RVW Wealth, LLC Diversified Active

CIK: 0001756543 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 12, 2023

Total Value ($000): $829,532 (100.0% shares, 0.0% debt)

Holdings (377)

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF 9.8%
Value ($000) $81,667 Shares 1,114,751 Est. Cost $59.74 Unrealized
DGRW Wisdomtree US Divid Etf 5.5%
Value ($000) $45,867 Shares 722,435 Est. Cost $50.42 Unrealized
DFAI Dimensional International Cr Eq Mkt ETF 4.5%
Value ($000) $37,107 Shares 1,421,160 Est. Cost $25.81 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 4.3%
Value ($000) $35,351 Shares 1,180,329 Est. Cost $27.13 Unrealized
JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF 3.7%
Value ($000) $30,399 Shares 702,537 Est. Cost $34.97 Unrealized
IQLT ISHARES TRUST INTL QLTY FACTOR ETF 3.6%
Value ($000) $29,601 Shares 880,730 Est. Cost $33.31 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 3.5%
Value ($000) $29,206 Shares 590,855 Est. Cost $47.81 Unrealized
RDVY First Trst Nasdaq Rsng 3.3%
Value ($000) $27,074 Shares 589,198 Est. Cost $32.54 Unrealized
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 3.2%
Value ($000) $26,793 Shares 446,779 Est. Cost $51.91 Unrealized
AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF 3.0%
Value ($000) $25,276 Shares 454,204 Est. Cost $45.45 Unrealized
QUAL Ishares Etf 2.5%
Value ($000) $20,331 Shares 154,269 Est. Cost $101.56 Unrealized
DFAE Dimensional Emerging Core Equity Mkt ETF 2.3%
Value ($000) $19,333 Shares 856,562 Est. Cost $21.96 Unrealized
IBDR ISHARES TRUST IBONDS DEC2026 E TF 2.2%
Value ($000) $18,623 Shares 798,087 Est. Cost $24.60 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 2.2%
Value ($000) $18,615 Shares 167,482 Est. Cost $92.63 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 2.2%
Value ($000) $18,161 Shares 345,990 Est. Cost $42.80 Unrealized
RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET 2.1%
Value ($000) $17,689 Shares 188,525 Est. Cost $43.08 Unrealized
ISHARES TRUST IBONDS DEC25 ETF 2.1%
Value ($000) $17,646 Shares 724,107 Est. Cost $25.47 Unrealized
QTEC First Tr Nasdaq 100 Fund 2.1%
Value ($000) $17,255 Shares 118,780 Est. Cost $107.31 Unrealized
EFA Ishares Tr Msci Eafe Fd 2.1%
Value ($000) $17,226 Shares 249,948 Est. Cost $61.64 Unrealized
IBDS iShares iBonds Dec 2027 Term Corp ETF 2.0%
Value ($000) $16,895 Shares 730,133 Est. Cost $23.35 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 2.0%
Value ($000) $16,875 Shares 216,482 Est. Cost $76.22 Unrealized
Ishares Ibonds Dec 2023 1.8%
Value ($000) $15,108 Shares 595,738 Est. Cost $25.34 Unrealized
SCHD SCHWAB US DIVIDEND EQ ETF 1.8%
Value ($000) $14,962 Shares 211,452 Est. Cost $72.84 Unrealized
AAPL Apple Computer Inc 1.8%
Value ($000) $14,585 Shares 85,185 Est. Cost $99.93 Unrealized +81.4%
TILT Flexshares Morningstar 1.7%
Value ($000) $14,425 Shares 88,557 Est. Cost $127.02 Unrealized
SPSM SPDR SERIES TRUST PORTFOLIO SM ETF 1.7%
Value ($000) $14,176 Shares 384,168 Est. Cost $38.84 Unrealized
ISHARES TRUST IBONDS DEC24 ETF 1.7%
Value ($000) $13,874 Shares 561,036 Est. Cost $25.66 Unrealized
ESGD Ishares Esg Msci Eafe 1.4%
Value ($000) $11,898 Shares 172,110 Est. Cost $65.78 Unrealized
FVD First TRUST Value 1.0%
Value ($000) $8,654 Shares 231,449 Est. Cost $35.78 Unrealized
QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF 1.0%
Value ($000) $8,091 Shares 149,575 Est. Cost $40.24 Unrealized
DEUS Dutsch X Trck Rusl 1000 1.0%
Value ($000) $8,044 Shares 186,831 Est. Cost $33.96 Unrealized
JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF 1.0%
Value ($000) $8,039 Shares 96,108 Est. Cost $52.49 Unrealized
QQQ Powershs Qqq TRUST Ser 0.8%
Value ($000) $6,877 Shares 19,194 Est. Cost $238.73 Unrealized
RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF 0.8%
Value ($000) $6,590 Shares 84,338 Est. Cost $54.74 Unrealized
ICSH ISHARES TRUST ULTR SH TRM BD E TF 0.8%
Value ($000) $6,462 Shares 128,260 Est. Cost $50.44 Unrealized
RSP Rydex Etf TRUST 0.8%
Value ($000) $6,381 Shares 45,032 Est. Cost $107.57 Unrealized
INVESCO EXCHANGE TRADED SELF I BULSHS 2024 CB ETF 0.6%
Value ($000) $5,198 Shares 251,453 Est. Cost $20.65 Unrealized
MDY Mid Cap SPDR 0.5%
Value ($000) $3,989 Shares 8,736 Est. Cost $442.79 Unrealized
VTI Vanguard Total Stock Mkt 0.5%
Value ($000) $3,851 Shares 18,128 Est. Cost $146.18 Unrealized
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4%
Value ($000) $3,282 Shares 96,902 Est. Cost $37.32 Unrealized
