Wealth Alliance Diversified Active

CIK: 0001793904 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $339,390 (100.0% shares, 0.0% debt)

Holdings (377)

AAPL APPLE INC COM 7.3%
Value ($000) $24,655 Shares 185,812 Est. Cost $96.23 Unrealized +21.6%
IVV ISHARES CORE S&P 500 ETF 4.1%
Value ($000) $13,949 Shares 37,159 Est. Cost $311.55 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.2%
Value ($000) $7,514 Shares 88,469 Est. Cost $86.15 Unrealized
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $6,282 Shares 28,242 Est. Cost $144.59 Unrealized +42.5%
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $5,673 Shares 15,174 Est. Cost $298.49 Unrealized
AMLP ALERIAN MLP ETF 1.6%
Value ($000) $5,357 Shares 208,782 Est. Cost $24.58 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $5,081 Shares 1,560 Est. Cost $100.24 Unrealized +59.2%
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $4,701 Shares 73,654 Est. Cost $100.89 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.4%
Value ($000) $4,593 Shares 35,874 Est. Cost $120.56 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.3%
Value ($000) $4,420 Shares 63,968 Est. Cost $59.48 Unrealized
IJH ISHARES S&P MID-CAP ETF 1.3%
Value ($000) $4,303 Shares 18,725 Est. Cost $190.86 Unrealized
IJR ISHARES S&P SMALL-CAP ETF 1.3%
Value ($000) $4,302 Shares 46,821 Est. Cost $76.83 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.3%
Value ($000) $4,278 Shares 21,970 Est. Cost $146.20 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $4,159 Shares 32,581 Est. Cost $116.91 Unrealized
ISHARES COMEX GOLD TRUST 1.0%
Value ($000) $3,539 Shares 195,197 Est. Cost $14.59 Unrealized
META FACEBOOK INC CL A 1.0%
Value ($000) $3,484 Shares 12,752 Est. Cost $202.71 Unrealized +34.3%
VXF VANGUARD EXTENDED MARKET ETF 0.9%
Value ($000) $3,122 Shares 18,961 Est. Cost $118.66 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $3,099 Shares 52,740 Est. Cost $42.61 Unrealized +3.2%
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.8%
Value ($000) $2,667 Shares 99,998 Est. Cost $26.67 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value ($000) $2,665 Shares 7,598 Est. Cost $254.22 Unrealized +21.2%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.8%
Value ($000) $2,628 Shares 43,019 Est. Cost $54.00 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.8%
Value ($000) $2,597 Shares 52,701 Est. Cost $48.91 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $2,512 Shares 16,940 Est. Cost $114.11 Unrealized +6.2%
VO VANGUARD MID-CAP INDEX FUND 0.7%
Value ($000) $2,474 Shares 11,966 Est. Cost $140.79 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $2,469 Shares 15,688 Est. Cost $116.12 Unrealized +9.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.7%
Value ($000) $2,418 Shares 20,459 Est. Cost $117.15 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $2,381 Shares 18,737 Est. Cost $101.55 Unrealized -3.4%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $2,328 Shares 52,022 Est. Cost $38.00 Unrealized -7.2%
ESGU ISHARES MSCI USA ESG OPTIMIZED ETF 0.6%
Value ($000) $2,194 Shares 25,500 Est. Cost $83.18 Unrealized
T AT&T INC COM 0.6%
Value ($000) $2,150 Shares 74,750 Est. Cost $18.09 Unrealized -15.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $2,046 Shares 19,096 Est. Cost $67.27 Unrealized +17.3%
MRK MERCK & CO. INC COM 0.6%
Value ($000) $2,008 Shares 24,542 Est. Cost $64.62 Unrealized +0.4%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,943 Shares 37,085 Est. Cost $36.76 Unrealized +13.3%
PM PHILIP MORRIS INTL INC COM 0.6%
Value ($000) $1,909 Shares 23,050 Est. Cost $59.81 Unrealized +0.9%
EFV ISHARES MSCI EAFE VALUE ETF 0.5%
Value ($000) $1,793 Shares 37,996 Est. Cost $48.75 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.5%
Value ($000) $1,793 Shares 8,457 Est. Cost $129.72 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $1,770 Shares 48,069 Est. Cost $27.00 Unrealized +6.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $1,726 Shares 25,687 Est. Cost $53.71 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.5%
Value ($000) $1,693 Shares 62,134 Est. Cost $26.42 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.5%
Value ($000) $1,631 Shares 3,261 Est. Cost $356.96 Unrealized +35.3%
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.5%
Value ($000) $1,617 Shares 53,769 Est. Cost $28.06 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $1,597 Shares 25,744 Est. Cost $47.99 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $1,596 Shares 9,723 Est. Cost $102.33 Unrealized +31.5%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,573 Shares 18,620 Est. Cost $82.34 Unrealized -21.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.5%
Value ($000) $1,573 Shares 26,859 Est. Cost $57.19 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.5%
Value ($000) $1,528 Shares 14,014 Est. Cost $58.10 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $1,503 Shares 3,082 Est. Cost $300.41 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,463 Shares 18,969 Est. Cost $63.27 Unrealized +3.7%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $1,444 Shares 12,142 Est. Cost $84.89 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $1,438 Shares 6,571 Est. Cost $181.04 Unrealized +8.9%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,424 Shares 7,856 Est. Cost $127.67 Unrealized +9.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,401 Shares 6,039 Est. Cost $210.40 Unrealized +4.7%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,398 Shares 8,713 Est. Cost $102.84 Unrealized +44.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,390 Shares 5,233 Est. Cost $205.83 Unrealized +17.8%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $1,348 Shares 5,754 Est. Cost $110.15 Unrealized +87.7%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,320 Shares 753 Est. Cost $67.22 Unrealized +24.2%
REET ISHARES GLOBAL REIT ETF 0.4%
Value ($000) $1,316 Shares 54,975 Est. Cost $23.94 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,275 Shares 5,991 Est. Cost $142.83 Unrealized +14.6%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $1,241 Shares 10,593 Est. Cost $88.90 Unrealized +6.9%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $1,240 Shares 21,203 Est. Cost $45.84 Unrealized +9.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $1,234 Shares 5,299 Est. Cost $197.48 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,207 Shares 689 Est. Cost $67.75 Unrealized +23.6%
LINDE PLC SHS 0.4%
Value ($000) $1,205 Shares 4,572 Est. Cost $172.94 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.4%
Value ($000) $1,197 Shares 19,243 Est. Cost $46.90 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.3%
Value ($000) $1,182 Shares 41,823 Est. Cost $25.49 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $1,182 Shares 4,524 Est. Cost $179.92 Unrealized +24.0%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,167 Shares 3,268 Est. Cost $286.07 Unrealized +13.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $1,159 Shares 18,686 Est. Cost $47.49 Unrealized +5.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.3%
Value ($000) $1,157 Shares 13,043 Est. Cost $57.72 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $1,106 Shares 20,845 Est. Cost $38.62 Unrealized +9.6%
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,046 Shares 4,698 Est. Cost $168.61 Unrealized +42.5%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,032 Shares 6,774 Est. Cost $97.00 Unrealized +28.6%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,022 Shares 9,552 Est. Cost $71.04 Unrealized +19.9%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,015 Shares 10,741 Est. Cost $84.29 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.3%
Value ($000) $988 Shares 23,514 Est. Cost $42.02 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $975 Shares 8,905 Est. Cost $75.63 Unrealized +31.2%
AMGN AMGEN INC COM 0.3%
Value ($000) $955 Shares 4,150 Est. Cost $183.44 Unrealized +7.0%
ZTS ZOETIS INC CL A 0.3%
Value ($000) $952 Shares 5,752 Est. Cost $125.60 Unrealized +23.8%
CM CANADIAN IMP BK COMM COM 0.3%
Value ($000) $951 Shares 11,132 Est. Cost $27.64 Unrealized +17.4%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $950 Shares 5,977 Est. Cost $106.97 Unrealized +26.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.3%
Value ($000) $932 Shares 6,587 Est. Cost $122.40 Unrealized +4.2%
VFH VANGUARD FINANCIALS INDEX FUND 0.3%
Value ($000) $927 Shares 12,729 Est. Cost $74.92 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.3%
Value ($000) $920 Shares 4,623 Est. Cost $88.76 Unrealized +60.4%
BCE BCE INC COM NEW 0.3%
Value ($000) $916 Shares 21,389 Est. Cost $30.47 Unrealized -1.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $910 Shares 7,765 Est. Cost $116.03 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.3%
Value ($000) $903 Shares 5,677 Est. Cost $124.31 Unrealized +2.8%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $903 Shares 14,968 Est. Cost $54.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $893 Shares 7,091 Est. Cost $94.48 Unrealized -1.1%
SO SOUTHERN CO COM 0.3%
Value ($000) $892 Shares 14,508 Est. Cost $48.68 Unrealized +1.7%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $890 Shares 29,355 Est. Cost $25.15 Unrealized -5.9%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $889 Shares 13,028 Est. Cost $57.21 Unrealized -3.5%
ALLIANZGI NFJ DIVIDEND INT & PREM FUND 0.3%
Value ($000) $889 Shares 66,042 Est. Cost $12.81 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.3%
Value ($000) $884 Shares 5,198 Est. Cost $141.23 Unrealized +11.4%
AVGO BROADCOM INC COM 0.3%
Value ($000) $881 Shares 2,012 Est. Cost $24.43 Unrealized +42.5%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $871 Shares 4,058 Est. Cost $168.25 Unrealized +14.9%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $869 Shares 5,831 Est. Cost $105.57 Unrealized +0.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $861 Shares 8,528 Est. Cost $97.17 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $854 Shares 1,210 Est. Cost $100.28 Unrealized +70.2%
NKE NIKE INC CL B 0.3%
Value ($000) $853 Shares 6,030 Est. Cost $87.79 Unrealized +40.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $848 Shares 6,140 Est. Cost $132.78 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $844 Shares 4,056 Est. Cost $150.12 Unrealized +18.6%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $843 Shares 2,374 Est. Cost $333.92 Unrealized -4.5%
MFC MANULIFE FINL CORP COM 0.2%
Value ($000) $836 Shares 46,897 Est. Cost $15.69 Unrealized +1.7%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.2%
Value ($000) $831 Shares 14,070 Est. Cost $61.94 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $831 Shares 17,326 Est. Cost $36.59 Unrealized -2.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.2%
Value ($000) $824 Shares 21,971 Est. Cost $35.55 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.2%
Value ($000) $823 Shares 5,189 Est. Cost $91.48 Unrealized +49.9%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $807 Shares 2,143 Est. Cost $279.63 Unrealized +24.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $803 Shares 8,763 Est. Cost $72.58 Unrealized +4.3%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $792 Shares 7,166 Est. Cost $110.71 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.2%
Value ($000) $781 Shares 4,917 Est. Cost $130.03 Unrealized
NEM NEWMONT CORP COM 0.2%
Value ($000) $777 Shares 12,981 Est. Cost $41.33 Unrealized +26.7%
ERIC ERICSSON ADR B SEK 10 0.2%
Value ($000) $775 Shares 64,868 Est. Cost $8.96 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $774 Shares 13,283 Est. Cost $53.14 Unrealized -7.1%
INTC INTEL CORP COM 0.2%
Value ($000) $773 Shares 15,512 Est. Cost $49.45 Unrealized -11.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $769 Shares 10,538 Est. Cost $53.46 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.2%
Value ($000) $767 Shares 46,572 Est. Cost $17.53 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $765 Shares 6,330 Est. Cost $99.09 Unrealized +4.8%
HDB HDFC BANK LTD SPONSORED ADS 0.2%
Value ($000) $759 Shares 10,502 Est. Cost $49.95 Unrealized
XYZ SQUARE INC CL A 0.2%
Value ($000) $756 Shares 3,472 Est. Cost $76.56 Unrealized +154.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $753 Shares 10,541 Est. Cost $54.83 Unrealized +6.6%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $748 Shares 8,170 Est. Cost $70.79 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value ($000) $742 Shares 9,059 Est. Cost $51.53 Unrealized +36.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $737 Shares 17,893 Est. Cost $43.14 Unrealized -29.6%
PUK PRUDENTIAL PLC ADR 0.2%
Value ($000) $718 Shares 19,444 Est. Cost $25.83 Unrealized
SONY SONY CORP SPONSORED ADR 0.2%
Value ($000) $716 Shares 7,082 Est. Cost $69.80 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $708 Shares 14,167 Est. Cost $47.85 Unrealized
CANADIAN PAC RY LTD COM 0.2%
Value ($000) $706 Shares 2,037 Est. Cost $243.98 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $698 Shares 3,837 Est. Cost $119.41 Unrealized +29.0%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $690 Shares 7,497 Est. Cost $79.57 Unrealized +3.1%
KO COCA COLA CO COM 0.2%
Value ($000) $672 Shares 12,244 Est. Cost $44.58 Unrealized -0.7%
MSCI MSCI INC COM 0.2%
Value ($000) $666 Shares 1,492 Est. Cost $267.10 Unrealized +39.4%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.2%
Value ($000) $651 Shares 11,447 Est. Cost $28.54 Unrealized +57.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $642 Shares 1,230 Est. Cost $6.28 Unrealized +112.5%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $637 Shares 4,576 Est. Cost $103.83 Unrealized +18.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $622 Shares 9,607 Est. Cost $50.55 Unrealized +9.8%
SCCO SOUTHERN COPPER CORP COM 0.2%
Value ($000) $614 Shares 9,436 Est. Cost $25.67 Unrealized +65.3%
ELV ANTHEM INC COM 0.2%
Value ($000) $613 Shares 1,909 Est. Cost $248.13 Unrealized +15.3%
TORTOISE ESSENTIAL ASSETS INCO COM SH BEN INT 0.2%
Value ($000) $612 Shares 46,873 Est. Cost $13.06 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $607 Shares 5,185 Est. Cost $96.97 Unrealized +8.5%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $603 Shares 5,019 Est. Cost $82.46 Unrealized +26.0%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $603 Shares 4,157 Est. Cost $90.52 Unrealized +42.8%
ALL ALLSTATE CORP COM 0.2%
Value ($000) $593 Shares 5,390 Est. Cost $90.98 Unrealized -4.8%
PFXF VANECK VECTORS PREFERRED SECURITIES EX FINANCIALS ETF 0.2%
Value ($000) $591 Shares 28,746 Est. Cost $20.56 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $588 Shares 1,069 Est. Cost $64.20 Unrealized +62.0%
ALGN ALIGN TECHNOLOGY INC COM 0.2%
Value ($000) $588 Shares 1,101 Est. Cost $236.82 Unrealized +89.9%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $586 Shares 3,471 Est. Cost $134.75 Unrealized +4.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.2%
Value ($000) $583 Shares 15,403 Est. Cost $24.69 Unrealized +26.5%
BLACKROCK INC COM 0.2%
Value ($000) $570 Shares 790 Est. Cost $457.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $567 Shares 1,217 Est. Cost $337.00 Unrealized +37.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $566 Shares 7,480 Est. Cost $52.14 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $566 Shares 7,523 Est. Cost $63.14 Unrealized +0.4%
CREDIT SUISSE GROUP SPONSORED ADR 0.2%
Value ($000) $563 Shares 44,012 Est. Cost $8.54 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $561 Shares 28,654 Est. Cost $23.87 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $556 Shares 9,015 Est. Cost $49.69 Unrealized -14.7%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $554 Shares 2,475 Est. Cost $166.23 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $554 Shares 10,728 Est. Cost $40.07 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $546 Shares 8,691 Est. Cost $45.09 Unrealized +6.0%
HORIZON THERAPEUTICS PUB L SHS 0.2%
Value ($000) $545 Shares 7,456 Est. Cost $56.16 Unrealized
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $540 Shares 7,599 Est. Cost $17.55 Unrealized +35.1%
AVY AVERY DENNISON CORP COM 0.2%
Value ($000) $539 Shares 3,475 Est. Cost $109.98 Unrealized +20.7%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $537 Shares 2,451 Est. Cost $159.12 Unrealized +13.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $532 Shares 13,313 Est. Cost $42.52 Unrealized -27.7%
ENB ENBRIDGE INC COM 0.2%
Value ($000) $529 Shares 16,543 Est. Cost $23.65 Unrealized -8.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $527 Shares 41,766 Est. Cost $9.63 Unrealized -6.4%
VTV VANGUARD VALUE INDEX FUND 0.2%
Value ($000) $513 Shares 4,314 Est. Cost $89.09 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $511 Shares 3,319 Est. Cost $125.19 Unrealized +3.9%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $511 Shares 7,455 Est. Cost $36.60 Unrealized +33.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $508 Shares 1,859 Est. Cost $198.28 Unrealized +24.9%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $500 Shares 1,930 Est. Cost $147.45 Unrealized +56.4%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $495 Shares 1,394 Est. Cost $41.66 Unrealized +12.1%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $486 Shares 9,524 Est. Cost $32.65 Unrealized +37.3%
BLACKROCK LIMITED DURATION INCOME TRUST ETF 0.1%
Value ($000) $485 Shares 30,449 Est. Cost $16.17 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $480 Shares 5,525 Est. Cost $86.88 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $469 Shares 5,314 Est. Cost $86.40 Unrealized
WSO WATSCO INC COM 0.1%
Value ($000) $467 Shares 2,059 Est. Cost $170.06 Unrealized +35.2%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $467 Shares 5,356 Est. Cost $66.27 Unrealized +25.8%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $467 Shares 9,301 Est. Cost $48.92 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $464 Shares 2,751 Est. Cost $81.50 Unrealized +68.0%
WMT WALMART INC COM 0.1%
Value ($000) $463 Shares 3,215 Est. Cost $41.91 Unrealized +8.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $459 Shares 7,800 Est. Cost $50.86 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $456 Shares 2,168 Est. Cost $155.99 Unrealized +27.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $452 Shares 6,467 Est. Cost $61.09 Unrealized -21.5%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $448 Shares 1,792 Est. Cost $224.95 Unrealized -4.6%
CME CME GROUP INC COM 0.1%
Value ($000) $448 Shares 2,458 Est. Cost $155.63 Unrealized -11.0%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $444 Shares 889 Est. Cost $352.06 Unrealized +27.1%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $444 Shares 2,182 Est. Cost $135.38 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $444 Shares 15,745 Est. Cost $25.77 Unrealized -10.1%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $442 Shares 5,308 Est. Cost $68.51 Unrealized +5.1%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $439 Shares 1,732 Est. Cost $156.70 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $437 Shares 16,791 Est. Cost $8.58 Unrealized +126.8%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $435 Shares 12,952 Est. Cost $33.59 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $433 Shares 1,947 Est. Cost $95.23 Unrealized +135.9%
ALC ALCON AG ORD SHS 0.1%
Value ($000) $432 Shares 6,556 Est. Cost $61.67 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $430 Shares 10,488 Est. Cost $28.35 Unrealized -5.8%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $429 Shares 1,560 Est. Cost $146.30 Unrealized
THO THOR INDS INC COM 0.1%
Value ($000) $427 Shares 4,591 Est. Cost $70.67 Unrealized +19.4%
SAP SAP SE SPON ADR 0.1%
Value ($000) $425 Shares 3,257 Est. Cost $114.03 Unrealized
TER TERADYNE INC COM 0.1%
Value ($000) $421 Shares 3,509 Est. Cost $65.50 Unrealized +52.8%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $417 Shares 25,863 Est. Cost $8.91 Unrealized +32.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $416 Shares 1,321 Est. Cost $193.89 Unrealized +45.5%
INTU INTUIT COM 0.1%
Value ($000) $416 Shares 1,095 Est. Cost $265.33 Unrealized +28.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $413 Shares 3,506 Est. Cost $104.16 Unrealized +3.1%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $411 Shares 363 Est. Cost $45.08 Unrealized +132.9%
GMAB GENMAB A/S SPONSORED ADS 0.1%
Value ($000) $411 Shares 10,107 Est. Cost $34.14 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $410 Shares 501 Est. Cost $226.44 Unrealized +9.7%
CYBERARK SOFTWARE LTD SHS 0.1%
Value ($000) $409 Shares 2,529 Est. Cost $99.38 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $407 Shares 2,628 Est. Cost $154.87 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $407 Shares 1,237 Est. Cost $262.34 Unrealized +23.2%
TAL TAL EDUCATION GROUP SPONSORED ADS 0.1%
Value ($000) $406 Shares 5,675 Est. Cost $68.83 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $404 Shares 1,347 Est. Cost $299.93 Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $400 Shares 21,679 Est. Cost $18.17 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $399 Shares 4,409 Est. Cost $90.50 Unrealized
CYRUSONE INC COM 0.1%
Value ($000) $394 Shares 5,383 Est. Cost $64.19 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $393 Shares 1,288 Est. Cost $309.66 Unrealized -9.3%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $392 Shares 10,809 Est. Cost $22.47 Unrealized +28.5%
GGG GRACO INC COM 0.1%
Value ($000) $392 Shares 5,423 Est. Cost $47.84 Unrealized +31.1%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $389 Shares 7,262 Est. Cost $44.36 Unrealized +2.7%
ECL ECOLAB INC COM 0.1%
Value ($000) $387 Shares 1,789 Est. Cost $177.19 Unrealized +11.4%
SPLUNK INC COM 0.1%
Value ($000) $386 Shares 2,273 Est. Cost $141.73 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $384 Shares 6,836 Est. Cost $47.69 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $384 Shares 1,257 Est. Cost $202.61 Unrealized +30.1%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $382 Shares 2,771 Est. Cost $80.95 Unrealized +33.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $380 Shares 2,477 Est. Cost $103.19 Unrealized +28.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $379 Shares 4,434 Est. Cost $62.42 Unrealized +17.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $379 Shares 1,818 Est. Cost $171.74 Unrealized +4.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $376 Shares 6,440 Est. Cost $41.91 Unrealized +16.7%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $376 Shares 3,483 Est. Cost $84.46 Unrealized +18.9%
ESTC ELASTIC N V ORD SHS 0.1%
Value ($000) $373 Shares 2,554 Est. Cost $75.79 Unrealized +62.2%
CDW CDW CORP COM 0.1%
Value ($000) $370 Shares 2,810 Est. Cost $112.77 Unrealized +9.2%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $367 Shares 689 Est. Cost $453.87 Unrealized +6.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $363 Shares 2,060 Est. Cost $140.77 Unrealized +4.8%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $363 Shares 1,451 Est. Cost $160.45 Unrealized +48.4%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $362 Shares 6,109 Est. Cost $55.60 Unrealized -16.8%
BALL BALL CORP COM 0.1%
Value ($000) $362 Shares 3,881 Est. Cost $65.21 Unrealized +33.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $360 Shares 15,300 Est. Cost $17.89 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $360 Shares 1,100 Est. Cost $327.27 Unrealized
CCJ CAMECO CORP COM 0.1%
Value ($000) $357 Shares 26,658 Est. Cost $9.81 Unrealized +7.2%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $356 Shares 3,267 Est. Cost $108.24 Unrealized -9.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $356 Shares 7,068 Est. Cost $34.68 Unrealized +23.5%
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $355 Shares 2,029 Est. Cost $98.62 Unrealized +50.2%
FIZZ NATIONAL BEVERAGE CORP COM 0.1%
Value ($000) $355 Shares 4,178 Est. Cost $22.28 Unrealized +62.6%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $355 Shares 8,712 Est. Cost $33.76 Unrealized -3.5%
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $354 Shares 6,948 Est. Cost $50.95 Unrealized
ICLR ICON PLC SHS 0.1%
Value ($000) $353 Shares 1,811 Est. Cost $157.56 Unrealized +24.1%
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $351 Shares 6,943 Est. Cost $49.26 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $350 Shares 5,017 Est. Cost $60.91 Unrealized
NIO NIO INC SPON ADS 0.1%
Value ($000) $349 Shares 7,160 Est. Cost $48.74 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $348 Shares 1 Est. Cost $318723.75 Unrealized +3.8%
EXAS EXACT SCIENCES CORP COM 0.1%
Value ($000) $348 Shares 2,627 Est. Cost $86.33 Unrealized +40.1%
AZTA BROOKS AUTOMATION INC NEW COM 0.1%
Value ($000) $348 Shares 5,134 Est. Cost $37.91 Unrealized +63.6%
ETFMG ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $347 Shares 24,134 Est. Cost $14.38 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $341 Shares 3,572 Est. Cost $76.61 Unrealized +10.7%
MMM 3M CO COM 0.1%
Value ($000) $339 Shares 1,939 Est. Cost $103.99 Unrealized +13.0%
MGM GROWTH PPTYS LLC CL A COM 0.1%
Value ($000) $338 Shares 10,806 Est. Cost $27.23 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $336 Shares 1,052 Est. Cost $192.20 Unrealized +43.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $336 Shares 1,187 Est. Cost $151.68 Unrealized +82.7%
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $331 Shares 804 Est. Cost $333.76 Unrealized +7.0%
POOL POOL CORP COM 0.1%
Value ($000) $329 Shares 882 Est. Cost $224.89 Unrealized +46.2%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $329 Shares 4,891 Est. Cost $46.30 Unrealized +27.2%
MET METLIFE INC COM 0.1%
Value ($000) $327 Shares 6,974 Est. Cost $30.75 Unrealized +20.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $325 Shares 6,876 Est. Cost $43.47 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $324 Shares 2,065 Est. Cost $121.48 Unrealized
STNE STONECO LTD COM CL A 0.1%
Value ($000) $320 Shares 3,810 Est. Cost $52.81 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $319 Shares 903 Est. Cost $278.26 Unrealized
AMEDISYS INC COM 0.1%
Value ($000) $319 Shares 1,089 Est. Cost $199.32 Unrealized
LSTR LANDSTAR SYS INC COM 0.1%
Value ($000) $318 Shares 2,358 Est. Cost $125.62 Unrealized
ANSYS INC COM 0.1%
Value ($000) $316 Shares 868 Est. Cost $232.36 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $310 Shares 12,608 Est. Cost $21.63 Unrealized
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $310 Shares 8,418 Est. Cost $31.85 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.1%
Value ($000) $309 Shares 6,141 Est. Cost $32.91 Unrealized 0.0%
ATLASSIAN CORP PLC CL A 0.1%
Value ($000) $307 Shares 1,311 Est. Cost $185.90 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $307 Shares 6,318 Est. Cost $44.31 Unrealized
IHS MARKIT LTD SHS 0.1%
Value ($000) $307 Shares 3,420 Est. Cost $76.17 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $306 Shares 3,550 Est. Cost $70.69 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $305 Shares 2,534 Est. Cost $94.09 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $305 Shares 4,488 Est. Cost $67.96 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $304 Shares 1,877 Est. Cost $146.17 Unrealized +1.9%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $303 Shares 1,132 Est. Cost $200.72 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $303 Shares 3,276 Est. Cost $33.25 Unrealized +26.4%
BOH BANK HAWAII CORP COM 0.1%
Value ($000) $302 Shares 3,947 Est. Cost $55.00 Unrealized 0.0%
EQIX EQUINIX INC COM 0.1%
Value ($000) $302 Shares 423 Est. Cost $554.53 Unrealized +21.7%
CTAS CINTAS CORP COM 0.1%
Value ($000) $302 Shares 853 Est. Cost $55.48 Unrealized +48.9%
RBC RBC BEARINGS INC COM 0.1%
Value ($000) $300 Shares 1,675 Est. Cost $152.79 Unrealized -0.1%
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $296 Shares 5,086 Est. Cost $56.73 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $296 Shares 2,192 Est. Cost $115.97 Unrealized 0.0%
NDSN NORDSON CORP COM 0.1%
Value ($000) $295 Shares 1,468 Est. Cost $161.38 Unrealized +17.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $294 Shares 1,235 Est. Cost $181.02 Unrealized +13.1%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.1%
Value ($000) $291 Shares 1,712 Est. Cost $132.34 Unrealized
CORELOGIC INC COM 0.1%
Value ($000) $288 Shares 3,721 Est. Cost $67.32 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $287 Shares 129 Est. Cost $1730.56 Unrealized +9.7%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $286 Shares 664 Est. Cost $398.27 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $285 Shares 3,055 Est. Cost $59.79 Unrealized +28.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $284 Shares 525 Est. Cost $35.38 Unrealized +43.3%
AIN ALBANY INTL CORP CL A 0.1%
Value ($000) $283 Shares 3,855 Est. Cost $59.22 Unrealized 0.0%
O REALTY INCOME CORP COM 0.1%
Value ($000) $281 Shares 4,519 Est. Cost $51.35 Unrealized -11.2%
AMPLIFY SEYMOUR CANNABIS ETF 0.1%
Value ($000) $280 Shares 16,072 Est. Cost $17.42 Unrealized
WDFC WD-40 CO COM 0.1%
Value ($000) $278 Shares 1,045 Est. Cost $223.09 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $277 Shares 2,134 Est. Cost $79.38 Unrealized +39.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $271 Shares 4,058 Est. Cost $54.43 Unrealized +8.6%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $270 Shares 13,275 Est. Cost $19.51 Unrealized
PRI PRIMERICA INC COM 0.1%
Value ($000) $269 Shares 2,011 Est. Cost $113.15 Unrealized +11.0%
IT GARTNER INC COM 0.1%
Value ($000) $269 Shares 1,677 Est. Cost $144.06 Unrealized 0.0%
MBB ISHARES MBS ETF 0.1%
Value ($000) $268 Shares 2,430 Est. Cost $110.29 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $268 Shares 1,817 Est. Cost $99.98 Unrealized +21.2%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $264 Shares 2,648 Est. Cost $86.29 Unrealized +1.3%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $261 Shares 909 Est. Cost $252.99 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $260 Shares 1,278 Est. Cost $148.39 Unrealized +22.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $260 Shares 3,876 Est. Cost $64.46 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.1%
Value ($000) $259 Shares 1,500 Est. Cost $163.69 Unrealized 0.0%
CPRT COPART INC COM 0.1%
Value ($000) $259 Shares 2,036 Est. Cost $24.22 Unrealized +20.3%
ILMN ILLUMINA INC COM 0.1%
Value ($000) $259 Shares 699 Est. Cost $318.77 Unrealized 0.0%
FIVN FIVE9 INC COM 0.1%
Value ($000) $256 Shares 1,467 Est. Cost $152.08 Unrealized 0.0%
CAKE CHEESECAKE FACTORY INC COM 0.1%
Value ($000) $255 Shares 6,876 Est. Cost $30.90 Unrealized 0.0%
KANSAS CITY SOUTHERN COM NEW 0.1%
Value ($000) $254 Shares 1,243 Est. Cost $149.11 Unrealized
THOMSON REUTERS CORP. COM NEW 0.1%
Value ($000) $253 Shares 3,095 Est. Cost $67.87 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $253 Shares 657 Est. Cost $336.52 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.1%
Value ($000) $251 Shares 3,071 Est. Cost $78.35 Unrealized +11.5%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $250 Shares 573 Est. Cost $345.80 Unrealized +19.3%
BA BOEING CO COM 0.1%
Value ($000) $249 Shares 1,162 Est. Cost $192.22 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $247 Shares 905 Est. Cost $182.81 Unrealized +26.6%
SRE SEMPRA ENERGY COM 0.1%
Value ($000) $245 Shares 1,926 Est. Cost $51.11 Unrealized +6.6%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $245 Shares 1,547 Est. Cost $142.46 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $244 Shares 2,623 Est. Cost $68.70 Unrealized +21.4%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $241 Shares 768 Est. Cost $313.80 Unrealized
LII LENNOX INTL INC COM 0.1%
Value ($000) $241 Shares 880 Est. Cost $188.58 Unrealized +41.7%
MCK MCKESSON CORP COM 0.1%
Value ($000) $240 Shares 1,378 Est. Cost $161.42 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $240 Shares 3,318 Est. Cost $70.22 Unrealized -8.0%
DOW DOW INC COM 0.1%
Value ($000) $240 Shares 4,321 Est. Cost $39.03 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $239 Shares 1,352 Est. Cost $120.23 Unrealized +20.5%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $237 Shares 900 Est. Cost $197.01 Unrealized 0.0%
ROL ROLLINS INC COM 0.1%
Value ($000) $236 Shares 6,042 Est. Cost $23.75 Unrealized +53.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $235 Shares 1,198 Est. Cost $149.97 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $235 Shares 5,037 Est. Cost $28.94 Unrealized +17.0%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $235 Shares 1,547 Est. Cost $136.54 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $233 Shares 7,712 Est. Cost $23.04 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $231 Shares 1,643 Est. Cost $140.60 Unrealized
IAA INC COM 0.1%
Value ($000) $230 Shares 3,539 Est. Cost $64.99 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $229 Shares 473 Est. Cost $564.93 Unrealized -5.0%
RLI RLI CORP COM 0.1%
Value ($000) $229 Shares 2,197 Est. Cost $39.52 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $229 Shares 248 Est. Cost $64.65 Unrealized +35.6%
NEW ORIENTAL ED & TECHNOLOGY G SPON ADR 0.1%
Value ($000) $227 Shares 1,220 Est. Cost $186.07 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $226 Shares 21,014 Est. Cost $8.58 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $226 Shares 1,009 Est. Cost $199.71 Unrealized 0.0%
PERSHING SQUARE TONTINE HLDGS COM CL A 0.1%
Value ($000) $225 Shares 8,100 Est. Cost $27.78 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $225 Shares 2,641 Est. Cost $85.19 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $223 Shares 547 Est. Cost $371.45 Unrealized 0.0%
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $222 Shares 5,562 Est. Cost $39.91 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $217 Shares 1,528 Est. Cost $142.02 Unrealized
FFIN FIRST FINL BANKSHARES COM 0.1%
Value ($000) $217 Shares 5,995 Est. Cost $29.71 Unrealized 0.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $215 Shares 2,818 Est. Cost $66.00 Unrealized +5.5%
CSX CSX CORP COM 0.1%
Value ($000) $215 Shares 2,375 Est. Cost $26.81 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $214 Shares 805 Est. Cost $223.63 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $214 Shares 2,445 Est. Cost $79.28 Unrealized 0.0%
EFX EQUIFAX INC COM 0.1%
Value ($000) $213 Shares 1,104 Est. Cost $162.01 Unrealized 0.0%
BL BLACKLINE INC COM 0.1%
Value ($000) $212 Shares 1,586 Est. Cost $111.58 Unrealized 0.0%
ALLE ALLEGION PLC ORD SHS 0.1%
Value ($000) $212 Shares 1,823 Est. Cost $91.83 Unrealized +10.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $208 Shares 3,040 Est. Cost $56.47 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $208 Shares 866 Est. Cost $224.69 Unrealized 0.0%
COOPER COS INC COM NEW 0.1%
Value ($000) $207 Shares 570 Est. Cost $363.16 Unrealized
EVTC EVERTEC INC COM 0.1%
Value ($000) $207 Shares 5,264 Est. Cost $36.21 Unrealized 0.0%
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $206 Shares 284 Est. Cost $725.35 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.1%
Value ($000) $204 Shares 4,400 Est. Cost $32.88 Unrealized +20.8%
AWI ARMSTRONG WORLD INDS INC COM 0.1%
Value ($000) $203 Shares 2,729 Est. Cost $68.65 Unrealized 0.0%
VTRS VIATRIS INC COM 0.1%
Value ($000) $203 Shares 10,809 Est. Cost $13.33 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $203 Shares 277 Est. Cost $226.70 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.1%
Value ($000) $202 Shares 774 Est. Cost $222.79 Unrealized 0.0%
BBY BEST BUY INC COM 0.1%
Value ($000) $202 Shares 2,025 Est. Cost $81.81 Unrealized +9.9%
AOS SMITH A O CORP COM 0.1%
Value ($000) $201 Shares 3,665 Est. Cost $39.47 Unrealized +27.4%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $188 Shares 22,872 Est. Cost $8.22 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $176 Shares 28,558 Est. Cost $9.56 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $130 Shares 10,627 Est. Cost $12.52 Unrealized
M MACYS INC COM 0.0%
Value ($000) $113 Shares 10,000 Est. Cost $8.56 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $89 Shares 10,095 Est. Cost $7.38 Unrealized
SEELOS THERAPEUTICS INC COM 0.0%
Value ($000) $79 Shares 50,000 Est. Cost $1.58 Unrealized
PARTY CITY HOLDCO INC COM 0.0%
Value ($000) $62 Shares 10,000 Est. Cost $6.20 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $8 Shares 24,425 Est. Cost $1.11 Unrealized -34.7%