SEVEN MILE ADVISORY Diversified Active

CIK: 0001987932 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $149,834 (100.0% shares, 0.0% debt)

Holdings (175)

SPY SPDR S&P 500 ETF TRUST 12.1%
Value ($000) $18,165 Shares 32,473 Est. Cost $449.09 Unrealized
NVDA NVIDIA CORPORATION COM 7.1%
Value ($000) $10,674 Shares 98,483 Est. Cost $95.08 Unrealized +33.3%
AAPL APPLE INC COM 6.5%
Value ($000) $9,704 Shares 43,685 Est. Cost $191.09 Unrealized +20.8%
VOO VANGUARD S&P 500 ETF 4.2%
Value ($000) $6,349 Shares 12,355 Est. Cost $415.57 Unrealized
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $5,883 Shares 15,671 Est. Cost $331.30 Unrealized +22.3%
AMZN AMAZON COM INC COM 3.9%
Value ($000) $5,864 Shares 30,821 Est. Cost $138.40 Unrealized +56.8%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 2.7%
Value ($000) $4,066 Shares 157,055 Est. Cost $24.04 Unrealized
META META PLATFORMS INC CL A 2.1%
Value ($000) $3,127 Shares 5,426 Est. Cost $334.49 Unrealized +92.3%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $2,506 Shares 16,043 Est. Cost $133.08 Unrealized +37.1%
GOOGL ALPHABET INC CAP STK CL A 1.6%
Value ($000) $2,414 Shares 15,609 Est. Cost $136.82 Unrealized +32.1%
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.5%
Value ($000) $2,294 Shares 39,080 Est. Cost $57.80 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.5%
Value ($000) $2,222 Shares 27,181 Est. Cost $78.81 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $2,159 Shares 5,979 Est. Cost $297.94 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.4%
Value ($000) $2,070 Shares 8,437 Est. Cost $146.95 Unrealized +70.7%
V VISA INC COM CL A 1.1%
Value ($000) $1,706 Shares 4,867 Est. Cost $238.48 Unrealized +41.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.0%
Value ($000) $1,501 Shares 7,976 Est. Cost $157.67 Unrealized
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $1,466 Shares 2,675 Est. Cost $395.31 Unrealized +37.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.0%
Value ($000) $1,430 Shares 28,006 Est. Cost $43.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $1,413 Shares 2,654 Est. Cost $359.06 Unrealized +35.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.9%
Value ($000) $1,393 Shares 27,408 Est. Cost $47.97 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $1,286 Shares 7,683 Est. Cost $154.08 Unrealized +36.2%
LLY ELI LILLY & CO COM 0.9%
Value ($000) $1,282 Shares 1,552 Est. Cost $554.12 Unrealized +49.2%
IYY ISHARES DOW JONES U.S. ETF 0.8%
Value ($000) $1,267 Shares 9,306 Est. Cost $108.33 Unrealized
WMT WALMART INC COM 0.8%
Value ($000) $1,189 Shares 13,542 Est. Cost $58.94 Unrealized +57.7%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,183 Shares 1,251 Est. Cost $524.44 Unrealized +85.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.8%
Value ($000) $1,147 Shares 15,615 Est. Cost $72.25 Unrealized
TSLA TESLA INC COM 0.7%
Value ($000) $1,016 Shares 3,919 Est. Cost $225.56 Unrealized +47.7%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $1,003 Shares 6,047 Est. Cost $150.15 Unrealized +1.5%
NFLX NETFLIX INC COM 0.7%
Value ($000) $1,002 Shares 1,075 Est. Cost $37.00 Unrealized +157.1%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $887 Shares 1,693 Est. Cost $478.19 Unrealized +4.5%
ORCL ORACLE CORP COM 0.6%
Value ($000) $854 Shares 6,108 Est. Cost $124.26 Unrealized +30.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.5%
Value ($000) $802 Shares 1,458 Est. Cost $237.78 Unrealized +135.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $798 Shares 1 Est. Cost $497809.40 Unrealized +46.5%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $766 Shares 2,451 Est. Cost $275.13 Unrealized +6.5%
DFAS DFA U.S. Small Cap ETF 0.5%
Value ($000) $749 Shares 12,533 Est. Cost $55.97 Unrealized
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.5%
Value ($000) $731 Shares 21,695 Est. Cost $30.54 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $716 Shares 4,200 Est. Cost $145.36 Unrealized +12.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $677 Shares 14,947 Est. Cost $41.17 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $658 Shares 3,300 Est. Cost $187.27 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $636 Shares 17,226 Est. Cost $37.26 Unrealized -6.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $632 Shares 3,016 Est. Cost $148.96 Unrealized +27.1%
HD HOME DEPOT INC COM 0.4%
Value ($000) $620 Shares 1,691 Est. Cost $310.12 Unrealized +22.8%
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $619 Shares 14,835 Est. Cost $33.08 Unrealized +31.9%
IVE iShares S&P 500 Value ETF 0.4%
Value ($000) $601 Shares 3,151 Est. Cost $153.84 Unrealized
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $600 Shares 6,464 Est. Cost $68.42 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $600 Shares 2,230 Est. Cost $181.58 Unrealized +61.1%
SAP SAP SE SPON ADR 0.4%
Value ($000) $592 Shares 2,205 Est. Cost $143.63 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $591 Shares 4,967 Est. Cost $102.36 Unrealized +4.7%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $585 Shares 1,041 Est. Cost $429.43 Unrealized
INTU INTUIT COM 0.4%
Value ($000) $564 Shares 919 Est. Cost $467.81 Unrealized +27.7%
CRM SALESFORCE INC COM 0.4%
Value ($000) $560 Shares 2,085 Est. Cost $231.14 Unrealized +33.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $543 Shares 819 Est. Cost $719.73 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $534 Shares 1,710 Est. Cost $289.64 Unrealized +20.7%
ABT ABBOTT LABS COM 0.3%
Value ($000) $517 Shares 3,901 Est. Cost $104.97 Unrealized +19.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $510 Shares 1,214 Est. Cost $423.92 Unrealized
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $504 Shares 7,019 Est. Cost $42.15 Unrealized +74.8%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $493 Shares 3,107 Est. Cost $99.81 Unrealized +37.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $486 Shares 8,327 Est. Cost $98.43 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $478 Shares 5,325 Est. Cost $103.85 Unrealized -13.2%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.3%
Value ($000) $475 Shares 4,973 Est. Cost $59.25 Unrealized +83.9%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $473 Shares 4,242 Est. Cost $103.41 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $471 Shares 3,066 Est. Cost $124.23 Unrealized +28.5%
BX BLACKSTONE INC COM 0.3%
Value ($000) $450 Shares 3,216 Est. Cost $144.45 Unrealized +9.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $449 Shares 6,327 Est. Cost $57.61 Unrealized +19.2%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $448 Shares 7,265 Est. Cost $46.89 Unrealized +28.2%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $448 Shares 3,089 Est. Cost $136.97 Unrealized +21.7%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $441 Shares 5,393 Est. Cost $72.50 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $441 Shares 8,162 Est. Cost $49.59 Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $430 Shares 2,720 Est. Cost $104.30 Unrealized +82.9%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.3%
Value ($000) $427 Shares 3,300 Est. Cost $86.76 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $426 Shares 2,549 Est. Cost $144.57 Unrealized +4.1%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $422 Shares 6,074 Est. Cost $122.12 Unrealized
ADBE ADOBE INC COM 0.3%
Value ($000) $419 Shares 1,092 Est. Cost $432.97 Unrealized -1.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $418 Shares 1,681 Est. Cost $202.94 Unrealized +18.0%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $417 Shares 2,322 Est. Cost $165.78 Unrealized +9.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $413 Shares 2,000 Est. Cost $173.86 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $404 Shares 740 Est. Cost $335.31 Unrealized +76.2%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $398 Shares 8,768 Est. Cost $31.84 Unrealized +24.3%
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $395 Shares 5,396 Est. Cost $62.26 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.3%
Value ($000) $392 Shares 14,820 Est. Cost $24.15 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $392 Shares 1,768 Est. Cost $237.21 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $392 Shares 6,527 Est. Cost $40.01 Unrealized +27.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $391 Shares 8,939 Est. Cost $39.56 Unrealized
T AT&T INC COM 0.3%
Value ($000) $386 Shares 13,651 Est. Cost $14.68 Unrealized +65.9%
PEP PEPSICO INC COM 0.3%
Value ($000) $382 Shares 2,550 Est. Cost $167.52 Unrealized -14.3%
LIN LINDE PLC SHS 0.3%
