Canopy Partners, LLC Diversified Active

CIK: 0001960860 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $232,348 (100.0% shares, 0.0% debt)

Holdings (210)

VTI Vanguard Total Stock Market ETF 5.5%
Value ($000) $12,782 Shares 45,140 Est. Cost $250.85 Unrealized
AAPL Apple Inc 4.9%
Value ($000) $11,338 Shares 48,659 Est. Cost $183.57 Unrealized +20.9%
SPY SPDR S&P 500 ETF 4.6%
Value ($000) $10,748 Shares 18,732 Est. Cost $477.22 Unrealized
IEFA iShares Core MSCI EAFE ETF 4.5%
Value ($000) $10,525 Shares 134,844 Est. Cost $70.53 Unrealized
MSFT Microsoft 4.3%
Value ($000) $9,891 Shares 22,987 Est. Cost $356.80 Unrealized +18.6%
MDY SPDR S&P Midcap 400 ETF 3.9%
Value ($000) $9,004 Shares 15,806 Est. Cost $516.17 Unrealized
IWR iShares Russell Mid Cap ETF 3.0%
Value ($000) $6,866 Shares 77,897 Est. Cost $78.94 Unrealized
GOOGL Alphabet Inc. Class A 2.8%
Value ($000) $6,614 Shares 39,877 Est. Cost $134.15 Unrealized +24.3%
DFAU Dimensional US Core Equity Markt ETF 2.7%
Value ($000) $6,343 Shares 159,809 Est. Cost $37.11 Unrealized
AMZN Amazon.Com Inc 2.6%
Value ($000) $6,087 Shares 32,669 Est. Cost $141.97 Unrealized +28.5%
NVDA Nvidia Corp 2.6%
Value ($000) $5,986 Shares 49,294 Est. Cost $96.37 Unrealized +22.5%
IEMG iShares Core MSCI Emerging ETF 2.3%
Value ($000) $5,306 Shares 92,426 Est. Cost $50.58 Unrealized
META Meta Platforms Inc Class A 2.1%
Value ($000) $4,886 Shares 8,536 Est. Cost $333.54 Unrealized +53.5%
DFAX Dimensional ETF (trust World Ex US Core) 1.9%
Value ($000) $4,360 Shares 161,406 Est. Cost $25.42 Unrealized
IJR iShares Core S&P Small-Cap ETF 1.8%
Value ($000) $4,142 Shares 35,410 Est. Cost $108.48 Unrealized
VTEB Vanguard Muni BND Tax Exempt ETF 1.2%
Value ($000) $2,895 Shares 56,634 Est. Cost $51.03 Unrealized
UNH UnitedHealth Group 1.1%
Value ($000) $2,602 Shares 4,450 Est. Cost $510.06 Unrealized +7.5%
WMT Wal-Mart 1.1%
Value ($000) $2,571 Shares 31,833 Est. Cost $54.67 Unrealized +32.6%
JPM JPMorgan Chase 1.1%
Value ($000) $2,520 Shares 11,951 Est. Cost $149.30 Unrealized +37.3%
JNJ Johnson & Johnson 1.0%
Value ($000) $2,232 Shares 13,774 Est. Cost $143.84 Unrealized +6.1%
SCZ iShares MSCI EAFE Small Cap ETF 0.9%
Value ($000) $2,179 Shares 32,183 Est. Cost $61.90 Unrealized
MA Mastercard Inc Class A 0.9%
Value ($000) $2,166 Shares 4,386 Est. Cost $404.72 Unrealized +14.1%
ADP Auto Data Processing 0.8%
Value ($000) $1,958 Shares 7,077 Est. Cost $222.04 Unrealized +14.2%
NOW Service Now Inc 0.8%
Value ($000) $1,938 Shares 2,167 Est. Cost $127.05 Unrealized +29.4%
TSM Taiwan Semiconductr F Sponsored ADR 0.8%
Value ($000) $1,790 Shares 10,306 Est. Cost $113.12 Unrealized
CRM Salesforce 0.7%
Value ($000) $1,720 Shares 6,283 Est. Cost $226.42 Unrealized +12.1%
COST Costco Wholesale Co 0.7%
Value ($000) $1,693 Shares 1,910 Est. Cost $588.05 Unrealized +46.6%
DFCF Dimensional Core Fixed Income ETF 0.7%
Value ($000) $1,662 Shares 38,474 Est. Cost $41.97 Unrealized
