Sterling Financial Planning, Inc. Diversified Active

CIK: 0001844278 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 28, 2021

Total Value ($000): $157,097 (100.0% shares, 0.0% debt)

Holdings (427)

IJJ ISHARES TR 6.1%
Value ($000) $9,633 Shares 93,490 Est. Cost $86.50 Unrealized
IJK ISHARES TR 5.9%
Value ($000) $9,268 Shares 117,039 Est. Cost $72.55 Unrealized
IVW ISHARES TR 5.9%
Value ($000) $9,223 Shares 124,784 Est. Cost $64.09 Unrealized
IJT ISHARES TR 5.7%
Value ($000) $8,936 Shares 68,718 Est. Cost $115.01 Unrealized
IJS ISHARES TR 5.2%
Value ($000) $8,224 Shares 81,694 Est. Cost $83.35 Unrealized
IAU ISHARES GOLD TR 4.7%
Value ($000) $7,455 Shares 223,145 Est. Cost $33.69 Unrealized
IJH ISHARES TR 3.9%
Value ($000) $6,151 Shares 23,382 Est. Cost $229.84 Unrealized
FNDX SCHWAB STRATEGIC TR 3.6%
Value ($000) $5,618 Shares 104,130 Est. Cost $45.29 Unrealized
IVV ISHARES TR 3.3%
Value ($000) $5,126 Shares 11,899 Est. Cost $375.36 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 3.1%
Value ($000) $4,930 Shares 97,640 Est. Cost $47.21 Unrealized
IDV ISHARES TR 2.6%
Value ($000) $4,010 Shares 131,816 Est. Cost $30.28 Unrealized
IVE ISHARES TR 2.5%
Value ($000) $3,965 Shares 27,264 Est. Cost $128.61 Unrealized
VYM VANGUARD WHITEHALL FDS 2.4%
Value ($000) $3,799 Shares 36,756 Est. Cost $93.32 Unrealized
VNQ VANGUARD INDEX FDS 2.1%
Value ($000) $3,226 Shares 31,696 Est. Cost $87.17 Unrealized
GLD SPDR GOLD TR 2.0%
Value ($000) $3,074 Shares 18,717 Est. Cost $175.83 Unrealized
FNDC SCHWAB STRATEGIC TR 1.9%
Value ($000) $2,937 Shares 75,864 Est. Cost $37.90 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $2,479 Shares 17,522 Est. Cost $118.74 Unrealized +21.2%
VOE VANGUARD INDEX FDS 1.5%
Value ($000) $2,330 Shares 16,689 Est. Cost $120.88 Unrealized
VBR VANGUARD INDEX FDS 1.4%
Value ($000) $2,153 Shares 12,723 Est. Cost $146.97 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $2,144 Shares 19,633 Est. Cost $91.88 Unrealized
EFG ISHARES TR 1.2%
Value ($000) $1,884 Shares 17,695 Est. Cost $102.33 Unrealized
VOT VANGUARD INDEX FDS 1.2%
Value ($000) $1,856 Shares 7,856 Est. Cost $215.24 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,682 Shares 10,415 Est. Cost $128.26 Unrealized +17.1%
DGS WISDOMTREE TR 1.0%
Value ($000) $1,555 Shares 29,079 Est. Cost $52.50 Unrealized
VBK VANGUARD INDEX FDS 1.0%
Value ($000) $1,541 Shares 5,501 Est. Cost $275.95 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,315 Shares 8,305 Est. Cost $133.20 Unrealized
SIGI SELECTIVE INS GROUP INC 0.7%
Value ($000) $1,152 Shares 15,258 Est. Cost $55.25 Unrealized +35.8%
PRFZ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,141 Shares 6,254 Est. Cost $150.99 Unrealized
SCZ ISHARES TR 0.7%
Value ($000) $1,135 Shares 15,255 Est. Cost $72.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,120 Shares 2,611 Est. Cost $373.99 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $867 Shares 264 Est. Cost $159.58 Unrealized +8.1%
LAKELAND BANCORP INC 0.5%
Value ($000) $838 Shares 47,550 Est. Cost $13.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $834 Shares 3,057 Est. Cost $220.20 Unrealized +27.5%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $824 Shares 16,484 Est. Cost $50.22 Unrealized
EMB ISHARES TR 0.5%
Value ($000) $754 Shares 6,847 Est. Cost $115.90 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $748 Shares 19,265 Est. Cost $38.50 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $720 Shares 2,012 Est. Cost $314.98 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $710 Shares 3,897 Est. Cost $136.91 Unrealized +18.9%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $678 Shares 4,417 Est. Cost $153.27 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $665 Shares 2,810 Est. Cost $213.01 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $640 Shares 1,887 Est. Cost $272.24 Unrealized +31.4%
MSFT MICROSOFT CORP 0.4%
Value ($000) $616 Shares 2,184 Est. Cost $224.88 Unrealized +24.8%
DE DEERE & CO 0.4%
Value ($000) $604 Shares 1,804 Est. Cost $232.12 Unrealized +46.2%
GOOGL ALPHABET INC 0.4%
Value ($000) $561 Shares 210 Est. Cost $86.60 Unrealized +56.0%
O REALTY INCOME CORP 0.4%
Value ($000) $559 Shares 8,626 Est. Cost $45.59 Unrealized +18.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $551 Shares 9,366 Est. Cost $30.36 Unrealized +59.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $546 Shares 2,265 Est. Cost $193.69 Unrealized +11.4%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $529 Shares 17,356 Est. Cost $32.13 Unrealized
PJAN INNOVATOR ETFS TR 0.3%
Value ($000) $518 Shares 15,858 Est. Cost $31.12 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $503 Shares 3,356 Est. Cost $127.48 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $487 Shares 1,083 Est. Cost $347.39 Unrealized +20.4%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $482 Shares 5,390 Est. Cost $90.46 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $459 Shares 3,051 Est. Cost $121.24 Unrealized +11.3%
HD HOME DEPOT INC 0.3%
Value ($000) $425 Shares 1,293 Est. Cost $242.47 Unrealized +21.5%
1ST CONSTITUTION BANCORP 0.3%
Value ($000) $405 Shares 17,121 Est. Cost $15.85 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $396 Shares 1,609 Est. Cost $214.58 Unrealized +6.3%
GOOG ALPHABET INC 0.3%
Value ($000) $394 Shares 148 Est. Cost $88.04 Unrealized +55.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $361 Shares 2,581 Est. Cost $123.64 Unrealized +2.9%
MDYV SPDR SER TR 0.2%
Value ($000) $338 Shares 5,108 Est. Cost $55.74 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $336 Shares 2,551 Est. Cost $131.66 Unrealized
DIVS GUINNESS ATKINSON FDS 0.2%
Value ($000) $335 Shares 13,390 Est. Cost $25.18 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $318 Shares 4,800 Est. Cost $53.34 Unrealized +25.0%
GOVT ISHARES TR 0.2%
Value ($000) $315 Shares 11,877 Est. Cost $26.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $307 Shares 2,211 Est. Cost $93.41 Unrealized +20.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $305 Shares 3,720 Est. Cost $82.20 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $300 Shares 4,783 Est. Cost $107.87 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $297 Shares 9,950 Est. Cost $29.86 Unrealized
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $289 Shares 700 Est. Cost $368.80 Unrealized +12.6%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $286 Shares 5,028 Est. Cost $57.02 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $278 Shares 2,576 Est. Cost $80.38 Unrealized +21.0%
TIP ISHARES TR 0.2%
Value ($000) $271 Shares 2,125 Est. Cost $127.68 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $267 Shares 1,364 Est. Cost $181.21 Unrealized +7.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $260 Shares 1,300 Est. Cost $147.45 Unrealized +27.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $258 Shares 4,778 Est. Cost $43.90 Unrealized -3.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $254 Shares 1,504 Est. Cost $140.23 Unrealized +24.2%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $252 Shares 1,054 Est. Cost $204.73 Unrealized +14.0%
DVY ISHARES TR 0.2%
Value ($000) $251 Shares 2,188 Est. Cost $96.52 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $237 Shares 306 Est. Cost $170.65 Unrealized +37.9%
LOW LOWES COS INC 0.1%
Value ($000) $227 Shares 1,118 Est. Cost $148.05 Unrealized +24.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $221 Shares 1,349 Est. Cost $98.14 Unrealized +42.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $221 Shares 1,129 Est. Cost $130.64 Unrealized +36.7%
T AT&T INC 0.1%
Value ($000) $220 Shares 8,143 Est. Cost $15.49 Unrealized +3.7%
MUB ISHARES TR 0.1%
Value ($000) $217 Shares 1,866 Est. Cost $116.83 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $216 Shares 1,836 Est. Cost $106.09 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $214 Shares 7,093 Est. Cost $29.45 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $199 Shares 5,135 Est. Cost $36.06 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $197 Shares 851 Est. Cost $141.36 Unrealized +67.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $190 Shares 1,870 Est. Cost $65.50 Unrealized +27.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $188 Shares 960 Est. Cost $106.49 Unrealized +51.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $185 Shares 1,781 Est. Cost $91.22 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $185 Shares 3,673 Est. Cost $51.61 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $184 Shares 461 Est. Cost $353.75 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $182 Shares 950 Est. Cost $153.98 Unrealized +24.7%
MDYG SPDR SER TR 0.1%
Value ($000) $178 Shares 2,353 Est. Cost $69.27 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $174 Shares 2,528 Est. Cost $93.96 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $173 Shares 1,561 Est. Cost $124.73 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $171 Shares 300 Est. Cost $570.00 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $169 Shares 877 Est. Cost $134.60 Unrealized +24.8%
EFA ISHARES TR 0.1%
Value ($000) $166 Shares 2,126 Est. Cost $75.44 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $165 Shares 626 Est. Cost $214.57 Unrealized +18.9%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $153 Shares 3,435 Est. Cost $44.89 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $152 Shares 900 Est. Cost $130.99 Unrealized +21.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $148 Shares 1,794 Est. Cost $82.47 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $146 Shares 1,020 Est. Cost $125.98 Unrealized +16.5%
SLYG SPDR SER TR 0.1%
Value ($000) $145 Shares 1,664 Est. Cost $77.85 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $140 Shares 3,294 Est. Cost $45.19 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $140 Shares 640 Est. Cost $221.24 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $139 Shares 479 Est. Cost $278.05 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $139 Shares 1,698 Est. Cost $66.06 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $131 Shares 2,338 Est. Cost $47.11 Unrealized +9.1%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $129 Shares 1,743 Est. Cost $72.79 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $129 Shares 4,736 Est. Cost $28.06 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $128 Shares 1,710 Est. Cost $64.95 Unrealized +1.8%
ABT ABBOTT LABS 0.1%
Value ($000) $127 Shares 1,077 Est. Cost $99.26 Unrealized +14.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $126 Shares 2,322 Est. Cost $38.60 Unrealized +27.6%
PDN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $123 Shares 3,285 Est. Cost $36.37 Unrealized
PNOV INNOVATOR ETFS TR 0.1%
Value ($000) $123 Shares 4,037 Est. Cost $28.98 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $122 Shares 1,415 Est. Cost $86.33 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $120 Shares 1,045 Est. Cost $114.99 Unrealized
CBU COMMUNITY BK SYS INC 0.1%
Value ($000) $114 Shares 1,668 Est. Cost $68.01 Unrealized -8.4%
IBB ISHARES TR 0.1%
Value ($000) $113 Shares 699 Est. Cost $151.87 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $112 Shares 1,426 Est. Cost $65.64 Unrealized +9.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $109 Shares 1,506 Est. Cost $64.61 Unrealized -0.9%
PFE PFIZER INC 0.1%
Value ($000) $105 Shares 2,438 Est. Cost $28.49 Unrealized +25.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $103 Shares 1,360 Est. Cost $73.42 Unrealized -2.4%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $100 Shares 632 Est. Cost $146.59 Unrealized +7.1%
MMM 3M CO 0.1%
Value ($000) $99 Shares 562 Est. Cost $119.52 Unrealized +14.9%
ORCL ORACLE CORP 0.1%
Value ($000) $99 Shares 1,141 Est. Cost $65.26 Unrealized +27.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $96 Shares 654 Est. Cost $135.38 Unrealized +4.6%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $95 Shares 921 Est. Cost $62.95 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $95 Shares 2,252 Est. Cost $37.78 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $93 Shares 2,375 Est. Cost $39.51 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $92 Shares 1,435 Est. Cost $60.63 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $92 Shares 734 Est. Cost $95.08 Unrealized +19.3%
CB CHUBB LIMITED 0.1%
Value ($000) $90 Shares 516 Est. Cost $130.07 Unrealized +26.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $89 Shares 1,320 Est. Cost $30.72 Unrealized +60.5%
SPMD SPDR SER TR 0.1%
Value ($000) $88 Shares 1,900 Est. Cost $46.32 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $85 Shares 600 Est. Cost $99.80 Unrealized +26.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $83 Shares 735 Est. Cost $82.95 Unrealized +37.6%
F FORD MTR CO DEL 0.1%
Value ($000) $83 Shares 5,860 Est. Cost $7.04 Unrealized +46.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $81 Shares 1,324 Est. Cost $48.92 Unrealized +10.1%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $81 Shares 774 Est. Cost $65.40 Unrealized +27.6%
INTC INTEL CORP 0.1%
Value ($000) $80 Shares 1,504 Est. Cost $44.15 Unrealized +12.8%
BP BP PLC 0.1%
Value ($000) $79 Shares 2,894 Est. Cost $25.28 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $78 Shares 1,826 Est. Cost $23.66 Unrealized +52.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $78 Shares 300 Est. Cost $236.86 Unrealized +19.5%
BJAN INNOVATOR ETFS TR 0.0%
Value ($000) $78 Shares 2,157 Est. Cost $33.07 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $78 Shares 1,430 Est. Cost $58.79 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $78 Shares 356 Est. Cost $250.65 Unrealized -1.1%
INNOVATOR ETFS TR 0.0%
Value ($000) $78 Shares 2,688 Est. Cost $27.16 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $77 Shares 567 Est. Cost $119.22 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $77 Shares 1,093 Est. Cost $52.05 Unrealized +17.6%
ITT ITT INC 0.0%
Value ($000) $75 Shares 878 Est. Cost $82.49 Unrealized +13.7%
XSOE WISDOMTREE TR 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $42.00 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $74 Shares 348 Est. Cost $196.32 Unrealized +2.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $73 Shares 1,257 Est. Cost $50.13 Unrealized +10.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $73 Shares 665 Est. Cost $88.24 Unrealized +19.8%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $71 Shares 1,932 Est. Cost $17.29 Unrealized +75.5%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $69 Shares 1,943 Est. Cost $34.12 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $64 Shares 3,100 Est. Cost $20.65 Unrealized
UFEB INNOVATOR ETFS TR 0.0%
Value ($000) $64 Shares 2,313 Est. Cost $25.94 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $43.33 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $63 Shares 400 Est. Cost $156.37 Unrealized -6.0%
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $62 Shares 2,177 Est. Cost $27.10 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $62 Shares 100 Est. Cost $447.44 Unrealized +50.2%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $61 Shares 1,448 Est. Cost $28.99 Unrealized +45.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $60 Shares 403 Est. Cost $115.10 Unrealized +17.0%
CPIX CUMBERLAND PHARMACEUTICALS I 0.0%
Value ($000) $59 Shares 22,031 Est. Cost $3.03 Unrealized -1.9%
VEREIT INC 0.0%
Value ($000) $58 Shares 1,272 Est. Cost $37.59 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $58 Shares 3,496 Est. Cost $9.94 Unrealized +33.5%
IWD ISHARES TR 0.0%
Value ($000) $58 Shares 368 Est. Cost $137.18 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $58 Shares 1,390 Est. Cost $37.41 Unrealized
INNOVATOR ETFS TR 0.0%
Value ($000) $57 Shares 2,058 Est. Cost $26.24 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $57 Shares 470 Est. Cost $92.76 Unrealized +25.9%
AGCO AGCO CORP 0.0%
Value ($000) $55 Shares 450 Est. Cost $113.13 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $55 Shares 200 Est. Cost $240.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $55 Shares 251 Est. Cost $192.22 Unrealized +16.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $55 Shares 394 Est. Cost $139.59 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $55 Shares 815 Est. Cost $24.64 Unrealized +15.1%
NUMV NUSHARES ETF TR 0.0%
Value ($000) $53 Shares 1,474 Est. Cost $34.96 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $49.24 Unrealized +0.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $52 Shares 1,140 Est. Cost $26.69 Unrealized +27.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $52 Shares 829 Est. Cost $59.11 Unrealized -1.0%
ADIV GUINNESS ATKINSON FDS 0.0%
Value ($000) $51 Shares 2,982 Est. Cost $17.10 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $48 Shares 1,125 Est. Cost $42.67 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $48 Shares 800 Est. Cost $47.96 Unrealized +22.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 215 Est. Cost $187.80 Unrealized +10.6%
DOW DOW INC 0.0%
Value ($000) $47 Shares 815 Est. Cost $40.78 Unrealized +17.2%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $46 Shares 1,544 Est. Cost $36.34 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 882 Est. Cost $43.08 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.0%
Value ($000) $45 Shares 525 Est. Cost $93.33 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $44 Shares 756 Est. Cost $35.66 Unrealized +26.5%
PPL PPL CORP 0.0%
Value ($000) $44 Shares 1,568 Est. Cost $23.20 Unrealized +6.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $43 Shares 448 Est. Cost $115.52 Unrealized -3.0%
SPYG SPDR SER TR 0.0%
Value ($000) $43 Shares 679 Est. Cost $56.59 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $42 Shares 600 Est. Cost $49.35 Unrealized +20.3%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 929 Est. Cost $38.26 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $42 Shares 1,150 Est. Cost $37.05 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $42 Shares 372 Est. Cost $97.22 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $42 Shares 269 Est. Cost $129.23 Unrealized +15.1%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $40 Shares 300 Est. Cost $136.67 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $40 Shares 500 Est. Cost $46.26 Unrealized +50.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $40 Shares 446 Est. Cost $87.67 Unrealized -2.7%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $40 Shares 2,612 Est. Cost $15.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $40 Shares 679 Est. Cost $50.03 Unrealized +9.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $40 Shares 1,850 Est. Cost $19.46 Unrealized
ASAN ASANA INC 0.0%
Value ($000) $39 Shares 375 Est. Cost $25.57 Unrealized +224.7%
IEFA ISHARES TR 0.0%
Value ($000) $39 Shares 526 Est. Cost $70.27 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $39 Shares 750 Est. Cost $55.76 Unrealized -15.7%
SO SOUTHERN CO 0.0%
Value ($000) $39 Shares 626 Est. Cost $49.52 Unrealized +10.4%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $38 Shares 2,502 Est. Cost $15.09 Unrealized
XBAP INNOVATOR ETFS TR 0.0%
Value ($000) $38 Shares 1,421 Est. Cost $26.74 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $38 Shares 250 Est. Cost $141.77 Unrealized 0.0%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $37 Shares 262 Est. Cost $123.19 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $36 Shares 915 Est. Cost $37.36 Unrealized
GLW CORNING INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $38.31 Unrealized -7.9%
SL GREEN RLTY CORP 0.0%
Value ($000) $35 Shares 498 Est. Cost $70.28 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $35 Shares 1,639 Est. Cost $28.07 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 86 Est. Cost $347.50 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $34 Shares 603 Est. Cost $53.51 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $34 Shares 54 Est. Cost $103.99 Unrealized +16.5%
UMAR INNOVATOR ETFS TR 0.0%
Value ($000) $33 Shares 1,141 Est. Cost $27.84 Unrealized
CSX CSX CORP 0.0%
Value ($000) $33 Shares 1,125 Est. Cost $30.07 Unrealized +0.2%
PJUN INNOVATOR ETFS TR 0.0%
Value ($000) $32 Shares 1,037 Est. Cost $30.86 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $32 Shares 288 Est. Cost $103.58 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 142 Est. Cost $198.58 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $31 Shares 107 Est. Cost $295.66 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $30 Shares 180 Est. Cost $103.86 Unrealized +52.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $29 Shares 310 Est. Cost $60.35 Unrealized +34.3%
USEP INNOVATOR ETFS TR 0.0%
Value ($000) $29 Shares 1,036 Est. Cost $27.03 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 144 Est. Cost $159.72 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $28 Shares 619 Est. Cost $45.23 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $28 Shares 383 Est. Cost $63.42 Unrealized -1.6%
ELV ANTHEM INC 0.0%
Value ($000) $28 Shares 75 Est. Cost $358.54 Unrealized -0.3%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $68.58 Unrealized +31.6%
CTVA CORTEVA INC 0.0%
Value ($000) $27 Shares 653 Est. Cost $33.76 Unrealized +22.1%
IYT ISHARES TR 0.0%
Value ($000) $27 Shares 112 Est. Cost $223.21 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $27 Shares 470 Est. Cost $56.16 Unrealized +9.5%
WPC WP CAREY INC 0.0%
Value ($000) $27 Shares 374 Est. Cost $72.19 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $60.53 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 115 Est. Cost $192.50 Unrealized
RMD RESMED INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $190.91 Unrealized +37.9%
CDK GLOBAL INC 0.0%
Value ($000) $26 Shares 600 Est. Cost $51.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 1,100 Est. Cost $27.03 Unrealized -9.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $26 Shares 540 Est. Cost $44.39 Unrealized
MET METLIFE INC 0.0%
Value ($000) $25 Shares 410 Est. Cost $37.01 Unrealized +42.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 564 Est. Cost $46.58 Unrealized -6.2%
BCS BARCLAYS PLC 0.0%
Value ($000) $25 Shares 2,397 Est. Cost $8.10 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $85.70 Unrealized +38.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $24 Shares 145 Est. Cost $133.05 Unrealized +18.7%
WAFD WASHINGTON FED INC 0.0%
Value ($000) $24 Shares 686 Est. Cost $20.00 Unrealized +40.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $23 Shares 659 Est. Cost $24.49 Unrealized +18.2%
USRT ISHARES TR 0.0%
Value ($000) $23 Shares 400 Est. Cost $57.50 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $23 Shares 478 Est. Cost $40.45 Unrealized +16.5%
DVA DAVITA INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $101.86 Unrealized +23.0%
OLP ONE LIBERTY PPTYS INC 0.0%
Value ($000) $22 Shares 726 Est. Cost $20.66 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $22 Shares 167 Est. Cost $57.65 Unrealized +77.4%
FTS FORTIS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $37.72 Unrealized +1.3%
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $21 Shares 675 Est. Cost $28.15 Unrealized
V VISA INC 0.0%
Value ($000) $21 Shares 94 Est. Cost $213.40 Unrealized +6.4%
IWR ISHARES TR 0.0%
Value ($000) $20 Shares 251 Est. Cost $68.00 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $20 Shares 1,666 Est. Cost $11.98 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $20 Shares 48 Est. Cost $323.21 Unrealized +29.3%
CALY CALLAWAY GOLF CO 0.0%
Value ($000) $19 Shares 700 Est. Cost $20.40 Unrealized +49.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $129.71 Unrealized -0.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $19 Shares 400 Est. Cost $23.04 Unrealized +80.5%
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $19 Shares 355 Est. Cost $49.30 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $19 Shares 350 Est. Cost $54.29 Unrealized
HPQ HP INC 0.0%
Value ($000) $18 Shares 642 Est. Cost $24.60 Unrealized 0.0%
POCT INNOVATOR ETFS TR 0.0%
Value ($000) $18 Shares 624 Est. Cost $27.24 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $18 Shares 280 Est. Cost $64.29 Unrealized
SUMO LOGIC INC 0.0%
Value ($000) $18 Shares 1,100 Est. Cost $23.40 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $18 Shares 66 Est. Cost $240.26 Unrealized +4.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $18 Shares 800 Est. Cost $25.36 Unrealized -2.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $17 Shares 205 Est. Cost $72.00 Unrealized +3.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $17 Shares 1,184 Est. Cost $12.68 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $17 Shares 150 Est. Cost $136.84 Unrealized +10.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $16 Shares 120 Est. Cost $115.97 Unrealized -0.4%
IAC IAC INTERACTIVECORP NEW 0.0%
Value ($000) $16 Shares 125 Est. Cost $129.53 Unrealized -14.9%
SHM SPDR SER TR 0.0%
Value ($000) $15 Shares 302 Est. Cost $49.67 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $15 Shares 160 Est. Cost $112.04 Unrealized -5.8%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 229 Est. Cost $58.82 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $15 Shares 98 Est. Cost $107.44 Unrealized +30.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $86.10 Unrealized +18.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $15 Shares 86 Est. Cost $129.28 Unrealized +40.7%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $14 Shares 128 Est. Cost $82.21 Unrealized +41.8%
IEMG ISHARES INC 0.0%
Value ($000) $14 Shares 234 Est. Cost $62.08 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $14 Shares 1,512 Est. Cost $8.60 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $66.82 Unrealized +36.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $14 Shares 147 Est. Cost $75.68 Unrealized +15.3%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $14 Shares 338 Est. Cost $66.94 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $14 Shares 112 Est. Cost $128.83 Unrealized +1.4%
BARRICK GOLD CORP 0.0%
Value ($000) $13 Shares 745 Est. Cost $19.93 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $13 Shares 157 Est. Cost $58.43 Unrealized +32.5%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $13 Shares 192 Est. Cost $67.71 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $13 Shares 246 Est. Cost $44.27 Unrealized +10.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $12 Shares 245 Est. Cost $41.17 Unrealized +23.0%
FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 242 Est. Cost $57.85 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $12 Shares 106 Est. Cost $118.20 Unrealized +6.3%
EMXC ISHARES INC 0.0%
Value ($000) $12 Shares 201 Est. Cost $54.73 Unrealized
SNSR GLOBAL X FDS 0.0%
Value ($000) $12 Shares 320 Est. Cost $31.25 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $12 Shares 411 Est. Cost $27.03 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $42.82 Unrealized +23.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.00 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $12 Shares 590 Est. Cost $22.03 Unrealized
AEHR AEHR TEST SYS 0.0%
Value ($000) $11 Shares 800 Est. Cost $7.18 Unrealized 0.0%
IYR ISHARES TR 0.0%
Value ($000) $11 Shares 104 Est. Cost $86.54 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $11 Shares 60 Est. Cost $150.00 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $11 Shares 127 Est. Cost $87.30 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $11 Shares 55 Est. Cost $200.81 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 334 Est. Cost $29.85 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $11 Shares 35 Est. Cost $284.55 Unrealized -0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $11 Shares 128 Est. Cost $67.41 Unrealized +14.9%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 805 Est. Cost $13.27 Unrealized -11.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $91.43 Unrealized +39.5%
RBLX ROBLOX CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $69.70 Unrealized +17.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $121.19 Unrealized +28.1%
BX BLACKSTONE INC 0.0%
Value ($000) $10 Shares 85 Est. Cost $49.26 Unrealized +103.7%
REET ISHARES TR 0.0%
Value ($000) $10 Shares 347 Est. Cost $28.82 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $10 Shares 112 Est. Cost $82.07 Unrealized -1.5%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.67 Unrealized 0.0%
NUMG NUSHARES ETF TR 0.0%
Value ($000) $9 Shares 171 Est. Cost $52.02 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $9 Shares 86 Est. Cost $82.48 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 15 Est. Cost $484.19 Unrealized +27.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.51 Unrealized +16.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $9 Shares 300 Est. Cost $16.89 Unrealized +53.9%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $221.90 Unrealized -5.2%
ATHERSYS INC NEW 0.0%
Value ($000) $9 Shares 7,000 Est. Cost $1.71 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $9 Shares 511 Est. Cost $13.70 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $9 Shares 192 Est. Cost $41.67 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $8 Shares 31 Est. Cost $400.26 Unrealized -15.8%
IXUS ISHARES TR 0.0%
Value ($000) $8 Shares 108 Est. Cost $74.07 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $8 Shares 48 Est. Cost $142.46 Unrealized +18.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $8 Shares 22 Est. Cost $204.61 Unrealized +58.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $8 Shares 208 Est. Cost $21.70 Unrealized +36.8%
BPOP POPULAR INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.30 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $8 Shares 84 Est. Cost $56.51 Unrealized +64.4%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $8 Shares 346 Est. Cost $42.41 Unrealized -46.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 338 Est. Cost $17.78 Unrealized +30.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $7 Shares 20 Est. Cost $280.94 Unrealized +19.7%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.69 Unrealized +41.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $7 Shares 24 Est. Cost $196.00 Unrealized +36.1%
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $34.82 Unrealized +27.7%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $7 Shares 350 Est. Cost $20.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $203.34 Unrealized -28.4%
WPP WPP PLC NEW 0.0%
Value ($000) $7 Shares 97 Est. Cost $51.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $308.19 Unrealized +24.9%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
WMT WALMART INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $45.24 Unrealized +0.5%
VIMEO INC 0.0%
Value ($000) $6 Shares 202 Est. Cost $49.50 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $6 Shares 40 Est. Cost $117.91 Unrealized +28.5%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.09 Unrealized +45.4%
PSEP INNOVATOR ETFS TR 0.0%
Value ($000) $6 Shares 202 Est. Cost $29.70 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $5 Shares 270 Est. Cost $18.52 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 182 Est. Cost $28.46 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $5 Shares 96 Est. Cost $41.67 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.35 Unrealized +12.7%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $5 Shares 180 Est. Cost $26.48 Unrealized 0.0%
BBJP J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $5 Shares 77 Est. Cost $51.95 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $223.63 Unrealized +36.5%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 19 Est. Cost $263.16 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $5 Shares 36 Est. Cost $113.78 Unrealized +25.7%
TECL DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 85 Est. Cost $78.24 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $59.99 Unrealized +2.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $5 Shares 250 Est. Cost $9.58 Unrealized +37.9%
EVRG EVERGY INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $44.68 Unrealized +22.8%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $198.05 Unrealized +6.3%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $4 Shares 46 Est. Cost $77.07 Unrealized -0.5%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $222.79 Unrealized +43.5%
NIO NIO INC 0.0%
Value ($000) $4 Shares 103 Est. Cost $48.54 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $78.43 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.21 Unrealized
HOPE HOPE BANCORP INC 0.0%
Value ($000) $4 Shares 281 Est. Cost $9.31 Unrealized +46.3%
EEMS ISHARES INC 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $4 Shares 159 Est. Cost $19.83 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $4 Shares 76 Est. Cost $40.17 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 133 Est. Cost $31.25 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $95.04 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $4 Shares 1,811 Est. Cost $2.21 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $4 Shares 24 Est. Cost $141.35 Unrealized +15.8%
LI LI AUTO INC 0.0%
Value ($000) $4 Shares 153 Est. Cost $26.14 Unrealized
BBCA J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $4 Shares 63 Est. Cost $63.49 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $4 Shares 142 Est. Cost $19.46 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $4 Shares 52 Est. Cost $30.16 Unrealized +16.8%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $4 Shares 26 Est. Cost $139.36 Unrealized +14.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $165.41 Unrealized +48.2%
BBEU J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $3 Shares 61 Est. Cost $65.57 Unrealized
BBAX J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $265.47 Unrealized +6.2%
TLT ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1158.08 Unrealized +38.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $3 Shares 89 Est. Cost $37.86 Unrealized 0.0%
ARKG ARK ETF TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $88.89 Unrealized
BYRN BYRNA TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $24.75 Unrealized 0.0%
EYEGATE PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 1,171 Est. Cost $5.12 Unrealized
FRONTLINE LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 40 Est. Cost $49.38 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $2 Shares 41 Est. Cost $41.60 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
META MATERIALS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 42 Est. Cost $25.55 Unrealized +19.5%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $77.45 Unrealized +21.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $33.58 Unrealized +34.2%
BYND BEYOND MEAT INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $147.03 Unrealized -16.8%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 44 Est. Cost $26.93 Unrealized -2.4%
DBX DROPBOX INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.36 Unrealized +52.5%
CEL-SCI CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.33 Unrealized
DRAFTKINGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $88.17 Unrealized -4.5%
CNS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 8 Est. Cost $75.21 Unrealized +11.7%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 19 Est. Cost Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $1 Shares 126 Est. Cost $4.19 Unrealized +64.1%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
MMLP MARTIN MIDSTREAM PRTNRS L P 0.0%
Value ($000) $1 Shares 443 Est. Cost $2.27 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.10 Unrealized -33.4%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 375 Est. Cost Unrealized
AVID BIOSERVICES INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized