Red Tortoise LLC Diversified Active

CIK: 0001910488 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

Total Value ($000): $149,245 (100.0% shares, 0.0% debt)

Holdings (549)

SCHF SCHWAB INTERNATIONAL EQUITY ETF 11.0%
Value ($000) $16,412 Shares 483,276 Est. Cost $29.66 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 8.0%
Value ($000) $11,941 Shares 377,044 Est. Cost $26.41 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 6.5%
Value ($000) $9,649 Shares 403,032 Est. Cost $23.07 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 4.8%
Value ($000) $7,208 Shares 129,844 Est. Cost $61.84 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.6%
Value ($000) $6,916 Shares 16,104 Est. Cost $364.16 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.0%
Value ($000) $5,937 Shares 92,259 Est. Cost $60.35 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 3.9%
Value ($000) $5,880 Shares 116,209 Est. Cost $48.46 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.5%
Value ($000) $5,218 Shares 39,597 Est. Cost $103.95 Unrealized
VTV VANGUARD VALUE ETF 3.3%
Value ($000) $4,938 Shares 35,801 Est. Cost $132.53 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.9%
Value ($000) $4,375 Shares 28,820 Est. Cost $135.97 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 2.8%
Value ($000) $4,176 Shares 87,209 Est. Cost $48.55 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 2.6%
Value ($000) $3,837 Shares 68,548 Est. Cost $48.37 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.4%
Value ($000) $3,520 Shares 71,071 Est. Cost $46.19 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.9%
Value ($000) $2,823 Shares 68,424 Est. Cost $36.72 Unrealized
SCHP SCHWAB US TIPS ETF 1.8%
Value ($000) $2,759 Shares 54,639 Est. Cost $51.77 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 1.4%
Value ($000) $2,081 Shares 44,274 Est. Cost $40.25 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.4%
Value ($000) $2,052 Shares 41,157 Est. Cost $48.84 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.3%
Value ($000) $2,000 Shares 8,512 Est. Cost $197.31 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.3%
Value ($000) $1,921 Shares 48,986 Est. Cost $39.48 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 1.1%
Value ($000) $1,697 Shares 64,726 Est. Cost $23.44 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $1,681 Shares 9,510 Est. Cost $173.63 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 1.1%
Value ($000) $1,650 Shares 37,894 Est. Cost $39.19 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $1,634 Shares 34,331 Est. Cost $45.13 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.1%
Value ($000) $1,567 Shares 35,846 Est. Cost $44.69 Unrealized
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 1.0%
Value ($000) $1,486 Shares 27,471 Est. Cost $50.54 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.9%
Value ($000) $1,327 Shares 50,738 Est. Cost $28.52 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,319 Shares 4,179 Est. Cost $277.11 Unrealized +17.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.9%
Value ($000) $1,281 Shares 12,394 Est. Cost $94.91 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.8%
Value ($000) $1,242 Shares 17,799 Est. Cost $73.63 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.8%
Value ($000) $1,238 Shares 13,170 Est. Cost $96.99 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.7%
Value ($000) $1,115 Shares 6,988 Est. Cost $153.75 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.7%
Value ($000) $1,071 Shares 23,000 Est. Cost $38.83 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,056 Shares 27,834 Est. Cost $34.98 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.7%
Value ($000) $996 Shares 17,857 Est. Cost $52.60 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value ($000) $955 Shares 16,586 Est. Cost $57.83 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $945 Shares 13,707 Est. Cost $56.25 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.6%
Value ($000) $920 Shares 43,225 Est. Cost $21.42 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $916 Shares 5,349 Est. Cost $144.64 Unrealized +25.4%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.6%
Value ($000) $890 Shares 20,130 Est. Cost $46.72 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.6%
Value ($000) $864 Shares 20,861 Est. Cost $42.33 Unrealized
FNDB SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF 0.6%
Value ($000) $833 Shares 15,128 Est. Cost $47.15 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.5%
Value ($000) $787 Shares 19,047 Est. Cost $41.28 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $771 Shares 14,871 Est. Cost $45.28 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $767 Shares 1,794 Est. Cost $356.98 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $628 Shares 8,676 Est. Cost $68.57 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.4%
Value ($000) $607 Shares 17,856 Est. Cost $31.59 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $576 Shares 4,398 Est. Cost $96.23 Unrealized +33.4%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $529 Shares 4,161 Est. Cost $125.72 Unrealized +6.6%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $509 Shares 4,538 Est. Cost $110.05 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.3%
Value ($000) $499 Shares 27,980 Est. Cost $16.34 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $484 Shares 5,303 Est. Cost $78.70 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $474 Shares 5,340 Est. Cost $99.56 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $455 Shares 4,293 Est. Cost $82.55 Unrealized +36.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.3%
Value ($000) $454 Shares 4,350 Est. Cost $96.29 Unrealized
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.3%
Value ($000) $429 Shares 7,281 Est. Cost $49.36 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $403 Shares 2,764 Est. Cost $127.72 Unrealized +12.8%
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $388 Shares 3,607 Est. Cost $112.61 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $374 Shares 2,840 Est. Cost $96.83 Unrealized +33.3%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.2%
Value ($000) $362 Shares 6,061 Est. Cost $48.18 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $358 Shares 7,307 Est. Cost $38.99 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $353 Shares 3,427 Est. Cost $102.90 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $336 Shares 2,165 Est. Cost $144.63 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $330 Shares 7,269 Est. Cost $51.06 Unrealized -8.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $312 Shares 6,477 Est. Cost $48.23 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $256 Shares 1,204 Est. Cost $179.85 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $247 Shares 2,996 Est. Cost $84.77 Unrealized
DFIV DFA INTERNATIONAL VALUE ETF 0.2%
Value ($000) $238 Shares 7,288 Est. Cost $25.84 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $220 Shares 816 Est. Cost $219.02 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $203 Shares 2,702 Est. Cost $80.08 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $200 Shares 891 Est. Cost $214.96 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $199 Shares 1,278 Est. Cost $151.55 Unrealized +1.1%
VONE VANGUARD RUSSELL 1000 ETF 0.1%
Value ($000) $193 Shares 993 Est. Cost $197.96 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $191 Shares 1,843 Est. Cost $106.46 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.1%
Value ($000) $189 Shares 3,893 Est. Cost $46.88 Unrealized
DFSI DFA INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $173 Shares 6,040 Est. Cost $30.17 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $162 Shares 2,874 Est. Cost $56.47 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $150 Shares 2,106 Est. Cost $73.97 Unrealized
DFAT DFA U.S. TARGETED VALUE ETF 0.1%
Value ($000) $145 Shares 3,175 Est. Cost $43.95 Unrealized
DFAS DFA U.S. SMALL CAP ETF 0.1%
Value ($000) $141 Shares 2,689 Est. Cost $51.14 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $137 Shares 1,014 Est. Cost $138.74 Unrealized
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $130 Shares 4,701 Est. Cost $26.62 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $127 Shares 1,572 Est. Cost $82.75 Unrealized -3.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $126 Shares 1,229 Est. Cost $104.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $118 Shares 338 Est. Cost $297.52 Unrealized +19.2%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $113 Shares 3,361 Est. Cost $32.39 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.1%
Value ($000) $113 Shares 2,250 Est. Cost $51.37 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $101 Shares 1,430 Est. Cost $75.37 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $97 Shares 6,770 Est. Cost $14.10 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $89 Shares 1,296 Est. Cost $58.50 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $85 Shares 683 Est. Cost $114.06 Unrealized +10.1%
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $79 Shares 704 Est. Cost $139.69 Unrealized -15.7%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.1%
Value ($000) $76 Shares 2,417 Est. Cost $30.69 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $70 Shares 438 Est. Cost $45.66 Unrealized +13.5%
AVGO BROADCOM INC COM 0.0%
Value ($000) $68 Shares 82 Est. Cost $47.61 Unrealized +76.4%
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.0%
Value ($000) $66 Shares 2,234 Est. Cost $26.90 Unrealized -0.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $65 Shares 313 Est. Cost $188.18 Unrealized +14.2%
DFSE DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.0%
Value ($000) $63 Shares 2,146 Est. Cost $30.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $57 Shares 237 Est. Cost $228.99 Unrealized +0.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $51 Shares 560 Est. Cost $113.14 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $50 Shares 163 Est. Cost $264.08 Unrealized +15.3%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $50 Shares 342 Est. Cost $118.98 Unrealized +19.6%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $49 Shares 420 Est. Cost $96.28 Unrealized +4.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $48 Shares 562 Est. Cost $83.63 Unrealized +0.3%
NKE NIKE INC CL B 0.0%
Value ($000) $48 Shares 502 Est. Cost $95.30 Unrealized +3.1%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $45 Shares 831 Est. Cost $41.47 Unrealized +21.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $42 Shares 170 Est. Cost $218.18 Unrealized +23.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $41 Shares 825 Est. Cost $44.00 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $38 Shares 682 Est. Cost $50.83 Unrealized +10.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $37 Shares 750 Est. Cost $47.86 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $34 Shares 612 Est. Cost $54.92 Unrealized +1.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $34 Shares 201 Est. Cost $151.33 Unrealized -3.7%
META META PLATFORMS INC CL A 0.0%
Value ($000) $32 Shares 108 Est. Cost $129.39 Unrealized +131.2%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $30 Shares 542 Est. Cost $38.88 Unrealized +37.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $28 Shares 197 Est. Cost $122.98 Unrealized +7.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $27 Shares 180 Est. Cost $106.44 Unrealized +24.6%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $27 Shares 473 Est. Cost $50.59 Unrealized -2.9%
PEP PEPSICO INC COM 0.0%
Value ($000) $26 Shares 153 Est. Cost $160.89 Unrealized +3.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $26 Shares 284 Est. Cost $87.55 Unrealized +5.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $26 Shares 251 Est. Cost $92.88 Unrealized +7.5%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $26 Shares 51 Est. Cost $500.41 Unrealized -6.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $26 Shares 99 Est. Cost $223.22 Unrealized +15.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $24 Shares 308 Est. Cost $73.46 Unrealized +5.9%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $23 Shares 204 Est. Cost $99.06 Unrealized +16.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $21 Shares 207 Est. Cost $90.72 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $21 Shares 592 Est. Cost $25.64 Unrealized +30.7%
EVRG EVERGY INC COM 0.0%
Value ($000) $21 Shares 411 Est. Cost $53.50 Unrealized -4.3%
RTX RTX CORPORATION COM 0.0%
Value ($000) $21 Shares 287 Est. Cost $87.65 Unrealized -7.3%
DHI D R HORTON INC COM 0.0%
Value ($000) $21 Shares 192 Est. Cost $77.70 Unrealized +50.6%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 625 Est. Cost $58.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $20 Shares 348 Est. Cost $54.35 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $19 Shares 476 Est. Cost $40.75 Unrealized -0.1%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $19 Shares 430 Est. Cost $30.06 Unrealized +38.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $18 Shares 225 Est. Cost $70.16 Unrealized +17.1%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $18 Shares 212 Est. Cost $87.15 Unrealized
T AT&T INC COM 0.0%
Value ($000) $18 Shares 1,166 Est. Cost $13.26 Unrealized -2.3%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $17 Shares 502 Est. Cost $34.70 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $17 Shares 198 Est. Cost $87.94 Unrealized -0.1%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $17 Shares 110 Est. Cost $145.07 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $17 Shares 2,574 Est. Cost $5.85 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $17 Shares 36 Est. Cost $337.92 Unrealized +38.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 214 Est. Cost $70.79 Unrealized -0.2%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $16 Shares 36 Est. Cost $33.83 Unrealized +32.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 129 Est. Cost $107.83 Unrealized +0.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $15 Shares 51 Est. Cost $281.19 Unrealized +7.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 149 Est. Cost $66.01 Unrealized +64.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $15 Shares 188 Est. Cost $82.46 Unrealized -2.6%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $15 Shares 40 Est. Cost $235.00 Unrealized +63.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $14 Shares 214 Est. Cost $55.69 Unrealized +19.2%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $14 Shares 528 Est. Cost $34.81 Unrealized -20.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $14 Shares 161 Est. Cost $83.96 Unrealized -0.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $14 Shares 79 Est. Cost $147.75 Unrealized +19.8%
IMVT IMMUNOVANT INC COM 0.0%
Value ($000) $13 Shares 350 Est. Cost $12.59 Unrealized +79.5%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $13 Shares 190 Est. Cost $75.30 Unrealized -11.6%
LIN LINDE PLC SHS 0.0%
Value ($000) $13 Shares 35 Est. Cost $322.30 Unrealized +14.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $13 Shares 736 Est. Cost $13.48 Unrealized +19.4%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $13 Shares 150 Est. Cost $36.78 Unrealized +14.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $12 Shares 27 Est. Cost $495.16 Unrealized -14.8%
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 423 Est. Cost $26.65 Unrealized +17.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $12 Shares 14 Est. Cost $503.62 Unrealized +48.9%
TSLA TESLA INC COM 0.0%
Value ($000) $12 Shares 47 Est. Cost $199.82 Unrealized +28.6%
IT GARTNER INC COM 0.0%
Value ($000) $12 Shares 34 Est. Cost $322.72 Unrealized +8.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $12 Shares 457 Est. Cost $29.92 Unrealized -18.2%
LKQ LKQ CORP COM 0.0%
Value ($000) $11 Shares 232 Est. Cost $48.50 Unrealized +2.8%
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $11 Shares 3,642 Est. Cost $3.22 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $11 Shares 72 Est. Cost $56.59 Unrealized +17.1%
AME AMETEK INC COM 0.0%
Value ($000) $11 Shares 73 Est. Cost $129.81 Unrealized +18.4%
EQT EQT CORP COM 0.0%
Value ($000) $11 Shares 265 Est. Cost $38.26 Unrealized +4.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $11 Shares 19 Est. Cost $78.16 Unrealized +46.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $11 Shares 28 Est. Cost $28.05 Unrealized +51.1%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $11 Shares 23 Est. Cost $313.01 Unrealized +43.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 173 Est. Cost $54.21 Unrealized +4.5%
VST VISTRA CORP COM 0.0%
Value ($000) $10 Shares 315 Est. Cost $22.01 Unrealized +32.9%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $10 Shares 257 Est. Cost $50.08 Unrealized -15.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 327 Est. Cost $30.38 Unrealized +1.2%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $10 Shares 147 Est. Cost $57.30 Unrealized +22.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $10 Shares 110 Est. Cost $94.56 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $10 Shares 299 Est. Cost $32.98 Unrealized -7.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 71 Est. Cost $138.81 Unrealized -3.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $205.00 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $166.28 Unrealized -3.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $10 Shares 85 Est. Cost $106.57 Unrealized +5.3%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $14.54 Unrealized +18.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $39.31 Unrealized +6.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $9 Shares 61 Est. Cost $127.99 Unrealized +4.8%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $199.04 Unrealized +39.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $388.17 Unrealized +28.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $9 Shares 39 Est. Cost $80.29 Unrealized +47.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $9 Shares 10 Est. Cost $53.77 Unrealized +16.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.19 Unrealized +12.8%
