First Command Advisory Services, Inc. Quant / Systematic

CIK: 0001727336 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $11,616,630 (100.0% shares, 0.0% debt)

Holdings (611)

IVV iShares Core S&P 500 ETF 53.5%
Value ($000) $6,211,929 Shares 10,004,720 Est. Cost $265.02 Unrealized
QQQM Invesco NASDAQ 100 ETF 9.4%
Value ($000) $1,094,043 Shares 4,817,451 Est. Cost $152.00 Unrealized
IJR iShares Core S&P Small-Cap ETF 8.6%
Value ($000) $1,002,378 Shares 9,171,730 Est. Cost $85.36 Unrealized
IJH iShares Core S&P Mid-Cap ETF 8.2%
Value ($000) $955,904 Shares 15,412,835 Est. Cost $87.34 Unrealized
EWJ iShares MSCI Japan ETF 3.9%
Value ($000) $452,978 Shares 6,042,125 Est. Cost $71.33 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.9%
Value ($000) $214,996 Shares 2,575,426 Est. Cost $65.93 Unrealized
VO Vanguard Mid-Cap ETF 1.4%
Value ($000) $157,129 Shares 561,518 Est. Cost $219.02 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 1.1%
Value ($000) $126,189 Shares 1,735,977 Est. Cost $69.27 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.9%
Value ($000) $102,914 Shares 1,444,206 Est. Cost $48.13 Unrealized
DEXC Dimensional Emerging Markets ex-China Core Equity ETF 0.8%
Value ($000) $98,035 Shares 1,796,546 Est. Cost $47.92 Unrealized
DGRO iShares Core Dividend Growth ETF 0.8%
Value ($000) $97,498 Shares 1,524,832 Est. Cost $48.46 Unrealized
IUSB iShares Core Total USD Bond Market ETF 0.8%
Value ($000) $96,986 Shares 2,097,892 Est. Cost $46.71 Unrealized
IDEV iShares Core MSCI Intl Dev Mkts ETF 0.8%
Value ($000) $89,737 Shares 1,180,131 Est. Cost $70.59 Unrealized
DFAS Dimensional U S Small Cap ETF 0.7%
Value ($000) $77,698 Shares 1,219,558 Est. Cost $56.59 Unrealized
IAU iShares Gold Trust ETF 0.7%
Value ($000) $76,711 Shares 1,230,136 Est. Cost $35.05 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6%
Value ($000) $69,951 Shares 733,854 Est. Cost $54.66 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5%
Value ($000) $61,962 Shares 1,139,430 Est. Cost $54.19 Unrealized
VGSH Vanguard Short-Term Treasury Index Fund ETF 0.5%
Value ($000) $61,229 Shares 1,041,659 Est. Cost $58.11 Unrealized
VB Vanguard Small-Cap ETF 0.4%
Value ($000) $51,962 Shares 219,271 Est. Cost $198.87 Unrealized
VNQ Vanguard Real Estate ETF 0.4%
Value ($000) $51,732 Shares 580,867 Est. Cost $77.46 Unrealized
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.3%
Value ($000) $36,949 Shares 870,612 Est. Cost $35.99 Unrealized
DFAT Dimensional U S Targeted Value ETF 0.3%
Value ($000) $29,100 Shares 539,287 Est. Cost $49.77 Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.2%
Value ($000) $28,406 Shares 666,809 Est. Cost $44.42 Unrealized
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $27,275 Shares 1,029,248 Est. Cost $36.78 Unrealized
INTF iShares International Equity Factor ETF 0.2%
Value ($000) $26,029 Shares 760,428 Est. Cost $27.71 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.2%
Value ($000) $24,863 Shares 414,174 Est. Cost $56.80 Unrealized
VOO Vanguard 500 Index Fund ETF 0.2%
Value ($000) $21,837 Shares 38,443 Est. Cost $396.28 Unrealized
DFIV Dimensional International Value ETF 0.2%
Value ($000) $20,237 Shares 472,500 Est. Cost $34.25 Unrealized
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2%
Value ($000) $18,721 Shares 466,969 Est. Cost $36.40 Unrealized
USHY iShares Broad USD High Yield Corporate Bond ETF 0.2%
Value ($000) $18,699 Shares 498,512 Est. Cost $37.47 Unrealized
TBLL Invesco Short Term Treasury ETF 0.1%
Value ($000) $15,555 Shares 147,386 Est. Cost $105.54 Unrealized
EMB iShares JP Morgan USD Em Mkts Bd ETF 0.1%
Value ($000) $12,001 Shares 129,568 Est. Cost $92.73 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $11,919 Shares 23,962 Est. Cost $330.35 Unrealized +30.9%
AAPL Apple Inc 0.1%
Value ($000) $8,430 Shares 41,086 Est. Cost $182.37 Unrealized +10.4%
GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF 0.1%
Value ($000) $7,287 Shares 60,031 Est. Cost $83.74 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 0.1%
Value ($000) $6,531 Shares 84,484 Est. Cost $60.15 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $6,080 Shares 12,516 Est. Cost $354.77 Unrealized +43.2%
XOM Exxon Mobil Corp 0.0%
Value ($000) $4,636 Shares 43,009 Est. Cost $102.07 Unrealized +2.4%
AMZN Amazon Com Inc 0.0%
Value ($000) $4,379 Shares 19,961 Est. Cost $184.61 Unrealized +7.2%
NVDA NVIDIA Corporation 0.0%
Value ($000) $3,784 Shares 23,949 Est. Cost $106.57 Unrealized +18.1%
PG Procter & Gamble Co 0.0%
Value ($000) $3,617 Shares 22,705 Est. Cost $149.49 Unrealized +7.5%
SPSB SPDR Portfolio Short Term Corp Bd ETF 0.0%
Value ($000) $3,009 Shares 99,654 Est. Cost $30.23 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $2,998 Shares 10,341 Est. Cost $164.29 Unrealized +53.8%
CVX Chevron Corp 0.0%
Value ($000) $2,945 Shares 20,565 Est. Cost $145.65 Unrealized -5.9%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $2,675 Shares 13,071 Est. Cost $155.38 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $2,672 Shares 8,791 Est. Cost $238.86 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $2,611 Shares 5,638 Est. Cost $451.71 Unrealized +1.6%
NOC Northrop Grumman Corp 0.0%
Value ($000) $2,346 Shares 4,693 Est. Cost $421.70 Unrealized +15.3%
HD Home Depot 0.0%
Value ($000) $2,221 Shares 6,058 Est. Cost $303.37 Unrealized +17.3%
META Meta Platforms Inc. 0.0%
Value ($000) $2,084 Shares 2,824 Est. Cost $319.17 Unrealized +93.2%
JNJ Johnson & Johnson 0.0%
Value ($000) $2,084 Shares 13,641 Est. Cost $153.20 Unrealized -1.5%
V Visa Inc. 0.0%
Value ($000) $2,080 Shares 5,857 Est. Cost $240.12 Unrealized +44.5%
WMT Walmart Inc 0.0%
Value ($000) $1,964 Shares 20,086 Est. Cost $54.60 Unrealized +73.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $1,906 Shares 17,316 Est. Cost $71.27 Unrealized
BA Boeing Co 0.0%
Value ($000) $1,707 Shares 8,148 Est. Cost $208.47 Unrealized -9.4%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $1,693 Shares 9,543 Est. Cost $168.75 Unrealized -2.3%
RTX RTX Corporation 0.0%
Value ($000) $1,687 Shares 11,555 Est. Cost $92.09 Unrealized +43.1%
UNP Union Pacific Corp. 0.0%
Value ($000) $1,526 Shares 6,633 Est. Cost $215.35 Unrealized +1.5%
ORCL Oracle Corporation 0.0%
Value ($000) $1,488 Shares 6,807 Est. Cost $112.78 Unrealized +42.6%
AXP American Express Company 0.0%
Value ($000) $1,465 Shares 4,593 Est. Cost $228.46 Unrealized +22.3%
COST Costco Wholesale Corporation 0.0%
Value ($000) $1,457 Shares 1,472 Est. Cost $536.65 Unrealized +84.6%
MCD McDonalds Corp 0.0%
Value ($000) $1,455 Shares 4,981 Est. Cost $265.66 Unrealized +14.3%
GOOGL Alphabet, Inc. Class A 0.0%
Value ($000) $1,413 Shares 8,020 Est. Cost $167.34 Unrealized -2.4%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $1,406 Shares 2,276 Est. Cost $454.19 Unrealized
BSMQ Invesco BulletShares 2026 Municipal Bond ETF 0.0%
Value ($000) $1,364 Shares 57,914 Est. Cost $23.58 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $1,360 Shares 19,689 Est. Cost $53.52 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $1,359 Shares 9,994 Est. Cost $106.34 Unrealized +22.8%
KO Coca Cola Co 0.0%
Value ($000) $1,274 Shares 18,002 Est. Cost $56.91 Unrealized +22.6%
ABBV AbbVie Inc 0.0%
Value ($000) $1,271 Shares 6,849 Est. Cost $162.33 Unrealized +12.5%
