Kendall Capital Management Diversified Active

CIK: 0001731372 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $226 (100.0% shares, 0.0% debt)

Holdings (194)

JPST JPMorgan Ultra Short Income ETF 3.8%
Value ($000) $9 Shares 172,069 Est. Cost $45.76 Unrealized
SMMD Ishares Russell 2500 ETF 3.4%
Value ($000) $8 Shares 139,273 Est. Cost $33.68 Unrealized
VSEC Vse Corporation 3.0%
Value ($000) $7 Shares 134,939 Est. Cost $47.34 Unrealized +13.6%
OMC Omnicom Group Incorporated 2.3%
Value ($000) $5 Shares 68,746 Est. Cost $54.09 Unrealized +40.2%
AVGO Broadcom Ltd 2.3%
Value ($000) $5 Shares 6,123 Est. Cost $31.75 Unrealized +164.4%
ABBV Abbvie Inc 2.1%
Value ($000) $5 Shares 32,435 Est. Cost $68.63 Unrealized +97.2%
VV Vanguard Large-Cap ETF 1.9%
Value ($000) $4 Shares 22,263 Est. Cost $122.59 Unrealized
CDW Cdw Corp 1.8%
Value ($000) $4 Shares 20,550 Est. Cost $90.40 Unrealized +113.8%
KLAC Kla-Tencor Corp 1.6%
Value ($000) $4 Shares 8,053 Est. Cost $98.80 Unrealized +375.1%
TDTF FlexShares iBoxx 5-Yr Target Duration TIPS Index 1.6%
Value ($000) $4 Shares 159,692 Est. Cost $24.48 Unrealized
VO Vanguard Mid-Cap ETF 1.6%
Value ($000) $4 Shares 17,039 Est. Cost $159.22 Unrealized
AAPL Apple Inc. 1.5%
Value ($000) $3 Shares 19,563 Est. Cost $91.81 Unrealized +97.5%
VCTR Victory Capital Holdings 1.4%
Value ($000) $3 Shares 95,224 Est. Cost $27.84 Unrealized +11.1%
AVT Avnet Inc 1.4%
Value ($000) $3 Shares 64,608 Est. Cost $40.53 Unrealized +11.8%
ARW Arrow Electronics Inc 1.4%
Value ($000) $3 Shares 24,430 Est. Cost $83.84 Unrealized +59.0%
VTI Vanguard Total Stock Mkt ETF 1.3%
Value ($000) $3 Shares 13,299 Est. Cost $84.13 Unrealized
BMY Bristol-Myers Squibb Company 1.2%
Value ($000) $3 Shares 46,131 Est. Cost $48.39 Unrealized +12.3%
CSGS CSG Systems Intl Inc 1.2%
Value ($000) $3 Shares 50,825 Est. Cost $41.99 Unrealized +19.9%
COR Cencora Inc 1.1%
Value ($000) $3 Shares 14,314 Est. Cost $95.06 Unrealized +90.4%
DELL Dell Technologies Inc 1.1%
Value ($000) $2 Shares 35,900 Est. Cost $41.52 Unrealized +37.8%
EQH Equitable Holdings Inc 1.1%
Value ($000) $2 Shares 85,859 Est. Cost $20.93 Unrealized +27.7%
CIVI Civitas Resources Inc Ord 1.0%
Value ($000) $2 Shares 28,665 Est. Cost $53.35 Unrealized +20.4%
NXST Nexstar Media Group Inc 1.0%
Value ($000) $2 Shares 16,124 Est. Cost $136.74 Unrealized +7.1%
REGN Regeneron Pharmaceuticals Inc 1.0%
Value ($000) $2 Shares 2,772 Est. Cost $463.56 Unrealized +68.6%
CALM Cal Maine Foods, Inc. 1.0%
Value ($000) $2 Shares 46,350 Est. Cost $42.45 Unrealized -5.2%
PAG Penske Automotive Group 1.0%
