Your Advocates Ltd., LLP Diversified Active

CIK: 0001774437 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $168,950 (100.0% shares, 0.0% debt)

Holdings (217)

SCHR Schwab Intermediate Term US Treas 25.4%
Value ($000) $42,988 Shares 833,104 Est. Cost $56.66 Unrealized
BOND Pimco Active Bond ETF 24.8%
Value ($000) $41,847 Shares 439,334 Est. Cost $109.09 Unrealized
BSV Vanguard Short-Term Bond ETF 7.9%
Value ($000) $13,318 Shares 173,438 Est. Cost $80.68 Unrealized
GLD SPDR Gold Trust 7.0%
Value ($000) $11,854 Shares 70,364 Est. Cost $152.57 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 6.1%
Value ($000) $10,368 Shares 399,860 Est. Cost $26.41 Unrealized
SCHE Schwab Emerging Markets Equity ETF 6.1%
Value ($000) $10,348 Shares 407,727 Est. Cost $25.66 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 4.6%
Value ($000) $7,822 Shares 276,293 Est. Cost $29.08 Unrealized
SCHF Schwab International Equity ETF 4.6%
Value ($000) $7,754 Shares 246,562 Est. Cost $35.27 Unrealized
AGG Ishares Tr Barclays Fund 1.9%
Value ($000) $3,267 Shares 32,132 Est. Cost $103.34 Unrealized
FNDA Schwab Fundamental US Small Company ETF 1.3%
Value ($000) $2,278 Shares 50,344 Est. Cost $29.97 Unrealized
SCHA Schwab US Small Cap ETF 1.3%
Value ($000) $2,209 Shares 56,659 Est. Cost $53.40 Unrealized
SPTI SPDR Series Trust Portfolio Intermediate Term ETF 1.3%
Value ($000) $2,199 Shares 74,622 Est. Cost $30.12 Unrealized
DFAC Dimensional U S Core 0.8%
Value ($000) $1,295 Shares 55,584 Est. Cost $26.99 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.7%
Value ($000) $1,150 Shares 22,590 Est. Cost $39.09 Unrealized
SCHX Schwab US Large Cap ETF 0.6%
Value ($000) $1,095 Shares 24,528 Est. Cost $68.70 Unrealized
XOM Exxon Mobil Corporation 0.6%
Value ($000) $1,014 Shares 11,842 Est. Cost $45.99 Unrealized +73.1%
AAPL Apple Inc 0.5%
Value ($000) $867 Shares 6,339 Est. Cost $95.80 Unrealized +55.2%
SPY S P D R S&P 500 Etf Tr 0.5%
Value ($000) $862 Shares 2,285 Est. Cost $329.16 Unrealized
FLIA Franklin Liberty International Aggregate Bond ETF 0.3%
Value ($000) $581 Shares 25,088 Est. Cost $23.27 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $574 Shares 16,038 Est. Cost $27.41 Unrealized +39.7%
EPD Enterprise Prd Prtnrs Lp 0.3%
Value ($000) $503 Shares 20,653 Est. Cost $27.65 Unrealized
ACM Aecom 0.2%
Value ($000) $395 Shares 6,049 Est. Cost $67.51 Unrealized 0.0%
PSX Phillips 0.2%
Value ($000) $284 Shares 3,459 Est. Cost $78.46 Unrealized +3.2%
Ishares Gold Etf 0.2%
Value ($000) $263 Shares 7,678 Est. Cost $23.73 Unrealized
DFAX Dimensional Wld Ex US Cr 0.1%
Value ($000) $252 Shares 11,776 Est. Cost $25.91 Unrealized
GOVT iShares Trust US Treasury Bond ETF 0.1%
Value ($000) $183 Shares 7,651 Est. Cost $26.61 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $180 Shares 350 Est. Cost $271.47 Unrealized +73.5%
MSFT Microsoft Corp 0.1%
Value ($000) $152 Shares 592 Est. Cost $244.73 Unrealized +7.6%
Chimera Investment Corp 0.1%
Value ($000) $145 Shares 16,490 Est. Cost $19.31 Unrealized
TMFG RBB Fund Inc Motley Fool Global Opportunity 0.1%
Value ($000) $141 Shares 6,119 Est. Cost $23.04 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $140 Shares 2,233 Est. Cost $55.22 Unrealized +2.8%
SPDW SPDR Portfolio Developed World ex-US ETF 0.1%
Value ($000) $129 Shares 4,475 Est. Cost $27.23 Unrealized
JP Morgan Betabuilders 0.1%
Value ($000) $115 Shares 2,392 Est. Cost $48.08 Unrealized
Hewlett-Packard Company 0.1%
Value ($000) $114 Shares 3,473 Est. Cost $24.47 Unrealized
SPSM SPDR Series Trust Portfolio Small Cap ETF 0.1%
Value ($000) $99 Shares 2,740 Est. Cost $26.41 Unrealized
FTSE RAFI Internat'l Dev Mkts 0.1%
Value ($000) $87 Shares 2,183 Est. Cost $40.35 Unrealized
AMZN Amazon Com Inc 0.1%
Value ($000) $85 Shares 800 Est. Cost $125.07 Unrealized +0.1%
MCO Moodys Corp 0.0%
Value ($000) $82 Shares 300 Est. Cost $231.38 Unrealized +25.3%
NPKI Newpark Resources Inc 0.0%
Value ($000) $78 Shares 25,109 Est. Cost $3.72 Unrealized +3.1%
FDX Fedex Corporation 0.0%
Value ($000) $75 Shares 331 Est. Cost $126.12 Unrealized +56.0%
SBUX Starbucks Corp 0.0%
Value ($000) $70 Shares 914 Est. Cost $71.00 Unrealized -0.9%
COP Conocophillips 0.0%
Value ($000) $65 Shares 719 Est. Cost $47.75 Unrealized +88.3%
DEM WisdomTree Emerging Markets High Dividend ETF 0.0%
Value ($000) $65 Shares 1,703 Est. Cost $38.72 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $63 Shares 300 Est. Cost $141.95 Unrealized +42.7%
SPEM SPDR Portfolio Emerging Markets ETF 0.0%
Value ($000) $62 Shares 1,782 Est. Cost $35.14 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $51 Shares 400 Est. Cost $94.25 Unrealized +27.3%
KMI Kinder Morgan Inc 0.0%
Value ($000) $50 Shares 3,000 Est. Cost $13.37 Unrealized +14.6%
USXF iShares ESG Advanced MSCI USA ETF 0.0%
Value ($000) $41 Shares 1,370 Est. Cost $35.77 Unrealized
EAGG iShares ESG U.S. Aggregate Bond ETF 0.0%
Value ($000) $40 Shares 811 Est. Cost $51.82 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $40 Shares 146 Est. Cost $200.47 Unrealized +34.2%
Proshares Ultrashort 0.0%
Value ($000) $38 Shares 2,700 Est. Cost $11.51 Unrealized
DMXF iShares ESG Advanced MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 715 Est. Cost $56.36 Unrealized
DOCS Doximity Inc 0.0%
Value ($000) $35 Shares 1,003 Est. Cost $49.24 Unrealized -20.0%
A Agilent Technologies Inc 0.0%
Value ($000) $35 Shares 296 Est. Cost $106.93 Unrealized +12.1%
COST Costco Whsl Corp New 0.0%
Value ($000) $35 Shares 74 Est. Cost $277.78 Unrealized +74.6%
ITOT iShares Core S&P Total US Stock Mkt ETF 0.0%
Value ($000) $33 Shares 394 Est. Cost $76.04 Unrealized
TOTL Spdr Doubleline Ttl Rtrn 0.0%
Value ($000) $33 Shares 772 Est. Cost $47.91 Unrealized
Proshares Ultrashort 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $19.00 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.0%
Value ($000) $29 Shares 455 Est. Cost $74.45 Unrealized
XOP Spdr S&P Oil & Gas Expl & Prod 0.0%
Value ($000) $27 Shares 230 Est. Cost $60.06 Unrealized
EMXF Ishares Esg Advanced 0.0%
Value ($000) $22 Shares 615 Est. Cost $35.77 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $22 Shares 151 Est. Cost $122.75 Unrealized +16.3%
ASO Academy Sports & Outdoor 0.0%
Value ($000) $22 Shares 621 Est. Cost $38.50 Unrealized -7.7%
GRMN Garmin Ltd 0.0%
Value ($000) $20 Shares 200 Est. Cost $110.13 Unrealized -11.9%
IWD Ishares Russell 0.0%
Value ($000) $20 Shares 136 Est. Cost $96.94 Unrealized
CCL Carnival Corp New 0.0%
Value ($000) $20 Shares 2,350 Est. Cost $16.18 Unrealized -9.3%
SHAG Wisdomtree Yld Enhn U S 0.0%
Value ($000) $20 Shares 407 Est. Cost $51.60 Unrealized
Vmware Inc 0.0%
Value ($000) $20 Shares 176 Est. Cost $113.64 Unrealized
KEYS Keysight Tech Inc 0.0%
Value ($000) $19 Shares 140 Est. Cost $115.14 Unrealized +23.5%
CQP Cheniere Energy Inc 0.0%
Value ($000) $19 Shares 145 Est. Cost $48.28 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $19 Shares 300 Est. Cost $54.92 Unrealized -1.5%
LUV Southwest Airlines 0.0%
Value ($000) $18 Shares 500 Est. Cost $31.31 Unrealized +27.7%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $18 Shares 50 Est. Cost $381.32 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $18 Shares 91 Est. Cost $170.06 Unrealized +24.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $18 Shares 88 Est. Cost $254.44 Unrealized
VCIT Vanguard Intermediate 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
Aptiv Plc 0.0%
Value ($000) $16 Shares 175 Est. Cost $137.14 Unrealized
ESML iShare ESG Aware MSCI 0.0%
Value ($000) $16 Shares 511 Est. Cost $37.76 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $15 Shares 36 Est. Cost $334.22 Unrealized +19.0%
UNP Union Pacific Corp 0.0%
Value ($000) $13 Shares 60 Est. Cost $143.21 Unrealized +45.8%
IJK Ishares S&P Mid Cap 0.0%
Value ($000) $13 Shares 208 Est. Cost $76.92 Unrealized
SLF Sun Life Financial Inc 0.0%
Value ($000) $13 Shares 275 Est. Cost $42.84 Unrealized +16.3%
SUSL iShares ESG MSCI USA Leaders ETF 0.0%
Value ($000) $12 Shares 186 Est. Cost $80.65 Unrealized
MQ Marqeta Inc 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $11.61 Unrealized -15.3%
V Visa Inc Cl A 0.0%
Value ($000) $11 Shares 54 Est. Cost $214.03 Unrealized -6.1%
NKE Nike Inc Class B 0.0%
Value ($000) $11 Shares 112 Est. Cost $85.89 Unrealized +29.6%
IJJ IShares S&P Midcap 0.0%
Value ($000) $11 Shares 120 Est. Cost $101.13 Unrealized
Jacobs Engineering 0.0%
Value ($000) $11 Shares 90 Est. Cost $122.22 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $11 Shares 100 Est. Cost $57.18 Unrealized +85.2%
TSLA Tesla Motors Inc 0.0%
Value ($000) $10 Shares 15 Est. Cost $253.09 Unrealized +7.8%
NIO NIO INC ADR 0.0%
Value ($000) $10 Shares 480 Est. Cost $35.46 Unrealized
General Electric Company 0.0%
Value ($000) $10 Shares 162 Est. Cost $15.63 Unrealized
SPYM SPDR Portfolio Large Cap ETF 0.0%
Value ($000) $10 Shares 216 Est. Cost $30.67 Unrealized
IEMG Ishares Core Msci 0.0%
Value ($000) $9 Shares 174 Est. Cost $51.72 Unrealized
DXC D X C Technology Com 0.0%
Value ($000) $9 Shares 287 Est. Cost $21.34 Unrealized +45.4%
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $9 Shares 47 Est. Cost $234.04 Unrealized
Dell Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $75.00 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $128.39 Unrealized +122.0%
CTVA Corteva Inc 0.0%
Value ($000) $8 Shares 139 Est. Cost $36.22 Unrealized +54.1%
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF 0.0%
Value ($000) $8 Shares 331 Est. Cost $25.67 Unrealized
Du Pont E I De Nemour&Co 0.0%
Value ($000) $8 Shares 140 Est. Cost $73.57 Unrealized
DIS Disney Walt Co 0.0%
Value ($000) $8 Shares 83 Est. Cost $133.47 Unrealized -18.8%
Dow Chemical Company 0.0%
Value ($000) $8 Shares 151 Est. Cost $59.91 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 177 Est. Cost $25.00 Unrealized +40.9%
BA Boeing Co 0.0%
Value ($000) $7 Shares 52 Est. Cost $272.82 Unrealized -45.9%
Chargepoint Hldgs Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $20.00 Unrealized
VNQI Vanguard Intl Eqty Etf 0.0%
Value ($000) $7 Shares 150 Est. Cost $36.01 Unrealized
Market Vectors Etf TRUST 0.0%
Value ($000) $6 Shares 230 Est. Cost $39.13 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $6 Shares 30 Est. Cost $134.72 Unrealized +35.9%
JPM Jpmorgan Chase & Co 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.99 Unrealized +28.4%
TM Toyota Motor Corp Ord 0.0%
Value ($000) $6 Shares 375 Est. Cost $16.00 Unrealized
MCD Mc Donalds Corp 0.0%
Value ($000) $6 Shares 25 Est. Cost $171.84 Unrealized +31.7%
PANW Palo Alto Networks 0.0%
Value ($000) $6 Shares 12 Est. Cost $70.26 Unrealized +26.2%
INTC Intel Corp 0.0%
Value ($000) $6 Shares 165 Est. Cost $53.02 Unrealized -23.4%
Spirit Airlines Inc COM 0.0%
Value ($000) $6 Shares 255 Est. Cost $23.53 Unrealized
Tuttle Capital Short Innovation ETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $48.89 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $5 Shares 121 Est. Cost $47.12 Unrealized +15.9%
VTI Vanguard Total Stock Mkt 0.0%
Value ($000) $5 Shares 25 Est. Cost $224.00 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $5 Shares 121 Est. Cost $41.80 Unrealized -4.4%
AVGO Broadcom Inc 0.0%
Value ($000) $5 Shares 11 Est. Cost $44.48 Unrealized +17.8%
United States Steel Corp 0.0%
Value ($000) $4 Shares 215 Est. Cost $18.60 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $4 Shares 25 Est. Cost $103.83 Unrealized +32.2%
DE Deere & Co 0.0%
Value ($000) $4 Shares 15 Est. Cost $310.62 Unrealized +12.6%
MS Morgan Stanley 0.0%
Value ($000) $4 Shares 56 Est. Cost $85.71 Unrealized -15.5%
CNC Centene Corp 0.0%
Value ($000) $4 Shares 47 Est. Cost $66.82 Unrealized +24.3%
KR Kroger Company 0.0%
Value ($000) $4 Shares 90 Est. Cost $39.89 Unrealized +23.4%
VEA Vanguard MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $39.76 Unrealized
Arista Networks Inc 0.0%
Value ($000) $4 Shares 40 Est. Cost $187.50 Unrealized
CRM Sales Force.com INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $250.91 Unrealized -30.4%
HON Honeywell International 0.0%
Value ($000) $4 Shares 20 Est. Cost $177.71 Unrealized -6.4%
F Ford Motor Company New 0.0%
Value ($000) $3 Shares 225 Est. Cost $7.44 Unrealized +41.7%
Duke Energy Corp New 0.0%
Value ($000) $3 Shares 24 Est. Cost $83.33 Unrealized
EL Estee Lauder Co Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $305.30 Unrealized -21.9%
Spdr S&P Oil & Gas Equip 0.0%
Value ($000) $3 Shares 47 Est. Cost $85.11 Unrealized
TTCFQ Tattooed Chef Inc 0.0%
Value ($000) $3 Shares 525 Est. Cost $19.79 Unrealized -59.7%
Retail Opportunity Investment Corp 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
INDI Indie Semiconductor Inc 0.0%
Value ($000) $3 Shares 540 Est. Cost $9.98 Unrealized -31.0%
Zynga Inc 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
ASTS Ast Spacemobile Inc 0.0%
Value ($000) $3 Shares 400 Est. Cost $11.22 Unrealized -30.2%
BKR Baker Hughes Company Com CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $13.25 Unrealized +133.7%
BSX Boston Scientific Co 0.0%
Value ($000) $3 Shares 79 Est. Cost $44.24 Unrealized -8.0%
Canadian Pac Railway 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
CMG Chipotle Mexican Grl 0.0%
Value ($000) $3 Shares 2 Est. Cost $36.38 Unrealized -23.4%
CSAN Cosan S A 0.0%
Value ($000) $3 Shares 210 Est. Cost $19.05 Unrealized
DNLI Denali Therapeutics I N 0.0%
Value ($000) $3 Shares 100 Est. Cost $47.38 Unrealized -44.7%
DXCM Dexcom Inc 0.0%
Value ($000) $3 Shares 44 Est. Cost $99.97 Unrealized -8.7%
PINS Pinterest Inc 0.0%
Value ($000) $3 Shares 150 Est. Cost $74.38 Unrealized -71.9%
POOL Pool Corp 0.0%
Value ($000) $3 Shares 8 Est. Cost $449.11 Unrealized -15.9%
VWO Vanguard Msci Emerging 0.0%
Value ($000) $3 Shares 75 Est. Cost $49.12 Unrealized
XPO Xpo Logistics Inc 0.0%
Value ($000) $3 Shares 46 Est. Cost $40.96 Unrealized -22.4%
Zk Intl Group Co Ltd 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
LULU Lululemon Athletica 0.0%
Value ($000) $2 Shares 7 Est. Cost $400.54 Unrealized -20.0%
Lucid Group Inc 0.0%
Value ($000) $2 Shares 110 Est. Cost $24.62 Unrealized
TDG Transdigm Group Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $519.19 Unrealized -5.5%
TRMB Trimble Navigation Ltd 0.0%
Value ($000) $2 Shares 34 Est. Cost $87.82 Unrealized -25.2%
IEV iShares S&P Euro 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
USO United States Oil Fund, 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
SIXG Defiance Next Gen 0.0%
Value ($000) $2 Shares 55 Est. Cost $39.67 Unrealized
Vaneck Vectors Jr Gold Miners ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $43.65 Unrealized
STZ Constellation Brand Cl A 0.0%
Value ($000) $2 Shares 10 Est. Cost $202.75 Unrealized +12.7%
BB Blackberry Ltd 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.48 Unrealized -43.4%
BBY Best Buy Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $90.48 Unrealized -22.8%
VFF Village Farms Intl 0.0%
Value ($000) $2 Shares 700 Est. Cost $14.37 Unrealized -74.7%
Virgin Orbit Hldgs Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.63 Unrealized
AUPH Aurinia Pharmaceutic 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.49 Unrealized -27.8%
RLAY Relay Therapeutics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.40 Unrealized -50.6%
ELEMENTS Rogers Intl Commodity Ag 0.0%
Value ($000) $2 Shares 180 Est. Cost $6.12 Unrealized
Rocket Laboratory Usa In 0.0%
Value ($000) $2 Shares 500 Est. Cost $15.60 Unrealized
FBIN Fortune Brands Hm&S 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.48 Unrealized -28.9%
FIS Fidelity Natl Info 0.0%
Value ($000) $2 Shares 26 Est. Cost $120.76 Unrealized -25.0%
NOW Service Now Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $121.10 Unrealized -21.3%
Southwestern Energy Co 0.0%
Value ($000) $2 Shares 369 Est. Cost $2.43 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $45.45 Unrealized
AIRG Airgain Incorporarated 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.58 Unrealized -60.1%
AGCO A G C O Corp 0.0%
Value ($000) $1 Shares 11 Est. Cost $109.55 Unrealized +0.4%
Annaly Capital Mgmt 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.28 Unrealized
ARKG Ark Genomic Revolution 0.0%
Value ($000) $1 Shares 30 Est. Cost $75.00 Unrealized
WLK Westlake Chemical Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.51 Unrealized +31.5%
NCLH Norwegian Cruise Lin 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.21 Unrealized -58.3%
Bakkt Hldgs Inc 0.0%
Value ($000) $1 Shares 410 Est. Cost $7.32 Unrealized
KB Kb Finl Group Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
AZREF Azure Pwr Global Ltd 0.0%
Value ($000) $1 Shares 100 Est. Cost $35.82 Unrealized -60.7%
EMB iShares JPM USD Emerging Market Bond ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $98.98 Unrealized
WFRD Weatherford Intl Ordf 0.0%
Value ($000) $1 Shares 34 Est. Cost $22.53 Unrealized +41.3%
UPST Upstart Hldgs Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $123.07 Unrealized -51.6%
CTSO Cytosorbents Corpora 0.0%
Value ($000) $1 Shares 250 Est. Cost $9.53 Unrealized -75.9%
BL Blackline Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $114.88 Unrealized -40.4%
Astra Space Inc 0.0%
Value ($000) $1 Shares 525 Est. Cost $7.11 Unrealized
BAND Bandwidth Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $67.92 Unrealized -66.0%
VZ Verizon Communications 0.0%
Value ($000) $1 Shares 26 Est. Cost $42.50 Unrealized -5.6%
NFLX Netflix Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $55.03 Unrealized -59.7%
Virgin Galactic Hldgs In 0.0%
Value ($000) $1 Shares 180 Est. Cost $25.93 Unrealized
GXO Gxo Logistics Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $75.70 Unrealized -26.9%
RBLX Roblox Corp Com CL A 0.0%
Value ($000) $1 Shares 37 Est. Cost $33.59 Unrealized 0.0%
Sculptor Cap Mgmt 0.0%
Value ($000) $1 Shares 163 Est. Cost $23.65 Unrealized
Shapeways Holdings Inc 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.33 Unrealized
SONO Sonos Inc 0.0%
Value ($000) $1 Shares 60 Est. Cost $31.49 Unrealized -28.8%
HTZ Hertz Rental Car Holding 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.69 Unrealized -16.7%
TYO Dir Daily 7-10 Yr Trsy 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
URA GLOBAL X FDS GLOBAL X URANIUM ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
FUBO Fubotv Inc 0.0%
Value ($000) $1 Shares 350 Est. Cost $24.75 Unrealized -84.3%
XBI Spdr S&P Biotech ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.75 Unrealized
TTWO Take Two Interactv 0.0%
Value ($000) $1 Shares 12 Est. Cost $127.28 Unrealized 0.0%
Ion Geophysical Corp Com 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $2.00 Unrealized
IJR Ishares Core S&P Small 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Draganfly Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
RIVN Rivian Automotive Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $115.22 Unrealized -72.9%
Emagin Corp 0.0%
Value ($000) $0 Shares 720 Est. Cost $2.35 Unrealized
Calamp Corp 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.64 Unrealized 0.0%
Atif Holdings Ltd 0.0%
Value ($000) $0 Shares 130 Est. Cost $5.56 Unrealized
NAUT Nautilus Biotechnology 0.0%
Value ($000) $0 Shares 150 Est. Cost $10.83 Unrealized -65.6%
Oncorus Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
Nuvve Hldg Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
Weatherford Intl Wtf 0.0%
Value ($000) $0 Shares 384 Est. Cost Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.72 Unrealized -20.7%
Aeva Technologies Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $13.33 Unrealized