CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $177,074 (100.0% shares, 0.0% debt)

Holdings (341)

CL Colgate Palmolive Co 5.7%
Value ($000) $10,061 Shares 110,682 Est. Cost $73.42 Unrealized +22.7%
AAPL Apple Inc 5.2%
Value ($000) $9,231 Shares 44,994 Est. Cost $119.08 Unrealized +69.1%
AVDV Avantis Intl Small Cap Value 5.1%
Value ($000) $9,116 Shares 114,987 Est. Cost $61.30 Unrealized
VEA Vanguard FTSE Developed Markets ETF 4.0%
Value ($000) $7,021 Shares 123,152 Est. Cost $49.96 Unrealized
IVLU IShares Edge MSCI Intl Value 3.4%
Value ($000) $6,066 Shares 184,435 Est. Cost $25.58 Unrealized
VYM Vanguard High Dividend Yield Index 3.2%
Value ($000) $5,653 Shares 42,404 Est. Cost $107.04 Unrealized
AVUV Avantis US Small Cap Value 3.0%
Value ($000) $5,378 Shares 59,036 Est. Cost $82.37 Unrealized
MSFT Microsoft Corp 2.4%
Value ($000) $4,271 Shares 8,587 Est. Cost $210.32 Unrealized +105.6%
IVV Ishares S&P 500 Index Fund 2.3%
Value ($000) $4,161 Shares 6,701 Est. Cost $490.58 Unrealized
VIG Vanguard Dividend Appreciation ETF 2.2%
Value ($000) $3,833 Shares 18,730 Est. Cost $154.66 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 2.0%
Value ($000) $3,495 Shares 58,221 Est. Cost $52.05 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.0%
Value ($000) $3,461 Shares 50,498 Est. Cost $52.40 Unrealized
IJR Ishares S&P Smallcap 600 1.9%
Value ($000) $3,402 Shares 31,131 Est. Cost $105.53 Unrealized
IJH iShares S&P MidCap 400 1.7%
Value ($000) $2,943 Shares 47,445 Est. Cost $76.09 Unrealized
VYMI Vanguard International High DVD Yield 1.7%
Value ($000) $2,939 Shares 36,687 Est. Cost $62.11 Unrealized
WMT Walmart Stores Inc 1.6%
Value ($000) $2,833 Shares 28,975 Est. Cost $57.10 Unrealized +66.0%
VSS Vanguard FTSE All World ex-US Small Cap ETF 1.5%
Value ($000) $2,642 Shares 19,657 Est. Cost $117.37 Unrealized
IRM Iron Mountain Inc New 1.4%
Value ($000) $2,547 Shares 24,834 Est. Cost $22.27 Unrealized +312.9%
JEPI JP Morgan Equity Premium Income ETF 1.4%
Value ($000) $2,503 Shares 44,033 Est. Cost $56.08 Unrealized
JPM J P Morgan Chase & Co 1.4%
Value ($000) $2,391 Shares 8,246 Est. Cost $99.84 Unrealized +153.1%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,383 Shares 15,599 Est. Cost $131.06 Unrealized +15.1%
RSP Invesco S & P 500 Equal Weight 1.3%
Value ($000) $2,336 Shares 12,856 Est. Cost $154.63 Unrealized
XOM Exxon Mobil Corp 1.3%
Value ($000) $2,252 Shares 20,889 Est. Cost $47.11 Unrealized +121.8%
EQWL Invesco S& P 100 Equal Weight ETF 1.2%
Value ($000) $2,153 Shares 19,574 Est. Cost $89.48 Unrealized
SPY Spdr Trust Series 1 1.2%
Value ($000) $2,080 Shares 3,367 Est. Cost $404.77 Unrealized
MCD McDonalds Corp 1.2%
Value ($000) $2,075 Shares 7,103 Est. Cost $193.55 Unrealized +56.8%
PG Procter & Gamble Co 1.2%
Value ($000) $2,059 Shares 12,923 Est. Cost $123.28 Unrealized +30.4%
CVX Chevron Corp 1.1%
Value ($000) $1,935 Shares 13,513 Est. Cost $71.87 Unrealized +90.6%
LOW Lowes Cos Inc 1.1%
Value ($000) $1,903 Shares 8,578 Est. Cost $150.25 Unrealized +46.8%
AVES Avantis Emerging Markets Value ETF 1.0%
Value ($000) $1,800 Shares 33,612 Est. Cost $48.43 Unrealized
VIGI Vanguard International DVD Apprecation 1.0%
Value ($000) $1,793 Shares 19,894 Est. Cost $74.16 Unrealized
FYLD Cambria Foreign Shareholder Yield ETF 0.8%
Value ($000) $1,437 Shares 49,145 Est. Cost $26.93 Unrealized
VFVA Vanguard US Value Factor ETF 0.7%
Value ($000) $1,318 Shares 11,141 Est. Cost $115.80 Unrealized
NSC Norfolk Southern Corp 0.7%
Value ($000) $1,250 Shares 4,885 Est. Cost $204.73 Unrealized +13.8%
ONEY SPDR Russell 1000 Yield Focus ETF 0.7%
Value ($000) $1,197 Shares 11,058 Est. Cost $110.40 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value ($000) $1,161 Shares 2,390 Est. Cost $257.21 Unrealized +97.4%
FISV Fiserv Inc 0.6%
Value ($000) $1,103 Shares 6,400 Est. Cost $110.23 Unrealized +64.5%
ETN Eaton Corp PLC 0.6%
Value ($000) $1,058 Shares 2,965 Est. Cost $103.87 Unrealized +195.3%
ORCL Oracle Corp 0.6%
Value ($000) $992 Shares 4,536 Est. Cost $94.06 Unrealized +71.0%
DIS The Walt Disney Co 0.5%
Value ($000) $949 Shares 7,653 Est. Cost $140.28 Unrealized -26.7%
KO Coca Cola Co 0.5%
Value ($000) $937 Shares 13,240 Est. Cost $45.88 Unrealized +52.1%
COP Conocophillips 0.5%
Value ($000) $931 Shares 10,376 Est. Cost $34.18 Unrealized +157.5%
AXP American Express Co 0.5%
Value ($000) $896 Shares 2,808 Est. Cost $103.86 Unrealized +169.0%
PEP PepsiCo Inc 0.5%
Value ($000) $891 Shares 6,749 Est. Cost $123.62 Unrealized +6.0%
RTX RTX Corporation 0.5%
Value ($000) $868 Shares 5,944 Est. Cost $62.13 Unrealized +112.1%
HD Home Depot Inc 0.5%
Value ($000) $865 Shares 2,360 Est. Cost $252.67 Unrealized +40.9%
PM Philip Morris International 0.5%
Value ($000) $850 Shares 4,665 Est. Cost $60.35 Unrealized +177.3%
MO Altria Group Inc 0.5%
Value ($000) $836 Shares 14,260 Est. Cost $27.41 Unrealized +104.1%
AMZN Amazon Com Inc 0.5%
Value ($000) $829 Shares 3,780 Est. Cost $128.04 Unrealized +54.6%
ABBV Abbvie Inc 0.5%
Value ($000) $821 Shares 4,423 Est. Cost $91.94 Unrealized +98.7%
EYLD Cambria Emerging Shareholder Yield ETF 0.4%
Value ($000) $791 Shares 21,895 Est. Cost $33.37 Unrealized
MRK Merck & Co., Inc 0.4%
Value ($000) $785 Shares 9,913 Est. Cost $65.90 Unrealized +17.4%
ACN Accenture PLC Cl A 0.4%
Value ($000) $784 Shares 2,624 Est. Cost $232.26 Unrealized +30.4%
AMGN Amgen Inc 0.4%
Value ($000) $776 Shares 2,778 Est. Cost $216.14 Unrealized +28.5%
LLY Lilly Eli & Co 0.4%
Value ($000) $741 Shares 950 Est. Cost $169.36 Unrealized +356.7%
V Visa Inc 0.4%
Value ($000) $731 Shares 2,060 Est. Cost $205.71 Unrealized +68.7%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $729 Shares 1 Est. Cost $366657.40 Unrealized +107.8%
EVRG Evergy Inc 0.4%
Value ($000) $712 Shares 10,327 Est. Cost $52.25 Unrealized +25.5%
ARES ARES Management LP 0.4%
Value ($000) $708 Shares 4,090 Est. Cost $38.71 Unrealized +301.1%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $692 Shares 2,219 Est. Cost $326.85 Unrealized +14.7%
INTU Intuit 0.4%
Value ($000) $662 Shares 841 Est. Cost $340.30 Unrealized +98.2%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $647 Shares 9,322 Est. Cost $35.89 Unrealized +68.2%
MPC Marathon Petroleum Corp 0.3%
Value ($000) $619 Shares 3,724 Est. Cost $31.29 Unrealized +372.7%
CI Cigna Group 0.3%
Value ($000) $616 Shares 1,862 Est. Cost $179.43 Unrealized +77.2%
SPGI S&P Global Inc 0.3%
Value ($000) $601 Shares 1,140 Est. Cost $342.41 Unrealized +45.0%
DHR Danaher Corp Del 0.3%
Value ($000) $595 Shares 3,014 Est. Cost $196.71 Unrealized -1.9%
GE GE Aerospace 0.3%
Value ($000) $574 Shares 2,230 Est. Cost $47.56 Unrealized +359.6%
GOOGL Alphabet Inc Cl A 0.3%
Value ($000) $560 Shares 3,175 Est. Cost $129.06 Unrealized +26.5%
DG Dollar General Corp 0.3%
Value ($000) $557 Shares 4,870 Est. Cost $92.43 Unrealized +6.2%
DE Deere & Co 0.3%
Value ($000) $553 Shares 1,087 Est. Cost $268.36 Unrealized +80.6%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $539 Shares 1,748 Est. Cost $147.45 Unrealized +105.1%
IBM International Business Machines 0.3%
Value ($000) $526 Shares 1,786 Est. Cost $93.93 Unrealized +170.2%
HON Honeywell Intl Inc 0.3%
Value ($000) $522 Shares 2,241 Est. Cost $165.17 Unrealized +20.9%
COST Costco Whsl Corp New 0.3%
Value ($000) $503 Shares 508 Est. Cost $351.09 Unrealized +182.2%
UNP Union Pac Corp 0.3%
Value ($000) $452 Shares 1,963 Est. Cost $199.03 Unrealized +9.8%
NKE Nike Inc 0.2%
Value ($000) $440 Shares 6,190 Est. Cost $120.60 Unrealized -51.0%
CAT Caterpillar Inc 0.2%
Value ($000) $439 Shares 1,131 Est. Cost $156.81 Unrealized +111.0%
COF Capital One Financial Corp 0.2%
Value ($000) $434 Shares 2,042 Est. Cost $185.05 Unrealized 0.0%
NVS Novartis AG ADR 0.2%
Value ($000) $415 Shares 3,430 Est. Cost $99.16 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $414 Shares 2,255 Est. Cost $99.12 Unrealized +72.0%
NUE Nucor Corp 0.2%
