Perfromance Wealth Partners, LLC Diversified Active

CIK: 0001908765 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $1,950,795 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 35.0%
Value ($000) $682,838 Shares 4,140,919 Est. Cost $154.71 Unrealized -6.0%
VUG VANGUARD INDEX FDS 13.8%
Value ($000) $269,164 Shares 1,079,073 Est. Cost $312.63 Unrealized
MSFT MICROSOFT CORP 6.2%
Value ($000) $120,624 Shares 418,398 Est. Cost $313.41 Unrealized -20.4%
AMZN AMAZON COM INC 5.5%
Value ($000) $107,806 Shares 1,043,724 Est. Cost $127.47 Unrealized -24.2%
GOOG ALPHABET INC 4.7%
Value ($000) $91,166 Shares 876,595 Est. Cost $112.46 Unrealized -14.8%
VIG VANGUARD SPECIALIZED FUNDS 4.2%
Value ($000) $82,347 Shares 534,686 Est. Cost $168.79 Unrealized
VYM VANGUARD WHITEHALL FDS 3.0%
Value ($000) $57,667 Shares 546,606 Est. Cost $104.63 Unrealized
VTV VANGUARD INDEX FDS 2.7%
Value ($000) $53,547 Shares 387,713 Est. Cost $144.27 Unrealized
V VISA INC 2.4%
Value ($000) $47,551 Shares 210,905 Est. Cost $208.13 Unrealized +4.7%
VBK VANGUARD INDEX FDS 1.7%
Value ($000) $33,674 Shares 155,602 Est. Cost $281.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $31,022 Shares 100,469 Est. Cost $290.70 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $27,597 Shares 84,368 Est. Cost $349.48 Unrealized -7.4%
BX BLACKSTONE INC 0.9%
Value ($000) $17,248 Shares 196,357 Est. Cost $116.12 Unrealized -30.1%
ABT ABBOTT LABS 0.8%
Value ($000) $14,963 Shares 147,771 Est. Cost $118.69 Unrealized -15.8%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $14,134 Shares 108,462 Est. Cost $144.34 Unrealized -11.2%
ZTS ZOETIS INC 0.6%
Value ($000) $12,625 Shares 75,852 Est. Cost $210.50 Unrealized -24.5%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $12,232 Shares 167,190 Est. Cost $74.86 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $10,453 Shares 21,037 Est. Cost $487.58 Unrealized -3.3%
NKE NIKE INC 0.5%
Value ($000) $10,337 Shares 84,288 Est. Cost $151.92 Unrealized -23.2%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $9,657 Shares 116,288 Est. Cost $82.00 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $9,239 Shares 33,044 Est. Cost $234.55 Unrealized +6.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $8,948 Shares 85,932 Est. Cost $102.21 Unrealized -5.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.4%
Value ($000) $8,597 Shares 27,034 Est. Cost $567.76 Unrealized -46.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $8,431 Shares 54,391 Est. Cost $153.08 Unrealized -3.4%
ABBV ABBVIE INC 0.4%
Value ($000) $7,465 Shares 46,841 Est. Cost $101.71 Unrealized +35.8%
AMGN AMGEN INC 0.4%
Value ($000) $7,004 Shares 28,971 Est. Cost $187.75 Unrealized +19.3%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $6,892 Shares 16,834 Est. Cost $474.95 Unrealized
WMT WALMART INC 0.3%
Value ($000) $6,355 Shares 43,101 Est. Cost $44.98 Unrealized +1.8%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $6,273 Shares 48,457 Est. Cost $132.25 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $5,266 Shares 84,896 Est. Cost $55.31 Unrealized +0.2%
CORP PIMCO ETF TR 0.3%
Value ($000) $5,194 Shares 53,992 Est. Cost $112.76 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $5,097 Shares 26,886 Est. Cost $187.80 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $4,990 Shares 54,687 Est. Cost $89.79 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $4,788 Shares 48,054 Est. Cost $114.08 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $4,706 Shares 164,531 Est. Cost $40.94 Unrealized -25.3%
DXCM DEXCOM INC 0.2%
Value ($000) $4,644 Shares 39,971 Est. Cost $107.29 Unrealized +4.3%
STIP ISHARES TR 0.2%
Value ($000) $4,164 Shares 41,967 Est. Cost $98.56 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $4,084 Shares 57,114 Est. Cost $85.26 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $3,937 Shares 37,001 Est. Cost $85.31 Unrealized +15.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $3,913 Shares 11,394 Est. Cost $302.00 Unrealized +9.2%
