Vermillion & White Wealth Management Group, LLC Diversified Active

CIK: 0001862443 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $125,246 (100.0% shares, 0.0% debt)

Holdings (346)

IVV ISHARES CORE S&P 500 ETF 15.2%
Value ($000) $18,998 Shares 36,136 Est. Cost $482.51 Unrealized
ROE ASTORIA US QUALITY KINGSETF IV 12.4%
Value ($000) $15,523 Shares 531,784 Est. Cost $26.00 Unrealized
SPIB SPDR INTRMDT TRM CRPRATEBND ETF 5.0%
Value ($000) $6,215 Shares 190,107 Est. Cost $32.83 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 4.5%
Value ($000) $5,686 Shares 34,599 Est. Cost $162.84 Unrealized
SPTI SPDR PORT INTER TRM TRSRY ETF 4.2%
Value ($000) $5,283 Shares 187,474 Est. Cost $28.56 Unrealized
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 3.7%
Value ($000) $4,610 Shares 152,546 Est. Cost $28.79 Unrealized
QGRO AMERICAN CENTURY US QLT GRWT ETF 3.6%
Value ($000) $4,544 Shares 53,500 Est. Cost $84.94 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF IV 3.6%
Value ($000) $4,455 Shares 58,470 Est. Cost $70.28 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 3.2%
Value ($000) $3,981 Shares 94,904 Est. Cost $42.37 Unrealized
IHDG WISDOMTREE INTER HDG QLYDIV GRT ETF 2.7%
Value ($000) $3,345 Shares 72,810 Est. Cost $41.99 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 2.2%
Value ($000) $2,704 Shares 75,450 Est. Cost $34.01 Unrealized
DGRE WSDMTR WSDMTR EMR MKT QLT DIV ETF IV 2.1%
Value ($000) $2,655 Shares 103,307 Est. Cost $24.60 Unrealized
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 2.1%
Value ($000) $2,577 Shares 54,791 Est. Cost $47.01 Unrealized
SPMB SPDR PORT MRTGG BCKD BNDETF 1.7%
Value ($000) $2,113 Shares 97,268 Est. Cost $21.72 Unrealized
UPS UNITED PARCEL SRVC CLASS B 1.7%
Value ($000) $2,091 Shares 14,068 Est. Cost $134.80 Unrealized +1.2%
LGLV SPDR SSGA US LG CP LW VLT INX ETF 1.6%
Value ($000) $2,038 Shares 13,089 Est. Cost $145.21 Unrealized
GOVT ISHARES US TREASURY BONDETF 1.6%
Value ($000) $1,994 Shares 45,202 Est. Cost $25.52 Unrealized
SPTL SPDR LONG TERM TREASURY ETF 1.3%
Value ($000) $1,635 Shares 58,514 Est. Cost $29.02 Unrealized
ESGV VANGUARD ESG US STOCK ETF 1.3%
Value ($000) $1,627 Shares 17,455 Est. Cost $85.06 Unrealized
GLDM SPDR GOLD MINISHARES ETF 1.2%
Value ($000) $1,538 Shares 34,917 Est. Cost $40.91 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,479 Shares 2,940 Est. Cost $350.36 Unrealized +14.0%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 1.1%
Value ($000) $1,326 Shares 15,859 Est. Cost $79.41 Unrealized
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 0.9%
Value ($000) $1,174 Shares 47,472 Est. Cost $24.12 Unrealized
INVSC BULLETSHAR 2024 CRPRT BND ETF 0.9%
Value ($000) $1,085 Shares 51,732 Est. Cost $20.97 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $999 Shares 5,824 Est. Cost $182.81 Unrealized -1.4%
BSCR INVSC BULLETSHARES 2027 CRP BND ETF 0.8%
Value ($000) $957 Shares 49,610 Est. Cost $19.29 Unrealized
BSMO INVESCO BLETSHS 2024 MNPL BND ETF 0.8%
Value ($000) $954 Shares 38,495 Est. Cost $24.78 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.7%
Value ($000) $927 Shares 17,046 Est. Cost $52.43 Unrealized
BSMR INVESCO BLETSHS 2027 MNPL BND ETF 0.7%
Value ($000) $923 Shares 39,007 Est. Cost $23.66 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.7%
Value ($000) $922 Shares 9,740 Est. Cost $97.62 Unrealized
INVSC BULLETSHARES 2025 CRP BND ETF 0.6%
Value ($000) $735 Shares 35,961 Est. Cost $20.43 Unrealized
BSCQ INVSC BULLETSHARS 2026 CORP BND ETF 0.5%
Value ($000) $684 Shares 35,592 Est. Cost $19.21 Unrealized
INVESCO BLETSHS 2025 MNPL BND ETF 0.5%
Value ($000) $637 Shares 26,176 Est. Cost $24.34 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $606 Shares 13,897 Est. Cost $34.82 Unrealized +2.5%
UNH UNITEDHEALTH GRP INC 0.5%
Value ($000) $599 Shares 1,211 Est. Cost $510.02 Unrealized -4.1%
EFG ISHARES MSCI EAFE GROWTHETF 0.5%
Value ($000) $566 Shares 5,450 Est. Cost $99.07 Unrealized
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF 0.4%
Value ($000) $557 Shares 23,625 Est. Cost $23.56 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $542 Shares 3,107 Est. Cost $140.18 Unrealized +19.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $541 Shares 2,964 Est. Cost $170.40 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.4%
Value ($000) $534 Shares 4,907 Est. Cost $110.66 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.4%
Value ($000) $487 Shares 3,950 Est. Cost $117.22 Unrealized
MBB ISHARES MBS ETF 0.4%
Value ($000) $486 Shares 5,259 Est. Cost $93.35 Unrealized
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.3%
Value ($000) $432 Shares 8,532 Est. Cost $50.56 Unrealized
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $419 Shares 9,196 Est. Cost $46.07 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $402 Shares 3,832 Est. Cost $108.26 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $381 Shares 2,204 Est. Cost $124.75 Unrealized +21.8%
EMXC ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $347 Shares 6,036 Est. Cost $53.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $347 Shares 1,333 Est. Cost $259.97 Unrealized
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.3%
Value ($000) $327 Shares 6,384 Est. Cost $51.27 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $306 Shares 2,660 Est. Cost $104.92 Unrealized
PM PHILIP MORRIS INTL 0.2%
Value ($000) $290 Shares 3,165 Est. Cost $83.71 Unrealized +1.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $273 Shares 567 Est. Cost $437.06 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $271 Shares 300 Est. Cost $46.31 Unrealized +56.4%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $271 Shares 2,450 Est. Cost $110.13 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.2%
Value ($000) $256 Shares 4,963 Est. Cost $51.00 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $252 Shares 3,389 Est. Cost $70.35 Unrealized
CEG CONSTELLATION ENERGY COR 0.2%
Value ($000) $247 Shares 1,338 Est. Cost $115.14 Unrealized +21.9%
IYW ISHARES US TECHNOLOGY ETF 0.2%
Value ($000) $239 Shares 1,769 Est. Cost $128.24 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $223 Shares 8,031 Est. Cost $26.40 Unrealized -6.6%
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.2%
Value ($000) $214 Shares 482 Est. Cost $444.01 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $197 Shares 1,694 Est. Cost $97.59 Unrealized +0.5%
EXC EXELON CORP 0.1%
Value ($000) $182 Shares 4,848 Est. Cost $35.51 Unrealized -6.5%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $178 Shares 3,331 Est. Cost $53.34 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $171 Shares 2,280 Est. Cost $68.46 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.1%
Value ($000) $170 Shares 17,000 Est. Cost $7.19 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $169 Shares 2,002 Est. Cost $79.34 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $155 Shares 5,822 Est. Cost $26.55 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $141 Shares 1,310 Est. Cost $107.48 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $138 Shares 1,051 Est. Cost $124.97 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $131 Shares 1,040 Est. Cost $106.71 Unrealized +5.3%
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $129 Shares 3,171 Est. Cost $39.19 Unrealized
SPGP INVESCO S AND P 500 GARPETF 0.1%
Value ($000) $128 Shares 1,201 Est. Cost $106.53 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $125 Shares 710 Est. Cost $231.70 Unrealized -15.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $123 Shares 777 Est. Cost $147.82 Unrealized +1.6%
QQQE DIREXION NASDAQ 100 EQL WGHT IDX ETF 0.1%
Value ($000) $119 Shares 1,334 Est. Cost $89.20 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $119 Shares 310 Est. Cost $293.72 Unrealized +18.7%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $112 Shares 1,326 Est. Cost $77.73 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $111 Shares 1,533 Est. Cost $73.54 Unrealized
VB VANGUARD SMALL CAP ETF IV 0.1%
Value ($000) $103 Shares 450 Est. Cost $228.59 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.1%
Value ($000) $103 Shares 3,661 Est. Cost $27.72 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $100 Shares 908 Est. Cost $101.99 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.1%
Value ($000) $98 Shares 1,339 Est. Cost $65.06 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $97 Shares 2,264 Est. Cost $43.04 Unrealized
DISCOVER FINL S 0.1%
Value ($000) $97 Shares 738 Est. Cost $112.40 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $94 Shares 865 Est. Cost $107.57 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $92 Shares 1,127 Est. Cost $82.04 Unrealized
SPBO SPDR PORTFOLIO CORPORATEBOND ETF 0.1%
Value ($000) $87 Shares 2,986 Est. Cost $29.30 Unrealized
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.1%
Value ($000) $86 Shares 1,528 Est. Cost $55.64 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $85 Shares 700 Est. Cost $111.63 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $79 Shares 644 Est. Cost $86.20 Unrealized +18.8%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $79 Shares 2,258 Est. Cost $33.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $79 Shares 1,885 Est. Cost $41.77 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $79 Shares 483 Est. Cost $153.68 Unrealized
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.1%
Value ($000) $76 Shares 1,793 Est. Cost $42.22 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $73 Shares 480 Est. Cost $134.68 Unrealized +6.4%
NEAR BLACKROCK SHORT DURATN BND ETF 0.1%
Value ($000) $72 Shares 1,424 Est. Cost $50.51 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $71 Shares 1,165 Est. Cost $53.26 Unrealized +6.5%
PG PROCTER & GAMBLE 0.1%
Value ($000) $69 Shares 426 Est. Cost $140.61 Unrealized +6.6%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $69 Shares 2,152 Est. Cost $31.95 Unrealized
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $68 Shares 141 Est. Cost $323.40 Unrealized +37.0%
BTAL AGF US MKT NEUTRL ANTI BETA ETF 0.1%
Value ($000) $68 Shares 3,751 Est. Cost $16.95 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $67 Shares 926 Est. Cost $56.12 Unrealized +14.5%
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.1%
Value ($000) $66 Shares 1,120 Est. Cost $58.65 Unrealized
IYE ISHARES US ENERGY ETF 0.1%
Value ($000) $65 Shares 1,322 Est. Cost $44.12 Unrealized
BSCS INVESCO BULLETSHARS 2028CORP BD ETF 0.0%
Value ($000) $62 Shares 3,103 Est. Cost $20.07 Unrealized
GIGB GLDMN SCHS ACS INV GRD CRPRT ETF 0.0%
Value ($000) $62 Shares 1,357 Est. Cost $46.24 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $61 Shares 2,287 Est. Cost $26.62 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $60 Shares 242 Est. Cost $232.64 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $60 Shares 748 Est. Cost $80.63 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $60 Shares 284 Est. Cost $197.19 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $59 Shares 1,640 Est. Cost $36.81 Unrealized -9.9%
MMM 3M CO 0.0%
Value ($000) $58 Shares 549 Est. Cost $75.54 Unrealized +5.0%
BX BLACKSTONE INC 0.0%
Value ($000) $57 Shares 432 Est. Cost $102.08 Unrealized +16.3%
SO SOUTHERN CO 0.0%
Value ($000) $57 Shares 789 Est. Cost $63.75 Unrealized +1.6%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $56 Shares 974 Est. Cost $57.86 Unrealized
VTC VANGUARD TOTAL CORPORATEBOND ETF IV 0.0%
Value ($000) $54 Shares 705 Est. Cost $76.62 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $53 Shares 408 Est. Cost $125.14 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $52 Shares 124 Est. Cost $350.99 Unrealized +12.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $52 Shares 254 Est. Cost $189.48 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $51 Shares 636 Est. Cost $65.40 Unrealized +8.3%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $48 Shares 1,110 Est. Cost $40.09 Unrealized +1.3%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $47 Shares 234 Est. Cost $144.89 Unrealized +19.8%
F FORD MOTOR CO 0.0%
Value ($000) $47 Shares 3,520 Est. Cost $9.63 Unrealized +11.0%
VGIT VANGUARD INTRMDIAT TRM TRSRY ETF 0.0%
Value ($000) $47 Shares 795 Est. Cost $58.55 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.0%
Value ($000) $45 Shares 892 Est. Cost $51.05 Unrealized
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF 0.0%
Value ($000) $45 Shares 859 Est. Cost $52.80 Unrealized
CTSH COGNIZANT TECH SOLU CLASS A 0.0%
Value ($000) $45 Shares 609 Est. Cost $66.72 Unrealized +11.1%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $44 Shares 773 Est. Cost $57.05 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 6,000 Est. Cost $7.95 Unrealized -0.0%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $43 Shares 83 Est. Cost $475.31 Unrealized
USO UNITED STATES OIL ETF 0.0%
Value ($000) $43 Shares 549 Est. Cost $66.65 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $43 Shares 152 Est. Cost $242.67 Unrealized +12.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $41 Shares 201 Est. Cost $172.33 Unrealized +4.9%
SLQD ISHRS 0-5 YEAR INV GRD CRPRAT ETF 0.0%
Value ($000) $41 Shares 831 Est. Cost $49.20 Unrealized
DOW DOW INC 0.0%
Value ($000) $40 Shares 691 Est. Cost $44.66 Unrealized +9.6%
ITOT ISHARES CORE S&P TOTAL US STOCK MARK 0.0%
Value ($000) $39 Shares 341 Est. Cost $105.81 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $39 Shares 933 Est. Cost $42.04 Unrealized
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $38 Shares 165 Est. Cost $188.42 Unrealized +14.5%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $36 Shares 1,132 Est. Cost $32.06 Unrealized
WMT WALMART INC 0.0%
Value ($000) $36 Shares 600 Est. Cost $54.58 Unrealized +2.7%
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $36 Shares 690 Est. Cost $52.00 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $35 Shares 750 Est. Cost $35.90 Unrealized +9.7%
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.24 Unrealized
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 0.0%
Value ($000) $34 Shares 1,276 Est. Cost $26.75 Unrealized
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $33 Shares 218 Est. Cost $133.35 Unrealized +6.5%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $33 Shares 781 Est. Cost $31.05 Unrealized +15.7%
MRK MERCK & CO INC 0.0%
Value ($000) $33 Shares 248 Est. Cost $96.81 Unrealized +19.6%
ABBV ABBVIE INC 0.0%
Value ($000) $31 Shares 172 Est. Cost $136.03 Unrealized +19.1%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $31 Shares 130 Est. Cost $218.15 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $31 Shares 300 Est. Cost $103.07 Unrealized
COMT ISHR ETF GSCI CMD DY STRETF IV 0.0%
Value ($000) $31 Shares 1,132 Est. Cost $25.83 Unrealized
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $30 Shares 236 Est. Cost $103.65 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $30 Shares 510 Est. Cost $58.65 Unrealized
LXRX LEXICON PHARMACEUTIC 0.0%
Value ($000) $30 Shares 12,415 Est. Cost $2.15 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $29 Shares 128 Est. Cost $156.99 Unrealized +29.2%
DBEF XTRACKERS MSCI EAFE HDGDEQY ETF 0.0%
Value ($000) $29 Shares 708 Est. Cost $36.98 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 0.0%
Value ($000) $28 Shares 455 Est. Cost $110.68 Unrealized
DFGX DIMENSIONAL GBL EX US CRE FXD ETF IV 0.0%
Value ($000) $24 Shares 450 Est. Cost $53.01 Unrealized
VRP INVSC VARIABLE RATE PREFERRED ETF IV 0.0%
Value ($000) $24 Shares 997 Est. Cost $23.77 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $23 Shares 438 Est. Cost $51.63 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $23 Shares 140 Est. Cost $111.04 Unrealized +21.6%
AAL AMERICAN AIRLS GROUP 0.0%
Value ($000) $23 Shares 1,476 Est. Cost $12.56 Unrealized +15.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $23 Shares 121 Est. Cost $186.81 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF IV 0.0%
Value ($000) $22 Shares 693 Est. Cost $31.19 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $22 Shares 405 Est. Cost $47.02 Unrealized -1.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $21 Shares 330 Est. Cost $53.46 Unrealized +3.6%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $21 Shares 300 Est. Cost $64.31 Unrealized +7.1%
TQQQ PSHR ULTRAPRO ETF DV 0.0%
Value ($000) $20 Shares 333 Est. Cost $50.70 Unrealized
DFUS DIMENSIONAL U S EQUITY ETF 0.0%
Value ($000) $20 Shares 359 Est. Cost $56.98 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $19 Shares 498 Est. Cost $28.22 Unrealized +18.3%
BA BOEING CO 0.0%
Value ($000) $19 Shares 100 Est. Cost $213.87 Unrealized -3.9%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $19 Shares 93 Est. Cost $191.17 Unrealized
VCSH VGRD STC ETF DV 0.0%
Value ($000) $19 Shares 245 Est. Cost $77.31 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $83.84 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 495 Est. Cost $27.61 Unrealized +18.8%
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $18 Shares 236 Est. Cost $77.39 Unrealized
DKS DICKS SPORTING GOODS 0.0%
Value ($000) $18 Shares 80 Est. Cost $115.70 Unrealized +41.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $18 Shares 358 Est. Cost $42.64 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $153.75 Unrealized +2.3%
T A T & T INC 0.0%
Value ($000) $17 Shares 988 Est. Cost $14.21 Unrealized +9.9%
AOR ISHRS CORE GRW ALLO 0.0%
Value ($000) $17 Shares 307 Est. Cost $53.31 Unrealized
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $17 Shares 374 Est. Cost $40.70 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $17 Shares 338 Est. Cost $47.98 Unrealized -1.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $17 Shares 916 Est. Cost $15.35 Unrealized +4.1%
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $16 Shares 87 Est. Cost $157.21 Unrealized
HYSR SUNHYDROGEN INC 0.0%
Value ($000) $16 Shares 1,000,000 Est. Cost $0.01 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $16 Shares 1,337 Est. Cost $11.88 Unrealized
VXF VANGUARD EXTENDED MARKETETF 0.0%
Value ($000) $16 Shares 90 Est. Cost $164.42 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $15 Shares 51 Est. Cost $262.22 Unrealized +8.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $15 Shares 138 Est. Cost $107.98 Unrealized
DYNF BLACKROCK US EQY FCTR ROTN ETF 0.0%
Value ($000) $15 Shares 341 Est. Cost $44.40 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $15 Shares 30 Est. Cost $576.76 Unrealized -0.6%
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.40 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $72.33 Unrealized
VECTOR GROUP LTD 0.0%
Value ($000) $14 Shares 1,306 Est. Cost $11.28 Unrealized
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 0.0%
Value ($000) $14 Shares 548 Est. Cost $25.49 Unrealized
GE GENERAL ELECTRIC CO TRADES WITH DUE BILLS 0.0%
Value ($000) $14 Shares 79 Est. Cost $91.47 Unrealized +27.3%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $102.08 Unrealized
DFGR DIMENSIONL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 518 Est. Cost $25.53 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $13 Shares 45 Est. Cost $262.27 Unrealized
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $13 Shares 193 Est. Cost $65.80 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $13 Shares 150 Est. Cost $71.72 Unrealized +5.9%
VCIT VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP BND IDX FD ETF 0.0%
Value ($000) $13 Shares 160 Est. Cost $80.51 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 76 Est. Cost $118.34 Unrealized +25.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $12 Shares 105 Est. Cost $106.01 Unrealized +3.4%
SSO PROSHARES ULTRA S&P 500 ETF 0.0%
Value ($000) $12 Shares 158 Est. Cost $65.07 Unrealized
DD DUPONT DE NEMOURS INC IA 0.0%
Value ($000) $12 Shares 160 Est. Cost $29.01 Unrealized -1.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $12 Shares 243 Est. Cost $40.17 Unrealized +6.2%
INTC INTEL CORP 0.0%
Value ($000) $12 Shares 270 Est. Cost $40.04 Unrealized +10.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $12 Shares 26 Est. Cost $417.42 Unrealized -0.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $165.25 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 117 Est. Cost $99.25 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value ($000) $11 Shares 48 Est. Cost $238.31 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $11 Shares 600 Est. Cost $19.25 Unrealized -2.3%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $11 Shares 181 Est. Cost $55.87 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $11 Shares 209 Est. Cost $45.92 Unrealized +2.6%
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $11 Shares 191 Est. Cost $56.39 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.0%
Value ($000) $10 Shares 57 Est. Cost $137.84 Unrealized +26.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $10 Shares 38 Est. Cost $250.71 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $10 Shares 90 Est. Cost $68.27 Unrealized +32.7%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $110.01 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $125.32 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $9 Shares 100 Est. Cost $102.99 Unrealized -5.0%
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 159 Est. Cost $46.55 Unrealized +8.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $9 Shares 65 Est. Cost $132.16 Unrealized -10.1%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $8 Shares 134 Est. Cost $61.90 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $8 Shares 691 Est. Cost $8.69 Unrealized +27.0%
ICVT ISHARES CONVERTIBLE BONDETF 0.0%
Value ($000) $8 Shares 101 Est. Cost $78.58 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 40 Est. Cost $141.98 Unrealized +15.8%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $8 Shares 182 Est. Cost $42.95 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $8 Shares 10 Est. Cost $575.10 Unrealized +22.2%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.54 Unrealized
CDNS CADENCE DESIGN SYS 0.0%
Value ($000) $7 Shares 22 Est. Cost $257.66 Unrealized +14.8%
TAP MOLSON COORS BEVERAGE CLCLASS B 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.95 Unrealized +6.2%
SNOW SNOWFLAKE INC CLASS A 0.0%
Value ($000) $6 Shares 40 Est. Cost $169.08 Unrealized +14.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $511.34 Unrealized +7.6%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $6 Shares 22 Est. Cost $234.24 Unrealized +10.1%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 34 Est. Cost $163.59 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $58.07 Unrealized
SR SPIRE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.34 Unrealized
IFRA ISHARES US INFRASTRUCTURE ETF 0.0%
Value ($000) $6 Shares 139 Est. Cost $40.28 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $175.85 Unrealized +18.2%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $43.65 Unrealized +29.2%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $5 Shares 46 Est. Cost $98.59 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $5 Shares 15 Est. Cost $274.84 Unrealized +20.2%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $5 Shares 11 Est. Cost $397.11 Unrealized +14.0%
ONCONOVA THERAPEUTIC 0.0%
Value ($000) $5 Shares 5,133 Est. Cost $0.75 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $72.19 Unrealized -0.3%
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $5 Shares 24 Est. Cost $179.88 Unrealized +12.4%
SYY SYSCO CORP 0.0%
Value ($000) $5 Shares 63 Est. Cost $64.89 Unrealized +14.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $172.22 Unrealized +8.2%
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $255.10 Unrealized +8.2%
TTWO TAKE TWO INTERACTV 0.0%
Value ($000) $5 Shares 32 Est. Cost $149.20 Unrealized +4.1%
CVX CHEVRON CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $137.80 Unrealized +0.9%
CMS C M S ENERGY CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $52.28 Unrealized +4.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $388.21 Unrealized +10.1%
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $5 Shares 74 Est. Cost $67.79 Unrealized -19.1%
PPL PPL CORP 0.0%
Value ($000) $5 Shares 168 Est. Cost $23.57 Unrealized +5.9%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $5 Shares 39 Est. Cost $73.62 Unrealized +22.0%
VICI VICI PROPERTIES INC 0.0%
Value ($000) $5 Shares 153 Est. Cost $25.92 Unrealized +3.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 16 Est. Cost $258.68 Unrealized +7.5%
ARW ARROW ELECTRONICS 0.0%
Value ($000) $4 Shares 33 Est. Cost $119.35 Unrealized -1.9%
AEG AEGON LTD ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 671 Est. Cost $5.76 Unrealized
DGCB DIMENSIONAL GLOBAL CREDIT ETF IV 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.95 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $4 Shares 31 Est. Cost $106.81 Unrealized +10.3%
CLX CLOROX CO 0.0%
Value ($000) $4 Shares 25 Est. Cost $124.04 Unrealized +13.0%
FDX FEDEX CORP 0.0%
Value ($000) $4 Shares 13 Est. Cost $242.32 Unrealized -1.0%
CAKE CHEESECAKE FACTORY 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.30 Unrealized +9.6%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $3 Shares 36 Est. Cost $69.95 Unrealized +29.5%
EMB ISHARES JP MORGAN USD EMERGING MARKE 0.0%
Value ($000) $3 Shares 38 Est. Cost $89.92 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 0.0%
Value ($000) $3 Shares 92 Est. Cost $36.53 Unrealized
IEF ISHARES 7-10 YEAR TRSURYBOND ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $96.40 Unrealized
AOA ISHRS CORE AGR ALLO 0.0%
Value ($000) $3 Shares 44 Est. Cost $69.05 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $53.98 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $3 Shares 9 Est. Cost $344.22 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $24.95 Unrealized -3.7%
ARTY ISHARE ROBOT ARTIF INTELMULTSEC ETF 0.0%
Value ($000) $3 Shares 83 Est. Cost $34.51 Unrealized
RHI ROBERT HALF INTL 0.0%
Value ($000) $3 Shares 34 Est. Cost $79.48 Unrealized +1.4%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $1.21 Unrealized +119.7%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $3 Shares 76 Est. Cost $30.20 Unrealized -1.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $883.63 Unrealized
IBM IBM CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $141.50 Unrealized +22.0%
TER TERADYNE INCORPORATE 0.0%
Value ($000) $2 Shares 21 Est. Cost $94.00 Unrealized +10.0%
IAGG ISHARES INTERNTINL AGGRGT BND ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $49.79 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.79 Unrealized +18.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $280.77 Unrealized +13.2%
QRVO QORVO INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $96.55 Unrealized +14.1%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.49 Unrealized +31.4%
MARA MARATHON DIGITAL HLDGS I 0.0%
Value ($000) $2 Shares 83 Est. Cost $12.62 Unrealized +73.1%
PYPL PAYPAL HOLDINGS INCORPOR 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.15 Unrealized +7.1%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $2 Shares 137 Est. Cost $12.07 Unrealized +8.0%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $45.30 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $83.42 Unrealized
ENR ENERGIZER HOLDINGS INC N 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.47 Unrealized -3.6%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $41.35 Unrealized +27.0%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $1 Shares 6 Est. Cost $232.50 Unrealized 0.0%
ASO ACADEMY SPORTS & OUTDOOR 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.75 Unrealized +33.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.61 Unrealized +27.0%
LEGN LEGEND BIOTECH CORP FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.16 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.85 Unrealized +25.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.19 Unrealized -3.9%
FDMO FIDELITY MOMENTUM FACTORETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.35 Unrealized
SNAP SNAP INC CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized +9.3%
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.35 Unrealized
SYNA SYNAPTICS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.25 Unrealized +5.9%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.39 Unrealized -8.3%
DIVO AMPLIFY CWP ENHANCED DIVINM ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.31 Unrealized
SPLB SPDR LONG TERM CORPORATEBOND ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $23.80 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $9.13 Unrealized +9.4%
LE LANDS END INC 0.0%
Value ($000) $1 Shares 87 Est. Cost $7.43 Unrealized +22.8%
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.79 Unrealized -10.7%
LI LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.40 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.54 Unrealized +0.3%
CALY TOPGOLF CALLAWAY BRANDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.85 Unrealized +10.6%
PSP INVSC GLOBAL LISTED PRIVATE EQ ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.00 Unrealized
XTWO BNDBLXX BLMBRG 2 YR TRG US TR ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.44 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.40 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.59 Unrealized +16.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.87 Unrealized +23.1%
RTX RTX CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.63 Unrealized +14.8%
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.67 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $29.57 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.10 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $1 Shares 450 Est. Cost $1.17 Unrealized +22.2%
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $1 Shares 16 Est. Cost $39.75 Unrealized
SMOG VANECK LOW CARBON ENERGYETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.67 Unrealized
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 996 Est. Cost $0.59 Unrealized
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $0 Shares 64 Est. Cost $7.69 Unrealized +3.5%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $12.33 Unrealized +28.6%
ARGO BLOCKCHAIN PLC 0.0%
Value ($000) $0 Shares 193 Est. Cost $37.37 Unrealized
SWBI SMITH & WESSON BRANDS IN 0.0%
Value ($000) $0 Shares 23 Est. Cost $13.77 Unrealized +4.8%
HCMC HEALTHIER CHOICES MANAGE 0.0%
Value ($000) $0 Shares 6,995,237 Est. Cost $0.00 Unrealized 0.0%
ENZC ENZOLYTICS INC 0.0%
Value ($000) $0 Shares 29,860 Est. Cost $0.03 Unrealized -37.5%
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 67 Est. Cost $9.06 Unrealized
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized
GINKGO BIOWORKS HLDGS INCLASS A 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.16 Unrealized
SMR NUSCALE PWR CORP CLASS A 0.0%
Value ($000) $0 Shares 38 Est. Cost $3.55 Unrealized +0.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.02 Unrealized +12.6%
BHF BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.66 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.12 Unrealized -9.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.00 Unrealized
NOK NOKIA OYJ FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 16 Est. Cost $3.56 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.03 Unrealized +25.6%
UXIN UXIN LIMITED FSPONSORED ADR 1 ADR REPS 300 ORD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.10 Unrealized
MJNA MEDICAL MARIJUANA 0.0%
Value ($000) $0 Shares 1,270 Est. Cost $0.00 Unrealized -33.9%
ADXS AYALA PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.71 Unrealized 0.0%