DGS Capital Management, LLC Diversified Active

CIK: 0001900110 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value ($000): $260,114 (100.0% shares, 0.0% debt)

Holdings (250)

COIN COINBASE GLOBAL INC COM CL A 21.9%
Value ($000) $57,043 Shares 327,985 Est. Cost $163.90 Unrealized -33.4%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 10.0%
Value ($000) $25,929 Shares 245,935 Est. Cost $106.24 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $8,677 Shares 45,071 Est. Cost $160.21 Unrealized +14.1%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $7,517 Shares 19,990 Est. Cost $298.99 Unrealized +17.2%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.4%
Value ($000) $6,285 Shares 216,355 Est. Cost $30.26 Unrealized
GLOF ISHARES GLOBAL EQUITY FACTOR ETF 1.9%
Value ($000) $4,892 Shares 129,188 Est. Cost $38.61 Unrealized
NVO NOVO-NORDISK A S ADR 1.7%
Value ($000) $4,318 Shares 41,737 Est. Cost $100.96 Unrealized
META META PLATFORMS INC CL A 1.5%
Value ($000) $3,781 Shares 10,683 Est. Cost $199.11 Unrealized +62.4%
GOOG ALPHABET INC CAP STK CL C 1.4%
Value ($000) $3,700 Shares 26,253 Est. Cost $109.30 Unrealized +23.2%
GIB CGI INC CL A SUB VTG 1.1%
Value ($000) $2,853 Shares 26,609 Est. Cost $89.90 Unrealized +12.1%
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $2,827 Shares 5,708 Est. Cost $31.77 Unrealized +45.8%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $2,494 Shares 16,415 Est. Cost $123.91 Unrealized +13.1%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.9%
Value ($000) $2,410 Shares 80,921 Est. Cost $30.75 Unrealized
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $2,206 Shares 5,050 Est. Cost $397.74 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.8%
Value ($000) $2,040 Shares 95,339 Est. Cost $20.28 Unrealized
CELESTICA INC SUB VTG SHS 0.8%
Value ($000) $2,038 Shares 69,589 Est. Cost $11.09 Unrealized
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.8%
Value ($000) $1,999 Shares 64,687 Est. Cost $26.68 Unrealized
KT KT CORP SPONSORED ADR 0.7%
Value ($000) $1,861 Shares 138,457 Est. Cost $12.55 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.7%
Value ($000) $1,828 Shares 6,712 Est. Cost $172.70 Unrealized +49.2%
STLA STELLANTIS N.V SHS 0.7%
Value ($000) $1,797 Shares 77,076 Est. Cost $15.19 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.7%
Value ($000) $1,767 Shares 16,989 Est. Cost $105.98 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.7%
Value ($000) $1,743 Shares 11,411 Est. Cost $122.68 Unrealized +15.2%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,515 Shares 10,847 Est. Cost $110.99 Unrealized +20.1%
UNM UNUM GROUP COM 0.6%
Value ($000) $1,499 Shares 33,149 Est. Cost $27.44 Unrealized +66.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.6%
Value ($000) $1,471 Shares 161,440 Est. Cost $5.39 Unrealized
ASAN ASANA INC CL A 0.6%
Value ($000) $1,470 Shares 77,325 Est. Cost $19.44 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,435 Shares 2,726 Est. Cost $449.26 Unrealized +13.8%
OTEX OPEN TEXT CORP COM 0.5%
Value ($000) $1,408 Shares 33,511 Est. Cost $27.52 Unrealized +27.0%
MANH MANHATTAN ASSOCIATES INC COM 0.5%
Value ($000) $1,407 Shares 6,535 Est. Cost $149.23 Unrealized +41.8%
WINA WINMARK CORP COM 0.5%
Value ($000) $1,385 Shares 3,317 Est. Cost $270.13 Unrealized +55.7%
IMKTA INGLES MKTS INC CL A 0.5%
Value ($000) $1,379 Shares 15,972 Est. Cost $76.29 Unrealized +4.4%
BHP BHP GROUP LTD SPONSORED ADS 0.5%
Value ($000) $1,301 Shares 19,052 Est. Cost $67.04 Unrealized
PRG PROG HOLDINGS INC COM NPV 0.5%
Value ($000) $1,282 Shares 41,478 Est. Cost $26.27 Unrealized +8.4%
MTG MGIC INVT CORP WIS COM 0.5%
Value ($000) $1,252 Shares 64,895 Est. Cost $14.30 Unrealized +23.8%
AI C3 AI INC CL A 0.5%
Value ($000) $1,193 Shares 41,544 Est. Cost $40.49 Unrealized -32.1%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,172 Shares 23,193 Est. Cost $45.01 Unrealized +6.6%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,123 Shares 1,927 Est. Cost $302.02 Unrealized +90.4%
GSK GSK PLC SPONSORED ADR 0.4%
Value ($000) $1,120 Shares 30,225 Est. Cost $35.68 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $1,111 Shares 1,862 Est. Cost $441.46 Unrealized +30.6%
GM GENERAL MTRS CO COM 0.4%
Value ($000) $1,077 Shares 29,995 Est. Cost $37.54 Unrealized -19.4%
FINV FINVOLUTION GROUP SPONSORED ADS 0.4%
Value ($000) $1,053 Shares 214,835 Est. Cost $4.58 Unrealized
EVR EVERCORE INC CLASS A 0.4%
Value ($000) $1,052 Shares 6,150 Est. Cost $106.34 Unrealized +32.2%
MFC MANULIFE FINL CORP COM 0.4%
Value ($000) $997 Shares 45,093 Est. Cost $18.85 Unrealized +1.9%
VRSN VERISIGN INC COM 0.4%
Value ($000) $975 Shares 4,735 Est. Cost $209.06 Unrealized -1.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $968 Shares 20,199 Est. Cost $47.15 Unrealized
DAC DANAOS CORPORATION SHS 0.4%
Value ($000) $958 Shares 12,939 Est. Cost $58.69 Unrealized +8.4%
HCA HCA HEALTHCARE INC COM 0.4%
Value ($000) $951 Shares 3,513 Est. Cost $222.05 Unrealized +9.4%
AMGN AMGEN INC COM 0.4%
Value ($000) $948 Shares 3,291 Est. Cost $205.37 Unrealized +24.2%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $940 Shares 9,305 Est. Cost $89.18 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.4%
Value ($000) $918 Shares 22,181 Est. Cost $35.33 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $912 Shares 2,138 Est. Cost $345.59 Unrealized +14.9%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $895 Shares 5,521 Est. Cost $128.71 Unrealized +12.0%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.3%
Value ($000) $889 Shares 105,100 Est. Cost $10.74 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.3%
Value ($000) $885 Shares 5,805 Est. Cost $118.65 Unrealized +12.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $868 Shares 2,473 Est. Cost $321.68 Unrealized -2.8%
RIO RIO TINTO PLC SPONSORED ADR 0.3%
Value ($000) $867 Shares 11,642 Est. Cost $68.05 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $857 Shares 11,130 Est. Cost $77.83 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $856 Shares 19,511 Est. Cost $36.95 Unrealized +8.5%
HUBS HUBSPOT INC COM 0.3%
Value ($000) $828 Shares 1,427 Est. Cost $319.10 Unrealized +50.8%
INFY INFOSYS LTD SPONSORED ADR 0.3%
Value ($000) $827 Shares 44,976 Est. Cost $21.52 Unrealized
URI UNITED RENTALS INC COM 0.3%
Value ($000) $827 Shares 1,441 Est. Cost $329.01 Unrealized +40.6%
VIV TELEFONICA BRASIL SA NEW ADR 0.3%
Value ($000) $813 Shares 74,336 Est. Cost $8.48 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.3%
Value ($000) $783 Shares 140,491 Est. Cost $7.09 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.3%
Value ($000) $773 Shares 26,450 Est. Cost $27.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.3%
Value ($000) $773 Shares 45,496 Est. Cost $13.08 Unrealized +17.4%
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.3%
Value ($000) $770 Shares 60,648 Est. Cost $7.07 Unrealized +42.3%
AMKR AMKOR TECHNOLOGY INC COM 0.3%
Value ($000) $762 Shares 22,900 Est. Cost $20.24 Unrealized +24.6%
MHO M/I HOMES INC COM 0.3%
Value ($000) $755 Shares 5,479 Est. Cost $46.15 Unrealized +116.7%
TSLA TESLA INC COM 0.3%
Value ($000) $751 Shares 3,021 Est. Cost $260.40 Unrealized -8.7%
INTU INTUIT COM 0.3%
Value ($000) $737 Shares 1,179 Est. Cost $553.67 Unrealized -1.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value ($000) $728 Shares 962 Est. Cost $583.69 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.3%
Value ($000) $702 Shares 43,978 Est. Cost $13.32 Unrealized
VNT VONTIER CORPORATION COM 0.3%
Value ($000) $678 Shares 19,634 Est. Cost $18.74 Unrealized +73.6%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.3%
Value ($000) $676 Shares 38,052 Est. Cost $9.81 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.3%
Value ($000) $659 Shares 14,912 Est. Cost $28.95 Unrealized +6.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.3%
Value ($000) $656 Shares 10,088 Est. Cost $55.17 Unrealized
PRDO PERDOCEO ED CORP COM 0.2%
Value ($000) $648 Shares 36,911 Est. Cost $12.10 Unrealized +39.2%
MRK MERCK & CO INC COM 0.2%
Value ($000) $644 Shares 5,903 Est. Cost $77.35 Unrealized +25.2%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $639 Shares 4,075 Est. Cost $149.33 Unrealized -3.8%
WMT WALMART INC COM 0.2%
Value ($000) $637 Shares 4,038 Est. Cost $45.65 Unrealized +13.1%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.2%
Value ($000) $636 Shares 20,661 Est. Cost $27.34 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $631 Shares 7,788 Est. Cost $57.44 Unrealized +25.7%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $625 Shares 16,368 Est. Cost $30.47 Unrealized -0.5%
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.2%
Value ($000) $610 Shares 126,906 Est. Cost $3.11 Unrealized
RDY DR REDDYS LABS LTD ADR 0.2%
Value ($000) $600 Shares 8,616 Est. Cost $62.01 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $591 Shares 1,064 Est. Cost $553.88 Unrealized -15.2%
HOLLYSYS AUTOMATION TCHNGY LTD SHS 0.2%
Value ($000) $570 Shares 21,649 Est. Cost $15.48 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $567 Shares 1,102 Est. Cost $332.19 Unrealized +53.9%
SBH SALLY BEAUTY HLDGS INC COM 0.2%
Value ($000) $557 Shares 41,933 Est. Cost $11.12 Unrealized -12.9%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $543 Shares 1,152 Est. Cost $415.11 Unrealized +7.6%
V VISA INC COM CL A 0.2%
Value ($000) $540 Shares 2,075 Est. Cost $213.57 Unrealized +13.6%
AER AERCAP HOLDINGS NV SHS 0.2%
Value ($000) $538 Shares 7,236 Est. Cost $60.44 Unrealized +7.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.2%
Value ($000) $532 Shares 1,746 Est. Cost $190.36 Unrealized +43.2%
IX ORIX CORP SPONSORED ADR 0.2%
Value ($000) $530 Shares 5,678 Est. Cost $97.67 Unrealized
MGA MAGNA INTL INC COM 0.2%
Value ($000) $530 Shares 8,973 Est. Cost $59.83 Unrealized -17.0%
ASX ASE INDUSTRIAL HOLDING 0.2%
Value ($000) $530 Shares 56,281 Est. Cost $6.67 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $526 Shares 10,466 Est. Cost $27.92 Unrealized +43.4%
TIMB TIM S A SPONSORED ADR 0.2%
Value ($000) $523 Shares 28,323 Est. Cost $12.40 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $523 Shares 1,074 Est. Cost $54.06 Unrealized -19.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value ($000) $510 Shares 6,754 Est. Cost $61.25 Unrealized +8.9%
ORCL ORACLE CORP COM 0.2%
Value ($000) $508 Shares 4,822 Est. Cost $89.60 Unrealized +19.1%
SNY SANOFI SPONSORED ADR 0.2%
Value ($000) $507 Shares 10,194 Est. Cost $50.46 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $502 Shares 10,975 Est. Cost $39.03 Unrealized +8.6%
KOP KOPPERS HOLDINGS INC COM 0.2%
Value ($000) $501 Shares 9,780 Est. Cost $26.45 Unrealized +55.3%
AGRO ADECOAGRO S A COM 0.2%
Value ($000) $493 Shares 44,410 Est. Cost $7.98 Unrealized +30.3%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $490 Shares 2,977 Est. Cost $151.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $455 Shares 1,276 Est. Cost $333.05 Unrealized +5.4%
STT STATE STR CORP COM 0.2%
Value ($000) $453 Shares 5,849 Est. Cost $63.50 Unrealized +2.1%
WMK WEIS MKTS INC COM 0.2%
Value ($000) $451 Shares 7,058 Est. Cost $56.96 Unrealized +6.8%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.2%
Value ($000) $446 Shares 4,694 Est. Cost $54.47 Unrealized
CONSOL ENERGY INC NEW COM 0.2%
Value ($000) $446 Shares 4,432 Est. Cost $68.62 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $441 Shares 1,089 Est. Cost $160.35 Unrealized +22.1%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.2%
Value ($000) $441 Shares 14,457 Est. Cost $33.44 Unrealized -22.0%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $440 Shares 925 Est. Cost $468.50 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $433 Shares 11,496 Est. Cost $35.27 Unrealized -12.1%
JAMES HARDIE INDS PLC SPONSORED ADR 0.2%
Value ($000) $429 Shares 11,100 Est. Cost $26.94 Unrealized
CVLG COVENANT LOGISTICS GROUP INC CL A 0.2%
Value ($000) $428 Shares 9,293 Est. Cost $15.12 Unrealized +38.5%
M MACYS INC COM 0.2%
Value ($000) $419 Shares 20,809 Est. Cost $14.47 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.2%
Value ($000) $413 Shares 14,087 Est. Cost $32.20 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $412 Shares 4,532 Est. Cost $75.47 Unrealized +10.0%
SAN BANCO SANTANDER S.A. ADR 0.2%
Value ($000) $407 Shares 98,199 Est. Cost $3.08 Unrealized
G GENPACT LIMITED SHS 0.2%
Value ($000) $404 Shares 11,637 Est. Cost $41.93 Unrealized -20.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $402 Shares 7,717 Est. Cost $48.94 Unrealized
BCE BCE INC COM NEW 0.2%
Value ($000) $401 Shares 10,192 Est. Cost $38.19 Unrealized -15.0%
MET METLIFE INC COM 0.2%
Value ($000) $400 Shares 6,051 Est. Cost $55.66 Unrealized +5.6%
PEP PEPSICO INC COM 0.2%
Value ($000) $400 Shares 2,353 Est. Cost $165.45 Unrealized -7.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $396 Shares 1,143 Est. Cost $334.94 Unrealized -12.3%
AVGO BROADCOM INC COM 0.2%
Value ($000) $395 Shares 354 Est. Cost $92.23 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.2%
Value ($000) $393 Shares 1,654 Est. Cost $231.74 Unrealized -15.3%
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $388 Shares 2,942 Est. Cost $113.18 Unrealized +14.9%
AAMI BRIGHTSPHERE INVT GROUP INC COM 0.1%
Value ($000) $384 Shares 20,035 Est. Cost $18.81 Unrealized -6.4%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $383 Shares 2,088 Est. Cost $175.32 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.1%
Value ($000) $382 Shares 14,834 Est. Cost $27.27 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $382 Shares 2,465 Est. Cost $129.34 Unrealized +4.9%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $372 Shares 2,487 Est. Cost $144.85 Unrealized
NUS NU SKIN ENTERPRISES INC CL A 0.1%
Value ($000) $367 Shares 18,916 Est. Cost $17.32 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.1%
Value ($000) $367 Shares 9,381 Est. Cost $41.40 Unrealized
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $360 Shares 1,581 Est. Cost $199.91 Unrealized +12.4%
FTS FORTIS INC COM 0.1%
Value ($000) $360 Shares 8,745 Est. Cost $36.94 Unrealized +0.4%
CRESCENT PT ENERGY CORP COM 0.1%
Value ($000) $357 Shares 51,495 Est. Cost $6.68 Unrealized
NICE NICE LTD SPONSORED ADR 0.1%
Value ($000) $352 Shares 1,762 Est. Cost $191.89 Unrealized
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $351 Shares 14,533 Est. Cost $22.84 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.1%
Value ($000) $348 Shares 13,676 Est. Cost $25.56 Unrealized -3.5%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $346 Shares 297 Est. Cost $869.19 Unrealized +15.8%
WU WESTERN UN CO COM 0.1%
Value ($000) $344 Shares 28,857 Est. Cost $11.41 Unrealized
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $343 Shares 8,117 Est. Cost $31.07 Unrealized +23.6%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $338 Shares 4,046 Est. Cost $56.71 Unrealized +38.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $337 Shares 2,934 Est. Cost $104.86 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value ($000) $334 Shares 11,080 Est. Cost $25.83 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $331 Shares 9,468 Est. Cost $25.73 Unrealized +0.8%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $330 Shares 376 Est. Cost $616.47 Unrealized +32.8%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $330 Shares 8,451 Est. Cost $36.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $329 Shares 19,140 Est. Cost $17.60 Unrealized +1.2%
BIIB BIOGEN INC COM 0.1%
Value ($000) $327 Shares 1,265 Est. Cost $243.90 Unrealized +0.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $322 Shares 1,223 Est. Cost $213.47 Unrealized +4.7%
BZH BEAZER HOMES USA INC COM NEW 0.1%
Value ($000) $319 Shares 9,431 Est. Cost $20.57 Unrealized +32.9%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $316 Shares 1,856 Est. Cost $163.99 Unrealized -11.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $314 Shares 7,638 Est. Cost $44.13 Unrealized
FHI FEDERATED HERMES INC CL B 0.1%
Value ($000) $313 Shares 9,258 Est. Cost $33.35 Unrealized -12.0%
HUM HUMANA INC COM 0.1%
Value ($000) $312 Shares 681 Est. Cost $445.86 Unrealized +7.6%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $312 Shares 3,695 Est. Cost $77.83 Unrealized
PAM PAMPA ENERGIA S A SPONS ADR LVL I 0.1%
Value ($000) $307 Shares 6,190 Est. Cost $32.08 Unrealized
QLYS QUALYS INC COM 0.1%
Value ($000) $302 Shares 1,540 Est. Cost $174.91 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $300 Shares 1,666 Est. Cost $159.67 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $299 Shares 382 Est. Cost $642.86 Unrealized
ORANY ORANGE SPONSORED ADR 0.1%
Value ($000) $294 Shares 25,739 Est. Cost $10.10 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $292 Shares 867 Est. Cost $302.41 Unrealized -1.4%
CB CHUBB LIMITED COM 0.1%
Value ($000) $292 Shares 1,291 Est. Cost $192.91 Unrealized +10.8%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.1%
Value ($000) $290 Shares 9,912 Est. Cost $25.53 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.1%
Value ($000) $289 Shares 16,208 Est. Cost $18.69 Unrealized -30.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $289 Shares 33,229 Est. Cost $9.48 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $279 Shares 5,991 Est. Cost $39.01 Unrealized
BKE BUCKLE INC COM 0.1%
Value ($000) $279 Shares 5,877 Est. Cost $28.99 Unrealized +2.9%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $275 Shares 416 Est. Cost $535.09 Unrealized +7.2%
GRVY GRAVITY CO LTD SPONSORED ADS NE 0.1%
Value ($000) $273 Shares 3,921 Est. Cost $69.56 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.1%
Value ($000) $269 Shares 37,841 Est. Cost $6.97 Unrealized
SEIC SEI INVTS CO COM 0.1%
Value ($000) $269 Shares 4,232 Est. Cost $59.56 Unrealized -5.1%
MOMO HELLO GROUP INC ADS 0.1%
Value ($000) $265 Shares 38,185 Est. Cost $6.96 Unrealized
CMA COMERICA INC COM 0.1%
Value ($000) $265 Shares 4,745 Est. Cost $35.21 Unrealized +15.5%
MOD MODINE MFG CO COM 0.1%
Value ($000) $261 Shares 4,371 Est. Cost $48.90 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $259 Shares 2,492 Est. Cost $97.49 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $257 Shares 6,047 Est. Cost $41.71 Unrealized -13.9%
OBE OBSIDIAN ENERGY LTD COM 0.1%
Value ($000) $257 Shares 37,835 Est. Cost $7.05 Unrealized +9.3%
CMRE COSTAMARE INC SHS 0.1%
Value ($000) $256 Shares 24,619 Est. Cost $9.26 Unrealized -2.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value ($000) $256 Shares 3,838 Est. Cost $58.70 Unrealized -2.3%
WB WEIBO CORP SPONSORED ADR 0.1%
Value ($000) $253 Shares 23,121 Est. Cost $17.71 Unrealized
IMOS CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 0.1%
Value ($000) $253 Shares 9,284 Est. Cost $33.50 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $252 Shares 18,983 Est. Cost $13.71 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $252 Shares 4,273 Est. Cost $49.40 Unrealized +7.8%
JBSS SANFILIPPO JOHN B & SON INC COM 0.1%
Value ($000) $252 Shares 2,444 Est. Cost $109.40 Unrealized -10.3%
HE HAWAIIAN ELEC INDUSTRIES COM 0.1%
Value ($000) $251 Shares 17,684 Est. Cost $13.00 Unrealized 0.0%
TELUS INTL CDA INC SUB VTG SHS 0.1%
Value ($000) $250 Shares 29,133 Est. Cost $8.00 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.1%
Value ($000) $250 Shares 1,294 Est. Cost $148.56 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $246 Shares 4,862 Est. Cost $49.44 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $242 Shares 1,780 Est. Cost $137.81 Unrealized -6.4%
EXC EXELON CORP COM 0.1%
Value ($000) $242 Shares 6,747 Est. Cost $37.16 Unrealized -4.4%
USNA USANA HEALTH SCIENCES INC COM 0.1%
Value ($000) $240 Shares 4,485 Est. Cost $56.88 Unrealized -11.1%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $240 Shares 5,660 Est. Cost $45.52 Unrealized -13.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $237 Shares 5,903 Est. Cost $39.56 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $237 Shares 2,878 Est. Cost $79.54 Unrealized -10.2%
TXNM PNM RES INC COM 0.1%
Value ($000) $235 Shares 5,647 Est. Cost $42.83 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $231 Shares 889 Est. Cost $234.24 Unrealized 0.0%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.1%
Value ($000) $230 Shares 4,556 Est. Cost $49.91 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $230 Shares 3,413 Est. Cost $65.80 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $230 Shares 6,750 Est. Cost $30.20 Unrealized
DHIL DIAMOND HILL INVT GROUP INC COM NEW 0.1%
Value ($000) $229 Shares 1,380 Est. Cost $153.45 Unrealized -6.3%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $227 Shares 2,273 Est. Cost $96.69 Unrealized +0.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $224 Shares 4,629 Est. Cost $45.67 Unrealized
NTAP NETAPP INC COM 0.1%
Value ($000) $224 Shares 2,537 Est. Cost $77.04 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $221 Shares 1,502 Est. Cost $117.86 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $221 Shares 5,497 Est. Cost $31.45 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $220 Shares 2,355 Est. Cost $85.13 Unrealized -12.1%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $219 Shares 9,389 Est. Cost $22.15 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $215 Shares 5,074 Est. Cost $51.67 Unrealized -9.9%
WNS HLDGS LTD SPON ADR 0.1%
Value ($000) $215 Shares 3,405 Est. Cost $81.54 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.1%
Value ($000) $215 Shares 2,355 Est. Cost $91.18 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $214 Shares 1,500 Est. Cost $113.03 Unrealized 0.0%
ACCO ACCO BRANDS CORP COM 0.1%
Value ($000) $212 Shares 34,796 Est. Cost $5.69 Unrealized -19.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $212 Shares 1,964 Est. Cost $136.20 Unrealized -34.1%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $211 Shares 4,267 Est. Cost $49.36 Unrealized
GNW GENWORTH FINL INC COM CL A 0.1%
Value ($000) $211 Shares 31,515 Est. Cost $4.85 Unrealized +25.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $210 Shares 2,702 Est. Cost $77.73 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $209 Shares 706 Est. Cost $258.68 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $209 Shares 2,622 Est. Cost $71.73 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $209 Shares 359 Est. Cost $510.90 Unrealized 0.0%
TWLO TWILIO INC CL A 0.1%
Value ($000) $204 Shares 2,694 Est. Cost $59.02 Unrealized +5.6%
GEO GEO GROUP INC NEW COM 0.1%
Value ($000) $187 Shares 17,251 Est. Cost $7.83 Unrealized +21.9%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $185 Shares 54,028 Est. Cost $3.82 Unrealized
VET VERMILION ENERGY INC COM 0.1%
Value ($000) $181 Shares 15,006 Est. Cost $13.23 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $178 Shares 36,310 Est. Cost $4.91 Unrealized
HLF HERBALIFE LTD COM SHS 0.1%
Value ($000) $165 Shares 10,795 Est. Cost $13.81 Unrealized 0.0%
THE AARONS COMPANY INC COM 0.1%
Value ($000) $160 Shares 14,692 Est. Cost $12.34 Unrealized
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value ($000) $155 Shares 17,907 Est. Cost $5.45 Unrealized +42.7%
RGP RESOURCES CONNECTION INC COM 0.1%
Value ($000) $149 Shares 10,549 Est. Cost $13.99 Unrealized 0.0%
LX LEXINFINTECH HLDGS LTD ADR 0.1%
Value ($000) $146 Shares 79,402 Est. Cost $2.03 Unrealized
TUPPERWARE BRANDS CORP COM 0.1%
Value ($000) $142 Shares 71,219 Est. Cost $1.44 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $129 Shares 26,517 Est. Cost $4.81 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $119 Shares 11,389 Est. Cost $10.44 Unrealized
GRNT GRANITE RIDGE RESOURCES INC COM 0.0%
Value ($000) $100 Shares 16,555 Est. Cost $6.11 Unrealized 0.0%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $90 Shares 11,177 Est. Cost $8.03 Unrealized -9.3%
TEEKAY CORPORATION COM 0.0%
Value ($000) $86 Shares 12,016 Est. Cost $7.15 Unrealized
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $85 Shares 32,339 Est. Cost $2.99 Unrealized -18.2%
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $79 Shares 15,690 Est. Cost $8.03 Unrealized -36.6%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $75 Shares 19,075 Est. Cost $3.36 Unrealized +4.8%
EGRX EAGLE PHARMACEUTICALS INC COM 0.0%
Value ($000) $60 Shares 11,419 Est. Cost $9.87 Unrealized 0.0%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $51 Shares 22,097 Est. Cost $2.33 Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $51 Shares 16,139 Est. Cost $2.91 Unrealized 0.0%
ENIC ENEL CHILE S.A. SPONSORED ADR 0.0%
Value ($000) $36 Shares 10,970 Est. Cost $3.33 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $14 Shares 15,442 Est. Cost $0.88 Unrealized
TIOG TINGO GROUP INC COM 0.0%
Value ($000) $8 Shares 11,625 Est. Cost $0.75 Unrealized 0.0%