Brand Asset Management Group, Inc. Diversified Active

Location: Chesterfield, MO

CIK: 0001748766 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $385M (100.0% shares, 0.0% debt)

Holdings (193)

IEMG ISHARES INC 9.2%
Value $35.42M Shares 507,751 Est. Cost $52.55 Unrealized
IJH ISHARES TR 8.2%
Value $31.38M Shares 464,659 Est. Cost $87.80 Unrealized
VO VANGUARD INDEX FDS 4.0%
Value $15.54M Shares 54,114 Est. Cost $183.71 Unrealized
VONG VANGUARD SCOTTSDALE FDS 3.9%
Value $15.09M Shares 137,582 Est. Cost $87.24 Unrealized
DFIS DIMENSIONAL ETF TRUST 3.9%
Value $14.96M Shares 444,178 Est. Cost $28.75 Unrealized
SCHF SCHWAB STRATEGIC TR 3.7%
Value $14.21M Shares 574,087 Est. Cost $24.31 Unrealized
IWF ISHARES TR 3.3%
Value $12.6M Shares 29,560 Est. Cost $143.80 Unrealized
VONV VANGUARD SCOTTSDALE FDS 3.2%
Value $12.34M Shares 131,630 Est. Cost $75.98 Unrealized
SCHM SCHWAB STRATEGIC TR 3.1%
Value $11.75M Shares 379,628 Est. Cost $36.41 Unrealized
SCHX SCHWAB STRATEGIC TR 2.9%
Value $11.3M Shares 440,537 Est. Cost $32.41 Unrealized
SCHE SCHWAB STRATEGIC TR 2.9%
Value $11.01M Shares 334,074 Est. Cost $27.13 Unrealized
SCZ ISHARES TR 2.8%
Value $10.96M Shares 139,741 Est. Cost $61.31 Unrealized
SCHA SCHWAB STRATEGIC TR 2.6%
Value $9.901M Shares 340,474 Est. Cost $35.03 Unrealized
SCHV SCHWAB STRATEGIC TR 2.2%
Value $8.29M Shares 271,819 Est. Cost $34.11 Unrealized
SCHC SCHWAB STRATEGIC TR 2.1%
Value $8.154M Shares 174,448 Est. Cost $29.32 Unrealized
IVV ISHARES TR 2.1%
Value $7.98M Shares 12,217 Est. Cost $391.82 Unrealized
IWD ISHARES TR 1.6%
Value $6.085M Shares 28,477 Est. Cost $121.68 Unrealized
VB VANGUARD INDEX FDS 1.4%
Value $5.556M Shares 21,213 Est. Cost $192.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value $5.038M Shares 34,439 Est. Cost $37.12 Unrealized +315.3%
SCHG SCHWAB STRATEGIC TR 1.2%
Value $4.59M Shares 157,585 Est. Cost $35.33 Unrealized
ILCB ISHARES TR 0.9%
Value $3.519M Shares 39,160 Est. Cost $84.06 Unrealized
BSV VANGUARD BD INDEX FDS 0.9%
Value $3.323M Shares 42,382 Est. Cost $78.84 Unrealized
ILCG ISHARES TR 0.8%
Value $3.109M Shares 32,557 Est. Cost $86.91 Unrealized
IMCB ISHARES TR 0.8%
Value $2.978M Shares 35,698 Est. Cost $95.71 Unrealized
AAPL APPLE INC 0.8%
Value $2.962M Shares 11,670 Est. Cost $184.94 Unrealized +42.1%
VUG VANGUARD INDEX FDS 0.8%
Value $2.94M Shares 6,730 Est. Cost $422.25 Unrealized
MGC VANGUARD WORLD FD 0.8%
Value $2.891M Shares 12,230 Est. Cost $100.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value $2.747M Shares 50,821 Est. Cost $44.79 Unrealized
IEFA ISHARES TR 0.7%
Value $2.568M Shares 28,369 Est. Cost $88.12 Unrealized
IWB ISHARES TR 0.7%
Value $2.56M Shares 7,179 Est. Cost $158.06 Unrealized
SCHH SCHWAB STRATEGIC TR 0.7%
Value $2.553M Shares 118,780 Est. Cost $21.44 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value $2.457M Shares 11,308 Est. Cost $187.22 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.6%
Value $2.182M Shares 3,355 Est. Cost $333.17 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.5%
Value $2.06M Shares 83,313 Est. Cost $24.95 Unrealized
SCHO SCHWAB STRATEGIC TR 0.5%
Value $2.049M Shares 84,422 Est. Cost $25.63 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $1.797M Shares 10,304 Est. Cost $134.90 Unrealized +38.3%
IWM ISHARES TR 0.5%
Value $1.783M Shares 7,191 Est. Cost $170.98 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value $1.719M Shares 9,326 Est. Cost $182.33 Unrealized
SHYG ISHARES TR 0.4%
Value $1.693M Shares 40,022 Est. Cost $43.30 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $1.611M Shares 2,696 Est. Cost $466.61 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value $1.583M Shares 8,068 Est. Cost $193.16 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value $1.577M Shares 24,613 Est. Cost $51.33 Unrealized
FNDX SCHWAB STRATEGIC TR 0.4%
Value $1.532M Shares 54,995 Est. Cost $26.32 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $1.508M Shares 4,073 Est. Cost $319.73 Unrealized +35.9%
FNDF SCHWAB STRATEGIC TR 0.4%
Value $1.492M Shares 30,491 Est. Cost $42.96 Unrealized
ISCB ISHARES TR 0.4%
Value $1.401M Shares 21,528 Est. Cost $87.23 Unrealized
ILCV ISHARES TR 0.4%
Value $1.393M Shares 14,959 Est. Cost $80.70 Unrealized
TSLA TESLA INC 0.3%
Value $1.274M Shares 3,428 Est. Cost $408.02 Unrealized +4.4%
SPDW SPDR INDEX SHS FDS 0.3%
Value $1.263M Shares 27,674 Est. Cost $42.79 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value $1.255M Shares 4,877 Est. Cost $257.36 Unrealized
IVLU ISHARES TR 0.3%
Value $1.207M Shares 30,420 Est. Cost $35.48 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $1.199M Shares 3,965 Est. Cost $302.28 Unrealized
RWO SPDR INDEX SHS FDS 0.3%
Value $1.19M Shares 25,994 Est. Cost $44.42 Unrealized
STIP ISHARES TR 0.3%
Value $1.178M Shares 11,393 Est. Cost $103.36 Unrealized
XCEM COLUMBIA ETF TR II 0.3%
Value $1.171M Shares 28,697 Est. Cost $30.82 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.13M Shares 8,166 Est. Cost $80.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.124M Shares 2,346 Est. Cost $366.53 Unrealized +34.6%
FLOT ISHARES TR 0.3%
Value $1.073M Shares 21,061 Est. Cost $51.09 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value $1.002M Shares 30,892 Est. Cost $31.19 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.3%
Value $997K Shares 37,514 Est. Cost $26.55 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $978K Shares 31,870 Est. Cost $27.47 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $974K Shares 1,687 Est. Cost $545.53 Unrealized
BIL SPDR SERIES TRUST 0.2%
Value $947K Shares 10,336 Est. Cost $91.64 Unrealized
IWP ISHARES TR 0.2%
Value $942K Shares 7,354 Est. Cost $128.12 Unrealized
AVGO BROADCOM INC 0.2%
Value $912K Shares 2,947 Est. Cost $239.85 Unrealized +39.3%
GOOGL ALPHABET INC 0.2%
Value $890K Shares 3,095 Est. Cost $222.09 Unrealized +45.6%
SPMD SPDR SERIES TRUST 0.2%
Value $865K Shares 14,600 Est. Cost $57.19 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value $853K Shares 6,851 Est. Cost $124.45 Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value $845K Shares 5,371 Est. Cost $162.86 Unrealized 0.0%
FNDE SCHWAB STRATEGIC TR 0.2%
Value $804K Shares 21,026 Est. Cost $36.16 Unrealized
IMCV ISHARES TR 0.2%
Value $788K Shares 9,292 Est. Cost $80.35 Unrealized
IJJ ISHARES TR 0.2%
Value $774K Shares 5,843 Est. Cost $132.50 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.2%
Value $765K Shares 9,039 Est. Cost $85.04 Unrealized
IAUM ISHARES GOLD TR 0.2%
Value $749K Shares 16,028 Est. Cost $38.70 Unrealized
AVES AMERICAN CENTY ETF TR 0.2%
Value $746K Shares 12,438 Est. Cost $57.37 Unrealized
AMZN AMAZON COM INC 0.2%
Value $737K Shares 3,539 Est. Cost $197.55 Unrealized +14.8%
