Lifeworks Advisors, LLC Diversified Active

CIK: 0001882132 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 1, 2023

Total Value ($000): $257,036 (100.0% shares, 0.0% debt)

Holdings (182)

VTIP VANGUARD MALVERN FDS 3.1%
Value ($000) $8,089 Shares 171,078 Est. Cost $47.34 Unrealized
GOVT ISHARES TR 3.1%
Value ($000) $7,874 Shares 357,250 Est. Cost $22.95 Unrealized
LQD ISHARES TR 2.5%
Value ($000) $6,503 Shares 63,743 Est. Cost $107.57 Unrealized
FHLC FIDELITY COVINGTON TRUST 2.5%
Value ($000) $6,451 Shares 106,483 Est. Cost $65.98 Unrealized
OUNZ VANECK MERK GOLD TR 2.4%
Value ($000) $6,084 Shares 340,072 Est. Cost $17.61 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.3%
Value ($000) $6,009 Shares 48,879 Est. Cost $127.35 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.2%
Value ($000) $5,587 Shares 116,807 Est. Cost $48.76 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $5,177 Shares 33,240 Est. Cost $148.26 Unrealized +3.4%
AAPL APPLE INC 2.0%
Value ($000) $5,172 Shares 30,209 Est. Cost $154.40 Unrealized +17.4%
MBB ISHARES TR 2.0%
Value ($000) $5,155 Shares 58,055 Est. Cost $93.24 Unrealized
CPB CAMPBELL SOUP CO 1.7%
Value ($000) $4,412 Shares 107,388 Est. Cost $43.78 Unrealized -8.3%
LLY ELI LILLY & CO 1.7%
Value ($000) $4,369 Shares 8,135 Est. Cost $249.58 Unrealized +103.1%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,239 Shares 56,565 Est. Cost $59.11 Unrealized +19.6%
AMGN AMGEN INC 1.6%
Value ($000) $4,182 Shares 15,562 Est. Cost $203.21 Unrealized +14.1%
MRK MERCK & CO INC 1.6%
Value ($000) $4,152 Shares 40,328 Est. Cost $75.78 Unrealized +31.7%
OTIS OTIS WORLDWIDE CORP 1.5%
Value ($000) $3,880 Shares 48,312 Est. Cost $69.84 Unrealized +17.7%
CSCO CISCO SYS INC 1.5%
Value ($000) $3,836 Shares 71,355 Est. Cost $47.31 Unrealized +6.3%
PFE PFIZER INC 1.5%
Value ($000) $3,816 Shares 115,039 Est. Cost $38.09 Unrealized -19.7%
ABBV ABBVIE INC 1.5%
Value ($000) $3,761 Shares 25,231 Est. Cost $115.92 Unrealized +16.8%
REGN REGENERON PHARMACEUTICALS 1.4%
Value ($000) $3,716 Shares 4,516 Est. Cost $677.64 Unrealized +15.3%
SPDW SPDR INDEX SHS FDS 1.4%
Value ($000) $3,709 Shares 119,610 Est. Cost $31.49 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $3,611 Shares 34,089 Est. Cost $81.04 Unrealized +39.2%
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,552 Shares 11,250 Est. Cost $308.77 Unrealized +5.1%
BIIB BIOGEN INC 1.3%
Value ($000) $3,218 Shares 12,522 Est. Cost $280.93 Unrealized -4.8%
PCAR PACCAR INC 1.2%
Value ($000) $3,079 Shares 36,220 Est. Cost $58.91 Unrealized +30.2%
VRTX VERTEX PHARMACEUTICALS INC 1.1%
Value ($000) $2,908 Shares 8,363 Est. Cost $349.73 Unrealized 0.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $2,891 Shares 22,741 Est. Cost $129.00 Unrealized +3.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,788 Shares 6,522 Est. Cost $21.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $2,710 Shares 46,699 Est. Cost $60.49 Unrealized -10.2%
CTVA CORTEVA INC 1.0%
Value ($000) $2,620 Shares 51,211 Est. Cost $57.58 Unrealized -10.5%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,495 Shares 19,067 Est. Cost $110.85 Unrealized +15.8%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $2,486 Shares 17,722 Est. Cost $113.71 Unrealized +15.9%
SPYM SPDR SER TR 0.9%
Value ($000) $2,378 Shares 47,309 Est. Cost $49.57 Unrealized
IAU ISHARES GOLD TR 0.9%
Value ($000) $2,345 Shares 67,010 Est. Cost $36.24 Unrealized
SCHO SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,263 Shares 47,249 Est. Cost $50.50 Unrealized
TXN TEXAS INSTRS INC 0.8%
Value ($000) $2,112 Shares 13,285 Est. Cost $161.22 Unrealized -1.5%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $2,073 Shares 7,614 Est. Cost $237.91 Unrealized +16.6%
AMCOR PLC 0.8%
Value ($000) $1,979 Shares 216,048 Est. Cost $9.98 Unrealized -12.6%
FIDU FIDELITY COVINGTON TRUST 0.7%
Value ($000) $1,924 Shares 35,559 Est. Cost $54.43 Unrealized
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $1,923 Shares 8,348 Est. Cost $200.99 Unrealized +14.5%
WMT WALMART INC 0.7%
Value ($000) $1,845 Shares 11,538 Est. Cost $45.99 Unrealized +12.7%
GRMN GARMIN LTD 0.7%
Value ($000) $1,780 Shares 16,923 Est. Cost $108.33 Unrealized -7.2%
CMI CUMMINS INC 0.7%
Value ($000) $1,772 Shares 7,758 Est. Cost $204.81 Unrealized +11.6%
