Regent Peak Wealth Advisors LLC Diversified Active

CIK: 0001803329 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $435,612 (100.0% shares, 0.0% debt)

Holdings (179)

VTI VANGUARD TOTAL STOCK MARKET ETF 12.4%
Value ($000) $54,033 Shares 190,820 Est. Cost $181.45 Unrealized
AAPL APPLE INC COM 5.9%
Value ($000) $25,818 Shares 110,808 Est. Cost $101.86 Unrealized +117.9%
IEFA ISHARES CORE MSCI EAFE ETF 4.9%
Value ($000) $21,476 Shares 275,154 Est. Cost $71.30 Unrealized
VUG VANGUARD GROWTH ETF 4.8%
Value ($000) $20,791 Shares 54,154 Est. Cost $195.63 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 4.6%
Value ($000) $19,909 Shares 265,070 Est. Cost $72.88 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 4.5%
Value ($000) $19,758 Shares 55,895 Est. Cost $272.13 Unrealized +18.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 3.4%
Value ($000) $14,945 Shares 238,390 Est. Cost $49.78 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 3.0%
Value ($000) $12,886 Shares 102,579 Est. Cost $75.81 Unrealized
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $12,613 Shares 29,313 Est. Cost $169.91 Unrealized +149.0%
SDY SPDR S&P DIVIDEND ETF 2.9%
Value ($000) $12,535 Shares 88,251 Est. Cost $124.16 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 2.8%
Value ($000) $12,404 Shares 33,043 Est. Cost $204.43 Unrealized
VTV VANGUARD VALUE ETF 2.3%
Value ($000) $10,133 Shares 58,046 Est. Cost $120.90 Unrealized
NVDA NVIDIA CORPORATION COM 2.3%
Value ($000) $9,899 Shares 81,511 Est. Cost $92.94 Unrealized +27.0%
TSLA TESLA INC COM 2.2%
Value ($000) $9,537 Shares 36,451 Est. Cost $198.56 Unrealized +14.8%
SR SPIRE INC COM 2.2%
Value ($000) $9,433 Shares 140,180 Est. Cost $80.15 Unrealized
AMZN AMAZON COM INC COM 1.9%
Value ($000) $8,354 Shares 44,835 Est. Cost $125.96 Unrealized +44.9%
SPY SPDR S&P 500 ETF TRUST 1.6%
Value ($000) $6,757 Shares 11,777 Est. Cost $353.34 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.3%
Value ($000) $5,783 Shares 113,667 Est. Cost $50.88 Unrealized
PGR PROGRESSIVE CORP COM 1.1%
Value ($000) $4,709 Shares 18,556 Est. Cost $62.08 Unrealized +244.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $4,628 Shares 10,056 Est. Cost $214.54 Unrealized +106.1%
HD HOME DEPOT INC COM 1.1%
Value ($000) $4,624 Shares 11,411 Est. Cost $219.59 Unrealized +60.6%
KO COCA COLA CO COM 1.0%
Value ($000) $4,461 Shares 160,687 Est. Cost $52.79 Unrealized +24.4%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $3,869 Shares 23,326 Est. Cost $110.56 Unrealized +50.8%
ORCL ORACLE CORP COM 0.8%
Value ($000) $3,687 Shares 21,636 Est. Cost $95.50 Unrealized +49.8%
UNH UNITEDHEALTH GROUP INC COM 0.8%
Value ($000) $3,421 Shares 5,852 Est. Cost $467.40 Unrealized +17.3%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $3,158 Shares 10,372 Est. Cost $198.87 Unrealized +34.1%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $2,925 Shares 17,498 Est. Cost $113.13 Unrealized +48.7%
MRK MERCK & CO INC COM 0.6%
Value ($000) $2,747 Shares 24,193 Est. Cost $89.98 Unrealized +25.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $2,720 Shares 9,828 Est. Cost $150.83 Unrealized +68.1%
META META PLATFORMS INC CL A 0.6%
Value ($000) $2,715 Shares 4,743 Est. Cost $216.33 Unrealized +136.7%
AMGN AMGEN INC COM 0.6%
Value ($000) $2,679 Shares 8,315 Est. Cost $196.61 Unrealized +59.3%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,627 Shares 16,212 Est. Cost $135.25 Unrealized +12.9%
GD GENERAL DYNAMICS CORP COM 0.6%
Value ($000) $2,624 Shares 8,683 Est. Cost $148.31 Unrealized +93.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.6%
Value ($000) $2,552 Shares 14,695 Est. Cost $100.39 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.6%
Value ($000) $2,493 Shares 111,940 Est. Cost $17.73 Unrealized
APD AIR PRODS & CHEMS INC COM 0.6%
Value ($000) $2,482 Shares 8,335 Est. Cost $217.75 Unrealized +20.9%
UNP UNION PAC CORP COM 0.6%
Value ($000) $2,445 Shares 9,919 Est. Cost $164.44 Unrealized +42.7%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $2,433 Shares 24,952 Est. Cost $80.31 Unrealized +3.1%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $2,415 Shares 9,216 Est. Cost $171.17 Unrealized +38.6%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $2,407 Shares 11,645 Est. Cost $151.04 Unrealized +24.7%
PEP PEPSICO INC COM 0.5%
Value ($000) $2,393 Shares 14,072 Est. Cost $147.32 Unrealized +10.6%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,327 Shares 10,534 Est. Cost $172.00 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $2,284 Shares 2,579 Est. Cost $194.93 Unrealized +356.7%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $2,242 Shares 4,246 Est. Cost $427.90 Unrealized +11.7%
AVGO BROADCOM INC COM 0.5%
Value ($000) $2,229 Shares 12,923 Est. Cost $145.37 Unrealized +8.7%
NKE NIKE INC CL B 0.4%
Value ($000) $1,910 Shares 21,608 Est. Cost $96.60 Unrealized -21.3%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,901 Shares 3,296 Est. Cost $371.61 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,892 Shares 10,924 Est. Cost $106.46 Unrealized +54.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.4%
Value ($000) $1,832 Shares 27,538 Est. Cost $49.96 Unrealized
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $1,735 Shares 14,571 Est. Cost $142.74 Unrealized
SO SOUTHERN CO COM 0.4%
Value ($000) $1,634 Shares 18,124 Est. Cost $61.73 Unrealized +32.2%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $1,525 Shares 3,125 Est. Cost $320.28 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,510 Shares 1,703 Est. Cost $341.77 Unrealized +152.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $1,469 Shares 2,505 Est. Cost $304.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,382 Shares 2 Est. Cost $325723.70 Unrealized +103.8%
WMT WALMART INC COM 0.3%
Value ($000) $1,381 Shares 17,099 Est. Cost $50.73 Unrealized +42.9%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value ($000) $1,343 Shares 6,369 Est. Cost $109.51 Unrealized +87.2%
V VISA INC COM CL A 0.3%
Value ($000) $1,321 Shares 4,806 Est. Cost $182.75 Unrealized +46.5%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,116 Shares 5,651 Est. Cost $74.31 Unrealized +140.5%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,082 Shares 8,009 Est. Cost $117.28 Unrealized
ACT ENACT HLDGS INC COM 0.2%
Value ($000) $993 Shares 27,342 Est. Cost $30.20 Unrealized +9.5%
NFLX NETFLIX INC COM 0.2%
Value ($000) $984 Shares 1,388 Est. Cost $25.68 Unrealized +160.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $949 Shares 4,998 Est. Cost $139.66 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $935 Shares 1,599 Est. Cost $341.46 Unrealized +51.2%
LIN LINDE PLC SHS 0.2%
Value ($000) $873 Shares 1,831 Est. Cost $350.06 Unrealized +28.0%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $867 Shares 1,755 Est. Cost $299.21 Unrealized +54.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $855 Shares 1,383 Est. Cost $372.94 Unrealized +58.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $847 Shares 3,524 Est. Cost $148.37 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $813 Shares 3,602 Est. Cost $127.94 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $766 Shares 4,667 Est. Cost $102.15 Unrealized +48.7%
INTU INTUIT COM 0.2%
Value ($000) $765 Shares 1,232 Est. Cost $391.31 Unrealized +61.8%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $763 Shares 4,046 Est. Cost $62.48 Unrealized +168.8%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $683 Shares 5,828 Est. Cost $52.99 Unrealized +107.6%
ADBE ADOBE INC COM 0.2%
Value ($000) $662 Shares 1,278 Est. Cost $349.89 Unrealized +56.8%
CRM SALESFORCE INC COM 0.1%
Value ($000) $647 Shares 2,363 Est. Cost $184.28 Unrealized +37.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $633 Shares 4,107 Est. Cost $112.17 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $616 Shares 1,168 Est. Cost $350.24 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $607 Shares 1,553 Est. Cost $142.28 Unrealized +138.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $602 Shares 7,125 Est. Cost $63.54 Unrealized +17.8%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $590 Shares 2,858 Est. Cost $107.22 Unrealized +80.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $582 Shares 3,949 Est. Cost $94.68 Unrealized +47.8%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $568 Shares 2,044 Est. Cost $151.42 Unrealized +73.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $545 Shares 4,776 Est. Cost $101.40 Unrealized +5.6%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $542 Shares 4,342 Est. Cost $110.91 Unrealized +2.1%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $526 Shares 1,018 Est. Cost $360.65 Unrealized +35.8%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $503 Shares 1,934 Est. Cost $101.44 Unrealized +94.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $502 Shares 1,852 Est. Cost $124.15 Unrealized +90.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $500 Shares 2,263 Est. Cost $106.89 Unrealized +76.8%
AZO AUTOZONE INC COM 0.1%
Value ($000) $476 Shares 151 Est. Cost $1182.28 Unrealized +159.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $468 Shares 1,725 Est. Cost $239.24 Unrealized +15.6%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $455 Shares 5,445 Est. Cost $62.26 Unrealized
KMPR KEMPER CORP COM 0.1%
Value ($000) $452 Shares 7,376 Est. Cost $65.95 Unrealized -6.8%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $449 Shares 864 Est. Cost $315.56 Unrealized +65.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $445 Shares 2,223 Est. Cost $127.89 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $431 Shares 10,855 Est. Cost $29.03 Unrealized +33.5%
FISV FISERV INC COM 0.1%
Value ($000) $421 Shares 2,343 Est. Cost $101.06 Unrealized +63.2%
RTX RTX CORPORATION COM 0.1%
Value ($000) $412 Shares 3,399 Est. Cost $85.82 Unrealized +29.4%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $411 Shares 4,220 Est. Cost $83.89 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $402 Shares 7,553 Est. Cost $40.72 Unrealized +14.9%
TGT TARGET CORP COM 0.1%
Value ($000) $396 Shares 2,540 Est. Cost $135.26 Unrealized +4.3%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $376 Shares 4,515 Est. Cost $57.65 Unrealized
T AT&T INC COM 0.1%
Value ($000) $375 Shares 17,038 Est. Cost $15.38 Unrealized +22.1%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $370 Shares 1,403 Est. Cost $193.77 Unrealized
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $369 Shares 2,980 Est. Cost $77.20 Unrealized +31.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $364 Shares 3,773 Est. Cost $109.79 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $362 Shares 8,062 Est. Cost $40.38 Unrealized -4.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $362 Shares 1,354 Est. Cost $205.38 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $359 Shares 1,245 Est. Cost $200.61 Unrealized +35.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $353 Shares 8,445 Est. Cost $32.22 Unrealized +17.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $346 Shares 1,714 Est. Cost $114.13 Unrealized +77.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $344 Shares 701 Est. Cost $300.82 Unrealized +54.8%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $338 Shares 1,990 Est. Cost $123.29 Unrealized +38.8%
NOW SERVICENOW INC COM 0.1%
Value ($000) $337 Shares 377 Est. Cost $128.39 Unrealized +28.1%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $333 Shares 317 Est. Cost $741.39 Unrealized +49.3%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $331 Shares 1,747 Est. Cost $124.75 Unrealized +38.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $325 Shares 656 Est. Cost $318.29 Unrealized +49.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $319 Shares 1,175 Est. Cost $158.57 Unrealized +54.6%
DE DEERE & CO COM 0.1%
Value ($000) $318 Shares 761 Est. Cost $329.14 Unrealized +12.2%
CME CME GROUP INC COM 0.1%
Value ($000) $317 Shares 1,435 Est. Cost $164.96 Unrealized +19.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $311 Shares 1,685 Est. Cost $123.42 Unrealized +35.7%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $310 Shares 2,127 Est. Cost $119.44 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $308 Shares 1,820 Est. Cost $93.48 Unrealized +57.9%
FDX FEDEX CORP COM 0.1%
Value ($000) $305 Shares 1,114 Est. Cost $164.52 Unrealized +70.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $299 Shares 5,288 Est. Cost $42.14 Unrealized +30.1%
NI NISOURCE INC COM 0.1%
Value ($000) $296 Shares 8,537 Est. Cost $26.85 Unrealized +14.4%
CSX CSX CORP COM 0.1%
Value ($000) $291 Shares 8,422 Est. Cost $29.87 Unrealized +11.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $273 Shares 3,706 Est. Cost $54.98 Unrealized +22.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $272 Shares 1,375 Est. Cost $198.02 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $270 Shares 1,762 Est. Cost $103.85 Unrealized +28.7%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $269 Shares 2,794 Est. Cost $87.28 Unrealized +3.8%
PCAR PACCAR INC COM 0.1%
