Global Wealth Strategies & Associates Diversified Active

CIK: 0001912297 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 20, 2023

Total Value ($000): $214,125 (100.0% shares, 0.0% debt)

Holdings (340)

VOO VANGUARD S&P 500 ETF 30.3%
Value ($000) $64,917 Shares 165,310 Est. Cost $362.85 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 9.4%
Value ($000) $20,082 Shares 312,072 Est. Cost $62.09 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 5.1%
Value ($000) $11,022 Shares 157,954 Est. Cost $72.40 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 5.0%
Value ($000) $10,725 Shares 486,605 Est. Cost $22.80 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 4.3%
Value ($000) $9,210 Shares 106,718 Est. Cost $86.95 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 4.1%
Value ($000) $8,682 Shares 55,878 Est. Cost $152.46 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3.6%
Value ($000) $7,603 Shares 159,760 Est. Cost $47.69 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.4%
Value ($000) $7,273 Shares 55,186 Est. Cost $131.23 Unrealized
QQQM INVESCO NASDAQ 100 ETF 3.0%
Value ($000) $6,361 Shares 43,151 Est. Cost $147.41 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 2.8%
Value ($000) $6,100 Shares 139,341 Est. Cost $45.98 Unrealized
WTPI WISDOMTREE PUTWRITE STRATEGY FUND 2.6%
Value ($000) $5,550 Shares 180,662 Est. Cost $30.31 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 2.4%
Value ($000) $5,146 Shares 273,567 Est. Cost $19.65 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.1%
Value ($000) $4,594 Shares 61,119 Est. Cost $75.40 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 2.0%
Value ($000) $4,179 Shares 76,662 Est. Cost $53.52 Unrealized
IAU ISHARES GOLD TRUST 1.9%
Value ($000) $4,163 Shares 118,978 Est. Cost $34.68 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.8%
Value ($000) $3,923 Shares 54,206 Est. Cost $72.22 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.8%
Value ($000) $3,778 Shares 36,849 Est. Cost $105.67 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 1.6%
Value ($000) $3,465 Shares 38,330 Est. Cost $86.79 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.4%
Value ($000) $3,003 Shares 90,527 Est. Cost $32.47 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $2,583 Shares 7,211 Est. Cost $269.51 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.9%
Value ($000) $1,959 Shares 7,680 Est. Cost $230.06 Unrealized +14.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.9%
Value ($000) $1,934 Shares 41,845 Est. Cost $46.96 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.8%
Value ($000) $1,697 Shares 87,031 Est. Cost $20.15 Unrealized
OEF ISHARES S&P 100 ETF 0.8%
Value ($000) $1,683 Shares 8,388 Est. Cost $170.57 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,594 Shares 9,312 Est. Cost $148.86 Unrealized +21.8%
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $993 Shares 3,146 Est. Cost $234.05 Unrealized +38.7%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $657 Shares 4,765 Est. Cost $139.91 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $654 Shares 2,624 Est. Cost $241.89 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $609 Shares 6,671 Est. Cost $83.60 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $479 Shares 1,101 Est. Cost $15.29 Unrealized +192.8%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $470 Shares 3,696 Est. Cost $98.56 Unrealized +35.9%
WMT WALMART INC COM 0.2%
Value ($000) $439 Shares 2,744 Est. Cost $45.66 Unrealized +13.5%
TSLA TESLA INC COM 0.2%
Value ($000) $351 Shares 1,403 Est. Cost $200.26 Unrealized +28.3%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $345 Shares 643 Est. Cost $345.79 Unrealized +46.6%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $329 Shares 1,400 Est. Cost $212.89 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $284 Shares 1,268 Est. Cost $214.52 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $278 Shares 1,184 Est. Cost $248.05 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $264 Shares 1,243 Est. Cost $195.15 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $254 Shares 1,550 Est. Cost $124.44 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $222 Shares 1,700 Est. Cost $96.84 Unrealized +32.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $220 Shares 539 Est. Cost $426.55 Unrealized -2.7%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $200 Shares 468 Est. Cost $390.70 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $180 Shares 596 Est. Cost $281.19 Unrealized +7.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $177 Shares 504 Est. Cost $300.78 Unrealized +17.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $176 Shares 3,484 Est. Cost $49.98 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $163 Shares 532 Est. Cost $265.51 Unrealized +14.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $147 Shares 1,050 Est. Cost $123.05 Unrealized +7.1%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $142 Shares 330 Est. Cost $388.85 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $142 Shares 472 Est. Cost $139.01 Unrealized +115.2%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $137 Shares 1,040 Est. Cost $95.64 Unrealized +34.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $121 Shares 454 Est. Cost $214.24 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $119 Shares 763 Est. Cost $157.06 Unrealized -2.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $114 Shares 970 Est. Cost $96.46 Unrealized +4.7%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $112 Shares 766 Est. Cost $129.79 Unrealized +11.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $106 Shares 2,424 Est. Cost $45.77 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $105 Shares 1,446 Est. Cost $55.56 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $103 Shares 2,765 Est. Cost $33.48 Unrealized +16.5%
PFE PFIZER INC COM 0.0%
Value ($000) $95 Shares 2,874 Est. Cost $40.05 Unrealized -23.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $89 Shares 471 Est. Cost $183.54 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $80 Shares 419 Est. Cost $165.02 Unrealized +32.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $80 Shares 843 Est. Cost $94.67 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $78 Shares 206 Est. Cost $29.58 Unrealized +43.3%
KO COCA COLA CO COM 0.0%
Value ($000) $76 Shares 1,362 Est. Cost $54.99 Unrealized +1.3%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $75 Shares 515 Est. Cost $117.83 Unrealized +20.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $72 Shares 164 Est. Cost $495.16 Unrealized -14.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $69 Shares 904 Est. Cost $61.60 Unrealized +19.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $65 Shares 1,003 Est. Cost $64.70 Unrealized -6.8%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $63 Shares 465 Est. Cost $105.59 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $62 Shares 418 Est. Cost $137.22 Unrealized -1.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $62 Shares 2,378 Est. Cost $25.72 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $60 Shares 107 Est. Cost $468.77 Unrealized +13.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $59 Shares 678 Est. Cost $100.45 Unrealized
T AT&T INC COM 0.0%
Value ($000) $56 Shares 3,710 Est. Cost $15.06 Unrealized -14.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $55 Shares 400 Est. Cost $93.28 Unrealized +50.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $54 Shares 137 Est. Cost $339.55 Unrealized +16.7%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $52 Shares 308 Est. Cost $151.97 Unrealized -4.1%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $51 Shares 195 Est. Cost $250.30 Unrealized +7.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $49 Shares 530 Est. Cost $81.30 Unrealized +6.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $48 Shares 26 Est. Cost $29.88 Unrealized +30.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $46 Shares 111 Est. Cost $319.41 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $45 Shares 164 Est. Cost $234.86 Unrealized +11.3%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $44 Shares 416 Est. Cost $105.40 Unrealized +9.3%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $43 Shares 175 Est. Cost $246.84 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $42 Shares 565 Est. Cost $65.86 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $41 Shares 741 Est. Cost $54.27 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $41 Shares 272 Est. Cost $142.37 Unrealized +11.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $40 Shares 141 Est. Cost $298.87 Unrealized -8.7%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $39 Shares 945 Est. Cost $42.12 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $39 Shares 574 Est. Cost $71.03 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $39 Shares 225 Est. Cost $56.23 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $36 Shares 133 Est. Cost $213.11 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $34 Shares 185 Est. Cost $178.76 Unrealized -2.7%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $34 Shares 1,917 Est. Cost $18.88 Unrealized -1.4%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $33 Shares 640 Est. Cost $47.34 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 485 Est. Cost $74.55 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $30 Shares 1,543 Est. Cost $10.32 Unrealized +4.5%
SM SM ENERGY CO COM 0.0%
Value ($000) $30 Shares 752 Est. Cost $28.38 Unrealized +25.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $29 Shares 128 Est. Cost $228.57 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $29 Shares 182 Est. Cost $158.80 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $28 Shares 317 Est. Cost $84.81 Unrealized -1.5%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $28 Shares 403 Est. Cost $65.74 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $27 Shares 382 Est. Cost $87.65 Unrealized -7.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $27 Shares 52 Est. Cost $403.56 Unrealized +30.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 429 Est. Cost $70.50 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $24 Shares 1,515 Est. Cost $15.08 Unrealized +4.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $24 Shares 133 Est. Cost $174.93 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $23 Shares 113 Est. Cost $188.75 Unrealized +13.9%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 299 Est. Cost $77.68 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $23 Shares 118 Est. Cost $213.73 Unrealized +1.6%
V VISA INC COM CL A 0.0%
Value ($000) $23 Shares 100 Est. Cost $196.98 Unrealized +19.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $23 Shares 190 Est. Cost $109.40 Unrealized -1.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $22 Shares 93 Est. Cost $228.99 Unrealized +0.9%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $14.01 Unrealized +30.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $21 Shares 97 Est. Cost $220.35 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $20 Shares 371 Est. Cost $53.35 Unrealized -0.7%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 406 Est. Cost $49.11 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $19 Shares 73 Est. Cost $158.93 Unrealized +55.3%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $19 Shares 150 Est. Cost $136.11 Unrealized +4.4%
HPQ HP INC COM 0.0%
Value ($000) $19 Shares 740 Est. Cost $24.56 Unrealized +13.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $19 Shares 130 Est. Cost $177.60 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $19 Shares 384 Est. Cost $47.47 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $18 Shares 355 Est. Cost $49.85 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $17 Shares 566 Est. Cost $30.07 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $17 Shares 446 Est. Cost $41.90 Unrealized -13.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $160.89 Unrealized +3.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $17 Shares 241 Est. Cost $59.30 Unrealized +13.3%
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $17 Shares 405 Est. Cost $41.07 Unrealized +10.1%
NKE NIKE INC CL B 0.0%
Value ($000) $16 Shares 165 Est. Cost $95.30 Unrealized +3.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $16 Shares 75 Est. Cost $204.24 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $16 Shares 322 Est. Cost $46.83 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $15 Shares 100 Est. Cost $152.26 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $15 Shares 137 Est. Cost $140.92 Unrealized -17.4%
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 422 Est. Cost $26.65 Unrealized +28.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $149.35 Unrealized +32.6%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $15 Shares 100 Est. Cost $135.88 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 107 Est. Cost $131.25 Unrealized
ALLBIRDS INC COM CL A 0.0%
Value ($000) $14 Shares 12,500 Est. Cost $1.26 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $14 Shares 250 Est. Cost $34.15 Unrealized +77.4%
TWLO TWILIO INC CL A 0.0%
Value ($000) $14 Shares 233 Est. Cost $61.68 Unrealized +1.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $14 Shares 828 Est. Cost $22.56 Unrealized -11.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $13 Shares 295 Est. Cost $30.06 Unrealized +38.1%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $13 Shares 228 Est. Cost $59.61 Unrealized -7.4%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $13 Shares 32 Est. Cost $431.23 Unrealized +1.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $35.03 Unrealized +4.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $12 Shares 15 Est. Cost $47.61 Unrealized +76.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $12 Shares 709 Est. Cost $13.48 Unrealized +19.4%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $283.47 Unrealized +84.3%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $54.50 Unrealized +19.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.23 Unrealized -16.7%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $12 Shares 215 Est. Cost $48.81 Unrealized +3.0%
KMX CARMAX INC COM 0.0%
Value ($000) $11 Shares 159 Est. Cost $66.93 Unrealized +22.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $11 Shares 105 Est. Cost $111.86 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $11 Shares 80 Est. Cost $101.00 Unrealized +36.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 327 Est. Cost $31.84 Unrealized -4.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $11 Shares 120 Est. Cost $113.14 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $11 Shares 17 Est. Cost $420.29 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $500.41 Unrealized -6.1%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $10 Shares 44 Est. Cost $232.22 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $10 Shares 137 Est. Cost $52.69 Unrealized +60.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $10 Shares 48 Est. Cost $209.69 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $10 Shares 298 Est. Cost $33.51 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $10 Shares 26 Est. Cost $328.87 Unrealized +16.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 11 Est. Cost $53.77 Unrealized +16.7%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $10.47 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $10 Shares 152 Est. Cost $65.60 Unrealized 0.0%
VIPER ENERGY PARTNERS LP COM UNT RP INT 0.0%
Value ($000) $10 Shares 350 Est. Cost $31.79 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $9 Shares 11 Est. Cost $610.68 Unrealized +22.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 854 Est. Cost $11.29 Unrealized +10.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $9 Shares 157 Est. Cost $73.82 Unrealized -12.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $9 Shares 97 Est. Cost $87.55 Unrealized +5.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $115.68 Unrealized +4.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 126 Est. Cost $67.80 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $102.48 Unrealized +15.5%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $8 Shares 76 Est. Cost $80.71 Unrealized +9.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $8 Shares 253 Est. Cost $36.71 Unrealized -11.4%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 56 Est. Cost $178.93 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $113.66 Unrealized -20.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $8 Shares 259 Est. Cost $29.30 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 144 Est. Cost $62.05 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $75.74 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $56.39 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $8 Shares 300 Est. Cost $11.39 Unrealized +133.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $7 Shares 56 Est. Cost $127.85 Unrealized +9.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $7 Shares 92 Est. Cost $73.46 Unrealized +5.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 182 Est. Cost $38.98 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.73 Unrealized +1.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $186.90 Unrealized -10.3%
