Kendall Capital Management Diversified Active

CIK: 0001731372 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 26, 2024

Total Value ($000): $257,431 (100.0% shares, 0.0% debt)

Holdings (203)

SMMD Ishares Russell 2500 ETF 3.5%
Value ($000) $9,133 Shares 148,331 Est. Cost $35.38 Unrealized
VSEC Vse Corporation 3.3%
Value ($000) $8,609 Shares 133,239 Est. Cost $47.34 Unrealized +22.9%
JPST JPMorgan Ultra Short Income ETF 3.2%
Value ($000) $8,281 Shares 164,861 Est. Cost $45.76 Unrealized
AVGO Broadcom Ltd 2.7%
Value ($000) $6,874 Shares 6,158 Est. Cost $31.75 Unrealized +190.5%
OMC Omnicom Group Incorporated 2.4%
Value ($000) $6,124 Shares 70,786 Est. Cost $54.64 Unrealized +34.0%
ABBV Abbvie Inc 2.0%
Value ($000) $5,187 Shares 33,468 Est. Cost $70.70 Unrealized +92.0%
CDW Cdw Corp 1.9%
Value ($000) $4,944 Shares 21,748 Est. Cost $96.77 Unrealized +113.0%
VV Vanguard Large-Cap ETF 1.9%
Value ($000) $4,857 Shares 22,263 Est. Cost $122.59 Unrealized
KLAC Kla-Tencor Corp 1.7%
Value ($000) $4,446 Shares 7,648 Est. Cost $98.80 Unrealized +417.1%
AVT Avnet Inc 1.6%
Value ($000) $4,040 Shares 80,153 Est. Cost $41.39 Unrealized +8.6%
VO Vanguard Mid-Cap ETF 1.5%
Value ($000) $3,964 Shares 17,039 Est. Cost $159.22 Unrealized
AAPL Apple Inc. 1.5%
Value ($000) $3,912 Shares 20,318 Est. Cost $95.20 Unrealized +92.0%
TDTF FlexShares iBoxx 5-Yr Target Duration TIPS Index 1.4%
Value ($000) $3,602 Shares 152,442 Est. Cost $24.48 Unrealized
VTI Vanguard Total Stock Mkt ETF 1.3%
Value ($000) $3,382 Shares 14,257 Est. Cost $94.42 Unrealized
EQH Equitable Holdings Inc 1.3%
Value ($000) $3,322 Shares 99,769 Est. Cost $21.90 Unrealized +27.3%
COR Cencora Inc 1.3%
Value ($000) $3,261 Shares 15,879 Est. Cost $104.59 Unrealized +83.3%
VCTR Victory Capital Holdings 1.3%
Value ($000) $3,253 Shares 94,454 Est. Cost $27.84 Unrealized +7.5%
DELL Dell Technologies Inc 1.2%
Value ($000) $2,975 Shares 38,890 Est. Cost $43.57 Unrealized +56.7%
ARW Arrow Electronics Inc 1.1%
Value ($000) $2,878 Shares 23,540 Est. Cost $83.84 Unrealized +42.4%
HPQ Hp Inc 1.0%
Value ($000) $2,651 Shares 88,105 Est. Cost $27.01 Unrealized -4.6%
JXN Jackson Financial Inc 1.0%
Value ($000) $2,627 Shares 51,310 Est. Cost $31.35 Unrealized +29.5%
CSGS CSG Systems Intl Inc 1.0%
Value ($000) $2,618 Shares 49,210 Est. Cost $41.99 Unrealized +16.2%
NXST Nexstar Media Group Inc 1.0%
Value ($000) $2,512 Shares 16,024 Est. Cost $136.74 Unrealized -2.6%
MA Mastercard, Inc. 1.0%
Value ($000) $2,459 Shares 5,766 Est. Cost $259.72 Unrealized +52.9%
HPE Hewlett Packard Enterprise Co 0.9%
Value ($000) $2,435 Shares 143,380 Est. Cost $14.27 Unrealized +7.6%
BMY Bristol-Myers Squibb Company 0.9%
Value ($000) $2,398 Shares 46,741 Est. Cost $48.37 Unrealized -2.8%
REGN Regeneron Pharmaceuticals Inc 0.9%
