TrueWealth Advisors, LLC Diversified Active

CIK: 0001817714 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $257,904 (100.0% shares, 0.0% debt)

Holdings (197)

SPY SPDR S&P 500 ETF TR 10.3%
Value ($000) $26,670 Shares 56,111 Est. Cost $409.02 Unrealized
SPAB SPDR SER TR 5.0%
Value ($000) $12,906 Shares 503,362 Est. Cost $25.78 Unrealized
ACIO ETF SER SOLUTIONS 5.0%
Value ($000) $12,826 Shares 386,803 Est. Cost $30.42 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 4.9%
Value ($000) $12,749 Shares 472,375 Est. Cost $25.76 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 4.0%
Value ($000) $10,379 Shares 316,726 Est. Cost $24.69 Unrealized
SCHD SCHWAB STRATEGIC TR 3.8%
Value ($000) $9,675 Shares 127,080 Est. Cost $71.12 Unrealized
DBEF DBX ETF TR 3.6%
Value ($000) $9,334 Shares 252,407 Est. Cost $35.26 Unrealized
QQQ INVESCO QQQ TR 3.0%
Value ($000) $7,627 Shares 18,624 Est. Cost $321.56 Unrealized
JUCY ETF SER SOLUTIONS 2.7%
Value ($000) $6,835 Shares 288,819 Est. Cost $24.92 Unrealized
OSCV ETF SER SOLUTIONS 2.2%
Value ($000) $5,668 Shares 168,828 Est. Cost $31.31 Unrealized
FRDM EA SERIES TRUST 2.1%
Value ($000) $5,540 Shares 168,376 Est. Cost $29.91 Unrealized
IGRO ISHARES TR 2.0%
Value ($000) $5,186 Shares 80,315 Est. Cost $61.05 Unrealized
PFF ISHARES TR 1.7%
Value ($000) $4,500 Shares 144,283 Est. Cost $31.39 Unrealized
SFBS SERVISFIRST BANCSHARES INC 1.7%
Value ($000) $4,386 Shares 65,824 Est. Cost $61.75 Unrealized -15.8%
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $3,745 Shares 68,111 Est. Cost $54.68 Unrealized
SPIB SPDR SER TR 1.2%
Value ($000) $3,010 Shares 91,688 Est. Cost $31.90 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,834 Shares 47,498 Est. Cost $59.36 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.0%
Value ($000) $2,688 Shares 7,134 Est. Cost $331.95 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,650 Shares 7,046 Est. Cost $251.89 Unrealized +39.1%
IIPR INNOVATIVE INDL PPTYS INC 1.0%
Value ($000) $2,607 Shares 25,860 Est. Cost $113.63 Unrealized
SO SOUTHERN CO 1.0%
Value ($000) $2,599 Shares 37,061 Est. Cost $59.41 Unrealized +7.3%
VGSH VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $2,573 Shares 44,119 Est. Cost $57.99 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2,295 Shares 11,921 Est. Cost $132.98 Unrealized +37.5%
IVV ISHARES TR 0.9%
Value ($000) $2,223 Shares 4,655 Est. Cost $423.22 Unrealized
SJNK SPDR SER TR 0.8%
Value ($000) $2,185 Shares 86,894 Est. Cost $24.80 Unrealized
HEI/A HEICO CORP NEW 0.8%
Value ($000) $2,166 Shares 15,203 Est. Cost $126.45 Unrealized +6.8%
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,140 Shares 41,003 Est. Cost $53.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $1,953 Shares 11,462 Est. Cost $145.07 Unrealized
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $1,806 Shares 3,313 Est. Cost $419.96 Unrealized +21.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,763 Shares 11,820 Est. Cost $100.10 Unrealized +37.7%
KNG FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,647 Shares 31,875 Est. Cost $50.14 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,597 Shares 10,120 Est. Cost $146.75 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,573 Shares 100,497 Est. Cost $14.58 Unrealized
SPYM SPDR SER TR 0.6%
Value ($000) $1,425 Shares 25,491 Est. Cost $45.36 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,408 Shares 14,080 Est. Cost $40.69 Unrealized +139.9%
T AT&T INC 0.5%
Value ($000) $1,377 Shares 82,077 Est. Cost $14.92 Unrealized -4.7%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,350 Shares 35,811 Est. Cost $34.63 Unrealized -10.5%
IUSB ISHARES TR 0.5%
Value ($000) $1,337 Shares 29,013 Est. Cost $50.19 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,306 Shares 5,614 Est. Cost $224.87 Unrealized
PFFD GLOBAL X FDS 0.5%
Value ($000) $1,285 Shares 66,252 Est. Cost $20.07 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,181 Shares 26,479 Est. Cost $46.36 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,179 Shares 23,619 Est. Cost $47.38 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,137 Shares 6,687 Est. Cost $122.96 Unrealized +17.8%
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,109 Shares 23,155 Est. Cost $50.71 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,105 Shares 21,393 Est. Cost $51.67 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $1,036 Shares 7,260 Est. Cost $93.25 Unrealized +16.2%
MGC VANGUARD WORLD FD 0.4%
Value ($000) $978 Shares 5,777 Est. Cost $159.86 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $968 Shares 6,477 Est. Cost $133.32 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $951 Shares 22,419 Est. Cost $41.74 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $928 Shares 5,505 Est. Cost $112.24 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $918 Shares 3,695 Est. Cost $250.39 Unrealized -5.1%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $903 Shares 10,881 Est. Cost $100.71 Unrealized
TPLC TIMOTHY PLAN 0.3%
Value ($000) $898 Shares 23,504 Est. Cost $34.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $898 Shares 10,707 Est. Cost $54.68 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $891 Shares 4,003 Est. Cost $166.80 Unrealized +16.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $888 Shares 5,843 Est. Cost $124.49 Unrealized +12.6%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $872 Shares 49,458 Est. Cost $10.33 Unrealized +48.5%
GOOGL ALPHABET INC 0.3%
Value ($000) $855 Shares 6,118 Est. Cost $116.69 Unrealized +14.3%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $851 Shares 2,736 Est. Cost $279.31 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $837 Shares 16,097 Est. Cost $50.43 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $836 Shares 23,998 Est. Cost $16.01 Unrealized +100.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $795 Shares 4,861 Est. Cost $113.32 Unrealized +24.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $717 Shares 4,577 Est. Cost $140.42 Unrealized +2.3%
IVE ISHARES TR 0.3%
Value ($000) $705 Shares 4,056 Est. Cost $143.12 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $701 Shares 5,712 Est. Cost $89.04 Unrealized
WMT WALMART INC 0.3%
Value ($000) $698 Shares 4,428 Est. Cost $49.24 Unrealized +4.9%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $697 Shares 9,047 Est. Cost $81.76 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $665 Shares 14,432 Est. Cost $44.65 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $633 Shares 8,404 Est. Cost $63.97 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $620 Shares 1,063 Est. Cost $201.97 Unrealized +184.7%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $618 Shares 36,628 Est. Cost $20.58 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $615 Shares 4,200 Est. Cost $134.84 Unrealized +4.3%
IJR ISHARES TR 0.2%
Value ($000) $615 Shares 5,678 Est. Cost $108.14 Unrealized
CALF PACER FDS TR 0.2%
Value ($000) $605 Shares 12,597 Est. Cost $44.44 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $591 Shares 4,858 Est. Cost $111.84 Unrealized +3.3%
QUAL ISHARES TR 0.2%
Value ($000) $588 Shares 3,998 Est. Cost $123.50 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $586 Shares 11,876 Est. Cost $56.85 Unrealized
V VISA INC 0.2%
Value ($000) $582 Shares 2,236 Est. Cost $237.58 Unrealized +2.1%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $577 Shares 4,232 Est. Cost $128.58 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $568 Shares 3,661 Est. Cost $129.40 Unrealized +11.5%
MBB ISHARES TR 0.2%
Value ($000) $558 Shares 5,935 Est. Cost $97.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $546 Shares 8,627 Est. Cost $66.70 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $521 Shares 2,486 Est. Cost $169.09 Unrealized +1.9%
IWD ISHARES TR 0.2%
Value ($000) $521 Shares 3,151 Est. Cost $144.61 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $518 Shares 464 Est. Cost $86.36 Unrealized +6.8%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $510 Shares 19,196 Est. Cost $26.57 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $492 Shares 9,732 Est. Cost $44.93 Unrealized +6.8%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $491 Shares 11,009 Est. Cost $42.53 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $488 Shares 2,289 Est. Cost $212.82 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $483 Shares 8,097 Est. Cost $54.48 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $477 Shares 1,839 Est. Cost $188.20 Unrealized +24.5%
ETN EATON CORP PLC 0.2%
Value ($000) $469 Shares 1,948 Est. Cost $151.20 Unrealized +42.6%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $468 Shares 2,167 Est. Cost $170.10 Unrealized +3.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $454 Shares 4,063 Est. Cost $100.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $453 Shares 860 Est. Cost $478.69 Unrealized +6.8%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $449 Shares 7,000 Est. Cost $57.26 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $444 Shares 8,516 Est. Cost $50.49 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $437 Shares 2,269 Est. Cost $134.33 Unrealized
BA BOEING CO 0.2%
Value ($000) $430 Shares 1,648 Est. Cost $163.57 Unrealized +30.8%
ADBE ADOBE INC 0.2%
Value ($000) $427 Shares 716 Est. Cost $537.66 Unrealized +7.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $426 Shares 1,437 Est. Cost $239.22 Unrealized +8.1%
DAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $425 Shares 13,148 Est. Cost $29.13 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $415 Shares 2,606 Est. Cost $126.22 Unrealized +13.6%
EFG ISHARES TR 0.2%
Value ($000) $411 Shares 4,239 Est. Cost $95.04 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $410 Shares 7,276 Est. Cost $69.80 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $404 Shares 8,366 Est. Cost $49.72 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.2%
Value ($000) $402 Shares 5,993 Est. Cost $58.13 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $401 Shares 686 Est. Cost $528.67 Unrealized +5.0%
AGG ISHARES TR 0.2%
Value ($000) $401 Shares 4,038 Est. Cost $115.19 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $387 Shares 7,186 Est. Cost $45.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $385 Shares 849 Est. Cost $342.33 Unrealized +21.9%
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $384 Shares 17,100 Est. Cost $14.90 Unrealized +22.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $379 Shares 1,842 Est. Cost $172.97 Unrealized +3.0%
EFX EQUIFAX INC 0.1%
Value ($000) $372 Shares 1,505 Est. Cost $216.27 Unrealized -7.6%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $369 Shares 9,103 Est. Cost $41.97 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $367 Shares 18,915 Est. Cost $19.19 Unrealized -21.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $366 Shares 8,350 Est. Cost $31.52 Unrealized +27.2%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $358 Shares 8,269 Est. Cost $42.65 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $357 Shares 3,468 Est. Cost $95.17 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $356 Shares 3,433 Est. Cost $62.28 Unrealized +39.1%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $355 Shares 15,402 Est. Cost $19.72 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $352 Shares 3,000 Est. Cost $122.67 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $349 Shares 4,310 Est. Cost $57.94 Unrealized +24.6%
AFL AFLAC INC 0.1%
Value ($000) $348 Shares 4,215 Est. Cost $51.06 Unrealized +50.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $340 Shares 2,979 Est. Cost $87.23 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $338 Shares 2,370 Est. Cost $172.26 Unrealized -28.0%
BP BP PLC 0.1%
Value ($000) $337 Shares 9,509 Est. Cost $29.94 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $336 Shares 2,622 Est. Cost $114.72 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $328 Shares 3,318 Est. Cost $101.83 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $328 Shares 751 Est. Cost $436.63 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $325 Shares 939 Est. Cost $254.69 Unrealized +15.3%
DOW DOW INC 0.1%
Value ($000) $325 Shares 5,922 Est. Cost $41.11 Unrealized +8.6%
CPRT COPART INC 0.1%
Value ($000) $322 Shares 6,575 Est. Cost $47.24 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $320 Shares 9,242 Est. Cost $29.47 Unrealized +4.7%
TPHD TIMOTHY PLAN 0.1%
Value ($000) $319 Shares 9,621 Est. Cost $31.16 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $313 Shares 761 Est. Cost $326.25 Unrealized +17.6%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $310 Shares 4,159 Est. Cost $99.53 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $310 Shares 1,569 Est. Cost $161.27 Unrealized +7.2%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $308 Shares 10,440 Est. Cost $27.70 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $307 Shares 9,129 Est. Cost $24.25 Unrealized +13.8%
PFE PFIZER INC 0.1%
Value ($000) $306 Shares 10,640 Est. Cost $33.96 Unrealized -22.3%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $303 Shares 3,970 Est. Cost $89.00 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $303 Shares 4,839 Est. Cost $56.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $299 Shares 7,264 Est. Cost $50.00 Unrealized
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $295 Shares 12,498 Est. Cost $23.13 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $293 Shares 1,076 Est. Cost $150.99 Unrealized +70.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $272 Shares 3,577 Est. Cost $68.40 Unrealized -7.4%
TGT TARGET CORP 0.1%
Value ($000) $271 Shares 1,904 Est. Cost $113.03 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $271 Shares 3,431 Est. Cost $72.79 Unrealized -10.2%
HDV ISHARES TR 0.1%
Value ($000) $270 Shares 2,643 Est. Cost $93.33 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $268 Shares 3,344 Est. Cost $74.90 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $267 Shares 5,276 Est. Cost $50.58 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $267 Shares 2,552 Est. Cost $105.41 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $265 Shares 1,118 Est. Cost $237.22 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $264 Shares 4,054 Est. Cost $71.84 Unrealized -17.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $263 Shares 300 Est. Cost $625.92 Unrealized +30.8%
TFLO ISHARES TR 0.1%
Value ($000) $262 Shares 5,193 Est. Cost $50.74 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $257 Shares 530 Est. Cost $388.89 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $256 Shares 5,529 Est. Cost $53.47 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $253 Shares 4,915 Est. Cost $41.35 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $252 Shares 5,019 Est. Cost $40.04 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $252 Shares 7,151 Est. Cost $23.04 Unrealized +45.2%
ABBV ABBVIE INC 0.1%
Value ($000) $251 Shares 1,619 Est. Cost $135.37 Unrealized +0.3%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $250 Shares 5,524 Est. Cost $45.51 Unrealized -6.8%
CSL CARLISLE COS INC 0.1%
Value ($000) $250 Shares 800 Est. Cost $214.72 Unrealized +25.1%
SLYG SPDR SER TR 0.1%
Value ($000) $248 Shares 2,966 Est. Cost $80.21 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $244 Shares 10,603 Est. Cost $25.36 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $244 Shares 4,585 Est. Cost $51.01 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $243 Shares 2,495 Est. Cost $84.10 Unrealized +4.7%
UNP UNION PAC CORP 0.1%
Value ($000) $242 Shares 987 Est. Cost $187.63 Unrealized +11.5%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $239 Shares 3,375 Est. Cost $66.61 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $239 Shares 4,050 Est. Cost $56.61 Unrealized -5.9%
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $231 Shares 10,500 Est. Cost $15.12 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $231 Shares 4,951 Est. Cost $51.84 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $230 Shares 4,540 Est. Cost $50.86 Unrealized
DRSK ETF SER SOLUTIONS 0.1%
Value ($000) $223 Shares 8,847 Est. Cost $25.97 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $222 Shares 2,286 Est. Cost $87.69 Unrealized -4.4%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $221 Shares 11,630 Est. Cost $18.62 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $220 Shares 2,022 Est. Cost $93.55 Unrealized +3.5%
USB US BANCORP DEL 0.1%
Value ($000) $219 Shares 5,056 Est. Cost $33.10 Unrealized 0.0%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $218 Shares 716 Est. Cost $304.55 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $217 Shares 439 Est. Cost $44.77 Unrealized +3.4%
IVW ISHARES TR 0.1%
Value ($000) $215 Shares 2,859 Est. Cost $68.42 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $215 Shares 774 Est. Cost $249.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $213 Shares 1,257 Est. Cost $160.89 Unrealized -4.4%
ORCL ORACLE CORP 0.1%
Value ($000) $213 Shares 2,021 Est. Cost $100.78 Unrealized +5.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $209 Shares 596 Est. Cost $279.68 Unrealized +11.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $209 Shares 883 Est. Cost $200.12 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $207 Shares 5,143 Est. Cost $37.47 Unrealized -7.1%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $204 Shares 3,441 Est. Cost $57.15 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $204 Shares 2,388 Est. Cost $70.30 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $202 Shares 4,000 Est. Cost $50.52 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $202 Shares 8,148 Est. Cost $30.67 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $202 Shares 1,078 Est. Cost $156.99 Unrealized 0.0%
SHYG ISHARES TR 0.1%
Value ($000) $201 Shares 4,749 Est. Cost $43.25 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $179 Shares 21,140 Est. Cost $10.80 Unrealized
BLACKROCK INCOME TR INC 0.1%
Value ($000) $140 Shares 11,495 Est. Cost $12.31 Unrealized