Cherry Tree Wealth Management, LLC Diversified Active

CIK: 0001985414 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 6, 2024

Total Value ($000): $398,129 (100.0% shares, 0.0% debt)

Holdings (596)

SPIB SPDR SER TR 5.7%
Value ($000) $22,612 Shares 694,466 Est. Cost $31.99 Unrealized
BND VANGUARD BD INDEX FDS 5.1%
Value ($000) $20,335 Shares 282,234 Est. Cost $72.50 Unrealized
SPSB SPDR SER TR 4.5%
Value ($000) $18,094 Shares 609,227 Est. Cost $29.44 Unrealized
VTV VANGUARD INDEX FDS 4.1%
Value ($000) $16,271 Shares 101,435 Est. Cost $141.98 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.3%
Value ($000) $13,047 Shares 264,006 Est. Cost $46.43 Unrealized
IVV ISHARES TR 3.2%
Value ($000) $12,670 Shares 23,154 Est. Cost $445.72 Unrealized
VYM VANGUARD WHITEHALL FDS 2.9%
Value ($000) $11,692 Shares 98,580 Est. Cost $106.55 Unrealized
FLRN SPDR SER TR 2.9%
Value ($000) $11,432 Shares 370,583 Est. Cost $30.69 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.8%
Value ($000) $11,308 Shares 350,736 Est. Cost $27.15 Unrealized
VBR VANGUARD INDEX FDS 2.7%
Value ($000) $10,856 Shares 59,476 Est. Cost $165.78 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $10,450 Shares 135,230 Est. Cost $75.73 Unrealized
BSV VANGUARD BD INDEX FDS 2.3%
Value ($000) $9,207 Shares 120,044 Est. Cost $75.63 Unrealized
VB VANGUARD INDEX FDS 2.3%
Value ($000) $9,124 Shares 41,845 Est. Cost $200.92 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $8,669 Shares 147,843 Est. Cost $54.42 Unrealized
VTIP VANGUARD MALVERN FDS 2.1%
Value ($000) $8,454 Shares 174,169 Est. Cost $47.42 Unrealized
FNDF SCHWAB STRATEGIC TR 1.9%
Value ($000) $7,608 Shares 217,188 Est. Cost $32.47 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $6,546 Shares 100,787 Est. Cost $62.81 Unrealized
FNDC SCHWAB STRATEGIC TR 1.6%
Value ($000) $6,463 Shares 185,943 Est. Cost $33.33 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.6%
Value ($000) $6,303 Shares 91,969 Est. Cost $63.15 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.5%
Value ($000) $5,964 Shares 151,877 Est. Cost $34.50 Unrealized
PGX INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,634 Shares 487,778 Est. Cost $11.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $5,499 Shares 125,668 Est. Cost $40.70 Unrealized
DFAT DIMENSIONAL ETF TRUST 1.4%
Value ($000) $5,385 Shares 103,823 Est. Cost $46.39 Unrealized
VXUS VANGUARD STAR FDS 1.2%
Value ($000) $4,973 Shares 82,468 Est. Cost $56.01 Unrealized
AVLV AMERICAN CENTY ETF TR 1.1%
Value ($000) $4,538 Shares 72,218 Est. Cost $58.41 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $4,275 Shares 51,042 Est. Cost $83.35 Unrealized
AVEM AMERICAN CENTY ETF TR 1.0%
Value ($000) $3,990 Shares 65,308 Est. Cost $54.40 Unrealized
IBDT ISHARES TR 1.0%
Value ($000) $3,898 Shares 157,381 Est. Cost $24.99 Unrealized
TITN TITAN MACHY INC 0.9%
Value ($000) $3,779 Shares 237,643 Est. Cost $30.14 Unrealized -30.7%
VTEB VANGUARD MUN BD FDS 0.9%
Value ($000) $3,774 Shares 75,315 Est. Cost $49.89 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $3,768 Shares 22,934 Est. Cost $153.77 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,755 Shares 8,402 Est. Cost $309.33 Unrealized +34.9%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,626 Shares 13,556 Est. Cost $221.19 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,385 Shares 88,111 Est. Cost $35.87 Unrealized
IBDS ISHARES TR 0.8%
Value ($000) $3,040 Shares 128,118 Est. Cost $23.88 Unrealized
AVUV AMERICAN CENTY ETF TR 0.7%
Value ($000) $2,982 Shares 33,238 Est. Cost $90.00 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,945 Shares 13,982 Est. Cost $172.06 Unrealized +7.6%
IBDU ISHARES TR 0.7%
Value ($000) $2,847 Shares 125,600 Est. Cost $22.90 Unrealized
AGG ISHARES TR 0.7%
Value ($000) $2,675 Shares 27,558 Est. Cost $97.98 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,592 Shares 41,222 Est. Cost $51.70 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,533 Shares 43,492 Est. Cost $58.63 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,405 Shares 94,622 Est. Cost $23.30 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,169 Shares 86,776 Est. Cost $24.72 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $2,050 Shares 17,261 Est. Cost $97.65 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,956 Shares 3,910 Est. Cost $433.75 Unrealized
ISHARES TR 0.5%
Value ($000) $1,948 Shares 77,498 Est. Cost $24.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,903 Shares 3,498 Est. Cost $443.14 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,850 Shares 32,635 Est. Cost $54.58 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,659 Shares 36,392 Est. Cost $45.80 Unrealized
IBTE ISHARES TR 0.4%
Value ($000) $1,618 Shares 67,478 Est. Cost $23.82 Unrealized
DHS WISDOMTREE TR 0.4%
Value ($000) $1,520 Shares 17,966 Est. Cost $79.57 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,492 Shares 13,544 Est. Cost $80.08 Unrealized +34.2%
IEFA ISHARES TR 0.4%
Value ($000) $1,471 Shares 20,247 Est. Cost $67.50 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,452 Shares 24,168 Est. Cost $55.23 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,449 Shares 3,873 Est. Cost $282.96 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,444 Shares 12,291 Est. Cost $111.32 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,428 Shares 22,218 Est. Cost $52.87 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,386 Shares 1,531 Est. Cost $411.47 Unrealized +92.2%
USMV ISHARES TR 0.3%
Value ($000) $1,317 Shares 15,685 Est. Cost $74.33 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,225 Shares 9,919 Est. Cost $98.54 Unrealized +2.6%
MUB ISHARES TR 0.3%
Value ($000) $1,196 Shares 11,221 Est. Cost $106.69 Unrealized
SKOR FLEXSHARES TR 0.3%
Value ($000) $1,169 Shares 24,622 Est. Cost $46.88 Unrealized
ISHARES TR 0.3%
Value ($000) $1,136 Shares 45,688 Est. Cost $24.58 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,127 Shares 31,349 Est. Cost $32.85 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,116 Shares 17,438 Est. Cost $51.93 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $992 Shares 12,608 Est. Cost $79.02 Unrealized -1.2%
PFF ISHARES TR 0.2%
Value ($000) $950 Shares 30,104 Est. Cost $30.93 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $934 Shares 39,212 Est. Cost $23.84 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $904 Shares 16,886 Est. Cost $49.18 Unrealized
IBDV ISHARES TR 0.2%
Value ($000) $903 Shares 42,463 Est. Cost $21.34 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $901 Shares 9,324 Est. Cost $78.35 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $888 Shares 21,385 Est. Cost $42.31 Unrealized
MMM 3M CO 0.2%
Value ($000) $865 Shares 8,463 Est. Cost $77.55 Unrealized +21.6%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $837 Shares 16,593 Est. Cost $50.14 Unrealized
DNP SELECT INCOME FD INC 0.2%
Value ($000) $652 Shares 79,355 Est. Cost $10.48 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $641 Shares 3,169 Est. Cost $130.73 Unrealized +44.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $629 Shares 2,719 Est. Cost $157.34 Unrealized +44.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $618 Shares 3,745 Est. Cost $141.32 Unrealized +11.2%
QUAL ISHARES TR 0.2%
Value ($000) $612 Shares 3,582 Est. Cost $139.70 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $583 Shares 2,872 Est. Cost $187.27 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $582 Shares 14,661 Est. Cost $28.41 Unrealized +32.9%
IXUS ISHARES TR 0.1%
Value ($000) $569 Shares 8,415 Est. Cost $62.75 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $561 Shares 10,863 Est. Cost $50.58 Unrealized
ISHARES TR 0.1%
Value ($000) $540 Shares 23,251 Est. Cost $23.18 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $526 Shares 9,919 Est. Cost $48.94 Unrealized
IBDW ISHARES TR 0.1%
Value ($000) $509 Shares 25,094 Est. Cost $20.40 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $501 Shares 2,730 Est. Cost $134.33 Unrealized +25.7%
FLOT ISHARES TR 0.1%
Value ($000) $498 Shares 9,743 Est. Cost $50.82 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $493 Shares 9,628 Est. Cost $50.17 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $487 Shares 4,562 Est. Cost $99.65 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $478 Shares 3,229 Est. Cost $142.17 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $472 Shares 5,784 Est. Cost $81.09 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $471 Shares 4,504 Est. Cost $104.04 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $470 Shares 8,211 Est. Cost $54.98 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $464 Shares 15,226 Est. Cost $36.55 Unrealized -13.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $463 Shares 2,537 Est. Cost $160.43 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $457 Shares 13,472 Est. Cost $30.11 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $456 Shares 6,573 Est. Cost $67.50 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $453 Shares 1,816 Est. Cost $202.72 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $452 Shares 6,636 Est. Cost $65.44 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $447 Shares 17,274 Est. Cost $23.53 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $427 Shares 16,088 Est. Cost $24.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $415 Shares 815 Est. Cost $470.67 Unrealized +0.5%
PEP PEPSICO INC 0.1%
Value ($000) $410 Shares 2,483 Est. Cost $170.47 Unrealized -4.8%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $393 Shares 5,051 Est. Cost $73.61 Unrealized
NUBD NUSHARES ETF TR 0.1%
Value ($000) $392 Shares 17,956 Est. Cost $21.98 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $390 Shares 729 Est. Cost $275.21 Unrealized +76.2%
OEF ISHARES TR 0.1%
Value ($000) $382 Shares 1,447 Est. Cost $207.06 Unrealized
TDTT FLEXSHARES TR 0.1%
Value ($000) $380 Shares 16,128 Est. Cost $23.53 Unrealized
CMF ISHARES TR 0.1%
Value ($000) $379 Shares 6,669 Est. Cost $56.95 Unrealized
GGG GRACO INC 0.1%
Value ($000) $363 Shares 4,578 Est. Cost $75.06 Unrealized +8.9%
IDV ISHARES TR 0.1%
Value ($000) $361 Shares 13,037 Est. Cost $26.33 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $360 Shares 18,137 Est. Cost $14.79 Unrealized +19.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $358 Shares 1,851 Est. Cost $131.74 Unrealized +39.4%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $357 Shares 36,000 Est. Cost $7.79 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $357 Shares 13,262 Est. Cost $23.88 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $352 Shares 3,191 Est. Cost $96.64 Unrealized
FPI FARMLAND PARTNERS INC 0.1%
Value ($000) $334 Shares 29,000 Est. Cost $12.21 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $333 Shares 8,214 Est. Cost $40.19 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $333 Shares 2,754 Est. Cost $109.85 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $329 Shares 10,576 Est. Cost $28.79 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $328 Shares 5,918 Est. Cost $50.38 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $328 Shares 1,102 Est. Cost $243.74 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $323 Shares 938 Est. Cost $277.50 Unrealized +18.0%
EFA ISHARES TR 0.1%
Value ($000) $322 Shares 4,105 Est. Cost $72.50 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $321 Shares 2,197 Est. Cost $149.02 Unrealized -5.1%
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $320 Shares 9,070 Est. Cost $28.45 Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $308 Shares 5,385 Est. Cost $53.46 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $308 Shares 4,850 Est. Cost $59.46 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $306 Shares 4,837 Est. Cost $77.49 Unrealized -16.8%
SUSB ISHARES TR 0.1%
Value ($000) $304 Shares 12,409 Est. Cost $23.92 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $303 Shares 15,132 Est. Cost $20.25 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $303 Shares 2,381 Est. Cost $122.71 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $302 Shares 15,341 Est. Cost $19.41 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $294 Shares 1,616 Est. Cost $114.24 Unrealized +46.5%
T AT&T INC 0.1%
Value ($000) $279 Shares 14,592 Est. Cost $14.79 Unrealized +9.3%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $276 Shares 4,690 Est. Cost $48.16 Unrealized
WMT WALMART INC 0.1%
Value ($000) $274 Shares 4,046 Est. Cost $53.71 Unrealized +15.4%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $273 Shares 6,881 Est. Cost $40.55 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $273 Shares 1,071 Est. Cost $273.44 Unrealized -6.7%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $272 Shares 9,165 Est. Cost $27.80 Unrealized
VFMF VANGUARD WELLINGTON FD 0.1%
Value ($000) $265 Shares 2,162 Est. Cost $105.28 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $263 Shares 549 Est. Cost $369.53 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $259 Shares 4,707 Est. Cost $67.56 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $255 Shares 4,638 Est. Cost $50.45 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $253 Shares 9,038 Est. Cost $33.22 Unrealized -25.4%
SMB VANECK ETF TRUST 0.1%
Value ($000) $249 Shares 14,657 Est. Cost $16.84 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $247 Shares 3,394 Est. Cost $63.60 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $245 Shares 15,366 Est. Cost $16.12 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $239 Shares 1,695 Est. Cost $90.53 Unrealized +54.2%
TGT TARGET CORP 0.1%
Value ($000) $231 Shares 1,562 Est. Cost $134.98 Unrealized +9.6%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $223 Shares 521 Est. Cost $303.97 Unrealized +37.7%
ZTS ZOETIS INC 0.1%
Value ($000) $216 Shares 1,248 Est. Cost $167.80 Unrealized -2.6%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $214 Shares 3,295 Est. Cost $60.59 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $210 Shares 1,079 Est. Cost $144.25 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $205 Shares 3,459 Est. Cost $38.06 Unrealized +49.4%
RTX RTX CORPORATION 0.1%
Value ($000) $203 Shares 2,024 Est. Cost $92.28 Unrealized +8.5%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $202 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
SANDSTORM GOLD LTD 0.0%
Value ($000) $196 Shares 36,000 Est. Cost $5.12 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $186 Shares 7,554 Est. Cost $22.67 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $186 Shares 4,890 Est. Cost $58.19 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $181 Shares 1,203 Est. Cost $108.87 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $173 Shares 1,799 Est. Cost $93.89 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $172 Shares 1,129 Est. Cost $140.80 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $163 Shares 24,200 Est. Cost $6.01 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $161 Shares 1,298 Est. Cost $105.14 Unrealized +15.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $160 Shares 674 Est. Cost $220.06 Unrealized +7.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $157 Shares 1,366 Est. Cost $99.91 Unrealized +10.2%
IWY ISHARES TR 0.0%
Value ($000) $153 Shares 715 Est. Cost $158.56 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $148 Shares 475 Est. Cost $213.65 Unrealized +30.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $148 Shares 445 Est. Cost $217.97 Unrealized +55.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $148 Shares 854 Est. Cost $123.62 Unrealized +34.2%
DGRW WISDOMTREE TR 0.0%
Value ($000) $146 Shares 1,873 Est. Cost $67.93 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $143 Shares 2,674 Est. Cost $60.77 Unrealized -15.5%
DSI ISHARES TR 0.0%
Value ($000) $140 Shares 1,350 Est. Cost $84.30 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $139 Shares 1,933 Est. Cost $66.45 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $139 Shares 164 Est. Cost $604.37 Unrealized +28.0%
DVY ISHARES TR 0.0%
Value ($000) $139 Shares 1,145 Est. Cost $113.30 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $138 Shares 2,360 Est. Cost $100.89 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $137 Shares 237 Est. Cost $442.16 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $135 Shares 429 Est. Cost $235.32 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $129 Shares 2,993 Est. Cost $42.24 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $126 Shares 540 Est. Cost $241.97 Unrealized -5.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $126 Shares 2,767 Est. Cost $36.57 Unrealized +7.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $126 Shares 31,600 Est. Cost $3.61 Unrealized +11.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $125 Shares 855 Est. Cost $132.73 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $118 Shares 1,858 Est. Cost $57.35 Unrealized +2.7%
IQLT ISHARES TR 0.0%
Value ($000) $116 Shares 2,973 Est. Cost $34.89 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $115 Shares 2,689 Est. Cost $39.56 Unrealized
V VISA INC 0.0%
Value ($000) $113 Shares 430 Est. Cost $225.42 Unrealized +20.1%
META META PLATFORMS INC 0.0%
Value ($000) $113 Shares 224 Est. Cost $331.93 Unrealized +45.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $112 Shares 990 Est. Cost $96.98 Unrealized
QDEF FLEXSHARES TR 0.0%
Value ($000) $110 Shares 1,682 Est. Cost $55.90 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $110 Shares 1,103 Est. Cost $81.24 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $110 Shares 459 Est. Cost $203.27 Unrealized +16.4%
IBHF ISHARES TR 0.0%
Value ($000) $108 Shares 4,720 Est. Cost $22.91 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $107 Shares 2,025 Est. Cost $60.70 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $107 Shares 440 Est. Cost $213.74 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $105 Shares 1,365 Est. Cost $75.07 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $105 Shares 1,982 Est. Cost $52.57 Unrealized -7.5%
SPTM SPDR SER TR 0.0%
Value ($000) $104 Shares 1,570 Est. Cost $54.44 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $102 Shares 650 Est. Cost $142.99 Unrealized +3.8%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $101 Shares 4,552 Est. Cost $22.74 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $99 Shares 1,029 Est. Cost $80.64 Unrealized +16.2%
NFLX NETFLIX INC 0.0%
Value ($000) $99 Shares 146 Est. Cost $37.37 Unrealized +67.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $96 Shares 553 Est. Cost $157.40 Unrealized
IBDX ISHARES TR 0.0%
Value ($000) $96 Shares 3,905 Est. Cost $24.81 Unrealized
SRE SEMPRA 0.0%
Value ($000) $96 Shares 1,258 Est. Cost $67.69 Unrealized +3.4%
NKE NIKE INC 0.0%
Value ($000) $96 Shares 1,270 Est. Cost $111.33 Unrealized -19.4%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $95 Shares 2,004 Est. Cost $43.80 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $93 Shares 413 Est. Cost $190.51 Unrealized +18.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $93 Shares 764 Est. Cost $107.32 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $93 Shares 255 Est. Cost $273.03 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $90 Shares 3,456 Est. Cost $27.19 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $89 Shares 1,869 Est. Cost $46.64 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $87 Shares 3,956 Est. Cost $22.26 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $86 Shares 2,000 Est. Cost $29.09 Unrealized +30.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $84 Shares 1,027 Est. Cost $59.63 Unrealized +24.0%
WOOD ISHARES TR 0.0%
Value ($000) $83 Shares 1,061 Est. Cost $71.70 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $82 Shares 374 Est. Cost $199.28 Unrealized +11.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $81 Shares 813 Est. Cost $92.55 Unrealized +14.0%
XJR ISHARES TR 0.0%
Value ($000) $80 Shares 2,125 Est. Cost $37.87 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $80 Shares 457 Est. Cost $159.21 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $77 Shares 951 Est. Cost $62.21 Unrealized
AGZD WISDOMTREE TR 0.0%
Value ($000) $77 Shares 3,458 Est. Cost $44.24 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $77 Shares 1,215 Est. Cost $42.52 Unrealized +41.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $77 Shares 764 Est. Cost $85.15 Unrealized +10.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $76 Shares 1,289 Est. Cost $64.30 Unrealized -9.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $45.45 Unrealized +3.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $71 Shares 1,491 Est. Cost $45.79 Unrealized -1.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $71 Shares 69 Est. Cost $724.75 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $70 Shares 498 Est. Cost $103.01 Unrealized +18.7%
IBTJ ISHARES TR 0.0%
Value ($000) $69 Shares 3,216 Est. Cost $21.41 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $68 Shares 2,567 Est. Cost $20.89 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $68 Shares 733 Est. Cost $91.21 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $67 Shares 313 Est. Cost $178.27 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $67 Shares 2,937 Est. Cost $22.75 Unrealized
IBTL ISHARES TR 0.0%
Value ($000) $66 Shares 3,292 Est. Cost $20.02 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $65 Shares 1,002 Est. Cost $56.39 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $63 Shares 162 Est. Cost $343.85 Unrealized
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $61 Shares 2,527 Est. Cost $25.38 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $60 Shares 302 Est. Cost $121.37 Unrealized +50.3%
OXM OXFORD INDS INC 0.0%
Value ($000) $60 Shares 600 Est. Cost $101.46 Unrealized +3.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $59 Shares 277 Est. Cost $172.97 Unrealized +6.3%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $42.10 Unrealized +26.8%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $57 Shares 1,078 Est. Cost $51.73 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $54 Shares 1,440 Est. Cost $34.38 Unrealized
ISHARES TR 0.0%
Value ($000) $53 Shares 2,274 Est. Cost $23.19 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $50 Shares 214 Est. Cost $122.26 Unrealized +72.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $50 Shares 760 Est. Cost $68.54 Unrealized -4.9%
SAP SAP SE 0.0%
Value ($000) $49 Shares 241 Est. Cost $141.89 Unrealized
TLTE FLEXSHARES TR 0.0%
Value ($000) $47 Shares 883 Est. Cost $48.73 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $45 Shares 2,006 Est. Cost $22.90 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $45 Shares 881 Est. Cost $47.17 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $44 Shares 1,019 Est. Cost $38.26 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $44 Shares 571 Est. Cost $52.25 Unrealized +40.1%
CRM SALESFORCE INC 0.0%
Value ($000) $43 Shares 168 Est. Cost $214.43 Unrealized +23.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $43 Shares 548 Est. Cost $83.70 Unrealized -8.3%
ICLN ISHARES TR 0.0%
Value ($000) $43 Shares 3,192 Est. Cost $17.97 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 251 Est. Cost $148.83 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $42 Shares 1,013 Est. Cost $58.94 Unrealized -30.4%
ADBE ADOBE INC 0.0%
Value ($000) $42 Shares 75 Est. Cost $433.63 Unrealized +11.7%
KR KROGER CO 0.0%
Value ($000) $42 Shares 833 Est. Cost $45.09 Unrealized +15.4%
TLT ISHARES TR 0.0%
Value ($000) $41 Shares 445 Est. Cost $98.88 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $41 Shares 196 Est. Cost $160.50 Unrealized +20.1%
IBTI ISHARES TR 0.0%
Value ($000) $41 Shares 1,857 Est. Cost $21.86 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $40 Shares 68 Est. Cost $412.89 Unrealized +37.0%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $40 Shares 454 Est. Cost $70.21 Unrealized +19.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $40 Shares 186 Est. Cost $158.75 Unrealized +27.8%
DRIV GLOBAL X FDS 0.0%
Value ($000) $40 Shares 1,685 Est. Cost $26.04 Unrealized
IBHH ISHARES TR 0.0%
Value ($000) $40 Shares 1,711 Est. Cost $23.34 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $39 Shares 1,118 Est. Cost $32.54 Unrealized
XC WISDOMTREE TR 0.0%
Value ($000) $39 Shares 1,210 Est. Cost $30.68 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $39 Shares 212 Est. Cost $161.19 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $38 Shares 76 Est. Cost $403.37 Unrealized +30.8%
INTC INTEL CORP 0.0%
Value ($000) $38 Shares 1,241 Est. Cost $30.72 Unrealized +5.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $38 Shares 115 Est. Cost $257.67 Unrealized +29.7%
ABBV ABBVIE INC 0.0%
Value ($000) $37 Shares 218 Est. Cost $139.07 Unrealized +13.0%
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) $36 Shares 2,211 Est. Cost $12.70 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $35 Shares 592 Est. Cost $52.10 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $33 Shares 1,156 Est. Cost $27.83 Unrealized +5.7%
FDX FEDEX CORP 0.0%
Value ($000) $33 Shares 109 Est. Cost $216.04 Unrealized +16.5%
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $32 Shares 561 Est. Cost $52.51 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $32 Shares 699 Est. Cost $46.07 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $31 Shares 340 Est. Cost $78.62 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $31 Shares 1,089 Est. Cost $25.40 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $31 Shares 356 Est. Cost $81.75 Unrealized
AIVI WISDOMTREE TR 0.0%
Value ($000) $31 Shares 788 Est. Cost $39.00 Unrealized
IBTK ISHARES TR 0.0%
Value ($000) $31 Shares 1,592 Est. Cost $19.28 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $30 Shares 223 Est. Cost $147.59 Unrealized -11.0%
HYZD WISDOMTREE TR 0.0%
Value ($000) $30 Shares 1,354 Est. Cost $21.02 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $29 Shares 752 Est. Cost $38.26 Unrealized -3.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $29 Shares 709 Est. Cost $31.20 Unrealized +16.9%
F FORD MTR CO DEL 0.0%
Value ($000) $28 Shares 2,267 Est. Cost $10.69 Unrealized +4.1%
BA BOEING CO 0.0%
Value ($000) $28 Shares 153 Est. Cost $207.72 Unrealized -14.2%
QHY WISDOMTREE TR 0.0%
Value ($000) $28 Shares 624 Est. Cost $44.15 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $27 Shares 269 Est. Cost $84.48 Unrealized +8.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $27 Shares 129 Est. Cost $174.83 Unrealized +14.5%
WELL WELLTOWER INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $72.65 Unrealized +30.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $26 Shares 334 Est. Cost $71.07 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $26 Shares 381 Est. Cost $67.78 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $26 Shares 534 Est. Cost $36.76 Unrealized +34.2%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $26 Shares 623 Est. Cost $40.94 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $25 Shares 125 Est. Cost $194.46 Unrealized
XT ISHARES TR 0.0%
Value ($000) $25 Shares 419 Est. Cost $55.60 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $25 Shares 236 Est. Cost $101.84 Unrealized +1.1%
HRB BLOCK H & R INC 0.0%
Value ($000) $24 Shares 449 Est. Cost $29.86 Unrealized +58.8%
KLAC KLA CORP 0.0%
Value ($000) $24 Shares 29 Est. Cost $617.03 Unrealized +18.1%
AZO AUTOZONE INC 0.0%
Value ($000) $24 Shares 8 Est. Cost $2691.76 Unrealized +8.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $24 Shares 44 Est. Cost $478.91 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 713 Est. Cost $30.45 Unrealized
HWKN HAWKINS INC 0.0%
Value ($000) $23 Shares 255 Est. Cost $45.10 Unrealized +81.7%
IYH ISHARES TR 0.0%
Value ($000) $23 Shares 375 Est. Cost $105.57 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $23 Shares 29 Est. Cost $140.29 Unrealized +4.6%
COWZ PACER FDS TR 0.0%
Value ($000) $22 Shares 410 Est. Cost $50.85 Unrealized
INTU INTUIT 0.0%
Value ($000) $22 Shares 33 Est. Cost $586.46 Unrealized +4.7%
AVGO BROADCOM INC 0.0%
Value ($000) $22 Shares 14 Est. Cost $113.05 Unrealized +21.8%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $22 Shares 270 Est. Cost $77.74 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $22 Shares 188 Est. Cost $108.02 Unrealized +6.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $21 Shares 38 Est. Cost $552.65 Unrealized +3.1%
GSK GSK PLC 0.0%
Value ($000) $21 Shares 542 Est. Cost $35.64 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $21 Shares 258 Est. Cost $27.17 Unrealized +16.1%
SHYG ISHARES TR 0.0%
Value ($000) $21 Shares 488 Est. Cost $41.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $20 Shares 46 Est. Cost $392.04 Unrealized +1.6%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 777 Est. Cost $24.29 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $20 Shares 600 Est. Cost $34.92 Unrealized +4.0%
IWX ISHARES TR 0.0%
Value ($000) $20 Shares 267 Est. Cost $67.44 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $20 Shares 45 Est. Cost $437.08 Unrealized +3.3%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value ($000) $20 Shares 35,300 Est. Cost $2.10 Unrealized -69.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $19 Shares 44 Est. Cost $409.41 Unrealized +3.5%
CB CHUBB LIMITED 0.0%
Value ($000) $19 Shares 76 Est. Cost $217.33 Unrealized +16.3%
VTRS VIATRIS INC 0.0%
Value ($000) $19 Shares 1,764 Est. Cost $8.51 Unrealized +20.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $19 Shares 160 Est. Cost $73.47 Unrealized +45.3%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $19 Shares 754 Est. Cost $23.14 Unrealized
EQT EQT CORP 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.01 Unrealized +12.6%
DIV GLOBAL X FDS 0.0%
Value ($000) $18 Shares 1,064 Est. Cost $16.20 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $18 Shares 209 Est. Cost $79.79 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $18 Shares 33 Est. Cost $472.78 Unrealized +8.7%
KRE SPDR SER TR 0.0%
Value ($000) $18 Shares 360 Est. Cost $40.83 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $17 Shares 277 Est. Cost $62.27 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 124 Est. Cost $125.76 Unrealized -0.4%
IBTM ISHARES TR 0.0%
Value ($000) $17 Shares 758 Est. Cost $22.67 Unrealized
IBTO ISHARES TR 0.0%
Value ($000) $17 Shares 707 Est. Cost $24.29 Unrealized
INVESCO CALIF VALUE MUN INCO 0.0%
Value ($000) $17 Shares 1,625 Est. Cost $9.58 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $17 Shares 190 Est. Cost $66.61 Unrealized +24.7%
ETN EATON CORP PLC 0.0%
Value ($000) $16 Shares 52 Est. Cost $184.81 Unrealized +71.7%
ALRS ALERUS FINL CORP 0.0%
Value ($000) $16 Shares 830 Est. Cost $14.91 Unrealized +23.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $16 Shares 84 Est. Cost $158.95 Unrealized +10.8%
AEE AMEREN CORP 0.0%
Value ($000) $16 Shares 226 Est. Cost $78.68 Unrealized -12.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 219 Est. Cost $69.50 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $15 Shares 22 Est. Cost $168.55 Unrealized 0.0%
MDYV SPDR SER TR 0.0%