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.40 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $44.51 Unrealized -13.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $219.54 Unrealized -4.7%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $234.64 Unrealized +1.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $7 Shares 94 Est. Cost $84.80 Unrealized -23.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $7 Shares 409 Est. Cost $7.58 Unrealized +110.1%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $6 Shares 92 Est. Cost $89.74 Unrealized -18.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $890.25 Unrealized +42.9%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $138.81 Unrealized -3.6%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 36 Est. Cost $192.31 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $94.52 Unrealized -21.0%
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value ($000) $6 Shares 240 Est. Cost $34.12 Unrealized -35.3%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $6 Shares 56 Est. Cost $72.63 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $29.88 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $96.98 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $5 Shares 419 Est. Cost $26.69 Unrealized -38.4%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $5 Shares 50 Est. Cost $88.78 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $5 Shares 15 Est. Cost $331.33 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $317.17 Unrealized -18.9%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $5 Shares 156 Est. Cost $30.54 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 27 Est. Cost $182.82 Unrealized 0.0%
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.0%
Value ($000) $4 Shares 162 Est. Cost $26.05 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.00 Unrealized +14.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $90.99 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $4 Shares 235 Est. Cost $20.91 Unrealized +0.1%
MASI MASIMO CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $137.60 Unrealized -15.4%
DOW DOW INC COM 0.0%
Value ($000) $4 Shares 84 Est. Cost $46.31 Unrealized 0.0%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $45.08 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $4 Shares 57 Est. Cost $41.03 Unrealized +90.7%
CNDT CONDUENT INC COM 0.0%
Value ($000) $4 Shares 1,212 Est. Cost $3.83 Unrealized -12.9%
ROL ROLLINS INC COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $37.30 Unrealized +5.0%
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $77.16 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $63.90 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $77.07 Unrealized +4.3%
F FORD MTR CO DEL COM 0.0%
Value ($000) $4 Shares 334 Est. Cost $10.94 Unrealized +1.4%
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $330.57 Unrealized +5.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.34 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $48.68 Unrealized +0.7%
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
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $51.53 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 88 Est. Cost $31.24 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $68.21 Unrealized -2.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $3 Shares 339 Est. Cost $9.06 Unrealized +3.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $484.45 Unrealized -9.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $524.96 Unrealized +0.8%
DE DEERE & CO COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $388.70 Unrealized +2.4%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 108 Est. Cost $30.96 Unrealized -12.5%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $80.41 Unrealized +20.1%
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.19 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $54.90 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $90.59 Unrealized -7.9%
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
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $108.30 Unrealized +32.9%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $32.19 Unrealized -5.2%
KBH KB HOME COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.87 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.54 Unrealized -7.9%
MRK MERCK & CO INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $98.68 Unrealized +1.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.03 Unrealized +2.4%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $31.62 Unrealized -8.3%
ARCT ARCTURUS THERAPEUTICS HLDGS COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.81 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.49 Unrealized +12.8%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $128.96 Unrealized -19.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $40.00 Unrealized +6.7%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $121.38 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $30.53 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $99.77 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.60 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $42.57 Unrealized -18.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.10 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.75 Unrealized -0.1%
LWLG LIGHTWAVE LOGIC INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.81 Unrealized +9.8%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $2 Shares 234 Est. Cost $13.77 Unrealized 0.0%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.06 Unrealized +24.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $146.36 Unrealized +6.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.44 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.44 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 46 Est. Cost $61.70 Unrealized +0.4%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.88 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $199.93 Unrealized -1.6%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 116 Est. Cost $14.68 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.44 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $219.76 Unrealized +27.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 24 Est. Cost $72.25 Unrealized +0.3%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $2 Shares 33 Est. Cost $43.09 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $2 Shares 35 Est. Cost $52.03 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $29.44 Unrealized -20.7%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.60 Unrealized -7.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.11 Unrealized +27.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 863 Est. Cost $6.15 Unrealized -72.5%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $1 Shares 63 Est. Cost $25.90 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $27.81 Unrealized -17.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.23 Unrealized 0.0%
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $98.42 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $37.36 Unrealized
WW INTL INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.86 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.50 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $114.42 Unrealized -31.1%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $45.32 Unrealized -21.1%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 257 Est. Cost $3.74 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.71 Unrealized -2.8%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $12.06 Unrealized -7.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.83 Unrealized +28.1%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $1 Shares 105 Est. Cost $29.64 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $57.97 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.53 Unrealized 0.0%
WIDEPOINT CORP COMMON 0.0%
Value ($000) $1 Shares 364 Est. Cost $1.82 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 34 Est. Cost $22.04 Unrealized -15.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.50 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $79.56 Unrealized 0.0%
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) $0 Shares 11 Est. Cost $45.62 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.41 Unrealized +18.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.38 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.43 Unrealized
RCEL AVITA MEDICAL INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.99 Unrealized +182.4%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.84 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.07 Unrealized +15.4%
CRNC CERENCE INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.13 Unrealized +46.8%
TORO TORO CORP COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $3.28 Unrealized +62.3%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $256.63 Unrealized -1.2%
CASTOR MARITIME INC SHS NEW 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.12 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.69 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.06 Unrealized +47.4%
OCGN OCUGEN INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $1.56 Unrealized -68.3%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.00 Unrealized
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $4.29 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $110.02 Unrealized 0.0%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.00 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.08 Unrealized 0.0%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.12 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.50 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
VISTRA CORP WT EXP 020224 0.0%
Value ($000) $0 Shares 304 Est. Cost $0.24 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
KOPN KOPIN CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.24 Unrealized +31.0%
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
BURGERFI INTERNATIONAL INC WT EXP 121625 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.11 Unrealized
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.88 Unrealized 0.0%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.29 Unrealized +10.9%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.46 Unrealized
BELLEROPHON THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.40 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.00 Unrealized
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.78 Unrealized
HYDROFARM HLDGS GROUP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.20 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.40 Unrealized
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.67 Unrealized
ZEVY LIGHTNING EMOTORS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.68 Unrealized 0.0%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 306 Est. Cost $5.65 Unrealized