First Pacific Financial Diversified Active

CIK: 0001810089 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $719,837 (100.0% shares, 0.0% debt)

Holdings (532)

JCPB J P MORGAN EXCHANGE TRADED F 11.5%
Value ($000) $83,063 Shares 1,746,854 Est. Cost $47.06 Unrealized
FLXR TCW ETF TRUST 10.7%
Value ($000) $77,143 Shares 1,938,278 Est. Cost $39.46 Unrealized
DFAW DIMENSIONAL ETF TRUST 6.6%
Value ($000) $47,730 Shares 664,213 Est. Cost $60.65 Unrealized
VUG VANGUARD INDEX FDS 6.4%
Value ($000) $46,356 Shares 96,653 Est. Cost $288.18 Unrealized
MDYV SPDR SERIES TRUST 4.2%
Value ($000) $30,284 Shares 363,070 Est. Cost $48.20 Unrealized
EFA ISHARES TR 3.8%
Value ($000) $27,464 Shares 294,139 Est. Cost $89.39 Unrealized
FNDA SCHWAB STRATEGIC TR 3.8%
Value ($000) $27,217 Shares 873,448 Est. Cost $32.35 Unrealized
NUBD NUSHARES ETF TR 3.4%
Value ($000) $24,332 Shares 1,083,576 Est. Cost $22.59 Unrealized
GMF SPDR INDEX SHS FDS 3.3%
Value ($000) $24,023 Shares 172,803 Est. Cost $115.70 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 2.1%
Value ($000) $15,200 Shares 1,427,208 Est. Cost $10.03 Unrealized
CVMC MORGAN STANLEY ETF TRUST 2.0%
Value ($000) $14,531 Shares 228,862 Est. Cost $55.70 Unrealized
EMSF MATTHEWS INTL FDS 1.9%
Value ($000) $13,444 Shares 459,703 Est. Cost $25.95 Unrealized
OEF ISHARES TR 1.7%
Value ($000) $12,316 Shares 37,003 Est. Cost $157.22 Unrealized
NUSC NUSHARES ETF TR 1.6%
Value ($000) $11,268 Shares 255,519 Est. Cost $39.91 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $10,823 Shares 20,895 Est. Cost $275.98 Unrealized +84.3%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $8,607 Shares 27,285 Est. Cost $254.74 Unrealized +16.2%
ABBV ABBVIE INC 1.0%
Value ($000) $6,975 Shares 30,123 Est. Cost $186.77 Unrealized +8.1%
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $6,690 Shares 61,403 Est. Cost $87.97 Unrealized +15.2%
VCIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $6,292 Shares 74,805 Est. Cost $80.25 Unrealized
WELL WELLTOWER INC 0.8%
Value ($000) $5,928 Shares 33,277 Est. Cost $151.61 Unrealized +7.8%
DFIS DIMENSIONAL ETF TRUST 0.8%
Value ($000) $5,857 Shares 185,167 Est. Cost $25.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $5,698 Shares 20,193 Est. Cost $253.03 Unrealized +2.6%
TRV TRAVELERS COMPANIES INC 0.8%
Value ($000) $5,648 Shares 20,230 Est. Cost $261.84 Unrealized +1.6%
CSCO CISCO SYS INC 0.8%
Value ($000) $5,552 Shares 81,149 Est. Cost $61.55 Unrealized +9.5%
RTX RTX CORPORATION 0.7%
Value ($000) $4,931 Shares 29,470 Est. Cost $136.82 Unrealized +12.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $4,736 Shares 25,381 Est. Cost $112.38 Unrealized +55.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,542 Shares 29,561 Est. Cost $158.61 Unrealized -2.3%
AAPL APPLE INC 0.6%
Value ($000) $4,531 Shares 17,796 Est. Cost $160.04 Unrealized +41.0%
MDT MEDTRONIC PLC 0.6%
Value ($000) $4,459 Shares 46,817 Est. Cost $87.01 Unrealized +4.9%
EFG ISHARES TR 0.6%
Value ($000) $4,431 Shares 38,909 Est. Cost $86.25 Unrealized
NVS NOVARTIS AG 0.6%
Value ($000) $4,400 Shares 34,313 Est. Cost $122.75 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $4,351 Shares 23,464 Est. Cost $154.26 Unrealized +9.9%
NTRS NORTHERN TR CORP 0.6%
Value ($000) $4,342 Shares 32,261 Est. Cost $106.88 Unrealized +19.1%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $4,336 Shares 4,685 Est. Cost $410.91 Unrealized +132.8%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $4,210 Shares 12,046 Est. Cost $295.95 Unrealized +16.0%
MRK MERCK & CO INC 0.6%
Value ($000) $3,991 Shares 47,555 Est. Cost $76.82 Unrealized +5.5%
GOVT ISHARES TR 0.5%
Value ($000) $3,921 Shares 169,600 Est. Cost $25.05 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $3,795 Shares 33,733 Est. Cost $103.44 Unrealized +4.6%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,594 Shares 23,145 Est. Cost $140.44 Unrealized +8.4%
JPSE J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,561 Shares 71,496 Est. Cost $33.98 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.5%
Value ($000) $3,552 Shares 84,518 Est. Cost $36.21 Unrealized
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $3,446 Shares 33,221 Est. Cost $100.98 Unrealized +2.2%
FNDF SCHWAB STRATEGIC TR 0.5%
Value ($000) $3,358 Shares 78,159 Est. Cost $28.74 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $3,357 Shares 23,904 Est. Cost $133.09 Unrealized +5.5%
PFE PFIZER INC 0.4%
Value ($000) $3,206 Shares 125,835 Est. Cost $24.22 Unrealized -0.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $3,015 Shares 4,923 Est. Cost $370.14 Unrealized
IWS ISHARES TR 0.4%
Value ($000) $2,978 Shares 21,324 Est. Cost $94.00 Unrealized
PLD PROLOGIS INC. 0.4%
Value ($000) $2,717 Shares 23,725 Est. Cost $103.93 Unrealized +4.2%
TOTALENERGIES SE 0.3%
Value ($000) $2,428 Shares 40,673 Est. Cost $60.96 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,358 Shares 28,230 Est. Cost $94.69 Unrealized -6.9%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.3%
Value ($000) $2,285 Shares 27,415 Est. Cost $71.53 Unrealized +8.7%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $2,236 Shares 71,165 Est. Cost $33.87 Unrealized -2.1%
GOOG ALPHABET INC 0.3%
Value ($000) $1,919 Shares 7,879 Est. Cost $118.08 Unrealized +77.8%
SUSA ISHARES TR 0.3%
Value ($000) $1,907 Shares 14,057 Est. Cost $112.83 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,643 Shares 6,757 Est. Cost $162.17 Unrealized +29.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,624 Shares 2,039 Est. Cost $286.48 Unrealized +156.5%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,550 Shares 7,058 Est. Cost $183.52 Unrealized +23.3%
DMXF ISHARES TR 0.2%
Value ($000) $1,520 Shares 20,071 Est. Cost $68.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,508 Shares 2 Est. Cost $729330.75 Unrealized -0.3%
CRM SALESFORCE INC 0.2%
Value ($000) $1,480 Shares 6,244 Est. Cost $219.17 Unrealized +14.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,459 Shares 2,975 Est. Cost $167.22 Unrealized +172.0%
V VISA INC 0.2%
Value ($000) $1,439 Shares 4,216 Est. Cost $228.22 Unrealized +51.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,427 Shares 6,460 Est. Cost $136.58 Unrealized +63.8%
GRMN GARMIN LTD 0.2%
Value ($000) $1,400 Shares 5,687 Est. Cost $100.93 Unrealized +127.0%
NULG NUSHARES ETF TR 0.2%
Value ($000) $1,396 Shares 14,038 Est. Cost $81.76 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,373 Shares 3,390 Est. Cost $274.17 Unrealized +41.9%
ETN EATON CORP PLC 0.2%
Value ($000) $1,278 Shares 3,414 Est. Cost $109.35 Unrealized +232.2%
ECL ECOLAB INC 0.2%
Value ($000) $1,268 Shares 4,628 Est. Cost $191.55 Unrealized +41.1%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,242 Shares 16,695 Est. Cost $73.84 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,197 Shares 1,579 Est. Cost $244.79 Unrealized +200.3%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,196 Shares 40,356 Est. Cost $42.45 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,176 Shares 2,784 Est. Cost $208.04 Unrealized +83.0%
BX BLACKSTONE INC 0.2%
Value ($000) $1,159 Shares 6,784 Est. Cost $62.98 Unrealized +169.1%
BLK BLACKROCK INC 0.2%
Value ($000) $1,123 Shares 963 Est. Cost $991.05 Unrealized +11.9%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,116 Shares 4,542 Est. Cost $135.86 Unrealized +75.9%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,094 Shares 21,853 Est. Cost $50.30 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,078 Shares 6,663 Est. Cost $153.87 Unrealized +4.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,048 Shares 3,752 Est. Cost $173.61 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,041 Shares 32,629 Est. Cost $29.10 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,004 Shares 4,452 Est. Cost $146.05 Unrealized +47.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $986 Shares 1,962 Est. Cost $335.36 Unrealized +44.4%
ADBE ADOBE INC 0.1%
Value ($000) $959 Shares 2,719 Est. Cost $451.08 Unrealized -20.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $940 Shares 2,715 Est. Cost $252.72 Unrealized +39.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $937 Shares 2,854 Est. Cost $247.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $916 Shares 1,888 Est. Cost $486.90 Unrealized -4.5%
UNILEVER PLC 0.1%
Value ($000) $895 Shares 15,099 Est. Cost $56.24 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $872 Shares 7,619 Est. Cost $102.75 Unrealized +13.9%
NDAQ NASDAQ INC 0.1%
Value ($000) $861 Shares 9,738 Est. Cost $53.12 Unrealized +73.4%
ASML ASML HOLDING N V 0.1%
Value ($000) $860 Shares 888 Est. Cost $506.63 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $855 Shares 3,134 Est. Cost $246.15 Unrealized +16.0%
DE DEERE & CO 0.1%
Value ($000) $851 Shares 1,861 Est. Cost $433.80 Unrealized +12.9%
DSI ISHARES TR 0.1%
Value ($000) $849 Shares 6,738 Est. Cost $109.63 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $844 Shares 12,621 Est. Cost $80.42 Unrealized -14.1%
XYL XYLEM INC 0.1%
Value ($000) $834 Shares 5,652 Est. Cost $92.11 Unrealized +49.9%
BN BROOKFIELD CORP 0.1%
Value ($000) $828 Shares 12,075 Est. Cost $22.07 Unrealized +100.3%
JSTC TIDAL TRUST I 0.1%
Value ($000) $822 Shares 40,409 Est. Cost $17.52 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $792 Shares 3,213 Est. Cost $244.75 Unrealized +6.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $778 Shares 8,877 Est. Cost $83.64 Unrealized +11.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $778 Shares 1,560 Est. Cost $413.59 Unrealized +28.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $766 Shares 4,091 Est. Cost $221.76 Unrealized -17.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $751 Shares 1,779 Est. Cost $314.02 Unrealized +35.9%
UNP UNION PAC CORP 0.1%
Value ($000) $749 Shares 3,169 Est. Cost $197.21 Unrealized +13.2%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $747 Shares 8,888 Est. Cost $48.98 Unrealized +50.0%
CVLC MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $726 Shares 8,866 Est. Cost $70.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $706 Shares 2,707 Est. Cost $190.49 Unrealized +35.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $698 Shares 3,632 Est. Cost $198.74 Unrealized +2.9%
ETHO AMPLIFY ETF TR 0.1%
Value ($000) $696 Shares 10,934 Est. Cost $59.84 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $683 Shares 9,050 Est. Cost $65.85 Unrealized +9.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $662 Shares 1,861 Est. Cost $242.88 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $649 Shares 3,272 Est. Cost $208.35 Unrealized -4.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $646 Shares 1,354 Est. Cost $348.98 Unrealized +21.9%
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $631 Shares 18,890 Est. Cost $40.36 Unrealized -9.9%
LOW LOWES COS INC 0.1%
Value ($000) $629 Shares 2,502 Est. Cost $234.72 Unrealized +4.0%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $624 Shares 15,650 Est. Cost $43.83 Unrealized -13.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $621 Shares 11,191 Est. Cost $68.99 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $607 Shares 827 Est. Cost $570.22 Unrealized +30.3%
TGT TARGET CORP 0.1%
Value ($000) $606 Shares 6,759 Est. Cost $161.07 Unrealized -39.9%
HUBB HUBBELL INC 0.1%
Value ($000) $597 Shares 1,387 Est. Cost $439.15 Unrealized -2.5%
AWR AMER STATES WTR CO 0.1%
Value ($000) $578 Shares 7,880 Est. Cost $71.48 Unrealized +3.1%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $568 Shares 1,451 Est. Cost $402.99 Unrealized +3.7%
NKE NIKE INC 0.1%
Value ($000) $564 Shares 8,088 Est. Cost $100.54 Unrealized -26.6%
OC OWENS CORNING NEW 0.1%
Value ($000) $559 Shares 3,953 Est. Cost $165.31 Unrealized -11.2%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $513 Shares 5,443 Est. Cost $103.08 Unrealized -6.9%
USB US BANCORP DEL 0.1%
Value ($000) $508 Shares 10,511 Est. Cost $40.58 Unrealized +14.2%
JD JD.COM INC 0.1%
Value ($000) $506 Shares 14,467 Est. Cost $54.18 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $503 Shares 18,415 Est. Cost $25.99 Unrealized
APTV APTIV PLC 0.1%
Value ($000) $487 Shares 5,652 Est. Cost $61.22 Unrealized +23.2%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $483 Shares 19,501 Est. Cost $26.68 Unrealized -5.6%
IVV ISHARES TR 0.1%
Value ($000) $480 Shares 717 Est. Cost $536.93 Unrealized
NUEM NUSHARES ETF TR 0.1%
Value ($000) $462 Shares 12,945 Est. Cost $25.50 Unrealized
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $461 Shares 10,479 Est. Cost $35.44 Unrealized +15.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $448 Shares 7,482 Est. Cost $48.86 Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $446 Shares 4,872 Est. Cost $62.49 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $445 Shares 2,389 Est. Cost $177.98 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $442 Shares 10,074 Est. Cost $35.55 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $427 Shares 2,401 Est. Cost $325.09 Unrealized -38.4%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $423 Shares 3,845 Est. Cost $91.75 Unrealized +16.5%
BWA BORGWARNER INC 0.1%
Value ($000) $400 Shares 9,090 Est. Cost $33.31 Unrealized +19.2%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $379 Shares 1,552 Est. Cost $120.05 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $371 Shares 7,446 Est. Cost $48.71 Unrealized +14.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $351 Shares 23,878 Est. Cost $13.39 Unrealized +0.0%
ESML ISHARES TR 0.0%
Value ($000) $349 Shares 7,747 Est. Cost $39.84 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $323 Shares 3,850 Est. Cost $39.12 Unrealized +105.7%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $309 Shares 5,637 Est. Cost $53.33 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $297 Shares 1,168 Est. Cost $237.50 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $296 Shares 2,253 Est. Cost $116.83 Unrealized +16.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $279 Shares 10,595 Est. Cost $28.79 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $273 Shares 679 Est. Cost $322.00 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $272 Shares 2,979 Est. Cost $65.47 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $271 Shares 451 Est. Cost $462.92 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $270 Shares 1,939 Est. Cost $145.50 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $260 Shares 787 Est. Cost $178.31 Unrealized +71.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $259 Shares 883 Est. Cost $278.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $258 Shares 432 Est. Cost $422.62 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $254 Shares 10,908 Est. Cost $20.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $250 Shares 851 Est. Cost $263.26 Unrealized +13.1%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $240 Shares 3,463 Est. Cost $65.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $238 Shares 2,808 Est. Cost $86.75 Unrealized +2.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $236 Shares 1,766 Est. Cost $75.26 Unrealized +40.2%
LLY ELI LILLY & CO 0.0%
Value ($000) $224 Shares 294 Est. Cost $629.74 Unrealized +17.9%
GRNB VANECK ETF TRUST 0.0%
Value ($000) $217 Shares 8,894 Est. Cost $23.63 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $210 Shares 8,315 Est. Cost $24.37 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $205 Shares 1,003 Est. Cost $178.89 Unrealized +1.1%
LINE LINEAGE INC 0.0%
Value ($000) $202 Shares 5,219 Est. Cost $62.43 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $198 Shares 1,368 Est. Cost $109.20 Unrealized +21.1%
SUSL ISHARES TR 0.0%
Value ($000) $197 Shares 1,685 Est. Cost $102.50 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $190 Shares 6,802 Est. Cost $33.06 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $186 Shares 508 Est. Cost $209.01 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $184 Shares 2,531 Est. Cost $36.39 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $179 Shares 603 Est. Cost $229.85 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $179 Shares 589 Est. Cost $286.83 Unrealized +5.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $176 Shares 815 Est. Cost $199.37 Unrealized
FISV FISERV INC 0.0%
Value ($000) $176 Shares 1,363 Est. Cost $181.35 Unrealized -21.0%
ORCL ORACLE CORP 0.0%
Value ($000) $174 Shares 620 Est. Cost $161.68 Unrealized +57.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $173 Shares 3,185 Est. Cost $41.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $167 Shares 592 Est. Cost $230.31 Unrealized
BA BOEING CO 0.0%
Value ($000) $166 Shares 771 Est. Cost $194.65 Unrealized +15.8%
ING ING GROEP N.V. 0.0%
Value ($000) $153 Shares 5,859 Est. Cost $26.08 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $152 Shares 1,900 Est. Cost $94.45 Unrealized -10.4%
IWD ISHARES TR 0.0%
Value ($000) $151 Shares 740 Est. Cost $155.26 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $149 Shares 4,270 Est. Cost $26.20 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $143 Shares 1,157 Est. Cost $109.35 Unrealized +9.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $142 Shares 775 Est. Cost $166.93 Unrealized +15.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $129 Shares 1,146 Est. Cost $107.33 Unrealized +2.2%
SGOL ETFS GOLD TR 0.0%
Value ($000) $125 Shares 3,388 Est. Cost $18.37 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $124 Shares 1,686 Est. Cost $56.11 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $122 Shares 1,130 Est. Cost $35.71 Unrealized +196.8%
KO COCA COLA CO 0.0%
Value ($000) $122 Shares 1,833 Est. Cost $58.03 Unrealized +17.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $120 Shares 323 Est. Cost $357.94 Unrealized +7.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $116 Shares 4,256 Est. Cost $27.17 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $115 Shares 862 Est. Cost $130.20 Unrealized +0.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $115 Shares 1,498 Est. Cost $53.88 Unrealized +29.9%
IWM ISHARES TR 0.0%
Value ($000) $110 Shares 453 Est. Cost $200.24 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $107 Shares 2,069 Est. Cost $28.36 Unrealized +70.4%
NFLX NETFLIX INC 0.0%
Value ($000) $106 Shares 88 Est. Cost $96.01 Unrealized +27.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $103 Shares 902 Est. Cost $84.72 Unrealized +26.4%
USMV ISHARES TR 0.0%
Value ($000) $102 Shares 1,073 Est. Cost $91.31 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $99 Shares 1,084 Est. Cost $89.06 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $99 Shares 320 Est. Cost $263.29 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $97 Shares 582 Est. Cost $90.93 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $94 Shares 2,113 Est. Cost $44.61 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $94 Shares 952 Est. Cost $90.46 Unrealized +7.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $93 Shares 139 Est. Cost $608.18 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $93 Shares 208 Est. Cost $273.76 Unrealized +26.7%
FTNT FORTINET INC 0.0%
Value ($000) $90 Shares 1,067 Est. Cost $68.00 Unrealized +31.2%
SYY SYSCO CORP 0.0%
Value ($000) $90 Shares 1,088 Est. Cost $78.85 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $89 Shares 130 Est. Cost $681.93 Unrealized +5.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $88 Shares 1,171 Est. Cost $64.01 Unrealized +6.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $84 Shares 1,260 Est. Cost $68.23 Unrealized +3.1%
MTUM ISHARES TR 0.0%
Value ($000) $82 Shares 319 Est. Cost $206.92 Unrealized
LOGI LOGITECH INTL S A 0.0%
Value ($000) $82 Shares 744 Est. Cost $57.75 Unrealized +71.9%
CCJ CAMECO CORP 0.0%
Value ($000) $82 Shares 973 Est. Cost $54.31 Unrealized +42.5%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $80 Shares 3,183 Est. Cost $24.70 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $77 Shares 972 Est. Cost $78.75 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 2,897 Est. Cost $26.34 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $74 Shares 364 Est. Cost $164.85 Unrealized +16.1%
FRNW FIDELITY COVINGTON TRUST 0.0%
Value ($000) $73 Shares 3,759 Est. Cost $20.87 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $72 Shares 240 Est. Cost $325.95 Unrealized -7.4%
SNPE DBX ETF TR 0.0%
Value ($000) $70 Shares 1,168 Est. Cost $52.70 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $69 Shares 64 Est. Cost $748.55 Unrealized +24.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $69 Shares 208 Est. Cost $274.76 Unrealized +15.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $67 Shares 1,517 Est. Cost $40.18 Unrealized +5.8%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $64 Shares 571 Est. Cost $88.57 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $64 Shares 1,062 Est. Cost $58.54 Unrealized
RVSB RIVERVIEW BANCORP INC 0.0%
Value ($000) $63 Shares 11,780 Est. Cost $5.67 Unrealized -9.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $63 Shares 209 Est. Cost $234.20 Unrealized +17.9%
IEFA ISHARES TR 0.0%
Value ($000) $63 Shares 719 Est. Cost $70.28 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $62 Shares 205 Est. Cost $192.43 Unrealized +41.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $59 Shares 316 Est. Cost $140.80 Unrealized +20.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $58 Shares 25 Est. Cost $2400.46 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $274.05 Unrealized +4.6%
EBAY EBAY INC. 0.0%
Value ($000) $56 Shares 616 Est. Cost $70.22 Unrealized +25.3%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $55 Shares 12,157 Est. Cost $4.54 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $55 Shares 1,077 Est. Cost $50.59 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $54 Shares 247 Est. Cost $147.64 Unrealized +30.0%
FFIV F5 INC 0.0%
Value ($000) $54 Shares 168 Est. Cost $160.53 Unrealized +95.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $52 Shares 328 Est. Cost $163.60 Unrealized +10.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $51 Shares 240 Est. Cost $121.29 Unrealized +65.1%
VPLS VANGUARD MALVERN FDS 0.0%
Value ($000) $51 Shares 650 Est. Cost $77.80 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 Shares 1,980 Est. Cost $25.71 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $50 Shares 238 Est. Cost $192.24 Unrealized +7.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $48 Shares 287 Est. Cost $172.39 Unrealized -8.8%
ICLN ISHARES TR 0.0%
Value ($000) $47 Shares 3,059 Est. Cost $13.11 Unrealized
F FORD MTR CO 0.0%
Value ($000) $47 Shares 3,942 Est. Cost $9.85 Unrealized +15.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $46 Shares 264 Est. Cost $102.40 Unrealized +64.7%
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $42 Shares 346 Est. Cost $119.78 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $42 Shares 218 Est. Cost $172.26 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $41 Shares 859 Est. Cost $47.54 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $39 Shares 1,524 Est. Cost $19.60 Unrealized +26.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $38 Shares 188 Est. Cost $205.74 Unrealized -0.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 191 Est. Cost $174.34 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $36 Shares 74 Est. Cost $484.60 Unrealized +10.2%
CSM PROSHARES TR 0.0%
Value ($000) $35 Shares 457 Est. Cost $50.99 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $35 Shares 485 Est. Cost $66.98 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $34 Shares 176 Est. Cost $145.81 Unrealized +21.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $33 Shares 176 Est. Cost $147.15 Unrealized +17.8%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $33 Shares 655 Est. Cost $50.27 Unrealized
TNC TENNANT CO 0.0%
Value ($000) $33 Shares 401 Est. Cost $95.62 Unrealized -15.0%
STT STATE STR CORP 0.0%
Value ($000) $32 Shares 279 Est. Cost $92.75 Unrealized +18.7%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $32 Shares 543 Est. Cost $50.59 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $31 Shares 371 Est. Cost $84.06 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $30 Shares 225 Est. Cost $146.81 Unrealized -4.3%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $30 Shares 329 Est. Cost $73.04 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30 Shares 301 Est. Cost $90.17 Unrealized
T AT&T INC 0.0%
Value ($000) $30 Shares 1,045 Est. Cost $19.61 Unrealized +43.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $29 Shares 242 Est. Cost $86.67 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $29 Shares 122 Est. Cost $280.58 Unrealized -18.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 293 Est. Cost $50.95 Unrealized +83.6%
IWR ISHARES TR 0.0%
Value ($000) $29 Shares 297 Est. Cost $88.40 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $28 Shares 552 Est. Cost $41.39 Unrealized +11.4%
INTC INTEL CORP 0.0%
Value ($000) $28 Shares 822 Est. Cost $23.13 Unrealized +4.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $27 Shares 700 Est. Cost $50.88 Unrealized -11.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $27 Shares 395 Est. Cost $56.75 Unrealized +10.0%
DOV DOVER CORP 0.0%
Value ($000) $26 Shares 157 Est. Cost $138.45 Unrealized +29.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $26 Shares 90 Est. Cost $281.51 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value ($000) $25 Shares 53 Est. Cost $424.18 Unrealized +11.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $25 Shares 41 Est. Cost $316.19 Unrealized +91.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $25 Shares 26 Est. Cost $709.77 Unrealized +41.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $25 Shares 298 Est. Cost $66.30 Unrealized +18.6%
KVUE KENVUE INC 0.0%
Value ($000) $25 Shares 1,517 Est. Cost $22.15 Unrealized -9.4%
RUN SUNRUN INC 0.0%
Value ($000) $24 Shares 1,381 Est. Cost $7.86 Unrealized +70.2%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $24 Shares 528 Est. Cost $44.44 Unrealized -6.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $23 Shares 52 Est. Cost $323.63 Unrealized +48.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $23 Shares 737 Est. Cost $30.81 Unrealized +0.1%
BXP BXP INC 0.0%
Value ($000) $22 Shares 301 Est. Cost $44.61 Unrealized +55.2%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $21 Shares 1,112 Est. Cost $18.25 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $21 Shares 65 Est. Cost $285.86 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $204.32 Unrealized +14.2%
FMC FMC CORP 0.0%
Value ($000) $20 Shares 591 Est. Cost $100.25 Unrealized -62.0%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $20 Shares 150 Est. Cost $184.76 Unrealized -28.8%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $20 Shares 699 Est. Cost $28.02 Unrealized -8.7%
ABNB AIRBNB INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $126.67 Unrealized +2.1%
MS MORGAN STANLEY 0.0%
Value ($000) $18 Shares 111 Est. Cost $125.91 Unrealized +16.3%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $17 Shares 1,112 Est. Cost $11.79 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $17 Shares 126 Est. Cost $119.26 Unrealized +6.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $101.23 Unrealized +10.9%
IWF ISHARES TR 0.0%
Value ($000) $16 Shares 35 Est. Cost $427.13 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $134.51 Unrealized +2.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $16 Shares 120 Est. Cost $81.24 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 240 Est. Cost $59.26 Unrealized
WMT WALMART INC 0.0%
Value ($000) $14 Shares 138 Est. Cost $85.80 Unrealized +15.7%
DBEF DBX ETF TR 0.0%
Value ($000) $14 Shares 305 Est. Cost $40.93 Unrealized
VITL VITAL FARMS INC 0.0%
Value ($000) $14 Shares 344 Est. Cost $33.75 Unrealized +28.7%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $14 Shares 256 Est. Cost $50.80 Unrealized -1.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 101 Est. Cost $99.68 Unrealized
ALC ALCON AG 0.0%
Value ($000) $13 Shares 179 Est. Cost $80.53 Unrealized +3.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $13 Shares 205 Est. Cost $60.42 Unrealized +10.7%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $13 Shares 405 Est. Cost $24.03 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $13 Shares 22 Est. Cost $406.17 Unrealized +41.2%
ZTS ZOETIS INC 0.0%
Value ($000) $12 Shares 85 Est. Cost $177.22 Unrealized -15.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12 Shares 88 Est. Cost $118.05 Unrealized +18.6%
CMS CMS ENERGY CORP 0.0%
Value ($000) $12 Shares 166 Est. Cost $54.70 Unrealized +29.9%
NOW SERVICENOW INC 0.0%
Value ($000) $12 Shares 13 Est. Cost $117.07 Unrealized +59.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $12 Shares 59 Est. Cost $183.33 Unrealized +6.8%
WDAY WORKDAY INC 0.0%
Value ($000) $12 Shares 49 Est. Cost $225.68 Unrealized +2.5%
SCZ ISHARES TR 0.0%
Value ($000) $12 Shares 153 Est. Cost $67.75 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $11 Shares 14 Est. Cost $728.29 Unrealized +6.3%
GLW CORNING INC 0.0%
Value ($000) $11 Shares 132 Est. Cost $48.55 Unrealized +33.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $11 Shares 50 Est. Cost $186.54 Unrealized +16.8%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 72 Est. Cost $115.60 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $10 Shares 172 Est. Cost $67.36 Unrealized +0.4%
ACWV ISHARES INC 0.0%
Value ($000) $10 Shares 85 Est. Cost $105.27 Unrealized
SE SEA LTD 0.0%
Value ($000) $10 Shares 57 Est. Cost $43.96 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value ($000) $10 Shares 97 Est. Cost $52.83 Unrealized +45.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.78 Unrealized -8.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $10 Shares 50 Est. Cost $147.42 Unrealized +25.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $10 Shares 284 Est. Cost $39.90 Unrealized -13.9%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $10 Shares 47 Est. Cost $147.97 Unrealized +31.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $9 Shares 96 Est. Cost $93.25 Unrealized +0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $9 Shares 53 Est. Cost $167.56 Unrealized +6.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $278.57 Unrealized +23.5%
ZS ZSCALER INC 0.0%
Value ($000) $9 Shares 29 Est. Cost $212.14 Unrealized +34.4%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $9 Shares 35 Est. Cost $153.50 Unrealized +50.9%
ADSK AUTODESK INC 0.0%
Value ($000) $9 Shares 27 Est. Cost $238.52 Unrealized +27.8%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 188 Est. Cost $33.98 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $8 Shares 18 Est. Cost $440.67 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $8 Shares 69 Est. Cost $78.24 Unrealized +41.6%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $8 Shares 34 Est. Cost $160.80 Unrealized +37.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $8 Shares 27 Est. Cost $271.51 Unrealized +17.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $139.03 Unrealized +18.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $8 Shares 76 Est. Cost $98.26 Unrealized +4.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $8 Shares 45 Est. Cost $150.43 Unrealized +6.4%
MCO MOODYS CORP 0.0%
Value ($000) $8 Shares 16 Est. Cost $393.01 Unrealized +27.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $8 Shares 99 Est. Cost $73.62 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $8 Shares 38 Est. Cost $142.80 Unrealized +35.6%
DXCM DEXCOM INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $113.51 Unrealized -30.3%
SF STIFEL FINL CORP 0.0%
Value ($000) $7 Shares 65 Est. Cost $95.51 Unrealized +16.8%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $7 Shares 240 Est. Cost $22.23 Unrealized +20.8%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $7 Shares 8 Est. Cost $633.58 Unrealized +27.5%
TRI CONTL CORP 0.0%
Value ($000) $7 Shares 213 Est. Cost $27.42 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $96.64 Unrealized +0.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $76.95 Unrealized +12.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $7 Shares 30 Est. Cost $98.15 Unrealized +72.9%
MCK MCKESSON CORP 0.0%
Value ($000) $7 Shares 9 Est. Cost $703.74 Unrealized -0.1%
COR CENCORA INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $286.82 Unrealized +2.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $205.12 Unrealized -23.2%
VRSN VERISIGN INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $211.15 Unrealized +31.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $188.66 Unrealized +8.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 86 Est. Cost $77.69 Unrealized -0.8%
HPQ HP INC 0.0%
Value ($000) $7 Shares 239 Est. Cost $28.92 Unrealized -9.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $6 Shares 58 Est. Cost $110.61 Unrealized -3.3%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 636 Est. Cost $10.12 Unrealized -5.5%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 155 Est. Cost $37.18 Unrealized
CPRT COPART INC 0.0%
Value ($000) $6 Shares 137 Est. Cost $55.00 Unrealized -14.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 211 Est. Cost $13.68 Unrealized +120.8%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 978 Est. Cost $3.14 Unrealized +52.7%
FLEX FLEX LTD 0.0%
Value ($000) $6 Shares 103 Est. Cost $39.18 Unrealized +35.6%
CB CHUBB LIMITED 0.0%
Value ($000) $6 Shares 21 Est. Cost $276.25 Unrealized -0.4%
CTAS CINTAS CORP 0.0%
Value ($000) $6 Shares 28 Est. Cost $214.11 Unrealized -0.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $6 Shares 145 Est. Cost $39.36 Unrealized +9.8%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $6 Shares 22 Est. Cost $169.93 Unrealized +39.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $6 Shares 129 Est. Cost $38.01 Unrealized +13.6%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $199.44 Unrealized +34.4%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $6 Shares 59 Est. Cost $82.42 Unrealized +32.8%
RMD RESMED INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $206.36 Unrealized +31.9%
SRE SEMPRA 0.0%
Value ($000) $5 Shares 59 Est. Cost $73.93 Unrealized +8.0%
PTC PTC INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $171.04 Unrealized +19.2%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $5 Shares 149 Est. Cost $110.97 Unrealized -66.5%
AVT AVNET INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.75 Unrealized +13.6%
UBS UBS GROUP AG 0.0%
Value ($000) $5 Shares 126 Est. Cost $33.35 Unrealized +16.5%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $164.31 Unrealized -46.1%
MSCI MSCI INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $486.44 Unrealized +15.7%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $5 Shares 125 Est. Cost $31.54 Unrealized +19.8%
AON AON PLC 0.0%
Value ($000) $5 Shares 14 Est. Cost $366.52 Unrealized -1.4%
GGG GRACO INC 0.0%
Value ($000) $5 Shares 57 Est. Cost $81.14 Unrealized +4.7%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.43 Unrealized +11.2%
GHC GRAHAM HLDGS CO 0.0%
Value ($000) $5 Shares 4 Est. Cost $908.79 Unrealized +13.4%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $5 Shares 77 Est. Cost $51.43 Unrealized +15.8%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $181.51 Unrealized +16.5%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.76 Unrealized +3.3%
ENS ENERSYS 0.0%
Value ($000) $4 Shares 38 Est. Cost $97.38 Unrealized +0.6%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $49.87 Unrealized +18.4%
FUL FULLER H B CO 0.0%
Value ($000) $4 Shares 71 Est. Cost $61.95 Unrealized -3.9%
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $4 Shares 138 Est. Cost $19.73 Unrealized +20.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 55 Est. Cost $73.01 Unrealized +2.1%
POOL POOL CORP 0.0%
Value ($000) $4 Shares 13 Est. Cost $302.01 Unrealized +3.1%
VLTO VERALTO CORP 0.0%
Value ($000) $4 Shares 37 Est. Cost $104.63 Unrealized +0.6%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $167.71 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $194.62 Unrealized +16.9%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $4 Shares 61 Est. Cost $57.43 Unrealized +5.8%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $73.57 Unrealized -1.3%
NEM NEWMONT CORP 0.0%
Value ($000) $4 Shares 44 Est. Cost $51.16 Unrealized +35.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $4 Shares 3 Est. Cost $1117.50 Unrealized +12.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $248.03 Unrealized +7.6%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $175.31 Unrealized +28.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $387.42 Unrealized +32.3%
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $110.71 Unrealized +24.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $90.13 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $68.89 Unrealized +0.5%
LII LENNOX INTL INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $460.22 Unrealized +26.3%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $386.74 Unrealized -24.6%
PINS PINTEREST INC 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.35 Unrealized +19.5%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $106.49 Unrealized +20.7%
AYI ACUITY INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $301.63 Unrealized +5.6%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $3 Shares 12 Est. Cost $245.37 Unrealized +19.3%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $3 Shares 106 Est. Cost $34.97 Unrealized -13.9%
SYNA SYNAPTICS INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $74.99 Unrealized -9.3%
VNO VORNADO RLTY TR 0.0%
Value ($000) $3 Shares 71 Est. Cost $37.00 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $3 Shares 81 Est. Cost $30.66 Unrealized +15.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $10.89 Unrealized +25.1%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $64.65 Unrealized +10.7%
QUAL ISHARES TR 0.0%
Value ($000) $3 Shares 14 Est. Cost $147.14 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $255.81 Unrealized +22.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 Shares 43 Est. Cost $51.78 Unrealized +11.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $433.97 Unrealized +3.3%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.89 Unrealized +35.8%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.91 Unrealized +0.8%
RH RH 0.0%
Value ($000) $2 Shares 12 Est. Cost $193.60 Unrealized +12.2%
DOX AMDOCS LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $87.73 Unrealized -2.5%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $153.20 Unrealized +7.5%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $145.48 Unrealized 0.0%
GTLB GITLAB INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $58.30 Unrealized -21.5%
WSO WATSCO INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $492.90 Unrealized -13.2%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $69.52 Unrealized +6.5%
PRI PRIMERICA INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $284.92 Unrealized -5.8%
MMI MARCUS & MILLICHAP INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.54 Unrealized +2.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $585.68 Unrealized -14.1%
U UNITY SOFTWARE INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $37.65 Unrealized -1.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $248.61 Unrealized +8.6%
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $2 Shares 1 Est. Cost $2029.02 Unrealized -3.0%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.05 Unrealized
AI C3 AI INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.86 Unrealized -8.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $118.66 Unrealized -16.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $109.40 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $2 Shares 13 Est. Cost $124.88 Unrealized -3.4%
BLD TOPBUILD CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $356.31 Unrealized +12.0%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $78.80 Unrealized +44.9%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $94.11 Unrealized 0.0%
NVAX NOVAVAX INC 0.0%
Value ($000) $1 Shares 146 Est. Cost $6.62 Unrealized +17.5%
BCS BARCLAYS PLC 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.67 Unrealized
BP BP PLC 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.47 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.95 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $1 Shares 71 Est. Cost $14.15 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.11 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.20 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $271.37 Unrealized 0.0%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $1 Shares 169 Est. Cost $5.87 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.65 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $34.19 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $20.16 Unrealized -13.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $165.18 Unrealized 0.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $28.82 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.11 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.52 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 8 Est. Cost $91.75 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1 Shares 1 Est. Cost $699.24 Unrealized 0.0%
E ENI S P A 0.0%
Value ($000) $1 Shares 18 Est. Cost $35.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.58 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.72 Unrealized -48.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.56 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $128.77 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.15 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.94 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $273.52 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $127.82 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.88 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.49 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $157.12 Unrealized -10.4%
CG CARLYLE GROUP INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $61.48 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.83 Unrealized
TRUP TRUPANION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.29 Unrealized +7.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.55 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $26.49 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.59 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.10 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.87 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.73 Unrealized +10.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.11 Unrealized 0.0%
PI IMPINJ INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.27 Unrealized +8.5%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.11 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.14 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.37 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.63 Unrealized -8.3%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.99 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $154.70 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.11 Unrealized 0.0%
BBD BANCO BRADESCO S A 0.0%
Value ($000) $0 Shares 88 Est. Cost $3.39 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.17 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.21 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $94.54 Unrealized 0.0%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.91 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.70 Unrealized +1.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.83 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.34 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.82 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.25 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $235.04 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $65.58 Unrealized +7.1%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 8 Est. Cost $28.38 Unrealized
QIAGEN NV 0.0%
Value ($000) $0 Shares 5 Est. Cost $44.80 Unrealized
CSX CSX CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.93 Unrealized 0.0%
WCC WESCO INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $209.31 Unrealized 0.0%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.20 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $197.00 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $14.52 Unrealized 0.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.95 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.17 Unrealized 0.0%
JHX JAMES HARDIE INDS PLC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.95 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.84 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $10.89 Unrealized +13.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.84 Unrealized 0.0%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.40 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.10 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.78 Unrealized 0.0%
CNH CNH INDL N V 0.0%
Value ($000) $0 Shares 14 Est. Cost $12.21 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $66.50 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $30.23 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.00 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.60 Unrealized 0.0%
SQFTW PRESIDIO PPTY TR INC 0.0%
Value ($000) $0 Shares 1,805 Est. Cost $0.03 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.17 Unrealized