Wealth Alliance Diversified Active

CIK: 0001793904 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 18, 2021

Total Value ($000): $356,977 (100.0% shares, 0.0% debt)

Holdings (384)

AAPL APPLE INC 6.4%
Value ($000) $22,843 Shares 187,009 Est. Cost $96.23 Unrealized +30.0%
IVV ISHARES S&P 500 4.6%
Value ($000) $16,319 Shares 41,023 Est. Cost $319.68 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.3%
Value ($000) $8,286 Shares 90,205 Est. Cost $86.26 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 1.9%
Value ($000) $6,779 Shares 17,103 Est. Cost $309.52 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,702 Shares 28,428 Est. Cost $144.59 Unrealized +54.2%
IJR ISHARES CORE S&P SMALL-CAP E 1.6%
Value ($000) $5,560 Shares 51,226 Est. Cost $79.56 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $5,551 Shares 1,794 Est. Cost $107.84 Unrealized +47.0%
AMLP ALPS ETF TR ALERIAN MLP 1.5%
Value ($000) $5,291 Shares 173,476 Est. Cost $24.58 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.4%
Value ($000) $4,909 Shares 34,755 Est. Cost $120.56 Unrealized
IJH ISHARES S&P MIDCAP 400 INDEX FUND 1.3%
Value ($000) $4,684 Shares 17,996 Est. Cost $190.86 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $4,610 Shares 70,809 Est. Cost $100.89 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 1.3%
Value ($000) $4,499 Shares 62,433 Est. Cost $59.48 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 1.3%
Value ($000) $4,465 Shares 49,135 Est. Cost $86.88 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.1%
Value ($000) $4,068 Shares 19,003 Est. Cost $146.20 Unrealized
META FACEBOOK INC-CLASS A 1.1%
Value ($000) $3,840 Shares 13,037 Est. Cost $204.12 Unrealized +31.0%
EFV ISHARES TR EAFE VALUE ETF 1.1%
Value ($000) $3,771 Shares 73,984 Est. Cost $49.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $3,118 Shares 53,606 Est. Cost $42.61 Unrealized -0.8%
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.9%
Value ($000) $3,111 Shares 17,584 Est. Cost $118.66 Unrealized
ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL B0SF3S5 0.8%
Value ($000) $2,961 Shares 182,132 Est. Cost $14.59 Unrealized
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.8%
Value ($000) $2,948 Shares 98,540 Est. Cost $26.67 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $2,947 Shares 56,986 Est. Cost $38.23 Unrealized +6.3%
VO VANGUARD MID-CAP INDEX FUND 0.8%
Value ($000) $2,804 Shares 12,670 Est. Cost $145.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,793 Shares 7,507 Est. Cost $254.22 Unrealized +25.7%
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.8%
Value ($000) $2,782 Shares 57,697 Est. Cost $48.85 Unrealized
EEMV ISHARES INC MSCI EMERG MRKT 0.8%
Value ($000) $2,769 Shares 43,840 Est. Cost $54.17 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,503 Shares 16,441 Est. Cost $101.55 Unrealized +25.3%
PEP PEPSICO INC 0.7%
Value ($000) $2,479 Shares 17,523 Est. Cost $114.24 Unrealized +3.2%
JNJ JOHNSON &JOHNSON COM USD1.00 0.7%
Value ($000) $2,465 Shares 15,004 Est. Cost $116.12 Unrealized +21.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.6%
Value ($000) $2,305 Shares 20,243 Est. Cost $117.15 Unrealized
ABBV ABBVIE INC COM USD0.01 0.6%
Value ($000) $2,131 Shares 19,688 Est. Cost $67.92 Unrealized +30.9%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.6%
Value ($000) $2,105 Shares 23,725 Est. Cost $60.01 Unrealized +11.3%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,937 Shares 18,481 Est. Cost $82.34 Unrealized -3.4%
CMCSA COMCAST CORP 0.5%
Value ($000) $1,933 Shares 35,721 Est. Cost $36.76 Unrealized +25.5%
MRK MERCK &CO. INC COM 0.5%
Value ($000) $1,892 Shares 24,549 Est. Cost $64.62 Unrealized -2.4%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.5%
Value ($000) $1,883 Shares 9,963 Est. Cost $103.51 Unrealized +46.2%
HD HOME DEPOT INC 0.5%
Value ($000) $1,858 Shares 6,088 Est. Cost $211.25 Unrealized +15.7%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.5%
Value ($000) $1,810 Shares 31,691 Est. Cost $57.18 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $1,742 Shares 15,007 Est. Cost $116.05 Unrealized
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.5%
Value ($000) $1,739 Shares 2,817 Est. Cost $300.41 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $1,736 Shares 24,707 Est. Cost $53.71 Unrealized
T AT&T INC COM USD1 0.5%
Value ($000) $1,717 Shares 56,721 Est. Cost $18.09 Unrealized -10.7%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.5%
Value ($000) $1,691 Shares 7,879 Est. Cost $129.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.5%
Value ($000) $1,670 Shares 6,537 Est. Cost $212.87 Unrealized +14.1%
PJUN INNOVATOR ETFS TR S&P 500 PWR BU 0.5%
Value ($000) $1,649 Shares 53,769 Est. Cost $28.06 Unrealized
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,641 Shares 8,898 Est. Cost $133.82 Unrealized +34.6%
PFE PFIZER INC 0.5%
