DGS Capital Management, LLC Diversified Active

CIK: 0001900110 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Dec 10, 2024

Total Value ($000): $368,712 (100.0% shares, 0.0% debt)

Holdings (309)

COIN COINBASE GLOBAL INC COM CL A 15.8%
Value ($000) $58,427 Shares 327,929 Est. Cost $163.90 Unrealized +22.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 8.4%
Value ($000) $31,056 Shares 292,461 Est. Cost $106.06 Unrealized
AAPL APPLE INC COM 3.4%
Value ($000) $12,698 Shares 54,499 Est. Cost $165.19 Unrealized +34.4%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $10,286 Shares 23,905 Est. Cost $316.69 Unrealized +33.6%
NVDA NVIDIA CORPORATION COM 2.6%
Value ($000) $9,565 Shares 78,760 Est. Cost $95.95 Unrealized +23.1%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 1.9%
Value ($000) $7,154 Shares 243,264 Est. Cost $30.14 Unrealized
META META PLATFORMS INC CL A 1.9%
Value ($000) $7,124 Shares 12,444 Est. Cost $239.59 Unrealized +113.8%
GLOF ISHARES GLOBAL EQUITY FACTOR ETF 1.7%
Value ($000) $6,372 Shares 142,324 Est. Cost $38.92 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 1.4%
Value ($000) $5,047 Shares 212,324 Est. Cost $21.18 Unrealized
NVO NOVO-NORDISK A S ADR 1.4%
Value ($000) $5,001 Shares 42,003 Est. Cost $101.70 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $4,735 Shares 25,410 Est. Cost $140.80 Unrealized +29.6%
LLY ELI LILLY & CO COM 1.3%
Value ($000) $4,641 Shares 5,239 Est. Cost $606.80 Unrealized +46.7%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $4,508 Shares 26,962 Est. Cost $113.23 Unrealized +48.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.0%
Value ($000) $3,667 Shares 21,116 Est. Cost $118.64 Unrealized
GIB CGI INC CL A SUB VTG 1.0%
Value ($000) $3,596 Shares 31,280 Est. Cost $92.58 Unrealized +17.3%
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $3,465 Shares 6,566 Est. Cost $420.20 Unrealized
CLS CELESTICA INC COM 0.8%
Value ($000) $3,042 Shares 59,513 Est. Cost $50.44 Unrealized +2.5%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.8%
Value ($000) $3,017 Shares 95,092 Est. Cost $29.46 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,922 Shares 17,621 Est. Cost $127.52 Unrealized +30.7%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.8%
Value ($000) $2,858 Shares 94,401 Est. Cost $30.64 Unrealized
FINV FINVOLUTION GROUP SPONSORED ADS 0.7%
Value ($000) $2,749 Shares 444,853 Est. Cost $4.96 Unrealized
PRG PROG HOLDINGS INC COM NPV 0.7%
Value ($000) $2,522 Shares 52,004 Est. Cost $27.50 Unrealized +50.6%
KT KT CORP SPONSORED ADR 0.6%
Value ($000) $2,321 Shares 150,880 Est. Cost $12.69 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.6%
Value ($000) $2,277 Shares 11,809 Est. Cost $123.51 Unrealized +48.3%
UNM UNUM GROUP COM 0.6%
Value ($000) $2,197 Shares 36,962 Est. Cost $29.94 Unrealized +81.4%
MTG MGIC INVT CORP WIS COM 0.6%
Value ($000) $2,196 Shares 85,797 Est. Cost $16.00 Unrealized +50.6%
GM GENERAL MTRS CO COM 0.6%
Value ($000) $2,087 Shares 46,542 Est. Cost $39.25 Unrealized +16.4%
MANH MANHATTAN ASSOCIATES INC COM 0.5%
Value ($000) $1,992 Shares 7,078 Est. Cost $159.75 Unrealized +59.3%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.5%
Value ($000) $1,913 Shares 176,446 Est. Cost $5.91 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $1,834 Shares 23,306 Est. Cost $77.52 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.5%
Value ($000) $1,829 Shares 7,984 Est. Cost $136.91 Unrealized +56.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.5%
Value ($000) $1,799 Shares 6,638 Est. Cost $185.07 Unrealized +49.4%
G GENPACT LIMITED SHS 0.5%
Value ($000) $1,796 Shares 45,800 Est. Cost $36.00 Unrealized -1.3%
IMKTA INGLES MKTS INC CL A 0.4%
Value ($000) $1,640 Shares 21,977 Est. Cost $75.85 Unrealized -4.5%
EVR EVERCORE INC CLASS A 0.4%
Value ($000) $1,621 Shares 6,397 Est. Cost $109.94 Unrealized +112.9%
WMT WALMART INC COM 0.4%
Value ($000) $1,581 Shares 19,580 Est. Cost $56.60 Unrealized +28.1%
HCA HCA HEALTHCARE INC COM 0.4%
Value ($000) $1,573 Shares 3,871 Est. Cost $232.96 Unrealized +55.4%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $1,550 Shares 7,671 Est. Cost $145.11 Unrealized +39.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $1,539 Shares 29,139 Est. Cost $48.21 Unrealized
MFC MANULIFE FINL CORP COM 0.4%
Value ($000) $1,536 Shares 51,994 Est. Cost $19.65 Unrealized +36.7%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,532 Shares 13,491 Est. Cost $99.98 Unrealized +13.0%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $1,507 Shares 2,626 Est. Cost $505.54 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,443 Shares 8,363 Est. Cost $153.71 Unrealized +2.8%
KB KB FINL GROUP INC SPONSORED ADR 0.4%
Value ($000) $1,421 Shares 23,011 Est. Cost $36.22 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,419 Shares 2,873 Est. Cost $374.78 Unrealized +23.2%
GSK GSK PLC SPONSORED ADR 0.4%
Value ($000) $1,408 Shares 34,438 Est. Cost $36.17 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.4%
Value ($000) $1,408 Shares 63,209 Est. Cost $21.12 Unrealized
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.4%
Value ($000) $1,394 Shares 27,701 Est. Cost $50.19 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,370 Shares 1,931 Est. Cost $56.15 Unrealized +19.1%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,356 Shares 2,320 Est. Cost $449.26 Unrealized +22.0%
FICO FAIR ISAAC CORP COM 0.4%
Value ($000) $1,341 Shares 690 Est. Cost $1111.01 Unrealized +54.0%
WIT WIPRO LTD SPON ADR 1 SH 0.3%
Value ($000) $1,266 Shares 195,441 Est. Cost $6.80 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $1,261 Shares 2,436 Est. Cost $473.98 Unrealized +15.7%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.3%
Value ($000) $1,252 Shares 29,538 Est. Cost $30.92 Unrealized
APPF APPFOLIO INC COM CL A 0.3%
Value ($000) $1,235 Shares 5,246 Est. Cost $215.65 Unrealized +8.5%
WINA WINMARK CORP COM 0.3%
Value ($000) $1,231 Shares 3,215 Est. Cost $281.76 Unrealized +32.0%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,229 Shares 10,683 Est. Cost $91.75 Unrealized
DAC DANAOS CORPORATION SHS 0.3%
Value ($000) $1,210 Shares 13,951 Est. Cost $60.03 Unrealized +34.2%
ELV ELEVANCE HEALTH INC COM 0.3%
Value ($000) $1,204 Shares 2,316 Est. Cost $450.78 Unrealized +15.5%
RIO RIO TINTO PLC SPONSORED ADR 0.3%
Value ($000) $1,195 Shares 16,797 Est. Cost $68.10 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,190 Shares 28,498 Est. Cost $38.05 Unrealized -0.8%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.3%
Value ($000) $1,135 Shares 57,386 Est. Cost $22.15 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,105 Shares 6,486 Est. Cost $97.54 Unrealized +46.7%
STLA STELLANTIS N.V SHS 0.3%
Value ($000) $1,095 Shares 77,960 Est. Cost $16.31 Unrealized
URI UNITED RENTALS INC COM 0.3%
Value ($000) $1,090 Shares 1,347 Est. Cost $347.70 Unrealized +104.4%
AER AERCAP HOLDINGS NV SHS 0.3%
Value ($000) $1,066 Shares 11,252 Est. Cost $71.24 Unrealized +30.0%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.3%
Value ($000) $1,059 Shares 24,444 Est. Cost $31.93 Unrealized +11.8%
MHO M/I HOMES INC COM 0.3%
Value ($000) $1,049 Shares 6,124 Est. Cost $54.20 Unrealized +179.9%
PRDO PERDOCEO ED CORP COM 0.3%
Value ($000) $1,025 Shares 46,088 Est. Cost $13.57 Unrealized +61.3%
AI C3 AI INC CL A 0.3%
Value ($000) $1,010 Shares 41,703 Est. Cost $40.49 Unrealized -37.2%
TSLA TESLA INC COM 0.3%
Value ($000) $995 Shares 3,804 Est. Cost $239.19 Unrealized -4.7%
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $973 Shares 1,993 Est. Cost $445.27 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $971 Shares 9,749 Est. Cost $99.42 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $966 Shares 18,153 Est. Cost $45.07 Unrealized +3.8%
RDY DR REDDYS LABS LTD ADR 0.3%
Value ($000) $948 Shares 11,937 Est. Cost $65.74 Unrealized
IX ORIX CORP SPONSORED ADR 0.3%
Value ($000) $933 Shares 8,036 Est. Cost $102.45 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $929 Shares 2,293 Est. Cost $333.59 Unrealized +5.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $915 Shares 1,098 Est. Cost $645.51 Unrealized
FTS FORTIS INC COM 0.2%
Value ($000) $912 Shares 20,069 Est. Cost $38.27 Unrealized +6.1%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.2%
Value ($000) $907 Shares 26,450 Est. Cost $27.15 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $905 Shares 20,160 Est. Cost $36.08 Unrealized +6.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $901 Shares 19,657 Est. Cost $40.81 Unrealized
ASAN ASANA INC CL A 0.2%
Value ($000) $896 Shares 77,325 Est. Cost $19.44 Unrealized -32.2%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $895 Shares 8,625 Est. Cost $83.81 Unrealized +18.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $888 Shares 10,709 Est. Cost $56.20 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.2%
Value ($000) $878 Shares 104,271 Est. Cost $10.68 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $876 Shares 5,404 Est. Cost $150.05 Unrealized +1.7%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $875 Shares 17,153 Est. Cost $41.29 Unrealized +10.3%
OTEX OPEN TEXT CORP COM 0.2%
Value ($000) $864 Shares 25,947 Est. Cost $27.52 Unrealized +8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $863 Shares 1,876 Est. Cost $370.75 Unrealized +19.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.2%
Value ($000) $834 Shares 40,759 Est. Cost $13.08 Unrealized +40.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $831 Shares 7,716 Est. Cost $103.63 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.2%
Value ($000) $830 Shares 120,606 Est. Cost $3.11 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $815 Shares 1,659 Est. Cost $354.03 Unrealized +31.5%
AMGN AMGEN INC COM 0.2%
Value ($000) $805 Shares 2,499 Est. Cost $205.37 Unrealized +52.5%
SEIC SEI INVTS CO COM 0.2%
Value ($000) $797 Shares 11,518 Est. Cost $63.07 Unrealized +4.0%
FHI FEDERATED HERMES INC CL B 0.2%
Value ($000) $762 Shares 20,715 Est. Cost $32.50 Unrealized +0.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $759 Shares 20,413 Est. Cost $19.15 Unrealized +60.3%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $757 Shares 4,162 Est. Cost $158.27 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $757 Shares 2,753 Est. Cost $231.56 Unrealized +15.6%
HUBS HUBSPOT INC COM 0.2%
Value ($000) $756 Shares 1,423 Est. Cost $319.10 Unrealized +57.4%
KR KROGER CO COM 0.2%
Value ($000) $748 Shares 13,057 Est. Cost $40.97 Unrealized +27.3%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $747 Shares 14,972 Est. Cost $30.47 Unrealized +55.0%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $741 Shares 7,114 Est. Cost $78.80 Unrealized +19.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $737 Shares 2,085 Est. Cost $327.15 Unrealized -1.3%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.2%
Value ($000) $727 Shares 46,235 Est. Cost $10.83 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.2%
Value ($000) $708 Shares 11,403 Est. Cost $67.04 Unrealized
VNT VONTIER CORPORATION COM 0.2%
Value ($000) $707 Shares 20,951 Est. Cost $20.52 Unrealized +73.2%
SAN BANCO SANTANDER S.A. ADR 0.2%
Value ($000) $705 Shares 138,138 Est. Cost $3.59 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $703 Shares 2,965 Est. Cost $227.96 Unrealized
VRSN VERISIGN INC COM 0.2%
Value ($000) $702 Shares 3,697 Est. Cost $209.06 Unrealized -14.5%
INTU INTUIT COM 0.2%
Value ($000) $698 Shares 1,124 Est. Cost $553.67 Unrealized +14.3%
GRVY GRAVITY CO LTD SPONSORED ADS NE 0.2%
Value ($000) $696 Shares 11,748 Est. Cost $73.95 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $684 Shares 1,351 Est. Cost $385.62 Unrealized +39.2%
VIV TELEFONICA BRASIL SA NEW ADR 0.2%
Value ($000) $676 Shares 65,781 Est. Cost $8.60 Unrealized
JAMES HARDIE INDS PLC SPONSORED ADR 0.2%
Value ($000) $673 Shares 16,753 Est. Cost $30.96 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $671 Shares 756 Est. Cost $635.71 Unrealized +35.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $664 Shares 3,361 Est. Cost $142.00 Unrealized +25.8%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.2%
Value ($000) $657 Shares 14,844 Est. Cost $33.32 Unrealized +23.0%
AAMI BRIGHTSPHERE INVT GROUP INC COM 0.2%
Value ($000) $639 Shares 25,153 Est. Cost $19.49 Unrealized +22.8%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.2%
Value ($000) $637 Shares 44,192 Est. Cost $13.43 Unrealized
JLL JONES LANG LASALLE INC COM 0.2%
Value ($000) $632 Shares 2,344 Est. Cost $193.18 Unrealized +25.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $629 Shares 1,486 Est. Cost $397.42 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.2%
Value ($000) $628 Shares 12,291 Est. Cost $48.57 Unrealized
WB WEIBO CORP SPONSORED ADR 0.2%
Value ($000) $624 Shares 61,910 Est. Cost $11.92 Unrealized
LOPE GRAND CANYON ED INC COM 0.2%
Value ($000) $624 Shares 4,399 Est. Cost $119.41 Unrealized +20.9%
AMKR AMKOR TECHNOLOGY INC COM 0.2%
Value ($000) $624 Shares 20,377 Est. Cost $20.24 Unrealized +62.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.2%
Value ($000) $623 Shares 1,626 Est. Cost $190.36 Unrealized +80.5%
SBH SALLY BEAUTY HLDGS INC COM 0.2%
Value ($000) $618 Shares 45,529 Est. Cost $11.22 Unrealized +5.9%
ASX ASE INDUSTRIAL HOLDING 0.2%
Value ($000) $605 Shares 61,998 Est. Cost $7.08 Unrealized
AVANGRID INC COM 0.2%
Value ($000) $604 Shares 16,864 Est. Cost $36.18 Unrealized
WSM WILLIAMS SONOMA INC COM 0.2%
Value ($000) $602 Shares 3,885 Est. Cost $137.06 Unrealized +2.6%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $593 Shares 3,486 Est. Cost $162.73 Unrealized +5.2%
PEP PEPSICO INC COM 0.2%
Value ($000) $592 Shares 3,484 Est. Cost $164.37 Unrealized -0.9%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $586 Shares 3,355 Est. Cost $150.40 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $578 Shares 1,145 Est. Cost $552.60 Unrealized -12.1%
NTAP NETAPP INC COM 0.2%
Value ($000) $578 Shares 4,676 Est. Cost $88.04 Unrealized +37.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $577 Shares 2,038 Est. Cost $263.12 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $573 Shares 4,876 Est. Cost $90.45 Unrealized +18.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $566 Shares 5,300 Est. Cost $100.86 Unrealized
TIMB TIM S A SPONSORED ADR 0.2%
Value ($000) $563 Shares 32,682 Est. Cost $12.92 Unrealized
SNY SANOFI SPONSORED ADR 0.2%
Value ($000) $555 Shares 9,623 Est. Cost $50.74 Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.1%
Value ($000) $549 Shares 15,368 Est. Cost $33.29 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $549 Shares 4,162 Est. Cost $109.32 Unrealized
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.1%
Value ($000) $547 Shares 20,507 Est. Cost $25.54 Unrealized +0.5%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $545 Shares 4,141 Est. Cost $49.46 Unrealized +14.5%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $544 Shares 2,061 Est. Cost $249.06 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $541 Shares 7,007 Est. Cost $62.90 Unrealized +15.8%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value ($000) $534 Shares 14,032 Est. Cost $27.21 Unrealized +32.8%
SFM SPROUTS FMRS MKT INC COM 0.1%
Value ($000) $533 Shares 4,827 Est. Cost $76.35 Unrealized +24.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $525 Shares 4,477 Est. Cost $104.29 Unrealized +5.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $522 Shares 4,915 Est. Cost $72.00 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $518 Shares 5,423 Est. Cost $81.46 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.1%
Value ($000) $514 Shares 10,180 Est. Cost $45.75 Unrealized
KLAC KLA CORP COM NEW 0.1%
Value ($000) $507 Shares 655 Est. Cost $574.38 Unrealized +34.9%
ITRN Ituran Location and Control Ltd. 0.1%
Value ($000) $505 Shares 19,030 Est. Cost $26.48 Unrealized +0.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $505 Shares 10,551 Est. Cost $44.11 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $503 Shares 3,993 Est. Cost $109.07 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.1%
Value ($000) $497 Shares 10,443 Est. Cost $36.06 Unrealized +38.4%
JXN JACKSON FINANCIAL INC COM CL A 0.1%
Value ($000) $478 Shares 5,241 Est. Cost $79.44 Unrealized 0.0%
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $468 Shares 17,530 Est. Cost $22.97 Unrealized
MOD MODINE MFG CO COM 0.1%
Value ($000) $463 Shares 3,485 Est. Cost $48.90 Unrealized +126.0%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $458 Shares 1,806 Est. Cost $214.15 Unrealized 0.0%
AGRO ADECOAGRO S A COM 0.1%
Value ($000) $458 Shares 41,380 Est. Cost $8.32 Unrealized +21.6%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $451 Shares 4,331 Est. Cost $87.19 Unrealized +11.1%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.1%
Value ($000) $451 Shares 11,374 Est. Cost $40.82 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $451 Shares 429 Est. Cost $675.90 Unrealized +63.7%
BCE BCE INC COM NEW 0.1%
Value ($000) $447 Shares 12,845 Est. Cost $35.24 Unrealized -13.6%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value ($000) $445 Shares 2,243 Est. Cost $203.83 Unrealized -3.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $445 Shares 8,417 Est. Cost $42.16 Unrealized
SM SM ENERGY CO COM 0.1%
Value ($000) $436 Shares 10,910 Est. Cost $41.27 Unrealized +0.3%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $434 Shares 877 Est. Cost $431.80 Unrealized +10.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $434 Shares 4,819 Est. Cost $80.12 Unrealized +0.9%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $434 Shares 103 Est. Cost $3508.24 Unrealized +8.1%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $433 Shares 8,719 Est. Cost $36.74 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $429 Shares 9,018 Est. Cost $42.54 Unrealized
WMK WEIS MKTS INC COM 0.1%
Value ($000) $424 Shares 6,148 Est. Cost $57.52 Unrealized +15.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $414 Shares 7,189 Est. Cost $49.17 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $409 Shares 4,964 Est. Cost $55.66 Unrealized +29.1%
MGA MAGNA INTL INC COM 0.1%
Value ($000) $409 Shares 9,976 Est. Cost $55.71 Unrealized -29.0%
CVLG COVENANT LOGISTICS GROUP INC CL A 0.1%
Value ($000) $407 Shares 7,699 Est. Cost $15.12 Unrealized +68.7%
NHI NATIONAL HEALTH INVS INC COM 0.1%
Value ($000) $407 Shares 4,838 Est. Cost $64.20 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $403 Shares 2,008 Est. Cost $164.90 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $402 Shares 2,452 Est. Cost $148.22 Unrealized +2.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $394 Shares 2,077 Est. Cost $178.57 Unrealized
ORANY ORANGE SPONSORED ADR 0.1%
Value ($000) $385 Shares 33,556 Est. Cost $10.33 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $385 Shares 1,938 Est. Cost $183.38 Unrealized +5.1%
FDX FEDEX CORP COM 0.1%
Value ($000) $385 Shares 1,405 Est. Cost $254.63 Unrealized +10.5%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $384 Shares 2,149 Est. Cost $209.34 Unrealized
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $384 Shares 7,342 Est. Cost $36.54 Unrealized +30.3%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $382 Shares 468 Est. Cost $93.96 Unrealized -8.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $375 Shares 7,468 Est. Cost $49.37 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $375 Shares 1,302 Est. Cost $192.91 Unrealized +40.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $365 Shares 36,394 Est. Cost $9.30 Unrealized
TK TEEKAY CORPORATION LTD SHS 0.1%
Value ($000) $357 Shares 38,787 Est. Cost $8.37 Unrealized -0.8%
DBX DROPBOX INC CL A 0.1%
Value ($000) $350 Shares 13,767 Est. Cost $22.98 Unrealized +2.4%
STT STATE STR CORP COM 0.1%
Value ($000) $349 Shares 3,948 Est. Cost $63.50 Unrealized +24.0%
KO COCA COLA CO COM 0.1%
Value ($000) $349 Shares 4,856 Est. Cost $51.28 Unrealized +28.0%
YALA YALLA GROUP LTD ADS 0.1%
Value ($000) $349 Shares 76,785 Est. Cost $4.54 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $348 Shares 10,635 Est. Cost $21.76 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $346 Shares 25,788 Est. Cost $13.80 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $345 Shares 3,281 Est. Cost $90.06 Unrealized
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.1%
Value ($000) $344 Shares 39,417 Est. Cost $7.13 Unrealized +22.2%
TGT TARGET CORP COM 0.1%
Value ($000) $342 Shares 2,193 Est. Cost $122.31 Unrealized +15.3%
CMRE COSTAMARE INC SHS 0.1%
Value ($000) $340 Shares 21,659 Est. Cost $9.53 Unrealized +45.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $333 Shares 3,944 Est. Cost $58.07 Unrealized +28.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $332 Shares 3,435 Est. Cost $89.05 Unrealized
KOP KOPPERS HOLDINGS INC COM 0.1%
Value ($000) $329 Shares 9,009 Est. Cost $26.45 Unrealized +39.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $324 Shares 5,639 Est. Cost $50.11 Unrealized
WU WESTERN UN CO COM 0.1%
Value ($000) $323 Shares 27,044 Est. Cost $11.44 Unrealized
QFIN QIFU TECHNOLOGY INC AMERICAN DEP 0.1%
Value ($000) $321 Shares 10,782 Est. Cost $29.81 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.1%
Value ($000) $321 Shares 3,340 Est. Cost $65.94 Unrealized +28.1%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $314 Shares 1,980 Est. Cost $223.11 Unrealized -26.3%
BKE BUCKLE INC COM 0.1%
Value ($000) $314 Shares 7,131 Est. Cost $29.74 Unrealized +18.5%
LX LEXINFINTECH HLDGS LTD ADR 0.1%
Value ($000) $310 Shares 113,820 Est. Cost $2.49 Unrealized
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $300 Shares 1,290 Est. Cost $201.33 Unrealized +11.9%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $300 Shares 3,574 Est. Cost $59.12 Unrealized +23.6%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $298 Shares 1,440 Est. Cost $163.99 Unrealized +17.7%
WNS HLDGS LTD COM SHS 0.1%
Value ($000) $291 Shares 5,525 Est. Cost $52.71 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value ($000) $291 Shares 3,689 Est. Cost $58.94 Unrealized +24.6%
CONSOL ENERGY INC NEW COM 0.1%
Value ($000) $289 Shares 2,765 Est. Cost $68.62 Unrealized
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value ($000) $289 Shares 17,168 Est. Cost $5.45 Unrealized +172.4%
JBSS SANFILIPPO JOHN B & SON INC COM 0.1%
Value ($000) $288 Shares 3,050 Est. Cost $107.93 Unrealized -10.2%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $287 Shares 5,754 Est. Cost $42.00 Unrealized +5.3%
OBE OBSIDIAN ENERGY LTD COM 0.1%
Value ($000) $286 Shares 51,571 Est. Cost $7.03 Unrealized -4.7%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $283 Shares 3,536 Est. Cost $66.69 Unrealized +3.6%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $280 Shares 1,951 Est. Cost $105.76 Unrealized +18.9%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $279 Shares 7,849 Est. Cost $25.73 Unrealized +47.8%
M MACYS INC COM 0.1%
Value ($000) $278 Shares 17,743 Est. Cost $14.47 Unrealized +12.2%
EVRG EVERGY INC COM 0.1%
Value ($000) $278 Shares 4,487 Est. Cost $50.51 Unrealized +9.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $277 Shares 915 Est. Cost $235.39 Unrealized +21.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $276 Shares 614 Est. Cost $360.59 Unrealized +13.9%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $273 Shares 18,752 Est. Cost $12.44 Unrealized +2.0%
HRB BLOCK H & R INC COM 0.1%
Value ($000) $270 Shares 4,251 Est. Cost $48.12 Unrealized +18.8%
EGRX EAGLE PHARMACEUTICALS INC COM 0.1%
Value ($000) $268 Shares 71,728 Est. Cost $5.82 Unrealized -18.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $267 Shares 1,542 Est. Cost $164.23 Unrealized 0.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $260 Shares 3,634 Est. Cost $33.82 Unrealized -2.7%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.1%
Value ($000) $259 Shares 19,610 Est. Cost $14.63 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $258 Shares 554 Est. Cost $423.10 Unrealized +13.5%
CNO CNO FINL GROUP INC COM 0.1%
Value ($000) $256 Shares 7,307 Est. Cost $31.37 Unrealized 0.0%
ACT ENACT HLDGS INC COM 0.1%
Value ($000) $256 Shares 7,049 Est. Cost $29.56 Unrealized +11.9%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $254 Shares 4,965 Est. Cost $49.96 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $254 Shares 2,334 Est. Cost $123.71 Unrealized -17.4%
SAP SAP SE SPON ADR 0.1%
Value ($000) $246 Shares 1,073 Est. Cost $229.10 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.1%
Value ($000) $246 Shares 13,627 Est. Cost $11.48 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $245 Shares 2,785 Est. Cost $78.00 Unrealized
BZH BEAZER HOMES USA INC COM NEW 0.1%
Value ($000) $243 Shares 7,097 Est. Cost $20.98 Unrealized +46.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $238 Shares 3,595 Est. Cost $60.78 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $237 Shares 158 Est. Cost $1403.70 Unrealized 0.0%
NNN NNN REIT INC COM 0.1%
Value ($000) $236 Shares 4,869 Est. Cost $48.49 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $235 Shares 968 Est. Cost $215.01 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $233 Shares 2,803 Est. Cost $81.65 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $232 Shares 642 Est. Cost $330.37 Unrealized +3.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $226 Shares 1,865 Est. Cost $109.82 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $225 Shares 3,456 Est. Cost $64.96 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $222 Shares 3,438 Est. Cost $65.81 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.1%
Value ($000) $216 Shares 21,346 Est. Cost $6.97 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $215 Shares 705 Est. Cost $266.70 Unrealized 0.0%
BBY BEST BUY INC COM 0.1%
Value ($000) $215 Shares 2,079 Est. Cost $83.90 Unrealized 0.0%
UI UBIQUITI INC COM 0.1%
Value ($000) $213 Shares 962 Est. Cost $182.55 Unrealized 0.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $213 Shares 1,756 Est. Cost $111.08 Unrealized 0.0%
NEU NEWMARKET CORP COM 0.1%
Value ($000) $212 Shares 384 Est. Cost $534.11 Unrealized 0.0%
MOMO HELLO GROUP INC ADS 0.1%
Value ($000) $212 Shares 27,797 Est. Cost $6.67 Unrealized
GL GLOBE LIFE INC COM 0.1%
Value ($000) $212 Shares 1,997 Est. Cost $94.86 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CL A 0.1%
Value ($000) $211 Shares 1,508 Est. Cost $152.14 Unrealized 0.0%
AUDC AUDIOCODES LTD ORD 0.1%
Value ($000) $211 Shares 21,672 Est. Cost $9.72 Unrealized -0.5%
AMCX AMC NETWORKS INC CL A 0.1%
Value ($000) $210 Shares 24,148 Est. Cost $14.67 Unrealized -34.2%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.1%
Value ($000) $209 Shares 8,894 Est. Cost $20.87 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $209 Shares 2,784 Est. Cost $71.78 Unrealized -1.9%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $208 Shares 988 Est. Cost $204.96 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC COM 0.1%
Value ($000) $208 Shares 6,204 Est. Cost $33.51 Unrealized
R RYDER SYS INC COM 0.1%
Value ($000) $208 Shares 1,425 Est. Cost $135.53 Unrealized 0.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $205 Shares 3,033 Est. Cost $64.00 Unrealized
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $204 Shares 6,841 Est. Cost $29.85 Unrealized
TGLS TECNOGLASS INC ORD SHS 0.1%
Value ($000) $204 Shares 2,972 Est. Cost $57.56 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC COM 0.1%
Value ($000) $203 Shares 1,973 Est. Cost $99.39 Unrealized 0.0%
MC MOELIS & CO CL A 0.1%
Value ($000) $202 Shares 2,945 Est. Cost $60.63 Unrealized 0.0%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $201 Shares 4,233 Est. Cost $45.88 Unrealized
PATK PATRICK INDS INC COM 0.1%
Value ($000) $200 Shares 1,408 Est. Cost $81.94 Unrealized 0.0%
ACI ALBERTSONS COS INC COMMON STOCK 0.1%
Value ($000) $199 Shares 10,746 Est. Cost $18.68 Unrealized 0.0%
GEO GEO GROUP INC NEW COM 0.1%
Value ($000) $196 Shares 15,262 Est. Cost $7.83 Unrealized +78.0%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $185 Shares 42,248 Est. Cost $3.80 Unrealized
INMD INMODE LTD SHS 0.0%
Value ($000) $182 Shares 10,756 Est. Cost $16.88 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $176 Shares 10,038 Est. Cost $18.69 Unrealized -17.4%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $176 Shares 24,454 Est. Cost $9.69 Unrealized -4.9%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $170 Shares 38,980 Est. Cost $3.40 Unrealized +9.0%
IMPERIAL PETE INC COM NEW 0.0%
Value ($000) $165 Shares 39,822 Est. Cost $3.57 Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $165 Shares 24,404 Est. Cost $7.91 Unrealized 0.0%
GPRK GEOPARK LTD USD SHS 0.0%
Value ($000) $148 Shares 18,863 Est. Cost $9.15 Unrealized 0.0%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $145 Shares 70,280 Est. Cost $2.12 Unrealized
TELUS INTL CDA INC SUB VTG SHS 0.0%
Value ($000) $144 Shares 36,742 Est. Cost $7.22 Unrealized
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $139 Shares 13,715 Est. Cost $10.17 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $138 Shares 14,789 Est. Cost $8.98 Unrealized 0.0%
GOOS CANADA GOOSE HLDGS INC SHS SUB VTG 0.0%
Value ($000) $131 Shares 10,485 Est. Cost $11.34 Unrealized 0.0%
GASS STEALTHGAS INC SHS 0.0%
Value ($000) $131 Shares 19,237 Est. Cost $6.76 Unrealized -4.1%
REI RING ENERGY INC COM 0.0%
Value ($000) $125 Shares 78,231 Est. Cost $1.62 Unrealized +10.3%
HAFNIA LTD SHS 0.0%
Value ($000) $121 Shares 16,947 Est. Cost $7.16 Unrealized
VEREN INC COM NEW 0.0%
Value ($000) $117 Shares 19,095 Est. Cost $7.87 Unrealized
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $113 Shares 13,116 Est. Cost $11.56 Unrealized 0.0%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $110 Shares 38,522 Est. Cost $4.04 Unrealized
SB SAFE BULKERS INC COM 0.0%
Value ($000) $104 Shares 20,042 Est. Cost $3.41 Unrealized +50.9%
GNW GENWORTH FINL INC COM SHS 0.0%
Value ($000) $90 Shares 13,123 Est. Cost $4.85 Unrealized +35.7%
PLTK PLAYTIKA HLDG CORP COM 0.0%
Value ($000) $87 Shares 10,998 Est. Cost $7.37 Unrealized +1.9%
ENIC ENEL CHILE S.A. SPONSORED ADR 0.0%
Value ($000) $71 Shares 25,340 Est. Cost $2.80 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $62 Shares 11,348 Est. Cost $5.69 Unrealized -19.6%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $36 Shares 14,698 Est. Cost $2.06 Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $33 Shares 10,749 Est. Cost $2.91 Unrealized -3.8%
EGHT 8X8 INC NEW COM 0.0%
Value ($000) $28 Shares 13,672 Est. Cost $2.43 Unrealized -9.2%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $6 Shares 10,591 Est. Cost $1.17 Unrealized