LLY Eli Lily & Co 0.0%
Value ($000) $1,255 Shares 1,610 Est. Cost $583.72 Unrealized +32.5%
BSCQ Invesco BulletShares 2026 Corporate Bond ETF 0.0%
Value ($000) $1,234 Shares 63,222 Est. Cost $19.27 Unrealized
CSCO CISCO Systems Inc 0.0%
Value ($000) $1,226 Shares 17,667 Est. Cost $49.76 Unrealized +21.3%
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.0%
Value ($000) $1,205 Shares 61,306 Est. Cost $19.32 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $1,166 Shares 2,659 Est. Cost $306.31 Unrealized
CAT Caterpillar Inc Del 0.0%
Value ($000) $1,132 Shares 2,916 Est. Cost $270.44 Unrealized +22.3%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $1,115 Shares 33,993 Est. Cost $21.71 Unrealized
Invesco BulletShares 2025 Municipal Bond ETF 0.0%
Value ($000) $1,113 Shares 45,374 Est. Cost $24.46 Unrealized
BAH Booz Allen Hamilton Holding Corp 0.0%
Value ($000) $1,099 Shares 10,555 Est. Cost $111.75 Unrealized -2.1%
NFLX Netflix 0.0%
Value ($000) $1,070 Shares 799 Est. Cost $45.33 Unrealized +149.4%
BSCS Invesco BulletShares 2028 Corporate Bond ETF 0.0%
Value ($000) $1,061 Shares 51,772 Est. Cost $20.06 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $1,060 Shares 8,028 Est. Cost $166.62 Unrealized -21.4%
IBM International Business Machines 0.0%
Value ($000) $1,032 Shares 3,500 Est. Cost $136.08 Unrealized +86.5%
DUK Duke Energy Corporation New 0.0%
Value ($000) $1,026 Shares 8,693 Est. Cost $89.33 Unrealized +29.2%
BSCT Invesco BulletShares 2029 Corporate Bond ETF 0.0%
Value ($000) $1,016 Shares 54,346 Est. Cost $18.44 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $1,004 Shares 21,216 Est. Cost $29.22 Unrealized +41.8%
T AT&T Inc 0.0%
Value ($000) $1,002 Shares 34,621 Est. Cost $16.75 Unrealized +61.0%
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $1,002 Shares 1,816 Est. Cost $394.94 Unrealized
Invesco BulletShares 2025 Corporate Bond ETF 0.0%
Value ($000) $974 Shares 47,094 Est. Cost $20.41 Unrealized
DIS Walt Disney Company 0.0%
Value ($000) $962 Shares 7,757 Est. Cost $84.58 Unrealized +21.5%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $949 Shares 3,783 Est. Cost $185.40 Unrealized +22.5%
FVD First Trust Value Line Dividend ETF 0.0%
Value ($000) $928 Shares 20,753 Est. Cost $37.39 Unrealized
AVGO Broadcom Inc. 0.0%
Value ($000) $843 Shares 3,057 Est. Cost $165.39 Unrealized +30.6%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $833 Shares 4,263 Est. Cost $171.74 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $829 Shares 2,688 Est. Cost $231.29 Unrealized +30.7%
BSMR Invesco BulletShares 2027 Municipal Bond ETF 0.0%
Value ($000) $806 Shares 34,337 Est. Cost $23.61 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $800 Shares 10,981 Est. Cost $58.79 Unrealized
GE GE Aerospace 0.0%
Value ($000) $770 Shares 2,991 Est. Cost $103.48 Unrealized +111.2%
LOW Lowes Companies Inc 0.0%
Value ($000) $764 Shares 3,443 Est. Cost $218.21 Unrealized +1.1%
MRK Merck & Co Inc 0.0%
Value ($000) $748 Shares 9,450 Est. Cost $103.06 Unrealized -24.9%
LUV Southwest Airlines Co 0.0%
Value ($000) $698 Shares 21,503 Est. Cost $27.65 Unrealized +7.3%
SO Southern Co 0.0%
Value ($000) $675 Shares 7,348 Est. Cost $66.49 Unrealized +32.3%
NEE NextEra Energy, Inc 0.0%
Value ($000) $672 Shares 9,685 Est. Cost $68.65 Unrealized -0.8%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $662 Shares 4,965 Est. Cost $103.32 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $660 Shares 1,175 Est. Cost $403.32 Unrealized +36.7%
HSY Hershey Company 0.0%
Value ($000) $650 Shares 3,915 Est. Cost $207.00 Unrealized -21.9%
TSLA Tesla Inc 0.0%
Value ($000) $648 Shares 2,039 Est. Cost $257.99 Unrealized +16.8%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $645 Shares 5,093 Est. Cost $92.03 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $636 Shares 1,943 Est. Cost $254.46 Unrealized +20.1%
CEG Constellation Energy Corp 0.0%
Value ($000) $616 Shares 1,909 Est. Cost $146.10 Unrealized +80.6%
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $612 Shares 4,416 Est. Cost $94.44 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $610 Shares 4,933 Est. Cost $101.01 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $601 Shares 2,151 Est. Cost $279.32 Unrealized -0.6%
XLK SPDR Technology Select Sector ETF 0.0%
Value ($000) $590 Shares 2,328 Est. Cost $191.10 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $589 Shares 13,611 Est. Cost $29.44 Unrealized +42.1%
SHOP Shopify Inc A 0.0%
Value ($000) $570 Shares 4,938 Est. Cost $60.59 Unrealized +65.1%
TXN Texas Instruments Inc 0.0%
Value ($000) $557 Shares 2,681 Est. Cost $158.71 Unrealized +9.8%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $553 Shares 2,933 Est. Cost $131.93 Unrealized
CL Colgate-Palmolive Co. 0.0%
Value ($000) $544 Shares 5,989 Est. Cost $72.63 Unrealized +24.0%
BSMS Invesco BulletShares 2028 Municipal Bond ETF 0.0%
Value ($000) $524 Shares 22,572 Est. Cost $23.33 Unrealized
LDOS Leidos 0.0%
Value ($000) $514 Shares 3,256 Est. Cost $129.74 Unrealized +13.2%
SBUX Starbucks Corp Com 0.0%
Value ($000) $492 Shares 5,369 Est. Cost $91.46 Unrealized -6.9%
XLE SPDR Energy Select Sector ETF 0.0%
Value ($000) $480 Shares 5,664 Est. Cost $87.11 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $466 Shares 13,057 Est. Cost $40.60 Unrealized -16.5%
LNG Cheniere Energy Inc 0.0%
Value ($000) $462 Shares 1,899 Est. Cost $179.84 Unrealized +28.8%
WFC Wells Fargo & Co 0.0%
Value ($000) $447 Shares 5,574 Est. Cost $45.30 Unrealized +57.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $437 Shares 1,029 Est. Cost $269.05 Unrealized
GS Goldman Sachs Group Inc Common 0.0%
Value ($000) $396 Shares 560 Est. Cost $327.02 Unrealized +74.8%
ADI Analog Devices Inc 0.0%
Value ($000) $396 Shares 1,662 Est. Cost $186.12 Unrealized +10.7%
NKE Nike, Inc. 0.0%
Value ($000) $390 Shares 5,492 Est. Cost $98.24 Unrealized -39.9%
GPN Global Payments Inc. 0.0%
Value ($000) $383 Shares 4,787 Est. Cost $116.10 Unrealized -32.4%
MKC McCormick & Co Inc 0.0%
Value ($000) $383 Shares 5,052 Est. Cost $78.62 Unrealized -6.6%
STZ Constellation Brands Inc 0.0%
Value ($000) $369 Shares 2,267 Est. Cost $249.26 Unrealized -29.1%
FDX FedEx Corp 0.0%
Value ($000) $368 Shares 1,617 Est. Cost $248.63 Unrealized -13.4%
SLB Schlumberger Ltd 0.0%
Value ($000) $364 Shares 10,772 Est. Cost $34.50 Unrealized -1.6%
NUE Nucor Corp 0.0%
Value ($000) $363 Shares 2,803 Est. Cost $159.50 Unrealized -27.6%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $360 Shares 1,155 Est. Cost $473.08 Unrealized -20.7%
DFAE Dimensional Emerging Core Equity Market ETF 0.0%
Value ($000) $360 Shares 12,418 Est. Cost $22.57 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $357 Shares 1,264 Est. Cost $242.42 Unrealized +10.6%
QCOM Qualcomm Incorporated 0.0%
Value ($000) $354 Shares 2,223 Est. Cost $127.36 Unrealized +13.9%
CSX CSX Corp 0.0%
Value ($000) $345 Shares 10,575 Est. Cost $32.46 Unrealized -8.3%
KMB Kimberly Clark Corp 0.0%
Value ($000) $343 Shares 2,664 Est. Cost $117.79 Unrealized +11.8%
PM Philip Morris Intl Inc 0.0%
Value ($000) $335 Shares 1,840 Est. Cost $90.72 Unrealized +84.5%
DE Deere & Company 0.0%
Value ($000) $310 Shares 610 Est. Cost $407.98 Unrealized +18.8%
HON Honeywell Intl Inc 0.0%
Value ($000) $304 Shares 1,305 Est. Cost $177.62 Unrealized +12.4%
