SYON CAPITAL LLC Diversified Active

Location: San Francisco, CA

CIK: 0001999353 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.296B (100.0% shares, 0.0% debt)

Holdings (950)

New Positions (120)

XOM EXXONMOBIL HOLDINGS CORP COM SHS 0.5%
Value $10.85M Shares 79,377 Est. Cost Unrealized
PWRL POWERLAW CORP COM 0.3%
Value $6.559M Shares 446,818 Est. Cost Unrealized
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.2%
Value $4.174M Shares 45,165 Est. Cost Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value $3.434M Shares 79,430 Est. Cost Unrealized
ESTC ELASTIC N V ORD SHS 0.1%
Value $3.3M Shares 57,872 Est. Cost Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $2.969M Shares 41,676 Est. Cost Unrealized
FIG FIGMA INC CLASS A COM STK 0.1%
Value $2.435M Shares 134,600 Est. Cost Unrealized
ZMAY INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY 0.1%
Value $2.14M Shares 82,418 Est. Cost Unrealized
NJUN INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE 0.1%
Value $1.717M Shares 52,255 Est. Cost Unrealized
IJUN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE 0.1%
Value $1.637M Shares 52,514 Est. Cost Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value $1.552M Shares 3,639 Est. Cost Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value $1.162M Shares 3,833 Est. Cost Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $1.155M Shares 5,157 Est. Cost Unrealized
HONA HONEYWELL AEROSPACE INC COM 0.0%
Value $1.14M Shares 5,157 Est. Cost Unrealized
KJUN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE 0.0%
Value $1.092M Shares 36,603 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC COMMON STOCK 0.0%
Value $828K Shares 6,104 Est. Cost Unrealized
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $724K Shares 25,352 Est. Cost Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value $688K Shares 22,805 Est. Cost Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $663K Shares 12,083 Est. Cost Unrealized
IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY 0.0%
Value $659K Shares 20,780 Est. Cost Unrealized
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK 0.0%
Value $459K Shares 3,040 Est. Cost Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value $457K Shares 13,191 Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value $448K Shares 1,961 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $432K Shares 2,559 Est. Cost Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $424K Shares 5,186 Est. Cost Unrealized
NTES NETEASE COM INC SPONSORED ADS 0.0%
Value $422K Shares 3,297 Est. Cost Unrealized
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value $417K Shares 9,372 Est. Cost Unrealized
TREX TREX INC COM 0.0%
Value $412K Shares 8,230 Est. Cost Unrealized
HRB BLOCK H & R INC COM 0.0%
Value $382K Shares 10,034 Est. Cost Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value $380K Shares 9,652 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $380K Shares 21,196 Est. Cost Unrealized
GTES GATES INDL CORP LTD COM SHS 0.0%
Value $370K Shares 13,220 Est. Cost Unrealized
VSAT VIASAT INC COM 0.0%
Value $367K Shares 4,081 Est. Cost Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value $361K Shares 4,183 Est. Cost Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $358K Shares 4,676 Est. Cost Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value $352K Shares 7,581 Est. Cost Unrealized
HUM HUMANA INC COM 0.0%
Value $347K Shares 874 Est. Cost Unrealized
NVR NVR INC COM 0.0%
Value $341K Shares 50 Est. Cost Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $337K Shares 526 Est. Cost Unrealized
W WAYFAIR INC CL A 0.0%
Value $330K Shares 3,572 Est. Cost Unrealized
MTRN MATERION CORP COM 0.0%
Value $319K Shares 1,071 Est. Cost Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value $311K Shares 1,590 Est. Cost Unrealized
PB PROSPERITY BANCSHARES INC COM 0.0%
Value $307K Shares 4,203 Est. Cost Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value $306K Shares 10,141 Est. Cost Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value $304K Shares 11,406 Est. Cost Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value $304K Shares 4,912 Est. Cost Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value $302K Shares 1,230 Est. Cost Unrealized
ROL ROLLINS INC COM 0.0%
Value $299K Shares 7,174 Est. Cost Unrealized
COHU COHU INC COM 0.0%
Value $298K Shares 4,036 Est. Cost Unrealized
COO COOPER COS INC COM 0.0%
Value $297K Shares 4,137 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $297K Shares 2,507 Est. Cost Unrealized
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value $292K Shares 12,902 Est. Cost Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $289K Shares 3,593 Est. Cost Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value $286K Shares 9,869 Est. Cost Unrealized
PINS PINTEREST INC CL A 0.0%
Value $283K Shares 13,441 Est. Cost Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value $281K Shares 3,651 Est. Cost Unrealized
QURE UNIQURE NV SHS 0.0%
Value $279K Shares 6,068 Est. Cost Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value $276K Shares 10,685 Est. Cost Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $275K Shares 1,452 Est. Cost Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value $275K Shares 230 Est. Cost Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value $273K Shares 765 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $272K Shares 8,600 Est. Cost Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value $270K Shares 3,313 Est. Cost Unrealized
PVH PVH CORPORATION COM 0.0%
Value $264K Shares 3,558 Est. Cost Unrealized
WWD WOODWARD INC COM 0.0%
Value $262K Shares 617 Est. Cost Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value $262K Shares 11,780 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $260K Shares 3,628 Est. Cost Unrealized
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value $260K Shares 9,672 Est. Cost Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $256K Shares 308 Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value $255K Shares 925 Est. Cost Unrealized
ENVA ENOVA INTL INC COM 0.0%
Value $255K Shares 1,059 Est. Cost Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value $253K Shares 668 Est. Cost Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value $250K Shares 2,266 Est. Cost Unrealized
FLEX FLEX LTD ORD 0.0%
Value $249K Shares 1,538 Est. Cost Unrealized
REPL REPLIMUNE GROUP INC COM 0.0%
Value $247K Shares 22,342 Est. Cost Unrealized
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $243K Shares 345 Est. Cost Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value $242K Shares 5,613 Est. Cost Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $241K Shares 1,051 Est. Cost Unrealized
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value $240K Shares 2,946 Est. Cost Unrealized
TFII TFI INTERNATIONAL INC COM 0.0%
Value $239K Shares 1,665 Est. Cost Unrealized
IAC PEOPLE INC COM NEW 0.0%
Value $238K Shares 5,154 Est. Cost Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value $236K Shares 11,118 Est. Cost Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $235K Shares 4,658 Est. Cost Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value $235K Shares 504 Est. Cost Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value $234K Shares 1,929 Est. Cost Unrealized
ICUI ICU MED INC COM 0.0%
Value $234K Shares 1,595 Est. Cost Unrealized
CE CELANESE CORP DEL COM 0.0%
Value $233K Shares 5,063 Est. Cost Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value $232K Shares 1,734 Est. Cost Unrealized
SYNA SYNAPTICS INC COM 0.0%
Value $231K Shares 1,858 Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $229K Shares 2,285 Est. Cost Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $228K Shares 2,888 Est. Cost Unrealized
CYTK CYTOKINETICS INC COM NEW 0.0%
Value $228K Shares 2,675 Est. Cost Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $227K Shares 3,609 Est. Cost Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value $227K Shares 2,268 Est. Cost Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $223K Shares 6,301 Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $222K Shares 2,502 Est. Cost Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value $220K Shares 15,869 Est. Cost Unrealized
HLIO HELIOS TECHNOLOGIES INC COM 0.0%
Value $220K Shares 2,469 Est. Cost Unrealized
CSL CARLISLE COS INC COM 0.0%
Value $220K Shares 606 Est. Cost Unrealized
BCE BCE INC COM NEW 0.0%
Value $219K Shares 10,181 Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $211K Shares 2,447 Est. Cost Unrealized
SSNC SS&C TECH HLDGS COM 0.0%
Value $209K Shares 3,369 Est. Cost Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $207K Shares 2,457 Est. Cost Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value $207K Shares 1,631 Est. Cost Unrealized
BAP CREDICORP LTD COM 0.0%
Value $206K Shares 528 Est. Cost Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value $203K Shares 3,629 Est. Cost Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $201K Shares 3,997 Est. Cost Unrealized
FOUR SHIFT4 PMTS INC CL A 0.0%
Value $201K Shares 4,131 Est. Cost Unrealized
AES AES CORP COM 0.0%
Value $179K Shares 12,221 Est. Cost Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value $160K Shares 15,447 Est. Cost Unrealized
CXM SPRINKLR INC CL A 0.0%
Value $131K Shares 25,472 Est. Cost Unrealized
MYGN MYRIAD GENETICS INC COM 0.0%
Value $128K Shares 22,346 Est. Cost Unrealized
VNDA VANDA PHARMACEUTICALS INC COM 0.0%
Value $125K Shares 20,401 Est. Cost Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $103K Shares 10,400 Est. Cost Unrealized
PGEN PRECIGEN INC COM 0.0%
Value $86,081 Shares 15,102 Est. Cost Unrealized
SPRY ARS PHARMACEUTICALS INC COM 0.0%
Value $80,420 Shares 10,040 Est. Cost Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value $54,092 Shares 13,003 Est. Cost Unrealized
ALT ALTIMMUNE INC COM NEW 0.0%
Value $52,039 Shares 17,118 Est. Cost Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value $45,072 Shares 11,707 Est. Cost Unrealized
PRME PRIME MEDICINE INC COM 0.0%
Value $40,874 Shares 11,077 Est. Cost Unrealized

Increased Positions (483)

FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.6%
Value $14.45M (+5142.4%) Shares 283,149 (+5961.8%) Est. Cost Unrealized
GOOG ALPHABET INC CAP STK CL C 2.2%
Value $50.34M (+35.9%) Shares 142,483 (+10.3%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC COM 0.8%
Value $18.08M (+251.3%) Shares 15,661 (+2.8%) Est. Cost Unrealized
AAPL APPLE INC COM 3.0%
Value $69.15M (+21.4%) Shares 238,989 (+6.5%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION COM 3.0%
Value $68.3M (+20.7%) Shares 341,321 (+5.2%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value $14.9M (+220.2%) Shares 25,657 (+12.1%) Est. Cost Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.4%
Value $32.69M (+42.9%) Shares 698,411 (+43.3%) Est. Cost Unrealized
IVV ISHARES CORE S&P 500 ETF 1.8%
Value $41.91M (+27.1%) Shares 55,958 (+10.9%) Est. Cost Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 1.4%
Value $32.2M (+37.8%) Shares 315,195 (+39.5%) Est. Cost Unrealized
AMZN AMAZON COM INC COM 1.4%
Value $31.13M (+26.1%) Shares 130,605 (+10.1%) Est. Cost Unrealized
AVGO BROADCOM INC COM 1.2%
Value $28.59M (+25.8%) Shares 75,695 (+3.1%) Est. Cost Unrealized
LLY ELI LILLY & CO COM 0.7%
Value $15.75M (+33.6%) Shares 13,135 (+2.5%) Est. Cost Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.9%
Value $43.02M (+9.9%) Shares 434,648 (+10.2%) Est. Cost Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 3.5%
Value $80.45M (+4.6%) Shares 1,395,697 (+3.2%) Est. Cost Unrealized
KLAC KLA CORP COM NEW 0.3%
Value $6.643M (+108.3%) Shares 22,019 (+916.6%) Est. Cost Unrealized
INTC INTEL CORP COM 0.2%
Value $3.956M (+395.1%) Shares 28,335 (+56.5%) Est. Cost Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $4.201M (+240.8%) Shares 11,353 (+195.4%) Est. Cost Unrealized
CAT CATERPILLAR INC COM 0.4%
Value $8.411M (+53.4%) Shares 7,899 (+2.1%) Est. Cost Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.9%
Value $20.46M (+15.1%) Shares 606,278 (+21.1%) Est. Cost Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value $44.78M (+6.2%) Shares 120,037 (+5.4%) Est. Cost Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value $16.36M (+19.1%) Shares 169,689 (+16.0%) Est. Cost Unrealized
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.5%
Value $12.14M (+25.6%) Shares 187,958 (+53.5%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value $16.44M (+17.6%) Shares 50,236 (+5.7%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $4.806M (+92.1%) Shares 11,562 (+25.0%) Est. Cost Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value $3.653M (+146.3%) Shares 150,764 (+146.4%) Est. Cost Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.4%
Value $10.09M (+26.1%) Shares 189,423 (+25.8%) Est. Cost Unrealized
IMAR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH 0.1%
Value $3.232M (+177.3%) Shares 106,165 (+164.4%) Est. Cost Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.3%
Value $7.696M (+34.7%) Shares 82,511 (+21.9%) Est. Cost Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.2%
Value $3.729M (+108.0%) Shares 23,562 (+67.9%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value $8.207M (+30.5%) Shares 8,114 (+9.2%) Est. Cost Unrealized
CSCO CISCO SYS INC COM 0.2%
Value $5.409M (+53.2%) Shares 46,049 (+1.2%) Est. Cost Unrealized
TSLA TESLA INC COM 0.5%
Value $11.49M (+17.5%) Shares 27,325 (+3.8%) Est. Cost Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 1.1%
Value $26.13M (+6.6%) Shares 516,489 (+5.4%) Est. Cost Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value $4.976M (+47.0%) Shares 22,831 (+32.3%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.2%
Value $3.73M (+74.1%) Shares 7,811 (+23.2%) Est. Cost Unrealized
V VISA INC COM CL A 0.4%
Value $9.477M (+18.5%) Shares 27,623 (+4.4%) Est. Cost Unrealized
BAC BANK OF AMER CORP COM 0.3%
Value $6.139M (+31.1%) Shares 107,743 (+12.1%) Est. Cost Unrealized
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 1.3%
Value $30.19M (+5.0%) Shares 1,231,692 (+2.2%) Est. Cost Unrealized
META META PLATFORMS INC CL A 2.2%
Value $49.63M (+2.9%) Shares 88,105 (+4.5%) Est. Cost Unrealized
SNDK SANDISK CORP COM 0.1%
Value $1.646M (+478.4%) Shares 724 (+61.6%) Est. Cost Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.2%
Value $5.704M (+31.2%) Shares 114,129 (+27.9%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value $16.94M (+8.4%) Shares 33,847 (+3.9%) Est. Cost Unrealized
MCHI ISHARES MSCI CHINA ETF 1.1%
Value $25.53M (+5.4%) Shares 500,385 (+16.1%) Est. Cost Unrealized
GEV GE VERNOVA INC COM 0.2%
Value $4.177M (+44.2%) Shares 3,555 (+7.1%) Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value $1.885M (+204.1%) Shares 4,370 (+15.7%) Est. Cost Unrealized
APH AMPHENOL CORP CL A 0.2%
Value $3.972M (+46.6%) Shares 22,529 (+5.0%) Est. Cost Unrealized
ABBV ABBVIE INC COM 0.3%
Value $6.852M (+21.9%) Shares 27,228 (+5.4%) Est. Cost Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value $7.508M (+19.5%) Shares 62,818 (+597.7%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value $3.59M (+49.6%) Shares 21,133 (+8.2%) Est. Cost Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.5%
Value $10.8M (+12.4%) Shares 45,628 (+2.1%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value $3.886M (+42.6%) Shares 11,488 (+27.6%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $1.534M (+254.2%) Shares 2,010 (+81.2%) Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value $3.453M (+46.0%) Shares 9,201 (+8.1%) Est. Cost Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.3%
Value $6.64M (+18.6%) Shares 18,424 (+2.7%) Est. Cost Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value $2.722M (+61.8%) Shares 9,133 (+5.4%) Est. Cost Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value $8.166M (+13.9%) Shares 32,155 (+9.6%) Est. Cost Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value $6.895M (+16.3%) Shares 89,413 (+1.8%) Est. Cost Unrealized
NFLX NETFLIX INC. COM 0.2%
Value $5.221M (-15.6%) Shares 73,127 (+13.7%) Est. Cost Unrealized
ACLO TCW AAA CLO ETF 0.1%
Value $2.437M (+64.2%) Shares 48,263 (+63.9%) Est. Cost Unrealized
FTNT FORTINET INC COM 0.1%
Value $1.664M (+101.6%) Shares 10,834 (+7.3%) Est. Cost Unrealized
DDOG DATADOG INC CL A COM 0.1%
Value $1.295M (+151.8%) Shares 4,974 (+14.2%) Est. Cost Unrealized
KO COCA COLA CO COM 0.2%
Value $3.495M (+28.7%) Shares 43,003 (+20.4%) Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value $2.845M (+37.5%) Shares 29,599 (+3.7%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $2.506M (+43.1%) Shares 75,265 (+65.2%) Est. Cost Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.2%
Value $3.956M (+23.5%) Shares 47,490 (+7.9%) Est. Cost Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value $1.087M (+194.8%) Shares 16,934 (+50.4%) Est. Cost Unrealized
POWL POWELL INDS INC COM 0.1%
Value $2.089M (+52.0%) Shares 7,295 (+187.2%) Est. Cost Unrealized
WMT WALMART INC COM 0.4%
Value $9.823M (-6.6%) Shares 86,726 (+2.5%) Est. Cost Unrealized
MRK MERCK & CO INC COM 0.2%
Value $3.773M (+22.2%) Shares 29,362 (+14.4%) Est. Cost Unrealized
MAS MASCO CORP COM 0.1%
Value $1.729M (+61.8%) Shares 21,247 (+20.0%) Est. Cost Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value $3.295M (+25.0%) Shares 15,082 (+13.4%) Est. Cost Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value $3.085M (+26.0%) Shares 32,446 (+9.3%) Est. Cost Unrealized
C CITIGROUP INC COM NEW 0.1%
Value $2.534M (+32.3%) Shares 18,104 (+7.2%) Est. Cost Unrealized
KRC KILROY REALTY CORP COM 0.0%
Value $1.073M (+131.0%) Shares 28,633 (+73.9%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value $1.661M (+56.9%) Shares 23,017 (+56.4%) Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.1%
Value $1.849M (+47.9%) Shares 4,781 (+12.0%) Est. Cost Unrealized
ETN EATON CORP PLC SHS 0.1%
Value $3.432M (+20.8%) Shares 8,055 (+1.4%) Est. Cost Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value $2.68M (+27.8%) Shares 6,758 (+15.7%) Est. Cost Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value $4.056M (+16.6%) Shares 25,563 (+7.8%) Est. Cost Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $944K (+157.7%) Shares 13,866 (+130.1%) Est. Cost Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $834K (+225.3%) Shares 23,954 (+248.0%) Est. Cost Unrealized
RY ROYAL BK CDA COM 0.1%
Value $2.435M (+30.9%) Shares 11,763 (+2.3%) Est. Cost Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.4%
Value $8.066M (+7.6%) Shares 174,814 (+6.3%) Est. Cost Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value $2.034M (+38.2%) Shares 19,904 (+21.1%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $775K (+261.3%) Shares 2,600 (+20.1%) Est. Cost Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value $855K (+182.5%) Shares 28,507 (+112.7%) Est. Cost Unrealized
ESS ESSEX PPTY TR INC COM 0.1%
Value $1.259M (+77.4%) Shares 4,316 (+47.3%) Est. Cost Unrealized
DE DEERE & CO COM 0.1%
Value $2.688M (+25.2%) Shares 4,238 (+11.2%) Est. Cost Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $894K (+145.6%) Shares 7,117 (+137.5%) Est. Cost Unrealized
STT STATE STR CORP COM 0.1%
Value $1.966M (+35.7%) Shares 11,590 (+1.3%) Est. Cost Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value $1.893M (+35.3%) Shares 15,592 (+4.0%) Est. Cost Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value $2.184M (+29.0%) Shares 5,500 (+3.3%) Est. Cost Unrealized
LIN LINDE PLC SHS 0.2%
Value $4.25M (+12.9%) Shares 8,190 (+7.9%) Est. Cost Unrealized
TTC TORO CO COM 0.1%
Value $1.33M (+57.5%) Shares 13,649 (+51.0%) Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value $1.216M (+66.3%) Shares 8,941 (+12.6%) Est. Cost Unrealized
WFC WELLS FARGO & CO COM 0.1%
Value $3.161M (+18.0%) Shares 38,250 (+13.6%) Est. Cost Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $709K (+201.4%) Shares 28,499 (+128.0%) Est. Cost Unrealized
UNP UNION PAC CORP COM 0.1%
Value $2.241M (+26.8%) Shares 8,238 (+13.1%) Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $919K (+105.8%) Shares 5,228 (+131.6%) Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value $1.221M (+60.9%) Shares 2,467 (+16.6%) Est. Cost Unrealized
CB CHUBB LIMITED COM 0.1%
Value $2.272M (+24.7%) Shares 6,668 (+19.3%) Est. Cost Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $876K (+103.1%) Shares 2,439 (+41.8%) Est. Cost Unrealized
QCOM QUALCOMM INC COM 0.0%
Value $910K (+94.8%) Shares 4,923 (+35.8%) Est. Cost Unrealized
FFIV F5 INC COM 0.1%
Value $1.376M (+47.1%) Shares 3,309 (+2.4%) Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $1.08M (+66.6%) Shares 11,935 (+47.5%) Est. Cost Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value $880K (+95.2%) Shares 8,419 (+101.7%) Est. Cost Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $1.132M (+59.3%) Shares 7,220 (+55.3%) Est. Cost Unrealized
BK BANK OF NY MELLON CORP COM 0.1%
Value $1.963M (+27.2%) Shares 13,577 (+4.4%) Est. Cost Unrealized
GLD SPDR GOLD SHARES 0.6%
Value $14.66M (-2.8%) Shares 39,808 (+13.6%) Est. Cost Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $944K (+79.1%) Shares 6,831 (+22.7%) Est. Cost Unrealized
AXTA AXALTA COATING SYS LTD COM 0.0%
Value $702K (+145.3%) Shares 20,503 (+98.6%) Est. Cost Unrealized
HWM HOWMET AEROSPACE INC COM 0.1%
Value $2.369M (+21.2%) Shares 8,813 (+3.9%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $623K (+193.8%) Shares 1,860 (+119.9%) Est. Cost Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value $1.441M (+39.5%) Shares 25,554 (+15.0%) Est. Cost Unrealized
YETI YETI HLDGS INC COM 0.1%
Value $1.291M (+46.1%) Shares 26,044 (+7.9%) Est. Cost Unrealized
BBY BEST BUY INC COM 0.0%
Value $818K (+97.9%) Shares 10,780 (+67.5%) Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value $2.088M (+23.9%) Shares 9,336 (+3.3%) Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $1.253M (-24.2%) Shares 25,796 (+1.4%) Est. Cost Unrealized
VLO VALERO ENERGY CORP COM 0.2%
Value $3.707M (+11.8%) Shares 14,232 (+6.1%) Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $873K (+80.8%) Shares 4,236 (+72.1%) Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $2.431M (+19.0%) Shares 16,044 (+25.5%) Est. Cost Unrealized
TKR TIMKEN CO COM 0.0%
Value $1.071M (+56.7%) Shares 7,370 (+8.5%) Est. Cost Unrealized
GWW WW GRAINGER INC COM 0.1%
Value $1.607M (+31.7%) Shares 1,181 (+5.6%) Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $1.662M (+30.0%) Shares 5,035 (+14.9%) Est. Cost Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.1%
Value $1.252M (+43.8%) Shares 130,693 (+19.2%) Est. Cost Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value $1.09M (+53.3%) Shares 9,164 (+18.9%) Est. Cost Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $703K (+111.9%) Shares 38,866 (+165.9%) Est. Cost Unrealized
EBAY EBAY INC. COM 0.1%
Value $1.576M (+30.6%) Shares 14,104 (+6.3%) Est. Cost Unrealized
BMO BANK MONTREAL MEDIUM COM 0.1%
Value $1.431M (+34.3%) Shares 8,098 (+2.9%) Est. Cost Unrealized
STE STERIS PLC SHS USD 0.0%
Value $738K (+95.2%) Shares 3,506 (+105.0%) Est. Cost Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value $1.503M (+31.4%) Shares 5,873 (+18.5%) Est. Cost Unrealized
MAN MANPOWERGROUP INC WIS COM 0.0%
Value $602K (+145.2%) Shares 17,826 (+113.9%) Est. Cost Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value $733K (+93.8%) Shares 3,546 (+50.3%) Est. Cost Unrealized
DIS DISNEY WALT CO COM 0.1%
Value $1.548M (+29.7%) Shares 16,084 (+29.9%) Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC COM 0.1%
Value $1.798M (+24.5%) Shares 25,659 (+6.6%) Est. Cost Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value $1.168M (+43.3%) Shares 1,622 (+9.3%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value $2.217M (+18.9%) Shares 5,982 (+4.9%) Est. Cost Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value $2.615M (+15.6%) Shares 28,524 (+7.4%) Est. Cost Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value $591K (+144.4%) Shares 17,630 (+103.6%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value $6.423M (+5.6%) Shares 12,506 (+2.8%) Est. Cost Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $1.053M (+48.0%) Shares 52,503 (+52.8%) Est. Cost Unrealized
SO SOUTHERN CO COM 0.1%
Value $1.355M (+33.5%) Shares 14,161 (+34.6%) Est. Cost Unrealized
NVT NVENT ELEC PLC SHS 0.0%
Value $880K (+62.8%) Shares 5,191 (+13.5%) Est. Cost Unrealized
MTCH MATCH GROUP INC NEW COM 0.1%
Value $1.188M (+39.9%) Shares 31,211 (+12.9%) Est. Cost Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $542K (+161.1%) Shares 1,051 (+101.7%) Est. Cost Unrealized
TU TELUS CORPORATION COM 0.0%
Value $522K (+174.5%) Shares 49,420 (+233.2%) Est. Cost Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value $668K (+98.5%) Shares 6,556 (+26.9%) Est. Cost Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.0%
Value $689K (+90.5%) Shares 12,006 (+121.0%) Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $1.046M (+45.1%) Shares 7,532 (+27.6%) Est. Cost Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value $682K (+86.7%) Shares 3,967 (+43.9%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $658K (+91.5%) Shares 14,596 (+1.1%) Est. Cost Unrealized
ALL ALLSTATE CORP COM 0.1%
Value $1.46M (+27.2%) Shares 6,138 (+10.9%) Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value $3.254M (+10.6%) Shares 17,986 (+1.1%) Est. Cost Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $1.129M (+38.1%) Shares 14,399 (+10.2%) Est. Cost Unrealized
PPG PPG INDS INC COM 0.0%
Value $822K (+60.6%) Shares 6,778 (+41.5%) Est. Cost Unrealized
SYY SYSCO CORP COM 0.0%
Value $795K (+63.9%) Shares 9,515 (+39.8%) Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $594K (+108.3%) Shares 4,339 (+147.1%) Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO CL A 0.1%
Value $1.253M (+32.6%) Shares 8,036 (+7.7%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value $1.737M (+21.5%) Shares 3,537 (+3.1%) Est. Cost Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value $1.484M (+25.9%) Shares 10,367 (+15.2%) Est. Cost Unrealized
AVT AVNET INC COM 0.0%
Value $767K (+65.9%) Shares 8,630 (+15.1%) Est. Cost Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $587K (+106.8%) Shares 5,590 (+96.5%) Est. Cost Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value $1.308M (+30.2%) Shares 1,776 (+2.0%) Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $654K (+85.6%) Shares 7,942 (+56.3%) Est. Cost Unrealized
CGNX COGNEX CORP COM 0.0%
Value $848K (+55.2%) Shares 11,708 (+5.0%) Est. Cost Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $1.736M (+20.9%) Shares 24,134 (+10.9%) Est. Cost Unrealized
MTB M & T BK CORP COM 0.0%
Value $960K (+45.2%) Shares 4,035 (+26.1%) Est. Cost Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $1.032M (+40.8%) Shares 43,709 (+34.0%) Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $1.732M (-14.6%) Shares 3,401 (+1.3%) Est. Cost Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value $553K (+115.7%) Shares 2,589 (+45.0%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $678K (-30.2%) Shares 5,450 (+11.2%) Est. Cost Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $949K (+44.4%) Shares 5,811 (+2.0%) Est. Cost Unrealized
EPR EPR PPTYS COM SH BEN INT 0.1%
Value $1.225M (+31.2%) Shares 21,117 (+13.0%) Est. Cost Unrealized
USB US BANCORP COM NEW 0.0%
Value $1.121M (+35.1%) Shares 18,565 (+16.3%) Est. Cost Unrealized
CME CME GROUP INC COM 0.0%
Value $1.129M (-20.1%) Shares 5,112 (+6.8%) Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value $1.368M (+26.2%) Shares 45,291 (+9.2%) Est. Cost Unrealized
MCK MCKESSON CORP COM 0.1%
Value $2.376M (-10.7%) Shares 3,144 (+2.3%) Est. Cost Unrealized
CVX CHEVRON CORPORATION COM 0.2%
Value $3.84M (-6.9%) Shares 23,166 (+16.2%) Est. Cost Unrealized
ATR APTARGROUP INC COM 0.0%
Value $548K (+105.0%) Shares 4,379 (+106.4%) Est. Cost Unrealized
IX ORIX CORP SPONSORED ADR 0.0%
Value $1.136M (+32.5%) Shares 29,862 (+4.5%) Est. Cost Unrealized
UNM UNUM GROUP COM 0.0%
Value $783K (+55.2%) Shares 8,759 (+26.8%) Est. Cost Unrealized
EPAM EPAM SYS INC COM 0.0%
Value $501K (+123.6%) Shares 6,318 (+281.5%) Est. Cost Unrealized
RMD RESMED INC COM 0.0%
Value $1.035M (+35.4%) Shares 5,311 (+56.0%) Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $1.093M (+32.8%) Shares 46,079 (+7.3%) Est. Cost Unrealized
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value $549K (+91.8%) Shares 8,679 (+85.9%) Est. Cost Unrealized
KEP KOREA ELEC PWR CORP SPONSORED ADR 0.0%
Value $529K (+98.4%) Shares 43,752 (+133.7%) Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.1%
Value $1.263M (+25.4%) Shares 16,385 (+21.2%) Est. Cost Unrealized
AME AMETEK INC COM 0.1%
Value $1.527M (+19.8%) Shares 6,313 (+6.1%) Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value $1.46M (+20.9%) Shares 4,598 (+4.8%) Est. Cost Unrealized
MDB MONGODB INC CL A 0.0%
Value $568K (+79.3%) Shares 1,692 (+30.7%) Est. Cost Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value $459K (+120.1%) Shares 39,199 (+85.7%) Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $716K (+53.6%) Shares 6,302 (+21.8%) Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $1.914M (+15.0%) Shares 13,100 (+3.1%) Est. Cost Unrealized
VRSN VERISIGN INC COM 0.1%
Value $1.245M (+25.0%) Shares 4,951 (+23.4%) Est. Cost Unrealized
IEX IDEX CORP COM 0.0%
Value $461K (+116.4%) Shares 2,032 (+80.8%) Est. Cost Unrealized
ALLY ALLY FINL INC COM 0.0%
Value $789K (+45.8%) Shares 17,177 (+24.4%) Est. Cost Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value $844K (+40.0%) Shares 3,943 (+13.4%) Est. Cost Unrealized
WELL WELLTOWER INC COM 0.1%
Value $1.341M (+21.8%) Shares 5,908 (+6.1%) Est. Cost Unrealized
CSX CSX CORP COM 0.1%
Value $1.391M (+20.7%) Shares 29,275 (+4.3%) Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $1.462M (+19.4%) Shares 4,425 (+9.9%) Est. Cost Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value $2.153M (+12.3%) Shares 2,201 (+2.8%) Est. Cost Unrealized
SNA SNAP ON INC COM 0.1%
Value $1.404M (+20.1%) Shares 3,488 (+8.4%) Est. Cost Unrealized
CDW CDW CORP COM 0.0%
Value $522K (+81.5%) Shares 3,710 (+56.2%) Est. Cost Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value $710K (+49.3%) Shares 89,833 (+54.0%) Est. Cost Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value $550K (+73.5%) Shares 5,742 (+50.0%) Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $790K (+41.8%) Shares 10,776 (+8.9%) Est. Cost Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $677K (+52.1%) Shares 80,157 (+30.8%) Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $794K (+41.0%) Shares 5,976 (+21.0%) Est. Cost Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value $944K (+32.4%) Shares 1,017 (+4.2%) Est. Cost Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $879K (+35.5%) Shares 8,943 (+27.0%) Est. Cost Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $695K (+49.4%) Shares 20,884 (+6.1%) Est. Cost Unrealized
FTV FORTIVE CORP COM 0.0%
Value $524K (+78.0%) Shares 8,579 (+61.1%) Est. Cost Unrealized
PK PARK HOTELS & RESORTS INC COM 0.0%
Value $605K (+60.7%) Shares 42,424 (+18.7%) Est. Cost Unrealized
EQT EQT CORP COM 0.0%
Value $623K (+57.7%) Shares 11,725 (+88.7%) Est. Cost Unrealized
EQIX EQUINIX INC COM 0.0%
Value $1.096M (+26.3%) Shares 1,051 (+18.8%) Est. Cost Unrealized
NNN NNN REIT INC COM 0.0%
Value $1.011M (+28.9%) Shares 21,729 (+16.4%) Est. Cost Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $1.079M (+26.4%) Shares 8,540 (+2.2%) Est. Cost Unrealized
MET METLIFE INC COM 0.0%
Value $1.114M (+25.2%) Shares 13,167 (+4.6%) Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.1%
Value $1.211M (-15.6%) Shares 22,560 (+4.0%) Est. Cost Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value $898K (+32.9%) Shares 2,822 (+13.1%) Est. Cost Unrealized
WAT WATERS CORP COM 0.0%
Value $622K (+55.5%) Shares 1,659 (+23.4%) Est. Cost Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $956K (+29.9%) Shares 23,601 (+10.4%) Est. Cost Unrealized
AFL AFLAC INC COM 0.1%
Value $2.318M (+10.4%) Shares 19,774 (+3.3%) Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD MED TERM COM 0.1%
Value $1.228M (-15.1%) Shares 31,076 (+4.7%) Est. Cost Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $406K (-35.0%) Shares 5,656 (+6.9%) Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value $1.808M (+13.6%) Shares 3,640 (+2.2%) Est. Cost Unrealized
PII POLARIS INC COM 0.0%
Value $585K (+58.2%) Shares 8,550 (+26.0%) Est. Cost Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $1.006M (+27.1%) Shares 8,788 (+8.4%) Est. Cost Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value $1.178M (-15.4%) Shares 7,026 (+6.0%) Est. Cost Unrealized
YUM YUM BRANDS INC COM 0.1%
Value $1.232M (+21.0%) Shares 7,708 (+17.7%) Est. Cost Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $999K (+27.2%) Shares 8,262 (+15.2%) Est. Cost Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $1.047M (+25.5%) Shares 75,886 (+2.6%) Est. Cost Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $625K (+51.6%) Shares 10,805 (+51.1%) Est. Cost Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value $466K (+82.2%) Shares 18,784 (+66.3%) Est. Cost Unrealized
INCY INCYTE CORP COM 0.0%
Value $727K (+40.7%) Shares 6,409 (+16.8%) Est. Cost Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.1%
Value $1.549M (+15.5%) Shares 138,963 (+16.7%) Est. Cost Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value $931K (+28.6%) Shares 34,667 (+1.3%) Est. Cost Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value $804K (+34.6%) Shares 3,547 (+2.4%) Est. Cost Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value $673K (+44.3%) Shares 7,429 (+8.9%) Est. Cost Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $537K (+62.3%) Shares 6,962 (+37.4%) Est. Cost Unrealized
AIZ ASSURANT INC COM 0.0%
Value $731K (+39.1%) Shares 2,724 (+12.8%) Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $1.208M (+20.5%) Shares 4,905 (+1.8%) Est. Cost Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 0.0%
Value $976K (+26.4%) Shares 41,381 (+5.9%) Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $1.586M (+14.7%) Shares 12,526 (+18.7%) Est. Cost Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value $412K (+96.2%) Shares 4,932 (+73.1%) Est. Cost Unrealized
PRI PRIMERICA INC COM 0.0%
Value $500K (+67.5%) Shares 1,760 (+47.7%) Est. Cost Unrealized
DHI D R HORTON INC COM 0.0%
Value $1.036M (+24.1%) Shares 6,361 (+4.6%) Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $762K (+35.6%) Shares 3,595 (+25.4%) Est. Cost Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $985K (+25.1%) Shares 9,140 (+4.6%) Est. Cost Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value $686K (+39.9%) Shares 1,506 (+4.3%) Est. Cost Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $887K (+28.0%) Shares 27,744 (+34.3%) Est. Cost Unrealized
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value $713K (+37.4%) Shares 1,775 (+9.9%) Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $518K (+57.1%) Shares 10,074 (+14.8%) Est. Cost Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value $2.159M (-8.0%) Shares 14,381 (+6.0%) Est. Cost Unrealized
NDSN NORDSON CORP COM 0.0%
Value $580K (+47.3%) Shares 1,923 (+29.9%) Est. Cost Unrealized
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value $557K (+49.9%) Shares 3,155 (+46.2%) Est. Cost Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value $408K (+82.7%) Shares 16,092 (+61.9%) Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $2.353M (+8.4%) Shares 8,701 (+4.4%) Est. Cost Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $593K (+44.5%) Shares 4,803 (+24.3%) Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL COM 0.1%
Value $1.427M (+14.7%) Shares 18,767 (+2.6%) Est. Cost Unrealized
BIIB BIOGEN INC COM 0.0%
Value $754K (+31.5%) Shares 3,492 (+11.6%) Est. Cost Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value $710K (+33.6%) Shares 8,177 (+6.7%) Est. Cost Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value $489K (+57.6%) Shares 10,048 (+55.3%) Est. Cost Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value $975K (+22.2%) Shares 12,230 (+16.0%) Est. Cost Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value $594K (+42.5%) Shares 3,615 (+16.5%) Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value $2.486M (+7.7%) Shares 40,246 (+1.9%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value $1.921M (+10.1%) Shares 20,856 (+10.3%) Est. Cost Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $638K (+37.7%) Shares 2,442 (+53.1%) Est. Cost Unrealized
CTVA CORTEVA INC COM 0.0%
Value $921K (+23.2%) Shares 10,874 (+21.8%) Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $1.117M (+18.4%) Shares 8,162 (+13.4%) Est. Cost Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $594K (+40.8%) Shares 44,110 (+64.4%) Est. Cost Unrealized
AEE AMEREN CORP COM 0.0%
Value $712K (+31.4%) Shares 6,298 (+27.7%) Est. Cost Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value $239K (+229.2%) Shares 28,208 (+111.6%) Est. Cost Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value $595K (+38.4%) Shares 11,416 (+22.0%) Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $817K (+24.9%) Shares 2,785 (+23.8%) Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $530K (+44.2%) Shares 2,122 (+13.9%) Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $502K (+47.6%) Shares 3,079 (+29.8%) Est. Cost Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value $672K (+31.5%) Shares 8,781 (+33.3%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $1.116M (+16.6%) Shares 14,972 (+17.8%) Est. Cost Unrealized
KR KROGER CO COM 0.0%
Value $1.102M (-12.3%) Shares 19,847 (+14.3%) Est. Cost Unrealized
AMGN AMGEN INC COM 0.1%
Value $3.063M (+5.3%) Shares 8,459 (+2.3%) Est. Cost Unrealized
BALL BALL CORP COM 0.0%
Value $921K (+19.9%) Shares 14,754 (+13.6%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $503K (+43.0%) Shares 5,521 (+1.3%) Est. Cost Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value $1.716M (+9.6%) Shares 15,508 (+12.2%) Est. Cost Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $369K (+68.7%) Shares 1,958 (+46.0%) Est. Cost Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $638K (+30.8%) Shares 4,198 (+24.6%) Est. Cost Unrealized
DB DEUTSCHE BK AG NAMEN AKT 0.0%
Value $991K (+17.8%) Shares 29,362 (+4.0%) Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $798K (+23.1%) Shares 23,464 (+15.9%) Est. Cost Unrealized
PEP PEPSICO INC COM 0.1%
Value $1.519M (-8.9%) Shares 11,216 (+4.5%) Est. Cost Unrealized
CUBE CUBESMART COM 0.0%
Value $522K (+39.3%) Shares 13,129 (+28.4%) Est. Cost Unrealized
ROST ROSS STORES INC COM 0.1%
Value $1.169M (+14.4%) Shares 5,492 (+16.5%) Est. Cost Unrealized
ORCL ORACLE CORP COM 0.2%
Value $4.065M (+3.7%) Shares 27,740 (+4.1%) Est. Cost Unrealized
AVTR AVANTOR INC COM 0.0%
Value $232K (+168.2%) Shares 23,415 (+112.4%) Est. Cost Unrealized
AMG AFFILIATED MANAGERS GROUP COM 0.0%
Value $546K (+35.9%) Shares 1,612 (+11.1%) Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $538K (+36.4%) Shares 7,941 (+7.7%) Est. Cost Unrealized
DBX DROPBOX INC CL A 0.0%
Value $564K (+32.5%) Shares 20,522 (+9.6%) Est. Cost Unrealized
RVTY REVVITY INC COM 0.0%
Value $494K (+38.5%) Shares 4,442 (+9.1%) Est. Cost Unrealized
NUE NUCOR CORP COM 0.0%
Value $518K (+36.1%) Shares 2,326 (+3.3%) Est. Cost Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.1%
Value $1.377M (+11.1%) Shares 28,885 (+2.1%) Est. Cost Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $722K (+23.4%) Shares 3,521 (+22.7%) Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS 0.0%
Value $676K (+25.4%) Shares 33,982 (+7.0%) Est. Cost Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value $396K (+52.5%) Shares 2,545 (+11.4%) Est. Cost Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $665K (+25.4%) Shares 4,364 (+20.4%) Est. Cost Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value $907K (+17.4%) Shares 15,250 (+2.2%) Est. Cost Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $419K (+46.9%) Shares 5,944 (+38.1%) Est. Cost Unrealized
MRNA MODERNA INC COM 0.0%
Value $398K (+50.3%) Shares 5,681 (+9.1%) Est. Cost Unrealized
TGT TARGET CORP COM 0.0%
Value $764K (+21.0%) Shares 5,849 (+12.3%) Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $439K (+43.0%) Shares 9,192 (+10.7%) Est. Cost Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value $596K (+28.0%) Shares 5,404 (+20.2%) Est. Cost Unrealized
FAST FASTENAL CO COM 0.1%
Value $1.172M (+12.4%) Shares 24,407 (+8.6%) Est. Cost Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $630K (+25.6%) Shares 3,404 (+6.7%) Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $665K (+23.9%) Shares 3,069 (+11.8%) Est. Cost Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $444K (+39.8%) Shares 2,936 (+45.3%) Est. Cost Unrealized
PSO PEARSON PLC SPONSORED ADR 0.0%
Value $450K (+38.9%) Shares 28,322 (+14.8%) Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $954K (+15.1%) Shares 11,006 (+4.5%) Est. Cost Unrealized
PODD INSULET CORP COM 0.0%
Value $501K (+33.1%) Shares 3,292 (+83.5%) Est. Cost Unrealized
MMM 3M CO COM 0.0%
Value $1.058M (+13.1%) Shares 6,532 (+1.4%) Est. Cost Unrealized
VTR VENTAS INC COM 0.0%
Value $570K (+27.0%) Shares 6,420 (+17.0%) Est. Cost Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value $710K (+20.6%) Shares 24,216 (+1.4%) Est. Cost Unrealized
D DOMINION ENERGY INC COM 0.0%
Value $672K (+21.7%) Shares 9,835 (+10.2%) Est. Cost Unrealized
RACE FERRARI N V COM 0.0%
Value $606K (+23.9%) Shares 1,627 (+12.7%) Est. Cost Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $878K (+15.2%) Shares 1,668 (+22.9%) Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $407K (+39.5%) Shares 22,949 (+23.1%) Est. Cost Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $1.093M (+11.8%) Shares 10,215 (+5.2%) Est. Cost Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value $696K (+19.4%) Shares 8,113 (+2.7%) Est. Cost Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $445K (-20.2%) Shares 12,047 (+1.5%) Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC SHS 0.0%
Value $536K (+26.5%) Shares 7,161 (+10.1%) Est. Cost Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $414K (+37.3%) Shares 4,751 (+5.8%) Est. Cost Unrealized
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value $609K (+22.4%) Shares 19,330 (+11.8%) Est. Cost Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $336K (-24.7%) Shares 1,201 (+2.2%) Est. Cost Unrealized
G GENPACT LIMITED SHS 0.0%
Value $524K (-17.3%) Shares 19,046 (+12.0%) Est. Cost Unrealized
IVZ INVESCO LTD SHS 0.0%
Value $647K (+20.4%) Shares 24,529 (+10.8%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $433K (-20.2%) Shares 4,515 (+4.3%) Est. Cost Unrealized
PLD PROLOGIS INC. COM 0.1%
Value $1.221M (+9.8%) Shares 9,010 (+7.2%) Est. Cost Unrealized
EXC EXELON CORP COM 0.0%
Value $1.109M (+10.9%) Shares 23,785 (+16.6%) Est. Cost Unrealized
L LOEWS CORP COM 0.0%
Value $844K (+14.8%) Shares 7,451 (+8.2%) Est. Cost Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value $462K (+30.6%) Shares 4,019 (+7.6%) Est. Cost Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value $495K (+27.9%) Shares 1,485 (+11.7%) Est. Cost Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $354K (+43.8%) Shares 5,206 (+25.2%) Est. Cost Unrealized
LEN LENNAR CORP CL A 0.0%
Value $649K (+19.6%) Shares 7,175 (+14.8%) Est. Cost Unrealized
E ENI SPA SPONSORED ADR 0.0%
Value $685K (-13.4%) Shares 14,622 (+4.7%) Est. Cost Unrealized
SEIC SEI INVTS CO COM 0.0%
Value $415K (+33.3%) Shares 4,729 (+19.3%) Est. Cost Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $446K (+30.2%) Shares 910 (+3.1%) Est. Cost Unrealized
HUBB HUBBELL INC COM 0.0%
Value $802K (+14.5%) Shares 1,533 (+7.4%) Est. Cost Unrealized
MTZ MASTEC INC COM 0.0%
Value $337K (+43.1%) Shares 809 (+10.7%) Est. Cost Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $641K (-13.6%) Shares 8,237 (+1.1%) Est. Cost Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $736K (+15.6%) Shares 14,770 (+6.7%) Est. Cost Unrealized
RPM RPM INTL INC COM 0.0%
Value $521K (+23.5%) Shares 4,688 (+10.4%) Est. Cost Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $363K (+36.9%) Shares 1,507 (+7.4%) Est. Cost Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $563K (+20.9%) Shares 4,722 (+4.2%) Est. Cost Unrealized
NEM NEWMONT CORP COM 0.0%
Value $754K (-11.3%) Shares 8,070 (+2.8%) Est. Cost Unrealized
EIX EDISON INTL COM 0.0%
Value $586K (+19.5%) Shares 7,869 (+17.5%) Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $525K (+22.1%) Shares 6,868 (+16.2%) Est. Cost Unrealized
SKM SK TELECOM CO LTD SPONSORED ADR 0.0%
Value $407K (+30.3%) Shares 12,660 (+18.7%) Est. Cost Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $410K (+29.8%) Shares 23,240 (+9.7%) Est. Cost Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $647K (+16.9%) Shares 8,172 (+7.1%) Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value $798K (+13.2%) Shares 2,958 (+5.0%) Est. Cost Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value $298K (+45.2%) Shares 1,535 (+7.7%) Est. Cost Unrealized
HPQ HP INC COM 0.0%
Value $336K (+38.1%) Shares 15,292 (+21.0%) Est. Cost Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value $548K (+19.9%) Shares 2,299 (+6.8%) Est. Cost Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value $303K (+42.9%) Shares 11,023 (+39.5%) Est. Cost Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value $123K (+264.0%) Shares 33,399 (+204.5%) Est. Cost Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $844K (+11.4%) Shares 3,963 (+14.5%) Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $476K (+22.2%) Shares 713 (+10.9%) Est. Cost Unrealized
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value $324K (+36.2%) Shares 1,525 (+30.8%) Est. Cost Unrealized
SRRK SCHOLAR ROCK HLDG CORP COM 0.0%
Value $538K (+19.0%) Shares 9,782 (+6.4%) Est. Cost Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $450K (+23.4%) Shares 5,898 (+16.1%) Est. Cost Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value $436K (-16.4%) Shares 13,875 (+12.4%) Est. Cost Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value $419K (+25.5%) Shares 2,607 (+8.5%) Est. Cost Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value $554K (-13.1%) Shares 2,660 (+2.9%) Est. Cost Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $699K (+13.5%) Shares 10,551 (+7.2%) Est. Cost Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $732K (+12.8%) Shares 6,271 (+11.8%) Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $956K (+9.5%) Shares 16,588 (+15.2%) Est. Cost Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value $400K (+26.0%) Shares 16,333 (+4.2%) Est. Cost Unrealized
MGA MAGNA INTL INC COM 0.0%
Value $415K (+24.8%) Shares 6,319 (+6.1%) Est. Cost Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value $1.099M (+8.1%) Shares 44,264 (+8.5%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $686K (+13.5%) Shares 15,898 (+18.9%) Est. Cost Unrealized
TXT TEXTRON INC COM 0.0%
Value $664K (+14.0%) Shares 7,237 (+8.8%) Est. Cost Unrealized
KVUE KENVUE INC COM 0.0%
Value $326K (+32.4%) Shares 17,082 (+19.4%) Est. Cost Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $536K (+17.0%) Shares 16,920 (+22.5%) Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $920K (-7.8%) Shares 22,271 (+12.3%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $780K (+11.0%) Shares 7,252 (+1.6%) Est. Cost Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value $2.211M (-3.3%) Shares 165,523 (+4.0%) Est. Cost Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $344K (+27.1%) Shares 2,912 (+13.9%) Est. Cost Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value $1.27M (+6.1%) Shares 17,083 (+3.9%) Est. Cost Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $156K (+86.1%) Shares 11,730 (+12.7%) Est. Cost Unrealized
ADT ADT INC DEL COM 0.0%
Value $321K (+28.5%) Shares 49,402 (+29.9%) Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $324K (+27.9%) Shares 2,915 (+25.4%) Est. Cost Unrealized
NI NISOURCE INC COM 0.0%
Value $359K (+24.0%) Shares 7,548 (+21.7%) Est. Cost Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value $1.947M (+3.7%) Shares 40,200 (+2.9%) Est. Cost Unrealized
WDAY WORKDAY INC CL A 0.0%
Value $594K (+13.2%) Shares 4,856 (+20.1%) Est. Cost Unrealized
BC BRUNSWICK CORP COM 0.0%
Value $462K (+17.6%) Shares 5,486 (+1.6%) Est. Cost Unrealized
AGCO AGCO CORP COM 0.0%
Value $473K (+17.1%) Shares 3,948 (+13.4%) Est. Cost Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.2%
Value $3.551M (+2.0%) Shares 78,322 (+3.2%) Est. Cost Unrealized
FOXA FOX CORP CL A COM 0.0%
Value $649K (-9.4%) Shares 12,444 (+1.4%) Est. Cost Unrealized
CLS CELESTICA INC COM 0.0%
Value $268K (+33.7%) Shares 734 (+3.2%) Est. Cost Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value $499K (+15.6%) Shares 9,705 (+31.6%) Est. Cost Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $687K (+10.8%) Shares 15,599 (+8.6%) Est. Cost Unrealized
LEA LEAR CORP COM NEW 0.0%
Value $331K (+25.1%) Shares 2,467 (+13.0%) Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $1.698M (-3.8%) Shares 3,334 (+28.9%) Est. Cost Unrealized
PCG PG&E CORP COM 0.0%
Value $553K (+13.6%) Shares 32,863 (+18.6%) Est. Cost Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $453K (+16.8%) Shares 1,690 (+9.2%) Est. Cost Unrealized
XPO XPO INC COM 0.0%
Value $453K (+16.3%) Shares 2,205 (+10.3%) Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $510K (+14.2%) Shares 1,507 (+19.4%) Est. Cost Unrealized
TPR TAPESTRY INC COM 0.0%
Value $928K (+7.3%) Shares 6,338 (+3.5%) Est. Cost Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $339K (+21.7%) Shares 1,895 (+1.7%) Est. Cost Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $372K (+19.2%) Shares 2,007 (+4.1%) Est. Cost Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.2%
Value $4.863M (+1.2%) Shares 98,147 (+1.1%) Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $300K (+23.3%) Shares 2,152 (+17.9%) Est. Cost Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $810K (+7.5%) Shares 17,518 (+4.0%) Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.4%
Value $8.27M (+0.7%) Shares 8,840 (+7.2%) Est. Cost Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $484K (+13.0%) Shares 5,103 (+11.0%) Est. Cost Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value $277K (+25.0%) Shares 4,284 (+41.5%) Est. Cost Unrealized
PTCT PTC THERAPEUTICS INC COM 0.0%
Value $305K (+21.6%) Shares 3,735 (+1.6%) Est. Cost Unrealized
EMA EMERA INC COM 0.0%
Value $445K (+13.7%) Shares 8,396 (+11.1%) Est. Cost Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value $599K (+9.7%) Shares 8,227 (+13.4%) Est. Cost Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value $1.447M (+3.8%) Shares 17,458 (+5.9%) Est. Cost Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value $256K (+25.0%) Shares 1,984 (+3.4%) Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $312K (+18.6%) Shares 3,218 (+17.3%) Est. Cost Unrealized
WPC WP CAREY INC COM 0.0%
Value $301K (+18.9%) Shares 4,216 (+13.0%) Est. Cost Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $705K (+7.2%) Shares 4,312 (+13.1%) Est. Cost Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value $456K (+11.6%) Shares 10,293 (+6.5%) Est. Cost Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $587K (+8.7%) Shares 2,456 (+29.1%) Est. Cost Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value $797K (+6.3%) Shares 6,941 (+3.9%) Est. Cost Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value $1.218M (+3.9%) Shares 23,441 (+2.8%) Est. Cost Unrealized
IDA IDACORP INC COM 0.0%
Value $333K (+15.4%) Shares 2,200 (+9.1%) Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $497K (+9.5%) Shares 389 (+8.1%) Est. Cost Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value $1.609M (+2.6%) Shares 7,135 (+2.2%) Est. Cost Unrealized
SAP SAP SE SPON ADR 0.0%
Value $924K (-4.0%) Shares 5,996 (+6.6%) Est. Cost Unrealized
KEY KEYCORP COM 0.0%
Value $263K (+17.2%) Shares 11,413 (+2.0%) Est. Cost Unrealized
FER FERROVIAL NV ORD SHS 0.0%
Value $556K (+7.2%) Shares 8,103 (+1.6%) Est. Cost Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $706K (+5.5%) Shares 13,029 (+5.4%) Est. Cost Unrealized
VST VISTRA CORP COM 0.0%
Value $299K (+13.7%) Shares 1,883 (+7.7%) Est. Cost Unrealized
OKE ONEOK INC NEW COM 0.1%
Value $1.449M (+2.4%) Shares 16,670 (+6.5%) Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $620K (-5.2%) Shares 2,556 (+9.8%) Est. Cost Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $244K (+16.1%) Shares 1,114 (+1.5%) Est. Cost Unrealized
IT GARTNER INC COM 0.0%
Value $210K (-13.8%) Shares 1,623 (+5.3%) Est. Cost Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $849K (+3.9%) Shares 5,810 (+3.9%) Est. Cost Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $430K (+7.8%) Shares 3,058 (+11.4%) Est. Cost Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value $2.752M (-1.1%) Shares 31,356 (+4.7%) Est. Cost Unrealized
FTS FORTIS INC COM 0.0%
Value $499K (+6.4%) Shares 8,714 (+3.8%) Est. Cost Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value $266K (+12.6%) Shares 10,126 (+1.2%) Est. Cost Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $524K (-5.2%) Shares 3,039 (+1.6%) Est. Cost Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value $207K (-11.3%) Shares 7,326 (+26.3%) Est. Cost Unrealized
SRE SEMPRA COM 0.0%
Value $629K (+4.4%) Shares 6,786 (+9.4%) Est. Cost Unrealized
EOG EOG RES INC COM 0.0%
Value $838K (-3.0%) Shares 6,463 (+8.1%) Est. Cost Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value $342K (+8.1%) Shares 3,846 (+1.5%) Est. Cost Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $231K (+12.5%) Shares 9,637 (+14.8%) Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value $1.693M (-1.4%) Shares 9,498 (+2227.9%) Est. Cost Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $1.085M (-2.2%) Shares 5,381 (+1.4%) Est. Cost Unrealized
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A 0.0%
Value $250K (+10.9%) Shares 11,160 (+24.8%) Est. Cost Unrealized
CERT CERTARA INC COM 0.0%
Value $149K (+19.3%) Shares 22,674 (+3.8%) Est. Cost Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value $255K (+10.2%) Shares 2,707 (+6.7%) Est. Cost Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $620K (-3.3%) Shares 7,866 (+4.1%) Est. Cost Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $478K (+4.5%) Shares 10,051 (+11.4%) Est. Cost Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $458K (+4.7%) Shares 5,707 (+3.5%) Est. Cost Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value $260K (+8.3%) Shares 6,102 (+22.3%) Est. Cost Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value $618K (-3.1%) Shares 7,827 (+5.7%) Est. Cost Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $912K (-2.1%) Shares 5,392 (+5.5%) Est. Cost Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $409K (+4.7%) Shares 4,617 (+4.4%) Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $829K (+2.3%) Shares 10,214 (+2.0%) Est. Cost Unrealized
SANA SANA BIOTECHNOLOGY INC COM 0.0%
Value $64,568 (+34.5%) Shares 18,501 (+11.0%) Est. Cost Unrealized
RTX RTX CORPORATION COM 0.2%
Value $3.798M (-0.4%) Shares 20,018 (+1.2%) Est. Cost Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value $254K (+6.0%) Shares 10,241 (+13.3%) Est. Cost Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $358K (-3.8%) Shares 9,634 (+3.2%) Est. Cost Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value $1.654M (-0.8%) Shares 7,422 (+2.2%) Est. Cost Unrealized
GLPI GAMING & LEISURE P COM 0.0%
Value $692K (+1.7%) Shares 15,547 (+1.4%) Est. Cost Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $511K (+2.2%) Shares 2,845 (+2.5%) Est. Cost Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value $199K (-5.1%) Shares 18,714 (+18.9%) Est. Cost Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $213K (+4.5%) Shares 1,998 (+24.6%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $1.22M (+0.8%) Shares 28,809 (+19.5%) Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value $1.301M (+0.7%) Shares 5,238 (+13.2%) Est. Cost Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $240K (+3.8%) Shares 3,105 (+26.3%) Est. Cost Unrealized
ELPC COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS 0.0%
Value $251K (+3.5%) Shares 21,549 (+6.0%) Est. Cost Unrealized
O REALTY INCOME CORP COM 0.0%
Value $226K (+3.1%) Shares 3,652 (+1.8%) Est. Cost Unrealized
TS TENARIS S A SPONSORED ADS 0.0%
Value $226K (-2.6%) Shares 4,081 (+2.2%) Est. Cost Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $738K (-0.8%) Shares 6,567 (+15.8%) Est. Cost Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value $91,357 (+6.1%) Shares 11,182 (+8.8%) Est. Cost Unrealized
NYT NEW YORK TIMES CO MTN BE CL A 0.0%
Value $228K (-1.4%) Shares 3,260 (+18.0%) Est. Cost Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value $455K (+0.6%) Shares 600 (+12.6%) Est. Cost Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value $367K (-0.7%) Shares 5,480 (+13.2%) Est. Cost Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value $445K (+0.5%) Shares 6,137 (+2.4%) Est. Cost Unrealized
PPL PPL CORP COM 0.0%
Value $321K (+0.2%) Shares 8,823 (+5.3%) Est. Cost Unrealized

Exited Positions (76)

HODL VANECK BITCOIN ETF 0.6%
Value $13.96M Shares 728,768 Est. Cost Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value $12.93M Shares 76,232 Est. Cost Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value $2.73M Shares 21,961 Est. Cost Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $2.125M Shares 9,400 Est. Cost Unrealized
HOLX HOLOGIC INC COM 0.0%
Value $1.073M Shares 14,198 Est. Cost Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value $1.012M Shares 25,236 Est. Cost Unrealized
NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY 0.0%
Value $1.004M Shares 36,656 Est. Cost Unrealized
AOS SMITH A O CORP COM 0.0%
Value $816K Shares 12,373 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $708K Shares 15,453 Est. Cost Unrealized
TRMB TRIMBLE INC COM 0.0%
Value $675K Shares 10,354 Est. Cost Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $665K Shares 7,387 Est. Cost Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $662K Shares 25,571 Est. Cost Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value $649K Shares 7,966 Est. Cost Unrealized
LOPE GRAND CANYON ED INC COM 0.0%
Value $576K Shares 3,390 Est. Cost Unrealized
FCN FTI CONSULTING INC COM 0.0%
Value $567K Shares 3,210 Est. Cost Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value $551K Shares 2,391 Est. Cost Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $504K Shares 2,816 Est. Cost Unrealized
GGG GRACO INC COM 0.0%
Value $459K Shares 5,427 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $406K Shares 2,651 Est. Cost Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value $401K Shares 7,674 Est. Cost Unrealized
ZMAR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH 0.0%
Value $401K Shares 14,524 Est. Cost Unrealized
KMAR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MARCH 0.0%
Value $392K Shares 13,490 Est. Cost Unrealized
DOX AMDOCS LTD SHS 0.0%
Value $384K Shares 5,885 Est. Cost Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $347K Shares 2,194 Est. Cost Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $342K Shares 999 Est. Cost Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value $339K Shares 24,489 Est. Cost Unrealized
EFX EQUIFAX INC COM 0.0%
Value $337K Shares 1,874 Est. Cost Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value $332K Shares 9,246 Est. Cost Unrealized
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 0.0%
Value $326K Shares 13,396 Est. Cost Unrealized
NKE NIKE INC CL B 0.0%
Value $315K Shares 5,966 Est. Cost Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value $313K Shares 13,833 Est. Cost Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value $293K Shares 1,598 Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value $287K Shares 1,588 Est. Cost Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value $283K Shares 10,358 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $283K Shares 2,825 Est. Cost Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $278K Shares 7,839 Est. Cost Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value $278K Shares 1,687 Est. Cost Unrealized
POST POST HLDGS INC COM 0.0%
Value $273K Shares 2,757 Est. Cost Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value $270K Shares 6,429 Est. Cost Unrealized
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM 0.0%
Value $270K Shares 8,086 Est. Cost Unrealized
KMPR KEMPER CORP COM 0.0%
Value $270K Shares 8,825 Est. Cost Unrealized
TRU TRANSUNION COM 0.0%
Value $268K Shares 3,871 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $266K Shares 3,296 Est. Cost Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $263K Shares 6,312 Est. Cost Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $260K Shares 6,037 Est. Cost Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $258K Shares 3,712 Est. Cost Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value $247K Shares 1,459 Est. Cost Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value $246K Shares 41,132 Est. Cost Unrealized
HTO H2O AMERICA COM 0.0%
Value $246K Shares 4,188 Est. Cost Unrealized
LKQ LKQ CORP COM 0.0%
Value $243K Shares 8,288 Est. Cost Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $242K Shares 6,015 Est. Cost Unrealized
AN AUTONATION INC COM 0.0%
Value $238K Shares 1,218 Est. Cost Unrealized
FOX FOX CORP CL B COM 0.0%
Value $237K Shares 4,459 Est. Cost Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value $230K Shares 8,814 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value $228K Shares 1,638 Est. Cost Unrealized
KMX CARMAX INC COM 0.0%
Value $227K Shares 5,471 Est. Cost Unrealized
AX AXOS FINANCIAL INC COM 0.0%
Value $226K Shares 2,661 Est. Cost Unrealized
CAE CAE INC COM 0.0%
Value $225K Shares 8,643 Est. Cost Unrealized
YORW YORK WTR CO COM 0.0%
Value $224K Shares 7,353 Est. Cost Unrealized
SM SM ENERGY COMPANY COM 0.0%
Value $224K Shares 7,173 Est. Cost Unrealized
THFF FIRST FINANCIAL CORPORATION COM 0.0%
Value $219K Shares 3,472 Est. Cost Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value $219K Shares 11,437 Est. Cost Unrealized
PHI PLDT INC SPONSORED ADR 0.0%
Value $217K Shares 10,297 Est. Cost Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $215K Shares 6,126 Est. Cost Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $212K Shares 5,322 Est. Cost Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value $210K Shares 3,227 Est. Cost Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value $203K Shares 1,615 Est. Cost Unrealized
EEFT EURONET WORLDWIDE INC COM 0.0%
Value $201K Shares 3,031 Est. Cost Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS 0.0%
Value $200K Shares 10,719 Est. Cost Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value $200K Shares 1,815 Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $169K Shares 11,284 Est. Cost Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $146K Shares 12,598 Est. Cost Unrealized
TKC TURKCELL ILETISIM SPON ADR NEW 0.0%
Value $116K Shares 19,291 Est. Cost Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value $115K Shares 16,248 Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value $62,760 Shares 13,555 Est. Cost Unrealized
ALIT ALIGHT INC COM CL A 0.0%
Value $9,076 Shares 15,576 Est. Cost Unrealized

Decreased Positions (266)

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.3%
Value $53.68M (+15.8%) Shares 648,044 (-2.5%) Est. Cost Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.1%
Value $24.21M (-19.4%) Shares 455,375 (-19.4%) Est. Cost Unrealized
CMBS ISHARES CMBS ETF 0.9%
Value $20M (-22.2%) Shares 411,146 (-22.1%) Est. Cost Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value $9.01M (+90.1%) Shares 20,792 (-6.3%) Est. Cost Unrealized
XYZ BLOCK INC CL A 1.0%
Value $24.06M (+11.7%) Shares 316,636 (-11.5%) Est. Cost Unrealized
WDC WESTERN DIGITAL CORP COM 0.2%
Value $4.259M (+85.4%) Shares 6,668 (-21.5%) Est. Cost Unrealized
MCD MCDONALDS CORP COM 0.1%
Value $1.959M (-41.8%) Shares 7,248 (-33.0%) Est. Cost Unrealized
ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER 0.1%
Value $1.339M (-50.3%) Shares 48,765 (-51.9%) Est. Cost Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.2%
Value $3.981M (+47.1%) Shares 2,001 (-2.3%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $2.08M (+133.7%) Shares 2,155 (-5.1%) Est. Cost Unrealized
GLW CORNING INC COM 0.1%
Value $3.061M (+62.3%) Shares 11,983 (-13.6%) Est. Cost Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value $2.97M (-27.7%) Shares 39,504 (-32.4%) Est. Cost Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.7%
Value $15.03M (+7.7%) Shares 216,305 (-2.9%) Est. Cost Unrealized
INTU INTUIT COM 0.0%
Value $746K (-58.0%) Shares 2,858 (-30.4%) Est. Cost Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value $3.609M (-22.2%) Shares 34,719 (-1.2%) Est. Cost Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $394K (-71.2%) Shares 16,043 (-66.3%) Est. Cost Unrealized
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 1.3%
Value $30.39M (-3.1%) Shares 1,190,864 (-2.7%) Est. Cost Unrealized
CMI CUMMINS INC COM 0.2%
Value $4.095M (+30.1%) Shares 5,741 (-1.8%) Est. Cost Unrealized
DOCU DOCUSIGN INC COM 0.4%
Value $8.845M (-9.7%) Shares 199,125 (-3.6%) Est. Cost Unrealized
INGR INGREDION INC COM 0.0%
Value $247K (-78.9%) Shares 2,605 (-74.9%) Est. Cost Unrealized
ADBE ADOBE INC COM 0.0%
Value $1.056M (-45.8%) Shares 5,149 (-35.8%) Est. Cost Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value $2.966M (-22.7%) Shares 23,258 (-28.7%) Est. Cost Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value $3.125M (+36.3%) Shares 16,404 (-4.9%) Est. Cost Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.2%
Value $3.654M (-18.0%) Shares 36,482 (-17.9%) Est. Cost Unrealized
EBUF INNOVATOR EMERGING MARKETS 10 BUFFER ETF - QUARTERLY TRUST UNITS 0.0%
Value $283K (-73.1%) Shares 8,870 (-75.1%) Est. Cost Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value $1.817M (-28.6%) Shares 5,771 (-25.5%) Est. Cost Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value $4.786M (+17.0%) Shares 12,807 (-11.1%) Est. Cost Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value $2.253M (+42.6%) Shares 21,781 (-1.0%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value $2.366M (-21.8%) Shares 20,278 (-2.0%) Est. Cost Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.1%
Value $1.646M (-28.5%) Shares 30,996 (-17.5%) Est. Cost Unrealized
HCA HCA HEALTHCARE INC COM 0.1%
Value $1.344M (-32.7%) Shares 3,447 (-18.3%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value $1.776M (-26.4%) Shares 3,868 (-22.3%) Est. Cost Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value $4.233M (+17.2%) Shares 20,251 (-7.8%) Est. Cost Unrealized
URI UNITED RENTALS INC COM 0.1%
Value $1.832M (+50.7%) Shares 1,617 (-3.1%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $1.811M (-25.2%) Shares 4,553 (-13.2%) Est. Cost Unrealized
TWLO TWILIO INC CL A 0.1%
Value $1.622M (+58.3%) Shares 7,861 (-3.4%) Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $908K (-39.2%) Shares 7,375 (-22.3%) Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $951K (-37.3%) Shares 22,272 (-7.8%) Est. Cost Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value $620K (-47.2%) Shares 3,683 (-35.4%) Est. Cost Unrealized
TXG 10X GENOMICS INC CL A COM 0.1%
Value $1.714M (+47.0%) Shares 44,702 (-18.6%) Est. Cost Unrealized
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.1%
Value $2.437M (-17.9%) Shares 48,441 (-17.9%) Est. Cost Unrealized
MKSI MKS INC. COM 0.1%
Value $1.29M (+68.9%) Shares 2,901 (-12.7%) Est. Cost Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value $454K (-53.7%) Shares 15,699 (-51.7%) Est. Cost Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value $644K (-44.7%) Shares 1,427 (-35.9%) Est. Cost Unrealized
FISV FISERV INC COM 0.0%
Value $304K (-62.8%) Shares 6,199 (-57.7%) Est. Cost Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $1.002M (-33.7%) Shares 18,688 (-39.0%) Est. Cost Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value $1.447M (-25.7%) Shares 3,554 (-22.4%) Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value $269K (-63.3%) Shares 2,188 (-55.3%) Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value $307K (-59.6%) Shares 2,704 (-49.3%) Est. Cost Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $798K (-36.1%) Shares 6,989 (-33.7%) Est. Cost Unrealized
WEX WEX INC COM 0.0%
Value $352K (-55.7%) Shares 2,497 (-52.0%) Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value $1.495M (-22.8%) Shares 8,969 (-19.7%) Est. Cost Unrealized
ILMN ILLUMINA INC COM 0.1%
Value $1.513M (+40.7%) Shares 8,606 (-1.4%) Est. Cost Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.1%
Value $1.782M (+32.3%) Shares 37,326 (-2.4%) Est. Cost Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value $1.303M (-24.8%) Shares 22,590 (-37.0%) Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $286K (-59.3%) Shares 7,378 (-35.5%) Est. Cost Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value $1.949M (+27.0%) Shares 6,734 (-7.0%) Est. Cost Unrealized
IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 0.1%
Value $1.975M (-17.3%) Shares 63,162 (-21.2%) Est. Cost Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value $3.262M (-11.1%) Shares 30,448 (-8.0%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value $3.72M (-9.9%) Shares 10,908 (-57.6%) Est. Cost Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value $981K (-28.6%) Shares 5,456 (-9.3%) Est. Cost Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value $5.398M (+7.8%) Shares 78,904 (-10.5%) Est. Cost Unrealized
CRM SALESFORCE INC COM 0.1%
Value $1.468M (-20.9%) Shares 9,373 (-5.8%) Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $796K (+90.9%) Shares 17,636 (-8.3%) Est. Cost Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $639K (-36.6%) Shares 4,373 (-24.2%) Est. Cost Unrealized
GAP GAP INC COM 0.0%
Value $208K (-63.8%) Shares 11,127 (-53.1%) Est. Cost Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $836K (-30.4%) Shares 14,597 (-22.1%) Est. Cost Unrealized
CF CF INDUSTRIES HOLD COM 0.1%
Value $1.366M (-21.0%) Shares 12,616 (-5.3%) Est. Cost Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $378K (-47.8%) Shares 2,107 (-44.8%) Est. Cost Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value $1.311M (-20.8%) Shares 6,884 (-21.1%) Est. Cost Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $709K (+93.8%) Shares 9,473 (-10.6%) Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value $1.214M (+39.4%) Shares 12,842 (-8.7%) Est. Cost Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $220K (-60.8%) Shares 2,140 (-40.8%) Est. Cost Unrealized
TER TERADYNE INC COM 0.0%
Value $1.146M (+41.4%) Shares 2,369 (-13.4%) Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $1.207M (-21.8%) Shares 4,154 (-7.1%) Est. Cost Unrealized
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value $283K (-53.6%) Shares 3,024 (-32.3%) Est. Cost Unrealized
ADSK AUTODESK INC COM 0.0%
Value $557K (-36.5%) Shares 2,866 (-21.8%) Est. Cost Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $505K (-38.0%) Shares 6,458 (-31.4%) Est. Cost Unrealized
HD HOME DEPOT INC COM 0.1%
Value $3.372M (-8.4%) Shares 9,560 (-14.6%) Est. Cost Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value $792K (-27.9%) Shares 41,002 (-10.9%) Est. Cost Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value $2.585M (-10.6%) Shares 20,463 (-1.4%) Est. Cost Unrealized
COHR COHERENT CORP COM 0.0%
Value $768K (+62.8%) Shares 1,947 (-1.7%) Est. Cost Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $902K (-24.7%) Shares 38,203 (-2.7%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $1.742M (-14.2%) Shares 3,474 (-15.9%) Est. Cost Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.1%
Value $2.327M (+14.1%) Shares 92,865 (-1.4%) Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $844K (-24.6%) Shares 9,146 (-23.2%) Est. Cost Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $1.006M (+37.3%) Shares 1,742 (-5.0%) Est. Cost Unrealized
NOW SERVICENOW INC COM 0.0%
Value $1.035M (-20.4%) Shares 10,430 (-16.2%) Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $804K (-24.5%) Shares 2,336 (-29.7%) Est. Cost Unrealized
ETSY ETSY INC COM 0.0%
Value $957K (+37.3%) Shares 12,706 (-8.9%) Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $534K (-32.3%) Shares 857 (-16.1%) Est. Cost Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $399K (-38.6%) Shares 2,456 (-34.7%) Est. Cost Unrealized
FIX COMFORT SYS USA INC COM 0.1%
Value $1.211M (+25.6%) Shares 611 (-12.6%) Est. Cost Unrealized
MYRG MYR GROUP INC COM 0.0%
Value $579K (+72.0%) Shares 1,157 (-2.9%) Est. Cost Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.0%
Value $189K (-55.5%) Shares 26,734 (-49.6%) Est. Cost Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value $1.332M (+20.7%) Shares 7,662 (-3.1%) Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value $729K (-23.8%) Shares 45,459 (-12.0%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value $1.322M (-14.6%) Shares 3,183 (-10.7%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value $1.624M (+16.0%) Shares 4,640 (-6.4%) Est. Cost Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value $394K (+131.4%) Shares 14,473 (-23.6%) Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $264K (-45.8%) Shares 4,123 (-39.7%) Est. Cost Unrealized
ESI ELEMENT SOLUTIONS INC COM 0.1%
Value $1.243M (+19.1%) Shares 26,032 (-14.8%) Est. Cost Unrealized
JBL JABIL INC COM 0.0%
Value $779K (+33.1%) Shares 2,020 (-8.3%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value $1.042M (-15.4%) Shares 3,706 (-27.1%) Est. Cost Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $968K (-15.9%) Shares 12,670 (-23.9%) Est. Cost Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value $2.994M (+6.4%) Shares 39,752 (-2.7%) Est. Cost Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value $381K (-31.7%) Shares 1,202 (-29.8%) Est. Cost Unrealized
ZION ZIONS BANCORPORATION NATL ASSN COM 0.1%
Value $1.205M (+17.1%) Shares 17,410 (-2.5%) Est. Cost Unrealized
GRMN GARMIN LTD SHS 0.1%
Value $1.229M (-12.2%) Shares 5,173 (-14.3%) Est. Cost Unrealized
ECL ECOLAB INC COM 0.1%
Value $1.434M (-10.5%) Shares 5,148 (-14.5%) Est. Cost Unrealized
XYL XYLEM INC COM 0.0%
Value $267K (-38.1%) Shares 2,260 (-37.4%) Est. Cost Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value $2.43M (-6.0%) Shares 48,126 (-6.2%) Est. Cost Unrealized
COR CENCORA INC COM 0.0%
Value $1.087M (-12.4%) Shares 3,840 (-2.7%) Est. Cost Unrealized
HSY HERSHEY CO COM 0.0%
Value $406K (-27.4%) Shares 2,314 (-14.0%) Est. Cost Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value $325K (-32.0%) Shares 9,933 (-45.3%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value $2.981M (-4.9%) Shares 20,325 (-6.3%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $365K (-29.0%) Shares 2,771 (-26.6%) Est. Cost Unrealized
CNA CNA FINL CORP COM 0.0%
Value $343K (-29.8%) Shares 7,057 (-33.7%) Est. Cost Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value $2.091M (+7.3%) Shares 2,631 (-1.8%) Est. Cost Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value $440K (-24.4%) Shares 10,741 (-26.2%) Est. Cost Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $610K (-18.6%) Shares 65,427 (-12.6%) Est. Cost Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value $313K (-30.6%) Shares 10,939 (-23.6%) Est. Cost Unrealized
CPRT COPART INC COM 0.0%
Value $297K (-31.6%) Shares 10,552 (-19.5%) Est. Cost Unrealized
APA APA CORPORATION COM 0.0%
Value $385K (-26.1%) Shares 11,833 (-3.7%) Est. Cost Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $521K (-20.7%) Shares 2,195 (-29.4%) Est. Cost Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $504K (-20.9%) Shares 378 (-31.1%) Est. Cost Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value $893K (-12.9%) Shares 7,919 (-9.5%) Est. Cost Unrealized
BA BOEING CO COM 0.1%
Value $2.066M (+6.6%) Shares 9,546 (-2.0%) Est. Cost Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value $539K (+30.6%) Shares 2,999 (-14.9%) Est. Cost Unrealized
DVA DAVITA INC COM 0.0%
Value $425K (+41.4%) Shares 1,912 (-2.3%) Est. Cost Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value $778K (+19.0%) Shares 21,296 (-14.1%) Est. Cost Unrealized
CCK CROWN HLDGS INC COM 0.1%
Value $1.297M (-8.6%) Shares 11,599 (-18.1%) Est. Cost Unrealized
ALC ALCON AG ORD SHS 0.0%
Value $353K (-25.6%) Shares 5,264 (-16.5%) Est. Cost Unrealized
BXP BXP INC COM 0.0%
Value $628K (+23.9%) Shares 9,468 (-3.0%) Est. Cost Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value $333K (+56.5%) Shares 1,055 (-1.1%) Est. Cost Unrealized
BLK BLACKROCK INC COM 0.1%
Value $2.131M (-5.3%) Shares 2,216 (-5.3%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value $2.193M (-5.1%) Shares 6,191 (-8.1%) Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value $322K (-26.0%) Shares 6,246 (-20.2%) Est. Cost Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value $448K (+33.8%) Shares 5,755 (-1.1%) Est. Cost Unrealized
AZO AUTOZONE INC COM 0.0%
Value $1.026M (-9.9%) Shares 321 (-4.7%) Est. Cost Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value $419K (-20.8%) Shares 2,545 (-34.4%) Est. Cost Unrealized
CCJ CAMECO CORP COM 0.0%
Value $862K (-11.1%) Shares 8,466 (-5.2%) Est. Cost Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value $571K (-15.8%) Shares 21,291 (-10.7%) Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $581K (+22.0%) Shares 6,176 (-7.9%) Est. Cost Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value $466K (-18.3%) Shares 16,168 (-9.9%) Est. Cost Unrealized
PEB PEBBLEBROOK HOTEL TR COM 0.0%
Value $291K (+50.9%) Shares 15,000 (-1.8%) Est. Cost Unrealized
DG DOLLAR GEN CORP COM 0.0%
Value $383K (-20.3%) Shares 3,330 (-17.8%) Est. Cost Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $496K (-16.4%) Shares 14,595 (-4.0%) Est. Cost Unrealized
KKR KKR & CO INC COM 0.0%
Value $296K (-24.6%) Shares 3,223 (-24.0%) Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $200K (-32.3%) Shares 4,336 (-21.0%) Est. Cost Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $428K (-18.1%) Shares 7,044 (-23.8%) Est. Cost Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value $225K (-29.6%) Shares 3,695 (-38.2%) Est. Cost Unrealized
F FORD MTR CO COM 0.0%
Value $581K (+19.1%) Shares 41,806 (-1.2%) Est. Cost Unrealized
OKTA OKTA INC CL A 0.0%
Value $397K (+30.2%) Shares 2,909 (-24.9%) Est. Cost Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.1%
Value $2.726M (-3.3%) Shares 45,527 (-3.9%) Est. Cost Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $251K (-26.6%) Shares 849 (-11.0%) Est. Cost Unrealized
PSTG EVERPURE INC CL A 0.0%
Value $389K (+30.5%) Shares 4,937 (-2.2%) Est. Cost Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value $386K (+30.2%) Shares 20,529 (-3.8%) Est. Cost Unrealized
SF STIFEL FINL CORP COM 0.0%
Value $335K (-21.0%) Shares 4,798 (-16.3%) Est. Cost Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value $435K (-17.0%) Shares 4,035 (-24.8%) Est. Cost Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value $576K (+17.8%) Shares 2,441 (-1.5%) Est. Cost Unrealized
MSA MSA SAFETY INC COM 0.0%
Value $312K (-21.7%) Shares 1,790 (-26.5%) Est. Cost Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $967K (-8.0%) Shares 7,182 (-7.4%) Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $294K (-22.1%) Shares 5,567 (-31.6%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value $2.003M (-3.8%) Shares 8,945 (-12.7%) Est. Cost Unrealized
MCO MOODYS CORP COM 0.1%
Value $1.364M (-5.4%) Shares 3,011 (-8.9%) Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $1.06M (+7.7%) Shares 3,370 (-1.8%) Est. Cost Unrealized
HE HAWAIIAN ELEC INDS INC MTN BE COM 0.0%
Value $569K (-11.7%) Shares 42,060 (-3.2%) Est. Cost Unrealized
WCC WESCO INTL INC COM 0.0%
Value $959K (+8.5%) Shares 2,776 (-14.1%) Est. Cost Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value $896K (+9.1%) Shares 1,182 (-1.9%) Est. Cost Unrealized
WEN WENDYS CO COM 0.0%
Value $100K (-42.3%) Shares 12,071 (-51.6%) Est. Cost Unrealized
SPNT SIRIUSPOINT LTD COM 0.0%
Value $879K (+9.0%) Shares 36,613 (-2.1%) Est. Cost Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $307K (+29.9%) Shares 20,237 (-6.5%) Est. Cost Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $587K (-10.6%) Shares 12,633 (-1.2%) Est. Cost Unrealized
HAS HASBRO INC COM 0.0%
Value $405K (-14.3%) Shares 4,900 (-2.8%) Est. Cost Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value $465K (+16.6%) Shares 2,688 (-10.1%) Est. Cost Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value $945K (+7.3%) Shares 9,193 (-2.7%) Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $374K (+20.8%) Shares 1,331 (-15.4%) Est. Cost Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value $279K (-18.1%) Shares 11,349 (-20.4%) Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $441K (+16.2%) Shares 2,406 (-3.2%) Est. Cost Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value $187K (+48.9%) Shares 10,658 (-6.1%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $781K (-7.2%) Shares 1,354 (-5.2%) Est. Cost Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value $207K (-22.5%) Shares 2,560 (-6.7%) Est. Cost Unrealized
FNB F N B CORP COM 0.0%
Value $695K (+9.5%) Shares 36,402 (-4.1%) Est. Cost Unrealized
EVR EVERCORE INC CLASS A 0.2%
Value $4.604M (-1.3%) Shares 13,485 (-13.7%) Est. Cost Unrealized
NPK NATIONAL PRESTO INDS INC COM 0.0%
Value $395K (-13.2%) Shares 3,158 (-4.8%) Est. Cost Unrealized
RL RALPH LAUREN CORP CL A 0.1%
Value $1.427M (+4.4%) Shares 3,555 (-10.6%) Est. Cost Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value $167K (-26.2%) Shares 18,725 (-22.7%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $607K (-8.9%) Shares 2,643 (-14.0%) Est. Cost Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value $646K (-8.3%) Shares 2,281 (-2.2%) Est. Cost Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value $6.942M (+0.8%) Shares 116,306 (-8.7%) Est. Cost Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value $1.029M (+5.8%) Shares 5,081 (-3.3%) Est. Cost Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $1.066M (+5.4%) Shares 7,766 (-9.7%) Est. Cost Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value $1.179M (-4.3%) Shares 2,570 (-7.3%) Est. Cost Unrealized
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value $641K (+8.9%) Shares 73,044 (-2.2%) Est. Cost Unrealized
FR FIRST INDL RLTY TR INC COM 0.1%
Value $1.277M (+4.2%) Shares 20,821 (-1.7%) Est. Cost Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value $1.518M (-3.0%) Shares 8,251 (-5.1%) Est. Cost Unrealized
ITT ITT INC COM 0.0%
Value $547K (-7.8%) Shares 2,767 (-11.2%) Est. Cost Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value $1.57M (+3.0%) Shares 10,971 (-9.1%) Est. Cost Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $795K (-5.3%) Shares 5,996 (-3.3%) Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $1.075M (-3.9%) Shares 4,048 (-9.9%) Est. Cost Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $317K (-12.0%) Shares 153 (-6.7%) Est. Cost Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value $248K (+20.5%) Shares 1,040 (-5.3%) Est. Cost Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value $286K (-12.7%) Shares 3,494 (-14.7%) Est. Cost Unrealized
CFFN CAPITOL FED FINL INC COM 0.0%
Value $103K (-28.4%) Shares 12,159 (-40.0%) Est. Cost Unrealized
BX BLACKSTONE INC COM 0.0%
Value $306K (-11.5%) Shares 2,601 (-13.5%) Est. Cost Unrealized
QRVO QORVO INC COM 0.0%
Value $492K (+8.7%) Shares 5,272 (-9.8%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $537K (-6.6%) Shares 20,128 (-3.8%) Est. Cost Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value $795K (+4.9%) Shares 2,695 (-3.2%) Est. Cost Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value $298K (-10.8%) Shares 4,112 (-17.3%) Est. Cost Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $188K (-16.1%) Shares 14,180 (-4.7%) Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN COM NEW 0.0%