Value ($000) $15 Shares 209 Est. Cost $68.78 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $15 Shares 382 Est. Cost $31.06 Unrealized +18.6%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $15 Shares 221 Est. Cost $54.06 Unrealized
GLW CORNING INC 0.0%
Value ($000) $15 Shares 385 Est. Cost $27.12 Unrealized +24.2%
EMB ISHARES TR 0.0%
Value ($000) $15 Shares 164 Est. Cost $86.75 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $15 Shares 265 Est. Cost $51.70 Unrealized +14.7%
UNM UNUM GROUP 0.0%
Value ($000) $15 Shares 284 Est. Cost $43.63 Unrealized +18.6%
DOW DOW INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $45.25 Unrealized +13.2%
SONY SONY GROUP CORP 0.0%
Value ($000) $14 Shares 165 Est. Cost $94.69 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $14 Shares 86 Est. Cost $79.83 Unrealized +97.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $14 Shares 21 Est. Cost $655.29 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 251 Est. Cost $56.63 Unrealized -4.5%
MCK MCKESSON CORP 0.0%
Value ($000) $13 Shares 23 Est. Cost $416.71 Unrealized +32.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $13 Shares 142 Est. Cost $87.29 Unrealized +1.4%
ADSK AUTODESK INC 0.0%
Value ($000) $13 Shares 53 Est. Cost $224.64 Unrealized 0.0%
DVYE ISHARES INC 0.0%
Value ($000) $13 Shares 469 Est. Cost $24.50 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $13 Shares 259 Est. Cost $43.20 Unrealized
MET METLIFE INC 0.0%
Value ($000) $13 Shares 179 Est. Cost $56.89 Unrealized +19.8%
SLVM SYLVAMO CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $39.67 Unrealized +57.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 89 Est. Cost $130.64 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $12 Shares 62 Est. Cost $178.08 Unrealized -1.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 52 Est. Cost $176.89 Unrealized +17.4%
SNY SANOFI 0.0%
Value ($000) $12 Shares 242 Est. Cost $53.90 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $12 Shares 275 Est. Cost $44.74 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $12 Shares 172 Est. Cost $50.10 Unrealized +24.2%
CMI CUMMINS INC 0.0%
Value ($000) $11 Shares 41 Est. Cost $263.80 Unrealized +4.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $11 Shares 25 Est. Cost $307.90 Unrealized +37.6%
SDG ISHARES TR 0.0%
Value ($000) $11 Shares 148 Est. Cost $79.06 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $11 Shares 66 Est. Cost $150.31 Unrealized +8.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $11 Shares 147 Est. Cost $84.75 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $11 Shares 25 Est. Cost $426.55 Unrealized +4.1%
MS MORGAN STANLEY 0.0%
Value ($000) $11 Shares 112 Est. Cost $88.69 Unrealized +2.4%
CWB SPDR SER TR 0.0%
Value ($000) $11 Shares 150 Est. Cost $72.15 Unrealized
STRA STRATEGIC ED INC 0.0%
Value ($000) $11 Shares 96 Est. Cost $76.03 Unrealized +39.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $138.20 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $115.55 Unrealized 0.0%
SLYG SPDR SER TR 0.0%
Value ($000) $10 Shares 118 Est. Cost $76.97 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $10 Shares 47 Est. Cost $200.67 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $10 Shares 51 Est. Cost $187.12 Unrealized -6.6%
HUM HUMANA INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $441.32 Unrealized -25.2%
VLTO VERALTO CORP 0.0%
Value ($000) $10 Shares 104 Est. Cost $94.12 Unrealized +0.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 127 Est. Cost $97.26 Unrealized -19.7%
HEI HEICO CORP NEW 0.0%
Value ($000) $10 Shares 44 Est. Cost $168.55 Unrealized +25.3%
MDYG SPDR SER TR 0.0%
Value ($000) $10 Shares 117 Est. Cost $71.66 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 135 Est. Cost $72.19 Unrealized
AON AON PLC 0.0%
Value ($000) $10 Shares 33 Est. Cost $325.28 Unrealized -10.1%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $320.76 Unrealized 0.0%
SUSL ISHARES TR 0.0%
Value ($000) $10 Shares 98 Est. Cost $77.43 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.52 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $9 Shares 153 Est. Cost $58.98 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $9 Shares 121 Est. Cost $63.78 Unrealized +12.6%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 316 Est. Cost $26.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 221 Est. Cost $33.71 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $9 Shares 115 Est. Cost $77.82 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 244 Est. Cost $34.31 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $9 Shares 133 Est. Cost $67.24 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $110.88 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $9 Shares 53 Est. Cost $143.53 Unrealized +19.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 32 Est. Cost $244.84 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $8 Shares 128 Est. Cost $65.94 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.62 Unrealized +11.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $8 Shares 28 Est. Cost $295.11 Unrealized +1.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $8 Shares 31 Est. Cost $250.12 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $8 Shares 105 Est. Cost $72.39 Unrealized +11.2%
EFX EQUIFAX INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $206.59 Unrealized +14.1%
FISV FISERV INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $151.37 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $8 Shares 129 Est. Cost $25.68 Unrealized +27.0%
HPQ HP INC 0.0%
Value ($000) $8 Shares 227 Est. Cost $27.12 Unrealized +9.5%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $8 Shares 316 Est. Cost $18.48 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $8 Shares 26 Est. Cost $242.38 Unrealized +25.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 31 Est. Cost $250.16 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $8 Shares 68 Est. Cost $95.95 Unrealized
NVR NVR INC 0.0%
Value ($000) $8 Shares 1 Est. Cost $7647.13 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.51 Unrealized -9.0%
WISDOMTREE TR 0.0%
Value ($000) $7 Shares 286 Est. Cost $34.84 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $198.49 Unrealized 0.0%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $75.20 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $7 Shares 70 Est. Cost $93.80 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $7 Shares 198 Est. Cost $32.04 Unrealized +2.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $7 Shares 219 Est. Cost $33.46 Unrealized -2.7%
