Legacy Financial Advisors, Inc. Diversified Active

CIK: 0001730810 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $604,870 (100.0% shares, 0.0% debt)

Holdings (345)

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 10.5%
Value ($000) $63,512 Shares 784,774 Est. Cost $67.51 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 4.5%
Value ($000) $27,089 Shares 210,612 Est. Cost $76.77 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 3.3%
Value ($000) $20,210 Shares 673,433 Est. Cost $32.83 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $20,079 Shares 80,182 Est. Cost $123.01 Unrealized +90.6%
XC WISDOMTREE EMERGING MARKETS EX-CHINA FUND 3.1%
Value ($000) $19,027 Shares 618,931 Est. Cost $28.16 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 3.0%
Value ($000) $18,175 Shares 217,454 Est. Cost $75.49 Unrealized
GQI NATIXIS GATEWAY QUALITY INCOME ETF 2.9%
Value ($000) $17,633 Shares 324,266 Est. Cost $53.65 Unrealized
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND 2.9%
Value ($000) $17,606 Shares 357,410 Est. Cost $32.92 Unrealized
MSFT MICROSOFT 2.5%
Value ($000) $14,902 Shares 35,355 Est. Cost $226.24 Unrealized +86.7%
JMUB JPMORGAN MUNICIPAL ETF 2.4%
Value ($000) $14,735 Shares 293,820 Est. Cost $49.03 Unrealized
NVDA NVIDIA CORP 2.3%
Value ($000) $13,716 Shares 102,137 Est. Cost $93.57 Unrealized +47.3%
PG PROCTER AND GAMBLE CO COM 2.2%
Value ($000) $13,387 Shares 79,849 Est. Cost $85.22 Unrealized +94.5%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 2.1%
Value ($000) $12,536 Shares 483,659 Est. Cost $25.92 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.0%
Value ($000) $11,887 Shares 193,784 Est. Cost $42.27 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.5%
Value ($000) $9,153 Shares 38,183 Est. Cost $95.32 Unrealized +139.2%
AMZN AMAZON.COM INC 1.4%
Value ($000) $8,311 Shares 37,881 Est. Cost $132.20 Unrealized +54.8%
TSLA TESLA MOTORS INC 1.2%
Value ($000) $7,066 Shares 17,498 Est. Cost $227.81 Unrealized +41.2%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 1.1%
Value ($000) $6,678 Shares 75,207 Est. Cost $53.75 Unrealized
META META PLATFORMS INC CL A 1.1%
Value ($000) $6,364 Shares 10,870 Est. Cost $233.29 Unrealized +150.7%
GOOGL GOOGLE INC 0.9%
Value ($000) $5,246 Shares 27,711 Est. Cost $117.22 Unrealized +48.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $5,117 Shares 49,531 Est. Cost $55.14 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $4,887 Shares 25,663 Est. Cost $119.41 Unrealized +47.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $4,792 Shares 68,190 Est. Cost $60.93 Unrealized
V VISA INC 0.7%
Value ($000) $4,259 Shares 13,476 Est. Cost $218.45 Unrealized +36.6%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.7%
Value ($000) $4,181 Shares 79,337 Est. Cost $50.19 Unrealized
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.6%
Value ($000) $3,888 Shares 108,047 Est. Cost $39.23 Unrealized
VTI VANGUARD TOTAL STK MKT 0.6%
Value ($000) $3,817 Shares 13,169 Est. Cost $190.53 Unrealized
NFLX NETFLIX COM INC 0.6%
Value ($000) $3,703 Shares 4,154 Est. Cost $37.27 Unrealized +120.8%
AVGO AVAGO TECHNOLOGIES LTD 0.6%
Value ($000) $3,610 Shares 15,571 Est. Cost $148.48 Unrealized +23.2%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.6%
Value ($000) $3,328 Shares 60,009 Est. Cost $47.47 Unrealized
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $3,259 Shares 77,077 Est. Cost $24.77 Unrealized +73.3%
IVV ISHARES S&P 500 INDEX 0.5%
Value ($000) $3,256 Shares 5,531 Est. Cost $378.78 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $3,160 Shares 18,961 Est. Cost $81.58 Unrealized +115.6%
HD HOME DEPOT 0.5%
Value ($000) $3,020 Shares 7,763 Est. Cost $272.71 Unrealized +45.7%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $3,017 Shares 15,646 Est. Cost $109.24 Unrealized +73.3%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,979 Shares 27,694 Est. Cost $70.06 Unrealized +60.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $2,960 Shares 6,531 Est. Cost $292.79 Unrealized +57.7%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.5%
