Aprio Wealth Management, LLC Diversified Active

CIK: 0001803519 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $364,029 (100.0% shares, 0.0% debt)

Holdings (181)

DUHP DIMENSIONAL ETF TRUST 13.3%
Value ($000) $48,528 Shares 1,889,002 Est. Cost $23.58 Unrealized
DIHP DIMENSIONAL ETF TRUST 8.2%
Value ($000) $29,962 Shares 1,292,011 Est. Cost $22.12 Unrealized
EMXC ISHARES INC 7.6%
Value ($000) $27,531 Shares 552,493 Est. Cost $49.83 Unrealized
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $17,501 Shares 40,941 Est. Cost $345.52 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 4.6%
Value ($000) $16,822 Shares 335,230 Est. Cost $50.31 Unrealized
COWZ PACER FDS TR 4.5%
Value ($000) $16,380 Shares 331,385 Est. Cost $42.63 Unrealized
VHT VANGUARD WORLD FDS 3.8%
Value ($000) $14,000 Shares 59,550 Est. Cost $237.40 Unrealized
AGG ISHARES TR 3.5%
Value ($000) $12,714 Shares 135,193 Est. Cost $99.35 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $9,903 Shares 176,561 Est. Cost $56.77 Unrealized
AVUV AMERICAN CENTY ETF TR 2.2%
Value ($000) $8,138 Shares 104,402 Est. Cost $76.64 Unrealized
IGSB ISHARES TR 2.2%
Value ($000) $8,006 Shares 160,661 Est. Cost $50.51 Unrealized
IEFA ISHARES TR 2.2%
Value ($000) $7,970 Shares 123,861 Est. Cost $63.94 Unrealized
TOLZ PROSHARES TR 2.1%
Value ($000) $7,705 Shares 186,160 Est. Cost $43.94 Unrealized
AVRE AMERICAN CENTY ETF TR 2.0%
Value ($000) $7,299 Shares 194,283 Est. Cost $40.94 Unrealized
TLT ISHARES TR 1.8%
Value ($000) $6,561 Shares 73,976 Est. Cost $90.16 Unrealized
VOX VANGUARD WORLD FDS 1.5%
Value ($000) $5,290 Shares 50,290 Est. Cost $95.70 Unrealized
VOT VANGUARD INDEX FDS 1.4%
Value ($000) $4,984 Shares 25,589 Est. Cost $194.77 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $4,324 Shares 80,731 Est. Cost $54.81 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,155 Shares 13,158 Est. Cost $241.89 Unrealized +34.2%
SDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $4,105 Shares 145,423 Est. Cost $27.49 Unrealized
DGRO ISHARES TR 1.1%
Value ($000) $4,019 Shares 81,146 Est. Cost $50.89 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,859 Shares 22,538 Est. Cost $117.19 Unrealized +54.7%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $3,034 Shares 8,469 Est. Cost $326.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,983 Shares 76,084 Est. Cost $44.26 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $2,953 Shares 16,708 Est. Cost $173.41 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.8%
Value ($000) $2,822 Shares 107,716 Est. Cost $24.01 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $2,528 Shares 16,652 Est. Cost $138.64 Unrealized
DBND DOUBLELINE ETF TRUST 0.7%
Value ($000) $2,462 Shares 55,809 Est. Cost $44.12 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,173 Shares 30,708 Est. Cost $70.16 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,986 Shares 4,625 Est. Cost $344.34 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $1,768 Shares 58,643 Est. Cost $30.41 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,676 Shares 5,547 Est. Cost $250.73 Unrealized +20.8%
HDEF DBX ETF TR 0.4%
Value ($000) $1,574 Shares 69,660 Est. Cost $22.26 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,504 Shares 26,869 Est. Cost $40.03 Unrealized +39.2%
RY ROYAL BK CDA 0.4%
Value ($000) $1,464 Shares 16,738 Est. Cost $95.85 Unrealized -3.0%
PIMCO ENERGY & TACTICAL CR O 0.4%
Value ($000) $1,428 Shares 72,025 Est. Cost $19.83 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,428 Shares 30,668 Est. Cost $40.93 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,404 Shares 5,278 Est. Cost $195.72 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,365 Shares 41,157 Est. Cost $34.52 Unrealized -11.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,276 Shares 21,475 Est. Cost $59.72 Unrealized
SUSA ISHARES TR 0.3%
Value ($000) $1,272 Shares 14,142 Est. Cost $80.96 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,152 Shares 12,610 Est. Cost $96.42 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $1,126 Shares 19,002 Est. Cost $60.92 Unrealized
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,104 Shares 38,501 Est. Cost $28.68 Unrealized
SPYV SPDR SER TR 0.3%
Value ($000) $1,066 Shares 25,827 Est. Cost $43.20 Unrealized
EAGG ISHARES TR 0.3%
Value ($000) $1,048 Shares 23,134 Est. Cost $46.23 Unrealized
SUSC ISHARES TR 0.3%
Value ($000) $1,027 Shares 47,177 Est. Cost $22.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $909 Shares 2,595 Est. Cost $241.19 Unrealized +47.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $907 Shares 6,928 Est. Cost $112.64 Unrealized +14.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $905 Shares 6,239 Est. Cost $125.23 Unrealized +13.6%
EFV ISHARES TR 0.2%
Value ($000) $881 Shares 17,997 Est. Cost $48.93 Unrealized
V VISA INC 0.2%
Value ($000) $874 Shares 3,798 Est. Cost $213.44 Unrealized +10.6%
AVGO BROADCOM INC 0.2%
Value ($000) $839 Shares 1,010 Est. Cost $64.71 Unrealized +29.8%
USFR WISDOMTREE TR 0.2%
Value ($000) $817 Shares 16,236 Est. Cost $50.27 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $807 Shares 6,345 Est. Cost $121.08 Unrealized +10.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $799 Shares 2,017 Est. Cost $315.54 Unrealized +25.6%
DVY ISHARES TR 0.2%
Value ($000) $787 Shares 7,316 Est. Cost $111.64 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $780 Shares 2,865 Est. Cost $278.80 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $758 Shares 14,356 Est. Cost $52.91 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $756 Shares 10,930 Est. Cost $68.77 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $745 Shares 8,630 Est. Cost $89.65 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $739 Shares 6,285 Est. Cost $88.46 Unrealized +14.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $717 Shares 1,827 Est. Cost $360.98 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $684 Shares 9,996 Est. Cost $57.82 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $684 Shares 4,686 Est. Cost $130.11 Unrealized +10.8%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $676 Shares 9,290 Est. Cost $74.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $670 Shares 4,728 Est. Cost $127.04 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $669 Shares 2,729 Est. Cost $207.04 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $666 Shares 31,916 Est. Cost $19.07 Unrealized
AVUS AMERICAN CENTY ETF TR 0.2%
Value ($000) $659 Shares 8,990 Est. Cost $62.63 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $621 Shares 1,156 Est. Cost $333.61 Unrealized +51.9%
EEMV ISHARES INC 0.2%
Value ($000) $593 Shares 11,124 Est. Cost $53.35 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $588 Shares 5,943 Est. Cost $99.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $584 Shares 13,351 Est. Cost $41.65 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $573 Shares 16,388 Est. Cost $36.26 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $555 Shares 4,213 Est. Cost $105.32 Unrealized +22.5%
ADBE ADOBE INC 0.1%
Value ($000) $529 Shares 1,037 Est. Cost $524.63 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $525 Shares 19,175 Est. Cost $30.30 Unrealized -8.2%
ABBV ABBVIE INC 0.1%
Value ($000) $516 Shares 3,460 Est. Cost $135.33 Unrealized 0.0%
BGRN ISHARES TR 0.1%
Value ($000) $507 Shares 11,243 Est. Cost $45.95 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $507 Shares 2,027 Est. Cost $186.28 Unrealized +37.9%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $507 Shares 19,938 Est. Cost $33.14 Unrealized -18.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $502 Shares 9,332 Est. Cost $45.18 Unrealized +11.3%
META META PLATFORMS INC 0.1%
Value ($000) $497 Shares 1,655 Est. Cost $202.61 Unrealized +47.7%
IJH ISHARES TR 0.1%
Value ($000) $491 Shares 1,969 Est. Cost $222.33 Unrealized
SUSB ISHARES TR 0.1%
Value ($000) $488 Shares 20,515 Est. Cost $24.04 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $478 Shares 3,529 Est. Cost $152.31 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $466 Shares 9,237 Est. Cost $57.53 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $458 Shares 5,266 Est. Cost $93.22 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $451 Shares 1,037 Est. Cost $36.03 Unrealized +24.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $439 Shares 9,905 Est. Cost $39.50 Unrealized +5.1%
USIG ISHARES TR 0.1%
Value ($000) $424 Shares 8,830 Est. Cost $50.09 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $419 Shares 9,612 Est. Cost $44.98 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $394 Shares 1,855 Est. Cost $207.22 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $391 Shares 2,308 Est. Cost $138.40 Unrealized +20.8%
MRK MERCK & CO INC 0.1%
Value ($000) $385 Shares 3,736 Est. Cost $99.11 Unrealized +0.7%
WMT WALMART INC 0.1%
Value ($000) $379 Shares 2,368 Est. Cost $49.86 Unrealized +3.9%
NFLX NETFLIX INC 0.1%
Value ($000) $372 Shares 984 Est. Cost $39.17 Unrealized +8.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $366 Shares 726 Est. Cost $471.02 Unrealized -0.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $364 Shares 1,383 Est. Cost $254.31 Unrealized +6.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $364 Shares 1,086 Est. Cost $292.36 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $362 Shares 3,616 Est. Cost $98.86 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $361 Shares 4,456 Est. Cost $97.46 Unrealized -14.4%
TLH ISHARES TR 0.1%
Value ($000) $337 Shares 3,425 Est. Cost $110.77 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $334 Shares 7,649 Est. Cost $43.71 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $334 Shares 3,555 Est. Cost $91.82 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $332 Shares 2,132 Est. Cost $156.26 Unrealized -1.9%
XSOE WISDOMTREE TR 0.1%
Value ($000) $331 Shares 12,426 Est. Cost $29.11 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $331 Shares 4,417 Est. Cost $70.68 Unrealized 0.0%
NULG NUSHARES ETF TR 0.1%
Value ($000) $327 Shares 5,452 Est. Cost $55.92 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $326 Shares 5,850 Est. Cost $54.05 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $323 Shares 3,552 Est. Cost $90.94 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $318 Shares 4,230 Est. Cost $77.87 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $316 Shares 1,028 Est. Cost $269.90 Unrealized +12.8%
IJS ISHARES TR 0.1%
Value ($000) $304 Shares 3,408 Est. Cost $89.22 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $287 Shares 13,043 Est. Cost $22.77 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $287 Shares 3,473 Est. Cost $80.62 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $287 Shares 1,385 Est. Cost $210.13 Unrealized 0.0%
SHE SPDR SER TR 0.1%
Value ($000) $285 Shares 3,357 Est. Cost $79.94 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $284 Shares 1,417 Est. Cost $162.65 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $271 Shares 3,750 Est. Cost $62.96 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $264 Shares 3,784 Est. Cost $64.57 Unrealized 0.0%
HYZD WISDOMTREE TR 0.1%
Value ($000) $264 Shares 12,500 Est. Cost $21.82 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $263 Shares 1,384 Est. Cost $184.60 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $263 Shares 3,221 Est. Cost $74.46 Unrealized +7.8%
LOW LOWES COS INC 0.1%
Value ($000) $259 Shares 1,244 Est. Cost $198.47 Unrealized +8.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $258 Shares 945 Est. Cost $227.30 Unrealized +23.2%
PHM PULTE GROUP INC 0.1%
Value ($000) $257 Shares 3,476 Est. Cost $68.72 Unrealized +13.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $257 Shares 1,522 Est. Cost $143.45 Unrealized +1.6%
INTC INTEL CORP 0.1%
Value ($000) $255 Shares 7,173 Est. Cost $31.24 Unrealized +9.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $254 Shares 8,882 Est. Cost $43.38 Unrealized -37.4%
QUAL ISHARES TR 0.1%
Value ($000) $253 Shares 1,917 Est. Cost $131.79 Unrealized
DE DEERE & CO 0.1%
Value ($000) $252 Shares 668 Est. Cost $328.32 Unrealized +21.2%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $252 Shares 7,905 Est. Cost $57.46 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $250 Shares 1,117 Est. Cost $272.44 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $246 Shares 1,249 Est. Cost $155.60 Unrealized +39.5%
EFA ISHARES TR 0.1%
Value ($000) $245 Shares 3,560 Est. Cost $70.84 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $243 Shares 3,760 Est. Cost $63.78 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $238 Shares 521 Est. Cost $401.15 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $237 Shares 1,167 Est. Cost $213.47 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $236 Shares 401 Est. Cost $688.79 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $233 Shares 2,411 Est. Cost $100.45 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $232 Shares 2,168 Est. Cost $97.43 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $231 Shares 408 Est. Cost $532.21 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $229 Shares 15,216 Est. Cost $12.95 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $225 Shares 5,494 Est. Cost $37.64 Unrealized +8.1%
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value ($000) $224 Shares 8,441 Est. Cost $26.49 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $224 Shares 1,600 Est. Cost $139.70 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $223 Shares 1,010 Est. Cost $178.27 Unrealized +18.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $221 Shares 1,848 Est. Cost $107.88 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $221 Shares 810 Est. Cost $261.47 Unrealized 0.0%
UBS UBS GROUP AG 0.1%
Value ($000) $219 Shares 8,874 Est. Cost $23.36 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $219 Shares 881 Est. Cost $220.19 Unrealized 0.0%
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $218 Shares 2,129 Est. Cost $102.50 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $218 Shares 3,429 Est. Cost $63.64 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $215 Shares 1,999 Est. Cost $92.76 Unrealized +26.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $213 Shares 1,341 Est. Cost $158.88 Unrealized 0.0%
DLHC DLH HLDGS CORP 0.1%
Value ($000) $212 Shares 18,192 Est. Cost $4.19 Unrealized +158.9%
ICLN ISHARES TR 0.1%
Value ($000) $207 Shares 14,134 Est. Cost $19.56 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $205 Shares 1,848 Est. Cost $110.06 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $205 Shares 1,110 Est. Cost $173.86 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $204 Shares 1,079 Est. Cost $189.49 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $201 Shares 1,988 Est. Cost $100.79 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $200 Shares 707 Est. Cost $265.26 Unrealized +3.6%
BP BP PLC 0.1%
Value ($000) $200 Shares 5,171 Est. Cost $38.72 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $174 Shares 21,672 Est. Cost $8.05 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $174 Shares 23,143 Est. Cost $7.52 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $144 Shares 14,591 Est. Cost $8.47 Unrealized +10.3%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $143 Shares 15,113 Est. Cost $9.48 Unrealized
VALE VALE S A 0.0%
Value ($000) $143 Shares 10,664 Est. Cost $13.40 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $111 Shares 10,059 Est. Cost $10.22 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $109 Shares 12,850 Est. Cost $8.49 Unrealized
BARCLAYS PLC 0.0%
Value ($000) $104 Shares 13,376 Est. Cost $7.79 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $104 Shares 21,316 Est. Cost $4.86 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $70 Shares 12,080 Est. Cost $5.83 Unrealized
PERIMETER SOLUTIONS SA 0.0%
Value ($000) $70 Shares 15,352 Est. Cost $5.60 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $69 Shares 11,132 Est. Cost $6.17 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $68 Shares 14,351 Est. Cost $4.73 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $52 Shares 12,808 Est. Cost $4.07 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $50 Shares 14,449 Est. Cost $3.43 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $24 Shares 15,000 Est. Cost $6.73 Unrealized -69.1%