ESL Trust Services, LLC Diversified Active

CIK: 0001785545 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 1, 2024

Total Value ($000): $441,553 (100.0% shares, 0.0% debt)

Holdings (233)

IVV ISHARES CORE S&P 500 (MKT) 15.1%
Value ($000) $66,848 Shares 115,890 Est. Cost $341.02 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 11.7%
Value ($000) $51,479 Shares 620,678 Est. Cost $63.04 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 11.2%
Value ($000) $49,616 Shares 586,966 Est. Cost $59.78 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND 10.6%
Value ($000) $46,681 Shares 528,788 Est. Cost $69.38 Unrealized
AVDE AVANTIS INTL EQ ETF 10.5%
Value ($000) $46,158 Shares 688,620 Est. Cost $51.81 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 8.6%
Value ($000) $38,141 Shares 612,016 Est. Cost $85.45 Unrealized
GQRE FLEXSHARES GLOBAL QUALITY REAL 8.5%
Value ($000) $37,622 Shares 604,139 Est. Cost $55.10 Unrealized
XSOE WISDOMTREE EM MKTS EX-STT OWND 7.3%
Value ($000) $32,299 Shares 977,871 Est. Cost $30.42 Unrealized
FALN ISHARES FALN ANGLS USD BD ETF 6.9%
Value ($000) $30,487 Shares 1,115,111 Est. Cost $28.84 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.3%
Value ($000) $23,513 Shares 201,034 Est. Cost $86.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.0%
Value ($000) $4,573 Shares 58,346 Est. Cost $80.26 Unrealized
QLTA ISHARES AAA - A RATED CORPORATE 0.4%
Value ($000) $1,859 Shares 37,815 Est. Cost $43.04 Unrealized
SPY SPDR S&P 500 (MKT) 0.3%
Value ($000) $1,321 Shares 2,302 Est. Cost $373.80 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $1,101 Shares 23,003 Est. Cost $37.24 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $913 Shares 2,122 Est. Cost $181.28 Unrealized +133.4%
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value ($000) $842 Shares 10,072 Est. Cost $69.65 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $680 Shares 2,400 Est. Cost $266.45 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $592 Shares 1,578 Est. Cost $222.09 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.1%
Value ($000) $331 Shares 4,237 Est. Cost $72.74 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $327 Shares 1,402 Est. Cost $112.33 Unrealized +97.6%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $273 Shares 4,331 Est. Cost $59.16 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $256 Shares 486 Est. Cost $485.24 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $251 Shares 1,192 Est. Cost $175.16 Unrealized +17.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $211 Shares 1,302 Est. Cost $147.65 Unrealized +3.4%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $201 Shares 910 Est. Cost $210.30 Unrealized
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value ($000) $191 Shares 5,808 Est. Cost $26.12 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $167 Shares 2,014 Est. Cost $82.14 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $151 Shares 1,331 Est. Cost $116.02 Unrealized -2.6%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $142 Shares 1,400 Est. Cost $97.94 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $135 Shares 1,055 Est. Cost $120.99 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $121 Shares 671 Est. Cost $134.10 Unrealized +18.2%
ACN ACCENTURE PLC 0.0%
Value ($000) $111 Shares 313 Est. Cost $345.91 Unrealized -6.7%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $106 Shares 515 Est. Cost $158.42 Unrealized +21.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $105 Shares 1,335 Est. Cost $78.69 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $102 Shares 600 Est. Cost $112.35 Unrealized +27.3%
GSK GSK PLC 0.0%
Value ($000) $102 Shares 2,500 Est. Cost $42.87 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $101 Shares 1,600 Est. Cost $48.62 Unrealized +13.1%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $100 Shares 1,370 Est. Cost $67.86 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.0%
Value ($000) $91 Shares 479 Est. Cost $189.80 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $90 Shares 540 Est. Cost $143.27 Unrealized +17.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $87 Shares 888 Est. Cost $88.41 Unrealized
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $86 Shares 775 Est. Cost $107.22 Unrealized
GLD SPDR GOLD SHARES (MKT) 0.0%
Value ($000) $86 Shares 352 Est. Cost $215.01 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $83 Shares 709 Est. Cost $94.67 Unrealized +19.1%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $81 Shares 465 Est. Cost $150.26 Unrealized +9.3%
JNK SPDR BLOOMBERG BARCLAYS HIGH 0.0%
Value ($000) $75 Shares 766 Est. Cost $97.79 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $74 Shares 3,150 Est. Cost $43.87 Unrealized -43.3%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $68 Shares 1,284 Est. Cost $50.17 Unrealized
ABBV ABBVIE INC SR NT 0.0%
Value ($000) $68 Shares 342 Est. Cost $160.68 Unrealized +11.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $62 Shares 600 Est. Cost $84.13 Unrealized +12.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $60 Shares 1,119 Est. Cost $47.01 Unrealized -0.5%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $59 Shares 989 Est. Cost $58.55 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $58 Shares 200 Est. Cost $243.64 Unrealized +11.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $57 Shares 400 Est. Cost $114.08 Unrealized +17.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $56 Shares 1,100 Est. Cost $35.70 Unrealized +27.5%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $56 Shares 614 Est. Cost $83.58 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $55 Shares 231 Est. Cost $228.59 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $55 Shares 480 Est. Cost $110.78 Unrealized -3.4%
PDBC INVESCO OPTM YD DVRS CDTY STRA 0.0%
Value ($000) $50 Shares 3,720 Est. Cost $14.05 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $47 Shares 600 Est. Cost $74.59 Unrealized -3.3%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $46 Shares 802 Est. Cost $54.08 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $46 Shares 474 Est. Cost $75.48 Unrealized +12.1%
GLW CORNING INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $30.45 Unrealized +34.2%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. 0.0%
Value ($000) $45 Shares 399 Est. Cost $103.79 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $43 Shares 643 Est. Cost $61.53 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $41 Shares 2,629 Est. Cost $15.16 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $39 Shares 1,350 Est. Cost $24.66 Unrealized +8.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $39 Shares 176 Est. Cost $171.42 Unrealized +10.2%
KO COCA COLA CO 0.0%
Value ($000) $37 Shares 515 Est. Cost $56.98 Unrealized +15.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $35 Shares 289 Est. Cost $98.59 Unrealized +12.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $35 Shares 187 Est. Cost $174.73 Unrealized +4.4%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $34 Shares 130 Est. Cost $249.86 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $34 Shares 250 Est. Cost $114.65 Unrealized +6.3%
HEFA HDG MSCI EAFE 0.0%
Value ($000) $33 Shares 935 Est. Cost $35.42 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $32 Shares 249 Est. Cost $101.08 Unrealized +13.6%
BCE BCE INC 0.0%
Value ($000) $32 Shares 915 Est. Cost $32.49 Unrealized -6.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $30 Shares 341 Est. Cost $28.53 Unrealized +15.6%
PEP PEPSICO INC 0.0%
Value ($000) $28 Shares 166 Est. Cost $158.29 Unrealized +2.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $28 Shares 400 Est. Cost $66.57 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $28 Shares 664 Est. Cost $39.92 Unrealized -5.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $26 Shares 271 Est. Cost $102.97 Unrealized -12.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $26 Shares 500 Est. Cost $46.17 Unrealized -5.4%
WPC W P CAREY INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $56.44 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $24 Shares 38 Est. Cost $560.25 Unrealized +5.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $23 Shares 141 Est. Cost $156.66 Unrealized -7.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $23 Shares 74 Est. Cost $278.01 Unrealized -4.1%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $22 Shares 200 Est. Cost $99.38 Unrealized +5.7%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $44.22 Unrealized -4.6%
NVDA NVIDIA CORP 0.0%
Value ($000) $21 Shares 170 Est. Cost $101.05 Unrealized +16.8%
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 341 Est. Cost $50.60 Unrealized +6.3%
EXC EXELON CORP 0.0%
Value ($000) $19 Shares 474 Est. Cost $33.22 Unrealized +7.7%
DOW DOW INC COM 0.0%
Value ($000) $19 Shares 341 Est. Cost $48.96 Unrealized -2.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.03 Unrealized +1.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.64 Unrealized +20.0%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $321.44 Unrealized +4.6%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $133.14 Unrealized +10.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $16 Shares 80 Est. Cost $200.78 Unrealized
GTY GETTY RLTY CORP NEW COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $27.35 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $163.58 Unrealized +26.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $15 Shares 131 Est. Cost $88.45 Unrealized +19.7%
VNQI VANGUARD GLOBAL EX-US REAL 0.0%
Value ($000) $15 Shares 316 Est. Cost $46.91 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $15 Shares 115 Est. Cost $114.96 Unrealized
V VISA INC 0.0%
Value ($000) $14 Shares 51 Est. Cost $270.83 Unrealized -1.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $14 Shares 50 Est. Cost $202.90 Unrealized +20.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $13 Shares 22 Est. Cost $473.12 Unrealized +15.9%
NVO NOVO NORDISK A S 0.0%
Value ($000) $13 Shares 107 Est. Cost $142.74 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $13 Shares 22 Est. Cost $483.31 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 278 Est. Cost $35.93 Unrealized +6.8%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $12 Shares 53 Est. Cost $201.72 Unrealized
T AT&T INC 0.0%
Value ($000) $12 Shares 536 Est. Cost $15.70 Unrealized +19.6%
ASML ASML HOLDING NV 0.0%
Value ($000) $12 Shares 14 Est. Cost $1022.71 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $12 Shares 104 Est. Cost $81.45 Unrealized +15.7%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $10 Shares 57 Est. Cost $173.81 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $10 Shares 43 Est. Cost $200.17 Unrealized +8.4%
WMT WALMART INC 0.0%
Value ($000) $9 Shares 115 Est. Cost $61.97 Unrealized +17.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $9 Shares 37 Est. Cost $225.50 Unrealized +4.1%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $9 Shares 60 Est. Cost $135.07 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $484.91 Unrealized +16.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $9 Shares 111 Est. Cost $77.99 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $155.97 Unrealized +1.3%
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $9 Shares 48 Est. Cost $164.35 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $9 Shares 21 Est. Cost $327.56 Unrealized +7.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $99.27 Unrealized +10.8%
BSY BENTLEY SYS INC 0.0%
Value ($000) $8 Shares 157 Est. Cost $51.42 Unrealized -5.0%
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 24 Est. Cost $317.31 Unrealized -5.1%
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 11 Est. Cost $62.46 Unrealized +7.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $8 Shares 192 Est. Cost $31.54 Unrealized +12.6%
TOTAL S A 0.0%
Value ($000) $8 Shares 120 Est. Cost $66.68 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $93.35 Unrealized +4.3%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $7 Shares 38 Est. Cost $197.16 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $7 Shares 55 Est. Cost $48.69 Unrealized +16.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $148.53 Unrealized +15.2%
EFX EQUIFAX INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $235.79 Unrealized +18.4%
WSO WATSCO INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $457.10 Unrealized +5.2%
TER TERADYNE INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $126.14 Unrealized +6.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $7 Shares 46 Est. Cost $148.39 Unrealized -5.7%
ZBRA ZEBRA TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $304.09 Unrealized +10.5%
BLACKROCK INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $803.54 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 114 Est. Cost $51.97 Unrealized +3.7%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $29.54 Unrealized +4.0%
POOL POOL CORP 0.0%
Value ($000) $6 Shares 17 Est. Cost $353.26 Unrealized -4.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $207.63 Unrealized +6.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $237.69 Unrealized -3.3%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 130 Est. Cost $45.88 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $6 Shares 23 Est. Cost $246.44 Unrealized -2.8%
IVW ISHARES S&P 500 GROWTH (MKT) 0.0%
Value ($000) $6 Shares 62 Est. Cost $84.44 Unrealized
ZWS ZURN ELKAY WATER SOLUTIONS CORP 0.0%
Value ($000) $6 Shares 164 Est. Cost $30.94 Unrealized +0.7%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $6 Shares 3 Est. Cost $1292.47 Unrealized +32.4%
ROL ROLLINS INC 0.0%
Value ($000) $6 Shares 115 Est. Cost $45.25 Unrealized +7.3%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $271.44 Unrealized -17.0%
OEF ISHARES S&P 100 (MKT) 0.0%
Value ($000) $6 Shares 21 Est. Cost $247.43 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $6 Shares 125 Est. Cost $41.08 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $198.63 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 9 Est. Cost $527.65 Unrealized +6.2%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $162.46 Unrealized +2.2%
BFAM BRIGHT HORIZONS FAM SOL 0.0%
Value ($000) $5 Shares 39 Est. Cost $108.06 Unrealized +19.7%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $183.79 Unrealized +2.5%
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $5 Shares 36 Est. Cost $124.43 Unrealized +4.9%
GWW GRAINGER WW INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $927.67 Unrealized +3.2%
WFC WELLS FARGO & CO 0.0%
Value ($000) $5 Shares 88 Est. Cost $56.87 Unrealized -3.6%
SAIA SAIA INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $465.78 Unrealized -9.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $149.57 Unrealized +12.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $5 Shares 9 Est. Cost $444.00 Unrealized +7.7%
CRL CHARLES RIVER LABORATORIES 0.0%
Value ($000) $5 Shares 24 Est. Cost $226.59 Unrealized -8.3%
ALC ALCON INC 0.0%
Value ($000) $5 Shares 46 Est. Cost $84.91 Unrealized +10.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $5 Shares 39 Est. Cost $121.07 Unrealized -6.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5 Shares 54 Est. Cost $67.61 Unrealized +10.7%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $77.78 Unrealized -7.1%
CME CME GROUP INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $194.99 Unrealized +0.7%
HSY HERSHEY CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $182.08 Unrealized +2.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.84 Unrealized +5.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $122.13 Unrealized -1.4%
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 9 Est. Cost $430.58 Unrealized +4.0%
EXPO EXPONENT INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $88.07 Unrealized +16.4%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $4 Shares 49 Est. Cost $63.20 Unrealized +3.8%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $151.20 Unrealized -9.3%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $96.23 Unrealized +2.2%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $4 Shares 8 Est. Cost $513.68 Unrealized +1.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $423.77 Unrealized +15.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1578.70 Unrealized +19.2%
LAM RESEARCH CORP 0.0%
Value ($000) $4 Shares 5 Est. Cost $1064.80 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $4 Shares 22 Est. Cost $146.60 Unrealized +14.3%
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $115.94 Unrealized +6.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $396.07 Unrealized +4.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.50 Unrealized +1.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $268.86 Unrealized +27.6%
SO SOUTHERN CO 0.0%
Value ($000) $4 Shares 43 Est. Cost $71.79 Unrealized +13.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 10 Est. Cost $305.10 Unrealized +13.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $55.73 Unrealized +14.6%
RTX RTX CORPORATION 0.0%
Value ($000) $4 Shares 31 Est. Cost $100.12 Unrealized +10.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.19 Unrealized -1.5%
SYK STRYKER CORP 0.0%
Value ($000) $4 Shares 10 Est. Cost $333.33 Unrealized +2.1%
CHE CHEMED CORP NEW 0.0%
Value ($000) $4 Shares 6 Est. Cost $568.90 Unrealized -0.9%
TGT TARGET CORP 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.92 Unrealized -4.7%
EQIX EQUINIX INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $732.37 Unrealized +8.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4 Shares 6 Est. Cost $441.57 Unrealized +16.9%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $153.50 Unrealized -9.2%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $236.61 Unrealized +7.1%
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $3 Shares 49 Est. Cost $58.14 Unrealized
TFII TFI INTL INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $141.16 Unrealized +4.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $87.39 Unrealized -9.4%
WDAY WORKDAY INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $240.75 Unrealized -1.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $202.83 Unrealized +0.7%
STM STMICROELECTRONICS NV-NY SHS 0.0%
Value ($000) $3 Shares 95 Est. Cost $39.28 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $236.81 Unrealized +0.2%
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 -2.3%
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 5 Est. Cost $415.71 Unrealized +7.9%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $182.28 Unrealized +12.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 21 Est. Cost $115.38 Unrealized -8.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.33 Unrealized +4.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $126.86 Unrealized -27.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $144.22 Unrealized +2.6%
INTU INTUIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $614.24 Unrealized +3.1%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $117.83 Unrealized +13.4%
PSA PUBLIC STORAGE 0.0%
Value ($000) $2 Shares 5 Est. Cost $257.67 Unrealized +19.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $2 Shares 20 Est. Cost $67.45 Unrealized +13.2%
PLD PROLOGIS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.48 Unrealized +13.0%
VUZI VUZIX CORP COM 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $1.63 Unrealized -33.2%
APTIV PLS SHS 0.0%
Value ($000) $2 Shares 24 Est. Cost $70.42 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $2 Shares 8 Est. Cost $174.41 Unrealized +10.0%
LCII LCI INDS COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $100.60 Unrealized +5.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $64.44 Unrealized +1.9%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $178.70 Unrealized -8.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $57.61 Unrealized +9.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.59 Unrealized -6.2%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $1 Shares 81 Est. Cost $17.00 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.77 Unrealized +30.5%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.74 Unrealized +15.1%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.08 Unrealized
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 10 Est. Cost $88.72 Unrealized +20.7%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $1 Shares 26 Est. Cost $23.81 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.01 Unrealized -2.5%