Foundations Investment Advisors, LLC Diversified Active

CIK: 0001743404 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 21, 2022

Total Value ($000): $2,656,881 (100.0% shares, 0.0% debt)

Holdings (343)

TDSC EXCHANGE LISTED FDS TR 26.4%
Value ($000) $700,253 Shares 25,225,237 Est. Cost $25.36 Unrealized
EXCHANGE LISTED FDS TR 15.2%
Value ($000) $404,582 Shares 15,369,330 Est. Cost $25.64 Unrealized
EXCHANGE LISTED FDS TR 11.2%
Value ($000) $297,972 Shares 10,517,896 Est. Cost $26.51 Unrealized
TDSB EXCHANGE LISTED FDS TR 9.9%
Value ($000) $263,514 Shares 10,193,946 Est. Cost $24.57 Unrealized
EXCHANGE LISTED FDS TR 5.7%
Value ($000) $151,530 Shares 5,230,591 Est. Cost $27.07 Unrealized
CLSM EXCHANGE LISTED FDS TR 2.3%
Value ($000) $59,911 Shares 2,261,663 Est. Cost $24.62 Unrealized
EXCHANGE LISTED FDS TR 2.0%
Value ($000) $54,055 Shares 2,173,494 Est. Cost $24.77 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $29,275 Shares 62,152 Est. Cost $324.33 Unrealized
EFV ISHARES TR 1.1%
Value ($000) $28,705 Shares 540,896 Est. Cost $51.78 Unrealized
VLUE ISHARES TR 0.9%
Value ($000) $22,602 Shares 198,197 Est. Cost $89.60 Unrealized
ESGU ISHARES TR 0.8%
Value ($000) $22,488 Shares 211,020 Est. Cost $95.65 Unrealized
SMLF ISHARES TR 0.8%
Value ($000) $21,039 Shares 371,968 Est. Cost $50.29 Unrealized
EXCHANGE LISTED FDS TR 0.8%
Value ($000) $20,301 Shares 786,695 Est. Cost $24.89 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $19,386 Shares 180,873 Est. Cost $100.29 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $18,559 Shares 39,230 Est. Cost $414.68 Unrealized
AESR TWO RDS SHARED TR 0.7%
Value ($000) $17,647 Shares 1,268,672 Est. Cost $12.97 Unrealized
DGRO ISHARES TR 0.5%
Value ($000) $14,559 Shares 260,538 Est. Cost $46.04 Unrealized
TWO RDS SHARED TR 0.5%
Value ($000) $14,370 Shares 1,399,777 Est. Cost $9.86 Unrealized
MTUM ISHARES TR 0.5%
Value ($000) $14,199 Shares 79,861 Est. Cost $160.57 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $13,238 Shares 168,183 Est. Cost $70.54 Unrealized
IUSB ISHARES TR 0.4%
Value ($000) $11,785 Shares 225,632 Est. Cost $53.10 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $11,487 Shares 36,091 Est. Cost $204.87 Unrealized +53.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $10,091 Shares 3,567 Est. Cost $86.41 Unrealized +65.4%
AAPL APPLE INC 0.4%
Value ($000) $9,662 Shares 55,046 Est. Cost $114.90 Unrealized +34.6%
GOVT ISHARES TR 0.3%
Value ($000) $9,221 Shares 353,716 Est. Cost $26.83 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $7,814 Shares 55,351 Est. Cost $115.19 Unrealized
ADFI TWO RDS SHARED TR 0.3%
Value ($000) $7,510 Shares 792,651 Est. Cost $9.67 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $7,444 Shares 43,599 Est. Cost $170.84 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $7,073 Shares 122,078 Est. Cost $41.72 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,014 Shares 41,565 Est. Cost $135.84 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $6,724 Shares 6,078 Est. Cost $212.76 Unrealized +57.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $6,720 Shares 18,294 Est. Cost $286.02 Unrealized +18.1%
EMGF ISHARES INC 0.2%
Value ($000) $6,325 Shares 119,954 Est. Cost $48.06 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $5,931 Shares 22,737 Est. Cost $178.18 Unrealized +45.6%
ICF ISHARES TR 0.2%
Value ($000) $5,753 Shares 79,841 Est. Cost $65.77 Unrealized
COMT ISHARES U S ETF TR 0.2%
Value ($000) $5,740 Shares 177,096 Est. Cost $35.53 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $5,615 Shares 1,699 Est. Cost $142.47 Unrealized +20.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $5,612 Shares 11,847 Est. Cost $307.86 Unrealized +37.1%
IAU ISHARES GOLD TR 0.2%
Value ($000) $5,564 Shares 160,105 Est. Cost $34.33 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $5,421 Shares 64,110 Est. Cost $121.34 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $5,330 Shares 127,841 Est. Cost $24.70 Unrealized +24.1%
META META PLATFORMS INC 0.2%
Value ($000) $5,252 Shares 15,761 Est. Cost $251.26 Unrealized +31.2%
IWP ISHARES TR 0.2%
Value ($000) $5,151 Shares 47,843 Est. Cost $125.13 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $5,072 Shares 47,728 Est. Cost $100.35 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $5,057 Shares 44,723 Est. Cost $102.46 Unrealized
IYE ISHARES TR 0.2%
