Kendall Capital Management Diversified Active

CIK: 0001731372 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $208 (100.0% shares, 0.0% debt)

Holdings (185)

JPST JPMorgan Ultra Short Income ETF 4.2%
Value ($000) $9 Shares 173,793 Est. Cost $46.78 Unrealized
OMC Omnicom Group Incorporated 3.1%
Value ($000) $7 Shares 69,452 Est. Cost $54.09 Unrealized +48.6%
SMMD Ishares Russell 2500 ETF 3.1%
Value ($000) $7 Shares 118,576 Est. Cost $39.55 Unrealized
VSEC Vse Corporation 3.0%
Value ($000) $6 Shares 140,239 Est. Cost $47.34 Unrealized +5.3%
ABBV Abbvie Inc 2.4%
Value ($000) $5 Shares 31,509 Est. Cost $67.12 Unrealized +105.8%
VV Vanguard Large-Cap ETF 2.0%
Value ($000) $4 Shares 22,252 Est. Cost $122.59 Unrealized
CDW Cdw Corp 1.9%
Value ($000) $4 Shares 20,090 Est. Cost $88.23 Unrealized +114.5%
TDTF FlexShares iBoxx 5-Yr Target Duration TIPS Index 1.8%
Value ($000) $4 Shares 152,179 Est. Cost $26.43 Unrealized
AVGO Broadcom Ltd 1.8%
Value ($000) $4 Shares 5,792 Est. Cost $29.10 Unrealized +97.9%
VO Vanguard Mid-Cap ETF 1.7%
Value ($000) $4 Shares 16,701 Est. Cost $162.44 Unrealized
AAPL Apple Inc. 1.6%
Value ($000) $3 Shares 20,517 Est. Cost $91.81 Unrealized +58.5%
KLAC Kla-Tencor Corp 1.6%
Value ($000) $3 Shares 8,476 Est. Cost $98.80 Unrealized +288.0%
ARW Arrow Electronics Inc 1.6%
Value ($000) $3 Shares 26,770 Est. Cost $83.84 Unrealized +41.4%
BMY Bristol-Myers Squibb Company 1.5%
Value ($000) $3 Shares 44,834 Est. Cost $48.25 Unrealized +27.5%
CSGS CSG Systems Intl Inc 1.4%
Value ($000) $3 Shares 55,085 Est. Cost $41.99 Unrealized +26.9%
BWA Borgwarner Inc. 1.2%
Value ($000) $3 Shares 52,850 Est. Cost $30.34 Unrealized +31.2%
ZD Ziff Davis Inc 1.2%
Value ($000) $3 Shares 32,438 Est. Cost $74.06 Unrealized +10.7%
REGN Regeneron Pharmaceuticals Inc 1.2%
Value ($000) $3 Shares 3,080 Est. Cost $463.56 Unrealized +61.8%
VCTR Victory Capital Holdings 1.2%
Value ($000) $2 Shares 84,419 Est. Cost $27.62 Unrealized +0.1%
HPQ Hp Inc 1.1%
Value ($000) $2 Shares 76,525 Est. Cost $27.06 Unrealized -4.9%
EQH Equitable Holdings Inc 1.1%
Value ($000) $2 Shares 87,449 Est. Cost $20.93 Unrealized +31.1%
PFE Pfizer Inc. 1.0%
Value ($000) $2 Shares 50,841 Est. Cost $30.08 Unrealized +21.5%
IWC Ishares Micro Cap ETF 1.0%
Value ($000) $2 Shares 19,768 Est. Cost $119.85 Unrealized
PAG Penske Automotive Group 1.0%
Value ($000) $2 Shares 14,385 Est. Cost $94.93 Unrealized +40.2%
COR Amerisourcebergen Corporation 1.0%
Value ($000) $2 Shares 12,709 Est. Cost $84.88 Unrealized +82.1%
MRK Merck & Co. , Inc. 1.0%
Value ($000) $2 Shares 18,685 Est. Cost $64.07 Unrealized +54.0%
TGNA Tegna Inc 0.9%
Value ($000) $2 Shares 116,725 Est. Cost $19.26 Unrealized -2.9%
ORLY O'Reilly Automotive, Inc. 0.9%
Value ($000) $2 Shares 2,279 Est. Cost $21.01 Unrealized +160.8%
AVT Avnet Inc 0.8%
Value ($000) $2 Shares 38,639 Est. Cost $38.04 Unrealized +8.6%
ACN Accenture Plc 0.8%