Value ($000) $2,368 Shares 2,697 Est. Cost $463.56 Unrealized +76.7%
CMRE Costamare Inc 0.9%
Value ($000) $2,234 Shares 214,614 Est. Cost $9.87 Unrealized -8.8%
R Ryder System Inc 0.9%
Value ($000) $2,193 Shares 19,060 Est. Cost $84.39 Unrealized +24.6%
URI United Rentals, Inc. 0.8%
Value ($000) $2,186 Shares 3,812 Est. Cost $143.75 Unrealized +221.9%
Capital Bancorp Inc MD 0.8%
Value ($000) $2,158 Shares 89,190 Est. Cost $24.20 Unrealized
CIVI Civitas Resources Inc Ord 0.8%
Value ($000) $2,082 Shares 30,450 Est. Cost $53.78 Unrealized +12.9%
GOOGL Alphabet Inc 0.8%
Value ($000) $2,038 Shares 14,587 Est. Cost $107.37 Unrealized +24.2%
MRK Merck & Co. , Inc. 0.8%
Value ($000) $2,030 Shares 18,625 Est. Cost $65.04 Unrealized +48.8%
CALM Cal Maine Foods, Inc. 0.8%
Value ($000) $2,029 Shares 35,350 Est. Cost $42.45 Unrealized +1.4%
PAG Penske Automotive Group 0.8%
Value ($000) $2,017 Shares 12,565 Est. Cost $94.93 Unrealized +61.4%
ACN Accenture Plc 0.8%
Value ($000) $1,982 Shares 5,648 Est. Cost $129.15 Unrealized +142.1%
IWC Ishares Micro Cap ETF 0.8%
Value ($000) $1,976 Shares 17,027 Est. Cost $110.36 Unrealized
UNM Unum Group 0.8%
Value ($000) $1,955 Shares 43,225 Est. Cost $29.53 Unrealized +54.3%
UPBD Upbound Group Inc 0.7%
Value ($000) $1,905 Shares 56,065 Est. Cost $34.65 Unrealized -14.1%
FISV Fiserv, Inc. 0.7%
Value ($000) $1,881 Shares 14,163 Est. Cost $96.97 Unrealized +26.5%
OMF Onemain Holdings Inc 0.7%
Value ($000) $1,854 Shares 37,683 Est. Cost $35.22 Unrealized +15.8%
VTRS Viatris Inc 0.7%
Value ($000) $1,803 Shares 166,510 Est. Cost $8.95 Unrealized -2.9%
ORLY O'Reilly Automotive, Inc. 0.7%
Value ($000) $1,799 Shares 1,893 Est. Cost $21.01 Unrealized +200.8%
M.D.C Holding Inc 0.7%
Value ($000) $1,750 Shares 31,680 Est. Cost $29.96 Unrealized
PLAB Photronics Inc 0.7%
Value ($000) $1,742 Shares 55,545 Est. Cost $20.22 Unrealized +10.0%
BWA Borgwarner Inc. 0.7%
Value ($000) $1,737 Shares 48,440 Est. Cost $30.34 Unrealized +14.1%
CSCO Cisco Systems Incorporated 0.7%
Value ($000) $1,691 Shares 33,469 Est. Cost $37.66 Unrealized +27.4%
BLDR Builders Firstsource Inc 0.6%
Value ($000) $1,630 Shares 9,765 Est. Cost $69.06 Unrealized +92.4%
CBOE Cboe Global Mkts Inc 0.6%
Value ($000) $1,596 Shares 8,940 Est. Cost $91.33 Unrealized +84.0%
F Ford Motor Company 0.6%
Value ($000) $1,594 Shares 130,730 Est. Cost $10.34 Unrealized -6.8%
AN Autonation, Inc. 0.6%
Value ($000) $1,590 Shares 10,585 Est. Cost $69.69 Unrealized +98.1%
CBRE CBRE Group Inc- A 0.6%
Value ($000) $1,497 Shares 16,078 Est. Cost $45.39 Unrealized +71.3%
KHC Kraft Heinz Co 0.6%
Value ($000) $1,475 Shares 39,880 Est. Cost $29.10 Unrealized +4.4%
IT Gartner Inc 0.6%
Value ($000) $1,470 Shares 3,258 Est. Cost $357.15 Unrealized +11.9%
TGNA Tegna Inc 0.6%
Value ($000) $1,461 Shares 95,460 Est. Cost $19.26 Unrealized -22.2%