V Visa Inc Class A 0.7%
Value ($000) $1,530 Shares 5,566 Est. Cost $244.64 Unrealized +9.4%
IVV iShares Core S&P 500 ETF 0.6%
Value ($000) $1,436 Shares 2,490 Est. Cost $477.63 Unrealized
PNC P N C Financial Services Group Inc 0.6%
Value ($000) $1,329 Shares 7,187 Est. Cost $119.93 Unrealized +39.7%
IEF iShares 7-10 Year Treasury Bond ETF 0.6%
Value ($000) $1,307 Shares 13,321 Est. Cost $96.49 Unrealized
SBUX Starbucks Corp 0.5%
Value ($000) $1,261 Shares 12,936 Est. Cost $90.44 Unrealized -8.4%
BAC Bank Of America Corp 0.5%
Value ($000) $1,245 Shares 31,374 Est. Cost $28.01 Unrealized +38.4%
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $1,215 Shares 5,501 Est. Cost $200.71 Unrealized
AXP American Express Co 0.5%
Value ($000) $1,214 Shares 4,477 Est. Cost $172.31 Unrealized +42.3%
IXUS iShares Core MSCI Total ETF 0.5%
Value ($000) $1,176 Shares 16,185 Est. Cost $64.93 Unrealized
MRK Merck & Co. Inc. 0.5%
Value ($000) $1,136 Shares 10,003 Est. Cost $99.62 Unrealized +13.4%
AVGO Broadcom Inc 0.5%
Value ($000) $1,130 Shares 6,548 Est. Cost $152.54 Unrealized +3.6%
IVW iShares S&P 500 Growth ETF 0.5%
Value ($000) $1,128 Shares 11,783 Est. Cost $75.10 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $1,099 Shares 6,462 Est. Cost $154.23 Unrealized +5.6%
BRK/B Berkshire Hathaway Class B 0.5%
Value ($000) $1,080 Shares 2,346 Est. Cost $361.99 Unrealized +22.2%
EFG iShares MSCI EAFE Growth ETF 0.5%
Value ($000) $1,060 Shares 9,851 Est. Cost $103.79 Unrealized
IVE iShares S&P 500 Value ETF 0.4%
Value ($000) $1,044 Shares 5,296 Est. Cost $173.89 Unrealized
ACN Accenture PLC F Class A 0.4%
Value ($000) $1,043 Shares 2,952 Est. Cost $314.71 Unrealized +2.6%
MCD McDonald's 0.4%
Value ($000) $1,037 Shares 3,407 Est. Cost $261.40 Unrealized +2.0%
TDG Transdigm Group Inc 0.4%
Value ($000) $1,032 Shares 723 Est. Cost $802.78 Unrealized +43.5%
BlackRock Inc 0.4%
Value ($000) $1,027 Shares 1,082 Est. Cost $817.56 Unrealized
PFE Pfizer 0.4%
Value ($000) $1,001 Shares 34,588 Est. Cost $25.95 Unrealized +2.8%
TGT Target Corp 0.4%
Value ($000) $999 Shares 6,411 Est. Cost $115.12 Unrealized +22.5%
MDLZ Mondelez International W I 0.4%
Value ($000) $982 Shares 13,335 Est. Cost $64.43 Unrealized +4.3%
CAT Caterpillar 0.4%
Value ($000) $972 Shares 2,485 Est. Cost $263.61 Unrealized +28.5%
LLY Lilly Eli & Co 0.4%
Value ($000) $963 Shares 1,087 Est. Cost $611.82 Unrealized +45.5%
TSLA Tesla Motors 0.4%
Value ($000) $959 Shares 3,666 Est. Cost $228.33 Unrealized -0.1%
CVX Chevron Corp. 0.4%
Value ($000) $938 Shares 6,368 Est. Cost $137.87 Unrealized +1.5%
HD Home Depot 0.4%
Value ($000) $935 Shares 2,307 Est. Cost $303.02 Unrealized +16.4%
PG Procter & Gamble 0.4%
Value ($000) $931 Shares 5,378 Est. Cost $140.61 Unrealized +16.8%
ABT Abbott Laboratories 0.4%
Value ($000) $922 Shares 8,085 Est. Cost $96.83 Unrealized +10.6%
DHR Danaher Corp 0.4%
