Confluence Wealth Services, Inc. Diversified Active

CIK: 0001910411 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $428,807 (100.0% shares, 0.0% debt)

Holdings (259)

CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 8.4%
Value ($000) $36,027 Shares 1,444,561 Est. Cost $23.02 Unrealized
AAPL APPLE INCORPORATED 5.3%
Value ($000) $22,817 Shares 138,369 Est. Cost $154.13 Unrealized -5.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 4.6%
Value ($000) $19,635 Shares 127,493 Est. Cost $149.12 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4.2%
Value ($000) $18,057 Shares 330,718 Est. Cost $53.81 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 4.0%
Value ($000) $17,331 Shares 279,754 Est. Cost $57.83 Unrealized
MSFT MICROSOFT CORPORATION 3.3%
Value ($000) $14,279 Shares 49,529 Est. Cost $256.44 Unrealized -2.7%
IWF ISHARES TR RUS 1000 GRW ETF 3.3%
Value ($000) $13,980 Shares 57,218 Est. Cost $220.72 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 2.6%
Value ($000) $11,028 Shares 220,600 Est. Cost $50.21 Unrealized
DFAS DIMENSIONAL ETF TRUST U S SM CAP ETF 2.5%
Value ($000) $10,551 Shares 200,213 Est. Cost $50.14 Unrealized
DFIV DIMENSIONAL ETF TRUST INTL VALE ETF 2.3%
Value ($000) $9,930 Shares 308,095 Est. Cost $29.82 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.7%
Value ($000) $7,202 Shares 100,699 Est. Cost $61.74 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF 1.5%
Value ($000) $6,264 Shares 271,644 Est. Cost $20.98 Unrealized
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 1.3%
Value ($000) $5,690 Shares 245,350 Est. Cost $21.04 Unrealized
JPM JPMORGAN CHASE & COMPANY 1.2%
Value ($000) $5,336 Shares 40,950 Est. Cost $106.74 Unrealized +20.1%
EEM ISHARES TR MSCI EMG MKT ETF 1.2%
Value ($000) $5,254 Shares 133,150 Est. Cost $38.61 Unrealized
IGRO ISHARES TR INTL DIV GRWTH 1.2%
Value ($000) $5,135 Shares 84,712 Est. Cost $56.61 Unrealized
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $5,126 Shares 46,745 Est. Cost $63.70 Unrealized +57.3%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 1.1%
Value ($000) $4,891 Shares 217,759 Est. Cost $21.30 Unrealized
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $4,675 Shares 25,642 Est. Cost $154.95 Unrealized +2.4%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $4,516 Shares 29,136 Est. Cost $152.55 Unrealized -3.1%
CVX CHEVRON CORPORATION NEW 1.0%
Value ($000) $4,151 Shares 25,441 Est. Cost $134.33 Unrealized +10.5%
HD HOME DEPOT INCORPORATED 1.0%
Value ($000) $4,083 Shares 13,836 Est. Cost $271.92 Unrealized +4.7%
CSCO CISCO SYSTEMS INCORPORATED 0.9%
Value ($000) $3,752 Shares 71,774 Est. Cost $49.28 Unrealized -9.0%
MRK MERCK & COMPANY INCORPORATED 0.8%
Value ($000) $3,622 Shares 34,049 Est. Cost $72.06 Unrealized +36.9%
MPC MARATHON PETE CORPORATION 0.8%
Value ($000) $3,382 Shares 25,085 Est. Cost $60.14 Unrealized +95.5%
V VISA INCORPORATED COM CLASS A 0.8%
Value ($000) $3,356 Shares 14,886 Est. Cost $208.90 Unrealized +4.3%
WMT WALMART INCORPORATED 0.8%
Value ($000) $3,229 Shares 21,901 Est. Cost $45.14 Unrealized +1.5%
MCD MCDONALDS CORPORATION 0.7%
Value ($000) $3,094 Shares 11,065 Est. Cost $230.24 Unrealized +8.8%
PG PROCTER AND GAMBLE COMPANY 0.7%
Value ($000) $2,954 Shares 19,870 Est. Cost $134.14 Unrealized -0.7%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.7%
Value ($000) $2,888 Shares 9,352 Est. Cost $291.98 Unrealized +5.5%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.7%
Value ($000) $2,819 Shares 72,483 Est. Cost $38.89 Unrealized -15.9%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.6%
Value ($000) $2,721 Shares 26,234 Est. Cost $116.70 Unrealized -18.4%
IWD ISHARES TR RUS 1000 VAL ETF 0.6%
Value ($000) $2,691 Shares 17,675 Est. Cost $158.02 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.6%
Value ($000) $2,671 Shares 6,497 Est. Cost $419.12 Unrealized
ABBV ABBVIE INCORPORATED 0.6%
Value ($000) $2,605 Shares 16,347 Est. Cost $108.61 Unrealized +27.2%
PFE PFIZER INCORPORATED 0.6%
Value ($000) $2,484 Shares 60,889 Est. Cost $40.19 Unrealized -9.1%
LLY LILLY ELI & COMPANY 0.5%
Value ($000) $2,337 Shares 6,804 Est. Cost $254.69 Unrealized +29.5%
AVGO BROADCOM INCORPORATED 0.5%
Value ($000) $2,231 Shares 3,477 Est. Cost $53.45 Unrealized +7.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $2,124 Shares 21,408 Est. Cost $63.12 Unrealized +57.6%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $2,052 Shares 11,197 Est. Cost $173.02 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.5%
Value ($000) $2,017 Shares 15,868 Est. Cost $141.33 Unrealized -4.7%
CMCSA COMCAST CORPORATION NEW CLASS A 0.5%
Value ($000) $1,998 Shares 52,700 Est. Cost $40.70 Unrealized -14.9%
CB CHUBB LIMITED 0.5%
Value ($000) $1,997 Shares 10,285 Est. Cost $193.53 Unrealized +4.8%
MO ALTRIA GROUP INCORPORATED 0.5%
Value ($000) $1,945 Shares 43,580 Est. Cost $33.60 Unrealized +8.0%
UNP UNION PAC CORPORATION 0.5%
Value ($000) $1,941 Shares 9,643 Est. Cost $212.69 Unrealized -11.0%
TSLA TESLA INCORPORATED 0.4%
Value ($000) $1,890 Shares 9,111 Est. Cost $232.94 Unrealized -25.1%
DFAT DIMENSIONAL ETF TRUST U S TARGET VALUE ETF 0.4%
Value ($000) $1,887 Shares 42,399 Est. Cost $43.09 Unrealized
NUE NUCOR CORPORATION 0.4%
Value ($000) $1,859 Shares 12,034 Est. Cost $102.52 Unrealized +48.6%
ETN EATON CORPORATION PLC SHS 0.4%
Value ($000) $1,807 Shares 10,549 Est. Cost $147.36 Unrealized +8.7%
DVN DEVON ENERGY CORPORATION NEW 0.4%
Value ($000) $1,799 Shares 35,552 Est. Cost $38.67 Unrealized +30.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $1,784 Shares 13,606 Est. Cost $110.61 Unrealized +9.2%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.4%
Value ($000) $1,754 Shares 6,131 Est. Cost $239.01 Unrealized +6.9%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.4%
Value ($000) $1,702 Shares 2,953 Est. Cost $613.95 Unrealized -9.0%
IAU ISHARES GOLD TR ISHARES NEW 0.4%
Value ($000) $1,691 Shares 45,256 Est. Cost $34.65 Unrealized
DKS DICKS SPORTING GOODS INCORPORATED 0.4%
Value ($000) $1,620 Shares 11,419 Est. Cost $109.96 Unrealized +12.7%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ET 0.4%
Value ($000) $1,577 Shares 23,508 Est. Cost $79.88 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.4%
Value ($000) $1,568 Shares 3,155 Est. Cost $484.08 Unrealized -2.6%
AMZN AMAZON COM INCORPORATED 0.4%
Value ($000) $1,567 Shares 15,173 Est. Cost $123.13 Unrealized -21.5%
UNH UNITEDHEALTH GROUP INCORPORATED 0.4%
Value ($000) $1,556 Shares 3,293 Est. Cost $432.92 Unrealized +5.6%
DE DEERE & COMPANY 0.4%
Value ($000) $1,550 Shares 3,755 Est. Cost $330.15 Unrealized +20.3%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.4%
Value ($000) $1,510 Shares 15,524 Est. Cost $78.79 Unrealized +10.4%
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.3%
Value ($000) $1,479 Shares 5,150 Est. Cost $261.86 Unrealized +3.2%
DRI DARDEN RESTAURANTS INCORPORATED 0.3%
Value ($000) $1,447 Shares 9,326 Est. Cost $125.88 Unrealized +7.3%
CME CME GROUP INCORPORATED 0.3%
Value ($000) $1,410 Shares 7,364 Est. Cost $180.52 Unrealized -10.3%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.3%
Value ($000) $1,388 Shares 7,153 Est. Cost $163.29 Unrealized -3.1%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.3%
Value ($000) $1,341 Shares 12,892 Est. Cost $117.79 Unrealized -18.6%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,293 Shares 3,159 Est. Cost $451.37 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,291 Shares 4,646 Est. Cost $24.81 Unrealized -12.9%
BBY BEST BUY INCORPORATED 0.3%
Value ($000) $1,281 Shares 16,372 Est. Cost $84.26 Unrealized -15.2%
T AT&T INCORPORATED 0.3%
Value ($000) $1,252 Shares 65,023 Est. Cost $14.91 Unrealized +9.7%
INTC INTEL CORPORATION 0.3%
Value ($000) $1,225 Shares 37,506 Est. Cost $45.44 Unrealized -39.4%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $1,184 Shares 15,938 Est. Cost $82.18 Unrealized -8.5%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.3%
Value ($000) $1,170 Shares 16,879 Est. Cost $52.82 Unrealized +16.4%
KO COCA COLA COMPANY 0.3%
Value ($000) $1,156 Shares 18,638 Est. Cost $50.66 Unrealized +9.4%
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.3%
Value ($000) $1,145 Shares 49,660 Est. Cost $21.15 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $1,131 Shares 14,024 Est. Cost $88.82 Unrealized -16.1%
DIS DISNEY WALT COMPANY 0.3%
Value ($000) $1,113 Shares 11,114 Est. Cost $146.81 Unrealized -32.9%
VLO VALERO ENERGY CORPORATION 0.3%
Value ($000) $1,112 Shares 7,963 Est. Cost $66.98 Unrealized +83.6%
TEX TEREX CORPORATION NEW 0.3%
Value ($000) $1,087 Shares 22,464 Est. Cost $44.90 Unrealized +13.9%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $1,084 Shares 4,749 Est. Cost $186.01 Unrealized +17.1%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $1,066 Shares 2,303 Est. Cost $103.88 Unrealized +3.5%
MCK MCKESSON CORPORATION 0.2%
Value ($000) $1,059 Shares 2,975 Est. Cost $216.69 Unrealized +64.4%
IJH ISHARES TR CORE S&P MCP ETF 0.2%
Value ($000) $1,050 Shares 4,196 Est. Cost $280.34 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,024 Shares 10,111 Est. Cost $116.28 Unrealized -14.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $985 Shares 3,449 Est. Cost $239.05 Unrealized +7.8%
WM WASTE MGMT INCORPORATED DEL 0.2%
Value ($000) $982 Shares 6,017 Est. Cost $150.60 Unrealized -2.8%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $979 Shares 15,321 Est. Cost $73.63 Unrealized
PAYX PAYCHEX INCORPORATED 0.2%
Value ($000) $962 Shares 8,395 Est. Cost $109.75 Unrealized -5.0%
CAT CATERPILLAR INCORPORATED 0.2%
Value ($000) $942 Shares 4,118 Est. Cost $187.46 Unrealized +23.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $938 Shares 13,508 Est. Cost $66.32 Unrealized
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.2%
Value ($000) $927 Shares 11,062 Est. Cost $60.87 Unrealized +22.0%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.2%
Value ($000) $924 Shares 9,583 Est. Cost $86.48 Unrealized +1.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $892 Shares 2,315 Est. Cost $443.85 Unrealized
TGT TARGET CORPORATION 0.2%
Value ($000) $891 Shares 5,378 Est. Cost $186.20 Unrealized -20.2%
DD DUPONT DE NEMOURS INCORPORATED 0.2%
Value ($000) $882 Shares 12,291 Est. Cost $29.21 Unrealized -1.8%
DOW DOW INCORPORATED 0.2%
Value ($000) $865 Shares 15,770 Est. Cost $45.36 Unrealized +4.3%
SO SOUTHERN COMPANY 0.2%
Value ($000) $863 Shares 12,396 Est. Cost $55.36 Unrealized +9.6%
IWO ISHARES TR RUS 2000 GRW ETF 0.2%
Value ($000) $854 Shares 3,764 Est. Cost $215.84 Unrealized
SLV ISHARES SILVER TR ISHARES 0.2%
Value ($000) $844 Shares 38,170 Est. Cost $21.49 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $842 Shares 4,125 Est. Cost $240.64 Unrealized
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $841 Shares 7,592 Est. Cost $108.12 Unrealized +9.3%
DFUV DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF 0.2%
Value ($000) $828 Shares 24,734 Est. Cost $33.48 Unrealized
GIS GENERAL MLS INCORPORATED 0.2%
Value ($000) $827 Shares 9,675 Est. Cost $57.52 Unrealized +25.1%
TXN TEXAS INSTRS INCORPORATED 0.2%
Value ($000) $815 Shares 4,379 Est. Cost $165.39 Unrealized -2.4%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $802 Shares 2,133 Est. Cost $424.18 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.2%
Value ($000) $795 Shares 4,822 Est. Cost $160.44 Unrealized -0.3%
PPG PPG INDUSTRIES INCORPORATED 0.2%
Value ($000) $777 Shares 5,819 Est. Cost $146.02 Unrealized -17.1%
MA MASTERCARD INCORPORATED CLASS A 0.2%
Value ($000) $775 Shares 2,133 Est. Cost $344.71 Unrealized +3.7%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.2%
Value ($000) $734 Shares 3,741 Est. Cost $205.05 Unrealized -6.3%
META META PLATFORMS INCORPORATED CLASS A 0.2%
Value ($000) $731 Shares 3,448 Est. Cost $306.51 Unrealized -44.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $728 Shares 15,122 Est. Cost $52.72 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $722 Shares 4,045 Est. Cost $205.21 Unrealized
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $702 Shares 2,836 Est. Cost $224.09 Unrealized +3.6%
AFL AFLAC INCORPORATED 0.2%
Value ($000) $694 Shares 10,751 Est. Cost $51.25 Unrealized +25.4%
CAH CARDINAL HEALTH INCORPORATED 0.2%
Value ($000) $691 Shares 9,153 Est. Cost $49.03 Unrealized +45.8%
YUM YUM BRANDS INCORPORATED 0.2%
Value ($000) $689 Shares 5,213 Est. Cost $118.20 Unrealized +3.0%
QCOM QUALCOMM INCORPORATED 0.2%
Value ($000) $668 Shares 5,237 Est. Cost $144.33 Unrealized -19.4%
NFLX NETFLIX INCORPORATED 0.2%
Value ($000) $661 Shares 1,912 Est. Cost $41.32 Unrealized -19.9%
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $657 Shares 8,523 Est. Cost $72.49 Unrealized -2.5%
PPL PPL CORPORATION 0.2%
Value ($000) $654 Shares 23,532 Est. Cost $24.95 Unrealized +2.6%
AMAT APPLIED MATLS INCORPORATED 0.2%
Value ($000) $644 Shares 5,239 Est. Cost $106.08 Unrealized +5.5%
PSX PHILLIPS 66 0.1%
Value ($000) $623 Shares 6,148 Est. Cost $65.16 Unrealized +40.7%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $621 Shares 4,432 Est. Cost $144.46 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $620 Shares 3,100 Est. Cost $219.24 Unrealized -12.3%
GE GENERAL ELECTRIC COMPANY COM NEW 0.1%
Value ($000) $614 Shares 6,425 Est. Cost $61.39 Unrealized +7.4%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $613 Shares 6,592 Est. Cost $83.04 Unrealized +2.1%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $609 Shares 2,590 Est. Cost $40.63 Unrealized +6.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $602 Shares 8,255 Est. Cost $74.34 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $600 Shares 5,683 Est. Cost $107.73 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $596 Shares 1,676 Est. Cost $322.30 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $589 Shares 8,454 Est. Cost $55.88 Unrealized +9.4%
BARRICK GOLD CORPORATION 0.1%
Value ($000) $560 Shares 30,161 Est. Cost $24.28 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $538 Shares 3,899 Est. Cost $145.99 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.1%
Value ($000) $527 Shares 6,939 Est. Cost $186.28 Unrealized -58.7%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $526 Shares 2,161 Est. Cost $210.30 Unrealized +3.5%
ALV AUTOLIV INCORPORATED 0.1%
Value ($000) $512 Shares 5,479 Est. Cost $87.85 Unrealized -6.5%
CTVA CORTEVA INCORPORATED 0.1%
Value ($000) $511 Shares 8,475 Est. Cost $43.54 Unrealized +35.8%
VLY VALLEY NATL BANCORP 0.1%
Value ($000) $510 Shares 55,174 Est. Cost $13.88 Unrealized -20.3%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.1%
Value ($000) $506 Shares 6,857 Est. Cost $72.24 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $499 Shares 11,046 Est. Cost $46.70 Unrealized
OEF ISHARES TR S&P 100 ETF 0.1%
Value ($000) $494 Shares 2,643 Est. Cost $218.83 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $492 Shares 1,041 Est. Cost $323.84 Unrealized +33.8%
ANSYS INCORPORATED 0.1%
Value ($000) $488 Shares 1,466 Est. Cost $382.61 Unrealized
EMR EMERSON ELEC COMPANY 0.1%
Value ($000) $476 Shares 5,461 Est. Cost $85.10 Unrealized -2.9%
STZ CONSTELLATION BRANDS INCORPORATED CLASS A 0.1%
Value ($000) $471 Shares 2,085 Est. Cost $215.45 Unrealized -2.1%
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $470 Shares 6,002 Est. Cost $64.39 Unrealized +17.5%
D DOMINION ENERGY INCORPORATED 0.1%
Value ($000) $467 Shares 8,357 Est. Cost $63.39 Unrealized -20.2%
DTE DTE ENERGY COMPANY 0.1%
Value ($000) $466 Shares 4,253 Est. Cost $99.45 Unrealized +1.6%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $457 Shares 8,262 Est. Cost $69.45 Unrealized
QQQ INVESCO QQQ 0.1%
Value ($000) $457 Shares 1,424 Est. Cost $360.53 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $443 Shares 1,754 Est. Cost $340.63 Unrealized
CMI CUMMINS INCORPORATED 0.1%
Value ($000) $443 Shares 1,853 Est. Cost $204.04 Unrealized +11.7%
CENTRAL SECS CORPORATION 0.1%
Value ($000) $441 Shares 12,673 Est. Cost $44.03 Unrealized
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $439 Shares 1,817 Est. Cost $188.77 Unrealized +18.7%
NKE NIKE INCORPORATED CLASS B 0.1%
Value ($000) $434 Shares 3,541 Est. Cost $128.47 Unrealized -9.2%
SYY SYSCO CORPORATION 0.1%
Value ($000) $434 Shares 5,616 Est. Cost $69.29 Unrealized +2.0%
FE FIRSTENERGY CORPORATION 0.1%
Value ($000) $427 Shares 10,664 Est. Cost $32.75 Unrealized +9.5%
STBA S & T BANCORP INCORPORATED 0.1%
Value ($000) $424 Shares 13,490 Est. Cost $35.03 Unrealized -0.5%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $414 Shares 2,248 Est. Cost $152.75 Unrealized +15.1%
JLL JONES LANG LASALLE INCORPORATED 0.1%
Value ($000) $408 Shares 2,806 Est. Cost $199.33 Unrealized -16.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $403 Shares 1,600 Est. Cost $266.17 Unrealized -15.8%
BA BOEING COMPANY 0.1%
Value ($000) $402 Shares 1,893 Est. Cost $211.00 Unrealized -1.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $394 Shares 10,377 Est. Cost $29.89 Unrealized
CRM SALESFORCE INCORPORATED 0.1%
Value ($000) $393 Shares 1,967 Est. Cost $166.88 Unrealized 0.0%
KR KROGER COMPANY 0.1%
Value ($000) $391 Shares 7,917 Est. Cost $38.48 Unrealized +11.5%
LSTR LANDSTAR SYSTEMS INCORPORATED 0.1%
Value ($000) $391 Shares 2,180 Est. Cost $179.26 Unrealized
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.1%
Value ($000) $383 Shares 3,914 Est. Cost $81.26 Unrealized +13.6%
EXC EXELON CORPORATION 0.1%
Value ($000) $382 Shares 9,130 Est. Cost $33.53 Unrealized +11.6%
YUMC YUM CHINA HLDGS INCORPORATED 0.1%
Value ($000) $367 Shares 5,783 Est. Cost $54.25 Unrealized +11.3%
FISV FISERV INCORPORATED 0.1%
Value ($000) $366 Shares 3,236 Est. Cost $99.86 Unrealized +10.2%
CI THE CIGNA GROUP 0.1%
Value ($000) $365 Shares 1,430 Est. Cost $203.81 Unrealized +35.5%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $365 Shares 32,550 Est. Cost $13.03 Unrealized -6.7%
BAC BANK AMERICA CORPORATION 0.1%
Value ($000) $359 Shares 12,558 Est. Cost $38.40 Unrealized -20.4%
NEM NEWMONT CORPORATION 0.1%
Value ($000) $356 Shares 7,260 Est. Cost $48.89 Unrealized -8.3%
IVE ISHARES TR S&P 500 VAL ETF 0.1%
Value ($000) $352 Shares 2,320 Est. Cost $145.07 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.1%
Value ($000) $350 Shares 4,227 Est. Cost $112.07 Unrealized -29.9%
WESTROCK COMPANY 0.1%
Value ($000) $348 Shares 11,407 Est. Cost $43.75 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $344 Shares 11,506 Est. Cost $32.85 Unrealized -10.3%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.1%
Value ($000) $336 Shares 2,226 Est. Cost $151.01 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $336 Shares 1,770 Est. Cost $201.75 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $333 Shares 3,440 Est. Cost $108.64 Unrealized
INTERPUBLIC GROUP COMPANIES INCORPORATED 0.1%
Value ($000) $332 Shares 8,927 Est. Cost $32.08 Unrealized 0.0%
MMM 3M COMPANY 0.1%
Value ($000) $328 Shares 3,118 Est. Cost $108.84 Unrealized -22.0%
ED CONSOLIDATED EDISON INCORPORATED 0.1%
Value ($000) $324 Shares 3,392 Est. Cost $68.08 Unrealized +24.6%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $316 Shares 9,773 Est. Cost $31.95 Unrealized
CWH CAMPING WORLD HLDGS INCORPORATED CLASS A 0.1%
Value ($000) $312 Shares 14,928 Est. Cost $22.22 Unrealized -6.1%
FDX FEDEX CORPORATION 0.1%
Value ($000) $311 Shares 1,360 Est. Cost $205.31 Unrealized -7.1%
NTAP NETAPP INCORPORATED 0.1%
Value ($000) $310 Shares 4,854 Est. Cost $78.05 Unrealized -22.5%
NYT NEW YORK TIMES COMPANY CLASS A 0.1%
Value ($000) $307 Shares 7,889 Est. Cost $35.63 Unrealized 0.0%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.1%
Value ($000) $304 Shares 608 Est. Cost $449.31 Unrealized 0.0%
WSO WATSCO INCORPORATED 0.1%
Value ($000) $303 Shares 951 Est. Cost $293.75 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $300 Shares 1,257 Est. Cost $245.96 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $300 Shares 1,912 Est. Cost $155.15 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $298 Shares 3,594 Est. Cost $74.68 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $296 Shares 6,741 Est. Cost $70.71 Unrealized
LEN LENNAR CORPORATION CLASS A 0.1%
Value ($000) $294 Shares 2,797 Est. Cost $92.73 Unrealized 0.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $293 Shares 4,736 Est. Cost $59.90 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $290 Shares 7,765 Est. Cost $43.85 Unrealized -7.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $288 Shares 3,068 Est. Cost $76.26 Unrealized 0.0%
SPGI S&P GLOBAL INCORPORATED 0.1%
Value ($000) $286 Shares 829 Est. Cost $323.49 Unrealized +6.2%
PIONEER NAT RES COMPANY 0.1%
Value ($000) $284 Shares 1,391 Est. Cost $188.46 Unrealized
BF/B BROWN FORMAN CORPORATION CLASS B 0.1%
Value ($000) $283 Shares 4,411 Est. Cost $61.10 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.1%
Value ($000) $282 Shares 1,701 Est. Cost $151.82 Unrealized +6.6%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $280 Shares 4,873 Est. Cost $55.02 Unrealized
EOG EOG RES INCORPORATED 0.1%
Value ($000) $278 Shares 2,422 Est. Cost $109.31 Unrealized 0.0%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value ($000) $277 Shares 10,391 Est. Cost $26.64 Unrealized 0.0%
CGNX COGNEX CORPORATION 0.1%
Value ($000) $276 Shares 5,569 Est. Cost $49.50 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $276 Shares 939 Est. Cost $307.34 Unrealized -12.0%
TROW PRICE T ROWE GROUP INCORPORATED 0.1%
Value ($000) $272 Shares 2,412 Est. Cost $99.51 Unrealized 0.0%
STE STERIS PLC SHS USD 0.1%
Value ($000) $271 Shares 1,414 Est. Cost $215.86 Unrealized -12.7%
RRC RANGE RES CORPORATION 0.1%
Value ($000) $270 Shares 10,206 Est. Cost $25.18 Unrealized 0.0%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $268 Shares 1,826 Est. Cost $146.46 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $266 Shares 1,263 Est. Cost $239.86 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $263 Shares 6,811 Est. Cost $29.49 Unrealized +15.9%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $261 Shares 9,479 Est. Cost $30.00 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.1%
Value ($000) $261 Shares 2,863 Est. Cost $72.72 Unrealized +12.8%
NSC NORFOLK SOUTHN CORPORATION 0.1%
Value ($000) $258 Shares 1,215 Est. Cost $238.60 Unrealized -9.2%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $257 Shares 1,346 Est. Cost $184.09 Unrealized -4.0%
IJS ISHARES TR SP SMCP600VL ETF 0.1%
Value ($000) $257 Shares 2,748 Est. Cost $91.33 Unrealized
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $256 Shares 2,460 Est. Cost $89.03 Unrealized +9.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $254 Shares 1,363 Est. Cost $150.61 Unrealized +12.0%
BALL BALL CORPORATION 0.1%
Value ($000) $254 Shares 4,609 Est. Cost $87.41 Unrealized -38.9%
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.1%
Value ($000) $251 Shares 2,062 Est. Cost $108.87 Unrealized 0.0%
IJJ ISHARES TR S&P MC 400VL ETF 0.1%
Value ($000) $249 Shares 2,424 Est. Cost $100.80 Unrealized
BK BANK NEW YORK MELLON CORPORATION 0.1%
Value ($000) $247 Shares 5,432 Est. Cost $48.98 Unrealized -8.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $246 Shares 6,084 Est. Cost $46.88 Unrealized
SRE SEMPRA 0.1%
Value ($000) $245 Shares 1,620 Est. Cost $55.46 Unrealized +25.8%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $244 Shares 6,983 Est. Cost $33.82 Unrealized 0.0%
SHOP SHOPIFY INCORPORATED CLASS A 0.1%
Value ($000) $242 Shares 5,040 Est. Cost $44.00 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $237 Shares 949 Est. Cost $313.54 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $236 Shares 1,460 Est. Cost $181.26 Unrealized -6.3%
WU WESTERN UN COMPANY 0.1%
Value ($000) $236 Shares 21,132 Est. Cost $11.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $235 Shares 2,528 Est. Cost $93.04 Unrealized
WSM WILLIAMS SONOMA INCORPORATED 0.1%
Value ($000) $235 Shares 1,928 Est. Cost $85.90 Unrealized -31.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $234 Shares 2,364 Est. Cost $107.83 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value ($000) $233 Shares 12,560 Est. Cost $19.05 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INCORPORATED. 0.1%
Value ($000) $233 Shares 4,985 Est. Cost $49.82 Unrealized -3.4%
ZTS ZOETIS INCORPORATED CLASS A 0.1%
Value ($000) $232 Shares 1,393 Est. Cost $159.02 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $231 Shares 2,219 Est. Cost $95.62 Unrealized +4.8%
OXY OCCIDENTAL PETE CORPORATION 0.1%
Value ($000) $231 Shares 3,704 Est. Cost $30.35 Unrealized +94.9%
VLUE ISHARES TR MSCI USA VALUE 0.1%
Value ($000) $231 Shares 2,494 Est. Cost $91.14 Unrealized
WPM WHEATON PRECIOUS METALS CORPORATION 0.1%
Value ($000) $231 Shares 4,792 Est. Cost $42.53 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORPORATION 0.1%
Value ($000) $228 Shares 2,901 Est. Cost $58.42 Unrealized +35.3%
XEL XCEL ENERGY INCORPORATED 0.1%
Value ($000) $225 Shares 3,331 Est. Cost $57.99 Unrealized +5.1%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.1%
Value ($000) $224 Shares 3,581 Est. Cost $55.02 Unrealized -0.2%
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A 0.1%
Value ($000) $223 Shares 904 Est. Cost $211.93 Unrealized +13.6%
SYNOVUS FINL CORPORATION COM NEW 0.1%
Value ($000) $219 Shares 7,112 Est. Cost $30.83 Unrealized
ACVA ACV AUCTIONS INCORPORATED COM CLASS A 0.1%
Value ($000) $216 Shares 16,758 Est. Cost $15.86 Unrealized -31.1%
COHR COHERENT CORPORATION 0.1%
Value ($000) $215 Shares 5,653 Est. Cost $34.78 Unrealized +17.0%
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $213 Shares 2,428 Est. Cost $81.16 Unrealized 0.0%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $210 Shares 6,637 Est. Cost $22.55 Unrealized +53.6%
IQV IQVIA HLDGS INCORPORATED 0.0%
Value ($000) $209 Shares 1,053 Est. Cost $202.82 Unrealized +5.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $209 Shares 2,522 Est. Cost $83.04 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value ($000) $205 Shares 6,879 Est. Cost $28.15 Unrealized -3.6%
EATON VANCE TAX-MANAGED DIVERS 0.0%
Value ($000) $163 Shares 13,946 Est. Cost $14.69 Unrealized
ECVT ECOVYST INCORPORATED 0.0%
Value ($000) $145 Shares 13,100 Est. Cost $10.94 Unrealized -5.5%
EATON VANCE TAX-MANAGED GLOBAL 0.0%
Value ($000) $99 Shares 12,714 Est. Cost $10.15 Unrealized
NRGV ENERGY VAULT HOLDINGS INCORPORATED 0.0%
Value ($000) $29 Shares 13,387 Est. Cost $3.41 Unrealized 0.0%
AGILE THERAPEUTICS INCORPORATED COM NEW 0.0%
Value ($000) $3 Shares 11,250 Est. Cost $0.22 Unrealized