Salomon & Ludwin, LLC Diversified Active

CIK: 0001766156 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $895,921 (100.0% shares, 0.0% debt)

Holdings (735)

IVW ISHARES S&P 500 GROWTH 8.7%
Value ($000) $77,577 Shares 838,230 Est. Cost $86.21 Unrealized
XLK TECHNOLOGY SELECT SECTOR 6.0%
Value ($000) $53,850 Shares 238,202 Est. Cost $70.45 Unrealized
SUB ISHARES SHORT TERM NTNL 6.0%
Value ($000) $53,504 Shares 511,790 Est. Cost $104.08 Unrealized
VOO VANGUARD S&P 500 ETF 5.5%
Value ($000) $49,503 Shares 98,991 Est. Cost $226.33 Unrealized
IVE ISHARES S&P 500 VALUE 4.8%
Value ($000) $42,629 Shares 234,181 Est. Cost $102.58 Unrealized
VEA VANGUARD FTSE DEVELOPED 3.2%
Value ($000) $28,301 Shares 572,692 Est. Cost $37.17 Unrealized
SPY SPDR S&P 500 ETF 3.1%
Value ($000) $27,536 Shares 50,597 Est. Cost $354.75 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $26,638 Shares 59,600 Est. Cost $239.39 Unrealized +74.3%
IJH ISHARES CORE S&P MID CAP 2.9%
Value ($000) $25,982 Shares 444,021 Est. Cost $88.96 Unrealized
VTEB VANGUARD MUNI BND TAX 2.5%
Value ($000) $22,416 Shares 447,369 Est. Cost $49.59 Unrealized
EFA ISHARES MSCI EAFE ETF 2.5%
Value ($000) $22,403 Shares 286,234 Est. Cost $63.50 Unrealized
IJK ISHARES S&P MID CAP 400 2.3%
Value ($000) $20,569 Shares 233,419 Est. Cost $102.69 Unrealized
VYM VANGUARD HIGH DIVIDEND 2.2%
Value ($000) $20,135 Shares 169,809 Est. Cost $79.00 Unrealized
MUB ISHARES NATIONAL MUNI 2.2%
Value ($000) $19,956 Shares 187,310 Est. Cost $105.43 Unrealized
VGSH VANGUARD SHORT TERM 2.0%
Value ($000) $17,809 Shares 306,179 Est. Cost $58.00 Unrealized
VUG VANGUARD GROWTH ETF 1.9%
Value ($000) $16,731 Shares 44,721 Est. Cost $204.61 Unrealized
XLY SPDR FUND CONSUMER 1.7%
Value ($000) $15,522 Shares 85,175 Est. Cost $111.30 Unrealized
IWM ISHARES RUSSELL 2000 1.7%
Value ($000) $15,131 Shares 74,616 Est. Cost $148.41 Unrealized
IJJ ISHARES S&P MID CAP 400 1.7%
Value ($000) $14,903 Shares 131,334 Est. Cost $114.15 Unrealized
XLV SELECT SECTOR HEALTH 1.6%
Value ($000) $14,546 Shares 99,866 Est. Cost $98.89 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $13,376 Shares 63,509 Est. Cost $141.34 Unrealized +31.0%
IJR ISHARES CORE S&P SMALL 1.4%
Value ($000) $12,576 Shares 117,915 Est. Cost $82.09 Unrealized
XLF SELECT STR FINANCIAL 1.3%
Value ($000) $11,609 Shares 282,652 Est. Cost $27.40 Unrealized
IJT ISHARES S&P SMLL CAP 600 1.1%
Value ($000) $10,264 Shares 79,914 Est. Cost $138.28 Unrealized
JMST JPMORGAN ULTRA SHRT 1.1%
Value ($000) $9,611 Shares 189,393 Est. Cost $50.79 Unrealized
XLP SPDR FUND CONSUMER 1.0%
Value ($000) $9,094 Shares 118,832 Est. Cost $55.70 Unrealized
IVV ISHARES CORE S&P 500 1.0%
Value ($000) $8,761 Shares 16,010 Est. Cost $382.21 Unrealized
VGIT VANGUARD INTRMDIAT TRM 0.9%
Value ($000) $8,252 Shares 140,794 Est. Cost $59.96 Unrealized
BIL SPDR BLOOMBERG 1 3 MNTH 0.9%
Value ($000) $8,111 Shares 87,787 Est. Cost $91.87 Unrealized
IEMG ISHARES CORE MSCI 0.9%
Value ($000) $7,654 Shares 143,003 Est. Cost $46.20 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.8%
Value ($000) $7,607 Shares 62,461 Est. Cost $78.19 Unrealized
SPTI SPDR PORT INTER TRM 0.8%
Value ($000) $7,565 Shares 268,067 Est. Cost $28.11 Unrealized
EEM ISHARES MSCI EMERGING 0.8%
Value ($000) $7,349 Shares 172,724 Est. Cost $39.65 Unrealized
SHY ISHARES 1-3 YEAR TREASRY 0.8%
Value ($000) $6,857 Shares 83,315 Est. Cost $81.60 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.7%
Value ($000) $6,027 Shares 47,656 Est. Cost $88.55 Unrealized
PEY INVSC HIGH YIELD 0.6%
Value ($000) $5,539 Shares 283,663 Est. Cost $15.55 Unrealized
IJS ISHARES S&P SMALL CAP 0.6%
Value ($000) $5,477 Shares 56,305 Est. Cost $106.80 Unrealized
IXG ISHARES GLOBAL 0.6%
Value ($000) $5,441 Shares 63,960 Est. Cost $52.67 Unrealized
VCR VANGUARD CONSUMER 0.6%
Value ($000) $5,368 Shares 17,185 Est. Cost $166.28 Unrealized
SLYV SPDR S&P 600 SMALL CAP 0.5%
Value ($000) $4,788 Shares 61,138 Est. Cost $41.94 Unrealized
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $4,628 Shares 21,225 Est. Cost $185.98 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $4,602 Shares 101,041 Est. Cost $37.20 Unrealized +5.2%
VGT VANGUARD INFORMATION 0.5%
Value ($000) $4,525 Shares 7,848 Est. Cost $328.45 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $4,490 Shares 31,796 Est. Cost $75.86 Unrealized +61.2%
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $4,048 Shares 16,720 Est. Cost $204.58 Unrealized
FDL FIRST TRUST MORNINGSTAR 0.4%
Value ($000) $3,607 Shares 95,789 Est. Cost $26.42 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $3,576 Shares 72,971 Est. Cost $61.85 Unrealized -23.8%
VIS VANGUARD INDUSTRIALS 0.4%
Value ($000) $3,573 Shares 15,189 Est. Cost $127.14 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.4%
Value ($000) $3,557 Shares 6,647 Est. Cost $358.41 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.4%
Value ($000) $3,470 Shares 43,310 Est. Cost $58.87 Unrealized
VT VANGUARD TOTAL WORLD 0.4%
Value ($000) $3,405 Shares 30,231 Est. Cost $83.56 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $3,366 Shares 21,004 Est. Cost $108.08 Unrealized
VWO VANGUARD FTSE EMERGING 0.4%
Value ($000) $3,341 Shares 76,348 Est. Cost $39.18 Unrealized
XLE ENERGY SELECT SECTOR 0.4%
Value ($000) $3,203 Shares 35,174 Est. Cost $63.17 Unrealized
AIVL WISDOMTREE US AI ENHNCD 0.3%
Value ($000) $3,034 Shares 30,595 Est. Cost $76.14 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $2,956 Shares 29,167 Est. Cost $81.78 Unrealized +11.6%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $2,944 Shares 13,352 Est. Cost $187.58 Unrealized +18.0%
DON WISDOMTREE US MIDCAP 0.3%
Value ($000) $2,900 Shares 62,486 Est. Cost $30.57 Unrealized
SPYV SPDR S&P 500 VALUE ETF 0.3%
Value ($000) $2,714 Shares 55,681 Est. Cost $41.06 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $2,629 Shares 10,315 Est. Cost $221.15 Unrealized +15.3%
DES WISDOMTREE US SMALLCAP 0.2%
Value ($000) $2,122 Shares 68,639 Est. Cost $24.53 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,991 Shares 10,302 Est. Cost $128.33 Unrealized +43.1%
VHT VANGUARD HEALTH CARE 0.2%
Value ($000) $1,983 Shares 7,454 Est. Cost $228.00 Unrealized
IWF ISHARES RUSSELL 1000 0.2%
Value ($000) $1,929 Shares 5,291 Est. Cost $196.74 Unrealized
NEU NEWMARKET CORPORATN 0.2%
Value ($000) $1,754 Shares 3,403 Est. Cost $321.20 Unrealized +68.0%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $1,725 Shares 13,520 Est. Cost $38.60 Unrealized
XLC COMMUNICAT SVS SLCT SEC 0.2%
Value ($000) $1,724 Shares 20,125 Est. Cost $60.19 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,690 Shares 1,587 Est. Cost $426.22 Unrealized
SGOV ISHARES 0 TO 3 MNTH 0.2%
Value ($000) $1,609 Shares 15,977 Est. Cost $100.28 Unrealized
NSC NORFOLK SOUTHERN CO 0.2%
Value ($000) $1,590 Shares 7,404 Est. Cost $241.21 Unrealized -7.0%
PG PROCTER & GAMBLE 0.2%
Value ($000) $1,571 Shares 9,524 Est. Cost $134.29 Unrealized +17.1%
SPDW SPDR PORTFOLIO DVLPD 0.1%
Value ($000) $1,295 Shares 36,908 Est. Cost $32.86 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,212 Shares 8,294 Est. Cost $148.53 Unrealized -4.8%
QQQ INVSC QQQ TRUST SRS 1 0.1%
Value ($000) $1,202 Shares 2,509 Est. Cost $309.73 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $1,178 Shares 18,504 Est. Cost $55.39 Unrealized +6.3%
VDC VANGUARD CONSUMER 0.1%
Value ($000) $1,160 Shares 5,713 Est. Cost $196.56 Unrealized
MDYG SPDR S&P 400 MID CAP 0.1%
Value ($000) $1,053 Shares 12,529 Est. Cost $73.07 Unrealized
LLY ELI LILLY AND CO 0.1%
Value ($000) $1,039 Shares 1,148 Est. Cost $250.17 Unrealized +216.2%
VTI VANGUARD TOTAL STOCK 0.1%
Value ($000) $1,033 Shares 3,861 Est. Cost $202.82 Unrealized
SHV ISHARES SHORT TREASURY 0.1%
Value ($000) $969 Shares 8,770 Est. Cost $110.13 Unrealized
MDYV SPDR S&P 400 MID CAP 0.1%
Value ($000) $955 Shares 13,088 Est. Cost $67.85 Unrealized
PRAA PRA GROUP INC 0.1%
Value ($000) $918 Shares 46,699 Est. Cost $31.78 Unrealized -27.6%
ITA ISHARES US AEROSPACE 0.1%
Value ($000) $907 Shares 6,870 Est. Cost $99.48 Unrealized
GOOGL ALPHABET INC. 0.1%
Value ($000) $883 Shares 4,848 Est. Cost $110.90 Unrealized +50.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $880 Shares 22,652 Est. Cost $36.86 Unrealized -5.2%
PEP PEPSICO INC 0.1%
Value ($000) $861 Shares 5,219 Est. Cost $141.89 Unrealized +14.4%
RSP INVSC S P 500 EQUAL 0.1%
Value ($000) $851 Shares 5,178 Est. Cost $148.07 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $837 Shares 4,882 Est. Cost $113.68 Unrealized +38.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $829 Shares 7,198 Est. Cost $75.31 Unrealized +46.2%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $800 Shares 1,446 Est. Cost $548.69 Unrealized +3.8%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $759 Shares 3,041 Est. Cost $115.56 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $739 Shares 3,656 Est. Cost $123.96 Unrealized +52.6%
META META PLATFORMS INC 0.1%
Value ($000) $718 Shares 1,424 Est. Cost $169.12 Unrealized +185.8%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $711 Shares 3,305 Est. Cost $176.13 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $709 Shares 1,606 Est. Cost $344.71 Unrealized +31.0%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $663 Shares 6,633 Est. Cost $101.42 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $632 Shares 744 Est. Cost $514.54 Unrealized +50.4%
CVX CHEVRON CORP 0.1%
Value ($000) $631 Shares 4,031 Est. Cost $134.46 Unrealized +10.4%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $597 Shares 2,258 Est. Cost $130.84 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $595 Shares 1,168 Est. Cost $489.43 Unrealized -3.3%
SCHD SCHWAB US DIVIDEND 0.1%
Value ($000) $591 Shares 7,604 Est. Cost $53.47 Unrealized
AUB ATLANTIC UNION BANKSHARE 0.1%
Value ($000) $585 Shares 17,820 Est. Cost $30.91 Unrealized -2.2%
ITOT ISHARES TOTAL US STOCK 0.1%
Value ($000) $557 Shares 4,687 Est. Cost $89.56 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $539 Shares 4,162 Est. Cost $71.84 Unrealized +81.1%
SLYG SPDR S&P 600 SMALL CAP 0.1%
Value ($000) $512 Shares 5,966 Est. Cost $83.55 Unrealized
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $492 Shares 2,106 Est. Cost $236.12 Unrealized -3.5%
KRE SPDR S&P REGIONAL 0.1%
Value ($000) $465 Shares 9,473 Est. Cost $50.28 Unrealized
IWR ISHARES RUSSELL MID CAP 0.1%
Value ($000) $463 Shares 5,714 Est. Cost $62.09 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $455 Shares 4,535 Est. Cost $92.46 Unrealized +1.9%
IYW ISHARES US TECHNOLOGY 0.1%
Value ($000) $452 Shares 3,002 Est. Cost $73.23 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $436 Shares 2,188 Est. Cost $99.13 Unrealized +84.0%
SPEM SPDR INDEX SHARES EMERG 0.0%
Value ($000) $414 Shares 10,991 Est. Cost $34.00 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $403 Shares 7,950 Est. Cost $50.15 Unrealized +7.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $386 Shares 9,716 Est. Cost $31.71 Unrealized +16.2%
IXJ ISHARES GLOBAL 0.0%
Value ($000) $382 Shares 4,117 Est. Cost $93.15 Unrealized
XYLD GLOBAL X S&P 500 COVERED 0.0%
Value ($000) $374 Shares 9,251 Est. Cost $42.71 Unrealized
VBK VANGUARD SMALL CAP 0.0%
Value ($000) $372 Shares 1,488 Est. Cost $201.20 Unrealized
IBM IBM CORP 0.0%
Value ($000) $371 Shares 2,144 Est. Cost $126.08 Unrealized +31.5%
VTWO VANGUARD RUSSELL 2000 0.0%
Value ($000) $370 Shares 4,513 Est. Cost $83.08 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $364 Shares 3,668 Est. Cost $134.73 Unrealized -21.7%
NVDA NVIDIA CORP 0.0%
Value ($000) $348 Shares 2,820 Est. Cost $98.42 Unrealized +2.7%
DLN WISDOMTREE US LARGECAP 0.0%
Value ($000) $347 Shares 4,763 Est. Cost $61.95 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $346 Shares 3,332 Est. Cost $106.57 Unrealized -3.4%
MDLZ MONDELEZ INTL 0.0%
Value ($000) $342 Shares 5,222 Est. Cost $57.66 Unrealized +13.0%
NFLX NETFLIX INC 0.0%
Value ($000) $323 Shares 478 Est. Cost $41.91 Unrealized +49.0%
KNSL KINSALE CAPITAL GROUP IN 0.0%
Value ($000) $318 Shares 825 Est. Cost $425.36 Unrealized -4.8%
V VISA INC 0.0%
Value ($000) $305 Shares 1,163 Est. Cost $210.61 Unrealized +28.6%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $303 Shares 6,384 Est. Cost $44.13 Unrealized +2.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $301 Shares 191 Est. Cost $1300.44 Unrealized +19.4%
BRK/B BERKSHIRE HATHAWAY 0.0%
Value ($000) $296 Shares 728 Est. Cost $290.48 Unrealized +40.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $294 Shares 4,150 Est. Cost $73.60 Unrealized -8.1%
INTC INTEL CORP 0.0%
Value ($000) $293 Shares 9,474 Est. Cost $41.06 Unrealized -20.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $288 Shares 4,857 Est. Cost $39.58 Unrealized +43.7%
RTX RTX CORP 0.0%
Value ($000) $271 Shares 2,699 Est. Cost $81.89 Unrealized +22.3%
NKE NIKE INC 0.0%
Value ($000) $266 Shares 3,530 Est. Cost $110.78 Unrealized -19.0%
RS RELIANCE INC 0.0%
Value ($000) $265 Shares 928 Est. Cost $183.74 Unrealized +63.9%
AVGO BROADCOM INC 0.0%
Value ($000) $260 Shares 162 Est. Cost $68.73 Unrealized +100.3%
TSLA TESLA INC 0.0%
Value ($000) $259 Shares 1,311 Est. Cost $240.53 Unrealized -27.3%
MRK MERCK & CO. INC. 0.0%
Value ($000) $248 Shares 2,003 Est. Cost $86.70 Unrealized +40.4%
VIG VANGUARD DIVIDEND 0.0%
Value ($000) $247 Shares 1,355 Est. Cost $156.48 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.0%
Value ($000) $246 Shares 5,193 Est. Cost $47.22 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $244 Shares 709 Est. Cost $294.57 Unrealized +11.2%
VBR VANGUARD SMALL CAP VALUE 0.0%
Value ($000) $241 Shares 1,323 Est. Cost $158.84 Unrealized
IWV ISHARES RUSSELL 3000 0.0%
Value ($000) $240 Shares 778 Est. Cost $246.04 Unrealized
VIOO VANGUARD S&P SMALL CAP 0.0%
Value ($000) $227 Shares 2,307 Est. Cost $98.34 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $222 Shares 2,527 Est. Cost $85.36 Unrealized -3.2%
GOOG ALPHABET INC. 0.0%
Value ($000) $219 Shares 1,194 Est. Cost $111.12 Unrealized +52.0%
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $209 Shares 3,255 Est. Cost $50.60 Unrealized
USMV ISHARES MSCI USA MIN VOL 0.0%
Value ($000) $204 Shares 2,431 Est. Cost $72.38 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $204 Shares 612 Est. Cost $208.67 Unrealized +62.3%
UBSI UNITED BANKSHRS INC 0.0%
Value ($000) $202 Shares 6,221 Est. Cost $30.11 Unrealized +9.8%
KXI ISHARES GLOBAL CONSUMER 0.0%
Value ($000) $197 Shares 3,270 Est. Cost $60.85 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $189 Shares 3,237 Est. Cost $52.00 Unrealized +7.0%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $188 Shares 4,570 Est. Cost $35.79 Unrealized +1.9%
CP CANADIAN PACIFIC KANSA F 0.0%
Value ($000) $183 Shares 2,323 Est. Cost $76.20 Unrealized +5.6%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $170 Shares 861 Est. Cost $151.87 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $169 Shares 2,175 Est. Cost $59.62 Unrealized +20.4%
XLU SELECT SECTOR UTI SELECT 0.0%
Value ($000) $163 Shares 2,397 Est. Cost $61.67 Unrealized
CSX CSX CORP 0.0%
Value ($000) $163 Shares 4,875 Est. Cost $30.58 Unrealized +8.3%
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $163 Shares 2,600 Est. Cost $61.66 Unrealized +0.8%
AMGN AMGEN INC. 0.0%
Value ($000) $160 Shares 513 Est. Cost $236.25 Unrealized +18.2%
GLTR ABRDN PHYSICAL PREC MTL 0.0%
Value ($000) $159 Shares 1,541 Est. Cost $84.16 Unrealized
VNQ VANGUARD REAL ESTATE 0.0%
Value ($000) $155 Shares 1,847 Est. Cost $76.74 Unrealized
MTUM ISHARES MSCI USA MOMNTUM 0.0%
Value ($000) $144 Shares 739 Est. Cost $139.70 Unrealized
COF CAPITAL ONE FC 0.0%
Value ($000) $140 Shares 1,012 Est. Cost $100.39 Unrealized +36.6%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $139 Shares 1,101 Est. Cost $133.03 Unrealized -4.3%
GE GE AEROSPACE 0.0%
Value ($000) $129 Shares 813 Est. Cost $88.66 Unrealized +78.2%
PDP INVESCO DORSEY WRIGHT 0.0%
Value ($000) $128 Shares 1,305 Est. Cost $62.64 Unrealized
T A T & T INC 0.0%
Value ($000) $127 Shares 6,645 Est. Cost $15.20 Unrealized +6.3%
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $126 Shares 423 Est. Cost $234.91 Unrealized
VOE VANGUARD MID CAP VALUE 0.0%
Value ($000) $126 Shares 835 Est. Cost $134.89 Unrealized
SPHQ INVESCO S&P 500 QUALITY 0.0%
Value ($000) $125 Shares 1,962 Est. Cost $32.28 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $124 Shares 373 Est. Cost $307.25 Unrealized
PKW INVSC BUYBACK ACHIEVERS 0.0%
Value ($000) $121 Shares 1,169 Est. Cost $56.24 Unrealized
RPV INVSC S P 500 PURE VALUE 0.0%
Value ($000) $119 Shares 1,424 Est. Cost $61.59 Unrealized
DFUV DIMENSIONAL US 0.0%
Value ($000) $118 Shares 2,996 Est. Cost $34.02 Unrealized
SCHM CHARLES SCHWAB US MC 0.0%
Value ($000) $117 Shares 1,508 Est. Cost $80.49 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $116 Shares 1,972 Est. Cost $64.30 Unrealized -9.0%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $116 Shares 343 Est. Cost $118.33 Unrealized +26.4%
MGM MGM RESORTS INTL 0.0%
Value ($000) $116 Shares 2,600 Est. Cost $44.19 Unrealized -5.4%
IWP ISHARES RUSSELL MID CAP 0.0%
Value ($000) $116 Shares 1,047 Est. Cost $97.11 Unrealized
SPLV INVESCO S&P 500 LOW 0.0%
Value ($000) $110 Shares 1,698 Est. Cost $57.50 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $105 Shares 494 Est. Cost $165.92 Unrealized +10.8%
CMCSA COMCAST CORP 0.0%
Value ($000) $103 Shares 2,640 Est. Cost $41.38 Unrealized -10.3%
MMM 3M CO 0.0%
Value ($000) $103 Shares 1,009 Est. Cost $79.55 Unrealized +18.5%
MRSH MARSH & MC LENNAN CO 0.0%
Value ($000) $103 Shares 488 Est. Cost $184.60 Unrealized +8.4%
DFAX DIMENSIONAL WLD EX US CR 0.0%
Value ($000) $103 Shares 4,034 Est. Cost $22.52 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $101 Shares 1,038 Est. Cost $71.49 Unrealized +24.6%
IVOV VANGUARD S&P MID CAP 400 0.0%
Value ($000) $101 Shares 1,150 Est. Cost $90.80 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $101 Shares 1,383 Est. Cost $77.84 Unrealized +0.6%
TGT TARGET CORP 0.0%
Value ($000) $100 Shares 678 Est. Cost $124.01 Unrealized +19.3%
BP BP PLC F 0.0%
Value ($000) $100 Shares 2,760 Est. Cost $38.72 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $99 Shares 429 Est. Cost $180.39 Unrealized +26.0%
RPG INVSC S P 500 PURE 0.0%
Value ($000) $98 Shares 2,636 Est. Cost $47.73 Unrealized
MAR MARRIOTT INTL INC 0.0%
Value ($000) $98 Shares 404 Est. Cost $194.07 Unrealized +21.7%
MCK MCKESSON CORP 0.0%
Value ($000) $97 Shares 166 Est. Cost $379.54 Unrealized +45.6%
MAA MID AMERICA APARTMENT CO 0.0%
Value ($000) $97 Shares 678 Est. Cost $131.36 Unrealized -4.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $97 Shares 453 Est. Cost $163.13 Unrealized +24.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $93 Shares 1,277 Est. Cost $62.25 Unrealized +11.6%
DHR DANAHER CORP 0.0%
Value ($000) $92 Shares 370 Est. Cost $225.39 Unrealized +11.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $92 Shares 1,063 Est. Cost $90.84 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $90 Shares 608 Est. Cost $127.54 Unrealized
CCEP COCA-COLA EUROPACIFIC F 0.0%
Value ($000) $90 Shares 1,234 Est. Cost $59.06 Unrealized +16.2%
BLACKROCK INC 0.0%
Value ($000) $90 Shares 114 Est. Cost $646.49 Unrealized
DFAT DIMENSIONAL U S TARGETED 0.0%
Value ($000) $89 Shares 1,721 Est. Cost $45.69 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $88 Shares 800 Est. Cost $78.26 Unrealized +43.2%
HPQ HP INC. 0.0%
Value ($000) $87 Shares 2,476 Est. Cost $27.79 Unrealized +6.9%
DBEF XTRACKERS MSCI EAFE HDGD 0.0%
Value ($000) $86 Shares 2,075 Est. Cost $34.90 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $86 Shares 495 Est. Cost $178.32 Unrealized -8.4%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $84 Shares 372 Est. Cost $206.15 Unrealized +9.4%
IBB ISHARES BIOTECHNOLOGY 0.0%
Value ($000) $84 Shares 610 Est. Cost $122.29 Unrealized
PNW PINNACLE WEST CAP 0.0%
Value ($000) $83 Shares 1,085 Est. Cost $71.78 Unrealized -1.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $82 Shares 151 Est. Cost $445.42 Unrealized +15.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $81 Shares 1,045 Est. Cost $96.28 Unrealized -18.9%
OKE ONEOK INC 0.0%
Value ($000) $80 Shares 985 Est. Cost $57.97 Unrealized +27.5%
IWD ISHARES RUSSELL 1000 0.0%
Value ($000) $80 Shares 459 Est. Cost $151.82 Unrealized
AOM ISHARES CORE MODERATE 0.0%
Value ($000) $78 Shares 1,825 Est. Cost $38.93 Unrealized
FDM FIRST TRUST DJ SEL 0.0%
Value ($000) $78 Shares 1,303 Est. Cost $54.78 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $77 Shares 395 Est. Cost $160.56 Unrealized +9.7%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $76 Shares 2,485 Est. Cost $36.16 Unrealized -12.5%
LIN LINDE PLC F 0.0%
Value ($000) $74 Shares 168 Est. Cost $383.29 Unrealized +12.3%
AEE AMEREN CORP 0.0%
Value ($000) $73 Shares 1,031 Est. Cost $75.48 Unrealized -8.5%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $71 Shares 300 Est. Cost $230.66 Unrealized +2.7%
BA BOEING CO 0.0%
Value ($000) $70 Shares 382 Est. Cost $163.57 Unrealized +9.0%
NVO NOVO-NORDISK AS VORMAL F 0.0%
Value ($000) $69 Shares 482 Est. Cost $103.30 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $69 Shares 945 Est. Cost $64.35 Unrealized
VIOG VANGUARD S&P SMALL CAP 0.0%
Value ($000) $68 Shares 620 Est. Cost $112.43 Unrealized
WMT WALMART INC 0.0%
Value ($000) $67 Shares 992 Est. Cost $55.30 Unrealized +12.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $67 Shares 419 Est. Cost $103.58 Unrealized +55.9%
VOOV VANGUARD S&P 500 VALUE 0.0%
Value ($000) $67 Shares 380 Est. Cost $180.58 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $66 Shares 1,594 Est. Cost $52.65 Unrealized -22.1%
CARE CARTER BANKSHARES INC 0.0%
Value ($000) $66 Shares 4,365 Est. Cost $14.37 Unrealized -12.9%
EATON VANCE TAX ADVANTAG 0.0%
Value ($000) $65 Shares 2,780 Est. Cost $23.60 Unrealized
RCL ROYAL CARIBBEAN GROUP F 0.0%
Value ($000) $64 Shares 400 Est. Cost $98.44 Unrealized +43.6%
SPSM SPDR PORTFOLIO S&P 600 0.0%
Value ($000) $63 Shares 1,524 Est. Cost $38.84 Unrealized
MFC MANULIFE FINL F 0.0%
Value ($000) $62 Shares 2,347 Est. Cost $18.90 Unrealized +32.3%
VIOV VANGUARD S&P SMALL CAP 0.0%
Value ($000) $62 Shares 746 Est. Cost $88.42 Unrealized
ILCB ISHARES MORNINGSTAR US 0.0%
Value ($000) $61 Shares 817 Est. Cost $58.90 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $112.19 Unrealized +3.7%
SPYM SPDR PORTFOLIO S&P 500 0.0%
Value ($000) $59 Shares 925 Est. Cost $50.26 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $58 Shares 134 Est. Cost $435.28 Unrealized +2.0%
VYMI VANGUARD INTERNATNL HGH 0.0%
Value ($000) $58 Shares 847 Est. Cost $61.89 Unrealized
ODFL OLD DOMINION FREIGHT 0.0%
Value ($000) $58 Shares 326 Est. Cost $202.78 Unrealized -8.0%
CDW CDW CORP 0.0%
Value ($000) $56 Shares 252 Est. Cost $193.29 Unrealized +17.3%
DHI D R HORTON CO 0.0%
Value ($000) $56 Shares 397 Est. Cost $116.99 Unrealized +23.5%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $55 Shares 747 Est. Cost $60.38 Unrealized +19.8%
CB CHUBB LTD F 0.0%
Value ($000) $55 Shares 215 Est. Cost $211.88 Unrealized +19.3%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $54 Shares 1,745 Est. Cost $27.13 Unrealized +4.4%
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $53 Shares 162 Est. Cost $195.76 Unrealized +60.3%
ILCG ISHARES MORNINGSTAR 0.0%
Value ($000) $53 Shares 648 Est. Cost $59.65 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $53 Shares 494 Est. Cost $134.75 Unrealized -12.4%
PFE PFIZER INC 0.0%
Value ($000) $53 Shares 1,883 Est. Cost $40.78 Unrealized -39.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $52 Shares 2,636 Est. Cost $15.26 Unrealized +16.2%
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $52 Shares 2,436 Est. Cost $16.09 Unrealized +9.5%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $51 Shares 214 Est. Cost $219.85 Unrealized +7.6%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $51 Shares 603 Est. Cost $69.90 Unrealized +14.3%
PSLV SPROTT PHYSICAL SILVER E 0.0%
Value ($000) $50 Shares 5,030 Est. Cost $7.58 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $50 Shares 1,547 Est. Cost $30.50 Unrealized +6.7%
HSY HERSHEY CO 0.0%
Value ($000) $50 Shares 270 Est. Cost $208.68 Unrealized -11.9%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $49 Shares 403 Est. Cost $116.60 Unrealized
ROYCE SMALL CAP TRUST CF 0.0%
Value ($000) $48 Shares 3,299 Est. Cost $15.17 Unrealized
PRK PARK NTNL CORP 0.0%
Value ($000) $48 Shares 334 Est. Cost $103.61 Unrealized +30.0%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $47 Shares 491 Est. Cost $122.17 Unrealized -11.5%
