Allegiance Financial Group Advisory Services LLC Diversified Active

Location: Vienna, VA

CIK: 0001964068 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $503M (100.0% shares, 0.0% debt)

Holdings (198)

VTI VANGUARD INDEX FDS 10.5%
Value $52.54M Shares 163,814 Est. Cost $254.15 Unrealized
AVLV AMERICAN CENTY ETF TR 10.1%
Value $51M Shares 632,785 Est. Cost $60.18 Unrealized
AVDV AMERICAN CENTY ETF TR 6.7%
Value $33.85M Shares 339,046 Est. Cost $65.31 Unrealized
DFAU DIMENSIONAL ETF TRUST 5.6%
Value $27.94M Shares 619,449 Est. Cost $35.90 Unrealized
AVUV AMERICAN CENTY ETF TR 5.4%
Value $27.24M Shares 246,596 Est. Cost $86.35 Unrealized
AVIG AMERICAN CENTY ETF TR 4.9%
Value $24.67M Shares 593,902 Est. Cost $41.39 Unrealized
DFSD DIMENSIONAL ETF TRUST 4.9%
Value $24.51M Shares 511,899 Est. Cost $47.19 Unrealized
AVIV AMERICAN CENTY ETF TR 4.5%
Value $22.7M Shares 303,419 Est. Cost $54.29 Unrealized
DFAI DIMENSIONAL ETF TRUST 4.1%
Value $20.61M Shares 529,016 Est. Cost $30.33 Unrealized
IDEV ISHARES TR 4.1%
Value $20.44M Shares 244,628 Est. Cost $67.24 Unrealized
USHY ISHARES TR 3.8%
Value $18.88M Shares 512,430 Est. Cost $36.16 Unrealized
AVRE AMERICAN CENTY ETF TR 3.0%
Value $14.87M Shares 337,833 Est. Cost $42.47 Unrealized
MSFT MICROSOFT CORP 2.8%
Value $13.83M Shares 37,368 Est. Cost $239.36 Unrealized +81.6%
AVES AMERICAN CENTY ETF TR 2.3%
Value $11.78M Shares 196,445 Est. Cost $48.51 Unrealized
IEMG ISHARES INC 1.7%
Value $8.412M Shares 120,636 Est. Cost $54.92 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value $6.579M Shares 11,010 Est. Cost $353.88 Unrealized
META META PLATFORMS INC 1.0%
Value $4.805M Shares 8,399 Est. Cost $655.57 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value $4.783M Shares 63,691 Est. Cost $50.33 Unrealized
AAPL APPLE INC 0.7%
Value $3.58M Shares 14,117 Est. Cost $167.35 Unrealized +57.0%
NVDA NVIDIA CORPORATION 0.7%
Value $3.283M Shares 18,824 Est. Cost $150.53 Unrealized +24.0%
GOOG ALPHABET INC 0.6%
Value $3.004M Shares 10,472 Est. Cost $206.50 Unrealized +56.7%
DFIV DIMENSIONAL ETF TRUST 0.5%
Value $2.734M Shares 51,808 Est. Cost $30.88 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.5%
Value $2.609M Shares 26,048 Est. Cost $70.47 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.5%
Value $2.603M Shares 17,853 Est. Cost $103.57 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value $2.416M Shares 33,592 Est. Cost $72.67 Unrealized +8.3%
ASTS AST SPACEMOBILE INC 0.5%
Value $2.397M Shares 28,922 Est. Cost $61.01 Unrealized +60.8%
BND VANGUARD BD INDEX FDS 0.5%
Value $2.347M Shares 31,872 Est. Cost $72.31 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.5%
Value $2.316M Shares 1,229 Est. Cost $1007.75 Unrealized +107.7%
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value $2.27M Shares 3,490 Est. Cost $423.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $2.269M Shares 41,984 Est. Cost $39.14 Unrealized
NOW SERVICENOW INC 0.4%
Value $2.223M Shares 21,262 Est. Cost $170.41 Unrealized -28.9%
DFUS DIMENSIONAL ETF TRUST 0.4%
Value $1.9M Shares 26,789 Est. Cost $42.83 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value $1.692M Shares 15,423 Est. Cost $55.78 Unrealized
AMZN AMAZON COM INC 0.3%
Value $1.637M Shares 7,861 Est. Cost $196.34 Unrealized +15.5%
PNOV INNOVATOR ETFS TRUST 0.3%
Value $1.434M Shares 35,086 Est. Cost $37.73 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $1.357M Shares 5,553 Est. Cost $155.33 Unrealized +46.7%
XOM EXXON MOBIL CORP 0.3%
Value $1.348M Shares 7,945 Est. Cost $108.67 Unrealized +27.7%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $1.317M Shares 9,002 Est. Cost $134.56 Unrealized +14.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $1.251M Shares 20,623 Est. Cost $48.30 Unrealized +18.9%
GE GE AEROSPACE 0.2%
Value $1.243M Shares 4,380 Est. Cost $196.32 Unrealized +62.1%
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value $1.235M Shares 13,175 Est. Cost $66.63 Unrealized
DISV DIMENSIONAL ETF TRUST 0.2%
Value $1.207M Shares 30,605 Est. Cost $22.31 Unrealized
FIX COMFORT SYS USA INC 0.2%
Value $1.139M Shares 826 Est. Cost $590.07 Unrealized +102.7%
PG PROCTER & GAMBLE CO 0.2%
Value $1.076M Shares 7,452 Est. Cost $130.79 Unrealized +16.0%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value $1.072M Shares 22,120 Est. Cost $33.87 Unrealized
PMAY INNOVATOR ETFS TRUST 0.2%
Value $1.066M Shares 26,681 Est. Cost $28.09 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value $1.026M Shares 3,573 Est. Cost $205.03 Unrealized
INTC INTEL CORP 0.2%
Value $932K Shares 21,113 Est. Cost $22.97 Unrealized +102.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value $905K Shares 11,546 Est. Cost $75.67 Unrealized
PCG PG&E CORP 0.2%
Value $883K Shares 50,275 Est. Cost $15.35 Unrealized +6.7%
EIX EDISON INTL 0.2%
Value $848K Shares 11,592 Est. Cost $56.94 Unrealized +13.5%
VNQ VANGUARD INDEX FDS 0.2%
Value $848K Shares 9,559 Est. Cost $84.08 Unrealized
GEV GE VERNOVA INC 0.2%
Value $838K Shares 960 Est. Cost $402.68 Unrealized +83.0%
MPC MARATHON PETE CORP 0.2%
Value $822K Shares 3,368 Est. Cost $135.99 Unrealized +35.8%
MRK MERCK & CO INC 0.2%
Value $819K Shares 6,810 Est. Cost $79.75 Unrealized +43.3%
DFIC DIMENSIONAL ETF TRUST 0.2%
Value $810K Shares 22,809 Est. Cost $22.42 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value $784K Shares 5,041 Est. Cost $138.62 Unrealized +34.2%
ABNB AIRBNB INC 0.2%
Value $764K Shares 6,049 Est. Cost $126.49 Unrealized +2.3%
VTEB VANGUARD MUN BD FDS 0.2%
Value $755K Shares 15,140 Est. Cost $49.59 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $736K Shares 2,178 Est. Cost $269.90 Unrealized +43.4%
PEP PEPSICO INC 0.1%
Value $695K Shares 4,476 Est. Cost $137.97 Unrealized +12.2%
RBLX ROBLOX CORP 0.1%
Value $689K Shares 12,182 Est. Cost $84.54 Unrealized -15.1%
CNC CENTENE CORP DEL 0.1%
Value $685K Shares 20,933 Est. Cost $43.25 Unrealized +0.2%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $681K Shares 14,181 Est. Cost $47.43 Unrealized
GM GENERAL MTRS CO 0.1%
Value $681K Shares 9,137 Est. Cost $53.15 Unrealized +54.8%
HWM HOWMET AEROSPACE INC 0.1%
Value $667K Shares 2,893 Est. Cost $97.45 Unrealized +132.4%
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value $618K Shares 25,870 Est. Cost $23.87 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value $592K Shares 8,567 Est. Cost $39.89 Unrealized +41.2%
BMAY INNOVATOR ETFS TRUST 0.1%
Value $588K Shares 13,114 Est. Cost $29.01 Unrealized
MCK MCKESSON CORP 0.1%
Value $569K Shares 658 Est. Cost $601.82 Unrealized +45.5%
VRT VERTIV HOLDINGS CO 0.1%
Value $557K Shares 2,221 Est. Cost $132.44 Unrealized +50.9%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $548K Shares 7,706 Est. Cost $51.66 Unrealized
RL RALPH LAUREN CORP 0.1%
Value $546K Shares 1,588 Est. Cost $251.24 Unrealized +44.5%
SPGI S&P GLOBAL INC 0.1%
Value $533K Shares 1,254 Est. Cost $485.25 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.1%
Value $533K Shares 1,971 Est. Cost $179.72 Unrealized +39.8%
V VISA INC 0.1%
Value $532K Shares 1,760 Est. Cost $209.14 Unrealized +57.4%
SNDK SANDISK CORP 0.1%
Value $531K Shares 835 Est. Cost $200.29 Unrealized +157.9%
CME CME GROUP INC 0.1%
Value $528K Shares 1,789 Est. Cost $225.77 Unrealized +28.2%
DHR DANAHER CORP DEL 0.1%
Value $527K Shares 2,777 Est. Cost $222.56 Unrealized +1.0%
TSLA TESLA INC 0.1%
Value $520K Shares 1,400 Est. Cost $322.68 Unrealized +32.0%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value $501K Shares 2,364 Est. Cost $175.24 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value $499K Shares 3,810 Est. Cost $115.12 Unrealized +5.0%
ILMN ILLUMINA INC 0.1%
Value $494K Shares 4,009 Est. Cost $86.03 Unrealized +57.4%
VRSN VERISIGN INC 0.1%
Value $489K Shares 1,970 Est. Cost $212.40 Unrealized +10.9%
TPR TAPESTRY INC 0.1%
Value $478K Shares 3,387 Est. Cost $78.43 Unrealized +78.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $476K Shares 18,945 Est. Cost $24.06 Unrealized
FTNT FORTINET INC 0.1%
Value $474K Shares 5,800 Est. Cost $81.51 Unrealized -1.9%
EFV ISHARES TR 0.1%
Value $471K Shares 6,337 Est. Cost $55.41 Unrealized
CB CHUBB LTD SWITZ 0.1%
Value $448K Shares 1,373 Est. Cost $292.40 Unrealized +8.1%
CIEN CIENA CORP 0.1%
Value $446K Shares 1,148 Est. Cost $195.94 Unrealized +38.3%
CVX CHEVRON CORPORATION 0.1%
Value $438K Shares 2,116 Est. Cost $155.08 Unrealized +10.8%
AVLC AMERICAN CENTY ETF TR 0.1%
Value $432K Shares 5,565 Est. Cost $72.01 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value $431K Shares 2,857 Est. Cost $175.64 Unrealized +10.7%
FCX FREEPORT MCMORAN INC 0.1%
Value $428K Shares 7,284 Est. Cost $45.64 Unrealized +33.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value $427K Shares 3,238 Est. Cost $136.56 Unrealized -1.6%
EXPE EXPEDIA GROUP INC 0.1%
Value $422K Shares 1,829 Est. Cost $181.89 Unrealized +39.3%
INCY INCYTE CORP 0.1%
Value $422K Shares 4,484 Est. Cost $73.34 Unrealized +40.6%
TGT TARGET CORP 0.1%
Value $415K Shares 3,423 Est. Cost $94.77 Unrealized +15.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $414K Shares 864 Est. Cost $417.07 Unrealized +18.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value $413K Shares 98 Est. Cost $4817.59 Unrealized -0.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $410K Shares 1,972 Est. Cost $177.31 Unrealized +26.9%
SLYG SPDR SERIES TRUST 0.1%
Value $408K Shares 4,221 Est. Cost $72.65 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value $395K Shares 511 Est. Cost $699.92 Unrealized +9.9%
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $387K Shares 2,957 Est. Cost $99.31 Unrealized +26.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $387K Shares 15,645 Est. Cost $24.75 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value $381K Shares 728 Est. Cost $443.45 Unrealized +51.1%
COF CAPITAL ONE FINL CORP 0.1%
Value $371K Shares 2,035 Est. Cost $199.86 Unrealized +11.7%
APH AMPHENOL CORP 0.1%
Value $371K Shares 2,933 Est. Cost $85.09 Unrealized +72.1%
EXEL EXELIXIS INC 0.1%
Value $369K Shares 8,602 Est. Cost $36.83 Unrealized +18.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value $369K Shares 1,264 Est. Cost $251.28 Unrealized +14.8%
MMM 3M CO 0.1%
Value $367K Shares 2,530 Est. Cost $131.55 Unrealized +24.6%
DAL DELTA AIR LINES INC 0.1%
Value $366K Shares 5,500 Est. Cost $60.04 Unrealized +16.3%
PJAN INNOVATOR ETFS TRUST 0.1%
Value $359K Shares 7,782 Est. Cost $42.11 Unrealized
DG DOLLAR GEN CORP 0.1%
Value $358K Shares 3,017 Est. Cost $127.04 Unrealized +16.3%
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value $358K Shares 3,768 Est. Cost $112.35 Unrealized -11.0%
ANET ARISTA NETWORKS INC 0.1%
Value $356K Shares 2,899 Est. Cost $132.57 Unrealized +1.9%
ADBE ADOBE INC 0.1%
Value $355K Shares 1,462 Est. Cost $289.87 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value $351K Shares 5,400 Est. Cost $45.43 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.1%
Value $349K Shares 2,113 Est. Cost $169.97 Unrealized +1.7%
NTRA NATERA INC 0.1%
Value $338K Shares 1,689 Est. Cost $208.59 Unrealized +8.3%
UPS UNITED PARCEL SVCS INC 0.1%
Value $334K Shares 3,397 Est. Cost $93.25 Unrealized +17.8%
DFSV DIMENSIONAL ETF TRUST 0.1%
Value $333K Shares 9,510 Est. Cost $30.07 Unrealized
AVGO BROADCOM INC 0.1%
Value $333K Shares 1,075 Est. Cost $334.17 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.1%
Value $331K Shares 690 Est. Cost $481.31 Unrealized +12.7%
ZM ZOOM COMMUNICATIONS INC 0.1%
Value $331K Shares 4,125 Est. Cost $80.54 Unrealized +9.4%
EME EMCOR GROUP INC 0.1%
Value $331K Shares 448 Est. Cost $726.67 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value $324K Shares 2,997 Est. Cost $91.93 Unrealized +28.5%
FDX FEDEX CORP 0.1%
Value $322K Shares 904 Est. Cost $338.93 Unrealized 0.0%
NYT NEW YORK TIMES CO MTN BE 0.1%
Value $321K Shares 3,828 Est. Cost $72.28 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.1%
Value $320K Shares 5,129 Est. Cost $34.18 Unrealized +51.8%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $318K Shares 10,360 Est. Cost $30.68 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $316K Shares 1,481 Est. Cost $155.36 Unrealized +45.4%
TER TERADYNE INC 0.1%
Value $312K Shares 1,052 Est. Cost $265.87 Unrealized 0.0%
BA BOEING CO 0.1%
Value $311K Shares 1,562 Est. Cost $238.54 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $311K Shares 514 Est. Cost $600.88 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value $310K Shares 6,753 Est. Cost $39.38 Unrealized +29.9%
INTU INTUIT 0.1%
Value $310K Shares 717 Est. Cost $497.56 Unrealized 0.0%
SIRI SIRIUSXM HOLDINGS INC 0.1%
Value $300K Shares 13,015 Est. Cost $27.10 Unrealized -22.7%
FIVE FIVE BELOW INC 0.1%
Value $299K Shares 1,309 Est. Cost $201.61 Unrealized 0.0%
DOW DOW HLDGS INC 0.1%
Value $292K Shares 7,005 Est. Cost $29.05 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value $285K Shares 1,582 Est. Cost $204.32 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $282K Shares 2,138 Est. Cost $90.02 Unrealized +14.0%
AME AMETEK INC 0.1%
Value $281K Shares 1,313 Est. Cost $174.43 Unrealized +28.0%
KMX CARMAX INC 0.1%
Value $275K Shares 6,622 Est. Cost $44.89 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value $275K Shares 1,508 Est. Cost $147.11 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.1%
Value $272K Shares 6,392 Est. Cost $39.50 Unrealized
UMAY INNOVATOR ETFS TRUST 0.1%
Value $271K Shares 7,355 Est. Cost $27.95 Unrealized
BBY BEST BUY INC 0.1%
Value $266K Shares 4,149 Est. Cost $71.65 Unrealized -6.5%
MOH MOLINA HEALTHCARE INC 0.1%
Value $265K Shares 1,986 Est. Cost $168.64 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $264K Shares 3,048 Est. Cost $87.49 Unrealized +13.7%
VEEV VEEVA SYS INC 0.1%
Value $264K Shares 1,501 Est. Cost $238.57 Unrealized -14.5%
TOL TOLL BROTHERS INC 0.1%
Value $262K Shares 1,920 Est. Cost $103.77 Unrealized +44.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $262K Shares 5,215 Est. Cost $42.49 Unrealized +3.1%
DKNG DRAFTKINGS INC NEW 0.1%
Value $259K Shares 11,991 Est. Cost $31.64 Unrealized -8.5%
DYNF BLACKROCK ETF TRUST 0.1%
Value $257K Shares 4,416 Est. Cost $54.46 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value $257K Shares 1,676 Est. Cost $188.79 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $256K Shares 3,996 Est. Cost $64.08 Unrealized
WMT WALMART INC 0.0%
Value $250K Shares 2,014 Est. Cost $99.63 Unrealized +22.5%
QUAL ISHARES TR 0.0%
Value $250K Shares 1,301 Est. Cost $182.82 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $249K Shares 8,681 Est. Cost $28.62 Unrealized +4.2%
IVW ISHARES TR 0.0%
Value $246K Shares 2,173 Est. Cost $110.11 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $243K Shares 47,689 Est. Cost $5.22 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $242K Shares 951 Est. Cost $146.68 Unrealized +84.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $242K Shares 408 Est. Cost $465.69 Unrealized +3.2%
NUE NUCOR CORP 0.0%
Value $238K Shares 1,405 Est. Cost $123.22 Unrealized +44.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $237K Shares 7,400 Est. Cost $36.17 Unrealized +7.2%
LVS LAS VEGAS SANDS CORP 0.0%
Value $237K Shares 4,392 Est. Cost $61.19 Unrealized -4.6%
UJUL INNOVATOR ETFS TRUST 0.0%
Value $229K Shares 5,991 Est. Cost $33.91 Unrealized
DDOG DATADOG INC 0.0%
Value $228K Shares 1,935 Est. Cost $111.29 Unrealized +11.4%
HAS HASBRO INC 0.0%
Value $224K Shares 2,392 Est. Cost $92.67 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value $224K Shares 1,074 Est. Cost $181.83 Unrealized +18.1%
ZJUL INNOVATOR ETFS TRUST 0.0%
Value $223K Shares 7,682 Est. Cost $26.78 Unrealized
MDB MONGODB INC 0.0%
Value $222K Shares 905 Est. Cost $376.18 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value $221K Shares 445 Est. Cost $460.00 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $220K Shares 4,523 Est. Cost $49.07 Unrealized +9.4%
BIIB BIOGEN INC 0.0%
Value $220K Shares 1,200 Est. Cost $183.25 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $218K Shares 3,867 Est. Cost $58.72 Unrealized 0.0%
OSK OSHKOSH CORP 0.0%
Value $217K Shares 1,472 Est. Cost $158.03 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.0%
Value $216K Shares 664 Est. Cost $304.20 Unrealized 0.0%
GLW CORNING INC 0.0%
Value $215K Shares 1,578 Est. Cost $111.68 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value $214K Shares 801 Est. Cost $280.70 Unrealized 0.0%
FNB F N B CORP 0.0%
Value $214K Shares 12,774 Est. Cost $13.01 Unrealized +36.8%
CPRT COPART INC 0.0%
Value $205K Shares 6,169 Est. Cost $39.16 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $204K Shares 1,179 Est. Cost $181.36 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value $204K Shares 3,078 Est. Cost $61.09 Unrealized 0.0%
AON AON PLC 0.0%
Value $204K Shares 632 Est. Cost $336.05 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $203K Shares 750 Est. Cost $300.45 Unrealized +2.7%
GD GENERAL DYNAMICS CORP 0.0%
Value $203K Shares 590 Est. Cost $354.49 Unrealized 0.0%
BWA BORGWARNER INC 0.0%
Value $202K Shares 3,718 Est. Cost $52.31 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value $201K Shares 6,557 Est. Cost $32.85 Unrealized -4.4%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $201K Shares 1,218 Est. Cost $184.57 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value $201K Shares 2,290 Est. Cost $94.02 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value $174K Shares 30,010 Est. Cost $7.57 Unrealized -15.8%
ADT ADT INC DEL 0.0%
Value $151K Shares 23,054 Est. Cost $7.73 Unrealized +3.6%
FSK FS KKR CAP CORP 0.0%
Value $103K Shares 10,132 Est. Cost $12.40 Unrealized +11.3%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value $60,324 Shares 10,772 Est. Cost $6.51 Unrealized
BULL WEBULL CORP 0.0%
Value $51,365 Shares 10,701 Est. Cost $7.15 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value $37,617 Shares 10,717 Est. Cost $4.53 Unrealized 0.0%