First Command Advisory Services, Inc. Quant / Systematic

CIK: 0001727336 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 25, 2024

Total Value ($000): $10,361,916 (100.0% shares, 0.0% debt)

Holdings (469)

IVV iShares Core S&P 500 ETF 49.1%
Value ($000) $5,087,100 Shares 8,819,217 Est. Cost $229.17 Unrealized
IJR iShares Core S&P Small-Cap ETF 9.9%
Value ($000) $1,023,567 Shares 8,751,423 Est. Cost $84.44 Unrealized
QQQM Invesco NASDAQ 100 ETF 9.3%
Value ($000) $967,157 Shares 4,815,317 Est. Cost $152.00 Unrealized
SPHQ Invesco S&P 500 Quality ETF 8.0%
Value ($000) $828,636 Shares 12,318,067 Est. Cost $47.52 Unrealized
IJH iShares Core S&P Mid-Cap ETF 6.5%
Value ($000) $676,595 Shares 10,856,787 Est. Cost $98.18 Unrealized
EWJ iShares MSCI Japan ETF 4.1%
Value ($000) $423,992 Shares 5,926,640 Est. Cost $71.40 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.7%
Value ($000) $178,070 Shares 2,281,490 Est. Cost $64.96 Unrealized
VO Vanguard Mid-Cap ETF 1.3%
Value ($000) $132,250 Shares 501,273 Est. Cost $213.41 Unrealized
DGRO iShares Core Dividend Growth ETF 0.9%
Value ($000) $95,563 Shares 1,524,367 Est. Cost $48.28 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8%
Value ($000) $83,936 Shares 1,012,008 Est. Cost $50.89 Unrealized
IAU iShares Gold Trust ETF 0.7%
Value ($000) $69,576 Shares 1,399,930 Est. Cost $35.05 Unrealized
IUSB iShares Core Total USD Bond Market ETF 0.6%
Value ($000) $65,275 Shares 1,385,296 Est. Cost $47.12 Unrealized
DFAS Dimensional U S Small Cap ETF 0.6%
Value ($000) $62,704 Shares 966,755 Est. Cost $55.16 Unrealized
VGSH Vanguard Short-Term Treasury Index Fund ETF 0.5%
Value ($000) $55,705 Shares 943,831 Est. Cost $58.09 Unrealized
IDEV iShares Core MSCI Intl Dev Mkts ETF 0.5%
Value ($000) $51,998 Shares 734,128 Est. Cost $70.83 Unrealized
VNQ Vanguard Real Estate ETF 0.5%
Value ($000) $51,543 Shares 529,085 Est. Cost $76.26 Unrealized
VB Vanguard Small-Cap ETF 0.5%
Value ($000) $47,398 Shares 199,815 Est. Cost $195.77 Unrealized
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.4%
Value ($000) $39,523 Shares 865,776 Est. Cost $35.09 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.4%
Value ($000) $39,338 Shares 719,425 Est. Cost $54.68 Unrealized
DFAT Dimensional U S Targeted Value ETF 0.2%
Value ($000) $23,269 Shares 418,286 Est. Cost $48.70 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.2%
Value ($000) $22,259 Shares 421,095 Est. Cost $43.37 Unrealized
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $21,975 Shares 259,968 Est. Cost $64.83 Unrealized
VOO Vanguard 500 Index Fund ETF 0.2%
Value ($000) $21,827 Shares 41,365 Est. Cost $396.28 Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.2%
Value ($000) $19,537 Shares 429,301 Est. Cost $45.51 Unrealized
INTF iShares International Equity Factor ETF 0.2%
Value ($000) $18,559 Shares 590,495 Est. Cost $26.97 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $14,978 Shares 260,887 Est. Cost $57.40 Unrealized
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1%
Value ($000) $14,123 Shares 357,101 Est. Cost $35.66 Unrealized
DFIV Dimensional International Value ETF 0.1%
Value ($000) $13,838 Shares 363,391 Est. Cost $33.10 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.1%
Value ($000) $12,663 Shares 336,342 Est. Cost $37.65 Unrealized
GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF 0.1%
Value ($000) $12,605 Shares 111,607 Est. Cost $83.74 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 0.1%
Value ($000) $10,543 Shares 145,164 Est. Cost $60.15 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $10,387 Shares 24,140 Est. Cost $330.35 Unrealized +28.1%
AAPL Apple Inc 0.1%
Value ($000) $9,380 Shares 40,257 Est. Cost $181.37 Unrealized +22.4%
EMB iShares JP Morgan USD Em Mkts Bd ETF 0.1%
Value ($000) $8,029 Shares 85,804 Est. Cost $93.58 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $6,215 Shares 13,504 Est. Cost $354.77 Unrealized +24.6%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $4,543 Shares 22,939 Est. Cost $155.38 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $4,323 Shares 36,878 Est. Cost $101.01 Unrealized +8.9%
PG Procter & Gamble Co 0.0%
Value ($000) $3,951 Shares 22,814 Est. Cost $148.87 Unrealized +10.3%
AMZN Amazon.com, Inc 0.0%
Value ($000) $3,613 Shares 19,389 Est. Cost $183.70 Unrealized -0.7%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $3,527 Shares 54,474 Est. Cost $53.52 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $3,419 Shares 23,216 Est. Cost $145.65 Unrealized -3.9%
NOC Northrop Grumman Corp 0.0%
Value ($000) $2,978 Shares 5,640 Est. Cost $421.70 Unrealized +13.3%
HD Home Depot 0.0%
Value ($000) $2,715 Shares 6,701 Est. Cost $302.29 Unrealized +16.7%
LMT Lockheed Martin Corp 0.0%
Value ($000) $2,514 Shares 4,300 Est. Cost $445.21 Unrealized +16.0%
JNJ Johnson & Johnson 0.0%
Value ($000) $2,361 Shares 14,566 Est. Cost $153.28 Unrealized -0.4%
SPSB SPDR Portfolio Short Term Corp Bd ETF 0.0%
Value ($000) $2,221 Shares 73,354 Est. Cost $30.28 Unrealized
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $2,215 Shares 48,685 Est. Cost $37.39 Unrealized
NVDA NVIDIA Corporation 0.0%
Value ($000) $2,116 Shares 17,424 Est. Cost $96.03 Unrealized +23.0%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $1,921 Shares 9,108 Est. Cost $153.19 Unrealized +33.8%
PEP Pepsico Inc 0.0%
Value ($000) $1,908 Shares 11,220 Est. Cost $166.62 Unrealized -2.2%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $1,844 Shares 19,255 Est. Cost $71.27 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $1,835 Shares 22,720 Est. Cost $54.60 Unrealized +32.7%
LLY Eli Lily & Co 0.0%
Value ($000) $1,795 Shares 2,026 Est. Cost $574.21 Unrealized +55.0%
V Visa Inc. 0.0%
Value ($000) $1,681 Shares 6,114 Est. Cost $238.85 Unrealized +12.1%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $1,641 Shares 5,796 Est. Cost $218.30 Unrealized
GOOG Alphabet Inc Class C 0.0%
Value ($000) $1,621 Shares 9,697 Est. Cost $168.87 Unrealized -0.4%
META Meta Platforms Inc. 0.0%
Value ($000) $1,621 Shares 2,832 Est. Cost $311.94 Unrealized +64.2%
MCD McDonalds Corp 0.0%
Value ($000) $1,590 Shares 5,222 Est. Cost $265.66 Unrealized +0.4%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $1,460 Shares 20,360 Est. Cost $58.79 Unrealized
COST Costco Wholesale Corporation 0.0%
Value ($000) $1,406 Shares 1,586 Est. Cost $536.65 Unrealized +60.6%
GOOGL Alphabet, Inc. Class A 0.0%
Value ($000) $1,396 Shares 8,417 Est. Cost $167.34 Unrealized -0.4%
NEE NextEra Energy, Inc 0.0%
Value ($000) $1,298 Shares 15,356 Est. Cost $68.65 Unrealized +9.0%
Invesco BulletShares 2025 Corporate Bond ETF 0.0%
Value ($000) $1,267 Shares 61,339 Est. Cost $20.38 Unrealized
AXP American Express Company 0.0%
Value ($000) $1,256 Shares 4,632 Est. Cost $227.31 Unrealized +7.8%
MRK Merck & Co Inc 0.0%
Value ($000) $1,244 Shares 10,951 Est. Cost $103.06 Unrealized +9.6%
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,230 Shares 3,204 Est. Cost $306.31 Unrealized
BSCQ Invesco BulletShares 2026 Corporate Bond ETF 0.0%
Value ($000) $1,208 Shares 61,739 Est. Cost $19.18 Unrealized
RTX RTX Corporation 0.0%
Value ($000) $1,172 Shares 9,674 Est. Cost $80.91 Unrealized +37.3%
KO Coca Cola Co 0.0%
Value ($000) $1,170 Shares 16,284 Est. Cost $56.02 Unrealized +17.2%
ORCL Oracle Corporation 0.0%
Value ($000) $1,165 Shares 6,834 Est. Cost $112.78 Unrealized +26.8%
CSCO CISCO Systems Inc 0.0%
Value ($000) $1,113 Shares 20,919 Est. Cost $49.76 Unrealized -6.0%
ABBV AbbVie Inc 0.0%
Value ($000) $1,091 Shares 5,525 Est. Cost $157.12 Unrealized +13.7%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $1,086 Shares 1,892 Est. Cost $430.91 Unrealized
CAT Caterpillar Inc Del 0.0%
Value ($000) $1,075 Shares 2,749 Est. Cost $261.20 Unrealized +29.7%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $1,073 Shares 8,368 Est. Cost $103.32 Unrealized
UNP Union Pacific Corp. 0.0%
Value ($000) $987 Shares 4,006 Est. Cost $206.33 Unrealized +13.7%
DFAE Dimensional Emerging Core Equity Market ETF 0.0%
Value ($000) $959 Shares 34,992 Est. Cost $22.57 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $937 Shares 23,603 Est. Cost $28.04 Unrealized +38.3%
ABT Abbott Labs 0.0%
Value ($000) $931 Shares 8,170 Est. Cost $102.94 Unrealized +4.0%
STIP iShares 0-5 Year TIPS Bond ETF 0.0%
Value ($000) $924 Shares 9,122 Est. Cost $96.92 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $921 Shares 20,511 Est. Cost $29.44 Unrealized +30.4%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $891 Shares 1,825 Est. Cost $370.61 Unrealized
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $890 Shares 45,110 Est. Cost $19.17 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $882 Shares 7,134 Est. Cost $101.01 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $880 Shares 30,967 Est. Cost $20.86 Unrealized
BA Boeing Co 0.0%
Value ($000) $866 Shares 5,695 Est. Cost $217.26 Unrealized -21.1%
SO Southern Co 0.0%
Value ($000) $849 Shares 9,412 Est. Cost $66.49 Unrealized +22.8%
LOW Lowes Companies Inc 0.0%
Value ($000) $846 Shares 3,124 Est. Cost $216.95 Unrealized +8.9%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $841 Shares 4,263 Est. Cost $171.74 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $837 Shares 3,024 Est. Cost $231.29 Unrealized +9.6%
IBM International Business Machines 0.0%
Value ($000) $826 Shares 3,735 Est. Cost $134.76 Unrealized +40.2%
AMGN Amgen Inc 0.0%
Value ($000) $806 Shares 2,500 Est. Cost $279.32 Unrealized +12.1%
DUK Duke Energy Corporation New 0.0%
Value ($000) $796 Shares 6,903 Est. Cost $83.56 Unrealized +26.7%
BSCS Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $793 Shares 38,552 Est. Cost $19.88 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $776 Shares 3,264 Est. Cost $178.47 Unrealized +25.9%
T AT&T Inc 0.0%
Value ($000) $768 Shares 34,922 Est. Cost $16.16 Unrealized +16.2%
DIS Walt Disney Company 0.0%
Value ($000) $739 Shares 7,684 Est. Cost $83.44 Unrealized +8.5%
HSY Hershey Company 0.0%
Value ($000) $724 Shares 3,777 Est. Cost $208.68 Unrealized -10.8%
STZ Constellation Brands Inc 0.0%
Value ($000) $697 Shares 2,703 Est. Cost $249.26 Unrealized -3.6%
CSX CSX Corp 0.0%
Value ($000) $674 Shares 19,523 Est. Cost $32.46 Unrealized +2.3%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $663 Shares 1,134 Est. Cost $471.74 Unrealized +16.2%
LUV Southwest Airlines Co 0.0%
Value ($000) $659 Shares 22,252 Est. Cost $27.65 Unrealized -2.9%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $637 Shares 5,292 Est. Cost $92.03 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $629 Shares 1,943 Est. Cost $252.25 Unrealized +14.2%
AVGO Broadcom Inc. 0.0%
Value ($000) $627 Shares 3,637 Est. Cost $153.25 Unrealized +3.1%
CL Colgate-Palmolive Co. 0.0%
Value ($000) $620 Shares 5,975 Est. Cost $70.87 Unrealized +39.6%
MA Mastercard Inc 0.0%
Value ($000) $611 Shares 1,237 Est. Cost $397.28 Unrealized +16.2%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $609 Shares 14,579 Est. Cost $40.76 Unrealized -7.4%
NFLX Netflix 0.0%
Value ($000) $600 Shares 846 Est. Cost $43.06 Unrealized +55.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $587 Shares 2,842 Est. Cost $158.71 Unrealized +21.6%
GE GE Aerospace 0.0%
Value ($000) $572 Shares 3,032 Est. Cost $88.96 Unrealized +88.8%
NKE Nike, Inc. 0.0%
Value ($000) $556 Shares 6,291 Est. Cost $98.24 Unrealized -22.6%
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $536 Shares 14,480 Est. Cost $33.71 Unrealized +1.4%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
Value ($000) $525 Shares 9,899 Est. Cost $48.08 Unrealized
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $502 Shares 4,605 Est. Cost $91.36 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $495 Shares 5,079 Est. Cost $91.42 Unrealized -9.4%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $495 Shares 10,412 Est. Cost $38.20 Unrealized
GPN Global Payments Inc. 0.0%
Value ($000) $494 Shares 4,827 Est. Cost $116.10 Unrealized -12.0%
PFE Pfizer Inc 0.0%
Value ($000) $494 Shares 17,061 Est. Cost $30.57 Unrealized -12.7%
APD Air Prods & Chems Inc 0.0%
Value ($000) $492 Shares 1,654 Est. Cost $242.42 Unrealized +8.6%
LNG Cheniere Energy Inc 0.0%
Value ($000) $485 Shares 2,699 Est. Cost $179.84 Unrealized 0.0%
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $484 Shares 4,128 Est. Cost $91.35 Unrealized
TBLL Invesco Short Term Treasury ETF 0.0%
Value ($000) $478 Shares 4,526 Est. Cost $105.66 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $465 Shares 1,700 Est. Cost $248.19 Unrealized +13.3%
XLK SPDR Technology Select Sector ETF 0.0%
Value ($000) $465 Shares 2,058 Est. Cost $184.45 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $460 Shares 1,770 Est. Cost $137.50 Unrealized +43.4%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $439 Shares 2,933 Est. Cost $131.93 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $429 Shares 3,014 Est. Cost $117.79 Unrealized +13.9%
TSLA Tesla Inc 0.0%
Value ($000) $424 Shares 1,619 Est. Cost $244.34 Unrealized -6.7%
NUE Nucor Corp 0.0%
Value ($000) $421 Shares 2,803 Est. Cost $159.50 Unrealized -8.0%
PNC PNC Finl Svcs Group Inc 0.0%
Value ($000) $419 Shares 2,265 Est. Cost $131.10 Unrealized +27.8%
MKC McCormick & Co Inc 0.0%
Value ($000) $416 Shares 5,052 Est. Cost $78.62 Unrealized -4.5%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $414 Shares 669 Est. Cost $522.47 Unrealized +12.8%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $407 Shares 1,083 Est. Cost $269.05 Unrealized
SHOP Shopify Inc A 0.0%
Value ($000) $394 Shares 4,920 Est. Cost $60.59 Unrealized +14.0%
ADI Analog Devices Inc 0.0%
Value ($000) $383 Shares 1,662 Est. Cost $186.12 Unrealized +18.3%
DHR Danaher Corp 0.0%
Value ($000) $371 Shares 1,334 Est. Cost $220.19 Unrealized +19.2%
XLE SPDR Energy Select Sector ETF 0.0%
Value ($000) $346 Shares 3,936 Est. Cost $88.30 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $321 Shares 2,874 Est. Cost $83.08 Unrealized +18.9%
QCOM Qualcomm Incorporated 0.0%
Value ($000) $304 Shares 1,786 Est. Cost $120.20 Unrealized +42.4%
HON Honeywell Intl Inc 0.0%
Value ($000) $303 Shares 1,465 Est. Cost $176.03 Unrealized +7.0%
D Dominion Energy, Inc. 0.0%
Value ($000) $286 Shares 4,955 Est. Cost $44.65 Unrealized +14.6%
WM Waste Management Inc Del 0.0%
Value ($000) $282 Shares 1,357 Est. Cost $182.95 Unrealized +11.7%
WFC Wells Fargo & Co 0.0%
Value ($000) $280 Shares 4,956 Est. Cost $41.68 Unrealized +31.6%
NSC Norfolk Southern Corporation 0.0%
Value ($000) $273 Shares 1,100 Est. Cost $213.04 Unrealized +9.4%
GS Goldman Sachs Group Inc Common 0.0%
Value ($000) $273 Shares 552 Est. Cost $321.79 Unrealized +47.6%
BSMQ Invesco BulletShares 2026 Municipal Bond ETF 0.0%
Value ($000) $271 Shares 11,419 Est. Cost $23.52 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $267 Shares 805 Est. Cost $264.52 Unrealized +13.9%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $266 Shares 5,568 Est. Cost $39.64 Unrealized
BSMR Invesco BulletShares 2027 Municipal Bond ETF 0.0%
Value ($000) $253 Shares 10,694 Est. Cost $23.63 Unrealized
LDOS Leidos 0.0%
Value ($000) $252 Shares 1,548 Est. Cost $91.57 Unrealized +62.8%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $251 Shares 768 Est. Cost $244.95 Unrealized
CACI CACI International Inc Class A 0.0%
Value ($000) $250 Shares 496 Est. Cost $463.04 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $249 Shares 6,143 Est. Cost $37.24 Unrealized -4.0%
Invesco BulletShares 2025 Municipal Bond ETF 0.0%
Value ($000) $247 Shares 10,101 Est. Cost $24.31 Unrealized
XLV SPDR Health Care Select Sector ETF 0.0%
Value ($000) $243 Shares 1,577 Est. Cost $132.10 Unrealized
INTC Intel Corp 0.0%
Value ($000) $241 Shares 10,290 Est. Cost $34.55 Unrealized -27.9%
COP CONOCO Phillips 0.0%
Value ($000) $241 Shares 2,289 Est. Cost $109.62 Unrealized -4.1%
CI The Cigna Group 0.0%
Value ($000) $239 Shares 690 Est. Cost $272.79 Unrealized +22.8%
AMAT Applied Materials Inc. 0.0%
Value ($000) $238 Shares 1,177 Est. Cost $140.40 Unrealized +44.1%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $237 Shares 1,325 Est. Cost $141.72 Unrealized
Invesco BulletShares 2024 Corporate Bond ETF 0.0%
Value ($000) $234 Shares 11,095 Est. Cost $20.71 Unrealized
IWS iShares Russell Midcap Value ETF 0.0%
Value ($000) $222 Shares 1,682 Est. Cost $104.91 Unrealized
DE Deere & Company 0.0%
Value ($000) $222 Shares 532 Est. Cost $397.95 Unrealized -7.2%
PM Philip Morris Intl Inc 0.0%
Value ($000) $222 Shares 1,825 Est. Cost $86.18 Unrealized +27.4%
XLI SPDR Industrial Select Sector ETF 0.0%
Value ($000) $217 Shares 1,600 Est. Cost $101.38 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $203 Shares 2,280 Est. Cost $29.85 Unrealized +10.5%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $192 Shares 1,992 Est. Cost $75.51 Unrealized +12.0%
BSCU Invesco BulletShares 2030 Corporate Bond ETF 0.0%
Value ($000) $189 Shares 11,130 Est. Cost $15.84 Unrealized
BSCV Invesco BulletShares 2031 Corporate Bond ETF 0.0%
Value ($000) $188 Shares 11,285 Est. Cost $15.53 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $185 Shares 575 Est. Cost $314.21 Unrealized
BSCX Invesco BulletShares 2033 Corporate Bond ETF 0.0%
Value ($000) $184 Shares 8,523 Est. Cost $21.06 Unrealized
BSMO Invesco BulletShares 2024 Municipal Bond ETF 0.0%
Value ($000) $183 Shares 7,392 Est. Cost $24.81 Unrealized
ACN Accenture PLC A 0.0%
Value ($000) $183 Shares 518 Est. Cost $327.10 Unrealized -1.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $183 Shares 2,280 Est. Cost $80.75 Unrealized -1.9%
GD General Dynamics Corp 0.0%
Value ($000) $182 Shares 602 Est. Cost $216.41 Unrealized +32.4%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $181 Shares 1,742 Est. Cost $81.36 Unrealized
BSCT Invesco BulletShares 2029 Corporate Bond ETF 0.0%
Value ($000) $176 Shares 9,356 Est. Cost $17.86 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $174 Shares 336 Est. Cost $385.89 Unrealized +26.9%
DOW DOW, Inc 0.0%
Value ($000) $172 Shares 3,153 Est. Cost $47.61 Unrealized +0.6%
BAH Booz Allen Hamilton Holding Corp 0.0%
Value ($000) $171 Shares 1,050 Est. Cost $109.52 Unrealized +35.1%
VTV Vanguard Value ETF 0.0%
Value ($000) $170 Shares 971 Est. Cost $144.15 Unrealized
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $169 Shares 1,810 Est. Cost $73.27 Unrealized
MMM 3M Co 0.0%
Value ($000) $168 Shares 1,226 Est. Cost $79.18 Unrealized +50.5%
SAIC Science Applications International Corp. 0.0%
Value ($000) $167 Shares 1,199 Est. Cost $122.72 Unrealized +2.9%
XLF SPDR Financial Select Sector ETF 0.0%
Value ($000) $166 Shares 3,672 Est. Cost $34.00 Unrealized
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $166 Shares 5,475 Est. Cost $25.68 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $165 Shares 3,238 Est. Cost $39.11 Unrealized +16.4%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $162 Shares 849 Est. Cost $175.78 Unrealized
BSCW Invesco BulletShares 2032 Corporate Bond ETF 0.0%
Value ($000) $160 Shares 7,636 Est. Cost $19.50 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $160 Shares 2,048 Est. Cost $67.04 Unrealized +7.6%
TGT Target Corp 0.0%
Value ($000) $154 Shares 991 Est. Cost $116.93 Unrealized +20.6%
ROST Ross Stores Inc. 0.0%
Value ($000) $151 Shares 1,000 Est. Cost $111.83 Unrealized +30.0%
CRM Salesforce, Inc 0.0%
Value ($000) $148 Shares 539 Est. Cost $216.58 Unrealized +17.2%
F Ford Motor Co 0.0%
Value ($000) $147 Shares 13,965 Est. Cost $10.78 Unrealized -3.2%
CARR Carrier Global Corp 0.0%
Value ($000) $147 Shares 1,827 Est. Cost $53.39 Unrealized +28.4%
CLX Clorox Company 0.0%
Value ($000) $147 Shares 900 Est. Cost $139.91 Unrealized +0.9%
AMKR Amkor Technology Inc 0.0%
Value ($000) $144 Shares 4,700 Est. Cost $25.22 Unrealized +30.5%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $140 Shares 792 Est. Cost $106.45 Unrealized +49.6%
TE Connectivity LTD 0.0%
Value ($000) $140 Shares 925 Est. Cost $199.35 Unrealized
Lam Research Corp OLD 0.0%
Value ($000) $139 Shares 170 Est. Cost $971.57 Unrealized
COKE Coca Cola Bottling Co. Consolidated 0.0%
Value ($000) $138 Shares 105 Est. Cost $77.30 Unrealized +56.7%
CAH Cardinal Health Inc 0.0%
Value ($000) $134 Shares 1,212 Est. Cost $86.70 Unrealized +18.0%
MCK McKesson Corp. 0.0%
Value ($000) $133 Shares 270 Est. Cost $416.71 Unrealized +32.8%
CB Chubb Limited 0.0%
Value ($000) $133 Shares 461 Est. Cost $197.44 Unrealized +37.1%
AOS A O Smith Corp COMMON 0.0%
Value ($000) $132 Shares 1,475 Est. Cost $79.74 Unrealized +1.1%
IRM Iron Mountain Inc Corp 0.0%
Value ($000) $131 Shares 1,100 Est. Cost $68.03 Unrealized +50.0%
SHW Sherwin-Williams Co 0.0%
Value ($000) $130 Shares 340 Est. Cost $262.23 Unrealized +31.5%
PYPL Paypal Holdings, Inc. 0.0%
Value ($000) $130 Shares 1,660 Est. Cost $64.97 Unrealized +2.7%
SRE Sempra Energy 0.0%
Value ($000) $128 Shares 1,526 Est. Cost $66.61 Unrealized +14.7%
TT Trane Technologies Plc 0.0%
Value ($000) $124 Shares 319 Est. Cost $343.07 Unrealized 0.0%
GEV GE Vernova LLC 0.0%
Value ($000) $116 Shares 455 Est. Cost $158.10 Unrealized +21.2%
RWK Invesco S&P MidCap 400 Revenue ETF 0.0%
Value ($000) $116 Shares 993 Est. Cost $107.46 Unrealized
ADM Archer Daniels Midland Co 0.0%
Value ($000) $115 Shares 1,926 Est. Cost $74.59 Unrealized -22.5%
PPG PPG Industries Inc. 0.0%
Value ($000) $113 Shares 856 Est. Cost $133.03 Unrealized -8.3%
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0%
Value ($000) $110 Shares 2,410 Est. Cost $38.93 Unrealized
VBR Vanguard Small- Cap Value ETF 0.0%
Value ($000) $110 Shares 548 Est. Cost $175.47 Unrealized
DTE DTE Energy Co Com 0.0%
Value ($000) $109 Shares 852 Est. Cost $100.88 Unrealized +13.8%
PSX Phillips 66 0.0%
Value ($000) $108 Shares 825 Est. Cost $127.97 Unrealized +0.3%
MRNA Moderna Inc 0.0%
Value ($000) $107 Shares 1,602 Est. Cost $111.55 Unrealized -17.7%
PPL PPL Corp 0.0%
Value ($000) $107 Shares 3,233 Est. Cost $23.79 Unrealized +22.9%
C Citigroup Inc 0.0%
Value ($000) $107 Shares 1,704 Est. Cost $42.03 Unrealized +41.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $106 Shares 561 Est. Cost $161.68 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $106 Shares 808 Est. Cost $44.87 Unrealized +26.2%
BSMW Invesco BulletShares 2032 Municipal Bond ETF 0.0%