Value ($000) $268 Shares 2,720 Est. Cost $67.24 Unrealized +37.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $268 Shares 2,209 Est. Cost $92.10 Unrealized +19.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $265 Shares 570 Est. Cost $378.12 Unrealized +27.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $265 Shares 5,183 Est. Cost $30.08 Unrealized +51.4%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $263 Shares 1,276 Est. Cost $143.74 Unrealized +30.4%
INTC INTEL CORP COM 0.1%
Value ($000) $260 Shares 11,089 Est. Cost $42.37 Unrealized -41.3%
MCO MOODYS CORP COM 0.1%
Value ($000) $260 Shares 548 Est. Cost $344.13 Unrealized +33.3%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $260 Shares 1,000 Est. Cost $220.43 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $260 Shares 1,936 Est. Cost $90.51 Unrealized +34.7%
DHI D R HORTON INC COM 0.1%
Value ($000) $257 Shares 1,348 Est. Cost $173.17 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $249 Shares 15,540 Est. Cost $12.47 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $245 Shares 1,254 Est. Cost $160.34 Unrealized +13.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $244 Shares 639 Est. Cost $344.92 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $242 Shares 1,168 Est. Cost $164.05 Unrealized +24.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $242 Shares 573 Est. Cost $423.02 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $241 Shares 298 Est. Cost $710.77 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $237 Shares 931 Est. Cost $191.56 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $236 Shares 56 Est. Cost $3067.93 Unrealized +23.7%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $233 Shares 1,012 Est. Cost $207.89 Unrealized +5.9%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $230 Shares 2,215 Est. Cost $91.82 Unrealized +13.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $229 Shares 1,428 Est. Cost $151.68 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $229 Shares 1,891 Est. Cost $98.85 Unrealized +11.8%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $227 Shares 976 Est. Cost $210.79 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $226 Shares 2,475 Est. Cost $65.35 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $225 Shares 907 Est. Cost $233.00 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $224 Shares 1,903 Est. Cost $98.66 Unrealized +14.3%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $224 Shares 3,556 Est. Cost $59.29 Unrealized -6.9%
MTB M & T BK CORP COM 0.1%
Value ($000) $221 Shares 1,241 Est. Cost $159.11 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $220 Shares 1,362 Est. Cost $133.14 Unrealized +10.3%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $220 Shares 987 Est. Cost $193.68 Unrealized +12.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $218 Shares 2,441 Est. Cost $32.98 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $215 Shares 4,309 Est. Cost $49.18 Unrealized -10.1%
L LOEWS CORP COM 0.0%
Value ($000) $213 Shares 2,691 Est. Cost $78.14 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $212 Shares 1,057 Est. Cost $128.43 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $212 Shares 752 Est. Cost $270.52 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $208 Shares 421 Est. Cost $504.48 Unrealized +9.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $207 Shares 737 Est. Cost $278.61 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $205 Shares 1,831 Est. Cost $98.75 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $204 Shares 1,615 Est. Cost $118.05 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $204 Shares 1,590 Est. Cost $113.83 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $203 Shares 1,490 Est. Cost $123.65 Unrealized -2.5%
PFE PFIZER INC COM 0.0%
Value ($000) $201 Shares 6,938 Est. Cost $29.31 Unrealized -9.0%
F FORD MTR CO COM 0.0%
Value ($000) $189 Shares 17,911 Est. Cost $6.71 Unrealized +55.5%
CFFN CAPITOL FED FINL INC COM 0.0%
Value ($000) $142 Shares 24,392 Est. Cost $5.37 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $125 Shares 21,322 Est. Cost $5.85 Unrealized
TALO TALOS ENERGY INC COM 0.0%
Value ($000) $118 Shares 11,374 Est. Cost $11.39 Unrealized 0.0%
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $85 Shares 17,770 Est. Cost $4.78 Unrealized
MESA AIR GROUP INC COM NEW 0.0%
Value ($000) $36 Shares 29,787 Est. Cost $1.21 Unrealized
XCEL BRANDS INC COM NEW 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $0.75 Unrealized