Value ($000) $2,846 Shares 111,262 Est. Cost $25.30 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $2,831 Shares 5,597 Est. Cost $381.71 Unrealized +44.8%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $2,733 Shares 52,825 Est. Cost $52.80 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $2,731 Shares 57,105 Est. Cost $40.45 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $2,373 Shares 26,263 Est. Cost $54.21 Unrealized +58.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $2,306 Shares 15,944 Est. Cost $142.54 Unrealized +4.9%
KO COCA COLA CO COM 0.4%
Value ($000) $2,304 Shares 37,014 Est. Cost $46.14 Unrealized +36.7%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $2,280 Shares 2,954 Est. Cost $299.58 Unrealized +174.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $2,240 Shares 37,842 Est. Cost $42.14 Unrealized +31.4%
CRM SALESFORCE COM 0.4%
Value ($000) $2,192 Shares 6,555 Est. Cost $213.63 Unrealized +48.3%
MA MASTERCARD INC 0.3%
Value ($000) $2,066 Shares 3,924 Est. Cost $342.37 Unrealized +50.3%
SNA SNAP ON INC COM 0.3%
Value ($000) $2,001 Shares 5,895 Est. Cost $153.76 Unrealized +113.0%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,946 Shares 13,437 Est. Cost $108.40 Unrealized +34.2%
BA BOEING CO COM 0.3%
Value ($000) $1,942 Shares 10,970 Est. Cost $185.62 Unrealized -15.5%
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $1,790 Shares 26,701 Est. Cost $64.40 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $1,753 Shares 39,079 Est. Cost $46.04 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,744 Shares 9,299 Est. Cost $143.10 Unrealized +35.0%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $1,727 Shares 39,285 Est. Cost $29.56 Unrealized +44.9%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,724 Shares 39,739 Est. Cost $30.93 Unrealized +36.8%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.3%
Value ($000) $1,720 Shares 8,707 Est. Cost $85.15 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,719 Shares 6,596 Est. Cost $226.01 Unrealized +26.6%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,680 Shares 44,755 Est. Cost $35.96 Unrealized +11.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,672 Shares 9,408 Est. Cost $121.63 Unrealized +45.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.3%
Value ($000) $1,662 Shares 32,994 Est. Cost $50.37 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $1,652 Shares 2,819 Est. Cost $527.50 Unrealized
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,638 Shares 7,449 Est. Cost $127.57 Unrealized +69.6%
UNP UNION PAC CORP COM 0.3%
Value ($000) $1,623 Shares 7,118 Est. Cost $194.53 Unrealized +18.4%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,575 Shares 1,718 Est. Cost $447.14 Unrealized +106.3%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $1,535 Shares 32,098 Est. Cost $37.95 Unrealized +22.9%
CME CHICAGO MERCANTILE HLDGS INC 0.3%
Value ($000) $1,533 Shares 6,603 Est. Cost $189.79 Unrealized +15.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,522 Shares 38,055 Est. Cost $38.13 Unrealized +3.3%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,452 Shares 13,036 Est. Cost $106.39 Unrealized -2.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $1,445 Shares 28,831 Est. Cost $51.05 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,444 Shares 4,980 Est. Cost $219.19 Unrealized +32.4%
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $1,401 Shares 3,983 Est. Cost $279.59 Unrealized +26.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,393 Shares 11,046 Est. Cost $132.43 Unrealized -7.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $1,376 Shares 18,191 Est. Cost $25.42 Unrealized +129.2%
CTAS CINTAS CORP 0.2%
Value ($000) $1,340 Shares 7,336 Est. Cost $160.11 Unrealized +30.1%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $1,335 Shares 13,721 Est. Cost $95.83 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.2%
Value ($000) $1,268 Shares 2,744 Est. Cost $150.32 Unrealized +211.6%
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $1,255 Shares 5,239 Est. Cost $109.58 Unrealized +111.7%
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $1,219 Shares 16,077 Est. Cost $55.22 Unrealized +26.7%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,214 Shares 7,985 Est. Cost $135.54 Unrealized +15.5%
ISRG INTUITIVE SURGICAL, INC. 0.2%
Value ($000) $1,214 Shares 2,325 Est. Cost $309.04 Unrealized +68.5%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.2%
