Disciplined Investments, LLC Diversified Active

CIK: 0001812492 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $194,692 (100.0% shares, 0.0% debt)

Holdings (428)

IWD iShares Russell 1000 Value ETF 5.5%
Value ($000) $10,758 Shares 67,820 Est. Cost $134.20 Unrealized
IWF iShares Russell 1000 Growth ETF 5.2%
Value ($000) $10,197 Shares 37,560 Est. Cost $175.54 Unrealized
VNQ Vanguard US Real Estate ETF 3.6%
Value ($000) $7,049 Shares 69,252 Est. Cost $90.09 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 3.1%
Value ($000) $5,961 Shares 72,068 Est. Cost $81.80 Unrealized
VGSH Vanguard Short-Term Government Bond ETF 2.9%
Value ($000) $5,598 Shares 91,134 Est. Cost $61.27 Unrealized
CWB SPDR Convertible Securities ETF 2.7%
Value ($000) $5,327 Shares 61,420 Est. Cost $60.15 Unrealized
STIP iShares 0-5 Year TIPS ETF 2.5%
Value ($000) $4,797 Shares 45,126 Est. Cost $101.60 Unrealized
SCZ iShares EAFE Small Cap ETF 2.5%
Value ($000) $4,792 Shares 64,618 Est. Cost $63.01 Unrealized
VNQI Vanguard International Real Estate ETF 2.2%
Value ($000) $4,194 Shares 71,858 Est. Cost $53.85 Unrealized
SJNK SPDR Short-Term High Yield Bond ETF 2.0%
Value ($000) $3,928 Shares 142,418 Est. Cost $26.93 Unrealized
VWOB Vanguard Emerging Market Government Bond ETF 2.0%
Value ($000) $3,910 Shares 48,981 Est. Cost $79.23 Unrealized
EFG iShares EAFE Growth ETF 1.9%
Value ($000) $3,608 Shares 33,635 Est. Cost $77.85 Unrealized
MSFT Microsoft Corp 1.8%
Value ($000) $3,505 Shares 12,939 Est. Cost $171.18 Unrealized +43.0%
IVV iShares Core S&P 500 ETF 1.7%
Value ($000) $3,406 Shares 7,921 Est. Cost $322.16 Unrealized
EFA iShares EAFE ETF 1.7%
Value ($000) $3,382 Shares 42,881 Est. Cost $68.60 Unrealized
MDY SPDR S&P 400 Mid Cap ETF 1.7%
Value ($000) $3,233 Shares 6,585 Est. Cost $368.39 Unrealized
IWS iShares Russell Mid Cap Value ETF 1.7%
Value ($000) $3,230 Shares 28,088 Est. Cost $79.16 Unrealized
IWP iShares Russell Mid Cap Growth ETF 1.7%
Value ($000) $3,215 Shares 28,403 Est. Cost $122.10 Unrealized
IWM iShares Russell 2000 ETF 1.6%
Value ($000) $3,119 Shares 13,596 Est. Cost $160.51 Unrealized
DFAT DFA US Targeted Value ETF 1.5%
Value ($000) $3,006 Shares 67,083 Est. Cost $44.81 Unrealized
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $2,955 Shares 6,904 Est. Cost $337.10 Unrealized
VWO Vanguard Emerging Markets ETF 1.5%
Value ($000) $2,863 Shares 52,721 Est. Cost $43.09 Unrealized
JBHT JB Hunt Transport Services 1.4%
Value ($000) $2,728 Shares 16,743 Est. Cost $143.89 Unrealized +12.4%
PSX Phillips 66 1.3%
Value ($000) $2,578 Shares 30,045 Est. Cost $65.33 Unrealized +8.0%
PFF iShares Preferred Securities ETF 1.3%
Value ($000) $2,551 Shares 64,862 Est. Cost $37.50 Unrealized
VTIP Vanguard Short-Term TIPS ETF 1.3%
Value ($000) $2,482 Shares 47,359 Est. Cost $50.68 Unrealized
IJS iShares S&P 600 Value ETF 1.2%
Value ($000) $2,401 Shares 22,778 Est. Cost $121.04 Unrealized
VTV Vanguard US Large Cap Value ETF 1.2%
Value ($000) $2,297 Shares 16,713 Est. Cost $112.45 Unrealized
QQQ Invesco QQQ Trust 1.2%
Value ($000) $2,270 Shares 6,404 Est. Cost $222.06 Unrealized
VUG Vanguard US Large Cap Growth ETF 1.2%
Value ($000) $2,242 Shares 7,818 Est. Cost $228.22 Unrealized
EFV iShares EAFE Value ETF 1.1%
Value ($000) $2,105 Shares 40,665 Est. Cost $42.55 Unrealized
VBK Vanguard Small Cap Growth ETF 1.0%
Value ($000) $2,034 Shares 7,020 Est. Cost $225.60 Unrealized
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $1,956 Shares 32,112 Est. Cost $42.14 Unrealized +12.0%
IEMG iShares Core Emerging Markets ETF 1.0%
Value ($000) $1,949 Shares 29,097 Est. Cost $55.41 Unrealized
IWN iShares Russell 2000 Value ETF 0.9%
Value ($000) $1,819 Shares 10,974 Est. Cost $132.79 Unrealized
VGK Vanguard Europe ETF 0.9%
Value ($000) $1,782 Shares 26,498 Est. Cost $58.51 Unrealized
BSV Vanguard Short-Term Bond ETF 0.9%
Value ($000) $1,752 Shares 21,330 Est. Cost $80.91 Unrealized
IWO iShares Russell 2000 Growth ETF 0.8%
Value ($000) $1,596 Shares 5,121 Est. Cost $204.19 Unrealized
XLK SPDR Technology Select Sector 0.8%
Value ($000) $1,523 Shares 10,318 Est. Cost $101.56 Unrealized
VMBS Vanguard Mortgage-Backed Securities ETF 0.8%
Value ($000) $1,516 Shares 28,404 Est. Cost $53.43 Unrealized
VTI Vanguard Total US Equity Market ETF 0.7%
Value ($000) $1,389 Shares 6,233 Est. Cost $131.89 Unrealized
SCHB Schwab US Broad Market ETF 0.7%
Value ($000) $1,377 Shares 13,207 Est. Cost $60.61 Unrealized
AAPL Apple Inc 0.7%
Value ($000) $1,274 Shares 9,302 Est. Cost $99.06 Unrealized +27.6%
ICF iShares Cohen & Steers REIT ETF 0.6%
Value ($000) $1,248 Shares 19,100 Est. Cost $85.47 Unrealized
IJH iShares S&P Mid Cap ETF 0.6%
Value ($000) $1,229 Shares 4,573 Est. Cost $207.56 Unrealized
VBR Vanguard US Small Cap Value ETF 0.6%
Value ($000) $1,215 Shares 6,999 Est. Cost $120.41 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.6%
Value ($000) $1,117 Shares 12,964 Est. Cost $85.24 Unrealized
VO Vanguard US Mid Cap ETF 0.6%
Value ($000) $1,104 Shares 4,652 Est. Cost $165.35 Unrealized
SHM SPDR Nuveen Short-Term Municipal Bond ETF 0.6%
Value ($000) $1,076 Shares 21,718 Est. Cost $49.16 Unrealized
IWB iShares Russell 1000 ETF 0.5%
Value ($000) $1,003 Shares 4,145 Est. Cost $183.41 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $1,003 Shares 7,112 Est. Cost $41.38 Unrealized +5.8%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $943 Shares 12,968 Est. Cost $92.31 Unrealized
Magellan Midstream Partners LP 0.5%
Value ($000) $942 Shares 19,252 Est. Cost $43.48 Unrealized
EWT iShares Taiwan ETF 0.5%
Value ($000) $905 Shares 14,153 Est. Cost $41.14 Unrealized
AJG Arthur J Gallagher & Co 0.5%
Value ($000) $892 Shares 6,370 Est. Cost $114.59 Unrealized +17.5%
FLOT iShares Floating Rate Bond ETF 0.4%
Value ($000) $818 Shares 16,102 Est. Cost $50.91 Unrealized
SUB iShares Short-Term Municipal Bond ETF 0.4%
Value ($000) $814 Shares 7,546 Est. Cost $106.90 Unrealized
XOM Exxon Mobil Corp 0.4%
Value ($000) $809 Shares 12,825 Est. Cost $45.02 Unrealized +11.1%
TXN Texas Instruments Inc 0.4%
Value ($000) $809 Shares 4,207 Est. Cost $151.36 Unrealized +8.5%
VGIT Vanguard Intermediate-Term Government Bond ETF 0.4%
Value ($000) $801 Shares 11,807 Est. Cost $66.45 Unrealized
TIP iShares TIPS ETF 0.4%
Value ($000) $799 Shares 6,238 Est. Cost $118.61 Unrealized
IVE iShares S&P 500 Value ETF 0.4%
Value ($000) $796 Shares 5,394 Est. Cost $130.22 Unrealized
PUT (MDY) SPDR S&P MIDCAP400 ETF 01/21/2022 USD290 0.4%
Value ($000) $786 Shares 1,600 Est. Cost $476.25 Unrealized
VEA Vanguard International Developed Markets ETF 0.4%
Value ($000) $770 Shares 14,952 Est. Cost $38.61 Unrealized
PDBC Invesco Optimum Yield Diversified Commodity ETF 0.4%
Value ($000) $740 Shares 36,841 Est. Cost $16.10 Unrealized
VB Vanguard US Small Cap ETF 0.4%
Value ($000) $734 Shares 3,259 Est. Cost $160.83 Unrealized
EEM iShares Emerging Markets ETF 0.4%
Value ($000) $720 Shares 13,052 Est. Cost $44.73 Unrealized
SDY SPDR S&P Dividend ETF 0.4%
Value ($000) $685 Shares 5,599 Est. Cost $107.92 Unrealized
IGSB iShares 1-5 Year Investment Grade ETF 0.4%
Value ($000) $682 Shares 12,443 Est. Cost $53.63 Unrealized
REZ iShares Residential & Multisector Real Estate ETF 0.3%
Value ($000) $676 Shares 8,112 Est. Cost $74.97 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.3%
Value ($000) $652 Shares 11,792 Est. Cost $54.75 Unrealized
PUT (MDY) SPDR S&P MIDCAP 400 JAN 21 22 USD445 0.3%
Value ($000) $638 Shares 1,300 Est. Cost $490.77 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $592 Shares 3,928 Est. Cost $118.96 Unrealized
VIG Vanguard US Dividend Appreciation ETF 0.3%
Value ($000) $560 Shares 3,616 Est. Cost $123.09 Unrealized
Shell Midstream Partners LP 0.3%
Value ($000) $517 Shares 35,000 Est. Cost $13.34 Unrealized
OKE ONEOK Inc 0.3%
Value ($000) $515 Shares 9,248 Est. Cost $38.55 Unrealized +7.1%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.3%
Value ($000) $494 Shares 5,196 Est. Cost $91.34 Unrealized
VV Vanguard US Large Cap ETF 0.2%
Value ($000) $474 Shares 2,359 Est. Cost $142.10 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $467 Shares 3,149 Est. Cost $114.21 Unrealized +10.5%
VOE Vanguard US Mid Cap Value ETF 0.2%
Value ($000) $456 Shares 3,248 Est. Cost $100.87 Unrealized
RWR SPDR Dow Jones REIT ETF 0.2%
Value ($000) $456 Shares 4,350 Est. Cost $101.93 Unrealized
WIP SPDR International Government TIPS ETF 0.2%
Value ($000) $432 Shares 7,650 Est. Cost $55.16 Unrealized
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF 0.2%
Value ($000) $428 Shares 8,253 Est. Cost $51.35 Unrealized
Nuveen Municipal Value 0.2%
Value ($000) $428 Shares 37,154 Est. Cost $10.61 Unrealized
Maxar Technologies Inc 0.2%
Value ($000) $399 Shares 10,000 Est. Cost $37.80 Unrealized
HYG iShares High Yield Corporate Bond 0.2%
Value ($000) $399 Shares 4,528 Est. Cost $83.80 Unrealized
EMB iShares Emerging Markets Bond 0.2%
Value ($000) $388 Shares 3,451 Est. Cost $113.59 Unrealized
EL The Estee Lauder Companies Inc 0.2%
Value ($000) $382 Shares 1,200 Est. Cost $179.27 Unrealized +57.8%
Continental Resources Inc 0.2%
Value ($000) $381 Shares 10,007 Est. Cost $25.88 Unrealized
COMT iShares Commodity Select Strategy ETF 0.2%
Value ($000) $364 Shares 10,547 Est. Cost $26.58 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $362 Shares 717 Est. Cost $298.40 Unrealized +56.2%
VDE Vanguard Energy ETF 0.2%
Value ($000) $349 Shares 4,599 Est. Cost $74.32 Unrealized
PUT (TSLA) TESLA MOTORS INC 06/17/2022 USD300 0.2%
Value ($000) $340 Shares 500 Est. Cost $680.00 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $337 Shares 11,063 Est. Cost $29.76 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY COM 0.2%
Value ($000) $336 Shares 44,362 Est. Cost $9.48 Unrealized
XLE SPDR Energy Select Sector ETF 0.2%
Value ($000) $334 Shares 6,207 Est. Cost $51.13 Unrealized
Two Harbors Investment Corp 0.2%
Value ($000) $324 Shares 42,904 Est. Cost $7.41 Unrealized
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $315 Shares 3,010 Est. Cost $83.55 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.2%
Value ($000) $309 Shares 4,428 Est. Cost $96.22 Unrealized
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.2%
Value ($000) $305 Shares 6,628 Est. Cost $45.83 Unrealized
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $291 Shares 4,426 Est. Cost $44.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $275 Shares 1,873 Est. Cost $98.15 Unrealized +15.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $273 Shares 3,604 Est. Cost $46.91 Unrealized
LQD iShares Investment Grade Bond ETF 0.1%
Value ($000) $267 Shares 1,986 Est. Cost $124.88 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $262 Shares 6,698 Est. Cost $27.89 Unrealized +11.1%
AGG iShares Core US Bond ETF 0.1%
Value ($000) $260 Shares 2,253 Est. Cost $114.59 Unrealized
JPM JPMorgan Chase & Co 0.1%
Value ($000) $239 Shares 1,538 Est. Cost $111.66 Unrealized +25.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $220 Shares 690 Est. Cost $210.28 Unrealized +35.0%
IJJ iShares S&P 400 Value ETF 0.1%
Value ($000) $216 Shares 2,052 Est. Cost $141.97 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $212 Shares 3,924 Est. Cost $43.59 Unrealized +8.5%
MGC Vanguard US Mega Cap ETF 0.1%
Value ($000) $212 Shares 1,393 Est. Cost $107.48 Unrealized
ISTB iShares Core 1-5 Year Bond ETF 0.1%
Value ($000) $205 Shares 3,998 Est. Cost $50.37 Unrealized
IJR iShares S&P Small Cap ETF 0.1%
Value ($000) $202 Shares 1,788 Est. Cost $79.59 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $186 Shares 2,165 Est. Cost $85.00 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $170 Shares 4,639 Est. Cost $34.95 Unrealized
BNDX Vanguard International Bond ETF 0.1%
Value ($000) $168 Shares 2,940 Est. Cost $56.77 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $165 Shares 684 Est. Cost $100.79 Unrealized +90.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $161 Shares 700 Est. Cost $107.55 Unrealized +78.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $161 Shares 740 Est. Cost $147.02 Unrealized +44.1%
IYR iShares US Real Estate ETF 0.1%
Value ($000) $158 Shares 1,554 Est. Cost $92.48 Unrealized
IJT iShares S&P 600 Growth ETF 0.1%
Value ($000) $156 Shares 1,176 Est. Cost $153.65 Unrealized
CIMAREX ENERGY CO COM 0.1%
Value ($000) $152 Shares 2,101 Est. Cost $60.08 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $146 Shares 888 Est. Cost $123.58 Unrealized +17.3%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $137 Shares 2,255 Est. Cost $58.48 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX ETF 0.1%
Value ($000) $137 Shares 2,485 Est. Cost $52.43 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.1%
Value ($000) $135 Shares 6,112 Est. Cost $19.12 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $135 Shares 2,414 Est. Cost $42.97 Unrealized +1.1%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value ($000) $134 Shares 3,226 Est. Cost $31.03 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $132 Shares 12,437 Est. Cost $7.86 Unrealized
IJK iShares S&P 400 Growth ETF 0.1%
Value ($000) $130 Shares 1,604 Est. Cost $125.14 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $130 Shares 1,116 Est. Cost $106.02 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $125 Shares 2,231 Est. Cost $50.72 Unrealized +5.6%
VSS Vanguard World Ex. US Small Cap ETF 0.1%
Value ($000) $120 Shares 876 Est. Cost $112.70 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $118 Shares 341 Est. Cost $284.46 Unrealized
MBB iShares MBS ETF 0.1%
Value ($000) $115 Shares 1,067 Est. Cost $108.48 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $114 Shares 843 Est. Cost $108.50 Unrealized +11.3%
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $111 Shares 400 Est. Cost $231.37 Unrealized +20.8%
DFAC DFA US Core Equity II ETF 0.1%
Value ($000) $111 Shares 4,109 Est. Cost $27.01 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $109 Shares 4,116 Est. Cost $19.47 Unrealized +4.9%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $108 Shares 617 Est. Cost $164.25 Unrealized +7.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $107 Shares 470 Est. Cost $212.63 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $105 Shares 3,929 Est. Cost $25.96 Unrealized
BMVP INVESCO DYNAMIC MARKET ETF 0.1%
Value ($000) $105 Shares 859 Est. Cost $98.95 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $103 Shares 533 Est. Cost $99.90 Unrealized +79.7%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $103 Shares 2,500 Est. Cost $41.20 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $101 Shares 7,500 Est. Cost $13.07 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $101 Shares 987 Est. Cost $99.47 Unrealized
TAN INVESCO SOLAR ETF 0.1%
Value ($000) $100 Shares 1,116 Est. Cost $89.61 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $96 Shares 277 Est. Cost $271.01 Unrealized +11.8%
MGV Vanguard US Mega Cap Value ETF 0.0%
Value ($000) $96 Shares 961 Est. Cost $79.59 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $94 Shares 3,226 Est. Cost $16.31 Unrealized +24.2%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $93 Shares 2,024 Est. Cost $44.91 Unrealized
T AT&T INC COM 0.0%
Value ($000) $87 Shares 3,020 Est. Cost $16.86 Unrealized +0.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $79 Shares 932 Est. Cost $76.24 Unrealized -4.6%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $79 Shares 779 Est. Cost $64.42 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $79 Shares 600 Est. Cost $53.08 Unrealized +10.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $79 Shares 1,791 Est. Cost $43.21 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $78 Shares 294 Est. Cost $248.83 Unrealized +0.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $78 Shares 532 Est. Cost $90.25 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $77 Shares 1,623 Est. Cost $34.50 Unrealized
IVLU iShares International Value ETF 0.0%
Value ($000) $77 Shares 2,979 Est. Cost $20.51 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $77 Shares 655 Est. Cost $114.26 Unrealized
VYMI Vanguard International High Dividend Yield ETF 0.0%
Value ($000) $77 Shares 1,140 Est. Cost $64.41 Unrealized
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $74 Shares 1,060 Est. Cost $95.28 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $74 Shares 909 Est. Cost $59.59 Unrealized +23.2%
KEX KIRBY CORP COM 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $82.85 Unrealized -22.2%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $70 Shares 176 Est. Cost $236.60 Unrealized +56.0%
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $70 Shares 9,821 Est. Cost $6.17 Unrealized +15.3%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $69 Shares 1,873 Est. Cost $38.97 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $69 Shares 384 Est. Cost $175.13 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $69 Shares 524 Est. Cost $122.51 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $68 Shares 1,828 Est. Cost $21.21 Unrealized +72.3%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $68 Shares 171 Est. Cost $307.69 Unrealized +16.7%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $68 Shares 1,457 Est. Cost $40.91 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $67 Shares 528 Est. Cost $103.06 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $66 Shares 150 Est. Cost $300.46 Unrealized +39.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $66 Shares 777 Est. Cost $73.37 Unrealized +3.2%
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $65 Shares 661 Est. Cost $83.32 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $65 Shares 563 Est. Cost $95.43 Unrealized +13.3%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $63 Shares 1,904 Est. Cost $26.79 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $63 Shares 699 Est. Cost $88.35 Unrealized
SHV iShares Short-Term Treasury Bond ETF 0.0%
Value ($000) $62 Shares 565 Est. Cost $109.41 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $62 Shares 155 Est. Cost $241.83 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $62 Shares 2,876 Est. Cost $11.05 Unrealized 0.0%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $60 Shares 3,584 Est. Cost $2.94 Unrealized +457.7%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $60 Shares 700 Est. Cost $61.43 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $59 Shares 200 Est. Cost $178.00 Unrealized +50.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $58 Shares 583 Est. Cost $73.47 Unrealized +14.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $57 Shares 850 Est. Cost $47.55 Unrealized +17.7%
IXUS iShares Core Total International Stock ETF 0.0%
Value ($000) $55 Shares 750 Est. Cost $73.33 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $55 Shares 488 Est. Cost $72.05 Unrealized +31.5%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $54 Shares 432 Est. Cost $92.57 Unrealized +18.3%
EEMS iShares Emerging Markets Small Cap ETF 0.0%
Value ($000) $54 Shares 855 Est. Cost $35.08 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $52 Shares 800 Est. Cost $65.00 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $51 Shares 250 Est. Cost $177.40 Unrealized +16.3%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $51 Shares 1,390 Est. Cost $24.64 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $50 Shares 170 Est. Cost $162.05 Unrealized +76.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $49 Shares 775 Est. Cost $59.99 Unrealized
IEFA iShares Core EAFE ETF 0.0%
Value ($000) $49 Shares 650 Est. Cost $74.90 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $49 Shares 372 Est. Cost $128.55 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $48 Shares 577 Est. Cost $81.78 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $48 Shares 905 Est. Cost $38.34 Unrealized +19.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $48 Shares 1,450 Est. Cost $26.20 Unrealized 0.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $45 Shares 435 Est. Cost $95.46 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $25.49 Unrealized +65.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $44 Shares 584 Est. Cost $60.37 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $43 Shares 759 Est. Cost $55.49 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $42 Shares 254 Est. Cost $147.66 Unrealized
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $40 Shares 550 Est. Cost $72.73 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $40 Shares 540 Est. Cost $54.40 Unrealized +22.2%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $40 Shares 1,198 Est. Cost $33.21 Unrealized +1.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $39 Shares 181 Est. Cost $163.36 Unrealized +19.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $39 Shares 684 Est. Cost $37.19 Unrealized +31.9%
AMZN Amazon Inc 0.0%
Value ($000) $38 Shares 11 Est. Cost $126.37 Unrealized +31.5%
MRK MERCK & CO INC COM 0.0%
Value ($000) $38 Shares 486 Est. Cost $67.55 Unrealized -5.1%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $37 Shares 119 Est. Cost $156.88 Unrealized +77.7%
GLW CORNING INC COM 0.0%
Value ($000) $37 Shares 900 Est. Cost $24.43 Unrealized +56.8%
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $36 Shares 250 Est. Cost $144.00 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $36 Shares 341 Est. Cost $75.58 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $36 Shares 450 Est. Cost $80.00 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $36 Shares 157 Est. Cost $198.07 Unrealized +5.7%
REET iShares Global REIT ETF 0.0%
Value ($000) $35 Shares 1,246 Est. Cost $27.59 Unrealized
iShares Frontier & Select Emerging Markets ETF 0.0%
Value ($000) $35 Shares 1,040 Est. Cost $33.65 Unrealized
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $36.00 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $33 Shares 319 Est. Cost $75.72 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $33 Shares 234 Est. Cost $123.61 Unrealized -1.2%
FLRN SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $32 Shares 1,039 Est. Cost $30.75 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $31 Shares 155 Est. Cost $176.27 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $30 Shares 277 Est. Cost $88.28 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $30 Shares 569 Est. Cost $49.27 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $42.88 Unrealized +24.4%
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $30 Shares 1,482 Est. Cost $20.24 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 421 Est. Cost $63.74 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $29 Shares 280 Est. Cost $56.61 Unrealized +78.3%
IDEV iShares Core International Developed Markets 0.0%
Value ($000) $29 Shares 430 Est. Cost $63.48 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $27 Shares 1,418 Est. Cost $18.97 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $27 Shares 400 Est. Cost $59.76 Unrealized +6.7%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $90.00 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $26 Shares 193 Est. Cost $93.26 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $26 Shares 420 Est. Cost $48.95 Unrealized +8.1%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $26 Shares 298 Est. Cost $77.58 Unrealized 0.0%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $26 Shares 810 Est. Cost $39.36 Unrealized -25.3%
EWQ iShares France ETF 0.0%
Value ($000) $26 Shares 680 Est. Cost $32.35 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $26 Shares 417 Est. Cost $51.06 Unrealized 0.0%
HYEM VANECK VECTORS EM MKTS HY BOND ETF 0.0%
Value ($000) $25 Shares 1,054 Est. Cost $23.57 Unrealized
MTUM iShares US Momentum ETF 0.0%
Value ($000) $25 Shares 147 Est. Cost $158.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $25 Shares 1,038 Est. Cost $24.08 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $25 Shares 133 Est. Cost $125.00 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $25 Shares 775 Est. Cost $25.44 Unrealized +9.2%
CSX CSX CORP COM 0.0%
Value ($000) $24 Shares 750 Est. Cost $30.96 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $24 Shares 1,315 Est. Cost $13.72 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $23 Shares 190 Est. Cost $57.89 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $23 Shares 468 Est. Cost $31.28 Unrealized +34.2%
OGS ONE GAS INC COM 0.0%
Value ($000) $23 Shares 316 Est. Cost $72.97 Unrealized +5.5%
MET METLIFE INC COM 0.0%
Value ($000) $23 Shares 391 Est. Cost $53.82 Unrealized +2.3%
AES AES CORP COM 0.0%
Value ($000) $23 Shares 900 Est. Cost $22.19 Unrealized 0.0%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $22 Shares 380 Est. Cost $39.63 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $200.38 Unrealized 0.0%
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0%
Value ($000) $22 Shares 361 Est. Cost $42.48 Unrealized
EWJ iShares Japan ETF 0.0%
Value ($000) $21 Shares 306 Est. Cost $58.82 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $21 Shares 102 Est. Cost $128.58 Unrealized +37.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $128.55 Unrealized 0.0%
IGIB iShares 5-10 Year Investment Grade ETF 0.0%
Value ($000) $20 Shares 326 Est. Cost $61.35 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $20 Shares 30 Est. Cost $89.61 Unrealized +142.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $20 Shares 132 Est. Cost $133.92 Unrealized 0.0%
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $20 Shares 364 Est. Cost $54.95 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $20 Shares 444 Est. Cost $45.04 Unrealized +4.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $19 Shares 101 Est. Cost $17.23 Unrealized +96.8%
IUSV iShares Core S&P US Value ETF 0.0%
Value ($000) $19 Shares 267 Est. Cost $71.16 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 96 Est. Cost $158.69 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $18 Shares 150 Est. Cost $37.25 Unrealized +226.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $18 Shares 100 Est. Cost $90.30 Unrealized +86.0%
IFGL iShares International Developed Real Estate 0.0%
Value ($000) $18 Shares 601 Est. Cost $28.96 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $18 Shares 168 Est. Cost $87.85 Unrealized -0.9%
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $18 Shares 187 Est. Cost $96.26 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $17 Shares 88 Est. Cost $147.45 Unrealized +1.7%
MMM 3M CO COM 0.0%
Value ($000) $17 Shares 88 Est. Cost $139.20 Unrealized +0.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $16 Shares 56 Est. Cost $233.47 Unrealized +12.9%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $209.01 Unrealized +52.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $16 Shares 464 Est. Cost $39.31 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $15 Shares 160 Est. Cost $62.82 Unrealized +36.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $15 Shares 223 Est. Cost $53.89 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $15 Shares 178 Est. Cost $54.93 Unrealized +30.6%
ONCY ONCOLYTICS BIOTECH INC COM NEW 0.0%
Value ($000) $14 Shares 5,189 Est. Cost $2.98 Unrealized +2.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 357 Est. Cost $28.01 Unrealized
CONTANGO OIL & GAS CO COM NEW 0.0%
Value ($000) $14 Shares 3,235 Est. Cost $4.02 Unrealized
ICLN iShares S&P Global Clean Energy Index 0.0%
Value ($000) $14 Shares 600 Est. Cost $23.33 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $13 Shares 130 Est. Cost $44.52 Unrealized 0.0%
EEMV iShares Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $13 Shares 49 Est. Cost $221.28 Unrealized 0.0%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $13 Shares 54 Est. Cost $240.74 Unrealized
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $12 Shares 58 Est. Cost $93.51 Unrealized +75.6%
HPQ HP INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $15.76 Unrealized +72.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 820 Est. Cost $13.33 Unrealized -11.0%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $12 Shares 5 Est. Cost $64.02 Unrealized +81.1%
MACQUARIE INFRASTRUCTURE CORP COM 0.0%
Value ($000) $11 Shares 292 Est. Cost $44.52 Unrealized
TIPZ PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $11 Shares 172 Est. Cost $63.95 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $11 Shares 75 Est. Cost $133.33 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $11 Shares 141 Est. Cost $73.81 Unrealized -5.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.31 Unrealized +38.3%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $11 Shares 211 Est. Cost $49.26 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 50 Est. Cost $160.00 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $10 Shares 226 Est. Cost $48.67 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 118 Est. Cost $59.32 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $9 Shares 140 Est. Cost $56.82 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $9 Shares 650 Est. Cost $12.22 Unrealized +12.6%
XYZ SQUARE INC CL A 0.0%
Value ($000) $9 Shares 38 Est. Cost $153.69 Unrealized +50.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.31 Unrealized 0.0%
GVI iShares Intermediate-Term Government/Corporate ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $108.11 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $8 Shares 378 Est. Cost $15.87 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $139.53 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $299.96 Unrealized +12.9%
BIODELIVERY SCIENCES INTL INC COM 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $4.00 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $7 Shares 28 Est. Cost $203.18 Unrealized +8.8%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $7 Shares 271 Est. Cost $28.83 Unrealized
HYS PIMCO 0-5 YR HY CORP BOND INDEX ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $94.12 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 600 Est. Cost $11.67 Unrealized
IAGG iShares Core International Bond ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $52.47 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $7 Shares 276 Est. Cost $24.03 Unrealized +12.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.55 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $7 Shares 68 Est. Cost $60.42 Unrealized +52.1%
META FACEBOOK INC CL A 0.0%
Value ($000) $6 Shares 18 Est. Cost $226.55 Unrealized +40.6%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 156 Est. Cost $38.46 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $6 Shares 135 Est. Cost $51.85 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $67.80 Unrealized +20.6%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.0%
Value ($000) $5 Shares 148 Est. Cost $28.48 Unrealized
RICE ACQUISITION CORP COM CL A 0.0%
Value ($000) $5 Shares 285 Est. Cost $17.54 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $5 Shares 218 Est. Cost $12.46 Unrealized +18.9%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $5 Shares 104 Est. Cost $39.22 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $5 Shares 128 Est. Cost $39.06 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $138.00 Unrealized +39.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $278.19 Unrealized +20.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $5 Shares 46 Est. Cost $78.41 Unrealized +15.2%
VIACOMCBS INC CL B 0.0%
Value ($000) $5 Shares 109 Est. Cost $45.87 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $194.04 Unrealized +7.9%
OZK BANK OZK COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $23.29 Unrealized +51.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $5 Shares 2 Est. Cost $98.47 Unrealized +20.1%
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $4 Shares 800 Est. Cost $2.50 Unrealized
AVALARA INC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $136.36 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $59.44 Unrealized -0.3%
SABR SABRE CORP COM 0.0%
Value ($000) $4 Shares 287 Est. Cost $13.55 Unrealized +3.8%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $69.70 Unrealized +15.2%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $4 Shares 80 Est. Cost $62.50 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $327.93 Unrealized 0.0%
CENTENNIAL RESOURCE DEV INC CL A 0.0%
Value ($000) $4 Shares 546 Est. Cost $5.49 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $4 Shares 53 Est. Cost $59.51 Unrealized +13.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $4 Shares 423 Est. Cost $7.65 Unrealized +8.1%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.26 Unrealized +2.9%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $31.60 Unrealized +54.5%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $54.79 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.94 Unrealized +5.5%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 164 Est. Cost $19.42 Unrealized +14.8%
FSLY FASTLY INC CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $85.95 Unrealized -33.9%
CME CME GROUP INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $163.15 Unrealized +7.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $211.57 Unrealized +1.7%
DFAU DFA US Core Equity ETF 0.0%
Value ($000) $3 Shares 86 Est. Cost $34.88 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $3 Shares 20 Est. Cost $164.40 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $166.67 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $116.48 Unrealized +10.2%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $181.85 Unrealized -10.0%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $3 Shares 12 Est. Cost $250.00 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $44.40 Unrealized +16.3%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $3 Shares 15 Est. Cost $199.27 Unrealized -8.1%
ANSYS INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $3 Shares 21 Est. Cost $154.31 Unrealized -20.0%
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $45.45 Unrealized
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $28.96 Unrealized +36.5%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
FNDC SCHWAB FUND INTL SMALL COMP INDEX ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $22.61 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $154.88 Unrealized +47.0%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $2 Shares 79 Est. Cost $12.66 Unrealized
ZYNGA INC CL A 0.0%
Value ($000) $2 Shares 143 Est. Cost $6.99 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $51.52 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $2 Shares 362 Est. Cost $2.22 Unrealized
DFAI DFA International Core Equity ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
DFAE DFA Emerging Markets Core Equity ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
SKILLZ INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $34.37 Unrealized +65.0%
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.48 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $2 Shares 83 Est. Cost $26.56 Unrealized
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $32.14 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $38.45 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $2 Shares 39 Est. Cost $70.41 Unrealized -27.3%
IWC iShares Micro Cap ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $101.27 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $29.70 Unrealized
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $19.29 Unrealized +17.3%
WEX WEX INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $211.04 Unrealized -2.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $339.57 Unrealized +6.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $368.06 Unrealized -9.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.06 Unrealized +5.0%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.94 Unrealized +19.3%
VEU Vanguard World Ex. US Equity ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.44 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 48 Est. Cost $26.93 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $92.83 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $12.79 Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $74.91 Unrealized +6.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
LRMR LARIMAR THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $11.30 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.04 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.81 Unrealized +14.4%
IVOO Vanguard S&P 400 Mid Cap ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
FNDE SCHWAB FUND EM MKTS LARGE COMP INDEX ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
DDS DILLARDS INC CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.03 Unrealized +59.0%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $18.04 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.85 Unrealized +15.3%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $48.51 Unrealized 0.0%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $62.05 Unrealized +1.0%
FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
RFDI FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.73 Unrealized
RFEM FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.03 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
REGIS CORP MINN COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.61 Unrealized
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.61 Unrealized -2.0%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.02 Unrealized -17.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.07 Unrealized +8.8%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $1.28 Unrealized +238.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.36 Unrealized +19.4%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.46 Unrealized +24.5%