Cherry Tree Wealth Management, LLC Diversified Active

CIK: 0001985414 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 4, 2025

Total Value ($000): $404,051 (100.0% shares, 0.0% debt)

Holdings (644)

SPIB SPDR SER TR 5.5%
Value ($000) $22,273 Shares 679,885 Est. Cost $31.99 Unrealized
BND VANGUARD BD INDEX FDS 5.0%
Value ($000) $20,046 Shares 278,762 Est. Cost $72.50 Unrealized
SPSB SPDR SER TR 4.6%
Value ($000) $18,492 Shares 619,278 Est. Cost $29.45 Unrealized
VTV VANGUARD INDEX FDS 4.1%
Value ($000) $16,555 Shares 97,782 Est. Cost $141.98 Unrealized
IVV ISHARES TR 3.2%
Value ($000) $12,960 Shares 22,015 Est. Cost $445.72 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.2%
Value ($000) $12,892 Shares 269,602 Est. Cost $46.57 Unrealized
VYM VANGUARD WHITEHALL FDS 3.0%
Value ($000) $12,015 Shares 94,168 Est. Cost $106.55 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.8%
Value ($000) $11,507 Shares 332,680 Est. Cost $27.15 Unrealized
VBR VANGUARD INDEX FDS 2.8%
Value ($000) $11,361 Shares 57,326 Est. Cost $165.78 Unrealized
FLRN SPDR SER TR 2.7%
Value ($000) $11,000 Shares 357,957 Est. Cost $30.69 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $10,570 Shares 135,498 Est. Cost $75.79 Unrealized
VB VANGUARD INDEX FDS 2.5%
Value ($000) $10,006 Shares 41,641 Est. Cost $200.92 Unrealized
BSV VANGUARD BD INDEX FDS 2.1%
Value ($000) $8,519 Shares 110,256 Est. Cost $75.63 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $8,439 Shares 146,997 Est. Cost $54.42 Unrealized
VTIP VANGUARD MALVERN FDS 1.9%
Value ($000) $7,537 Shares 155,659 Est. Cost $47.42 Unrealized
FNDF SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,320 Shares 220,409 Est. Cost $32.58 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.5%
Value ($000) $6,082 Shares 89,599 Est. Cost $63.15 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.5%
Value ($000) $6,053 Shares 147,931 Est. Cost $34.50 Unrealized
FNDC SCHWAB STRATEGIC TR 1.5%
Value ($000) $6,007 Shares 175,955 Est. Cost $33.33 Unrealized
PGX INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,717 Shares 495,872 Est. Cost $11.36 Unrealized
DFAT DIMENSIONAL ETF TRUST 1.4%
Value ($000) $5,557 Shares 99,844 Est. Cost $46.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $5,506 Shares 125,017 Est. Cost $40.70 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,464 Shares 78,063 Est. Cost $62.81 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $5,302 Shares 30,257 Est. Cost $159.45 Unrealized
IBDT ISHARES TR 1.3%
Value ($000) $5,228 Shares 209,977 Est. Cost $25.03 Unrealized
AVLV AMERICAN CENTY ETF TR 1.3%
Value ($000) $5,172 Shares 77,466 Est. Cost $58.95 Unrealized
VXUS VANGUARD STAR FDS 1.3%
Value ($000) $5,063 Shares 85,912 Est. Cost $56.21 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $4,454 Shares 50,002 Est. Cost $83.35 Unrealized
VTEB VANGUARD MUN BD FDS 1.0%
Value ($000) $4,013 Shares 80,052 Est. Cost $49.91 Unrealized
IBDU ISHARES TR 1.0%
Value ($000) $3,944 Shares 173,001 Est. Cost $22.95 Unrealized
AVEM AMERICAN CENTY ETF TR 1.0%
Value ($000) $3,935 Shares 66,932 Est. Cost $54.75 Unrealized
IBDS ISHARES TR 1.0%
Value ($000) $3,871 Shares 161,568 Est. Cost $23.95 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,710 Shares 12,803 Est. Cost $221.19 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,566 Shares 14,239 Est. Cost $173.18 Unrealized +35.4%
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,393 Shares 183,431 Est. Cost $27.34 Unrealized
TITN TITAN MACHY INC 0.8%
Value ($000) $3,358 Shares 237,643 Est. Cost $30.14 Unrealized -52.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,309 Shares 7,850 Est. Cost $309.33 Unrealized +36.5%
DFGR DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,187 Shares 124,790 Est. Cost $25.87 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,805 Shares 123,549 Est. Cost $32.45 Unrealized
AVUV AMERICAN CENTY ETF TR 0.7%
Value ($000) $2,776 Shares 28,758 Est. Cost $90.00 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $2,589 Shares 26,713 Est. Cost $97.98 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,441 Shares 98,175 Est. Cost $23.40 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $2,167 Shares 16,851 Est. Cost $97.65 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $2,107 Shares 3,910 Est. Cost $433.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,996 Shares 3,406 Est. Cost $443.14 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,838 Shares 31,693 Est. Cost $58.63 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,811 Shares 31,480 Est. Cost $54.58 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,710 Shares 75,334 Est. Cost $34.29 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,679 Shares 13,544 Est. Cost $80.08 Unrealized +48.6%
DHS WISDOMTREE TR 0.4%
Value ($000) $1,641 Shares 17,581 Est. Cost $79.57 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,624 Shares 24,956 Est. Cost $55.45 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,561 Shares 46,207 Est. Cost $34.03 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,498 Shares 3,649 Est. Cost $282.96 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,473 Shares 63,559 Est. Cost $33.11 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $1,436 Shares 20,429 Est. Cost $67.61 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,423 Shares 12,428 Est. Cost $111.50 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,284 Shares 14,458 Est. Cost $74.33 Unrealized
IBDV ISHARES TR 0.3%
Value ($000) $1,240 Shares 58,045 Est. Cost $21.48 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,231 Shares 9,164 Est. Cost $98.54 Unrealized +39.8%
ISHARES TR 0.3%
Value ($000) $1,186 Shares 47,352 Est. Cost $24.59 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,182 Shares 1,531 Est. Cost $411.47 Unrealized +99.6%
IBDR ISHARES TR 0.3%
Value ($000) $1,148 Shares 47,687 Est. Cost $23.92 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,146 Shares 16,628 Est. Cost $51.93 Unrealized
SKOR FLEXSHARES TR 0.3%
Value ($000) $1,145 Shares 24,014 Est. Cost $46.90 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,143 Shares 32,207 Est. Cost $32.98 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $1,057 Shares 9,916 Est. Cost $106.69 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,032 Shares 20,492 Est. Cost $50.22 Unrealized
MMM 3M CO 0.2%
Value ($000) $994 Shares 7,703 Est. Cost $77.55 Unrealized +65.5%
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $971 Shares 9,256 Est. Cost $78.35 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $921 Shares 22,306 Est. Cost $42.26 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $916 Shares 11,464 Est. Cost $79.02 Unrealized +6.1%
PFF ISHARES TR 0.2%
Value ($000) $905 Shares 28,789 Est. Cost $30.94 Unrealized
IBDW ISHARES TR 0.2%
Value ($000) $844 Shares 41,485 Est. Cost $20.62 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $783 Shares 2,637 Est. Cost $157.34 Unrealized +80.2%
IEMG ISHARES INC 0.2%
Value ($000) $776 Shares 14,859 Est. Cost $49.18 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $760 Shares 3,169 Est. Cost $130.73 Unrealized +74.4%
USB US BANCORP DEL 0.2%
Value ($000) $678 Shares 14,166 Est. Cost $28.41 Unrealized +64.2%
QUAL ISHARES TR 0.2%
Value ($000) $669 Shares 3,757 Est. Cost $141.77 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $630 Shares 3,756 Est. Cost $141.32 Unrealized +17.3%
DNP SELECT INCOME FD INC 0.2%
Value ($000) $629 Shares 71,355 Est. Cost $10.48 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $626 Shares 5,429 Est. Cost $102.14 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $611 Shares 11,678 Est. Cost $50.70 Unrealized
ISHARES TR 0.1%
Value ($000) $593 Shares 25,444 Est. Cost $23.19 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $575 Shares 3,017 Est. Cost $137.92 Unrealized +27.4%
IXUS ISHARES TR 0.1%
Value ($000) $557 Shares 8,416 Est. Cost $62.75 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $514 Shares 3,143 Est. Cost $142.17 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $507 Shares 9,669 Est. Cost $48.94 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $502 Shares 6,636 Est. Cost $65.44 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $502 Shares 2,270 Est. Cost $187.27 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $490 Shares 9,484 Est. Cost $50.17 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $490 Shares 1,816 Est. Cost $202.72 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $488 Shares 2,493 Est. Cost $162.68 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $474 Shares 5,784 Est. Cost $81.09 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $470 Shares 17,137 Est. Cost $14.79 Unrealized +68.3%
GDX VANECK ETF TRUST 0.1%
Value ($000) $457 Shares 13,472 Est. Cost $30.11 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $455 Shares 746 Est. Cost $283.02 Unrealized +118.4%
SUB ISHARES TR 0.1%
Value ($000) $449 Shares 4,255 Est. Cost $104.08 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $443 Shares 7,645 Est. Cost $54.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $440 Shares 871 Est. Cost $475.96 Unrealized +16.2%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $438 Shares 17,274 Est. Cost $23.53 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $432 Shares 16,216 Est. Cost $24.65 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $431 Shares 13,732 Est. Cost $36.55 Unrealized -17.8%
EFAV ISHARES TR 0.1%
Value ($000) $430 Shares 6,077 Est. Cost $67.50 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $418 Shares 1,447 Est. Cost $207.06 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $414 Shares 15,153 Est. Cost $42.75 Unrealized
TDTT FLEXSHARES TR 0.1%
Value ($000) $412 Shares 17,452 Est. Cost $23.53 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $410 Shares 1,867 Est. Cost $131.74 Unrealized +55.3%
IWP ISHARES TR 0.1%
Value ($000) $404 Shares 3,191 Est. Cost $96.64 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $398 Shares 7,814 Est. Cost $50.82 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $386 Shares 14,115 Est. Cost $26.41 Unrealized
GGG GRACO INC 0.1%
Value ($000) $386 Shares 4,578 Est. Cost $75.06 Unrealized +13.5%
NUBD NUSHARES ETF TR 0.1%
Value ($000) $383 Shares 17,575 Est. Cost $22.01 Unrealized
CMF ISHARES TR 0.1%
Value ($000) $382 Shares 6,669 Est. Cost $56.95 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $378 Shares 2,483 Est. Cost $170.47 Unrealized -8.2%
WMT WALMART INC 0.1%
Value ($000) $366 Shares 4,046 Est. Cost $53.71 Unrealized +59.7%
HD HOME DEPOT INC 0.1%
Value ($000) $364 Shares 937 Est. Cost $277.50 Unrealized +43.2%
DES WISDOMTREE TR 0.1%
Value ($000) $363 Shares 10,576 Est. Cost $28.79 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $356 Shares 2,754 Est. Cost $109.85 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $355 Shares 1,102 Est. Cost $243.74 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $349 Shares 13,129 Est. Cost $23.92 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $337 Shares 5,985 Est. Cost $50.51 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $318 Shares 2,202 Est. Cost $149.02 Unrealized +0.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $313 Shares 4,916 Est. Cost $77.49 Unrealized -17.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $310 Shares 1,071 Est. Cost $273.44 Unrealized +6.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $309 Shares 1,634 Est. Cost $114.90 Unrealized +51.6%
SDY SPDR SER TR 0.1%
Value ($000) $305 Shares 2,310 Est. Cost $122.71 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $304 Shares 15,132 Est. Cost $20.25 Unrealized
T AT&T INC 0.1%
Value ($000) $304 Shares 13,347 Est. Cost $14.79 Unrealized +45.5%
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $302 Shares 8,561 Est. Cost $28.45 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $299 Shares 4,690 Est. Cost $48.16 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $296 Shares 3,921 Est. Cost $72.50 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $290 Shares 7,363 Est. Cost $40.61 Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $289 Shares 5,091 Est. Cost $53.46 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $283 Shares 14,528 Est. Cost $19.41 Unrealized
FPI FARMLAND PARTNERS INC 0.1%
Value ($000) $282 Shares 24,000 Est. Cost $12.21 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $280 Shares 29,000 Est. Cost $7.79 Unrealized
SUSB ISHARES TR 0.1%
Value ($000) $279 Shares 11,292 Est. Cost $23.98 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $277 Shares 521 Est. Cost $303.97 Unrealized +73.2%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $275 Shares 9,414 Est. Cost $27.84 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $275 Shares 537 Est. Cost $369.53 Unrealized
VFMF VANGUARD WELLINGTON FD 0.1%
Value ($000) $272 Shares 2,083 Est. Cost $105.28 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $268 Shares 4,262 Est. Cost $59.46 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $264 Shares 6,681 Est. Cost $40.19 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $264 Shares 3,394 Est. Cost $63.60 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $256 Shares 4,707 Est. Cost $67.56 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $249 Shares 3,830 Est. Cost $61.22 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $247 Shares 15,366 Est. Cost $16.12 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $243 Shares 3,459 Est. Cost $38.06 Unrealized +75.2%
PFE PFIZER INC 0.1%
Value ($000) $241 Shares 9,074 Est. Cost $33.22 Unrealized -24.4%
RTX RTX CORPORATION 0.1%
