $275 Shares 1,167 Est. Cost $140.40 Unrealized +50.6%
AFL AFLAC Inc 0.0%
Value ($000) $268 Shares 2,998 Est. Cost $83.08 Unrealized 0.0%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $267 Shares 866 Est. Cost $244.95 Unrealized
BSMQ Invesco BulletShares 2026 Municipal Bond ETF 0.0%
Value ($000) $252 Shares 10,744 Est. Cost $23.51 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $252 Shares 805 Est. Cost $264.52 Unrealized +20.0%
COP CONOCO Phillips 0.0%
Value ($000) $250 Shares 2,183 Est. Cost $109.84 Unrealized +5.0%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $244 Shares 5,871 Est. Cost $39.64 Unrealized
NSC Norfolk Southern Corporation 0.0%
Value ($000) $244 Shares 1,135 Est. Cost $213.04 Unrealized +5.2%
GS Goldman Sachs Group Inc Common 0.0%
Value ($000) $240 Shares 530 Est. Cost $315.42 Unrealized +34.3%
Invesco BulletShares 2025 Municipal Bond ETF 0.0%
Value ($000) $235 Shares 9,660 Est. Cost $24.30 Unrealized
Invesco BulletShares 2024 Corporate Bond ETF 0.0%
Value ($000) $231 Shares 10,980 Est. Cost $20.70 Unrealized
CI The Cigna Group 0.0%
Value ($000) $228 Shares 690 Est. Cost $272.79 Unrealized +22.5%
LDOS Leidos 0.0%
Value ($000) $226 Shares 1,548 Est. Cost $91.57 Unrealized +50.0%
D Dominion Energy, Inc. 0.0%
Value ($000) $222 Shares 4,527 Est. Cost $44.04 Unrealized +7.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $221 Shares 1,103 Est. Cost $101.44 Unrealized +99.1%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $218 Shares 1,353 Est. Cost $141.72 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $213 Shares 6,142 Est. Cost $37.24 Unrealized -6.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $209 Shares 2,280 Est. Cost $80.75 Unrealized +8.2%
AMT American Tower Corp 0.0%
Value ($000) $207 Shares 1,065 Est. Cost $176.27 Unrealized 0.0%
XLI SPDR Industrial Select Sector ETF 0.0%
Value ($000) $207 Shares 1,698 Est. Cost $101.38 Unrealized
IWS iShares Russell Midcap Value ETF 0.0%
Value ($000) $203 Shares 1,682 Est. Cost $104.91 Unrealized
XLV SPDR Health Care Select Sector ETF 0.0%
Value ($000) $200 Shares 1,374 Est. Cost $128.87 Unrealized
DE Deere & Company 0.0%
Value ($000) $199 Shares 532 Est. Cost $397.95 Unrealized -4.4%
PM Philip Morris Intl Inc 0.0%
Value ($000) $198 Shares 1,951 Est. Cost $86.18 Unrealized +5.9%
BAH Booz Allen Hamilton Holding Corp 0.0%
Value ($000) $192 Shares 1,250 Est. Cost $109.52 Unrealized +31.7%
CYH Community Health Systems Inc 0.0%
Value ($000) $192 Shares 57,102 Est. Cost $3.71 Unrealized -9.2%
MRNA Moderna Inc 0.0%
Value ($000) $190 Shares 1,602 Est. Cost $111.55 Unrealized +13.4%
AMKR Amkor Technology Inc 0.0%
Value ($000) $188 Shares 4,700 Est. Cost $25.22 Unrealized +26.6%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $184 Shares 1,049 Est. Cost $175.78 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $184 Shares 2,280 Est. Cost $29.85 Unrealized +5.7%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $183 Shares 1,812 Est. Cost $81.36 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $181 Shares 915 Est. Cost $256.88 Unrealized -32.0%
Lam Research Corp 0.0%
Value ($000) $181 Shares 170 Est. Cost $971.57 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $181 Shares 575 Est. Cost $314.21 Unrealized
BSCU Invesco BulletShares 2030 Corporate Bond ETF 0.0%
Value ($000) $179 Shares 10,978 Est. Cost $15.83 Unrealized
BSCV Invesco BulletShares 2031 Corporate Bond ETF 0.0%
Value ($000) $177 Shares 11,128 Est. Cost $15.51 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $168 Shares 376 Est. Cost $385.89 Unrealized +9.8%
GD General Dynamics Corp 0.0%
Value ($000) $162 Shares 560 Est. Cost $211.15 Unrealized +34.5%
BSMO Invesco BulletShares 2024 Municipal Bond ETF 0.0%
Value ($000) $162 Shares 6,529 Est. Cost $24.81 Unrealized
ACN Accenture PLC A 0.0%
Value ($000) $158 Shares 520 Est. Cost $327.10 Unrealized -8.5%
MCK McKesson Corp. 0.0%
Value ($000) $158 Shares 270 Est. Cost $416.71 Unrealized +32.6%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $156 Shares 1,992 Est. Cost $75.51 Unrealized +1.7%
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $155 Shares 1,810 Est. Cost $73.27 Unrealized
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $151 Shares 5,475 Est. Cost $25.68 Unrealized
XLF SPDR Financial Select Sector ETF 0.0%
Value ($000) $151 Shares 3,672 Est. Cost $34.00 Unrealized
F Ford Motor Co 0.0%
Value ($000) $150 Shares 11,949 Est. Cost $10.83 Unrealized +2.7%
MO Altria Group Inc 0.0%
Value ($000) $147 Shares 3,238 Est. Cost $39.11 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $147 Shares 991 Est. Cost $116.93 Unrealized +26.5%
SYY Sysco Corp 0.0%
Value ($000) $146 Shares 2,048 Est. Cost $67.04 Unrealized +6.2%
ROST Ross Stores Inc. 0.0%
Value ($000) $145 Shares 1,000 Est. Cost $111.83 Unrealized +21.5%
DOW DOW, Inc 0.0%
Value ($000) $141 Shares 2,667 Est. Cost $47.56 Unrealized +7.7%
SAIC Science Applications International Corp. 0.0%
Value ($000) $141 Shares 1,199 Est. Cost $122.72 Unrealized +3.2%
PYPL Paypal Holdings, Inc. 0.0%
Value ($000) $139 Shares 2,401 Est. Cost $64.97 Unrealized -2.3%
TE Connectivity LTD 0.0%
Value ($000) $139 Shares 925 Est. Cost $199.35 Unrealized
CRM Salesforce, Inc 0.0%
Value ($000) $137 Shares 533 Est. Cost $216.16 Unrealized +22.5%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $136 Shares 852 Est. Cost $106.45 Unrealized +32.8%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $133 Shares 2,201 Est. Cost $74.59 Unrealized -22.6%
BSMR Invesco BulletShares 2027 Municipal Bond ETF 0.0%
Value ($000) $132 Shares 5,604 Est. Cost $23.57 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $128 Shares 4,484 Est. Cost $30.88 Unrealized -13.1%
BSCT Invesco BulletShares 2029 Corporate Bond ETF 0.0%
Value ($000) $127 Shares 7,020 Est. Cost $17.54 Unrealized
BSCW Invesco BulletShares 2032 Corporate Bond ETF 0.0%
Value ($000) $126 Shares 6,283 Est. Cost $19.19 Unrealized
BSCX Invesco BulletShares 2033 Corporate Bond ETF 0.0%
Value ($000) $126 Shares 6,099 Est. Cost $20.85 Unrealized
MMM 3M Co 0.0%
Value ($000) $125 Shares 1,226 Est. Cost $79.18 Unrealized +19.1%
COKE Coca Cola Bottling Co. Consolidated 0.0%
Value ($000) $125 Shares 115 Est. Cost $77.30 Unrealized +18.3%
CLX Clorox Company 0.0%
Value ($000) $123 Shares 900 Est. Cost $139.91 Unrealized -6.1%
VTV Vanguard Value ETF 0.0%
Value ($000) $121 Shares 752 Est. Cost $135.29 Unrealized
AOS A O Smith Corp COMMON 0.0%
Value ($000) $121 Shares 1,475 Est. Cost $79.74 Unrealized +3.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $119 Shares 1,212 Est. Cost $86.70 Unrealized +14.5%
CB Chubb Limited 0.0%
Value ($000) $118 Shares 461 Est. Cost $197.44 Unrealized +28.0%
SRE Sempra Energy 0.0%
Value ($000) $116 Shares 1,526 Est. Cost $66.61 Unrealized +5.1%
CARR Carrier Global Corp 0.0%
Value ($000) $115 Shares 1,827 Est. Cost $53.39 Unrealized +12.8%
RWK Invesco S&P MidCap 400 Revenue ETF 0.0%
Value ($000) $109 Shares 993 Est. Cost $107.46 Unrealized
C Citigroup Inc 0.0%
Value ($000) $108 Shares 1,704 Est. Cost $42.03 Unrealized +39.7%
SPGP Invesco S&P 500 GARP ETF 0.0%
Value ($000) $107 Shares 1,043 Est. Cost $95.00 Unrealized
PPG PPG Industries Inc. 0.0%
Value ($000) $107 Shares 851 Est. Cost $133.03 Unrealized -4.3%
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0%
Value ($000) $105 Shares 2,610 Est. Cost $38.93 Unrealized
BSMW Invesco BulletShares 2032 Municipal Bond ETF 0.0%
Value ($000) $103 Shares 4,067 Est. Cost $25.35 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $101 Shares 340 Est. Cost $262.23 Unrealized +16.3%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $99 Shares 1,127 Est. Cost $72.78 Unrealized
IRM Iron Mountain Inc Corp 0.0%
Value ($000) $99 Shares 1,100 Est. Cost $68.03 Unrealized +12.7%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $98 Shares 561 Est. Cost $161.68 Unrealized
ELV Elevance Health, Inc. 0.0%
Value ($000) $98 Shares 180 Est. Cost $436.66 Unrealized +17.6%
FCN FTI Consulting INC CORP COMMON 0.0%
Value ($000) $97 Shares 450 Est. Cost $186.35 Unrealized +14.7%
J Jacobs Solutions Inc 0.0%
Value ($000) $97 Shares 691 Est. Cost $106.09 Unrealized +8.9%
DTE DTE Energy Co Com 0.0%
Value ($000) $95 Shares 852 Est. Cost $100.88 Unrealized +4.5%
ROK Rockwell Automation, INC 0.0%
Value ($000) $94 Shares 343 Est. Cost $296.68 Unrealized -11.5%
COF Capital One Financial Corp 0.0%
Value ($000) $94 Shares 681 Est. Cost $103.04 Unrealized +33.1%
PPL PPL Corp 0.0%
Value ($000) $94 Shares 3,383 Est. Cost $23.79 Unrealized +11.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $93 Shares 575 Est. Cost $160.87 Unrealized 0.0%
SHEL Shell PLC 0.0%
Value ($000) $93 Shares 1,283 Est. Cost $64.83 Unrealized
GEV GE Vernova LLC 0.0%
Value ($000) $91 Shares 529 Est. Cost $158.10 Unrealized 0.0%
VGK Vanguard FTSE Europe Index Fund ETF 0.0%
