Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 23, 2024

Total Value ($000): $168,226 (100.0% shares, 0.0% debt)

Holdings (201)

AAPL APPLE INC 6.0%
Value ($000) $10,170 Shares 52,824 Est. Cost $151.50 Unrealized +20.7%
MSFT MICROSOFT CORP 4.0%
Value ($000) $6,728 Shares 17,891 Est. Cost $282.00 Unrealized +24.2%
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $4,160 Shares 8,401 Est. Cost $28.04 Unrealized +65.2%
QQQM INVESCO EXCH TRADED FD TR II 2.2%
Value ($000) $3,707 Shares 21,995 Est. Cost $157.13 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $3,085 Shares 22,087 Est. Cost $119.94 Unrealized +11.2%
SPYV SPDR SER TR 1.8%
Value ($000) $3,077 Shares 65,981 Est. Cost $43.85 Unrealized
XLE SELECT SECTOR SPDR TR 1.8%
Value ($000) $3,017 Shares 35,987 Est. Cost $64.66 Unrealized
QLV FLEXSHARES TR 1.6%
Value ($000) $2,721 Shares 48,410 Est. Cost $49.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $2,689 Shares 71,328 Est. Cost $33.53 Unrealized -7.6%
IVV ISHARES TR 1.5%
Value ($000) $2,596 Shares 5,435 Est. Cost $477.61 Unrealized
SPSM SPDR SER TR 1.5%
Value ($000) $2,565 Shares 60,799 Est. Cost $43.00 Unrealized
SPTM SPDR SER TR 1.3%
Value ($000) $2,221 Shares 38,004 Est. Cost $54.81 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,196 Shares 21,960 Est. Cost $71.26 Unrealized +36.9%
D DOMINION ENERGY INC 1.3%
Value ($000) $2,187 Shares 46,541 Est. Cost $52.22 Unrealized -23.1%
IWY ISHARES TR 1.3%
Value ($000) $2,115 Shares 12,070 Est. Cost $175.22 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $2,106 Shares 13,859 Est. Cost $127.97 Unrealized +9.5%
HD HOME DEPOT INC 1.2%
Value ($000) $2,096 Shares 6,049 Est. Cost $284.08 Unrealized +3.4%
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,047 Shares 15,011 Est. Cost $133.13 Unrealized
IJS ISHARES TR 1.2%
Value ($000) $1,980 Shares 19,207 Est. Cost $103.07 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,892 Shares 12,071 Est. Cost $150.17 Unrealized -4.4%
TSLA TESLA INC 1.1%
Value ($000) $1,798 Shares 7,238 Est. Cost $245.36 Unrealized -3.1%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $1,733 Shares 4,233 Est. Cost $382.90 Unrealized
VDE VANGUARD WORLD FDS 1.0%
Value ($000) $1,697 Shares 14,472 Est. Cost $120.48 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $1,667 Shares 3,166 Est. Cost $457.95 Unrealized +11.7%
META META PLATFORMS INC 1.0%
Value ($000) $1,638 Shares 4,629 Est. Cost $304.08 Unrealized +6.4%
XLP SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,544 Shares 21,429 Est. Cost $67.79 Unrealized
XLU SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,517 Shares 23,958 Est. Cost $66.74 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,499 Shares 10,231 Est. Cost $140.58 Unrealized +0.0%
SDY SPDR SER TR 0.9%
Value ($000) $1,487 Shares 11,900 Est. Cost $126.97 Unrealized
MO ALTRIA GROUP INC 0.9%
Value ($000) $1,462 Shares 36,234 Est. Cost $34.95 Unrealized -0.4%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,441 Shares 2,183 Est. Cost $456.51 Unrealized +25.6%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,439 Shares 7,478 Est. Cost $173.85 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $1,406 Shares 4,741 Est. Cost $246.64 Unrealized +4.9%
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $1,372 Shares 40,344 Est. Cost $34.56 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,354 Shares 11,880 Est. Cost $104.98 Unrealized
QYLD GLOBAL X FDS 0.8%
Value ($000) $1,351 Shares 77,939 Est. Cost $19.25 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $1,303 Shares 12,036 Est. Cost $99.98 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,295 Shares 14,603 Est. Cost $76.27 Unrealized
RYLD GLOBAL X FDS 0.8%
Value ($000) $1,283 Shares 76,630 Est. Cost $19.17 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,270 Shares 8,194 Est. Cost $121.84 Unrealized +11.4%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,247 Shares 7,330 Est. Cost $136.93 Unrealized +5.8%
OMFL INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $1,151 Shares 22,396 Est. Cost $49.18 Unrealized
HYGV FLEXSHARES TR 0.7%
Value ($000) $1,130 Shares 27,647 Est. Cost $40.44 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,099 Shares 38,168 Est. Cost $31.91 Unrealized -17.3%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,093 Shares 7,330 Est. Cost $134.84 Unrealized +2.2%
MRK MERCK & CO INC 0.6%
Value ($000) $1,068 Shares 9,800 Est. Cost $81.18 Unrealized +19.3%
WMT WALMART INC 0.6%
Value ($000) $1,068 Shares 6,772 Est. Cost $47.70 Unrealized +8.3%
TIPX SPDR SER TR 0.6%
Value ($000) $1,026 Shares 55,184 Est. Cost $19.56 Unrealized
FLTR VANECK ETF TRUST 0.6%
Value ($000) $1,025 Shares 40,747 Est. Cost $24.92 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.6%
Value ($000) $1,018 Shares 28,386 Est. Cost $35.60 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,016 Shares 17,244 Est. Cost $52.18 Unrealized +2.1%
JXN JACKSON FINANCIAL INC 0.6%
Value ($000) $1,013 Shares 19,782 Est. Cost $29.71 Unrealized +36.7%
BIL SPDR SER TR 0.6%
Value ($000) $976 Shares 10,678 Est. Cost $91.64 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $965 Shares 5,681 Est. Cost $157.22 Unrealized -2.2%
HSY HERSHEY CO 0.6%
Value ($000) $949 Shares 5,091 Est. Cost $174.97 Unrealized +1.5%
LLY ELI LILLY & CO 0.6%
Value ($000) $942 Shares 1,616 Est. Cost $491.67 Unrealized +17.0%
V VISA INC 0.6%
Value ($000) $941 Shares 3,613 Est. Cost $237.86 Unrealized +2.0%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $934 Shares 9,929 Est. Cost $81.23 Unrealized +3.0%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $926 Shares 2,171 Est. Cost $375.78 Unrealized +5.7%
MDYV SPDR SER TR 0.5%
Value ($000) $906 Shares 12,346 Est. Cost $73.38 Unrealized
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $901 Shares 22,483 Est. Cost $43.55 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $833 Shares 16,479 Est. Cost $48.55 Unrealized -1.2%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $812 Shares 4,763 Est. Cost $154.66 Unrealized -5.9%
CDW CDW CORP 0.5%
Value ($000) $799 Shares 3,517 Est. Cost $206.08 Unrealized 0.0%
BAC BANK AMERICA CORP 0.5%
Value ($000) $774 Shares 22,999 Est. Cost $30.95 Unrealized -10.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $759 Shares 7,905 Est. Cost $97.00 Unrealized -5.0%
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $732 Shares 16,432 Est. Cost $36.69 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $707 Shares 6,423 Est. Cost $110.48 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $702 Shares 5,359 Est. Cost $106.03 Unrealized -3.7%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $696 Shares 2,238 Est. Cost $293.43 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $695 Shares 4,288 Est. Cost $144.16 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $695 Shares 6,964 Est. Cost $100.14 Unrealized
VDC VANGUARD WORLD FDS 0.4%
Value ($000) $689 Shares 3,606 Est. Cost $193.31 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $678 Shares 6,790 Est. Cost $99.25 Unrealized
T AT&T INC 0.4%
Value ($000) $673 Shares 40,110 Est. Cost $13.66 Unrealized +4.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $667 Shares 4,612 Est. Cost $118.34 Unrealized 0.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $659 Shares 13,646 Est. Cost $47.87 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $656 Shares 23,224 Est. Cost $24.50 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $655 Shares 9,356 Est. Cost $40.44 Unrealized +44.4%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $645 Shares 2,721 Est. Cost $241.40 Unrealized
DGRS WISDOMTREE TR 0.4%
Value ($000) $639 Shares 13,473 Est. Cost $41.19 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $622 Shares 6,627 Est. Cost $96.10 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value ($000) $620 Shares 24,115 Est. Cost $22.92 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $619 Shares 25,934 Est. Cost $21.74 Unrealized
SPGM SPDR INDEX SHS FDS 0.4%
Value ($000) $615 Shares 11,113 Est. Cost $50.49 Unrealized
EFAV ISHARES TR 0.4%
Value ($000) $604 Shares 8,707 Est. Cost $65.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $585 Shares 12,210 Est. Cost $46.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $581 Shares 1,628 Est. Cost $350.99 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $574 Shares 3,840 Est. Cost $145.47 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $572 Shares 13,499 Est. Cost $44.00 Unrealized
QLC FLEXSHARES TR 0.3%
Value ($000) $568 Shares 10,715 Est. Cost $45.21 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $555 Shares 708 Est. Cost $783.26 Unrealized
IDXX IDEXX LABS INC 0.3%
Value ($000) $554 Shares 999 Est. Cost $469.47 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $525 Shares 6,585 Est. Cost $71.73 Unrealized 0.0%
MLI MUELLER INDS INC 0.3%
Value ($000) $517 Shares 10,971 Est. Cost $39.33 Unrealized 0.0%
NFLX NETFLIX INC 0.3%
Value ($000) $505 Shares 1,038 Est. Cost $43.65 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value ($000) $504 Shares 1,751 Est. Cost $237.72 Unrealized +7.3%
ADBE ADOBE INC 0.3%
