RVW Wealth, LLC Diversified Active

CIK: 0001756543 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $1,177,781 (100.0% shares, 0.0% debt)

Holdings (170)

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 15.6%
Value ($000) $183,489 Shares 4,331,669 Est. Cost $36.79 Unrealized
AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF 7.1%
Value ($000) $83,852 Shares 831,705 Est. Cost $59.98 Unrealized
DGRW Wisdomtree US Divid Etf 5.7%
Value ($000) $67,350 Shares 804,271 Est. Cost $53.93 Unrealized
QGRW WISDOMTREE US QUALITY GROWTH ETF 5.5%
Value ($000) $64,837 Shares 1,233,808 Est. Cost $40.78 Unrealized
JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF 4.4%
Value ($000) $52,168 Shares 868,747 Est. Cost $38.99 Unrealized
DFAI Dimensional International Cr Eq Mkt ETF 4.3%
Value ($000) $51,229 Shares 1,481,884 Est. Cost $26.74 Unrealized
IQLT ISHARES TRUST INTL QLTY FACTOR ETF 3.4%
Value ($000) $39,935 Shares 924,004 Est. Cost $34.73 Unrealized
RDVY First Trst Nasdaq Rsng 3.1%
Value ($000) $36,267 Shares 578,049 Est. Cost $34.20 Unrealized
VFLO VictoryShares Free Cash Flow ETF 2.9%
Value ($000) $34,143 Shares 965,864 Est. Cost $34.25 Unrealized
IBDR ISHARES TRUST IBONDS DEC2026 E TF 2.2%
Value ($000) $26,479 Shares 1,091,935 Est. Cost $24.45 Unrealized
DFAE Dimensional Emerging Core Equity Mkt ETF 2.2%
Value ($000) $26,096 Shares 901,424 Est. Cost $22.53 Unrealized
AAPL Apple Computer Inc 2.2%
Value ($000) $25,648 Shares 125,008 Est. Cost $143.42 Unrealized +40.4%
SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF 2.2%
Value ($000) $25,419 Shares 226,007 Est. Cost $94.41 Unrealized
ISHARES TRUST IBONDS DEC25 ETF 2.2%
Value ($000) $25,392 Shares 1,008,412 Est. Cost $25.34 Unrealized
QUAL iShares MSCI USA Quality Factor ETF 2.1%
Value ($000) $24,980 Shares 136,637 Est. Cost $109.39 Unrealized
IBDS iShares iBonds Dec 2027 Term Corp ETF 2.1%
Value ($000) $24,827 Shares 1,022,940 Est. Cost $23.56 Unrealized
IBDT ISHARES TRUST IBDS DEC28 ETF 2.1%
Value ($000) $24,571 Shares 966,581 Est. Cost $25.12 Unrealized
AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF 2.0%
Value ($000) $23,402 Shares 316,195 Est. Cost $45.45 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 2.0%
Value ($000) $23,400 Shares 312,454 Est. Cost $60.23 Unrealized
IBDU ISHARES TRUST IBONDS DEC 29 ET F 1.8%
Value ($000) $21,036 Shares 901,671 Est. Cost $22.88 Unrealized
QTEC First Tr Nasdaq 100 Fund 1.6%
Value ($000) $18,798 Shares 88,324 Est. Cost $107.31 Unrealized
TILT Flexshares Morningstar 1.4%
Value ($000) $16,232 Shares 72,460 Est. Cost $127.02 Unrealized
RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET 1.4%
Value ($000) $16,070 Shares 137,479 Est. Cost $43.08 Unrealized
IYW iShares U.S. Technology ETF 1.3%
Value ($000) $14,949 Shares 86,278 Est. Cost $145.10 Unrealized
EFA Ishares Tr Msci Eafe Fd 1.1%
Value ($000) $13,380 Shares 149,683 Est. Cost $61.64 Unrealized
NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF 1.1%
Value ($000) $13,259 Shares 141,133 Est. Cost $51.91 Unrealized
QQQ Powershs Qqq TRUST Ser 1.0%
Value ($000) $11,501 Shares 20,848 Est. Cost $263.37 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.9%
Value ($000) $10,782 Shares 68,521 Est. Cost $99.57 Unrealized
SPSM SPDR SERIES TRUST PORTFOLIO SM ETF 0.7%
Value ($000) $7,959 Shares 186,840 Est. Cost $38.84 Unrealized
RSP Rydex Etf TRUST 0.7%
Value ($000) $7,792 Shares 42,874 Est. Cost $107.57 Unrealized
VTI Vanguard Total Stock Mkt 0.6%
Value ($000) $7,236 Shares 23,809 Est. Cost $185.87 Unrealized
JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF 0.6%
Value ($000) $7,073 Shares 68,206 Est. Cost $52.49 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 0.6%
Value ($000) $6,672 Shares 121,091 Est. Cost $49.30 Unrealized
QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF 0.6%
Value ($000) $6,540 Shares 88,323 Est. Cost $40.24 Unrealized
ESGD Ishares Esg Msci Eafe 0.5%
Value ($000) $5,491 Shares 61,550 Est. Cost $65.78 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.4%
Value ($000) $5,168 Shares 144,186 Est. Cost $35.84 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $4,924 Shares 31,166 Est. Cost $103.11 Unrealized +22.0%
DEUS Dutsch X Trck Rusl 1000 0.4%
Value ($000) $4,654 Shares 82,782 Est. Cost $33.96 Unrealized
RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF 0.4%
Value ($000) $4,651 Shares 44,592 Est. Cost $54.74 Unrealized
SCHD SCHWAB US DIVIDEND EQ ETF 0.4%
Value ($000) $4,321 Shares 163,055 Est. Cost $43.36 Unrealized
DGRO Ishares Core Dividend 0.3%
Value ($000) $3,945 Shares 61,693 Est. Cost $62.89 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $3,621 Shares 4,597 Est. Cost $404.46 Unrealized +66.8%
VUG Vanguard Growth 0.3%
Value ($000) $3,516 Shares 8,019 Est. Cost $318.78 Unrealized
SCHB Schw US Brd Mkt Etf 0.3%
Value ($000) $3,222 Shares 135,216 Est. Cost $34.45 Unrealized
XLK Sector Spdr Tech Select 0.3%
Value ($000) $3,186 Shares 12,580 Est. Cost $215.10 Unrealized
BRK/B Berkshire Hathaway Inc B 0.3%
Value ($000) $3,028 Shares 6,234 Est. Cost $342.42 Unrealized +48.3%
LRGF ISHARES TRUST MULTIFACTOR USA ETF 0.2%
Value ($000) $2,887 Shares 45,015 Est. Cost $26.45 Unrealized
COWG Pacer US Large Cp CA Cows Gr Ldrs ETF 0.2%
Value ($000) $2,810 Shares 80,040 Est. Cost $35.11 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $2,600 Shares 5,227 Est. Cost $283.38 Unrealized +52.6%
IJR Ishares Tr S&P Smallcap 0.2%
Value ($000) $2,445 Shares 22,370 Est. Cost $81.15 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $2,393 Shares 7,534 Est. Cost $252.86 Unrealized +19.1%
ESG Flexsh Stoxx US Esg 0.2%
Value ($000) $2,380 Shares 16,211 Est. Cost $87.43 Unrealized
MDY Mid Cap SPDR 0.2%
Value ($000) $2,353 Shares 4,154 Est. Cost $442.79 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF 0.2%
Value ($000) $2,341 Shares 32,848 Est. Cost $42.62 Unrealized
DIS Disney Walt Co 0.2%
Value ($000) $2,215 Shares 17,865 Est. Cost $120.50 Unrealized -14.7%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.2%
Value ($000) $1,833 Shares 20,117 Est. Cost $79.50 Unrealized
AMZN Amazon Com Inc 0.1%
Value ($000) $1,744 Shares 7,947 Est. Cost $167.72 Unrealized +18.0%
V Visa Inc Cl A 0.1%
Value ($000) $1,538 Shares 4,331 Est. Cost $324.46 Unrealized +6.9%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $1,458 Shares 2 Est. Cost $519394.47 Unrealized +46.7%
SYK Stryker Corp 0.1%
Value ($000) $1,413 Shares 3,571 Est. Cost $225.90 Unrealized +64.5%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $1,367 Shares 4,715 Est. Cost $233.33 Unrealized +8.3%
GOOG Google Inc Class C 0.1%
Value ($000) $1,340 Shares 7,556 Est. Cost $178.75 Unrealized -7.8%
INVESCO EXCHANGE TRADED SELF I BULSHS 2025 CB ETF 0.1%
Value ($000) $1,287 Shares 62,235 Est. Cost $20.32 Unrealized
VIG Vanguard Div Apprciation 0.1%