Value ($000) $412 Shares 3,184 Est. Cost $47.42 Unrealized +143.6%
T AT&T Inc 0.2%
Value ($000) $411 Shares 14,185 Est. Cost $16.24 Unrealized +66.0%
GLW Corning Inc 0.2%
Value ($000) $404 Shares 7,687 Est. Cost $32.23 Unrealized +43.7%
BAC Bank Of America Corporation 0.2%
Value ($000) $369 Shares 7,798 Est. Cost $24.45 Unrealized +69.5%
WFC Wells Fargo & Co New 0.2%
Value ($000) $367 Shares 4,585 Est. Cost $27.33 Unrealized +160.4%
EMR Emerson Electric Co 0.2%
Value ($000) $363 Shares 2,726 Est. Cost $71.79 Unrealized +58.2%
ABT Abbott Labs 0.2%
Value ($000) $359 Shares 2,638 Est. Cost $105.28 Unrealized +24.0%
OKE ONEOK Inc. 0.2%
Value ($000) $356 Shares 4,364 Est. Cost $35.79 Unrealized +125.4%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $356 Shares 3,700 Est. Cost $83.70 Unrealized +16.8%
MDLZ Mondelez International Inc 0.2%
Value ($000) $339 Shares 5,034 Est. Cost $51.28 Unrealized +27.0%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $336 Shares 7,267 Est. Cost $52.41 Unrealized -9.9%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $335 Shares 1,890 Est. Cost $109.82 Unrealized +50.1%
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $334 Shares 1,100 Est. Cost $204.10 Unrealized
NVO Novo-Nordisk A/S ADR 0.2%
Value ($000) $330 Shares 4,785 Est. Cost $80.54 Unrealized
UPS United Parcel Service Inc Cl B 0.2%
Value ($000) $326 Shares 3,228 Est. Cost $124.09 Unrealized -24.2%
PSX Phillips 66 0.2%
Value ($000) $324 Shares 2,718 Est. Cost $51.51 Unrealized +112.5%
SBUX Starbucks Corp 0.2%
Value ($000) $321 Shares 3,507 Est. Cost $85.34 Unrealized -0.2%
SYK Stryker Corp 0.2%
Value ($000) $309 Shares 780 Est. Cost $239.98 Unrealized +54.8%
NVDA Nvidia Corp 0.2%
Value ($000) $303 Shares 1,920 Est. Cost $93.06 Unrealized +35.2%
VZ Verizon Communications 0.2%
Value ($000) $295 Shares 6,821 Est. Cost $43.68 Unrealized -4.3%
GEV GE Vernova Inc 0.2%
Value ($000) $294 Shares 556 Est. Cost $415.97 Unrealized 0.0%
QQQ Invesco QQQ Trust Series I 0.2%
Value ($000) $273 Shares 495 Est. Cost $338.61 Unrealized
AMD Advanced Micor Devices 0.2%
Value ($000) $266 Shares 1,877 Est. Cost $108.87 Unrealized 0.0%
OLN Olin Corp 0.1%
Value ($000) $257 Shares 12,800 Est. Cost $20.30 Unrealized 0.0%
TGT Target Corp 0.1%
Value ($000) $249 Shares 2,529 Est. Cost $147.51 Unrealized -36.7%
RHI Robert Half Inc 0.1%
Value ($000) $245 Shares 5,960 Est. Cost $45.55 Unrealized 0.0%
AMT American Tower Corp 0.1%
Value ($000) $239 Shares 1,083 Est. Cost $200.44 Unrealized +5.0%
DVY Ishares Dow Jones Select Dividend Index Fund 0.1%
Value ($000) $236 Shares 1,779 Est. Cost $96.16 Unrealized
TXN Texas Instrs Inc 0.1%
Value ($000) $230 Shares 1,108 Est. Cost $135.97 Unrealized +28.2%
XEL Xcel Energy Inc 0.1%
Value ($000) $229 Shares 3,370 Est. Cost $56.58 Unrealized +19.9%
BG Bunge Global SA 0.1%
Value ($000) $221 Shares 2,750 Est. Cost $98.11 Unrealized -21.4%
DFAC Dimensional US Core Equity 2 0.1%
Value ($000) $208 Shares 5,816 Est. Cost $35.84 Unrealized
MET Metlife Inc 0.1%
Value ($000) $197 Shares 2,450 Est. Cost $39.99 Unrealized +89.6%
RSG Republic Services Inc 0.1%
Value ($000) $185 Shares 750 Est. Cost $245.13 Unrealized 0.0%
ENB Enbridge Inc 0.1%
Value ($000) $184 Shares 4,062 Est. Cost $43.78 Unrealized 0.0%
XAR SPDR S&P Aerospace & Defense ETF 0.1%
Value ($000) $182 Shares 865 Est. Cost $210.94 Unrealized
IXUS Ishares Core International Stock ETF 0.1%
Value ($000) $177 Shares 2,284 Est. Cost $77.31 Unrealized
HUN Huntsman Corp 0.1%
Value ($000) $174 Shares 16,709 Est. Cost $24.81 Unrealized -50.9%
KMB Kimberly Clark Corp 0.1%
Value ($000) $174 Shares 1,350 Est. Cost $131.73 Unrealized 0.0%
CB Chubb Limited 0.1%
Value ($000) $174 Shares 599 Est. Cost $286.98 Unrealized 0.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $171 Shares 6,659 Est. Cost $24.49 Unrealized +4.4%
IWD IShares Russell 1000 Value 0.1%
Value ($000) $170 Shares 877 Est. Cost $194.23 Unrealized
BUD Anheuser-Busch Inbev 0.1%
Value ($000) $170 Shares 2,470 Est. Cost $68.72 Unrealized
VXUS Vanguard Total Intl Stock Index Fd ETF 0.1%
Value ($000) $168 Shares 2,430 Est. Cost $69.09 Unrealized
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $163 Shares 370 Est. Cost $440.65 Unrealized
LUV Southwest Airls Co 0.1%
Value ($000) $161 Shares 4,957 Est. Cost $29.68 Unrealized 0.0%
HAL Halliburton Co 0.1%
Value ($000) $160 Shares 7,840 Est. Cost $20.56 Unrealized 0.0%
CNQ Canadian Natural Resources LTD 0.1%
Value ($000) $159 Shares 5,060 Est. Cost $29.98 Unrealized 0.0%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $153 Shares 4,279 Est. Cost $33.91 Unrealized 0.0%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $152 Shares 1,096 Est. Cost $138.68 Unrealized
STBA S & T Bancorp Inc 0.1%
Value ($000) $151 Shares 4,000 Est. Cost $36.53 Unrealized 0.0%
PFE Pfizer Inc 0.1%
Value ($000) $145 Shares 5,997 Est. Cost $22.35 Unrealized 0.0%
NTRS Northern Tr Corp 0.1%
Value ($000) $143 Shares 1,127 Est. Cost $100.50 Unrealized 0.0%
IVW IShares S&P 500 Growth Index Fund 0.1%
Value ($000) $142 Shares 1,292 Est. Cost $110.10 Unrealized
OGE OGE Energy Corp 0.1%
Value ($000) $142 Shares 3,200 Est. Cost $44.37 Unrealized 0.0%
PH Parker Hannifin Corp 0.1%
Value ($000) $140 Shares 200 Est. Cost $628.26 Unrealized 0.0%
POR Portland General Electric Co 0.1%
Value ($000) $139 Shares 3,411 Est. Cost $40.51 Unrealized 0.0%
CMI Cummins Inc 0.1%
Value ($000) $135 Shares 411 Est. Cost $305.67 Unrealized 0.0%
WMB Williams Companies Inc 0.1%
Value ($000) $134 Shares 2,136 Est. Cost $57.67 Unrealized 0.0%
MMM 3m Co 0.1%
Value ($000) $134 Shares 880 Est. Cost $141.25 Unrealized 0.0%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $134 Shares 4,320 Est. Cost $31.01 Unrealized
AMP Ameriprise Financial Inc 0.1%
Value ($000) $130 Shares 243 Est. Cost $490.23 Unrealized 0.0%
MDT Medtronic PLC 0.1%
Value ($000) $127 Shares 1,452 Est. Cost $83.50 Unrealized 0.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $122 Shares 264 Est. Cost $459.07 Unrealized 0.0%
TSN Tyson Foods Inc Class A 0.1%
Value ($000) $122 Shares 2,180 Est. Cost $56.13 Unrealized 0.0%
OC Owens Corning 0.1%
Value ($000) $121 Shares 880 Est. Cost $138.09 Unrealized 0.0%
TDY Teledyne Technologies Inc 0.1%
Value ($000) $118 Shares 230 Est. Cost $482.47 Unrealized 0.0%
FAST Fastenal Co 0.1%
Value ($000) $118 Shares 2,800 Est. Cost $40.11 Unrealized 0.0%
HSY Hershey Company 0.1%
Value ($000) $114 Shares 689 Est. Cost $161.62 Unrealized 0.0%
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $114 Shares 865 Est. Cost $132.14 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $113 Shares 815 Est. Cost $141.16 Unrealized 0.0%
BIIB Biogen Inc 0.1%
Value ($000) $112 Shares 894 Est. Cost $124.60 Unrealized 0.0%
NOC Northrop Grumman Corp 0.1%
Value ($000) $109 Shares 218 Est. Cost $486.10 Unrealized 0.0%
WLK Westlake Corp. 0.1%
Value ($000) $108 Shares 1,420 Est. Cost $80.28 Unrealized 0.0%
IWF Ishares Russell 1000 Growth 0.1%
Value ($000) $106 Shares 250 Est. Cost $424.58 Unrealized
IWM Ishares Russell 2000 0.1%
Value ($000) $105 Shares 488 Est. Cost $215.79 Unrealized
LULU Lululemon Athletica Inc 0.1%
Value ($000) $105 Shares 440 Est. Cost $275.46 Unrealized 0.0%
META Meta Platforms Inc 0.1%
Value ($000) $101 Shares 137 Est. Cost $616.61 Unrealized 0.0%
XYL Xylem Inc 0.1%
Value ($000) $101 Shares 779 Est. Cost $120.19 Unrealized 0.0%
GILD Gilead SCI Inc 0.1%
Value ($000) $100 Shares 900 Est. Cost $104.39 Unrealized 0.0%
IAUM IShares Gold Trust Micro ETF 0.1%
Value ($000) $99 Shares 3,000 Est. Cost $32.99 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $97 Shares 1,963 Est. Cost $49.51 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $97 Shares 607 Est. Cost $145.02 Unrealized 0.0%
MAS Masco Corp 0.1%
Value ($000) $97 Shares 1,500 Est. Cost $62.21 Unrealized 0.0%
PAA Plains All American Pipeline LP 0.1%
Value ($000) $96 Shares 5,255 Est. Cost $18.32 Unrealized
AEE Ameren Corp 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $95.15 Unrealized 0.0%
BK Bank New York Mellon Corp 0.1%
Value ($000) $94 Shares 1,035 Est. Cost $83.95 Unrealized 0.0%
CNI Canadian National Railway Co 0.1%
Value ($000) $94 Shares 903 Est. Cost $100.61 Unrealized 0.0%
LIN Linde PLC 0.1%
Value ($000) $94 Shares 200 Est. Cost $452.31 Unrealized 0.0%
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $91 Shares 802 Est. Cost $113.21 Unrealized
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $90 Shares 626 Est. Cost $137.35 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $87 Shares 520 Est. Cost $147.12 Unrealized 0.0%
VLTO VERALTO CORP COM 0.0%
Value ($000) $87 Shares 865 Est. Cost $96.15 Unrealized 0.0%
YUM Yum! Brands Inc 0.0%
Value ($000) $86 Shares 580 Est. Cost $144.17 Unrealized 0.0%
MCK McKesson Corp 0.0%
Value ($000) $86 Shares 117 Est. Cost $703.74 Unrealized 0.0%
ITW Illinois Tool Works 0.0%
Value ($000) $86 Shares 346 Est. Cost $237.16 Unrealized 0.0%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $83 Shares 1,230 Est. Cost $64.65 Unrealized 0.0%
IWN Ishares Russell 2000 Value Index Fund 0.0%
Value ($000) $83 Shares 525 Est. Cost $157.76 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $83 Shares 100 Est. Cost $680.44 Unrealized 0.0%
DHI D R Horton Inc 0.0%
Value ($000) $82 Shares 635 Est. Cost $122.31 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $81 Shares 1,800 Est. Cost $40.76 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $80 Shares 1,122 Est. Cost $68.18 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $80 Shares 381 Est. Cost $188.88 Unrealized 0.0%
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $79 Shares 404 Est. Cost $195.42 Unrealized
SCHW Schwab Charles Corp New 0.0%
Value ($000) $79 Shares 862 Est. Cost $83.15 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $76 Shares 7,005 Est. Cost $9.87 Unrealized 0.0%
TM Toyota Motor Corp 0.0%
Value ($000) $75 Shares 438 Est. Cost $172.26 Unrealized
CFFN Capitol Federal Financial Inc 0.0%
Value ($000) $74 Shares 12,111 Est. Cost $8.04 Unrealized -33.1%
WM Waste Mgmt Inc Del 0.0%
Value ($000) $73 Shares 320 Est. Cost $229.63 Unrealized 0.0%
PEG Public Svc Enterprise Group 0.0%
Value ($000) $73 Shares 864 Est. Cost $78.91 Unrealized 0.0%
DINO HF Sinclair Corporation 0.0%
Value ($000) $73 Shares 1,770 Est. Cost $33.55 Unrealized 0.0%
DD DuPont de Nemours Inc. 0.0%
Value ($000) $72 Shares 1,050 Est. Cost $27.31 Unrealized 0.0%
FCNCA First Citizens BancShares, Inc - Cl A 0.0%
Value ($000) $70 Shares 36 Est. Cost $1809.21 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $70 Shares 160 Est. Cost $438.40 Unrealized
LEA Lear Corp 0.0%
Value ($000) $69 Shares 730 Est. Cost $86.13 Unrealized 0.0%
KIM Kimco Realty Corp 0.0%
Value ($000) $68 Shares 3,255 Est. Cost $20.07 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value ($000) $68 Shares 600 Est. Cost $106.34 Unrealized 0.0%
EOG Eog Res Inc 0.0%
Value ($000) $65 Shares 540 Est. Cost $112.08 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $64 Shares 542 Est. Cost $115.43 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $62 Shares 1,080 Est. Cost $54.47 Unrealized 0.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $62 Shares 623 Est. Cost $95.42 Unrealized 0.0%
ARW Arrow Electrs Inc 0.0%
Value ($000) $62 Shares 483 Est. Cost $114.83 Unrealized 0.0%
CLX The Clorox Company 0.0%
Value ($000) $61 Shares 510 Est. Cost $130.41 Unrealized 0.0%
LW Lamb Weston Holding Inc 0.0%
Value ($000) $61 Shares 1,173 Est. Cost $52.75 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $59 Shares 745 Est. Cost $80.18 Unrealized 0.0%
CTVA Corteva Inc. 0.0%
Value ($000) $59 Shares 792 Est. Cost $66.17 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $58 Shares 907 Est. Cost $59.90 Unrealized 0.0%
BTI British American Tobacco ADR 0.0%
Value ($000) $55 Shares 1,160 Est. Cost $47.33 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $54 Shares 1,051 Est. Cost $53.78 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $54 Shares 2,629 Est. Cost $22.44 Unrealized 0.0%
WAB Wabtec Corp 0.0%
Value ($000) $53 Shares 254 Est. Cost $191.67 Unrealized 0.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $50.58 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $51 Shares 402 Est. Cost $137.79 Unrealized 0.0%
FSLR First Solar Inc 0.0%
Value ($000) $50 Shares 305 Est. Cost $147.64 Unrealized 0.0%
BLK Blackrock Inc 0.0%
Value ($000) $50 Shares 48 Est. Cost $933.09 Unrealized 0.0%
LHX L3Harris Technologies 0.0%
Value ($000) $50 Shares 200 Est. Cost $227.05 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $49 Shares 2,197 Est. Cost $20.72 Unrealized 0.0%
SIVR ABRDN Physical Silver Shares ETF 0.0%
Value ($000) $48 Shares 1,400 Est. Cost $34.41 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $48 Shares 1,817 Est. Cost $27.80 Unrealized 0.0%
TSM Taiwan Semiconductor Mfg Ltd Sponsored Adr 0.0%
Value ($000) $45 Shares 200 Est. Cost $226.49 Unrealized
CEG Constellation Energy 0.0%
Value ($000) $43 Shares 133 Est. Cost $263.84 Unrealized 0.0%
MS Morgan Stanley Com New 0.0%
Value ($000) $42 Shares 300 Est. Cost $120.96 Unrealized 0.0%
ALL Allstate Corp 0.0%
Value ($000) $40 Shares 200 Est. Cost $196.87 Unrealized 0.0%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $40 Shares 70 Est. Cost $566.49 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $39 Shares 70 Est. Cost $551.47 Unrealized 0.0%
ROP Roper Technologies 0.0%
Value ($000) $39 Shares 69 Est. Cost $562.13 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $38 Shares 222 Est. Cost $180.47 Unrealized 0.0%
EIX Edison Intl 0.0%
Value ($000) $38 Shares 736 Est. Cost $53.08 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $38 Shares 872 Est. Cost $43.57 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $38 Shares 415 Est. Cost $95.97 Unrealized 0.0%
SNA Snap-On Inc 0.0%
Value ($000) $37 Shares 119 Est. Cost $312.59 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $35 Shares 1,200 Est. Cost $26.76 Unrealized 0.0%
NOV NOV Inc Com 0.0%
Value ($000) $35 Shares 2,830 Est. Cost $12.60 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $34 Shares 1,128 Est. Cost $29.93 Unrealized
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $34 Shares 4,197 Est. Cost $8.02 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $34 Shares 373 Est. Cost $79.75 Unrealized 0.0%
GSK GSK PLC - Spon ADR 0.0%
Value ($000) $33 Shares 872 Est. Cost $38.40 Unrealized
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $33 Shares 182 Est. Cost $182.82 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $33 Shares 528 Est. Cost $57.93 Unrealized 0.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $32 Shares 545 Est. Cost $52.90 Unrealized 0.0%
Nuveen Floating Rate Income 0.0%
Value ($000) $32 Shares 3,742 Est. Cost $8.47 Unrealized
SHEL Shell PLC-ADR 0.0%
Value ($000) $31 Shares 439 Est. Cost $70.41 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $31 Shares 129 Est. Cost $241.48 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $30 Shares 95 Est. Cost $301.28 Unrealized 0.0%
IAGG iShares Core Internat'l Agg Bond ETF 0.0%
Value ($000) $28 Shares 553 Est. Cost $51.09 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $27 Shares 900 Est. Cost $29.99 Unrealized 0.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $26 Shares 245 Est. Cost $104.25 Unrealized 0.0%
D Dominion Energy Inc 0.0%
Value ($000) $25 Shares 445 Est. Cost $53.16 Unrealized 0.0%
AB AllianceBernstein Holding LP 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.83 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $24 Shares 225 Est. Cost $108.63 Unrealized 0.0%
GEHC GE Healthcare Technology 0.0%
Value ($000) $24 Shares 318 Est. Cost $69.54 Unrealized 0.0%
PAYC Paycom Software Inc Com 0.0%
Value ($000) $23 Shares 100 Est. Cost $235.94 Unrealized 0.0%
FE Firstenergy Corp 0.0%
Value ($000) $22 Shares 552 Est. Cost $40.27 Unrealized 0.0%
CARR Carrier Global Corporation 0.0%
Value ($000) $22 Shares 300 Est. Cost $67.32 Unrealized 0.0%
SYF Synchrony Financial 0.0%
Value ($000) $21 Shares 320 Est. Cost $55.34 Unrealized 0.0%
BND Vanguard Total Bond Market EFT 0.0%
Value ($000) $21 Shares 288 Est. Cost $73.63 Unrealized
CVS CVS Corp 0.0%
Value ($000) $21 Shares 302 Est. Cost $64.19 Unrealized 0.0%
MU Micron Technology Inc 0.0%
Value ($000) $21 Shares 168 Est. Cost $93.22 Unrealized 0.0%
DSEP FT Vest U.S. Equity Deep Buffer ETF - Septemb 0.0%
Value ($000) $20 Shares 482 Est. Cost $42.40 Unrealized
DEO Diageo Plc 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.84 Unrealized
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $20 Shares 256 Est. Cost $75.82 Unrealized 0.0%
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $19 Shares 430 Est. Cost $45.29 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $19 Shares 70 Est. Cost $215.92 Unrealized 0.0%
PPLT ABRDN Physical Platinum Shares ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $122.87 Unrealized
TotalEnergies SE - Sponsore 0.0%
Value ($000) $18 Shares 300 Est. Cost $61.39 Unrealized
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $18 Shares 600 Est. Cost $30.68 Unrealized
SO Southern Co 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.99 Unrealized 0.0%
EFA IShares Msci Eafe Index Fund 0.0%
Value ($000) $18 Shares 199 Est. Cost $89.39 Unrealized
PSA Public Storage 0.0%
Value ($000) $18 Shares 60 Est. Cost $287.46 Unrealized 0.0%
PPH VanEck Pharmaceutical ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $87.96 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $74.95 Unrealized 0.0%
APAM Artisan Partners Asset MA-A 0.0%
Value ($000) $18 Shares 395 Est. Cost $36.88 Unrealized 0.0%
RY Royal Bank of Canada 0.0%
Value ($000) $17 Shares 133 Est. Cost $122.31 Unrealized 0.0%
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $17 Shares 658 Est. Cost $26.47 Unrealized
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $17 Shares 1,600 Est. Cost $10.66 Unrealized
AZN AstraZeneca PLC ADR 0.0%
Value ($000) $17 Shares 240 Est. Cost $69.88 Unrealized
GRMN Garmin LTD 0.0%
Value ($000) $17 Shares 80 Est. Cost $196.09 Unrealized 0.0%
MUB Ishares S&P National AMT Free Bond Muni 0.0%
Value ($000) $16 Shares 150 Est. Cost $104.48 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $15 Shares 600 Est. Cost $26.66 Unrealized 0.0%
C Citigroup Inc 0.0%
Value ($000) $15 Shares 182 Est. Cost $71.20 Unrealized 0.0%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $15 Shares 1,305 Est. Cost $9.33 Unrealized 0.0%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $15 Shares 163 Est. Cost $90.98 Unrealized
BHP BHP Group LTD 0.0%
Value ($000) $14 Shares 300 Est. Cost $48.09 Unrealized
FTS Fortis Inc 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.59 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $14 Shares 132 Est. Cost $100.28 Unrealized 0.0%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $14 Shares 99 Est. Cost $139.09 Unrealized
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $13 Shares 937 Est. Cost $13.87 Unrealized
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $13 Shares 930 Est. Cost $13.88 Unrealized
IEFA IShares Core MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 154 Est. Cost $83.48 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $13 Shares 305 Est. Cost $41.16 Unrealized 0.0%
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $122.91 Unrealized 0.0%
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $13 Shares 102 Est. Cost $123.58 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $13 Shares 55 Est. Cost $215.22 Unrealized 0.0%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $12 Shares 78 Est. Cost $146.85 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $12 Shares 267 Est. Cost $44.71 Unrealized 0.0%
PFG Principal Financial Group 0.0%
Value ($000) $12 Shares 150 Est. Cost $74.81 Unrealized 0.0%
ADI Analog Devices 0.0%
Value ($000) $12 Shares 50 Est. Cost $206.04 Unrealized 0.0%
AIG American International Group 0.0%
Value ($000) $12 Shares 138 Est. Cost $82.00 Unrealized 0.0%
VFC V F Corp 0.0%
Value ($000) $11 Shares 938 Est. Cost $12.39 Unrealized 0.0%
CSX Csx Corp 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.78 Unrealized 0.0%
PLD Prologis Inc Com 0.0%
Value ($000) $10 Shares 92 Est. Cost $102.32 Unrealized 0.0%
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $10 Shares 625 Est. Cost $15.47 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $9 Shares 125 Est. Cost $71.09 Unrealized 0.0%
KTB Kontoor Brands Inc. 0.0%
Value ($000) $9 Shares 132 Est. Cost $64.65 Unrealized 0.0%
Interpublic Group Of Co 0.0%
Value ($000) $8 Shares 342 Est. Cost $23.79 Unrealized 0.0%
NFLX Netflix Inc 0.0%
Value ($000) $8 Shares 6 Est. Cost $113.07 Unrealized 0.0%
SOLV Solventum Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.81 Unrealized 0.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $8 Shares 848 Est. Cost $8.61 Unrealized 0.0%
LKQ Lkq Corp 0.0%
Value ($000) $7 Shares 200 Est. Cost $38.97 Unrealized 0.0%
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $7 Shares 615 Est. Cost $11.93 Unrealized
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $7 Shares 299 Est. Cost $24.21 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.94 Unrealized 0.0%
OGS One Gas Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.12 Unrealized 0.0%
WTM White Mountains Insurance 0.0%
Value ($000) $7 Shares 4 Est. Cost $1778.53 Unrealized 0.0%
John Hancock Preferred Income III 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.26 Unrealized
PHG Koninklijke Philips NVR-NY 0.0%
Value ($000) $7 Shares 290 Est. Cost $23.98 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $135.02 Unrealized 0.0%
AMBA Ambarella Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.03 Unrealized 0.0%
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.79 Unrealized
CC Chemours Co 0.0%
Value ($000) $6 Shares 522 Est. Cost $11.07 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $5 Shares 29 Est. Cost $157.45 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value ($000) $5 Shares 12 Est. Cost $396.61 Unrealized 0.0%
SYLD Cambria Shareholder Yield ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $65.03 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $4 Shares 370 Est. Cost $11.48 Unrealized
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $4 Shares 403 Est. Cost $10.37 Unrealized
FMC F M C Corp Com New 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.30 Unrealized 0.0%
LARK Landmark Bancorp Inc 0.0%
Value ($000) $4 Shares 151 Est. Cost $26.77 Unrealized 0.0%
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $3 Shares 312 Est. Cost $10.16 Unrealized
STZ Constellation Brands Inc-A 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.63 Unrealized 0.0%
NWL Newell Brands Inc. 0.0%
Value ($000) $3 Shares 465 Est. Cost $5.09 Unrealized 0.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.75 Unrealized 0.0%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 40 Est. Cost $55.98 Unrealized 0.0%
Blackrock Enhanced Int'l Dividend Trust 0.0%
Value ($000) $2 Shares 386 Est. Cost $5.79 Unrealized
Hess Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost $138.56 Unrealized
KNF Knife River Corp 0.0%
Value ($000) $2 Shares 25 Est. Cost $91.06 Unrealized 0.0%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $2 Shares 33 Est. Cost $47.57 Unrealized 0.0%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $36.16 Unrealized 0.0%
MDU Mdu Resources Group Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.45 Unrealized 0.0%
ECG Everus Construction Group Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.62 Unrealized 0.0%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $1 Shares 330 Est. Cost $3.88 Unrealized 0.0%
KLG WK KELLOGG CO COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.96 Unrealized