Legacy Financial Advisors, Inc. Diversified Active

CIK: 0001730810 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $725,885 (100.0% shares, 0.0% debt)

Holdings (416)

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 10.0%
Value ($000) $72,810 Shares 818,458 Est. Cost $68.13 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 4.4%
Value ($000) $32,271 Shares 864,934 Est. Cost $32.83 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 3.8%
Value ($000) $27,405 Shares 188,158 Est. Cost $76.77 Unrealized
XC WISDOMTREE TRUE EMERGING MARKETS FUND 3.0%
Value ($000) $21,944 Shares 633,589 Est. Cost $28.21 Unrealized
NVDA NVIDIA CORP 2.9%
Value ($000) $20,806 Shares 111,512 Est. Cost $96.23 Unrealized +81.1%
AAPL APPLE INC 2.9%
Value ($000) $20,721 Shares 81,376 Est. Cost $131.70 Unrealized +71.3%
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 2.8%
Value ($000) $20,373 Shares 223,859 Est. Cost $75.73 Unrealized
GQI NATIXIS GATEWAY QUALITY INCOME ETF 2.8%
Value ($000) $20,258 Shares 361,433 Est. Cost $53.76 Unrealized
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND 2.7%
Value ($000) $19,902 Shares 346,961 Est. Cost $32.92 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 2.6%
Value ($000) $19,037 Shares 709,267 Est. Cost $26.16 Unrealized
MSFT MICROSOFT 2.6%
Value ($000) $18,573 Shares 35,858 Est. Cost $236.93 Unrealized +114.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.6%
Value ($000) $11,934 Shares 175,295 Est. Cost $42.27 Unrealized
PG PROCTER AND GAMBLE CO COM 1.6%
Value ($000) $11,454 Shares 74,544 Est. Cost $85.22 Unrealized +81.8%
JMUB JPMORGAN MUNICIPAL ETF 1.6%
Value ($000) $11,415 Shares 226,184 Est. Cost $49.06 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.5%
Value ($000) $10,799 Shares 34,235 Est. Cost $95.32 Unrealized +210.4%
AMZN AMAZON.COM INC 1.3%
Value ($000) $9,785 Shares 44,566 Est. Cost $143.33 Unrealized +57.9%
META META PLATFORMS INC CL A 1.2%
Value ($000) $8,349 Shares 11,369 Est. Cost $253.61 Unrealized +193.1%
GOOGL GOOGLE INC 1.1%
Value ($000) $8,237 Shares 33,884 Est. Cost $127.44 Unrealized +64.2%
TSLA TESLA MOTORS INC 1.0%
Value ($000) $7,022 Shares 15,790 Est. Cost $233.93 Unrealized +48.3%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $6,275 Shares 25,763 Est. Cost $120.99 Unrealized +73.5%
AVGO AVAGO TECHNOLOGIES LTD 0.8%
Value ($000) $5,719 Shares 17,335 Est. Cost $161.57 Unrealized +89.2%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $5,368 Shares 19,086 Est. Cost $82.49 Unrealized +208.1%
VTI VANGUARD TOTAL STK MKT 0.7%
Value ($000) $5,329 Shares 16,238 Est. Cost $210.43 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $5,252 Shares 43,583 Est. Cost $56.24 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value ($000) $5,069 Shares 58,060 Est. Cost $60.93 Unrealized
NFLX NETFLIX COM INC 0.7%
Value ($000) $4,872 Shares 4,064 Est. Cost $37.27 Unrealized +227.5%
V VISA INC 0.6%
Value ($000) $4,507 Shares 13,202 Est. Cost $218.45 Unrealized +58.0%
IVV ISHARES S&P 500 INDEX 0.5%
Value ($000) $3,979 Shares 5,945 Est. Cost $398.13 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value ($000) $3,755 Shares 74,025 Est. Cost $50.59 Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.5%
Value ($000) $3,711 Shares 149,803 Est. Cost $24.77 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.5%
Value ($000) $3,634 Shares 53,824 Est. Cost $47.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $3,537 Shares 7,036 Est. Cost $306.26 Unrealized +58.2%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $3,344 Shares 64,827 Est. Cost $34.55 Unrealized +39.9%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $3,334 Shares 16,594 Est. Cost $113.65 Unrealized +72.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $3,325 Shares 55,496 Est. Cost $40.82 Unrealized
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $3,125 Shares 70,142 Est. Cost $24.77 Unrealized +73.8%
WMT WALMART INC COM 0.4%
Value ($000) $2,928 Shares 28,407 Est. Cost $59.84 Unrealized +65.8%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $2,746 Shares 4,122 Est. Cost $575.56 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $2,692 Shares 14,520 Est. Cost $146.61 Unrealized +15.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.4%
Value ($000) $2,655 Shares 9,507 Est. Cost $279.29 Unrealized
HD HOME DEPOT 0.4%
Value ($000) $2,636 Shares 6,506 Est. Cost $274.32 Unrealized +41.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $2,597 Shares 14,239 Est. Cost $33.52 Unrealized +383.5%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,527 Shares 22,410 Est. Cost $71.87 Unrealized +52.6%
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.3%
Value ($000) $2,385 Shares 95,662 Est. Cost $25.30 Unrealized
CRM SALESFORCE COM 0.3%
Value ($000) $2,362 Shares 9,966 Est. Cost $229.57 Unrealized +9.5%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 0.3%
Value ($000) $2,349 Shares 24,693 Est. Cost $53.75 Unrealized
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $2,322 Shares 27,700 Est. Cost $57.30 Unrealized +40.4%
HLMN HILLMAN SOLUTIONS CORP COM 0.3%
Value ($000) $2,318 Shares 252,500 Est. Cost $7.94 Unrealized +13.7%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $2,314 Shares 14,904 Est. Cost $127.70 Unrealized +19.2%
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $2,314 Shares 7,691 Est. Cost $101.74 Unrealized +168.0%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $2,295 Shares 3,008 Est. Cost $332.39 Unrealized +123.3%
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $2,276 Shares 31,048 Est. Cost $65.41 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $2,199 Shares 10,187 Est. Cost $185.77 Unrealized +21.4%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,183 Shares 9,427 Est. Cost $124.85 Unrealized +61.8%
MA MASTERCARD INC 0.3%
Value ($000) $2,177 Shares 3,827 Est. Cost $346.48 Unrealized +65.5%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.3%
Value ($000) $2,127 Shares 46,117 Est. Cost $37.68 Unrealized
OCC OPTICAL CABLE CORP COM NEW 0.3%
Value ($000) $2,083 Shares 256,534 Est. Cost $2.87 Unrealized +112.6%
C CITIGROUP INC 0.3%
Value ($000) $2,073 Shares 20,428 Est. Cost $68.46 Unrealized +37.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,071 Shares 24,672 Est. Cost $77.96 Unrealized +3.9%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $1,931 Shares 15,061 Est. Cost $128.24 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,915 Shares 27,994 Est. Cost $44.17 Unrealized +52.5%
COF CAPITAL ONE FINANCIAL CORP 0.3%
Value ($000) $1,851 Shares 8,705 Est. Cost $168.77 Unrealized +29.0%
KO COCA COLA CO COM 0.2%
Value ($000) $1,764 Shares 26,593 Est. Cost $46.90 Unrealized +44.8%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $1,750 Shares 18,500 Est. Cost $86.19 Unrealized +8.2%
NKE NIKE INC CLASS B 0.2%
Value ($000) $1,739 Shares 24,934 Est. Cost $75.12 Unrealized -1.8%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $1,719 Shares 18,008 Est. Cost $76.08 Unrealized +24.3%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,718 Shares 5,652 Est. Cost $230.58 Unrealized +30.7%
SNA SNAP ON INC COM 0.2%
Value ($000) $1,684 Shares 4,860 Est. Cost $153.76 Unrealized +110.6%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.2%
Value ($000) $1,663 Shares 11,191 Est. Cost $58.64 Unrealized +131.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,654 Shares 10,195 Est. Cost $92.51 Unrealized +78.5%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,649 Shares 1,782 Est. Cost $463.56 Unrealized +106.4%
UNP UNION PAC CORP COM 0.2%
Value ($000) $1,625 Shares 6,875 Est. Cost $204.50 Unrealized +9.1%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $1,581 Shares 32,714 Est. Cost $38.38 Unrealized +20.8%
QQQ POWERSHARES QQQ TR 0.2%
Value ($000) $1,555 Shares 2,590 Est. Cost $600.29 Unrealized
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.2%
Value ($000) $1,547 Shares 45,976 Est. Cost $30.74 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.2%
Value ($000) $1,544 Shares 31,976 Est. Cost $41.22 Unrealized
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $1,505 Shares 5,333 Est. Cost $137.04 Unrealized +89.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,490 Shares 13,013 Est. Cost $106.27 Unrealized +10.1%
PSX PHILLIPS 66 0.2%
Value ($000) $1,465 Shares 10,772 Est. Cost $100.04 Unrealized +26.3%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,445 Shares 9,994 Est. Cost $77.92 Unrealized +69.8%
CTAS CINTAS CORP 0.2%
Value ($000) $1,443 Shares 7,030 Est. Cost $160.11 Unrealized +32.9%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,440 Shares 10,753 Est. Cost $105.21 Unrealized +24.1%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,423 Shares 7,383 Est. Cost $116.86 Unrealized +49.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $1,423 Shares 1,470 Est. Cost $967.80 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,421 Shares 27,186 Est. Cost $52.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,417 Shares 1,780 Est. Cost $381.97 Unrealized +92.4%
RTX RTX CORPORATION COM 0.2%
Value ($000) $1,415 Shares 8,455 Est. Cost $84.58 Unrealized +82.4%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.2%
Value ($000) $1,400 Shares 39,219 Est. Cost $27.65 Unrealized
GEV GE VERNOVA INC COM 0.2%
Value ($000) $1,391 Shares 2,262 Est. Cost $196.34 Unrealized +208.4%
GLD SPDR GOLD ETF 0.2%
Value ($000) $1,345 Shares 3,785 Est. Cost $261.49 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $1,344 Shares 26,837 Est. Cost $51.01 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADR 0.2%
Value ($000) $1,331 Shares 18,757 Est. Cost $70.98 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $1,288 Shares 2,700 Est. Cost $271.44 Unrealized +56.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.2%
Value ($000) $1,283 Shares 2,806 Est. Cost $166.46 Unrealized +169.3%
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,274 Shares 20,898 Est. Cost $47.97 Unrealized +15.8%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,221 Shares 3,537 Est. Cost $377.05 Unrealized -20.7%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $1,218 Shares 7,531 Est. Cost $116.61 Unrealized +38.4%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.2%
Value ($000) $1,211 Shares 33,335 Est. Cost $33.05 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $1,203 Shares 7,143 Est. Cost $157.15 Unrealized +13.1%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,178 Shares 7,079 Est. Cost $141.01 Unrealized +11.5%
ADSK AUTODESK INC 0.2%
Value ($000) $1,159 Shares 3,650 Est. Cost $234.54 Unrealized +29.9%
LIN LINDE PLC SHS 0.2%
Value ($000) $1,153 Shares 2,428 Est. Cost $373.44 Unrealized +26.0%
VRTX VERTEX PHARMACEUTICALS IN 0.2%
Value ($000) $1,146 Shares 2,926 Est. Cost $337.67 Unrealized +23.8%
DE DEERE & CO COM 0.2%
Value ($000) $1,137 Shares 2,486 Est. Cost $392.94 Unrealized +24.6%
KE KIMBALL ELECTRONICS INC COM 0.2%
Value ($000) $1,136 Shares 38,051 Est. Cost $21.13 Unrealized +16.7%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.2%
Value ($000) $1,132 Shares 3,277 Est. Cost $308.97 Unrealized +4.3%
WBD DISCOVERY HLDG CO 0.2%
Value ($000) $1,114 Shares 57,050 Est. Cost $9.53 Unrealized +43.0%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $1,110 Shares 6,043 Est. Cost $147.57 Unrealized +31.0%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.2%
Value ($000) $1,108 Shares 15,494 Est. Cost $71.53 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,104 Shares 2,951 Est. Cost $202.68 Unrealized +79.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $1,096 Shares 3,734 Est. Cost $183.75 Unrealized +62.1%
T AT&T INC COM 0.2%
Value ($000) $1,096 Shares 38,801 Est. Cost $18.74 Unrealized +49.8%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,092 Shares 34,742 Est. Cost $35.95 Unrealized -7.7%
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value ($000) $1,087 Shares 37,772 Est. Cost $28.79 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $1,086 Shares 7,733 Est. Cost $137.32 Unrealized +2.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $1,084 Shares 2,693 Est. Cost $184.39 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $1,076 Shares 1,576 Est. Cost $529.39 Unrealized +35.9%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $1,059 Shares 13,809 Est. Cost $76.72 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.1%
Value ($000) $1,043 Shares 9,933 Est. Cost $97.58 Unrealized
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $1,007 Shares 5,268 Est. Cost $191.10 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $1,001 Shares 14,875 Est. Cost $51.22 Unrealized +21.9%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $992 Shares 5,929 Est. Cost $100.28 Unrealized +27.5%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $983 Shares 8,092 Est. Cost $127.40 Unrealized +1.5%
MS MORGAN STANLEY 0.1%
Value ($000) $981 Shares 6,174 Est. Cost $72.11 Unrealized +103.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $981 Shares 2,952 Est. Cost $180.56 Unrealized +75.3%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $976 Shares 19,347 Est. Cost $35.76 Unrealized +29.0%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $974 Shares 4,755 Est. Cost $123.15 Unrealized +46.8%
SAP SAP AKTIENGESELLSCHAFT ADR 0.1%
Value ($000) $969 Shares 3,626 Est. Cost $267.21 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $958 Shares 20,956 Est. Cost $30.93 Unrealized +43.3%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $953 Shares 21,688 Est. Cost $38.48 Unrealized +10.4%
DAL DELTA AIR LINES INC DEL CMN 0.1%
Value ($000) $953 Shares 16,791 Est. Cost $47.06 Unrealized +20.8%
NOW SERVICE NOW INC 0.1%
Value ($000) $945 Shares 1,027 Est. Cost $125.01 Unrealized +49.4%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $935 Shares 2,091 Est. Cost $333.32 Unrealized +44.0%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $932 Shares 3,793 Est. Cost $168.64 Unrealized +41.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $924 Shares 10,920 Est. Cost $82.44 Unrealized +7.4%
AMGN AMGEN INC 0.1%
Value ($000) $919 Shares 3,258 Est. Cost $226.01 Unrealized +26.8%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $919 Shares 16,558 Est. Cost $55.49 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $914 Shares 11,337 Est. Cost $61.63 Unrealized +15.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $909 Shares 3,616 Est. Cost $189.48 Unrealized +28.9%
CLSK CLEANSPARK INC COM NEW 0.1%
Value ($000) $908 Shares 62,607 Est. Cost $12.11 Unrealized -6.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $908 Shares 4,229 Est. Cost $105.66 Unrealized +89.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $905 Shares 11,526 Est. Cost $81.72 Unrealized -3.2%
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $904 Shares 4,762 Est. Cost $156.47 Unrealized +16.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $903 Shares 7,300 Est. Cost $88.39 Unrealized +35.5%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $900 Shares 35,291 Est. Cost $32.11 Unrealized -4.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $900 Shares 19,957 Est. Cost $49.20 Unrealized -7.5%
FISV FISERV INC 0.1%
Value ($000) $895 Shares 6,943 Est. Cost $154.42 Unrealized -7.2%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $893 Shares 6,670 Est. Cost $78.88 Unrealized +33.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $887 Shares 1,828 Est. Cost $496.52 Unrealized -6.4%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $883 Shares 14,888 Est. Cost $59.28 Unrealized