Value ($000) $2 Shares 13,105 Est. Cost $94.93 Unrealized +76.2%
UNM Unum Group 1.0%
Value ($000) $2 Shares 44,160 Est. Cost $29.53 Unrealized +65.6%
IWC Ishares Micro Cap ETF 1.0%
Value ($000) $2 Shares 21,470 Est. Cost $110.36 Unrealized
HPQ Hp Inc 0.9%
Value ($000) $2 Shares 80,124 Est. Cost $27.14 Unrealized +3.0%
HPE Hewlett Packard Enterprise Co 0.9%
Value ($000) $2 Shares 117,925 Est. Cost $14.04 Unrealized +14.6%
BWA Borgwarner Inc. 0.9%
Value ($000) $2 Shares 49,005 Est. Cost $30.34 Unrealized +35.1%
MRK Merck & Co. , Inc. 0.9%
Value ($000) $2 Shares 19,030 Est. Cost $65.04 Unrealized +53.5%
GOOGL Alphabet Inc 0.9%
Value ($000) $2 Shares 14,970 Est. Cost $107.37 Unrealized +19.6%
JXN Jackson Financial Inc 0.9%
Value ($000) $2 Shares 50,950 Est. Cost $31.35 Unrealized +1.3%
R Ryder System Inc 0.9%
Value ($000) $2 Shares 18,185 Est. Cost $83.39 Unrealized +16.7%
CBNK Capital Bancorp Inc MD 0.9%
Value ($000) $2 Shares 101,690 Est. Cost $21.39 Unrealized -12.8%
MA Mastercard, Inc. 0.8%
Value ($000) $2 Shares 4,753 Est. Cost $230.44 Unrealized +71.9%
ACN Accenture Plc 0.8%
Value ($000) $2 Shares 5,928 Est. Cost $129.15 Unrealized +135.7%
ORLY O'Reilly Automotive, Inc. 0.8%
Value ($000) $2 Shares 1,992 Est. Cost $21.01 Unrealized +198.6%
PFE Pfizer Inc. 0.8%
Value ($000) $2 Shares 54,021 Est. Cost $30.13 Unrealized +1.5%
URI United Rentals, Inc. 0.8%
Value ($000) $2 Shares 3,935 Est. Cost $143.75 Unrealized +211.3%
AN Autonation, Inc. 0.8%
Value ($000) $2 Shares 11,265 Est. Cost $69.69 Unrealized +128.9%
CMRE Costamare Inc 0.7%
Value ($000) $2 Shares 171,712 Est. Cost $10.08 Unrealized -5.5%
UPBD Upbound Group Inc 0.7%
Value ($000) $2 Shares 56,005 Est. Cost $34.65 Unrealized -10.0%
OMF Onemain Holdings Inc 0.7%
Value ($000) $2 Shares 39,403 Est. Cost $35.22 Unrealized +21.3%
CSCO Cisco Systems Incorporated 0.7%
Value ($000) $1 Shares 27,569 Est. Cost $35.45 Unrealized +41.9%
CBRE CBRE Group Inc- A 0.6%
Value ($000) $1 Shares 19,440 Est. Cost $45.39 Unrealized +82.7%
TGNA Tegna Inc 0.6%
Value ($000) $1 Shares 98,390 Est. Cost $19.26 Unrealized -15.8%
CBOE Cboe Global Mkts Inc 0.6%
Value ($000) $1 Shares 9,135 Est. Cost $91.33 Unrealized +57.4%
ZD Ziff Davis Inc 0.6%
Value ($000) $1 Shares 22,068 Est. Cost $74.06 Unrealized -7.4%
M.D.C Holding Inc 0.6%
Value ($000) $1 Shares 33,945 Est. Cost $29.96 Unrealized
FISV Fiserv, Inc. 0.6%
Value ($000) $1 Shares 12,363 Est. Cost $93.22 Unrealized +32.1%
F Ford Motor Company 0.6%
Value ($000) $1 Shares 110,255 Est. Cost $10.47 Unrealized +6.0%
ACI Albertsons Co Shs Class 0.6%
Value ($000) $1 Shares 60,115 Est. Cost $15.61 Unrealized +33.5%
