Legacy Financial Advisors, Inc. Diversified Active

CIK: 0001730810 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $418,240 (100.0% shares, 0.0% debt)

Holdings (222)

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 16.4%
Value ($000) $68,750 Shares 864,349 Est. Cost $76.53 Unrealized
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 10.7%
Value ($000) $44,811 Shares 677,925 Est. Cost $53.75 Unrealized
AGG ISHARES AGGREGATE BOND ETF 8.9%
Value ($000) $37,198 Shares 386,108 Est. Cost $108.21 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 8.6%
Value ($000) $35,802 Shares 805,073 Est. Cost $42.27 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.4%
Value ($000) $14,147 Shares 268,603 Est. Cost $60.67 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.2%
Value ($000) $13,354 Shares 246,343 Est. Cost $55.14 Unrealized
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 2.8%
Value ($000) $11,632 Shares 204,034 Est. Cost $72.29 Unrealized
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 2.5%
Value ($000) $10,436 Shares 379,640 Est. Cost $40.22 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 2.4%
Value ($000) $10,037 Shares 200,250 Est. Cost $52.49 Unrealized
PG PROCTER AND GAMBLE CO COM 2.4%
Value ($000) $9,929 Shares 78,647 Est. Cost $76.99 Unrealized +69.6%
AAPL APPLE INC 2.1%
Value ($000) $8,687 Shares 62,857 Est. Cost $101.21 Unrealized +52.4%
SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD 1.8%
Value ($000) $7,459 Shares 72,657 Est. Cost $104.27 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 1.3%
Value ($000) $5,265 Shares 136,651 Est. Cost $39.84 Unrealized
MSFT MICROSOFT 1.1%
Value ($000) $4,765 Shares 20,458 Est. Cost $157.67 Unrealized +62.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.9%
Value ($000) $3,920 Shares 53,353 Est. Cost $73.47 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $3,793 Shares 36,296 Est. Cost $88.64 Unrealized +19.2%
VTI VANGUARD TOTAL STK MKT 0.8%
Value ($000) $3,362 Shares 18,734 Est. Cost $182.72 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.7%
Value ($000) $2,913 Shares 118,171 Est. Cost $25.77 Unrealized
IVV ISHARES S&P 500 INDEX 0.7%
Value ($000) $2,906 Shares 8,103 Est. Cost $360.83 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $2,607 Shares 71,713 Est. Cost $37.43 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $2,355 Shares 42,046 Est. Cost $56.01 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $2,340 Shares 15,660 Est. Cost $106.59 Unrealized +33.2%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $2,284 Shares 13,984 Est. Cost $133.57 Unrealized +14.5%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $2,253 Shares 70,494 Est. Cost $24.29 Unrealized +23.1%
AMZN AMAZON.COM INC 0.5%
Value ($000) $2,169 Shares 19,193 Est. Cost $126.97 Unrealized -0.5%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,078 Shares 23,806 Est. Cost $54.24 Unrealized +50.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $2,022 Shares 30,439 Est. Cost $66.43 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $1,923 Shares 3,808 Est. Cost $315.06 Unrealized +57.1%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,842 Shares 45,688 Est. Cost $38.46 Unrealized +2.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $1,817 Shares 49,801 Est. Cost $36.49 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.4%
Value ($000) $1,670 Shares 21,027 Est. Cost $74.27 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,545 Shares 16,064 Est. Cost $110.08 Unrealized +0.7%
PFE PFIZER INC COM 0.4%
Value ($000) $1,528 Shares 34,909 Est. Cost $29.87 Unrealized +35.3%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $1,519 Shares 5,726 Est. Cost $264.45 Unrealized +5.6%
IWV ISHARES RUSSELL 3000 ETF 0.4%
Value ($000) $1,494 Shares 7,214 Est. Cost $208.86 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $1,478 Shares 26,387 Est. Cost $41.62 Unrealized +34.7%
INTC INTEL CORP COM 0.3%
Value ($000) $1,457 Shares 56,533 Est. Cost $38.34 Unrealized -15.7%
MRK MERCK & CO INC 0.3%
Value ($000) $1,384 Shares 16,066 Est. Cost $67.05 Unrealized +19.9%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,290 Shares 8,976 Est. Cost $79.65 Unrealized +66.7%
GOOGL GOOGLE INC 0.3%
Value ($000) $1,280 Shares 13,377 Est. Cost $109.20 Unrealized +0.8%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.3%