Value ($000) $90 Shares 1,349 Est. Cost $58.53 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $89 Shares 1,135 Est. Cost $77.97 Unrealized +0.1%
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $89 Shares 377 Est. Cost $230.25 Unrealized +2.8%
UPS United Parcel Service 0.0%
Value ($000) $89 Shares 650 Est. Cost $149.56 Unrealized -13.1%
PSX Phillips 66 0.0%
Value ($000) $87 Shares 615 Est. Cost $127.83 Unrealized +9.2%
BSMS Invesco BulletShares 2028 Municipal Bond ETF 0.0%
Value ($000) $87 Shares 3,734 Est. Cost $23.37 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $86 Shares 808 Est. Cost $44.87 Unrealized +14.4%
DG Dollar General Corporation 0.0%
Value ($000) $85 Shares 642 Est. Cost $141.69 Unrealized -5.0%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $84 Shares 706 Est. Cost $101.40 Unrealized
BSSX Invesco BulletShares 2033 Municipal Bond ETF 0.0%
Value ($000) $82 Shares 3,163 Est. Cost $26.10 Unrealized
BSMT Invesco BulletShares 2029 Municipal Bond ETF 0.0%
Value ($000) $82 Shares 3,566 Est. Cost $23.09 Unrealized
BSMU Invesco BulletShares 2030 Municipal Bond ETF 0.0%
Value ($000) $82 Shares 3,746 Est. Cost $21.96 Unrealized
BSMV Invesco BulletShares 2031 Municipal Bond ETF 0.0%
Value ($000) $81 Shares 3,887 Est. Cost $21.15 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $80 Shares 510 Est. Cost $131.35 Unrealized +16.9%
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $77 Shares 390 Est. Cost $183.75 Unrealized +5.1%
USB U.S. Bancorp 0.0%
Value ($000) $73 Shares 1,846 Est. Cost $34.56 Unrealized +9.3%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $72 Shares 1,742 Est. Cost $54.35 Unrealized -24.5%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $71 Shares 208 Est. Cost $118.33 Unrealized +26.4%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $70 Shares 466 Est. Cost $130.96 Unrealized
AEP American Electric Power Co, Inc 0.0%
Value ($000) $69 Shares 781 Est. Cost $82.62 Unrealized 0.0%
EMR Emerson Electric Co 0.0%
Value ($000) $69 Shares 622 Est. Cost $91.09 Unrealized +18.0%
VBR Vanguard Small- Cap Value ETF 0.0%
Value ($000) $68 Shares 375 Est. Cost $163.79 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $68 Shares 3,030 Est. Cost $22.46 Unrealized
HPQ HP, Inc. 0.0%
Value ($000) $68 Shares 1,933 Est. Cost $27.93 Unrealized +6.3%
CVS CVS Health Corporation 0.0%
Value ($000) $67 Shares 1,139 Est. Cost $65.86 Unrealized -11.1%
DEO Diageo PLC ADR 0.0%
Value ($000) $66 Shares 529 Est. Cost $147.56 Unrealized
Shyft Group Inc 0.0%
Value ($000) $64 Shares 5,435 Est. Cost $14.97 Unrealized
EQR Equity Residential 0.0%
Value ($000) $62 Shares 900 Est. Cost $58.39 Unrealized +4.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $62 Shares 990 Est. Cost $60.01 Unrealized +3.4%
MELI MercadoLibre Inc 0.0%
Value ($000) $61 Shares 37 Est. Cost $1271.76 Unrealized +24.1%
JEPQ JPMORGAN Nasdaq Equity Premium Income ETF 0.0%
Value ($000) $61 Shares 1,095 Est. Cost $54.24 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $58 Shares 366 Est. Cost $161.46 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $58 Shares 812 Est. Cost $62.39 Unrealized +7.6%
XMMO Invesco S&P MidCap Momentum ETF 0.0%
Value ($000) $58 Shares 506 Est. Cost $103.99 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $56 Shares 1,050 Est. Cost $42.80 Unrealized +18.5%
Arista Networks Inc 0.0%
Value ($000) $56 Shares 160 Est. Cost $183.93 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $55 Shares 1,100 Est. Cost $56.82 Unrealized -6.7%
DHS WisdomTree US High Dividend ETF 0.0%
Value ($000) $54 Shares 640 Est. Cost $2.07 Unrealized
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $53 Shares 700 Est. Cost $71.78 Unrealized -1.4%
BP BP P.L.C. Sponsored ADR 0.0%
Value ($000) $53 Shares 1,477 Est. Cost $38.72 Unrealized
FULT Fulton Financial Corp COMMON 0.0%
Value ($000) $53 Shares 3,109 Est. Cost $11.84 Unrealized +28.0%
MTB M & T Bank Corp 0.0%
Value ($000) $52 Shares 345 Est. Cost $120.47 Unrealized +15.3%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $50 Shares 619 Est. Cost $74.09 Unrealized
AME Ametek Inc Corp 0.0%
Value ($000) $50 Shares 300 Est. Cost $170.82 Unrealized 0.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $50 Shares 90 Est. Cost $484.22 Unrealized 0.0%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $50 Shares 3,742 Est. Cost $14.62 Unrealized
PFG Principal Financial Group, Inc. 0.0%
Value ($000) $49 Shares 628 Est. Cost $71.08 Unrealized +7.4%
EQT EQT Corp 0.0%
