Rise Advisors, LLC Diversified Active

CIK: 0001831316 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $126,141 (100.0% shares, 0.0% debt)

Holdings (650)

DFCF DIMENSIONAL CORE FIXED INCOME ETF 19.3%
Value ($000) $24,323 Shares 602,500 Est. Cost $24555.13 Unrealized
VTV VANGUARD VALUE ETF 14.4%
Value ($000) $18,152 Shares 131,605 Est. Cost $23107.19 Unrealized
VUG VANGUARD GROWTH ETF 14.0%
Value ($000) $17,672 Shares 64,896 Est. Cost $40233.96 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 7.2%
Value ($000) $9,111 Shares 189,925 Est. Cost $35440.44 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 5.1%
Value ($000) $6,486 Shares 141,961 Est. Cost $46.08 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 4.8%
Value ($000) $6,009 Shares 181,143 Est. Cost $10908.44 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.7%
Value ($000) $3,446 Shares 33,991 Est. Cost $56569.55 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 2.3%
Value ($000) $2,869 Shares 107,575 Est. Cost $29008.49 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $2,362 Shares 13,795 Est. Cost $156.00 Unrealized +16.2%
PYPL PAYPAL HLDGS INC COM 1.8%
Value ($000) $2,244 Shares 38,392 Est. Cost $126.86 Unrealized -48.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.8%
Value ($000) $1,052 Shares 20,966 Est. Cost $50.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $1,040 Shares 2,968 Est. Cost $289.83 Unrealized +22.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $933 Shares 18,338 Est. Cost $24716.32 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.7%
Value ($000) $848 Shares 16,846 Est. Cost $18444.66 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.7%
Value ($000) $839 Shares 32,022 Est. Cost $28969.98 Unrealized
TMP TOMPKINS FINL CORP COM 0.6%
Value ($000) $776 Shares 15,842 Est. Cost $69.72 Unrealized -30.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $752 Shares 2,098 Est. Cost $144627.30 Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $726 Shares 6,174 Est. Cost $60.33 Unrealized +67.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.5%
Value ($000) $640 Shares 2,566 Est. Cost $283076.40 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $531 Shares 4,180 Est. Cost $128.10 Unrealized +4.6%
PAYX PAYCHEX INC COM 0.4%
Value ($000) $509 Shares 4,417 Est. Cost $109.52 Unrealized +2.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.4%
Value ($000) $506 Shares 17,182 Est. Cost $14.69 Unrealized +101.1%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.4%
Value ($000) $490 Shares 21,759 Est. Cost $25154.32 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $488 Shares 1,121 Est. Cost $19.70 Unrealized +127.3%
FBND FIDELITY TOTAL BOND ETF 0.4%
Value ($000) $464 Shares 10,645 Est. Cost $53019.58 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $451 Shares 7,525 Est. Cost $68708.13 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $423 Shares 2,723 Est. Cost $171770.60 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $403 Shares 8,693 Est. Cost $50429.11 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $371 Shares 6,896 Est. Cost $47.78 Unrealized +5.3%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $363 Shares 2,951 Est. Cost $100293.23 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $349 Shares 1,325 Est. Cost $234.82 Unrealized +14.8%
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $332 Shares 1,052 Est. Cost $309.43 Unrealized +4.9%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $320 Shares 1,811 Est. Cost $181878.83 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $311 Shares 11,377 Est. Cost $40.57 Unrealized -31.4%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $311 Shares 729 Est. Cost $190514.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $311 Shares 2,355 Est. Cost $113.95 Unrealized +13.3%
PFE PFIZER INC COM 0.2%
Value ($000) $302 Shares 9,094 Est. Cost $39.97 Unrealized -23.5%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $298 Shares 527 Est. Cost $487.83 Unrealized +9.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $295 Shares 4,582 Est. Cost $74641.16 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $285 Shares 2,767 Est. Cost $73.36 Unrealized +36.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $285 Shares 942 Est. Cost $337.36 Unrealized -10.2%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $272 Shares 996 Est. Cost $209.53 Unrealized +24.8%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.2%
Value ($000) $265 Shares 2,357 Est. Cost $122.26 Unrealized +1.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value ($000) $260 Shares 142 Est. Cost $35.02 Unrealized +11.3%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $246 Shares 3,452 Est. Cost $85413.52 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $244 Shares 2,608 Est. Cost $104.92 Unrealized -24.2%
KO COCA COLA CO COM 0.2%
Value ($000) $244 Shares 4,354 Est. Cost $54.37 Unrealized +2.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $243 Shares 533 Est. Cost $384084.34 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $241 Shares 7,425 Est. Cost $34.40 Unrealized -15.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $234 Shares 2,493 Est. Cost $114080.96 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $231 Shares 2,160 Est. Cost $89.18 Unrealized +9.3%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $229 Shares 910 Est. Cost $212.85 Unrealized +17.1%
SO SOUTHERN CO COM 0.2%
Value ($000) $224 Shares 3,457 Est. Cost $61.29 Unrealized +4.1%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $219 Shares 6,625 Est. Cost $36.54 Unrealized -11.0%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $218 Shares 2,303 Est. Cost $84.83 Unrealized -0.6%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $217 Shares 506 Est. Cost $469351.80 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $213 Shares 1,366 Est. Cost $146.74 Unrealized +4.5%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $212 Shares 996 Est. Cost $162.65 Unrealized +28.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $211 Shares 1,323 Est. Cost $175713.69 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $210 Shares 2,459 Est. Cost $82.06 Unrealized +2.2%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $210 Shares 1,376 Est. Cost $150.91 Unrealized +3.4%
TSLA TESLA INC COM 0.2%
Value ($000) $207 Shares 828 Est. Cost $297.39 Unrealized -13.6%
PKG PACKAGING CORP AMER COM 0.2%
Value ($000) $205 Shares 1,334 Est. Cost $126.81 Unrealized +7.8%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $201 Shares 2,125 Est. Cost $76.66 Unrealized +5.7%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $194 Shares 1,244 Est. Cost $155.39 Unrealized -2.4%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $192 Shares 358 Est. Cost $293.51 Unrealized +72.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.2%
Value ($000) $192 Shares 5,637 Est. Cost $31.62 Unrealized
LNT ALLIANT ENERGY CORP COM 0.2%