Value ($000) $1,277 Shares 50,780 Est. Cost $25.15 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,232 Shares 24,332 Est. Cost $56.68 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.3%
Value ($000) $1,207 Shares 6,927 Est. Cost $174.25 Unrealized
SNA SNAP ON INC COM 0.3%
Value ($000) $1,184 Shares 5,880 Est. Cost $140.94 Unrealized +39.9%
PEP PEPSICO INC COM 0.3%
Value ($000) $1,149 Shares 7,035 Est. Cost $124.54 Unrealized +24.0%
V VISA INC 0.3%
Value ($000) $1,079 Shares 6,072 Est. Cost $199.77 Unrealized -0.7%
HD HOME DEPOT 0.3%
Value ($000) $1,074 Shares 3,893 Est. Cost $247.12 Unrealized +9.5%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,047 Shares 6,764 Est. Cost $134.56 Unrealized +12.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,044 Shares 26,096 Est. Cost $39.23 Unrealized +2.1%
CTAS CINTAS CORP 0.2%
Value ($000) $1,023 Shares 2,635 Est. Cost $74.45 Unrealized +33.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $937 Shares 4,059 Est. Cost $197.05 Unrealized +19.9%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.2%
Value ($000) $931 Shares 20,051 Est. Cost $48.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $906 Shares 3,395 Est. Cost $234.26 Unrealized +21.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $904 Shares 4,262 Est. Cost $168.86 Unrealized +24.9%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $899 Shares 4,098 Est. Cost $207.82 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $898 Shares 3,983 Est. Cost $206.61 Unrealized +5.5%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $894 Shares 20,544 Est. Cost $40.98 Unrealized -1.9%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $877 Shares 23,095 Est. Cost $42.21 Unrealized -15.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $829 Shares 10,131 Est. Cost $61.83 Unrealized +35.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $794 Shares 4,917 Est. Cost $133.29 Unrealized +20.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $782 Shares 3,456 Est. Cost $149.90 Unrealized +46.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $766 Shares 1,983 Est. Cost $327.02 Unrealized +16.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $748 Shares 5,570 Est. Cost $95.50 Unrealized +33.1%
WMT WALMART INC COM 0.2%
Value ($000) $743 Shares 5,726 Est. Cost $41.89 Unrealized +0.2%
CSX CSX CORP 0.2%
Value ($000) $741 Shares 27,814 Est. Cost $26.20 Unrealized +13.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $739 Shares 12,105 Est. Cost $64.49 Unrealized +8.8%
NVDA NVIDIA CORP 0.2%
Value ($000) $714 Shares 5,884 Est. Cost $19.77 Unrealized -20.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $705 Shares 7,473 Est. Cost $125.80 Unrealized -16.9%
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $703 Shares 8,066 Est. Cost $88.25 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $693 Shares 2,436 Est. Cost $324.49 Unrealized +0.2%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $676 Shares 5,693 Est. Cost $107.84 Unrealized +7.2%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $669 Shares 8,280 Est. Cost $90.51 Unrealized -10.7%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $660 Shares 21,844 Est. Cost $29.21 Unrealized +4.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $657 Shares 3,935 Est. Cost $157.45 Unrealized +3.0%
META META PLATFORMS INC CL A 0.2%
Value ($000) $646 Shares 4,762 Est. Cost $245.56 Unrealized -34.5%
AFG AMERICAN FINL GROUP INC O 0.2%
Value ($000) $641 Shares 5,215 Est. Cost $100.36 Unrealized +3.9%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $621 Shares 5,343 Est. Cost $89.11 Unrealized +23.3%
HESS CORP COM 0.1%
Value ($000) $594 Shares 5,448 Est. Cost $43.04 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $589 Shares 2,630 Est. Cost $144.91 Unrealized +56.6%
NFLX NETFLIX COM INC 0.1%
Value ($000) $588 Shares 2,499 Est. Cost $33.74 Unrealized -34.2%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $587 Shares 9,439 Est. Cost $61.94 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $584 Shares 15,787 Est. Cost $33.87 Unrealized +1.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $582 Shares 1,801 Est. Cost $177.50 Unrealized +73.6%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $577 Shares 7,355 Est. Cost $67.07 Unrealized +15.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $561 Shares 2,881 Est. Cost $180.65 Unrealized +13.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $557 Shares 4,968 Est. Cost $79.87 Unrealized +40.4%
MSM MSC INDL DIRECT INC CL A 0.1%
Value ($000) $555 Shares 7,624 Est. Cost $75.01 Unrealized +5.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $550 Shares 9,789 Est. Cost $48.66 Unrealized +17.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $549 Shares 8,896 Est. Cost $55.68 Unrealized +0.2%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $545 Shares 4,120 Est. Cost $95.15 Unrealized +23.8%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $542 Shares 2,108 Est. Cost $250.47 Unrealized +9.7%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $509 Shares 4,508 Est. Cost $117.78 Unrealized +7.9%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $509 Shares 2,299 Est. Cost $172.62 Unrealized +20.5%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $509 Shares 3,763 Est. Cost $98.61 Unrealized +41.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $506 Shares 998 Est. Cost $456.25 Unrealized +21.5%
BA BOEING CO COM 0.1%
Value ($000) $503 Shares 4,157 Est. Cost $188.79 Unrealized -18.8%
GAP GAP INC 0.1%
Value ($000) $498 Shares 60,662 Est. Cost $11.65 Unrealized -30.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $492 Shares 1,043 Est. Cost $389.96 Unrealized +27.7%
D DOMINION RESOURCES INC 0.1%
Value ($000) $485 Shares 7,022 Est. Cost $62.52 Unrealized +9.3%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $485 Shares 6,375 Est. Cost $88.18 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $483 Shares 4,995 Est. Cost $97.78 Unrealized +2.3%
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $469 Shares 1,056 Est. Cost $39.07 Unrealized +23.1%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $454 Shares 15,902 Est. Cost $37.17 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $447 Shares 3,642 Est. Cost $111.29 Unrealized +10.8%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $446 Shares 12,988 Est. Cost $33.08 Unrealized -3.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $443 Shares 5,259 Est. Cost $77.13 Unrealized +1.6%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $441 Shares 8,870 Est. Cost $53.94 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $434 Shares 1,679 Est. Cost $206.96 Unrealized +16.3%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $434 Shares 4,352 Est. Cost $92.63 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $432 Shares 2,301 Est. Cost $157.54 Unrealized +15.8%
CXT CRANE HLDGS CO COM 0.1%
Value ($000) $430 Shares 4,908 Est. Cost $31.73 Unrealized -0.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $426 Shares 4,160 Est. Cost $56.31 Unrealized +56.6%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $420 Shares 3,273 Est. Cost $153.36 Unrealized -16.0%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $416 Shares 3,369 Est. Cost $123.48 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $416 Shares 4,478 Est. Cost $76.97 Unrealized +22.2%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.1%
Value ($000) $411 Shares 17,497 Est. Cost $24.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $408 Shares 5,743 Est. Cost $53.27 Unrealized +16.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $397 Shares 30,097 Est. Cost $10.28 Unrealized +11.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value ($000) $396 Shares 4,113 Est. Cost $86.38 Unrealized +14.3%
DOV DOVER CORP COM 0.1%
Value ($000) $395 Shares 3,388 Est. Cost $104.01 Unrealized +17.6%
MTB M & T BK CORP COM 0.1%
Value ($000) $393 Shares 2,228 Est. Cost $149.08 Unrealized +6.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $388 Shares 4,508 Est. Cost $142.24 Unrealized -37.8%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $386 Shares 8,061 Est. Cost $47.88 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $386 Shares 4,786 Est. Cost $80.74 Unrealized -6.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $385 Shares 4,038 Est. Cost $83.87 Unrealized +4.5%
INTU INTUIT INC 0.1%
Value ($000) $384 Shares 991 Est. Cost $431.20 Unrealized -2.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.1%
Value ($000) $384 Shares 29,634 Est. Cost $13.88 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $381 Shares 4,756 Est. Cost $80.06 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $378 Shares 3,034 Est. Cost $86.24 Unrealized +32.9%
T AT&T INC COM 0.1%
Value ($000) $375 Shares 24,443 Est. Cost $15.40 Unrealized -2.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $371 Shares 8,454 Est. Cost $45.52 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $369 Shares 4,670 Est. Cost $59.10 Unrealized +27.3%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $368 Shares 1,270 Est. Cost $245.99 Unrealized +17.0%
TOTAL SA ADR 0.1%
Value ($000) $359 Shares 7,708 Est. Cost $49.59 Unrealized
HLMN HILLMAN SOLUTIONS CORP COM 0.1%
Value ($000) $358 Shares 47,500 Est. Cost $9.84 Unrealized -10.5%
KR KROGER CO COM 0.1%
Value ($000) $357 Shares 8,163 Est. Cost $32.91 Unrealized +33.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $353 Shares 32,000 Est. Cost $7.69 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $350 Shares 4,854 Est. Cost $50.25 Unrealized +26.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $348 Shares 4,191 Est. Cost $66.04 Unrealized +22.6%
DE DEERE & CO COM 0.1%
Value ($000) $342 Shares 1,024 Est. Cost $275.16 Unrealized +18.7%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $341 Shares 3,789 Est. Cost $99.14 Unrealized -3.3%
ADSK AUTODESK INC 0.1%
Value ($000) $340 Shares 1,822 Est. Cost $251.73 Unrealized -19.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $339 Shares 1,457 Est. Cost $244.82 Unrealized -7.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $339 Shares 11,564 Est. Cost $37.65 Unrealized -10.5%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $338 Shares 2,423 Est. Cost $157.11 Unrealized -5.2%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $335 Shares 1,095 Est. Cost $307.25 Unrealized +10.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $334 Shares 3,359 Est. Cost $54.20 Unrealized +60.3%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $333 Shares 4,688 Est. Cost $83.89 Unrealized -6.3%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $330 Shares 5,226 Est. Cost $60.33 Unrealized -0.1%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $329 Shares 3,209 Est. Cost $109.48 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $329 Shares 1,536 Est. Cost $260.60 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $318 Shares 5,123 Est. Cost $57.80 Unrealized +3.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $317 Shares 7,893 Est. Cost $35.60 Unrealized +10.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $313 Shares 2,317 Est. Cost $152.66 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $312 Shares 1,123 Est. Cost $246.41 Unrealized +7.5%
NKE NIKE INC CLASS B 0.1%
Value ($000) $312 Shares 3,760 Est. Cost $106.84 Unrealized -4.9%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $309 Shares 5,626 Est. Cost $61.46 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $305 Shares 648 Est. Cost $401.25 Unrealized +12.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $304 Shares 1,669 Est. Cost $159.31 Unrealized +14.1%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $300 Shares 3,453 Est. Cost $43.59 Unrealized +5.7%
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $299 Shares 25,237 Est. Cost $17.91 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $291 Shares 3,416 Est. Cost $123.17 Unrealized -25.2%
VFC V F CORP COM 0.1%
Value ($000) $287 Shares 9,596 Est. Cost $59.41 Unrealized -27.4%
INGR INGREDION INC COM 0.1%
Value ($000) $285 Shares 3,538 Est. Cost $83.20 Unrealized +5.5%
CMA COMERICA INC COM 0.1%
Value ($000) $283 Shares 3,978 Est. Cost $55.84 Unrealized +18.5%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $279 Shares 405 Est. Cost $614.61 Unrealized +1.8%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $276 Shares 392 Est. Cost $43.91 Unrealized +6.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $274 Shares 4,991 Est. Cost $55.76 Unrealized +1.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $272 Shares 654 Est. Cost $540.59 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $267 Shares 1,509 Est. Cost $147.53 Unrealized +15.6%
CTRA CABOT OIL & GAS CP COM 0.1%
Value ($000) $267 Shares 10,236 Est. Cost $16.87 Unrealized +46.5%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $266 Shares 2,041 Est. Cost $162.16 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $265 Shares 3,236 Est. Cost $84.96 Unrealized +10.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $263 Shares 2,661 Est. Cost $84.04 Unrealized +14.5%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $263 Shares 1,442 Est. Cost $149.46 Unrealized +25.6%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $262 Shares 1,950 Est. Cost $127.65 Unrealized +6.3%
UAL UNITED CONTL HLDGS INC 0.1%
Value ($000) $261 Shares 8,010 Est. Cost $43.35 Unrealized -14.2%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $260 Shares 9,226 Est. Cost $22.52 Unrealized +26.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $260 Shares 889 Est. Cost $318.60 Unrealized -6.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $259 Shares 5,318 Est. Cost $66.49 Unrealized
RHI ROBERT HALF INTL INC COM 0.1%
Value ($000) $256 Shares 3,349 Est. Cost $88.52 Unrealized -11.7%
BLACKROCK INC 0.1%
Value ($000) $254 Shares 461 Est. Cost $732.71 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $253 Shares 1,582 Est. Cost $149.17 Unrealized +4.9%
KE KIMBALL ELECTRONICS INC COM 0.1%
Value ($000) $252 Shares 14,696 Est. Cost $19.38 Unrealized +5.2%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $252 Shares 4,073 Est. Cost $60.60 Unrealized -28.7%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $249 Shares 6,702 Est. Cost $25.29 Unrealized +33.7%
CRM SALESFORCE COM 0.1%
Value ($000) $249 Shares 1,732 Est. Cost $218.81 Unrealized -23.4%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $245 Shares 539 Est. Cost $398.88 Unrealized +14.1%
FFBC FIRST FINL BANCORP OH COM 0.1%
Value ($000) $240 Shares 11,373 Est. Cost $18.16 Unrealized +4.2%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $238 Shares 10,000 Est. Cost $19.60 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $237 Shares 2,125 Est. Cost $94.05 Unrealized +3.8%
AON AON CORP 0.1%
Value ($000) $235 Shares 879 Est. Cost $289.40 Unrealized -4.7%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $232 Shares 1,845 Est. Cost $123.09 Unrealized +9.6%
ACTIVISION INC 0.1%
Value ($000) $228 Shares 3,061 Est. Cost $79.75 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $227 Shares 743 Est. Cost $372.81 Unrealized -6.7%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $227 Shares 3,700 Est. Cost $64.74 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $227 Shares 1,386 Est. Cost $171.96 Unrealized 0.0%
HP HELMERICH & PAYNE INC COM 0.1%
Value ($000) $226 Shares 6,106 Est. Cost $34.45 Unrealized +22.1%
CTVA CORTEVA INC COM 0.1%
Value ($000) $221 Shares 3,862 Est. Cost $56.17 Unrealized 0.0%
LINDE PLC SHS 0.1%
Value ($000) $220 Shares 816 Est. Cost $297.98 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $219 Shares 3,050 Est. Cost $66.19 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $218 Shares 1,463 Est. Cost $151.76 Unrealized +0.4%
VO VANGUARD MID CAP 0.1%
Value ($000) $216 Shares 1,147 Est. Cost $188.32 Unrealized
EA ELECTRONICS ARTS 0.1%
Value ($000) $212 Shares 1,834 Est. Cost $126.95 Unrealized -2.2%
DG DOLLAR GEN CORP 0.1%
Value ($000) $210 Shares 876 Est. Cost $219.74 Unrealized +5.6%
BCE BCE INC COM NEW 0.0%
Value ($000) $209 Shares 4,973 Est. Cost $37.27 Unrealized +1.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $207 Shares 3,391 Est. Cost $60.65 Unrealized 0.0%
ADBE ADOBE SYS INC 0.0%
Value ($000) $207 Shares 753 Est. Cost $484.02 Unrealized -21.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $206 Shares 2,047 Est. Cost $47.51 Unrealized +6.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $202 Shares 1,499 Est. Cost $144.95 Unrealized 0.0%
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $201 Shares 2,739 Est. Cost $99.49 Unrealized
SKYW SKYWEST INC 0.0%
Value ($000) $163 Shares 10,000 Est. Cost $26.26 Unrealized -19.3%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $155 Shares 15,327 Est. Cost $17.75 Unrealized -28.4%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $155 Shares 20,879 Est. Cost $11.86 Unrealized -34.4%
F FORD MOTOR COMPANY 0.0%
Value ($000) $147 Shares 13,150 Est. Cost $13.95 Unrealized -22.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $143 Shares 12,411 Est. Cost $17.64 Unrealized -23.0%
SIRIUS XM RADIO INC 0.0%
Value ($000) $85 Shares 14,966 Est. Cost $6.61 Unrealized
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $76 Shares 20,586 Est. Cost $3.69 Unrealized
NOK NOKIA CORP ADR 0.0%
Value ($000) $73 Shares 17,002 Est. Cost $5.08 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $72 Shares 10,370 Est. Cost $28.67 Unrealized -64.5%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $65 Shares 14,403 Est. Cost $5.62 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $56 Shares 31,353 Est. Cost $1.79 Unrealized