McClarren Financial Advisors, Inc. Diversified Active

CIK: 0001842974 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value ($000): $110 (100.0% shares, 0.0% debt)

Holdings (473)

VTI VANGUARD INDEX FDS 11.7%
Value ($000) $13 Shares 63,388 Est. Cost $176.43 Unrealized
VB VANGUARD INDEX FDS 9.8%
Value ($000) $11 Shares 57,395 Est. Cost $164.93 Unrealized
VOO VANGUARD INDEX FDS 8.2%
Value ($000) $9 Shares 23,979 Est. Cost $310.52 Unrealized
VO VANGUARD INDEX FDS 6.0%
Value ($000) $7 Shares 31,498 Est. Cost $176.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.2%
Value ($000) $6 Shares 37,125 Est. Cost $130.53 Unrealized
VXUS VANGUARD STAR FDS 3.9%
Value ($000) $4 Shares 79,333 Est. Cost $44.17 Unrealized
MGK VANGUARD WORLD FD 3.7%
Value ($000) $4 Shares 20,372 Est. Cost $184.60 Unrealized
VUSB VANGUARD BD INDEX FDS 3.2%
Value ($000) $4 Shares 72,206 Est. Cost $49.10 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $3 Shares 20,198 Est. Cost $131.52 Unrealized +10.6%
IWV ISHARES TR 2.3%
Value ($000) $2 Shares 10,590 Est. Cost $218.15 Unrealized
MGC VANGUARD WORLD FD 2.2%
Value ($000) $2 Shares 16,889 Est. Cost $75.41 Unrealized
DSI ISHARES TR 2.2%
Value ($000) $2 Shares 30,867 Est. Cost $71.46 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $2 Shares 3,893 Est. Cost $363.74 Unrealized
VV VANGUARD INDEX FDS 1.4%
Value ($000) $2 Shares 8,193 Est. Cost $153.31 Unrealized
VYM VANGUARD WHITEHALL FDS 1.3%
Value ($000) $1 Shares 13,591 Est. Cost $52.06 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $1 Shares 10,433 Est. Cost $114.93 Unrealized
SPTM SPDR SER TR 1.3%
Value ($000) $1 Shares 27,857 Est. Cost $41.69 Unrealized
ESGV VANGUARD WORLD FD 1.2%
Value ($000) $1 Shares 19,078 Est. Cost $53.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $1 Shares 29,854 Est. Cost $38.13 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $1 Shares 4,207 Est. Cost $205.26 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1 Shares 3,173 Est. Cost $241.77 Unrealized +3.2%
IWM ISHARES TR 0.8%
Value ($000) $1 Shares 4,663 Est. Cost $174.35 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1 Shares 18,463 Est. Cost $24.68 Unrealized
BLD TOPBUILD CORP 0.7%
Value ($000) $1 Shares 3,517 Est. Cost $207.47 Unrealized -6.8%
VSGX VANGUARD WORLD FD 0.7%
Value ($000) $1 Shares 14,014 Est. Cost $37.40 Unrealized
SPSM SPDR SER TR 0.6%
Value ($000) $1 Shares 18,670 Est. Cost $34.03 Unrealized
VXF VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 4,937 Est. Cost $74.39 Unrealized
ESGU ISHARES TR 0.6%
Value ($000) $1 Shares 7,602 Est. Cost $79.35 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1 Shares 4,050 Est. Cost $126.19 Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $1 Shares 19,632 Est. Cost $25.78 Unrealized
SUSA ISHARES TR 0.6%
Value ($000) $1 Shares 6,993 Est. Cost $82.20 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1 Shares 7,232 Est. Cost $63.07 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1 Shares 3,892 Est. Cost $130.44 Unrealized +2.1%
VPU VANGUARD WORLD FDS 0.5%
Value ($000) $1 Shares 3,857 Est. Cost $142.17 Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $1 Shares 2,219 Est. Cost $205.25 Unrealized +5.8%
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $1 Shares 2,611 Est. Cost $168.61 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1 Shares 10,519 Est. Cost $49.16 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1 Shares 5,954 Est. Cost $85.37 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $1 Shares 11,030 Est. Cost $50.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1 Shares 1,672 Est. Cost $284.56 Unrealized +8.3%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $0 Shares 1,389 Est. Cost $191.95 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $0 Shares 7,703 Est. Cost $49.99 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $0 Shares 2,649 Est. Cost $138.97 Unrealized +6.4%
CATH GLOBAL X FDS 0.4%
Value ($000) $0 Shares 8,172 Est. Cost $43.61 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $0 Shares 2,221 Est. Cost $154.47 Unrealized +2.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $0 Shares 3,844 Est. Cost $126.40 Unrealized -23.6%
ESML ISHARES TR 0.3%
Value ($000) $0 Shares 11,158 Est. Cost $30.67 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $0 Shares 3,791 Est. Cost $104.56 Unrealized -5.8%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $0 Shares 974 Est. Cost $188.01 Unrealized
NUSC NUSHARES ETF TR 0.3%
Value ($000) $0 Shares 10,463 Est. Cost $32.02 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $0 Shares 13,604 Est. Cost $0.02 Unrealized
NUMG NUSHARES ETF TR 0.3%
Value ($000) $0 Shares 8,764 Est. Cost $32.51 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $0 Shares 4,730 Est. Cost $68.49 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $0 Shares 2,099 Est. Cost $135.82 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $0 Shares 11,329 Est. Cost $11.22 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $0 Shares 3,549 Est. Cost $61.74 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 2,557 Est. Cost $88.50 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $0 Shares 1,319 Est. Cost $168.82 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $0 Shares 2,437 Est. Cost $109.54 Unrealized -13.1%
CSX CSX CORP 0.2%
Value ($000) $0 Shares 8,058 Est. Cost $29.58 Unrealized -0.4%
XEL XCEL ENERGY INC 0.2%
Value ($000) $0 Shares 3,361 Est. Cost $59.11 Unrealized +3.1%
EFA ISHARES TR 0.2%
Value ($000) $0 Shares 3,191 Est. Cost $55.78 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 5,132 Est. Cost $40.39 Unrealized -9.5%
INTU INTUIT 0.2%
Value ($000) $0 Shares 450 Est. Cost $422.65 Unrealized -4.6%
ESGE ISHARES INC 0.2%
Value ($000) $0 Shares 6,365 Est. Cost $24.02 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $0 Shares 1,829 Est. Cost $85.89 Unrealized +16.6%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,440 Est. Cost $27.30 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $0 Shares 953 Est. Cost $178.06 Unrealized +6.4%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $0 Shares 859 Est. Cost $214.77 Unrealized +0.9%
MRK MERCK & CO INC 0.2%
Value ($000) $0 Shares 1,661 Est. Cost $83.06 Unrealized +18.8%
SPMD SPDR SER TR 0.2%
Value ($000) $0 Shares 4,031 Est. Cost $38.51 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $0 Shares 1,552 Est. Cost $72.11 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $0 Shares 1,697 Est. Cost $110.26 Unrealized -13.1%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 4,950 Est. Cost $30.44 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $0 Shares 546 Est. Cost $219.91 Unrealized +23.0%
IYJ ISHARES TR 0.1%
Value ($000) $0 Shares 1,599 Est. Cost $83.60 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 672 Est. Cost $223.72 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 4,559 Est. Cost $0.03 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $0 Shares 451 Est. Cost $308.08 Unrealized +7.1%
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 633 Est. Cost $217.87 Unrealized +2.8%
IWN ISHARES TR 0.1%
Value ($000) $0 Shares 1,030 Est. Cost $128.91 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $0 Shares 4,726 Est. Cost $28.30 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $0 Shares 2,638 Est. Cost $0.05 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $0 Shares 1,715 Est. Cost $66.47 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $0 Shares 4,107 Est. Cost $30.44 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 662 Est. Cost $169.70 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $0 Shares 631 Est. Cost $148.98 Unrealized +14.5%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 3,587 Est. Cost $0.03 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 2,262 Est. Cost $40.05 Unrealized +12.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $0 Shares 886 Est. Cost $108.77 Unrealized +11.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 630 Est. Cost $152.85 Unrealized +5.6%
ILCG ISHARES TR 0.1%
Value ($000) $0 Shares 2,098 Est. Cost $47.89 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 1,892 Est. Cost $55.56 Unrealized -0.3%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $0.07 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 1,605 Est. Cost $56.72 Unrealized +7.8%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 4,144 Est. Cost $0.02 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $0 Shares 1,101 Est. Cost $0.10 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 659 Est. Cost $127.12 Unrealized +8.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 343 Est. Cost $203.02 Unrealized +27.0%
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $0 Shares 9,192 Est. Cost $10.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 205 Est. Cost $495.09 Unrealized -7.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $0 Shares 428 Est. Cost $219.07 Unrealized -3.5%
IWC ISHARES TR 0.1%
Value ($000) $0 Shares 911 Est. Cost $102.65 Unrealized
WSFS WSFS FINL CORP 0.1%
Value ($000) $0 Shares 2,520 Est. Cost $46.73 Unrealized -1.8%
ITA ISHARES TR 0.1%
Value ($000) $0 Shares 806 Est. Cost $90.91 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $0 Shares 185 Est. Cost $367.34 Unrealized +30.3%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 3,075 Est. Cost $24.89 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 1,647 Est. Cost $74.21 Unrealized -5.4%
IWS ISHARES TR 0.1%
Value ($000) $0 Shares 821 Est. Cost $95.82 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,234 Est. Cost $59.87 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $0 Shares 1,866 Est. Cost $49.66 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 640 Est. Cost $105.62 Unrealized +21.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 173 Est. Cost $380.78 Unrealized +13.8%
IJH ISHARES TR 0.1%
Value ($000) $0 Shares 325 Est. Cost $107.46 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $0 Shares 1,339 Est. Cost $48.54 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 1,784 Est. Cost $22.53 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $0 Shares 2,643 Est. Cost $0.03 Unrealized
POOL POOL CORP 0.1%
Value ($000) $0 Shares 224 Est. Cost $340.81 Unrealized -0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 809 Est. Cost $78.55 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 396 Est. Cost $143.62 Unrealized +22.5%
ICLN ISHARES TR 0.1%
Value ($000) $0 Shares 3,718 Est. Cost $14.02 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 303 Est. Cost $172.21 Unrealized +33.9%
SPYM SPDR SER TR 0.1%
Value ($000) $0 Shares 1,422 Est. Cost $41.84 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $0 Shares 310 Est. Cost $160.96 Unrealized +5.1%
TXT TEXTRON INC 0.1%
Value ($000) $0 Shares 897 Est. Cost $63.20 Unrealized +12.5%
DVY ISHARES TR 0.1%
Value ($000) $0 Shares 544 Est. Cost $0.12 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 367 Est. Cost $142.32 Unrealized +4.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 782 Est. Cost $0.07 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 308 Est. Cost $157.38 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 1,094 Est. Cost $44.95 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $0 Shares 768 Est. Cost $63.59 Unrealized +19.9%
IAU ISHARES GOLD TR 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $31.33 Unrealized
UGI UGI CORP NEW 0.1%
Value ($000) $0 Shares 1,607 Est. Cost $39.41 Unrealized -3.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 328 Est. Cost $152.34 Unrealized +4.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 874 Est. Cost $48.03 Unrealized +25.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2,909 Est. Cost $15.60 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 1,465 Est. Cost $33.70 Unrealized +2.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 1,202 Est. Cost $33.06 Unrealized +9.7%
T AT&T INC 0.0%
Value ($000) $0 Shares 2,796 Est. Cost $15.08 Unrealized +8.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 672 Est. Cost $71.76 Unrealized +10.1%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 509 Est. Cost $75.39 Unrealized +21.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 190 Est. Cost $236.27 Unrealized +6.0%
IMCG ISHARES TR 0.0%
Value ($000) $0 Shares 880 Est. Cost $50.29 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 650 Est. Cost $75.73 Unrealized -6.7%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 346 Est. Cost $42.00 Unrealized +9.0%
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 1,040 Est. Cost $31.74 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 835 Est. Cost $57.51 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 857 Est. Cost $47.17 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 1,565 Est. Cost $27.89 Unrealized -2.7%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 498 Est. Cost $83.05 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 603 Est. Cost $72.46 Unrealized -4.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,403 Est. Cost $24.23 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 299 Est. Cost $135.67 Unrealized +3.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 333 Est. Cost $115.73 Unrealized +4.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $0 Shares 316 Est. Cost $86.91 Unrealized +35.3%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 1,547 Est. Cost $25.47 Unrealized +0.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 516 Est. Cost $81.49 Unrealized +1.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $141.99 Unrealized -5.2%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $0 Shares 360 Est. Cost $94.21 Unrealized +11.9%
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 627 Est. Cost $9.71 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 596 Est. Cost $62.30 Unrealized -1.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $35.76 Unrealized -8.6%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $0 Shares 12,400 Est. Cost $4.10 Unrealized -15.7%
ESGD ISHARES TR 0.0%
Value ($000) $0 Shares 517 Est. Cost $56.09 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 743 Est. Cost $42.06 Unrealized
XCEM COLUMBIA ETF TR II 0.0%
Value ($000) $0 Shares 1,359 Est. Cost $22.81 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $0 Shares 562 Est. Cost $57.25 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value ($000) $0 Shares 2,485 Est. Cost $13.91 Unrealized +2.6%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $161.19 Unrealized -1.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 440 Est. Cost $0.07 Unrealized
V VISA INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $198.31 Unrealized +9.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 162 Est. Cost $228.80 Unrealized -17.1%
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 185 Est. Cost $0.17 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 822 Est. Cost $33.76 Unrealized -3.9%
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 372 Est. Cost $72.99 Unrealized +8.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 327 Est. Cost $84.01 Unrealized +9.9%
KR KROGER CO 0.0%
Value ($000) $0 Shares 627 Est. Cost $44.08 Unrealized -2.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 291 Est. Cost $78.45 Unrealized +23.7%
IYY ISHARES TR 0.0%
Value ($000) $0 Shares 286 Est. Cost $84.51 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,208 Est. Cost $23.18 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 897 Est. Cost $32.31 Unrealized -14.8%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,159 Est. Cost $0.02 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 635 Est. Cost $38.69 Unrealized +15.7%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 594 Est. Cost $40.75 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 400 Est. Cost $55.00 Unrealized
IEUS ISHARES TR 0.0%
Value ($000) $0 Shares 523 Est. Cost $40.38 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 157 Est. Cost $133.57 Unrealized +19.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 163 Est. Cost $156.51 Unrealized -6.5%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 49 Est. Cost $360.00 Unrealized
ABM ABM INDS INC 0.0%
Value ($000) $0 Shares 557 Est. Cost $40.71 Unrealized +6.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 506 Est. Cost $39.44 Unrealized +21.9%
TRN TRINITY INDS INC 0.0%
Value ($000) $0 Shares 1,013 Est. Cost $21.17 Unrealized +10.8%
HIGH INCOME SECS FD 0.0%
Value ($000) $0 Shares 3,703 Est. Cost $6.48 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $34.02 Unrealized +29.3%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 2,103 Est. Cost $10.16 Unrealized +18.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 247 Est. Cost $100.28 Unrealized -0.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 821 Est. Cost $30.61 Unrealized -0.1%
FNB F N B CORP 0.0%
Value ($000) $0 Shares 2,044 Est. Cost $10.53 Unrealized +14.5%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 296 Est. Cost $71.43 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 214 Est. Cost $96.13 Unrealized -11.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 317 Est. Cost $53.63 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $169.82 Unrealized -4.6%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 234 Est. Cost $68.38 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 155 Est. Cost $116.88 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 189 Est. Cost $94.59 Unrealized +14.2%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 866 Est. Cost $0.02 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 269 Est. Cost $47.19 Unrealized +34.1%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $191.11 Unrealized +6.7%
SUB ISHARES TR 0.0%
Value ($000) $0 Shares 196 Est. Cost $0.10 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 617 Est. Cost $26.55 Unrealized +30.5%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 513 Est. Cost $37.55 Unrealized +17.0%
ISCG ISHARES TR 0.0%
Value ($000) $0 Shares 471 Est. Cost $34.12 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $227.04 Unrealized +19.0%
ACA ARCOSA INC 0.0%
Value ($000) $0 Shares 296 Est. Cost $54.93 Unrealized +6.1%
MLPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 463 Est. Cost $34.56 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 377 Est. Cost $0.05 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $127.05 Unrealized -8.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $0 Shares 1,569 Est. Cost $9.56 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $81.01 Unrealized +7.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 116 Est. Cost $153.09 Unrealized -11.0%
IYT ISHARES TR 0.0%
Value ($000) $0 Shares 77 Est. Cost $194.81 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $154.12 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 417 Est. Cost $36.23 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $0 Shares 149 Est. Cost $0.11 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 190 Est. Cost $70.16 Unrealized +20.9%
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 176 Est. Cost $74.71 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 411 Est. Cost $40.83 Unrealized -0.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 169 Est. Cost $87.04 Unrealized -5.7%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $0 Shares 670 Est. Cost $22.49 Unrealized
GLW CORNING INC 0.0%
Value ($000) $0 Shares 403 Est. Cost $30.75 Unrealized +4.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 51 Est. Cost $240.44 Unrealized -6.8%
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 419 Est. Cost $10.02 Unrealized +6.8%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 241 Est. Cost $37.34 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $77.12 Unrealized -8.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 324 Est. Cost $43.24 Unrealized -9.6%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 307 Est. Cost $39.44 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 158 Est. Cost $60.97 Unrealized +13.4%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 171 Est. Cost $54.56 Unrealized +17.8%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $0 Shares 446 Est. Cost $22.42 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $0 Shares 215 Est. Cost $0.05 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 240 Est. Cost $37.60 Unrealized +14.6%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 67 Est. Cost $129.61 Unrealized +17.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 115 Est. Cost $69.26 Unrealized +13.9%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 152 Est. Cost $56.17 Unrealized +5.2%
BP BP PLC 0.0%
