Souders Financial Advisors Diversified Active

CIK: 0001811240 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 5, 2025

Total Value ($000): $716,324 (100.0% shares, 0.0% debt)

Holdings (184)

CGCP CAPITAL GRP FIXED INCM ETF T 8.4%
Value ($000) $60,127 Shares 2,678,280 Est. Cost $22.53 Unrealized
VOO VANGUARD INDEX FDS 6.5%
Value ($000) $46,909 Shares 91,279 Est. Cost $363.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 6.0%
Value ($000) $43,082 Shares 1,208,802 Est. Cost $28.50 Unrealized
VXUS VANGUARD STAR FDS 4.5%
Value ($000) $32,290 Shares 519,970 Est. Cost $56.27 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 4.1%
Value ($000) $29,434 Shares 881,268 Est. Cost $25.62 Unrealized
SCHD SCHWAB STRATEGIC TR 3.7%
Value ($000) $26,329 Shares 941,678 Est. Cost $37.26 Unrealized
PG PROCTER AND GAMBLE CO 3.0%
Value ($000) $21,780 Shares 127,803 Est. Cost $117.09 Unrealized +40.0%
FBND FIDELITY MERRIMACK STR TR 2.9%
Value ($000) $20,877 Shares 457,335 Est. Cost $45.70 Unrealized
TCAF T ROWE PRICE ETF INC 2.9%
Value ($000) $20,505 Shares 635,221 Est. Cost $32.81 Unrealized
AGG ISHARES TR 2.7%
Value ($000) $19,183 Shares 193,925 Est. Cost $98.29 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.6%
Value ($000) $18,705 Shares 369,446 Est. Cost $50.46 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 2.4%
Value ($000) $16,853 Shares 688,423 Est. Cost $22.38 Unrealized
SCHG SCHWAB STRATEGIC TR 2.3%
Value ($000) $16,753 Shares 669,065 Est. Cost $41.66 Unrealized
TMSL T ROWE PRICE ETF INC 1.9%
Value ($000) $13,878 Shares 455,308 Est. Cost $31.19 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $13,046 Shares 58,730 Est. Cost $111.07 Unrealized +107.8%
VTV VANGUARD INDEX FDS 1.8%
Value ($000) $12,900 Shares 74,680 Est. Cost $170.84 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.6%
Value ($000) $11,346 Shares 331,274 Est. Cost $25.33 Unrealized
BND VANGUARD BD INDEX FDS 1.6%
Value ($000) $11,151 Shares 151,818 Est. Cost $73.32 Unrealized
TCHP T ROWE PRICE ETF INC 1.5%
Value ($000) $10,865 Shares 285,251 Est. Cost $29.68 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $9,424 Shares 158,657 Est. Cost $59.59 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 1.3%
Value ($000) $9,423 Shares 365,103 Est. Cost $25.46 Unrealized
DIVO AMPLIFY ETF TR 1.2%
Value ($000) $8,848 Shares 217,016 Est. Cost $36.19 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 1.2%
Value ($000) $8,844 Shares 312,168 Est. Cost $21.87 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $8,589 Shares 22,881 Est. Cost $201.29 Unrealized +101.2%
CGMS CAPITAL GRP FIXED INCM ETF T 1.2%
Value ($000) $8,501 Shares 311,399 Est. Cost $26.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $8,181 Shares 42,174 Est. Cost $123.44 Unrealized
THYF T ROWE PRICE ETF INC 1.1%
Value ($000) $8,090 Shares 157,492 Est. Cost $50.67 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $5,791 Shares 30,436 Est. Cost $123.10 Unrealized +76.3%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $5,567 Shares 22,694 Est. Cost $109.96 Unrealized +128.2%
BSCR INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $5,025 Shares 256,496 Est. Cost $19.08 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.7%
Value ($000) $4,997 Shares 192,359 Est. Cost $24.32 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $4,900 Shares 29,269 Est. Cost $144.12 Unrealized +45.6%
META META PLATFORMS INC 0.7%
Value ($000) $4,882 Shares 8,470 Est. Cost $307.34 Unrealized +109.3%
V VISA INC 0.7%
Value ($000) $4,803 Shares 13,704 Est. Cost $193.59 Unrealized +73.7%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $4,696 Shares 241,045 Est. Cost $19.79 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $4,552 Shares 78,007 Est. Cost $58.35 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $4,346 Shares 11,858 Est. Cost $272.13 Unrealized +39.9%
CINF CINCINNATI FINL CORP 0.6%
Value ($000) $4,292 Shares 29,056 Est. Cost $84.15 Unrealized +63.6%
GOOG ALPHABET INC 0.6%
Value ($000) $4,254 Shares 27,229 Est. Cost $108.81 Unrealized +67.7%
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.6%
Value ($000) $4,203 Shares 167,070 Est. Cost $24.79 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $3,584 Shares 176,115 Est. Cost $19.62 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $3,579 Shares 193,121 Est. Cost $18.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,516 Shares 6,713 Est. Cost $293.22 Unrealized +70.3%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,410 Shares 31,466 Est. Cost $102.71 Unrealized +23.4%
RTX RTX CORPORATION 0.5%
Value ($000) $3,363 Shares 25,386 Est. Cost $84.33 Unrealized +47.9%
BSCU INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $3,080 Shares 185,652 Est. Cost $16.59 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $2,986 Shares 14,919 Est. Cost $152.99 Unrealized +27.9%
ABT ABBOTT LABS 0.4%
Value ($000) $2,853 Shares 21,511 Est. Cost $88.85 Unrealized +41.2%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,588 Shares 120,220 Est. Cost $38.11 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,449 Shares 11,690 Est. Cost $151.29 Unrealized +25.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,387 Shares 2,890 Est. Cost $301.92 Unrealized +173.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,221 Shares 7,109 Est. Cost $245.63 Unrealized +19.2%
LIN LINDE PLC 0.3%
Value ($000) $2,218 Shares 4,763 Est. Cost $340.63 Unrealized +30.5%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $2,205 Shares 34,777 Est. Cost $41.87 Unrealized +57.1%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,143 Shares 8,783 Est. Cost $102.11 Unrealized +118.7%
CME CME GROUP INC 0.3%
Value ($000) $1,938 Shares 7,304 Est. Cost $179.00 Unrealized +35.4%
AMGN AMGEN INC 0.3%
Value ($000) $1,920 Shares 6,163 Est. Cost $281.17 Unrealized +2.2%
CRM SALESFORCE INC 0.3%
Value ($000) $1,855 Shares 6,913 Est. Cost $283.78 Unrealized +8.9%
FFBC FIRST FINL BANCORP OH 0.3%
Value ($000) $1,798 Shares 71,975 Est. Cost $14.50 Unrealized +77.7%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,746 Shares 3,196 Est. Cost $240.19 Unrealized +145.9%
BIL SPDR SER TR 0.2%
Value ($000) $1,664 Shares 18,141 Est. Cost $91.72 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,650 Shares 10,672 Est. Cost $138.54 Unrealized +30.4%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,618 Shares 78,221 Est. Cost $20.93 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,607 Shares 9,141 Est. Cost $141.25 Unrealized +29.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,571 Shares 22,159 Est. Cost $72.50 Unrealized -5.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,564 Shares 66,737 Est. Cost $39.52 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,521 Shares 2,994 Est. Cost $332.45 Unrealized +52.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,518 Shares 12,443 Est. Cost $82.67 Unrealized +33.7%
UNP UNION PAC CORP 0.2%
Value ($000) $1,514 Shares 6,407 Est. Cost $227.24 Unrealized +3.7%
TRP TC ENERGY CORP 0.2%
Value ($000) $1,511 Shares 32,011 Est. Cost $36.27 Unrealized +25.4%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,496 Shares 30,153 Est. Cost $49.75 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,434 Shares 1,538 Est. Cost $58.02 Unrealized +63.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,408 Shares 8,873 Est. Cost $86.87 Unrealized +57.7%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,365 Shares 3,138 Est. Cost $342.61 Unrealized +15.1%
TSLA TESLA INC 0.2%
Value ($000) $1,340 Shares 5,171 Est. Cost $217.25 Unrealized +53.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,322 Shares 5,316 Est. Cost $157.64 Unrealized +51.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,298 Shares 4,824 Est. Cost $254.71 Unrealized +14.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,293 Shares 7,194 Est. Cost $158.94 Unrealized +14.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,286 Shares 7,685 Est. Cost $123.10 Unrealized +22.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,261 Shares 5,953 Est. Cost $185.67 Unrealized +6.9%
ARMK ARAMARK 0.2%
Value ($000) $1,237 Shares 35,829 Est. Cost $27.28 Unrealized +33.3%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,234 Shares 10,134 Est. Cost $102.31 Unrealized +17.4%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,226 Shares 17,656 Est. Cost $75.31 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,226 Shares 3,716 Est. Cost $259.54 Unrealized +35.6%
CGMU CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $1,177 Shares 43,880 Est. Cost $26.49 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $1,165 Shares 1,428 Est. Cost $597.71 Unrealized +47.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,144 Shares 27,417 Est. Cost $25.36 Unrealized +72.0%
PCG PG&E CORP 0.1%
Value ($000) $1,069 Shares 62,223 Est. Cost $16.73 Unrealized -1.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,027 Shares 1,085 Est. Cost $544.32 Unrealized +78.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,015 Shares 1,814 Est. Cost $443.07 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,008 Shares 27,328 Est. Cost $36.38 Unrealized -3.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $986 Shares 21,728 Est. Cost $37.32 Unrealized +6.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $986 Shares 5,937 Est. Cost $106.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $981 Shares 1,980 Est. Cost $396.70 Unrealized +39.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $963 Shares 3,153 Est. Cost $177.19 Unrealized +66.7%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $919 Shares 12,613 Est. Cost $59.35 Unrealized +21.4%
URI UNITED RENTALS INC 0.1%
Value ($000) $894 Shares 1,427 Est. Cost $656.55 Unrealized +3.9%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $888 Shares 28,838 Est. Cost $30.69 Unrealized -3.7%
KR KROGER CO 0.1%
Value ($000) $874 Shares 12,914 Est. Cost $40.44 Unrealized +54.0%
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $854 Shares 33,639 Est. Cost $23.75 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $853 Shares 2,444 Est. Cost $232.84 Unrealized +49.5%
PEP PEPSICO INC 0.1%
Value ($000) $839 Shares 5,596 Est. Cost $127.95 Unrealized +12.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $830 Shares 1,559 Est. Cost $314.29 Unrealized +54.7%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $825 Shares 4,016 Est. Cost $159.29 Unrealized +46.4%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $804 Shares 2,790 Est. Cost $142.97 Unrealized +122.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $765 Shares 20,193 Est. Cost $43.72 Unrealized -13.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $763 Shares 6,418 Est. Cost $73.25 Unrealized +46.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $762 Shares 3,719 Est. Cost $210.51 Unrealized +3.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $747 Shares 13,074 Est. Cost $55.48 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $737 Shares 533 Est. Cost $703.29 Unrealized +77.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $728 Shares 1,553 Est. Cost $360.10 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $719 Shares 7,530 Est. Cost $47.47 Unrealized +129.5%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $717 Shares 17,336 Est. Cost $39.61 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $699 Shares 1,275 Est. Cost $524.67 Unrealized +3.3%
IJR ISHARES TR 0.1%
Value ($000) $690 Shares 6,597 Est. Cost $91.96 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $680 Shares 13,553 Est. Cost $61.50 Unrealized -11.6%
CGSM CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $658 Shares 25,300 Est. Cost $25.99 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $620 Shares 8,650 Est. Cost $58.23 Unrealized +11.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $606 Shares 2,142 Est. Cost $124.08 Unrealized +97.7%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $603 Shares 11,858 Est. Cost $50.62 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $590 Shares 3,217 Est. Cost $247.80 Unrealized -28.3%
LOW LOWES COS INC 0.1%
Value ($000) $585 Shares 2,509 Est. Cost $107.74 Unrealized +124.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $582 Shares 1,137 Est. Cost $357.76 Unrealized +31.4%
WMT WALMART INC 0.1%
Value ($000) $549 Shares 6,254 Est. Cost $56.83 Unrealized +63.6%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $538 Shares 4,962 Est. Cost $94.57 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $527 Shares 1,087 Est. Cost $424.21 Unrealized +9.9%
CTAS CINTAS CORP 0.1%
Value ($000) $524 Shares 2,552 Est. Cost $179.79 Unrealized +10.0%
BA BOEING CO 0.1%
Value ($000) $523 Shares 3,067 Est. Cost $171.47 Unrealized +0.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $515 Shares 1,650 Est. Cost $338.57 Unrealized +3.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $508 Shares 3,065 Est. Cost $144.74 Unrealized +5.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $484 Shares 1,793 Est. Cost $189.82 Unrealized +35.4%
EOSE EOS ENERGY ENTERPRISES INC 0.1%
Value ($000) $478 Shares 126,507 Est. Cost $2.66 Unrealized +82.9%
EOG EOG RES INC 0.1%
Value ($000) $474 Shares 3,699 Est. Cost $103.92 Unrealized +20.4%
MS MORGAN STANLEY 0.1%
Value ($000) $469 Shares 4,019 Est. Cost $121.93 Unrealized +3.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $466 Shares 7,557 Est. Cost $49.71 Unrealized +20.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $465 Shares 6,854 Est. Cost $59.75 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $451 Shares 7,521 Est. Cost $43.52 Unrealized +17.3%
CLX CLOROX CO DEL 0.1%
Value ($000) $437 Shares 2,967 Est. Cost $139.80 Unrealized +5.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $417 Shares 6,833 Est. Cost $47.33 Unrealized +17.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $403 Shares 2,621 Est. Cost $129.97 Unrealized +22.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $390 Shares 588 Est. Cost $666.00 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $384 Shares 12,846 Est. Cost $28.41 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $368 Shares 1,206 Est. Cost $217.01 Unrealized +60.4%
ZSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $367 Shares 14,713 Est. Cost $24.87 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $365 Shares 10,062 Est. Cost $30.73 Unrealized +6.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $346 Shares 1,714 Est. Cost $215.65 Unrealized +23.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $345 Shares 4,409 Est. Cost $60.82 Unrealized +27.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $336 Shares 3,428 Est. Cost $86.80 Unrealized +16.4%
CSX CSX CORP 0.0%
Value ($000) $330 Shares 11,207 Est. Cost $29.72 Unrealized +5.3%
WELL WELLTOWER INC 0.0%
Value ($000) $321 Shares 2,097 Est. Cost $140.30 Unrealized 0.0%
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $315 Shares 7,525 Est. Cost $31.91 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $311 Shares 2,761 Est. Cost $60.23 Unrealized +120.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $311 Shares 9,107 Est. Cost $27.37 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $309 Shares 2,943 Est. Cost $67.16 Unrealized +44.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $304 Shares 2,713 Est. Cost $100.53 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $280 Shares 3,217 Est. Cost $76.16 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $272 Shares 4,018 Est. Cost $57.99 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $268 Shares 931 Est. Cost $215.01 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $263 Shares 1,880 Est. Cost $150.04 Unrealized +7.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $263 Shares 414 Est. Cost $964.05 Unrealized -29.0%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $261 Shares 1,984 Est. Cost $120.97 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $259 Shares 1,678 Est. Cost $143.17 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $253 Shares 10,944 Est. Cost $35.75 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $250 Shares 16,902 Est. Cost $13.08 Unrealized +9.0%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $249 Shares 5,857 Est. Cost $40.04 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $242 Shares 2,692 Est. Cost $89.46 Unrealized +0.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $241 Shares 2,990 Est. Cost $85.82 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $238 Shares 122 Est. Cost $1984.94 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $237 Shares 349 Est. Cost $520.57 Unrealized +37.3%
PFE PFIZER INC 0.0%
Value ($000) $235 Shares 9,292 Est. Cost $27.39 Unrealized -9.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $232 Shares 673 Est. Cost $313.31 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $228 Shares 2,541 Est. Cost $87.41 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $222 Shares 1,298 Est. Cost $170.73 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $220 Shares 494 Est. Cost $380.86 Unrealized +17.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $220 Shares 2,606 Est. Cost $87.82 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $219 Shares 1,830 Est. Cost $149.89 Unrealized -10.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $213 Shares 2,454 Est. Cost $95.73 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $212 Shares 2,887 Est. Cost $73.49 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $209 Shares 691 Est. Cost $276.25 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $208 Shares 853 Est. Cost $251.92 Unrealized +0.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $203 Shares 837 Est. Cost $144.85 Unrealized +60.1%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $110 Shares 15,617 Est. Cost $4.63 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value ($000) $70 Shares 10,428 Est. Cost $7.16 Unrealized 0.0%
KRMD KORU MEDICAL SYSTEMS INC 0.0%
Value ($000) $38 Shares 15,075 Est. Cost $8.87 Unrealized -58.1%