Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value ($000): $433,553 (100.0% shares, 0.0% debt)

Holdings (537)

VOO VANGUARD INDEX FDS 34.2%
Value ($000) $148,457 Shares 394,759 Est. Cost $359.44 Unrealized
IEFA ISHARES TR 14.2%
Value ($000) $61,725 Shares 923,329 Est. Cost $65.48 Unrealized
VBR VANGUARD INDEX FDS 7.7%
Value ($000) $33,439 Shares 210,625 Est. Cost $138.46 Unrealized
VB VANGUARD INDEX FDS 4.8%
Value ($000) $20,656 Shares 108,966 Est. Cost $161.16 Unrealized
QUAL ISHARES TR 3.9%
Value ($000) $17,042 Shares 137,362 Est. Cost $100.71 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,932 Shares 30,983 Est. Cost $151.67 Unrealized +64.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $8,846 Shares 19 Est. Cost $325723.70 Unrealized +43.3%
VXUS VANGUARD STAR FDS 1.7%
Value ($000) $7,288 Shares 132,013 Est. Cost $48.79 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,656 Shares 28,236 Est. Cost $101.56 Unrealized +43.3%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $4,413 Shares 109,225 Est. Cost $43.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,240 Shares 13,732 Est. Cost $208.26 Unrealized +48.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,972 Shares 19,986 Est. Cost $109.13 Unrealized +22.1%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,664 Shares 34,566 Est. Cost $62.43 Unrealized +13.2%
AMZN AMAZON COM INC 0.6%
Value ($000) $2,570 Shares 24,882 Est. Cost $117.10 Unrealized -17.5%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,500 Shares 6,107 Est. Cost $386.95 Unrealized
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $2,333 Shares 25,009 Est. Cost $65.68 Unrealized +54.3%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,333 Shares 15,049 Est. Cost $121.26 Unrealized +22.0%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $2,310 Shares 4,008 Est. Cost $298.40 Unrealized +87.2%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,280 Shares 13,975 Est. Cost $90.10 Unrealized +64.8%
ABBV ABBVIE INC 0.5%
Value ($000) $2,201 Shares 13,810 Est. Cost $76.80 Unrealized +79.8%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,170 Shares 16,656 Est. Cost $107.47 Unrealized +19.3%
GOOG ALPHABET INC 0.5%
Value ($000) $2,151 Shares 20,680 Est. Cost $108.49 Unrealized -11.7%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,069 Shares 8,296 Est. Cost $191.57 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $2,022 Shares 8,082 Est. Cost $221.40 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,863 Shares 10,218 Est. Cost $112.77 Unrealized +40.7%
ABT ABBOTT LABS 0.4%
Value ($000) $1,786 Shares 17,638 Est. Cost $81.40 Unrealized +22.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,750 Shares 15,962 Est. Cost $57.40 Unrealized +74.5%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,676 Shares 22,299 Est. Cost $63.74 Unrealized +9.2%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,592 Shares 7,800 Est. Cost $173.59 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,523 Shares 29,141 Est. Cost $42.22 Unrealized +6.2%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,519 Shares 5,320 Est. Cost $194.67 Unrealized +32.4%
MRK MERCK & CO INC 0.3%
Value ($000) $1,498 Shares 14,079 Est. Cost $69.44 Unrealized +42.1%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $1,488 Shares 3,859 Est. Cost $253.34 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,474 Shares 5,153 Est. Cost $190.24 Unrealized +34.3%
CRM SALESFORCE INC 0.3%
Value ($000) $1,463 Shares 7,324 Est. Cost $158.47 Unrealized +5.3%
MCK MCKESSON CORP 0.3%
Value ($000) $1,453 Shares 4,080 Est. Cost $138.29 Unrealized +157.5%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,452 Shares 10,513 Est. Cost $112.44 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,440 Shares 8,732 Est. Cost $110.13 Unrealized +45.3%
KO COCA COLA CO 0.3%
Value ($000) $1,440 Shares 23,211 Est. Cost $44.53 Unrealized +24.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,224 Shares 5,028 Est. Cost $146.31 Unrealized +48.8%
UNP UNION PAC CORP 0.3%
Value ($000) $1,208 Shares 6,004 Est. Cost $159.18 Unrealized +19.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,088 Shares 3,686 Est. Cost $225.59 Unrealized +26.2%
IJR ISHARES TR 0.3%
Value ($000) $1,087 Shares 11,244 Est. Cost $83.50 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $1,084 Shares 12,690 Est. Cost $42.80 Unrealized +68.1%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,074 Shares 5,091 Est. Cost $175.12 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,035 Shares 5,539 Est. Cost $148.60 Unrealized
ADC AGREE RLTY CORP 0.2%
Value ($000) $1,018 Shares 14,834 Est. Cost $66.22 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $999 Shares 79,321 Est. Cost $7.57 Unrealized +34.8%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $977 Shares 4,783 Est. Cost $184.76 Unrealized +2.6%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $934 Shares 9,897 Est. Cost $62.25 Unrealized +29.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $931 Shares 3,329 Est. Cost $174.32 Unrealized +43.7%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $931 Shares 20,606 Est. Cost $47.48 Unrealized
MMM 3M CO 0.2%
Value ($000) $865 Shares 8,225 Est. Cost $112.17 Unrealized -24.3%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $859 Shares 5,482 Est. Cost $151.74 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $794 Shares 3,151 Est. Cost $126.30 Unrealized +77.4%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $787 Shares 7,201 Est. Cost $102.75 Unrealized
RBLX ROBLOX CORP 0.2%
