Red Tortoise LLC Diversified Active

CIK: 0001910488 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $159,224 (100.0% shares, 0.0% debt)

Holdings (547)

SCHF SCHWAB INTERNATIONAL EQUITY ETF 11.0%
Value ($000) $17,441 Shares 489,234 Est. Cost $29.66 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 7.6%
Value ($000) $12,085 Shares 374,254 Est. Cost $26.41 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 6.2%
Value ($000) $9,916 Shares 402,615 Est. Cost $23.07 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 4.7%
Value ($000) $7,515 Shares 118,295 Est. Cost $62.46 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.5%
Value ($000) $7,178 Shares 16,104 Est. Cost $364.16 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 4.3%
Value ($000) $6,814 Shares 63,846 Est. Cost $104.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.9%
Value ($000) $6,227 Shares 92,259 Est. Cost $60.35 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 3.8%
Value ($000) $6,032 Shares 115,184 Est. Cost $48.46 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.4%
Value ($000) $5,340 Shares 39,597 Est. Cost $103.95 Unrealized
VTV VANGUARD VALUE ETF 3.1%
Value ($000) $4,953 Shares 34,859 Est. Cost $132.39 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.9%
Value ($000) $4,549 Shares 28,820 Est. Cost $135.97 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 2.4%
Value ($000) $3,837 Shares 66,655 Est. Cost $48.15 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.3%
Value ($000) $3,662 Shares 71,071 Est. Cost $46.19 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.8%
Value ($000) $2,945 Shares 68,181 Est. Cost $36.72 Unrealized
SCHP SCHWAB US TIPS ETF 1.7%
Value ($000) $2,698 Shares 51,466 Est. Cost $51.84 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 1.6%
Value ($000) $2,525 Shares 52,543 Est. Cost $48.99 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.5%
Value ($000) $2,322 Shares 40,216 Est. Cost $57.83 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 1.4%
Value ($000) $2,179 Shares 44,274 Est. Cost $40.25 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.3%
Value ($000) $2,111 Shares 40,822 Est. Cost $48.84 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.3%
Value ($000) $2,075 Shares 8,512 Est. Cost $197.31 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 1.2%
Value ($000) $1,902 Shares 71,061 Est. Cost $23.44 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $1,782 Shares 9,518 Est. Cost $173.63 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 1.1%
Value ($000) $1,692 Shares 37,632 Est. Cost $39.19 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $1,649 Shares 35,699 Est. Cost $44.69 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $1,607 Shares 32,607 Est. Cost $45.00 Unrealized
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 1.0%
Value ($000) $1,528 Shares 27,336 Est. Cost $50.54 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,423 Shares 4,177 Est. Cost $277.11 Unrealized +10.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.8%
Value ($000) $1,312 Shares 12,370 Est. Cost $94.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $1,305 Shares 32,068 Est. Cost $39.62 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.8%
Value ($000) $1,282 Shares 17,643 Est. Cost $73.63 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.8%
Value ($000) $1,280 Shares 13,064 Est. Cost $96.99 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.8%
Value ($000) $1,248 Shares 41,740 Est. Cost $29.03 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.7%
Value ($000) $1,130 Shares 6,834 Est. Cost $153.62 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.7%
Value ($000) $1,116 Shares 23,167 Est. Cost $38.83 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,101 Shares 27,834 Est. Cost $34.98 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,045 Shares 5,385 Est. Cost $144.64 Unrealized +19.0%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.6%
Value ($000) $1,027 Shares 17,767 Est. Cost $52.60 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $994 Shares 13,707 Est. Cost $56.25 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.6%
Value ($000) $957 Shares 43,176 Est. Cost $21.42 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $940 Shares 2,122 Est. Cost $356.98 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.6%
Value ($000) $912 Shares 20,813 Est. Cost $42.33 Unrealized
FNDB SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF 0.5%
Value ($000) $855 Shares 15,062 Est. Cost $47.15 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.5%
Value ($000) $854 Shares 18,502 Est. Cost $46.93 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $805 Shares 14,787 Est. Cost $45.28 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.4%
Value ($000) $695 Shares 16,239 Est. Cost $41.28 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $667 Shares 8,643 Est. Cost $68.57 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.4%
Value ($000) $616 Shares 17,856 Est. Cost $31.59 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $551 Shares 4,533 Est. Cost $110.05 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $545 Shares 5,293 Est. Cost $99.56 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $541 Shares 4,152 Est. Cost $125.72 Unrealized -9.2%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $527 Shares 4,400 Est. Cost $96.23 Unrealized +18.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $512 Shares 5,303 Est. Cost $78.70 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.3%
Value ($000) $512 Shares 27,466 Est. Cost $16.31 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $510 Shares 4,280 Est. Cost $82.55 Unrealized +21.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.3%
Value ($000) $478 Shares 4,350 Est. Cost $96.29 Unrealized
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.3%
