DGS Capital Management, LLC Diversified Active

CIK: 0001900110 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Feb 24, 2026

Total Value ($000): $379,699 (100.0% shares, 0.0% debt)

Holdings (317)

COIN COINBASE GLOBAL INC COM CL A 14.9%
Value ($000) $56,472 Shares 327,886 Est. Cost $163.90 Unrealized +47.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 8.3%
Value ($000) $31,642 Shares 299,640 Est. Cost $106.04 Unrealized
AAPL APPLE INC COM 3.4%
Value ($000) $13,089 Shares 58,923 Est. Cost $170.21 Unrealized +35.6%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $9,895 Shares 26,359 Est. Cost $325.37 Unrealized +24.5%
NVDA NVIDIA CORPORATION COM 2.4%
Value ($000) $9,176 Shares 84,669 Est. Cost $98.36 Unrealized +28.8%
META META PLATFORMS INC CL A 1.9%
Value ($000) $7,332 Shares 12,721 Est. Cost $250.66 Unrealized +156.6%
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 1.9%
Value ($000) $7,242 Shares 247,682 Est. Cost $30.10 Unrealized
GLOF ISHARES GLOBAL EQUITY FACTOR ETF 1.7%
Value ($000) $6,592 Shares 153,939 Est. Cost $39.24 Unrealized
AMZN AMAZON COM INC COM 1.4%
Value ($000) $5,414 Shares 28,454 Est. Cost $147.89 Unrealized +46.7%
SKM SK TELECOM CO LTD SPONSORED ADR 1.3%
Value ($000) $4,913 Shares 231,070 Est. Cost $21.19 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $4,346 Shares 27,816 Est. Cost $117.43 Unrealized +55.4%
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 1.1%
Value ($000) $4,211 Shares 83,812 Est. Cost $50.10 Unrealized
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $4,200 Shares 8,173 Est. Cost $443.91 Unrealized
FINV FINVOLUTION GROUP SPONSORED ADS 1.1%
Value ($000) $4,112 Shares 426,990 Est. Cost $4.96 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 1.0%
Value ($000) $3,866 Shares 23,287 Est. Cost $124.58 Unrealized
CLS CELESTICA INC COM 1.0%
Value ($000) $3,777 Shares 47,920 Est. Cost $50.44 Unrealized +110.3%
UNM UNUM GROUP COM 0.9%
Value ($000) $3,250 Shares 39,898 Est. Cost $33.26 Unrealized +131.8%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $3,055 Shares 19,753 Est. Cost $132.78 Unrealized +36.1%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.8%
Value ($000) $3,020 Shares 30,000 Est. Cost $100.67 Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.8%
Value ($000) $2,938 Shares 97,610 Est. Cost $30.61 Unrealized
KT KT CORP SPONSORED ADR 0.8%
Value ($000) $2,858 Shares 161,373 Est. Cost $13.02 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.7%
Value ($000) $2,822 Shares 12,381 Est. Cost $127.95 Unrealized +65.6%
NVO NOVO-NORDISK A S ADR 0.7%
Value ($000) $2,733 Shares 39,353 Est. Cost $101.70 Unrealized
LLY ELI LILLY & CO COM 0.7%
Value ($000) $2,683 Shares 3,249 Est. Cost $606.80 Unrealized +36.2%
GIB CGI INC CL A SUB VTG 0.7%
Value ($000) $2,558 Shares 25,620 Est. Cost $92.58 Unrealized +17.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.6%
Value ($000) $2,449 Shares 31,289 Est. Cost $77.60 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.6%
Value ($000) $2,359 Shares 173,193 Est. Cost $5.91 Unrealized
MTG MGIC INVT CORP WIS COM 0.6%
Value ($000) $2,357 Shares 95,120 Est. Cost $16.84 Unrealized +43.8%
WMT WALMART INC COM 0.6%
Value ($000) $2,325 Shares 26,482 Est. Cost $65.32 Unrealized +42.3%
GM GENERAL MTRS CO COM 0.6%
Value ($000) $2,220 Shares 47,205 Est. Cost $39.71 Unrealized +22.9%
NFLX NETFLIX INC. COM 0.5%
Value ($000) $2,072 Shares 2,222 Est. Cost $60.83 Unrealized +56.3%
DAC DANAOS CORPORATION SHS 0.5%
Value ($000) $2,060 Shares 26,406 Est. Cost $69.44 Unrealized +13.7%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,953 Shares 3,564 Est. Cost $406.27 Unrealized +33.4%
SPY STATE STREET SPDR S&P 500 ETF 0.5%
Value ($000) $1,877 Shares 3,355 Est. Cost $527.04 Unrealized
FTS FORTIS INC COM 0.5%
Value ($000) $1,833 Shares 40,222 Est. Cost $40.16 Unrealized +5.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.5%
Value ($000) $1,790 Shares 9,526 Est. Cost $144.00 Unrealized +26.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $1,777 Shares 34,951 Est. Cost $48.14 Unrealized
MFC MANULIFE FINL CORP COM 0.5%
Value ($000) $1,740 Shares 55,865 Est. Cost $20.41 Unrealized +48.0%
AVGO BROADCOM INC COM 0.5%
Value ($000) $1,736 Shares 10,367 Est. Cost $162.47 Unrealized +29.1%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $1,680 Shares 15,072 Est. Cost $95.69 Unrealized
PRG PROG HOLDINGS INC COM NPV 0.4%
Value ($000) $1,673 Shares 62,911 Est. Cost $28.93 Unrealized +20.1%
TSLA TESLA INC COM 0.4%
Value ($000) $1,614 Shares 6,228 Est. Cost $272.14 Unrealized +22.5%
G GENPACT LIMITED SHS 0.4%
Value ($000) $1,592 Shares 31,590 Est. Cost $36.00 Unrealized +36.3%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.4%
Value ($000) $1,568 Shares 57,783 Est. Cost $29.46 Unrealized
SEIC SEI INVTS CO COM 0.4%
Value ($000) $1,518 Shares 19,553 Est. Cost $69.59 Unrealized +14.2%
VRSN VERISIGN INC COM 0.4%
Value ($000) $1,502 Shares 5,915 Est. Cost $215.12 Unrealized +4.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.4%
Value ($000) $1,479 Shares 5,814 Est. Cost $185.07 Unrealized +50.3%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,409 Shares 15,692 Est. Cost $97.39 Unrealized -7.5%
LX LEXINFINTECH HLDGS LTD ADR 0.4%
Value ($000) $1,351 Shares 133,924 Est. Cost $3.26 Unrealized
FICO FAIR ISAAC CORP COM 0.4%
Value ($000) $1,330 Shares 721 Est. Cost $1217.50 Unrealized +52.1%
HCA HCA HEALTHCARE INC COM 0.3%
Value ($000) $1,326 Shares 3,837 Est. Cost $235.87 Unrealized +35.4%
WIT WIPRO LTD SPON ADR 1 SH 0.3%
Value ($000) $1,323 Shares 432,449 Est. Cost $5.00 Unrealized
FHI FEDERATED HERMES INC CL B 0.3%
Value ($000) $1,323 Shares 32,445 Est. Cost $34.47 Unrealized +9.7%
EVR EVERCORE INC CLASS A 0.3%
Value ($000) $1,297 Shares 6,493 Est. Cost $112.95 Unrealized +118.1%
INFY INFOSYS LTD SPONSORED ADR 0.3%
Value ($000) $1,282 Shares 70,220 Est. Cost $21.25 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.3%
Value ($000) $1,232 Shares 22,764 Est. Cost $36.22 Unrealized
AER AERCAP HOLDINGS NV SHS 0.3%
Value ($000) $1,222 Shares 11,957 Est. Cost $72.62 Unrealized +35.3%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $1,219 Shares 20,316 Est. Cost $42.56 Unrealized +19.9%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $1,219 Shares 8,397 Est. Cost $147.51 Unrealized +13.0%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,198 Shares 2,287 Est. Cost $450.60 Unrealized +10.8%
PRDO PERDOCEO ED CORP COM 0.3%
Value ($000) $1,192 Shares 47,326 Est. Cost $14.82 Unrealized +76.3%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.3%
Value ($000) $1,189 Shares 2,733 Est. Cost $429.07 Unrealized -8.1%
GSK GSK PLC SPONSORED ADR 0.3%
Value ($000) $1,129 Shares 29,134 Est. Cost $36.25 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $1,127 Shares 16,649 Est. Cost $45.08 Unrealized +38.1%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,105 Shares 17,900 Est. Cost $46.67 Unrealized +28.8%
ETR ENTERGY CORP NEW COM 0.3%
Value ($000) $1,099 Shares 12,854 Est. Cost $66.03 Unrealized +21.8%
IMKTA INGLES MKTS INC CL A 0.3%
Value ($000) $1,080 Shares 16,586 Est. Cost $75.85 Unrealized -16.7%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.3%
Value ($000) $1,059 Shares 71,721 Est. Cost $20.79 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,049 Shares 2,994 Est. Cost $239.82 Unrealized +40.2%
IX ORIX CORP SPONSORED ADR 0.3%
Value ($000) $1,048 Shares 50,189 Est. Cost $33.72 Unrealized
UI UBIQUITI INC COM 0.3%
Value ($000) $1,040 Shares 3,353 Est. Cost $283.62 Unrealized +24.6%
ADBE ADOBE INC COM 0.3%
Value ($000) $1,034 Shares 2,697 Est. Cost $465.36 Unrealized -7.8%
WINA WINMARK CORP COM 0.3%
Value ($000) $1,028 Shares 3,235 Est. Cost $289.57 Unrealized +23.0%
MANH MANHATTAN ASSOCIATES INC COM 0.3%
Value ($000) $1,002 Shares 5,793 Est. Cost $159.75 Unrealized +30.4%
GSL GLOBAL SHIP LEASE INC COM CL A 0.3%
Value ($000) $996 Shares 43,591 Est. Cost $24.32 Unrealized -8.0%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $979 Shares 10,452 Est. Cost $84.70 Unrealized +3.7%
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $971 Shares 9,756 Est. Cost $99.42 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $965 Shares 6,900 Est. Cost $101.74 Unrealized +58.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $952 Shares 11,280 Est. Cost $19.15 Unrealized +358.6%
ITRN Ituran Location and Control Ltd. 0.2%
Value ($000) $945 Shares 26,132 Est. Cost $28.30 Unrealized +27.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $945 Shares 4,510 Est. Cost $153.70 Unrealized +23.2%
SAN BANCO SANTANDER SA ADR 0.2%
Value ($000) $940 Shares 140,356 Est. Cost $3.63 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.2%
Value ($000) $930 Shares 6,092 Est. Cost $91.15 Unrealized +63.6%
APAM ARTISAN PARTNERS ASSET MGMT I CL A 0.2%
Value ($000) $922 Shares 23,588 Est. Cost $32.20 Unrealized +18.7%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $911 Shares 24,685 Est. Cost $38.05 Unrealized -7.9%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.2%
Value ($000) $908 Shares 28,297 Est. Cost $31.00 Unrealized
ASAN ASANA INC CL A 0.2%
Value ($000) $906 Shares 62,175 Est. Cost $19.44 Unrealized -2.5%
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $898 Shares 14,939 Est. Cost $68.10 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $895 Shares 8,094 Est. Cost $80.83 Unrealized +17.8%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $879 Shares 1,610 Est. Cost $484.76 Unrealized +21.9%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.2%
Value ($000) $873 Shares 26,450 Est. Cost $27.15 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $871 Shares 19,193 Est. Cost $36.48 Unrealized +8.5%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $861 Shares 10,709 Est. Cost $56.20 Unrealized
AI C3 AI INC CL A 0.2%
Value ($000) $840 Shares 39,889 Est. Cost $40.49 Unrealized -29.9%
LOPE GRAND CANYON ED INC COM 0.2%
Value ($000) $830 Shares 4,800 Est. Cost $132.97 Unrealized +30.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $828 Shares 1,671 Est. Cost $368.20 Unrealized +50.2%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $825 Shares 4,789 Est. Cost $161.80 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $820 Shares 8,837 Est. Cost $97.56 Unrealized
DBX DROPBOX INC CL A 0.2%
Value ($000) $816 Shares 30,534 Est. Cost $26.10 Unrealized +11.4%
HUBS HUBSPOT INC COM 0.2%
Value ($000) $811 Shares 1,420 Est. Cost $319.10 Unrealized +119.8%
COST COSTCO WHOLESALE CORPORATION COM 0.2%
Value ($000) $800 Shares 846 Est. Cost $670.26 Unrealized +44.8%
URI UNITED RENTALS INC COM 0.2%
Value ($000) $788 Shares 1,257 Est. Cost $347.70 Unrealized +96.2%
SYF SYNCHRONY FINANCIAL COM 0.2%
Value ($000) $777 Shares 14,680 Est. Cost $30.80 Unrealized +97.8%
ASML ASML HLDG NV N Y REGISTRY SHS 0.2%
Value ($000) $771 Shares 1,163 Est. Cost $648.48 Unrealized
RDY DR REDDYS LABS LTD ADR 0.2%
Value ($000) $770 Shares 58,389 Est. Cost $23.74 Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.2%
Value ($000) $751 Shares 22,503 Est. Cost $32.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $745 Shares 1,399 Est. Cost $375.91 Unrealized +29.3%
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.2%
Value ($000) $740 Shares 119,025 Est. Cost $3.20 Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.2%
Value ($000) $734 Shares 78,331 Est. Cost $8.93 Unrealized
HAFNIA LTD SHS 0.2%
Value ($000) $731 Shares 175,821 Est. Cost $5.70 Unrealized
JLL JONES LANG LASALLE INC COM 0.2%
Value ($000) $728 Shares 2,936 Est. Cost $207.46 Unrealized +26.8%
WSM WILLIAMS SONOMA INC COM 0.2%
Value ($000) $725 Shares 4,585 Est. Cost $145.75 Unrealized +30.9%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $706 Shares 7,862 Est. Cost $82.77 Unrealized +5.6%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $701 Shares 6,253 Est. Cost $78.86 Unrealized +27.5%
AAMI ACADIAN ASSET MANAGEMENT INC COM 0.2%
Value ($000) $697 Shares 26,969 Est. Cost $19.94 Unrealized +26.0%
MGA MAGNA INTL INC COM 0.2%
Value ($000) $678 Shares 19,939 Est. Cost $48.05 Unrealized -22.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $672 Shares 1,601 Est. Cost $403.43 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $672 Shares 3,889 Est. Cost $153.62 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.2%
Value ($000) $667 Shares 13,738 Est. Cost $61.66 Unrealized
APPF APPFOLIO INC COM CL A 0.2%
Value ($000) $664 Shares 3,018 Est. Cost $215.65 Unrealized +6.4%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.2%
Value ($000) $651 Shares 91,013 Est. Cost $10.68 Unrealized
VIV TELEFONICA BRASIL SA SPONSORED ADS 0.2%
Value ($000) $650 Shares 74,548 Est. Cost $8.63 Unrealized
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.2%
Value ($000) $649 Shares 18,207 Est. Cost $36.44 Unrealized +24.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.2%
Value ($000) $647 Shares 16,510 Est. Cost $40.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $647 Shares 14,810 Est. Cost $40.81 Unrealized
MHO M/I HOMES INC COM 0.2%
Value ($000) $645 Shares 5,651 Est. Cost $54.20 Unrealized +126.5%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.2%
Value ($000) $644 Shares 44,877 Est. Cost $13.58 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $641 Shares 1,748 Est. Cost $336.78 Unrealized +13.0%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.2%
Value ($000) $640 Shares 40,797 Est. Cost $10.94 Unrealized
SNY SANOFI SA SPONSORED ADR 0.2%
Value ($000) $631 Shares 11,386 Est. Cost $51.41 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $630 Shares 4,100 Est. Cost $161.91 Unrealized -1.4%
EVRG EVERGY INC COM 0.2%
Value ($000) $629 Shares 9,118 Est. Cost $56.34 Unrealized +12.0%
VNT VONTIER CORPORATION COM 0.2%
Value ($000) $627 Shares 19,089 Est. Cost $20.52 Unrealized +77.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $622 Shares 13,739 Est. Cost $44.14 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.2%
Value ($000) $612 Shares 39,654 Est. Cost $13.17 Unrealized +47.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $601 Shares 1,926 Est. Cost $327.15 Unrealized +6.8%
OTEX OPEN TEXT CORP COM 0.2%
Value ($000) $592 Shares 23,427 Est. Cost $27.56 Unrealized -3.7%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.2%
Value ($000) $590 Shares 16,334 Est. Cost $29.25 Unrealized +40.9%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $590 Shares 128 Est. Cost $3751.30 Unrealized +26.6%
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $584 Shares 8,039 Est. Cost $77.25 Unrealized +1.1%
STT STATE STR CORP COM 0.2%
Value ($000) $584 Shares 6,524 Est. Cost $74.98 Unrealized +23.7%
GPI GROUP 1 AUTOMOTIVE INC COM 0.2%
Value ($000) $584 Shares 1,528 Est. Cost $190.36 Unrealized +130.2%
WB WEIBO CORP SPONSORED ADR 0.2%
Value ($000) $581 Shares 61,377 Est. Cost $11.69 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $581 Shares 2,052 Est. Cost $217.70 Unrealized +12.7%
INTU INTUIT COM 0.2%
Value ($000) $581 Shares 946 Est. Cost $553.67 Unrealized +7.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.2%
Value ($000) $570 Shares 7,446 Est. Cost $63.88 Unrealized +25.6%
WMK WEIS MKTS INC COM 0.1%
Value ($000) $568 Shares 7,375 Est. Cost $59.46 Unrealized +18.4%
QFIN QFIN HOLDINGS INC AMERICAN DEP 0.1%
Value ($000) $560 Shares 12,471 Est. Cost $31.52 Unrealized
VEREN INC COM NEW 0.1%
Value ($000) $559 Shares 84,462 Est. Cost $5.89 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $557 Shares 4,816 Est. Cost $110.03 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $551 Shares 1,175 Est. Cost $445.27 Unrealized
INMD INMODE LTD SHS 0.1%
Value ($000) $537 Shares 30,258 Est. Cost $17.48 Unrealized +3.0%
ASX ASE INDUSTRIAL HOLDING 0.1%
Value ($000) $537 Shares 61,253 Est. Cost $7.08 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $536 Shares 3,374 Est. Cost $120.12 Unrealized +14.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $535 Shares 5,795 Est. Cost $82.23 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $528 Shares 8,947 Est. Cost $36.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $527 Shares 1,919 Est. Cost $270.17 Unrealized
STLA STELLANTIS N.V SHS 0.1%
Value ($000) $527 Shares 47,036 Est. Cost $16.31 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $516 Shares 4,426 Est. Cost $87.75 Unrealized +43.5%
NTAP NETAPP INC COM 0.1%
Value ($000) $505 Shares 5,744 Est. Cost $92.05 Unrealized +17.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $503 Shares 5,033 Est. Cost $103.63 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $494 Shares 3,887 Est. Cost $109.32 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $488 Shares 2,942 Est. Cost $150.33 Unrealized +1.4%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $479 Shares 9,813 Est. Cost $49.27 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.1%
Value ($000) $478 Shares 4,188 Est. Cost $60.87 Unrealized 0.0%
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $473 Shares 19,480 Est. Cost $23.08 Unrealized
TIMB TIM S A SPONSORED ADR 0.1%
Value ($000) $471 Shares 30,099 Est. Cost $13.07 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $465 Shares 1,255 Est. Cost $410.44 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $463 Shares 1,725 Est. Cost $242.00 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $453 Shares 19,712 Est. Cost $30.66 Unrealized -28.1%
AGRO ADECOAGRO S A COM 0.1%
Value ($000) $442 Shares 39,586 Est. Cost $8.49 Unrealized +18.5%
LPLA LPL FINL HLDGS INC COM 0.1%
Value ($000) $440 Shares 1,344 Est. Cost $212.58 Unrealized +63.8%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $437 Shares 1,971 Est. Cost $227.96 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $435 Shares 1,015 Est. Cost $385.62 Unrealized +26.0%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $430 Shares 633 Est. Cost $594.58 Unrealized +20.2%
EXEL EXELIXIS INC COM 0.1%
Value ($000) $425 Shares 11,506 Est. Cost $33.33 Unrealized +6.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $422 Shares 2,266 Est. Cost $168.46 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $422 Shares 8,258 Est. Cost $42.16 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $420 Shares 4,567 Est. Cost $113.96 Unrealized -11.7%
CNO CNO FINL GROUP INC COM 0.1%
Value ($000) $414 Shares 9,940 Est. Cost $33.22 Unrealized +18.3%
ACT ENACT HLDGS INC COM 0.1%
Value ($000) $411 Shares 11,824 Est. Cost $30.98 Unrealized +5.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $409 Shares 1,311 Est. Cost $205.37 Unrealized +39.9%
TK TEEKAY CORPORATION LTD SHS 0.1%
Value ($000) $408 Shares 62,041 Est. Cost $7.89 Unrealized -12.4%
GEO GEO GROUP INC COM 0.1%
Value ($000) $405 Shares 13,853 Est. Cost $7.83 Unrealized +266.0%
SPSK SP FUNDS DOW JONES GLOBAL SUKUK ETF 0.1%
Value ($000) $400 Shares 22,202 Est. Cost $17.85 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $400 Shares 4,912 Est. Cost $80.98 Unrealized +8.2%
YELP YELP INC CL A 0.1%
Value ($000) $400 Shares 10,791 Est. Cost $36.85 Unrealized +2.1%
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $398 Shares 3,219 Est. Cost $90.45 Unrealized +24.8%
EAT BRINKER INTL INC COM 0.1%
Value ($000) $398 Shares 2,670 Est. Cost $125.51 Unrealized +22.5%
BIDU BAIDU INC SPON ADR REP A 0.1%
Value ($000) $397 Shares 4,311 Est. Cost $90.53 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $396 Shares 1,866 Est. Cost $229.16 Unrealized +15.1%
CB CHUBB LIMITED COM 0.1%
Value ($000) $394 Shares 1,304 Est. Cost $192.91 Unrealized +43.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $393 Shares 6,673 Est. Cost $49.17 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $387 Shares 2,927 Est. Cost $72.48 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $385 Shares 2,046 Est. Cost $178.71 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.1%
Value ($000) $383 Shares 7,653 Est. Cost $36.06 Unrealized +55.5%
MET METLIFE INC COM 0.1%
Value ($000) $383 Shares 4,767 Est. Cost $55.66 Unrealized +45.8%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.1%
Value ($000) $380 Shares 7,665 Est. Cost $48.57 Unrealized
SBH SALLY BEAUTY HLDGS INC COM 0.1%
Value ($000) $376 Shares 41,593 Est. Cost $11.14 Unrealized -11.5%
LOGI LOGITECH INTL S A SHS 0.1%
Value ($000) $371 Shares 4,393 Est. Cost $86.08 Unrealized +7.8%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $370 Shares 2,169 Est. Cost $164.36 Unrealized -0.2%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $359 Shares 856 Est. Cost $540.02 Unrealized -19.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $358 Shares 3,503 Est. Cost $100.86 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $354 Shares 1,370 Est. Cost $249.06 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $352 Shares 2,347 Est. Cost $164.37 Unrealized -12.7%
KGC KINROSS GOLD CORP COM 0.1%
Value ($000) $347 Shares 27,534 Est. Cost $9.80 Unrealized +14.5%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.1%
Value ($000) $345 Shares 3,968 Est. Cost $60.40 Unrealized +31.6%
ABT ABBOTT LABORATORIES COM 0.1%
Value ($000) $345 Shares 2,599 Est. Cost $125.48 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $334 Shares 4,657 Est. Cost $51.28 Unrealized +26.7%
TM TOYOTA MOTOR CORP ADS 0.1%
Value ($000) $333 Shares 1,885 Est. Cost $207.74 Unrealized
CVLG COVENANT LOGISTICS GROUP INC CL A 0.1%
Value ($000) $331 Shares 14,931 Est. Cost $20.32 Unrealized +25.3%
UL UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $329 Shares 5,519 Est. Cost $59.55 Unrealized
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.1%
Value ($000) $326 Shares 16,799 Est. Cost $5.45 Unrealized +286.4%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $321 Shares 1,477 Est. Cost $212.87 Unrealized 0.0%
TOST TOAST INC CL A 0.1%
Value ($000) $318 Shares 9,600 Est. Cost $37.44 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $315 Shares 1,902 Est. Cost $183.31 Unrealized -1.5%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.1%
Value ($000) $314 Shares 3,285 Est. Cost $66.97 Unrealized +56.8%
FAST FASTENAL CO COM 0.1%
Value ($000) $313 Shares 4,037 Est. Cost $34.68 Unrealized +6.2%
WERN WERNER ENTERPRISES INC COM 0.1%
Value ($000) $311 Shares 10,621 Est. Cost $33.59 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $308 Shares 22,592 Est. Cost $13.78 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $301 Shares 1,561 Est. Cost $210.45 Unrealized
HRB BLOCK H & R INC COM 0.1%
Value ($000) $296 Shares 5,384 Est. Cost $48.91 Unrealized +6.1%
FFIV F5 INC COM 0.1%
Value ($000) $295 Shares 1,108 Est. Cost $279.63 Unrealized 0.0%
SM SM ENERGY COMPANY COM 0.1%
Value ($000) $295 Shares 9,847 Est. Cost $40.80 Unrealized -15.3%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $291 Shares 11,438 Est. Cost $22.01 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $289 Shares 6,181 Est. Cost $52.80 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.1%
Value ($000) $288 Shares 1,274 Est. Cost $204.35 Unrealized +1.0%
TPR TAPESTRY INC COM 0.1%
Value ($000) $284 Shares 4,034 Est. Cost $54.13 Unrealized +37.8%
AL AIR LEASE CORP CL A 0.1%
Value ($000) $283 Shares 5,861 Est. Cost $46.22 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $283 Shares 2,149 Est. Cost $97.16 Unrealized +25.1%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $282 Shares 1,149 Est. Cost $210.42 Unrealized +19.2%
DHIL DIAMOND HILL INVT GROUP INC COM NEW 0.1%
Value ($000) $282 Shares 1,972 Est. Cost $145.55 Unrealized -5.5%
ACI ALBERTSONS COS INC COMMON STOCK 0.1%
Value ($000) $281 Shares 12,800 Est. Cost $19.97 Unrealized 0.0%
CCSI CONSENSUS CLOUD SOLUTIONS INC COM 0.1%
Value ($000) $275 Shares 11,910 Est. Cost $22.05 Unrealized +16.7%
BKE BUCKLE INC COM 0.1%
Value ($000) $267 Shares 6,956 Est. Cost $29.74 Unrealized +32.4%
HLF HERBALIFE LTD COM SHS 0.1%
Value ($000) $261 Shares 30,251 Est. Cost $9.20 Unrealized -22.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $261 Shares 3,996 Est. Cost $77.71 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $258 Shares 1,639 Est. Cost $141.64 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $257 Shares 1,431 Est. Cost $163.99 Unrealized +11.1%
EHC ENCOMPASS HEALTH CORP COM 0.1%
Value ($000) $255 Shares 2,514 Est. Cost $97.02 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.1%
Value ($000) $253 Shares 17,040 Est. Cost $13.80 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $253 Shares 927 Est. Cost $235.89 Unrealized +8.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $253 Shares 4,679 Est. Cost $50.11 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $249 Shares 928 Est. Cost $316.13 Unrealized -2.3%
HIMS HIMS & HERS HEALTH INC COM CL A 0.1%
Value ($000) $247 Shares 8,373 Est. Cost $37.15 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $246 Shares 3,473 Est. Cost $59.13 Unrealized +16.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $246 Shares 561 Est. Cost $360.59 Unrealized +22.5%
FTNT FORTINET INC COM 0.1%
Value ($000) $246 Shares 2,553 Est. Cost $101.38 Unrealized 0.0%
EBF ENNIS INC COM 0.1%
Value ($000) $245 Shares 12,179 Est. Cost $19.64 Unrealized 0.0%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $244 Shares 4,798 Est. Cost $50.87 Unrealized
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $243 Shares 4,826 Est. Cost $50.41 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $243 Shares 2,041 Est. Cost $104.29 Unrealized +2.8%
PAM PAMPA ENERGIA S A SPONS ADR LVL I 0.1%
Value ($000) $242 Shares 3,136 Est. Cost $87.94 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $242 Shares 13,405 Est. Cost $20.24 Unrealized +10.1%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $242 Shares 5,252 Est. Cost $42.54 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.1%
Value ($000) $238 Shares 5,454 Est. Cost $45.75 Unrealized
DSGX DESCARTES SYS GROUP INC COM 0.1%
Value ($000) $237 Shares 2,354 Est. Cost $101.99 Unrealized +8.4%
GWW WW GRAINGER INC COM 0.1%
Value ($000) $237 Shares 240 Est. Cost $1099.11 Unrealized -6.7%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.1%
Value ($000) $237 Shares 134,543 Est. Cost $1.96 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $235 Shares 1,775 Est. Cost $111.22 Unrealized +12.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $235 Shares 2,288 Est. Cost $148.22 Unrealized -25.0%
R RYDER SYS INC COM 0.1%
Value ($000) $235 Shares 1,633 Est. Cost $138.14 Unrealized +12.7%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $233 Shares 874 Est. Cost $243.03 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $230 Shares 2,206 Est. Cost $121.99 Unrealized -1.5%
AZO AUTOZONE INC COM 0.1%
Value ($000) $229 Shares 60 Est. Cost $3450.47 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $228 Shares 3,527 Est. Cost $64.69 Unrealized
IBN ICICI BANK LIMITED ADR 0.1%
Value ($000) $228 Shares 7,228 Est. Cost $29.85 Unrealized
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $225 Shares 850 Est. Cost $344.61 Unrealized 0.0%
YALA YALLA GROUP LTD ADS 0.1%
Value ($000) $224 Shares 42,985 Est. Cost $4.54 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.1%
Value ($000) $219 Shares 37,423 Est. Cost $7.03 Unrealized -21.6%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $218 Shares 41,276 Est. Cost $3.84 Unrealized
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $216 Shares 4,204 Est. Cost $51.48 Unrealized
TGLS TECNOGLASS INC ORD SHS 0.1%
Value ($000) $216 Shares 3,016 Est. Cost $57.87 Unrealized +27.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $216 Shares 579 Est. Cost $330.37 Unrealized +14.1%
MOD MODINE MFG CO COM 0.1%
Value ($000) $214 Shares 2,794 Est. Cost $48.90 Unrealized +101.5%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value ($000) $214 Shares 1,336 Est. Cost $203.83 Unrealized -16.3%
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $214 Shares 1,640 Est. Cost $130.49 Unrealized
TU TELUS CORPORATION COM 0.1%
Value ($000) $213 Shares 14,850 Est. Cost $14.67 Unrealized 0.0%
WU WESTERN UN CO COM 0.1%
Value ($000) $212 Shares 19,992 Est. Cost $11.17 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.1%
Value ($000) $211 Shares 13,730 Est. Cost $12.66 Unrealized
CMRE COSTAMARE INC SHS 0.1%
Value ($000) $210 Shares 21,322 Est. Cost $9.81 Unrealized +9.9%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $205 Shares 657 Est. Cost $292.89 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.1%
Value ($000) $205 Shares 5,620 Est. Cost $25.73 Unrealized +38.3%
GOOS CANADA GOOSE HLDGS INC SHS SUB VTG 0.1%
Value ($000) $204 Shares 25,661 Est. Cost $10.57 Unrealized -6.7%
KOP KOPPERS HOLDINGS INC COM 0.1%
Value ($000) $200 Shares 7,143 Est. Cost $26.45 Unrealized +12.6%
M MACYS INC COM 0.0%
Value ($000) $185 Shares 14,737 Est. Cost $14.47 Unrealized +0.3%
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value ($000) $182 Shares 33,201 Est. Cost $6.90 Unrealized -22.3%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $166 Shares 11,319 Est. Cost $12.44 Unrealized +7.9%
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $162 Shares 12,352 Est. Cost $14.85 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $155 Shares 10,406 Est. Cost $15.75 Unrealized -4.0%
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 0.0%
Value ($000) $154 Shares 19,111 Est. Cost $7.13 Unrealized +7.0%
PBR/A PETROLEO BRASILEIRO S A SP ADR NON VTG 0.0%
Value ($000) $153 Shares 11,730 Est. Cost $14.63 Unrealized
PDM PIEDMONT REALTY TRUST INC COM CL A 0.0%
Value ($000) $149 Shares 20,266 Est. Cost $6.97 Unrealized
TELUS INTL CDA INC SUB VTG SHS 0.0%
Value ($000) $142 Shares 52,709 Est. Cost $4.97 Unrealized
IAG IAMGOLD CORP COM 0.0%
Value ($000) $136 Shares 21,734 Est. Cost $5.36 Unrealized +10.4%
IMPERIAL PETE INC COM NEW 0.0%
Value ($000) $135 Shares 55,113 Est. Cost $3.30 Unrealized
GASS STEALTHGAS INC SHS 0.0%
Value ($000) $128 Shares 22,634 Est. Cost $6.62 Unrealized -13.6%
REI RING ENERGY INC COM 0.0%
Value ($000) $123 Shares 106,921 Est. Cost $1.45 Unrealized -10.0%
WFCF WHERE FOOD COMES FROM INC COM NEW 0.0%
Value ($000) $123 Shares 11,089 Est. Cost $11.74 Unrealized +2.7%
MOMO HELLO GROUP INC ADS 0.0%
Value ($000) $113 Shares 17,912 Est. Cost $6.67 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $112 Shares 48,013 Est. Cost $2.21 Unrealized
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $111 Shares 14,564 Est. Cost $10.79 Unrealized -31.0%
RMAX RE MAX HLDGS INC CL A 0.0%
Value ($000) $108 Shares 12,959 Est. Cost $9.53 Unrealized 0.0%
GPRK GEOPARK LTD USD SHS 0.0%
Value ($000) $108 Shares 13,416 Est. Cost $9.15 Unrealized -2.0%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $97 Shares 14,916 Est. Cost $8.24 Unrealized -12.9%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $94 Shares 12,177 Est. Cost $7.76 Unrealized
SGHC SUPER GROUP SGHC LIMITED ORD SHS 0.0%
Value ($000) $93 Shares 14,461 Est. Cost $5.68 Unrealized +26.5%
GNW GENWORTH FINL INC COM SHS 0.0%
Value ($000) $85 Shares 12,047 Est. Cost $4.85 Unrealized +43.5%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $84 Shares 37,306 Est. Cost $3.98 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $76 Shares 19,858 Est. Cost $4.32 Unrealized
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $74 Shares 19,190 Est. Cost $3.41 Unrealized +3.0%
SB SAFE BULKERS INC COM 0.0%
Value ($000) $71 Shares 19,307 Est. Cost $3.41 Unrealized +6.7%
EGHT 8X8 INC NEW COM 0.0%
Value ($000) $69 Shares 34,646 Est. Cost $2.53 Unrealized +1.8%
ENIC ENEL CHILE SA SPONSORED ADR 0.0%
Value ($000) $57 Shares 17,362 Est. Cost $2.84 Unrealized
VOR VOR BIOPHARMA INC COM NEW 0.0%
Value ($000) $40 Shares 55,300 Est. Cost $24.01 Unrealized 0.0%
SRTA STRATA CRITICAL MEDICAL INC CL A COM 0.0%
Value ($000) $29 Shares 10,600 Est. Cost $3.59 Unrealized 0.0%
QVCGA QVC GROUP INC COM SER A NEW 0.0%
Value ($000) $6 Shares 27,806 Est. Cost $15.92 Unrealized 0.0%