Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Mar 11, 2022

Total Value ($000): $156,220 (100.0% shares, 0.0% debt)

Holdings (387)

SPY SPDR S&P 500 ETF 31.0%
Value ($000) $48,446 Shares 113,861 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST 18.3%
Value ($000) $28,557 Shares 86,205 Est. Cost $333.36 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 9.6%
Value ($000) $14,966 Shares 86,263 Est. Cost $167.35 Unrealized
AAPL APPLE INC COM 3.8%
Value ($000) $5,906 Shares 37,255 Est. Cost $118.45 Unrealized +30.6%
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $4,295 Shares 15,039 Est. Cost $219.91 Unrealized +42.5%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $2,273 Shares 774 Est. Cost $162.74 Unrealized +5.2%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $1,895 Shares 3,855 Est. Cost $331.31 Unrealized +27.4%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $1,809 Shares 7,984 Est. Cost $19.73 Unrealized +39.2%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,448 Shares 4,556 Est. Cost $258.68 Unrealized +32.7%
RWL INVESCO S&P 500 REVENUE ETF 0.9%
Value ($000) $1,352 Shares 17,461 Est. Cost $77.43 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,313 Shares 9,822 Est. Cost $149.57 Unrealized +5.5%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,297 Shares 7,591 Est. Cost $94.52 Unrealized +1.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $1,214 Shares 16,269 Est. Cost $77.87 Unrealized
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,174 Shares 2,203 Est. Cost $363.58 Unrealized +34.2%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $1,160 Shares 437 Est. Cost $97.47 Unrealized +47.2%
NFLX NETFLIX INC COM 0.7%
Value ($000) $1,144 Shares 3,206 Est. Cost $53.62 Unrealized +19.2%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $1,090 Shares 6,426 Est. Cost $129.52 Unrealized +12.0%
V VISA INC COM CL A 0.6%
Value ($000) $1,014 Shares 5,120 Est. Cost $200.48 Unrealized +3.8%
NKE NIKE INC CL B 0.6%
Value ($000) $948 Shares 7,523 Est. Cost $128.07 Unrealized +20.7%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $910 Shares 6,902 Est. Cost $110.10 Unrealized +34.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $744 Shares 5,133 Est. Cost $123.48 Unrealized +8.6%
BX BLACKSTONE INC COM 0.5%
Value ($000) $732 Shares 6,261 Est. Cost $52.61 Unrealized +120.7%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $694 Shares 3,128 Est. Cost $194.28 Unrealized +18.2%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $686 Shares 259 Est. Cost $100.66 Unrealized +42.0%
KO COCA COLA CO COM 0.4%
Value ($000) $669 Shares 11,558 Est. Cost $45.00 Unrealized +9.3%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $632 Shares 11,557 Est. Cost $37.85 Unrealized +33.4%
TGT TARGET CORP COM 0.4%
Value ($000) $624 Shares 2,905 Est. Cost $173.37 Unrealized +23.5%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $588 Shares 2,778 Est. Cost $163.46 Unrealized +14.2%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.4%
Value ($000) $574 Shares 11,000 Est. Cost $52.31 Unrealized +32.4%
SHEL SHELL PLC SPON ADS 0.4%
Value ($000) $569 Shares 11,001 Est. Cost $51.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $565 Shares 1,049 Est. Cost $462.59 Unrealized +33.4%
DISCOVER FINL SVCS COM 0.4%
Value ($000) $557 Shares 5,317 Est. Cost $92.87 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $525 Shares 6,553 Est. Cost $66.47 Unrealized +16.4%
META META PLATFORMS INC CL A 0.3%
Value ($000) $514 Shares 2,631 Est. Cost $285.19 Unrealized +15.6%
FDX FEDEX CORP COM 0.3%
Value ($000) $507 Shares 2,311 Est. Cost $251.15 Unrealized -12.4%
WDAY WORKDAY INC CL A 0.3%
Value ($000) $484 Shares 2,119 Est. Cost $233.40 Unrealized +19.0%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $481 Shares 1,083 Est. Cost $318.87 Unrealized -3.1%
BLACKROCK INC COM 0.3%
Value ($000) $471 Shares 676 Est. Cost $756.94 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $462 Shares 1,222 Est. Cost $276.47 Unrealized +18.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $461 Shares 1,050 Est. Cost $486.84 Unrealized +28.4%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $450 Shares 2,651 Est. Cost $103.86 Unrealized +55.8%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $445 Shares 1,348 Est. Cost $216.09 Unrealized +65.0%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $437 Shares 2,818 Est. Cost $108.33 Unrealized +44.7%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $420 Shares 800 Est. Cost $447.44 Unrealized +40.3%
XYZ BLOCK INC CL A 0.3%
Value ($000) $393 Shares 3,607 Est. Cost $208.96 Unrealized +3.7%
BA BOEING CO COM 0.2%
