BOS Asset Management, LLC Diversified Active

CIK: 0001965814 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $354,879 (100.0% shares, 0.0% debt)

Holdings (190)

YEAR AB ACTIVE ETFS INC 12.9%
Value ($000) $45,628 Shares 900,406 Est. Cost $50.57 Unrealized
TLT ISHARES TR 5.4%
Value ($000) $19,222 Shares 215,080 Est. Cost $95.13 Unrealized
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $17,742 Shares 26,633 Est. Cost $527.39 Unrealized
DFLV DIMENSIONAL ETF TRUST 3.4%
Value ($000) $12,067 Shares 366,764 Est. Cost $30.11 Unrealized
IUSG ISHARES TR 3.3%
Value ($000) $11,824 Shares 71,862 Est. Cost $121.75 Unrealized
DFSV DIMENSIONAL ETF TRUST 2.7%
Value ($000) $9,423 Shares 295,955 Est. Cost $29.86 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $8,167 Shares 43,771 Est. Cost $94.68 Unrealized +84.1%
QUAL ISHARES TR 2.3%
Value ($000) $8,129 Shares 41,794 Est. Cost $165.82 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $8,094 Shares 240,529 Est. Cost $30.55 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $7,986 Shares 31,363 Est. Cost $143.71 Unrealized +57.0%
FBND FIDELITY MERRIMACK STR TR 1.8%
Value ($000) $6,428 Shares 139,023 Est. Cost $45.05 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 1.8%
Value ($000) $6,428 Shares 135,305 Est. Cost $46.55 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.6%
Value ($000) $5,700 Shares 112,352 Est. Cost $50.38 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $5,298 Shares 7,916 Est. Cost $421.92 Unrealized
PFF ISHARES TR 1.5%
Value ($000) $5,292 Shares 167,374 Est. Cost $30.55 Unrealized
LLY ELI LILLY & CO 1.4%
Value ($000) $4,960 Shares 6,500 Est. Cost $345.79 Unrealized +114.7%
FWD AB ACTIVE ETFS INC 1.4%
Value ($000) $4,825 Shares 47,683 Est. Cost $79.19 Unrealized
XLE SELECT SECTOR SPDR TR 1.3%
Value ($000) $4,580 Shares 51,270 Est. Cost $87.06 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $4,492 Shares 14,242 Est. Cost $178.00 Unrealized +66.3%
VEA VANGUARD TAX-MANAGED FDS 1.2%
Value ($000) $4,388 Shares 73,233 Est. Cost $42.17 Unrealized
USB US BANCORP DEL 1.2%
Value ($000) $4,332 Shares 89,637 Est. Cost $36.71 Unrealized +26.3%
PULS PGIM ETF TR 1.2%
Value ($000) $4,142 Shares 83,122 Est. Cost $49.62 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $3,999 Shares 43,748 Est. Cost $87.21 Unrealized
B BARRICK MNG CORP 1.1%
Value ($000) $3,839 Shares 117,160 Est. Cost $19.29 Unrealized +30.4%
XHB SPDR SERIES TRUST 1.1%
Value ($000) $3,816 Shares 34,436 Est. Cost $96.96 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $3,728 Shares 79,819 Est. Cost $45.57 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,707 Shares 7,158 Est. Cost $255.34 Unrealized +99.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $3,336 Shares 11,946 Est. Cost $182.08 Unrealized
BINC BLACKROCK ETF TRUST II 0.9%
Value ($000) $3,301 Shares 61,998 Est. Cost $52.82 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,067 Shares 9,346 Est. Cost $200.23 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $3,027 Shares 6,343 Est. Cost $284.56 Unrealized +49.5%
DFSD DIMENSIONAL ETF TRUST 0.8%
Value ($000) $2,958 Shares 61,372 Est. Cost $47.37 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $2,929 Shares 11,517 Est. Cost $209.83 Unrealized
SGOL ETFS GOLD TR 0.7%
Value ($000) $2,616 Shares 71,075 Est. Cost $17.47 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $2,414 Shares 6,791 Est. Cost $200.55 Unrealized
CAIE CALAMOS ETF TR 0.7%
Value ($000) $2,347 Shares 85,425 Est. Cost $27.47 Unrealized
IDU ISHARES TR 0.6%
Value ($000) $2,157 Shares 19,448 Est. Cost $88.06 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2,005 Shares 6,077 Est. Cost $159.69 Unrealized +91.5%
META META PLATFORMS INC 0.6%
Value ($000) $1,956 Shares 2,663 Est. Cost $165.39 Unrealized +349.4%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,936 Shares 8,970 Est. Cost $156.07 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,820 Shares 16,138 Est. Cost $102.68 Unrealized +6.8%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,787 Shares 9,584 Est. Cost $141.88 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,769 Shares 6,022 Est. Cost $205.31 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.5%
Value ($000) $1,764 Shares 48,069 Est. Cost $18.56 Unrealized
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,686 Shares 18,817 Est. Cost $81.58 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,560 Shares 3,849 Est. Cost $281.03 Unrealized +38.5%