Value ($000) $49 Shares 1,332 Est. Cost $39.86 Unrealized -3.9%
KRP Kimbell Royalty Partners Lp Unt 0.0%
Value ($000) $49 Shares 3,000 Est. Cost $16.00 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $47 Shares 363 Est. Cost $138.24 Unrealized 0.0%
OKTA Okta Inc Class A 0.0%
Value ($000) $47 Shares 500 Est. Cost $94.67 Unrealized 0.0%
GL Globe Life Inc 0.0%
Value ($000) $46 Shares 562 Est. Cost $109.50 Unrealized -25.4%
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $102.70 Unrealized
SWK Stanley Black & Decker Inc. 0.0%
Value ($000) $46 Shares 575 Est. Cost $84.15 Unrealized -2.4%
KR The Kroger Co. 0.0%
Value ($000) $45 Shares 902 Est. Cost $44.64 Unrealized +16.6%
CTVA Corteva Inc 0.0%
Value ($000) $44 Shares 823 Est. Cost $50.95 Unrealized +6.1%
SAM Boston Beer Co. Inc. 0.0%
Value ($000) $44 Shares 145 Est. Cost $350.39 Unrealized -18.3%
EPD Enterprise Prod Part LP 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $28.39 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $43 Shares 3,820 Est. Cost $13.14 Unrealized 0.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $43 Shares 448 Est. Cost $82.88 Unrealized +13.1%
SWKS Skyworks Solutions Inc. Com 0.0%
Value ($000) $43 Shares 400 Est. Cost $98.13 Unrealized -5.4%
Bank Of America Corp Conv Preferred 0.0%
Value ($000) $42 Shares 35 Est. Cost $1192.83 Unrealized
WTAI WisdomTree Artfcl Intllgnc & Innvt ETF 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $64.57 Unrealized
Synovus Financial Corp COMMON 0.0%
Value ($000) $42 Shares 1,039 Est. Cost $27.80 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $41 Shares 295 Est. Cost $57.22 Unrealized +128.3%
IP International Paper Company 0.0%
Value ($000) $39 Shares 908 Est. Cost $30.68 Unrealized +24.1%
CNI Canadian National Railway Co 0.0%
Value ($000) $39 Shares 330 Est. Cost $123.03 Unrealized -1.6%
GLW Corning Inc 0.0%
Value ($000) $36 Shares 915 Est. Cost $30.65 Unrealized +9.9%
XSVM Invesco S&P SmallCap Value with Momt ETF 0.0%
Value ($000) $35 Shares 675 Est. Cost $48.15 Unrealized
FNB FNB Corp 0.0%
Value ($000) $34 Shares 2,498 Est. Cost $10.85 Unrealized +17.8%
EMN Eastman Chemical Co 0.0%
Value ($000) $33 Shares 336 Est. Cost $75.38 Unrealized +22.9%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $33 Shares 547 Est. Cost $41.82 Unrealized +33.2%
TRV The Travelers Companies Inc. 0.0%
Value ($000) $32 Shares 158 Est. Cost $159.78 Unrealized +30.7%
DTM DT Midstream Inc 0.0%
Value ($000) $31 Shares 439 Est. Cost $62.00 Unrealized 0.0%
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $31 Shares 1,048 Est. Cost $27.46 Unrealized +5.1%
FTV Fortive Corp 0.0%
Value ($000) $30 Shares 400 Est. Cost $56.92 Unrealized +1.2%
CCL Carnival Corp 0.0%
Value ($000) $29 Shares 1,572 Est. Cost $16.56 Unrealized -6.7%
EMXC Ishares Msci Emerging Markets Ex China ETF 0.0%
Value ($000) $29 Shares 487 Est. Cost $57.57 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $28 Shares 60 Est. Cost $421.41 Unrealized +3.0%
SUSB ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF 0.0%
Value ($000) $28 Shares 1,142 Est. Cost $24.49 Unrealized
VYMI Vanguard Intl Hi Div Yld Idx ETF 0.0%
Value ($000) $28 Shares 402 Est. Cost $68.80 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $27 Shares 418 Est. Cost $67.37 Unrealized -3.3%
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $27 Shares 498 Est. Cost $55.10 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $27 Shares 100 Est. Cost $41.57 Unrealized +25.9%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $26 Shares 475 Est. Cost $41.32 Unrealized +16.1%
PWB Invesco Dynamic Large Cap Growth ETF 0.0%
Value ($000) $26 Shares 280 Est. Cost $67.79 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $26 Shares 368 Est. Cost $69.05 Unrealized 0.0%
VLTO Veralto Corp 0.0%
Value ($000) $25 Shares 266 Est. Cost $77.16 Unrealized +23.0%
DAL Delta Airlines Inc 0.0%
Value ($000) $25 Shares 531 Est. Cost $42.32 Unrealized +15.4%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $25 Shares 349 Est. Cost $72.00 Unrealized
WTRG Essential Utilities, Inc 0.0%
Value ($000) $25 Shares 666 Est. Cost $38.74 Unrealized -4.2%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $24 Shares 233 Est. Cost $84.23 Unrealized
DRIV Global X Atnms & Elctrc Vhcls ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.49 Unrealized
XLC SPDR Communication Services Select Sector ETF 0.0%
Value ($000) $23 Shares 266 Est. Cost $65.62 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.0%
