Apeiron RIA LLC Diversified Active

CIK: 0001801846 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $217,235 (99.9% shares, 0.1% debt)

Holdings (169)

VYM VANGUARD WHITEHALL FDS 6.1%
Value ($000) $13,178 Shares 136,635 Est. Cost $111.82 Unrealized
ESGU ISHARES TR 5.5%
Value ($000) $11,923 Shares 150,163 Est. Cost $56.34 Unrealized
ABBV ABBVIE INC 5.3%
Value ($000) $11,486 Shares 85,581 Est. Cost $101.71 Unrealized +25.0%
SPYM SPDR SER TR 5.1%
Value ($000) $11,111 Shares 264,166 Est. Cost $33.48 Unrealized
ABT ABBOTT LABS 3.9%
Value ($000) $8,390 Shares 86,706 Est. Cost $118.69 Unrealized -15.7%
JPST J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $7,520 Shares 150,186 Est. Cost $50.46 Unrealized
VYMI VANGUARD WHITEHALL FDS 2.8%
Value ($000) $6,126 Shares 117,338 Est. Cost $67.17 Unrealized
DFIV DIMENSIONAL ETF TRUST 2.7%
Value ($000) $5,966 Shares 229,892 Est. Cost $2.89 Unrealized
AVUV AMERICAN CENTY ETF TR 2.7%
Value ($000) $5,944 Shares 85,533 Est. Cost $79.46 Unrealized
DON WISDOMTREE TR 2.6%
Value ($000) $5,745 Shares 147,714 Est. Cost $44.24 Unrealized
IVV ISHARES TR 2.5%
Value ($000) $5,378 Shares 14,972 Est. Cost $176.96 Unrealized
GOVT ISHARES TR 2.5%
Value ($000) $5,364 Shares 237,607 Est. Cost $24.46 Unrealized
EFV ISHARES TR 2.4%
Value ($000) $5,192 Shares 134,276 Est. Cost $24.83 Unrealized
AVDV AMERICAN CENTY ETF TR 2.1%
Value ($000) $4,576 Shares 95,988 Est. Cost $63.48 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $4,382 Shares 102,333 Est. Cost $62.48 Unrealized
IUSB ISHARES TR 1.9%
Value ($000) $4,150 Shares 94,196 Est. Cost $43.57 Unrealized
EFG ISHARES TR 1.9%
Value ($000) $4,027 Shares 55,653 Est. Cost $60.74 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,603 Shares 58,020 Est. Cost $39.90 Unrealized
AVEM AMERICAN CENTY ETF TR 1.2%
Value ($000) $2,559 Shares 56,015 Est. Cost $63.31 Unrealized
SPTM SPDR SER TR 1.2%
Value ($000) $2,508 Shares 56,784 Est. Cost $57.09 Unrealized
DEM WISDOMTREE TR 1.0%
Value ($000) $2,239 Shares 67,905 Est. Cost $42.57 Unrealized
IJR ISHARES TR 1.0%
Value ($000) $2,177 Shares 24,270 Est. Cost $89.70 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,045 Shares 8,962 Est. Cost $313.41 Unrealized -18.0%
USMV ISHARES TR 0.9%
Value ($000) $1,934 Shares 29,204 Est. Cost $69.46 Unrealized
HDV ISHARES TR 0.9%
Value ($000) $1,923 Shares 20,467 Est. Cost $10.03 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,824 Shares 13,124 Est. Cost $154.86 Unrealized -0.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,709 Shares 18,012 Est. Cost $55.03 Unrealized +47.8%
DJP BARCLAYS BANK PLC 0.8%
Value ($000) $1,696 Shares 49,761 Est. Cost $28.00 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,661 Shares 79,188 Est. Cost $3.42 Unrealized
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,588 Shares 30,588 Est. Cost $40.93 Unrealized
MUB ISHARES TR 0.7%
Value ($000) $1,540 Shares 14,873 Est. Cost $117.22 Unrealized
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $1,535 Shares 19,801 Est. Cost $111.29 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $1,480 Shares 6,189 Est. Cost $297.71 Unrealized -6.2%
ACWI ISHARES TR 0.7%
Value ($000) $1,424 Shares 18,314 Est. Cost $105.77 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,403 Shares 19,828 Est. Cost $84.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,270 Shares 2,539 Est. Cost $423.74 Unrealized +16.8%
TLH ISHARES TR 0.6%
Value ($000) $1,249 Shares 11,706 Est. Cost $106.70 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,224 Shares 7,807 Est. Cost $96.10 Unrealized +38.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,209 Shares 3 Est. Cost $428128.38 Unrealized 0.0%
QTEC FIRST TR NASDAQ 100 TECH IND 0.6%
Value ($000) $1,206 Shares 12,018 Est. Cost $175.12 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,112 Shares 23,355 Est. Cost $61.69 Unrealized
SUB ISHARES TR 0.5%
Value ($000) $1,071 Shares 10,417 Est. Cost $227.66 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $998 Shares 22,423 Est. Cost $61.39 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.4%
Value ($000) $958 Shares 41,522 Est. Cost $16.97 Unrealized -2.5%
FTXR FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $875 Shares 36,675 Est. Cost $34.48 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $871 Shares 10,140 Est. Cost $132.02 Unrealized
IAU ISHARES GOLD TR 0.4%
Value ($000) $868 Shares 27,470 Est. Cost $20.75 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $849 Shares 16,611 Est. Cost $47.55 Unrealized
PECO PHILLIPS EDISON & CO INC 0.4%
Value ($000) $823 Shares 28,700 Est. Cost $82.48 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $823 Shares 38,847 Est. Cost $21.19 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $823 Shares 39,411 Est. Cost $20.88 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $814 Shares 39,960 Est. Cost $20.37 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $807 Shares 40,611 Est. Cost $19.87 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $791 Shares 42,616 Est. Cost $18.56 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $788 Shares 6,259 Est. Cost $125.90 Unrealized
