Location: Chattanooga, TN
CIK: 0001762294 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 5, 2026
Total Value: $426M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 6,280,152 | $158M | 37.0% | $25.10 | $20.12 | +24.8% | US BRD MKT ETF | 808524102 |
| SCHF | SCHWAB STRATEGIC TR | 2,470,899 | $61.15M | 14.4% | $24.75 | $17.97 | +37.8% | INTL EQTY ETF | 808524805 |
| VCIT | VANGUARD SCOTTSDALE FDS | 614,910 | $50.88M | 12.0% | $82.75 | $78.43 | +5.5% | INT-TERM CORP | 92206C870 |
| SCHD | SCHWAB STRATEGIC TR | 1,551,080 | $47.59M | 11.2% | $30.68 | $27.33 | +12.2% | US DIVIDEND EQ | 808524797 |
| VGIT | VANGUARD SCOTTSDALE FDS | 580,530 | $34.57M | 8.1% | $59.55 | $58.67 | +1.5% | INTER TERM TREAS | 92206C706 |
| VMBS | VANGUARD SCOTTSDALE FDS | 692,834 | $32.53M | 7.6% | $46.95 | $45.58 | +3.0% | MTG-BKD SECS ETF | 92206C771 |
| IJR | ISHARES TR | 182,591 | $22.7M | 5.3% | $124.31 | $90.54 | +37.3% | CORE S&P SCP ETF | 464287804 |
| SPY | STATE STR SPDR S&P 500 ETF T | 4,599 | $2.991M | 0.7% | $650.34 | $441.20 | +47.4% | TR UNIT | 78462F103 |
| VIG | VANGUARD SPECIALIZED FUNDS | 6,895 | $1.483M | 0.3% | $215.06 | $128.92 | +66.8% | DIV APP ETF | 921908844 |
| AAPL | APPLE INC | 4,240 | $1.076M | 0.3% | $253.79 | $159.51 | +59.1% | COM | 037833100 |
| VTEB | VANGUARD MUN BD FDS | 20,050 | $1M | 0.2% | $49.89 | $50.49 | -1.2% | TAX EXEMPT BD | 922907746 |
| IWD | ISHARES TR | 4,128 | $882K | 0.2% | $213.67 | $156.15 | +36.8% | RUS 1000 VAL ETF | 464287598 |
| VTI | VANGUARD INDEX FDS | 2,663 | $854K | 0.2% | $320.80 | $139.68 | +129.7% | TOTAL STK MKT | 922908769 |
| AGG | ISHARES TR | 8,101 | $804K | 0.2% | $99.27 | $114.71 | -13.5% | CORE US AGGBD ET | 464287226 |
| VEU | VANGUARD INTL EQUITY INDEX F | 9,831 | $738K | 0.2% | $75.10 | $50.09 | +49.9% | ALLWRLD EX US | 922042775 |
| SCHV | SCHWAB STRATEGIC TR | 22,894 | $698K | 0.2% | $30.50 | $31.16 | -2.1% | US LCAP VA ETF | 808524409 |
| AVGO | BROADCOM INC | 1,759 | $544K | 0.1% | $309.51 | $357.00 | -13.3% | COM | 11135F101 |
| SMBK | SMARTFINANCIAL INC | 11,836 | $463K | 0.1% | $39.08 | $26.48 | +47.6% | COM NEW | 83190L208 |
| NVDA | NVIDIA CORPORATION | 1,968 | $343K | 0.1% | $174.40 | $145.84 | +19.6% | COM | 67066G104 |
| LOW | LOWES COS INC | 1,410 | $333K | 0.1% | $236.30 | $229.39 | +3.0% | COM | 548661107 |
| GOOGL | ALPHABET INC | 1,028 | $296K | 0.1% | $287.56 | $292.43 | -1.7% | CAP STK CL A | 02079K305 |
