Disciplined Investments, LLC Diversified Active

CIK: 0001812492 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 20, 2022

Total Value ($000): $226,772 (100.0% shares, 0.0% debt)

Holdings (499)

IWD iShares Russell 1000 Value ETF 5.0%
Value ($000) $11,405 Shares 67,915 Est. Cost $134.20 Unrealized
IWF iShares Russell 1000 Growth ETF 5.0%
Value ($000) $11,324 Shares 37,056 Est. Cost $175.54 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 3.6%
Value ($000) $8,210 Shares 101,028 Est. Cost $81.90 Unrealized
VNQ Vanguard US Real Estate ETF 3.4%
Value ($000) $7,788 Shares 67,130 Est. Cost $90.09 Unrealized
VGSH Vanguard Short-Term Government Bond ETF 3.0%
Value ($000) $6,862 Shares 112,806 Est. Cost $61.25 Unrealized
CWB SPDR Convertible Securities ETF 2.5%
Value ($000) $5,647 Shares 68,072 Est. Cost $62.48 Unrealized
SCZ iShares EAFE Small Cap ETF 2.4%
Value ($000) $5,343 Shares 73,100 Est. Cost $64.27 Unrealized
STIP iShares 0-5 Year TIPS ETF 2.3%
Value ($000) $5,216 Shares 49,262 Est. Cost $101.95 Unrealized
SJNK SPDR Short-Term High Yield Bond ETF 2.2%
Value ($000) $5,045 Shares 185,830 Est. Cost $27.01 Unrealized
JBHT JB Hunt Transport Services 2.2%
Value ($000) $5,038 Shares 24,649 Est. Cost $155.26 Unrealized +19.0%
PSX Phillips 66 2.1%
Value ($000) $4,700 Shares 64,857 Est. Cost $63.13 Unrealized +2.5%
MSFT Microsoft Corp 2.0%
Value ($000) $4,571 Shares 13,592 Est. Cost $177.05 Unrealized +77.0%
VWOB Vanguard Emerging Market Government Bond ETF 1.9%
Value ($000) $4,304 Shares 55,423 Est. Cost $79.09 Unrealized
DFAT DFA US Targeted Value ETF 1.8%
Value ($000) $4,004 Shares 84,250 Est. Cost $45.07 Unrealized
VNQI Vanguard International Real Estate ETF 1.7%
Value ($000) $3,958 Shares 73,359 Est. Cost $53.88 Unrealized
PFF iShares Preferred Securities ETF 1.7%
Value ($000) $3,952 Shares 100,222 Est. Cost $38.12 Unrealized
EFG iShares EAFE Growth ETF 1.7%
Value ($000) $3,943 Shares 35,748 Est. Cost $79.70 Unrealized
VUG Vanguard US Large Cap Growth ETF 1.6%
Value ($000) $3,704 Shares 11,542 Est. Cost $254.07 Unrealized
IVV iShares Core S&P 500 ETF 1.6%
Value ($000) $3,692 Shares 7,741 Est. Cost $322.16 Unrealized
IWS iShares Russell Mid Cap Value ETF 1.5%
Value ($000) $3,437 Shares 28,088 Est. Cost $79.16 Unrealized
MDY SPDR S&P 400 Mid Cap ETF 1.5%
Value ($000) $3,412 Shares 6,591 Est. Cost $368.39 Unrealized
EFA iShares EAFE ETF 1.5%
Value ($000) $3,319 Shares 42,183 Est. Cost $68.60 Unrealized
VWO Vanguard Emerging Markets ETF 1.4%
Value ($000) $3,281 Shares 66,334 Est. Cost $44.50 Unrealized
IWP iShares Russell Mid Cap Growth ETF 1.4%
Value ($000) $3,273 Shares 28,403 Est. Cost $122.10 Unrealized
VTIP Vanguard Short-Term TIPS ETF 1.4%
Value ($000) $3,199 Shares 62,235 Est. Cost $51.01 Unrealized
COP CONOCOPHILLIPS COM 1.4%
Value ($000) $3,181 Shares 44,075 Est. Cost $44.08 Unrealized +42.1%
IWM iShares Russell 2000 ETF 1.3%
Value ($000) $2,986 Shares 13,425 Est. Cost $160.51 Unrealized
QQQ Invesco QQQ Trust 1.2%
Value ($000) $2,833 Shares 7,121 Est. Cost $236.93 Unrealized
VMBS Vanguard Mortgage-Backed Securities ETF 1.2%
Value ($000) $2,791 Shares 52,825 Est. Cost $53.27 Unrealized
VBK Vanguard Small Cap Growth ETF 1.2%
Value ($000) $2,772 Shares 9,839 Est. Cost $241.46 Unrealized
SPY SPDR S&P 500 ETF 1.2%
Value ($000) $2,623 Shares 5,523 Est. Cost $337.10 Unrealized
VTV Vanguard US Large Cap Value ETF 1.1%
Value ($000) $2,523 Shares 17,153 Est. Cost $113.16 Unrealized
DFIV DFA International Value ETF 1.1%
Value ($000) $2,400 Shares 73,131 Est. Cost $32.76 Unrealized
IJS iShares S&P 600 Value ETF 1.0%
Value ($000) $2,380 Shares 22,778 Est. Cost $121.04 Unrealized
EFV iShares EAFE Value ETF 0.9%
Value ($000) $2,148 Shares 42,637 Est. Cost $42.93 Unrealized
VGK Vanguard Europe ETF 0.8%
Value ($000) $1,866 Shares 27,347 Est. Cost $58.81 Unrealized
IEMG iShares Core Emerging Markets ETF 0.8%
Value ($000) $1,813 Shares 30,284 Est. Cost $55.68 Unrealized
IWN iShares Russell 2000 Value ETF 0.8%
Value ($000) $1,800 Shares 10,842 Est. Cost $132.79 Unrealized
AAPL Apple Inc 0.8%
Value ($000) $1,706 Shares 9,607 Est. Cost $100.83 Unrealized +53.4%
BSV Vanguard Short-Term Bond ETF 0.7%
Value ($000) $1,669 Shares 20,645 Est. Cost $80.94 Unrealized
IWO iShares Russell 2000 Growth ETF 0.7%
Value ($000) $1,583 Shares 5,402 Est. Cost $208.83 Unrealized
VTI Vanguard Total US Equity Market ETF 0.7%
Value ($000) $1,511 Shares 6,259 Est. Cost $131.89 Unrealized
SCHB Schwab US Broad Market ETF 0.7%
Value ($000) $1,503 Shares 13,298 Est. Cost $60.61 Unrealized
COMT iShares Commodity Select Strategy ETF 0.6%
Value ($000) $1,467 Shares 47,492 Est. Cost $29.97 Unrealized
ICF iShares Cohen & Steers REIT ETF 0.6%
Value ($000) $1,453 Shares 19,100 Est. Cost $85.47 Unrealized
XLK SPDR Technology Select Sector 0.6%
Value ($000) $1,429 Shares 8,216 Est. Cost $101.56 Unrealized
VBR Vanguard US Small Cap Value ETF 0.6%
Value ($000) $1,324 Shares 7,403 Est. Cost $122.69 Unrealized
IJH iShares S&P Mid Cap ETF 0.6%
Value ($000) $1,268 Shares 4,478 Est. Cost $207.56 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.5%
Value ($000) $1,227 Shares 22,338 Est. Cost $54.83 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.5%
Value ($000) $1,153 Shares 13,479 Est. Cost $85.27 Unrealized
VO Vanguard US Mid Cap ETF 0.5%
Value ($000) $1,121 Shares 4,399 Est. Cost $165.35 Unrealized
IWB iShares Russell 1000 ETF 0.5%
Value ($000) $1,096 Shares 4,145 Est. Cost $183.41 Unrealized