Value ($000) $387 Shares 2,169 Est. Cost $196.81 Unrealized +7.4%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $384 Shares 2,859 Est. Cost $106.93 Unrealized +41.6%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $379 Shares 685 Est. Cost $114.34 Unrealized +27.8%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $370 Shares 8,161 Est. Cost $43.56 Unrealized +5.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.2%
Value ($000) $365 Shares 1,100 Est. Cost $311.64 Unrealized
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $363 Shares 8,921 Est. Cost $23.66 Unrealized +73.4%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $362 Shares 5,161 Est. Cost $58.54 Unrealized -2.9%
CSX CSX CORP COM 0.2%
Value ($000) $355 Shares 10,182 Est. Cost $29.04 Unrealized +14.6%
LOW LOWES COS INC COM 0.2%
Value ($000) $330 Shares 1,471 Est. Cost $196.71 Unrealized +11.7%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $327 Shares 3,582 Est. Cost $62.95 Unrealized -2.2%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $326 Shares 3,128 Est. Cost $73.38 Unrealized +9.7%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $309 Shares 1,676 Est. Cost $168.21 Unrealized +10.0%
OLED UNIVERSAL DISPLAY CORP COM 0.2%
Value ($000) $305 Shares 1,877 Est. Cost $204.14 Unrealized -22.6%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $299 Shares 2,584 Est. Cost $95.35 Unrealized +24.0%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $269 Shares 2,065 Est. Cost $92.19 Unrealized +40.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $268 Shares 3,138 Est. Cost $31.32 Unrealized +72.1%
MRK MERCK & CO INC COM 0.2%
Value ($000) $267 Shares 3,430 Est. Cost $64.87 Unrealized +7.7%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $262 Shares 12,328 Est. Cost $18.25 Unrealized
EA ELECTRONIC ARTS INC COM 0.2%
Value ($000) $258 Shares 2,090 Est. Cost $125.41 Unrealized +4.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $255 Shares 1,710 Est. Cost $97.28 Unrealized +4.5%
F FORD MTR CO DEL COM 0.2%
Value ($000) $240 Shares 14,684 Est. Cost $10.52 Unrealized +33.1%
INTC INTEL CORP COM 0.2%
Value ($000) $238 Shares 5,101 Est. Cost $48.64 Unrealized -2.8%
ELV ANTHEM INC COM 0.2%
Value ($000) $237 Shares 500 Est. Cost $362.34 Unrealized +9.6%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $234 Shares 616 Est. Cost $363.46 Unrealized +6.9%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $233 Shares 1,432 Est. Cost $134.64 Unrealized +12.7%
WMT WALMART INC COM 0.1%
Value ($000) $229 Shares 1,606 Est. Cost $45.38 Unrealized -0.4%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $228 Shares 735 Est. Cost $390.57 Unrealized +18.8%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $227 Shares 1,702 Est. Cost $175.68 Unrealized -17.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $223 Shares 1,179 Est. Cost $194.15 Unrealized +8.4%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $221 Shares 6,514 Est. Cost $33.90 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $215 Shares 1,842 Est. Cost $100.58 Unrealized +18.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $211 Shares 2,140 Est. Cost $228.93 Unrealized -5.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $210 Shares 394 Est. Cost $105.90 Unrealized +24.0%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $203 Shares 2,650 Est. Cost $86.71 Unrealized +18.6%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $195 Shares 4,656 Est. Cost $51.62 Unrealized +9.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $194 Shares 2,111 Est. Cost $99.39 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $194 Shares 3,204 Est. Cost $108.15 Unrealized
ARW ARROW ELECTRS INC COM 0.1%
Value ($000) $171 Shares 1,441 Est. Cost $115.60 Unrealized +6.1%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $159 Shares 1,178 Est. Cost $269.95 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $156 Shares 1,813 Est. Cost $85.78 Unrealized +1.2%
BIIB BIOGEN INC COM 0.1%
Value ($000) $156 Shares 784 Est. Cost $259.08 Unrealized -0.8%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $155 Shares 513 Est. Cost $421.29 Unrealized +1.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $154 Shares 1,703 Est. Cost $127.48 Unrealized -19.9%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $153 Shares 6,400 Est. Cost $23.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $147 Shares 1,490 Est. Cost $77.40 Unrealized +2.5%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $145 Shares 563 Est. Cost $228.04 Unrealized -2.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $144 Shares 933 Est. Cost $131.00 Unrealized +11.5%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $143 Shares 712 Est. Cost $250.91 Unrealized +10.6%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $139 Shares 1,557 Est. Cost $57.55 Unrealized +13.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $137 Shares 93 Est. Cost $36.05 Unrealized -2.3%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $135 Shares 1,015 Est. Cost $102.30 Unrealized +18.6%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $134 Shares 3,204 Est. Cost $44.24 Unrealized -5.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $130 Shares 1,042 Est. Cost $112.12 Unrealized -5.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $127 Shares 499 Est. Cost $207.74 Unrealized -2.0%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $127 Shares 1,140 Est. Cost $147.43 Unrealized -10.8%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $124 Shares 2,268 Est. Cost $58.02 Unrealized -1.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $120 Shares 1,561 Est. Cost $83.33 Unrealized +6.7%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $115 Shares 1,924 Est. Cost $72.32 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $115 Shares 575 Est. Cost $306.09 Unrealized -4.8%
TSLA TESLA INC COM 0.1%
Value ($000) $115 Shares 137 Est. Cost $235.37 Unrealized +42.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $113 Shares 2,782 Est. Cost $41.92 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $113 Shares 192 Est. Cost $44.48 Unrealized +16.4%
NUVEEN INTER DURATION MUN TERM COM 0.1%
Value ($000) $109 Shares 7,711 Est. Cost $14.78 Unrealized
BALL BALL CORP COM 0.1%
Value ($000) $106 Shares 1,215 Est. Cost $83.70 Unrealized +4.4%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $104 Shares 1,390 Est. Cost $61.87 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $102 Shares 1,464 Est. Cost $81.28 Unrealized
INTERPUBLIC GROUP COS INC COM 0.1%
Value ($000) $102 Shares 3,034 Est. Cost $30.38 Unrealized +2.2%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $101 Shares 1,895 Est. Cost $42.18 Unrealized -4.2%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $101 Shares 1,163 Est. Cost $105.26 Unrealized -2.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $98 Shares 317 Est. Cost $305.51 Unrealized +12.4%
LAM RESEARCH CORP COM 0.1%
Value ($000) $97 Shares 195 Est. Cost $570.65 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $95 Shares 684 Est. Cost $173.96 Unrealized -3.1%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $95 Shares 223 Est. Cost $426.01 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $94 Shares 342 Est. Cost $278.59 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $92 Shares 866 Est. Cost $87.18 Unrealized -1.0%
KEY KEYCORP COM 0.1%
Value ($000) $90 Shares 3,917 Est. Cost $16.22 Unrealized +15.8%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $89 Shares 327 Est. Cost $245.17 Unrealized +13.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $89 Shares 1,460 Est. Cost $59.59 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $83 Shares 793 Est. Cost $113.45 Unrealized -10.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $83 Shares 336 Est. Cost $319.40 Unrealized
CYRUSONE INC COM 0.1%
Value ($000) $83 Shares 915 Est. Cost $89.62 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $80 Shares 1,242 Est. Cost $53.03 Unrealized +4.4%
RY ROYAL BK CDA COM 0.1%
Value ($000) $80 Shares 737 Est. Cost $101.90 Unrealized +1.9%
PEP PEPSICO INC COM 0.0%
Value ($000) $78 Shares 505 Est. Cost $135.93 Unrealized +5.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $75 Shares 831 Est. Cost $90.25 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $74 Shares 317 Est. Cost $247.95 Unrealized -3.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $73 Shares 317 Est. Cost $35.98 Unrealized +13.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $70 Shares 1,714 Est. Cost $46.55 Unrealized -6.2%
AFL AFLAC INC COM 0.0%
Value ($000) $67 Shares 1,112 Est. Cost $49.44 Unrealized +3.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $66 Shares 1,475 Est. Cost $29.69 Unrealized +3.3%
CITRIX SYS INC COM 0.0%
Value ($000) $64 Shares 630 Est. Cost $87.44 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $64 Shares 283 Est. Cost $200.25 Unrealized -7.5%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $63 Shares 923 Est. Cost $72.59 Unrealized
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value ($000) $63 Shares 3,335 Est. Cost $22.64 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $62 Shares 1,257 Est. Cost $36.84 Unrealized +9.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $62 Shares 1,203 Est. Cost $33.97 Unrealized -3.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $62 Shares 503 Est. Cost $122.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $61 Shares 354 Est. Cost $167.96 Unrealized +1.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $59 Shares 717 Est. Cost $62.40 Unrealized -0.4%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $59 Shares 317 Est. Cost $173.50 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $58 Shares 290 Est. Cost $237.93 Unrealized