Value ($000) $4,882 Shares 143,884 Est. Cost $28.47 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $4,871 Shares 11,007 Est. Cost $415.71 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,794 Shares 115,738 Est. Cost $38.79 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $4,764 Shares 29,897 Est. Cost $159.35 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $4,709 Shares 14,133 Est. Cost $313.70 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $4,694 Shares 87,875 Est. Cost $85.65 Unrealized
WMT WALMART INC 0.2%
Value ($000) $4,678 Shares 32,610 Est. Cost $44.94 Unrealized +0.5%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,175 Shares 20,722 Est. Cost $180.41 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,990 Shares 9,214 Est. Cost $399.49 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $3,965 Shares 33,739 Est. Cost $108.53 Unrealized -6.0%
TIP ISHARES TR 0.1%
Value ($000) $3,926 Shares 31,050 Est. Cost $127.13 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $3,860 Shares 29,191 Est. Cost $106.58 Unrealized
V VISA INC 0.1%
Value ($000) $3,851 Shares 17,853 Est. Cost $182.33 Unrealized +14.1%
ESGE ISHARES INC 0.1%
Value ($000) $3,819 Shares 92,319 Est. Cost $43.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $3,795 Shares 1,558 Est. Cost $2052.47 Unrealized +13.6%
IXG ISHARES TR 0.1%
Value ($000) $3,745 Shares 44,005 Est. Cost $77.53 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $3,700 Shares 41,779 Est. Cost $85.67 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $3,565 Shares 14,954 Est. Cost $209.33 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $3,417 Shares 13,782 Est. Cost $241.75 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,341 Shares 24,491 Est. Cost $119.84 Unrealized
AFIF TWO RDS SHARED TR 0.1%
Value ($000) $3,307 Shares 346,994 Est. Cost $9.78 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $3,300 Shares 8,519 Est. Cost $290.88 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $3,169 Shares 23,355 Est. Cost $112.93 Unrealized +3.7%
IXN ISHARES TR 0.1%
Value ($000) $3,138 Shares 50,092 Est. Cost $71.18 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $3,061 Shares 52,083 Est. Cost $57.81 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $3,057 Shares 6,766 Est. Cost $300.52 Unrealized +32.2%
RBLX ROBLOX CORP 0.1%
Value ($000) $2,983 Shares 33,492 Est. Cost $77.39 Unrealized +25.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,906 Shares 9,415 Est. Cost $308.66 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $2,866 Shares 24,033 Est. Cost $112.75 Unrealized +24.2%
FALN ISHARES TR 0.1%
Value ($000) $2,780 Shares 93,853 Est. Cost $29.57 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,723 Shares 6,992 Est. Cost $226.14 Unrealized +51.8%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $2,701 Shares 15,313 Est. Cost $183.11 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $2,633 Shares 50,908 Est. Cost $45.98 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $2,616 Shares 10,989 Est. Cost $238.06 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,588 Shares 4,817 Est. Cost $53.26 Unrealized +20.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,533 Shares 32,897 Est. Cost $74.21 Unrealized
MDYV SPDR SER TR 0.1%
Value ($000) $2,530 Shares 35,229 Est. Cost $71.82 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $2,491 Shares 10,967 Est. Cost $326.04 Unrealized -8.3%
MDYG SPDR SER TR 0.1%
Value ($000) $2,378 Shares 30,324 Est. Cost $78.42 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,349 Shares 23,495 Est. Cost $100.20 Unrealized
TWO RDS SHARED TR 0.1%
Value ($000) $2,270 Shares 232,245 Est. Cost $9.77 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $2,200 Shares 10,183 Est. Cost $175.24 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $2,094 Shares 8,184 Est. Cost $247.53 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FD 0.1%
Value ($000) $2,083 Shares 141,626 Est. Cost $19.35 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,063 Shares 22,854 Est. Cost $87.98 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $2,055 Shares 10,171 Est. Cost $198.99 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2,015 Shares 15,826 Est. Cost $82.42 Unrealized +16.6%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,823 Shares 11,954 Est. Cost $132.94 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,781 Shares 21,746 Est. Cost $73.91 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,780 Shares 22,239 Est. Cost $75.05 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,651 Shares 29,151 Est. Cost $35.38 Unrealized +13.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,616 Shares 7,416 Est. Cost $215.80 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,593 Shares 9,382 Est. Cost $135.68 Unrealized +6.9%