Value ($000) $736 Shares 16,364 Est. Cost $55.82 Unrealized -31.5%
ETN EATON CORP PLC 0.2%
Value ($000) $719 Shares 4,193 Est. Cost $97.52 Unrealized +64.2%
IWN ISHARES TR 0.2%
Value ($000) $717 Shares 5,230 Est. Cost $123.39 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $713 Shares 17,480 Est. Cost $30.22 Unrealized +20.9%
TSLA TESLA INC 0.2%
Value ($000) $712 Shares 3,430 Est. Cost $222.19 Unrealized -21.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $691 Shares 2,003 Est. Cost $423.60 Unrealized -18.9%
AVGO BROADCOM INC 0.2%
Value ($000) $658 Shares 1,025 Est. Cost $40.91 Unrealized +40.8%
IWM ISHARES TR 0.2%
Value ($000) $657 Shares 3,681 Est. Cost $164.44 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $638 Shares 7,319 Est. Cost $65.93 Unrealized +25.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $622 Shares 2,876 Est. Cost $191.33 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $618 Shares 5,407 Est. Cost $41.50 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $610 Shares 8,728 Est. Cost $57.16 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $583 Shares 3,006 Est. Cost $106.11 Unrealized +49.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $580 Shares 14,908 Est. Cost $42.11 Unrealized -22.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $551 Shares 1,918 Est. Cost $213.00 Unrealized +26.8%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $541 Shares 12,183 Est. Cost $47.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $539 Shares 1,141 Est. Cost $286.07 Unrealized +59.8%
IJS ISHARES TR 0.1%
Value ($000) $539 Shares 5,757 Est. Cost $90.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $523 Shares 5,378 Est. Cost $75.65 Unrealized +14.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $522 Shares 3,870 Est. Cost $51.81 Unrealized +126.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $520 Shares 10,261 Est. Cost $49.77 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $517 Shares 4,719 Est. Cost $91.99 Unrealized +9.9%
SGOV ISHARES TR 0.1%
Value ($000) $502 Shares 4,996 Est. Cost $100.08 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $490 Shares 4,720 Est. Cost $106.12 Unrealized -10.3%
DOV DOVER CORP 0.1%
Value ($000) $467 Shares 3,075 Est. Cost $131.17 Unrealized +8.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $466 Shares 3,260 Est. Cost $59.46 Unrealized +111.9%
CB CHUBB LIMITED 0.1%
Value ($000) $451 Shares 2,320 Est. Cost $153.33 Unrealized +32.2%
WMT WALMART INC 0.1%
Value ($000) $444 Shares 3,010 Est. Cost $39.50 Unrealized +15.9%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $442 Shares 13,216 Est. Cost $31.63 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $409 Shares 5,076 Est. Cost $87.54 Unrealized -14.9%
EFA ISHARES TR 0.1%
Value ($000) $406 Shares 5,671 Est. Cost $67.71 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $401 Shares 4,005 Est. Cost $149.96 Unrealized -34.3%
EFV ISHARES TR 0.1%
Value ($000) $395 Shares 8,132 Est. Cost $35.67 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $389 Shares 2,085 Est. Cost $127.51 Unrealized +32.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $381 Shares 5,470 Est. Cost $51.21 Unrealized +19.3%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $375 Shares 2,036 Est. Cost $91.74 Unrealized +91.7%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $370 Shares 5,636 Est. Cost $71.33 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $367 Shares 3,684 Est. Cost $110.15 Unrealized
WPP WPP PLC NEW 0.1%
Value ($000) $366 Shares 6,153 Est. Cost $62.52 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $363 Shares 7,561 Est. Cost $47.19 Unrealized
DAN DANA INC 0.1%
Value ($000) $361 Shares 24,000 Est. Cost $14.55 Unrealized +3.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $355 Shares 1,210 Est. Cost $168.82 Unrealized +60.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $346 Shares 6,834 Est. Cost $29.14 Unrealized +73.5%
CME CME GROUP INC 0.1%
Value ($000) $340 Shares 1,775 Est. Cost $163.21 Unrealized -0.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $340 Shares 2,590 Est. Cost $104.91 Unrealized +15.1%
V VISA INC 0.1%
Value ($000) $326 Shares 1,446 Est. Cost $181.54 Unrealized +20.0%
T AT&T INC 0.1%
Value ($000) $324 Shares 16,826 Est. Cost $17.54 Unrealized -6.7%
USB US BANCORP DEL 0.1%
Value ($000) $320 Shares 8,863 Est. Cost $43.83 Unrealized -11.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $316 Shares 3,229 Est. Cost $69.58 Unrealized +32.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $308 Shares 8,136 Est. Cost $39.41 Unrealized -12.1%
IVV ISHARES TR 0.1%
Value ($000) $296 Shares 721 Est. Cost $337.53 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $294 Shares 26,272 Est. Cost $11.09 Unrealized +9.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $292 Shares 1,807 Est. Cost $124.50 Unrealized +36.4%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $285 Shares 1,156 Est. Cost $171.77 Unrealized +40.1%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $280 Shares 3,650 Est. Cost $81.92 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $278 Shares 6,234 Est. Cost $31.45 Unrealized +15.4%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $278 Shares 3,406 Est. Cost $76.44 Unrealized +6.6%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $278 Shares 1,789 Est. Cost $125.40 Unrealized +7.7%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $269 Shares 1,371 Est. Cost $213.76 Unrealized -10.1%
AON AON PLC 0.1%
Value ($000) $269 Shares 853 Est. Cost $178.56 Unrealized +69.8%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $262 Shares 3,354 Est. Cost $67.17 Unrealized +3.3%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $261 Shares 1,312 Est. Cost $149.55 Unrealized +42.9%
FISV FISERV INC 0.1%
Value ($000) $252 Shares 2,227 Est. Cost $101.63 Unrealized +8.2%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $252 Shares 3,123 Est. Cost $128.41 Unrealized -41.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $251 Shares 2,409 Est. Cost $93.64 Unrealized +7.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $251 Shares 3,028 Est. Cost $84.62 Unrealized -7.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $248 Shares 3,168 Est. Cost $52.48 Unrealized +44.1%
BA BOEING CO 0.1%
Value ($000) $238 Shares 1,121 Est. Cost $296.75 Unrealized -30.0%
BBY BEST BUY INC 0.1%
Value ($000) $235 Shares 3,003 Est. Cost $69.90 Unrealized +2.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $229 Shares 714 Est. Cost $227.64 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $219 Shares 634 Est. Cost $32.76 Unrealized +1.0%
IWF ISHARES TR 0.0%
Value ($000) $207 Shares 849 Est. Cost $179.47 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $207 Shares 12,664 Est. Cost $12.79 Unrealized +17.9%
IYR ISHARES TR 0.0%
Value ($000) $194 Shares 2,286 Est. Cost $93.20 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $192 Shares 636 Est. Cost $169.71 Unrealized +53.6%
PIONEER NAT RES CO 0.0%
Value ($000) $186 Shares 912 Est. Cost $162.06 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $181 Shares 750 Est. Cost $188.78 Unrealized +18.7%
META META PLATFORMS INC 0.0%
Value ($000) $181 Shares 854 Est. Cost $200.24 Unrealized -15.5%
IYW ISHARES TR 0.0%
Value ($000) $180 Shares 1,944 Est. Cost $121.78 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $179 Shares 379 Est. Cost $325.54 Unrealized +33.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $177 Shares 1,597 Est. Cost $90.03 Unrealized +31.2%
SDY SPDR SER TR 0.0%
Value ($000) $175 Shares 1,417 Est. Cost $105.47 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $169 Shares 2,217 Est. Cost $84.03 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $167 Shares 5,278 Est. Cost $24.66 Unrealized +40.5%
IWO ISHARES TR 0.0%
Value ($000) $162 Shares 714 Est. Cost $169.77 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $160 Shares 349 Est. Cost $252.75 Unrealized +80.1%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $152 Shares 922 Est. Cost $175.91 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $142 Shares 1,530 Est. Cost $54.21 Unrealized +56.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $134 Shares 1,267 Est. Cost $96.51 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $129 Shares 968 Est. Cost $112.51 Unrealized +7.6%
STE STERIS PLC 0.0%
Value ($000) $129 Shares 675 Est. Cost $218.04 Unrealized -13.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $129 Shares 464 Est. Cost $17.92 Unrealized +20.7%
NUE NUCOR CORP 0.0%
Value ($000) $127 Shares 822 Est. Cost $99.37 Unrealized +53.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $125 Shares 733 Est. Cost $123.07 Unrealized +36.8%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $122 Shares 910 Est. Cost $124.69 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $116 Shares 1,660 Est. Cost $49.57 Unrealized +22.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $115 Shares 1,387 Est. Cost $92.53 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $114 Shares 230 Est. Cost $272.37 Unrealized +73.0%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $112 Shares 2,519 Est. Cost $44.86 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $111 Shares 221 Est. Cost $262.69 Unrealized +82.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $110 Shares 1,138 Est. Cost $73.89 Unrealized +19.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $109 Shares 1,140 Est. Cost $55.67 Unrealized +18.4%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $108 Shares 600 Est. Cost $113.35 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $106 Shares 1,390 Est. Cost $75.28 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $104 Shares 2,106 Est. Cost $37.89 Unrealized +20.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $103 Shares 1,490 Est. Cost $47.55 Unrealized +29.4%
OGE OGE ENERGY CORP 0.0%
Value ($000) $103 Shares 2,738 Est. Cost $43.20 Unrealized -12.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $102 Shares 535 Est. Cost $85.88 Unrealized +115.1%
BX BLACKSTONE INC 0.0%
Value ($000) $101 Shares 1,150 Est. Cost $89.92 Unrealized -9.8%
BP BP PLC 0.0%
Value ($000) $101 Shares 2,654 Est. Cost $33.65 Unrealized
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $98 Shares 1,001 Est. Cost $84.22 Unrealized +13.3%
IVW ISHARES TR 0.0%
Value ($000) $98 Shares 1,528 Est. Cost $65.26 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $97 Shares 900 Est. Cost $63.57 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $95 Shares 3,337 Est. Cost $30.68 Unrealized -0.3%
USRT ISHARES TR 0.0%
Value ($000) $93 Shares 1,850 Est. Cost $43.24 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $90 Shares 272 Est. Cost $291.34 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $89 Shares 903 Est. Cost $119.16 Unrealized -31.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $86 Shares 1,878 Est. Cost $34.10 Unrealized +26.4%
IWY ISHARES TR 0.0%
Value ($000) $86 Shares 618 Est. Cost $97.47 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $85 Shares 2,132 Est. Cost $36.74 Unrealized -2.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $83 Shares 523 Est. Cost $124.55 Unrealized +9.4%
HRB BLOCK H & R INC 0.0%
Value ($000) $81 Shares 2,303 Est. Cost $38.26 Unrealized -11.4%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $80 Shares 1,518 Est. Cost $58.63 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $78 Shares 984 Est. Cost $37.17 Unrealized +100.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $77 Shares 2,970 Est. Cost $28.19 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $74 Shares 170 Est. Cost $440.56 Unrealized -0.2%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $73 Shares 350 Est. Cost $236.60 Unrealized -16.9%
TGT TARGET CORP 0.0%
Value ($000) $73 Shares 439 Est. Cost $118.00 Unrealized +26.0%
AFL AFLAC INC 0.0%
Value ($000) $71 Shares 1,100 Est. Cost $45.85 Unrealized +40.2%
PPL PPL CORP 0.0%
Value ($000) $69 Shares 2,498 Est. Cost $25.91 Unrealized -1.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $69 Shares 820 Est. Cost $62.15 Unrealized +27.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $69 Shares 200 Est. Cost $145.74 Unrealized +126.4%
SMARTSHEET INC 0.0%
Value ($000) $68 Shares 1,432 Est. Cost $47.80 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $68 Shares 660 Est. Cost $133.50 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $68 Shares 917 Est. Cost $85.00 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $67 Shares 225 Est. Cost $232.34 Unrealized +26.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $66 Shares 258 Est. Cost $310.94 Unrealized -20.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $65 Shares 180 Est. Cost $321.45 Unrealized +11.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $64 Shares 866 Est. Cost $57.74 Unrealized +30.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $63 Shares 660 Est. Cost $77.11 Unrealized +10.0%
STT STATE STR CORP 0.0%
Value ($000) $61 Shares 800 Est. Cost $75.12 Unrealized +1.4%
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $59 Shares 1,223 Est. Cost $45.79 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $57 Shares 250 Est. Cost $123.01 Unrealized +87.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 Shares 772 Est. Cost $61.53 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $28.16 Unrealized +0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $56 Shares 77 Est. Cost $587.24 Unrealized +12.8%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $55 Shares 3,500 Est. Cost $7.60 Unrealized +107.4%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $55 Shares 375 Est. Cost $136.00 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $55 Shares 1,574 Est. Cost $34.43 Unrealized -9.9%
DOW DOW INC 0.0%
Value ($000) $54 Shares 990 Est. Cost $38.52 Unrealized +22.8%
CSX CSX CORP 0.0%
Value ($000) $54 Shares 1,800 Est. Cost $27.89 Unrealized +5.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $54 Shares 3,564 Est. Cost $17.86 Unrealized -20.3%
KRP KIMBELL RTY PARTNERS LP 0.0%
Value ($000) $53 Shares 3,508 Est. Cost $10.14 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $53 Shares 300 Est. Cost $174.18 Unrealized -5.7%
ESGU ISHARES TR 0.0%
Value ($000) $53 Shares 588 Est. Cost $90.29 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $53 Shares 1,088 Est. Cost $57.91 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $53 Shares 1,265 Est. Cost $30.90 Unrealized +21.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $53 Shares 944 Est. Cost $61.30 Unrealized -17.5%
HPQ HP INC 0.0%
Value ($000) $51 Shares 1,750 Est. Cost $25.35 Unrealized +1.5%
INTU INTUIT 0.0%
Value ($000) $51 Shares 115 Est. Cost $379.53 Unrealized +6.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $51 Shares 1,033 Est. Cost $31.68 Unrealized +55.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $50 Shares 941 Est. Cost $53.47 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $50 Shares 300 Est. Cost $132.50 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $49 Shares 783 Est. Cost $61.95 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $48 Shares 158 Est. Cost $219.35 Unrealized +34.5%
INTC INTEL CORP 0.0%
Value ($000) $48 Shares 1,473 Est. Cost $41.19 Unrealized -33.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $46 Shares 205 Est. Cost $147.16 Unrealized +43.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $45 Shares 356 Est. Cost $116.42 Unrealized -0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $45 Shares 198 Est. Cost $168.53 Unrealized +29.2%
WESTROCK CO 0.0%
Value ($000) $45 Shares 1,479 Est. Cost $39.03 Unrealized
JBL JABIL INC 0.0%
Value ($000) $45 Shares 510 Est. Cost $45.63 Unrealized +75.2%
MRNA MODERNA INC 0.0%
Value ($000) $44 Shares 288 Est. Cost $76.00 Unrealized +117.1%
XSD SPDR SER TR 0.0%
Value ($000) $44 Shares 212 Est. Cost $169.81 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 1,269 Est. Cost $33.55 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $44 Shares 363 Est. Cost $76.86 Unrealized +41.6%
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $43 Shares 931 Est. Cost $48.34 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $43 Shares 800 Est. Cost $62.50 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $43 Shares 602 Est. Cost $21.62 Unrealized +32.6%
MARATHON OIL CORP 0.0%
Value ($000) $43 Shares 1,776 Est. Cost $10.52 Unrealized
ACM AECOM 0.0%
Value ($000) $42 Shares 500 Est. Cost $39.85 Unrealized +110.2%
JPRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $41 Shares 981 Est. Cost $48.93 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 1,300 Est. Cost $27.64 Unrealized +14.7%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $41 Shares 780 Est. Cost $55.58 Unrealized -4.8%
CMS CMS ENERGY CORP 0.0%