Value ($000) $1,614 Shares 44,536 Est. Cost $27.00 Unrealized +3.8%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,580 Shares 764 Est. Cost $70.76 Unrealized +39.2%
ESGE ISHARES INC ESG AWR MSCI EM 0.4%
Value ($000) $1,545 Shares 35,683 Est. Cost $42.45 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.4%
Value ($000) $1,540 Shares 15,327 Est. Cost $98.64 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,509 Shares 732 Est. Cost $67.22 Unrealized +45.7%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $1,505 Shares 11,157 Est. Cost $84.89 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.4%
Value ($000) $1,485 Shares 23,067 Est. Cost $47.99 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $1,436 Shares 3,021 Est. Cost $356.96 Unrealized +30.9%
V VISA INC 0.4%
Value ($000) $1,431 Shares 6,760 Est. Cost $181.66 Unrealized +11.8%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.4%
Value ($000) $1,406 Shares 10,002 Est. Cost $122.37 Unrealized -0.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.4%
Value ($000) $1,393 Shares 11,778 Est. Cost $58.10 Unrealized
REET ISHARES TRUST GLOBAL REIT ETF 0.4%
Value ($000) $1,385 Shares 54,366 Est. Cost $23.94 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.4%
Value ($000) $1,363 Shares 7,168 Est. Cost $102.84 Unrealized +52.6%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.4%
Value ($000) $1,342 Shares 7,793 Est. Cost $125.13 Unrealized +1.8%
ACN ACCENTURE PLC 0.4%
Value ($000) $1,304 Shares 4,721 Est. Cost $182.48 Unrealized +32.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.4%
Value ($000) $1,280 Shares 18,583 Est. Cost $46.90 Unrealized
LINDE PLC COM EUR0.001 0.4%
Value ($000) $1,279 Shares 4,569 Est. Cost $172.94 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.4%
Value ($000) $1,266 Shares 16,741 Est. Cost $63.27 Unrealized +8.8%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,255 Shares 21,512 Est. Cost $37.95 Unrealized +14.8%
IUSB ISHARES TR CORE TOTAL USD 0.3%
Value ($000) $1,229 Shares 23,306 Est. Cost $52.73 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.3%
Value ($000) $1,222 Shares 20,878 Est. Cost $45.84 Unrealized +8.6%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $1,207 Shares 18,517 Est. Cost $38.62 Unrealized +47.4%
ICLN ISHARES TR GL CLEAN ENE ETF 0.3%
Value ($000) $1,205 Shares 49,598 Est. Cost $25.30 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.3%
Value ($000) $1,197 Shares 5,652 Est. Cost $177.28 Unrealized +24.1%
IUSG ISHARES CORE S&P US GROWTH ETF 0.3%
Value ($000) $1,149 Shares 12,660 Est. Cost $57.72 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.3%
Value ($000) $1,113 Shares 4,908 Est. Cost $197.48 Unrealized
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $1,108 Shares 28,625 Est. Cost $25.15 Unrealized +21.8%
GOVT ISHARES TR US TREAS BD ETF 0.3%
Value ($000) $1,102 Shares 42,062 Est. Cost $26.42 Unrealized
VLUE ISHARES TR MSCI USA VALUE 0.3%
Value ($000) $1,100 Shares 10,738 Est. Cost $94.43 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.3%
Value ($000) $1,098 Shares 5,059 Est. Cost $142.83 Unrealized +23.7%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $1,083 Shares 4,459 Est. Cost $110.15 Unrealized +128.7%
SMG SCOTTS MIRACLE-GRO CO CL A 0.3%
Value ($000) $1,073 Shares 4,382 Est. Cost $88.76 Unrealized +112.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,067 Shares 9,033 Est. Cost $88.90 Unrealized +14.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,047 Shares 18,761 Est. Cost $43.15 Unrealized +0.4%
CM CANADIAN IMPERIAL BANK OF COMMERCE COM NPV ISIN #CA1360691010 SEDOL #2170525 0.3%
Value ($000) $1,044 Shares 10,672 Est. Cost $27.64 Unrealized +34.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.3%
Value ($000) $1,025 Shares 5,449 Est. Cost $142.47 Unrealized +18.0%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,013 Shares 2,844 Est. Cost $286.07 Unrealized +18.7%
ORCL ORACLE CORP 0.3%
Value ($000) $1,010 Shares 14,386 Est. Cost $53.89 Unrealized +12.5%
AVGO BROADCOM INC COM 0.3%
Value ($000) $986 Shares 2,126 Est. Cost $25.35 Unrealized +64.3%
CVS CVS HEALTH CORPORATION COM USD0.01 0.3%
Value ($000) $982 Shares 13,049 Est. Cost $57.21 Unrealized +8.9%
ZTS ZOETIS INC 0.3%
Value ($000) $956 Shares 6,071 Est. Cost $126.97 Unrealized +19.5%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $952 Shares 17,059 Est. Cost $54.73 Unrealized
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.3%
Value ($000) $952 Shares 2,510 Est. Cost $269.47 Unrealized
MCD MCDONALD S CORP 0.3%
Value ($000) $940 Shares 4,196 Est. Cost $169.01 Unrealized +13.2%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.3%
Value ($000) $913 Shares 23,577 Est. Cost $35.77 Unrealized
GILD GILEAD SCIENCES INC COM USD0.001 0.3%
Value ($000) $904 Shares 13,990 Est. Cost $53.15 Unrealized +0.4%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.3%
Value ($000) $902 Shares 2,441 Est. Cost $332.99 Unrealized -9.9%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $897 Shares 4,457 Est. Cost $106.97 Unrealized +56.6%
VIRTUS DIVIDEND INTEREST &PR COM 0.3%
Value ($000) $897 Shares 65,072 Est. Cost $13.78 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $896 Shares 11,599 Est. Cost $55.78 Unrealized +17.0%
SBUX STARBUCKS CORP COM USD0.001 0.3%
Value ($000) $893 Shares 8,176 Est. Cost $71.04 Unrealized +32.4%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.3%
Value ($000) $893 Shares 6,696 Est. Cost $94.48 Unrealized +3.8%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.2%
Value ($000) $889 Shares 19,695 Est. Cost $30.47 Unrealized +3.3%
PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 0.2%
Value ($000) $880 Shares 20,606 Est. Cost $26.78 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $875 Shares 3,515 Est. Cost $183.44 Unrealized +11.6%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.2%
Value ($000) $865 Shares 4,930 Est. Cost $105.57 Unrealized +31.2%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.2%
Value ($000) $863 Shares 14,570 Est. Cost $61.85 Unrealized
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.2%
Value ($000) $857 Shares 46,512 Est. Cost $17.53 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $850 Shares 10,065 Est. Cost $74.92 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $845 Shares 8,363 Est. Cost $71.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $841 Shares 13,315 Est. Cost $47.49 Unrealized +7.4%
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.2%
Value ($000) $826 Shares 62,601 Est. Cost $8.96 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $824 Shares 6,877 Est. Cost $75.63 Unrealized +43.6%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $822 Shares 3,544 Est. Cost $119.41 Unrealized +58.4%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.2%
Value ($000) $821 Shares 10,566 Est. Cost $49.95 Unrealized
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.2%
Value ($000) $817 Shares 13,551 Est. Cost $41.75 Unrealized +22.8%
SO SOUTHERN CO 0.2%
Value ($000) $816 Shares 13,127 Est. Cost $48.68 Unrealized +2.4%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.2%
Value ($000) $814 Shares 22,356 Est. Cost $24.15 Unrealized +5.8%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.2%
Value ($000) $810 Shares 2,633 Est. Cost $303.69 Unrealized
XYZ SQUARE INC CL A 0.2%
Value ($000) $809 Shares 3,564 Est. Cost $80.62 Unrealized +190.1%
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.2%
Value ($000) $801 Shares 4,877 Est. Cost $130.03 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.2%
Value ($000) $788 Shares 8,168 Est. Cost $72.58 Unrealized +4.0%
SHV ISHARES TR SHORT TREAS BD 0.2%
Value ($000) $780 Shares 7,062 Est. Cost $110.71 Unrealized
MET METLIFE INC COM USD0.01 0.2%
Value ($000) $778 Shares 12,795 Est. Cost $38.42 Unrealized +23.9%
UNP UNION PAC CORP COM 0.2%
Value ($000) $774 Shares 3,513 Est. Cost $150.12 Unrealized +25.3%
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $770 Shares 5,795 Est. Cost $87.79 Unrealized +47.6%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.2%
Value ($000) $759 Shares 15,262 Est. Cost $47.98 Unrealized
TFI SPDR SER TR NUVEEN BRC MUNIC 0.2%
Value ($000) $757 Shares 14,661 Est. Cost $51.63 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.2%
Value ($000) $750 Shares 5,300 Est. Cost $99.09 Unrealized +25.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.2%
Value ($000) $724 Shares 9,266 Est. Cost $51.98 Unrealized +37.8%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $699 Shares 5,156 Est. Cost $105.16 Unrealized +10.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.2%
Value ($000) $692 Shares 4,053 Est. Cost $91.48 Unrealized +81.4%
TSLA TESLA INC COM 0.2%
Value ($000) $691 Shares 1,034 Est. Cost $100.28 Unrealized +150.4%
AIG AMERICAN INTERNATIONAL GROUP INC 0.2%
Value ($000) $688 Shares 14,890 Est. Cost $24.69 Unrealized +56.4%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $684 Shares 7,930 Est. Cost $86.25 Unrealized
SONY SONY CORP SPON ADS EACH REPR 1 ORD SHS 0.2%
Value ($000) $674 Shares 6,360 Est. Cost $69.80 Unrealized
THO THOR INDUSTRIES INC 0.2%
Value ($000) $670 Shares 4,971 Est. Cost $73.66 Unrealized +49.1%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $670 Shares 1,255 Est. Cost $6.42 Unrealized +108.6%
INTC INTEL CORP COM USD0.001 0.2%
Value ($000) $669 Shares 10,445 Est. Cost $49.45 Unrealized +9.4%
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.2%
Value ($000) $661 Shares 30,735 Est. Cost $15.69 Unrealized +26.9%
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.2%
Value ($000) $658 Shares 41,847 Est. Cost $9.63 Unrealized +24.9%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.2%
Value ($000) $657 Shares 5,392 Est. Cost $97.36 Unrealized +9.9%
QCOM QUALCOMM INC 0.2%
Value ($000) $650 Shares 4,900 Est. Cost $97.00 Unrealized +33.7%
TORTOISE ESSENTIAL ASSETS INCO COM SH BEN INT 0.2%
Value ($000) $645 Shares 44,967 Est. Cost $13.06 Unrealized
BLACKROCK INC COM USD0.01 0.2%
Value ($000) $639 Shares 847 Est. Cost $477.74 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $631 Shares 2,040 Est. Cost $285.00 Unrealized +9.0%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $631 Shares 11,916 Est. Cost $42.52 Unrealized -2.7%
ALL ALLSTATE CORP COM USD0.01 0.2%
Value ($000) $631 Shares 5,490 Est. Cost $91.10 Unrealized +7.2%
USB U.S. BANCORP 0.2%
Value ($000) $630 Shares 11,397 Est. Cost $35.29 Unrealized +14.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $607 Shares 1,330 Est. Cost $348.40 Unrealized +35.2%
PFXF VANECK VECTORS ETF TR PFD SECS EX FINL 0.2%
Value ($000) $602 Shares 28,897 Est. Cost $20.56 Unrealized
TT TRANE TECHNOLOGIES PLC COM USD1 0.2%
Value ($000) $598 Shares 3,611 Est. Cost $90.52 Unrealized +60.7%
ELV ANTHEM INC 0.2%
Value ($000) $586 Shares 1,632 Est. Cost $248.13 Unrealized +21.2%
TJX TJX COMPANIES INC 0.2%
Value ($000) $585 Shares 8,838 Est. Cost $60.28 Unrealized +3.3%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $583 Shares 6,231 Est. Cost $79.57 Unrealized -6.9%
CREDIT SUISSE GRP ADR REPTG ONE ORD 0.2%
Value ($000) $579 Shares 54,630 Est. Cost $8.94 Unrealized
MS MORGAN STANLEY COM USD0.01 0.2%
Value ($000) $576 Shares 7,412 Est. Cost $36.60 Unrealized +79.2%
IGSB ISHARES TR ISHS 1-5YR INVS 0.2%
Value ($000) $573 Shares 10,478 Est. Cost $54.69 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.2%
Value ($000) $570 Shares 4,337 Est. Cost $89.09 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $569 Shares 6,716 Est. Cost $68.30 Unrealized -1.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $568 Shares 3,341 Est. Cost $90.41 Unrealized +46.0%
COST COSTCO WHOLESALE CORP COM USD0.01 0.2%
Value ($000) $556 Shares 1,578 Est. Cost $279.63 Unrealized +17.9%
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $556 Shares 8,190 Est. Cost $25.67 Unrealized +115.6%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $553 Shares 7,277 Est. Cost $63.14 Unrealized -7.4%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.2%
Value ($000) $551 Shares 2,922 Est. Cost $145.45 Unrealized +7.7%
ALC ALCON INC 0.2%
Value ($000) $550 Shares 7,839 Est. Cost $63.00 Unrealized +10.8%
C CITIGROUP INC 0.2%
Value ($000) $541 Shares 7,432 Est. Cost $49.69 Unrealized +13.1%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $534 Shares 6,252 Est. Cost $84.29 Unrealized
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $530 Shares 9,051 Est. Cost $45.17 Unrealized +4.3%
APD AIR PRODUCTS AND CHEMICALS INC 0.1%
Value ($000) $521 Shares 1,853 Est. Cost $198.28 Unrealized +21.1%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.1%
Value ($000) $520 Shares 11,235 Est. Cost $28.54 Unrealized +87.8%
GIS GENERAL MILLS INC COM USD0.10 0.1%
Value ($000) $520 Shares 8,483 Est. Cost $50.70 Unrealized -3.5%
MSCI MSCI INC 0.1%
Value ($000) $518 Shares 1,235 Est. Cost $267.10 Unrealized +49.6%
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $516 Shares 1,032 Est. Cost $64.20 Unrealized +64.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $515 Shares 6,316 Est. Cost $61.09 Unrealized +6.3%
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.1%
Value ($000) $515 Shares 2,261 Est. Cost $159.12 Unrealized +30.7%
KO COCA-COLA CO 0.1%
Value ($000) $514 Shares 9,747 Est. Cost $44.58 Unrealized -2.7%
WSO WATSCO INC 0.1%
Value ($000) $513 Shares 1,969 Est. Cost $170.06 Unrealized +45.0%
IYE ISHARES DOW JONES US ENERGY SECTOR FUND 0.1%
Value ($000) $509 Shares 19,414 Est. Cost $26.22 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $507 Shares 6,555 Est. Cost $17.55 Unrealized +65.7%
NFLX NETFLIX INC 0.1%
Value ($000) $506 Shares 970 Est. Cost $43.48 Unrealized +22.0%
BLACKROCK LTD DURATION INCOME TRUST 0.1%
Value ($000) $503 Shares 30,033 Est. Cost $16.17 Unrealized
LLY ELI LILLY AND CO 0.1%
Value ($000) $502 Shares 2,687 Est. Cost $134.75 Unrealized +38.1%
TM TOYOTA MOTOR ADR REP 2 ORD 0.1%
Value ($000) $490 Shares 3,143 Est. Cost $155.04 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $485 Shares 8,906 Est. Cost $32.65 Unrealized +70.9%
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.1%
Value ($000) $484 Shares 3,061 Est. Cost $125.19 Unrealized +20.0%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.1%
Value ($000) $476 Shares 1,478 Est. Cost $42.67 Unrealized +39.3%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $471 Shares 1,949 Est. Cost $173.92 Unrealized +17.4%
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $471 Shares 3,374 Est. Cost $108.40 Unrealized +4.4%
ROYAL DUTCH SHELL ADR REP 2 CL B ORD 0.1%
Value ($000) $467 Shares 12,686 Est. Cost $33.59 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $466 Shares 20,355 Est. Cost $14.38 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.1%
Value ($000) $463 Shares 1,403 Est. Cost $327.86 Unrealized
HC2 HOLDINGS INC 0.1%
