Investment Research & Advisory Group, Inc. Diversified Active

CIK: 0001802136 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $138,235 (100.0% shares, 0.0% debt)

Holdings (177)

VOO VANGUARD S&P 500 ETF 18.9%
Value ($000) $26,182 Shares 75,478 Est. Cost $342.15 Unrealized
AAPL APPLE INC 8.5%
Value ($000) $11,813 Shares 86,403 Est. Cost $95.90 Unrealized +55.0%
MSFT MICROSOFT CORP 4.9%
Value ($000) $6,826 Shares 26,578 Est. Cost $144.63 Unrealized +82.1%
GOOGL ALPHABET INC. 3.3%
Value ($000) $4,535 Shares 2,081 Est. Cost $69.13 Unrealized +69.0%
AMZN AMAZON.COM INC 3.1%
Value ($000) $4,313 Shares 40,604 Est. Cost $123.54 Unrealized +1.3%
MA MASTERCARD INC 3.0%
Value ($000) $4,208 Shares 13,339 Est. Cost $275.20 Unrealized +22.6%
V VISA INC 2.7%
Value ($000) $3,720 Shares 18,893 Est. Cost $174.11 Unrealized +15.5%
IQV IQVIA HOLDINGS INC 2.6%
Value ($000) $3,624 Shares 16,703 Est. Cost $152.33 Unrealized +42.6%
PFIZER INC 2.5%
Value ($000) $3,451 Shares 65,826 Est. Cost $35.48 Unrealized
UNH UNITEDHEALTH GRP INC 2.4%
Value ($000) $3,266 Shares 6,358 Est. Cost $256.77 Unrealized +83.5%
SCHW CHARLES SCHWAB CORP 2.3%
Value ($000) $3,132 Shares 49,573 Est. Cost $39.78 Unrealized +64.7%
BLACKROCK INC 2.2%
Value ($000) $3,054 Shares 5,015 Est. Cost $527.33 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $2,659 Shares 14,981 Est. Cost $118.37 Unrealized +35.1%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $2,651 Shares 23,543 Est. Cost $113.02 Unrealized 0.0%
CB CHUBB LTD 1.8%
Value ($000) $2,475 Shares 12,591 Est. Cost $122.25 Unrealized +60.5%
CRM SALESFORCE INC 1.7%
Value ($000) $2,333 Shares 14,133 Est. Cost $174.98 Unrealized -0.2%
CMCSA COMCAST CORP 1.6%
Value ($000) $2,251 Shares 57,358 Est. Cost $36.09 Unrealized +6.3%
BRK/B BERKSHIRE HATHAWAY 1.5%
Value ($000) $2,057 Shares 7,536 Est. Cost $225.36 Unrealized +39.2%
BDX BECTON DICKINSON&CO 1.4%
Value ($000) $1,992 Shares 8,081 Est. Cost $225.82 Unrealized +5.6%
META META PLATFORMS INC 1.4%
Value ($000) $1,988 Shares 12,326 Est. Cost $204.30 Unrealized -6.2%
PYPL PAYPAL HOLDINGS INCORPOR 1.4%
Value ($000) $1,983 Shares 24,235 Est. Cost $104.26 Unrealized -17.0%
SBUX STARBUCKS CORP 1.4%
Value ($000) $1,968 Shares 25,762 Est. Cost $69.97 Unrealized +0.6%
NVDA NVIDIA CORP 1.4%
Value ($000) $1,960 Shares 12,932 Est. Cost $19.09 Unrealized -1.3%
PM PHILIP MORRIS INTL 1.4%
Value ($000) $1,947 Shares 19,715 Est. Cost $57.51 Unrealized +48.5%
GD GENERAL DYNAMICS CO 1.4%
Value ($000) $1,916 Shares 8,658 Est. Cost $141.89 Unrealized +50.4%
HON HONEYWELL INTL INC 1.3%
Value ($000) $1,831 Shares 10,532 Est. Cost $169.08 Unrealized -1.6%
SPYX SPDR S&P 500 ETF 1.3%
Value ($000) $1,778 Shares 4,712 Est. Cost $286.60 Unrealized
COST COSTCO WHOLESALE CO 1.2%
Value ($000) $1,707 Shares 3,562 Est. Cost $496.47 Unrealized -2.3%
DIS WALT DISNEY CO 1.1%
Value ($000) $1,526 Shares 16,170 Est. Cost $121.02 Unrealized -10.4%
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $1,452 Shares 8,245 Est. Cost $173.88 Unrealized
PG PROCTER & GAMBLE 1.0%
Value ($000) $1,419 Shares 9,866 Est. Cost $109.22 Unrealized +25.7%
KMX CARMAX INC 1.0%
Value ($000) $1,390 Shares 15,363 Est. Cost $87.99 Unrealized +6.9%
TSM TAIWAN SEMICONDUCTR 1.0%
Value ($000) $1,328 Shares 16,239 Est. Cost $114.08 Unrealized
LAB CO OF AMER HLDG 0.9%
Value ($000) $1,304 Shares 5,562 Est. Cost $263.12 Unrealized
MMM 3M CO 0.9%
Value ($000) $1,282 Shares 9,910 Est. Cost $109.58 Unrealized -4.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK E 0.7%
Value ($000) $983 Shares 19,048 Est. Cost $54.28 Unrealized
LLY LILLY ELI & CO 0.7%
Value ($000) $969 Shares 2,989 Est. Cost $135.41 Unrealized +114.8%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $938 Shares 45,835 Est. Cost $30.51 Unrealized -13.0%
IRT INDEPENDENCE REALTY REIT 0.6%
Value ($000) $811 Shares 39,098 Est. Cost $20.88 Unrealized
DELTA AIR LINES INC DEL 0.5%
Value ($000) $724 Shares 25,008 Est. Cost $32.27 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $681 Shares 1,797 Est. Cost $414.19 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $654 Shares 10,270 Est. Cost $37.31 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $649 Shares 2,368 Est. Cost $195.97 Unrealized +37.3%
IJH ISHARES CORE S&P MID CAPETF 0.4%
Value ($000) $515 Shares 2,278 Est. Cost $238.08 Unrealized
TRUIST FINL CORP 0.4%
Value ($000) $498 Shares 10,509 Est. Cost $47.12 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.3%
Value ($000) $441 Shares 8,830 Est. Cost $53.29 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $431 Shares 7,135 Est. Cost $72.71 Unrealized
CHH CHOICE HOTELS INTL 0.3%
Value ($000) $427 Shares 3,823 Est. Cost $114.86 Unrealized +9.1%
GOOG ALPHABET INC. 0.3%
Value ($000) $422 Shares 193 Est. Cost $82.74 Unrealized +41.7%
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $394 Shares 3,965 Est. Cost $50.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $350 Shares 847 Est. Cost $371.47 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $350 Shares 2,545 Est. Cost $147.64 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $313 Shares 1,118 Est. Cost $218.08 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $304 Shares 4,044 Est. Cost $85.12 Unrealized
PANW PALO ALTO NETWORKS 0.2%
Value ($000) $269 Shares 544 Est. Cost $37.82 Unrealized +134.5%
FDX FEDEX CORP 0.2%
Value ($000) $265 Shares 1,171 Est. Cost $137.51 Unrealized +43.1%
MRK MERCK & CO. INC. 0.2%
Value ($000) $251 Shares 2,753 Est. Cost $67.81 Unrealized +16.8%
SNPS SYNOVUS FINL CO 0.1%
Value ($000) $206 Shares 5,717 Est. Cost $137.18 Unrealized +119.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $198 Shares 1,132 Est. Cost $102.36 Unrealized +75.4%
ABBV ABBVIE INC 0.1%
Value ($000) $183 Shares 1,193 Est. Cost $65.70 Unrealized +104.1%
NKE NIKE INC 0.1%
Value ($000) $168 Shares 1,640 Est. Cost $115.26 Unrealized -3.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $159 Shares 1,721 Est. Cost $92.75 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $154 Shares 1,825 Est. Cost $91.57 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $147 Shares 604 Est. Cost $182.69 Unrealized +19.6%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $146 Shares 1,227 Est. Cost $107.58 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $145 Shares 4,661 Est. Cost $34.47 Unrealized -5.0%
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.1%
Value ($000) $132 Shares 1,252 Est. Cost $152.10 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $132 Shares 2,102 Est. Cost $44.58 Unrealized +27.3%
BA BOEING CO 0.1%
Value ($000) $121 Shares 885 Est. Cost $209.01 Unrealized -29.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $118 Shares 1,000 Est. Cost $106.00 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $116 Shares 1,452 Est. Cost $63.91 Unrealized +8.5%
IJS ISHARES S&P SMALL CAP 600 ETF 0.1%
Value ($000) $115 Shares 1,294 Est. Cost $120.94 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $111 Shares 1,033 Est. Cost $79.11 Unrealized +20.6%
MHK MOHAWK INDUSTRIES 0.1%
Value ($000) $109 Shares 875 Est. Cost $178.49 Unrealized -25.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $103 Shares 1,370 Est. Cost $42.80 Unrealized +44.5%
CVX CHEVRON CORP 0.1%
Value ($000) $102 Shares 703 Est. Cost $89.49 Unrealized +59.5%
BROOKFIELD ASSET MGM 0.1%
Value ($000) $100 Shares 2,250 Est. Cost $60.44 Unrealized
MDLZ MONDELEZ INTL 0.1%
Value ($000) $100 Shares 1,607 Est. Cost $46.48 Unrealized +23.1%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $96 Shares 888 Est. Cost $75.30 Unrealized +40.9%
LYFT LYFT INC 0.1%
Value ($000) $93 Shares 6,980 Est. Cost $44.81 Unrealized -48.0%
MINT PIMCO ENHANCED SHRT 0.1%
Value ($000) $93 Shares 939 Est. Cost $101.92 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $92 Shares 1,171 Est. Cost $59.11 Unrealized +21.5%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $90 Shares 1,170 Est. Cost $46.09 Unrealized +41.0%
O REALTY INCOME CORP DISCOREIT 0.1%
Value ($000) $89 Shares 1,300 Est. Cost $55.07 Unrealized +2.6%
ENSTAR GROUP LTD 0.1%
Value ($000) $78 Shares 363 Est. Cost $206.00 Unrealized
PNC PNC FINL SERVICES 0.1%
Value ($000) $77 Shares 488 Est. Cost $123.75 Unrealized +17.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $76 Shares 642 Est. Cost $119.94 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.1%
Value ($000) $76 Shares 991 Est. Cost $80.90 Unrealized
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $68 Shares 890 Est. Cost $129.15 Unrealized -27.5%
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.0%
Value ($000) $63 Shares 1,278 Est. Cost $54.71 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $58 Shares 1,268 Est. Cost $58.31 Unrealized -24.9%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $57 Shares 600 Est. Cost $73.41 Unrealized +41.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $53 Shares 1,345 Est. Cost $42.69 Unrealized -6.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $50 Shares 1,197 Est. Cost $28.79 Unrealized +33.5%
GSK PLC ADR 0.0%
Value ($000) $49 Shares 1,134 Est. Cost $41.73 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $46 Shares 1,019 Est. Cost $47.93 Unrealized +29.8%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $44 Shares 185 Est. Cost $219.44 Unrealized +0.7%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $44 Shares 667 Est. Cost $56.71 Unrealized +28.1%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $41 Shares 139 Est. Cost $309.80 Unrealized -8.5%
CHKP CHECK PT SOFTWARE 0.0%
Value ($000) $37 Shares 300 Est. Cost $112.39 Unrealized +14.2%
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $35 Shares 3,955 Est. Cost $10.62 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $34 Shares 728 Est. Cost $36.38 Unrealized +22.1%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $32 Shares 300 Est. Cost $131.26 Unrealized -12.5%
WDAY WORKDAY INC 0.0%
Value ($000) $29 Shares 209 Est. Cost $166.02 Unrealized +9.4%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value ($000) $27 Shares 212 Est. Cost $174.53 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $27 Shares 74 Est. Cost $544.52 Unrealized -25.3%
ACN ACCENTURE PLC 0.0%
Value ($000) $27 Shares 97 Est. Cost $320.77 Unrealized -11.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $26 Shares 2,045 Est. Cost $30.66 Unrealized +14.9%
KELLOGG CO 0.0%
Value ($000) $26 Shares 369 Est. Cost $57.31 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $24 Shares 331 Est. Cost $64.29 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $24 Shares 216 Est. Cost $97.22 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $23 Shares 323 Est. Cost $83.33 Unrealized -16.2%
PFGC PERFORMANCE FOOD GROUP C 0.0%
Value ($000) $23 Shares 500 Est. Cost $26.01 Unrealized +77.6%
NOW SERVICE NOW INC 0.0%
Value ($000) $23 Shares 49 Est. Cost $115.87 Unrealized -17.7%
GL GLOBE LIFE INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $90.15 Unrealized +5.6%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $67.75 Unrealized +14.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $51.27 Unrealized +5.5%
ZTS ZOETIS INC 0.0%
Value ($000) $19 Shares 108 Est. Cost $210.50 Unrealized -20.8%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $18 Shares 100 Est. Cost $168.57 Unrealized -9.0%
XLV SELECT SECTOR HEALTH 0.0%
Value ($000) $18 Shares 142 Est. Cost $140.85 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $51.79 Unrealized +1.2%
ADSK AUTODESK INC 0.0%
Value ($000) $17 Shares 97 Est. Cost $291.48 Unrealized -34.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 192 Est. Cost $88.54 Unrealized
WMT WALMART INC 0.0%
Value ($000) $16 Shares 130 Est. Cost $44.47 Unrealized -1.0%
XLF SELECT STR FINANCIAL 0.0%
Value ($000) $15 Shares 476 Est. Cost $39.92 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $15 Shares 88 Est. Cost $127.55 Unrealized +17.4%
MUSA MURPHY USA INC 0.0%
Value ($000) $14 Shares 61 Est. Cost $175.22 Unrealized +32.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $13 Shares 301 Est. Cost $49.23 Unrealized -13.0%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $13 Shares 94 Est. Cost $202.13 Unrealized
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.46 Unrealized 0.0%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.81 Unrealized -1.7%
SEDG SOLAREDGE TECH 0.0%
Value ($000) $10 Shares 38 Est. Cost $273.47 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $10 Shares 43 Est. Cost $321.54 Unrealized -17.3%
SPDW SPDR PORTFOLIO DEVELOPEDWORLD EX-US 0.0%
Value ($000) $10 Shares 330 Est. Cost $33.24 Unrealized
PENN PENN NTNL GAMING 0.0%
Value ($000) $10 Shares 340 Est. Cost $103.87 Unrealized -67.5%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $10 Shares 142 Est. Cost $79.23 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $10 Shares 16 Est. Cost $43.28 Unrealized -0.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $10 Shares 109 Est. Cost $110.73 Unrealized -18.4%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $10 Shares 100 Est. Cost $88.87 Unrealized -0.4%
STT STATE STREET CORP 0.0%
Value ($000) $9 Shares 142 Est. Cost $62.27 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 27 Est. Cost $407.78 Unrealized 0.0%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $110.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $8 Shares 35 Est. Cost $289.80 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $8 Shares 265 Est. Cost $36.19 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.82 Unrealized +30.3%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $8 Shares 39 Est. Cost $223.54 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $8 Shares 58 Est. Cost $137.93 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $181.10 Unrealized 0.0%
SE SEA LTD 0.0%
Value ($000) $8 Shares 116 Est. Cost $68.97 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $8 Shares 45 Est. Cost $177.78 Unrealized
LULU LULULEMON ATHLETICA 0.0%
Value ($000) $8 Shares 28 Est. Cost $320.46 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $91.26 Unrealized 0.0%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $7 Shares 281 Est. Cost $36.93 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $7 Shares 205 Est. Cost $26.97 Unrealized +9.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $7 Shares 182 Est. Cost $47.99 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $7 Shares 220 Est. Cost $42.70 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $6 Shares 98 Est. Cost $68.39 Unrealized +33.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $871.74 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $6 Shares 24 Est. Cost $166.48 Unrealized +36.0%
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.0%
Value ($000) $5 Shares 143 Est. Cost $40.20 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $4 Shares 129 Est. Cost $38.57 Unrealized -7.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $24.51 Unrealized +3.4%
SVC SERVICE PPTYS TR 0.0%
Value ($000) $4 Shares 800 Est. Cost $23.75 Unrealized
LPLA LPL FINL HLDGS 0.0%
Value ($000) $4 Shares 23 Est. Cost $85.83 Unrealized +121.3%
CTVA CORTEVA INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $24.50 Unrealized +127.8%
DOW DOW INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $48.26 Unrealized +7.3%
DRAFTKINGS INC NEW 0.0%
Value ($000) $3 Shares 243 Est. Cost $51.26 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $192.97 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $2 Shares 98 Est. Cost $30.61 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $2 Shares 260 Est. Cost $43.32 Unrealized -63.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $123.01 Unrealized +60.4%
ALLBIRDS INC 0.0%
Value ($000) $1 Shares 304 Est. Cost $3.29 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
MFA FINL, INC. 0.0%
Value ($000) $1 Shares 118 Est. Cost $4.24 Unrealized
XERIS PHARMACEUTICALS IN 0.0%
Value ($000) $1 Shares 803 Est. Cost $4.98 Unrealized