IJR Ishares Tr S&P Smallcap 0.4%
Value ($000) $3,153 Shares 33,424 Est. Cost $81.15 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $2,849 Shares 5,576 Est. Cost $404.46 Unrealized +23.3%
LRGF ISHARES TRUST MULTIFACTOR USA ETF 0.3%
Value ($000) $2,430 Shares 56,091 Est. Cost $26.45 Unrealized
SCHB Schw US Brd Mkt Etf 0.3%
Value ($000) $2,202 Shares 44,178 Est. Cost $60.09 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF 0.3%
Value ($000) $2,146 Shares 42,883 Est. Cost $42.62 Unrealized
VIG Vanguard Div Apprciation 0.3%
Value ($000) $2,143 Shares 13,791 Est. Cost $148.34 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $2,001 Shares 4,599 Est. Cost $19.15 Unrealized +133.8%
TSLA Tesla Motors Inc 0.2%
Value ($000) $1,994 Shares 7,968 Est. Cost $252.13 Unrealized +1.9%
MSFT Microsoft Corp 0.2%
Value ($000) $1,935 Shares 6,128 Est. Cost $253.29 Unrealized +28.1%
FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF 0.2%
Value ($000) $1,813 Shares 47,138 Est. Cost $27.93 Unrealized
ESG Flexsh Stoxx US Esg 0.2%
Value ($000) $1,788 Shares 16,963 Est. Cost $87.43 Unrealized
WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF 0.2%
Value ($000) $1,686 Shares 27,297 Est. Cost $67.80 Unrealized
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF 0.2%
Value ($000) $1,561 Shares 77,643 Est. Cost $20.28 Unrealized
AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF 0.2%
Value ($000) $1,472 Shares 27,888 Est. Cost $57.38 Unrealized
IWF Ishares Tr Russell 0.2%
Value ($000) $1,399 Shares 5,258 Est. Cost $234.83 Unrealized
IUS Invesco RAFI Strategic US ETF 0.2%
Value ($000) $1,317 Shares 33,066 Est. Cost $36.52 Unrealized
FTSL FIRST TRUST SENIOR LN FD ETF 0.2%
Value ($000) $1,315 Shares 28,756 Est. Cost $43.13 Unrealized
BRK/B Berkshire Hathaway Inc B 0.2%
Value ($000) $1,298 Shares 3,706 Est. Cost $232.78 Unrealized +52.4%
IWD Ishares Russell 1000 Val 0.2%
Value ($000) $1,250 Shares 8,235 Est. Cost $151.65 Unrealized
INVESCO BULSHS 2023 CB ETF 0.1%
Value ($000) $1,177 Shares 55,462 Est. Cost $20.99 Unrealized
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF 0.1%
Value ($000) $1,116 Shares 22,230 Est. Cost $50.30 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.1%
Value ($000) $1,094 Shares 31,505 Est. Cost $33.61 Unrealized
IQDF FlexShares Intl Qual Div ETF 0.1%
Value ($000) $1,066 Shares 50,036 Est. Cost $23.08 Unrealized
EZM Wisdomtree TRUST Midcap 0.1%
Value ($000) $1,055 Shares 20,783 Est. Cost $39.40 Unrealized
VUG Vanguard Growth 0.1%
Value ($000) $1,038 Shares 3,810 Est. Cost $241.91 Unrealized
SPEM SPDR PORTFOLIO EMG MK ETF 0.1%
Value ($000) $1,021 Shares 30,406 Est. Cost $42.98 Unrealized
SPHD Pwrshr S&P500 Hidiv 0.1%
Value ($000) $996 Shares 25,411 Est. Cost $31.18 Unrealized
XLRE Real Estate Select Sctr 0.1%
Value ($000) $989 Shares 29,035 Est. Cost $31.23 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $984 Shares 3,600 Est. Cost $225.90 Unrealized +24.0%
USRT ISHARES TRUST CRE U S REIT ETF 0.1%
Value ($000) $978 Shares 20,731 Est. Cost $39.51 Unrealized
BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF 0.1%
Value ($000) $971 Shares 51,692 Est. Cost $20.00 Unrealized
JPIN Jpmorgan Dvrsfd Rtrn 0.1%
Value ($000) $931 Shares 18,420 Est. Cost $53.78 Unrealized
HYGV FLEXSHARES TRUST HIG YLD VL ET F 0.1%
Value ($000) $869 Shares 21,854 Est. Cost $45.07 Unrealized
NUSC Nuveen Esg Small Cap 0.1%
Value ($000) $818 Shares 23,495 Est. Cost $41.28 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $763 Shares 5,120 Est. Cost $81.23 Unrealized +66.6%
IEFA Ishares Core Msci Eafe 0.1%
Value ($000) $760 Shares 11,816 Est. Cost $68.03 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.1%
Value ($000) $744 Shares 33,269 Est. Cost $22.39 Unrealized
PFFD GLOBAL X FDS US PFD ETF 0.1%
Value ($000) $740 Shares 39,358 Est. Cost $30.25 Unrealized
TIP Ishares Tr Lehman Tips 0.1%
Value ($000) $727 Shares 7,005 Est. Cost $113.54 Unrealized
T A T & T Inc New 0.1%
Value ($000) $690 Shares 45,908 Est. Cost $16.32 Unrealized -20.7%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $658 Shares 5,599 Est. Cost $60.28 Unrealized +67.6%
AMZN Amazon Com Inc 0.1%
Value ($000) $658 Shares 5,178 Est. Cost $124.85 Unrealized +7.3%
VEU Vanguard Intl Eqty Index 0.1%
Value ($000) $598 Shares 11,525 Est. Cost $50.21 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $576 Shares 3,414 Est. Cost $89.47 Unrealized +62.9%
DIS Disney Walt Co 0.1%
Value ($000) $562 Shares 6,934 Est. Cost $157.51 Unrealized -47.0%
DGRO Ishares Core Dividend 0.1%
Value ($000) $552 Shares 11,144 Est. Cost $44.62 Unrealized
IBDT ISHARES TRUST IBDS DEC28 ETF 0.1%
Value ($000) $548 Shares 22,816 Est. Cost $25.43 Unrealized
NUMV Nuveen Esg Mid Cap Value 0.1%
Value ($000) $540 Shares 18,985 Est. Cost $73.56 Unrealized
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $531 Shares 1 Est. Cost $309458.20 Unrealized +74.2%
VEA Vanguard Europe Pac Etf 0.1%
Value ($000) $504 Shares 11,534 Est. Cost $41.97 Unrealized
DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF 0.1%
Value ($000) $478 Shares 21,233 Est. Cost $33.19 Unrealized
PGX Powershs Exch Trad Fd Tr 0.1%
Value ($000) $471 Shares 42,998 Est. Cost $11.19 Unrealized
PEY Powershares High Yield 0.1%
Value ($000) $451 Shares 23,484 Est. Cost $17.66 Unrealized
REZ Ishares Ftse Nareit Res 0.1%
Value ($000) $431 Shares 6,536 Est. Cost $251.10 Unrealized
HYLS First TRUST Tactcl High 0.1%
Value ($000) $420 Shares 10,695 Est. Cost $45.65 Unrealized
AGQ ProShares Ultra Silver 0.1%
Value ($000) $418 Shares 17,000 Est. Cost $32.00 Unrealized
IWV Ishares Russell 3000 0.0%
Value ($000) $390 Shares 1,592 Est. Cost $187.63 Unrealized
Nuveen Preferred Income 0.0%
Value ($000) $370 Shares 58,500 Est. Cost $6.58 Unrealized
GOOGL Google Inc Class A 0.0%
Value ($000) $366 Shares 2,800 Est. Cost $107.41 Unrealized +19.5%
CWB Spdr Barclays Cnv 0.0%
Value ($000) $365 Shares 5,384 Est. Cost $60.51 Unrealized
NUVEEN GLOBAL HIGH INCM FD SHS 0.0%
Value ($000) $365 Shares 31,900 Est. Cost $11.09 Unrealized
META Meta Platforms, Inc. 0.0%
Value ($000) $361 Shares 1,203 Est. Cost $164.29 Unrealized +82.1%
VGT Vanguard Info Technology 0.0%
Value ($000) $356 Shares 857 Est. Cost $458.33 Unrealized
IVV Ishares TRUST S&P 0.0%
Value ($000) $347 Shares 808 Est. Cost $445.71 Unrealized
IBDU ISHARES TRUST IBONDS DEC 29 ET F 0.0%
Value ($000) $346 Shares 15,777 Est. Cost $22.24 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $340 Shares 7,617 Est. Cost $62.43 Unrealized -29.5%
SRLN Spdr Blackstone Gso 0.0%
Value ($000) $319 Shares 7,614 Est. Cost $53.23 Unrealized
FPE First TRUST Preferred 0.0%
Value ($000) $305 Shares 19,072 Est. Cost $19.42 Unrealized
IJH Ishares Tr S&P Midcap 0.0%
Value ($000) $294 Shares 1,180 Est. Cost $212.38 Unrealized
NUEM Nuveen Esg Emerging 0.0%
Value ($000) $292 Shares 11,124 Est. Cost $25.80 Unrealized
NUMG Nuveen Esg Mid Cap 0.0%
Value ($000) $283 Shares 7,713 Est. Cost $36.08 Unrealized
SPY S P D R TRUST Unit SR 0.0%
Value ($000) $278 Shares 651 Est. Cost $772.16 Unrealized
VTV Vanguard Value 0.0%
Value ($000) $274 Shares 1,988 Est. Cost $131.85 Unrealized
ARES ARES MANAGEMENT CORPORATION CO M CL A 0.0%
Value ($000) $257 Shares 2,500 Est. Cost $73.16 Unrealized +29.5%
BlackRock Core Bond 0.0%
Value ($000) $247 Shares 24,800 Est. Cost $10.84 Unrealized
JPEM Jpmrg Dvsfd Retn Emrg 0.0%
Value ($000) $244 Shares 4,851 Est. Cost $49.46 Unrealized
XLK Sector Spdr Tech Select 0.0%
Value ($000) $243 Shares 1,482 Est. Cost $124.89 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $241 Shares 3,525 Est. Cost $58.50 Unrealized
VOO Vanguard S&P 500 Etf 0.0%
Value ($000) $241 Shares 614 Est. Cost $349.36 Unrealized
Calamos Dynamic Convertible and Income 0.0%
Value ($000) $241 Shares 12,903 Est. Cost $21.30 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $238 Shares 29,037 Est. Cost $8.21 Unrealized
AVDV AVANTIS INTERNATNL SML CP VL ETF 0.0%
Value ($000) $236 Shares 4,076 Est. Cost $58.48 Unrealized
NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF 0.0%
Value ($000) $233 Shares 6,940 Est. Cost $34.65 Unrealized
DON Wisdomtree Midcap Divdnd 0.0%
Value ($000) $232 Shares 5,653 Est. Cost $44.36 Unrealized
Calamos Convertible And 0.0%
Value ($000) $231 Shares 20,700 Est. Cost $10.92 Unrealized
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $228 Shares 6,000 Est. Cost $40.10 Unrealized
Calamos Conv Opprtnty Fd 0.0%
Value ($000) $228 Shares 21,600 Est. Cost $10.52 Unrealized
Virtus Diversified Income & Convertible Fund 0.0%
Value ($000) $226 Shares 12,100 Est. Cost $19.31 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $225 Shares 957 Est. Cost $248.05 Unrealized
Western Asset High Yld Def Opp 0.0%
Value ($000) $224 Shares 19,500 Est. Cost $11.98 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $222 Shares 1,426 Est. Cost $156.80 Unrealized -2.2%
BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF 0.0%
Value ($000) $221 Shares 11,773 Est. Cost $21.22 Unrealized
PEP Pepsico Incorporated 0.0%
Value ($000) $219 Shares 1,291 Est. Cost $160.89 Unrealized +3.9%
FRI FIRST TRUST PORTFOLIOS COM ETF 0.0%
Value ($000) $214 Shares 9,354 Est. Cost $78.97 Unrealized
IWP Ishares Russell Midcap 0.0%
Value ($000) $206 Shares 2,254 Est. Cost $96.29 Unrealized
MCD Mc Donalds Corp 0.0%
Value ($000) $204 Shares 775 Est. Cost $245.75 Unrealized +9.7%
ARCC Ares Capital Corp 0.0%
Value ($000) $203 Shares 10,441 Est. Cost $11.62 Unrealized +33.3%
COST Costco Whsl Corp New 0.0%
Value ($000) $203 Shares 359 Est. Cost $532.21 Unrealized 0.0%
NFLX Netflix Inc 0.0%
Value ($000) $202 Shares 535 Est. Cost $36.83 Unrealized +15.1%
VNQ Vanguard Reit 0.0%
Value ($000) $199 Shares 2,630 Est. Cost $82.48 Unrealized
BSV Vanguard Bond Index Fund 0.0%
Value ($000) $195 Shares 2,589 Est. Cost $75.17 Unrealized
MNKD Mannkind Corp 0.0%
Value ($000) $191 Shares 46,151 Est. Cost $3.77 Unrealized +19.2%
PKW Powershs Exch Trad Fd Tr 0.0%
Value ($000) $190 Shares 2,115 Est. Cost $89.97 Unrealized
First TRUST Intermediate 0.0%
Value ($000) $189 Shares 12,700 Est. Cost $15.78 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $174 Shares 439 Est. Cost $396.22 Unrealized 0.0%
BFOR Alps TRUST Etf 0.0%
Value ($000) $173 Shares 3,069 Est. Cost $56.29 Unrealized
CWI Spdr Msci Acwi Ex-Us 0.0%
Value ($000) $166 Shares 6,651 Est. Cost $24.89 Unrealized
SDIV Global X Superdividend 0.0%
Value ($000) $161 Shares 7,359 Est. Cost $24.03 Unrealized
FDT First Trust Developed Mkts Ex US 0.0%
Value ($000) $158 Shares 3,147 Est. Cost $50.24 Unrealized
PRF Powershs Exch Trad Fd Tr 0.0%
Value ($000) $158 Shares 4,965 Est. Cost $31.82 Unrealized
CRUS Cirrus Logic Inc 0.0%
Value ($000) $154 Shares 2,078 Est. Cost $78.11 Unrealized 0.0%
HON Honeywell International 0.0%
Value ($000) $150 Shares 814 Est. Cost $173.86 Unrealized 0.0%
GOOG Google Inc Class C 0.0%
Value ($000) $150 Shares 1,140 Est. Cost $129.05 Unrealized 0.0%
KO Coca Cola Company 0.0%
Value ($000) $146 Shares 2,613 Est. Cost $55.72 Unrealized 0.0%
BSCU INVESCO BULLTSHR 2030 COR BND ETF 0.0%
Value ($000) $146 Shares 9,360 Est. Cost $15.58 Unrealized
BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF 0.0%
Value ($000) $143 Shares 7,385 Est. Cost $19.37 Unrealized
COF Capital One Financial Cp 0.0%
Value ($000) $136 Shares 1,404 Est. Cost $103.04 Unrealized 0.0%
EIS iShares MSCI Israel ETF 0.0%
Value ($000) $132 Shares 2,442 Est. Cost $54.03 Unrealized
PSX Phillips 0.0%
Value ($000) $129 Shares 1,074 Est. Cost $103.33 Unrealized 0.0%
JPM Jpmorgan Chase & Co 0.0%
Value ($000) $126 Shares 868 Est. Cost $142.31 Unrealized 0.0%
BNDX Vanguard Total 0.0%
Value ($000) $125 Shares 2,623 Est. Cost $47.83 Unrealized
Guggenheim Tax Muni & Inv Grade Debt Tr 0.0%
Value ($000) $124 Shares 8,000 Est. Cost $15.54 Unrealized
XLV Sector Spdr Health Fund 0.0%
Value ($000) $124 Shares 961 Est. Cost $128.74 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $123 Shares 495 Est. Cost $220.19 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $123 Shares 1,265 Est. Cost $100.45 Unrealized 0.0%
EA Electronic Arts Inc 0.0%
Value ($000) $120 Shares 1,000 Est. Cost $124.31 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $119 Shares 600 Est. Cost $196.69 Unrealized 0.0%
DFSV DIMENSIONAL US SMALL CAP VALU ETF 0.0%
Value ($000) $117 Shares 4,611 Est. Cost $25.34 Unrealized
IEMG Ishares Etf 0.0%
Value ($000) $115 Shares 2,425 Est. Cost $47.59 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $115 Shares 1,538 Est. Cost $75.86 Unrealized 0.0%
IWB Ishares Tr Russell 0.0%
Value ($000) $114 Shares 484 Est. Cost $234.91 Unrealized
BA Boeing Co 0.0%
Value ($000) $112 Shares 585 Est. Cost $218.79 Unrealized 0.0%
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $112 Shares 3,370 Est. Cost $33.17 Unrealized
USB U S Bancorp Del New 0.0%
Value ($000) $109 Shares 3,302 Est. Cost $32.50 Unrealized 0.0%
IBM Intl Business Machines 0.0%
Value ($000) $107 Shares 763 Est. Cost $131.75 Unrealized 0.0%
HSIC Schein Henry Inc 0.0%
Value ($000) $104 Shares 1,400 Est. Cost $77.04 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $101 Shares 2,850 Est. Cost $34.22 Unrealized 0.0%
V Visa Inc Cl A 0.0%
Value ($000) $100 Shares 436 Est. Cost $236.17 Unrealized 0.0%
ISRA Vaneck Vectors Israel ETF 0.0%
Value ($000) $99 Shares 2,946 Est. Cost $33.53 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $98 Shares 408 Est. Cost $231.16 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $97 Shares 1,938 Est. Cost $50.15 Unrealized 0.0%
TGT Target Corporation 0.0%
Value ($000) $96 Shares 867 Est. Cost $116.39 Unrealized 0.0%
ORCL Oracle Corporation 0.0%
Value ($000) $89 Shares 838 Est. Cost $112.78 Unrealized 0.0%
PFE Pfizer Incorporated 0.0%
Value ($000) $87 Shares 2,619 Est. Cost $30.57 Unrealized 0.0%
PFFV GLOBAL X FDS RATE PREFERRED ET F 0.0%
Value ($000) $87 Shares 3,781 Est. Cost $22.96 Unrealized
VDC Vanguard Consumer 0.0%
Value ($000) $85 Shares 466 Est. Cost $182.67 Unrealized
HAUS Home Appreciation Us Reit 0.0%
Value ($000) $85 Shares 5,768 Est. Cost $14.75 Unrealized
Lam Research Corporation 0.0%
Value ($000) $84 Shares 134 Est. Cost $626.77 Unrealized
IWR Ishares Russell Midcap 0.0%
Value ($000) $83 Shares 1,200 Est. Cost $69.25 Unrealized
UAN CVR PARTNERS LP COM USD0.01(PO ST REV SPLIT) 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $82.61 Unrealized
RTX Raytheon Technologies Ord 0.0%
Value ($000) $82 Shares 1,133 Est. Cost $81.24 Unrealized 0.0%
AMD Advanced Micro Devic 0.0%
Value ($000) $81 Shares 792 Est. Cost $108.55 Unrealized 0.0%
VBR Vanguard Small Cap Value 0.0%
Value ($000) $80 Shares 499 Est. Cost $159.49 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $79 Shares 419 Est. Cost $189.07 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $77 Shares 529 Est. Cost $144.12 Unrealized 0.0%
CP Canadian Pac Railway 0.0%
Value ($000) $77 Shares 1,033 Est. Cost $78.01 Unrealized 0.0%
VCSH Vanguard Short Term Cor 0.0%
Value ($000) $77 Shares 1,022 Est. Cost $75.15 Unrealized
DWMF WISDOMTREE TRUST INTK MLTIFACT R ETF 0.0%
Value ($000) $77 Shares 3,121 Est. Cost $24.57 Unrealized
IBB Ishares Nasdaq Bio Fd 0.0%
Value ($000) $76 Shares 622 Est. Cost $122.23 Unrealized
TJX T J X Cos Inc 0.0%
Value ($000) $72 Shares 807 Est. Cost $85.34 Unrealized 0.0%
HD Home Depot Inc 0.0%
Value ($000) $72 Shares 237 Est. Cost $302.97 Unrealized 0.0%
PANW Palo Alto Networks 0.0%
Value ($000) $70 Shares 300 Est. Cost $118.33 Unrealized 0.0%
DEM Wisdomtree Emerging Mkts 0.0%
Value ($000) $68 Shares 1,805 Est. Cost $37.48 Unrealized
JPSE JP MORGAN DIVERSFD EQT ETF 0.0%
Value ($000) $67 Shares 1,703 Est. Cost $39.29 Unrealized
VT Vanguard Total World 0.0%
Value ($000) $64 Shares 689 Est. Cost $93.19 Unrealized
BSCT INVSC BLTSHRS 2029 CORP BND ETF 0.0%
Value ($000) $64 Shares 3,652 Est. Cost $17.52 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $63 Shares 1,725 Est. Cost $44.19 Unrealized 0.0%
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $63 Shares 1,143 Est. Cost $53.44 Unrealized 0.0%
VLO Valero Energy Corp New 0.0%
Value ($000) $62 Shares 441 Est. Cost $122.12 Unrealized 0.0%
NOW Service Now Inc 0.0%
Value ($000) $61 Shares 110 Est. Cost $114.08 Unrealized 0.0%
PYPL Paypal Holdings Inco 0.0%
Value ($000) $61 Shares 1,042 Est. Cost $64.97 Unrealized 0.0%
BSCV INVESCO BULLTSHR 2031 CRP BND ETF 0.0%
Value ($000) $61 Shares 3,984 Est. Cost $15.25 Unrealized
IJJ Ishares S&P Midcap 0.0%
Value ($000) $61 Shares 600 Est. Cost $100.93 Unrealized
DIVB ISHARES TRUST US DIVID BYBCK E TF 0.0%
Value ($000) $60 Shares 1,611 Est. Cost $37.23 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $60 Shares 835 Est. Cost $71.33 Unrealized
DVY Ishares TRUST Dow Jones 0.0%
Value ($000) $59 Shares 551 Est. Cost $107.64 Unrealized
OEF Ishares Tr S&P 100 Index 0.0%
Value ($000) $57 Shares 286 Est. Cost $200.64 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $64.42 Unrealized 0.0%
New York Cmnty Banco 0.0%
Value ($000) $56 Shares 4,971 Est. Cost $11.34 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $56 Shares 392 Est. Cost $143.33 Unrealized
NXPI Nxp Semiconductors Nv 0.0%
Value ($000) $56 Shares 280 Est. Cost $198.06 Unrealized 0.0%
ON On Semiconductor Co 0.0%
Value ($000) $56 Shares 600 Est. Cost $97.14 Unrealized 0.0%
SLYG Spdr S&P 600 Small Cap 0.0%
Value ($000) $55 Shares 751 Est. Cost $73.27 Unrealized
BlueStar Israel Technology ETF 0.0%
Value ($000) $55 Shares 1,328 Est. Cost $41.22 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $54 Shares 5,170 Est. Cost $10.09 Unrealized 0.0%
INSM Insmed Inc 0.0%
Value ($000) $53 Shares 2,099 Est. Cost $22.87 Unrealized 0.0%
QRVO Qorvo Inc 0.0%
Value ($000) $53 Shares 552 Est. Cost $102.11 Unrealized 0.0%
XLE Sector Spdr Engy Select 0.0%
Value ($000) $53 Shares 581 Est. Cost $90.39 Unrealized
CSL Carlisle Companies 0.0%
Value ($000) $52 Shares 200 Est. Cost $260.64 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $52 Shares 200 Est. Cost $258.28 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $51 Shares 600 Est. Cost $83.89 Unrealized 0.0%
XLC SELECT SECTOR SPDR TRUST COMMU NICATION ETF 0.0%
Value ($000) $51 Shares 781 Est. Cost $65.57 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $51 Shares 942 Est. Cost $50.30 Unrealized 0.0%
INTF ISHARES TRUST MULTIFACTOR INTL ETF 0.0%
Value ($000) $50 Shares 1,953 Est. Cost $25.85 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $50 Shares 545 Est. Cost $86.18 Unrealized 0.0%
PFM Powershs Exch Trad Fd Tr 0.0%
Value ($000) $50 Shares 1,369 Est. Cost $36.53 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $49 Shares 251 Est. Cost $205.00 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $49 Shares 539 Est. Cost $92.46 Unrealized 0.0%
Blackrock Inc 0.0%
Value ($000) $49 Shares 76 Est. Cost $646.49 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $47 Shares 275 Est. Cost $171.45 Unrealized
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $47 Shares 1,035 Est. Cost $45.55 Unrealized
WYNN Wynn Resorts 0.0%
Value ($000) $47 Shares 510 Est. Cost $97.84 Unrealized 0.0%
MKL Markel Corp 0.0%
Value ($000) $47 Shares 32 Est. Cost $1463.82 Unrealized 0.0%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $47 Shares 858 Est. Cost $58.47 Unrealized 0.0%
LLY Lilly Eli & Company 0.0%
Value ($000) $46 Shares 86 Est. Cost $506.78 Unrealized 0.0%
LOW Lowes Companies Inc 0.0%
Value ($000) $45 Shares 216 Est. Cost $214.91 Unrealized 0.0%
VIS Vanguard Industrials 0.0%
Value ($000) $44 Shares 228 Est. Cost $194.98 Unrealized
FXO First TRUST Financials 0.0%
Value ($000) $44 Shares 1,168 Est. Cost $37.83 Unrealized
OTIS OTIS Worldwide Corp-Wi 0.0%
Value ($000) $44 Shares 550 Est. Cost $82.19 Unrealized 0.0%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $44 Shares 87 Est. Cost $469.94 Unrealized 0.0%
CIBR FIRST TRUST EXCH TRADED FUND 2 NASDAQ CYB ETF 0.0%
Value ($000) $44 Shares 965 Est. Cost $45.43 Unrealized
NDAQ Nasdaq Omx Group Inc 0.0%
Value ($000) $44 Shares 897 Est. Cost $48.99 Unrealized 0.0%
TTD The Trade Desk Inc 0.0%
Value ($000) $43 Shares 550 Est. Cost $80.85 Unrealized 0.0%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $43 Shares 468 Est. Cost $90.94 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $42 Shares 3,393 Est. Cost $11.09 Unrealized 0.0%
ICF ISHARES COHEN & STEERS REIT ET F 0.0%
Value ($000) $41 Shares 810 Est. Cost $50.16 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $41 Shares 293 Est. Cost $140.40 Unrealized 0.0%
FDX Fedex Corporation 0.0%
Value ($000) $40 Shares 151 Est. Cost $246.77 Unrealized 0.0%
UPS United Parcel Service B 0.0%
Value ($000) $40 Shares 256 Est. Cost $151.64 Unrealized 0.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $39 Shares 558 Est. Cost $67.21 Unrealized 0.0%
WST West Pharm Srvc Inc 0.0%
Value ($000) $38 Shares 102 Est. Cost $384.28 Unrealized 0.0%
SHOP Shopify Inc 0.0%
Value ($000) $38 Shares 700 Est. Cost $60.59 Unrealized 0.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $38 Shares 343 Est. Cost $110.06 Unrealized 0.0%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $38 Shares 235 Est. Cost $160.98 Unrealized
LIN Linde Plc 0.0%
Value ($000) $38 Shares 101 Est. Cost $369.03 Unrealized 0.0%
VZ Verizon Communications 0.0%
Value ($000) $36 Shares 1,125 Est. Cost $28.99 Unrealized 0.0%
Fisker Inc Ordinary Shares - Class A 0.0%
Value ($000) $36 Shares 5,581 Est. Cost $6.42 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $36 Shares 220 Est. Cost $186.58 Unrealized 0.0%
SO The Southern Company 0.0%
Value ($000) $35 Shares 548 Est. Cost $63.78 Unrealized 0.0%
WCLD WISDOMTREE TRUST CLOUD COMPUTN G ETF 0.0%
Value ($000) $35 Shares 1,196 Est. Cost $29.63 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $175.00 Unrealized 0.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $34 Shares 206 Est. Cost $159.78 Unrealized 0.0%
ALL Allstate Corporation 0.0%
Value ($000) $33 Shares 300 Est. Cost $103.58 Unrealized 0.0%
CVS C V S Corp Del 0.0%
Value ($000) $33 Shares 477 Est. Cost $64.57 Unrealized 0.0%
AXP American Express Company 0.0%
Value ($000) $33 Shares 223 Est. Cost $158.88 Unrealized 0.0%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $33 Shares 107 Est. Cost $304.36 Unrealized 0.0%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $32 Shares 169 Est. Cost $184.60 Unrealized 0.0%
ATO Atmos Energy Corp 0.0%
Value ($000) $32 Shares 300 Est. Cost $110.00 Unrealized 0.0%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $31 Shares 1,222 Est. Cost $27.96 Unrealized 0.0%
TWLO Twilio Inc 0.0%
Value ($000) $30 Shares 515 Est. Cost $62.32 Unrealized 0.0%
SBRA Sabra Hlth Care 0.0%
Value ($000) $30 Shares 2,139 Est. Cost $13.94 Unrealized
VO Vanguard Mid Cap 0.0%
Value ($000) $29 Shares 141 Est. Cost $208.24 Unrealized
IWO Ishares Tr Russell 0.0%
Value ($000) $29 Shares 127 Est. Cost $224.74 Unrealized
Kezar Life Sciences Inc 0.0%
Value ($000) $28 Shares 23,765 Est. Cost $1.19 Unrealized
SPMD SPDR SERIES TRUST PORTFOLIO MI D CAP ETF 0.0%
Value ($000) $28 Shares 642 Est. Cost $43.79 Unrealized
COP Conocophillips 0.0%
Value ($000) $28 Shares 234 Est. Cost $107.88 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $27 Shares 336 Est. Cost $80.29 Unrealized 0.0%
MTB M & T Bank Corporation 0.0%
Value ($000) $27 Shares 216 Est. Cost $120.47 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR COM 0.0%
Value ($000) $27 Shares 315 Est. Cost $85.93 Unrealized
AAL American Airls Group 0.0%
Value ($000) $27 Shares 2,082 Est. Cost $15.52 Unrealized 0.0%
EIX Edison International 0.0%
Value ($000) $25 Shares 400 Est. Cost $62.39 Unrealized 0.0%
SCHF Schw Intl Eq Etf 0.0%
Value ($000) $25 Shares 728 Est. Cost $33.96 Unrealized
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $25 Shares 1,118 Est. Cost $22.04 Unrealized
SCHE Schw Emg Mkt Eq Etf 0.0%
Value ($000) $25 Shares 1,026 Est. Cost $23.94 Unrealized
NRT NTH EUROPE OIL RT COM 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $12.17 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $24 Shares 547 Est. Cost $41.49 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $23 Shares 523 Est. Cost $42.68 Unrealized 0.0%
Babson Cap Gbl Shrt Dur 0.0%
Value ($000) $23 Shares 1,775 Est. Cost $12.70 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $22 Shares 239 Est. Cost $93.63 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $22 Shares 182 Est. Cost $115.08 Unrealized 0.0%
ACRE ARES COMMERCIAL REAL ESTATE CO M USD0.01 0.0%
Value ($000) $22 Shares 2,302 Est. Cost $9.52 Unrealized
AMGN Amgen Incorporated 0.0%
Value ($000) $22 Shares 81 Est. Cost $231.86 Unrealized 0.0%
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.0%
Value ($000) $22 Shares 701 Est. Cost $31.01 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $21 Shares 122 Est. Cost $176.96 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $21 Shares 700 Est. Cost $30.70 Unrealized 0.0%
UMH U M H PROPERTIES INC COM STK U SD0.10 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $14.02 Unrealized
NIO Nio Inc Adr 0.0%
Value ($000) $21 Shares 2,300 Est. Cost $9.04 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $21 Shares 527 Est. Cost $39.21 Unrealized
IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR 0.0%
Value ($000) $21 Shares 1,066 Est. Cost $19.38 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $20 Shares 133 Est. Cost $153.84 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $20 Shares 140 Est. Cost $144.29 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $19 Shares 160 Est. Cost $117.75 Unrealized 0.0%
MCO Moodys Corp 0.0%
Value ($000) $19 Shares 61 Est. Cost $333.80 Unrealized 0.0%
DDD 3 D Systems Corp 0.0%
Value ($000) $19 Shares 3,921 Est. Cost $7.17 Unrealized 0.0%
BR Broadridge Finl Solu 0.0%
Value ($000) $19 Shares 107 Est. Cost $170.29 Unrealized 0.0%
MAINSTAY DEFINEDTERM MUN OPPOR COM 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $15.93 Unrealized
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $19 Shares 21 Est. Cost $62.73 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $19 Shares 37 Est. Cost $528.90 Unrealized 0.0%
SNSR Global X Internet of Things ETF 0.0%
Value ($000) $18 Shares 600 Est. Cost $30.63 Unrealized
IPGP Ipg Photonics Corp 0.0%
Value ($000) $18 Shares 180 Est. Cost $112.83 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $18 Shares 89 Est. Cost $206.15 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $18 Shares 178 Est. Cost $104.39 Unrealized 0.0%
BAC Bank Of America Corp 0.0%
Value ($000) $18 Shares 650 Est. Cost $27.82 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $18 Shares 185 Est. Cost $98.24 Unrealized 0.0%
MRNA Moderna Inc 0.0%
Value ($000) $18 Shares 170 Est. Cost $111.55 Unrealized 0.0%
MET Metlife Inc 0.0%
Value ($000) $17 Shares 265 Est. Cost $58.01 Unrealized 0.0%
IWM Ishares Tr Russell 0.0%
Value ($000) $17 Shares 94 Est. Cost $176.74 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $17 Shares 36 Est. Cost $447.51 Unrealized 0.0%
ASML Asml Hldgs Nv 0.0%
Value ($000) $16 Shares 28 Est. Cost $588.64 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $51.81 Unrealized 0.0%
XITK SPDR SERIES TRUST FACTST INV E TF 0.0%
Value ($000) $16 Shares 129 Est. Cost $123.71 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $158.88 Unrealized 0.0%
DEO Diageo Plc New Adr 0.0%
Value ($000) $16 Shares 106 Est. Cost $149.18 Unrealized
TRI Thomson Reuters Corp 0.0%
Value ($000) $16 Shares 128 Est. Cost $122.38 Unrealized +1.8%
CALAMOS STRATEGIC TOTAL RETURN COM SBI NPV 0.0%
Value ($000) $16 Shares 1,103 Est. Cost $14.07 Unrealized
PKST Peakstone Realty Trust Class E 0.0%
Value ($000) $15 Shares 916 Est. Cost $16.64 Unrealized
CME Cme Group Inc Cl A 0.0%
Value ($000) $15 Shares 76 Est. Cost $180.18 Unrealized 0.0%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $15 Shares 299 Est. Cost $50.83 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $15 Shares 399 Est. Cost $40.15 Unrealized 0.0%
USCI United States Commodity Index 0.0%
Value ($000) $15 Shares 250 Est. Cost $59.16 Unrealized
IWS Ishares Russell Midcap 0.0%
Value ($000) $15 Shares 141 Est. Cost $104.34 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $15 Shares 165 Est. Cost $88.80 Unrealized
IWN Ishares Tr Russell 0.0%
Value ($000) $15 Shares 108 Est. Cost $135.55 Unrealized
PLTR PALANTIR TECH INC COM CL A 0.0%
Value ($000) $15 Shares 907 Est. Cost $15.93 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $14 Shares 53 Est. Cost $261.47 Unrealized 0.0%
WEC Wisconsin Egy Cp Hldg Co 0.0%
Value ($000) $14 Shares 178 Est. Cost $79.74 Unrealized 0.0%
FCX Freeport Mcmorn Cp&Gld B 0.0%
Value ($000) $14 Shares 383 Est. Cost $39.01 Unrealized 0.0%
VAW Vanguard Materials Etf 0.0%
Value ($000) $14 Shares 82 Est. Cost $172.52 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $14 Shares 136 Est. Cost $99.84 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $13 Shares 230 Est. Cost $66.20 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $13 Shares 387 Est. Cost $24.39 Unrealized +25.0%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $13 Shares 524 Est. Cost $23.35 Unrealized 0.0%
WM Waste Management, Inc. 0.0%
Value ($000) $13 Shares 83 Est. Cost $156.02 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $36.43 Unrealized 0.0%
CRWD CROWDSTRIKE HOLDINGS INC COM C L A 0.0%
Value ($000) $13 Shares 75 Est. Cost $155.44 Unrealized 0.0%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $61.91 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $12 Shares 88 Est. Cost $120.35 Unrealized 0.0%
MKTX Marketaxess Holdings 0.0%
Value ($000) $12 Shares 56 Est. Cost $233.55 Unrealized 0.0%
ETN Eaton Corporation 0.0%
Value ($000) $12 Shares 56 Est. Cost $209.69 Unrealized 0.0%
GLBE GLOBAL E ONLINE LTD COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.26 Unrealized 0.0%
CAG Conagra Foods Inc 0.0%
Value ($000) $12 Shares 433 Est. Cost $27.08 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $12 Shares 439 Est. Cost $26.75 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $12 Shares 32 Est. Cost $385.89 Unrealized 0.0%
IVOV Vanguard S&P Mid Cap 400 0.0%
Value ($000) $12 Shares 150 Est. Cost $77.91 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $11 Shares 98 Est. Cost $113.01 Unrealized 0.0%
BSCW INVESCO BULLETSHS 2032 CORP BND ETF 0.0%
Value ($000) $11 Shares 566 Est. Cost $19.17 Unrealized
MRVL Marvell Tech Group Ltd 0.0%
Value ($000) $11 Shares 200 Est. Cost $58.53 Unrealized 0.0%
BIZD VANECK ETF TRUST VANECK BDC IN COME ETF 0.0%
Value ($000) $11 Shares 675 Est. Cost $16.03 Unrealized
Cyberark Software Ltd 0.0%
Value ($000) $11 Shares 66 Est. Cost $163.91 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $11 Shares 215 Est. Cost $50.24 Unrealized
WBD WARNER BROS. DISCOVERY SRS A ORD WI 0.0%
Value ($000) $11 Shares 993 Est. Cost $12.48 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $11 Shares 52 Est. Cost $210.13 Unrealized 0.0%
DXC DXC TECHNOLOGY COMPANY COM 0.0%
Value ($000) $11 Shares 514 Est. Cost $22.95 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $11 Shares 92 Est. Cost $112.19 Unrealized 0.0%
CB Chubb Corporation 0.0%
Value ($000) $10 Shares 50 Est. Cost $196.80 Unrealized 0.0%
ICLR Icon Plc Spon Adr 0.0%
Value ($000) $10 Shares 42 Est. Cost $252.02 Unrealized 0.0%
EATON VANCE SR FLTG RATE TRUST COM 0.0%
Value ($000) $10 Shares 849 Est. Cost $12.11 Unrealized