Essex Savings Bank Diversified Active

CIK: 0001752212 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 14, 2025

Total Value ($000): $404,017 (100.0% shares, 0.0% debt)

Holdings (297)

AAPL APPLE COMPUTER INC. CMN. 7.0%
Value ($000) $28,209 Shares 112,648 Est. Cost $102.54 Unrealized +128.7%
CVX CHEVRON COM 4.8%
Value ($000) $19,451 Shares 134,296 Est. Cost $81.57 Unrealized +78.4%
XOM EXXON MOBIL CORPORATION 4.8%
Value ($000) $19,252 Shares 178,976 Est. Cost $52.58 Unrealized +113.7%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.2%
Value ($000) $12,837 Shares 43,853 Est. Cost $124.44 Unrealized +131.4%
MSFT MICROSOFT COM 3.0%
Value ($000) $12,048 Shares 28,584 Est. Cost $177.78 Unrealized +137.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $10,895 Shares 16 Est. Cost $336798.72 Unrealized +105.6%
JNJ JOHNSON & JOHNSON COM 2.5%
Value ($000) $10,034 Shares 69,384 Est. Cost $118.02 Unrealized +26.8%
LLY LILLY ELI & COMPANY 2.1%
Value ($000) $8,534 Shares 11,054 Est. Cost $103.78 Unrealized +691.2%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $7,312 Shares 33,329 Est. Cost $131.55 Unrealized +55.5%
JPM JP MORGAN CHASE & CO COM 1.7%
Value ($000) $6,850 Shares 28,576 Est. Cost $107.71 Unrealized +111.7%
HD HOME DEPOT COM 1.6%
Value ($000) $6,501 Shares 16,714 Est. Cost $188.07 Unrealized +111.2%
NVDA NVIDIA CORP 1.6%
Value ($000) $6,263 Shares 46,640 Est. Cost $92.57 Unrealized +48.8%
GOOG ALPHABET INC. 1.5%
Value ($000) $6,260 Shares 32,869 Est. Cost $110.96 Unrealized +58.3%
AVGO BROADCOM INC 1.5%
Value ($000) $5,920 Shares 25,537 Est. Cost $145.82 Unrealized +25.4%
IVV ISHARES TR S&P 500 INDEX 1.4%
Value ($000) $5,848 Shares 9,935 Est. Cost $506.95 Unrealized
PG PROCTER & GAMBLE CO. 1.4%
Value ($000) $5,511 Shares 32,870 Est. Cost $104.56 Unrealized +58.5%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.3%
Value ($000) $5,100 Shares 9,466 Est. Cost $381.20 Unrealized
V VISA INC COM CL A 1.2%
Value ($000) $4,931 Shares 15,603 Est. Cost $160.14 Unrealized +86.3%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $4,914 Shares 25,959 Est. Cost $110.49 Unrealized +57.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.2%
Value ($000) $4,860 Shares 10,723 Est. Cost $282.26 Unrealized +63.6%
TGT TARGET CORPORATION 1.1%
Value ($000) $4,405 Shares 32,588 Est. Cost $79.96 Unrealized +70.9%
VRSK VERISK ANALYTICS INC CL A 1.1%
Value ($000) $4,305 Shares 15,630 Est. Cost $172.13 Unrealized +60.4%
WMT WAL-MART 1.0%
Value ($000) $4,136 Shares 45,773 Est. Cost $54.31 Unrealized +58.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.9%
Value ($000) $3,584 Shares 7,011 Est. Cost $251.55 Unrealized
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $3,374 Shares 5,757 Est. Cost $347.53 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $3,319 Shares 33,367 Est. Cost $67.93 Unrealized +45.3%
PEP PEPSICO INC 0.8%
Value ($000) $3,065 Shares 20,156 Est. Cost $109.83 Unrealized +42.5%
RTX RTX CORPORATION COM 0.7%
Value ($000) $3,027 Shares 26,154 Est. Cost $61.37 Unrealized +92.7%
META FACEBOOK INC CL A 0.7%
Value ($000) $2,972 Shares 5,076 Est. Cost $203.03 Unrealized +188.0%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.6%
Value ($000) $2,490 Shares 52,075 Est. Cost $42.24 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $2,415 Shares 13,588 Est. Cost $94.38 Unrealized +88.0%
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $2,300 Shares 4,368 Est. Cost $269.47 Unrealized +91.0%
DE DEERE & CO COM 0.6%
Value ($000) $2,258 Shares 5,330 Est. Cost $162.18 Unrealized +155.3%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $2,223 Shares 6,129 Est. Cost $137.17 Unrealized +178.3%
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $2,179 Shares 9,862 Est. Cost $165.92 Unrealized
VO VANGUARD MID CAP ETF 0.5%
Value ($000) $2,168 Shares 8,207 Est. Cost $182.27 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $2,125 Shares 7,330 Est. Cost $180.49 Unrealized +60.8%
SYK STRYKER CORP 0.5%
Value ($000) $2,103 Shares 5,841 Est. Cost $175.08 Unrealized +109.2%
CSCO CISCO 0.5%
Value ($000) $2,102 Shares 35,512 Est. Cost $40.97 Unrealized +35.1%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $2,068 Shares 16,212 Est. Cost $98.98 Unrealized
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $2,059 Shares 5,574 Est. Cost $114.63 Unrealized +243.3%
