SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $275,127 (100.0% shares, 0.0% debt)

Holdings (484)

AAPL APPLE INC COM 15.6%
Value ($000) $42,892 Shares 168,448 Est. Cost $128.22 Unrealized +75.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 10.4%
Value ($000) $28,518 Shares 56,726 Est. Cost $222.75 Unrealized +117.4%
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $10,663 Shares 20,586 Est. Cost $222.96 Unrealized +128.2%
NVDA NVIDIA CORP COM 3.3%
Value ($000) $9,214 Shares 49,383 Est. Cost $97.48 Unrealized +78.8%
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 3.3%
Value ($000) $9,078 Shares 90,154 Est. Cost $100.59 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF SHS 2.4%
Value ($000) $6,577 Shares 156,494 Est. Cost $27.13 Unrealized
COST COSTCO WHSL CORP NEW COM 2.4%
Value ($000) $6,496 Shares 7,017 Est. Cost $594.84 Unrealized +60.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.2%
Value ($000) $6,034 Shares 8 Est. Cost $330761.80 Unrealized +119.8%
AVAV AEROVIRONMENT INC COM 2.0%
Value ($000) $5,538 Shares 17,588 Est. Cost $86.08 Unrealized +200.5%
GOOG ALPHABET INC CAP STK CL C 2.0%
Value ($000) $5,535 Shares 22,727 Est. Cost $109.42 Unrealized +91.9%
GOOGL ALPHABET INC CL A 1.8%
Value ($000) $4,919 Shares 20,235 Est. Cost $112.18 Unrealized +86.5%
JPM JPMORGAN CHASE & CO COM 1.6%
Value ($000) $4,463 Shares 14,148 Est. Cost $108.27 Unrealized +173.3%
SYK STRYKER CORP COMMON 1.6%
Value ($000) $4,351 Shares 11,770 Est. Cost $219.95 Unrealized +74.8%
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $4,288 Shares 27,612 Est. Cost $69.79 Unrealized +118.2%
SBUX STARBUCKS CORP COM 1.5%
Value ($000) $4,125 Shares 48,755 Est. Cost $84.32 Unrealized +5.0%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $3,617 Shares 16,473 Est. Cost $123.88 Unrealized +82.7%
SPY SPDR S&P 500 ETF TR TR UNIT 1.3%
Value ($000) $3,567 Shares 5,355 Est. Cost $382.63 Unrealized
FAST FASTENAL CO COM 1.2%
Value ($000) $3,348 Shares 68,269 Est. Cost $30.18 Unrealized +55.5%
CGUS CAPITAL GROUP CORE EQUITY ETF SHS 1.1%
Value ($000) $3,142 Shares 79,468 Est. Cost $31.04 Unrealized
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $2,525 Shares 13,620 Est. Cost $132.30 Unrealized +28.1%
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF SHS 0.9%
Value ($000) $2,455 Shares 82,872 Est. Cost $23.39 Unrealized
GBX GREENBRIER COS INC COM 0.9%
Value ($000) $2,351 Shares 50,927 Est. Cost $29.02 Unrealized +61.8%
TMSL T ROWE PRICE EXCHANGE-TRADED FDS INC SMALL-MID CAP ETF 0.8%
Value ($000) $2,306 Shares 65,579 Est. Cost $32.35 Unrealized
TSLA TESLA INC COM 0.8%
Value ($000) $2,100 Shares 4,723 Est. Cost $234.17 Unrealized +48.1%
AMGN AMGEN INC COM 0.7%
Value ($000) $2,053 Shares 7,276 Est. Cost $200.23 Unrealized +43.1%
NKE NIKE INC CL B 0.7%
Value ($000) $2,047 Shares 29,350 Est. Cost $112.64 Unrealized -34.5%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $1,966 Shares 14,984 Est. Cost $73.45 Unrealized +84.5%
EW EDWARDS LIFESCIENCES CORP COM 0.7%
Value ($000) $1,956 Shares 25,145 Est. Cost $83.54 Unrealized -6.5%
LIN LINDE PLC NEW SHS ISIN#IE000S9YS762 0.7%
Value ($000) $1,816 Shares 3,822 Est. Cost $322.30 Unrealized +46.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.7%
Value ($000) $1,794 Shares 2,930 Est. Cost $435.18 Unrealized
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 0.6%
Value ($000) $1,785 Shares 35,294 Est. Cost $50.22 Unrealized
MINO PIMCO ETF TR MUN INCOME OPPORTUNITIES ACTIVE EXCHANGE TRADED FD 0.6%
Value ($000) $1,664 Shares 36,723 Est. Cost $44.75 Unrealized
TRMB TRIMBLE INC COM 0.6%
Value ($000) $1,623 Shares 19,880 Est. Cost $58.48 Unrealized +39.5%
TKR TIMKEN CO COM 0.6%
Value ($000) $1,623 Shares 21,586 Est. Cost $68.06 Unrealized +13.3%
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,601 Shares 2,180 Est. Cost $273.00 Unrealized +172.2%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,532 Shares 3,210 Est. Cost $208.82 Unrealized +103.7%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,510 Shares 13,390 Est. Cost $39.55 Unrealized +177.4%
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $1,438 Shares 9,361 Est. Cost $126.66 Unrealized +22.3%
WINN HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF 0.5%
Value ($000) $1,358 Shares 43,595 Est. Cost $22.34 Unrealized
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $1,349 Shares 54,432 Est. Cost $25.12 Unrealized +0.3%
QQQ INVESCO QQQ TR UNIT SER 1 0.5%
Value ($000) $1,271 Shares 2,117 Est. Cost $329.99 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS 0.4%
Value ($000) $1,232 Shares 28,061 Est. Cost $30.43 Unrealized
ASML ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100 0.4%
Value ($000) $1,228 Shares 1,268 Est. Cost $745.97 Unrealized
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.4%
Value ($000) $1,220 Shares 11,050 Est. Cost $116.88 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $1,204 Shares 14,363 Est. Cost $29.41 Unrealized +173.6%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $1,113 Shares 23,035 Est. Cost $38.10 Unrealized +21.7%
TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF 0.4%
Value ($000) $1,099 Shares 22,474 Est. Cost $29.39 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $1,079 Shares 8,417 Est. Cost $90.43 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS 0.4%
Value ($000) $1,012 Shares 29,625 Est. Cost $26.84 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.4%
Value ($000) $1,011 Shares 8,831 Est. Cost $131.96 Unrealized -11.3%
TCAF T ROWE PRICE EXCHANGE-TRADED FDS INC CAP APPRECIATION EQUITY ETF 0.4%
Value ($000) $968 Shares 25,689 Est. Cost $33.81 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $967 Shares 37,962 Est. Cost $31.75 Unrealized -24.0%
COLB COLUMBIA BKG SYS INC COM 0.4%
Value ($000) $966 Shares 37,519 Est. Cost $24.92 Unrealized -0.3%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $925 Shares 8,330 Est. Cost $60.49 Unrealized +85.6%
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.3%
Value ($000) $915 Shares 20,233 Est. Cost $25.92 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $896 Shares 2,211 Est. Cost $250.07 Unrealized +55.6%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $869 Shares 19,277 Est. Cost $49.15 Unrealized -7.4%
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.3%
Value ($000) $861 Shares 11,225 Est. Cost $51.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.3%
Value ($000) $859 Shares 3,045 Est. Cost $158.60 Unrealized +63.7%
BAC BANK AMER CORP COM 0.3%
Value ($000) $856 Shares 16,589 Est. Cost $28.16 Unrealized +71.7%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $803 Shares 1,053 Est. Cost $252.99 Unrealized +193.4%
MTUS METALLUS INC COM 0.3%
Value ($000) $797 Shares 48,220 Est. Cost $4.52 Unrealized +260.6%
BA BOEING CO COM 0.3%
Value ($000) $764 Shares 3,538 Est. Cost $194.08 Unrealized +16.2%
CGIE CAPITAL GROUP INTL EQUITY ETF SHS 0.3%
Value ($000) $740 Shares 21,952 Est. Cost $32.17 Unrealized
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.3%
Value ($000) $701 Shares 9,542 Est. Cost $65.18 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $700 Shares 15,918 Est. Cost $39.98 Unrealized +6.3%
SNOW SNOWFLAKE INC COM 0.3%
Value ($000) $692 Shares 3,070 Est. Cost $249.98 Unrealized -14.1%
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $691 Shares 7,256 Est. Cost $93.18 Unrealized -2.0%
KO COCA COLA CO COM 0.2%
Value ($000) $671 Shares 10,114 Est. Cost $48.54 Unrealized +39.9%
WMT WALMART INC COM 0.2%
Value ($000) $636 Shares 6,169 Est. Cost $52.37 Unrealized +89.5%
RTX RTX CORP COM 0.2%
Value ($000) $595 Shares 3,554 Est. Cost $68.73 Unrealized +124.5%
MMM 3M CO COM 0.2%
Value ($000) $586 Shares 3,775 Est. Cost $103.91 Unrealized +47.3%
ORCL ORACLE CORP COM 0.2%
Value ($000) $579 Shares 2,058 Est. Cost $80.85 Unrealized +214.4%
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $557 Shares 6,642 Est. Cost $75.21 Unrealized +7.7%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.2%
Value ($000) $538 Shares 17,216 Est. Cost $25.48 Unrealized
ILMN ILLUMINA INC COM 0.2%
Value ($000) $529 Shares 5,566 Est. Cost $305.60 Unrealized -67.5%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $506 Shares 7,665 Est. Cost $44.04 Unrealized +39.5%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $506 Shares 1,664 Est. Cost $199.47 Unrealized +51.1%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $502 Shares 3,915 Est. Cost $110.25 Unrealized +9.3%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $498 Shares 17,586 Est. Cost $16.01 Unrealized +68.5%
TOUS T ROWE PRICE EXCHANGE-TRADED FDS INC INTL EQUITY ETF 0.2%
Value ($000) $493 Shares 14,677 Est. Cost $28.47 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.2%
Value ($000) $483 Shares 1,472 Est. Cost $265.80 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.2%
Value ($000) $479 Shares 1,385 Est. Cost $250.30 Unrealized +40.4%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $471 Shares 2,906 Est. Cost $91.65 Unrealized +80.2%
LRCX LAM RESH CORP COM NEW 0.2%
Value ($000) $471 Shares 3,515 Est. Cost $75.19 Unrealized +40.3%
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $469 Shares 3,730 Est. Cost $57.41 Unrealized
T AT&T INC COM 0.2%
Value ($000) $456 Shares 16,156 Est. Cost $16.33 Unrealized +71.9%
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $452 Shares 5,408 Est. Cost $128.18 Unrealized -31.2%
NFLX NETFLIX INC COM 0.2%
Value ($000) $444 Shares 370 Est. Cost $45.09 Unrealized +170.7%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $441 Shares 1,328 Est. Cost $115.66 Unrealized +173.7%
V VISA INC COM CL A 0.2%
Value ($000) $431 Shares 1,262 Est. Cost $199.21 Unrealized +73.3%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $430 Shares 2,571 Est. Cost $60.82 Unrealized +110.1%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $429 Shares 6,269 Est. Cost $41.30 Unrealized +63.1%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $429 Shares 5,993 Est. Cost $54.92 Unrealized
KNF KNIFE RIV CORP COM 0.2%
Value ($000) $426 Shares 5,545 Est. Cost $85.06 Unrealized -4.0%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $419 Shares 4,079 Est. Cost $102.44 Unrealized +0.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 0.1%
Value ($000) $411 Shares 7,750 Est. Cost $38.13 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $407 Shares 911 Est. Cost $294.23 Unrealized +63.1%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $396 Shares 1,317 Est. Cost $61.59 Unrealized +342.7%
TCBK TRICO BANCSHARES COM 0.1%
Value ($000) $386 Shares 8,684 Est. Cost $31.57 Unrealized +37.7%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $384 Shares 1,877 Est. Cost $140.01 Unrealized +29.1%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $383 Shares 2,366 Est. Cost $112.55 Unrealized +43.4%
PPG PPG INDS INC COM 0.1%
Value ($000) $379 Shares 3,608 Est. Cost $125.98 Unrealized -12.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $378 Shares 3,051 Est. Cost $87.17 Unrealized +37.4%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $370 Shares 7,065 Est. Cost $46.47 Unrealized +36.1%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $365 Shares 3,784 Est. Cost $92.80 Unrealized +6.8%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.1%
Value ($000) $363 Shares 12,700 Est. Cost $27.24 Unrealized +10.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $349 Shares 3,692 Est. Cost $79.97 Unrealized +16.6%
GSK GSK PLC SPONSORED ADR NEW 0.1%
Value ($000) $348 Shares 8,053 Est. Cost $36.18 Unrealized
MCY MERCURY GEN CORP NEW COM 0.1%
Value ($000) $337 Shares 3,980 Est. Cost $45.63 Unrealized +61.7%
CGIC CAPITAL GROUP INTL CORE EQUITY ETF SHS 0.1%
Value ($000) $331 Shares 10,742 Est. Cost $30.33 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $329 Shares 9,261 Est. Cost $29.97 Unrealized +13.2%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $327 Shares 5,051 Est. Cost $91.24 Unrealized -37.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $325 Shares 1,376 Est. Cost $180.43 Unrealized +23.7%
FELV FIDELITY COVINGTON TR ENHANCED LARGE CAP VALUE ETF 0.1%
Value ($000) $322 Shares 9,595 Est. Cost $26.85 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.1%
Value ($000) $310 Shares 8,100 Est. Cost $34.30 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $309 Shares 3,261 Est. Cost $57.29 Unrealized +61.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $282 Shares 3,736 Est. Cost $66.19 Unrealized +9.1%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.1%
Value ($000) $282 Shares 5,075 Est. Cost $83.33 Unrealized
ET ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $276 Shares 16,100 Est. Cost $15.60 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $269 Shares 1,164 Est. Cost $104.57 Unrealized +93.1%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $261 Shares 2,597 Est. Cost $73.10 Unrealized +35.6%
DFUS DIMENSIONAL ETF TR U S EQUITY MKT ETF 0.1%
Value ($000) $255 Shares 3,514 Est. Cost $58.47 Unrealized
SUN SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT 0.1%
Value ($000) $250 Shares 5,000 Est. Cost $58.06 Unrealized
MPLX MPLX LP COM UNIT REPSTG LTD PARTNER INT 0.1%
Value ($000) $250 Shares 5,000 Est. Cost $44.46 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $249 Shares 9,550 Est. Cost $27.47 Unrealized -3.6%
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $247 Shares 2,509 Est. Cost $113.40 Unrealized -13.1%
XAR SPDR SER TR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $244 Shares 1,040 Est. Cost $114.42 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $244 Shares 1,210 Est. Cost $126.86 Unrealized +30.3%
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $244 Shares 829 Est. Cost $230.35 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $243 Shares 1,294 Est. Cost $155.14 Unrealized +9.0%
INTC INTEL CORP COM 0.1%
Value ($000) $242 Shares 7,219 Est. Cost $42.02 Unrealized -42.3%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $241 Shares 615 Est. Cost $330.05 Unrealized +26.6%
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $240 Shares 1,645 Est. Cost $99.18 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $236 Shares 682 Est. Cost $337.38 Unrealized -11.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $235 Shares 472 Est. Cost $360.08 Unrealized +24.5%
CGGE CAPITAL GROUP GLOBAL EQUITY ETF SHS 0.1%
Value ($000) $227 Shares 7,388 Est. Cost $26.06 Unrealized
FICO FAIR ISAAC CORPORATION COM 0.1%
Value ($000) $224 Shares 150 Est. Cost $465.09 Unrealized +223.3%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.1%
Value ($000) $224 Shares 950 Est. Cost $97.23 Unrealized +74.6%
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.1%
Value ($000) $221 Shares 1,484 Est. Cost $76.67 Unrealized +76.8%
CARR CARRIER GLOBAL CORP COM 0.1%
Value ($000) $214 Shares 3,587 Est. Cost $59.56 Unrealized +13.6%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $214 Shares 1,222 Est. Cost $115.14 Unrealized +44.7%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.1%
Value ($000) $213 Shares 3,586 Est. Cost $53.15 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $211 Shares 892 Est. Cost $217.75 Unrealized +15.5%
MLI MUELLER INDS INC COM 0.1%
Value ($000) $207 Shares 2,050 Est. Cost $55.31 Unrealized +65.3%
DE DEERE & CO COM 0.1%
Value ($000) $204 Shares 446 Est. Cost $278.70 Unrealized +75.7%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $199 Shares 324 Est. Cost $158.10 Unrealized +283.0%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $197 Shares 3,021 Est. Cost $85.00 Unrealized
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $197 Shares 800 Est. Cost $96.24 Unrealized +138.0%
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $196 Shares 2,713 Est. Cost $75.86 Unrealized -4.3%
PEP PEPSICO INC COM 0.1%
Value ($000) $190 Shares 1,354 Est. Cost $132.19 Unrealized +6.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $189 Shares 802 Est. Cost $216.12 Unrealized +5.6%
INGR INGREDION INC COM 0.1%
Value ($000) $189 Shares 1,548 Est. Cost $77.11 Unrealized +67.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $183 Shares 625 Est. Cost $149.83 Unrealized +98.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $182 Shares 1,756 Est. Cost $84.99 Unrealized +21.5%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $181 Shares 1,150 Est. Cost $48.96 Unrealized +213.7%
EIX EDISON INTL COM 0.1%
Value ($000) $168 Shares 3,038 Est. Cost $52.71 Unrealized +0.7%
FEOE FIRST EAGLE OVERSEAS EQUITY ETF 0.1%
Value ($000) $168 Shares 3,637 Est. Cost $43.89 Unrealized
MPT MEDICAL PPTYS TR INC COM 0.1%
Value ($000) $167 Shares 33,000 Est. Cost $6.03 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $166 Shares 1,638 Est. Cost $42.88 Unrealized +119.5%
KVUE KENVUE INC COM 0.1%
Value ($000) $166 Shares 10,200 Est. Cost $20.26 Unrealized -0.9%
DFUV DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF 0.1%
Value ($000) $165 Shares 3,698 Est. Cost $35.73 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $165 Shares 207 Est. Cost $240.95 Unrealized +205.0%
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 0.1%
Value ($000) $165 Shares 724 Est. Cost $201.28 Unrealized +10.8%
NTRA NATERA INC COM 0.1%
Value ($000) $161 Shares 1,000 Est. Cost $83.55 Unrealized +89.4%
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $161 Shares 5,026 Est. Cost $26.18 Unrealized +19.6%
DFAI DIMENSIONAL ETF TR INTL CORE ETF 0.1%
Value ($000) $160 Shares 4,409 Est. Cost $32.95 Unrealized
ROYCE SM-CAP TR INC COM 0.1%
Value ($000) $159 Shares 9,886 Est. Cost $15.93 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.1%
Value ($000) $159 Shares 331 Est. Cost $343.30 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $156 Shares 1,150 Est. Cost $56.16 Unrealized +125.1%
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHS 0.1%
Value ($000) $153 Shares 4,955 Est. Cost $30.35 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $152 Shares 2,800 Est. Cost $87.55 Unrealized -34.7%
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 0.1%
Value ($000) $149 Shares 535 Est. Cost $206.09 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $148 Shares 770 Est. Cost $69.99 Unrealized +149.3%
CSRE COHEN & STEERS ETF TR REAL ESTATE ACTIVE ETF 0.1%
Value ($000) $148 Shares 5,669 Est. Cost $25.86 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $141 Shares 1,056 Est. Cost $100.68 Unrealized +29.7%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $139 Shares 300 Est. Cost $306.67 Unrealized
KLAC KLA CORP COM 0.0%
Value ($000) $137 Shares 127 Est. Cost $220.47 Unrealized +322.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $128 Shares 2,098 Est. Cost $62.80 Unrealized -7.1%
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $127 Shares 2,760 Est. Cost $35.11 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $126 Shares 2,250 Est. Cost $51.69 Unrealized +7.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $125 Shares 823 Est. Cost $94.24 Unrealized +55.0%
DOW DOW INC COM 0.0%
Value ($000) $122 Shares 5,322 Est. Cost $36.49 Unrealized -33.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $121 Shares 1,607 Est. Cost $64.62 Unrealized +5.0%
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF SHS 0.0%
Value ($000) $120 Shares 4,000 Est. Cost $28.60 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $120 Shares 425 Est. Cost $225.77 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $120 Shares 971 Est. Cost $159.08 Unrealized -23.2%
XYL XYLEM INC COM 0.0%
Value ($000) $118 Shares 800 Est. Cost $88.59 Unrealized +55.8%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $114 Shares 800 Est. Cost $102.50 Unrealized
DKL DELEK LOGISTICS PARTNERS LP COM UNIT REPSTG LTD PARTNERSHIP INT 0.0%
Value ($000) $114 Shares 2,500 Est. Cost $43.72 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $114 Shares 683 Est. Cost $136.21 Unrealized +15.4%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $113 Shares 18,750 Est. Cost $1.30 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $110 Shares 4,025 Est. Cost $17.78 Unrealized +47.0%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $109 Shares 800 Est. Cost $118.31 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $109 Shares 179 Est. Cost $487.43 Unrealized +15.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $109 Shares 3,469 Est. Cost $35.66 Unrealized -7.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $107 Shares 251 Est. Cost $139.80 Unrealized +176.4%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $105 Shares 295 Est. Cost $183.78 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $105 Shares 1,026 Est. Cost $22.73 Unrealized +316.7%
FEGE RBB FD TR FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value ($000) $100 Shares 2,250 Est. Cost $42.51 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $99 Shares 2,175 Est. Cost $35.66 Unrealized +24.3%
BP BP PLC SPONS ADR 0.0%
Value ($000) $99 Shares 2,881 Est. Cost $25.50 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $96 Shares 525 Est. Cost $29.84 Unrealized +443.1%
GLW CORNING INC COM 0.0%
Value ($000) $95 Shares 1,164 Est. Cost $30.92 Unrealized +110.2%
VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $95 Shares 1,591 Est. Cost $50.84 Unrealized
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $94 Shares 776 Est. Cost $49.86 Unrealized +96.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $93 Shares 420 Est. Cost $123.71 Unrealized +80.8%
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.0%
Value ($000) $92 Shares 1,238 Est. Cost $63.15 Unrealized +32.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $89 Shares 794 Est. Cost $69.73 Unrealized +55.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $88 Shares 349 Est. Cost $184.67 Unrealized +32.2%
CI CIGNA GROUP COM 0.0%
Value ($000) $85 Shares 296 Est. Cost $223.42 Unrealized +31.2%
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $85 Shares 327 Est. Cost $236.09 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $84 Shares 431 Est. Cost $133.67 Unrealized
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $83 Shares 639 Est. Cost $86.07 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $83 Shares 276 Est. Cost $206.74 Unrealized +33.5%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $82 Shares 441 Est. Cost $128.06 Unrealized
CP CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 0.0%
Value ($000) $82 Shares 1,100 Est. Cost $75.06 Unrealized +1.6%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $80 Shares 228 Est. Cost $387.05 Unrealized -7.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $80 Shares 3,273 Est. Cost $9.96 Unrealized +119.7%
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $50.68 Unrealized +48.1%
MET METLIFE INC COM 0.0%
Value ($000) $79 Shares 960 Est. Cost $48.88 Unrealized +59.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $76 Shares 700 Est. Cost $39.44 Unrealized +157.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $76 Shares 1,603 Est. Cost $34.53 Unrealized +29.6%
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $74 Shares 1,620 Est. Cost $44.12 Unrealized +2.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $74 Shares 217 Est. Cost $143.58 Unrealized +118.5%
DHR DANAHER CORP COM 0.0%
Value ($000) $74 Shares 371 Est. Cost $209.84 Unrealized -5.5%
ITT ITT INC COM 0.0%
Value ($000) $72 Shares 400 Est. Cost $69.88 Unrealized +140.1%
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $71 Shares 1,213 Est. Cost $46.26 Unrealized
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $70 Shares 1,021 Est. Cost $57.71 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $69 Shares 433 Est. Cost $78.72 Unrealized +86.0%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $67 Shares 720 Est. Cost $72.50 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $66 Shares 145 Est. Cost $163.73 Unrealized +173.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $65 Shares 660 Est. Cost $71.98 Unrealized +29.9%
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $65 Shares 4,000 Est. Cost $7.82 Unrealized +94.3%
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $62 Shares 674 Est. Cost $83.67 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $61 Shares 284 Est. Cost $167.91 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $61 Shares 690 Est. Cost $76.81 Unrealized
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $61 Shares 163 Est. Cost $111.48 Unrealized +225.9%
AVGO BROADCOM INC COM 0.0%
Value ($000) $59 Shares 180 Est. Cost $178.19 Unrealized +71.6%
MFSV MFS ACTIVE EXCHANGE TRADED FDS TR VALUE ETF 0.0%
Value ($000) $59 Shares 2,250 Est. Cost $26.05 Unrealized
DFAC DIMENSIONAL ETF TR U S CORE EQUITY 2 ETF 0.0%
Value ($000) $58 Shares 1,497 Est. Cost $35.84 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $57 Shares 658 Est. Cost $70.94 Unrealized
BLK BLACKROCK INC NEW COM 0.0%
Value ($000) $56 Shares 48 Est. Cost $991.05 Unrealized +11.9%
DINT DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $16.50 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $55 Shares 924 Est. Cost $16.22 Unrealized +135.6%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $55 Shares 1,014 Est. Cost $41.11 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC CL A - COM 0.0%
Value ($000) $54 Shares 788 Est. Cost $40.47 Unrealized +55.2%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $54 Shares 266 Est. Cost $145.90 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $54 Shares 200 Est. Cost $138.43 Unrealized +94.9%
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $53 Shares 95 Est. Cost $605.24 Unrealized -6.8%
CGSM CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION MUN INCOME ETF 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.08 Unrealized
VONV VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS 0.0%
Value ($000) $52 Shares 586 Est. Cost $82.54 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $52 Shares 92 Est. Cost $399.73 Unrealized +43.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $52 Shares 417 Est. Cost $115.13 Unrealized +10.1%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $51 Shares 363 Est. Cost $89.37 Unrealized +50.9%
PCAR PACCAR INC COM 0.0%
Value ($000) $51 Shares 520 Est. Cost $53.60 Unrealized +80.8%
OSEA HARBOR ETF TR HARBOR INTL COMPOUNDERS ETF 0.0%
Value ($000) $49 Shares 1,659 Est. Cost $27.04 Unrealized
DFAE DIMENSIONAL ETF TR EMERGING MKTS CORE ETF 0.0%
Value ($000) $48 Shares 1,535 Est. Cost $26.95 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $48 Shares 378 Est. Cost $76.93 Unrealized +78.3%
SNY SANOFI SPONS ADR ISIN#US80105N1054 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.20 Unrealized
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.0%
Value ($000) $46 Shares 1,691 Est. Cost $43.86 Unrealized
OAKM HARRIS OAKMARK ETF TR OAKMARK U S LARGE CAP ETF 0.0%
Value ($000) $46 Shares 1,700 Est. Cost $25.36 Unrealized
ZTS ZOETIS INC COM 0.0%
Value ($000) $45 Shares 310 Est. Cost $155.43 Unrealized -3.2%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $45 Shares 4,345 Est. Cost $10.02 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $45 Shares 93 Est. Cost $515.26 Unrealized -9.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $40 Shares 586 Est. Cost $43.10 Unrealized +67.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $39 Shares 503 Est. Cost $23.71 Unrealized +31.3%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $39 Shares 200 Est. Cost $93.56 Unrealized +103.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $39 Shares 50 Est. Cost $161.42 Unrealized +335.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $38 Shares 616 Est. Cost $52.83 Unrealized +20.0%
IVV ISHARES TR CORE S&P 500 ETF 0.0%
Value ($000) $38 Shares 57 Est. Cost $486.47 Unrealized
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $60.70 Unrealized +20.8%
APTV APTIV PLC NEW ORD SH ISIN#JE00BTDN8H13 0.0%
Value ($000) $35 Shares 411 Est. Cost $61.22 Unrealized +23.2%
RPM RPM INTL INC COM 0.0%
Value ($000) $35 Shares 300 Est. Cost $87.04 Unrealized +37.9%
CGDG CAPITAL GROUP DIVID GROWERS ETF SHS 0.0%
Value ($000) $35 Shares 1,010 Est. Cost $33.63 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $35 Shares 292 Est. Cost $104.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $34 Shares 112 Est. Cost $176.75 Unrealized +53.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $179.02 Unrealized -60.7%
JBL JABIL INC COM 0.0%
Value ($000) $33 Shares 150 Est. Cost $37.14 Unrealized +486.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $32 Shares 239 Est. Cost $103.03 Unrealized +36.4%
SPMD SPDR SER TR STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $32 Shares 565 Est. Cost $48.72 Unrealized
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $32 Shares 220 Est. Cost $95.45 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $31 Shares 149 Est. Cost $173.16 Unrealized +19.6%
WELL WELLTOWER INC COM 0.0%
Value ($000) $30 Shares 171 Est. Cost $56.18 Unrealized +190.9%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $30 Shares 150 Est. Cost $109.67 Unrealized +78.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $30 Shares 140 Est. Cost $85.66 Unrealized +154.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $30 Shares 393 Est. Cost $71.08 Unrealized +4.9%
JOYY JOYY INC ADS REPSTG COM CL A ISIN#US46591M1099 0.0%
Value ($000) $29 Shares 500 Est. Cost $26.00 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $29 Shares 151 Est. Cost $187.71 Unrealized +9.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $29 Shares 87 Est. Cost $47.25 Unrealized +581.8%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $29 Shares 698 Est. Cost $20.72 Unrealized +94.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $27 Shares 100 Est. Cost $152.01 Unrealized +77.8%
B BARRICK MINING CORP REGISTERED SHS ISIN#CA06849F1080 0.0%
Value ($000) $27 Shares 834 Est. Cost $19.29 Unrealized +30.4%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 107 Est. Cost $199.86 Unrealized
HIG HARTFORD INS GROUP INC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $45.20 Unrealized +181.8%
ECG EVERUS CONSTR GROUP INC COM 0.0%
Value ($000) $27 Shares 310 Est. Cost $62.93 Unrealized +18.1%
COR CENCORA INC COM 0.0%
Value ($000) $27 Shares 85 Est. Cost $89.37 Unrealized +228.4%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $27 Shares 278 Est. Cost $163.17 Unrealized
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $26 Shares 187 Est. Cost $133.69 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $26 Shares 142 Est. Cost $159.46 Unrealized +21.2%
BKR BAKER HUGHES CO CL A 0.0%
Value ($000) $26 Shares 524 Est. Cost $28.29 Unrealized +55.0%
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $25 Shares 209 Est. Cost $159.62 Unrealized -19.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $97.07 Unrealized -8.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $25 Shares 51 Est. Cost $328.35 Unrealized +38.5%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $25 Shares 581 Est. Cost $56.16 Unrealized -19.0%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $25 Shares 1,115 Est. Cost $21.05 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $25 Shares 13 Est. Cost $1047.78 Unrealized +87.1%
FISV FISERV INC COM 0.0%
Value ($000) $25 Shares 192 Est. Cost $135.12 Unrealized +6.1%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $24 Shares 890 Est. Cost $36.30 Unrealized -34.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $24 Shares 56 Est. Cost $198.26 Unrealized +92.0%
ENB ENBRIDGE INC COM ISIN#CA29250N1050 0.0%
Value ($000) $23 Shares 463 Est. Cost $29.06 Unrealized +58.7%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $23 Shares 89 Est. Cost $144.96 Unrealized +72.4%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $92.85 Unrealized +106.7%
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $22 Shares 196 Est. Cost $47.98 Unrealized +121.9%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $21 Shares 267 Est. Cost $53.93 Unrealized +59.7%
VTR VENTAS INC COM 0.0%
Value ($000) $21 Shares 300 Est. Cost $39.62 Unrealized +67.4%
DFAR DIMENSIONAL ETF TR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $21 Shares 877 Est. Cost $23.62 Unrealized
NU NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $10.21 Unrealized +36.6%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF 0.0%
Value ($000) $21 Shares 216 Est. Cost $83.58 Unrealized
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $20 Shares 181 Est. Cost $35.96 Unrealized +186.9%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $20 Shares 1,141 Est. Cost $8.97 Unrealized +83.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $20 Shares 22 Est. Cost $119.26 Unrealized +56.6%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $20 Shares 800 Est. Cost $21.96 Unrealized +12.0%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $19 Shares 196 Est. Cost $19.34 Unrealized +347.2%
R RYDER SYS INC COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $55.64 Unrealized +224.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $130.99 Unrealized +37.1%
IJJ ISHARES TR S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $18 Shares 139 Est. Cost $107.13 Unrealized
SMR NUSCALE PWR CORP COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $20.21 Unrealized +97.2%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $18 Shares 101 Est. Cost $165.56 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $18 Shares 690 Est. Cost $111.18 Unrealized -74.9%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $17 Shares 200 Est. Cost $65.12 Unrealized
VLUE ISHARES TR MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $17 Shares 138 Est. Cost $106.76 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $17 Shares 350 Est. Cost $71.33 Unrealized -24.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $17 Shares 84 Est. Cost $136.83 Unrealized +39.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $49.53 Unrealized +40.1%
ACN ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 0.0%
Value ($000) $17 Shares 68 Est. Cost $231.50 Unrealized +12.6%
OKLO OKLO INC CL A 0.0%
Value ($000) $17 Shares 150 Est. Cost $48.63 Unrealized +61.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $17 Shares 474 Est. Cost $47.94 Unrealized -29.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $16 Shares 259 Est. Cost $34.67 Unrealized +66.8%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $88.63 Unrealized +13.4%
TNL TRAVEL AND LEISURE CO COM 0.0%
Value ($000) $16 Shares 267 Est. Cost $45.04 Unrealized +31.3%
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $16 Shares 158 Est. Cost $75.95 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $16 Shares 51 Est. Cost $257.04 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $109.31 Unrealized +7.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $16 Shares 400 Est. Cost $33.70 Unrealized +28.2%
DFIS DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF 0.0%
Value ($000) $15 Shares 489 Est. Cost $25.84 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $15 Shares 110 Est. Cost $254.99 Unrealized -47.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $15 Shares 669 Est. Cost $56.10 Unrealized -55.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $15 Shares 105 Est. Cost $79.63 Unrealized +66.1%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $75.15 Unrealized +48.2%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $15 Shares 105 Est. Cost $128.96 Unrealized
IBIT ISHARES BITCOIN TR ETF SHS BEN INT 0.0%
Value ($000) $15 Shares 227 Est. Cost $48.61 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $34.31 Unrealized -21.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.85 Unrealized +33.9%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $14 Shares 225 Est. Cost $37.78 Unrealized +47.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $14 Shares 169 Est. Cost $51.36 Unrealized +38.9%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $14 Shares 142 Est. Cost $73.25 Unrealized +29.1%
BWA BORGWARNER INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $31.44 Unrealized +26.3%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $13 Shares 452 Est. Cost $17.29 Unrealized +48.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $13 Shares 20 Est. Cost $297.68 Unrealized +99.8%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $13 Shares 129 Est. Cost $47.13 Unrealized +119.7%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $12 Shares 486 Est. Cost $18.35 Unrealized +19.3%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $12 Shares 393 Est. Cost $30.41 Unrealized +13.0%
DFEV DIMENSIONAL ETF TR DIMENSIONAL EMERGING MKTS VALUE ETF 0.0%
Value ($000) $12 Shares 362 Est. Cost $27.05 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $11 Shares 105 Est. Cost $98.18 Unrealized +9.0%
DGRO ISHARES TR CORE DIVID GROWTH ETF 0.0%
Value ($000) $11 Shares 167 Est. Cost $61.78 Unrealized
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 77 Est. Cost $144.47 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $11 Shares 182 Est. Cost $52.77 Unrealized +7.9%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 564 Est. Cost $18.55 Unrealized -26.6%
NET CLOUDFLARE INC CL A 0.0%
Value ($000) $11 Shares 51 Est. Cost $49.47 Unrealized +312.7%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $11 Shares 166 Est. Cost $58.62 Unrealized
CGW INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $11 Shares 170 Est. Cost $54.20 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $11 Shares 118 Est. Cost $60.07 Unrealized +50.0%
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.0%
Value ($000) $10 Shares 81 Est. Cost $112.85 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $10 Shares 190 Est. Cost $50.91 Unrealized +2.7%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $10 Shares 100 Est. Cost $170.00 Unrealized
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.65 Unrealized +20.9%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $10 Shares 551 Est. Cost $29.83 Unrealized -33.4%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $24.48 Unrealized +85.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $185.53 Unrealized +52.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $320.08 Unrealized +129.7%
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $9 Shares 81 Est. Cost $95.09 Unrealized
AUR AURORA INNOVATION INC CL A 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $6.27 Unrealized -6.5%
HII HUNTINGTON INGALLS INDUSTRIES INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $211.93 Unrealized +24.8%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $8 Shares 133 Est. Cost $77.45 Unrealized -12.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $103.58 Unrealized +93.3%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $314.59 Unrealized +62.2%
RSP INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $8 Shares 44 Est. Cost $172.70 Unrealized
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $8 Shares 192 Est. Cost $31.45 Unrealized +51.3%
IXC ISHARES TR GLOBAL ENERGY ETF 0.0%
Value ($000) $8 Shares 193 Est. Cost $42.07 Unrealized
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.09 Unrealized +12.5%
INTU INTUIT COM 0.0%
Value ($000) $8 Shares 11 Est. Cost $565.58 Unrealized +27.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $343.70 Unrealized +55.3%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $97.53 Unrealized -30.4%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $6 Shares 681 Est. Cost $6.60 Unrealized
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $6 Shares 452 Est. Cost $24.75 Unrealized -36.7%
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 0.0%
Value ($000) $6 Shares 725 Est. Cost $9.15 Unrealized -2.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $6 Shares 203 Est. Cost $25.71 Unrealized
EFV ISHARES TR MSCI EAFE VALUE ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $52.10 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $30.06 Unrealized
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $5 Shares 1,630 Est. Cost $9.79 Unrealized -71.5%
FCNCA FIRST CTZNS BANCSHARES INC CL A 0.0%
Value ($000) $5 Shares 3 Est. Cost $768.01 Unrealized +156.2%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.79 Unrealized +79.1%
CIFR CIPHER MNG INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $4.21 Unrealized +79.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $51.87 Unrealized +113.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $270.93 Unrealized +26.8%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $5 Shares 15 Est. Cost $371.01 Unrealized 0.0%
BMNR BITMINE IMMERSION TECNOLOGIES INC COM NEW 0.0%
Value ($000) $5 Shares 93 Est. Cost $50.65 Unrealized 0.0%
IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $5 Shares 48 Est. Cost $75.00 Unrealized
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $5 Shares 378 Est. Cost $10.83 Unrealized +4.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $189.99 Unrealized +35.4%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $289.15 Unrealized -22.3%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $101.39 Unrealized +27.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $4 Shares 210 Est. Cost $8.80 Unrealized +95.1%
SLB SLB LIMITED COM ISIN#AN8068571086 0.0%
Value ($000) $4 Shares 109 Est. Cost $47.04 Unrealized -27.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $69.34 Unrealized +57.8%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $4 Shares 45 Est. Cost $70.04 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $263.25 Unrealized +8.5%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 133 Est. Cost $12.99 Unrealized +82.7%
KKR KKR & CO INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $141.12 Unrealized +0.4%
PHIN PHINIA INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $26.06 Unrealized +105.6%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.0%
Value ($000) $3 Shares 126 Est. Cost $36.82 Unrealized
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.87 Unrealized
DUSB DIMENSIONAL ETF TR ULTRASHORT FIXED INCOME ETF 0.0%
Value ($000) $3 Shares 67 Est. Cost $50.73 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $56.95 Unrealized -17.2%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $172.73 Unrealized -95.5%
BIV VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $76.58 Unrealized
SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.94 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $204.14 Unrealized -29.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 198 Est. Cost $23.72 Unrealized -40.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1229.53 Unrealized +11.0%
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $3 Shares 237 Est. Cost $15.24 Unrealized
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.93 Unrealized -29.9%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.58 Unrealized 0.0%
PECO PHILLIPS EDISON & CO INC COM NEW 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.61 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $106.04 Unrealized -8.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +28.9%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +45.4%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.53 Unrealized -1.2%
JAMF HLDG CORP COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $30.00 Unrealized
ACHV ACHIEVE LIFE SCIENCES INC COM PAR $0 001 0.0%
Value ($000) $2 Shares 673 Est. Cost $2.74 Unrealized 0.0%
CXW CORECIVIC INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.19 Unrealized +188.0%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $2 Shares 428 Est. Cost $10.95 Unrealized -64.6%
PGR PROGRESSIVE CORP OH COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $231.96 Unrealized -0.1%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 223 Est. Cost $148.62 Unrealized -94.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.84 Unrealized +11.6%
SOUN SOUNDHOUND AI INC CL A 0.0%
Value ($000) $2 Shares 117 Est. Cost $9.63 Unrealized +37.8%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $29.31 Unrealized -15.7%
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $6.09 Unrealized +179.2%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $217.55 Unrealized +22.2%
KELLANOVA COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $56.32 Unrealized +39.6%
NIO NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061 0.0%
Value ($000) $2 Shares 200 Est. Cost $4.50 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $156.24 Unrealized +13.8%
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $2 Shares 155 Est. Cost $11.83 Unrealized -35.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $141.72 Unrealized -87.4%
ACGL ARCH CAPITAL GROUP LTD SHS ISIN#BMG0450A1053 0.0%
Value ($000) $1 Shares 15 Est. Cost $98.18 Unrealized -8.7%
NB NIOCORP DEVELOPMENTS LTD REGISTERED SHS ISIN#CA6544846091 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.22 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $295.42 Unrealized +3.2%
FWONK LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C 0.0%
Value ($000) $1 Shares 12 Est. Cost $92.67 Unrealized
BN BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J1075 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.27 Unrealized +29.0%
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.86 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $591.72 Unrealized -4.9%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
HELE HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065 0.0%
Value ($000) $1 Shares 40 Est. Cost $97.34 Unrealized -75.1%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $39.22 Unrealized -19.2%
GRAB GRAB HLDGS LTD CL A ORD ISIN#KYG4124C1096 0.0%
Value ($000) $1 Shares 147 Est. Cost $4.55 Unrealized +16.6%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.28 Unrealized +8.0%
VLTO VERALTO CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.93 Unrealized +15.8%
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $190.95 Unrealized -11.6%
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.17 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.72 Unrealized -48.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.85 Unrealized -3.5%
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +279.2%
VTRS VIATRIS 0.0%
Value ($000) $0 Shares 43 Est. Cost $10.53 Unrealized -9.2%
FWONA LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER A 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.00 Unrealized
MAGN MAGNERA CORP COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $20.46 Unrealized -39.3%
BAM BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS ISIN#CA1130041058 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.22 Unrealized +27.0%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 116 Est. Cost $32.19 Unrealized -96.5%
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.50 Unrealized
CHPT CHARGEPOINT HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $11.45 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.58 Unrealized -8.1%
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.95 Unrealized
IGPG IGNIS PETE GROUP INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.00 Unrealized +156.2%
BXRXQ BAUDAX BIO INC COM PAR $0 01 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.99 Unrealized -100.0%