Value ($000) $380 Shares 816 Est. Cost $376.63 Unrealized +18.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $376 Shares 2,179 Est. Cost $118.37 Unrealized +36.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $374 Shares 2,252 Est. Cost $116.83 Unrealized
TOST TOAST INC CL A 0.2%
Value ($000) $367 Shares 11,074 Est. Cost $24.86 Unrealized +50.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $367 Shares 687 Est. Cost $569.66 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.2%
Value ($000) $366 Shares 9,438 Est. Cost $40.07 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $360 Shares 5,026 Est. Cost $58.33 Unrealized +11.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $355 Shares 714 Est. Cost $507.49 Unrealized +6.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $344 Shares 695 Est. Cost $321.66 Unrealized +71.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $344 Shares 709 Est. Cost $354.46 Unrealized +31.5%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $344 Shares 2,945 Est. Cost $79.31 Unrealized +58.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.2%
Value ($000) $335 Shares 4,560 Est. Cost $70.81 Unrealized
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $334 Shares 896 Est. Cost $338.66 Unrealized +11.3%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $331 Shares 1,941 Est. Cost $166.15 Unrealized +11.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $328 Shares 14,000 Est. Cost $34.83 Unrealized
MFC MANULIFE FINL CORP COM 0.2%
Value ($000) $326 Shares 10,473 Est. Cost $19.58 Unrealized +54.3%
CI THE CIGNA GROUP COM 0.2%
Value ($000) $318 Shares 968 Est. Cost $261.52 Unrealized +13.1%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.2%
Value ($000) $313 Shares 5,456 Est. Cost $43.86 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $313 Shares 3,173 Est. Cost $88.40 Unrealized +20.2%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $312 Shares 1,560 Est. Cost $171.79 Unrealized +13.9%
BSX BOSTON SCIENTIFIC CORP COM 0.2%
Value ($000) $312 Shares 3,092 Est. Cost $79.22 Unrealized +27.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $311 Shares 1,925 Est. Cost $130.64 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $309 Shares 2,754 Est. Cost $87.42 Unrealized +15.0%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $304 Shares 1,483 Est. Cost $212.16 Unrealized +2.3%
TM TOYOTA MOTOR CORP ADS 0.2%
Value ($000) $304 Shares 1,721 Est. Cost $185.43 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $296 Shares 4,074 Est. Cost $76.35 Unrealized +2.3%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $295 Shares 64 Est. Cost $3838.81 Unrealized +23.7%
VICI VICI PPTYS INC COM 0.2%
Value ($000) $291 Shares 8,909 Est. Cost $29.16 Unrealized 0.0%
NOW SERVICENOW INC COM 0.2%
Value ($000) $290 Shares 364 Est. Cost $123.13 Unrealized +56.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $289 Shares 8,000 Est. Cost $32.29 Unrealized
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $288 Shares 13,000 Est. Cost $14.38 Unrealized +45.0%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $288 Shares 1,606 Est. Cost $106.07 Unrealized +76.1%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $287 Shares 660 Est. Cost $394.28 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $282 Shares 996 Est. Cost $217.31 Unrealized +12.9%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $282 Shares 3,967 Est. Cost $44.31 Unrealized +68.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $279 Shares 8,183 Est. Cost $26.35 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.2%
Value ($000) $279 Shares 10,997 Est. Cost $21.26 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $278 Shares 2,964 Est. Cost $91.77 Unrealized -4.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $278 Shares 891 Est. Cost $287.24 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.2%
Value ($000) $273 Shares 4,224 Est. Cost $59.09 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $272 Shares 11,841 Est. Cost $22.63 Unrealized
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $269 Shares 1,010 Est. Cost $223.73 Unrealized +8.6%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $269 Shares 3,917 Est. Cost $61.16 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $266 Shares 2,533 Est. Cost $102.31 Unrealized -5.4%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.2%
Value ($000) $265 Shares 19,477 Est. Cost $7.99 Unrealized
FISV FISERV INC COM 0.2%
Value ($000) $260 Shares 1,176 Est. Cost $204.14 Unrealized +7.2%
NU NU HLDGS LTD ORD SHS CL A 0.2%
Value ($000) $251 Shares 24,551 Est. Cost $9.58 Unrealized +23.3%
VUG Vanguard Growth ETF 0.2%
Value ($000) $250 Shares 673 Est. Cost $384.32 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.2%
Value ($000) $249 Shares 37,177 Est. Cost $3.85 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $246 Shares 2,918 Est. Cost $87.82 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $246 Shares 2,736 Est. Cost $81.55 Unrealized +7.2%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.2%
Value ($000) $243 Shares 4,210 Est. Cost $52.36 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value ($000) $242 Shares 951 Est. Cost $290.33 Unrealized -4.2%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $241 Shares 20,149 Est. Cost $10.64 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.2%
Value ($000) $241 Shares 3,364 Est. Cost $58.15 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $239 Shares 2,501 Est. Cost $94.54 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.2%
Value ($000) $238 Shares 2,738 Est. Cost $76.16 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.2%
Value ($000) $238 Shares 6,142 Est. Cost $38.74 Unrealized
UBS UBS GROUP AG SHS 0.2%
Value ($000) $235 Shares 7,657 Est. Cost $26.76 Unrealized +24.6%
VTV Vanguard Value ETF 0.2%
Value ($000) $234 Shares 1,353 Est. Cost $174.38 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $231 Shares 6,750 Est. Cost $32.64 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $227 Shares 2,213 Est. Cost $105.94 Unrealized +5.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $225 Shares 442 Est. Cost $507.58 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $224 Shares 1,840 Est. Cost $112.79 Unrealized +6.5%
CPA COPA HOLDINGS SA CL A 0.1%
Value ($000) $223 Shares 2,413 Est. Cost $88.05 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $223 Shares 4,737 Est. Cost $38.78 Unrealized +25.9%
ADSK AUTODESK INC COM 0.1%
Value ($000) $221 Shares 846 Est. Cost $236.40 Unrealized +20.3%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $219 Shares 467 Est. Cost $370.91 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $216 Shares 837 Est. Cost $263.25 Unrealized +4.3%
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 0.1%
Value ($000) $216 Shares 3,720 Est. Cost $55.78 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $214 Shares 226 Est. Cost $990.54 Unrealized -2.9%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $213 Shares 2,919 Est. Cost $72.04 Unrealized 0.0%
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $212 Shares 4,120 Est. Cost $55.85 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $211 Shares 1,135 Est. Cost $192.04 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.1%
Value ($000) $208 Shares 7,000 Est. Cost $29.78 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $207 Shares 106 Est. Cost $1984.94 Unrealized 0.0%
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $206 Shares 3,917 Est. Cost $54.09 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $205 Shares 4,316 Est. Cost $47.58 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $203 Shares 249 Est. Cost $896.86 Unrealized -1.8%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.1%
Value ($000) $202 Shares 14,841 Est. Cost $7.71 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $201 Shares 863 Est. Cost $236.16 Unrealized +2.5%
HLN HALEON PLC SPON ADS 0.1%
Value ($000) $167 Shares 16,250 Est. Cost $8.49 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.1%
Value ($000) $155 Shares 10,029 Est. Cost $15.46 Unrealized
WULF TERAWULF INC COM 0.1%
Value ($000) $153 Shares 56,000 Est. Cost $4.46 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $126 Shares 13,401 Est. Cost $9.23 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.1%
Value ($000) $102 Shares 18,576 Est. Cost $3.14 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.1%
Value ($000) $94 Shares 13,050 Est. Cost $11.38 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $71 Shares 18,621 Est. Cost $2.28 Unrealized
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $69 Shares 12,288 Est. Cost $4.52 Unrealized +30.1%
ALLO ALLOGENE THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 10,470 Est. Cost $1.89 Unrealized 0.0%