West Financial Advisors, LLC Diversified Active

Location: Des Moines, IA

CIK: 0001843684 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $589M (100.0% shares, 0.0% debt)

Holdings (192)

VOO VANGUARD INDEX FDS 12.3%
Value $72.67M Shares 121,611 Est. Cost $530.06 Unrealized
VEA VANGUARD TAX-MANAGED FDS 11.6%
Value $68.51M Shares 1,069,091 Est. Cost $47.65 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 10.7%
Value $63.04M Shares 96,928 Est. Cost $399.22 Unrealized
VTEB VANGUARD MUN BD FDS 9.3%
Value $54.62M Shares 1,094,845 Est. Cost $49.56 Unrealized
BND VANGUARD BD INDEX FDS 9.0%
Value $52.97M Shares 719,344 Est. Cost $79.55 Unrealized
DFAE DIMENSIONAL ETF TRUST 5.0%
Value $29.19M Shares 862,196 Est. Cost $23.53 Unrealized
IEFA ISHARES TR 4.4%
Value $25.89M Shares 285,970 Est. Cost $63.52 Unrealized
IJH ISHARES TR 4.3%
Value $25.2M Shares 373,150 Est. Cost $90.71 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 3.6%
Value $21.35M Shares 257,997 Est. Cost $82.51 Unrealized
DFLV DIMENSIONAL ETF TRUST 3.5%
Value $20.42M Shares 571,794 Est. Cost $35.71 Unrealized
TIP ISHARES TR 3.4%
Value $20.06M Shares 181,745 Est. Cost $110.89 Unrealized
DFAS DIMENSIONAL ETF TRUST 2.6%
Value $15.18M Shares 213,380 Est. Cost $52.66 Unrealized
VNQ VANGUARD INDEX FDS 2.6%
Value $15.11M Shares 170,379 Est. Cost $91.15 Unrealized
VXF VANGUARD INDEX FDS 2.2%
Value $13.18M Shares 64,060 Est. Cost $166.49 Unrealized
DFNM DIMENSIONAL ETF TRUST 1.6%
Value $9.679M Shares 201,939 Est. Cost $46.80 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.4%
Value $8.001M Shares 37,203 Est. Cost $141.61 Unrealized
BIL SPDR SERIES TRUST 1.2%
Value $7.236M Shares 78,965 Est. Cost $91.58 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $5.064M Shares 8,773 Est. Cost $315.93 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value $5.003M Shares 15,593 Est. Cost $179.49 Unrealized
XLE SELECT SECTOR SPDR TR 0.7%
Value $4.385M Shares 71,576 Est. Cost $61.26 Unrealized
AAPL APPLE INC 0.7%
Value $4M Shares 15,762 Est. Cost $154.15 Unrealized +70.5%
XLB SELECT SECTOR SPDR TR 0.7%
Value $3.851M Shares 77,066 Est. Cost $49.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value $3.76M Shares 23,246 Est. Cost $148.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value $3.689M Shares 25,165 Est. Cost $146.61 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value $3.435M Shares 13,113 Est. Cost $200.50 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value $2.718M Shares 9,466 Est. Cost $238.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $2.263M Shares 41,861 Est. Cost $44.04 Unrealized
VSGX VANGUARD WORLD FD 0.4%
Value $2.173M Shares 30,299 Est. Cost $58.80 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value $2.095M Shares 27,171 Est. Cost $60.05 Unrealized
ESGV VANGUARD WORLD FD 0.4%
Value $2.095M Shares 18,660 Est. Cost $81.09 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $1.719M Shares 3,935 Est. Cost $294.51 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value $1.701M Shares 35,791 Est. Cost $52.54 Unrealized
CASY CASEYS GEN STORES INC 0.3%
Value $1.585M Shares 2,177 Est. Cost $538.35 Unrealized +17.2%
MSFT MICROSOFT CORP 0.2%
Value $1.029M Shares 2,781 Est. Cost $326.57 Unrealized +33.1%
MGC VANGUARD WORLD FD 0.1%
Value $882K Shares 3,730 Est. Cost $133.51 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $846K Shares 9,000 Est. Cost $67.39 Unrealized +48.6%
LNT ALLIANT ENERGY CORP 0.1%
Value $773K Shares 10,768 Est. Cost $45.72 Unrealized +47.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $718K Shares 1 Est. Cost $729330.75 Unrealized +1.5%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $664K Shares 17,293 Est. Cost $60.06 Unrealized
VCEB VANGUARD WORLD FD 0.1%
Value $612K Shares 9,745 Est. Cost $69.07 Unrealized
SUSA ISHARES TR 0.1%
Value $607K Shares 4,596 Est. Cost $87.90 Unrealized
DSI ISHARES TR 0.1%
Value $550K Shares 4,539 Est. Cost $78.02 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $526K Shares 2,683 Est. Cost $157.87 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $500K Shares 2,303 Est. Cost $155.00 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value $496K Shares 1,449 Est. Cost $389.81 Unrealized -1.2%
TSLA TESLA INC 0.1%
Value $496K Shares 1,333 Est. Cost $304.48 Unrealized +39.9%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $419K Shares 16,681 Est. Cost $38.51 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $386K Shares 2,789 Est. Cost $140.89 Unrealized
ORCL ORACLE CORP 0.1%
Value $337K Shares 2,289 Est. Cost $104.00 Unrealized +63.1%
IWF ISHARES TR 0.1%
Value $326K Shares 764 Est. Cost $409.34 Unrealized
GL GLOBE LIFE INC 0.0%
Value $278K Shares 2,000 Est. Cost $81.70 Unrealized +73.5%
AMGN AMGEN INC 0.0%
Value $269K Shares 764 Est. Cost $189.60 Unrealized +84.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value $243K Shares 846 Est. Cost $222.85 Unrealized +33.8%
IWD ISHARES TR 0.0%
Value $229K Shares 1,070 Est. Cost $175.57 Unrealized
QCOM QUALCOMM INC 0.0%
Value $206K Shares 1,600 Est. Cost $126.29 Unrealized +21.9%
USB US BANCORP 0.0%
Value $194K Shares 3,725 Est. Cost $46.70 Unrealized +21.3%
HEDJ WISDOMTREE TR 0.0%
Value $186K Shares 3,558 Est. Cost $52.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $186K Shares 766 Est. Cost $218.61 Unrealized +29.9%
CVX CHEVRON CORPORATION 0.0%
Value $183K Shares 886 Est. Cost $150.52 Unrealized +14.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $182K Shares 379 Est. Cost $349.87 Unrealized +41.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $173K Shares 5,651 Est. Cost $46.55 Unrealized
GOOGL ALPHABET INC 0.0%
Value $173K Shares 601 Est. Cost $123.92 Unrealized +160.9%
IEMG ISHARES INC 0.0%
Value $170K Shares 2,432 Est. Cost $57.41 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $169K Shares 1,808 Est. Cost $83.37 Unrealized +13.7%
ITOT ISHARES TR 0.0%
Value $167K Shares 1,175 Est. Cost $125.62 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $166K Shares 566 Est. Cost $224.20 Unrealized +38.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $163K Shares 1,806 Est. Cost $56.95 Unrealized +62.7%
UNP UNION PAC CORP 0.0%
Value $162K Shares 667 Est. Cost $235.52 Unrealized +3.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $145K Shares 2,000 Est. Cost $52.86 Unrealized +24.2%
MRK MERCK & CO INC 0.0%
Value $134K Shares 1,114 Est. Cost $74.59 Unrealized +53.2%
IWM ISHARES TR 0.0%
Value $124K Shares 498 Est. Cost $218.56 Unrealized
GOOG ALPHABET INC 0.0%
Value $121K Shares 423 Est. Cost $116.99 Unrealized +176.7%
AVGO BROADCOM INC 0.0%
Value $107K Shares 345 Est. Cost $175.86 Unrealized +90.0%
META META PLATFORMS INC 0.0%
Value $106K Shares 185 Est. Cost $639.59 Unrealized +2.5%
IWR ISHARES TR 0.0%
Value $101K Shares 1,043 Est. Cost $68.27 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $97,046 Shares 572 Est. Cost $76.16 Unrealized +82.2%
BA BOEING CO 0.0%
Value $86,180 Shares 433 Est. Cost $177.17 Unrealized +34.6%
AMZN AMAZON COM INC 0.0%
Value $83,308 Shares 400 Est. Cost $208.41 Unrealized +8.8%
TECH BIO-TECHNE CORP 0.0%
Value $81,317 Shares 1,556 Est. Cost $67.42 Unrealized -5.0%
KO COCA COLA CO 0.0%
Value $80,994 Shares 1,065 Est. Cost $62.53 Unrealized +19.6%
EEM ISHARES TR 0.0%
Value $80,529 Shares 1,418 Est. Cost $44.24 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $77,404 Shares 972 Est. Cost $46.29 Unrealized +94.5%
DGRO ISHARES TR 0.0%
Value $77,058 Shares 1,098 Est. Cost $55.00 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $76,765 Shares 254 Est. Cost $276.92 Unrealized
CTVA CORTEVA INC 0.0%
Value $72,610 Shares 867 Est. Cost $52.27 Unrealized +39.2%
INTC INTEL CORP 0.0%
Value $68,711 Shares 1,557 Est. Cost $22.54 Unrealized +106.0%
CMI CUMMINS INC 0.0%
Value $67,791 Shares 126 Est. Cost $196.18 Unrealized +193.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value $66,344 Shares 736 Est. Cost $99.51 Unrealized +1.7%
WELL WELLTOWER INC 0.0%
Value $63,268 Shares 320 Est. Cost $71.84 Unrealized +160.2%
HOLX HOLOGIC INC 0.0%
Value $61,682 Shares 816 Est. Cost $66.26 Unrealized +13.2%
NVDA NVIDIA CORPORATION 0.0%
Value $59,820 Shares 343 Est. Cost $137.65 Unrealized +35.6%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value $54,276 Shares 1,250 Est. Cost $35.20 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $53,421 Shares 472 Est. Cost $68.75 Unrealized +53.2%
LRCX LAM RESEARCH CORP 0.0%
Value $53,415 Shares 250 Est. Cost $74.98 Unrealized +201.3%
HD HOME DEPOT INC 0.0%
Value $53,281 Shares 162 Est. Cost $391.51 Unrealized -3.7%
JBL JABIL INC 0.0%
Value $53,126 Shares 200 Est. Cost $37.14 Unrealized +567.9%
AON AON PLC 0.0%
Value $52,291 Shares 162 Est. Cost $361.49 Unrealized -7.0%
EFG ISHARES TR 0.0%
Value $47,890 Shares 430 Est. Cost $111.94 Unrealized
GLD SPDR GOLD TR 0.0%
Value $47,763 Shares 111 Est. Cost $430.30 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $44,155 Shares 135 Est. Cost $147.72 Unrealized +123.9%
V VISA INC 0.0%
Value $43,825 Shares 145 Est. Cost $233.27 Unrealized +41.1%
SDY SPDR SERIES TRUST 0.0%
Value $42,907 Shares 294 Est. Cost $123.71 Unrealized
LLY ELI LILLY & CO 0.0%
Value $42,310 Shares 46 Est. Cost $890.31 Unrealized +17.6%
VOE VANGUARD INDEX FDS 0.0%
Value $40,174 Shares 218 Est. Cost $119.27 Unrealized
LOW LOWES COS INC 0.0%
Value $40,168 Shares 170 Est. Cost $177.54 Unrealized +52.9%
C CITIGROUP INC 0.0%
Value $39,467 Shares 348 Est. Cost $59.42 Unrealized +95.5%
ETN EATON CORP PLC 0.0%
Value $38,271 Shares 107 Est. Cost $301.25 Unrealized +17.4%
TRGP TARGA RES CORP 0.0%
Value $37,861 Shares 151 Est. Cost $60.97 Unrealized +230.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $36,208 Shares 174 Est. Cost $141.99 Unrealized +58.4%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $35,152 Shares 666 Est. Cost $35.94 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $33,402 Shares 247 Est. Cost $60.82 Unrealized +124.9%
MCD MCDONALDS CORP 0.0%
Value $32,323 Shares 104 Est. Cost $239.22 Unrealized +32.6%
MFC MANULIFE FINL CORP 0.0%
Value $30,135 Shares 875 Est. Cost $26.86 Unrealized +38.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $29,620 Shares 200 Est. Cost $91.27 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $29,473 Shares 7 Est. Cost $3794.03 Unrealized +26.0%
OTTR OTTER TAIL CORP 0.0%
Value $29,316 Shares 334 Est. Cost $35.50 Unrealized +141.9%
RTX RTX CORPORATION 0.0%
Value $27,392 Shares 142 Est. Cost $111.08 Unrealized +77.0%
GRMN GARMIN LTD 0.0%
Value $27,378 Shares 118 Est. Cost $168.87 Unrealized +27.0%
SBUX STARBUCKS CORP 0.0%
Value $26,625 Shares 297 Est. Cost $83.13 Unrealized +12.6%
DE DEERE & CO 0.0%
Value $24,925 Shares 44 Est. Cost $364.43 Unrealized +51.3%
BAC BANK AMERICA CORP 0.0%
Value $24,229 Shares 497 Est. Cost $42.83 Unrealized +25.3%
CSCO CISCO SYS INC 0.0%
Value $23,976 Shares 309 Est. Cost $53.86 Unrealized +44.6%
IYY ISHARES TR 0.0%
Value $23,134 Shares 146 Est. Cost $108.33 Unrealized
ATLO AMES NATL CORP 0.0%
Value $22,689 Shares 804 Est. Cost $16.70 Unrealized +53.4%
GRNY TIDAL TRUST I 0.0%
Value $21,006 Shares 880 Est. Cost $22.68 Unrealized
BX BLACKSTONE INC 0.0%
Value $20,239 Shares 176 Est. Cost $160.71 Unrealized -12.3%
GILD GILEAD SCIENCES INC 0.0%
Value $18,119 Shares 130 Est. Cost $98.18 Unrealized +40.9%
ASTS AST SPACEMOBILE INC 0.0%
Value $16,574 Shares 200 Est. Cost $3.36 Unrealized +2823.6%
HYS PIMCO ETF TR 0.0%
Value $14,924 Shares 160 Est. Cost $94.28 Unrealized
MUB ISHARES TR 0.0%
Value $12,951 Shares 122 Est. Cost $106.64 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $12,812 Shares 52 Est. Cost $129.99 Unrealized +46.2%
JNJ JOHNSON & JOHNSON 0.0%
Value $12,711 Shares 52 Est. Cost $149.59 Unrealized +52.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $12,651 Shares 252 Est. Cost $40.05 Unrealized +9.4%
TGT TARGET CORP 0.0%
Value $12,484 Shares 103 Est. Cost $123.15 Unrealized -11.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $11,406 Shares 53 Est. Cost $318.17 Unrealized -24.4%
STBA S & T BANCORP INC 0.0%
Value $10,960 Shares 262 Est. Cost $22.08 Unrealized +91.5%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $9,743 Shares 41 Est. Cost $252.93 Unrealized
CI THE CIGNA GROUP 0.0%
Value $9,337 Shares 35 Est. Cost $261.97 Unrealized +7.1%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $9,190 Shares 250 Est. Cost $29.75 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $9,084 Shares 367 Est. Cost $27.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $8,011 Shares 82 Est. Cost $88.59 Unrealized +21.2%
SYM SYMBOTIC INC 0.0%
Value $7,980 Shares 150 Est. Cost $25.54 Unrealized +137.6%
KMI KINDER MORGAN INC DEL 0.0%
Value $7,462 Shares 223 Est. Cost $15.76 Unrealized +88.8%
PG PROCTER & GAMBLE CO 0.0%
Value $7,222 Shares 50 Est. Cost $143.06 Unrealized +6.1%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $6,872 Shares 1,173 Est. Cost $3.11 Unrealized +36.3%
IVV ISHARES TR 0.0%
Value $6,533 Shares 10 Est. Cost $685.00 Unrealized
FS SPECIALTY LENDING FD 0.0%
Value $6,381 Shares 510 Est. Cost $14.14 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $4,823 Shares 117 Est. Cost $39.67 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $4,385 Shares 500 Est. Cost $2.87 Unrealized +222.5%
REPX RILEY EXPLORATION PERMIAN IN 0.0%
Value $3,866 Shares 106 Est. Cost $30.11 Unrealized -9.4%
TU TELUS CORPORATION 0.0%
Value $3,849 Shares 300 Est. Cost $14.67 Unrealized -6.8%
UGI UGI CORP NEW 0.0%
Value $3,801 Shares 104 Est. Cost $31.71 Unrealized +20.6%
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value $3,610 Shares 100 Est. Cost $14.52 Unrealized +96.9%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $3,552 Shares 154 Est. Cost $23.08 Unrealized -9.3%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value $3,024 Shares 67 Est. Cost $31.07 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $2,969 Shares 50 Est. Cost $43.20 Unrealized +41.5%
ATMU ATMUS FILTRATION TECHNOLOGIE 0.0%
Value $2,856 Shares 50 Est. Cost $39.25 Unrealized +50.3%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value $2,832 Shares 400 Est. Cost $6.18 Unrealized +29.9%
PFFA ETFIS SER TR I 0.0%
Value $2,608 Shares 128 Est. Cost $19.96 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value $2,516 Shares 100 Est. Cost $23.58 Unrealized 0.0%
LAND GLADSTONE LD CORP 0.0%
Value $2,161 Shares 212 Est. Cost $10.47 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $1,870 Shares 100 Est. Cost $17.55 Unrealized +30.2%
PNNT PENNANTPARK INVT CORP 0.0%
Value $1,764 Shares 393 Est. Cost $5.35 Unrealized +4.3%
KD KYNDRYL HLDGS INC 0.0%
Value $1,759 Shares 134 Est. Cost $37.48 Unrealized -45.1%
NOG NORTHERN OIL & GAS INC 0.0%
Value $1,647 Shares 56 Est. Cost $35.83 Unrealized -32.2%
FSM FORTUNA MNG CORP 0.0%
Value $1,490 Shares 150 Est. Cost $7.30 Unrealized +49.9%
PR PERMIAN RESOURCES CORP 0.0%
Value $1,479 Shares 69 Est. Cost $16.42 Unrealized -3.9%
ARQQ ARQIT QUANTUM INC 0.0%
Value $1,325 Shares 100 Est. Cost $21.43 Unrealized +0.9%
SPIR SPIRE GLOBAL INC 0.0%
Value $1,258 Shares 100 Est. Cost $10.44 Unrealized 0.0%
SAR SARATOGA INVT CORP 0.0%
Value $1,215 Shares 56 Est. Cost $24.08 Unrealized -3.1%
RDW REDWIRE CORPORATION 0.0%
Value $1,190 Shares 140 Est. Cost $7.34 Unrealized +38.6%
GTBP GT BIOPHARMA INC 0.0%
Value $1,021 Shares 2,500 Est. Cost $0.61 Unrealized 0.0%
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value $918 Shares 100 Est. Cost $7.87 Unrealized +88.0%
HTGC HERCULES CAPITAL INC 0.0%
Value $827 Shares 56 Est. Cost $19.40 Unrealized -9.8%
DMLP DORCHESTER MINERALS L P 0.0%
Value $813 Shares 30 Est. Cost $29.27 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $804 Shares 28 Est. Cost $39.99 Unrealized -25.4%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $779 Shares 49 Est. Cost $6.06 Unrealized +284.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value $718 Shares 30 Est. Cost $21.68 Unrealized +21.6%
AFCG ADVANCED FLOWER CAP INC 0.0%
Value $634 Shares 225 Est. Cost $6.80 Unrealized -64.1%
IMMR IMMERSION CORP 0.0%
Value $568 Shares 104 Est. Cost $8.66 Unrealized -25.5%
WHR WHIRLPOOL CORP 0.0%
Value $540 Shares 10 Est. Cost $191.55 Unrealized -56.5%
MCK MCKESSON CORP 0.0%
Value $534 Shares 1 Est. Cost $875.46 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $482 Shares 5 Est. Cost $127.25 Unrealized -14.0%
PMT PENNYMAC MTG INVT TR 0.0%
Value $477 Shares 41 Est. Cost $12.57 Unrealized
T AT&T INC 0.0%
Value $406 Shares 14 Est. Cost $21.51 Unrealized +19.7%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $312 Shares 8 Est. Cost $28.29 Unrealized
UA UNDER ARMOUR INC 0.0%
Value $70 Shares 12 Est. Cost $7.83 Unrealized -18.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $63 Shares 9 Est. Cost $4.98 Unrealized +62.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $55 Shares 2 Est. Cost $9.29 Unrealized +203.9%
S SENTINELONE INC 0.0%
Value $39 Shares 3 Est. Cost $17.94 Unrealized -22.2%
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $38 Shares 1 Est. Cost $32.14 Unrealized 0.0%
WEST WESTROCK COFFEE CO 0.0%
Value $0 Shares 31 Est. Cost $10.28 Unrealized -54.5%