Value ($000) $2 Shares 6,098 Est. Cost $129.15 Unrealized +102.4%
CBNK Capital Bancorp Inc MD 0.8%
Value ($000) $2 Shares 101,690 Est. Cost $21.39 Unrealized -8.9%
OMF Onemain Holdings Inc 0.8%
Value ($000) $2 Shares 45,213 Est. Cost $35.22 Unrealized +14.1%
GOOGL Alphabet Inc 0.8%
Value ($000) $2 Shares 15,830 Est. Cost $107.37 Unrealized -11.3%
AN Autonation, Inc. 0.8%
Value ($000) $2 Shares 12,205 Est. Cost $69.69 Unrealized +84.2%
URI United Rentals, Inc. 0.8%
Value ($000) $2 Shares 4,120 Est. Cost $143.75 Unrealized +183.6%
CBRE CBRE Group Inc- A 0.8%
Value ($000) $2 Shares 22,065 Est. Cost $45.39 Unrealized +80.0%
VTI Vanguard Total Stock Mkt ETF 0.8%
Value ($000) $2 Shares 7,870 Est. Cost $142.03 Unrealized
NXST Nexstar Media Group Inc 0.7%
Value ($000) $2 Shares 8,944 Est. Cost $127.99 Unrealized +27.7%
HCA Hca Healthcare Inc 0.7%
Value ($000) $2 Shares 5,800 Est. Cost $80.54 Unrealized +207.9%
Walgreens Boots Alliance Inc 0.7%
Value ($000) $1 Shares 43,338 Est. Cost $46.96 Unrealized
UNM Unum Group 0.7%
Value ($000) $1 Shares 36,345 Est. Cost $26.13 Unrealized +58.1%
COHU Cohu Inc 0.7%
Value ($000) $1 Shares 36,805 Est. Cost $28.80 Unrealized +25.7%
TXN Texas Instruments Incorporated 0.7%
Value ($000) $1 Shares 7,493 Est. Cost $138.26 Unrealized +16.7%
JXN Jackson Financial Inc 0.7%
Value ($000) $1 Shares 36,455 Est. Cost $31.81 Unrealized +12.7%
M.D.C Holding Inc 0.7%
Value ($000) $1 Shares 35,050 Est. Cost $29.96 Unrealized
UPBD Upbound Group Inc 0.6%
Value ($000) $1 Shares 55,100 Est. Cost $34.82 Unrealized -26.1%
MA Mastercard, Inc. 0.6%
Value ($000) $1 Shares 3,715 Est. Cost $187.63 Unrealized +90.5%
DELL Dell Technologies Inc 0.6%
Value ($000) $1 Shares 33,190 Est. Cost $39.67 Unrealized -4.0%
VWO Vanguard FTSE Emerg Mkts ETF 0.6%
Value ($000) $1 Shares 32,984 Est. Cost $0.04 Unrealized
CMI Cummins Inc. 0.6%
Value ($000) $1 Shares 5,567 Est. Cost $136.14 Unrealized +67.4%
ACI Albertsons Co Shs Class 0.6%
Value ($000) $1 Shares 63,749 Est. Cost $15.61 Unrealized +22.1%
MED Medifast Inc 0.6%
Value ($000) $1 Shares 12,670 Est. Cost $155.15 Unrealized -32.4%
CBOE Cboe Global Mkts Inc 0.6%
Value ($000) $1 Shares 9,570 Est. Cost $91.33 Unrealized +33.3%
Hillenbrand Inc 0.6%
Value ($000) $1 Shares 26,755 Est. Cost $44.75 Unrealized
CMRE Costamare Inc 0.6%
Value ($000) $1 Shares 132,527 Est. Cost $10.29 Unrealized -11.9%
VLO Valero Energy Corporation 0.6%
Value ($000) $1 Shares 8,619 Est. Cost $61.55 Unrealized +99.8%
IWF iShares Russell 1000 Growth ETF 0.6%
Value ($000) $1 Shares 4,910 Est. Cost $133.27 Unrealized
WU Western Union Company 0.5%
Value ($000) $1 Shares 102,044 Est. Cost $20.56 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $1 Shares 7,266 Est. Cost $120.82 Unrealized +22.4%
CSCO Cisco Systems Incorporated 0.5%
Value ($000) $1 Shares 21,095 Est. Cost $30.88 Unrealized +45.3%
SLM SLM Corp 0.5%
Value ($000) $1 Shares 87,670 Est. Cost $10.20 Unrealized +44.8%
CIVI Civitas Resources Inc Ord 0.5%
Value ($000) $1 Shares 15,835 Est. Cost $49.04 Unrealized +3.4%
AMGN Amgen Inc. 0.5%
Value ($000) $1 Shares 4,471 Est. Cost $143.68 Unrealized +55.9%
NSC Norfolk Southern Corporation 0.5%
Value ($000) $1 Shares 5,087 Est. Cost $117.66 Unrealized +84.2%
CVS CVS Health Corp 0.5%
Value ($000) $1 Shares 13,599 Est. Cost $57.01 Unrealized +31.9%
F Ford Motor Company 0.5%
Value ($000) $1 Shares 79,820 Est. Cost $10.29 Unrealized -0.8%
INTC Intel Corporation 0.5%
Value ($000) $1 Shares 30,688 Est. Cost $42.75 Unrealized -35.6%
R Ryder System Inc 0.5%
Value ($000) $1 Shares 11,207 Est. Cost $79.84 Unrealized +15.3%
HPE Hewlett Packard Enterprise Co 0.5%
Value ($000) $1 Shares 62,720 Est. Cost $12.95 Unrealized +11.7%
FISV Fiserv, Inc. 0.5%
Value ($000) $1 Shares 8,820 Est. Cost $82.88 Unrealized +32.7%
Discover Financial Services 0.5%
Value ($000) $1 Shares 9,975 Est. Cost $67.90 Unrealized
CG Carlyle Group Lp 0.5%
Value ($000) $1 Shares 31,432 Est. Cost $29.70 Unrealized +1.2%
TMHC Taylor Morrison Home Corp 0.5%
Value ($000) $1 Shares 25,495 Est. Cost $23.13 Unrealized +51.9%
DTD WisdomTree US Total Dividend ETF 0.5%
Value ($000) $1 Shares 16,080 Est. Cost $79.41 Unrealized
THO Thor Industries Incorporated 0.5%
Value ($000) $1 Shares 12,129 Est. Cost $88.19 Unrealized -6.0%
EVR Evercore Inc 0.4%
Value ($000) $1 Shares 7,945 Est. Cost $124.92 Unrealized -5.1%
WERN Werner Enterprises Inc 0.4%
Value ($000) $1 Shares 20,135 Est. Cost $37.05 Unrealized +22.6%
GLDM SPDR Gold Minishares ETV 0.4%
Value ($000) $1 Shares 22,940 Est. Cost $37.66 Unrealized
GUNR FlexShares Global Upstream Natural Resources Index ETF 0.4%
Value ($000) $1 Shares 20,950 Est. Cost $33.15 Unrealized
NAVI Navient Corp 0.4%
Value ($000) $1 Shares 55,440 Est. Cost $11.36 Unrealized +53.5%
BLDR Builders Firstsource Inc 0.4%
Value ($000) $1 Shares 9,565 Est. Cost $65.80 Unrealized +20.4%
SPLV PowerShares S&P 500 Low Volatility ETF 0.4%
Value ($000) $1 Shares 13,500 Est. Cost $47.39 Unrealized
MEDP Medpace Holdings Inc 0.4%
Value ($000) $1 Shares 4,420 Est. Cost $92.14 Unrealized +124.5%
CMCSA Comcast Corporation 0.4%
Value ($000) $1 Shares 21,845 Est. Cost $33.56 Unrealized +3.2%
DIOD Diodes Inc 0.4%
Value ($000) $1 Shares 8,845 Est. Cost $72.75 Unrealized +23.1%
CRUS Cirrus Logic Inc 0.4%
Value ($000) $1 Shares 7,490 Est. Cost $74.00 Unrealized +31.5%
UGI Ugi Corporation 0.4%
Value ($000) $1 Shares 23,388 Est. Cost $39.67 Unrealized -4.4%
AMN Amn Healthcare Services Inc 0.4%
Value ($000) $1 Shares 9,635 Est. Cost $102.55 Unrealized -8.2%
QSR Restaurant Brands International Inc. 0.4%
Value ($000) $1 Shares 11,780 Est. Cost $58.10 Unrealized +12.2%
CALM Cal Maine Foods, Inc. 0.4%
Value ($000) $1 Shares 12,995 Est. Cost $45.61 Unrealized 0.0%
TAP Molson Coors Beverages Co B 0.4%
Value ($000) $1 Shares 15,285 Est. Cost $37.27 Unrealized +26.6%
PRGS Progress Software Corp 0.4%
Value ($000) $1 Shares 13,675 Est. Cost $42.95 Unrealized +29.8%
Vista Outdoor Inc 0.4%
Value ($000) $1 Shares 28,213 Est. Cost $30.23 Unrealized
SPGI S&P Global Inc 0.4%
Value ($000) $1 Shares 2,266 Est. Cost $172.17 Unrealized +99.6%
VTRS Viatris Inc 0.4%
Value ($000) $1 Shares 81,236 Est. Cost $9.09 Unrealized +6.6%
SFM Sprouts Farmers Market Inc 0.4%
Value ($000) $1 Shares 22,135 Est. Cost $22.94 Unrealized +41.1%
FHI Federated Hermes Inc 0.3%
Value ($000) $1 Shares 18,105 Est. Cost $25.17 Unrealized +37.2%
AES Aes Corp 0.3%
Value ($000) $1 Shares 30,132 Est. Cost $8.70 Unrealized +157.2%
UNP Union Pacific Corporation 0.3%
Value ($000) $1 Shares 3,607 Est. Cost $109.69 Unrealized +72.7%
DGX Quest Diagnostics Incorporated 0.3%
Value ($000) $1 Shares 5,105 Est. Cost $124.58 Unrealized +8.5%
REZ Ishares Residential REITs ETF 0.3%
Value ($000) $1 Shares 10,136 Est. Cost $72.62 Unrealized
NUS Nu Skin Enterprises, Inc A 0.3%
Value ($000) $1 Shares 17,905 Est. Cost $41.78 Unrealized -10.5%
MO Altria Group, Inc. 0.3%
Value ($000) $1 Shares 15,097 Est. Cost $26.45 Unrealized +37.2%
MGA Magna International Inc 0.3%
Value ($000) $1 Shares 12,540 Est. Cost $41.99 Unrealized +23.6%
HZO Marinemax Inc 0.3%
Value ($000) $1 Shares 21,920 Est. Cost $50.40 Unrealized -37.6%
World Wrestling Entertainment Inc 0.3%
Value ($000) $1 Shares 6,835 Est. Cost $50.61 Unrealized
XOM Exxon Mobil Corporation 0.3%
Value ($000) $1 Shares 5,257 Est. Cost $57.15 Unrealized +75.3%
QRVO Qorvo Inc 0.3%
Value ($000) $1 Shares 5,660 Est. Cost $146.83 Unrealized -30.9%
ECPG Encore Capital Group 0.3%
Value ($000) $1 Shares 11,365 Est. Cost $51.77 Unrealized +1.0%
AMG Affiliated Managers Group Inc 0.3%
Value ($000) $1 Shares 3,975 Est. Cost $150.69 Unrealized +4.8%
JAZZ Jazz Pharmaceutical 0.3%
Value ($000) $1 Shares 3,860 Est. Cost $137.47 Unrealized +7.6%
MLI Mueller Industries Inc 0.3%
Value ($000) $1 Shares 7,495 Est. Cost $25.69 Unrealized +30.7%
DAR Darling Ingredients Inc 0.3%
Value ($000) $1 Shares 9,110 Est. Cost $17.43 Unrealized +260.6%
VST Vistra Energy Corp 0.2%
Value ($000) $1 Shares 21,405 Est. Cost $16.92 Unrealized +31.3%
SciPlay Corp 0.2%
Value ($000) $1 Shares 30,175 Est. Cost $13.57 Unrealized
ABR Arbor Realty Trust 0.2%
Value ($000) $1 Shares 44,415 Est. Cost $12.69 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $0 Shares 2,628 Est. Cost $163.11 Unrealized
LYB Lyondellbasell Industries Nv 0.2%
Value ($000) $0 Shares 5,290 Est. Cost $64.69 Unrealized +17.9%
GPI Group 1 Automotive Inc 0.2%
Value ($000) $0 Shares 2,190 Est. Cost $155.90 Unrealized +36.1%
OGN Organon & Co 0.2%
Value ($000) $0 Shares 20,397 Est. Cost $27.12 Unrealized -14.2%
MTH Meritage Homes Corp 0.2%
Value ($000) $0 Shares 3,965 Est. Cost $40.46 Unrealized +32.9%
INVA Innoviva Inc 0.2%
Value ($000) $0 Shares 40,415 Est. Cost $17.13 Unrealized -29.2%
LEA Lear Corporation 0.2%
Value ($000) $0 Shares 3,211 Est. Cost $130.72 Unrealized -2.2%
SJM J M Smucker Co 0.2%
Value ($000) $0 Shares 2,795 Est. Cost $100.50 Unrealized +36.4%
IBM International Business Machine 0.2%
Value ($000) $0 Shares 3,305 Est. Cost $101.22 Unrealized +19.3%
PII Polaris Industries 0.2%
Value ($000) $0 Shares 3,850 Est. Cost $127.95 Unrealized -13.4%
MPT Medical Properties Trust Inc 0.2%
Value ($000) $0 Shares 50,920 Est. Cost $0.01 Unrealized
NFG National Fuel Gas Co 0.2%
Value ($000) $0 Shares 7,175 Est. Cost $62.91 Unrealized -7.9%
OC Owens Corning Fiberglas 0.2%
Value ($000) $0 Shares 4,085 Est. Cost $85.06 Unrealized +11.3%
AMCX Amc Networks Inc 0.2%
Value ($000) $0 Shares 21,705 Est. Cost $41.70 Unrealized -55.1%
VT Vanguard Total World Stock ETF 0.2%
Value ($000) $0 Shares 4,085 Est. Cost $0.09 Unrealized
MU Micron Technology 0.2%
Value ($000) $0 Shares 5,955 Est. Cost $56.91 Unrealized +1.5%
GEN NortonLifeLock Inc 0.2%
Value ($000) $0 Shares 20,870 Est. Cost $23.80 Unrealized -20.7%
Brookfield Infrastructure Corp 0.2%
Value ($000) $0 Shares 7,575 Est. Cost $42.47 Unrealized
UCTT Ultra Clean Holdings Inc 0.2%
Value ($000) $0 Shares 10,430 Est. Cost $33.07 Unrealized 0.0%
MCK Mckesson Corporation 0.2%
Value ($000) $0 Shares 970 Est. Cost $214.77 Unrealized +65.8%
TSN Tyson Foods, Inc. 0.2%
Value ($000) $0 Shares 5,805 Est. Cost $55.37 Unrealized +0.1%
ADEA Xperi Holding Corp 0.2%
Value ($000) $0 Shares 38,556 Est. Cost $6.34 Unrealized +49.7%
T At&T Inc. 0.2%
Value ($000) $0 Shares 17,517 Est. Cost $15.34 Unrealized +6.7%
Fleetcor Technologies Inc 0.2%
Value ($000) $0 Shares 1,595 Est. Cost $191.74 Unrealized
WLY John Wiley & Sons Inc CL A 0.2%
Value ($000) $0 Shares 8,615 Est. Cost $37.40 Unrealized +2.1%
WGO Winnebago Industries Inc 0.2%
Value ($000) $0 Shares 5,715 Est. Cost $71.86 Unrealized -15.1%
KHC Kraft Heinz Co 0.2%
Value ($000) $0 Shares 8,458 Est. Cost $24.13 Unrealized +41.7%
Bunge Limited 0.2%
Value ($000) $0 Shares 3,390 Est. Cost $0.10 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $0 Shares 1,953 Est. Cost $101.75 Unrealized +45.9%
BHF Brighthouse Financial Inc 0.1%
Value ($000) $0 Shares 7,050 Est. Cost $33.38 Unrealized +57.4%
HCC Warrior Met Coal Inc 0.1%
Value ($000) $0 Shares 8,400 Est. Cost $35.60 Unrealized +3.9%
Beacon Roofing Supply Inc 0.1%
Value ($000) $0 Shares 5,100 Est. Cost $57.61 Unrealized
CACI CACI International Inc 0.1%
Value ($000) $0 Shares 994 Est. Cost $246.02 Unrealized +19.8%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $0 Shares 1,913 Est. Cost $116.57 Unrealized
RDN Radian Group Inc 0.1%
Value ($000) $0 Shares 12,980 Est. Cost $17.90 Unrealized +8.5%
Lam Research Corp 0.1%
Value ($000) $0 Shares 540 Est. Cost $324.19 Unrealized
Hibbett Sports Inc 0.1%
Value ($000) $0 Shares 4,825 Est. Cost $80.43 Unrealized
Masonite Intl Corp 0.1%
Value ($000) $0 Shares 3,130 Est. Cost $107.67 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $0 Shares 2,215 Est. Cost $125.17 Unrealized -7.0%
GPN Global Payments Inc. 0.1%
Value ($000) $0 Shares 2,618 Est. Cost $123.38 Unrealized -14.7%
MAS Masco Corp 0.1%
Value ($000) $0 Shares 5,435 Est. Cost $57.31 Unrealized -14.7%
PBF PBF Energy Inc 0.1%
Value ($000) $0 Shares 6,020 Est. Cost $42.12 Unrealized 0.0%
MSFT Microsoft Corporation 0.1%
Value ($000) $0 Shares 903 Est. Cost $189.91 Unrealized +31.4%
NVS Novartis Ag 0.1%
Value ($000) $0 Shares 2,770 Est. Cost $83.77 Unrealized
AZN Astrazeneca Plc 0.1%
Value ($000) $0 Shares 3,641 Est. Cost $59.98 Unrealized
CAH Cardinal Health, Inc. 0.1%
Value ($000) $0 Shares 3,345 Est. Cost $59.26 Unrealized +20.7%
BLMN Bloomin Brands Inc 0.1%
Value ($000) $0 Shares 9,670 Est. Cost $18.70 Unrealized +15.4%
VNQ Vanguard Real Estate Index Fund ETF 0.1%
Value ($000) $0 Shares 2,987 Est. Cost $75.13 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $0 Shares 2,653 Est. Cost $49.62 Unrealized +70.9%
TGT Target Corporation 0.1%
Value ($000) $0 Shares 1,431 Est. Cost $48.06 Unrealized +209.2%
DHI D R Horton Co 0.1%
Value ($000) $0 Shares 2,428 Est. Cost $78.10 Unrealized +18.8%
GNRC Generac Holding, Inc. 0.1%
Value ($000) $0 Shares 2,170 Est. Cost $55.73 Unrealized +107.6%
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $0 Shares 4,245 Est. Cost $51.22 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $0 Shares 1,017 Est. Cost $171.45 Unrealized
SYK Stryker Corporation 0.1%
Value ($000) $0 Shares 802 Est. Cost $257.74 Unrealized 0.0%
VSH Vishay Intertechnology Inc 0.1%
Value ($000) $0 Shares 10,085 Est. Cost $20.68 Unrealized 0.0%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $0 Shares 3,139 Est. Cost $0.07 Unrealized
VECO Veeco Instruments Inc. 0.1%
Value ($000) $0 Shares 10,390 Est. Cost $20.57 Unrealized 0.0%
DHR Danaher Corporation 0.1%
Value ($000) $0 Shares 860 Est. Cost $78.23 Unrealized +186.5%
IWP iShares Russell Mid Growth ETF 0.1%
Value ($000) $0 Shares 2,344 Est. Cost $0.09 Unrealized
CSX Csx Corporation 0.1%
Value ($000) $0 Shares 7,044 Est. Cost $27.48 Unrealized +7.2%
JPM Jpmorgan Chase & Co. 0.1%
Value ($000) $0 Shares 1,596 Est. Cost $117.65 Unrealized +8.9%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $0 Shares 2,211 Est. Cost $0.09 Unrealized
CCSI Consensus Cloud Solution 0.1%
Value ($000) $0 Shares 5,923 Est. Cost $60.83 Unrealized -20.9%
LC Lendingclub Corp 0.1%
Value ($000) $0 Shares 23,405 Est. Cost $13.90 Unrealized -35.9%
XPER Xperi Inc 0.1%
Value ($000) $0 Shares 12,060 Est. Cost $11.44 Unrealized -8.9%
ACEL Accel Entertainment Inc CL A1 0.1%
Value ($000) $0 Shares 13,325 Est. Cost $10.17 Unrealized -11.6%
Hanesbrands, Inc. 0.0%
Value ($000) $0 Shares 11,700 Est. Cost $14.80 Unrealized
BASA Basanite Inc 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $0.26 Unrealized -84.0%