Value ($000) $907 Shares 3,264 Est. Cost $212.41 Unrealized +23.6%
FICO Fair Isaac Intl Corp 0.4%
Value ($000) $875 Shares 450 Est. Cost $1006.47 Unrealized +70.0%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $869 Shares 5,200 Est. Cost $136.92 Unrealized +22.9%
ABBV Abbvie Inc 0.4%
Value ($000) $860 Shares 4,356 Est. Cost $140.00 Unrealized +27.6%
AMGN Amgen Inc 0.4%
Value ($000) $827 Shares 2,567 Est. Cost $255.91 Unrealized +22.4%
ETN Eaton Corp PLC F 0.4%
Value ($000) $816 Shares 2,461 Est. Cost $226.16 Unrealized +33.2%
ESGV Vanguard Esg US Stock ETF 0.3%
Value ($000) $808 Shares 7,947 Est. Cost $101.65 Unrealized
BKNG Booking Holdings Inc 0.3%
Value ($000) $805 Shares 191 Est. Cost $3102.14 Unrealized +22.3%
ITW Illinois Tool Works 0.3%
Value ($000) $801 Shares 3,058 Est. Cost $230.71 Unrealized +2.9%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $793 Shares 9,479 Est. Cost $75.35 Unrealized
NVO Novo-Nordisk As Vormal F Sponsored ADR 0.3%
Value ($000) $790 Shares 6,633 Est. Cost $106.68 Unrealized
COP Conocophillips 0.3%
Value ($000) $790 Shares 7,500 Est. Cost $109.15 Unrealized -3.7%
TMO Thermo Fisher SCNTFC 0.3%
Value ($000) $774 Shares 1,251 Est. Cost $491.12 Unrealized +20.0%
LOW Lowes Co Inc 0.3%
Value ($000) $733 Shares 2,707 Est. Cost $206.46 Unrealized +14.4%
CB Chubb LTD F 0.3%
Value ($000) $715 Shares 2,478 Est. Cost $216.78 Unrealized +24.9%
DE Deere & Co 0.3%
Value ($000) $707 Shares 1,693 Est. Cost $365.64 Unrealized +1.0%
ACWX iShares MSCI Acwi Ex US ETF 0.3%
Value ($000) $693 Shares 12,119 Est. Cost $52.97 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $687 Shares 969 Est. Cost $45.79 Unrealized +46.1%
AMD Advanced Micro Devices I 0.3%
Value ($000) $654 Shares 3,987 Est. Cost $125.48 Unrealized +21.1%
QCOM Qualcomm Inc 0.3%
Value ($000) $650 Shares 3,820 Est. Cost $126.39 Unrealized +35.4%
XOM ExxonMobil 0.3%
Value ($000) $641 Shares 5,470 Est. Cost $100.06 Unrealized +10.0%
SCHW Charles Schwab Corp 0.3%
Value ($000) $622 Shares 9,604 Est. Cost $56.53 Unrealized +14.2%
APH Amphenol Corp Class A 0.3%
Value ($000) $617 Shares 9,468 Est. Cost $52.95 Unrealized +21.0%
EEM iShares MSCI Emerging Markets ETF 0.3%
Value ($000) $614 Shares 13,386 Est. Cost $40.31 Unrealized
MPC Marathon Pete Corp 0.3%
Value ($000) $609 Shares 3,739 Est. Cost $144.01 Unrealized +13.8%
ECL Ecolab Inc 0.3%
Value ($000) $608 Shares 2,383 Est. Cost $180.28 Unrealized +33.7%
ADBE Adobe Inc 0.3%
Value ($000) $608 Shares 1,175 Est. Cost $572.09 Unrealized -4.1%
TXN Texas Instruments 0.3%
Value ($000) $605 Shares 2,931 Est. Cost $148.52 Unrealized +29.9%
UNP Union Pacific Corp 0.2%
Value ($000) $576 Shares 2,337 Est. Cost $210.57 Unrealized +11.4%
ORCL Oracle Corp 0.2%
Value ($000) $568 Shares 3,335 Est. Cost $107.78 Unrealized +32.7%
MS Morgan Stanley 0.2%
Value ($000) $562 Shares 5,394 Est. Cost $76.71 Unrealized +26.3%
QQQ Invesco QQQ Trust ETF 0.2%
Value ($000) $559 Shares 1,146 Est. Cost $430.86 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $548 Shares 2,653 Est. Cost $174.31 Unrealized +8.0%
AMAT Applied Materials 0.2%
Value ($000) $536 Shares 2,651 Est. Cost $151.63 Unrealized +33.5%
TCEHY Tencent Holdings F Unsponsored ADR 0.2%
Value ($000) $530 Shares 9,568 Est. Cost $39.18 Unrealized
UBER Uber Technologies Inc 0.2%
Value ($000) $523 Shares 6,958 Est. Cost $52.71 Unrealized +33.6%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $505 Shares 7,652 Est. Cost $69.83 Unrealized +4.0%
NSRGY Nestle S A F Sponsored ADR 0.2%
Value ($000) $501 Shares 4,973 Est. Cost $113.53 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $493 Shares 9,262 Est. Cost $47.88 Unrealized -2.3%
ASML Asml Holding N V F Sponsored ADR 0.2%
Value ($000) $483 Shares 580 Est. Cost $805.37 Unrealized
NEE Nextera Energy Inc 0.2%
Value ($000) $479 Shares 5,662 Est. Cost $54.79 Unrealized +36.6%
LRLCY L Oreal S A F Sponsored ADR 0.2%
Value ($000) $476 Shares 5,303 Est. Cost $98.63 Unrealized
GS Goldman Sachs Group 0.2%
Value ($000) $459 Shares 928 Est. Cost $331.04 Unrealized +43.5%
RSG Republic Services 0.2%
Value ($000) $450 Shares 2,239 Est. Cost $155.18 Unrealized +27.6%
WM Waste Management Inc 0.2%
Value ($000) $439 Shares 2,115 Est. Cost $170.03 Unrealized +20.1%
KO Coca-Cola 0.2%
Value ($000) $435 Shares 6,059 Est. Cost $53.92 Unrealized +21.8%
HEFA iShares Currency Hedged MSCI ETF 0.2%
Value ($000) $435 Shares 12,280 Est. Cost $35.42 Unrealized
KB KB Finl Group Inc F Sponsored ADR 0.2%
Value ($000) $431 Shares 6,984 Est. Cost $42.33 Unrealized
NKE Nike Inc 0.2%
Value ($000) $431 Shares 4,870 Est. Cost $102.84 Unrealized -26.1%
AMT American Tower Corp 0.2%
Value ($000) $430 Shares 1,850 Est. Cost $177.47 Unrealized +18.8%
IBN Icici Bank LTD A D R 0.2%
Value ($000) $429 Shares 14,373 Est. Cost $24.24 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $408 Shares 3,735 Est. Cost $88.51 Unrealized +18.7%
AGG iShares Core US Aggregate Bond ETF 0.2%
Value ($000) $406 Shares 4,010 Est. Cost $100.15 Unrealized
ISRG Intuitive Surgical 0.2%
Value ($000) $394 Shares 803 Est. Cost $317.08 Unrealized +46.8%
AZN Astrazeneca PLC F Sponsored ADR 0.2%
Value ($000) $388 Shares 4,983 Est. Cost $69.26 Unrealized
INFY Infosys LTD F Sponsored ADR 0.2%
Value ($000) $381 Shares 17,129 Est. Cost $18.45 Unrealized
ROP Roper Technologies 0.2%
Value ($000) $379 Shares 682 Est. Cost $508.68 Unrealized +7.0%
SAP SAP Se Spon A D R 0.2%
Value ($000) $373 Shares 1,627 Est. Cost $195.83 Unrealized
XYL Xylem Inc Com 0.2%
Value ($000) $371 Shares 2,748 Est. Cost $101.06 Unrealized +30.2%
GIS General Mills Inc 0.2%
Value ($000) $370 Shares 5,005 Est. Cost $60.14 Unrealized +9.2%
SPGI S&P Global Inc 0.2%
Value ($000) $368 Shares 713 Est. Cost $393.16 Unrealized +24.6%
PANW Palo Alto Networks 0.2%
Value ($000) $368 Shares 1,077 Est. Cost $134.44 Unrealized +25.2%
WFC Wells Fargo & Co 0.2%
Value ($000) $368 Shares 6,507 Est. Cost $43.68 Unrealized +25.6%
GILD Gilead Sciences Inc 0.2%
Value ($000) $367 Shares 4,380 Est. Cost $71.30 Unrealized +2.5%
RY Royal Bank Of Canada F 0.2%
Value ($000) $366 Shares 2,933 Est. Cost $90.54 Unrealized +26.8%
GE General Electric Co 0.2%
Value ($000) $362 Shares 1,918 Est. Cost $137.82 Unrealized +21.8%
AFL Aflac Inc 0.2%
Value ($000) $360 Shares 3,221 Est. Cost $77.11 Unrealized +28.1%
DFAE Dimensional Emerg Core Eqy MRKT ETF 0.2%
Value ($000) $360 Shares 13,134 Est. Cost $24.72 Unrealized
NVS Novartis AG F Sponsored ADR 0.2%
Value ($000) $358 Shares 3,113 Est. Cost $100.56 Unrealized
EAGG iShares Esg Aware US Aggrgt BND ETF 0.2%
Value ($000) $358 Shares 7,361 Est. Cost $48.59 Unrealized
LIN Linde PLC F 0.2%
Value ($000) $355 Shares 744 Est. Cost $391.64 Unrealized +14.4%
WSM Williams Sonoma Inc 0.1%
Value ($000) $340 Shares 2,193 Est. Cost $129.50 Unrealized +8.6%
SYK Stryker Corp 0.1%
Value ($000) $333 Shares 922 Est. Cost $333.75 Unrealized +2.0%
HDB HDFC Bank LTD A D R 0.1%
Value ($000) $325 Shares 5,202 Est. Cost $64.29 Unrealized
WIT Wipro LTD F Sponsored ADR 0.1%
Value ($000) $323 Shares 49,774 Est. Cost $5.61 Unrealized
NABZY NTNL Australia Bank F Sponsored ADR 0.1%
Value ($000) $312 Shares 24,166 Est. Cost $10.56 Unrealized
RHHBY Roche HLDG AG F Sponsored ADR 0.1%
Value ($000) $310 Shares 7,772 Est. Cost $35.61 Unrealized
CMWAY Commonwealth BK Aust F Sponsored ADR 0.1%
Value ($000) $304 Shares 3,247 Est. Cost $76.75 Unrealized
SBGSY Schneider Elect Se Unsp A D R 0.1%
Value ($000) $302 Shares 5,722 Est. Cost $45.37 Unrealized
RDY DR Reddy S Laboratorie F Sponsored ADR 0.1%
Value ($000) $301 Shares 3,785 Est. Cost $73.80 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $298 Shares 2,867 Est. Cost $82.17 Unrealized +20.4%
SHEL Shell PLC F Sponsored ADR 0.1%
Value ($000) $295 Shares 4,474 Est. Cost $66.11 Unrealized
IBM IBM 0.1%
Value ($000) $293 Shares 1,324 Est. Cost $171.85 Unrealized +10.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $292 Shares 4,680 Est. Cost $104.02 Unrealized
HTHIY Hitachi LTD F Sponsored ADR 0.1%
Value ($000) $286 Shares 5,393 Est. Cost $86.59 Unrealized
ING ING Groep ADR Rep 1 Or F Sponsored ADR 0.1%
Value ($000) $279 Shares 15,349 Est. Cost $15.10 Unrealized
BA Boeing Co 0.1%
Value ($000) $275 Shares 1,806 Est. Cost $212.66 Unrealized -19.4%
ALIZY Allianz Se F Unsponsored ADR 0.1%
Value ($000) $272 Shares 8,300 Est. Cost $29.93 Unrealized
RTX Raytheon Technologies Co 0.1%
Value ($000) $265 Shares 2,187 Est. Cost $100.46 Unrealized +10.6%
ANZGY Anz Group Holdings LTD F Unsponsored ADR 0.1%
Value ($000) $265 Shares 12,607 Est. Cost $18.40 Unrealized
LVMUY LVMH Moet Hennessy Lou F Sponsored ADR 0.1%
Value ($000) $265 Shares 1,723 Est. Cost $164.80 Unrealized
XLK Technology Select Sector SPDR Fund 0.1%
Value ($000) $264 Shares 1,168 Est. Cost $192.99 Unrealized
IDEXY Industria De Diseno Te F Sponsored ADR 0.1%
Value ($000) $262 Shares 8,818 Est. Cost $25.13 Unrealized
HESAY Hermes Interntnl Sca F Sponsored ADR 0.1%
Value ($000) $259 Shares 1,050 Est. Cost $256.42 Unrealized
TLT iShares 20 Year Treasury Bond ETF 0.1%
Value ($000) $254 Shares 2,591 Est. Cost $98.19 Unrealized
TTD The Trade Desk Inc Class A 0.1%
Value ($000) $254 Shares 2,314 Est. Cost $99.77 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $253 Shares 4,889 Est. Cost $43.65 Unrealized 0.0%
ITOCY Itochu Corp F Sponsored ADR 0.1%
Value ($000) $250 Shares 2,318 Est. Cost $98.35 Unrealized
KBH K B Home 0.1%
Value ($000) $247 Shares 2,882 Est. Cost $61.96 Unrealized +26.5%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $247 Shares 657 Est. Cost $337.05 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $246 Shares 473 Est. Cost $457.69 Unrealized +13.8%
MMM 3M 0.1%
Value ($000) $243 Shares 1,776 Est. Cost $78.31 Unrealized +52.1%
PH Parker Hannifin Corp 0.1%
Value ($000) $241 Shares 381 Est. Cost $560.34 Unrealized 0.0%
GD General Dynamics Corp 0.1%
Value ($000) $234 Shares 775 Est. Cost $235.99 Unrealized +21.4%
PLD Prologis Inc. REIT 0.1%
Value ($000) $234 Shares 1,851 Est. Cost $108.00 Unrealized +9.3%
DBSDY DBS Group Holdings Lim F Sponsored ADR 0.1%
Value ($000) $230 Shares 1,952 Est. Cost $105.16 Unrealized
ZURVY Zurich Insurance Group F Sponsored ADR 0.1%
Value ($000) $230 Shares 7,620 Est. Cost $42.14 Unrealized
SLF Sun Life Financial Inc 0.1%
Value ($000) $229 Shares 3,941 Est. Cost $52.26 Unrealized 0.0%
IMO Imperial Oil LTD F 0.1%
Value ($000) $228 Shares 3,234 Est. Cost $58.14 Unrealized +17.4%
UMC United Microelectronic F Sponsored ADR 0.1%
Value ($000) $226 Shares 26,837 Est. Cost $8.45 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $223 Shares 1,010 Est. Cost $179.50 Unrealized +16.9%
IWV iShares Russel 3000 ETF 0.1%
Value ($000) $223 Shares 682 Est. Cost $300.08 Unrealized
WF Woori Finl Group Inc F Unsponsored ADR 0.1%
Value ($000) $223 Shares 6,235 Est. Cost $35.73 Unrealized
STN Stantec Inc 0.1%
Value ($000) $222 Shares 2,763 Est. Cost $80.34 Unrealized
SONVY Sonova Holding A G F Sponsored ADR 0.1%
Value ($000) $221 Shares 3,065 Est. Cost $72.05 Unrealized
DSNKY Daiichi Sankyo Co F Sponsored ADR 0.1%
Value ($000) $220 Shares 6,671 Est. Cost $31.81 Unrealized
SONY Sony Group Corp F Sponsored ADR 0.1%
Value ($000) $219 Shares 2,265 Est. Cost $96.57 Unrealized
KR Kroger Co 0.1%
Value ($000) $218 Shares 3,811 Est. Cost $47.51 Unrealized +9.7%
SHG Shinhan Finl Group Co F Sponsored ADR 0.1%
Value ($000) $218 Shares 5,140 Est. Cost $42.37 Unrealized
TM Toyota Motor Corp F Sponsored ADR 0.1%
Value ($000) $218 Shares 1,219 Est. Cost $251.68 Unrealized
SPG Simon PPTY Group REIT 0.1%
Value ($000) $217 Shares 1,284 Est. Cost $147.59 Unrealized 0.0%
TRGP Targa Resources Corp 0.1%
Value ($000) $216 Shares 1,456 Est. Cost $136.82 Unrealized 0.0%
HSBC HSBC HLDGS PLC F Sponsored ADR 0.1%
Value ($000) $213 Shares 4,718 Est. Cost $43.53 Unrealized
PDD PDD Holdings Inc F Unsponsored ADR 0.1%
Value ($000) $209 Shares 1,550 Est. Cost $132.97 Unrealized
HCA Hca Healthcare Inc 0.1%
Value ($000) $208 Shares 513 Est. Cost $362.13 Unrealized 0.0%
TKOMY Tokio Marine Holdings F Sponsored ADR 0.1%
Value ($000) $208 Shares 5,682 Est. Cost $37.64 Unrealized
SHECY Shin Etsu Chemical Co F Sponsored ADR 0.1%
Value ($000) $208 Shares 9,970 Est. Cost $21.83 Unrealized
CSLLY CSL Limited A D R 0.1%
Value ($000) $207 Shares 2,095 Est. Cost $98.79 Unrealized
PRYMY Prysmian Spa F Sponsored ADR 0.1%
Value ($000) $206 Shares 5,678 Est. Cost $36.32 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $205 Shares 351 Est. Cost $516.36 Unrealized 0.0%
CBSH Commerce Bancshares 0.1%
Value ($000) $204 Shares 3,441 Est. Cost $54.15 Unrealized 0.0%
MTD Mettler Toledo Intl 0.1%
Value ($000) $204 Shares 136 Est. Cost $1403.70 Unrealized 0.0%
BABA Alibaba Group HLDG LTD F Sponsored ADR 0.1%
Value ($000) $202 Shares 1,905 Est. Cost $106.12 Unrealized
BCS Barclays PLC A D R 0.1%
Value ($000) $158 Shares 13,002 Est. Cost $7.93 Unrealized
SMFG Sumitomo Mitsui Finl00 F Sponsored ADR 0.1%
Value ($000) $157 Shares 12,465 Est. Cost $11.83 Unrealized
HBM Hudbay Minerals Inc 0.1%
Value ($000) $138 Shares 14,975 Est. Cost $4.69 Unrealized +72.0%
MUFG Mitsubishi U F J Finan F Sponsored ADR 0.1%
Value ($000) $133 Shares 13,053 Est. Cost $10.26 Unrealized
Brasil SA A D R 0.1%
Value ($000) $132 Shares 30,195 Est. Cost $2.89 Unrealized
UNICY Uni Charm Corporation A D R 0.1%
Value ($000) $129 Shares 17,938 Est. Cost $6.90 Unrealized
MRAAY Murata MFG Co LTD F Sponsored ADR 0.1%
Value ($000) $119 Shares 12,082 Est. Cost $10.30 Unrealized
PROSY Prosus N V F Sponsored ADR 0.0%
Value ($000) $104 Shares 11,905 Est. Cost $6.26 Unrealized
AACAY Aac Technologies Holdings Inc A D R 0.0%
Value ($000) $92 Shares 23,036 Est. Cost $2.92 Unrealized
BR Broadridge Finl Solu 0.0%
Value ($000) $86 Shares 401 Est. Cost $204.45 Unrealized 0.0%
NMR Nomura Holdings Inc A D R 0.0%
Value ($000) $82 Shares 15,799 Est. Cost $5.22 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $72 Shares 622 Est. Cost $84.27 Unrealized +25.7%
ALSMY Alstom SA F Sponsored ADR 0.0%
Value ($000) $71 Shares 35,050 Est. Cost $1.52 Unrealized
AEG Aegon LTD Amer Reg G D R 0.0%
Value ($000) $67 Shares 10,434 Est. Cost $6.05 Unrealized
MFG Mizuho Finl Group F Sponsored ADR 0.0%
Value ($000) $48 Shares 11,495 Est. Cost $3.98 Unrealized
KKPNY Koninklijke Royal KPN NV SP A D R 0.0%
Value ($000) $42 Shares 10,286 Est. Cost $4.07 Unrealized
CIG Companhia Energetic F Sponsored ADR 0.0%
Value ($000) $40 Shares 19,396 Est. Cost $2.21 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $30 Shares 460 Est. Cost $55.60 Unrealized +1.8%
USB U S Bancorp 0.0%
Value ($000) $22 Shares 471 Est. Cost $38.34 Unrealized +7.3%