GEV GE Vernova LLC 0.0%
Value ($000) $304 Shares 574 Est. Cost $212.75 Unrealized +95.5%
PNC PNC Finl Svcs Group Inc 0.0%
Value ($000) $301 Shares 1,615 Est. Cost $131.10 Unrealized +26.6%
ETN Eaton Corporation PLC 0.0%
Value ($000) $295 Shares 827 Est. Cost $265.69 Unrealized +15.4%
D Dominion Energy, Inc. 0.0%
Value ($000) $293 Shares 5,183 Est. Cost $45.31 Unrealized +17.3%
PSN Parsons Corp 0.0%
Value ($000) $292 Shares 4,073 Est. Cost $72.41 Unrealized -8.8%
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $290 Shares 8,048 Est. Cost $33.71 Unrealized +1.2%
XLI SPDR Industrial Select Sector ETF 0.0%
Value ($000) $282 Shares 1,910 Est. Cost $106.72 Unrealized
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0%
Value ($000) $275 Shares 4,767 Est. Cost $48.08 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $273 Shares 11,262 Est. Cost $30.44 Unrealized -26.6%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $268 Shares 661 Est. Cost $522.47 Unrealized -20.2%
XLV SPDR Health Care Select Sector ETF 0.0%
Value ($000) $266 Shares 1,971 Est. Cost $135.15 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $258 Shares 2,442 Est. Cost $83.08 Unrealized +24.7%
INTC Intel Corp 0.0%
Value ($000) $254 Shares 11,345 Est. Cost $32.71 Unrealized -36.6%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $248 Shares 792 Est. Cost $106.45 Unrealized +121.8%
STIP iShares 0-5 Year TIPS Bond ETF 0.0%
Value ($000) $239 Shares 2,322 Est. Cost $96.92 Unrealized
CACI CACI International Inc Class A 0.0%
Value ($000) $236 Shares 496 Est. Cost $461.92 Unrealized -4.1%
Tri-Continental Corporation CEF 0.0%
Value ($000) $236 Shares 7,449 Est. Cost $31.66 Unrealized
CI The Cigna Group 0.0%
Value ($000) $232 Shares 702 Est. Cost $273.28 Unrealized +16.3%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $221 Shares 629 Est. Cost $244.95 Unrealized
BSCU Invesco BulletShares 2030 Corporate Bond ETF 0.0%
Value ($000) $218 Shares 12,999 Est. Cost $15.96 Unrealized
BSCV Invesco BulletShares 2031 Corporate Bond ETF 0.0%
Value ($000) $218 Shares 13,189 Est. Cost $15.66 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $217 Shares 1,101 Est. Cost $220.19 Unrealized -12.3%
AMAT Applied Materials Inc. 0.0%
Value ($000) $217 Shares 1,185 Est. Cost $140.40 Unrealized +12.1%
BSCX Invesco BulletShares 2033 Corporate Bond ETF 0.0%
Value ($000) $213 Shares 10,059 Est. Cost $21.06 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $204 Shares 1,212 Est. Cost $86.70 Unrealized +69.7%
MO Altria Group Inc 0.0%
Value ($000) $203 Shares 3,466 Est. Cost $40.12 Unrealized +39.4%
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $203 Shares 5,876 Est. Cost $25.91 Unrealized
IWS iShares Russell Midcap Value ETF 0.0%
Value ($000) $197 Shares 1,489 Est. Cost $109.03 Unrealized
CB Chubb Limited 0.0%
Value ($000) $196 Shares 676 Est. Cost $238.71 Unrealized +20.2%
MCK McKesson Corp. 0.0%
Value ($000) $196 Shares 267 Est. Cost $422.66 Unrealized +66.5%
BSCY Invesco BulletShares 2034 Corporate Bond ETF 0.0%
Value ($000) $195 Shares 9,378 Est. Cost $20.52 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $190 Shares 4,387 Est. Cost $37.24 Unrealized +17.0%
BSCW Invesco BulletShares 2032 Corporate Bond ETF 0.0%
Value ($000) $189 Shares 9,163 Est. Cost $19.67 Unrealized
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $187 Shares 1,794 Est. Cost $75.51 Unrealized +38.1%
NSC Norfolk Southern Corporation 0.0%
Value ($000) $186 Shares 728 Est. Cost $214.71 Unrealized +8.5%
CRM Salesforce, Inc 0.0%
Value ($000) $179 Shares 657 Est. Cost $228.47 Unrealized +16.4%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $178 Shares 486 Est. Cost $314.21 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $176 Shares 828 Est. Cost $117.60 Unrealized +57.4%
LRCX Lam Research Corp 0.0%
Value ($000) $169 Shares 1,740 Est. Cost $78.11 Unrealized +1.0%
GD General Dynamics Corp 0.0%
Value ($000) $162 Shares 556 Est. Cost $218.74 Unrealized +24.5%
SYK Stryker Corp 0.0%
Value ($000) $161 Shares 408 Est. Cost $377.08 Unrealized -1.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $160 Shares 2,280 Est. Cost $80.75 Unrealized -33.3%
WM Waste Management Inc Del 0.0%
Value ($000) $159 Shares 696 Est. Cost $182.95 Unrealized +25.5%
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $158 Shares 1,780 Est. Cost $73.27 Unrealized
COP CONOCO Phillips 0.0%
Value ($000) $158 Shares 1,759 Est. Cost $107.64 Unrealized -18.2%
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0%
Value ($000) $154 Shares 3,567 Est. Cost $39.85 Unrealized
CCI Crown Castle International Corp 0.0%
Value ($000) $154 Shares 1,500 Est. Cost $98.11 Unrealized -0.1%
XLF SPDR Financial Select Sector ETF 0.0%
Value ($000) $153 Shares 2,930 Est. Cost $36.63 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $153 Shares 3,474 Est. Cost $38.20 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $152 Shares 5,217 Est. Cost $43.01 Unrealized
ACN Accenture PLC A 0.0%
Value ($000) $148 Shares 495 Est. Cost $327.10 Unrealized -7.4%
TT Trane Technologies Plc 0.0%
Value ($000) $143 Shares 326 Est. Cost $343.42 Unrealized +14.4%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $141 Shares 1,034 Est. Cost $91.59 Unrealized +28.1%
MMM 3M Co 0.0%
Value ($000) $140 Shares 920 Est. Cost $79.18 Unrealized +78.4%
XMMO Invesco S&P MidCap Momentum ETF 0.0%
Value ($000) $138 Shares 1,074 Est. Cost $110.54 Unrealized
SAIC Science Applications International Corp. 0.0%
Value ($000) $135 Shares 1,202 Est. Cost $122.72 Unrealized -7.2%
CARR Carrier Global Corp 0.0%
Value ($000) $134 Shares 1,827 Est. Cost $53.39 Unrealized +26.1%
RWK Invesco S&P MidCap 400 Revenue ETF 0.0%
Value ($000) $132 Shares 1,130 Est. Cost $107.86 Unrealized
F Ford Motor Co 0.0%
Value ($000) $132 Shares 12,146 Est. Cost $10.71 Unrealized -7.9%
BSSX Invesco BulletShares 2033 Municipal Bond ETF 0.0%
Value ($000) $130 Shares 5,194 Est. Cost $25.83 Unrealized
BSMW Invesco BulletShares 2032 Municipal Bond ETF 0.0%
Value ($000) $128 Shares 5,235 Est. Cost $25.17 Unrealized
ROST Ross Stores Inc. 0.0%
Value ($000) $128 Shares 1,000 Est. Cost $111.83 Unrealized +23.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $127 Shares 717 Est. Cost $144.15 Unrealized
BSMV Invesco BulletShares 2031 Municipal Bond ETF 0.0%
Value ($000) $119 Shares 5,775 Est. Cost $21.02 Unrealized
BSMT Invesco BulletShares 2029 Municipal Bond ETF 0.0%
Value ($000) $119 Shares 5,224 Est. Cost $22.84 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $118 Shares 650 Est. Cost $141.72 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $118 Shares 1,555 Est. Cost $67.30 Unrealized +5.6%
CLX Clorox Company 0.0%
Value ($000) $114 Shares 950 Est. Cost $140.50 Unrealized -7.2%
ROK Rockwell Automation, INC 0.0%
Value ($000) $114 Shares 343 Est. Cost $296.68 Unrealized -4.9%
IRM Iron Mountain Inc Corp 0.0%
Value ($000) $113 Shares 1,100 Est. Cost $68.03 Unrealized +35.1%
C Citigroup Inc 0.0%
Value ($000) $112 Shares 1,321 Est. Cost $42.42 Unrealized +67.8%
DD Dupont De Nemours Inc 0.0%
Value ($000) $112 Shares 1,636 Est. Cost $29.85 Unrealized -8.5%
EQT EQT Corp 0.0%
Value ($000) $110 Shares 1,884 Est. Cost $38.47 Unrealized +39.3%
SPGI S&P Global Inc 0.0%
Value ($000) $109 Shares 206 Est. Cost $385.89 Unrealized +28.7%
AVA Avista Corp 0.0%
