DGS Capital Management, LLC Diversified Active

CIK: 0001900110 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $399,437 (100.0% shares, 0.0% debt)

Holdings (306)

COIN COINBASE GLOBAL INC COM CL A 20.4%
Value ($000) $81,501 Shares 328,238 Est. Cost $163.90 Unrealized +54.9%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 7.6%
Value ($000) $30,171 Shares 286,031 Est. Cost $106.06 Unrealized
AAPL APPLE INC COM 3.5%
Value ($000) $14,030 Shares 56,027 Est. Cost $167.08 Unrealized +40.4%
NVDA NVIDIA CORPORATION COM 2.7%
Value ($000) $10,843 Shares 80,746 Est. Cost $96.98 Unrealized +42.1%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $10,367 Shares 24,595 Est. Cost $319.65 Unrealized +32.1%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 1.8%
Value ($000) $7,285 Shares 251,130 Est. Cost $30.10 Unrealized
META META PLATFORMS INC CL A 1.8%
Value ($000) $7,244 Shares 12,372 Est. Cost $239.59 Unrealized +144.1%
GLOF ISHARES GLOBAL EQUITY FACTOR ETF 1.6%
Value ($000) $6,514 Shares 150,195 Est. Cost $39.15 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $6,107 Shares 27,837 Est. Cost $146.36 Unrealized +39.8%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $4,976 Shares 26,131 Est. Cost $113.23 Unrealized +55.1%
CLS CELESTICA INC COM 1.2%
Value ($000) $4,845 Shares 52,491 Est. Cost $50.44 Unrealized +55.1%
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $4,422 Shares 8,207 Est. Cost $443.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.1%
Value ($000) $4,394 Shares 22,248 Est. Cost $122.65 Unrealized
SKM SK TELECOM CO LTD SPONSORED ADR 1.0%
Value ($000) $4,106 Shares 195,139 Est. Cost $21.18 Unrealized
LLY ELI LILLY & CO COM 1.0%
Value ($000) $3,965 Shares 5,136 Est. Cost $606.80 Unrealized +35.3%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $3,609 Shares 19,064 Est. Cost $131.05 Unrealized +32.9%
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $3,509 Shares 40,795 Est. Cost $101.70 Unrealized
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.8%
Value ($000) $3,084 Shares 61,747 Est. Cost $50.06 Unrealized
FINV FINVOLUTION GROUP SPONSORED ADS 0.8%
Value ($000) $3,015 Shares 443,962 Est. Cost $4.96 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.7%
Value ($000) $2,947 Shares 98,694 Est. Cost $30.61 Unrealized
GIB CGI INC CL A SUB VTG 0.7%
Value ($000) $2,937 Shares 26,868 Est. Cost $92.58 Unrealized +20.8%
UNM UNUM GROUP COM 0.7%
Value ($000) $2,752 Shares 37,677 Est. Cost $30.68 Unrealized +124.7%
GM GENERAL MTRS CO COM 0.6%
Value ($000) $2,575 Shares 48,342 Est. Cost $39.71 Unrealized +30.3%
KT KT CORP SPONSORED ADR 0.6%
Value ($000) $2,339 Shares 150,695 Est. Cost $12.69 Unrealized
TSLA TESLA INC COM 0.6%
Value ($000) $2,336 Shares 5,784 Est. Cost $267.45 Unrealized +20.3%
PRG PROG HOLDINGS INC COM NPV 0.6%
Value ($000) $2,241 Shares 53,038 Est. Cost $27.85 Unrealized +62.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.5%
Value ($000) $2,195 Shares 11,759 Est. Cost $123.51 Unrealized +52.5%
MTG MGIC INVT CORP WIS COM 0.5%
Value ($000) $2,144 Shares 90,444 Est. Cost $16.46 Unrealized +51.7%
AVGO BROADCOM INC COM 0.5%
Value ($000) $2,124 Shares 9,163 Est. Cost $156.25 Unrealized +17.0%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $2,099 Shares 3,582 Est. Cost $527.04 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $2,056 Shares 26,613 Est. Cost $77.49 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $2,022 Shares 22,381 Est. Cost $60.26 Unrealized +42.4%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.5%
Value ($000) $1,998 Shares 69,988 Est. Cost $29.46 Unrealized
DAC DANAOS CORPORATION SHS 0.5%
Value ($000) $1,917 Shares 23,945 Est. Cost $68.47 Unrealized +17.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.5%
Value ($000) $1,853 Shares 6,166 Est. Cost $185.07 Unrealized +57.1%
MANH MANHATTAN ASSOCIATES INC COM 0.5%
Value ($000) $1,839 Shares 6,805 Est. Cost $159.75 Unrealized +78.3%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,786 Shares 2,004 Est. Cost $57.10 Unrealized +44.1%
EVR EVERCORE INC CLASS A 0.4%
Value ($000) $1,760 Shares 6,350 Est. Cost $109.94 Unrealized +154.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $1,738 Shares 36,337 Est. Cost $48.14 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.4%
Value ($000) $1,703 Shares 175,223 Est. Cost $5.91 Unrealized
MFC MANULIFE FINL CORP COM 0.4%
Value ($000) $1,667 Shares 54,289 Est. Cost $20.13 Unrealized +53.9%
INFY INFOSYS LTD SPONSORED ADR 0.4%
Value ($000) $1,644 Shares 74,998 Est. Cost $21.25 Unrealized
FICO FAIR ISAAC CORP COM 0.4%
Value ($000) $1,533 Shares 770 Est. Cost $1217.50 Unrealized +75.4%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,523 Shares 2,893 Est. Cost $374.78 Unrealized +37.3%
WIT WIPRO LTD SPON ADR 1 SH 0.4%
Value ($000) $1,486 Shares 419,721 Est. Cost $5.06 Unrealized
G GENPACT LIMITED SHS 0.4%
Value ($000) $1,481 Shares 34,484 Est. Cost $36.00 Unrealized +15.6%
UHS UNIVERSAL HLTH SVCS INC CL B 0.4%
Value ($000) $1,438 Shares 8,017 Est. Cost $136.91 Unrealized +48.0%
AI C3 AI INC CL A 0.3%
Value ($000) $1,373 Shares 39,889 Est. Cost $40.49 Unrealized -23.3%
IMKTA INGLES MKTS INC CL A 0.3%
Value ($000) $1,310 Shares 20,326 Est. Cost $75.85 Unrealized -12.4%
KB KB FINL GROUP INC SPONSORED ADR 0.3%
Value ($000) $1,290 Shares 22,680 Est. Cost $36.22 Unrealized
FTS FORTIS INC COM 0.3%
Value ($000) $1,270 Shares 30,560 Est. Cost $39.53 Unrealized +6.1%
ASAN ASANA INC CL A 0.3%
Value ($000) $1,257 Shares 62,025 Est. Cost $19.44 Unrealized -18.6%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.3%
Value ($000) $1,241 Shares 75,421 Est. Cost $20.79 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,226 Shares 12,601 Est. Cost $92.59 Unrealized
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $1,214 Shares 7,462 Est. Cost $145.11 Unrealized +23.5%
RDY DR REDDYS LABS LTD ADR 0.3%
Value ($000) $1,184 Shares 74,993 Est. Cost $23.74 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,151 Shares 11,573 Est. Cost $99.98 Unrealized -1.3%
WINA WINMARK CORP COM 0.3%
Value ($000) $1,138 Shares 2,896 Est. Cost $281.76 Unrealized +39.5%
PRDO PERDOCEO ED CORP COM 0.3%
Value ($000) $1,129 Shares 42,636 Est. Cost $13.57 Unrealized +77.2%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,126 Shares 2,226 Est. Cost $449.26 Unrealized +23.1%
HAFNIA LTD SHS 0.3%
Value ($000) $1,118 Shares 200,797 Est. Cost $5.70 Unrealized
HCA HCA HEALTHCARE INC COM 0.3%
Value ($000) $1,113 Shares 3,708 Est. Cost $232.96 Unrealized +48.6%
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,110 Shares 6,659 Est. Cost $99.58 Unrealized +76.6%
SEIC SEI INVTS CO COM 0.3%
Value ($000) $1,090 Shares 13,213 Est. Cost $64.87 Unrealized +18.8%
AER AERCAP HOLDINGS NV SHS 0.3%
Value ($000) $1,086 Shares 11,345 Est. Cost $71.24 Unrealized +33.5%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,078 Shares 28,733 Est. Cost $38.05 Unrealized +5.1%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,013 Shares 19,378 Est. Cost $42.15 Unrealized +15.8%
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.3%
Value ($000) $1,008 Shares 46,158 Est. Cost $24.32 Unrealized -4.0%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.2%
Value ($000) $994 Shares 19,297 Est. Cost $36.44 Unrealized +28.5%
HUBS HUBSPOT INC COM 0.2%
Value ($000) $992 Shares 1,423 Est. Cost $319.10 Unrealized +101.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $988 Shares 13,059 Est. Cost $19.15 Unrealized +204.2%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.2%
Value ($000) $983 Shares 9,912 Est. Cost $99.42 Unrealized
APPF APPFOLIO INC COM CL A 0.2%
Value ($000) $980 Shares 3,972 Est. Cost $215.65 Unrealized +8.6%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.2%
Value ($000) $972 Shares 22,585 Est. Cost $31.93 Unrealized +25.9%
ADBE ADOBE INC COM 0.2%
Value ($000) $970 Shares 2,182 Est. Cost $473.98 Unrealized +4.5%
GSK GSK PLC SPONSORED ADR 0.2%
Value ($000) $956 Shares 28,268 Est. Cost $36.17 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $947 Shares 15,996 Est. Cost $45.07 Unrealized +22.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $946 Shares 1,813 Est. Cost $368.20 Unrealized +41.5%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $945 Shares 1,650 Est. Cost $484.76 Unrealized +12.4%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $944 Shares 14,524 Est. Cost $30.47 Unrealized +97.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $941 Shares 10,709 Est. Cost $56.20 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $939 Shares 2,414 Est. Cost $336.78 Unrealized +18.0%
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $937 Shares 15,931 Est. Cost $68.10 Unrealized
URI UNITED RENTALS INC COM 0.2%
Value ($000) $923 Shares 1,310 Est. Cost $347.70 Unrealized +131.5%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.2%
Value ($000) $915 Shares 26,450 Est. Cost $27.15 Unrealized
FHI FEDERATED HERMES INC CL B 0.2%
Value ($000) $913 Shares 22,204 Est. Cost $32.92 Unrealized +18.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $902 Shares 1,989 Est. Cost $375.91 Unrealized +22.8%
KR KROGER CO COM 0.2%
Value ($000) $897 Shares 14,669 Est. Cost $42.76 Unrealized +34.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $896 Shares 8,670 Est. Cost $97.65 Unrealized
MGA MAGNA INTL INC COM 0.2%
Value ($000) $880 Shares 21,048 Est. Cost $48.05 Unrealized -14.4%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $878 Shares 4,620 Est. Cost $161.42 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $872 Shares 2,758 Est. Cost $231.56 Unrealized +28.8%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.2%
Value ($000) $867 Shares 26,357 Est. Cost $30.92 Unrealized
LX LEXINFINTECH HLDGS LTD ADR 0.2%
Value ($000) $858 Shares 147,913 Est. Cost $3.26 Unrealized
IX ORIX CORP SPONSORED ADR 0.2%
Value ($000) $839 Shares 7,894 Est. Cost $102.45 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.2%
Value ($000) $835 Shares 39,104 Est. Cost $13.08 Unrealized +56.3%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $818 Shares 9,001 Est. Cost $84.20 Unrealized +10.5%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $816 Shares 1,595 Est. Cost $445.27 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $805 Shares 1,891 Est. Cost $403.43 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $803 Shares 2,770 Est. Cost $270.17 Unrealized
STLA STELLANTIS N.V SHS 0.2%
Value ($000) $799 Shares 61,197 Est. Cost $16.31 Unrealized
MHO M/I HOMES INC COM 0.2%
Value ($000) $798 Shares 6,006 Est. Cost $54.20 Unrealized +190.4%
VRSN VERISIGN INC COM 0.2%
Value ($000) $766 Shares 3,701 Est. Cost $209.06 Unrealized -10.7%
UI UBIQUITI INC COM 0.2%
Value ($000) $762 Shares 2,295 Est. Cost $251.39 Unrealized +19.8%
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.2%
Value ($000) $753 Shares 115,659 Est. Cost $3.11 Unrealized
OTEX OPEN TEXT CORP COM 0.2%
Value ($000) $750 Shares 26,477 Est. Cost $27.56 Unrealized +7.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $728 Shares 17,416 Est. Cost $40.81 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $727 Shares 8,149 Est. Cost $80.83 Unrealized +17.3%
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $726 Shares 9,573 Est. Cost $61.09 Unrealized +14.5%
WSM WILLIAMS SONOMA INC COM 0.2%
Value ($000) $712 Shares 3,843 Est. Cost $137.06 Unrealized +14.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $710 Shares 775 Est. Cost $642.74 Unrealized +43.5%
VNT VONTIER CORPORATION COM 0.2%
Value ($000) $704 Shares 19,292 Est. Cost $20.52 Unrealized +79.8%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $685 Shares 4,044 Est. Cost $153.62 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $682 Shares 1,940 Est. Cost $327.15 Unrealized +8.4%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $681 Shares 17,029 Est. Cost $36.08 Unrealized +9.2%
ITRN Ituran Location and Control Ltd. 0.2%
Value ($000) $676 Shares 21,690 Est. Cost $26.72 Unrealized +6.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $666 Shares 961 Est. Cost $645.51 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.2%
Value ($000) $656 Shares 143,901 Est. Cost $3.63 Unrealized
AAMI ACADIAN ASSET MANAGEMENT INC COM 0.2%
Value ($000) $653 Shares 24,796 Est. Cost $19.49 Unrealized +43.7%
INTU INTUIT COM 0.2%
Value ($000) $652 Shares 1,038 Est. Cost $553.67 Unrealized +14.6%
GPI GROUP 1 AUTOMOTIVE INC COM 0.2%
Value ($000) $649 Shares 1,540 Est. Cost $190.36 Unrealized +107.7%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.2%
Value ($000) $643 Shares 99,148 Est. Cost $10.68 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $641 Shares 2,670 Est. Cost $227.96 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $641 Shares 6,620 Est. Cost $103.63 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $640 Shares 1,559 Est. Cost $410.44 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.2%
Value ($000) $640 Shares 15,042 Est. Cost $28.23 Unrealized +50.2%
JLL JONES LANG LASALLE INC COM 0.2%
Value ($000) $633 Shares 2,501 Est. Cost $197.78 Unrealized +34.7%
SFM SPROUTS FMRS MKT INC COM 0.2%
Value ($000) $628 Shares 4,945 Est. Cost $77.70 Unrealized +71.1%
ASX ASE INDUSTRIAL HOLDING 0.2%
Value ($000) $628 Shares 62,388 Est. Cost $7.08 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $622 Shares 3,501 Est. Cost $143.41 Unrealized +23.7%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $621 Shares 1,683 Est. Cost $450.78 Unrealized -9.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.2%
Value ($000) $616 Shares 72,603 Est. Cost $8.90 Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.1%
Value ($000) $598 Shares 19,126 Est. Cost $32.89 Unrealized
LOPE GRAND CANYON ED INC COM 0.1%
Value ($000) $590 Shares 3,599 Est. Cost $119.41 Unrealized +28.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $580 Shares 13,176 Est. Cost $44.09 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $569 Shares 4,083 Est. Cost $109.32 Unrealized
DBX DROPBOX INC CL A 0.1%
Value ($000) $558 Shares 18,577 Est. Cost $24.18 Unrealized +14.2%
NTAP NETAPP INC COM 0.1%
Value ($000) $558 Shares 4,804 Est. Cost $88.87 Unrealized +34.1%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $554 Shares 4,408 Est. Cost $87.75 Unrealized +36.2%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $542 Shares 109 Est. Cost $3577.37 Unrealized +33.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $540 Shares 7,024 Est. Cost $62.90 Unrealized +22.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $539 Shares 5,825 Est. Cost $82.23 Unrealized
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.1%
Value ($000) $538 Shares 39,906 Est. Cost $10.83 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $532 Shares 4,648 Est. Cost $109.83 Unrealized
WB WEIBO CORP SPONSORED ADR 0.1%
Value ($000) $531 Shares 55,641 Est. Cost $11.92 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $529 Shares 1,090 Est. Cost $385.62 Unrealized +35.6%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.1%
Value ($000) $520 Shares 10,201 Est. Cost $48.57 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.1%
Value ($000) $518 Shares 13,748 Est. Cost $40.27 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $516 Shares 3,392 Est. Cost $164.37 Unrealized -4.8%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $501 Shares 1,897 Est. Cost $249.06 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.1%
Value ($000) $495 Shares 8,102 Est. Cost $36.06 Unrealized +54.3%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $484 Shares 4,502 Est. Cost $104.29 Unrealized +7.7%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.1%
Value ($000) $481 Shares 37,395 Est. Cost $13.43 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $476 Shares 9,745 Est. Cost $67.04 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $469 Shares 9,720 Est. Cost $50.72 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $467 Shares 4,265 Est. Cost $90.45 Unrealized +25.7%
EPI WISDOMTREE INDIA EARNINGS FUND 0.1%
Value ($000) $461 Shares 10,180 Est. Cost $45.75 Unrealized
JAMES HARDIE INDS PLC SPONSORED ADR 0.1%
Value ($000) $460 Shares 14,924 Est. Cost $30.96 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $459 Shares 2,990 Est. Cost $162.73 Unrealized -2.0%
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $452 Shares 18,868 Est. Cost $23.04 Unrealized
TELUS INTL CDA INC SUB VTG SHS 0.1%
Value ($000) $452 Shares 115,202 Est. Cost $4.97 Unrealized
WMK WEIS MKTS INC COM 0.1%
Value ($000) $448 Shares 6,608 Est. Cost $58.19 Unrealized +15.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $441 Shares 4,426 Est. Cost $100.86 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $440 Shares 8,896 Est. Cost $36.99 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $440 Shares 2,222 Est. Cost $168.10 Unrealized
QFIN QIFU TECHNOLOGY INC AMERICAN DEP 0.1%
Value ($000) $438 Shares 11,413 Est. Cost $30.28 Unrealized
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $436 Shares 1,818 Est. Cost $214.15 Unrealized +8.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $433 Shares 5,106 Est. Cost $72.48 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $431 Shares 8,787 Est. Cost $49.32 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $430 Shares 8,404 Est. Cost $42.16 Unrealized
VIV TELEFONICA BRASIL SA NEW ADR 0.1%
Value ($000) $417 Shares 55,190 Est. Cost $8.60 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $415 Shares 5,190 Est. Cost $80.38 Unrealized +4.3%
INMD INMODE LTD SHS 0.1%
Value ($000) $413 Shares 24,704 Est. Cost $17.37 Unrealized +2.2%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $410 Shares 3,853 Est. Cost $69.20 Unrealized +40.5%
SBH SALLY BEAUTY HLDGS INC COM 0.1%
Value ($000) $409 Shares 39,098 Est. Cost $11.22 Unrealized +14.0%
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $405 Shares 1,241 Est. Cost $201.33 Unrealized +46.9%
CVLG COVENANT LOGISTICS GROUP INC CL A 0.1%
Value ($000) $405 Shares 7,422 Est. Cost $15.12 Unrealized +79.4%
GEO GEO GROUP INC NEW COM 0.1%
Value ($000) $401 Shares 14,319 Est. Cost $7.83 Unrealized +183.1%
MET METLIFE INC COM 0.1%
Value ($000) $397 Shares 4,849 Est. Cost $55.66 Unrealized +44.9%
VEREN INC COM NEW 0.1%
Value ($000) $395 Shares 76,814 Est. Cost $5.82 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $393 Shares 2,123 Est. Cost $178.71 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $392 Shares 1,502 Est. Cost $205.37 Unrealized +39.3%
FDX FEDEX CORP COM 0.1%
Value ($000) $390 Shares 1,388 Est. Cost $254.63 Unrealized +6.7%
MOD MODINE MFG CO COM 0.1%
Value ($000) $390 Shares 3,361 Est. Cost $48.90 Unrealized +163.1%
STT STATE STR CORP COM 0.1%
Value ($000) $389 Shares 3,963 Est. Cost $63.50 Unrealized +43.7%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $387 Shares 1,589 Est. Cost $223.11 Unrealized +2.6%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $377 Shares 4,192 Est. Cost $79.85 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $376 Shares 2,601 Est. Cost $150.05 Unrealized -0.3%
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value ($000) $370 Shares 16,799 Est. Cost $5.45 Unrealized +253.3%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.1%
Value ($000) $370 Shares 3,424 Est. Cost $66.97 Unrealized +61.0%
GRVY GRAVITY CO LTD SPONSORED ADS NE 0.1%
Value ($000) $367 Shares 5,810 Est. Cost $73.95 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $365 Shares 5,053 Est. Cost $76.74 Unrealized -2.3%
SPSK SP FUNDS DOW JONES GLOBAL SUKUK ETF 0.1%
Value ($000) $364 Shares 20,417 Est. Cost $17.83 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $364 Shares 14,155 Est. Cost $20.24 Unrealized +32.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $360 Shares 1,302 Est. Cost $192.91 Unrealized +45.9%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $359 Shares 3,174 Est. Cost $119.83 Unrealized -9.0%
BKE BUCKLE INC COM 0.1%
Value ($000) $359 Shares 7,063 Est. Cost $29.74 Unrealized +37.7%
EVRG EVERGY INC COM 0.1%
Value ($000) $357 Shares 5,794 Est. Cost $52.45 Unrealized +12.7%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $356 Shares 6,794 Est. Cost $49.17 Unrealized
SM SM ENERGY CO COM 0.1%
Value ($000) $355 Shares 9,150 Est. Cost $41.27 Unrealized -2.0%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $349 Shares 1,793 Est. Cost $209.34 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $345 Shares 26,527 Est. Cost $13.78 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.1%
Value ($000) $342 Shares 3,924 Est. Cost $79.44 Unrealized +18.0%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $342 Shares 542 Est. Cost $574.38 Unrealized +16.5%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $341 Shares 6,835 Est. Cost $42.54 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.1%
Value ($000) $338 Shares 15,340 Est. Cost $12.66 Unrealized
AGRO ADECOAGRO S A COM 0.1%
Value ($000) $336 Shares 35,619 Est. Cost $8.32 Unrealized +27.8%
TIMB TIM S A SPONSORED ADR 0.1%
Value ($000) $334 Shares 28,391 Est. Cost $12.92 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $329 Shares 1,561 Est. Cost $210.45 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $327 Shares 1,856 Est. Cost $183.38 Unrealized +10.2%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value ($000) $326 Shares 1,881 Est. Cost $203.83 Unrealized -4.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $326 Shares 4,537 Est. Cost $34.68 Unrealized +10.0%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $316 Shares 765 Est. Cost $552.60 Unrealized -20.6%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $315 Shares 5,931 Est. Cost $53.05 Unrealized
CNR CORE NATURAL RESOURCES INC COM SHS 0.1%
Value ($000) $306 Shares 2,866 Est. Cost $114.39 Unrealized 0.0%
TK TEEKAY CORPORATION LTD SHS 0.1%
Value ($000) $304 Shares 43,909 Est. Cost $8.29 Unrealized -7.0%
CNO CNO FINL GROUP INC COM 0.1%
Value ($000) $304 Shares 8,170 Est. Cost $31.90 Unrealized +14.1%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $302 Shares 3,272 Est. Cost $59.12 Unrealized +47.2%
SAP SAP SE SPON ADR 0.1%
Value ($000) $302 Shares 1,226 Est. Cost $231.23 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $302 Shares 4,206 Est. Cost $59.13 Unrealized +26.9%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $301 Shares 1,793 Est. Cost $164.44 Unrealized +0.8%
CMRE COSTAMARE INC SHS 0.1%
Value ($000) $300 Shares 23,378 Est. Cost $9.81 Unrealized +36.1%
BCE BCE INC COM NEW 0.1%
Value ($000) $298 Shares 12,872 Est. Cost $35.24 Unrealized -25.8%
OBE OBSIDIAN ENERGY LTD COM 0.1%
Value ($000) $294 Shares 50,777 Est. Cost $7.03 Unrealized -18.9%
KO COCA COLA CO COM 0.1%
Value ($000) $287 Shares 4,617 Est. Cost $51.28 Unrealized +23.0%
DSGX DESCARTES SYS GROUP INC COM 0.1%
Value ($000) $285 Shares 2,511 Est. Cost $101.99 Unrealized +9.3%
CRM SALESFORCE INC COM 0.1%
Value ($000) $285 Shares 852 Est. Cost $316.76 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $284 Shares 614 Est. Cost $360.59 Unrealized +29.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value ($000) $283 Shares 3,685 Est. Cost $58.94 Unrealized +26.6%
YELP YELP INC CL A 0.1%
Value ($000) $282 Shares 7,284 Est. Cost $36.48 Unrealized 0.0%
PAM PAMPA ENERGIA S A SPONS ADR LVL I 0.1%
Value ($000) $282 Shares 3,202 Est. Cost $87.94 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $278 Shares 10,978 Est. Cost $21.87 Unrealized
EXEL EXELIXIS INC COM 0.1%
Value ($000) $276 Shares 8,301 Est. Cost $32.44 Unrealized 0.0%
ACT ENACT HLDGS INC COM 0.1%
Value ($000) $276 Shares 8,537 Est. Cost $30.29 Unrealized +11.4%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $276 Shares 3,268 Est. Cost $90.06 Unrealized
M MACYS INC COM 0.1%
Value ($000) $275 Shares 16,233 Est. Cost $14.47 Unrealized +10.1%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $274 Shares 2,267 Est. Cost $148.22 Unrealized -2.9%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $272 Shares 1,449 Est. Cost $163.99 Unrealized +17.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $270 Shares 2,245 Est. Cost $111.64 Unrealized +8.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $270 Shares 7,239 Est. Cost $32.29 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $269 Shares 5,146 Est. Cost $50.11 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $263 Shares 4,647 Est. Cost $62.84 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.1%
Value ($000) $261 Shares 1,337 Est. Cost $204.35 Unrealized 0.0%
TPR TAPESTRY INC COM 0.1%
Value ($000) $256 Shares 3,915 Est. Cost $53.51 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $254 Shares 1,877 Est. Cost $122.31 Unrealized +11.7%
KOP KOPPERS HOLDINGS INC COM 0.1%
Value ($000) $251 Shares 7,749 Est. Cost $26.45 Unrealized +33.4%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $249 Shares 1,037 Est. Cost $206.05 Unrealized +10.7%
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $247 Shares 8,281 Est. Cost $29.85 Unrealized
NHI NATIONAL HEALTH INVS INC COM 0.1%
Value ($000) $247 Shares 3,561 Est. Cost $64.20 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $244 Shares 925 Est. Cost $235.89 Unrealized +19.5%
EAT BRINKER INTL INC COM 0.1%
Value ($000) $242 Shares 1,831 Est. Cost $112.55 Unrealized 0.0%
R RYDER SYS INC COM 0.1%
Value ($000) $241 Shares 1,538 Est. Cost $137.06 Unrealized +14.0%
DHIL DIAMOND HILL INVT GROUP INC COM NEW 0.1%
Value ($000) $240 Shares 1,548 Est. Cost $147.76 Unrealized 0.0%
TGLS TECNOGLASS INC ORD SHS 0.1%
Value ($000) $240 Shares 3,025 Est. Cost $57.87 Unrealized +30.7%
IMPERIAL PETE INC COM NEW 0.1%
Value ($000) $235 Shares 78,215 Est. Cost $3.30 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $235 Shares 15,730 Est. Cost $15.75 Unrealized 0.0%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.1%
Value ($000) $235 Shares 132,542 Est. Cost $1.96 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $230 Shares 2,803 Est. Cost $81.65 Unrealized
HRB BLOCK H & R INC COM 0.1%
Value ($000) $225 Shares 4,260 Est. Cost $48.12 Unrealized +17.8%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $221 Shares 614 Est. Cost $330.37 Unrealized +10.9%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.1%
Value ($000) $219 Shares 9,189 Est. Cost $20.96 Unrealized +12.0%
LOGI LOGITECH INTL S A SHS 0.1%
Value ($000) $219 Shares 2,660 Est. Cost $81.72 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $219 Shares 1,964 Est. Cost $94.86 Unrealized +12.8%
NNN NNN REIT INC COM 0.1%
Value ($000) $218 Shares 5,330 Est. Cost $47.83 Unrealized
MC MOELIS & CO CL A 0.1%
Value ($000) $218 Shares 2,945 Est. Cost $60.63 Unrealized +13.1%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $217 Shares 6,014 Est. Cost $25.73 Unrealized +35.3%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.1%
Value ($000) $211 Shares 17,856 Est. Cost $14.63 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value ($000) $211 Shares 13,938 Est. Cost $12.44 Unrealized +5.3%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $207 Shares 3,006 Est. Cost $64.00 Unrealized
YPF YPF SOCIEDAD ANONIMA SPON ADR CL D 0.1%
Value ($000) $206 Shares 4,853 Est. Cost $42.51 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $206 Shares 195 Est. Cost $1116.02 Unrealized 0.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $203 Shares 1,756 Est. Cost $111.08 Unrealized +6.5%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $202 Shares 1,854 Est. Cost $105.76 Unrealized +21.6%
YALA YALLA GROUP LTD ADS 0.0%
Value ($000) $192 Shares 47,198 Est. Cost $4.54 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $188 Shares 20,536 Est. Cost $6.97 Unrealized
GOOS CANADA GOOSE HLDGS INC SHS SUB VTG 0.0%
Value ($000) $184 Shares 18,348 Est. Cost $10.86 Unrealized -5.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $178 Shares 40,124 Est. Cost $3.80 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $177 Shares 19,088 Est. Cost $9.17 Unrealized +7.4%
GPRK GEOPARK LTD USD SHS 0.0%
Value ($000) $176 Shares 18,983 Est. Cost $9.15 Unrealized -2.9%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $169 Shares 25,296 Est. Cost $9.61 Unrealized -22.7%
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.0%
Value ($000) $163 Shares 22,383 Est. Cost $7.13 Unrealized +15.5%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $148 Shares 11,180 Est. Cost $13.24 Unrealized
WFCF WHERE FOOD COMES FROM INC COM NEW 0.0%
Value ($000) $147 Shares 11,106 Est. Cost $11.74 Unrealized 0.0%
WU WESTERN UN CO COM 0.0%
Value ($000) $146 Shares 13,762 Est. Cost $11.44 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $143 Shares 17,745 Est. Cost $8.24 Unrealized 0.0%
MOMO HELLO GROUP INC ADS 0.0%
Value ($000) $137 Shares 17,780 Est. Cost $6.67 Unrealized
GASS STEALTHGAS INC SHS 0.0%
Value ($000) $123 Shares 21,698 Est. Cost $6.66 Unrealized -12.2%
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $120 Shares 20,033 Est. Cost $7.91 Unrealized -23.4%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $114 Shares 11,488 Est. Cost $14.67 Unrealized -39.7%
IAG IAMGOLD CORP COM 0.0%
Value ($000) $110 Shares 21,314 Est. Cost $5.34 Unrealized 0.0%
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $101 Shares 12,282 Est. Cost $10.17 Unrealized
GNW GENWORTH FINL INC COM SHS 0.0%
Value ($000) $90 Shares 12,818 Est. Cost $4.85 Unrealized +48.1%
NIO NIO INC SPON ADS 0.0%
Value ($000) $81 Shares 18,570 Est. Cost $4.36 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $80 Shares 39,681 Est. Cost $3.98 Unrealized
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $74 Shares 11,832 Est. Cost $11.56 Unrealized -33.5%
PLTK PLAYTIKA HLDG CORP COM 0.0%
Value ($000) $74 Shares 10,647 Est. Cost $7.37 Unrealized +6.9%
SGHC SUPER GROUP SGHC LIMITED ORD SHS 0.0%
Value ($000) $73 Shares 11,777 Est. Cost $5.34 Unrealized 0.0%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $67 Shares 18,814 Est. Cost $3.41 Unrealized +22.6%
REI RING ENERGY INC COM 0.0%
Value ($000) $67 Shares 49,164 Est. Cost $1.62 Unrealized -7.4%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $54 Shares 18,127 Est. Cost $3.40 Unrealized +15.9%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value ($000) $53 Shares 30,116 Est. Cost $1.77 Unrealized
ENIC ENEL CHILE S.A. SPONSORED ADR 0.0%
Value ($000) $46 Shares 15,843 Est. Cost $2.80 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $34 Shares 18,555 Est. Cost $2.02 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $30 Shares 12,050 Est. Cost $2.76 Unrealized 0.0%
EGHT 8X8 INC NEW COM 0.0%
Value ($000) $29 Shares 10,702 Est. Cost $2.43 Unrealized +5.5%
HAOXI HEALTH TECHNOLOGY LTD USD CL A ORD SHS 0.0%
Value ($000) $6 Shares 38,344 Est. Cost $0.15 Unrealized