IEX IDEX CORP 0.0%
Value ($000) $7 Shares 35 Est. Cost $202.74 Unrealized +5.3%
ESGD ISHARES TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $72.93 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $7 Shares 277 Est. Cost $25.42 Unrealized
OEC ORION S.A. 0.0%
Value ($000) $7 Shares 315 Est. Cost $22.94 Unrealized +4.9%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $7 Shares 57 Est. Cost $124.47 Unrealized +2.7%
NDAQ NASDAQ INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $48.99 Unrealized +21.0%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 304 Est. Cost $27.54 Unrealized -11.2%
JBL JABIL INC 0.0%
Value ($000) $7 Shares 63 Est. Cost $120.79 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $169.11 Unrealized +35.2%
MAS MASCO CORP 0.0%
Value ($000) $6 Shares 97 Est. Cost $68.51 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $50.45 Unrealized +43.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $6 Shares 26 Est. Cost $182.70 Unrealized +29.2%
CXT CRANE NXT CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.81 Unrealized +16.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $6 Shares 89 Est. Cost $70.16 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $6 Shares 134 Est. Cost $45.68 Unrealized -8.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 72 Est. Cost $36.64 Unrealized +39.2%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 676 Est. Cost $8.38 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $97.23 Unrealized +25.8%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $6 Shares 187 Est. Cost $22.13 Unrealized +19.6%
TKR TIMKEN CO 0.0%
Value ($000) $5 Shares 68 Est. Cost $78.85 Unrealized +9.4%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 272 Est. Cost $19.53 Unrealized
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 +28.8%
IWO ISHARES TR 0.0%
Value ($000) $5 Shares 20 Est. Cost $242.70 Unrealized
TILT FLEXSHARES TR 0.0%
Value ($000) $5 Shares 26 Est. Cost $168.58 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $5 Shares 12 Est. Cost $352.90 Unrealized +22.0%
IBHG ISHARES TR 0.0%
Value ($000) $5 Shares 225 Est. Cost $22.26 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 227 Est. Cost $14.20 Unrealized +24.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 37 Est. Cost $125.05 Unrealized +10.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $104.05 Unrealized +43.7%
JOUT JOHNSON OUTDOORS INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $59.77 Unrealized -35.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $5 Shares 64 Est. Cost $79.36 Unrealized -8.0%
EOG EOG RES INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $104.44 Unrealized +16.9%
NUSA NUSHARES ETF TR 0.0%
Value ($000) $5 Shares 197 Est. Cost $22.84 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $195.49 Unrealized -29.2%
BALL BALL CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $52.22 Unrealized +25.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 66 Est. Cost $61.71 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 106 Est. Cost $41.08 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $4 Shares 112 Est. Cost $61.27 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $96.42 Unrealized +9.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $139.36 Unrealized +138.7%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $162.01 Unrealized +16.8%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 21 Est. Cost $185.35 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $4 Shares 463 Est. Cost $15.66 Unrealized -39.3%
EQNR EQUINOR ASA 0.0%
Value ($000) $4 Shares 132 Est. Cost $28.56 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $134.79 Unrealized +19.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $158.10 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $4 Shares 27 Est. Cost $183.04 Unrealized -15.4%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 919 Est. Cost $4.16 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $3 Shares 76 Est. Cost $44.00 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $79.95 Unrealized +3.3%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $198.96 Unrealized +13.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $431.49 Unrealized +2.3%
EXPO EXPONENT INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.75 Unrealized -2.9%
EFG ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $95.42 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $107.19 Unrealized +43.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 119 Est. Cost $13.53 Unrealized +77.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $208.76 Unrealized +19.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $26.95 Unrealized +29.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $87.77 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $3 Shares 215 Est. Cost $12.17 Unrealized +23.1%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $218.00 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $23.24 Unrealized +29.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $3 Shares 43 Est. Cost $60.80 Unrealized +15.0%
CGNX COGNEX CORP 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.68 Unrealized -14.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $132.67 Unrealized -12.6%
SMH VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 10 Est. Cost $223.26 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $3 Shares 920 Est. Cost $4.53 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $48.12 Unrealized +44.8%
CDW CDW CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $168.84 Unrealized +34.3%
EPR EPR PPTYS 0.0%
Value ($000) $2 Shares 59 Est. Cost $46.81 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $155.17 Unrealized -5.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $47.16 Unrealized +8.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 301 Est. Cost $12.98 Unrealized -38.3%
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.31 Unrealized +20.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 12 Est. Cost $169.83 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $70.33 Unrealized +13.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2 Shares 28 Est. Cost $79.45 Unrealized +2.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.16 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $289.15 Unrealized -41.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $61.07 Unrealized +13.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $766.75 Unrealized +25.7%
BL BLACKLINE INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.51 Unrealized -1.1%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.96 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $162.78 Unrealized +32.0%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.74 Unrealized +37.4%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.96 Unrealized +14.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.84 Unrealized -7.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $200.25 Unrealized +12.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $2 Shares 11 Est. Cost $123.14 Unrealized +17.1%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.58 Unrealized -17.7%
BLACKROCK INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $691.50 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $2 Shares 11 Est. Cost $121.05 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $124.94 Unrealized +4.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $59.69 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $79.00 Unrealized -10.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.25 Unrealized +35.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $58.67 Unrealized +12.2%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.02 Unrealized +2.8%
CERT CERTARA INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.12 Unrealized -22.2%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 108 Est. Cost $24.47 Unrealized -53.9%
HESS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.00 Unrealized
ACM AECOM 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.85 Unrealized +12.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $17.60 Unrealized -1.9%
PGNY PROGYNY INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $36.09 Unrealized -16.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 135 Est. Cost $9.45 Unrealized
PROSHARES TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $34.30 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $67.61 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $109.92 Unrealized +63.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.91 Unrealized +43.0%
FIVN FIVE9 INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $67.12 Unrealized -22.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.46 Unrealized +3.9%
IAC IAC INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.81 Unrealized -9.8%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.43 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 46 Est. Cost $19.10 Unrealized -2.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $187.30 Unrealized -28.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $217.63 Unrealized +36.0%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $94.80 Unrealized -40.2%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $11.01 Unrealized -82.4%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $137.34 Unrealized -29.0%
EAGG ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $47.18 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $489.83 Unrealized -17.0%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $692.48 Unrealized +5.8%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.48 Unrealized -20.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.40 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.78 Unrealized +2.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.62 Unrealized +45.6%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.05 Unrealized +7.5%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.60 Unrealized -31.7%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 52 Est. Cost $23.68 Unrealized -40.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.46 Unrealized +16.7%
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.51 Unrealized +55.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $63.13 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $97.02 Unrealized +57.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $445.37 Unrealized +19.7%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.42 Unrealized -31.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.92 Unrealized -4.9%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $388.35 Unrealized +48.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.77 Unrealized +40.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $479.21 Unrealized +4.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.33 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.91 Unrealized +22.1%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.95 Unrealized +27.1%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $10.30 Unrealized -38.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.55 Unrealized -15.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $104.69 Unrealized +25.8%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -24.1%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.39 Unrealized -6.6%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $195.42 Unrealized +9.6%
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.62 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $24.90 Unrealized -24.6%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.00 Unrealized -8.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.70 Unrealized +11.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.52 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.07 Unrealized +7.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.47 Unrealized +10.3%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.22 Unrealized +6.6%
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.89 Unrealized +61.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.56 Unrealized +2.8%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.73 Unrealized +4.1%
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 -42.4%
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $10.00 Unrealized