CMI Cummins Inc. 0.6%
Value ($000) $1 Shares 5,917 Est. Cost $141.11 Unrealized +62.0%
VWO Vanguard FTSE Emerg Mkts ETF 0.6%
Value ($000) $1 Shares 34,142 Est. Cost $0.04 Unrealized
VTRS Viatris Inc 0.6%
Value ($000) $1 Shares 134,550 Est. Cost $9.01 Unrealized +3.7%
AMGN Amgen Inc. 0.6%
Value ($000) $1 Shares 4,791 Est. Cost $148.76 Unrealized +55.9%
BLDR Builders Firstsource Inc 0.6%
Value ($000) $1 Shares 10,025 Est. Cost $69.06 Unrealized +99.8%
HCA Hca Healthcare Inc 0.6%
Value ($000) $1 Shares 5,065 Est. Cost $80.54 Unrealized +233.2%
VLO Valero Energy Corporation 0.5%
Value ($000) $1 Shares 8,519 Est. Cost $61.55 Unrealized +98.4%
COHU Cohu Inc 0.5%
Value ($000) $1 Shares 34,155 Est. Cost $28.80 Unrealized +30.6%
WU Western Union Company 0.5%
Value ($000) $1 Shares 86,099 Est. Cost $20.56 Unrealized
THO Thor Industries Incorporated 0.5%
Value ($000) $1 Shares 11,500 Est. Cost $88.19 Unrealized +12.5%
JNJ Johnson & Johnson 0.5%
Value ($000) $1 Shares 6,991 Est. Cost $120.82 Unrealized +26.9%
IWF iShares Russell 1000 Growth ETF 0.5%
Value ($000) $1 Shares 4,043 Est. Cost $133.27 Unrealized
TMHC Taylor Morrison Home Corp 0.5%
Value ($000) $1 Shares 25,010 Est. Cost $23.13 Unrealized +103.3%
AMN Amn Healthcare Services Inc 0.5%
Value ($000) $1 Shares 12,314 Est. Cost $100.87 Unrealized -6.0%
TXN Texas Instruments Incorporated 0.4%
Value ($000) $1 Shares 6,282 Est. Cost $138.26 Unrealized +14.9%
Discover Financial Services 0.4%
Value ($000) $1 Shares 11,470 Est. Cost $59.06 Unrealized
CMCSA Comcast Corporation 0.4%
Value ($000) $1 Shares 22,105 Est. Cost $33.56 Unrealized +23.6%
WLY John Wiley & Sons Inc CL A 0.4%
Value ($000) $1 Shares 25,955 Est. Cost $34.16 Unrealized -5.2%
SLM SLM Corp 0.4%
Value ($000) $1 Shares 70,085 Est. Cost $10.20 Unrealized +47.5%
NAVI Navient Corp 0.4%
Value ($000) $1 Shares 54,575 Est. Cost $11.36 Unrealized +58.4%
NSC Norfolk Southern Corporation 0.4%
Value ($000) $1 Shares 4,636 Est. Cost $117.66 Unrealized +74.2%
TAP Molson Coors Beverages Co B 0.4%
Value ($000) $1 Shares 14,305 Est. Cost $37.27 Unrealized +61.4%
MEDP Medpace Holdings Inc 0.4%
Value ($000) $1 Shares 3,750 Est. Cost $92.14 Unrealized +177.6%
CVS CVS Health Corp 0.4%
Value ($000) $1 Shares 12,945 Est. Cost $57.01 Unrealized +13.3%
SFM Sprouts Farmers Market Inc 0.4%
Value ($000) $1 Shares 20,635 Est. Cost $22.94 Unrealized +71.0%
MCK Mckesson Corporation 0.4%
Value ($000) $1 Shares 2,028 Est. Cost $306.98 Unrealized +35.7%
GUNR FlexShares Global Upstream Natural Resources Index ETF 0.4%
Value ($000) $1 Shares 21,574 Est. Cost $31.53 Unrealized
EVR Evercore Inc 0.4%
Value ($000) $1 Shares 6,275 Est. Cost $124.92 Unrealized +5.0%
Hillenbrand Inc 0.4%
Value ($000) $1 Shares 20,430 Est. Cost $44.75 Unrealized
Vista Outdoor Inc 0.4%
Value ($000) $1 Shares 26,013 Est. Cost $30.23 Unrealized
BHF Brighthouse Financial Inc 0.4%
Value ($000) $1 Shares 17,346 Est. Cost $40.38 Unrealized +23.1%
GLDM SPDR Gold Minishares ETV 0.4%
Value ($000) $1 Shares 22,928 Est. Cost $36.36 Unrealized
PBF PBF Energy Inc 0.4%
Value ($000) $1 Shares 15,570 Est. Cost $43.20 Unrealized +10.2%
Bunge Limited 0.4%
Value ($000) $1 Shares 7,620 Est. Cost $0.10 Unrealized
IT Gartner Inc 0.4%
Value ($000) $1 Shares 2,340 Est. Cost $340.55 Unrealized +2.4%
DTD WisdomTree US Total Dividend ETF 0.3%
Value ($000) $1 Shares 13,080 Est. Cost $79.41 Unrealized
JAZZ Jazz Pharmaceutical 0.3%
Value ($000) $1 Shares 6,004 Est. Cost $136.09 Unrealized -2.1%
PLAB Photronics Inc 0.3%
Value ($000) $1 Shares 37,540 Est. Cost $19.24 Unrealized +21.4%
HRB H&R Block Inc 0.3%
Value ($000) $1 Shares 17,410 Est. Cost $32.77 Unrealized +5.1%
SciPlay Corp 0.3%
Value ($000) $1 Shares 32,830 Est. Cost $11.68 Unrealized
MED Medifast Inc 0.3%
Value ($000) $1 Shares 9,945 Est. Cost $155.15 Unrealized -43.8%
PRGS Progress Software Corp 0.3%
Value ($000) $1 Shares 13,760 Est. Cost $42.95 Unrealized +36.4%
QSR Restaurant Brands International Inc. 0.3%
Value ($000) $1 Shares 10,805 Est. Cost $58.10 Unrealized +23.6%
REZ Ishares Residential REITs ETF 0.3%
Value ($000) $1 Shares 10,783 Est. Cost $66.78 Unrealized
HCC Warrior Met Coal Inc 0.3%
Value ($000) $1 Shares 13,865 Est. Cost $37.09 Unrealized +13.2%
NFG National Fuel Gas Co 0.3%
Value ($000) $1 Shares 13,110 Est. Cost $58.42 Unrealized -9.9%
FHI Federated Hermes Inc 0.3%
Value ($000) $1 Shares 20,030 Est. Cost $25.83 Unrealized +19.1%
MSFT Microsoft Corporation 0.3%
Value ($000) $1 Shares 2,117 Est. Cost $260.53 Unrealized +24.6%
Walgreens Boots Alliance Inc 0.3%
Value ($000) $1 Shares 30,055 Est. Cost $46.96 Unrealized
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $1 Shares 7,173 Est. Cost $0.09 Unrealized
HZO Marinemax Inc 0.3%
Value ($000) $1 Shares 20,290 Est. Cost $50.40 Unrealized -31.0%
UTHR United Therapeutics Corporatio 0.3%
Value ($000) $1 Shares 2,902 Est. Cost $226.24 Unrealized +1.8%
Celestica Inc 0.3%
Value ($000) $1 Shares 25,850 Est. Cost $0.02 Unrealized
ABR Arbor Realty Trust 0.3%
Value ($000) $1 Shares 40,825 Est. Cost $12.69 Unrealized
CG Carlyle Group Lp 0.3%
Value ($000) $1 Shares 20,512 Est. Cost $29.70 Unrealized +0.1%
MO Altria Group, Inc. 0.3%
Value ($000) $1 Shares 14,497 Est. Cost $26.45 Unrealized +37.7%
DIOD Diodes Inc 0.3%
Value ($000) $1 Shares 7,695 Est. Cost $72.75 Unrealized +15.5%
XOM Exxon Mobil Corporation 0.3%
Value ($000) $1 Shares 5,112 Est. Cost $57.15 Unrealized +76.7%
MXL MaxLinear Inc 0.3%
Value ($000) $1 Shares 26,845 Est. Cost $27.00 Unrealized -5.9%
SPGI S&P Global Inc 0.3%
Value ($000) $1 Shares 1,635 Est. Cost $172.17 Unrealized +124.1%
GPI Group 1 Automotive Inc 0.3%
Value ($000) $1 Shares 2,155 Est. Cost $155.90 Unrealized +68.1%
BLMN Bloomin Brands Inc 0.3%
Value ($000) $1 Shares 23,040 Est. Cost $21.15 Unrealized +11.4%
SPLV PowerShares S&P 500 Low Volatility ETF 0.2%
Value ($000) $1 Shares 9,500 Est. Cost $47.39 Unrealized
MAR Marriott International, Inc. 0.2%
Value ($000) $1 Shares 2,840 Est. Cost $174.96 Unrealized +10.9%
CRUS Cirrus Logic Inc 0.2%
Value ($000) $1 Shares 7,540 Est. Cost $74.14 Unrealized +5.3%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1 Shares 2,925 Est. Cost $143.62 Unrealized
MGA Magna International Inc 0.2%
Value ($000) $1 Shares 10,300 Est. Cost $41.99 Unrealized +26.6%
OC Owens Corning Fiberglas 0.2%
Value ($000) $1 Shares 4,035 Est. Cost $85.06 Unrealized +61.5%
AMG Affiliated Managers Group Inc 0.2%
Value ($000) $1 Shares 4,025 Est. Cost $149.88 Unrealized -6.7%
IBM International Business Machine 0.2%
Value ($000) $1 Shares 3,653 Est. Cost $102.83 Unrealized +28.1%
VST Vistra Energy Corp 0.2%
Value ($000) $1 Shares 15,430 Est. Cost $16.92 Unrealized +72.8%
INVA Innoviva Inc 0.2%
Value ($000) $1 Shares 38,915 Est. Cost $17.13 Unrealized -24.2%
INTC Intel Corporation 0.2%
Value ($000) $0 Shares 13,971 Est. Cost $42.75 Unrealized -20.0%
MTH Meritage Homes Corp 0.2%
Value ($000) $0 Shares 3,920 Est. Cost $40.46 Unrealized +69.9%
UNP Union Pacific Corporation 0.2%
Value ($000) $0 Shares 2,345 Est. Cost $109.69 Unrealized +87.9%
CARS Cars.Com Inc 0.2%
Value ($000) $0 Shares 28,120 Est. Cost $19.21 Unrealized +1.7%
MLI Mueller Industries Inc 0.2%
Value ($000) $0 Shares 6,270 Est. Cost $25.69 Unrealized +49.5%
FIS Fidelity National Information 0.2%
Value ($000) $0 Shares 8,500 Est. Cost $52.91 Unrealized +2.8%
WERN Werner Enterprises Inc 0.2%
Value ($000) $0 Shares 11,630 Est. Cost $37.05 Unrealized +15.8%
LYB Lyondellbasell Industries Nv 0.2%
Value ($000) $0 Shares 4,750 Est. Cost $64.69 Unrealized +25.3%
DAR Darling Ingredients Inc 0.2%
Value ($000) $0 Shares 8,545 Est. Cost $17.43 Unrealized +258.4%
TKO TKO GROUP HOLDINGS INC CLASS A 0.2%
Value ($000) $0 Shares 5,270 Est. Cost $99.79 Unrealized 0.0%
KHC Kraft Heinz Co 0.2%
Value ($000) $0 Shares 13,110 Est. Cost $26.49 Unrealized +15.2%
AES Aes Corp 0.2%
Value ($000) $0 Shares 28,732 Est. Cost $8.70 Unrealized +95.5%
DE Deere & Co 0.2%
Value ($000) $0 Shares 1,130 Est. Cost $383.45 Unrealized +3.8%
OGN Organon & Co 0.2%
Value ($000) $0 Shares 23,165 Est. Cost $25.47 Unrealized -27.2%
Fleetcor Technologies Inc 0.2%
Value ($000) $0 Shares 1,570 Est. Cost $191.74 Unrealized
PII Polaris Industries 0.2%
Value ($000) $0 Shares 3,775 Est. Cost $127.95 Unrealized -7.2%
GRBK Green Brick Partners Inc 0.2%
Value ($000) $0 Shares 9,025 Est. Cost $47.90 Unrealized +4.3%
ARCB ArcBest Corp 0.2%
Value ($000) $0 Shares 3,655 Est. Cost $89.06 Unrealized +16.3%
CACI CACI International Inc 0.2%
Value ($000) $0 Shares 1,186 Est. Cost $256.48 Unrealized +30.4%
Beacon Roofing Supply Inc 0.2%
Value ($000) $0 Shares 4,805 Est. Cost $52.66 Unrealized
ADEA Xperi Holding Corp 0.2%
Value ($000) $0 Shares 33,656 Est. Cost $6.34 Unrealized +61.1%
LEA Lear Corporation 0.2%
Value ($000) $0 Shares 2,661 Est. Cost $130.72 Unrealized +3.5%
SJM J M Smucker Co 0.2%
Value ($000) $0 Shares 2,855 Est. Cost $101.10 Unrealized +28.4%
RDN Radian Group Inc 0.1%
Value ($000) $0 Shares 13,440 Est. Cost $18.14 Unrealized +35.3%
Lam Research Corp 0.1%
Value ($000) $0 Shares 530 Est. Cost $324.19 Unrealized
QRVO Qorvo Inc 0.1%
Value ($000) $0 Shares 3,445 Est. Cost $146.83 Unrealized -30.5%
MBUU Malibu Boats Inc 0.1%
Value ($000) $0 Shares 6,578 Est. Cost $53.70 Unrealized 0.0%
DGX Quest Diagnostics Incorporated 0.1%
Value ($000) $0 Shares 2,570 Est. Cost $124.58 Unrealized +2.1%
CVX Chevron Corporation 0.1%
Value ($000) $0 Shares 1,788 Est. Cost $101.75 Unrealized +43.3%
SNY Sanofi S.A. 0.1%
Value ($000) $0 Shares 5,590 Est. Cost $0.05 Unrealized
WGO Winnebago Industries Inc 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $71.86 Unrealized -9.8%
GPN Global Payments Inc. 0.1%
Value ($000) $0 Shares 2,568 Est. Cost $123.38 Unrealized -5.9%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $0 Shares 1,800 Est. Cost $116.57 Unrealized
WNC Wabash National Corp 0.1%
Value ($000) $0 Shares 13,810 Est. Cost $21.79 Unrealized 0.0%
UCTT Ultra Clean Holdings Inc 0.1%
Value ($000) $0 Shares 9,820 Est. Cost $33.07 Unrealized +1.9%
Masonite Intl Corp 0.1%
Value ($000) $0 Shares 3,080 Est. Cost $107.67 Unrealized
NUS Nu Skin Enterprises, Inc A 0.1%
Value ($000) $0 Shares 13,475 Est. Cost $41.78 Unrealized -42.7%
CAH Cardinal Health, Inc. 0.1%
Value ($000) $0 Shares 3,285 Est. Cost $59.51 Unrealized +45.7%
MAS Masco Corp 0.1%
Value ($000) $0 Shares 5,325 Est. Cost $57.31 Unrealized -3.5%
VECO Veeco Instruments Inc. 0.1%
Value ($000) $0 Shares 9,890 Est. Cost $20.57 Unrealized +34.0%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $0 Shares 3,587 Est. Cost $72.11 Unrealized -2.0%
EXPE Expedia Group Inc 0.1%
Value ($000) $0 Shares 2,600 Est. Cost $100.86 Unrealized +8.6%
UGI Ugi Corporation 0.1%
Value ($000) $0 Shares 11,535 Est. Cost $39.67 Unrealized -37.4%
Brookfield Infrastructure Corp 0.1%
Value ($000) $0 Shares 7,375 Est. Cost $42.47 Unrealized
DHI D R Horton Co 0.1%
Value ($000) $0 Shares 2,428 Est. Cost $78.10 Unrealized +49.8%
ECPG Encore Capital Group 0.1%
Value ($000) $0 Shares 5,395 Est. Cost $51.77 Unrealized -5.2%
AMCX Amc Networks Inc 0.1%
Value ($000) $0 Shares 21,360 Est. Cost $41.70 Unrealized -70.9%
NVS Novartis Ag 0.1%
Value ($000) $0 Shares 2,470 Est. Cost $83.77 Unrealized
T At&T Inc. 0.1%
Value ($000) $0 Shares 16,762 Est. Cost $15.34 Unrealized -15.5%
MPT Medical Properties Trust Inc 0.1%
Value ($000) $0 Shares 44,860 Est. Cost $0.01 Unrealized
JPM Jpmorgan Chase & Co. 0.1%
Value ($000) $0 Shares 1,596 Est. Cost $117.65 Unrealized +21.0%
AZN Astrazeneca Plc 0.1%
Value ($000) $0 Shares 3,366 Est. Cost $59.98 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $0 Shares 2,055 Est. Cost $125.17 Unrealized -12.1%
VNQ Vanguard Real Estate Index Fund ETF 0.1%
Value ($000) $0 Shares 3,007 Est. Cost $69.98 Unrealized
GEN NortonLifeLock Inc 0.1%
Value ($000) $0 Shares 12,840 Est. Cost $23.80 Unrealized -21.8%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $0 Shares 952 Est. Cost $171.45 Unrealized
IWP iShares Russell Mid Growth ETF 0.1%
Value ($000) $0 Shares 2,420 Est. Cost $0.09 Unrealized
SYK Stryker Corporation 0.1%
Value ($000) $0 Shares 802 Est. Cost $257.74 Unrealized +8.6%
CWH Camping World Holdings I 0.1%
Value ($000) $0 Shares 10,685 Est. Cost $23.34 Unrealized +5.7%
CSX Csx Corporation 0.1%
Value ($000) $0 Shares 7,044 Est. Cost $27.48 Unrealized +11.3%
LRN Stride Inc 0.1%
Value ($000) $0 Shares 4,795 Est. Cost $40.67 Unrealized 0.0%
PATK Patrick Industries Inc 0.1%
Value ($000) $0 Shares 2,860 Est. Cost $44.73 Unrealized +15.5%
VSH Vishay Intertechnology Inc 0.1%
Value ($000) $0 Shares 8,285 Est. Cost $20.72 Unrealized +23.4%
Hibbett Sports Inc 0.1%
Value ($000) $0 Shares 4,210 Est. Cost $0.05 Unrealized
PK Park hotels and Resorts INC 0.1%
Value ($000) $0 Shares 13,100 Est. Cost $0.01 Unrealized
LC Lendingclub Corp 0.0%
Value ($000) $0 Shares 17,505 Est. Cost $13.90 Unrealized -44.1%
XPER Xperi Inc 0.0%
Value ($000) $0 Shares 10,352 Est. Cost $11.44 Unrealized +3.3%
BASA Basanite Inc 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $0.26 Unrealized -82.5%