Compound Planning, Inc. Diversified Active

Location: NEW YORK, NY

CIK: 0001978879 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $3,259,231 (100.0% shares, 0.0% debt)

Holdings (1,209)

New Positions (138)

GOOG ALPHABET INC 0.2%
Value ($000) $6,913 Shares 24,100 Est. Cost $176.07 Unrealized +83.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $3,662 Shares 18,570 Est. Cost $190.39 Unrealized 0.0%
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value ($000) $2,992 Shares 4,600 Est. Cost $515.41 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $2,761 Shares 9,600 Est. Cost $181.52 Unrealized +78.1%
CORO BLACKROCK ETF TRUST 0.1%
Value ($000) $1,649 Shares 51,279 Est. Cost $32.15 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $1,601 Shares 75,657 Est. Cost $21.16 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $1,599 Shares 6,300 Est. Cost $200.95 Unrealized +30.8%
ACWX ISHARES TR 0.0%
Value ($000) $1,546 Shares 22,574 Est. Cost $68.47 Unrealized
VIA VIA TRANSN INC 0.0%
Value ($000) $1,312 Shares 87,473 Est. Cost $22.22 Unrealized 0.0%
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $1,218 Shares 36,960 Est. Cost $32.95 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $1,169 Shares 32,270 Est. Cost $36.22 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,112 Shares 12,853 Est. Cost $86.52 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,108 Shares 11,057 Est. Cost $100.17 Unrealized
VIDI ETF SER SOLUTIONS 0.0%
Value ($000) $1,081 Shares 29,922 Est. Cost $36.12 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $1,041 Shares 5,000 Est. Cost $190.66 Unrealized +19.0%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $950 Shares 26,275 Est. Cost $36.15 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $937 Shares 11,632 Est. Cost $52.41 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $915 Shares 6,437 Est. Cost $97.84 Unrealized 0.0%
CF CF INDUSTRIES HOLD 0.0%
Value ($000) $819 Shares 6,305 Est. Cost $90.08 Unrealized 0.0%
DTH WISDOMTREE TR 0.0%
Value ($000) $801 Shares 14,805 Est. Cost $54.09 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $797 Shares 49,590 Est. Cost $16.07 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value ($000) $775 Shares 18,881 Est. Cost $41.06 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $697 Shares 13,929 Est. Cost $50.04 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $680 Shares 15,985 Est. Cost $42.56 Unrealized
NCIQ HASHDEX NASDAQ CME CRYPTO 0.0%
Value ($000) $670 Shares 38,881 Est. Cost $17.23 Unrealized
EC ECOPETROL S A 0.0%
Value ($000) $665 Shares 44,341 Est. Cost $14.99 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value ($000) $661 Shares 14,294 Est. Cost $46.22 Unrealized
NE NOBLE CORP PLC 0.0%
Value ($000) $659 Shares 13,432 Est. Cost $37.17 Unrealized 0.0%
VAL VALARIS LTD 0.0%
Value ($000) $638 Shares 6,507 Est. Cost $67.66 Unrealized 0.0%
VTEI VANGUARD MUN BD FDS 0.0%
Value ($000) $638 Shares 6,382 Est. Cost $99.94 Unrealized
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $632 Shares 13,785 Est. Cost $45.86 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $623 Shares 19,502 Est. Cost $31.93 Unrealized
SM SM ENERGY COMPANY 0.0%
Value ($000) $616 Shares 19,746 Est. Cost $19.89 Unrealized 0.0%
KGS KODIAK GAS SVCS INC 0.0%
Value ($000) $596 Shares 10,228 Est. Cost $43.52 Unrealized 0.0%
VET VERMILION ENERGY INC 0.0%
Value ($000) $568 Shares 41,231 Est. Cost $9.50 Unrealized 0.0%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $547 Shares 18,999 Est. Cost $23.21 Unrealized 0.0%
PDBA INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $536 Shares 14,687 Est. Cost $36.47 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $521 Shares 2,500 Est. Cost $190.66 Unrealized +19.0%
MRNA MODERNA INC 0.0%
Value ($000) $483 Shares 9,517 Est. Cost $42.94 Unrealized 0.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $432 Shares 9,354 Est. Cost $46.19 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $410 Shares 9,713 Est. Cost $42.20 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $403 Shares 3,961 Est. Cost $101.79 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $399 Shares 7,427 Est. Cost $53.77 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $396 Shares 1,000 Est. Cost $512.04 Unrealized -7.9%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $393 Shares 2,596 Est. Cost $151.28 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $393 Shares 6,948 Est. Cost $56.52 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $392 Shares 20,295 Est. Cost $19.30 Unrealized
FLCB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $374 Shares 17,414 Est. Cost $21.49 Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $368 Shares 8,651 Est. Cost $42.56 Unrealized
ARCM ARROW INVTS TR 0.0%
Value ($000) $366 Shares 3,662 Est. Cost $100.07 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $364 Shares 10,193 Est. Cost $35.71 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $361 Shares 761 Est. Cost $373.26 Unrealized 0.0%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $360 Shares 14,315 Est. Cost $25.17 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $358 Shares 12,861 Est. Cost $27.85 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $343 Shares 3,983 Est. Cost $97.40 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $340 Shares 1,815 Est. Cost $181.07 Unrealized 0.0%
OVV OVINTIV INC 0.0%
Value ($000) $325 Shares 5,470 Est. Cost $43.67 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $323 Shares 8,281 Est. Cost $33.54 Unrealized 0.0%
TTC TORO CO 0.0%
Value ($000) $311 Shares 3,325 Est. Cost $93.09 Unrealized 0.0%
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $298 Shares 2,949 Est. Cost $101.14 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $293 Shares 2,555 Est. Cost $95.71 Unrealized 0.0%
OSK OSHKOSH CORP 0.0%
Value ($000) $291 Shares 1,979 Est. Cost $158.03 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $290 Shares 1,483 Est. Cost $183.13 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $287 Shares 2,979 Est. Cost $103.08 Unrealized 0.0%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $287 Shares 4,644 Est. Cost $45.22 Unrealized 0.0%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $282 Shares 5,560 Est. Cost $50.80 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $277 Shares 8,515 Est. Cost $31.35 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $276 Shares 2,975 Est. Cost $92.76 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $274 Shares 3,034 Est. Cost $78.53 Unrealized 0.0%
SMLF ISHARES TR 0.0%
Value ($000) $273 Shares 3,613 Est. Cost $75.49 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $271 Shares 1,249 Est. Cost $176.49 Unrealized 0.0%
IXC ISHARES TR 0.0%
Value ($000) $266 Shares 4,612 Est. Cost $57.61 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $263 Shares 816 Est. Cost $270.51 Unrealized 0.0%
WCC WESCO INTL INC 0.0%
Value ($000) $263 Shares 962 Est. Cost $288.37 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $263 Shares 7,603 Est. Cost $34.55 Unrealized
GDS GDS HLDGS LTD 0.0%
Value ($000) $263 Shares 6,520 Est. Cost $40.29 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $262 Shares 7,078 Est. Cost $38.41 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $259 Shares 2,216 Est. Cost $111.25 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $258 Shares 1,917 Est. Cost $125.92 Unrealized 0.0%
PSTG EVERPURE INC 0.0%
Value ($000) $258 Shares 4,365 Est. Cost $70.96 Unrealized 0.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $257 Shares 5,982 Est. Cost $43.77 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $255 Shares 922 Est. Cost $312.33 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $250 Shares 2,765 Est. Cost $91.66 Unrealized 0.0%
MKSI MKS INC. 0.0%
Value ($000) $249 Shares 1,085 Est. Cost $225.13 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $248 Shares 3,217 Est. Cost $89.52 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $247 Shares 2,645 Est. Cost $94.81 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $247 Shares 9,002 Est. Cost $27.40 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $247 Shares 2,979 Est. Cost $82.75 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $246 Shares 2,837 Est. Cost $86.63 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $245 Shares 15,669 Est. Cost $17.89 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $244 Shares 2,077 Est. Cost $109.31 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $242 Shares 7,871 Est. Cost $31.40 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $241 Shares 735 Est. Cost $339.56 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $239 Shares 2,118 Est. Cost $116.19 Unrealized 0.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $237 Shares 6,380 Est. Cost $28.72 Unrealized 0.0%
FIVE FIVE BELOW INC 0.0%
Value ($000) $236 Shares 1,033 Est. Cost $201.61 Unrealized 0.0%
UDR UDR INC 0.0%
Value ($000) $234 Shares 6,937 Est. Cost $36.69 Unrealized 0.0%
WEAT TEUCRIUM COMMODITY TR 0.0%
Value ($000) $232 Shares 9,855 Est. Cost $23.57 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 Shares 7,375 Est. Cost $31.43 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $231 Shares 1,346 Est. Cost $187.69 Unrealized 0.0%
WEX WEX INC 0.0%
Value ($000) $230 Shares 1,504 Est. Cost $155.96 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $229 Shares 2,153 Est. Cost $99.03 Unrealized 0.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $228 Shares 684 Est. Cost $371.49 Unrealized 0.0%
GMED GLOBUS MED INC 0.0%
Value ($000) $226 Shares 2,620 Est. Cost $91.10 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $225 Shares 4,131 Est. Cost $54.55 Unrealized
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $225 Shares 2,313 Est. Cost $103.02 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $223 Shares 1,558 Est. Cost $133.54 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $221 Shares 3,137 Est. Cost $102.40 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $221 Shares 4,927 Est. Cost $41.00 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $220 Shares 1,541 Est. Cost $134.73 Unrealized 0.0%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $219 Shares 1,299 Est. Cost $157.54 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $219 Shares 3,418 Est. Cost $62.28 Unrealized 0.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $219 Shares 3,382 Est. Cost $67.22 Unrealized 0.0%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $216 Shares 6,163 Est. Cost $35.04 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $214 Shares 1,127 Est. Cost $203.75 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $211 Shares 1,606 Est. Cost $130.97 Unrealized 0.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $210 Shares 10,308 Est. Cost $20.41 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $210 Shares 7,209 Est. Cost $29.18 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $210 Shares 4,648 Est. Cost $36.16 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $207 Shares 1,308 Est. Cost $198.04 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $207 Shares 9,708 Est. Cost $15.78 Unrealized 0.0%
GLPI GAMING & LEISURE P 0.0%
Value ($000) $206 Shares 4,643 Est. Cost $44.37 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $206 Shares 926 Est. Cost $221.00 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $205 Shares 2,000 Est. Cost $102.54 Unrealized -0.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $204 Shares 4,264 Est. Cost $44.45 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $204 Shares 2,755 Est. Cost $68.39 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $203 Shares 8,732 Est. Cost $23.22 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $202 Shares 6,113 Est. Cost $33.08 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $200 Shares 3,245 Est. Cost $61.64 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $184 Shares 10,680 Est. Cost $17.67 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $167 Shares 33,627 Est. Cost $13.84 Unrealized 0.0%
CNH CNH INDL N V 0.0%
Value ($000) $130 Shares 11,779 Est. Cost $11.41 Unrealized 0.0%
ONDS ONDAS INC 0.0%
Value ($000) $100 Shares 11,059 Est. Cost $11.33 Unrealized 0.0%
POET POET TECHNOLOGIES INC 0.0%
Value ($000) $94 Shares 15,750 Est. Cost $6.55 Unrealized 0.0%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $81 Shares 7,034 Est. Cost $14.72 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $190.07 Unrealized +18.9%
PLG PLATINUM GROUP METALS LTD 0.0%
Value ($000) $21 Shares 12,000 Est. Cost $2.65 Unrealized 0.0%
GAB-R GABELLI EQUITY TR INC 0.0%
Value ($000) $0 Shares 26,780 Est. Cost $0.01 Unrealized

Increased Positions (565)

XOM EXXON MOBIL CORP 0.5%
Value ($000) $17,618 (+99.1%) Shares 103,842 (+41.2%) Est. Cost $115.87 Unrealized +19.7%
MUB ISHARES TR 0.4%
Value ($000) $14,156 (+119.8%) Shares 133,357 (+121.8%) Est. Cost $106.24 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $30,041 (+23.1%) Shares 153,115 (+19.8%) Est. Cost $174.86 Unrealized
IWY ISHARES TR 0.2%
Value ($000) $5,837 (+955.5%) Shares 23,458 (+1074.7%) Est. Cost $251.06 Unrealized
CSRE COHEN & STEERS ETF TRUST 0.6%
Value ($000) $20,342 (+32.5%) Shares 774,031 (+28.7%) Est. Cost $25.68 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $11,255 (+69.9%) Shares 93,562 (+48.7%) Est. Cost $102.27 Unrealized +11.7%
USFR WISDOMTREE TR 0.2%
Value ($000) $6,016 (+296.9%) Shares 119,503 (+296.7%) Est. Cost $50.33 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $16,305 (+33.8%) Shares 38,238 (+48.5%) Est. Cost $380.64 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $5,542 (+246.2%) Shares 41,984 (+145.5%) Est. Cost $102.14 Unrealized +0.5%
AVUV AMERICAN CENTY ETF TR 0.4%
Value ($000) $13,295 (+41.4%) Shares 120,349 (+30.6%) Est. Cost $101.65 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $6,648 (+133.3%) Shares 86,854 (+144.5%) Est. Cost $68.75 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $4,942 (+287.7%) Shares 81,491 (+244.8%) Est. Cost $54.53 Unrealized +5.3%
IEFA ISHARES TR 0.7%
Value ($000) $22,372 (+19.3%) Shares 247,127 (+17.9%) Est. Cost $84.25 Unrealized
IWX ISHARES TR 0.1%
Value ($000) $4,357 (+472.0%) Shares 47,018 (+467.0%) Est. Cost $92.53 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $45,121 (-7.1%) Shares 156,910 (+1.1%) Est. Cost $181.52 Unrealized +78.1%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value ($000) $11,721 (+39.7%) Shares 11,763 (+20.9%) Est. Cost $766.80 Unrealized +25.7%
IWB ISHARES TR 0.2%
Value ($000) $7,850 (+61.8%) Shares 22,016 (+69.4%) Est. Cost $319.18 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $6,050 (+97.1%) Shares 17,195 (+83.4%) Est. Cost $315.27 Unrealized +10.9%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $9,310 (+45.8%) Shares 44,996 (+7.4%) Est. Cost $148.05 Unrealized +16.1%
ITOT ISHARES TR 0.2%
Value ($000) $6,140 (+84.8%) Shares 43,108 (+92.9%) Est. Cost $135.51 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $15,006 (+22.4%) Shares 61,390 (+3.7%) Est. Cost $158.91 Unrealized +43.4%
IEMG ISHARES INC 0.2%
Value ($000) $6,411 (+74.4%) Shares 91,912 (+68.1%) Est. Cost $58.48 Unrealized
AGG ISHARES TR 0.9%
Value ($000) $29,693 (+9.4%) Shares 299,111 (+10.1%) Est. Cost $97.97 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $4,060 (+168.6%) Shares 19,227 (+169.7%) Est. Cost $203.41 Unrealized
IUSB ISHARES TR 0.9%
Value ($000) $29,259 (+9.5%) Shares 633,452 (+10.4%) Est. Cost $45.67 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $41,246 (-5.8%) Shares 133,261 (+5.4%) Est. Cost $287.77 Unrealized +16.1%
HGER HARBOR ETF TRUST 0.4%
Value ($000) $11,783 (+27.2%) Shares 379,958 (+1.8%) Est. Cost $24.93 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $2,889 (+469.9%) Shares 49,663 (+495.7%) Est. Cost $56.69 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $2,920 (+395.4%) Shares 25,819 (+439.8%) Est. Cost $109.18 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $2,489 (+766.9%) Shares 17,081 (+739.4%) Est. Cost $145.19 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $7,830 (+35.0%) Shares 99,854 (+35.7%) Est. Cost $78.19 Unrealized
ASML ASML HLDG NV 0.2%
Value ($000) $6,966 (+37.5%) Shares 5,273 (+11.3%) Est. Cost $931.96 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $2,107 (+470.5%) Shares 37,232 (+472.8%) Est. Cost $55.41 Unrealized
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $2,217 (+219.4%) Shares 3,154 (+67.5%) Est. Cost $341.57 Unrealized +36.8%
IYW ISHARES TR 0.8%
Value ($000) $25,196 (-5.6%) Shares 138,883 (+3.9%) Est. Cost $144.56 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $10,095 (+16.8%) Shares 208,319 (+12.3%) Est. Cost $42.00 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $4,169 (+50.8%) Shares 12,197 (+13.4%) Est. Cost $189.39 Unrealized +72.4%
SNDK SANDISK CORP 0.1%
Value ($000) $1,856 (+310.5%) Shares 2,922 (+53.4%) Est. Cost $310.35 Unrealized +66.4%
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $38,485 (+3.7%) Shares 88,110 (+15.8%) Est. Cost $389.46 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $9,282 (+16.9%) Shares 302,545 (+4.5%) Est. Cost $33.03 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $3,014 (+69.6%) Shares 6,080 (+45.9%) Est. Cost $431.10 Unrealized +6.7%
T AT&T INC 0.1%