Value ($000) $1,284 Shares 6,272 Est. Cost $149.34 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $1,234 Shares 1,247 Est. Cost $796.53 Unrealized +24.4%
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $1,213 Shares 2,136 Est. Cost $481.49 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,116 Shares 6,010 Est. Cost $98.02 Unrealized +86.4%
AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF 0.1%
Value ($000) $1,109 Shares 16,180 Est. Cost $57.42 Unrealized
OEF Ishares Tr S&P 100 Index 0.1%
Value ($000) $1,061 Shares 3,486 Est. Cost $264.30 Unrealized
META Meta Platforms Inc 0.1%
Value ($000) $1,038 Shares 1,406 Est. Cost $294.80 Unrealized +109.2%
EZM Wisdomtree TRUST Midcap 0.1%
Value ($000) $1,008 Shares 16,313 Est. Cost $39.40 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $996 Shares 744 Est. Cost $82.78 Unrealized +36.6%
FVD First TRUST Value 0.1%
Value ($000) $984 Shares 22,017 Est. Cost $35.78 Unrealized
JPIN Jpmorgan Dvrsfd Rtrn 0.1%
Value ($000) $893 Shares 13,919 Est. Cost $53.78 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $878 Shares 1,240 Est. Cost $383.84 Unrealized +49.0%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $870 Shares 8,071 Est. Cost $77.96 Unrealized +34.1%
WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF 0.1%
Value ($000) $823 Shares 9,521 Est. Cost $67.80 Unrealized
USHY iShares Broad USD High Yield Corp Bd ETF 0.1%
Value ($000) $789 Shares 21,037 Est. Cost $33.61 Unrealized
GOOGL Google Inc Class A 0.1%
Value ($000) $778 Shares 4,417 Est. Cost $133.54 Unrealized +22.3%
NUSC Nuveen Esg Small Cap 0.1%
Value ($000) $756 Shares 18,548 Est. Cost $41.28 Unrealized
IBIT iShares Bitcoin Trust ETF 0.1%
Value ($000) $755 Shares 12,338 Est. Cost $55.04 Unrealized
EIS iShares MSCI Israel ETF 0.1%
Value ($000) $743 Shares 7,835 Est. Cost $57.46 Unrealized
IUS Invesco RAFI Strategic US ETF 0.1%
Value ($000) $740 Shares 14,367 Est. Cost $37.84 Unrealized
NUMV Nuveen Esg Mid Cap Value 0.1%
Value ($000) $648 Shares 17,964 Est. Cost $73.56 Unrealized
BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF 0.1%
Value ($000) $624 Shares 31,975 Est. Cost $20.00 Unrealized
SUSL iShares ESG MSCI USA Leaders ETF 0.1%
Value ($000) $610 Shares 5,632 Est. Cost $101.42 Unrealized
GBTC Bitcoin Investment Ord 0.1%
Value ($000) $599 Shares 7,059 Est. Cost $53.53 Unrealized
IEFA Ishares Core Msci Eafe 0.0%
Value ($000) $589 Shares 7,054 Est. Cost $68.74 Unrealized
IVV Ishares TRUST S&P 0.0%
Value ($000) $577 Shares 930 Est. Cost $472.38 Unrealized
Nuveen Preferred Income 0.0%
Value ($000) $569 Shares 70,922 Est. Cost $6.80 Unrealized
XJH iShares ESG Screened S&P Mid-Cap ETF 0.0%
Value ($000) $568 Shares 13,694 Est. Cost $37.32 Unrealized
SPHD Pwrshr S&P500 Hidiv 0.0%
Value ($000) $567 Shares 11,920 Est. Cost $31.18 Unrealized
VEU Vanguard Intl Eqty Index 0.0%
Value ($000) $557 Shares 8,280 Est. Cost $50.82 Unrealized
FEMS FIRST TRUST EXCHANGE TRADED AL EM SML CP ALPH ETF 0.0%
Value ($000) $552 Shares 13,602 Est. Cost $27.93 Unrealized
IWV Ishares Russell 3000 0.0%
Value ($000) $534 Shares 1,522 Est. Cost $193.86 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $516 Shares 918 Est. Cost $456.80 Unrealized +20.7%
ISHARES IBONDS 2025 TERM TREASURY ETF 0.0%
Value ($000) $511 Shares 21,858 Est. Cost $23.42 Unrealized
IBTG ISHARES IBONDS TERM TREASURY ETF 0.0%
Value ($000) $510 Shares 22,257 Est. Cost $22.81 Unrealized
NUVEEN GLOBAL HIGH INCM FD SHS 0.0%
Value ($000) $509 Shares 39,379 Est. Cost $11.42 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $504 Shares 3,520 Est. Cost $99.52 Unrealized +37.7%
JNJ Johnson & Johnson 0.0%
Value ($000) $498 Shares 3,257 Est. Cost $153.37 Unrealized -1.7%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $497 Shares 600 Est. Cost $344.75 Unrealized +97.4%
ASML Asml Hldgs Nv 0.0%
Value ($000) $483 Shares 603 Est. Cost $662.63 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $477 Shares 3,388 Est. Cost $125.91 Unrealized -3.9%
BSX Boston Scientific Corp 0.0%
Value ($000) $469 Shares 4,369 Est. Cost $100.70 Unrealized +0.5%
VO Vanguard Mid Cap 0.0%
Value ($000) $463 Shares 1,655 Est. Cost $248.83 Unrealized
MCD Mc Donalds Corp 0.0%
Value ($000) $463 Shares 1,585 Est. Cost $280.98 Unrealized +8.0%
CWB Spdr Barclays Cnv 0.0%
Value ($000) $456 Shares 5,512 Est. Cost $60.71 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $444 Shares 4,542 Est. Cost $92.95 Unrealized +2.0%
SPY S P D R TRUST Unit SR 0.0%
Value ($000) $440 Shares 713 Est. Cost $697.27 Unrealized
ISRA Vaneck Vectors Israel ETF 0.0%
Value ($000) $439 Shares 8,479 Est. Cost $34.73 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $437 Shares 7,725 Est. Cost $62.01 Unrealized -14.3%
IBM Intl Business Machines 0.0%
Value ($000) $416 Shares 1,413 Est. Cost $189.43 Unrealized +34.0%
DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF 0.0%
Value ($000) $416 Shares 14,168 Est. Cost $33.19 Unrealized
IQDF FlexShares Intl Qual Div ETF 0.0%
Value ($000) $415 Shares 15,318 Est. Cost $23.20 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $411 Shares 4,507 Est. Cost $77.67 Unrealized +7.1%
GBFH GBank Financial Holdings Inc 0.0%
Value ($000) $399 Shares 11,275 Est. Cost $37.79 Unrealized 0.0%
FTSL FIRST TRUST SENIOR LN FD ETF 0.0%
Value ($000) $398 Shares 8,668 Est. Cost $44.81 Unrealized
PFFD GLOBAL X FDS US PFD ETF 0.0%
Value ($000) $392 Shares 20,803 Est. Cost $30.25 Unrealized
IVW Ishares S&P 500 Growth 0.0%
Value ($000) $388 Shares 3,525 Est. Cost $58.50 Unrealized
VGT Vanguard Info Technology 0.0%
Value ($000) $378 Shares 570 Est. Cost $460.85 Unrealized
NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF 0.0%
Value ($000) $371 Shares 8,862 Est. Cost $35.83 Unrealized
HYGV FLEXSHARES TRUST HIG YLD VL ET F 0.0%
Value ($000) $365 Shares 8,887 Est. Cost $44.95 Unrealized
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $359 Shares 1,644 Est. Cost $223.35 Unrealized -0.1%
NUMG Nuveen Esg Mid Cap 0.0%
Value ($000) $354 Shares 7,310 Est. Cost $36.17 Unrealized
BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF 0.0%
Value ($000) $348 Shares 17,696 Est. Cost $20.63 Unrealized
GE General Electric Company 0.0%
Value ($000) $342 Shares 1,329 Est. Cost $197.16 Unrealized +10.9%
Nuveen Floating Rate Income 0.0%
Value ($000) $342 Shares 40,349 Est. Cost $8.41 Unrealized
NUEM Nuveen Esg Emerging 0.0%
Value ($000) $337 Shares 10,138 Est. Cost $25.88 Unrealized
COF Capital One Financial Cp 0.0%
Value ($000) $336 Shares 1,580 Est. Cost $144.93 Unrealized +27.7%
First TRUST Intermediate 0.0%
Value ($000) $336 Shares 17,849 Est. Cost $16.42 Unrealized
Western Asset High Yld Def Opp 0.0%
Value ($000) $331 Shares 27,623 Est. Cost $11.93 Unrealized
IJH Ishares Tr S&P Midcap 0.0%
Value ($000) $328 Shares 5,284 Est. Cost $88.97 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $328 Shares 1,376 Est. Cost $212.91 Unrealized -3.2%
