DGS Capital Management, LLC Diversified Active

CIK: 0001900110 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value ($000): $204,464 (100.0% shares, 0.0% debt)

Holdings (228)

COIN COINBASE GLOBAL INC COM CL A 12.0%
Value ($000) $24,625 Shares 327,985 Est. Cost $163.90 Unrealized -48.6%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 11.9%
Value ($000) $24,326 Shares 236,500 Est. Cost $106.27 Unrealized
AAPL APPLE INC COM 3.6%
Value ($000) $7,412 Shares 43,294 Est. Cost $159.28 Unrealized +13.8%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $6,076 Shares 19,243 Est. Cost $296.99 Unrealized +9.3%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 3.0%
Value ($000) $6,067 Shares 211,262 Est. Cost $30.29 Unrealized
GLOF ISHARES GLOBAL EQUITY FACTOR ETF 2.2%
Value ($000) $4,530 Shares 131,827 Est. Cost $38.61 Unrealized
NVO NOVO-NORDISK A S ADR 1.9%
Value ($000) $3,848 Shares 42,319 Est. Cost $100.96 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.6%
Value ($000) $3,355 Shares 25,443 Est. Cost $108.49 Unrealized +18.9%
META META PLATFORMS INC CL A 1.5%
Value ($000) $2,987 Shares 9,950 Est. Cost $189.96 Unrealized +57.5%
GIB CGI INC CL A SUB VTG 1.1%
Value ($000) $2,311 Shares 23,463 Est. Cost $88.44 Unrealized +14.9%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 1.1%
Value ($000) $2,309 Shares 78,765 Est. Cost $30.78 Unrealized
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 1.0%
Value ($000) $2,090 Shares 62,117 Est. Cost $26.50 Unrealized
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $2,063 Shares 4,742 Est. Cost $28.81 Unrealized +55.4%
VOO VANGUARD S&P 500 ETF 1.0%
Value ($000) $2,043 Shares 5,202 Est. Cost $397.74 Unrealized
AMZN AMAZON COM INC COM 0.9%
Value ($000) $1,852 Shares 14,570 Est. Cost $121.85 Unrealized +10.0%
CELESTICA INC SUB VTG SHS 0.9%
Value ($000) $1,834 Shares 74,814 Est. Cost $11.09 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.9%
Value ($000) $1,815 Shares 84,555 Est. Cost $20.14 Unrealized
KT KT CORP SPONSORED ADR 0.9%
Value ($000) $1,809 Shares 141,129 Est. Cost $12.55 Unrealized
UNM UNUM GROUP COM 0.8%
Value ($000) $1,655 Shares 33,643 Est. Cost $27.44 Unrealized +78.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.8%
Value ($000) $1,572 Shares 6,708 Est. Cost $172.70 Unrealized +35.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.7%
Value ($000) $1,457 Shares 10,935 Est. Cost $121.87 Unrealized +7.8%
STLA STELLANTIS N.V SHS 0.7%
Value ($000) $1,403 Shares 73,342 Est. Cost $14.78 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.7%
Value ($000) $1,403 Shares 16,142 Est. Cost $106.09 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,379 Shares 10,539 Est. Cost $110.34 Unrealized +16.4%
GSK GSK PLC SPONSORED ADR 0.7%
Value ($000) $1,358 Shares 37,463 Est. Cost $35.68 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,292 Shares 2,563 Est. Cost $445.32 Unrealized +5.5%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.6%
Value ($000) $1,291 Shares 160,384 Est. Cost $5.39 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.6%
Value ($000) $1,238 Shares 6,261 Est. Cost $146.50 Unrealized +33.2%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,222 Shares 22,736 Est. Cost $44.95 Unrealized +11.9%
PRG PROG HOLDINGS INC COM NPV 0.6%
Value ($000) $1,217 Shares 36,653 Est. Cost $25.98 Unrealized +30.2%
BHP BHP GROUP LTD SPONSORED ADS 0.6%
Value ($000) $1,203 Shares 21,143 Est. Cost $67.04 Unrealized
WINA WINMARK CORP COM 0.6%
Value ($000) $1,163 Shares 3,116 Est. Cost $260.42 Unrealized +39.3%
OTEX OPEN TEXT CORP COM 0.6%
Value ($000) $1,132 Shares 32,240 Est. Cost $27.22 Unrealized +32.9%
IMKTA INGLES MKTS INC CL A 0.5%
Value ($000) $1,114 Shares 14,784 Est. Cost $76.02 Unrealized +3.4%
FINV FINVOLUTION GROUP SPONSORED ADS 0.5%
Value ($000) $1,064 Shares 213,604 Est. Cost $4.58 Unrealized
AI C3 AI INC CL A 0.5%
Value ($000) $1,060 Shares 41,544 Est. Cost $40.49 Unrealized -17.6%
MTG MGIC INVT CORP WIS COM 0.5%
Value ($000) $1,059 Shares 63,478 Est. Cost $14.22 Unrealized +19.5%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,054 Shares 14,017 Est. Cost $77.83 Unrealized
VRSN VERISIGN INC COM 0.5%
Value ($000) $1,051 Shares 5,191 Est. Cost $209.06 Unrealized -1.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $1,050 Shares 65,622 Est. Cost $17.60 Unrealized -9.5%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,041 Shares 1,938 Est. Cost $302.02 Unrealized +67.8%
GM GENERAL MTRS CO COM 0.5%
Value ($000) $1,014 Shares 30,748 Est. Cost $37.54 Unrealized -7.7%
TSLA TESLA INC COM 0.5%
Value ($000) $1,011 Shares 4,041 Est. Cost $260.40 Unrealized -1.4%
ADBE ADOBE INC COM 0.4%
Value ($000) $903 Shares 1,771 Est. Cost $434.51 Unrealized +20.7%
KB KB FINL GROUP INC SPONSORED ADR 0.4%
Value ($000) $890 Shares 21,657 Est. Cost $35.19 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $889 Shares 8,729 Est. Cost $88.41 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $873 Shares 19,957 Est. Cost $47.14 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $870 Shares 3,236 Est. Cost $204.53 Unrealized +13.4%
HCA HCA HEALTHCARE INC COM 0.4%
Value ($000) $861 Shares 3,500 Est. Cost $222.05 Unrealized +20.9%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $853 Shares 19,228 Est. Cost $36.90 Unrealized +12.4%
EVR EVERCORE INC CLASS A 0.4%
Value ($000) $850 Shares 6,165 Est. Cost $106.34 Unrealized +23.3%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $842 Shares 2,126 Est. Cost $345.59 Unrealized +14.6%
INFY INFOSYS LTD SPONSORED ADR 0.4%
Value ($000) $816 Shares 47,672 Est. Cost $21.52 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.4%
Value ($000) $795 Shares 45,765 Est. Cost $13.08 Unrealized +23.0%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $788 Shares 5,691 Est. Cost $128.71 Unrealized +9.1%
MFC MANULIFE FINL CORP COM 0.4%
Value ($000) $783 Shares 42,833 Est. Cost $18.83 Unrealized +0.4%
UHS UNIVERSAL HLTH SVCS INC CL B 0.4%
Value ($000) $771 Shares 6,128 Est. Cost $118.65 Unrealized +13.8%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.4%
Value ($000) $757 Shares 107,223 Est. Cost $10.74 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $749 Shares 4,808 Est. Cost $149.33 Unrealized +2.6%
RIO RIO TINTO PLC SPONSORED ADR 0.4%
Value ($000) $741 Shares 11,651 Est. Cost $68.05 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $721 Shares 2,348 Est. Cost $322.16 Unrealized -5.5%
HUBS HUBSPOT INC COM 0.3%
Value ($000) $705 Shares 1,431 Est. Cost $319.10 Unrealized +63.7%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.3%
Value ($000) $696 Shares 26,262 Est. Cost $27.34 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.3%
Value ($000) $693 Shares 26,450 Est. Cost $27.15 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $667 Shares 6,476 Est. Cost $77.35 Unrealized +29.1%
INTU INTUIT COM 0.3%
Value ($000) $660 Shares 1,292 Est. Cost $553.67 Unrealized -9.9%
DAC DANAOS CORPORATION SHS 0.3%
Value ($000) $659 Shares 9,950 Est. Cost $57.22 Unrealized +8.8%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.3%
Value ($000) $656 Shares 43,779 Est. Cost $13.32 Unrealized
G GENPACT LIMITED SHS 0.3%
Value ($000) $649 Shares 17,936 Est. Cost $41.93 Unrealized -14.5%
URI UNITED RENTALS INC COM 0.3%
Value ($000) $633 Shares 1,423 Est. Cost $327.32 Unrealized +36.7%
PRDO PERDOCEO ED CORP COM 0.3%
Value ($000) $620 Shares 36,229 Est. Cost $12.02 Unrealized +20.4%
VNT VONTIER CORPORATION COM 0.3%
Value ($000) $610 Shares 19,739 Est. Cost $18.74 Unrealized +64.3%
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.3%
Value ($000) $605 Shares 127,840 Est. Cost $3.11 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.3%
Value ($000) $603 Shares 16,121 Est. Cost $28.95 Unrealized +7.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.3%
Value ($000) $602 Shares 10,157 Est. Cost $55.17 Unrealized
VIV TELEFONICA BRASIL SA NEW ADR 0.3%
Value ($000) $597 Shares 69,818 Est. Cost $8.32 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $594 Shares 3,714 Est. Cost $45.12 Unrealized +14.8%
WIT WIPRO LTD SPON ADR 1 SH 0.3%
Value ($000) $592 Shares 122,331 Est. Cost $7.31 Unrealized
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.3%
Value ($000) $588 Shares 36,756 Est. Cost $9.53 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $574 Shares 7,666 Est. Cost $57.20 Unrealized +23.6%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.3%
Value ($000) $572 Shares 23,744 Est. Cost $27.27 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $561 Shares 953 Est. Cost $583.69 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.3%
Value ($000) $557 Shares 17,743 Est. Cost $32.20 Unrealized
AGRO ADECOAGRO S A COM 0.3%
Value ($000) $554 Shares 47,425 Est. Cost $7.98 Unrealized +26.8%
ELV ELEVANCE HEALTH INC COM 0.3%
Value ($000) $553 Shares 1,271 Est. Cost $415.11 Unrealized +5.2%
IX ORIX CORP SPONSORED ADR 0.3%
Value ($000) $544 Shares 5,792 Est. Cost $97.67 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.3%
Value ($000) $539 Shares 56,955 Est. Cost $6.87 Unrealized +40.3%
AMKR AMKOR TECHNOLOGY INC COM 0.3%
Value ($000) $533 Shares 23,596 Est. Cost $20.24 Unrealized +24.6%
SNY SANOFI SPONSORED ADR 0.3%
Value ($000) $528 Shares 9,849 Est. Cost $50.48 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $528 Shares 11,796 Est. Cost $39.03 Unrealized +14.4%
RDY DR REDDYS LABS LTD ADR 0.3%
Value ($000) $515 Shares 7,698 Est. Cost $61.11 Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.2%
Value ($000) $511 Shares 4,984 Est. Cost $54.47 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $498 Shares 1,085 Est. Cost $329.38 Unrealized +35.9%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $485 Shares 15,852 Est. Cost $30.48 Unrealized +3.8%
BCE BCE INC COM NEW 0.2%
Value ($000) $478 Shares 12,512 Est. Cost $38.19 Unrealized -9.3%
ORCL ORACLE CORP COM 0.2%
Value ($000) $477 Shares 4,507 Est. Cost $88.41 Unrealized +27.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.2%
Value ($000) $466 Shares 1,733 Est. Cost $190.36 Unrealized +37.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value ($000) $464 Shares 6,850 Est. Cost $61.25 Unrealized +8.4%
CRESCENT PT ENERGY CORP COM 0.2%
Value ($000) $464 Shares 55,902 Est. Cost $6.68 Unrealized
CONSOL ENERGY INC NEW COM 0.2%
Value ($000) $460 Shares 4,389 Est. Cost $68.62 Unrealized
WMK WEIS MKTS INC COM 0.2%
Value ($000) $459 Shares 7,288 Est. Cost $56.96 Unrealized +9.0%
MHO M/I HOMES INC COM 0.2%
Value ($000) $458 Shares 5,451 Est. Cost $46.15 Unrealized +100.3%
USNA USANA HEALTH SCIENCES INC COM 0.2%
Value ($000) $448 Shares 7,644 Est. Cost $56.88 Unrealized +9.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $447 Shares 1,276 Est. Cost $333.05 Unrealized +6.5%
AER AERCAP HOLDINGS NV SHS 0.2%
Value ($000) $444 Shares 7,081 Est. Cost $60.34 Unrealized +2.7%
YUMC YUM CHINA HLDGS INC COM 0.2%
Value ($000) $437 Shares 7,840 Est. Cost $51.67 Unrealized +8.3%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $437 Shares 1,067 Est. Cost $159.62 Unrealized +25.0%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $431 Shares 3,008 Est. Cost $151.21 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $430 Shares 13,268 Est. Cost $35.27 Unrealized -17.8%
HOLLYSYS AUTOMATION TCHNGY LTD SHS 0.2%
Value ($000) $430 Shares 21,671 Est. Cost $15.48 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $425 Shares 2,506 Est. Cost $165.45 Unrealized +1.0%
SNDR SCHNEIDER NATIONAL INC CL B 0.2%
Value ($000) $422 Shares 15,247 Est. Cost $25.56 Unrealized +13.9%
NICE NICE LTD SPONSORED ADR 0.2%
Value ($000) $422 Shares 2,482 Est. Cost $191.89 Unrealized
CVLG COVENANT LOGISTICS GROUP INC CL A 0.2%
Value ($000) $419 Shares 9,562 Est. Cost $15.12 Unrealized +56.3%
MET METLIFE INC COM 0.2%
Value ($000) $418 Shares 6,644 Est. Cost $55.66 Unrealized +4.2%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $415 Shares 948 Est. Cost $564.21 Unrealized -11.6%
MGA MAGNA INTL INC COM 0.2%
Value ($000) $407 Shares 7,595 Est. Cost $61.68 Unrealized -13.8%
TIMB TIM S A SPONSORED ADR 0.2%
Value ($000) $406 Shares 27,267 Est. Cost $12.17 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $400 Shares 1,737 Est. Cost $207.91 Unrealized +13.6%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $397 Shares 4,644 Est. Cost $75.47 Unrealized +11.2%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $396 Shares 925 Est. Cost $468.50 Unrealized
ASX ASE INDUSTRIAL HOLDING 0.2%
Value ($000) $393 Shares 52,301 Est. Cost $6.46 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $393 Shares 2,635 Est. Cost $129.34 Unrealized +4.6%
WU WESTERN UN CO COM 0.2%
Value ($000) $392 Shares 29,754 Est. Cost $11.41 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $390 Shares 1,033 Est. Cost $54.47 Unrealized -22.2%
LPLA LPL FINL HLDGS INC COM 0.2%
Value ($000) $388 Shares 1,635 Est. Cost $199.91 Unrealized +16.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.2%
Value ($000) $388 Shares 40,945 Est. Cost $9.48 Unrealized
KOP KOPPERS HOLDINGS INC COM 0.2%
Value ($000) $388 Shares 9,798 Est. Cost $26.45 Unrealized +40.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $378 Shares 7,725 Est. Cost $48.94 Unrealized
STT STATE STR CORP COM 0.2%
Value ($000) $377 Shares 5,635 Est. Cost $63.45 Unrealized +2.3%
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $375 Shares 4,036 Est. Cost $56.71 Unrealized +71.3%
TECK TECK RESOURCES LTD CL B 0.2%
Value ($000) $370 Shares 8,579 Est. Cost $31.07 Unrealized +33.4%
SAN BANCO SANTANDER S.A. ADR 0.2%
Value ($000) $362 Shares 96,388 Est. Cost $3.06 Unrealized
TRITON INTL LTD CL A 0.2%
Value ($000) $360 Shares 4,527 Est. Cost $58.69 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $357 Shares 10,030 Est. Cost $27.39 Unrealized +24.9%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $344 Shares 2,494 Est. Cost $144.85 Unrealized
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $340 Shares 3,635 Est. Cost $72.77 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $335 Shares 1,110 Est. Cost $336.17 Unrealized -9.9%
TEAM ATLASSIAN CORPORATION CL A 0.2%
Value ($000) $334 Shares 1,656 Est. Cost $231.74 Unrealized -18.1%
ACCO ACCO BRANDS CORP COM 0.2%
Value ($000) $331 Shares 57,614 Est. Cost $5.69 Unrealized -16.5%
LOPE GRAND CANYON ED INC COM 0.2%
Value ($000) $320 Shares 2,741 Est. Cost $111.94 Unrealized -0.8%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $319 Shares 6,458 Est. Cost $45.67 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.2%
Value ($000) $316 Shares 8,806 Est. Cost $41.56 Unrealized
FTS FORTIS INC COM 0.2%
Value ($000) $312 Shares 8,221 Est. Cost $36.94 Unrealized +0.6%
BIIB BIOGEN INC COM 0.2%
Value ($000) $312 Shares 1,214 Est. Cost $243.83 Unrealized +9.7%
REGN REGENERON PHARMACEUTICALS COM 0.2%
Value ($000) $310 Shares 377 Est. Cost $616.47 Unrealized +26.8%
HUM HUMANA INC COM 0.2%
Value ($000) $307 Shares 631 Est. Cost $443.18 Unrealized +3.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $306 Shares 2,877 Est. Cost $104.66 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $305 Shares 1,916 Est. Cost $163.99 Unrealized -3.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $303 Shares 3,862 Est. Cost $79.54 Unrealized -2.2%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $300 Shares 1,671 Est. Cost $173.31 Unrealized
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $299 Shares 14,101 Est. Cost $22.80 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $298 Shares 2,846 Est. Cost $136.20 Unrealized -26.4%
ORANY ORANGE SPONSORED ADR 0.1%
Value ($000) $297 Shares 25,807 Est. Cost $10.10 Unrealized
FHI FEDERATED HERMES INC CL B 0.1%
Value ($000) $294 Shares 8,674 Est. Cost $33.62 Unrealized -8.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $290 Shares 7,407 Est. Cost $44.22 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $290 Shares 8,279 Est. Cost $36.39 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.1%
Value ($000) $289 Shares 35,102 Est. Cost $7.00 Unrealized 0.0%
JAMES HARDIE INDS PLC SPONSORED ADR 0.1%
Value ($000) $288 Shares 10,983 Est. Cost $26.81 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $286 Shares 4,894 Est. Cost $59.02 Unrealized +5.6%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.1%
Value ($000) $286 Shares 11,640 Est. Cost $35.22 Unrealized -9.0%
EXC EXELON CORP COM 0.1%
Value ($000) $286 Shares 7,557 Est. Cost $37.16 Unrealized +0.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $277 Shares 3,717 Est. Cost $77.83 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $276 Shares 18,433 Est. Cost $13.72 Unrealized
LX LEXINFINTECH HLDGS LTD ADR 0.1%
Value ($000) $274 Shares 124,114 Est. Cost $2.03 Unrealized
SEIC SEI INVTS CO COM 0.1%
Value ($000) $272 Shares 4,514 Est. Cost $59.56 Unrealized 0.0%
PAM PAMPA ENERGIA S A SPONS ADR LVL I 0.1%
Value ($000) $270 Shares 7,231 Est. Cost $32.08 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $269 Shares 1,291 Est. Cost $192.91 Unrealized +2.0%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $266 Shares 7,141 Est. Cost $41.71 Unrealized -6.5%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $265 Shares 2,251 Est. Cost $96.69 Unrealized +4.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $263 Shares 1,652 Est. Cost $159.67 Unrealized
ALLY ALLY FINL INC COM 0.1%
Value ($000) $263 Shares 9,869 Est. Cost $25.73 Unrealized -0.5%
AAMI BRIGHTSPHERE INVT GROUP INC COM 0.1%
Value ($000) $260 Shares 13,432 Est. Cost $19.40 Unrealized +6.1%
CMRE COSTAMARE INC SHS 0.1%
Value ($000) $255 Shares 26,518 Est. Cost $9.26 Unrealized +2.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value ($000) $254 Shares 4,067 Est. Cost $58.70 Unrealized +0.6%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $253 Shares 6,492 Est. Cost $45.52 Unrealized -5.8%
BKE BUCKLE INC COM 0.1%
Value ($000) $252 Shares 7,540 Est. Cost $28.99 Unrealized -5.6%
CRM SALESFORCE INC COM 0.1%
Value ($000) $250 Shares 1,233 Est. Cost $213.47 Unrealized 0.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $249 Shares 6,046 Est. Cost $39.01 Unrealized
DHIL DIAMOND HILL INVT GROUP INC COM NEW 0.1%
Value ($000) $249 Shares 1,479 Est. Cost $153.45 Unrealized -1.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $248 Shares 2,619 Est. Cost $97.49 Unrealized
IVZ INVESCO LTD SHS 0.1%
Value ($000) $246 Shares 16,913 Est. Cost $18.69 Unrealized -23.2%
BBY BEST BUY INC COM 0.1%
Value ($000) $244 Shares 3,516 Est. Cost $62.78 Unrealized +9.4%
LAM RESEARCH CORP COM 0.1%
Value ($000) $240 Shares 383 Est. Cost $642.86 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $239 Shares 275 Est. Cost $858.21 Unrealized 0.0%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $238 Shares 1,772 Est. Cost $136.67 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $237 Shares 4,242 Est. Cost $49.40 Unrealized +12.8%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $237 Shares 1,730 Est. Cost $138.06 Unrealized 0.0%
ATHM AUTOHOME INC SP ADS RP CL A 0.1%
Value ($000) $232 Shares 7,644 Est. Cost $29.88 Unrealized
BZH BEAZER HOMES USA INC COM NEW 0.1%
Value ($000) $229 Shares 9,187 Est. Cost $20.39 Unrealized +41.5%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $226 Shares 2,770 Est. Cost $85.13 Unrealized -5.7%
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $225 Shares 1,367 Est. Cost $148.56 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $225 Shares 5,922 Est. Cost $39.56 Unrealized
IMOS CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 0.1%
Value ($000) $223 Shares 9,661 Est. Cost $33.50 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $220 Shares 3,339 Est. Cost $65.76 Unrealized
WNS HLDGS LTD SPON ADR 0.1%
Value ($000) $219 Shares 3,202 Est. Cost $82.70 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $219 Shares 387 Est. Cost $532.21 Unrealized 0.0%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.1%
Value ($000) $218 Shares 4,376 Est. Cost $49.89 Unrealized
CMA COMERICA INC COM 0.1%
Value ($000) $218 Shares 5,241 Est. Cost $35.21 Unrealized +19.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $218 Shares 2,352 Est. Cost $82.99 Unrealized +3.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $213 Shares 6,866 Est. Cost $30.20 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $210 Shares 718 Est. Cost $303.31 Unrealized +3.0%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $209 Shares 10,494 Est. Cost $22.15 Unrealized
JBSS SANFILIPPO JOHN B & SON INC COM 0.1%
Value ($000) $204 Shares 2,069 Est. Cost $111.45 Unrealized -5.6%
WB WEIBO CORP SPONSORED ADR 0.1%
Value ($000) $204 Shares 16,271 Est. Cost $20.55 Unrealized
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value ($000) $204 Shares 26,615 Est. Cost $5.45 Unrealized +37.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $203 Shares 4,262 Est. Cost $49.28 Unrealized
NOAH NOAH HLDGS LTD SPON ADS 0.1%
Value ($000) $190 Shares 15,197 Est. Cost $15.58 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $186 Shares 49,666 Est. Cost $3.86 Unrealized
GNW GENWORTH FINL INC COM CL A 0.1%
Value ($000) $181 Shares 30,842 Est. Cost $4.82 Unrealized +19.7%
THE AARONS COMPANY INC COM 0.1%
Value ($000) $160 Shares 15,278 Est. Cost $12.34 Unrealized
TUPPERWARE BRANDS CORP COM 0.1%
Value ($000) $156 Shares 111,180 Est. Cost $1.44 Unrealized
GEO GEO GROUP INC NEW COM 0.1%
Value ($000) $141 Shares 17,279 Est. Cost $7.83 Unrealized -6.7%
TELUS INTL CDA INC SUB VTG SHS 0.1%
Value ($000) $133 Shares 17,509 Est. Cost $7.62 Unrealized
ICL ICL GROUP LTD SHS 0.1%
Value ($000) $131 Shares 23,542 Est. Cost $8.03 Unrealized -24.9%
SBH SALLY BEAUTY HLDGS INC COM 0.1%
Value ($000) $130 Shares 15,479 Est. Cost $13.57 Unrealized -21.8%
MOMO HELLO GROUP INC ADS 0.1%
Value ($000) $124 Shares 17,740 Est. Cost $6.98 Unrealized
SVM SILVERCORP METALS INC COM 0.1%
Value ($000) $121 Shares 51,314 Est. Cost $2.99 Unrealized -9.4%
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.1%
Value ($000) $114 Shares 20,336 Est. Cost $6.85 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $98 Shares 11,870 Est. Cost $8.03 Unrealized +7.4%
OPRT OPORTUN FINL CORP COM 0.0%
Value ($000) $79 Shares 10,983 Est. Cost $4.96 Unrealized +33.1%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $68 Shares 20,850 Est. Cost $3.36 Unrealized -3.9%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $60 Shares 12,559 Est. Cost $4.74 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $50 Shares 20,631 Est. Cost $2.33 Unrealized
LUFAX HOLDING LTD SPONSORED ADR 0.0%
Value ($000) $41 Shares 38,379 Est. Cost $3.13 Unrealized
TBLA TABOOLA.COM LTD ORD SHS 0.0%
Value ($000) $39 Shares 10,291 Est. Cost $3.52 Unrealized 0.0%
ENIC ENEL CHILE S.A. SPONSORED ADR 0.0%
Value ($000) $34 Shares 11,518 Est. Cost $3.33 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $11 Shares 14,115 Est. Cost $6.12 Unrealized 0.0%