Cherry Tree Wealth Management, LLC Diversified Active

CIK: 0001985414 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 1, 2024

Total Value ($000): $397,630 (100.0% shares, 0.0% debt)

Holdings (595)

SPIB SPDR SER TR 5.9%
Value ($000) $23,374 Shares 715,032 Est. Cost $31.99 Unrealized
BND VANGUARD BD INDEX FDS 5.2%
Value ($000) $20,479 Shares 281,969 Est. Cost $72.50 Unrealized
SPSB SPDR SER TR 4.7%
Value ($000) $18,739 Shares 629,454 Est. Cost $29.44 Unrealized
VTV VANGUARD INDEX FDS 4.2%
Value ($000) $16,527 Shares 101,480 Est. Cost $141.98 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.3%
Value ($000) $12,937 Shares 257,870 Est. Cost $46.35 Unrealized
VYM VANGUARD WHITEHALL FDS 3.1%
Value ($000) $12,129 Shares 100,246 Est. Cost $106.55 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $12,059 Shares 22,939 Est. Cost $445.72 Unrealized
FLRN SPDR SER TR 2.9%
Value ($000) $11,513 Shares 373,425 Est. Cost $30.69 Unrealized
VBR VANGUARD INDEX FDS 2.9%
Value ($000) $11,490 Shares 59,881 Est. Cost $165.78 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.8%
Value ($000) $11,272 Shares 352,816 Est. Cost $27.15 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $10,326 Shares 133,562 Est. Cost $75.71 Unrealized
VB VANGUARD INDEX FDS 2.3%
Value ($000) $9,323 Shares 40,786 Est. Cost $200.47 Unrealized
BSV VANGUARD BD INDEX FDS 2.2%
Value ($000) $8,857 Shares 115,526 Est. Cost $75.59 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $8,655 Shares 147,574 Est. Cost $54.42 Unrealized
VTIP VANGUARD MALVERN FDS 2.1%
Value ($000) $8,409 Shares 175,596 Est. Cost $47.42 Unrealized
FNDF SCHWAB STRATEGIC TR 1.9%
Value ($000) $7,614 Shares 213,829 Est. Cost $32.43 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.8%
Value ($000) $7,070 Shares 107,328 Est. Cost $62.81 Unrealized
FNDC SCHWAB STRATEGIC TR 1.6%
Value ($000) $6,508 Shares 183,476 Est. Cost $33.31 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.6%
Value ($000) $6,287 Shares 91,386 Est. Cost $63.15 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.6%
Value ($000) $6,269 Shares 153,266 Est. Cost $34.50 Unrealized
PGX INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $5,938 Shares 499,824 Est. Cost $11.36 Unrealized
TITN TITAN MACHY INC 1.5%
Value ($000) $5,843 Shares 235,529 Est. Cost $30.14 Unrealized -13.3%
DFAT DIMENSIONAL ETF TRUST 1.4%
Value ($000) $5,708 Shares 104,862 Est. Cost $46.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $5,112 Shares 122,396 Est. Cost $40.62 Unrealized
VXUS VANGUARD STAR FDS 1.3%
Value ($000) $4,987 Shares 82,707 Est. Cost $56.01 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $4,438 Shares 51,323 Est. Cost $83.35 Unrealized
AVLV AMERICAN CENTY ETF TR 1.1%
Value ($000) $4,216 Shares 65,604 Est. Cost $57.96 Unrealized
AVEM AMERICAN CENTY ETF TR 0.9%
Value ($000) $3,672 Shares 63,346 Est. Cost $54.20 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,587 Shares 8,525 Est. Cost $309.33 Unrealized +29.1%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,559 Shares 13,692 Est. Cost $221.19 Unrealized
IBDT ISHARES TR 0.9%
Value ($000) $3,459 Shares 138,902 Est. Cost $25.02 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,357 Shares 86,041 Est. Cost $35.81 Unrealized
VTEB VANGUARD MUN BD FDS 0.8%
Value ($000) $3,127 Shares 61,800 Est. Cost $49.85 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $3,119 Shares 31,841 Est. Cost $97.98 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,085 Shares 18,213 Est. Cost $151.04 Unrealized
AVUV AMERICAN CENTY ETF TR 0.7%
Value ($000) $2,893 Shares 30,875 Est. Cost $90.02 Unrealized
IBDS ISHARES TR 0.7%
Value ($000) $2,636 Shares 110,770 Est. Cost $23.90 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,575 Shares 43,983 Est. Cost $58.63 Unrealized
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,534 Shares 41,499 Est. Cost $51.70 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $2,517 Shares 14,675 Est. Cost $172.06 Unrealized +4.8%
DFAX DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,412 Shares 94,803 Est. Cost $23.30 Unrealized
IBDU ISHARES TR 0.6%
Value ($000) $2,280 Shares 99,917 Est. Cost $22.96 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,076 Shares 81,321 Est. Cost $24.71 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $1,977 Shares 17,150 Est. Cost $97.65 Unrealized
ISHARES TR 0.5%
Value ($000) $1,941 Shares 77,498 Est. Cost $24.67 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,881 Shares 3,913 Est. Cost $433.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,837 Shares 3,512 Est. Cost $443.14 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,818 Shares 31,413 Est. Cost $54.50 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,742 Shares 15,361 Est. Cost $80.08 Unrealized +24.1%
DHS WISDOMTREE TR 0.4%
Value ($000) $1,692 Shares 19,528 Est. Cost $79.57 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,666 Shares 36,218 Est. Cost $45.80 Unrealized
IBTE ISHARES TR 0.4%
Value ($000) $1,570 Shares 65,595 Est. Cost $23.82 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $1,499 Shares 20,197 Est. Cost $67.50 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,455 Shares 23,332 Est. Cost $55.06 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,379 Shares 22,213 Est. Cost $52.87 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,354 Shares 16,198 Est. Cost $74.33 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,347 Shares 3,912 Est. Cost $282.96 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,330 Shares 11,381 Est. Cost $110.82 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,319 Shares 15,135 Est. Cost $79.02 Unrealized +2.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,183 Shares 1,521 Est. Cost $411.47 Unrealized +70.7%
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,174 Shares 31,949 Est. Cost $32.85 Unrealized
SKOR FLEXSHARES TR 0.3%
Value ($000) $1,172 Shares 24,535 Est. Cost $46.88 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,073 Shares 17,438 Est. Cost $51.93 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $1,011 Shares 31,367 Est. Cost $30.93 Unrealized
ISHARES TR 0.3%
Value ($000) $1,002 Shares 40,400 Est. Cost $24.54 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $935 Shares 39,212 Est. Cost $23.84 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $911 Shares 8,463 Est. Cost $106.73 Unrealized
MMM 3M CO 0.2%
Value ($000) $898 Shares 8,467 Est. Cost $77.55 Unrealized +2.2%
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $883 Shares 9,474 Est. Cost $78.35 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $867 Shares 16,794 Est. Cost $49.18 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $845 Shares 20,140 Est. Cost $42.36 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $842 Shares 16,693 Est. Cost $50.14 Unrealized
DNP SELECT INCOME FD INC 0.2%
Value ($000) $720 Shares 79,355 Est. Cost $10.48 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $655 Shares 14,661 Est. Cost $28.41 Unrealized +36.0%
IWM ISHARES TR 0.2%
Value ($000) $642 Shares 3,051 Est. Cost $187.27 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $629 Shares 3,139 Est. Cost $130.73 Unrealized +32.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $609 Shares 2,675 Est. Cost $156.19 Unrealized +29.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $606 Shares 3,738 Est. Cost $141.32 Unrealized +6.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $594 Shares 657 Est. Cost $63.11 Unrealized +14.8%
STPZ PIMCO ETF TR 0.1%
Value ($000) $563 Shares 10,925 Est. Cost $50.58 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $557 Shares 8,202 Est. Cost $62.62 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $546 Shares 3,320 Est. Cost $137.25 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $544 Shares 9,994 Est. Cost $48.94 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $531 Shares 15,226 Est. Cost $36.55 Unrealized -18.6%
IJR ISHARES TR 0.1%
Value ($000) $504 Shares 4,562 Est. Cost $99.65 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $503 Shares 8,888 Est. Cost $54.98 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $497 Shares 9,725 Est. Cost $50.82 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $494 Shares 9,628 Est. Cost $50.17 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $484 Shares 3,397 Est. Cost $142.17 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $473 Shares 5,784 Est. Cost $81.09 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $472 Shares 4,504 Est. Cost $104.04 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $466 Shares 6,573 Est. Cost $67.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $463 Shares 2,537 Est. Cost $160.43 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $455 Shares 1,898 Est. Cost $202.72 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $448 Shares 14,168 Est. Cost $30.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $436 Shares 6,636 Est. Cost $65.44 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $430 Shares 2,456 Est. Cost $170.56 Unrealized -7.8%
GGG GRACO INC 0.1%
Value ($000) $428 Shares 4,578 Est. Cost $75.06 Unrealized +14.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $417 Shares 2,311 Est. Cost $131.74 Unrealized +26.7%
TDTT FLEXSHARES TR 0.1%
Value ($000) $413 Shares 17,400 Est. Cost $23.53 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $409 Shares 16,558 Est. Cost $23.43 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $407 Shares 5,051 Est. Cost $73.61 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $404 Shares 817 Est. Cost $470.67 Unrealized +3.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $404 Shares 15,997 Est. Cost $24.65 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $397 Shares 12,160 Est. Cost $28.79 Unrealized
NUBD NUSHARES ETF TR 0.1%
Value ($000) $394 Shares 17,956 Est. Cost $21.98 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $388 Shares 793 Est. Cost $275.21 Unrealized +62.3%
CMF ISHARES TR 0.1%
Value ($000) $384 Shares 6,669 Est. Cost $56.95 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $373 Shares 2,449 Est. Cost $130.36 Unrealized +9.9%
IDV ISHARES TR 0.1%
Value ($000) $366 Shares 13,037 Est. Cost $26.33 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $364 Shares 3,191 Est. Cost $96.64 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $361 Shares 8,567 Est. Cost $40.19 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $358 Shares 1,447 Est. Cost $207.06 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $352 Shares 918 Est. Cost $276.41 Unrealized +26.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $351 Shares 19,137 Est. Cost $14.79 Unrealized +8.1%
IWS ISHARES TR 0.1%
Value ($000) $345 Shares 2,754 Est. Cost $109.85 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $344 Shares 2,177 Est. Cost $149.02 Unrealized +0.8%
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $341 Shares 12,537 Est. Cost $23.70 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $340 Shares 4,865 Est. Cost $77.49 Unrealized -21.8%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $339 Shares 5,895 Est. Cost $53.46 Unrealized
FPI FARMLAND PARTNERS INC 0.1%
Value ($000) $333 Shares 30,000 Est. Cost $12.21 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $328 Shares 2,663 Est. Cost $113.30 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $328 Shares 4,105 Est. Cost $72.50 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $317 Shares 1,102 Est. Cost $243.74 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $316 Shares 4,850 Est. Cost $59.46 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $315 Shares 38,000 Est. Cost $7.79 Unrealized
ISHARES TR 0.1%
Value ($000) $315 Shares 13,542 Est. Cost $23.14 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $312 Shares 2,381 Est. Cost $122.71 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $312 Shares 702 Est. Cost $369.53 Unrealized
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $310 Shares 9,265 Est. Cost $28.45 Unrealized
BSCW INVESCO EXCHNG TRAD SLF INDE 0.1%
Value ($000) $306 Shares 15,132 Est. Cost $20.25 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $305 Shares 7,614 Est. Cost $40.55 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $305 Shares 1,081 Est. Cost $273.44 Unrealized +1.7%
SUSB ISHARES TR 0.1%
Value ($000) $300 Shares 12,245 Est. Cost $23.91 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $293 Shares 5,187 Est. Cost $67.56 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $291 Shares 1,642 Est. Cost $134.98 Unrealized +5.2%
PFFD GLOBAL X FDS 0.1%
Value ($000) $289 Shares 14,313 Est. Cost $19.39 Unrealized
IBDW ISHARES TR 0.1%
Value ($000) $280 Shares 13,643 Est. Cost $20.50 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $277 Shares 9,165 Est. Cost $27.80 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $267 Shares 4,690 Est. Cost $48.16 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $266 Shares 1,629 Est. Cost $88.54 Unrealized +52.4%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $265 Shares 4,638 Est. Cost $50.45 Unrealized
T AT&T INC 0.1%
Value ($000) $257 Shares 14,592 Est. Cost $14.79 Unrealized +5.6%
MTUM ISHARES TR 0.1%
Value ($000) $254 Shares 1,356 Est. Cost $144.25 Unrealized
VFMF VANGUARD WELLINGTON FD 0.1%
Value ($000) $254 Shares 2,002 Est. Cost $103.91 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $250 Shares 9,021 Est. Cost $33.22 Unrealized -25.8%
SMB VANECK ETF TRUST 0.1%
Value ($000) $250 Shares 14,688 Est. Cost $16.84 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $248 Shares 15,366 Est. Cost $16.12 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $245 Shares 3,394 Est. Cost $63.60 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $244 Shares 1,618 Est. Cost $114.24 Unrealized +24.3%
WMT WALMART INC 0.1%
Value ($000) $243 Shares 4,035 Est. Cost $53.71 Unrealized +4.3%
IBDV ISHARES TR 0.1%
Value ($000) $239 Shares 11,170 Est. Cost $21.56 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $221 Shares 4,080 Est. Cost $48.07 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $214 Shares 489 Est. Cost $296.47 Unrealized +31.8%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $204 Shares 4,148 Est. Cost $48.88 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 2,630 Est. Cost $74.17 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $200 Shares 3,459 Est. Cost $38.06 Unrealized +31.7%
RTX RTX CORPORATION 0.0%
Value ($000) $197 Shares 2,024 Est. Cost $92.28 Unrealized -5.9%
ZTS ZOETIS INC 0.0%
Value ($000) $197 Shares 1,166 Est. Cost $168.11 Unrealized +9.1%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $193 Shares 25,400 Est. Cost $6.01 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $189 Shares 7,552 Est. Cost $22.67 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $189 Shares 36,000 Est. Cost $5.12 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $188 Shares 4,890 Est. Cost $58.19 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $182 Shares 1,799 Est. Cost $93.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $181 Shares 950 Est. Cost $123.62 Unrealized +39.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $181 Shares 674 Est. Cost $220.06 Unrealized +12.5%
IWN ISHARES TR 0.0%
Value ($000) $179 Shares 1,129 Est. Cost $140.80 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $173 Shares 2,627 Est. Cost $59.48 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $172 Shares 3,201 Est. Cost $60.77 Unrealized -12.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $163 Shares 445 Est. Cost $217.97 Unrealized +42.7%
IYW ISHARES TR 0.0%
Value ($000) $162 Shares 1,203 Est. Cost $108.87 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $162 Shares 1,231 Est. Cost $104.24 Unrealized +11.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $154 Shares 1,328 Est. Cost $99.61 Unrealized -1.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $146 Shares 3,345 Est. Cost $36.57 Unrealized -2.4%
EPP ISHARES INC 0.0%
Value ($000) $145 Shares 3,396 Est. Cost $42.24 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $143 Shares 2,360 Est. Cost $100.89 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $140 Shares 492 Est. Cost $213.65 Unrealized +29.2%
IWY ISHARES TR 0.0%
Value ($000) $139 Shares 715 Est. Cost $158.56 Unrealized
NKE NIKE INC 0.0%
Value ($000) $137 Shares 1,459 Est. Cost $111.33 Unrealized -12.1%
DSI ISHARES TR 0.0%
Value ($000) $136 Shares 1,350 Est. Cost $84.30 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $134 Shares 256 Est. Cost $442.16 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $134 Shares 540 Est. Cost $241.97 Unrealized -4.7%
WOOD ISHARES TR 0.0%
Value ($000) $131 Shares 1,556 Est. Cost $71.70 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $131 Shares 1,933 Est. Cost $66.45 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $128 Shares 1,675 Est. Cost $66.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $126 Shares 855 Est. Cost $132.73 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $124 Shares 31,600 Est. Cost $3.61 Unrealized +16.2%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $123 Shares 429 Est. Cost $235.32 Unrealized
V VISA INC 0.0%
Value ($000) $122 Shares 439 Est. Cost $225.42 Unrealized +20.8%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $120 Shares 481 Est. Cost $213.74 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $115 Shares 459 Est. Cost $203.27 Unrealized +15.2%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $113 Shares 1,103 Est. Cost $81.24 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $113 Shares 2,847 Est. Cost $34.70 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $113 Shares 1,844 Est. Cost $57.35 Unrealized -1.1%
EEM ISHARES TR 0.0%
Value ($000) $110 Shares 2,689 Est. Cost $39.56 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $110 Shares 181 Est. Cost $37.37 Unrealized +50.9%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $109 Shares 990 Est. Cost $96.98 Unrealized
QDEF FLEXSHARES TR 0.0%
Value ($000) $108 Shares 1,682 Est. Cost $55.90 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $108 Shares 881 Est. Cost $92.55 Unrealized +10.6%
O REALTY INCOME CORP 0.0%
Value ($000) $107 Shares 1,982 Est. Cost $52.57 Unrealized -7.5%
HYG ISHARES TR 0.0%
Value ($000) $106 Shares 1,365 Est. Cost $75.07 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $105 Shares 665 Est. Cost $142.99 Unrealized -2.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $103 Shares 1,289 Est. Cost $64.30 Unrealized +10.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $102 Shares 1,029 Est. Cost $80.64 Unrealized +11.0%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $102 Shares 4,552 Est. Cost $22.74 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $102 Shares 1,051 Est. Cost $85.15 Unrealized +3.9%
SPTM SPDR SER TR 0.0%
Value ($000) $101 Shares 1,570 Est. Cost $54.44 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $99 Shares 2,004 Est. Cost $43.80 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $98 Shares 398 Est. Cost $189.19 Unrealized +24.5%
IBDX ISHARES TR 0.0%
Value ($000) $97 Shares 3,905 Est. Cost $24.81 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $96 Shares 764 Est. Cost $107.32 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $95 Shares 374 Est. Cost $199.28 Unrealized +11.4%
NVDL GRANITESHARES ETF TR 0.0%
Value ($000) $95 Shares 2,291 Est. Cost $41.50 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $94 Shares 420 Est. Cost $223.26 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $92 Shares 190 Est. Cost $304.84 Unrealized +45.4%
FXI ISHARES TR 0.0%
Value ($000) $91 Shares 3,790 Est. Cost $27.19 Unrealized
SRE SEMPRA 0.0%
Value ($000) $90 Shares 1,258 Est. Cost $67.69 Unrealized -0.5%
ISTB ISHARES TR 0.0%
Value ($000) $89 Shares 1,869 Est. Cost $46.64 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $86 Shares 482 Est. Cost $159.21 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $86 Shares 255 Est. Cost $273.03 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $79 Shares 1,795 Est. Cost $30.72 Unrealized +43.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $29.09 Unrealized +15.5%
AGZD WISDOMTREE TR 0.0%
Value ($000) $76 Shares 3,458 Est. Cost $44.24 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $76 Shares 251 Est. Cost $214.43 Unrealized +33.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $45.45 Unrealized -8.0%
ORCL ORACLE CORP 0.0%
Value ($000) $75 Shares 595 Est. Cost $103.01 Unrealized +9.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $74 Shares 1,480 Est. Cost $45.79 Unrealized +3.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $74 Shares 920 Est. Cost $57.97 Unrealized +15.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $73 Shares 100 Est. Cost $495.93 Unrealized +42.5%
NULG NUSHARES ETF TR 0.0%
Value ($000) $73 Shares 951 Est. Cost $62.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $71 Shares 1,215 Est. Cost $42.52 Unrealized +29.3%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $70 Shares 1,943 Est. Cost $27.83 Unrealized +14.7%
HYS PIMCO ETF TR 0.0%
Value ($000) $69 Shares 733 Est. Cost $91.21 Unrealized
OXM OXFORD INDS INC 0.0%
Value ($000) $67 Shares 600 Est. Cost $101.46 Unrealized -0.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $67 Shares 69 Est. Cost $724.75 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $67 Shares 1,002 Est. Cost $56.39 Unrealized
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $66 Shares 2,731 Est. Cost $25.38 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $64 Shares 162 Est. Cost $343.85 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $64 Shares 313 Est. Cost $178.27 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $58 Shares 2,567 Est. Cost $20.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $57 Shares 277 Est. Cost $172.97 Unrealized +4.5%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $42.10 Unrealized +13.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $55 Shares 1,013 Est. Cost $58.94 Unrealized -21.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $55 Shares 784 Est. Cost $68.54 Unrealized +0.5%
ISHARES TR 0.0%
Value ($000) $53 Shares 2,274 Est. Cost $23.19 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $52 Shares 1,440 Est. Cost $34.38 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $52 Shares 307 Est. Cost $121.37 Unrealized +22.4%
SAP SAP SE 0.0%
Value ($000) $51 Shares 264 Est. Cost $141.89 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $50 Shares 2,275 Est. Cost $22.39 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $49 Shares 380 Est. Cost $128.40 Unrealized
KR KROGER CO 0.0%
Value ($000) $47 Shares 823 Est. Cost $45.00 Unrealized +5.2%
GOVT ISHARES TR 0.0%
Value ($000) $46 Shares 2,006 Est. Cost $22.90 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $46 Shares 881 Est. Cost $47.17 Unrealized
TLTE FLEXSHARES TR 0.0%
Value ($000) $45 Shares 883 Est. Cost $48.73 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $44 Shares 214 Est. Cost $122.26 Unrealized +47.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 251 Est. Cost $148.83 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $44 Shares 3,121 Est. Cost $18.07 Unrealized
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $43 Shares 799 Est. Cost $51.48 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $43 Shares 521 Est. Cost $84.06 Unrealized -10.5%
DEM WISDOMTREE TR 0.0%
Value ($000) $43 Shares 1,019 Est. Cost $38.26 Unrealized
XT ISHARES TR 0.0%
Value ($000) $43 Shares 713 Est. Cost $55.60 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $42 Shares 445 Est. Cost $98.88 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $42 Shares 115 Est. Cost $257.67 Unrealized +23.3%
DRIV GLOBAL X FDS 0.0%
Value ($000) $42 Shares 1,685 Est. Cost $26.04 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $41 Shares 73 Est. Cost $412.89 Unrealized +33.3%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $40 Shares 1,118 Est. Cost $32.54 Unrealized
IBHH ISHARES TR 0.0%
Value ($000) $40 Shares 1,711 Est. Cost $23.34 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $40 Shares 212 Est. Cost $161.19 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $40 Shares 186 Est. Cost $158.75 Unrealized +20.3%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $39 Shares 454 Est. Cost $70.21 Unrealized +17.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $39 Shares 571 Est. Cost $52.25 Unrealized +23.0%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $38 Shares 1,268 Est. Cost $25.40 Unrealized
XC WISDOMTREE TR 0.0%
Value ($000) $37 Shares 1,210 Est. Cost $30.68 Unrealized
NULC NUSHARES ETF TR 0.0%
Value ($000) $36 Shares 825 Est. Cost $36.27 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $35 Shares 2,211 Est. Cost $12.70 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $34 Shares 223 Est. Cost $147.59 Unrealized -5.1%
EMXC ISHARES INC 0.0%
Value ($000) $34 Shares 585 Est. Cost $52.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $33 Shares 240 Est. Cost $136.05 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $33 Shares 699 Est. Cost $46.07 Unrealized
AIVI WISDOMTREE TR 0.0%
Value ($000) $32 Shares 788 Est. Cost $39.00 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $32 Shares 340 Est. Cost $78.62 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $32 Shares 109 Est. Cost $216.04 Unrealized +11.0%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $31 Shares 561 Est. Cost $52.51 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $31 Shares 715 Est. Cost $38.31 Unrealized +6.0%
ABBV ABBVIE INC 0.0%
Value ($000) $31 Shares 168 Est. Cost $133.70 Unrealized +21.2%
IBTG ISHARES TR 0.0%
Value ($000) $30 Shares 1,336 Est. Cost $22.86 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $30 Shares 2,267 Est. Cost $10.69 Unrealized +0.0%
IDU ISHARES TR 0.0%
Value ($000) $30 Shares 356 Est. Cost $81.75 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $30 Shares 54 Est. Cost $352.73 Unrealized +41.3%
HYZD WISDOMTREE TR 0.0%
Value ($000) $30 Shares 1,354 Est. Cost $21.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $30 Shares 708 Est. Cost $31.20 Unrealized +15.1%
BA BOEING CO 0.0%
Value ($000) $30 Shares 153 Est. Cost $207.72 Unrealized -1.1%
QHY WISDOMTREE TR 0.0%
Value ($000) $28 Shares 624 Est. Cost $44.15 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $28 Shares 246 Est. Cost $101.84 Unrealized +8.8%
ADBE ADOBE INC 0.0%
Value ($000) $28 Shares 55 Est. Cost $415.23 Unrealized +38.0%
EWJ ISHARES INC 0.0%
Value ($000) $27 Shares 381 Est. Cost $67.78 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $27 Shares 430 Est. Cost $54.82 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $27 Shares 129 Est. Cost $174.83 Unrealized +10.6%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $26 Shares 623 Est. Cost $40.94 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $26 Shares 600 Est. Cost $34.92 Unrealized +5.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $26 Shares 385 Est. Cost $71.07 Unrealized
AMLIF AMERICAN LITHIUM CORP 0.0%
Value ($000) $26 Shares 38,300 Est. Cost $2.10 Unrealized -59.4%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $26 Shares 125 Est. Cost $194.46 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $25 Shares 534 Est. Cost $36.76 Unrealized +7.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $25 Shares 45 Est. Cost $478.91 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $25 Shares 269 Est. Cost $84.48 Unrealized +0.6%
HRB BLOCK H & R INC 0.0%
Value ($000) $24 Shares 489 Est. Cost $29.86 Unrealized +50.6%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 713 Est. Cost $30.45 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $23 Shares 250 Est. Cost $72.65 Unrealized +20.0%
GSK GSK PLC 0.0%
Value ($000) $23 Shares 542 Est. Cost $35.64 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $23 Shares 375 Est. Cost $105.57 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $22 Shares 270 Est. Cost $77.74 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $21 Shares 1,744 Est. Cost $8.49 Unrealized +30.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $21 Shares 777 Est. Cost $24.29 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $21 Shares 488 Est. Cost $41.45 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $20 Shares 267 Est. Cost $67.44 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $20 Shares 258 Est. Cost $27.17 Unrealized +5.0%
HWKN HAWKINS INC 0.0%
Value ($000) $20 Shares 255 Est. Cost $45.10 Unrealized +52.1%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $19 Shares 754 Est. Cost $23.14 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 209 Est. Cost $79.79 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $19 Shares 160 Est. Cost $73.47 Unrealized +34.2%
EQT EQT CORP 0.0%
Value ($000) $19 Shares 500 Est. Cost $34.01 Unrealized +2.4%
DIV GLOBAL X FDS 0.0%
Value ($000) $19 Shares 1,064 Est. Cost $16.20 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 143 Est. Cost $105.71 Unrealized +1.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $18 Shares 88 Est. Cost $120.98 Unrealized +41.0%
ALRS ALERUS FINL CORP 0.0%
Value ($000) $18 Shares 830 Est. Cost $14.91 Unrealized +36.2%
KRE SPDR SER TR 0.0%
Value ($000) $18 Shares 360 Est. Cost $40.83 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $18 Shares 277 Est. Cost $62.27 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $17 Shares 147 Est. Cost $89.83 Unrealized 0.0%
IBTM ISHARES TR 0.0%
Value ($000) $17 Shares 758 Est. Cost $22.67 Unrealized
IBTL ISHARES TR 0.0%
Value ($000) $17 Shares 852 Est. Cost $20.16 Unrealized
IBTO ISHARES TR 0.0%
Value ($000) $17 Shares 707 Est. Cost $24.29 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $17 Shares 265 Est. Cost $51.70 Unrealized +13.4%
BPOP POPULAR INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $66.61 Unrealized +19.3%
AEE AMEREN CORP 0.0%
Value ($000) $17 Shares 226 Est. Cost $78.68 Unrealized -14.9%
ETN EATON CORP PLC 0.0%
Value ($000) $16 Shares 52 Est. Cost $184.81 Unrealized +44.8%
INVESCO CALIF VALUE MUN INCO 0.0%
Value ($000) $16 Shares 1,625 Est. Cost $9.58 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $16 Shares 124 Est. Cost $125.76 Unrealized -9.3%
MDYV SPDR SER TR 0.0%
Value ($000) $16 Shares 209 Est. Cost $68.78 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $16 Shares 5 Est. Cost $2550.38 Unrealized +12.1%
DOW DOW INC 0.0%
Value ($000) $16 Shares 269 Est. Cost $45.25 Unrealized +8.2%
UNM UNUM GROUP 0.0%
Value ($000) $15 Shares 284 Est. Cost $43.63 Unrealized +11.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $15 Shares 86 Est. Cost $79.83 Unrealized +45.8%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $15 Shares 221 Est. Cost $54.06 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $15 Shares 162 Est. Cost $86.73 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $15 Shares 84 Est. Cost $158.95 Unrealized -0.7%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 251 Est. Cost $56.63 Unrealized -10.7%
STRA STRATEGIC ED INC 0.0%
Value ($000) $14 Shares 136 Est. Cost $76.03 Unrealized +22.1%
SONY SONY GROUP CORP 0.0%
Value ($000) $14 Shares 165 Est. Cost $94.69 Unrealized
IBTJ ISHARES TR 0.0%
Value ($000) $13 Shares 627 Est. Cost $21.57 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $13 Shares 230 Est. Cost $48.01 Unrealized
OEC ORION S.A. 0.0%
Value ($000) $13 Shares 555 Est. Cost $22.94 Unrealized +0.8%
SPYV SPDR SER TR 0.0%
Value ($000) $13 Shares 259 Est. Cost $43.20 Unrealized
GLW CORNING INC 0.0%
Value ($000) $13 Shares 385 Est. Cost $27.12 Unrealized +12.3%
SDG ISHARES TR 0.0%
Value ($000) $13 Shares 161 Est. Cost $79.06 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $12 Shares 23 Est. Cost $416.71 Unrealized +20.8%
DVYE ISHARES INC 0.0%
Value ($000) $12 Shares 469 Est. Cost $24.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $12 Shares 62 Est. Cost $178.08 Unrealized +4.5%
CB CHUBB LIMITED 0.0%
Value ($000) $12 Shares 47 Est. Cost $195.47 Unrealized +23.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $12 Shares 25 Est. Cost $426.55 Unrealized +4.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $12 Shares 35 Est. Cost $295.11 Unrealized +20.2%
SNY SANOFI 0.0%
Value ($000) $12 Shares 242 Est. Cost $53.90 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 127 Est. Cost $97.26 Unrealized -8.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $11 Shares 66 Est. Cost $150.31 Unrealized +10.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $11 Shares 180 Est. Cost $39.67 Unrealized +27.0%
AON AON PLC 0.0%
Value ($000) $11 Shares 33 Est. Cost $325.28 Unrealized -5.9%
CWB SPDR SER TR 0.0%
Value ($000) $11 Shares 150 Est. Cost $72.15 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $11 Shares 275 Est. Cost $44.74 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $11 Shares 129 Est. Cost $77.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $307.90 Unrealized +20.9%
IBHF ISHARES TR 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.92 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $10 Shares 118 Est. Cost $76.97 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $176.89 Unrealized +5.3%
MDYG SPDR SER TR 0.0%
Value ($000) $10 Shares 117 Est. Cost $71.66 Unrealized
IBTI ISHARES TR 0.0%
Value ($000) $10 Shares 457 Est. Cost $21.94 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.52 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $10 Shares 129 Est. Cost $25.68 Unrealized +32.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $10 Shares 86 Est. Cost $37.96 Unrealized +35.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $10 Shares 17 Est. Cost $531.52 Unrealized +4.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $442.65 Unrealized +8.9%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 119 Est. Cost $44.50 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $10 Shares 53 Est. Cost $143.53 Unrealized +18.5%
SCZ ISHARES TR 0.0%
Value ($000) $10 Shares 153 Est. Cost $58.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 221 Est. Cost $33.71 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $9 Shares 105 Est. Cost $72.39 Unrealized +14.5%
SUSL ISHARES TR 0.0%
Value ($000) $9 Shares 98 Est. Cost $77.43 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $206.59 Unrealized +21.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $9 Shares 26 Est. Cost $242.38 Unrealized +29.3%
MET METLIFE INC 0.0%
Value ($000) $9 Shares 119 Est. Cost $51.22 Unrealized +28.9%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 316 Est. Cost $26.77 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 121 Est. Cost $63.78 Unrealized +1.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 32 Est. Cost $244.84 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $9 Shares 35 Est. Cost $202.74 Unrealized +8.6%
HEI HEICO CORP NEW 0.0%
Value ($000) $8 Shares 44 Est. Cost $168.55 Unrealized +10.1%
KLAC KLA CORP 0.0%
Value ($000) $8 Shares 12 Est. Cost $459.18 Unrealized +37.6%
BBY BEST BUY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.62 Unrealized +5.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $8 Shares 216 Est. Cost $26.62 Unrealized +23.2%
WISDOMTREE TR 0.0%
Value ($000) $8 Shares 286 Est. Cost $34.84 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $42.14 Unrealized -17.7%
CC CHEMOURS CO 0.0%
Value ($000) $8 Shares 304 Est. Cost $27.54 Unrealized -4.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.51 Unrealized +0.5%
VLUE ISHARES TR 0.0%
Value ($000) $8 Shares 70 Est. Cost $93.80 Unrealized
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $8 Shares 316 Est. Cost $18.48 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $7 Shares 68 Est. Cost $95.95 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $388.65 Unrealized +9.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $7 Shares 41 Est. Cost $195.49 Unrealized -1.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.55 Unrealized -2.2%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $7 Shares 57 Est. Cost $124.47 Unrealized -6.0%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $75.20 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $48.99 Unrealized +15.1%
ESGD ISHARES TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $72.93 Unrealized
COR CENCORA INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $169.11 Unrealized +33.9%
SPAB SPDR SER TR 0.0%
Value ($000) $7 Shares 277 Est. Cost $25.42 Unrealized
HPQ HP INC 0.0%
Value ($000) $7 Shares 227 Est. Cost $27.12 Unrealized +0.7%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $162.01 Unrealized +21.0%
HUM HUMANA INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $488.15 Unrealized -24.3%
PIONEER NAT RES CO 0.0%
Value ($000) $7 Shares 25 Est. Cost $229.56 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $7 Shares 26 Est. Cost $182.70 Unrealized +30.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 72 Est. Cost $36.64 Unrealized +40.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $50.45 Unrealized +27.4%
CXT CRANE NXT CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.81 Unrealized +10.7%
JOUT JOHNSON OUTDOORS INC 0.0%
Value ($000) $6 Shares 134 Est. Cost $59.77 Unrealized -23.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $97.23 Unrealized +45.0%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $68.73 Unrealized +76.4%
TKR TIMKEN CO 0.0%
Value ($000) $6 Shares 68 Est. Cost $78.85 Unrealized +4.6%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 676 Est. Cost $8.38 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $6 Shares 38 Est. Cost $123.14 Unrealized +9.8%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $6 Shares 1,182 Est. Cost $4.70 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 272 Est. Cost $19.53 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $5 Shares 20 Est. Cost $242.70 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 37 Est. Cost $125.05 Unrealized +8.1%
SSYS STRATASYS LTD 0.0%
Value ($000) $5 Shares 463 Est. Cost $15.66 Unrealized -18.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $5 Shares 56 Est. Cost $85.35 Unrealized -1.6%
LIN LINDE PLC 0.0%
Value ($000) $5 Shares 12 Est. Cost $352.90 Unrealized +19.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $5 Shares 82 Est. Cost $57.57 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $5 Shares 187 Est. Cost $22.13 Unrealized +0.9%
TILT FLEXSHARES TR 0.0%
Value ($000) $5 Shares 26 Est. Cost $168.58 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $5 Shares 112 Est. Cost $61.27 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $5 Shares 225 Est. Cost $22.26 Unrealized
BALL BALL CORP 0.0%
Value ($000) $5 Shares 74 Est. Cost $52.22 Unrealized +13.4%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $5 Shares 252 Est. Cost $16.81 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $336.94 Unrealized +25.5%
RBLX ROBLOX CORP 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.14 Unrealized +1.1%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $5 Shares 27 Est. Cost $183.04 Unrealized -9.8%
EOG EOG RES INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $104.44 Unrealized +5.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $96.42 Unrealized +5.5%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 106 Est. Cost $41.08 Unrealized
NUSA NUSHARES ETF TR 0.0%
Value ($000) $5 Shares 197 Est. Cost $22.84 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $5 Shares 64 Est. Cost $79.36 Unrealized -10.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $46.94 Unrealized -13.9%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 66 Est. Cost $61.71 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $199.96 Unrealized -2.3%
RACE FERRARI N V 0.0%
Value ($000) $4 Shares 10 Est. Cost $387.39 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $198.96 Unrealized +20.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $134.79 Unrealized +29.7%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $4 Shares 215 Est. Cost $12.17 Unrealized +53.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 227 Est. Cost $14.20 Unrealized +8.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $104.05 Unrealized +51.6%
MOO VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 52 Est. Cost $81.73 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $4 Shares 8 Est. Cost $369.85 Unrealized +22.4%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $4 Shares 43 Est. Cost $60.80 Unrealized +26.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $4 Shares 920 Est. Cost $4.53 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $4 Shares 76 Est. Cost $44.00 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $139.36 Unrealized +119.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $3 Shares 50 Est. Cost $65.07 Unrealized 0.0%
REET ISHARES TR 0.0%
Value ($000) $3 Shares 146 Est. Cost $22.97 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $107.19 Unrealized +26.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $132.67 Unrealized -7.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $3 Shares 13 Est. Cost $251.69 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $79.95 Unrealized -5.0%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 919 Est. Cost $4.16 Unrealized
INTU INTUIT 0.0%
Value ($000) $3 Shares 5 Est. Cost $430.92 Unrealized +46.5%
EFG ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $95.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $431.49 Unrealized -3.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $208.76 Unrealized +15.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 427 Est. Cost $7.94 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $23.24 Unrealized +20.8%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 4 Est. Cost $99.98 Unrealized +51.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $26.95 Unrealized +23.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1636.68 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $289.15 Unrealized -34.8%
CDW CDW CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $168.84 Unrealized +37.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $3 Shares 8 Est. Cost $330.34 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $155.17 Unrealized -0.9%
EXPO EXPONENT INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.75 Unrealized -11.3%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $3 Shares 32 Est. Cost $77.35 Unrealized 0.0%
BL BLACKLINE INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.51 Unrealized +9.3%
WDAY WORKDAY INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.31 Unrealized +42.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 301 Est. Cost $12.98 Unrealized -25.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $48.12 Unrealized +41.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 119 Est. Cost $13.53 Unrealized +57.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 28 Est. Cost $79.45 Unrealized +4.4%
EPR EPR PPTYS 0.0%
Value ($000) $3 Shares 59 Est. Cost $46.81 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.68 Unrealized -24.4%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $2 Shares 393 Est. Cost $5.46 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $2 Shares 44 Est. Cost $55.98 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 44 Est. Cost $47.83 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $212.93 Unrealized +16.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $202.26 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $2 Shares 34 Est. Cost $68.85 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $47.16 Unrealized +1.1%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $70.33 Unrealized +10.0%
UBS UBS GROUP AG 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.54 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.68 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $61.07 Unrealized +14.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 12 Est. Cost $169.83 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.84 Unrealized +8.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $200.25 Unrealized +18.7%
LMND LEMONADE INC 0.0%
Value ($000) $2 Shares 123 Est. Cost $16.81 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $162.78 Unrealized +22.9%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.96 Unrealized +10.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $766.75 Unrealized +23.3%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.96 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.74 Unrealized +22.9%
MS MORGAN STANLEY 0.0%
Value ($000) $2 Shares 19 Est. Cost $78.37 Unrealized +6.2%
CERT CERTARA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.12 Unrealized -18.3%
PGNY PROGYNY INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.09 Unrealized +4.7%
BLACKROCK INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $691.50 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.00 Unrealized -5.1%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $2 Shares 132 Est. Cost $10.02 Unrealized +30.2%
BHP BHP GROUP LTD 0.0%
Value ($000) $2 Shares 26 Est. Cost $59.69 Unrealized
ACM AECOM 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.85 Unrealized +11.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $124.94 Unrealized +8.8%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 108 Est. Cost $24.47 Unrealized -41.8%
FIVN FIVE9 INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $67.12 Unrealized +3.5%
XAR SPDR SER TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.15 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $167.31 Unrealized +24.3%
HESS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.00 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $58.67 Unrealized -3.5%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.25 Unrealized +26.0%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $11.01 Unrealized -61.5%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $17.60 Unrealized -8.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.23 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $34.30 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $109.92 Unrealized +49.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 135 Est. Cost $9.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $302.56 Unrealized +24.9%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.79 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $243.41 Unrealized -25.2%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $54.70 Unrealized 0.0%
IAC IAC INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.81 Unrealized -5.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.91 Unrealized +37.5%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $187.30 Unrealized -27.1%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $94.80 Unrealized -28.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $489.83 Unrealized +5.4%
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.46 Unrealized -0.6%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.10 Unrealized -17.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $137.34 Unrealized -18.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $217.63 Unrealized +35.9%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.43 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 5 Est. Cost $147.60 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.48 Unrealized -12.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.78 Unrealized +12.7%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.60 Unrealized -22.5%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 52 Est. Cost $23.68 Unrealized -31.3%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $692.48 Unrealized +16.6%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.42 Unrealized -31.4%
EAGG ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $47.18 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.51 Unrealized +51.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.62 Unrealized +35.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.40 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.46 Unrealized +14.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.05 Unrealized +8.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $24.48 Unrealized +24.5%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value ($000) $1 Shares 77 Est. Cost $10.30 Unrealized -14.1%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $388.35 Unrealized +39.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.92 Unrealized +1.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $445.37 Unrealized +21.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $479.21 Unrealized +14.0%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $97.02 Unrealized +31.5%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.95 Unrealized +19.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.52 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -8.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.77 Unrealized +23.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.55 Unrealized -11.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.33 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $104.69 Unrealized +24.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.91 Unrealized +11.6%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.75 Unrealized +11.5%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.00 Unrealized -2.1%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.90 Unrealized -12.4%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $195.42 Unrealized +13.6%
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.62 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.39 Unrealized -21.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.70 Unrealized +9.3%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.07 Unrealized +15.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.47 Unrealized +14.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.22 Unrealized -9.2%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.89 Unrealized +37.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.56 Unrealized -3.2%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.73 Unrealized +6.1%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $6.63 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $2.20 Unrealized -29.0%
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $10.00 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.50 Unrealized