Value ($000) $0 Shares 238 Est. Cost $0.03 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $229.23 Unrealized -49.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 304 Est. Cost $23.03 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 83 Est. Cost $84.34 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $0 Shares 102 Est. Cost $0.09 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $0 Shares 19 Est. Cost $496.54 Unrealized -5.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $214.77 Unrealized +14.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $152.19 Unrealized +13.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 90 Est. Cost $66.67 Unrealized
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 416 Est. Cost $0.02 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 197 Est. Cost $30.46 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 142 Est. Cost $85.24 Unrealized -29.2%
BA BOEING CO 0.0%
Value ($000) $0 Shares 35 Est. Cost $153.37 Unrealized +35.5%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $545.45 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.09 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 119 Est. Cost $41.67 Unrealized
PLNT PLANET FITNESS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $72.03 Unrealized +10.9%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $56.64 Unrealized +15.1%
NORW GLOBAL X FDS 0.0%
Value ($000) $0 Shares 265 Est. Cost $18.87 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value ($000) $0 Shares 103 Est. Cost $58.18 Unrealized +16.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 45 Est. Cost $108.64 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 14 Est. Cost $285.71 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 91 Est. Cost $22.28 Unrealized +28.7%
XOP SPDR SER TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.12 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 52 Est. Cost $75.47 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $0 Shares 101 Est. Cost $0.05 Unrealized
IHAK ISHARES TR 0.0%
Value ($000) $0 Shares 153 Est. Cost $32.68 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 151 Est. Cost $35.44 Unrealized +3.5%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $279.27 Unrealized -37.5%
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 206 Est. Cost $24.51 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.04 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $71.43 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $0 Shares 149 Est. Cost $26.86 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $41.54 Unrealized +13.9%
XBI SPDR SER TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $66.67 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $0 Shares 210 Est. Cost $0.01 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 18 Est. Cost $264.78 Unrealized +4.3%
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 211 Est. Cost $0.01 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $200.95 Unrealized +25.8%
MAGA ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 96 Est. Cost $31.25 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $0 Shares 17 Est. Cost $117.65 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 526 Est. Cost $8.49 Unrealized +14.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 16 Est. Cost $62.50 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 44 Est. Cost $68.44 Unrealized +3.0%
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 54 Est. Cost $37.04 Unrealized
WESTERN ASSET GLOBAL CORP DE 0.0%
Value ($000) $0 Shares 208 Est. Cost $0.01 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $70.80 Unrealized +5.7%
CTI BIOPHARMA CORP 0.0%
Value ($000) $0 Shares 553 Est. Cost $5.42 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $229.25 Unrealized -2.7%
VFC V F CORP 0.0%
Value ($000) $0 Shares 108 Est. Cost $42.88 Unrealized -38.7%
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 32 Est. Cost $62.50 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $54.17 Unrealized +4.9%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.04 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $35.87 Unrealized -12.5%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 150 Est. Cost $10.27 Unrealized -0.8%
URA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 137 Est. Cost $13.94 Unrealized +11.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 52 Est. Cost $40.15 Unrealized -7.1%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 165 Est. Cost $6.06 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 27 Est. Cost $79.16 Unrealized -5.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $121.23 Unrealized +13.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $2.89 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.40 Unrealized -4.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $86.60 Unrealized -2.1%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $22.07 Unrealized +17.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 14 Est. Cost $95.21 Unrealized -24.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 4 Est. Cost $264.08 Unrealized -1.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $87.94 Unrealized +4.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.69 Unrealized +6.9%
CROX CROCS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $69.43 Unrealized +74.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 49 Est. Cost $32.51 Unrealized +5.2%
CRNC CERENCE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.13 Unrealized +49.9%
CIEN CIENA CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.21 Unrealized +10.4%
CRI CARTERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.05 Unrealized +7.8%
AZTA AZENTA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.16 Unrealized -3.2%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $45.77 Unrealized +8.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.69 Unrealized +7.2%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.46 Unrealized +17.5%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.72 Unrealized -8.3%
CMCO COLUMBUS MCKINNON CORP N Y 0.0%
Value ($000) $0 Shares 3 Est. Cost $28.52 Unrealized +22.9%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.84 Unrealized +11.6%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $87.28 Unrealized -7.0%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $282.44 Unrealized -2.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $27.58 Unrealized -40.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.22 Unrealized +4.0%
BIDU BAIDU INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.14 Unrealized -5.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $46.08 Unrealized +7.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $182.92 Unrealized -36.8%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.44 Unrealized +0.3%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.56 Unrealized +0.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.33 Unrealized +6.9%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $388.70 Unrealized +2.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 9 Est. Cost $30.90 Unrealized +16.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.35 Unrealized -14.8%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.70 Unrealized +32.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.99 Unrealized -3.3%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 35 Est. Cost $27.78 Unrealized
GTES GATES INDL CORP PLC 0.0%
Value ($000) $0 Shares 19 Est. Cost $11.02 Unrealized +21.0%
ZS ZSCALER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $163.61 Unrealized -26.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.59 Unrealized +4.7%
RPD RAPID7 INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.75 Unrealized +19.0%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $96.96 Unrealized -9.7%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.18 Unrealized +13.7%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.14 Unrealized +4.1%
PII POLARIS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $104.18 Unrealized +6.3%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.65 Unrealized +9.1%
PIONEER NAT RES CO 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PHYSICIANS RLTY TR 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.50 Unrealized +7.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.30 Unrealized -7.7%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $214.75 Unrealized -8.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.59 Unrealized +18.0%
OKTA OKTA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.03 Unrealized -11.5%
NORDSTROM INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SNY SANOFI 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.44 Unrealized +27.9%
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
KMPR KEMPER CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.30 Unrealized +15.2%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.87 Unrealized +1.5%
TBHC KIRKLANDS INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $3.84 Unrealized -14.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $213.69 Unrealized +13.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $10.40 Unrealized +36.4%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.39 Unrealized +15.2%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.01 Unrealized +2.4%
CATALENT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.09 Unrealized +24.6%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.42 Unrealized +8.4%
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.27 Unrealized +5.0%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.02 Unrealized +14.2%
FFSM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 88 Est. Cost $11.36 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $304.77 Unrealized -1.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $0 Shares 5 Est. Cost $121.72 Unrealized -15.8%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.26 Unrealized +25.2%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.85 Unrealized +9.6%
SVB FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.69 Unrealized -4.9%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $233.12 Unrealized -9.0%
DORM DORMAN PRODS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $84.92 Unrealized +4.9%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.93 Unrealized +10.2%
VAL/WS VALARIS LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
XP XP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.49 Unrealized -18.5%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.01 Unrealized +22.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 5 Est. Cost $120.99 Unrealized +5.2%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $149.35 Unrealized +12.9%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.77 Unrealized +10.9%
ETF MANAGERS TR 0.0%
Value ($000) $0 Shares 193 Est. Cost Unrealized
EXP EAGLE MATLS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.31 Unrealized +12.4%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.98 Unrealized +11.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.07 Unrealized +2.0%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.24 Unrealized +10.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.64 Unrealized +10.2%
ERIC ERICSSON 0.0%
Value ($000) $0 Shares 88 Est. Cost Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.09 Unrealized -5.8%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.74 Unrealized +12.9%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.36 Unrealized +11.5%
ATR APTARGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.45 Unrealized +11.1%
RBC RBC BEARINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $228.45 Unrealized +0.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $313.01 Unrealized +14.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.28 Unrealized +20.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $281.19 Unrealized +1.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
IDA IDACORP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.61 Unrealized +1.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.24 Unrealized -1.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.89 Unrealized +10.5%
ANSYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.36 Unrealized +12.1%
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $219.37 Unrealized +0.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.88 Unrealized +2.0%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $26.33 Unrealized -5.5%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.78 Unrealized +23.2%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $97.71 Unrealized +19.4%
SUI SUN CMNTYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AME AMETEK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.81 Unrealized +7.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $48.65 Unrealized +12.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.20 Unrealized +28.8%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.13 Unrealized -11.2%
NTES NETEASE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 157 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $325.17 Unrealized +9.9%
AGENUS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $147.72 Unrealized +9.5%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $122.94 Unrealized +12.0%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 94 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $328.87 Unrealized -4.7%
TTC TORO CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.94 Unrealized +5.1%
INN SUMMIT HOTEL PPTYS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $349.10 Unrealized +1.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $524.96 Unrealized +6.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.70 Unrealized +5.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.09 Unrealized +7.1%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $82.44 Unrealized -5.4%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.62 Unrealized +2.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 6 Est. Cost $124.20 Unrealized -10.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.48 Unrealized +19.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $59.89 Unrealized +26.3%
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $0 Shares 56 Est. Cost Unrealized
SYNEOS HEALTH INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VALE VALE S A 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $34.08 Unrealized -50.5%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 73 Est. Cost $10.85 Unrealized -6.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $321.12 Unrealized +7.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.75 Unrealized +33.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $403.95 Unrealized +5.1%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $322.72 Unrealized +2.4%
BCE BCE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $35.41 Unrealized +1.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $228.84 Unrealized -4.8%
GMAB GENMAB A/S 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
THRM GENTHERM INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $64.60 Unrealized +3.7%
ROCK GIBRALTAR INDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $47.99 Unrealized +6.6%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.54 Unrealized -14.8%
ABCAM PLC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.97 Unrealized +9.1%
RGEN REPLIGEN CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $181.39 Unrealized -1.6%