CX Institutional Diversified Active

CIK: 0001737089 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $1,930,847 (100.0% shares, 0.0% debt)

Holdings (507)

IVV ISHARES TRUST CORE S&P500 ETF 2.9%
Value ($000) $55,756 Shares 125,096 Est. Cost $304.32 Unrealized
SPTI SPDR SERIES TRUST PORTFLI INTRMDIT ETF 2.4%
Value ($000) $47,240 Shares 1,669,853 Est. Cost $30.12 Unrealized
VO VANGUARD MID CAP ETF 1.8%
Value ($000) $35,709 Shares 162,196 Est. Cost $160.88 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $29,202 Shares 150,548 Est. Cost $133.18 Unrealized +29.2%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.5%
Value ($000) $28,955 Shares 580,849 Est. Cost $49.65 Unrealized
VV VANGUARD LARGE CAP ETF 1.5%
Value ($000) $28,920 Shares 142,659 Est. Cost $135.22 Unrealized
ITM VANECK ETF TRUST INTERMEDIATE MUNI ETF 1.4%
Value ($000) $27,857 Shares 604,662 Est. Cost $47.17 Unrealized
SPBO SPDR SERIES TRUST PORTFOLIO CRPORT ETF 1.4%
Value ($000) $27,366 Shares 947,739 Est. Cost $29.78 Unrealized
VB VANGUARD SMALL CP ETF 1.3%
Value ($000) $25,990 Shares 130,678 Est. Cost $170.85 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $24,919 Shares 73,175 Est. Cost $197.21 Unrealized +55.8%
SPMB SPDR SERIES TRUST PORTFOLIO MORTGAGE BACKED 1.2%
Value ($000) $23,923 Shares 1,091,886 Est. Cost $23.08 Unrealized
USMV ISHARES TRUST MSCI USA MIN VOL FACTOR ETF 1.2%
Value ($000) $23,324 Shares 313,788 Est. Cost $68.80 Unrealized
MUB ISHARES TRUST NATIONAL MUN ETF 1.2%
Value ($000) $22,272 Shares 208,675 Est. Cost $108.93 Unrealized
GBIL GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF 1.1%
Value ($000) $21,977 Shares 219,620 Est. Cost $99.76 Unrealized
IVE ISHARES TRUST S&P 500 VAL ETF 1.1%
Value ($000) $21,167 Shares 131,315 Est. Cost $143.17 Unrealized
TAXF AMERICAN CENTURY INVESTMENTS DIVERSIFIED MU ETF 1.1%
Value ($000) $20,558 Shares 411,152 Est. Cost $53.82 Unrealized
JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF 1.0%
Value ($000) $20,219 Shares 403,248 Est. Cost $50.18 Unrealized
SPTS SPDR PORTFOLIO SH TSR ETF 1.0%
Value ($000) $19,704 Shares 684,405 Est. Cost $29.14 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 1.0%
Value ($000) $19,646 Shares 292,833 Est. Cost $66.30 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.9%
Value ($000) $18,169 Shares 104,502 Est. Cost $139.18 Unrealized
QAI INDEXIQ ETF TRUST HEDGE MLTI ETF 0.9%
Value ($000) $17,462 Shares 585,377 Est. Cost $29.20 Unrealized
BNDX VANGUARD TOTAL INT BD ETF 0.9%
Value ($000) $17,327 Shares 354,475 Est. Cost $52.64 Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.9%
Value ($000) $17,277 Shares 228,621 Est. Cost $75.47 Unrealized
TFI SPDR SPDR NUVEEN BLOOMBERG MUNIC 0.9%
Value ($000) $16,954 Shares 367,281 Est. Cost $50.10 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.9%
Value ($000) $16,896 Shares 164,133 Est. Cost $106.50 Unrealized
IAU ISHARES GOLD TRUST ISHARES NEW ETF 0.9%
Value ($000) $16,697 Shares 458,844 Est. Cost $37.51 Unrealized
GOOGL ALPHABET INC COM CL A 0.8%
Value ($000) $15,323 Shares 128,009 Est. Cost $100.79 Unrealized +13.3%
EWJ ISHARES INC MSCI JPN ETF NEW 0.8%
Value ($000) $15,071 Shares 243,476 Est. Cost $53.90 Unrealized
LLY ELI LILLY AND COMPANY COM 0.7%
Value ($000) $14,223 Shares 30,327 Est. Cost $305.85 Unrealized +34.5%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $14,216 Shares 109,054 Est. Cost $105.88 Unrealized +7.9%
EWP ISHARES INC MSCI SPAIN ETF 0.7%
Value ($000) $14,183 Shares 490,763 Est. Cost $23.35 Unrealized
KSA ISHARES TRUST MSCI SAUDI ARBIA ETF 0.7%
Value ($000) $14,172 Shares 342,892 Est. Cost $40.05 Unrealized
EWC ISHARES INC MSCI CDA ETF 0.7%
Value ($000) $13,871 Shares 396,419 Est. Cost $32.68 Unrealized
EWQ ISHARES INC MSCI FRANCE ETF 0.7%
Value ($000) $13,867 Shares 359,889 Est. Cost $34.39 Unrealized
EWL ISHARES INC MSCI SWITZERLAND ETF 0.7%
Value ($000) $13,574 Shares 293,752 Est. Cost $45.45 Unrealized
EWU ISHARES TRUST MSCI UK ETF NEW 0.7%
Value ($000) $13,570 Shares 419,476 Est. Cost $31.51 Unrealized
VTV VANGUARD VALUE ETF 0.7%
Value ($000) $13,543 Shares 95,307 Est. Cost $141.35 Unrealized
BLOK AMPLIFY ETF TR BLOCKCHAIN LDR ETF 0.7%
Value ($000) $13,490 Shares 592,955 Est. Cost $19.28 Unrealized
EIS ISHARES INC MSCI ISRAEL ETF 0.7%
Value ($000) $13,340 Shares 248,977 Est. Cost $55.37 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.7%
Value ($000) $13,208 Shares 143,842 Est. Cost $91.56 Unrealized
TSLA TESLA INC COM 0.7%
Value ($000) $12,690 Shares 48,479 Est. Cost $207.29 Unrealized -3.5%
EWT ISHARES INC MSCI TAIWAN ETF 0.6%
Value ($000) $12,514 Shares 266,143 Est. Cost $47.02 Unrealized
EWG ISHARES INC MSCI GERMANY ETF 0.6%
Value ($000) $12,375 Shares 433,154 Est. Cost $28.57 Unrealized
HYMB SPDR SERIES TRUST SPDR NUVEEN BLMBRG HIGH YLD 0.6%
Value ($000) $12,182 Shares 487,102 Est. Cost $37.10 Unrealized
CIBR FIRST TRUST EXCH TRADED FUND 2 NASDAQ CYB ETF 0.6%
Value ($000) $12,015 Shares 264,595 Est. Cost $41.23 Unrealized
IWD ISHARES TRUST RUS 1000 VAL ETF 0.6%
Value ($000) $11,849 Shares 75,072 Est. Cost $145.70 Unrealized
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $11,525 Shares 75,950 Est. Cost $128.26 Unrealized +10.2%
V VISA INC COM CL A 0.6%
Value ($000) $11,172 Shares 47,045 Est. Cost $208.27 Unrealized +7.8%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $10,838 Shares 22,550 Est. Cost $414.01 Unrealized +12.3%
IUSG ISHARES TRUST CORE S&P US GWT ETF 0.6%
Value ($000) $10,788 Shares 110,490 Est. Cost $87.12 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.5%
Value ($000) $9,841 Shares 22,200 Est. Cost $377.62 Unrealized
IVW ISHARES TRUST S&P 500 GRWT ETF 0.5%
Value ($000) $9,668 Shares 137,179 Est. Cost $66.34 Unrealized
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.5%
Value ($000) $9,665 Shares 56,919 Est. Cost $138.60 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.5%
Value ($000) $9,475 Shares 77,294 Est. Cost $101.60 Unrealized
VOE VANGUARD MCAP VL IDXVIP ETF 0.5%
Value ($000) $9,472 Shares 68,447 Est. Cost $127.71 Unrealized
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.5%
Value ($000) $9,386 Shares 70,717 Est. Cost $116.36 Unrealized
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.5%
Value ($000) $9,356 Shares 229,148 Est. Cost $44.13 Unrealized
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 0.5%
Value ($000) $9,266 Shares 214,500 Est. Cost $36.07 Unrealized
QEFA SPDR INDEX SHARES FUNDS MSCI EAFE STRTGC ETF 0.5%
Value ($000) $9,082 Shares 129,885 Est. Cost $62.75 Unrealized
HYG ISHARES TRUST IBOXX HI YD ETF 0.4%
Value ($000) $8,668 Shares 115,461 Est. Cost $74.31 Unrealized
IDV ISHARES TRUST INTL SEL DIV ETF 0.4%
Value ($000) $8,574 Shares 325,655 Est. Cost $27.17 Unrealized
MGK VANGUARD MEGA GRWTH IND ETF 0.4%
Value ($000) $8,506 Shares 36,147 Est. Cost $196.14 Unrealized
IWF ISHARES TRUST RUS 1000 GRW ETF 0.4%
Value ($000) $8,505 Shares 30,908 Est. Cost $235.75 Unrealized
MLN VANECK ETF TRUST LONG MUNI ETF 0.4%
Value ($000) $8,390 Shares 467,432 Est. Cost $16.95 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 0.4%
Value ($000) $8,205 Shares 82,342 Est. Cost $96.35 Unrealized
DON WISDOMTREE TRUST US MIDCAP DIVID ETF 0.4%
Value ($000) $8,163 Shares 194,131 Est. Cost $32.32 Unrealized
UPS UNITED PARCEL SERVICE INC COM CL B 0.4%
Value ($000) $8,040 Shares 44,856 Est. Cost $157.67 Unrealized -2.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.4%
Value ($000) $8,040 Shares 119,105 Est. Cost $62.02 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.4%
Value ($000) $7,485 Shares 33,981 Est. Cost $188.62 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $7,466 Shares 213,070 Est. Cost $32.03 Unrealized -4.5%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.4%
Value ($000) $7,413 Shares 99,942 Est. Cost $72.01 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.4%
Value ($000) $7,388 Shares 49,370 Est. Cost $143.62 Unrealized
DEM WISDOMTREE TRUST EMER MKT HIGH FD ETF 0.4%
Value ($000) $7,191 Shares 187,894 Est. Cost $37.75 Unrealized
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $7,114 Shares 25,140 Est. Cost $231.13 Unrealized
COR AMERISOURCEBERGEN CORPORATION COM 0.4%
Value ($000) $7,020 Shares 36,480 Est. Cost $154.28 Unrealized +9.6%
SHM SPDR SPDR NUVEEN BLOMBERG SHRT T 0.4%
Value ($000) $6,849 Shares 145,564 Est. Cost $48.38 Unrealized
MCK MCKESSON CORPORATION COM 0.4%
Value ($000) $6,817 Shares 15,954 Est. Cost $352.99 Unrealized +7.5%
CSX CSX CORP COM 0.4%
Value ($000) $6,777 Shares 198,731 Est. Cost $29.50 Unrealized +3.2%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.3%
Value ($000) $6,717 Shares 19,699 Est. Cost $275.91 Unrealized +18.3%
VOT VANGUARD MCAP GR IDXVIP ETF 0.3%
Value ($000) $6,682 Shares 32,475 Est. Cost $192.19 Unrealized
LAM RESEARCH CORP COM 0.3%
Value ($000) $6,610 Shares 10,283 Est. Cost $523.46 Unrealized
XLC SELECT SECTOR SPDR TRUST COMMUNICATION ETF 0.3%
Value ($000) $6,592 Shares 101,286 Est. Cost $53.42 Unrealized
ABT ABBOTT LABORATORIES COM 0.3%
Value ($000) $6,554 Shares 60,121 Est. Cost $95.02 Unrealized +6.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $6,531 Shares 102,121 Est. Cost $60.69 Unrealized -2.9%
DRIV GLOBAL X FDS AUTONMOUS EV ETF 0.3%
Value ($000) $6,470 Shares 248,456 Est. Cost $23.50 Unrealized
EA ELECTRONIC ARTS INC COM 0.3%
Value ($000) $6,150 Shares 47,414 Est. Cost $115.63 Unrealized +8.1%
AMGN AMGEN INC COM 0.3%
Value ($000) $6,088 Shares 27,422 Est. Cost $203.26 Unrealized +5.1%
DLN WISDOMTREE TRUST US LARGECAP DIVD ETF 0.3%
Value ($000) $6,011 Shares 94,507 Est. Cost $72.09 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $5,975 Shares 127,128 Est. Cost $43.62 Unrealized +3.2%
LIT GLOBAL X FDS LITHIUM BTRY ETF 0.3%
Value ($000) $5,946 Shares 91,452 Est. Cost $63.18 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES COM 0.3%
Value ($000) $5,920 Shares 26,010 Est. Cost $193.79 Unrealized +1.0%
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.3%
Value ($000) $5,909 Shares 156,780 Est. Cost $40.05 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $5,784 Shares 88,382 Est. Cost $68.83 Unrealized
HEFA ISHARES TRUST HDG MSCI EAFE ETF 0.3%
Value ($000) $5,655 Shares 182,419 Est. Cost $27.59 Unrealized
ELV ELEVANCE HEALTH INC COM 0.3%
Value ($000) $5,639 Shares 12,693 Est. Cost $451.62 Unrealized -2.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $5,588 Shares 41,473 Est. Cost $118.12 Unrealized +13.2%
QCLN FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETF 0.3%
Value ($000) $5,553 Shares 108,548 Est. Cost $52.10 Unrealized
CSCO CISCO SYSTEMS INC COM 0.3%
Value ($000) $5,527 Shares 106,817 Est. Cost $44.21 Unrealized +3.0%
PHM PULTE GROUP INC COM 0.3%
Value ($000) $5,501 Shares 70,815 Est. Cost $40.87 Unrealized +62.5%
VBR VANGUARD SM CP VAL ETF 0.3%
Value ($000) $5,469 Shares 33,064 Est. Cost $134.65 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $5,425 Shares 31,145 Est. Cost $158.67 Unrealized -1.6%
PCAR PACCAR INC COM 0.3%
Value ($000) $5,406 Shares 64,631 Est. Cost $63.92 Unrealized +4.0%
UFPI UFP INDUSTRIES INC COM 0.3%
Value ($000) $5,339 Shares 55,014 Est. Cost $83.28 Unrealized +0.2%
ICLN ISHARES TRUST GL CLEAN ENE ETF 0.3%
Value ($000) $5,288 Shares 287,388 Est. Cost $19.32 Unrealized
GWX SPDR INDEX SHARES FUNDS S&P INTL SMLCP ETF 0.3%
Value ($000) $5,287 Shares 173,287 Est. Cost $29.41 Unrealized
IYF ISHARES TRUST U.S. FINLS ETF 0.3%
Value ($000) $5,229 Shares 70,082 Est. Cost $71.27 Unrealized
MR COOPER GROUP INC COM 0.3%
Value ($000) $5,187 Shares 102,431 Est. Cost $41.86 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.3%
Value ($000) $5,167 Shares 38,617 Est. Cost $119.74 Unrealized -1.4%
LEN LENNAR CORP COM CL A 0.3%
Value ($000) $5,161 Shares 41,187 Est. Cost $77.51 Unrealized +35.7%
CI THE CIGNA GROUP COM 0.3%
Value ($000) $5,148 Shares 18,346 Est. Cost $234.26 Unrealized +5.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.3%
Value ($000) $5,138 Shares 305,854 Est. Cost $14.40 Unrealized -1.4%
JBTM JOHN BEAN TECH COR COM 0.3%
Value ($000) $5,029 Shares 41,461 Est. Cost $104.75 Unrealized +3.7%
COST COSTCO WHOLESALE CORP COM 0.3%
Value ($000) $4,961 Shares 9,215 Est. Cost $307.33 Unrealized +58.5%
AKAM AKAMAI TECHNOLOGIES COM 0.3%
Value ($000) $4,926 Shares 54,817 Est. Cost $81.11 Unrealized +5.6%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $4,920 Shares 12,615 Est. Cost $261.35 Unrealized +25.7%
RS RELIANCE STEEL & ALUMINIUM COM 0.2%
Value ($000) $4,817 Shares 17,736 Est. Cost $235.84 Unrealized +5.0%
C CITIGROUP INC COM 0.2%
Value ($000) $4,811 Shares 104,489 Est. Cost $43.82 Unrealized -2.5%
DISCOVER FINANCIAL SERVICES COM 0.2%
Value ($000) $4,808 Shares 41,151 Est. Cost $99.26 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.2%
Value ($000) $4,763 Shares 53,165 Est. Cost $74.27 Unrealized -0.6%
EBAY EBAY INC COM 0.2%
Value ($000) $4,744 Shares 106,164 Est. Cost $43.29 Unrealized -2.4%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $4,730 Shares 39,736 Est. Cost $116.41 Unrealized -6.9%
AIT APPLIED INDL TECHS COM 0.2%
Value ($000) $4,697 Shares 32,434 Est. Cost $132.26 Unrealized -1.3%
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $4,689 Shares 43,716 Est. Cost $61.50 Unrealized +62.0%
FUL FULLER (HB) CO COM 0.2%
Value ($000) $4,641 Shares 64,898 Est. Cost $66.06 Unrealized -4.1%
MS MORGAN STANLEY COM 0.2%
Value ($000) $4,567 Shares 53,481 Est. Cost $74.58 Unrealized +5.1%
EMN EASTMAN CHEMICAL CO COM 0.2%
Value ($000) $4,564 Shares 54,513 Est. Cost $76.46 Unrealized -4.3%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $4,547 Shares 58,995 Est. Cost $71.79 Unrealized +1.1%
AMP AMERIPRISE FINANCIAL INC COM 0.2%
Value ($000) $4,493 Shares 13,525 Est. Cost $312.98 Unrealized -5.3%
LNG CHENIERE ENERGY INC COM 0.2%
Value ($000) $4,407 Shares 28,925 Est. Cost $150.89 Unrealized -1.9%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $4,405 Shares 13,658 Est. Cost $301.93 Unrealized +2.0%
LABORATORY CORP AMER HLDGS COM 0.2%
Value ($000) $4,365 Shares 18,088 Est. Cost $218.94 Unrealized
GEN GEN DIGITAL INC COM 0.2%
Value ($000) $4,306 Shares 232,112 Est. Cost $18.80 Unrealized -11.8%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $4,304 Shares 115,736 Est. Cost $32.53 Unrealized -4.1%
LKQ LKQ CORPORATION COM 0.2%
Value ($000) $4,291 Shares 73,642 Est. Cost $51.91 Unrealized -0.7%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $4,290 Shares 41,406 Est. Cost $92.20 Unrealized +2.5%
IGF ISHARES TRUST GLB INFRASTR ETF 0.2%
Value ($000) $4,271 Shares 90,976 Est. Cost $46.97 Unrealized
WY WEYERHAEUSER COMPANY COM USD1.25 0.2%
Value ($000) $4,257 Shares 127,043 Est. Cost $29.07 Unrealized -4.2%
FOXA FOX CORP COM CL A 0.2%
Value ($000) $4,249 Shares 124,979 Est. Cost $32.44 Unrealized -2.4%
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $4,188 Shares 170,020 Est. Cost $23.67 Unrealized
ABM ABM INDUSTRIES INC COM 0.2%
Value ($000) $4,167 Shares 97,696 Est. Cost $43.34 Unrealized -5.7%
ADM ARCHER-DANIELS-MIDLAND CO COM 0.2%
Value ($000) $4,150 Shares 54,925 Est. Cost $74.95 Unrealized -7.5%
WMT WALMART INC COM 0.2%
Value ($000) $4,091 Shares 26,029 Est. Cost $37.66 Unrealized +30.0%
LUV SOUTHWEST AIRLINES CO COM 0.2%
Value ($000) $4,029 Shares 111,260 Est. Cost $31.68 Unrealized -6.9%
MAGELLAN MIDSTREAM PARTNERS LP COM NPV 0.2%
Value ($000) $3,999 Shares 64,165 Est. Cost $36.66 Unrealized
IAT ISHARES TRUST US REGNL BKS ETF 0.2%
Value ($000) $3,996 Shares 118,038 Est. Cost $33.85 Unrealized
XLI SELECT SECTOR SPDR TRUST SBI INT-INDS ETF 0.2%
Value ($000) $3,941 Shares 36,719 Est. Cost $92.65 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.2%
Value ($000) $3,936 Shares 110,404 Est. Cost $32.49 Unrealized
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.2%
Value ($000) $3,932 Shares 64,452 Est. Cost $52.59 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.2%
Value ($000) $3,915 Shares 124,552 Est. Cost $25.82 Unrealized
VOOV VANGUARD 500 VAL IDX FD ETF 0.2%
Value ($000) $3,880 Shares 24,921 Est. Cost $155.70 Unrealized
VBK VANGUARD SML CP GRW ETF 0.2%
Value ($000) $3,821 Shares 16,634 Est. Cost $217.72 Unrealized
MMM 3M COMPANY COM 0.2%
Value ($000) $3,806 Shares 38,021 Est. Cost $92.82 Unrealized -16.4%
USB US BANCORP COM 0.2%
Value ($000) $3,748 Shares 113,430 Est. Cost $37.94 Unrealized -25.1%
WMB WILLIAMS COMPANIES INC COM 0.2%
Value ($000) $3,734 Shares 114,424 Est. Cost $26.77 Unrealized 0.0%
SDVY FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF 0.2%
Value ($000) $3,730 Shares 131,765 Est. Cost $26.73 Unrealized
T AT&T INC COM 0.2%
Value ($000) $3,696 Shares 231,750 Est. Cost $16.28 Unrealized -9.1%
NFRA FLEXSHARES TRUST STOXX GLOBR INF ETF 0.2%
Value ($000) $3,628 Shares 69,277 Est. Cost $52.88 Unrealized
AON AON PLC (IE) COM CL A 0.2%
Value ($000) $3,627 Shares 10,508 Est. Cost $290.78 Unrealized +9.6%
FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF 0.2%
Value ($000) $3,600 Shares 35,539 Est. Cost $87.68 Unrealized
RJF RAYMOND JAMES FINANCIAL INC COM 0.2%
Value ($000) $3,598 Shares 34,676 Est. Cost $101.06 Unrealized -11.7%
IJH ISHARES TRUST CORE S&P MCP ETF 0.2%
Value ($000) $3,582 Shares 13,699 Est. Cost $233.37 Unrealized
EOG EOG RESOURCES INC COM 0.2%
Value ($000) $3,577 Shares 31,261 Est. Cost $104.63 Unrealized -0.2%
MPC MARATHON PETROLEUM CORP COM 0.2%
Value ($000) $3,533 Shares 30,299 Est. Cost $106.09 Unrealized +3.6%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $3,515 Shares 31,133 Est. Cost $118.26 Unrealized
SANM SANMINA CORP COM 0.2%
Value ($000) $3,490 Shares 57,900 Est. Cost $59.90 Unrealized -8.5%
GOOG ALPHABET INC COM CL C 0.2%
Value ($000) $3,442 Shares 28,454 Est. Cost $105.04 Unrealized +9.4%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.2%
Value ($000) $3,431 Shares 66,373 Est. Cost $54.16 Unrealized
PNC PNC FINANCIAL SERVICES GROUP COM 0.2%
Value ($000) $3,413 Shares 27,098 Est. Cost $134.84 Unrealized -18.1%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $3,386 Shares 20,455 Est. Cost $126.87 Unrealized +17.4%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.2%
Value ($000) $3,363 Shares 44,870 Est. Cost $63.98 Unrealized
VTRS VIATRIS INC COM 0.2%
Value ($000) $3,354 Shares 336,112 Est. Cost $9.63 Unrealized -12.1%
WM WASTE MANAGEMENT INC COM 0.2%
Value ($000) $3,350 Shares 19,317 Est. Cost $97.19 Unrealized +63.3%
PYPL PAYPAL HOLDINGS INC COM 0.2%
Value ($000) $3,329 Shares 49,895 Est. Cost $76.84 Unrealized -11.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value ($000) $3,271 Shares 29,550 Est. Cost $100.52 Unrealized -3.8%
TGT TARGET CORP COM 0.2%
Value ($000) $3,262 Shares 24,727 Est. Cost $148.63 Unrealized -9.2%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $3,251 Shares 34,082 Est. Cost $88.81 Unrealized -0.3%
LDOS LEIDOS HOLDINGS INC COM 0.2%
Value ($000) $3,199 Shares 36,156 Est. Cost $93.36 Unrealized -11.6%
IWM ISHARES TRUST RUSSELL 2000 ETF 0.2%
Value ($000) $3,164 Shares 16,895 Est. Cost $170.30 Unrealized
IP INTERNATIONAL PAPER CO COM 0.2%
Value ($000) $3,163 Shares 99,423 Est. Cost $32.51 Unrealized -10.5%
MA MASTERCARD INCORPORATED COM CL A 0.2%
Value ($000) $3,149 Shares 8,007 Est. Cost $344.92 Unrealized +7.2%
META META PLATFORMS INC COM CL A 0.2%
Value ($000) $3,083 Shares 10,744 Est. Cost $173.86 Unrealized +40.9%
AMCOR PLC COM 0.2%
Value ($000) $3,069 Shares 307,528 Est. Cost $10.14 Unrealized -7.9%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.2%
Value ($000) $3,065 Shares 33,379 Est. Cost $76.17 Unrealized -0.3%
DVN DEVON ENERGY CORP COM 0.2%
Value ($000) $3,055 Shares 63,203 Est. Cost $45.45 Unrealized 0.0%
TSN TYSON FOODS INC COM CL A 0.2%
Value ($000) $3,030 Shares 59,369 Est. Cost $55.45 Unrealized -10.6%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $3,028 Shares 7,157 Est. Cost $18.35 Unrealized +80.7%
EFA ISHARES TRUST MSCI EAFE ETF 0.2%
Value ($000) $3,005 Shares 41,451 Est. Cost $61.69 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC COM 0.2%
Value ($000) $2,992 Shares 15,906 Est. Cost $108.68 Unrealized +56.8%
VTWO VANGUARD VNG RUS2000IDX ETF 0.2%
Value ($000) $2,978 Shares 39,377 Est. Cost $75.62 Unrealized
SEE SEALED AIR CORP COM 0.1%
Value ($000) $2,884 Shares 72,091 Est. Cost $48.94 Unrealized -18.3%
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $2,840 Shares 19,526 Est. Cost $107.92 Unrealized +20.1%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,818 Shares 15,212 Est. Cost $122.15 Unrealized +39.6%
HUM HUMANA INC COM 0.1%
Value ($000) $2,781 Shares 6,219 Est. Cost $445.94 Unrealized +9.5%
HD HOME DEPOT INC COM 0.1%
Value ($000) $2,735 Shares 8,806 Est. Cost $257.35 Unrealized +7.4%
KO COCA-COLA CO COM 0.1%
Value ($000) $2,621 Shares 43,528 Est. Cost $53.02 Unrealized +8.2%
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $2,582 Shares 35,398 Est. Cost $59.20 Unrealized +15.8%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $2,505 Shares 12,245 Est. Cost $187.78 Unrealized -0.4%
XT ISHARES TRUST EXPONENTIAL TECH ETF 0.1%
Value ($000) $2,460 Shares 44,238 Est. Cost $46.77 Unrealized
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $2,372 Shares 7,948 Est. Cost $233.84 Unrealized +16.8%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $2,305 Shares 28,375 Est. Cost $77.85 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $2,299 Shares 14,020 Est. Cost $140.50 Unrealized -0.2%
ZTS ZOETIS INC COM CL A 0.1%
Value ($000) $2,269 Shares 13,176 Est. Cost $156.82 Unrealized +7.2%
MRK MERCK & CO INC COM 0.1%
Value ($000) $2,262 Shares 19,600 Est. Cost $71.92 Unrealized +45.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $2,261 Shares 10,509 Est. Cost $181.44 Unrealized +12.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $2,219 Shares 4,819 Est. Cost $406.75 Unrealized +6.1%
CVX CHEVRON CORPORATION COM 0.1%
Value ($000) $2,213 Shares 14,063 Est. Cost $85.57 Unrealized +67.4%
VHT VANGUARD HEALTH CAR ETF 0.1%
Value ($000) $2,140 Shares 8,743 Est. Cost $246.10 Unrealized
VMC VULCAN MATERIALS CO COM 0.1%
Value ($000) $2,139 Shares 9,490 Est. Cost $173.63 Unrealized +8.2%
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $2,094 Shares 45,621 Est. Cost $45.89 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.1%
Value ($000) $2,057 Shares 29,266 Est. Cost $151.63 Unrealized -35.9%
VIS VANGUARD INDUSTRIAL ETF 0.1%
Value ($000) $2,029 Shares 9,871 Est. Cost $190.90 Unrealized
DSI ISHARES MSCI 0.1%
Value ($000) $2,026 Shares 24,070 Est. Cost $72.28 Unrealized
NUBD NUVEEN ESG NUVEEN ESG US AGG BD ETF 0.1%
Value ($000) $1,990 Shares 90,499 Est. Cost $24.47 Unrealized
HSY HERSHEY COMPANY COM 0.1%
Value ($000) $1,964 Shares 7,867 Est. Cost $208.32 Unrealized +16.8%
CBOE CBOE GLOBAL MARKETS INC COM 0.1%
Value ($000) $1,935 Shares 14,018 Est. Cost $121.75 Unrealized +9.1%
VEA VANGUARD FTSE DEVELOPED MKTS ETF 0.1%
Value ($000) $1,885 Shares 40,827 Est. Cost $38.53 Unrealized
IEF ISHARES TRUST 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,884 Shares 19,501 Est. Cost $96.31 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.1%
Value ($000) $1,856 Shares 8,944 Est. Cost $177.80 Unrealized -1.3%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,844 Shares 3,836 Est. Cost $424.39 Unrealized +4.9%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $1,762 Shares 10,547 Est. Cost $135.10 Unrealized +7.0%
XLB SELECT SECTOR SPDR TRUST SBI MATERIALS ETF 0.1%
Value ($000) $1,753 Shares 21,148 Est. Cost $77.77 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,745 Shares 47,570 Est. Cost $37.45 Unrealized -11.3%
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 0.1%
Value ($000) $1,726 Shares 27,737 Est. Cost $49.29 Unrealized
J JACOBS SOLUTIONS I COM 0.1%
Value ($000) $1,705 Shares 14,344 Est. Cost $97.25 Unrealized -4.2%
NSIT INSIGHT ENTERPRISE INC COM 0.1%
Value ($000) $1,703 Shares 11,638 Est. Cost $95.52 Unrealized +40.6%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,693 Shares 627 Est. Cost $2397.10 Unrealized +8.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,687 Shares 14,165 Est. Cost $68.15 Unrealized +47.3%
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.1%
Value ($000) $1,654 Shares 20,371 Est. Cost $73.16 Unrealized
NUDM NUVEEN ESG NUVEEN ESG INTL DEV MKTS ETF 0.1%
Value ($000) $1,641 Shares 56,670 Est. Cost $25.50 Unrealized
XLF SELECT SECTOR SPDR TRUST FINANCIAL ETF 0.1%
Value ($000) $1,640 Shares 48,639 Est. Cost $34.31 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,626 Shares 2,062 Est. Cost $321.92 Unrealized +109.1%
VOX VANGUARD COMM SRVC ETF 0.1%
Value ($000) $1,609 Shares 15,131 Est. Cost $106.31 Unrealized
BRK/A BERKSHIRE HATHAWAY INC COM CL A 0.1%
Value ($000) $1,553 Shares 3 Est. Cost $363217.30 Unrealized +37.1%
TTC TORO CO COM 0.1%
Value ($000) $1,544 Shares 15,189 Est. Cost $111.33 Unrealized -7.9%
MARATHON OIL CORPORATION COM 0.1%
Value ($000) $1,542 Shares 66,972 Est. Cost $25.93 Unrealized
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $1,540 Shares 23,850 Est. Cost $69.07 Unrealized -3.3%
AGCO AGCO CORP COM 0.1%
Value ($000) $1,496 Shares 11,384 Est. Cost $96.62 Unrealized +19.1%
PKG PACKAGING CORP OF AMERICA COM 0.1%
Value ($000) $1,478 Shares 11,187 Est. Cost $125.41 Unrealized -1.0%
BA BOEING CO COM 0.1%
Value ($000) $1,416 Shares 6,707 Est. Cost $185.68 Unrealized +11.9%
NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF 0.1%
Value ($000) $1,380 Shares 39,816 Est. Cost $32.24 Unrealized
VOO VANGUARD S&P 500 ETF SHS 0.1%
Value ($000) $1,372 Shares 3,368 Est. Cost $351.34 Unrealized
AOA ISHARES TRUST AGGRES ALLOC ETF 0.1%
Value ($000) $1,343 Shares 20,244 Est. Cost $55.25 Unrealized
EWN ISHARES INC MSCI NETHERL ETF 0.1%
Value ($000) $1,331 Shares 30,762 Est. Cost $42.35 Unrealized
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $1,325 Shares 19,248 Est. Cost $30.62 Unrealized +104.3%
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $1,308 Shares 14,467 Est. Cost $65.56 Unrealized +22.2%
EWD ISHARES INC MSCI SWEDEN ETF 0.1%
Value ($000) $1,295 Shares 36,556 Est. Cost $35.49 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,271 Shares 15,210 Est. Cost $83.56 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,228 Shares 2,511 Est. Cost $410.06 Unrealized -1.8%
CPRT COPART INC COM 0.1%
Value ($000) $1,198 Shares 13,139 Est. Cost $23.25 Unrealized +78.3%
DHR DANAHER CORP COM 0.1%
Value ($000) $1,191 Shares 4,964 Est. Cost $219.26 Unrealized -4.8%
MDY SPDR S&P 0.1%
Value ($000) $1,184 Shares 2,472 Est. Cost $413.44 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $1,183 Shares 6,502 Est. Cost $173.41 Unrealized
IAI ISHARES TRUST US BR DEL SE ETF 0.1%
Value ($000) $1,175 Shares 12,949 Est. Cost $90.75 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.1%
Value ($000) $1,171 Shares 4,409 Est. Cost $234.92 Unrealized -2.1%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,168 Shares 5,527 Est. Cost $187.54 Unrealized +7.5%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,166 Shares 5,957 Est. Cost $194.17 Unrealized -6.8%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,165 Shares 2,645 Est. Cost $24.13 Unrealized +52.6%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,165 Shares 15,702 Est. Cost $72.08 Unrealized -2.9%
SYK STRYKER CORP COM 0.1%
Value ($000) $1,145 Shares 3,754 Est. Cost $221.47 Unrealized +27.0%
RSPH INVESCO EXCHANGE TRADED FD TR S&P500 EQL HLT ETF 0.1%
Value ($000) $1,140 Shares 3,826 Est. Cost $298.02 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.1%
Value ($000) $1,126 Shares 3,049 Est. Cost $347.63 Unrealized
OKE ONEOK INC COM 0.1%
Value ($000) $1,091 Shares 17,679 Est. Cost $57.32 Unrealized -5.6%
CMCSA COMCAST CORP COM CL A 0.1%
Value ($000) $1,085 Shares 26,110 Est. Cost $34.20 Unrealized +7.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,080 Shares 1,245 Est. Cost $48.12 Unrealized +42.8%
TAN INVESCO EXCHANGE TRADED FUND T SOLAR ETF 0.1%
Value ($000) $1,076 Shares 15,068 Est. Cost $70.06 Unrealized
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $1,074 Shares 10,960 Est. Cost $78.57 Unrealized +17.5%
NTAP NETAPP INC COM 0.1%
Value ($000) $1,073 Shares 14,051 Est. Cost $63.16 Unrealized +1.0%
EFX EQUIFAX INC COM 0.1%
Value ($000) $1,073 Shares 4,558 Est. Cost $140.87 Unrealized +46.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,053 Shares 9,240 Est. Cost $76.27 Unrealized +36.4%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $1,035 Shares 10,255 Est. Cost $86.46 Unrealized
ITB ISHARES TRUST US HOME CONS ETF 0.1%
Value ($000) $1,030 Shares 12,058 Est. Cost $52.05 Unrealized
NUMV NUVEEN ESG NUVEEN ESG MID CAP VAL ETF 0.1%
Value ($000) $1,030 Shares 34,757 Est. Cost $28.01 Unrealized
VDC VANGUARD CONSUM STP ETF 0.1%
Value ($000) $1,028 Shares 5,289 Est. Cost $193.58 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,025 Shares 4,664 Est. Cost $174.15 Unrealized +16.7%
VCR VANGUARD CONSUM DIS ETF 0.1%
Value ($000) $1,016 Shares 3,587 Est. Cost $245.90 Unrealized
ACN ACCENTURE PLC COM 0.1%
Value ($000) $1,010 Shares 3,274 Est. Cost $240.77 Unrealized +16.2%
VGT VANGUARD INF TECH ETF 0.1%
Value ($000) $1,010 Shares 2,284 Est. Cost $342.06 Unrealized
XHB SPDR SERIES TRUST S&P HOMEBUILD ETF 0.1%
Value ($000) $1,003 Shares 12,494 Est. Cost $60.32 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH ETF 0.1%
Value ($000) $998 Shares 12,000 Est. Cost $72.89 Unrealized
LVHD LEGG MASON ETF INVEST TRUST LOW VOL HIGH DIV ETF 0.1%
Value ($000) $996 Shares 27,161 Est. Cost $33.20 Unrealized
IEMG ISHARES INC CORE MSCI EMKT ETF 0.0%
Value ($000) $964 Shares 19,554 Est. Cost $48.18 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $956 Shares 9,650 Est. Cost $84.75 Unrealized +14.8%
BAC BANK OF AMERICA CORPORATION COM 0.0%
Value ($000) $951 Shares 33,134 Est. Cost $26.49 Unrealized +0.5%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $950 Shares 8,721 Est. Cost $108.38 Unrealized -9.8%
LIN LINDE PLC COM 0.0%
Value ($000) $936 Shares 2,456 Est. Cost $322.30 Unrealized +9.5%
INTU INTUIT INC COM 0.0%
Value ($000) $928 Shares 2,025 Est. Cost $410.05 Unrealized +5.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $924 Shares 4,742 Est. Cost $128.41 Unrealized +37.8%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $923 Shares 5,127 Est. Cost $143.47 Unrealized +10.9%
REM ISHARES TRUST MORTGE REL ETF 0.0%
Value ($000) $909 Shares 38,515 Est. Cost $21.66 Unrealized
NUSC NUVEEN ESG NUVEEN ESG SMALL CAP ETF 0.0%
Value ($000) $902 Shares 24,378 Est. Cost $32.27 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $878 Shares 6,359 Est. Cost $108.60 Unrealized +15.8%
XRT SPDR SERIES TRUST S&P RETAIL ETF 0.0%
Value ($000) $873 Shares 13,699 Est. Cost $63.79 Unrealized
IBB ISHARES TRUST ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $858 Shares 6,756 Est. Cost $120.49 Unrealized
REZ ISHARES TRUST ISHARES RESIDENTIAL AND MUL 0.0%
Value ($000) $854 Shares 11,661 Est. Cost $70.44 Unrealized
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $852 Shares 9,668 Est. Cost $75.15 Unrealized +5.6%
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $835 Shares 19,563 Est. Cost $36.37 Unrealized +3.5%
SUSB ISHARES TRUST ESG AWARE 1 TO 5 YEAR USD C 0.0%
Value ($000) $833 Shares 34,850 Est. Cost $25.04 Unrealized
XPH SPDR SERIES TRUST S&P PHARMAC ETF 0.0%
Value ($000) $824 Shares 20,113 Est. Cost $41.28 Unrealized
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 0.0%
Value ($000) $824 Shares 23,976 Est. Cost $37.18 Unrealized
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $820 Shares 3,632 Est. Cost $186.52 Unrealized +6.0%
IHF ISHARES TRUST US HLTHCR PR ETF 0.0%
Value ($000) $806 Shares 3,150 Est. Cost $266.98 Unrealized
NKE NIKE INC COM CL B 0.0%
Value ($000) $804 Shares 7,282 Est. Cost $102.42 Unrealized +8.7%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $800 Shares 7,278 Est. Cost $54.51 Unrealized +46.4%
RVTY REVVITY INC COM 0.0%
Value ($000) $771 Shares 6,492 Est. Cost $86.92 Unrealized +40.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $765 Shares 1,908 Est. Cost $335.92 Unrealized +6.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $759 Shares 14,491 Est. Cost $52.37 Unrealized
PGR PROGRESSIVE CORP (OHIO) COM 0.0%
Value ($000) $755 Shares 5,706 Est. Cost $82.96 Unrealized +47.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $749 Shares 16,544 Est. Cost $34.31 Unrealized +6.6%
NUMG NUVEEN ESG NUVEEN ESG MID CAP GRWTH ETF 0.0%
Value ($000) $738 Shares 18,910 Est. Cost $36.76 Unrealized
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $737 Shares 2,154 Est. Cost $259.40 Unrealized +16.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $734 Shares 2,983 Est. Cost $207.55 Unrealized +3.0%
RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF 0.0%
Value ($000) $726 Shares 9,070 Est. Cost $80.00 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.0%
Value ($000) $725 Shares 8,123 Est. Cost $109.98 Unrealized -15.8%
VONV VANGUARD VNG RUS1000VAL ETF 0.0%
Value ($000) $720 Shares 10,410 Est. Cost $66.83 Unrealized
IGE ISHARES TRUST NORTH AMERN NAT ETF 0.0%
Value ($000) $718 Shares 18,488 Est. Cost $38.82 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.0%
Value ($000) $709 Shares 17,424 Est. Cost $40.49 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $700 Shares 1,728 Est. Cost $327.97 Unrealized +12.2%
CRL CHARLES RIVER LABORATORIES COM 0.0%
Value ($000) $700 Shares 3,327 Est. Cost $130.04 Unrealized +53.0%
DOV DOVER CORP COM 0.0%
Value ($000) $681 Shares 4,610 Est. Cost $82.30 Unrealized +68.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $680 Shares 6,967 Est. Cost $82.51 Unrealized +2.4%
TJX TJX COS INC COM 0.0%
Value ($000) $674 Shares 7,944 Est. Cost $63.12 Unrealized +20.6%
IJK ISHARES TRUST S&P MC 400GR ETF 0.0%
Value ($000) $671 Shares 8,948 Est. Cost $67.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $669 Shares 1,282 Est. Cost $460.09 Unrealized +16.3%
VCIT VANGUARD INT-TERM CORP ETF 0.0%
Value ($000) $665 Shares 8,410 Est. Cost $80.47 Unrealized
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $622 Shares 2,075 Est. Cost $223.13 Unrealized +18.9%
INTC INTEL CORP COM 0.0%
Value ($000) $619 Shares 18,511 Est. Cost $36.56 Unrealized -16.0%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $616 Shares 2,463 Est. Cost $193.25 Unrealized +13.7%
PLD PROLOGIS INC COM USD0.01 0.0%
Value ($000) $611 Shares 4,979 Est. Cost $104.62 Unrealized +7.9%
NOW SERVICENOW INC COM 0.0%
Value ($000) $610 Shares 1,085 Est. Cost $91.69 Unrealized +9.0%
VRTX VERTEX PHARMACEUTICAL COM 0.0%
Value ($000) $607 Shares 1,724 Est. Cost $283.27 Unrealized +18.9%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $605 Shares 4,182 Est. Cost $93.47 Unrealized +30.8%
FNCL FIDELITY COVINGTON TRUST MSCI FINLS IDX ETF 0.0%
Value ($000) $604 Shares 12,822 Est. Cost $45.05 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $591 Shares 39,065 Est. Cost $11.43 Unrealized -6.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $587 Shares 2,369 Est. Cost $176.36 Unrealized +22.5%
STT STATE STREET CORPORATION COM 0.0%
Value ($000) $582 Shares 7,959 Est. Cost $52.04 Unrealized +26.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $569 Shares 1,876 Est. Cost $222.71 Unrealized +22.2%
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $566 Shares 2,814 Est. Cost $155.05 Unrealized +9.9%
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.0%
Value ($000) $561 Shares 6,924 Est. Cost $85.42 Unrealized
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $533 Shares 7,713 Est. Cost $64.30 Unrealized 0.0%
GBCI GLACIER BANCORP 0.0%
Value ($000) $515 Shares 16,530 Est. Cost $41.76 Unrealized -28.0%
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $515 Shares 9,087 Est. Cost $50.45 Unrealized 0.0%
NUEM NUVEEN ESG NUVEEN ESG EMRGN ETF 0.0%
Value ($000) $512 Shares 18,754 Est. Cost $25.85 Unrealized
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $512 Shares 10,415 Est. Cost $39.94 Unrealized +11.4%
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $511 Shares 6,636 Est. Cost $69.89 Unrealized +4.3%
FISV FISERV INC COM 0.0%
Value ($000) $510 Shares 4,042 Est. Cost $102.82 Unrealized +14.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $506 Shares 7,204 Est. Cost $59.92 Unrealized +9.0%
ATEC ALPHATEC HLDGS INC COM 0.0%
Value ($000) $505 Shares 28,080 Est. Cost $14.14 Unrealized +10.2%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $500 Shares 9,251 Est. Cost $43.83 Unrealized +19.2%
CB CHUBB LIMITED COM 0.0%
Value ($000) $495 Shares 2,571 Est. Cost $172.53 Unrealized +10.0%
FHLC FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETF 0.0%
Value ($000) $493 Shares 7,818 Est. Cost $60.41 Unrealized
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $471 Shares 9,046 Est. Cost $42.90 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $464 Shares 2,919 Est. Cost $143.75 Unrealized +2.7%
AJG GALLAGHER (ARTHUR J) & CO COM 0.0%
Value ($000) $461 Shares 2,098 Est. Cost $125.09 Unrealized +62.4%
FSTA FIDELITY COVINGTON TRUST CONSMR STAPLES ETF 0.0%
Value ($000) $459 Shares 10,104 Est. Cost $45.33 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $456 Shares 4,030 Est. Cost $106.97 Unrealized -2.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $451 Shares 2,663 Est. Cost $91.33 Unrealized +65.7%
AMT AMERICAN TOWER CORP COM USD0.01 0.0%
Value ($000) $450 Shares 2,318 Est. Cost $184.81 Unrealized -3.6%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $449 Shares 3,233 Est. Cost $126.21 Unrealized +7.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $445 Shares 2,176 Est. Cost $168.69 Unrealized +0.3%
SLGN SILGAN HOLDINGS INC COM 0.0%
Value ($000) $444 Shares 9,466 Est. Cost $49.58 Unrealized -1.9%
EXPO EXPONENT INC COM 0.0%
Value ($000) $439 Shares 4,699 Est. Cost $97.94 Unrealized -7.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $436 Shares 5,170 Est. Cost $78.04 Unrealized
DHI DR HORTON INC COM 0.0%
Value ($000) $434 Shares 3,563 Est. Cost $75.58 Unrealized +41.1%
OXY OCCIDENTAL PETROLEUM CORP COM 0.0%
Value ($000) $428 Shares 7,285 Est. Cost $47.25 Unrealized +21.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $426 Shares 4,517 Est. Cost $77.50 Unrealized +12.1%
CHTR CHARTER COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $425 Shares 1,158 Est. Cost $395.62 Unrealized -13.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $423 Shares 1,725 Est. Cost $193.76 Unrealized +9.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $421 Shares 169 Est. Cost $2067.82 Unrealized +23.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $421 Shares 1,855 Est. Cost $200.25 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $419 Shares 8,421 Est. Cost $39.63 Unrealized +7.3%
IYK ISHARES TRUST U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $418 Shares 2,086 Est. Cost $200.26 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $415 Shares 2,952 Est. Cost $100.39 Unrealized +30.5%
WTFC WINTRUST FINANCIAL CORP COM 0.0%
Value ($000) $410 Shares 5,648 Est. Cost $85.51 Unrealized -20.3%
AOM ISHARES TRUST MODERT ALLOC ETF 0.0%
Value ($000) $403 Shares 9,972 Est. Cost $39.27 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $400 Shares 1,149 Est. Cost $280.22 Unrealized +10.8%
CME CME GROUP INC COM 0.0%
Value ($000) $398 Shares 2,146 Est. Cost $153.85 Unrealized +8.2%
EL ESTEE LAUDER COMPANIES INC COM CL A 0.0%
Value ($000) $396 Shares 2,017 Est. Cost $215.86 Unrealized -6.6%
IWO ISHARES TRUST RUS 2000 GRW ETF 0.0%
Value ($000) $396 Shares 1,632 Est. Cost $208.51 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $396 Shares 4,450 Est. Cost $70.96 Unrealized +13.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $396 Shares 3,628 Est. Cost $111.41 Unrealized -4.2%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $395 Shares 10,244 Est. Cost $35.47 Unrealized -5.2%
CDNS CADENCE DESIGN SYSTEMS INC COM 0.0%
Value ($000) $395 Shares 1,683 Est. Cost $190.32 Unrealized +14.3%
NXST NEXSTAR MEDIA GROUP INC COM 0.0%
Value ($000) $390 Shares 2,341 Est. Cost $163.45 Unrealized -9.3%
PIONEER NATURAL RESOURCES CO COM 0.0%
Value ($000) $389 Shares 1,876 Est. Cost $219.64 Unrealized
BBY BEST BUY CO INC COM 0.0%
Value ($000) $388 Shares 4,738 Est. Cost $66.22 Unrealized -0.9%
FCX FREEPORT-MCMORAN INC COM CL B 0.0%
Value ($000) $386 Shares 9,647 Est. Cost $29.78 Unrealized +23.5%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $385 Shares 6,099 Est. Cost $63.48 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $385 Shares 6,696 Est. Cost $50.18 Unrealized +13.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $382 Shares 1,448 Est. Cost $241.97 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $382 Shares 5,052 Est. Cost $58.09 Unrealized +17.1%
KBE SPDR SERIES TRUST S&P BK ETF 0.0%
Value ($000) $374 Shares 10,379 Est. Cost $36.00 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $367 Shares 6,336 Est. Cost $42.09 Unrealized +34.2%
RSPU INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL ETF 0.0%
Value ($000) $362 Shares 3,274 Est. Cost $107.02 Unrealized
FIDU FIDELITY COVINGTON TRUST MSCI INDL INDX ETF 0.0%
Value ($000) $361 Shares 6,352 Est. Cost $52.97 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $361 Shares 1,931 Est. Cost $144.46 Unrealized +15.8%
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $356 Shares 3,965 Est. Cost $84.90 Unrealized +0.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $355 Shares 13,555 Est. Cost $29.42 Unrealized -21.5%
APH AMPHENOL CORP COM CL A 0.0%
Value ($000) $352 Shares 4,141 Est. Cost $37.13 Unrealized +2.2%
BP BP ADR SPONSORED 0.0%
Value ($000) $351 Shares 9,950 Est. Cost $30.56 Unrealized
CCI CROWN CASTLE INC COM USD0.01 0.0%
Value ($000) $349 Shares 3,062 Est. Cost $112.74 Unrealized -9.2%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $348 Shares 2,966 Est. Cost $113.51 Unrealized -5.6%
SPSM SPDR PORTFOLIO S&P 600 SM CAP ETF 0.0%
Value ($000) $348 Shares 8,957 Est. Cost $35.98 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.0%
Value ($000) $346 Shares 4,109 Est. Cost $79.81 Unrealized +0.2%
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $345 Shares 5,056 Est. Cost $57.94 Unrealized +1.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $342 Shares 3,060 Est. Cost $105.07 Unrealized -3.8%
IYZ ISHARES TRUST US TELECOM ETF 0.0%
Value ($000) $341 Shares 15,409 Est. Cost $22.10 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $337 Shares 2,199 Est. Cost $128.49 Unrealized +7.8%
HR HEALTHCARE REALTY TRUST INC COM USD0.01 CL A 0.0%
Value ($000) $333 Shares 17,671 Est. Cost $20.87 Unrealized
KLAC KLA CORPORATION COM 0.0%
Value ($000) $332 Shares 685 Est. Cost $346.11 Unrealized +17.8%
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $332 Shares 1,132 Est. Cost $242.88 Unrealized +14.5%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $332 Shares 7,456 Est. Cost $39.34 Unrealized +1.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $332 Shares 762 Est. Cost $319.25 Unrealized +26.2%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $327 Shares 5,252 Est. Cost $62.61 Unrealized -2.9%
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $326 Shares 2,329 Est. Cost $140.17 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $317 Shares 987 Est. Cost $294.52 Unrealized -1.8%
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $315 Shares 1,714 Est. Cost $168.95 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $314 Shares 4,238 Est. Cost $68.53 Unrealized 0.0%
VEU VANGUARD ALLWRLD EX US ETF 0.0%
Value ($000) $309 Shares 5,685 Est. Cost $44.29 Unrealized
HESS CORPORATION COM 0.0%
Value ($000) $309 Shares 2,272 Est. Cost $141.01 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $308 Shares 446 Est. Cost $704.55 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $303 Shares 3,297 Est. Cost $89.64 Unrealized
VIG VANGUARD DIV APP ETF 0.0%
Value ($000) $303 Shares 1,866 Est. Cost $141.61 Unrealized
AIG AMER INTL GRP INC COM 0.0%
Value ($000) $303 Shares 5,265 Est. Cost $50.62 Unrealized 0.0%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $302 Shares 3,944 Est. Cost $66.39 Unrealized +16.7%
PSA PUBLIC STORAGE COM USD0.10 0.0%
Value ($000) $302 Shares 1,036 Est. Cost $260.93 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $302 Shares 1,478 Est. Cost $199.96 Unrealized 0.0%
FDIS FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF 0.0%
Value ($000) $302 Shares 4,119 Est. Cost $65.18 Unrealized
KELLOGG COMPANY COM 0.0%
Value ($000) $300 Shares 4,458 Est. Cost $54.71 Unrealized +6.6%
FNF FIDELITY NATIONAL FINANCIAL COM 0.0%
Value ($000) $298 Shares 8,290 Est. Cost $31.55 Unrealized -3.7%
ARMK ARAMARK COM 0.0%
Value ($000) $296 Shares 6,872 Est. Cost $25.11 Unrealized +5.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $295 Shares 1,823 Est. Cost $167.54 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $295 Shares 1,762 Est. Cost $165.97 Unrealized -6.5%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $292 Shares 2,634 Est. Cost $80.03 Unrealized +12.7%
DXCM DEXCOM INC COM 0.0%
Value ($000) $292 Shares 2,271 Est. Cost $112.34 Unrealized +7.7%
AFL AFLAC INC COM 0.0%
Value ($000) $289 Shares 4,143 Est. Cost $63.22 Unrealized 0.0%
BWA BORG WARNER INC COM 0.0%
Value ($000) $289 Shares 5,899 Est. Cost $39.78 Unrealized -0.3%
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $287 Shares 134 Est. Cost $39.56 Unrealized 0.0%
HLT HILTON WORLDWIDE HOLDINGS INC COM 0.0%
Value ($000) $286 Shares 1,962 Est. Cost $139.89 Unrealized +1.0%
IQV IQVIA HOLDINGS INC COM 0.0%
Value ($000) $284 Shares 1,262 Est. Cost $200.78 Unrealized 0.0%
BITO PROSHARES TRUST BITCOIN STRATEGY ETF 0.0%
Value ($000) $283 Shares 16,656 Est. Cost $12.42 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $282 Shares 2,036 Est. Cost $114.06 Unrealized +12.9%
SAP SAP SE ADR SPONSORED 0.0%
Value ($000) $280 Shares 2,047 Est. Cost $126.32 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $278 Shares 610 Est. Cost $345.51 Unrealized +25.6%
EXC EXELON CORP COM 0.0%
Value ($000) $275 Shares 6,756 Est. Cost $37.41 Unrealized +0.1%
DOW DOW INC COM 0.0%
Value ($000) $274 Shares 5,152 Est. Cost $43.97 Unrealized +2.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $274 Shares 2,447 Est. Cost $99.23 Unrealized +3.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $273 Shares 3,816 Est. Cost $25.44 Unrealized +6.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $273 Shares 5,264 Est. Cost $52.41 Unrealized -9.2%
IDRV ISHARES TRUST SELF DRIVNG EV ETF 0.0%
Value ($000) $272 Shares 6,646 Est. Cost $40.91 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $272 Shares 4,809 Est. Cost $51.22 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $268 Shares 4,680 Est. Cost $58.48 Unrealized -3.2%
FAST FASTENAL COM 0.0%
Value ($000) $268 Shares 4,543 Est. Cost $23.90 Unrealized +7.5%
TT TRANE TECHNOLOGIES PLC COM 0.0%
Value ($000) $265 Shares 1,386 Est. Cost $161.41 Unrealized +7.0%
STZ CONSTELLATION BRANDS INC COM CL A 0.0%
Value ($000) $265 Shares 1,077 Est. Cost $222.70 Unrealized 0.0%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $265 Shares 15,385 Est. Cost $14.79 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $264 Shares 1,633 Est. Cost $139.82 Unrealized +2.6%
IYJ ISHARES TRUST US INDUSTRIALS ETF 0.0%
Value ($000) $263 Shares 2,481 Est. Cost $87.01 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $263 Shares 1,514 Est. Cost $167.74 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $261 Shares 333 Est. Cost $692.48 Unrealized 0.0%
CNC CENTENE CORPORATION COM 0.0%
Value ($000) $260 Shares 3,852 Est. Cost $66.69 Unrealized 0.0%
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $257 Shares 5,399 Est. Cost $35.89 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $251 Shares 1,109 Est. Cost $178.69 Unrealized +15.6%
CTSH COGNIZANT TECHNOLO COM CL A 0.0%
Value ($000) $251 Shares 3,838 Est. Cost $59.34 Unrealized 0.0%
IXJ ISHARES TRUST GLOB HLTHCRE ETF 0.0%
Value ($000) $250 Shares 2,942 Est. Cost $84.99 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $250 Shares 7,991 Est. Cost $30.38 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $250 Shares 502 Est. Cost $107.62 Unrealized +6.6%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $242 Shares 2,212 Est. Cost $96.30 Unrealized +9.2%
FIS FIDELITY NATIONAL INFORMATION COM 0.0%
Value ($000) $242 Shares 4,432 Est. Cost $51.49 Unrealized 0.0%
IGM ISHARES TRUST EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $240 Shares 611 Est. Cost $392.87 Unrealized
FTLS FIRST TRUST EXCHANGE-TRADED FU LNG/SHT EQUITY ETF 0.0%
Value ($000) $240 Shares 4,545 Est. Cost $41.87 Unrealized
HPQ HP INCORPORATION COM 0.0%
Value ($000) $237 Shares 7,722 Est. Cost $27.12 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $237 Shares 719 Est. Cost $270.53 Unrealized +2.0%
WELL WELLTOWER OP INC COM USD1 0.0%
Value ($000) $237 Shares 2,924 Est. Cost $72.65 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $236 Shares 1,622 Est. Cost $132.67 Unrealized 0.0%
EXI ISHARES TRUST GLOB INDSTRL ETF 0.0%
Value ($000) $234 Shares 1,946 Est. Cost $114.45 Unrealized
INTF ISHARES TRUST INTERNATIONAL EQUITY FACTOR 0.0%
Value ($000) $233 Shares 8,709 Est. Cost $24.69 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $233 Shares 3,889 Est. Cost $52.57 Unrealized 0.0%
BR BROADRIDGE FIN SOLUTIONS INC COM 0.0%
Value ($000) $231 Shares 1,392 Est. Cost $144.85 Unrealized 0.0%
CALAMOS CONVERTIBLE OPPORTUNIT SH BEN INT 0.0%
Value ($000) $230 Shares 20,502 Est. Cost $15.15 Unrealized
FREL FIDELITY COVINGTON TRUST MSCI RL EST ETF 0.0%
Value ($000) $227 Shares 9,047 Est. Cost $24.80 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $227 Shares 509 Est. Cost $361.03 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $226 Shares 1,555 Est. Cost $68.76 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC COM 0.0%
Value ($000) $224 Shares 4,908 Est. Cost $40.77 Unrealized 0.0%
APTIV PLC COM 0.0%
Value ($000) $223 Shares 2,183 Est. Cost $102.09 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $223 Shares 2,432 Est. Cost $81.35 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $221 Shares 2,722 Est. Cost $71.56 Unrealized +11.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $221 Shares 2,480 Est. Cost $77.21 Unrealized 0.0%
BKR BAKER HUGHES COMPANY COM CL A 0.0%
Value ($000) $219 Shares 6,929 Est. Cost $27.40 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $219 Shares 3,816 Est. Cost $49.92 Unrealized 0.0%
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $219 Shares 11,616 Est. Cost $11.70 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $218 Shares 2,469 Est. Cost $73.47 Unrealized 0.0%
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $216 Shares 10,362 Est. Cost $20.89 Unrealized
PPG PPG INDUSTRIES INC COM 0.0%
Value ($000) $216 Shares 1,453 Est. Cost $131.68 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $215 Shares 1,787 Est. Cost $139.69 Unrealized -10.5%
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $213 Shares 223 Est. Cost $61.07 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $213 Shares 2,354 Est. Cost $82.10 Unrealized +6.3%
IVT INVENTRUST PPTYS CORP COM USD0.001(POST REV SPLT) 0.0%
Value ($000) $212 Shares 9,151 Est. Cost $23.14 Unrealized
IYG ISHARES TRUST U.S. FIN SVC ETF 0.0%
Value ($000) $209 Shares 1,324 Est. Cost $157.99 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.0%
Value ($000) $207 Shares 3,306 Est. Cost $57.12 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $203 Shares 712 Est. Cost $297.86 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $202 Shares 281 Est. Cost $734.45 Unrealized +4.4%
FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 0.0%
Value ($000) $190 Shares 12,166 Est. Cost $15.64 Unrealized
VECTOR GROUP COM 0.0%
Value ($000) $155 Shares 12,103 Est. Cost $14.16 Unrealized
ABRDN INCOME CREDIT STRATEG COM 0.0%
Value ($000) $144 Shares 21,024 Est. Cost $6.66 Unrealized
CONTAINER STORE GRP INC (THE) COM 0.0%
Value ($000) $136 Shares 43,363 Est. Cost $3.44 Unrealized
WBD WARNER BROS DISCOVERY INC COM 0.0%
Value ($000) $131 Shares 10,481 Est. Cost $12.98 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $6.06 Unrealized +7.5%