STT STATE STR CORP COM 0.1%
Value ($000) $882 Shares 7,600 Est. Cost $92.36 Unrealized +19.2%
S SENTINELONE INC CL A 0.1%
Value ($000) $881 Shares 50,000 Est. Cost $19.65 Unrealized -8.7%
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $875 Shares 3,238 Est. Cost $189.79 Unrealized +42.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $870 Shares 3,082 Est. Cost $195.18 Unrealized +41.0%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $869 Shares 40,871 Est. Cost $18.62 Unrealized
TEL TE CONNECTIVITY LTD 0.1%
Value ($000) $863 Shares 3,931 Est. Cost $150.92 Unrealized +32.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.1%
Value ($000) $861 Shares 11,466 Est. Cost $73.88 Unrealized +0.9%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $860 Shares 8,774 Est. Cost $74.44 Unrealized +25.6%
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $852 Shares 16,050 Est. Cost $53.08 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $846 Shares 11,204 Est. Cost $65.91 Unrealized +9.6%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $844 Shares 7,749 Est. Cost $83.40 Unrealized +21.5%
EOG EOG RESOURCES INC 0.1%
Value ($000) $833 Shares 7,428 Est. Cost $108.90 Unrealized +8.3%
EFX EQUIFAX INC COM 0.1%
Value ($000) $833 Shares 3,246 Est. Cost $252.83 Unrealized -1.0%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $829 Shares 7,685 Est. Cost $88.43 Unrealized +13.7%
BLK BLACKROCK INC 0.1%
Value ($000) $820 Shares 703 Est. Cost $870.68 Unrealized +27.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $815 Shares 4,557 Est. Cost $178.74 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $814 Shares 3,296 Est. Cost $113.67 Unrealized +103.8%
PFE PFIZER INC COM 0.1%
Value ($000) $813 Shares 31,922 Est. Cost $27.50 Unrealized -12.2%
NDAQ NASDAQ STK MKT INC 0.1%
Value ($000) $811 Shares 9,173 Est. Cost $79.53 Unrealized +15.9%
CBRE CBRE GROUP INC A 0.1%
Value ($000) $811 Shares 5,148 Est. Cost $129.18 Unrealized +19.8%
RIO RIO TINTO PLC SPON ADR 0.1%
Value ($000) $809 Shares 12,261 Est. Cost $66.01 Unrealized
ALLY ALLY FINL INC COM 0.1%
Value ($000) $809 Shares 20,629 Est. Cost $34.26 Unrealized +15.0%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.1%
Value ($000) $800 Shares 2,476 Est. Cost $401.54 Unrealized -23.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $797 Shares 2,338 Est. Cost $192.28 Unrealized +63.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $793 Shares 23,025 Est. Cost $34.46 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $783 Shares 4,756 Est. Cost $80.06 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $771 Shares 13,238 Est. Cost $55.68 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.1%
Value ($000) $764 Shares 427 Est. Cost $1826.69 Unrealized +7.7%
DOV DOVER CORP COM 0.1%
Value ($000) $755 Shares 4,525 Est. Cost $120.93 Unrealized +47.7%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $752 Shares 991 Est. Cost $406.77 Unrealized +80.7%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $741 Shares 7,782 Est. Cost $85.67 Unrealized +6.5%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.1%
Value ($000) $728 Shares 2,250 Est. Cost $112.51 Unrealized +195.1%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $724 Shares 134 Est. Cost $3031.38 Unrealized +83.5%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $715 Shares 4,851 Est. Cost $105.88 Unrealized +30.2%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.1%
Value ($000) $711 Shares 3,702 Est. Cost $210.34 Unrealized -9.0%
WELL HEALTH CARE REIT INC 0.1%
Value ($000) $710 Shares 3,988 Est. Cost $163.41 Unrealized 0.0%
DOW DOW INC COM 0.1%
Value ($000) $706 Shares 30,775 Est. Cost $30.92 Unrealized -21.4%
INTC INTEL CORP COM 0.1%
Value ($000) $705 Shares 21,027 Est. Cost $34.41 Unrealized -29.6%
CTVA CORTEVA INC COM 0.1%
Value ($000) $697 Shares 10,312 Est. Cost $63.58 Unrealized +13.5%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $687 Shares 1,221 Est. Cost $694.49 Unrealized -18.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $682 Shares 10,329 Est. Cost $45.13 Unrealized +36.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $680 Shares 3,233 Est. Cost $171.04 Unrealized +21.1%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $667 Shares 3,980 Est. Cost $165.15 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $658 Shares 3,903 Est. Cost $60.44 Unrealized +126.4%
ADBE ADOBE SYS INC 0.1%
Value ($000) $653 Shares 1,850 Est. Cost $428.30 Unrealized -16.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $652 Shares 1,339 Est. Cost $383.05 Unrealized +39.4%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $650 Shares 602 Est. Cost $409.30 Unrealized +127.3%
CG CARLYLE GROUP INC COM 0.1%
Value ($000) $649 Shares 10,354 Est. Cost $43.86 Unrealized +40.2%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $646 Shares 3,173 Est. Cost $179.95 Unrealized +6.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $644 Shares 2,360 Est. Cost $258.43 Unrealized +10.5%
D DOMINION RESOURCES INC 0.1%
Value ($000) $636 Shares 10,391 Est. Cost $49.09 Unrealized +18.8%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $635 Shares 7,638 Est. Cost $78.91 Unrealized +6.1%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.1%
Value ($000) $623 Shares 14,220 Est. Cost $38.51 Unrealized
APA APA CORPORATION COM 0.1%
Value ($000) $606 Shares 24,939 Est. Cost $17.18 Unrealized +21.2%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $602 Shares 10,794 Est. Cost $55.75 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $597 Shares 8,705 Est. Cost $24.66 Unrealized +79.3%
YUM YUM! BRANDS INC 0.1%
Value ($000) $596 Shares 3,924 Est. Cost $120.66 Unrealized +21.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $592 Shares 34,269 Est. Cost $10.60 Unrealized +58.6%
THO THOR INDS INC 0.1%
Value ($000) $584 Shares 5,632 Est. Cost $77.74 Unrealized +28.3%
M MACYS INC COM 0.1%
Value ($000) $583 Shares 32,511 Est. Cost $12.90 Unrealized +9.8%
F FORD MOTOR COMPANY 0.1%
Value ($000) $565 Shares 47,215 Est. Cost $10.64 Unrealized +6.4%
TOTAL SA ADR 0.1%
Value ($000) $563 Shares 9,431 Est. Cost $59.69 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $558 Shares 5,715 Est. Cost $71.28 Unrealized +45.3%
MTB M & T BK CORP COM 0.1%
Value ($000) $556 Shares 2,816 Est. Cost $148.95 Unrealized +30.0%
MCK MCKESSON CORP 0.1%
Value ($000) $556 Shares 720 Est. Cost $476.48 Unrealized +47.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $555 Shares 2,019 Est. Cost $379.46 Unrealized -20.4%
UBS UBS AG NEW F 0.1%
Value ($000) $551 Shares 13,431 Est. Cost $32.29 Unrealized +20.3%
SYK STRYKER CORP 0.1%
Value ($000) $547 Shares 1,480 Est. Cost $319.79 Unrealized +20.2%
KR KROGER CO COM 0.1%
Value ($000) $546 Shares 8,102 Est. Cost $38.64 Unrealized +78.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $546 Shares 5,756 Est. Cost $63.82 Unrealized +44.5%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $544 Shares 3,840 Est. Cost $106.79 Unrealized +21.0%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $542 Shares 4,733 Est. Cost $108.29 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $539 Shares 4,855 Est. Cost $93.27 Unrealized +20.4%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $536 Shares 2,739 Est. Cost $99.49 Unrealized
ING ING GROEP NV ADR 0.1%
Value ($000) $533 Shares 20,442 Est. Cost $26.08 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $531 Shares 1,259 Est. Cost $235.73 Unrealized +81.0%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $527 Shares 2,807 Est. Cost $169.06 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $523 Shares 7,796 Est. Cost $61.13 Unrealized +15.0%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $520 Shares 2,171 Est. Cost $141.27 Unrealized +70.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $514 Shares 839 Est. Cost $544.52 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.1%
Value ($000) $511 Shares 32,083 Est. Cost $15.94 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $509 Shares 3,495 Est. Cost $108.02 Unrealized +19.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $503 Shares 41,205 Est. Cost $9.45 Unrealized +11.3%
NGG NATIONAL GRID TRANSCO PLC 0.1%
Value ($000) $491 Shares 6,760 Est. Cost $72.67 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $484 Shares 1,963 Est. Cost $279.59 Unrealized -6.8%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.1%
Value ($000) $484 Shares 4,846 Est. Cost $96.08 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $479 Shares 1,595 Est. Cost $214.00 Unrealized +29.0%
SAN BANCO SANTANDER CENT HISP 0.1%
Value ($000) $470 Shares 44,826 Est. Cost $10.48 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $467 Shares 1,330 Est. Cost $181.32 Unrealized +89.7%
MCO MOODYS CORP 0.1%
Value ($000) $465 Shares 975 Est. Cost $329.85 Unrealized +52.4%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $457 Shares 7,323 Est. Cost $58.85 Unrealized +7.8%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $453 Shares 4,596 Est. Cost $96.55 Unrealized +2.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $451 Shares 5,403 Est. Cost $131.91 Unrealized -33.2%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $450 Shares 912 Est. Cost $323.49 Unrealized +74.8%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $447 Shares 1,600 Est. Cost $231.28 Unrealized +15.0%
MAS MASCO CORP COM 0.1%
Value ($000) $440 Shares 6,254 Est. Cost $62.93 Unrealized +11.1%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $439 Shares 3,551 Est. Cost $87.26 Unrealized +25.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $438 Shares 3,011 Est. Cost $91.27 Unrealized
MAR MARRIOTT INTL INC 0.1%
Value ($000) $436 Shares 1,676 Est. Cost $181.99 Unrealized +47.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $428 Shares 3,088 Est. Cost $118.77 Unrealized +11.5%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $428 Shares 2,122 Est. Cost $165.48 Unrealized +23.3%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.1%
Value ($000) $424 Shares 7,950 Est. Cost $51.75 Unrealized +7.6%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $422 Shares 1,465 Est. Cost $271.03 Unrealized +8.2%
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.1%
Value ($000) $419 Shares 21,780 Est. Cost $19.25 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.1%
Value ($000) $418 Shares 5,062 Est. Cost $68.62 Unrealized +13.7%
BMO BANK OF MONTREAL 0.1%
Value ($000) $417 Shares 3,204 Est. Cost $103.88 Unrealized +13.6%
AZO AUTOZONE INC NEV 0.1%
Value ($000) $416 Shares 97 Est. Cost $3163.65 Unrealized +26.8%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $415 Shares 4,296 Est. Cost $61.94 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $414 Shares 1,195 Est. Cost $252.01 Unrealized +39.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $410 Shares 820 Est. Cost $362.00 Unrealized +23.8%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $409 Shares 5,111 Est. Cost $62.66 Unrealized +19.8%
RH RH COM 0.1%
Value ($000) $406 Shares 2,000 Est. Cost $185.72 Unrealized +17.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $406 Shares 3,427 Est. Cost $71.71 Unrealized
COR CENCORA INC COM 0.1%
Value ($000) $399 Shares 1,278 Est. Cost $119.74 Unrealized +145.1%
NEM NEWMONT CORP COM 0.1%
Value ($000) $398 Shares 4,716 Est. Cost $69.39 Unrealized 0.0%
CCEP COCA COLA ENTERPRISEINC 0.1%
Value ($000) $397 Shares 4,392 Est. Cost $60.42 Unrealized +51.2%
FDX FEDEX CORP 0.1%
Value ($000) $394 Shares 1,670 Est. Cost $215.89 Unrealized +5.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $393 Shares 646 Est. Cost $419.70 Unrealized +34.2%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $391 Shares 5,989 Est. Cost $92.51 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $388 Shares 2,502 Est. Cost $82.98 Unrealized +84.5%
BDC BELDEN CDT INC 0.1%
Value ($000) $388 Shares 3,226 Est. Cost $73.99 Unrealized +70.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $386 Shares 14,154 Est. Cost $40.36 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $386 Shares 5,357 Est. Cost $47.59 Unrealized +61.9%
SEIC SEI INVESTMENTS CO 0.1%
Value ($000) $386 Shares 4,546 Est. Cost $60.47 Unrealized +46.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value ($000) $384 Shares 5,304 Est. Cost $72.44 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $384 Shares 6,422 Est. Cost $55.07 Unrealized +4.9%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $382 Shares 8,005 Est. Cost $47.76 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 0.1%
Value ($000) $378 Shares 15,367 Est. Cost $17.89 Unrealized +35.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.1%
Value ($000) $378 Shares 7,646 Est. Cost $49.39 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $378 Shares 10,658 Est. Cost $35.43 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $374 Shares 1,138 Est. Cost $267.84 Unrealized +20.3%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.1%
Value ($000) $366 Shares 3,680 Est. Cost $82.39 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $365 Shares 2,054 Est. Cost $200.38 Unrealized 0.0%
AON AON CORP 0.1%
Value ($000) $364 Shares 1,021 Est. Cost $304.38 Unrealized +18.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $361 Shares 2,944 Est. Cost $113.09 Unrealized +4.6%
FE FIRSTENERGY CORP 0.0%
Value ($000) $355 Shares 7,738 Est. Cost $34.68 Unrealized +21.4%
DHR DANAHER CORP 0.0%
Value ($000) $354 Shares 1,784 Est. Cost $211.96 Unrealized -6.4%
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $351 Shares 3,746 Est. Cost $96.93 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $350 Shares 8,256 Est. Cost $30.99 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $349 Shares 31,080 Est. Cost $10.76 Unrealized +14.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $349 Shares 3,472 Est. Cost $96.83 Unrealized +2.4%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $348 Shares 16,847 Est. Cost $20.67 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $347 Shares 3,867 Est. Cost $93.31 Unrealized +3.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $343 Shares 4,111 Est. Cost $54.32 Unrealized +52.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $342 Shares 12,098 Est. Cost $26.97 Unrealized 0.0%
STX SEAGATE TECHNOLOGY 0.0%
Value ($000) $342 Shares 1,448 Est. Cost $169.71 Unrealized 0.0%
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $341 Shares 10,649 Est. Cost $30.83 Unrealized +9.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $338 Shares 1,234 Est. Cost $215.32 Unrealized +25.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $335 Shares 2,552 Est. Cost $117.75 Unrealized +15.1%
HCA HCA INC 0.0%
Value ($000) $333 Shares 782 Est. Cost $364.14 Unrealized +6.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $333 Shares 1,508 Est. Cost $156.39 Unrealized +43.0%
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $332 Shares 13,163 Est. Cost $18.42 Unrealized +35.3%
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $332 Shares 1,071 Est. Cost $254.27 Unrealized +18.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $330 Shares 1,734 Est. Cost $117.81 Unrealized +49.9%
NTES NETEASE.COM INC SPONSORED ADR 0.0%
Value ($000) $322 Shares 2,121 Est. Cost $151.99 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $322 Shares 849 Est. Cost $208.86 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $321 Shares 410 Est. Cost $774.22 Unrealized 0.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $321 Shares 1,180 Est. Cost $214.63 Unrealized +16.9%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $320 Shares 1,852 Est. Cost $168.66 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $317 Shares 2,815 Est. Cost $101.26 Unrealized +6.8%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $315 Shares 4,176 Est. Cost $58.80 Unrealized +15.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $312 Shares 739 Est. Cost $349.95 Unrealized +8.8%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $311 Shares 3,337 Est. Cost $55.22 Unrealized +57.7%
VO VANGUARD MID CAP 0.0%
Value ($000) $307 Shares 1,045 Est. Cost $264.52 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $306 Shares 1,178 Est. Cost $210.58 Unrealized +28.3%
VRSN VERISIGN INC 0.0%
Value ($000) $305 Shares 1,091 Est. Cost $278.13 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $302 Shares 7,004 Est. Cost $43.16 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $299 Shares 4,717 Est. Cost $52.60 Unrealized +9.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $298 Shares 1,902 Est. Cost $115.20 Unrealized +33.3%
DEO DIAGEO PLC 0.0%
Value ($000) $298 Shares 3,127 Est. Cost $95.43 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $297 Shares 8,394 Est. Cost $27.36 Unrealized +24.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $296 Shares 310 Est. Cost $665.35 Unrealized +33.5%
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $295 Shares 8,813 Est. Cost $33.52 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $295 Shares 2,641 Est. Cost $87.68 Unrealized +18.8%
CSX CSX CORP 0.0%
Value ($000) $291 Shares 8,207 Est. Cost $27.63 Unrealized +22.8%
SNY SANOFI SA 0.0%
Value ($000) $290 Shares 6,143 Est. Cost $47.20 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $290 Shares 2,189 Est. Cost $83.40 Unrealized +39.6%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $289 Shares 1,270 Est. Cost $208.39 Unrealized +7.0%
CCJ CAMECO CORP F 0.0%
Value ($000) $287 Shares 3,421 Est. Cost $53.26 Unrealized +45.3%
INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF 0.0%
Value ($000) $287 Shares 7,675 Est. Cost $30.46 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $287 Shares 2,970 Est. Cost $99.10 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $286 Shares 582 Est. Cost $445.28 Unrealized +14.6%
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.0%
Value ($000) $286 Shares 1,636 Est. Cost $161.00 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $285 Shares 582 Est. Cost $434.19 Unrealized +4.7%
IJR ISHARES S&P SMALLCAP 600 ETF 0.0%
Value ($000) $285 Shares 2,396 Est. Cost $96.03 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $285 Shares 3,938 Est. Cost $59.42 Unrealized +26.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $283 Shares 5,774 Est. Cost $49.08 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $282 Shares 1,141 Est. Cost $238.92 Unrealized 0.0%
EA ELECTRONICS ARTS 0.0%
Value ($000) $281 Shares 1,395 Est. Cost $147.46 Unrealized +12.1%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $281 Shares 5,076 Est. Cost $55.33 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $280 Shares 1,429 Est. Cost $154.72 Unrealized +17.7%
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $279 Shares 12,813 Est. Cost $20.99 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $278 Shares 7,098 Est. Cost $43.20 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $278 Shares 4,569 Est. Cost $56.92 Unrealized 0.0%
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $275 Shares 11,622 Est. Cost $18.61 Unrealized +27.9%
AEE AMEREN CORP 0.0%
Value ($000) $274 Shares 2,621 Est. Cost $77.36 Unrealized +27.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $271 Shares 2,858 Est. Cost $82.82 Unrealized +19.8%
B BARRICK GOLD CORP F 0.0%
Value ($000) $270 Shares 8,250 Est. Cost $17.19 Unrealized +46.3%
WDAY WORKDAY INC COM 0.0%
Value ($000) $268 Shares 1,113 Est. Cost $241.30 Unrealized -4.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $267 Shares 10,865 Est. Cost $16.47 Unrealized +32.8%
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $266 Shares 15,912 Est. Cost $16.74 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $265 Shares 1,215 Est. Cost $204.01 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $265 Shares 6,819 Est. Cost $24.28 Unrealized +54.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $263 Shares 1,666 Est. Cost $150.23 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $262 Shares 1,949 Est. Cost $173.54 Unrealized -9.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $262 Shares 3,523 Est. Cost $76.13 Unrealized +0.1%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $262 Shares 1,361 Est. Cost $204.56 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $259 Shares 5,281 Est. Cost $63.45 Unrealized 0.0%
TCOM CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $257 Shares 3,414 Est. Cost $75.20 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $257 Shares 1,684 Est. Cost $137.99 Unrealized +3.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $255 Shares 5,716 Est. Cost $44.69 Unrealized
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF 0.0%
Value ($000) $252 Shares 4,724 Est. Cost $51.59 Unrealized
NRG NRG ENERGY INC NEW 0.0%
Value ($000) $248 Shares 1,532 Est. Cost $130.97 Unrealized +18.5%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $246 Shares 1,437 Est. Cost $147.09 Unrealized +15.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $244 Shares 3,793 Est. Cost $54.36 Unrealized +23.0%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $242 Shares 21,822 Est. Cost $11.09 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $241 Shares 4,422 Est. Cost $50.67 Unrealized +3.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $240 Shares 3,059 Est. Cost $117.37 Unrealized -21.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $238 Shares 914 Est. Cost $241.04 Unrealized +6.8%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $238 Shares 6,993 Est. Cost $37.52 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $235 Shares 3,227 Est. Cost $81.61 Unrealized -8.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $231 Shares 1,314 Est. Cost $181.87 Unrealized 0.0%
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 0.0%
Value ($000) $231 Shares 1,036 Est. Cost $180.19 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $230 Shares 801 Est. Cost $413.77 Unrealized -8.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $229 Shares 10,040 Est. Cost $29.76 Unrealized -15.2%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $229 Shares 3,711 Est. Cost $57.38 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $228 Shares 1,706 Est. Cost $113.36 Unrealized +12.4%
GLW CORNING INC COM 0.0%
Value ($000) $227 Shares 2,768 Est. Cost $64.97 Unrealized 0.0%
BAP CREDICORP LTD 0.0%
Value ($000) $227 Shares 852 Est. Cost $197.22 Unrealized +25.4%
NWG ROYAL BANK OF SCOTLAND 0.0%
Value ($000) $225 Shares 15,899 Est. Cost $14.15 Unrealized
BNS BANK OF NOVA SCOTIA CMN 0.0%
Value ($000) $224 Shares 3,468 Est. Cost $58.93 Unrealized 0.0%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $224 Shares 1,101 Est. Cost $177.42 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $223 Shares 447 Est. Cost $552.39 Unrealized -3.8%
BKR BAKER HUGHES INC 0.0%
Value ($000) $223 Shares 4,572 Est. Cost $43.83 Unrealized 0.0%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $221 Shares 9,491 Est. Cost $23.26 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $220 Shares 167 Est. Cost $1157.06 Unrealized +18.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $218 Shares 526 Est. Cost $388.50 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $218 Shares 14,436 Est. Cost $14.52 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value ($000) $214 Shares 1,470 Est. Cost $101.84 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVESOFTWRE 0.0%
Value ($000) $214 Shares 828 Est. Cost $236.70 Unrealized 0.0%
CROX CROCS INC 0.0%
Value ($000) $213 Shares 2,555 Est. Cost $110.34 Unrealized -17.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $212 Shares 5,398 Est. Cost $59.65 Unrealized -24.5%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $210 Shares 2,957 Est. Cost $72.04 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $209 Shares 911 Est. Cost $223.17 Unrealized +4.5%
HPQ HP INC COM 0.0%
Value ($000) $208 Shares 7,632 Est. Cost $26.14 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $205 Shares 1,149 Est. Cost $178.73 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $205 Shares 1,206 Est. Cost $147.81 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $205 Shares 2,932 Est. Cost $66.33 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $203 Shares 829 Est. Cost $240.25 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $202 Shares 819 Est. Cost $229.08 Unrealized 0.0%
QFIN QFIN HOLDINGS INC AMERICAN DEP 0.0%
Value ($000) $201 Shares 7,000 Est. Cost $28.78 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $201 Shares 1,887 Est. Cost $105.26 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $201 Shares 2,142 Est. Cost $97.18 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $200 Shares 1,183 Est. Cost $156.63 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value ($000) $200 Shares 15,833 Est. Cost $12.66 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $195 Shares 42,999 Est. Cost $4.54 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $190 Shares 11,850 Est. Cost $13.95 Unrealized 0.0%
SABR SABRE CORP COM 0.0%
Value ($000) $183 Shares 100,193 Est. Cost $3.61 Unrealized -34.6%
AMCOR PLC ORD 0.0%
Value ($000) $172 Shares 20,996 Est. Cost $9.19 Unrealized -2.4%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $171 Shares 19,039 Est. Cost $8.97 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $122 Shares 19,000 Est. Cost $4.24 Unrealized +17.1%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $121 Shares 17,989 Est. Cost $6.70 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $111 Shares 45,250 Est. Cost $2.58 Unrealized 0.0%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value ($000) $108 Shares 14,681 Est. Cost $7.34 Unrealized
ADT ADT CORP 0.0%
Value ($000) $96 Shares 10,965 Est. Cost $8.48 Unrealized 0.0%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.33 Unrealized