Value ($000) $4,788 (+34.7%) Shares 165,163 (+15.4%) Est. Cost $21.45 Unrealized +20.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,735 (+231.5%) Shares 28,319 (+142.0%) Est. Cost $61.12 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value ($000) $1,371 (+545.7%) Shares 27,591 (+599.9%) Est. Cost $50.29 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $11,451 (+11.2%) Shares 37,888 (+11.2%) Est. Cost $260.19 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $3,724 (+44.1%) Shares 37,599 (+23.6%) Est. Cost $73.09 Unrealized +10.9%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $13,156 (+8.9%) Shares 60,558 (+6.2%) Est. Cost $189.09 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $1,539 (+225.0%) Shares 12,010 (+247.4%) Est. Cost $131.32 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,024 (+54.2%) Shares 12,238 (+1.6%) Est. Cost $152.99 Unrealized +24.2%
EFV ISHARES TR 0.1%
Value ($000) $2,641 (+66.8%) Shares 35,520 (+60.2%) Est. Cost $60.05 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $5,000 (+26.6%) Shares 14,799 (+7.0%) Est. Cost $140.64 Unrealized +175.2%
FTNT FORTINET INC 0.1%
Value ($000) $2,328 (+81.8%) Shares 28,492 (+76.7%) Est. Cost $79.50 Unrealized +0.6%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,505 (+228.5%) Shares 13,424 (+249.7%) Est. Cost $106.69 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $5,038 (+26.2%) Shares 31,546 (+21.4%) Est. Cost $128.92 Unrealized +19.6%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,660 (+167.6%) Shares 49,024 (+157.4%) Est. Cost $33.13 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $10,208 (+11.3%) Shares 193,406 (+5.2%) Est. Cost $40.03 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $3,364 (+43.6%) Shares 3,853 (+7.5%) Est. Cost $367.97 Unrealized +100.3%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $5,453 (+22.9%) Shares 39,125 (+8.2%) Est. Cost $100.61 Unrealized +37.5%
IJR ISHARES TR 0.3%
Value ($000) $11,318 (+9.7%) Shares 91,049 (+6.1%) Est. Cost $114.60 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $3,665 (+37.0%) Shares 17,153 (+9.8%) Est. Cost $100.63 Unrealized +124.5%
IVV ISHARES TR 2.9%
Value ($000) $94,367 (-1.0%) Shares 144,467 (+3.8%) Est. Cost $559.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3,339 (+40.3%) Shares 66,504 (+13.9%) Est. Cost $36.42 Unrealized +20.3%
NVS NOVARTIS AG 0.1%
Value ($000) $4,671 (+25.3%) Shares 30,578 (+13.1%) Est. Cost $117.87 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $1,702 (+118.3%) Shares 4,383 (+31.5%) Est. Cost $121.01 Unrealized +123.9%
IDEV ISHARES TR 0.1%
Value ($000) $1,809 (+97.3%) Shares 21,646 (+94.7%) Est. Cost $75.07 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $6,744 (+14.6%) Shares 35,158 (+18.7%) Est. Cost $162.38 Unrealized
TRT TRIO TECH INTL 0.1%
Value ($000) $3,592 (-18.9%) Shares 621,500 (+85.8%) Est. Cost $4.17 Unrealized +43.0%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $1,862 (+78.4%) Shares 6,883 (+13.6%) Est. Cost $86.73 Unrealized +189.7%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $1,589 (+105.2%) Shares 44,841 (+91.2%) Est. Cost $32.39 Unrealized
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $2,709 (+42.5%) Shares 37,239 (+18.2%) Est. Cost $60.59 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,752 (+85.5%) Shares 22,720 (+81.5%) Est. Cost $72.79 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,253 (+166.4%) Shares 37,223 (+160.6%) Est. Cost $33.07 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $6,402 (+13.8%) Shares 63,602 (+13.5%) Est. Cost $100.44 Unrealized
SPBO SPDR SERIES TRUST 0.0%
Value ($000) $1,528 (+102.4%) Shares 52,623 (+104.6%) Est. Cost $29.07 Unrealized
SHLD GLOBAL X FDS 0.0%
Value ($000) $1,031 (+294.9%) Shares 14,548 (+261.2%) Est. Cost $70.23 Unrealized
CMF ISHARES TR 0.2%
Value ($000) $5,678 (+15.7%) Shares 99,861 (+16.9%) Est. Cost $57.24 Unrealized
CSHI NEOS ETF TRUST 0.3%
Value ($000) $8,559 (+9.4%) Shares 171,930 (+9.3%) Est. Cost $49.84 Unrealized
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $1,026 (+241.6%) Shares 82,183 (+236.6%) Est. Cost $12.43 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $1,436 (-33.3%) Shares 3,609 (+12.9%) Est. Cost $233.57 Unrealized +117.1%
KLAC KLA CORP 0.1%
Value ($000) $3,294 (+27.8%) Shares 2,237 (+5.5%) Est. Cost $741.77 Unrealized +97.1%
SCZ ISHARES TR 0.1%
Value ($000) $1,659 (+74.8%) Shares 21,160 (+72.8%) Est. Cost $68.41 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $2,662 (-21.0%) Shares 23,148 (+5.9%) Est. Cost $116.90 Unrealized +20.5%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $1,462 (+81.0%) Shares 5,833 (+17.1%) Est. Cost $108.27 Unrealized +84.6%
FDX FEDEX CORP 0.1%
Value ($000) $1,752 (+58.6%) Shares 4,920 (+28.7%) Est. Cost $257.75 Unrealized +31.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $2,794 (+29.9%) Shares 8,095 (+10.5%) Est. Cost $258.20 Unrealized +32.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,635 (+31.8%) Shares 4,360 (+5.5%) Est. Cost $465.61 Unrealized +29.1%
ESGD ISHARES TR 0.1%
Value ($000) $2,031 (+45.3%) Shares 21,241 (+44.5%) Est. Cost $88.54 Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value ($000) $1,195 (+108.3%) Shares 57,599 (+19.0%) Est. Cost $15.74 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $2,511 (+32.3%) Shares 16,168 (+22.3%) Est. Cost $148.81 Unrealized +4.0%
AMLP ALPS ETF TR 0.1%
Value ($000) $3,261 (+22.9%) Shares 61,954 (+9.8%) Est. Cost $48.55 Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $1,025 (+141.2%) Shares 24,752 (+123.3%) Est. Cost $38.28 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $6,098 (+10.8%) Shares 31,613 (+5.3%) Est. Cost $132.06 Unrealized +48.9%
MINT PIMCO ETF TR 0.3%
Value ($000) $9,412 (+6.7%) Shares 93,587 (+6.5%) Est. Cost $100.33 Unrealized
CRWV COREWEAVE INC 0.2%
Value ($000) $6,825 (+9.5%) Shares 88,101 (+1.2%) Est. Cost $101.27 Unrealized -9.7%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $858 (+207.1%) Shares 17,042 (+208.4%) Est. Cost $50.49 Unrealized
DE DEERE & CO 0.1%
Value ($000) $2,446 (+30.8%) Shares 4,342 (+8.1%) Est. Cost $433.62 Unrealized +27.2%
GLW CORNING INC 0.0%
Value ($000) $1,417 (+68.1%) Shares 10,419 (+8.2%) Est. Cost $52.27 Unrealized +113.7%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1,351 (+73.6%) Shares 980 (+17.5%) Est. Cost $611.21 Unrealized +95.7%
PFE PFIZER INC 0.1%
Value ($000) $2,324 (+32.3%) Shares 82,751 (+17.3%) Est. Cost $26.32 Unrealized -0.5%
ROE EA SERIES TRUST 0.0%
Value ($000) $1,318 (+74.2%) Shares 37,210 (+73.4%) Est. Cost $31.91 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,929 (+40.4%) Shares 8,534 (+21.2%) Est. Cost $190.07 Unrealized +18.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $779 (+232.7%) Shares 15,476 (+142.2%) Est. Cost $37.52 Unrealized +7.3%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $4,811 (-10.0%) Shares 125,229 (+16.2%) Est. Cost $56.25 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1,873 (+40.1%) Shares 5,887 (+19.5%) Est. Cost $233.65 Unrealized +35.3%
ADBE ADOBE INC 0.0%
Value ($000) $1,278 (-29.5%) Shares 5,255 (+1.4%) Est. Cost $438.99 Unrealized -34.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $5,301 (+11.1%) Shares 17,058 (+9.2%) Est. Cost $292.68 Unrealized +8.4%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3,710 (+16.5%) Shares 59,415 (+11.1%) Est. Cost $53.41 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $4,838 (+12.0%) Shares 63,622 (+3.0%) Est. Cost $63.03 Unrealized +18.6%
RIO RIO TINTO PLC 0.1%
Value ($000) $2,033 (+33.2%) Shares 21,797 (+14.3%) Est. Cost $72.87 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $7,560 (+7.1%) Shares 148,373 (+6.9%) Est. Cost $50.90 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $2,574 (+24.3%) Shares 7,195 (+10.7%) Est. Cost $293.74 Unrealized +20.4%
BP BP PLC 0.0%
Value ($000) $1,339 (+57.7%) Shares 28,489 (+16.5%) Est. Cost $36.51 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,023 (+89.3%) Shares 2,610 (+33.0%) Est. Cost $234.99 Unrealized +60.2%
BLACKROCK ENHANCED LARGE CAP 0.0%
Value ($000) $807 (+146.0%) Shares 38,376 (+173.5%) Est. Cost $19.95 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $1,265 (+59.8%) Shares 5,309 (+23.8%) Est. Cost $124.85 Unrealized +70.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $3,256 (+16.6%) Shares 14,168 (+11.5%) Est. Cost $201.58 Unrealized +12.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,805 (+19.5%) Shares 21,420 (+6.9%) Est. Cost $101.12 Unrealized +19.5%
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value ($000) $1,826 (+32.7%) Shares 6,285 (+12.8%) Est. Cost $257.11 Unrealized +5.6%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $1,165 (+62.2%) Shares 17,626 (+8.8%) Est. Cost $35.81 Unrealized +44.7%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1,431 (+44.1%) Shares 2,607 (+10.8%) Est. Cost $358.28 Unrealized +35.7%
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value ($000) $1,342 (+48.0%) Shares 27,532 (+2.8%) Est. Cost $32.34 Unrealized +15.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,928 (+28.9%) Shares 57,508 (+5.7%) Est. Cost $18.31 Unrealized +62.5%
MBB ISHARES TR 0.1%
Value ($000) $2,377 (+22.2%) Shares 25,033 (+22.5%) Est. Cost $92.92 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $891 (+91.9%) Shares 12,886 (+23.7%) Est. Cost $35.27 Unrealized +59.7%
ROST ROSS STORES INC 0.0%
Value ($000) $928 (+84.9%) Shares 4,283 (+53.8%) Est. Cost $161.02 Unrealized +19.5%
VALE VALE S A 0.1%
Value ($000) $1,685 (+33.8%) Shares 105,911 (+9.6%) Est. Cost $11.98 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $1,116 (+61.3%) Shares 51,484 (+19.8%) Est. Cost $12.46 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $1,434 (+40.9%) Shares 23,483 (+5.1%) Est. Cost $35.61 Unrealized +57.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $3,229 (-11.3%) Shares 10,674 (+8.5%) Est. Cost $262.52 Unrealized +35.7%
APA APA CORPORATION 0.0%
Value ($000) $768 (+106.8%) Shares 18,085 (+19.2%) Est. Cost $22.59 Unrealized +17.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,494 (+36.0%) Shares 20,529 (+12.4%) Est. Cost $48.78 Unrealized +36.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1,104 (+55.1%) Shares 59,618 (+30.5%) Est. Cost $15.42 Unrealized
HSBC HSBC HLDGS PLC 0.2%
Value ($000) $6,259 (+6.6%) Shares 75,875 (+1.7%) Est. Cost $53.77 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $2,881 (+15.2%) Shares 20,375 (+21.4%) Est. Cost $127.07 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $786 (+91.5%) Shares 10,953 (+73.4%) Est. Cost $62.79 Unrealized +7.7%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $2,079 (+21.9%) Shares 10,240 (+1.8%) Est. Cost $89.43 Unrealized +130.4%
EOG EOG RES INC 0.0%
Value ($000) $1,138 (+48.8%) Shares 7,873 (+8.1%) Est. Cost $117.23 Unrealized -4.3%
IRM IRON MTN INC DEL 0.0%
Value ($000) $1,120 (+49.8%) Shares 10,967 (+21.6%) Est. Cost $91.17 Unrealized -8.7%
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.1%
Value ($000) $3,125 (+13.4%) Shares 184,145 (+6.0%) Est. Cost $12.01 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,853 (+24.7%) Shares 28,074 (+8.9%) Est. Cost $54.52 Unrealized +15.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $824 (+78.6%) Shares 753 (+48.2%) Est. Cost $833.22 Unrealized +32.6%
NYF ISHARES TR 0.1%
Value ($000) $2,265 (+19.0%) Shares 42,642 (+19.8%) Est. Cost $53.28 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $1,698 (+26.5%) Shares 12,847 (+22.1%) Est. Cost $116.64 Unrealized +10.6%
GLDM WORLD GOLD TR 0.0%
Value ($000) $1,486 (+31.2%) Shares 16,030 (+20.8%) Est. Cost $62.25 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,142 (+42.9%) Shares 39,767 (+48.8%) Est. Cost $36.00 Unrealized -17.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,350 (+33.7%) Shares 1,979 (+11.8%) Est. Cost $510.51 Unrealized +32.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $879 (+60.0%) Shares 3,096 (+9.6%) Est. Cost $196.45 Unrealized +6.8%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $845 (+63.1%) Shares 10,742 (+52.7%) Est. Cost $76.74 Unrealized +0.6%
TGT TARGET CORP 0.0%
Value ($000) $697 (+84.0%) Shares 5,748 (+48.5%) Est. Cost $114.16 Unrealized -4.3%
IJH ISHARES TR 0.1%
Value ($000) $1,836 (+20.8%) Shares 27,188 (+18.1%) Est. Cost $79.47 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $608 (+106.7%) Shares 13,092 (+108.2%) Est. Cost $47.36 Unrealized +8.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $754 (+66.8%) Shares 2,669 (+20.0%) Est. Cost $170.80 Unrealized +33.6%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1,049 (+38.7%) Shares 5,823 (+19.1%) Est. Cost $150.57 Unrealized +3.0%
GSK GSK PLC 0.1%
Value ($000) $2,152 (+15.5%) Shares 38,998 (+2.7%) Est. Cost $42.44 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $1,983 (+17.0%) Shares 10,029 (+9.8%) Est. Cost $130.04 Unrealized +43.8%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $827 (+53.2%) Shares 1,136 (+16.3%) Est. Cost $427.74 Unrealized +47.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,283 (+28.7%) Shares 3,923 (+22.1%) Est. Cost $253.94 Unrealized +30.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,187 (+31.3%) Shares 5,752 (+25.5%) Est. Cost $120.48 Unrealized +51.4%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $630 (+81.7%) Shares 13,888 (+83.2%) Est. Cost $45.54 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $752 (+60.0%) Shares 2,537 (+4.5%) Est. Cost $130.10 Unrealized +104.4%
TPR TAPESTRY INC 0.0%
Value ($000) $1,458 (+23.7%) Shares 10,334 (+12.0%) Est. Cost $69.14 Unrealized +101.9%
BA BOEING CO 0.1%
Value ($000) $4,768 (-5.5%) Shares 23,958 (+3.1%) Est. Cost $210.36 Unrealized +13.4%
XPO XPO INC 0.0%
Value ($000) $590 (+87.3%) Shares 3,035 (+30.8%) Est. Cost $127.93 Unrealized +33.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $581 (+87.7%) Shares 2,938 (+42.7%) Est. Cost $144.18 Unrealized +10.9%
E ENI SPA 0.0%
Value ($000) $675 (+66.7%) Shares 11,915 (+11.7%) Est. Cost $34.11 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $563 (+91.5%) Shares 23,573 (+25.0%) Est. Cost $17.08 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,754 (+6.0%) Shares 101,719 (+3.2%) Est. Cost $36.19 Unrealized
SLB SLB LIMITED 0.0%
Value ($000) $765 (+53.2%) Shares 14,881 (+14.4%) Est. Cost $44.14 Unrealized +9.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,912 (+15.6%) Shares 22,435 (+7.2%) Est. Cost $80.13 Unrealized +10.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,607 (+18.9%) Shares 6,173 (+12.5%) Est. Cost $246.88 Unrealized +10.7%
CB CHUBB LTD SWITZ 0.1%
Value ($000) $1,698 (+17.5%) Shares 5,209 (+12.5%) Est. Cost $252.81 Unrealized +25.1%
CTVA CORTEVA INC 0.0%
Value ($000) $922 (+37.3%) Shares 11,009 (+9.9%) Est. Cost $60.86 Unrealized +19.6%
MFG MIZUHO FINANCIAL GROUP INC 0.1%
Value ($000) $1,703 (+17.1%) Shares 214,449 (+7.9%) Est. Cost $5.03 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1,002 (+32.8%) Shares 8,675 (+25.9%) Est. Cost $97.86 Unrealized +25.7%
NLR VANECK ETF TRUST 0.0%
Value ($000) $473 (+108.1%) Shares 3,550 (+94.1%) Est. Cost $128.58 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $1,054 (+30.0%) Shares 35,729 (+30.3%) Est. Cost $27.16 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $478 (+103.2%) Shares 19,154 (+106.0%) Est. Cost $25.23 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,174 (+26.0%) Shares 2,480 (+24.3%) Est. Cost $391.59 Unrealized +27.2%
JD JD.COM INC 0.0%
Value ($000) $888 (+36.9%) Shares 30,039 (+32.8%) Est. Cost $32.10 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $672 (+54.9%) Shares 26,368 (+25.7%) Est. Cost $20.05 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $1,239 (+23.8%) Shares 15,304 (+5.2%) Est. Cost $69.40 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $2,369 (+11.2%) Shares 2,737 (+5.4%) Est. Cost $671.59 Unrealized +30.4%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $673 (+54.6%) Shares 6,063 (+40.6%) Est. Cost $111.87 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $613 (-27.9%) Shares 38,597 (+18.8%) Est. Cost $13.77 Unrealized +69.0%
KKR KKR & CO INC 0.1%
Value ($000) $2,009 (-10.5%) Shares 21,715 (+23.4%) Est. Cost $119.67 Unrealized -4.1%
ABEV AMBEV SA 0.0%
Value ($000) $589 (+65.4%) Shares 201,752 (+39.9%) Est. Cost $2.55 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $708 (+48.7%) Shares 1,631 (+31.3%) Est. Cost $368.83 Unrealized +12.8%
NOW SERVICENOW INC 0.1%
Value ($000) $1,986 (-10.3%) Shares 18,996 (+31.5%) Est. Cost $154.45 Unrealized -21.5%
ESGE ISHARES INC 0.0%
Value ($000) $1,011 (+28.8%) Shares 22,245 (+25.1%) Est. Cost $40.07 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $983 (+29.8%) Shares 3,234 (+22.6%) Est. Cost $244.33 Unrealized +24.9%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $779 (+40.8%) Shares 29,614 (+41.7%) Est. Cost $27.48 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $587 (+62.4%) Shares 73,014 (+30.7%) Est. Cost $5.46 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $1,594 (+16.3%) Shares 5,079 (+19.7%) Est. Cost $289.90 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $2,408 (+10.2%) Shares 2,690 (+8.2%) Est. Cost $676.24 Unrealized +41.6%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $1,391 (+18.9%) Shares 10,618 (+6.7%) Est. Cost $82.46 Unrealized +69.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $476 (+86.4%) Shares 2,438 (+49.6%) Est. Cost $156.40 Unrealized +17.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $730 (+43.3%) Shares 4,210 (+53.2%) Est. Cost $193.39 Unrealized -6.2%
ABNB AIRBNB INC 0.0%
Value ($000) $1,215 (+22.0%) Shares 9,619 (+31.1%) Est. Cost $130.22 Unrealized -0.6%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $833 (+35.3%) Shares 9,033 (+10.5%) Est. Cost $63.48 Unrealized +36.5%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $1,863 (-10.4%) Shares 86,165 (+42.8%) Est. Cost $31.70 Unrealized -8.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $378 (+133.9%) Shares 21,820 (+78.9%) Est. Cost $15.13 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1,483 (+17.1%) Shares 7,639 (+4.6%) Est. Cost $177.36 Unrealized +16.3%
COMT ISHARES U S ETF TR 0.0%
Value ($000) $460 (+87.2%) Shares 13,607 (+37.8%) Est. Cost $28.62 Unrealized
KB KB FINL GROUP INC 0.0%
Value ($000) $1,293 (+19.8%) Shares 12,960 (+3.4%) Est. Cost $58.61 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.1%
Value ($000) $2,244 (+10.4%) Shares 113,627 (+8.0%) Est. Cost $14.63 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $790 (+36.3%) Shares 1,160 (+10.4%) Est. Cost $396.37 Unrealized +64.2%
FLCO FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $1,206 (+20.9%) Shares 56,306 (+22.2%) Est. Cost $21.78 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $646 (+46.8%) Shares 57,326 (+25.7%) Est. Cost $8.22 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $651 (+46.2%) Shares 13,876 (+46.6%) Est. Cost $46.92 Unrealized
FFIV F5 INC 0.0%
Value ($000) $523 (+65.0%) Shares 1,806 (+45.5%) Est. Cost $279.63 Unrealized -2.6%
O REALTY INCOME CORP 0.0%
Value ($000) $750 (+37.5%) Shares 12,261 (+26.6%) Est. Cost $53.80 Unrealized +6.5%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $501 (+67.8%) Shares 2,653 (+76.7%) Est. Cost $176.56 Unrealized +16.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $771 (+35.5%) Shares 10,612 (+7.1%) Est. Cost $57.82 Unrealized +13.5%
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,664 (+13.7%) Shares 69,690 (+15.1%) Est. Cost $24.04 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $2,393 (+9.1%) Shares 21,490 (+11.6%) Est. Cost $100.89 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value ($000) $1,307 (+17.7%) Shares 9,660 (+12.9%) Est. Cost $101.78 Unrealized +36.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $491 (-28.5%) Shares 3,255 (+4.1%) Est. Cost $188.68 Unrealized +3.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $717 (+36.5%) Shares 14,656 (+26.1%) Est. Cost $38.43 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value ($000) $2,184 (+9.6%) Shares 22,199 (+10.5%) Est. Cost $115.72 Unrealized -5.1%
MCO MOODYS CORP 0.0%
Value ($000) $1,017 (+22.7%) Shares 2,330 (+43.7%) Est. Cost $461.18 Unrealized +6.2%
ALB ALBEMARLE CORP 0.0%
Value ($000) $845 (+28.2%) Shares 4,708 (+1.0%) Est. Cost $91.21 Unrealized +87.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,108 (+19.9%) Shares 7,044 (+23.5%) Est. Cost $142.19 Unrealized +16.0%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $671 (+37.7%) Shares 2,063 (+22.2%) Est. Cost $241.12 Unrealized +26.2%
TRP TC ENERGY CORP 0.0%
Value ($000) $1,154 (+18.6%) Shares 18,434 (+4.2%) Est. Cost $42.37 Unrealized +37.4%
FER FERROVIAL SE 0.0%
Value ($000) $632 (+39.9%) Shares 9,710 (+38.9%) Est. Cost $55.80 Unrealized +24.6%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $1,344 (+15.4%) Shares 10,261 (+5.5%) Est. Cost $75.74 Unrealized +66.4%
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value ($000) $1,189 (+17.4%) Shares 17,136 (+8.3%) Est. Cost $63.35 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $5,256 (+3.4%) Shares 67,740 (+2.6%) Est. Cost $63.16 Unrealized +23.4%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $467 (+57.7%) Shares 3,445 (+1.1%) Est. Cost $105.51 Unrealized +37.1%
PPG PPG INDS INC 0.1%
Value ($000) $2,182 (+8.5%) Shares 20,415 (+4.0%) Est. Cost $100.76 Unrealized +16.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $702 (+31.7%) Shares 1,782 (+5.2%) Est. Cost $189.31 Unrealized +84.5%
NIO NIO INC 0.0%
Value ($000) $380 (+79.8%) Shares 63,038 (+52.1%) Est. Cost $5.75 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1,117 (+17.5%) Shares 108,406 (+14.0%) Est. Cost $10.03 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $519 (+46.2%) Shares 5,054 (+40.6%) Est. Cost $104.42 Unrealized -2.2%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,413 (+13.1%) Shares 23,721 (+13.8%) Est. Cost $58.88 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $607 (+36.9%) Shares 2,455 (+14.8%) Est. Cost $164.84 Unrealized +49.1%
BWA BORGWARNER INC 0.0%
Value ($000) $550 (+41.6%) Shares 10,141 (+17.5%) Est. Cost $36.22 Unrealized +44.4%
IWN ISHARES TR 0.0%
Value ($000) $633 (+34.2%) Shares 3,337 (+28.2%) Est. Cost $163.57 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $1,031 (+18.1%) Shares 16,820 (+3.3%) Est. Cost $39.04 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.5%
Value ($000) $17,281 (+0.9%) Shares 26,572 (+5.8%) Est. Cost $515.41 Unrealized
AXIA CENTRAIS ELET BRAS SA 0.0%
Value ($000) $727 (+27.5%) Shares 64,461 (+3.5%) Est. Cost $7.94 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $512 (+44.1%) Shares 13,142 (+40.9%) Est. Cost $32.98 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $355 (+78.9%) Shares 13,380 (+14.1%) Est. Cost $16.27 Unrealized +20.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $979 (+18.9%) Shares 32,088 (+9.7%) Est. Cost $11.10 Unrealized +204.3%
NI NISOURCE INC 0.0%
Value ($000) $783 (+24.6%) Shares 16,780 (+11.5%) Est. Cost $38.00 Unrealized +15.8%
HLN HALEON PLC 0.0%
Value ($000) $503 (+44.1%) Shares 50,285 (+45.6%) Est. Cost $9.54 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $373 (+70.3%) Shares 5,743 (+7.7%) Est. Cost $45.49 Unrealized -0.1%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $416 (+58.6%) Shares 21,693 (+46.8%) Est. Cost $16.87 Unrealized +7.7%
NYT NEW YORK TIMES CO MTN BE 0.0%
Value ($000) $478 (+46.8%) Shares 5,707 (+21.7%) Est. Cost $57.58 Unrealized +25.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $573 (+35.7%) Shares 9,940 (+26.7%) Est. Cost $62.34 Unrealized -6.7%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $453 (+48.8%) Shares 20,151 (+34.2%) Est. Cost $20.59 Unrealized -2.6%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $949 (+18.3%) Shares 12,296 (+19.4%) Est. Cost $77.68 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $1,252 (+13.3%) Shares 13,643 (+5.9%) Est. Cost $45.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1,299 (-10.1%) Shares 6,551 (+21.6%) Est. Cost $283.92 Unrealized -10.8%
IX ORIX CORP 0.0%
Value ($000) $695 (+26.7%) Shares 23,160 (+23.5%) Est. Cost $33.44 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $500 (+41.4%) Shares 16,386 (+10.5%) Est. Cost $20.01 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $476 (+43.6%) Shares 6,310 (+17.5%) Est. Cost $53.30 Unrealized +27.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $2,409 (+6.4%) Shares 7,331 (+13.8%) Est. Cost $347.82 Unrealized +4.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $767 (+23.2%) Shares 4,934 (+19.9%) Est. Cost $139.35 Unrealized +12.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,091 (-11.7%) Shares 5,371 (+11.8%) Est. Cost $251.94 Unrealized -4.4%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $3,246 (+4.6%) Shares 11,795 (+6.1%) Est. Cost $248.51 Unrealized +24.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $477 (+42.6%) Shares 5,951 (+51.8%) Est. Cost $78.19 Unrealized +4.8%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1,265 (+12.6%) Shares 14,947 (+3.0%) Est. Cost $72.15 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $2,435 (-5.5%) Shares 112,396 (+1.7%) Est. Cost $13.43 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $467 (+43.5%) Shares 2,282 (+21.3%) Est. Cost $170.32 Unrealized +19.2%
MTZ MASTEC INC 0.0%
Value ($000) $355 (+64.9%) Shares 1,102 (+11.4%) Est. Cost $190.63 Unrealized +31.2%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $549 (+33.8%) Shares 11,446 (+7.8%) Est. Cost $33.82 Unrealized +25.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $561 (+32.8%) Shares 2,727 (+35.0%) Est. Cost $186.16 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,659 (+9.1%) Shares 7,972 (+9.4%) Est. Cost $165.32 Unrealized +36.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $401 (+52.7%) Shares 1,600 (+12.4%) Est. Cost $183.07 Unrealized +10.2%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $451 (+43.6%) Shares 4,070 (+27.5%) Est. Cost $87.73 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $1,853 (+8.0%) Shares 28,687 (+6.5%) Est. Cost $61.83 Unrealized +22.5%
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $553 (+32.5%) Shares 61,630 (+16.0%) Est. Cost $7.97 Unrealized
WAB WABTEC 0.0%
Value ($000) $666 (+25.6%) Shares 2,666 (+7.2%) Est. Cost $177.70 Unrealized +34.5%
BAP CREDICORP LTD 0.0%
Value ($000) $644 (+26.7%) Shares 1,899 (+7.2%) Est. Cost $188.31 Unrealized +78.9%
HYG ISHARES TR 0.0%
Value ($000) $345 (+64.2%) Shares 4,341 (+66.4%) Est. Cost $80.20 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $3,525 (-3.7%) Shares 21,791 (+1.5%) Est. Cost $116.30 Unrealized +46.1%
AA ALCOA CORP 0.0%
Value ($000) $441 (+44.0%) Shares 6,641 (+15.4%) Est. Cost $43.57 Unrealized +40.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $647 (+25.8%) Shares 14,125 (+10.4%) Est. Cost $31.85 Unrealized +44.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $502 (+35.6%) Shares 2,290 (+31.2%) Est. Cost $224.30 Unrealized -3.4%
GGG GRACO INC 0.0%
Value ($000) $355 (+57.6%) Shares 4,188 (+52.6%) Est. Cost $85.51 Unrealized +4.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $431 (-23.0%) Shares 10,674 (+28.4%) Est. Cost $73.06 Unrealized -22.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $416 (+44.3%) Shares 7,383 (+35.4%) Est. Cost $60.02 Unrealized -0.6%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $383 (+49.6%) Shares 1,335 (+22.4%) Est. Cost $229.00 Unrealized +14.9%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $393 (+47.3%) Shares 9,799 (+51.4%) Est. Cost $40.89 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $1,087 (+13.1%) Shares 8,591 (+15.2%) Est. Cost $104.74 Unrealized +24.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $488 (+34.4%) Shares 7,800 (+34.0%) Est. Cost $61.97 Unrealized +3.6%
EIX EDISON INTL 0.0%
Value ($000) $420 (+42.3%) Shares 5,736 (+16.7%) Est. Cost $61.11 Unrealized +5.8%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $394 (+45.8%) Shares 8,856 (+50.3%) Est. Cost $42.91 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $552 (+28.8%) Shares 5,839 (+23.9%) Est. Cost $88.18 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $340 (+56.9%) Shares 2,597 (+3.5%) Est. Cost $86.22 Unrealized +21.7%
SSL SASOL LTD 0.0%
Value ($000) $190 (+182.4%) Shares 14,678 (+41.8%) Est. Cost $8.41 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $647 (+23.4%) Shares 4,765 (+10.6%) Est. Cost $111.05 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $797 (+18.1%) Shares 730 (+9.3%) Est. Cost $988.87 Unrealized +10.7%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $802 (+18.0%) Shares 11,277 (+15.5%) Est. Cost $62.79 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $560 (+27.8%) Shares 2,287 (+2.7%) Est. Cost $147.46 Unrealized +83.7%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $323 (+59.0%) Shares 4,235 (+33.0%) Est. Cost $80.18 Unrealized -9.3%
ITT ITT INC 0.0%
Value ($000) $525 (+29.5%) Shares 2,754 (+17.9%) Est. Cost $154.48 Unrealized +23.3%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $17,231 (-0.7%) Shares 29,854 (+5.7%) Est. Cost $488.99 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value ($000) $598 (+24.5%) Shares 8,983 (+9.9%) Est. Cost $40.29 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $346 (+51.5%) Shares 2,016 (+38.0%) Est. Cost $151.94 Unrealized +15.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $786 (+17.4%) Shares 3,791 (+17.9%) Est. Cost $159.56 Unrealized +27.2%
REG REGENCY CTRS CORP 0.0%
Value ($000) $350 (+49.7%) Shares 4,632 (+36.6%) Est. Cost $66.46 Unrealized +2.3%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $2,591 (+4.7%) Shares 12,570 (+8.7%) Est. Cost $194.69 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $602 (+23.3%) Shares 10,600 (+18.8%) Est. Cost $49.56 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $635 (+21.7%) Shares 9,318 (+15.1%) Est. Cost $32.02 Unrealized
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $1,363 (+8.9%) Shares 14,387 (+4.1%) Est. Cost $59.49 Unrealized +59.0%
ATI ATI INC 0.0%
Value ($000) $346 (+46.5%) Shares 2,378 (+15.5%) Est. Cost $102.06 Unrealized +29.0%
HTHT H WORLD GROUP LTD 0.0%
Value ($000) $417 (+35.7%) Shares 8,287 (+27.0%) Est. Cost $47.74 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $461 (+31.0%) Shares 4,242 (+10.3%) Est. Cost $73.72 Unrealized +57.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $704 (+18.2%) Shares 6,223 (+3.7%) Est. Cost $89.74 Unrealized +17.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $835 (+14.7%) Shares 30,392 (+20.4%) Est. Cost $18.21 Unrealized +55.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,400 (+8.2%) Shares 1,811 (+8.1%) Est. Cost $622.88 Unrealized +23.5%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $2,538 (-4.0%) Shares 504,501 (+1.2%) Est. Cost $4.08 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $439 (+31.0%) Shares 809 (+8.2%) Est. Cost $375.82 Unrealized +37.7%
ECL ECOLAB INC 0.1%
Value ($000) $1,990 (+5.5%) Shares 7,479 (+4.1%) Est. Cost $226.29 Unrealized +26.5%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $775 (+15.3%) Shares 2,757 (+2.9%) Est. Cost $200.04 Unrealized +36.0%
DGT SPDR SERIES TRUST 0.0%
Value ($000) $1,172 (+9.6%) Shares 6,910 (+7.7%) Est. Cost $145.68 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $333 (+43.8%) Shares 6,413 (+26.1%) Est. Cost $46.90 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $345 (+41.6%) Shares 5,987 (+28.6%) Est. Cost $49.22 Unrealized +17.5%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $415 (+32.3%) Shares 3,613 (+27.8%) Est. Cost $108.05 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $1,099 (+10.1%) Shares 10,246 (+12.5%) Est. Cost $78.18 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $631 (+18.9%) Shares 6,467 (+15.5%) Est. Cost $94.32 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $862 (+13.2%) Shares 5,096 (+9.2%) Est. Cost $155.91 Unrealized +14.5%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $562 (+21.5%) Shares 37,426 (+6.9%) Est. Cost $10.58 Unrealized
JBL JABIL INC 0.0%
Value ($000) $483 (+25.9%) Shares 1,818 (+8.1%) Est. Cost $164.65 Unrealized +50.6%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,193 (+8.9%) Shares 17,943 (+13.7%) Est. Cost $61.74 Unrealized +13.1%
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $336 (+40.7%) Shares 11,680 (+28.1%) Est. Cost $27.87 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $391 (+33.0%) Shares 1,882 (+16.4%) Est. Cost $171.77 Unrealized +19.2%
DSI ISHARES TR 0.0%
Value ($000) $640 (+17.7%) Shares 5,279 (+25.2%) Est. Cost $107.90 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $775 (-11.0%) Shares 20,679 (+6.9%) Est. Cost $35.05 Unrealized +9.1%
GRMN GARMIN LTD 0.0%
Value ($000) $355 (+36.3%) Shares 1,530 (+19.2%) Est. Cost $212.87 Unrealized +0.8%
VTRS VIATRIS INC 0.0%
Value ($000) $583 (+18.9%) Shares 43,142 (+9.6%) Est. Cost $9.35 Unrealized +50.6%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,081 (+4.7%) Shares 67,221 (+1.7%) Est. Cost $31.99 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $357 (+34.6%) Shares 15,562 (+35.3%) Est. Cost $22.96 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $359 (-20.3%) Shares 7,574 (+15.0%) Est. Cost $64.92 Unrealized -17.6%
PKX POSCO HOLDINGS INC 0.0%
Value ($000) $530 (+20.8%) Shares 9,066 (+9.9%) Est. Cost $49.46 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $349 (+35.2%) Shares 19,873 (+23.7%) Est. Cost $17.27 Unrealized -5.1%
BPOP POPULAR INC 0.0%
Value ($000) $394 (+29.3%) Shares 2,933 (+20.0%) Est. Cost $107.76 Unrealized +25.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,311 (+7.2%) Shares 6,613 (+23.2%) Est. Cost $184.36 Unrealized +12.1%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $2,372 (+3.8%) Shares 25,422 (+4.8%) Est. Cost $66.72 Unrealized +42.8%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $399 (+27.5%) Shares 2,110 (+14.6%) Est. Cost $155.32 Unrealized +8.9%
EXC EXELON CORP 0.0%
Value ($000) $555 (+18.0%) Shares 11,318 (+5.0%) Est. Cost $41.59 Unrealized +8.5%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $295 (+39.5%) Shares 1,110 (+35.0%) Est. Cost $264.75 Unrealized +4.1%
AME AMETEK INC 0.0%
Value ($000) $542 (+17.9%) Shares 2,526 (+13.0%) Est. Cost $186.51 Unrealized +19.7%
IGM ISHARES TR 0.0%
Value ($000) $729 (+12.7%) Shares 6,149 (+22.9%) Est. Cost $104.21 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $400 (+25.6%) Shares 5,759 (+13.9%) Est. Cost $58.08 Unrealized +17.4%
MMM 3M CO 0.0%
Value ($000) $1,284 (-5.9%) Shares 8,840 (+3.7%) Est. Cost $113.12 Unrealized +44.9%
AVGV AMERICAN CENTY ETF TR 0.0%
Value ($000) $285 (+38.5%) Shares 3,669 (+30.7%) Est. Cost $72.04 Unrealized
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $266 (+41.2%) Shares 16,750 (+5.3%) Est. Cost $11.28 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,116 (+7.5%) Shares 16,223 (+8.6%) Est. Cost $69.13 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $486 (+18.8%) Shares 11,141 (+3.0%) Est. Cost $34.96 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value ($000) $814 (+10.3%) Shares 4,903 (+6.7%) Est. Cost $98.75 Unrealized +83.6%
R RYDER SYS INC 0.0%
Value ($000) $289 (+34.8%) Shares 1,413 (+26.0%) Est. Cost $185.07 Unrealized +9.7%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $433 (+20.5%) Shares 7,222 (+17.4%) Est. Cost $51.74 Unrealized +22.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $681 (-9.6%) Shares 26,315 (+6.6%) Est. Cost $18.30 Unrealized +69.5%
CX CEMEX SA EURO MTN BE 144A 0.0%
Value ($000) $535 (+15.7%) Shares 46,764 (+16.2%) Est. Cost $8.70 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $296 (+31.2%) Shares 5,531 (+55.3%) Est. Cost $66.08 Unrealized -9.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $242 (-22.5%) Shares 1,418 (+2.5%) Est. Cost $217.40 Unrealized -3.3%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $297 (+30.4%) Shares 3,667 (+29.3%) Est. Cost $79.71 Unrealized +2.3%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,247 (+5.8%) Shares 13,235 (+1.1%) Est. Cost $77.67 Unrealized