ITOT ISHARES TR CORE S&P TTL STK 0.5%
Value ($000) $1,982 Shares 15,410 Est. Cost $103.86 Unrealized
BLK BLACKROCK INC COM 0.5%
Value ($000) $1,964 Shares 1,916 Est. Cost $991.05 Unrealized 0.0%
MCO MOODYS CORP COM 0.5%
Value ($000) $1,950 Shares 4,119 Est. Cost $145.66 Unrealized +224.8%
VTI VANGUARD TOTAL STK MKT ETF 0.5%
Value ($000) $1,928 Shares 6,653 Est. Cost $241.03 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.5%
Value ($000) $1,826 Shares 7,599 Est. Cost $169.29 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.5%
Value ($000) $1,819 Shares 17,911 Est. Cost $89.91 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $1,790 Shares 4,026 Est. Cost $296.48 Unrealized +67.0%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.4%
Value ($000) $1,773 Shares 15,389 Est. Cost $95.49 Unrealized
IBM INTL BUSINESS MACHINES COM 0.4%
Value ($000) $1,750 Shares 7,960 Est. Cost $94.18 Unrealized +129.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $1,691 Shares 4,807 Est. Cost $196.94 Unrealized +80.1%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $1,683 Shares 1,837 Est. Cost $403.94 Unrealized +128.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $1,645 Shares 7,215 Est. Cost $147.64 Unrealized +55.9%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,644 Shares 1,844 Est. Cost $31.51 Unrealized +161.2%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value ($000) $1,623 Shares 4,433 Est. Cost $191.07 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value ($000) $1,618 Shares 21,864 Est. Cost $49.85 Unrealized +48.1%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,612 Shares 3,317 Est. Cost $359.60 Unrealized +46.6%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $1,606 Shares 8,828 Est. Cost $139.03 Unrealized +35.9%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.4%
Value ($000) $1,581 Shares 27,258 Est. Cost $59.12 Unrealized
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $1,530 Shares 4,575 Est. Cost $196.72 Unrealized +61.0%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,525 Shares 6,497 Est. Cost $171.59 Unrealized +44.8%
KMB KIMBERLY - CLARK CORP 0.4%
Value ($000) $1,506 Shares 11,496 Est. Cost $92.17 Unrealized +41.2%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.4%
Value ($000) $1,471 Shares 3,662 Est. Cost $244.59 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.4%
Value ($000) $1,436 Shares 5,450 Est. Cost $169.19 Unrealized +66.6%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value ($000) $1,433 Shares 28,446 Est. Cost $50.29 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,371 Shares 6,069 Est. Cost $141.15 Unrealized +44.2%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1,343 Shares 8,060 Est. Cost $77.21 Unrealized +127.8%
TSLA TESLA MTRS INC COM 0.3%
Value ($000) $1,333 Shares 3,300 Est. Cost $232.88 Unrealized +38.2%
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.3%
Value ($000) $1,331 Shares 6,797 Est. Cost $134.57 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,313 Shares 14,440 Est. Cost $69.55 Unrealized +33.8%
ETN EATON CORP CMN 0.3%
Value ($000) $1,304 Shares 3,928 Est. Cost $142.87 Unrealized +142.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,296 Shares 2,562 Est. Cost $275.29 Unrealized +100.8%
KO COCA COLA CO COM 0.3%
Value ($000) $1,278 Shares 20,520 Est. Cost $44.20 Unrealized +42.7%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,258 Shares 20,188 Est. Cost $89.66 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $1,252 Shares 17,830 Est. Cost $39.14 Unrealized +70.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,241 Shares 5,904 Est. Cost $176.60 Unrealized +32.8%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,153 Shares 3,308 Est. Cost $190.69 Unrealized +80.1%
GS GOLDMAN SACHS 0.3%
Value ($000) $1,143 Shares 1,997 Est. Cost $296.29 Unrealized +83.9%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $1,130 Shares 9,119 Est. Cost $61.79 Unrealized +92.6%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,107 Shares 4,246 Est. Cost $170.95 Unrealized +67.3%
DHR DANAHER CORPORATION 0.3%
Value ($000) $1,098 Shares 4,782 Est. Cost $123.54 Unrealized +97.5%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,085 Shares 9,740 Est. Cost $114.51 Unrealized -9.6%
