Strategic Blueprint, LLC Diversified Active

CIK: 0001767821 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $1,471,878 (100.0% shares, 0.0% debt)

Holdings (612)

VTV VANGUARD VALUE ETF 3.9%
Value ($000) $57,883 Shares 360,842 Est. Cost $144.17 Unrealized
VUG VANGUARD GROWTH ETF 3.0%
Value ($000) $44,665 Shares 119,421 Est. Cost $284.56 Unrealized
AVUS AVANTIS U.S. EQUITY ETF 2.5%
Value ($000) $37,008 Shares 410,329 Est. Cost $72.75 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.3%
Value ($000) $33,209 Shares 194,475 Est. Cost $128.02 Unrealized
AAPL APPLE INC COM 2.2%
Value ($000) $32,930 Shares 156,350 Est. Cost $120.02 Unrealized +54.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 2.2%
Value ($000) $32,878 Shares 326,041 Est. Cost $77.84 Unrealized
NVDA NVIDIA CORPORATION COM 2.0%
Value ($000) $29,343 Shares 237,517 Est. Cost $94.05 Unrealized +7.5%
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $28,844 Shares 57,672 Est. Cost $401.14 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.9%
Value ($000) $28,337 Shares 626,644 Est. Cost $46.40 Unrealized
MSFT MICROSOFT CORP COM 1.7%
Value ($000) $25,288 Shares 56,580 Est. Cost $208.12 Unrealized +100.5%
VT VANGUARD TOTAL WORLD STOCK ETF 1.5%
Value ($000) $21,434 Shares 190,308 Est. Cost $98.17 Unrealized
AMZN AMAZON COM INC COM 1.4%
Value ($000) $19,874 Shares 102,839 Est. Cost $126.55 Unrealized +45.2%
SPYM SPDR PORTFOLIO S&P 500 ETF 1.3%
Value ($000) $19,446 Shares 303,845 Est. Cost $41.22 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 1.3%
Value ($000) $19,275 Shares 306,738 Est. Cost $51.91 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.3%
Value ($000) $18,419 Shares 180,050 Est. Cost $95.81 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 1.2%
Value ($000) $17,082 Shares 363,912 Est. Cost $45.05 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $15,840 Shares 29,106 Est. Cost $362.84 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 1.1%
Value ($000) $15,690 Shares 252,012 Est. Cost $56.41 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.9%
Value ($000) $13,867 Shares 234,241 Est. Cost $55.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $13,413 Shares 73,638 Est. Cost $112.76 Unrealized +48.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.8%
Value ($000) $12,153 Shares 156,289 Est. Cost $74.15 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.8%
Value ($000) $11,754 Shares 78,101 Est. Cost $103.77 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.8%
Value ($000) $11,633 Shares 360,703 Est. Cost $23.55 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.8%
Value ($000) $11,552 Shares 217,790 Est. Cost $50.56 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.8%
Value ($000) $11,498 Shares 348,415 Est. Cost $24.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $11,392 Shares 28,003 Est. Cost $300.75 Unrealized +35.9%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.8%
Value ($000) $11,117 Shares 75,394 Est. Cost $114.46 Unrealized
LLY ELI LILLY & CO COM 0.7%
Value ($000) $10,888 Shares 12,026 Est. Cost $326.40 Unrealized +142.3%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $10,471 Shares 19,135 Est. Cost $415.51 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.7%
Value ($000) $10,391 Shares 460,411 Est. Cost $23.68 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.7%
Value ($000) $9,906 Shares 80,348 Est. Cost $108.98 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $9,680 Shares 58,697 Est. Cost $130.61 Unrealized +20.4%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.7%
Value ($000) $9,629 Shares 107,327 Est. Cost $76.98 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $9,570 Shares 83,133 Est. Cost $78.80 Unrealized +39.7%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.6%
Value ($000) $9,255 Shares 203,849 Est. Cost $46.13 Unrealized
JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF 0.6%
Value ($000) $9,118 Shares 273,727 Est. Cost $27.97 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.6%
Value ($000) $9,108 Shares 314,924 Est. Cost $27.70 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.6%
Value ($000) $9,019 Shares 75,588 Est. Cost $79.79 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.6%
Value ($000) $8,888 Shares 249,987 Est. Cost $32.51 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.6%
Value ($000) $8,378 Shares 167,200 Est. Cost $49.79 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.6%
Value ($000) $8,259 Shares 89,991 Est. Cost $99.71 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.6%
Value ($000) $8,251 Shares 45,200 Est. Cost $144.19 Unrealized
WMT WALMART INC COM 0.6%
Value ($000) $8,230 Shares 121,548 Est. Cost $52.08 Unrealized +19.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $8,211 Shares 17,139 Est. Cost $328.68 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.5%
Value ($000) $8,078 Shares 32,755 Est. Cost $305.67 Unrealized
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.5%
Value ($000) $7,988 Shares 248,085 Est. Cost $29.85 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.5%
Value ($000) $7,629 Shares 78,661 Est. Cost $86.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $7,399 Shares 138,213 Est. Cost $50.36 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.5%
Value ($000) $7,195 Shares 78,393 Est. Cost $91.78 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.5%
Value ($000) $7,166 Shares 110,329 Est. Cost $58.63 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.5%
Value ($000) $7,065 Shares 34,930 Est. Cost $121.84 Unrealized +55.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $6,789 Shares 63,715 Est. Cost $108.46 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.4%
Value ($000) $6,468 Shares 127,114 Est. Cost $50.63 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $6,275 Shares 18,511 Est. Cost $105.00 Unrealized +42.4%
V VISA INC COM CL A 0.4%
Value ($000) $6,019 Shares 22,931 Est. Cost $206.45 Unrealized +31.2%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.4%
Value ($000) $5,995 Shares 161,546 Est. Cost $30.43 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $5,973 Shares 64,550 Est. Cost $80.98 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $5,954 Shares 48,093 Est. Cost $86.09 Unrealized +41.4%
MGC VANGUARD MEGA CAP ETF 0.4%
Value ($000) $5,939 Shares 30,105 Est. Cost $162.05 Unrealized
CRM SALESFORCE INC COM 0.4%
Value ($000) $5,828 Shares 22,667 Est. Cost $210.95 Unrealized +25.5%
AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 0.4%
Value ($000) $5,723 Shares 123,965 Est. Cost $47.32 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.4%
Value ($000) $5,693 Shares 90,875 Est. Cost $61.58 Unrealized +0.9%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.4%
Value ($000) $5,669 Shares 236,400 Est. Cost $23.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $5,564 Shares 127,149 Est. Cost $40.93 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.4%
Value ($000) $5,564 Shares 47,122 Est. Cost $82.88 Unrealized +33.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.4%
Value ($000) $5,495 Shares 115,832 Est. Cost $39.11 Unrealized +24.8%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.4%
Value ($000) $5,484 Shares 236,172 Est. Cost $23.25 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $5,445 Shares 25,326 Est. Cost $175.72 Unrealized
BINC BLACKROCK FLEXIBLE INCOME ETF 0.4%
Value ($000) $5,435 Shares 104,126 Est. Cost $52.41 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value ($000) $5,434 Shares 50,951 Est. Cost $96.37 Unrealized
KKR KKR & CO INC COM 0.4%
Value ($000) $5,191 Shares 49,330 Est. Cost $59.17 Unrealized +70.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $5,178 Shares 61,613 Est. Cost $74.93 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $5,149 Shares 10,212 Est. Cost $315.50 Unrealized +53.2%
TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025 0.3%
Value ($000) $5,077 Shares 189,581 Est. Cost $25.28 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $5,012 Shares 128,355 Est. Cost $35.89 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $4,884 Shares 8,471 Est. Cost $360.90 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.3%
Value ($000) $4,836 Shares 47,052 Est. Cost $93.47 Unrealized
CCOR CORE ALTERNATIVE ETF 0.3%
Value ($000) $4,833 Shares 193,945 Est. Cost $29.73 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.3%
Value ($000) $4,651 Shares 26,602 Est. Cost $130.07 Unrealized +22.4%
AVRE AVANTIS REAL ESTATE ETF 0.3%
Value ($000) $4,635 Shares 112,447 Est. Cost $46.42 Unrealized
AUGT ALLIANZIM U.S. LARGE CAP BUFFER10 AUG ETF 0.3%
Value ($000) $4,629 Shares 159,268 Est. Cost $25.97 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $4,610 Shares 81,337 Est. Cost $54.95 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.3%
Value ($000) $4,452 Shares 59,236 Est. Cost $65.69 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $4,373 Shares 38,234 Est. Cost $62.93 Unrealized +83.4%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $4,333 Shares 4,123 Est. Cost $583.52 Unrealized +65.2%
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.3%
Value ($000) $4,314 Shares 21,587 Est. Cost $129.72 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $4,291 Shares 88,296 Est. Cost $38.40 Unrealized +28.4%
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.3%
Value ($000) $4,258 Shares 157,464 Est. Cost $24.80 Unrealized
AUGW ALLIANZIM U.S. LARGE CAP BUFFER20 AUG ETF 0.3%
Value ($000) $4,035 Shares 144,565 Est. Cost $25.85 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.3%
Value ($000) $4,034 Shares 223,371 Est. Cost $15.46 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $3,902 Shares 4,591 Est. Cost $449.94 Unrealized +72.0%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.3%
Value ($000) $3,853 Shares 28,273 Est. Cost $112.75 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $3,784 Shares 13,041 Est. Cost $209.90 Unrealized +35.3%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $3,618 Shares 64,130 Est. Cost $46.60 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $3,611 Shares 41,555 Est. Cost $136.12 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $3,588 Shares 22,940 Est. Cost $107.36 Unrealized +38.2%
AVIG AVANTIS CORE FIXED INCOME ETF 0.2%
Value ($000) $3,553 Shares 87,122 Est. Cost $44.50 Unrealized
SCHP SCHWAB US TIPS ETF 0.2%
Value ($000) $3,548 Shares 68,213 Est. Cost $51.85 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $3,404 Shares 11,441 Est. Cost $241.46 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,392 Shares 9,855 Est. Cost $281.76 Unrealized +16.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $3,320 Shares 12,411 Est. Cost $214.52 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.2%
Value ($000) $3,293 Shares 73,287 Est. Cost $45.50 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.2%
Value ($000) $3,255 Shares 110,563 Est. Cost $21.56 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $3,157 Shares 57,661 Est. Cost $47.40 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $3,090 Shares 38,565 Est. Cost $71.38 Unrealized
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.2%
Value ($000) $3,007 Shares 50,580 Est. Cost $52.77 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $2,991 Shares 48,961 Est. Cost $55.42 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.2%
Value ($000) $2,964 Shares 130,838 Est. Cost $22.76 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $2,941 Shares 50,264 Est. Cost $85.60 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.2%
Value ($000) $2,936 Shares 70,770 Est. Cost $38.40 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,931 Shares 13,442 Est. Cost $182.45 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $2,843 Shares 14,368 Est. Cost $227.86 Unrealized -23.3%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $2,738 Shares 14,927 Est. Cost $118.05 Unrealized +43.1%
PEP PEPSICO INC COM 0.2%
Value ($000) $2,737 Shares 16,595 Est. Cost $134.35 Unrealized +20.8%
DECT ALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF 0.2%
Value ($000) $2,689 Shares 86,598 Est. Cost $28.63 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $2,634 Shares 18,023 Est. Cost $136.73 Unrealized +3.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $2,621 Shares 29,620 Est. Cost $87.94 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.2%
Value ($000) $2,585 Shares 74,923 Est. Cost $28.38 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.2%
Value ($000) $2,570 Shares 66,152 Est. Cost $30.60 Unrealized
APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF 0.2%
Value ($000) $2,523 Shares 81,062 Est. Cost $27.11 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,516 Shares 10,069 Est. Cost $241.37 Unrealized +3.7%
AVGO BROADCOM INC COM 0.2%
Value ($000) $2,505 Shares 1,560 Est. Cost $74.73 Unrealized +84.2%
VRT VERTIV HOLDINGS CO COM CL A 0.2%
Value ($000) $2,489 Shares 28,754 Est. Cost $90.84 Unrealized 0.0%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.2%
Value ($000) $2,482 Shares 69,668 Est. Cost $31.43 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $2,469 Shares 29,407 Est. Cost $68.86 Unrealized
MAYW ALLIANZIM U.S. LARGE CAP BUFFER20 MAY ETF 0.2%
Value ($000) $2,357 Shares 80,804 Est. Cost $26.21 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $2,354 Shares 57,761 Est. Cost $39.17 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.2%
Value ($000) $2,318 Shares 48,656 Est. Cost $41.60 Unrealized
UAPR INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL 0.2%
Value ($000) $2,313 Shares 79,657 Est. Cost $26.37 Unrealized
FIW FIRST TRUST WATER ETF 0.2%
Value ($000) $2,312 Shares 23,129 Est. Cost $79.66 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.1%
Value ($000) $2,196 Shares 61,951 Est. Cost $31.58 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $2,183 Shares 54,265 Est. Cost $35.21 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,173 Shares 14,907 Est. Cost $130.99 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $2,146 Shares 21,416 Est. Cost $84.21 Unrealized +11.9%
AVMU AVANTIS CORE MUNICIPAL FIXED INCOME ETF 0.1%
Value ($000) $2,142 Shares 46,435 Est. Cost $46.35 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $2,117 Shares 9,601 Est. Cost $194.89 Unrealized +13.6%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $2,093 Shares 7,919 Est. Cost $220.51 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $2,082 Shares 45,688 Est. Cost $48.50 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $2,046 Shares 23,317 Est. Cost $79.26 Unrealized +4.2%
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $2,037 Shares 103,241 Est. Cost $8.75 Unrealized +74.5%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $2,037 Shares 4,000 Est. Cost $458.96 Unrealized +3.1%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.1%