Value ($000) $234 Shares 2,024 Est. Cost $92.28 Unrealized +28.2%
MTUM ISHARES TR 0.1%
Value ($000) $221 Shares 1,070 Est. Cost $144.25 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $218 Shares 7,342 Est. Cost $40.08 Unrealized
SMB VANECK ETF TRUST 0.1%
Value ($000) $213 Shares 12,472 Est. Cost $16.84 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $212 Shares 1,565 Est. Cost $134.98 Unrealized +1.3%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $207 Shares 2,630 Est. Cost $74.17 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $203 Shares 4,148 Est. Cost $48.88 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $203 Shares 1,248 Est. Cost $167.80 Unrealized +5.1%
SANDSTORM GOLD LTD 0.0%
Value ($000) $201 Shares 36,000 Est. Cost $5.12 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $197 Shares 4,890 Est. Cost $58.19 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $193 Shares 1,695 Est. Cost $90.53 Unrealized +34.8%
DGRW WISDOMTREE TR 0.0%
Value ($000) $189 Shares 2,340 Est. Cost $70.87 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $189 Shares 1,895 Est. Cost $89.24 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $188 Shares 854 Est. Cost $123.62 Unrealized +75.0%
NOBL PROSHARES TR 0.0%
Value ($000) $182 Shares 1,828 Est. Cost $93.98 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $182 Shares 2,693 Est. Cost $60.77 Unrealized +6.0%
IWN ISHARES TR 0.0%
Value ($000) $171 Shares 1,043 Est. Cost $140.80 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $171 Shares 674 Est. Cost $220.06 Unrealized +16.9%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $167 Shares 6,794 Est. Cost $22.67 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $161 Shares 445 Est. Cost $217.97 Unrealized +75.1%
IBDX ISHARES TR 0.0%
Value ($000) $158 Shares 6,412 Est. Cost $25.09 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $150 Shares 1,145 Est. Cost $113.30 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $150 Shares 164 Est. Cost $604.37 Unrealized +52.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $150 Shares 9,204 Est. Cost $13.43 Unrealized +17.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $147 Shares 429 Est. Cost $235.32 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $147 Shares 2,360 Est. Cost $100.89 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $147 Shares 1,366 Est. Cost $99.91 Unrealized +12.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $145 Shares 2,767 Est. Cost $36.57 Unrealized +33.5%
IYW ISHARES TR 0.0%
Value ($000) $142 Shares 888 Est. Cost $108.87 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $140 Shares 1,933 Est. Cost $66.45 Unrealized
IBHF ISHARES TR 0.0%
Value ($000) $139 Shares 6,008 Est. Cost $23.02 Unrealized
IBHH ISHARES TR 0.0%
Value ($000) $139 Shares 5,928 Est. Cost $23.65 Unrealized
V VISA INC 0.0%
Value ($000) $136 Shares 430 Est. Cost $225.42 Unrealized +32.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $134 Shares 459 Est. Cost $203.27 Unrealized +41.6%
META META PLATFORMS INC 0.0%
Value ($000) $134 Shares 229 Est. Cost $337.45 Unrealized +73.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $134 Shares 215 Est. Cost $442.16 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $132 Shares 5,221 Est. Cost $25.59 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $131 Shares 2,993 Est. Cost $42.24 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $130 Shares 1,103 Est. Cost $81.24 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $130 Shares 146 Est. Cost $37.37 Unrealized +120.2%
MRK MERCK & CO INC 0.0%
Value ($000) $124 Shares 1,248 Est. Cost $105.14 Unrealized -6.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $124 Shares 1,875 Est. Cost $60.70 Unrealized +15.3%
AMGN AMGEN INC 0.0%
Value ($000) $124 Shares 475 Est. Cost $213.65 Unrealized +33.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $123 Shares 540 Est. Cost $241.97 Unrealized -6.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $121 Shares 458 Est. Cost $215.72 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $118 Shares 855 Est. Cost $132.73 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $116 Shares 1,858 Est. Cost $57.35 Unrealized +10.0%
DSI ISHARES TR 0.0%
Value ($000) $114 Shares 1,034 Est. Cost $84.30 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $112 Shares 2,689 Est. Cost $39.56 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $112 Shares 1,570 Est. Cost $54.44 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $110 Shares 2,973 Est. Cost $34.89 Unrealized
SRE SEMPRA 0.0%
Value ($000) $110 Shares 1,258 Est. Cost $67.69 Unrealized +24.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $29.09 Unrealized +76.4%
HYG ISHARES TR 0.0%
Value ($000) $107 Shares 1,365 Est. Cost $75.07 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $106 Shares 4,552 Est. Cost $22.74 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $106 Shares 1,978 Est. Cost $52.57 Unrealized +3.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $103 Shares 1,027 Est. Cost $59.63 Unrealized +62.4%
IWF ISHARES TR 0.0%
Value ($000) $102 Shares 255 Est. Cost $273.03 Unrealized
IBTG ISHARES TR 0.0%
Value ($000) $102 Shares 4,461 Est. Cost $22.82 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $101 Shares 764 Est. Cost $107.32 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $98 Shares 4,428 Est. Cost $22.30 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $98 Shares 415 Est. Cost $158.56 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $96 Shares 818 Est. Cost $96.98 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $95 Shares 1,029 Est. Cost $80.64 Unrealized +21.9%
UNP UNION PAC CORP 0.0%
Value ($000) $94 Shares 413 Est. Cost $190.51 Unrealized +20.8%
IBTJ ISHARES TR 0.0%
Value ($000) $94 Shares 4,389 Est. Cost $21.45 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $92 Shares 374 Est. Cost $199.28 Unrealized +31.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $91 Shares 814 Est. Cost $92.55 Unrealized +11.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $91 Shares 625 Est. Cost $142.99 Unrealized +1.8%
ISTB ISHARES TR 0.0%
Value ($000) $89 Shares 1,869 Est. Cost $46.64 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $89 Shares 3,452 Est. Cost $34.83 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $88 Shares 1,491 Est. Cost $45.79 Unrealized +20.9%
NKE NIKE INC 0.0%
Value ($000) $88 Shares 1,159 Est. Cost $111.33 Unrealized -31.3%
XJR ISHARES TR 0.0%
Value ($000) $87 Shares 2,125 Est. Cost $37.87 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $85 Shares 457 Est. Cost $159.21 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $83 Shares 774 Est. Cost $85.15 Unrealized +27.8%
ORCL ORACLE CORP 0.0%
Value ($000) $83 Shares 498 Est. Cost $103.01 Unrealized +70.7%
NULG NUSHARES ETF TR 0.0%
