Global Wealth Strategies & Associates Diversified Active

CIK: 0001912297 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 3, 2023

Total Value ($000): $193,639 (100.0% shares, 0.0% debt)

Holdings (343)

VOO VANGUARD S&P 500 ETF 24.9%
Value ($000) $48,250 Shares 128,302 Est. Cost $353.51 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 9.6%
Value ($000) $18,575 Shares 277,859 Est. Cost $61.64 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 5.2%
Value ($000) $9,980 Shares 204,545 Est. Cost $47.61 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 5.1%
Value ($000) $9,809 Shares 132,865 Est. Cost $72.71 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 5.0%
Value ($000) $9,700 Shares 414,867 Est. Cost $22.88 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 5.0%
Value ($000) $9,608 Shares 62,387 Est. Cost $151.97 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 4.5%
Value ($000) $8,689 Shares 92,754 Est. Cost $86.66 Unrealized
VTV VANGUARD VALUE ETF 4.3%
Value ($000) $8,397 Shares 60,802 Est. Cost $139.79 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.8%
Value ($000) $7,340 Shares 100,914 Est. Cost $72.10 Unrealized
QQQ INVESCO QQQ TRUST 3.6%
Value ($000) $6,879 Shares 21,434 Est. Cost $267.15 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 3.3%
Value ($000) $6,344 Shares 115,732 Est. Cost $53.28 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 2.8%
Value ($000) $5,477 Shares 117,651 Est. Cost $46.29 Unrealized
WTPI WISDOMTREE PUTWRITE STRATEGY FUND 2.5%
Value ($000) $4,866 Shares 156,761 Est. Cost $30.15 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 2.1%
Value ($000) $4,138 Shares 208,349 Est. Cost $19.86 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.1%
Value ($000) $4,111 Shares 53,748 Est. Cost $75.41 Unrealized
IAU ISHARES GOLD TRUST 2.1%
Value ($000) $4,039 Shares 108,072 Est. Cost $34.59 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.9%
Value ($000) $3,650 Shares 33,874 Est. Cost $105.81 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 1.7%
Value ($000) $3,243 Shares 39,149 Est. Cost $87.14 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.4%
Value ($000) $2,672 Shares 83,103 Est. Cost $32.37 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.9%
Value ($000) $1,683 Shares 35,396 Est. Cost $47.05 Unrealized
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $1,668 Shares 8,917 Est. Cost $170.57 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.8%
Value ($000) $1,614 Shares 78,295 Est. Cost $20.19 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $1,258 Shares 7,630 Est. Cost $141.38 Unrealized +2.9%
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $906 Shares 3,144 Est. Cost $234.05 Unrealized +6.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $722 Shares 2,887 Est. Cost $241.89 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $631 Shares 6,935 Est. Cost $83.60 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $405 Shares 2,744 Est. Cost $45.66 Unrealized +0.3%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $388 Shares 3,760 Est. Cost $98.56 Unrealized -2.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $313 Shares 1,382 Est. Cost $214.52 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $307 Shares 1,105 Est. Cost $15.29 Unrealized +41.4%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $305 Shares 1,279 Est. Cost $248.05 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $293 Shares 1,300 Est. Cost $210.52 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $255 Shares 539 Est. Cost $426.55 Unrealized +1.6%
TSLA TESLA INC COM 0.1%
Value ($000) $236 Shares 1,136 Est. Cost $186.96 Unrealized -6.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $234 Shares 1,550 Est. Cost $124.44 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $233 Shares 1,142 Est. Cost $191.20 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $228 Shares 663 Est. Cost $345.79 Unrealized -4.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $215 Shares 1,736 Est. Cost $113.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $181 Shares 586 Est. Cost $300.78 Unrealized +2.5%
HD HOME DEPOT INC COM 0.1%
Value ($000) $176 Shares 598 Est. Cost $281.19 Unrealized +1.2%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $166 Shares 1,600 Est. Cost $94.45 Unrealized +0.8%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $163 Shares 399 Est. Cost $384.32 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $138 Shares 483 Est. Cost $264.08 Unrealized -1.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $138 Shares 1,050 Est. Cost $123.05 Unrealized -1.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $136 Shares 330 Est. Cost $388.85 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $123 Shares 795 Est. Cost $157.06 Unrealized -5.8%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $121 Shares 2,384 Est. Cost $49.11 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $117 Shares 2,856 Est. Cost $40.19 Unrealized -9.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $114 Shares 766 Est. Cost $129.79 Unrealized +2.6%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $113 Shares 2,765 Est. Cost $33.48 Unrealized +19.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $111 Shares 454 Est. Cost $214.24 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $106 Shares 1,020 Est. Cost $94.99 Unrealized +0.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $102 Shares 934 Est. Cost $96.28 Unrealized +4.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $94 Shares 1,446 Est. Cost $55.56 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $94 Shares 442 Est. Cost $128.13 Unrealized +32.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $90 Shares 473 Est. Cost $183.54 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $87 Shares 408 Est. Cost $163.57 Unrealized +27.0%
