Global Wealth Strategies & Associates Diversified Active

CIK: 0001912297 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: Jan 17, 2023

Total Value ($000): $172,282 (100.0% shares, 0.0% debt)

Holdings (340)

VOO VANGUARD S&P 500 ETF 23.9%
Value ($000) $41,125 Shares 117,052 Est. Cost $351.34 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 10.1%
Value ($000) $17,417 Shares 282,554 Est. Cost $61.64 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 5.2%
Value ($000) $8,960 Shares 59,006 Est. Cost $151.85 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 5.1%
Value ($000) $8,744 Shares 121,280 Est. Cost $72.10 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 4.2%
Value ($000) $7,159 Shares 315,108 Est. Cost $22.72 Unrealized
VTV VANGUARD VALUE ETF 3.7%
Value ($000) $6,334 Shares 45,121 Est. Cost $140.37 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 3.3%
Value ($000) $5,632 Shares 105,991 Est. Cost $53.14 Unrealized
QQQ INVESCO QQQ TRUST 3.3%
Value ($000) $5,616 Shares 21,091 Est. Cost $266.28 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 3.2%
Value ($000) $5,500 Shares 65,667 Est. Cost $83.76 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3.1%
Value ($000) $5,373 Shares 115,048 Est. Cost $46.70 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 3.1%
Value ($000) $5,371 Shares 74,765 Est. Cost $71.84 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 3.0%
Value ($000) $5,083 Shares 103,501 Est. Cost $49.11 Unrealized
WTPI WISDOMTREE PUTWRITE STRATEGY FUND 2.4%
Value ($000) $4,158 Shares 138,447 Est. Cost $30.03 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 2.4%
Value ($000) $4,092 Shares 157,065 Est. Cost $26.05 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2.4%
Value ($000) $4,058 Shares 132,905 Est. Cost $30.53 Unrealized
IAU ISHARES GOLD TRUST 2.2%
Value ($000) $3,796 Shares 109,740 Est. Cost $34.59 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.1%
Value ($000) $3,611 Shares 47,971 Est. Cost $75.28 Unrealized
TIP ISHARES TIPS BOND ETF 2.0%
Value ($000) $3,488 Shares 32,770 Est. Cost $106.44 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 1.8%
Value ($000) $3,178 Shares 36,329 Est. Cost $87.47 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.8%
Value ($000) $3,109 Shares 29,462 Est. Cost $105.52 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.4%
Value ($000) $2,405 Shares 32,259 Est. Cost $74.55 Unrealized
OEF ISHARES S&P 100 ETF 1.0%
Value ($000) $1,720 Shares 10,083 Est. Cost $170.57 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.9%
Value ($000) $1,467 Shares 72,764 Est. Cost $20.16 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.8%
Value ($000) $1,452 Shares 30,897 Est. Cost $46.98 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.8%
Value ($000) $1,348 Shares 29,606 Est. Cost $45.52 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $990 Shares 4,128 Est. Cost $234.05 Unrealized 0.0%
AAPL APPLE INC COM 0.5%
Value ($000) $850 Shares 6,545 Est. Cost $140.70 Unrealized 0.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $710 Shares 2,936 Est. Cost $241.89 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.4%
Value ($000) $668 Shares 7,990 Est. Cost $83.60 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $389 Shares 2,744 Est. Cost $45.66 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $363 Shares 1,691 Est. Cost $214.52 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $353 Shares 1,423 Est. Cost $248.05 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $304 Shares 8,895 Est. Cost $34.20 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $284 Shares 3,380 Est. Cost $98.78 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $274 Shares 1,300 Est. Cost $210.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $267 Shares 1,397 Est. Cost $191.20 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $261 Shares 537 Est. Cost $426.55 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $243 Shares 663 Est. Cost $345.79 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $210 Shares 1,843 Est. Cost $113.96 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $202 Shares 640 Est. Cost $281.19 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $193 Shares 1,550 Est. Cost $124.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $148 Shares 1,050 Est. Cost $123.05 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $147 Shares 1,003 Est. Cost $14.65 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $146 Shares 2,856 Est. Cost $40.19 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $142 Shares 371 Est. Cost $382.43 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $140 Shares 795 Est. Cost $157.06 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $137 Shares 512 Est. Cost $264.08 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $121 Shares 1,373 Est. Cost $94.32 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $120 Shares 387 Est. Cost $296.98 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $118 Shares 954 Est. Cost $189.34 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $116 Shares 766 Est. Cost $129.79 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $110 Shares 598 Est. Cost $183.54 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $107 Shares 973 Est. Cost $96.28 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $106 Shares 494 Est. Cost $214.24 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $105 Shares 2,765 Est. Cost $33.48 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $105 Shares 273 Est. Cost $384.21 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $93 Shares 435 Est. Cost $178.76 Unrealized 0.0%
BA BOEING CO COM 0.1%
Value ($000) $91 Shares 478 Est. Cost $163.57 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $89 Shares 164 Est. Cost $495.16 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $84 Shares 2,147 Est. Cost $38.98 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $81 Shares 984 Est. Cost $82.48 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $80 Shares 1,446 Est. Cost $55.56 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $78 Shares 829 Est. Cost $94.64 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $74 Shares 1,160 Est. Cost $54.92 Unrealized 0.0%
NTAP NETAPP INC COM 0.0%
Value ($000) $72 Shares 1,204 Est. Cost $61.60 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $71 Shares 526 Est. Cost $117.65 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $69 Shares 780 Est. Cost $94.73 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $68 Shares 3,695 Est. Cost $15.11 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $68 Shares 418 Est. Cost $137.22 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $63 Shares 1,003 Est. Cost $64.70 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $57 Shares 194 Est. Cost $28.05 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $54 Shares 530 Est. Cost $81.30 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $53 Shares 1,183 Est. Cost $45.16 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $53 Shares 829 Est. Cost $52.23 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $49 Shares 107 Est. Cost $468.77 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $47 Shares 141 Est. Cost $298.87 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $46 Shares 416 Est. Cost $105.40 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $46 Shares 256 Est. Cost $153.23 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $42 Shares 1,393 Est. Cost $10.27 Unrealized 0.0%
META META PLATFORMS INC CL A 0.0%
Value ($000) $42 Shares 345 Est. Cost $116.61 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $40 Shares 272 Est. Cost $142.37 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $39 Shares 400 Est. Cost $93.28 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $39 Shares 382 Est. Cost $87.65 Unrealized 0.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $37 Shares 565 Est. Cost $65.86 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $37 Shares 116 Est. Cost $319.41 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $36 Shares 26 Est. Cost $29.88 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $35 Shares 134 Est. Cost $245.25 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $33 Shares 317 Est. Cost $84.81 Unrealized 0.0%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $31 Shares 3,004 Est. Cost $10.38 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $31 Shares 575 Est. Cost $53.44 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $30 Shares 640 Est. Cost $47.34 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 429 Est. Cost $70.50 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 377 Est. Cost $77.68 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $29 Shares 181 Est. Cost $158.80 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $28 Shares 133 Est. Cost $213.11 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $27 Shares 181 Est. Cost $140.92 Unrealized 0.0%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $26 Shares 403 Est. Cost $65.74 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $26 Shares 411 Est. Cost $64.35 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $26 Shares 125 Est. Cost $196.98 Unrealized 0.0%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $25 Shares 630 Est. Cost $41.07 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $25 Shares 72 Est. Cost $323.40 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $24 Shares 922 Est. Cost $26.65 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $22 Shares 190 Est. Cost $109.40 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $22 Shares 93 Est. Cost $228.99 Unrealized 0.0%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $22 Shares 1,515 Est. Cost $15.08 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $20 Shares 446 Est. Cost $41.90 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $20 Shares 116 Est. Cost $174.36 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $20 Shares 150 Est. Cost $136.11 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $20 Shares 740 Est. Cost $24.56 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $19 Shares 97 Est. Cost $188.18 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $19 Shares 165 Est. Cost $95.30 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $19 Shares 60 Est. Cost $328.87 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 464 Est. Cost $40.51 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $160.89 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $18 Shares 403 Est. Cost $36.71 Unrealized 0.0%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $17 Shares 566 Est. Cost $30.07 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $16 Shares 157 Est. Cost $102.46 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $16 Shares 228 Est. Cost $59.61 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $16 Shares 375 Est. Cost $44.53 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $15 Shares 75 Est. Cost $203.81 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $15 Shares 600 Est. Cost $25.34 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $15 Shares 304 Est. Cost $50.00 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $15 Shares 322 Est. Cost $46.72 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $15 Shares 32 Est. Cost $431.23 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $14 Shares 173 Est. Cost $73.82 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.23 Unrealized 0.0%
DFAC DIMENSIONAL US CORE EQUITY 2 ETF 0.0%
Value ($000) $14 Shares 592 Est. Cost $24.28 Unrealized
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $14 Shares 260 Est. Cost $54.50 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $14 Shares 207 Est. Cost $58.01 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.03 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $14 Shares 57 Est. Cost $206.59 Unrealized 0.0%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $135.88 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $13 Shares 65 Est. Cost $202.94 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $13 Shares 327 Est. Cost $31.84 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $13 Shares 366 Est. Cost $29.99 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $13 Shares 73 Est. Cost $155.01 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $113.66 Unrealized 0.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $234.64 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $149.35 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $111.86 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $11 Shares 757 Est. Cost $15.12 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $11 Shares 709 Est. Cost $13.48 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $500.41 Unrealized 0.0%
VIPER ENERGY PARTNERS LP COM UNT RP INT 0.0%
Value ($000) $11 Shares 350 Est. Cost $31.79 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $10 Shares 295 Est. Cost $30.06 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $94.52 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $10 Shares 119 Est. Cost $70.79 Unrealized 0.0%
RUN SUNRUN INC COM 0.0%
