Canopy Partners, LLC Diversified Active

CIK: 0001960860 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $215,341 (100.0% shares, 0.0% debt)

Holdings (198)

VTI Vanguard Total Stock Market ETF 5.9%
Value ($000) $12,793 Shares 47,821 Est. Cost $250.85 Unrealized
MSFT Microsoft 4.9%
Value ($000) $10,606 Shares 23,730 Est. Cost $356.80 Unrealized +16.9%
SPY SPDR S&P 500 ETF 4.7%
Value ($000) $10,194 Shares 18,732 Est. Cost $477.22 Unrealized
IEFA iShares Core MSCI EAFE ETF 4.7%
Value ($000) $10,069 Shares 138,619 Est. Cost $70.53 Unrealized
AAPL Apple Inc 4.7%
Value ($000) $10,036 Shares 47,651 Est. Cost $182.76 Unrealized +1.3%
MDY SPDR S&P Midcap 400 ETF 3.5%
Value ($000) $7,637 Shares 14,273 Est. Cost $510.43 Unrealized
GOOGL Alphabet Inc. Class A 3.5%
Value ($000) $7,461 Shares 40,963 Est. Cost $134.15 Unrealized +24.8%
IWR iShares Russell Mid Cap ETF 3.0%
Value ($000) $6,554 Shares 80,838 Est. Cost $78.94 Unrealized
AMZN Amazon.Com Inc 2.9%
Value ($000) $6,322 Shares 32,716 Est. Cost $141.97 Unrealized +29.4%
NVDA Nvidia Corp 2.8%
Value ($000) $6,020 Shares 48,727 Est. Cost $96.12 Unrealized +5.1%
DFAU Dimensional US Core Equity Markt ETF 2.5%
Value ($000) $5,480 Shares 146,183 Est. Cost $36.87 Unrealized
IEMG iShares Core MSCI Emerging ETF 2.3%
Value ($000) $5,010 Shares 93,594 Est. Cost $50.58 Unrealized
META Meta Platforms Inc Class A 2.0%
Value ($000) $4,264 Shares 8,456 Est. Cost $333.54 Unrealized +44.9%
DFAX Dimensional ETF (trust World Ex US Core) 1.8%
Value ($000) $3,920 Shares 154,192 Est. Cost $25.35 Unrealized
IJR iShares Core S&P Small-Cap ETF 1.7%
Value ($000) $3,701 Shares 34,700 Est. Cost $108.31 Unrealized
JPM JPMorgan Chase 1.0%
Value ($000) $2,240 Shares 11,074 Est. Cost $144.89 Unrealized +30.6%
UNH UnitedHealth Group 1.0%
Value ($000) $2,225 Shares 4,369 Est. Cost $509.35 Unrealized -7.1%
WMT Wal-Mart 1.0%
Value ($000) $2,157 Shares 31,860 Est. Cost $54.67 Unrealized +13.4%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,002 Shares 13,697 Est. Cost $143.84 Unrealized -1.7%
SCZ iShares MSCI EAFE Small Cap ETF 0.9%
Value ($000) $1,984 Shares 32,183 Est. Cost $61.90 Unrealized
MA Mastercard Inc Class A 0.9%
Value ($000) $1,914 Shares 4,338 Est. Cost $404.09 Unrealized +11.8%
TSM Taiwan Semiconductr F Sponsored ADR 0.8%
Value ($000) $1,830 Shares 10,527 Est. Cost $113.12 Unrealized
VTEB Vanguard Muni BND Tax Exempt ETF 0.8%
Value ($000) $1,788 Shares 35,674 Est. Cost $50.97 Unrealized
ADP Auto Data Processing 0.8%
Value ($000) $1,700 Shares 7,122 Est. Cost $222.04 Unrealized +6.6%
NOW Service Now Inc 0.8%
Value ($000) $1,669 Shares 2,122 Est. Cost $126.26 Unrealized +16.2%
COST Costco Wholesale Co 0.8%
Value ($000) $1,631 Shares 1,919 Est. Cost $588.05 Unrealized +31.6%