Value ($000) $104 Shares 4,067 Est. Cost $25.35 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $104 Shares 1,127 Est. Cost $72.78 Unrealized
BSMS Invesco BulletShares 2028 Municipal Bond ETF 0.0%
Value ($000) $103 Shares 4,384 Est. Cost $23.40 Unrealized
FCN FTI Consulting INC CORP COMMON 0.0%
Value ($000) $102 Shares 450 Est. Cost $186.35 Unrealized +19.3%
MDT Medtronic PLC 0.0%
Value ($000) $102 Shares 1,135 Est. Cost $77.97 Unrealized +3.7%
COF Capital One Financial Corp 0.0%
Value ($000) $102 Shares 681 Est. Cost $103.04 Unrealized +35.7%
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $99 Shares 377 Est. Cost $230.25 Unrealized +3.1%
UPS United Parcel Service 0.0%
Value ($000) $98 Shares 720 Est. Cost $146.74 Unrealized -17.9%
VGK Vanguard FTSE Europe Index Fund ETF 0.0%
Value ($000) $96 Shares 1,349 Est. Cost $58.53 Unrealized
ELV Elevance Health, Inc. 0.0%
Value ($000) $96 Shares 184 Est. Cost $438.48 Unrealized +18.8%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $94 Shares 575 Est. Cost $160.87 Unrealized -5.6%
HERD Pacer Cash Cows Fund of Funds ETF 0.0%
Value ($000) $93 Shares 2,314 Est. Cost $40.04 Unrealized
ROK Rockwell Automation, INC 0.0%
Value ($000) $92 Shares 343 Est. Cost $296.68 Unrealized -12.6%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $91 Shares 706 Est. Cost $101.40 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $90 Shares 1,742 Est. Cost $54.35 Unrealized -19.7%
TFC Truist Financial Corp 0.0%
Value ($000) $87 Shares 2,029 Est. Cost $39.31 Unrealized +0.7%
J Jacobs Solutions Inc 0.0%
Value ($000) $86 Shares 656 Est. Cost $106.09 Unrealized +12.2%
SPGP Invesco S&P 500 GARP ETF 0.0%
Value ($000) $86 Shares 818 Est. Cost $95.00 Unrealized
SHEL Shell PLC 0.0%
Value ($000) $85 Shares 1,283 Est. Cost $64.83 Unrealized
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $84 Shares 390 Est. Cost $183.75 Unrealized +11.3%
BSSX Invesco BulletShares 2033 Municipal Bond ETF 0.0%
Value ($000) $83 Shares 3,163 Est. Cost $26.10 Unrealized
BSMT Invesco BulletShares 2029 Municipal Bond ETF 0.0%
Value ($000) $83 Shares 3,566 Est. Cost $23.09 Unrealized
BSMU Invesco BulletShares 2030 Municipal Bond ETF 0.0%
Value ($000) $83 Shares 3,746 Est. Cost $21.96 Unrealized
BSMV Invesco BulletShares 2031 Municipal Bond ETF 0.0%
Value ($000) $83 Shares 3,887 Est. Cost $21.15 Unrealized
AEP American Electric Power Co, Inc 0.0%
Value ($000) $80 Shares 781 Est. Cost $82.62 Unrealized +12.6%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $78 Shares 466 Est. Cost $130.96 Unrealized
MELI MercadoLibre Inc 0.0%
Value ($000) $76 Shares 37 Est. Cost $1271.76 Unrealized +48.0%
DEO Diageo PLC ADR 0.0%
Value ($000) $75 Shares 535 Est. Cost $147.48 Unrealized
USB U.S. Bancorp 0.0%
Value ($000) $72 Shares 1,581 Est. Cost $34.56 Unrealized +19.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $71 Shares 208 Est. Cost $118.33 Unrealized +42.2%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $71 Shares 3,030 Est. Cost $22.46 Unrealized
EIX Edison International 0.0%
Value ($000) $71 Shares 812 Est. Cost $62.39 Unrealized +21.8%
HPQ HP, Inc. 0.0%
Value ($000) $69 Shares 1,933 Est. Cost $27.93 Unrealized +19.0%
VLO Valero Energy Corp 0.0%
Value ($000) $69 Shares 510 Est. Cost $131.35 Unrealized +6.1%
EBAY eBay Inc 0.0%
Value ($000) $68 Shares 1,050 Est. Cost $42.80 Unrealized +31.5%
Shyft Group Inc 0.0%
Value ($000) $68 Shares 5,435 Est. Cost $14.97 Unrealized
EQT EQT Corp 0.0%
Value ($000) $67 Shares 1,829 Est. Cost $38.11 Unrealized -12.4%
EQR Equity Residential 0.0%
Value ($000) $67 Shares 900 Est. Cost $58.39 Unrealized +16.6%
VCIT Vanguard Intermediate Term Corporate Bond ETF 0.0%
Value ($000) $66 Shares 786 Est. Cost $82.71 Unrealized
SWK Stanley Black & Decker Inc. 0.0%
Value ($000) $63 Shares 575 Est. Cost $84.15 Unrealized +7.4%
ALL Allstate Corp 0.0%
Value ($000) $63 Shares 332 Est. Cost $161.46 Unrealized +7.1%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $62 Shares 700 Est. Cost $71.78 Unrealized +12.7%
MTB M & T Bank Corp 0.0%
Value ($000) $61 Shares 345 Est. Cost $120.47 Unrealized +32.1%
Arista Networks Inc 0.0%
Value ($000) $61 Shares 160 Est. Cost $183.93 Unrealized
XMMO Invesco S&P MidCap Momentum ETF 0.0%
Value ($000) $61 Shares 506 Est. Cost $103.99 Unrealized
CVS CVS Health Corporation 0.0%
Value ($000) $61 Shares 966 Est. Cost $65.86 Unrealized -16.2%
JEPQ JPMORGAN Nasdaq Equity Premium Income ETF 0.0%
Value ($000) $60 Shares 1,095 Est. Cost $54.24 Unrealized
DHS WisdomTree US High Dividend ETF 0.0%
Value ($000) $60 Shares 640 Est. Cost $2.07 Unrealized
FULT Fulton Financial Corp COMMON 0.0%
Value ($000) $56 Shares 3,109 Est. Cost $11.84 Unrealized +45.2%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $55 Shares 3,742 Est. Cost $14.62 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $55 Shares 619 Est. Cost $74.09 Unrealized
PFG Principal Financial Group, Inc. 0.0%
Value ($000) $54 Shares 628 Est. Cost $71.08 Unrealized +7.8%
ADBE Adobe Systems Inc 0.0%
Value ($000) $54 Shares 104 Est. Cost $492.87 Unrealized +11.3%
CTVA Corteva Inc 0.0%
Value ($000) $53 Shares 905 Est. Cost $51.21 Unrealized +5.0%
GL Globe Life Inc 0.0%
Value ($000) $52 Shares 494 Est. Cost $109.50 Unrealized -13.4%
VXF Vanguard Extended Markets Index Fund Market ETF 0.0%
Value ($000) $52 Shares 286 Est. Cost $181.45 Unrealized
KR The Kroger Co. 0.0%
Value ($000) $52 Shares 902 Est. Cost $44.64 Unrealized +16.8%
AME Ametek Inc Corp 0.0%
Value ($000) $52 Shares 300 Est. Cost $170.82 Unrealized -3.2%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $51 Shares 990 Est. Cost $60.01 Unrealized -7.7%
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $49 Shares 450 Est. Cost $102.70 Unrealized
KRP Kimbell Royalty Partners Lp Unt 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $16.00 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $47 Shares 900 Est. Cost $56.82 Unrealized -12.8%
XSVM Invesco S&P SmallCap Value with Momt ETF 0.0%
Value ($000) $47 Shares 851 Est. Cost $49.56 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $47 Shares 448 Est. Cost $82.88 Unrealized +12.2%
BP BP P.L.C. Sponsored ADR 0.0%
Value ($000) $46 Shares 1,477 Est. Cost $38.72 Unrealized
Bank Of America Corp Conv Preferred 0.0%
Value ($000) $45 Shares 35 Est. Cost $1192.83 Unrealized
IP International Paper Company 0.0%
Value ($000) $44 Shares 908 Est. Cost $30.68 Unrealized +44.0%
EPD Enterprise Prod Part LP 0.0%
Value ($000) $44 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 -19.5%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $42 Shares 540 Est. Cost $78.37 Unrealized
SAM Boston Beer Co. Inc. 0.0%
Value ($000) $42 Shares 145 Est. Cost $350.39 Unrealized -20.4%
Synovus Financial Corp COMMON 0.0%
Value ($000) $41 Shares 929 Est. Cost $27.80 Unrealized
GLW Corning Inc 0.0%
Value ($000) $41 Shares 915 Est. Cost $30.65 Unrealized +33.3%
WTAI WisdomTree Artfcl Intllgnc & Innvt ETF 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $64.57 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $40 Shares 94 Est. Cost $423.12 Unrealized
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $40 Shares 434 Est. Cost $91.31 Unrealized
SWKS Skyworks Solutions Inc. Com 0.0%
Value ($000) $40 Shares 400 Est. Cost $98.13 Unrealized +2.5%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $39 Shares 547 Est. Cost $41.82 Unrealized +52.7%
AMX America Movil S.A.B.DE C.V. ADR - Series B 0.0%
Value ($000) $39 Shares 2,400 Est. Cost $16.36 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $39 Shares 347 Est. Cost $75.98 Unrealized +24.0%
CNI Canadian National Railway Co 0.0%
Value ($000) $39 Shares 330 Est. Cost $123.03 Unrealized -8.0%
VGLT Vanguard Long Term Treasury ETF 0.0%
Value ($000) $38 Shares 620 Est. Cost $57.14 Unrealized
OKTA Okta Inc Class A 0.0%
Value ($000) $37 Shares 500 Est. Cost $94.67 Unrealized -7.7%
A Agilent Technologies Inc 0.0%
Value ($000) $37 Shares 250 Est. Cost $138.24 Unrealized -1.9%
TRV The Travelers Companies Inc. 0.0%
Value ($000) $37 Shares 158 Est. Cost $159.78 Unrealized +34.8%
FNB FNB Corp 0.0%
Value ($000) $35 Shares 2,498 Est. Cost $10.85 Unrealized +25.9%
DELL Dell Technologies Inc 0.0%
Value ($000) $35 Shares 295 Est. Cost $57.22 Unrealized +99.0%
DTM DT Midstream Inc 0.0%
Value ($000) $35 Shares 439 Est. Cost $62.00 Unrealized +14.9%
EMR Emerson Electric Co 0.0%
Value ($000) $33 Shares 300 Est. Cost $91.09 Unrealized +15.4%
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $33 Shares 410 Est. Cost $79.42 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $32 Shares 434 Est. Cost $67.37 Unrealized -0.3%
GM General Motors Corp 0.0%
Value ($000) $32 Shares 713 Est. Cost $40.63 Unrealized +12.4%
FTV Fortive Corp 0.0%
Value ($000) $32 Shares 400 Est. Cost $56.92 Unrealized -4.0%
PEG Public Svc Enterprise Group Inc 0.0%
Value ($000) $31 Shares 353 Est. Cost $76.36 Unrealized 0.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $31 Shares 607 Est. Cost $51.09 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $31 Shares 1,672 Est. Cost $16.59 Unrealized +2.1%
VLTO Veralto Corp 0.0%
Value ($000) $30 Shares 266 Est. Cost $77.16 Unrealized +36.1%
DG Dollar General Corporation 0.0%
Value ($000) $29 Shares 345 Est. Cost $141.69 Unrealized -25.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $29 Shares 100 Est. Cost $41.57 Unrealized +26.4%
RDVY First Trust Rising Dividend Achievers ETF 0.0%
Value ($000) $28 Shares 475 Est. Cost $59.21 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $28 Shares 60 Est. Cost $421.41 Unrealized +14.0%
IR Ingersoll Rand Inc 0.0%
Value ($000) $28 Shares 282 Est. Cost $92.82 Unrealized 0.0%
PWB Invesco Dynamic Large Cap Growth ETF 0.0%
Value ($000) $28 Shares 280 Est. Cost $67.79 Unrealized
DAL Delta Airlines Inc 0.0%
Value ($000) $27 Shares 531 Est. Cost $42.32 Unrealized +1.3%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $27 Shares 233 Est. Cost $84.23 Unrealized
PID Invesco International Div Achiev ETF 0.0%
Value ($000) $26 Shares 1,308 Est. Cost $19.55 Unrealized
WTRG Essential Utilities, Inc 0.0%
Value ($000) $26 Shares 666 Est. Cost $38.74 Unrealized +1.4%
GVI Ishares Intermediate Govt/credit Bond ETF 0.0%
Value ($000) $25 Shares 229 Est. Cost $107.10 Unrealized
XLC SPDR Communication Services Select Sector ETF 0.0%
Value ($000) $24 Shares 266 Est. Cost $65.62 Unrealized
VMBS Vanguard Mortgage-Backed Secs ETF 0.0%
Value ($000) $24 Shares 501 Est. Cost $43.93 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $24 Shares 395 Est. Cost $55.10 Unrealized
DRIV Global X Atnms & Elctrc Vhcls ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.49 Unrealized
VCLT Vanguard Long Term Corporate Bond ETF 0.0%
Value ($000) $23 Shares 285 Est. Cost $81.23 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $22 Shares 324 Est. Cost $66.52 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $21 Shares 92 Est. Cost $176.27 Unrealized +19.6%
XLY SPDR Consumer Discretionary Select Sector ETF 0.0%
Value ($000) $21 Shares 105 Est. Cost $158.59 Unrealized
JPST JPMORGAN Ultra-short Income ETF 0.0%
Value ($000) $21 Shares 411 Est. Cost $50.74 Unrealized
Discover Financial Services 0.0%
Value ($000) $20 Shares 145 Est. Cost $86.63 Unrealized
Kellogg Co 0.0%
Value ($000) $19 Shares 240 Est. Cost $54.90 Unrealized +24.6%
AGEN Agenus Inc NEW 0.0%
Value ($000) $19 Shares 3,530 Est. Cost $7.49 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $19 Shares 228 Est. Cost $58.01 Unrealized +23.9%
GSK GSK PLC ADR 0.0%
Value ($000) $19 Shares 458 Est. Cost $37.49 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $19 Shares 183 Est. Cost $73.58 Unrealized
LYB Lyondellbasell NV Cl-A 0.0%
Value ($000) $19 Shares 194 Est. Cost $82.11 Unrealized +3.7%
ARQT Arcutis Biotherapeutics Inc 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $2.72 Unrealized +263.1%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $18 Shares 423 Est. Cost $54.72 Unrealized
BBUS JPMORGAN Betabuilders US Equity ETF 0.0%
Value ($000) $18 Shares 174 Est. Cost $94.43 Unrealized
ES Eversource Energy Corp 0.0%
Value ($000) $18 Shares 262 Est. Cost $58.84 Unrealized +2.5%
SPEM SPDR Portfolio Emerging Markets ETF 0.0%
Value ($000) $17 Shares 403 Est. Cost $40.01 Unrealized
ABNB Airbnb Incl Cl A Com 0.0%
Value ($000) $17 Shares 131 Est. Cost $151.57 Unrealized -14.5%
XLP SPDR Consumer Staples Select Sector ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $68.81 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $16 Shares 201 Est. Cost $80.37 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $16 Shares 312 Est. Cost $48.01 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $16 Shares 150 Est. Cost $72.00 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $16 Shares 60 Est. Cost $263.28 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $16 Shares 292 Est. Cost $48.40 Unrealized 0.0%
COLM Columbia Sportswear Co 0.0%
Value ($000) $15 Shares 186 Est. Cost $71.45 Unrealized +9.5%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $15 Shares 25 Est. Cost $586.52 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $14 Shares 75 Est. Cost $191.04 Unrealized +0.4%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $13 Shares 225 Est. Cost $41.32 Unrealized +31.1%
OKE ONEOK Inc. 0.0%
Value ($000) $13 Shares 143 Est. Cost $57.97 Unrealized +40.6%
American Software Inc 0.0%
Value ($000) $13 Shares 1,160 Est. Cost $9.13 Unrealized
NIO NIO Inc. 0.0%
Value ($000) $13 Shares 1,890 Est. Cost $9.04 Unrealized
EMXC Ishares Msci Emerging Markets Ex China ETF 0.0%
Value ($000) $12 Shares 201 Est. Cost $57.57 Unrealized
VYMI Vanguard Intl Hi Div Yld Idx ETF 0.0%
Value ($000) $12 Shares 166 Est. Cost $68.80 Unrealized
BIDU Baidu Inc ADR 0.0%
Value ($000) $12 Shares 115 Est. Cost $134.35 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $12 Shares 300 Est. Cost $29.13 Unrealized
NVS Novartis AG 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.81 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $11 Shares 110 Est. Cost $83.89 Unrealized +12.6%
United States Steel Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.33 Unrealized
WBD Warner Bros Discovery Inc Class A 0.0%
Value ($000) $10 Shares 1,265 Est. Cost $10.56 Unrealized -26.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $10 Shares 268 Est. Cost $35.23 Unrealized +2.9%
SOLV Solventum Corp 0.0%
Value ($000) $10 Shares 147 Est. Cost $60.70 Unrealized -0.9%
TRMB Trimble Inc 0.0%
Value ($000) $10 Shares 154 Est. Cost $52.97 Unrealized +5.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $10 Shares 1,065 Est. Cost $22.21 Unrealized
KHC Kraft Heinz Co. 0.0%
Value ($000) $9 Shares 265 Est. Cost $30.50 Unrealized +4.3%
ZBRA Zebra Technologies Corp Class A 0.0%
Value ($000) $9 Shares 25 Est. Cost $271.22 Unrealized +23.8%
ALK Alaska Air Group 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.43 Unrealized -10.6%
SYLD Canbria Shareholder Yield ETF 0.0%
Value ($000) $9 Shares 118 Est. Cost $68.28 Unrealized
IOO iShares Global 100 ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $96.58 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $8 Shares 83 Est. Cost $72.50 Unrealized +15.5%
VOD Vodafone Group PLC New Sponsored ADR 0.0%
Value ($000) $8 Shares 771 Est. Cost $9.81 Unrealized
MPT Medical Properties Trust Inc Reit Corp 0.0%
Value ($000) $8 Shares 1,300 Est. Cost $5.70 Unrealized
CC The Chemours Company 0.0%
Value ($000) $7 Shares 363 Est. Cost $19.29 Unrealized 0.0%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $7 Shares 118 Est. Cost $48.95 Unrealized +18.9%
SLB Schlumberger Ltd 0.0%
Value ($000) $7 Shares 159 Est. Cost $54.41 Unrealized -21.6%
VTRS Viatris Inc 0.0%
Value ($000) $6 Shares 549 Est. Cost $10.81 Unrealized 0.0%
SQM Sociedad Quimica Y Minera De Chile SA ADR 0.0%
Value ($000) $5 Shares 130 Est. Cost $59.67 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $5 Shares 108 Est. Cost $40.14 Unrealized +15.1%
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.75 Unrealized
GIS General MLS Inc 0.0%
Value ($000) $5 Shares 66 Est. Cost $64.57 Unrealized +1.7%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $5 Shares 24 Est. Cost $174.39 Unrealized +4.0%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $67.59 Unrealized
KD Kyndryl Holdings Inc 0.0%
Value ($000) $5 Shares 196 Est. Cost $16.18 Unrealized +50.7%
FANG Diamondback Energy Inc 0.0%
Value ($000) $4 Shares 26 Est. Cost $158.99 Unrealized +16.4%
HLN Haleon PLC ADR 0.0%
Value ($000) $4 Shares 423 Est. Cost $8.35 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $4 Shares 121 Est. Cost $29.55 Unrealized +15.5%
MOS Mosaic Co 0.0%
Value ($000) $4 Shares 163 Est. Cost $35.77 Unrealized -26.4%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $4 Shares 1 Est. Cost $3794.03 Unrealized 0.0%
NLY Annaly Capital Management Inc Reit Corp 0.0%
Value ($000) $4 Shares 187 Est. Cost $18.81 Unrealized
SBIO ALPS Medical Breakthroughs ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.58 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $4 Shares 55 Est. Cost $64.56 Unrealized 0.0%
Super Micro Computer Inc OLD 0.0%
Value ($000) $3 Shares 8 Est. Cost $988.81 Unrealized
SLM SLM Corp 0.0%
Value ($000) $3 Shares 141 Est. Cost $21.55 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $3 Shares 18 Est. Cost $173.67 Unrealized
CMTG Claros Mortgage Trust Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $11.08 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $3 Shares 24 Est. Cost $128.42 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.15 Unrealized -11.0%
IQV Iqvia Hldgs Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $236.05 Unrealized 0.0%
ALB Albemarle Corp Com 0.0%
Value ($000) $3 Shares 29 Est. Cost $115.13 Unrealized -25.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $17.67 Unrealized
NAVI Navient Corp 0.0%
Value ($000) $2 Shares 141 Est. Cost $15.39 Unrealized 0.0%
GILD Gilead Sciences 0.0%
Value ($000) $2 Shares 26 Est. Cost $71.99 Unrealized +1.5%
ET Energy Transfer Lp Unit 0.0%
Value ($000) $2 Shares 134 Est. Cost $16.05 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.23 Unrealized -0.4%
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.12 Unrealized 0.0%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $2 Shares 269 Est. Cost $4.27 Unrealized 0.0%
COR Cencora Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $229.65 Unrealized 0.0%
SDG iShares MSCI Global Sust Dev Goals ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.91 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $2 Shares 37 Est. Cost $58.29 Unrealized -20.8%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.97 Unrealized
FRMO FRMO Corp 0.0%
Value ($000) $2 Shares 204 Est. Cost $7.27 Unrealized +3.6%
Manitex International Inc 0.0%
Value ($000) $2 Shares 275 Est. Cost $4.67 Unrealized
ALT Altimmune Inc Corp 0.0%
Value ($000) $2 Shares 250 Est. Cost $7.38 Unrealized -8.2%
USNA Usana Health Sciences Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.97 Unrealized -16.1%
ARCC Ares Capital Corp 0.0%
Value ($000) $1 Shares 70 Est. Cost $16.97 Unrealized +7.4%
ADSK Autodesk Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $251.72 Unrealized 0.0%
KMX CarMax Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $79.07 Unrealized 0.0%
OGN Organon & Co Corp 0.0%
Value ($000) $1 Shares 68 Est. Cost $17.57 Unrealized +12.2%
BHP BHP Group Ltd ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.70 Unrealized
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.50 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $164.95 Unrealized 0.0%
ENB Enbridge Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.52 Unrealized 0.0%
GWX SPDR S&P International Small Cap ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $29.14 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.95 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.14 Unrealized
MBC Masterbrand Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 47 Est. Cost $16.30 Unrealized 0.0%
ALLE Allegion Plc CORP COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.49 Unrealized 0.0%
WTRE WisdomTree New Economy Real Estate Fund ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $110.51 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.66 Unrealized 0.0%
HII Huntington Ingalls Industries 0.0%
Value ($000) $1 Shares 2 Est. Cost $209.25 Unrealized +22.3%
XRX Xerox Holdings Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.70 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $241.07 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $49.69 Unrealized -9.6%
Canoo Inc New 0.0%
Value ($000) $0 Shares 434 Est. Cost $2.13 Unrealized
SMCI Super Micro Computer Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.86 Unrealized 0.0%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $0 Shares 35 Est. Cost $14.37 Unrealized 0.0%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.67 Unrealized
CFLT CONFLUENT CL A ORD 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.74 Unrealized -22.1%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.97 Unrealized 0.0%
CNDT Conduent Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $3.67 Unrealized 0.0%
SUB iShares Short-Term National Muni Bd ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.00 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.00 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.00 Unrealized
VNQI Vanguard Global ex-US Real Est ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.00 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.40 Unrealized
CENN CENNTRO ORD 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.64 Unrealized -13.7%
Sears Holdings Corp 0.0%
Value ($000) $0 Shares 98 Est. Cost Unrealized
Argex Titanium Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost Unrealized
Bitcoin Services Inc 0.0%
Value ($000) $0 Shares 820 Est. Cost Unrealized
Contra Abiomed Inc Com 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Contra Zynerba Pharmac Com 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Esc John Hancock Exchange Traded Fd Tr Multifactor Utils Etf 0.0%
Value ($000) $0 Shares 84 Est. Cost Unrealized
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
Universal Acat Cusip 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized