Waterfront Wealth Inc. Diversified Active

CIK: 0001775210 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $488,311 (100.0% shares, 0.0% debt)

Holdings (268)

BRK/B BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $15,131 Shares 30,849 Est. Cost $223.56 Unrealized +116.7%
AAPL APPLE INC 2.7%
Value ($000) $13,039 Shares 50,625 Est. Cost $136.53 Unrealized +65.2%
BLACKROCK ENHANCED INTL DIV 2.4%
Value ($000) $11,737 Shares 2,049,215 Est. Cost $5.77 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.3%
Value ($000) $11,415 Shares 296,568 Est. Cost $27.16 Unrealized
ROYCE SMALL CAP TRUST INC 2.2%
Value ($000) $10,786 Shares 679,108 Est. Cost $16.30 Unrealized
ADAMS DIVERSIFIED EQUITY FD 2.1%
Value ($000) $10,110 Shares 446,423 Est. Cost $18.51 Unrealized
AVUV AMERICAN CENTY ETF TR 1.8%
Value ($000) $8,915 Shares 90,936 Est. Cost $87.07 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.7%
Value ($000) $8,406 Shares 123,126 Est. Cost $60.35 Unrealized
BLACKROCK ENHANCED EQUITY DI 1.7%
Value ($000) $8,219 Shares 915,733 Est. Cost $8.73 Unrealized
CSM PROSHARES TR 1.7%
Value ($000) $8,072 Shares 105,182 Est. Cost $67.53 Unrealized
JEF JEFFERIES FINL GROUP INC 1.6%
Value ($000) $8,026 Shares 146,135 Est. Cost $18.43 Unrealized +225.0%
MSFT MICROSOFT CORP 1.6%
Value ($000) $7,897 Shares 15,192 Est. Cost $281.15 Unrealized +80.9%
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $7,604 Shares 12,402 Est. Cost $375.92 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $7,531 Shares 29,926 Est. Cost $114.36 Unrealized +82.9%
CBSH COMMERCE BANCSHARES INC 1.5%
Value ($000) $7,261 Shares 135,094 Est. Cost $47.08 Unrealized +23.8%
JSI JANUS DETROIT STR TR 1.3%
Value ($000) $6,120 Shares 116,766 Est. Cost $52.23 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 1.2%
Value ($000) $5,945 Shares 616,999 Est. Cost $8.58 Unrealized
KKR KKR & CO INC 1.1%
Value ($000) $5,575 Shares 45,105 Est. Cost $36.10 Unrealized +292.4%
DFAU DIMENSIONAL ETF TRUST 1.1%
Value ($000) $5,201 Shares 113,705 Est. Cost $33.42 Unrealized
EUFN ISHARES TR 1.0%
Value ($000) $5,067 Shares 152,491 Est. Cost $18.73 Unrealized
BN BROOKFIELD CORP 1.0%
Value ($000) $5,014 Shares 111,228 Est. Cost $29.32 Unrealized +50.8%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $4,610 Shares 6,909 Est. Cost $395.25 Unrealized
AVDE AMERICAN CENTY ETF TR 0.9%
Value ($000) $4,536 Shares 57,437 Est. Cost $63.95 Unrealized
AVEM AMERICAN CENTY ETF TR 0.9%
Value ($000) $4,294 Shares 56,411 Est. Cost $61.98 Unrealized
DLS WISDOMTREE TR 0.9%
Value ($000) $4,267 Shares 54,502 Est. Cost $58.04 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $4,219 Shares 128,430 Est. Cost $25.50 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $4,214 Shares 19,339 Est. Cost $151.75 Unrealized +49.2%
DIHP DIMENSIONAL ETF TRUST 0.9%
Value ($000) $4,154 Shares 134,642 Est. Cost $24.50 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,938 Shares 104,216 Est. Cost $25.45 Unrealized
FNDF SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,927 Shares 89,924 Est. Cost $31.54 Unrealized
M MACYS INC 0.8%
Value ($000) $3,910 Shares 209,993 Est. Cost $17.04 Unrealized -16.9%
NOK NOKIA CORP 0.8%
Value ($000) $3,864 Shares 698,125 Est. Cost $3.93 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,697 Shares 39,546 Est. Cost $70.45 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.8%
Value ($000) $3,677 Shares 160,271 Est. Cost $14.53 Unrealized +50.6%
DFAI DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,669 Shares 100,340 Est. Cost $30.38 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $3,635 Shares 41,670 Est. Cost $136.39 Unrealized -35.4%
