Capstone Triton Financial Group, LLC Diversified Active

CIK: 0001811805 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Jan 28, 2021

Total Value ($000): $163,302 (100.0% shares, 0.0% debt)

Holdings (349)

AAPL APPLE INC COM 8.0%
Value ($000) $12,989 Shares 97,893 Est. Cost $117.01 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 7.6%
Value ($000) $12,446 Shares 104,108 Est. Cost $119.55 Unrealized
SHOP SHOPIFY INC CL A 4.9%
Value ($000) $7,961 Shares 7,033 Est. Cost $104.97 Unrealized 0.0%
AMZN AMAZON COM INC COM 4.0%
Value ($000) $6,468 Shares 1,986 Est. Cost $159.58 Unrealized 0.0%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 3.2%
Value ($000) $5,286 Shares 164,679 Est. Cost $32.10 Unrealized
MDB MONGODB INC CL A 3.1%
Value ($000) $5,134 Shares 14,299 Est. Cost $279.28 Unrealized 0.0%
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $4,136 Shares 18,595 Est. Cost $206.04 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 2.4%
Value ($000) $3,865 Shares 37,879 Est. Cost $102.04 Unrealized
PYPL PAYPAL HLDGS INC COM 2.0%
Value ($000) $3,234 Shares 13,807 Est. Cost $206.72 Unrealized 0.0%
ABT ABBOTT LABS COM 1.8%
Value ($000) $2,934 Shares 26,794 Est. Cost $99.26 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $2,853 Shares 48,566 Est. Cost $43.98 Unrealized 0.0%
WMT WALMART INC COM 1.7%
Value ($000) $2,769 Shares 19,212 Est. Cost $45.24 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 1.7%
Value ($000) $2,711 Shares 20,888 Est. Cost $110.61 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $2,696 Shares 1,539 Est. Cost $83.74 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 1.6%
Value ($000) $2,643 Shares 12,973 Est. Cost $203.73 Unrealized
BANF BANCFIRST CORP COM 1.5%
Value ($000) $2,479 Shares 42,236 Est. Cost $46.58 Unrealized 0.0%
CSCO CISCO SYS INC COM 1.5%
Value ($000) $2,475 Shares 55,305 Est. Cost $35.27 Unrealized 0.0%
INTC INTEL CORP COM 1.5%
Value ($000) $2,438 Shares 48,938 Est. Cost $44.02 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 1.5%
Value ($000) $2,400 Shares 51,500 Est. Cost $40.31 Unrealized 0.0%
DIS DISNEY WALT CO COM 1.5%
Value ($000) $2,391 Shares 13,199 Est. Cost $140.23 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 1.4%
Value ($000) $2,211 Shares 25,625 Est. Cost $70.69 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 1.3%
Value ($000) $2,129 Shares 16,079 Est. Cost $111.79 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 1.2%
Value ($000) $1,887 Shares 25,082 Est. Cost $75.23 Unrealized
KO COCA COLA CO COM 1.1%
Value ($000) $1,726 Shares 31,467 Est. Cost $44.27 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $1,704 Shares 7,347 Est. Cost $220.20 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $1,641 Shares 17,928 Est. Cost $91.53 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 1.0%
Value ($000) $1,628 Shares 12,246 Est. Cost $122.19 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 1.0%
Value ($000) $1,574 Shares 16,953 Est. Cost $92.84 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.9%
Value ($000) $1,543 Shares 9,714 Est. Cost $158.84 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.9%
Value ($000) $1,499 Shares 56,354 Est. Cost $26.60 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.9%
Value ($000) $1,441 Shares 6,422 Est. Cost $199.71 Unrealized 0.0%
MRK MERCK & CO. INC COM 0.9%
Value ($000) $1,433 Shares 17,518 Est. Cost $64.85 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.9%
Value ($000) $1,428 Shares 38,813 Est. Cost $36.79 Unrealized
CANOPY GROWTH CORP COM 0.9%
Value ($000) $1,422 Shares 57,716 Est. Cost $24.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $1,346 Shares 10,693 Est. Cost $93.41 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.8%
Value ($000) $1,310 Shares 36,120 Est. Cost $28.88 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.8%
Value ($000) $1,300 Shares 15,621 Est. Cost $83.22 Unrealized
KHC KRAFT HEINZ CO COM 0.8%
Value ($000) $1,288 Shares 37,153 Est. Cost $25.55 Unrealized 0.0%
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.8%
Value ($000) $1,266 Shares 55,794 Est. Cost $22.69 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $1,225 Shares 33,267 Est. Cost $28.63 Unrealized 0.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.7%
Value ($000) $1,111 Shares 36,185 Est. Cost $30.70 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.6%
Value ($000) $1,038 Shares 31,151 Est. Cost $33.32 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.6%
Value ($000) $993 Shares 3,709 Est. Cost $267.73 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF 0.6%
Value ($000) $908 Shares 49,688 Est. Cost $18.27 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.5%
Value ($000) $829 Shares 8,125 Est. Cost $102.03 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.5%
Value ($000) $788 Shares 5,739 Est. Cost $137.31 Unrealized
MMIN IQ MACKAY MUNICIPAL INSURED ETF 0.5%
Value ($000) $782 Shares 28,296 Est. Cost $27.64 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $756 Shares 2,013 Est. Cost $375.56 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.4%
Value ($000) $677 Shares 17,062 Est. Cost $39.68 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $655 Shares 2,996 Est. Cost $197.22 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.4%
Value ($000) $653 Shares 20,485 Est. Cost $32.31 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.4%
Value ($000) $610 Shares 4,137 Est. Cost $111.68 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.4%
Value ($000) $593 Shares 1,311 Est. Cost $390.57 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $527 Shares 9,559 Est. Cost $55.13 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $523 Shares 1,002 Est. Cost $13.35 Unrealized 0.0%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $499 Shares 8,795 Est. Cost $56.74 Unrealized
ECL ECOLAB INC COM 0.3%
Value ($000) $455 Shares 2,103 Est. Cost $197.47 Unrealized 0.0%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.3%
Value ($000) $435 Shares 5,258 Est. Cost $82.73 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $427 Shares 5,745 Est. Cost $60.02 Unrealized 0.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $426 Shares 3,975 Est. Cost $78.94 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.3%
Value ($000) $420 Shares 4,393 Est. Cost $84.81 Unrealized 0.0%
DOV DOVER CORP COM 0.3%
Value ($000) $419 Shares 3,319 Est. Cost $111.11 Unrealized 0.0%
HAS HASBRO INC COM 0.3%
Value ($000) $419 Shares 4,484 Est. Cost $72.61 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.3%
Value ($000) $413 Shares 4,732 Est. Cost $70.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $412 Shares 561 Est. Cost $226.70 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $411 Shares 1,091 Est. Cost $347.39 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.2%
Value ($000) $407 Shares 4,228 Est. Cost $88.75 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $403 Shares 3,441 Est. Cost $95.08 Unrealized 0.0%
CHD CHURCH & DWIGHT INC COM 0.2%
Value ($000) $399 Shares 4,575 Est. Cost $83.37 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $398 Shares 13,831 Est. Cost $15.38 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $395 Shares 1,954 Est. Cost $176.37 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $375 Shares 4,666 Est. Cost $66.82 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $371 Shares 9,276 Est. Cost $30.72 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $368 Shares 1,947 Est. Cost $164.87 Unrealized 0.0%
AFL AFLAC INC COM 0.2%
Value ($000) $364 Shares 8,196 Est. Cost $36.33 Unrealized 0.0%
ZENDESK INC COM 0.2%
Value ($000) $361 Shares 2,524 Est. Cost $143.03 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $352 Shares 9,785 Est. Cost $35.97 Unrealized
AGNC AGNC INVT CORP COM 0.2%
Value ($000) $351 Shares 22,529 Est. Cost $15.58 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $351 Shares 5,021 Est. Cost $47.97 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $348 Shares 1 Est. Cost $330761.80 Unrealized 0.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $344 Shares 2,321 Est. Cost $121.24 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $337 Shares 3,115 Est. Cost $108.19 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $335 Shares 1,563 Est. Cost $193.25 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $309 Shares 1,457 Est. Cost $155.87 Unrealized 0.0%
TSLA TESLA INC COM 0.2%
Value ($000) $302 Shares 428 Est. Cost $170.65 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $291 Shares 2,239 Est. Cost $129.97 Unrealized
MRNA MODERNA INC COM 0.2%
Value ($000) $280 Shares 2,684 Est. Cost $101.17 Unrealized 0.0%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.2%
Value ($000) $279 Shares 5,570 Est. Cost $50.09 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $277 Shares 4,074 Est. Cost $67.99 Unrealized
VIACOMCBS INC CL B 0.2%
Value ($000) $273 Shares 7,328 Est. Cost $37.25 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $268 Shares 1,882 Est. Cost $142.40 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $263 Shares 2,682 Est. Cost $98.06 Unrealized
IQ S&P HIGH YIELD LOW VOLATILITY BOND ETF 0.2%
Value ($000) $257 Shares 10,089 Est. Cost $25.47 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $252 Shares 4,083 Est. Cost $61.72 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $243 Shares 4,758 Est. Cost $51.07 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $228 Shares 857 Est. Cost $242.47 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $227 Shares 4,416 Est. Cost $51.40 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $226 Shares 129 Est. Cost $83.49 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $219 Shares 470 Est. Cost $462.59 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $219 Shares 587 Est. Cost $373.08 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $219 Shares 1,560 Est. Cost $115.62 Unrealized 0.0%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $217 Shares 3,137 Est. Cost $69.17 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $213 Shares 1,527 Est. Cost $119.44 Unrealized 0.0%
NKE NIKE INC CL B 0.1%
Value ($000) $212 Shares 1,501 Est. Cost $123.21 Unrealized 0.0%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.1%
Value ($000) $211 Shares 7,313 Est. Cost $28.85 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $210 Shares 2,284 Est. Cost $91.94 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $206 Shares 1,606 Est. Cost $128.27 Unrealized
GUESS INC COM 0.1%
Value ($000) $201 Shares 8,895 Est. Cost $22.60 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $200 Shares 1,762 Est. Cost $113.51 Unrealized
DRAFTKINGS INC COM CL A 0.1%
Value ($000) $198 Shares 4,245 Est. Cost $46.64 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $198 Shares 2,177 Est. Cost $90.95 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $196 Shares 5,444 Est. Cost $36.00 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $194 Shares 1,207 Est. Cost $160.73 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $194 Shares 2,870 Est. Cost $67.60 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.1%
Value ($000) $192 Shares 16,082 Est. Cost $11.33 Unrealized 0.0%
BUNGE LIMITED COM 0.1%
Value ($000) $188 Shares 2,864 Est. Cost $65.64 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $188 Shares 6,382 Est. Cost $29.46 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $187 Shares 684 Est. Cost $272.24 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $186 Shares 3,025 Est. Cost $49.52 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $186 Shares 525 Est. Cost $354.29 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $184 Shares 8,476 Est. Cost $21.71 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $179 Shares 3,277 Est. Cost $54.62 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $179 Shares 1,408 Est. Cost $98.14 Unrealized 0.0%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $179 Shares 1,533 Est. Cost $116.76 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $175 Shares 3,441 Est. Cost $50.86 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $175 Shares 3,887 Est. Cost $45.02 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.1%
Value ($000) $175 Shares 2,294 Est. Cost $76.29 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $173 Shares 2,086 Est. Cost $82.93 Unrealized
JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF 0.1%
Value ($000) $169 Shares 5,438 Est. Cost $31.08 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $165 Shares 1,864 Est. Cost $88.52 Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.1%
Value ($000) $159 Shares 3,356 Est. Cost $40.08 Unrealized 0.0%
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $157 Shares 3,302 Est. Cost $47.55 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $156 Shares 5,094 Est. Cost $30.62 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.1%
Value ($000) $144 Shares 3,353 Est. Cost $42.95 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $133 Shares 2,013 Est. Cost $66.07 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $133 Shares 1,525 Est. Cost $87.21 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $132 Shares 1,032 Est. Cost $127.91 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $124 Shares 2,127 Est. Cost $58.30 Unrealized
CDLX CARDLYTICS INC COM 0.1%
Value ($000) $124 Shares 871 Est. Cost $106.66 Unrealized 0.0%
CONTINENTAL RES INC COM 0.1%
Value ($000) $123 Shares 7,545 Est. Cost $16.30 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $119 Shares 759 Est. Cost $127.53 Unrealized 0.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.1%
Value ($000) $116 Shares 2,307 Est. Cost $50.28 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $115 Shares 683 Est. Cost $136.91 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $114 Shares 417 Est. Cost $280.15 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $113 Shares 321 Est. Cost $308.19 Unrealized 0.0%
SHOO MADDEN STEVEN LTD COM 0.1%
Value ($000) $110 Shares 3,110 Est. Cost $25.49 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $104 Shares 301 Est. Cost $345.51 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.1%
Value ($000) $103 Shares 1,464 Est. Cost $70.36 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $100 Shares 185 Est. Cost $50.70 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $100 Shares 450 Est. Cost $196.00 Unrealized 0.0%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $91 Shares 2,720 Est. Cost $33.46 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $91 Shares 1,588 Est. Cost $57.30 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $87 Shares 1,302 Est. Cost $66.82 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 0.1%
Value ($000) $86 Shares 1,663 Est. Cost $51.71 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $86 Shares 5,629 Est. Cost $15.28 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $85 Shares 746 Est. Cost $113.94 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $85 Shares 3,117 Est. Cost $27.27 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $84 Shares 196 Est. Cost $398.27 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $84 Shares 6,164 Est. Cost $9.94 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $81 Shares 671 Est. Cost $103.87 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $81 Shares 2,152 Est. Cost $33.81 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $80 Shares 522 Est. Cost $139.36 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $78 Shares 3,618 Est. Cost $17.78 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $78 Shares 2,847 Est. Cost $21.89 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $76 Shares 1,188 Est. Cost $63.97 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $76 Shares 904 Est. Cost $65.02 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $74 Shares 1,090 Est. Cost $60.07 Unrealized 0.0%
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $74 Shares 2,323 Est. Cost $31.86 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $70 Shares 1,672 Est. Cost $42.11 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $69 Shares 719 Est. Cost $95.97 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $66 Shares 579 Est. Cost $107.76 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $46.56 Unrealized 0.0%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $64 Shares 477 Est. Cost $63.79 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $64 Shares 493 Est. Cost $29.29 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $64 Shares 925 Est. Cost $51.88 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $64 Shares 300 Est. Cost $192.22 Unrealized 0.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $63 Shares 258 Est. Cost $244.19 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $63 Shares 178 Est. Cost $318.96 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $61 Shares 3,048 Est. Cost $15.63 Unrealized 0.0%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $60 Shares 2,414 Est. Cost $21.29 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $60 Shares 595 Est. Cost $100.84 Unrealized
FRANCHISE GROUP INC COM 0.0%
Value ($000) $60 Shares 1,983 Est. Cost $30.26 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $59 Shares 428 Est. Cost $137.85 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $58 Shares 502 Est. Cost $97.11 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $57 Shares 346 Est. Cost $155.43 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $56 Shares 305 Est. Cost $153.98 Unrealized 0.0%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $56 Shares 1,123 Est. Cost $49.87 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $56 Shares 1,478 Est. Cost $37.89 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $56 Shares 213 Est. Cost $262.91 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 1,454 Est. Cost $37.83 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $55 Shares 260 Est. Cost $198.05 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $54 Shares 143 Est. Cost $340.30 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $54 Shares 58 Est. Cost $87.68 Unrealized 0.0%
QIAGEN NV SHS NEW 0.0%
Value ($000) $54 Shares 1,025 Est. Cost $52.68 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $54 Shares 797 Est. Cost $56.47 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $53 Shares 384 Est. Cost $123.16 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $52 Shares 146 Est. Cost $323.35 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $52 Shares 227 Est. Cost $196.32 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $51 Shares 1,202 Est. Cost $33.17 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $51 Shares 748 Est. Cost $55.22 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.00 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $50 Shares 431 Est. Cost $105.23 Unrealized 0.0%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $49 Shares 213 Est. Cost $230.05 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $48 Shares 531 Est. Cost $79.46 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $48 Shares 1,128 Est. Cost $30.06 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $47 Shares 980 Est. Cost $47.96 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $47 Shares 1,144 Est. Cost $30.36 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $47 Shares 428 Est. Cost $97.95 Unrealized 0.0%
PGNY PROGYNY INC COM 0.0%
Value ($000) $47 Shares 1,115 Est. Cost $32.53 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $47 Shares 227 Est. Cost $188.09 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $46 Shares 454 Est. Cost $88.59 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $46 Shares 92 Est. Cost $483.11 Unrealized 0.0%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $46 Shares 928 Est. Cost $49.57 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $45 Shares 2,871 Est. Cost $9.51 Unrealized 0.0%
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value ($000) $45 Shares 327 Est. Cost $130.66 Unrealized 0.0%
NEVRO CORP COM 0.0%
Value ($000) $45 Shares 258 Est. Cost $174.42 Unrealized
INPHI CORP COM 0.0%
Value ($000) $45 Shares 278 Est. Cost $161.87 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $45 Shares 1,119 Est. Cost $40.21 Unrealized
IHS MARKIT LTD SHS 0.0%
Value ($000) $44 Shares 491 Est. Cost $89.61 Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $44 Shares 429 Est. Cost $72.56 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $43 Shares 464 Est. Cost $92.67 Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $43 Shares 211 Est. Cost $192.39 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $43 Shares 1,040 Est. Cost $41.35 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $40 Shares 726 Est. Cost $55.10 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $38 Shares 145 Est. Cost $223.05 Unrealized 0.0%
NTRA NATERA INC COM 0.0%
Value ($000) $37 Shares 367 Est. Cost $83.55 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $36 Shares 1,209 Est. Cost $23.04 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 500 Est. Cost $72.00 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $35 Shares 201 Est. Cost $161.42 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $35 Shares 1,335 Est. Cost $19.45 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $34 Shares 1,159 Est. Cost $29.34 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $68.00 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $32 Shares 473 Est. Cost $67.65 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $32 Shares 2,011 Est. Cost $13.86 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $32 Shares 289 Est. Cost $86.64 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $31 Shares 180 Est. Cost $117.52 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $31 Shares 384 Est. Cost $87.40 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $31 Shares 125 Est. Cost $263.35 Unrealized 0.0%
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $30 Shares 558 Est. Cost $49.64 Unrealized 0.0%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $29 Shares 476 Est. Cost $59.38 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $29 Shares 475 Est. Cost $42.37 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $29 Shares 622 Est. Cost $40.18 Unrealized 0.0%
EVERBRIDGE INC COM 0.0%
Value ($000) $29 Shares 195 Est. Cost $148.72 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $28 Shares 226 Est. Cost $123.89 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $28 Shares 192 Est. Cost $145.83 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $28 Shares 612 Est. Cost $45.75 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $27 Shares 1,400 Est. Cost $19.29 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $26 Shares 560 Est. Cost $42.06 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $25 Shares 157 Est. Cost $144.06 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $25 Shares 155 Est. Cost $137.14 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $25 Shares 162 Est. Cost $130.07 Unrealized 0.0%
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $24 Shares 273 Est. Cost $87.91 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $24 Shares 3,811 Est. Cost $6.30 Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $24 Shares 449 Est. Cost $45.19 Unrealized 0.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $24 Shares 322 Est. Cost $74.53 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $24 Shares 491 Est. Cost $34.11 Unrealized 0.0%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $24 Shares 656 Est. Cost $36.59 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $24 Shares 395 Est. Cost $60.76 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $16.62 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $23 Shares 128 Est. Cost $179.69 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 176 Est. Cost $130.68 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $23 Shares 143 Est. Cost $148.05 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $23 Shares 452 Est. Cost $50.88 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 85 Est. Cost $270.59 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $22 Shares 101 Est. Cost $193.27 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $22 Shares 323 Est. Cost $68.11 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $22 Shares 441 Est. Cost $49.89 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $22 Shares 108 Est. Cost $178.73 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $22 Shares 292 Est. Cost $58.84 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $22 Shares 340 Est. Cost $52.89 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $22 Shares 404 Est. Cost $54.46 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 226 Est. Cost $97.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $22 Shares 308 Est. Cost $58.43 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $22 Shares 350 Est. Cost $45.59 Unrealized 0.0%
SIXTH STREET SPECIALTY LENDNIN 4.5 08/01/2022 0.0%
Value ($000) $22 Shares 20,000 Est. Cost $1.10 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $21 Shares 60 Est. Cost $350.00 Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $21 Shares 153 Est. Cost $137.25 Unrealized
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.38 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.00 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $21 Shares 206 Est. Cost $74.56 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $263.53 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $42.44 Unrealized 0.0%
AVALARA INC COM 0.0%
Value ($000) $20 Shares 122 Est. Cost $163.93 Unrealized
MCY MERCURY GENL CORP NEW COM 0.0%
Value ($000) $20 Shares 390 Est. Cost $44.71 Unrealized 0.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $20 Shares 776 Est. Cost $25.77 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $20 Shares 185 Est. Cost $80.64 Unrealized 0.0%
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $19 Shares 241 Est. Cost $72.47 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $19 Shares 885 Est. Cost $16.89 Unrealized 0.0%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $18 Shares 231 Est. Cost $69.94 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $18 Shares 87 Est. Cost $178.06 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $18 Shares 112 Est. Cost $160.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 283 Est. Cost $63.60 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $18 Shares 75 Est. Cost $259.08 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $18 Shares 70 Est. Cost $230.63 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $17 Shares 350 Est. Cost $38.61 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $17 Shares 390 Est. Cost $43.59 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $17 Shares 86 Est. Cost $197.67 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $16 Shares 204 Est. Cost $65.64 Unrealized 0.0%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $16 Shares 201 Est. Cost $79.60 Unrealized
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value ($000) $16 Shares 413 Est. Cost $28.98 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 395 Est. Cost $37.97 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 478 Est. Cost $31.38 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $15 Shares 56 Est. Cost $197.01 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $15 Shares 186 Est. Cost $60.35 Unrealized 0.0%
PROSPECT CAP CORP 6.375 03/01/2025 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $15 Shares 295 Est. Cost $50.85 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $15 Shares 428 Est. Cost $35.05 Unrealized
VERX VERTEX INC CL A 0.0%
Value ($000) $15 Shares 437 Est. Cost $27.23 Unrealized 0.0%
CORE LABORATORIES N V COM 0.0%
Value ($000) $14 Shares 542 Est. Cost $25.83 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $14 Shares 167 Est. Cost $73.42 Unrealized 0.0%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $14 Shares 265 Est. Cost $52.83 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $14 Shares 117 Est. Cost $36.23 Unrealized 0.0%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $14 Shares 114 Est. Cost $114.31 Unrealized 0.0%
TREX TREX CO INC COM 0.0%
Value ($000) $14 Shares 165 Est. Cost $76.52 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 98 Est. Cost $142.86 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $14 Shares 126 Est. Cost $111.11 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 315 Est. Cost $41.27 Unrealized
ORBCOMM INC COM 0.0%
Value ($000) $13 Shares 1,731 Est. Cost $7.51 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $13 Shares 61 Est. Cost $213.11 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $13 Shares 61 Est. Cost $163.73 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $13 Shares 18 Est. Cost $722.22 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 158 Est. Cost $82.28 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $12 Shares 403 Est. Cost $23.66 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $144.87 Unrealized 0.0%
TABULA RASA HEALTHCARE INC COM 0.0%
Value ($000) $12 Shares 281 Est. Cost $42.70 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.00 Unrealized
NFIN TRITERRAS INC SHS CL A 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $10.91 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $12 Shares 515 Est. Cost $20.68 Unrealized 0.0%
PETIQ INC COM CL A 0.0%
Value ($000) $12 Shares 305 Est. Cost $39.34 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $12 Shares 505 Est. Cost $17.61 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $12 Shares 122 Est. Cost $98.36 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $11 Shares 120 Est. Cost $91.67 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $11 Shares 275 Est. Cost $24.90 Unrealized 0.0%
USPH U S PHYSICAL THERAPY INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $100.90 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $11 Shares 24 Est. Cost $34.82 Unrealized 0.0%
AQUABOUNTY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $9.17 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $11 Shares 35 Est. Cost $286.17 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $11 Shares 330 Est. Cost $33.33 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $11 Shares 66 Est. Cost $134.60 Unrealized 0.0%
AIRG AIRGAIN INC COM 0.0%
Value ($000) $11 Shares 600 Est. Cost $13.92 Unrealized 0.0%
SPSC SPS COMMERCE INC COM 0.0%
Value ($000) $11 Shares 99 Est. Cost $93.82 Unrealized 0.0%
RPD RAPID7 INC COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $71.52 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $10 Shares 182 Est. Cost $41.66 Unrealized 0.0%
EBIX INC COM NEW 0.0%
Value ($000) $10 Shares 266 Est. Cost $37.59 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $10 Shares 25 Est. Cost $350.97 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $10 Shares 473 Est. Cost $21.14 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $10 Shares 446 Est. Cost $22.42 Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $63.20 Unrealized 0.0%