IVW ISHARES TR 0.2%
Value $725K Shares 6,406 Est. Cost $105.57 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $723K Shares 2,458 Est. Cost $199.41 Unrealized +56.2%
IAGG ISHARES TR 0.2%
Value $722K Shares 14,424 Est. Cost $51.20 Unrealized
EFA ISHARES TR 0.2%
Value $703K Shares 7,237 Est. Cost $69.27 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value $703K Shares 16,643 Est. Cost $32.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $692K Shares 2,558 Est. Cost $231.17 Unrealized +33.5%
IWR ISHARES TR 0.2%
Value $665K Shares 6,837 Est. Cost $87.48 Unrealized
FNDC SCHWAB STRATEGIC TR 0.2%
Value $664K Shares 14,316 Est. Cost $44.51 Unrealized
IWC ISHARES TR 0.2%
Value $657K Shares 4,116 Est. Cost $84.04 Unrealized
SMH VANECK ETF TRUST 0.2%
Value $654K Shares 1,705 Est. Cost $305.71 Unrealized
ISHG ISHARES TR 0.2%
Value $651K Shares 8,777 Est. Cost $76.18 Unrealized
EEM ISHARES TR 0.2%
Value $639K Shares 11,247 Est. Cost $38.00 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $637K Shares 11,259 Est. Cost $55.44 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value $571K Shares 2,612 Est. Cost $165.45 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value $564K Shares 21,213 Est. Cost $26.95 Unrealized
PEP PEPSICO INC 0.1%
Value $564K Shares 3,633 Est. Cost $113.63 Unrealized +36.2%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $552K Shares 10,452 Est. Cost $34.73 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $546K Shares 7,413 Est. Cost $72.89 Unrealized
IWO ISHARES TR 0.1%
Value $542K Shares 1,727 Est. Cost $313.81 Unrealized
ICSH ISHARES TR 0.1%
Value $541K Shares 10,690 Est. Cost $50.75 Unrealized
EPS WISDOMTREE TR 0.1%
Value $538K Shares 7,903 Est. Cost $68.94 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value $512K Shares 26,958 Est. Cost $19.34 Unrealized
USB US BANCORP 0.1%
Value $512K Shares 9,843 Est. Cost $47.00 Unrealized +20.5%
IVE ISHARES TR 0.1%
Value $510K Shares 2,415 Est. Cost $211.88 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value $506K Shares 36,659 Est. Cost $15.90 Unrealized
IUSB ISHARES TR 0.1%
Value $491K Shares 10,636 Est. Cost $46.52 Unrealized
EMXC ISHARES INC 0.1%
Value $488K Shares 6,202 Est. Cost $67.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $470K Shares 1,939 Est. Cost $152.74 Unrealized +85.9%
AEE AMEREN CORP 0.1%
Value $468K Shares 4,254 Est. Cost $81.33 Unrealized +28.7%
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value $467K Shares 9,919 Est. Cost $47.28 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $465K Shares 3,222 Est. Cost $103.38 Unrealized +46.8%
META META PLATFORMS INC 0.1%
Value $439K Shares 768 Est. Cost $616.06 Unrealized +6.4%
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $432K Shares 701 Est. Cost $432.57 Unrealized
WMT WALMART INC 0.1%
Value $415K Shares 3,343 Est. Cost $97.77 Unrealized +24.8%
JBL JABIL INC 0.1%
Value $410K Shares 1,544 Est. Cost $213.29 Unrealized +16.3%
CSCO CISCO SYS INC 0.1%
Value $404K Shares 5,202 Est. Cost $69.55 Unrealized +12.0%
FTI TECHNIPFMC PLC 0.1%
Value $401K Shares 5,799 Est. Cost $36.52 Unrealized +54.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $400K Shares 473 Est. Cost $827.72 Unrealized +12.7%
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value $393K Shares 3,867 Est. Cost $101.75 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value $390K Shares 2,699 Est. Cost $113.79 Unrealized +16.5%
RBC RBC BEARINGS INC 0.1%
Value $385K Shares 709 Est. Cost $396.21 Unrealized +30.6%
ACWI ISHARES TR 0.1%
Value $385K Shares 2,783 Est. Cost $80.77 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value $383K Shares 6,591 Est. Cost $59.84 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value $382K Shares 2,739 Est. Cost $128.06 Unrealized +14.7%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $377K Shares 9,564 Est. Cost $39.44 Unrealized
PR PERMIAN RESOURCES CORP 0.1%
Value $376K Shares 17,627 Est. Cost $15.78 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value $368K Shares 1,594 Est. Cost $253.44 Unrealized 0.0%
TIGO MILLICOM INTL CELLULAR S A 0.1%
Value $366K Shares 4,885 Est. Cost $50.35 Unrealized +21.3%
HAUZ DBX ETF TR 0.1%
Value $358K Shares 15,828 Est. Cost $23.45 Unrealized
IJS ISHARES TR 0.1%
Value $348K Shares 2,934 Est. Cost $118.47 Unrealized
NI NISOURCE INC 0.1%
Value $343K Shares 7,344 Est. Cost $41.40 Unrealized +6.3%
IXUS ISHARES TR 0.1%
Value $336K Shares 3,875 Est. Cost $86.64 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $335K Shares 859 Est. Cost $366.63 Unrealized +17.6%
ETH GRAYSCALE ETHEREUM STAKING 0.1%
Value $333K Shares 16,773 Est. Cost $32.09 Unrealized
BIIB BIOGEN INC 0.1%
Value $333K Shares 1,814 Est. Cost $183.25 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $332K Shares 468 Est. Cost $442.00 Unrealized +54.8%
CW CURTISS WRIGHT CORP 0.1%
Value $328K Shares 482 Est. Cost $492.21 Unrealized +32.2%
IVZ INVESCO LTD 0.1%
Value $326K Shares 13,415 Est. Cost $21.32 Unrealized +28.8%
EFV ISHARES TR 0.1%
Value $325K Shares 4,377 Est. Cost $71.41 Unrealized
FLRN SPDR SERIES TRUST 0.1%
Value $323K Shares 10,482 Est. Cost $30.86 Unrealized
FOXA FOX CORP 0.1%
Value $320K Shares 5,487 Est. Cost $59.31 Unrealized +13.3%
T AT&T INC 0.1%
Value $320K Shares 11,024 Est. Cost $25.75 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value $313K Shares 2,518 Est. Cost $99.11 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $313K Shares 1,465 Est. Cost $105.52 Unrealized +114.1%
AXON AXON ENTERPRISE INC 0.1%
Value $311K Shares 733 Est. Cost $526.80 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $308K Shares 309 Est. Cost $963.77 Unrealized 0.0%
APTV APTIV PLC 0.1%
Value $306K Shares 4,403 Est. Cost $76.53 Unrealized +5.8%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value $305K Shares 804 Est. Cost $309.50 Unrealized +32.6%
PRXG PRAXIS FDS 0.1%
Value $305K Shares 9,292 Est. Cost $32.86 Unrealized
KLAC KLA CORP 0.1%
Value $303K Shares 206 Est. Cost $1187.40 Unrealized +23.1%
MU MICRON TECHNOLOGY INC 0.1%
Value $302K Shares 895 Est. Cost $127.82 Unrealized +202.8%
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $299K Shares 2,281 Est. Cost $108.35 Unrealized +16.3%
MTZ MASTEC INC 0.1%
Value $295K Shares 917 Est. Cost $183.12 Unrealized +36.6%
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value $291K Shares 3,446 Est. Cost $84.53 Unrealized
EFG ISHARES TR 0.1%
Value $291K Shares 2,609 Est. Cost $111.37 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value $289K Shares 9,630 Est. Cost $35.77 Unrealized
NFLX NETFLIX INC. 0.1%
Value $286K Shares 2,970 Est. Cost $83.84 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value $283K Shares 1,366 Est. Cost $202.93 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value $283K Shares 1,672 Est. Cost $178.45 Unrealized 0.0%
AVDE AMERICAN CENTY ETF TR 0.1%
Value $280K Shares 3,301 Est. Cost $84.84 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $276K Shares 7,180 Est. Cost $38.42 Unrealized
GDX VANECK ETF TRUST 0.1%
Value $275K Shares 3,000 Est. Cost $91.77 Unrealized
IMCG ISHARES TR 0.1%
Value $275K Shares 3,490 Est. Cost $93.99 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $273K Shares 1,291 Est. Cost $187.72 Unrealized +14.7%
BITB BITWISE BITCOIN ETF TR 0.1%
Value $271K Shares 7,350 Est. Cost $36.81 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $270K Shares 2,912 Est. Cost $74.99 Unrealized +16.2%
PRXV PRAXIS FDS 0.1%
Value $269K Shares 8,648 Est. Cost $31.09 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $264K Shares 570 Est. Cost $423.86 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $264K Shares 5,291 Est. Cost $49.96 Unrealized
OKTA OKTA INC 0.1%
Value $262K Shares 3,326 Est. Cost $86.19 Unrealized 0.0%
TSN TYSON FOODS INC 0.1%
Value $260K Shares 4,062 Est. Cost $62.28 Unrealized 0.0%
ROKU ROKU INC 0.1%
Value $259K Shares 2,735 Est. Cost $98.47 Unrealized 0.0%
APH AMPHENOL CORP 0.1%
Value $258K Shares 2,039 Est. Cost $133.74 Unrealized +9.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $254K Shares 5,065 Est. Cost $38.40 Unrealized +14.1%
GOOG ALPHABET INC 0.1%
Value $252K Shares 877 Est. Cost $323.67 Unrealized 0.0%
GMED GLOBUS MED INC 0.1%
Value $248K Shares 2,875 Est. Cost $91.10 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value $246K Shares 3,000 Est. Cost $51.67 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $241K Shares 2,410 Est. Cost $87.22 Unrealized
LLY ELI LILLY & CO 0.1%
Value $240K Shares 261 Est. Cost $971.33 Unrealized +7.8%
BRX BRIXMOR PPTY GROUP INC 0.1%
Value $239K Shares 8,303 Est. Cost $27.53 Unrealized
G GENPACT LIMITED 0.1%
Value $235K Shares 6,322 Est. Cost $42.59 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value $234K Shares 680 Est. Cost $340.01 Unrealized +6.8%
ADI ANALOG DEVICES INC 0.1%
Value $234K Shares 735 Est. Cost $316.17 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $232K Shares 3,085 Est. Cost $42.44 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value $229K Shares 9,712 Est. Cost $26.36 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $226K Shares 1,040 Est. Cost $227.54 Unrealized -2.2%
DGRO ISHARES TR 0.1%
Value $224K Shares 3,188 Est. Cost $70.17 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $219K Shares 1,290 Est. Cost $138.74 Unrealized 0.0%
ASML ASML HLDG NV 0.1%
Value $217K Shares 164 Est. Cost $1320.84 Unrealized
PVAL PUTNAM ETF TRUST 0.1%
Value $215K Shares 4,631 Est. Cost $37.69 Unrealized
NXT NEXTPOWER INC 0.1%
Value $214K Shares 1,775 Est. Cost $108.82 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value $213K Shares 624 Est. Cost $326.57 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value $212K Shares 1,454 Est. Cost $89.71 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value $210K Shares 1,876 Est. Cost $100.86 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $206K Shares 8,205 Est. Cost $23.84 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value $202K Shares 4,950 Est. Cost $40.83 Unrealized
DLB DOLBY LABORATORIES INC 0.1%
Value $202K Shares 3,359 Est. Cost $63.75 Unrealized 0.0%