Sierra Capital LLC Diversified Active

CIK: 0001787274 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $585 (100.0% shares, 0.0% debt)

Holdings (649)

VOO Vanguard S&P 500 ETF 6.1%
Value ($000) $35 Shares 100,985 Est. Cost $362.68 Unrealized
CSTNL iShares Core S&P 500 UCITS ETF (Acc) 4.4%
Value ($000) $26 Shares 64,804 Est. Cost $362.27 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 4.1%
Value ($000) $24 Shares 77,596 Est. Cost $244.86 Unrealized +21.3%
ISDDF iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) 3.8%
Value ($000) $22 Shares 3,907,049 Est. Cost $5.73 Unrealized
XMTIF iShares Core MSCI EMU UCITS ETF (Acc) 3.7%
Value ($000) $22 Shares 149,425 Est. Cost $145.15 Unrealized
IVSRF iShares $ Floating Rate Bond UCITS ETF (Acc) 3.3%
Value ($000) $19 Shares 3,530,298 Est. Cost $3.14 Unrealized
IVV iShares Core S&P 500 ETF 3.1%
Value ($000) $18 Shares 46,931 Est. Cost $379.85 Unrealized
IWM iShares Russell 2000 ETF 2.7%
Value ($000) $16 Shares 89,495 Est. Cost $195.38 Unrealized
CPLCF iShares MSCI USA Small Cap UCITS ETF (Acc) 2.4%
Value ($000) $14 Shares 34,189 Est. Cost $486.00 Unrealized
ACWI iShares MSCI ACWI ETF 2.2%
Value ($000) $13 Shares 148,701 Est. Cost $90.50 Unrealized
ISAPF iShares Core MSCI EM IMI UCITS ETF (Acc) 2.1%
Value ($000) $12 Shares 425,812 Est. Cost $35.58 Unrealized
AAPL Apple 2.0%
Value ($000) $12 Shares 92,031 Est. Cost $134.56 Unrealized +4.6%
ISVQF iShares $ Short Duration Corp Bond UCITS ETF (Acc) 1.9%
Value ($000) $11 Shares 2,075,591 Est. Cost $5.56 Unrealized
ISVVF iShares MSCI ACWI UCITS ETF (Acc) 1.9%
Value ($000) $11 Shares 177,492 Est. Cost $62.20 Unrealized
IMSEF iShares Core MSCI Europe UCITS ETF (Dist) 1.8%
Value ($000) $10 Shares 365,790 Est. Cost $33.91 Unrealized
IIREF iShares MSCI World UCITS ETF (Dist) 1.7%
Value ($000) $10 Shares 182,066 Est. Cost $6.70 Unrealized
ISJPF iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) 1.7%
Value ($000) $10 Shares 2,033,571 Est. Cost $5.55 Unrealized
IHPCF iShares Core S&P 500 UCITS ETF USD (Dist) 1.6%
Value ($000) $10 Shares 252,562 Est. Cost $11.13 Unrealized
VGK Vanguard FTSE Europe ETF 1.5%
Value ($000) $9 Shares 160,110 Est. Cost $47.11 Unrealized
IVE iShares S&P 500 Value ETF 1.5%
Value ($000) $9 Shares 59,947 Est. Cost $141.24 Unrealized
VO Vanguard Mid-Cap ETF 1.3%
Value ($000) $8 Shares 37,382 Est. Cost $242.50 Unrealized
IMSCF iShares MSCI Japan UCITS ETF (Acc) 1.1%
Value ($000) $7 Shares 43,664 Est. Cost $166.16 Unrealized
IWN iShares Russell 2000 Value ETF 1.1%
Value ($000) $7 Shares 47,613 Est. Cost $154.72 Unrealized
ISCXF iShares $ Corp Bond UCITS ETF (Acc) 1.1%
Value ($000) $6 Shares 1,186,431 Est. Cost $5.19 Unrealized
iShares Core S&P 500 UCITS ETF (Acc) 1.0%
Value ($000) $6 Shares 15,372 Est. Cost $63.43 Unrealized
ISUPF iShares US Property Yield UCITS ETF (Dist) 1.0%
Value ($000) $6 Shares 225,832 Est. Cost $29.02 Unrealized
ISVUF iShares Edge MSCI USA Value Factor UCITS ETF (Acc) 1.0%
Value ($000) $6 Shares 746,503 Est. Cost $8.80 Unrealized
SPY SPDR S&P 500 ETF Trust 1.0%
Value ($000) $6 Shares 15,350 Est. Cost $396.34 Unrealized
EZU iShares MSCI Eurozone ETF 1.0%
Value ($000) $6 Shares 140,690 Est. Cost $43.37 Unrealized
ISHVF iShares US Aggregate Bond UCITS ETF (Acc) 0.9%
Value ($000) $5 Shares 1,043,985 Est. Cost $5.16 Unrealized
FLOT iShares Floating Rate Bond ETF 0.9%
Value ($000) $5 Shares 100,832 Est. Cost $49.49 Unrealized
IXSRF iShares MSCI EM ex-China UCITS ETF (Acc) 0.9%
Value ($000) $5 Shares 1,194,851 Est. Cost $4.00 Unrealized
IWD iShares Russell 1000 Value ETF 0.8%
Value ($000) $5 Shares 32,331 Est. Cost $151.95 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8%
Value ($000) $4 Shares 44,518 Est. Cost $88.05 Unrealized
AMZN Amazon Com Inc 0.8%
Value ($000) $4 Shares 53,367 Est. Cost $117.56 Unrealized -16.0%
IMPPF Invesco Preferred Shares UCITS ETF (Acc) 0.8%
Value ($000) $4 Shares 112,461 Est. Cost $48.86 Unrealized
IMSBF iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc) 0.8%
Value ($000) $4 Shares 560,540 Est. Cost $6.83 Unrealized
GLD SPDR Gold Trust 0.7%
Value ($000) $4 Shares 25,630 Est. Cost $155.99 Unrealized
ISHYF iShares $ High Yield Corp Bond UCITS ETF (Acc) 0.7%
Value ($000) $4 Shares 738,366 Est. Cost $5.73 Unrealized
IHAK iShares Cybersecurity and Tech ETF 0.7%
Value ($000) $4 Shares 117,113 Est. Cost $46.45 Unrealized
IRRRF iShares Core MSCI World UCITS ETF (Acc) 0.7%
Value ($000) $4 Shares 52,180 Est. Cost $66.26 Unrealized
GOOGL Alphabet Inc. Class A 0.6%
Value ($000) $4 Shares 40,368 Est. Cost $109.06 Unrealized -13.5%
ISHOF iShares S&P SmallCap 600 UCITS ETF 0.6%
Value ($000) $4 Shares 46,215 Est. Cost $87.79 Unrealized
ISTXF iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) 0.6%
Value ($000) $3 Shares 653,179 Est. Cost $5.41 Unrealized
MSFT Microsoft 0.6%
Value ($000) $3 Shares 14,034 Est. Cost $238.01 Unrealized -1.7%
ACWX iShares MSCI ACWI ex U.S. ETF 0.6%
Value ($000) $3 Shares 71,846 Est. Cost $54.63 Unrealized
XOM ExxonMobil 0.5%
Value ($000) $3 Shares 28,311 Est. Cost $43.31 Unrealized +122.3%
APO Apollo Global MGMT 0.5%
Value ($000) $3 Shares 48,560 Est. Cost $60.95 Unrealized -7.7%
BX Blackstone Group Inc 0.5%
Value ($000) $3 Shares 39,569 Est. Cost $64.83 Unrealized +21.3%
IMBXF iShares US Mortgage Backed Securities UCITS ETF (Acc) 0.5%
Value ($000) $3 Shares 597,357 Est. Cost $4.75 Unrealized
VDC Vanguard Consumer Staples ETF 0.5%
Value ($000) $3 Shares 14,142 Est. Cost $179.53 Unrealized
KKR KKR & Co Inc Class A 0.4%
Value ($000) $3 Shares 55,788 Est. Cost $42.88 Unrealized +10.9%
AGG iShares Core U.S. Aggregate Bond ETF 0.4%
Value ($000) $3 Shares 26,172 Est. Cost $7.31 Unrealized
PFF iShares U.S. Preferred Stock ETF 0.4%
Value ($000) $2 Shares 78,388 Est. Cost $36.03 Unrealized
IVATF Invesco AT1 Capital Bond UCITS ETF (Acc) 0.4%
Value ($000) $2 Shares 99,970 Est. Cost $25.56 Unrealized
ARCC Ares Capital Corp 0.4%
Value ($000) $2 Shares 126,524 Est. Cost $11.42 Unrealized +21.3%
CG Carlyle Group Inc LP 0.4%
Value ($000) $2 Shares 78,149 Est. Cost $30.82 Unrealized -17.4%
SHEL Shell PLC Sponsored ADR Repstg Ord SH 0.4%
Value ($000) $2 Shares 40,679 Est. Cost $54.53 Unrealized
ARKG Ark Genomic Revolution ETF 0.4%
Value ($000) $2 Shares 80,226 Est. Cost $48.59 Unrealized
XOP SPDR S&P Oil & Gas Exploration & Production 0.4%
Value ($000) $2 Shares 16,567 Est. Cost $81.35 Unrealized
VIS Vanguard Industrials ETF 0.4%
Value ($000) $2 Shares 11,995 Est. Cost $189.25 Unrealized
EWJ iShares MSCI Japan ETF 0.4%
Value ($000) $2 Shares 38,570 Est. Cost $47.43 Unrealized
UNH UnitedHealth Group 0.3%
Value ($000) $2 Shares 3,747 Est. Cost $322.99 Unrealized +54.9%
VNGDF Vanguard S&P 500 UCITS ETF 0.3%
Value ($000) $2 Shares 25,400 Est. Cost $53.58 Unrealized
IEDGF iShares Edge MSCI EM Value Factor UCITS ETF (Acc) 0.3%
Value ($000) $2 Shares 49,022 Est. Cost $46.05 Unrealized
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF 0.3%
Value ($000) $2 Shares 37,556 Est. Cost $13.71 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $2 Shares 10,036 Est. Cost $140.86 Unrealized +11.5%
ARKK Ark Innovation ETF 0.3%
Value ($000) $2 Shares 56,711 Est. Cost $40.21 Unrealized
VAW Vanguard Materials ETF 0.3%
Value ($000) $2 Shares 10,398 Est. Cost $172.96 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.3%
Value ($000) $2 Shares 46,662 Est. Cost $53.34 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.3%
Value ($000) $2 Shares 21,102 Est. Cost $79.76 Unrealized
DJSCF iShares EURO STOXX Small UCITS ETF 0.3%
Value ($000) $2 Shares 40,480 Est. Cost $50.77 Unrealized
BAC Bank of America 0.3%
Value ($000) $2 Shares 51,045 Est. Cost $30.78 Unrealized +3.0%
HLNE Hamilton Lane Incorporat Class A 0.3%
Value ($000) $2 Shares 26,370 Est. Cost $84.49 Unrealized -21.3%
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3%
Value ($000) $2 Shares 24,696 Est. Cost $92.16 Unrealized
IVVVF iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.3%
Value ($000) $2 Shares 18,636 Est. Cost $87.28 Unrealized
ISMVF iShares Edge MSCI World Value Factor UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 42,805 Est. Cost $35.91 Unrealized
MA Mastercard Inc CL A 0.2%
Value ($000) $1 Shares 4,151 Est. Cost $339.46 Unrealized -4.7%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $1 Shares 36,619 Est. Cost $2.59 Unrealized
IMATF iShares S&P 500 Materials Sector UCITS ETF 0.2%
Value ($000) $1 Shares 172,047 Est. Cost $8.07 Unrealized
VHT Vanguard Health Care ETF 0.2%
Value ($000) $1 Shares 5,571 Est. Cost $228.69 Unrealized
GOOG Alphabet Inc. Class C 0.2%
Value ($000) $1 Shares 15,440 Est. Cost $110.55 Unrealized -14.3%
VIOO Vanguard S&P Small-Cap 600 ETF 0.2%
Value ($000) $1 Shares 7,767 Est. Cost $193.84 Unrealized
URTH iShares MSCI World ETF 0.2%
Value ($000) $1 Shares 12,230 Est. Cost $118.48 Unrealized
MBB iShares MBS ETF 0.2%
Value ($000) $1 Shares 14,266 Est. Cost $81.18 Unrealized
IUAGF iShares Ageing Population UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 202,170 Est. Cost $7.60 Unrealized
GSEW Goldman Sachs Equal Weight U.S. Large Cap ETF 0.2%
Value ($000) $1 Shares 22,369 Est. Cost $6.51 Unrealized
IMSXF iShares S&P 500 Industrials Sector UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 162,779 Est. Cost $7.86 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.2%
Value ($000) $1 Shares 17,503 Est. Cost $31.42 Unrealized
ISHDF iShares Digital Security UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 219,944 Est. Cost $7.98 Unrealized
DIS Walt Disney 0.2%
Value ($000) $1 Shares 14,539 Est. Cost $151.04 Unrealized -38.1%
SHV iShares Short Treasury Bond ETF 0.2%
Value ($000) $1 Shares 11,181 Est. Cost $21.09 Unrealized
ISEXF iShares MSCI AC Far East ex-Japan UCITS ETF 0.2%
Value ($000) $1 Shares 25,020 Est. Cost $71.65 Unrealized
META Facebook Inc CL-A 0.2%
Value ($000) $1 Shares 9,744 Est. Cost $245.31 Unrealized -52.5%
VOOV Vanguard S&P 500 Value ETF 0.2%
Value ($000) $1 Shares 8,073 Est. Cost $98.28 Unrealized
XLE Energy Select Sector SPDR Fund 0.2%
Value ($000) $1 Shares 12,924 Est. Cost $49.10 Unrealized
IYZ iShares US Telecomm ETF 0.2%
Value ($000) $1 Shares 50,121 Est. Cost $32.33 Unrealized
ISVFF iShares S&P 500 Health Care Sector UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 100,302 Est. Cost $10.21 Unrealized
KO Coca-Cola 0.2%
Value ($000) $1 Shares 16,113 Est. Cost $46.19 Unrealized +18.9%
XLV Health Care Select Sector SPDR Fund 0.2%
Value ($000) $1 Shares 7,343 Est. Cost $20.89 Unrealized
RSP Invesco S&P 500 Equal Weight 0.2%
Value ($000) $1 Shares 7,047 Est. Cost $141.34 Unrealized
AMLP Alerian MLP ETF 0.2%
Value ($000) $1 Shares 26,052 Est. Cost $27.74 Unrealized
XLF Financial Select Sector SPDR Fund 0.2%
Value ($000) $1 Shares 28,807 Est. Cost $34.05 Unrealized
JPM JPMorgan Chase 0.2%
Value ($000) $1 Shares 7,151 Est. Cost $135.86 Unrealized -13.4%
SQM Soc Quimica Miner F Sponsored ADR 0.2%
Value ($000) $1 Shares 11,950 Est. Cost $53.09 Unrealized
Berkshire Hathaway Inc. Class A 1/100 - 100 Shares = 1 0.2%
Value ($000) $1 Shares 200 Est. Cost $3855.00 Unrealized
BCSF Bain Capital Specialty F 0.2%
Value ($000) $1 Shares 78,325 Est. Cost $9.60 Unrealized -10.4%
CVX Chevron Corp. 0.2%
Value ($000) $1 Shares 5,161 Est. Cost $81.84 Unrealized +87.2%
iShares MSCI Japan UCITS ETF (Acc) 0.2%
Value ($000) $1 Shares 5,768 Est. Cost $107.00 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $1 Shares 8,625 Est. Cost $79.88 Unrealized +9.7%
ALB Albemarle Corporation 0.1%
Value ($000) $1 Shares 3,825 Est. Cost $151.36 Unrealized +68.2%
NVDA Nvidia Corporation 0.1%
Value ($000) $1 Shares 5,547 Est. Cost $20.71 Unrealized -29.3%
iShares Core MSCI EMU UCITS ETF (Acc) 0.1%
Value ($000) $1 Shares 5,588 Est. Cost $0.14 Unrealized
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.1%
Value ($000) $1 Shares 19,168 Est. Cost $19.65 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $1 Shares 9,419 Est. Cost $88.56 Unrealized
ISSZF iShares S&P 500 Utilities Sector UCITS ETF (Acc) 0.1%
Value ($000) $1 Shares 90,120 Est. Cost $7.41 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $1 Shares 7,670 Est. Cost $108.55 Unrealized
ISSRF iShares Edge MSCI EM Minimum Volatility UCITS ETF (Acc) 0.1%
Value ($000) $1 Shares 24,100 Est. Cost $34.23 Unrealized
SIXG Defiance Next Gen Connectivity (5G) ETF 0.1%
Value ($000) $1 Shares 22,004 Est. Cost $35.99 Unrealized
MSPRZ WTS MSP Recovery Inc 0.1%
Value ($000) $1 Shares 399,539 Est. Cost $2.11 Unrealized
DOX Amdocs Limited F 0.1%
Value ($000) $1 Shares 6,579 Est. Cost $68.63 Unrealized +15.5%
ACM Aecom 0.1%
Value ($000) $1 Shares 7,000 Est. Cost $76.23 Unrealized 0.0%
iShares Core S&P 500 UCITS ETF USD (Acc) 0.1%
Value ($000) $1 Shares 1,498 Est. Cost $0.40 Unrealized
QQQ Invesco QQQ Trust ETF 0.1%
Value ($000) $1 Shares 2,015 Est. Cost $48.85 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $1 Shares 3,789 Est. Cost $86.56 Unrealized -7.2%
IYR iShares U.S. Real Estate ETF 0.1%
Value ($000) $1 Shares 6,163 Est. Cost $94.55 Unrealized
V Visa Inc CL A 0.1%
Value ($000) $0 Shares 2,393 Est. Cost $204.44 Unrealized -3.6%
GSLC Goldman Sachs Actvbeta US LRG ETF 0.1%
Value ($000) $0 Shares 6,479 Est. Cost $79.09 Unrealized
BRK/A Berkshire Hathaway Inc. Class A 0.1%
Value ($000) $0 Shares 1 Est. Cost $428128.38 Unrealized +4.8%
PLUG Plug Power Inc 0.1%
Value ($000) $0 Shares 36,756 Est. Cost $28.87 Unrealized -44.9%
BOTZ Global X Robotics Artfcl Intlgnc ETF 0.1%
Value ($000) $0 Shares 21,660 Est. Cost $33.14 Unrealized
CI CIGNA Corp 0.1%
Value ($000) $0 Shares 1,315 Est. Cost $204.06 Unrealized +46.5%
PG Procter & Gamble 0.1%
Value ($000) $0 Shares 2,763 Est. Cost $122.10 Unrealized +6.3%
SSDRF SPDR S&P 400 US Mid Cap UCITS ETF (Acc) 0.1%
Value ($000) $0 Shares 5,549 Est. Cost $0.07 Unrealized
S Sentinelone Inc -Class A 0.1%
Value ($000) $0 Shares 27,500 Est. Cost $18.51 Unrealized 0.0%
CETFF iShares MSCI EM Asia UCITS ETF (Acc) 0.1%
Value ($000) $0 Shares 2,596 Est. Cost $0.15 Unrealized
VNFGF Vanguard FTSE Japan UCITS ETF 0.1%
Value ($000) $0 Shares 13,310 Est. Cost $36.21 Unrealized
LPTVQ Loop Media Inc 0.1%
Value ($000) $0 Shares 56,507 Est. Cost $4.46 Unrealized
ELV Anthem Inc Com 0.1%
Value ($000) $0 Shares 704 Est. Cost $304.04 Unrealized +59.3%
ISDMF iShares Developed Markets Property Yield UCITS ETF (Acc) 0.1%
Value ($000) $0 Shares 69,669 Est. Cost $5.47 Unrealized
VNGUF Vanguard FTSE Emerging Markets UCITS ETF 0.1%
Value ($000) $0 Shares 6,545 Est. Cost $70.59 Unrealized
NKE Nike Inc B 0.1%
Value ($000) $0 Shares 2,964 Est. Cost $140.33 Unrealized -32.1%
ABBV Abbvie Inc Com 0.1%
Value ($000) $0 Shares 2,136 Est. Cost $93.85 Unrealized +46.2%
Invesco Preferred Shares UCITS ETF (Acc) 0.1%
Value ($000) $0 Shares 8,614 Est. Cost $49.25 Unrealized
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $0 Shares 2,181 Est. Cost $69.87 Unrealized
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) 0.1%
Value ($000) $0 Shares 822 Est. Cost $0.42 Unrealized
MRK Merck & Co Inc New Com 0.1%
Value ($000) $0 Shares 3,070 Est. Cost $65.65 Unrealized +41.4%
HD Home Depot 0.1%
Value ($000) $0 Shares 1,081 Est. Cost $266.88 Unrealized +5.4%
REMX VanEck Vectors Rare Earth/Strategic Metals ETF 0.1%
Value ($000) $0 Shares 4,462 Est. Cost $75.01 Unrealized
TSM Taiwan SMCNDCTR MFG Co LTD ADR 0.1%
Value ($000) $0 Shares 4,468 Est. Cost $118.22 Unrealized
IVATF Invesco AT1 Capital Bond UCITS ETF Acc 0.1%
Value ($000) $0 Shares 13,797 Est. Cost $26.09 Unrealized
EMXC iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $0 Shares 6,816 Est. Cost $44.31 Unrealized
WMT Wal-Mart 0.1%
Value ($000) $0 Shares 2,258 Est. Cost $44.34 Unrealized +3.0%
PEP Pepsico Inc NC 0.1%
Value ($000) $0 Shares 1,749 Est. Cost $125.56 Unrealized +28.1%
DIA SPDR Dow Jones Industrial Average ETF Trust 0.1%
Value ($000) $0 Shares 955 Est. Cost $330.28 Unrealized
IYH iShares U.S. Healthcare ETF 0.1%
Value ($000) $0 Shares 1,103 Est. Cost $282.88 Unrealized
America Movil SAB de CV 0.1%
Value ($000) $0 Shares 329,520 Est. Cost $0.68 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.1%
Value ($000) $0 Shares 1,388 Est. Cost $154.80 Unrealized
RUN Sunrun Inc. 0.0%
Value ($000) $0 Shares 11,660 Est. Cost $46.80 Unrealized -43.0%
MCD McDonald's 0.0%
Value ($000) $0 Shares 1,031 Est. Cost $218.20 Unrealized +12.4%
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $0 Shares 2,430 Est. Cost $0.11 Unrealized
ISRPF iShares $ Corp Bond UCITS ETF 0.0%
Value ($000) $0 Shares 2,650 Est. Cost $124.17 Unrealized
BWFG Bankwell Finl Group 0.0%
Value ($000) $0 Shares 8,606 Est. Cost $20.25 Unrealized +34.4%
VZ Verizon 0.0%
Value ($000) $0 Shares 6,135 Est. Cost $36.68 Unrealized -16.1%
HCA Hca Healthcare Inc 0.0%
Value ($000) $0 Shares 1,009 Est. Cost $169.89 Unrealized +28.4%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.0%
Value ($000) $0 Shares 2,278 Est. Cost $24.51 Unrealized
XLRE SPDR Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $0 Shares 6,433 Est. Cost $39.12 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $0 Shares 1,739 Est. Cost $141.92 Unrealized
PFE Pfizer 0.0%
Value ($000) $0 Shares 4,541 Est. Cost $29.15 Unrealized +37.9%
LZAGF Lonza Group AG Namen Akt 0.0%
Value ($000) $0 Shares 465 Est. Cost $733.46 Unrealized -32.4%
IEV iShares Europe ETF 0.0%
Value ($000) $0 Shares 5,002 Est. Cost $50.18 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $82.67 Unrealized
PZA Invesco National Amt-Free Municipal Bond ETF 0.0%
Value ($000) $0 Shares 9,820 Est. Cost $22.51 Unrealized
WDPSF Warehouses De Pauw Sca WDP SHS REIT 0.0%
Value ($000) $0 Shares 7,865 Est. Cost $41.07 Unrealized
MCHI iShares MSCI China ETF 0.0%
Value ($000) $0 Shares 4,698 Est. Cost $59.20 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $0 Shares 3,800 Est. Cost $80.53 Unrealized
MSP Recovery Inc 0.0%
Value ($000) $0 Shares 138,909 Est. Cost $1.60 Unrealized
AXP American Express 0.0%
Value ($000) $0 Shares 1,499 Est. Cost $147.33 Unrealized -3.4%
HUM Humana Inc 0.0%
Value ($000) $0 Shares 431 Est. Cost $382.84 Unrealized +32.7%
ZFSVF Zurich Insurance Group AG 0.0%
Value ($000) $0 Shares 453 Est. Cost $432.52 Unrealized +2.9%
ECC Eagle Point Credit Co Inc 0.0%
Value ($000) $0 Shares 21,178 Est. Cost $11.68 Unrealized
iShares $ High Yield Corp Bond UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 35,833 Est. Cost $6.06 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $11.17 Unrealized
ISCRF iShares Global Corp Bond UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 40,338 Est. Cost $3.25 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 0.0%
Value ($000) $0 Shares 1,417 Est. Cost $0.88 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $0 Shares 1,562 Est. Cost $272.79 Unrealized -30.6%
GEM GLDMN Sach Actvbeta Emrg MKT Eqy ETF 0.0%
Value ($000) $0 Shares 6,780 Est. Cost $38.62 Unrealized
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $0 Shares 2,738 Est. Cost $69.26 Unrealized
NSRGF Nestle SA Cham Et Vevey 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $114.38 Unrealized -10.5%
GVDBF Givaudan SA Ord 0.0%
Value ($000) $0 Shares 60 Est. Cost $4531.60 Unrealized -32.9%
TLH iShares 10-20 Year Tsury Bond ETF 0.0%
Value ($000) $0 Shares 1,701 Est. Cost $107.58 Unrealized
DASTF Dassault Systemes SHS 0.0%
Value ($000) $0 Shares 4,980 Est. Cost $53.15 Unrealized -34.2%
SKFOF Sika AG Akt 0.0%
Value ($000) $0 Shares 702 Est. Cost $352.19 Unrealized -33.2%
HSY Hershey Company 0.0%
Value ($000) $0 Shares 720 Est. Cost $206.35 Unrealized +2.8%
SBUX Starbucks Corporation 0.0%
Value ($000) $0 Shares 1,635 Est. Cost $100.10 Unrealized -12.5%
Etfmg Prime Cyber Security ETF 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $65.75 Unrealized
IBM IBM 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $110.55 Unrealized +11.3%
iShares MSCI EM ex-China UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 36,675 Est. Cost $3.87 Unrealized
VFAWF Vanguard FTSE All World Ucits ETF 0.0%
Value ($000) $0 Shares 1,565 Est. Cost $103.48 Unrealized
NFLX Netflix Inc Com 0.0%
Value ($000) $0 Shares 507 Est. Cost $28.82 Unrealized -2.7%
SHY iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $0 Shares 1,793 Est. Cost $86.18 Unrealized
LRLCF Loreal S.A. Ord 0.0%
Value ($000) $0 Shares 405 Est. Cost $340.88 Unrealized 0.0%
MMM 3M 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $125.17 Unrealized -27.6%
GPFOF Grupo Financiero Inbursa SAB de CV Class O 0.0%
Value ($000) $0 Shares 83,464 Est. Cost $0.94 Unrealized +84.6%
SLV iShares Silver Trust 0.0%
Value ($000) $0 Shares 5,985 Est. Cost $18.38 Unrealized
GSIE Goldman Sachs Actvbt Intereqy ETF 0.0%
Value ($000) $0 Shares 4,545 Est. Cost $33.75 Unrealized
Splunk Incorporated 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $99.51 Unrealized
IHIIF iShares EURO STOXX 50 UCITS ETF 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $46.67 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $0 Shares 2,421 Est. Cost $54.64 Unrealized
XYZ Square Inc Class A 0.0%
Value ($000) $0 Shares 1,918 Est. Cost $215.52 Unrealized -71.4%
T AT&T 0.0%
Value ($000) $0 Shares 6,418 Est. Cost $15.30 Unrealized -1.3%
CQQQ Invesco China Technology ETF 0.0%
Value ($000) $0 Shares 2,680 Est. Cost $75.50 Unrealized
LLY Eli Lilly & Co 0.0%
Value ($000) $0 Shares 302 Est. Cost $201.50 Unrealized +71.6%
iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 22,371 Est. Cost $4.51 Unrealized
AVGO Broadcom Limited 0.0%
Value ($000) $0 Shares 195 Est. Cost $51.52 Unrealized -7.6%
Nestle SA 0.0%
Value ($000) $0 Shares 916 Est. Cost $140.20 Unrealized
GRFFF Concentradora Fibra Danhos SA de CV 0.0%
Value ($000) $0 Shares 87,500 Est. Cost $1.25 Unrealized
OXY/WS Occidental Petroleum Warrant 0.0%
Value ($000) $0 Shares 2,535 Est. Cost $11.92 Unrealized
LEGIF Leg Immobilien Se Namens Akt O N 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $122.84 Unrealized -51.3%
ISRWF iShares J.P. Morgan $ EM Bond UCITS ETF 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $108.15 Unrealized
BUG Global X Cybersecurity ETF 0.0%
Value ($000) $0 Shares 4,706 Est. Cost $22.51 Unrealized
iShares US Property Yield UCITS ETF (Disc) 0.0%
Value ($000) $0 Shares 3,694 Est. Cost $0.03 Unrealized
Laboratory CP Amer HLDGS New 0.0%
Value ($000) $0 Shares 379 Est. Cost $256.85 Unrealized
TU Telus Corp Com 0.0%
Value ($000) $0 Shares 4,600 Est. Cost $20.65 Unrealized 0.0%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $0 Shares 2,222 Est. Cost $44.45 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $0 Shares 691 Est. Cost $134.81 Unrealized -8.4%
CVS CVS Health Corp Com 0.0%
Value ($000) $0 Shares 904 Est. Cost $64.01 Unrealized +34.3%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $0 Shares 540 Est. Cost $112.59 Unrealized +20.2%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $0 Shares 258 Est. Cost $327.62 Unrealized +0.4%
BOSSY Hugo Boss AG-SPN ADR 0.0%
Value ($000) $0 Shares 7,042 Est. Cost $11.64 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $0 Shares 951 Est. Cost $62.50 Unrealized +17.1%
CFRUY Compagnie Finan Ric F Sponsored ADR 0.0%
Value ($000) $0 Shares 5,858 Est. Cost $12.63 Unrealized
iShares Digital Security UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 12,903 Est. Cost $8.14 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $0 Shares 685 Est. Cost $129.82 Unrealized -16.2%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $50.39 Unrealized +29.4%
DBEU Xtrackers MSCI Eurpe HDGD Eqy ETF 0.0%
Value ($000) $0 Shares 2,150 Est. Cost $11.03 Unrealized
RYTM RHYTHM Pharmaceuticals I 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $29.00 Unrealized -11.4%
RHHVF ROCHE HOLDING AG 0.0%
Value ($000) $0 Shares 216 Est. Cost $394.46 Unrealized -18.1%
Sanofi 0.0%
Value ($000) $0 Shares 688 Est. Cost $100.29 Unrealized
ENVX Enovix Corporation 0.0%
Value ($000) $0 Shares 5,250 Est. Cost $10.75 Unrealized +30.8%
Reckitt Benckiser Group PLC 0.0%
Value ($000) $0 Shares 893 Est. Cost $84.00 Unrealized
EPD Enterprise Products LP 0.0%
Value ($000) $0 Shares 2,512 Est. Cost $21.95 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $0 Shares 743 Est. Cost $102.03 Unrealized -28.0%
Siemens AG 0.0%
Value ($000) $0 Shares 410 Est. Cost $165.37 Unrealized
Sunnova Energy Intl Inc 0.0%
Value ($000) $0 Shares 3,140 Est. Cost $18.47 Unrealized
PZT Invesco New York Amt-Free Municipal Bond 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $26.06 Unrealized
Magellan Midstream P LP 0.0%
Value ($000) $0 Shares 1,108 Est. Cost $43.37 Unrealized
ABT Abbott Labs Com 0.0%
Value ($000) $0 Shares 512 Est. Cost $112.00 Unrealized -12.8%
DOCU Docusign Inc 0.0%
Value ($000) $0 Shares 1,015 Est. Cost $203.26 Unrealized -76.0%
PPRUY Kering S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,080 Est. Cost $63.12 Unrealized
TGT Target 0.0%
Value ($000) $0 Shares 364 Est. Cost $199.76 Unrealized -29.5%
Iberdrola SA Euro 0.0%
Value ($000) $0 Shares 4,428 Est. Cost $11.74 Unrealized
CAT Caterpillar 0.0%
Value ($000) $0 Shares 213 Est. Cost $184.85 Unrealized +11.8%
Allianz Se 0.0%
Value ($000) $0 Shares 234 Est. Cost $217.59 Unrealized
RH RH 0.0%
Value ($000) $0 Shares 186 Est. Cost $400.08 Unrealized -34.9%
Astrazeneca PLC 0.0%
Value ($000) $0 Shares 362 Est. Cost $117.78 Unrealized
CEFS Saba Cef ETF 0.0%
Value ($000) $0 Shares 2,829 Est. Cost $19.93 Unrealized
DBS Group HLDGS 0.0%
Value ($000) $0 Shares 1,894 Est. Cost $24.40 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $0 Shares 725 Est. Cost $87.99 Unrealized -25.0%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $0 Shares 247 Est. Cost $155.18 Unrealized
ISRUF iShares S&P 500 Financials Sector UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $9.36 Unrealized
Rio Tinto 0.0%
Value ($000) $0 Shares 644 Est. Cost $66.77 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $0 Shares 283 Est. Cost $55.46 Unrealized +25.9%
Tokio Marine Holdings, Inc 0.0%
Value ($000) $0 Shares 2,058 Est. Cost $18.63 Unrealized
DVA Davita Inc 0.0%
Value ($000) $0 Shares 586 Est. Cost $111.11 Unrealized -30.1%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $0 Shares 519 Est. Cost $91.27 Unrealized
PSX Phillips 66 0.0%
Value ($000) $0 Shares 411 Est. Cost $64.98 Unrealized +40.6%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $0 Shares 201 Est. Cost $220.00 Unrealized
Telus Corp 0.0%
Value ($000) $0 Shares 2,236 Est. Cost $23.70 Unrealized
CKHUY C K Hutchison Holdin F Sponsored ADR 0.0%
Value ($000) $0 Shares 7,077 Est. Cost $6.15 Unrealized
WYNN WYNN Resorts LTD 0.0%
Value ($000) $0 Shares 500 Est. Cost $64.24 Unrealized +10.7%
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $0 Shares 221 Est. Cost $74.91 Unrealized
CME Cme Group Inc Com 0.0%
Value ($000) $0 Shares 239 Est. Cost $184.82 Unrealized -18.3%
BK Rakyat Idr250 0.0%
Value ($000) $0 Shares 125,270 Est. Cost $0.32 Unrealized
Lloyds Banking GP Ord GBP0.1 0.0%
Value ($000) $0 Shares 71,769 Est. Cost $0.61 Unrealized
Smurfit Kappa PLC Dublin SHS 0.0%
Value ($000) $0 Shares 1,044 Est. Cost $55.56 Unrealized
Singapore Tech Eng 0.0%
Value ($000) $0 Shares 15,249 Est. Cost $2.81 Unrealized
XLP Consumer Staples SPDR 0.0%
Value ($000) $0 Shares 490 Est. Cost $67.35 Unrealized
MNA Indexiq Merger Arbitrage ETF 0.0%
Value ($000) $0 Shares 1,125 Est. Cost $32.89 Unrealized
IMSIF iShares Global Clean Energy UCITS (Dist) 0.0%
Value ($000) $0 Shares 3,191 Est. Cost $10.97 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $0 Shares 131 Est. Cost $203.46 Unrealized +12.1%
Deutsche Post AG Npv(regd) 0.0%
Value ($000) $0 Shares 896 Est. Cost $59.03 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $0 Shares 111 Est. Cost $223.20 Unrealized +16.3%
Volkswagen AG Non VTG PRF NPV 0.0%
Value ($000) $0 Shares 265 Est. Cost $196.65 Unrealized
CSCO Cisco Systems 0.0%
Value ($000) $0 Shares 698 Est. Cost $40.81 Unrealized +1.6%
Nintendo Co LTD 0.0%
Value ($000) $0 Shares 780 Est. Cost $46.64 Unrealized
DE Deere Co 0.0%
Value ($000) $0 Shares 78 Est. Cost $335.10 Unrealized +16.0%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $0 Shares 171 Est. Cost $99.41 Unrealized
NEE Nextera Energy 0.0%
Value ($000) $0 Shares 358 Est. Cost $69.79 Unrealized +5.8%
Hon Hai Precision Spon GDS Each Rep 0.0%
Value ($000) $0 Shares 4,518 Est. Cost $7.30 Unrealized
UHS Universal Health Services Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $123.03 Unrealized -5.5%
ACN Accenture PLC 0.0%
Value ($000) $0 Shares 102 Est. Cost $315.18 Unrealized -16.2%
Deutsche Telekom Npv(regd) 0.0%
Value ($000) $0 Shares 1,380 Est. Cost $0.02 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $0 Shares 600 Est. Cost $45.00 Unrealized
BA Boeing 0.0%
Value ($000) $0 Shares 137 Est. Cost $218.13 Unrealized -25.0%
BDX Becton Dickinson Co 0.0%
Value ($000) $0 Shares 98 Est. Cost $228.10 Unrealized -2.1%
WM Waste Management Inc 0.0%
Value ($000) $0 Shares 160 Est. Cost $109.03 Unrealized +40.5%
U Unity Software Inc 0.0%
Value ($000) $0 Shares 868 Est. Cost $152.82 Unrealized -79.5%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $0 Shares 512 Est. Cost $64.27 Unrealized
Toronto Dominion BK Ont 0.0%
Value ($000) $0 Shares 351 Est. Cost $76.92 Unrealized
EXPE Expedia Group Inc 0.0%
Value ($000) $0 Shares 266 Est. Cost $143.25 Unrealized -34.5%
AFL Aflac 0.0%
Value ($000) $0 Shares 324 Est. Cost $43.91 Unrealized +42.3%
ADP Auto Data Processing 0.0%
Value ($000) $0 Shares 92 Est. Cost $206.73 Unrealized +10.8%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $125.00 Unrealized
MSCI MSCI Inc Com 0.0%
Value ($000) $0 Shares 46 Est. Cost $421.24 Unrealized +6.6%
KEYS Keysight Technologies Inc Com 0.0%
Value ($000) $0 Shares 121 Est. Cost $152.22 Unrealized +12.0%
INTC Intel 0.0%
Value ($000) $0 Shares 770 Est. Cost $53.93 Unrealized -50.6%
Unilever PLC (new) Ads 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.05 Unrealized
FLEX Flex LTD Ord SHS 0.0%
Value ($000) $0 Shares 942 Est. Cost $13.78 Unrealized +8.9%
Te Connectivity LTD New 0.0%
Value ($000) $0 Shares 177 Est. Cost $131.02 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $0 Shares 39 Est. Cost $302.07 Unrealized +41.2%
IIVPF iShares Automation & Robotics UCITS ETF (Acc) 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $12.00 Unrealized
COP Conocophillips 0.0%
Value ($000) $0 Shares 161 Est. Cost $52.96 Unrealized +106.6%
SBAC Sba Communications Corp New CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $269.40 Unrealized -2.2%
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 2,253 Est. Cost $17.90 Unrealized -51.8%
AWK American WTR WKS Co Inc New Com 0.0%
Value ($000) $0 Shares 115 Est. Cost $141.62 Unrealized -4.8%
ICE Intercontinental Exchange Inc Com 0.0%
Value ($000) $0 Shares 172 Est. Cost $123.55 Unrealized -22.7%
INTU Intuit Inc 0.0%
Value ($000) $0 Shares 46 Est. Cost $481.62 Unrealized -19.3%
ADBE Adobe Systems Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost $548.57 Unrealized -41.7%
Reinsurance GRP Of Amer 7.125 Due 10/15/52 Callable 0.0%
Value ($000) $0 Shares 603 Est. Cost $24.88 Unrealized
FTCHQ Farfetch LTD-Class A 0.0%
Value ($000) $0 Shares 3,085 Est. Cost $19.36 Unrealized -64.0%
LOW Lowe's Cos Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $209.46 Unrealized -10.2%
STE Steris PLC Reg SHS 0.0%
Value ($000) $0 Shares 81 Est. Cost $177.71 Unrealized -3.8%
NXPI NXP Semiconductors NV Com 0.0%
Value ($000) $0 Shares 92 Est. Cost $181.66 Unrealized -17.8%
PM Philip Morris Intl Inc 0.0%
Value ($000) $0 Shares 148 Est. Cost $67.66 Unrealized +20.2%
VALE Vale SA ADR 0.0%
Value ($000) $0 Shares 900 Est. Cost $17.78 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $0 Shares 28 Est. Cost $529.22 Unrealized -0.8%
TTEK Tetra Tech Inc New 0.0%
Value ($000) $0 Shares 103 Est. Cost $27.62 Unrealized +4.7%
Linde PLC 0.0%
Value ($000) $0 Shares 44 Est. Cost $330.20 Unrealized
BABA Alibaba Group HLDG LTD 0.0%
Value ($000) $0 Shares 162 Est. Cost $219.66 Unrealized
ALC Alcon Inc F 0.0%
Value ($000) $0 Shares 200 Est. Cost $69.79 Unrealized -9.5%
ON On Semiconductor 0.0%
Value ($000) $0 Shares 224 Est. Cost $66.70 Unrealized 0.0%
ICLR Icon PLC LTD SHS 0.0%
Value ($000) $0 Shares 72 Est. Cost $211.07 Unrealized -6.1%
GE General Electric Company Com 0.0%
Value ($000) $0 Shares 160 Est. Cost $62.83 Unrealized -23.0%
BRKR Bruker Corp Com 0.0%
Value ($000) $0 Shares 197 Est. Cost $59.13 Unrealized +6.2%
MPWR Monolithic PWR SYS Inc Com 0.0%
Value ($000) $0 Shares 36 Est. Cost $359.11 Unrealized -2.4%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $0 Shares 400 Est. Cost $32.50 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $0 Shares 248 Est. Cost $53.37 Unrealized -15.3%
DELL Dell Technologies Inc 0.0%
Value ($000) $0 Shares 294 Est. Cost $41.81 Unrealized -11.3%
MO Altria Group Inc 0.0%
Value ($000) $0 Shares 270 Est. Cost $30.68 Unrealized +14.2%
E2open Parent HLDGS Inc Class A 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $8.00 Unrealized
ROK Rockwell Automation Inc Com Formerly Rockwell Intl Corp 0.0%
Value ($000) $0 Shares 46 Est. Cost $247.25 Unrealized -3.8%
Globe Life Inc 4.250 Due 06/15/61 Callable 0.0%
Value ($000) $0 Shares 683 Est. Cost $24.01 Unrealized
VEA Vanguard FTSE Developed ETF 0.0%
Value ($000) $0 Shares 278 Est. Cost $46.51 Unrealized
BIO Bio Rad Labs Inc CL A 0.0%
Value ($000) $0 Shares 29 Est. Cost $592.18 Unrealized -31.8%
TXN Texas Instruments 0.0%
Value ($000) $0 Shares 73 Est. Cost $170.14 Unrealized -10.7%
UNP Union Pacific Corp 0.0%
Value ($000) $0 Shares 53 Est. Cost $190.29 Unrealized -0.1%
MMS Maximus Inc 0.0%
Value ($000) $0 Shares 145 Est. Cost $81.76 Unrealized -21.1%
LITE Lumentum HLDGS Inc Com 0.0%
Value ($000) $0 Shares 218 Est. Cost $90.83 Unrealized -32.4%
WST West Pharmaceutical SVCS Inc Com 0.0%
Value ($000) $0 Shares 47 Est. Cost $395.70 Unrealized -40.6%
HXL Hexcel Corp New Com 0.0%
Value ($000) $0 Shares 181 Est. Cost $52.71 Unrealized +8.7%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 126 Est. Cost $86.63 Unrealized -11.3%
BlackRock 0.0%
Value ($000) $0 Shares 14 Est. Cost $906.25 Unrealized
HON Honeywell International Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $181.61 Unrealized -1.6%
WCLD Wisdomtree Cloud Computing ETF 0.0%
Value ($000) $0 Shares 407 Est. Cost $48.38 Unrealized
Aptiv PLC SHS Com 0.0%
Value ($000) $0 Shares 109 Est. Cost $137.57 Unrealized
CB Chubb LTD 0.0%
Value ($000) $0 Shares 44 Est. Cost $179.74 Unrealized +11.2%
COST Costco Wholesale Corp 0.0%
Value ($000) $0 Shares 23 Est. Cost $377.10 Unrealized +24.3%
MRSH Marsh & Mclennan Cos Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost $156.21 Unrealized -0.2%
DD DuPont De Nemours Inc 0.0%
Value ($000) $0 Shares 129 Est. Cost $29.11 Unrealized -14.1%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,077 Est. Cost $0.01 Unrealized
XYL Xylem Inc Com 0.0%
Value ($000) $0 Shares 82 Est. Cost $95.79 Unrealized +5.4%
OC Owens Corning Inc 0.0%
Value ($000) $0 Shares 109 Est. Cost $91.89 Unrealized -4.6%
BLD Topbuild Corp SHS 0.0%
Value ($000) $0 Shares 57 Est. Cost $203.22 Unrealized -21.7%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $0 Shares 108 Est. Cost $74.43 Unrealized
Dte Energy Co 4.375 Due 12/01/81 Callable 0.0%
Value ($000) $0 Shares 448 Est. Cost $25.87 Unrealized
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $0 Shares 102 Est. Cost $76.51 Unrealized -3.0%
DUK Duke Energy Corporation 0.0%
Value ($000) $0 Shares 80 Est. Cost $86.27 Unrealized -1.7%
NTDOY Nintendo Co LTD ADR New 0.0%
Value ($000) $0 Shares 720 Est. Cost $49.21 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $0 Shares 48 Est. Cost $155.46 Unrealized -5.5%
GD General Dynamics CRP 0.0%
Value ($000) $0 Shares 31 Est. Cost $186.36 Unrealized +22.8%
BAX Baxter Interntnl 0.0%
Value ($000) $0 Shares 161 Est. Cost $67.44 Unrealized -26.4%
PNC PNC Finl SVCS Group 0.0%
Value ($000) $0 Shares 47 Est. Cost $174.26 Unrealized -20.1%
SYK Stryker Corp 0.0%
Value ($000) $0 Shares 30 Est. Cost $251.12 Unrealized -12.5%
SO Southern Co Com 0.0%
Value ($000) $0 Shares 105 Est. Cost $54.72 Unrealized +9.0%
ITW Ill Tool Works Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $208.91 Unrealized -5.5%
JD JD.Com Inc-ADR 0.0%
Value ($000) $0 Shares 128 Est. Cost $66.17 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $0 Shares 36 Est. Cost $393.10 Unrealized -47.3%
TFC Truist Finl Corp Com 0.0%
Value ($000) $0 Shares 159 Est. Cost $49.71 Unrealized -25.4%
ONON On Holding AG F 0.0%
Value ($000) $0 Shares 422 Est. Cost $31.04 Unrealized -43.7%
AMGN Amgen Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $203.39 Unrealized +19.3%
SVB Financial Group 0.0%
Value ($000) $0 Shares 29 Est. Cost $493.98 Unrealized
Activision Blizzard 0.0%
Value ($000) $0 Shares 94 Est. Cost $31.96 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $0 Shares 21 Est. Cost $439.80 Unrealized -27.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $0 Shares 27 Est. Cost $311.25 Unrealized -27.8%
CHTR Charter Communications Inc New 0.0%
Value ($000) $0 Shares 19 Est. Cost $490.90 Unrealized -28.4%
SLB Schlumberger LTD 0.0%
Value ($000) $0 Shares 113 Est. Cost $24.23 Unrealized +90.1%
RSPT Invsc SP 500 Equal Weight Tech ETF 0.0%
Value ($000) $0 Shares 24 Est. Cost $244.79 Unrealized
Lam Research 0.0%
Value ($000) $0 Shares 15 Est. Cost $733.33 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $0 Shares 50 Est. Cost $58.41 Unrealized +82.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $0 Shares 62 Est. Cost $88.87 Unrealized -2.4%
PH Parker Hannifin Corp 0.0%
Value ($000) $0 Shares 21 Est. Cost $292.73 Unrealized -5.9%
IT Gartner Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $321.54 Unrealized +0.4%
Pioneer Natural 0.0%
Value ($000) $0 Shares 28 Est. Cost $194.44 Unrealized
Arch Capital Group LTD D Ser G 4.550 Preferred CLBL Par Value - 25.00 0.0%
Value ($000) $0 Shares 373 Est. Cost $21.65 Unrealized
AMAT Applied Matls Inc 0.0%
Value ($000) $0 Shares 57 Est. Cost $139.59 Unrealized -33.2%
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 140 Est. Cost $19.65 Unrealized +67.9%
MDLZ Mondelez International 0.0%
Value ($000) $0 Shares 90 Est. Cost $54.87 Unrealized +5.7%
GS Goldman Sachs GRP Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $281.73 Unrealized +14.1%
PATH Uipath Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $73.33 Unrealized -83.1%
TJX TJX Cos Inc New 0.0%
Value ($000) $0 Shares 70 Est. Cost $65.27 Unrealized +8.3%
KLAC Kla-Tencor Corp Com 0.0%
Value ($000) $0 Shares 15 Est. Cost $369.50 Unrealized -8.5%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $0 Shares 38 Est. Cost $111.58 Unrealized +1.0%
TXT Textron Inc 0.0%
Value ($000) $0 Shares 65 Est. Cost $73.92 Unrealized -8.5%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.00 Unrealized
Discover Finl SVCS 0.0%
Value ($000) $0 Shares 55 Est. Cost $114.29 Unrealized
EPAM Epam Systems 0.0%
Value ($000) $0 Shares 15 Est. Cost $305.54 Unrealized +11.3%
FANG Diamondback Energy Inc 0.0%
Value ($000) $0 Shares 38 Est. Cost $89.41 Unrealized +43.2%
CRM Salesforce 0.0%
Value ($000) $0 Shares 34 Est. Cost $224.74 Unrealized -35.9%
DPZ Domino's Pizza Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $338.95 Unrealized -1.4%
CHD Church & Dwight Co 0.0%
Value ($000) $0 Shares 67 Est. Cost $82.83 Unrealized -10.7%
APH Amphenol Corp New CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $38.92 Unrealized -5.5%
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $0 Shares 52 Est. Cost $57.39 Unrealized +45.7%
FISV Fiserv Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $103.40 Unrealized -3.7%
WELL Welltower Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $75.03 Unrealized -20.5%
NSC Norfolk Southern Corp 0.0%
Value ($000) $0 Shares 15 Est. Cost $253.86 Unrealized -13.2%
VRTX Vertex 0.0%
Value ($000) $0 Shares 15 Est. Cost $194.45 Unrealized +56.7%
BKNG Booking Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $2193.13 Unrealized -14.8%
ZBH Zimmer Biomet Holdings, Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $126.23 Unrealized -10.6%
ZION Zions Bancorporation N A 0.0%
Value ($000) $0 Shares 81 Est. Cost $63.85 Unrealized -21.6%
OKE Oneok Inc 0.0%
Value ($000) $0 Shares 68 Est. Cost $49.62 Unrealized +5.3%
MCO Moodys Corp Com 0.0%
Value ($000) $0 Shares 15 Est. Cost $372.33 Unrealized -28.5%
Hess Corp 0.0%
Value ($000) $0 Shares 31 Est. Cost $64.52 Unrealized
ZTS Zoetis 0.0%
Value ($000) $0 Shares 30 Est. Cost $210.50 Unrealized -32.0%
GMF SPDR S&P Emerging Asia Pacific ETF 0.0%
Value ($000) $0 Shares 45 Est. Cost $106.17 Unrealized
USB U S Bancorp Com New 0.0%
Value ($000) $0 Shares 83 Est. Cost $40.93 Unrealized -10.3%
KHC Kraft Heinz Company 0.0%
Value ($000) $0 Shares 98 Est. Cost $29.82 Unrealized +9.0%
TFX Teleflex Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $222.26 Unrealized -3.1%
Catalent Inc 0.0%
Value ($000) $0 Shares 87 Est. Cost $0.05 Unrealized
CMS CMS Energy Corp 0.0%
Value ($000) $0 Shares 56 Est. Cost $53.86 Unrealized -0.6%
AMT American Tower 0.0%
Value ($000) $0 Shares 20 Est. Cost $239.48 Unrealized -22.0%
AIG Amer Intl GP Inc New 0.0%
Value ($000) $0 Shares 70 Est. Cost $39.79 Unrealized +36.2%
CMCSA Comcast Corp (new) Class A 0.0%
Value ($000) $0 Shares 101 Est. Cost $46.07 Unrealized -34.8%
CMI Cummins, Inc. 0.0%
Value ($000) $0 Shares 15 Est. Cost $205.83 Unrealized +7.3%
EL Estee Lauder Cos Inc CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $256.34 Unrealized -17.7%
MTB M&T Bank Corp 0.0%
Value ($000) $0 Shares 26 Est. Cost $137.71 Unrealized +7.3%
MCK Mckesson Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $214.77 Unrealized +71.0%
MET Metlife 0.0%
Value ($000) $0 Shares 50 Est. Cost $55.38 Unrealized +17.6%
MTD Mettler Toledo International 0.0%
Value ($000) $0 Shares 3 Est. Cost $1511.82 Unrealized -11.5%
MU Micron Technology 0.0%
Value ($000) $0 Shares 85 Est. Cost $78.45 Unrealized -31.4%
Prudential Financial Inc 5.95 Due 09/01/62 Callable 0.0%
Value ($000) $0 Shares 159 Est. Cost $25.16 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $493.39 Unrealized +48.7%
RSG Republic Services Inc 0.0%
Value ($000) $0 Shares 32 Est. Cost $126.00 Unrealized +1.8%
SDOG Alps Sector Dividend Dogs ETF 0.0%
Value ($000) $0 Shares 75 Est. Cost $45.33 Unrealized
EXPD Expeditors International Of Wa 0.0%
Value ($000) $0 Shares 39 Est. Cost $104.03 Unrealized -4.8%
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 15 Est. Cost $206.36 Unrealized +13.0%
ADI Analog Devices Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $161.61 Unrealized -8.6%
EOG Eog Resources Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $53.65 Unrealized +119.6%
RNR 4.2 PERP G Renaissancere Holdings CL G 4.200 Preferred CLBL Par Value - 25.00 0.0%
Value ($000) $0 Shares 167 Est. Cost $21.01 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $0 Shares 40 Est. Cost $71.06 Unrealized -1.9%
CTVA Corteva Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost $43.22 Unrealized +41.5%
SDVKY Sandvik Ab F Sponsored ADR 0.0%
Value ($000) $0 Shares 148 Est. Cost $28.85 Unrealized
SBGSY Schneider Elec SA F Sponsored ADR 0.0%
Value ($000) $0 Shares 91 Est. Cost $33.63 Unrealized
AME Ametek Inc New 0.0%
Value ($000) $0 Shares 19 Est. Cost $133.10 Unrealized -2.5%
AMP Ameriprise Fincl Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $222.68 Unrealized +31.1%
COR Amerisourcebergen Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $117.11 Unrealized +31.0%
Reckitt Benckise GP F Sponsored ADR 0.0%
Value ($000) $0 Shares 181 Est. Cost $17.76 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $163.51 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $0 Shares 95 Est. Cost $38.94 Unrealized -17.2%
RF Regions Financial Corp 0.0%
Value ($000) $0 Shares 117 Est. Cost $19.19 Unrealized -2.1%
PGR Progressive Corp/The 0.0%
Value ($000) $0 Shares 26 Est. Cost $85.78 Unrealized +34.9%
COF Capital One Finl Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $143.40 Unrealized -35.1%
GRMN Garmin LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $131.47 Unrealized -37.1%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $395.00 Unrealized -15.3%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 60 Est. Cost $45.53 Unrealized -11.0%
ALGN Align Technology Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $200.17 Unrealized 0.0%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $0 Shares 20 Est. Cost $114.04 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $180.98 Unrealized +33.2%
AON Aon PLC Com Usd0.01 0.0%
Value ($000) $0 Shares 10 Est. Cost $290.95 Unrealized -1.8%
WMB Williams 0.0%
Value ($000) $0 Shares 80 Est. Cost $22.75 Unrealized +24.1%
WMMVY Wal-Mart De Mexico S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 86 Est. Cost $31.37 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $0 Shares 15 Est. Cost $187.39 Unrealized -10.9%
PNW Pinnacle West Cap Corp Com 0.0%
Value ($000) $0 Shares 34 Est. Cost $58.98 Unrealized +6.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $0 Shares 41 Est. Cost $61.44 Unrealized +8.5%
NOC Northrop Grumman CP(HLDG Co) 0.0%
Value ($000) $0 Shares 5 Est. Cost $348.21 Unrealized +42.2%
MNST Monster Beverage Corp New Com SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $44.45 Unrealized +9.0%
Arista Networks 0.0%
Value ($000) $0 Shares 25 Est. Cost $150.00 Unrealized
HIG Hartford Fin Sers GRP Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $64.85 Unrealized +4.4%
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $0 Shares 41 Est. Cost $76.74 Unrealized
GM General Motors 0.0%
Value ($000) $0 Shares 91 Est. Cost $56.36 Unrealized -36.5%
FCX Freeport-Mcmoran Inc 0.0%
Value ($000) $0 Shares 80 Est. Cost $35.78 Unrealized -6.4%
F Ford Motor Co Del Com Par 0.01 0.0%
Value ($000) $0 Shares 228 Est. Cost $14.20 Unrealized -29.1%
EWU iShares MSCI United Kingdome ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $30.00 Unrealized
DTE Dte Energy Co 0.0%
Value ($000) $0 Shares 25 Est. Cost $99.45 Unrealized +2.0%
TDG Transdigm Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $520.38 Unrealized -3.2%
KMI Kinder Morgan Inc/De 0.0%
Value ($000) $0 Shares 148 Est. Cost $13.20 Unrealized +15.0%
UOVEY Utd Overseas BK F Sponsored ADR 0.0%
Value ($000) $0 Shares 60 Est. Cost $29.98 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $116.48 Unrealized +19.2%
JBHT Hunt J B Trans SVCS Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $184.81 Unrealized -8.4%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $0 Shares 33 Est. Cost $134.29 Unrealized -19.4%
TPR Tapestry Inc 0.0%
Value ($000) $0 Shares 70 Est. Cost $36.62 Unrealized -14.3%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $344.06 Unrealized -29.1%
IQV Iqvia Holdings Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $259.51 Unrealized -21.8%
DRI Darden Restaurants 0.0%
Value ($000) $0 Shares 15 Est. Cost $129.19 Unrealized -2.2%
SNPS Synopsys Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $337.23 Unrealized -7.2%
Kellogg Company Com 0.0%
Value ($000) $0 Shares 30 Est. Cost $51.09 Unrealized +19.2%
TTNDY Techtronic Inds LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 37 Est. Cost $30.90 Unrealized
HII Huntington Ingalls 0.0%
Value ($000) $0 Shares 9 Est. Cost $176.03 Unrealized +24.7%
IDXX Idexx Labs Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $627.75 Unrealized -38.2%
URI United Rentals Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $275.18 Unrealized +15.7%
TOELY Tokyo Electron LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.69 Unrealized
Total S A Spon ADR 0.0%
Value ($000) $0 Shares 31 Est. Cost $46.51 Unrealized
IP International Paper 0.0%
Value ($000) $0 Shares 60 Est. Cost $41.02 Unrealized -26.9%
CIADY China Mengniu Dairy F Unsponsored ADR 0.0%
Value ($000) $0 Shares 38 Est. Cost $63.73 Unrealized
MHK Mohawk Inds Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $178.47 Unrealized -45.1%
TAP Molson Coors Brewing Co CL B 0.0%
Value ($000) $0 Shares 36 Est. Cost $40.32 Unrealized +15.2%
CWT Ca Water Service GRP 0.0%
Value ($000) $0 Shares 32 Est. Cost $49.44 Unrealized +12.5%
L Loews Corp 0.0%
Value ($000) $0 Shares 32 Est. Cost $55.90 Unrealized -1.3%
Ritchie Bros Auction F 0.0%
Value ($000) $0 Shares 28 Est. Cost $65.19 Unrealized
LHX L3harris Technologies In 0.0%
Value ($000) $0 Shares 9 Est. Cost $210.68 Unrealized +0.2%
CPRT Copart Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $33.53 Unrealized -10.7%
NOW Service Now Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $131.29 Unrealized -40.5%
AAGIY Aia Group LTD Sponsored ADR 0.0%
Value ($000) $0 Shares 45 Est. Cost $41.50 Unrealized
AOS Ao Smith Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $70.77 Unrealized -25.3%
CABGY Carlsberg As F Sponsored ADR 0.0%
Value ($000) $0 Shares 59 Est. Cost $24.79 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost $69.63 Unrealized -17.1%
CFG Citizens Finl Group Inc 0.0%
Value ($000) $0 Shares 53 Est. Cost $40.28 Unrealized -15.8%
FANUY Fanuc Corporation F Sponsored ADR 0.0%
Value ($000) $0 Shares 144 Est. Cost $16.78 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $151.43 Unrealized -7.8%
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost $32.52 Unrealized +8.2%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 20 Est. Cost $72.74 Unrealized -5.2%
AIQUY Air Liquide ADR France ADR 0.0%
Value ($000) $0 Shares 54 Est. Cost $34.86 Unrealized
STX Seagate Technology HLDNGS PLC Ord SH 0.0%
Value ($000) $0 Shares 31 Est. Cost $84.69 Unrealized -43.3%
TT Trane Technologies PLC SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $178.56 Unrealized -10.8%
EW Edward Lifesciences Corp 0.0%
Value ($000) $0 Shares 30 Est. Cost $116.64 Unrealized -33.9%
EIX Edison International Com 0.0%
Value ($000) $0 Shares 25 Est. Cost $52.64 Unrealized +1.1%
EBAY eBay Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $66.02 Unrealized -41.0%
CTAS Cintas Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $103.73 Unrealized +1.4%
AMADY Amadeus It Group S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 39 Est. Cost $50.14 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $75.02 Unrealized +1.5%
DBOEY Deutsche Boerse AG F Sponsored ADR 0.0%
Value ($000) $0 Shares 111 Est. Cost $13.42 Unrealized
RCL Royal Caribbean Cruise F 0.0%
Value ($000) $0 Shares 40 Est. Cost $78.68 Unrealized -34.5%
ASML Asml Holding N V N Y 0.0%
Value ($000) $0 Shares 4 Est. Cost $416.79 Unrealized
LYB Lyondellbasell Industries 0.0%
Value ($000) $0 Shares 30 Est. Cost $68.36 Unrealized -2.9%
MTCH Match Group Inc 0.0%
Value ($000) $0 Shares 43 Est. Cost $44.17 Unrealized 0.0%
CRHKY China Resources Beer F Sponsored ADR 0.0%
Value ($000) $0 Shares 127 Est. Cost $16.74 Unrealized
ADR CRH PLC ADR 0.0%
Value ($000) $0 Shares 45 Est. Cost $45.21 Unrealized
CSLLY C S L Limited F Sponsored ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $105.91 Unrealized
MCHP Microchip Tech 0.0%
Value ($000) $0 Shares 23 Est. Cost $73.87 Unrealized -13.5%
WTKWY Wolters Kluwer F Sponsored ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost $85.71 Unrealized
BBY Best Buy Co Inc Com 0.0%
Value ($000) $0 Shares 20 Est. Cost $93.80 Unrealized -32.6%
CBRE Cbre Group Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $102.47 Unrealized -27.9%
GIB Cgi Inc F 0.0%
Value ($000) $0 Shares 27 Est. Cost $79.07 Unrealized +3.6%
MOS Mosaic Co New 0.0%
Value ($000) $0 Shares 45 Est. Cost $34.71 Unrealized +30.6%
NSRGY Nestle S.A.SP/ADR-For Reg 0.0%
Value ($000) $0 Shares 18 Est. Cost $65.69 Unrealized
NEM Newmont Corp Com 0.0%
Value ($000) $0 Shares 40 Est. Cost $46.49 Unrealized -12.2%
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $107.07 Unrealized +30.4%
Olympus Corp Spon ADR 0.0%
Value ($000) $0 Shares 138 Est. Cost $21.31 Unrealized
PCAR Paccar Inc -Del- 0.0%
Value ($000) $0 Shares 22 Est. Cost $48.76 Unrealized +17.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $246.06 Unrealized -67.5%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $0 Shares 128 Est. Cost $13.35 Unrealized +0.9%
HEINY Heineken NV SPN ADR 0.0%
Value ($000) $0 Shares 42 Est. Cost $45.89 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $0 Shares 52 Est. Cost $32.61 Unrealized +5.3%
WBD Discovery Inc Com Ser Anc 0.0%
Value ($000) $0 Shares 180 Est. Cost $18.55 Unrealized -39.1%
WSO Watsco Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $254.86 Unrealized +3.2%
GIS General Mills Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $55.25 Unrealized +32.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $58.62 Unrealized -13.3%
FITB Fifth 3RD Bancorp Ohio 0.0%
Value ($000) $0 Shares 70 Est. Cost $37.13 Unrealized -19.4%
FOXA Fox Corp CL A Com 0.0%
Value ($000) $0 Shares 75 Est. Cost $37.36 Unrealized -21.5%
FTNT Fortinet Inc Com 0.0%
Value ($000) $0 Shares 50 Est. Cost $60.67 Unrealized -14.1%
Ashtead Group PLC ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $203.70 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $291.48 Unrealized -31.2%
AVY Avery Dennison Corporation 0.0%
Value ($000) $0 Shares 10 Est. Cost $198.94 Unrealized -15.4%
BALL Ball Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost $87.41 Unrealized -43.4%
VFC V F Corp Com 0.0%
Value ($000) $0 Shares 33 Est. Cost $29.39 Unrealized 0.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $221.99 Unrealized -34.1%
Flutter Entertainment F Unsponsored ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $108.20 Unrealized
TROW Price Group Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $168.65 Unrealized -42.2%
WEC Wec Energy Group 0.0%
Value ($000) $0 Shares 15 Est. Cost $80.92 Unrealized +2.2%
Walgreens Boots 0.0%
Value ($000) $0 Shares 39 Est. Cost $51.28 Unrealized
HPQ HP Inc Com 0.0%
Value ($000) $0 Shares 32 Est. Cost $28.19 Unrealized -12.9%
BHC Bausch Health Cos Inc 0.0%
Value ($000) $0 Shares 89 Est. Cost $28.36 Unrealized -75.4%
BDRFY Beiersdorf AG F Sponsored ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost $13.55 Unrealized
ZM Zoom Video Communications-A 0.0%
Value ($000) $0 Shares 18 Est. Cost $368.06 Unrealized -79.4%
BWA Borg Warner Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $31.11 Unrealized +4.7%
BR Broadridge Financial Solutions 0.0%
Value ($000) $0 Shares 10 Est. Cost $163.68 Unrealized -17.8%
BF/B Brown-Forman Corp-Class B 0.0%
Value ($000) $0 Shares 10 Est. Cost $65.35 Unrealized -2.6%
Anr Inc RTS 0.0%
Value ($000) $0 Shares 95,527 Est. Cost Unrealized
CDW CDW Corp Com Usd0.01 0.0%
Value ($000) $0 Shares 5 Est. Cost $180.53 Unrealized -6.5%
PAC Grupo Aeropuert Sab F Sponsored ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $133.33 Unrealized
CHRW C H Robinson Worldwide Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $87.80 Unrealized +0.2%
FTV Fortive Corp 0.0%
Value ($000) $0 Shares 15 Est. Cost $55.51 Unrealized -13.9%
IVZ Invesco LTD 0.0%
Value ($000) $0 Shares 47 Est. Cost $20.22 Unrealized -27.0%
NDAQ Nasdaq Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $58.80 Unrealized +1.3%
Westrock Co 0.0%
Value ($000) $0 Shares 19 Est. Cost $47.62 Unrealized
GPN Global Payments 0.0%
Value ($000) $0 Shares 9 Est. Cost $132.51 Unrealized -23.8%
GEL Genesis Energy LP LP 0.0%
Value ($000) $0 Shares 53 Est. Cost $19.62 Unrealized
FRCB First Rep BK San Fran Cali N 0.0%
Value ($000) $0 Shares 5 Est. Cost $208.96 Unrealized -41.8%
ARKAY Arkema F Sponsored ADR 0.0%
Value ($000) $0 Shares 16 Est. Cost $147.30 Unrealized
HOCPY Hoya Corporation F Sponsored ADR 0.0%
Value ($000) $0 Shares 14 Est. Cost $142.07 Unrealized
PAYX Paychex Inc Com 0.0%
Value ($000) $0 Shares 10 Est. Cost $109.81 Unrealized -2.9%
WHR Whirlpool Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $219.62 Unrealized -35.3%
PRNDY Pernod Ricard S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 33 Est. Cost $60.61 Unrealized
KR The Kroger Co. 0.0%
Value ($000) $0 Shares 30 Est. Cost $38.48 Unrealized +11.4%
IR Ingersoll Rand Inc Com 0.0%
Value ($000) $0 Shares 19 Est. Cost $56.66 Unrealized -10.2%
DHI D.R. Horton 0.0%
Value ($000) $0 Shares 10 Est. Cost $92.30 Unrealized -15.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 25 Est. Cost $43.70 Unrealized -27.0%
SVNLY Svenska Handelsbanken F Sponsored ADR 0.0%
Value ($000) $0 Shares 301 Est. Cost $3.98 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.68 Unrealized -5.0%
TSN Tyson Foods Inc-CL A 0.0%
Value ($000) $0 Shares 22 Est. Cost $72.11 Unrealized -19.1%
LUV Southwest Airlines Co. 0.0%
Value ($000) $0 Shares 20 Est. Cost $43.68 Unrealized -23.2%
KEY Keycorp New 0.0%
Value ($000) $0 Shares 68 Est. Cost $18.79 Unrealized -21.3%
HSQVY Husqvarna Ab F Sponsored ADR 0.0%
Value ($000) $0 Shares 53 Est. Cost $17.01 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 11 Est. Cost $68.78 Unrealized +7.5%
KMTUY Komatsu LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 47 Est. Cost $15.99 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost $67.41 Unrealized +13.5%
Interpublic Group 0.0%
Value ($000) $0 Shares 45 Est. Cost $31.06 Unrealized -11.6%
NCLH Norwegian Cruise Lin F 0.0%
Value ($000) $0 Shares 58 Est. Cost $23.91 Unrealized -37.0%
FMC FMC Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $87.20 Unrealized +24.2%
KHNGY Kuehne & Nagel Internt F Sponsored ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost $59.57 Unrealized
CNC Centene Corp 0.0%
Value ($000) $0 Shares 15 Est. Cost $73.27 Unrealized +11.5%
PWR Quanta Services Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $110.60 Unrealized +27.8%
MGA Magna International 0.0%
Value ($000) $0 Shares 26 Est. Cost $69.24 Unrealized -27.7%
LOGI Logitech Intl S A F 0.0%
Value ($000) $0 Shares 17 Est. Cost $82.88 Unrealized -37.0%
WTRG Essential Utils Inc 0.0%
Value ($000) $0 Shares 31 Est. Cost $46.45 Unrealized -2.5%
PEG Public Service Enterprise GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost $55.02 Unrealized -5.3%
EMR Emerson Electric Co 0.0%
Value ($000) $0 Shares 15 Est. Cost $86.75 Unrealized -2.6%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $174.32 Unrealized -8.3%
A N S Y S Inc Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $355.03 Unrealized
MKC McCormick & Co Non-VTG 0.0%
Value ($000) $0 Shares 11 Est. Cost $77.43 Unrealized -3.4%
SMCAY SMC F Sponsored ADR 0.0%
Value ($000) $0 Shares 44 Est. Cost $16.67 Unrealized
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $0 Shares 5 Est. Cost $171.58 Unrealized -28.2%
LYV Live Nation Entrtmnt 0.0%
Value ($000) $0 Shares 21 Est. Cost $107.77 Unrealized -31.2%
RHHBY Roche HLDGS LTD Sponsored ADR 0.0%
Value ($000) $0 Shares 31 Est. Cost $38.41 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $0 Shares 50 Est. Cost $24.02 Unrealized +11.5%
CEG Constellation Energy Corp 0.0%
Value ($000) $0 Shares 13 Est. Cost $47.25 Unrealized +85.6%
CARR Carrier Global Corporation 0.0%
Value ($000) $0 Shares 35 Est. Cost $37.56 Unrealized +3.5%
MAS Masco Corp 0.0%
Value ($000) $0 Shares 30 Est. Cost $59.83 Unrealized -24.0%
AEP American Electric Power Co 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.48 Unrealized +11.6%
SOFI Sofi Technologies Inc F 0.0%
Value ($000) $0 Shares 115 Est. Cost $15.53 Unrealized -68.1%
SONY Sony 0.0%
Value ($000) $0 Shares 16 Est. Cost $74.55 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $250.23 Unrealized -14.7%
STZ Constellation Brands Inc -A 0.0%
Value ($000) $0 Shares 6 Est. Cost $212.48 Unrealized +6.4%
CAG Conagra Brands Inc Com 0.0%
Value ($000) $0 Shares 27 Est. Cost $26.97 Unrealized +14.8%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.21 Unrealized -15.2%
CRTO Criteo S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 27 Est. Cost $43.64 Unrealized
CLX Clorox Co/The 0.0%
Value ($000) $0 Shares 9 Est. Cost $137.84 Unrealized -7.2%
MELI Mercadolibre Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $1404.74 Unrealized -36.6%
MGM MGM Resorts International 0.0%
Value ($000) $0 Shares 30 Est. Cost $44.88 Unrealized -22.8%
ETR Entergy Corp New 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.13 Unrealized +8.3%
ALK Alaska Air Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.14 Unrealized -18.6%
FAST Fastenal Co 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.67 Unrealized -15.1%
EMBVF Shs Arca Continental SAB de CV 0.0%
Value ($000) $0 Shares 4 Est. Cost $5.14 Unrealized +35.5%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $109.98 Unrealized -20.8%
QRVO Qorvo Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $158.98 Unrealized -43.2%
Mind Medicine Mindmed F 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GLW Corning 0.0%
Value ($000) $0 Shares 15 Est. Cost $33.34 Unrealized -10.8%
SWKS Skyworks Solutions 0.0%
Value ($000) $0 Shares 5 Est. Cost $142.00 Unrealized -42.8%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $12.58 Unrealized -28.0%