BAKER TILLY WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001840565 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 20, 2022

Total Value ($000): $733,856 (100.0% shares, 0.0% debt)

Holdings (508)

SNOW SNOWFLAKE INC 4.4%
Value ($000) $32,077 Shares 188,734 Est. Cost $284.41 Unrealized -41.8%
TDY TELEDYNE TECHNOLOGIES INC 4.1%
Value ($000) $30,245 Shares 89,623 Est. Cost $425.39 Unrealized -10.3%
SPYG SPDR SER TR 3.2%
Value ($000) $23,744 Shares 473,939 Est. Cost $56.17 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $21,487 Shares 92,258 Est. Cost $232.47 Unrealized +10.5%
AAPL APPLE INC 2.7%
Value ($000) $19,947 Shares 144,335 Est. Cost $123.01 Unrealized +25.4%
AMZN AMAZON COM INC 2.6%
Value ($000) $19,026 Shares 168,372 Est. Cost $126.74 Unrealized -0.3%
JPST J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $14,925 Shares 297,540 Est. Cost $50.47 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $11,356 Shares 31,793 Est. Cost $391.88 Unrealized
V VISA INC 1.4%
Value ($000) $10,499 Shares 59,101 Est. Cost $208.37 Unrealized -4.8%
GOOG ALPHABET INC 1.2%
Value ($000) $9,135 Shares 95,009 Est. Cost $110.64 Unrealized +0.2%
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $8,624 Shares 26,267 Est. Cost $425.12 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $7,735 Shares 80,868 Est. Cost $109.86 Unrealized +0.2%
META META PLATFORMS INC 0.9%
Value ($000) $6,831 Shares 50,345 Est. Cost $272.93 Unrealized -41.0%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $6,248 Shares 21,973 Est. Cost $339.71 Unrealized -4.3%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $6,171 Shares 12,218 Est. Cost $347.53 Unrealized +42.5%
ADSK AUTODESK INC 0.8%
Value ($000) $6,131 Shares 32,823 Est. Cost $260.83 Unrealized -22.5%
IVV ISHARES TR 0.8%
Value ($000) $5,964 Shares 16,629 Est. Cost $386.07 Unrealized
CRM SALESFORCE INC 0.8%
Value ($000) $5,706 Shares 39,667 Est. Cost $228.28 Unrealized -26.6%
NFLX NETFLIX INC 0.8%
Value ($000) $5,667 Shares 24,071 Est. Cost $36.82 Unrealized -39.7%
IJH ISHARES TR 0.8%
Value ($000) $5,649 Shares 25,764 Est. Cost $278.86 Unrealized
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $5,633 Shares 140,062 Est. Cost $34.35 Unrealized +14.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $5,620 Shares 34,400 Est. Cost $135.47 Unrealized +12.9%
TSLA TESLA INC 0.7%
Value ($000) $5,495 Shares 20,715 Est. Cost $266.30 Unrealized +4.9%
USFR WISDOMTREE TR 0.7%
Value ($000) $5,479 Shares 108,972 Est. Cost $50.33 Unrealized
RODM lATTICE STRATEGIES TR 0.7%
Value ($000) $5,200 Shares 239,213 Est. Cost $29.27 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $5,184 Shares 18,839 Est. Cost $491.20 Unrealized -23.0%
ORCL ORACLE CORP 0.7%
Value ($000) $4,996 Shares 81,813 Est. Cost $69.16 Unrealized +1.4%
DIS DISNEY WALT CO 0.7%
Value ($000) $4,912 Shares 52,074 Est. Cost $146.51 Unrealized -28.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $4,696 Shares 57,368 Est. Cost $71.67 Unrealized +17.0%
SPYM SPDR SER TR 0.6%
Value ($000) $4,654 Shares 110,841 Est. Cost $48.33 Unrealized
BAC BK OF AMERICA CORP 0.6%
Value ($000) $4,344 Shares 143,841 Est. Cost $32.08 Unrealized -4.6%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $4,330 Shares 16,829 Est. Cost $251.26 Unrealized +9.3%
PFE PFIZER INC 0.6%
Value ($000) $4,229 Shares 96,640 Est. Cost $31.20 Unrealized +29.5%
SPYD SPDR SER TR 0.6%
Value ($000) $4,212 Shares 118,755 Est. Cost $35.47 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,073 Shares 32,260 Est. Cost $122.46 Unrealized +6.6%
MRK MERCK & CO INC 0.6%
Value ($000) $4,046 Shares 46,983 Est. Cost $67.93 Unrealized +18.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,045 Shares 35,800 Est. Cost $128.54 Unrealized -1.2%
KO COCA COLA CO 0.5%
Value ($000) $4,021 Shares 71,772 Est. Cost $46.81 Unrealized +19.8%
GLD SPDR GOLD TR 0.5%
Value ($000) $3,927 Shares 25,392 Est. Cost $171.38 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $3,887 Shares 97,183 Est. Cost $42.03 Unrealized -4.7%
ESGU ISHARES TR 0.5%
Value ($000) $3,837 Shares 48,321 Est. Cost $91.63 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,777 Shares 13,686 Est. Cost $271.46 Unrealized -0.3%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $3,656 Shares 16,407 Est. Cost $225.02 Unrealized +4.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $3,631 Shares 43,091 Est. Cost $91.57 Unrealized -14.4%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $3,608 Shares 22,517 Est. Cost $122.64 Unrealized +27.6%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,566 Shares 41,436 Est. Cost $173.24 Unrealized -48.9%
ABT ABBOTT LABS 0.5%
Value ($000) $3,524 Shares 36,424 Est. Cost $105.92 Unrealized -5.6%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,396 Shares 27,976 Est. Cost $20.40 Unrealized -22.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $3,375 Shares 12,638 Est. Cost $238.70 Unrealized +19.2%
PEP PEPSICO INC 0.5%
Value ($000) $3,371 Shares 20,651 Est. Cost $127.11 Unrealized +21.5%
OEF ISHARES TR 0.5%
Value ($000) $3,358 Shares 20,665 Est. Cost $171.65 Unrealized
NVO NOVO-NORDISK A S 0.4%
Value ($000) $3,198 Shares 32,096 Est. Cost $77.99 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,030 Shares 79,802 Est. Cost $42.38 Unrealized -15.6%
ENB ENBRIDGE INC 0.4%
Value ($000) $3,015 Shares 81,254 Est. Cost $28.20 Unrealized +19.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $3,009 Shares 7,492 Est. Cost $401.63 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $2,935 Shares 19,793 Est. Cost $167.89 Unrealized -3.8%
GOVT ISHARES TR 0.4%
Value ($000) $2,889 Shares 126,923 Est. Cost $26.06 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,830 Shares 27,079 Est. Cost $113.16 Unrealized -6.7%
LGLV SPDR SER TR 0.4%
Value ($000) $2,791 Shares 22,619 Est. Cost $120.91 Unrealized
BIL SPDR SER TR 0.4%
Value ($000) $2,773 Shares 30,271 Est. Cost $91.61 Unrealized
NKE NIKE INC 0.4%