XME SPDR SERIES TRUST 0.4%
Value ($000) $1,530 Shares 16,417 Est. Cost $56.65 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,484 Shares 6,760 Est. Cost $123.93 Unrealized +82.6%
MBB ISHARES TR 0.4%
Value ($000) $1,441 Shares 15,147 Est. Cost $92.54 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,374 Shares 8,849 Est. Cost $152.53 Unrealized -0.2%
VGT VANGUARD WORLD FD 0.4%
Value ($000) $1,358 Shares 1,819 Est. Cost $533.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,349 Shares 30,687 Est. Cost $37.05 Unrealized +14.7%
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,347 Shares 23,138 Est. Cost $47.36 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $1,333 Shares 1,236 Est. Cost $701.93 Unrealized +32.5%
VPU VANGUARD WORLD FD 0.4%
Value ($000) $1,331 Shares 7,026 Est. Cost $155.35 Unrealized
SOVF ELEVATION SERIES TRUST 0.4%
Value ($000) $1,314 Shares 43,388 Est. Cost $30.23 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $1,190 Shares 28,095 Est. Cost $26.53 Unrealized
DIVO AMPLIFY ETF TR 0.3%
Value ($000) $1,189 Shares 26,686 Est. Cost $39.06 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $1,181 Shares 3,347 Est. Cost $358.75 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,136 Shares 2,260 Est. Cost $308.05 Unrealized +57.2%
TIP ISHARES TR 0.3%
Value ($000) $1,121 Shares 10,082 Est. Cost $106.51 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,089 Shares 3,195 Est. Cost $275.57 Unrealized +13.9%
TLH ISHARES TR 0.3%
Value ($000) $1,052 Shares 10,217 Est. Cost $103.19 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,045 Shares 43,668 Est. Cost $19.04 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.3%
Value ($000) $1,009 Shares 15,282 Est. Cost $58.37 Unrealized +12.8%
JSI JANUS DETROIT STR TR 0.3%
Value ($000) $994 Shares 19,025 Est. Cost $52.27 Unrealized
UNM UNUM GROUP 0.3%
Value ($000) $967 Shares 12,435 Est. Cost $41.90 Unrealized +78.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $954 Shares 13,937 Est. Cost $45.85 Unrealized +46.9%
T AT&T INC 0.3%
Value ($000) $953 Shares 33,740 Est. Cost $15.24 Unrealized +84.1%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $936 Shares 5,594 Est. Cost $98.70 Unrealized +29.5%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $925 Shares 1,929 Est. Cost $228.64 Unrealized
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $916 Shares 22,029 Est. Cost $41.59 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $912 Shares 16,827 Est. Cost $39.06 Unrealized
MTH MERITAGE HOMES CORP 0.2%
Value ($000) $882 Shares 12,184 Est. Cost $78.49 Unrealized -5.3%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $852 Shares 23,432 Est. Cost $28.74 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $851 Shares 2,828 Est. Cost $53.39 Unrealized +410.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $834 Shares 1,466 Est. Cost $343.45 Unrealized +67.0%
IAGG ISHARES TR 0.2%
Value ($000) $812 Shares 15,854 Est. Cost $51.10 Unrealized
WELLS FARGO CO NEW 0.2%
Value ($000) $812 Shares 658 Est. Cost $1188.97 Unrealized
BANK AMERICA CORP 0.2%
Value ($000) $810 Shares 633 Est. Cost $1196.16 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $793 Shares 37,868 Est. Cost $20.92 Unrealized
WMT WALMART INC 0.2%
Value ($000) $785 Shares 7,618 Est. Cost $52.58 Unrealized +88.7%
AIQ GLOBAL X FDS 0.2%
Value ($000) $781 Shares 15,817 Est. Cost $49.39 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.2%
Value ($000) $778 Shares 17,483 Est. Cost $22.98 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $770 Shares 5,750 Est. Cost $74.98 Unrealized +40.7%
CLOA BLACKROCK ETF TRUST II 0.2%
Value ($000) $753 Shares 14,485 Est. Cost $51.78 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $751 Shares 14,790 Est. Cost $50.71 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $749 Shares 29,239 Est. Cost $25.67 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $743 Shares 4,594 Est. Cost $116.69 Unrealized +38.3%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $742 Shares 14,730 Est. Cost $51.48 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $722 Shares 1,202 Est. Cost $380.07 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $695 Shares 8,698 Est. Cost $69.73 Unrealized +21.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $669 Shares 2,754 Est. Cost $134.05 Unrealized +56.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $663 Shares 716 Est. Cost $502.41 Unrealized +90.4%
GOVT ISHARES TR 0.2%
Value ($000) $651 Shares 28,173 Est. Cost $22.90 Unrealized
ISPY PROSHARES TR 0.2%
Value ($000) $645 Shares 14,295 Est. Cost $43.81 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $638 Shares 6,176 Est. Cost $103.02 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $627 Shares 2,063 Est. Cost $254.83 Unrealized +18.3%
INTC INTEL CORP 0.2%
Value ($000) $619 Shares 18,460 Est. Cost $21.73 Unrealized +11.5%
DFEV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $617 Shares 19,361 Est. Cost $25.66 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $598 Shares 2,606 Est. Cost $130.80 Unrealized +78.4%
IVW ISHARES TR 0.2%
Value ($000) $574 Shares 4,753 Est. Cost $71.11 Unrealized
KR KROGER CO 0.2%
Value ($000) $568 Shares 8,425 Est. Cost $42.86 Unrealized +61.2%
SILA SILA REALTY TRUST INC 0.2%
Value ($000) $565 Shares 22,510 Est. Cost $21.17 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $561 Shares 588 Est. Cost $472.51 Unrealized +88.0%
GRMN GARMIN LTD 0.2%
Value ($000) $556 Shares 2,260 Est. Cost $82.67 Unrealized +177.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $552 Shares 1,955 Est. Cost $124.94 Unrealized +107.7%
F FORD MTR CO 0.2%
Value ($000) $546 Shares 45,660 Est. Cost $10.08 Unrealized +12.3%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $530 Shares 14,968 Est. Cost $35.43 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $530 Shares 6,642 Est. Cost $77.58 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $527 Shares 1,184 Est. Cost $177.93 Unrealized +94.9%
SO SOUTHERN CO 0.1%
Value ($000) $512 Shares 5,401 Est. Cost $61.29 Unrealized +50.5%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $508 Shares 3,685 Est. Cost $94.70 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $506 Shares 8,307 Est. Cost $35.21 Unrealized +57.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $504 Shares 3,281 Est. Cost $130.11 Unrealized +19.1%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $504 Shares 12,493 Est. Cost $23.59 Unrealized +60.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $502 Shares 9,736 Est. Cost $31.41 Unrealized +53.9%
ORCL ORACLE CORP 0.1%
Value ($000) $490 Shares 1,742 Est. Cost $181.71 Unrealized +39.9%
C CITIGROUP INC 0.1%
Value ($000) $478 Shares 4,712 Est. Cost $40.90 Unrealized +130.1%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $478 Shares 5,333 Est. Cost $70.10 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $451 Shares 4,734 Est. Cost $92.03 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $450 Shares 6,899 Est. Cost $92.60 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $447 Shares 4,465 Est. Cost $88.19 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $445 Shares 723 Est. Cost $313.44 Unrealized +93.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $424 Shares 2,326 Est. Cost $58.25 Unrealized +178.2%
MRK MERCK & CO INC 0.1%
Value ($000) $407 Shares 4,851 Est. Cost $93.08 Unrealized -13.0%
TOTALENERGIES SE 0.1%
Value ($000) $405 Shares 6,788 Est. Cost $62.08 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $402 Shares 5,903 Est. Cost $62.61 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $397 Shares 1,531 Est. Cost $243.50 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $395 Shares 3,139 Est. Cost $122.09 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $394 Shares 2,309 Est. Cost $83.62 Unrealized +102.7%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $393 Shares 10,186 Est. Cost $27.59 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $381 Shares 1,574 Est. Cost $184.44 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $380 Shares 5,292 Est. Cost $62.06 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $368 Shares 1,107 Est. Cost $206.80 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $356 Shares 368 Est. Cost $968.09 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $350 Shares 1,438 Est. Cost $165.41 Unrealized +26.9%
CNRG SPDR SERIES TRUST 0.1%
Value ($000) $346 Shares 4,114 Est. Cost $63.53 Unrealized
SUSL ISHARES TR 0.1%
Value ($000) $336 Shares 2,872 Est. Cost $75.41 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $329 Shares 7,123 Est. Cost $34.36 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $328 Shares 10,007 Est. Cost $26.06 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $327 Shares 1,762 Est. Cost $156.47 Unrealized +8.3%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $322 Shares 6,540 Est. Cost $51.04 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $319 Shares 2,381 Est. Cost $98.43 Unrealized +32.7%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $311 Shares 3,257 Est. Cost $56.45 Unrealized +67.5%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $301 Shares 12,936 Est. Cost $27.73 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $299 Shares 800 Est. Cost $267.60 Unrealized +35.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $298 Shares 5,213 Est. Cost $54.74 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $295 Shares 8,527 Est. Cost $32.23 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $291 Shares 3,981 Est. Cost $57.97 Unrealized +29.5%
LOW LOWES COS INC 0.1%
Value ($000) $279 Shares 1,111 Est. Cost $236.98 Unrealized +3.0%
IJR ISHARES TR 0.1%
Value ($000) $275 Shares 2,315 Est. Cost $118.84 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $274 Shares 577 Est. Cost $358.84 Unrealized +31.2%
IAU ISHARES GOLD TR 0.1%
Value ($000) $273 Shares 3,745 Est. Cost $72.77 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $272 Shares 3,968 Est. Cost $63.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $265 Shares 547 Est. Cost $417.06 Unrealized +11.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $264 Shares 1,586 Est. Cost $108.85 Unrealized +44.4%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $260 Shares 11,330 Est. Cost $21.10 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $259 Shares 1,975 Est. Cost $82.73 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $254 Shares 2,893 Est. Cost $82.18 Unrealized
BUG GLOBAL X FDS 0.1%
Value ($000) $250 Shares 7,112 Est. Cost $36.94 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $250 Shares 808 Est. Cost $236.41 Unrealized +27.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $248 Shares 300 Est. Cost $677.11 Unrealized 0.0%
NOBL PROSHARES TR 0.1%
Value ($000) $245 Shares 2,379 Est. Cost $91.58 Unrealized
MSIF MSC INCOME FUND INC 0.1%
Value ($000) $242 Shares 18,411 Est. Cost $14.87 Unrealized 0.0%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $236 Shares 5,168 Est. Cost $42.36 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $234 Shares 3,528 Est. Cost $57.68 Unrealized +17.8%
GDX VANECK ETF TRUST 0.1%
Value ($000) $233 Shares 3,050 Est. Cost $76.40 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $233 Shares 1,268 Est. Cost $193.30 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $232 Shares 1,182 Est. Cost $153.62 Unrealized +18.5%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $232 Shares 33,537 Est. Cost $4.68 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $231 Shares 6,322 Est. Cost $34.51 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $227 Shares 8,489 Est. Cost $20.16 Unrealized
MCHI ISHARES TR 0.1%
Value ($000) $221 Shares 3,349 Est. Cost $65.85 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $217 Shares 2,598 Est. Cost $76.36 Unrealized +8.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $216 Shares 1,534 Est. Cost $128.20 Unrealized
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $215 Shares 621 Est. Cost $326.18 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $213 Shares 1,234 Est. Cost $91.24 Unrealized +84.8%
EWU ISHARES TR 0.1%
Value ($000) $210 Shares 4,992 Est. Cost $41.97 Unrealized
DRIV GLOBAL X FDS 0.1%
Value ($000) $209 Shares 7,395 Est. Cost $28.28 Unrealized
MLPX GLOBAL X FDS 0.1%
Value ($000) $209 Shares 3,333 Est. Cost $60.56 Unrealized
HYDB ISHARES TR 0.1%
Value ($000) $209 Shares 4,365 Est. Cost $47.85 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $205 Shares 867 Est. Cost $223.15 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.1%
Value ($000) $203 Shares 3,829 Est. Cost $48.82 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $203 Shares 617 Est. Cost $322.17 Unrealized 0.0%
VTES VANGUARD WELLINGTON FD 0.1%
Value ($000) $203 Shares 1,990 Est. Cost $100.93 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $202 Shares 7,930 Est. Cost $37.81 Unrealized -36.1%
ABBV ABBVIE INC 0.1%
Value ($000) $202 Shares 872 Est. Cost $201.95 Unrealized 0.0%
FSK FS KKR CAP CORP 0.1%
Value ($000) $200 Shares 13,418 Est. Cost $19.24 Unrealized -9.4%
BBDC BARINGS BDC INC 0.0%
Value ($000) $88 Shares 10,045 Est. Cost $8.78 Unrealized +1.9%