Value ($000) $41 Shares 663 Est. Cost $52.28 Unrealized +7.3%
EIX EDISON INTL 0.0%
Value ($000) $40 Shares 570 Est. Cost $53.69 Unrealized +10.3%
ESGD ISHARES TR 0.0%
Value ($000) $39 Shares 545 Est. Cost $75.21 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $39 Shares 1,330 Est. Cost $27.83 Unrealized +13.0%
COHR COHERENT CORP 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $47.89 Unrealized -15.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $38 Shares 2,074 Est. Cost $19.10 Unrealized -0.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $38 Shares 198 Est. Cost $145.36 Unrealized +21.5%
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $18.27 Unrealized +5.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $37 Shares 1,135 Est. Cost $49.50 Unrealized -35.7%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $37 Shares 587 Est. Cost $62.89 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $37 Shares 352 Est. Cost $72.41 Unrealized +39.4%
O REALTY INCOME CORP 0.0%
Value ($000) $37 Shares 580 Est. Cost $53.80 Unrealized +2.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $35 Shares 91 Est. Cost $294.23 Unrealized +20.8%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 248 Est. Cost $125.00 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $34 Shares 136 Est. Cost $227.94 Unrealized
KELLOGG CO 0.0%
Value ($000) $33 Shares 500 Est. Cost $53.59 Unrealized +6.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $33 Shares 429 Est. Cost $190.82 Unrealized -59.7%
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $30.96 Unrealized +14.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $32 Shares 852 Est. Cost $33.85 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $32 Shares 500 Est. Cost $54.00 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $14.32 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $32 Shares 201 Est. Cost $121.06 Unrealized +13.2%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $32 Shares 800 Est. Cost $38.75 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $31 Shares 821 Est. Cost $26.02 Unrealized +24.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $31 Shares 450 Est. Cost $49.49 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $30 Shares 135 Est. Cost $205.32 Unrealized +2.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $30 Shares 1,896 Est. Cost $13.59 Unrealized +6.5%
RGEN REPLIGEN CORP 0.0%
Value ($000) $29 Shares 175 Est. Cost $181.94 Unrealized -1.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $29 Shares 147 Est. Cost $87.29 Unrealized -2.9%
EEM ISHARES TR 0.0%
Value ($000) $29 Shares 742 Est. Cost $44.83 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $29 Shares 1,340 Est. Cost $48.16 Unrealized -53.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 597 Est. Cost $43.55 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $27 Shares 163 Est. Cost $120.11 Unrealized +32.4%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 1,521 Est. Cost $16.44 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $27 Shares 176 Est. Cost $136.36 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $27 Shares 543 Est. Cost $56.81 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $26 Shares 316 Est. Cost $71.08 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $26 Shares 108 Est. Cost $202.58 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $25 Shares 99 Est. Cost $184.89 Unrealized +49.4%
NOW SERVICENOW INC 0.0%
Value ($000) $25 Shares 53 Est. Cost $71.80 Unrealized +21.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $24 Shares 60 Est. Cost $204.61 Unrealized +99.2%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $24 Shares 185 Est. Cost $62.29 Unrealized +59.5%
GLW CORNING INC 0.0%
Value ($000) $24 Shares 670 Est. Cost $25.97 Unrealized +23.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $23 Shares 189 Est. Cost $129.11 Unrealized -13.3%
L LOEWS CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.15 Unrealized +6.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 705 Est. Cost $31.88 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $23 Shares 156 Est. Cost $88.83 Unrealized +57.6%
RUN SUNRUN INC 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $62.08 Unrealized -62.4%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $22 Shares 258 Est. Cost $71.03 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $22 Shares 310 Est. Cost $101.61 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $22 Shares 324 Est. Cost $182.74 Unrealized -67.2%
MET METLIFE INC 0.0%
Value ($000) $22 Shares 375 Est. Cost $57.65 Unrealized +7.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $21 Shares 156 Est. Cost $181.10 Unrealized -36.1%
ETF MANAGERS TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $67.14 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $19 Shares 320 Est. Cost $24.92 Unrealized +137.2%
SPSM SPDR SER TR 0.0%
Value ($000) $19 Shares 500 Est. Cost $36.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $19 Shares 300 Est. Cost $54.89 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $18 Shares 100 Est. Cost $192.01 Unrealized -12.1%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $18 Shares 1,134 Est. Cost $25.57 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $18 Shares 300 Est. Cost $66.93 Unrealized -13.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $18 Shares 246 Est. Cost $65.17 Unrealized +21.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $17 Shares 94 Est. Cost $105.47 Unrealized +53.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $17 Shares 184 Est. Cost $86.21 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $17 Shares 190 Est. Cost $101.67 Unrealized
VMWARE INC 0.0%
Value ($000) $17 Shares 135 Est. Cost $117.70 Unrealized
BLACKROCK INC 0.0%
Value ($000) $17 Shares 25 Est. Cost $536.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 165 Est. Cost $90.91 Unrealized
FNB F N B CORP 0.0%
Value ($000) $16 Shares 1,385 Est. Cost $9.60 Unrealized +25.6%
BEEM BEAM GLOBAL 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $12.58 Unrealized +31.4%
CMA COMERICA INC 0.0%
Value ($000) $16 Shares 364 Est. Cost $50.64 Unrealized +8.3%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $16 Shares 1,718 Est. Cost $8.60 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $15 Shares 46 Est. Cost $177.66 Unrealized +80.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $15 Shares 113 Est. Cost $111.47 Unrealized +4.3%
XHE SPDR SER TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $112.50 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $66.93 Unrealized +36.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 115 Est. Cost $113.04 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $104.33 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $15 Shares 799 Est. Cost $11.76 Unrealized +3.3%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $68.70 Unrealized +30.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 399 Est. Cost $34.12 Unrealized +7.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $15 Shares 185 Est. Cost $47.25 Unrealized +67.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $15 Shares 142 Est. Cost $185.38 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $14 Shares 124 Est. Cost $189.19 Unrealized -36.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $14 Shares 110 Est. Cost $131.26 Unrealized -6.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $14 Shares 143 Est. Cost $77.49 Unrealized +28.4%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 96 Est. Cost $126.47 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $13 Shares 424 Est. Cost $42.45 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $13 Shares 356 Est. Cost $43.05 Unrealized -6.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 87 Est. Cost $160.92 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $13 Shares 134 Est. Cost $91.62 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 66 Est. Cost $219.05 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $13 Shares 250 Est. Cost $50.36 Unrealized -4.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 84 Est. Cost $138.18 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $13 Shares 63 Est. Cost $149.29 Unrealized +28.7%
MCHI ISHARES TR 0.0%
Value ($000) $12 Shares 250 Est. Cost $64.00 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $12 Shares 196 Est. Cost $50.83 Unrealized +18.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 308 Est. Cost $32.09 Unrealized +18.6%
IWS ISHARES TR 0.0%
Value ($000) $12 Shares 116 Est. Cost $112.07 Unrealized
MEXICO EQUITY & INCOME FD 0.0%
Value ($000) $12 Shares 1,213 Est. Cost $10.07 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $18.49 Unrealized +69.6%
CEVA CEVA INC 0.0%
Value ($000) $12 Shares 400 Est. Cost $59.48 Unrealized -47.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $12 Shares 54 Est. Cost $233.26 Unrealized -4.4%
EFG ISHARES TR 0.0%
Value ($000) $12 Shares 129 Est. Cost $100.78 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $12 Shares 200 Est. Cost $54.99 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $12 Shares 216 Est. Cost $40.33 Unrealized +27.2%
WOLFSPEED INC 0.0%
Value ($000) $12 Shares 178 Est. Cost $79.69 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $49.21 Unrealized +17.8%
RIO RIO TINTO PLC 0.0%
Value ($000) $11 Shares 165 Est. Cost $78.79 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 108 Est. Cost $72.14 Unrealized +34.5%
HGTY HAGERTY INC 0.0%
Value ($000) $11 Shares 1,275 Est. Cost $11.84 Unrealized -22.9%
KOREA FD INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $44.00 Unrealized
XJEQX ABRDN JAPAN EQUITY FUND INC 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.47 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,118 Est. Cost $12.78 Unrealized -24.1%
IBB ISHARES TR 0.0%
Value ($000) $11 Shares 83 Est. Cost $156.63 Unrealized
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.15 Unrealized +11.4%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $11 Shares 187 Est. Cost $34.46 Unrealized +60.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $10 Shares 394 Est. Cost $28.18 Unrealized +4.4%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $10 Shares 1,097 Est. Cost $13.47 Unrealized -22.9%
SCI SERVICE CORP INTL 0.0%
Value ($000) $10 Shares 149 Est. Cost $45.11 Unrealized +53.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $150.99 Unrealized 0.0%
SUPERIOR INDS INTL INC 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $3.50 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $10 Shares 155 Est. Cost $59.98 Unrealized
MITK MITEK SYS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $13.83 Unrealized -30.6%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 123 Est. Cost $53.61 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 133 Est. Cost $71.12 Unrealized -4.7%
ICSH ISHARES TR 0.0%
Value ($000) $9 Shares 188 Est. Cost $50.02 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $9 Shares 210 Est. Cost $52.38 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.52 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $9 Shares 818 Est. Cost $16.53 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $9 Shares 180 Est. Cost $41.05 Unrealized +19.1%
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $9 Shares 283 Est. Cost $27.83 Unrealized +8.3%
INARI MED INC 0.0%
Value ($000) $9 Shares 140 Est. Cost $71.43 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $9 Shares 76 Est. Cost $106.50 Unrealized -4.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $8 Shares 64 Est. Cost $87.70 Unrealized +38.8%
SPIB SPDR SER TR 0.0%
Value ($000) $8 Shares 259 Est. Cost $34.75 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 356 Est. Cost $27.06 Unrealized -14.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.68 Unrealized 0.0%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.21 Unrealized +3.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $8 Shares 10 Est. Cost $643.25 Unrealized +16.6%
ABBNY ABB LTD 0.0%
Value ($000) $8 Shares 238 Est. Cost $29.41 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $104.04 Unrealized +85.9%
PHYSICIANS RLTY TR 0.0%
Value ($000) $8 Shares 540 Est. Cost $18.52 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $8 Shares 220 Est. Cost $36.12 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $8 Shares 146 Est. Cost $120.35 Unrealized -49.8%
ALIT ALIGHT INC 0.0%
Value ($000) $8 Shares 845 Est. Cost $10.04 Unrealized -12.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $8 Shares 59 Est. Cost $131.30 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $8 Shares 45 Est. Cost $145.47 Unrealized +18.3%
ALV AUTOLIV INC 0.0%
Value ($000) $8 Shares 82 Est. Cost $71.21 Unrealized +15.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $187.49 Unrealized +72.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 102 Est. Cost $68.63 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $7 Shares 100 Est. Cost $43.18 Unrealized +76.6%
ESML ISHARES TR 0.0%
Value ($000) $7 Shares 218 Est. Cost $41.87 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $145.77 Unrealized +22.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.80 Unrealized +14.7%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $62.07 Unrealized +1.8%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $7 Shares 103 Est. Cost $84.69 Unrealized -31.2%
CNC CENTENE CORP DEL 0.0%
Value ($000) $7 Shares 106 Est. Cost $54.25 Unrealized +30.9%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 160 Est. Cost $31.25 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.52 Unrealized +66.1%
SNAP SNAP INC 0.0%
Value ($000) $6 Shares 560 Est. Cost $72.25 Unrealized -85.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 77 Est. Cost $80.66 Unrealized
DE DEERE & CO 0.0%
Value ($000) $6 Shares 15 Est. Cost $309.96 Unrealized +28.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 609 Est. Cost $23.59 Unrealized -56.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.56 Unrealized -16.6%
IWV ISHARES TR 0.0%
Value ($000) $6 Shares 26 Est. Cost $192.31 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $157.20 Unrealized -52.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $552.79 Unrealized -46.6%
LI LI AUTO INC 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.67 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $6 Shares 756 Est. Cost $10.58 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $77.83 Unrealized +6.2%
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.39 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $5 Shares 156 Est. Cost $32.47 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $41.86 Unrealized +30.6%
BRCC BRC INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $9.05 Unrealized -30.6%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $123.00 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $5 Shares 37 Est. Cost $311.72 Unrealized -63.3%
KR KROGER CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.48 Unrealized +11.5%
ETF SER SOLUTIONS 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.78 Unrealized -38.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.39 Unrealized +30.2%
CCJ CAMECO CORP 0.0%
Value ($000) $5 Shares 175 Est. Cost $25.34 Unrealized +3.7%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $4 Shares 277 Est. Cost $19.53 Unrealized -27.3%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $4 Shares 180 Est. Cost $22.22 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 104 Est. Cost $26.45 Unrealized +29.2%
URA GLOBAL X FDS 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.00 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $250.71 Unrealized +25.5%
CRNC CERENCE INC 0.0%
Value ($000) $4 Shares 139 Est. Cost $78.38 Unrealized -67.2%
EFAV ISHARES TR 0.0%
Value ($000) $4 Shares 56 Est. Cost $69.00 Unrealized
NIO NIO INC 0.0%
Value ($000) $4 Shares 355 Est. Cost $40.11 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $19.10 Unrealized -91.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $4 Shares 86 Est. Cost $34.23 Unrealized +16.8%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $3 Shares 160 Est. Cost $21.05 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $8.47 Unrealized +84.4%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $3 Shares 80 Est. Cost $43.29 Unrealized -32.5%
CGNX COGNEX CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.17 Unrealized +9.6%
BETZ LISTED FD TR 0.0%
Value ($000) $3 Shares 175 Est. Cost $28.57 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.51 Unrealized +3.2%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $3 Shares 115 Est. Cost $36.92 Unrealized -28.6%
TDC TERADATA CORP DEL 0.0%
Value ($000) $3 Shares 64 Est. Cost $27.81 Unrealized +33.6%
GILT GILAT SATELLITE NETWORKS LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.24 Unrealized -53.6%
IEV ISHARES TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $8.19 Unrealized +7.7%
WAB WABTEC 0.0%
Value ($000) $2 Shares 23 Est. Cost $80.78 Unrealized +24.4%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.21 Unrealized -21.3%
BYND BEYOND MEAT INC 0.0%
Value ($000) $2 Shares 135 Est. Cost $16.47 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $756.48 Unrealized -51.8%
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $35.97 Unrealized +104.1%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $184.45 Unrealized +15.0%
CANADIAN PAC RY LTD 0.0%
Value ($000) $2 Shares 27 Est. Cost $85.71 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.53 Unrealized +85.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 57 Est. Cost $43.65 Unrealized -17.3%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 71 Est. Cost $49.65 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.30 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.08 Unrealized +18.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.62 Unrealized +4.2%
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +56.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.74 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $367.69 Unrealized -90.3%
AI C3 AI INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $116.30 Unrealized -82.4%
XPEV XPENG INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $40.00 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $109.04 Unrealized -25.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $2 Shares 52 Est. Cost $28.38 Unrealized +0.7%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $266.89 Unrealized -45.1%
SITE CTRS CORP 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $85.62 Unrealized -53.9%
RENT THE RUNWAY INC 0.0%
Value ($000) $1 Shares 525 Est. Cost $7.62 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 350 Est. Cost $8.55 Unrealized -57.8%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.56 Unrealized +24.6%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.43 Unrealized +34.7%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.06 Unrealized -0.6%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $185.50 Unrealized -85.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 17 Est. Cost $98.68 Unrealized -27.0%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $185.28 Unrealized -38.4%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $28.87 Unrealized +12.7%
NIKOLA CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $10.00 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $1 Shares 84 Est. Cost $45.24 Unrealized -67.2%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $0.33 Unrealized -25.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -24.3%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 35 Est. Cost $50.00 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 130 Est. Cost $5.03 Unrealized +27.8%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.52 Unrealized -25.5%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.17 Unrealized
ARRIVAL 0.0%
Value ($000) $1 Shares 6,000 Est. Cost $8.33 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.80 Unrealized -26.4%
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +277.1%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.36 Unrealized +4.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized -14.5%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $103.23 Unrealized -68.8%
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.26 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $73.51 Unrealized -57.8%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.05 Unrealized -8.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.24 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 259 Est. Cost $30.81 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 10 Est. Cost $151.00 Unrealized -67.8%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
DNOW NOW INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.67 Unrealized +44.4%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.24 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.52 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $25.42 Unrealized -0.3%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $56.97 Unrealized -84.4%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $115.22 Unrealized -85.3%
AMCX AMC NETWORKS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $41.63 Unrealized -55.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.32 Unrealized -18.5%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +73.7%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 224 Est. Cost $14.03 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.84 Unrealized
ATHXQ ATHERSYS INC NEW 0.0%
Value ($000) $0 Shares 69 Est. Cost $4.36 Unrealized -67.3%
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $12.50 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.90 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.47 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.83 Unrealized 0.0%
HYLB DBX ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.11 Unrealized 0.0%
EBND SPDR SER TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FUVV ARCIMOTO INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.91 Unrealized -79.7%
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.48 Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
DSS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized