Kendall Capital Management Diversified Active

CIK: 0001731372 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $228 (100.0% shares, 0.0% debt)

Holdings (195)

JPST JPMorgan Ultra Short Income ETF 3.7%
Value ($000) $8 Shares 168,331 Est. Cost $46.78 Unrealized
VSEC Vse Corporation 3.4%
Value ($000) $8 Shares 140,239 Est. Cost $47.34 Unrealized +0.8%
SMMD Ishares Russell 2500 ETF 3.3%
Value ($000) $7 Shares 130,227 Est. Cost $36.01 Unrealized
OMC Omnicom Group Incorporated 2.9%
Value ($000) $7 Shares 68,577 Est. Cost $54.09 Unrealized +56.9%
AVGO Broadcom Ltd 2.2%
Value ($000) $5 Shares 5,916 Est. Cost $29.93 Unrealized +129.7%
VV Vanguard Large-Cap ETF 2.0%
Value ($000) $5 Shares 22,252 Est. Cost $122.59 Unrealized
ABBV Abbvie Inc 1.9%
Value ($000) $4 Shares 32,240 Est. Cost $68.63 Unrealized +94.8%
KLAC Kla-Tencor Corp 1.8%
Value ($000) $4 Shares 8,247 Est. Cost $98.80 Unrealized +312.8%
AAPL Apple Inc. 1.7%
Value ($000) $4 Shares 20,292 Est. Cost $91.81 Unrealized +87.4%
ARW Arrow Electronics Inc 1.7%
Value ($000) $4 Shares 26,565 Est. Cost $83.84 Unrealized +48.5%
CDW Cdw Corp 1.7%
Value ($000) $4 Shares 20,645 Est. Cost $90.40 Unrealized +86.8%
VO Vanguard Mid-Cap ETF 1.6%
Value ($000) $4 Shares 16,701 Est. Cost $162.44 Unrealized
TDTF FlexShares iBoxx 5-Yr Target Duration TIPS Index 1.5%
Value ($000) $4 Shares 147,880 Est. Cost $26.43 Unrealized
BMY Bristol-Myers Squibb Company 1.3%
Value ($000) $3 Shares 45,109 Est. Cost $48.25 Unrealized +22.2%
CSGS CSG Systems Intl Inc 1.3%
Value ($000) $3 Shares 54,075 Est. Cost $41.99 Unrealized +14.6%
VCTR Victory Capital Holdings 1.2%
Value ($000) $3 Shares 90,244 Est. Cost $27.66 Unrealized +2.4%
COR Amerisourcebergen Corporation 1.1%
Value ($000) $3 Shares 13,429 Est. Cost $89.40 Unrealized +89.2%
BWA Borgwarner Inc. 1.1%
Value ($000) $3 Shares 52,790 Est. Cost $30.34 Unrealized +30.7%
EQH Equitable Holdings Inc 1.0%
Value ($000) $2 Shares 86,759 Est. Cost $20.93 Unrealized +13.2%
AVT Avnet Inc 1.0%
Value ($000) $2 Shares 45,254 Est. Cost $38.49 Unrealized +6.8%
PAG Penske Automotive Group 1.0%
Value ($000) $2 Shares 13,620 Est. Cost $94.93 Unrealized +52.8%
NXST Nexstar Media Group Inc 1.0%
Value ($000) $2 Shares 13,594 Est. Cost $134.94 Unrealized +9.9%
HPQ Hp Inc 1.0%
Value ($000) $2 Shares 73,100 Est. Cost $27.06 Unrealized +0.2%
MRK Merck & Co. , Inc. 1.0%
Value ($000) $2 Shares 19,145 Est. Cost $65.04 Unrealized +60.6%
IWC Ishares Micro Cap ETF 1.0%
Value ($000) $2 Shares 20,179 Est. Cost $117.41 Unrealized
REGN Regeneron Pharmaceuticals Inc 1.0%
Value ($000) $2 Shares 3,025 Est. Cost $463.56 Unrealized +65.4%
ORLY O'Reilly Automotive, Inc. 0.9%
Value ($000) $2 Shares 2,234 Est. Cost $21.01 Unrealized +190.7%
VTI Vanguard Total Stock Mkt ETF 0.9%
Value ($000) $2 Shares 9,077 Est. Cost $123.17 Unrealized
UNM Unum Group 0.9%
Value ($000) $2 Shares 41,635 Est. Cost $28.35 Unrealized +53.9%
AN Autonation, Inc. 0.9%
Value ($000) $2 Shares 12,045 Est. Cost $69.69 Unrealized +99.2%
OMF Onemain Holdings Inc 0.9%
Value ($000) $2 Shares 44,583 Est. Cost $35.22 Unrealized +10.8%
CBNK Capital Bancorp Inc MD 0.8%
Value ($000) $2 Shares 101,690 Est. Cost $21.39 Unrealized -23.4%
ACN Accenture Plc 0.8%
Value ($000) $2 Shares 5,943 Est. Cost $129.15 Unrealized +116.6%
URI United Rentals, Inc. 0.8%
Value ($000) $2 Shares 4,110 Est. Cost $143.75 Unrealized +151.1%
PFE Pfizer Inc. 0.8%
Value ($000) $2 Shares 49,331 Est. Cost $30.08 Unrealized +10.4%
GOOGL Alphabet Inc 0.8%
Value ($000) $2 Shares 15,085 Est. Cost $107.37 Unrealized +6.4%
UPBD Upbound Group Inc 0.8%
Value ($000) $2 Shares 56,810 Est. Cost $34.65 Unrealized -15.6%
CBRE CBRE Group Inc- A 0.8%
Value ($000) $2 Shares 21,860 Est. Cost $45.39 Unrealized +65.0%
HCA Hca Healthcare Inc 0.8%
Value ($000) $2 Shares 5,730 Est. Cost $80.54 Unrealized +237.8%
DELL Dell Technologies Inc 0.8%
Value ($000) $2 Shares 32,120 Est. Cost $39.67 Unrealized +10.6%
ZD Ziff Davis Inc 0.8%
Value ($000) $2 Shares 24,538 Est. Cost $74.06 Unrealized -7.6%
TGNA Tegna Inc 0.8%
Value ($000) $2 Shares 105,640 Est. Cost $19.26 Unrealized -15.4%
CIVI Civitas Resources Inc Ord 0.7%
Value ($000) $2 Shares 24,325 Est. Cost $51.40 Unrealized +8.6%
MA Mastercard, Inc. 0.7%
Value ($000) $2 Shares 4,210 Est. Cost $209.06 Unrealized +76.9%
M.D.C Holding Inc 0.7%
Value ($000) $2 Shares 35,330 Est. Cost $29.96 Unrealized
COHU Cohu Inc 0.7%
Value ($000) $2 Shares 36,655 Est. Cost $28.80 Unrealized +28.1%
CMI Cummins Inc. 0.6%
Value ($000) $1 Shares 5,952 Est. Cost $141.11 Unrealized +50.9%
FISV Fiserv, Inc. 0.6%
Value ($000) $1 Shares 11,543 Est. Cost $91.10 Unrealized +29.2%
HPE Hewlett Packard Enterprise Co 0.6%
Value ($000) $1 Shares 86,420 Est. Cost $13.29 Unrealized +6.8%
BLDR Builders Firstsource Inc 0.6%
Value ($000) $1 Shares 10,305 Est. Cost $69.06 Unrealized +61.0%
F Ford Motor Company 0.6%
Value ($000) $1 Shares 92,015 Est. Cost $10.34 Unrealized +3.4%
CALM Cal Maine Foods, Inc. 0.6%
Value ($000) $1 Shares 30,835 Est. Cost $43.56 Unrealized -3.4%
ACI Albertsons Co Shs Class 0.6%
Value ($000) $1 Shares 62,045 Est. Cost $15.61 Unrealized +23.7%
IWF iShares Russell 1000 Growth ETF 0.6%
Value ($000) $1 Shares 4,900 Est. Cost $133.27 Unrealized
JXN Jackson Financial Inc 0.6%
Value ($000) $1 Shares 43,830 Est. Cost $31.29 Unrealized -8.3%
Discover Financial Services 0.6%
Value ($000) $1 Shares 11,470 Est. Cost $59.06 Unrealized
VWO Vanguard FTSE Emerg Mkts ETF 0.6%
Value ($000) $1 Shares 32,729 Est. Cost $0.04 Unrealized
CMRE Costamare Inc 0.6%
Value ($000) $1 Shares 137,542 Est. Cost $10.22 Unrealized -18.7%
SLM SLM Corp 0.6%
Value ($000) $1 Shares 80,845 Est. Cost $10.20 Unrealized +49.3%
CBOE Cboe Global Mkts Inc 0.6%
Value ($000) $1 Shares 9,460 Est. Cost $91.33 Unrealized +45.5%
R Ryder System Inc 0.6%
Value ($000) $1 Shares 15,040 Est. Cost $80.48 Unrealized +2.3%
TXN Texas Instruments Incorporated 0.6%
Value ($000) $1 Shares 7,078 Est. Cost $138.26 Unrealized +15.1%
TMHC Taylor Morrison Home Corp 0.5%
Value ($000) $1 Shares 25,295 Est. Cost $23.13 Unrealized +86.1%
THO Thor Industries Incorporated 0.5%
Value ($000) $1 Shares 11,789 Est. Cost $88.19 Unrealized -9.5%
JNJ Johnson & Johnson 0.5%
Value ($000) $1 Shares 7,104 Est. Cost $120.82 Unrealized +23.2%
AMN Amn Healthcare Services Inc 0.5%
Value ($000) $1 Shares 10,345 Est. Cost $102.01 Unrealized -7.1%
Walgreens Boots Alliance Inc 0.5%
Value ($000) $1 Shares 39,275 Est. Cost $46.96 Unrealized
NSC Norfolk Southern Corporation 0.5%
Value ($000) $1 Shares 4,836 Est. Cost $117.66 Unrealized +70.2%
MED Medifast Inc 0.5%
Value ($000) $1 Shares 11,865 Est. Cost $155.15 Unrealized -44.7%
CSCO Cisco Systems Incorporated 0.5%
Value ($000) $1 Shares 21,073 Est. Cost $30.88 Unrealized +47.4%
VTRS Viatris Inc 0.5%
Value ($000) $1 Shares 109,156 Est. Cost $8.93 Unrealized -5.2%
Hillenbrand Inc 0.5%
Value ($000) $1 Shares 21,200 Est. Cost $44.75 Unrealized
WU Western Union Company 0.5%
Value ($000) $1 Shares 91,424 Est. Cost $20.56 Unrealized
AMGN Amgen Inc. 0.5%
Value ($000) $1 Shares 4,821 Est. Cost $148.76 Unrealized +43.6%
MEDP Medpace Holdings Inc 0.5%
Value ($000) $1 Shares 4,420 Est. Cost $92.14 Unrealized +125.4%
NAVI Navient Corp 0.4%
Value ($000) $1 Shares 54,800 Est. Cost $11.36 Unrealized +44.6%
TAP Molson Coors Beverages Co B 0.4%
Value ($000) $1 Shares 15,285 Est. Cost $37.27 Unrealized +52.4%
VLO Valero Energy Corporation 0.4%
Value ($000) $1 Shares 8,569 Est. Cost $61.55 Unrealized +74.2%
DTD WisdomTree US Total Dividend ETF 0.4%
Value ($000) $1 Shares 16,080 Est. Cost $79.41 Unrealized
EVR Evercore Inc 0.4%
Value ($000) $1 Shares 7,540 Est. Cost $124.92 Unrealized -11.6%
CMCSA Comcast Corporation 0.4%
Value ($000) $1 Shares 22,040 Est. Cost $33.56 Unrealized +9.2%
CVS CVS Health Corp 0.4%
Value ($000) $1 Shares 13,045 Est. Cost $57.01 Unrealized +12.8%
WERN Werner Enterprises Inc 0.4%
Value ($000) $1 Shares 19,705 Est. Cost $37.05 Unrealized +21.3%
CG Carlyle Group Lp 0.4%
Value ($000) $1 Shares 27,107 Est. Cost $29.70 Unrealized -10.3%
SPLV PowerShares S&P 500 Low Volatility ETF 0.4%
Value ($000) $1 Shares 13,500 Est. Cost $47.39 Unrealized
QSR Restaurant Brands International Inc. 0.4%
Value ($000) $1 Shares 10,920 Est. Cost $58.10 Unrealized +24.3%
GLDM SPDR Gold Minishares ETV 0.4%
Value ($000) $1 Shares 22,136 Est. Cost $37.66 Unrealized
PLAB Photronics Inc 0.4%
Value ($000) $1 Shares 32,080 Est. Cost $18.54 Unrealized 0.0%
GUNR FlexShares Global Upstream Natural Resources Index ETF 0.4%
Value ($000) $1 Shares 20,521 Est. Cost $33.15 Unrealized
DIOD Diodes Inc 0.4%
Value ($000) $1 Shares 8,795 Est. Cost $72.75 Unrealized +21.1%
SFM Sprouts Farmers Market Inc 0.4%
Value ($000) $1 Shares 22,135 Est. Cost $22.94 Unrealized +52.2%
SPGI S&P Global Inc 0.4%
Value ($000) $1 Shares 2,025 Est. Cost $172.17 Unrealized +107.8%
PRGS Progress Software Corp 0.3%
Value ($000) $1 Shares 13,675 Est. Cost $42.95 Unrealized +32.3%
MSFT Microsoft Corporation 0.3%
Value ($000) $1 Shares 2,269 Est. Cost $260.53 Unrealized +17.9%
INTC Intel Corporation 0.3%
Value ($000) $1 Shares 22,888 Est. Cost $42.75 Unrealized -28.1%
Vista Outdoor Inc 0.3%
Value ($000) $1 Shares 27,613 Est. Cost $30.23 Unrealized
HZO Marinemax Inc 0.3%
Value ($000) $1 Shares 21,285 Est. Cost $50.40 Unrealized -41.6%
REZ Ishares Residential REITs ETF 0.3%
Value ($000) $1 Shares 9,915 Est. Cost $72.62 Unrealized
MCK Mckesson Corporation 0.3%
Value ($000) $1 Shares 1,687 Est. Cost $284.80 Unrealized +33.3%
SciPlay Corp 0.3%
Value ($000) $1 Shares 35,080 Est. Cost $11.68 Unrealized
MO Altria Group, Inc. 0.3%
Value ($000) $1 Shares 15,097 Est. Cost $26.45 Unrealized +38.2%
UNP Union Pacific Corporation 0.3%
Value ($000) $1 Shares 3,300 Est. Cost $109.69 Unrealized +70.5%
FHI Federated Hermes Inc 0.3%
Value ($000) $1 Shares 18,800 Est. Cost $25.51 Unrealized +34.2%
BHF Brighthouse Financial Inc 0.3%
Value ($000) $1 Shares 14,080 Est. Cost $38.22 Unrealized +12.7%
AMG Affiliated Managers Group Inc 0.3%
Value ($000) $1 Shares 4,445 Est. Cost $149.88 Unrealized -4.6%
MGA Magna International Inc 0.3%
Value ($000) $1 Shares 11,375 Est. Cost $41.99 Unrealized +14.3%
World Wrestling Entertainment Inc 0.3%
Value ($000) $1 Shares 5,850 Est. Cost $50.61 Unrealized
MLI Mueller Industries Inc 0.3%
Value ($000) $1 Shares 7,245 Est. Cost $25.69 Unrealized +43.0%
ABR Arbor Realty Trust 0.3%
Value ($000) $1 Shares 41,975 Est. Cost $12.69 Unrealized
CRUS Cirrus Logic Inc 0.3%
Value ($000) $1 Shares 7,615 Est. Cost $74.14 Unrealized +11.6%
AES Aes Corp 0.3%
Value ($000) $1 Shares 29,182 Est. Cost $8.70 Unrealized +124.4%
NUS Nu Skin Enterprises, Inc A 0.3%
Value ($000) $1 Shares 17,750 Est. Cost $41.78 Unrealized -20.0%
MTH Meritage Homes Corp 0.2%
Value ($000) $1 Shares 4,000 Est. Cost $40.46 Unrealized +55.1%
NFG National Fuel Gas Co 0.2%
Value ($000) $1 Shares 10,965 Est. Cost $59.54 Unrealized -10.7%
GPI Group 1 Automotive Inc 0.2%
Value ($000) $1 Shares 2,175 Est. Cost $155.90 Unrealized +47.5%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1 Shares 5,192 Est. Cost $57.15 Unrealized +74.3%
JAZZ Jazz Pharmaceutical 0.2%
Value ($000) $1 Shares 4,445 Est. Cost $137.08 Unrealized -1.9%
DAR Darling Ingredients Inc 0.2%
Value ($000) $1 Shares 8,545 Est. Cost $17.43 Unrealized +249.5%
DGX Quest Diagnostics Incorporated 0.2%
Value ($000) $1 Shares 3,805 Est. Cost $124.58 Unrealized +5.1%
OC Owens Corning Fiberglas 0.2%
Value ($000) $1 Shares 4,085 Est. Cost $85.06 Unrealized +28.8%
INVA Innoviva Inc 0.2%
Value ($000) $1 Shares 40,415 Est. Cost $17.13 Unrealized -27.0%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1 Shares 2,575 Est. Cost $163.11 Unrealized
QRVO Qorvo Inc 0.2%
Value ($000) $0 Shares 4,870 Est. Cost $146.83 Unrealized -34.6%
IBM International Business Machine 0.2%
Value ($000) $0 Shares 3,653 Est. Cost $102.83 Unrealized +14.8%
WLY John Wiley & Sons Inc CL A 0.2%
Value ($000) $0 Shares 13,805 Est. Cost $35.71 Unrealized -7.8%
LYB Lyondellbasell Industries Nv 0.2%
Value ($000) $0 Shares 5,095 Est. Cost $64.69 Unrealized +17.4%
Beacon Roofing Supply Inc 0.2%
Value ($000) $0 Shares 5,580 Est. Cost $52.66 Unrealized
VT Vanguard Total World Stock ETF 0.2%
Value ($000) $0 Shares 4,762 Est. Cost $0.09 Unrealized
PII Polaris Industries 0.2%
Value ($000) $0 Shares 3,755 Est. Cost $127.95 Unrealized -13.6%
MPT Medical Properties Trust Inc 0.2%
Value ($000) $0 Shares 46,445 Est. Cost $0.01 Unrealized
Bunge Limited 0.2%
Value ($000) $0 Shares 4,555 Est. Cost $0.10 Unrealized
VST Vistra Energy Corp 0.2%
Value ($000) $0 Shares 16,360 Est. Cost $16.92 Unrealized +39.5%
ADEA Xperi Holding Corp 0.2%
Value ($000) $0 Shares 38,556 Est. Cost $6.34 Unrealized +37.8%
HCC Warrior Met Coal Inc 0.2%
Value ($000) $0 Shares 10,865 Est. Cost $35.74 Unrealized +1.3%
SJM J M Smucker Co 0.2%
Value ($000) $0 Shares 2,840 Est. Cost $101.10 Unrealized +37.0%
ECPG Encore Capital Group 0.2%
Value ($000) $0 Shares 8,410 Est. Cost $51.77 Unrealized -6.0%
BLMN Bloomin Brands Inc 0.2%
Value ($000) $0 Shares 15,095 Est. Cost $19.88 Unrealized +10.6%
UCTT Ultra Clean Holdings Inc 0.2%
Value ($000) $0 Shares 10,520 Est. Cost $33.07 Unrealized -2.7%
CACI CACI International Inc 0.2%
Value ($000) $0 Shares 1,186 Est. Cost $256.48 Unrealized +21.1%
PBF PBF Energy Inc 0.2%
Value ($000) $0 Shares 9,725 Est. Cost $40.55 Unrealized -6.3%
MAR Marriott International, Inc. 0.2%
Value ($000) $0 Shares 2,160 Est. Cost $168.95 Unrealized 0.0%
Fleetcor Technologies Inc 0.2%
Value ($000) $0 Shares 1,580 Est. Cost $191.74 Unrealized
OGN Organon & Co 0.2%
Value ($000) $0 Shares 18,717 Est. Cost $27.12 Unrealized -29.6%
MXL MaxLinear Inc 0.2%
Value ($000) $0 Shares 12,180 Est. Cost $28.90 Unrealized 0.0%
LEA Lear Corporation 0.2%
Value ($000) $0 Shares 2,661 Est. Cost $130.72 Unrealized -6.0%
WGO Winnebago Industries Inc 0.2%
Value ($000) $0 Shares 5,660 Est. Cost $71.86 Unrealized -17.0%
GEN NortonLifeLock Inc 0.2%
Value ($000) $0 Shares 18,840 Est. Cost $23.80 Unrealized -30.4%
RDN Radian Group Inc 0.2%
Value ($000) $0 Shares 13,690 Est. Cost $18.14 Unrealized +24.7%
Lam Research Corp 0.1%
Value ($000) $0 Shares 530 Est. Cost $324.19 Unrealized
Brookfield Infrastructure Corp 0.1%
Value ($000) $0 Shares 7,450 Est. Cost $42.47 Unrealized
UGI Ugi Corporation 0.1%
Value ($000) $0 Shares 12,525 Est. Cost $39.67 Unrealized -23.5%
ARCB ArcBest Corp 0.1%
Value ($000) $0 Shares 3,425 Est. Cost $88.08 Unrealized 0.0%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $0 Shares 1,913 Est. Cost $116.57 Unrealized
Masonite Intl Corp 0.1%
Value ($000) $0 Shares 3,130 Est. Cost $107.67 Unrealized
CAH Cardinal Health, Inc. 0.1%
Value ($000) $0 Shares 3,385 Est. Cost $59.51 Unrealized +35.4%
GRBK Green Brick Partners Inc 0.1%
Value ($000) $0 Shares 5,455 Est. Cost $46.54 Unrealized 0.0%
MAS Masco Corp 0.1%
Value ($000) $0 Shares 5,360 Est. Cost $57.31 Unrealized -12.9%
CVX Chevron Corporation 0.1%
Value ($000) $0 Shares 1,933 Est. Cost $101.75 Unrealized +40.8%
VSH Vishay Intertechnology Inc 0.1%
Value ($000) $0 Shares 10,265 Est. Cost $20.72 Unrealized +11.5%
UTHR United Therapeutics Corporatio 0.1%
Value ($000) $0 Shares 1,345 Est. Cost $221.50 Unrealized 0.0%
DHI D R Horton Co 0.1%
Value ($000) $0 Shares 2,428 Est. Cost $78.10 Unrealized +36.5%
IT Gartner Inc 0.1%
Value ($000) $0 Shares 835 Est. Cost $325.62 Unrealized 0.0%
KHC Kraft Heinz Co 0.1%
Value ($000) $0 Shares 8,258 Est. Cost $24.13 Unrealized +39.2%
ORCL Oracle Corporation 0.1%
Value ($000) $0 Shares 2,398 Est. Cost $49.62 Unrealized +102.3%
CWH Camping World Holdings I 0.1%
Value ($000) $0 Shares 9,405 Est. Cost $23.16 Unrealized 0.0%
T At&T Inc. 0.1%
Value ($000) $0 Shares 17,012 Est. Cost $15.34 Unrealized -3.6%
VECO Veeco Instruments Inc. 0.1%
Value ($000) $0 Shares 10,490 Est. Cost $20.57 Unrealized +6.9%
VNQ Vanguard Real Estate Index Fund ETF 0.1%
Value ($000) $0 Shares 3,207 Est. Cost $69.98 Unrealized
AMCX Amc Networks Inc 0.1%
Value ($000) $0 Shares 21,705 Est. Cost $41.70 Unrealized -65.4%
GPN Global Payments Inc. 0.1%
Value ($000) $0 Shares 2,568 Est. Cost $123.38 Unrealized -18.9%
CARS Cars.Com Inc 0.1%
Value ($000) $0 Shares 12,650 Est. Cost $18.81 Unrealized 0.0%
NVS Novartis Ag 0.1%
Value ($000) $0 Shares 2,470 Est. Cost $83.77 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $0 Shares 1,017 Est. Cost $171.45 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $0 Shares 2,070 Est. Cost $125.17 Unrealized -13.5%
SYK Stryker Corporation 0.1%
Value ($000) $0 Shares 802 Est. Cost $257.74 Unrealized +9.2%
AZN Astrazeneca Plc 0.1%
Value ($000) $0 Shares 3,366 Est. Cost $59.98 Unrealized
CSX Csx Corporation 0.1%
Value ($000) $0 Shares 7,044 Est. Cost $27.48 Unrealized +10.7%
FIS Fidelity National Information 0.1%
Value ($000) $0 Shares 4,325 Est. Cost $51.49 Unrealized 0.0%
SNY Sanofi S.A. 0.1%
Value ($000) $0 Shares 4,325 Est. Cost $0.05 Unrealized
JPM Jpmorgan Chase & Co. 0.1%
Value ($000) $0 Shares 1,596 Est. Cost $117.65 Unrealized +10.2%
PATK Patrick Industries Inc 0.1%
Value ($000) $0 Shares 2,860 Est. Cost $44.73 Unrealized 0.0%
LC Lendingclub Corp 0.1%
Value ($000) $0 Shares 23,405 Est. Cost $13.90 Unrealized -42.2%
IWP iShares Russell Mid Growth ETF 0.1%
Value ($000) $0 Shares 2,344 Est. Cost $0.09 Unrealized
DE Deere & Co 0.1%
Value ($000) $0 Shares 545 Est. Cost $367.88 Unrealized 0.0%
KLIC Kulicke & Soffa Industries Inc 0.1%
Value ($000) $0 Shares 3,645 Est. Cost $49.12 Unrealized 0.0%
KBH KB Home 0.1%
Value ($000) $0 Shares 4,155 Est. Cost $43.23 Unrealized 0.0%
TSN Tyson Foods, Inc. 0.1%
Value ($000) $0 Shares 4,210 Est. Cost $55.37 Unrealized -10.5%
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $0 Shares 3,735 Est. Cost $51.22 Unrealized
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $0 Shares 2,211 Est. Cost $0.09 Unrealized
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $0 Shares 2,692 Est. Cost $72.58 Unrealized 0.0%
DHR Danaher Corporation 0.1%
Value ($000) $0 Shares 855 Est. Cost $78.23 Unrealized +166.9%
HRB H&R Block Inc 0.1%
Value ($000) $0 Shares 6,385 Est. Cost $29.86 Unrealized 0.0%
EXPE Expedia Group Inc 0.1%
Value ($000) $0 Shares 1,830 Est. Cost $97.23 Unrealized 0.0%
XPER Xperi Inc 0.1%
Value ($000) $0 Shares 11,752 Est. Cost $11.44 Unrealized -5.3%
BASA Basanite Inc 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $0.26 Unrealized -84.5%