GoalVest Advisory LLC Diversified Active

CIK: 0001839307 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $177,272 (100.0% shares, 0.0% debt)

Holdings (520)

VUG VANGUARD GROWTH INDEX FUND 7.1%
Value ($000) $12,621 Shares 43,883 Est. Cost $286.79 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 4.0%
Value ($000) $7,113 Shares 68,022 Est. Cost $92.13 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 3.9%
Value ($000) $6,933 Shares 129,809 Est. Cost $46.30 Unrealized
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $6,902 Shares 22,385 Est. Cost $224.79 Unrealized +29.6%
AMZN AMAZON COM INC COM 3.6%
Value ($000) $6,425 Shares 1,971 Est. Cost $159.01 Unrealized -2.8%
VOO VANGUARD S&P 500 ETF 3.2%
Value ($000) $5,753 Shares 13,858 Est. Cost $379.81 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.4%
Value ($000) $4,300 Shares 40,976 Est. Cost $105.69 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 2.3%
Value ($000) $4,048 Shares 37,409 Est. Cost $108.21 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.1%
Value ($000) $3,763 Shares 1,353 Est. Cost $91.04 Unrealized +48.1%
VB VANGUARD SMALL-CAP INDEX FUND 2.0%
Value ($000) $3,534 Shares 16,628 Est. Cost $202.61 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.8%
Value ($000) $3,155 Shares 45,390 Est. Cost $69.43 Unrealized
AAPL APPLE INC COM 1.8%
Value ($000) $3,148 Shares 18,031 Est. Cost $119.41 Unrealized +38.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 1.8%
Value ($000) $3,116 Shares 37,395 Est. Cost $83.33 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.7%
Value ($000) $3,096 Shares 61,582 Est. Cost $50.68 Unrealized
ARKK ARK INNOVATION ETF 1.6%
Value ($000) $2,806 Shares 42,324 Est. Cost $124.49 Unrealized
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 1.5%
Value ($000) $2,703 Shares 14,635 Est. Cost $159.98 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 1.5%
Value ($000) $2,698 Shares 73,464 Est. Cost $36.77 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 1.5%
Value ($000) $2,648 Shares 34,636 Est. Cost $38.79 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.5%
Value ($000) $2,642 Shares 24,665 Est. Cost $118.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $2,633 Shares 7,462 Est. Cost $230.18 Unrealized +40.5%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $2,446 Shares 21,148 Est. Cost $169.80 Unrealized -21.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.3%
Value ($000) $2,220 Shares 16,208 Est. Cost $136.97 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 1.2%
Value ($000) $2,207 Shares 125,130 Est. Cost $17.46 Unrealized
KBWB INVESCO KBW BANK ETF 1.2%
Value ($000) $2,203 Shares 34,563 Est. Cost $63.74 Unrealized
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $1,964 Shares 17,702 Est. Cost $98.29 Unrealized -4.7%
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $1,945 Shares 10,977 Est. Cost $138.59 Unrealized +9.5%
BAC BK OF AMERICA CORP COM 1.1%
Value ($000) $1,919 Shares 46,544 Est. Cost $32.09 Unrealized +27.2%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 1.1%
Value ($000) $1,893 Shares 48,711 Est. Cost $40.64 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $1,761 Shares 7,940 Est. Cost $201.39 Unrealized +4.3%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $1,724 Shares 3,799 Est. Cost $428.56 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $1,683 Shares 3,301 Est. Cost $314.52 Unrealized +43.4%
ABT ABBOTT LABS COM 0.9%
Value ($000) $1,676 Shares 14,163 Est. Cost $104.40 Unrealized +10.5%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.9%
Value ($000) $1,630 Shares 33,728 Est. Cost $40.88 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $1,561 Shares 11,451 Est. Cost $110.38 Unrealized +21.1%
MA MASTERCARD INCORPORATED CL A 0.9%
Value ($000) $1,559 Shares 4,363 Est. Cost $346.10 Unrealized +1.6%
META META PLATFORMS INC CL A 0.8%
Value ($000) $1,480 Shares 6,656 Est. Cost $269.37 Unrealized -7.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.8%
Value ($000) $1,434 Shares 133,233 Est. Cost $8.58 Unrealized
WMT WALMART INC COM 0.7%
Value ($000) $1,326 Shares 8,904 Est. Cost $44.88 Unrealized -0.6%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $1,236 Shares 2,146 Est. Cost $344.67 Unrealized +45.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,229 Shares 11,932 Est. Cost $101.08 Unrealized
CAT CATERPILLAR INC COM 0.7%
Value ($000) $1,204 Shares 5,404 Est. Cost $200.02 Unrealized -2.3%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,095 Shares 6,543 Est. Cost $134.77 Unrealized +10.1%
NEM NEWMONT CORP COM 0.6%
Value ($000) $1,074 Shares 13,519 Est. Cost $54.59 Unrealized +10.0%
KBE SPDR S&P BANK ETF 0.6%
Value ($000) $1,035 Shares 19,764 Est. Cost $51.77 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $1,028 Shares 12,138 Est. Cost $67.30 Unrealized +7.1%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $990 Shares 6,480 Est. Cost $119.33 Unrealized +19.1%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $979 Shares 20,904 Est. Cost $42.86 Unrealized -0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $979 Shares 19,209 Est. Cost $43.62 Unrealized -4.9%
DIS DISNEY WALT CO COM 0.6%
Value ($000) $977 Shares 7,125 Est. Cost $175.47 Unrealized -19.5%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $940 Shares 16,863 Est. Cost $48.82 Unrealized +3.0%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.5%
Value ($000) $934 Shares 18,443 Est. Cost $51.04 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.5%
Value ($000) $928 Shares 2,037 Est. Cost $478.63 Unrealized +0.5%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $922 Shares 3,730 Est. Cost $203.26 Unrealized +12.1%
CRM SALESFORCE INC COM 0.5%
Value ($000) $918 Shares 4,326 Est. Cost $234.30 Unrealized -9.2%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $910 Shares 4,244 Est. Cost $138.10 Unrealized +28.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.5%
Value ($000) $902 Shares 1,350 Est. Cost $496.32 Unrealized
CIEN CIENA CORP COM NEW 0.5%
Value ($000) $899 Shares 14,826 Est. Cost $45.43 Unrealized +44.1%
AVGO BROADCOM INC COM 0.5%
Value ($000) $897 Shares 1,424 Est. Cost $47.16 Unrealized +16.8%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $891 Shares 2,019 Est. Cost $320.07 Unrealized +14.1%
MRK MERCK & CO INC COM 0.5%
Value ($000) $859 Shares 10,467 Est. Cost $64.58 Unrealized +8.2%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $827 Shares 3,031 Est. Cost $23.24 Unrealized +7.7%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.5%
Value ($000) $826 Shares 8,067 Est. Cost $101.25 Unrealized
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $814 Shares 4,353 Est. Cost $112.14 Unrealized +53.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $813 Shares 1,377 Est. Cost $465.36 Unrealized +22.1%
SPGI S&P GLOBAL INC COM 0.4%
Value ($000) $763 Shares 1,861 Est. Cost $324.02 Unrealized +21.7%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $759 Shares 4,027 Est. Cost $155.62 Unrealized +22.3%
KO COCA COLA CO COM 0.4%
Value ($000) $745 Shares 12,014 Est. Cost $45.35 Unrealized +19.2%
LINDE PLC SHS 0.4%
Value ($000) $741 Shares 2,321 Est. Cost $292.04 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.4%
Value ($000) $740 Shares 22,896 Est. Cost $30.57 Unrealized
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $723 Shares 2,465 Est. Cost $219.55 Unrealized +11.9%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $707 Shares 13,294 Est. Cost $45.35 Unrealized +5.5%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $693 Shares 14,294 Est. Cost $48.49 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $689 Shares 2,773 Est. Cost $167.60 Unrealized +28.1%
SO SOUTHERN CO COM 0.4%
Value ($000) $685 Shares 9,449 Est. Cost $50.15 Unrealized +17.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.4%
Value ($000) $680 Shares 18,678 Est. Cost $38.37 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $675 Shares 6,228 Est. Cost $96.52 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.4%
Value ($000) $664 Shares 4,205 Est. Cost $115.14 Unrealized +44.7%
VMC VULCAN MATLS CO COM 0.4%
Value ($000) $663 Shares 3,608 Est. Cost $138.50 Unrealized +30.6%
IJR ISHARES S&P SMALL-CAP FUND 0.4%
Value ($000) $640 Shares 5,937 Est. Cost $95.76 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $634 Shares 1,019 Est. Cost $89.50 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.3%
Value ($000) $585 Shares 12,441 Est. Cost $34.97 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $565 Shares 740 Est. Cost $749.21 Unrealized
SLM SLM CORP COM 0.3%
Value ($000) $551 Shares 30,000 Est. Cost $18.91 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $536 Shares 1,777 Est. Cost $273.03 Unrealized +7.0%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $529 Shares 2,116 Est. Cost $231.91 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.3%
Value ($000) $482 Shares 8,024 Est. Cost $68.41 Unrealized
PLD PROLOGIS INC. COM 0.3%
Value ($000) $477 Shares 2,957 Est. Cost $124.63 Unrealized +8.7%
XEL XCEL ENERGY INC COM 0.3%
Value ($000) $469 Shares 6,499 Est. Cost $54.41 Unrealized +11.0%
PFM INVESCO DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $455 Shares 11,844 Est. Cost $35.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.3%
Value ($000) $454 Shares 4,578 Est. Cost $68.17 Unrealized +27.3%
YUM YUM BRANDS INC COM 0.3%
Value ($000) $454 Shares 3,833 Est. Cost $92.76 Unrealized +23.3%
DOCU DOCUSIGN INC COM 0.3%
Value ($000) $453 Shares 4,225 Est. Cost $176.95 Unrealized -35.1%
QSR RESTAURANT BRANDS INTL INC COM 0.2%
Value ($000) $440 Shares 7,534 Est. Cost $61.98 Unrealized -8.2%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $411 Shares 1,635 Est. Cost $218.10 Unrealized -1.5%
INTC INTEL CORP COM 0.2%
Value ($000) $394 Shares 7,940 Est. Cost $44.64 Unrealized +3.4%
NKE NIKE INC CL B 0.2%
Value ($000) $393 Shares 2,921 Est. Cost $125.67 Unrealized +5.0%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $356 Shares 4,218 Est. Cost $59.91 Unrealized +39.2%
HD HOME DEPOT INC COM 0.2%
Value ($000) $350 Shares 1,168 Est. Cost $246.43 Unrealized +27.4%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.2%
Value ($000) $345 Shares 11,439 Est. Cost $31.30 Unrealized
ELV ANTHEM INC COM 0.2%
Value ($000) $323 Shares 657 Est. Cost $432.66 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $319 Shares 1,666 Est. Cost $197.15 Unrealized +1.8%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $318 Shares 3,621 Est. Cost $91.30 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $263 Shares 1,768 Est. Cost $119.46 Unrealized -4.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $249 Shares 89 Est. Cost $85.00 Unrealized +58.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $245 Shares 5,110 Est. Cost $48.81 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $232 Shares 4,446 Est. Cost $37.13 Unrealized 0.0%
INTU INTUIT COM 0.1%
Value ($000) $212 Shares 441 Est. Cost $499.50 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $209 Shares 2,141 Est. Cost $114.61 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $207 Shares 812 Est. Cost $254.93 Unrealized
NAVI NAVIENT CORPORATION COM 0.1%
Value ($000) $206 Shares 12,078 Est. Cost $18.36 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $192 Shares 4,165 Est. Cost $53.18 Unrealized
DRAFTKINGS INC COM CL A 0.1%
Value ($000) $184 Shares 9,452 Est. Cost $46.59 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $183 Shares 1,195 Est. Cost $124.71 Unrealized +23.2%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $183 Shares 878 Est. Cost $201.07 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.1%
Value ($000) $157 Shares 14,254 Est. Cost $11.01 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $154 Shares 2,152 Est. Cost $59.64 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $152 Shares 218 Est. Cost $536.17 Unrealized +17.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $145 Shares 1,976 Est. Cost $72.86 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $123 Shares 2,067 Est. Cost $65.67 Unrealized
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.1%
Value ($000) $120 Shares 5,961 Est. Cost $23.89 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $118 Shares 1,333 Est. Cost $73.10 Unrealized -0.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $117 Shares 516 Est. Cost $222.45 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $116 Shares 565 Est. Cost $196.31 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $114 Shares 1,724 Est. Cost $55.31 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.1%
Value ($000) $110 Shares 9,100 Est. Cost $12.09 Unrealized
USO UNITED STATES OIL FUND, LP 0.1%
Value ($000) $107 Shares 1,443 Est. Cost $33.26 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $107 Shares 978 Est. Cost $117.19 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $102 Shares 1,480 Est. Cost $64.69 Unrealized +11.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $101 Shares 1,005 Est. Cost $98.51 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $100 Shares 93 Est. Cost $235.76 Unrealized +32.1%
LOUP INNOVATOR LOUP FRONTIER TECH ETF 0.1%
Value ($000) $97 Shares 2,110 Est. Cost $45.97 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.1%
Value ($000) $97 Shares 588 Est. Cost $188.48 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $97 Shares 601 Est. Cost $161.40 Unrealized
XITK SPDR FACTSET INNOVATIVE TECHNOLOGY ETF 0.1%
Value ($000) $95 Shares 620 Est. Cost $153.23 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $88 Shares 685 Est. Cost $128.47 Unrealized
ZENDESK INC COM 0.0%
Value ($000) $85 Shares 704 Est. Cost $141.81 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $83 Shares 2,155 Est. Cost $39.16 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $82 Shares 308 Est. Cost $214.57 Unrealized +15.7%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $78 Shares 1,177 Est. Cost $49.38 Unrealized
MBI MBIA INC COM 0.0%
Value ($000) $77 Shares 5,000 Est. Cost $6.42 Unrealized 0.0%
O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $77 Shares 2,217 Est. Cost $31.12 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $74 Shares 1,438 Est. Cost $55.11 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $73 Shares 535 Est. Cost $85.21 Unrealized +28.8%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $71 Shares 1,132 Est. Cost $62.79 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $68 Shares 1,305 Est. Cost $33.74 Unrealized +25.9%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $63 Shares 210 Est. Cost $109.51 Unrealized +39.3%
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $63 Shares 866 Est. Cost $72.75 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $61 Shares 335 Est. Cost $136.37 Unrealized +15.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $57 Shares 1,056 Est. Cost $53.98 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $57 Shares 158 Est. Cost $358.16 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $55 Shares 616 Est. Cost $77.72 Unrealized +15.5%
QVMT INVESCO S&P 500 ENHANCED VALUE ETF 0.0%
Value ($000) $51 Shares 1,134 Est. Cost $36.83 Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $51 Shares 1,372 Est. Cost $42.37 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $51 Shares 357 Est. Cost $119.44 Unrealized +5.1%
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $51 Shares 547 Est. Cost $88.45 Unrealized
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.0%
Value ($000) $49 Shares 1,583 Est. Cost $30.95 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $48 Shares 209 Est. Cost $258.49 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $46 Shares 1,938 Est. Cost $14.92 Unrealized -0.1%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $45 Shares 261 Est. Cost $185.28 Unrealized -14.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $43 Shares 150 Est. Cost $141.36 Unrealized +75.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $43 Shares 77 Est. Cost $104.20 Unrealized +7.5%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.0%
Value ($000) $42 Shares 863 Est. Cost $51.37 Unrealized
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $41 Shares 7,989 Est. Cost $5.51 Unrealized 0.0%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $40 Shares 635 Est. Cost $57.20 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $39 Shares 385 Est. Cost $99.32 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $39 Shares 53 Est. Cost $672.63 Unrealized -1.2%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $39 Shares 176 Est. Cost $221.59 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $18.77 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $39 Shares 58 Est. Cost $104.97 Unrealized -21.8%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $38 Shares 466 Est. Cost $31.06 Unrealized +118.6%
OKTA OKTA INC CL A 0.0%
Value ($000) $37 Shares 242 Est. Cost $237.69 Unrealized -24.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $35 Shares 585 Est. Cost $44.56 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $33 Shares 205 Est. Cost $79.17 Unrealized +59.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $33 Shares 87 Est. Cost $41.63 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $32 Shares 104 Est. Cost $229.84 Unrealized +24.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $32 Shares 411 Est. Cost $77.86 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $31 Shares 435 Est. Cost $231.95 Unrealized -68.9%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $28 Shares 503 Est. Cost $41.75 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $26 Shares 1,215 Est. Cost $26.81 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $26 Shares 105 Est. Cost $242.68 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $25 Shares 236 Est. Cost $108.59 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $25 Shares 166 Est. Cost $138.55 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $24 Shares 116 Est. Cost $181.55 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $24 Shares 184 Est. Cost $117.54 Unrealized -2.1%
DASEKE INC COM 0.0%
Value ($000) $24 Shares 2,428 Est. Cost $5.77 Unrealized
TWITTER INC COM 0.0%
Value ($000) $24 Shares 621 Est. Cost $57.47 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $23 Shares 148 Est. Cost $133.05 Unrealized +7.8%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $23 Shares 67 Est. Cost $513.28 Unrealized -33.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $23 Shares 522 Est. Cost $41.60 Unrealized -1.7%
TRUP TRUPANION INC COM 0.0%
Value ($000) $23 Shares 257 Est. Cost $91.98 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $22 Shares 412 Est. Cost $53.40 Unrealized
BL BLACKLINE INC COM 0.0%
Value ($000) $22 Shares 304 Est. Cost $111.58 Unrealized -27.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $22 Shares 186 Est. Cost $112.18 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $21 Shares 329 Est. Cost $64.77 Unrealized -3.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $20 Shares 195 Est. Cost $79.66 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 131 Est. Cost $137.40 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $20 Shares 590 Est. Cost $25.54 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $19 Shares 112 Est. Cost $146.06 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $19 Shares 75 Est. Cost $266.51 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $19 Shares 432 Est. Cost $39.89 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $18 Shares 252 Est. Cost $58.80 Unrealized +2.2%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $18 Shares 380 Est. Cost $47.37 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $18 Shares 206 Est. Cost $69.68 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 244 Est. Cost $65.20 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $17 Shares 40 Est. Cost $93.88 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 545 Est. Cost $20.55 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $16 Shares 91 Est. Cost $153.40 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $16 Shares 700 Est. Cost $17.40 Unrealized 0.0%
EEMA ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND 0.0%
Value ($000) $16 Shares 213 Est. Cost $75.12 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $16 Shares 90 Est. Cost $177.78 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $15 Shares 112 Est. Cost $111.09 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $15 Shares 45 Est. Cost $282.81 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $15 Shares 340 Est. Cost $44.12 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $15 Shares 118 Est. Cost $107.20 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $15 Shares 44 Est. Cost $318.52 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $14 Shares 137 Est. Cost $263.35 Unrealized -58.6%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $14 Shares 78 Est. Cost $145.74 Unrealized 0.0%
MLN VANECK LONG MUNI ETF 0.0%
Value ($000) $14 Shares 707 Est. Cost $21.45 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $14 Shares 229 Est. Cost $61.14 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $14 Shares 60 Est. Cost $200.71 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $14 Shares 144 Est. Cost $87.45 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $14 Shares 635 Est. Cost $20.30 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.95 Unrealized +18.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $13 Shares 136 Est. Cost $82.79 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $13 Shares 134 Est. Cost $79.21 Unrealized 0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $12 Shares 623 Est. Cost $17.16 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $12 Shares 570 Est. Cost $14.63 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $12 Shares 111 Est. Cost $89.19 Unrealized 0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $12 Shares 830 Est. Cost $38.88 Unrealized -59.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $12 Shares 27 Est. Cost $387.65 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $12 Shares 215 Est. Cost $39.99 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $12 Shares 77 Est. Cost $155.76 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $11 Shares 31 Est. Cost $316.24 Unrealized 0.0%
AVANGRID INC COM 0.0%
Value ($000) $11 Shares 240 Est. Cost $45.83 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $11 Shares 130 Est. Cost $66.91 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $63.43 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $11 Shares 96 Est. Cost $47.51 Unrealized 0.0%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $49.85 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $10 Shares 130 Est. Cost $69.23 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $10 Shares 141 Est. Cost $62.20 Unrealized -13.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $10 Shares 283 Est. Cost $35.34 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $58.78 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $10 Shares 212 Est. Cost $38.65 Unrealized 0.0%
TRU TRANSUNION COM 0.0%
Value ($000) $10 Shares 95 Est. Cost $99.30 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $93.23 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $9 Shares 129 Est. Cost $69.77 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $122.75 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $9 Shares 240 Est. Cost $31.03 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $9 Shares 102 Est. Cost $85.95 Unrealized 0.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $8 Shares 20 Est. Cost $400.00 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $439.16 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $8 Shares 194 Est. Cost $56.16 Unrealized -16.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $116.11 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $132.88 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $7 Shares 163 Est. Cost $43.32 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $118.71 Unrealized +14.5%
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $114.98 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $182.85 Unrealized 0.0%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $6 Shares 232 Est. Cost $27.11 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $55.05 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $33.73 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $71.43 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $300.00 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $54.05 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $69.55 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $5 Shares 172 Est. Cost $24.87 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $5 Shares 60 Est. Cost $76.88 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $74.52 Unrealized +3.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $114.46 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $5 Shares 317 Est. Cost $15.77 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 Shares 48 Est. Cost $74.29 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $5 Shares 30 Est. Cost $182.23 Unrealized 0.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $4 Shares 26 Est. Cost $153.85 Unrealized
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $4 Shares 313 Est. Cost $12.78 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $174.10 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $230.57 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $41.76 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $107.62 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $142.52 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $14.55 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $136.67 Unrealized -2.1%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $68.41 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $241.03 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $29.85 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $77.88 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 104 Est. Cost $13.07 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.84 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $33.29 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $86.10 Unrealized +38.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.03 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $92.00 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $48.74 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $122.58 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.56 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $157.13 Unrealized 0.0%
APA APA CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.86 Unrealized 0.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.49 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.23 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.93 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $112.10 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.23 Unrealized +17.1%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $30.32 Unrealized 0.0%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $97.37 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.32 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.42 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.38 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.23 Unrealized +39.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.04 Unrealized 0.0%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 Shares 1 Est. Cost $602.81 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $53.57 Unrealized 0.0%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.65 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.04 Unrealized -6.9%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.41 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.07 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.80 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $266.57 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $179.51 Unrealized +18.9%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $112.16 Unrealized 0.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $67.80 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $363.01 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.41 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.33 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.02 Unrealized 0.0%
HYD VanEck Muni ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.82 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $534.00 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $170.35 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $203.29 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.42 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 6 Est. Cost $89.56 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $30.07 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $526.03 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 19 Est. Cost $37.88 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.39 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $27.68 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.92 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $19.29 Unrealized -11.9%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $253.80 Unrealized +23.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $56.83 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $58.02 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $50.63 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.90 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $52.02 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $237.33 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.51 Unrealized 0.0%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.34 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.91 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $61.02 Unrealized 0.0%
ARCONIC CORPORATION COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.64 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $69.63 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.45 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 31 Est. Cost $20.43 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.55 Unrealized 0.0%
M MACYS INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.63 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.13 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.27 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.81 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $48.83 Unrealized -11.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $337.77 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $1 Shares 1 Est. Cost $673.16 Unrealized -12.8%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $218.34 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $28.33 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $250.60 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.81 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.49 Unrealized 0.0%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.33 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.59 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.19 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $19.36 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $229.05 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $14.19 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.70 Unrealized +22.6%
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.59 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.27 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $378.22 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.34 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.60 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.39 Unrealized 0.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.91 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $24.69 Unrealized 0.0%
NOV NOV INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.51 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $19.34 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.81 Unrealized 0.0%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.45 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.45 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $268.94 Unrealized -19.7%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $185.60 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.10 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.53 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $125.08 Unrealized 0.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.94 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.41 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $216.20 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.47 Unrealized 0.0%
DVA DAVITA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.27 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.92 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.48 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $135.31 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.55 Unrealized 0.0%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $115.35 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.82 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.22 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.37 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.33 Unrealized 0.0%
L LOEWS CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.47 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $62.72 Unrealized -14.7%
EXC EXELON CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.83 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.96 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.12 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.74 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.50 Unrealized -17.4%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.29 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $328.71 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $402.21 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.32 Unrealized 0.0%
HYLB X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $192.20 Unrealized 0.0%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.01 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.77 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.48 Unrealized 0.0%
ABIOMED INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.64 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.30 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $92.38 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.07 Unrealized 0.0%
PVH PVH CORPORATION COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.90 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.65 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $84.95 Unrealized 0.0%
WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.43 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.57 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.72 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $98.21 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $68.96 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.20 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $121.57 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $120.97 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.65 Unrealized 0.0%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CERNER CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.55 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.88 Unrealized 0.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.90 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $376.42 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $449.60 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $54.03 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.94 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $203.67 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $159.98 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.88 Unrealized 0.0%
DISCOVERY INC COM SER C 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.97 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.10 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $209.87 Unrealized 0.0%
DUKE REALTY CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.00 Unrealized 0.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.58 Unrealized 0.0%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.15 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $289.54 Unrealized 0.0%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.92 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $301.16 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.50 Unrealized 0.0%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.57 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.65 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.99 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.16 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $233.64 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.56 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $459.42 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $142.42 Unrealized 0.0%
FOX FOX CORP CL B COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.20 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.95 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.26 Unrealized 0.0%
SNEX STONEX GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.29 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.27 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $127.37 Unrealized 0.0%
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 14 Est. Cost $26.93 Unrealized +6.0%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.05 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.92 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $200.76 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.87 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.34 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.18 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.55 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.05 Unrealized 0.0%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.75 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $486.73 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.05 Unrealized 0.0%
TXT TEXTRON INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.91 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $130.90 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.49 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.63 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $106.87 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.97 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $252.93 Unrealized 0.0%