Trajan Wealth LLC Diversified Active

CIK: 0001934415 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $1,806,050 (100.0% shares, 0.0% debt)

Holdings (178)

VOO VANGUARD INDEX FDS 10.7%
Value ($000) $192,811 Shares 357,846 Est. Cost $480.70 Unrealized
AGG ISHARES TR 5.6%
Value ($000) $100,273 Shares 1,034,804 Est. Cost $97.95 Unrealized
MSFT MICROSOFT CORP 5.1%
Value ($000) $92,956 Shares 220,536 Est. Cost $402.97 Unrealized +4.8%
GOOGL ALPHABET INC CAP STK 4.7%
Value ($000) $85,339 Shares 450,816 Est. Cost $145.34 Unrealized +19.8%
META META PLATFORMS INC 3.4%
Value ($000) $60,805 Shares 103,850 Est. Cost $454.57 Unrealized +28.6%
MA MASTERCARD INCORPORATED 3.3%
Value ($000) $59,153 Shares 112,336 Est. Cost $457.15 Unrealized +12.6%
AAPL APPLE INC 2.9%
Value ($000) $52,530 Shares 209,769 Est. Cost $188.75 Unrealized +24.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.6%
Value ($000) $46,360 Shares 234,745 Est. Cost $141.97 Unrealized
BND VANGUARD BD INDEX FDS 2.5%
Value ($000) $45,912 Shares 638,470 Est. Cost $72.82 Unrealized
AMZN AMAZON COM INC 2.4%
Value ($000) $42,758 Shares 194,896 Est. Cost $171.13 Unrealized +19.5%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $35,179 Shares 38,394 Est. Cost $746.48 Unrealized +23.6%
FISV FISERV INC 1.8%
Value ($000) $33,000 Shares 160,647 Est. Cost $150.10 Unrealized +36.0%
BKNG BOOKING HOLDINGS INC 1.8%
Value ($000) $32,775 Shares 6,597 Est. Cost $3574.73 Unrealized +33.3%
SPINNAKER ETF SERIES 1.6%
Value ($000) $29,096 Shares 3,250,939 Est. Cost $8.97 Unrealized
ENB ENBRIDGE INC 1.4%
Value ($000) $25,601 Shares 603,362 Est. Cost $32.48 Unrealized +20.7%
COR CENCORA INC 1.4%
Value ($000) $25,264 Shares 112,446 Est. Cost $226.94 Unrealized +2.7%
IWV ISHARES TR 1.3%
Value ($000) $23,597 Shares 70,598 Est. Cost $300.08 Unrealized
V VISA INC 1.3%
Value ($000) $22,648 Shares 71,663 Est. Cost $273.49 Unrealized +9.1%
DON WISDOMTREE TR 1.2%
Value ($000) $21,970 Shares 431,033 Est. Cost $48.77 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.2%
Value ($000) $21,767 Shares 629,278 Est. Cost $31.95 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $21,558 Shares 278,998 Est. Cost $77.11 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $19,752 Shares 39,047 Est. Cost $496.33 Unrealized +11.4%
BKLN INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $19,416 Shares 921,520 Est. Cost $21.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $19,374 Shares 42,742 Est. Cost $406.66 Unrealized +13.5%
ELV ELVANCE HEALTH INC 1.1%
Value ($000) $19,323 Shares 52,381 Est. Cost $490.49 Unrealized -16.6%
WMT WALMART INC 1.1%
Value ($000) $19,173 Shares 212,212 Est. Cost $59.64 Unrealized +43.9%
RBLX ROBLOX CORP 1.0%
Value ($000) $18,711 Shares 323,390 Est. Cost $40.82 Unrealized +23.3%
CRM SALESFORCE INC 1.0%
Value ($000) $18,688 Shares 55,898 Est. Cost $282.48 Unrealized +12.1%
RECS COLUMBIA ETF TR I 1.0%
Value ($000) $18,642 Shares 538,484 Est. Cost $34.62 Unrealized
GRMN GARMIN LTD 1.0%
Value ($000) $18,184 Shares 88,162 Est. Cost $138.01 Unrealized +39.4%
INTU INTUIT 1.0%
Value ($000) $18,008 Shares 28,653 Est. Cost $630.47 Unrealized +0.7%
SHV ISHARES TR 1.0%
Value ($000) $17,263 Shares 156,778 Est. Cost $110.55 Unrealized
PYLD PIMCO ETF TR 0.9%
Value ($000) $16,219 Shares 625,745 Est. Cost $26.61 Unrealized
IQV IQVIA HLDGS INC 0.9%
Value ($000) $15,760 Shares 80,202 Est. Cost $232.33 Unrealized -9.2%
GOOG ALPHABET INC CAP STK 0.9%
Value ($000) $15,692 Shares 82,400 Est. Cost $151.71 Unrealized +15.8%
AVUS AMERICAN CENTY ETF TR 0.8%
Value ($000) $14,968 Shares 154,425 Est. Cost $89.50 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $14,563 Shares 16,339 Est. Cost $58.09 Unrealized +41.7%
IEFA ISHARES TR CORE 0.8%
Value ($000) $14,109 Shares 200,748 Est. Cost $74.22 Unrealized
EWL ISHARES INC 0.7%
Value ($000) $12,760 Shares 277,623 Est. Cost $47.41 Unrealized
ORCL ORACLE CORP 0.7%
Value ($000) $12,293 Shares 73,767 Est. Cost $123.31 Unrealized +42.6%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $11,822 Shares 49,319 Est. Cost $175.77 Unrealized +29.7%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $11,787 Shares 70,309 Est. Cost $154.66 Unrealized +7.2%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $11,682 Shares 193,668 Est. Cost $71.62 Unrealized -0.3%
AVXC AMERICAN CENTY ETF TR 0.6%
Value ($000) $11,315 Shares 228,382 Est. Cost $53.58 Unrealized
ABNB AIRBNB INC 0.6%
Value ($000) $11,291 Shares 85,924 Est. Cost $143.44 Unrealized -6.1%
EPI WISDOMTREE TR 0.6%
Value ($000) $11,284 Shares 249,249 Est. Cost $43.70 Unrealized
SGOV ISHARES TR 0.6%
Value ($000) $10,970 Shares 109,348 Est. Cost $100.71 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $10,312 Shares 96,518 Est. Cost $108.87 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $9,739 Shares 118,796 Est. Cost $81.86 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $9,234 Shares 82,931 Est. Cost $96.60 Unrealized +7.2%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $9,021 Shares 74,955 Est. Cost $92.33 Unrealized +30.6%
USHY ISHARES TR 0.5%
Value ($000) $8,674 Shares 235,767 Est. Cost $36.65 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $7,945 Shares 33,853 Est. Cost $237.18 Unrealized +4.8%
TGT TARGET CORP 0.4%
Value ($000) $7,938 Shares 58,722 Est. Cost $141.51 Unrealized -3.4%
HYG ISHARES TR 0.4%
Value ($000) $7,844 Shares 99,738 Est. Cost $77.75 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $7,769 Shares 13,632 Est. Cost $516.23 Unrealized +7.9%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $7,718 Shares 29,291 Est. Cost $262.30 Unrealized +7.5%
BILZ PIMCO ETF TR 0.4%
Value ($000) $6,919 Shares 68,625 Est. Cost $101.16 Unrealized
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $6,725 Shares 260,341 Est. Cost $39.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $5,811 Shares 26,434 Est. Cost $172.56 Unrealized +25.3%
MS MORGAN STANLEY 0.3%
Value ($000) $5,669 Shares 45,089 Est. Cost $83.85 Unrealized +42.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $5,533 Shares 138,349 Est. Cost $36.21 Unrealized +8.8%
MET METLIFE INC 0.3%
Value ($000) $5,472 Shares 66,832 Est. Cost $66.18 Unrealized +21.9%
ABBV ABBVIE INC 0.3%
Value ($000) $5,422 Shares 30,512 Est. Cost $162.32 Unrealized +9.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $5,302 Shares 36,664 Est. Cost $149.40 Unrealized +0.1%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $5,250 Shares 52,295 Est. Cost $66.73 Unrealized +45.1%
CB CHUBB LIMITED 0.3%
Value ($000) $5,143 Shares 18,615 Est. Cost $243.00 Unrealized +15.8%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $5,111 Shares 182,393 Est. Cost $29.69 Unrealized -3.9%
GLW CORNING INC 0.3%
Value ($000) $5,065 Shares 106,580 Est. Cost $30.45 Unrealized +52.2%
AVSF AMERICAN CENTY ETF TR 0.3%
Value ($000) $4,962 Shares 107,547 Est. Cost $46.28 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $4,862 Shares 33,567 Est. Cost $139.62 Unrealized +4.2%
PSA PUBLIC STORAGE 0.3%
Value ($000) $4,813 Shares 16,072 Est. Cost $266.31 Unrealized +18.6%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $4,792 Shares 64,745 Est. Cost $66.09 Unrealized +11.7%
CAT CATERPILLAR INC 0.3%
Value ($000) $4,776 Shares 13,167 Est. Cost $381.74 Unrealized 0.0%
SJM SMUCKER J M CO 0.3%
Value ($000) $4,773 Shares 43,342 Est. Cost $116.17 Unrealized -5.3%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $4,755 Shares 67,690 Est. Cost $52.89 Unrealized +26.1%
LOW LOWES COS INC 0.3%
Value ($000) $4,751 Shares 19,249 Est. Cost $222.60 Unrealized +17.5%
MBB ISHARES TR 0.3%
Value ($000) $4,716 Shares 51,439 Est. Cost $92.36 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $4,709 Shares 58,956 Est. Cost $80.83 Unrealized +3.7%
MRK MERCK & CO INC 0.3%
Value ($000) $4,663 Shares 46,869 Est. Cost $113.02 Unrealized -12.7%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $4,657 Shares 40,416 Est. Cost $90.57 Unrealized +36.0%
CPB CAMPBELL SOUP CO 0.3%
Value ($000) $4,560 Shares 108,882 Est. Cost $40.67 Unrealized +6.3%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $4,494 Shares 161,947 Est. Cost $25.85 Unrealized +2.3%
SO SOUTHERN CO 0.2%
Value ($000) $4,486 Shares 54,494 Est. Cost $65.21 Unrealized +29.6%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $4,480 Shares 48,576 Est. Cost $76.84 Unrealized +21.2%
CME CME GROUP INC 0.2%
Value ($000) $4,458 Shares 19,197 Est. Cost $197.60 Unrealized +11.2%
PSX PHILLIPS 66 0.2%
Value ($000) $4,457 Shares 39,120 Est. Cost $133.04 Unrealized -8.3%
KVUE KENVUE INC 0.2%
Value ($000) $4,376 Shares 204,966 Est. Cost $19.13 Unrealized +13.3%
AVIG AMERICAN CENTY ETF TR 0.2%
Value ($000) $4,341 Shares 106,988 Est. Cost $41.24 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $4,326 Shares 16,596 Est. Cost $277.09 Unrealized +3.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $4,164 Shares 14,032 Est. Cost $218.86 Unrealized +29.6%
IGSB ISHARES TR 0.2%
Value ($000) $4,122 Shares 79,720 Est. Cost $51.33 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $4,081 Shares 14,077 Est. Cost $274.41 Unrealized +5.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,061 Shares 70,592 Est. Cost $57.86 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $4,041 Shares 54,409 Est. Cost $82.83 Unrealized -8.6%
UNILEVER PLC 0.2%
Value ($000) $3,816 Shares 67,308 Est. Cost $53.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $3,597 Shares 12,289 Est. Cost $242.41 Unrealized +18.8%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $3,596 Shares 38,780 Est. Cost $89.90 Unrealized
GVI ISHARES TR 0.2%
Value ($000) $3,268 Shares 31,349 Est. Cost $103.98 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $3,087 Shares 26,715 Est. Cost $115.81 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,958 Shares 65,886 Est. Cost $66.05 Unrealized -18.8%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $2,606 Shares 51,388 Est. Cost $50.74 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $2,492 Shares 57,632 Est. Cost $40.71 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $1,838 Shares 20,646 Est. Cost $89.67 Unrealized
IGLB ISHARES TR 0.1%
Value ($000) $1,801 Shares 36,458 Est. Cost $51.36 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $1,654 Shares 14,629 Est. Cost $102.47 Unrealized +6.4%
EMXC ISHARES INC MSCI 0.1%
Value ($000) $1,501 Shares 27,071 Est. Cost $57.57 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,293 Shares 4,895 Est. Cost $250.85 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,285 Shares 13,316 Est. Cost $93.80 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,280 Shares 14,329 Est. Cost $85.44 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,092 Shares 2,135 Est. Cost $446.76 Unrealized
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $924 Shares 35,308 Est. Cost $28.68 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $785 Shares 11,146 Est. Cost $52.53 Unrealized +24.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $743 Shares 18,011 Est. Cost $33.57 Unrealized +24.0%
WMB WILLIAMS CO INC 0.0%
Value ($000) $734 Shares 13,571 Est. Cost $32.99 Unrealized +56.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $721 Shares 2,586 Est. Cost $242.45 Unrealized +12.0%
BX BLACKSTONE INC 0.0%
Value ($000) $705 Shares 4,088 Est. Cost $118.70 Unrealized +42.2%
KELLANOVA 0.0%
Value ($000) $680 Shares 8,399 Est. Cost $51.97 Unrealized +50.4%
BKH BLACK HILLS CORP 0.0%
Value ($000) $659 Shares 11,262 Est. Cost $47.73 Unrealized +20.1%
FSK FS KKR CAP CORP 0.0%
Value ($000) $608 Shares 28,005 Est. Cost $14.79 Unrealized +18.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $591 Shares 8,118 Est. Cost $68.48 Unrealized +7.0%
KO COCA COLA CO 0.0%
Value ($000) $586 Shares 9,405 Est. Cost $60.69 Unrealized +3.9%
SON SONOCO PRODS CO 0.0%
Value ($000) $570 Shares 11,660 Est. Cost $52.52 Unrealized -6.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $548 Shares 4,080 Est. Cost $137.79 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $539 Shares 4,656 Est. Cost $114.41 Unrealized +3.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $538 Shares 4,997 Est. Cost $110.09 Unrealized +2.1%
WTMF WISDOMTREE TR 0.0%
Value ($000) $494 Shares 14,155 Est. Cost $37.50 Unrealized
HGER HARBOR ETF TRUST 0.0%
Value ($000) $494 Shares 22,325 Est. Cost $22.14 Unrealized
FMF FIRST TR EXCHANGE-TRADED 0.0%
Value ($000) $493 Shares 10,368 Est. Cost $50.57 Unrealized
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $469 Shares 31,344 Est. Cost $22.67 Unrealized -18.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $403 Shares 2,321 Est. Cost $122.96 Unrealized +41.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $364 Shares 1,964 Est. Cost $124.79 Unrealized +25.2%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $316 Shares 540 Est. Cost $586.08 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $293 Shares 3,454 Est. Cost $52.69 Unrealized +36.2%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $281 Shares 2,234 Est. Cost $110.24 Unrealized +34.7%
ALLY ALLY FINL INC 0.0%
Value ($000) $277 Shares 7,696 Est. Cost $34.24 Unrealized +1.7%
ACM AECOM 0.0%
Value ($000) $269 Shares 2,522 Est. Cost $88.94 Unrealized +21.2%
CMA COMERICA INC 0.0%
Value ($000) $269 Shares 4,345 Est. Cost $47.58 Unrealized +29.7%
AA ALCOA CORP 0.0%
Value ($000) $268 Shares 7,104 Est. Cost $28.69 Unrealized +42.9%
CWB SPDR SER TR 0.0%
Value ($000) $260 Shares 3,343 Est. Cost $73.04 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $251 Shares 3,393 Est. Cost $53.70 Unrealized +33.1%
ABM ABM IINDS INC 0.0%
Value ($000) $246 Shares 4,814 Est. Cost $40.29 Unrealized +31.3%
BWA BROGWARNER INC 0.0%
Value ($000) $242 Shares 7,625 Est. Cost $32.43 Unrealized +3.2%
MTZ MASTEC INC 0.0%
Value ($000) $241 Shares 1,773 Est. Cost $76.04 Unrealized +76.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $241 Shares 5,597 Est. Cost $35.88 Unrealized +12.1%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $238 Shares 3,812 Est. Cost $58.18 Unrealized +7.6%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $237 Shares 2,097 Est. Cost $118.63 Unrealized +4.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $234 Shares 7,158 Est. Cost $40.85 Unrealized -10.8%
AOS SMITH A O CORP 0.0%
Value ($000) $232 Shares 3,405 Est. Cost $79.25 Unrealized -6.5%
MC MOELIS & CO 0.0%
Value ($000) $231 Shares 3,132 Est. Cost $50.10 Unrealized +36.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $228 Shares 1,593 Est. Cost $183.80 Unrealized -3.7%
PNR PENTAIR PLC 0.0%
Value ($000) $227 Shares 2,259 Est. Cost $74.38 Unrealized +36.4%
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $225 Shares 3,379 Est. Cost $44.11 Unrealized +59.4%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $220 Shares 2,122 Est. Cost $71.88 Unrealized +51.3%
O REALTY INCOME CORP 0.0%
Value ($000) $219 Shares 4,103 Est. Cost $54.96 Unrealized -0.8%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $219 Shares 864 Est. Cost $181.90 Unrealized +46.5%
CNS COHEN & STEERS INC 0.0%
Value ($000) $218 Shares 2,362 Est. Cost $81.62 Unrealized +17.0%
SNAP SNAP INC 0.0%
Value ($000) $217 Shares 20,191 Est. Cost $12.91 Unrealized -12.7%
RHI ROBERT HALF INC. 0.0%
Value ($000) $217 Shares 3,075 Est. Cost $71.28 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $216 Shares 1,679 Est. Cost $136.24 Unrealized +10.5%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $215 Shares 2,095 Est. Cost $101.18 Unrealized +0.6%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $213 Shares 1,561 Est. Cost $123.68 Unrealized 0.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $212 Shares 15,315 Est. Cost $14.16 Unrealized -2.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $212 Shares 1,120 Est. Cost $254.10 Unrealized -17.3%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $211 Shares 2,186 Est. Cost $78.64 Unrealized +26.7%
RPM RPM INTL INC 0.0%
Value ($000) $211 Shares 1,714 Est. Cost $115.74 Unrealized +14.0%
HUBB HUBBELL INC 0.0%
Value ($000) $210 Shares 501 Est. Cost $377.50 Unrealized +16.5%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $210 Shares 1,873 Est. Cost $104.68 Unrealized +2.2%
DOX AMDOCS LTD 0.0%
Value ($000) $210 Shares 2,462 Est. Cost $85.15 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $206 Shares 10,321 Est. Cost $21.09 Unrealized 0.0%
OC OWNES CORNING NEW 0.0%
Value ($000) $205 Shares 1,206 Est. Cost $152.55 Unrealized +22.5%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $205 Shares 2,541 Est. Cost $83.09 Unrealized +10.4%
PII POLARIS INC 0.0%
Value ($000) $204 Shares 3,549 Est. Cost $79.02 Unrealized -11.9%
EXP EAGLE MATLS INC 0.0%
Value ($000) $203 Shares 824 Est. Cost $248.47 Unrealized +15.5%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $203 Shares 4,638 Est. Cost $31.91 Unrealized +46.9%
IGIB ISHARES TR 0.0%
Value ($000) $202 Shares 3,922 Est. Cost $51.51 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $201 Shares 3,805 Est. Cost $53.32 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $175 Shares 28,374 Est. Cost $357.58 Unrealized +0.1%