Value ($000) $504 Shares 845 Est. Cost $576.76 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $481 Shares 2,685 Est. Cost $162.45 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $479 Shares 4,938 Est. Cost $85.87 Unrealized -2.4%
KLAC KLA CORP 0.3%
Value ($000) $472 Shares 812 Est. Cost $510.90 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $471 Shares 2,879 Est. Cost $131.75 Unrealized +7.4%
F FORD MTR CO DEL 0.3%
Value ($000) $469 Shares 38,438 Est. Cost $9.63 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $465 Shares 2,947 Est. Cost $150.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $461 Shares 8,981 Est. Cost $51.44 Unrealized -8.6%
CRM SALESFORCE INC 0.3%
Value ($000) $456 Shares 1,732 Est. Cost $245.76 Unrealized -9.0%
SO SOUTHERN CO 0.3%
Value ($000) $451 Shares 6,426 Est. Cost $60.37 Unrealized +5.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $448 Shares 943 Est. Cost $439.85 Unrealized
GDX VANECK ETF TRUST 0.3%
Value ($000) $436 Shares 14,053 Est. Cost $24.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $431 Shares 950 Est. Cost $340.24 Unrealized +22.7%
ROST ROSS STORES INC 0.3%
Value ($000) $421 Shares 3,040 Est. Cost $106.60 Unrealized +14.2%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $420 Shares 4,063 Est. Cost $158.48 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $416 Shares 1,729 Est. Cost $136.05 Unrealized +58.4%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $416 Shares 5,402 Est. Cost $75.95 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $412 Shares 3,989 Est. Cost $83.60 Unrealized 0.0%
SPYM SPDR SER TR 0.2%
Value ($000) $411 Shares 7,358 Est. Cost $51.75 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $409 Shares 612 Est. Cost $101.64 Unrealized 0.0%
MPLX MPLX LP 0.2%
Value ($000) $406 Shares 11,065 Est. Cost $33.11 Unrealized
TLTD FLEXSHARES TR 0.2%
Value ($000) $405 Shares 5,931 Est. Cost $64.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $402 Shares 15,241 Est. Cost $23.19 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $399 Shares 4,278 Est. Cost $80.29 Unrealized -6.8%
DHI D R HORTON INC 0.2%
Value ($000) $389 Shares 2,560 Est. Cost $120.55 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $387 Shares 2,627 Est. Cost $117.86 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $384 Shares 2,746 Est. Cost $107.19 Unrealized +16.4%
TILT FLEXSHARES TR 0.2%
Value ($000) $376 Shares 2,058 Est. Cost $156.84 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $371 Shares 786 Est. Cost $414.15 Unrealized +7.8%
ABT ABBOTT LABS 0.2%
Value ($000) $368 Shares 3,339 Est. Cost $96.07 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $367 Shares 6,093 Est. Cost $71.30 Unrealized -24.8%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $366 Shares 5,845 Est. Cost $68.46 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $345 Shares 674 Est. Cost $432.06 Unrealized 0.0%
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $343 Shares 9,389 Est. Cost $30.80 Unrealized -6.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $340 Shares 4,202 Est. Cost $72.19 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $340 Shares 2,414 Est. Cost $111.82 Unrealized +20.4%
ZTS ZOETIS INC 0.2%
Value ($000) $335 Shares 1,696 Est. Cost $172.86 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $334 Shares 6,764 Est. Cost $52.27 Unrealized
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $333 Shares 1,723 Est. Cost $126.97 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $319 Shares 1,988 Est. Cost $143.16 Unrealized 0.0%
HLNE HAMILTON LANE INC 0.2%
Value ($000) $319 Shares 2,809 Est. Cost $94.57 Unrealized 0.0%
O REALTY INCOME CORP 0.2%
Value ($000) $318 Shares 5,532 Est. Cost $46.49 Unrealized 0.0%
PDN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $312 Shares 9,616 Est. Cost $35.16 Unrealized
GUNR FLEXSHARES TR 0.2%
Value ($000) $310 Shares 7,575 Est. Cost $41.54 Unrealized
TNET TRINET GROUP INC 0.2%
Value ($000) $307 Shares 2,583 Est. Cost $111.40 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $293 Shares 4,173 Est. Cost $57.97 Unrealized +4.1%
SUI SUN CMNTYS INC 0.2%
Value ($000) $292 Shares 2,186 Est. Cost $208.07 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $291 Shares 828 Est. Cost $312.68 Unrealized 0.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $282 Shares 1,477 Est. Cost $171.34 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $275 Shares 1,130 Est. Cost $215.94 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $275 Shares 1,383 Est. Cost $172.22 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $273 Shares 1,050 Est. Cost $234.24 Unrealized 0.0%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $271 Shares 4,176 Est. Cost $60.17 Unrealized
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $269 Shares 16,885 Est. Cost $15.96 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $269 Shares 970 Est. Cost $281.42 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $268 Shares 4,409 Est. Cost $77.03 Unrealized -30.6%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $263 Shares 5,998 Est. Cost $41.49 Unrealized -3.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $256 Shares 820 Est. Cost $230.06 Unrealized +14.8%
AVGO BROADCOM INC 0.2%
Value ($000) $256 Shares 229 Est. Cost $83.97 Unrealized +9.8%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $253 Shares 2,831 Est. Cost $80.24 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $252 Shares 558 Est. Cost $399.48 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $251 Shares 543 Est. Cost $450.30 Unrealized 0.0%
TDTT FLEXSHARES TR 0.1%
Value ($000) $249 Shares 10,561 Est. Cost $24.49 Unrealized
PICK ISHARES INC 0.1%
Value ($000) $249 Shares 5,778 Est. Cost $42.64 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $244 Shares 1,020 Est. Cost $200.42 Unrealized +8.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $244 Shares 2,959 Est. Cost $71.45 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $242 Shares 2,028 Est. Cost $111.08 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $239 Shares 3,288 Est. Cost $67.74 Unrealized
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $238 Shares 1,366 Est. Cost $68.94 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $237 Shares 2,038 Est. Cost $109.73 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $233 Shares 13,977 Est. Cost $16.23 Unrealized -2.5%
SYM SYMBOTIC INC 0.1%
Value ($000) $232 Shares 4,513 Est. Cost $43.84 Unrealized 0.0%
QLVD FLEXSHARES TR 0.1%
Value ($000) $229 Shares 8,833 Est. Cost $23.75 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $229 Shares 7,191 Est. Cost $26.97 Unrealized -3.9%
ALLY ALLY FINL INC 0.1%
Value ($000) $228 Shares 6,541 Est. Cost $25.93 Unrealized 0.0%
FLNG FLEX LNG LTD 0.1%
Value ($000) $226 Shares 7,790 Est. Cost $22.68 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $226 Shares 765 Est. Cost $187.53 Unrealized +34.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $225 Shares 3,658 Est. Cost $52.31 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $225 Shares 5,473 Est. Cost $40.64 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $222 Shares 3,060 Est. Cost $64.31 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $220 Shares 1,290 Est. Cost $143.61 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.1%
Value ($000) $220 Shares 5,295 Est. Cost $41.47 Unrealized
BLACKROCK INC 0.1%
Value ($000) $219 Shares 270 Est. Cost $811.80 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $219 Shares 1,628 Est. Cost $120.61 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $218 Shares 1,806 Est. Cost $115.58 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $218 Shares 308 Est. Cost $126.04 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $217 Shares 1,585 Est. Cost $147.04 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $217 Shares 5,011 Est. Cost $39.67 Unrealized +3.0%
BNDC FLEXSHARES TR 0.1%
Value ($000) $216 Shares 9,664 Est. Cost $22.29 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $213 Shares 3,646 Est. Cost $57.32 Unrealized -3.6%
ARKK ARK ETF TR 0.1%
Value ($000) $213 Shares 4,066 Est. Cost $52.37 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $211 Shares 1,738 Est. Cost $111.21 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $206 Shares 924 Est. Cost $194.73 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $206 Shares 843 Est. Cost $236.50 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $205 Shares 785 Est. Cost $192.64 Unrealized +11.0%
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $167 Shares 10,980 Est. Cost $15.18 Unrealized
MGIC MAGIC SOFTWARE ENTERPRISES L 0.1%
Value ($000) $127 Shares 13,093 Est. Cost $8.99 Unrealized 0.0%
BTG B2GOLD CORP 0.1%
Value ($000) $111 Shares 35,005 Est. Cost $3.06 Unrealized -4.8%
FIGS FIGS INC 0.1%
Value ($000) $106 Shares 15,270 Est. Cost $6.61 Unrealized 0.0%
EXSCIENTIA PLC 0.1%
Value ($000) $86 Shares 13,415 Est. Cost $6.41 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $80 Shares 12,675 Est. Cost $11.00 Unrealized -52.1%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $59 Shares 12,190 Est. Cost $4.74 Unrealized
DSX DIANA SHIPPING INC 0.0%
Value ($000) $53 Shares 17,682 Est. Cost $2.92 Unrealized 0.0%
AVROBIO INC 0.0%
Value ($000) $22 Shares 16,177 Est. Cost $1.30 Unrealized