Value ($000) $23 Shares 501 Est. Cost $43.93 Unrealized
NULV NUSHARES ETF TR ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $22 Shares 581 Est. Cost $37.79 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $22 Shares 362 Est. Cost $59.26 Unrealized 0.0%
VCIT Vanguard Intermediate Term Corporate Bond ETF 0.0%
Value ($000) $21 Shares 257 Est. Cost $80.56 Unrealized
XLY SPDR Consumer Discretionary Select Sector ETF 0.0%
Value ($000) $19 Shares 105 Est. Cost $158.59 Unrealized
Discover Financial Services 0.0%
Value ($000) $19 Shares 145 Est. Cost $86.63 Unrealized
ABNB Airbnb Incl Cl A Com 0.0%
Value ($000) $19 Shares 124 Est. Cost $152.81 Unrealized 0.0%
ARQT Arcutis Biotherapeutics Inc 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $2.72 Unrealized +232.7%
LYB Lyondellbasell NV Cl-A 0.0%
Value ($000) $19 Shares 194 Est. Cost $82.11 Unrealized +5.7%
Equitrans Midstream Corp 0.0%
Value ($000) $18 Shares 1,421 Est. Cost $9.37 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $18 Shares 458 Est. Cost $37.49 Unrealized
BBUS JPMORGAN Betabuilders US Equity ETF 0.0%
Value ($000) $18 Shares 179 Est. Cost $94.43 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $17 Shares 569 Est. Cost $48.01 Unrealized
OKE ONEOK Inc. 0.0%
Value ($000) $17 Shares 207 Est. Cost $57.97 Unrealized +27.5%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $16 Shares 423 Est. Cost $54.72 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $16 Shares 1,339 Est. Cost $22.21 Unrealized
IEMG Ishares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $16 Shares 302 Est. Cost $49.82 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $16 Shares 183 Est. Cost $73.58 Unrealized
MET MetLife Inc 0.0%
Value ($000) $16 Shares 228 Est. Cost $58.01 Unrealized +17.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $143.94 Unrealized +5.4%
SPDW SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $15 Shares 440 Est. Cost $35.56 Unrealized
XLP SPDR Consumer Staples Select Sector ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.81 Unrealized
ES Eversource Energy Corp 0.0%
Value ($000) $15 Shares 262 Est. Cost $58.84 Unrealized -6.6%
COLM Columbia Sportswear Co 0.0%
Value ($000) $15 Shares 186 Est. Cost $71.45 Unrealized +9.9%
VGLT Vanguard Long Term Treasury ETF 0.0%
Value ($000) $15 Shares 253 Est. Cost $50.75 Unrealized
GM General Motors Corp 0.0%
Value ($000) $14 Shares 312 Est. Cost $34.13 Unrealized +30.0%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $14 Shares 75 Est. Cost $191.04 Unrealized +13.6%
Kellogg Co 0.0%
Value ($000) $14 Shares 240 Est. Cost $54.90 Unrealized +2.3%
WBD Warner Bros Discovery Inc Class A 0.0%
Value ($000) $13 Shares 1,728 Est. Cost $10.56 Unrealized -24.1%
SPSM SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $13 Shares 303 Est. Cost $38.68 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $12 Shares 235 Est. Cost $48.64 Unrealized +0.0%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $12 Shares 157 Est. Cost $72.50 Unrealized +12.2%
NUEM NUSHARES ETF TR ESG EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $12 Shares 418 Est. Cost $28.67 Unrealized
AOK ISHARES TR CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $12 Shares 312 Est. Cost $36.82 Unrealized
SYLD Canbria Shareholder Yield ETF 0.0%
Value ($000) $11 Shares 158 Est. Cost $68.28 Unrealized
NVS Novartis AG 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.81 Unrealized
American Software Inc 0.0%
Value ($000) $11 Shares 1,160 Est. Cost $9.13 Unrealized
SPMD SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.34 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $10 Shares 192 Est. Cost $60.70 Unrealized 0.0%
BIDU Baidu Inc ADR 0.0%
Value ($000) $10 Shares 115 Est. Cost $134.35 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $10 Shares 110 Est. Cost $83.89 Unrealized +4.6%
CORNERSTONE STRATEGIC VALUE FD INC COM PAR $0 001 0.0%
Value ($000) $10 Shares 1,260 Est. Cost $7.70 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $9 Shares 325 Est. Cost $35.77 Unrealized -20.1%
NUDM NUSHARES ETF TR ESG INTL DEVELOPED MKTS EQUITY ETF 0.0%
Value ($000) $9 Shares 301 Est. Cost $31.13 Unrealized
PEJ INVESCO EXCHANGE-TRADED FD TR LEISURE & ENTMT ETF 0.0%
Value ($000) $9 Shares 198 Est. Cost $45.42 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $9 Shares 268 Est. Cost $35.23 Unrealized +3.1%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $9 Shares 168 Est. Cost $53.04 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $9 Shares 280 Est. Cost $47.90 Unrealized -31.5%