CRM Salesforce 0.7%
Value ($000) $1,595 Shares 6,205 Est. Cost $226.08 Unrealized +17.1%
IVV iShares Core S&P 500 ETF 0.7%
Value ($000) $1,461 Shares 2,670 Est. Cost $477.63 Unrealized
V Visa Inc Class A 0.7%
Value ($000) $1,456 Shares 5,547 Est. Cost $244.64 Unrealized +10.7%
DFCF Dimensional Core Fixed Income ETF 0.6%
Value ($000) $1,331 Shares 32,041 Est. Cost $41.72 Unrealized
MRK Merck & Co. Inc. 0.6%
Value ($000) $1,304 Shares 10,536 Est. Cost $99.62 Unrealized +22.2%
BAC Bank Of America Corp 0.6%
Value ($000) $1,246 Shares 31,332 Est. Cost $28.01 Unrealized +31.5%
IEF iShares 7-10 Year Treasury Bond ETF 0.5%
Value ($000) $1,177 Shares 12,571 Est. Cost $96.39 Unrealized
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $1,163 Shares 5,730 Est. Cost $200.71 Unrealized
PNC P N C Financial Services Group Inc 0.5%
Value ($000) $1,117 Shares 7,181 Est. Cost $119.93 Unrealized +22.2%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $1,108 Shares 11,969 Est. Cost $75.10 Unrealized
IXUS iShares Core MSCI Total ETF 0.5%
Value ($000) $1,093 Shares 16,185 Est. Cost $64.93 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $1,090 Shares 6,608 Est. Cost $154.23 Unrealized +5.2%
CVX Chevron Corp. 0.5%
Value ($000) $1,062 Shares 6,789 Est. Cost $137.87 Unrealized +7.6%
EFG iShares MSCI EAFE Growth ETF 0.5%
Value ($000) $1,008 Shares 9,851 Est. Cost $103.79 Unrealized
AVGO Broadcom Inc 0.5%
Value ($000) $1,007 Shares 627 Est. Cost $100.91 Unrealized +36.4%
LLY Lilly Eli & Co 0.5%
Value ($000) $996 Shares 1,100 Est. Cost $611.82 Unrealized +29.3%
NVO Novo-Nordisk As Vormal F Sponsored ADR 0.5%
Value ($000) $973 Shares 6,818 Est. Cost $106.68 Unrealized
AXP American Express Co 0.4%
Value ($000) $966 Shares 4,172 Est. Cost $166.99 Unrealized +36.1%
TGT Target Corp 0.4%
Value ($000) $966 Shares 6,523 Est. Cost $115.12 Unrealized +28.5%
IVE iShares S&P 500 Value ETF 0.4%
Value ($000) $964 Shares 5,296 Est. Cost $173.89 Unrealized
BRK/B Berkshire Hathaway Class B 0.4%
Value ($000) $955 Shares 2,348 Est. Cost $361.99 Unrealized +12.9%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $954 Shares 5,200 Est. Cost $136.92 Unrealized +23.3%
TDG Transdigm Group Inc 0.4%
Value ($000) $928 Shares 726 Est. Cost $802.78 Unrealized +41.5%
PFE Pfizer 0.4%
Value ($000) $923 Shares 32,970 Est. Cost $25.91 Unrealized -4.4%
SBUX Starbucks Corp 0.4%
Value ($000) $885 Shares 11,365 Est. Cost $91.49 Unrealized -14.7%
ACN Accenture PLC F Class A 0.4%
Value ($000) $884 Shares 2,912 Est. Cost $314.59 Unrealized -4.8%
PG Procter & Gamble 0.4%
Value ($000) $882 Shares 5,350 Est. Cost $140.61 Unrealized +11.8%
MDLZ Mondelez International W I 0.4%
Value ($000) $862 Shares 13,174 Est. Cost $64.40 Unrealized +1.2%
