OneAscent Financial Services LLC Quant / Systematic

CIK: 0001780985 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $384 (100.0% shares, 0.0% debt)

Holdings (273)

OACP UNIFIED SER TR 12.2%
Value ($000) $47 Shares 2,153,520 Est. Cost $19.48 Unrealized
OAIM UNIFIED SER TR 6.8%
Value ($000) $26 Shares 920,566 Est. Cost $14.16 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 4.4%
Value ($000) $17 Shares 293,096 Est. Cost $4.30 Unrealized
OALC UNIFIED SER TR 4.1%
Value ($000) $16 Shares 700,299 Est. Cost $19.92 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $11 Shares 262,088 Est. Cost $2.14 Unrealized
OAEM UNIFIED SER TR 2.9%
Value ($000) $11 Shares 417,712 Est. Cost $16.15 Unrealized
VOO VANGUARD INDEX FDS 2.6%
Value ($000) $10 Shares 25,111 Est. Cost $0.39 Unrealized
VTI VANGUARD INDEX FDS 2.5%
Value ($000) $10 Shares 44,768 Est. Cost $0.21 Unrealized
TPHD TIMOTHY PLAN 2.3%
Value ($000) $9 Shares 284,618 Est. Cost $0.03 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $6 Shares 68,854 Est. Cost $0.09 Unrealized
PTLC PACER FDS TR 1.5%
Value ($000) $6 Shares 142,879 Est. Cost $0.04 Unrealized
CWB SPDR SER TR 1.4%
Value ($000) $5 Shares 78,642 Est. Cost $0.07 Unrealized
LVHI LEGG MASON ETF INVT 1.3%
Value ($000) $5 Shares 178,940 Est. Cost $0.03 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $5 Shares 27,699 Est. Cost $181.32 Unrealized 0.0%
ICVT ISHARES TR 1.2%
Value ($000) $5 Shares 60,945 Est. Cost $0.07 Unrealized
SCHM SCHWAB STRATEGIC TR 1.2%
Value ($000) $4 Shares 66,248 Est. Cost $0.07 Unrealized
DBEF DBX ETF TR 1.1%
Value ($000) $4 Shares 116,139 Est. Cost $0.03 Unrealized
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $4 Shares 118,324 Est. Cost $0.03 Unrealized
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $4 Shares 80,009 Est. Cost $0.05 Unrealized
SMH VANECK ETF TRUST 1.0%
Value ($000) $4 Shares 26,861 Est. Cost $0.14 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $3 Shares 164,108 Est. Cost $0.02 Unrealized
TDTF FLEXSHARES TR 0.9%
Value ($000) $3 Shares 149,436 Est. Cost $0.02 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $3 Shares 76,357 Est. Cost $0.04 Unrealized
ANGL VANECK ETF TRUST 0.8%
Value ($000) $3 Shares 119,357 Est. Cost $16.93 Unrealized
IOO ISHARES TR 0.8%
Value ($000) $3 Shares 43,663 Est. Cost $0.07 Unrealized
FRME FIRST MERCHANTS CORP 0.8%
Value ($000) $3 Shares 113,408 Est. Cost $27.26 Unrealized 0.0%
BLES NORTHERN LTS FD TR IV 0.8%
Value ($000) $3 Shares 96,634 Est. Cost $33.41 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value ($000) $3 Shares 39,664 Est. Cost $0.08 Unrealized
SPHY SPDR SER TR 0.7%
Value ($000) $3 Shares 119,238 Est. Cost $0.02 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $3 Shares 14,122 Est. Cost $0.19 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $3 Shares 14,800 Est. Cost $109.82 Unrealized
BIBL NORTHERN LTS FD TR IV 0.7%
Value ($000) $3 Shares 80,681 Est. Cost $30.64 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $2 Shares 7,900 Est. Cost $324.59 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2 Shares 5,647 Est. Cost $0.43 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2 Shares 29,901 Est. Cost $0.08 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.6%
Value ($000) $2 Shares 98,865 Est. Cost $0.02 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $2 Shares 10,524 Est. Cost $0.21 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $2 Shares 20,988 Est. Cost $0.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2 Shares 5,960 Est. Cost $354.77 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $2 Shares 15,138 Est. Cost $134.00 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $2 Shares 25,071 Est. Cost $0.08 Unrealized
MARB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2 Shares 94,492 Est. Cost $0.02 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $2 Shares 25,277 Est. Cost $0.08 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2 Shares 36,154 Est. Cost $0.05 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2 Shares 4,246 Est. Cost $27.90 Unrealized +60.5%
RWJ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2 Shares 50,027 Est. Cost $23.71 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $2 Shares 35,097 Est. Cost $0.05 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $2 Shares 36,268 Est. Cost $0.05 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2 Shares 11,526 Est. Cost $144.12 Unrealized 0.0%
FDVV FIDELITY COVINGTON TRUST 0.4%
Value ($000) $2 Shares 43,058 Est. Cost $0.04 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2 Shares 21,821 Est. Cost $0.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2 Shares 3,039 Est. Cost $461.72 Unrealized +1.8%
TPSC TIMOTHY PLAN 0.4%
Value ($000) $1 Shares 46,796 Est. Cost $0.03 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1 Shares 32,134 Est. Cost $0.04 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1 Shares 6,064 Est. Cost $0.21 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $1 Shares 34,640 Est. Cost $26.42 Unrealized
DJP BARCLAYS BANK PLC 0.3%
Value ($000) $1 Shares 40,245 Est. Cost $23.43 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.3%
Value ($000) $1 Shares 54,873 Est. Cost $0.02 Unrealized
GNR SPDR INDEX SHS FDS 0.3%
Value ($000) $1 Shares 22,064 Est. Cost $0.05 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $1 Shares 25,256 Est. Cost $0.05 Unrealized
IGF ISHARES TR 0.3%
Value ($000) $1 Shares 27,567 Est. Cost $0.04 Unrealized
WWJD NORTHERN LTS FD TR IV 0.3%
Value ($000) $1 Shares 44,257 Est. Cost $13.19 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.3%
Value ($000) $1 Shares 18,010 Est. Cost $0.07 Unrealized
TAXF AMERICAN CENTY ETF TR 0.3%
Value ($000) $1 Shares 23,481 Est. Cost $0.05 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1 Shares 4,373 Est. Cost $277.71 Unrealized -7.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1 Shares 25,703 Est. Cost $0.04 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1 Shares 25,331 Est. Cost $0.04 Unrealized
V VISA INC 0.3%
Value ($000) $1 Shares 4,447 Est. Cost $216.65 Unrealized +9.0%
IEMG ISHARES INC 0.3%
Value ($000) $1 Shares 21,253 Est. Cost $0.05 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1 Shares 1,862 Est. Cost $506.78 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1 Shares 7,184 Est. Cost $0.14 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1 Shares 17,225 Est. Cost $0.06 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 28,896 Est. Cost $0.03 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $1 Shares 10,135 Est. Cost $0.09 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1 Shares 6,388 Est. Cost $124.51 Unrealized +14.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 20,043 Est. Cost $37.17 Unrealized +22.9%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1 Shares 11,991 Est. Cost $0.08 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1 Shares 6,030 Est. Cost $131.34 Unrealized +3.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1 Shares 7,623 Est. Cost $100.18 Unrealized +0.8%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 37,150 Est. Cost $0.02 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1 Shares 6,636 Est. Cost $116.45 Unrealized +10.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1 Shares 5,381 Est. Cost $153.28 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1 Shares 2,081 Est. Cost $357.46 Unrealized +10.8%
LOW LOWES COS INC 0.2%
Value ($000) $1 Shares 3,898 Est. Cost $214.91 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $1 Shares 1,568 Est. Cost $457.91 Unrealized +14.6%
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $1 Shares 15,667 Est. Cost $0.05 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1 Shares 2,501 Est. Cost $259.86 Unrealized +15.1%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1 Shares 2,073 Est. Cost $225.89 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $1 Shares 7,356 Est. Cost $0.09 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1 Shares 2,260 Est. Cost $302.97 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $1 Shares 7,685 Est. Cost $85.34 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1 Shares 17,382 Est. Cost $0.04 Unrealized
EIX EDISON INTL 0.2%
Value ($000) $1 Shares 10,463 Est. Cost $62.39 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 9,284 Est. Cost $0.07 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 9,410 Est. Cost $0.07 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1 Shares 3,173 Est. Cost $202.94 Unrealized +5.2%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 13,264 Est. Cost $0.05 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1 Shares 4,813 Est. Cost $118.99 Unrealized +8.5%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 1,303 Est. Cost $482.70 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $1 Shares 5,775 Est. Cost $89.44 Unrealized +26.1%
WMT WALMART INC 0.2%
Value ($000) $1 Shares 3,803 Est. Cost $51.81 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1 Shares 6,169 Est. Cost $0.11 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1 Shares 12,885 Est. Cost $0.05 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1 Shares 2,856 Est. Cost $110.75 Unrealized +76.8%
SLV ISHARES SILVER TR 0.1%
Value ($000) $1 Shares 27,741 Est. Cost $0.02 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $1 Shares 1,285 Est. Cost $0.43 Unrealized
MUST COLUMBIA ETF TR I 0.1%
Value ($000) $1 Shares 28,386 Est. Cost $0.02 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 11,492 Est. Cost $0.05 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 3,431 Est. Cost $0.15 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 5,320 Est. Cost $108.55 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $1 Shares 6,654 Est. Cost $0.08 Unrealized
HYMB SPDR SER TR 0.1%
Value ($000) $1 Shares 22,526 Est. Cost $0.02 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 19,450 Est. Cost $0.03 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1 Shares 12,777 Est. Cost $40.69 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $1 Shares 1,269 Est. Cost $199.48 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1 Shares 4,912 Est. Cost $0.10 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1 Shares 2,150 Est. Cost $118.33 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 3,377 Est. Cost $158.88 Unrealized 0.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $0 Shares 15,066 Est. Cost $35.45 Unrealized -2.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 7,118 Est. Cost $64.57 Unrealized 0.0%
ABNB AIRBNB INC 0.1%
Value ($000) $0 Shares 3,570 Est. Cost $138.06 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $269.51 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $0 Shares 1,277 Est. Cost $38.14 Unrealized +11.2%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 9,536 Est. Cost $0.05 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 7,144 Est. Cost $67.04 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $0 Shares 1,027 Est. Cost $447.51 Unrealized 0.0%
ITB ISHARES TR 0.1%
Value ($000) $0 Shares 5,883 Est. Cost $0.08 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 817 Est. Cost $394.17 Unrealized +35.0%
FDX FEDEX CORP 0.1%
Value ($000) $0 Shares 1,716 Est. Cost $246.77 Unrealized 0.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 9,858 Est. Cost $26.51 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $0 Shares 8,524 Est. Cost $34.33 Unrealized +52.7%
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 3,964 Est. Cost $123.21 Unrealized -8.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 1,066 Est. Cost $415.09 Unrealized 0.0%
POOL POOL CORP 0.1%
Value ($000) $0 Shares 1,223 Est. Cost $316.82 Unrealized +11.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 2,833 Est. Cost $71.72 Unrealized +84.9%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $0 Shares 3,843 Est. Cost $88.66 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $0 Shares 2,048 Est. Cost $210.13 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $0 Shares 27,949 Est. Cost $15.83 Unrealized -18.2%
CDW CDW CORP 0.1%
Value ($000) $0 Shares 2,082 Est. Cost $168.86 Unrealized +14.5%
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $0 Shares 20,061 Est. Cost $0.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $0 Shares 1,366 Est. Cost $286.02 Unrealized +6.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,535 Est. Cost $0.27 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $0 Shares 3,911 Est. Cost $102.84 Unrealized -2.9%
TRGP TARGA RES CORP 0.1%
Value ($000) $0 Shares 4,714 Est. Cost $71.06 Unrealized +10.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 3,337 Est. Cost $91.37 Unrealized +18.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $0 Shares 11,600 Est. Cost $30.87 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 3,197 Est. Cost $103.33 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $0 Shares 528 Est. Cost $735.97 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $0 Shares 835 Est. Cost $469.45 Unrealized 0.0%
LAD LITHIA MTRS INC 0.1%
Value ($000) $0 Shares 1,298 Est. Cost $304.77 Unrealized 0.0%
FEP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $0 Shares 11,440 Est. Cost $0.03 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $0 Shares 30,054 Est. Cost $11.09 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $0 Shares 855 Est. Cost $436.66 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $0 Shares 2,369 Est. Cost $159.50 Unrealized 0.0%
STE STERIS PLC 0.1%
Value ($000) $0 Shares 1,683 Est. Cost $169.22 Unrealized +30.9%
ABT ABBOTT LABS 0.1%
Value ($000) $0 Shares 3,785 Est. Cost $100.45 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $0 Shares 331 Est. Cost $1225.41 Unrealized 0.0%
XT ISHARES TR 0.1%
