waypoint wealth counsel Diversified Active

Location: Atlanta, GA

CIK: 0001807909 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $193M (100.0% shares, 0.0% debt)

Holdings (229)

VOO VANGUARD INDEX FDS 10.9%
Value $21.09M Shares 35,295 Est. Cost $392.91 Unrealized
GLD SPDR GOLD TR 5.1%
Value $9.848M Shares 22,888 Est. Cost $181.63 Unrealized
KO COCA COLA CO 4.8%
Value $9.303M Shares 122,322 Est. Cost $69.17 Unrealized +8.1%
SPY STATE STR SPDR S&P 500 ETF T 4.6%
Value $8.932M Shares 13,735 Est. Cost $444.55 Unrealized
IVV ISHARES TR 4.6%
Value $8.907M Shares 13,635 Est. Cost $393.52 Unrealized
IAU ISHARES GOLD TR 3.4%
Value $6.594M Shares 74,796 Est. Cost $35.25 Unrealized
VYM VANGUARD WHITEHALL FDS 3.3%
Value $6.332M Shares 42,757 Est. Cost $112.07 Unrealized
AAPL APPLE INC 3.0%
Value $5.85M Shares 23,050 Est. Cost $159.94 Unrealized +64.3%
MSFT MICROSOFT CORP 2.9%
Value $5.516M Shares 14,902 Est. Cost $270.35 Unrealized +60.8%
VB VANGUARD INDEX FDS 2.0%
Value $3.962M Shares 15,126 Est. Cost $188.69 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value $3.737M Shares 21,426 Est. Cost $112.88 Unrealized +65.3%
AMZN AMAZON COM INC 1.3%
Value $2.421M Shares 11,624 Est. Cost $139.66 Unrealized +62.4%
GOOGL ALPHABET INC 1.0%
Value $1.989M Shares 6,916 Est. Cost $132.65 Unrealized +143.7%
VO VANGUARD INDEX FDS 0.9%
Value $1.739M Shares 6,056 Est. Cost $209.79 Unrealized
IEF ISHARES TR 0.9%
Value $1.689M Shares 17,694 Est. Cost $94.61 Unrealized
SCHB SCHWAB STRATEGIC TR 0.9%
Value $1.681M Shares 66,985 Est. Cost $30.04 Unrealized
AVGO BROADCOM INC 0.9%
Value $1.658M Shares 5,358 Est. Cost $182.91 Unrealized +82.7%
QQQ INVESCO QQQ TR 0.8%
Value $1.505M Shares 2,608 Est. Cost $298.48 Unrealized
DVY ISHARES TR 0.7%
Value $1.446M Shares 9,550 Est. Cost $120.86 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value $1.374M Shares 5,621 Est. Cost $157.67 Unrealized +44.5%
WMT WALMART INC 0.7%
Value $1.341M Shares 10,787 Est. Cost $84.31 Unrealized +44.7%
FIX COMFORT SYS USA INC 0.7%
Value $1.265M Shares 917 Est. Cost $548.44 Unrealized +118.1%
GOOG ALPHABET INC 0.6%
Value $1.198M Shares 4,178 Est. Cost $115.87 Unrealized +179.3%
MRK MERCK & CO INC 0.6%
Value $1.19M Shares 9,896 Est. Cost $83.87 Unrealized +36.3%
XOM EXXON MOBIL CORP 0.6%
Value $1.187M Shares 6,995 Est. Cost $99.16 Unrealized +39.9%
EIX EDISON INTL 0.6%
Value $1.136M Shares 15,526 Est. Cost $54.35 Unrealized +18.9%
VIOO VANGUARD ADMIRAL FDS INC 0.6%
Value $1.124M Shares 9,785 Est. Cost $134.92 Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value $1.095M Shares 3,242 Est. Cost $134.15 Unrealized +188.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.081M Shares 2,256 Est. Cost $378.67 Unrealized +30.3%
IJH ISHARES TR 0.6%
Value $1.065M Shares 15,771 Est. Cost $93.06 Unrealized
PCG PG&E CORP 0.5%
Value $1.035M Shares 58,933 Est. Cost $14.88 Unrealized +10.1%
FTI TECHNIPFMC PLC 0.5%