Value ($000) $108 Shares 2,854 Est. Cost $38.22 Unrealized 0.0%
BSMU Invesco BulletShares 2030 Municipal Bond ETF 0.0%
Value ($000) $108 Shares 5,035 Est. Cost $21.85 Unrealized
DUHP Dimensional US High Profitability ETF 0.0%
Value ($000) $107 Shares 3,000 Est. Cost $35.56 Unrealized
COKE Coca Cola Bottling Co. Consolidated 0.0%
Value ($000) $106 Shares 950 Est. Cost $115.27 Unrealized +4.1%
VGK Vanguard FTSE Europe Index Fund ETF 0.0%
Value ($000) $105 Shares 1,349 Est. Cost $58.53 Unrealized
PPL PPL Corp 0.0%
Value ($000) $104 Shares 3,071 Est. Cost $23.79 Unrealized +43.1%
PYPL Paypal Holdings, Inc. 0.0%
Value ($000) $102 Shares 1,378 Est. Cost $64.97 Unrealized +5.2%
BX Blackstone Group Inc 0.0%
Value ($000) $100 Shares 667 Est. Cost $136.08 Unrealized -0.7%
AMKR Amkor Technology Inc 0.0%
Value ($000) $99 Shares 4,700 Est. Cost $25.22 Unrealized -27.4%
SHEL Shell PLC 0.0%
Value ($000) $97 Shares 1,379 Est. Cost $65.84 Unrealized
MELI MercadoLibre Inc 0.0%
Value ($000) $97 Shares 37 Est. Cost $1271.76 Unrealized +83.6%
Adams Diversified Equity Fund 0.0%
Value ($000) $96 Shares 4,420 Est. Cost $20.20 Unrealized
BR Broadridge Financial Solutions Inc 0.0%
Value ($000) $95 Shares 390 Est. Cost $184.24 Unrealized +27.6%
MDT Medtronic PLC 0.0%
Value ($000) $94 Shares 1,084 Est. Cost $78.36 Unrealized +6.6%
DTE DTE Energy Co Com 0.0%
Value ($000) $94 Shares 710 Est. Cost $100.88 Unrealized +30.2%
BSMY Invesco BulletShares 2034 Municipal Bond ETF 0.0%
Value ($000) $93 Shares 3,932 Est. Cost $23.89 Unrealized
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $93 Shares 706 Est. Cost $101.40 Unrealized
HERD Pacer Cash Cows Fund of Funds ETF 0.0%
Value ($000) $92 Shares 2,314 Est. Cost $40.04 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $91 Shares 1,094 Est. Cost $57.41 Unrealized +41.6%
TLS Telos Corp MD 0.0%
Value ($000) $90 Shares 28,500 Est. Cost $2.60 Unrealized 0.0%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $90 Shares 1,817 Est. Cost $41.16 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $89 Shares 1,560 Est. Cost $57.01 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $89 Shares 1,914 Est. Cost $54.70 Unrealized -13.7%
VLO Valero Energy Corp 0.0%
Value ($000) $88 Shares 654 Est. Cost $128.11 Unrealized -4.5%
ELV Elevance Health, Inc. 0.0%
Value ($000) $87 Shares 223 Est. Cost $430.41 Unrealized -7.9%
J Jacobs Solutions Inc 0.0%
Value ($000) $86 Shares 656 Est. Cost $106.09 Unrealized +15.5%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $85 Shares 1,604 Est. Cost $73.28 Unrealized -35.1%
SJM Smuckers JM Co New 0.0%
Value ($000) $85 Shares 861 Est. Cost $109.96 Unrealized -2.5%
EMR Emerson Electric Co 0.0%
Value ($000) $85 Shares 634 Est. Cost $103.20 Unrealized +10.0%
AEP American Electric Power Co, Inc 0.0%
Value ($000) $81 Shares 781 Est. Cost $82.62 Unrealized +23.4%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $80 Shares 710 Est. Cost $91.36 Unrealized
SPGP Invesco S&P 500 GARP ETF 0.0%
Value ($000) $79 Shares 730 Est. Cost $95.53 Unrealized
USB U.S. Bancorp 0.0%
Value ($000) $79 Shares 1,735 Est. Cost $36.36 Unrealized +12.1%
EBAY eBay Inc 0.0%
Value ($000) $78 Shares 1,050 Est. Cost $42.80 Unrealized +64.1%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $77 Shares 466 Est. Cost $130.96 Unrealized
EVRG Evergy Inc. 0.0%
Value ($000) $73 Shares 1,052 Est. Cost $61.86 Unrealized +6.0%
PHYS Sprott Physical Gold CEF 0.0%
Value ($000) $71 Shares 2,812 Est. Cost $25.35 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $71 Shares 500 Est. Cost $160.87 Unrealized -32.3%
LEVI Levi Strauss & Co. 0.0%
Value ($000) $71 Shares 3,835 Est. Cost $16.28 Unrealized 0.0%
SMR Nuscale Power Corporation 0.0%
Value ($000) $71 Shares 1,791 Est. Cost $25.09 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $70 Shares 1,329 Est. Cost $36.22 Unrealized +27.8%
PFG Principal Financial Group, Inc. 0.0%
Value ($000) $69 Shares 864 Est. Cost $73.70 Unrealized +1.5%
MTB M & T Bank Corp 0.0%
Value ($000) $68 Shares 352 Est. Cost $121.75 Unrealized +42.0%
Shyft Group Inc 0.0%
Value ($000) $68 Shares 5,435 Est. Cost $14.97 Unrealized
DHS WisdomTree US High Dividend ETF 0.0%
Value ($000) $67 Shares 698 Est. Cost $10.14 Unrealized
SMH Vaneck Semiconductor ETF 0.0%
Value ($000) $66 Shares 237 Est. Cost $278.88 Unrealized
TGT Target Corp 0.0%
Value ($000) $66 Shares 666 Est. Cost $116.93 Unrealized -20.2%
HPQ HP, Inc. 0.0%
Value ($000) $65 Shares 2,648 Est. Cost $29.51 Unrealized -16.3%
KR The Kroger Co. 0.0%
Value ($000) $65 Shares 902 Est. Cost $44.64 Unrealized +52.8%
CVS CVS Health Corporation 0.0%
Value ($000) $63 Shares 909 Est. Cost $65.81 Unrealized -2.5%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $63 Shares 700 Est. Cost $71.78 Unrealized +24.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $63 Shares 322 Est. Cost $161.68 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $61 Shares 977 Est. Cost $56.45 Unrealized +8.2%
EQR Equity Residential 0.0%
Value ($000) $61 Shares 900 Est. Cost $58.39 Unrealized +14.1%
RY Royal Bank of Canada 0.0%
Value ($000) $61 Shares 460 Est. Cost $123.44 Unrealized -0.9%
ED Consolidated Edison Inc 0.0%
Value ($000) $60 Shares 596 Est. Cost $100.03 Unrealized +3.7%
VBR Vanguard Small- Cap Value ETF 0.0%
Value ($000) $59 Shares 305 Est. Cost $175.47 Unrealized
IYW iShares US Technology ETF 0.0%
Value ($000) $59 Shares 339 Est. Cost $173.27 Unrealized
ANET Arista Networks Inc 0.0%
Value ($000) $57 Shares 559 Est. Cost $101.39 Unrealized -14.7%
XLY SPDR Consumer Discretionary Select Sector ETF 0.0%
Value ($000) $57 Shares 261 Est. Cost $190.80 Unrealized
GM General Motors Corp 0.0%
Value ($000) $56 Shares 1,144 Est. Cost $44.82 Unrealized +5.0%
FULT Fulton Financial Corp COMMON 0.0%
Value ($000) $56 Shares 3,109 Est. Cost $11.84 Unrealized +40.1%
AME Ametek Inc Corp 0.0%
Value ($000) $55 Shares 304 Est. Cost $170.94 Unrealized +0.2%
CCL Carnival Corp 0.0%
Value ($000) $54 Shares 1,922 Est. Cost $17.42 Unrealized +22.9%
GL Globe Life Inc 0.0%
Value ($000) $51 Shares 408 Est. Cost $109.50 Unrealized +10.4%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $50 Shares 554 Est. Cost $42.34 Unrealized +98.3%
CTVA Corteva Inc 0.0%
Value ($000) $50 Shares 675 Est. Cost $51.21 Unrealized +29.2%
OKTA Okta Inc Class A 0.0%
Value ($000) $50 Shares 500 Est. Cost $94.67 Unrealized +12.8%
TRV The Travelers Companies Inc. 0.0%
Value ($000) $49 Shares 185 Est. Cost $172.27 Unrealized +51.3%
WTAI WisdomTree Artfcl Intllgnc & Innvt ETF 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $64.57 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $48 Shares 439 Est. Cost $62.00 Unrealized +60.0%
TRP TC Energy Corp COMMON 0.0%
Value ($000) $48 Shares 985 Est. Cost $45.56 Unrealized +6.4%
FCN FTI Consulting INC CORP COMMON 0.0%
Value ($000) $48 Shares 296 Est. Cost $186.35 Unrealized -12.4%
EPD Enterprise Prod Part LP 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $28.39 Unrealized
QUAL IShares Edge MSCI Usa Quality Factor ETF 0.0%
Value ($000) $46 Shares 253 Est. Cost $170.89 Unrealized
IEUR iShares Core MSCI Europe ETF 0.0%
Value ($000) $46 Shares 695 Est. Cost $60.15 Unrealized
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $102.70 Unrealized
TEL TE Connectivity Plc Registered Shares 0.0%