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $3,579 Shares 74,833 Est. Cost $49.70 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $3,559 Shares 43,313 Est. Cost $83.54 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $3,514 Shares 33,880 Est. Cost $111.70 Unrealized -14.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $3,358 Shares 23,738 Est. Cost $140.46 Unrealized -3.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $3,337 Shares 14,582 Est. Cost $199.45 Unrealized +15.6%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $3,257 Shares 15,444 Est. Cost $208.87 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $3,225 Shares 47,649 Est. Cost $71.28 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $3,216 Shares 29,171 Est. Cost $129.20 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $2,997 Shares 18,831 Est. Cost $112.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,800 Shares 5,925 Est. Cost $431.24 Unrealized +6.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $2,779 Shares 37,647 Est. Cost $84.45 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $2,665 Shares 12,847 Est. Cost $291.70 Unrealized -40.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,567 Shares 48,001 Est. Cost $52.40 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $2,538 Shares 23,896 Est. Cost $122.38 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $2,441 Shares 11,223 Est. Cost $102.02 Unrealized +79.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,386 Shares 9,802 Est. Cost $211.32 Unrealized +3.0%
CME CME GROUP INC 0.1%
Value ($000) $2,255 Shares 11,773 Est. Cost $184.82 Unrealized -12.4%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $2,158 Shares 6,421 Est. Cost $291.77 Unrealized +9.7%
HYMB SPDR SER TR 0.1%
Value ($000) $2,116 Shares 84,486 Est. Cost $45.15 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,070 Shares 5,505 Est. Cost $384.13 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $2,066 Shares 4,131 Est. Cost $575.74 Unrealized -16.9%
HD HOME DEPOT INC 0.1%
Value ($000) $1,958 Shares 6,635 Est. Cost $313.02 Unrealized -9.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,854 Shares 24,243 Est. Cost $75.48 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,805 Shares 16,462 Est. Cost $98.93 Unrealized +1.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,663 Shares 13,543 Est. Cost $137.90 Unrealized -18.9%
BP BP PLC 0.1%
Value ($000) $1,487 Shares 39,200 Est. Cost $28.55 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,408 Shares 12,017 Est. Cost $122.60 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,295 Shares 2,373 Est. Cost $392.61 Unrealized +30.7%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,236 Shares 9,365 Est. Cost $115.08 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,214 Shares 17,521 Est. Cost $57.40 Unrealized +7.2%
HYG ISHARES TR 0.1%
Value ($000) $1,155 Shares 15,290 Est. Cost $87.00 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,105 Shares 5,000 Est. Cost $234.06 Unrealized +0.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,047 Shares 3,261 Est. Cost $362.19 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,029 Shares 19,185 Est. Cost $53.61 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,025 Shares 4,196 Est. Cost $305.58 Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $983 Shares 6,646 Est. Cost $168.88 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $969 Shares 11,718 Est. Cost $106.04 Unrealized -25.9%
INMD INMODE LTD 0.0%
Value ($000) $927 Shares 29,018 Est. Cost $76.61 Unrealized -55.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $919 Shares 12,100 Est. Cost $199.99 Unrealized -61.6%
IVV ISHARES TR 0.0%
Value ($000) $918 Shares 2,232 Est. Cost $470.03 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $913 Shares 8,329 Est. Cost $132.42 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $911 Shares 9,101 Est. Cost $155.47 Unrealized -36.6%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $874 Shares 5,878 Est. Cost $133.57 Unrealized -0.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $857 Shares 4,608 Est. Cost $168.33 Unrealized -4.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $844 Shares 6,435 Est. Cost $106.76 Unrealized +13.1%
IWN ISHARES TR 0.0%
Value ($000) $824 Shares 6,011 Est. Cost $166.06 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $806 Shares 4,517 Est. Cost $222.48 Unrealized
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $762 Shares 23,485 Est. Cost $31.62 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $749 Shares 6,948 Est. Cost $116.31 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $738 Shares 10,555 Est. Cost $83.05 Unrealized
GLW CORNING INC 0.0%
Value ($000) $697 Shares 19,750 Est. Cost $33.28 Unrealized -3.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $695 Shares 5,446 Est. Cost $132.53 Unrealized -12.2%
IWO ISHARES TR 0.0%
Value ($000) $694 Shares 3,061 Est. Cost $291.73 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $648 Shares 6,308 Est. Cost $110.74 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $642 Shares 1,764 Est. Cost $313.51 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $640 Shares 7,933 Est. Cost $75.54 Unrealized +6.6%
HDV ISHARES TR 0.0%
Value ($000) $639 Shares 6,285 Est. Cost $100.99 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $619 Shares 3,033 Est. Cost $236.53 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $576 Shares 5,955 Est. Cost $114.55 Unrealized
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $557 Shares 25,610 Est. Cost $27.29 Unrealized
RMD RESMED INC 0.0%
Value ($000) $556 Shares 2,541 Est. Cost $211.24 Unrealized 0.0%
JOE ST JOE CO 0.0%
Value ($000) $550 Shares 13,219 Est. Cost $48.48 Unrealized -11.7%
PEP PEPSICO INC 0.0%
Value ($000) $537 Shares 2,945 Est. Cost $144.17 Unrealized +10.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $531 Shares 7,710 Est. Cost $73.79 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $526 Shares 8,496 Est. Cost $42.94 Unrealized +39.4%
PFF ISHARES TR 0.0%
Value ($000) $519 Shares 16,614 Est. Cost $39.41 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $511 Shares 36,388 Est. Cost $20.66 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $510 Shares 2,553 Est. Cost $166.88 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $508 Shares 4,622 Est. Cost $138.90 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $507 Shares 2,028 Est. Cost $281.70 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $507 Shares 4,777 Est. Cost $103.96 Unrealized +4.6%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $499 Shares 15,500 Est. Cost $18.87 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $487 Shares 6,000 Est. Cost $107.49 Unrealized -25.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $480 Shares 1,679 Est. Cost $343.31 Unrealized -23.9%
SDY SPDR SER TR 0.0%
Value ($000) $467 Shares 3,777 Est. Cost $129.07 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $466 Shares 1,465 Est. Cost $293.75 Unrealized 0.0%
IYR ISHARES TR 0.0%
Value ($000) $463 Shares 5,451 Est. Cost $116.20 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $456 Shares 13,000 Est. Cost $26.24 Unrealized +17.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $439 Shares 638 Est. Cost $489.47 Unrealized +27.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $425 Shares 2,322 Est. Cost $183.22 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $424 Shares 2,000 Est. Cost $169.12 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $413 Shares 1,072 Est. Cost $404.72 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $413 Shares 6,000 Est. Cost $66.35 Unrealized +4.1%
PFE PFIZER INC 0.0%
Value ($000) $412 Shares 10,092 Est. Cost $40.44 Unrealized -9.6%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $410 Shares 4,170 Est. Cost $89.86 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $401 Shares 1,801 Est. Cost $206.86 Unrealized +2.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $397 Shares 2,076 Est. Cost $185.07 Unrealized -4.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $393 Shares 4,013 Est. Cost $119.38 Unrealized -31.8%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $391 Shares 5,765 Est. Cost $64.28 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $388 Shares 2,760 Est. Cost $158.35 Unrealized -8.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $388 Shares 1,700 Est. Cost $219.79 Unrealized -0.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $378 Shares 1,200 Est. Cost $303.16 Unrealized -1.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $370 Shares 782 Est. Cost $318.26 Unrealized +36.1%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $362 Shares 6,774 Est. Cost $50.05 Unrealized -3.5%
ORCL ORACLE CORP 0.0%
Value ($000) $347 Shares 3,738 Est. Cost $88.28 Unrealized -4.0%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $344 Shares 4,430 Est. Cost $79.87 Unrealized 0.0%
GLOB GLOBANT S A 0.0%
Value ($000) $334 Shares 2,037 Est. Cost $163.44 Unrealized 0.0%
LGLV SPDR SER TR 0.0%
Value ($000) $315 Shares 2,299 Est. Cost $126.06 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $313 Shares 1,569 Est. Cost $86.62 Unrealized -2.2%
AIVL WISDOMTREE TR 0.0%
Value ($000) $312 Shares 3,400 Est. Cost $101.18 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $303 Shares 2,200 Est. Cost $119.66 Unrealized +8.4%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $299 Shares 1,546 Est. Cost $200.00 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $294 Shares 1,935 Est. Cost $156.80 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $285 Shares 1,470 Est. Cost $166.49 Unrealized -5.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $282 Shares 3,197 Est. Cost $103.92 Unrealized -19.0%
LOW LOWES COS INC 0.0%
Value ($000) $281 Shares 1,403 Est. Cost $180.39 Unrealized +6.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $280 Shares 25,395 Est. Cost $10.50 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $276 Shares 992 Est. Cost $21.62 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $275 Shares 6,153 Est. Cost $32.79 Unrealized +10.7%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $273 Shares 1,826 Est. Cost $200.58 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $268 Shares 5,941 Est. Cost $49.86 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $267 Shares 1,765 Est. Cost $169.89 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $266 Shares 1,423 Est. Cost $186.82 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $266 Shares 929 Est. Cost $237.35 Unrealized +7.6%
TGT TARGET CORP 0.0%
Value ($000) $265 Shares 1,602 Est. Cost $203.66 Unrealized -27.0%
ECL ECOLAB INC 0.0%
Value ($000) $262 Shares 1,583 Est. Cost $150.99 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $259 Shares 4,889 Est. Cost $40.12 Unrealized +17.7%
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $254 Shares 3,900 Est. Cost $46.49 Unrealized +23.7%
MS MORGAN STANLEY 0.0%
Value ($000) $254 Shares 2,898 Est. Cost $86.77 Unrealized -2.3%
CMI CUMMINS INC 0.0%
Value ($000) $251 Shares 1,050 Est. Cost $205.83 Unrealized +10.7%
MRNA MODERNA INC 0.0%
Value ($000) $232 Shares 1,509 Est. Cost $229.33 Unrealized -28.1%
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $225 Shares 11,039 Est. Cost $22.18 Unrealized -7.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $223 Shares 5,507 Est. Cost $73.17 Unrealized -46.1%
BL BLACKLINE INC 0.0%
Value ($000) $221 Shares 3,295 Est. Cost $68.94 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $221 Shares 2,901 Est. Cost $76.23 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $221 Shares 1,645 Est. Cost $112.73 Unrealized +3.1%
KELLOGG CO 0.0%
Value ($000) $218 Shares 3,252 Est. Cost $57.31 Unrealized -0.2%
IWP ISHARES TR 0.0%
Value ($000) $217 Shares 2,380 Est. Cost $115.10 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $214 Shares 18,147 Est. Cost $11.68 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $213 Shares 1,057 Est. Cost $205.73 Unrealized -7.9%
DE DEERE & CO 0.0%
Value ($000) $210 Shares 508 Est. Cost $388.70 Unrealized +2.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $205 Shares 5,274 Est. Cost $40.39 Unrealized -19.0%
SPLUNK INC 0.0%
Value ($000) $202 Shares 2,110 Est. Cost $95.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $201 Shares 348 Est. Cost $610.72 Unrealized -8.5%
NEO NEOGENOMICS INC 0.0%
Value ($000) $195 Shares 11,190 Est. Cost $14.25 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $141 Shares 11,225 Est. Cost $10.86 Unrealized -6.1%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $97 Shares 10,000 Est. Cost $9.54 Unrealized 0.0%
LYFT LYFT INC 0.0%
Value ($000) $93 Shares 10,000 Est. Cost $12.08 Unrealized 0.0%
EB EVENTBRITE INC 0.0%
Value ($000) $86 Shares 10,000 Est. Cost $8.25 Unrealized 0.0%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $5.00 Unrealized