OneAscent Financial Services LLC Quant / Systematic

CIK: 0001780985 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 12, 2023

Total Value ($000): $235 (100.0% shares, 0.0% debt)

Holdings (180)

OACP UNIFIED SER TR 17.4%
Value ($000) $41 Shares 1,807,629 Est. Cost $23.20 Unrealized
OALC UNIFIED SER TR 9.4%
Value ($000) $22 Shares 1,071,924 Est. Cost $22.51 Unrealized
OAIM UNIFIED SER TR 8.8%
Value ($000) $21 Shares 773,517 Est. Cost $22.34 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 6.7%
Value ($000) $16 Shares 272,939 Est. Cost $45.39 Unrealized
OAEM UNIFIED SER TR 3.4%
Value ($000) $8 Shares 314,810 Est. Cost $21.24 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 3.3%
Value ($000) $8 Shares 170,045 Est. Cost $3.27 Unrealized
LQDI ISHARES U S ETF TR 2.3%
Value ($000) $5 Shares 213,516 Est. Cost $0.03 Unrealized
CDC VICTORY PORTFOLIOS II 2.0%
Value ($000) $5 Shares 74,098 Est. Cost $56.94 Unrealized
FRME FIRST MERCHANTS CORP 1.9%
Value ($000) $5 Shares 109,885 Est. Cost $37.35 Unrealized 0.0%
COWZ PACER FDS TR 1.8%
Value ($000) $4 Shares 93,790 Est. Cost $38.62 Unrealized
QQQ INVESCO QQQ TR 1.7%
Value ($000) $4 Shares 15,334 Est. Cost $273.60 Unrealized
RINF PROSHARES TR 1.7%
Value ($000) $4 Shares 120,845 Est. Cost $31.19 Unrealized
TPHD TIMOTHY PLAN 1.6%
Value ($000) $4 Shares 117,789 Est. Cost $29.61 Unrealized
BLES NORTHERN LTS FD TR IV 1.4%
Value ($000) $3 Shares 108,342 Est. Cost $33.41 Unrealized
IOO ISHARES TR 1.4%
Value ($000) $3 Shares 50,383 Est. Cost $60.12 Unrealized
GDMA EA SERIES TRUST 1.3%
Value ($000) $3 Shares 97,606 Est. Cost $31.33 Unrealized
BIBL NORTHERN LTS FD TR IV 1.2%
Value ($000) $3 Shares 96,140 Est. Cost $30.64 Unrealized
ANGL VANECK ETF TRUST 1.1%
Value ($000) $3 Shares 93,695 Est. Cost $24.90 Unrealized
FALN ISHARES TR 1.0%
Value ($000) $2 Shares 93,195 Est. Cost $23.90 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $2 Shares 17,459 Est. Cost $86.56 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2 Shares 15,716 Est. Cost $151.65 Unrealized -7.2%
GLD SPDR GOLD TR 0.7%
Value ($000) $2 Shares 10,007 Est. Cost $162.34 Unrealized
SMH VANECK ETF TRUST 0.7%
Value ($000) $2 Shares 7,666 Est. Cost $187.81 Unrealized
SYLD CAMBRIA ETF TR 0.6%
Value ($000) $1 Shares 24,873 Est. Cost $53.25 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1 Shares 5,986 Est. Cost $287.37 Unrealized -18.6%
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1 Shares 23,403 Est. Cost $53.14 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1 Shares 12,307 Est. Cost $96.17 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1 Shares 3,533 Est. Cost $244.81 Unrealized
IHF ISHARES TR 0.5%
Value ($000) $1 Shares 4,253 Est. Cost $136.03 Unrealized
WWJD NORTHERN LTS FD TR IV 0.5%
Value ($000) $1 Shares 43,358 Est. Cost $23.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1 Shares 2,066 Est. Cost $458.19 Unrealized +9.2%
GUGGENHEIM STRATEGIC OPPORTU 0.4%
Value ($000) $1 Shares 63,586 Est. Cost $15.36 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $1 Shares 24,175 Est. Cost $37.82 Unrealized
DJP BARCLAYS BANK PLC 0.4%
Value ($000) $1 Shares 27,789 Est. Cost $33.92 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1 Shares 12,470 Est. Cost $0.07 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1 Shares 2,426 Est. Cost $280.22 Unrealized +23.4%
IEFA ISHARES TR 0.4%
Value ($000) $1 Shares 14,085 Est. Cost $0.06 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1 Shares 5,571 Est. Cost $0.15 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1 Shares 9,570 Est. Cost $126.33 Unrealized -21.8%
IWB ISHARES TR 0.3%
Value ($000) $1 Shares 3,689 Est. Cost $0.21 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1 Shares 4,511 Est. Cost $129.57 Unrealized +5.9%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1 Shares 3,629 Est. Cost $0.19 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1 Shares 3,483 Est. Cost $208.67 Unrealized -9.8%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1 Shares 16,029 Est. Cost $36.17 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1 Shares 2,047 Est. Cost $291.10 Unrealized -3.4%
IVW ISHARES TR 0.3%
Value ($000) $1 Shares 10,514 Est. Cost $0.06 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1 Shares 6,283 Est. Cost $0.10 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1 Shares 6,359 Est. Cost $83.45 Unrealized +3.0%
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1 Shares 9,225 Est. Cost $64.77 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1 Shares 1,214 Est. Cost $376.65 Unrealized +24.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1 Shares 3,525 Est. Cost $142.37 Unrealized 0.0%
XMPT VANECK ETF TRUST 0.2%
Value ($000) $1 Shares 23,535 Est. Cost $20.52 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1 Shares 2,973 Est. Cost $107.37 Unrealized +48.4%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $0 Shares 957 Est. Cost $424.48 Unrealized +14.1%
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 3,949 Est. Cost $284.85 Unrealized -33.5%
SYY SYSCO CORP 0.2%
Value ($000) $0 Shares 6,349 Est. Cost $72.62 Unrealized +1.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $0 Shares 5,622 Est. Cost $56.24 Unrealized +25.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 4,006 Est. Cost $89.89 Unrealized +21.7%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $0 Shares 6,563 Est. Cost $0.07 Unrealized
T AT&T INC 0.2%
Value ($000) $0 Shares 25,597 Est. Cost $16.01 Unrealized -5.6%
V VISA INC 0.2%
Value ($000) $0 Shares 2,268 Est. Cost $198.34 Unrealized -0.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $0 Shares 1,625 Est. Cost $161.85 Unrealized -13.8%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $0 Shares 3,484 Est. Cost $108.19 Unrealized +5.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $0 Shares 1,428 Est. Cost $313.72 Unrealized -5.3%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $0 Shares 3,014 Est. Cost $23.64 Unrealized -38.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $0 Shares 6,196 Est. Cost $60.90 Unrealized +22.9%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $0 Shares 1,234 Est. Cost $339.80 Unrealized -4.8%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $0 Shares 4,536 Est. Cost $87.92 Unrealized -5.9%
AFL AFLAC INC 0.2%
Value ($000) $0 Shares 5,851 Est. Cost $52.34 Unrealized +19.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $0 Shares 836 Est. Cost $397.88 Unrealized +7.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $0 Shares 5,553 Est. Cost $57.83 Unrealized +12.8%
CSX CSX CORP 0.2%
Value ($000) $0 Shares 12,911 Est. Cost $31.89 Unrealized -9.9%
SNPS SYNOPSYS INC 0.2%
Value ($000) $0 Shares 1,234 Est. Cost $331.13 Unrealized -5.5%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 909 Est. Cost $463.62 Unrealized -12.9%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $0 Shares 7,493 Est. Cost $0.05 Unrealized
STE STERIS PLC 0.2%
Value ($000) $0 Shares 2,071 Est. Cost $167.02 Unrealized +2.3%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $0 Shares 2,708 Est. Cost $86.67 Unrealized -7.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $0 Shares 4,477 Est. Cost $72.93 Unrealized 0.0%
NUE NUCOR CORP 0.2%
Value ($000) $0 Shares 2,832 Est. Cost $127.87 Unrealized +1.4%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $0 Shares 2,344 Est. Cost $147.93 Unrealized +3.5%
CDW CDW CORP 0.2%
Value ($000) $0 Shares 2,024 Est. Cost $168.86 Unrealized 0.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $0 Shares 10,975 Est. Cost $25.88 Unrealized +9.1%
MPC MARATHON PETE CORP 0.2%
Value ($000) $0 Shares 3,100 Est. Cost $59.03 Unrealized +80.3%
CCI CROWN CASTLE INC 0.2%
Value ($000) $0 Shares 2,641 Est. Cost $137.41 Unrealized -17.3%
PSX PHILLIPS 66 0.2%
Value ($000) $0 Shares 3,416 Est. Cost $80.94 Unrealized +12.9%
NDAQ NASDAQ INC 0.2%
Value ($000) $0 Shares 5,788 Est. Cost $58.89 Unrealized +1.2%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $0 Shares 9,059 Est. Cost $33.15 Unrealized +7.0%
TPLC TIMOTHY PLAN 0.1%
Value ($000) $0 Shares 10,347 Est. Cost $31.27 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $0 Shares 8,379 Est. Cost $32.51 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 1,923 Est. Cost $159.93 Unrealized -1.8%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $0 Shares 6,699 Est. Cost $0.05 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $0 Shares 2,077 Est. Cost $170.14 Unrealized -6.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 8,511 Est. Cost $0.04 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 7,446 Est. Cost $0.04 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $0 Shares 2,976 Est. Cost $97.62 Unrealized 0.0%
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 7,154 Est. Cost $41.25 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $0 Shares 2,174 Est. Cost $137.43 Unrealized +21.8%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 2,286 Est. Cost $44.03 Unrealized +3.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $0 Shares 5,069 Est. Cost $40.18 Unrealized +43.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 2,925 Est. Cost $142.25 Unrealized -23.5%
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $0 Shares 10,089 Est. Cost $23.98 Unrealized +17.0%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $0 Shares 10,621 Est. Cost $0.03 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $0 Shares 2,514 Est. Cost $118.64 Unrealized
HUSV FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $0 Shares 9,476 Est. Cost $0.03 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 7,558 Est. Cost $40.83 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $0 Shares 2,538 Est. Cost $122.03 Unrealized -0.3%
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 2,729 Est. Cost $128.13 Unrealized -21.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $0 Shares 3,495 Est. Cost $109.80 Unrealized -14.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $0 Shares 426 Est. Cost $733.79 Unrealized 0.0%
TIP ISHARES TR 0.1%
Value ($000) $0 Shares 2,872 Est. Cost $0.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $0 Shares 1,052 Est. Cost $247.73 Unrealized +23.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $0 Shares 9,004 Est. Cost $35.76 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $0 Shares 3,249 Est. Cost $74.40 Unrealized +12.4%
CI CIGNA CORP NEW 0.1%
Value ($000) $0 Shares 906 Est. Cost $210.87 Unrealized +41.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,137 Est. Cost $228.74 Unrealized +7.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 6,815 Est. Cost $40.93 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value ($000) $0 Shares 2,687 Est. Cost $86.25 Unrealized +22.2%
SHY ISHARES TR 0.1%
Value ($000) $0 Shares 3,659 Est. Cost $0.08 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $0 Shares 4,946 Est. Cost $55.81 Unrealized +9.6%
ADSK AUTODESK INC 0.1%
Value ($000) $0 Shares 1,554 Est. Cost $200.68 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,670 Est. Cost $159.83 Unrealized -7.4%
IVV ISHARES TR 0.1%
Value ($000) $0 Shares 753 Est. Cost $317.44 Unrealized
APTIV PLC 0.1%
Value ($000) $0 Shares 3,096 Est. Cost $104.55 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 5,702 Est. Cost $0.05 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $0 Shares 198 Est. Cost $1258.86 Unrealized +6.3%
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 1,935 Est. Cost $160.29 Unrealized -10.7%
KR KROGER CO 0.1%
Value ($000) $0 Shares 6,355 Est. Cost $49.03 Unrealized -12.6%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $0 Shares 4,302 Est. Cost $0.07 Unrealized
POOL POOL CORP 0.1%
Value ($000) $0 Shares 932 Est. Cost $309.46 Unrealized -1.9%
SOXX ISHARES TR 0.1%
Value ($000) $0 Shares 807 Est. Cost $0.35 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $0 Shares 747 Est. Cost $341.28 Unrealized +7.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $0 Shares 1,181 Est. Cost $300.73 Unrealized -25.3%
CMS CMS ENERGY CORP 0.1%
Value ($000) $0 Shares 4,399 Est. Cost $60.27 Unrealized -11.1%
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 1,255 Est. Cost $196.27 Unrealized +1.9%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 3,640 Est. Cost $0.08 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $0 Shares 1,173 Est. Cost $214.74 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $0 Shares 5,230 Est. Cost $51.79 Unrealized -21.8%
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value ($000) $0 Shares 4,029 Est. Cost $66.87 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $0 Shares 13,972 Est. Cost $12.24 Unrealized -6.3%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 14,778 Est. Cost $0.02 Unrealized
VMWARE INC 0.1%
Value ($000) $0 Shares 2,061 Est. Cost $99.47 Unrealized
G GENPACT LIMITED 0.1%
Value ($000) $0 Shares 5,438 Est. Cost $43.51 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 102 Est. Cost $1986.06 Unrealized +21.7%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 5,721 Est. Cost $0.04 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $0 Shares 666 Est. Cost $337.92 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $0 Shares 21,438 Est. Cost $12.51 Unrealized -19.5%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 853 Est. Cost $275.48 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 1,852 Est. Cost $112.89 Unrealized +4.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $0 Shares 1,390 Est. Cost $178.37 Unrealized -3.5%
BPOP POPULAR INC 0.1%
Value ($000) $0 Shares 3,669 Est. Cost $71.68 Unrealized -12.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 6,086 Est. Cost $37.09 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 2,911 Est. Cost $73.82 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $0 Shares 1,810 Est. Cost $133.29 Unrealized 0.0%
CWB SPDR SER TR 0.1%
Value ($000) $0 Shares 3,628 Est. Cost $0.06 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $0 Shares 741 Est. Cost $291.87 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 3,105 Est. Cost $95.69 Unrealized -17.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $0 Shares 1,992 Est. Cost $106.57 Unrealized 0.0%
ENTG ENTEGRIS INC 0.1%
Value ($000) $0 Shares 3,467 Est. Cost $107.51 Unrealized -32.4%
FPX FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 2,875 Est. Cost $0.08 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 7,512 Est. Cost $40.97 Unrealized -15.7%
NULV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 6,543 Est. Cost $0.03 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 4,508 Est. Cost $0.05 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 1,645 Est. Cost $0.14 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $0 Shares 4,885 Est. Cost $0.05 Unrealized
LINDE PLC 0.1%
Value ($000) $0 Shares 674 Est. Cost $0.33 Unrealized
AON AON PLC 0.1%
Value ($000) $0 Shares 727 Est. Cost $285.70 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 1,430 Est. Cost $137.29 Unrealized -5.5%
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 3,161 Est. Cost $0.07 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 4,416 Est. Cost $0.05 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 255 Est. Cost $53.77 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 1,176 Est. Cost $160.89 Unrealized 0.0%
FIVN FIVE9 INC 0.1%
Value ($000) $0 Shares 3,123 Est. Cost $128.12 Unrealized -51.0%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $0 Shares 7,137 Est. Cost $35.85 Unrealized -32.8%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 3,165 Est. Cost $0.06 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $0 Shares 2,257 Est. Cost $0.09 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $0 Shares 4,073 Est. Cost $0.05 Unrealized
HDMV FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $0 Shares 7,393 Est. Cost $0.03 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 10,800 Est. Cost $0.01 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.1%
Value ($000) $0 Shares 38,586 Est. Cost $6.29 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.35 Unrealized -31.9%