TRMB Trimble Inc 0.0%
Value ($000) $9 Shares 154 Est. Cost $52.97 Unrealized +9.0%
KHC Kraft Heinz Co. 0.0%
Value ($000) $9 Shares 265 Est. Cost $30.50 Unrealized +6.7%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $8 Shares 49 Est. Cost $174.39 Unrealized -6.3%
VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $8 Shares 786 Est. Cost $17.67 Unrealized
ALK Alaska Air Group 0.0%
Value ($000) $8 Shares 200 Est. Cost $42.43 Unrealized 0.0%
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.79 Unrealized
BG BUNGE GLOBAL SA ACT NOM ISIN#CH1300646267 0.0%
Value ($000) $8 Shares 75 Est. Cost $88.60 Unrealized +12.4%
Blackrock Inc. 0.0%
Value ($000) $8 Shares 10 Est. Cost $787.30 Unrealized
NIO NIO Inc. 0.0%
Value ($000) $8 Shares 1,890 Est. Cost $9.04 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.13 Unrealized
ZBRA Zebra Technologies Corp Class A 0.0%
Value ($000) $8 Shares 25 Est. Cost $271.22 Unrealized +12.1%
IOO iShares Global 100 ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $96.58 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $8 Shares 159 Est. Cost $54.41 Unrealized -15.5%
Super Micro Computer Inc 0.0%
Value ($000) $7 Shares 9 Est. Cost $988.81 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $153.66 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.21 Unrealized +4.0%
EOG EOG Resources Inc 0.0%
Value ($000) $7 Shares 56 Est. Cost $122.13 Unrealized 0.0%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $7 Shares 118 Est. Cost $48.95 Unrealized +12.9%
PWV INVESCO EXCHANGE-TRADED FD TR DYNAMIC LARGE CAP VALUE ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $56.68 Unrealized
VOD Vodafone Group PLC New Sponsored ADR 0.0%
Value ($000) $6 Shares 732 Est. Cost $9.80 Unrealized
NUSC NUSHARES ETF TR ESG SM-CAP ETF 0.0%
Value ($000) $6 Shares 163 Est. Cost $39.34 Unrealized
BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF 0.0%
Value ($000) $6 Shares 255 Est. Cost $67.59 Unrealized
APTIV PLC SHS COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $45.70 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $6 Shares 62 Est. Cost $86.67 Unrealized +4.8%
PFM INVESCO EXCHANGE-TRADED FD TR DIVID ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 140 Est. Cost $42.57 Unrealized
BGC BGC GROUP INC CL A 0.0%
Value ($000) $6 Shares 700 Est. Cost $4.88 Unrealized +66.3%
MAS Masco Corp common 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.51 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $6 Shares 17 Est. Cost $332.63 Unrealized +0.2%
FNDX SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $67.39 Unrealized
SUSC ISHARES TR ESG AWARE USD CORPORATE BD ETF 0.0%
Value ($000) $5 Shares 241 Est. Cost $22.72 Unrealized
SQM Sociedad Quimica Y Minera De Chile SA ADR 0.0%
Value ($000) $5 Shares 130 Est. Cost $59.67 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $46.08 Unrealized +2.5%
FANG Diamondback Energy Inc 0.0%
Value ($000) $5 Shares 26 Est. Cost $158.99 Unrealized +18.8%
CPB Campbell Soup Co 0.0%
Value ($000) $5 Shares 108 Est. Cost $40.14 Unrealized +4.6%
TAN INVESCO EXCHANGE-TRADED FD TR II SOLAR ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $40.21 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $5 Shares 573 Est. Cost $8.35 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $131.74 Unrealized 0.0%
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.75 Unrealized
KD Kyndryl Holdings Inc 0.0%
Value ($000) $4 Shares 171 Est. Cost $14.98 Unrealized +60.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $74.67 Unrealized -0.0%
BKR Baker Hughes Company 0.0%
Value ($000) $4 Shares 121 Est. Cost $29.55 Unrealized +7.1%
GIS General MLS Inc 0.0%
Value ($000) $4 Shares 66 Est. Cost $64.57 Unrealized -0.2%
NTR NUTRIEN LTD REGISTERED SHS 0.0%
Value ($000) $4 Shares 80 Est. Cost $58.29 Unrealized -11.0%
SPEM SPDR INDEX SHS FDS S&P EMERGING MKTS ETF 0.0%
Value ($000) $4 Shares 107 Est. Cost $36.51 Unrealized
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 408 Est. Cost $49.46 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.84 Unrealized
FNDE SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL EMERGING MKTS LARGE CO INDEX ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $27.76 Unrealized
FIS FIDELITY NATL INFORMATION SVCS INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $56.43 Unrealized +26.7%
TRP TC ENERGY CORPORATION REGISTERED SHS 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.35 Unrealized +6.3%
PHYS SPROTT PHYSICAL GOLD TR UNIT ISIN#CA85207H1047 0.0%
Value ($000) $4 Shares 204 Est. Cost $17.30 Unrealized
NLY Annaly Capital Management Inc Reit Corp 0.0%
Value ($000) $4 Shares 187 Est. Cost $18.81 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.17 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $3 Shares 24 Est. Cost $128.42 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.93 Unrealized
SBIO ALPS Medical Breakthroughs ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.58 Unrealized
MGM MGM RESORTS INTL COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $43.73 Unrealized -4.4%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $3 Shares 324 Est. Cost $6.76 Unrealized +48.5%
FNDF SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF 0.0%
Value ($000) $3 Shares 94 Est. Cost $35.47 Unrealized
CMTG Claros Mortgage Trust Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $11.08 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $3 Shares 52 Est. Cost $55.63 Unrealized 0.0%
PID Invesco International Div Achiev ETF 0.0%
Value ($000) $3 Shares 162 Est. Cost $17.92 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $217.32 Unrealized 0.0%
SCHK SCHWAB STRATEGIC TR 1000 INDEX ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.32 Unrealized
ALB Albemarle Corp Com 0.0%
Value ($000) $3 Shares 29 Est. Cost $115.13 Unrealized 0.0%
SPHY SPDR SER TR PORTFOLIO HIGH YIELD BD ETF 0.0%
Value ($000) $3 Shares 236 Est. Cost $16.72 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.15 Unrealized -11.5%
IUSG ISHARES TR CORE S&P U S GROWTH ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $104.11 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $2 Shares 120 Est. Cost $20.30 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $2 Shares 45 Est. Cost $56.54 Unrealized +5.0%
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.25 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $39.02 Unrealized
FNDC SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL SMALL CO INDEX ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $34.96 Unrealized
MPT Medical Properties Trust Inc Reit Corp 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.45 Unrealized
IUSB ISHARES TR CORE TOTAL USD BD MKT ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $45.21 Unrealized
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $168.75 Unrealized
SPMB SPDR SER TR PORTFOLIO MTG BKD BD ETF 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.57 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $192.67 Unrealized -28.1%
IGIB ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $51.26 Unrealized
VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $50.60 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.23 Unrealized -3.7%
USNA Usana Health Sciences Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.97 Unrealized -6.1%
GILD Gilead Sciences 0.0%
Value ($000) $2 Shares 26 Est. Cost $71.99 Unrealized -12.3%
GEM GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $32.68 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 0.0%
Value ($000) $2 Shares 153 Est. Cost $48.97 Unrealized
CORNERSTONE TOTAL RETURN FD INC COM PAR $0 01 0.0%
Value ($000) $2 Shares 213 Est. Cost $7.85 Unrealized
ALT Altimmune Inc Corp 0.0%
Value ($000) $2 Shares 250 Est. Cost $7.38 Unrealized 0.0%
SDG ISHARES TR MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.91 Unrealized
FRMO FRMO CORP COM NEW 0.0%
Value ($000) $2 Shares 204 Est. Cost $7.27 Unrealized +0.6%
OGN Organon & Co Corp 0.0%
Value ($000) $2 Shares 73 Est. Cost $17.57 Unrealized +6.2%
SCHC SCHWAB STRATEGIC TR INTL SMALL CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $35.80 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $1 Shares 70 Est. Cost $16.97 Unrealized +5.5%
SPTL SPDR SER TR BLOOMBERG BARCLAYS LONG TERM TREAS ETF 0.0%
Value ($000) $1 Shares 52 Est. Cost $27.21 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $155.32 Unrealized
Manitex International Inc 0.0%
Value ($000) $1 Shares 275 Est. Cost $4.67 Unrealized
VIS VANGUARD WORLD FDS VANGUARD INDLS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $0.20 Unrealized
BHP BHP Group Ltd ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.70 Unrealized
AOA ISHARES TR CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $74.80 Unrealized
XT ISHARES TR EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $58.84 Unrealized
KOMP SPDR SER TR SPDR S&P KENSHO NEW ECONOMIES COMPOSITE INDEX 0.0%
Value ($000) $1 Shares 24 Est. Cost $46.08 Unrealized
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.50 Unrealized
KTOS Kratos Defense & Sec Solutions Com New 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.22 Unrealized +7.3%
KLG Wk Kellogg Co Corp 0.0%
Value ($000) $1 Shares 60 Est. Cost $15.52 Unrealized
Canoo Inc New 0.0%
Value ($000) $1 Shares 434 Est. Cost $2.13 Unrealized
IDEV Ishares Core Msci International Developed Mkt ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $67.14 Unrealized
GWX SPDR S&P International Small Cap ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $29.14 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.95 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.69 Unrealized -7.2%
ACMR ACM Research Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.30 Unrealized 0.0%
VONV VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.10 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.46 Unrealized
HAUZ DBX ETF TR X-TRACKERS MSCI ASIA PAC EX JAPAN HEDGED EQUITY FD 0.0%
Value ($000) $1 Shares 35 Est. Cost $20.17 Unrealized
IAGG ISHARES TR CORE INTL AGGREGATE BD ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.92 Unrealized
S Sentinelone Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.13 Unrealized -21.5%
WTRE WisdomTree New Economy Real Estate Fund ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $110.51 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.25 Unrealized +19.6%
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $117.25 Unrealized
CFLT CONFLUENT INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.74 Unrealized 0.0%
AOM ISHARES TR CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.00 Unrealized
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.94 Unrealized
BLV VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.40 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $0 Shares 43 Est. Cost $27.15 Unrealized +28.7%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $3.57 Unrealized
CENN CENNTRO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.64 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $401.75 Unrealized +13.8%
EMLC VANECK ETF TR J P MORGAN EMERGING MKTS LOC CURRENCY BD ETF NEW 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
SELV SEI EXCHANGE TRADED FDS ENHANCED LOW VOLATILITY U S LARGE CAP ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SEIV SEI EXCHANGE TRADED FDS ENHANCED U S LARGE CAP VALUE FACTOR ETF 0.0%
Value ($000) $0 Shares 376 Est. Cost Unrealized
SEIM SEI EXCHANGE TRADED FDS ENHANCED U S LARGE CAP MOMENTUM FACTOR ETF 0.0%
Value ($000) $0 Shares 362 Est. Cost Unrealized
SEIQ SEI EXCHANGE TRADED FDS ENHANCED U S LARGE CAP QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 172 Est. Cost Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $265.09 Unrealized -2.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $498.54 Unrealized +5.8%
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $18.84 Unrealized -3.5%
JMBS JANUS DETROIT STR TR HENDERSON MTG BKD ETF 0.0%
Value ($000) $0 Shares 95 Est. Cost Unrealized
HYD VANECK ETF TR HIGH YIELD MUN INDEX ETF NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
USIG ISHARES TR BROAD USD INBD ETFVT GRADE CORP BD ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $94.07 Unrealized
ACWV ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
BKLN INVESCO EXCHANGE-TRADED FD TR II SR LN ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
INCAPTA INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $11.94 Unrealized +5.1%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.41 Unrealized +3.4%
FAST FASTENAL CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.99 Unrealized -4.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.81 Unrealized -1.2%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $0 Shares 327 Est. Cost $47.73 Unrealized +5.3%
BCI ABRDN ETFS BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value ($000) $0 Shares 114 Est. Cost Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
VWOB VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.0%
Value ($000) $0 Shares 90 Est. Cost Unrealized
VBK VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $214.18 Unrealized