Burns Matteson Capital Management, LLC Quant / Systematic

CIK: 0001894164 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $207,030 (100.0% shares, 0.0% debt)

Holdings (186)

GLW CORNING INC COM 9.3%
Value ($000) $19,250 Shares 795,205 Est. Cost $34.00 Unrealized +36.2%
SPHQ INVESCO S&P 500 QUALITY ETF 7.1%
Value ($000) $14,782 Shares 207,432 Est. Cost $62.02 Unrealized
COWZ PACER US CASH COWS 100 ETF 4.9%
Value ($000) $10,088 Shares 183,077 Est. Cost $50.44 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 3.7%
Value ($000) $7,687 Shares 31,185 Est. Cost $149.53 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.2%
Value ($000) $6,619 Shares 249,788 Est. Cost $41.26 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 2.8%
Value ($000) $5,861 Shares 59,662 Est. Cost $103.51 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 2.6%
Value ($000) $5,418 Shares 161,354 Est. Cost $33.39 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.6%
Value ($000) $5,334 Shares 100,087 Est. Cost $52.88 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.4%
Value ($000) $4,882 Shares 35,206 Est. Cost $90.71 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $4,523 Shares 9,093 Est. Cost $273.38 Unrealized +58.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.1%
Value ($000) $4,289 Shares 58,905 Est. Cost $56.23 Unrealized
GLD SPDR GOLD SHARES 2.0%
Value ($000) $4,088 Shares 13,411 Est. Cost $208.33 Unrealized
AMZN AMAZON COM INC COM 2.0%
Value ($000) $4,052 Shares 18,467 Est. Cost $152.06 Unrealized +30.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.9%
Value ($000) $3,984 Shares 136,395 Est. Cost $40.40 Unrealized
NVDA NVIDIA CORPORATION COM 1.9%
Value ($000) $3,933 Shares 24,895 Est. Cost $106.70 Unrealized +17.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.9%
Value ($000) $3,900 Shares 41,585 Est. Cost $90.21 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 1.9%
Value ($000) $3,831 Shares 45,750 Est. Cost $77.84 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 1.7%
Value ($000) $3,447 Shares 94,058 Est. Cost $36.32 Unrealized
VTI VANGUARD TOTAL STOCK INDEX 1.4%
Value ($000) $2,922 Shares 9,613 Est. Cost $207.08 Unrealized
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 1.3%
Value ($000) $2,670 Shares 67,312 Est. Cost $39.66 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 1.2%
Value ($000) $2,395 Shares 63,086 Est. Cost $36.41 Unrealized
WY WEYERHAEUSER (PLUM CREEK TIMBER) 1.1%
Value ($000) $2,344 Shares 91,248 Est. Cost $24.49 Unrealized +4.4%
META FACEBOOK INC CL A 1.1%
Value ($000) $2,322 Shares 3,146 Est. Cost $428.92 Unrealized +43.8%
O REALTY INCOME CORP COM 1.1%
Value ($000) $2,239 Shares 43,545 Est. Cost $46.61 Unrealized +16.8%
AAPL APPLE INC COM 1.0%
Value ($000) $2,108 Shares 10,274 Est. Cost $177.35 Unrealized +13.6%
RSPN INVESCO S&P 500 INDUSTRIALS ETF 0.8%
Value ($000) $1,597 Shares 29,839 Est. Cost $62.27 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.8%
Value ($000) $1,556 Shares 18,891 Est. Cost $77.45 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,551 Shares 8,800 Est. Cost $161.24 Unrealized +1.3%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.7%
Value ($000) $1,443 Shares 34,353 Est. Cost $33.89 Unrealized
SUI SUN COMMUNITIES INC 0.7%
Value ($000) $1,421 Shares 11,232 Est. Cost $151.95 Unrealized
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $1,184 Shares 2,107 Est. Cost $335.62 Unrealized +64.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.6%
Value ($000) $1,182 Shares 7,856 Est. Cost $86.15 Unrealized
VTR VENTAS HEALTHCARE INC COM 0.5%
Value ($000) $1,094 Shares 17,321 Est. Cost $38.61 Unrealized +65.7%
HOOD ROBINHOOD MKTS INC COM CL A 0.5%
Value ($000) $1,051 Shares 11,220 Est. Cost $47.54 Unrealized +24.5%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.5%
Value ($000) $1,028 Shares 2,116 Est. Cost $390.22 Unrealized +30.1%
SCHW SCHWAB CHARLES CORP COM 0.5%
Value ($000) $1,011 Shares 11,082 Est. Cost $57.15 Unrealized +45.5%
SCHM SCHWAB U.S. MID-CAP ETF 0.5%
Value ($000) $983 Shares 35,060 Est. Cost $41.00 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX 0.4%
Value ($000) $932 Shares 4,777 Est. Cost $149.63 Unrealized
APH AMPHENOL CORP NEW CL A 0.4%
Value ($000) $910 Shares 9,218 Est. Cost $45.42 Unrealized +79.2%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $863 Shares 3,033 Est. Cost $178.49 Unrealized
INDS PACER INDUSTRIAL REAL ESTATE 0.4%
Value ($000) $796 Shares 21,511 Est. Cost $40.53 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $782 Shares 2,836 Est. Cost $170.40 Unrealized +26.7%
FICO FAIR ISAAC CORP COM 0.4%
Value ($000) $764 Shares 418 Est. Cost $1246.94 Unrealized +50.6%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.4%
Value ($000) $762 Shares 21,742 Est. Cost $35.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $757 Shares 5,556 Est. Cost $103.99 Unrealized +12.8%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $739 Shares 2,069 Est. Cost $149.45 Unrealized +105.2%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.3%
Value ($000) $702 Shares 13,745 Est. Cost $48.13 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $682 Shares 1,237 Est. Cost $385.63 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.3%
Value ($000) $677 Shares 9,046 Est. Cost $68.01 Unrealized
LLY LILLY ELI & CO COM 0.3%
Value ($000) $672 Shares 862 Est. Cost $276.71 Unrealized +179.5%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.3%
Value ($000) $657 Shares 13,404 Est. Cost $38.54 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $655 Shares 2,124 Est. Cost $181.53 Unrealized +66.6%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $615 Shares 6,595 Est. Cost $82.32 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.3%
Value ($000) $613 Shares 4,970 Est. Cost $95.73 Unrealized -2.6%
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $608 Shares 13,279 Est. Cost $44.64 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $596 Shares 2,056 Est. Cost $190.81 Unrealized +32.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $577 Shares 8,310 Est. Cost $66.46 Unrealized +2.5%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $569 Shares 1,779 Est. Cost $299.61 Unrealized +9.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.3%
Value ($000) $561 Shares 1,822 Est. Cost $283.03 Unrealized +2.7%
AXON AXON ENTERPRISE INC COM 0.3%
Value ($000) $556 Shares 672 Est. Cost $287.95 Unrealized +136.3%
EAT BRINKER INTL INC COM 0.3%
Value ($000) $549 Shares 3,043 Est. Cost $153.80 Unrealized +2.0%
UNP UNION PAC CORP COM 0.3%
Value ($000) $543 Shares 2,362 Est. Cost $179.62 Unrealized +21.6%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $541 Shares 9,219 Est. Cost $55.95 Unrealized 0.0%
HAS HASBRO INC COM 0.3%
Value ($000) $540 Shares 7,319 Est. Cost $61.59 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.3%
Value ($000) $539 Shares 737 Est. Cost $633.58 Unrealized 0.0%
PINS PINTEREST INC CL A 0.3%
Value ($000) $532 Shares 14,826 Est. Cost $30.35 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.3%
Value ($000) $528 Shares 3,348 Est. Cost $146.85 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $526 Shares 927 Est. Cost $485.13 Unrealized
MTG MGIC INVT CORP WIS COM 0.3%
Value ($000) $526 Shares 18,897 Est. Cost $24.22 Unrealized +6.2%
ROP ROPER TECHNOLOGIES INC COM 0.3%
Value ($000) $518 Shares 914 Est. Cost $536.83 Unrealized +4.7%
TXRH TEXAS ROADHOUSE INC COM 0.2%
Value ($000) $505 Shares 2,692 Est. Cost $177.56 Unrealized 0.0%
VERONA PHARMA PLC SPONSORED ADS 0.2%
Value ($000) $489 Shares 5,168 Est. Cost $72.89 Unrealized
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $487 Shares 2,174 Est. Cost $211.87 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $486 Shares 3,939 Est. Cost $60.21 Unrealized +109.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $486 Shares 3,827 Est. Cost $112.93 Unrealized +8.8%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $480 Shares 2,173 Est. Cost $205.98 Unrealized +2.1%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $477 Shares 2,190 Est. Cost $148.04 Unrealized +38.0%
ORI OLD REP INTL CORP COM 0.2%
Value ($000) $474 Shares 12,325 Est. Cost $34.88 Unrealized 0.0%
UNM UNUM GROUP COM 0.2%
Value ($000) $473 Shares 5,862 Est. Cost $77.09 Unrealized +2.5%
CART MAPLEBEAR INC 0.2%
Value ($000) $472 Shares 10,438 Est. Cost $44.42 Unrealized -2.1%
CVLT COMMVAULT SYS INC COM 0.2%
Value ($000) $471 Shares 2,703 Est. Cost $142.24 Unrealized +20.0%
NRG NRG ENERGY INC COM NEW 0.2%
Value ($000) $470 Shares 2,927 Est. Cost $100.42 Unrealized +30.4%
TRV TRAVELERS COMPANIES INC COM 0.2%
Value ($000) $470 Shares 1,756 Est. Cost $245.41 Unrealized +6.2%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.2%
Value ($000) $469 Shares 20,426 Est. Cost $21.52 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.2%
Value ($000) $467 Shares 13,492 Est. Cost $31.54 Unrealized 0.0%
INGR INGREDION INC COM 0.2%
Value ($000) $466 Shares 3,437 Est. Cost $135.02 Unrealized 0.0%
THG HANOVER INS GROUP INC COM 0.2%
Value ($000) $463 Shares 2,728 Est. Cost $164.62 Unrealized 0.0%
MKL MARKEL GROUP INC COM 0.2%
Value ($000) $463 Shares 232 Est. Cost $1839.75 Unrealized +1.9%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $460 Shares 6,892 Est. Cost $60.90 Unrealized -9.1%
IQV IQVIA HLDGS INC COM 0.2%
Value ($000) $458 Shares 2,907 Est. Cost $189.18 Unrealized -20.4%
APP APPLOVIN CORP COM CL A 0.2%
Value ($000) $458 Shares 1,307 Est. Cost $91.24 Unrealized +255.4%
ACI ALBERTSONS COS INC COMMON STOCK 0.2%
Value ($000) $457 Shares 21,247 Est. Cost $21.20 Unrealized 0.0%
HSY HERSHEY CO COM 0.2%
Value ($000) $451 Shares 2,717 Est. Cost $161.62 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $448 Shares 3,011 Est. Cost $137.66 Unrealized +2.4%
T AT&T INC COM 0.2%
Value ($000) $447 Shares 15,461 Est. Cost $26.96 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $443 Shares 2,781 Est. Cost $159.68 Unrealized -9.2%
DTM DT MIDSTREAM INC COMMON STOCK 0.2%
Value ($000) $440 Shares 4,004 Est. Cost $83.94 Unrealized +18.2%
BYD BOYD GAMING CORP COM 0.2%
Value ($000) $440 Shares 5,621 Est. Cost $69.58 Unrealized +2.0%
NXST NEXSTAR MEDIA GROUP INC CL A 0.2%
Value ($000) $440 Shares 2,542 Est. Cost $158.74 Unrealized 0.0%
EMBJ EMBRAER S.A. SPONSORED ADS 0.2%
Value ($000) $436 Shares 7,659 Est. Cost $49.39 Unrealized
FOXA FOX CORP CL A COM 0.2%
Value ($000) $435 Shares 7,769 Est. Cost $52.50 Unrealized 0.0%
VST VISTRA CORP COM 0.2%
Value ($000) $431 Shares 2,225 Est. Cost $140.86 Unrealized +4.7%
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $430 Shares 5,517 Est. Cost $79.85 Unrealized +1.3%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $425 Shares 3,298 Est. Cost $131.73 Unrealized 0.0%
ADT ADT INC DEL COM 0.2%
Value ($000) $424 Shares 50,002 Est. Cost $7.06 Unrealized +13.8%
COO COOPER COS INC COM 0.2%
Value ($000) $423 Shares 5,946 Est. Cost $96.27 Unrealized -20.5%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $409 Shares 9,445 Est. Cost $41.82 Unrealized 0.0%
AFL AFLAC INC COM 0.2%
Value ($000) $407 Shares 3,862 Est. Cost $89.18 Unrealized +16.2%
HPQ HP INC COM 0.2%
Value ($000) $406 Shares 16,594 Est. Cost $24.71 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $398 Shares 5,535 Est. Cost $71.94 Unrealized 0.0%
CW CURTISS WRIGHT CORP COM 0.2%
Value ($000) $394 Shares 806 Est. Cost $354.09 Unrealized +11.3%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $393 Shares 2,523 Est. Cost $169.51 Unrealized -7.2%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $391 Shares 4,289 Est. Cost $77.36 Unrealized +8.5%
NTAP NETAPP INC COM 0.2%
Value ($000) $388 Shares 3,641 Est. Cost $108.30 Unrealized -13.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $385 Shares 2,041 Est. Cost $95.67 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $384 Shares 1,210 Est. Cost $215.00 Unrealized +40.1%
WYNN WYNN RESORTS LTD COM 0.2%
Value ($000) $371 Shares 3,959 Est. Cost $92.75 Unrealized -9.0%
ECL ECOLAB INC COM 0.2%
Value ($000) $368 Shares 1,366 Est. Cost $227.14 Unrealized +11.1%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $364 Shares 1,996 Est. Cost $89.64 Unrealized +86.7%
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.2%
Value ($000) $362 Shares 6,715 Est. Cost $39.90 Unrealized
MTCH MATCH GROUP INC NEW COM 0.2%
Value ($000) $360 Shares 11,667 Est. Cost $34.07 Unrealized -13.2%
ESAB ESAB CORP 0.2%
Value ($000) $355 Shares 2,942 Est. Cost $100.62 Unrealized +19.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $351 Shares 1,191 Est. Cost $253.82 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.2%
Value ($000) $351 Shares 1,087 Est. Cost $266.44 Unrealized -1.0%
OC OWENS CORNING NEW COM 0.2%
Value ($000) $338 Shares 2,456 Est. Cost $165.31 Unrealized -16.5%
ACIW ACI WORLDWIDE INC COM 0.2%
Value ($000) $337 Shares 7,335 Est. Cost $53.18 Unrealized -7.5%
APPF APPFOLIO INC COM CL A 0.2%
Value ($000) $332 Shares 1,441 Est. Cost $233.65 Unrealized -6.7%
CRUS CIRRUS LOGIC INC COM 0.2%
Value ($000) $331 Shares 3,175 Est. Cost $125.68 Unrealized -22.1%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $331 Shares 1,617 Est. Cost $175.44 Unrealized +5.9%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $322 Shares 521 Est. Cost $467.02 Unrealized
GGAL GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR 0.2%
Value ($000) $319 Shares 6,340 Est. Cost $57.61 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $318 Shares 9,679 Est. Cost $32.81 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $317 Shares 2,084 Est. Cost $77.47 Unrealized +82.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $313 Shares 1,236 Est. Cost $160.10 Unrealized
DIVI FRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF 0.1%
Value ($000) $289 Shares 8,100 Est. Cost $27.39 Unrealized
QFIN QIFU TECHNOLOGY INC AMERICAN DEP 0.1%
Value ($000) $279 Shares 6,434 Est. Cost $44.44 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.1%
Value ($000) $279 Shares 18,147 Est. Cost $10.16 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $276 Shares 1,425 Est. Cost $130.61 Unrealized +32.4%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.1%
Value ($000) $275 Shares 20,022 Est. Cost $9.40 Unrealized
YPF YPF SOCIEDAD ANONIMA SPON ADR CL D 0.1%
Value ($000) $273 Shares 8,696 Est. Cost $38.18 Unrealized
NWS NEWS CORP NEW CL B 0.1%
Value ($000) $267 Shares 7,768 Est. Cost $31.48 Unrealized +0.3%
BMA BANCO MACRO SA SPON ADR B 0.1%
Value ($000) $265 Shares 3,777 Est. Cost $85.53 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.1%
Value ($000) $265 Shares 3,328 Est. Cost $87.19 Unrealized -15.5%
IT GARTNER INC COM 0.1%
Value ($000) $264 Shares 654 Est. Cost $431.00 Unrealized -2.9%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $264 Shares 1,162 Est. Cost $193.02 Unrealized
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.1%
Value ($000) $263 Shares 18,817 Est. Cost $10.97 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $257 Shares 3,633 Est. Cost $44.27 Unrealized +57.7%
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $257 Shares 13,803 Est. Cost $16.30 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $256 Shares 842 Est. Cost $304.10 Unrealized
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $255 Shares 1,595 Est. Cost $159.94 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $253 Shares 602 Est. Cost $415.08 Unrealized 0.0%
TIGR UP FINTECH HLDG LTD SPONSORED ADS 0.1%
Value ($000) $252 Shares 26,119 Est. Cost $7.76 Unrealized
MCO MOODYS CORP COM 0.1%
Value ($000) $249 Shares 497 Est. Cost $478.39 Unrealized -3.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $245 Shares 3,077 Est. Cost $81.99 Unrealized
IBIT ISHARES BITCOIN TRUST REGISTERED 0.1%
Value ($000) $244 Shares 3,990 Est. Cost $61.21 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $240 Shares 566 Est. Cost $364.51 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $238 Shares 1,076 Est. Cost $213.63 Unrealized +3.0%
PAM PAMPA ENERGIA S A SPONS ADR LVL I 0.1%
Value ($000) $237 Shares 3,414 Est. Cost $74.90 Unrealized
PRI PRIMERICA INC COM 0.1%
Value ($000) $232 Shares 849 Est. Cost $265.05 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $232 Shares 1,309 Est. Cost $145.40 Unrealized +13.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $232 Shares 4,062 Est. Cost $57.01 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $227 Shares 87 Est. Cost $2335.36 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $223 Shares 700 Est. Cost $279.37 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $220 Shares 7,100 Est. Cost $31.01 Unrealized
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $220 Shares 4,042 Est. Cost $54.34 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $217 Shares 4,170 Est. Cost $52.10 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $217 Shares 2,010 Est. Cost $86.97 Unrealized +20.2%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $214 Shares 9,201 Est. Cost $39.65 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.1%
Value ($000) $208 Shares 2,348 Est. Cost $88.75 Unrealized
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $206 Shares 4,440 Est. Cost $45.18 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value ($000) $204 Shares 3,645 Est. Cost $54.96 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $204 Shares 1,425 Est. Cost $130.92 Unrealized +4.6%
KT KT CORP SPONSORED ADR 0.1%
Value ($000) $199 Shares 9,597 Est. Cost $20.78 Unrealized
VNET 21VIANET GROUP INC SPONSORED ADS A 0.1%
Value ($000) $186 Shares 26,961 Est. Cost $7.93 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $182 Shares 843 Est. Cost $199.52 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $171 Shares 20,192 Est. Cost $8.14 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $168 Shares 32,339 Est. Cost $5.18 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.1%
Value ($000) $162 Shares 10,746 Est. Cost $15.11 Unrealized
AEG AEGON N V NY REGISTRY SHS 0.1%
Value ($000) $140 Shares 19,303 Est. Cost $6.52 Unrealized
KC KINGSOFT CLOUD HLDGS LTD ADS 0.1%
Value ($000) $119 Shares 9,534 Est. Cost $12.52 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $104 Shares 11,328 Est. Cost $137.22 Unrealized +33.1%
GTN GRAY MEDIA INC COM 0.0%
Value ($000) $62 Shares 13,678 Est. Cost $3.88 Unrealized 0.0%
WIDEOPENWEST INC COM 0.0%
Value ($000) $49 Shares 12,081 Est. Cost $4.06 Unrealized
NCMI NATIONAL CINEMEDIA INC COM NEW 0.0%
Value ($000) $49 Shares 10,109 Est. Cost $5.42 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $37 Shares 36,900 Est. Cost $53.29 Unrealized -0.4%
ORGN ORIGIN MATERIALS INC COM 0.0%
Value ($000) $35 Shares 73,000 Est. Cost $2.62 Unrealized -78.4%