Planned Solutions, Inc. Diversified Active

CIK: 0001831332 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $213,687 (100.0% shares, 0.0% debt)

Holdings (583)

MOAT VANECK MORNINGSTAR WIDE MOAT ETF 11.7%
Value ($000) $25,009 Shares 294,675 Est. Cost $56.26 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 9.9%
Value ($000) $21,114 Shares 340,884 Est. Cost $40.20 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 7.3%
Value ($000) $15,555 Shares 147,816 Est. Cost $78.76 Unrealized
JPIE JPMORGAN INCOME ETF 6.3%
Value ($000) $13,495 Shares 295,889 Est. Cost $45.13 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 5.6%
Value ($000) $12,038 Shares 157,605 Est. Cost $76.70 Unrealized
SPGP INVESTCO S&P 500 GARP ETF 4.6%
Value ($000) $9,792 Shares 99,876 Est. Cost $77.36 Unrealized
JVAL JP MORGAN US VALUE FACTOR ETF 4.4%
Value ($000) $9,425 Shares 244,303 Est. Cost $31.30 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4.3%
Value ($000) $9,118 Shares 190,352 Est. Cost $45.17 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 3.4%
Value ($000) $7,357 Shares 17,965 Est. Cost $332.38 Unrealized
ESTC ELASTIC N V ORD SHS 2.9%
Value ($000) $6,169 Shares 54,740 Est. Cost $88.87 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 2.9%
Value ($000) $6,132 Shares 87,169 Est. Cost $62.71 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 2.5%
Value ($000) $5,236 Shares 110,839 Est. Cost $55.30 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 1.7%
Value ($000) $3,716 Shares 45,270 Est. Cost $84.86 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $3,229 Shares 16,770 Est. Cost $123.92 Unrealized +47.5%
POWR ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF 1.3%
Value ($000) $2,721 Shares 112,917 Est. Cost $13.09 Unrealized
ITW ILLINOIS TOOL WKS INC COM 1.0%
Value ($000) $2,226 Shares 8,500 Est. Cost $167.30 Unrealized +35.9%
LLY ELI LILLY & CO COM 0.9%
Value ($000) $1,997 Shares 3,426 Est. Cost $145.78 Unrealized +294.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.8%
Value ($000) $1,690 Shares 30,352 Est. Cost $63.51 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $1,469 Shares 3,906 Est. Cost $218.27 Unrealized +60.5%
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $1,394 Shares 6,947 Est. Cost $159.33 Unrealized
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.6%
Value ($000) $1,187 Shares 38,124 Est. Cost $31.17 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.5%
Value ($000) $1,004 Shares 8,567 Est. Cost $98.96 Unrealized
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $875 Shares 8,137 Est. Cost $125.21 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.4%
Value ($000) $857 Shares 8,590 Est. Cost $101.98 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.4%
Value ($000) $840 Shares 5,351 Est. Cost $149.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $815 Shares 2,286 Est. Cost $222.37 Unrealized +57.8%
INTC INTEL CORP COM 0.4%
Value ($000) $794 Shares 15,794 Est. Cost $42.09 Unrealized -4.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $784 Shares 21,223 Est. Cost $33.20 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $776 Shares 10,336 Est. Cost $59.24 Unrealized
GNMA ISHARES GNMA BOND ETF 0.3%
Value ($000) $747 Shares 16,887 Est. Cost $50.71 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.3%
Value ($000) $715 Shares 14,804 Est. Cost $37.16 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $714 Shares 14,745 Est. Cost $51.38 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $707 Shares 1,480 Est. Cost $427.88 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $675 Shares 1,906 Est. Cost $242.14 Unrealized +33.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value ($000) $649 Shares 23,194 Est. Cost $27.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $611 Shares 3,738 Est. Cost $106.97 Unrealized +32.3%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $605 Shares 6,097 Est. Cost $113.26 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $602 Shares 4,273 Est. Cost $109.80 Unrealized +22.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $600 Shares 2,164 Est. Cost $206.03 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $597 Shares 2,015 Est. Cost $181.40 Unrealized +42.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $579 Shares 3,696 Est. Cost $130.60 Unrealized +9.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $574 Shares 3,916 Est. Cost $118.94 Unrealized +18.2%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $533 Shares 3,563 Est. Cost $110.00 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $466 Shares 5,884 Est. Cost $63.05 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $447 Shares 4,097 Est. Cost $69.17 Unrealized +40.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $436 Shares 3,942 Est. Cost $137.57 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $430 Shares 2,886 Est. Cost $76.09 Unrealized +81.1%
V VISA INC COM CL A 0.2%
Value ($000) $427 Shares 1,640 Est. Cost $236.28 Unrealized +2.7%
INTU INTUIT COM 0.2%
Value ($000) $420 Shares 672 Est. Cost $333.90 Unrealized +63.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $413 Shares 2,423 Est. Cost $133.83 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $411 Shares 829 Est. Cost $22.19 Unrealized +108.7%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $407 Shares 616 Est. Cost $346.56 Unrealized +65.5%
ADBE ADOBE INC COM 0.2%
Value ($000) $399 Shares 669 Est. Cost $323.81 Unrealized +78.1%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $399 Shares 2,343 Est. Cost $108.94 Unrealized +33.0%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $396 Shares 833 Est. Cost $391.25 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $344 Shares 4,525 Est. Cost $62.24 Unrealized
DHI D R HORTON INC COM 0.2%
Value ($000) $328 Shares 2,159 Est. Cost $92.76 Unrealized +30.0%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $310 Shares 1,315 Est. Cost $184.71 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $306 Shares 1,761 Est. Cost $105.77 Unrealized +44.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $301 Shares 567 Est. Cost $479.01 Unrealized +0.4%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $289 Shares 750 Est. Cost $234.69 Unrealized +35.4%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $289 Shares 5,712 Est. Cost $39.98 Unrealized +20.0%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $285 Shares 2,757 Est. Cost $66.40 Unrealized +25.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $276 Shares 2,506 Est. Cost $97.62 Unrealized -1.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $274 Shares 7,277 Est. Cost $40.40 Unrealized -23.3%
WMT WALMART INC COM 0.1%
Value ($000) $271 Shares 1,716 Est. Cost $45.67 Unrealized +13.1%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $266 Shares 1,192 Est. Cost $170.57 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $251 Shares 5,983 Est. Cost $41.08 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $250 Shares 7,417 Est. Cost $27.61 Unrealized 0.0%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $245 Shares 2,106 Est. Cost $100.07 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $236 Shares 8,208 Est. Cost $38.36 Unrealized -31.2%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $236 Shares 2,530 Est. Cost $54.94 Unrealized +36.2%
SNA SNAP ON INC COM 0.1%
Value ($000) $230 Shares 795 Est. Cost $241.86 Unrealized +5.4%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $224 Shares 895 Est. Cost $247.40 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $223 Shares 2,226 Est. Cost $96.47 Unrealized +1.2%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $221 Shares 1,365 Est. Cost $144.16 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $220 Shares 1,267 Est. Cost $173.89 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $212 Shares 2,669 Est. Cost $74.67 Unrealized +1.2%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $208 Shares 2,797 Est. Cost $74.46 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $208 Shares 2,307 Est. Cost $83.03 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $207 Shares 1,786 Est. Cost $107.88 Unrealized +1.7%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $206 Shares 234 Est. Cost $818.96 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $202 Shares 4,025 Est. Cost $50.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $201 Shares 3,587 Est. Cost $56.14 Unrealized
GRMN GARMIN LTD SHS 0.1%
Value ($000) $199 Shares 1,549 Est. Cost $111.64 Unrealized 0.0%
VTR VENTAS INC COM 0.1%
Value ($000) $198 Shares 3,977 Est. Cost $41.74 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $194 Shares 1,878 Est. Cost $103.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $192 Shares 2,554 Est. Cost $75.35 Unrealized
SSD SIMPSON MFG INC COM 0.1%
Value ($000) $191 Shares 965 Est. Cost $156.29 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $187 Shares 2,780 Est. Cost $67.38 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $187 Shares 685 Est. Cost $257.66 Unrealized 0.0%
SPIRIT RLTY CAP INC NEW COM NEW 0.1%
Value ($000) $186 Shares 4,259 Est. Cost $43.69 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $183 Shares 3,683 Est. Cost $49.73 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $183 Shares 7,373 Est. Cost $24.79 Unrealized
EVR EVERCORE INC CLASS A 0.1%
Value ($000) $182 Shares 1,065 Est. Cost $140.62 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $182 Shares 2,242 Est. Cost $72.19 Unrealized 0.0%
STM STMICROELECTRONICS N V NY REGISTRY 0.1%
Value ($000) $180 Shares 3,600 Est. Cost $50.13 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $180 Shares 1,224 Est. Cost $147.14 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $177 Shares 414 Est. Cost $397.11 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $176 Shares 2,576 Est. Cost $68.31 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $175 Shares 1,560 Est. Cost $90.94 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $175 Shares 1,028 Est. Cost $145.50 Unrealized 0.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $175 Shares 2,700 Est. Cost $28.68 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $174 Shares 793 Est. Cost $219.57 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $172 Shares 8,884 Est. Cost $15.05 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $169 Shares 571 Est. Cost $251.22 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $168 Shares 1,070 Est. Cost $134.26 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $167 Shares 1,025 Est. Cost $148.76 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $165 Shares 2,034 Est. Cost $81.28 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $165 Shares 1,269 Est. Cost $119.35 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $164 Shares 1,388 Est. Cost $107.90 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $163 Shares 8,000 Est. Cost $17.12 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $163 Shares 336 Est. Cost $483.69 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $161 Shares 2,779 Est. Cost $57.94 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $159 Shares 1,315 Est. Cost $115.58 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $159 Shares 1,570 Est. Cost $101.16 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $158 Shares 1,043 Est. Cost $140.18 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $153 Shares 2,325 Est. Cost $55.09 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $153 Shares 1,166 Est. Cost $102.08 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $152 Shares 1,876 Est. Cost $71.72 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $152 Shares 2,975 Est. Cost $38.82 Unrealized 0.0%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.1%
Value ($000) $146 Shares 2,645 Est. Cost $55.35 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.1%
Value ($000) $146 Shares 1,439 Est. Cost $101.73 Unrealized
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $144 Shares 1,404 Est. Cost $83.33 Unrealized 0.0%
MTH MERITAGE HOMES CORP COM 0.1%
Value ($000) $144 Shares 825 Est. Cost $68.94 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $143 Shares 780 Est. Cost $183.38 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $142 Shares 2,895 Est. Cost $41.03 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $142 Shares 913 Est. Cost $155.33 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $141 Shares 3,690 Est. Cost $30.33 Unrealized 0.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $141 Shares 623 Est. Cost $213.74 Unrealized 0.0%
LAM RESEARCH CORP COM 0.1%
Value ($000) $140 Shares 179 Est. Cost $783.26 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $138 Shares 954 Est. Cost $118.34 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.1%
Value ($000) $137 Shares 16,250 Est. Cost $5.66 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $137 Shares 1,960 Est. Cost $70.10 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $137 Shares 979 Est. Cost $133.35 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC COM 0.1%
Value ($000) $136 Shares 760 Est. Cost $168.03 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $134 Shares 541 Est. Cost $237.66 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $134 Shares 867 Est. Cost $135.72 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $133 Shares 1,289 Est. Cost $96.11 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $131 Shares 950 Est. Cost $126.28 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $130 Shares 980 Est. Cost $111.04 Unrealized 0.0%
MYRG MYR GROUP INC DEL COM 0.1%
Value ($000) $130 Shares 900 Est. Cost $128.84 Unrealized 0.0%
PVH PVH CORPORATION COM 0.1%
Value ($000) $130 Shares 1,065 Est. Cost $89.22 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $130 Shares 1,340 Est. Cost $83.85 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $130 Shares 1,354 Est. Cost $92.19 Unrealized 0.0%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $130 Shares 3,909 Est. Cost $33.25 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $130 Shares 275 Est. Cost $446.64 Unrealized 0.0%
M D C HLDGS INC COM 0.1%
Value ($000) $130 Shares 2,347 Est. Cost $55.25 Unrealized
HOLX HOLOGIC INC COM 0.1%
Value ($000) $130 Shares 1,814 Est. Cost $69.63 Unrealized 0.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $129 Shares 2,000 Est. Cost $64.69 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $128 Shares 2,174 Est. Cost $58.73 Unrealized
ESNT ESSENT GROUP LTD COM 0.1%
Value ($000) $126 Shares 2,385 Est. Cost $47.29 Unrealized 0.0%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.1%
Value ($000) $126 Shares 2,876 Est. Cost $43.70 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value ($000) $123 Shares 922 Est. Cost $105.61 Unrealized 0.0%
GRBK GREEN BRICK PARTNERS INC COM 0.1%
Value ($000) $123 Shares 2,360 Est. Cost $45.47 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $72.47 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $120 Shares 3,190 Est. Cost $37.60 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $120 Shares 1,450 Est. Cost $76.99 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $118 Shares 75 Est. Cost $1417.24 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $116 Shares 330 Est. Cost $312.68 Unrealized 0.0%
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.1%
Value ($000) $115 Shares 1,478 Est. Cost $77.49 Unrealized
TPH TRI POINTE HOMES INC COM 0.1%
Value ($000) $113 Shares 3,200 Est. Cost $29.05 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.1%
Value ($000) $112 Shares 300 Est. Cost $286.36 Unrealized 0.0%
MATX MATSON INC COM 0.1%
Value ($000) $112 Shares 1,020 Est. Cost $92.45 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $111 Shares 3,353 Est. Cost $25.22 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $111 Shares 203 Est. Cost $508.04 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $110 Shares 1,025 Est. Cost $89.69 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $110 Shares 649 Est. Cost $153.75 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $110 Shares 2,738 Est. Cost $40.21 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.1%
Value ($000) $110 Shares 1,910 Est. Cost $43.04 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $109 Shares 144 Est. Cost $756.92 Unrealized
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $108 Shares 355 Est. Cost $242.81 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $108 Shares 210 Est. Cost $511.34 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $108 Shares 2,920 Est. Cost $28.22 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $108 Shares 878 Est. Cost $122.75 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $107 Shares 237 Est. Cost $417.42 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $107 Shares 675 Est. Cost $135.82 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $107 Shares 3,065 Est. Cost $29.13 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $107 Shares 1,375 Est. Cost $64.81 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $106 Shares 1,800 Est. Cost $53.26 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $106 Shares 2,160 Est. Cost $47.24 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $105 Shares 220 Est. Cost $440.11 Unrealized 0.0%
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $101 Shares 4,240 Est. Cost $19.07 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $100 Shares 1,543 Est. Cost $64.81 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $99 Shares 1,872 Est. Cost $52.80 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $99 Shares 1,100 Est. Cost $73.14 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $98 Shares 2,920 Est. Cost $33.73 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $98 Shares 1,360 Est. Cost $67.79 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $98 Shares 434 Est. Cost $224.88 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $97 Shares 480 Est. Cost $83.80 Unrealized 0.0%
INGR INGREDION INC COM 0.0%
Value ($000) $96 Shares 885 Est. Cost $100.33 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $95 Shares 1,100 Est. Cost $73.20 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $79.84 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $94 Shares 1,832 Est. Cost $41.35 Unrealized 0.0%
FNDB SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF 0.0%
Value ($000) $94 Shares 1,535 Est. Cost $61.10 Unrealized
PWV INVESCO LARGE CAP VALUE ETF 0.0%
Value ($000) $93 Shares 1,825 Est. Cost $50.74 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $93 Shares 1,688 Est. Cost $47.96 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $92 Shares 1,600 Est. Cost $50.84 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $91 Shares 750 Est. Cost $103.00 Unrealized 0.0%
NVR NVR INC COM 0.0%
Value ($000) $91 Shares 13 Est. Cost $6168.00 Unrealized 0.0%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $90 Shares 675 Est. Cost $104.56 Unrealized 0.0%
CRH CRH PLC ORD 0.0%
Value ($000) $90 Shares 1,300 Est. Cost $58.12 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $89 Shares 320 Est. Cost $265.53 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $89 Shares 675 Est. Cost $104.53 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $88 Shares 365 Est. Cost $241.77 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $88 Shares 1,025 Est. Cost $67.36 Unrealized 0.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $88 Shares 700 Est. Cost $107.97 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $88 Shares 843 Est. Cost $104.00 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $87 Shares 625 Est. Cost $121.60 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $87 Shares 722 Est. Cost $105.04 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $84 Shares 544 Est. Cost $119.93 Unrealized 0.0%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $84 Shares 2,465 Est. Cost $34.01 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $83 Shares 171 Est. Cost $43.65 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $83 Shares 2,380 Est. Cost $25.93 Unrealized 0.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $82 Shares 238 Est. Cost $293.72 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $79 Shares 2,300 Est. Cost $25.54 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $79 Shares 1,591 Est. Cost $49.80 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $79 Shares 5,465 Est. Cost $10.65 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $77 Shares 135 Est. Cost $462.72 Unrealized 0.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $77 Shares 1,610 Est. Cost $43.71 Unrealized 0.0%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $77 Shares 1,500 Est. Cost $40.60 Unrealized 0.0%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $76 Shares 336 Est. Cost $227.29 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $76 Shares 515 Est. Cost $132.46 Unrealized 0.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $76 Shares 305 Est. Cost $203.15 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $75 Shares 1,390 Est. Cost $45.05 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $74 Shares 170 Est. Cost $436.80 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $74 Shares 2,500 Est. Cost $29.48 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $74 Shares 1,304 Est. Cost $56.40 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $73 Shares 1,011 Est. Cost $64.31 Unrealized 0.0%
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value ($000) $73 Shares 731 Est. Cost $100.12 Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $73 Shares 1,450 Est. Cost $44.20 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $72 Shares 338 Est. Cost $213.33 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $70 Shares 1,130 Est. Cost $62.34 Unrealized
DAC DANAOS CORPORATION SHS 0.0%
Value ($000) $70 Shares 950 Est. Cost $63.60 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $70 Shares 930 Est. Cost $66.72 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $70 Shares 341 Est. Cost $191.75 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $70 Shares 643 Est. Cost $108.28 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $68 Shares 503 Est. Cost $128.95 Unrealized 0.0%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $66 Shares 1,129 Est. Cost $58.45 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $66 Shares 675 Est. Cost $81.80 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $66 Shares 3,325 Est. Cost $9.95 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $66 Shares 195 Est. Cost $298.09 Unrealized 0.0%
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $66 Shares 3,400 Est. Cost $17.70 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $65 Shares 515 Est. Cost $113.23 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $65 Shares 1,830 Est. Cost $33.10 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $65 Shares 338 Est. Cost $191.17 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $63 Shares 204 Est. Cost $310.88 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $63 Shares 3,250 Est. Cost $15.08 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $63 Shares 300 Est. Cost $194.65 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $63 Shares 809 Est. Cost $78.03 Unrealized
THO THOR INDS INC COM 0.0%
Value ($000) $62 Shares 525 Est. Cost $95.35 Unrealized 0.0%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $62 Shares 2,072 Est. Cost $29.93 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $61 Shares 321 Est. Cost $190.96 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $52.84 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $61 Shares 324 Est. Cost $156.99 Unrealized 0.0%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $60 Shares 1,225 Est. Cost $49.10 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $60 Shares 578 Est. Cost $103.13 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $59 Shares 600 Est. Cost $43.39 Unrealized 0.0%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $59 Shares 675 Est. Cost $79.48 Unrealized 0.0%
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.0%
Value ($000) $59 Shares 2,123 Est. Cost $27.82 Unrealized
MMS MAXIMUS INC COM 0.0%
Value ($000) $59 Shares 700 Est. Cost $79.77 Unrealized 0.0%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $59 Shares 327 Est. Cost $179.44 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $59 Shares 650 Est. Cost $76.96 Unrealized 0.0%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $59 Shares 1,850 Est. Cost $31.64 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $59 Shares 463 Est. Cost $106.81 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $58 Shares 1,496 Est. Cost $39.03 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $58 Shares 2,414 Est. Cost $24.16 Unrealized
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $57 Shares 1,350 Est. Cost $39.17 Unrealized 0.0%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX 0.0%