Value ($000) $445 Shares 7,281 Est. Cost $49.36 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $418 Shares 2,754 Est. Cost $127.72 Unrealized +10.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $414 Shares 2,549 Est. Cost $144.63 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $409 Shares 3,607 Est. Cost $112.61 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.2%
Value ($000) $378 Shares 6,061 Est. Cost $48.18 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $363 Shares 7,269 Est. Cost $51.06 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $358 Shares 7,307 Est. Cost $38.99 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $344 Shares 2,840 Est. Cost $96.83 Unrealized +18.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $264 Shares 1,199 Est. Cost $179.85 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $256 Shares 2,963 Est. Cost $84.79 Unrealized
DFIV DFA INTERNATIONAL VALUE ETF 0.2%
Value ($000) $239 Shares 7,288 Est. Cost $25.84 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $231 Shares 814 Est. Cost $219.02 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $216 Shares 891 Est. Cost $214.96 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $211 Shares 1,272 Est. Cost $151.55 Unrealized -1.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $205 Shares 2,716 Est. Cost $80.08 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $196 Shares 1,825 Est. Cost $106.46 Unrealized
DFSI DFA INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $183 Shares 6,006 Est. Cost $30.17 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.1%
Value ($000) $179 Shares 3,547 Est. Cost $46.72 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $169 Shares 2,874 Est. Cost $56.47 Unrealized
DFAT DFA U.S. TARGETED VALUE ETF 0.1%
Value ($000) $151 Shares 3,249 Est. Cost $43.95 Unrealized
DFAS DFA U.S. SMALL CAP ETF 0.1%
Value ($000) $150 Shares 2,735 Est. Cost $51.14 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $143 Shares 1,014 Est. Cost $138.74 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $137 Shares 1,558 Est. Cost $82.75 Unrealized +1.6%
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $134 Shares 4,684 Est. Cost $26.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $130 Shares 381 Est. Cost $297.52 Unrealized +9.7%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $120 Shares 3,361 Est. Cost $32.39 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value ($000) $116 Shares 2,232 Est. Cost $51.37 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $105 Shares 1,393 Est. Cost $75.28 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $103 Shares 1,421 Est. Cost $75.37 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $101 Shares 6,770 Est. Cost $14.10 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.1%
Value ($000) $99 Shares 490 Est. Cost $201.43 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $94 Shares 680 Est. Cost $114.06 Unrealized +12.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $91 Shares 1,296 Est. Cost $58.50 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $85 Shares 703 Est. Cost $139.69 Unrealized -10.5%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $78 Shares 2,417 Est. Cost $30.69 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $72 Shares 461 Est. Cost $45.66 Unrealized +7.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $71 Shares 82 Est. Cost $47.61 Unrealized +44.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $70 Shares 312 Est. Cost $188.18 Unrealized +5.1%
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.0%
Value ($000) $66 Shares 2,234 Est. Cost $26.90 Unrealized -17.8%
DFSE DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.0%
Value ($000) $65 Shares 2,122 Est. Cost $30.08 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $57 Shares 513 Est. Cost $95.30 Unrealized +16.8%
META META PLATFORMS INC CL A 0.0%
Value ($000) $54 Shares 189 Est. Cost $129.39 Unrealized +89.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $52 Shares 235 Est. Cost $228.99 Unrealized -11.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $52 Shares 170 Est. Cost $218.18 Unrealized +24.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $51 Shares 562 Est. Cost $83.63 Unrealized +4.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $50 Shares 163 Est. Cost $264.08 Unrealized +5.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $50 Shares 342 Est. Cost $118.98 Unrealized +9.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $47 Shares 902 Est. Cost $41.47 Unrealized +9.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $45 Shares 280 Est. Cost $135.34 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $45 Shares 420 Est. Cost $96.28 Unrealized +3.5%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $41 Shares 822 Est. Cost $44.00 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $39 Shares 750 Est. Cost $47.86 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $39 Shares 682 Est. Cost $50.83 Unrealized +18.6%
KO COCA COLA CO COM 0.0%
Value ($000) $37 Shares 612 Est. Cost $54.92 Unrealized +4.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $30 Shares 603 Est. Cost $49.49 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $30 Shares 160 Est. Cost $160.89 Unrealized +6.0%
MRK MERCK & CO INC COM 0.0%
Value ($000) $29 Shares 248 Est. Cost $92.80 Unrealized +12.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $28 Shares 284 Est. Cost $87.55 Unrealized +11.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $28 Shares 287 Est. Cost $87.65 Unrealized +5.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $27 Shares 308 Est. Cost $73.46 Unrealized +8.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $27 Shares 542 Est. Cost $38.88 Unrealized +9.4%
PFE PFIZER INC COM 0.0%
Value ($000) $27 Shares 726 Est. Cost $37.86 Unrealized -12.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $26 Shares 196 Est. Cost $122.98 Unrealized -4.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $26 Shares 99 Est. Cost $223.22 Unrealized +8.4%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $25 Shares 450 Est. Cost $56.08 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $25 Shares 204 Est. Cost $99.06 Unrealized +11.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $25 Shares 51 Est. Cost $500.41 Unrealized -7.1%
EVRG EVERGY INC COM 0.0%
Value ($000) $24 Shares 411 Est. Cost $53.50 Unrealized +0.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $153.23 Unrealized -6.5%
DHI D R HORTON INC COM 0.0%
Value ($000) $23 Shares 192 Est. Cost $77.70 Unrealized +37.2%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 125 Est. Cost $158.41 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $21 Shares 473 Est. Cost $50.59 Unrealized -23.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $21 Shares 180 Est. Cost $106.44 Unrealized +3.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $21 Shares 207 Est. Cost $90.72 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $20 Shares 225 Est. Cost $70.16 Unrealized +14.9%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $19 Shares 210 Est. Cost $87.15 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $19 Shares 592 Est. Cost $25.64 Unrealized +6.9%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $19 Shares 198 Est. Cost $87.94 Unrealized +2.8%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $19 Shares 502 Est. Cost $34.70 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $18 Shares 38 Est. Cost $337.92 Unrealized +20.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $18 Shares 430 Est. Cost $30.06 Unrealized +21.9%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $18 Shares 110 Est. Cost $145.07 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $17 Shares 149 Est. Cost $66.01 Unrealized +57.6%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 214 Est. Cost $70.79 Unrealized +2.5%
HD HOME DEPOT INC COM 0.0%
Value ($000) $16 Shares 53 Est. Cost $281.19 Unrealized -1.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $16 Shares 187 Est. Cost $82.46 Unrealized -5.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $16 Shares 423 Est. Cost $26.65 Unrealized +3.3%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $15 Shares 2,574 Est. Cost $5.85 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $15 Shares 79 Est. Cost $147.75 Unrealized +19.7%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $15 Shares 40 Est. Cost $235.00 Unrealized +51.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $15 Shares 526 Est. Cost $34.81 Unrealized -23.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $15 Shares 227 Est. Cost $55.69 Unrealized +6.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $14 Shares 314 Est. Cost $42.38 Unrealized +0.8%
LKQ LKQ CORP COM 0.0%
Value ($000) $14 Shares 232 Est. Cost $48.50 Unrealized +6.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $13 Shares 35 Est. Cost $322.30 Unrealized +9.5%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $13 Shares 150 Est. Cost $36.78 Unrealized +3.2%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $13 Shares 14 Est. Cost $503.62 Unrealized +34.2%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $12 Shares 109 Est. Cost $102.41 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $12 Shares 28 Est. Cost $28.05 Unrealized +31.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $12 Shares 27 Est. Cost $495.16 Unrealized -12.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $12 Shares 731 Est. Cost $13.48 Unrealized +5.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $12 Shares 457 Est. Cost $29.92 Unrealized -22.8%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $12 Shares 40 Est. Cost $245.25 Unrealized +11.4%
IT GARTNER INC COM 0.0%
Value ($000) $12 Shares 34 Est. Cost $322.72 Unrealized +0.9%
AME AMETEK INC COM 0.0%
Value ($000) $12 Shares 73 Est. Cost $129.81 Unrealized +10.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 114 Est. Cost $107.83 Unrealized -12.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $12 Shares 21 Est. Cost $78.16 Unrealized +27.9%
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $12 Shares 3,642 Est. Cost $3.22 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $11 Shares 265 Est. Cost $38.26 Unrealized -11.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $388.17 Unrealized +23.5%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $11 Shares 337 Est. Cost $30.38 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 293 Est. Cost $33.03 Unrealized +1.6%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $10 Shares 147 Est. Cost $57.30 Unrealized +9.2%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $10 Shares 23 Est. Cost $313.01 Unrealized +28.7%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $10 Shares 141 Est. Cost $67.17 Unrealized -1.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $10 Shares 39 Est. Cost $80.29 Unrealized +29.6%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 173 Est. Cost $54.21 Unrealized -6.6%
TSLA TESLA INC COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $186.31 Unrealized +7.3%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 71 Est. Cost $138.81 Unrealized -2.3%
NEM NEWMONT CORP COM 0.0%
Value ($000) $10 Shares 231 Est. Cost $40.82 Unrealized +3.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $100.19 Unrealized +12.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 220 Est. Cost $39.25 Unrealized +1.7%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $199.04 Unrealized +24.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $10 Shares 116 Est. Cost $82.04 Unrealized -2.6%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $10 Shares 257 Est. Cost $50.08 Unrealized -26.3%
ANSYS INC COM 0.0%
Value ($000) $10 Shares 29 Est. Cost $241.59 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 10 Est. Cost $53.77 Unrealized +13.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $10 Shares 85 Est. Cost $106.57 Unrealized -5.2%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $10 Shares 41 Est. Cost $238.26 Unrealized -4.4%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 47 Est. Cost $183.53 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $321.12 Unrealized +11.4%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $9 Shares 7 Est. Cost $1338.52 Unrealized +5.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $9 Shares 268 Est. Cost $31.23 Unrealized +0.5%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $9 Shares 72 Est. Cost $56.59 Unrealized +0.7%
WPC WP CAREY INC COM 0.0%
Value ($000) $9 Shares 132 Est. Cost $67.56 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $26.02 Unrealized +27.5%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $9 Shares 328 Est. Cost $23.75 Unrealized +1.7%
STT STATE STR CORP COM 0.0%
Value ($000) $9 Shares 119 Est. Cost $66.07 Unrealized -0.7%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $155.70 Unrealized +8.3%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $207.96 Unrealized -9.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $9 Shares 182 Est. Cost $32.24 Unrealized +11.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $167.74 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $8 Shares 116 Est. Cost $58.01 Unrealized +18.2%
FISV FISERV INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $99.59 Unrealized +18.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $159.86 Unrealized +36.1%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $8 Shares 962 Est. Cost $8.88 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $8 Shares 183 Est. Cost $46.94 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $62.50 Unrealized +14.2%
VST VISTRA CORP COM 0.0%
Value ($000) $8 Shares 315 Est. Cost $22.01 Unrealized +7.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 193 Est. Cost $40.83 Unrealized -7.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $104.27 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 44 Est. Cost $157.32 Unrealized +5.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $155.95 Unrealized +9.3%
WU WESTERN UN CO COM 0.0%
Value ($000) $8 Shares 684 Est. Cost $11.73 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $8 Shares 61 Est. Cost $127.99 Unrealized -5.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $212.11 Unrealized +14.8%
TG TREDEGAR CORP COM 0.0%
Value ($000) $8 Shares 1,193 Est. Cost $7.79 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $8 Shares 701 Est. Cost $21.53 Unrealized -43.8%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value ($000) $8 Shares 386 Est. Cost $20.26 Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $8 Shares 262 Est. Cost $33.17 Unrealized -4.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $75.65 Unrealized +2.5%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $87.73 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $8 Shares 38 Est. Cost $146.94 Unrealized +15.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $8 Shares 81 Est. Cost $77.07 Unrealized +12.8%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 674 Est. Cost $11.28 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $8 Shares 179 Est. Cost $58.65 Unrealized -40.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $7 Shares 446 Est. Cost $14.76 Unrealized -3.8%
FNB F N B CORP COM 0.0%
Value ($000) $7 Shares 654 Est. Cost $12.00 Unrealized -14.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $7 Shares 3 Est. Cost $2416.82 Unrealized +5.5%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $81.68 Unrealized -18.4%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $7 Shares 20 Est. Cost $369.40 Unrealized
EVANS BANCORP INC COM NEW 0.0%
Value ($000) $7 Shares 296 Est. Cost $24.93 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $426.55 Unrealized +1.2%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $7 Shares 427 Est. Cost $17.16 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $7 Shares 346 Est. Cost $20.62 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $78.25 Unrealized +1.4%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $139.59 Unrealized +14.3%
ROL ROLLINS INC COM 0.0%
Value ($000) $7 Shares 163 Est. Cost $37.30 Unrealized +5.3%
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $7 Shares 162 Est. Cost $42.67 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $141.33 Unrealized +23.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $7 Shares 449 Est. Cost $10.07 Unrealized +6.2%
KEZAR LIFE SCIENCES INC COM 0.0%
Value ($000) $7 Shares 2,746 Est. Cost $2.45 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $7 Shares 188 Est. Cost $47.61 Unrealized -28.4%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $7 Shares 103 Est. Cost $66.61 Unrealized +0.3%
IMVT IMMUNOVANT INC COM 0.0%
Value ($000) $7 Shares 350 Est. Cost $12.59 Unrealized +48.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $7 Shares 81 Est. Cost $59.61 Unrealized +21.9%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $7 Shares 123 Est. Cost $55.68 Unrealized -12.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $105.21 Unrealized +9.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $110.64 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $29.88 Unrealized +32.4%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $6 Shares 114 Est. Cost $56.73 Unrealized -9.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $59.69 Unrealized +1.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $275.17 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $133.52 Unrealized -8.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $259.49 Unrealized +2.2%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $6 Shares 425 Est. Cost $14.54 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $6 Shares 84 Est. Cost $47.79 Unrealized +4.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $52.12 Unrealized +9.6%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $130.53 Unrealized +8.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $6 Shares 101 Est. Cost $56.98 Unrealized
SNEX STONEX GROUP INC COM 0.0%
Value ($000) $6 Shares 73 Est. Cost $41.62 Unrealized -3.5%
CNO CNO FINL GROUP INC COM 0.0%
Value ($000) $6 Shares 255 Est. Cost $20.19 Unrealized +4.5%
SAFE SAFEHOLD INC COM 0.0%
Value ($000) $6 Shares 254 Est. Cost $23.73 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $71.81 Unrealized -29.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $334.71 Unrealized +16.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $97.84 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $420.33 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $6 Shares 169 Est. Cost $28.73 Unrealized +5.9%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $287.39 Unrealized +0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $142.37 Unrealized +9.7%
BBY BEST BUY INC COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $63.23 Unrealized +3.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $5 Shares 146 Est. Cost $36.49 Unrealized -12.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $5 Shares 262 Est. Cost $20.81 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $66.68 Unrealized +27.3%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $114.21 Unrealized +8.7%
SSRM SSR MINING IN COM 0.0%
Value ($000) $5 Shares 381 Est. Cost $15.13 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $199.93 Unrealized -5.0%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $5 Shares 233 Est. Cost $30.26 Unrealized -26.6%
INDEPENDENT BANK GROUP INC COM 0.0%
Value ($000) $5 Shares 155 Est. Cost $34.53 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $104.70 Unrealized +3.6%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $44.98 Unrealized +11.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $50.68 Unrealized +12.2%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $5 Shares 70 Est. Cost $59.79 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $75.00 Unrealized -1.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $121.42 Unrealized -12.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $541.10 Unrealized -1.1%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $5 Shares 69 Est. Cost $53.09 Unrealized +29.5%
DXCM DEXCOM INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.79 Unrealized +10.2%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $25.00 Unrealized +8.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $328.87 Unrealized +12.2%
BTU PEABODY ENGR CORP COM 0.0%
Value ($000) $5 Shares 226 Est. Cost $26.43 Unrealized -19.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 126 Est. Cost $35.76 Unrealized -6.0%
MAS MASCO CORP COM 0.0%
Value ($000) $5 Shares 83 Est. Cost $45.49 Unrealized +9.7%
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 1,683 Est. Cost $2.83 Unrealized
GLOBAL MED REIT INC COM NEW 0.0%
Value ($000) $5 Shares 521 Est. Cost $9.48 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $5 Shares 791 Est. Cost $6.93 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $105.55 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $5 Shares 139 Est. Cost $31.88 Unrealized -9.6%
CNX CNX RES CORP COM 0.0%
Value ($000) $5 Shares 266 Est. Cost $17.26 Unrealized -6.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $211.01 Unrealized -14.3%
GNTX GENTEX CORP COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $26.68 Unrealized +3.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 469 Est. Cost $9.10 Unrealized -6.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $5 Shares 52 Est. Cost $84.81 Unrealized +0.4%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 93 Est. Cost $59.57 Unrealized -12.5%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $68.87 Unrealized +8.1%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $30.76 Unrealized +1.4%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $56.09 Unrealized -1.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.46 Unrealized -1.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $63.88 Unrealized +15.6%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $124.31 Unrealized +26.5%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $49.85 Unrealized +21.9%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $78.14 Unrealized -1.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $77.52 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $168.86 Unrealized -0.0%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $4 Shares 136 Est. Cost $30.31 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $22.64 Unrealized +13.4%
IEX IDEX CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.74 Unrealized -5.6%
PCG PG&E CORP COM 0.0%
Value ($000) $4 Shares 249 Est. Cost $14.95 Unrealized +12.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $4 Shares 167 Est. Cost $18.69 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $29.94 Unrealized +38.5%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $41.03 Unrealized +61.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $321.54 Unrealized -4.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $170.48 Unrealized -9.0%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $70.51 Unrealized +43.4%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $215.37 Unrealized +13.8%
COGT COGENT BIOSCIENCES INC COM 0.0%