Value $470K (+8.2%) Shares 2,494 (-4.6%) Est. Cost Unrealized
JBGS JBG SMITH PPTYS COM 0.0%
Value $190K (-15.8%) Shares 12,978 (-16.1%) Est. Cost Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $783K (-4.3%) Shares 13,024 (-9.3%) Est. Cost Unrealized
CRI CARTERS INC COM 0.0%
Value $331K (+12.0%) Shares 8,042 (-2.7%) Est. Cost Unrealized
AYI ACUITY INC COM 0.0%
Value $308K (-9.9%) Shares 817 (-33.0%) Est. Cost Unrealized
M MACYS INC COM 0.0%
Value $220K (+15.6%) Shares 9,355 (-11.2%) Est. Cost Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value $442K (+6.7%) Shares 6,446 (-6.2%) Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $359K (+8.3%) Shares 3,584 (-1.9%) Est. Cost Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value $951K (-2.3%) Shares 12,771 (-2.6%) Est. Cost Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value $302K (-6.8%) Shares 1,699 (-7.7%) Est. Cost Unrealized
CRH CRH PLC ORD 0.0%
Value $745K (-2.8%) Shares 6,965 (-4.5%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value $2.102M (+1.0%) Shares 10,478 (-8.2%) Est. Cost Unrealized
PCAR PACCAR INC COM 0.0%
Value $1.04M (+1.9%) Shares 8,656 (-2.0%) Est. Cost Unrealized
SIG SIGNET JEWELERS LTD SHS 0.0%
Value $242K (-7.4%) Shares 2,807 (-9.0%) Est. Cost Unrealized
CI THE CIGNA GROUP COM 0.1%
Value $1.429M (-1.3%) Shares 5,184 (-4.5%) Est. Cost Unrealized
UDR UDR INC COM 0.0%
Value $255K (+7.8%) Shares 6,383 (-8.7%) Est. Cost Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $299K (-5.8%) Shares 1,136 (-25.2%) Est. Cost Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value $639K (+2.9%) Shares 22,671 (-4.2%) Est. Cost Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value $448K (+4.1%) Shares 3,225 (-4.0%) Est. Cost Unrealized
FN FABRINET SHS 0.0%
Value $479K (+3.8%) Shares 852 (-3.7%) Est. Cost Unrealized
VICI VICI PPTYS INC COM 0.0%
Value $213K (-7.2%) Shares 8,007 (-4.5%) Est. Cost Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value $470K (-3.4%) Shares 9,071 (-1.6%) Est. Cost Unrealized
CTAS CINTAS CORP COM 0.1%
Value $1.172M (-1.4%) Shares 6,893 (-1.9%) Est. Cost Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value $1.123M (-1.2%) Shares 3,760 (-5.2%) Est. Cost Unrealized
BLD TOPBUILD COR COM 0.0%
Value $383K (-3.5%) Shares 1,081 (-4.4%) Est. Cost Unrealized
BYD BOYD GAMING CORP COM 0.0%
Value $986K (-1.3%) Shares 11,159 (-8.2%) Est. Cost Unrealized
RBA RB GLOBAL INC COM 0.0%
Value $276K (+5.1%) Shares 2,371 (-13.5%) Est. Cost Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $237K (-5.3%) Shares 2,509 (-4.4%) Est. Cost Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value $785K (+1.6%) Shares 17,886 (-14.4%) Est. Cost Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value $434K (+3.0%) Shares 4,035 (-2.8%) Est. Cost Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $412K (-2.9%) Shares 1,473 (-7.5%) Est. Cost Unrealized
HEI HEICO CORP NEW COM 0.0%
Value $399K (-2.7%) Shares 1,120 (-25.1%) Est. Cost Unrealized
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value $583K (+1.8%) Shares 7,108 (-1.5%) Est. Cost Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value $401K (+2.6%) Shares 4,916 (-6.5%) Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $1.047M (+0.9%) Shares 12,132 (-6.0%) Est. Cost Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value $153K (-6.0%) Shares 12,750 (-10.4%) Est. Cost Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $592K (-1.5%) Shares 5,789 (-11.2%) Est. Cost Unrealized
CRUS CIRRUS LOGIC INC COM 0.1%
Value $1.381M (+0.6%) Shares 9,297 (-2.0%) Est. Cost Unrealized
AON AON PLC SHS CL A 0.1%
Value $1.473M (-0.6%) Shares 4,441 (-3.2%) Est. Cost Unrealized
QNST QUINSTREET INC COM 0.0%
Value $158K (+5.1%) Shares 10,784 (-13.8%) Est. Cost Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value $1.029M (+0.6%) Shares 4,413 (-21.3%) Est. Cost Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $411K (-1.5%) Shares 8,565 (-24.5%) Est. Cost Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value $892K (+0.7%) Shares 29,052 (-16.7%) Est. Cost Unrealized
OSK OSHKOSH CORP COM 0.0%
Value $513K (-1.1%) Shares 3,342 (-5.1%) Est. Cost Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $434K (-1.2%) Shares 2,765 (-13.7%) Est. Cost Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $336K (+1.4%) Shares 8,829 (-5.0%) Est. Cost Unrealized
DCI DONALDSON INC COM 0.0%
Value $640K (-0.7%) Shares 7,125 (-6.1%) Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $318K (-0.8%) Shares 1,338 (-2.5%) Est. Cost Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $1.059M (+0.2%) Shares 2,375 (-10.9%) Est. Cost Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $746K (+0.3%) Shares 8,977 (-1.0%) Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $468K (+0.3%) Shares 4,827 (-3.3%) Est. Cost Unrealized
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value $214K (+0.6%) Shares 56,632 (-2.3%) Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $260K (+0.3%) Shares 2,202 (-2.5%) Est. Cost Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $807K (+0.0%) Shares 18,946 (-4.9%) Est. Cost Unrealized
DXCM DEXCOM INC COM 0.0%
Value $413K (+0.0%) Shares 6,139 (-6.7%) Est. Cost Unrealized

Unchanged Positions (81)

GOOGL ALPHABET INC CAP STK CL A 3.8%
Value $87.68M Shares 245,342 Est. Cost Unrealized
DASH DOORDASH INC CL A 2.1%
Value $47.14M Shares 255,435 Est. Cost Unrealized
AMAT APPLIED MATLS INC COM 0.4%
Value $9.944M Shares 13,754 Est. Cost Unrealized
GDX VANECK GOLD MINERS ETF 0.7%
Value $16.05M Shares 212,664 Est. Cost Unrealized
IAU ISHARES GOLD TRUST 0.9%
Value $19.6M Shares 259,519 Est. Cost Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.4%
Value $8.197M Shares 10,977 Est. Cost Unrealized
RBLX ROBLOX CORP CL A 0.9%
Value $19.95M Shares 366,889 Est. Cost Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 1.3%
Value $28.8M Shares 1,330,345 Est. Cost Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.2%
Value $4.402M Shares 115,136 Est. Cost Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value $4.411M Shares 6,423 Est. Cost Unrealized
DAL DELTA AIR LINES INC COM NEW 0.1%
Value $1.899M Shares 20,272 Est. Cost Unrealized
T AT&T INC COM 0.1%
Value $1.222M Shares 59,029 Est. Cost Unrealized
FIG FIGMA INC CLASS A COM STK 0.1%
Value $2.436M Shares 134,649 Est. Cost Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value $532K Shares 6,115 Est. Cost Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value $1.141M Shares 11,153 Est. Cost Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value $1.493M Shares 13,326 Est. Cost Unrealized
ALNT ALLIENT INC COM 0.0%
Value $567K Shares 5,510 Est. Cost Unrealized
FDX FEDEX CORP COM 0.1%
Value $1.883M Shares 6,014 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $1.139M Shares 824 Est. Cost Unrealized
EWC ISHARES MSCI CANADA ETF 0.2%
Value $3.914M Shares 67,903 Est. Cost Unrealized
UBS UBS GROUP AG SHS 0.0%
Value $1.056M Shares 21,313 Est. Cost Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $996K Shares 12,849 Est. Cost Unrealized
NTAP NETAPP INC COM 0.0%
Value $578K Shares 3,734 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $596K Shares 3,839 Est. Cost Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value $451K Shares 8,210 Est. Cost Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $1.023M Shares 32,592 Est. Cost Unrealized
MPC MARATHON PETE CORP COM 0.2%
Value $4.416M Shares 17,273 Est. Cost Unrealized
BKR BAKER HUGHES COMPANY CL A 0.1%
Value $1.648M Shares 29,694 Est. Cost Unrealized
ABT ABBOTT LABORATORIES COM 0.1%
Value $1.273M Shares 14,033 Est. Cost Unrealized
LOW LOWES COS INC COM 0.1%
Value $2.466M Shares 11,184 Est. Cost Unrealized
MRCY MERCURY SYS INC COM 0.0%
Value $340K Shares 2,777 Est. Cost Unrealized
PFE PFIZER INC COM 0.0%
Value $808K Shares 33,570 Est. Cost Unrealized
NTRA NATERA INC COM 0.0%
Value $482K Shares 1,774 Est. Cost Unrealized
ATI ATI INC COM 0.0%
Value $466K Shares 2,365 Est. Cost Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value $791K Shares 24,684 Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $816K Shares 139,960 Est. Cost Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value $1.458M Shares 13,239 Est. Cost Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value $962K Shares 26,181 Est. Cost Unrealized
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $625K Shares 10,378 Est. Cost Unrealized
EZPW EZCORP INC CL A NON VTG 0.0%
Value $333K Shares 9,640 Est. Cost Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $655K Shares 1,600 Est. Cost Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $680K Shares 3,518 Est. Cost Unrealized
GSK GSK PLC SPONSORED ADR 0.1%
Value $1.551M Shares 29,588 Est. Cost Unrealized
GL GLOBE LIFE INC COM 0.0%
Value $308K Shares 1,724 Est. Cost Unrealized
AZN ASTRAZENECA PLC ORD 0.1%
Value $2.288M Shares 12,068 Est. Cost Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $847K Shares 11,180 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $926K Shares 14,729 Est. Cost Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.1%
Value $1.231M Shares 12,385 Est. Cost Unrealized
DOV DOVER CORP COM 0.0%
Value $641K Shares 2,859 Est. Cost Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value $809K Shares 5,549 Est. Cost Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $446K Shares 16,113 Est. Cost Unrealized
BWA BORGWARNER INC COM 0.0%
Value $264K Shares 3,983 Est. Cost Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value $966K Shares 24,775 Est. Cost Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $423K Shares 5,055 Est. Cost Unrealized
EVRG EVERGY INC COM 0.0%
Value $715K Shares 8,271 Est. Cost Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $311K Shares 10,553 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value $270K Shares 16,972 Est. Cost Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value $290K Shares 778 Est. Cost Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value $843K Shares 11,660 Est. Cost Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $387K Shares 2,666 Est. Cost Unrealized
TOST TOAST INC CL A 0.0%
Value $699K Shares 25,111 Est. Cost Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $280K Shares 5,178 Est. Cost Unrealized
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.0%
Value $655K Shares 18,205 Est. Cost Unrealized
MSCI MSCI INC COM 0.0%
Value $969K Shares 1,730 Est. Cost Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $273K Shares 1,434 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value $749K Shares 1 Est. Cost Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value $1.428M Shares 52,512 Est. Cost Unrealized
SON SONOCO PRODS CO COM 0.0%
Value $530K Shares 9,405 Est. Cost Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value $305K Shares 4,094 Est. Cost Unrealized
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value $661K Shares 25,068 Est. Cost Unrealized
BCH BANCO DE CHILE SPONSORED ADS 0.0%
Value $246K Shares 6,183 Est. Cost Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value $585K Shares 17,074 Est. Cost Unrealized
JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL 0.0%
Value $482K Shares 16,111 Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value $518K Shares 964 Est. Cost Unrealized
BCLO ISHARES BBB-B CLO ACTIVE ETF 0.0%
Value $833K Shares 16,743 Est. Cost Unrealized
FLGB FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value $713K Shares 20,200 Est. Cost Unrealized
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY 0.0%
Value $291K Shares 9,700 Est. Cost Unrealized
CLOB VANECK AA-BB CLO ETF 0.0%
Value $829K Shares 16,410 Est. Cost Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $35,176 Shares 12,980 Est. Cost Unrealized
VFC V F CORP COM 0.0%
Value $211K Shares 12,644 Est. Cost Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $299K Shares 2,513 Est. Cost Unrealized