Value ($000) $2,035 Shares 35,576 Est. Cost $53.07 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,983 Shares 9,285 Est. Cost $167.33 Unrealized +9.8%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,944 Shares 11,336 Est. Cost $98.52 Unrealized +59.5%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $1,937 Shares 70,582 Est. Cost $24.72 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $1,933 Shares 45,883 Est. Cost $34.86 Unrealized
DDEC FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER 0.1%
Value ($000) $1,923 Shares 49,944 Est. Cost $31.91 Unrealized
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.1%
Value ($000) $1,909 Shares 39,159 Est. Cost $45.43 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.1%
Value ($000) $1,902 Shares 42,171 Est. Cost $36.89 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $1,900 Shares 43,093 Est. Cost $43.66 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $1,894 Shares 38,826 Est. Cost $39.37 Unrealized +14.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,892 Shares 8,365 Est. Cost $149.34 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $1,886 Shares 54,427 Est. Cost $29.11 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,869 Shares 5,980 Est. Cost $222.65 Unrealized +25.4%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,863 Shares 2,761 Est. Cost $45.05 Unrealized +38.6%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,858 Shares 6,226 Est. Cost $226.22 Unrealized +34.9%
FEBW ALLIANZIM U.S. LARGE CAP BUFFER20 FEB ETF 0.1%
Value ($000) $1,846 Shares 62,293 Est. Cost $27.09 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1,840 Shares 45,239 Est. Cost $33.51 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $1,834 Shares 16,315 Est. Cost $62.57 Unrealized
VFQY VANGUARD U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $1,819 Shares 13,564 Est. Cost $100.60 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $1,800 Shares 46,048 Est. Cost $39.08 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,780 Shares 9,780 Est. Cost $186.82 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,778 Shares 17,309 Est. Cost $115.54 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $1,764 Shares 36,652 Est. Cost $48.21 Unrealized
BLES INSPIRE GLOBAL HOPE ETF 0.1%
Value ($000) $1,761 Shares 48,222 Est. Cost $33.70 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.1%
Value ($000) $1,730 Shares 10,571 Est. Cost $116.62 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $1,707 Shares 18,591 Est. Cost $98.59 Unrealized
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.1%
Value ($000) $1,672 Shares 49,680 Est. Cost $28.14 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,668 Shares 3,780 Est. Cost $350.05 Unrealized +29.0%
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value ($000) $1,636 Shares 32,909 Est. Cost $49.67 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,634 Shares 32,366 Est. Cost $50.43 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,613 Shares 3,625 Est. Cost $281.36 Unrealized +41.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,582 Shares 38,368 Est. Cost $39.89 Unrealized -8.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $1,581 Shares 13,327 Est. Cost $95.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,576 Shares 9,113 Est. Cost $130.28 Unrealized +27.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $1,569 Shares 15,590 Est. Cost $100.65 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.1%
Value ($000) $1,542 Shares 24,555 Est. Cost $61.71 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $1,538 Shares 4,983 Est. Cost $251.51 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,531 Shares 77,031 Est. Cost $14.05 Unrealized +26.2%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $1,514 Shares 36,466 Est. Cost $40.35 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,490 Shares 23,404 Est. Cost $49.02 Unrealized +20.1%
SIXJ ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF 0.1%
Value ($000) $1,486 Shares 52,314 Est. Cost $24.54 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $1,476 Shares 28,116 Est. Cost $48.86 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,466 Shares 52,389 Est. Cost $32.53 Unrealized -23.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,459 Shares 4,655 Est. Cost $181.82 Unrealized +74.5%
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.1%
Value ($000) $1,455 Shares 47,736 Est. Cost $28.03 Unrealized
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.1%
Value ($000) $1,451 Shares 28,862 Est. Cost $50.20 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $1,451 Shares 12,789 Est. Cost $101.65 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $1,420 Shares 34,203 Est. Cost $25.47 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $1,413 Shares 31,156 Est. Cost $41.67 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,405 Shares 2,529 Est. Cost $494.28 Unrealized -2.0%
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.1%
Value ($000) $1,378 Shares 49,018 Est. Cost $25.68 Unrealized
DECW ALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF 0.1%
Value ($000) $1,367 Shares 46,047 Est. Cost $28.36 Unrealized
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR 0.1%
Value ($000) $1,365 Shares 38,283 Est. Cost $30.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,362 Shares 18,756 Est. Cost $67.07 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.1%
Value ($000) $1,355 Shares 53,939 Est. Cost $24.51 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.1%
Value ($000) $1,347 Shares 20,304 Est. Cost $35.53 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,346 Shares 4,042 Est. Cost $197.69 Unrealized +71.3%
OAEM ONEASCENT EMERGING MARKETS ETF 0.1%
Value ($000) $1,342 Shares 44,158 Est. Cost $27.02 Unrealized
DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 0.1%
Value ($000) $1,341 Shares 32,797 Est. Cost $36.32 Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.1%
Value ($000) $1,334 Shares 54,844 Est. Cost $20.31 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $1,321 Shares 17,031 Est. Cost $56.02 Unrealized +28.1%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,317 Shares 2,819 Est. Cost $316.94 Unrealized +39.3%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $1,315 Shares 27,163 Est. Cost $43.40 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.1%
Value ($000) $1,302 Shares 19,129 Est. Cost $60.40 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,298 Shares 5,095 Est. Cost $231.70 Unrealized +10.1%
AJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2026 0.1%
Value ($000) $1,295 Shares 51,211 Est. Cost $25.28 Unrealized
USEP INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1,288 Shares 38,118 Est. Cost $27.82 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.1%
Value ($000) $1,283 Shares 26,162 Est. Cost $38.85 Unrealized
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 0.1%
Value ($000) $1,280 Shares 37,332 Est. Cost $29.17 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $1,265 Shares 23,211 Est. Cost $50.45 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $1,257 Shares 28,599 Est. Cost $95.15 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $1,227 Shares 25,834 Est. Cost $45.68 Unrealized -0.9%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.1%
Value ($000) $1,211 Shares 32,609 Est. Cost $31.26 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.1%
Value ($000) $1,209 Shares 41,029 Est. Cost $28.28 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.1%
Value ($000) $1,206 Shares 33,022 Est. Cost $29.51 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,206 Shares 5,651 Est. Cost $154.93 Unrealized +30.9%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $1,196 Shares 54,172 Est. Cost $22.17 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.1%
Value ($000) $1,194 Shares 20,100 Est. Cost $45.15 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,185 Shares 2,619 Est. Cost $310.50 Unrealized +36.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,178 Shares 12,137 Est. Cost $100.63 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,174 Shares 11,820 Est. Cost $128.00 Unrealized -17.6%
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 0.1%
Value ($000) $1,162 Shares 33,224 Est. Cost $29.03 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $1,162 Shares 6,774 Est. Cost $96.96 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,161 Shares 13,864 Est. Cost $82.30 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,146 Shares 23,181 Est. Cost $49.88 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,097 Shares 6,288 Est. Cost $145.15 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,088 Shares 2,000 Est. Cost $362.84 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,080 Shares 7,894 Est. Cost $163.15 Unrealized -20.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,078 Shares 15,816 Est. Cost $62.73 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $1,071 Shares 652 Est. Cost $1578.21 Unrealized +0.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,056 Shares 26,546 Est. Cost $32.82 Unrealized +12.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,052 Shares 4,408 Est. Cost $191.84 Unrealized +23.3%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.1%
Value ($000) $1,050 Shares 10,048 Est. Cost $106.56 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $1,041 Shares 6,002 Est. Cost $75.80 Unrealized +136.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,019 Shares 13,192 Est. Cost $74.89 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $1,018 Shares 13,608 Est. Cost $70.17 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,016 Shares 2,597 Est. Cost $311.77 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,011 Shares 6,232 Est. Cost $111.85 Unrealized +43.8%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,009 Shares 2,298 Est. Cost $328.61 Unrealized +31.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $997 Shares 7,839 Est. Cost $118.73 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $993 Shares 932 Est. Cost $612.20 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $979 Shares 7,906 Est. Cost $61.29 Unrealized +92.2%
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.1%
Value ($000) $968 Shares 25,493 Est. Cost $31.77 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.1%
Value ($000) $965 Shares 38,662 Est. Cost $24.41 Unrealized
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.1%
Value ($000) $964 Shares 31,674 Est. Cost $28.54 Unrealized +16.8%
IEV ISHARES EUROPE ETF 0.1%
Value ($000) $958 Shares 17,497 Est. Cost $48.62 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $953 Shares 22,132 Est. Cost $53.31 Unrealized
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.1%
Value ($000) $941 Shares 31,558 Est. Cost $28.48 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $937 Shares 9,247 Est. Cost $82.42 Unrealized +10.8%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $932 Shares 15,127 Est. Cost $53.84 Unrealized
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $927 Shares 18,216 Est. Cost $45.02 Unrealized +6.0%
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.1%
Value ($000) $924 Shares 21,715 Est. Cost $39.70 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $916 Shares 9,421 Est. Cost $89.18 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $909 Shares 8,765 Est. Cost $91.30 Unrealized +13.6%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $904 Shares 20,936 Est. Cost $32.59 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $900 Shares 11,671 Est. Cost $77.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $900 Shares 2,468 Est. Cost $233.21 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $899 Shares 2,347 Est. Cost $190.21 Unrealized +74.8%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $895 Shares 28,498 Est. Cost $30.23 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $891 Shares 9,514 Est. Cost $95.96 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.1%
Value ($000) $889 Shares 25,022 Est. Cost $32.10 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $885 Shares 23,110 Est. Cost $30.57 Unrealized
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $879 Shares 9,472 Est. Cost $77.20 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $873 Shares 4,385 Est. Cost $116.40 Unrealized +56.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $859 Shares 2,830 Est. Cost $299.00 Unrealized +0.1%
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.1%
Value ($000) $858 Shares 24,224 Est. Cost $30.03 Unrealized
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.1%
Value ($000) $856 Shares 32,859 Est. Cost $22.14 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $854 Shares 7,753 Est. Cost $68.74 Unrealized +43.5%
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $853 Shares 10,851 Est. Cost $79.57 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $844 Shares 40,130 Est. Cost $20.60 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $839 Shares 8,079 Est. Cost $76.52 Unrealized
ARKB ARK 21SHARES BITCOIN ETF BEN OF INT 0.1%
Value ($000) $830 Shares 13,837 Est. Cost $68.96 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $824 Shares 5,399 Est. Cost $90.60 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $818 Shares 5,793 Est. Cost $87.91 Unrealized +39.1%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $809 Shares 4,160 Est. Cost $201.94 Unrealized -12.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $807 Shares 8,396 Est. Cost $88.65 Unrealized
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $802 Shares 25,546 Est. Cost $29.41 Unrealized
QARP XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF 0.1%
Value ($000) $802 Shares 16,272 Est. Cost $33.80 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $800 Shares 46,099 Est. Cost $18.52 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $800 Shares 8,192 Est. Cost $64.92 Unrealized +39.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $798 Shares 7,453 Est. Cost $119.39 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.1%
Value ($000) $789 Shares 20,795 Est. Cost $33.12 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $776 Shares 22,118 Est. Cost $31.83 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $775 Shares 3,677 Est. Cost $162.31 Unrealized +23.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $764 Shares 4,648 Est. Cost $143.20 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $761 Shares 20,282 Est. Cost $30.99 Unrealized
MARW ALLIANZIM U.S. LARGE CAP BUFFER20 MAR ETF 0.1%
Value ($000) $756 Shares 25,631 Est. Cost $26.64 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $753 Shares 1,145 Est. Cost $545.30 Unrealized +12.6%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $752 Shares 20,618 Est. Cost $30.76 Unrealized +11.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $751 Shares 15,431 Est. Cost $53.67 Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.1%
Value ($000) $750 Shares 17,967 Est. Cost $41.75 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.1%
Value ($000) $747 Shares 21,621 Est. Cost $31.64 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $742 Shares 6,945 Est. Cost $111.07 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $737 Shares 21,118 Est. Cost $34.88 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $735 Shares 9,979 Est. Cost $66.99 Unrealized +8.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $722 Shares 6,556 Est. Cost $86.59 Unrealized +24.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $721 Shares 6,901 Est. Cost $106.10 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $717 Shares 7,144 Est. Cost $86.58 Unrealized +15.6%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $714 Shares 12,144 Est. Cost $57.97 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $702 Shares 3,845 Est. Cost $167.28 Unrealized
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value ($000) $700 Shares 9,314 Est. Cost $79.44 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $699 Shares 1,264 Est. Cost $518.89 Unrealized +9.8%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $697 Shares 13,797 Est. Cost $50.45 Unrealized
NVBW ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF 0.0%
Value ($000) $697 Shares 23,399 Est. Cost $25.84 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $696 Shares 15,106 Est. Cost $42.58 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $691 Shares 14,828 Est. Cost $36.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $685 Shares 16,496 Est. Cost $49.72 Unrealized -17.5%
T AT&T INC COM 0.0%
Value ($000) $685 Shares 35,830 Est. Cost $15.61 Unrealized +3.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $683 Shares 7,024 Est. Cost $50.06 Unrealized +81.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $682 Shares 21,162 Est. Cost $22.72 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $679 Shares 8,625 Est. Cost $93.82 Unrealized -16.8%
MMM 3M CO COM 0.0%
Value ($000) $675 Shares 6,609 Est. Cost $95.27 Unrealized -1.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $672 Shares 5,043 Est. Cost $35.71 Unrealized +265.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $672 Shares 2,846 Est. Cost $135.25 Unrealized +56.3%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $668 Shares 104,856 Est. Cost $4.69 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $666 Shares 17,295 Est. Cost $32.29 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $663 Shares 2,865 Est. Cost $156.18 Unrealized +45.5%
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $662 Shares 15,929 Est. Cost $38.89 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $661 Shares 6,815 Est. Cost $72.87 Unrealized +22.2%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $659 Shares 10,750 Est. Cost $59.41 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $657 Shares 7,210 Est. Cost $56.94 Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.0%
Value ($000) $655 Shares 18,923 Est. Cost $34.63 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $647 Shares 3,318 Est. Cost $146.57 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $643 Shares 29,806 Est. Cost $21.83 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $637 Shares 587 Est. Cost $60.07 Unrealized +52.2%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $634 Shares 13,873 Est. Cost $44.48 Unrealized
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $623 Shares 20,739 Est. Cost $28.68 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $622 Shares 12,276 Est. Cost $50.60 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $621 Shares 24,983 Est. Cost $24.84 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $617 Shares 25,802 Est. Cost $24.94 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $613 Shares 12,765 Est. Cost $51.21 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $613 Shares 7,874 Est. Cost $35.06 Unrealized +115.4%
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $613 Shares 17,970 Est. Cost $30.65 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $610 Shares 15,693 Est. Cost $38.18 Unrealized -8.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $609 Shares 1,204 Est. Cost $451.82 Unrealized +16.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $609 Shares 3,039 Est. Cost $94.66 Unrealized +113.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $608 Shares 6,112 Est. Cost $98.20 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $607 Shares 2,869 Est. Cost $205.65 Unrealized +10.5%
GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 0.0%
Value ($000) $602 Shares 16,326 Est. Cost $33.44 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $598 Shares 14,159 Est. Cost $42.00 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $594 Shares 1,891 Est. Cost $207.83 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $592 Shares 1,974 Est. Cost $206.99 Unrealized +21.6%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $588 Shares 4,275 Est. Cost $82.96 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $581 Shares 8,623 Est. Cost $45.18 Unrealized +37.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $580 Shares 8,868 Est. Cost $60.26 Unrealized +8.1%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $579 Shares 13,136 Est. Cost $37.99 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $573 Shares 12,150 Est. Cost $47.16 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $570 Shares 2,407 Est. Cost $188.88 Unrealized +25.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $570 Shares 2,354 Est. Cost $197.58 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $556 Shares 5,194 Est. Cost $85.03 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $551 Shares 12,086 Est. Cost $34.47 Unrealized +13.5%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $550 Shares 20,199 Est. Cost $27.22 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $550 Shares 2,709 Est. Cost $186.91 Unrealized
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $547 Shares 12,510 Est. Cost $40.24 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $546 Shares 14,571 Est. Cost $29.77 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $544 Shares 5,295 Est. Cost $80.89 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $543 Shares 3,416 Est. Cost $95.31 Unrealized +65.7%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $541 Shares 7,345 Est. Cost $65.63 Unrealized
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $540 Shares 11,737 Est. Cost $42.56 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $533 Shares 5,175 Est. Cost $56.52 Unrealized +83.4%
BLACKROCK INC COM 0.0%
Value ($000) $530 Shares 673 Est. Cost $798.29 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $530 Shares 5,097 Est. Cost $87.25 Unrealized +18.0%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $529 Shares 2,031 Est. Cost $198.08 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $529 Shares 14,861 Est. Cost $32.10 Unrealized +0.8%
CDW CDW CORP COM 0.0%
Value ($000) $526 Shares 2,349 Est. Cost $156.62 Unrealized +44.7%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $525 Shares 11,295 Est. Cost $45.57 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $520 Shares 12,788 Est. Cost $32.45 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $519 Shares 7,336 Est. Cost $71.76 Unrealized -5.8%
TPIF TIMOTHY PLAN INTERNATIONAL ETF 0.0%
Value ($000) $519 Shares 19,576 Est. Cost $25.21 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $519 Shares 4,256 Est. Cost $112.79 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $517 Shares 2,842 Est. Cost $205.40 Unrealized -13.2%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $515 Shares 23,578 Est. Cost $21.92 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $514 Shares 14,678 Est. Cost $30.36 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $510 Shares 2,944 Est. Cost $168.46 Unrealized -3.0%
AVGE AVANTIS ALL EQUITY MARKETS ETF 0.0%
Value ($000) $507 Shares 7,317 Est. Cost $69.32 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $506 Shares 1,080 Est. Cost $391.61 Unrealized +10.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $503 Shares 1,955 Est. Cost $225.28 Unrealized +10.2%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $499 Shares 3,909 Est. Cost $127.57 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $497 Shares 6,486 Est. Cost $53.85 Unrealized +47.2%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $493 Shares 4,933 Est. Cost $84.85 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $491 Shares 4,136 Est. Cost $103.69 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $490 Shares 5,149 Est. Cost $104.38 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $488 Shares 3,493 Est. Cost $108.65 Unrealized +6.4%
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 0.0%
Value ($000) $487 Shares 12,003 Est. Cost $32.30 Unrealized
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY 0.0%
Value ($000) $484 Shares 12,582 Est. Cost $38.47 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value ($000) $483 Shares 16,080 Est. Cost $29.43 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $481 Shares 6,277 Est. Cost $80.73 Unrealized
UMAY INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY 0.0%
Value ($000) $478 Shares 14,964 Est. Cost $28.08 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $477 Shares 13,200 Est. Cost $27.14 Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value ($000) $470 Shares 15,344 Est. Cost $26.58 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $466 Shares 4,630 Est. Cost $100.71 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $464 Shares 6,381 Est. Cost $39.14 Unrealized +77.6%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $459 Shares 4,437 Est. Cost $84.31 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $459 Shares 1,348 Est. Cost $288.78 Unrealized +15.4%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $457 Shares 13,001 Est. Cost $30.93 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $452 Shares 12,750 Est. Cost $35.57 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $448 Shares 9,192 Est. Cost $41.80 Unrealized
COO COOPER COS INC COM 0.0%
Value ($000) $448 Shares 5,130 Est. Cost $96.61 Unrealized -3.4%
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 0.0%
Value ($000) $448 Shares 18,344 Est. Cost $24.36 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $447 Shares 2,181 Est. Cost $212.01 Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value ($000) $442 Shares 9,436 Est. Cost $45.84 Unrealized
CLOI VANECK CLO ETF 0.0%
Value ($000) $441 Shares 8,336 Est. Cost $52.94 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 0.0%
Value ($000) $440 Shares 18,012 Est. Cost $24.02 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $440 Shares 5,613 Est. Cost $77.23 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $439 Shares 10,505 Est. Cost $34.47 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $436 Shares 18,284 Est. Cost $23.82 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $433 Shares 1,626 Est. Cost $250.98 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $428 Shares 11,146 Est. Cost $35.08 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $428 Shares 10,756 Est. Cost $32.74 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $428 Shares 32,442 Est. Cost $12.31 Unrealized +2.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $423 Shares 4,643 Est. Cost $107.32 Unrealized
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $420 Shares 9,670 Est. Cost $41.98 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $418 Shares 1,820 Est. Cost $219.37 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $417 Shares 7,386 Est. Cost $58.55 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $416 Shares 10,263 Est. Cost $33.61 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $416 Shares 6,302 Est. Cost $48.39 Unrealized +37.1%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $413 Shares 3,516 Est. Cost $106.14 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $406 Shares 5,388 Est. Cost $119.58 Unrealized -25.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $406 Shares 2,334 Est. Cost $142.41 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $403 Shares 3,443 Est. Cost $84.94 Unrealized +25.7%
BIBL INSPIRE 100 ETF 0.0%
Value ($000) $402 Shares 10,584 Est. Cost $31.64 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $398 Shares 893 Est. Cost $311.91 Unrealized +35.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $398 Shares 7,795 Est. Cost $50.54 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $396 Shares 17,041 Est. Cost $23.40 Unrealized
ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $396 Shares 17,025 Est. Cost $23.21 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $396 Shares 1,526 Est. Cost $189.04 Unrealized +29.3%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $395 Shares 119,705 Est. Cost $4.75 Unrealized +4.6%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $392 Shares 2,499 Est. Cost $87.01 Unrealized +76.4%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $391 Shares 3,303 Est. Cost $72.03 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $391 Shares 14,692 Est. Cost $25.00 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $391 Shares 382 Est. Cost $790.34 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $390 Shares 655 Est. Cost $381.24 Unrealized +48.3%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $390 Shares 16,591 Est. Cost $55.01 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $385 Shares 5,705 Est. Cost $65.63 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $384 Shares 2,105 Est. Cost $180.85 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $382 Shares 3,816 Est. Cost $99.71 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $381 Shares 5,434 Est. Cost $63.12 Unrealized +8.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $380 Shares 9,712 Est. Cost $32.37 Unrealized +14.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $378 Shares 4,290 Est. Cost $83.18 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $377 Shares 3,411 Est. Cost $110.38 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $372 Shares 1,265 Est. Cost $298.42 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $371 Shares 1,640 Est. Cost $179.31 Unrealized +25.8%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $368 Shares 8,804 Est. Cost $41.70 Unrealized
BKHY BNY MELLON HIGH YIELD ETF 0.0%
Value ($000) $367 Shares 7,782 Est. Cost $47.39 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $363 Shares 3,299 Est. Cost $66.08 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value ($000) $362 Shares 9,552 Est. Cost $31.25 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $359 Shares 9,408 Est. Cost $24.22 Unrealized +71.4%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $359 Shares 15,803 Est. Cost $23.01 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $357 Shares 3,842 Est. Cost $69.76 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $356 Shares 7,517 Est. Cost $50.25 Unrealized -6.0%
COLUMBIA SELIGM PREM TECH GRW COM 0.0%
Value ($000) $355 Shares 10,650 Est. Cost $30.66 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $354 Shares 10,568 Est. Cost $29.57 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $353 Shares 10,567 Est. Cost $30.89 Unrealized +7.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $353 Shares 4,114 Est. Cost $83.64 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $352 Shares 4,602 Est. Cost $65.19 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $351 Shares 3,607 Est. Cost $68.18 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $349 Shares 1,440 Est. Cost $178.71 Unrealized +31.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $347 Shares 2,459 Est. Cost $97.59 Unrealized +43.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $347 Shares 5,478 Est. Cost $57.28 Unrealized +12.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $346 Shares 4,808 Est. Cost $82.21 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $344 Shares 7,504 Est. Cost $45.21 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $341 Shares 1,431 Est. Cost $227.14 Unrealized 0.0%
JUNM FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE 0.0%
Value ($000) $339 Shares 11,102 Est. Cost $30.55 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $337 Shares 3,766 Est. Cost $72.97 Unrealized +20.3%
MARATHON OIL CORP COM 0.0%
Value ($000) $336 Shares 11,732 Est. Cost $14.71 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $335 Shares 5,556 Est. Cost $62.82 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $335 Shares 3,733 Est. Cost $50.82 Unrealized +50.9%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value ($000) $334 Shares 9,797 Est. Cost $29.11 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $332 Shares 5,489 Est. Cost $69.36 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $331 Shares 588 Est. Cost $533.24 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $328 Shares 4,860 Est. Cost $65.55 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $327 Shares 5,489 Est. Cost $59.99 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $325 Shares 9,174 Est. Cost $42.14 Unrealized
IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $323 Shares 13,987 Est. Cost $23.34 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $322 Shares 2,178 Est. Cost $162.04 Unrealized -8.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $319 Shares 2,839 Est. Cost $111.96 Unrealized -6.7%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $317 Shares 12,789 Est. Cost $24.90 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $316 Shares 6,781 Est. Cost $46.54 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $314 Shares 3,847 Est. Cost $81.60 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $314 Shares 4,597 Est. Cost $71.26 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $313 Shares 24,967 Est. Cost $9.80 Unrealized +13.6%
FISV FISERV INC COM 0.0%
Value ($000) $313 Shares 2,098 Est. Cost $120.45 Unrealized +25.7%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $312 Shares 6,170 Est. Cost $49.39 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $312 Shares 3,892 Est. Cost $72.39 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $310 Shares 4,721 Est. Cost $103.50 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.0%
Value ($000) $310 Shares 9,104 Est. Cost $32.98 Unrealized
JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF 0.0%
Value ($000) $309 Shares 9,263 Est. Cost $32.94 Unrealized
SEPW ALLIANZIM U.S. LARGE CAP BUFFER20 SEP ETF 0.0%
Value ($000) $308 Shares 11,081 Est. Cost $24.49 Unrealized
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.0%
Value ($000) $306 Shares 7,541 Est. Cost $40.58 Unrealized
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $305 Shares 4,701 Est. Cost $57.81 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $303 Shares 4,563 Est. Cost $57.48 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $303 Shares 5,837 Est. Cost $51.87 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $302 Shares 36,761 Est. Cost $11.34 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $300 Shares 3,395 Est. Cost $82.82 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $297 Shares 6,441 Est. Cost $39.61 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $296 Shares 215 Est. Cost $98.56 Unrealized +46.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $294 Shares 4,947 Est. Cost $38.51 Unrealized +47.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $294 Shares 542 Est. Cost $367.20 Unrealized +39.9%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $292 Shares 5,279 Est. Cost $46.53 Unrealized
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND 0.0%
Value ($000) $290 Shares 4,719 Est. Cost $37.26 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $287 Shares 6,975 Est. Cost $41.11 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $285 Shares 7,662 Est. Cost $30.43 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $285 Shares 1,831 Est. Cost $120.71 Unrealized +21.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $284 Shares 7,163 Est. Cost $36.19 Unrealized +4.3%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $283 Shares 1,003 Est. Cost $85.16 Unrealized +70.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $282 Shares 646 Est. Cost $449.71 Unrealized -1.3%
QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND 0.0%
Value ($000) $280 Shares 4,500 Est. Cost $57.25 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $280 Shares 1,244 Est. Cost $226.94 Unrealized +0.7%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.0%
Value ($000) $280 Shares 7,297 Est. Cost $32.29 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $277 Shares 4,720 Est. Cost $60.46 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $276 Shares 3,732 Est. Cost $74.08 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $275 Shares 3,294 Est. Cost $75.67 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $273 Shares 1,912 Est. Cost $106.81 Unrealized
IBD INSPIRE CORPORATE BOND ETF 0.0%
Value ($000) $273 Shares 11,694 Est. Cost $22.64 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $271 Shares 7,475 Est. Cost $33.06 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $270 Shares 6,652 Est. Cost $41.53 Unrealized
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value ($000) $270 Shares 5,409 Est. Cost $50.42 Unrealized
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value ($000) $270 Shares 6,911 Est. Cost $39.02 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $269 Shares 599 Est. Cost $460.24 Unrealized -3.3%
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $267 Shares 5,388 Est. Cost $49.76 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $263 Shares 4,714 Est. Cost $55.78 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $259 Shares 14,832 Est. Cost $16.69 Unrealized +4.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $259 Shares 1,680 Est. Cost $155.09 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $258 Shares 2,175 Est. Cost $128.25 Unrealized -1.3%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $258 Shares 779 Est. Cost $298.17 Unrealized +12.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $257 Shares 1,323 Est. Cost $158.19 Unrealized +11.4%
INTC INTEL CORP COM 0.0%
Value ($000) $257 Shares 8,284 Est. Cost $47.55 Unrealized -31.6%
TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 0.0%
Value ($000) $257 Shares 3,669 Est. Cost $57.64 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $255 Shares 3,143 Est. Cost $75.75 Unrealized
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $254 Shares 5,087 Est. Cost $50.02 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $253 Shares 6,986 Est. Cost $34.70 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $253 Shares 8,253 Est. Cost $56.52 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $253 Shares 6,528 Est. Cost $32.16 Unrealized
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $252 Shares 7,306 Est. Cost $55.97 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value ($000) $248 Shares 5,682 Est. Cost $43.56 Unrealized
IUS INVESCO RAFI STRATEGIC US ETF 0.0%
Value ($000) $247 Shares 5,207 Est. Cost $47.43 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $245 Shares 1,092 Est. Cost $209.20 Unrealized 0.0%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $245 Shares 2,880 Est. Cost $85.62 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $245 Shares 5,746 Est. Cost $35.81 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $245 Shares 4,901 Est. Cost $49.46 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $244 Shares 7,064 Est. Cost $37.97 Unrealized -8.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $242 Shares 1,226 Est. Cost $193.07 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $241 Shares 5,714 Est. Cost $46.76 Unrealized +17.7%
APTIV PLC SHS 0.0%
Value ($000) $241 Shares 3,423 Est. Cost $79.91 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $240 Shares 2,550 Est. Cost $86.54 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $238 Shares 160 Est. Cost $1250.79 Unrealized +3.3%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $237 Shares 2,157 Est. Cost $85.87 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $236 Shares 1,531 Est. Cost $135.16 Unrealized +6.7%
LCUT LIFETIME BRANDS INC COM 0.0%
Value ($000) $233 Shares 27,145 Est. Cost $15.26 Unrealized -38.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $233 Shares 2,482 Est. Cost $86.81 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $230 Shares 1,733 Est. Cost $133.30 Unrealized 0.0%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $229 Shares 2,757 Est. Cost $77.59 Unrealized 0.0%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $229 Shares 11,319 Est. Cost $19.46 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $228 Shares 3,432 Est. Cost $56.62 Unrealized +16.2%
JUNW ALLIANZIM U.S. LARGE CAP BUFFER20 JUN ETF 0.0%
Value ($000) $227 Shares 7,943 Est. Cost $28.59 Unrealized
KBWB INVESCO KBW BANK ETF 0.0%
Value ($000) $226 Shares 4,229 Est. Cost $62.41 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $225 Shares 8,479 Est. Cost $26.57 Unrealized
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $225 Shares 5,382 Est. Cost $39.08 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $224 Shares 682 Est. Cost $267.07 Unrealized +17.5%
DOW DOW INC COM 0.0%
Value ($000) $224 Shares 4,225 Est. Cost $46.55 Unrealized +10.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $224 Shares 3,733 Est. Cost $52.78 Unrealized +5.6%
MGMT BALLAST SMALL/MID CAP ETF 0.0%
Value ($000) $223 Shares 6,228 Est. Cost $35.37 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $222 Shares 1,691 Est. Cost $125.19 Unrealized 0.0%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $222 Shares 2,691 Est. Cost $79.68 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $221 Shares 7,231 Est. Cost $33.22 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value ($000) $221 Shares 4,952 Est. Cost $44.65 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $221 Shares 10,429 Est. Cost $21.17 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $220 Shares 725 Est. Cost $255.21 Unrealized +23.8%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $220 Shares 4,137 Est. Cost $51.24 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $219 Shares 2,292 Est. Cost $94.93 Unrealized 0.0%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $218 Shares 3,794 Est. Cost $53.00 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $217 Shares 3,259 Est. Cost $65.86 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $217 Shares 4,279 Est. Cost $50.75 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $215 Shares 2,640 Est. Cost $73.92 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $215 Shares 3,130 Est. Cost $71.16 Unrealized -11.3%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $213 Shares 3,798 Est. Cost $128.42 Unrealized
FCTR FIRST TRUST LUNT U.S. FACTOR ROTATION ETF 0.0%
Value ($000) $213 Shares 6,856 Est. Cost $31.07 Unrealized
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $208 Shares 2,892 Est. Cost $72.09 Unrealized
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $208 Shares 8,432 Est. Cost $24.87 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $207 Shares 1,985 Est. Cost $87.18 Unrealized +9.0%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $206 Shares 3,506 Est. Cost $58.86 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $205 Shares 4,825 Est. Cost $49.26 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $202 Shares 7,146 Est. Cost $28.84 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $202 Shares 810 Est. Cost $249.62 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $202 Shares 415 Est. Cost $469.47 Unrealized +6.9%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value ($000) $202 Shares 5,478 Est. Cost $36.32 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $201 Shares 3,191 Est. Cost $60.20 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $200 Shares 4,974 Est. Cost $40.71 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $197 Shares 16,253 Est. Cost $5.97 Unrealized +53.7%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $173 Shares 13,753 Est. Cost $10.93 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $138 Shares 100 Est. Cost $98.56 Unrealized +46.2%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $135 Shares 700 Est. Cost $126.55 Unrealized +45.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $135 Shares 200 Est. Cost $45.05 Unrealized +38.6%
FLG NEW YORK CMNTY BANCORP INC COM NEW 0.0%
Value ($000) $131 Shares 40,808 Est. Cost $9.60 Unrealized 0.0%
AAPL APPLE INC COM 0.0%
Value ($000) $105 Shares 500 Est. Cost $120.02 Unrealized +54.2%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $85 Shares 10,000 Est. Cost $11.25 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $67 Shares 10,130 Est. Cost $8.76 Unrealized -19.5%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $48.39 Unrealized +37.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $66 Shares 500 Est. Cost $125.19 Unrealized 0.0%
CIFR CIPHER MINING INC COM 0.0%
Value ($000) $62 Shares 15,000 Est. Cost $3.05 Unrealized +35.9%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $61 Shares 700 Est. Cost $90.84 Unrealized 0.0%
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value ($000) $57 Shares 14,503 Est. Cost $10.25 Unrealized -59.0%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $46.53 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $25 Shares 16,396 Est. Cost $15.61 Unrealized
ATAI LIFE SCIENCES NV SHS 0.0%
Value ($000) $18 Shares 13,500 Est. Cost $1.29 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $18 Shares 29,689 Est. Cost $33.01 Unrealized
CYBIN INC COM 0.0%
Value ($000) $9 Shares 32,000 Est. Cost $0.87 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $8 Shares 20,000 Est. Cost $0.39 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $1.81 Unrealized
XOSWW XOS INC WT EXP 082026 0.0%
Value ($000) $2 Shares 75,073 Est. Cost $1.07 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 28,016 Est. Cost $1.09 Unrealized