BOXX EA SERIES TRUST 0.0%
Value ($000) $433 (+18.7%) Shares 3,724 (+17.5%) Est. Cost $111.58 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,135 (+3.2%) Shares 43,679 (+4.1%) Est. Cost $49.05 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $529 (+14.2%) Shares 2,227 (+21.6%) Est. Cost $190.97 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $292 (-18.3%) Shares 3,951 (+38.3%) Est. Cost $105.33 Unrealized +19.1%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $548 (+13.6%) Shares 22,891 (+7.4%) Est. Cost $15.71 Unrealized +56.4%
MTB M & T BK CORP 0.0%
Value ($000) $484 (+15.3%) Shares 2,340 (+12.3%) Est. Cost $177.31 Unrealized +24.7%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $410 (+18.4%) Shares 4,070 (+4.2%) Est. Cost $69.76 Unrealized +34.0%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $338 (+23.0%) Shares 7,052 (+24.8%) Est. Cost $48.56 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $345 (+22.3%) Shares 1,628 (+12.2%) Est. Cost $176.12 Unrealized +21.5%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $639 (+10.9%) Shares 6,539 (+2.6%) Est. Cost $71.90 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $1,056 (-5.6%) Shares 8,393 (+6.8%) Est. Cost $81.85 Unrealized +48.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $441 (+16.4%) Shares 6,868 (+26.4%) Est. Cost $53.94 Unrealized +47.0%
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value ($000) $999 (+6.6%) Shares 1,620 (+4.3%) Est. Cost $546.42 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $329 (+23.3%) Shares 7,090 (+18.4%) Est. Cost $38.00 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $579 (+11.9%) Shares 158,680 (+2.1%) Est. Cost $2.75 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $609 (+11.2%) Shares 3,091 (+22.6%) Est. Cost $224.82 Unrealized +4.3%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $511 (+13.3%) Shares 2,051 (+9.0%) Est. Cost $214.28 Unrealized +26.4%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $284 (+26.6%) Shares 1,047 (+21.3%) Est. Cost $291.53 Unrealized -11.3%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $1,093 (+5.7%) Shares 10,701 (+17.3%) Est. Cost $125.03 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $380 (+18.2%) Shares 1,493 (+3.3%) Est. Cost $181.67 Unrealized +48.6%
URTH ISHARES INC 0.0%
Value ($000) $1,073 (+5.7%) Shares 5,961 (+9.1%) Est. Cost $146.97 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $173 (+49.7%) Shares 72,565 (+25.3%) Est. Cost $2.11 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $834 (+7.4%) Shares 6,588 (+7.3%) Est. Cost $126.59 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $307 (+22.9%) Shares 3,833 (+21.5%) Est. Cost $80.97 Unrealized +11.7%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $2,067 (+2.8%) Shares 44,065 (+2.6%) Est. Cost $36.17 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $643 (-8.1%) Shares 1,621 (+8.9%) Est. Cost $512.04 Unrealized -7.9%
AEE AMEREN CORP 0.0%
Value ($000) $303 (+22.8%) Shares 2,761 (+11.5%) Est. Cost $95.42 Unrealized +9.7%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $688 (-7.5%) Shares 1,432 (+8.2%) Est. Cost $366.23 Unrealized +48.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $417 (-11.8%) Shares 6,795 (+19.3%) Est. Cost $74.62 Unrealized +2.9%
L LOEWS CORP 0.0%
Value ($000) $725 (+8.3%) Shares 6,789 (+6.9%) Est. Cost $77.49 Unrealized +37.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $3,335 (-1.6%) Shares 46,361 (+11.7%) Est. Cost $65.74 Unrealized +19.7%
DXCM DEXCOM INC 0.0%
Value ($000) $269 (+26.0%) Shares 4,283 (+33.1%) Est. Cost $77.24 Unrealized -8.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $281 (+24.4%) Shares 1,876 (+14.4%) Est. Cost $139.25 Unrealized +12.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $889 (+6.6%) Shares 3,097 (+7.2%) Est. Cost $253.59 Unrealized +17.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $998 (+5.8%) Shares 5,350 (+5.0%) Est. Cost $136.91 Unrealized +34.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $748 (+7.8%) Shares 3,671 (+8.1%) Est. Cost $164.32 Unrealized +23.3%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $287 (+22.9%) Shares 1,739 (+23.5%) Est. Cost $176.08 Unrealized +4.8%
HOLX HOLOGIC INC 0.0%
Value ($000) $291 (+22.4%) Shares 3,851 (+20.6%) Est. Cost $73.40 Unrealized +2.2%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $360 (+17.1%) Shares 9,722 (+15.5%) Est. Cost $40.54 Unrealized -13.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $309 (-14.4%) Shares 934 (+3.0%) Est. Cost $315.92 Unrealized +11.8%
ROKU ROKU INC 0.0%
Value ($000) $451 (+12.7%) Shares 4,767 (+29.3%) Est. Cost $95.39 Unrealized +3.2%
PPL PPL CORP 0.0%
Value ($000) $424 (+13.6%) Shares 11,102 (+4.1%) Est. Cost $26.91 Unrealized +34.6%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $640 (+8.3%) Shares 4,692 (+7.3%) Est. Cost $108.80 Unrealized +37.8%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $628 (-7.0%) Shares 2,064 (+2.8%) Est. Cost $252.56 Unrealized +33.0%
NTRA NATERA INC 0.0%
Value ($000) $531 (-8.1%) Shares 2,656 (+5.2%) Est. Cost $160.19 Unrealized +41.0%
ZTS ZOETIS INC 0.0%
Value ($000) $1,014 (+4.9%) Shares 8,576 (+11.6%) Est. Cost $163.27 Unrealized -22.8%
HUBB HUBBELL INC 0.0%
Value ($000) $301 (+18.4%) Shares 614 (+7.2%) Est. Cost $382.22 Unrealized +29.6%
BBY BEST BUY INC 0.0%
Value ($000) $292 (+18.9%) Shares 4,554 (+24.0%) Est. Cost $69.51 Unrealized -3.7%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $293 (+18.8%) Shares 4,733 (+3.9%) Est. Cost $51.78 Unrealized +23.8%
UNG UNITED STS NAT GAS FD LP 0.0%
Value ($000) $302 (+18.1%) Shares 25,782 (+23.5%) Est. Cost $12.59 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $2,103 (+2.2%) Shares 29,966 (+1.1%) Est. Cost $52.28 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $384 (+13.6%) Shares 9,634 (+10.2%) Est. Cost $41.98 Unrealized +4.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,379 (+3.4%) Shares 10,523 (+4.7%) Est. Cost $108.28 Unrealized +37.1%
ARKF ARK ETF TR 0.0%
Value ($000) $807 (-5.3%) Shares 21,227 (+18.7%) Est. Cost $22.30 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $686 (+7.0%) Shares 9,559 (+6.8%) Est. Cost $59.43 Unrealized
QDIV GLOBAL X FDS 0.0%
Value ($000) $536 (+9.1%) Shares 14,586 (+2.8%) Est. Cost $32.09 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $404 (+12.2%) Shares 1,846 (+10.1%) Est. Cost $212.09 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1,069 (-3.9%) Shares 31,052 (+1.2%) Est. Cost $25.07 Unrealized +48.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $429 (+10.8%) Shares 4,276 (+13.8%) Est. Cost $92.75 Unrealized +16.5%
FTS FORTIS INC 0.0%
Value ($000) $314 (+15.2%) Shares 5,628 (+7.3%) Est. Cost $47.69 Unrealized +12.0%
HAS HASBRO INC 0.0%
Value ($000) $289 (+16.4%) Shares 3,083 (+2.0%) Est. Cost $78.32 Unrealized +18.3%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $403 (+11.2%) Shares 12,243 (+10.6%) Est. Cost $26.54 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $299 (-11.9%) Shares 24,309 (+1.9%) Est. Cost $8.99 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $254 (+18.7%) Shares 2,451 (+15.4%) Est. Cost $120.46 Unrealized -5.0%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $554 (-6.7%) Shares 80,375 (+1.5%) Est. Cost $7.31 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $317 (+14.3%) Shares 1,716 (+3.7%) Est. Cost $146.37 Unrealized +17.2%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $701 (-5.1%) Shares 24,661 (+3.8%) Est. Cost $23.96 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $825 (+4.8%) Shares 14,555 (+5.8%) Est. Cost $56.04 Unrealized
NXG NEXTGEN INFRASTR INCM FD 0.0%
Value ($000) $370 (+11.3%) Shares 6,733 (+2.3%) Est. Cost $50.60 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $198 (+23.1%) Shares 22,680 (+31.3%) Est. Cost $9.17 Unrealized
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $717 (+5.5%) Shares 67,534 (+11.9%) Est. Cost $9.86 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $1,054 (+3.7%) Shares 16,985 (+7.5%) Est. Cost $62.41 Unrealized
SUZ SUZANO S A 0.0%
Value ($000) $224 (+19.9%) Shares 22,356 (+11.8%) Est. Cost $9.79 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $267 (+16.1%) Shares 2,208 (+9.9%) Est. Cost $108.21 Unrealized +18.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $293 (+14.4%) Shares 3,248 (+30.0%) Est. Cost $93.35 Unrealized +8.4%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $638 (+6.1%) Shares 3,464 (+2.2%) Est. Cost $162.43 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $345 (+11.3%) Shares 1,136 (+5.8%) Est. Cost $280.41 Unrealized +16.5%
IVZ INVESCO LTD 0.0%
Value ($000) $372 (+10.3%) Shares 15,313 (+19.3%) Est. Cost $22.35 Unrealized +22.8%
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $694 (+5.2%) Shares 27,174 (+3.1%) Est. Cost $23.99 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $261 (+15.1%) Shares 5,146 (+1.7%) Est. Cost $42.55 Unrealized +10.7%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $1,035 (-3.1%) Shares 20,956 (+3.1%) Est. Cost $50.05 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $309 (+12.1%) Shares 4,190 (+15.0%) Est. Cost $71.37 Unrealized +9.4%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $324 (+11.4%) Shares 41,005 (+18.4%) Est. Cost $6.97 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $787 (+4.4%) Shares 72,285 (+8.4%) Est. Cost $11.19 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $318 (+11.5%) Shares 3,750 (+27.6%) Est. Cost $92.05 Unrealized -0.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,098 (-2.9%) Shares 15,159 (+2.8%) Est. Cost $60.32 Unrealized +33.7%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $464 (+7.6%) Shares 10,994 (+6.2%) Est. Cost $40.22 Unrealized
CPRT COPART INC 0.0%
Value ($000) $260 (+14.2%) Shares 7,832 (+34.7%) Est. Cost $45.11 Unrealized -13.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $341 (-8.4%) Shares 3,117 (+2.8%) Est. Cost $107.64 Unrealized +19.3%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $284 (-10.0%) Shares 889 (+5.7%) Est. Cost $259.88 Unrealized +41.7%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $558 (+5.8%) Shares 2,629 (+2.9%) Est. Cost $175.26 Unrealized +29.1%
XYZ BLOCK INC 0.0%
Value ($000) $883 (-3.3%) Shares 14,675 (+4.5%) Est. Cost $63.15 Unrealized -4.5%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $305 (+10.7%) Shares 1,498 (+11.3%) Est. Cost $186.51 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $1,492 (-1.9%) Shares 8,369 (+2.6%) Est. Cost $109.64 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $277 (+11.9%) Shares 3,075 (+9.5%) Est. Cost $80.42 Unrealized +15.2%
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $125 (+30.6%) Shares 10,761 (+3.6%) Est. Cost $6.15 Unrealized +93.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $845 (+3.5%) Shares 9,151 (+2.3%) Est. Cost $90.09 Unrealized +5.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $278 (+11.6%) Shares 4,064 (+13.6%) Est. Cost $63.52 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $392 (-6.8%) Shares 7,344 (+4.8%) Est. Cost $52.66 Unrealized +17.4%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $880 (+3.3%) Shares 20,071 (+4.5%) Est. Cost $37.60 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $312 (+9.7%) Shares 1,712 (+7.5%) Est. Cost $138.36 Unrealized +50.2%
CG CARLYLE GROUP INC 0.0%
Value ($000) $229 (-10.6%) Shares 4,730 (+9.2%) Est. Cost $61.08 Unrealized -3.4%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $658 (-3.9%) Shares 8,188 (+3.1%) Est. Cost $69.37 Unrealized +27.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $447 (-5.5%) Shares 64,380 (+5.7%) Est. Cost $2.65 Unrealized +205.0%
OEF ISHARES TR 0.0%
Value ($000) $588 (-4.2%) Shares 1,848 (+3.4%) Est. Cost $314.70 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $670 (+3.9%) Shares 1,949 (+6.8%) Est. Cost $208.99 Unrealized +73.7%
USHY ISHARES TR 0.0%
Value ($000) $723 (+3.6%) Shares 19,627 (+5.2%) Est. Cost $36.26 Unrealized
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $491 (+5.3%) Shares 14,266 (+7.0%) Est. Cost $30.29 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $282 (+9.6%) Shares 1,423 (+9.4%) Est. Cost $205.18 Unrealized +1.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $215 (-10.0%) Shares 600 (+4.5%) Est. Cost $428.39 Unrealized -6.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $856 (+2.9%) Shares 10,796 (+3.5%) Est. Cost $78.59 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $349 (-6.3%) Shares 8,746 (+7.1%) Est. Cost $28.40 Unrealized +46.4%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $954 (+2.5%) Shares 7,053 (+4.4%) Est. Cost $94.93 Unrealized +44.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,437 (-1.6%) Shares 19,284 (+7.5%) Est. Cost $55.63 Unrealized +47.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $364 (-5.8%) Shares 696 (+9.1%) Est. Cost $531.26 Unrealized +26.1%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $244 (+9.6%) Shares 896 (+15.8%) Est. Cost $285.67 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $431 (+5.2%) Shares 6,215 (+2.2%) Est. Cost $54.05 Unrealized +29.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $344 (+6.5%) Shares 11,418 (+10.4%) Est. Cost $31.11 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,391 (+1.5%) Shares 54,259 (+6.6%) Est. Cost $27.88 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $189 (+12.2%) Shares 31,298 (+11.9%) Est. Cost $6.03 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $355 (+6.2%) Shares 9,079 (+10.2%) Est. Cost $40.74 Unrealized
BNS BANK NOVA SCOTIA B C 0.0%
Value ($000) $1,287 (-1.6%) Shares 18,565 (+4.7%) Est. Cost $54.49 Unrealized +37.5%
MFS INTER INCOME TR 0.0%
Value ($000) $65 (+44.1%) Shares 25,797 (+49.9%) Est. Cost $2.58 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $809 (+2.4%) Shares 8,678 (+4.1%) Est. Cost $94.69 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $226 (+9.0%) Shares 3,430 (+10.6%) Est. Cost $68.08 Unrealized +8.8%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $551 (-3.3%) Shares 30,591 (+8.6%) Est. Cost $16.14 Unrealized +23.9%
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value ($000) $365 (+5.3%) Shares 6,335 (+7.0%) Est. Cost $46.77 Unrealized +30.1%
EEMV ISHARES INC 0.0%
Value ($000) $544 (+3.5%) Shares 8,410 (+2.4%) Est. Cost $55.76 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $273 (-6.3%) Shares 10,392 (+4.3%) Est. Cost $26.33 Unrealized +2.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $307 (-5.6%) Shares 1,224 (+3.6%) Est. Cost $243.11 Unrealized +3.6%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1,249 (+1.4%) Shares 2,575 (+21.5%) Est. Cost $378.47 Unrealized +31.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $587 (-2.7%) Shares 2,543 (+19.3%) Est. Cost $199.50 Unrealized +27.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $1,586 (-1.0%) Shares 7,587 (+7.7%) Est. Cost $203.70 Unrealized +12.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $247 (+7.0%) Shares 1,770 (+4.7%) Est. Cost $104.23 Unrealized +40.9%
BUXX EA SERIES TRUST 0.0%
Value ($000) $390 (+4.3%) Shares 19,242 (+4.3%) Est. Cost $20.28 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $524 (+3.1%) Shares 8,958 (+3.4%) Est. Cost $58.09 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $245 (+6.7%) Shares 674 (+1.2%) Est. Cost $325.47 Unrealized +14.1%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $241 (+6.5%) Shares 2,610 (+8.3%) Est. Cost $97.03 Unrealized +4.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $253 (+6.0%) Shares 1,546 (+17.7%) Est. Cost $179.88 Unrealized +0.3%
ARKK ARK ETF TR 0.0%
Value ($000) $279 (-4.9%) Shares 4,124 (+8.3%) Est. Cost $44.55 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $592 (-2.3%) Shares 3,234 (+29.1%) Est. Cost $297.27 Unrealized -0.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $610 (+2.3%) Shares 13,478 (+32.1%) Est. Cost $63.51 Unrealized -21.2%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $245 (+5.7%) Shares 7,607 (+3.9%) Est. Cost $30.46 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $840 (-1.5%) Shares 32,156 (+2.1%) Est. Cost $18.75 Unrealized +54.6%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $325 (+4.2%) Shares 1,625 (+4.3%) Est. Cost $200.06 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $238 (+5.8%) Shares 4,021 (+12.8%) Est. Cost $62.70 Unrealized -1.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $463 (-2.7%) Shares 1,308 (+22.4%) Est. Cost $487.77 Unrealized -22.5%
AIZ ASSURANT INC 0.0%
Value ($000) $377 (-3.3%) Shares 1,733 (+6.9%) Est. Cost $189.99 Unrealized +22.2%
IBB ISHARES TR 0.0%
Value ($000) $340 (+3.9%) Shares 2,011 (+3.9%) Est. Cost $168.77 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $338 (-3.5%) Shares 998 (+5.3%) Est. Cost $404.19 Unrealized -11.8%
NTAP NETAPP INC 0.0%
Value ($000) $613 (-1.9%) Shares 5,991 (+2.6%) Est. Cost $102.54 Unrealized -0.7%
DIA STATE STR SPDR DOW JONES IND 0.1%
Value ($000) $4,075 (+0.3%) Shares 8,797 (+4.1%) Est. Cost $404.25 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $359 (+3.4%) Shares 2,508 (+7.6%) Est. Cost $123.55 Unrealized +27.0%
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,103 (-1.1%) Shares 52,446 (+1.2%) Est. Cost $21.48 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $260 (+4.6%) Shares 1,868 (+5.3%) Est. Cost $133.08 Unrealized +12.7%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $289 (-3.8%) Shares 2,109 (+1.6%) Est. Cost $134.86 Unrealized +19.5%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $110 (+11.6%) Shares 14,653 (+16.2%) Est. Cost $7.79 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $441 (-2.5%) Shares 7,438 (+5.7%) Est. Cost $48.82 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $719 (+1.6%) Shares 29,097 (+2.3%) Est. Cost $33.68 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $2,977 (+0.4%) Shares 6,666 (+1.9%) Est. Cost $435.13 Unrealized +7.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $288 (+3.7%) Shares 2,996 (+3.6%) Est. Cost $92.22 Unrealized +3.9%