IEUS ISHARES FTSE DEVELOPED SMALL CAP EX-NORTH AMERICA INDEX FUND 0.0%
Value ($000) $58 Shares 1,034 Est. Cost $71.47 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $56 Shares 426 Est. Cost $161.83 Unrealized -12.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $56 Shares 379 Est. Cost $149.24 Unrealized +4.2%
T AT&T INC COM 0.0%
Value ($000) $55 Shares 2,371 Est. Cost $15.87 Unrealized -7.6%
BUNGE LIMITED COM 0.0%
Value ($000) $54 Shares 488 Est. Cost $96.31 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $53 Shares 120 Est. Cost $336.41 Unrealized +3.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $53 Shares 351 Est. Cost $141.63 Unrealized +10.3%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $53 Shares 1,300 Est. Cost $38.46 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $52 Shares 1,609 Est. Cost $35.48 Unrealized +9.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $49 Shares 120 Est. Cost $440.15 Unrealized +13.6%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $48 Shares 575 Est. Cost $52.97 Unrealized +8.3%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $48 Shares 181 Est. Cost $267.32 Unrealized +1.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $47 Shares 330 Est. Cost $142.42 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $47 Shares 361 Est. Cost $112.02 Unrealized +11.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $47 Shares 1,363 Est. Cost $37.92 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $47 Shares 1,251 Est. Cost $30.53 Unrealized -3.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $46 Shares 443 Est. Cost $112.87 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $44 Shares 574 Est. Cost $51.35 Unrealized -2.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $44 Shares 289 Est. Cost $160.03 Unrealized +0.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $43 Shares 216 Est. Cost $210.43 Unrealized -2.2%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $43 Shares 287 Est. Cost $166.72 Unrealized -4.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $42 Shares 814 Est. Cost $51.60 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $41 Shares 400 Est. Cost $337.16 Unrealized -30.3%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $40 Shares 924 Est. Cost $26.00 Unrealized +10.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 284 Est. Cost $165.49 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $38 Shares 383 Est. Cost $71.45 Unrealized -4.3%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $37 Shares 198 Est. Cost $219.31 Unrealized +0.1%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $36 Shares 4,772 Est. Cost $18.64 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $36 Shares 159 Est. Cost $246.97 Unrealized +6.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $36 Shares 291 Est. Cost $111.42 Unrealized +5.9%
NORDSTROM INC COM 0.0%
Value ($000) $35 Shares 1,448 Est. Cost $32.75 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $35 Shares 389 Est. Cost $113.94 Unrealized -6.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $35 Shares 143 Est. Cost $255.22 Unrealized -1.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $35 Shares 237 Est. Cost $158.00 Unrealized +3.6%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $34 Shares 1,057 Est. Cost $20.99 Unrealized +8.4%
MMM 3M CO COM 0.0%
Value ($000) $34 Shares 233 Est. Cost $137.32 Unrealized -7.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 252 Est. Cost $131.47 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $33 Shares 582 Est. Cost $38.24 Unrealized +0.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $32 Shares 458 Est. Cost $82.97 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $32 Shares 2,140 Est. Cost $15.81 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $32 Shares 599 Est. Cost $76.73 Unrealized -4.8%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $32 Shares 301 Est. Cost $106.31 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $32 Shares 408 Est. Cost $84.21 Unrealized +8.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $31 Shares 166 Est. Cost $160.77 Unrealized +8.4%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $31 Shares 924 Est. Cost $33.55 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF 0.0%