Value ($000) $1,198 Shares 26,176 Est. Cost $40.33 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $1,195 Shares 9,259 Est. Cost $80.31 Unrealized +59.9%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $1,191 Shares 11,200 Est. Cost $55.79 Unrealized +74.3%
MRK MERCK & CO INC 0.2%
Value ($000) $1,190 Shares 11,962 Est. Cost $77.31 Unrealized +27.7%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.2%
Value ($000) $1,180 Shares 33,254 Est. Cost $36.06 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.2%
Value ($000) $1,173 Shares 13,636 Est. Cost $100.89 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,167 Shares 4,429 Est. Cost $185.15 Unrealized +52.3%
CFR CULLEN FROST BANKERS INC COM 0.2%
Value ($000) $1,150 Shares 8,569 Est. Cost $94.54 Unrealized +34.2%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $1,135 Shares 6,805 Est. Cost $84.27 Unrealized +110.2%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $1,131 Shares 16,100 Est. Cost $46.39 Unrealized +43.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $1,113 Shares 3,802 Est. Cost $180.81 Unrealized +59.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,107 Shares 2,128 Est. Cost $497.77 Unrealized +10.0%
HLMN HILLMAN SOLUTIONS CORP COM 0.2%
Value ($000) $1,096 Shares 112,500 Est. Cost $8.50 Unrealized +25.8%
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,080 Shares 14,279 Est. Cost $85.03 Unrealized -10.1%
ADSK AUTODESK INC 0.2%
Value ($000) $1,080 Shares 3,655 Est. Cost $232.12 Unrealized +27.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,079 Shares 9,543 Est. Cost $101.76 Unrealized +11.4%
PFE PFIZER INC COM 0.2%
Value ($000) $1,073 Shares 40,436 Est. Cost $27.94 Unrealized -10.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,067 Shares 11,688 Est. Cost $81.36 Unrealized +15.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,063 Shares 8,832 Est. Cost $82.63 Unrealized +45.9%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,061 Shares 13,283 Est. Cost $84.18 Unrealized -0.4%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,061 Shares 8,781 Est. Cost $71.00 Unrealized +65.8%
NOW SERVICE NOW INC 0.2%
Value ($000) $1,039 Shares 980 Est. Cost $116.32 Unrealized +74.2%
VRTX VERTEX PHARMACEUTICALS IN 0.2%
Value ($000) $1,028 Shares 2,552 Est. Cost $310.81 Unrealized +49.1%
TM TOYOTA MOTOR CORP ADS 0.2%
Value ($000) $1,004 Shares 5,157 Est. Cost $177.62 Unrealized
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.2%
Value ($000) $1,000 Shares 35,327 Est. Cost $30.48 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $964 Shares 6,274 Est. Cost $135.35 Unrealized +17.9%
SONY SONY GROUP CORP SPONSORED ADR 0.2%
Value ($000) $941 Shares 44,449 Est. Cost $29.98 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $918 Shares 16,182 Est. Cost $48.88 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $917 Shares 7,920 Est. Cost $78.90 Unrealized +49.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $915 Shares 3,084 Est. Cost $172.43 Unrealized +64.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $911 Shares 1,591 Est. Cost $350.10 Unrealized +55.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $907 Shares 2,642 Est. Cost $174.79 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $896 Shares 3,632 Est. Cost $188.90 Unrealized +38.5%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.1%
Value ($000) $892 Shares 33,582 Est. Cost $27.06 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $855 Shares 46,712 Est. Cost $18.44 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADR 0.1%
Value ($000) $854 Shares 17,276 Est. Cost $35.36 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $843 Shares 3,730 Est. Cost $171.04 Unrealized +19.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $837 Shares 1,722 Est. Cost $358.21 Unrealized +47.2%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $834 Shares 2,513 Est. Cost $180.39 Unrealized +92.4%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.1%
Value ($000) $828 Shares 3,877 Est. Cost $218.04 Unrealized 0.0%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $823 Shares 13,133 Est. Cost $57.43 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $821 Shares 1,185 Est. Cost $608.58 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $813 Shares 3,826 Est. Cost $163.28 Unrealized +32.8%
INTU INTUIT INC 0.1%
Value ($000) $812 Shares 1,292 Est. Cost $493.25 Unrealized +28.7%
RHI ROBERT HALF INC. COM 0.1%
Value ($000) $809 Shares 11,475 Est. Cost $78.47 Unrealized -9.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $802 Shares 11,190 Est. Cost $65.80 Unrealized +14.0%
MS MORGAN STANLEY 0.1%
Value ($000) $799 Shares 6,358 Est. Cost $70.86 Unrealized +68.7%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $792 Shares 7,002 Est. Cost $98.05 Unrealized +11.2%
BKH BLACK HILLS CORP COM 0.1%
Value ($000) $783 Shares 13,375 Est. Cost $52.11 Unrealized +10.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $782 Shares 2,155 Est. Cost $236.24 Unrealized +61.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $776 Shares 7,826 Est. Cost $80.26 Unrealized +27.5%
LIN LINDE PLC SHS 0.1%
Value ($000) $776 Shares 1,853 Est. Cost $345.60 Unrealized +29.8%
O REALTY INCOME CORP COM 0.1%
Value ($000) $767 Shares 14,357 Est. Cost $49.27 Unrealized +10.6%
DOV DOVER CORP COM 0.1%
Value ($000) $765 Shares 4,077 Est. Cost $113.67 Unrealized +69.8%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $764 Shares 14,544 Est. Cost $51.20 Unrealized +3.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $756 Shares 3,924 Est. Cost $99.34 Unrealized +91.1%
HESS CORP COM 0.1%
Value ($000) $753 Shares 5,659 Est. Cost $46.26 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.1%
Value ($000) $745 Shares 7,566 Est. Cost $97.03 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $737 Shares 6,467 Est. Cost $88.94 Unrealized +37.2%
INTC INTEL CORP COM 0.1%
Value ($000) $734 Shares 36,595 Est. Cost $35.47 Unrealized -36.4%
CB CHUBB LIMITED COM 0.1%
Value ($000) $723 Shares 2,618 Est. Cost $180.75 Unrealized +55.7%
BLK BLACKROCK INC 0.1%
Value ($000) $723 Shares 706 Est. Cost $850.50 Unrealized +16.5%
SAP SAP AKTIENGESELLSCHAFT ADR 0.1%
Value ($000) $720 Shares 2,924 Est. Cost $175.34 Unrealized
KE KIMBALL ELECTRONICS INC COM 0.1%
Value ($000) $713 Shares 38,051 Est. Cost $21.13 Unrealized -11.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $711 Shares 12,568 Est. Cost $49.88 Unrealized +5.4%
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $708 Shares 40,591 Est. Cost $12.58 Unrealized +14.3%
DE DEERE & CO COM 0.1%
Value ($000) $694 Shares 1,639 Est. Cost $331.93 Unrealized +24.7%
T AT&T INC COM 0.1%
Value ($000) $684 Shares 30,032 Est. Cost $16.72 Unrealized +28.6%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $683 Shares 4,200 Est. Cost $117.00 Unrealized +53.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $683 Shares 7,998 Est. Cost $60.26 Unrealized +39.2%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $678 Shares 4,495 Est. Cost $116.31 Unrealized +31.2%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $676 Shares 2,055 Est. Cost $163.22 Unrealized +91.1%
TOTAL SA ADR 0.1%
Value ($000) $675 Shares 12,388 Est. Cost $57.45 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $675 Shares 1,517 Est. Cost $457.58 Unrealized +8.2%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.1%
Value ($000) $673 Shares 6,950 Est. Cost $96.83 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $671 Shares 3,830 Est. Cost $153.10 Unrealized +14.9%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $669 Shares 4,800 Est. Cost $80.06 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value ($000) $666 Shares 6,444 Est. Cost $83.40 Unrealized +25.7%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $658 Shares 1,034 Est. Cost $397.40 Unrealized +64.9%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $655 Shares 1,314 Est. Cost $377.62 Unrealized +33.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $651 Shares 4,644 Est. Cost $84.60 Unrealized +62.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $650 Shares 22,002 Est. Cost $35.16 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $637 Shares 2,197 Est. Cost $254.08 Unrealized +19.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $634 Shares 5,888 Est. Cost $81.24 Unrealized +33.9%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $624 Shares 5,448 Est. Cost $117.37 Unrealized -6.0%
GLD SPDR GOLD ETF 0.1%
Value ($000) $623 Shares 2,573 Est. Cost $230.67 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $609 Shares 14,357 Est. Cost $33.28 Unrealized +17.8%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $604 Shares 5,002 Est. Cost $102.33 Unrealized +40.6%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $601 Shares 6,579 Est. Cost $80.67 Unrealized +20.6%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $588 Shares 9,436 Est. Cost $92.51 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $585 Shares 3,600 Est. Cost $148.50 Unrealized +6.0%
COR CENCORA INC COM 0.1%
Value ($000) $584 Shares 2,600 Est. Cost $119.74 Unrealized +94.7%
RIO RIO TINTO PLC SPON ADR 0.1%
Value ($000) $582 Shares 9,894 Est. Cost $67.81 Unrealized
OCC OPTICAL CABLE CORP COM NEW 0.1%
Value ($000) $581 Shares 161,076 Est. Cost $2.86 Unrealized -13.8%
DHR DANAHER CORP 0.1%
Value ($000) $579 Shares 2,523 Est. Cost $215.49 Unrealized +13.2%
CLSK CLEANSPARK INC COM NEW 0.1%
Value ($000) $577 Shares 62,674 Est. Cost $12.11 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $574 Shares 484 Est. Cost $48.21 Unrealized +67.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $566 Shares 6,383 Est. Cost $107.34 Unrealized -19.2%
AFG AMERICAN FINL GROUP INC O 0.1%
Value ($000) $565 Shares 4,127 Est. Cost $100.98 Unrealized +24.7%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $563 Shares 17,937 Est. Cost $30.32 Unrealized -1.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $551 Shares 111 Est. Cost $2563.39 Unrealized +85.9%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.1%
Value ($000) $540 Shares 13,716 Est. Cost $38.40 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $539 Shares 33,125 Est. Cost $10.47 Unrealized +50.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $535 Shares 9,306 Est. Cost $24.13 Unrealized +55.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $526 Shares 3,923 Est. Cost $119.37 Unrealized +10.8%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $519 Shares 728 Est. Cost $737.57 Unrealized +13.2%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $510 Shares 4,229 Est. Cost $100.56 Unrealized +22.8%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.1%
Value ($000) $504 Shares 2,184 Est. Cost $107.87 Unrealized +102.2%
INGR INGREDION INC COM 0.1%
Value ($000) $502 Shares 3,652 Est. Cost $87.56 Unrealized +60.8%
D DOMINION RESOURCES INC 0.1%
Value ($000) $501 Shares 9,310 Est. Cost $48.66 Unrealized +11.1%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $500 Shares 2,264 Est. Cost $136.73 Unrealized +63.4%
EOG EOG RESOURCES INC 0.1%
Value ($000) $497 Shares 4,057 Est. Cost $105.71 Unrealized +16.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $496 Shares 3,554 Est. Cost $80.62 Unrealized +84.6%
MTB M & T BK CORP COM 0.1%
Value ($000) $494 Shares 2,627 Est. Cost $145.64 Unrealized +31.9%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $492 Shares 2,317 Est. Cost $163.10 Unrealized +33.5%
KR KROGER CO COM 0.1%
Value ($000) $492 Shares 8,038 Est. Cost $38.34 Unrealized +49.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $491 Shares 6,638 Est. Cost $63.86 Unrealized +15.6%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $475 Shares 5,320 Est. Cost $63.02 Unrealized +39.7%
F FORD MOTOR COMPANY 0.1%
Value ($000) $471 Shares 47,609 Est. Cost $10.73 Unrealized -8.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $466 Shares 2,611 Est. Cost $119.14 Unrealized +43.3%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $463 Shares 7,073 Est. Cost $65.62 Unrealized
MSM MSC INDL DIRECT INC CL A 0.1%
Value ($000) $463 Shares 6,195 Est. Cost $80.14 Unrealized +2.8%
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $460 Shares 12,672 Est. Cost $32.29 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $459 Shares 11,548 Est. Cost $33.91 Unrealized +17.8%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $458 Shares 5,087 Est. Cost $45.87 Unrealized +74.1%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $452 Shares 1,620 Est. Cost $178.50 Unrealized +52.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $450 Shares 1,219 Est. Cost $229.76 Unrealized +71.3%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $446 Shares 919 Est. Cost $310.42 Unrealized +68.4%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.1%
Value ($000) $444 Shares 4,108 Est. Cost $41.77 Unrealized +158.1%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $441 Shares 13,899 Est. Cost $23.93 Unrealized +25.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $441 Shares 7,310 Est. Cost $60.81 Unrealized -0.9%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $437 Shares 2,315 Est. Cost $181.83 Unrealized +15.6%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $437 Shares 2,739 Est. Cost $99.49 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $436 Shares 2,530 Est. Cost $100.19 Unrealized +65.3%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $424 Shares 5,287 Est. Cost $83.86 Unrealized +5.0%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $423 Shares 3,997 Est. Cost $105.57 Unrealized +4.4%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $422 Shares 5,400 Est. Cost $54.26 Unrealized +49.5%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $420 Shares 780 Est. Cost $538.72 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $417 Shares 4,716 Est. Cost $61.94 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $417 Shares 15,258 Est. Cost $40.36 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $415 Shares 8,500 Est. Cost $56.75 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $414 Shares 5,031 Est. Cost $60.56 Unrealized +39.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $414 Shares 1,378 Est. Cost $177.36 Unrealized +63.9%
FISV FISERV INC 0.1%
Value ($000) $411 Shares 2,000 Est. Cost $116.11 Unrealized +75.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $408 Shares 3,894 Est. Cost $71.71 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $408 Shares 850 Est. Cost $413.34 Unrealized +13.5%
MCO MOODYS CORP 0.1%
Value ($000) $408 Shares 862 Est. Cost $305.69 Unrealized +54.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $406 Shares 1,195 Est. Cost $247.71 Unrealized +49.2%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $400 Shares 2,131 Est. Cost $135.92 Unrealized +48.2%
SYK STRYKER CORP 0.1%
Value ($000) $396 Shares 1,099 Est. Cost $299.31 Unrealized +22.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.1%
Value ($000) $395 Shares 5,099 Est. Cost $54.21 Unrealized +48.8%
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $392 Shares 3,401 Est. Cost $96.03 Unrealized
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $390 Shares 2,263 Est. Cost $147.09 Unrealized +14.7%
CCEP COCA COLA ENTERPRISEINC 0.1%
Value ($000) $386 Shares 5,026 Est. Cost $59.98 Unrealized +24.4%
SEIC SEI INVESTMENTS CO 0.1%
Value ($000) $384 Shares 4,652 Est. Cost $60.47 Unrealized +27.5%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $384 Shares 5,682 Est. Cost $52.50 Unrealized +22.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $381 Shares 2,094 Est. Cost $175.27 Unrealized +7.8%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $376 Shares 1,361 Est. Cost $267.50 Unrealized +16.4%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $374 Shares 11,429 Est. Cost $44.73 Unrealized -18.5%
DEO DIAGEO PLC 0.1%
Value ($000) $374 Shares 2,938 Est. Cost $136.64 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $372 Shares 1,587 Est. Cost $211.41 Unrealized +17.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $367 Shares 7,025 Est. Cost $38.36 Unrealized +27.3%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $367 Shares 3,318 Est. Cost $102.84 Unrealized 0.0%
SABR SABRE CORP COM 0.1%
Value ($000) $365 Shares 100,000 Est. Cost $3.61 Unrealized +1.6%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $364 Shares 5,040 Est. Cost $75.99 Unrealized -1.3%
BDC BELDEN CDT INC 0.1%
Value ($000) $363 Shares 3,226 Est. Cost $73.99 Unrealized +61.0%
FDX FEDEX CORP 0.1%
Value ($000) $356 Shares 1,267 Est. Cost $203.77 Unrealized +33.4%
ING ING GROEP NV ADR 0.1%
Value ($000) $356 Shares 22,690 Est. Cost $14.34 Unrealized
WELL HEALTH CARE REIT INC 0.1%
Value ($000) $351 Shares 2,787 Est. Cost $89.73 Unrealized +43.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $348 Shares 5,833 Est. Cost $57.81 Unrealized +10.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $348 Shares 3,139 Est. Cost $113.02 Unrealized +3.9%
FFBC FIRST FINL BANCORP OH COM 0.1%
Value ($000) $347 Shares 12,891 Est. Cost $18.35 Unrealized +42.3%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $345 Shares 548 Est. Cost $347.96 Unrealized +92.3%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $341 Shares 7,513 Est. Cost $41.97 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $340 Shares 360 Est. Cost $709.55 Unrealized +26.5%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.1%
Value ($000) $332 Shares 11,220 Est. Cost $32.31 Unrealized
AON AON CORP 0.1%
Value ($000) $331 Shares 921 Est. Cost $293.45 Unrealized +24.5%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.1%
Value ($000) $327 Shares 3,812 Est. Cost $81.43 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.1%
Value ($000) $326 Shares 4,000 Est. Cost $66.13 Unrealized +18.9%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $326 Shares 3,789 Est. Cost $64.42 Unrealized +47.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $324 Shares 3,831 Est. Cost $51.63 Unrealized +65.2%
UBS UBS AG NEW F 0.1%
Value ($000) $322 Shares 10,619 Est. Cost $31.70 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $322 Shares 9,976 Est. Cost $27.60 Unrealized +22.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $321 Shares 684 Est. Cost $418.15 Unrealized +17.9%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $318 Shares 1,577 Est. Cost $152.26 Unrealized +38.7%
MCK MCKESSON CORP 0.1%
Value ($000) $318 Shares 558 Est. Cost $409.48 Unrealized +36.1%
XYZ BLOCK INC CL A 0.1%
Value ($000) $317 Shares 3,733 Est. Cost $58.67 Unrealized +39.8%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $314 Shares 2,530 Est. Cost $119.02 Unrealized 0.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $312 Shares 2,335 Est. Cost $123.37 Unrealized +15.4%
SW SMURFIT WESTROCK PLC SHS 0.1%
Value ($000) $310 Shares 5,763 Est. Cost $44.07 Unrealized +12.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $310 Shares 2,404 Est. Cost $74.66 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $295 Shares 3,198 Est. Cost $87.00 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $293 Shares 4,739 Est. Cost $41.39 Unrealized +49.1%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $291 Shares 872 Est. Cost $208.86 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $290 Shares 5,216 Est. Cost $55.66 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $290 Shares 5,735 Est. Cost $54.89 Unrealized -5.7%
GOGO GOGO INC COM USD0.0001 0.0%
Value ($000) $283 Shares 35,000 Est. Cost $9.00 Unrealized -17.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $283 Shares 3,338 Est. Cost $74.62 Unrealized
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $282 Shares 994 Est. Cost $240.93 Unrealized +19.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $281 Shares 761 Est. Cost $436.48 Unrealized -6.2%
M MACYS INC COM 0.0%
Value ($000) $280 Shares 16,548 Est. Cost $14.10 Unrealized +13.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $276 Shares 23,591 Est. Cost $8.05 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $276 Shares 2,414 Est. Cost $98.80 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $274 Shares 1,138 Est. Cost $217.94 Unrealized +12.4%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $274 Shares 1,108 Est. Cost $205.88 Unrealized +18.6%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $272 Shares 2,713 Est. Cost $83.25 Unrealized +16.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $270 Shares 4,240 Est. Cost $64.49 Unrealized -0.6%
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $270 Shares 12,760 Est. Cost $20.93 Unrealized
QFIN QIFU TECHNOLOGY INC AMERICAN DEP 0.0%
Value ($000) $269 Shares 7,000 Est. Cost $29.81 Unrealized
KOF COCA COLA FEMSA SA SPON ADR SPONSORED ADR 0.0%
Value ($000) $268 Shares 3,443 Est. Cost $82.22 Unrealized
CCJ CAMECO CORP F 0.0%
Value ($000) $266 Shares 5,174 Est. Cost $50.93 Unrealized +6.6%
WDAY WORKDAY INC COM 0.0%
Value ($000) $265 Shares 1,026 Est. Cost $241.40 Unrealized +5.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $264 Shares 1,127 Est. Cost $211.46 Unrealized +16.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $256 Shares 1,718 Est. Cost $112.70 Unrealized +38.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $255 Shares 3,348 Est. Cost $25.98 Unrealized +30.3%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $255 Shares 1,437 Est. Cost $138.20 Unrealized +23.9%
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $255 Shares 9,968 Est. Cost $17.72 Unrealized +34.9%
VFC V F CORP COM 0.0%
Value ($000) $253 Shares 11,775 Est. Cost $13.12 Unrealized +55.2%
FMC FMC CORP COM NEW 0.0%
Value ($000) $243 Shares 5,005 Est. Cost $55.10 Unrealized -0.5%
C CITIGROUP INC 0.0%
Value ($000) $243 Shares 3,447 Est. Cost $42.12 Unrealized +55.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $240 Shares 451 Est. Cost $426.54 Unrealized +23.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $239 Shares 4,176 Est. Cost $64.81 Unrealized +2.4%
ROST ROSS STORES INC 0.0%
Value ($000) $239 Shares 1,581 Est. Cost $140.60 Unrealized +3.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $232 Shares 2,639 Est. Cost $76.75 Unrealized +9.9%
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 0.0%
Value ($000) $231 Shares 3,267 Est. Cost $70.78 Unrealized
CROX CROCS INC 0.0%
Value ($000) $229 Shares 2,091 Est. Cost $114.37 Unrealized +1.7%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $229 Shares 3,370 Est. Cost $56.68 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $229 Shares 2,522 Est. Cost $89.76 Unrealized +9.3%
AEE AMEREN CORP 0.0%
Value ($000) $227 Shares 2,552 Est. Cost $76.95 Unrealized +12.4%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $226 Shares 1,009 Est. Cost $202.69 Unrealized +22.2%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $225 Shares 23,597 Est. Cost $8.48 Unrealized
GGB GERDAU SA SPON ADR REP PFD 0.0%
Value ($000) $225 Shares 78,000 Est. Cost $3.30 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $224 Shares 177 Est. Cost $1136.24 Unrealized +8.2%
AFL AFLAC INC COM 0.0%
Value ($000) $224 Shares 2,168 Est. Cost $83.08 Unrealized +28.1%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $224 Shares 882 Est. Cost $239.75 Unrealized +7.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $222 Shares 2,447 Est. Cost $89.49 Unrealized +4.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $222 Shares 1,881 Est. Cost $114.81 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $221 Shares 2,827 Est. Cost $84.01 Unrealized +1.0%
AZO AUTOZONE INC NEV 0.0%
Value ($000) $221 Shares 69 Est. Cost $2860.19 Unrealized +10.7%
INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF 0.0%
Value ($000) $221 Shares 7,522 Est. Cost $30.37 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $221 Shares 2,622 Est. Cost $92.60 Unrealized +9.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $219 Shares 627 Est. Cost $343.44 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $218 Shares 1,189 Est. Cost $210.79 Unrealized -5.9%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $218 Shares 4,024 Est. Cost $51.72 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $216 Shares 950 Est. Cost $225.20 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $210 Shares 22,269 Est. Cost $9.18 Unrealized +10.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $209 Shares 1,282 Est. Cost $181.06 Unrealized -2.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $207 Shares 2,861 Est. Cost $76.13 Unrealized +0.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $206 Shares 3,164 Est. Cost $60.06 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $205 Shares 3,601 Est. Cost $58.42 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $205 Shares 853 Est. Cost $213.33 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $201 Shares 6,275 Est. Cost $33.94 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $197 Shares 19,569 Est. Cost $8.53 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $188 Shares 41,204 Est. Cost $4.43 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $184 Shares 12,682 Est. Cost $10.48 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $173 Shares 17,795 Est. Cost $7.88 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value ($000) $144 Shares 11,208 Est. Cost $14.35 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $125 Shares 10,006 Est. Cost $11.63 Unrealized 0.0%
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $108 Shares 39,842 Est. Cost $2.02 Unrealized
FATAQ FAT BRANDS INC CLASS A COM 0.0%
Value ($000) $106 Shares 20,000 Est. Cost $3.29 Unrealized -11.7%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $67 Shares 13,691 Est. Cost $3.71 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $39 Shares 36,000 Est. Cost $1.90 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $32 Shares 19,000 Est. Cost $4.24 Unrealized -47.5%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $2.04 Unrealized