Value ($000) $10 Shares 419 Est. Cost $26.69 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $10 Shares 317 Est. Cost $31.26 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $10 Shares 307 Est. Cost $32.21 Unrealized
HEARTLAND FINL USA INC COM 0.0%
Value ($000) $10 Shares 210 Est. Cost $46.62 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $87.55 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $9 Shares 11 Est. Cost $53.77 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $9 Shares 240 Est. Cost $34.12 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 46 Est. Cost $200.54 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $9 Shares 43 Est. Cost $186.71 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 144 Est. Cost $62.05 Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $9 Shares 204 Est. Cost $49.32 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 131 Est. Cost $67.80 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.15 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $153.47 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $8 Shares 15 Est. Cost $47.61 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $75.74 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $8 Shares 878 Est. Cost $11.29 Unrealized 0.0%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $8 Shares 199 Est. Cost $41.54 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $8 Shares 106 Est. Cost $73.46 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 63 Est. Cost $115.68 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $8 Shares 96 Est. Cost $76.80 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $8 Shares 60 Est. Cost $135.33 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $8 Shares 265 Est. Cost $30.46 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $8 Shares 156 Est. Cost $50.83 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.73 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $127.85 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $85.94 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $44.51 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 14 Est. Cost $546.43 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.45 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $219.54 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $8 Shares 259 Est. Cost $29.07 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $7 Shares 72 Est. Cost $103.19 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $137.60 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $256.48 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 83 Est. Cost $88.08 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $283.47 Unrealized 0.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $7 Shares 747 Est. Cost $15.07 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.52 Unrealized 0.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $420.29 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 94 Est. Cost $74.49 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 39 Est. Cost $178.18 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $317.17 Unrealized 0.0%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $7 Shares 36 Est. Cost $192.31 Unrealized
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.40 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $7 Shares 80 Est. Cost $101.00 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $7 Shares 103 Est. Cost $72.44 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $7 Shares 32 Est. Cost $210.94 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $319.83 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $138.81 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $6 Shares 59 Est. Cost $104.24 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $6 Shares 188 Est. Cost $32.44 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $96.98 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $5 Shares 129 Est. Cost $41.97 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $5 Shares 216 Est. Cost $24.78 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 140 Est. Cost $40.58 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $48.68 Unrealized 0.0%
CHINA PETROLEUM & CHEMICAL CRP SPON ADR H SHS 0.0%
Value ($000) $5 Shares 114 Est. Cost $46.18 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 104 Est. Cost $50.35 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $145.94 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $5 Shares 15 Est. Cost $331.33 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $5 Shares 1,212 Est. Cost $3.83 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $5 Shares 137 Est. Cost $52.69 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $93.45 Unrealized 0.0%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $5 Shares 235 Est. Cost $20.91 Unrealized 0.0%
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $3.45 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 71 Est. Cost $63.90 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 863 Est. Cost $6.15 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $90.00 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $4 Shares 55 Est. Cost $81.55 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $77.07 Unrealized 0.0%
TV GRUPO TELEVISA S A B SPON ADR REP ORD 0.0%
Value ($000) $4 Shares 979 Est. Cost $4.56 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $4 Shares 50 Est. Cost $88.78 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $708.67 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $890.25 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $4 Shares 108 Est. Cost $30.96 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $4 Shares 150 Est. Cost $27.54 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $45.62 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $37.30 Unrealized 0.0%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $4 Shares 56 Est. Cost $72.63 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.00 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $69.81 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $125.10 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 335 Est. Cost $9.05 Unrealized 0.0%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.39 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4 Shares 131 Est. Cost $28.23 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $484.45 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $388.70 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.54 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $108.30 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $524.96 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $3 Shares 103 Est. Cost $31.47 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $30.76 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.81 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $86.71 Unrealized 0.0%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $128.96 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.03 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.57 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.33 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $61.70 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.41 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $32.51 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $40.82 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $79.85 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 88 Est. Cost $31.24 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $57.87 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 409 Est. Cost $7.58 Unrealized 0.0%
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.19 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $41.03 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.49 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $38.98 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $48.38 Unrealized 0.0%
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $57.59 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.85 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $99.77 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $219.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $80.29 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.44 Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $59.85 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $199.93 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $97.62 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $114.42 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.10 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.36 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $242.73 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $2 Shares 35 Est. Cost $52.03 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $99.56 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $2 Shares 428 Est. Cost $4.07 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.06 Unrealized 0.0%
VANECK RUSSIA ETF 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.65 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.60 Unrealized 0.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.13 Unrealized 0.0%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.90 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.44 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $121.38 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $2 Shares 110 Est. Cost $14.27 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $49.50 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $27.81 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.76 Unrealized 0.0%
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.05 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $1 Shares 33 Est. Cost $43.09 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $144.17 Unrealized 0.0%
ACRE ARES COML REAL ESTATE CORP COM 0.0%
Value ($000) $1 Shares 127 Est. Cost $10.29 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $45.32 Unrealized 0.0%
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.35 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.08 Unrealized 0.0%
GALT GALECTIN THERAPEUTICS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.33 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $82.67 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $29.44 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.11 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $12.06 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.29 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 32 Est. Cost $21.97 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.83 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.47 Unrealized 0.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.53 Unrealized 0.0%
WIDEPOINT CORP COMMON 0.0%
Value ($000) $1 Shares 364 Est. Cost $1.82 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $578.99 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $10.07 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.06 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.01 Unrealized 0.0%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.30 Unrealized
CASTOR MARITIME INC SHS NEW 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.12 Unrealized
OCGN OCUGEN INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.56 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.86 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.38 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.84 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.41 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.13 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.05 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.13 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.81 Unrealized 0.0%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.00 Unrealized
RCEL AVITA MEDICAL INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.99 Unrealized 0.0%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.06 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.50 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.50 Unrealized
VISTRA CORP WT EXP 020224 0.0%
Value ($000) $0 Shares 304 Est. Cost $0.24 Unrealized
DURECT CORP COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.45 Unrealized
DNOW NOW INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $12.12 Unrealized 0.0%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.00 Unrealized
SKILLZ INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.51 Unrealized
KOPN KOPIN CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.24 Unrealized 0.0%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.78 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.29 Unrealized 0.0%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.00 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.75 Unrealized
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.50 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.00 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $10.07 Unrealized 0.0%
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.41 Unrealized