Discover Financial Services 0.6%
Value ($000) $1,422 Shares 12,650 Est. Cost $64.04 Unrealized
CMI Cummins Inc. 0.6%
Value ($000) $1,419 Shares 5,922 Est. Cost $141.11 Unrealized +53.7%
PFE Pfizer Inc. 0.5%
Value ($000) $1,387 Shares 48,161 Est. Cost $30.13 Unrealized -12.4%
HCA Hca Healthcare Inc 0.5%
Value ($000) $1,357 Shares 5,015 Est. Cost $80.54 Unrealized +201.7%
AMGN Amgen Inc. 0.5%
Value ($000) $1,331 Shares 4,621 Est. Cost $148.76 Unrealized +71.5%
ACI Albertsons Co Shs Class 0.5%
Value ($000) $1,319 Shares 57,345 Est. Cost $15.61 Unrealized +32.7%
ZD Ziff Davis Inc 0.5%
Value ($000) $1,284 Shares 19,103 Est. Cost $74.06 Unrealized -14.4%
Bunge Limited 0.5%
Value ($000) $1,263 Shares 12,515 Est. Cost $39.55 Unrealized
VWO Vanguard FTSE Emerg Mkts ETF 0.5%
Value ($000) $1,259 Shares 30,626 Est. Cost $0.04 Unrealized
HRB H&R Block Inc 0.5%
Value ($000) $1,256 Shares 25,975 Est. Cost $35.78 Unrealized +17.1%
TMHC Taylor Morrison Home Corp 0.5%
Value ($000) $1,255 Shares 23,525 Est. Cost $23.13 Unrealized +93.3%
IWF iShares Russell 1000 Growth ETF 0.5%
Value ($000) $1,224 Shares 4,038 Est. Cost $133.27 Unrealized
THO Thor Industries Incorporated 0.5%
Value ($000) $1,221 Shares 10,326 Est. Cost $88.19 Unrealized +8.1%
AMN Amn Healthcare Services Inc 0.5%
Value ($000) $1,187 Shares 15,849 Est. Cost $94.33 Unrealized -24.1%
Celestica Inc 0.5%
Value ($000) $1,171 Shares 39,990 Est. Cost $10.37 Unrealized
SLM SLM Corp 0.4%
Value ($000) $1,156 Shares 60,485 Est. Cost $10.20 Unrealized +48.1%
COHU Cohu Inc 0.4%
Value ($000) $1,142 Shares 32,265 Est. Cost $28.80 Unrealized +15.3%
JNJ Johnson & Johnson 0.4%
Value ($000) $1,125 Shares 7,178 Est. Cost $121.41 Unrealized +18.3%
WLY John Wiley & Sons Inc CL A 0.4%
Value ($000) $1,110 Shares 34,975 Est. Cost $32.79 Unrealized -12.0%
MEDP Medpace Holdings Inc 0.4%
Value ($000) $1,088 Shares 3,551 Est. Cost $92.14 Unrealized +192.9%
VLO Valero Energy Corporation 0.4%
Value ($000) $1,087 Shares 8,359 Est. Cost $61.55 Unrealized +93.9%
FHI Federated Hermes Inc 0.4%
Value ($000) $1,081 Shares 31,925 Est. Cost $27.13 Unrealized +8.1%
MXL MaxLinear Inc 0.4%
Value ($000) $1,015 Shares 42,720 Est. Cost $24.24 Unrealized -19.2%
NAVI Navient Corp 0.4%
Value ($000) $1,001 Shares 53,765 Est. Cost $11.36 Unrealized +53.5%
BLMN Bloomin Brands Inc 0.4%
Value ($000) $992 Shares 35,250 Est. Cost $21.36 Unrealized +1.9%
CVS CVS Health Corp 0.4%
Value ($000) $991 Shares 12,550 Est. Cost $57.01 Unrealized +14.7%
TXN Texas Instruments Incorporated 0.4%
Value ($000) $983 Shares 5,767 Est. Cost $138.26 Unrealized +5.2%
FDM First Trust Dow Jones Sel MicroCap ETF 0.4%
Value ($000) $977 Shares 15,924 Est. Cost $61.34 Unrealized
NSC Norfolk Southern Corporation 0.4%
Value ($000) $969 Shares 4,101 Est. Cost $117.66 Unrealized +70.1%
MCK Mckesson Corporation 0.4%
Value ($000) $964 Shares 2,083 Est. Cost $310.76 Unrealized +44.9%
JAZZ Jazz Pharmaceutical 0.4%
Value ($000) $959 Shares 7,799 Est. Cost $133.49 Unrealized -6.5%
SFM Sprouts Farmers Market Inc 0.4%
Value ($000) $953 Shares 19,805 Est. Cost $22.94 Unrealized +90.7%
CMCSA Comcast Corporation 0.4%
Value ($000) $950 Shares 21,668 Est. Cost $33.56 Unrealized +19.5%
WU Western Union Company 0.4%
Value ($000) $937 Shares 78,629 Est. Cost $20.56 Unrealized
UTHR United Therapeutics Corporatio 0.4%
Value ($000) $926 Shares 4,212 Est. Cost $227.56 Unrealized +1.3%
GLDM SPDR Gold Minishares ETV 0.3%
Value ($000) $897 Shares 21,919 Est. Cost $36.36 Unrealized
TAP Molson Coors Beverages Co B 0.3%
Value ($000) $873 Shares 14,255 Est. Cost $37.27 Unrealized +50.1%
BHF Brighthouse Financial Inc 0.3%
Value ($000) $869 Shares 16,421 Est. Cost $40.38 Unrealized +23.0%
GUNR FlexShares Global Upstream Natural Resources Index ETF 0.3%
Value ($000) $858 Shares 20,964 Est. Cost $31.53 Unrealized
DTD WisdomTree US Total Dividend ETF 0.3%
Value ($000) $855 Shares 13,080 Est. Cost $79.41 Unrealized
QSR Restaurant Brands International Inc. 0.3%
Value ($000) $835 Shares 10,690 Est. Cost $58.10 Unrealized +19.7%
HCC Warrior Met Coal Inc 0.3%
Value ($000) $833 Shares 13,665 Est. Cost $37.09 Unrealized +42.3%
CARS Cars.Com Inc 0.3%
Value ($000) $806 Shares 42,505 Est. Cost $18.79 Unrealized -4.3%
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $803 Shares 7,808 Est. Cost $8.45 Unrealized
Hillenbrand Inc 0.3%
Value ($000) $799 Shares 16,690 Est. Cost $44.75 Unrealized
MAR Marriott International, Inc. 0.3%
Value ($000) $784 Shares 3,478 Est. Cost $179.28 Unrealized +10.7%
MSFT Microsoft Corporation 0.3%
Value ($000) $777 Shares 2,066 Est. Cost $260.53 Unrealized +34.5%
REZ Ishares Residential REITs ETF 0.3%
Value ($000) $774 Shares 10,525 Est. Cost $66.78 Unrealized
PRGS Progress Software Corp 0.3%
Value ($000) $758 Shares 13,955 Est. Cost $43.09 Unrealized +23.1%
GRBK Green Brick Partners Inc 0.3%
Value ($000) $748 Shares 14,400 Est. Cost $46.99 Unrealized -3.2%
Vista Outdoor Inc 0.3%
Value ($000) $726 Shares 24,553 Est. Cost $30.23 Unrealized
PBF PBF Energy Inc 0.3%
Value ($000) $721 Shares 16,405 Est. Cost $43.31 Unrealized +4.8%
SPGI S&P Global Inc 0.3%
Value ($000) $703 Shares 1,595 Est. Cost $172.17 Unrealized +125.5%
EXPE Expedia Group Inc 0.3%
Value ($000) $701 Shares 4,615 Est. Cost $109.86 Unrealized +10.6%
EVR Evercore Inc 0.3%
Value ($000) $671 Shares 3,920 Est. Cost $124.92 Unrealized +12.6%
NFG National Fuel Gas Co 0.3%
Value ($000) $656 Shares 13,080 Est. Cost $58.42 Unrealized -11.7%
GPI Group 1 Automotive Inc 0.3%
Value ($000) $655 Shares 2,150 Est. Cost $155.90 Unrealized +74.8%
FIS Fidelity National Information 0.3%
Value ($000) $651 Shares 10,830 Est. Cost $52.79 Unrealized -0.9%
MTH Meritage Homes Corp 0.2%
Value ($000) $638 Shares 3,665 Est. Cost $40.46 Unrealized +70.4%
CRUS Cirrus Logic Inc 0.2%
Value ($000) $632 Shares 7,595 Est. Cost $74.14 Unrealized +1.0%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $624 Shares 2,925 Est. Cost $143.62 Unrealized
ABR Arbor Realty Trust 0.2%
Value ($000) $620 Shares 40,825 Est. Cost $12.69 Unrealized
AMG Affiliated Managers Group Inc 0.2%
Value ($000) $611 Shares 4,035 Est. Cost $149.88 Unrealized -10.4%
MED Medifast Inc 0.2%
Value ($000) $609 Shares 9,055 Est. Cost $155.15 Unrealized -55.1%
DIOD Diodes Inc 0.2%
Value ($000) $607 Shares 7,535 Est. Cost $72.75 Unrealized +0.4%
SPLV PowerShares S&P 500 Low Volatility ETF 0.2%
Value ($000) $595 Shares 9,500 Est. Cost $47.39 Unrealized
HZO Marinemax Inc 0.2%
Value ($000) $591 Shares 15,200 Est. Cost $50.40 Unrealized -37.2%
Fleetcor Technologies Inc 0.2%
Value ($000) $591 Shares 2,090 Est. Cost $214.35 Unrealized
MO Altria Group, Inc. 0.2%
Value ($000) $585 Shares 14,497 Est. Cost $26.45 Unrealized +31.6%
APO Apollo Global Management Inc 0.2%
Value ($000) $574 Shares 6,160 Est. Cost $85.57 Unrealized 0.0%
VST Vistra Energy Corp 0.2%
Value ($000) $570 Shares 14,805 Est. Cost $16.92 Unrealized +101.4%
OC Owens Corning Fiberglas 0.2%
Value ($000) $569 Shares 3,840 Est. Cost $85.06 Unrealized +55.7%
MBUU Malibu Boats Inc 0.2%
Value ($000) $564 Shares 10,283 Est. Cost $51.63 Unrealized -7.1%
INVA Innoviva Inc 0.2%
Value ($000) $555 Shares 34,590 Est. Cost $17.13 Unrealized -18.4%
WNC Wabash National Corp 0.2%
Value ($000) $551 Shares 21,520 Est. Cost $21.68 Unrealized -0.9%
IBM International Business Machine 0.2%
Value ($000) $549 Shares 3,359 Est. Cost $102.83 Unrealized +37.6%
MLI Mueller Industries Inc 0.2%
Value ($000) $547 Shares 11,605 Est. Cost $31.96 Unrealized +23.1%
MGA Magna International Inc 0.2%
Value ($000) $545 Shares 9,230 Est. Cost $41.99 Unrealized +18.2%
OGN Organon & Co 0.2%
Value ($000) $544 Shares 37,710 Est. Cost $20.40 Unrealized -39.6%
AES Aes Corp 0.2%
Value ($000) $543 Shares 28,232 Est. Cost $8.70 Unrealized +68.8%
DE Deere & Co 0.2%
Value ($000) $541 Shares 1,353 Est. Cost $380.43 Unrealized -4.0%
CG Carlyle Group Lp 0.2%
Value ($000) $538 Shares 13,227 Est. Cost $29.70 Unrealized +3.4%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $502 Shares 5,023 Est. Cost $57.15 Unrealized +70.7%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $493 Shares 18,900 Est. Cost $46.96 Unrealized
INTC Intel Corporation 0.2%
Value ($000) $460 Shares 9,147 Est. Cost $42.75 Unrealized -6.3%
META Meta Platforms Inc 0.2%
Value ($000) $448 Shares 1,265 Est. Cost $323.40 Unrealized 0.0%
ADEA Xperi Holding Corp 0.2%
Value ($000) $439 Shares 35,411 Est. Cost $6.49 Unrealized +43.8%
LYB Lyondellbasell Industries Nv 0.2%
Value ($000) $433 Shares 4,555 Est. Cost $64.69 Unrealized +23.4%
VGSH Vanguard Short-Term Treasury ETF 0.2%
Value ($000) $416 Shares 7,128 Est. Cost $58.33 Unrealized
DAR Darling Ingredients Inc 0.2%
Value ($000) $415 Shares 8,320 Est. Cost $17.43 Unrealized +160.3%
UNP Union Pacific Corporation 0.2%
Value ($000) $399 Shares 1,625 Est. Cost $109.69 Unrealized +90.8%
Teekay Tankers Ltd 0.2%
Value ($000) $399 Shares 7,980 Est. Cost $49.97 Unrealized
Lam Research Corp 0.2%
Value ($000) $396 Shares 505 Est. Cost $324.19 Unrealized
ARCB ArcBest Corp 0.2%
Value ($000) $388 Shares 3,225 Est. Cost $89.06 Unrealized +22.9%
Beacon Roofing Supply Inc 0.1%
Value ($000) $386 Shares 4,435 Est. Cost $52.66 Unrealized
RDN Radian Group Inc 0.1%
Value ($000) $384 Shares 13,440 Est. Cost $18.14 Unrealized +36.0%
AMCX Amc Networks Inc 0.1%
Value ($000) $377 Shares 20,060 Est. Cost $41.70 Unrealized -64.5%
LEA Lear Corporation 0.1%
Value ($000) $369 Shares 2,611 Est. Cost $130.72 Unrealized -3.5%
DHI D R Horton Co 0.1%
Value ($000) $364 Shares 2,393 Est. Cost $78.10 Unrealized +54.3%
CACI CACI International Inc 0.1%
Value ($000) $362 Shares 1,119 Est. Cost $256.48 Unrealized +26.5%
SJM J M Smucker Co 0.1%
Value ($000) $350 Shares 2,770 Est. Cost $101.10 Unrealized +5.6%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $346 Shares 1,800 Est. Cost $116.57 Unrealized
TKO TKO GROUP HOLDINGS INC CLASS A 0.1%
Value ($000) $346 Shares 4,245 Est. Cost $99.79 Unrealized -21.4%
UCTT Ultra Clean Holdings Inc 0.1%
Value ($000) $335 Shares 9,820 Est. Cost $33.07 Unrealized -16.0%
PII Polaris Industries 0.1%
Value ($000) $333 Shares 3,515 Est. Cost $127.95 Unrealized -28.4%
CAH Cardinal Health, Inc. 0.1%
Value ($000) $327 Shares 3,240 Est. Cost $59.51 Unrealized +60.8%
MAS Masco Corp 0.1%
Value ($000) $326 Shares 4,870 Est. Cost $57.31 Unrealized -2.2%
GPN Global Payments Inc. 0.1%
Value ($000) $321 Shares 2,524 Est. Cost $123.38 Unrealized -8.2%
QRVO Qorvo Inc 0.1%
Value ($000) $311 Shares 2,760 Est. Cost $146.83 Unrealized -34.2%
WERN Werner Enterprises Inc 0.1%
Value ($000) $310 Shares 7,310 Est. Cost $37.05 Unrealized +5.7%
WGO Winnebago Industries Inc 0.1%
Value ($000) $309 Shares 4,240 Est. Cost $71.86 Unrealized -10.7%
VECO Veeco Instruments Inc. 0.1%
Value ($000) $307 Shares 9,890 Est. Cost $20.57 Unrealized +35.4%
Hibbett Sports Inc 0.1%
Value ($000) $295 Shares 4,100 Est. Cost $0.05 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $291 Shares 2,015 Est. Cost $125.17 Unrealized -5.5%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $291 Shares 3,587 Est. Cost $72.11 Unrealized +0.1%
GEN NortonLifeLock Inc 0.1%
Value ($000) $287 Shares 12,590 Est. Cost $23.80 Unrealized -20.1%
PATK Patrick Industries Inc 0.1%
Value ($000) $287 Shares 2,860 Est. Cost $44.73 Unrealized +18.1%
LRN Stride Inc 0.1%
Value ($000) $282 Shares 4,745 Est. Cost $40.67 Unrealized +34.6%
TPR Tapestry Inc 0.1%
Value ($000) $278 Shares 7,545 Est. Cost $29.19 Unrealized 0.0%
SNY Sanofi S.A. 0.1%
Value ($000) $277 Shares 5,580 Est. Cost $0.05 Unrealized
JPM Jpmorgan Chase & Co. 0.1%
Value ($000) $271 Shares 1,596 Est. Cost $117.65 Unrealized +23.2%
UGI Ugi Corporation 0.1%
Value ($000) $267 Shares 10,845 Est. Cost $39.67 Unrealized -44.4%
BRK/B Berkshire Hathaway Inc. 0.1%
Value ($000) $267 Shares 748 Est. Cost $350.99 Unrealized 0.0%
CVX Chevron Corporation 0.1%
Value ($000) $267 Shares 1,788 Est. Cost $101.75 Unrealized +35.4%
T At&T Inc. 0.1%
Value ($000) $263 Shares 15,665 Est. Cost $15.34 Unrealized -7.3%
VNQ Vanguard Real Estate Index Fund ETF 0.1%
Value ($000) $262 Shares 2,961 Est. Cost $69.98 Unrealized
IWP iShares Russell Mid Growth ETF 0.1%
Value ($000) $253 Shares 2,420 Est. Cost $0.09 Unrealized
KBH KB Home 0.1%
Value ($000) $245 Shares 3,930 Est. Cost $49.60 Unrealized 0.0%
CSX Csx Corporation 0.1%
Value ($000) $244 Shares 7,044 Est. Cost $27.48 Unrealized +12.3%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $240 Shares 917 Est. Cost $171.45 Unrealized
CWH Camping World Holdings I 0.1%
Value ($000) $240 Shares 9,145 Est. Cost $23.34 Unrealized -15.5%
NVS Novartis Ag 0.1%
Value ($000) $239 Shares 2,370 Est. Cost $83.77 Unrealized
SVC Service Properties Trust 0.1%
Value ($000) $237 Shares 27,730 Est. Cost $8.54 Unrealized
SYK Stryker Corporation 0.1%
Value ($000) $234 Shares 782 Est. Cost $257.74 Unrealized +6.6%
Masonite Intl Corp 0.1%
Value ($000) $232 Shares 2,745 Est. Cost $107.67 Unrealized
LHX L3harris Technologies Inc 0.1%
Value ($000) $232 Shares 1,100 Est. Cost $179.88 Unrealized 0.0%
AZN Astrazeneca Plc 0.1%
Value ($000) $225 Shares 3,341 Est. Cost $59.98 Unrealized
Brookfield Infrastructure Corp 0.1%
Value ($000) $222 Shares 6,302 Est. Cost $42.47 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $211 Shares 714 Est. Cost $251.22 Unrealized 0.0%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $207 Shares 2,005 Est. Cost $103.07 Unrealized
V Visa Incorporation 0.1%
Value ($000) $202 Shares 776 Est. Cost $242.67 Unrealized 0.0%
PK Park hotels and Resorts INC 0.1%
Value ($000) $200 Shares 13,100 Est. Cost $0.01 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $200 Shares 3,274 Est. Cost $61.10 Unrealized
MPT Medical Properties Trust Inc 0.1%
Value ($000) $183 Shares 37,365 Est. Cost $0.01 Unrealized
JBI JANUS INTERNATIONAL GROUP ORD 0.1%
Value ($000) $176 Shares 13,470 Est. Cost $10.63 Unrealized 0.0%
LC Lendingclub Corp 0.0%
Value ($000) $100 Shares 11,425 Est. Cost $13.90 Unrealized -54.8%
BASA Basanite Inc 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $0.26 Unrealized -90.4%