Wealth Alliance Diversified Active

CIK: 0001793904 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $445,330 (100.0% shares, 0.0% debt)

Holdings (428)

AAPL APPLE INC 5.9%
Value ($000) $26,423 Shares 186,735 Est. Cost $96.75 Unrealized +48.7%
IVV ISHARES S&P 500 5.0%
Value ($000) $22,338 Shares 51,852 Est. Cost $342.75 Unrealized
ESGU ISHARES TR ESG AWR MSCI USA 3.2%
Value ($000) $14,469 Shares 146,959 Est. Cost $94.59 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.0%
Value ($000) $8,949 Shares 87,919 Est. Cost $86.45 Unrealized
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 1.8%
Value ($000) $7,855 Shares 18,303 Est. Cost $317.34 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,608 Shares 26,988 Est. Cost $144.59 Unrealized +94.2%
EFV ISHARES TR EAFE VALUE ETF 1.7%
Value ($000) $7,530 Shares 148,074 Est. Cost $50.58 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $6,635 Shares 2,020 Est. Cost $114.79 Unrealized +50.3%
TIP ISHARES TRUST UNITED STATES TREASURY 1.4%
Value ($000) $6,138 Shares 48,070 Est. Cost $127.50 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 1.4%
Value ($000) $6,050 Shares 55,411 Est. Cost $82.94 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 1.3%
Value ($000) $5,898 Shares 176,976 Est. Cost $24.86 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 1.3%
Value ($000) $5,732 Shares 53,834 Est. Cost $104.44 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.2%
Value ($000) $5,241 Shares 70,896 Est. Cost $99.57 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.1%
Value ($000) $5,041 Shares 34,666 Est. Cost $120.56 Unrealized
IUSB ISHARES TR CORE TOTAL USD 1.1%
Value ($000) $4,862 Shares 91,322 Est. Cost $53.20 Unrealized
META FACEBOOK INC-CLASS A 1.0%
Value ($000) $4,668 Shares 13,755 Est. Cost $210.62 Unrealized +69.8%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 1.0%
Value ($000) $4,620 Shares 62,226 Est. Cost $59.48 Unrealized
IEF ISHARES TR BARCLAYS 7 10 YR 1.0%
Value ($000) $4,509 Shares 39,129 Est. Cost $115.06 Unrealized
COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 1.0%
Value ($000) $4,410 Shares 123,061 Est. Cost $28.32 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.9%
Value ($000) $4,146 Shares 18,960 Est. Cost $146.20 Unrealized
IJH ISHARES S&P MIDCAP 400 INDEX FUND 0.9%
Value ($000) $3,798 Shares 14,437 Est. Cost $190.86 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.8%
Value ($000) $3,656 Shares 168,887 Est. Cost $22.82 Unrealized
EEMV ISHARES INC MSCI EMERG MRKT 0.7%
Value ($000) $3,134 Shares 50,003 Est. Cost $55.35 Unrealized
IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 0.7%
Value ($000) $3,130 Shares 93,675 Est. Cost $33.71 Unrealized
VLUE ISHARES TR MSCI USA VALUE 0.7%
Value ($000) $3,127 Shares 31,049 Est. Cost $99.77 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.7%
Value ($000) $3,021 Shares 113,864 Est. Cost $26.53 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FUND 0.7%
Value ($000) $3,011 Shares 16,515 Est. Cost $120.41 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.7%
Value ($000) $2,936 Shares 12,401 Est. Cost $145.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,921 Shares 7,476 Est. Cost $255.91 Unrealized +50.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,891 Shares 53,536 Est. Cost $42.61 Unrealized -0.7%
ESGE ISHARES INC ESG AWR MSCI EM 0.6%
Value ($000) $2,830 Shares 68,282 Est. Cost $43.83 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $2,610 Shares 17,354 Est. Cost $114.24 Unrealized +18.2%
MRK MERCK &CO. INC COM 0.6%
Value ($000) $2,550 Shares 33,944 Est. Cost $64.57 Unrealized +2.4%
IXN ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND 0.6%
Value ($000) $2,513 Shares 44,355 Est. Cost $73.57 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,468 Shares 15,080 Est. Cost $101.55 Unrealized +38.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.5%
Value ($000) $2,410 Shares 20,977 Est. Cost $116.84 Unrealized
ABBV ABBVIE INC COM USD0.01 0.5%
Value ($000) $2,385 Shares 22,106 Est. Cost $70.92 Unrealized +37.1%
T AT&T INC COM USD1 0.5%
Value ($000) $2,330 Shares 86,243 Est. Cost $17.27 Unrealized -6.9%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $2,304 Shares 42,316 Est. Cost $38.23 Unrealized +28.8%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,258 Shares 847 Est. Cost $75.67 Unrealized +80.8%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.5%
Value ($000) $2,231 Shares 23,535 Est. Cost $60.35 Unrealized +34.3%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,208 Shares 21,769 Est. Cost $83.09 Unrealized +0.3%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.5%
Value ($000) $2,099 Shares 8,882 Est. Cost $141.76 Unrealized
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.4%
Value ($000) $1,950 Shares 34,234 Est. Cost $57.17 Unrealized
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.4%
Value ($000) $1,919 Shares 9,983 Est. Cost $104.69 Unrealized +60.4%
IXG ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND 0.4%
Value ($000) $1,904 Shares 24,273 Est. Cost $77.77 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,903 Shares 5,797 Est. Cost $211.25 Unrealized +39.4%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.4%
Value ($000) $1,885 Shares 2,529 Est. Cost $300.41 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $1,870 Shares 33,438 Est. Cost $36.76 Unrealized +39.8%
JNJ JOHNSON &JOHNSON COM USD1.00 0.4%
Value ($000) $1,859 Shares 11,511 Est. Cost $116.12 Unrealized +29.4%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.4%
Value ($000) $1,720 Shares 12,321 Est. Cost $90.11 Unrealized
V VISA INC 0.4%
Value ($000) $1,712 Shares 7,686 Est. Cost $186.97 Unrealized +21.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $1,703 Shares 14,658 Est. Cost $116.06 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $1,661 Shares 621 Est. Cost $67.22 Unrealized +100.9%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $1,650 Shares 2,867 Est. Cost $359.29 Unrealized +75.2%
PJUN INNOVATOR ETFS TR US EQTY PWR BUF 0.4%
Value ($000) $1,639 Shares 52,769 Est. Cost $28.06 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,580 Shares 3,258 Est. Cost $31.45 Unrealized +41.4%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,579 Shares 9,337 Est. Cost $135.76 Unrealized +28.3%
CRM SALESFORCE.COM INC COM USD0.001 0.4%
Value ($000) $1,569 Shares 5,784 Est. Cost $181.46 Unrealized +38.3%
TFC TRUIST FINL CORP COM 0.3%
Value ($000) $1,466 Shares 24,998 Est. Cost $39.16 Unrealized +15.2%
NEE NEXTERA ENERGY INC COM USD0.01 0.3%
Value ($000) $1,466 Shares 18,672 Est. Cost $63.60 Unrealized +13.0%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.3%
Value ($000) $1,436 Shares 5,260 Est. Cost $212.87 Unrealized +31.9%
LOW LOWES COMPANIES INC COM USD0.50 0.3%
Value ($000) $1,416 Shares 6,979 Est. Cost $102.84 Unrealized +78.5%
ACN ACCENTURE PLC 0.3%
Value ($000) $1,386 Shares 4,333 Est. Cost $182.48 Unrealized +67.4%
LINDE PLC COM EUR0.001 0.3%
Value ($000) $1,384 Shares 4,719 Est. Cost $175.62 Unrealized
REET ISHARES TRUST GLOBAL REIT ETF 0.3%
Value ($000) $1,373 Shares 50,103 Est. Cost $23.94 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,370 Shares 11,598 Est. Cost $90.42 Unrealized +25.5%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.3%
Value ($000) $1,361 Shares 12,183 Est. Cost $59.67 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,340 Shares 31,157 Est. Cost $27.08 Unrealized +31.7%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,314 Shares 22,332 Est. Cost $44.53 Unrealized +8.8%
USB US BANCORP 0.3%
Value ($000) $1,308 Shares 22,003 Est. Cost $41.08 Unrealized +13.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,292 Shares 10,311 Est. Cost $91.61 Unrealized +23.8%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.3%
Value ($000) $1,286 Shares 6,058 Est. Cost $151.19 Unrealized +28.7%
IYE ISHARES DOW JONES US ENERGY SECTOR FUND 0.3%
Value ($000) $1,281 Shares 45,346 Est. Cost $27.82 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $1,274 Shares 17,492 Est. Cost $38.62 Unrealized +74.5%
IXUS ISHARES TR CORE MSCI TOTAL 0.3%
Value ($000) $1,268 Shares 17,862 Est. Cost $53.71 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,256 Shares 6,067 Est. Cost $17.65 Unrealized +17.4%
AZN ASTRAZENECA ADR REP 0.5 ORD 0.3%
Value ($000) $1,235 Shares 20,566 Est. Cost $51.08 Unrealized
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.3%
Value ($000) $1,228 Shares 10,095 Est. Cost $123.21 Unrealized -2.0%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,224 Shares 22,570 Est. Cost $55.33 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $1,218 Shares 14,171 Est. Cost $59.59 Unrealized +29.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.3%
Value ($000) $1,175 Shares 5,056 Est. Cost $142.47 Unrealized +54.5%
USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 0.3%
Value ($000) $1,169 Shares 32,378 Est. Cost $35.56 Unrealized
BCE BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2 0.3%
Value ($000) $1,161 Shares 23,193 Est. Cost $31.32 Unrealized +18.6%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.3%
Value ($000) $1,155 Shares 6,667 Est. Cost $125.61 Unrealized +24.1%
ORCL ORACLE CORP 0.3%
Value ($000) $1,134 Shares 13,015 Est. Cost $53.89 Unrealized +54.6%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $1,130 Shares 4,340 Est. Cost $124.13 Unrealized +128.0%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $1,123 Shares 12,116 Est. Cost $77.74 Unrealized
CVS CVS HEALTH CORPORATION COM USD0.01 0.3%
Value ($000) $1,122 Shares 13,222 Est. Cost $57.73 Unrealized +25.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,113 Shares 1,949 Est. Cost $405.14 Unrealized +33.9%
ZTS ZOETIS INC 0.2%
Value ($000) $1,113 Shares 5,736 Est. Cost $126.97 Unrealized +52.6%
GILD GILEAD SCIENCES INC COM USD0.001 0.2%
Value ($000) $1,108 Shares 15,869 Est. Cost $53.56 Unrealized +10.9%
BTI BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY 0.2%
Value ($000) $1,105 Shares 31,312 Est. Cost $36.62 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,089 Shares 8,448 Est. Cost $108.13 Unrealized +19.2%
TSLA TESLA INC COM 0.2%
Value ($000) $1,082 Shares 1,395 Est. Cost $133.51 Unrealized +76.3%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,067 Shares 3,066 Est. Cost $297.98 Unrealized +19.0%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $1,061 Shares 24,997 Est. Cost $25.15 Unrealized +43.5%
MCD MCDONALD S CORP 0.2%
Value ($000) $1,047 Shares 4,343 Est. Cost $170.46 Unrealized +26.6%
VIRTUS DIVIDEND INTEREST &PR COM 0.2%
Value ($000) $1,042 Shares 70,273 Est. Cost $13.96 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $998 Shares 16,105 Est. Cost $49.61 Unrealized +10.2%
EUSB ISHARES TR ESG ADV TTL USD 0.2%
Value ($000) $980 Shares 19,762 Est. Cost $49.41 Unrealized
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.2%
Value ($000) $963 Shares 4,990 Est. Cost $130.88 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $960 Shares 12,299 Est. Cost $78.61 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $958 Shares 6,851 Est. Cost $109.44 Unrealized +16.3%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $937 Shares 4,780 Est. Cost $112.56 Unrealized +70.2%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.2%
Value ($000) $935 Shares 9,585 Est. Cost $74.36 Unrealized +17.3%
ESGD ISHARES TR ESG AW MSCI EAFE 0.2%
Value ($000) $924 Shares 11,791 Est. Cost $78.85 Unrealized
MDLZ MONDELEZ INTL INC COM NPV 0.2%
Value ($000) $921 Shares 15,830 Est. Cost $45.84 Unrealized +20.9%
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.2%
Value ($000) $911 Shares 15,271 Est. Cost $61.96 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.2%
Value ($000) $909 Shares 5,427 Est. Cost $104.13 Unrealized +52.0%
SONY SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 0.2%
Value ($000) $908 Shares 8,214 Est. Cost $79.75 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.2%
Value ($000) $898 Shares 12,664 Est. Cost $46.90 Unrealized
ATLASSIAN CORPORATION PLC COM USD0.1 CL A 0.2%
Value ($000) $898 Shares 2,293 Est. Cost $205.10 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $886 Shares 13,071 Est. Cost $42.93 Unrealized +14.8%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.2%
Value ($000) $885 Shares 22,232 Est. Cost $24.46 Unrealized +21.4%
AMGN AMGEN INC 0.2%
Value ($000) $884 Shares 4,158 Est. Cost $189.25 Unrealized +5.8%
NFLX NETFLIX INC 0.2%
Value ($000) $870 Shares 1,427 Est. Cost $47.08 Unrealized +16.9%
XYZ SQUARE INC CL A 0.2%
Value ($000) $858 Shares 3,577 Est. Cost $80.62 Unrealized +218.6%
LMT LOCKHEED MARTIN CORP COM USD1.00 0.2%
Value ($000) $841 Shares 2,438 Est. Cost $332.99 Unrealized -3.7%
EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 0.2%
Value ($000) $833 Shares 2,780 Est. Cost $278.18 Unrealized +9.7%
HDB HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 0.2%
Value ($000) $827 Shares 11,316 Est. Cost $51.60 Unrealized
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 0.2%
Value ($000) $825 Shares 5,445 Est. Cost $97.85 Unrealized +44.7%
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.2%
Value ($000) $825 Shares 53,393 Est. Cost $17.34 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $823 Shares 4,519 Est. Cost $109.46 Unrealized +48.7%
MET METLIFE INC COM USD0.01 0.2%
Value ($000) $822 Shares 13,318 Est. Cost $39.32 Unrealized +34.1%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $812 Shares 11,117 Est. Cost $62.92 Unrealized -0.8%
SBUX STARBUCKS CORP COM USD0.001 0.2%
Value ($000) $809 Shares 7,339 Est. Cost $71.94 Unrealized +46.9%
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.2%
Value ($000) $793 Shares 12,180 Est. Cost $116.17 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.2%
Value ($000) $789 Shares 7,706 Est. Cost $57.72 Unrealized
PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 0.2%
Value ($000) $787 Shares 20,094 Est. Cost $27.96 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.2%
Value ($000) $782 Shares 5,284 Est. Cost $206.43 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE COM NPV ISIN #CA1360691010 SEDOL #2170525 0.2%
Value ($000) $777 Shares 6,980 Est. Cost $27.64 Unrealized +71.8%
ESML ISHARES TR ESG AWARE MSCI 0.2%
Value ($000) $770 Shares 19,737 Est. Cost $40.18 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $766 Shares 9,437 Est. Cost $69.62 Unrealized +6.8%
TFI SPDR SER TR NUVEEN BRC MUNIC 0.2%
Value ($000) $764 Shares 14,809 Est. Cost $51.68 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.2%
Value ($000) $757 Shares 13,797 Est. Cost $24.69 Unrealized +88.8%
LLY ELI LILLY AND CO 0.2%
Value ($000) $756 Shares 3,275 Est. Cost $144.78 Unrealized +63.5%
O REALTY INCOME CORP COM 0.2%
Value ($000) $753 Shares 11,603 Est. Cost $52.06 Unrealized +3.4%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.2%
Value ($000) $749 Shares 5,393 Est. Cost $95.69 Unrealized +17.2%
ALC ALCON INC 0.2%
Value ($000) $748 Shares 9,297 Est. Cost $64.60 Unrealized +17.6%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.2%
Value ($000) $733 Shares 1,530 Est. Cost $43.37 Unrealized +62.0%
HBAN HUNTINGTON BANCSHARES INC COM USD0.01 0.2%
Value ($000) $723 Shares 46,784 Est. Cost $9.90 Unrealized +21.7%
INNOVATE CORP COM 0.2%
Value ($000) $720 Shares 175,500 Est. Cost $4.10 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $720 Shares 13,718 Est. Cost $45.42 Unrealized +7.4%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 0.2%
Value ($000) $716 Shares 13,184 Est. Cost $41.75 Unrealized +23.0%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $709 Shares 6,182 Est. Cost $115.16 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $709 Shares 1,166 Est. Cost $267.10 Unrealized +118.3%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $691 Shares 1,915 Est. Cost $285.00 Unrealized +26.7%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $682 Shares 7,916 Est. Cost $86.25 Unrealized
TT TRANE TECHNOLOGIES PLC COM USD1 0.2%
Value ($000) $679 Shares 3,930 Est. Cost $97.69 Unrealized +86.2%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $677 Shares 7,672 Est. Cost $79.76 Unrealized +1.4%
ROYAL DUTCH SHELL ADR REP 2 CL B ORD 0.2%
Value ($000) $673 Shares 15,220 Est. Cost $35.30 Unrealized
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC 0.2%
Value ($000) $670 Shares 1,624 Est. Cost $178.30 Unrealized +132.9%
BLACKROCK INC COM USD0.01 0.2%
Value ($000) $670 Shares 798 Est. Cost $477.74 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $669 Shares 3,411 Est. Cost $150.67 Unrealized +29.6%
ERIC ERICSSON SPON ADR REP 1 CL B ORD 0.1%
Value ($000) $659 Shares 58,883 Est. Cost $9.09 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $657 Shares 4,401 Est. Cost $105.26 Unrealized +41.8%
NKE NIKE INC CLASS B COM NPV 0.1%
Value ($000) $653 Shares 4,497 Est. Cost $87.79 Unrealized +73.8%
C CITIGROUP INC 0.1%
Value ($000) $652 Shares 9,292 Est. Cost $52.24 Unrealized +14.3%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $650 Shares 3,066 Est. Cost $183.55 Unrealized +14.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $649 Shares 10,973 Est. Cost $47.49 Unrealized +15.5%
TM TOYOTA MOTOR ADR REP 2 ORD 0.1%
Value ($000) $643 Shares 3,621 Est. Cost $157.72 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $628 Shares 9,513 Est. Cost $61.01 Unrealized +7.3%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.1%
Value ($000) $626 Shares 3,138 Est. Cost $91.48 Unrealized +106.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $624 Shares 4,266 Est. Cost $91.20 Unrealized +50.6%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $621 Shares 4,592 Est. Cost $91.68 Unrealized
THO THOR INDUSTRIES INC 0.1%
Value ($000) $619 Shares 5,042 Est. Cost $74.75 Unrealized +39.2%
XTEAX ECOFIN SUSTAINABLE AND SOCIAL COM SH BEN INT 0.1%
Value ($000) $615 Shares 44,138 Est. Cost $13.93 Unrealized
PFXF VANECK ETF TRUST PREFERRED SECURT 0.1%
Value ($000) $614 Shares 28,920 Est. Cost $20.56 Unrealized
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.1%
Value ($000) $612 Shares 11,827 Est. Cost $30.54 Unrealized +83.6%
ELV ANTHEM INC 0.1%
Value ($000) $605 Shares 1,622 Est. Cost $248.13 Unrealized +44.1%
NOW SERVICENOW INC COM USD0.001 0.1%
Value ($000) $595 Shares 956 Est. Cost $64.20 Unrealized +88.6%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $594 Shares 2,404 Est. Cost $184.23 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $586 Shares 7,175 Est. Cost $84.86 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.1%
Value ($000) $580 Shares 30,145 Est. Cost $16.33 Unrealized +19.1%
DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF 0.1%
Value ($000) $577 Shares 8,510 Est. Cost $67.69 Unrealized
MS MORGAN STANLEY COM USD0.01 0.1%
Value ($000) $575 Shares 5,899 Est. Cost $36.60 Unrealized +134.2%
POOL POOL CORP COM 0.1%
Value ($000) $567 Shares 1,305 Est. Cost $298.63 Unrealized +50.4%
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.1%
Value ($000) $567 Shares 2,835 Est. Cost $147.11 Unrealized +27.6%
APD AIR PRODUCTS AND CHEMICALS INC 0.1%
Value ($000) $567 Shares 2,214 Est. Cost $209.37 Unrealized +18.0%
ICLR ICON PLC ORD EUR0.06 0.1%
Value ($000) $564 Shares 2,151 Est. Cost $170.67 Unrealized +42.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.1%
Value ($000) $563 Shares 7,586 Est. Cost $53.22 Unrealized +29.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $556 Shares 11,990 Est. Cost $27.81 Unrealized +49.5%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.1%
Value ($000) $545 Shares 1,946 Est. Cost $235.25 Unrealized
IHS MARKIT LTD COM USD0.01 ISIN #BMG475671050 SEDOL #BH0K6S8 0.1%
Value ($000) $544 Shares 4,664 Est. Cost $84.93 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.1%
Value ($000) $540 Shares 3,110 Est. Cost $125.51 Unrealized +31.5%
CREDIT SUISSE GRP ADR REPTG ONE ORD 0.1%
Value ($000) $540 Shares 54,795 Est. Cost $9.03 Unrealized
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $539 Shares 9,712 Est. Cost $45.36 Unrealized +3.8%
ADSK AUTODESK INC 0.1%
Value ($000) $537 Shares 1,883 Est. Cost $245.64 Unrealized +24.6%
WMT WALMART INC COM 0.1%
Value ($000) $521 Shares 3,738 Est. Cost $42.73 Unrealized +6.4%
COST COSTCO WHOLESALE CORP COM USD0.01 0.1%
Value ($000) $519 Shares 1,157 Est. Cost $279.63 Unrealized +49.6%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.1%
Value ($000) $516 Shares 26,069 Est. Cost $19.79 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $516 Shares 956 Est. Cost $297.89 Unrealized +76.1%
HORIZON PHARMA PLC COM USD0.0001 ISIN #IE00BQPVQZ61 0.1%
Value ($000) $516 Shares 4,712 Est. Cost $61.79 Unrealized
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 0.1%
Value ($000) $511 Shares 3,067 Est. Cost $120.18 Unrealized +31.5%
ALGN ALIGN TECHNOLOGY INC COM USD0.0001 0.1%
Value ($000) $507 Shares 761 Est. Cost $236.82 Unrealized +186.7%
WSO WATSCO INC 0.1%
Value ($000) $501 Shares 1,893 Est. Cost $170.06 Unrealized +64.9%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $501 Shares 2,988 Est. Cost $154.88 Unrealized -1.4%
AZTA BROOKS AUTOMATION INC NEW COM 0.1%
Value ($000) $501 Shares 4,896 Est. Cost $42.70 Unrealized +109.5%
SAP SAP ADR REP 1 ORD 0.1%
Value ($000) $499 Shares 3,689 Est. Cost $118.31 Unrealized
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $498 Shares 9,346 Est. Cost $49.51 Unrealized +0.6%
CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 0.1%
Value ($000) $495 Shares 22,797 Est. Cost $11.79 Unrealized +58.5%
DOV DOVER CORP COM USD1.00 0.1%
Value ($000) $493 Shares 3,171 Est. Cost $156.61 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $491 Shares 2,242 Est. Cost $223.88 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.1%
Value ($000) $490 Shares 1,362 Est. Cost $311.19 Unrealized +8.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $490 Shares 5,514 Est. Cost $38.47 Unrealized +22.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $489 Shares 20,330 Est. Cost $20.20 Unrealized +20.7%
BX BLACKSTONE INC 0.1%
Value ($000) $487 Shares 4,188 Est. Cost $59.98 Unrealized +67.3%
SE SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS 0.1%
Value ($000) $486 Shares 1,523 Est. Cost $283.01 Unrealized
BAX BAXTER INTERNATIONAL INC COM USD1.00 0.1%
Value ($000) $484 Shares 6,021 Est. Cost $71.57 Unrealized -0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $482 Shares 485 Est. Cost $226.44 Unrealized +48.3%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $480 Shares 90,985 Est. Cost $5.00 Unrealized
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $478 Shares 3,578 Est. Cost $109.50 Unrealized +18.6%
NVO NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 0.1%
Value ($000) $477 Shares 4,968 Est. Cost $61.00 Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $473 Shares 32,384 Est. Cost $17.21 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $472 Shares 6,953 Est. Cost $18.21 Unrealized +55.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $467 Shares 21,572 Est. Cost $23.91 Unrealized
CDW CDW CORP COM USD0.01 0.1%
Value ($000) $463 Shares 2,542 Est. Cost $112.77 Unrealized +58.7%
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $463 Shares 16,603 Est. Cost $25.62 Unrealized -4.0%
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 0.1%
Value ($000) $459 Shares 9,559 Est. Cost $34.35 Unrealized +12.5%
IT GARTNER INC COM USD0.0005 0.1%
Value ($000) $456 Shares 1,501 Est. Cost $144.57 Unrealized +100.5%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.1%
Value ($000) $454 Shares 2,320 Est. Cost $106.16 Unrealized +51.4%
ECL ECOLAB INC 0.1%
Value ($000) $452 Shares 2,163 Est. Cost $183.58 Unrealized +13.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $451 Shares 2,253 Est. Cost $177.99 Unrealized +12.8%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $450 Shares 17,367 Est. Cost $20.43 Unrealized -0.1%
INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 0.1%
Value ($000) $450 Shares 20,228 Est. Cost $18.91 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $450 Shares 2,658 Est. Cost $153.70 Unrealized
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $448 Shares 3,641 Est. Cost $90.50 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $447 Shares 2,382 Est. Cost $149.55 Unrealized
MMM 3M CO 0.1%
Value ($000) $444 Shares 2,528 Est. Cost $114.33 Unrealized +20.1%
CYBERARK SOFTWARE LTD COM ILS0.01 0.1%
Value ($000) $444 Shares 2,813 Est. Cost $109.85 Unrealized
EQR EQUITY RESIDENTIAL SBI USD0.01 0.1%
Value ($000) $444 Shares 5,493 Est. Cost $55.60 Unrealized +24.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $443 Shares 1,237 Est. Cost $327.66 Unrealized
CYRUSONE INC COM USD0.01 0.1%
Value ($000) $443 Shares 5,726 Est. Cost $65.11 Unrealized
SPLUNK INC COM USD0.001 0.1%
Value ($000) $443 Shares 3,059 Est. Cost $141.61 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $442 Shares 4,006 Est. Cost $110.71 Unrealized
RACE FERRARI N V EUR0.01 NEW 0.1%
Value ($000) $440 Shares 2,106 Est. Cost $208.95 Unrealized +2.7%
TE CONNECTIVITY LTD COM CHF0.57 REG SHS 0.1%
Value ($000) $440 Shares 3,209 Est. Cost $129.91 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $439 Shares 3,314 Est. Cost $115.57 Unrealized -0.1%
GMAB GENMAB AS SPON ADS EACH REP 0.1 ORD SHS 0.1%
Value ($000) $436 Shares 9,970 Est. Cost $36.13 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.1%
Value ($000) $431 Shares 16,774 Est. Cost $25.74 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $430 Shares 12,693 Est. Cost $23.29 Unrealized +18.5%
BLACKROCK LTD DURATION INCOME COM SHS 0.1%
Value ($000) $426 Shares 24,928 Est. Cost $16.17 Unrealized
ADM ARCHER-DANIELS-MIDLA ND CO 0.1%
Value ($000) $423 Shares 7,044 Est. Cost $36.04 Unrealized +47.0%
LNC LINCOLN NATIONAL CORP COM NPV 0.1%
Value ($000) $418 Shares 6,078 Est. Cost $36.43 Unrealized +41.9%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $417 Shares 5,950 Est. Cost $61.30 Unrealized -0.1%
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.1%
Value ($000) $416 Shares 6,836 Est. Cost $47.69 Unrealized
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.1%
Value ($000) $414 Shares 8,866 Est. Cost $47.11 Unrealized
BBY BEST BUY CO INC COM USD0.10 0.1%
Value ($000) $414 Shares 3,912 Est. Cost $87.05 Unrealized +5.7%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $411 Shares 1 Est. Cost $318723.75 Unrealized +32.6%
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.1%
Value ($000) $410 Shares 4,770 Est. Cost $52.14 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $409 Shares 1,341 Est. Cost $217.14 Unrealized +22.9%
GIS GENERAL MILLS INC COM USD0.10 0.1%
Value ($000) $406 Shares 6,790 Est. Cost $50.70 Unrealized +0.5%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $406 Shares 4,409 Est. Cost $46.82 Unrealized +72.8%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $406 Shares 7,234 Est. Cost $27.18 Unrealized +80.8%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $404 Shares 9,004 Est. Cost $33.07 Unrealized +32.1%
VTRS VIATRIS INC COM 0.1%
Value ($000) $403 Shares 29,799 Est. Cost $12.47 Unrealized -6.0%
RYAAY RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP 0.1%
Value ($000) $401 Shares 3,642 Est. Cost $114.71 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $401 Shares 18,830 Est. Cost $10.49 Unrealized +57.9%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $401 Shares 6,586 Est. Cost $42.74 Unrealized +26.0%
CME CME GROUP INC COM 0.1%
Value ($000) $399 Shares 2,063 Est. Cost $155.63 Unrealized +8.7%
CAH CARDINAL HEALTH INC COM NPV 0.1%
Value ($000) $397 Shares 8,016 Est. Cost $45.14 Unrealized +8.3%
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.1%
Value ($000) $396 Shares 1,878 Est. Cost $159.12 Unrealized +27.4%
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS 0.1%
Value ($000) $396 Shares 7,857 Est. Cost $40.37 Unrealized
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.1%
Value ($000) $395 Shares 2,876 Est. Cost $85.81 Unrealized +45.4%
IXC ISHARES TRUST S & P GLOBAL 0.1%
Value ($000) $394 Shares 14,701 Est. Cost $20.22 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $393 Shares 1,480 Est. Cost $200.99 Unrealized +23.7%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $392 Shares 4,773 Est. Cost $57.90 Unrealized +17.7%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $388 Shares 914 Est. Cost $295.74 Unrealized +41.3%
MGM GROWTH PPTYS LLC CL A COM 0.1%
Value ($000) $381 Shares 9,957 Est. Cost $27.23 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $381 Shares 6,581 Est. Cost $57.32 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $376 Shares 26,181 Est. Cost $16.93 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $376 Shares 3,924 Est. Cost $86.17 Unrealized +11.6%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $375 Shares 7,479 Est. Cost $48.92 Unrealized
VOX VANGUARD WORLD FDS COMM SRVC ETF 0.1%
Value ($000) $375 Shares 2,666 Est. Cost $95.88 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $372 Shares 1,201 Est. Cost $146.30 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $364 Shares 462 Est. Cost $585.60 Unrealized +30.1%
WDAY WORKDAY INC COM USD0.001 CL A 0.1%
Value ($000) $363 Shares 1,453 Est. Cost $233.46 Unrealized +6.1%
GWW GRAINGER W W INC COM USD0.50 0.1%
Value ($000) $362 Shares 921 Est. Cost $375.26 Unrealized +10.5%
THOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0 0.1%
Value ($000) $359 Shares 3,252 Est. Cost $70.76 Unrealized
ESTC ELASTIC N V COM EUR0.01 0.1%
Value ($000) $359 Shares 2,411 Est. Cost $75.79 Unrealized +102.9%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $357 Shares 2,133 Est. Cost $109.78 Unrealized +41.5%
SNPS SYNOPSYS INC 0.1%
Value ($000) $357 Shares 1,192 Est. Cost $147.45 Unrealized +105.9%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.1%
Value ($000) $356 Shares 941 Est. Cost $319.41 Unrealized +9.6%
ED CONSOLIDATED EDISON INC COM USD0.10 0.1%
Value ($000) $352 Shares 4,843 Est. Cost $68.23 Unrealized -6.1%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $351 Shares 2,638 Est. Cost $132.79 Unrealized
PAYX PAYCHEX INC COM USD0.01 0.1%
Value ($000) $351 Shares 3,126 Est. Cost $62.55 Unrealized +58.7%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $348 Shares 2,780 Est. Cost $87.64 Unrealized +30.3%
DUKE REALTY CORP COM NEW 0.1%
Value ($000) $348 Shares 7,270 Est. Cost $41.65 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $345 Shares 1,994 Est. Cost $138.77 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $341 Shares 622 Est. Cost $100.48 Unrealized +25.5%
FCX FREEPORT-MCMORAN INC COM USD0.10 0.1%
Value ($000) $341 Shares 10,468 Est. Cost $9.43 Unrealized +250.8%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $340 Shares 847 Est. Cost $278.26 Unrealized
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.1%
Value ($000) $335 Shares 2,248 Est. Cost $142.37 Unrealized
LSTR LANDSTAR SYSTEM INC 0.1%
Value ($000) $335 Shares 2,120 Est. Cost $125.62 Unrealized
WST WEST PHARMACEUTICAL SERVICES INC 0.1%
Value ($000) $329 Shares 776 Est. Cost $151.68 Unrealized +174.9%
CAKE CHEESECAKE FACTORY INC 0.1%
Value ($000) $328 Shares 6,976 Est. Cost $31.43 Unrealized +34.6%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.1%
Value ($000) $327 Shares 3,830 Est. Cost $86.37 Unrealized
SNY SANOFI ADR REP 1 1/2 ORD 0.1%
Value ($000) $325 Shares 6,735 Est. Cost $45.00 Unrealized
SRE SEMPRA COM 0.1%
Value ($000) $324 Shares 2,563 Est. Cost $51.72 Unrealized +10.7%
RBC RBC BEARINGS INC 0.1%
Value ($000) $324 Shares 1,526 Est. Cost $154.69 Unrealized +40.4%
ACWX ISHARES TR MSCI ACWI EX US 0.1%
Value ($000) $324 Shares 5,857 Est. Cost $55.32 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $320 Shares 665 Est. Cost $491.73 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $319 Shares 1,575 Est. Cost $30.01 Unrealized +19.9%
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.1%
Value ($000) $317 Shares 6,295 Est. Cost $51.56 Unrealized
PMAY INNOVATOR ETFS TR US EQTY PWR BUF 0.1%
Value ($000) $313 Shares 10,594 Est. Cost $29.45 Unrealized
OEF ISHARES S&P 100 INDEX FUND 0.1%
Value ($000) $310 Shares 1,570 Est. Cost $197.45 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $309 Shares 600 Est. Cost $338.52 Unrealized +64.6%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $308 Shares 1,474 Est. Cost $175.19 Unrealized +6.5%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $307 Shares 2,967 Est. Cost $71.49 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.1%
Value ($000) $305 Shares 5,585 Est. Cost $54.75 Unrealized
ITW ILLINOIS TOOL WORKS INC COM USD0.01 0.1%
Value ($000) $303 Shares 1,467 Est. Cost $204.97 Unrealized -1.0%
ANSYS INC COM USD0.01 0.1%
Value ($000) $302 Shares 888 Est. Cost $233.81 Unrealized
AMPLIFY ETF TR SEYMOUR CANNBS 0.1%
Value ($000) $299 Shares 15,512 Est. Cost $17.71 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $298 Shares 1,990 Est. Cost $104.16 Unrealized +34.1%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $298 Shares 2,063 Est. Cost $117.23 Unrealized +14.5%
CPRT COPART INC COM USD0.0001 0.1%
Value ($000) $295 Shares 2,129 Est. Cost $24.43 Unrealized +46.3%
DE DEERE & CO 0.1%
Value ($000) $294 Shares 876 Est. Cost $309.81 Unrealized +9.5%
ALL ALLSTATE CORP COM USD0.01 0.1%
Value ($000) $293 Shares 2,304 Est. Cost $91.10 Unrealized +30.3%
BA BOEING CO COM USD5.00 0.1%
Value ($000) $293 Shares 1,336 Est. Cost $197.74 Unrealized +12.8%
JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 0.1%
Value ($000) $290 Shares 1,770 Est. Cost $146.17 Unrealized +11.3%
KJAN INNOVATOR ETFS TR US SML CP PWR B 0.1%
Value ($000) $288 Shares 9,243 Est. Cost $30.40 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $288 Shares 1,258 Est. Cost $191.53 Unrealized +14.8%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $286 Shares 4,903 Est. Cost $31.85 Unrealized +87.2%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $285 Shares 621 Est. Cost $353.40 Unrealized +35.1%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $282 Shares 3,270 Est. Cost $86.45 Unrealized -0.0%
ALLE ALLEGION PLC ORD SHS 0.1%
Value ($000) $282 Shares 2,136 Est. Cost $131.00 Unrealized 0.0%
IYW ISHARES TRUST DJ US TECHNOLOGY 0.1%
Value ($000) $281 Shares 2,778 Est. Cost $99.35 Unrealized
TER TERADYNE INC COM USD0.125 0.1%
Value ($000) $280 Shares 2,565 Est. Cost $67.80 Unrealized +76.0%
PRI PRIMERICA INC COM USD0.01 0.1%
Value ($000) $279 Shares 1,814 Est. Cost $113.15 Unrealized +31.5%
GGG GRACO INC 0.1%
Value ($000) $278 Shares 3,971 Est. Cost $48.55 Unrealized +49.3%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $278 Shares 117 Est. Cost $1753.96 Unrealized +25.8%
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $278 Shares 6,661 Est. Cost $50.71 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $277 Shares 1,077 Est. Cost $112.42 Unrealized +156.3%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $275 Shares 2,674 Est. Cost $62.95 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $273 Shares 3,626 Est. Cost $64.46 Unrealized +21.0%
AIN ALBANY INTERNATIONAL CORP 0.1%
Value ($000) $270 Shares 3,517 Est. Cost $59.48 Unrealized +27.9%
SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 0.1%
Value ($000) $270 Shares 6,369 Est. Cost $42.94 Unrealized
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 0.1%
Value ($000) $268 Shares 1,658 Est. Cost $150.75 Unrealized 0.0%
ILMN ILLUMINA INC COM USD0.01 0.1%
Value ($000) $267 Shares 658 Est. Cost $322.20 Unrealized +42.7%
BILL BILL COM HLDGS INC COM 0.1%
Value ($000) $267 Shares 1,000 Est. Cost $230.72 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $266 Shares 2,591 Est. Cost $102.22 Unrealized 0.0%
NIO NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A 0.1%
Value ($000) $259 Shares 7,272 Est. Cost $48.18 Unrealized
FFIN FIRST FINL BANKSHARES INC COM 0.1%
Value ($000) $258 Shares 5,612 Est. Cost $30.09 Unrealized +44.0%
BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 0.1%
Value ($000) $255 Shares 3,303 Est. Cost $79.71 Unrealized -1.0%
AWI ARMSTRONG WORLD INDS INC NEW COM WHEN ISSUED 0.1%
Value ($000) $254 Shares 2,661 Est. Cost $69.35 Unrealized +44.5%
EVTC EVERTEC INC USD0.01 0.1%
Value ($000) $254 Shares 5,556 Est. Cost $36.44 Unrealized +21.1%
XEL XCEL ENERGY INC COM USD2.5 0.1%
Value ($000) $254 Shares 4,065 Est. Cost $59.90 Unrealized -2.3%
SUSL ISHARES TR ESG MSCI LEADR 0.1%
Value ($000) $253 Shares 3,355 Est. Cost $69.38 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.1%
Value ($000) $251 Shares 4,773 Est. Cost $25.64 Unrealized +59.5%
MTCH MATCH GROUP INC NEW COM 0.1%
Value ($000) $251 Shares 1,601 Est. Cost $143.98 Unrealized +3.3%
LABORATORY CORP AMER HLDGS COM USD0.1 0.1%
Value ($000) $250 Shares 888 Est. Cost $135.38 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.1%
Value ($000) $249 Shares 9,569 Est. Cost $26.06 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $247 Shares 2,618 Est. Cost $85.81 Unrealized +6.3%
WAT WATERS CORP 0.1%
Value ($000) $247 Shares 693 Est. Cost $316.51 Unrealized +23.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $247 Shares 25,752 Est. Cost $9.77 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $247 Shares 1,236 Est. Cost $162.15 Unrealized +20.3%
NDSN NORDSON CORP 0.1%
Value ($000) $247 Shares 1,036 Est. Cost $161.38 Unrealized +36.0%
BDX BECTON DICKINSON &CO COM USD1.00 0.1%
Value ($000) $246 Shares 1,001 Est. Cost $224.95 Unrealized +1.4%
CHD CHURCH &DWIGHT COM USD1.00 0.1%
Value ($000) $246 Shares 2,974 Est. Cost $66.27 Unrealized +21.4%
FND FLOOR &DECOR HLDGS INC CL A 0.1%
Value ($000) $245 Shares 2,032 Est. Cost $68.70 Unrealized +73.7%
FIVE FIVE BELOW INC 0.1%
Value ($000) $244 Shares 1,381 Est. Cost $109.53 Unrealized +81.8%
BRT BRT APARTMENTS CORP COM 0.1%
Value ($000) $244 Shares 12,646 Est. Cost $17.35 Unrealized
COOPER COS INC COM USD0.10 0.1%
Value ($000) $244 Shares 590 Est. Cost $363.65 Unrealized
FOXA FOX CORP CL A COM 0.1%
Value ($000) $243 Shares 6,040 Est. Cost $34.78 Unrealized 0.0%
PDEC INNOVATOR ETFS TR US EQTY PWR BUF 0.1%
Value ($000) $243 Shares 7,889 Est. Cost $29.79 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.1%
Value ($000) $242 Shares 13,188 Est. Cost $19.76 Unrealized -3.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $241 Shares 1,008 Est. Cost $183.41 Unrealized +27.3%
PCTY PAYLOCITY HOLDING CORP 0.1%
Value ($000) $238 Shares 848 Est. Cost $240.25 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $236 Shares 3,402 Est. Cost $68.40 Unrealized +8.4%
DOW DOW INC COM 0.1%
Value ($000) $236 Shares 4,101 Est. Cost $40.71 Unrealized +17.4%
GLOB GLOBANT SA USD1.20 0.1%
Value ($000) $235 Shares 836 Est. Cost $274.41 Unrealized 0.0%
RDNT RADNET INC 0.1%
Value ($000) $234 Shares 8,000 Est. Cost $26.34 Unrealized +21.8%
FALN ISHARES TRUST FALLEN ANGELS USD BD ETF 0.1%
Value ($000) $233 Shares 7,743 Est. Cost $30.09 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.1%
Value ($000) $231 Shares 1,475 Est. Cost $143.63 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $228 Shares 607 Est. Cost $343.91 Unrealized +9.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $225 Shares 124 Est. Cost $36.38 Unrealized 0.0%
RITCHIE BROS AUCTIONEERS COM ISIN #CA7677441056 SEDOL #2345390 0.1%
Value ($000) $224 Shares 3,632 Est. Cost $61.67 Unrealized
BL BLACKLINE INC COM 0.1%
Value ($000) $224 Shares 1,898 Est. Cost $114.88 Unrealized 0.0%
EXPO EXPONENT INC 0.1%
Value ($000) $224 Shares 1,978 Est. Cost $102.37 Unrealized 0.0%
BALL BALL CORP COM NPV 0.1%
Value ($000) $223 Shares 2,476 Est. Cost $65.21 Unrealized +28.4%
MELI MERCADOLIBRE INC COM USD0.001 0.0%
Value ($000) $222 Shares 132 Est. Cost $1732.10 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $222 Shares 1,108 Est. Cost $188.33 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $222 Shares 633 Est. Cost $312.74 Unrealized +4.0%
EFX EQUIFAX INC COM USD1.25 0.0%
Value ($000) $222 Shares 876 Est. Cost $216.27 Unrealized +16.4%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $219 Shares 7,689 Est. Cost $28.48 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $219 Shares 773 Est. Cost $223.92 Unrealized +42.8%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $218 Shares 3,210 Est. Cost $49.98 Unrealized +32.5%
ITA ISHARES TR US AER DEF ETF 0.0%
Value ($000) $217 Shares 2,078 Est. Cost $103.95 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.0%
Value ($000) $216 Shares 4,471 Est. Cost $48.84 Unrealized
IDXX IDEXX LABORATORIES INC COM USD0.10 0.0%
Value ($000) $216 Shares 348 Est. Cost $352.06 Unrealized +90.9%
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 0.0%
Value ($000) $215 Shares 4,258 Est. Cost $49.26 Unrealized
LII LENNOX INTERNATIONAL INC COM USD0.01 0.0%
Value ($000) $215 Shares 730 Est. Cost $188.58 Unrealized +64.0%
CTAS CINTAS CORP 0.0%
Value ($000) $214 Shares 561 Est. Cost $59.22 Unrealized +58.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $214 Shares 4,053 Est. Cost $51.24 Unrealized +0.1%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $213 Shares 1,472 Est. Cost $144.31 Unrealized
IHI ISHARES TR U.S. MED DVC ETF 0.0%
Value ($000) $212 Shares 3,376 Est. Cost $62.80 Unrealized
ACGL ARCH CAPITAL GROUP COM STK USD0.01 0.0%
Value ($000) $211 Shares 5,529 Est. Cost $33.89 Unrealized +11.1%
SPSC SPS COMM INC COM 0.0%
Value ($000) $210 Shares 1,302 Est. Cost $123.22 Unrealized 0.0%
SHM SPDR SER TR NUVEEN BLMBRG SR 0.0%
Value ($000) $207 Shares 4,185 Est. Cost $49.46 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $207 Shares 171 Est. Cost $160.04 Unrealized -8.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $205 Shares 4,510 Est. Cost $28.35 Unrealized +19.9%
WK WORKIVA INC COM CL A 0.0%
Value ($000) $204 Shares 1,449 Est. Cost $135.48 Unrealized 0.0%
LEN LENNAR CORP COM USD0.10 CLASS A 0.0%
Value ($000) $204 Shares 2,180 Est. Cost $66.00 Unrealized +40.6%
SUI SUN COMMUNITIES INC 0.0%
Value ($000) $204 Shares 1,105 Est. Cost $184.62 Unrealized
WDFC WD 40 CO COM 0.0%
Value ($000) $203 Shares 875 Est. Cost $223.09 Unrealized -0.1%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $202 Shares 19,867 Est. Cost $9.67 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $202 Shares 1,290 Est. Cost $156.59 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $201 Shares 735 Est. Cost $273.47 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORPORATION COM USD0.01 0.0%
Value ($000) $201 Shares 1,430 Est. Cost $141.17 Unrealized 0.0%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $162 Shares 11,346 Est. Cost $11.43 Unrealized +7.7%
TOKE CAMBRIA ETF TRUST CANNABIS ETF 0.0%
Value ($000) $152 Shares 10,834 Est. Cost $14.03 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $148 Shares 10,627 Est. Cost $12.52 Unrealized
COTY COTY INC 0.0%
Value ($000) $138 Shares 17,500 Est. Cost $7.63 Unrealized +12.1%
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $131 Shares 10,175 Est. Cost $12.87 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NPV 0.0%
Value ($000) $116 Shares 10,543 Est. Cost $11.00 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $103 Shares 10,274 Est. Cost $7.38 Unrealized
GOHEALTH INC COM CL A 0.0%
Value ($000) $101 Shares 20,000 Est. Cost $8.13 Unrealized
HUMANCO ACQUISITION CORP COM CL A 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $9.80 Unrealized
REAX THE REAL BROKERAGE INC COM NPV(POST REV SPLIT) ISIN #CA75585H2063 SEDOL #BM9W3K1 0.0%
Value ($000) $99 Shares 53,316 Est. Cost $1.94 Unrealized +0.3%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $97 Shares 13,565 Est. Cost $14.31 Unrealized
NATIONAL CINEMEDIA INC 0.0%
Value ($000) $91 Shares 25,486 Est. Cost $4.63 Unrealized
SPRING VY ACQUISITION CORP UNIT 1 CL A & 1/2 WT EXP ISIN #KYG8377A1168 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $10.70 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $84 Shares 23,186 Est. Cost $3.45 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A 0.0%
Value ($000) $74 Shares 10,000 Est. Cost $9.82 Unrealized -12.9%
MUFG MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS EACH REP 1 ORD SHS 0.0%
Value ($000) $64 Shares 10,770 Est. Cost $5.94 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $51 Shares 15,000 Est. Cost $2.67 Unrealized
NAK NORTHERN DYNASTY MINS COM NPV ISIN #CA66510M2040 SEDOL #2637848 0.0%
Value ($000) $12 Shares 26,925 Est. Cost $1.05 Unrealized -58.0%