HYG ISHARES TR 0.1%
Value ($000) $1,553 Shares 17,959 Est. Cost $87.20 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,521 Shares 6,970 Est. Cost $151.63 Unrealized +22.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,498 Shares 34,816 Est. Cost $41.01 Unrealized +5.1%
EEM ISHARES TR 0.1%
Value ($000) $1,433 Shares 28,190 Est. Cost $53.49 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,423 Shares 9,019 Est. Cost $150.04 Unrealized +5.2%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,397 Shares 4,988 Est. Cost $22.16 Unrealized +23.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,322 Shares 3,659 Est. Cost $317.80 Unrealized -2.8%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,277 Shares 18,358 Est. Cost $63.83 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $1,254 Shares 11,333 Est. Cost $82.41 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,249 Shares 11,807 Est. Cost $60.51 Unrealized +33.0%
CSX CSX CORP 0.0%
Value ($000) $1,206 Shares 32,923 Est. Cost $27.97 Unrealized +19.0%
IGSB ISHARES TR 0.0%
Value ($000) $1,189 Shares 22,188 Est. Cost $54.78 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,168 Shares 13,961 Est. Cost $85.73 Unrealized
STEM INC 0.0%
Value ($000) $1,151 Shares 72,073 Est. Cost $27.05 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,138 Shares 6,755 Est. Cost $103.67 Unrealized +42.6%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1,135 Shares 7,135 Est. Cost $111.24 Unrealized +20.6%
FISV FISERV INC 0.0%
Value ($000) $1,134 Shares 10,452 Est. Cost $108.25 Unrealized -4.5%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1,131 Shares 23,142 Est. Cost $29.40 Unrealized +39.5%
BARRICK GOLD CORP 0.0%
Value ($000) $1,114 Shares 58,020 Est. Cost $18.15 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $1,113 Shares 10,474 Est. Cost $113.65 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $1,110 Shares 8,302 Est. Cost $80.79 Unrealized +46.9%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,080 Shares 4,281 Est. Cost $252.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,043 Shares 3,255 Est. Cost $228.58 Unrealized +25.3%
LYFT LYFT INC 0.0%
Value ($000) $1,032 Shares 24,355 Est. Cost $47.15 Unrealized -0.8%
PFFD GLOBAL X FDS 0.0%
Value ($000) $1,016 Shares 39,942 Est. Cost $25.41 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $1,014 Shares 34,678 Est. Cost $29.87 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,009 Shares 11,958 Est. Cost $31.01 Unrealized +102.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,005 Shares 50,957 Est. Cost $5.41 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $991 Shares 6,594 Est. Cost $137.82 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $974 Shares 18,215 Est. Cost $37.21 Unrealized +8.5%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $964 Shares 27,321 Est. Cost $31.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $917 Shares 10,074 Est. Cost $61.40 Unrealized +29.2%
IWF ISHARES TR 0.0%
Value ($000) $887 Shares 3,008 Est. Cost $256.27 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $884 Shares 6,075 Est. Cost $233.26 Unrealized -7.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $878 Shares 52,483 Est. Cost $23.25 Unrealized -5.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $877 Shares 17,217 Est. Cost $46.77 Unrealized -1.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $876 Shares 39,717 Est. Cost $9.42 Unrealized +48.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $866 Shares 3,260 Est. Cost $265.64 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $864 Shares 12,140 Est. Cost $52.58 Unrealized +2.5%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $860 Shares 10,507 Est. Cost $139.71 Unrealized -14.4%
KO COCA COLA CO 0.0%
Value ($000) $848 Shares 14,000 Est. Cost $46.02 Unrealized +6.9%
ABBV ABBVIE INC 0.0%
Value ($000) $848 Shares 6,179 Est. Cost $71.57 Unrealized +42.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $847 Shares 16,542 Est. Cost $44.94 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $813 Shares 1,545 Est. Cost $488.10 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $805 Shares 13,184 Est. Cost $33.11 Unrealized +70.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $805 Shares 3,085 Est. Cost $191.50 Unrealized +19.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $788 Shares 14,462 Est. Cost $54.73 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $785 Shares 4,631 Est. Cost $160.34 Unrealized +9.8%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $781 Shares 3,850 Est. Cost $163.64 Unrealized +12.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $779 Shares 7,151 Est. Cost $101.20 Unrealized +0.8%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $777 Shares 7,760 Est. Cost $103.30 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $775 Shares 3,667 Est. Cost $146.00 Unrealized +15.5%