Value $1.003M Shares 14,511 Est. Cost $32.81 Unrealized +71.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $947K Shares 15,620 Est. Cost $47.53 Unrealized +20.8%
CB CHUBB LTD SWITZ 0.5%
Value $944K Shares 2,895 Est. Cost $286.53 Unrealized +10.4%
CSCO CISCO SYS INC 0.5%
Value $937K Shares 12,076 Est. Cost $43.73 Unrealized +78.2%
DFAX DIMENSIONAL ETF TRUST 0.5%
Value $921K Shares 27,120 Est. Cost $24.68 Unrealized
FDX FEDEX CORP 0.5%
Value $901K Shares 2,530 Est. Cost $227.30 Unrealized +49.1%
INTC INTEL CORP 0.4%
Value $852K Shares 19,302 Est. Cost $22.48 Unrealized +106.5%
REGN REGENERON PHARMACEUTICALS 0.4%
Value $838K Shares 1,085 Est. Cost $575.48 Unrealized +33.7%
HD HOME DEPOT INC 0.4%
Value $805K Shares 2,449 Est. Cost $312.60 Unrealized +20.6%
GEV GE VERNOVA INC 0.4%
Value $786K Shares 901 Est. Cost $453.37 Unrealized +62.5%
DFUS DIMENSIONAL ETF TRUST 0.4%
Value $737K Shares 10,394 Est. Cost $51.91 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $731K Shares 2,486 Est. Cost $136.39 Unrealized +128.3%
SCHD SCHWAB STRATEGIC TR 0.4%
Value $717K Shares 23,369 Est. Cost $42.72 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.4%
Value $716K Shares 15,000 Est. Cost $18.77 Unrealized
CNC CENTENE CORP DEL 0.4%
Value $711K Shares 21,725 Est. Cost $40.50 Unrealized +7.0%
WDC WESTERN DIGITAL CORP 0.4%
Value $709K Shares 2,621 Est. Cost $91.02 Unrealized +176.0%
IWF ISHARES TR 0.4%
Value $705K Shares 1,655 Est. Cost $241.03 Unrealized
TSLA TESLA INC 0.4%
Value $690K Shares 1,857 Est. Cost $267.18 Unrealized +59.4%
META META PLATFORMS INC 0.4%
Value $690K Shares 1,205 Est. Cost $433.97 Unrealized +51.1%
GM GENERAL MTRS CO 0.4%
Value $678K Shares 9,105 Est. Cost $49.27 Unrealized +66.9%
EGP EASTGROUP PPTYS INC 0.3%
Value $665K Shares 3,591 Est. Cost $148.86 Unrealized
PEP PEPSICO INC 0.3%
Value $663K Shares 4,268 Est. Cost $137.09 Unrealized +12.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value $642K Shares 1,062 Est. Cost $476.18 Unrealized +26.2%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $634K Shares 3,047 Est. Cost $176.12 Unrealized +27.7%
PSX PHILLIPS 66 0.3%
Value $630K Shares 3,456 Est. Cost $127.35 Unrealized +15.5%
JBHT HUNT J B TRANS SVCS INC 0.3%
Value $623K Shares 2,940 Est. Cost $142.86 Unrealized +49.8%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $621K Shares 3,235 Est. Cost $161.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $613K Shares 12,407 Est. Cost $45.37 Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value $610K Shares 2,641 Est. Cost $180.60 Unrealized +40.3%
SNDK SANDISK CORP 0.3%
Value $605K Shares 952 Est. Cost $200.29 Unrealized +157.9%
DAL DELTA AIR LINES INC 0.3%
Value $605K Shares 9,097 Est. Cost $46.76 Unrealized +49.4%
INCY INCYTE CORP 0.3%
Value $597K Shares 6,345 Est. Cost $65.97 Unrealized +56.3%
ANET ARISTA NETWORKS INC 0.3%
Value $594K Shares 4,835 Est. Cost $100.21 Unrealized +34.8%
ABNB AIRBNB INC 0.3%
Value $588K Shares 4,653 Est. Cost $129.37 Unrealized +0.0%
TPR TAPESTRY INC 0.3%
Value $578K Shares 4,096 Est. Cost $79.24 Unrealized +76.1%
GE GE AEROSPACE 0.3%
Value $564K Shares 1,986 Est. Cost $221.91 Unrealized +43.4%
IWV ISHARES TR 0.3%
Value $554K Shares 1,495 Est. Cost $278.08 Unrealized
CAT CATERPILLAR INC 0.3%
Value $553K Shares 781 Est. Cost $250.81 Unrealized +172.9%
DVN DEVON ENERGY CORP NEW 0.3%
Value $535K Shares 10,623 Est. Cost $32.15 Unrealized +25.2%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $517K Shares 3,536 Est. Cost $137.50 Unrealized +12.1%
NOBL PROSHARES TR 0.3%
Value $517K Shares 4,877 Est. Cost $93.03 Unrealized
FCX FREEPORT MCMORAN INC 0.3%
Value $516K Shares 8,771 Est. Cost $43.31 Unrealized +41.1%
NFLX NETFLIX INC. 0.3%
Value $515K Shares 5,357 Est. Cost $103.62 Unrealized -19.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value $514K Shares 122 Est. Cost $4909.69 Unrealized -2.6%
CIEN CIENA CORP 0.3%
Value $508K Shares 1,308 Est. Cost $194.00 Unrealized +39.6%
SPGI S&P GLOBAL INC 0.3%
Value $502K Shares 1,180 Est. Cost $485.25 Unrealized 0.0%
DHR DANAHER CORP DEL 0.3%
Value $501K Shares 2,645 Est. Cost $202.55 Unrealized +10.9%
VUG VANGUARD INDEX FDS 0.3%
Value $501K Shares 1,146 Est. Cost $263.53 Unrealized
MKTX MARKETAXESS HLDGS INC 0.3%
Value $487K Shares 2,954 Est. Cost $169.97 Unrealized +1.7%
BBJP J P MORGAN EXCHANGE TRADED F 0.2%
Value $474K Shares 6,881 Est. Cost $59.28 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value $474K Shares 19,152 Est. Cost $25.64 Unrealized
IWM ISHARES TR 0.2%
Value $474K Shares 1,911 Est. Cost $188.18 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.2%
Value $469K Shares 5,597 Est. Cost $56.93 Unrealized +26.9%
NEM NEWMONT CORP 0.2%
Value $457K Shares 4,221 Est. Cost $60.14 Unrealized +96.4%
ILMN ILLUMINA INC 0.2%
Value $454K Shares 3,684 Est. Cost $86.48 Unrealized +56.6%
MLI MUELLER INDS INC 0.2%
Value $444K Shares 4,008 Est. Cost $95.22 Unrealized +30.6%
BWA BORGWARNER INC 0.2%
Value $443K Shares 8,173 Est. Cost $39.71 Unrealized +31.8%
ADBE ADOBE INC 0.2%
Value $443K Shares 1,823 Est. Cost $326.38 Unrealized -11.2%
EME EMCOR GROUP INC 0.2%
Value $443K Shares 600 Est. Cost $470.42 Unrealized +54.5%
NTRA NATERA INC 0.2%
Value $441K Shares 2,205 Est. Cost $166.29 Unrealized +35.8%
C CITIGROUP INC 0.2%
Value $439K Shares 3,871 Est. Cost $79.03 Unrealized +47.0%
PLD PROLOGIS INC. 0.2%
Value $434K Shares 3,285 Est. Cost $107.28 Unrealized +20.3%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value $430K Shares 1,131 Est. Cost $282.09 Unrealized +45.5%
CVX CHEVRON CORPORATION 0.2%
Value $428K Shares 2,071 Est. Cost $152.74 Unrealized +12.5%
APH AMPHENOL CORP 0.2%
Value $428K Shares 3,386 Est. Cost $85.87 Unrealized +70.5%
LLY ELI LILLY & CO 0.2%
Value $427K Shares 464 Est. Cost $625.41 Unrealized +67.4%
NOW SERVICENOW INC 0.2%
Value $422K Shares 4,033 Est. Cost $168.42 Unrealized -28.0%
TGT TARGET CORP 0.2%
Value $414K Shares 3,415 Est. Cost $91.63 Unrealized +19.2%
MEDP MEDPACE HLDGS INC 0.2%
Value $405K Shares 844 Est. Cost $453.24 Unrealized +19.7%
JHG JANUS HENDERSON GROUP PLC 0.2%
Value $395K Shares 7,685 Est. Cost $43.26 Unrealized +12.1%
TJX TJX COS INC NEW 0.2%
Value $393K Shares 2,462 Est. Cost $135.06 Unrealized +14.2%
ARMK ARAMARK 0.2%
Value $387K Shares 9,557 Est. Cost $37.92 Unrealized +3.0%
ROST ROSS STORES INC 0.2%
Value $381K Shares 1,759 Est. Cost $143.67 Unrealized +33.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value $378K Shares 2,869 Est. Cost $136.23 Unrealized -1.4%
DG DOLLAR GEN CORP 0.2%
Value $374K Shares 3,150 Est. Cost $111.51 Unrealized +32.4%
IXUS ISHARES TR 0.2%
Value $374K Shares 4,314 Est. Cost $57.88 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value $374K Shares 841 Est. Cost $481.65 Unrealized +3.9%
CMI CUMMINS INC 0.2%
Value $371K Shares 690 Est. Cost $385.42 Unrealized +49.3%
VOE VANGUARD INDEX FDS 0.2%
Value $370K Shares 2,005 Est. Cost $135.25 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $365K Shares 7,480 Est. Cost $38.15 Unrealized +40.7%
TER TERADYNE INC 0.2%
Value $362K Shares 1,220 Est. Cost $172.51 Unrealized +54.1%
CFG CITIZENS FINL GROUP INC 0.2%
Value $359K Shares 5,979 Est. Cost $40.90 Unrealized +54.3%
MTZ MASTEC INC 0.2%
Value $350K Shares 1,088 Est. Cost $183.12 Unrealized +36.6%
ABBV ABBVIE INC 0.2%
Value $348K Shares 1,601 Est. Cost $142.14 Unrealized +56.6%
HAL HALLIBURTON CO 0.2%
Value $346K Shares 8,883 Est. Cost $22.22 Unrealized +51.0%
HAS HASBRO INC 0.2%
Value $345K Shares 3,690 Est. Cost $76.90 Unrealized +20.5%
TOL TOLL BROTHERS INC 0.2%
Value $344K Shares 2,518 Est. Cost $108.86 Unrealized +37.7%
QCOM QUALCOMM INC 0.2%
Value $341K Shares 2,648 Est. Cost $126.03 Unrealized +22.1%
GD GENERAL DYNAMICS CORP 0.2%
Value $340K Shares 991 Est. Cost $316.03 Unrealized +12.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value $339K Shares 6,002 Est. Cost $58.03 Unrealized +1.2%
IVW ISHARES TR 0.2%
Value $339K Shares 2,995 Est. Cost $61.46 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.2%
Value $337K Shares 4,198 Est. Cost $80.05 Unrealized +10.0%
VTR VENTAS INC 0.2%
Value $333K Shares 4,069 Est. Cost $67.66 Unrealized +14.3%
NTNX NUTANIX INC 0.2%
Value $332K Shares 8,736 Est. Cost $60.82 Unrealized -28.2%
RBLX ROBLOX CORP 0.2%
Value $332K Shares 5,864 Est. Cost $74.60 Unrealized -3.8%
VRT VERTIV HOLDINGS CO 0.2%
Value $329K Shares 1,314 Est. Cost $139.86 Unrealized +42.9%
WAB WABTEC 0.2%
Value $329K Shares 1,315 Est. Cost $197.47 Unrealized +21.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $328K Shares 1,161 Est. Cost $166.65 Unrealized +37.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $326K Shares 1,205 Est. Cost $422.88 Unrealized -27.0%
GBDC GOLUB CAP BDC INC 0.2%
Value $326K Shares 25,725 Est. Cost $13.12 Unrealized 0.0%
VRSN VERISIGN INC 0.2%
Value $324K Shares 1,306 Est. Cost $257.99 Unrealized -8.7%
PB PROSPERITY BANCSHARES INC 0.2%
Value $323K Shares 4,815 Est. Cost $67.54 Unrealized +6.8%
ESTC ELASTIC N V 0.2%
Value $323K Shares 6,454 Est. Cost $82.84 Unrealized -19.2%
TXT TEXTRON INC 0.2%
Value $321K Shares 3,667 Est. Cost $82.12 Unrealized +14.5%
V VISA INC 0.2%
Value $321K Shares 1,060 Est. Cost $302.90 Unrealized +8.7%
SNOW SNOWFLAKE INC 0.2%
Value $317K Shares 2,099 Est. Cost $179.62 Unrealized +8.3%
TTC TORO CO 0.2%
Value $314K Shares 3,362 Est. Cost $76.67 Unrealized +21.4%
ACN ACCENTURE PLC IRELAND 0.2%
Value $307K Shares 1,550 Est. Cost $254.06 Unrealized -0.3%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $306K Shares 307 Est. Cost $616.20 Unrealized +56.4%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value $302K Shares 2,845 Est. Cost $95.36 Unrealized +3.9%
TSN TYSON FOODS INC 0.2%
Value $302K Shares 4,715 Est. Cost $54.59 Unrealized +14.1%
MTCH MATCH GROUP INC NEW 0.2%
Value $302K Shares 9,833 Est. Cost $34.54 Unrealized -9.1%
BBCA J P MORGAN EXCHANGE TRADED F 0.2%
Value $300K Shares 3,191 Est. Cost $72.29 Unrealized
DOV DOVER CORP 0.2%
Value $300K Shares 1,439 Est. Cost $178.62 Unrealized +20.2%
PYPL PAYPAL HLDGS INC 0.2%
Value $297K Shares 6,557 Est. Cost $50.08 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.2%
Value $294K Shares 2,938 Est. Cost $94.53 Unrealized +15.9%
VLO VALERO ENERGY CORP 0.2%
Value $293K Shares 1,186 Est. Cost $147.81 Unrealized +28.6%
IQV IQVIA HLDGS INC 0.2%
Value $292K Shares 1,710 Est. Cost $161.18 Unrealized +30.4%
IGSB ISHARES TR 0.1%
Value $288K Shares 5,485 Est. Cost $52.76 Unrealized
BPOP POPULAR INC 0.1%
Value $286K Shares 2,128 Est. Cost $118.24 Unrealized +14.4%
WMB WILLIAMS COS INC 0.1%
Value $284K Shares 3,903 Est. Cost $57.82 Unrealized +14.8%
DOW DOW HLDGS INC 0.1%
Value $283K Shares 6,784 Est. Cost $29.05 Unrealized 0.0%
VEEV VEEVA SYS INC 0.1%
Value $281K Shares 1,598 Est. Cost $203.93 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value $279K Shares 3,419 Est. Cost $82.94 Unrealized -3.6%
AMAT APPLIED MATLS INC 0.1%
Value $278K Shares 812 Est. Cost $128.03 Unrealized +155.1%
EXEL EXELIXIS INC 0.1%
Value $277K Shares 6,448 Est. Cost $41.37 Unrealized +5.8%
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $276K Shares 2,110 Est. Cost $92.37 Unrealized +36.5%
CCK CROWN HLDGS INC 0.1%
Value $273K Shares 2,724 Est. Cost $99.95 Unrealized +8.1%
KMX CARMAX INC 0.1%
Value $273K Shares 6,567 Est. Cost $39.99 Unrealized +12.2%
TEAM ATLASSIAN CORPORATION 0.1%
Value $272K Shares 3,988 Est. Cost $156.92 Unrealized -27.8%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $272K Shares 668 Est. Cost $227.88 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value $271K Shares 1,566 Est. Cost $173.03 Unrealized
AA ALCOA CORP 0.1%
Value $270K Shares 4,065 Est. Cost $40.88 Unrealized +49.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $269K Shares 1,567 Est. Cost $143.30 Unrealized +21.9%
ULTA ULTA BEAUTY INC 0.1%
Value $267K Shares 511 Est. Cost $413.52 Unrealized +62.0%
UPS UNITED PARCEL SVCS INC 0.1%
Value $267K Shares 2,709 Est. Cost $121.53 Unrealized -9.6%
GPC GENUINE PARTS CO 0.1%
Value $266K Shares 2,517 Est. Cost $153.47 Unrealized -13.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value $263K Shares 903 Est. Cost $263.09 Unrealized +9.7%
IYF ISHARES TR 0.1%
Value $263K Shares 2,231 Est. Cost $95.66 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value $261K Shares 2,291 Est. Cost $114.16 Unrealized +18.0%
DKNG DRAFTKINGS INC NEW 0.1%
Value $260K Shares 12,035 Est. Cost $38.86 Unrealized -25.5%
ORI OLD REP INTL CORP 0.1%
Value $258K Shares 6,464 Est. Cost $36.19 Unrealized +14.9%
LVS LAS VEGAS SANDS CORP 0.1%
Value $257K Shares 4,764 Est. Cost $55.99 Unrealized +4.3%
PNFP PINNACLE FINL PARTNERS INC 0.1%
Value $253K Shares 2,940 Est. Cost $97.40 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $253K Shares 7,904 Est. Cost $36.17 Unrealized +7.2%
THC TENET HEALTHCARE CORP 0.1%
Value $253K Shares 1,340 Est. Cost $179.02 Unrealized +15.2%
MHK MOHAWK INDS INC 0.1%
Value $252K Shares 2,557 Est. Cost $123.48 Unrealized 0.0%
GL GLOBE LIFE INC 0.1%
Value $243K Shares 1,743 Est. Cost $122.05 Unrealized +16.1%
CW CURTISS WRIGHT CORP 0.1%
Value $240K Shares 353 Est. Cost $557.64 Unrealized +16.7%
RL RALPH LAUREN CORP 0.1%
Value $240K Shares 697 Est. Cost $340.01 Unrealized +6.8%
GLW CORNING INC 0.1%
Value $238K Shares 1,748 Est. Cost $65.36 Unrealized +70.9%
ADT ADT INC DEL 0.1%
Value $237K Shares 36,116 Est. Cost $8.37 Unrealized -4.2%
COP CONOCOPHILLIPS 0.1%
Value $236K Shares 1,785 Est. Cost $102.65 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value $234K Shares 1,879 Est. Cost $104.58 Unrealized
IT GARTNER INC 0.1%
Value $233K Shares 1,473 Est. Cost $262.84 Unrealized -24.7%
LRCX LAM RESEARCH CORP 0.1%
Value $232K Shares 1,084 Est. Cost $155.36 Unrealized +45.4%
OMC OMNICOM GROUP INC 0.1%
Value $229K Shares 3,045 Est. Cost $75.76 Unrealized +1.0%
FIVE FIVE BELOW INC 0.1%
Value $228K Shares 1,000 Est. Cost $201.61 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value $228K Shares 2,428 Est. Cost $94.55 Unrealized +5.9%
JAAA JANUS DETROIT STR TR 0.1%
Value $226K Shares 4,487 Est. Cost $49.81 Unrealized
GAP GAP INC 0.1%
Value $225K Shares 9,315 Est. Cost $24.07 Unrealized +14.1%
SF STIFEL FINL CORP 0.1%
Value $225K Shares 3,039 Est. Cost $116.34 Unrealized +7.8%
INVH INVITATION HOMES INC 0.1%
Value $225K Shares 9,035 Est. Cost $27.64 Unrealized +0.3%
RGA REINSURANCE GROUP AMER INC 0.1%
Value $224K Shares 1,098 Est. Cost $194.28 Unrealized +6.9%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value $222K Shares 5,060 Est. Cost $42.42 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $221K Shares 1,339 Est. Cost $147.11 Unrealized +19.6%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $221K Shares 372 Est. Cost $465.69 Unrealized +3.2%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value $219K Shares 1,911 Est. Cost $95.71 Unrealized 0.0%
AXS AXIS CAP HLDGS LTD 0.1%
Value $219K Shares 2,159 Est. Cost $99.34 Unrealized +3.8%
MA MASTERCARD INCORPORATED 0.1%
Value $219K Shares 438 Est. Cost $502.08 Unrealized +7.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $219K Shares 1,260 Est. Cost $186.43 Unrealized -2.7%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value $218K Shares 717 Est. Cost $272.20 Unrealized +12.1%
SPYG SPDR SERIES TRUST 0.1%
Value $213K Shares 2,177 Est. Cost $95.32 Unrealized
CSX CSX CORP 0.1%
Value $213K Shares 5,189 Est. Cost $35.70 Unrealized +7.9%
LITE LUMENTUM HLDGS INC 0.1%
Value $213K Shares 303 Est. Cost $467.14 Unrealized 0.0%
IVZ INVESCO LTD 0.1%
Value $213K Shares 8,759 Est. Cost $20.73 Unrealized +32.4%
BBAX J P MORGAN EXCHANGE TRADED F 0.1%
Value $212K Shares 3,571 Est. Cost $54.03 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $212K Shares 1,163 Est. Cost $218.93 Unrealized +2.0%
NNN NNN REIT INC 0.1%
Value $211K Shares 5,022 Est. Cost $42.57 Unrealized
SON SONOCO PRODS CO 0.1%
Value $210K Shares 3,885 Est. Cost $41.17 Unrealized +22.2%
ASH ASHLAND INC 0.1%
Value $208K Shares 3,744 Est. Cost $52.60 Unrealized +18.6%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value $206K Shares 1,551 Est. Cost $179.70 Unrealized -13.3%
PFE PFIZER INC 0.1%
Value $206K Shares 7,343 Est. Cost $24.14 Unrealized +8.4%
VXUS VANGUARD STAR FDS 0.1%
Value $206K Shares 2,670 Est. Cost $77.10 Unrealized
FNF FIDELITY NATL FINL INC 0.1%
Value $201K Shares 4,344 Est. Cost $55.03 Unrealized -0.9%
OWL BLUE OWL CAPITAL INC 0.1%
Value $169K Shares 18,468 Est. Cost $13.73 Unrealized 0.0%
S SENTINELONE INC 0.1%
Value $165K Shares 12,801 Est. Cost $13.96 Unrealized 0.0%
LYFT LYFT INC 0.1%
Value $146K Shares 10,941 Est. Cost $14.01 Unrealized +19.7%
F FORD MTR CO 0.1%
Value $130K Shares 11,271 Est. Cost $9.71 Unrealized +41.5%
AGL AGILON HEALTH INC 0.0%
Value $89,304 Shares 11,290 Est. Cost $7.91 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $63,367 Shares 13,686 Est. Cost $5.06 Unrealized
SWIM LATHAM GROUP INC 0.0%
Value $53,770 Shares 10,013 Est. Cost $6.99 Unrealized -5.8%
PTON PELOTON INTERACTIVE INC 0.0%
Value $52,755 Shares 12,297 Est. Cost $5.43 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value $42,117 Shares 11,999 Est. Cost $1.03 Unrealized +337.9%
BLOCK INC 0.0%
Value $24,464 Shares 26,000 Est. Cost $0.76 Unrealized
ALIT ALIGHT INC 0.0%
Value $17,604 Shares 30,211 Est. Cost $1.46 Unrealized 0.0%
GIFT GIFTIFY INC 0.0%
Value $10,725 Shares 10,725 Est. Cost $2.51 Unrealized -58.3%
NFE NEW FORTRESS ENERGY INC 0.0%
Value $6,660 Shares 11,288 Est. Cost $1.30 Unrealized 0.0%