KO COCA COLA CO COM 0.0%
Value ($000) $84 Shares 1,358 Est. Cost $54.99 Unrealized +0.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $83 Shares 435 Est. Cost $178.76 Unrealized -1.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $82 Shares 843 Est. Cost $94.67 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $76 Shares 164 Est. Cost $495.16 Unrealized -10.7%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $71 Shares 2,290 Est. Cost $30.53 Unrealized
T AT&T INC COM 0.0%
Value ($000) $70 Shares 3,635 Est. Cost $15.11 Unrealized +8.3%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $70 Shares 535 Est. Cost $117.83 Unrealized +8.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $69 Shares 678 Est. Cost $100.45 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $67 Shares 418 Est. Cost $137.22 Unrealized +0.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $64 Shares 185 Est. Cost $28.05 Unrealized +18.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $63 Shares 1,003 Est. Cost $64.70 Unrealized -8.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $58 Shares 1,203 Est. Cost $45.21 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $58 Shares 904 Est. Cost $61.60 Unrealized -1.8%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $54 Shares 3,004 Est. Cost $10.38 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $53 Shares 107 Est. Cost $468.77 Unrealized +0.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $52 Shares 829 Est. Cost $52.23 Unrealized +5.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $52 Shares 530 Est. Cost $81.30 Unrealized +7.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $50 Shares 137 Est. Cost $339.55 Unrealized +5.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $49 Shares 400 Est. Cost $93.28 Unrealized +20.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $45 Shares 272 Est. Cost $142.37 Unrealized +12.4%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $45 Shares 160 Est. Cost $246.10 Unrealized +1.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 116 Est. Cost $319.41 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $45 Shares 416 Est. Cost $105.40 Unrealized +0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $44 Shares 26 Est. Cost $29.88 Unrealized +5.2%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $42 Shares 1,393 Est. Cost $10.27 Unrealized +4.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $42 Shares 256 Est. Cost $153.23 Unrealized -3.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $41 Shares 565 Est. Cost $65.86 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $37 Shares 382 Est. Cost $87.65 Unrealized +5.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 485 Est. Cost $74.55 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $36 Shares 141 Est. Cost $298.87 Unrealized -7.6%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $34 Shares 640 Est. Cost $47.34 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $33 Shares 133 Est. Cost $213.11 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $33 Shares 602 Est. Cost $53.51 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $33 Shares 1,917 Est. Cost $18.88 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $31 Shares 317 Est. Cost $84.81 Unrealized +4.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 429 Est. Cost $70.50 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $29 Shares 403 Est. Cost $65.74 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $29 Shares 182 Est. Cost $158.80 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $28 Shares 682 Est. Cost $38.98 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 299 Est. Cost $77.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $24 Shares 135 Est. Cost $174.93 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $23 Shares 118 Est. Cost $213.73 Unrealized 0.0%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $23 Shares 1,515 Est. Cost $15.08 Unrealized +7.2%
TGT TARGET CORP COM 0.0%
Value ($000) $23 Shares 137 Est. Cost $140.92 Unrealized +5.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $23 Shares 113 Est. Cost $188.75 Unrealized +1.8%
V VISA INC COM CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $196.98 Unrealized +10.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $23 Shares 247 Est. Cost $90.99 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $22 Shares 97 Est. Cost $216.49 Unrealized +6.5%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $22 Shares 150 Est. Cost $136.11 Unrealized +9.2%
HPQ HP INC COM 0.0%
Value ($000) $22 Shares 740 Est. Cost $24.56 Unrealized +4.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $22 Shares 620 Est. Cost $33.51 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $21 Shares 501 Est. Cost $40.62 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $21 Shares 745 Est. Cost $28.38 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $10.47 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $21 Shares 93 Est. Cost $228.99 Unrealized -7.7%
NKE NIKE INC CL B 0.0%
Value ($000) $20 Shares 165 Est. Cost $95.30 Unrealized +22.4%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $19 Shares 371 Est. Cost $53.35 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $19 Shares 600 Est. Cost $25.34 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $19 Shares 190 Est. Cost $109.40 Unrealized -9.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $18 Shares 120 Est. Cost $152.26 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $160.89 Unrealized -1.4%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $18 Shares 405 Est. Cost $41.07 Unrealized +7.7%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $18 Shares 566 Est. Cost $30.07 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $18 Shares 446 Est. Cost $41.90 Unrealized -6.7%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $17 Shares 32 Est. Cost $431.23 Unrealized +19.0%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $17 Shares 65 Est. Cost $202.94 Unrealized
CALLON PETE CO DEL COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $33.44 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $17 Shares 73 Est. Cost $155.01 Unrealized +23.0%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $17 Shares 260 Est. Cost $54.50 Unrealized +10.3%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $17 Shares 341 Est. Cost $46.83 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $16 Shares 75 Est. Cost $203.81 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $16 Shares 233 Est. Cost $61.68 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $15 Shares 228 Est. Cost $59.61 Unrealized +2.3%
DFAC DIMENSIONAL US CORE EQUITY 2 ETF 0.0%
Value ($000) $15 Shares 592 Est. Cost $24.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $14 Shares 207 Est. Cost $58.01 Unrealized +5.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $14 Shares 259 Est. Cost $52.67 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $14 Shares 75 Est. Cost $149.35 Unrealized +12.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.23 Unrealized -5.7%
INTC INTEL CORP COM 0.0%
Value ($000) $14 Shares 422 Est. Cost $26.65 Unrealized +3.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $35.03 Unrealized +3.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $13 Shares 173 Est. Cost $73.82 Unrealized -4.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $13 Shares 878 Est. Cost $11.29 Unrealized +26.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $13 Shares 366 Est. Cost $29.99 Unrealized +8.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $328.87 Unrealized -4.7%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $135.88 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $13 Shares 33 Est. Cost $333.85 Unrealized +6.5%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $13 Shares 1,111 Est. Cost $14.26 Unrealized -11.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $12 Shares 327 Est. Cost $31.84 Unrealized +1.9%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $111.86 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $113.66 Unrealized +3.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.15 Unrealized +28.9%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $234.64 Unrealized +2.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $11 Shares 709 Est. Cost $13.48 Unrealized +7.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $11 Shares 295 Est. Cost $30.06 Unrealized +15.2%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $11 Shares 333 Est. Cost $31.35 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $11 Shares 25 Est. Cost $283.47 Unrealized +28.7%
KMX CARMAX INC COM 0.0%
Value ($000) $10 Shares 159 Est. Cost $66.93 Unrealized 0.0%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $10 Shares 204 Est. Cost $49.32 Unrealized -1.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 56 Est. Cost $178.93 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $87.55 Unrealized +10.9%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 46 Est. Cost $200.54 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $10 Shares 80 Est. Cost $101.00 Unrealized +13.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $10 Shares 21 Est. Cost $500.41 Unrealized -8.6%
VIPER ENERGY PARTNERS LP COM UNT RP INT 0.0%
Value ($000) $10 Shares 350 Est. Cost $31.79 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $10 Shares 15 Est. Cost $47.61 Unrealized +21.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $10 Shares 60 Est. Cost $135.33 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $9 Shares 46 Est. Cost $186.90 Unrealized +1.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $9 Shares 11 Est. Cost $53.77 Unrealized +1.9%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $9 Shares 137 Est. Cost $52.69 Unrealized +13.6%
MASI MASIMO CORP COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $137.60 Unrealized +22.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $9 Shares 203 Est. Cost $43.14 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 144 Est. Cost $62.05 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $9 Shares 253 Est. Cost $36.71 Unrealized +5.2%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 265 Est. Cost $30.46 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $9 Shares 289 Est. Cost $29.30 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $115.68 Unrealized +8.9%
LAM RESEARCH CORP COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $420.29 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $9 Shares 56 Est. Cost $127.85 Unrealized +6.6%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $9 Shares 199 Est. Cost $41.54 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 126 Est. Cost $67.80 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.52 Unrealized +32.0%
RUN SUNRUN INC COM 0.0%
Value ($000) $8 Shares 419 Est. Cost $26.69 Unrealized -12.6%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $8 Shares 36 Est. Cost $192.31 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $8 Shares 11 Est. Cost $610.68 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $75.74 Unrealized
HEARTLAND FINL USA INC COM 0.0%
Value ($000) $8 Shares 210 Est. Cost $46.62 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $256.63 Unrealized +1.5%