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $1,057 Shares 12,637 Est. Cost $92.31 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $1,053 Shares 7,278 Est. Cost $41.48 Unrealized +8.9%
SHM SPDR Nuveen Short-Term Municipal Bond ETF 0.5%
Value ($000) $1,021 Shares 20,765 Est. Cost $49.16 Unrealized
EWT iShares Taiwan ETF 0.4%
Value ($000) $935 Shares 14,043 Est. Cost $41.49 Unrealized
AJG Arthur J Gallagher & Co 0.4%
Value ($000) $925 Shares 5,452 Est. Cost $114.88 Unrealized +36.5%
Magellan Midstream Partners LP 0.4%
Value ($000) $900 Shares 19,383 Est. Cost $43.48 Unrealized
SPDR S&P MIDCAP 400 ETF PUT OPT 01/23 420.0 PUT 0.4%
Value ($000) $880 Shares 1,700 Est. Cost Unrealized
TIP iShares TIPS ETF 0.4%
Value ($000) $848 Shares 6,561 Est. Cost $119.08 Unrealized
XOM Exxon Mobil Corp 0.4%
Value ($000) $848 Shares 13,865 Est. Cost $45.45 Unrealized +18.6%
SUB iShares Short-Term Municipal Bond ETF 0.4%
Value ($000) $826 Shares 7,694 Est. Cost $106.92 Unrealized
IVE iShares S&P 500 Value ETF 0.4%
Value ($000) $816 Shares 5,210 Est. Cost $130.22 Unrealized
TXN Texas Instruments Inc 0.4%
Value ($000) $809 Shares 4,293 Est. Cost $151.73 Unrealized +12.1%
VEA Vanguard International Developed Markets ETF 0.4%
Value ($000) $799 Shares 15,652 Est. Cost $39.22 Unrealized
REZ iShares Residential & Multisector Real Estate ETF 0.4%
Value ($000) $797 Shares 8,112 Est. Cost $74.97 Unrealized
VGIT Vanguard Intermediate-Term Government Bond ETF 0.3%
Value ($000) $775 Shares 11,664 Est. Cost $66.45 Unrealized
FLOT iShares Floating Rate Bond ETF 0.3%
Value ($000) $772 Shares 15,217 Est. Cost $50.91 Unrealized
VB Vanguard US Small Cap ETF 0.3%
Value ($000) $743 Shares 3,287 Est. Cost $160.83 Unrealized
SDY SPDR S&P Dividend ETF 0.3%
Value ($000) $718 Shares 5,561 Est. Cost $107.92 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $665 Shares 4,089 Est. Cost $120.66 Unrealized
IGSB iShares 1-5 Year Investment Grade ETF 0.3%
Value ($000) $660 Shares 12,243 Est. Cost $53.63 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $638 Shares 3,674 Est. Cost $117.93 Unrealized +21.6%
EEM iShares Emerging Markets ETF 0.3%
Value ($000) $623 Shares 12,751 Est. Cost $44.73 Unrealized
VIG Vanguard US Dividend Appreciation ETF 0.3%
Value ($000) $595 Shares 3,463 Est. Cost $123.09 Unrealized
RWR SPDR Dow Jones REIT ETF 0.2%
Value ($000) $544 Shares 4,455 Est. Cost $102.41 Unrealized
PUT (TSLA) TESLA MOTORS INC 06/17/2022 300 0.2%
Value ($000) $528 Shares 500 Est. Cost Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $518 Shares 776 Est. Cost $322.64 Unrealized +91.3%
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $500 Shares 33,359 Est. Cost $14.99 Unrealized
VOE Vanguard US Mid Cap Value ETF 0.2%
Value ($000) $485 Shares 3,225 Est. Cost $100.87 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.2%
Value ($000) $480 Shares 5,170 Est. Cost $91.39 Unrealized
DFAX DFA World Ex. US Core Equity II ETF 0.2%
Value ($000) $451 Shares 17,275 Est. Cost $25.87 Unrealized
Continental Resources Inc 0.2%
Value ($000) $448 Shares 10,007 Est. Cost $25.88 Unrealized
EL The Estee Lauder Companies Inc 0.2%
Value ($000) $444 Shares 1,200 Est. Cost $179.27 Unrealized +77.2%
OKE ONEOK Inc 0.2%
Value ($000) $430 Shares 7,319 Est. Cost $39.61 Unrealized +25.3%
WIP SPDR International Government TIPS ETF 0.2%
Value ($000) $412 Shares 7,650 Est. Cost $55.16 Unrealized
PDBC Invesco Optimum Yield Diversified Commodity ETF 0.2%
Value ($000) $412 Shares 29,307 Est. Cost $16.10 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $409 Shares 6,933 Est. Cost $28.30 Unrealized +42.1%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.2%
Value ($000) $405 Shares 11,663 Est. Cost $30.01 Unrealized
Shell Midstream Partners LP 0.2%
Value ($000) $403 Shares 35,000 Est. Cost $13.34 Unrealized
HYG iShares High Yield Corporate Bond 0.2%
Value ($000) $398 Shares 4,574 Est. Cost $83.80 Unrealized
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $397 Shares 3,545 Est. Cost $86.91 Unrealized
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF 0.2%
Value ($000) $390 Shares 7,642 Est. Cost $51.35 Unrealized
Nuveen Municipal Value 0.2%
Value ($000) $389 Shares 37,436 Est. Cost $10.61 Unrealized
DFAE DFA Emerging Markets Core Equity ETF 0.2%
Value ($000) $387 Shares 14,152 Est. Cost $27.38 Unrealized
VDE Vanguard Energy ETF 0.2%
Value ($000) $360 Shares 4,640 Est. Cost $74.39 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.2%
Value ($000) $348 Shares 4,428 Est. Cost $96.22 Unrealized
XLE SPDR Energy Select Sector ETF 0.1%
Value ($000) $334 Shares 6,016 Est. Cost $51.13 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY COM 0.1%
Value ($000) $331 Shares 46,019 Est. Cost $9.40 Unrealized
JPM JPMorgan Chase & Co 0.1%
Value ($000) $315 Shares 1,991 Est. Cost $119.89 Unrealized +23.3%
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.1%
Value ($000) $307 Shares 6,767 Est. Cost $45.83 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $296 Shares 3,661 Est. Cost $46.91 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $294 Shares 709 Est. Cost $213.84 Unrealized +60.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $290 Shares 2,173 Est. Cost $99.30 Unrealized +7.2%
VV Vanguard US Large Cap ETF 0.1%
Value ($000) $286 Shares 1,293 Est. Cost $142.10 Unrealized
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $281 Shares 4,425 Est. Cost $44.66 Unrealized
LQD iShares Investment Grade Bond ETF 0.1%
Value ($000) $265 Shares 2,003 Est. Cost $124.88 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $259 Shares 4,369 Est. Cost $44.16 Unrealized +11.4%
Two Harbors Investment Corp 0.1%
Value ($000) $248 Shares 42,904 Est. Cost $7.41 Unrealized
MGC Vanguard US Mega Cap ETF 0.1%
Value ($000) $212 Shares 1,263 Est. Cost $107.48 Unrealized
AGG iShares Core US Bond ETF 0.1%
Value ($000) $203 Shares 1,781 Est. Cost $114.59 Unrealized
ISTB iShares Core 1-5 Year Bond ETF 0.1%
Value ($000) $202 Shares 3,998 Est. Cost $50.37 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $198 Shares 1,211 Est. Cost $116.03 Unrealized +15.6%
BNDX Vanguard International Bond ETF 0.1%
Value ($000) $194 Shares 3,524 Est. Cost $56.74 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $193 Shares 700 Est. Cost $107.55 Unrealized +126.7%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $192 Shares 2,263 Est. Cost $85.03 Unrealized
IJR iShares S&P Small Cap ETF 0.1%
Value ($000) $183 Shares 1,594 Est. Cost $79.59 Unrealized
AMZN Amazon Inc 0.1%
Value ($000) $177 Shares 53 Est. Cost $162.56 Unrealized +5.3%
JNJ Johnson & Johnson 0.1%
Value ($000) $169 Shares 988 Est. Cost $125.76 Unrealized +15.4%
IJT iShares S&P 600 Growth ETF 0.1%
Value ($000) $166 Shares 1,198 Est. Cost $153.37 Unrealized
EMB iShares Emerging Markets Bond 0.1%
Value ($000) $160 Shares 1,467 Est. Cost $113.59 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $159 Shares 685 Est. Cost $100.79 Unrealized +112.5%
IYR iShares US Real Estate ETF 0.1%
Value ($000) $154 Shares 1,329 Est. Cost $92.48 Unrealized
IEFA iShares Core EAFE ETF 0.1%
Value ($000) $153 Shares 2,054 Est. Cost $74.63 Unrealized
CTRA COTERRA ENERGY INC COM 0.1%
Value ($000) $153 Shares 8,033 Est. Cost $16.87 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $153 Shares 740 Est. Cost $147.02 Unrealized +27.0%
Maxar Technologies Inc 0.1%
Value ($000) $148 Shares 5,000 Est. Cost $37.80 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $146 Shares 352 Est. Cost $249.39 Unrealized +37.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $145 Shares 3,717 Est. Cost $34.95 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $145 Shares 288 Est. Cost $308.78 Unrealized +36.7%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $145 Shares 3,284 Est. Cost $16.53 Unrealized +103.3%
T AT&T INC COM 0.1%
Value ($000) $139 Shares 5,643 Est. Cost $16.27 Unrealized -9.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $138 Shares 533 Est. Cost $99.90 Unrealized +120.0%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $138 Shares 2,296 Est. Cost $58.49 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX ETF 0.1%
Value ($000) $137 Shares 2,485 Est. Cost $52.43 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $137 Shares 1,121 Est. Cost $106.02 Unrealized
IJJ iShares S&P 400 Value ETF 0.1%
Value ($000) $134 Shares 1,214 Est. Cost $141.97 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $133 Shares 445 Est. Cost $236.94 Unrealized +20.9%
VSS Vanguard World Ex. US Small Cap ETF 0.1%
Value ($000) $130 Shares 968 Est. Cost $114.64 Unrealized
MGV Vanguard US Mega Cap Value ETF 0.1%
Value ($000) $126 Shares 1,175 Est. Cost $82.92 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $124 Shares 341 Est. Cost $284.46 Unrealized
DFAC DFA US Core Equity II ETF 0.1%
Value ($000) $120 Shares 4,128 Est. Cost $27.01 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $117 Shares 256 Est. Cost $303.86 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $116 Shares 2,500 Est. Cost $41.20 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $116 Shares 2,236 Est. Cost $42.97 Unrealized -6.0%
MBB iShares MBS ETF 0.1%
Value ($000) $115 Shares 1,067 Est. Cost $108.48 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $110 Shares 2,682 Est. Cost $33.20 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.0%
Value ($000) $109 Shares 3,929 Est. Cost $25.96 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $109 Shares 808 Est. Cost $83.79 Unrealized +21.4%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $109 Shares 4,179 Est. Cost $19.52 Unrealized +16.6%
BMVP INVESCO DYNAMIC MARKET ETF 0.0%
Value ($000) $108 Shares 859 Est. Cost $98.95 Unrealized
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $107 Shares 1,623 Est. Cost $34.50 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $102 Shares 1,937 Est. Cost $44.91 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $102 Shares 12,437 Est. Cost $7.93 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $100 Shares 855 Est. Cost $88.50 Unrealized +8.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $98 Shares 800 Est. Cost $101.55 Unrealized +15.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $97 Shares 171 Est. Cost $307.69 Unrealized +58.6%
VYMI Vanguard International High Dividend Yield ETF 0.0%
Value ($000) $97 Shares 1,447 Est. Cost $64.74 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $96 Shares 617 Est. Cost $164.25 Unrealized -3.9%
INTC INTEL CORP COM 0.0%
Value ($000) $95 Shares 1,842 Est. Cost $50.72 Unrealized -6.8%
IJK iShares S&P 400 Growth ETF 0.0%
