Tevis Investment Management Diversified Active

CIK: 0001940416 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $102,776 (93.3% shares, 6.7% debt)

Holdings (388)

BRK/B BERKSHIRE HATHAWAY INC COM CL B 4.1%
Value ($000) $4,232 Shares 15,847 Est. Cost $287.83 Unrealized -1.1%
CCEP COCA-COLA EUROPACIFIC PART PLC COM 3.8%
Value ($000) $3,938 Shares 92,415 Est. Cost $47.10 Unrealized -4.2%
INVH INVITATION HOMES INC COM USD0.01 3.6%
Value ($000) $3,706 Shares 109,737 Est. Cost $35.84 Unrealized -8.3%
AAPL APPLE INC COM 3.6%
Value ($000) $3,686 Shares 26,482 Est. Cost $154.44 Unrealized -0.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2.9%
Value ($000) $2,942 Shares 32,122 Est. Cost $91.58 Unrealized
UNILEVER PLC ADR SPONSORED 2.5%
Value ($000) $2,555 Shares 58,263 Est. Cost $51.54 Unrealized
MRK MERCK & CO INC COM 2.2%
Value ($000) $2,297 Shares 26,678 Est. Cost $70.31 Unrealized +14.4%
AEM AGNICO EAGLE MINES LTD COM 1.7%
Value ($000) $1,771 Shares 41,947 Est. Cost $48.29 Unrealized -18.3%
TDSC EXCHANGE LISTED FUNDS TRUST CABANA TARGET DRAWDOWN 10 ETF 1.7%
Value ($000) $1,719 Shares 75,612 Est. Cost $24.97 Unrealized
MDT MEDTRONIC PLC COM 1.7%
Value ($000) $1,703 Shares 22,794 Est. Cost $96.13 Unrealized -16.0%
L LOEWS CORP COM 1.6%
Value ($000) $1,682 Shares 33,742 Est. Cost $56.10 Unrealized -1.1%
ENB ENBRIDGE INC COM 1.6%
Value ($000) $1,640 Shares 44,186 Est. Cost $30.88 Unrealized +9.5%
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $1,540 Shares 12,194 Est. Cost $134.13 Unrealized -2.6%
XOM EXXON MOBIL CORPORATION COM 1.5%
Value ($000) $1,514 Shares 17,339 Est. Cost $53.90 Unrealized +50.9%
DD DUPONT DE NEMOURS INC COM 1.5%
Value ($000) $1,496 Shares 29,700 Est. Cost $27.94 Unrealized -20.4%
KO COCA-COLA CO COM 1.4%
Value ($000) $1,460 Shares 26,138 Est. Cost $49.18 Unrealized +14.0%
RTX RAYTHEON TECH CORP COM 1.4%
Value ($000) $1,430 Shares 17,465 Est. Cost $79.73 Unrealized +5.2%
EQUITY COMMONWEALTH USD0.01( BNF INT) 1.4%
Value ($000) $1,403 Shares 57,627 Est. Cost $26.04 Unrealized
CTVA CORTEVA INC COM 1.3%
Value ($000) $1,360 Shares 23,800 Est. Cost $43.78 Unrealized +28.3%
CSCO CISCO SYSTEMS INC COM 1.3%
Value ($000) $1,344 Shares 33,562 Est. Cost $50.07 Unrealized -20.0%
DIS WALT DISNEY COMPANY (THE) COM 1.3%
Value ($000) $1,339 Shares 14,186 Est. Cost $138.50 Unrealized -24.5%
BARRICK GOLD CORPORATION COM 1.3%
Value ($000) $1,297 Shares 83,693 Est. Cost $18.67 Unrealized
SBUX STARBUCKS CORP COM 1.2%
Value ($000) $1,278 Shares 15,162 Est. Cost $96.60 Unrealized -18.9%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $1,270 Shares 5,450 Est. Cost $304.73 Unrealized -15.7%
ALLEGHANY CORP COM 1.2%
Value ($000) $1,266 Shares 1,507 Est. Cost $677.10 Unrealized
D DOMINION ENERGY INC COM 1.2%
Value ($000) $1,264 Shares 18,290 Est. Cost $62.56 Unrealized +9.2%
EOG EOG RESOURCES INC COM 1.1%
Value ($000) $1,170 Shares 10,478 Est. Cost $79.88 Unrealized +22.3%
VZ VERIZON COMMUNICATIONS COM 1.1%
Value ($000) $1,169 Shares 30,806 Est. Cost $40.16 Unrealized -10.9%
TRV TRAVELERS COMPANIES INC COM 1.1%
Value ($000) $1,126 Shares 7,347 Est. Cost $145.31 Unrealized +4.7%
INGR INGREDION INC COM 1.1%
Value ($000) $1,120 Shares 13,915 Est. Cost $95.61 Unrealized -8.2%
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $1,111 Shares 6,804 Est. Cost $145.19 Unrealized +5.3%
EXCHANGE LISTED FUNDS TRUST CABANA TARGET DRAWDOWN 13 ETF 1.1%
Value ($000) $1,089 Shares 49,806 Est. Cost $24.69 Unrealized
HD HOME DEPOT INC COM 1.1%
Value ($000) $1,084 Shares 3,929 Est. Cost $310.46 Unrealized -12.8%
CMCSA COMCAST CORP COM CL A 1.0%
Value ($000) $1,034 Shares 42,480 Est. Cost $40.31 Unrealized -16.5%
PEP PEPSICO INC COM 1.0%
Value ($000) $1,034 Shares 6,332 Est. Cost $143.51 Unrealized +7.6%
ORCL ORACLE CORP COM 1.0%
Value ($000) $1,029 Shares 16,848 Est. Cost $87.82 Unrealized -20.1%
NVO NOVO NORDISK A/S ADR SPONSORED 1.0%
Value ($000) $1,025 Shares 10,295 Est. Cost $111.83 Unrealized
PM PHILIP MORRIS INTL INC COM 1.0%
Value ($000) $996 Shares 12,000 Est. Cost $76.31 Unrealized +6.1%
GOOGL ALPHABET INC COM CL A 0.9%
Value ($000) $928 Shares 9,696 Est. Cost $111.35 Unrealized -1.2%
PFE PFIZER INC COM 0.9%
Value ($000) $926 Shares 21,145 Est. Cost $40.23 Unrealized +0.5%
CHRW CH ROBINSON WORLDWIDE INC COM 0.9%
Value ($000) $880 Shares 9,140 Est. Cost $87.87 Unrealized +12.3%
RHHBY ROCHE HOLDINGS AG ADR SPONSORED 0.9%
Value ($000) $880 Shares 17,946 Est. Cost $48.45 Unrealized
GD GENERAL DYNAMICS CORP COM 0.8%
Value ($000) $853 Shares 4,024 Est. Cost $186.35 Unrealized +13.2%
NKE NIKE INC COM CL B 0.8%
Value ($000) $836 Shares 10,063 Est. Cost $140.65 Unrealized -27.8%
WMT WALMART INC COM 0.8%
Value ($000) $831 Shares 6,416 Est. Cost $44.77 Unrealized -6.2%
NSRGY NESTLE SA ADR SPONSORED 0.7%
Value ($000) $753 Shares 7,000 Est. Cost $140.43 Unrealized
EXCHANGE LISTED FUNDS TRUST CABANA TARGET LEADING SECTO 0.7%
Value ($000) $720 Shares 34,756 Est. Cost $21.34 Unrealized
ACN ACCENTURE PLC COM 0.7%
Value ($000) $717 Shares 2,787 Est. Cost $316.83 Unrealized -13.3%
V VISA INC COM CL A 0.7%
Value ($000) $692 Shares 3,895 Est. Cost $207.53 Unrealized -4.4%
BIIB BIOGEN INC COM 0.7%
Value ($000) $673 Shares 2,522 Est. Cost $251.79 Unrealized -15.7%
MMM 3M COMPANY COM 0.7%
Value ($000) $669 Shares 6,058 Est. Cost $127.29 Unrealized -24.2%
CVX CHEVRON CORPORATION COM 0.6%
Value ($000) $632 Shares 4,406 Est. Cost $97.70 Unrealized +35.9%
COST COSTCO WHOLESALE CORP COM 0.6%
Value ($000) $627 Shares 1,326 Est. Cost $486.73 Unrealized +2.3%
IFF INTL FLAVORS & FRAGRANCES INC COM 0.6%
Value ($000) $619 Shares 6,813 Est. Cost $122.40 Unrealized -15.1%
ABBV ABBVIE INC COM 0.5%
Value ($000) $537 Shares 4,000 Est. Cost $101.71 Unrealized +25.0%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $515 Shares 12,766 Est. Cost $32.79 Unrealized +0.8%
BDX BECTON DICKINSON & CO COM 0.5%
Value ($000) $512 Shares 2,297 Est. Cost $224.48 Unrealized +4.5%
CTSH COGNIZANT TECHNOLO COM CL A 0.5%
Value ($000) $498 Shares 8,662 Est. Cost $74.80 Unrealized -17.2%
ADBE ADOBE INC COM 0.5%
Value ($000) $493 Shares 1,793 Est. Cost $474.03 Unrealized -20.2%
LLY ELI LILLY AND COMPANY COM 0.5%
Value ($000) $493 Shares 1,525 Est. Cost $277.99 Unrealized +10.8%
ABT ABBOTT LABORATORIES COM 0.5%
Value ($000) $488 Shares 5,040 Est. Cost $117.48 Unrealized -14.9%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $476 Shares 4,207 Est. Cost $126.70 Unrealized -0.2%
MA MASTERCARD INCORPORATED COM CL A 0.5%
Value ($000) $469 Shares 1,650 Est. Cost $337.80 Unrealized -3.7%
RECKITT BENCKISER GROUP PLC ADR 0.4%
Value ($000) $446 Shares 33,585 Est. Cost $17.41 Unrealized
TJX TJX COS INC COM 0.4%
Value ($000) $444 Shares 7,156 Est. Cost $64.48 Unrealized -7.1%
AMN AMN HEALTHCARE SERVICES INC COM 0.4%
Value ($000) $442 Shares 4,170 Est. Cost $111.02 Unrealized -1.3%
MDLZ MONDELEZ INTL INC COM CL A 0.4%
Value ($000) $419 Shares 7,638 Est. Cost $55.31 Unrealized +2.3%
JLL JONES LANG LASALLE INC COM 0.4%
Value ($000) $405 Shares 2,683 Est. Cost $250.78 Unrealized -30.5%
GWRE GUIDEWIRE SOFTWARE INC COM 0.4%
Value ($000) $401 Shares 6,518 Est. Cost $113.99 Unrealized -36.6%
LNG CHENIERE ENERGY INC COM 0.4%
Value ($000) $361 Shares 2,177 Est. Cost $104.32 Unrealized +45.4%
GHC GRAHAM HOLDINGS CO COM CL B 0.3%
Value ($000) $346 Shares 644 Est. Cost $566.44 Unrealized -2.3%
IVV ISHARES TRUST CORE S&P500 ETF 0.3%
Value ($000) $336 Shares 937 Est. Cost $410.75 Unrealized
CF CF INDUSTRIES HOLDINGS INC COM 0.3%
Value ($000) $331 Shares 3,434 Est. Cost $89.74 Unrealized +0.8%
WSC WILLSCOT MOBILE MINI HLDGS COR COM CL A 0.3%
Value ($000) $328 Shares 8,144 Est. Cost $39.00 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.3%
Value ($000) $327 Shares 2,893 Est. Cost $113.03 Unrealized
NVDA NVIDIA CORP COM 0.3%
Value ($000) $326 Shares 2,683 Est. Cost $25.67 Unrealized -38.5%
MOH MOLINA HEALTHCARE INC COM 0.3%
Value ($000) $326 Shares 987 Est. Cost $322.01 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $322 Shares 3,149 Est. Cost $65.58 Unrealized +34.5%
ADM ARCHER-DANIELS-MIDLAND CO COM 0.3%
Value ($000) $308 Shares 3,836 Est. Cost $78.47 Unrealized -5.4%
PWR QUANTA SERVICES COM 0.3%
Value ($000) $292 Shares 2,294 Est. Cost $135.81 Unrealized +0.2%
CSL CARLISLE COS INC COM 0.3%
Value ($000) $289 Shares 1,031 Est. Cost $275.28 Unrealized 0.0%
SHEL SHELL PLC ADR SPONSORED 0.3%
Value ($000) $259 Shares 5,203 Est. Cost $54.06 Unrealized
EXCHANGE LISTED FUNDS TRUST CABANA TARGT LEADING SCTR 0.2%
Value ($000) $207 Shares 11,098 Est. Cost $22.98 Unrealized
KELLOGG COMPANY COM 0.2%
Value ($000) $199 Shares 2,860 Est. Cost $51.09 Unrealized +19.7%
AWK AMER WATER WORKS CO INC COM 0.2%
Value ($000) $198 Shares 1,521 Est. Cost $160.41 Unrealized -12.7%
CFR CULLEN FROST BANKERS COM 0.2%
Value ($000) $197 Shares 1,488 Est. Cost $113.50 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $183 Shares 362 Est. Cost $422.19 Unrealized +17.3%
DEO DIAGEO ADR SPONSORED 0.2%
Value ($000) $182 Shares 1,075 Est. Cost $211.78 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.2%
Value ($000) $179 Shares 3,394 Est. Cost $74.84 Unrealized
QUAL ISHARES TRUST MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $176 Shares 1,697 Est. Cost $118.85 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $176 Shares 2,300 Est. Cost $55.25 Unrealized +22.7%
UPS UNITED PARCEL SERVICE INC COM CL B 0.2%
Value ($000) $173 Shares 1,066 Est. Cost $166.54 Unrealized -3.6%
ANNE ARUNDEL CNTY MD GO CONSOLIDATED GEN IMPT CLBL 0.2%
Value ($000) $172 Shares 155 Est. Cost $1322.58 Unrealized
MGK VANGUARD MEGA GRWTH IND ETF 0.2%
Value ($000) $172 Shares 989 Est. Cost $249.83 Unrealized
CENTRAL FLA EXPWY AUTH SR LIEN REF BDS REV CLBL 0.2%
Value ($000) $169 Shares 155 Est. Cost $1335.48 Unrealized
LAKE WORTH BEACH FLA CONS UTIL BDS REV CLBL 0.2%
Value ($000) $167 Shares 165 Est. Cost $1224.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT 0.2%
Value ($000) $162 Shares 6,792 Est. Cost $22.08 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $159 Shares 2,338 Est. Cost $54.72 Unrealized +22.3%
ST MARY PARISH LA SOLID WASTE REF BDS REV 0.2%
Value ($000) $155 Shares 150 Est. Cost $1133.33 Unrealized
FORT BEND CNTY TEX MUN UTIL DI UNLTD TAX BDS 0.2%
Value ($000) $155 Shares 155 Est. Cost $1051.61 Unrealized
PENNSYLVANIA ST TPK COMMN REV BDS CLBL 0.1%
Value ($000) $150 Shares 135 Est. Cost $1235.39 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $149 Shares 695 Est. Cost $308.06 Unrealized -28.6%
UNION CITY N J GO BDS 0.1%
Value ($000) $146 Shares 170 Est. Cost $1047.06 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.1%
Value ($000) $138 Shares 519 Est. Cost $397.73 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $134 Shares 5,202 Est. Cost $46.69 Unrealized -30.8%
CLARK CNTY NEV SCH DIST LTD TAX GO BLDG BDS CLBL 0.1%
Value ($000) $134 Shares 135 Est. Cost $1066.67 Unrealized
EAST MONTGOMERY CNTY MUN UTIL UNLTD TAX RD BDS 0.1%
Value ($000) $132 Shares 130 Est. Cost $1092.31 Unrealized
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $129 Shares 2,083 Est. Cost $61.56 Unrealized -29.8%
ALABAMA ST UNIV REV GEN TUITION AND FEE B REV CLBL 0.1%
Value ($000) $127 Shares 120 Est. Cost $1108.33 Unrealized
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $125 Shares 642 Est. Cost $214.98 Unrealized -5.0%
MACON CNTY ILL SCH DIST NO 061 GO BDS CLBL 0.1%
Value ($000) $125 Shares 115 Est. Cost $1260.87 Unrealized
CIBOLO CANYONS SPL IMPT DIST T LTD AD VALOREM TAX UTIL SYS EN 0.1%
Value ($000) $121 Shares 120 Est. Cost $1066.67 Unrealized
EMR EMERSON ELECTRIC CO COM 0.1%
Value ($000) $121 Shares 1,654 Est. Cost $86.51 Unrealized -10.3%
TAP MOLSON COORS BEVERAGE COMPANY COM CL B 0.1%
Value ($000) $120 Shares 2,501 Est. Cost $40.32 Unrealized +20.8%
MIDDLETOWN N Y PUB IMPT BDS CLBL 0.1%
Value ($000) $119 Shares 130 Est. Cost $1123.08 Unrealized
XOP SPDR S&P OILGAS EXP ETF 0.1%
Value ($000) $118 Shares 948 Est. Cost $95.02 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.1%
Value ($000) $115 Shares 971 Est. Cost $168.38 Unrealized
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $113 Shares 1,082 Est. Cost $133.92 Unrealized -21.1%
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $112 Shares 485 Est. Cost $229.69 Unrealized +2.9%
CHARGEPOINT HOLDINGS INC COM CL A 0.1%
Value ($000) $112 Shares 7,546 Est. Cost $14.94 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.1%
Value ($000) $109 Shares 704 Est. Cost $170.14 Unrealized -10.9%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $109 Shares 526 Est. Cost $210.16 Unrealized +2.1%
GBIL GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF 0.1%
Value ($000) $108 Shares 1,086 Est. Cost $100.00 Unrealized
BEAVER COUNTY PENNSYLVANIA GO BDS 0.1%
Value ($000) $106 Shares 105 Est. Cost $1085.71 Unrealized
WFC WELLS FARGO & COMPANY COM 0.1%
Value ($000) $106 Shares 2,641 Est. Cost $44.14 Unrealized -10.8%
MKC MCCORMICK & COMPANY INC COM 0.1%
Value ($000) $105 Shares 1,474 Est. Cost $77.86 Unrealized -0.6%
NVS NOVARTIS AG ADR SPONSORED 0.1%
Value ($000) $105 Shares 1,391 Est. Cost $87.71 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.1%
Value ($000) $104 Shares 625 Est. Cost $174.33 Unrealized -7.0%
SPYD SPDR PRTFLO S&P500 HI ETF 0.1%
Value ($000) $101 Shares 2,868 Est. Cost $43.17 Unrealized
WYOMING CMNTY DEV AUTH BDS REV CLBL 0.1%
Value ($000) $98 Shares 115 Est. Cost $1034.78 Unrealized
PROSHARES TRUST SHORT QQQ NEW ETF 0.1%
Value ($000) $97 Shares 6,500 Est. Cost $14.92 Unrealized
KENTUCKY INC KY PUB ENERGY AUT BDS REV CLBL VAR 0.1%
Value ($000) $92 Shares 95 Est. Cost $1161.90 Unrealized
VIRGIN ISLANDS WTR & PWR AUTH REV BDS 0.1%
Value ($000) $91 Shares 100 Est. Cost $970.00 Unrealized
SANGAMON & CHRISTIAN CNTYS ILL GO REF BDS 0.1%
Value ($000) $91 Shares 90 Est. Cost $1155.56 Unrealized
CL COLGATE-PALMOLIVE CO COM 0.1%
Value ($000) $89 Shares 1,272 Est. Cost $70.92 Unrealized +2.2%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $88 Shares 787 Est. Cost $129.77 Unrealized
XLC SELECT SECTOR SPDR TRUST COMMUNICATION ETF 0.1%
Value ($000) $88 Shares 1,838 Est. Cost $51.05 Unrealized
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.1%
Value ($000) $86 Shares 606 Est. Cost $137.31 Unrealized
MBB ISHARES TRUST MBS ETF 0.1%
Value ($000) $85 Shares 926 Est. Cost $106.52 Unrealized
MC COOK ILL GO BDS CLBL 0.1%
Value ($000) $85 Shares 85 Est. Cost $1164.71 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $85 Shares 2,546 Est. Cost $29.49 Unrealized +6.7%
BANGOR PA AREA SCH DIST GO BDS CLBL 0.1%
Value ($000) $85 Shares 80 Est. Cost $1200.00 Unrealized
CEF SPROTT PHYSICAL GOLD AND SILVE TR UNIT 0.1%
Value ($000) $84 Shares 5,417 Est. Cost $17.65 Unrealized
EEMA ISHARES INC MSCI EM ASIA ETF 0.1%
Value ($000) $84 Shares 1,472 Est. Cost $81.12 Unrealized
AJG GALLAGHER (ARTHUR J) & CO COM 0.1%
Value ($000) $84 Shares 491 Est. Cost $158.02 Unrealized +8.8%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $84 Shares 2,320 Est. Cost $50.95 Unrealized -26.2%
LAS VARAS PUB FAC CORP TEX MUL BDS REV VAR 0.1%
Value ($000) $83 Shares 85 Est. Cost $1000.00 Unrealized
CLSM EXCHANGE LISTED FUNDS TRUST CABANA TARGET LEADING SCTOR 0.1%
Value ($000) $83 Shares 3,977 Est. Cost $23.88 Unrealized
LITTLE ROCK ARK HOTEL GROSS RC BDS REV CLBL 0.1%
Value ($000) $82 Shares 75 Est. Cost $1253.33 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $81 Shares 1,000 Est. Cost $64.72 Unrealized +16.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $81 Shares 361 Est. Cost $197.98 Unrealized +10.0%
BROOME CNTY N Y LOC DEV CORP BDS REV CLBL 0.1%
Value ($000) $80 Shares 75 Est. Cost $1266.67 Unrealized
NEW KENSINGTON-ARNOLD PA SCH D GO BDS 0.1%
Value ($000) $79 Shares 75 Est. Cost $1173.33 Unrealized
KAUFMAN CNTY TEX FRESH WTR SUP UNLTD TAX UTIL BDS 0.1%
Value ($000) $77 Shares 75 Est. Cost $1133.33 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $77 Shares 1,254 Est. Cost $56.88 Unrealized -1.9%
HARRIS CNTY TEX MUN UTIL DIST UNLTD TAX BDS 0.1%
Value ($000) $77 Shares 75 Est. Cost $1133.33 Unrealized
HARRIS CNTY TEX MUN UTIL DIST UNLTD TAX REF BDS CLBL 0.1%
Value ($000) $76 Shares 80 Est. Cost $1062.50 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $74 Shares 1,159 Est. Cost $78.43 Unrealized -11.7%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $72 Shares 2,937 Est. Cost $21.79 Unrealized +21.9%
BRAZORIA CNTY TEX MUN UTIL DIS UNLTD TAX RD BDS CLBL 0.1%
Value ($000) $72 Shares 70 Est. Cost $1128.57 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.1%
Value ($000) $69 Shares 1,138 Est. Cost $68.45 Unrealized -11.4%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $68 Shares 487 Est. Cost $156.10 Unrealized -4.6%
BAC BANK OF AMERICA CORPORATION COM 0.1%
Value ($000) $68 Shares 2,259 Est. Cost $37.50 Unrealized -18.4%
PNC PNC FINANCIAL SERVICES GROUP COM 0.1%
Value ($000) $67 Shares 447 Est. Cost $164.78 Unrealized -13.8%
UTAH STATE BOARD REGENTS GEN BDS REV CLBL 0.1%
Value ($000) $66 Shares 65 Est. Cost $1200.00 Unrealized
WYOMING CMNTY DEV AUTH BDS REV CLBL 0.1%
Value ($000) $66 Shares 70 Est. Cost $1085.71 Unrealized
OYSTER BAY N Y PUB IMPT BDS CLBL 0.1%
Value ($000) $65 Shares 65 Est. Cost $1107.69 Unrealized
CCI CROWN CASTLE INC COM USD0.01 0.1%
Value ($000) $65 Shares 447 Est. Cost $147.49 Unrealized -3.4%
HOBART IND REDEV AUTH LEASE RE BDS REV 0.1%
Value ($000) $65 Shares 60 Est. Cost $1266.67 Unrealized
NORTH CAROLINA HSG FIN AGY HOM BDS REV CLBL 0.1%
Value ($000) $65 Shares 70 Est. Cost $1066.67 Unrealized
MISSISSIPPI HOME CORP SINGLE F BDS REV CLBL 0.1%
Value ($000) $65 Shares 75 Est. Cost $1040.00 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $62 Shares 580 Est. Cost $118.20 Unrealized -8.0%
USB US BANCORP COM 0.1%
Value ($000) $62 Shares 1,533 Est. Cost $45.69 Unrealized -14.1%
VIRGINIA ST HSG DEV AUTH RENTAL HSG BDS REV 0.1%
Value ($000) $61 Shares 65 Est. Cost $1073.68 Unrealized
KENT CITY MICH CMNTY SCHS GO UNLTD TAX BLDG SITE BD CLBL 0.1%
Value ($000) $61 Shares 55 Est. Cost $1290.91 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.1%
Value ($000) $60 Shares 973 Est. Cost $32.60 Unrealized +86.2%
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $57 Shares 808 Est. Cost $92.15 Unrealized -14.7%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $57 Shares 1,200 Est. Cost $36.19 Unrealized +20.8%
DISTRICT COLUMBIA REV BDS M/W 0.1%
Value ($000) $55 Shares 50 Est. Cost $1380.00 Unrealized
FLORIDA HSG FIN CORP HOMEOWNER MTG REV BDS CLBL 0.1%
Value ($000) $53 Shares 65 Est. Cost $984.62 Unrealized
OREGON ST HSG & CMNTY SVCS DEP BDS REV CLBL 0.1%
Value ($000) $53 Shares 55 Est. Cost $1072.73 Unrealized
PARAMOUNT GLOBAL COM 0.1%
Value ($000) $53 Shares 2,785 Est. Cost $28.43 Unrealized
GOVERNORS ST UNIV ILL CTFS PAR COPS REV 0.1%
Value ($000) $53 Shares 50 Est. Cost $1180.00 Unrealized
LOUISIANA ST UNIV & AGRIC & ME AUXILIARY REF BDS REV CLBL 0.1%
Value ($000) $52 Shares 50 Est. Cost $1180.00 Unrealized
DUTCHESS CNTY N Y LOC DEV CORP REV BDS M/W 0.1%
Value ($000) $52 Shares 54 Est. Cost $1240.74 Unrealized
VIRIDIAN MUN MGMT DIST TEX UNLTD TAX UTIL IMPT B REV CLBL 0.0%
Value ($000) $51 Shares 50 Est. Cost $1160.00 Unrealized
YORK PA CITY SWR AUTH SWR REV GTD BDS REV 0.0%
Value ($000) $47 Shares 45 Est. Cost $1155.56 Unrealized
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $47 Shares 2,074 Est. Cost $16.25 Unrealized
COWZ PACER FDS TR US CASH COWS 100 ETF 0.0%
Value ($000) $46 Shares 1,118 Est. Cost $41.14 Unrealized
TULSA OKLA STAD TR REV REF BDS CLBL 0.0%
Value ($000) $45 Shares 45 Est. Cost $1044.44 Unrealized
EWC ISHARES INC MSCI CDA ETF 0.0%
Value ($000) $45 Shares 1,470 Est. Cost $38.92 Unrealized
FORT BEND CNTY TEX MUN UTIL DI RD FACS BDS REV CLBL 0.0%
Value ($000) $45 Shares 50 Est. Cost $1040.00 Unrealized
KAUFMAN CNTY TEX FRESH WTR SUP UNLTD TAX RD BDS CLBL 0.0%
Value ($000) $45 Shares 60 Est. Cost $983.33 Unrealized
BLACK BELT ENERGY GAS DIST ALA BDS REV CLBL VAR 0.0%
Value ($000) $43 Shares 45 Est. Cost $1222.22 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $24.02 Unrealized +18.9%
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $42 Shares 301 Est. Cost $151.70 Unrealized -2.6%
EVRG EVERGY INC COM 0.0%
Value ($000) $42 Shares 701 Est. Cost $55.54 Unrealized +4.9%
MONTGOMERY CNTY MD HSG OPPTYS BDS REV CLBL 0.0%
Value ($000) $41 Shares 45 Est. Cost $1057.14 Unrealized
WOODLAND HILLS SCH DIST PA GO BDS CLBL 0.0%
Value ($000) $41 Shares 40 Est. Cost $1175.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $41 Shares 175 Est. Cost $40.05 Unrealized -44.5%
ILLINOIS ST GO REF BDS CLBL 0.0%
Value ($000) $40 Shares 40 Est. Cost $1225.00 Unrealized
IGSB ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD 0.0%
Value ($000) $40 Shares 802 Est. Cost $54.29 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $40 Shares 3,582 Est. Cost $13.80 Unrealized -21.3%
VERMONT MUN BD BK MUN BD BK REV CLBL 0.0%
Value ($000) $38 Shares 35 Est. Cost $1228.57 Unrealized
ADMINISTRATORS OF THE TULANE E REF REV BDS CLBL 0.0%
Value ($000) $38 Shares 40 Est. Cost $1025.00 Unrealized
HEALTH CARE AUTH FOR BAPTIST H TAX BDS REV M/W 0.0%
Value ($000) $37 Shares 40 Est. Cost $1325.00 Unrealized
VIRIDIAN MUN MGMT DIST TEX UNLTD TAX UTIL IMPT BDS REV 0.0%
Value ($000) $37 Shares 35 Est. Cost $1057.14 Unrealized
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $36 Shares 299 Est. Cost $133.03 Unrealized -8.5%
BOURBON CNTY KANS UNI SCH DIST GO BDS 0.0%
Value ($000) $36 Shares 35 Est. Cost $1114.29 Unrealized
FREEPORT ILL GO BDS 0.0%
Value ($000) $36 Shares 35 Est. Cost $1200.00 Unrealized
DISTRICT COLUMBIA STUDENT DORM REV BDS CLBL 0.0%
Value ($000) $35 Shares 35 Est. Cost $1000.00 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $34 Shares 266 Est. Cost $129.00 Unrealized -13.0%
LONG BEACH N Y PUB IMPT BDS 0.0%
Value ($000) $34 Shares 35 Est. Cost $1028.57 Unrealized
SOUTH DAKOTA HSG DEV AUTH HOMEOWNERSHI MTG BDS REV CLBL 0.0%
Value ($000) $33 Shares 35 Est. Cost $1075.00 Unrealized
MACON CNTY ILL SCH DIST NO 061 GO BDS CLBL 0.0%
Value ($000) $33 Shares 30 Est. Cost $1266.67 Unrealized
VICTORIA MINN SR HSG REV GO TAX ABATEMENT AND REV CLBL 0.0%
Value ($000) $33 Shares 35 Est. Cost $1028.57 Unrealized
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $32 Shares 1,002 Est. Cost $56.36 Unrealized -37.1%
CROWLEY TEX COMBINATION TAX LTD PLG REV CT 0.0%
Value ($000) $32 Shares 30 Est. Cost $1066.67 Unrealized
PASCO CNTY FLA SCH BRD CTFS PA COPS REV 0.0%
Value ($000) $32 Shares 30 Est. Cost $1100.00 Unrealized
HAMDEN CONN GO BDS 0.0%
Value ($000) $32 Shares 30 Est. Cost $1266.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $32 Shares 63 Est. Cost $617.25 Unrealized -10.2%
PORT ST LUCIE FLORIDA REF REV BDS CLBL 0.0%
Value ($000) $32 Shares 30 Est. Cost $1200.00 Unrealized
RUSTON LA SALES TAX REV REV BDS 0.0%
Value ($000) $32 Shares 30 Est. Cost $1200.00 Unrealized
LAFOURCHE PARISH LA LAW ENFORC REV BDS 0.0%
Value ($000) $31 Shares 30 Est. Cost $1133.33 Unrealized
UPPER TRINITY REGL WTR DIST TE TREATED SUPPLY SYS REF BDS REV 0.0%
Value ($000) $31 Shares 30 Est. Cost $1233.33 Unrealized
MASSACHUSETTS ST DEV FIN AGY R REV BDS CLBL 0.0%
Value ($000) $31 Shares 30 Est. Cost $1200.00 Unrealized
LACEY TWP NJ BRD ED REF SCH BDS 0.0%
Value ($000) $30 Shares 30 Est. Cost $1100.00 Unrealized
FORD CNTY KANS PUB BLDG COMMN REF REV BDS 0.0%
Value ($000) $30 Shares 30 Est. Cost $1066.67 Unrealized
IGIB ISHARES TRUST 5-10 YEAR INVESTMENT GRADE 0.0%
Value ($000) $30 Shares 614 Est. Cost $58.49 Unrealized
UNION CNTY NJ IMPT AUTH LEASE REV REF BDS 0.0%
Value ($000) $30 Shares 30 Est. Cost $1033.33 Unrealized
BROOKFIELD ILL REV GO BDS 0.0%
Value ($000) $30 Shares 30 Est. Cost $1000.00 Unrealized
CRESTWOOD VLG ILL GO BDS REV 0.0%
Value ($000) $30 Shares 30 Est. Cost $1066.67 Unrealized
TSN TYSON FOODS INC COM CL A 0.0%
Value ($000) $30 Shares 459 Est. Cost $74.82 Unrealized -5.9%
HUNTLEY ILL SPL SVC AREA NO 10 REF BDS 0.0%
Value ($000) $29 Shares 30 Est. Cost $1033.33 Unrealized
HUNTLEY ILL SPL SVC AREA NO 9 SPL TAX REF BDS 0.0%
Value ($000) $29 Shares 30 Est. Cost $1066.67 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $29 Shares 109 Est. Cost $278.42 Unrealized +0.3%
NORTH DAKOTA HSG FIN AGY HOMEO HOME MTG FIN PROG REV BDS 0.0%
Value ($000) $29 Shares 30 Est. Cost $1033.33 Unrealized
WILKES-BARRE PA FIN AUTH UNIV TAXABLE BDS REV M/W 0.0%
Value ($000) $28 Shares 35 Est. Cost $1000.00 Unrealized
ATLANTIC CITY NEW JERSEY GO REF BDS M/W 0.0%
Value ($000) $28 Shares 25 Est. Cost $1360.00 Unrealized
SAN LUIS ARIZ FAC DEV CORP REV SR LIEN TAXABLE REF REV B CLBL 0.0%
Value ($000) $28 Shares 40 Est. Cost $775.00 Unrealized
CHICAGO ILLINOIS TAXABLE PROJ GO REF BDS M/W 0.0%
Value ($000) $28 Shares 35 Est. Cost $1228.57 Unrealized
WISCONSIN HSG & ECONOMIC DEV A REV BDS CLBL 0.0%
Value ($000) $28 Shares 30 Est. Cost $1033.33 Unrealized
VERITEX HLDGS INC COM 0.0%
Value ($000) $28 Shares 1,057 Est. Cost $39.46 Unrealized
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $27 Shares 580 Est. Cost $54.25 Unrealized -11.5%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $27 Shares 128 Est. Cost $325.76 Unrealized
CLYDE-GREEN SPRINGS EXMP VLG S REF COPS REV CLBL 0.0%
Value ($000) $27 Shares 30 Est. Cost $1033.33 Unrealized
RHODE IS HEALTH & EDL BLDG COR REV REF BDS CLBL 0.0%
Value ($000) $27 Shares 25 Est. Cost $1200.00 Unrealized
STORE CAP CORP COM USD0.01 0.0%
Value ($000) $26 Shares 814 Est. Cost $25.80 Unrealized
HARRIS CNTY TEX MUN UTIL DIST UNLTD TAX BDS 0.0%
Value ($000) $26 Shares 25 Est. Cost $1160.00 Unrealized
PUERTO RICO ELEC PWR AUTH PWR TAXABLE REV BDS CLBL 0.0%
Value ($000) $26 Shares 35 Est. Cost $942.86 Unrealized
AI C3.AI INC COM CL A 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $40.49 Unrealized -55.7%
NEWARK N J SCH BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1000.00 Unrealized
CASINO REINVEST DEV AUTH NJ LU REV BDS CLBL 0.0%
Value ($000) $25 Shares 25 Est. Cost $1080.00 Unrealized
TENNESSEE HSG DEV AGY RESIDENT REV BDS 0.0%
Value ($000) $25 Shares 25 Est. Cost $1033.33 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $24 Shares 891 Est. Cost $33.29 Unrealized -11.1%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $24 Shares 195 Est. Cost $147.44 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $24 Shares 72 Est. Cost $328.58 Unrealized -0.6%
PUBLIC FIN AUTH WIS MULTIFAMIL REV BDS CLBL 0.0%
Value ($000) $24 Shares 35 Est. Cost $685.71 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $24 Shares 195 Est. Cost $179.71 Unrealized -14.7%
GUAM INTL ARPT AUTH REV GEN REV BDS CLBL 0.0%
Value ($000) $24 Shares 23 Est. Cost $1086.96 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.0%
Value ($000) $23 Shares 227 Est. Cost $144.32 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.0%
Value ($000) $23 Shares 328 Est. Cost $56.39 Unrealized
IYE ISHARES TRUST U.S. ENERGY ETF 0.0%
Value ($000) $22 Shares 548 Est. Cost $29.99 Unrealized
TWITTER INC COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $38.00 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $22 Shares 2,621 Est. Cost $11.12 Unrealized -24.2%
CLX CLOROX CO COM 0.0%
Value ($000) $22 Shares 175 Est. Cost $145.62 Unrealized -11.5%
STATE PUB SCH BLDG AUTH PA COL REV BDS 0.0%
Value ($000) $21 Shares 20 Est. Cost $1100.00 Unrealized
VB VANGUARD SMALL CP ETF 0.0%
Value ($000) $21 Shares 120 Est. Cost $219.70 Unrealized
CENTRAL CALIF UNI SCH DIST GO REF BDS CLBL 0.0%
Value ($000) $21 Shares 20 Est. Cost $1100.00 Unrealized
T AT&T INC COM 0.0%
Value ($000) $21 Shares 1,400 Est. Cost $14.67 Unrealized +2.8%
VINEYARD REDEV AGY UTAH TAX REF BDS 0.0%
Value ($000) $21 Shares 20 Est. Cost $1050.00 Unrealized
EXPD EXPEDTRS INTL WASH COM 0.0%
Value ($000) $21 Shares 234 Est. Cost $119.00 Unrealized -19.3%
WEST ORANGE N J BRD ED CTFS PA REF COPS REV 0.0%
Value ($000) $21 Shares 20 Est. Cost $1133.33 Unrealized
FORD CNTY KANS UNI SCH DIST NO GO BDS 0.0%
Value ($000) $21 Shares 20 Est. Cost $1150.00 Unrealized
WYANDOTTE CNTY/KANS CITY KANS GO IMPT BDS 0.0%
Value ($000) $21 Shares 20 Est. Cost $1100.00 Unrealized
CONNECTICUT ST GO BDS CLBL 0.0%
Value ($000) $20 Shares 20 Est. Cost $1150.00 Unrealized
DAYTON OHIO SCH FACS CONSTR IMPT REF BDS 0.0%
Value ($000) $20 Shares 20 Est. Cost $1100.00 Unrealized
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.0%
Value ($000) $20 Shares 165 Est. Cost $143.80 Unrealized
WISCONSIN HSG & ECONOMIC DEV A REV BDS CLBL 0.0%
Value ($000) $20 Shares 20 Est. Cost $1050.00 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $20 Shares 180 Est. Cost $115.26 Unrealized -0.8%
LONG BEACH N Y GO BDS 0.0%
Value ($000) $20 Shares 20 Est. Cost $1050.00 Unrealized
CENTRAL WASH REF BDS REV CLBL 0.0%
Value ($000) $20 Shares 20 Est. Cost $1050.00 Unrealized
KANSAS ST DEV FIN AUTH REV BDS 0.0%
Value ($000) $20 Shares 20 Est. Cost $1050.00 Unrealized
HUNTLEY ILL SPL SVC AREA NO 8 REF BDS 0.0%
Value ($000) $19 Shares 20 Est. Cost $1100.00 Unrealized
IEF ISHARES TRUST 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $19 Shares 195 Est. Cost $117.65 Unrealized
YUBA CITY CALIF PUB FING AUTH REF LEASE REV BDS CLBL 0.0%
Value ($000) $19 Shares 20 Est. Cost $1000.00 Unrealized
NEW JERSEY ST HSG & MTG FIN AG SINGLE FAMILY BDS REV CLBL 0.0%
Value ($000) $19 Shares 20 Est. Cost $1100.00 Unrealized
GOOG ALPHABET INC COM CL C 0.0%
Value ($000) $19 Shares 200 Est. Cost $112.46 Unrealized -1.5%
PENNSYLVANIA HSG FIN AGY SINGL MTG REV BDS CLBL 0.0%
Value ($000) $19 Shares 20 Est. Cost $1050.00 Unrealized
TENNESSEE HSG DEV AGY RESIDENT BDS REV 0.0%
Value ($000) $19 Shares 20 Est. Cost $1050.00 Unrealized
NORTH CAROLINA HSG FIN AGY HOM BDS REV 0.0%
Value ($000) $19 Shares 20 Est. Cost $1050.00 Unrealized
IVOG VANGUARD MIDCP 400 GRTH ETF 0.0%
Value ($000) $18 Shares 115 Est. Cost $208.70 Unrealized
IGLB ISHARES TR 0.0%
Value ($000) $18 Shares 368 Est. Cost $49.44 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $245.89 Unrealized -6.8%
SLB SCHLUMBERGER LIMITED COM 0.0%
Value ($000) $18 Shares 506 Est. Cost $35.90 Unrealized -6.9%
PAAS PAN AMERICAN SILVER CORP COM 0.0%
Value ($000) $18 Shares 1,146 Est. Cost $25.19 Unrealized -30.8%
IYH ISHARES TRUST US HLTHCARE ETF 0.0%
Value ($000) $17 Shares 69 Est. Cost $288.72 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $17 Shares 735 Est. Cost $26.97 Unrealized -4.9%
STWD STARWOOD PROPERTY TRUST INC COM 0.0%
Value ($000) $17 Shares 924 Est. Cost $23.97 Unrealized
IYF ISHARES TRUST U.S. FINLS ETF 0.0%
Value ($000) $17 Shares 245 Est. Cost $86.08 Unrealized
MICHIGAN ST HSG DEV AUTH SINGL BDS REV CLBL 0.0%
Value ($000) $17 Shares 20 Est. Cost $1050.00 Unrealized
PLTR PALANTIR TECH INC COM CL A 0.0%
Value ($000) $17 Shares 2,090 Est. Cost $11.30 Unrealized -21.3%
NORDSTROM INC COM 0.0%
Value ($000) $17 Shares 1,010 Est. Cost $16.83 Unrealized
WEST WILLIAMSON CNTY TEX MUN UNLTD TAX BDS CLBL 0.0%
Value ($000) $17 Shares 20 Est. Cost $1000.00 Unrealized
RHODE IS HEALTH & EDL BLDG COR REV REF BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1200.00 Unrealized
ANAHEIM CALIF PUB FING AUTH SR REF BDS REV CLBL 0.0%
Value ($000) $16 Shares 15 Est. Cost $1266.67 Unrealized
CHICAGO ILLINOIS SECOND LIEN REV REF BDS CLBL 0.0%
Value ($000) $16 Shares 15 Est. Cost $1266.67 Unrealized
IEI ISHARES TRUST 3 7 YR TREAS BD ETF 0.0%
Value ($000) $16 Shares 140 Est. Cost $118.88 Unrealized
WEST CONTRA COSTA CALIF UNI SC ELECTION OF 2002 GO CAP APPREC 0.0%
Value ($000) $16 Shares 25 Est. Cost $800.00 Unrealized
EASTERN ILL UNIV REV BDS CLBL 0.0%
Value ($000) $16 Shares 17 Est. Cost $1000.00 Unrealized
IYM ISHARES TRUST U.S. BAS MTL ETF 0.0%
Value ($000) $16 Shares 152 Est. Cost $140.67 Unrealized
HOLLAND MICH AREA CMNTY SWIMMI UNLTD TAX GO BLDG AND SIT CLBL 0.0%
Value ($000) $16 Shares 15 Est. Cost $1266.67 Unrealized
RHODE ISLAND HSG & MTG FIN COR HOMEOWNERSHIP OPPORTU REV CLBL 0.0%
Value ($000) $16 Shares 20 Est. Cost $1000.00 Unrealized
MARYLAND ST STAD AUTH BUILT LE BDS REV CLBL 0.0%
Value ($000) $16 Shares 15 Est. Cost $1200.00 Unrealized
NEW MEXICO ST UNIV REVS REF BDS REV 0.0%
Value ($000) $16 Shares 15 Est. Cost $1266.67 Unrealized
IYJ ISHARES TRUST US INDUSTRIALS ETF 0.0%
Value ($000) $16 Shares 193 Est. Cost $105.64 Unrealized
NEW YORK ST DORM AUTH REVS NON REV BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1200.00 Unrealized
LINCOLN CALIF SPL TAX SPL TAX REF BDS CLBL 0.0%
Value ($000) $16 Shares 15 Est. Cost $1066.67 Unrealized
ILLINOIS FIN AUTH BDS REV VAR 0.0%
Value ($000) $16 Shares 15 Est. Cost $1333.33 Unrealized
IYK ISHARES TRUST U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 86 Est. Cost $202.30 Unrealized
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $15 Shares 47 Est. Cost $433.72 Unrealized
WEST HILLS CMNTY COLLEGE DIST GO REF BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
MARYLAND ST CMNTY DEV ADMIN DE RESIDENTIAL REV BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1076.92 Unrealized
FORT BEND CNTY TEX MUN UTIL DI UNLTD TAX RD BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
OYSTER BAY N Y PUB IMPT BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
ENFR ALPS ETF TRUST ALERIAN ENERGY ETF 0.0%
Value ($000) $15 Shares 771 Est. Cost $18.97 Unrealized
APPLE VY CALIF PUB FING AUTH REF BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1200.00 Unrealized
BEARDSLEY CALIF SCH DIST GO BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
SPARTANBURG CNTY S C TOURISM P REF COPS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1133.33 Unrealized
CALIFORNIA MUN FIN AUTH INSD BDS REV CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1200.00 Unrealized
EAGLE PASS TEX COMB TAX AND LTD PLG REV CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1000.00 Unrealized
CALI STATEWIDE CMNTYS DEV AUTH REV BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
KNOX & WARREN CNTYS ILL CMNTY GO REF BDS REV CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1133.33 Unrealized
ST CLAIR CNTY ILL HIGH SCH DIS TWP GO BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1133.33 Unrealized
COOK CNTY ILL SCH DIST NO 145 LTD TAX GO REF BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1133.33 Unrealized
CERES CALIF UNI SCH DIST CTFS REF COPS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1200.00 Unrealized
VISALIA CALIF CTFS PARTN REF COPS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
CANON MCMILLAN SCH DIST PA GO BDS CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
ROSEDALE CALIF FING AUTH LEASE BDS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1066.67 Unrealized
HARTSELLE ALA GO WTS REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1200.00 Unrealized
COOK CTY ILL SCH DIST 144 LTD SCH BDS 0.0%
Value ($000) $15 Shares 15 Est. Cost $1133.33 Unrealized
CRYSTAL VY COLO MET DIST NO 2 GO LTD TAX REF IMPT B REV CLBL 0.0%
Value ($000) $15 Shares 15 Est. Cost $1200.00 Unrealized
USHY ISHARES TRUST BROAD USD HIGH ETF 0.0%
Value ($000) $14 Shares 418 Est. Cost $34.94 Unrealized
MAINE ST HSG AUTH BDS REV 0.0%
Value ($000) $14 Shares 15 Est. Cost $1000.00 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $284.96 Unrealized -1.1%
META META PLATFORMS INC COM CL A 0.0%
Value ($000) $14 Shares 101 Est. Cost $261.32 Unrealized -38.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $156.07 Unrealized 0.0%
ILLINOIS ST GO BDS M/W 0.0%
Value ($000) $14 Shares 15 Est. Cost $1200.00 Unrealized
SOUTH DAKOTA HSG DEV AUTH HOMEOWNERSHI MTG BDS REV CLBL 0.0%
Value ($000) $14 Shares 15 Est. Cost $1066.67 Unrealized
MOORPARK CALIF UNI SCH DIST GO BDS 0.0%
Value ($000) $13 Shares 15 Est. Cost $933.33 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $13 Shares 1,700 Est. Cost $11.92 Unrealized -38.1%
CALI ST DEPT VET AFFAIRS HOME BDS REV 0.0%
Value ($000) $13 Shares 15 Est. Cost $1066.67 Unrealized
DG DOLLAR GENERAL CORP COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $212.22 Unrealized +9.3%
NORTH HAYS CNTY TEX MUN UTIL D UNLTD TAX BDS CLBL 0.0%
Value ($000) $12 Shares 15 Est. Cost $1000.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $12 Shares 79 Est. Cost $118.01 Unrealized +16.4%
NORTH TEX TWY AUTH FIRST TIER REV BDS M/W 0.0%
Value ($000) $12 Shares 10 Est. Cost $1600.00 Unrealized
CENTRAL FLA EXPWY AUTH SR LIEN REF BDS REV CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1300.00 Unrealized
ALC ALCON AG COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $81.30 Unrealized -15.5%
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $11 Shares 154 Est. Cost $76.51 Unrealized -13.5%
DZSIQ DZS INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
LYCOMING CNTY PA AUTH BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1300.00 Unrealized
VERMONT MUN BD BK MUN BD BK REV CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
SCOTT CNTY KY SCH DIST FIN COR BDS REV 0.0%
Value ($000) $11 Shares 10 Est. Cost $1100.00 Unrealized
EAST ORANGE N J ENERGY SVGS OBLIG REF BDS CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1300.00 Unrealized
ERIE PA CITY SCH DIST GO BDS 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
LUNA CNTY N MEX GROSS RCPTS TA REV BDS CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
OHIO ST HOSP FAC REV REV REF BDS CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
ILLINOIS ST JR OBLIG REF BUILD BD REV CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
READING PA GO BDS 0.0%
Value ($000) $11 Shares 10 Est. Cost $1200.00 Unrealized
EASTTOWN TWP PA GO BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $39.35 Unrealized -19.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $10 Shares 25 Est. Cost $308.96 Unrealized +23.2%
NEW YORK N Y GO BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
LACKAWANNA CNTY PA GO BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
ONEIDA CNTY N Y LOC DEV CORP R BDS REV CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
EAST ALDINE MGMT DIST TEX SALE REV AND REF BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
EAST ALDINE MGMT DIST TEX SALE REV AND REF BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
CENTRAL VALLEY SUPPORT SVCS JT REF BDS REV CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1200.00 Unrealized
GUAM INTL ARPT AUTH REV GEN REV BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1200.00 Unrealized
KENTUCKY ST TPK AUTH ECONOMIC REV REF BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
COACHELLA VALLEY CALIF UNI SCH GO REF BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
SOUTHERN CALIF PUB PWR AUTH NA REV BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1200.00 Unrealized
CUMBERLAND CNTY N J IMPT AUTH BDS REV 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized
MINNESOTA ST HSG FIN AGY STATE APPROPRIATION B REV CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.0%
Value ($000) $10 Shares 226 Est. Cost $61.95 Unrealized
LYON CNTY KANS PUB BLDG COMMN REV BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1100.00 Unrealized
RHODE ISLAND ST TPK & BRDG AUT REV BDS 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized
GLENDALE MO GO BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized