Wealth Architects, LLC Diversified Active

CIK: 0001611518 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $528,617 (100.0% shares, 0.0% debt)

Holdings (179)

IVV ISHARES TR 9.2%
Value ($000) $48,379 Shares 125,918 Est. Cost $208.55 Unrealized
IJR ISHARES TR 6.9%
Value ($000) $36,534 Shares 386,033 Est. Cost $90.46 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.5%
Value ($000) $34,390 Shares 226,475 Est. Cost $114.25 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.3%
Value ($000) $33,533 Shares 798,981 Est. Cost $40.68 Unrealized
DFUV DIMENSIONAL ETF TRUST 5.1%
Value ($000) $26,736 Shares 798,578 Est. Cost $31.54 Unrealized
GII SPDR INDEX SHS FDS 4.9%
Value ($000) $25,936 Shares 494,769 Est. Cost $47.93 Unrealized
VTV VANGUARD INDEX FDS 4.5%
Value ($000) $23,609 Shares 168,188 Est. Cost $103.34 Unrealized
VBR VANGUARD INDEX FDS 4.3%
Value ($000) $22,875 Shares 144,047 Est. Cost $111.47 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $16,624 Shares 127,947 Est. Cost $93.12 Unrealized +51.1%
DFIV DIMENSIONAL ETF TRUST 3.0%
Value ($000) $16,037 Shares 527,539 Est. Cost $33.94 Unrealized
IEFA ISHARES TR 2.9%
Value ($000) $15,421 Shares 250,186 Est. Cost $57.32 Unrealized
VV VANGUARD INDEX FDS 2.7%
Value ($000) $14,521 Shares 83,358 Est. Cost $116.98 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.5%
Value ($000) $13,229 Shares 153,490 Est. Cost $62.34 Unrealized
SCZ ISHARES TR 2.2%
Value ($000) $11,774 Shares 208,455 Est. Cost $52.13 Unrealized
VB VANGUARD INDEX FDS 2.0%
Value ($000) $10,526 Shares 57,350 Est. Cost $139.54 Unrealized
IJS ISHARES TR 1.9%
Value ($000) $9,992 Shares 109,425 Est. Cost $95.46 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $9,849 Shares 25,754 Est. Cost $253.70 Unrealized
AVUV AMERICAN CENTY ETF TR 1.3%
Value ($000) $6,686 Shares 89,740 Est. Cost $64.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $6,651 Shares 21,531 Est. Cost $159.36 Unrealized +86.4%
BSV VANGUARD BD INDEX FDS 1.1%
Value ($000) $5,769 Shares 76,633 Est. Cost $81.69 Unrealized
SCHF SCHWAB STRATEGIC TR 1.1%
Value ($000) $5,686 Shares 176,544 Est. Cost $28.23 Unrealized
AVDV AMERICAN CENTY ETF TR 1.0%
Value ($000) $5,241 Shares 94,685 Est. Cost $55.72 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $4,478 Shares 97,594 Est. Cost $45.87 Unrealized
ESGD ISHARES TR 0.8%
Value ($000) $4,224 Shares 64,247 Est. Cost $61.86 Unrealized
ESML ISHARES TR 0.8%
Value ($000) $4,185 Shares 127,285 Est. Cost $33.48 Unrealized
VTIP VANGUARD MALVERN FDS 0.8%
Value ($000) $4,168 Shares 89,236 Est. Cost $50.01 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,540 Shares 14,763 Est. Cost $122.75 Unrealized +90.7%
TOLZ PROSHARES TR 0.7%
Value ($000) $3,457 Shares 77,745 Est. Cost $35.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,304 Shares 6,232 Est. Cost $188.32 Unrealized +165.7%
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,900 Shares 71,596 Est. Cost $50.91 Unrealized
TDTF FLEXSHARES TR 0.5%
Value ($000) $2,652 Shares 112,276 Est. Cost $27.95 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $2,428 Shares 20,175 Est. Cost $133.56 Unrealized -12.7%
SUB ISHARES TR 0.4%
Value ($000) $2,340 Shares 22,443 Est. Cost $105.28 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.4%
Value ($000) $2,302 Shares 106,569 Est. Cost $25.12 Unrealized
DLS WISDOMTREE TR 0.4%
Value ($000) $2,254 Shares 38,883 Est. Cost $52.42 Unrealized
IGF ISHARES TR 0.4%
Value ($000) $2,229 Shares 48,617 Est. Cost $43.12 Unrealized
NFRA FLEXSHARES TR 0.4%
Value ($000) $2,217 Shares 43,975 Est. Cost $50.69 Unrealized
TLTE FLEXSHARES TR 0.4%
Value ($000) $2,130 Shares 45,526 Est. Cost $47.96 Unrealized
IWN ISHARES TR 0.4%
Value ($000) $2,119 Shares 15,277 Est. Cost $82.05 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,816 Shares 14,745 Est. Cost $221.50 Unrealized -14.5%
MRK MERCK & CO INC 0.3%
Value ($000) $1,688 Shares 15,216 Est. Cost $49.54 Unrealized +87.3%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1,580 Shares 3,081 Est. Cost $151.06 Unrealized +220.7%
ESGU ISHARES TR 0.3%
Value ($000) $1,563 Shares 18,443 Est. Cost $89.80 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,538 Shares 13,943 Est. Cost $56.45 Unrealized +70.6%
GOOG ALPHABET INC 0.3%
Value ($000) $1,512 Shares 17,036 Est. Cost $108.41 Unrealized -12.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,496 Shares 8,468 Est. Cost $121.99 Unrealized +28.7%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,486 Shares 61,222 Est. Cost $26.06 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,470 Shares 10,963 Est. Cost $81.57 Unrealized +44.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,439 Shares 4,556 Est. Cost $246.90 Unrealized +13.9%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,348 Shares 7,049 Est. Cost $154.69 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,344 Shares 2,403 Est. Cost $50.45 Unrealized -5.6%
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,310 Shares 26,100 Est. Cost $50.19 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $1,299 Shares 5,888 Est. Cost $122.27 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,188 Shares 14,139 Est. Cost $121.68 Unrealized -18.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,176 Shares 7,761 Est. Cost $103.67 Unrealized +25.2%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,115 Shares 8,213 Est. Cost $114.77 Unrealized -1.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,042 Shares 11,811 Est. Cost $106.65 Unrealized -11.6%
ESGE ISHARES INC 0.2%
Value ($000) $1,034 Shares 34,382 Est. Cost $29.37 Unrealized
MGRC MCGRATH RENTCORP 0.2%
Value ($000) $1,027 Shares 10,401 Est. Cost $35.04 Unrealized +167.2%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,010 Shares 22,545 Est. Cost $51.31 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,007 Shares 1,828 Est. Cost $259.02 Unrealized +102.7%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $975 Shares 30,966 Est. Cost $28.55 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $948 Shares 6,035 Est. Cost $101.38 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $940 Shares 28,379 Est. Cost $20.44 Unrealized +55.2%
INTC INTEL CORP 0.2%
Value ($000) $921 Shares 34,847 Est. Cost $31.07 Unrealized -14.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $853 Shares 4,183 Est. Cost $152.44 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $812 Shares 3,391 Est. Cost $104.21 Unrealized +98.2%
ABBV ABBVIE INC 0.2%
Value ($000) $806 Shares 4,987 Est. Cost $69.75 Unrealized +96.7%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $769 Shares 2,330 Est. Cost $92.59 Unrealized +266.9%
PFE PFIZER INC 0.1%
Value ($000) $747 Shares 14,575 Est. Cost $25.83 Unrealized +55.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $715 Shares 2,994 Est. Cost $178.42 Unrealized +28.3%
ICSH ISHARES TR 0.1%
Value ($000) $715 Shares 14,279 Est. Cost $50.34 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $713 Shares 14,959 Est. Cost $40.83 Unrealized +1.6%
PEP PEPSICO INC 0.1%
Value ($000) $706 Shares 3,906 Est. Cost $102.59 Unrealized +56.8%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $703 Shares 8,519 Est. Cost $83.30 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $675 Shares 2,536 Est. Cost $349.63 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $664 Shares 7,828 Est. Cost $67.53 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $657 Shares 3,121 Est. Cost $207.63 Unrealized
V VISA INC 0.1%
Value ($000) $655 Shares 3,150 Est. Cost $175.36 Unrealized +12.3%
IWM ISHARES TR 0.1%
Value ($000) $648 Shares 3,716 Est. Cost $148.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $632 Shares 6,248 Est. Cost $55.74 Unrealized +45.8%
AMGN AMGEN INC 0.1%
Value ($000) $622 Shares 2,367 Est. Cost $155.51 Unrealized +56.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $620 Shares 15,909 Est. Cost $41.95 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.1%
Value ($000) $616 Shares 15,199 Est. Cost $20.29 Unrealized +63.3%
TILT FLEXSHARES TR 0.1%
Value ($000) $572 Shares 3,851 Est. Cost $121.83 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $563 Shares 1,272 Est. Cost $273.27 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $559 Shares 5,864 Est. Cost $47.87 Unrealized +70.6%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $556 Shares 11,098 Est. Cost $47.82 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $541 Shares 2,524 Est. Cost $114.03 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $534 Shares 3,504 Est. Cost $67.59 Unrealized +99.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $533 Shares 7,413 Est. Cost $43.10 Unrealized +51.3%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $528 Shares 3,739 Est. Cost $104.25 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $528 Shares 3,746 Est. Cost $99.17 Unrealized +24.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $528 Shares 1,502 Est. Cost $383.64 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $520 Shares 1,496 Est. Cost $179.24 Unrealized +80.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $509 Shares 2,834 Est. Cost $91.81 Unrealized +66.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $502 Shares 10,990 Est. Cost $26.81 Unrealized +30.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $502 Shares 1,628 Est. Cost $129.26 Unrealized +100.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $499 Shares 4,948 Est. Cost $59.60 Unrealized +47.1%
ABT ABBOTT LABS 0.1%
Value ($000) $489 Shares 4,453 Est. Cost $50.14 Unrealized +94.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $480 Shares 12,193 Est. Cost $34.21 Unrealized -10.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $479 Shares 2,250 Est. Cost $135.92 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $479 Shares 1,806 Est. Cost $339.94 Unrealized -28.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $478 Shares 8,600 Est. Cost $63.54 Unrealized
TLTD FLEXSHARES TR 0.1%
Value ($000) $469 Shares 7,771 Est. Cost $59.22 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $466 Shares 7,324 Est. Cost $38.30 Unrealized +43.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $461 Shares 1,259 Est. Cost $188.99 Unrealized +83.0%
EFA ISHARES TR 0.1%
Value ($000) $457 Shares 6,960 Est. Cost $66.30 Unrealized
NKE NIKE INC 0.1%
Value ($000) $455 Shares 3,887 Est. Cost $69.77 Unrealized +36.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $455 Shares 3,112 Est. Cost $17.88 Unrealized -18.1%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $454 Shares 17,615 Est. Cost $30.99 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $447 Shares 4,764 Est. Cost $37.53 Unrealized +120.4%
MQ MARQETA INC 0.1%
Value ($000) $443 Shares 72,500 Est. Cost $6.83 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $420 Shares 1,080 Est. Cost $487.91 Unrealized -20.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $404 Shares 4,652 Est. Cost $110.68 Unrealized -15.6%
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $398 Shares 6,571 Est. Cost $31.35 Unrealized +77.4%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $398 Shares 5,978 Est. Cost $68.75 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $379 Shares 1,439 Est. Cost $154.36 Unrealized +58.9%
CMA COMERICA INC 0.1%
Value ($000) $364 Shares 5,449 Est. Cost $26.51 Unrealized +121.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $360 Shares 788 Est. Cost $229.82 Unrealized +104.0%
ABNB AIRBNB INC 0.1%
Value ($000) $357 Shares 4,181 Est. Cost $142.07 Unrealized -28.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $357 Shares 1,337 Est. Cost $243.82 Unrealized +8.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $349 Shares 3,741 Est. Cost $65.74 Unrealized +30.7%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $346 Shares 9,334 Est. Cost $73.09 Unrealized -44.9%
BAX BAXTER INTL INC 0.1%
Value ($000) $343 Shares 6,734 Est. Cost $45.54 Unrealized +9.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $336 Shares 9,690 Est. Cost $42.70 Unrealized -20.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $336 Shares 2,275 Est. Cost $96.46 Unrealized +47.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $328 Shares 974 Est. Cost $126.07 Unrealized +153.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $321 Shares 4,308 Est. Cost $113.34 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $318 Shares 2,132 Est. Cost $113.27 Unrealized +24.4%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $315 Shares 2,104 Est. Cost $108.35 Unrealized +36.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $300 Shares 7,265 Est. Cost $35.24 Unrealized +15.8%
NULC NUSHARES ETF TR 0.1%
Value ($000) $298 Shares 9,263 Est. Cost $33.15 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $298 Shares 4,472 Est. Cost $39.35 Unrealized +47.4%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $297 Shares 5,736 Est. Cost $59.80 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $295 Shares 8,429 Est. Cost $37.04 Unrealized -18.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $288 Shares 2,666 Est. Cost $93.48 Unrealized
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $288 Shares 5,913 Est. Cost $30.95 Unrealized +53.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $288 Shares 1,342 Est. Cost $90.58 Unrealized +97.3%
WMT WALMART INC 0.1%
Value ($000) $285 Shares 2,010 Est. Cost $45.04 Unrealized +1.4%
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $283 Shares 20,615 Est. Cost $19.55 Unrealized -23.2%
ORCL ORACLE CORP 0.1%
Value ($000) $282 Shares 3,448 Est. Cost $45.90 Unrealized +59.5%
T AT&T INC 0.1%
Value ($000) $278 Shares 15,077 Est. Cost $14.85 Unrealized +1.7%
IYR ISHARES TR 0.1%
Value ($000) $276 Shares 3,275 Est. Cost $82.02 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $275 Shares 3,289 Est. Cost $67.92 Unrealized +8.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $255 Shares 1,922 Est. Cost $131.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $247 Shares 38,540 Est. Cost $27.18 Unrealized -72.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $247 Shares 1,164 Est. Cost $154.15 Unrealized +21.1%
IWD ISHARES TR 0.0%
Value ($000) $244 Shares 1,610 Est. Cost $124.24 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $242 Shares 2,202 Est. Cost $130.79 Unrealized -16.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $238 Shares 2,041 Est. Cost $86.91 Unrealized +22.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $237 Shares 1,744 Est. Cost $125.78 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $233 Shares 478 Est. Cost $426.55 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $231 Shares 5,125 Est. Cost $45.15 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $230 Shares 3,085 Est. Cost $73.22 Unrealized +5.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $229 Shares 1,461 Est. Cost $130.52 Unrealized +17.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $227 Shares 1,211 Est. Cost $169.33 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $217 Shares 7,320 Est. Cost $29.69 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $215 Shares 642 Est. Cost $428.41 Unrealized -25.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $215 Shares 2,163 Est. Cost $87.55 Unrealized 0.0%
TQQQ PROSHARES TR 0.0%
Value ($000) $214 Shares 12,372 Est. Cost $19.09 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $211 Shares 1,211 Est. Cost $160.50 Unrealized -7.8%
CTO CTO RLTY GROWTH INC NEW 0.0%
Value ($000) $208 Shares 11,391 Est. Cost $30.29 Unrealized
L LOEWS CORP 0.0%
Value ($000) $204 Shares 3,501 Est. Cost $55.15 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $203 Shares 5,939 Est. Cost $34.20 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $202 Shares 1,492 Est. Cost $135.34 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $201 Shares 866 Est. Cost $226.15 Unrealized 0.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $192 Shares 24,569 Est. Cost $5.65 Unrealized
COMPANHIA PARANAENSE ENERG C 0.0%
Value ($000) $177 Shares 24,608 Est. Cost $5.78 Unrealized
AEGON N V 0.0%
Value ($000) $163 Shares 32,440 Est. Cost $3.96 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $157 Shares 11,077 Est. Cost $17.66 Unrealized
PSO PEARSON PLC 0.0%
Value ($000) $133 Shares 11,759 Est. Cost $9.92 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $100 Shares 15,281 Est. Cost $2.80 Unrealized
FINV FINVOLUTION GROUP 0.0%
Value ($000) $95 Shares 19,146 Est. Cost $1.81 Unrealized
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $59 Shares 17,319 Est. Cost $2.43 Unrealized
ATARA BIOTHERAPEUTICS INC 0.0%
Value ($000) $44 Shares 13,277 Est. Cost $3.77 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $35 Shares 13,000 Est. Cost $5.38 Unrealized -30.5%
IMNM IMMUNOME INC 0.0%
Value ($000) $25 Shares 11,110 Est. Cost $22.09 Unrealized -81.7%
ARDS ARIDIS PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 14,077 Est. Cost $4.62 Unrealized -79.1%