| VB | VANGUARD INDEX FDS | 898 | $235K | 0.1% | $261.96 | $223.42 | +17.2% | SMALL CP ETF | 922908751 |
| VUG | VANGUARD INDEX FDS | 499 | $218K | 0.1% | $437.00 * | $67.00 | +8.6% | GROWTH ETF | 922908736 |
| MSFT | MICROSOFT CORP | 571 | $211K | 0.0% | $370.17 | $431.14 | -14.1% | COM | 594918104 |
| HD | HOME DEPOT INC | 620 | $204K | 0.0% | $328.82 | $364.47 | -9.8% | COM | 437076102 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 396 | $190K | 0.0% | $479.20 | $490.77 | -2.4% | CL B NEW | 084670702 |
| IYW | ISHARES TR | 1,038 | $188K | 0.0% | $181.42 | $200.01 | -9.3% | U.S. TECH ETF | 464287721 |
| AMZN | AMAZON COM INC | 818 | $170K | 0.0% | $208.27 | $220.17 | -5.4% | COM | 023135106 |
| WMT | WALMART INC | 1,288 | $160K | 0.0% | $124.28 | $122.82 | +1.2% | COM | 931142103 |
| CVX | CHEVRON CORPORATION | 720 | $149K | 0.0% | $206.91 | $181.53 | +14.0% | COM | 166764100 |
| CAT | CATERPILLAR INC | 210 | $149K | 0.0% | $709.32 | $692.52 | +2.3% | COM | 149123101 |
| PNFP | PINNACLE FINL PARTNERS INC | 1,604 | $138K | 0.0% | $86.13 | $93.07 | -7.4% | COM | 72348N109 |
| PNC | PNC FINL SVCS GROUP INC | 660 | $137K | 0.0% | $208.09 | $217.77 | -4.4% | COM | 693475105 |
| GE | GE AEROSPACE | 476 | $135K | 0.0% | $283.79 | $314.30 | -9.7% | COM NEW | 369604301 |
| JPM | JPMORGAN CHASE & CO | 439 | $129K | 0.0% | $294.16 | $303.48 | -3.1% | COM | 46625H100 |
| LLY | ELI LILLY & CO | 128 | $118K | 0.0% | $919.77 | $1012.94 | -9.2% | COM | 532457108 |
| PLTR | PALANTIR TECHNOLOGIES INC | 800 | $117K | 0.0% | $146.28 | $152.89 | -4.3% | CL A | 69608A108 |
| IWF | ISHARES TR | 269 | $115K | 0.0% | $426.40 * | $113.50 | -6.1% | RUS 1000 GRW ETF | 464287614 |
| ORCL | ORACLE CORP | 751 | $110K | 0.0% | $147.11 | $162.49 | -9.5% | COM | 68389X105 |
| VYM | VANGUARD WHITEHALL FDS | 692 | $102K | 0.0% | $148.07 | $150.35 | -1.5% | HIGH DIV YLD | 921946406 |
| INTC | INTEL CORP | 2,313 | $102K | 0.0% | $44.13 | $45.86 | -3.8% | COM | 458140100 |
| GEV | GE VERNOVA INC | 115 | $100K | 0.0% | $872.90 | $780.17 | +11.9% | COM | 36828A101 |
| MHK | MOHAWK INDS INC | 1,000 | $98,460 | 0.0% | $98.46 | $116.53 | -15.5% | COM | 608190104 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | 2,949 | $92,849 | 0.0% | $31.48 | $32.92 | -4.3% | COM | 90984P303 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 268 | $90,571 | 0.0% | $337.95 | $344.13 | -1.8% | SPONSORED ADS | 874039100 |
| JNJ | JOHNSON & JOHNSON | 367 | $89,604 | 0.0% | $244.15 | $232.95 | +4.9% | COM | 478160104 |
| GOOG | ALPHABET INC | 305 | $87,492 | 0.0% | $286.86 | $314.20 | -8.7% | CAP STK CL C | 02079K107 |
| IVV | ISHARES TR | 127 | $82,958 | 0.0% | $653.21 | $682.85 | -4.3% | CORE S&P500 ETF | 464287200 |
| C | CITIGROUP INC | 712 | $80,748 | 0.0% | $113.41 | $113.66 | -0.2% | COM NEW | 172967424 |
| BILL | BILL HOLDINGS INC | 2,000 | $76,600 | 0.0% | $38.30 | $44.73 | -14.4% | COM | 090043100 |
| UNM | UNUM GROUP | 1,000 | $73,030 | 0.0% | $73.03 | $74.64 | -2.2% | COM | 91529Y106 |
| DVY | ISHARES TR | 451 | $68,286 | 0.0% | $151.41 | $151.02 | +0.3% | SELECT DIVID ETF | 464287168 |
| AMD | ADVANCED MICRO DEVICES INC | 331 | $67,335 | 0.0% | $203.43 | $213.52 | -4.7% | COM | 007903107 |
| TSLA | TESLA INC | 153 | $56,878 | 0.0% | $371.75 | $412.01 | -9.8% | COM | 88160R101 |
| SCHW | SCHWAB CHARLES CORP | 599 | $56,294 | 0.0% | $93.98 | $97.89 | -4.0% | COM | 808513105 |
| FDX | FEDEX CORP | 155 | $55,208 | 0.0% | $356.18 | $347.15 | +2.6% | COM | 31428X106 |
| COST | COSTCO WHOLESALE CORPORATION | 55 | $54,804 | 0.0% | $996.44 | $974.33 | +2.3% | COM | 22160K105 |
| VOD | VODAFONE GROUP PLC | 3,623 | $54,417 | 0.0% | $15.02 | $14.62 | +2.8% | SPONSORED ADR | 92857W308 |
| NSC | NORFOLK SOUTHN CORP | 188 | $53,904 | 0.0% | $286.72 | $296.78 | -3.3% | COM | 655844108 |
| SDY | SPDR SERIES TRUST | 366 | $53,414 | 0.0% | $145.94 | $149.00 | -2.1% | STATE STREET SPD | 78464A763 |
| SCYB | SCHWAB STRATEGIC TR | 2,010 | $52,260 | 0.0% | $26.00 | $25.99 | +0.0% | HIGH YIELD BD ET | 808524631 |
| AMAT | APPLIED MATLS INC | 151 | $51,610 | 0.0% | $341.79 | $336.17 | +1.7% | COM | 038222105 |
| GLDM | WORLD GOLD TR | 534 | $49,496 | 0.0% | $92.69 | $96.45 | -3.9% | SPDR GLD MINIS | 98149E303 |
| GS | GOLDMAN SACHS GROUP INC | 55 | $46,529 | 0.0% | $845.98 | $892.20 | -5.2% | COM | 38141G104 |
| PM | PHILIP MORRIS INTL INC | 280 | $46,295 | 0.0% | $165.34 | $173.78 | -4.9% | COM | 718172109 |
| SCHX | SCHWAB STRATEGIC TR | 1,753 | $44,958 | 0.0% | $25.65 | $26.82 | -4.4% | US LRG CAP ETF | 808524201 |
| V | VISA INC | 145 | $43,825 | 0.0% | $302.24 | $321.57 | -6.0% | COM CL A | 92826C839 |
| MRK | MERCK & CO INC | 359 | $43,184 | 0.0% | $120.29 | $115.48 | +4.2% | COM | 58933Y105 |
| SHV | ISHARES TR | 390 | $43,052 | 0.0% | $110.39 | $110.26 | +0.1% | TRUST ISHARE 0-1 | 464288679 |
| VFH | VANGUARD WORLD FD | 347 | $41,877 | 0.0% | $120.68 | $127.52 | -5.3% | FINANCIALS ETF | 92204A405 |
| VTV | VANGUARD INDEX FDS | 205 | $40,129 | 0.0% | $195.75 | $200.23 | -2.0% | VALUE ETF | 922908744 |
| BKNG | BOOKING HOLDINGS INC | 9 | $37,893 | 0.0% | $4210.33 * | $3043.61 | -94.5% | COM | 09857L108 |
| AMGN | AMGEN INC | 105 | $36,918 | 0.0% | $351.60 | $355.41 | -1.0% | COM | 031162100 |
| PG | PROCTER & GAMBLE CO | 253 | $36,543 | 0.0% | $144.44 | $151.38 | -4.6% | COM | 742718109 |
| COP | CONOCOPHILLIPS | 276 | $36,432 | 0.0% | $132.00 | $110.31 | +19.7% | COM | 20825C104 |
| ARW | ARROW ELECTRS INC | 254 | $36,426 | 0.0% | $143.41 | $137.09 | +4.6% | COM | 042735100 |
| TJX | TJX COS INC NEW | 225 | $35,933 | 0.0% | $159.70 | $155.53 | +2.7% | COM | 872540109 |
| DUK | DUKE ENERGY CORP NEW | 272 | $35,616 | 0.0% | $130.94 | $124.55 | +5.1% | COM NEW | 26441C204 |
| ISRG | INTUITIVE SURGICAL INC | 75 | $34,574 | 0.0% | $460.99 | $505.94 | -8.9% | COM NEW | 46120E602 |
| UNH | UNITEDHEALTH GROUP INC | 123 | $33,283 | 0.0% | $270.59 | $297.90 | -9.2% | COM | 91324P102 |
| AXP | AMERICAN EXPRESS CO | 109 | $32,883 | 0.0% | $301.68 | $335.29 | -9.8% | COM | 025816109 |
| RTX | RTX CORPORATION | 162 | $31,269 | 0.0% | $193.02 | $198.43 | -2.8% | COM | 75513E101 |
| AFL | AFLAC INC | 266 | $29,183 | 0.0% | $109.71 | $110.54 | -0.8% | COM | 001055102 |
| SCHM | SCHWAB STRATEGIC TR | 922 | $28,559 | 0.0% | $30.98 | $31.84 | -2.8% | US MID-CAP ETF | 808524508 |
| ING | ING GROEP N.V. | 1,062 | $27,665 | 0.0% | $26.05 | $28.13 | -7.4% | SPONSORED ADR | 456837103 |
| SLB | SLB LIMITED | 515 | $26,489 | 0.0% | $51.43 | $48.40 | +6.2% | COM STK | 806857108 |
| FAST | FASTENAL CO | 570 | $26,448 | 0.0% | $46.40 | $44.80 | +3.6% | COM | 311900104 |
| GM | GENERAL MTRS CO | 355 | $26,448 | 0.0% | $74.50 | $79.53 | -6.3% | COM | 37045V100 |
| PEP | PEPSICO INC | 161 | $25,002 | 0.0% | $155.29 | $155.85 | -0.4% | COM | 713448108 |
| DG | DOLLAR GEN CORP | 209 | $24,815 | 0.0% | $118.73 | $142.60 | -16.7% | COM | 256677105 |
| SO | SOUTHERN CO | 255 | $24,651 | 0.0% | $96.67 | $92.16 | +4.7% | COM | 842587107 |
| IVE | ISHARES TR | 115 | $24,282 | 0.0% | $211.15 | $216.53 | -2.5% | S&P 500 VAL ETF | 464287408 |
| DIS | DISNEY WALT CO | 249 | $24,019 | 0.0% | $96.46 | $105.70 | -8.8% | COM | 254687106 |
| PGR | PROGRESSIVE CORP | 120 | $23,789 | 0.0% | $198.24 | $206.34 | -3.9% | COM | 743315103 |
| COF | CAPITAL ONE FINL CORP | 129 | $23,533 | 0.0% | $182.43 | $208.73 | -12.6% | COM | 14040H105 |
| META | META PLATFORMS INC | 39 | $22,313 | 0.0% | $572.13 | $640.81 | -10.7% | CL A | 30303M102 |
| SCHG | SCHWAB STRATEGIC TR | 725 | $21,105 | 0.0% | $29.11 | $31.09 | -6.3% | US LCAP GR ETF | 808524300 |
| ADP | AUTOMATIC DATA PROCESSING IN | 100 | $20,318 | 0.0% | $203.18 | $229.30 | -11.4% | COM | 053015103 |
| VZ | VERIZON COMMUNICATIONS INC | 381 | $19,147 | 0.0% | $50.25 | $46.35 | +8.3% | COM | 92343V104 |
| AJG | GALLAGHER ARTHUR J & CO | 86 | $18,626 | 0.0% | $216.58 | $230.97 | -6.2% | COM | 363576109 |
| BKLC | BNY MELLON ETF TRUST | 148 | $18,527 | 0.0% | $125.18 | $130.18 | -4.1% | US LRG CP CORE | 09661T107 |
| FTEC | FIDELITY COVINGTON TRUST | 87 | $18,119 | 0.0% | $208.26 | $219.67 | -5.3% | MSCI INFO TECH I | 316092808 |
| SBUX | STARBUCKS CORP | 197 | $17,606 | 0.0% | $89.37 | $94.34 | -5.0% | COM | 855244109 |
| T | AT&T INC | 576 | $16,687 | 0.0% | $28.97 | $26.70 | +8.6% | COM | 00206R102 |
| LUV | SOUTHWEST AIRLS CO | 439 | $16,510 | 0.0% | $37.61 | $45.16 | -16.8% | COM | 844741108 |
| KO | COCA COLA CO | 216 | $16,427 | 0.0% | $76.05 | $75.60 | +0.6% | COM | 191216100 |
| FXR | FIRST TR EXCHANGE-TRADED FD | 189 | $15,444 | 0.0% | $81.71 | $86.14 | -5.2% | INDLS PROD DUR | 33734X150 |
| HAL | HALLIBURTON CO | 396 | $15,440 | 0.0% | $38.99 | $34.59 | +12.7% | COM | 406216101 |
| FISV | FISERV INC | 270 | $15,066 | 0.0% | $55.80 | $61.94 | -9.9% | COM | 337738108 |
| FHLC | FIDELITY COVINGTON TRUST | 214 | $15,036 | 0.0% | $70.26 | $73.79 | -4.6% | MSCI HLTH CARE I | 316092600 |
| VV | VANGUARD INDEX FDS | 49 | $14,713 | 0.0% | $300.27 | $312.88 | -4.5% | LARGE CAP ETF | 922908637 |
| EMR | EMERSON ELEC CO | 112 | $14,674 | 0.0% | $131.02 | $143.49 | -8.7% | COM | 291011104 |
| PSX | PHILLIPS 66 | 78 | $14,210 | 0.0% | $182.18 | $156.68 | +16.3% | COM | 718546104 |
| XLE | SELECT SECTOR SPDR TR | 202 | $12,391 | 0.0% | $61.34 | $53.64 | +14.2% | STATE STREET ENE | 81369Y506 |
| RIOT | RIOT PLATFORMS INC | 1,000 | $12,360 | 0.0% | $12.36 | $15.34 | -19.4% | COM | 767292105 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 156 | $11,084 | 0.0% | $71.05 | $78.87 | -9.7% | COMMON STOCK | 36266G107 |
| CCL | CARNIVAL CORP | 400 | $10,352 | 0.0% | $25.88 | $29.09 | -11.0% | COMMON STOCK | 143658300 |
| FNDX | SCHWAB STRATEGIC TR | 361 | $10,067 | 0.0% | $27.89 | $28.34 | -1.7% | FUNDAMENTAL US L | 808524771 |
| SPYG | SPDR SERIES TRUST | 95 | $9,297 | 0.0% | $97.86 | $104.13 | -6.0% | STATE STREET SPD | 78464A409 |
| TSN | TYSON FOODS INC | 139 | $8,919 | 0.0% | $64.17 | $62.09 | +3.2% | CL A | 902494103 |
| FNCL | FIDELITY COVINGTON TRUST | 122 | $8,543 | 0.0% | $70.02 | $74.23 | -5.4% | MSCI FINLS IDX | 316092501 |
| PFE | PFIZER INC | 302 | $8,475 | 0.0% | $28.06 | $26.53 | +5.8% | COM | 717081103 |
| COWZ | PACER FDS TR | 135 | $8,461 | 0.0% | $62.67 | $62.81 | -0.4% | US CASH COWS 100 | 69374H881 |
| MARA | MARA HOLDINGS INC | 1,000 | $8,160 | 0.0% | $8.16 | $9.05 | -9.9% | COM | 565788106 |
| PSCE | INVESCO EXCH TRADED FD TR II | 121 | $7,355 | 0.0% | $60.79 | $53.24 | +14.5% | S&P SMALLCAP ENE | 46138G474 |
| ARKK | ARK ETF TR | 107 | $7,232 | 0.0% | $67.59 | $74.19 | -8.9% | INNOVATION ETF | 00214Q104 |
| CPRI | CAPRI HOLDINGS LIMITED | 400 | $7,048 | 0.0% | $17.62 | $21.15 | -16.7% | SHS | G1890L107 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 23 | $6,733 | 0.0% | $292.74 | $328.79 | -11.0% | COM | 036752103 |
| MCHI | ISHARES TR | 107 | $6,011 | 0.0% | $56.18 | $60.06 | -6.5% | MSCI CHINA ETF | 46429B671 |
| USRT | ISHARES TR | 100 | $5,940 | 0.0% | $59.40 | $60.08 | -1.5% | CRE U S REIT ETF | 464288521 |
| FSTA | FIDELITY COVINGTON TRUST | 111 | $5,789 | 0.0% | $52.15 | $53.37 | -1.9% | CONSMR STAPLES | 316092303 |
| FIDU | FIDELITY COVINGTON TRUST | 63 | $5,467 | 0.0% | $86.78 | $89.94 | -3.8% | MSCI INDL INDX | 316092709 |
| SPDW | SPDR INDEX SHS FDS | 113 | $5,167 | 0.0% | $45.73 | $46.92 | -2.7% | STATE STREET SPD | 78463X889 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 150 | $4,802 | 0.0% | $32.01 | $36.97 | -13.4% | COM | 169656105 |
| CHRD | CHORD ENERGY CORPORATION | 30 | $4,265 | 0.0% | $142.17 | $109.02 | +30.4% | COM NEW | 674215207 |
| CSX | CSX CORP | 99 | $4,078 | 0.0% | $41.19 | $39.19 | +4.8% | COM | 126408103 |
| CORT | CORCEPT THERAPEUTICS INC | 100 | $4,031 | 0.0% | $40.31 | $37.39 | +7.8% | COM | 218352102 |
| GLW | CORNING INC | 24 | $3,315 | 0.0% | $138.13 | $120.72 | +12.6% | COM | 219350105 |
| RDVY | FIRST TR EXCHANGE TRADED FD | 42 | $2,836 | 0.0% | $67.52 | $71.19 | -4.1% | RISNG DIVD ACHIV | 33738R506 |
| SPHD | INVESCO EXCH TRADED FD TR II | 54 | $2,680 | 0.0% | $49.63 | $50.33 | -1.4% | S&P500 HDL VOL | 46138E362 |
| CBRL | CRACKER BARREL OLD CTRY STOR | 93 | $2,605 | 0.0% | $28.01 | $30.38 | -7.5% | COM | 22410J106 |
| BND | VANGUARD BD INDEX FDS | 31 | $2,298 | 0.0% | $74.13 | $74.19 | -0.7% | TOTAL BND MRKT | 921937835 |
| SPIP | SPDR SERIES TRUST | 80 | $2,076 | 0.0% | $25.95 | $26.12 | -0.4% | STATE STREET SPD | 78464A656 |
| AEP | AMERICAN ELEC PWR CO INC | 15 | $1,966 | 0.0% | $131.07 | $124.74 | +5.1% | COM | 025537101 |
| IJH | ISHARES TR | 27 | $1,823 | 0.0% | $67.52 | $69.37 | -2.7% | CORE S&P MCP ETF | 464287507 |
| MCD | MCDONALDS CORP | 5 | $1,554 | 0.0% | $310.80 | $318.60 | -2.4% | COM | 580135101 |
| BTBT | BIT DIGITAL INC | 1,000 | $1,310 | 0.0% | $1.31 | $1.84 | -28.7% | SHS | G1144A105 |
| RDW | REDWIRE CORPORATION | 150 | $1,275 | 0.0% | $8.50 | $9.79 | -13.2% | COM | 75776W103 |
| IPGP | IPG PHOTONICS CORP | 11 | $1,260 | 0.0% | $114.55 | $108.73 | +5.4% | COM | 44980X109 |
| WAB | WABTEC | 5 | $1,250 | 0.0% | $250.00 | $241.63 | +3.4% | COM | 929740108 |
| ALL | ALLSTATE CORP | 6 | $1,244 | 0.0% | $207.33 | $205.01 | +1.1% | COM | 020002101 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 16 | $1,239 | 0.0% | $77.44 | $83.92 | -7.0% | CL A | 099502106 |
| JOBY | JOBY AVIATION INC | 136 | $1,123 | 0.0% | $8.26 | $11.27 | -26.7% | COMMON STOCK | G65163100 |
| CARR | CARRIER GLOBAL CORPORATION | 18 | $1,031 | 0.0% | $57.28 | $59.14 | -4.8% | COM | 14448C104 |
| CHTR | CHARTER COMMUNICATIONS INC | 4 | $864 | 0.0% | $216.00 | $216.62 | -0.3% | CL A | 16119P108 |
| FUNC | FIRST UTD CORP | 23 | $843 | 0.0% | $36.65 | $37.14 | -1.3% | COM | 33741H107 |
| ETHE | GRAYSCALE ETHEREUM STAKING E | 48 | $819 | 0.0% | $17.06 | $19.54 | -12.7% | SHS | 389638107 |
| F | FORD MTR CO | 65 | $750 | 0.0% | $11.54 | $13.11 | -11.9% | COM | 345370860 |
| OTIS | OTIS WORLDWIDE CORP | 9 | $675 | 0.0% | $75.00 * | $87.28 | -11.7% | COM | 68902V107 |
| WBD | WARNER BROS DISCOVERY INC | 22 | $604 | 0.0% | $27.45 | $28.00 | -1.9% | COM SER A | 934423104 |
| RF | REGIONS FINANCIAL CORP NEW | 22 | $575 | 0.0% | $26.14 | $27.92 | -6.5% | COM | 7591EP100 |
| METC | RAMACO RES INC | 30 | $464 | 0.0% | $15.47 | $17.75 | -12.9% | COM CL A | 75134P600 |
| VTRS | VIATRIS INC | 32 | $436 | 0.0% | $13.63 | $14.01 | -3.6% | COM | 92556V106 |
| CHWY | CHEWY INC | 10 | $270 | 0.0% | $27.00 | $27.87 | -3.1% | CL A | 16679L109 |
| BAC | BANK AMERICA CORP | 5 | $261 | 0.0% | $52.20 * | $51.60 | -5.5% | COM | 060505104 |
| QQQM | INVESCO EXCH TRADED FD TR II | 1 | $238 | 0.0% | $238.00 | $250.13 | -5.0% | NASDAQ 100 ETF | 46138G649 |
| VBR | VANGUARD INDEX FDS | 1 | $230 | 0.0% | $230.00 * | $223.55 | -2.8% | SM CP VAL ETF | 922908611 |
| DNUT | KRISPY KREME INC | 3 | $10 | 0.0% | $3.33 | $3.45 | -1.8% | COM | 50101L106 |