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.73 Unrealized -0.2%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $7 Shares 92 Est. Cost $73.46 Unrealized +1.4%
PDC ENERGY INC COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $64.23 Unrealized
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $7 Shares 1,400 Est. Cost $3.45 Unrealized +20.7%
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $7 Shares 240 Est. Cost $34.12 Unrealized -15.8%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $7 Shares 94 Est. Cost $84.80 Unrealized -11.3%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $219.54 Unrealized -7.7%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $317.17 Unrealized +0.6%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $44.51 Unrealized -6.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $890.25 Unrealized +27.8%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $7 Shares 252 Est. Cost $24.96 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $138.81 Unrealized +0.8%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $6 Shares 115 Est. Cost $44.38 Unrealized +1.1%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $6 Shares 300 Est. Cost $11.39 Unrealized +39.2%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $6 Shares 145 Est. Cost $31.62 Unrealized +3.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $6 Shares 56 Est. Cost $96.98 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $48.68 Unrealized +22.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 145 Est. Cost $38.05 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 104 Est. Cost $50.35 Unrealized
TV GRUPO TELEVISA S A B SPON ADR REP ORD 0.0%
Value ($000) $5 Shares 979 Est. Cost $4.56 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $99.23 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $94.52 Unrealized -19.2%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $5 Shares 50 Est. Cost $88.78 Unrealized
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.0%
Value ($000) $5 Shares 192 Est. Cost $26.05 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $5 Shares 15 Est. Cost $331.33 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $77.07 Unrealized +2.0%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $5 Shares 56 Est. Cost $72.63 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $93.45 Unrealized +5.4%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $45.08 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $63.90 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.00 Unrealized +7.7%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 140 Est. Cost $30.88 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $4 Shares 235 Est. Cost $20.91 Unrealized -9.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $37.30 Unrealized -6.8%
CNDT CONDUENT INC COM 0.0%
Value ($000) $4 Shares 1,212 Est. Cost $3.83 Unrealized +7.2%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $4 Shares 108 Est. Cost $30.96 Unrealized +3.2%
BLACKROCK INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $708.67 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4 Shares 131 Est. Cost $28.23 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $330.57 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $31.70 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $69.81 Unrealized -0.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $31.24 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $524.96 Unrealized +6.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 409 Est. Cost $7.58 Unrealized +3.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $44.81 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.41 Unrealized +16.6%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $41.03 Unrealized +28.6%
DE DEERE & CO COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $388.70 Unrealized +2.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.03 Unrealized +6.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.54 Unrealized -5.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 335 Est. Cost $9.05 Unrealized +7.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $484.45 Unrealized -6.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 72 Est. Cost $40.00 Unrealized +8.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $61.70 Unrealized +21.3%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $3 Shares 35 Est. Cost $52.03 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $80.29 Unrealized +5.5%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $3 Shares 206 Est. Cost $14.52 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $57.87 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $92.58 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $128.96 Unrealized -3.0%
MRK MERCK & CO INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $98.68 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $32.51 Unrealized +5.2%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.57 Unrealized +3.2%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $81.55 Unrealized +1.6%
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.19 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $86.71 Unrealized -4.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.10 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $2 Shares 208 Est. Cost $11.49 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.30 Unrealized +3.0%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $59.85 Unrealized +9.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 863 Est. Cost $6.15 Unrealized -34.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $146.36 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.44 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $121.38 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.60 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $2 Shares 425 Est. Cost $4.07 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.44 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $99.77 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.06 Unrealized +7.6%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $2 Shares 110 Est. Cost $14.27 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.49 Unrealized +2.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.48 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $79.85 Unrealized -3.8%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $2 Shares 111 Est. Cost $17.69 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.90 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $97.62 Unrealized +2.4%
ETSY ETSY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $114.42 Unrealized +8.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $199.93 Unrealized +1.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.36 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $40.47 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $219.76 Unrealized +17.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $242.73 Unrealized -7.7%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $2 Shares 9 Est. Cost $183.22 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $70.79 Unrealized +5.5%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $2 Shares 310 Est. Cost $5.77 Unrealized 0.0%
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $2 Shares 18 Est. Cost $39.05 Unrealized +11.7%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.10 Unrealized -5.1%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.60 Unrealized -0.5%
FTNT FORTINET INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.11 Unrealized +9.1%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $1 Shares 33 Est. Cost $43.09 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $48.38 Unrealized +36.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $27.81 Unrealized -2.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $45.32 Unrealized -1.7%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $343.94 Unrealized 0.0%
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.42 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $50.43 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.65 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.88 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.29 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $29.44 Unrealized -42.6%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.53 Unrealized -18.8%
VITAL ENERGY INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.55 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $39.44 Unrealized +2.5%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $12.06 Unrealized +0.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 34 Est. Cost $22.04 Unrealized +5.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.83 Unrealized +1.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $24.46 Unrealized
WIDEPOINT CORP COMMON 0.0%
Value ($000) $1 Shares 364 Est. Cost $1.82 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.07 Unrealized +1.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.50 Unrealized
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.30 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $45.62 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $101.01 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.86 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.84 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.38 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.25 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.41 Unrealized +6.3%
CRNC CERENCE INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.13 Unrealized +49.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.08 Unrealized 0.0%
CASTOR MARITIME INC SHS NEW 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.12 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.40 Unrealized
RCEL AVITA MEDICAL INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.99 Unrealized +77.5%
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $21.23 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.60 Unrealized
OCGN OCUGEN INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.56 Unrealized -30.1%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.00 Unrealized
UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $0 Shares 35 Est. Cost $6.94 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.06 Unrealized +41.1%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.00 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.50 Unrealized
SKILLZ INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.51 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.00 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.00 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.50 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.00 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND 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
KOPN KOPIN CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.24 Unrealized -1.2%
VISTRA CORP WT EXP 020224 0.0%
Value ($000) $0 Shares 304 Est. Cost $0.24 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.29 Unrealized -0.4%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.00 Unrealized
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.41 Unrealized
GT BIOPHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
CHINA PETROLEUM & CHEMICAL CRP SPON ADR H SHS 0.0%
Value ($000) $0 Shares 114 Est. Cost $46.18 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 306 Est. Cost $5.65 Unrealized