Value ($000) $4 Shares 342 Est. Cost $12.39 Unrealized -7.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $98.66 Unrealized +2.8%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $142.19 Unrealized -3.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $94.65 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $46.71 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $79.26 Unrealized +0.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $96.97 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $37.40 Unrealized +0.1%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $4 Shares 208 Est. Cost $15.82 Unrealized +3.9%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $4 Shares 3 Est. Cost $1145.50 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $202.82 Unrealized -1.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $178.71 Unrealized +15.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $207.24 Unrealized -2.3%
ARMOUR RESIDENTIAL REIT INC COM NEW 0.0%
Value ($000) $4 Shares 701 Est. Cost $5.33 Unrealized
QUOTIENT TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 971 Est. Cost $3.43 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $4 Shares 135 Est. Cost $24.88 Unrealized +2.5%
L LOEWS CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.15 Unrealized +4.1%
LMND LEMONADE INC COM 0.0%
Value ($000) $4 Shares 217 Est. Cost $15.65 Unrealized 0.0%
ALLETE INC COM NEW 0.0%
Value ($000) $4 Shares 63 Est. Cost $64.46 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $4 Shares 147 Est. Cost $13.28 Unrealized +28.8%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $112.86 Unrealized +17.6%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $4 Shares 470 Est. Cost $9.76 Unrealized
RDN RADIAN GROUP INC COM 0.0%
Value ($000) $4 Shares 143 Est. Cost $17.56 Unrealized +28.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $4 Shares 54 Est. Cost $63.65 Unrealized -5.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $48.86 Unrealized -3.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $733.79 Unrealized +4.5%
LIFE STORAGE INC COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $98.52 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 73 Est. Cost $46.25 Unrealized -3.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $3 Shares 106 Est. Cost $28.24 Unrealized -5.2%
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $708.60 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 198 Est. Cost $15.18 Unrealized -2.6%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $110.41 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $45.99 Unrealized +45.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $170.87 Unrealized +6.7%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $25.85 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $3 Shares 30 Est. Cost $48.38 Unrealized +65.0%
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $448.89 Unrealized +5.4%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $345.79 Unrealized +19.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $38.98 Unrealized +8.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $94.49 Unrealized +10.7%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $3 Shares 103 Est. Cost $26.97 Unrealized +2.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $228.84 Unrealized -10.6%
NDSN NORDSON CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $219.37 Unrealized -1.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $81.21 Unrealized +19.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $3 Shares 96 Est. Cost $36.71 Unrealized -22.6%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $94.06 Unrealized +2.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.01 Unrealized +17.9%
TKR TIMKEN CO COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $69.88 Unrealized +12.8%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $3 Shares 186 Est. Cost $29.44 Unrealized -52.5%
BWA BORGWARNER INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $32.56 Unrealized +21.8%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $247.78 Unrealized -13.3%
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $3 Shares 265 Est. Cost $16.21 Unrealized -37.8%
AES AES CORP COM 0.0%
Value ($000) $3 Shares 147 Est. Cost $23.57 Unrealized -17.2%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $192.85 Unrealized +2.2%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $104.18 Unrealized +6.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $71.21 Unrealized +14.8%
BA BOEING CO COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $163.57 Unrealized +27.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $108.30 Unrealized +20.7%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $59.85 Unrealized +12.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $3 Shares 43 Est. Cost $57.70 Unrealized +1.7%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.25 Unrealized +13.9%
WSBC WESBANCO INC COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.05 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $93.96 Unrealized +4.2%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $168.50 Unrealized +18.1%
BALL BALL CORP COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $49.51 Unrealized +5.5%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 328 Est. Cost $4.96 Unrealized +31.4%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $30.09 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $481.46 Unrealized +12.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $206.59 Unrealized +3.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.96 Unrealized -15.2%
GNW GENWORTH FINL INC COM CL A 0.0%
Value ($000) $3 Shares 538 Est. Cost $4.71 Unrealized +16.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $27.36 Unrealized +35.8%
PETIQ INC COM CL A 0.0%
Value ($000) $3 Shares 176 Est. Cost $9.22 Unrealized
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $3 Shares 47 Est. Cost $46.84 Unrealized +9.6%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $93.48 Unrealized +1.0%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $3 Shares 40 Est. Cost $46.45 Unrealized +22.3%
T AT&T INC COM 0.0%
Value ($000) $3 Shares 165 Est. Cost $15.11 Unrealized -2.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $35.03 Unrealized +4.4%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $95.66 Unrealized -2.6%
SANA SANA BIOTECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 437 Est. Cost $5.76 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $127.04 Unrealized +9.0%
NANOSTRING TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 641 Est. Cost $4.05 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.15 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $59.32 Unrealized +12.1%
LUCID GROUP INC COM 0.0%
Value ($000) $3 Shares 375 Est. Cost $6.86 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $34.36 Unrealized +2.4%
OSG AMBAC FINL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 180 Est. Cost $14.86 Unrealized -1.5%
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $93.12 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.94 Unrealized -3.2%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $103.05 Unrealized +24.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $121.11 Unrealized +8.7%
TRU TRANSUNION COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $57.59 Unrealized +18.5%
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $45.63 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $95.86 Unrealized -3.5%
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $24.91 Unrealized +17.1%
SLM SLM CORP COM 0.0%
Value ($000) $2 Shares 151 Est. Cost $15.22 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $244.80 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $137.82 Unrealized -1.8%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.77 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $2 Shares 215 Est. Cost $11.24 Unrealized
HFWA HERITAGE FINL CORP WASH COM 0.0%
Value ($000) $2 Shares 149 Est. Cost $17.41 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.46 Unrealized +29.2%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 222 Est. Cost $9.83 Unrealized
ALXO ALX ONCOLOGY HLDGS INC COM 0.0%
Value ($000) $2 Shares 316 Est. Cost $6.55 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $258.51 Unrealized +8.5%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $246.25 Unrealized +16.4%
ZNTL ZENTALIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $23.99 Unrealized 0.0%
DAWN DAY ONE BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 196 Est. Cost $20.51 Unrealized -36.3%
TRITON INTL LTD CL A 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.37 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $52.28 Unrealized -17.6%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $82.44 Unrealized -12.3%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 106 Est. Cost $15.06 Unrealized +1.7%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $30.07 Unrealized 0.0%
COOPER COS INC COM NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $330.67 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.92 Unrealized +27.8%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $2 Shares 692 Est. Cost $3.30 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $148.17 Unrealized +33.7%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $39.13 Unrealized +9.7%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $123.22 Unrealized -16.1%
MFA MFA FINL INC COM 0.0%
Value ($000) $2 Shares 202 Est. Cost $9.85 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $316.26 Unrealized -8.6%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.23 Unrealized -4.0%
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $2 Shares 44 Est. Cost $55.76 Unrealized -6.1%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $44.00 Unrealized
BMRC BANK MARIN BANCORP COM 0.0%
Value ($000) $2 Shares 122 Est. Cost $15.82 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.32 Unrealized +6.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $65.44 Unrealized -21.3%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $2 Shares 106 Est. Cost $20.01 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $128.55 Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $59.50 Unrealized +10.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 Shares 204 Est. Cost $10.13 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $2 Shares 275 Est. Cost $7.61 Unrealized -8.0%
ANNX ANNEXON INC COM 0.0%
Value ($000) $2 Shares 583 Est. Cost $5.49 Unrealized -20.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 19 Est. Cost $107.74 Unrealized
STEM INC COM 0.0%
Value ($000) $2 Shares 355 Est. Cost $5.72 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.07 Unrealized -6.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $80.98 Unrealized -7.4%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.73 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $134.59 Unrealized +7.6%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $104.32 Unrealized +22.8%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.75 Unrealized +4.3%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $18.58 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 49 Est. Cost $33.48 Unrealized +9.8%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.0%
Value ($000) $2 Shares 290 Est. Cost $5.93 Unrealized
LII LENNOX INTL INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $236.32 Unrealized +16.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 29 Est. Cost $61.84 Unrealized +1.0%
MAC MACERICH CO COM 0.0%
Value ($000) $2 Shares 171 Est. Cost $11.26 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $228.13 Unrealized -8.5%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.94 Unrealized +3.9%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $41.90 Unrealized -12.8%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $27.32 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.38 Unrealized +36.4%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $44.06 Unrealized +3.2%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.61 Unrealized 0.0%
RWT REDWOOD TRUST INC COM 0.0%
Value ($000) $2 Shares 289 Est. Cost $6.76 Unrealized
GENERATION BIO CO COM 0.0%
Value ($000) $2 Shares 332 Est. Cost $5.50 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.89 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.06 Unrealized -1.6%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.95 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $2 Shares 178 Est. Cost $9.80 Unrealized -5.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $27.45 Unrealized +23.7%
INTC INTEL CORP COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $26.65 Unrealized +15.3%
LAUR LAUREATE EDUCATION INC COMMON STOCK 0.0%
Value ($000) $2 Shares 146 Est. Cost $10.80 Unrealized +11.0%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $2 Shares 49 Est. Cost $31.74 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $49.73 Unrealized +8.4%
RLMD RELMADA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 690 Est. Cost $2.76 Unrealized 0.0%
CUBE CUBESMART COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.26 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.47 Unrealized
KALV KALVISTA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $7.46 Unrealized +23.6%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $2 Shares 948 Est. Cost $2.30 Unrealized
IVR INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $2 Shares 146 Est. Cost $12.48 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $388.70 Unrealized -5.4%
DNUT KRISPY KREME INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $12.57 Unrealized +15.8%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $289.43 Unrealized +28.4%
AVIR ATEA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 426 Est. Cost $3.74 Unrealized 0.0%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $2 Shares 114 Est. Cost $10.02 Unrealized +6.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $95.52 Unrealized +9.6%
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $12.44 Unrealized 0.0%
ADICET BIO INC COM 0.0%
Value ($000) $2 Shares 649 Est. Cost $2.43 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $578.99 Unrealized +19.6%
CATALENT INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.00 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $73.64 Unrealized -4.9%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $40.52 Unrealized +11.7%
BAND BANDWIDTH INC COM CL A 0.0%
Value ($000) $2 Shares 112 Est. Cost $18.19 Unrealized -30.7%
CGEM CULLINAN ONCOLOGY INC COM 0.0%
Value ($000) $2 Shares 140 Est. Cost $10.62 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $1 Shares 52,100 Est. Cost $34.81 Unrealized -23.5%
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.66 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.30 Unrealized +3.9%
DEI DOUGLAS EMMETT INC COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $12.57 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.81 Unrealized -1.5%
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $1 Shares 114 Est. Cost $13.30 Unrealized -5.5%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $1 Shares 47 Est. Cost $29.97 Unrealized -4.3%
REI RING ENERGY INC COM 0.0%
Value ($000) $1 Shares 839 Est. Cost $1.83 Unrealized 0.0%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 593 Est. Cost $3.45 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.41 Unrealized +41.6%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $116.67 Unrealized
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $1 Shares 345 Est. Cost $5.33 Unrealized +0.9%
RNAM AVIDITY BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 123 Est. Cost $12.54 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $10.27 Unrealized +1.6%
FFWM FIRST FNDTN INC COM 0.0%
Value ($000) $1 Shares 319 Est. Cost $5.10 Unrealized 0.0%
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $41.41 Unrealized +45.2%
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $57.10 Unrealized +33.0%
ENOV COLFAX CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.61 Unrealized +10.3%
MAT MATTEL INC COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.13 Unrealized -0.4%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.10 Unrealized +39.9%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $18.74 Unrealized +53.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.15 Unrealized +3.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.83 Unrealized +10.6%
XPO XPO INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $33.69 Unrealized +34.4%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1 Shares 6 Est. Cost $116.28 Unrealized +18.5%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.47 Unrealized -16.2%
NKTX NKARTA INC COM 0.0%
Value ($000) $1 Shares 402 Est. Cost $4.40 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.08 Unrealized +11.8%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $1 Shares 62 Est. Cost $8.19 Unrealized +17.1%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.43 Unrealized 0.0%
IAC IAC INC COM NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $39.56 Unrealized +15.8%
ENLV ENLIVEX THERAPEUTICS LTD COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $4.30 Unrealized -35.3%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.07 Unrealized -9.6%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.74 Unrealized +13.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 29 Est. Cost $10.06 Unrealized +34.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.94 Unrealized -25.2%
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.53 Unrealized +2.0%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.40 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $1.06 Unrealized
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.00 Unrealized
DRAGONFLY ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $12.00 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.47 Unrealized