MRNA MODERNA INC 0.7%
Value ($000) $1,738 Shares 16,826 Est. Cost $111.55 Unrealized 0.0%
ETN EATON CORP PLC 0.7%
Value ($000) $1,728 Shares 8,102 Est. Cost $150.41 Unrealized +39.4%
SPYV SPDR SER TR 0.6%
Value ($000) $1,657 Shares 40,158 Est. Cost $40.87 Unrealized
NRG NRG ENERGY INC 0.6%
Value ($000) $1,656 Shares 43,001 Est. Cost $35.74 Unrealized +0.9%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,607 Shares 5,887 Est. Cost $194.08 Unrealized +34.7%
JUNIPER NETWORKS INC 0.6%
Value ($000) $1,595 Shares 57,403 Est. Cost $34.14 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,591 Shares 1,916 Est. Cost $52.95 Unrealized +58.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.6%
Value ($000) $1,532 Shares 23,228 Est. Cost $68.37 Unrealized -11.9%
SPAB SPDR SER TR 0.6%
Value ($000) $1,529 Shares 62,807 Est. Cost $25.80 Unrealized
DOW DOW INC 0.6%
Value ($000) $1,519 Shares 29,452 Est. Cost $41.60 Unrealized +11.3%
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $1,487 Shares 15,701 Est. Cost $74.49 Unrealized +8.8%
FDIS FIDELITY COVINGTON TRUST 0.6%
Value ($000) $1,432 Shares 20,505 Est. Cost $73.82 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,416 Shares 12,747 Est. Cost $137.25 Unrealized -19.8%
MUB ISHARES TR 0.5%
Value ($000) $1,354 Shares 13,205 Est. Cost $106.13 Unrealized
HPQ HP INC 0.5%
Value ($000) $1,330 Shares 51,764 Est. Cost $29.01 Unrealized -3.6%
EBAY EBAY INC. 0.5%
Value ($000) $1,321 Shares 29,954 Est. Cost $54.78 Unrealized -22.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.5%
Value ($000) $1,315 Shares 75,732 Est. Cost $12.53 Unrealized +28.4%
TSLA TESLA INC 0.5%
Value ($000) $1,293 Shares 5,169 Est. Cost $241.00 Unrealized +6.6%
HD HOME DEPOT INC 0.5%
Value ($000) $1,258 Shares 4,162 Est. Cost $309.06 Unrealized -2.0%
NTAP NETAPP INC 0.5%
Value ($000) $1,244 Shares 16,395 Est. Cost $74.25 Unrealized -1.0%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,242 Shares 47,409 Est. Cost $25.51 Unrealized
SPTS SPDR SER TR 0.5%
Value ($000) $1,236 Shares 43,048 Est. Cost $28.87 Unrealized
KLAC KLA CORP 0.5%
Value ($000) $1,233 Shares 2,689 Est. Cost $347.73 Unrealized +35.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,204 Shares 8,696 Est. Cost $124.40 Unrealized +12.9%
AGG ISHARES TR 0.5%
Value ($000) $1,194 Shares 12,696 Est. Cost $99.84 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1,187 Shares 6,779 Est. Cost $176.90 Unrealized +0.0%
FSTA FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,183 Shares 27,781 Est. Cost $43.74 Unrealized
DE DEERE & CO 0.5%
Value ($000) $1,172 Shares 3,105 Est. Cost $345.87 Unrealized +15.1%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $1,163 Shares 5,819 Est. Cost $169.19 Unrealized +17.1%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $1,146 Shares 11,626 Est. Cost $115.52 Unrealized -15.1%
PEP PEPSICO INC 0.4%
Value ($000) $1,139 Shares 6,722 Est. Cost $148.39 Unrealized +12.6%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,106 Shares 3,087 Est. Cost $330.11 Unrealized
TE CONNECTIVITY LTD 0.4%
Value ($000) $1,100 Shares 8,905 Est. Cost $137.79 Unrealized
SPTI SPDR SER TR 0.4%
Value ($000) $1,085 Shares 39,418 Est. Cost $28.87 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,074 Shares 11,885 Est. Cost $88.15 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,065 Shares 26,810 Est. Cost $43.31 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,063 Shares 18,448 Est. Cost $57.60 Unrealized
GLW CORNING INC 0.4%
Value ($000) $985 Shares 32,330 Est. Cost $30.60 Unrealized +0.3%
FUTY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $897 Shares 23,667 Est. Cost $42.42 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $883 Shares 4,994 Est. Cost $203.74 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $871 Shares 12,243 Est. Cost $70.92 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $865 Shares 26,688 Est. Cost $32.85 Unrealized -11.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $834 Shares 15,569 Est. Cost $53.56 Unrealized
BITO PROSHARES TR 0.3%