Value ($000) $463 Shares 117,500 Est. Cost $3.94 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $462 Shares 2,159 Est. Cost $181.36 Unrealized +11.1%
ALGN ALIGN TECHNOLOGY INC COM USD0.0001 0.1%
Value ($000) $461 Shares 852 Est. Cost $236.82 Unrealized +133.4%
AZTA BROOKS AUTOMATION INC NEW COM 0.1%
Value ($000) $456 Shares 5,582 Est. Cost $41.31 Unrealized +94.4%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $453 Shares 9,025 Est. Cost $48.92 Unrealized
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC 0.1%
Value ($000) $445 Shares 1,536 Est. Cost $166.95 Unrealized +66.5%
CDW CDW CORP COM USD0.01 0.1%
Value ($000) $444 Shares 2,680 Est. Cost $112.77 Unrealized +24.8%
DE DEERE & CO 0.1%
Value ($000) $443 Shares 1,183 Est. Cost $307.48 Unrealized 0.0%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.1%
Value ($000) $440 Shares 8,254 Est. Cost $40.07 Unrealized
HORIZON PHARMA PLC COM USD0.0001 ISIN #IE00BQPVQZ61 0.1%
Value ($000) $438 Shares 4,757 Est. Cost $56.16 Unrealized
GWW GRAINGER W W INC COM USD0.50 0.1%
Value ($000) $435 Shares 1,084 Est. Cost $369.16 Unrealized -0.6%
CME CME GROUP INC COM 0.1%
Value ($000) $435 Shares 2,128 Est. Cost $155.63 Unrealized +4.8%
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 0.1%
Value ($000) $434 Shares 26,113 Est. Cost $9.81 Unrealized +54.8%
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.1%
Value ($000) $432 Shares 9,444 Est. Cost $33.81 Unrealized +1.8%
SNPS SYNOPSYS INC 0.1%
Value ($000) $432 Shares 1,742 Est. Cost $147.45 Unrealized +72.2%
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $429 Shares 14,867 Est. Cost $25.77 Unrealized -10.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $428 Shares 1,872 Est. Cost $166.23 Unrealized
BAX BAXTER INTERNATIONAL INC COM USD1.00 0.1%
Value ($000) $428 Shares 5,070 Est. Cost $71.45 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM NPV 0.1%
Value ($000) $426 Shares 7,007 Est. Cost $44.36 Unrealized +10.3%
NOC NORTHROP GRUMMAN CORP COM USD1 0.1%
Value ($000) $425 Shares 1,312 Est. Cost $309.08 Unrealized -10.0%
EQR EQUITY RESIDENTIAL SBI USD0.01 0.1%
Value ($000) $423 Shares 5,899 Est. Cost $55.60 Unrealized -1.5%
RYAAY RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP 0.1%
Value ($000) $422 Shares 3,667 Est. Cost $115.08 Unrealized
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $421 Shares 4,700 Est. Cost $57.49 Unrealized +22.7%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $420 Shares 11,180 Est. Cost $22.67 Unrealized +25.3%
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.1%
Value ($000) $412 Shares 8,777 Est. Cost $46.94 Unrealized
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $411 Shares 990 Est. Cost $343.91 Unrealized +12.8%
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $408 Shares 6,969 Est. Cost $31.09 Unrealized +46.5%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $408 Shares 3,563 Est. Cost $84.97 Unrealized +26.4%
CHD CHURCH &DWIGHT COM USD1.00 0.1%
Value ($000) $407 Shares 4,657 Est. Cost $66.27 Unrealized +18.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $404 Shares 18,334 Est. Cost $23.87 Unrealized
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $399 Shares 4,199 Est. Cost $90.50 Unrealized
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.1%
Value ($000) $398 Shares 6,836 Est. Cost $47.69 Unrealized
ADM ARCHER-DANIELS-MIDLA ND CO 0.1%
Value ($000) $397 Shares 6,967 Est. Cost $34.68 Unrealized +38.3%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.1%
Value ($000) $396 Shares 5,010 Est. Cost $52.14 Unrealized
ATLASSIAN CORPORATION PLC COM USD0.1 CL A 0.1%
Value ($000) $391 Shares 1,853 Est. Cost $193.24 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $391 Shares 2,830 Est. Cost $82.46 Unrealized +44.2%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $389 Shares 2,055 Est. Cost $141.85 Unrealized
EUSB ISHARES TR ESG ADV TTL USD 0.1%
Value ($000) $388 Shares 7,911 Est. Cost $49.05 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $388 Shares 78,200 Est. Cost $4.96 Unrealized
MMM 3M CO 0.1%
Value ($000) $387 Shares 2,009 Est. Cost $104.72 Unrealized +19.4%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $386 Shares 1 Est. Cost $318723.75 Unrealized +15.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $384 Shares 4,221 Est. Cost $35.83 Unrealized +25.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $382 Shares 9,790 Est. Cost $24.86 Unrealized +27.2%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $381 Shares 2,956 Est. Cost $104.16 Unrealized +3.8%
LSTR LANDSTAR SYSTEM INC 0.1%
Value ($000) $381 Shares 2,306 Est. Cost $125.62 Unrealized
AMPLIFY ETF TR SEYMOUR CANNBS 0.1%
Value ($000) $380 Shares 13,072 Est. Cost $17.42 Unrealized
BDX BECTON DICKINSON &CO COM USD1.00 0.1%
Value ($000) $377 Shares 1,551 Est. Cost $224.95 Unrealized +0.3%
FIVE FIVE BELOW INC 0.1%
Value ($000) $376 Shares 1,971 Est. Cost $98.62 Unrealized +91.1%
MTUM ISHARES TR MSCI USA MMENTM 0.1%
Value ($000) $376 Shares 2,340 Est. Cost $160.68 Unrealized
SAP SAP ADR REP 1 ORD 0.1%
Value ($000) $373 Shares 3,035 Est. Cost $114.03 Unrealized
ICLR ICON PLC ORD EUR0.06 0.1%
Value ($000) $372 Shares 1,896 Est. Cost $159.34 Unrealized +23.9%
IHS MARKIT LTD COM USD0.01 ISIN #BMG475671050 SEDOL #BH0K6S8 0.1%
Value ($000) $370 Shares 3,822 Est. Cost $78.34 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $368 Shares 2,851 Est. Cost $129.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $367 Shares 6,097 Est. Cost $41.91 Unrealized +16.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $365 Shares 494 Est. Cost $226.44 Unrealized +11.1%
INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 0.1%
Value ($000) $360 Shares 19,209 Est. Cost $18.74 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $359 Shares 2,761 Est. Cost $132.78 Unrealized
FCX FREEPORT-MCMORAN INC COM USD0.10 0.1%
Value ($000) $359 Shares 10,889 Est. Cost $8.58 Unrealized +253.8%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $358 Shares 1,303 Est. Cost $210.44 Unrealized
CL COLGATE-PALMOLIVE CO COM USD1.00 0.1%
Value ($000) $357 Shares 4,528 Est. Cost $62.57 Unrealized +11.8%
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $357 Shares 20,629 Est. Cost $18.17 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $355 Shares 1,201 Est. Cost $146.30 Unrealized
CYRUSONE INC COM USD0.01 0.1%
Value ($000) $354 Shares 5,221 Est. Cost $64.19 Unrealized
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.1%
Value ($000) $349 Shares 2,595 Est. Cost $80.95 Unrealized +45.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $349 Shares 3,240 Est. Cost $107.72 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $349 Shares 1,300 Est. Cost $183.41 Unrealized +24.8%
WMT WALMART INC COM 0.1%
Value ($000) $347 Shares 2,551 Est. Cost $41.91 Unrealized +3.3%
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $347 Shares 2,666 Est. Cost $95.88 Unrealized
SPLUNK INC COM USD0.001 0.1%
Value ($000) $347 Shares 2,563 Est. Cost $141.01 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.1%
Value ($000) $343 Shares 5,092 Est. Cost $61.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $343 Shares 14,725 Est. Cost $17.89 Unrealized +53.3%
CTAS CINTAS CORP 0.1%
Value ($000) $341 Shares 1,000 Est. Cost $59.22 Unrealized +36.6%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $340 Shares 16,455 Est. Cost $8.91 Unrealized +80.0%
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.1%
Value ($000) $338 Shares 6,701 Est. Cost $49.26 Unrealized
LABORATORY CORP AMER HLDGS COM USD0.1 0.1%
Value ($000) $336 Shares 1,318 Est. Cost $135.38 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.1%
Value ($000) $336 Shares 3,966 Est. Cost $86.40 Unrealized
MGM GROWTH PPTYS LLC CL A COM 0.1%
Value ($000) $332 Shares 10,168 Est. Cost $27.23 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $331 Shares 2,500 Est. Cost $51.56 Unrealized +3.0%
IEF ISHARES TR BARCLAYS 7 10 YR 0.1%
Value ($000) $330 Shares 2,923 Est. Cost $112.90 Unrealized
WDAY WORKDAY INC COM USD0.001 CL A 0.1%
Value ($000) $330 Shares 1,329 Est. Cost $232.47 Unrealized +6.3%
IXC ISHARES TRUST S & P GLOBAL 0.1%
Value ($000) $327 Shares 13,275 Est. Cost $19.51 Unrealized
BA BOEING CO COM USD5.00 0.1%
Value ($000) $323 Shares 1,267 Est. Cost $194.71 Unrealized +14.1%
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $320 Shares 6,708 Est. Cost $50.95 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.1%
Value ($000) $320 Shares 1,340 Est. Cost $197.87 Unrealized -2.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $318 Shares 6,217 Est. Cost $28.35 Unrealized +7.3%
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS 0.1%
Value ($000) $318 Shares 9,699 Est. Cost $34.14 Unrealized
TAL TAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS 0.1%
Value ($000) $317 Shares 5,896 Est. Cost $68.26 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $317 Shares 136 Est. Cost $1753.96 Unrealized +24.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $314 Shares 1,894 Est. Cost $146.61 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $313 Shares 1,130 Est. Cost $202.61 Unrealized +42.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $312 Shares 1,763 Est. Cost $29.45 Unrealized 0.0%
IT GARTNER INC COM USD0.0005 0.1%
Value ($000) $311 Shares 1,706 Est. Cost $144.57 Unrealized +20.3%
TER TERADYNE INC COM USD0.125 0.1%
Value ($000) $310 Shares 2,550 Est. Cost $65.50 Unrealized +88.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $310 Shares 639 Est. Cost $336.52 Unrealized +32.5%
PAYX PAYCHEX INC COM USD0.01 0.1%
Value ($000) $310 Shares 3,164 Est. Cost $60.50 Unrealized +32.9%
LNC LINCOLN NATIONAL CORP COM NPV 0.1%
Value ($000) $309 Shares 4,957 Est. Cost $32.91 Unrealized +31.1%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $304 Shares 847 Est. Cost $278.26 Unrealized
RBC RBC BEARINGS INC 0.1%
Value ($000) $302 Shares 1,533 Est. Cost $152.79 Unrealized +23.1%
SNY SANOFI ADR REP 1 1/2 ORD 0.1%
Value ($000) $301 Shares 6,078 Est. Cost $44.31 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value ($000) $300 Shares 2,830 Est. Cost $86.44 Unrealized +2.6%
POOL POOL CORP COM 0.1%
Value ($000) $300 Shares 869 Est. Cost $224.89 Unrealized +46.2%
AIN ALBANY INTERNATIONAL CORP 0.1%
Value ($000) $299 Shares 3,584 Est. Cost $59.22 Unrealized +26.2%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $299 Shares 4,491 Est. Cost $46.30 Unrealized +33.1%
INTU INTUIT INC 0.1%
Value ($000) $298 Shares 779 Est. Cost $265.33 Unrealized +40.9%
ANSYS INC COM USD0.01 0.1%
Value ($000) $295 Shares 868 Est. Cost $232.36 Unrealized
WST WEST PHARMACEUTICAL SERVICES INC 0.1%
Value ($000) $295 Shares 1,048 Est. Cost $151.68 Unrealized +86.5%
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 0.1%
Value ($000) $293 Shares 1,912 Est. Cost $103.19 Unrealized +31.8%
BBY BEST BUY CO INC COM USD0.10 0.1%
Value ($000) $293 Shares 2,556 Est. Cost $83.63 Unrealized +8.3%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $292 Shares 634 Est. Cost $453.87 Unrealized +6.3%
BALL BALL CORP COM NPV 0.1%
Value ($000) $291 Shares 3,438 Est. Cost $65.21 Unrealized +26.2%
USMV ISHARES TR MSCI USA MIN VOL 0.1%
Value ($000) $290 Shares 4,195 Est. Cost $67.96 Unrealized
WDFC WD-40 CO 0.1%
Value ($000) $288 Shares 939 Est. Cost $223.09 Unrealized +25.6%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $287 Shares 2,065 Est. Cost $115.97 Unrealized -4.4%
GGG GRACO INC 0.1%
Value ($000) $286 Shares 3,991 Est. Cost $47.84 Unrealized +39.4%
THOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0 0.1%
Value ($000) $286 Shares 3,266 Est. Cost $68.90 Unrealized
ESTC ELASTIC N V COM EUR0.01 0.1%
Value ($000) $286 Shares 2,570 Est. Cost $75.79 Unrealized +87.4%
BX BLACKSTONE GROUP INC COM 0.1%
Value ($000) $286 Shares 3,838 Est. Cost $58.60 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 0.1%
Value ($000) $286 Shares 1,069 Est. Cost $193.89 Unrealized +60.8%
MCK MCKESSON CORP 0.1%
Value ($000) $282 Shares 1,444 Est. Cost $162.15 Unrealized +9.4%
NDSN NORDSON CORP 0.1%
Value ($000) $282 Shares 1,417 Est. Cost $161.38 Unrealized +14.2%
KJAN INNOVATOR ETFS TR RUSSELL 2000 P 0.1%
Value ($000) $281 Shares 9,243 Est. Cost $30.40 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $279 Shares 1,055 Est. Cost $149.11 Unrealized
ILMN ILLUMINA INC COM USD0.01 0.1%
Value ($000) $279 Shares 727 Est. Cost $322.20 Unrealized +26.6%
CORELOGIC INC COM USD0.00001 0.1%
Value ($000) $279 Shares 3,516 Est. Cost $67.32 Unrealized
GENERAL ELECTRIC CO COM USD0.06 0.1%
Value ($000) $279 Shares 21,238 Est. Cost $8.62 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.1%
Value ($000) $278 Shares 3,201 Est. Cost $78.87 Unrealized +15.4%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $277 Shares 5,456 Est. Cost $31.85 Unrealized +22.3%
PRI PRIMERICA INC COM USD0.01 0.1%
Value ($000) $275 Shares 1,857 Est. Cost $113.15 Unrealized +26.7%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $273 Shares 1,937 Est. Cost $116.48 Unrealized 0.0%
JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 0.1%
Value ($000) $272 Shares 1,792 Est. Cost $146.17 Unrealized -1.8%
MKC MCCORMICK &COMPANY INC COM NPV 0.1%
Value ($000) $272 Shares 3,045 Est. Cost $76.61 Unrealized +4.7%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $269 Shares 1,734 Est. Cost $99.98 Unrealized +41.2%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.1%
Value ($000) $269 Shares 6,264 Est. Cost $42.94 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $268 Shares 932 Est. Cost $192.20 Unrealized +56.9%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.1%
Value ($000) $266 Shares 914 Est. Cost $227.37 Unrealized +12.2%
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.1%
Value ($000) $265 Shares 6,791 Est. Cost $48.74 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $264 Shares 3,626 Est. Cost $64.46 Unrealized +19.3%
FFIN FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $264 Shares 5,639 Est. Cost $29.71 Unrealized +33.2%
CYBERARK SOFTWARE LTD COM ILS0.01 0.1%
Value ($000) $263 Shares 2,031 Est. Cost $99.38 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $261 Shares 818 Est. Cost $314.12 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $260 Shares 11,442 Est. Cost $21.63 Unrealized
LII LENNOX INTERNATIONAL INC COM USD0.01 0.1%
Value ($000) $259 Shares 831 Est. Cost $188.58 Unrealized +44.7%
LEN LENNAR CORP COM USD0.10 CLASS A 0.1%
Value ($000) $259 Shares 2,559 Est. Cost $66.00 Unrealized +18.8%
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 0.1%
Value ($000) $254 Shares 230 Est. Cost $45.08 Unrealized +168.0%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $251 Shares 592 Est. Cost $348.57 Unrealized +23.9%
EQIX EQUINIX INC COM 0.1%
Value ($000) $249 Shares 366 Est. Cost $554.53 Unrealized +12.6%
AMEDISYS INC 0.1%
