Revisor Wealth Management LLC Diversified Active

CIK: 0001887409 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $160,024 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 10.3%
Value ($000) $16,447 Shares 70,587 Est. Cost $182.14 Unrealized +21.9%
BIV VANGUARD BD INDEX FDS 6.0%
Value ($000) $9,591 Shares 122,375 Est. Cost $75.66 Unrealized
DVYE ISHARES INC 4.8%
Value ($000) $7,617 Shares 265,411 Est. Cost $25.74 Unrealized
VIGI VANGUARD WHITEHALL FDS 4.6%
Value ($000) $7,384 Shares 83,644 Est. Cost $76.97 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 3.7%
Value ($000) $5,918 Shares 70,662 Est. Cost $80.43 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $4,652 Shares 57,267 Est. Cost $81.07 Unrealized
BIL SPDR SER TR 2.7%
Value ($000) $4,302 Shares 46,859 Est. Cost $91.69 Unrealized
SPEM SPDR INDEX SHS FDS 2.6%
Value ($000) $4,128 Shares 100,001 Est. Cost $34.89 Unrealized
IGIB ISHARES TR 2.4%
Value ($000) $3,824 Shares 71,187 Est. Cost $51.70 Unrealized
SPSB SPDR SER TR 1.8%
Value ($000) $2,875 Shares 94,954 Est. Cost $29.69 Unrealized
VWOB VANGUARD WHITEHALL FDS 1.7%
Value ($000) $2,731 Shares 41,141 Est. Cost $63.04 Unrealized
SPHY SPDR SER TR 1.5%
Value ($000) $2,469 Shares 102,657 Est. Cost $23.02 Unrealized
HYLB DBX ETF TR 1.4%
Value ($000) $2,226 Shares 60,296 Est. Cost $35.52 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $2,200 Shares 18,115 Est. Cost $100.82 Unrealized +17.1%
BIBL NORTHERN LTS FD TR IV 1.4%
Value ($000) $2,198 Shares 54,041 Est. Cost $33.77 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $2,195 Shares 11,782 Est. Cost $154.17 Unrealized +18.3%
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,873 Shares 4,352 Est. Cost $327.37 Unrealized +29.2%
CINF CINCINNATI FINL CORP 1.1%
Value ($000) $1,816 Shares 13,343 Est. Cost $106.67 Unrealized +17.3%
SCHZ SCHWAB STRATEGIC TR 1.1%
Value ($000) $1,717 Shares 36,141 Est. Cost $46.81 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $1,599 Shares 2,793 Est. Cost $373.58 Unrealized +37.1%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,569 Shares 15,065 Est. Cost $82.10 Unrealized
VTEB VANGUARD MUN BD FDS 0.9%
Value ($000) $1,409 Shares 27,561 Est. Cost $50.78 Unrealized
GE GE AEROSPACE 0.9%
Value ($000) $1,390 Shares 7,370 Est. Cost $116.41 Unrealized +44.3%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,323 Shares 5,576 Est. Cost $223.88 Unrealized
WMT WALMART INC 0.8%
Value ($000) $1,297 Shares 16,062 Est. Cost $54.93 Unrealized +32.0%
V VISA INC 0.7%
Value ($000) $1,169 Shares 4,252 Est. Cost $253.28 Unrealized +5.7%
IAGG ISHARES TR 0.7%
Value ($000) $1,079 Shares 20,823 Est. Cost $49.57 Unrealized
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,058 Shares 19,733 Est. Cost $52.37 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,050 Shares 1,185 Est. Cost $708.20 Unrealized +25.7%
FLAHERTY & CRUMRINE DYNAMIC 0.6%
Value ($000) $1,016 Shares 47,242 Est. Cost $17.54 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $964 Shares 3,652 Est. Cost $251.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $955 Shares 2,075 Est. Cost $356.07 Unrealized +24.2%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $953 Shares 5,501 Est. Cost $146.02 Unrealized +12.5%
MGV VANGUARD WORLD FD 0.6%
Value ($000) $950 Shares 7,408 Est. Cost $110.61 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.6%
Value ($000) $945 Shares 177,000 Est. Cost $6.95 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $925 Shares 5,577 Est. Cost $131.06 Unrealized +27.2%
IVV ISHARES TR 0.5%
Value ($000) $870 Shares 1,509 Est. Cost $576.86 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $814 Shares 4,121 Est. Cost $153.73 Unrealized +16.2%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $787 Shares 1,491 Est. Cost $443.43 Unrealized
IEZ ISHARES TR 0.5%
Value ($000) $774 Shares 38,514 Est. Cost $23.06 Unrealized
HFXI NEW YORK LIFE INVESTMENTS ET 0.5%
Value ($000) $771 Shares 27,894 Est. Cost $25.43 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $761 Shares 4,694 Est. Cost $150.14 Unrealized +1.7%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $760 Shares 1,557 Est. Cost $488.15 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $745 Shares 2,747 Est. Cost $202.90 Unrealized +20.8%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $745 Shares 21,721 Est. Cost $26.50 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $744 Shares 2,747 Est. Cost $213.10 Unrealized +10.8%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $728 Shares 6,212 Est. Cost $98.75 Unrealized +11.4%
EMXC ISHARES INC 0.5%
Value ($000) $727 Shares 11,892 Est. Cost $61.11 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $694 Shares 2,652 Est. Cost $201.21 Unrealized +13.3%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $631 Shares 2,087 Est. Cost $240.23 Unrealized +19.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.4%
Value ($000) $608 Shares 4,365 Est. Cost $24.79 Unrealized +23.9%
ZROZ PIMCO ETF TR 0.4%
Value ($000) $603 Shares 7,311 Est. Cost $75.09 Unrealized
PNR PENTAIR PLC 0.4%
Value ($000) $589 Shares 6,022 Est. Cost $64.74 Unrealized +30.4%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $580 Shares 12,124 Est. Cost $41.68 Unrealized
MSTR MICROSTRATEGY INC 0.4%
Value ($000) $570 Shares 3,382 Est. Cost $138.39 Unrealized +3.3%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $568 Shares 4,433 Est. Cost $119.04 Unrealized
HYMB SPDR SER TR 0.4%
Value ($000) $561 Shares 21,345 Est. Cost $26.27 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $550 Shares 2,673 Est. Cost $175.92 Unrealized +8.5%
DTD WISDOMTREE TR 0.3%
Value ($000) $547 Shares 7,133 Est. Cost $67.79 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $540 Shares 7,515 Est. Cost $56.26 Unrealized +16.7%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $528 Shares 12,835 Est. Cost $37.93 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $508 Shares 2,528 Est. Cost $177.54 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $506 Shares 7,977 Est. Cost $50.76 Unrealized +8.3%
WSC WILLSCOT HLDGS CORP 0.3%
Value ($000) $502 Shares 13,358 Est. Cost $45.41 Unrealized -16.0%
AFL AFLAC INC 0.3%
Value ($000) $501 Shares 4,483 Est. Cost $72.75 Unrealized +35.7%
ISMD NORTHERN LTS FD TR IV 0.3%
Value ($000) $498 Shares 13,132 Est. Cost $32.70 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $488 Shares 944 Est. Cost $398.57 Unrealized +22.9%
LIN LINDE PLC 0.3%
Value ($000) $476 Shares 998 Est. Cost $381.77 Unrealized +17.3%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $474 Shares 1,799 Est. Cost $227.82 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $472 Shares 1,208 Est. Cost $275.61 Unrealized +22.9%
EMR EMERSON ELEC CO 0.3%
Value ($000) $472 Shares 4,318 Est. Cost $92.38 Unrealized +13.7%
GEV GE VERNOVA INC 0.3%
Value ($000) $468 Shares 1,834 Est. Cost $158.10 Unrealized +21.2%
ABT ABBOTT LABS 0.3%
Value ($000) $463 Shares 4,058 Est. Cost $106.59 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $463 Shares 2,092 Est. Cost $140.30 Unrealized +34.7%
SAIA SAIA INC 0.3%
Value ($000) $456 Shares 1,043 Est. Cost $440.06 Unrealized -3.8%
DOV DOVER CORP 0.3%
Value ($000) $454 Shares 2,370 Est. Cost $149.54 Unrealized +20.0%
PEP PEPSICO INC 0.3%
Value ($000) $453 Shares 2,664 Est. Cost $158.60 Unrealized +2.7%
NUE NUCOR CORP 0.3%
Value ($000) $441 Shares 2,934 Est. Cost $167.80 Unrealized -12.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $440 Shares 1,589 Est. Cost $226.77 Unrealized +11.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $439 Shares 2,979 Est. Cost $143.10 Unrealized -2.2%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $437 Shares 3,794 Est. Cost $88.45 Unrealized +19.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $433 Shares 1,134 Est. Cost $261.10 Unrealized +32.1%
GWW GRAINGER W W INC 0.3%
Value ($000) $429 Shares 413 Est. Cost $798.69 Unrealized +19.8%
SYY SYSCO CORP 0.3%
Value ($000) $428 Shares 5,479 Est. Cost $72.43 Unrealized -0.4%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $426 Shares 1,678 Est. Cost $174.26 Unrealized +22.9%
SLV ISHARES SILVER TR 0.3%
Value ($000) $426 Shares 14,982 Est. Cost $28.41 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $425 Shares 17,601 Est. Cost $24.15 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $424 Shares 739 Est. Cost $475.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $416 Shares 1,587 Est. Cost $233.16 Unrealized +1.8%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $414 Shares 3,953 Est. Cost $95.61 Unrealized +5.5%
PPG PPG INDS INC 0.3%
Value ($000) $411 Shares 3,104 Est. Cost $129.92 Unrealized -6.1%
CB CHUBB LIMITED 0.3%
Value ($000) $410 Shares 1,420 Est. Cost $223.68 Unrealized +21.1%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $408 Shares 8,322 Est. Cost $48.44 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $403 Shares 954 Est. Cost $387.81 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $403 Shares 1,324 Est. Cost $266.88 Unrealized -0.1%
HD HOME DEPOT INC 0.3%
Value ($000) $400 Shares 988 Est. Cost $319.43 Unrealized +10.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $396 Shares 2,837 Est. Cost $142.23 Unrealized -6.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $394 Shares 2,997 Est. Cost $114.42 Unrealized +5.1%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $391 Shares 1,464 Est. Cost $231.57 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $391 Shares 3,763 Est. Cost $75.68 Unrealized +30.7%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $389 Shares 2,807 Est. Cost $108.14 Unrealized +15.1%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $381 Shares 5,621 Est. Cost $60.80 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $370 Shares 3,351 Est. Cost $87.95 Unrealized +16.4%
AMCOR PLC 0.2%
Value ($000) $370 Shares 32,637 Est. Cost $9.19 Unrealized +10.3%
AOS SMITH A O CORP 0.2%
Value ($000) $367 Shares 4,083 Est. Cost $71.59 Unrealized +12.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $366 Shares 1,291 Est. Cost $256.03 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $363 Shares 653 Est. Cost $492.31 Unrealized +10.6%
BRO BROWN & BROWN INC 0.2%
Value ($000) $360 Shares 3,471 Est. Cost $71.92 Unrealized +37.1%
CLX CLOROX CO DEL 0.2%
Value ($000) $359 Shares 2,203 Est. Cost $138.84 Unrealized +1.7%
ECL ECOLAB INC 0.2%
Value ($000) $351 Shares 1,376 Est. Cost $181.27 Unrealized +33.0%
MGC VANGUARD WORLD FD 0.2%
Value ($000) $340 Shares 1,644 Est. Cost $197.26 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $329 Shares 1,966 Est. Cost $168.76 Unrealized -0.3%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $328 Shares 2,855 Est. Cost $92.25 Unrealized +13.4%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $325 Shares 1,099 Est. Cost $211.37 Unrealized +30.0%
SDY SPDR SER TR 0.2%
Value ($000) $322 Shares 2,266 Est. Cost $128.11 Unrealized
FMAO FARMERS & MERCHANTS BANCORP 0.2%
Value ($000) $321 Shares 11,607 Est. Cost $20.12 Unrealized +21.2%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $320 Shares 3,068 Est. Cost $84.36 Unrealized +11.9%
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $317 Shares 14,460 Est. Cost $20.89 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $315 Shares 3,830 Est. Cost $68.33 Unrealized +9.9%
TGT TARGET CORP 0.2%
Value ($000) $315 Shares 2,021 Est. Cost $141.35 Unrealized -0.2%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $311 Shares 1,036 Est. Cost $339.42 Unrealized -10.1%
GBTC GRAYSCALE BITCOIN TR BTC 0.2%
Value ($000) $309 Shares 6,119 Est. Cost $49.30 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $301 Shares 2,737 Est. Cost $79.96 Unrealized +13.0%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $301 Shares 155 Est. Cost $1250.79 Unrealized +36.8%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $301 Shares 1,010 Est. Cost $252.35 Unrealized +4.3%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $296 Shares 2,082 Est. Cost $115.31 Unrealized +16.4%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $295 Shares 2,677 Est. Cost $74.66 Unrealized +26.0%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $295 Shares 7,260 Est. Cost $37.95 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $293 Shares 3,469 Est. Cost $63.61 Unrealized +17.7%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $293 Shares 7,029 Est. Cost $36.82 Unrealized
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $291 Shares 14,426 Est. Cost $24.02 Unrealized -17.9%
ALB ALBEMARLE CORP 0.2%
Value ($000) $286 Shares 3,016 Est. Cost $86.31 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $285 Shares 1,184 Est. Cost $232.92 Unrealized -2.3%
ORCL ORACLE CORP 0.2%
Value ($000) $280 Shares 1,641 Est. Cost $113.23 Unrealized +26.3%
GGG GRACO INC 0.2%
Value ($000) $278 Shares 3,181 Est. Cost $85.64 Unrealized -6.2%
SJM SMUCKER J M CO 0.2%
Value ($000) $278 Shares 2,294 Est. Cost $117.75 Unrealized -5.2%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $274 Shares 4,594 Est. Cost $63.44 Unrealized -8.8%
HUBB HUBBELL INC 0.2%
Value ($000) $274 Shares 640 Est. Cost $377.50 Unrealized 0.0%
NHC NATIONAL HEALTHCARE CORP 0.2%
Value ($000) $272 Shares 2,164 Est. Cost $125.75 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $271 Shares 3,000 Est. Cost $71.79 Unrealized +13.7%
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $267 Shares 5,434 Est. Cost $52.09 Unrealized -16.9%
NDSN NORDSON CORP 0.2%
Value ($000) $264 Shares 1,005 Est. Cost $241.10 Unrealized -0.6%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $262 Shares 2,406 Est. Cost $100.60 Unrealized +1.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $262 Shares 1,077 Est. Cost $202.73 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $259 Shares 5,785 Est. Cost $45.68 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $254 Shares 2,098 Est. Cost $111.08 Unrealized 0.0%
KVUE KENVUE INC 0.2%
Value ($000) $252 Shares 10,895 Est. Cost $18.28 Unrealized +7.4%
MRK MERCK & CO INC 0.2%
Value ($000) $250 Shares 2,199 Est. Cost $115.26 Unrealized -2.0%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $248 Shares 4,036 Est. Cost $55.96 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $247 Shares 2,748 Est. Cost $77.71 Unrealized +4.0%
ISHARES TR 0.1%
Value ($000) $240 Shares 9,000 Est. Cost $26.66 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $237 Shares 2,523 Est. Cost $83.75 Unrealized 0.0%
DHS WISDOMTREE TR 0.1%
Value ($000) $234 Shares 2,495 Est. Cost $84.42 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $227 Shares 1,078 Est. Cost $204.96 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $227 Shares 7,169 Est. Cost $29.77 Unrealized +1.3%
FAST FASTENAL CO 0.1%
Value ($000) $226 Shares 3,162 Est. Cost $32.92 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $224 Shares 2,304 Est. Cost $97.42 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $224 Shares 649 Est. Cost $387.49 Unrealized -14.8%
MMM 3M CO 0.1%
Value ($000) $223 Shares 1,634 Est. Cost $81.20 Unrealized +46.7%
LAC LITHIUM AMERS CORP NEW 0.1%
Value ($000) $222 Shares 82,128 Est. Cost $2.54 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $221 Shares 6,976 Est. Cost $29.99 Unrealized -3.3%
GME GAMESTOP CORP NEW 0.1%
Value ($000) $220 Shares 9,614 Est. Cost $14.49 Unrealized +57.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $220 Shares 376 Est. Cost $548.30 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $218 Shares 4,288 Est. Cost $50.74 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $217 Shares 4,664 Est. Cost $46.55 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $217 Shares 3,708 Est. Cost $58.53 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $216 Shares 4,304 Est. Cost $50.27 Unrealized
GPOR GULFPORT ENERGY OPERATING CO 0.1%
Value ($000) $211 Shares 1,391 Est. Cost $137.10 Unrealized +7.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $210 Shares 1,202 Est. Cost $138.39 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $209 Shares 444 Est. Cost $426.54 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $205 Shares 2,853 Est. Cost $71.74 Unrealized
R1 RCM INC 0.1%
Value ($000) $199 Shares 14,075 Est. Cost $11.72 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $26 Shares 12,061 Est. Cost $2.16 Unrealized +5.7%
HITI HIGH TIDE INC 0.0%
Value ($000) $25 Shares 11,983 Est. Cost $1.81 Unrealized +9.4%
PL PLANET LABS PBC 0.0%
Value ($000) $23 Shares 10,425 Est. Cost $1.92 Unrealized +15.8%