PFE PFIZER INC COM 0.3%
Value ($000) $1,081 Shares 40,767 Est. Cost $30.56 Unrealized -17.8%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value ($000) $1,057 Shares 17,236 Est. Cost $53.51 Unrealized
GWW GRAINGER W.W. INC 0.3%
Value ($000) $1,047 Shares 993 Est. Cost $305.81 Unrealized +264.9%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,025 Shares 4,044 Est. Cost $157.32 Unrealized +63.6%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $986 Shares 17,432 Est. Cost $42.87 Unrealized +22.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $970 Shares 13,525 Est. Cost $63.70 Unrealized +17.8%
AFL AFLAC INC COM 0.2%
Value ($000) $956 Shares 9,239 Est. Cost $42.52 Unrealized +150.3%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $933 Shares 9,411 Est. Cost $60.34 Unrealized +69.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $924 Shares 3,347 Est. Cost $185.47 Unrealized +67.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $909 Shares 1,748 Est. Cost $332.06 Unrealized +64.9%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value ($000) $875 Shares 15,048 Est. Cost $58.20 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $875 Shares 2,948 Est. Cost $111.29 Unrealized +154.8%
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value ($000) $868 Shares 5,129 Est. Cost $144.63 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $856 Shares 10,394 Est. Cost $50.42 Unrealized +67.6%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value ($000) $853 Shares 3,970 Est. Cost $89.74 Unrealized +126.2%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $844 Shares 16,164 Est. Cost $49.48 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $844 Shares 12,004 Est. Cost $69.48 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $838 Shares 7,782 Est. Cost $74.74 Unrealized +45.6%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $829 Shares 9,636 Est. Cost $79.74 Unrealized
SON SONOCO PRODS CO COM 0.2%
Value ($000) $820 Shares 16,788 Est. Cost $47.07 Unrealized +4.1%
MMM 3M COMPANY COM 0.2%
Value ($000) $814 Shares 6,309 Est. Cost $115.76 Unrealized +10.9%
NKE NIKE INC CL B 0.2%
Value ($000) $810 Shares 10,707 Est. Cost $78.43 Unrealized -2.5%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value ($000) $801 Shares 10,590 Est. Cost $69.53 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value ($000) $800 Shares 4,189 Est. Cost $192.52 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value ($000) $775 Shares 6,149 Est. Cost $125.49 Unrealized -2.5%
CVS CVS CORP. 0.2%
Value ($000) $770 Shares 17,149 Est. Cost $56.38 Unrealized -4.8%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $765 Shares 12,813 Est. Cost $42.22 Unrealized +50.7%
ECL ECOLAB INC COM 0.2%
Value ($000) $755 Shares 3,224 Est. Cost $155.59 Unrealized +57.8%
DOV DOVER CORP 0.2%
Value ($000) $748 Shares 3,987 Est. Cost $81.29 Unrealized +137.5%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value ($000) $747 Shares 1,078 Est. Cost $759.47 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value ($000) $747 Shares 8,449 Est. Cost $59.33 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $722 Shares 6,382 Est. Cost $89.55 Unrealized +26.6%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value ($000) $719 Shares 16,331 Est. Cost $40.97 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $719 Shares 4,678 Est. Cost $79.38 Unrealized +101.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.2%
Value ($000) $694 Shares 3,512 Est. Cost $114.98 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $686 Shares 18,296 Est. Cost $33.74 Unrealized +18.5%
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $682 Shares 3,890 Est. Cost $145.39 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $671 Shares 7,350 Est. Cost $82.36 Unrealized +14.1%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.2%
Value ($000) $660 Shares 5,204 Est. Cost $108.83 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $659 Shares 622 Est. Cost $102.43 Unrealized +97.8%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.2%
Value ($000) $648 Shares 6,146 Est. Cost $105.63 Unrealized
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value ($000) $645 Shares 8,457 Est. Cost $21.29 Unrealized +59.0%
IYW ISHARES TR DJ US TECH SEC 0.2%