Value ($000) $2,728 Shares 32,817 Est. Cost $130.48 Unrealized -22.2%
ABNB AIRBNB INC 0.4%
Value ($000) $2,727 Shares 25,962 Est. Cost $157.40 Unrealized -29.6%
WMB WILLIAMS COS INC 0.4%
Value ($000) $2,637 Shares 92,089 Est. Cost $21.62 Unrealized +29.0%
BA BOEING CO 0.4%
Value ($000) $2,634 Shares 21,754 Est. Cost $200.41 Unrealized -23.5%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $2,571 Shares 8,879 Est. Cost $206.81 Unrealized +39.1%
LINDE PLC 0.3%
Value ($000) $2,560 Shares 9,495 Est. Cost $290.88 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $2,518 Shares 28,952 Est. Cost $44.66 Unrealized +3.2%
USB US BANCORP DEL 0.3%
Value ($000) $2,483 Shares 61,583 Est. Cost $41.66 Unrealized -5.8%
NOW SERVICENOW INC 0.3%
Value ($000) $2,420 Shares 6,410 Est. Cost $108.42 Unrealized -16.9%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $2,399 Shares 81,786 Est. Cost $43.68 Unrealized -22.9%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $2,365 Shares 3,433 Est. Cost $573.33 Unrealized +9.2%
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,332 Shares 46,370 Est. Cost $50.29 Unrealized
SGOV ISHARES TR 0.3%
Value ($000) $2,169 Shares 21,631 Est. Cost $100.27 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $2,160 Shares 51,840 Est. Cost $54.00 Unrealized -19.1%
ILMN ILLUMINA INC 0.3%
Value ($000) $2,080 Shares 10,903 Est. Cost $358.87 Unrealized -44.9%
IT GARTNER INC 0.3%
Value ($000) $2,078 Shares 7,510 Est. Cost $194.26 Unrealized +44.3%
KNG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,023 Shares 44,370 Est. Cost $53.95 Unrealized
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $2,003 Shares 5,006 Est. Cost $331.98 Unrealized +23.3%
WMT WALMART INC 0.3%
Value ($000) $2,002 Shares 15,432 Est. Cost $44.66 Unrealized -6.0%
GLDM WORLD GOLD TR 0.3%
Value ($000) $2,001 Shares 60,680 Est. Cost $35.88 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $1,972 Shares 20,547 Est. Cost $95.98 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $1,971 Shares 25,933 Est. Cost $87.56 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $1,968 Shares 21,557 Est. Cost $93.42 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,943 Shares 14,478 Est. Cost $82.21 Unrealized +54.6%
BROOKFIELD ASSET MGMT INC 0.3%
Value ($000) $1,930 Shares 47,208 Est. Cost $47.22 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,898 Shares 23,502 Est. Cost $97.43 Unrealized -17.1%
VMC VULCAN MATLS CO 0.3%
Value ($000) $1,888 Shares 11,972 Est. Cost $168.48 Unrealized -6.1%
MET METLIFE INC 0.3%
Value ($000) $1,874 Shares 30,828 Est. Cost $53.11 Unrealized +8.5%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,870 Shares 11,578 Est. Cost $149.49 Unrealized +7.4%
SDY SPDR SER TR 0.2%
Value ($000) $1,813 Shares 16,256 Est. Cost $119.33 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,797 Shares 32,775 Est. Cost $53.92 Unrealized +5.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,701 Shares 11,386 Est. Cost $138.69 Unrealized +2.4%
UBSI UNITED BANKSHARES INC WEST V 0.2%
Value ($000) $1,689 Shares 47,240 Est. Cost $38.94 Unrealized -4.3%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,686 Shares 40,142 Est. Cost $44.20 Unrealized
SRE SEMPRA 0.2%
Value ($000) $1,628 Shares 10,855 Est. Cost $58.08 Unrealized +24.8%
RYAN RYAN SPECIALTY HOLDINGS INC 0.2%
Value ($000) $1,627 Shares 40,059 Est. Cost $31.53 Unrealized +33.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,593 Shares 7,508 Est. Cost $149.30 Unrealized +41.2%
LOW LOWES COS INC 0.2%
Value ($000) $1,588 Shares 8,458 Est. Cost $160.52 Unrealized +13.6%
SLYG SPDR SER TR 0.2%
Value ($000) $1,579 Shares 23,179 Est. Cost $84.12 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,519 Shares 6,584 Est. Cost $203.30 Unrealized +16.2%
AVGO BROADCOM INC 0.2%
Value ($000) $1,518 Shares 3,419 Est. Cost $41.63 Unrealized +15.5%
UNP UNION PAC CORP 0.2%
Value ($000) $1,493 Shares 7,664 Est. Cost $201.89 Unrealized +1.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,490 Shares 10,368 Est. Cost $71.54 Unrealized +85.6%
STIP ISHARES TR 0.2%
Value ($000) $1,488 Shares 15,481 Est. Cost $105.38 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $1,477 Shares 16,813 Est. Cost $87.85 Unrealized
USDU WISDOMTREE TR 0.2%
Value ($000) $1,461 Shares 49,053 Est. Cost $29.78 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,460 Shares 15,313 Est. Cost $63.20 Unrealized +38.7%
BX BLACKSTONE INC 0.2%
Value ($000) $1,447 Shares 17,282 Est. Cost $76.77 Unrealized +13.7%
DE DEERE & CO 0.2%
Value ($000) $1,445 Shares 4,328 Est. Cost $313.78 Unrealized +4.1%
HEI/A HEICO CORP NEW 0.2%
Value ($000) $1,444 Shares 12,598 Est. Cost $114.91 Unrealized +4.4%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,424 Shares 3,028 Est. Cost $317.64 Unrealized +41.9%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $1,422 Shares 55,105 Est. Cost $28.88 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $1,421 Shares 30,570 Est. Cost $50.83 Unrealized +1.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,390 Shares 16,745 Est. Cost $65.85 Unrealized +22.9%
EIX EDISON INTL 0.2%
Value ($000) $1,380 Shares 24,383 Est. Cost $49.39 Unrealized +14.8%
EFG ISHARES TR 0.2%
Value ($000) $1,380 Shares 19,025 Est. Cost $99.57 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,370 Shares 6,080 Est. Cost $199.38 Unrealized +9.3%
SHY ISHARES TR 0.2%
Value ($000) $1,340 Shares 16,496 Est. Cost $85.27 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $1,323 Shares 34,318 Est. Cost $43.08 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,323 Shares 8,634 Est. Cost $141.45 Unrealized +7.6%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,319 Shares 27,781 Est. Cost $44.99 Unrealized +8.1%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $1,277 Shares 17,911 Est. Cost $81.23 Unrealized -4.7%
SPYV SPDR SER TR 0.2%
Value ($000) $1,243 Shares 36,025 Est. Cost $38.48 Unrealized
CPRT COPART INC 0.2%
Value ($000) $1,242 Shares 11,669 Est. Cost $31.28 Unrealized -4.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,233 Shares 17,345 Est. Cost $51.78 Unrealized +20.3%
DGRO ISHARES TR 0.2%
Value ($000) $1,232 Shares 27,695 Est. Cost $46.43 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,231 Shares 12,030 Est. Cost $45.71 Unrealized +92.9%
PPG PPG INDS INC 0.2%
Value ($000) $1,227 Shares 11,084 Est. Cost $136.35 Unrealized -15.7%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,218 Shares 41,145 Est. Cost $31.60 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $1,202 Shares 2,995 Est. Cost $362.05 Unrealized +11.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,195 Shares 13,682 Est. Cost $32.10 Unrealized +153.5%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,192 Shares 1,695 Est. Cost $37.35 Unrealized +24.9%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $1,191 Shares 16,672 Est. Cost $83.09 Unrealized -0.3%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,191 Shares 20,417 Est. Cost $61.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,179 Shares 9,927 Est. Cost $98.66 Unrealized +17.2%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,159 Shares 6,460 Est. Cost $184.84 Unrealized
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $1,159 Shares 27,443 Est. Cost $51.21 Unrealized -23.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,155 Shares 5,381 Est. Cost $212.37 Unrealized +7.7%
XNTK SPDR SER TR 0.2%
Value ($000) $1,155 Shares 12,275 Est. Cost $142.65 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $1,150 Shares 11,973 Est. Cost $100.02 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,142 Shares 12,275 Est. Cost $80.11 Unrealized +17.4%
WRB BERKLEY W R CORP 0.2%
Value ($000) $1,133 Shares 17,543 Est. Cost $31.49 Unrealized +27.0%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $1,131 Shares 12,809 Est. Cost $96.52 Unrealized -0.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,117 Shares 2,891 Est. Cost $345.65 Unrealized +10.2%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,116 Shares 4,794 Est. Cost $243.27 Unrealized -6.9%
FOXF FOX FACTORY HLDG CORP 0.2%
Value ($000) $1,116 Shares 14,117 Est. Cost $107.13 Unrealized -13.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,099 Shares 2,327 Est. Cost $404.00 Unrealized +23.3%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,079 Shares 3,889 Est. Cost $195.23 Unrealized +35.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,057 Shares 13,212 Est. Cost $178.62 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $1,042 Shares 27,038 Est. Cost $50.87 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,038 Shares 37,988 Est. Cost $31.01 Unrealized -10.1%
SHYG ISHARES TR 0.1%
Value ($000) $1,035 Shares 25,919 Est. Cost $44.75 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $1,033 Shares 10,722 Est. Cost $85.40 Unrealized +15.6%
BILL BILL COM HLDGS INC 0.1%
Value ($000) $1,029 Shares 7,770 Est. Cost $127.00 Unrealized +13.1%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,027 Shares 8,062 Est. Cost $117.16 Unrealized +16.1%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $1,023 Shares 8,481 Est. Cost $127.38 Unrealized -1.8%
MKL MARKEL CORP 0.1%
Value ($000) $1,020 Shares 941 Est. Cost $1201.75 Unrealized +1.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,016 Shares 3,143 Est. Cost $143.96 Unrealized +114.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,016 Shares 4,424 Est. Cost $212.96 Unrealized +7.8%
UNILEVER PLC 0.1%
Value ($000) $1,015 Shares 23,148 Est. Cost $57.27 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,010 Shares 3,910 Est. Cost $207.09 Unrealized +16.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,006 Shares 14,563 Est. Cost $62.98 Unrealized +8.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,002 Shares 12,784 Est. Cost $69.02 Unrealized +11.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $992 Shares 13,555 Est. Cost $78.67 Unrealized -1.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $983 Shares 1,873 Est. Cost $507.04 Unrealized -0.8%
SPSC SPS COMM INC 0.1%
Value ($000) $982 Shares 7,901 Est. Cost $111.47 Unrealized +8.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $982 Shares 3,674 Est. Cost $370.36 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $975 Shares 12,733 Est. Cost $52.08 Unrealized +30.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $973 Shares 9,147 Est. Cost $105.79 Unrealized +2.8%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $970 Shares 21,415 Est. Cost $50.53 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $962 Shares 12,910 Est. Cost $77.72 Unrealized -4.8%
DOCU DOCUSIGN INC 0.1%
Value ($000) $962 Shares 17,996 Est. Cost $144.15 Unrealized -56.5%
HORIZON THERAPEUTICS PUB L 0.1%
Value ($000) $957 Shares 15,460 Est. Cost $91.47 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $950 Shares 4,514 Est. Cost $247.84 Unrealized
CSGP COSTAR GROUP INC 0.1%
Value ($000) $925 Shares 13,281 Est. Cost $79.52 Unrealized -12.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $924 Shares 14,649 Est. Cost $55.71 Unrealized +8.2%
PIONEER NAT RES CO 0.1%
Value ($000) $921 Shares 4,252 Est. Cost $176.11 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $915 Shares 11,434 Est. Cost $81.54 Unrealized -2.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $911 Shares 9,170 Est. Cost $53.90 Unrealized +61.2%
DEO DIAGEO PLC 0.1%
Value ($000) $907 Shares 5,339 Est. Cost $179.33 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $901 Shares 2,506 Est. Cost $427.71 Unrealized -6.9%
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $901 Shares 12,549 Est. Cost $86.34 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $899 Shares 3,652 Est. Cost $344.93 Unrealized -12.5%
IGF ISHARES TR 0.1%
Value ($000) $898 Shares 21,461 Est. Cost $44.71 Unrealized
SEIC SEI INVTS CO 0.1%