Value ($000) $191 Shares 3,947 Est. Cost $48.99 Unrealized -2.4%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $185 Shares 1,274 Est. Cost $141.59 Unrealized +0.5%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $180 Shares 1,673 Est. Cost $122573.85 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $169 Shares 428 Est. Cost $352.55 Unrealized +12.4%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value ($000) $169 Shares 3,016 Est. Cost $62848.28 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $153 Shares 12,347 Est. Cost $14.17 Unrealized -21.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $150 Shares 1,067 Est. Cost $109.91 Unrealized +19.9%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $142 Shares 324 Est. Cost $612.21 Unrealized -18.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $141 Shares 1,579 Est. Cost $92069.95 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $136 Shares 641 Est. Cost $241550.14 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $135 Shares 650 Est. Cost $251791.60 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $134 Shares 2,813 Est. Cost $58413.69 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $134 Shares 656 Est. Cost $209.49 Unrealized -1.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $125 Shares 387 Est. Cost $317.24 Unrealized -0.6%
TGT TARGET CORP COM 0.1%
Value ($000) $124 Shares 1,118 Est. Cost $197.21 Unrealized -41.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $121 Shares 828 Est. Cost $132.98 Unrealized +8.4%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $116 Shares 1,538 Est. Cost $116011.77 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $109 Shares 283 Est. Cost $427.35 Unrealized -10.6%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $108 Shares 642 Est. Cost $114.56 Unrealized +27.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $107 Shares 1,578 Est. Cost $56641.78 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $105 Shares 1,366 Est. Cost $54.24 Unrealized +30.0%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.1%
Value ($000) $103 Shares 2,771 Est. Cost $41721.38 Unrealized
T AT&T INC COM 0.1%
Value ($000) $102 Shares 6,809 Est. Cost $14.67 Unrealized -11.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $100 Shares 591 Est. Cost $149.55 Unrealized +11.8%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $97 Shares 1,243 Est. Cost $112552.26 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $95 Shares 918 Est. Cost $122926.21 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $94 Shares 1,378 Est. Cost $69.15 Unrealized -4.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $94 Shares 1,342 Est. Cost $76863.05 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $94 Shares 226 Est. Cost $457492.70 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $92 Shares 1,003 Est. Cost $96.57 Unrealized -4.3%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $91 Shares 1,121 Est. Cost $92949.95 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $88 Shares 1,615 Est. Cost $42.27 Unrealized +43.3%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $82 Shares 1,006 Est. Cost $84.97 Unrealized -5.5%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $82 Shares 668 Est. Cost $172.82 Unrealized -33.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $79 Shares 746 Est. Cost $88.86 Unrealized +26.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $79 Shares 305 Est. Cost $233.89 Unrealized +10.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $77 Shares 348 Est. Cost $209.37 Unrealized +0.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $76 Shares 150 Est. Cost $495.04 Unrealized +6.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $76 Shares 150 Est. Cost $550.62 Unrealized -3.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $75 Shares 678 Est. Cost $111.18 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $73 Shares 351 Est. Cost $181.37 Unrealized +8.5%
CRM SALESFORCE INC COM 0.1%
Value ($000) $73 Shares 360 Est. Cost $229.33 Unrealized -6.9%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $73 Shares 690 Est. Cost $208.29 Unrealized -32.0%
WPC WP CAREY INC COM 0.1%
Value ($000) $71 Shares 1,311 Est. Cost $70422.45 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $71 Shares 308 Est. Cost $221.22 Unrealized +6.8%
META META PLATFORMS INC CL A 0.1%
Value ($000) $71 Shares 236 Est. Cost $273.53 Unrealized +9.4%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.1%
Value ($000) $71 Shares 3,146 Est. Cost $17109.98 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.1%
Value ($000) $69 Shares 942 Est. Cost $88462.89 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $69 Shares 332 Est. Cost $219.81 Unrealized -2.2%
GBNY GENERATIONS BANCORP NY INC COM 0.1%
Value ($000) $68 Shares 8,063 Est. Cost $11.58 Unrealized -20.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $68 Shares 654 Est. Cost $65593.52 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $67 Shares 531 Est. Cost $101.52 Unrealized +15.4%
PPG PPG INDS INC COM 0.1%
Value ($000) $66 Shares 509 Est. Cost $147.48 Unrealized -9.8%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.1%
Value ($000) $66 Shares 3,760 Est. Cost $19.04 Unrealized -14.0%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $65 Shares 157 Est. Cost $195.60 Unrealized +97.7%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $63 Shares 1,922 Est. Cost $56.36 Unrealized -38.5%
DXCM DEXCOM INC COM 0.0%
Value ($000) $62 Shares 660 Est. Cost $111.05 Unrealized +1.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $58 Shares 220 Est. Cost $237.38 Unrealized +4.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $58 Shares 939 Est. Cost $66428.29 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $57 Shares 45 Est. Cost $1361.08 Unrealized -6.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $56 Shares 504 Est. Cost $124.83 Unrealized -11.8%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $56 Shares 2,449 Est. Cost $33890.03 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $55 Shares 809 Est. Cost $83668.98 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $54 Shares 670 Est. Cost $150.61 Unrealized -44.6%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $54 Shares 1,017 Est. Cost $61944.27 Unrealized
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF 0.0%
Value ($000) $53 Shares 1,725 Est. Cost $48511.50 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $53 Shares 734 Est. Cost $80.38 Unrealized +1.1%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $51 Shares 391 Est. Cost $127.06 Unrealized +1.1%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $51 Shares 544 Est. Cost $107981.16 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $51 Shares 319 Est. Cost $154.25 Unrealized +3.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $51 Shares 927 Est. Cost $26.67 Unrealized +0.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $50 Shares 526 Est. Cost $103035.15 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $49 Shares 266 Est. Cost $163.31 Unrealized +6.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $48 Shares 470 Est. Cost $96433.28 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $48 Shares 639 Est. Cost $69083.14 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $48 Shares 322 Est. Cost $102.46 Unrealized +32.1%
INTU INTUIT COM 0.0%
Value ($000) $47 Shares 91 Est. Cost $505.12 Unrealized -1.2%
NFLX NETFLIX INC COM 0.0%
Value ($000) $45 Shares 120 Est. Cost $57.63 Unrealized -26.4%
WMT WALMART INC COM 0.0%
Value ($000) $45 Shares 283 Est. Cost $44.57 Unrealized +16.3%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $44 Shares 594 Est. Cost $86739.20 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $43 Shares 1,055 Est. Cost $44.41 Unrealized -8.4%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $43 Shares 590 Est. Cost $101.94 Unrealized -21.7%
NKE NIKE INC CL B 0.0%
Value ($000) $43 Shares 449 Est. Cost $121.51 Unrealized -19.1%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $42 Shares 481 Est. Cost $115626.35 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $42 Shares 2,112 Est. Cost $11.97 Unrealized +15.9%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $41 Shares 47 Est. Cost $828.77 Unrealized +3.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $41 Shares 615 Est. Cost $75.66 Unrealized -11.4%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $40 Shares 485 Est. Cost $113166.77 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $40 Shares 350 Est. Cost $129101.49 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $40 Shares 1,129 Est. Cost $32.31 Unrealized +3.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $40 Shares 828 Est. Cost $38360.43 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $39 Shares 360 Est. Cost $119997.00 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $39 Shares 514 Est. Cost $95.16 Unrealized -20.8%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $39 Shares 211 Est. Cost $134343.31 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $39 Shares 509 Est. Cost $90925.03 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $38 Shares 246 Est. Cost $88069.66 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $38 Shares 64 Est. Cost $540245.20 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 541 Est. Cost $63549.24 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $37 Shares 689 Est. Cost $60124.54 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $37 Shares 843 Est. Cost $40587.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $36 Shares 625 Est. Cost $51.41 Unrealized +5.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $36 Shares 239 Est. Cost $167770.34 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $36 Shares 131 Est. Cost $268398.62 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $35 Shares 460 Est. Cost $74.23 Unrealized +11.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $35 Shares 211 Est. Cost $204.26 Unrealized -23.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $35 Shares 505 Est. Cost $81.23 Unrealized -20.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $35 Shares 124 Est. Cost $239.63 Unrealized +14.7%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $34 Shares 302 Est. Cost $123.33 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $34 Shares 271 Est. Cost $124.75 Unrealized +0.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $34 Shares 985 Est. Cost $32.65 Unrealized +3.2%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $33 Shares 298 Est. Cost $59.46 Unrealized +49.1%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $33 Shares 632 Est. Cost $59447.71 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $33 Shares 1,601 Est. Cost $24.77 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $32 Shares 449 Est. Cost $79164.25 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $32 Shares 769 Est. Cost $52616.92 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $32 Shares 458 Est. Cost $82937.50 Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $31 Shares 106 Est. Cost $304.77 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $31 Shares 288 Est. Cost $93.27 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $31 Shares 1,250 Est. Cost $22.19 Unrealized +12.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $30 Shares 111 Est. Cost $276.37 Unrealized +1.3%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $30 Shares 169 Est. Cost $199631.34 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $30 Shares 328 Est. Cost $163.20 Unrealized -39.4%
GLW CORNING INC COM 0.0%
Value ($000) $30 Shares 971 Est. Cost $31.74 Unrealized -3.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $30 Shares 716 Est. Cost $2623.02 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $29 Shares 419 Est. Cost $76423.33 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $29 Shares 174 Est. Cost $161.33 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $29 Shares 381 Est. Cost $57.21 Unrealized +23.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $28 Shares 1,053 Est. Cost $42.23 Unrealized -35.4%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $28 Shares 364 Est. Cost $84.47 Unrealized -4.3%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $28 Shares 353 Est. Cost $79860.05 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $27 Shares 1,978 Est. Cost $16.78 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $27 Shares 131 Est. Cost $218.52 Unrealized -7.8%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $26 Shares 630 Est. Cost $31144.07 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $26 Shares 168 Est. Cost $193177.92 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $26 Shares 574 Est. Cost $48.94 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $26 Shares 721 Est. Cost $37.64 Unrealized -9.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 146 Est. Cost $209.21 Unrealized -16.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $25 Shares 50 Est. Cost $424.04 Unrealized +10.8%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $25 Shares 1,024 Est. Cost $18.69 Unrealized +21.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $25 Shares 30 Est. Cost $66.59 Unrealized +26.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $25 Shares 357 Est. Cost $50.84 Unrealized +12.6%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $24 Shares 1,876 Est. Cost $23499.83 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 485 Est. Cost $52297.66 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $24 Shares 543 Est. Cost $44.22 Unrealized -6.2%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $24 Shares 341 Est. Cost $75763.19 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $24 Shares 632 Est. Cost $35562.64 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $24 Shares 159 Est. Cost $170.13 Unrealized -6.6%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $24 Shares 407 Est. Cost $58.45 Unrealized +1.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $24 Shares 170 Est. Cost $120.35 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 317 Est. Cost $80880.31 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $23 Shares 546 Est. Cost $186.04 Unrealized -73.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $23 Shares 132 Est. Cost $171.71 Unrealized +3.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $23 Shares 409 Est. Cost $71.23 Unrealized -23.1%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $23 Shares 164 Est. Cost $175.48 Unrealized -21.3%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $22 Shares 230 Est. Cost $53179.88 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $22 Shares 98 Est. Cost $253.91 Unrealized -6.5%
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $22 Shares 1,457 Est. Cost $14.77 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $21 Shares 52 Est. Cost $164.66 Unrealized +21.1%
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value ($000) $21 Shares 510 Est. Cost $55.59 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $21 Shares 463 Est. Cost $55204.95 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $21 Shares 1,181 Est. Cost $18.62 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $21 Shares 25 Est. Cost $611.44 Unrealized +27.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $20 Shares 236 Est. Cost $26884.14 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $20 Shares 416 Est. Cost $25.73 Unrealized +90.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 224 Est. Cost $89065.10 Unrealized
UI UBIQUITI INC COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $304.47 Unrealized -44.9%
UDN INVESCO DB US DOLLAR INDEX BEARISH FUND 0.0%
Value ($000) $20 Shares 1,108 Est. Cost $20244.54 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $20 Shares 906 Est. Cost $28111.24 Unrealized
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $20 Shares 846 Est. Cost $30052.71 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $20 Shares 105 Est. Cost $211.28 Unrealized +3.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 220 Est. Cost $39498.11 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $20 Shares 188 Est. Cost $121132.48 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 192 Est. Cost $127026.70 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $20 Shares 123 Est. Cost $269.41 Unrealized -39.3%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $19 Shares 691 Est. Cost $34.19 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $19 Shares 96 Est. Cost $167.89 Unrealized +17.2%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $19 Shares 447 Est. Cost $58.63 Unrealized -25.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $19 Shares 22 Est. Cost $749.90 Unrealized 0.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $18 Shares 85 Est. Cost $223.02 Unrealized +4.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $18 Shares 242 Est. Cost $72.15 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $18 Shares 486 Est. Cost $38208.41 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 390 Est. Cost $42.59 Unrealized +7.3%
APPN APPIAN CORP CL A 0.0%
Value ($000) $18 Shares 391 Est. Cost $74.29 Unrealized -35.5%
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value ($000) $17 Shares 819 Est. Cost $32897.25 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $17 Shares 119 Est. Cost $76952.15 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $17 Shares 523 Est. Cost $30.66 Unrealized -0.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $17 Shares 683 Est. Cost $28178.93 Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $17 Shares 819 Est. Cost $31.14 Unrealized -20.8%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $16 Shares 445 Est. Cost $54550.18 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $16 Shares 97 Est. Cost $174.86 Unrealized -4.1%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $16 Shares 357 Est. Cost $43.12 Unrealized +1.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $16 Shares 222 Est. Cost $189.38 Unrealized -63.3%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $16 Shares 1,119 Est. Cost $8.61 Unrealized +20.9%
MET METLIFE INC COM 0.0%
Value ($000) $15 Shares 245 Est. Cost $55.38 Unrealized +4.8%
FIRST TR HIGH YIELD OPPRT 2027 COM 0.0%
Value ($000) $15 Shares 1,127 Est. Cost $13.85 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $15 Shares 301 Est. Cost $87.41 Unrealized -39.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $15 Shares 902 Est. Cost $13.67 Unrealized +11.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $15 Shares 1,051 Est. Cost $14.03 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $15 Shares 212 Est. Cost $89.34 Unrealized -10.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $15 Shares 176 Est. Cost $107.05 Unrealized -18.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $15 Shares 248 Est. Cost $60.54 Unrealized +9.3%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $15 Shares 95 Est. Cost $224.50 Unrealized -27.5%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $14 Shares 55 Est. Cost $256.17 Unrealized -1.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $14 Shares 224 Est. Cost $64.38 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $14 Shares 35 Est. Cost $355.13 Unrealized +16.9%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $14 Shares 143 Est. Cost $99.47 Unrealized -0.7%
MDB MONGODB INC CL A 0.0%
Value ($000) $14 Shares 41 Est. Cost $463.01 Unrealized -18.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $14 Shares 138 Est. Cost $91.50 Unrealized +3.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $14 Shares 63 Est. Cost $290130.25 Unrealized
BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF 0.0%
Value ($000) $14 Shares 383 Est. Cost $41651.41 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $14 Shares 242 Est. Cost $64469.03 Unrealized
ALV AUTOLIV INC COM 0.0%
Value ($000) $14 Shares 145 Est. Cost $90.43 Unrealized 0.0%
CNH CNH INDL N V SHS 0.0%
Value ($000) $14 Shares 1,152 Est. Cost $13.05 Unrealized 0.0%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 633 Est. Cost $26982.29 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 113 Est. Cost $114.57 Unrealized +2.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $14 Shares 255 Est. Cost $53.64 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $14 Shares 368 Est. Cost $38.94 Unrealized +8.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $14 Shares 1,253 Est. Cost $18.55 Unrealized -32.7%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $13 Shares 654 Est. Cost $17746.09 Unrealized
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $13 Shares 707 Est. Cost $24.64 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 153 Est. Cost $103275.96 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $13 Shares 249 Est. Cost $47.87 Unrealized +18.7%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $13 Shares 197 Est. Cost $55.92 Unrealized +28.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $13 Shares 188 Est. Cost $93.80 Unrealized -26.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $13 Shares 86 Est. Cost $60.16 Unrealized +120.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $13 Shares 430 Est. Cost $37668.93 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $13 Shares 64 Est. Cost $226.73 Unrealized -16.3%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $13 Shares 158 Est. Cost $94737.77 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $13 Shares 9 Est. Cost $768.01 Unrealized +77.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $13 Shares 180 Est. Cost $55.31 Unrealized +21.5%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $12 Shares 133 Est. Cost $33285.77 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $249.29 Unrealized -39.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $12 Shares 110 Est. Cost $99.44 Unrealized +3.8%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $12 Shares 207 Est. Cost $64641.79 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $12 Shares 485 Est. Cost $33.87 Unrealized -31.1%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $12 Shares 45 Est. Cost $366.51 Unrealized -18.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $12 Shares 132 Est. Cost $87.07 Unrealized -4.0%