Value ($000) $92 Shares 1,084 Est. Cost $125.14 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $89 Shares 937 Est. Cost $62.95 Unrealized -2.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $88 Shares 294 Est. Cost $248.83 Unrealized +2.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $87 Shares 4,191 Est. Cost $10.49 Unrealized +33.5%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $86 Shares 1,358 Est. Cost $42.39 Unrealized +19.1%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $86 Shares 1,116 Est. Cost $89.61 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $84 Shares 941 Est. Cost $76.24 Unrealized -4.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $83 Shares 505 Est. Cost $90.25 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $82 Shares 783 Est. Cost $76.74 Unrealized +12.4%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $81 Shares 2,098 Est. Cost $33.99 Unrealized +3.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $79 Shares 381 Est. Cost $186.98 Unrealized -1.0%
SRE SEMPRA COM 0.0%
Value ($000) $79 Shares 600 Est. Cost $53.08 Unrealized +4.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 384 Est. Cost $175.13 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $78 Shares 909 Est. Cost $59.59 Unrealized +19.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $78 Shares 563 Est. Cost $95.43 Unrealized +23.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $77 Shares 1,795 Est. Cost $43.21 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $76 Shares 657 Est. Cost $114.26 Unrealized
IVLU iShares International Value ETF 0.0%
Value ($000) $75 Shares 2,948 Est. Cost $20.51 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $72 Shares 25 Est. Cost $139.85 Unrealized +2.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $72 Shares 679 Est. Cost $99.47 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $71 Shares 1,200 Est. Cost $82.85 Unrealized -32.5%
HUM HUMANA INC COM 0.0%
Value ($000) $70 Shares 150 Est. Cost $300.46 Unrealized +41.4%
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $69 Shares 645 Est. Cost $83.32 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $68 Shares 201 Est. Cost $308.46 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $68 Shares 1,457 Est. Cost $40.91 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $67 Shares 1,873 Est. Cost $38.97 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $66 Shares 277 Est. Cost $271.01 Unrealized -5.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $64 Shares 1,523 Est. Cost $21.21 Unrealized +68.7%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $64 Shares 700 Est. Cost $61.43 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 445 Est. Cost $103.06 Unrealized
SHV iShares Short-Term Treasury Bond ETF 0.0%
Value ($000) $62 Shares 565 Est. Cost $109.41 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $61 Shares 699 Est. Cost $88.35 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $60 Shares 2,876 Est. Cost $11.05 Unrealized +6.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $59 Shares 250 Est. Cost $177.40 Unrealized +21.5%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $57 Shares 800 Est. Cost $65.00 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $57 Shares 1,918 Est. Cost $26.79 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 775 Est. Cost $59.99 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $55 Shares 331 Est. Cost $140.65 Unrealized +7.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $54 Shares 392 Est. Cost $94.61 Unrealized +16.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $53 Shares 787 Est. Cost $51.89 Unrealized +6.5%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 581 Est. Cost $81.78 Unrealized
IXUS iShares Core Total International Stock ETF 0.0%
Value ($000) $53 Shares 750 Est. Cost $73.33 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $53 Shares 80 Est. Cost $51.79 Unrealized 0.0%
HYEM VANECK VECTORS EM MKTS HY BOND ETF 0.0%
Value ($000) $52 Shares 2,329 Est. Cost $23.36 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $52 Shares 1,450 Est. Cost $26.20 Unrealized +4.5%
ICVT iShares Convertible Bond ETF 0.0%
Value ($000) $52 Shares 585 Est. Cost $66.01 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $50 Shares 524 Est. Cost $122.51 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $50 Shares 459 Est. Cost $108.93 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $50 Shares 386 Est. Cost $128.59 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $50 Shares 540 Est. Cost $54.40 Unrealized +42.2%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $49 Shares 850 Est. Cost $47.55 Unrealized +7.4%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $49 Shares 584 Est. Cost $60.37 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $48 Shares 562 Est. Cost $73.37 Unrealized +8.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $48 Shares 170 Est. Cost $162.05 Unrealized +79.9%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $47 Shares 435 Est. Cost $95.46 Unrealized
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $47 Shares 550 Est. Cost $72.73 Unrealized
EEMS iShares Emerging Markets Small Cap ETF 0.0%
Value ($000) $47 Shares 773 Est. Cost $35.08 Unrealized
USHY iShares USD High Yield Corporate Bond ETF 0.0%
Value ($000) $45 Shares 1,088 Est. Cost $41.36 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $45 Shares 432 Est. Cost $92.57 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $44 Shares 123 Est. Cost $307.86 Unrealized +0.4%
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $43 Shares 759 Est. Cost $55.49 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $43 Shares 15 Est. Cost $111.38 Unrealized +28.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $43 Shares 234 Est. Cost $123.61 Unrealized +18.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $25.49 Unrealized +54.4%
O REALTY INCOME CORP COM 0.0%
