Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 3, 2023

Total Value ($000): $201 (100.0% shares, 0.0% debt)

Holdings (345)

SPY SPDR S&P 500 ETF TRUST 21.6%
Value ($000) $43 Shares 113,528 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST 11.8%
Value ($000) $24 Shares 89,297 Est. Cost $328.76 Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 10.9%
Value ($000) $22 Shares 536,056 Est. Cost $0.04 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 7.1%
Value ($000) $14 Shares 91,107 Est. Cost $163.94 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 7.0%
Value ($000) $14 Shares 279,566 Est. Cost $0.05 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 6.6%
Value ($000) $13 Shares 178,003 Est. Cost $69.22 Unrealized
MSFT MICROSOFT CORP COM 5.2%
Value ($000) $10 Shares 43,215 Est. Cost $243.89 Unrealized -4.0%
AAPL APPLE INC COM 3.2%
Value ($000) $6 Shares 49,166 Est. Cost $126.11 Unrealized +11.6%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $2 Shares 16,223 Est. Cost $18.00 Unrealized -18.6%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $2 Shares 4,409 Est. Cost $349.46 Unrealized +43.2%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $2 Shares 25,589 Est. Cost $126.23 Unrealized -21.7%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $2 Shares 10,144 Est. Cost $106.58 Unrealized +43.8%
HD HOME DEPOT INC COM 0.7%
Value ($000) $1 Shares 4,597 Est. Cost $259.56 Unrealized +8.3%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $1 Shares 9,675 Est. Cost $111.69 Unrealized +5.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1 Shares 9,528 Est. Cost $22.60 Unrealized
DE DEERE & CO COM 0.6%
Value ($000) $1 Shares 2,876 Est. Cost $317.66 Unrealized +22.4%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $1 Shares 2,586 Est. Cost $381.59 Unrealized +22.8%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1 Shares 6,584 Est. Cost $130.32 Unrealized +20.5%
V VISA INC COM CL A 0.6%
Value ($000) $1 Shares 5,600 Est. Cost $200.53 Unrealized -1.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.6%
Value ($000) $1 Shares 16,220 Est. Cost $77.87 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1 Shares 3,248 Est. Cost $196.58 Unrealized +24.8%
SMH VANECK SEMICONDUCTOR ETF 0.4%
Value ($000) $1 Shares 4,028 Est. Cost $0.20 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1 Shares 9,100 Est. Cost $110.18 Unrealized -14.0%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1 Shares 9,228 Est. Cost $144.73 Unrealized -35.4%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1 Shares 5,211 Est. Cost $123.48 Unrealized +5.1%
NKE NIKE INC CL B 0.4%
Value ($000) $1 Shares 6,495 Est. Cost $128.07 Unrealized -25.6%
KO COCA COLA CO COM 0.4%
Value ($000) $1 Shares 11,751 Est. Cost $45.26 Unrealized +21.3%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1 Shares 2,410 Est. Cost $53.62 Unrealized -47.7%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1 Shares 2,790 Est. Cost $163.46 Unrealized +26.4%
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $1 Shares 11,001 Est. Cost $51.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1 Shares 1,049 Est. Cost $462.59 Unrealized +13.5%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $1 Shares 1,168 Est. Cost $324.83 Unrealized +31.3%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1 Shares 6,646 Est. Cost $66.47 Unrealized +11.1%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1 Shares 11,658 Est. Cost $37.85 Unrealized +9.6%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $1 Shares 2,799 Est. Cost $108.33 Unrealized +67.6%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1 Shares 5,388 Est. Cost $92.87 Unrealized
WDAY WORKDAY INC CL A 0.3%
Value ($000) $1 Shares 3,110 Est. Cost $213.02 Unrealized -26.8%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.2%
Value ($000) $0 Shares 11,000 Est. Cost $52.31 Unrealized -19.1%
BLACKROCK INC COM 0.2%
Value ($000) $0 Shares 678 Est. Cost $756.94 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $0 Shares 4,128 Est. Cost $122.64 Unrealized -11.2%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $0 Shares 4,810 Est. Cost $78.32 Unrealized +9.7%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $0 Shares 1,266 Est. Cost $216.09 Unrealized +48.8%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $0 Shares 2,859 Est. Cost $106.93 Unrealized +30.6%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $0 Shares 3,795 Est. Cost $39.71 Unrealized +142.5%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $0 Shares 5,969 Est. Cost $59.36 Unrealized +0.4%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $0 Shares 4,739 Est. Cost $109.81 Unrealized -14.1%
MRK MERCK & CO INC COM 0.2%
Value ($000) $0 Shares 3,706 Est. Cost $65.99 Unrealized +40.6%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $0 Shares 868 Est. Cost $374.26 Unrealized +15.2%
FDX FEDEX CORP COM 0.2%
Value ($000) $0 Shares 2,337 Est. Cost $251.15 Unrealized -38.3%
FSLR FIRST SOLAR INC COM 0.2%
Value ($000) $0 Shares 2,650 Est. Cost $86.71 Unrealized +70.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $0 Shares 2,673 Est. Cost $103.86 Unrealized +37.1%
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value ($000) $0 Shares 2,594 Est. Cost $145.74 Unrealized +2.4%
BX BLACKSTONE INC COM 0.2%
Value ($000) $0 Shares 5,147 Est. Cost $53.84 Unrealized +46.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $0 Shares 1,088 Est. Cost $483.52 Unrealized -33.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $0 Shares 1,693 Est. Cost $168.21 Unrealized +6.3%
TSLA TESLA INC COM 0.2%
Value ($000) $0 Shares 2,870 Est. Cost $261.57 Unrealized -27.6%
YUM YUM BRANDS INC COM 0.2%
Value ($000) $0 Shares 2,596 Est. Cost $95.35 Unrealized +19.6%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $0 Shares 800 Est. Cost $447.44 Unrealized -13.2%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $0 Shares 2,333 Est. Cost $94.07 Unrealized +34.3%
CSX CSX CORP COM 0.2%
Value ($000) $0 Shares 10,314 Est. Cost $29.04 Unrealized -1.1%
TGT TARGET CORP COM 0.2%
Value ($000) $0 Shares 2,140 Est. Cost $173.27 Unrealized -18.7%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $0 Shares 3,613 Est. Cost $62.95 Unrealized -23.1%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $0 Shares 9,125 Est. Cost $23.78 Unrealized +33.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $0 Shares 904 Est. Cost $311.64 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $0 Shares 1,482 Est. Cost $196.71 Unrealized -4.3%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $0 Shares 905 Est. Cost $374.70 Unrealized -12.2%
ABBV ABBVIE INC COM 0.1%
Value ($000) $0 Shares 1,741 Est. Cost $97.28 Unrealized +41.1%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $0 Shares 2,986 Est. Cost $84.13 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $0 Shares 1,399 Est. Cost $196.81 Unrealized -16.9%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $0 Shares 12,765 Est. Cost $18.04 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $0 Shares 22,642 Est. Cost $10.64 Unrealized -5.4%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $0 Shares 504 Est. Cost $362.34 Unrealized +33.7%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $0 Shares 2,096 Est. Cost $125.41 Unrealized -1.6%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $0 Shares 2,994 Est. Cost $80.52 Unrealized -4.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $0 Shares 819 Est. Cost $284.52 Unrealized +4.4%
META META PLATFORMS INC CL A 0.1%
Value ($000) $0 Shares 2,096 Est. Cost $283.82 Unrealized -58.9%
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $0 Shares 735 Est. Cost $390.57 Unrealized -19.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $0 Shares 1,851 Est. Cost $100.58 Unrealized -2.9%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $0 Shares 1,877 Est. Cost $204.14 Unrealized -50.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $0 Shares 5,711 Est. Cost $43.56 Unrealized -31.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $0 Shares 1,557 Est. Cost $57.55 Unrealized +98.2%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $0 Shares 5,761 Est. Cost $28.09 Unrealized +0.5%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $0 Shares 5,410 Est. Cost $51.77 Unrealized -34.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $0 Shares 4,222 Est. Cost $69.24 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $0 Shares 1,212 Est. Cost $175.68 Unrealized -27.2%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $0 Shares 1,149 Est. Cost $194.15 Unrealized -26.2%
NOW SERVICENOW INC COM 0.1%
Value ($000) $0 Shares 419 Est. Cost $104.24 Unrealized -25.0%
CRM SALESFORCE INC COM 0.1%
Value ($000) $0 Shares 1,175 Est. Cost $217.66 Unrealized -33.8%
ARW ARROW ELECTRS INC COM 0.1%
Value ($000) $0 Shares 1,441 Est. Cost $115.60 Unrealized -10.7%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $0 Shares 1,497 Est. Cost $77.40 Unrealized +13.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $0 Shares 267 Est. Cost $45.49 Unrealized +4.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $0 Shares 1,054 Est. Cost $112.16 Unrealized +9.7%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $0 Shares 3,204 Est. Cost $44.24 Unrealized -2.1%
XYZ BLOCK INC CL A 0.1%
Value ($000) $0 Shares 2,245 Est. Cost $208.96 Unrealized -70.5%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $0 Shares 1,178 Est. Cost $269.95 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $0 Shares 93 Est. Cost $36.05 Unrealized -17.1%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $0 Shares 224 Est. Cost $389.47 Unrealized +27.1%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $0 Shares 6,400 Est. Cost $23.59 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $0 Shares 3,204 Est. Cost $108.15 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $0 Shares 617 Est. Cost $139.23 Unrealized +15.6%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $0 Shares 1,543 Est. Cost $61.58 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $0 Shares 575 Est. Cost $306.09 Unrealized -34.4%
WMT WALMART INC COM 0.1%
Value ($000) $0 Shares 747 Est. Cost $45.38 Unrealized +0.6%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $0 Shares 1,140 Est. Cost $147.43 Unrealized -43.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $0 Shares 499 Est. Cost $207.74 Unrealized +1.6%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $0 Shares 327 Est. Cost $245.17 Unrealized +19.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $0 Shares 1,029 Est. Cost $105.26 Unrealized -16.8%
NUVEEN INTER DURATION MUN TERM COM 0.1%
Value ($000) $0 Shares 7,711 Est. Cost $14.78 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 1,460 Est. Cost $59.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $0 Shares 4,041 Est. Cost $23.79 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 1,464 Est. Cost $81.28 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $0 Shares 2,882 Est. Cost $30.38 Unrealized -9.6%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $0 Shares 1,926 Est. Cost $72.32 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $0 Shares 1,153 Est. Cost $83.33 Unrealized -12.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $0 Shares 1,352 Est. Cost $127.48 Unrealized -48.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 898 Est. Cost $87.29 Unrealized -2.8%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $53.03 Unrealized +22.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $0 Shares 317 Est. Cost $305.51 Unrealized -13.6%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $0 Shares 2,117 Est. Cost $41.92 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 1,112 Est. Cost $49.44 Unrealized +26.4%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $0 Shares 1,998 Est. Cost $46.14 Unrealized -20.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $0 Shares 689 Est. Cost $173.96 Unrealized -44.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 283 Est. Cost $200.25 Unrealized +21.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $0 Shares 336 Est. Cost $319.40 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 317 Est. Cost $35.98 Unrealized +11.7%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 3,946 Est. Cost $16.22 Unrealized -8.9%
RY ROYAL BK CDA SUSTAINABL COM 0.0%
Value ($000) $0 Shares 737 Est. Cost $101.90 Unrealized -7.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $0 Shares 317 Est. Cost $247.95 Unrealized -24.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 793 Est. Cost $113.45 Unrealized -35.3%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 1,218 Est. Cost $83.70 Unrealized -40.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $0 Shares 507 Est. Cost $122.00 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 921 Est. Cost $72.59 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 1,779 Est. Cost $46.31 Unrealized -27.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $0 Shares 443 Est. Cost $112.87 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $0 Shares 364 Est. Cost $167.50 Unrealized -9.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $0 Shares 355 Est. Cost $141.63 Unrealized +10.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $0 Shares 379 Est. Cost $149.24 Unrealized -1.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $29.69 Unrealized +7.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $34.04 Unrealized +2.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1,723 Est. Cost $35.41 Unrealized -8.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $54.03 Unrealized +54.8%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $0 Shares 317 Est. Cost $173.50 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 1,292 Est. Cost $30.60 Unrealized +6.2%
BUNGE LIMITED COM 0.0%
Value ($000) $0 Shares 508 Est. Cost $96.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 290 Est. Cost $237.93 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $0 Shares 927 Est. Cost $26.00 Unrealized +77.2%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 1,021 Est. Cost $71.47 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $0 Shares 291 Est. Cost $111.42 Unrealized +42.8%
LAM RESEARCH CORP COM 0.0%
Value ($000) $0 Shares 116 Est. Cost $546.88 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $0 Shares 159 Est. Cost $246.97 Unrealized +5.1%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $0 Shares 181 Est. Cost $267.32 Unrealized -14.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 194 Est. Cost $210.43 Unrealized +4.9%
PFE PFIZER INC COM 0.0%
Value ($000) $0 Shares 902 Est. Cost $36.84 Unrealized +9.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $0 Shares 393 Est. Cost $113.94 Unrealized -13.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 751 Est. Cost $62.72 Unrealized -14.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 358 Est. Cost $102.00 Unrealized -8.4%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $0 Shares 120 Est. Cost $440.15 Unrealized -20.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $0 Shares 408 Est. Cost $84.21 Unrealized +15.2%
T AT&T INC COM 0.0%
Value ($000) $0 Shares 2,152 Est. Cost $15.71 Unrealized -3.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 426 Est. Cost $161.83 Unrealized -49.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $0 Shares 361 Est. Cost $112.02 Unrealized -14.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $0 Shares 901 Est. Cost $42.18 Unrealized -27.1%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $278.59 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 800 Est. Cost $51.43 Unrealized -21.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $0 Shares 144 Est. Cost $255.22 Unrealized -13.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 393 Est. Cost $71.65 Unrealized -7.4%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $38.46 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $0 Shares 274 Est. Cost $131.98 Unrealized -31.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 565 Est. Cost $112.23 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 252 Est. Cost $71.15 Unrealized +53.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 131 Est. Cost $202.75 Unrealized +11.5%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $0 Shares 207 Est. Cost $217.54 Unrealized -34.6%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 924 Est. Cost $33.55 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $0 Shares 2,337 Est. Cost $15.09 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $0 Shares 598 Est. Cost $51.29 Unrealized -20.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 462 Est. Cost $82.97 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $0 Shares 171 Est. Cost $160.33 Unrealized -13.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $0 Shares 162 Est. Cost $181.93 Unrealized -12.4%
KR KROGER CO COM 0.0%
Value ($000) $0 Shares 591 Est. Cost $38.24 Unrealized +12.1%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 266 Est. Cost $46.49 Unrealized +22.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 183 Est. Cost $147.54 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $0 Shares 985 Est. Cost $48.64 Unrealized -45.2%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $0 Shares 99 Est. Cost $308.42 Unrealized -23.9%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 4,179 Est. Cost $6.58 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 94 Est. Cost $228.04 Unrealized -2.1%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $0 Shares 1,287 Est. Cost $11.74 Unrealized -2.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $202.32 Unrealized +25.8%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $0 Shares 1,672 Est. Cost $16.07 Unrealized -15.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $0 Shares 334 Est. Cost $55.43 Unrealized +4.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 2,144 Est. Cost $7.93 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $0 Shares 222 Est. Cost $89.51 Unrealized -5.6%
GLW CORNING INC COM 0.0%
Value ($000) $0 Shares 655 Est. Cost $35.22 Unrealized -15.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 615 Est. Cost $37.92 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $0 Shares 534 Est. Cost $46.26 Unrealized -12.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $0 Shares 78 Est. Cost $226.99 Unrealized -3.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $0 Shares 190 Est. Cost $83.62 Unrealized +3.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 96 Est. Cost $245.01 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $0 Shares 1,115 Est. Cost $32.58 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $0 Shares 52 Est. Cost $349.39 Unrealized -7.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $0 Shares 39 Est. Cost $103.73 Unrealized +1.4%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 135 Est. Cost $142.42 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $195.36 Unrealized -2.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 236 Est. Cost $53.85 Unrealized -3.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $377.84 Unrealized -43.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $75.73 Unrealized -2.4%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $0 Shares 744 Est. Cost $27.57 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 188 Est. Cost $61.18 Unrealized +15.6%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $0 Shares 2,326 Est. Cost $9.46 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $0 Shares 103 Est. Cost $114.88 Unrealized +20.8%
RH RH COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $573.44 Unrealized -54.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 401 Est. Cost $38.43 Unrealized -17.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 703 Est. Cost $61.66 Unrealized -52.3%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 110 Est. Cost $58.41 Unrealized +82.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 377 Est. Cost $51.62 Unrealized -30.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 261 Est. Cost $51.99 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 62 Est. Cost $293.44 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 98 Est. Cost $95.66 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 103 Est. Cost $103.23 Unrealized +3.2%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 44 Est. Cost $259.08 Unrealized +9.0%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $0 Shares 228 Est. Cost $54.46 Unrealized -8.1%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $0 Shares 259 Est. Cost $57.14 Unrealized -40.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 156 Est. Cost $228.93 Unrealized -65.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 121 Est. Cost $61.39 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 202 Est. Cost $50.64 Unrealized +0.5%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $0 Shares 426 Est. Cost $23.65 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 43 Est. Cost $159.75 Unrealized +32.8%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 99 Est. Cost $93.64 Unrealized +5.2%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $0 Shares 133 Est. Cost $64.85 Unrealized +4.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 160 Est. Cost $72.90 Unrealized -11.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 221 Est. Cost $41.21 Unrealized -0.9%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $0 Shares 97 Est. Cost $77.51 Unrealized +17.0%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 143 Est. Cost $83.33 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $0 Shares 108 Est. Cost $93.46 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 251 Est. Cost $29.24 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $0 Shares 267 Est. Cost $50.79 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $165.09 Unrealized -15.5%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $0 Shares 154 Est. Cost $37.91 Unrealized +18.7%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $0 Shares 91 Est. Cost $110.86 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $0 Shares 101 Est. Cost $69.31 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $0 Shares 233 Est. Cost $37.13 Unrealized -19.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $0 Shares 200 Est. Cost $37.93 Unrealized -11.7%
MFA MFA FINL INC COM 0.0%
Value ($000) $0 Shares 832 Est. Cost $9.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $0 Shares 106 Est. Cost $54.83 Unrealized +19.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $191.52 Unrealized -22.0%
EQUITY COMWLTH 6.5 CNV PFD D 0.0%
Value ($000) $0 Shares 300 Est. Cost $26.67 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 94 Est. Cost $169.23 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 110 Est. Cost $90.09 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $0 Shares 86 Est. Cost $0.09 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $0 Shares 107 Est. Cost $103.77 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $0 Shares 74 Est. Cost $114.14 Unrealized -12.2%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $0 Shares 265 Est. Cost $26.56 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $0 Shares 147 Est. Cost $62.20 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $0 Shares 72 Est. Cost $130.28 Unrealized -28.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 84 Est. Cost $53.37 Unrealized +36.7%
TNET TRINET GROUP INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $83.49 Unrealized -19.5%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $0 Shares 90 Est. Cost $66.67 Unrealized
PROSHARES SHORT S&P500 0.0%
Value ($000) $0 Shares 407 Est. Cost $14.74 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $0 Shares 91 Est. Cost $51.60 Unrealized +18.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $229.23 Unrealized -50.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.33 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 91 Est. Cost $76.09 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $0 Shares 126 Est. Cost $59.14 Unrealized -22.2%
ARQ ADVANCED EMISSIONS SOLUTIONS I COM 0.0%
Value ($000) $0 Shares 2,423 Est. Cost $6.88 Unrealized -60.4%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 58 Est. Cost $104.64 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 343 Est. Cost $12.67 Unrealized +6.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $0 Shares 102 Est. Cost $83.33 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $0 Shares 1,149 Est. Cost $5.73 Unrealized -17.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 64 Est. Cost $92.31 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $0 Shares 230 Est. Cost $30.43 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 96 Est. Cost $70.22 Unrealized -23.4%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 103 Est. Cost $79.49 Unrealized -35.2%
CION CION INVT CORP COM 0.0%
Value ($000) $0 Shares 484 Est. Cost $5.96 Unrealized -0.7%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 66 Est. Cost $136.36 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $195.24 Unrealized +56.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $266.67 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $0 Shares 237 Est. Cost $13.34 Unrealized +13.8%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $0 Shares 178 Est. Cost $14.41 Unrealized +49.4%
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 77 Est. Cost $45.57 Unrealized -11.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 406 Est. Cost $18.55 Unrealized -39.1%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 46 Est. Cost $168.61 Unrealized -44.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 499 Est. Cost $11.31 Unrealized -45.6%
ALPINE 4 HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 5,134 Est. Cost $1.36 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $0 Shares 84 Est. Cost $60.70 Unrealized -34.5%
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $19.00 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $236.66 Unrealized +46.1%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 112 Est. Cost $25.42 Unrealized +6.5%
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $0 Shares 63 Est. Cost $63.49 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 105 Est. Cost $75.67 Unrealized -61.2%
ELECTROCORE INC COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.90 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $0 Shares 85 Est. Cost $25.10 Unrealized +2.4%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 54 Est. Cost $25.91 Unrealized +149.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $0 Shares 35 Est. Cost $108.36 Unrealized -14.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 52 Est. Cost $66.01 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $285.71 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $0 Shares 73 Est. Cost $33.27 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $90.89 Unrealized -60.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $337.16 Unrealized -77.5%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $84.00 Unrealized +11.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $166.72 Unrealized -58.7%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $84.16 Unrealized -88.6%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 190 Est. Cost $21.59 Unrealized -53.4%
UDR UDR INC COM 0.0%
Value ($000) $0 Shares 53 Est. Cost $45.16 Unrealized -23.1%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $105.90 Unrealized -16.9%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $0 Shares 183 Est. Cost $16.98 Unrealized
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $167.63 Unrealized +46.3%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 86 Est. Cost $26.23 Unrealized -16.2%
NEW YORK CITY REIT INC COM 0.0%
Value ($000) $0 Shares 1,236 Est. Cost $4.85 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.22 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $85.62 Unrealized +23.1%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $0 Shares 48 Est. Cost $62.50 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $0 Shares 11 Est. Cost $162.54 Unrealized -8.9%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 408 Est. Cost $10.11 Unrealized -48.1%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $0 Shares 79 Est. Cost $25.32 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $0 Shares 110 Est. Cost $18.76 Unrealized
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $0 Shares 25 Est. Cost $41.60 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $0 Shares 21 Est. Cost $66.11 Unrealized -11.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $28.36 Unrealized -11.9%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $0 Shares 26 Est. Cost $125.59 Unrealized -57.8%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.69 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $119.52 Unrealized -77.4%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 399 Est. Cost $6.97 Unrealized -73.9%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 645 Est. Cost $21.71 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $11.71 Unrealized -22.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $426.01 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $200.81 Unrealized +48.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $41.24 Unrealized +48.3%
SKILLZ INC COM 0.0%
Value ($000) $0 Shares 467 Est. Cost $12.85 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.91 Unrealized
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
VIVOS THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $4.15 Unrealized
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.27 Unrealized +72.1%
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.07 Unrealized -83.6%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.13 Unrealized -50.2%
CHWY CHEWY INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.39 Unrealized -40.4%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 181 Est. Cost $11.05 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $72.25 Unrealized -86.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.95 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.80 Unrealized
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -33.2%