Symphony Financial, Ltd. Co. Diversified Active

CIK: 0001800687 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 15, 2021

Total Value ($000): $378,348 (100.0% shares, 0.0% debt)

Holdings (193)

JPST J P MORGAN EXCHANGE-TRADED F 8.9%
Value ($000) $33,531 Shares 661,156 Est. Cost $49.96 Unrealized
BND VANGUARD BD INDEX FDS 8.1%
Value ($000) $30,548 Shares 329,720 Est. Cost $88.16 Unrealized
SPYG SPDR SER TR 5.4%
Value ($000) $20,496 Shares 297,870 Est. Cost $54.08 Unrealized
IEMG ISHARES INC 3.8%
Value ($000) $14,504 Shares 166,930 Est. Cost $80.37 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $12,990 Shares 49,148 Est. Cost $165.92 Unrealized +34.3%
IJH ISHARES TR 3.3%
Value ($000) $12,530 Shares 34,721 Est. Cost $321.85 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $12,207 Shares 87,180 Est. Cost $106.89 Unrealized +17.0%
QUAL ISHARES TR 3.2%
Value ($000) $12,176 Shares 74,627 Est. Cost $139.79 Unrealized
IEFA ISHARES TR 3.1%
Value ($000) $11,563 Shares 117,451 Est. Cost $91.08 Unrealized
IWM ISHARES TR 3.0%
Value ($000) $11,199 Shares 36,510 Est. Cost $277.38 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $11,150 Shares 112,171 Est. Cost $98.09 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $10,550 Shares 6,177 Est. Cost $139.34 Unrealized +13.8%
BA BOEING CO 1.9%
Value ($000) $7,097 Shares 22,554 Est. Cost $192.24 Unrealized +15.6%
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $6,790 Shares 77,669 Est. Cost $63.01 Unrealized +9.2%
IUSV ISHARES TR 1.6%
Value ($000) $6,211 Shares 68,804 Est. Cost $80.42 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $5,184 Shares 4,130 Est. Cost $86.52 Unrealized +13.2%
EMB ISHARES TR 1.2%
Value ($000) $4,577 Shares 38,732 Est. Cost $117.10 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $4,477 Shares 7,091 Est. Cost $10.94 Unrealized +22.5%
WMT WALMART INC 1.0%
Value ($000) $3,965 Shares 28,374 Est. Cost $36.92 Unrealized +17.3%
IHY VANECK VECTORS ETF TR 1.0%
Value ($000) $3,897 Shares 121,717 Est. Cost $30.77 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $3,674 Shares 22,509 Est. Cost $158.48 Unrealized
ABT ABBOTT LABS 0.9%
Value ($000) $3,434 Shares 28,653 Est. Cost $79.41 Unrealized +36.8%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,370 Shares 9,573 Est. Cost $289.13 Unrealized +14.1%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,261 Shares 15,396 Est. Cost $156.72 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,203 Shares 7,886 Est. Cost $304.61 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $2,899 Shares 3,508 Est. Cost $93.16 Unrealized +5.7%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,884 Shares 14,823 Est. Cost $117.44 Unrealized +28.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,694 Shares 5,954 Est. Cost $355.58 Unrealized +31.5%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $2,607 Shares 7,125 Est. Cost $278.22 Unrealized +14.9%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,572 Shares 18,909 Est. Cost $108.12 Unrealized +7.0%
LOW LOWES COS INC 0.7%
Value ($000) $2,537 Shares 13,063 Est. Cost $102.16 Unrealized +53.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,357 Shares 41,852 Est. Cost $41.82 Unrealized +3.6%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $2,351 Shares 16,249 Est. Cost $117.10 Unrealized -0.5%
TSLA TESLA INC 0.6%
Value ($000) $2,339 Shares 3,195 Est. Cost $213.88 Unrealized +17.4%
V VISA INC 0.6%
Value ($000) $2,327 Shares 10,814 Est. Cost $180.73 Unrealized +12.4%
GIS GENERAL MLS INC 0.5%
Value ($000) $2,016 Shares 32,657 Est. Cost $51.22 Unrealized -4.4%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $1,946 Shares 4,682 Est. Cost $350.66 Unrealized +11.1%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,921 Shares 5,147 Est. Cost $373.23 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $1,872 Shares 26,552 Est. Cost $55.68 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,869 Shares 23,406 Est. Cost $69.98 Unrealized 0.0%
BLACKROCK INC 0.5%
Value ($000) $1,832 Shares 2,344 Est. Cost $781.57 Unrealized
ISHARES TR 0.4%
Value ($000) $1,637 Shares 55,925 Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 0.4%
Value ($000) $1,523 Shares 10,610 Est. Cost $127.60 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,519 Shares 6,234 Est. Cost $203.36 Unrealized -5.4%
PAVE GLOBAL X FDS 0.4%
Value ($000) $1,491 Shares 58,849 Est. Cost $25.34 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,447 Shares 12,705 Est. Cost $106.46 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,445 Shares 8,847 Est. Cost $127.82 Unrealized +10.1%
OSISKO GOLD ROYALTIES LTD 0.4%
Value ($000) $1,443 Shares 121,972 Est. Cost $11.83 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,422 Shares 14,577 Est. Cost $71.49 Unrealized +5.6%
CMI CUMMINS INC 0.4%
Value ($000) $1,419 Shares 5,453 Est. Cost $221.90 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $1,381 Shares 9,616 Est. Cost $112.36 Unrealized +4.9%
T AT&T INC 0.4%
Value ($000) $1,369 Shares 44,183 Est. Cost $16.94 Unrealized -4.7%
IUSG ISHARES TR 0.4%
Value ($000) $1,368 Shares 12,530 Est. Cost $57.90 Unrealized
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $1,366 Shares 7,737 Est. Cost $108.53 Unrealized +21.5%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,346 Shares 22,781 Est. Cost $50.60 Unrealized
XYZ SQUARE INC 0.3%
Value ($000) $1,289 Shares 5,450 Est. Cost $233.92 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,088 Shares 3,468 Est. Cost $216.21 Unrealized +13.1%
ETSY ETSY INC 0.3%
Value ($000) $1,086 Shares 5,274 Est. Cost $117.59 Unrealized +78.0%
AVGO BROADCOM INC 0.3%
Value ($000) $1,071 Shares 2,214 Est. Cost $24.36 Unrealized +71.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,057 Shares 2,980 Est. Cost $288.46 Unrealized +17.7%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,056 Shares 16,534 Est. Cost $61.19 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,026 Shares 10,975 Est. Cost $62.49 Unrealized +32.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,000 Shares 16,912 Est. Cost $41.31 Unrealized +2.3%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $994 Shares 7,199 Est. Cost $123.49 Unrealized -10.2%
TGT TARGET CORP 0.3%
Value ($000) $970 Shares 4,719 Est. Cost $103.95 Unrealized +57.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $970 Shares 18,879 Est. Cost $30.41 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $919 Shares 2,858 Est. Cost $259.32 Unrealized +23.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $904 Shares 2,738 Est. Cost $330.59 Unrealized -9.3%
ABBV ABBVIE INC 0.2%
Value ($000) $902 Shares 8,555 Est. Cost $73.52 Unrealized +20.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $902 Shares 4,752 Est. Cost $133.04 Unrealized +35.4%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $893 Shares 3,999 Est. Cost $174.55 Unrealized +6.0%
KO COCA COLA CO 0.2%
Value ($000) $883 Shares 16,609 Est. Cost $43.34 Unrealized +0.1%
O REALTY INCOME CORP 0.2%
Value ($000) $877 Shares 13,471 Est. Cost $49.84 Unrealized -7.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $856 Shares 3,767 Est. Cost $227.24 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $852 Shares 3,855 Est. Cost $177.00 Unrealized +24.3%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $851 Shares 3,261 Est. Cost $179.68 Unrealized +34.3%
ZYNGA INC 0.2%
Value ($000) $784 Shares 74,404 Est. Cost $9.54 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $767 Shares 8,170 Est. Cost $66.02 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $766 Shares 3,726 Est. Cost $129.35 Unrealized +79.3%
GMED GLOBUS MED INC 0.2%
Value ($000) $739 Shares 11,578 Est. Cost $48.87 Unrealized +29.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $725 Shares 2,755 Est. Cost $213.73 Unrealized +13.6%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $707 Shares 6,477 Est. Cost $68.15 Unrealized +31.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $706 Shares 6,812 Est. Cost $76.75 Unrealized +3.7%
SO SOUTHERN CO 0.2%
Value ($000) $701 Shares 11,105 Est. Cost $49.37 Unrealized +0.9%
HILLENBRAND INC 0.2%
Value ($000) $700 Shares 14,000 Est. Cost $28.98 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $677 Shares 19,343 Est. Cost $20.83 Unrealized +45.7%
CSX CSX CORP 0.2%
Value ($000) $675 Shares 6,947 Est. Cost $28.57 Unrealized 0.0%
BIZD VANECK VECTORS ETF TR 0.2%
Value ($000) $674 Shares 41,118 Est. Cost $12.05 Unrealized
REM ISHARES TR 0.2%
Value ($000) $672 Shares 18,924 Est. Cost $20.06 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $666 Shares 10,388 Est. Cost $31.79 Unrealized +55.7%
REDFIN CORP 0.2%
Value ($000) $661 Shares 9,870 Est. Cost $41.94 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $648 Shares 3,102 Est. Cost $149.40 Unrealized +25.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $635 Shares 5,608 Est. Cost $77.04 Unrealized +22.0%
DDOG DATADOG INC 0.2%
Value ($000) $627 Shares 7,057 Est. Cost $91.75 Unrealized +5.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $627 Shares 4,289 Est. Cost $101.37 Unrealized +22.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $610 Shares 4,984 Est. Cost $95.06 Unrealized
PINS PINTEREST INC 0.2%
Value ($000) $610 Shares 7,327 Est. Cost $63.57 Unrealized +17.0%
BOND PIMCO ETF TR 0.2%
Value ($000) $608 Shares 5,548 Est. Cost $108.15 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $581 Shares 2,261 Est. Cost $242.32 Unrealized +19.0%
IWF ISHARES TR 0.1%
Value ($000) $565 Shares 2,248 Est. Cost $152.82 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $564 Shares 6,700 Est. Cost $74.72 Unrealized +22.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $559 Shares 7,490 Est. Cost $56.47 Unrealized +10.3%
NOW SERVICENOW INC 0.1%
Value ($000) $550 Shares 1,081 Est. Cost $98.21 Unrealized +7.5%
POOL POOL CORP 0.1%
Value ($000) $537 Shares 1,500 Est. Cost $328.70 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $536 Shares 10,116 Est. Cost $36.59 Unrealized +11.0%
DE DEERE & CO 0.1%
Value ($000) $528 Shares 1,407 Est. Cost $307.48 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $519 Shares 796 Est. Cost $652.01 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW 0.1%
Value ($000) $515 Shares 8,600 Est. Cost $46.28 Unrealized +25.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $515 Shares 7,549 Est. Cost $53.92 Unrealized +0.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $512 Shares 815 Est. Cost $628.22 Unrealized
PII POLARIS INC 0.1%
Value ($000) $508 Shares 3,715 Est. Cost $121.88 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $497 Shares 13,786 Est. Cost $26.85 Unrealized +4.4%
FSK FS KKR CAP CORP 0.1%
Value ($000) $497 Shares 23,862 Est. Cost $9.32 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $491 Shares 2,241 Est. Cost $137.52 Unrealized +28.5%
PSX PHILLIPS 66 0.1%
Value ($000) $484 Shares 5,990 Est. Cost $63.55 Unrealized +2.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $480 Shares 2,068 Est. Cost $192.36 Unrealized -0.6%
HOLX HOLOGIC INC 0.1%
Value ($000) $479 Shares 6,414 Est. Cost $75.92 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $476 Shares 6,291 Est. Cost $66.30 Unrealized -10.8%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $471 Shares 2,045 Est. Cost $224.00 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $445 Shares 1,344 Est. Cost $195.04 Unrealized
UNILEVER PLC 0.1%
Value ($000) $435 Shares 7,707 Est. Cost $60.47 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $435 Shares 281 Est. Cost $1243.95 Unrealized +36.4%
MVO MV OIL TR 0.1%
Value ($000) $433 Shares 83,276 Est. Cost $3.17 Unrealized
TFIN TRIUMPH BANCORP INC 0.1%
Value ($000) $427 Shares 4,600 Est. Cost $69.55 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $418 Shares 4,299 Est. Cost $85.79 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $415 Shares 1,229 Est. Cost $51.55 Unrealized +15.3%
ZS ZSCALER INC 0.1%
Value ($000) $415 Shares 2,277 Est. Cost $145.46 Unrealized +36.6%
LZB LA Z BOY INC 0.1%
Value ($000) $408 Shares 9,465 Est. Cost $41.88 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $406 Shares 11,050 Est. Cost $25.56 Unrealized 0.0%
HUBS HUBSPOT INC 0.1%
Value ($000) $400 Shares 816 Est. Cost $439.38 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $395 Shares 2,200 Est. Cost $21.33 Unrealized +38.1%
FS KKR CAP CORP II 0.1%
Value ($000) $391 Shares 18,999 Est. Cost $12.90 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $384 Shares 819 Est. Cost $412.22 Unrealized +14.3%
TWLO TWILIO INC 0.1%
Value ($000) $382 Shares 1,069 Est. Cost $374.56 Unrealized 0.0%
FUELCELL ENERGY INC 0.1%
Value ($000) $366 Shares 26,440 Est. Cost $4.22 Unrealized
FSLY FASTLY INC 0.1%
Value ($000) $359 Shares 5,098 Est. Cost $50.79 Unrealized +69.2%
ITA ISHARES TR 0.1%
Value ($000) $352 Shares 3,341 Est. Cost $122.51 Unrealized
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $347 Shares 8,517 Est. Cost $40.74 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $346 Shares 1,894 Est. Cost $186.06 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $343 Shares 2,609 Est. Cost $103.99 Unrealized +4.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $339 Shares 1,582 Est. Cost $139.59 Unrealized +80.5%
DAVA ENDAVA PLC 0.1%
Value ($000) $332 Shares 4,079 Est. Cost $64.51 Unrealized
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $326 Shares 5,623 Est. Cost $60.15 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $325 Shares 1,667 Est. Cost $119.20 Unrealized +4.9%
MRK MERCK & CO. INC 0.1%
Value ($000) $321 Shares 4,236 Est. Cost $64.46 Unrealized -2.2%
META FACEBOOK INC 0.1%
Value ($000) $320 Shares 1,046 Est. Cost $219.71 Unrealized +21.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $319 Shares 5,155 Est. Cost $51.24 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $318 Shares 7,294 Est. Cost $38.38 Unrealized 0.0%
WPC WP CAREY INC 0.1%
Value ($000) $311 Shares 4,294 Est. Cost $67.80 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $311 Shares 866 Est. Cost $268.46 Unrealized +46.0%
INTC INTEL CORP 0.1%
Value ($000) $310 Shares 4,733 Est. Cost $54.09 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $308 Shares 3,474 Est. Cost $89.98 Unrealized
XPEV XPENG INC 0.1%
Value ($000) $304 Shares 8,226 Est. Cost $36.96 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $299 Shares 2,615 Est. Cost $118.21 Unrealized
GLOB GLOBANT S A 0.1%
Value ($000) $297 Shares 1,365 Est. Cost $176.97 Unrealized +20.0%
DGRO ISHARES TR 0.1%
Value ($000) $297 Shares 6,054 Est. Cost $49.06 Unrealized
INTU INTUIT 0.1%
Value ($000) $295 Shares 736 Est. Cost $267.84 Unrealized +39.5%
NSP INSPERITY INC 0.1%
Value ($000) $294 Shares 3,418 Est. Cost $42.67 Unrealized +72.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $289 Shares 250 Est. Cost $120.82 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $285 Shares 2,458 Est. Cost $115.75 Unrealized
AVALARA INC 0.1%
Value ($000) $285 Shares 2,016 Est. Cost $156.57 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $279 Shares 1,507 Est. Cost $171.55 Unrealized +7.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $276 Shares 3,565 Est. Cost $54.65 Unrealized +19.4%
OKTA OKTA INC 0.1%
Value ($000) $272 Shares 1,191 Est. Cost $209.81 Unrealized +19.8%
EQIX EQUINIX INC 0.1%
Value ($000) $272 Shares 395 Est. Cost $624.54 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $270 Shares 352 Est. Cost $229.34 Unrealized +9.7%
ANAPLAN INC 0.1%
Value ($000) $265 Shares 4,680 Est. Cost $61.45 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $265 Shares 486 Est. Cost $53.04 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $263 Shares 5,318 Est. Cost $52.44 Unrealized 0.0%
KELLOGG CO 0.1%
Value ($000) $262 Shares 4,094 Est. Cost $49.86 Unrealized -5.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $261 Shares 1,709 Est. Cost $127.25 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $260 Shares 3,901 Est. Cost $48.83 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $259 Shares 4,185 Est. Cost $51.03 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $256 Shares 3,781 Est. Cost $53.34 Unrealized +16.8%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $251 Shares 1,380 Est. Cost $231.95 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $251 Shares 889 Est. Cost $286.15 Unrealized +8.9%
MDB MONGODB INC 0.1%
Value ($000) $251 Shares 847 Est. Cost $279.28 Unrealized +26.9%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $241 Shares 2,087 Est. Cost $132.66 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $237 Shares 354 Est. Cost $75.51 Unrealized +2.3%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $230 Shares 1,319 Est. Cost $152.66 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $222 Shares 2,190 Est. Cost $83.16 Unrealized +5.7%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $220 Shares 932 Est. Cost $266.89 Unrealized 0.0%
NCINO INC 0.1%
Value ($000) $214 Shares 2,954 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $212 Shares 1,520 Est. Cost $105.71 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $210 Shares 847 Est. Cost $178.72 Unrealized +27.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $207 Shares 426 Est. Cost $485.92 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 4,199 Est. Cost $49.06 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $204 Shares 1,337 Est. Cost $129.41 Unrealized +6.4%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 3,106 Est. Cost $65.04 Unrealized
ROUS LATTICE STRATEGIES TR 0.1%
Value ($000) $202 Shares 5,243 Est. Cost $38.53 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $200 Shares 2,776 Est. Cost $53.36 Unrealized 0.0%
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $160 Shares 10,321 Est. Cost $9.87 Unrealized +51.8%
USDP USD PARTNERS LP 0.0%
Value ($000) $103 Shares 17,391 Est. Cost $3.44 Unrealized