Wealth Alliance Diversified Active

CIK: 0001793904 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $424,668 (100.0% shares, 0.0% debt)

Holdings (423)

AAPL APPLE INC 6.0%
Value ($000) $25,295 Shares 184,688 Est. Cost $96.23 Unrealized +31.4%
IVV ISHARES S&P 500 5.0%
Value ($000) $21,026 Shares 48,907 Est. Cost $337.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.2%
Value ($000) $9,292 Shares 91,288 Est. Cost $86.45 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 2.2%
Value ($000) $9,215 Shares 93,581 Est. Cost $92.39 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 1.8%
Value ($000) $7,838 Shares 18,310 Est. Cost $317.34 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,473 Shares 27,585 Est. Cost $144.59 Unrealized +69.3%
AMZN AMAZON.COM INC 1.5%
Value ($000) $6,481 Shares 1,884 Est. Cost $110.63 Unrealized +50.2%
IJR ISHARES CORE S&P SMALL-CAP E 1.5%
Value ($000) $6,439 Shares 56,996 Est. Cost $82.94 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 1.5%
Value ($000) $6,238 Shares 171,324 Est. Cost $24.58 Unrealized
EFV ISHARES TR EAFE VALUE ETF 1.4%
Value ($000) $5,810 Shares 112,245 Est. Cost $50.49 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $5,402 Shares 74,281 Est. Cost $99.57 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.2%
Value ($000) $5,068 Shares 34,325 Est. Cost $120.56 Unrealized
META FACEBOOK INC-CLASS A 1.1%
Value ($000) $4,719 Shares 13,571 Est. Cost $208.63 Unrealized +52.7%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 1.1%
Value ($000) $4,650 Shares 62,117 Est. Cost $59.48 Unrealized
IJH ISHARES S&P MIDCAP 400 INDEX FUND 1.1%
Value ($000) $4,604 Shares 17,132 Est. Cost $190.86 Unrealized
TIP ISHARES TRUST UNITED STATES TREASURY 1.0%
Value ($000) $4,309 Shares 33,658 Est. Cost $127.42 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.0%
Value ($000) $4,247 Shares 18,852 Est. Cost $146.20 Unrealized
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.9%
Value ($000) $3,962 Shares 114,848 Est. Cost $27.78 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.8%
Value ($000) $3,401 Shares 18,034 Est. Cost $120.41 Unrealized
ESGE ISHARES INC ESG AWR MSCI EM 0.8%
Value ($000) $3,282 Shares 72,689 Est. Cost $43.83 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.7%
Value ($000) $3,159 Shares 93,702 Est. Cost $33.71 Unrealized
EEMV ISHARES INC MSCI EMERG MRKT 0.7%
Value ($000) $3,084 Shares 48,067 Est. Cost $55.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,028 Shares 54,049 Est. Cost $42.61 Unrealized +1.9%
EFG ISHARES TR EAFE GRWTH ETF 0.7%
Value ($000) $3,018 Shares 28,131 Est. Cost $102.57 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.7%
Value ($000) $3,015 Shares 56,370 Est. Cost $53.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,955 Shares 7,379 Est. Cost $254.22 Unrealized +45.2%
VO VANGUARD MID-CAP INDEX FUND 0.7%
Value ($000) $2,937 Shares 12,373 Est. Cost $145.26 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.7%
Value ($000) $2,828 Shares 58,422 Est. Cost $48.84 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $2,690 Shares 50,755 Est. Cost $38.23 Unrealized +19.9%
PEP PEPSICO INC 0.6%
Value ($000) $2,599 Shares 17,538 Est. Cost $114.24 Unrealized +10.4%
GOVT ISHARES TR US TREAS BD ETF 0.6%
Value ($000) $2,551 Shares 95,893 Est. Cost $26.52 Unrealized
MRK MERCK &CO. INC COM 0.6%
Value ($000) $2,532 Shares 32,553 Est. Cost $64.50 Unrealized -0.6%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,438 Shares 15,676 Est. Cost $101.55 Unrealized +37.6%
JNJ JOHNSON &JOHNSON COM USD1.00 0.6%
Value ($000) $2,429 Shares 14,747 Est. Cost $116.12 Unrealized +24.8%
ABBV ABBVIE INC COM USD0.01 0.6%
Value ($000) $2,425 Shares 21,528 Est. Cost $70.22 Unrealized +35.0%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.6%
Value ($000) $2,400 Shares 24,219 Est. Cost $60.35 Unrealized +26.6%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,300 Shares 21,962 Est. Cost $83.09 Unrealized +4.8%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,135 Shares 852 Est. Cost $75.67 Unrealized +56.3%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.5%
Value ($000) $2,089 Shares 18,116 Est. Cost $117.15 Unrealized
VLUE ISHARES TR MSCI USA VALUE 0.5%
Value ($000) $2,052 Shares 19,533 Est. Cost $99.21 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.5%
Value ($000) $2,046 Shares 8,656 Est. Cost $139.30 Unrealized
CMCSA COMCAST CORP 0.5%
Value ($000) $1,928 Shares 33,816 Est. Cost $36.76 Unrealized +33.5%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.4%
Value ($000) $1,892 Shares 33,133 Est. Cost $57.17 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.4%
Value ($000) $1,885 Shares 9,801 Est. Cost $103.51 Unrealized +58.6%
HD HOME DEPOT INC 0.4%
Value ($000) $1,878 Shares 5,889 Est. Cost $211.25 Unrealized +34.4%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.4%
Value ($000) $1,872 Shares 2,709 Est. Cost $300.41 Unrealized
V VISA INC 0.4%
Value ($000) $1,828 Shares 7,816 Est. Cost $186.97 Unrealized +18.2%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $1,796 Shares 3,066 Est. Cost $359.29 Unrealized +43.5%
PFE PFIZER INC 0.4%
Value ($000) $1,783 Shares 45,528 Est. Cost $27.08 Unrealized +14.4%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.4%
Value ($000) $1,723 Shares 6,201 Est. Cost $212.87 Unrealized +31.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $1,700 Shares 14,502 Est. Cost $116.05 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,687 Shares 691 Est. Cost $67.22 Unrealized +72.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $1,662 Shares 11,831 Est. Cost $88.06 Unrealized
PJUN INNOVATOR ETFS TR S&P 500 PWR BU 0.4%
Value ($000) $1,638 Shares 52,769 Est. Cost $28.06 Unrealized
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,615 Shares 9,186 Est. Cost $135.13 Unrealized +30.0%
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.4%
Value ($000) $1,603 Shares 7,069 Est. Cost $206.43 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.4%
Value ($000) $1,544 Shares 23,052 Est. Cost $47.99 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.4%
Value ($000) $1,534 Shares 10,831 Est. Cost $123.21 Unrealized +8.2%
REET ISHARES TRUST GLOBAL REIT ETF 0.3%
Value ($000) $1,484 Shares 53,552 Est. Cost $23.94 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,481 Shares 23,471 Est. Cost $44.53 Unrealized +12.4%
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.3%
Value ($000) $1,476 Shares 19,023 Est. Cost $77.59 Unrealized
T AT&T INC COM USD1 0.3%
Value ($000) $1,474 Shares 51,223 Est. Cost $18.09 Unrealized -6.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.3%
Value ($000) $1,452 Shares 12,084 Est. Cost $59.67 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.3%
Value ($000) $1,420 Shares 19,370 Est. Cost $53.71 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $1,403 Shares 4,760 Est. Cost $182.48 Unrealized +46.9%
ICLN ISHARES TR GL CLEAN ENE ETF 0.3%
Value ($000) $1,377 Shares 58,716 Est. Cost $25.01 Unrealized
NEE NEXTERA ENERGY INC COM USD0.01 0.3%
Value ($000) $1,365 Shares 18,628 Est. Cost $63.60 Unrealized +4.6%
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,364 Shares 2,860 Est. Cost $29.64 Unrealized +41.9%
LINDE PLC COM EUR0.001 0.3%
Value ($000) $1,352 Shares 4,677 Est. Cost $175.62 Unrealized
LOW LOWES COMPANIES INC COM USD0.50 0.3%
Value ($000) $1,342 Shares 6,917 Est. Cost $102.84 Unrealized +74.6%
IGSB ISHARES TR ISHS 1-5YR INVS 0.3%
Value ($000) $1,342 Shares 24,491 Est. Cost $54.75 Unrealized
CRM SALESFORCE.COM INC COM USD0.001 0.3%
Value ($000) $1,333 Shares 5,456 Est. Cost $177.28 Unrealized +28.4%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $1,306 Shares 17,936 Est. Cost $38.62 Unrealized +72.5%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.3%
Value ($000) $1,281 Shares 6,564 Est. Cost $125.13 Unrealized +19.9%
IYE ISHARES DOW JONES US ENERGY SECTOR FUND 0.3%
Value ($000) $1,252 Shares 43,034 Est. Cost $27.80 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,231 Shares 3,371 Est. Cost $297.98 Unrealized +21.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,227 Shares 9,888 Est. Cost $90.68 Unrealized +20.8%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.3%
Value ($000) $1,223 Shares 31,120 Est. Cost $36.62 Unrealized
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,222 Shares 20,889 Est. Cost $55.42 Unrealized
HON HONEYWELL INTERNATIONAL INC COM USD1 0.3%
Value ($000) $1,204 Shares 5,488 Est. Cost $146.69 Unrealized +31.0%
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.3%
Value ($000) $1,190 Shares 24,126 Est. Cost $31.32 Unrealized +11.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.3%
Value ($000) $1,180 Shares 5,442 Est. Cost $142.47 Unrealized +32.5%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $1,170 Shares 28,366 Est. Cost $25.15 Unrealized +45.3%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $1,163 Shares 3,989 Est. Cost $110.15 Unrealized +139.2%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,153 Shares 20,770 Est. Cost $37.95 Unrealized +24.0%
ZTS ZOETIS INC 0.3%
Value ($000) $1,141 Shares 6,122 Est. Cost $126.97 Unrealized +31.1%
VIRTUS DIVIDEND INTEREST &PR COM 0.3%
Value ($000) $1,137 Shares 75,480 Est. Cost $13.96 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,121 Shares 1,401 Est. Cost $7.42 Unrealized +115.5%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $1,112 Shares 12,296 Est. Cost $77.74 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,105 Shares 7,732 Est. Cost $106.21 Unrealized +15.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $1,076 Shares 12,610 Est. Cost $57.38 Unrealized +32.0%
AMGN AMGEN INC 0.3%
Value ($000) $1,071 Shares 4,393 Est. Cost $189.25 Unrealized +12.3%
CVS CVS HEALTH CORPORATION COM USD0.01 0.3%
Value ($000) $1,065 Shares 12,769 Est. Cost $57.21 Unrealized +23.2%
GILD GILEAD SCIENCES INC COM USD0.001 0.3%
Value ($000) $1,063 Shares 15,442 Est. Cost $53.40 Unrealized +4.6%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.2%
Value ($000) $1,050 Shares 17,524 Est. Cost $49.52 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.2%
Value ($000) $1,048 Shares 7,152 Est. Cost $95.69 Unrealized +18.5%
ORCL ORACLE CORP 0.2%
Value ($000) $1,038 Shares 13,331 Est. Cost $53.89 Unrealized +36.6%
USB US BANCORP 0.2%
Value ($000) $1,017 Shares 17,844 Est. Cost $39.78 Unrealized +20.0%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.2%
Value ($000) $1,009 Shares 2,988 Est. Cost $307.73 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE COM NPV ISIN #CA1360691010 SEDOL #2170525 0.2%
Value ($000) $1,006 Shares 8,834 Est. Cost $27.64 Unrealized +61.8%
MDLZ MONDELEZ INTL INC COM NPV 0.2%
Value ($000) $999 Shares 15,997 Est. Cost $45.84 Unrealized +19.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $998 Shares 13,871 Est. Cost $46.90 Unrealized
MCD MCDONALD S CORP 0.2%
Value ($000) $991 Shares 4,289 Est. Cost $169.88 Unrealized +23.2%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.2%
Value ($000) $982 Shares 15,365 Est. Cost $61.96 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.2%
Value ($000) $977 Shares 5,911 Est. Cost $104.13 Unrealized +42.0%
SO SOUTHERN CO 0.2%
Value ($000) $972 Shares 16,059 Est. Cost $49.61 Unrealized +8.4%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.2%
Value ($000) $962 Shares 24,024 Est. Cost $24.46 Unrealized +17.1%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.2%
Value ($000) $957 Shares 9,697 Est. Cost $74.36 Unrealized +12.8%
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $948 Shares 9,383 Est. Cost $57.72 Unrealized
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.2%
Value ($000) $943 Shares 4,922 Est. Cost $130.03 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.2%
Value ($000) $942 Shares 8,425 Est. Cost $71.94 Unrealized +41.3%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $935 Shares 4,543 Est. Cost $108.44 Unrealized +70.0%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $932 Shares 8,035 Est. Cost $80.19 Unrealized +33.8%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.2%
Value ($000) $922 Shares 2,436 Est. Cost $332.99 Unrealized +1.7%
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.2%
Value ($000) $904 Shares 11,756 Est. Cost $118.01 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.2%
Value ($000) $876 Shares 8,360 Est. Cost $71.49 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $864 Shares 6,400 Est. Cost $108.18 Unrealized +11.6%
XYZ SQUARE INC CL A 0.2%
Value ($000) $864 Shares 3,544 Est. Cost $80.62 Unrealized +187.7%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $863 Shares 4,497 Est. Cost $91.20 Unrealized +102.1%
MTUM ISHARES TR MSCI USA MMENTM 0.2%
Value ($000) $853 Shares 4,916 Est. Cost $167.41 Unrealized
TFI SPDR SER TR NUVEEN BRC MUNIC 0.2%
Value ($000) $844 Shares 16,195 Est. Cost $51.68 Unrealized
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.2%
Value ($000) $841 Shares 49,102 Est. Cost $17.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $828 Shares 12,388 Est. Cost $47.49 Unrealized +13.5%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.2%
Value ($000) $827 Shares 13,055 Est. Cost $41.75 Unrealized +38.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $824 Shares 3,964 Est. Cost $102.00 Unrealized +60.9%
NKE NIKE INC CLASS B COM NPV 0.2%
Value ($000) $823 Shares 5,330 Est. Cost $87.79 Unrealized +43.1%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $795 Shares 13,059 Est. Cost $42.93 Unrealized +9.9%
TSLA TESLA INC COM 0.2%
Value ($000) $793 Shares 1,166 Est. Cost $113.51 Unrealized +91.3%
USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 0.2%
Value ($000) $785 Shares 21,631 Est. Cost $35.30 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.2%
Value ($000) $785 Shares 7,106 Est. Cost $110.71 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $781 Shares 3,552 Est. Cost $150.67 Unrealized +33.0%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $776 Shares 9,172 Est. Cost $69.48 Unrealized +4.7%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.2%
Value ($000) $772 Shares 5,489 Est. Cost $97.85 Unrealized +28.0%
KO COCA-COLA CO 0.2%
Value ($000) $768 Shares 14,188 Est. Cost $45.42 Unrealized +4.1%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.2%
Value ($000) $768 Shares 10,507 Est. Cost $49.95 Unrealized
EUSB ISHARES TR ESG ADV TTL USD 0.2%
Value ($000) $766 Shares 15,415 Est. Cost $49.36 Unrealized
LLY ELI LILLY AND CO 0.2%
Value ($000) $748 Shares 3,259 Est. Cost $144.78 Unrealized +32.5%
MET METLIFE INC COM USD0.01 0.2%
Value ($000) $747 Shares 12,477 Est. Cost $38.42 Unrealized +43.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $733 Shares 1,454 Est. Cost $358.43 Unrealized +30.0%
ETFMG ALTERNATIVE HARVEST ETF 0.2%
Value ($000) $711 Shares 34,526 Est. Cost $16.93 Unrealized
BLACKROCK INC COM USD0.01 0.2%
Value ($000) $705 Shares 806 Est. Cost $477.74 Unrealized
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.2%
Value ($000) $697 Shares 55,437 Est. Cost $8.96 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $695 Shares 26,355 Est. Cost $20.20 Unrealized +14.5%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $694 Shares 2,007 Est. Cost $285.00 Unrealized +15.1%
PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 0.2%
Value ($000) $693 Shares 18,184 Est. Cost $26.78 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.2%
Value ($000) $688 Shares 34,945 Est. Cost $16.33 Unrealized +28.3%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $686 Shares 7,963 Est. Cost $86.25 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.2%
Value ($000) $686 Shares 14,405 Est. Cost $24.69 Unrealized +80.1%
ESML ISHARES TR ESG AWARE MSCI 0.2%
Value ($000) $682 Shares 16,892 Est. Cost $40.37 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $678 Shares 7,622 Est. Cost $79.76 Unrealized +1.1%
TT TRANE TECHNOLOGIES PLC COM USD1 0.2%
Value ($000) $678 Shares 3,683 Est. Cost $92.04 Unrealized +82.5%
C CITIGROUP INC 0.2%
Value ($000) $654 Shares 9,238 Est. Cost $52.24 Unrealized +20.1%
TORTOISE ESSENTIAL ASSETS IN COM SH BEN INT 0.2%
Value ($000) $653 Shares 44,051 Est. Cost $13.06 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.2%
Value ($000) $648 Shares 2,253 Est. Cost $209.37 Unrealized +24.5%
ESGD ISHARES TR ESG AW MSCI EAFE 0.2%
Value ($000) $647 Shares 8,184 Est. Cost $79.06 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $640 Shares 1,201 Est. Cost $267.10 Unrealized +70.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $633 Shares 8,023 Est. Cost $78.90 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $632 Shares 9,477 Est. Cost $51.67 Unrealized +0.3%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $632 Shares 6,922 Est. Cost $84.97 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.1%
Value ($000) $624 Shares 43,732 Est. Cost $9.75 Unrealized +27.1%
ELV ANTHEM INC 0.1%
Value ($000) $621 Shares 1,625 Est. Cost $248.13 Unrealized +44.5%
PFXF VANECK VECTORS ETF TR PFD SECS EX FINL 0.1%
Value ($000) $617 Shares 28,897 Est. Cost $20.56 Unrealized
HC2 HOLDINGS INC 0.1%
Value ($000) $615 Shares 154,500 Est. Cost $3.95 Unrealized
TM TOYOTA MOTOR ADR REP 2 ORD 0.1%
Value ($000) $614 Shares 3,515 Est. Cost $157.12 Unrealized
MS MORGAN STANLEY COM USD0.01 0.1%
Value ($000) $613 Shares 6,686 Est. Cost $36.60 Unrealized +101.4%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.1%
Value ($000) $613 Shares 10,968 Est. Cost $28.54 Unrealized +68.6%
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC 0.1%
Value ($000) $610 Shares 1,648 Est. Cost $178.30 Unrealized +87.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $607 Shares 8,246 Est. Cost $63.09 Unrealized -0.6%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $605 Shares 4,405 Est. Cost $89.83 Unrealized
CREDIT SUISSE GRP ADR REPTG ONE ORD 0.1%
Value ($000) $605 Shares 57,655 Est. Cost $9.03 Unrealized
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.1%
Value ($000) $604 Shares 6,208 Est. Cost $69.80 Unrealized
ALC ALCON INC 0.1%
Value ($000) $601 Shares 8,547 Est. Cost $63.61 Unrealized +10.5%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $595 Shares 2,408 Est. Cost $184.23 Unrealized
ATLASSIAN CORPORATION PLC COM USD0.1 CL A 0.1%
Value ($000) $585 Shares 2,279 Est. Cost $205.10 Unrealized
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $573 Shares 1,042 Est. Cost $64.20 Unrealized +57.9%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.1%
Value ($000) $571 Shares 3,374 Est. Cost $91.48 Unrealized +91.2%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $565 Shares 2,610 Est. Cost $178.85 Unrealized +9.3%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.1%
Value ($000) $561 Shares 1,511 Est. Cost $43.03 Unrealized +37.7%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $554 Shares 6,455 Est. Cost $61.30 Unrealized +15.1%
TJX TJX COMPANIES INC 0.1%
Value ($000) $551 Shares 8,168 Est. Cost $60.28 Unrealized +5.6%
THO THOR INDUSTRIES INC 0.1%
Value ($000) $549 Shares 4,861 Est. Cost $73.66 Unrealized +56.7%
MMM 3M CO 0.1%
Value ($000) $546 Shares 2,749 Est. Cost $114.33 Unrealized +22.8%
WSO WATSCO INC 0.1%
Value ($000) $544 Shares 1,899 Est. Cost $170.06 Unrealized +68.4%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.1%
Value ($000) $541 Shares 2,724 Est. Cost $145.45 Unrealized +21.2%
GWW GRAINGER W W INC COM USD0.50 0.1%
Value ($000) $539 Shares 1,231 Est. Cost $375.26 Unrealized +12.0%
NFLX NETFLIX INC 0.1%
Value ($000) $532 Shares 1,007 Est. Cost $43.76 Unrealized +16.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $526 Shares 21,806 Est. Cost $23.91 Unrealized
HORIZON PHARMA PLC COM USD0.0001 ISIN #IE00BQPVQZ61 0.1%
Value ($000) $524 Shares 5,598 Est. Cost $61.79 Unrealized
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $523 Shares 3,504 Est. Cost $109.06 Unrealized +15.8%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $519 Shares 6,700 Est. Cost $17.83 Unrealized +71.5%
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.1%
Value ($000) $518 Shares 10,461 Est. Cost $34.35 Unrealized +14.5%
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $512 Shares 1,293 Est. Cost $279.63 Unrealized +28.4%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $506 Shares 8,743 Est. Cost $45.17 Unrealized +4.4%
ROYAL DUTCH SHELL ADR REP 2 CL B ORD 0.1%
Value ($000) $499 Shares 12,845 Est. Cost $33.65 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.1%
Value ($000) $492 Shares 3,094 Est. Cost $125.51 Unrealized +23.7%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $491 Shares 2,254 Est. Cost $119.41 Unrealized +77.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.1%
Value ($000) $487 Shares 7,028 Est. Cost $51.98 Unrealized +33.2%
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 0.1%
Value ($000) $485 Shares 3,004 Est. Cost $119.39 Unrealized +23.8%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $483 Shares 1,667 Est. Cost $227.75 Unrealized
GIS GENERAL MILLS INC COM USD0.10 0.1%
Value ($000) $483 Shares 7,926 Est. Cost $50.70 Unrealized +4.3%
ALGN ALIGN TECHNOLOGY INC COM USD0.0001 0.1%
Value ($000) $481 Shares 787 Est. Cost $236.82 Unrealized +149.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $481 Shares 10,631 Est. Cost $26.05 Unrealized +53.4%
SAP SAP ADR REP 1 ORD 0.1%
Value ($000) $479 Shares 3,413 Est. Cost $116.94 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $475 Shares 78,965 Est. Cost $4.96 Unrealized
IHS MARKIT LTD COM USD0.01 ISIN #BMG475671050 SEDOL #BH0K6S8 0.1%
Value ($000) $473 Shares 4,198 Est. Cost $81.41 Unrealized
BLACKROCK LTD DURATION INCOME COM SHS 0.1%
Value ($000) $472 Shares 27,725 Est. Cost $16.17 Unrealized
DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $471 Shares 6,961 Est. Cost $67.66 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $470 Shares 2,392 Est. Cost $149.55 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $470 Shares 1,983 Est. Cost $174.88 Unrealized +31.4%
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.1%
Value ($000) $467 Shares 9,176 Est. Cost $47.11 Unrealized
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.1%
Value ($000) $467 Shares 1,995 Est. Cost $159.12 Unrealized +36.6%
DSI ISHARES TR MSCI KLD400 SOC 0.1%
Value ($000) $466 Shares 5,624 Est. Cost $82.86 Unrealized
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $463 Shares 16,541 Est. Cost $25.62 Unrealized -5.2%
ETN EATON CORP PLC COM 0.1%
Value ($000) $463 Shares 3,127 Est. Cost $87.35 Unrealized +53.3%
WMT WALMART INC COM 0.1%
Value ($000) $459 Shares 3,258 Est. Cost $42.32 Unrealized +3.5%
NOC NORTHROP GRUMMAN CORP COM USD1 0.1%
Value ($000) $457 Shares 1,257 Est. Cost $309.08 Unrealized +8.0%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $457 Shares 3,864 Est. Cost $90.50 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $456 Shares 9,103 Est. Cost $33.07 Unrealized +57.9%
CDW CDW CORP COM USD0.01 0.1%
Value ($000) $455 Shares 2,604 Est. Cost $112.77 Unrealized +44.4%
TLT ISHARES TR 20 YR TR BD ETF 0.1%
Value ($000) $453 Shares 3,139 Est. Cost $144.31 Unrealized
AZTA BROOKS AUTOMATION INC NEW COM 0.1%
Value ($000) $453 Shares 4,755 Est. Cost $41.31 Unrealized +134.1%
INTU INTUIT INC 0.1%
Value ($000) $452 Shares 922 Est. Cost $289.54 Unrealized +45.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $449 Shares 488 Est. Cost $226.44 Unrealized +23.9%
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $448 Shares 7,974 Est. Cost $49.45 Unrealized +8.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $447 Shares 4,892 Est. Cost $37.35 Unrealized +25.6%
CME CME GROUP INC COM 0.1%
Value ($000) $444 Shares 2,086 Est. Cost $155.63 Unrealized +12.8%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.1%
Value ($000) $439 Shares 1,157 Est. Cost $319.41 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.1%
Value ($000) $438 Shares 2,295 Est. Cost $105.57 Unrealized +50.3%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $438 Shares 1,237 Est. Cost $327.66 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $436 Shares 6,771 Est. Cost $25.67 Unrealized +112.3%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.1%
Value ($000) $431 Shares 5,010 Est. Cost $52.14 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.1%
Value ($000) $428 Shares 16,425 Est. Cost $26.06 Unrealized
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.1%
Value ($000) $427 Shares 5,093 Est. Cost $61.00 Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $426 Shares 24,539 Est. Cost $18.04 Unrealized
EQR EQUITY RESIDENTIAL SBI USD0.01 0.1%
Value ($000) $421 Shares 5,474 Est. Cost $55.60 Unrealized +13.4%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.1%
Value ($000) $421 Shares 7,630 Est. Cost $40.07 Unrealized
BAX BAXTER INTERNATIONAL INC COM USD1.00 0.1%
Value ($000) $420 Shares 5,221 Est. Cost $71.57 Unrealized +5.7%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $419 Shares 1 Est. Cost $318723.75 Unrealized +31.9%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.1%
Value ($000) $416 Shares 6,836 Est. Cost $47.69 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $413 Shares 15,546 Est. Cost $20.43 Unrealized 0.0%
INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 0.1%
Value ($000) $412 Shares 19,449 Est. Cost $18.77 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $412 Shares 899 Est. Cost $230.67 Unrealized +72.7%
ECL ECOLAB INC 0.1%
Value ($000) $409 Shares 1,986 Est. Cost $181.36 Unrealized +13.8%
BX BLACKSTONE GROUP INC COM 0.1%
Value ($000) $404 Shares 4,162 Est. Cost $59.98 Unrealized +27.1%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $404 Shares 11,098 Est. Cost $22.67 Unrealized +33.5%
RACE FERRARI N V EUR0.01 NEW 0.1%
Value ($000) $403 Shares 1,955 Est. Cost $208.51 Unrealized 0.0%
SPLUNK INC COM USD0.001 0.1%
Value ($000) $396 Shares 2,741 Est. Cost $141.24 Unrealized
ADM ARCHER-DANIELS-MIDLA ND CO 0.1%
Value ($000) $395 Shares 6,522 Est. Cost $34.68 Unrealized +60.8%
CYRUSONE INC COM USD0.01 0.1%
Value ($000) $390 Shares 5,456 Est. Cost $64.51 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $389 Shares 2,240 Est. Cost $150.79 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $389 Shares 2,877 Est. Cost $129.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $388 Shares 6,488 Est. Cost $42.57 Unrealized +24.2%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $387 Shares 943 Est. Cost $295.74 Unrealized +25.1%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $387 Shares 1,431 Est. Cost $199.36 Unrealized +11.0%
CL COLGATE-PALMOLIVE CO COM USD1.00 0.1%
Value ($000) $386 Shares 4,751 Est. Cost $63.08 Unrealized +16.4%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $386 Shares 4,589 Est. Cost $57.49 Unrealized +27.2%
ICLR ICON PLC ORD EUR0.06 0.1%
Value ($000) $384 Shares 1,860 Est. Cost $159.34 Unrealized +35.4%
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $383 Shares 2,666 Est. Cost $95.88 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $383 Shares 7,642 Est. Cost $48.92 Unrealized
LNC LINCOLN NATIONAL CORP COM NPV 0.1%
Value ($000) $382 Shares 6,086 Est. Cost $36.43 Unrealized +42.4%
SNPS SYNOPSYS INC 0.1%
Value ($000) $378 Shares 1,369 Est. Cost $147.45 Unrealized +72.1%
CAH CARDINAL HEALTH INC COM NPV 0.1%
Value ($000) $378 Shares 6,627 Est. Cost $44.36 Unrealized +17.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $377 Shares 1,201 Est. Cost $146.30 Unrealized
FCX FREEPORT-MCMORAN INC COM USD0.10 0.1%
Value ($000) $375 Shares 10,104 Est. Cost $8.58 Unrealized +325.9%
ESTC ELASTIC N V COM EUR0.01 0.1%
Value ($000) $374 Shares 2,569 Est. Cost $75.79 Unrealized +64.9%
BBY BEST BUY CO INC COM USD0.10 0.1%
Value ($000) $373 Shares 3,248 Est. Cost $86.04 Unrealized +10.4%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.1%
Value ($000) $369 Shares 4,291 Est. Cost $86.37 Unrealized
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.1%
Value ($000) $368 Shares 6,918 Est. Cost $48.82 Unrealized
MGM GROWTH PPTYS LLC CL A COM 0.1%
Value ($000) $367 Shares 10,022 Est. Cost $27.23 Unrealized
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $367 Shares 6,769 Est. Cost $31.09 Unrealized +67.5%
PAYX PAYCHEX INC COM USD0.01 0.1%
Value ($000) $367 Shares 3,416 Est. Cost $62.55 Unrealized +41.1%
RYAAY RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP 0.1%
Value ($000) $365 Shares 3,370 Est. Cost $115.08 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $364 Shares 2,016 Est. Cost $138.77 Unrealized
WDAY WORKDAY INC COM USD0.001 CL A 0.1%
Value ($000) $362 Shares 1,516 Est. Cost $233.46 Unrealized +3.0%
IT GARTNER INC COM USD0.0005 0.1%
Value ($000) $360 Shares 1,487 Est. Cost $144.57 Unrealized +51.3%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $359 Shares 1,336 Est. Cost $217.14 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $355 Shares 4,343 Est. Cost $46.30 Unrealized +43.6%
LSTR LANDSTAR SYSTEM INC 0.1%
Value ($000) $353 Shares 2,234 Est. Cost $125.62 Unrealized
IXC ISHARES TRUST S & P GLOBAL 0.1%
Value ($000) $353 Shares 13,275 Est. Cost $19.51 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $351 Shares 6,004 Est. Cost $57.26 Unrealized
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.1%
Value ($000) $350 Shares 1,100 Est. Cost $236.76 Unrealized +19.5%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $349 Shares 3,503 Est. Cost $84.97 Unrealized +27.9%
EQIX EQUINIX INC COM 0.1%
Value ($000) $348 Shares 433 Est. Cost $573.77 Unrealized +18.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $347 Shares 2,582 Est. Cost $132.78 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $346 Shares 2,468 Est. Cost $104.16 Unrealized +23.4%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.1%
Value ($000) $346 Shares 2,557 Est. Cost $80.95 Unrealized +54.4%
SNY SANOFI ADR REP 1 1/2 ORD 0.1%
Value ($000) $344 Shares 6,541 Est. Cost $44.90 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $343 Shares 647 Est. Cost $338.52 Unrealized +47.2%
SE SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS 0.1%
Value ($000) $342 Shares 1,244 Est. Cost $274.92 Unrealized
CYBERARK SOFTWARE LTD COM ILS0.01 0.1%
Value ($000) $341 Shares 2,619 Est. Cost $106.30 Unrealized
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 0.1%
Value ($000) $339 Shares 17,700 Est. Cost $9.81 Unrealized +90.1%
IEF ISHARES TR BARCLAYS 7 10 YR 0.1%
Value ($000) $338 Shares 2,930 Est. Cost $112.90 Unrealized
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $338 Shares 847 Est. Cost $278.26 Unrealized
AMPLIFY ETF TR SEYMOUR CANNBS 0.1%
Value ($000) $337 Shares 13,072 Est. Cost $17.42 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $336 Shares 2,536 Est. Cost $51.66 Unrealized +13.9%
TER TERADYNE INC COM USD0.125 0.1%
Value ($000) $329 Shares 2,455 Est. Cost $65.50 Unrealized +91.7%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $327 Shares 665 Est. Cost $491.73 Unrealized
ILMN ILLUMINA INC COM USD0.01 0.1%
Value ($000) $327 Shares 692 Est. Cost $322.20 Unrealized +25.0%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $325 Shares 1,887 Est. Cost $103.84 Unrealized +42.2%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $324 Shares 1,354 Est. Cost $197.74 Unrealized +22.3%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $324 Shares 1,220 Est. Cost $183.41 Unrealized +36.5%
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.1%
Value ($000) $322 Shares 6,245 Est. Cost $51.56 Unrealized
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS 0.1%
Value ($000) $322 Shares 7,896 Est. Cost $34.14 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $321 Shares 1,100 Est. Cost $202.61 Unrealized +40.8%
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.1%
Value ($000) $321 Shares 1,438 Est. Cost $205.01 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $318 Shares 2,660 Est. Cost $86.44 Unrealized +18.4%
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $315 Shares 783 Est. Cost $343.91 Unrealized +15.5%
WST WEST PHARMACEUTICAL SERVICES INC 0.1%
Value ($000) $314 Shares 875 Est. Cost $151.68 Unrealized +115.4%
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $313 Shares 4,366 Est. Cost $68.69 Unrealized -5.1%
PMAY INNOVATOR ETFS TR S&P 500 PWR BUF 0.1%
Value ($000) $312 Shares 10,594 Est. Cost $29.45 Unrealized
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $311 Shares 2,066 Est. Cost $117.23 Unrealized +9.5%
TGT TARGET CORP 0.1%
Value ($000) $311 Shares 1,287 Est. Cost $191.53 Unrealized 0.0%
CHD CHURCH &DWIGHT COM USD1.00 0.1%
Value ($000) $310 Shares 3,636 Est. Cost $66.27 Unrealized +23.6%
NDSN NORDSON CORP 0.1%
Value ($000) $309 Shares 1,409 Est. Cost $161.38 Unrealized +24.6%
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $309 Shares 6,487 Est. Cost $50.95 Unrealized
THOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0 0.1%
Value ($000) $309 Shares 3,106 Est. Cost $68.90 Unrealized
AIN ALBANY INTERNATIONAL CORP 0.1%
Value ($000) $309 Shares 3,464 Est. Cost $59.22 Unrealized +39.6%
BDX BECTON DICKINSON &CO COM USD1.00 0.1%
Value ($000) $308 Shares 1,267 Est. Cost $224.95 Unrealized -1.3%
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.1%
Value ($000) $308 Shares 1,959 Est. Cost $141.38 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $308 Shares 2,303 Est. Cost $115.60 Unrealized -2.8%
ANSYS INC COM USD0.01 0.1%
Value ($000) $304 Shares 876 Est. Cost $232.36 Unrealized
ALL ALLSTATE CORP COM USD0.01 0.1%
Value ($000) $303 Shares 2,325 Est. Cost $91.10 Unrealized +26.6%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $302 Shares 14,948 Est. Cost $8.91 Unrealized +100.5%
LABORATORY CORP AMER HLDGS COM USD0.1 0.1%
Value ($000) $302 Shares 1,093 Est. Cost $135.38 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $298 Shares 4,996 Est. Cost $31.85 Unrealized +71.0%
IDXX IDEXX LABORATORIES INC COM USD0.10 0.1%
Value ($000) $298 Shares 472 Est. Cost $352.06 Unrealized +56.8%
RBC RBC BEARINGS INC 0.1%
Value ($000) $295 Shares 1,481 Est. Cost $152.79 Unrealized +29.3%
CTAS CINTAS CORP 0.1%
Value ($000) $294 Shares 769 Est. Cost $59.22 Unrealized +43.4%
GGG GRACO INC 0.1%
Value ($000) $292 Shares 3,856 Est. Cost $47.84 Unrealized +47.9%
LII LENNOX INTERNATIONAL INC COM USD0.01 0.1%
Value ($000) $290 Shares 826 Est. Cost $188.58 Unrealized +69.0%
KJAN INNOVATOR ETFS TR RUSSELL 2000 P 0.1%
Value ($000) $289 Shares 9,243 Est. Cost $30.40 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $289 Shares 1,409 Est. Cost $174.66 Unrealized 0.0%
JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 0.1%
Value ($000) $289 Shares 1,768 Est. Cost $146.17 Unrealized +3.2%
LESLIES INC COM 0.1%
Value ($000) $287 Shares 10,450 Est. Cost $24.56 Unrealized
DE DEERE & CO 0.1%
Value ($000) $286 Shares 812 Est. Cost $307.48 Unrealized +11.5%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $286 Shares 604 Est. Cost $453.87 Unrealized +4.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $279 Shares 26,271 Est. Cost $9.77 Unrealized
GENERAL ELECTRIC CO COM USD0.06 0.1%
Value ($000) $279 Shares 20,718 Est. Cost $8.62 Unrealized
CPRT COPART INC COM USD0.0001 0.1%
Value ($000) $279 Shares 2,115 Est. Cost $24.43 Unrealized +26.9%
AWI ARMSTRONG WORLD INDS INC NEW COM WHEN ISSUED 0.1%
Value ($000) $279 Shares 2,602 Est. Cost $68.65 Unrealized +43.2%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.1%
Value ($000) $278 Shares 6,315 Est. Cost $42.94 Unrealized
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $278 Shares 5,868 Est. Cost $40.16 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $277 Shares 3,626 Est. Cost $64.46 Unrealized +10.9%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.1%
Value ($000) $277 Shares 2,788 Est. Cost $99.35 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $277 Shares 11,424 Est. Cost $21.63 Unrealized
PRI PRIMERICA INC COM USD0.01 0.1%
Value ($000) $276 Shares 1,804 Est. Cost $113.15 Unrealized +39.5%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $274 Shares 981 Est. Cost $95.23 Unrealized +134.8%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 606 Est. Cost $350.33 Unrealized +21.3%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.1%
Value ($000) $273 Shares 3,244 Est. Cost $78.98 Unrealized +10.2%
RDNT RADNET INC 0.1%
Value ($000) $270 Shares 8,000 Est. Cost $26.34 Unrealized 0.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $269 Shares 843 Est. Cost $312.74 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC COM 0.1%
Value ($000) $268 Shares 5,453 Est. Cost $29.71 Unrealized +50.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $268 Shares 1,441 Est. Cost $29.45 Unrealized +15.2%
DOW DOW INC COM 0.1%
Value ($000) $268 Shares 4,232 Est. Cost $40.71 Unrealized +25.4%
VMWARE INC 0.1%
Value ($000) $267 Shares 1,668 Est. Cost $151.35 Unrealized
VTRS VIATRIS INC COM 0.1%
Value ($000) $266 Shares 18,622 Est. Cost $12.92 Unrealized -8.1%
XEL XCEL ENERGY INC COM USD2.5 0.1%
Value ($000) $264 Shares 4,014 Est. Cost $59.92 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $262 Shares 1,370 Est. Cost $162.15 Unrealized +16.0%
BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 0.1%
Value ($000) $261 Shares 3,132 Est. Cost $79.75 Unrealized -0.6%
AKAM AKAMAI TECHNOLOGIES COM USD0.01 0.1%
Value ($000) $258 Shares 2,213 Est. Cost $111.54 Unrealized 0.0%
STNE STONECO LTD COM USD0.000079365 CLASS A 0.1%
Value ($000) $258 Shares 3,851 Est. Cost $52.81 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $258 Shares 2,079 Est. Cost $94.69 Unrealized +26.0%
GSBD GOLDMAN SACHS BDC INC SHS 0.1%
Value ($000) $258 Shares 13,188 Est. Cost $19.76 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $258 Shares 118 Est. Cost $1753.96 Unrealized +30.9%
WAT WATERS CORP 0.1%
Value ($000) $255 Shares 738 Est. Cost $316.51 Unrealized 0.0%
SUSL ISHARES TR ESG MSCI LEADR 0.1%
Value ($000) $254 Shares 3,384 Est. Cost $69.38 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $249 Shares 1,087 Est. Cost $229.07 Unrealized
BURL BURLINGTON STORES INC 0.1%
Value ($000) $246 Shares 764 Est. Cost $222.79 Unrealized +42.9%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $243 Shares 4,098 Est. Cost $51.24 Unrealized +10.7%
LEN LENNAR CORP COM USD0.10 CLASS A 0.1%
Value ($000) $242 Shares 2,433 Est. Cost $66.00 Unrealized +36.8%
PDEC INNOVATOR ETFS TR S&P 500 PWR BU 0.1%
Value ($000) $241 Shares 7,889 Est. Cost $29.79 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $240 Shares 5,036 Est. Cost $28.35 Unrealized +19.9%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $239 Shares 2,480 Est. Cost $85.51 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.1%
Value ($000) $239 Shares 3,477 Est. Cost $49.98 Unrealized +17.9%
VIACOMCBS INC CL B 0.1%
Value ($000) $238 Shares 5,268 Est. Cost $45.18 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $238 Shares 3,307 Est. Cost $68.23 Unrealized +7.2%
FIVE FIVE BELOW INC 0.1%
Value ($000) $238 Shares 1,231 Est. Cost $98.62 Unrealized +93.6%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $236 Shares 1,541 Est. Cost $156.89 Unrealized 0.0%
EVTC EVERTEC INC USD0.01 0.1%
Value ($000) $236 Shares 5,415 Est. Cost $36.24 Unrealized +13.9%
COOPER COS INC COM USD0.10 0.1%
Value ($000) $233 Shares 589 Est. Cost $363.65 Unrealized
CSGP COSTAR GROUP INC 0.1%
Value ($000) $232 Shares 2,801 Est. Cost $86.45 Unrealized 0.0%
AVY AVERY DENNISON CORP COM USD1 0.1%
Value ($000) $231 Shares 1,099 Est. Cost $194.12 Unrealized 0.0%
WDFC WD 40 CO COM 0.1%
Value ($000) $228 Shares 890 Est. Cost $223.09 Unrealized +6.1%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $228 Shares 2,078 Est. Cost $103.95 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $227 Shares 2,914 Est. Cost $65.99 Unrealized 0.0%
DXCM DEXCOM INC 0.1%
Value ($000) $226 Shares 530 Est. Cost $96.03 Unrealized 0.0%
FIZZ NATIONAL BEVERAGE CORP 0.1%
Value ($000) $226 Shares 4,787 Est. Cost $25.64 Unrealized +66.3%
BALL BALL CORP COM NPV 0.1%
Value ($000) $226 Shares 2,791 Est. Cost $65.21 Unrealized +25.1%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.1%
Value ($000) $225 Shares 7,037 Est. Cost $27.77 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $221 Shares 470 Est. Cost $398.27 Unrealized +7.9%
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.1%
Value ($000) $221 Shares 4,385 Est. Cost $49.26 Unrealized
MTCH MATCH GROUP INC NEW COM 0.1%
Value ($000) $220 Shares 1,366 Est. Cost $143.15 Unrealized 0.0%
BUD ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV 0.1%
Value ($000) $219 Shares 3,046 Est. Cost $71.90 Unrealized
BRT BRT APARTMENTS CORP COM 0.1%
Value ($000) $218 Shares 12,568 Est. Cost $17.35 Unrealized
AMEDISYS INC 0.1%
Value ($000) $218 Shares 891 Est. Cost $199.32 Unrealized
ACGL ARCH CAPITAL GROUP COM STK USD0.01 0.1%
Value ($000) $217 Shares 5,576 Est. Cost $33.89 Unrealized +11.1%
FND FLOOR &DECOR HLDGS INC CL A 0.1%
Value ($000) $216 Shares 2,044 Est. Cost $68.70 Unrealized +51.1%
EFX EQUIFAX INC COM USD1.25 0.1%
Value ($000) $213 Shares 890 Est. Cost $216.27 Unrealized 0.0%
XBI SPDR SER TR S&P BIOTECH 0.0%
Value ($000) $212 Shares 1,568 Est. Cost $140.60 Unrealized
JTKWY JUST EAT TAKEAWAY.COM N.V SPON ADS EACH REP 0.1 SHS(POST REV 0.0%
Value ($000) $211 Shares 11,542 Est. Cost $18.28 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.0%
Value ($000) $209 Shares 8,104 Est. Cost $25.79 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $208 Shares 130 Est. Cost $164.19 Unrealized 0.0%
MKC MCCORMICK &COMPANY INC COM NPV 0.0%
Value ($000) $207 Shares 2,340 Est. Cost $76.61 Unrealized +5.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $205 Shares 1,762 Est. Cost $116.35 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $205 Shares 18,046 Est. Cost $9.62 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $203 Shares 2,722 Est. Cost $27.39 Unrealized +12.4%
RLI RLI CORP COM USD1.00 0.0%
Value ($000) $202 Shares 1,929 Est. Cost $39.52 Unrealized +14.6%
RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 0.0%
Value ($000) $201 Shares 2,733 Est. Cost $73.55 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $200 Shares 2,590 Est. Cost $63.90 Unrealized 0.0%
COTY COTY INC 0.0%
Value ($000) $163 Shares 17,500 Est. Cost $7.63 Unrealized +19.0%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $150 Shares 10,627 Est. Cost $12.52 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $144 Shares 12,565 Est. Cost $14.88 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $138 Shares 11,484 Est. Cost $11.43 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $9.82 Unrealized 0.0%
NATIONAL CINEMEDIA INC 0.0%
Value ($000) $129 Shares 25,486 Est. Cost $4.63 Unrealized
REAX THE REAL BROKERAGE INC COM NPV(POST REV SPLIT) ISIN #CA75585H2063 SEDOL #BM9W3K1 0.0%
Value ($000) $120 Shares 13,329 Est. Cost $1.92 Unrealized 0.0%
GOHEALTH INC COM CL A 0.0%
Value ($000) $112 Shares 10,000 Est. Cost $11.20 Unrealized
SPRING VY ACQUISITION CORP UNIT 1 CL A & 1/2 WT EXP ISIN #KYG8377A1168 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $10.70 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $104 Shares 10,214 Est. Cost $7.38 Unrealized
HUMANCO ACQUISITION CORP COM CL A 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $9.80 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $88 Shares 22,620 Est. Cost $3.44 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $58 Shares 15,000 Est. Cost $2.67 Unrealized
NAK NORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 0.0%
Value ($000) $12 Shares 24,425 Est. Cost $1.11 Unrealized -49.1%