REDFIN CORP COM 0.0%
Value ($000) $11 Shares 1,607 Est. Cost $13093.81 Unrealized
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $11 Shares 2,576 Est. Cost $4.78 Unrealized +2.3%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.96 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $11 Shares 350 Est. Cost $33.29 Unrealized -8.1%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $11 Shares 604 Est. Cost $13550.00 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $11 Shares 1,874 Est. Cost $15731.34 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $97.29 Unrealized +22.7%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 331 Est. Cost $41.09 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $10 Shares 51 Est. Cost $144.19 Unrealized +35.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 383 Est. Cost $31483.55 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $144.42 Unrealized +10.6%
LGIH LGI HOMES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $141.69 Unrealized -12.4%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $10 Shares 68 Est. Cost $314.23 Unrealized -49.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $10 Shares 69 Est. Cost $145.50 Unrealized -1.1%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $10 Shares 358 Est. Cost $87.89 Unrealized -61.2%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 134 Est. Cost $202.96 Unrealized -61.8%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $9 Shares 66 Est. Cost $129.41 Unrealized +13.7%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $48.29 Unrealized +44.6%
ADSK AUTODESK INC COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $251.23 Unrealized -16.4%
OABI OMNIAB INC COM 0.0%
Value ($000) $9 Shares 1,725 Est. Cost $5.34 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 136 Est. Cost $55.25 Unrealized +16.9%
OKTA OKTA INC CL A 0.0%
Value ($000) $8 Shares 104 Est. Cost $193.08 Unrealized -60.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $40.75 Unrealized +2.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $8 Shares 162 Est. Cost $124.89 Unrealized -58.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $8 Shares 58 Est. Cost $68137.64 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $8 Shares 98 Est. Cost $126761.47 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $101.52 Unrealized -8.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $8 Shares 45 Est. Cost $24452.97 Unrealized
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 92 Est. Cost $86.05 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $8 Shares 272 Est. Cost $42674.64 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.82 Unrealized -2.2%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 202 Est. Cost $50276.04 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $7 Shares 109 Est. Cost $71.08 Unrealized +2.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $7 Shares 48 Est. Cost $146.54 Unrealized +3.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $7 Shares 152 Est. Cost $65920.53 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $7 Shares 672 Est. Cost $13526.44 Unrealized
BC BRUNSWICK CORP COM 0.0%
Value ($000) $7 Shares 92 Est. Cost $86.51 Unrealized -10.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $7 Shares 27 Est. Cost $189.12 Unrealized +22.6%
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $7 Shares 439 Est. Cost $30.36 Unrealized -40.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 411 Est. Cost $13.34 Unrealized +20.6%
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $7 Shares 6,000 Est. Cost $2.22 Unrealized
UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $7 Shares 1,018 Est. Cost $12490.18 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $7 Shares 108 Est. Cost $167.57 Unrealized -61.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 103 Est. Cost $77920.79 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $7 Shares 143 Est. Cost $67.62 Unrealized -24.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $205.40 Unrealized -17.5%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $7 Shares 69 Est. Cost $100.54 Unrealized -3.9%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $59393.77 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $6 Shares 195 Est. Cost $37329.73 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $6 Shares 64 Est. Cost $110126.65 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.25 Unrealized -0.9%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 202 Est. Cost $27.57 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $6 Shares 134 Est. Cost $39.90 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $6 Shares 75 Est. Cost $54360.00 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 102 Est. Cost $25606.68 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $144.63 Unrealized -37.5%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $228.43 Unrealized -82.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $6 Shares 79 Est. Cost $75.30 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $57031.86 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $122.40 Unrealized +17.5%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $90.31 Unrealized +16.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $722416.70 Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $6 Shares 497 Est. Cost $39.63 Unrealized -59.5%
HPQ HP INC COM 0.0%
Value ($000) $6 Shares 220 Est. Cost $28.15 Unrealized -0.7%
NOW SERVICENOW INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $102.26 Unrealized +11.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $642.93 Unrealized -46.3%
DOW DOW INC COM 0.0%
Value ($000) $5 Shares 106 Est. Cost $46.75 Unrealized -0.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $95.09 Unrealized +13.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 343 Est. Cost $18.00 Unrealized -17.6%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $5 Shares 178 Est. Cost $91.47 Unrealized -63.7%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $5 Shares 211 Est. Cost $33.69 Unrealized -19.5%
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.12 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $5 Shares 186 Est. Cost $43.52 Unrealized -29.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 490 Est. Cost $8015.19 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $5 Shares 131 Est. Cost $49.84 Unrealized -23.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 109 Est. Cost $137.94 Unrealized -55.1%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $5 Shares 79 Est. Cost $72.62 Unrealized -14.2%
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.0%
Value ($000) $5 Shares 216 Est. Cost $22.98 Unrealized
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value ($000) $5 Shares 201 Est. Cost $30.84 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $62843.14 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $4 Shares 234 Est. Cost $28311.74 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $148.44 Unrealized -46.9%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $4 Shares 101 Est. Cost $45734.59 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 235 Est. Cost $88.26 Unrealized -73.6%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $4 Shares 1,172 Est. Cost $10804.48 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $4 Shares 471 Est. Cost $17.67 Unrealized -49.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $4 Shares 72 Est. Cost $228.39 Unrealized -72.7%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $38.34 Unrealized -20.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 130 Est. Cost $143.58 Unrealized -73.2%
FLCH FRANKLIN FTSE CHINA ETF 0.0%
Value ($000) $4 Shares 239 Est. Cost $23987.29 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.50 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $150.80 Unrealized -21.9%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $4 Shares 138 Est. Cost $67530.92 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $315.73 Unrealized -39.2%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $69877.63 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $4 Shares 203 Est. Cost $43.48 Unrealized -55.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $4 Shares 73 Est. Cost $40.37 Unrealized +17.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 91 Est. Cost $33.17 Unrealized +9.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.28 Unrealized 0.0%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $72.08 Unrealized -22.4%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $4 Shares 300 Est. Cost $26.08 Unrealized -41.6%
FUBO FUBOTV INC COM 0.0%
Value ($000) $4 Shares 1,344 Est. Cost $18.66 Unrealized -86.2%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $3 Shares 201 Est. Cost $21139.30 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $176.76 Unrealized -4.9%
STT STATE STR CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.89 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $3 Shares 221 Est. Cost $20.67 Unrealized -17.8%
MERRIMACK PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 272 Est. Cost $3904.41 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $3 Shares 136 Est. Cost $26.58 Unrealized -11.2%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $173300.00 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $3 Shares 120 Est. Cost $26.91 Unrealized +1.3%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $3 Shares 106 Est. Cost $38988.66 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $154600.00 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $274.30 Unrealized -59.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $43.56 Unrealized +29.3%
BKF ISHARES MSCI BIC ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $43667.42 Unrealized
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $3 Shares 53 Est. Cost $53.68 Unrealized +17.2%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $3 Shares 175 Est. Cost $10144.83 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $164.07 Unrealized +14.2%
PROSHARES SHORT S&P500 0.0%
Value ($000) $3 Shares 202 Est. Cost $13251.20 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $3 Shares 30 Est. Cost $124166.66 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $397.15 Unrealized +9.9%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.56 Unrealized -5.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $70.85 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $200.49 Unrealized +14.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $311.25 Unrealized -15.7%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $93.93 Unrealized +20.8%
CHWY CHEWY INC CL A 0.0%
Value ($000) $3 Shares 155 Est. Cost $46.81 Unrealized -38.9%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $87.11 Unrealized +35.9%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $51.28 Unrealized
WIX WIX COM LTD SHS 0.0%
Value ($000) $3 Shares 30 Est. Cost $154.87 Unrealized -42.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $3 Shares 60 Est. Cost $87.36 Unrealized -40.9%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 16 Est. Cost $269116.90 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $346.69 Unrealized +14.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $104.95 Unrealized +3.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.88 Unrealized -8.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 160 Est. Cost $22.08 Unrealized -27.9%
ITT ITT INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $97.28 Unrealized +0.9%
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $78.45 Unrealized -38.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 150 Est. Cost $23.91 Unrealized -22.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $131.47 Unrealized -5.4%
FFIV F5 INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $221.99 Unrealized -29.6%
CPNG COUPANG INC CL A 0.0%
Value ($000) $2 Shares 142 Est. Cost $28.16 Unrealized -36.1%
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $2 Shares 60 Est. Cost $107.29 Unrealized -56.4%
W WAYFAIR INC CL A 0.0%
Value ($000) $2 Shares 39 Est. Cost $236.00 Unrealized -70.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $39.28 Unrealized +17.5%
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW 0.0%
Value ($000) $2 Shares 83 Est. Cost $43.58 Unrealized -28.1%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $87325.10 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $250.23 Unrealized -29.4%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.23 Unrealized +23.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $347.35 Unrealized +11.1%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $79.08 Unrealized -49.2%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $2 Shares 170 Est. Cost $19.26 Unrealized -35.2%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $2 Shares 359 Est. Cost $4.88 Unrealized -11.1%
RVTY REVVITY INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $179.04 Unrealized -34.8%
GILT GILAT SATELLITE NETWORKS LTD SHS NEW 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.82 Unrealized -16.9%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.99 Unrealized -25.2%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $2 Shares 134 Est. Cost $19.92 Unrealized -20.7%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $38.66 Unrealized -6.5%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $233193.70 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $90309.62 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 54 Est. Cost $49481.48 Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $25.10 Unrealized +60.6%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $37.65 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.89 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $2 Shares 413 Est. Cost $11735.94 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.92 Unrealized +2.4%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $45.91 Unrealized
KARS KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF 0.0%
Value ($000) $2 Shares 70 Est. Cost $43474.35 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $24816.12 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 6 Est. Cost $271.03 Unrealized +12.3%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $91.20 Unrealized +24.6%
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $2 Shares 136 Est. Cost $14.63 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $64.97 Unrealized -34.3%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $56.52 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $35002.01 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $130.31 Unrealized -23.0%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $2 Shares 1,250 Est. Cost $2.10 Unrealized -22.4%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.86 Unrealized -16.3%
MASI MASIMO CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $284.79 Unrealized -59.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $34810.02 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $237.33 Unrealized +47.4%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $23.99 Unrealized -5.2%
SBGI SINCLAIR INC CL A 0.0%
Value ($000) $2 Shares 155 Est. Cost $16.42 Unrealized -21.5%
SABR SABRE CORP COM 0.0%
Value ($000) $2 Shares 373 Est. Cost $6.66 Unrealized -31.9%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $46080.00 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $429.10 Unrealized -36.7%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $11264.73 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $281.70 Unrealized +18.7%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $41.34 Unrealized +45.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.88 Unrealized -1.8%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.21 Unrealized -58.7%
MMS MAXIMUS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.52 Unrealized +26.2%
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $52.12 Unrealized -35.7%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 608 Est. Cost $7029.86 Unrealized
CIFR CIPHER MINING INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.99 Unrealized +69.9%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.39 Unrealized -22.5%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $1 Shares 56 Est. Cost $156.01 Unrealized -82.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $72.52 Unrealized -11.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.91 Unrealized +13.3%
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $1 Shares 1,347 Est. Cost $2474.49 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $89.57 Unrealized +22.8%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $17.09 Unrealized -45.5%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.17 Unrealized +19.7%
HNST HONEST CO INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $8.79 Unrealized -83.3%
CHGG CHEGG INC COM 0.0%
Value ($000) $1 Shares 140 Est. Cost $38.29 Unrealized -74.5%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $85.31 Unrealized -29.1%
ADT ADT INC DEL COM 0.0%
Value ($000) $1 Shares 204 Est. Cost $6.91 Unrealized -15.8%
DCBO DOCEBO INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $71.94 Unrealized -44.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $215.53 Unrealized -17.7%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $178.67 Unrealized -20.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $187.06 Unrealized -20.8%
FISKER INC CL A COM STK 0.0%
Value ($000) $1 Shares 184 Est. Cost $15728.26 Unrealized
TPB TURNING PT BRANDS INC COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $40.27 Unrealized -39.5%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $499.43 Unrealized -29.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $340.96 Unrealized -8.4%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.42 Unrealized +1.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 67 Est. Cost $26.97 Unrealized -31.2%
TTC TORO CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $97.97 Unrealized -1.7%
MGNI MAGNITE INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $22.54 Unrealized -52.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $70.22 Unrealized -16.7%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $1 Shares 600 Est. Cost $6.09 Unrealized -59.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 109 Est. Cost $11.04 Unrealized -15.4%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $52.23 Unrealized -47.7%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.58 Unrealized +12.3%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $124.86 Unrealized +15.6%
CSAN COSAN S A ADS 0.0%
Value ($000) $1 Shares 75 Est. Cost $14725.89 Unrealized
IE IVANHOE ELECTRIC INC COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $15.01 Unrealized 0.0%
STEM INC COM 0.0%
Value ($000) $1 Shares 236 Est. Cost $4.24 Unrealized
VET VERMILION ENERGY INC COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.07 Unrealized 0.0%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $16674.76 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $141.54 Unrealized -69.4%
COHR COHERENT CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $47.89 Unrealized -14.3%
ULBI ULTRALIFE CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.14 Unrealized +30.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.97 Unrealized +31.3%
NVX NOVONIX LIMITED SPONSORED ADS 0.0%
Value ($000) $1 Shares 456 Est. Cost $2.13 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $158.98 Unrealized -35.8%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.77 Unrealized -25.8%
PATH UIPATH INC CL A 0.0%
Value ($000) $1 Shares 55 Est. Cost $49.32 Unrealized -66.2%
TOST TOAST INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.71 Unrealized 0.0%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $1 Shares 225 Est. Cost $4.63 Unrealized -2.9%
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.84 Unrealized -4.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $43.54 Unrealized +18.3%
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 30 Est. Cost $45966.67 Unrealized
CRDL CARDIOL THERAPEUTICS INC COM CL A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.22 Unrealized -21.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $126.57 Unrealized -45.7%
METC RAMACO RES INC COM CL A 0.0%
Value ($000) $1 Shares 79 Est. Cost $7.90 Unrealized +2.2%
WISDOMTREE BATTERY VALUE CHAIN AND INNOVATION FUND 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.73 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.95 Unrealized +4.9%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 162 Est. Cost $61.05 Unrealized -88.3%
RH RH COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $615.20 Unrealized -43.5%
MAPS WM TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $7.74 Unrealized -84.4%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.54 Unrealized -27.5%
GRNB VANECK GREEN BOND ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $25395.58 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $28139.46 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $12908.27 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.69 Unrealized -26.1%
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $11.14 Unrealized +15.8%
TOKE CAMBRIA CANNABIS ETF 0.0%
Value ($000) $1 Shares 115 Est. Cost $12378.38 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.61 Unrealized +103.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.41 Unrealized +17.1%
SONO SONOS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.80 Unrealized -53.4%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.88 Unrealized -43.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $142.00 Unrealized -30.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $78.43 Unrealized +4.8%
MATV MATIV HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $26.16 Unrealized -43.9%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $26.77 Unrealized -67.8%
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.63 Unrealized -60.1%
TRUP TRUPANION INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $68.08 Unrealized -58.3%
ALLGF ALLEGO N V ORD SHS 0.0%
Value ($000) $1 Shares 253 Est. Cost $4.44 Unrealized -44.8%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $1 Shares 700 Est. Cost $7.37 Unrealized -89.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.16 Unrealized -2.9%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $185.38 Unrealized -62.1%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 Shares 12 Est. Cost $223750.00 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 670 Est. Cost $8729.82 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $0 Shares 10 Est. Cost $51.61 Unrealized -1.3%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $92.74 Unrealized -68.9%
AMPLIFY SEYMOUR CANNABIS ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $14130.00 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $0 Shares 19 Est. Cost $50.00 Unrealized
RMTI ROCKWELL MED INC COM NEW 0.0%
Value ($000) $0 Shares 215 Est. Cost $2.65 Unrealized +14.7%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $32.58 Unrealized -29.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $680.89 Unrealized -38.9%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.18 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $52.33 Unrealized -65.1%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 85 Est. Cost $25.23 Unrealized -71.6%
LIN LINDE PLC SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.30 Unrealized +14.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $74.72 Unrealized -52.6%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $102.64 Unrealized -78.6%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized -60.9%
ORGANIGRAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 277 Est. Cost $1.32 Unrealized
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $0 Shares 154 Est. Cost $4.05 Unrealized -33.0%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $16866.67 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $46.79 Unrealized -76.2%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.92 Unrealized -61.7%
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $111800.00 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $0 Shares 140 Est. Cost $8521.43 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 80 Est. Cost $5.97 Unrealized -44.1%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.29 Unrealized +12.6%
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $0 Shares 925 Est. Cost $2369.73 Unrealized
OUTSET MED INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $46080.00 Unrealized
UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.80 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.10 Unrealized -80.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.44 Unrealized +13.7%
UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.50 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $210.00 Unrealized
TELLURIAN INC NEW COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
GDRX GOODRX HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $40.23 Unrealized -83.4%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.80 Unrealized -30.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $25.76 Unrealized -59.4%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $29.64 Unrealized 0.0%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $19.16 Unrealized -82.9%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.43 Unrealized +13.6%
ASAN ASANA INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $105.89 Unrealized -80.3%
METCB RAMACO RES INC COM CL B 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.98 Unrealized 0.0%
NEWEGG COMMERCE INC COMMON SHARES 0.0%
Value ($000) $0 Shares 200 Est. Cost $10370.00 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.64 Unrealized -46.7%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.03 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.30 Unrealized -21.1%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $85.07 Unrealized -84.7%
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $0 Shares 59 Est. Cost $3.53 Unrealized -43.0%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.38 Unrealized +1.8%
ROYCE VALUE TR INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $17001.56 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.89 Unrealized
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 16 Est. Cost $8.88 Unrealized 0.0%
JBTM JOHN BEAN TECHNOLOGIES CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.35 Unrealized -2.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.14 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.71 Unrealized -4.5%
GAN LTD SHS 0.0%
Value ($000) $0 Shares 55 Est. Cost $9181.82 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $118.97 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.42 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $66986.18 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $3380.00 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.37 Unrealized
BAND BANDWIDTH INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.93 Unrealized -82.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $13000.00 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.60 Unrealized -36.4%
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.65 Unrealized -86.0%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.78 Unrealized
SAFEGUARD SCIENTIFICS INC COM NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $7329.27 Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $4360.00 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.14 Unrealized -55.9%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $5420.00 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $15280.00 Unrealized
SUNSHINE BIOPHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5800.00 Unrealized