LLY LILLY ELI & CO 0.0%
Value ($000) $773 Shares 3,020 Est. Cost $187.66 Unrealized +29.9%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $763 Shares 12,592 Est. Cost $61.66 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $755 Shares 6,999 Est. Cost $108.87 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $754 Shares 7,098 Est. Cost $109.77 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $743 Shares 8,419 Est. Cost $64.41 Unrealized +38.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $732 Shares 2,823 Est. Cost $229.70 Unrealized +4.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $729 Shares 3,107 Est. Cost $255.51 Unrealized +13.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $725 Shares 3,891 Est. Cost $134.58 Unrealized +8.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $721 Shares 2,501 Est. Cost $190.29 Unrealized +34.1%
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $709 Shares 21,598 Est. Cost $31.40 Unrealized
BFC BANK FIRST CORP 0.0%
Value ($000) $696 Shares 9,638 Est. Cost $60.48 Unrealized +7.2%
LOW LOWES COS INC 0.0%
Value ($000) $695 Shares 2,773 Est. Cost $125.96 Unrealized +74.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $683 Shares 2,038 Est. Cost $308.06 Unrealized 0.0%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $679 Shares 12,618 Est. Cost $39.36 Unrealized +26.7%
IFRA ISHARES TR 0.0%
Value ($000) $672 Shares 17,704 Est. Cost $37.96 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $663 Shares 26,885 Est. Cost $23.86 Unrealized +45.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $645 Shares 6,740 Est. Cost $76.96 Unrealized +3.2%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $643 Shares 14,073 Est. Cost $37.31 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $640 Shares 2,852 Est. Cost $214.19 Unrealized 0.0%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $635 Shares 17,532 Est. Cost $34.01 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $633 Shares 1,189 Est. Cost $64.78 Unrealized +33.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $631 Shares 21,617 Est. Cost $18.60 Unrealized +22.3%
DSI ISHARES TR 0.0%
Value ($000) $628 Shares 6,880 Est. Cost $85.38 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $611 Shares 6,027 Est. Cost $65.25 Unrealized +17.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $608 Shares 4,425 Est. Cost $170.44 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $608 Shares 2,326 Est. Cost $201.49 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $608 Shares 7,628 Est. Cost $66.28 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $607 Shares 96,937 Est. Cost $10.97 Unrealized
DOW DOW INC 0.0%
Value ($000) $600 Shares 10,132 Est. Cost $35.78 Unrealized +25.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $592 Shares 8,663 Est. Cost $42.04 Unrealized +31.4%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $588 Shares 25,270 Est. Cost $23.43 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $584 Shares 3,292 Est. Cost $316.59 Unrealized -14.8%
EWJ ISHARES INC 0.0%
Value ($000) $578 Shares 8,499 Est. Cost $61.61 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $577 Shares 4,035 Est. Cost $149.03 Unrealized
ABFL TRIMTABS ETF TR 0.0%
Value ($000) $575 Shares 10,663 Est. Cost $31.17 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $568 Shares 8,576 Est. Cost $64.14 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $564 Shares 3,555 Est. Cost $146.70 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $558 Shares 4,898 Est. Cost $88.73 Unrealized +21.5%
QYLD GLOBAL X FDS 0.0%
Value ($000) $547 Shares 24,738 Est. Cost $22.05 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $546 Shares 984 Est. Cost $536.48 Unrealized +17.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $544 Shares 10,993 Est. Cost $32.13 Unrealized +2.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $543 Shares 9,629 Est. Cost $42.97 Unrealized +3.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $543 Shares 7,773 Est. Cost $106.09 Unrealized -17.6%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $542 Shares 6,883 Est. Cost $132.13 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $541 Shares 25,242 Est. Cost $21.43 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $533 Shares 4,127 Est. Cost $152.82 Unrealized 0.0%