Value ($000) $82 Shares 951 Est. Cost $62.21 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $81 Shares 2,645 Est. Cost $27.19 Unrealized
QDEF FLEXSHARES TR 0.0%
Value ($000) $78 Shares 1,116 Est. Cost $55.90 Unrealized
AGZD WISDOMTREE TR 0.0%
Value ($000) $78 Shares 3,458 Est. Cost $44.24 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $75 Shares 988 Est. Cost $71.70 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $74 Shares 305 Est. Cost $178.27 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $70 Shares 28,100 Est. Cost $3.61 Unrealized -15.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $69 Shares 162 Est. Cost $370.92 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $69 Shares 733 Est. Cost $91.21 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $68 Shares 2,567 Est. Cost $20.89 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $66 Shares 1,002 Est. Cost $56.39 Unrealized
IBTL ISHARES TR 0.0%
Value ($000) $66 Shares 3,323 Est. Cost $20.02 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $42.10 Unrealized +65.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $62 Shares 277 Est. Cost $172.97 Unrealized +17.7%
ISHARES TR 0.0%
Value ($000) $61 Shares 2,642 Est. Cost $23.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $61 Shares 896 Est. Cost $42.52 Unrealized +75.0%
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $61 Shares 1,167 Est. Cost $52.07 Unrealized
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $60 Shares 2,319 Est. Cost $25.38 Unrealized
SAP SAP SE 0.0%
Value ($000) $59 Shares 241 Est. Cost $141.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $57 Shares 1,013 Est. Cost $58.94 Unrealized -10.8%
CRM SALESFORCE INC 0.0%
Value ($000) $56 Shares 168 Est. Cost $214.43 Unrealized +47.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $52 Shares 548 Est. Cost $83.70 Unrealized +11.5%
IBTI ISHARES TR 0.0%
Value ($000) $51 Shares 2,331 Est. Cost $21.99 Unrealized
KR KROGER CO 0.0%
Value ($000) $51 Shares 833 Est. Cost $45.09 Unrealized +27.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $49 Shares 1,500 Est. Cost $45.45 Unrealized -19.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $48 Shares 76 Est. Cost $403.37 Unrealized +62.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $48 Shares 69 Est. Cost $724.75 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 251 Est. Cost $148.83 Unrealized
OXM OXFORD INDS INC 0.0%
Value ($000) $47 Shares 600 Est. Cost $101.46 Unrealized -22.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $47 Shares 308 Est. Cost $123.73 Unrealized +28.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $47 Shares 196 Est. Cost $160.50 Unrealized +44.5%
IBTK ISHARES TR 0.0%
Value ($000) $47 Shares 2,431 Est. Cost $19.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $46 Shares 235 Est. Cost $157.40 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $46 Shares 2,006 Est. Cost $22.90 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $46 Shares 764 Est. Cost $68.54 Unrealized -7.2%
TLTE FLEXSHARES TR 0.0%
Value ($000) $45 Shares 883 Est. Cost $48.73 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $44 Shares 881 Est. Cost $47.17 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $43 Shares 2,211 Est. Cost $12.70 Unrealized
IBDZ ISHARES TR 0.0%
Value ($000) $43 Shares 1,690 Est. Cost $26.33 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $42 Shares 86 Est. Cost $435.88 Unrealized +19.9%
DEM WISDOMTREE TR 0.0%
Value ($000) $41 Shares 1,019 Est. Cost $38.26 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $40 Shares 212 Est. Cost $161.19 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $40 Shares 223 Est. Cost $139.93 Unrealized +26.8%
TLT ISHARES TR 0.0%
Value ($000) $39 Shares 445 Est. Cost $98.88 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $39 Shares 1,685 Est. Cost $26.04 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $38 Shares 1,118 Est. Cost $32.54 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $38 Shares 188 Est. Cost $158.75 Unrealized +33.0%
NULC NUSHARES ETF TR 0.0%
Value ($000) $37 Shares 825 Est. Cost $36.27 Unrealized
XC WISDOMTREE TR 0.0%
Value ($000) $37 Shares 1,210 Est. Cost $30.68 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $36 Shares 223 Est. Cost $147.59 Unrealized +6.6%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $35 Shares 917 Est. Cost $34.38 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $35 Shares 215 Est. Cost $122.26 Unrealized +46.6%
IDU ISHARES TR 0.0%
Value ($000) $34 Shares 356 Est. Cost $81.75 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $34 Shares 146 Est. Cost $155.57 Unrealized +17.5%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $34 Shares 454 Est. Cost $70.21 Unrealized +7.6%
ADBE ADOBE INC 0.0%
Value ($000) $33 Shares 75 Est. Cost $433.63 Unrealized +14.2%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $33 Shares 340 Est. Cost $78.62 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $33 Shares 561 Est. Cost $52.51 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $33 Shares 592 Est. Cost $52.10 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $33 Shares 1,089 Est. Cost $25.40 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $33 Shares 118 Est. Cost $259.03 Unrealized +20.2%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $33 Shares 959 Est. Cost $33.93 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $33 Shares 1,156 Est. Cost $27.83 Unrealized +8.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $32 Shares 269 Est. Cost $84.48 Unrealized +42.7%
ITM VANECK ETF TRUST 0.0%
Value ($000) $32 Shares 699 Est. Cost $46.07 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $32 Shares 250 Est. Cost $72.65 Unrealized +77.1%
AIVI WISDOMTREE TR 0.0%
Value ($000) $31 Shares 788 Est. Cost $39.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $31 Shares 29 Est. Cost $140.29 Unrealized +44.4%
FDX FEDEX CORP 0.0%
Value ($000) $31 Shares 109 Est. Cost $216.04 Unrealized +25.8%
HYZD WISDOMTREE TR 0.0%
Value ($000) $30 Shares 1,354 Est. Cost $21.02 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $29 Shares 213 Est. Cost $135.36 Unrealized +1.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $28 Shares 752 Est. Cost $38.26 Unrealized +4.5%
QHY WISDOMTREE TR 0.0%
Value ($000) $28 Shares 624 Est. Cost $44.15 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $28 Shares 132 Est. Cost $175.81 Unrealized +23.9%
DDWM WISDOMTREE TR 0.0%
Value ($000) $27 Shares 796 Est. Cost $35.21 Unrealized
BA BOEING CO 0.0%
Value ($000) $27 Shares 153 Est. Cost $207.72 Unrealized -24.5%
ABT ABBOTT LABS 0.0%
Value ($000) $27 Shares 236 Est. Cost $101.84 Unrealized +11.3%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 345 Est. Cost $61.87 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $26 Shares 620 Est. Cost $41.70 Unrealized
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $26 Shares 625 Est. Cost $41.87 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $26 Shares 8 Est. Cost $2691.76 Unrealized +17.6%
EWJ ISHARES INC 0.0%
Value ($000) $26 Shares 381 Est. Cost $67.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $25 Shares 44 Est. Cost $478.91 Unrealized
XT ISHARES TR 0.0%
Value ($000) $25 Shares 419 Est. Cost $55.60 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 88 Est. Cost $261.31 Unrealized
IBDY ISHARES TR 0.0%
Value ($000) $24 Shares 969 Est. Cost $25.76 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $24 Shares 46 Est. Cost $392.04 Unrealized +32.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $24 Shares 449 Est. Cost $29.86 Unrealized +89.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $24 Shares 45 Est. Cost $437.08 Unrealized +17.8%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 713 Est. Cost $30.45 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $23 Shares 410 Est. Cost $50.85 Unrealized
EQT EQT CORP 0.0%
Value ($000) $23 Shares 500 Est. Cost $34.01 Unrealized +19.6%
MCHI ISHARES TR 0.0%
Value ($000) $23 Shares 490 Est. Cost $45.67 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $23 Shares 754 Est. Cost $23.14 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $23 Shares 254 Est. Cost $52.25 Unrealized +68.5%
SPBO SPDR SER TR 0.0%
Value ($000) $23 Shares 788 Est. Cost $30.03 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $23 Shares 195 Est. Cost $117.82 Unrealized
F FORD MTR CO 0.0%
Value ($000) $22 Shares 2,267 Est. Cost $10.69 Unrealized -7.7%
VTRS VIATRIS INC 0.0%
Value ($000) $22 Shares 1,799 Est. Cost $8.54 Unrealized +36.3%
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $22 Shares 208 Est. Cost $103.58 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $22 Shares 334 Est. Cost $71.07 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $22 Shares 375 Est. Cost $105.57 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $22 Shares 360 Est. Cost $40.83 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $22 Shares 270 Est. Cost $77.74 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $22 Shares 44 Est. Cost $409.41 Unrealized +22.9%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $22 Shares 102 Est. Cost $194.46 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $21 Shares 267 Est. Cost $67.44 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $21 Shares 76 Est. Cost $217.33 Unrealized +29.5%
INTU INTUIT 0.0%
Value ($000) $21 Shares 33 Est. Cost $586.46 Unrealized +8.2%
TSLA TESLA INC 0.0%
Value ($000) $21 Shares 51 Est. Cost $187.12 Unrealized +71.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $20 Shares 534 Est. Cost $37.07 Unrealized +18.8%
AEE AMEREN CORP 0.0%
Value ($000) $20 Shares 226 Est. Cost $78.68 Unrealized +10.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 777 Est. Cost $24.29 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $20 Shares 38 Est. Cost $552.65 Unrealized -0.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $20 Shares 258 Est. Cost $27.17 Unrealized +24.5%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 209 Est. Cost $79.79 Unrealized
DIV GLOBAL X FDS 0.0%
Value ($000) $19 Shares 1,064 Est. Cost $16.20 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $19 Shares 160 Est. Cost $73.47 Unrealized +58.8%
BWX SPDR SER TR 0.0%
Value ($000) $19 Shares 884 Est. Cost $23.36 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 188 Est. Cost $108.02 Unrealized -5.3%
GLW CORNING INC 0.0%
Value ($000) $18 Shares 385 Est. Cost $27.12 Unrealized +70.9%
KLAC KLA CORP 0.0%
Value ($000) $18 Shares 29 Est. Cost $617.03 Unrealized +8.4%
HWKN HAWKINS INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $45.10 Unrealized +179.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $34.92 Unrealized -5.2%
SONY SONY GROUP CORP 0.0%
Value ($000) $18 Shares 850 Est. Cost $35.43 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $18 Shares 190 Est. Cost $66.61 Unrealized +39.5%
INVESCO CALIF VALUE MUN INCO 0.0%
Value ($000) $18 Shares 1,625 Est. Cost $9.58 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $18 Shares 94 Est. Cost $162.58 Unrealized +18.8%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $17 Shares 277 Est. Cost $62.27 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $17 Shares 174 Est. Cost $100.34 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $17 Shares 395 Est. Cost $31.45 Unrealized +36.2%
ETN EATON CORP PLC 0.0%
Value ($000) $17 Shares 52 Est. Cost $184.81 Unrealized +87.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $17 Shares 24 Est. Cost $673.99 Unrealized +19.4%
IBTM ISHARES TR 0.0%
Value ($000) $17 Shares 758 Est. Cost $22.67 Unrealized
MDYV SPDR SER TR 0.0%
Value ($000) $17 Shares 209 Est. Cost $68.78 Unrealized
IBTO ISHARES TR 0.0%
Value ($000) $17 Shares 707 Est. Cost $24.29 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $16 Shares 124 Est. Cost $125.76 Unrealized +3.5%
CTAS CINTAS CORP 0.0%
Value ($000) $16 Shares 88 Est. Cost $185.30 Unrealized +12.4%
ALRS ALERUS FINL CORP 0.0%
Value ($000) $16 Shares 830 Est. Cost $14.91 Unrealized +40.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $16 Shares 353 Est. Cost $64.30 Unrealized -16.6%
ADSK AUTODESK INC 0.0%
Value ($000) $16 Shares 53 Est. Cost $224.64 Unrealized +31.5%
EMB ISHARES TR 0.0%
Value ($000) $15 Shares 169 Est. Cost $86.88 Unrealized
IBHI ISHARES TR 0.0%
Value ($000) $15 Shares 631 Est. Cost $23.45 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $14 Shares 86 Est. Cost $79.83 Unrealized +121.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $14 Shares 25 Est. Cost $307.90 Unrealized +77.0%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 251 Est. Cost $56.63 Unrealized +3.2%
CMI CUMMINS INC 0.0%
Value ($000) $14 Shares 41 Est. Cost $263.80 Unrealized +30.2%
SLVM SYLVAMO CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $39.67 Unrealized +108.6%
MS MORGAN STANLEY 0.0%
Value ($000) $14 Shares 112 Est. Cost $88.69 Unrealized +34.7%
GSK GSK PLC 0.0%
Value ($000) $14 Shares 410 Est. Cost $35.64 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $14 Shares 680 Est. Cost $30.72 Unrealized -26.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $14 Shares 340 Est. Cost $31.47 Unrealized +25.2%
SPYV SPDR SER TR 0.0%
Value ($000) $13 Shares 259 Est. Cost $43.20 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 219 Est. Cost $69.50 Unrealized +2.7%
MCK MCKESSON CORP 0.0%
Value ($000) $13 Shares 23 Est. Cost $416.71 Unrealized +33.7%
UNM UNUM GROUP 0.0%
Value ($000) $13 Shares 179 Est. Cost $43.63 Unrealized +58.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $12 Shares 80 Est. Cost $138.20 Unrealized +25.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $110.88 Unrealized +40.7%
TEX TEREX CORP NEW 0.0%
Value ($000) $12 Shares 265 Est. Cost $51.70 Unrealized +0.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $12 Shares 33 Est. Cost $472.78 Unrealized -13.4%
DVYE ISHARES INC 0.0%
Value ($000) $12 Shares 469 Est. Cost $24.50 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $12 Shares 172 Est. Cost $50.10 Unrealized +38.4%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $12 Shares 454 Est. Cost $28.46 Unrealized
AON AON PLC 0.0%
Value ($000) $12 Shares 33 Est. Cost $325.28 Unrealized +12.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $12 Shares 25 Est. Cost $426.55 Unrealized +15.6%
SNY SANOFI 0.0%
Value ($000) $12 Shares 242 Est. Cost $53.90 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $12 Shares 66 Est. Cost $150.31 Unrealized +17.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 127 Est. Cost $97.26 Unrealized -3.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 62 Est. Cost $178.08 Unrealized +11.4%
FISV FISERV INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $151.37 Unrealized +34.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $176.89 Unrealized +22.6%
DOW DOW INC 0.0%
Value ($000) $11 Shares 269 Est. Cost $45.25 Unrealized -5.1%
IDEV ISHARES TR 0.0%
Value ($000) $11 Shares 167 Est. Cost $70.83 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $11 Shares 47 Est. Cost $200.67 Unrealized +1.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 221 Est. Cost $33.71 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $11 Shares 118 Est. Cost $76.97 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $11 Shares 426 Est. Cost $25.52 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $11 Shares 104 Est. Cost $94.12 Unrealized +12.6%
SDG ISHARES TR 0.0%
Value ($000) $11 Shares 148 Est. Cost $79.06 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 502 Est. Cost $20.23 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $11 Shares 147 Est. Cost $84.75 Unrealized -10.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $11 Shares 142 Est. Cost $87.29 Unrealized -19.8%
HEI HEICO CORP NEW 0.0%
Value ($000) $10 Shares 44 Est. Cost $168.55 Unrealized +53.7%
ESML ISHARES TR 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.52 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $10 Shares 244 Est. Cost $34.31 Unrealized +25.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 89 Est. Cost $130.64 Unrealized -5.7%
MDYG SPDR SER TR 0.0%
Value ($000) $10 Shares 117 Est. Cost $71.66 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $10 Shares 98 Est. Cost $77.43 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $10 Shares 115 Est. Cost $77.82 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $115.55 Unrealized +17.9%
SO SOUTHERN CO 0.0%
Value ($000) $10 Shares 121 Est. Cost $63.78 Unrealized +32.5%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $10 Shares 316 Est. Cost $18.48 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $10 Shares 22 Est. Cost $428.22 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $10 Shares 28 Est. Cost $295.11 Unrealized +20.2%
AME AMETEK INC 0.0%
Value ($000) $10 Shares 53 Est. Cost $143.53 Unrealized +25.9%
SCZ ISHARES TR 0.0%
Value ($000) $9 Shares 153 Est. Cost $58.98 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $9 Shares 129 Est. Cost $25.68 Unrealized +48.5%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 316 Est. Cost $26.77 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 36 Est. Cost $245.83 Unrealized
JBL JABIL INC 0.0%
Value ($000) $9 Shares 63 Est. Cost $120.79 Unrealized +8.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $320.76 Unrealized +8.0%
STRA STRATEGIC ED INC 0.0%
Value ($000) $9 Shares 96 Est. Cost $76.03 Unrealized +18.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $9 Shares 265 Est. Cost $29.51 Unrealized +5.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $9 Shares 26 Est. Cost $242.38 Unrealized +52.5%
NDAQ NASDAQ INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $48.99 Unrealized +55.6%
EFX EQUIFAX INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $206.59 Unrealized +28.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $9 Shares 198 Est. Cost $32.04 Unrealized +32.5%
BBY BEST BUY INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $65.62 Unrealized +30.8%
IBHJ ISHARES TR 0.0%
Value ($000) $8 Shares 326 Est. Cost $26.87 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $8 Shares 135 Est. Cost $72.19 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $198.49 Unrealized +10.8%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $8 Shares 44 Est. Cost $97.23 Unrealized +75.8%
NVR NVR INC 0.0%
Value ($000) $8 Shares 1 Est. Cost $7647.13 Unrealized +19.1%
ACWI ISHARES TR 0.0%
Value ($000) $8 Shares 68 Est. Cost $95.95 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $8 Shares 81 Est. Cost $75.20 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $8 Shares 132 Est. Cost $65.72 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $8 Shares 105 Est. Cost $72.39 Unrealized +5.6%
WISDOMTREE TR 0.0%
Value ($000) $8 Shares 286 Est. Cost $34.84 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $7 Shares 70 Est. Cost $93.80 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $7 Shares 35 Est. Cost $202.74 Unrealized +6.3%
IGIB ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $51.51 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $7 Shares 26 Est. Cost $182.70 Unrealized +48.6%
TOTALENERGIES SE 0.0%
Value ($000) $7 Shares 133 Est. Cost $67.24 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $7 Shares 97 Est. Cost $68.51 Unrealized +14.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $158.10 Unrealized +97.3%
HUM HUMANA INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $441.32 Unrealized -40.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $7 Shares 222 Est. Cost $33.46 Unrealized -8.4%
ESGD ISHARES TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $72.93 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $7 Shares 43 Est. Cost $139.05 Unrealized
COR CENCORA INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $169.11 Unrealized +37.8%
MET METLIFE INC 0.0%
Value ($000) $6 Shares 79 Est. Cost $56.89 Unrealized +41.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $50.45 Unrealized +46.3%
HLN HALEON PLC 0.0%
Value ($000) $6 Shares 676 Est. Cost $8.38 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $124.47 Unrealized -0.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 31 Est. Cost $250.12 Unrealized -11.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 75 Est. Cost $85.67 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $6 Shares 108 Est. Cost $42.39 Unrealized +36.5%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $6 Shares 93 Est. Cost $70.10 Unrealized -1.7%
CXT CRANE NXT CO 0.0%
Value ($000) $6 Shares 100 Est. Cost $51.81 Unrealized +9.3%
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 20 Est. Cost $242.70 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $6 Shares 31 Est. Cost $162.01 Unrealized +19.8%
TILT FLEXSHARES TR 0.0%
Value ($000) $6 Shares 26 Est. Cost $168.58 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $6 Shares 134 Est. Cost $45.68 Unrealized -5.4%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $5 Shares 27 Est. Cost $183.04 Unrealized +4.6%
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 304 Est. Cost $27.54 Unrealized -32.4%
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 65 Est. Cost $80.31 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $146.48 Unrealized +29.0%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $5 Shares 252 Est. Cost $16.81 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $5 Shares 225 Est. Cost $22.26 Unrealized
OEC ORION S.A. 0.0%
Value ($000) $5 Shares 315 Est. Cost $22.94 Unrealized -26.4%
APP APPLOVIN CORP 0.0%
Value ($000) $5 Shares 15 Est. Cost $252.97 Unrealized 0.0%
TKR TIMKEN CO 0.0%
Value ($000) $5 Shares 68 Est. Cost $78.85 Unrealized -0.3%
LIN LINDE PLC 0.0%
Value ($000) $5 Shares 12 Est. Cost $352.90 Unrealized +27.1%
XOP SPDR SER TR 0.0%
Value ($000) $5 Shares 36 Est. Cost $132.39 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 12 Est. Cost $336.94 Unrealized +37.6%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 38 Est. Cost $122.47 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $5 Shares 64 Est. Cost $79.36 Unrealized -8.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $5 Shares 112 Est. Cost $61.27 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 106 Est. Cost $41.08 Unrealized
JOUT JOHNSON OUTDOORS INC 0.0%
Value ($000) $5 Shares 138 Est. Cost $59.39 Unrealized -42.7%
NUSA NUSHARES ETF TR 0.0%
Value ($000) $5 Shares 197 Est. Cost $22.84 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $23.24 Unrealized +84.1%
EOG EOG RES INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $104.44 Unrealized +18.1%
FIVE FIVE BELOW INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $195.49 Unrealized -51.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $96.42 Unrealized +13.1%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 20 Est. Cost $185.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 66 Est. Cost $61.71 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $4 Shares 204 Est. Cost $20.16 Unrealized 0.0%
SSYS STRATASYS LTD 0.0%
Value ($000) $4 Shares 463 Est. Cost $15.66 Unrealized -45.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $48.12 Unrealized +92.2%
BALL BALL CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $52.22 Unrealized +15.3%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $4 Shares 151 Est. Cost $22.13 Unrealized +31.5%
NOK NOKIA CORP 0.0%
Value ($000) $4 Shares 880 Est. Cost $4.16 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $4 Shares 23 Est. Cost $144.41 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $139.36 Unrealized +138.6%
ISCG ISHARES TR 0.0%
Value ($000) $4 Shares 76 Est. Cost $44.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $88.99 Unrealized +6.5%
ICLN ISHARES TR 0.0%
Value ($000) $4 Shares 313 Est. Cost $17.97 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $79.95 Unrealized +16.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $431.49 Unrealized +22.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $26.95 Unrealized +57.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $3 Shares 44 Est. Cost $58.56 Unrealized +19.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 91 Est. Cost $13.53 Unrealized +115.1%
EQNR EQUINOR ASA 0.0%
Value ($000) $3 Shares 132 Est. Cost $28.56 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $289.15 Unrealized -30.1%
EXPO EXPONENT INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.75 Unrealized +9.0%
EFG ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $95.42 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $198.96 Unrealized -3.2%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $3 Shares 43 Est. Cost $60.80 Unrealized +28.5%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $10.02 Unrealized +74.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $208.76 Unrealized +16.9%
TLH ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $99.57 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $134.79 Unrealized +6.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 12 Est. Cost $169.83 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $70.33 Unrealized +40.8%
BL BLACKLINE INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.51 Unrealized +7.4%
WDAY WORKDAY INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.31 Unrealized +27.5%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $4.78 Unrealized -53.4%
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $94.52 Unrealized +9.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $107.19 Unrealized +20.5%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $2 Shares 215 Est. Cost $12.17 Unrealized +10.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 10 Est. Cost $223.26 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $263.30 Unrealized +10.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $61.07 Unrealized +32.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $78.41 Unrealized +11.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $218.00 Unrealized -8.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $2 Shares 108 Est. Cost $24.47 Unrealized -36.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.16 Unrealized +3.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2 Shares 28 Est. Cost $79.45 Unrealized +6.8%
FNB F N B CORP 0.0%
Value ($000) $2 Shares 146 Est. Cost $14.80 Unrealized 0.0%
CGNX COGNEX CORP 0.0%
Value ($000) $2 Shares 59 Est. Cost $50.68 Unrealized -23.5%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.74 Unrealized +53.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $2 Shares 92 Est. Cost $31.06 Unrealized -17.9%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value ($000) $2 Shares 350 Est. Cost $5.96 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $991.05 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $168.84 Unrealized +13.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $200.25 Unrealized +24.1%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $132.91 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.84 Unrealized -2.4%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $162.78 Unrealized +22.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 21 Est. Cost $58.67 Unrealized +35.1%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $200.25 Unrealized +47.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $124.94 Unrealized +22.5%
ACM AECOM 0.0%
Value ($000) $2 Shares 15 Est. Cost $79.85 Unrealized +35.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.49 Unrealized -9.3%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.58 Unrealized -22.7%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.00 Unrealized -9.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1 Shares 16 Est. Cost $98.18 Unrealized 0.0%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.60 Unrealized +26.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 2 Est. Cost $766.75 Unrealized +8.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $1 Shares 11 Est. Cost $123.14 Unrealized +22.3%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $1 Shares 4 Est. Cost $367.56 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $1 Shares 19 Est. Cost $75.96 Unrealized -0.4%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $148.49 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $17.60 Unrealized +14.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.91 Unrealized +78.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.07 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $59.69 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.98 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $67.61 Unrealized +11.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 135 Est. Cost $9.45 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $1 Shares 281 Est. Cost $5.85 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.46 Unrealized +16.7%
CERT CERTARA INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.12 Unrealized -48.6%
HPQ HP INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $27.12 Unrealized +26.1%
MUSA MURPHY USA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $507.74 Unrealized 0.0%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $268.57 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $34.30 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $1 Shares 73 Est. Cost $13.05 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $692.48 Unrealized +29.6%
FIVN FIVE9 INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $67.12 Unrealized -46.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $1 Shares 5 Est. Cost $188.34 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 4 Est. Cost $218.15 Unrealized 0.0%
TS TENARIS S A 0.0%
Value ($000) $1 Shares 24 Est. Cost $37.79 Unrealized
IAC IAC INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.81 Unrealized -12.5%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $102.84 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.33 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.48 Unrealized -10.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $489.83 Unrealized -20.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.05 Unrealized +37.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 10 Est. Cost $83.40 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $109.92 Unrealized +35.4%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $161.91 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $47.18 Unrealized
PGNY PROGYNY INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $36.09 Unrealized -57.0%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 4 Est. Cost $97.02 Unrealized +98.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.78 Unrealized +10.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.62 Unrealized +44.8%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $226.47 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 46 Est. Cost $19.10 Unrealized -17.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 31 Est. Cost $14.20 Unrealized +43.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $26.77 Unrealized +93.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.46 Unrealized +23.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1 Shares 8 Est. Cost $76.85 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.61 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $189.83 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.92 Unrealized +0.1%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $176.96 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 52 Est. Cost $23.68 Unrealized -54.9%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $1 Shares 42 Est. Cost $12.88 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $187.30 Unrealized -59.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $445.37 Unrealized +22.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $388.35 Unrealized +45.1%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.00 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $158.93 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.00 Unrealized +30.8%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.95 Unrealized +32.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $130.47 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $104.69 Unrealized +49.2%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $146.90 Unrealized -0.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $479.21 Unrealized -8.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.91 Unrealized +27.6%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $94.80 Unrealized -66.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.22 Unrealized +79.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.42 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.55 Unrealized -20.8%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $186.57 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -25.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.78 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.62 Unrealized
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 77 Est. Cost $10.30 Unrealized -57.5%
BLD TOPBUILD CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $366.68 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $195.42 Unrealized +11.3%
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $0 Shares 21 Est. Cost $14.33 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.39 Unrealized +5.3%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.56 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.65 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.07 Unrealized +13.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $222.70 Unrealized +3.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.47 Unrealized +18.2%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.73 Unrealized +38.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $28.52 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.89 Unrealized +96.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $2.20 Unrealized +213.3%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.56 Unrealized +8.7%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $6.63 Unrealized
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $10.00 Unrealized