Everhart Financial Group, Inc. Diversified Active

CIK: 0001852858 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $199,106 (100.0% shares, 0.0% debt)

Holdings (180)

VTI VANGUARD INDEX FDS 10.6%
Value ($000) $21,181 Shares 112,390 Est. Cost $194.06 Unrealized
SPTS SPDR SER TR 4.3%
Value ($000) $8,518 Shares 294,848 Est. Cost $28.89 Unrealized
SCHB SCHWAB STRATEGIC TR 4.0%
Value ($000) $7,975 Shares 178,278 Est. Cost $66.61 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.9%
Value ($000) $7,671 Shares 132,665 Est. Cost $57.79 Unrealized
VTV VANGUARD INDEX FDS 3.4%
Value ($000) $6,785 Shares 48,336 Est. Cost $125.13 Unrealized
SCHG SCHWAB STRATEGIC TR 3.1%
Value ($000) $6,210 Shares 111,867 Est. Cost $96.08 Unrealized
BSV VANGUARD BD INDEX FDS 2.9%
Value ($000) $5,838 Shares 77,555 Est. Cost $75.26 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $5,076 Shares 21,166 Est. Cost $250.52 Unrealized -6.6%
AAPL APPLE INC 2.4%
Value ($000) $4,867 Shares 37,460 Est. Cost $139.52 Unrealized +0.8%
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $4,597 Shares 21,573 Est. Cost $255.47 Unrealized
SCHD SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,027 Shares 53,417 Est. Cost $64.90 Unrealized
SCHM SCHWAB STRATEGIC TR 1.9%
Value ($000) $3,823 Shares 58,276 Est. Cost $68.14 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $3,663 Shares 94,018 Est. Cost $48.96 Unrealized
IWV ISHARES TR 1.6%
Value ($000) $3,258 Shares 14,763 Est. Cost $220.68 Unrealized
VBR VANGUARD INDEX FDS 1.5%
Value ($000) $3,004 Shares 18,914 Est. Cost $145.16 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $2,994 Shares 36,325 Est. Cost $93.46 Unrealized
SCHV SCHWAB STRATEGIC TR 1.5%
Value ($000) $2,924 Shares 44,283 Est. Cost $61.25 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $2,883 Shares 19,020 Est. Cost $125.73 Unrealized +3.2%
SCHA SCHWAB STRATEGIC TR 1.3%
Value ($000) $2,559 Shares 63,177 Est. Cost $68.02 Unrealized
VOT VANGUARD INDEX FDS 1.2%
Value ($000) $2,318 Shares 12,892 Est. Cost $209.40 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,164 Shares 16,140 Est. Cost $110.80 Unrealized +6.2%
VOE VANGUARD INDEX FDS 1.1%
Value ($000) $2,142 Shares 15,837 Est. Cost $122.84 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,041 Shares 18,500 Est. Cost $53.52 Unrealized +79.9%
VXUS VANGUARD STAR FDS 0.9%
Value ($000) $1,887 Shares 36,583 Est. Cost $57.82 Unrealized
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $1,853 Shares 9,240 Est. Cost $234.93 Unrealized
MUB ISHARES TR 0.9%
Value ($000) $1,757 Shares 16,651 Est. Cost $111.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,619 Shares 5,241 Est. Cost $292.84 Unrealized +1.4%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,611 Shares 9,118 Est. Cost $144.07 Unrealized +9.0%
SUB ISHARES TR 0.8%
Value ($000) $1,561 Shares 14,971 Est. Cost $106.03 Unrealized
VTEB VANGUARD MUN BD FDS 0.8%
Value ($000) $1,503 Shares 30,370 Est. Cost $50.28 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,481 Shares 10,933 Est. Cost $17.08 Unrealized -14.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,468 Shares 2,768 Est. Cost $427.04 Unrealized +17.2%
PEP PEPSICO INC 0.6%
Value ($000) $1,252 Shares 6,931 Est. Cost $136.99 Unrealized +17.5%
IEFA ISHARES TR 0.6%
Value ($000) $1,252 Shares 20,310 Est. Cost $69.20 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,198 Shares 3,410 Est. Cost $347.30 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,168 Shares 9,485 Est. Cost $275.23 Unrealized -31.2%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,143 Shares 13,610 Est. Cost $126.70 Unrealized -22.0%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $1,097 Shares 26,149 Est. Cost $47.82 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $1,097 Shares 2,998 Est. Cost $268.15 Unrealized +29.0%
ABBV ABBVIE INC 0.5%
Value ($000) $1,058 Shares 6,546 Est. Cost $118.28 Unrealized +16.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,053 Shares 5,869 Est. Cost $129.71 Unrealized +18.1%
IVV ISHARES TR 0.5%
Value ($000) $967 Shares 2,517 Est. Cost $426.91 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $926 Shares 20,514 Est. Cost $72.12 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $903 Shares 10,798 Est. Cost $72.20 Unrealized +2.2%
MRK MERCK & CO INC 0.5%
Value ($000) $899 Shares 8,102 Est. Cost $78.44 Unrealized +18.3%
WMT WALMART INC 0.4%
Value ($000) $886 Shares 6,249 Est. Cost $44.09 Unrealized +3.6%
V VISA INC 0.4%
Value ($000) $880 Shares 4,233 Est. Cost $207.37 Unrealized -5.0%
HD HOME DEPOT INC 0.4%
Value ($000) $874 Shares 2,768 Est. Cost $288.49 Unrealized -2.5%
GOOGL ALPHABET INC 0.4%
Value ($000) $867 Shares 9,821 Est. Cost $110.84 Unrealized -14.9%
BAC BANK AMERICA CORP 0.4%
Value ($000) $834 Shares 25,181 Est. Cost $29.75 Unrealized +6.6%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $812 Shares 34,300 Est. Cost $30.31 Unrealized
CSX CSX CORP 0.4%
Value ($000) $802 Shares 25,875 Est. Cost $30.00 Unrealized -4.2%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $771 Shares 4,238 Est. Cost $194.09 Unrealized
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $770 Shares 1,500 Est. Cost $422.16 Unrealized +14.8%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $765 Shares 54,268 Est. Cost $11.21 Unrealized +11.5%
MCD MCDONALDS CORP 0.4%
Value ($000) $740 Shares 2,809 Est. Cost $219.05 Unrealized +12.0%
TTD THE TRADE DESK INC 0.4%
Value ($000) $731 Shares 19,308 Est. Cost $55.95 Unrealized -9.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $722 Shares 1,581 Est. Cost $460.28 Unrealized +1.8%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $717 Shares 3,518 Est. Cost $208.93 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $715 Shares 8,061 Est. Cost $111.68 Unrealized -15.2%
PFE PFIZER INC 0.3%
Value ($000) $684 Shares 13,500 Est. Cost $39.20 Unrealized +2.5%
HYMB SPDR SER TR 0.3%
Value ($000) $675 Shares 13,779 Est. Cost $52.53 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $667 Shares 14,001 Est. Cost $44.56 Unrealized -6.9%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $650 Shares 10,322 Est. Cost $47.85 Unrealized +35.2%
IWB ISHARES TR 0.3%
Value ($000) $639 Shares 3,036 Est. Cost $210.52 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $630 Shares 1,811 Est. Cost $338.36 Unrealized -4.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $628 Shares 2,354 Est. Cost $301.79 Unrealized -12.5%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $624 Shares 2,533 Est. Cost $216.26 Unrealized +1.9%
SLYV SPDR SER TR 0.3%
Value ($000) $616 Shares 8,303 Est. Cost $68.29 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $615 Shares 1,609 Est. Cost $374.62 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $613 Shares 5,268 Est. Cost $79.10 Unrealized +34.6%
USMV ISHARES TR 0.3%
Value ($000) $599 Shares 8,312 Est. Cost $69.69 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $599 Shares 5,453 Est. Cost $110.55 Unrealized -11.7%
META META PLATFORMS INC 0.3%
Value ($000) $597 Shares 4,958 Est. Cost $223.05 Unrealized -47.7%
KO COCA COLA CO 0.3%
Value ($000) $582 Shares 9,146 Est. Cost $52.19 Unrealized +5.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $581 Shares 1,055 Est. Cost $587.57 Unrealized -10.7%
DHR DANAHER CORPORATION 0.3%
Value ($000) $577 Shares 2,173 Est. Cost $236.62 Unrealized -3.6%
SCHK SCHWAB STRATEGIC TR 0.3%
Value ($000) $569 Shares 15,417 Est. Cost $37.21 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $553 Shares 989 Est. Cost $51.85 Unrealized -8.2%
DE DEERE & CO 0.3%
Value ($000) $546 Shares 1,274 Est. Cost $356.31 Unrealized +9.1%
PLD PROLOGIS INC. 0.3%
Value ($000) $528 Shares 4,685 Est. Cost $112.41 Unrealized -10.9%
AMGN AMGEN INC 0.3%
Value ($000) $528 Shares 2,010 Est. Cost $221.21 Unrealized +9.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $528 Shares 1,568 Est. Cost $319.83 Unrealized 0.0%
MDYV SPDR SER TR 0.3%
Value ($000) $505 Shares 7,795 Est. Cost $56.89 Unrealized
DAR DARLING INGREDIENTS INC 0.3%
Value ($000) $500 Shares 7,990 Est. Cost $70.52 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $496 Shares 5,583 Est. Cost $104.31 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $496 Shares 2,312 Est. Cost $168.89 Unrealized +5.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $463 Shares 3,289 Est. Cost $115.00 Unrealized +7.0%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $461 Shares 6,209 Est. Cost $88.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $449 Shares 11,387 Est. Cost $37.80 Unrealized -18.6%
DGRW WISDOMTREE TR 0.2%
Value ($000) $432 Shares 7,155 Est. Cost $60.36 Unrealized
SNPS SYNOPSYS INC 0.2%
Value ($000) $425 Shares 1,331 Est. Cost $303.53 Unrealized +3.1%
HYD VANECK ETF TRUST 0.2%
Value ($000) $412 Shares 8,158 Est. Cost $60.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $401 Shares 825 Est. Cost $396.69 Unrealized +7.5%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $399 Shares 5,550 Est. Cost $86.01 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $397 Shares 161 Est. Cost $2006.34 Unrealized +20.5%
BIL SPDR SER TR 0.2%
Value ($000) $388 Shares 4,244 Est. Cost $91.48 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $387 Shares 1,313 Est. Cost $22.21 Unrealized +26.3%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $381 Shares 4,929 Est. Cost $63.86 Unrealized +22.4%
ORCL ORACLE CORP 0.2%
Value ($000) $375 Shares 4,592 Est. Cost $74.31 Unrealized -1.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $366 Shares 3,689 Est. Cost $72.06 Unrealized +21.5%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $365 Shares 2,395 Est. Cost $134.83 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $362 Shares 11,460 Est. Cost $32.28 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $357 Shares 2,158 Est. Cost $153.71 Unrealized -1.2%
IEMG ISHARES INC 0.2%
Value ($000) $347 Shares 7,424 Est. Cost $62.64 Unrealized
AGL AGILON HEALTH INC 0.2%
Value ($000) $346 Shares 21,425 Est. Cost $24.24 Unrealized -22.6%
MS MORGAN STANLEY 0.2%
Value ($000) $340 Shares 4,000 Est. Cost $73.03 Unrealized +5.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $336 Shares 4,672 Est. Cost $60.84 Unrealized +7.2%
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $330 Shares 17,109 Est. Cost $24.33 Unrealized
SLYG SPDR SER TR 0.2%
Value ($000) $329 Shares 4,551 Est. Cost $72.24 Unrealized
INTU INTUIT 0.2%
Value ($000) $327 Shares 839 Est. Cost $410.18 Unrealized -5.2%
FNDF SCHWAB STRATEGIC TR 0.2%
Value ($000) $326 Shares 11,209 Est. Cost $29.19 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $323 Shares 862 Est. Cost $317.50 Unrealized +15.7%
HUBB HUBBELL INC 0.2%
Value ($000) $322 Shares 1,373 Est. Cost $181.45 Unrealized +26.4%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $320 Shares 2,213 Est. Cost $133.98 Unrealized +4.7%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $316 Shares 1,189 Est. Cost $230.52 Unrealized +5.8%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $312 Shares 2,084 Est. Cost $120.98 Unrealized +15.5%
BA BOEING CO 0.2%
Value ($000) $303 Shares 1,590 Est. Cost $170.99 Unrealized -4.3%
NDAQ NASDAQ INC 0.2%
Value ($000) $303 Shares 4,933 Est. Cost $53.91 Unrealized +10.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $300 Shares 2,965 Est. Cost $84.06 Unrealized -3.3%
PWR QUANTA SVCS INC 0.1%
Value ($000) $297 Shares 2,086 Est. Cost $124.59 Unrealized +13.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $297 Shares 964 Est. Cost $220.88 Unrealized +17.5%
CTAS CINTAS CORP 0.1%
Value ($000) $297 Shares 657 Est. Cost $94.89 Unrealized +10.9%
NKE NIKE INC 0.1%
Value ($000) $295 Shares 2,524 Est. Cost $95.30 Unrealized 0.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $291 Shares 879 Est. Cost $245.08 Unrealized +21.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $291 Shares 1,219 Est. Cost $204.29 Unrealized +12.1%
IDXX IDEXX LABS INC 0.1%
Value ($000) $285 Shares 698 Est. Cost $388.17 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $283 Shares 1,762 Est. Cost $153.02 Unrealized +4.5%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $282 Shares 3,385 Est. Cost $65.71 Unrealized +12.9%
LOW LOWES COS INC 0.1%
Value ($000) $279 Shares 1,398 Est. Cost $180.00 Unrealized +4.5%
BLACKROCK INC 0.1%
Value ($000) $278 Shares 392 Est. Cost $609.83 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $277 Shares 3,474 Est. Cost $57.65 Unrealized +22.7%
USB US BANCORP DEL 0.1%
Value ($000) $275 Shares 6,310 Est. Cost $40.56 Unrealized -9.5%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $274 Shares 2,686 Est. Cost $94.03 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $272 Shares 1,591 Est. Cost $145.27 Unrealized +17.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $271 Shares 1,107 Est. Cost $216.67 Unrealized +1.4%
SPYV SPDR SER TR 0.1%
Value ($000) $262 Shares 6,748 Est. Cost $38.89 Unrealized
BBWI BATH & BODY WORKS INC 0.1%
Value ($000) $262 Shares 6,206 Est. Cost $32.17 Unrealized +6.3%
STAG STAG INDL INC 0.1%
Value ($000) $257 Shares 7,958 Est. Cost $32.31 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $255 Shares 4,009 Est. Cost $73.99 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $251 Shares 1,788 Est. Cost $128.80 Unrealized -0.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $250 Shares 2,481 Est. Cost $87.65 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $247 Shares 1,033 Est. Cost $206.59 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $247 Shares 720 Est. Cost $286.28 Unrealized +12.3%
BUSE FIRST BUSEY CORP 0.1%
Value ($000) $245 Shares 9,931 Est. Cost $21.74 Unrealized 0.0%
ITT ITT INC 0.1%
Value ($000) $244 Shares 3,007 Est. Cost $72.91 Unrealized +6.2%
NOW SERVICENOW INC 0.1%
Value ($000) $244 Shares 628 Est. Cost $93.02 Unrealized -16.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $243 Shares 987 Est. Cost $221.41 Unrealized +5.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $240 Shares 4,486 Est. Cost $46.08 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $236 Shares 1,594 Est. Cost $162.94 Unrealized -12.6%
SDY SPDR SER TR 0.1%
Value ($000) $235 Shares 2,576 Est. Cost $103.88 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $234 Shares 700 Est. Cost $345.92 Unrealized -7.2%
LEN LENNAR CORP 0.1%
Value ($000) $234 Shares 2,581 Est. Cost $77.52 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $232 Shares 805 Est. Cost $269.01 Unrealized +13.3%
WEN WENDYS CO 0.1%
Value ($000) $232 Shares 10,249 Est. Cost $22.57 Unrealized -5.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $232 Shares 115 Est. Cost $1867.55 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $228 Shares 5,925 Est. Cost $35.48 Unrealized 0.0%
HOSTESS BRANDS INC 0.1%
Value ($000) $225 Shares 10,044 Est. Cost $23.27 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $224 Shares 2,677 Est. Cost $43.21 Unrealized +11.9%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $222 Shares 839 Est. Cost $269.72 Unrealized +7.9%
IDLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $220 Shares 8,198 Est. Cost $26.78 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $217 Shares 1,047 Est. Cost $204.23 Unrealized -6.9%
IWR ISHARES TR 0.1%
Value ($000) $216 Shares 3,203 Est. Cost $78.31 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $215 Shares 1,547 Est. Cost $138.67 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $214 Shares 1,231 Est. Cost $153.35 Unrealized -3.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $214 Shares 6,110 Est. Cost $30.06 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $213 Shares 991 Est. Cost $214.52 Unrealized
EBND SPDR SER TR 0.1%
Value ($000) $212 Shares 10,306 Est. Cost $20.56 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $210 Shares 6,214 Est. Cost $33.24 Unrealized +9.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $210 Shares 3,240 Est. Cost $125.26 Unrealized -47.3%
PSX PHILLIPS 66 0.1%
Value ($000) $204 Shares 1,958 Est. Cost $91.37 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $203 Shares 2,959 Est. Cost $25.00 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $202 Shares 1,221 Est. Cost $146.87 Unrealized +4.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $202 Shares 280 Est. Cost $625.92 Unrealized +17.2%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $202 Shares 4,085 Est. Cost $51.52 Unrealized 0.0%
XYZ BLOCK INC 0.1%
Value ($000) $201 Shares 3,206 Est. Cost $61.70 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $201 Shares 3,535 Est. Cost $47.12 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $144 Shares 12,349 Est. Cost $10.61 Unrealized -5.1%
NOK NOKIA CORP 0.0%
Value ($000) $93 Shares 20,134 Est. Cost $4.28 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 10,717 Est. Cost $7.43 Unrealized -82.2%