Burns Matteson Capital Management, LLC Quant / Systematic

CIK: 0001894164 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 16, 2025

Total Value ($000): $252,919 (100.0% shares, 0.0% debt)

Holdings (197)

GLW CORNING INC COM 11.0%
Value ($000) $27,744 Shares 770,372 Est. Cost $34.00 Unrealized +91.1%
SPHQ INVESCO S&P 500 QUALITY ETF 6.4%
Value ($000) $16,172 Shares 220,656 Est. Cost $62.69 Unrealized
COWZ PACER US CASH COWS 100 ETF 4.3%
Value ($000) $10,894 Shares 189,555 Est. Cost $50.68 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 3.5%
Value ($000) $8,857 Shares 32,367 Est. Cost $154.06 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.7%
Value ($000) $6,929 Shares 253,823 Est. Cost $41.03 Unrealized
SPDR GOLD SHARES 2.7%
Value ($000) $6,754 Shares 19,000 Est. Cost Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 2.5%
Value ($000) $6,406 Shares 61,036 Est. Cost $103.55 Unrealized
GLD SPDR GOLD SHARES 2.5%
Value ($000) $6,396 Shares 17,992 Est. Cost $245.79 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 2.3%
Value ($000) $5,710 Shares 168,482 Est. Cost $33.41 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2.2%
Value ($000) $5,633 Shares 104,140 Est. Cost $52.93 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2.0%
Value ($000) $4,960 Shares 34,828 Est. Cost $90.71 Unrealized
NVDA NVIDIA CORPORATION COM 1.8%
Value ($000) $4,641 Shares 24,875 Est. Cost $106.70 Unrealized +63.3%
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 1.8%
Value ($000) $4,589 Shares 109,795 Est. Cost $40.49 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 1.8%
Value ($000) $4,565 Shares 51,316 Est. Cost $79.04 Unrealized
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $4,529 Shares 8,745 Est. Cost $273.38 Unrealized +86.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1.8%
Value ($000) $4,451 Shares 139,478 Est. Cost $40.21 Unrealized
ISHARES SILVER TRUST 1.7%
Value ($000) $4,305 Shares 101,600 Est. Cost Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.7%
Value ($000) $4,198 Shares 57,132 Est. Cost $56.23 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,880 Shares 17,669 Est. Cost $152.06 Unrealized +48.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.5%
Value ($000) $3,877 Shares 39,114 Est. Cost $90.21 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 1.5%
Value ($000) $3,844 Shares 91,047 Est. Cost $36.32 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 1.4%
Value ($000) $3,501 Shares 88,391 Est. Cost $37.32 Unrealized
VTI VANGUARD TOTAL STOCK INDEX 1.2%
Value ($000) $3,036 Shares 9,253 Est. Cost $207.08 Unrealized
INVESCO QQQ TRUST 1.2%
Value ($000) $3,002 Shares 5,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value ($000) $2,768 Shares 8,017 Est. Cost $298.94 Unrealized 0.0%
AAPL APPLE INC COM 1.0%
Value ($000) $2,612 Shares 10,256 Est. Cost $177.35 Unrealized +27.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.0%
Value ($000) $2,561 Shares 26,550 Est. Cost $96.46 Unrealized
META FACEBOOK INC CL A 0.9%
Value ($000) $2,302 Shares 3,135 Est. Cost $428.92 Unrealized +73.3%
O REALTY INCOME CORP COM 0.9%
Value ($000) $2,292 Shares 42,382 Est. Cost $46.61 Unrealized +22.1%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,114 Shares 8,696 Est. Cost $161.24 Unrealized +29.7%
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.8%
Value ($000) $1,972 Shares 23,207 Est. Cost $78.85 Unrealized
RSPN INVESCO S&P 500 INDUSTRIALS ETF 0.6%
Value ($000) $1,632 Shares 29,096 Est. Cost $62.27 Unrealized
WY WEYERHAEUSER (PLUM CREEK TIMBER) 0.6%
Value ($000) $1,509 Shares 60,880 Est. Cost $24.49 Unrealized +2.8%
APH AMPHENOL CORP NEW CL A 0.6%
Value ($000) $1,475 Shares 11,916 Est. Cost $59.91 Unrealized +82.6%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.6%
Value ($000) $1,454 Shares 33,773 Est. Cost $33.89 Unrealized
SUI SUN COMMUNITIES INC 0.5%
Value ($000) $1,345 Shares 10,429 Est. Cost $151.95 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.5%
Value ($000) $1,256 Shares 7,635 Est. Cost $86.15 Unrealized
VTR VENTAS HEALTHCARE INC COM 0.5%
Value ($000) $1,187 Shares 16,963 Est. Cost $38.61 Unrealized +71.8%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,165 Shares 2,048 Est. Cost $335.62 Unrealized +70.9%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $1,035 Shares 10,845 Est. Cost $57.15 Unrealized +65.4%
SCHM SCHWAB U.S. MID-CAP ETF 0.4%
Value ($000) $1,006 Shares 33,932 Est. Cost $41.00 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX 0.4%
Value ($000) $998 Shares 4,783 Est. Cost $149.63 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $986 Shares 5,406 Est. Cost $103.99 Unrealized +55.9%
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.4%
Value ($000) $953 Shares 26,881 Est. Cost $35.16 Unrealized
APP APPLOVIN CORP COM CL A 0.4%
Value ($000) $928 Shares 1,291 Est. Cost $91.24 Unrealized +405.4%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.4%
Value ($000) $889 Shares 3,028 Est. Cost $178.49 Unrealized
INDS PACER INDUSTRIAL REAL ESTATE 0.3%
Value ($000) $862 Shares 23,173 Est. Cost $40.29 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $843 Shares 2,554 Est. Cost $170.40 Unrealized +79.4%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $830 Shares 2,217 Est. Cost $163.72 Unrealized +121.9%
UAL UNITED AIRLS HLDGS INC COM 0.3%
Value ($000) $827 Shares 8,568 Est. Cost $92.68 Unrealized +3.8%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $770 Shares 1,283 Est. Cost $393.33 Unrealized
MU MICRON TECHNOLOGY INC COM 0.3%
Value ($000) $757 Shares 4,526 Est. Cost $95.73 Unrealized +33.5%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $738 Shares 2,138 Est. Cost $211.87 Unrealized +28.2%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.3%
Value ($000) $721 Shares 8,944 Est. Cost $68.01 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.3%
Value ($000) $703 Shares 13,729 Est. Cost $48.13 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.3%
Value ($000) $665 Shares 722 Est. Cost $633.58 Unrealized +27.5%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.3%
Value ($000) $652 Shares 1,297 Est. Cost $390.22 Unrealized +24.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $650 Shares 2,060 Est. Cost $190.81 Unrealized +55.1%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $634 Shares 830 Est. Cost $276.71 Unrealized +168.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value ($000) $627 Shares 1,784 Est. Cost $283.03 Unrealized +21.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $622 Shares 8,244 Est. Cost $66.46 Unrealized +8.7%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $620 Shares 6,332 Est. Cost $82.32 Unrealized +13.6%
LDOS LEIDOS HOLDINGS INC COM 0.2%
Value ($000) $619 Shares 3,278 Est. Cost $146.85 Unrealized +18.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.2%
Value ($000) $613 Shares 4,282 Est. Cost $47.54 Unrealized +129.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $603 Shares 2,053 Est. Cost $181.53 Unrealized +64.1%
FBND FIDELITY TOTAL BOND ETF 0.2%
Value ($000) $598 Shares 12,943 Est. Cost $44.64 Unrealized
UI UBIQUITI INC COM 0.2%
Value ($000) $591 Shares 894 Est. Cost $499.23 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $584 Shares 954 Est. Cost $488.73 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $555 Shares 3,837 Est. Cost $60.21 Unrealized +119.7%
UNP UNION PAC CORP COM 0.2%
Value ($000) $549 Shares 2,324 Est. Cost $179.62 Unrealized +24.2%
EMBJ EMBRAER S.A. SPONSORED ADS 0.2%
Value ($000) $547 Shares 9,056 Est. Cost $51.09 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $545 Shares 4,069 Est. Cost $105.52 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.2%
Value ($000) $543 Shares 2,860 Est. Cost $189.18 Unrealized -3.9%
DINO HOLLYFRONTIER CORP COM 0.2%
Value ($000) $542 Shares 10,358 Est. Cost $46.72 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $541 Shares 1,085 Est. Cost $535.97 Unrealized -0.9%
TSLA TESLA INC COM 0.2%
Value ($000) $525 Shares 1,180 Est. Cost $215.00 Unrealized +61.3%
NXST NEXSTAR MEDIA GROUP INC CL A 0.2%
Value ($000) $502 Shares 2,538 Est. Cost $158.74 Unrealized +20.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.2%
Value ($000) $496 Shares 20,135 Est. Cost $24.29 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $494 Shares 8,713 Est. Cost $56.83 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $494 Shares 8,103 Est. Cost $55.55 Unrealized 0.0%
R RYDER SYS INC COM 0.2%
Value ($000) $489 Shares 2,594 Est. Cost $180.37 Unrealized 0.0%
BYD BOYD GAMING CORP COM 0.2%
Value ($000) $486 Shares 5,622 Est. Cost $69.58 Unrealized +20.2%
FOXA FOX CORP CL A COM 0.2%
Value ($000) $483 Shares 7,662 Est. Cost $52.50 Unrealized +9.9%
EXPE EXPEDIA GROUP INC COM NEW 0.2%
Value ($000) $483 Shares 2,258 Est. Cost $200.25 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.2%
Value ($000) $473 Shares 3,646 Est. Cost $131.45 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.2%
Value ($000) $471 Shares 2,445 Est. Cost $174.47 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.2%
Value ($000) $471 Shares 2,907 Est. Cost $100.42 Unrealized +54.6%
AXON AXON ENTERPRISE INC COM 0.2%
Value ($000) $469 Shares 654 Est. Cost $287.95 Unrealized +163.5%
PINS PINTEREST INC CL A 0.2%
Value ($000) $469 Shares 14,564 Est. Cost $30.35 Unrealized +19.5%
RRR RED ROCK RESORTS INC CL A 0.2%
Value ($000) $465 Shares 7,622 Est. Cost $58.84 Unrealized 0.0%
WCC WESCO INTL INC COM 0.2%
Value ($000) $464 Shares 2,193 Est. Cost $209.31 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $463 Shares 4,251 Est. Cost $77.36 Unrealized +31.0%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $462 Shares 2,777 Est. Cost $159.68 Unrealized -1.6%
FIVE FIVE BELOW INC COM 0.2%
Value ($000) $455 Shares 2,938 Est. Cost $141.49 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.2%
Value ($000) $449 Shares 3,972 Est. Cost $83.94 Unrealized +22.9%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $443 Shares 3,617 Est. Cost $118.30 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.2%
Value ($000) $441 Shares 2,652 Est. Cost $177.56 Unrealized -1.4%
CW CURTISS WRIGHT CORP COM 0.2%
Value ($000) $438 Shares 807 Est. Cost $354.09 Unrealized +39.0%
ADT ADT INC DEL COM 0.2%
Value ($000) $435 Shares 49,929 Est. Cost $7.06 Unrealized +20.0%
CPNG COUPANG INC CL A 0.2%
Value ($000) $434 Shares 13,489 Est. Cost $30.23 Unrealized 0.0%
TKR TIMKEN CO COM 0.2%
Value ($000) $434 Shares 5,770 Est. Cost $77.13 Unrealized 0.0%
NTAP NETAPP INC COM 0.2%
Value ($000) $433 Shares 3,654 Est. Cost $108.30 Unrealized +2.3%
VST VISTRA CORP COM 0.2%
Value ($000) $430 Shares 2,196 Est. Cost $140.86 Unrealized +40.3%
GFI GOLD FIELDS LTD SPONSORED ADR 0.2%
Value ($000) $429 Shares 10,213 Est. Cost $41.96 Unrealized
PEGA PEGASYSTEMS INC COM 0.2%
Value ($000) $427 Shares 7,427 Est. Cost $55.10 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $425 Shares 394 Est. Cost $930.36 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.2%
Value ($000) $418 Shares 21,713 Est. Cost $11.65 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $417 Shares 835 Est. Cost $448.15 Unrealized 0.0%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.2%
Value ($000) $416 Shares 22,936 Est. Cost $12.26 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $414 Shares 9,431 Est. Cost $41.82 Unrealized +1.6%
PR CENTENNIAL RESOURCE DEV INC CL A 0.2%
Value ($000) $407 Shares 31,773 Est. Cost $13.71 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.2%
Value ($000) $404 Shares 3,221 Est. Cost $125.48 Unrealized -11.3%
COO COOPER COS INC COM 0.2%
Value ($000) $402 Shares 5,868 Est. Cost $96.27 Unrealized -26.4%
APPF APPFOLIO INC COM CL A 0.2%
Value ($000) $402 Shares 1,457 Est. Cost $234.05 Unrealized +15.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $400 Shares 1,910 Est. Cost $95.67 Unrealized
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $397 Shares 5,501 Est. Cost $79.85 Unrealized -3.5%
CYD CHINA YUCHAI INTL LTD COM 0.2%
Value ($000) $390 Shares 9,416 Est. Cost $30.22 Unrealized 0.0%
URBN URBAN OUTFITTERS INC COM 0.2%
Value ($000) $386 Shares 5,398 Est. Cost $73.55 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.2%
Value ($000) $383 Shares 24,058 Est. Cost $10.50 Unrealized
CART MAPLEBEAR INC 0.2%
Value ($000) $380 Shares 10,330 Est. Cost $44.42 Unrealized +3.7%
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.2%
Value ($000) $380 Shares 6,715 Est. Cost $39.90 Unrealized
EAT BRINKER INTL INC COM 0.1%
Value ($000) $378 Shares 2,987 Est. Cost $153.80 Unrealized +1.5%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $374 Shares 250 Est. Cost $1246.94 Unrealized +20.6%
ECL ECOLAB INC COM 0.1%
Value ($000) $367 Shares 1,341 Est. Cost $227.14 Unrealized +19.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $362 Shares 2,473 Est. Cost $169.51 Unrealized -11.2%
CORNING INC COM 0.1%
Value ($000) $360 Shares 10,000 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $358 Shares 1,087 Est. Cost $266.44 Unrealized +20.9%
OC OWENS CORNING NEW COM 0.1%
Value ($000) $351 Shares 2,482 Est. Cost $165.11 Unrealized -11.1%
VNET 21VIANET GROUP INC SPONSORED ADS A 0.1%
Value ($000) $351 Shares 33,946 Est. Cost $8.43 Unrealized
DT DYNATRACE INC COM NEW 0.1%
Value ($000) $350 Shares 7,224 Est. Cost $50.61 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.1%
Value ($000) $347 Shares 8,243 Est. Cost $46.02 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $346 Shares 519 Est. Cost $467.02 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $344 Shares 1,111 Est. Cost $299.61 Unrealized +0.2%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $344 Shares 4,119 Est. Cost $88.13 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $342 Shares 1,214 Est. Cost $160.10 Unrealized
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $341 Shares 1,908 Est. Cost $163.02 Unrealized
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $340 Shares 16,455 Est. Cost $17.01 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $336 Shares 1,651 Est. Cost $175.77 Unrealized +8.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $333 Shares 1,181 Est. Cost $253.82 Unrealized +2.3%
TIGR UP FINTECH HLDG LTD SPONSORED ADS 0.1%
Value ($000) $331 Shares 31,028 Est. Cost $8.22 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $325 Shares 2,838 Est. Cost $116.99 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $324 Shares 1,996 Est. Cost $89.64 Unrealized +84.3%
MMM 3M CO COM 0.1%
Value ($000) $323 Shares 2,084 Est. Cost $77.47 Unrealized +97.6%
DIVI FRANKLIN/LIBERTYQ INTL EQUITY HEDGED ETF 0.1%
Value ($000) $323 Shares 8,659 Est. Cost $28.03 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $319 Shares 1,310 Est. Cost $145.40 Unrealized +44.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $319 Shares 697 Est. Cost $419.61 Unrealized +6.8%
NEM NEWMONT CORP COM 0.1%
Value ($000) $314 Shares 3,725 Est. Cost $69.39 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $300 Shares 1,911 Est. Cost $153.58 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.1%
Value ($000) $298 Shares 26,489 Est. Cost $11.24 Unrealized
IBIT ISHARES BITCOIN TRUST REGISTERED 0.1%
Value ($000) $298 Shares 4,578 Est. Cost $61.70 Unrealized
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR 0.1%
Value ($000) $297 Shares 12,227 Est. Cost $24.33 Unrealized
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $291 Shares 8,392 Est. Cost $33.96 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $287 Shares 9,145 Est. Cost $33.16 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $287 Shares 1,162 Est. Cost $193.02 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $282 Shares 1,425 Est. Cost $130.61 Unrealized +48.3%
FUTU FUTU HLDGS LTD SPON ADS CL A 0.1%
Value ($000) $274 Shares 1,576 Est. Cost $173.91 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $270 Shares 1,101 Est. Cost $255.23 Unrealized 0.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $270 Shares 3,046 Est. Cost $81.99 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $270 Shares 1,010 Est. Cost $297.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $268 Shares 4,480 Est. Cost $57.28 Unrealized
NWS NEWS CORP NEW CL B 0.1%
Value ($000) $266 Shares 7,695 Est. Cost $31.48 Unrealized +7.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $265 Shares 566 Est. Cost $364.51 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $259 Shares 325 Est. Cost $734.84 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.1%
Value ($000) $257 Shares 1,294 Est. Cost $198.81 Unrealized
EBAY EBAY INC. COM 0.1%
Value ($000) $244 Shares 2,684 Est. Cost $87.96 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.1%
Value ($000) $244 Shares 4,050 Est. Cost $60.22 Unrealized
VIV TELEFONICA BRASIL SA SPONSORED ADS 0.1%
Value ($000) $240 Shares 18,849 Est. Cost $12.75 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $240 Shares 4,170 Est. Cost $52.10 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $238 Shares 102 Est. Cost $2344.94 Unrealized +2.4%
MCO MOODYS CORP COM 0.1%
Value ($000) $237 Shares 497 Est. Cost $478.39 Unrealized +5.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $233 Shares 700 Est. Cost $279.37 Unrealized +13.3%
KEP KOREA ELEC PWR CORP SPONSORED ADR 0.1%
Value ($000) $232 Shares 17,754 Est. Cost $13.05 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $232 Shares 1,128 Est. Cost $212.83 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $230 Shares 3,473 Est. Cost $44.27 Unrealized +53.4%
KT KT CORP SPONSORED ADR 0.1%
Value ($000) $225 Shares 11,538 Est. Cost $20.56 Unrealized
YATSEN HLDG LTD SPONSORED ADS 0.1%
Value ($000) $225 Shares 24,819 Est. Cost $9.06 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.1%
Value ($000) $225 Shares 24,976 Est. Cost $8.99 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.1%
Value ($000) $224 Shares 13,402 Est. Cost $15.43 Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.1%
Value ($000) $219 Shares 22,027 Est. Cost $9.96 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.1%
Value ($000) $219 Shares 2,319 Est. Cost $88.75 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFICO SPON ADS B 0.1%
Value ($000) $218 Shares 917 Est. Cost $237.19 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $214 Shares 1,378 Est. Cost $130.92 Unrealized +16.3%
VEON VEON LTD SPONSORED ADS 0.1%
Value ($000) $211 Shares 3,872 Est. Cost $54.43 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $211 Shares 3,969 Est. Cost $53.08 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $207 Shares 8,801 Est. Cost $39.65 Unrealized
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $206 Shares 4,440 Est. Cost $45.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $204 Shares 843 Est. Cost $199.52 Unrealized
ISVL ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF 0.1%
Value ($000) $204 Shares 4,500 Est. Cost $45.25 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $203 Shares 2,102 Est. Cost $96.55 Unrealized
MCHB MECHANICS BANCORP CL A 0.1%
Value ($000) $200 Shares 15,000 Est. Cost $13.30 Unrealized 0.0%
AEG AEGON N V NY REGISTRY SHS 0.1%
Value ($000) $191 Shares 23,957 Est. Cost $6.80 Unrealized
CORNING INC COM 0.1%
Value ($000) $180 Shares 5,000 Est. Cost Unrealized
KC KINGSOFT CLOUD HLDGS LTD ADS 0.1%
Value ($000) $175 Shares 11,741 Est. Cost $12.97 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $155 Shares 3,654 Est. Cost $32.81 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $127 Shares 11,328 Est. Cost $137.22 Unrealized +47.2%
ORGN ORIGIN MATERIALS INC COM 0.0%
Value ($000) $38 Shares 73,000 Est. Cost $2.62 Unrealized -76.4%
EIX EDISON INTL COM 0.0%
Value ($000) $37 Shares 36,900 Est. Cost $53.29 Unrealized -0.4%