Value ($000) $830 Shares 60,136 Est. Cost $15.80 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $818 Shares 11,865 Est. Cost $78.29 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $812 Shares 6,904 Est. Cost $58.59 Unrealized +72.4%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $790 Shares 5,415 Est. Cost $134.50 Unrealized +7.2%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $776 Shares 11,124 Est. Cost $69.78 Unrealized
SPDR S&P 500 ETF TR 0.3%
Value ($000) $773 Shares 805 Est. Cost Unrealized
KELLANOVA 0.3%
Value ($000) $766 Shares 12,869 Est. Cost $56.75 Unrealized -3.3%
PFF ISHARES TR 0.3%
Value ($000) $757 Shares 25,095 Est. Cost $30.15 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $746 Shares 16,819 Est. Cost $36.73 Unrealized +13.0%
META META PLATFORMS INC 0.3%
Value ($000) $737 Shares 2,456 Est. Cost $158.37 Unrealized +88.9%
OGN ORGANON & CO 0.3%
Value ($000) $715 Shares 41,200 Est. Cost $22.39 Unrealized -17.2%
KO COCA COLA CO 0.3%
Value ($000) $705 Shares 12,589 Est. Cost $49.76 Unrealized +12.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $704 Shares 5,825 Est. Cost $115.58 Unrealized +1.9%
SPHD INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $684 Shares 17,443 Est. Cost $39.19 Unrealized
PKG PACKAGING CORP AMER 0.3%
Value ($000) $664 Shares 4,325 Est. Cost $127.72 Unrealized +7.1%
SPYG SPDR SER TR 0.3%
Value ($000) $652 Shares 10,992 Est. Cost $59.28 Unrealized
SPSB SPDR SER TR 0.2%
Value ($000) $635 Shares 21,672 Est. Cost $29.48 Unrealized
TSN TYSON FOODS INC 0.2%
Value ($000) $629 Shares 12,465 Est. Cost $51.36 Unrealized -4.7%
SPMD SPDR SER TR 0.2%
Value ($000) $625 Shares 14,276 Est. Cost $43.94 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $593 Shares 6,403 Est. Cost $81.40 Unrealized +5.9%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $590 Shares 5,544 Est. Cost $121.46 Unrealized +10.3%
XYLD GLOBAL X FDS 0.2%
Value ($000) $578 Shares 14,851 Est. Cost $38.89 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $578 Shares 3,871 Est. Cost $161.79 Unrealized -1.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $577 Shares 1,022 Est. Cost $485.78 Unrealized +9.6%
TLH ISHARES TR 0.2%
Value ($000) $574 Shares 5,825 Est. Cost $114.54 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $572 Shares 4,698 Est. Cost $127.98 Unrealized -0.6%
DVA DAVITA INC 0.2%
Value ($000) $568 Shares 6,012 Est. Cost $95.23 Unrealized +7.1%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $552 Shares 6,456 Est. Cost $83.89 Unrealized 0.0%
SHY ISHARES TR 0.2%
Value ($000) $548 Shares 6,763 Est. Cost $80.97 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $547 Shares 28,481 Est. Cost $19.19 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $525 Shares 3,369 Est. Cost $153.39 Unrealized -1.1%
CALAMOS STRATEGIC TOTAL RETU 0.2%
Value ($000) $525 Shares 37,284 Est. Cost $14.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $520 Shares 1,031 Est. Cost $426.05 Unrealized +10.3%
CME CME GROUP INC 0.2%
Value ($000) $512 Shares 2,556 Est. Cost $182.88 Unrealized -1.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $502 Shares 1,226 Est. Cost $403.60 Unrealized +2.8%
CE CELANESE CORP DEL 0.2%
Value ($000) $500 Shares 3,983 Est. Cost $129.42 Unrealized -7.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $500 Shares 6,166 Est. Cost $144.22 Unrealized -42.1%
QYLD GLOBAL X FDS 0.2%
Value ($000) $486 Shares 28,977 Est. Cost $16.77 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $482 Shares 4,986 Est. Cost $85.95 Unrealized +6.1%
MLPA GLOBAL X FDS 0.2%
Value ($000) $462 Shares 10,354 Est. Cost $44.59 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $453 Shares 2,266 Est. Cost $221.40 Unrealized -5.7%
INTC INTEL CORP 0.2%
Value ($000) $437 Shares 12,287 Est. Cost $42.16 Unrealized -18.8%
TAXF AMERICAN CENTY ETF TR 0.2%
Value ($000) $433 Shares 9,024 Est. Cost $50.35 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $418 Shares 9,930 Est. Cost $36.39 Unrealized +0.1%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $411 Shares 1,096 Est. Cost $398.82 Unrealized -3.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $403 Shares 2,469 Est. Cost $144.57 Unrealized +10.5%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $401 Shares 920 Est. Cost $399.79 Unrealized +9.2%
BA BOEING CO 0.2%
Value ($000) $400 Shares 2,088 Est. Cost $200.75 Unrealized +9.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $386 Shares 1,103 Est. Cost $318.91 Unrealized +11.2%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $384 Shares 3,346 Est. Cost $111.74 Unrealized +3.3%
EEM ISHARES TR 0.1%
Value ($000) $379 Shares 9,995 Est. Cost $47.76 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $374 Shares 819 Est. Cost $458.41 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $372 Shares 2,331 Est. Cost $164.18 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $367 Shares 3,789 Est. Cost $110.80 Unrealized -9.3%
QYLG GLOBAL X FDS 0.1%
Value ($000) $365 Shares 13,798 Est. Cost $26.45 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $359 Shares 2,473 Est. Cost $140.31 Unrealized +1.4%
SPSM SPDR SER TR 0.1%
Value ($000) $319 Shares 8,646 Est. Cost $37.77 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $319 Shares 8,992 Est. Cost $30.68 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $304 Shares 4,228 Est. Cost $85.25 Unrealized -4.7%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $304 Shares 699 Est. Cost $21.62 Unrealized +107.1%
GSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $303 Shares 10,248 Est. Cost $29.55 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $301 Shares 1,635 Est. Cost $135.38 Unrealized
CSX CSX CORP 0.1%
Value ($000) $299 Shares 9,726 Est. Cost $30.46 Unrealized +0.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $295 Shares 6,285 Est. Cost $46.93 Unrealized
RYLD GLOBAL X FDS 0.1%
Value ($000) $292 Shares 17,139 Est. Cost $17.06 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $287 Shares 6,285 Est. Cost $44.50 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $286 Shares 3,119 Est. Cost $91.82 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $286 Shares 5,633 Est. Cost $51.21 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $279 Shares 1,344 Est. Cost $202.06 Unrealized +6.4%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $276 Shares 25,236 Est. Cost $10.95 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $276 Shares 5,259 Est. Cost $48.57 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $274 Shares 8,951 Est. Cost $29.94 Unrealized +2.3%
NUE NUCOR CORP 0.1%
Value ($000) $272 Shares 1,743 Est. Cost $145.77 Unrealized +9.4%
ADBE ADOBE INC 0.1%
Value ($000) $272 Shares 534 Est. Cost $409.91 Unrealized +28.0%
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $266 Shares 11,432 Est. Cost $23.31 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $260 Shares 4,017 Est. Cost $63.78 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $257 Shares 1,312 Est. Cost $195.69 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $255 Shares 2,435 Est. Cost $100.28 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $245 Shares 1,153 Est. Cost $204.10 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $240 Shares 9,809 Est. Cost $24.46 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $239 Shares 14,759 Est. Cost $16.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $234 Shares 463 Est. Cost $584.33 Unrealized -9.5%
IMCV ISHARES TR 0.1%
Value ($000) $230 Shares 3,789 Est. Cost $63.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $225 Shares 2,997 Est. Cost $74.37 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $224 Shares 2,038 Est. Cost $100.24 Unrealized +10.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $219 Shares 3,232 Est. Cost $66.41 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $218 Shares 597 Est. Cost $385.89 Unrealized 0.0%
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $215 Shares 5,782 Est. Cost $37.20 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $213 Shares 3,069 Est. Cost $68.67 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $211 Shares 900 Est. Cost $104.05 Unrealized +13.7%
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $207 Shares 8,066 Est. Cost $25.14 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $206 Shares 1,925 Est. Cost $100.40 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $201 Shares 7,015 Est. Cost $30.28 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $200 Shares 870 Est. Cost $217.85 Unrealized +8.4%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $200 Shares 5,960 Est. Cost $33.57 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $121 Shares 11,132 Est. Cost $15.78 Unrealized -20.9%