VOX VANGUARD COMMUNICATION 0.0%
Value ($000) $47 Shares 343 Est. Cost $113.00 Unrealized
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $47 Shares 235 Est. Cost $101.44 Unrealized +99.1%
VEU VANGUARD FTSE ALL WORLD 0.0%
Value ($000) $47 Shares 799 Est. Cost $51.87 Unrealized
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $46 Shares 226 Est. Cost $159.78 Unrealized +30.7%
MAT MATTEL INC. 0.0%
Value ($000) $45 Shares 2,749 Est. Cost $21.36 Unrealized -15.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $45 Shares 135 Est. Cost $272.79 Unrealized +22.5%
DEO DIAGEO PLC F 0.0%
Value ($000) $44 Shares 350 Est. Cost $149.18 Unrealized
SOUTHSTATE CORP 0.0%
Value ($000) $44 Shares 575 Est. Cost $67.36 Unrealized
DHS WISDOMTREE US HIGH 0.0%
Value ($000) $43 Shares 514 Est. Cost $78.06 Unrealized
COHEN AND STEERS INFRAST 0.0%
Value ($000) $43 Shares 1,925 Est. Cost $22.74 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $43 Shares 1,275 Est. Cost $26.98 Unrealized
DSI ISHARES MSCI KLD 400 0.0%
Value ($000) $43 Shares 411 Est. Cost $82.06 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $42 Shares 473 Est. Cost $50.98 Unrealized +63.0%
INTU INTUIT INC 0.0%
Value ($000) $42 Shares 64 Est. Cost $596.07 Unrealized +3.0%
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $42 Shares 665 Est. Cost $60.27 Unrealized +2.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $42 Shares 365 Est. Cost $107.88 Unrealized +6.9%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $41 Shares 160 Est. Cost $269.94 Unrealized -10.2%
ABBNY ABB LTD F 0.0%
Value ($000) $41 Shares 738 Est. Cost $37.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $41 Shares 88 Est. Cost $415.70 Unrealized +6.2%
SYK STRYKER CORP 0.0%
Value ($000) $40 Shares 118 Est. Cost $281.97 Unrealized +18.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $40 Shares 226 Est. Cost $155.54 Unrealized +5.2%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $40 Shares 41 Est. Cost $89.54 Unrealized +71.8%
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $40 Shares 159 Est. Cost $213.74 Unrealized +19.5%
STZ CONSTELLATION BRAND 0.0%
Value ($000) $39 Shares 150 Est. Cost $246.69 Unrealized +0.7%
CPRT COPART INC 0.0%
Value ($000) $38 Shares 704 Est. Cost $44.45 Unrealized +22.8%
ETR ENTERGY CORP 0.0%
Value ($000) $38 Shares 353 Est. Cost $46.03 Unrealized +11.5%
TXRH TEXAS ROADHOUSE 0.0%
Value ($000) $37 Shares 218 Est. Cost $102.44 Unrealized +55.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $37 Shares 214 Est. Cost $65.14 Unrealized +175.7%
COHR COHERENT CORP 0.0%
Value ($000) $37 Shares 510 Est. Cost $54.83 Unrealized +9.7%
SLVP ISHARES MSI GLBL SILR 0.0%
Value ($000) $37 Shares 3,211 Est. Cost $8.57 Unrealized
IMCG ISHARES MORGSTAR MID CAP 0.0%
Value ($000) $37 Shares 544 Est. Cost $57.13 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $37 Shares 763 Est. Cost $48.30 Unrealized +3.3%
TFI SPDR NUVEEN BLOMBG MNPL 0.0%
Value ($000) $36 Shares 791 Est. Cost $43.70 Unrealized
ACN ACCENTURE PLC F 0.0%
Value ($000) $36 Shares 119 Est. Cost $304.36 Unrealized -1.6%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $35 Shares 258 Est. Cost $162.18 Unrealized -19.8%
MOAT VANECK MORNINGSTAR WIDE 0.0%
Value ($000) $35 Shares 400 Est. Cost $89.90 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $158.10 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 0.0%
Value ($000) $33 Shares 156 Est. Cost $173.78 Unrealized
IWN ISHARES RUSSELL 2000 0.0%
Value ($000) $33 Shares 214 Est. Cost $135.55 Unrealized
ARTY ISHARE ROBOT ARTIF INTEL 0.0%
Value ($000) $33 Shares 981 Est. Cost $30.54 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $32 Shares 516 Est. Cost $26.81 Unrealized +21.7%
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $32 Shares 320 Est. Cost $73.97 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $32 Shares 92 Est. Cost $183.93 Unrealized
NXPI NXP SEMICONDUCTORS F 0.0%
Value ($000) $32 Shares 119 Est. Cost $220.29 Unrealized +13.5%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $32 Shares 295 Est. Cost $124.17 Unrealized -6.6%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $32 Shares 290 Est. Cost $98.00 Unrealized +9.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $32 Shares 63 Est. Cost $435.59 Unrealized +21.1%
ATR APTARGROUP INC 0.0%
Value ($000) $32 Shares 225 Est. Cost $118.75 Unrealized +19.0%
APO APOLLO GLOBAL MGMT INC N 0.0%
Value ($000) $31 Shares 263 Est. Cost $81.05 Unrealized +36.8%
FBPA FARMERS BANK APPOMATTOX 0.0%
Value ($000) $31 Shares 1,400 Est. Cost $21.64 Unrealized -3.6%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $31 Shares 96 Est. Cost $268.37 Unrealized +19.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $31 Shares 439 Est. Cost $68.06 Unrealized +2.4%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $31 Shares 130 Est. Cost $140.40 Unrealized +50.6%
DE DEERE & CO 0.0%
Value ($000) $31 Shares 82 Est. Cost $397.95 Unrealized -4.4%
PFF ISHARES PREFERRED INCOME 0.0%
Value ($000) $31 Shares 969 Est. Cost $30.15 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $30 Shares 780 Est. Cost $34.08 Unrealized +6.6%
BWXT B W X TECHNOLOGIES INCOR 0.0%
Value ($000) $30 Shares 311 Est. Cost $70.74 Unrealized +29.3%
EIPI FT ENERGY INCM PARTNR 0.0%
Value ($000) $29 Shares 1,570 Est. Cost $18.58 Unrealized
PAVE GLOBAL X US INFRA 0.0%
Value ($000) $28 Shares 767 Est. Cost $30.38 Unrealized
IVOG VANGUARD S&P MID CAP 400 0.0%
Value ($000) $28 Shares 257 Est. Cost $113.45 Unrealized
GSLC GOLDMAN SACHS ACTVBETA 0.0%
Value ($000) $27 Shares 256 Est. Cost $91.06 Unrealized
COKE COCA COLA CONSOLIDATED I 0.0%
Value ($000) $27 Shares 25 Est. Cost $64.34 Unrealized +42.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $26 Shares 237 Est. Cost $99.73 Unrealized +5.8%
RHHBY ROCHE HLDG AG F 0.0%
Value ($000) $26 Shares 755 Est. Cost $33.93 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $26 Shares 740 Est. Cost $37.24 Unrealized -6.7%
FLRN SPDR BLOOMBERG INT GRD 0.0%
Value ($000) $25 Shares 820 Est. Cost $30.72 Unrealized
PNC PNC FINL SERVICES 0.0%
Value ($000) $25 Shares 162 Est. Cost $115.08 Unrealized +27.4%
NUE NUCOR CORP 0.0%
Value ($000) $25 Shares 158 Est. Cost $177.23 Unrealized -4.7%
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $25 Shares 234 Est. Cost $93.01 Unrealized +10.6%
GNTX GENTEX CORP 0.0%
Value ($000) $25 Shares 727 Est. Cost $32.06 Unrealized +7.7%
LH LABCORP HLDGS INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $199.50 Unrealized 0.0%
CNI CANADIAN NATL RAILWY F 0.0%
Value ($000) $24 Shares 206 Est. Cost $109.71 Unrealized +10.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $24 Shares 523 Est. Cost $34.64 Unrealized +28.1%
NOBL PROSHARES S&P 500 DIV 0.0%
Value ($000) $24 Shares 249 Est. Cost $101.41 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $23 Shares 1,120 Est. Cost $16.51 Unrealized +8.4%
FTEC FIDELITY MSCI INFOR TECH 0.0%
Value ($000) $23 Shares 136 Est. Cost $122.93 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $23 Shares 185 Est. Cost $112.84 Unrealized +8.2%
RDVY FT RISING DIVIDEND 0.0%
Value ($000) $23 Shares 425 Est. Cost $45.95 Unrealized
ENB ENBRIDGE INC F 0.0%
Value ($000) $23 Shares 653 Est. Cost $30.38 Unrealized +6.5%
ETN EATON CORP PLC F 0.0%
Value ($000) $23 Shares 74 Est. Cost $209.69 Unrealized +51.3%
FTCS FIRST TRUST CAPITAL 0.0%
Value ($000) $23 Shares 275 Est. Cost $85.65 Unrealized
SHEL SHELL PLC F 0.0%
Value ($000) $23 Shares 319 Est. Cost $64.89 Unrealized
SUI SUN COMMUNITIES 0.0%
Value ($000) $23 Shares 190 Est. Cost $118.34 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $23 Shares 535 Est. Cost $39.66 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 355 Est. Cost $47.36 Unrealized +24.0%
BX BLACKSTONE INC 0.0%
Value ($000) $22 Shares 180 Est. Cost $97.43 Unrealized +20.9%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $22 Shares 280 Est. Cost $77.80 Unrealized +0.3%
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $22 Shares 190 Est. Cost $100.56 Unrealized +5.3%
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $22 Shares 1,910 Est. Cost $9.68 Unrealized
H HYATT HOTELS 0.0%
Value ($000) $22 Shares 144 Est. Cost $112.68 Unrealized +32.3%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $22 Shares 49 Est. Cost $312.30 Unrealized +27.5%
IAU ISHARES GOLD ETF 0.0%
Value ($000) $22 Shares 496 Est. Cost $35.79 Unrealized
PID INVSC INTL DVDND ACHVRS 0.0%
Value ($000) $22 Shares 1,212 Est. Cost $16.71 Unrealized
EATON VANCE TAX ADV GLBL 0.0%
Value ($000) $22 Shares 1,162 Est. Cost $15.38 Unrealized
VERRICA PHARMACEUTICALS 0.0%
Value ($000) $21 Shares 2,900 Est. Cost $3.89 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $21 Shares 1,683 Est. Cost $10.84 Unrealized +2.7%
UNIVERSAL STAIN&ALOY 0.0%
Value ($000) $21 Shares 770 Est. Cost $13.11 Unrealized
EATON VANCE SENIOR FLOAT 0.0%
Value ($000) $21 Shares 1,600 Est. Cost $13.03 Unrealized
IDOG ALPS INTL SECTOR 0.0%
Value ($000) $21 Shares 705 Est. Cost $27.25 Unrealized
FFIV F5 INC 0.0%
Value ($000) $21 Shares 121 Est. Cost $184.50 Unrealized -5.2%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $21 Shares 267 Est. Cost $72.48 Unrealized +12.2%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $21 Shares 71 Est. Cost $220.68 Unrealized +28.7%
DOW DOW INC 0.0%
Value ($000) $20 Shares 377 Est. Cost $46.31 Unrealized +10.6%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $20 Shares 35 Est. Cost $521.78 Unrealized +2.2%
KMX CARMAX INC 0.0%
Value ($000) $20 Shares 269 Est. Cost $81.89 Unrealized -12.0%
PTLC PACER TRENDPILOT US 0.0%
Value ($000) $20 Shares 392 Est. Cost $47.72 Unrealized
ESGU ISHARES ESG AWARE MSCI 0.0%
Value ($000) $19 Shares 161 Est. Cost $93.91 Unrealized
PPL PPL CORP 0.0%
Value ($000) $19 Shares 692 Est. Cost $24.12 Unrealized +10.1%
BK BANK OF NY MELLON CO 0.0%
Value ($000) $19 Shares 315 Est. Cost $41.82 Unrealized +33.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $19 Shares 295 Est. Cost $64.57 Unrealized -0.2%
PSX PHILLIPS 66 0.0%
Value ($000) $19 Shares 132 Est. Cost $106.02 Unrealized +31.7%
FNDF SCHWAB FUNDAMNTL INTRNL 0.0%
Value ($000) $18 Shares 528 Est. Cost $31.67 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $18 Shares 505 Est. Cost $30.83 Unrealized +11.3%
TLT ISHARES 20 PLS YEAR 0.0%
Value ($000) $18 Shares 200 Est. Cost $94.62 Unrealized
ILCV ISHARES MORNINGSTAR 0.0%
Value ($000) $18 Shares 240 Est. Cost $64.77 Unrealized
TE CONNECTIVITY LTD F 0.0%
Value ($000) $18 Shares 120 Est. Cost $128.68 Unrealized
DIVO AMPLIFY CWP ENHANCED DIV 0.0%
Value ($000) $18 Shares 462 Est. Cost $34.73 Unrealized
UDR UDR INC. 0.0%
Value ($000) $18 Shares 432 Est. Cost $36.13 Unrealized -0.0%
IMCB ISHARES MORNINGSTAR MID 0.0%
Value ($000) $18 Shares 253 Est. Cost $59.73 Unrealized
COWZ PACER US CASH COWS 100 0.0%
Value ($000) $18 Shares 325 Est. Cost $49.43 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $18 Shares 25 Est. Cost $133.37 Unrealized +26.4%
MLM MARTIN MARIETTA MATERIAL 0.0%
Value ($000) $17 Shares 32 Est. Cost $436.08 Unrealized +32.0%
KAYNE ANDERSON ENERGY IN 0.0%
Value ($000) $17 Shares 1,650 Est. Cost $8.41 Unrealized
PRF INVESCO FTSE RAFI US 0.0%
Value ($000) $17 Shares 447 Est. Cost $31.82 Unrealized
BFH BREAD FINL HOLDINGS INC 0.0%
Value ($000) $17 Shares 376 Est. Cost $35.08 Unrealized +9.1%
CBRE CBRE GROUP INC 0.0%
Value ($000) $16 Shares 184 Est. Cost $89.80 Unrealized -1.2%
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $16 Shares 493 Est. Cost $79.87 Unrealized -48.8%
EDOG ALPS EMERGING SECTOR DVD 0.0%
Value ($000) $16 Shares 770 Est. Cost $20.19 Unrealized
REAVES UTILITY INCOME 0.0%
Value ($000) $16 Shares 580 Est. Cost $24.65 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $16 Shares 917 Est. Cost $16.03 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $16 Shares 740 Est. Cost $20.99 Unrealized
MET METLIFE INC 0.0%
Value ($000) $15 Shares 216 Est. Cost $63.82 Unrealized +6.8%
NUVEEN VIRGINIA QLTY MNC 0.0%
Value ($000) $15 Shares 1,300 Est. Cost $9.50 Unrealized
PCEF INVESCO CEF INCOME 0.0%
Value ($000) $15 Shares 773 Est. Cost $17.10 Unrealized
TORTOISE NORTH AMERICAN 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.45 Unrealized
VRNS VARONIS SYS INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $29.53 Unrealized +50.0%
WOOD ISHARES GLOBAL TIMBER 0.0%
Value ($000) $14 Shares 183 Est. Cost $74.02 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $14 Shares 53 Est. Cost $237.23 Unrealized +2.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $14 Shares 183 Est. Cost $48.38 Unrealized +55.8%
TTWO TAKE TWO INTERACTV 0.0%
Value ($000) $14 Shares 91 Est. Cost $146.25 Unrealized +3.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $14 Shares 264 Est. Cost $60.70 Unrealized 0.0%
XHR XENIA HOTELS & RESORTS I 0.0%
Value ($000) $14 Shares 974 Est. Cost $11.78 Unrealized
EATON VANCE TAX MGD DVF 0.0%
Value ($000) $14 Shares 992 Est. Cost $11.54 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $14 Shares 99 Est. Cost $124.31 Unrealized +5.1%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $14 Shares 106 Est. Cost $117.82 Unrealized +17.3%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $14 Shares 150 Est. Cost $78.72 Unrealized +11.0%
EATON VANCE TAX MAN GL D 0.0%
Value ($000) $14 Shares 1,605 Est. Cost $7.37 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $13 Shares 254 Est. Cost $50.15 Unrealized -3.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,146 Est. Cost $10.95 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $13 Shares 87 Est. Cost $147.14 Unrealized -1.6%
NRG NRG ENERGY INC 0.0%
Value ($000) $13 Shares 167 Est. Cost $36.05 Unrealized +109.6%
IWO ISHARES RUSSELL 2000 0.0%
Value ($000) $13 Shares 48 Est. Cost $224.16 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $13 Shares 266 Est. Cost $31.63 Unrealized +33.2%
GABELLI DIVIDEND & INCOM 0.0%
Value ($000) $12 Shares 548 Est. Cost $19.44 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 138 Est. Cost $115.24 Unrealized -16.1%
FNDX SCHWAB FUNDMNTL US LARGE 0.0%
Value ($000) $12 Shares 184 Est. Cost $55.97 Unrealized
NUVEEN NASDAQ 100 DYNAMI 0.0%
Value ($000) $12 Shares 491 Est. Cost $22.47 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $12 Shares 259 Est. Cost $54.41 Unrealized -15.5%
VIGI VANGUARD INTL DIVIDEND 0.0%
Value ($000) $12 Shares 149 Est. Cost $81.53 Unrealized
MPV BARINGS PARTICIPATION IN 0.0%
Value ($000) $12 Shares 730 Est. Cost $13.43 Unrealized
IMCV ISHARES MORNINGSTAR MID 0.0%
Value ($000) $12 Shares 170 Est. Cost $60.59 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $12 Shares 108 Est. Cost $126.18 Unrealized -15.9%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $12 Shares 133 Est. Cost $77.16 Unrealized +8.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $12 Shares 26 Est. Cost $427.27 Unrealized -0.8%
CALAMOS STRATEGIC TOTAL 0.0%
Value ($000) $12 Shares 686 Est. Cost $14.07 Unrealized
AWI ARMSTRONG WORLD INDS 0.0%
Value ($000) $12 Shares 102 Est. Cost $73.04 Unrealized +56.8%
ICOW PACER DEVLP MRT INTR CSH 0.0%
Value ($000) $12 Shares 379 Est. Cost $31.95 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $11 Shares 54 Est. Cost $225.15 Unrealized +0.9%
AMP AMERIPRISE FINL 0.0%
Value ($000) $11 Shares 26 Est. Cost $382.09 Unrealized +9.5%
FVD FIRST TRUST VALUE 0.0%
Value ($000) $11 Shares 271 Est. Cost $37.39 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $11 Shares 205 Est. Cost $55.18 Unrealized -6.9%
LYB LYONDELLBASELL INDS F 0.0%
Value ($000) $11 Shares 114 Est. Cost $83.61 Unrealized +3.8%
BR BROADRIDGE FINL SOLU 0.0%
Value ($000) $11 Shares 54 Est. Cost $181.03 Unrealized +6.6%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $11 Shares 90 Est. Cost $84.29 Unrealized +26.6%
PIMCO INCOME STRATEGY II 0.0%
Value ($000) $10 Shares 1,450 Est. Cost $7.46 Unrealized
APTIV PLC F 0.0%
Value ($000) $10 Shares 146 Est. Cost $79.65 Unrealized
CALF PACER US SMALL CAP CASH 0.0%
Value ($000) $10 Shares 236 Est. Cost $49.16 Unrealized
XLB SPDR FUND MATERIALS 0.0%
Value ($000) $10 Shares 116 Est. Cost $100.62 Unrealized
BXP BOSTON PROPERTIES 0.0%
Value ($000) $10 Shares 166 Est. Cost $55.83 Unrealized +0.1%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $10 Shares 137 Est. Cost $80.08 Unrealized -1.2%
FENY FIDELITY MSCI ENERGY 0.0%
Value ($000) $10 Shares 406 Est. Cost $24.91 Unrealized