Value ($000) $42 Shares 580 Est. Cost $55.37 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $42.00 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $42 Shares 157 Est. Cost $198.07 Unrealized +15.9%
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $41 Shares 558 Est. Cost $95.28 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $41 Shares 1,249 Est. Cost $24.64 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $41 Shares 450 Est. Cost $80.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $40 Shares 688 Est. Cost $55.41 Unrealized +1.7%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $39 Shares 254 Est. Cost $147.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $39 Shares 623 Est. Cost $51.80 Unrealized -5.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $39 Shares 120 Est. Cost $270.11 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $39 Shares 181 Est. Cost $163.36 Unrealized +24.6%
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $38 Shares 280 Est. Cost $143.49 Unrealized
REET iShares Global REIT ETF 0.0%
Value ($000) $38 Shares 1,246 Est. Cost $27.59 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $38 Shares 155 Est. Cost $176.27 Unrealized +17.6%
TREX TREX CO INC COM 0.0%
Value ($000) $38 Shares 280 Est. Cost $56.61 Unrealized +112.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $38 Shares 208 Est. Cost $182.69 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $37 Shares 486 Est. Cost $67.55 Unrealized +3.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $42.88 Unrealized +66.1%
V VISA INC COM CL A 0.0%
Value ($000) $36 Shares 168 Est. Cost $207.31 Unrealized +0.4%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $35 Shares 341 Est. Cost $75.58 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $35 Shares 304 Est. Cost $75.72 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $34 Shares 298 Est. Cost $77.58 Unrealized +9.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $34 Shares 684 Est. Cost $37.19 Unrealized +24.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $34 Shares 158 Est. Cost $141.01 Unrealized +19.5%
GLW CORNING INC COM 0.0%
Value ($000) $34 Shares 900 Est. Cost $24.43 Unrealized +36.4%
EFAV iShares EAFE Minimum Volatility ETF 0.0%
Value ($000) $32 Shares 419 Est. Cost $76.37 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $32 Shares 30 Est. Cost $89.61 Unrealized +274.3%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $32 Shares 1,044 Est. Cost $30.75 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $32 Shares 185 Est. Cost $140.09 Unrealized +11.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $32 Shares 170 Est. Cost $221.67 Unrealized -2.6%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $31 Shares 193 Est. Cost $93.26 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $30 Shares 655 Est. Cost $38.48 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $30 Shares 800 Est. Cost $21.98 Unrealized +28.3%
ELD WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $36.00 Unrealized
LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 0.0%
Value ($000) $30 Shares 1,482 Est. Cost $20.24 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $30 Shares 33 Est. Cost $909.09 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $30 Shares 119 Est. Cost $156.88 Unrealized +85.3%
IDEV iShares Core International Developed Markets 0.0%
Value ($000) $29 Shares 430 Est. Cost $63.48 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $29 Shares 569 Est. Cost $49.27 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $29 Shares 425 Est. Cost $54.72 Unrealized 0.0%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $90.00 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $28 Shares 750 Est. Cost $30.96 Unrealized +7.5%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $28 Shares 104 Est. Cost $251.12 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $28 Shares 512 Est. Cost $55.14 Unrealized
MTUM iShares US Momentum ETF 0.0%
Value ($000) $27 Shares 147 Est. Cost $158.19 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $27 Shares 515 Est. Cost $38.02 Unrealized 0.0%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $27 Shares 1,450 Est. Cost $18.96 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $26 Shares 380 Est. Cost $39.63 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $26 Shares 280 Est. Cost $72.97 Unrealized +18.5%
EWQ iShares France ETF 0.0%
Value ($000) $26 Shares 680 Est. Cost $32.35 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $26 Shares 425 Est. Cost $61.18 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $26 Shares 425 Est. Cost $57.18 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $25 Shares 85 Est. Cost $27.46 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $25 Shares 670 Est. Cost $31.06 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $25 Shares 100 Est. Cost $200.38 Unrealized +7.3%
OGS ONE GAS INC COM 0.0%
Value ($000) $25 Shares 316 Est. Cost $72.97 Unrealized -4.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $24 Shares 101 Est. Cost $17.23 Unrealized +136.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $139.59 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $24 Shares 417 Est. Cost $51.06 Unrealized -11.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $24 Shares 153 Est. Cost $121.27 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $24 Shares 392 Est. Cost $53.82 Unrealized +2.9%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $24 Shares 444 Est. Cost $45.04 Unrealized +7.8%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.57 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $24 Shares 611 Est. Cost $32.72 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $24 Shares 133 Est. Cost $125.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $23 Shares 288 Est. Cost $62.13 Unrealized +0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $23 Shares 190 Est. Cost $57.89 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $23 Shares 96 Est. Cost $206.36 Unrealized 0.0%
MGK Vanguard US Mega Cap Growth ETF 0.0%
Value ($000) $23 Shares 89 Est. Cost $235.96 Unrealized
DFAU DFA US Core Equity ETF 0.0%
Value ($000) $23 Shares 699 Est. Cost $33.15 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $23 Shares 775 Est. Cost $25.44 Unrealized +12.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $23 Shares 1,038 Est. Cost $24.08 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $22 Shares 350 Est. Cost $57.14 Unrealized +26.1%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $22 Shares 682 Est. Cost $36.12 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $22 Shares 63 Est. Cost $414.80 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $22 Shares 97 Est. Cost $196.64 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $22 Shares 900 Est. Cost $22.19 Unrealized -6.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $21 Shares 1,315 Est. Cost $13.72 Unrealized -3.8%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $86.62 Unrealized -1.3%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $21 Shares 247 Est. Cost $83.60 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $20 Shares 153 Est. Cost $116.12 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $20 Shares 450 Est. Cost $37.13 Unrealized 0.0%
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0%
Value ($000) $20 Shares 340 Est. Cost $42.48 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $20 Shares 56 Est. Cost $344.06 Unrealized 0.0%
IUSV iShares Core S&P US Value ETF 0.0%
Value ($000) $20 Shares 267 Est. Cost $71.16 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $20 Shares 100 Est. Cost $90.30 Unrealized +97.7%
EWJ iShares Japan ETF 0.0%
Value ($000) $20 Shares 306 Est. Cost $58.82 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $59.76 Unrealized -9.2%
IGIB iShares 5-10 Year Investment Grade ETF 0.0%
Value ($000) $19 Shares 326 Est. Cost $61.35 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $19 Shares 102 Est. Cost $128.58 Unrealized +23.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $19 Shares 96 Est. Cost $158.69 Unrealized +9.8%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $19 Shares 810 Est. Cost $39.36 Unrealized -27.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $18 Shares 210 Est. Cost $86.05 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 268 Est. Cost $63.71 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $18 Shares 88 Est. Cost $147.45 Unrealized +1.7%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $17 Shares 174 Est. Cost $80.66 Unrealized -1.6%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $17 Shares 220 Est. Cost $77.27 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $17 Shares 55 Est. Cost $296.23 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $17 Shares 334 Est. Cost $50.91 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $17 Shares 810 Est. Cost $13.96 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value ($000) $16 Shares 88 Est. Cost $139.20 Unrealized -8.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $16 Shares 200 Est. Cost $71.78 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $16 Shares 1,030 Est. Cost $15.53 Unrealized
IFGL iShares International Developed Real Estate 0.0%
Value ($000) $15 Shares 529 Est. Cost $28.96 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $15 Shares 268 Est. Cost $31.28 Unrealized +62.9%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $15 Shares 180 Est. Cost $70.50 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $15 Shares 130 Est. Cost $44.52 Unrealized +1.4%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $209.01 Unrealized +34.5%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $14 Shares 470 Est. Cost $9.99 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $14 Shares 49 Est. Cost $221.28 Unrealized +8.2%
VOT Vanguard Mid Cap Growth ETF 0.0%
Value ($000) $14 Shares 54 Est. Cost $240.74 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $14 Shares 368 Est. Cost $38.04 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 181 Est. Cost $63.74 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.97 Unrealized 0.0%
ICLN iShares S&P Global Clean Energy Index 0.0%
Value ($000) $13 Shares 600 Est. Cost $23.33 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $13 Shares 210 Est. Cost $48.08 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $23.15 Unrealized 0.0%
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $12 Shares 584 Est. Cost $19.12 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $12 Shares 214 Est. Cost $49.26 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $11 Shares 50 Est. Cost $160.00 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $200.25 Unrealized -7.5%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $11 Shares 745 Est. Cost $14.77 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $11 Shares 226 Est. Cost $48.67 Unrealized
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 0.0%
Value ($000) $11 Shares 300 Est. Cost $40.00 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $11 Shares 75 Est. Cost $133.33 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $11 Shares 820 Est. Cost $13.33 Unrealized -16.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $10 Shares 237 Est. Cost $43.43 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $10 Shares 650 Est. Cost $12.22 Unrealized +9.3%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $9 Shares 340 Est. Cost $26.47 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $125.27 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.31 Unrealized +8.4%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $9 Shares 140 Est. Cost $56.82 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 104 Est. Cost $85.62 Unrealized 0.0%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 149 Est. Cost $53.05 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $8 Shares 43 Est. Cost $139.53 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $8 Shares 85 Est. Cost $48.76 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.31 Unrealized -3.6%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $8 Shares 193 Est. Cost $41.45 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $162.79 Unrealized
GVI iShares Intermediate-Term Government/Corporate ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $108.11 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.59 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $8 Shares 192 Est. Cost $41.67 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 434 Est. Cost $21.59 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $8 Shares 112 Est. Cost $87.36 Unrealized 0.0%
CRGY CRESCENT ENERGY COMPANY CL A COM 0.0%
Value ($000) $8 Shares 647 Est. Cost $11.55 Unrealized 0.0%
HYS PIMCO 0-5 YR HY CORP BOND INDEX ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $94.12 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $54.93 Unrealized +42.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 42 Est. Cost $142.86 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 156 Est. Cost $38.46 Unrealized
ONCY ONCOLYTICS BIOTECH INC COM NEW 0.0%
Value ($000) $7 Shares 5,189 Est. Cost $2.98 Unrealized -38.0%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
IAGG iShares Core International Bond ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $52.47 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $7 Shares 31 Est. Cost $225.81 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $67.80 Unrealized +31.1%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $187.50 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $39.22 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $6 Shares 38 Est. Cost $153.69 Unrealized +41.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $59.44 Unrealized +45.5%
META META PLATFORMS INC CL A 0.0%
Value ($000) $6 Shares 18 Est. Cost $226.55 Unrealized +45.5%
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $6 Shares 218 Est. Cost $12.46 Unrealized +61.3%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $6 Shares 68 Est. Cost $60.42 Unrealized +38.4%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $6 Shares 68 Est. Cost $73.53 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $6 Shares 600 Est. Cost $11.67 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $6 Shares 241 Est. Cost $24.03 Unrealized +2.5%
AEROJET ROCKETDYNE HLDGS INC COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.62 Unrealized
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.0%
Value ($000) $5 Shares 151 Est. Cost $28.57 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $5 Shares 141 Est. Cost $73.81 Unrealized -39.8%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $181.85 Unrealized +7.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $5 Shares 46 Est. Cost $78.41 Unrealized +22.6%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $194.04 Unrealized -2.9%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $327.93 Unrealized +18.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $31.60 Unrealized +79.3%
OZK BANK OZK COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $23.29 Unrealized +68.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $5 Shares 53 Est. Cost $59.51 Unrealized +21.2%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $5 Shares 26 Est. Cost $192.31 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $278.19 Unrealized +25.2%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $5 Shares 50 Est. Cost $69.70 Unrealized +39.4%
ARCHAEA ENERGY INC COM CL A 0.0%
Value ($000) $5 Shares 285 Est. Cost $17.54 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $290.76 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $300.00 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.11 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $163.15 Unrealized +13.3%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 378 Est. Cost $15.87 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $4 Shares 128 Est. Cost $39.06 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $4 Shares 149 Est. Cost $44.37 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $116.48 Unrealized +18.6%
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value ($000) $4 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 +79.5%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $3 Shares 20 Est. Cost $164.40 Unrealized
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $3 Shares 303 Est. Cost $6.37 Unrealized +53.6%
BIODELIVERY SCIENCES INTL INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.00 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $166.67 Unrealized
NEXT NEXTDECADE CORP COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.15 Unrealized +5.8%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 164 Est. Cost $19.42 Unrealized +16.9%
CENTENNIAL RESOURCE DEV INC CL A 0.0%
Value ($000) $3 Shares 546 Est. Cost $5.49 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $174.08 Unrealized +59.5%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.94 Unrealized +11.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $3 Shares 161 Est. Cost $24.26 Unrealized -34.4%
AVALARA INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 73 Est. Cost $54.79 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $44.40 Unrealized +44.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $339.57 Unrealized -0.5%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 105 Est. Cost $21.39 Unrealized 0.0%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $29.70 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $2 Shares 45 Est. Cost $85.95 Unrealized -49.4%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $211.57 Unrealized +15.1%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $2 Shares 80 Est. Cost $62.50 Unrealized
FNDC SCHWAB FUND INTL SMALL COMP INDEX ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $22.61 Unrealized
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $32.92 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $2 Shares 79 Est. Cost $12.66 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
EVC ENTRAVISION COMMUNICATIONS CP CL A 0.0%
Value ($000) $2 Shares 291 Est. Cost $5.21 Unrealized +12.4%
DDS DILLARDS INC CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $63.03 Unrealized +230.2%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $19.29 Unrealized -0.6%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 271 Est. Cost $28.83 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 423 Est. Cost $7.65 Unrealized -34.7%
USIG iShares USD Investment Grade Corporate Bond ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $45.14 Unrealized
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $2 Shares 800 Est. Cost $2.50 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $199.27 Unrealized -13.8%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $2 Shares 362 Est. Cost $2.22 Unrealized
IWC iShares Micro Cap ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $101.27 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $74.91 Unrealized +23.2%
SABR SABRE CORP COM 0.0%
Value ($000) $2 Shares 287 Est. Cost $13.55 Unrealized -29.2%
DFAI DFA International Core Equity ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
SKILLZ INC COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $26.67 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $161.79 Unrealized 0.0%
DIGITAL BRANDS GROUP INC COM 0.0%
Value ($000) $1 Shares 243 Est. Cost $4.12 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $1 Shares 59 Est. Cost $45.49 Unrealized -32.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.06 Unrealized +16.7%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.94 Unrealized +22.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 48 Est. Cost $26.93 Unrealized +0.1%
MACQUARIE INFRASTR HOLD LLC COMMON UNITS 0.0%
Value ($000) $1 Shares 292 Est. Cost $44.52 Unrealized
EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
ZYNGA INC CL A 0.0%
Value ($000) $1 Shares 143 Est. Cost $6.99 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $18.04 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 126 Est. Cost $12.79 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $46.63 Unrealized -2.5%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
BNO UNITED STATES BRENT OIL FUND 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
FNDE SCHWAB FUND EM MKTS LARGE COMP INDEX ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $154.31 Unrealized -53.5%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $625.08 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $368.06 Unrealized -36.1%
IVOO Vanguard S&P 400 Mid Cap ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.81 Unrealized +14.2%
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $70.41 Unrealized -59.3%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
LRMR LARIMAR THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $11.30 Unrealized -1.6%
WEX WEX INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $211.04 Unrealized -27.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.85 Unrealized +23.4%
IGOV ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-US 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
REGIS CORP MINN COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.36 Unrealized +30.0%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $1.28 Unrealized +261.6%
RFDI FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.73 Unrealized
FLTR VANECK INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RFEM FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.03 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.46 Unrealized +44.0%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.02 Unrealized -28.8%
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.61 Unrealized -4.0%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 33 Est. Cost $26.56 Unrealized