XLRE Real Estate Select Sctr 0.0%
Value ($000) $325 Shares 7,846 Est. Cost $31.23 Unrealized
REZ Ishares Ftse Nareit Res 0.0%
Value ($000) $325 Shares 3,942 Est. Cost $246.05 Unrealized
USRT ISHARES TRUST CRE U S REIT ETF 0.0%
Value ($000) $323 Shares 5,717 Est. Cost $39.51 Unrealized
VTV Vanguard Value 0.0%
Value ($000) $302 Shares 1,711 Est. Cost $136.88 Unrealized
IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR 0.0%
Value ($000) $288 Shares 13,680 Est. Cost $20.35 Unrealized
AON A O N Plc 0.0%
Value ($000) $285 Shares 800 Est. Cost $381.59 Unrealized -5.3%
TDY Teledyne Technologie 0.0%
Value ($000) $285 Shares 556 Est. Cost $494.35 Unrealized -2.4%
SCHK Schwab 1000 ETF 0.0%
Value ($000) $281 Shares 9,436 Est. Cost $29.82 Unrealized
VRP Invesco Variable Rate Preferred ETF 0.0%
Value ($000) $277 Shares 11,314 Est. Cost $22.39 Unrealized
IWF Ishares Tr Russell 0.0%
Value ($000) $274 Shares 645 Est. Cost $235.68 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $270 Shares 695 Est. Cost $481.84 Unrealized -17.7%
HD Home Depot Inc 0.0%
Value ($000) $269 Shares 734 Est. Cost $380.72 Unrealized -6.5%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $262 Shares 2,000 Est. Cost $119.51 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $260 Shares 2,148 Est. Cost $111.48 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $255 Shares 1,075 Est. Cost $213.04 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $240 Shares 966 Est. Cost $249.95 Unrealized
FTEC Fidelity MSCI Information Tech ETF 0.0%
Value ($000) $238 Shares 1,209 Est. Cost $197.21 Unrealized
ITEQ BlueStar Israel Technology ETF 0.0%
Value ($000) $235 Shares 4,161 Est. Cost $45.86 Unrealized
FRI FIRST TRUST PORTFOLIOS COM ETF 0.0%
Value ($000) $230 Shares 8,498 Est. Cost $77.78 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $228 Shares 1,906 Est. Cost $125.12 Unrealized -10.4%
EMR Emerson Electric Co 0.0%
Value ($000) $223 Shares 1,675 Est. Cost $118.79 Unrealized -4.4%
BFOR Alps TRUST Etf 0.0%
Value ($000) $223 Shares 2,899 Est. Cost $67.92 Unrealized
AVDV AVANTIS INTERNATNL SML CP VL ETF 0.0%
Value ($000) $223 Shares 2,815 Est. Cost $65.08 Unrealized
BSCT INVSC BLTSHRS 2029 CORP BND ETF 0.0%
Value ($000) $222 Shares 11,896 Est. Cost $18.53 Unrealized
DON Wisdomtree Midcap Divdnd 0.0%
Value ($000) $222 Shares 4,428 Est. Cost $44.36 Unrealized
JPEM Jpmrg Dvsfd Retn Emrg 0.0%
Value ($000) $213 Shares 3,779 Est. Cost $56.41 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $211 Shares 1,323 Est. Cost $164.19 Unrealized -2.1%
AXP American Express Company 0.0%
Value ($000) $211 Shares 660 Est. Cost $279.37 Unrealized 0.0%
CWI Spdr Msci Acwi Ex Us 0.0%
Value ($000) $210 Shares 6,425 Est. Cost $32.66 Unrealized
HON Honeywell International 0.0%
Value ($000) $210 Shares 900 Est. Cost $199.66 Unrealized 0.0%
PRF Powershs Exch Trad Fd Tr 0.0%
Value ($000) $209 Shares 4,956 Est. Cost $42.27 Unrealized
PEP Pepsico Incorporated 0.0%
Value ($000) $209 Shares 1,581 Est. Cost $159.69 Unrealized -17.9%
PANW Palo Alto Networks 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $185.70 Unrealized 0.0%
SRLN Spdr Blackstone Gso 0.0%
Value ($000) $204 Shares 4,901 Est. Cost $41.59 Unrealized
LION Lionsgate Studios Corp Registered Shs 0.0%
Value ($000) $97 Shares 16,752 Est. Cost $6.69 Unrealized 0.0%
CohBar Inc 0.0%
Value ($000) $74 Shares 181,490 Est. Cost $0.74 Unrealized