VRP INVSC VARIABLE RATE 0.0%
Value ($000) $10 Shares 425 Est. Cost $22.37 Unrealized
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $10 Shares 1,359 Est. Cost $12.48 Unrealized -35.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $10 Shares 356 Est. Cost $30.62 Unrealized -3.9%
FNDA SCHWAB FUNDAMNTL US SML 0.0%
Value ($000) $10 Shares 182 Est. Cost $48.49 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $10 Shares 343 Est. Cost $27.37 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $10 Shares 12 Est. Cost $469.45 Unrealized +55.2%
FNX FIRST TRUST MID CAP CRE 0.0%
Value ($000) $10 Shares 90 Est. Cost $113.37 Unrealized
G GENPACT LIMITED F 0.0%
Value ($000) $10 Shares 298 Est. Cost $33.83 Unrealized -6.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $124.46 Unrealized -7.5%
AAL AMERICAN AIRLS GROUP 0.0%
Value ($000) $9 Shares 821 Est. Cost $15.52 Unrealized -15.3%
FYX FIRST TR SMALL CAP CORE 0.0%
Value ($000) $9 Shares 100 Est. Cost $93.24 Unrealized
WPC W.P. CAREY INC. 0.0%
Value ($000) $9 Shares 164 Est. Cost $55.19 Unrealized
IUSV ISHARES CORE S&P US 0.0%
Value ($000) $9 Shares 102 Est. Cost $74.62 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $9 Shares 94 Est. Cost $82.23 Unrealized +15.4%
PRFZ INVSC FTSE RAFI US 1500 0.0%
Value ($000) $9 Shares 235 Est. Cost $32.99 Unrealized
DD DUPONT DE NEMOURS INC IA 0.0%
Value ($000) $9 Shares 111 Est. Cost $29.88 Unrealized +5.6%
THG HANOVER INSURANCE 0.0%
Value ($000) $9 Shares 70 Est. Cost $103.88 Unrealized +20.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $9 Shares 62 Est. Cost $138.54 Unrealized +2.2%
BTI BRIT AMER TOBACCO F 0.0%
Value ($000) $9 Shares 277 Est. Cost $31.41 Unrealized
PFG PRINCIPAL FINL 0.0%
Value ($000) $9 Shares 109 Est. Cost $73.89 Unrealized +3.3%
VRSN VERISIGN INC 0.0%
Value ($000) $9 Shares 48 Est. Cost $205.84 Unrealized -14.2%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $47.45 Unrealized +30.7%
EMLP FIRST TRUST NORTH 0.0%
Value ($000) $8 Shares 275 Est. Cost $26.42 Unrealized
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $8 Shares 450 Est. Cost $14.90 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $8 Shares 64 Est. Cost $121.95 Unrealized -0.2%
BIV VANGUARD INTERMEDIATE 0.0%
Value ($000) $8 Shares 110 Est. Cost $75.40 Unrealized
ASML ASML HOLDING N V F 0.0%
Value ($000) $8 Shares 8 Est. Cost $970.47 Unrealized
HYMB SPDR NUVEEN BLMG HG YL 0.0%
Value ($000) $8 Shares 320 Est. Cost $23.82 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $8 Shares 42 Est. Cost $172.52 Unrealized
SAP SAP SE F 0.0%
Value ($000) $8 Shares 40 Est. Cost $195.03 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $8 Shares 53 Est. Cost $130.61 Unrealized +6.4%
DFAC DIMENSIONAL U S CORE 0.0%
Value ($000) $8 Shares 247 Est. Cost $26.20 Unrealized
PCY INVESCO EMERGING MARKETS 0.0%
Value ($000) $8 Shares 391 Est. Cost $18.27 Unrealized
AGG ISHARES CORE US 0.0%
Value ($000) $8 Shares 79 Est. Cost $95.87 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $8 Shares 112 Est. Cost $52.19 Unrealized +19.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $8 Shares 48 Est. Cost $122.12 Unrealized +25.7%
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 77 Est. Cost $80.54 Unrealized +12.7%
HYG ISHARES IBOXX HIGH YIELD 0.0%
Value ($000) $7 Shares 97 Est. Cost $77.67 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $7 Shares 284 Est. Cost $14.83 Unrealized +61.6%
BHVN BIOHAVEN LTD F 0.0%
Value ($000) $7 Shares 215 Est. Cost $20.78 Unrealized +90.2%
JCPB JPMORGAN CORE PLUS BOND 0.0%
Value ($000) $7 Shares 159 Est. Cost $46.65 Unrealized
FISV FISERV INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $123.15 Unrealized +22.9%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $7 Shares 162 Est. Cost $45.31 Unrealized
KEYS KEYSIGHT TECH INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $148.10 Unrealized -1.3%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $7 Shares 81 Est. Cost $83.89 Unrealized +4.6%
ADBE ADOBE INC 0.0%
Value ($000) $7 Shares 13 Est. Cost $562.31 Unrealized -13.9%
AMT AMERN TOWER CORP 0.0%
Value ($000) $7 Shares 37 Est. Cost $167.65 Unrealized +5.1%
VCSH VANGUARD SHORT TERM COR 0.0%
Value ($000) $7 Shares 93 Est. Cost $77.08 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $59.42 Unrealized -19.4%
CALAMOS CONVERTIBLE AND 0.0%
Value ($000) $7 Shares 637 Est. Cost $11.16 Unrealized
FBIN FORTUNE BRANDS INNOVATIO 0.0%
Value ($000) $7 Shares 108 Est. Cost $65.91 Unrealized +6.1%
WAB WABTEC 0.0%
Value ($000) $7 Shares 44 Est. Cost $110.02 Unrealized +44.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $7 Shares 110 Est. Cost $53.44 Unrealized +12.7%
CHTR CHARTER COMMUNICATN 0.0%
Value ($000) $7 Shares 23 Est. Cost $415.80 Unrealized -34.4%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $7 Shares 15 Est. Cost $315.37 Unrealized +34.4%
PIMCO DYNAMIC INCOME CF 0.0%
Value ($000) $7 Shares 352 Est. Cost $17.28 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $7 Shares 121 Est. Cost $51.53 Unrealized +4.9%
EIX EDISON INTERNTNL 0.0%
Value ($000) $6 Shares 90 Est. Cost $62.39 Unrealized +7.6%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $6 Shares 2,280 Est. Cost $4.52 Unrealized
SAFRY SAFRAN F 0.0%
Value ($000) $6 Shares 120 Est. Cost $56.65 Unrealized
EXR EXTRA SPACE STORAGE 0.0%
Value ($000) $6 Shares 41 Est. Cost $121.22 Unrealized +11.8%
FNDE SCHWAB FUNDTL EMRG MKT 0.0%
Value ($000) $6 Shares 212 Est. Cost $26.22 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $6 Shares 214 Est. Cost $26.75 Unrealized
GSK GSK PLC ADR F 0.0%
Value ($000) $6 Shares 158 Est. Cost $36.25 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.04 Unrealized -10.2%
SONY SONY GROUP CORP F 0.0%
Value ($000) $6 Shares 70 Est. Cost $82.41 Unrealized
BPOP POPULAR INC F 0.0%
Value ($000) $6 Shares 67 Est. Cost $61.69 Unrealized +34.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 52 Est. Cost $121.57 Unrealized -14.1%
AZN ASTRAZENECA PLC F 0.0%
Value ($000) $6 Shares 74 Est. Cost $67.76 Unrealized
FR FIRST INDUSTRIAL RLT 0.0%
Value ($000) $6 Shares 121 Est. Cost $47.59 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $6 Shares 250 Est. Cost $31.21 Unrealized -21.7%
CNC CENTENE CORP 0.0%
Value ($000) $6 Shares 85 Est. Cost $66.53 Unrealized +9.3%
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $6 Shares 452 Est. Cost $10.72 Unrealized
TCEHY TENCENT HOLDINGS F 0.0%
Value ($000) $6 Shares 117 Est. Cost $38.72 Unrealized
REM ISHARES MORTGAGE REAL 0.0%
Value ($000) $5 Shares 247 Est. Cost $22.34 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $5 Shares 310 Est. Cost $19.23 Unrealized -5.5%
COR CENCORA INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $180.98 Unrealized +26.3%
CIBR FIRST TRUST NASDAQ 0.0%
Value ($000) $5 Shares 90 Est. Cost $56.39 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $90.39 Unrealized -0.7%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $130.10 Unrealized +2.2%
VNQI VANGUARD GLBAL EX US 0.0%
Value ($000) $5 Shares 121 Est. Cost $38.93 Unrealized
IBIT ISHARES BITCOIN ETF 0.0%
Value ($000) $5 Shares 143 Est. Cost $38.57 Unrealized
BNDX VANGUARD TOTAL INTERNATL 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.19 Unrealized
IWS ISHARES RUSSELL MID CAP 0.0%
Value ($000) $5 Shares 40 Est. Cost $104.35 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $55.30 Unrealized +23.9%
TEVA TEVA PHARMACEUTICAL IN F 0.0%
Value ($000) $5 Shares 284 Est. Cost $14.11 Unrealized
CPKF CHESAPEAKE FINL SHS 0.0%
Value ($000) $5 Shares 272 Est. Cost $17.81 Unrealized -7.5%
L LOEWS CORP 0.0%
Value ($000) $5 Shares 61 Est. Cost $61.86 Unrealized +21.9%
GABELLI MULTIMEDIA CF 0.0%
Value ($000) $4 Shares 834 Est. Cost $5.89 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $4 Shares 46 Est. Cost $82.19 Unrealized +14.0%
JCI JOHNSON CONTROLS INTER F 0.0%
Value ($000) $4 Shares 66 Est. Cost $59.18 Unrealized +11.2%
WESTERN ASST HIGH INCM I 0.0%
Value ($000) $4 Shares 1,007 Est. Cost $4.46 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $66.38 Unrealized +38.3%
CHKP CHECK PT SOFTWARE F 0.0%
Value ($000) $4 Shares 26 Est. Cost $131.35 Unrealized +18.7%
ESLOY ESSILOR INTL S A F 0.0%
Value ($000) $4 Shares 39 Est. Cost $113.36 Unrealized
FXH FIRST TRUST HEALTH CARE 0.0%
Value ($000) $4 Shares 40 Est. Cost $109.60 Unrealized
VABK VIRGINIA NATL BANKSH 0.0%
Value ($000) $4 Shares 126 Est. Cost $34.15 Unrealized -14.7%
FDN FIRST TRUST INTERNET 0.0%
Value ($000) $4 Shares 20 Est. Cost $161.82 Unrealized
TSM TAIWAN SEMICONDUCTR F 0.0%
Value ($000) $4 Shares 23 Est. Cost $136.04 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 1 Est. Cost $2979.20 Unrealized +22.7%
VTR VENTAS INC 0.0%
Value ($000) $4 Shares 74 Est. Cost $41.54 Unrealized +7.1%
OXY/WS OCCIDENTAL PETROL 27 WTS 0.0%
Value ($000) $4 Shares 92 Est. Cost $43.25 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $4 Shares 152 Est. Cost $23.81 Unrealized
XLRE REAL ESTATE SELECT SCTR 0.0%
Value ($000) $4 Shares 98 Est. Cost $48.03 Unrealized
KEY KEYCORP INC 0.0%
Value ($000) $4 Shares 262 Est. Cost $9.75 Unrealized +37.5%
RSPT INVSC SP 500 EQUAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.15 Unrealized
APA APA CORP 0.0%
Value ($000) $4 Shares 124 Est. Cost $37.53 Unrealized -23.2%
BUD ANHEUSER BUSCH INBEV S F 0.0%
Value ($000) $4 Shares 62 Est. Cost $60.50 Unrealized
IDEXY INDUSTRIA DE DISENO TE F 0.0%
Value ($000) $4 Shares 145 Est. Cost $25.20 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $4 Shares 103 Est. Cost $48.94 Unrealized -28.7%
FTV FORTIVE CORP DISC 0.0%
Value ($000) $4 Shares 48 Est. Cost $56.92 Unrealized +1.2%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $55.67 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.29 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.0%
Value ($000) $3 Shares 21 Est. Cost $146.41 Unrealized +9.9%
TOTALENERGIES SE F 0.0%
Value ($000) $3 Shares 51 Est. Cost $68.82 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $3 Shares 271 Est. Cost $16.94 Unrealized -33.4%
SBIO ALPS MEDICAL 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.22 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $111.55 Unrealized +13.4%
GVDNY GIVAUDAN SA F 0.0%
Value ($000) $3 Shares 35 Est. Cost $89.23 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $125.57 Unrealized +6.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1636.68 Unrealized -3.5%
RELX RELX PLC F 0.0%
Value ($000) $3 Shares 71 Est. Cost $43.30 Unrealized
SHECY SHIN ETSU CHEMICAL CO F 0.0%
Value ($000) $3 Shares 161 Est. Cost $21.87 Unrealized
USRT ISHARES CORE US REIT 0.0%
Value ($000) $3 Shares 58 Est. Cost $47.17 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $285.15 Unrealized -7.2%
ADRNY KONINKLIJKE AHOLD NV F 0.0%
Value ($000) $3 Shares 104 Est. Cost $30.08 Unrealized
TFII T F I INTERNTNL INC 0 F 0.0%
Value ($000) $3 Shares 21 Est. Cost $143.03 Unrealized -1.3%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $3 Shares 73 Est. Cost $52.53 Unrealized -15.6%
LRLCY L OREAL S A F 0.0%
Value ($000) $3 Shares 34 Est. Cost $94.79 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $184.26 Unrealized +12.7%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 141 Est. Cost $18.55 Unrealized +0.6%
TOELY TOKYO ELECTRON LTD F 0.0%
Value ($000) $3 Shares 26 Est. Cost $129.92 Unrealized
EADSY AIRBUS GROUP F 0.0%
Value ($000) $3 Shares 83 Est. Cost $46.15 Unrealized
FTRE FORTREA HOLDINGS INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $29.59 Unrealized +4.9%
ASRV AMERISERV FINL 0.0%
Value ($000) $3 Shares 1,209 Est. Cost $2.62 Unrealized -12.3%
QUAL ISHARES MSCI USA QLTY 0.0%
Value ($000) $3 Shares 16 Est. Cost $131.81 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $33.47 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $96.60 Unrealized -15.0%
BRBS BLUE RIDGE BANKSHARE 0.0%
Value ($000) $3 Shares 1,013 Est. Cost $7.44 Unrealized -64.5%
TTDKY T D K CORP F 0.0%
Value ($000) $3 Shares 42 Est. Cost $49.14 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $44.54 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $447.53 Unrealized +46.4%
HESAY HERMES INTERNTNL SCA F 0.0%
Value ($000) $3 Shares 11 Est. Cost $256.45 Unrealized
HTHIY HITACHI LTD F 0.0%
Value ($000) $2 Shares 11 Est. Cost $182.27 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $2 Shares 202 Est. Cost $13.18 Unrealized
ENSTAR GROUP LTD F 0.0%
Value ($000) $2 Shares 8 Est. Cost $242.00 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.0%
Value ($000) $2 Shares 64 Est. Cost $35.59 Unrealized
AIQUY AIR LIQUIDE F 0.0%
Value ($000) $2 Shares 69 Est. Cost $41.11 Unrealized
ITOCY ITOCHU CORP F 0.0%
Value ($000) $2 Shares 24 Est. Cost $85.54 Unrealized
CGEMY CAPGEMINI S E F 0.0%
Value ($000) $2 Shares 58 Est. Cost $46.10 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 56 Est. Cost $38.12 Unrealized -1.0%
IEX IDEX CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $210.26 Unrealized +1.5%
PEG PUB SVC ENTERPISE GP 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.58 Unrealized +17.1%
TG TREDEGAR CORP 0.0%
Value ($000) $2 Shares 456 Est. Cost $5.83 Unrealized -0.0%
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $2 Shares 8 Est. Cost $41.57 Unrealized +25.9%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.88 Unrealized -13.1%
ALLE ALLEGION PUBLIC LTD F 0.0%
Value ($000) $2 Shares 18 Est. Cost $109.30 Unrealized +10.7%
IYR ISHARES US REAL ESTATE 0.0%
Value ($000) $2 Shares 24 Est. Cost $78.13 Unrealized
DBSDY DBS GROUP HOLDINGS LIM F 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.51 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $2 Shares 67 Est. Cost $55.95 Unrealized -34.6%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 190 Est. Cost $9.56 Unrealized +7.2%
LONDON STOCK EXCHANGE F 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.42 Unrealized
FIZZ NTNL BEVERAGE CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $47.07 Unrealized -6.7%
LIT GLOBAL X LITHIUM BATTERY 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.74 Unrealized
SNY SANOFI S A F 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.64 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $177.30 Unrealized +28.1%
CCL CARNIVAL CORP F 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.57 Unrealized -6.7%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $210.13 Unrealized +6.9%
EPIROC AKTIEBOLAG F 0.0%
Value ($000) $2 Shares 92 Est. Cost $18.84 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $103.72 Unrealized
BABA ALIBABA GROUP HLDG LTD F 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.75 Unrealized
LMBS FRST TRT LOW DRTN 0.0%
Value ($000) $2 Shares 37 Est. Cost $47.24 Unrealized
VOD VODAFONE GROUP F 0.0%
Value ($000) $2 Shares 198 Est. Cost $9.48 Unrealized
SAUHY STRAUMANN HOLDING AG F 0.0%
Value ($000) $2 Shares 141 Est. Cost $15.89 Unrealized
THE ODP CORP 0.0%
Value ($000) $2 Shares 44 Est. Cost $46.16 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.01 Unrealized +26.4%
ADDYY ADIDAS AG F 0.0%
Value ($000) $2 Shares 14 Est. Cost $112.07 Unrealized
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $2 Shares 29 Est. Cost $52.67 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $228.57 Unrealized +20.8%
HLN HALEON PLC F 0.0%
Value ($000) $2 Shares 198 Est. Cost $8.33 Unrealized
HESS CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $153.00 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $2 Shares 37 Est. Cost $33.61 Unrealized +13.3%
MBC MASTERBRAND INC 0.0%
Value ($000) $2 Shares 108 Est. Cost $12.26 Unrealized +35.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $173.25 Unrealized +24.1%
STM STMICROELECTRONICS NV F 0.0%
Value ($000) $1 Shares 38 Est. Cost $43.24 Unrealized
CRON CRONOS GROUP INC F 0.0%
Value ($000) $1 Shares 640 Est. Cost $1.95 Unrealized +31.9%
BWX SPDR BLOOMBG INTL TRY BD 0.0%
Value ($000) $1 Shares 66 Est. Cost $22.24 Unrealized
WEC W E C ENERGY GROUP INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $75.82 Unrealized +1.3%
GEN GEN DIGITAL INC 0.0%
Value ($000) $1 Shares 56 Est. Cost $18.62 Unrealized +19.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $117.75 Unrealized +6.4%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $1 Shares 51 Est. Cost $21.39 Unrealized +14.0%
KYCCF KEYENCE CORP ORDF 0.0%
Value ($000) $1 Shares 3 Est. Cost $457.21 Unrealized -3.1%
TORTOISE ENERGY INFRASTR 0.0%
Value ($000) $1 Shares 37 Est. Cost $28.89 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $1 Shares 103 Est. Cost $17.02 Unrealized -26.0%
RWX SPDR DOW JONES INTER 0.0%
Value ($000) $1 Shares 53 Est. Cost $26.09 Unrealized
ENGIY ENGIE S A F 0.0%
Value ($000) $1 Shares 89 Est. Cost $16.82 Unrealized
JETS US GLOBAL JETS ETF 0.0%
Value ($000) $1 Shares 64 Est. Cost $17.03 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $48.95 Unrealized +12.9%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.00 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.82 Unrealized -28.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 93 Est. Cost $16.78 Unrealized -37.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.68 Unrealized -10.7%
RCRUY RECRUIT CO., LTD. F 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.76 Unrealized
DSDVY DSV A/S F 0.0%
Value ($000) $1 Shares 16 Est. Cost $81.19 Unrealized
LYV LIVE NATION ENTRTMNT 0.0%
Value ($000) $1 Shares 13 Est. Cost $87.14 Unrealized +8.5%
ACLLY ACCELLERON INDS AG F 0.0%
Value ($000) $1 Shares 31 Est. Cost $25.81 Unrealized
AMADY AMADEUS IT GROUP S A F 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.11 Unrealized
ENR ENERGIZER HOLDINGS INC N 0.0%
Value ($000) $1 Shares 39 Est. Cost $30.54 Unrealized -13.3%
AXAHY AXA SA F 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.74 Unrealized
DNBBY DNB BANK ASA F 0.0%
Value ($000) $1 Shares 58 Est. Cost $20.00 Unrealized
PKG PACKAGING CORP OF AM 0.0%
Value ($000) $1 Shares 6 Est. Cost $136.75 Unrealized +27.5%
GNW GENWORTH FINL 0.0%
Value ($000) $1 Shares 179 Est. Cost $5.77 Unrealized +7.7%
CMS C M S ENERGY CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.74 Unrealized +7.2%
SHOP SHOPIFY INC F 0.0%
Value ($000) $1 Shares 16 Est. Cost $79.00 Unrealized -16.0%
DXC D X C TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 53 Est. Cost $22.95 Unrealized -18.2%
AAGIY AIA GROUP LTD F 0.0%
Value ($000) $1 Shares 36 Est. Cost $26.89 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.05 Unrealized -4.2%
HDB HDFC BANK LIMITED F 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.00 Unrealized
NRILY NOMURA RESEARCH IND F 0.0%
Value ($000) $1 Shares 34 Est. Cost $28.21 Unrealized
FCPT FOUR CORNERS PROPERTY TR 0.0%
Value ($000) $1 Shares 39 Est. Cost $22.18 Unrealized
SMECF SMC CORP ORDF 0.0%
Value ($000) $1 Shares 2 Est. Cost $549.10 Unrealized -8.0%
ASAZY ASSA ABLOY AB F 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.35 Unrealized
LVMUY LVMH MOET HENNESSY LOU F 0.0%
Value ($000) $1 Shares 6 Est. Cost $158.29 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.71 Unrealized +4.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $16.82 Unrealized +23.0%
VCIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $1 Shares 11 Est. Cost $76.00 Unrealized
GMAB GENMAB A/S F 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.90 Unrealized
IUSB ISHARES CORE TOTAL USD 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.71 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.81 Unrealized +30.9%
CRH CRH PUBLIC LIMITED CO F 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.71 Unrealized +4.9%
CFRUY COMPAGNIE FINANCIERE R F 0.0%
Value ($000) $1 Shares 48 Est. Cost $15.25 Unrealized
FJTSY FUJITSU LIMITED F 0.0%
Value ($000) $1 Shares 44 Est. Cost $24.40 Unrealized
NTTYY NIPPON TELEG&TELEPH F 0.0%
Value ($000) $1 Shares 29 Est. Cost $29.79 Unrealized
CGC CANOPY GROWTH CORP F 0.0%
Value ($000) $1 Shares 104 Est. Cost $4.32 Unrealized +99.3%
RUN SUNRUN INC. 0.0%
Value ($000) $1 Shares 55 Est. Cost $16.44 Unrealized -25.5%
SCHH CHARLES SCHWAB US REIT 0.0%
Value ($000) $1 Shares 32 Est. Cost $17.75 Unrealized
MTUAY MTU AERO ENGINES HOLDI F 0.0%
Value ($000) $1 Shares 5 Est. Cost $127.00 Unrealized
PDBC INVSC ACTVLY MNG OPTM YD 0.0%
Value ($000) $1 Shares 45 Est. Cost $14.96 Unrealized
VILLAGE BK & TR FINL 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.54 Unrealized
IBDRY IBERDROLA S A F 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.82 Unrealized
DANOY DANONE F 0.0%
Value ($000) $1 Shares 46 Est. Cost $12.96 Unrealized
DSNKY DAIICHI SANKYO CO F 0.0%
Value ($000) $1 Shares 16 Est. Cost $31.81 Unrealized
SXYAY SIKA AG F 0.0%
Value ($000) $1 Shares 19 Est. Cost $30.00 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.0%
Value ($000) $1 Shares 6 Est. Cost $89.59 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $9.41 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 27 Est. Cost $11.84 Unrealized +28.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.28 Unrealized +173.0%
NCLTY NITORI HLDGS CO LTD F 0.0%
Value ($000) $0 Shares 41 Est. Cost $15.15 Unrealized
NSRGY NESTLE S A F 0.0%
Value ($000) $0 Shares 4 Est. Cost $111.32 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $0 Shares 7 Est. Cost $64.97 Unrealized -2.3%
DASTY DASSAULT SYSTEM S A F 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.30 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.80 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $7.11 Unrealized -49.6%
KKPNY ROYAL KPN NV F 0.0%
Value ($000) $0 Shares 93 Est. Cost $3.71 Unrealized
UNICY UNICHARM CORP F 0.0%
Value ($000) $0 Shares 54 Est. Cost $6.35 Unrealized
TRST TRUSTCO BANK CORP N Y 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.82 Unrealized -1.0%
BHP BHP GROUP LTD F 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.01 Unrealized
IIPR INNOVATIVE INDUSTRIAL PR 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.71 Unrealized
TRUMY TERUMO CORP F 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.57 Unrealized
SCHF SCHWAB INTERNATIONAL 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.00 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.06 Unrealized +10.7%
AMX AMERICA MOVIL SAB F 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.66 Unrealized
NTES NETEASE INC F 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.33 Unrealized
ONC BEIGENE LTD F 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.50 Unrealized
XAR SPDR S&P AEROSPACE 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.10 Unrealized
BMRRY B&M EUROPEAN VALUE F 0.0%
Value ($000) $0 Shares 11 Est. Cost $27.64 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $0 Shares 19 Est. Cost $22.24 Unrealized
BHF BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.69 Unrealized -7.2%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $32.55 Unrealized -26.9%
GTX GARRETT MOTION INC F 0.0%
Value ($000) $0 Shares 20 Est. Cost $7.70 Unrealized +20.0%
SCHE SCHWAB EMERGING MARKETS 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.00 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.09 Unrealized +76.5%
LILAK LIBERTY LATIN AMER F 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.48 Unrealized -3.3%
NLOP NET LEASE OFFICE PPTYS 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.80 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $13.77 Unrealized -26.7%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.75 Unrealized -6.5%
FNDC SCHWAB FUNDTL INTRNL SML 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.00 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $10.45 Unrealized +37.3%
ADNT ADIENT PLC F 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.86 Unrealized -28.8%
HKXCY HONG KONG EXC & CLR F 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.00 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 46 Est. Cost $0.59 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $1.69 Unrealized -25.1%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.20 Unrealized
SCHC SCHWAB INTERNATNAL SMALL 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.00 Unrealized
USHY ISHARES BROAD USD HG YLD 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.00 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.73 Unrealized
NIKOLA CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.33 Unrealized
ACB AURORA CANNABIS INC F 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized +63.6%
NUVEEN AMT FREE MUNICIPA 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.00 Unrealized
KGJI KINGOLD JEWELRY INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $0.00 Unrealized 0.0%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.28 Unrealized -88.7%