TBT PROSHARES TR 0.0%
Value ($000) $533 Shares 29,506 Est. Cost $18.06 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $530 Shares 33,419 Est. Cost $9.18 Unrealized +8.8%
GOOG ALPHABET INC 0.0%
Value ($000) $527 Shares 186 Est. Cost $68.69 Unrealized +108.8%
IWY ISHARES TR 0.0%
Value ($000) $527 Shares 3,130 Est. Cost $154.70 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $520 Shares 7,198 Est. Cost $40.46 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $518 Shares 2,327 Est. Cost $132.09 Unrealized +41.3%
IDA IDACORP INC 0.0%
Value ($000) $513 Shares 4,649 Est. Cost $104.50 Unrealized +1.9%
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $509 Shares 3,715 Est. Cost $154.75 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $508 Shares 19,460 Est. Cost $39.82 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $503 Shares 6,554 Est. Cost $76.90 Unrealized +8.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $499 Shares 2,925 Est. Cost $292.20 Unrealized -19.5%
USB US BANCORP DEL 0.0%
Value ($000) $497 Shares 7,957 Est. Cost $39.77 Unrealized +22.8%
TEKLA WORLD HEALTHCARE FD 0.0%
Value ($000) $496 Shares 31,004 Est. Cost $16.53 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $496 Shares 7,182 Est. Cost $62.84 Unrealized
BA BOEING CO 0.0%
Value ($000) $482 Shares 2,217 Est. Cost $291.56 Unrealized -27.5%
PEP PEPSICO INC 0.0%
Value ($000) $479 Shares 2,754 Est. Cost $121.14 Unrealized +18.4%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $474 Shares 8,562 Est. Cost $30.70 Unrealized +26.9%
INTC INTEL CORP 0.0%
Value ($000) $469 Shares 8,422 Est. Cost $52.27 Unrealized -9.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $465 Shares 7,313 Est. Cost $44.09 Unrealized +15.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $461 Shares 9,096 Est. Cost $47.15 Unrealized +3.0%
CHGG CHEGG INC 0.0%
Value ($000) $448 Shares 15,424 Est. Cost $48.93 Unrealized -17.1%
AGG ISHARES TR 0.0%
Value ($000) $436 Shares 3,876 Est. Cost $114.52 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $435 Shares 8,576 Est. Cost $34.87 Unrealized +14.3%
ILF ISHARES TR 0.0%
Value ($000) $432 Shares 17,516 Est. Cost $22.84 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $425 Shares 4,098 Est. Cost $79.88 Unrealized +8.0%
FUBO FUBOTV INC 0.0%
Value ($000) $423 Shares 28,887 Est. Cost $24.20 Unrealized -3.2%
Z ZILLOW GROUP INC 0.0%
Value ($000) $421 Shares 7,375 Est. Cost $98.44 Unrealized -26.8%
SCZ ISHARES TR 0.0%
Value ($000) $421 Shares 5,755 Est. Cost $75.12 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $415 Shares 355 Est. Cost $137.53 Unrealized +6.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $410 Shares 6,478 Est. Cost $55.94 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $409 Shares 5,720 Est. Cost $66.84 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $407 Shares 1,850 Est. Cost $195.69 Unrealized +4.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $406 Shares 16,970 Est. Cost $23.92 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $403 Shares 2,891 Est. Cost $232.92 Unrealized -2.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $401 Shares 8,272 Est. Cost $30.66 Unrealized +33.8%
AMGN AMGEN INC 0.0%
Value ($000) $401 Shares 1,731 Est. Cost $185.15 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $399 Shares 10,250 Est. Cost $37.97 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $397 Shares 3,513 Est. Cost $121.73 Unrealized
INVITAE CORP 0.0%
Value ($000) $379 Shares 31,922 Est. Cost $23.09 Unrealized
T AT&T INC 0.0%
Value ($000) $379 Shares 14,337 Est. Cost $15.34 Unrealized -4.4%
23ANDME HOLDING CO 0.0%
Value ($000) $375 Shares 64,925 Est. Cost $7.60 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $375 Shares 2,890 Est. Cost $132.07 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $370 Shares 1,205 Est. Cost $243.19 Unrealized +43.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $368 Shares 2,976 Est. Cost $83.33 Unrealized +28.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $368 Shares 931 Est. Cost $336.68 Unrealized +3.4%
MTLS MATERIALISE NV 0.0%
Value ($000) $366 Shares 17,113 Est. Cost $21.39 Unrealized
MATTERPORT INC 0.0%
Value ($000) $365 Shares 24,269 Est. Cost $17.69 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $360 Shares 10,881 Est. Cost $32.09 Unrealized
WESTROCK CO 0.0%
Value ($000) $360 Shares 7,821 Est. Cost $31.15 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $358 Shares 3,450 Est. Cost $91.60 Unrealized +11.6%
DISH NETWORK CORPORATION 0.0%
Value ($000) $354 Shares 9,741 Est. Cost $29.73 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $354 Shares 4,384 Est. Cost $84.63 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $349 Shares 3,387 Est. Cost $58.68 Unrealized +47.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $346 Shares 8,419 Est. Cost $28.47 Unrealized +12.3%
SRE SEMPRA 0.0%
Value ($000) $344 Shares 2,523 Est. Cost $57.20 Unrealized -3.0%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $343 Shares 15,025 Est. Cost $17.75 Unrealized
CDNA CAREDX INC 0.0%
Value ($000) $341 Shares 8,086 Est. Cost $64.71 Unrealized -19.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $341 Shares 2,311 Est. Cost $156.99 Unrealized +18.4%
NTRA NATERA INC 0.0%
Value ($000) $341 Shares 4,634 Est. Cost $106.46 Unrealized -2.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $340 Shares 1,532 Est. Cost $220.86 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $337 Shares 5,741 Est. Cost $60.79 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $335 Shares 4,122 Est. Cost $66.47 Unrealized +5.1%
SO SOUTHERN CO 0.0%
Value ($000) $333 Shares 4,911 Est. Cost $50.43 Unrealized +8.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $329 Shares 5,292 Est. Cost $49.44 Unrealized +2.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $328 Shares 1,753 Est. Cost $256.29 Unrealized -15.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $327 Shares 868 Est. Cost $233.71 Unrealized +46.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $326 Shares 2,351 Est. Cost $111.97 Unrealized +5.4%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $326 Shares 6,230 Est. Cost $53.45 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $324 Shares 4,079 Est. Cost $62.36 Unrealized -0.4%
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $321 Shares 5,821 Est. Cost $51.17 Unrealized +5.0%
PICK ISHARES INC 0.0%
Value ($000) $318 Shares 6,868 Est. Cost $46.30 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $317 Shares 3,611 Est. Cost $74.86 Unrealized +0.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $317 Shares 3,942 Est. Cost $82.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $309 Shares 4,769 Est. Cost $53.92 Unrealized -8.7%
QUIDEL CORP 0.0%
Value ($000) $302 Shares 2,418 Est. Cost $125.13 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $302 Shares 8,978 Est. Cost $32.67 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $300 Shares 52,139 Est. Cost $7.35 Unrealized
MMM 3M CO 0.0%
Value ($000) $297 Shares 1,657 Est. Cost $126.26 Unrealized +0.8%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $296 Shares 19,766 Est. Cost $25.56 Unrealized -13.9%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $294 Shares 11,507 Est. Cost $27.08 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $293 Shares 5,777 Est. Cost $50.72 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $290 Shares 13,438 Est. Cost $21.12 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $288 Shares 2,344 Est. Cost $104.12 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $288 Shares 27,664 Est. Cost $8.49 Unrealized
FRANKLIN UNVL TR 0.0%
Value ($000) $288 Shares 34,907 Est. Cost $7.34 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $287 Shares 237 Est. Cost $1404.74 Unrealized 0.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $287 Shares 24,755 Est. Cost $10.34 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $286 Shares 16,715 Est. Cost $13.03 Unrealized 0.0%
GABELLI UTIL TR 0.0%
Value ($000) $286 Shares 34,790 Est. Cost $7.72 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $285 Shares 3,282 Est. Cost $98.02 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $284 Shares 1,780 Est. Cost $142.16 Unrealized +6.0%
SPHY SPDR SER TR 0.0%
Value ($000) $283 Shares 10,720 Est. Cost $25.28 Unrealized
FDHY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $282 Shares 5,207 Est. Cost $54.95 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $282 Shares 10,933 Est. Cost $26.18 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $280 Shares 408 Est. Cost $686.27 Unrealized
PREF PRINCIPAL EXCHANGE-TRADED FD 0.0%
Value ($000) $278 Shares 13,819 Est. Cost $20.46 Unrealized
TWITTER INC 0.0%
Value ($000) $277 Shares 6,876 Est. Cost $40.29 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $276 Shares 3,242 Est. Cost $62.53 Unrealized +23.7%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $275 Shares 2,392 Est. Cost $114.97 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.0%
Value ($000) $271 Shares 22,936 Est. Cost $12.34 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $271 Shares 7,426 Est. Cost $23.74 Unrealized +20.9%
BIL SPDR SER TR 0.0%
Value ($000) $270 Shares 2,957 Est. Cost $91.55 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $267 Shares 6,633 Est. Cost $48.01 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $265 Shares 3,387 Est. Cost $59.92 Unrealized +14.8%
BLACKROCK INCOME TR INC 0.0%
Value ($000) $262 Shares 46,653 Est. Cost $5.99 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $260 Shares 2,054 Est. Cost $115.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $255 Shares 1,911 Est. Cost $106.49 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $251 Shares 8,732 Est. Cost $26.99 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $250 Shares 956 Est. Cost $222.49 Unrealized +0.4%
CYRX CRYOPORT INC 0.0%
Value ($000) $245 Shares 5,197 Est. Cost $57.47 Unrealized +20.4%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $241 Shares 3,149 Est. Cost $60.13 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $240 Shares 271 Est. Cost $885.61 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $239 Shares 1,284 Est. Cost $170.14 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $239 Shares 1,863 Est. Cost $109.87 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $237 Shares 3,131 Est. Cost $88.25 Unrealized 0.0%
PREFERRED APT CMNTYS INC 0.0%
Value ($000) $232 Shares 13,337 Est. Cost $10.20 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $231 Shares 15,606 Est. Cost $25.63 Unrealized -26.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $226 Shares 2,938 Est. Cost $61.44 Unrealized 0.0%
ARKF ARK ETF TR 0.0%
Value ($000) $226 Shares 6,054 Est. Cost $37.33 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $225 Shares 5,656 Est. Cost $60.53 Unrealized -18.5%
EIX EDISON INTL 0.0%
Value ($000) $224 Shares 3,477 Est. Cost $52.64 Unrealized 0.0%
XT ISHARES TR 0.0%
Value ($000) $222 Shares 3,462 Est. Cost $63.48 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $221 Shares 9,717 Est. Cost $11.06 Unrealized +6.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $221 Shares 1,269 Est. Cost $161.79 Unrealized 0.0%
IEMG ISHARES INC 0.0%
Value ($000) $220 Shares 3,540 Est. Cost $65.32 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $216 Shares 7,359 Est. Cost $29.35 Unrealized
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $215 Shares 4,371 Est. Cost $49.19 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $215 Shares 2,645 Est. Cost $81.29 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $214 Shares 2,953 Est. Cost $60.45 Unrealized +7.3%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $213 Shares 3,311 Est. Cost $58.09 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $211 Shares 2,685 Est. Cost $64.32 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $210 Shares 336 Est. Cost $617.25 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $209 Shares 2,973 Est. Cost $55.84 Unrealized 0.0%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $204 Shares 8,052 Est. Cost $25.34 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $203 Shares 4,891 Est. Cost $32.61 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $202 Shares 537 Est. Cost $328.58 Unrealized 0.0%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $202 Shares 3,501 Est. Cost $57.70 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $192 Shares 10,305 Est. Cost $18.63 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $182 Shares 11,796 Est. Cost $14.69 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $161 Shares 44,619 Est. Cost $4.14 Unrealized +22.7%
SKILLZ INC 0.0%
Value ($000) $156 Shares 24,692 Est. Cost $6.32 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $154 Shares 10,688 Est. Cost $24.13 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $143 Shares 49,414 Est. Cost $2.77 Unrealized
ARCIMOTO INC 0.0%
Value ($000) $141 Shares 18,667 Est. Cost $9.48 Unrealized
DIDIY DIDI GLOBAL INC 0.0%
Value ($000) $140 Shares 28,136 Est. Cost $9.95 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $94 Shares 12,975 Est. Cost $6.71 Unrealized
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $46 Shares 17,505 Est. Cost $2.40 Unrealized