Value ($000) $897 Shares 18,289 Est. Cost $55.87 Unrealized -6.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $892 Shares 3,944 Est. Cost $167.15 Unrealized +31.1%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $886 Shares 9,440 Est. Cost $113.62 Unrealized -12.8%
IWV ISHARES TR 0.1%
Value ($000) $883 Shares 4,267 Est. Cost $224.56 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $883 Shares 14,473 Est. Cost $69.01 Unrealized -12.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $882 Shares 5,280 Est. Cost $174.58 Unrealized -7.1%
ICLR ICON PLC 0.1%
Value ($000) $880 Shares 4,788 Est. Cost $220.24 Unrealized -1.2%
TILL LISTED FD TR 0.1%
Value ($000) $868 Shares 24,648 Est. Cost $35.22 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $862 Shares 2,220 Est. Cost $90.67 Unrealized +9.3%
MS MORGAN STANLEY 0.1%
Value ($000) $862 Shares 10,908 Est. Cost $63.36 Unrealized +18.8%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $846 Shares 21,718 Est. Cost $44.82 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $843 Shares 14,588 Est. Cost $59.20 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $835 Shares 23,247 Est. Cost $25.94 Unrealized +28.8%
FMC FMC CORP 0.1%
Value ($000) $824 Shares 7,793 Est. Cost $92.01 Unrealized +3.1%
BIIB BIOGEN INC 0.1%
Value ($000) $822 Shares 3,078 Est. Cost $247.72 Unrealized -14.3%
CANADIAN PAC RY LTD 0.1%
Value ($000) $819 Shares 12,273 Est. Cost $97.18 Unrealized
MORN MORNINGSTAR INC 0.1%
Value ($000) $816 Shares 3,843 Est. Cost $216.35 Unrealized +9.9%
ECL ECOLAB INC 0.1%
Value ($000) $796 Shares 5,509 Est. Cost $203.94 Unrealized -23.5%
FE FIRSTENERGY CORP 0.1%
Value ($000) $793 Shares 21,444 Est. Cost $30.37 Unrealized +13.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $788 Shares 4,814 Est. Cost $80.14 Unrealized +8.1%
SHOP SHOPIFY INC 0.1%
Value ($000) $788 Shares 29,238 Est. Cost $44.93 Unrealized -24.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $782 Shares 10,877 Est. Cost $57.11 Unrealized +15.9%
ALC ALCON AG 0.1%
Value ($000) $780 Shares 13,409 Est. Cost $69.19 Unrealized -0.7%
SAP SAP SE 0.1%
Value ($000) $776 Shares 9,552 Est. Cost $90.68 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $775 Shares 9,296 Est. Cost $46.25 Unrealized +66.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $774 Shares 5,738 Est. Cost $122.35 Unrealized +18.5%
CTVA CORTEVA INC 0.1%
Value ($000) $773 Shares 13,524 Est. Cost $42.12 Unrealized +33.4%
KKR KKR & CO INC 0.1%
Value ($000) $772 Shares 17,952 Est. Cost $52.79 Unrealized -6.9%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $763 Shares 29,637 Est. Cost $32.63 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $753 Shares 26,767 Est. Cost $33.22 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $752 Shares 12,912 Est. Cost $48.96 Unrealized +17.0%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $748 Shares 2,322 Est. Cost $320.09 Unrealized +3.6%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $746 Shares 5,483 Est. Cost $100.65 Unrealized +33.0%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $737 Shares 26,136 Est. Cost $32.73 Unrealized -8.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $737 Shares 11,534 Est. Cost $14.29 Unrealized +5.8%
QLYS QUALYS INC 0.1%
Value ($000) $728 Shares 5,225 Est. Cost $108.28 Unrealized +30.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $726 Shares 4,690 Est. Cost $153.48 Unrealized -1.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $726 Shares 6,795 Est. Cost $56.44 Unrealized +76.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $724 Shares 8,840 Est. Cost $87.11 Unrealized +7.3%
TE CONNECTIVITY LTD 0.1%
Value ($000) $711 Shares 6,443 Est. Cost $135.03 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $704 Shares 3,439 Est. Cost $250.03 Unrealized
IHAK ISHARES TR 0.1%
Value ($000) $703 Shares 20,711 Est. Cost $38.95 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $703 Shares 1,449 Est. Cost $407.72 Unrealized +15.1%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $703 Shares 7,113 Est. Cost $79.12 Unrealized +21.6%
INTC INTEL CORP 0.1%
Value ($000) $701 Shares 27,202 Est. Cost $43.62 Unrealized -25.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $691 Shares 3,684 Est. Cost $316.58 Unrealized -32.2%
WDAY WORKDAY INC 0.1%
Value ($000) $687 Shares 4,513 Est. Cost $241.64 Unrealized -35.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $685 Shares 2,406 Est. Cost $276.15 Unrealized +11.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $681 Shares 4,150 Est. Cost $168.14 Unrealized +2.4%
T AT&T INC 0.1%
Value ($000) $678 Shares 44,168 Est. Cost $15.48 Unrealized -2.6%
BARRICK GOLD CORP 0.1%
Value ($000) $674 Shares 43,514 Est. Cost $20.48 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $669 Shares 10,068 Est. Cost $78.90 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $655 Shares 2,748 Est. Cost $183.84 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $653 Shares 1,573 Est. Cost $613.09 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $653 Shares 9,679 Est. Cost $68.47 Unrealized +15.8%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $649 Shares 2,574 Est. Cost $208.48 Unrealized +20.3%
TGT TARGET CORP 0.1%
Value ($000) $649 Shares 4,376 Est. Cost $144.87 Unrealized -1.3%
IUSB ISHARES TR 0.1%
Value ($000) $643 Shares 14,453 Est. Cost $52.12 Unrealized
AAON AAON INC 0.1%
Value ($000) $642 Shares 11,922 Est. Cost $42.47 Unrealized -10.7%
MMM 3M CO 0.1%
Value ($000) $634 Shares 5,739 Est. Cost $121.28 Unrealized -20.5%
PCG PG&E CORP 0.1%
Value ($000) $634 Shares 50,721 Est. Cost $10.47 Unrealized +10.5%
SONY SONY GROUP CORPORATION 0.1%
Value ($000) $631 Shares 9,847 Est. Cost $91.78 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $627 Shares 6,898 Est. Cost $110.07 Unrealized -5.6%
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $626 Shares 6,644 Est. Cost $65.82 Unrealized +23.3%
CNC CENTENE CORP DEL 0.1%
Value ($000) $625 Shares 8,034 Est. Cost $66.44 Unrealized +34.5%
XYZ BLOCK INC 0.1%