Value ($000) $45 Shares 267 Est. Cost $146.82 Unrealized +2.8%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $44 Shares 448 Est. Cost $82.88 Unrealized +15.1%
MRNA Moderna Inc 0.0%
Value ($000) $44 Shares 1,602 Est. Cost $111.55 Unrealized -76.4%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $44 Shares 100 Est. Cost $440.65 Unrealized
SMMD iShares Russell 2500 ETF 0.0%
Value ($000) $44 Shares 648 Est. Cost $67.78 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $43 Shares 3,820 Est. Cost $13.14 Unrealized -18.5%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $43 Shares 140 Est. Cost $304.83 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $42 Shares 1,006 Est. Cost $59.71 Unrealized -31.1%
EIX Edison International 0.0%
Value ($000) $42 Shares 812 Est. Cost $62.39 Unrealized -14.9%
TDC Teradata Corporation 0.0%
Value ($000) $42 Shares 1,878 Est. Cost $21.75 Unrealized 0.0%
KRP Kimbell Royalty Partners Lp Unt 0.0%
Value ($000) $42 Shares 3,000 Est. Cost $16.00 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $42 Shares 77 Est. Cost $523.66 Unrealized -0.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $41 Shares 201 Est. Cost $153.62 Unrealized +20.9%
OGE OGE Energy Corp 0.0%
Value ($000) $41 Shares 916 Est. Cost $43.64 Unrealized +1.7%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $40 Shares 439 Est. Cost $72.78 Unrealized
SWK Stanley Black & Decker Inc. 0.0%
Value ($000) $39 Shares 575 Est. Cost $84.15 Unrealized -25.7%
BLK Blackrock Inc. Ordinary Shares 0.0%
Value ($000) $38 Shares 36 Est. Cost $940.28 Unrealized -0.8%
QTEC First Trust NASDAQ-100-Tech Sector ETF 0.0%
Value ($000) $36 Shares 170 Est. Cost $212.83 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $36 Shares 159 Est. Cost $204.42 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $36 Shares 232 Est. Cost $130.92 Unrealized +12.9%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $35 Shares 680 Est. Cost $52.06 Unrealized
NDAQ NASDAQ Inc 0.0%
Value ($000) $35 Shares 390 Est. Cost $77.78 Unrealized +1.8%
PEG Public Svc Enterprise Group Inc 0.0%
Value ($000) $35 Shares 412 Est. Cost $81.17 Unrealized -2.8%
CNI Canadian National Railway Co 0.0%
Value ($000) $34 Shares 330 Est. Cost $123.03 Unrealized -18.2%
PSX Phillips 66 0.0%
Value ($000) $34 Shares 283 Est. Cost $127.97 Unrealized -14.5%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $34 Shares 366 Est. Cost $74.09 Unrealized
SHLD Global X Defense Tech ETF 0.0%
Value ($000) $32 Shares 539 Est. Cost $60.28 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $32 Shares 578 Est. Cost $54.66 Unrealized +2.7%
LNT Alliant Energy Corp 0.0%
Value ($000) $32 Shares 530 Est. Cost $59.57 Unrealized +0.9%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $31 Shares 70 Est. Cost $427.78 Unrealized +7.7%
PPG PPG Industries Inc. 0.0%
Value ($000) $31 Shares 272 Est. Cost $133.03 Unrealized -20.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $31 Shares 580 Est. Cost $52.83 Unrealized -4.3%
SRE Sempra Energy 0.0%
Value ($000) $30 Shares 400 Est. Cost $67.17 Unrealized +8.1%
SIRI Sirius XM Holdings 0.0%
Value ($000) $30 Shares 1,311 Est. Cost $25.50 Unrealized -15.6%
SWKS Skyworks Solutions Inc. Com 0.0%
Value ($000) $30 Shares 400 Est. Cost $98.13 Unrealized -33.8%
A Agilent Technologies Inc 0.0%
Value ($000) $30 Shares 250 Est. Cost $138.24 Unrealized -20.2%
GPC Genuine Parts Company 0.0%
Value ($000) $29 Shares 243 Est. Cost $120.15 Unrealized -2.0%
DELL Dell Technologies Inc 0.0%
Value ($000) $29 Shares 240 Est. Cost $57.22 Unrealized +77.1%
DOW DOW, Inc 0.0%
Value ($000) $29 Shares 1,107 Est. Cost $47.61 Unrealized -41.6%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $29 Shares 434 Est. Cost $67.37 Unrealized -3.3%
ADBE Adobe Systems Inc 0.0%
Value ($000) $29 Shares 75 Est. Cost $490.45 Unrealized -21.4%
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $29 Shares 351 Est. Cost $82.66 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $28 Shares 67 Est. Cost $466.85 Unrealized -11.1%
ARQT Arcutis Biotherapeutics Inc 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $2.72 Unrealized +415.8%
IP International Paper Company 0.0%
Value ($000) $28 Shares 593 Est. Cost $30.68 Unrealized +49.9%
SAM Boston Beer Co. Inc. 0.0%
Value ($000) $28 Shares 145 Est. Cost $350.39 Unrealized -34.3%
MU Micron Technology Inc. Ordinary Shares 0.0%
Value ($000) $27 Shares 221 Est. Cost $94.00 Unrealized -0.8%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $27 Shares 95 Est. Cost $285.86 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $27 Shares 266 Est. Cost $77.16 Unrealized +24.6%
FDN First Trust Dow Jones Internet ETF 0.0%
Value ($000) $27 Shares 99 Est. Cost $269.33 Unrealized
DAL Delta Airlines Inc 0.0%
Value ($000) $27 Shares 542 Est. Cost $42.65 Unrealized +6.8%
PPA Invesco Aerospace & Defense ETF 0.0%
Value ($000) $27 Shares 188 Est. Cost $84.23 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $87.46 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $26 Shares 165 Est. Cost $157.76 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $25 Shares 336 Est. Cost $75.98 Unrealized -0.1%
WTRG Essential Utilities, Inc 0.0%
Value ($000) $25 Shares 666 Est. Cost $38.74 Unrealized +0.5%
ABNB Airbnb Incl Cl A Com 0.0%
Value ($000) $25 Shares 186 Est. Cost $145.59 Unrealized -13.0%
GVI Ishares Intermediate Govt/credit Bond ETF 0.0%
Value ($000) $24 Shares 229 Est. Cost $107.10 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $24 Shares 230 Est. Cost $105.44 Unrealized
TDIV First Trust NASDAQ Technology Div ETF 0.0%
Value ($000) $23 Shares 260 Est. Cost $90.17 Unrealized
DRIV Global X Atnms & Elctrc Vhcls ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.49 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $23 Shares 330 Est. Cost $73.47 Unrealized
HOOD Robinhood Markets INC CLASS A CORP COMMON 0.0%
Value ($000) $22 Shares 240 Est. Cost $59.18 Unrealized 0.0%
ARTY iShares Future AI & Tech ETF 0.0%
Value ($000) $21 Shares 522 Est. Cost $31.42 Unrealized
VFC V F Corp 0.0%
Value ($000) $21 Shares 1,814 Est. Cost $20.37 Unrealized -39.2%
GSK GSK PLC ADR 0.0%
Value ($000) $21 Shares 555 Est. Cost $37.80 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $21 Shares 194 Est. Cost $111.04 Unrealized -1.0%
FTV Fortive Corp 0.0%
Value ($000) $21 Shares 400 Est. Cost $56.92 Unrealized -8.3%
JPST JPMORGAN Ultra-short Income ETF 0.0%
Value ($000) $21 Shares 411 Est. Cost $50.74 Unrealized
LQD iShares iBoxx $ Investment Grade Corp Bd ETF 0.0%
Value ($000) $21 Shares 190 Est. Cost $109.61 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $20 Shares 146 Est. Cost $135.30 Unrealized
DEO Diageo PLC ADR 0.0%
Value ($000) $19 Shares 191 Est. Cost $147.48 Unrealized
IDU iShares U.S. Utilities ETF 0.0%
Value ($000) $19 Shares 183 Est. Cost $73.58 Unrealized
Kellogg Co 0.0%
Value ($000) $19 Shares 240 Est. Cost $54.90 Unrealized +46.1%
WMB Williams Companies Inc 0.0%
Value ($000) $18 Shares 294 Est. Cost $56.88 Unrealized +1.4%
XLC SPDR Communication Services Select Sector ETF 0.0%
Value ($000) $18 Shares 170 Est. Cost $65.62 Unrealized
MET MetLife Inc 0.0%
Value ($000) $18 Shares 228 Est. Cost $60.46 Unrealized +25.4%
DG Dollar General Corporation 0.0%
Value ($000) $18 Shares 160 Est. Cost $141.69 Unrealized -30.8%
FNB FNB Corp 0.0%
Value ($000) $18 Shares 1,249 Est. Cost $10.85 Unrealized +22.1%
FNDE Schwab Fundamental Emerging Mkts Large Co ETF 0.0%
Value ($000) $18 Shares 537 Est. Cost $30.80 Unrealized
BP BP P.L.C. Sponsored ADR 0.0%
Value ($000) $18 Shares 587 Est. Cost $38.45 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $17 Shares 172 Est. Cost $146.74 Unrealized -35.9%
KTB Kontoor Brands Inc 0.0%
Value ($000) $17 Shares 260 Est. Cost $85.73 Unrealized -24.6%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $17 Shares 150 Est. Cost $72.00 Unrealized
FAST Fastenal CO CORP COMMON 0.0%
Value ($000) $17 Shares 400 Est. Cost $38.48 Unrealized +4.2%
ES Eversource Energy Corp 0.0%
Value ($000) $17 Shares 262 Est. Cost $58.84 Unrealized +1.8%
AMTM Amentum Holdings Inc. Ordinary Shares 0.0%
Value ($000) $16 Shares 695 Est. Cost $25.57 Unrealized -18.3%
XLP SPDR Consumer Staples Select Sector ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.81 Unrealized
AGEN Agenus Inc NEW 0.0%
Value ($000) $16 Shares 3,530 Est. Cost $7.49 Unrealized -53.7%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $16 Shares 624 Est. Cost $36.94 Unrealized
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $15 Shares 236 Est. Cost $42.14 Unrealized +37.5%
FXU First Trust Utilities Alphadex ETF 0.0%
Value ($000) $15 Shares 346 Est. Cost $42.38 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $14 Shares 135 Est. Cost $110.34 Unrealized -24.6%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $13 Shares 632 Est. Cost $20.44 Unrealized -19.4%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $13 Shares 333 Est. Cost $54.72 Unrealized
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $13 Shares 51 Est. Cost $250.69 Unrealized -5.4%
NOW ServiceNow Inc 0.0%
Value ($000) $12 Shares 12 Est. Cost $189.34 Unrealized -0.4%
NVS Novartis AG 0.0%
Value ($000) $12 Shares 100 Est. Cost $101.81 Unrealized
OKE ONEOK Inc. 0.0%
Value ($000) $12 Shares 147 Est. Cost $58.98 Unrealized +36.8%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $11 Shares 20 Est. Cost $526.61 Unrealized 0.0%
YUM Yum! Brands, Inc. 0.0%
Value ($000) $11 Shares 74 Est. Cost $136.57 Unrealized +5.6%
NATL NCR Atleos Corp 0.0%
Value ($000) $11 Shares 379 Est. Cost $26.97 Unrealized 0.0%
SOLV Solventum Corp 0.0%
Value ($000) $10 Shares 136 Est. Cost $60.70 Unrealized +16.7%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $10 Shares 38 Est. Cost $248.61 Unrealized -4.4%
ALK Alaska Air Group 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.43 Unrealized +14.5%
BIDU Baidu Inc ADR 0.0%
Value ($000) $10 Shares 115 Est. Cost $134.35 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.13 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $9 Shares 125 Est. Cost $77.74 Unrealized -10.5%
VYX NCR Corporation 0.0%
Value ($000) $9 Shares 760 Est. Cost $10.11 Unrealized 0.0%
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.0%
Value ($000) $9 Shares 104 Est. Cost $77.92 Unrealized
IVLU iShares MSCI Intl Value Factor ETF 0.0%
Value ($000) $9 Shares 259 Est. Cost $30.31 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd Corp Com 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.82 Unrealized -9.7%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $8 Shares 43 Est. Cost $126.73 Unrealized +21.2%
CC The Chemours Company 0.0%
Value ($000) $8 Shares 699 Est. Cost $18.84 Unrealized -41.2%
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 88 Est. Cost $89.22 Unrealized
VOD Vodafone Group PLC New Sponsored ADR 0.0%
Value ($000) $8 Shares 732 Est. Cost $9.81 Unrealized
NMAX Newsmax Inc. Ordinary Shares - Class B 0.0%
Value ($000) $8 Shares 500 Est. Cost $26.20 Unrealized 0.0%
LIN Linde Plc Corp 0.0%
Value ($000) $8 Shares 16 Est. Cost $444.55 Unrealized +1.7%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $49.51 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $7 Shares 70 Est. Cost $111.87 Unrealized -8.5%
O Realty Income Corporation 0.0%
Value ($000) $7 Shares 122 Est. Cost $52.58 Unrealized +3.6%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $7 Shares 590 Est. Cost $20.57 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $7 Shares 647 Est. Cost $9.02 Unrealized
AIG American Intl Group Inc. 0.0%
Value ($000) $7 Shares 78 Est. Cost $76.16 Unrealized +7.7%
BSX Boston Scientific Corp. Ordinary Shares 0.0%
Value ($000) $7 Shares 62 Est. Cost $100.70 Unrealized +0.5%
HOG Harley Davidson Inc 0.0%
Value ($000) $6 Shares 268 Est. Cost $35.23 Unrealized -32.6%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $215.79 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.0%
Value ($000) $6 Shares 61 Est. Cost $97.48 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $6 Shares 163 Est. Cost $35.77 Unrealized -12.2%
KVUE Kenvue INC CORP COMMON 0.0%
Value ($000) $6 Shares 273 Est. Cost $21.38 Unrealized +3.6%
ASML ASML Holding NV ADR 0.0%
Value ($000) $6 Shares 7 Est. Cost $662.64 Unrealized
Unilever PLC Spon ADR 0.0%
Value ($000) $5 Shares 87 Est. Cost $59.55 Unrealized
BKR Baker Hughes Company 0.0%
Value ($000) $5 Shares 138 Est. Cost $34.17 Unrealized +9.1%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $191.04 Unrealized +0.1%
WRB W.R. Berkley Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 70 Est. Cost $59.72 Unrealized +17.1%
KHC Kraft Heinz Co. 0.0%
Value ($000) $5 Shares 196 Est. Cost $30.50 Unrealized -12.6%
JCI Johnson Controls International Plc 0.0%
Value ($000) $5 Shares 47 Est. Cost $81.59 Unrealized +12.4%
CBRL Cracker Barrel Old Country Store 0.0%
Value ($000) $5 Shares 78 Est. Cost $49.17 Unrealized +0.7%
UBER Uber Technologies Inc 0.0%
Value ($000) $5 Shares 51 Est. Cost $72.04 Unrealized +14.3%
RELX Relx Plc ADR 0.0%
Value ($000) $5 Shares 84 Est. Cost $50.40 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $5 Shares 50 Est. Cost $77.67 Unrealized +7.1%
USFD US Foods Holding Corp Ordinary Shares 0.0%
Value ($000) $5 Shares 59 Est. Cost $68.34 Unrealized +4.4%
RGA Reinsurance Group Of America Inc. 0.0%
Value ($000) $4 Shares 22 Est. Cost $207.27 Unrealized -5.8%
VTC Vanguard Total Corporate Bond ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $77.33 Unrealized
BJ BJ'S Wholesale Club Holdings Inc 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.97 Unrealized +10.6%
DKNG DraftKings Inc 0.0%
Value ($000) $4 Shares 98 Est. Cost $41.08 Unrealized -12.7%
INTU Intuit Inc 0.0%
Value ($000) $4 Shares 5 Est. Cost $597.47 Unrealized +12.9%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $4 Shares 21 Est. Cost $162.09 Unrealized +5.2%
WYY Widepoint Corp 0.0%
Value ($000) $4 Shares 1,103 Est. Cost $3.58 Unrealized 0.0%
PGR Progressive Corp OH 0.0%
Value ($000) $4 Shares 14 Est. Cost $245.29 Unrealized +5.0%
CSL Carlisle Companies Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $353.77 Unrealized +3.9%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 48 Est. Cost $96.69 Unrealized -35.6%
SAP SAP SE ADR 0.0%
Value ($000) $4 Shares 12 Est. Cost $268.44 Unrealized
KLAC Kla Corp 0.0%
Value ($000) $4 Shares 4 Est. Cost $714.90 Unrealized +4.7%
MAA Mid America Apartment Communities Inc 0.0%
Value ($000) $4 Shares 24 Est. Cost $153.24 Unrealized -0.5%
IHE Blackrock Institutional Trust US Pharmaceuticals ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $70.56 Unrealized
WBD Warner Bros Discovery Inc Class A 0.0%
Value ($000) $4 Shares 308 Est. Cost $10.56 Unrealized -11.7%
NLY Annaly Capital Management Inc Reit Corp 0.0%
Value ($000) $4 Shares 187 Est. Cost $18.81 Unrealized
DASH Doordash Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $188.06 Unrealized +6.7%
CPB The Campbell's Company 0.0%
Value ($000) $3 Shares 108 Est. Cost $40.14 Unrealized -14.5%
ARGX Argenx Se Spons Ads 0.0%
Value ($000) $3 Shares 6 Est. Cost $591.83 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 45 Est. Cost $68.05 Unrealized +2.8%
IBKR Interactive Brokers Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 56 Est. Cost $47.79 Unrealized -1.1%
CASY Casey`s General Stores, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 6 Est. Cost $408.03 Unrealized +12.5%
GDDY Godaddy Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 17 Est. Cost $191.07 Unrealized -6.1%
TDG Transdigm Group Inc 0.0%
Value ($000) $3 Shares 2 Est. Cost $1247.54 Unrealized +5.3%
MCO Moody's Corp Moodys 0.0%
Value ($000) $3 Shares 6 Est. Cost $478.56 Unrealized -3.7%
SBIO ALPS Medical Breakthroughs ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.58 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $3 Shares 19 Est. Cost $174.39 Unrealized -9.8%
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 22 Est. Cost $126.18 Unrealized -12.3%
MORN Morningstar Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 9 Est. Cost $314.89 Unrealized -6.0%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $90.90 Unrealized +0.3%
LAD Lithia Motors, Inc. Ordinary Shares - Class A 0.0%
Value ($000) $3 Shares 8 Est. Cost $340.53 Unrealized -9.2%
CTAS Cintas Corp 0.0%
Value ($000) $3 Shares 12 Est. Cost $197.78 Unrealized +8.3%
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 12 Est. Cost $176.27 Unrealized +19.3%
INVH Invitation Homes Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.11 Unrealized +4.8%
FR First Industrial Realty Trust, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 54 Est. Cost $53.96 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $3 Shares 34 Est. Cost $56.39 Unrealized +19.1%
ON On Semiconductor Corp 0.0%
Value ($000) $3 Shares 49 Est. Cost $50.33 Unrealized -13.6%
BRO Brown & Brown Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $111.13 Unrealized +0.7%
SAN Banco Santander SA ADR 0.0%
Value ($000) $3 Shares 307 Est. Cost $6.70 Unrealized
CDNS Cadence Design Systems Inc Corp 0.0%
Value ($000) $2 Shares 8 Est. Cost $278.09 Unrealized +4.6%
HII Huntington Ingalls Industries 0.0%
Value ($000) $2 Shares 10 Est. Cost $185.97 Unrealized +18.5%
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $223.35 Unrealized -0.1%
PUK Prudential Plc ADR 0.0%
Value ($000) $2 Shares 96 Est. Cost $21.50 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $2 Shares 54 Est. Cost $43.38 Unrealized -11.3%
ATR Aptargroup Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.38 Unrealized +0.6%
TTC Toro Co. Ordinary Shares 0.0%
Value ($000) $2 Shares 33 Est. Cost $79.05 Unrealized -10.2%
CBOE Cboe Global Markets Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $206.46 Unrealized +7.6%
FELC Fidelity Enhanced Large Cap Core ETF 0.0%
Value ($000) $2 Shares 67 Est. Cost $31.19 Unrealized
URI United Rentals, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 3 Est. Cost $682.18 Unrealized -2.5%
SEIC SEI Investments Co. Ordinary Shares 0.0%
Value ($000) $2 Shares 25 Est. Cost $79.45 Unrealized +0.4%
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost $171.00 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $101.38 Unrealized -0.5%
MPT Medical Properties Trust Inc Reit Corp 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.70 Unrealized
DLB Dolby Laboratories Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $79.86 Unrealized -7.9%
WTW Willis Towers Watson Public Limited Co Ordinary Shares 0.0%
Value ($000) $2 Shares 7 Est. Cost $322.30 Unrealized -4.6%
ARMK Aramark 0.0%
Value ($000) $2 Shares 51 Est. Cost $36.37 Unrealized +1.1%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $176.50 Unrealized
MPB Mid Penn Bancorp Inc 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.31 Unrealized 0.0%
GILD Gilead Sciences 0.0%
Value ($000) $2 Shares 19 Est. Cost $84.74 Unrealized +23.2%
PH Parker-hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $2 Shares 3 Est. Cost $648.59 Unrealized -3.1%
LKQ Lkq Corp COMMON 0.0%
Value ($000) $2 Shares 56 Est. Cost $38.39 Unrealized +1.5%
HEI/A Heico Corp. Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 8 Est. Cost $193.59 Unrealized +13.0%
SNPS Synopsys, Inc. Ordinary Shares 0.0%
Value ($000) $2 Shares 4 Est. Cost $485.80 Unrealized -4.1%
MKL Markel Group Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 1 Est. Cost $1677.38 Unrealized +11.8%
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $219.00 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc ADR 0.0%
Value ($000) $2 Shares 129 Est. Cost $15.46 Unrealized
BGS B&g Foods Inc 0.0%
Value ($000) $2 Shares 457 Est. Cost $4.59 Unrealized 0.0%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $2 Shares 46 Est. Cost $16.18 Unrealized +123.5%
RHI Robert Half Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 47 Est. Cost $60.97 Unrealized -25.3%
AJG Arthur J. Gallagher & Co. J 0.0%
Value ($000) $2 Shares 6 Est. Cost $313.31 Unrealized +4.5%
MAR Marriott International, Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $269.39 Unrealized -7.5%
CHH Choice Hotels International, Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $141.11 Unrealized -11.2%
PWR Quanta Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $288.64 Unrealized +11.1%
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $2 Shares 60 Est. Cost $29.57 Unrealized +1.4%
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $286.33 Unrealized +5.4%
CRH Crh Plc Ordinary Shares 0.0%
Value ($000) $2 Shares 20 Est. Cost $97.65 Unrealized -6.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $47.42 Unrealized -5.7%
Invesco Advantage Municipal Income II CEF 0.0%
Value ($000) $2 Shares 211 Est. Cost $8.37 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $194.78 Unrealized
CCEP Coca-Cola Europacific Partners PLC 0.0%
Value ($000) $2 Shares 19 Est. Cost $79.48 Unrealized +10.4%
PNR Pentair PLC 0.0%
Value ($000) $2 Shares 17 Est. Cost $94.52 Unrealized -1.7%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $73.64 Unrealized
HRB H&R Block Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $51.92 Unrealized +8.7%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.42 Unrealized
Invesco Municipal Opportunity Trust CEF 0.0%
Value ($000) $2 Shares 172 Est. Cost $9.18 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $1 Shares 12 Est. Cost $120.10 Unrealized +4.8%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $1 Shares 30 Est. Cost $56.28 Unrealized -0.6%
KKR Kkr & Co. Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $136.88 Unrealized -14.8%
BTI British American Tobacco PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.37 Unrealized
LYG Lloyds Banking Group PLC Spons ADR 0.0%
Value ($000) $1 Shares 329 Est. Cost $3.82 Unrealized
NTRS Northern Trust Corp COMMON 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.45 Unrealized -2.9%
MFG Mizuho Financial Group, Inc. ADR 0.0%
Value ($000) $1 Shares 248 Est. Cost $5.51 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $1 Shares 4 Est. Cost $262.23 Unrealized +31.4%
RDN Radian Group Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $31.72 Unrealized +3.4%
MTG Mgic Investment Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 47 Est. Cost $24.22 Unrealized +6.2%
SNY Sanofi SA ADR 0.0%
Value ($000) $1 Shares 26 Est. Cost $55.46 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $31.50 Unrealized +4.8%
UBS UBS Group AG 0.0%
Value ($000) $1 Shares 36 Est. Cost $33.35 Unrealized -7.2%
IT Gartner, Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 3 Est. Cost $492.81 Unrealized -15.1%
FISV Fiserv, Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $218.93 Unrealized -17.2%
STRUCTURAL MONITORING SYSTEMS CDI 0.0%
Value ($000) $1 Shares 4,421 Est. Cost $0.23 Unrealized
COR Amerisource Bergen Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $249.56 Unrealized +14.9%
BBVA Banco Bilbao Vizcaya Argentaria SA ADR 0.0%
Value ($000) $1 Shares 76 Est. Cost $13.62 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.28 Unrealized -14.7%
PAYX Paychex, Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $143.17 Unrealized +3.0%
CMTG Claros Mortgage Trust Inc 0.0%
Value ($000) $1 Shares 400 Est. Cost $11.08 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $166.88 Unrealized -8.5%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $280.00 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $701.46 Unrealized -16.5%
GEN Norton Lifelock Inc Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $26.99 Unrealized +0.2%
CBRE CBRE Group Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.89 Unrealized -6.9%
RACE Ferrari N.V. Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $449.66 Unrealized +3.3%
Invesco Investment Grade Municipals CEF 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.49 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.40 Unrealized
IX Orix Corporation ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.90 Unrealized
TM Toyota Motor Corp Spon ADR 0.0%
Value ($000) $1 Shares 5 Est. Cost $176.60 Unrealized
DFIC Dimensional International Core Eq 2 ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.07 Unrealized
WAB Westinghouse Air Brake Tech Co 0.0%
Value ($000) $1 Shares 4 Est. Cost $188.75 Unrealized +1.5%
DB Deutsche Bank Ag N CORP COMMON 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.41 Unrealized +27.4%
CHTR Charter Communications Inc A 0.0%
Value ($000) $1 Shares 2 Est. Cost $357.69 Unrealized +7.0%
RSG Republic Services Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $221.89 Unrealized +10.5%
MPWR Monolithic Power System Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 1 Est. Cost $624.99 Unrealized +1.4%
TMUS T-Mobile US Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.03 Unrealized -0.6%
AS Amer Sports Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.58 Unrealized +4.0%
TRGP Targa Resources Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 4 Est. Cost $194.68 Unrealized -15.0%
OGN Organon & Co Corp 0.0%
Value ($000) $1 Shares 68 Est. Cost $17.57 Unrealized -41.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.96 Unrealized -8.0%
VRT Vertiv Holdings Co 0.0%
Value ($000) $1 Shares 5 Est. Cost $106.29 Unrealized -8.6%
SE Sea Ltd Ads Rep 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.50 Unrealized
VGLT Vanguard Long-Term Treasury ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $56.09 Unrealized
AYI Acuity Brands, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $301.63 Unrealized -14.3%
ESGE iShares ESG Aware MSCI EM ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $39.20 Unrealized
BCS Barclays PLC ADR 0.0%
Value ($000) $1 Shares 31 Est. Cost $15.35 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $228.51 Unrealized +8.5%
FLUT Flutter Entertainment Plc Ordinary Shares 0.0%
Value ($000) $1 Shares 2 Est. Cost $259.01 Unrealized -5.3%
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $249.61 Unrealized +1.1%
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.22 Unrealized -12.5%
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $158.03 Unrealized +1.4%
HIG Hartford Financial Services Group 0.0%
Value ($000) $1 Shares 4 Est. Cost $112.93 Unrealized +8.8%
G Genpact Ltd Ordinary Shares 0.0%
Value ($000) $0 Shares 11 Est. Cost $49.07 Unrealized -8.4%
WDAY Workday Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $255.22 Unrealized -4.6%
PCAR Paccar Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $102.95 Unrealized -12.1%
IHG Intercontinental Hotels Group Plc Hotel ADR Rep 1 CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $109.50 Unrealized
DFEM Dimensional Emerging Markets Cr Eq 2 ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.71 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.46 Unrealized +21.9%
VGIT Vanguard Intmdt-Term Trs ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.83 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.45 Unrealized -18.6%
PODD Insulet Corporation Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $270.64 Unrealized +6.6%
AMC AMC Entertainment Holdings Inc Cl A 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.97 Unrealized 0.0%
SPHY SPDR Portfolio High Yield Bond ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $23.77 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.05 Unrealized -1.9%
DFSV Dimensional US Small Cap Value ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.44 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.00 Unrealized
DBRG Digitalbridge Group Inc 0.0%
Value ($000) $0 Shares 21 Est. Cost $9.51 Unrealized 0.0%
TFC Truist Financial Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.31 Unrealized -3.3%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $4.73 Unrealized -18.1%
NIO NIO Inc. 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.80 Unrealized
GRPN Groupon Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.50 Unrealized 0.0%
ASIX Advansix Inc Com 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.20 Unrealized -24.2%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.30 Unrealized +21.2%
PLUG Plug Power Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.00 Unrealized 0.0%
VRED Virtual Ed Link Inc 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $0.00 Unrealized 0.0%
Contra Zynerba Pharmac Com 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Bitcoin Services Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost Unrealized
Argex Titanium Inc 0.0%
Value ($000) $0 Shares 600 Est. Cost Unrealized
EVSO Evolution Solar Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Fisker Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Esc John Hancock Exchange Traded Fd Tr Multifactor Utils Etf 0.0%
Value ($000) $0 Shares 84 Est. Cost Unrealized
RedHawk Holdings Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
SLNX Solanbridge Group Inc 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.00 Unrealized 0.0%
TTCFQ Tattooed Chef Inc. COM USD0.0001 CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.00 Unrealized 0.0%
Adarna Energy Corp 0.0%
Value ($000) $0 Shares 999 Est. Cost Unrealized
Escrow Altegrity Inc Com 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
GBXI Gbx International Group Inc COM USD 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%