ABT Abbott Laboratories 0.4%
Value ($000) $859 Shares 8,263 Est. Cost $96.83 Unrealized +6.3%
MCD McDonalds 0.4%
Value ($000) $848 Shares 3,329 Est. Cost $261.27 Unrealized -2.4%
EW Edwards Lifesciences Corp 0.4%
Value ($000) $846 Shares 9,158 Est. Cost $69.83 Unrealized +26.8%
DHR Danaher Corp 0.4%
Value ($000) $811 Shares 3,245 Est. Cost $212.41 Unrealized +17.8%
BlackRock Inc 0.4%
Value ($000) $802 Shares 1,019 Est. Cost $809.40 Unrealized
AMGN Amgen Inc 0.4%
Value ($000) $800 Shares 2,561 Est. Cost $255.91 Unrealized +9.1%
HD Home Depot 0.4%
Value ($000) $783 Shares 2,274 Est. Cost $302.30 Unrealized +8.4%
QCOM Qualcomm Inc 0.4%
Value ($000) $778 Shares 3,905 Est. Cost $126.39 Unrealized +44.3%
ETN Eaton Corp PLC F 0.4%
Value ($000) $770 Shares 2,457 Est. Cost $226.16 Unrealized +40.3%
CAT Caterpillar 0.4%
Value ($000) $765 Shares 2,296 Est. Cost $257.42 Unrealized +31.6%
BKNG Booking Holdings Inc 0.4%
Value ($000) $765 Shares 193 Est. Cost $3102.14 Unrealized +17.8%
COP Conocophillips 0.4%
Value ($000) $760 Shares 6,641 Est. Cost $109.68 Unrealized +5.2%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $742 Shares 9,479 Est. Cost $75.35 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $737 Shares 4,297 Est. Cost $139.47 Unrealized +12.7%
ITW Illinois Tool Works 0.3%
Value ($000) $724 Shares 3,054 Est. Cost $230.71 Unrealized +2.6%
SCHW Charles Schwab Corp 0.3%
Value ($000) $714 Shares 9,692 Est. Cost $56.53 Unrealized +27.9%
TSLA Tesla Motors 0.3%
Value ($000) $709 Shares 3,581 Est. Cost $228.33 Unrealized -23.5%
TMO Thermo Fisher SCNTFC 0.3%
Value ($000) $701 Shares 1,268 Est. Cost $491.12 Unrealized +16.0%
FICO Fair Isaac Intl Corp 0.3%
Value ($000) $670 Shares 450 Est. Cost $1006.47 Unrealized +28.4%
AMD Advanced Micro Devices I 0.3%
Value ($000) $663 Shares 4,088 Est. Cost $125.48 Unrealized +28.2%
MPC Marathon Pete Corp 0.3%
Value ($000) $651 Shares 3,750 Est. Cost $144.01 Unrealized +24.7%
DE Deere & Co 0.3%
Value ($000) $642 Shares 1,718 Est. Cost $365.64 Unrealized +4.1%
NFLX Netflix Inc 0.3%
Value ($000) $640 Shares 948 Est. Cost $45.32 Unrealized +37.8%
AMAT Applied Materials 0.3%
Value ($000) $640 Shares 2,710 Est. Cost $151.63 Unrealized +39.4%
CB Chubb LTD F 0.3%
Value ($000) $638 Shares 2,503 Est. Cost $216.78 Unrealized +16.6%
XOM ExxonMobil 0.3%
Value ($000) $631 Shares 5,485 Est. Cost $100.06 Unrealized +10.0%
APH Amphenol Corp Class A 0.3%
Value ($000) $630 Shares 9,348 Est. Cost $52.81 Unrealized +17.8%
EEM iShares MSCI Emerging Markets ETF 0.3%
Value ($000) $616 Shares 14,466 Est. Cost $40.31 Unrealized
LOW Lowes Co Inc 0.3%
Value ($000) $598 Shares 2,711 Est. Cost $206.46 Unrealized +7.2%
ADBE Adobe Inc 0.3%
Value ($000) $582 Shares 1,048 Est. Cost $574.95 Unrealized -15.8%