Value ($000) $640 Shares 4,015 Est. Cost $114.99 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $633 Shares 5,553 Est. Cost $72.68 Unrealized +67.9%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value ($000) $630 Shares 16,549 Est. Cost $37.74 Unrealized +16.7%
CB CHUBB LIMITED COM 0.2%
Value ($000) $626 Shares 2,264 Est. Cost $191.74 Unrealized +46.7%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value ($000) $624 Shares 9,500 Est. Cost $41.28 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value ($000) $619 Shares 11,181 Est. Cost $60.84 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $615 Shares 3,188 Est. Cost $105.87 Unrealized +78.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $614 Shares 15,370 Est. Cost $37.70 Unrealized +4.5%
TRV ST PAUL TRAVELERS COS 0.1%
Value ($000) $602 Shares 2,500 Est. Cost $152.37 Unrealized +60.7%
ANET ARISTA NETWORKS INC COM 0.1%
Value ($000) $601 Shares 5,436 Est. Cost $102.84 Unrealized 0.0%
BA BOEING CO COM 0.1%
Value ($000) $595 Shares 3,363 Est. Cost $268.40 Unrealized -41.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $591 Shares 12,350 Est. Cost $38.33 Unrealized +21.7%
IUSV ISHARES CORE S&P VALUE 0.1%
Value ($000) $567 Shares 6,124 Est. Cost $72.47 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $563 Shares 10,770 Est. Cost $31.97 Unrealized +52.7%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $552 Shares 284 Est. Cost $1303.88 Unrealized +44.9%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $551 Shares 3,304 Est. Cost $122.02 Unrealized +45.2%
HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 0.1%
Value ($000) $530 Shares 8,550 Est. Cost $61.59 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $530 Shares 1,827 Est. Cost $200.25 Unrealized +51.8%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $514 Shares 3,664 Est. Cost $68.26 Unrealized +101.2%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $509 Shares 2,749 Est. Cost $148.62 Unrealized
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $507 Shares 5,610 Est. Cost $45.69 Unrealized +117.7%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $500 Shares 6,159 Est. Cost $85.71 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $496 Shares 4,104 Est. Cost $73.87 Unrealized +59.4%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $492 Shares 2,626 Est. Cost $132.62 Unrealized +45.6%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $488 Shares 4,645 Est. Cost $39.86 Unrealized +183.0%
T AT&T INC COM 0.1%
Value ($000) $486 Shares 21,327 Est. Cost $14.75 Unrealized +45.8%
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value ($000) $484 Shares 4,866 Est. Cost $67.10 Unrealized
EFV ISHARES TR MSCI VAL IDX 0.1%
Value ($000) $473 Shares 9,014 Est. Cost $49.10 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $466 Shares 7,721 Est. Cost $44.76 Unrealized +59.5%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $462 Shares 16,912 Est. Cost $42.06 Unrealized
BAC BANK OF AMERICA CORP COM 0.1%
Value ($000) $455 Shares 10,359 Est. Cost $25.67 Unrealized +66.8%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $450 Shares 9,091 Est. Cost $35.70 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $448 Shares 6,569 Est. Cost $25.42 Unrealized +192.7%
LOW LOWES COMPANIES 0.1%
Value ($000) $447 Shares 1,811 Est. Cost $162.32 Unrealized +61.1%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value ($000) $443 Shares 5,684 Est. Cost $79.08 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $442 Shares 19,080 Est. Cost $32.47 Unrealized
TILT FLEXSHARES MORNINGSTAR US 0.1%
Value ($000) $442 Shares 2,045 Est. Cost $215.95 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $440 Shares 3,645 Est. Cost $101.52 Unrealized +41.7%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value ($000) $436 Shares 2,693 Est. Cost $167.67 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $429 Shares 4,643 Est. Cost $62.18 Unrealized +39.9%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value ($000) $427 Shares 3,393 Est. Cost $78.27 Unrealized +52.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $423 Shares 1,892 Est. Cost $201.43 Unrealized +23.0%
O REALTY INCOME CORP COM 0.1%
Value ($000) $418 Shares 7,828 Est. Cost $49.43 Unrealized +10.3%
KKR KKR & CO INC COM 0.1%
Value ($000) $413 Shares 2,794 Est. Cost $66.83 Unrealized +118.2%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $412 Shares 2,391 Est. Cost $106.52 Unrealized +58.4%
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $407 Shares 3,316 Est. Cost $61.75 Unrealized +109.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $406 Shares 3,374 Est. Cost $64.08 Unrealized +88.2%
INTU INTUIT COM 0.1%
Value ($000) $406 Shares 646 Est. Cost $476.14 Unrealized +33.3%
GLW CORNING INC COM 0.1%
Value ($000) $402 Shares 8,467 Est. Cost $30.53 Unrealized +51.8%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $397 Shares 4,300 Est. Cost $82.83 Unrealized +12.4%
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value ($000) $395 Shares 3,012 Est. Cost $90.95 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $387 Shares 1,387 Est. Cost $147.72 Unrealized +83.8%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $384 Shares 819 Est. Cost $401.46 Unrealized +22.8%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $383 Shares 3,935 Est. Cost $97.62 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $380 Shares 1,571 Est. Cost $162.58 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $372 Shares 17,409 Est. Cost $20.58 Unrealized +5.3%
MET METLIFE INC COM 0.1%
Value ($000) $369 Shares 4,508 Est. Cost $31.88 Unrealized +153.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $366 Shares 5,580 Est. Cost $77.98 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value ($000) $365 Shares 7,483 Est. Cost $68.00 Unrealized
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value ($000) $365 Shares 5,831 Est. Cost $60.92 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $363 Shares 1,941 Est. Cost $173.74 Unrealized +14.6%
STT STATE STREET CORP 0.1%
Value ($000) $363 Shares 3,700 Est. Cost $57.49 Unrealized +58.7%
FDX FEDEX CORP 0.1%
Value ($000) $360 Shares 1,278 Est. Cost $207.76 Unrealized +30.8%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.1%
Value ($000) $355 Shares 7,008 Est. Cost $50.81 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $353 Shares 15,557 Est. Cost $31.35 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $352 Shares 1,563 Est. Cost $115.54 Unrealized +94.3%
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value ($000) $351 Shares 6,261 Est. Cost $31.86 Unrealized +74.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $344 Shares 660 Est. Cost $421.13 Unrealized +23.7%
TROW T. ROWE PRICE GROUP INC 0.1%
Value ($000) $341 Shares 3,016 Est. Cost $104.88 Unrealized +4.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $341 Shares 2,100 Est. Cost $127.99 Unrealized +22.9%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value ($000) $338 Shares 4,193 Est. Cost $71.75 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $336 Shares 4,772 Est. Cost $41.53 Unrealized +57.4%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $333 Shares 3,725 Est. Cost $75.02 Unrealized +17.3%
SPYM SPDR SER TR RUSSELL 1000 ETF 0.1%
Value ($000) $332 Shares 4,817 Est. Cost $68.94 Unrealized
IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 0.1%
Value ($000) $332 Shares 14,263 Est. Cost $25.90 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $332 Shares 2,609 Est. Cost $148.58 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.1%
Value ($000) $329 Shares 3,104 Est. Cost $108.18 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value ($000) $325 Shares 14,770 Est. Cost $9.66 Unrealized
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value ($000) $323 Shares 7,193 Est. Cost $37.86 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $321 Shares 3,468 Est. Cost $73.87 Unrealized +33.1%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $319 Shares 3,335 Est. Cost $54.71 Unrealized +73.8%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $313 Shares 3,116 Est. Cost $96.84 Unrealized 0.0%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value ($000) $310 Shares 2,635 Est. Cost $88.28 Unrealized
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value ($000) $305 Shares 5,968 Est. Cost $39.91 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value ($000) $304 Shares 16,429 Est. Cost $26.76 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $304 Shares 894 Est. Cost $268.31 Unrealized +37.7%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value ($000) $304 Shares 13,224 Est. Cost $23.05 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $301 Shares 1,417 Est. Cost $175.02 Unrealized +24.4%
EXC EXELON CORP COM 0.1%
Value ($000) $292 Shares 7,763 Est. Cost $35.46 Unrealized +5.1%
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $288 Shares 1,256 Est. Cost $199.80 Unrealized +13.3%
BN BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $286 Shares 4,982 Est. Cost $22.45 Unrealized +66.6%
FLR FLUOR CORP. (NEW) 0.1%
Value ($000) $284 Shares 5,768 Est. Cost $33.49 Unrealized +57.4%
FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 0.1%
Value ($000) $284 Shares 15,079 Est. Cost $18.86 Unrealized
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value ($000) $281 Shares 2,170 Est. Cost $117.55 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $279 Shares 692 Est. Cost $390.58 Unrealized +18.7%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $277 Shares 435 Est. Cost $527.65 Unrealized +24.2%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $276 Shares 672 Est. Cost $410.44 Unrealized
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $273 Shares 3,512 Est. Cost $80.93 Unrealized 0.0%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $272 Shares 2,427 Est. Cost $117.62 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value ($000) $267 Shares 2,876 Est. Cost $79.35 Unrealized
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value ($000) $265 Shares 1,487 Est. Cost $131.79 Unrealized
YOU CLEAR SECURE INC COM CL A 0.1%
Value ($000) $264 Shares 9,901 Est. Cost $24.93 Unrealized +17.5%
PPG PPG INDS INC COM 0.1%
Value ($000) $262 Shares 2,197 Est. Cost $97.42 Unrealized +24.7%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $262 Shares 4,628 Est. Cost $48.87 Unrealized
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $262 Shares 1,296 Est. Cost $162.45 Unrealized +30.0%
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value ($000) $261 Shares 4,630 Est. Cost $42.47 Unrealized
ISTB ISHARES TR CORE 1 5 YR USD 0.1%
Value ($000) $261 Shares 5,470 Est. Cost $47.77 Unrealized
EFG ISHARES TR MSCI GRW IDX 0.1%
Value ($000) $261 Shares 2,696 Est. Cost $86.30 Unrealized
LIN LINDE PLC COM EURO .001 0.1%
Value ($000) $259 Shares 619 Est. Cost $385.60 Unrealized +16.4%
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value ($000) $259 Shares 3,699 Est. Cost $48.60 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value ($000) $256 Shares 5,228 Est. Cost $48.92 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $254 Shares 4,716 Est. Cost $47.54 Unrealized +13.7%
AVUV TR AVANTIS 0.1%
Value ($000) $253 Shares 2,625 Est. Cost $90.47 Unrealized
IGV ISHARES TR EXPANDED TECH 0.1%
Value ($000) $253 Shares 2,525 Est. Cost $86.90 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value ($000) $252 Shares 1,905 Est. Cost $111.41 Unrealized
OEF I SHARES TR S&P 100 ETF 0.1%
Value ($000) $251 Shares 870 Est. Cost $264.29 Unrealized
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.1%
Value ($000) $250 Shares 2,490 Est. Cost $101.42 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $248 Shares 1,065 Est. Cost $226.63 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $245 Shares 3,193 Est. Cost $63.85 Unrealized +18.3%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $245 Shares 1,335 Est. Cost $180.31 Unrealized +10.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $243 Shares 1,808 Est. Cost $132.27 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $240 Shares 1,757 Est. Cost $116.88 Unrealized +36.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $238 Shares 2,982 Est. Cost $74.48 Unrealized +12.6%
HCA HCA HLDGS INC COM 0.1%
Value ($000) $237 Shares 791 Est. Cost $193.55 Unrealized +78.9%
MDY SPDR S & P MIDCAP ETF 0.1%
Value ($000) $236 Shares 415 Est. Cost $456.64 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $235 Shares 828 Est. Cost $278.73 Unrealized +3.3%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $235 Shares 714 Est. Cost $311.89 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $235 Shares 3,141 Est. Cost $76.61 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $234 Shares 3,508 Est. Cost $52.28 Unrealized +27.2%
CTVA CORTEVA INC COM 0.1%
Value ($000) $233 Shares 4,096 Est. Cost $54.26 Unrealized +7.7%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $233 Shares 331 Est. Cost $662.52 Unrealized +21.5%
BP BP AMOCO PLC ADS (UK) 0.1%
Value ($000) $232 Shares 7,865 Est. Cost $30.37 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value ($000) $232 Shares 6,371 Est. Cost $36.36 Unrealized
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value ($000) $231 Shares 1,074 Est. Cost $356.45 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.1%
Value ($000) $230 Shares 4,623 Est. Cost $57.67 Unrealized
FISV FISERV INC 0.1%
Value ($000) $228 Shares 1,110 Est. Cost $204.14 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCOM 0.1%
Value ($000) $227 Shares 2,810 Est. Cost $76.91 Unrealized +9.1%
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value ($000) $227 Shares 4,200 Est. Cost $52.75 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $226 Shares 240 Est. Cost $794.65 Unrealized +12.9%
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value ($000) $226 Shares 2,270 Est. Cost $89.24 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $225 Shares 659 Est. Cost $332.51 Unrealized 0.0%
CP CANADIAN PAC RY LTD COM 0.1%
Value ($000) $225 Shares 3,114 Est. Cost $72.42 Unrealized +5.5%
ADSK AUTODESK INC COM 0.1%
Value ($000) $225 Shares 761 Est. Cost $251.72 Unrealized +17.4%
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $225 Shares 1,720 Est. Cost $114.61 Unrealized +22.1%
INTC INTEL COM 0.1%
Value ($000) $222 Shares 11,077 Est. Cost $40.42 Unrealized -44.2%
RUSHA RUSH ENTERPRISES INC CL A 0.1%
Value ($000) $222 Shares 4,050 Est. Cost $49.60 Unrealized +15.1%
AGG ISHARES TR INDEX BARCLY USAGG B 0.1%
Value ($000) $221 Shares 2,285 Est. Cost $96.90 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM 0.1%
Value ($000) $219 Shares 3,809 Est. Cost $57.52 Unrealized
BKNG BOOKING HLDGS INC.COM 0.1%
Value ($000) $219 Shares 44 Est. Cost $4764.13 Unrealized 0.0%
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $218 Shares 5,280 Est. Cost $38.81 Unrealized +7.3%
USIG ISHARES TR USD INV GRDE ETF 0.1%
Value ($000) $217 Shares 4,321 Est. Cost $50.20 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value ($000) $217 Shares 3,300 Est. Cost $106.01 Unrealized
ICE INTERCONTINENTALEXCHANGE INCCOM 0.1%
Value ($000) $216 Shares 1,450 Est. Cost $151.73 Unrealized +3.0%
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $215 Shares 2,388 Est. Cost $98.80 Unrealized
LRCX LAM RESEARCH CORP COM 0.1%
Value ($000) $214 Shares 2,969 Est. Cost $74.98 Unrealized 0.0%
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.1%
Value ($000) $214 Shares 4,200 Est. Cost $51.13 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $211 Shares 2,249 Est. Cost $93.36 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $208 Shares 1,079 Est. Cost $189.83 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $207 Shares 3,834 Est. Cost $51.72 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.1%
Value ($000) $207 Shares 898 Est. Cost $218.15 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value ($000) $206 Shares 2,669 Est. Cost $75.56 Unrealized
SPTS SPDR SER TRU PORTOLIO SH TSR 0.1%
Value ($000) $206 Shares 7,101 Est. Cost $29.00 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $205 Shares 5,103 Est. Cost $41.11 Unrealized +4.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $204 Shares 5,326 Est. Cost $45.36 Unrealized -10.7%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $204 Shares 1,524 Est. Cost $136.24 Unrealized 0.0%
FTNT FORTINET INC COM 0.1%
Value ($000) $204 Shares 2,155 Est. Cost $88.94 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $203 Shares 957 Est. Cost $207.63 Unrealized +4.4%
MSCI MSCI INC CL A 0.1%
Value ($000) $203 Shares 338 Est. Cost $591.72 Unrealized 0.0%
HYGV FLEXSHARES TR HIG YLD VL ETF 0.1%
Value ($000) $202 Shares 4,977 Est. Cost $41.66 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $201 Shares 2,211 Est. Cost $101.83 Unrealized -3.7%
HLN HALEON PLC SPNSD ADR 0.0%
Value ($000) $146 Shares 15,285 Est. Cost $8.33 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value ($000) $96 Shares 27,310 Est. Cost $4.58 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $36 Shares 19,448 Est. Cost $2.44 Unrealized