AVES AMERICAN CENTY ETF TR 0.4%
Value ($000) $785 Shares 20,903 Est. Cost $4.24 Unrealized
COMT ISHARES U S ETF TR 0.4%
Value ($000) $782 Shares 20,629 Est. Cost $32.38 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $781 Shares 7,408 Est. Cost $126.44 Unrealized
IFRA ISHARES TR 0.3%
Value ($000) $755 Shares 22,941 Est. Cost $10.34 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $737 Shares 9,887 Est. Cost $75.76 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $729 Shares 4,465 Est. Cost $146.91 Unrealized +5.1%
FSK FS KKR CAP CORP 0.3%
Value ($000) $701 Shares 39,933 Est. Cost $11.76 Unrealized +6.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $657 Shares 2,000 Est. Cost $328.50 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $654 Shares 9,416 Est. Cost $69.46 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $652 Shares 10,575 Est. Cost $82.00 Unrealized -14.4%
IYG ISHARES TR 0.3%
Value ($000) $634 Shares 4,504 Est. Cost $140.76 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $622 Shares 8,958 Est. Cost $69.44 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $622 Shares 20,289 Est. Cost $40.28 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $597 Shares 22,195 Est. Cost $23.04 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $596 Shares 3,656 Est. Cost $145.30 Unrealized +5.2%
IEFA ISHARES TR 0.3%
Value ($000) $595 Shares 11,328 Est. Cost $107.17 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $591 Shares 5,646 Est. Cost $104.68 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.3%
Value ($000) $550 Shares 6,052 Est. Cost $123.05 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $534 Shares 2,524 Est. Cost $320.96 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $532 Shares 235 Est. Cost $2178.52 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $530 Shares 4,250 Est. Cost $134.57 Unrealized -3.0%
WMT WALMART INC 0.2%
Value ($000) $527 Shares 3,971 Est. Cost $42.00 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $521 Shares 10,727 Est. Cost $140.06 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $512 Shares 2,852 Est. Cost $242.78 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $511 Shares 7,091 Est. Cost $72.06 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $510 Shares 6,512 Est. Cost $78.32 Unrealized
IAI ISHARES TR 0.2%
Value ($000) $508 Shares 5,871 Est. Cost $86.53 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.2%
Value ($000) $504 Shares 27,339 Est. Cost $21.28 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $503 Shares 11,270 Est. Cost $55.35 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $502 Shares 8,694 Est. Cost $57.74 Unrealized
IGHG PROSHARES TR 0.2%
Value ($000) $496 Shares 7,309 Est. Cost $67.86 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $480 Shares 1,565 Est. Cost $306.71 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $480 Shares 8,066 Est. Cost $59.51 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.2%
Value ($000) $450 Shares 17,875 Est. Cost $20.76 Unrealized
BIZD VANECK ETF TRUST 0.2%
Value ($000) $443 Shares 33,114 Est. Cost $17.55 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $438 Shares 1,786 Est. Cost $217.87 Unrealized 0.0%
IPO RENAISSANCE CAP GREENWICH FD 0.2%
Value ($000) $436 Shares 15,853 Est. Cost $27.50 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $435 Shares 15,980 Est. Cost $11.43 Unrealized
ITB ISHARES TR 0.2%
Value ($000) $406 Shares 7,405 Est. Cost $54.83 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $402 Shares 4,706 Est. Cost $85.42 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $399 Shares 3,227 Est. Cost $123.64 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $392 Shares 64,710 Est. Cost $3.13 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $374 Shares 15,125 Est. Cost $29.63 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $367 Shares 7,475 Est. Cost $49.10 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $367 Shares 5,308 Est. Cost $72.46 Unrealized 0.0%
HSY HERSHEY CO 0.2%
Value ($000) $362 Shares 1,606 Est. Cost $205.25 Unrealized 0.0%
IAT ISHARES TR 0.2%
Value ($000) $359 Shares 7,520 Est. Cost $47.74 Unrealized
PB PROSPERITY BANCSHARES INC 0.2%
Value ($000) $356 Shares 5,100 Est. Cost $63.50 Unrealized 0.0%
MTUM ISHARES TR 0.2%
Value ($000) $355 Shares 2,634 Est. Cost $134.78 Unrealized
FALN ISHARES TR 0.2%
Value ($000) $351 Shares 14,737 Est. Cost $29.97 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $340 Shares 6,873 Est. Cost $49.47 Unrealized
DDWM WISDOMTREE TR 0.2%
Value ($000) $340 Shares 12,963 Est. Cost $30.83 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $338 Shares 3,035 Est. Cost $114.70 Unrealized -0.3%
AMCOR PLC 0.2%
Value ($000) $337 Shares 31,276 Est. Cost $10.35 Unrealized +2.7%
IYE ISHARES TR 0.2%
Value ($000) $335 Shares 7,785 Est. Cost $30.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $327 Shares 1,444 Est. Cost $219.07 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $325 Shares 3,635 Est. Cost $46.07 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $324 Shares 2,875 Est. Cost $127.43 Unrealized -0.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $323 Shares 685 Est. Cost $487.69 Unrealized +2.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $321 Shares 641 Est. Cost $554.13 Unrealized 0.0%
FAB FIRST TR MULTI CP VAL ALPHA 0.1%
Value ($000) $319 Shares 5,150 Est. Cost $74.97 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $316 Shares 3,263 Est. Cost $59.01 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $316 Shares 4,310 Est. Cost $73.32 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $315 Shares 9,145 Est. Cost $34.45 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $314 Shares 8,631 Est. Cost $34.54 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $306 Shares 3,208 Est. Cost $101.91 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $302 Shares 2,354 Est. Cost $128.86 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $300 Shares 2,113 Est. Cost $139.06 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $299 Shares 2,861 Est. Cost $104.51 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $296 Shares 714 Est. Cost $409.49 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $293 Shares 762 Est. Cost $519.28 Unrealized -18.6%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $292 Shares 1,453 Est. Cost $36.69 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $289 Shares 4,460 Est. Cost $68.03 Unrealized 0.0%
XNTK SPDR SER TR 0.1%
Value ($000) $289 Shares 3,176 Est. Cost $90.99 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $286 Shares 3,597 Est. Cost $55.49 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $286 Shares 1,017 Est. Cost $337.01 Unrealized -19.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $282 Shares 2,606 Est. Cost $112.11 Unrealized 0.0%
CALAMOS DYNAMIC CONV & INCOM 0.1%
Value ($000) $278 Shares 13,208 Est. Cost $31.68 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $275 Shares 3,034 Est. Cost $95.80 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $274 Shares 4,915 Est. Cost $55.75 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $266 Shares 1,346 Est. Cost $197.62 Unrealized
V VISA INC 0.1%
Value ($000) $265 Shares 1,485 Est. Cost $207.70 Unrealized -4.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $262 Shares 1,036 Est. Cost $274.70 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $260 Shares 3,501 Est. Cost $74.26 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $260 Shares 2,547 Est. Cost $105.62 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $259 Shares 3,421 Est. Cost $77.43 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $259 Shares 2,665 Est. Cost $110.06 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $259 Shares 3,195 Est. Cost $48.12 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $253 Shares 5,076 Est. Cost $66.89 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $253 Shares 2,775 Est. Cost $91.17 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $252 Shares 6,728 Est. Cost $37.46 Unrealized
XT ISHARES TR 0.1%
Value ($000) $251 Shares 5,673 Est. Cost $44.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $250 Shares 1,836 Est. Cost $136.17 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $250 Shares 2,023 Est. Cost $123.58 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $244 Shares 3,395 Est. Cost $82.83 Unrealized 0.0%
MBB ISHARES TR 0.1%
Value ($000) $244 Shares 2,678 Est. Cost $91.11 Unrealized
HYHG PROSHARES TR 0.1%
Value ($000) $240 Shares 4,140 Est. Cost $57.97 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $238 Shares 2,303 Est. Cost $86.91 Unrealized 0.0%
SPYV SPDR SER TR 0.1%
Value ($000) $237 Shares 6,791 Est. Cost $34.90 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $236 Shares 2,473 Est. Cost $95.43 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $235 Shares 10,634 Est. Cost $22.10 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $232 Shares 10,538 Est. Cost $22.02 Unrealized
BALL BALL CORP 0.1%
Value ($000) $232 Shares 4,781 Est. Cost $58.57 Unrealized 0.0%
THE NECESSITY RETAIL REIT IN 0.1%
Value ($000) $228 Shares 38,015 Est. Cost $9.14 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $223 Shares 1,602 Est. Cost $148.98 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $222 Shares 500 Est. Cost $51.98 Unrealized -7.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $219 Shares 2,977 Est. Cost $73.56 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $208 Shares 5,159 Est. Cost $32.97 Unrealized +0.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $203 Shares 567 Est. Cost $358.02 Unrealized
BTAL AGF INVTS TR 0.1%
Value ($000) $202 Shares 9,825 Est. Cost $20.56 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $200 Shares 7,754 Est. Cost $25.79 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $195 Shares 11,671 Est. Cost $25.84 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $163 Shares 15,091 Est. Cost $16.12 Unrealized
PROSPECT CAP CORP 0.0%
Value ($000) $81 Shares 80,000 Est. Cost $1.10 Unrealized