Value ($000) $30 Shares 542 Est. Cost $57.51 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $30 Shares 373 Est. Cost $81.95 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $30 Shares 352 Est. Cost $85.23 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $28 Shares 131 Est. Cost $202.75 Unrealized +4.8%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $27 Shares 1,169 Est. Cost $11.68 Unrealized +0.7%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $27 Shares 392 Est. Cost $68.88 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $27 Shares 267 Est. Cost $101.12 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $26 Shares 183 Est. Cost $147.54 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $26 Shares 4,134 Est. Cost $6.58 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $187.71 Unrealized +10.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $24 Shares 162 Est. Cost $181.93 Unrealized -1.9%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $24 Shares 99 Est. Cost $308.42 Unrealized +10.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $23 Shares 266 Est. Cost $46.49 Unrealized +4.9%
GLW CORNING INC COM 0.0%
Value ($000) $23 Shares 633 Est. Cost $35.29 Unrealized -5.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $22 Shares 67 Est. Cost $283.68 Unrealized +1.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $22 Shares 104 Est. Cost $245.01 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $21 Shares 219 Est. Cost $89.51 Unrealized -3.4%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $21 Shares 2,326 Est. Cost $9.46 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $20 Shares 60 Est. Cost $377.84 Unrealized -12.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $20 Shares 328 Est. Cost $55.43 Unrealized -0.2%
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $19 Shares 181 Est. Cost $83.48 Unrealized +6.5%
UNP UNION PAC CORP COM 0.0%
Value ($000) $19 Shares 74 Est. Cost $195.24 Unrealized +10.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $202.32 Unrealized +16.0%
LMND LEMONADE INC COM 0.0%
Value ($000) $18 Shares 865 Est. Cost $80.62 Unrealized -30.3%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $17 Shares 738 Est. Cost $27.57 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $17 Shares 647 Est. Cost $30.91 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $17 Shares 770 Est. Cost $89.91 Unrealized -32.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 48 Est. Cost $351.21 Unrealized -3.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $15 Shares 601 Est. Cost $23.49 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $15 Shares 58 Est. Cost $236.02 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 151 Est. Cost $58.58 Unrealized +6.9%
CERNER CORP COM 0.0%
Value ($000) $15 Shares 165 Est. Cost $73.17 Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $15 Shares 884 Est. Cost $17.00 Unrealized -0.3%
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 0.0%
Value ($000) $15 Shares 442 Est. Cost $42.99 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $15 Shares 227 Est. Cost $53.83 Unrealized +2.9%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $15 Shares 430 Est. Cost $46.95 Unrealized -1.2%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $15 Shares 61 Est. Cost $295.08 Unrealized
RH RH COM 0.0%
Value ($000) $14 Shares 40 Est. Cost $642.60 Unrealized -4.3%
CTAS CINTAS CORP COM 0.0%
Value ($000) $14 Shares 39 Est. Cost $103.73 Unrealized 0.0%
ARQ ADVANCED EMISSIONS SOLUTIONS I COM 0.0%
Value ($000) $14 Shares 2,423 Est. Cost $6.88 Unrealized -2.8%
APPN APPIAN CORP CL A 0.0%
Value ($000) $13 Shares 227 Est. Cost $95.54 Unrealized -13.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $13 Shares 203 Est. Cost $54.94 Unrealized +16.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $116.71 Unrealized
MFA FINL INC COM 0.0%
Value ($000) $12 Shares 2,993 Est. Cost $4.44 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $12 Shares 338 Est. Cost $26.28 Unrealized +2.6%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $12 Shares 235 Est. Cost $68.09 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $12 Shares 256 Est. Cost $57.14 Unrealized +11.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $103.23 Unrealized +6.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $12 Shares 274 Est. Cost $43.80 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $12 Shares 160 Est. Cost $72.90 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $12 Shares 342 Est. Cost $52.63 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $11 Shares 247 Est. Cost $52.29 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $113.68 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $11 Shares 73 Est. Cost $114.18 Unrealized +15.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $11 Shares 251 Est. Cost $52.21 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 106 Est. Cost $103.77 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $10 Shares 202 Est. Cost $50.64 Unrealized +11.9%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 144 Est. Cost $83.33 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $10 Shares 107 Est. Cost $112.10 Unrealized 0.0%
HCAT HEALTH CATALYST INC COM 0.0%
Value ($000) $10 Shares 405 Est. Cost $54.54 Unrealized -16.4%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 212 Est. Cost $51.89 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 98 Est. Cost $93.58 Unrealized -5.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $72.48 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $10 Shares 152 Est. Cost $53.37 Unrealized +3.5%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $10 Shares 377 Est. Cost $25.63 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 218 Est. Cost $45.87 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $10 Shares 253 Est. Cost $115.22 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $10 Shares 233 Est. Cost $37.13 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $9 Shares 23 Est. Cost $432.89 Unrealized
TNET TRINET GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.49 Unrealized +16.5%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $191.52 Unrealized +2.7%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $158.83 Unrealized +3.0%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 107 Est. Cost $93.46 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $9 Shares 97 Est. Cost $77.51 Unrealized +8.8%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $9 Shares 111 Est. Cost $90.09 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $9 Shares 244 Est. Cost $43.96 Unrealized -0.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $58.41 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $9 Shares 164 Est. Cost $68.08 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 79 Est. Cost $333.45 Unrealized -19.1%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $9 Shares 214 Est. Cost $42.06 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 90 Est. Cost $111.11 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 94 Est. Cost $169.23 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $9 Shares 36 Est. Cost $250.00 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $9 Shares 133 Est. Cost $64.85 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $9 Shares 28 Est. Cost $165.09 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 117 Est. Cost $61.14 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $9 Shares 27 Est. Cost $345.28 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 168 Est. Cost $41.59 Unrealized +6.8%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $8 Shares 46 Est. Cost $168.61 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $8 Shares 149 Est. Cost $37.73 Unrealized +6.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $8 Shares 26 Est. Cost $290.95 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $7 Shares 839 Est. Cost $10.11 Unrealized -1.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $7 Shares 85 Est. Cost $82.35 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 242 Est. Cost $29.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $54.83 Unrealized -10.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $141.77 Unrealized +1.5%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.28 Unrealized 0.0%
ALPINE 4 HOLDINGS INC CL A 0.0%
Value ($000) $7 Shares 5,134 Est. Cost $1.36 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $7 Shares 522 Est. Cost $13.41 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $7 Shares 90 Est. Cost $66.67 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $79.49 Unrealized +0.4%
BCE BCE INC COM NEW 0.0%
Value ($000) $7 Shares 129 Est. Cost $38.02 Unrealized 0.0%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $136.36 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $59.14 Unrealized +8.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $139.59 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $6 Shares 253 Est. Cost $18.71 Unrealized 0.0%
PROSHARES SHORT S&P 500 0.0%
Value ($000) $6 Shares 407 Est. Cost $14.74 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $6 Shares 92 Est. Cost $76.09 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $6 Shares 102 Est. Cost $68.63 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $65.27 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $6 Shares 166 Est. Cost $36.14 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $55.46 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $5 Shares 334 Est. Cost $12.68 Unrealized +5.3%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $41.02 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $51.36 Unrealized -0.5%
DOW DOW INC COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $45.63 Unrealized -1.3%
LIVENT CORP COM 0.0%
Value ($000) $5 Shares 230 Est. Cost $30.43 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $5 Shares 57 Est. Cost $105.26 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $44.64 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $92.31 Unrealized
ELECTROCORE INC COM 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.90 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $285.71 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $117.65 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $5 Shares 645 Est. Cost $21.71 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 466 Est. Cost $11.36 Unrealized +3.5%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $97.67 Unrealized +3.8%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $4 Shares 178 Est. Cost $14.41 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $28.81 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $76.29 Unrealized 0.0%
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $4 Shares 230 Est. Cost $21.74 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $90.89 Unrealized -3.3%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $63.49 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $4 Shares 84 Est. Cost $60.70 Unrealized -14.2%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $4 Shares 1,149 Est. Cost $5.73 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 227 Est. Cost $13.26 Unrealized -0.5%
VIVOS THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 1,205 Est. Cost $4.15 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $71.22 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $45.26 Unrealized +6.1%
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.50 Unrealized 0.0%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $119.52 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 173 Est. Cost $17.34 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $195.24 Unrealized -0.4%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $3 Shares 176 Est. Cost $17.34 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $26.58 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 57 Est. Cost $46.62 Unrealized +11.2%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.13 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $58.80 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $25.18 Unrealized +17.6%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $85.62 Unrealized +1.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.74 Unrealized +3.6%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 26 Est. Cost $125.59 Unrealized -30.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 200 Est. Cost $21.59 Unrealized 0.0%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $2 Shares 181 Est. Cost $11.05 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $105.90 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.68 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.11 Unrealized +9.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $45.13 Unrealized 0.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $2 Shares 953 Est. Cost $6.21 Unrealized -32.7%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.66 Unrealized +3.0%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $2 Shares 9 Est. Cost $167.63 Unrealized +11.7%
SNAP SNAP INC CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $72.25 Unrealized -22.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.36 Unrealized +3.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $84.00 Unrealized +6.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 88 Est. Cost $11.71 Unrealized -5.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +5.6%
SKILLZ INC COM 0.0%
Value ($000) $1 Shares 467 Est. Cost $12.85 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -24.7%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $200.81 Unrealized -1.8%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $1 Shares 110 Est. Cost $18.76 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.13 Unrealized +4.4%
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $155.91 Unrealized -3.8%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.27 Unrealized +30.9%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.07 Unrealized 0.0%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
CION INVT CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.39 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.01 Unrealized -16.4%
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized