Invst, LLC Diversified Active

CIK: 0001867587 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 25, 2022

Total Value ($000): $638,931 (100.0% shares, 0.0% debt)

Holdings (181)

IVV ISHARES TR 7.6%
Value ($000) $48,657 Shares 114,898 Est. Cost $396.70 Unrealized
SPINNAKER ETF SERIES 7.2%
Value ($000) $46,288 Shares 4,680,292 Est. Cost $9.93 Unrealized
EFV ISHARES TR 5.5%
Value ($000) $35,000 Shares 683,861 Est. Cost $51.29 Unrealized
BIL SPDR SER TR 4.6%
Value ($000) $29,507 Shares 322,793 Est. Cost $91.41 Unrealized
VTV VANGUARD INDEX FDS 4.6%
Value ($000) $29,455 Shares 209,077 Est. Cost $139.32 Unrealized
SHY ISHARES TR 4.6%
Value ($000) $29,443 Shares 349,104 Est. Cost $84.34 Unrealized
SCHG SCHWAB STRATEGIC TR 4.2%
Value ($000) $27,029 Shares 199,612 Est. Cost $86.30 Unrealized
QQQ INVESCO QQQ TR 4.0%
Value ($000) $25,713 Shares 78,054 Est. Cost $299.38 Unrealized
VNQ VANGUARD INDEX FDS 3.6%
Value ($000) $23,181 Shares 231,899 Est. Cost $91.68 Unrealized
VBK VANGUARD INDEX FDS 3.2%
Value ($000) $20,385 Shares 88,748 Est. Cost $228.84 Unrealized
SCHE SCHWAB STRATEGIC TR 2.7%
Value ($000) $17,166 Shares 587,665 Est. Cost $27.67 Unrealized
ESGU ISHARES TR 2.6%
Value ($000) $16,563 Shares 175,063 Est. Cost $80.59 Unrealized
XLE SELECT SECTOR SPDR TR 1.9%
Value ($000) $11,946 Shares 176,609 Est. Cost $52.09 Unrealized
SCHF SCHWAB STRATEGIC TR 1.8%
Value ($000) $11,379 Shares 310,563 Est. Cost $33.24 Unrealized
VFH VANGUARD WORLD FDS 1.6%
Value ($000) $10,486 Shares 111,756 Est. Cost $89.10 Unrealized
XLB SELECT SECTOR SPDR TR 1.6%
Value ($000) $9,956 Shares 121,997 Est. Cost $58.93 Unrealized
VGT VANGUARD WORLD FDS 1.5%
Value ($000) $9,785 Shares 25,467 Est. Cost $384.22 Unrealized
VDC VANGUARD WORLD FDS 1.5%
Value ($000) $9,631 Shares 50,665 Est. Cost $190.09 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $9,364 Shares 194,678 Est. Cost $47.48 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $8,977 Shares 56,081 Est. Cost $101.87 Unrealized +51.9%
TSLA TESLA INC 1.4%
Value ($000) $8,943 Shares 11,705 Est. Cost $108.23 Unrealized +209.9%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $8,683 Shares 20,578 Est. Cost $346.36 Unrealized
VBR VANGUARD INDEX FDS 1.3%
Value ($000) $8,366 Shares 50,000 Est. Cost $122.01 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.2%
Value ($000) $7,979 Shares 149,591 Est. Cost $56.73 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $7,195 Shares 142,185 Est. Cost $52.47 Unrealized
CORP PIMCO ETF TR 1.1%
Value ($000) $6,866 Shares 64,849 Est. Cost $108.95 Unrealized
IEF ISHARES TR 1.0%
Value ($000) $6,620 Shares 59,842 Est. Cost $118.73 Unrealized
TLT ISHARES TR 1.0%
Value ($000) $6,502 Shares 47,571 Est. Cost $154.97 Unrealized
EFG ISHARES TR 1.0%
Value ($000) $6,233 Shares 65,586 Est. Cost $91.16 Unrealized
GOVT ISHARES TR 0.8%
Value ($000) $4,939 Shares 193,624 Est. Cost $26.50 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $4,936 Shares 1,704 Est. Cost $125.87 Unrealized +36.0%
VTEB VANGUARD MUN BD FDS 0.7%
Value ($000) $4,465 Shares 84,102 Est. Cost $53.74 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $4,335 Shares 15,467 Est. Cost $147.01 Unrealized +113.2%
TFI SPDR SER TR 0.6%
Value ($000) $3,670 Shares 73,853 Est. Cost $51.59 Unrealized
ESGE ISHARES INC 0.5%
Value ($000) $3,411 Shares 88,202 Est. Cost $34.65 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $3,382 Shares 32,789 Est. Cost $90.68 Unrealized
IYE ISHARES TR 0.4%
Value ($000) $2,668 Shares 74,750 Est. Cost $26.45 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,659 Shares 1,042 Est. Cost $71.33 Unrealized +101.1%
CRM SALESFORCE COM INC 0.4%
Value ($000) $2,381 Shares 12,494 Est. Cost $198.40 Unrealized +39.9%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,254 Shares 6,606 Est. Cost $290.38 Unrealized +22.8%
IXN ISHARES TR 0.3%
Value ($000) $2,223 Shares 40,966 Est. Cost $71.95 Unrealized
SSO PROSHARES TR 0.3%
Value ($000) $2,118 Shares 36,954 Est. Cost $82.58 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,080 Shares 815 Est. Cost $73.32 Unrealized +95.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,039 Shares 13,978 Est. Cost $133.42 Unrealized +18.3%
TGT TARGET CORP 0.3%
Value ($000) $2,027 Shares 10,676 Est. Cost $135.78 Unrealized +57.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,001 Shares 6,456 Est. Cost $210.03 Unrealized +36.4%
VLUE ISHARES TR 0.3%
Value ($000) $1,920 Shares 18,731 Est. Cost $79.38 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $1,915 Shares 15,367 Est. Cost $128.98 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,834 Shares 11,757 Est. Cost $110.21 Unrealized +21.7%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,785 Shares 3,604 Est. Cost $304.96 Unrealized +60.1%
PFE PFIZER INC 0.3%
Value ($000) $1,703 Shares 36,327 Est. Cost $35.68 Unrealized +12.8%
HD HOME DEPOT INC 0.3%
Value ($000) $1,694 Shares 5,492 Est. Cost $239.73 Unrealized +43.2%
WMT WALMART INC 0.3%
Value ($000) $1,687 Shares 12,490 Est. Cost $41.71 Unrealized +8.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,681 Shares 11,304 Est. Cost $95.97 Unrealized +54.0%
USMV ISHARES TR 0.3%
Value ($000) $1,618 Shares 22,512 Est. Cost $71.87 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,592 Shares 11,636 Est. Cost $104.50 Unrealized +47.9%
COMT ISHARES U S ETF TR 0.2%
Value ($000) $1,582 Shares 44,437 Est. Cost $34.44 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,560 Shares 4,246 Est. Cost $52.57 Unrealized +21.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,551 Shares 8,210 Est. Cost $106.15 Unrealized +52.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,548 Shares 9,602 Est. Cost $126.04 Unrealized +15.1%
IXG ISHARES TR 0.2%
Value ($000) $1,503 Shares 18,755 Est. Cost $76.30 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,489 Shares 10,145 Est. Cost $71.62 Unrealized +42.0%
BA BOEING CO 0.2%
Value ($000) $1,474 Shares 7,504 Est. Cost $229.85 Unrealized -8.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,468 Shares 16,372 Est. Cost $85.12 Unrealized +20.1%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,435 Shares 35,709 Est. Cost $31.75 Unrealized +22.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,426 Shares 8,487 Est. Cost $134.12 Unrealized +13.1%
BLACKROCK INC 0.2%
Value ($000) $1,322 Shares 1,805 Est. Cost $673.14 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $1,308 Shares 6,087 Est. Cost $183.56 Unrealized +19.8%
META META PLATFORMS INC 0.2%
Value ($000) $1,291 Shares 6,506 Est. Cost $210.15 Unrealized +56.9%
FALN ISHARES TR 0.2%
Value ($000) $1,259 Shares 45,233 Est. Cost $29.55 Unrealized
ATEC ALPHATEC HLDGS INC 0.2%
Value ($000) $1,212 Shares 127,169 Est. Cost $5.40 Unrealized +118.6%
TLH ISHARES TR 0.2%
Value ($000) $1,190 Shares 8,551 Est. Cost $142.33 Unrealized
COKE COCA COLA CONS INC 0.2%
Value ($000) $1,149 Shares 2,573 Est. Cost $25.13 Unrealized +88.1%
MBB ISHARES TR 0.1%
Value ($000) $930 Shares 8,973 Est. Cost $109.29 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $915 Shares 8,425 Est. Cost $59.86 Unrealized +27.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $902 Shares 5,581 Est. Cost $92.00 Unrealized +58.8%
OKE ONEOK INC NEW 0.1%
Value ($000) $893 Shares 14,695 Est. Cost $24.38 Unrealized +103.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $883 Shares 3,028 Est. Cost $136.60 Unrealized +103.7%
PFF ISHARES TR 0.1%
Value ($000) $873 Shares 24,501 Est. Cost $30.82 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $866 Shares 6,773 Est. Cost $61.45 Unrealized +127.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $835 Shares 2,311 Est. Cost $294.25 Unrealized +14.8%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $823 Shares 7,418 Est. Cost $66.16 Unrealized +34.3%
GNMA ISHARES TR 0.1%
Value ($000) $814 Shares 16,846 Est. Cost $48.32 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $813 Shares 9,421 Est. Cost $48.78 Unrealized +33.5%
KR KROGER CO 0.1%
Value ($000) $808 Shares 18,150 Est. Cost $29.85 Unrealized +28.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $806 Shares 15,521 Est. Cost $29.08 Unrealized +12.8%
V VISA INC 0.1%
Value ($000) $782 Shares 3,622 Est. Cost $181.65 Unrealized +14.6%
LAM RESEARCH CORP 0.1%
Value ($000) $772 Shares 1,424 Est. Cost $373.02 Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $765 Shares 9,097 Est. Cost $47.21 Unrealized +72.7%
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $749 Shares 10,742 Est. Cost $45.04 Unrealized +41.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $719 Shares 5,302 Est. Cost $83.03 Unrealized +15.7%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $712 Shares 3,669 Est. Cost $151.36 Unrealized +45.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $704 Shares 9,175 Est. Cost $45.61 Unrealized +18.2%
USB US BANCORP DEL 0.1%
Value ($000) $690 Shares 12,177 Est. Cost $35.16 Unrealized +38.9%
MGA MAGNA INTL INC 0.1%
Value ($000) $656 Shares 8,729 Est. Cost $45.22 Unrealized +55.9%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $649 Shares 32,506 Est. Cost $19.23 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $600 Shares 10,051 Est. Cost $28.43 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $574 Shares 19,070 Est. Cost $19.49 Unrealized +16.7%
BX BLACKSTONE INC 0.1%
Value ($000) $560 Shares 4,632 Est. Cost $64.95 Unrealized +78.8%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $534 Shares 14,924 Est. Cost $24.66 Unrealized +25.9%
JUNIPER NETWORKS INC 0.1%
Value ($000) $533 Shares 16,052 Est. Cost $26.94 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $532 Shares 3,966 Est. Cost $93.40 Unrealized +29.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $530 Shares 8,646 Est. Cost $58.80 Unrealized 0.0%
IRM IRON MTN INC NEW 0.1%
Value ($000) $515 Shares 12,184 Est. Cost $32.17 Unrealized +24.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $515 Shares 21,979 Est. Cost $17.06 Unrealized +12.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $508 Shares 2,269 Est. Cost $18.53 Unrealized +48.2%
LOW LOWES COS INC 0.1%
Value ($000) $506 Shares 2,351 Est. Cost $219.81 Unrealized 0.0%
ALLY ALLY FINL INC 0.1%
Value ($000) $505 Shares 10,500 Est. Cost $39.11 Unrealized +9.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $502 Shares 1,093 Est. Cost $238.17 Unrealized +77.3%
CEDAR FAIR L P 0.1%
Value ($000) $501 Shares 8,917 Est. Cost $47.92 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $500 Shares 12,013 Est. Cost $37.55 Unrealized +16.4%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $497 Shares 53,197 Est. Cost $7.64 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $497 Shares 8,416 Est. Cost $52.64 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $495 Shares 7,870 Est. Cost $54.72 Unrealized 0.0%
FE FIRSTENERGY CORP 0.1%
Value ($000) $493 Shares 12,435 Est. Cost $32.61 Unrealized 0.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $488 Shares 13,773 Est. Cost $35.04 Unrealized 0.0%
AMCOR PLC 0.1%
Value ($000) $487 Shares 41,853 Est. Cost $10.00 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $482 Shares 4,596 Est. Cost $77.54 Unrealized +9.2%
PSX PHILLIPS 66 0.1%
Value ($000) $481 Shares 5,728 Est. Cost $64.72 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $477 Shares 13,288 Est. Cost $36.81 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $477 Shares 19,482 Est. Cost $24.48 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $476 Shares 31,085 Est. Cost $13.03 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $471 Shares 10,367 Est. Cost $45.43 Unrealized
PPL PPL CORP 0.1%
Value ($000) $455 Shares 17,447 Est. Cost $24.94 Unrealized 0.0%
L LOEWS CORP 0.1%
Value ($000) $451 Shares 7,502 Est. Cost $55.90 Unrealized 0.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $444 Shares 2,472 Est. Cost $175.22 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $442 Shares 5,477 Est. Cost $78.72 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $442 Shares 3,486 Est. Cost $132.71 Unrealized -0.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $438 Shares 5,831 Est. Cost $29.21 Unrealized 0.0%
TDC TERADATA CORP DEL 0.1%
Value ($000) $437 Shares 9,200 Est. Cost $39.39 Unrealized +25.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $429 Shares 4,196 Est. Cost $55.79 Unrealized +44.3%
SLAB SILICON LABORATORIES INC 0.1%
Value ($000) $418 Shares 2,845 Est. Cost $184.14 Unrealized 0.0%
DIOD DIODES INC 0.1%
Value ($000) $414 Shares 4,870 Est. Cost $101.39 Unrealized 0.0%
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $412 Shares 6,192 Est. Cost $60.79 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $411 Shares 956 Est. Cost $512.06 Unrealized +22.1%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $405 Shares 6,440 Est. Cost $68.53 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $389 Shares 1,954 Est. Cost $91.56 Unrealized +90.4%
SNAP SNAP INC 0.1%
Value ($000) $360 Shares 9,726 Est. Cost $47.13 Unrealized +19.4%
ATI PHYSICAL THERAPY INC 0.1%
Value ($000) $358 Shares 149,035 Est. Cost $2.40 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $352 Shares 36,567 Est. Cost $10.92 Unrealized +7.6%
HAS HASBRO INC 0.1%
Value ($000) $335 Shares 3,639 Est. Cost $62.62 Unrealized +28.8%
ABT ABBOTT LABS 0.1%
Value ($000) $331 Shares 2,825 Est. Cost $103.68 Unrealized +14.5%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $329 Shares 1,761 Est. Cost $84.64 Unrealized +97.7%
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $327 Shares 9,257 Est. Cost $15.31 Unrealized +120.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $322 Shares 831 Est. Cost $244.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $311 Shares 2,838 Est. Cost $104.10 Unrealized +29.1%
SPYM SPDR SER TR 0.0%
Value ($000) $305 Shares 6,148 Est. Cost $50.58 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $305 Shares 8,616 Est. Cost $29.96 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $304 Shares 18,270 Est. Cost $9.87 Unrealized +35.2%
STIP ISHARES TR 0.0%
Value ($000) $298 Shares 2,835 Est. Cost $105.11 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $297 Shares 2,354 Est. Cost $104.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $291 Shares 1,887 Est. Cost $157.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $277 Shares 4,080 Est. Cost $48.41 Unrealized +1.7%
DVA DAVITA INC 0.0%
Value ($000) $275 Shares 2,441 Est. Cost $89.39 Unrealized +20.3%
DOW DOW INC 0.0%
Value ($000) $270 Shares 4,494 Est. Cost $29.74 Unrealized +51.5%
ETF MANAGERS TR 0.0%
Value ($000) $269 Shares 5,184 Est. Cost $46.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $268 Shares 5,027 Est. Cost $41.15 Unrealized -1.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $267 Shares 5,918 Est. Cost $39.35 Unrealized +17.3%
APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $263 Shares 4,232 Est. Cost $49.77 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $253 Shares 1,462 Est. Cost $259.62 Unrealized +12.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $252 Shares 442 Est. Cost $553.21 Unrealized +23.1%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $249 Shares 7,580 Est. Cost $20.68 Unrealized +113.5%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $232 Shares 21,407 Est. Cost $30.77 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $229 Shares 1,432 Est. Cost $110.68 Unrealized +35.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $223 Shares 1,491 Est. Cost $148.34 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $222 Shares 2,509 Est. Cost $68.04 Unrealized +37.9%
T AT&T INC 0.0%
Value ($000) $222 Shares 9,460 Est. Cost $15.49 Unrealized -5.3%
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $222 Shares 3,941 Est. Cost $45.04 Unrealized -0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $213 Shares 4,718 Est. Cost $27.83 Unrealized +47.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $212 Shares 3,902 Est. Cost $45.84 Unrealized +10.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $210 Shares 847 Est. Cost $229.60 Unrealized 0.0%
POWR ISHARES INC 0.0%
Value ($000) $207 Shares 9,981 Est. Cost $20.74 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $202 Shares 914 Est. Cost $187.27 Unrealized -1.1%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $202 Shares 1,890 Est. Cost $71.40 Unrealized +40.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $171 Shares 30,700 Est. Cost $346.36 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $157 Shares 16,069 Est. Cost $5.82 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value ($000) $145 Shares 31,357 Est. Cost $4.29 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $113 Shares 23,724 Est. Cost $14.92 Unrealized -51.5%
CONFORMIS INC 0.0%
Value ($000) $59 Shares 100,000 Est. Cost $0.93 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $36 Shares 11,500 Est. Cost $5.13 Unrealized
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $22 Shares 66,981 Est. Cost $0.53 Unrealized -14.5%