GTLS CHART INDS INC 0.0%
Value ($000) $250 (+4.2%) Shares 1,208 (+4.0%) Est. Cost $202.81 Unrealized +2.1%
ALC ALCON AG 0.0%
Value ($000) $404 (+2.5%) Shares 5,368 (+7.2%) Est. Cost $84.18 Unrealized -4.4%
OUSA ALPS ETF TR 0.0%
Value ($000) $676 (+1.4%) Shares 12,146 (+5.1%) Est. Cost $47.63 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $58 (-14.0%) Shares 27,444 (+15.2%) Est. Cost $4.04 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $803 (+1.2%) Shares 16,889 (+1.8%) Est. Cost $47.80 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $266 (+3.5%) Shares 14,914 (+1.7%) Est. Cost $15.64 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $251 (+3.6%) Shares 461 (+1.5%) Est. Cost $487.89 Unrealized +23.6%
GABELLI EQUITY TR INC 0.0%
Value ($000) $150 (-5.5%) Shares 26,793 (+4.1%) Est. Cost $6.15 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $291 (-2.9%) Shares 2,286 (+1.0%) Est. Cost $123.47 Unrealized +12.2%
LIF LIFE360 INC 0.0%
Value ($000) $456 (-1.8%) Shares 11,162 (+54.3%) Est. Cost $74.63 Unrealized -23.7%
SAN BANCO SANTANDER SA 0.1%
Value ($000) $2,961 (-0.3%) Shares 262,481 (+3.7%) Est. Cost $6.85 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $394 (+2.0%) Shares 15,047 (+3.9%) Est. Cost $26.46 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $527 (-1.4%) Shares 1,977 (+1.7%) Est. Cost $293.35 Unrealized -4.3%
AON AON PLC 0.0%
Value ($000) $882 (-0.8%) Shares 2,733 (+8.4%) Est. Cost $350.55 Unrealized -4.1%
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $289 (+2.6%) Shares 30,041 (+6.2%) Est. Cost $9.38 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $300 (-2.4%) Shares 2,512 (+11.2%) Est. Cost $124.92 Unrealized +9.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $451 (+1.5%) Shares 18,951 (+2.4%) Est. Cost $17.07 Unrealized +29.3%
RELX RELX PLC 0.0%
Value ($000) $679 (+0.9%) Shares 20,470 (+23.1%) Est. Cost $42.38 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $344 (+1.8%) Shares 1,588 (+21.6%) Est. Cost $256.82 Unrealized -6.4%
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $656 (-0.9%) Shares 109,127 (+6.4%) Est. Cost $6.42 Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $30 (-15.8%) Shares 16,000 (+14.3%) Est. Cost $4.04 Unrealized -33.0%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $285 (+2.0%) Shares 2,915 (+14.9%) Est. Cost $102.09 Unrealized +7.9%
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $357 (+1.5%) Shares 2,652 (+9.6%) Est. Cost $106.33 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $307 (+1.7%) Shares 1,943 (+17.5%) Est. Cost $167.60 Unrealized +4.7%
BEKE KE HLDGS INC 0.0%
Value ($000) $203 (-2.5%) Shares 13,555 (+2.7%) Est. Cost $18.73 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $172 (+3.0%) Shares 13,380 (+20.0%) Est. Cost $15.97 Unrealized -12.6%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $248 (-2.0%) Shares 1,716 (+8.7%) Est. Cost $146.56 Unrealized +12.9%
ETSY ETSY INC 0.0%
Value ($000) $217 (-2.1%) Shares 4,346 (+8.6%) Est. Cost $59.57 Unrealized -6.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $556 (-0.8%) Shares 3,536 (+22.5%) Est. Cost $182.97 Unrealized -8.3%
PAC GRUPO AEROPORTUNARIO DEL PAC 0.0%
Value ($000) $406 (+1.0%) Shares 1,644 (+7.9%) Est. Cost $232.55 Unrealized
CREDIT SUISSE ASSET MGMT 0.0%
Value ($000) $47 (+9.1%) Shares 18,244 (+20.7%) Est. Cost $2.78 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $283 (+1.3%) Shares 224 (+12.0%) Est. Cost $1398.27 Unrealized +1.1%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $228 (+1.6%) Shares 2,515 (+1.6%) Est. Cost $87.95 Unrealized +7.6%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $177 (+1.9%) Shares 17,974 (+7.0%) Est. Cost $10.11 Unrealized
NUMG NUSHARES ETF TR 0.0%
Value ($000) $249 (-1.1%) Shares 6,070 (+14.9%) Est. Cost $47.48 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $497 (-0.5%) Shares 3,304 (+6.8%) Est. Cost $123.05 Unrealized +32.6%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $435 (-0.5%) Shares 16,170 (+2.6%) Est. Cost $27.15 Unrealized
USIG ISHARES TR 0.1%
Value ($000) $4,233 (+0.1%) Shares 82,626 (+1.1%) Est. Cost $51.95 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $563 (+0.3%) Shares 32,907 (+3.8%) Est. Cost $18.03 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $279 (+0.3%) Shares 11,184 (+5.0%) Est. Cost $23.56 Unrealized +6.7%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $9 (+7.4%) Shares 14,562 (+38.7%) Est. Cost $1.07 Unrealized -21.5%
OPK OPKO HEALTH INC 0.0%
Value ($000) $14 (-1.6%) Shares 12,501 (+8.7%) Est. Cost $1.38 Unrealized -8.3%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $226 (-0.1%) Shares 1,694 (+5.4%) Est. Cost $140.45 Unrealized

Exited Positions (135)

SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $20,458 Shares 30,000 Est. Cost $515.41 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $5,655 Shares 50,000 Est. Cost $39.32 Unrealized +143.5%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $3,915 Shares 42,583 Est. Cost $78.09 Unrealized
DJP BARCLAYS BANK PLC 0.1%
Value ($000) $2,877 Shares 113,029 Est. Cost $25.45 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $1,474 Shares 32,018 Est. Cost $45.78 Unrealized
DCRE DOUBLELINE ETF TRUST 0.0%
Value ($000) $1,465 Shares 28,230 Est. Cost $51.96 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $1,406 Shares 95,651 Est. Cost $13.57 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $1,277 Shares 37,251 Est. Cost $15.33 Unrealized
GOEX GLOBAL X FDS 0.0%
Value ($000) $1,166 Shares 14,465 Est. Cost $37.99 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $1,026 Shares 14,297 Est. Cost $47.27 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $902 Shares 5,440 Est. Cost $162.47 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $869 Shares 16,776 Est. Cost $34.21 Unrealized +70.7%
DABS DOUBLELINE ETF TRUST 0.0%
Value ($000) $725 Shares 14,237 Est. Cost $50.91 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $721 Shares 40,551 Est. Cost $14.04 Unrealized +35.9%
FIRST TR ENHANCED EQUITY INC 0.0%
Value ($000) $687 Shares 31,217 Est. Cost $20.09 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $650 Shares 5,888 Est. Cost $109.32 Unrealized +10.2%
BRO BROWN & BROWN INC 0.0%
Value ($000) $646 Shares 8,101 Est. Cost $103.53 Unrealized -28.3%
NEUBERGER NEXT GENERATION 0.0%
Value ($000) $641 Shares 44,386 Est. Cost $15.33 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $605 Shares 2,818 Est. Cost $247.39 Unrealized -30.2%
IGV ISHARES TR 0.0%
Value ($000) $583 Shares 5,514 Est. Cost $129.94 Unrealized
DQ DAQO NEW ENERGY CORP 0.0%
Value ($000) $576 Shares 19,518 Est. Cost $28.35 Unrealized
SETM SPROTT FDS TR 0.0%
Value ($000) $565 Shares 19,516 Est. Cost $28.95 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $549 Shares 6,637 Est. Cost $83.05 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $542 Shares 5,339 Est. Cost $80.31 Unrealized +27.8%
ITAN EA SERIES TRUST 0.0%
Value ($000) $531 Shares 14,344 Est. Cost $37.04 Unrealized
REMX VANECK ETF TRUST 0.0%
Value ($000) $530 Shares 7,173 Est. Cost $65.82 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $518 Shares 7,291 Est. Cost $60.26 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $501 Shares 1,486 Est. Cost $483.22 Unrealized -18.8%
DFJ WISDOMTREE TR 0.0%
Value ($000) $487 Shares 5,053 Est. Cost $80.46 Unrealized
GARP ISHARES TR 0.0%
Value ($000) $473 Shares 6,940 Est. Cost $68.10 Unrealized
TOST TOAST INC 0.0%
Value ($000) $466 Shares 13,117 Est. Cost $28.09 Unrealized +10.4%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $436 Shares 6,268 Est. Cost $37.94 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $417 Shares 3,669 Est. Cost $57.20 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $411 Shares 8,034 Est. Cost $51.19 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $408 Shares 972 Est. Cost $290.24 Unrealized +29.6%
RING ISHARES INC 0.0%
Value ($000) $399 Shares 5,423 Est. Cost $43.78 Unrealized
BBRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $398 Shares 4,294 Est. Cost $89.79 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value ($000) $392 Shares 11,154 Est. Cost $39.74 Unrealized -2.2%
ISTB ISHARES TR 0.0%
Value ($000) $389 Shares 7,977 Est. Cost $48.74 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $382 Shares 4,396 Est. Cost $68.37 Unrealized +35.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $377 Shares 5,528 Est. Cost $53.83 Unrealized +9.1%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $375 Shares 2,310 Est. Cost $232.14 Unrealized -51.2%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $370 Shares 2,321 Est. Cost $211.66 Unrealized -34.8%
CHAT TIDAL TRUST II 0.0%
Value ($000) $362 Shares 6,141 Est. Cost $58.96 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $360 Shares 13,257 Est. Cost $25.98 Unrealized -6.1%
FLRT PACER FDS TR 0.0%
Value ($000) $359 Shares 7,621 Est. Cost $47.39 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $355 Shares 3,778 Est. Cost $93.97 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $352 Shares 6,444 Est. Cost $50.68 Unrealized +7.6%
LEMB ISHARES INC 0.0%
Value ($000) $348 Shares 8,370 Est. Cost $41.57 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $347 Shares 3,793 Est. Cost $87.28 Unrealized -4.7%
ZS ZSCALER INC 0.0%
Value ($000) $340 Shares 1,511 Est. Cost $222.82 Unrealized -13.2%
PSFF PACER FDS TR 0.0%
Value ($000) $337 Shares 10,417 Est. Cost $27.33 Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value ($000) $313 Shares 9,626 Est. Cost $26.99 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $311 Shares 1,190 Est. Cost $202.12 Unrealized +17.3%
MUNI PIMCO ETF TR 0.0%
Value ($000) $310 Shares 5,906 Est. Cost $51.36 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $308 Shares 14,940 Est. Cost $20.28 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $301 Shares 4,177 Est. Cost $71.20 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $299 Shares 8,060 Est. Cost $28.49 Unrealized
IBDU ISHARES TR 0.0%
Value ($000) $299 Shares 12,760 Est. Cost $23.20 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $297 Shares 3,536 Est. Cost $76.20 Unrealized +18.0%
CALF PACER FDS TR 0.0%
Value ($000) $295 Shares 6,658 Est. Cost $40.98 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $295 Shares 17,455 Est. Cost $16.69 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $295 Shares 14,135 Est. Cost $20.51 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $288 Shares 1,782 Est. Cost $156.81 Unrealized -5.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $287 Shares 3,234 Est. Cost $99.29 Unrealized -10.7%
SYNOVUS FINL CORP 0.0%
Value ($000) $287 Shares 5,733 Est. Cost $50.05 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $286 Shares 1,332 Est. Cost $228.35 Unrealized -27.1%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $284 Shares 12,189 Est. Cost $23.28 Unrealized
FISV FISERV INC 0.0%
Value ($000) $281 Shares 4,187 Est. Cost $141.58 Unrealized -54.8%
PWP PERELLA WEINBERG PARTNERS 0.0%
Value ($000) $281 Shares 16,225 Est. Cost $22.34 Unrealized -6.2%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $272 Shares 4,882 Est. Cost $55.80 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $271 Shares 3,299 Est. Cost $75.16 Unrealized +9.4%
BXP BXP INC 0.0%
Value ($000) $268 Shares 3,978 Est. Cost $67.25 Unrealized +0.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $265 Shares 5,299 Est. Cost $55.12 Unrealized -4.3%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $264 Shares 2,240 Est. Cost $96.46 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $263 Shares 10,419 Est. Cost $25.04 Unrealized
DAYFORCE INC 0.0%
Value ($000) $261 Shares 3,773 Est. Cost $68.83 Unrealized +0.6%
STAG STAG INDL INC 0.0%
Value ($000) $258 Shares 7,012 Est. Cost $37.83 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $256 Shares 7,424 Est. Cost $32.84 Unrealized +2.9%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $251 Shares 6,581 Est. Cost $36.08 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $250 Shares 1,221 Est. Cost $178.28 Unrealized +6.9%
PODD INSULET CORP 0.0%
Value ($000) $248 Shares 871 Est. Cost $290.35 Unrealized -8.9%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $247 Shares 3,423 Est. Cost $92.59 Unrealized -34.4%
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $242 Shares 2,812 Est. Cost $78.86 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $237 Shares 1,561 Est. Cost $327.50 Unrealized -55.2%
OKTA OKTA INC 0.0%
Value ($000) $235 Shares 2,721 Est. Cost $94.97 Unrealized -9.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $234 Shares 1,125 Est. Cost $312.26 Unrealized -39.5%
RLI RLI CORP 0.0%
Value ($000) $229 Shares 3,577 Est. Cost $70.50 Unrealized -14.7%
ACIO ETF SER SOLUTIONS 0.0%
Value ($000) $229 Shares 5,235 Est. Cost $31.91 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $225 Shares 9,518 Est. Cost $26.40 Unrealized -24.8%
VLTO VERALTO CORP 0.0%
Value ($000) $224 Shares 2,242 Est. Cost $104.75 Unrealized -6.9%
W WAYFAIR INC 0.0%
Value ($000) $223 Shares 2,225 Est. Cost $96.17 Unrealized +3.4%
ONC BEONE MEDICINES LTD 0.0%
Value ($000) $223 Shares 735 Est. Cost $303.81 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $223 Shares 5,652 Est. Cost $37.86 Unrealized +15.7%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $222 Shares 6,537 Est. Cost $33.90 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $221 Shares 9,884 Est. Cost $31.21 Unrealized
TSLY TIDAL TRUST II 0.0%
Value ($000) $220 Shares 5,867 Est. Cost $37.54 Unrealized
STE STERIS PLC 0.0%
Value ($000) $220 Shares 869 Est. Cost $251.13 Unrealized +1.7%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $219 Shares 1,663 Est. Cost $153.14 Unrealized -30.1%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $219 Shares 8,306 Est. Cost $24.98 Unrealized +1.9%
POOL POOL CORP 0.0%
Value ($000) $219 Shares 955 Est. Cost $371.75 Unrealized -32.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $218 Shares 5,744 Est. Cost $88.43 Unrealized -64.7%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $217 Shares 6,481 Est. Cost $36.30 Unrealized +1.6%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $215 Shares 1,981 Est. Cost $108.45 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $214 Shares 7,685 Est. Cost $28.60 Unrealized -10.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $213 Shares 1,641 Est. Cost $102.21 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $212 Shares 12,689 Est. Cost $16.42 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $211 Shares 1,610 Est. Cost $117.40 Unrealized +15.4%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $210 Shares 2,135 Est. Cost $104.38 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $210 Shares 7,159 Est. Cost $37.98 Unrealized -18.1%
SMMD ISHARES TR 0.0%
Value ($000) $209 Shares 2,783 Est. Cost $62.95 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $209 Shares 7,415 Est. Cost $29.99 Unrealized -6.1%
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $208 Shares 4,133 Est. Cost $48.93 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $208 Shares 1,675 Est. Cost $143.89 Unrealized -30.1%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $206 Shares 2,005 Est. Cost $136.00 Unrealized -13.6%
H HYATT HOTELS CORP 0.0%
Value ($000) $205 Shares 1,277 Est. Cost $153.12 Unrealized +7.5%
RGEN REPLIGEN CORP 0.0%
Value ($000) $204 Shares 1,243 Est. Cost $156.63 Unrealized -2.7%
FXF INVESCO CURRENCYSHARES SWISS 0.0%
Value ($000) $202 Shares 1,810 Est. Cost $111.60 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $202 Shares 3,738 Est. Cost $55.83 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $201 Shares 6,979 Est. Cost $28.58 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $200 Shares 2,513 Est. Cost $82.83 Unrealized -2.6%
LII LENNOX INTL INC 0.0%
Value ($000) $200 Shares 412 Est. Cost $452.48 Unrealized +16.4%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $174 Shares 11,371 Est. Cost $13.49 Unrealized +8.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $156 Shares 14,297 Est. Cost $10.89 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $129 Shares 31,925 Est. Cost $4.67 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $129 Shares 11,849 Est. Cost $10.23 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $120 Shares 25,025 Est. Cost $6.92 Unrealized
ORC ORCHID IS CAP INC 0.0%
Value ($000) $103 Shares 14,285 Est. Cost $7.20 Unrealized
FTCA PUTNAM ETF TRUST 0.0%
Value ($000) $95 Shares 12,991 Est. Cost $7.32 Unrealized
NOVABAY PHARMACEUTICALS INC 0.0%
Value ($000) $95 Shares 16,821 Est. Cost $9.26 Unrealized +144.0%
AMCOR PLC 0.0%
Value ($000) $91 Shares 10,875 Est. Cost $9.15 Unrealized -8.1%
ASPI ASP ISOTOPES INC 0.0%
Value ($000) $82 Shares 15,334 Est. Cost $7.95 Unrealized -19.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $69 Shares 17,900 Est. Cost $3.93 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $67 Shares 10,909 Est. Cost $7.04 Unrealized -22.8%
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $18 Shares 27,443 Est. Cost $1.10 Unrealized -38.7%

Decreased Positions (387)

VOO VANGUARD INDEX FDS 0.5%
Value ($000) $16,784 (-68.3%) Shares 28,089 (-66.7%) Est. Cost $527.26 Unrealized
HOOD ROBINHOOD MKTS INC 1.0%
Value ($000) $33,158 (-45.9%) Shares 478,464 (-11.7%) Est. Cost $39.32 Unrealized +143.5%
COIN COINBASE GLOBAL INC 1.3%
Value ($000) $43,123 (-29.2%) Shares 246,967 (-8.3%) Est. Cost $115.09 Unrealized +74.3%
MSFT MICROSOFT CORP 1.3%