SUZ SUZANO S A 0.7%
Value ($000) $3,479 Shares 388,413 Est. Cost $10.39 Unrealized
AVDV AMERICAN CENTY ETF TR 0.7%
Value ($000) $3,342 Shares 37,736 Est. Cost $62.36 Unrealized
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $3,317 Shares 48,623 Est. Cost $69.80 Unrealized +0.7%
DFEM DIMENSIONAL ETF TRUST 0.7%
Value ($000) $3,296 Shares 101,128 Est. Cost $24.15 Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.6%
Value ($000) $3,057 Shares 335,340 Est. Cost $10.25 Unrealized -12.2%
AVLC AMERICAN CENTY ETF TR 0.6%
Value ($000) $3,048 Shares 39,992 Est. Cost $65.23 Unrealized
SGOV ISHARES TR 0.6%
Value ($000) $3,003 Shares 32,332 Est. Cost $99.25 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,981 Shares 92,910 Est. Cost $24.90 Unrealized
XPER XPERI INC 0.6%
Value ($000) $2,962 Shares 456,431 Est. Cost $9.58 Unrealized -31.2%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $2,924 Shares 12,768 Est. Cost $128.19 Unrealized +25.9%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $2,909 Shares 9,914 Est. Cost $137.24 Unrealized +115.6%
BIDU BAIDU INC 0.6%
Value ($000) $2,741 Shares 23,386 Est. Cost $122.74 Unrealized
VOD VODAFONE GROUP PLC NEW 0.5%
Value ($000) $2,652 Shares 226,344 Est. Cost $10.48 Unrealized
FNDA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,625 Shares 84,935 Est. Cost $34.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,617 Shares 48,034 Est. Cost $47.11 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,611 Shares 82,544 Est. Cost $31.63 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,607 Shares 88,114 Est. Cost $38.22 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $2,605 Shares 11,519 Est. Cost $189.55 Unrealized +17.7%
VTRS VIATRIS INC 0.5%
Value ($000) $2,596 Shares 251,148 Est. Cost $10.60 Unrealized -9.8%
SNY SANOFI SA 0.5%
Value ($000) $2,463 Shares 49,119 Est. Cost $48.11 Unrealized
UNM UNUM GROUP 0.5%
Value ($000) $2,433 Shares 31,878 Est. Cost $41.04 Unrealized +82.6%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $2,411 Shares 7,183 Est. Cost $314.80 Unrealized +11.6%
CSCO CISCO SYS INC 0.5%
Value ($000) $2,387 Shares 33,949 Est. Cost $50.78 Unrealized +32.7%
RTX RTX CORPORATION 0.5%
Value ($000) $2,386 Shares 13,473 Est. Cost $101.05 Unrealized +52.7%
BLACKROCK MUN TARGET TERM TR 0.5%
Value ($000) $2,363 Shares 104,472 Est. Cost $23.01 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $2,358 Shares 14,882 Est. Cost $74.41 Unrealized +96.8%
CSIQ CANADIAN SOLAR INC 0.5%
Value ($000) $2,315 Shares 164,431 Est. Cost $24.40 Unrealized -51.0%
ABBV ABBVIE INC 0.5%
Value ($000) $2,293 Shares 9,998 Est. Cost $142.23 Unrealized +42.0%
IPGP IPG PHOTONICS CORP 0.5%
Value ($000) $2,239 Shares 26,361 Est. Cost $79.47 Unrealized -1.7%
DOLE DOLE PLC 0.4%
Value ($000) $2,188 Shares 167,380 Est. Cost $14.07 Unrealized -0.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,116 Shares 11,793 Est. Cost $110.80 Unrealized +57.3%
C CITIGROUP INC 0.4%
Value ($000) $2,107 Shares 21,824 Est. Cost $47.08 Unrealized +99.9%
TEX TEREX CORP NEW 0.4%
Value ($000) $2,106 Shares 39,694 Est. Cost $49.86 Unrealized +2.1%
TSLA TESLA INC 0.4%
Value ($000) $2,029 Shares 4,638 Est. Cost $242.11 Unrealized +43.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,997 Shares 3,548 Est. Cost $523.53 Unrealized -11.2%
ALLY ALLY FINL INC 0.4%
Value ($000) $1,983 Shares 48,849 Est. Cost $31.75 Unrealized +24.0%
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,957 Shares 31,662 Est. Cost $43.38 Unrealized
DXC DXC TECHNOLOGY CO 0.4%
Value ($000) $1,886 Shares 142,192 Est. Cost $14.77 Unrealized -3.8%
JAZZ JAZZ PHARMACEUTICALS PLC 0.4%
Value ($000) $1,880 Shares 13,651 Est. Cost $137.48 Unrealized -12.8%
AGNC AGNC INVT CORP 0.4%
Value ($000) $1,796 Shares 176,607 Est. Cost $8.51 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $1,780 Shares 11,000 Est. Cost $116.46 Unrealized +45.5%
NFLX NETFLIX INC 0.4%
Value ($000) $1,770 Shares 1,582 Est. Cost $30.89 Unrealized +295.2%
BG BUNGE GLOBAL SA 0.4%
Value ($000) $1,770 Shares 18,659 Est. Cost $91.53 Unrealized -13.5%
BLK BLACKROCK INC 0.4%
Value ($000) $1,746 Shares 1,546 Est. Cost $991.05 Unrealized +11.9%
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $1,743 Shares 17,741 Est. Cost $73.56 Unrealized +20.3%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value ($000) $1,722 Shares 22,394 Est. Cost $77.44 Unrealized -1.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,705 Shares 5,487 Est. Cost $234.21 Unrealized +28.7%
IVV ISHARES TR 0.3%
Value ($000) $1,701 Shares 2,537 Est. Cost $504.24 Unrealized
LEA LEAR CORP 0.3%
Value ($000) $1,685 Shares 16,834 Est. Cost $104.59 Unrealized -1.9%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $1,664 Shares 20,684 Est. Cost $64.45 Unrealized +14.0%
AVUS AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,638 Shares 15,116 Est. Cost $80.73 Unrealized
BHF BRIGHTHOUSE FINL INC 0.3%
Value ($000) $1,634 Shares 34,863 Est. Cost $48.82 Unrealized 0.0%
CRTO CRITEO S A 0.3%
Value ($000) $1,609 Shares 78,155 Est. Cost $24.13 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,594 Shares 10,460 Est. Cost $151.96 Unrealized +1.9%
NDAQ NASDAQ INC 0.3%
Value ($000) $1,576 Shares 17,995 Est. Cost $53.85 Unrealized +71.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $1,547 Shares 24,124 Est. Cost $67.01 Unrealized -0.2%
GM GENERAL MTRS CO 0.3%
Value ($000) $1,545 Shares 22,867 Est. Cost $41.91 Unrealized +32.5%
AMRN AMARIN CORP PLC 0.3%
Value ($000) $1,535 Shares 77,960 Est. Cost $16.22 Unrealized
FNDC SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,529 Shares 34,519 Est. Cost $35.51 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,522 Shares 49,034 Est. Cost $25.13 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,514 Shares 14,074 Est. Cost $53.87 Unrealized +84.2%
CG CARLYLE GROUP INC 0.3%
Value ($000) $1,511 Shares 26,063 Est. Cost $47.16 Unrealized +30.4%
MMM 3M CO 0.3%
Value ($000) $1,486 Shares 8,927 Est. Cost $97.30 Unrealized +57.4%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,483 Shares 11,372 Est. Cost $85.91 Unrealized +57.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,472 Shares 2 Est. Cost $729330.75 Unrealized -0.3%
COUR COURSERA INC 0.3%
Value ($000) $1,438 Shares 136,517 Est. Cost $8.59 Unrealized +26.4%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,433 Shares 7,142 Est. Cost $126.45 Unrealized +30.7%
GRMN GARMIN LTD 0.3%
Value ($000) $1,432 Shares 5,764 Est. Cost $101.03 Unrealized +126.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,419 Shares 31,647 Est. Cost $45.13 Unrealized +0.8%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,414 Shares 2,471 Est. Cost $362.45 Unrealized +58.2%
EMBJ EMBRAER S.A. 0.3%
Value ($000) $1,318 Shares 20,930 Est. Cost $13.11 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,313 Shares 5,199 Est. Cost $132.15 Unrealized +58.9%
ADBE ADOBE INC 0.3%
Value ($000) $1,306 Shares 3,682 Est. Cost $454.68 Unrealized -21.1%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,294 Shares 7,815 Est. Cost $98.52 Unrealized
DQ DAQO NEW ENERGY CORP 0.3%
Value ($000) $1,291 Shares 50,830 Est. Cost $26.90 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $1,287 Shares 22,704 Est. Cost $48.55 Unrealized
V VISA INC 0.3%
Value ($000) $1,280 Shares 3,696 Est. Cost $204.74 Unrealized +68.6%
AON AON PLC 0.3%
Value ($000) $1,276 Shares 3,738 Est. Cost $310.77 Unrealized +16.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,274 Shares 8,117 Est. Cost $111.28 Unrealized +59.7%
ADSK AUTODESK INC 0.3%
Value ($000) $1,268 Shares 4,126 Est. Cost $214.01 Unrealized +42.4%
IWF ISHARES TR 0.3%
Value ($000) $1,264 Shares 2,698 Est. Cost $246.45 Unrealized
BSVO EA SERIES TRUST 0.3%
Value ($000) $1,240 Shares 55,203 Est. Cost $17.53 Unrealized
BLACKROCK CR ALLOCATION INCO 0.2%
Value ($000) $1,219 Shares 109,855 Est. Cost $12.54 Unrealized
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $1,217 Shares 23,892 Est. Cost $40.55 Unrealized +28.9%
LOW LOWES COS INC 0.2%
Value ($000) $1,204 Shares 4,930 Est. Cost $211.00 Unrealized +15.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,194 Shares 21,771 Est. Cost $52.88 Unrealized +10.7%
BOND PIMCO ETF TR 0.2%
Value ($000) $1,191 Shares 12,625 Est. Cost $97.00 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $1,188 Shares 25,418 Est. Cost $44.08 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,184 Shares 17,175 Est. Cost $87.94 Unrealized -16.1%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $1,183 Shares 15,408 Est. Cost $71.83 Unrealized +8.8%
DES WISDOMTREE TR 0.2%
Value ($000) $1,151 Shares 34,334 Est. Cost $28.12 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,126 Shares 5,696 Est. Cost $68.17 Unrealized +87.5%
IWB ISHARES TR 0.2%
Value ($000) $1,123 Shares 3,066 Est. Cost $252.56 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $1,110 Shares 3,602 Est. Cost $250.48 Unrealized +17.1%
KR KROGER CO 0.2%
Value ($000) $1,094 Shares 15,912 Est. Cost $29.06 Unrealized +137.7%
FDP FRESH DEL MONTE PRODUCE INC 0.2%
Value ($000) $1,087 Shares 31,024 Est. Cost $26.59 Unrealized +31.6%
VRSN VERISIGN INC 0.2%
Value ($000) $1,075 Shares 4,177 Est. Cost $187.80 Unrealized +48.1%
KOP KOPPERS HOLDINGS INC 0.2%
Value ($000) $1,069 Shares 37,687 Est. Cost $31.86 Unrealized -3.8%
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $1,060 Shares 18,518 Est. Cost $62.49 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,059 Shares 9,275 Est. Cost $34.46 Unrealized +218.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,054 Shares 2,194 Est. Cost $297.87 Unrealized
QIAGEN NV 0.2%
Value ($000) $1,044 Shares 21,490 Est. Cost $40.15 Unrealized
FRME FIRST MERCHANTS CORP 0.2%
Value ($000) $1,022 Shares 27,653 Est. Cost $26.17 Unrealized +50.0%
HSY HERSHEY CO 0.2%
Value ($000) $1,021 Shares 5,533 Est. Cost $179.76 Unrealized -0.1%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $1,000 Shares 18,478 Est. Cost $27.10 Unrealized +116.6%
EWY ISHARES INC 0.2%
Value ($000) $991 Shares 11,080 Est. Cost $50.89 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $989 Shares 37,754 Est. Cost $26.44 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $963 Shares 7,612 Est. Cost $63.70 Unrealized +121.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $955 Shares 18,719 Est. Cost $25.78 Unrealized +87.5%
TCAL T ROWE PRICE ETF INC 0.2%
Value ($000) $949 Shares 38,441 Est. Cost $24.70 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $947 Shares 14,167 Est. Cost $48.42 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $922 Shares 1,525 Est. Cost $415.90 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.2%
Value ($000) $912 Shares 13,470 Est. Cost $62.12 Unrealized +5.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $899 Shares 5,808 Est. Cost $69.07 Unrealized +120.5%
VALE VALE S A 0.2%
Value ($000) $894 Shares 77,697 Est. Cost $11.51 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $886 Shares 2,082 Est. Cost $417.92 Unrealized 0.0%
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $884 Shares 16,577 Est. Cost $52.73 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $883 Shares 14,216 Est. Cost $62.03 Unrealized +2.2%
WDAY WORKDAY INC 0.2%
Value ($000) $875 Shares 3,587 Est. Cost $231.22 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $873 Shares 28,969 Est. Cost $30.03 Unrealized +4.3%
VERINT SYS INC 0.2%
Value ($000) $864 Shares 42,637 Est. Cost $20.26 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $863 Shares 8,525 Est. Cost $87.96 Unrealized +14.3%
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $862 Shares 18,599 Est. Cost $45.96 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $854 Shares 3,119 Est. Cost $68.69 Unrealized +270.0%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $841 Shares 4,508 Est. Cost $143.58 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $821 Shares 2,835 Est. Cost $212.59 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $805 Shares 10,640 Est. Cost $53.05 Unrealized
SAN BANCO SANTANDER S.A. 0.2%
Value ($000) $793 Shares 81,547 Est. Cost $3.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $791 Shares 13,032 Est. Cost $49.15 Unrealized
RCKY ROCKY BRANDS INC 0.2%
Value ($000) $777 Shares 27,331 Est. Cost $22.16 Unrealized +21.1%
CCI CROWN CASTLE INC 0.2%
Value ($000) $767 Shares 7,785 Est. Cost $97.24 Unrealized +1.9%
AEE AMEREN CORP 0.2%
Value ($000) $767 Shares 7,254 Est. Cost $68.86 Unrealized +43.1%
DFAX DIMENSIONAL ETF TRUST 0.2%
Value ($000) $761 Shares 24,158 Est. Cost $26.10 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $751 Shares 26,990 Est. Cost $27.45 Unrealized
DB DEUTSCHE BANK A G 0.2%
Value ($000) $750 Shares 22,626 Est. Cost $9.48 Unrealized +259.6%
META META PLATFORMS INC 0.2%
Value ($000) $748 Shares 1,021 Est. Cost $542.10 Unrealized +37.1%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $727 Shares 43,135 Est. Cost $7.46 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $720 Shares 3,525 Est. Cost $141.20 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $703 Shares 38,489 Est. Cost $17.35 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $691 Shares 2,323 Est. Cost $111.54 Unrealized +144.5%
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $661 Shares 9,204 Est. Cost $64.75 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $631 Shares 845 Est. Cost $332.93 Unrealized +120.7%
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $626 Shares 6,352 Est. Cost $53.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $616 Shares 2,147 Est. Cost $101.64 Unrealized +155.4%
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $593 Shares 6,232 Est. Cost $76.76 Unrealized
HBM HUDBAY MINERALS INC 0.1%
Value ($000) $588 Shares 39,052 Est. Cost $8.21 Unrealized +39.5%
CBRE CBRE GROUP INC 0.1%
Value ($000) $569 Shares 3,475 Est. Cost $56.51 Unrealized +173.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $564 Shares 2,924 Est. Cost $131.90 Unrealized +28.5%
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $559 Shares 23,573 Est. Cost $24.31 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $540 Shares 1,590 Est. Cost $170.32 Unrealized +79.5%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $523 Shares 11,387 Est. Cost $32.84 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $507 Shares 18,136 Est. Cost $45.89 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $496 Shares 3,526 Est. Cost $106.77 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $495 Shares 3,221 Est. Cost $128.42 Unrealized +9.4%
T AT&T INC 0.1%
Value ($000) $488 Shares 19,040 Est. Cost $17.09 Unrealized +64.3%
EVRG EVERGY INC 0.1%
Value ($000) $479 Shares 6,067 Est. Cost $44.68 Unrealized +57.2%
F FORD MTR CO 0.1%
Value ($000) $475 Shares 38,234 Est. Cost $9.00 Unrealized +25.9%
KELLANOVA 0.1%
Value ($000) $474 Shares 5,713 Est. Cost $50.06 Unrealized +57.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $464 Shares 14,492 Est. Cost $34.03 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $456 Shares 18,477 Est. Cost $26.50 Unrealized -8.9%
FEGE RBB FUND TRUST 0.1%
Value ($000) $442 Shares 9,991 Est. Cost $42.15 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $432 Shares 1,316 Est. Cost $228.65 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $431 Shares 5,046 Est. Cost $85.68 Unrealized +3.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $423 Shares 1,957 Est. Cost $184.22 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $415 Shares 8,986 Est. Cost $36.89 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $413 Shares 1,008 Est. Cost $200.79 Unrealized +89.6%
HOFT HOOKER FURNISHINGS CORPORATI 0.1%
Value ($000) $409 Shares 46,358 Est. Cost $15.50 Unrealized -32.6%
BIIB BIOGEN INC 0.1%
Value ($000) $402 Shares 2,731 Est. Cost $135.17 Unrealized 0.0%
QCRH QCR HOLDINGS INC 0.1%
Value ($000) $400 Shares 5,574 Est. Cost $53.74 Unrealized +39.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $400 Shares 3,529 Est. Cost $139.39 Unrealized -16.1%
DGRW WISDOMTREE TR 0.1%
Value ($000) $392 Shares 4,405 Est. Cost $66.73 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $388 Shares 1,363 Est. Cost $232.70 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $386 Shares 644 Est. Cost $387.65 Unrealized +45.3%
HD HOME DEPOT INC 0.1%
Value ($000) $377 Shares 967 Est. Cost $296.31 Unrealized +31.3%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $375 Shares 2,197 Est. Cost $97.15 Unrealized +37.2%
AFL AFLAC INC 0.1%
Value ($000) $365 Shares 3,380 Est. Cost $54.56 Unrealized +91.0%
IWR ISHARES TR 0.1%
Value ($000) $359 Shares 3,743 Est. Cost $72.88 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $344 Shares 12,745 Est. Cost $26.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $342 Shares 8,551 Est. Cost $43.01 Unrealized -1.2%
GEV GE VERNOVA INC 0.1%
Value ($000) $333 Shares 576 Est. Cost $415.97 Unrealized +45.6%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $330 Shares 9,088 Est. Cost $28.25 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $321 Shares 339 Est. Cost $989.21 Unrealized -3.3%
VTS VITESSE ENERGY INC 0.1%
Value ($000) $321 Shares 14,941 Est. Cost $17.24 Unrealized +42.5%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $320 Shares 1,430 Est. Cost $122.25 Unrealized +92.3%
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $305 Shares 3,270 Est. Cost $75.46 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $304 Shares 1,811 Est. Cost $129.89 Unrealized +21.0%
PATH UIPATH INC 0.1%
Value ($000) $304 Shares 20,370 Est. Cost $11.82 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $301 Shares 10,562 Est. Cost $43.14 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $301 Shares 5,447 Est. Cost $42.63 Unrealized
BLACKROCK LTD DURATION INCOM 0.1%
Value ($000) $297 Shares 21,522 Est. Cost $14.74 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $297 Shares 6,876 Est. Cost $33.69 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $297 Shares 6,654 Est. Cost $31.56 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $294 Shares 1,327 Est. Cost $101.98 Unrealized +127.2%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $292 Shares 12,368 Est. Cost $27.73 Unrealized
GLW CORNING INC 0.1%
Value ($000) $291 Shares 3,469 Est. Cost $64.97 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $290 Shares 1,348 Est. Cost $188.76 Unrealized +19.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $287 Shares 1,968 Est. Cost $148.76 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $286 Shares 9,846 Est. Cost $40.88 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $285 Shares 3,635 Est. Cost $72.69 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $283 Shares 4,149 Est. Cost $49.13 Unrealized
DE DEERE & CO 0.1%
Value ($000) $281 Shares 606 Est. Cost $373.02 Unrealized +31.3%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $275 Shares 7,340 Est. Cost $33.13 Unrealized
ASIX ADVANSIX INC 0.1%
Value ($000) $272 Shares 13,989 Est. Cost $20.70 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $265 Shares 6,208 Est. Cost $36.52 Unrealized +28.6%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $253 Shares 9,415 Est. Cost $24.06 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $249 Shares 1,203 Est. Cost $164.55 Unrealized +25.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $241 Shares 760 Est. Cost $238.63 Unrealized +42.1%
KO COCA COLA CO 0.0%
Value ($000) $227 Shares 3,207 Est. Cost $54.94 Unrealized +23.6%
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $225 Shares 9,643 Est. Cost $22.17 Unrealized +5.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $224 Shares 3,580 Est. Cost $62.52 Unrealized
HLIT HARMONIC INC 0.0%
Value ($000) $223 Shares 21,808 Est. Cost $11.33 Unrealized -16.8%
IJR ISHARES TR 0.0%
Value ($000) $222 Shares 1,869 Est. Cost $109.29 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 1,515 Est. Cost $120.55 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $219 Shares 2,040 Est. Cost $107.41 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $219 Shares 1,499 Est. Cost $135.04 Unrealized
AVLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $218 Shares 3,034 Est. Cost $68.21 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $215 Shares 265 Est. Cost $742.24 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $214 Shares 1,570 Est. Cost $123.84 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $213 Shares 629 Est. Cost $313.76 Unrealized 0.0%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $213 Shares 5,575 Est. Cost $46.80 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $211 Shares 400 Est. Cost $521.80 Unrealized -8.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $211 Shares 1,379 Est. Cost $147.52 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $208 Shares 3,300 Est. Cost $63.11 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $204 Shares 3,166 Est. Cost $61.42 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $203 Shares 6,063 Est. Cost $33.54 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $202 Shares 4,228 Est. Cost $46.12 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $200 Shares 2,514 Est. Cost $73.37 Unrealized +15.3%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $167 Shares 20,662 Est. Cost $6.82 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $164 Shares 10,850 Est. Cost $12.97 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $114 Shares 12,586 Est. Cost $9.35 Unrealized
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $109 Shares 17,479 Est. Cost $6.03 Unrealized
TRX TRX GOLD CORPORATION 0.0%
Value ($000) $51 Shares 75,166 Est. Cost $0.37 Unrealized +10.4%