TXN Texas Instruments 0.3%
Value ($000) $573 Shares 2,944 Est. Cost $148.52 Unrealized +18.6%
ASML Asml Holding N V F Sponsored ADR 0.3%
Value ($000) $568 Shares 555 Est. Cost $804.12 Unrealized
ECL Ecolab Inc 0.3%
Value ($000) $559 Shares 2,350 Est. Cost $179.43 Unrealized +26.6%
UNP Union Pacific Corp 0.3%
Value ($000) $539 Shares 2,381 Est. Cost $210.57 Unrealized +7.1%
HON Honeywell Intl Inc 0.2%
Value ($000) $528 Shares 2,473 Est. Cost $173.29 Unrealized +6.1%
MS Morgan Stanley 0.2%
Value ($000) $523 Shares 5,384 Est. Cost $76.71 Unrealized +18.4%
UBER Uber Technologies Inc 0.2%
Value ($000) $495 Shares 6,807 Est. Cost $52.31 Unrealized +32.9%
NSRGY Nestle S A F Sponsored ADR 0.2%
Value ($000) $494 Shares 4,826 Est. Cost $113.93 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $474 Shares 3,359 Est. Cost $107.78 Unrealized +13.5%
LRLCY L Oreal S A F Sponsored ADR 0.2%
Value ($000) $468 Shares 5,323 Est. Cost $98.63 Unrealized
MU Micron Technology 0.2%
Value ($000) $467 Shares 3,554 Est. Cost $75.34 Unrealized +66.2%
RSG Republic Services 0.2%
Value ($000) $466 Shares 2,399 Est. Cost $155.18 Unrealized +19.3%
WM Waste Management Inc 0.2%
Value ($000) $457 Shares 2,144 Est. Cost $170.03 Unrealized +19.3%
AZN Astrazeneca PLC F Sponsored ADR 0.2%
Value ($000) $449 Shares 5,759 Est. Cost $69.26 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $449 Shares 9,447 Est. Cost $47.88 Unrealized -5.4%
TCEHY Tencent Holdings F Unsponsored ADR 0.2%
Value ($000) $445 Shares 9,398 Est. Cost $38.88 Unrealized
ACWX iShares MSCI Acwi Ex US ETF 0.2%
Value ($000) $443 Shares 8,339 Est. Cost $51.04 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.2%
Value ($000) $429 Shares 4,670 Est. Cost $98.19 Unrealized
GS Goldman Sachs Group 0.2%
Value ($000) $421 Shares 930 Est. Cost $331.04 Unrealized +28.0%
IBN Icici Bank LTD A D R 0.2%
Value ($000) $414 Shares 14,373 Est. Cost $24.24 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $411 Shares 3,727 Est. Cost $88.51 Unrealized +21.4%
NEE Nextera Energy Inc 0.2%
Value ($000) $407 Shares 5,752 Est. Cost $54.79 Unrealized +23.4%
QQQ Invesco QQQ Trust ETF 0.2%
Value ($000) $401 Shares 837 Est. Cost $409.74 Unrealized
KB KB Finl Group Inc F Sponsored ADR 0.2%
Value ($000) $401 Shares 7,075 Est. Cost $42.33 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $397 Shares 6,692 Est. Cost $43.68 Unrealized +30.2%
KO Coca-Cola 0.2%
Value ($000) $390 Shares 6,129 Est. Cost $53.92 Unrealized +9.2%
NKE Nike Inc 0.2%
Value ($000) $388 Shares 5,150 Est. Cost $102.84 Unrealized -12.8%
ROP Roper Technologies 0.2%
Value ($000) $378 Shares 670 Est. Cost $508.04 Unrealized +5.0%
XLK Technology Select Sector SPDR Fund 0.2%
Value ($000) $377 Shares 1,668 Est. Cost $192.99 Unrealized