Value ($000) $42,940 (-27.8%) Shares 116,001 (-5.7%) Est. Cost $398.85 Unrealized +9.0%
FIG FIGMA INC 0.6%
Value ($000) $18,587 (-45.4%) Shares 879,216 (-3.5%) Est. Cost $45.19 Unrealized -37.1%
GOOG ALPHABET INC 1.9%
Value ($000) $63,048 (-15.9%) Shares 219,786 (-8.0%) Est. Cost $176.07 Unrealized +83.8%
SCHG SCHWAB STRATEGIC TR 1.8%
Value ($000) $58,984 (-13.8%) Shares 2,024,864 (-3.5%) Est. Cost $37.55 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $45,423 (-15.9%) Shares 218,098 (-6.8%) Est. Cost $190.66 Unrealized +19.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $3,828 (-68.6%) Shares 13,329 (-68.3%) Est. Cost $265.10 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $39,509 (-17.5%) Shares 69,057 (-4.8%) Est. Cost $415.19 Unrealized +57.9%
BND VANGUARD BD INDEX FDS 1.5%
Value ($000) $49,451 (-12.7%) Shares 671,518 (-12.2%) Est. Cost $73.53 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $16,030 (-29.8%) Shares 43,124 (-15.0%) Est. Cost $288.42 Unrealized +47.7%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $60,427 (-9.8%) Shares 346,487 (-3.5%) Est. Cost $126.30 Unrealized +47.8%
VEA VANGUARD TAX-MANAGED FDS 2.1%
Value ($000) $69,784 (-8.0%) Shares 1,089,021 (-10.3%) Est. Cost $51.90 Unrealized
BINC BLACKROCK ETF TRUST II 0.8%
Value ($000) $25,109 (-17.8%) Shares 483,516 (-16.5%) Est. Cost $52.96 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $40,160 (-10.2%) Shares 743,008 (-10.7%) Est. Cost $43.96 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $10,669 (-29.6%) Shares 72,936 (-14.5%) Est. Cost $82.91 Unrealized +86.0%
NFLT ETFIS SER TR I 1.0%
Value ($000) $33,561 (-11.8%) Shares 1,475,222 (-10.7%) Est. Cost $22.62 Unrealized
SYLD CAMBRIA ETF TR 0.5%
Value ($000) $15,186 (-21.4%) Shares 201,384 (-27.5%) Est. Cost $68.17 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $35,919 (-10.1%) Shares 137,137 (-11.4%) Est. Cost $228.11 Unrealized
LRGF ISHARES TR 1.6%
Value ($000) $51,352 (-7.3%) Shares 778,056 (-2.4%) Est. Cost $58.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,563 (-60.0%) Shares 5,214 (-52.9%) Est. Cost $554.89 Unrealized +3.6%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $22,306 (-13.3%) Shares 75,831 (-5.0%) Est. Cost $187.24 Unrealized +66.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $4,740 (-41.8%) Shares 23,298 (-38.7%) Est. Cost $142.49 Unrealized +55.6%
IGIB ISHARES TR 0.3%
Value ($000) $8,987 (-26.9%) Shares 168,865 (-25.9%) Est. Cost $52.67 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $15,554 (-15.8%) Shares 311,764 (-15.1%) Est. Cost $50.22 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $619 (-81.9%) Shares 15,149 (-82.1%) Est. Cost $42.20 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,986 (-47.3%) Shares 709 (-32.9%) Est. Cost $4092.21 Unrealized +16.8%
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $24,684 (-8.6%) Shares 76,942 (-4.5%) Est. Cost $300.10 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $6,736 (-24.5%) Shares 13,481 (-13.7%) Est. Cost $476.04 Unrealized +13.2%
LQD ISHARES TR 0.2%
Value ($000) $5,690 (-27.6%) Shares 52,207 (-26.8%) Est. Cost $107.97 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $2,586 (-45.1%) Shares 13,855 (-22.1%) Est. Cost $265.40 Unrealized -18.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $29,820 (-6.1%) Shares 62,229 (-1.5%) Est. Cost $435.04 Unrealized +13.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $702 (-72.9%) Shares 406 (-68.4%) Est. Cost $1843.88 Unrealized +12.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $9,140 (-16.9%) Shares 9,937 (-2.9%) Est. Cost $688.46 Unrealized +52.1%
HDB HDFC BANK LTD 0.0%
Value ($000) $392 (-82.5%) Shares 15,745 (-74.2%) Est. Cost $47.79 Unrealized
SCHV SCHWAB STRATEGIC TR 1.8%
Value ($000) $60,220 (-2.8%) Shares 1,974,442 (-5.7%) Est. Cost $36.79 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $7,948 (-18.0%) Shares 163,030 (-7.5%) Est. Cost $36.52 Unrealized +47.0%
DMBS DOUBLELINE ETF TRUST 0.4%
Value ($000) $11,826 (-12.7%) Shares 239,485 (-12.3%) Est. Cost $49.62 Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $1,975 (-44.7%) Shares 43,106 (-10.2%) Est. Cost $31.08 Unrealized +108.1%
V VISA INC 0.2%
Value ($000) $6,204 (-20.0%) Shares 20,527 (-7.2%) Est. Cost $277.43 Unrealized +18.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $3,825 (-28.2%) Shares 32,249 (-2.6%) Est. Cost $91.58 Unrealized +49.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $2,870 (-33.6%) Shares 50,739 (-4.9%) Est. Cost $36.95 Unrealized +94.2%
SAP SAP SE 0.0%
Value ($000) $1,376 (-50.6%) Shares 8,039 (-30.0%) Est. Cost $201.17 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $2,984 (-32.0%) Shares 20,283 (-9.9%) Est. Cost $135.72 Unrealized +25.0%
COWZ PACER FDS TR 0.5%
Value ($000) $16,062 (-8.0%) Shares 256,749 (-11.5%) Est. Cost $54.24 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $2,520 (-35.6%) Shares 27,504 (-35.8%) Est. Cost $91.67 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $2,188 (-38.6%) Shares 11,994 (-18.5%) Est. Cost $191.33 Unrealized +16.7%
INTU INTUIT 0.1%
Value ($000) $1,765 (-43.2%) Shares 4,081 (-13.0%) Est. Cost $587.41 Unrealized -15.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,061 (-55.4%) Shares 21,495 (-50.5%) Est. Cost $51.77 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,465 (-47.3%) Shares 58,792 (-46.9%) Est. Cost $31.86 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $3,377 (-27.8%) Shares 32,895 (-11.8%) Est. Cost $116.16 Unrealized -0.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $524 (-70.7%) Shares 1,235 (-60.8%) Est. Cost $452.16 Unrealized +16.5%
IFRA ISHARES TR 0.6%
Value ($000) $18,979 (+6.9%) Shares 331,806 (-1.7%) Est. Cost $46.77 Unrealized
DYFI ETF OPPORTUNITIES TRUST 0.3%
Value ($000) $9,706 (-11.0%) Shares 426,949 (-9.7%) Est. Cost $23.86 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,457 (-31.9%) Shares 15,325 (-21.8%) Est. Cost $177.12 Unrealized -2.8%
IGSB ISHARES TR 0.3%
Value ($000) $8,636 (-11.6%) Shares 164,299 (-11.1%) Est. Cost $51.69 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $3,131 (-25.8%) Shares 39,330 (-13.2%) Est. Cost $59.78 Unrealized +50.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $995 (-52.1%) Shares 6,785 (-49.4%) Est. Cost $144.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,140 (-33.5%) Shares 7,910 (-18.8%) Est. Cost $434.91 Unrealized -29.0%
HD HOME DEPOT INC 0.1%
Value ($000) $3,084 (-25.7%) Shares 9,375 (-22.3%) Est. Cost $339.76 Unrealized +11.0%
SHYG ISHARES TR 0.0%
Value ($000) $1,204 (-46.4%) Shares 28,462 (-45.7%) Est. Cost $42.87 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $3,346 (-23.4%) Shares 26,672 (-10.6%) Est. Cost $107.31 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $534 (-65.1%) Shares 1,897 (-63.4%) Est. Cost $50.44 Unrealized +496.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,302 (-43.1%) Shares 6,782 (-43.2%) Est. Cost $172.46 Unrealized
DB DEUTSCHE BK AG 0.0%
Value ($000) $1,043 (-48.0%) Shares 35,015 (-32.6%) Est. Cost $20.61 Unrealized +84.5%
SONY SONY GROUP CORP 0.1%
Value ($000) $2,032 (-31.8%) Shares 98,177 (-15.7%) Est. Cost $31.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $2,881 (-24.7%) Shares 29,895 (-11.1%) Est. Cost $99.95 Unrealized +9.5%
BPRE BLUEROCK PVT REAL ESTATE FD 0.1%
Value ($000) $3,187 (-22.6%) Shares 191,820 (-30.1%) Est. Cost $15.00 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $359 (-71.1%) Shares 2,208 (-60.4%) Est. Cost $217.05 Unrealized -8.9%
GE GE AEROSPACE 0.2%
Value ($000) $6,452 (-12.0%) Shares 22,735 (-4.5%) Est. Cost $206.18 Unrealized +54.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $1,251 (-41.2%) Shares 9,716 (-21.9%) Est. Cost $166.87 Unrealized -7.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $667 (-56.8%) Shares 18,137 (-40.2%) Est. Cost $95.49 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $718 (-53.5%) Shares 27,703 (-46.5%) Est. Cost $28.10 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $5,520 (+17.0%) Shares 125,089 (-2.2%) Est. Cost $35.14 Unrealized +32.1%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $496 (-61.0%) Shares 35,966 (-56.6%) Est. Cost $13.73 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $1,449 (-33.7%) Shares 7,644 (-20.0%) Est. Cost $234.32 Unrealized -4.1%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $8,011 (-8.4%) Shares 166,716 (-7.9%) Est. Cost $49.34 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $6,396 (-10.2%) Shares 48,125 (-2.7%) Est. Cost $166.16 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $918 (-43.0%) Shares 6,689 (-40.2%) Est. Cost $155.93 Unrealized +0.0%
SHEL SHELL PLC 0.1%
Value ($000) $3,488 (+24.6%) Shares 37,509 (-1.6%) Est. Cost $69.89 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $416 (-62.1%) Shares 11,442 (-57.7%) Est. Cost $37.01 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1,203 (-35.9%) Shares 3,081 (-23.0%) Est. Cost $371.52 Unrealized +16.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $800 (-45.6%) Shares 12,745 (-17.4%) Est. Cost $78.40 Unrealized +9.5%
ARGX ARGENX SE 0.0%
Value ($000) $433 (-60.5%) Shares 593 (-54.5%) Est. Cost $750.85 Unrealized
SPHY SPDR SERIES TRUST 0.1%
Value ($000) $3,177 (-17.0%) Shares 136,253 (-15.8%) Est. Cost $23.68 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $9,482 (-6.4%) Shares 43,599 (-1.7%) Est. Cost $200.08 Unrealized +11.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $6,909 (-8.4%) Shares 8,167 (-4.8%) Est. Cost $447.49 Unrealized +108.4%
INFL LISTED FDS TR 0.0%
Value ($000) $367 (-61.9%) Shares 7,048 (-67.5%) Est. Cost $41.40 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $1,537 (-27.7%) Shares 26,976 (-17.0%) Est. Cost $65.40 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $210 (-73.7%) Shares 548 (-75.2%) Est. Cost $214.46 Unrealized
NFLX NETFLIX INC. 0.2%
Value ($000) $8,017 (-6.7%) Shares 83,380 (-9.0%) Est. Cost $103.77 Unrealized -19.2%
DASH DOORDASH INC 0.0%
Value ($000) $658 (-46.0%) Shares 4,383 (-18.5%) Est. Cost $138.26 Unrealized +42.2%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $337 (-62.4%) Shares 3,360 (-62.5%) Est. Cost $100.17 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $469 (-53.4%) Shares 4,787 (-49.2%) Est. Cost $87.73 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,777 (-23.0%) Shares 14,477 (-17.8%) Est. Cost $106.25 Unrealized +27.1%
LOW LOWES COS INC 0.1%
Value ($000) $2,116 (-19.6%) Shares 8,954 (-17.9%) Est. Cost $229.63 Unrealized +18.2%
MS MORGAN STANLEY 0.1%
Value ($000) $3,587 (-12.3%) Shares 21,799 (-5.4%) Est. Cost $106.48 Unrealized +68.7%
SNEX STONEX GROUP INC 0.0%
Value ($000) $214 (-70.0%) Shares 2,654 (-64.6%) Est. Cost $68.02 Unrealized +68.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $443 (-52.7%) Shares 2,459 (-55.5%) Est. Cost $142.23 Unrealized +29.5%
QYLD GLOBAL X FDS 0.0%
Value ($000) $995 (-33.0%) Shares 58,022 (-31.0%) Est. Cost $17.25 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $707 (-40.3%) Shares 5,992 (-31.3%) Est. Cost $128.40 Unrealized -3.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $370 (-53.9%) Shares 8,328 (-45.6%) Est. Cost $48.69 Unrealized +5.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $892 (-32.5%) Shares 466 (-24.2%) Est. Cost $1709.63 Unrealized +21.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $310 (-58.0%) Shares 2,072 (-43.5%) Est. Cost $172.73 Unrealized -13.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value ($000) $268 (-61.2%) Shares 28,832 (-26.7%) Est. Cost $12.87 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,192 (-25.7%) Shares 4,267 (-6.1%) Est. Cost $253.11 Unrealized +19.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $2,098 (-16.4%) Shares 23,415 (-21.4%) Est. Cost $89.14 Unrealized +5.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $326 (-54.5%) Shares 553 (-51.9%) Est. Cost $538.59 Unrealized +22.7%
NTES NETEASE COM INC 0.0%
Value ($000) $1,554 (-19.6%) Shares 13,878 (-1.2%) Est. Cost $120.35 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $373 (-50.2%) Shares 1,890 (-35.5%) Est. Cost $172.12 Unrealized +30.7%
NU NU HLDGS LTD 0.0%
Value ($000) $751 (-33.3%) Shares 52,252 (-22.3%) Est. Cost $10.79 Unrealized +60.6%
CRH CRH PLC 0.0%
Value ($000) $900 (-29.1%) Shares 8,565 (-15.9%) Est. Cost $75.46 Unrealized +64.8%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $217 (-62.6%) Shares 11,130 (-62.5%) Est. Cost $19.42 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $888 (-28.8%) Shares 5,143 (-27.6%) Est. Cost $189.79 Unrealized -7.9%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $5,465 (-6.2%) Shares 18,288 (-1.1%) Est. Cost $262.43 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $2,030 (-14.6%) Shares 2,111 (-5.0%) Est. Cost $1005.09 Unrealized +9.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,228 (-22.0%) Shares 14,175 (-13.5%) Est. Cost $84.03 Unrealized +18.4%
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $379 (-47.7%) Shares 7,606 (-24.4%) Est. Cost $48.65 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $219 (-61.2%) Shares 9,969 (-21.9%) Est. Cost $38.05 Unrealized -14.1%
HYDB ISHARES TR 0.0%
Value ($000) $461 (-42.5%) Shares 9,912 (-41.5%) Est. Cost $46.99 Unrealized
HMC HONDA MOTOR CO LTD 0.0%
Value ($000) $251 (-57.3%) Shares 10,304 (-48.2%) Est. Cost $29.89 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $569 (-37.1%) Shares 3,241 (-20.1%) Est. Cost $208.66 Unrealized -2.3%
NKE NIKE INC 0.0%
Value ($000) $844 (-28.4%) Shares 15,982 (-13.6%) Est. Cost $86.23 Unrealized -25.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $466 (-41.7%) Shares 1,360 (-22.6%) Est. Cost $440.18 Unrealized -12.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,244 (-20.8%) Shares 2,923 (-2.7%) Est. Cost $468.54 Unrealized +3.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $320 (-50.5%) Shares 3,021 (-42.5%) Est. Cost $136.40 Unrealized -2.1%
INFY INFOSYS LTD 0.0%
Value ($000) $415 (-43.9%) Shares 30,750 (-26.0%) Est. Cost $19.28 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $497 (-39.4%) Shares 10,833 (-43.6%) Est. Cost $56.92 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $1,606 (-16.7%) Shares 41,095 (-1.3%) Est. Cost $31.15 Unrealized +46.3%
CVNA CARVANA CO 0.0%
Value ($000) $615 (-34.1%) Shares 1,957 (-11.6%) Est. Cost $175.19 Unrealized +133.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $2,376 (-11.8%) Shares 33,080 (-2.5%) Est. Cost $69.19 Unrealized +12.7%
EQIX EQUINIX INC 0.0%
Value ($000) $1,584 (+24.8%) Shares 1,616 (-2.5%) Est. Cost $779.34 Unrealized -2.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,094 (-21.7%) Shares 27,036 (-11.2%) Est. Cost $37.30 Unrealized +25.1%
SE SEA LTD 0.0%
Value ($000) $237 (-55.7%) Shares 2,861 (-31.8%) Est. Cost $122.62 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $443 (-39.9%) Shares 5,903 (-41.1%) Est. Cost $60.85 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $772 (-27.3%) Shares 24,105 (-16.0%) Est. Cost $60.00 Unrealized -35.3%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $16,874 (-1.7%) Shares 681,765 (-4.5%) Est. Cost $26.60 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $957 (-23.1%) Shares 64,207 (-9.7%) Est. Cost $11.15 Unrealized
PCMM BONDBLOXX ETF TRUST 0.1%
Value ($000) $3,309 (-8.0%) Shares 67,294 (-6.2%) Est. Cost $50.12 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $877 (-24.5%) Shares 16,594 (-6.4%) Est. Cost $65.51 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $367 (-43.5%) Shares 13,635 (-43.5%) Est. Cost $26.89 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $350 (-44.6%) Shares 2,156 (-40.2%) Est. Cost $175.92 Unrealized -4.9%
ADSK AUTODESK INC 0.0%
Value ($000) $705 (-28.5%) Shares 2,943 (-11.6%) Est. Cost $264.04 Unrealized -3.9%
INTF ISHARES TR 2.3%
Value ($000) $75,437 (-0.4%) Shares 1,936,262 (-3.5%) Est. Cost $30.77 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,102 (+33.5%) Shares 6,047 (-5.4%) Est. Cost $115.06 Unrealized +27.9%
WAT WATERS CORP 0.0%
Value ($000) $314 (-46.2%) Shares 1,055 (-31.4%) Est. Cost $343.71 Unrealized +6.8%
SHY ISHARES TR 0.1%
Value ($000) $3,458 (-7.2%) Shares 41,874 (-6.9%) Est. Cost $82.22 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value ($000) $875 (+43.9%) Shares 158,855 (-1.5%) Est. Cost $3.82 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $485 (-35.3%) Shares 8,303 (-19.0%) Est. Cost $42.27 Unrealized +59.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $694 (-27.2%) Shares 5,124 (-13.6%) Est. Cost $116.27 Unrealized +38.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $960 (-21.2%) Shares 1,709 (-5.2%) Est. Cost $578.33 Unrealized +15.9%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $2,817 (-8.3%) Shares 29,132 (-1.8%) Est. Cost $79.50 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $268 (-48.6%) Shares 6,892 (-47.6%) Est. Cost $38.57 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $420 (-37.2%) Shares 3,772 (-18.5%) Est. Cost $143.69 Unrealized -7.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $2,841 (-8.1%) Shares 52,473 (-18.8%) Est. Cost $40.24 Unrealized +20.7%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,088 (-4.6%) Shares 174,965 (-6.6%) Est. Cost $36.28 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,326 (-6.8%) Shares 22,811 (-8.4%) Est. Cost $118.77 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $1,943 (-11.1%) Shares 15,380 (-4.9%) Est. Cost $68.79 Unrealized +112.8%
TLT ISHARES TR 0.2%
Value ($000) $5,671 (-4.1%) Shares 65,417 (-3.6%) Est. Cost $92.94 Unrealized
EMGF ISHARES INC 0.0%
Value ($000) $505 (-32.4%) Shares 8,363 (-35.2%) Est. Cost $52.07 Unrealized
DDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $526 (-31.3%) Shares 13,004 (-29.5%) Est. Cost $37.47 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value ($000) $202 (-54.1%) Shares 4,883 (-31.1%) Est. Cost $46.41 Unrealized +26.7%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $231 (-50.5%) Shares 216 (-21.7%) Est. Cost $1239.22 Unrealized +18.4%
NVDY TIDAL TRUST II 0.0%
Value ($000) $172 (-57.4%) Shares 13,263 (-52.0%) Est. Cost $22.54 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $396 (-36.4%) Shares 7,345 (-23.2%) Est. Cost $44.38 Unrealized +31.6%
IEF ISHARES TR 0.2%
Value ($000) $5,856 (-3.7%) Shares 61,355 (-3.0%) Est. Cost $94.49 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $304 (-42.5%) Shares 6,496 (-33.6%) Est. Cost $52.28 Unrealized
AES AES CORP 0.0%
Value ($000) $359 (-38.4%) Shares 25,495 (-37.3%) Est. Cost $13.31 Unrealized +13.8%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,272 (-14.5%) Shares 14,375 (-11.6%) Est. Cost $78.19 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $324 (-39.4%) Shares 3,516 (-26.2%) Est. Cost $136.94 Unrealized -25.5%
USB US BANCORP 0.0%
Value ($000) $1,335 (-13.6%) Shares 25,674 (-11.4%) Est. Cost $40.70 Unrealized +39.2%
TRMD TORM PLC 0.0%
Value ($000) $217 (-48.5%) Shares 7,781 (-63.9%) Est. Cost $22.67 Unrealized +6.6%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $954 (-17.7%) Shares 13,556 (-16.9%) Est. Cost $62.19 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $1,323 (-13.1%) Shares 11,783 (-6.3%) Est. Cost $103.86 Unrealized
HMY HARMONY GOLD MNG LTD 0.0%
Value ($000) $367 (-34.8%) Shares 23,895 (-15.6%) Est. Cost $9.50 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $270 (-41.4%) Shares 2,462 (-11.0%) Est. Cost $165.85 Unrealized -5.0%
IEI ISHARES TR 0.1%
Value ($000) $3,998 (-4.4%) Shares 33,712 (-3.8%) Est. Cost $117.59 Unrealized
SANM SANMINA CORP 0.0%
Value ($000) $597 (-23.5%) Shares 4,604 (-11.4%) Est. Cost $65.19 Unrealized +140.4%
F FORD MTR CO 0.0%
Value ($000) $699 (-20.4%) Shares 60,543 (-9.6%) Est. Cost $10.60 Unrealized +29.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $283 (-38.6%) Shares 6,038 (-12.9%) Est. Cost $72.82 Unrealized -22.6%
MET METLIFE INC 0.0%
Value ($000) $284 (-38.0%) Shares 4,020 (-30.8%) Est. Cost $70.33 Unrealized +10.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $774 (-18.3%) Shares 10,291 (-7.1%) Est. Cost $66.94 Unrealized +14.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $658 (-20.8%) Shares 5,687 (-27.9%) Est. Cost $95.45 Unrealized +15.2%
B BARRICK MNG CORP 0.1%
Value ($000) $1,962 (-8.0%) Shares 48,095 (-1.8%) Est. Cost $23.71 Unrealized +103.7%
IAU ISHARES GOLD TR 0.3%
Value ($000) $10,588 (+1.6%) Shares 120,094 (-6.4%) Est. Cost $45.86 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $3,014 (-5.3%) Shares 33,982 (-5.5%) Est. Cost $87.10 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $641 (-20.7%) Shares 13,299 (-20.3%) Est. Cost $51.71 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $402 (-29.3%) Shares 347 (-18.9%) Est. Cost $1222.01 Unrealized +11.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $470 (-26.2%) Shares 31,221 (-3.3%) Est. Cost $13.97 Unrealized +16.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $661 (-20.1%) Shares 9,710 (-2.0%) Est. Cost $59.22 Unrealized +28.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $836 (-16.4%) Shares 3,009 (-6.0%) Est. Cost $284.45 Unrealized +6.6%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $607 (+36.8%) Shares 5,264 (-3.2%) Est. Cost $84.91 Unrealized +19.2%
BLD TOPBUILD COR 0.0%
Value ($000) $247 (-39.6%) Shares 704 (-28.2%) Est. Cost $403.19 Unrealized +22.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $1,228 (+15.2%) Shares 13,494 (-17.2%) Est. Cost $63.23 Unrealized +13.1%
MTUM ISHARES TR 0.0%
Value ($000) $674 (-19.0%) Shares 2,809 (-15.5%) Est. Cost $241.50 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $2,455 (-6.0%) Shares 53,776 (-8.5%) Est. Cost $34.85 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $393 (-28.3%) Shares 4,269 (-13.0%) Est. Cost $81.61 Unrealized +36.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $279 (-35.5%) Shares 2,858 (-25.5%) Est. Cost $96.47 Unrealized +11.3%
BVN COMPANIA DE MINAS BUENAVENTU 0.0%
Value ($000) $883 (+20.7%) Shares 24,500 (-6.8%) Est. Cost $24.33 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $513 (-22.7%) Shares 5,891 (-7.6%) Est. Cost $88.10 Unrealized +16.4%
BIDU BAIDU INC 0.0%
Value ($000) $690 (-17.7%) Shares 6,197 (-3.4%) Est. Cost $110.58 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $672 (-18.0%) Shares 1,246 (-12.7%) Est. Cost $563.00 Unrealized +1.1%
SSNC SS&C TECH HLDGS 0.0%
Value ($000) $319 (-31.4%) Shares 4,718 (-11.2%) Est. Cost $83.21 Unrealized -3.8%
EMXC ISHARES INC 0.2%
Value ($000) $5,801 (+2.5%) Shares 73,742 (-5.3%) Est. Cost $58.97 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $4,416 (-3.1%) Shares 20,533 (-1.0%) Est. Cost $185.32 Unrealized
DLS WISDOMTREE TR 0.2%
Value ($000) $6,777 (-2.1%) Shares 83,147 (-2.6%) Est. Cost $64.98 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $291 (-32.5%) Shares 7,829 (-13.4%) Est. Cost $44.26 Unrealized +3.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,414 (+10.8%) Shares 10,786 (-2.5%) Est. Cost $88.19 Unrealized +36.7%
INSW INTERNATIONAL SEAWAYS INC 0.0%
Value ($000) $798 (+20.7%) Shares 10,945 (-19.6%) Est. Cost $41.98 Unrealized +41.6%
ENFR ALPS ETF TR 0.0%
Value ($000) $819 (+19.9%) Shares 21,435 (-1.3%) Est. Cost $26.41 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $321 (-29.7%) Shares 1,783 (-15.3%) Est. Cost $214.17 Unrealized -4.6%
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,603 (-7.6%) Shares 73,931 (-6.3%) Est. Cost $21.80 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,032 (-11.4%) Shares 22,244 (-23.3%) Est. Cost $38.51 Unrealized +14.9%
XPEV XPENG INC 0.0%
Value ($000) $324 (-28.4%) Shares 18,929 (-15.1%) Est. Cost $14.78 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $361 (-26.1%) Shares 4,887 (-10.7%) Est. Cost $66.14 Unrealized +39.1%
IGLB ISHARES TR 0.0%
Value ($000) $202 (-38.6%) Shares 4,060 (-37.6%) Est. Cost $51.37 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $378 (-25.0%) Shares 3,319 (-10.4%) Est. Cost $122.81 Unrealized +9.7%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $745 (-14.3%) Shares 140,125 (-16.9%) Est. Cost $5.02 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $202 (-38.1%) Shares 14,201 (-15.9%) Est. Cost $17.88 Unrealized +12.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $684 (-15.4%) Shares 938 (-6.0%) Est. Cost $706.56 Unrealized +24.9%
EVR EVERCORE INC 0.0%
Value ($000) $270 (-31.1%) Shares 905 (-21.4%) Est. Cost $239.83 Unrealized +46.7%
ASAN ASANA INC 0.0%
Value ($000) $98 (-55.3%) Shares 15,350 (-4.3%) Est. Cost $18.96 Unrealized -47.2%
IWM ISHARES TR 0.3%
Value ($000) $10,528 (-1.1%) Shares 42,450 (-1.9%) Est. Cost $213.99 Unrealized
ACM AECOM 0.0%
Value ($000) $289 (-29.3%) Shares 3,406 (-20.6%) Est. Cost $108.23 Unrealized -10.3%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $241 (-33.1%) Shares 3,356 (-2.4%) Est. Cost $89.12 Unrealized +25.5%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $255 (-31.4%) Shares 872 (-17.7%) Est. Cost $397.06 Unrealized -11.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $822 (-12.3%) Shares 2,290 (-4.9%) Est. Cost $287.89 Unrealized +42.5%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $581 (-16.4%) Shares 2,793 (-9.7%) Est. Cost $163.37 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $3,031 (-3.6%) Shares 28,458 (-3.4%) Est. Cost $105.92 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,144 (+11.0%) Shares 27,866 (-2.0%) Est. Cost $31.70 Unrealized +21.5%
USMV ISHARES TR 0.0%
Value ($000) $1,140 (-8.9%) Shares 12,289 (-7.5%) Est. Cost $74.68 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $982 (-10.1%) Shares 5,982 (-31.1%) Est. Cost $88.67 Unrealized +34.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,144 (-8.7%) Shares 24,880 (-2.3%) Est. Cost $37.94 Unrealized +34.8%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $374 (-22.3%) Shares 9,462 (-22.4%) Est. Cost $34.11 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $342 (-23.7%) Shares 2,198 (-11.4%) Est. Cost $154.00 Unrealized +20.8%
URNJ SPROTT FDS TR 0.0%
Value ($000) $326 (-24.5%) Shares 11,118 (-35.1%) Est. Cost $25.20 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $401 (-20.7%) Shares 85,709 (-1.2%) Est. Cost $2.89 Unrealized +93.7%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $930 (-10.0%) Shares 12,956 (-10.0%) Est. Cost $65.50 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $204 (-33.6%) Shares 5,557 (-31.3%) Est. Cost $36.73 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,911 (-5.1%) Shares 29,092 (-2.6%) Est. Cost $64.46 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $209 (-31.7%) Shares 2,403 (-19.1%) Est. Cost $126.72 Unrealized -9.7%
ARMK ARAMARK 0.0%
Value ($000) $276 (-25.9%) Shares 6,800 (-32.6%) Est. Cost $37.92 Unrealized +3.0%
ORR EA SERIES TRUST 0.0%
Value ($000) $328 (-22.6%) Shares 9,004 (-27.4%) Est. Cost $31.47 Unrealized
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $308 (-23.5%) Shares 17,288 (-18.6%) Est. Cost $17.35 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $265 (-26.0%) Shares 1,068 (-27.6%) Est. Cost $264.09 Unrealized -10.8%
SHV ISHARES TR 0.1%
Value ($000) $2,243 (-4.0%) Shares 20,316 (-4.2%) Est. Cost $110.39 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $268 (-25.8%) Shares 2,843 (-22.2%) Est. Cost $83.81 Unrealized +23.1%
COR CENCORA INC 0.0%
Value ($000) $416 (-18.2%) Shares 1,324 (-12.0%) Est. Cost $274.72 Unrealized +28.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,053 (-8.0%) Shares 4,313 (-38.7%) Est. Cost $152.78 Unrealized +20.9%
IBTG ISHARES TR 0.1%
Value ($000) $2,358 (-3.7%) Shares 102,918 (-3.8%) Est. Cost $22.87 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,089 (-7.4%) Shares 42,615 (-4.9%) Est. Cost $22.98 Unrealized
KEP KOREA ELEC PWR CORP 0.0%
Value ($000) $266 (-24.2%) Shares 18,657 (-12.3%) Est. Cost $9.42 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $885 (-8.6%) Shares 7,866 (-6.8%) Est. Cost $52.58 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,486 (-5.3%) Shares 29,358 (-5.4%) Est. Cost $50.57 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $286 (+40.6%) Shares 2,247 (-1.5%) Est. Cost $91.86 Unrealized +22.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $542 (-13.2%) Shares 25,636 (-8.2%) Est. Cost $20.57 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $2,341 (-3.2%) Shares 104,655 (-2.1%) Est. Cost $22.49 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $6,728 (-1.1%) Shares 69,270 (-2.3%) Est. Cost $74.29 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $874 (-8.0%) Shares 4,411 (-14.1%) Est. Cost $162.92 Unrealized
FENI FIDELITY COVINGTON TRUST 0.1%
Value ($000) $2,088 (-3.5%) Shares 56,139 (-5.1%) Est. Cost $33.26 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $671 (-10.0%) Shares 8,522 (-8.7%) Est. Cost $68.97 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $503 (-12.9%) Shares 2,742 (-16.4%) Est. Cost $163.37 Unrealized +12.2%
DG DOLLAR GEN CORP 0.0%
Value ($000) $392 (-15.9%) Shares 3,300 (-5.9%) Est. Cost $99.73 Unrealized +48.1%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $451 (-14.0%) Shares 1,014 (-5.1%) Est. Cost $456.93 Unrealized +9.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $283 (-20.2%) Shares 2,598 (-12.6%) Est. Cost $119.41 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $483 (-12.9%) Shares 22,455 (-15.3%) Est. Cost $21.57 Unrealized
FLEX FLEXTRONICS INTL LTD 0.0%
Value ($000) $754 (-8.7%) Shares 11,511 (-15.7%) Est. Cost $28.45 Unrealized +124.9%
AYI ACUITY INC 0.0%
Value ($000) $204 (-25.9%) Shares 727 (-4.8%) Est. Cost $321.36 Unrealized +0.1%
NXT NEXTPOWER INC 0.0%
Value ($000) $326 (+28.0%) Shares 2,705 (-7.6%) Est. Cost $90.67 Unrealized +20.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $225 (-23.8%) Shares 773 (-13.9%) Est. Cost $322.99 Unrealized -2.5%
UNM UNUM GROUP 0.0%
Value ($000) $341 (-17.0%) Shares 4,672 (-11.9%) Est. Cost $62.79 Unrealized +20.3%
INDS PACER FDS TR 0.0%
Value ($000) $329 (-17.0%) Shares 8,946 (-17.2%) Est. Cost $37.85 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $689 (-8.9%) Shares 204 (-8.5%) Est. Cost $3119.81 Unrealized +16.2%
VNO VORNADO RLTY TR 0.0%
Value ($000) $214 (-23.8%) Shares 8,229 (-2.5%) Est. Cost $39.46 Unrealized
TLK TELEKOMUNIKASI IND 0.0%
Value ($000) $244 (-21.4%) Shares 13,075 (-11.4%) Est. Cost $19.45 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $1,549 (+4.4%) Shares 15,905 (-8.5%) Est. Cost $30.12 Unrealized +244.1%
YMM FULL TRUCK ALLIANCE CO LTD 0.0%
Value ($000) $101 (-39.5%) Shares 12,140 (-21.8%) Est. Cost $9.21 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $253 (-19.9%) Shares 1,730 (-12.8%) Est. Cost $136.84 Unrealized +15.8%
SRE SEMPRA 0.0%
Value ($000) $798 (+8.5%) Shares 8,218 (-1.5%) Est. Cost $71.82 Unrealized +24.6%
TRMB TRIMBLE INC 0.0%
Value ($000) $215 (-21.8%) Shares 3,293 (-6.1%) Est. Cost $67.82 Unrealized +4.7%
IWD ISHARES TR 0.0%
Value ($000) $429 (-12.3%) Shares 2,007 (-13.6%) Est. Cost $164.66 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value ($000) $51 (-54.0%) Shares 13,547 (-29.5%) Est. Cost $9.13 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $599 (-8.7%) Shares 3,364 (-10.0%) Est. Cost $165.41 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $1,541 (-3.6%) Shares 22,975 (-7.5%) Est. Cost $42.85 Unrealized +71.8%
IJS ISHARES TR 0.0%
Value ($000) $1,254 (-4.3%) Shares 10,584 (-8.2%) Est. Cost $99.55 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $266 (-17.4%) Shares 3,537 (-11.4%) Est. Cost $74.84 Unrealized +2.3%
QLTA ISHARES TR 0.0%
Value ($000) $889 (-5.9%) Shares 18,684 (-4.9%) Est. Cost $46.79 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $600 (-8.4%) Shares 5,416 (-5.1%) Est. Cost $74.61 Unrealized +66.7%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $2,310 (-2.3%) Shares 46,248 (-3.3%) Est. Cost $49.73 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $887 (-5.8%) Shares 33,339 (-6.3%) Est. Cost $33.05 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $278 (-16.5%) Shares 1,610 (-3.5%) Est. Cost $162.51 Unrealized +21.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,038 (-5.0%) Shares 13,802 (-5.2%) Est. Cost $63.62 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $982 (-5.1%) Shares 2,357 (-11.3%) Est. Cost $282.44 Unrealized +49.5%
RMD RESMED INC 0.0%
Value ($000) $366 (-12.1%) Shares 1,630 (-5.7%) Est. Cost $247.04 Unrealized +3.6%
DEO DIAGEO PLC 0.0%
Value ($000) $222 (-18.5%) Shares 2,981 (-5.6%) Est. Cost $137.31 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $165 (-23.4%) Shares 27,591 (-8.3%) Est. Cost $20.83 Unrealized -60.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,196 (-4.0%) Shares 4,101 (-4.6%) Est. Cost $215.61 Unrealized +33.8%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $210 (-19.3%) Shares 7,961 (-14.1%) Est. Cost $27.24 Unrealized +4.0%
BNDI NEOS ETF TRUST 0.0%
Value ($000) $1,172 (-4.1%) Shares 24,840 (-3.3%) Est. Cost $47.47 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,644 (-2.9%) Shares 5,128 (-1.9%) Est. Cost $310.73 Unrealized +14.4%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,568 (+3.3%) Shares 9,461 (-2.4%) Est. Cost $115.27 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $222 (-18.2%) Shares 14,133 (-7.9%) Est. Cost $17.57 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $572 (-7.9%) Shares 8,649 (-8.6%) Est. Cost $55.57 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $558 (-8.0%) Shares 5,225 (-3.2%) Est. Cost $83.18 Unrealized +39.7%
NULV NUSHARES ETF TR 0.0%
Value ($000) $223 (-17.5%) Shares 4,909 (-18.3%) Est. Cost $43.83 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $252 (-14.9%) Shares 2,297 (-14.5%) Est. Cost $94.50 Unrealized +12.0%
CME CME GROUP INC 0.0%
Value ($000) $1,527 (+3.0%) Shares 5,171 (-4.8%) Est. Cost $221.10 Unrealized +30.9%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1,474 (+3.0%) Shares 8,566 (-14.1%) Est. Cost $82.85 Unrealized +126.1%
MAS MASCO CORP 0.0%
Value ($000) $661 (-6.1%) Shares 10,944 (-1.3%) Est. Cost $69.99 Unrealized +0.9%
IJT ISHARES TR 0.2%
Value ($000) $7,621 (-0.6%) Shares 52,664 (-3.0%) Est. Cost $130.71 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $316 (-11.1%) Shares 4,764 (-6.0%) Est. Cost $48.34 Unrealized +43.6%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $960 (-3.8%) Shares 38,717 (-3.3%) Est. Cost $25.29 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $472 (-7.5%) Shares 4,154 (-1.2%) Est. Cost $117.04 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $483 (-7.2%) Shares 13,599 (-10.0%) Est. Cost $32.79 Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $230 (-13.7%) Shares 3,693 (-18.7%) Est. Cost $57.25 Unrealized
EQT EQT CORP 0.0%
Value ($000) $314 (+13.2%) Shares 4,935 (-4.6%) Est. Cost $53.93 Unrealized +2.5%
BGRN ISHARES TR 0.0%
Value ($000) $805 (-4.3%) Shares 16,965 (-3.4%) Est. Cost $47.55 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $414 (-8.0%) Shares 18,179 (-3.4%) Est. Cost $16.18 Unrealized +52.7%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $2,025 (+1.8%) Shares 34,640 (-1.4%) Est. Cost $38.06 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $511 (-6.4%) Shares 4,719 (-3.2%) Est. Cost $158.97 Unrealized -20.9%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $411 (-7.8%) Shares 5,846 (-2.6%) Est. Cost $63.11 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $322 (-9.6%) Shares 1,182 (-5.3%) Est. Cost $262.32 Unrealized +16.9%
TKC TURKCELL ILETISIM 0.0%
Value ($000) $131 (-20.6%) Shares 21,758 (-28.0%) Est. Cost $5.03 Unrealized
SPBW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $570 (-5.6%) Shares 20,929 (-4.9%) Est. Cost $27.42 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $124 (-21.2%) Shares 14,555 (-17.7%) Est. Cost $9.19 Unrealized
AXIA/PC CENTRAIS ELET BRAS SA 0.0%
Value ($000) $171 (+24.1%) Shares 15,646 (-2.1%) Est. Cost $8.62 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1,164 (-2.7%) Shares 11,970 (-3.7%) Est. Cost $87.29 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $411 (-7.3%) Shares 8,092 (-12.8%) Est. Cost $39.65 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $348 (-8.5%) Shares 4,062 (-3.9%) Est. Cost $86.12 Unrealized +9.2%
UNP UNION PAC CORP 0.1%
Value ($000) $2,779 (-1.1%) Shares 11,455 (-5.7%) Est. Cost $208.61 Unrealized +16.6%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $212 (-12.6%) Shares 875 (-5.5%) Est. Cost $264.84 Unrealized -3.0%
DDLS WISDOMTREE TR 0.0%
Value ($000) $266 (-10.3%) Shares 6,126 (-11.2%) Est. Cost $35.04 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $708 (+4.5%) Shares 10,415 (-1.1%) Est. Cost $60.10 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $415 (+7.8%) Shares 563 (-10.6%) Est. Cost $291.58 Unrealized +149.2%
KEY KEYCORP 0.0%
Value ($000) $656 (-4.4%) Shares 32,729 (-1.6%) Est. Cost $13.77 Unrealized +57.5%
QUS SPDR SERIES TRUST 0.0%
Value ($000) $936 (-3.1%) Shares 5,453 (-1.7%) Est. Cost $163.09 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $234 (-11.2%) Shares 1,776 (-4.4%) Est. Cost $114.68 Unrealized +17.1%
BILI BILIBILI INC 0.0%
Value ($000) $207 (-12.4%) Shares 9,175 (-4.5%) Est. Cost $27.50 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $1,672 (+1.8%) Shares 7,255 (-9.5%) Est. Cost $81.02 Unrealized +179.6%
PFF ISHARES TR 0.0%
Value ($000) $320 (-7.8%) Shares 10,554 (-5.9%) Est. Cost $31.56 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $49 (-35.3%) Shares 13,500 (-11.8%) Est. Cost $4.72 Unrealized -4.9%
SCI SERVICE CORP INTL 0.0%
Value ($000) $735 (-3.5%) Shares 8,908 (-8.8%) Est. Cost $72.89 Unrealized +11.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $712 (+3.8%) Shares 11,521 (-1.6%) Est. Cost $46.93 Unrealized +31.3%
IMTM ISHARES TR 0.0%
Value ($000) $280 (-8.5%) Shares 5,836 (-8.6%) Est. Cost $47.88 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $250 (-9.1%) Shares 1,797 (-8.7%) Est. Cost $123.15 Unrealized +15.1%
KR KROGER CO 0.0%
Value ($000) $622 (+4.1%) Shares 8,592 (-10.1%) Est. Cost $57.44 Unrealized +12.5%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $690 (-3.4%) Shares 8,373 (-2.0%) Est. Cost $71.18 Unrealized
ROYCE GLOBAL TRUST INC 0.0%
Value ($000) $666 (-3.3%) Shares 49,821 (-5.1%) Est. Cost $12.97 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,693 (+1.4%) Shares 11,431 (-1.8%) Est. Cost $119.29 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $611 (-3.5%) Shares 12,535 (-5.6%) Est. Cost $41.05 Unrealized +25.6%
EAT BRINKER INTL INC 0.0%
Value ($000) $292 (-7.0%) Shares 2,047 (-6.5%) Est. Cost $115.31 Unrealized +37.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,459 (-1.3%) Shares 4,250 (-3.2%) Est. Cost $281.07 Unrealized +26.1%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $328 (-4.8%) Shares 6,789 (-7.6%) Est. Cost $40.19 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $286 (-5.4%) Shares 7,848 (-2.7%) Est. Cost $34.62 Unrealized +10.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $734 (-2.1%) Shares 6,240 (-2.4%) Est. Cost $102.43 Unrealized +28.3%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $201 (-7.1%) Shares 1,243 (-10.9%) Est. Cost $119.22 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $522 (-2.8%) Shares 2,470 (-5.5%) Est. Cost $125.93 Unrealized +71.0%
BCPC BALCHEM CORP 0.0%
Value ($000) $278 (+5.7%) Shares 1,642 (-4.4%) Est. Cost $151.45 Unrealized +11.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,913 (+0.5%) Shares 17,615 (-2.5%) Est. Cost $119.45 Unrealized +47.3%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $665 (+2.3%) Shares 2,849 (-2.4%) Est. Cost $201.29 Unrealized +24.7%
HEFA ISHARES TR 0.0%
Value ($000) $425 (-3.2%) Shares 9,993 (-5.8%) Est. Cost $37.62 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $241 (-5.0%) Shares 905 (-14.2%) Est. Cost $199.70 Unrealized +38.8%
AOA ISHARES TR 0.0%
Value ($000) $270 (-4.4%) Shares 3,055 (-3.3%) Est. Cost $83.80 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $327 (-3.6%) Shares 4,252 (-2.6%) Est. Cost $77.64 Unrealized
ELPC COMPANHIA PARANAENSE DE ENER 0.0%
Value ($000) $126 (+9.8%) Shares 10,512 (-12.6%) Est. Cost $9.51 Unrealized
RDY DR REDDYS LABS LTD 0.0%
Value ($000) $165 (-5.9%) Shares 11,921 (-4.6%) Est. Cost $14.96 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $265 (-3.6%) Shares 11,950 (-1.6%) Est. Cost $17.74 Unrealized
USG USCF ETF TR 0.0%
Value ($000) $843 (-1.1%) Shares 22,831 (-7.0%) Est. Cost $34.94 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $1,413 (-0.6%) Shares 31,118 (-4.4%) Est. Cost $19.75 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $159 (-5.2%) Shares 29,639 (-1.5%) Est. Cost $5.85 Unrealized
ASR GRUPO AEROPORTUARIO DEL SURE 0.0%
Value ($000) $219 (-3.7%) Shares 652 (-7.4%) Est. Cost $323.11 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $352 (+2.4%) Shares 4,431 (-4.8%) Est. Cost $67.13 Unrealized +15.0%
VTR VENTAS INC 0.0%
Value ($000) $436 (+1.8%) Shares 5,335 (-3.6%) Est. Cost $59.01 Unrealized +31.1%
XSOE WISDOMTREE TR 0.0%
Value ($000) $277 (-2.6%) Shares 6,917 (-5.3%) Est. Cost $27.71 Unrealized
SMLV SPDR SERIES TRUST 0.0%
Value ($000) $300 (+2.5%) Shares 2,189 (-2.0%) Est. Cost $127.64 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $322 (-1.7%) Shares 73,405 (-2.0%) Est. Cost $5.31 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $308 (+1.7%) Shares 519 (-16.4%) Est. Cost $351.94 Unrealized +36.5%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $450 (+1.1%) Shares 11,186 (-3.7%) Est. Cost $36.89 Unrealized +5.1%
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $316 (-1.5%) Shares 9,966 (-4.1%) Est. Cost $26.76 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $583 (-0.8%) Shares 4,864 (-4.6%) Est. Cost $62.76 Unrealized +100.1%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $955 (+0.4%) Shares 16,129 (-1.8%) Est. Cost $50.38 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $951 (+0.4%) Shares 20,235 (-1.8%) Est. Cost $43.50 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $454 (-0.6%) Shares 2,176 (-6.9%) Est. Cost $180.09 Unrealized +19.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,040 (+0.2%) Shares 4,952 (-3.1%) Est. Cost $218.84 Unrealized -8.5%
DBEF DBX ETF TR 0.0%
Value ($000) $243 (-0.9%) Shares 4,915 (-3.5%) Est. Cost $42.93 Unrealized
BBDO BANCO BRADESCO S A 0.0%
Value ($000) $41 (+3.7%) Shares 12,566 (-9.6%) Est. Cost $2.92 Unrealized

Unchanged Positions (119)

AAPL APPLE INC 3.6%
Value ($000) $118,863 Shares 468,351 Est. Cost $200.95 Unrealized +30.8%
CAT CATERPILLAR INC 0.4%
Value ($000) $12,782 Shares 18,042 Est. Cost $302.75 Unrealized +126.1%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $8,299 Shares 34,238 Est. Cost $172.85 Unrealized +64.3%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value ($000) $14,806 Shares 43,812 Est. Cost $165.88 Unrealized
AVEM AMERICAN CENTY ETF TR 0.9%
Value ($000) $29,678 Shares 368,308 Est. Cost $75.12 Unrealized
WMT WALMART INC 0.3%
Value ($000) $11,164 Shares 89,830 Est. Cost $75.58 Unrealized +61.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $7,941 Shares 85,498 Est. Cost $76.84 Unrealized +13.4%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $11,231 Shares 371,633 Est. Cost $27.84 Unrealized
OKLO OKLO INC 0.1%
Value ($000) $2,245 Shares 45,263 Est. Cost $13.89 Unrealized +478.2%
THLV THOR FINL TECHNOLOGIES TR 0.5%
Value ($000) $16,924 Shares 530,355 Est. Cost $27.15 Unrealized
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $16,524 Shares 658,318 Est. Cost $29.43 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $2,933 Shares 6,362 Est. Cost $499.40 Unrealized +4.3%
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $3,108 Shares 52,883 Est. Cost $42.62 Unrealized +43.4%
USRT ISHARES TR 0.3%
Value ($000) $8,388 Shares 141,708 Est. Cost $55.53 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $4,060 Shares 9,436 Est. Cost $242.84 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $1,842 Shares 16,395 Est. Cost $86.73 Unrealized +12.3%
SGOL ETFS GOLD TR 0.1%
Value ($000) $3,811 Shares 85,404 Est. Cost $21.32 Unrealized
INSM INSMED INC 0.1%
Value ($000) $4,556 Shares 27,862 Est. Cost $54.22 Unrealized +193.3%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $3,510 Shares 5,031 Est. Cost $534.32 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $2,258 Shares 23,390 Est. Cost $80.65 Unrealized +11.0%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $549 Shares 150,000 Est. Cost $4.72 Unrealized -4.9%
NEM NEWMONT CORP 0.1%
Value ($000) $2,294 Shares 21,192 Est. Cost $50.35 Unrealized +134.6%
RDDT REDDIT INC 0.0%
Value ($000) $219 Shares 1,628 Est. Cost $205.27 Unrealized -7.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,926 Shares 20,492 Est. Cost $70.90 Unrealized +41.2%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $1,671 Shares 32,292 Est. Cost $46.69 Unrealized +17.8%
MNTN MNTN INC 0.0%
Value ($000) $352 Shares 40,000 Est. Cost $14.40 Unrealized -28.6%
C CITIGROUP INC 0.1%
Value ($000) $4,120 Shares 36,329 Est. Cost $57.78 Unrealized +101.1%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $4,916 Shares 41,436 Est. Cost $76.42 Unrealized +57.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,180 Shares 2,895 Est. Cost $390.15 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $259 Shares 14,130 Est. Cost $31.96 Unrealized -30.5%
ING ING GROEP N.V. 0.0%
Value ($000) $1,531 Shares 58,784 Est. Cost $20.20 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $224 Shares 22,036 Est. Cost $16.11 Unrealized -14.3%
CMI CUMMINS INC 0.1%
Value ($000) $1,715 Shares 3,188 Est. Cost $312.12 Unrealized +84.4%
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $1,257 Shares 34,559 Est. Cost $32.73 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $594 Shares 1,660 Est. Cost $179.11 Unrealized +97.2%
PICK ISHARES INC 0.0%
Value ($000) $959 Shares 16,944 Est. Cost $44.58 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value ($000) $2,794 Shares 114,557 Est. Cost $9.70 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $706 Shares 3,601 Est. Cost $180.06 Unrealized +5.8%
CTAS CINTAS CORP 0.0%
Value ($000) $800 Shares 4,727 Est. Cost $185.25 Unrealized +4.4%
EFAV ISHARES TR 0.0%
Value ($000) $1,303 Shares 14,264 Est. Cost $71.57 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $695 Shares 8,489 Est. Cost $54.57 Unrealized +41.6%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,391 Shares 10,889 Est. Cost $121.93 Unrealized
ATLO AMES NATL CORP 0.0%
Value ($000) $376 Shares 13,307 Est. Cost $17.29 Unrealized +48.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $355 Shares 3,492 Est. Cost $89.58 Unrealized +27.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $905 Shares 3,517 Est. Cost $278.84 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,105 Shares 7,297 Est. Cost $132.33 Unrealized
FLAHERTY & CRUMRIN PFD & INM 0.0%
Value ($000) $983 Shares 63,435 Est. Cost $14.91 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $460 Shares 7,335 Est. Cost $58.97 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $600 Shares 1,579 Est. Cost $309.50 Unrealized +32.6%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $81 Shares 10,523 Est. Cost $2.99 Unrealized +96.4%
REAVES UTIL INCOME FD 0.0%
Value ($000) $686 Shares 17,461 Est. Cost $39.48 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $304 Shares 27,591 Est. Cost $15.93 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $102 Shares 28,267 Est. Cost $8.22 Unrealized -36.9%
GUNR FLEXSHARES TR 0.0%
Value ($000) $285 Shares 5,175 Est. Cost $38.81 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $297 Shares 7,569 Est. Cost $36.47 Unrealized +17.1%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $476 Shares 102,751 Est. Cost $6.92 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $401 Shares 46,361 Est. Cost $7.91 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $854 Shares 9,384 Est. Cost $60.96 Unrealized +46.5%
IGF ISHARES TR 0.0%
Value ($000) $452 Shares 6,742 Est. Cost $49.42 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $363 Shares 2,501 Est. Cost $138.50 Unrealized +20.1%
XME SPDR SERIES TRUST 0.0%
Value ($000) $1,131 Shares 10,475 Est. Cost $93.19 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $145 Shares 41,200 Est. Cost $1.67 Unrealized +125.9%
BLND BLEND LABS INC 0.0%
Value ($000) $43 Shares 25,024 Est. Cost $3.63 Unrealized -33.2%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $636 Shares 4,358 Est. Cost $122.43 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $396 Shares 39,465 Est. Cost $10.08 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $236 Shares 21,156 Est. Cost $11.65 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $115 Shares 10,000 Est. Cost $14.72 Unrealized 0.0%
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $381 Shares 6,601 Est. Cost $41.75 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $233 Shares 4,814 Est. Cost $47.67 Unrealized
RELY REMITLY GLOBAL INC 0.0%
Value ($000) $206 Shares 13,165 Est. Cost $22.07 Unrealized -36.8%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $573 Shares 8,087 Est. Cost $61.41 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $227 Shares 1,255 Est. Cost $192.85 Unrealized +13.2%
QHDG INNOVATOR ETFS TRUST 0.0%
Value ($000) $443 Shares 15,632 Est. Cost $25.54 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $470 Shares 53,492 Est. Cost $8.12 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $868 Shares 21,802 Est. Cost $36.70 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $84 Shares 28,022 Est. Cost $3.76 Unrealized +6.4%
NOBL PROSHARES TR 0.0%
Value ($000) $1,519 Shares 14,327 Est. Cost $100.12 Unrealized
FIVA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,068 Shares 30,679 Est. Cost $34.23 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $562 Shares 11,329 Est. Cost $42.48 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $5,412 Shares 37,472 Est. Cost $147.63 Unrealized +2.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,229 Shares 8,883 Est. Cost $134.53 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $418 Shares 4,353 Est. Cost $86.88 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $219 Shares 55,824 Est. Cost $5.62 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $233 Shares 7,351 Est. Cost $27.96 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $336 Shares 2,135 Est. Cost $141.96 Unrealized +14.7%
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $205 Shares 7,702 Est. Cost $26.51 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $476 Shares 6,677 Est. Cost $71.68 Unrealized +14.7%
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $313 Shares 1,874 Est. Cost $144.40 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $229 Shares 1,569 Est. Cost $124.00 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $307 Shares 1,066 Est. Cost $220.29 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $186 Shares 20,142 Est. Cost $8.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $282 Shares 2,074 Est. Cost $138.15 Unrealized -6.7%
BEEP MOBILE INFRASTRUCTURE CORP 0.0%
Value ($000) $76 Shares 34,063 Est. Cost $3.80 Unrealized -22.8%
SEIC SEI INVTS CO 0.0%
Value ($000) $201 Shares 2,562 Est. Cost $87.83 Unrealized -4.2%
CIVB CIVISTA BANCSHARES INC 0.0%
Value ($000) $380 Shares 16,673 Est. Cost $18.56 Unrealized +26.0%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $136 Shares 11,899 Est. Cost $14.36 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $106 Shares 30,844 Est. Cost $3.99 Unrealized +9.6%
BCH BANCO DE CHILE 0.0%
Value ($000) $263 Shares 7,091 Est. Cost $38.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $211 Shares 6,198 Est. Cost $26.20 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $663 Shares 8,751 Est. Cost $70.77 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $1,010 Shares 7,619 Est. Cost $120.90 Unrealized
XT ISHARES TR 0.0%
Value ($000) $289 Shares 4,238 Est. Cost $60.11 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $203 Shares 2,739 Est. Cost $26.77 Unrealized +178.2%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $151 Shares 11,504 Est. Cost $12.36 Unrealized
NUVEEN MORTGAGE AND INCOME F 0.0%
Value ($000) $754 Shares 41,609 Est. Cost $18.28 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $771 Shares 6,933 Est. Cost $91.96 Unrealized
FCPI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $336 Shares 6,835 Est. Cost $41.15 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $343 Shares 5,334 Est. Cost $61.83 Unrealized
NUVEEN PA INVT QUALITY MUN F 0.0%
Value ($000) $270 Shares 22,611 Est. Cost $11.89 Unrealized
AVLC AMERICAN CENTY ETF TR 0.0%
Value ($000) $213 Shares 2,748 Est. Cost $76.50 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $624 Shares 12,365 Est. Cost $49.46 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $1,508 Shares 13,743 Est. Cost $77.50 Unrealized +43.5%
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $227 Shares 2,229 Est. Cost $92.06 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $263 Shares 2,785 Est. Cost $94.77 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $281 Shares 60,746 Est. Cost $4.57 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value ($000) $232 Shares 18,009 Est. Cost $15.41 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $118 Shares 10,195 Est. Cost $11.74 Unrealized +7.4%
MFS MUN INCOME TR 0.0%
Value ($000) $106 Shares 19,595 Est. Cost $5.43 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $258 Shares 2,337 Est. Cost $109.69 Unrealized