Value ($000) $57 Shares 3,633 Est. Cost $15.57 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $55 Shares 200 Est. Cost $238.09 Unrealized 0.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $55 Shares 2,022 Est. Cost $27.14 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $55 Shares 200 Est. Cost $259.21 Unrealized 0.0%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $53 Shares 806 Est. Cost $56.89 Unrealized 0.0%
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $53 Shares 670 Est. Cost $73.46 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $53 Shares 378 Est. Cost $124.75 Unrealized 0.0%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $53 Shares 1,195 Est. Cost $44.12 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $53 Shares 775 Est. Cost $67.99 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $52 Shares 563 Est. Cost $77.74 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $52 Shares 800 Est. Cost $59.53 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $52 Shares 400 Est. Cost $100.17 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $52 Shares 200 Est. Cost $245.62 Unrealized 0.0%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value ($000) $50 Shares 165 Est. Cost $272.58 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $45.39 Unrealized 0.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $50 Shares 2,700 Est. Cost $18.38 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $49 Shares 300 Est. Cost $151.31 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $49 Shares 44 Est. Cost $92.23 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $49 Shares 420 Est. Cost $116.29 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $49 Shares 900 Est. Cost $53.97 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $49 Shares 1,629 Est. Cost $21.97 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $47 Shares 195 Est. Cost $216.82 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $46 Shares 550 Est. Cost $78.58 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $45 Shares 1,400 Est. Cost $27.46 Unrealized 0.0%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $25.35 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $45 Shares 887 Est. Cost $51.05 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $45 Shares 290 Est. Cost $143.50 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $45 Shares 1,400 Est. Cost $25.92 Unrealized 0.0%
BKE BUCKLE INC COM 0.0%
Value ($000) $44 Shares 925 Est. Cost $29.82 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $44 Shares 267 Est. Cost $164.42 Unrealized
LPG DORIAN LPG LTD SHS USD 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $37.17 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $44 Shares 900 Est. Cost $48.48 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $184.24 Unrealized 0.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $43 Shares 1,380 Est. Cost $30.91 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $41 Shares 2,189 Est. Cost $14.52 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $40 Shares 2,931 Est. Cost $13.80 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $40 Shares 1,378 Est. Cost $29.29 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $40 Shares 560 Est. Cost $56.62 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $14.14 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $39 Shares 110 Est. Cost $351.82 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 283 Est. Cost $136.27 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $38 Shares 700 Est. Cost $50.54 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $38 Shares 1,665 Est. Cost $22.96 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $38 Shares 6,000 Est. Cost $6.30 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $37 Shares 2,076 Est. Cost $16.69 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $37 Shares 550 Est. Cost $54.28 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $37 Shares 290 Est. Cost $114.69 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 310 Est. Cost $111.25 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $37 Shares 473 Est. Cost $77.37 Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $35 Shares 175 Est. Cost $174.12 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $35 Shares 583 Est. Cost $60.86 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $35 Shares 718 Est. Cost $49.36 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $35 Shares 464 Est. Cost $66.74 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $35 Shares 992 Est. Cost $34.86 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $34 Shares 200 Est. Cost $150.68 Unrealized 0.0%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $34 Shares 160 Est. Cost $183.58 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $34 Shares 112 Est. Cost $303.96 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $34 Shares 945 Est. Cost $29.41 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $34 Shares 385 Est. Cost $77.04 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $34 Shares 1,291 Est. Cost $26.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $33 Shares 2,625 Est. Cost $9.98 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $33 Shares 580 Est. Cost $51.55 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $33 Shares 240 Est. Cost $117.30 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $33 Shares 649 Est. Cost $50.62 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $148.87 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $33 Shares 150 Est. Cost $196.08 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $32 Shares 126 Est. Cost $242.32 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $31 Shares 1,590 Est. Cost $15.38 Unrealized 0.0%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value ($000) $31 Shares 878 Est. Cost $35.85 Unrealized
TSBK TIMBERLAND BANCORP INC COM 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $27.03 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $31 Shares 310 Est. Cost $100.97 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $30 Shares 104 Est. Cost $255.10 Unrealized 0.0%
RTX RTX CORPORATION COM 0.0%
Value ($000) $30 Shares 356 Est. Cost $75.63 Unrealized 0.0%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $30 Shares 711 Est. Cost $41.84 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $29 Shares 271 Est. Cost $102.99 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 250 Est. Cost $113.99 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $28 Shares 430 Est. Cost $58.77 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $28 Shares 603 Est. Cost $46.07 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $27 Shares 633 Est. Cost $33.10 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $27 Shares 1,264 Est. Cost $18.40 Unrealized 0.0%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $27 Shares 1,280 Est. Cost $21.24 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $27 Shares 185 Est. Cost $145.66 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $27 Shares 240 Est. Cost $76.89 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $27 Shares 390 Est. Cost $68.18 Unrealized
PRDO PERDOCEO ED CORP COM 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $16.85 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $26 Shares 285 Est. Cost $86.20 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $25 Shares 780 Est. Cost $32.26 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $25 Shares 508 Est. Cost $28.91 Unrealized 0.0%
LQDA LIQUIDIA CORPORATION COM NEW 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $7.20 Unrealized 0.0%
SMARTSHEET INC COM CL A 0.0%
Value ($000) $24 Shares 500 Est. Cost $47.82 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $200.12 Unrealized 0.0%
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $23 Shares 800 Est. Cost $22.68 Unrealized 0.0%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $23 Shares 983 Est. Cost $23.08 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $22 Shares 367 Est. Cost $53.46 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $22 Shares 298 Est. Cost $73.55 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $22 Shares 828 Est. Cost $26.35 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $7.11 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $21 Shares 101 Est. Cost $172.33 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $20 Shares 34 Est. Cost $131.70 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $20 Shares 167 Est. Cost $109.35 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $28.28 Unrealized +23.1%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $17.25 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $20 Shares 459 Est. Cost $40.09 Unrealized 0.0%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $20 Shares 756 Est. Cost $26.49 Unrealized
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $18.21 Unrealized 0.0%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $20 Shares 353 Est. Cost $49.55 Unrealized 0.0%
ACH OWENS & MINOR INC NEW COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $18.11 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $18 Shares 76 Est. Cost $237.22 Unrealized
SEB SEABOARD CORP DEL COM 0.0%
Value ($000) $18 Shares 5 Est. Cost $3535.70 Unrealized 0.0%
STAG STAG INDL INC COM 0.0%
Value ($000) $18 Shares 450 Est. Cost $39.26 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $18 Shares 849 Est. Cost $17.09 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $17 Shares 1,043 Est. Cost $14.21 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $17 Shares 3,515 Est. Cost $4.91 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $17 Shares 57 Est. Cost $274.84 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $17 Shares 541 Est. Cost $31.03 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $17 Shares 900 Est. Cost $17.45 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $17 Shares 186 Est. Cost $80.24 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $17 Shares 74 Est. Cost $232.39 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 100 Est. Cost $165.25 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $16 Shares 400 Est. Cost $22.38 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 314 Est. Cost $50.58 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $16 Shares 333 Est. Cost $40.17 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $16 Shares 222 Est. Cost $63.75 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $15 Shares 19 Est. Cost $811.79 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $15 Shares 33 Est. Cost $399.48 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 399 Est. Cost $37.06 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $15 Shares 92 Est. Cost $157.80 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $14 Shares 750 Est. Cost $19.15 Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $14 Shares 900 Est. Cost $10.33 Unrealized 0.0%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $14 Shares 140 Est. Cost $98.95 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.49 Unrealized
CRGY CRESCENT ENERGY COMPANY CL A COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $10.70 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $13 Shares 276 Est. Cost $46.63 Unrealized
RGNX REGENXBIO INC COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $17.61 Unrealized 0.0%
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value ($000) $12 Shares 539 Est. Cost $22.75 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $12 Shares 300 Est. Cost $31.45 Unrealized 0.0%
PDLB PONCE FINANCIAL GROUP INC COMMON STOCK 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $8.63 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $46.49 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 124 Est. Cost $91.41 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $11 Shares 102 Est. Cost $119.31 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $30.38 Unrealized 0.0%
NNN NNN REIT INC COM 0.0%
Value ($000) $11 Shares 256 Est. Cost $43.10 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $11 Shares 215 Est. Cost $50.03 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $11 Shares 500 Est. Cost $21.50 Unrealized
AMUB ETRACS ALERIAN MLP INDEX ETN CLASS B 0.0%
Value ($000) $11 Shares 659 Est. Cost $16.00 Unrealized
BERRY CORP COM 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $7.03 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.71 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $119.71 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $10 Shares 1,545 Est. Cost $6.76 Unrealized
VAL VALARIS LTD CL A 0.0%
Value ($000) $10 Shares 152 Est. Cost $68.54 Unrealized 0.0%
CMRE COSTAMARE INC SHS 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.00 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $10 Shares 381 Est. Cost $23.57 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $264.03 Unrealized 0.0%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $10 Shares 534 Est. Cost $19.03 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 119 Est. Cost $82.96 Unrealized
CALUMET SPECIALTY PRODS PARTNE UT LTD PARTNER 0.0%
Value ($000) $10 Shares 550 Est. Cost $17.87 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 52 Est. Cost $177.67 Unrealized 0.0%
CORECARD CORPORATION COM 0.0%
Value ($000) $10 Shares 700 Est. Cost $13.83 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $9 Shares 330 Est. Cost $26.28 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.71 Unrealized 0.0%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $9 Shares 196 Est. Cost $47.39 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $9 Shares 1,185 Est. Cost $7.69 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $9 Shares 46 Est. Cost $172.86 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 105 Est. Cost $85.54 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $9 Shares 229 Est. Cost $37.65 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $39.39 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $9 Shares 33 Est. Cost $234.24 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $112.39 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $8 Shares 113 Est. Cost $59.73 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $232.65 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $113.03 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $209.24 Unrealized 0.0%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 165 Est. Cost $47.00 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $8 Shares 461 Est. Cost $16.58 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $8 Shares 29 Est. Cost $263.38 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $58.41 Unrealized 0.0%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.68 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $7 Shares 349 Est. Cost $21.15 Unrealized
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $7 Shares 294 Est. Cost $24.98 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.44 Unrealized 0.0%
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.74 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $268.62 Unrealized 0.0%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $7 Shares 282 Est. Cost $25.30 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $11.17 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $7 Shares 169 Est. Cost $36.81 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $7 Shares 700 Est. Cost $8.40 Unrealized 0.0%
GTLS CHART INDS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $135.14 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $7 Shares 384 Est. Cost $15.34 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $7 Shares 114 Est. Cost $57.96 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $7 Shares 210 Est. Cost $31.19 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $63.36 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $6 Shares 249 Est. Cost $25.34 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $6 Shares 61 Est. Cost $102.89 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $6 Shares 198 Est. Cost $31.01 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $6 Shares 118 Est. Cost $44.49 Unrealized 0.0%
FBP FIRST BANCORP P R COM NEW 0.0%
Value ($000) $6 Shares 350 Est. Cost $13.84 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 112 Est. Cost $51.26 Unrealized
BTU PEABODY ENGR CORP COM 0.0%
Value ($000) $6 Shares 231 Est. Cost $23.39 Unrealized 0.0%
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,729 Est. Cost $3.19 Unrealized
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value ($000) $6 Shares 700 Est. Cost $8.45 Unrealized 0.0%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $5 Shares 464 Est. Cost $11.73 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $5 Shares 34 Est. Cost $138.15 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $5 Shares 133 Est. Cost $34.50 Unrealized 0.0%
SPWH SPORTSMANS WHSE HLDGS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.74 Unrealized 0.0%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.50 Unrealized 0.0%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.18 Unrealized
BANC BANC OF CALIFORNIA INC COM 0.0%
Value ($000) $4 Shares 311 Est. Cost $11.64 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $117.86 Unrealized 0.0%
GLPG GALAPAGOS NV SPON ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.65 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $35.20 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $166.66 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 440 Est. Cost $8.23 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $96.38 Unrealized
KINIKSA PHARMACEUTICALS LTD COM CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.54 Unrealized
COHEN & STEERS REAL ESTATE OPP SHS BENFIN INT 0.0%
Value ($000) $3 Shares 250 Est. Cost $13.99 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3 Shares 81 Est. Cost $35.90 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 13,000 Est. Cost $167.30 Unrealized +35.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $46.55 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 228 Est. Cost $12.33 Unrealized 0.0%
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $2.26 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.45 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $110.78 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $3 Shares 18 Est. Cost $154.61 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $3 Shares 60 Est. Cost $37.45 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $210.35 Unrealized 0.0%
NEWP NEW PAC METALS CORP COM 0.0%
Value ($000) $3 Shares 1,317 Est. Cost $1.73 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $65.55 Unrealized 0.0%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $2 Shares 96 Est. Cost $24.18 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $191.75 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.09 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $116.88 Unrealized 0.0%
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.03 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $53.38 Unrealized 0.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $2 Shares 79 Est. Cost $27.70 Unrealized
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.35 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $47.04 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 Shares 191 Est. Cost $8.69 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.48 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $2 Shares 215 Est. Cost $9.11 Unrealized
CALLON PETE CO DEL COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $32.40 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.79 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.21 Unrealized 0.0%
CLIR CLEARSIGN TECHNOLOGIES CORP COM 0.0%
Value ($000) $2 Shares 1,680 Est. Cost $1.04 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.48 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.66 Unrealized 0.0%
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $48.28 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.29 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.84 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $168.56 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.00 Unrealized
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.74 Unrealized 0.0%
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $1 Shares 94 Est. Cost $15.02 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 113 Est. Cost $9.63 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $65.40 Unrealized 0.0%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $1 Shares 323 Est. Cost $4.14 Unrealized
SILVERCREST METALS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.55 Unrealized
NE/WS NOBLE CORP PLC WT EXP 020428 0.0%
Value ($000) $1 Shares 45 Est. Cost $28.98 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $69.58 Unrealized 0.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $1 Shares 85 Est. Cost $12.82 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $46.62 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $76.07 Unrealized 0.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 Shares 51 Est. Cost $23.31 Unrealized
NE/WS/A NOBLE CORP PLC WT EXP 020428 0.0%
Value ($000) $1 Shares 45 Est. Cost $25.91 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.47 Unrealized 0.0%
HTO SJW GROUP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.44 Unrealized 0.0%
MAG SILVER CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.41 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $87.27 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $252.25 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 66 Est. Cost $12.51 Unrealized 0.0%
TDAY GANNETT CO INC COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.23 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.88 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.91 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.88 Unrealized 0.0%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $1 Shares 26 Est. Cost $27.24 Unrealized 0.0%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.20 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 22 Est. Cost $35.41 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 9 Est. Cost $68.27 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.02 Unrealized 0.0%
NE NOBLE CORP PLC ORD SHS A 0.0%
Value ($000) $1 Shares 11 Est. Cost $41.21 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $215.94 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.41 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.95 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.71 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $0 Shares 68 Est. Cost $5.39 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $0 Shares 116 Est. Cost $3.23 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.60 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.67 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.66 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.98 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.83 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.75 Unrealized 0.0%
MLR MILLER INDS INC TENN COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $37.99 Unrealized 0.0%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.90 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.85 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.79 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.80 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.50 Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.46 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 14 Est. Cost $10.79 Unrealized 0.0%
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $6.23 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.12 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.63 Unrealized 0.0%
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $5.96 Unrealized 0.0%
AMERICAS GOLD AND SILVER CORP COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.25 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.00 Unrealized
NLR VANECK URANIUMNUCLEAR ENERGY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.00 Unrealized
DNN DENISON MINES CORP COM 0.0%
Value ($000) $0 Shares 39 Est. Cost $1.67 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.74 Unrealized 0.0%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.22 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.00 Unrealized
NAKD1USD CENNTRO ELECTRIC GROUP LIMITED SHS NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $1.42 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.40 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $1.42 Unrealized 0.0%
IBIO IBIO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.38 Unrealized 0.0%