XYL Xylem Inc Com 0.2%
Value ($000) $374 Shares 2,760 Est. Cost $101.06 Unrealized +32.1%
PANW Palo Alto Networks 0.2%
Value ($000) $362 Shares 1,068 Est. Cost $134.44 Unrealized +11.3%
AMT American Tower Corp 0.2%
Value ($000) $357 Shares 1,836 Est. Cost $177.47 Unrealized -0.7%
ISRG Intuitive Surgical 0.2%
Value ($000) $355 Shares 799 Est. Cost $317.08 Unrealized +25.6%
DFAE Dimensional Emerg Core Eqy MRKT ETF 0.2%
Value ($000) $338 Shares 13,068 Est. Cost $24.72 Unrealized
BA Boeing Co 0.2%
Value ($000) $333 Shares 1,829 Est. Cost $212.66 Unrealized -16.2%
NVS Novartis AG F Sponsored ADR 0.2%
Value ($000) $331 Shares 3,113 Est. Cost $100.56 Unrealized
LIN Linde PLC F 0.2%
Value ($000) $330 Shares 751 Est. Cost $391.64 Unrealized +9.9%
HDB HDFC Bank LTD A D R 0.2%
Value ($000) $328 Shares 5,095 Est. Cost $64.33 Unrealized
SHEL Shell PLC F Sponsored ADR 0.1%
Value ($000) $323 Shares 4,474 Est. Cost $66.11 Unrealized
SAP SAP Se Spon A D R 0.1%
Value ($000) $321 Shares 1,589 Est. Cost $195.03 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $320 Shares 5,056 Est. Cost $60.14 Unrealized +7.2%
WSM Williams Sonoma Inc 0.1%
Value ($000) $315 Shares 1,117 Est. Cost $118.79 Unrealized +22.5%
SPGI S&P Global Inc 0.1%
Value ($000) $314 Shares 705 Est. Cost $392.06 Unrealized +8.1%
INTC Intel 0.1%
Value ($000) $314 Shares 10,129 Est. Cost $40.39 Unrealized -19.5%
INFY Infosys LTD F Sponsored ADR 0.1%
Value ($000) $309 Shares 16,607 Est. Cost $18.33 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $308 Shares 4,495 Est. Cost $71.30 Unrealized -11.4%
RY Royal Bank Of Canada F 0.1%
Value ($000) $306 Shares 2,872 Est. Cost $90.02 Unrealized +14.2%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $303 Shares 7,729 Est. Cost $40.15 Unrealized -7.6%
WIT Wipro LTD F Sponsored ADR 0.1%
Value ($000) $301 Shares 49,278 Est. Cost $5.60 Unrealized
NABZY NTNL Australia Bank F Sponsored ADR 0.1%
Value ($000) $296 Shares 24,676 Est. Cost $10.56 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $287 Shares 3,211 Est. Cost $77.11 Unrealized +7.7%
ELV Elevance Health Inc 0.1%
Value ($000) $286 Shares 528 Est. Cost $457.69 Unrealized +12.2%
SBGSY Schneider Elect Se Unsp A D R 0.1%
Value ($000) $281 Shares 5,837 Est. Cost $45.37 Unrealized
RDY DR Reddy S Laboratorie F Sponsored ADR 0.1%
Value ($000) $280 Shares 3,670 Est. Cost $73.62 Unrealized
LVMUY LVMH Moet Hennessy Lou F Sponsored ADR 0.1%
Value ($000) $278 Shares 1,813 Est. Cost $164.80 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $277 Shares 2,858 Est. Cost $82.17 Unrealized +8.4%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $274 Shares 4,680 Est. Cost $104.02 Unrealized
CMWAY Commonwealth BK Aust F Sponsored ADR 0.1%
Value ($000) $273 Shares 3,230 Est. Cost $76.75 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.1%
Value ($000) $263 Shares 15,349 Est. Cost $15.10 Unrealized
TM Toyota Motor Corp F Sponsored ADR 0.1%
Value ($000) $263 Shares 1,281 Est. Cost $251.68 Unrealized
RHHBY Roche HLDG AG F Sponsored ADR 0.1%
Value ($000) $258 Shares 7,428 Est. Cost $35.41 Unrealized
HESAY Hermes Interntnl Sca F Sponsored ADR 0.1%
Value ($000) $242 Shares 1,050 Est. Cost $256.42 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $239 Shares 657 Est. Cost $337.05 Unrealized
ANZGY Anz Group Holdings LTD F Unsponsored ADR 0.1%
Value ($000) $238 Shares 12,640 Est. Cost $18.40 Unrealized
HTHIY Hitachi LTD F Sponsored ADR 0.1%
Value ($000) $237 Shares 1,052 Est. Cost $225.18 Unrealized
ITOCY Itochu Corp F Sponsored ADR 0.1%
Value ($000) $236 Shares 2,396 Est. Cost $98.35 Unrealized
UMC United Microelectronic F Sponsored ADR 0.1%
Value ($000) $236 Shares 26,889 Est. Cost $8.45 Unrealized
IBM IBM 0.1%
Value ($000) $233 Shares 1,345 Est. Cost $171.85 Unrealized -3.5%
Aptiv PLC F 0.1%
Value ($000) $232 Shares 3,296 Est. Cost $89.72 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $232 Shares 799 Est. Cost $235.99 Unrealized +20.4%
TOELY Tokyo Electron LTD F Sponsored ADR 0.1%
Value ($000) $230 Shares 2,102 Est. Cost $129.17 Unrealized
DSNKY Daiichi Sankyo Co F Sponsored ADR 0.1%
Value ($000) $230 Shares 6,651 Est. Cost $31.81 Unrealized
ALIZY Allianz Se F Unsponsored ADR 0.1%
Value ($000) $229 Shares 8,270 Est. Cost $29.93 Unrealized
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $224 Shares 1,841 Est. Cost $113.99 Unrealized
STN Stantec Inc 0.1%
Value ($000) $224 Shares 2,678 Est. Cost $80.33 Unrealized
XLE Energy Select Sector SPDR Fund ETF 0.1%
Value ($000) $222 Shares 2,439 Est. Cost $94.41 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $221 Shares 1,010 Est. Cost $179.50 Unrealized +19.7%
IMO Imperial Oil LTD F 0.1%
Value ($000) $221 Shares 3,234 Est. Cost $58.14 Unrealized +13.5%
RTX Raytheon Technologies Co 0.1%
Value ($000) $213 Shares 2,120 Est. Cost $100.12 Unrealized 0.0%
IWV iShares Russel 3000 ETF 0.1%
Value ($000) $211 Shares 682 Est. Cost $300.08 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $209 Shares 614 Est. Cost $330.39 Unrealized +0.9%
TKOMY Tokio Marine Holdings F Sponsored ADR 0.1%
Value ($000) $207 Shares 5,498 Est. Cost $37.67 Unrealized
DBSDY DBS Group Holdings Lim F Sponsored ADR 0.1%
Value ($000) $207 Shares 1,966 Est. Cost $105.16 Unrealized
CNQ Canadian Natural Res F 0.1%
Value ($000) $207 Shares 5,806 Est. Cost $33.29 Unrealized +6.4%
IDEXY Industria De Diseno Te F Sponsored ADR 0.1%
Value ($000) $207 Shares 8,310 Est. Cost $24.85 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $206 Shares 2,125 Est. Cost $99.16 Unrealized
PLD Prologis Inc. REIT 0.1%
Value ($000) $204 Shares 1,816 Est. Cost $107.80 Unrealized -3.1%
PDD PDD Holdings Inc F Unsponsored ADR 0.1%
Value ($000) $203 Shares 1,530 Est. Cost $132.95 Unrealized
ZURVY Zurich Insurance Group F Sponsored ADR 0.1%
Value ($000) $202 Shares 3,790 Est. Cost $54.23 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $201 Shares 306 Est. Cost $631.25 Unrealized -2.7%
HSBC HSBC HLDGS PLC F Sponsored ADR 0.1%
Value ($000) $201 Shares 4,623 Est. Cost $43.50 Unrealized
KBH K B Home 0.1%
Value ($000) $200 Shares 2,851 Est. Cost $61.78 Unrealized +7.1%
SHECY Shin Etsu Chemical Co F Sponsored ADR 0.1%
Value ($000) $196 Shares 10,084 Est. Cost $21.83 Unrealized
ABNB Airbnb Inc CL A 0.1%
Value ($000) $195 Shares 1,288 Est. Cost $151.39 Unrealized +0.9%
GE General Electric Co 0.1%
Value ($000) $191 Shares 1,204 Est. Cost $119.96 Unrealized +31.7%
KR Kroger Co 0.1%
Value ($000) $190 Shares 3,811 Est. Cost $47.51 Unrealized +9.5%
MMM 3M 0.1%
Value ($000) $176 Shares 1,722 Est. Cost $77.03 Unrealized +22.4%
SMFG Sumitomo Mitsui Finl00 F Sponsored ADR 0.1%
Value ($000) $170 Shares 12,665 Est. Cost $11.83 Unrealized
BCS Barclays PLC A D R 0.1%
Value ($000) $139 Shares 12,944 Est. Cost $7.93 Unrealized
MUFG Mitsubishi U F J Finan F Sponsored ADR 0.1%
Value ($000) $135 Shares 12,472 Est. Cost $10.26 Unrealized
HBM Hudbay Minerals Inc 0.1%
Value ($000) $134 Shares 14,856 Est. Cost $4.69 Unrealized +85.1%
MRAAY Murata MFG Co LTD F Sponsored ADR 0.1%
Value ($000) $125 Shares 12,082 Est. Cost $10.30 Unrealized
Brasil SA A D R 0.1%
Value ($000) $121 Shares 29,781 Est. Cost $2.87 Unrealized
UNICY Uni Charm Corporation A D R 0.1%
Value ($000) $114 Shares 17,608 Est. Cost $6.89 Unrealized
AACAY Aac Technologies Holdings Inc A D R 0.0%
Value ($000) $88 Shares 23,036 Est. Cost $2.92 Unrealized
PROSY Prosus N V F Sponsored ADR 0.0%
Value ($000) $85 Shares 11,905 Est. Cost $6.26 Unrealized
AEG Aegon LTD Amer Reg G D R 0.0%
Value ($000) $64 Shares 10,434 Est. Cost $6.05 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $61 Shares 610 Est. Cost $83.85 Unrealized +12.4%
ALSMY Alstom SA F Sponsored ADR 0.0%
Value ($000) $56 Shares 33,850 Est. Cost $1.50 Unrealized
MFG Mizuho Finl Group F Sponsored ADR 0.0%
Value ($000) $48 Shares 11,305 Est. Cost $3.98 Unrealized
CIG Companhia Energetic F Sponsored ADR 0.0%
Value ($000) $33 Shares 18,724 Est. Cost $2.21 Unrealized
HLDCY Henderson Land Develop F Sponsored ADR 0.0%
Value ($000) $32 Shares 12,102 Est. Cost $3.09 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $23 Shares 422 Est. Cost $55.51 Unrealized -7.5%
USB U S Bancorp 0.0%
Value ($000) $18 Shares 450 Est. Cost $38.21 Unrealized -1.2%