Value ($000) $624 Shares 11,346 Est. Cost $129.01 Unrealized -45.1%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $623 Shares 3,009 Est. Cost $515.04 Unrealized -50.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $617 Shares 10,735 Est. Cost $71.97 Unrealized -14.0%
GLW CORNING INC 0.1%
Value ($000) $614 Shares 21,161 Est. Cost $34.48 Unrealized -10.8%
EQT EQT CORP 0.1%
Value ($000) $612 Shares 15,022 Est. Cost $26.07 Unrealized +58.1%
SPMB SPDR SER TR 0.1%
Value ($000) $609 Shares 28,410 Est. Cost $25.73 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $606 Shares 6,951 Est. Cost $99.09 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $606 Shares 6,574 Est. Cost $108.19 Unrealized -7.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $603 Shares 18,787 Est. Cost $40.60 Unrealized -12.7%
ANSYS INC 0.1%
Value ($000) $601 Shares 2,712 Est. Cost $341.98 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $591 Shares 9,543 Est. Cost $68.19 Unrealized -7.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $580 Shares 2,394 Est. Cost $272.57 Unrealized -5.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $580 Shares 4,919 Est. Cost $59.85 Unrealized +11.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $569 Shares 14,086 Est. Cost $28.89 Unrealized +14.4%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $566 Shares 18,228 Est. Cost $41.76 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $566 Shares 17,035 Est. Cost $34.34 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $563 Shares 14,913 Est. Cost $122.73 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $563 Shares 9,301 Est. Cost $56.80 Unrealized +8.3%
NCNO NCINO INC 0.1%
Value ($000) $563 Shares 16,514 Est. Cost $34.78 Unrealized -3.1%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $563 Shares 21,557 Est. Cost $15.23 Unrealized +62.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $554 Shares 14,400 Est. Cost $391.88 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $553 Shares 5,205 Est. Cost $94.54 Unrealized +7.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $552 Shares 1,806 Est. Cost $282.15 Unrealized +20.0%
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value ($000) $550 Shares 13,515 Est. Cost $59.49 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $548 Shares 1,662 Est. Cost $393.30 Unrealized -14.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $547 Shares 2,279 Est. Cost $200.98 Unrealized +15.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $540 Shares 3,735 Est. Cost $130.85 Unrealized +8.9%
SPSB SPDR SER TR 0.1%
Value ($000) $536 Shares 18,344 Est. Cost $30.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $533 Shares 1,051 Est. Cost $520.04 Unrealized +6.6%
FOXA FOX CORP 0.1%
Value ($000) $533 Shares 17,362 Est. Cost $28.69 Unrealized +12.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $532 Shares 3,379 Est. Cost $146.30 Unrealized +9.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $530 Shares 4,063 Est. Cost $167.11 Unrealized -8.5%
SUI SUN CMNTYS INC 0.1%
Value ($000) $527 Shares 3,891 Est. Cost $163.81 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $525 Shares 14,626 Est. Cost $35.89 Unrealized
RVLV REVOLVE GROUP INC 0.1%
Value ($000) $520 Shares 23,958 Est. Cost $26.31 Unrealized 0.0%
PFF ISHARES TR 0.1%
Value ($000) $518 Shares 16,368 Est. Cost $38.44 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $514 Shares 7,783 Est. Cost $119.69 Unrealized -23.7%
WSO WATSCO INC 0.1%
Value ($000) $509 Shares 1,977 Est. Cost $254.68 Unrealized +6.4%
MAS MASCO CORP 0.1%
Value ($000) $508 Shares 10,876 Est. Cost $53.28 Unrealized -8.3%
BL BLACKLINE INC 0.1%
Value ($000) $505 Shares 8,435 Est. Cost $113.54 Unrealized -40.9%
FAST FASTENAL CO 0.1%
Value ($000) $502 Shares 10,912 Est. Cost $23.82 Unrealized -2.6%
AES AES CORP 0.1%
Value ($000) $502 Shares 22,227 Est. Cost $19.18 Unrealized +7.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $500 Shares 8,896 Est. Cost $50.91 Unrealized +12.6%
SHEL SHELL PLC 0.1%
Value ($000) $496 Shares 9,966 Est. Cost $52.25 Unrealized
POOL POOL CORP 0.1%
Value ($000) $495 Shares 1,557 Est. Cost $374.67 Unrealized -9.0%
DUCK CREEK TECHNOLOGIES INC 0.1%
Value ($000) $491 Shares 41,398 Est. Cost $28.98 Unrealized
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $486 Shares 2,413 Est. Cost $313.24 Unrealized -25.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $486 Shares 5,429 Est. Cost $78.88 Unrealized +15.0%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $478 Shares 30,481 Est. Cost $17.54 Unrealized +0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $477 Shares 1,050 Est. Cost $384.44 Unrealized +18.4%
ATHM AUTOHOME INC 0.1%
Value ($000) $474 Shares 16,464 Est. Cost $67.42 Unrealized
COOPER COS INC 0.1%
Value ($000) $473 Shares 1,794 Est. Cost $389.05 Unrealized
ENTG ENTEGRIS INC 0.1%
Value ($000) $472 Shares 5,688 Est. Cost $106.19 Unrealized -9.4%
IGSB ISHARES TR 0.1%
Value ($000) $471 Shares 9,558 Est. Cost $53.19 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $470 Shares 9,931 Est. Cost $56.32 Unrealized -14.7%
IDXX IDEXX LABS INC 0.1%
Value ($000) $469 Shares 1,441 Est. Cost $508.59 Unrealized -27.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $468 Shares 7,591 Est. Cost $53.54 Unrealized +4.2%
PSX PHILLIPS 66 0.1%
Value ($000) $467 Shares 5,786 Est. Cost $58.49 Unrealized +28.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $466 Shares 10,697 Est. Cost $45.29 Unrealized -11.2%
RMD RESMED INC 0.1%
Value ($000) $462 Shares 2,117 Est. Cost $204.28 Unrealized +8.0%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $461 Shares 6,064 Est. Cost $93.35 Unrealized -4.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $460 Shares 4,981 Est. Cost $76.84 Unrealized +15.5%
IEX IDEX CORP 0.1%
Value ($000) $459 Shares 2,295 Est. Cost $195.91 Unrealized -1.2%
THOMSON REUTERS CORP. 0.1%
Value ($000) $457 Shares 4,453 Est. Cost $93.41 Unrealized
AVALARA INC 0.1%
Value ($000) $453 Shares 4,930 Est. Cost $155.72 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $452 Shares 7,177 Est. Cost $74.04 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $451 Shares 7,051 Est. Cost $60.47 Unrealized +7.2%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $451 Shares 1,443 Est. Cost $52.04 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $449 Shares 3,490 Est. Cost $142.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $445 Shares 3,500 Est. Cost $150.48 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $441 Shares 6,671 Est. Cost $77.70 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $440 Shares 5,037 Est. Cost $92.32 Unrealized -5.5%
CRH PLC 0.1%
Value ($000) $440 Shares 13,640 Est. Cost $47.96 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $435 Shares 2,442 Est. Cost $274.25 Unrealized -16.4%
STORE CAP CORP 0.1%
Value ($000) $430 Shares 13,727 Est. Cost $33.75 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $430 Shares 8,391 Est. Cost $31.33 Unrealized +58.9%
SLYV SPDR SER TR 0.1%
Value ($000) $428 Shares 6,382 Est. Cost $69.49 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $427 Shares 1,176 Est. Cost $356.56 Unrealized +21.4%
CHANGE HEALTHCARE INC 0.1%
Value ($000) $427 Shares 15,537 Est. Cost $22.14 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $425 Shares 13,095 Est. Cost $34.46 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $425 Shares 4,046 Est. Cost $129.03 Unrealized -21.2%
VLUE ISHARES TR 0.1%
Value ($000) $423 Shares 5,163 Est. Cost $92.46 Unrealized
IDNA ISHARES TR 0.1%
Value ($000) $423 Shares 16,020 Est. Cost $45.92 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $420 Shares 13,603 Est. Cost $40.86 Unrealized -14.7%
BCE BCE INC 0.1%
Value ($000) $419 Shares 9,988 Est. Cost $36.01 Unrealized +4.5%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value ($000) $418 Shares 8,103 Est. Cost $81.25 Unrealized -23.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $418 Shares 1,370 Est. Cost $358.41 Unrealized -3.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $416 Shares 3,419 Est. Cost $140.39 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $409 Shares 7,589 Est. Cost $72.49 Unrealized -23.7%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $409 Shares 377 Est. Cost $1277.18 Unrealized -2.7%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $408 Shares 1,315 Est. Cost $390.97 Unrealized -7.5%
BLACK KNIGHT INC 0.1%
Value ($000) $407 Shares 6,283 Est. Cost $72.19 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $407 Shares 8,143 Est. Cost $50.29 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $405 Shares 1,545 Est. Cost $426.38 Unrealized -27.4%
ABG ASBURY AUTOMOTIVE GROUP INC 0.1%
Value ($000) $405 Shares 2,682 Est. Cost $186.41 Unrealized -8.6%
VRSN VERISIGN INC 0.1%
Value ($000) $404 Shares 2,324 Est. Cost $204.92 Unrealized -10.5%
AON AON PLC 0.1%
Value ($000) $403 Shares 1,504 Est. Cost $224.79 Unrealized +22.7%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $401 Shares 6,525 Est. Cost $60.69 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $400 Shares 4,031 Est. Cost $124.28 Unrealized -12.7%
DTD WISDOMTREE TR 0.1%
Value ($000) $400 Shares 7,366 Est. Cost $86.21 Unrealized
STE STERIS PLC 0.1%
Value ($000) $399 Shares 2,397 Est. Cost $192.73 Unrealized +2.3%
RPM RPM INTL INC 0.1%
Value ($000) $397 Shares 4,771 Est. Cost $86.64 Unrealized +2.5%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $397 Shares 3,896 Est. Cost $99.55 Unrealized +5.8%
DIOD DIODES INC 0.1%
Value ($000) $397 Shares 6,120 Est. Cost $76.20 Unrealized -5.1%
EELV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $396 Shares 18,844 Est. Cost $23.26 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $396 Shares 1,969 Est. Cost $182.12 Unrealized +8.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $393 Shares 3,246 Est. Cost $118.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $393 Shares 2,905 Est. Cost $171.68 Unrealized
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $393 Shares 5,241 Est. Cost $88.50 Unrealized -21.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $391 Shares 3,363 Est. Cost $89.69 Unrealized +22.5%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $390 Shares 2,289 Est. Cost $192.14 Unrealized -4.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $384 Shares 3,232 Est. Cost $144.04 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $381 Shares 1,239 Est. Cost $370.03 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $380 Shares 19,880 Est. Cost $25.48 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $374 Shares 4,177 Est. Cost $84.81 Unrealized +11.1%
OFLX OMEGA FLEX INC 0.1%
Value ($000) $372 Shares 4,014 Est. Cost $129.56 Unrealized -15.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $372 Shares 23,006 Est. Cost $17.64 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $372 Shares 5,647 Est. Cost $62.02 Unrealized +13.5%
BLACKROCK INC 0.1%
Value ($000) $368 Shares 668 Est. Cost $772.00 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $368 Shares 2,781 Est. Cost $90.39 Unrealized +30.3%
VICI VICI PPTYS INC 0.1%
Value ($000) $368 Shares 12,316 Est. Cost $24.17 Unrealized +13.3%
TRMB TRIMBLE INC 0.0%
Value ($000) $364 Shares 6,714 Est. Cost $65.65 Unrealized -3.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $363 Shares 1,342 Est. Cost $207.27 Unrealized +36.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $363 Shares 4,514 Est. Cost $74.27 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $360 Shares 6,224 Est. Cost $65.60 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $359 Shares 32,019 Est. Cost $9.44 Unrealized +15.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $357 Shares 1,027 Est. Cost $459.48 Unrealized -19.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $357 Shares 9,450 Est. Cost $75.01 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $356 Shares 4,435 Est. Cost $106.48 Unrealized -14.5%
MBB ISHARES TR 0.0%
Value ($000) $354 Shares 3,870 Est. Cost $102.77 Unrealized
CSX CSX CORP 0.0%
Value ($000) $353 Shares 13,238 Est. Cost $31.45 Unrealized -5.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $353 Shares 6,038 Est. Cost $64.24 Unrealized
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $352 Shares 10,578 Est. Cost $37.69 Unrealized +7.9%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $350 Shares 4,622 Est. Cost $93.58 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $347 Shares 3,179 Est. Cost $175.18 Unrealized -29.1%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $347 Shares 41,006 Est. Cost $6.97 Unrealized +11.0%
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $346 Shares 24,946 Est. Cost $18.00 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $344 Shares 3,381 Est. Cost $118.18 Unrealized -5.7%
SHV ISHARES TR 0.0%
Value ($000) $344 Shares 3,125 Est. Cost $110.39 Unrealized
SAIA SAIA INC 0.0%
Value ($000) $342 Shares 1,801 Est. Cost $275.33 Unrealized -23.0%
AZTA AZENTA INC 0.0%
Value ($000) $341 Shares 7,951 Est. Cost $95.70 Unrealized -37.6%
IUSV ISHARES TR 0.0%
Value ($000) $337 Shares 5,377 Est. Cost $68.87 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $335 Shares 1,591 Est. Cost $253.05 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $331 Shares 11,761 Est. Cost $25.50 Unrealized +8.5%
MDYV SPDR SER TR 0.0%
Value ($000) $331 Shares 5,717 Est. Cost $64.79 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $330 Shares 8,155 Est. Cost $52.41 Unrealized -8.3%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $330 Shares 1,677 Est. Cost $277.30 Unrealized -22.1%
FIVA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $326 Shares 18,507 Est. Cost $17.61 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $325 Shares 2,673 Est. Cost $119.87 Unrealized +4.6%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $321 Shares 4,575 Est. Cost $100.75 Unrealized -20.3%
IUSG ISHARES TR 0.0%
Value ($000) $321 Shares 4,000 Est. Cost $98.28 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $316 Shares 4,008 Est. Cost $78.84 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $316 Shares 5,241 Est. Cost $74.55 Unrealized
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $309 Shares 4,062 Est. Cost $105.85 Unrealized -9.2%
GKOS GLAUKOS CORP 0.0%
Value ($000) $307 Shares 5,769 Est. Cost $52.83 Unrealized -2.3%
ITOT ISHARES TR 0.0%
Value ($000) $307 Shares 3,855 Est. Cost $88.44 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $305 Shares 5,950 Est. Cost $60.16 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $304 Shares 2,704 Est. Cost $114.80 Unrealized -0.4%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $303 Shares 9,282 Est. Cost $42.51 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $302 Shares 4,741 Est. Cost $73.62 Unrealized -5.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $302 Shares 1,402 Est. Cost $295.20 Unrealized -23.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $302 Shares 3,540 Est. Cost $141.15 Unrealized -34.8%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $302 Shares 6,628 Est. Cost $35.43 Unrealized +21.2%
KR KROGER CO 0.0%
Value ($000) $301 Shares 6,886 Est. Cost $48.31 Unrealized -8.8%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $300 Shares 1,348 Est. Cost $500.66 Unrealized -51.1%
ARKQ ARK ETF TR 0.0%
Value ($000) $293 Shares 6,500 Est. Cost $83.98 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $291 Shares 24,199 Est. Cost $20.18 Unrealized -30.9%
FALN ISHARES TR 0.0%
Value ($000) $291 Shares 12,176 Est. Cost $29.72 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $290 Shares 1,193 Est. Cost $289.64 Unrealized -2.5%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $287 Shares 8,432 Est. Cost $34.04 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $287 Shares 1,469 Est. Cost $195.37 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $285 Shares 46,801 Est. Cost $6.09 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $279 Shares 11,000 Est. Cost $26.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $278 Shares 4,055 Est. Cost $110.63 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $277 Shares 8,924 Est. Cost $46.71 Unrealized -25.2%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $277 Shares 6,760 Est. Cost $40.98 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $277 Shares 5,341 Est. Cost $60.40 Unrealized
BALL BALL CORP 0.0%
Value ($000) $276 Shares 5,707 Est. Cost $81.55 Unrealized -28.2%
LQD ISHARES TR 0.0%
Value ($000) $274 Shares 2,674 Est. Cost $137.55 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $273 Shares 7,015 Est. Cost $48.91 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $273 Shares 1,794 Est. Cost $170.73 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $270 Shares 3,395 Est. Cost $105.13 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $269 Shares 4,060 Est. Cost $51.17 Unrealized +9.9%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $267 Shares 7,481 Est. Cost $51.93 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $266 Shares 11,870 Est. Cost $25.40 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $254 Shares 3,610 Est. Cost $71.82 Unrealized +0.9%
AGG ISHARES TR 0.0%
Value ($000) $252 Shares 2,616 Est. Cost $96.33 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $250 Shares 2,440 Est. Cost $102.46 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $250 Shares 6,875 Est. Cost $46.79 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $247 Shares 1,959 Est. Cost $121.23 Unrealized -7.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $246 Shares 7,379 Est. Cost $31.47 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $243 Shares 5,665 Est. Cost $49.38 Unrealized -1.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $243 Shares 8,667 Est. Cost $30.90 Unrealized 0.0%
EFA ISHARES TR 0.0%
Value ($000) $241 Shares 4,300 Est. Cost $73.29 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $239 Shares 3,885 Est. Cost $110.62 Unrealized -34.7%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $239 Shares 53,009 Est. Cost $5.11 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $238 Shares 1,393 Est. Cost $217.58 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $237 Shares 2,636 Est. Cost $95.90 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $236 Shares 9,689 Est. Cost $24.36 Unrealized
JBL JABIL INC 0.0%
Value ($000) $236 Shares 4,083 Est. Cost $44.74 Unrealized +28.8%
IWP ISHARES TR 0.0%
Value ($000) $234 Shares 2,981 Est. Cost $101.56 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $233 Shares 2,269 Est. Cost $114.99 Unrealized
NRC NATIONAL RESH CORP 0.0%
Value ($000) $232 Shares 5,823 Est. Cost $39.15 Unrealized -5.4%
DVY ISHARES TR 0.0%
Value ($000) $231 Shares 2,155 Est. Cost $98.43 Unrealized
NICE NICE LTD 0.0%
Value ($000) $229 Shares 1,219 Est. Cost $290.74 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $228 Shares 1,032 Est. Cost $186.26 Unrealized +10.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $226 Shares 11,080 Est. Cost $20.40 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,174 Est. Cost $235.97 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $220 Shares 7,955 Est. Cost $32.28 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $220 Shares 3,695 Est. Cost $103.47 Unrealized -27.1%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $220 Shares 3,500 Est. Cost $65.09 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $219 Shares 2,598 Est. Cost $81.75 Unrealized 0.0%
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $219 Shares 11,575 Est. Cost $20.48 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $219 Shares 4,349 Est. Cost $50.36 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $216 Shares 1,307 Est. Cost $169.15 Unrealized
AME AMETEK INC 0.0%
Value ($000) $214 Shares 1,891 Est. Cost $117.19 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $213 Shares 5,485 Est. Cost $47.09 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $212 Shares 16,566 Est. Cost $12.75 Unrealized +9.8%
EXC EXELON CORP 0.0%
Value ($000) $212 Shares 5,656 Est. Cost $33.75 Unrealized +15.7%
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $212 Shares 12,103 Est. Cost $17.52 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $212 Shares 8,500 Est. Cost $24.94 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $210 Shares 6,011 Est. Cost $34.94 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $206 Shares 3,381 Est. Cost $62.27 Unrealized -2.5%
ISTB ISHARES TR 0.0%
Value ($000) $205 Shares 4,457 Est. Cost $48.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $204 Shares 2,150 Est. Cost $94.88 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $204 Shares 1,567 Est. Cost $157.66 Unrealized -11.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $203 Shares 945 Est. Cost $219.91 Unrealized 0.0%
TWITTER INC 0.0%
Value ($000) $202 Shares 4,618 Est. Cost $43.74 Unrealized
WIX WIX COM LTD 0.0%
Value ($000) $202 Shares 2,587 Est. Cost $212.42 Unrealized -67.5%
ESGD ISHARES TR 0.0%
Value ($000) $202 Shares 3,604 Est. Cost $56.05 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $200 Shares 866 Est. Cost $274.47 Unrealized +7.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $191 Shares 17,284 Est. Cost $9.21 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $189 Shares 46,657 Est. Cost $7.48 Unrealized 0.0%
QMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $188 Shares 10,000 Est. Cost $18.80 Unrealized
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $185 Shares 17,458 Est. Cost $18.15 Unrealized -33.6%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $176 Shares 26,651 Est. Cost $7.87 Unrealized
MAX MEDIAALPHA INC 0.0%
Value ($000) $173 Shares 19,775 Est. Cost $33.81 Unrealized -71.2%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $149 Shares 12,042 Est. Cost $30.56 Unrealized -42.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $147 Shares 20,074 Est. Cost $9.92 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $144 Shares 15,600 Est. Cost $12.54 Unrealized
WHF WHITEHORSE FIN INC 0.0%
Value ($000) $122 Shares 11,000 Est. Cost $12.13 Unrealized +13.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $118 Shares 11,662 Est. Cost $27.81 Unrealized -51.8%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $103 Shares 10,000 Est. Cost $5.27 Unrealized +100.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $90 Shares 12,756 Est. Cost $13.68 Unrealized -29.2%
QURATE RETAIL INC 0.0%
Value ($000) $76 Shares 37,607 Est. Cost $8.85 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $63 Shares 13,289 Est. Cost $4.74 Unrealized
AUGMEDIX INC 0.0%
Value ($000) $61 Shares 41,831 Est. Cost $2.75 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $58 Shares 16,105 Est. Cost $3.94 Unrealized 0.0%
AEGON N V 0.0%
Value ($000) $49 Shares 12,488 Est. Cost $4.33 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $48 Shares 13,360 Est. Cost $4.99 Unrealized -4.2%
PRCH PORCH GROUP INC 0.0%
Value ($000) $42 Shares 18,540 Est. Cost $6.53 Unrealized -62.9%
STIM NEURONETICS INC 0.0%
Value ($000) $40 Shares 12,624 Est. Cost $3.63 Unrealized 0.0%
TROIKA MEDIA GROUP INC 0.0%
Value ($000) $34 Shares 100,000 Est. Cost $1.05 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $31 Shares 10,550 Est. Cost $4.83 Unrealized -23.7%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $29 Shares 12,492 Est. Cost $2.32 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $27 Shares 12,042 Est. Cost $2.24 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $21 Shares 11,825 Est. Cost $2.29 Unrealized
REE AUTOMOTIVE LTD 0.0%
Value ($000) $15 Shares 22,323 Est. Cost $0.67 Unrealized
ASPIRA WOMENS HEALTH INC 0.0%
Value ($000) $12 Shares 31,018 Est. Cost $2.33 Unrealized