Souders Financial Advisors Diversified Active

CIK: 0001811240 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 5, 2024

Total Value ($000): $717,741 (100.0% shares, 0.0% debt)

Holdings (172)

CGCP CAPITAL GRP FIXED INCM ETF T 7.5%
Value ($000) $53,597 Shares 2,318,191 Est. Cost $22.56 Unrealized
VOO VANGUARD INDEX FDS 7.0%
Value ($000) $50,161 Shares 95,062 Est. Cost $359.54 Unrealized
VXUS VANGUARD STAR FDS 4.1%
Value ($000) $29,224 Shares 451,398 Est. Cost $55.61 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 3.7%
Value ($000) $26,373 Shares 723,742 Est. Cost $23.85 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 3.6%
Value ($000) $25,609 Shares 747,042 Est. Cost $24.08 Unrealized
SCHD SCHWAB STRATEGIC TR 3.4%
Value ($000) $24,210 Shares 286,404 Est. Cost $59.87 Unrealized
PG PROCTER AND GAMBLE CO 3.2%
Value ($000) $23,116 Shares 133,465 Est. Cost $117.09 Unrealized +40.3%
AGG ISHARES TR 3.1%
Value ($000) $22,521 Shares 222,389 Est. Cost $98.31 Unrealized
SCHG SCHWAB STRATEGIC TR 2.5%
Value ($000) $18,021 Shares 172,980 Est. Cost $81.30 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $17,122 Shares 73,487 Est. Cost $111.07 Unrealized +99.8%
JPST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $15,499 Shares 305,456 Est. Cost $50.45 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.1%
Value ($000) $14,921 Shares 319,231 Est. Cost $45.81 Unrealized
SCHY SCHWAB STRATEGIC TR 1.9%
Value ($000) $13,740 Shares 525,047 Est. Cost $23.75 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $12,133 Shares 28,197 Est. Cost $201.29 Unrealized +110.2%
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $11,526 Shares 223,805 Est. Cost $51.57 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 1.6%
Value ($000) $11,515 Shares 426,966 Est. Cost $21.07 Unrealized
BND VANGUARD BD INDEX FDS 1.5%
Value ($000) $10,673 Shares 142,105 Est. Cost $73.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.4%
Value ($000) $10,089 Shares 50,938 Est. Cost $123.44 Unrealized
TCHP T ROWE PRICE ETF INC 1.2%
Value ($000) $8,461 Shares 213,440 Est. Cost $26.22 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 1.1%
Value ($000) $8,003 Shares 265,452 Est. Cost $20.65 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $7,780 Shares 36,897 Est. Cost $109.96 Unrealized +86.4%
AVGO BROADCOM INC 1.1%
Value ($000) $7,747 Shares 44,911 Est. Cost $144.12 Unrealized +9.6%
CGGR CAPITAL GROUP GROWTH ETF 1.1%
Value ($000) $7,668 Shares 220,400 Est. Cost $20.20 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $7,641 Shares 126,465 Est. Cost $59.80 Unrealized
DIVO AMPLIFY ETF TR 1.0%
Value ($000) $7,452 Shares 180,909 Est. Cost $35.30 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $6,980 Shares 17,227 Est. Cost $272.13 Unrealized +29.6%
CGSD CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $6,962 Shares 268,707 Est. Cost $25.36 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $6,852 Shares 246,122 Est. Cost $26.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $6,736 Shares 11,521 Est. Cost $293.22 Unrealized +87.0%
THYF T ROWE PRICE ETF INC 0.9%
Value ($000) $6,507 Shares 123,640 Est. Cost $50.37 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.9%
Value ($000) $6,279 Shares 78,012 Est. Cost $41.87 Unrealized +63.6%
V VISA INC 0.8%
Value ($000) $6,045 Shares 21,985 Est. Cost $193.59 Unrealized +38.3%
SCHB SCHWAB STRATEGIC TR 0.8%
Value ($000) $6,029 Shares 90,630 Est. Cost $61.44 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $5,883 Shares 31,572 Est. Cost $123.10 Unrealized +48.2%
GOOG ALPHABET INC 0.8%
Value ($000) $5,666 Shares 33,889 Est. Cost $108.81 Unrealized +54.6%
GE GE AEROSPACE 0.8%
Value ($000) $5,602 Shares 29,705 Est. Cost $152.99 Unrealized +9.8%
TMSL T ROWE PRICE ETF INC 0.7%
Value ($000) $4,956 Shares 152,670 Est. Cost $32.46 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $4,889 Shares 15,174 Est. Cost $281.17 Unrealized +11.4%
ABT ABBOTT LABS 0.7%
Value ($000) $4,810 Shares 42,193 Est. Cost $88.85 Unrealized +20.5%
LIN LINDE PLC 0.7%
Value ($000) $4,810 Shares 10,086 Est. Cost $340.63 Unrealized +31.5%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $4,734 Shares 39,759 Est. Cost $75.31 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $4,698 Shares 40,164 Est. Cost $91.96 Unrealized
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $4,539 Shares 90,919 Est. Cost $43.72 Unrealized +1.2%
RTX RTX CORPORATION 0.6%
Value ($000) $4,484 Shares 37,009 Est. Cost $84.33 Unrealized +31.7%
ABBV ABBVIE INC 0.6%
Value ($000) $4,412 Shares 22,340 Est. Cost $151.29 Unrealized +18.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,312 Shares 14,160 Est. Cost $245.63 Unrealized +8.6%
BSCR INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $4,210 Shares 213,479 Est. Cost $18.99 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $4,183 Shares 7,308 Est. Cost $257.58 Unrealized +98.8%
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $4,134 Shares 18,529 Est. Cost $102.11 Unrealized +112.4%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $4,089 Shares 22,122 Est. Cost $141.25 Unrealized +18.6%
TRP TC ENERGY CORP 0.6%
Value ($000) $4,081 Shares 85,817 Est. Cost $36.27 Unrealized +13.9%
ARMK ARAMARK 0.6%
Value ($000) $4,050 Shares 104,572 Est. Cost $27.28 Unrealized +27.0%
UNP UNION PAC CORP 0.6%
Value ($000) $3,955 Shares 16,047 Est. Cost $227.24 Unrealized +3.3%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $3,950 Shares 201,964 Est. Cost $19.85 Unrealized
CINF CINCINNATI FINL CORP 0.5%
Value ($000) $3,912 Shares 28,739 Est. Cost $83.32 Unrealized +50.1%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $3,899 Shares 188,802 Est. Cost $20.95 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $3,791 Shares 45,629 Est. Cost $55.86 Unrealized
PCG PG&E CORP 0.5%
Value ($000) $3,761 Shares 190,242 Est. Cost $16.73 Unrealized +10.7%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $3,707 Shares 17,948 Est. Cost $158.94 Unrealized +21.4%
EQIX EQUINIX INC 0.5%
Value ($000) $3,677 Shares 4,143 Est. Cost $597.71 Unrealized +32.9%
URI UNITED RENTALS INC 0.5%
Value ($000) $3,559 Shares 4,395 Est. Cost $656.55 Unrealized +8.3%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $3,532 Shares 84,553 Est. Cost $36.38 Unrealized +3.8%
CNQ CANADIAN NAT RES LTD 0.5%
Value ($000) $3,341 Shares 100,600 Est. Cost $30.69 Unrealized +8.0%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $3,294 Shares 12,783 Est. Cost $247.80 Unrealized -3.1%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,090 Shares 25,448 Est. Cost $96.54 Unrealized +22.3%
BSCT INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $2,967 Shares 157,761 Est. Cost $18.32 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $2,823 Shares 3,187 Est. Cost $301.92 Unrealized +194.9%
BSCS INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $2,789 Shares 135,650 Est. Cost $19.43 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,906 Shares 3,689 Est. Cost $332.45 Unrealized +47.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,893 Shares 22,399 Est. Cost $72.55 Unrealized +3.2%
FFBC FIRST FINL BANCORP OH 0.3%
Value ($000) $1,818 Shares 72,038 Est. Cost $14.50 Unrealized +64.2%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,776 Shares 6,388 Est. Cost $210.51 Unrealized +24.7%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,738 Shares 3,510 Est. Cost $240.19 Unrealized +97.8%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,713 Shares 3,293 Est. Cost $339.20 Unrealized +53.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,590 Shares 3,236 Est. Cost $396.70 Unrealized +17.4%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,579 Shares 39,793 Est. Cost $25.36 Unrealized +52.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,527 Shares 3,905 Est. Cost $258.31 Unrealized +31.1%
TSLA TESLA INC 0.2%
Value ($000) $1,523 Shares 5,820 Est. Cost $217.25 Unrealized +5.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,425 Shares 1,607 Est. Cost $544.32 Unrealized +58.3%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,414 Shares 27,666 Est. Cost $49.72 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,390 Shares 17,219 Est. Cost $53.70 Unrealized +35.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $1,384 Shares 24,011 Est. Cost $61.50 Unrealized -10.0%
NFLX NETFLIX INC 0.2%
Value ($000) $1,332 Shares 1,878 Est. Cost $58.02 Unrealized +15.3%
CME CME GROUP INC 0.2%
Value ($000) $1,331 Shares 6,030 Est. Cost $164.43 Unrealized +19.5%
CGMU CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $1,309 Shares 47,680 Est. Cost $26.49 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,295 Shares 17,227 Est. Cost $59.35 Unrealized +18.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,289 Shares 6,237 Est. Cost $184.43 Unrealized +2.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,233 Shares 5,578 Est. Cost $157.64 Unrealized +19.9%
BIL SPDR SER TR 0.2%
Value ($000) $1,226 Shares 13,352 Est. Cost $91.81 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,214 Shares 6,992 Est. Cost $106.78 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,201 Shares 4,386 Est. Cost $267.30 Unrealized -5.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,194 Shares 10,352 Est. Cost $77.61 Unrealized +36.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,152 Shares 7,825 Est. Cost $121.44 Unrealized +15.3%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $1,137 Shares 797 Est. Cost $703.29 Unrealized +63.9%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,127 Shares 1,352 Est. Cost $666.00 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,117 Shares 9,838 Est. Cost $89.46 Unrealized +26.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,094 Shares 24,366 Est. Cost $37.32 Unrealized +2.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,055 Shares 6,360 Est. Cost $111.78 Unrealized +49.2%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,046 Shares 2,740 Est. Cost $232.84 Unrealized +48.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,028 Shares 3,792 Est. Cost $245.13 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $971 Shares 8,262 Est. Cost $98.66 Unrealized +14.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $966 Shares 1,684 Est. Cost $405.80 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $950 Shares 15,967 Est. Cost $55.46 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $939 Shares 7,635 Est. Cost $103.92 Unrealized +15.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $928 Shares 11,581 Est. Cost $47.47 Unrealized +45.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $922 Shares 3,353 Est. Cost $189.82 Unrealized +37.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $872 Shares 3,150 Est. Cost $177.19 Unrealized +43.1%
BA BOEING CO 0.1%
Value ($000) $850 Shares 5,589 Est. Cost $171.47 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $844 Shares 5,006 Est. Cost $142.97 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $806 Shares 767 Est. Cost $964.05 Unrealized +14.8%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $800 Shares 4,509 Est. Cost $159.29 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $722 Shares 5,950 Est. Cost $65.22 Unrealized +68.4%
NSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $687 Shares 27,483 Est. Cost $24.98 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $684 Shares 1,401 Est. Cost $347.21 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $682 Shares 1,466 Est. Cost $424.21 Unrealized +13.2%
LOW LOWES COS INC 0.1%
Value ($000) $668 Shares 2,467 Est. Cost $105.90 Unrealized +123.0%
KR KROGER CO 0.1%
Value ($000) $608 Shares 10,611 Est. Cost $36.75 Unrealized +41.9%
ABNB AIRBNB INC 0.1%
Value ($000) $600 Shares 4,730 Est. Cost $149.89 Unrealized -13.5%
PEP PEPSICO INC 0.1%
Value ($000) $593 Shares 3,490 Est. Cost $115.65 Unrealized +40.9%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $579 Shares 11,359 Est. Cost $50.62 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.1%
Value ($000) $554 Shares 186,602 Est. Cost $2.66 Unrealized -20.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $550 Shares 2,169 Est. Cost $120.35 Unrealized +77.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $529 Shares 3,244 Est. Cost $164.35 Unrealized -0.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $509 Shares 4,342 Est. Cost $56.41 Unrealized +95.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $494 Shares 3,032 Est. Cost $139.80 Unrealized +1.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $490 Shares 927 Est. Cost $330.40 Unrealized +44.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $480 Shares 1,042 Est. Cost $233.26 Unrealized +89.6%
ATI ATI INC 0.1%
Value ($000) $477 Shares 7,125 Est. Cost $56.37 Unrealized +10.1%
CTAS CINTAS CORP 0.1%
Value ($000) $463 Shares 2,249 Est. Cost $176.09 Unrealized +8.4%
NET CLOUDFLARE INC 0.1%
Value ($000) $406 Shares 5,018 Est. Cost $60.23 Unrealized +33.5%
KO COCA COLA CO 0.1%
Value ($000) $402 Shares 5,589 Est. Cost $54.71 Unrealized +20.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $400 Shares 2,354 Est. Cost $126.30 Unrealized +35.5%
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $393 Shares 9,711 Est. Cost $38.85 Unrealized
CSX CSX CORP 0.1%
Value ($000) $391 Shares 11,332 Est. Cost $29.65 Unrealized +12.0%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $388 Shares 12,846 Est. Cost $28.41 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $366 Shares 14,713 Est. Cost $24.87 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $351 Shares 6,598 Est. Cost $48.52 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $339 Shares 2,095 Est. Cost $141.41 Unrealized +7.9%
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $324 Shares 7,525 Est. Cost $31.91 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $320 Shares 413 Est. Cost $514.10 Unrealized +50.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $314 Shares 1,209 Est. Cost $197.12 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $313 Shares 1,227 Est. Cost $191.56 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $300 Shares 5,804 Est. Cost $46.17 Unrealized -5.4%
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $300 Shares 6,866 Est. Cost $41.78 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $299 Shares 8,809 Est. Cost $32.54 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $282 Shares 1,310 Est. Cost $144.85 Unrealized +41.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $269 Shares 459 Est. Cost $374.86 Unrealized +37.7%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $267 Shares 5,609 Est. Cost $48.80 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $264 Shares 4,191 Est. Cost $59.14 Unrealized -6.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $263 Shares 744 Est. Cost $322.76 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $261 Shares 955 Est. Cost $251.90 Unrealized +11.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $261 Shares 8,975 Est. Cost $27.37 Unrealized
TDVG T ROWE PRICE ETF INC 0.0%
Value ($000) $261 Shares 6,374 Est. Cost $30.98 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $257 Shares 3,964 Est. Cost $59.07 Unrealized +9.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $256 Shares 1,111 Est. Cost $125.98 Unrealized +71.2%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $254 Shares 5,857 Est. Cost $40.04 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $248 Shares 16,438 Est. Cost $13.05 Unrealized +4.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $244 Shares 2,505 Est. Cost $82.83 Unrealized 0.0%
IESC IES HLDGS INC 0.0%
Value ($000) $241 Shares 1,209 Est. Cost $162.13 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $237 Shares 8,201 Est. Cost $27.75 Unrealized -3.8%
ZJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $236 Shares 8,825 Est. Cost $26.78 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $233 Shares 4,568 Est. Cost $39.11 Unrealized +16.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $232 Shares 113 Est. Cost $1578.70 Unrealized +19.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $227 Shares 2,153 Est. Cost $56.22 Unrealized +86.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $226 Shares 931 Est. Cost $215.01 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $225 Shares 252 Est. Cost $146.74 Unrealized +12.0%
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $223 Shares 7,243 Est. Cost $30.03 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $213 Shares 1,248 Est. Cost $143.05 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $201 Shares 4,941 Est. Cost $35.52 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $99 Shares 15,617 Est. Cost $4.63 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $59 Shares 10,000 Est. Cost $4.17 Unrealized 0.0%
KRMD KORU MEDICAL SYSTEMS INC 0.0%
Value ($000) $41 Shares 15,075 Est. Cost $8.87 Unrealized -72.2%