ESL Trust Services, LLC Diversified Active

CIK: 0001785545 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $410,635 (100.0% shares, 0.0% debt)

Holdings (258)

IVV ISHARES CORE S&P 500 (MKT) 15.3%
Value ($000) $63,002 Shares 115,128 Est. Cost $341.02 Unrealized
SPYG SPDR PORTFOLIO S&P 12.1%
Value ($000) $49,739 Shares 620,730 Est. Cost $63.04 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 11.1%
Value ($000) $45,609 Shares 586,534 Est. Cost $59.78 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND 10.5%
Value ($000) $42,995 Shares 528,970 Est. Cost $69.38 Unrealized
AVDE AVANTIS INTL EQ ETF 10.4%
Value ($000) $42,874 Shares 688,630 Est. Cost $51.81 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 8.7%
Value ($000) $35,798 Shares 611,716 Est. Cost $85.45 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY 8.0%
Value ($000) $32,976 Shares 604,139 Est. Cost $55.10 Unrealized
XSOE WISDOMTREE EM MKTS EX-STT OWND 7.3%
Value ($000) $29,937 Shares 977,359 Est. Cost $30.42 Unrealized
FALN ISHARES FALN ANGLS USD BD ETF 7.1%
Value ($000) $29,094 Shares 1,110,893 Est. Cost $28.84 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.2%
Value ($000) $21,373 Shares 200,389 Est. Cost $86.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.9%
Value ($000) $3,614 Shares 48,253 Est. Cost $80.66 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE 0.4%
Value ($000) $1,778 Shares 37,940 Est. Cost $43.04 Unrealized
SPY SPDR S&P 500 (MKT) 0.3%
Value ($000) $1,253 Shares 2,302 Est. Cost $373.80 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $1,014 Shares 23,182 Est. Cost $37.24 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $995 Shares 2,227 Est. Cost $181.28 Unrealized +130.2%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $789 Shares 10,072 Est. Cost $69.65 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $510 Shares 1,400 Est. Cost $202.60 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $484 Shares 1,809 Est. Cost $260.99 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $349 Shares 1,658 Est. Cost $112.33 Unrealized +64.8%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $258 Shares 1,277 Est. Cost $175.16 Unrealized +8.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $224 Shares 3,821 Est. Cost $58.65 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $220 Shares 439 Est. Cost $480.70 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $217 Shares 2,984 Est. Cost $70.51 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $196 Shares 1,339 Est. Cost $147.65 Unrealized -4.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $185 Shares 910 Est. Cost $210.30 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $184 Shares 5,808 Est. Cost $26.12 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $165 Shares 1,331 Est. Cost $116.02 Unrealized +4.9%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $136 Shares 1,400 Est. Cost $97.94 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $125 Shares 1,055 Est. Cost $120.99 Unrealized
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $119 Shares 1,118 Est. Cost $107.22 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $117 Shares 1,434 Est. Cost $81.73 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $110 Shares 705 Est. Cost $134.10 Unrealized +1.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $108 Shares 357 Est. Cost $345.91 Unrealized -13.5%
INTC INTEL CORP 0.0%
Value ($000) $101 Shares 3,275 Est. Cost $43.87 Unrealized -25.9%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $100 Shares 515 Est. Cost $158.42 Unrealized +11.2%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $99 Shares 1,470 Est. Cost $67.86 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $99 Shares 540 Est. Cost $143.27 Unrealized +17.9%
GSK GSK PLC 0.0%
Value ($000) $96 Shares 2,500 Est. Cost $42.87 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $86 Shares 260 Est. Cost $268.86 Unrealized +16.7%
ORCL ORACLE CORP 0.0%
Value ($000) $85 Shares 600 Est. Cost $112.35 Unrealized +8.9%
O REALTY INCOME CORP 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $48.62 Unrealized +0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $83 Shares 721 Est. Cost $99.27 Unrealized +10.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $78 Shares 709 Est. Cost $94.67 Unrealized +4.2%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $77 Shares 465 Est. Cost $150.26 Unrealized +4.6%
GLD SPDR GOLD SHARES (MKT) 0.0%
Value ($000) $76 Shares 352 Est. Cost $215.01 Unrealized
ABBV ABBVIE INC SR NT 0.0%
Value ($000) $75 Shares 438 Est. Cost $160.68 Unrealized -2.2%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $73 Shares 949 Est. Cost $77.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $63 Shares 1,284 Est. Cost $50.17 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $61 Shares 731 Est. Cost $86.48 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $35.70 Unrealized +9.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $58 Shares 575 Est. Cost $84.95 Unrealized +7.5%
CB CHUBB LIMITED 0.0%
Value ($000) $58 Shares 228 Est. Cost $243.64 Unrealized +3.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $56 Shares 989 Est. Cost $58.55 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $55 Shares 400 Est. Cost $114.08 Unrealized +9.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $54 Shares 600 Est. Cost $84.13 Unrealized +4.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $53 Shares 1,119 Est. Cost $47.01 Unrealized -3.7%
PDBC INVESCO OPTM YD DVRS CDTY STRA 0.0%
Value ($000) $52 Shares 3,720 Est. Cost $14.05 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $52 Shares 500 Est. Cost $110.78 Unrealized -7.1%
PEP PEPSICO INC 0.0%
Value ($000) $52 Shares 313 Est. Cost $158.29 Unrealized +2.6%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $52 Shares 614 Est. Cost $83.58 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $50 Shares 231 Est. Cost $228.59 Unrealized
T AT&T INC 0.0%
Value ($000) $50 Shares 2,603 Est. Cost $15.70 Unrealized +3.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $44 Shares 672 Est. Cost $68.19 Unrealized -4.5%
SYY SYSCO CORP 0.0%
Value ($000) $43 Shares 600 Est. Cost $74.59 Unrealized -4.6%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. 0.0%
Value ($000) $43 Shares 399 Est. Cost $103.79 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 530 Est. Cost $75.48 Unrealized +1.7%
PFE PFIZER INC 0.0%
Value ($000) $41 Shares 1,480 Est. Cost $24.66 Unrealized +0.4%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $41 Shares 643 Est. Cost $61.53 Unrealized
GLW CORNING INC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $30.45 Unrealized +10.6%
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $38 Shares 2,630 Est. Cost $15.16 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $38 Shares 265 Est. Cost $142.74 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $36 Shares 187 Est. Cost $174.73 Unrealized +5.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 289 Est. Cost $98.59 Unrealized +8.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $34 Shares 66 Est. Cost $473.12 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $34 Shares 370 Est. Cost $85.38 Unrealized +7.5%
KO COCA COLA CO 0.0%
Value ($000) $33 Shares 515 Est. Cost $56.98 Unrealized +3.3%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $31 Shares 130 Est. Cost $249.86 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $30 Shares 307 Est. Cost $102.97 Unrealized +2.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $30 Shares 176 Est. Cost $171.42 Unrealized -3.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $30 Shares 250 Est. Cost $114.65 Unrealized +1.5%
BCE BCE INC 0.0%
Value ($000) $30 Shares 915 Est. Cost $32.49 Unrealized -10.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $28 Shares 249 Est. Cost $101.08 Unrealized +4.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $278.76 Unrealized -5.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $27 Shares 341 Est. Cost $28.53 Unrealized +10.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $26 Shares 664 Est. Cost $39.92 Unrealized -7.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $66.57 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $25 Shares 460 Est. Cost $51.60 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $22 Shares 200 Est. Cost $99.38 Unrealized +8.1%
WPC W P CAREY INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $56.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $22 Shares 528 Est. Cost $35.93 Unrealized +1.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $22 Shares 103 Est. Cost $200.17 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $21 Shares 141 Est. Cost $156.66 Unrealized -7.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $21 Shares 38 Est. Cost $560.25 Unrealized +1.7%
NVDA NVIDIA CORP 0.0%
Value ($000) $21 Shares 170 Est. Cost $101.05 Unrealized 0.0%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $44.22 Unrealized +0.3%
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $21 Shares 176 Est. Cost $124.43 Unrealized -2.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $21 Shares 264 Est. Cost $80.03 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $21 Shares 500 Est. Cost $46.17 Unrealized -11.2%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $20 Shares 87 Est. Cost $225.50 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $19 Shares 74 Est. Cost $278.01 Unrealized -8.3%
TLTE FLEXSHARES MORNINGSTAR EMERGING 0.0%
Value ($000) $19 Shares 350 Est. Cost $51.33 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $18 Shares 341 Est. Cost $50.60 Unrealized +6.9%
DOW DOW INC COM 0.0%
Value ($000) $18 Shares 341 Est. Cost $48.96 Unrealized +4.6%
EXC EXELON CORP 0.0%
Value ($000) $16 Shares 474 Est. Cost $33.22 Unrealized +4.6%
LIN LINDE PLC 0.0%
Value ($000) $16 Shares 37 Est. Cost $430.58 Unrealized 0.0%
BIL SPDR BLOOMBERG BARCLAY 1-3 0.0%
Value ($000) $16 Shares 176 Est. Cost $91.78 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.58 Unrealized +22.7%
BLACKROCK INC 0.0%
Value ($000) $16 Shares 20 Est. Cost $803.54 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $16 Shares 222 Est. Cost $67.61 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $133.14 Unrealized +2.5%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $321.44 Unrealized -15.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $42.64 Unrealized +10.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $15 Shares 93 Est. Cost $148.39 Unrealized 0.0%
ASML ASML HOLDING NV 0.0%
Value ($000) $14 Shares 14 Est. Cost $1022.71 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $14 Shares 65 Est. Cost $183.79 Unrealized 0.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $114.96 Unrealized
V VISA INC 0.0%
Value ($000) $13 Shares 51 Est. Cost $270.83 Unrealized 0.0%
GTY GETTY RLTY CORP NEW COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.35 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $13 Shares 131 Est. Cost $88.45 Unrealized +6.6%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $13 Shares 58 Est. Cost $221.35 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $12 Shares 120 Est. Cost $79.29 Unrealized +18.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $12 Shares 204 Est. Cost $56.87 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $12 Shares 50 Est. Cost $202.90 Unrealized +12.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $11 Shares 24 Est. Cost $441.57 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $11 Shares 22 Est. Cost $483.31 Unrealized 0.0%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $11 Shares 60 Est. Cost $174.41 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $11 Shares 53 Est. Cost $201.72 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $10 Shares 104 Est. Cost $81.45 Unrealized +13.8%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $10 Shares 57 Est. Cost $173.81 Unrealized
TDTT FLEXSHARES TR IBOXX 3R TARGT 0.0%
Value ($000) $9 Shares 400 Est. Cost $23.75 Unrealized
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $9 Shares 60 Est. Cost $135.07 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 59 Est. Cost $150.42 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $9 Shares 67 Est. Cost $130.81 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $9 Shares 111 Est. Cost $77.99 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 60 Est. Cost $139.62 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $8 Shares 42 Est. Cost $148.53 Unrealized +22.8%
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $8 Shares 48 Est. Cost $164.35 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $8 Shares 76 Est. Cost $48.69 Unrealized +5.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $8 Shares 5 Est. Cost $137.66 Unrealized 0.0%
LII LENNOX INTL INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $484.91 Unrealized 0.0%
TOTAL S A 0.0%
Value ($000) $8 Shares 120 Est. Cost $66.68 Unrealized
WMT WALMART INC 0.0%
Value ($000) $8 Shares 115 Est. Cost $61.97 Unrealized 0.0%
BSY BENTLEY SYS INC 0.0%
Value ($000) $8 Shares 157 Est. Cost $51.42 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $8 Shares 51 Est. Cost $126.14 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 24 Est. Cost $317.31 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $62.46 Unrealized 0.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $7 Shares 158 Est. Cost $44.38 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $327.56 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $271.44 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 192 Est. Cost $31.54 Unrealized +2.6%
WSO WATSCO INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $457.10 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $207.63 Unrealized 0.0%
COO COOPER COS INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $93.35 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $237.69 Unrealized -0.7%
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 76 Est. Cost $51.01 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 130 Est. Cost $45.88 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $235.79 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $6 Shares 7 Est. Cost $728.44 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH (MKT) 0.0%
Value ($000) $6 Shares 62 Est. Cost $84.44 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $29.54 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $6 Shares 115 Est. Cost $45.25 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 18 Est. Cost $304.09 Unrealized 0.0%
OEF ISHARES S&P 100 (MKT) 0.0%
Value ($000) $6 Shares 21 Est. Cost $247.43 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $5 Shares 23 Est. Cost $246.44 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $1064.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.08 Unrealized
POOL POOL CORP 0.0%
Value ($000) $5 Shares 17 Est. Cost $353.26 Unrealized 0.0%
SAIA SAIA INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $465.78 Unrealized 0.0%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $162.46 Unrealized 0.0%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $5 Shares 24 Est. Cost $226.59 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $5 Shares 51 Est. Cost $89.06 Unrealized 0.0%
ZWS ZURN ELKAY WATER SOLUTIONS CORP 0.0%
Value ($000) $5 Shares 164 Est. Cost $30.94 Unrealized 0.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $198.63 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $149.57 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $77.78 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $5 Shares 62 Est. Cost $71.51 Unrealized 0.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 39 Est. Cost $121.07 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $5 Shares 9 Est. Cost $527.65 Unrealized 0.0%
GWW GRAINGER WW INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $927.67 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4 Shares 3 Est. Cost $1292.47 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $398.28 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $122.13 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.84 Unrealized 0.0%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $4 Shares 8 Est. Cost $513.68 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL 0.0%
Value ($000) $4 Shares 39 Est. Cost $108.06 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $182.08 Unrealized +1.0%
ALC ALCON INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $84.91 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $194.99 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 9 Est. Cost $444.00 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 25 Est. Cost $153.50 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.50 Unrealized 0.0%
STM STMICROELECTRONICS NV-NY SHS 0.0%
Value ($000) $4 Shares 95 Est. Cost $39.28 Unrealized
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $115.94 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $4 Shares 4 Est. Cost $790.93 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $423.77 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $96.23 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $4 Shares 60 Est. Cost $58.52 Unrealized 0.0%
EXPO EXPONENT INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $88.07 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $396.07 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $130.64 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $3 Shares 22 Est. Cost $146.60 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 23 Est. Cost $147.92 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $333.33 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $151.20 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $87.39 Unrealized 0.0%
TFII TFI INTL INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $141.16 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $3 Shares 43 Est. Cost $71.79 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1578.70 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $3 Shares 6 Est. Cost $568.90 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $3 Shares 49 Est. Cost $63.20 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $3 Shares 53 Est. Cost $55.73 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $3 Shares 31 Est. Cost $100.12 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $732.37 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $202.83 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $305.10 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $236.61 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $3 Shares 49 Est. Cost $58.14 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $240.75 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $97.45 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $163.36 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $321.50 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $214.94 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 21 Est. Cost $115.38 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $236.81 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.13 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $126.86 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.97 Unrealized 0.0%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $182.28 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 5 Est. Cost $415.71 Unrealized 0.0%
VUZI VUZIX CORP COM 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $1.63 Unrealized -15.6%
INTU INTUIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $614.24 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $82.62 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $2 Shares 61 Est. Cost $30.93 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $144.22 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $178.70 Unrealized 0.0%
APTIV PLS SHS 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.42 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.33 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.48 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $117.83 Unrealized 0.0%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $1 Shares 26 Est. Cost $57.08 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.45 Unrealized 0.0%
LCII LCI INDS COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $100.60 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 5 Est. Cost $257.67 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $64.44 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.59 Unrealized 0.0%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $1 Shares 81 Est. Cost $17.00 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $57.61 Unrealized 0.0%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.74 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 10 Est. Cost $88.72 Unrealized +10.0%
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.77 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.12 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 Shares 26 Est. Cost $23.81 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.35 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.01 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.24 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.69 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.24 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.79 Unrealized 0.0%