Value ($000) $0 Shares 7,015 Est. Cost $0.06 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $0 Shares 13,295 Est. Cost $27.82 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 2,565 Est. Cost $108.19 Unrealized +12.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $0 Shares 2,969 Est. Cost $117.75 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 2,582 Est. Cost $140.40 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $0 Shares 10,670 Est. Cost $0.03 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 2,108 Est. Cost $145.76 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $0 Shares 4,672 Est. Cost $74.59 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $0 Shares 987 Est. Cost $258.31 Unrealized +35.4%
FJP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $0 Shares 6,811 Est. Cost $0.05 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $0 Shares 1,172 Est. Cost $272.79 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $0 Shares 3,836 Est. Cost $0.09 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $0 Shares 759 Est. Cost $346.30 Unrealized +20.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 4,040 Est. Cost $83.44 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $0 Shares 2,323 Est. Cost $131.75 Unrealized 0.0%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $0 Shares 10,689 Est. Cost $0.03 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 17,802 Est. Cost $0.02 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $0 Shares 5,029 Est. Cost $0.06 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 578 Est. Cost $101.27 Unrealized +12.6%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 844 Est. Cost $397.95 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 17,733 Est. Cost $0.02 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 2,829 Est. Cost $110.06 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $0 Shares 3,419 Est. Cost $0.09 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $0 Shares 4,134 Est. Cost $70.68 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $262.23 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 1,864 Est. Cost $86.56 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $0 Shares 2,104 Est. Cost $0.15 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 779 Est. Cost $391.41 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $0 Shares 1,311 Est. Cost $219.09 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $0 Shares 3,123 Est. Cost $0.09 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $0 Shares 5,515 Est. Cost $41.61 Unrealized +42.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 575 Est. Cost $528.90 Unrealized 0.0%
FDLS NORTHERN LTS FD TR IV 0.1%
Value ($000) $0 Shares 10,850 Est. Cost $0.03 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value ($000) $0 Shares 2,687 Est. Cost $115.15 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $0 Shares 474 Est. Cost $0.72 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 3,980 Est. Cost $67.21 Unrealized 0.0%
WDAY WORKDAY INC 0.1%
Value ($000) $0 Shares 1,258 Est. Cost $231.89 Unrealized 0.0%
XP XP INC 0.1%
Value ($000) $0 Shares 11,669 Est. Cost $25.07 Unrealized 0.0%
GSK GSK PLC 0.1%
Value ($000) $0 Shares 7,394 Est. Cost $0.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 1,584 Est. Cost $167.15 Unrealized 0.0%
NU NU HLDGS LTD 0.1%
Value ($000) $0 Shares 36,838 Est. Cost $7.48 Unrealized 0.0%
FTXN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 8,887 Est. Cost $0.03 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.1%
Value ($000) $0 Shares 73,176 Est. Cost $3.28 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $0 Shares 6,082 Est. Cost $0.04 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $0 Shares 86 Est. Cost $2599.14 Unrealized +14.6%
CMS CMS ENERGY CORP 0.1%
Value ($000) $0 Shares 4,973 Est. Cost $53.74 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 966 Est. Cost $231.86 Unrealized 0.0%
COWZ PACER FDS TR 0.1%
Value ($000) $0 Shares 5,245 Est. Cost $22.34 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $0 Shares 4,399 Est. Cost $64.97 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $0 Shares 5,724 Est. Cost $44.64 Unrealized 0.0%
PNR PENTAIR PLC 0.1%
Value ($000) $0 Shares 3,933 Est. Cost $57.47 Unrealized +14.2%
APTIV PLC 0.1%
Value ($000) $0 Shares 2,558 Est. Cost $101.65 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $0 Shares 302 Est. Cost $59.20 Unrealized +41.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 1,232 Est. Cost $41.57 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $0 Shares 7,701 Est. Cost $30.85 Unrealized -6.0%
MMM 3M CO 0.1%
Value ($000) $0 Shares 2,663 Est. Cost $79.56 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $0 Shares 1,476 Est. Cost $155.44 Unrealized 0.0%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 4,183 Est. Cost $0.06 Unrealized
CSX CSX CORP 0.1%
Value ($000) $0 Shares 8,031 Est. Cost $30.58 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 4,315 Est. Cost $55.72 Unrealized 0.0%
EPI WISDOMTREE TR 0.1%
Value ($000) $0 Shares 6,587 Est. Cost $0.04 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $0 Shares 11,842 Est. Cost $13.88 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $0 Shares 1,246 Est. Cost $218.79 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $0 Shares 1,770 Est. Cost $137.33 Unrealized +0.4%
ITOT ISHARES TR 0.1%
Value ($000) $0 Shares 2,500 Est. Cost $0.09 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 3,161 Est. Cost $29.88 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $0 Shares 3,080 Est. Cost $81.96 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 1,096 Est. Cost $171.27 Unrealized +22.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 4,650 Est. Cost $0.04 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 11,191 Est. Cost $0.02 Unrealized
EWW ISHARES INC 0.1%
Value ($000) $0 Shares 3,974 Est. Cost $0.06 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,344 Est. Cost $57.22 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 5,035 Est. Cost $0.05 Unrealized
ESI ELEMENT SOLUTIONS INC 0.1%
Value ($000) $0 Shares 11,662 Est. Cost $19.23 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $0 Shares 1,138 Est. Cost $166.51 Unrealized +8.2%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 2,125 Est. Cost $95.69 Unrealized +1.8%
GLBE GLOBAL E ONLINE LTD 0.1%
Value ($000) $0 Shares 5,648 Est. Cost $32.90 Unrealized +22.4%
DHI D R HORTON INC 0.1%
Value ($000) $0 Shares 2,052 Est. Cost $116.99 Unrealized 0.0%
ARGX ARGENX SE 0.1%
Value ($000) $0 Shares 449 Est. Cost $0.49 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,420 Est. Cost $151.64 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 243 Est. Cost $61.07 Unrealized +2.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 4,068 Est. Cost $50.30 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $0 Shares 1,180 Est. Cost $173.86 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 1,251 Est. Cost $162.23 Unrealized +9.1%
HUM HUMANA INC 0.1%
Value ($000) $0 Shares 443 Est. Cost $456.59 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $0 Shares 1,393 Est. Cost $134.18 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $0 Shares 623 Est. Cost $348.82 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $0 Shares 6,393 Est. Cost $32.50 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 769 Est. Cost $261.47 Unrealized 0.0%
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $0 Shares 5,696 Est. Cost $0.04 Unrealized
ENTG ENTEGRIS INC 0.1%
Value ($000) $0 Shares 2,222 Est. Cost $106.90 Unrealized -7.3%
INDA ISHARES TR 0.1%
Value ($000) $0 Shares 4,735 Est. Cost $0.04 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $0 Shares 1,949 Est. Cost $100.40 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $0 Shares 557 Est. Cost $352.90 Unrealized +4.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $0 Shares 1,847 Est. Cost $103.58 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $0 Shares 898 Est. Cost $230.07 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 3,604 Est. Cost $64.42 Unrealized 0.0%
SONY SONY GROUP CORP 0.1%
Value ($000) $0 Shares 2,482 Est. Cost $0.08 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 3,412 Est. Cost $0.05 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 4,335 Est. Cost $0.05 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 4,269 Est. Cost $0.05 Unrealized
NKE NIKE INC 0.1%
Value ($000) $0 Shares 2,114 Est. Cost $98.24 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,275 Est. Cost $0.16 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $0 Shares 3,393 Est. Cost $0.06 Unrealized
TREX TREX CO INC 0.1%
Value ($000) $0 Shares 3,255 Est. Cost $68.61 Unrealized 0.0%
SAP SAP SE 0.1%
Value ($000) $0 Shares 1,556 Est. Cost $0.13 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $0 Shares 2,774 Est. Cost $91.90 Unrealized -11.6%
IEX IDEX CORP 0.1%
Value ($000) $0 Shares 960 Est. Cost $213.88 Unrealized -1.7%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $0 Shares 230 Est. Cost $858.21 Unrealized 0.0%
VMWARE INC 0.1%
Value ($000) $0 Shares 1,204 Est. Cost $0.17 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 14,479 Est. Cost $8.47 Unrealized +10.3%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 11,463 Est. Cost $0.01 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $0 Shares 15,263 Est. Cost $0.00 Unrealized
ENIC ENEL CHILE S.A. 0.0%
Value ($000) $0 Shares 11,235 Est. Cost $0.00 Unrealized
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $0.00 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.35 Unrealized -20.1%