Value ($000) $248 Shares 936 Est. Cost $199.32 Unrealized
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC 0.1%
Value ($000) $248 Shares 1,449 Est. Cost $163.69 Unrealized +0.7%
LESLIES INC COM 0.1%
Value ($000) $247 Shares 10,100 Est. Cost $24.46 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $247 Shares 1,426 Est. Cost $121.48 Unrealized
IDXX IDEXX LABORATORIES INC COM USD0.10 0.1%
Value ($000) $245 Shares 501 Est. Cost $352.06 Unrealized +42.3%
AWI ARMSTRONG WORLD INDS INC NEW COM WHEN ISSUED 0.1%
Value ($000) $244 Shares 2,709 Est. Cost $68.65 Unrealized +17.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $240 Shares 595 Est. Cost $398.27 Unrealized -2.1%
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $240 Shares 5,717 Est. Cost $39.97 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $240 Shares 4,152 Est. Cost $56.73 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.1%
Value ($000) $239 Shares 4,877 Est. Cost $25.64 Unrealized +78.2%
SUSL ISHARES TR ESG MSCI LEADR 0.1%
Value ($000) $237 Shares 3,416 Est. Cost $69.38 Unrealized
STNE STONECO LTD COM USD0.000079365 CLASS A 0.1%
Value ($000) $235 Shares 3,840 Est. Cost $52.81 Unrealized
PDEC INNOVATOR ETFS TR S&P 500 PWR BU 0.1%
Value ($000) $235 Shares 7,889 Est. Cost $29.79 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $233 Shares 4,063 Est. Cost $51.24 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $233 Shares 780 Est. Cost $222.79 Unrealized +22.0%
DOW DOW INC COM 0.1%
Value ($000) $233 Shares 3,643 Est. Cost $39.03 Unrealized +17.4%
VMWARE INC 0.1%
Value ($000) $231 Shares 1,534 Est. Cost $150.59 Unrealized
BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 0.1%
Value ($000) $231 Shares 3,060 Est. Cost $79.77 Unrealized +2.4%
TIP ISHARES TRUST UNITED STATES TREASURY 0.1%
Value ($000) $230 Shares 1,835 Est. Cost $116.91 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $229 Shares 650 Est. Cost $262.34 Unrealized +21.8%
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $227 Shares 3,041 Est. Cost $70.22 Unrealized -15.8%
CPRT COPART INC COM USD0.0001 0.1%
Value ($000) $225 Shares 2,072 Est. Cost $24.29 Unrealized +16.0%
COOPER COS INC COM USD0.10 0.1%
Value ($000) $224 Shares 584 Est. Cost $363.65 Unrealized
USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 0.1%
Value ($000) $224 Shares 6,765 Est. Cost $33.11 Unrealized
RLI RLI CORP COM USD1.00 0.1%
Value ($000) $224 Shares 2,010 Est. Cost $39.52 Unrealized +11.7%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $223 Shares 1,102 Est. Cost $155.99 Unrealized +18.2%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $222 Shares 1,096 Est. Cost $95.23 Unrealized +143.5%
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.1%
Value ($000) $221 Shares 1,603 Est. Cost $137.87 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.1%
Value ($000) $219 Shares 3,671 Est. Cost $49.98 Unrealized 0.0%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $216 Shares 2,078 Est. Cost $103.95 Unrealized
FND FLOOR &DECOR HLDGS INC CL A 0.1%
Value ($000) $216 Shares 2,267 Est. Cost $68.70 Unrealized +41.7%
XBI SPDR SER TR S&P BIOTECH 0.1%
Value ($000) $216 Shares 1,593 Est. Cost $140.60 Unrealized
ACGL ARCH CAPITAL GROUP COM STK USD0.01 0.1%
Value ($000) $211 Shares 5,493 Est. Cost $33.84 Unrealized 0.0%
EVTC EVERTEC INC USD0.01 0.1%
Value ($000) $208 Shares 5,597 Est. Cost $36.24 Unrealized +1.3%
O REALTY INCOME CORP COM 0.1%
Value ($000) $206 Shares 3,245 Est. Cost $51.35 Unrealized -10.0%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $205 Shares 1,553 Est. Cost $86.33 Unrealized +58.6%
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $203 Shares 2,698 Est. Cost $27.39 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $203 Shares 2,899 Est. Cost $67.54 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $201 Shares 1,009 Est. Cost $153.93 Unrealized 0.0%
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value ($000) $200 Shares 1,408 Est. Cost $127.60 Unrealized 0.0%
VTRS VIATRIS INC COM 0.1%
Value ($000) $187 Shares 13,369 Est. Cost $13.33 Unrealized -0.1%
DESKTOP METAL INC COM CL A 0.1%
Value ($000) $187 Shares 12,565 Est. Cost $14.88 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $161 Shares 20,913 Est. Cost $9.56 Unrealized
COTY COTY INC 0.0%
Value ($000) $158 Shares 17,500 Est. Cost $7.63 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $136 Shares 10,627 Est. Cost $12.52 Unrealized
NATIONAL CINEMEDIA INC 0.0%
Value ($000) $118 Shares 25,486 Est. Cost $4.63 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $94 Shares 10,157 Est. Cost $7.38 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $8.22 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $79 Shares 22,959 Est. Cost $3.44 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $2.67 Unrealized
NAK NORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 0.0%
Value ($000) $15 Shares 24,425 Est. Cost $1.11 Unrealized -41.1%