WU WESTERN UN CO COM 0.0%
Value ($000) $9 Shares 680 Est. Cost $11.73 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 47 Est. Cost $183.53 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $9 Shares 421 Est. Cost $21.27 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $9 Shares 44 Est. Cost $157.32 Unrealized +14.5%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $9 Shares 328 Est. Cost $23.75 Unrealized +7.9%
ANSYS INC COM 0.0%
Value ($000) $9 Shares 29 Est. Cost $241.59 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $159.86 Unrealized +46.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $8 Shares 342 Est. Cost $26.66 Unrealized -12.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 43 Est. Cost $155.95 Unrealized +18.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $199.04 Unrealized -1.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $8 Shares 38 Est. Cost $146.94 Unrealized +42.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $8 Shares 116 Est. Cost $58.01 Unrealized +15.9%
STT STATE STR CORP COM 0.0%
Value ($000) $8 Shares 119 Est. Cost $66.07 Unrealized -1.8%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $155.70 Unrealized +9.0%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $8 Shares 188 Est. Cost $47.61 Unrealized -12.3%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $139.59 Unrealized +42.9%
EQUITY COMWLTH COM SH BEN INT 0.0%
Value ($000) $8 Shares 423 Est. Cost $20.09 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $8 Shares 7 Est. Cost $1338.52 Unrealized -8.5%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $8 Shares 260 Est. Cost $33.17 Unrealized -12.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $8 Shares 3 Est. Cost $2416.82 Unrealized +3.8%
FISV FISERV INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $99.59 Unrealized +23.7%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $62.50 Unrealized +14.8%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $7 Shares 20 Est. Cost $369.40 Unrealized
SNEX STONEX GROUP INC COM 0.0%
Value ($000) $7 Shares 73 Est. Cost $41.62 Unrealized -0.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $7 Shares 95 Est. Cost $75.65 Unrealized +3.1%
FNB F N B CORP COM 0.0%
Value ($000) $7 Shares 654 Est. Cost $12.00 Unrealized -9.6%
EVANS BANCORP INC COM NEW 0.0%
Value ($000) $7 Shares 261 Est. Cost $24.93 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $7 Shares 765 Est. Cost $8.88 Unrealized +0.9%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $7 Shares 114 Est. Cost $56.73 Unrealized +1.7%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $7 Shares 621 Est. Cost $21.53 Unrealized -47.3%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.77 Unrealized 0.0%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $7 Shares 674 Est. Cost $11.28 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $7 Shares 163 Est. Cost $42.67 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $7 Shares 182 Est. Cost $32.24 Unrealized +31.2%
CMA COMERICA INC COM 0.0%
Value ($000) $7 Shares 161 Est. Cost $58.65 Unrealized -28.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $7 Shares 81 Est. Cost $59.61 Unrealized +31.1%
MTB M & T BK CORP COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $110.64 Unrealized +8.9%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $7 Shares 102 Est. Cost $56.98 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $141.33 Unrealized +41.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $426.55 Unrealized -2.7%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $6 Shares 446 Est. Cost $14.76 Unrealized -2.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 116 Est. Cost $58.10 Unrealized -6.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $212.11 Unrealized -1.6%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $169.52 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $245.25 Unrealized +9.9%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $130.53 Unrealized +15.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $114.21 Unrealized +19.7%
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $105.21 Unrealized +16.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $287.39 Unrealized +9.5%
FTV FORTIVE CORP COM 0.0%
Value ($000) $6 Shares 84 Est. Cost $47.79 Unrealized +19.1%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $6 Shares 288 Est. Cost $20.62 Unrealized +5.0%
INDEPENDENT BANK GROUP INC COM 0.0%
Value ($000) $6 Shares 155 Est. Cost $34.53 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $275.17 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $6 Shares 163 Est. Cost $37.30 Unrealized +5.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $6 Shares 55 Est. Cost $66.69 Unrealized +32.9%
CNO CNO FINL GROUP INC COM 0.0%
Value ($000) $6 Shares 255 Est. Cost $20.19 Unrealized +13.5%
CNX CNX RES CORP COM 0.0%
Value ($000) $6 Shares 266 Est. Cost $17.26 Unrealized +20.1%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $78.25 Unrealized -0.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $259.49 Unrealized +5.9%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $6 Shares 233 Est. Cost $30.26 Unrealized -14.7%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $69.90 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $6 Shares 103 Est. Cost $66.61 Unrealized -5.2%
BTU PEABODY ENGR CORP COM 0.0%
Value ($000) $6 Shares 226 Est. Cost $26.43 Unrealized -18.2%
RVTY REVVITY INC COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $133.52 Unrealized -12.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $59.69 Unrealized -7.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $71.81 Unrealized -18.6%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $6 Shares 262 Est. Cost $20.81 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $6 Shares 9 Est. Cost $420.33 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $52.12 Unrealized +8.8%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $6 Shares 146 Est. Cost $36.49 Unrealized -1.2%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $6 Shares 81 Est. Cost $77.07 Unrealized +4.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $6 Shares 94 Est. Cost $44.98 Unrealized +25.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 449 Est. Cost $10.07 Unrealized +10.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $6 Shares 169 Est. Cost $35.48 Unrealized -2.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $6 Shares 47 Est. Cost $118.34 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $101.99 Unrealized +7.9%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $6 Shares 69 Est. Cost $53.09 Unrealized +39.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $5 Shares 3 Est. Cost $29.88 Unrealized +30.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $5 Shares 147 Est. Cost $13.28 Unrealized +147.4%
STHO STAR HLDGS SHS BEN INT 0.0%
Value ($000) $5 Shares 436 Est. Cost $13.90 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $121.42 Unrealized -14.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $334.71 Unrealized +30.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 71 Est. Cost $25.00 Unrealized +19.6%
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 158 Est. Cost $37.86 Unrealized -19.2%
GDDY GODADDY INC CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $75.00 Unrealized -1.6%
GNTX GENTEX CORP COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $26.68 Unrealized +20.2%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $5 Shares 91 Est. Cost $60.44 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $28.73 Unrealized +6.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $5 Shares 138 Est. Cost $40.82 Unrealized -6.1%
SSRM SSR MINING IN COM 0.0%
Value ($000) $5 Shares 381 Est. Cost $15.13 Unrealized -4.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $541.10 Unrealized -2.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $328.87 Unrealized +16.2%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $127.81 Unrealized -5.2%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $5 Shares 301 Est. Cost $17.16 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $104.70 Unrealized +5.1%
PIONEER NAT RES CO COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $229.57 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $142.37 Unrealized +11.6%
BBY BEST BUY INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $63.23 Unrealized +8.6%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $105.53 Unrealized
GLOBAL MED REIT INC COM NEW 0.0%
Value ($000) $5 Shares 521 Est. Cost $9.48 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 469 Est. Cost $9.10 Unrealized +2.6%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $50.68 Unrealized +12.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $97.42 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 93 Est. Cost $59.57 Unrealized -17.8%
MAS MASCO CORP COM 0.0%
Value ($000) $4 Shares 83 Est. Cost $45.49 Unrealized +21.6%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $4 Shares 70 Est. Cost $62.30 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 97 Est. Cost $44.04 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $4 Shares 265 Est. Cost $14.48 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 73 Est. Cost $46.25 Unrealized +17.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 56 Est. Cost $77.52 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $4 Shares 139 Est. Cost $31.88 Unrealized -0.8%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $66.68 Unrealized +13.8%
VTR VENTAS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.54 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $321.54 Unrealized -1.9%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $97.46 Unrealized +2.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $211.01 Unrealized -17.1%
IEX IDEX CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $214.74 Unrealized -2.1%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $4 Shares 3 Est. Cost $1145.50 Unrealized +18.9%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $4 Shares 136 Est. Cost $30.31 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $4 Shares 167 Est. Cost $18.69 Unrealized +21.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $733.79 Unrealized +6.5%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $68.87 Unrealized +22.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $4 Shares 77 Est. Cost $56.09 Unrealized -4.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $22.64 Unrealized +18.4%
PCG PG&E CORP COM 0.0%
Value ($000) $4 Shares 249 Est. Cost $14.95 Unrealized +13.6%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $41.03 Unrealized +90.7%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $124.31 Unrealized +44.6%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $237.32 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $37.20 Unrealized +19.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $46.71 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.15 Unrealized +12.2%
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 190 Est. Cost $20.58 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $63.88 Unrealized +23.2%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $64.97 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $49.85 Unrealized +32.2%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $78.14 Unrealized +6.0%
BA BOEING CO COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $180.13 Unrealized +21.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $94.65 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $345.79 Unrealized +46.6%
DXCM DEXCOM INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $109.79 Unrealized +2.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.57 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $321.12 Unrealized +20.2%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $142.19 Unrealized -0.7%
MSCI MSCI INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $448.89 Unrealized +13.8%
RDN RADIAN GROUP INC COM 0.0%
Value ($000) $4 Shares 143 Est. Cost $17.56 Unrealized +39.8%
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $37.40 Unrealized -0.4%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $4 Shares 208 Est. Cost $15.82 Unrealized +13.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $4 Shares 106 Est. Cost $28.24 Unrealized +9.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $94.49 Unrealized +26.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 127 Est. Cost $31.23 Unrealized -13.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $51.53 Unrealized 0.0%
PETIQ INC COM CL A 0.0%
Value ($000) $3 Shares 176 Est. Cost $9.22 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $170.87 Unrealized +17.9%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $48.86 Unrealized -8.2%
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 96 Est. Cost $30.04 Unrealized +13.9%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.25 Unrealized +44.1%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $3 Shares 277 Est. Cost $24.33 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $202.82 Unrealized +7.1%
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $25.85 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $215.37 Unrealized +3.3%
COGT COGENT BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 342 Est. Cost $12.39 Unrealized -4.3%
NI NISOURCE INC COM 0.0%
Value ($000) $3 Shares 135 Est. Cost $24.88 Unrealized +0.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $228.84 Unrealized -7.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $110.41 Unrealized +4.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 198 Est. Cost $15.18 Unrealized +0.5%
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $708.60 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $3 Shares 152 Est. Cost $20.72 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $38.98 Unrealized +9.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $3 Shares 104 Est. Cost $30.62 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $45.99 Unrealized +71.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $3 Shares 96 Est. Cost $36.71 Unrealized -11.4%
GNW GENWORTH FINL INC COM CL A 0.0%
Value ($000) $3 Shares 538 Est. Cost $4.71 Unrealized +22.7%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $3 Shares 54 Est. Cost $63.65 Unrealized -1.1%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $247.78 Unrealized +5.2%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $3 Shares 54 Est. Cost $68.00 Unrealized -5.3%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $206.59 Unrealized +26.6%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $95.66 Unrealized +10.4%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $3 Shares 103 Est. Cost $26.97 Unrealized +0.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $225.48 Unrealized -2.3%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $168.50 Unrealized +14.2%
EFX EQUIFAX INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $178.71 Unrealized +12.3%
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $3 Shares 265 Est. Cost $16.21 Unrealized -28.7%
NDSN NORDSON CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $219.37 Unrealized +5.8%
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.15 Unrealized +6.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $81.21 Unrealized +20.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $27.36 Unrealized +66.9%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $30.09 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.96 Unrealized +0.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $94.06 Unrealized +9.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $108.30 Unrealized +32.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $112.86 Unrealized +10.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $192.85 Unrealized +10.7%
WSBC WESBANCO INC COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.05 Unrealized -0.2%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $59.85 Unrealized +12.2%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $3 Shares 94 Est. Cost $28.89 Unrealized +4.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $59.32 Unrealized +29.3%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 328 Est. Cost $4.96 Unrealized +77.3%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $104.18 Unrealized +14.0%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $481.46 Unrealized +7.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $3 Shares 91 Est. Cost $28.46 Unrealized
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $45.63 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $71.21 Unrealized +6.1%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $3 Shares 40 Est. Cost $46.45 Unrealized +29.5%
BWA BORGWARNER INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $32.56 Unrealized +25.9%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $70.51 Unrealized +41.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $98.66 Unrealized +1.8%
TKR TIMKEN CO COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $69.88 Unrealized +16.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $93.48 Unrealized +10.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $2 Shares 108 Est. Cost $24.81 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $2 Shares 25 Est. Cost $93.12 Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $24.91 Unrealized +37.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $35.03 Unrealized +4.0%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $2 Shares 215 Est. Cost $11.24 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $207.96 Unrealized -31.9%
HFWA HERITAGE FINL CORP WASH COM 0.0%
Value ($000) $2 Shares 149 Est. Cost $17.41 Unrealized +0.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $127.04 Unrealized +13.6%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $114.07 Unrealized +7.1%
DAWN DAY ONE BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 196 Est. Cost $20.51 Unrealized -36.4%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $39.21 Unrealized +11.7%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $2 Shares 12 Est. Cost $238.26 Unrealized -10.7%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $52.28 Unrealized -5.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.92 Unrealized +56.8%
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.77 Unrealized -0.3%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $244.80 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $49.51 Unrealized +6.5%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $103.05 Unrealized +10.3%
SEAGEN INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $128.55 Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $2 Shares 271 Est. Cost $7.10 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $2 Shares 44 Est. Cost $55.76 Unrealized -2.7%
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.59 Unrealized +34.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $2 Shares 43 Est. Cost $57.70 Unrealized +2.6%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 47 Est. Cost $46.84 Unrealized +1.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $34.36 Unrealized -1.9%
LII LENNOX INTL INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $236.32 Unrealized +49.2%
AES AES CORP COM 0.0%
Value ($000) $2 Shares 147 Est. Cost $23.57 Unrealized -27.9%
BMRC BANK MARIN BANCORP COM 0.0%
Value ($000) $2 Shares 122 Est. Cost $15.82 Unrealized +7.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.11 Unrealized +9.8%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $2 Shares 39 Est. Cost $56.54 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $80.98 Unrealized +14.6%
OSG AMBAC FINL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 180 Est. Cost $14.86 Unrealized -9.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $134.59 Unrealized +26.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.06 Unrealized +14.4%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.46 Unrealized +41.0%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $30.07 Unrealized -5.2%
FRPT FRESHPET INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $59.50 Unrealized +20.5%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $2 Shares 275 Est. Cost $7.61 Unrealized +31.2%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $105.94 Unrealized -9.1%
RWT REDWOOD TRUST INC COM 0.0%
Value ($000) $2 Shares 289 Est. Cost $6.76 Unrealized
LAUR LAUREATE EDUCATION INC COMMON STOCK 0.0%
Value ($000) $2 Shares 146 Est. Cost $10.80 Unrealized +24.4%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $137.82 Unrealized -4.7%
SLM SLM CORP COM 0.0%
Value ($000) $2 Shares 151 Est. Cost $15.22 Unrealized -1.2%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $27.32 Unrealized +28.4%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $82.44 Unrealized -9.4%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $18.58 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $90.32 Unrealized +13.0%
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT 0.0%
Value ($000) $2 Shares 692 Est. Cost $3.30 Unrealized
RLJ RLJ LODGING TR COM 0.0%
Value ($000) $2 Shares 204 Est. Cost $9.79 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $2 Shares 106 Est. Cost $20.01 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.75 Unrealized +10.8%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.94 Unrealized +13.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 19 Est. Cost $107.74 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $2 Shares 202 Est. Cost $9.85 Unrealized
FFWM FIRST FNDTN INC COM 0.0%
Value ($000) $2 Shares 319 Est. Cost $5.10 Unrealized +28.5%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $148.17 Unrealized +25.9%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 Shares 204 Est. Cost $10.13 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $246.25 Unrealized -5.2%
COOPER COS INC COM NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $330.67 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $44.00 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.61 Unrealized +25.2%
MAC MACERICH CO COM 0.0%
Value ($000) $2 Shares 171 Est. Cost $11.26 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $2 Shares 194 Est. Cost $9.61 Unrealized
CABO CABLE ONE INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $627.53 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 49 Est. Cost $33.48 Unrealized +16.5%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $289.43 Unrealized +49.4%
SRRK SCHOLAR ROCK HLDG CORP COM 0.0%
Value ($000) $2 Shares 256 Est. Cost $6.72 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $316.26 Unrealized -5.4%
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $62.28 Unrealized
KALV KALVISTA PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $7.46 Unrealized +36.9%
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $2 Shares 47 Est. Cost $29.97 Unrealized +6.0%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.73 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $41.90 Unrealized -13.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 106 Est. Cost $15.06 Unrealized +22.5%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $2 Shares 178 Est. Cost $9.80 Unrealized +13.2%
SANA SANA BIOTECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 437 Est. Cost $5.76 Unrealized -6.7%
ZNTL ZENTALIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $23.99 Unrealized +5.8%
TARO PHARMACEUTICAL INDS LTD SHS 0.0%
Value ($000) $2 Shares 44 Est. Cost $37.70 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $2 Shares 42 Est. Cost $39.40 Unrealized 0.0%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $2 Shares 49 Est. Cost $31.74 Unrealized +10.8%
MRNA MODERNA INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $111.55 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $12.90 Unrealized
CATALENT INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.00 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.89 Unrealized
REI RING ENERGY INC COM 0.0%
Value ($000) $2 Shares 839 Est. Cost $1.83 Unrealized +9.4%
ALXO ALX ONCOLOGY HLDGS INC COM 0.0%
Value ($000) $2 Shares 340 Est. Cost $6.47 Unrealized -16.1%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $104.32 Unrealized +14.5%
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $2 Shares 241 Est. Cost $6.65 Unrealized
GRAPHITE BIO INC COM 0.0%
Value ($000) $2 Shares 639 Est. Cost $2.48 Unrealized
MIRATI THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.56 Unrealized
ALLAKOS INC COM 0.0%
Value ($000) $2 Shares 686 Est. Cost $2.27 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $2 Shares 31 Est. Cost $49.73 Unrealized +8.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.38 Unrealized +19.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $95.52 Unrealized +16.4%
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $2 Shares 114 Est. Cost $13.30 Unrealized +0.5%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $2 Shares 129 Est. Cost $12.13 Unrealized 0.0%
BHR BRAEMAR HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 548 Est. Cost $2.77 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $207.24 Unrealized -20.7%
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $388.70 Unrealized +2.4%
STEM INC COM 0.0%
Value ($000) $2 Shares 355 Est. Cost $5.72 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $1 Shares 197 Est. Cost $9.77 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $40.52 Unrealized +14.3%
DEI DOUGLAS EMMETT INC COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $12.57 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1 Shares 25 Est. Cost $58.39 Unrealized 0.0%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $24.81 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $95.86 Unrealized -13.0%
JRVR JAMES RIV GROUP LTD COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $16.30 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $56.47 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $578.99 Unrealized +27.1%
CUBE CUBESMART COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $40.26 Unrealized
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 859 Est. Cost $2.83 Unrealized
THESEUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 536 Est. Cost $2.69 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $1 Shares 52,100 Est. Cost $34.81 Unrealized -20.1%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $30.76 Unrealized -5.8%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.41 Unrealized +56.5%
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.66 Unrealized -2.4%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $63.73 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $67.17 Unrealized -11.5%
OCEAN BIOMEDICAL INC COM 0.0%
Value ($000) $1 Shares 358 Est. Cost $3.90 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.30 Unrealized +6.0%
ANNX ANNEXON INC COM 0.0%
Value ($000) $1 Shares 583 Est. Cost $5.49 Unrealized -45.0%
ALLETE INC COM NEW 0.0%
Value ($000) $1 Shares 26 Est. Cost $64.46 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $41.41 Unrealized +66.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $116.67 Unrealized
XPO XPO INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $33.69 Unrealized +104.9%
NKTX NKARTA INC COM 0.0%
Value ($000) $1 Shares 906 Est. Cost $3.01 Unrealized -36.9%
MAT MATTEL INC COM 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.13 Unrealized +17.8%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $10.27 Unrealized +5.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $18.74 Unrealized +64.3%
ENOV COLFAX CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.61 Unrealized +12.9%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.10 Unrealized +56.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.15 Unrealized -0.9%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.47 Unrealized -7.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.83 Unrealized +5.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.95 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1 Shares 6 Est. Cost $116.28 Unrealized +16.1%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $1 Shares 62 Est. Cost $8.19 Unrealized +49.7%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.43 Unrealized +6.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.08 Unrealized +2.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 29 Est. Cost $10.06 Unrealized +47.4%
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.33 Unrealized
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.74 Unrealized +11.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.94 Unrealized -24.9%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 18 Est. Cost $27.07 Unrealized -37.4%
ENLV ENLIVEX THERAPEUTICS LTD COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $4.30 Unrealized -46.4%
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.53 Unrealized +1.0%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $0 Shares 2 Est. Cost $37.85 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.00 Unrealized
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.00 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $1.06 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