Manning & Napier Advisors LLC Diversified Active

CIK: 0000062039 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value ($000): $7,839,902 (100.0% shares, 0.0% debt)

Holdings (445)

MSFT MICROSOFT CORP 4.3%
Value ($000) $334,183 Shares 645,204 Est. Cost $188.56 Unrealized +169.8%
UNH UNITEDHEALTH GROUP INC 3.8%
Value ($000) $299,018 Shares 865,966 Est. Cost $360.66 Unrealized -17.1%
TSM TAIWAN SEMICONDUCTOR - SP ADR 3.5%
Value ($000) $277,128 Shares 992,259 Est. Cost $153.73 Unrealized
NVDA NVIDIA CORP 3.5%
Value ($000) $273,512 Shares 1,465,923 Est. Cost $124.19 Unrealized +40.3%
CDNS CADENCE DESIGN SYS INC 3.2%
Value ($000) $252,668 Shares 719,318 Est. Cost $288.30 Unrealized +19.3%
AMZN AMAZON.COM INC 3.2%
Value ($000) $248,791 Shares 1,119,822 Est. Cost $169.32 Unrealized +33.7%
GOOGL ALPHABET INC-CL A 3.0%
Value ($000) $238,638 Shares 977,825 Est. Cost $156.33 Unrealized +33.8%
LHX L3HARRIS TECHNOLOGIES INC 2.9%
Value ($000) $230,418 Shares 754,454 Est. Cost $213.36 Unrealized +27.2%
MA MASTERCARD INC-CLASS A 2.9%
Value ($000) $226,534 Shares 398,259 Est. Cost $77.22 Unrealized +642.6%
META META PLATFORMS INC 2.8%
Value ($000) $223,199 Shares 300,241 Est. Cost $188.26 Unrealized +294.8%
NOW SERVICENOW INC 2.6%
Value ($000) $203,549 Shares 216,346 Est. Cost $89.68 Unrealized +108.3%
VRTX VERTEX PHARMACEUTICALS INC 2.4%
Value ($000) $187,702 Shares 474,822 Est. Cost $320.88 Unrealized +30.2%
V VISA INC - CLASS A SHARES 2.0%
Value ($000) $159,395 Shares 466,914 Est. Cost $61.17 Unrealized +464.2%
CBRE CBRE GROUP INC - A 1.8%
Value ($000) $141,131 Shares 887,837 Est. Cost $131.17 Unrealized +17.9%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $141,090 Shares 290,896 Est. Cost $387.71 Unrealized +19.9%
SQM QUIMICA Y MINERA - ADR 1.8%
Value ($000) $140,040 Shares 3,168,322 Est. Cost $36.64 Unrealized
ALB ALBEMARLE CORP 1.8%
Value ($000) $138,723 Shares 1,596,717 Est. Cost $76.57 Unrealized 0.0%
AZN ASTRAZENECA 1.7%
Value ($000) $135,195 Shares 1,762,193 Est. Cost $76.09 Unrealized
RACE FERRARI NV 1.7%
Value ($000) $132,510 Shares 273,092 Est. Cost $464.90 Unrealized +3.1%
WDAY WORKDAY INC-CLASS A 1.6%
Value ($000) $124,730 Shares 503,573 Est. Cost $243.59 Unrealized -5.1%
MCO MOODY'S CORPORATION 1.6%
Value ($000) $124,273 Shares 258,461 Est. Cost $406.92 Unrealized +23.5%
KO COCA COLA CO/THE 1.6%
Value ($000) $124,260 Shares 1,873,650 Est. Cost $48.40 Unrealized +40.3%
BSY BENTLEY SYSTEMS INC - CLASS B 1.6%
Value ($000) $122,028 Shares 2,347,598 Est. Cost $54.63 Unrealized 0.0%
TRU TRANSUNION 1.6%
Value ($000) $121,867 Shares 1,429,864 Est. Cost $89.15 Unrealized +1.6%
HDB HDFC BANK LTD-ADR 1.5%
Value ($000) $118,448 Shares 3,467,459 Est. Cost $49.18 Unrealized
WFG WEST FRASER TIMBER CO LTD 1.4%
Value ($000) $113,656 Shares 1,671,846 Est. Cost $78.01 Unrealized -6.4%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $107,556 Shares 240,493 Est. Cost $403.25 Unrealized +19.0%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $91,012 Shares 185,233 Est. Cost $442.35 Unrealized +20.7%
NU NU HOLDINGS LTD/CAYMAN ISL-A 1.1%
Value ($000) $87,856 Shares 5,487,582 Est. Cost $11.97 Unrealized +16.5%
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $86,403 Shares 141,093 Est. Cost $277.10 Unrealized
GSK GLAXOSMITHKLINE PLC -ADR 1.0%
Value ($000) $79,914 Shares 1,851,569 Est. Cost $42.58 Unrealized
APH AMPHENOL CORP CL A 1.0%
Value ($000) $78,132 Shares 631,373 Est. Cost $81.39 Unrealized +34.4%
TEAM ATLASSIAN CORP PLC-CLASS A 1.0%
Value ($000) $78,043 Shares 472,102 Est. Cost $210.11 Unrealized -13.9%
SBS CIA SANEAMENTO BASICO SE ADR 1.0%
Value ($000) $76,892 Shares 3,089,290 Est. Cost $24.35 Unrealized
ROL ROLLINS INC 1.0%
Value ($000) $76,814 Shares 1,307,691 Est. Cost $48.98 Unrealized +15.6%
NDAQ NASDAQ STOCK MARKET INC 1.0%
Value ($000) $76,438 Shares 861,664 Est. Cost $68.13 Unrealized +35.2%
TJX TJX COMPANIES INC 1.0%
Value ($000) $75,353 Shares 521,332 Est. Cost $132.28 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.9%
Value ($000) $68,141 Shares 27,242 Est. Cost $1578.70 Unrealized +52.1%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $67,904 Shares 196,106 Est. Cost $342.70 Unrealized +2.5%
ICE INTERCONTINENTALEXCHANGE INC 0.8%
Value ($000) $64,358 Shares 381,993 Est. Cost $133.06 Unrealized +33.6%
HEI/A HEICO CORP-CL A 0.8%
Value ($000) $61,574 Shares 242,332 Est. Cost $193.64 Unrealized +29.0%
BLK BLACKROCK INC 0.8%
Value ($000) $61,275 Shares 52,124 Est. Cost $979.86 Unrealized +13.2%
CWAN CLEARWATER ANALYTICS HLDGS I 0.7%
Value ($000) $58,148 Shares 3,194,969 Est. Cost $22.88 Unrealized -11.4%
SPTI SPDR BARCLAYS CAPITAL INTERE 0.7%
Value ($000) $57,280 Shares 1,982,008 Est. Cost $28.16 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $56,720 Shares 231,414 Est. Cost $203.70 Unrealized +23.4%
ZTS ZOETIS INC 0.7%
Value ($000) $56,439 Shares 385,723 Est. Cost $157.38 Unrealized -4.4%
MUB ISHARES S&P NAT AMT-FREE MUN 0.7%
Value ($000) $51,474 Shares 483,367 Est. Cost $106.43 Unrealized
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $42,759 Shares 135,446 Est. Cost $114.40 Unrealized +158.7%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.4%
Value ($000) $33,838 Shares 564,719 Est. Cost $41.75 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.4%
Value ($000) $31,694 Shares 425,997 Est. Cost $74.95 Unrealized
MBB ISHARES BARCLAYS MBS BOND FD 0.4%
Value ($000) $31,270 Shares 328,643 Est. Cost $91.86 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SEC 0.4%
Value ($000) $28,761 Shares 611,806 Est. Cost $49.51 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $27,320 Shares 147,340 Est. Cost $66.57 Unrealized +154.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $25,538 Shares 510,044 Est. Cost $50.10 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $24,937 Shares 218,324 Est. Cost $103.29 Unrealized +6.2%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.3%
Value ($000) $24,210 Shares 127,623 Est. Cost $165.04 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $23,741 Shares 452,900 Est. Cost $34.36 Unrealized +40.7%
VWO VANGUARD EMERGING MARKET ETF 0.3%
Value ($000) $23,070 Shares 425,801 Est. Cost $43.32 Unrealized
WFC WELLS FARGO COMPANY 0.3%
Value ($000) $22,190 Shares 262,143 Est. Cost $43.96 Unrealized +83.0%
RMOP ROCKEFELLER OPPORT MUNI ETF 0.3%
Value ($000) $21,183 Shares 849,300 Est. Cost $24.50 Unrealized
USIG ISHARES BROAD USD INVESTMENT 0.3%
Value ($000) $20,721 Shares 396,799 Est. Cost $50.21 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $20,107 Shares 42,140 Est. Cost $338.69 Unrealized +25.6%
SCHD SCHWAB US DVD EQUITY ETF 0.3%
Value ($000) $19,974 Shares 731,649 Est. Cost $41.04 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $18,343 Shares 177,814 Est. Cost $56.53 Unrealized +66.5%
VTI VANGUARD TOTAL STOCK MKT ETF 0.2%
Value ($000) $17,905 Shares 54,561 Est. Cost $282.30 Unrealized
VGLT VANGUARD LONG-TERM TREASURY 0.2%
Value ($000) $17,649 Shares 309,745 Est. Cost $57.30 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $15,674 Shares 186,754 Est. Cost $83.03 Unrealized -2.4%
ET ENERGY TRANSFER EQUITY LP 0.2%
Value ($000) $15,444 Shares 900,000 Est. Cost $17.42 Unrealized
SPSB SPDR PORT SHRT TRM CORP BND 0.2%
Value ($000) $15,278 Shares 504,406 Est. Cost $29.70 Unrealized
SHEL SHELL PLC- ADR 0.2%
Value ($000) $15,226 Shares 210,156 Est. Cost $71.56 Unrealized
OR OSISKO GOLD ROYALTIES LTD 0.2%
Value ($000) $14,998 Shares 374,114 Est. Cost $31.21 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY B 0.2%
Value ($000) $14,810 Shares 147,068 Est. Cost $100.69 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 0.2%
Value ($000) $14,446 Shares 275,000 Est. Cost $77.89 Unrealized -28.8%
SPY S & P 500 DEPOSITORY RECEIPT 0.2%
Value ($000) $14,433 Shares 21,666 Est. Cost $245.83 Unrealized
SPTS SPDR PORT SHRT TRM TRSRY 0.2%
Value ($000) $14,375 Shares 490,296 Est. Cost $29.02 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $13,706 Shares 82,388 Est. Cost $145.02 Unrealized +8.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $13,654 Shares 121,237 Est. Cost $55.53 Unrealized +102.2%
WWW WOLVERINE WORLD WIDE INC 0.2%
Value ($000) $12,693 Shares 462,577 Est. Cost $14.19 Unrealized +83.8%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $12,256 Shares 49,629 Est. Cost $253.98 Unrealized -8.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $12,157 Shares 126,832 Est. Cost $97.82 Unrealized -4.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $11,792 Shares 23,622 Est. Cost $227.95 Unrealized +96.6%
GIGB GOLDMAN SACHS INV GRD CORP 0.1%
Value ($000) $11,599 Shares 248,309 Est. Cost $45.33 Unrealized
NVS NOVARTIS AG- REG 0.1%
Value ($000) $11,346 Shares 88,478 Est. Cost $83.95 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $11,243 Shares 44,217 Est. Cost $163.61 Unrealized
MDT MEDTRONIC INC 0.1%
Value ($000) $11,112 Shares 116,674 Est. Cost $58.36 Unrealized +56.4%
NEM NEWMONT GOLDCORP CORP 0.1%
Value ($000) $10,647 Shares 125,938 Est. Cost $49.89 Unrealized +39.1%
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $10,559 Shares 87,003 Est. Cost $87.44 Unrealized +11.8%
OWL BLUE OWL CAPITAL INC 0.1%
Value ($000) $10,158 Shares 600,000 Est. Cost $19.44 Unrealized -2.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $10,112 Shares 182,201 Est. Cost $69.02 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INT 0.1%
Value ($000) $9,961 Shares 242,294 Est. Cost $33.99 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.1%
Value ($000) $9,858 Shares 260,794 Est. Cost $37.51 Unrealized
VO VANGUARD ETF MIDCAP 0.1%
Value ($000) $9,562 Shares 32,553 Est. Cost $203.49 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $9,519 Shares 211,054 Est. Cost $39.56 Unrealized +15.1%
VTRS VIATRIS INC 0.1%
Value ($000) $9,504 Shares 960,000 Est. Cost $10.00 Unrealized -4.4%
BTI BRITISH AMERICAN TOB-SP ADR 0.1%
Value ($000) $9,490 Shares 178,788 Est. Cost $31.10 Unrealized
USB U.S. BANCORP 0.1%
Value ($000) $9,465 Shares 193,202 Est. Cost $34.14 Unrealized +35.8%
SNY SANOFI-AVENTIS-ADR 0.1%
Value ($000) $9,251 Shares 196,003 Est. Cost $50.57 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $9,211 Shares 404,514 Est. Cost $33.92 Unrealized -25.6%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $8,711 Shares 44,337 Est. Cost $65.41 Unrealized +166.7%
EQH EQUITABLE HOLDINGS INC 0.1%
Value ($000) $8,633 Shares 170,000 Est. Cost $51.88 Unrealized +1.3%
MTCH MATCH GROUP INC 0.1%
Value ($000) $8,381 Shares 237,287 Est. Cost $32.56 Unrealized +9.0%
CMI CUMMINS INC 0.1%
Value ($000) $8,082 Shares 19,136 Est. Cost $185.69 Unrealized +105.0%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $8,048 Shares 175,251 Est. Cost $34.94 Unrealized +26.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $8,037 Shares 39,818 Est. Cost $143.01 Unrealized +36.9%
TRV TRAVELLERS COS INC 0.1%
Value ($000) $8,025 Shares 28,740 Est. Cost $208.89 Unrealized +27.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $8,017 Shares 127,999 Est. Cost $63.97 Unrealized -0.9%
GEL GENESIS ENERGY L.P. 0.1%
Value ($000) $7,858 Shares 470,287 Est. Cost $13.49 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $7,816 Shares 24,189 Est. Cost $399.12 Unrealized -22.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $7,733 Shares 68,224 Est. Cost $118.24 Unrealized -0.2%
CSX CSX CORP 0.1%
Value ($000) $7,711 Shares 215,206 Est. Cost $33.15 Unrealized +2.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $7,575 Shares 57,744 Est. Cost $112.55 Unrealized +20.4%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $7,521 Shares 35,381 Est. Cost $185.86 Unrealized +17.2%
JACK JACK IN THE BOX INC 0.1%
Value ($000) $7,407 Shares 374,666 Est. Cost $38.11 Unrealized -47.9%
LBRT LIBERTY OILFIELD SERVICES -A 0.1%
Value ($000) $7,403 Shares 599,900 Est. Cost $12.43 Unrealized -7.0%
O REALTY INCOME CORP 0.1%
Value ($000) $7,388 Shares 121,540 Est. Cost $54.24 Unrealized +4.9%
AQN ALGONQUIN POWER & UTILITIES 0.1%
Value ($000) $7,384 Shares 1,375,000 Est. Cost $5.31 Unrealized +8.3%
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $7,347 Shares 34,228 Est. Cost $188.94 Unrealized +6.0%
FCPT FOUR CORNERS PROPERTY TRUST 0.1%
Value ($000) $7,320 Shares 300,000 Est. Cost $24.40 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $7,309 Shares 130,009 Est. Cost $48.09 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM C 0.1%
Value ($000) $7,218 Shares 85,816 Est. Cost $84.82 Unrealized
TOTALENERGIES SE SPON ADR 0.1%
Value ($000) $7,165 Shares 116,091 Est. Cost $66.26 Unrealized
UNILEVER PLC - ADR 0.1%
Value ($000) $7,031 Shares 118,610 Est. Cost $41.68 Unrealized
VLO VALERO ENERGY 0.1%
Value ($000) $6,975 Shares 40,520 Est. Cost $48.63 Unrealized +204.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $6,753 Shares 172,176 Est. Cost $37.73 Unrealized +14.5%
FDX FEDEX CORPORATION 0.1%
Value ($000) $6,745 Shares 28,512 Est. Cost $169.22 Unrealized +34.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $6,679 Shares 35,685 Est. Cost $227.88 Unrealized -19.2%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $6,598 Shares 137,180 Est. Cost $46.62 Unrealized -4.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $6,474 Shares 34,714 Est. Cost $170.47 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $6,441 Shares 183,449 Est. Cost $53.62 Unrealized -36.0%
NTES NETEASE.COM INC- ADR 0.1%
Value ($000) $6,161 Shares 40,537 Est. Cost $275.73 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $6,054 Shares 42,949 Est. Cost $119.00 Unrealized
BKR BAKER HUGHES CO 0.1%
Value ($000) $5,959 Shares 117,893 Est. Cost $37.27 Unrealized +17.6%
PRDO PERDOCEO EDUCATION CORP 0.1%
Value ($000) $5,898 Shares 156,621 Est. Cost $21.07 Unrealized +50.8%
FERG FERGUSON PLC 0.1%
Value ($000) $5,878 Shares 26,125 Est. Cost $187.29 Unrealized +20.0%
TGT TARGET CORP 0.1%
Value ($000) $5,831 Shares 65,000 Est. Cost $95.67 Unrealized +1.1%
EBAY EBAY INC 0.1%
Value ($000) $5,798 Shares 63,599 Est. Cost $50.72 Unrealized +73.4%
SCHH SCHWAB US REIT ETF 0.1%
Value ($000) $5,773 Shares 267,648 Est. Cost $21.14 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $5,770 Shares 70,079 Est. Cost $43.65 Unrealized +80.6%
HIG HARTFORD FINL SVCS 0.1%
Value ($000) $5,723 Shares 42,901 Est. Cost $97.58 Unrealized +30.5%
SPIB SPDR PORTFOLIO INTERMEDIATE 0.1%
Value ($000) $5,485 Shares 161,836 Est. Cost $32.56 Unrealized
KR KROGER CO 0.1%
Value ($000) $5,415 Shares 80,323 Est. Cost $66.24 Unrealized +4.3%
VYMI VANGUARD INT HIGH DVD YLD IN 0.1%
Value ($000) $5,396 Shares 63,727 Est. Cost $70.03 Unrealized
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $5,309 Shares 63,907 Est. Cost $100.20 Unrealized -16.4%
MSCI MSCI INC 0.1%
Value ($000) $5,093 Shares 8,952 Est. Cost $486.44 Unrealized +15.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $5,052 Shares 111,271 Est. Cost $23.94 Unrealized +79.8%
HSY HERSHEY CO/THE 0.1%
Value ($000) $5,005 Shares 26,756 Est. Cost $115.46 Unrealized +55.6%
CELESTICA INC 0.1%
Value ($000) $4,987 Shares 20,263 Est. Cost $246.13 Unrealized
CTSH COGNIZANT TECH SOLUTIONS - A 0.1%
Value ($000) $4,956 Shares 73,880 Est. Cost $66.04 Unrealized +8.8%
SEE SEALED AIR CORP 0.1%
Value ($000) $4,884 Shares 138,161 Est. Cost $32.17 Unrealized -1.8%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $4,860 Shares 22,137 Est. Cost $146.90 Unrealized +36.2%
WRB WR BERKLEY CORP 0.1%
Value ($000) $4,777 Shares 62,343 Est. Cost $51.96 Unrealized +34.7%
CVX CHEVRON CORP 0.1%
Value ($000) $4,761 Shares 30,660 Est. Cost $141.29 Unrealized +7.8%
LEN LENNAR CORP 0.1%
Value ($000) $4,712 Shares 36,902 Est. Cost $124.15 Unrealized -0.5%
JMST JPM ULTRA-SHORT MUNI INCOME 0.1%
Value ($000) $4,679 Shares 91,681 Est. Cost $50.92 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS 0.1%
Value ($000) $4,609 Shares 51,926 Est. Cost $62.05 Unrealized +39.5%
NUE NUCOR CORP 0.1%
Value ($000) $4,520 Shares 33,218 Est. Cost $129.06 Unrealized +8.9%
CNQ CANADIAN NATURAL RESOURCES 0.1%
Value ($000) $4,511 Shares 139,610 Est. Cost $35.04 Unrealized -10.6%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $4,496 Shares 259,142 Est. Cost $12.27 Unrealized +37.1%
KHC KRAFT HEINZ CO/THE 0.1%
Value ($000) $4,396 Shares 168,802 Est. Cost $32.54 Unrealized -18.6%
VGIT VANGUARD INTERMEDIATE -TERM T 0.1%
Value ($000) $4,349 Shares 72,446 Est. Cost $60.01 Unrealized
B BARRICK MINING CORP 0.1%
Value ($000) $4,346 Shares 131,152 Est. Cost $19.29 Unrealized +30.4%
AMX AMERICA MOVIL - ADR - L 0.1%
Value ($000) $4,256 Shares 202,682 Est. Cost $17.94 Unrealized
TPR TAPESTRY INC 0.1%
Value ($000) $4,157 Shares 36,720 Est. Cost $52.82 Unrealized +96.9%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $4,141 Shares 18,184 Est. Cost $247.16 Unrealized -9.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $4,113 Shares 81,577 Est. Cost $47.37 Unrealized +4.4%
E ENI SPA- SPONSORED ADR 0.1%
Value ($000) $4,031 Shares 113,842 Est. Cost $30.90 Unrealized
WSM WILLIAMS - SONOMA INC 0.1%
Value ($000) $4,008 Shares 20,506 Est. Cost $146.97 Unrealized +29.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $3,973 Shares 37,797 Est. Cost $127.35 Unrealized -13.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $3,921 Shares 23,432 Est. Cost $100.12 Unrealized +54.1%
JD JD.COM INC-ADR 0.0%
Value ($000) $3,906 Shares 109,597 Est. Cost $32.64 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $3,890 Shares 24,602 Est. Cost $119.83 Unrealized +25.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $3,860 Shares 20,256 Est. Cost $143.77 Unrealized +22.9%
HMC HONDA MOTOR CO LTD -SPONS ADR 0.0%
Value ($000) $3,839 Shares 120,809 Est. Cost $25.85 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $3,825 Shares 153,012 Est. Cost $35.31 Unrealized -38.1%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3,737 Shares 89,029 Est. Cost $36.74 Unrealized +9.2%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $3,657 Shares 39,737 Est. Cost $66.09 Unrealized +29.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $3,606 Shares 25,903 Est. Cost $96.43 Unrealized +37.3%
VALE VALE SA-SP ADR 0.0%
Value ($000) $3,546 Shares 326,495 Est. Cost $10.99 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $3,451 Shares 15,531 Est. Cost $66.61 Unrealized +223.6%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $3,420 Shares 35,840 Est. Cost $121.28 Unrealized
GFI GOLD FIELDS LTD-SP ADR 0.0%
Value ($000) $3,414 Shares 81,356 Est. Cost $23.67 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $3,387 Shares 79,552 Est. Cost $43.89 Unrealized +2.6%
TFII TFI INTERNATIONAL INC 0.0%
Value ($000) $3,385 Shares 38,452 Est. Cost $91.50 Unrealized 0.0%
TAK TAKEDA PHARMACEUTIC - SP ADR 0.0%
Value ($000) $3,315 Shares 226,438 Est. Cost $12.94 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3,259 Shares 137,795 Est. Cost $26.22 Unrealized -9.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3,243 Shares 43,018 Est. Cost $58.61 Unrealized +15.7%
SNA SNAP-ON INC 0.0%
Value ($000) $3,202 Shares 9,241 Est. Cost $285.91 Unrealized +13.3%
UGI UGI CORP 0.0%
Value ($000) $3,130 Shares 94,116 Est. Cost $25.62 Unrealized +36.4%
IXUS ISHARES CORE INTL STOCK ETF 0.0%
Value ($000) $3,087 Shares 37,380 Est. Cost $68.45 Unrealized
OC OWENS CORNING INC 0.0%
Value ($000) $3,050 Shares 21,562 Est. Cost $151.02 Unrealized -2.8%
CCEP COCA-COLA EUROPEAN PARTNERS 0.0%
Value ($000) $3,040 Shares 33,620 Est. Cost $30.97 Unrealized +194.9%
OMC OMNICOM GROUP 0.0%
Value ($000) $3,028 Shares 37,145 Est. Cost $83.85 Unrealized -11.3%
CDW CDW CORP/DE 0.0%
Value ($000) $3,024 Shares 18,635 Est. Cost $179.25 Unrealized -5.8%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $2,961 Shares 21,700 Est. Cost $176.63 Unrealized -10.8%
HLN HALEON PLC-ADR 0.0%
Value ($000) $2,870 Shares 319,922 Est. Cost $8.40 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $2,854 Shares 165,230 Est. Cost $17.86 Unrealized -12.6%
MTB M & T BANK CORPORATION 0.0%
Value ($000) $2,827 Shares 14,303 Est. Cost $176.89 Unrealized +9.5%
JNK SPDR BARCLAYS CAPITAL HIGH 0.0%
Value ($000) $2,816 Shares 28,742 Est. Cost $94.34 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $2,804 Shares 151,320 Est. Cost $17.79 Unrealized -11.7%
ABEV AMBEV SA-ADR 0.0%
Value ($000) $2,702 Shares 1,180,034 Est. Cost $2.41 Unrealized
FALN ISHARES FALLEN ANGELS ETF 0.0%
Value ($000) $2,587 Shares 93,133 Est. Cost $26.23 Unrealized
IFF INTERNATIONAL FLVRS & FRAGRANCES 0.0%
Value ($000) $2,574 Shares 41,830 Est. Cost $76.05 Unrealized -10.8%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $2,559 Shares 150,000 Est. Cost $18.05 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $2,558 Shares 15,773 Est. Cost $180.89 Unrealized -5.6%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $2,507 Shares 7,157 Est. Cost $360.90 Unrealized -6.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $2,485 Shares 42,333 Est. Cost $51.87 Unrealized +12.4%
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $2,478 Shares 30,999 Est. Cost $79.81 Unrealized
FMX FOMENTO ECONOMICO MEX-SP ADR 0.0%
Value ($000) $2,432 Shares 24,485 Est. Cost $97.71 Unrealized
RS RELIANCE STEEL & ALUMINUM 0.0%
Value ($000) $2,346 Shares 8,353 Est. Cost $290.93 Unrealized +3.1%
ERIC ERICSSON (LM) TEL-SP ADR 0.0%
Value ($000) $2,330 Shares 281,739 Est. Cost $8.48 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $2,293 Shares 22,938 Est. Cost $111.68 Unrealized -5.9%
TFI SPDR NUVEEN BBG BARC MUNI BOND 0.0%
Value ($000) $2,287 Shares 50,176 Est. Cost $45.57 Unrealized
DE DEERE & CO 0.0%
Value ($000) $2,265 Shares 4,954 Est. Cost $380.47 Unrealized +28.7%
CB CHUBB LTD 0.0%
Value ($000) $2,226 Shares 7,886 Est. Cost $273.35 Unrealized +0.7%
BF/B BROWN-FORMAN CORP -CL B 0.0%
Value ($000) $2,194 Shares 81,009 Est. Cost $34.38 Unrealized -16.8%
SPYV SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $2,180 Shares 39,406 Est. Cost $52.35 Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value ($000) $2,078 Shares 81,089 Est. Cost $25.62 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2,065 Shares 22,593 Est. Cost $84.23 Unrealized
TS TENARIS SA-ADR 0.0%
Value ($000) $1,984 Shares 55,461 Est. Cost $32.05 Unrealized
EC ECOPETROL SA-SPONSORED ADR 0.0%
Value ($000) $1,808 Shares 196,300 Est. Cost $10.58 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,739 Shares 11,207 Est. Cost $82.96 Unrealized +84.5%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $1,669 Shares 38,276 Est. Cost $44.71 Unrealized +1.7%
LVHI FRANKLIN INTERNATIONAL LOW V 0.0%
Value ($000) $1,637 Shares 47,112 Est. Cost $31.08 Unrealized
ZTO ZTO EXPRESS CAYMAN INC ADR 0.0%
Value ($000) $1,619 Shares 82,751 Est. Cost $17.75 Unrealized
ACN ACCENTURE PLC - CL A 0.0%
Value ($000) $1,446 Shares 5,862 Est. Cost $322.76 Unrealized -19.3%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $1,433 Shares 17,923 Est. Cost $90.62 Unrealized -6.6%
HUM HUMANA INC 0.0%
Value ($000) $1,377 Shares 5,293 Est. Cost $299.68 Unrealized -12.8%
PSX PHILLIPS 66 0.0%
Value ($000) $1,303 Shares 9,582 Est. Cost $139.62 Unrealized -9.5%
SMIN ISHARES MSCI INDIA SMAL-CAP ETF 0.0%
Value ($000) $1,265 Shares 17,634 Est. Cost $80.81 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $1,197 Shares 5,688 Est. Cost $132.29 Unrealized +56.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1,140 Shares 9,170 Est. Cost $96.66 Unrealized +31.2%
MAS MASCO CORP 0.0%
Value ($000) $1,140 Shares 16,197 Est. Cost $68.51 Unrealized +2.0%
ESGU ISHARES TRUST ISHARES ESG MS 0.0%
Value ($000) $1,128 Shares 7,750 Est. Cost $119.72 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $1,124 Shares 32,055 Est. Cost $35.60 Unrealized -5.5%
QUAL ISHARES EDGE MSCI USA QUALIT 0.0%
Value ($000) $1,093 Shares 5,621 Est. Cost $184.92 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACT 0.0%
Value ($000) $1,023 Shares 11,639 Est. Cost $85.18 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATI 0.0%
Value ($000) $955 Shares 19,946 Est. Cost $47.84 Unrealized
CRH CRH PLC 0.0%
Value ($000) $939 Shares 7,831 Est. Cost $83.00 Unrealized +27.2%
EMB ISHARES JP MORGAN USD EMERGI 0.0%
Value ($000) $923 Shares 9,678 Est. Cost $88.53 Unrealized
VCLT VANGUARD LONG-TERM CORP BOND 0.0%
Value ($000) $921 Shares 11,834 Est. Cost $75.87 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $916 Shares 12,110 Est. Cost $30.48 Unrealized +129.7%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $862 Shares 9,609 Est. Cost $23.92 Unrealized +269.4%
MLPX GLOBAL X MLP & ENERGY INFRAS 0.0%
Value ($000) $790 Shares 12,593 Est. Cost $54.43 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $780 Shares 71,929 Est. Cost $12.28 Unrealized -0.5%
AOR ISHARES CORE GROWTH ALLOCATI 0.0%
Value ($000) $765 Shares 11,917 Est. Cost $64.23 Unrealized
REM ISHARES FTSE NAREIT MORTGAGE 0.0%
Value ($000) $740 Shares 33,670 Est. Cost $23.73 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $693 Shares 4,967 Est. Cost $124.43 Unrealized +4.8%
GPK GRAPHIC PACKAGING HOLDING CO 0.0%
Value ($000) $685 Shares 35,000 Est. Cost $21.74 Unrealized 0.0%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.0%
Value ($000) $628 Shares 4,822 Est. Cost $126.97 Unrealized
IVW ISHARES S&P 500/BARRA GROWTH 0.0%
Value ($000) $594 Shares 4,916 Est. Cost $110.11 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $591 Shares 6,013 Est. Cost $103.67 Unrealized -6.5%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $589 Shares 789 Est. Cost $745.72 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $528 Shares 1,510 Est. Cost $276.08 Unrealized +24.4%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $497 Shares 9,241 Est. Cost $44.64 Unrealized +17.1%
HYG ISHARES IBOXX H/Y CORP BOND 0.0%
Value ($000) $490 Shares 6,038 Est. Cost $87.37 Unrealized
FNB FNB CORP 0.0%
Value ($000) $488 Shares 30,328 Est. Cost $15.72 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $427 Shares 3,604 Est. Cost $110.78 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $411 Shares 1,727 Est. Cost $219.85 Unrealized +12.5%
LH LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $410 Shares 1,429 Est. Cost $220.95 Unrealized +20.7%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $410 Shares 612 Est. Cost $603.39 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value ($000) $409 Shares 6,841 Est. Cost $45.95 Unrealized +25.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $395 Shares 6,611 Est. Cost $60.20 Unrealized +12.3%
RF REGIONS FINANCIAL CORP. 0.0%
Value ($000) $377 Shares 14,290 Est. Cost $22.41 Unrealized +14.0%
RL RALPH LAUREN CORP 0.0%
Value ($000) $365 Shares 1,164 Est. Cost $168.43 Unrealized +75.9%
RBA RB GLOBAL INC 0.0%
Value ($000) $363 Shares 3,346 Est. Cost $95.41 Unrealized +17.5%
TSN TYSON FOODS INC -CL A 0.0%
Value ($000) $362 Shares 6,672 Est. Cost $54.40 Unrealized 0.0%
DBMF IMGP DBI MANAGED FUTURES STR 0.0%
Value ($000) $361 Shares 13,238 Est. Cost $27.18 Unrealized
KMLM KRANESHARES MT LC MN FT ID S 0.0%
Value ($000) $348 Shares 12,922 Est. Cost $26.92 Unrealized
FHI FEDERATED INVESTORS INC CL B 0.0%
Value ($000) $344 Shares 6,619 Est. Cost $49.91 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $332 Shares 2,712 Est. Cost $118.30 Unrealized 0.0%
ESGD ISHARES MSCI EAFE ESG OPTIMIZED 0.0%
Value ($000) $332 Shares 3,568 Est. Cost $78.47 Unrealized
WLK WESTLAKE CHEMICAL CORP 0.0%
Value ($000) $323 Shares 4,188 Est. Cost $126.10 Unrealized -34.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $310 Shares 628 Est. Cost $485.80 Unrealized +16.4%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $303 Shares 2,847 Est. Cost $103.67 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $296 Shares 1,240 Est. Cost $220.39 Unrealized 0.0%
AAPL APPLE COMPUTER INC 0.0%
Value ($000) $286 Shares 1,125 Est. Cost $180.74 Unrealized +24.8%
SHM SPDR NUVEEN BBG SHORT TERM MUNI 0.0%
Value ($000) $283 Shares 5,862 Est. Cost $48.82 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $253 Shares 1,551 Est. Cost $165.18 Unrealized 0.0%
HYMB SPDR NUVEEN BLOOMBERG HY 0.0%
Value ($000) $244 Shares 9,801 Est. Cost $25.30 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $235 Shares 581 Est. Cost $343.54 Unrealized +13.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $222 Shares 738 Est. Cost $236.12 Unrealized +16.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $222 Shares 2,424 Est. Cost $93.79 Unrealized -3.9%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $216 Shares 9,282 Est. Cost $22.10 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $215 Shares 3,270 Est. Cost $61.42 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $215 Shares 2,789 Est. Cost $60.87 Unrealized +20.3%
SCHV SCWHAB US LARGE CAP VALUE 0.0%
Value ($000) $210 Shares 7,200 Est. Cost $29.11 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENT 0.0%
Value ($000) $191 Shares 745 Est. Cost $256.48 Unrealized
EAGG ISHARES ESG US AGGREGATE BOND 0.0%
Value ($000) $185 Shares 3,853 Est. Cost $48.03 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $182 Shares 1,290 Est. Cost $146.78 Unrealized -4.2%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $181 Shares 4,165 Est. Cost $43.42 Unrealized
CTA SIMPLIFY MANAGED FUTURES ST 0.0%
Value ($000) $178 Shares 6,373 Est. Cost $27.92 Unrealized
TAP MOLSON COORS BREWING CO -B 0.0%
Value ($000) $177 Shares 3,902 Est. Cost $54.56 Unrealized -11.1%
SUSC ISHARES ESG USD CORPATE BO 0.0%
Value ($000) $176 Shares 7,456 Est. Cost $23.56 Unrealized
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $174 Shares 5,880 Est. Cost $29.64 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $169 Shares 6,075 Est. Cost $27.85 Unrealized
CAG CONAGRA BRAND INC. 0.0%
Value ($000) $169 Shares 9,239 Est. Cost $27.36 Unrealized -31.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $168 Shares 1,006 Est. Cost $127.82 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $161 Shares 1,800 Est. Cost $89.34 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $159 Shares 332 Est. Cost $479.61 Unrealized
VLUE ISHARES MSCI USA 0.0%
Value ($000) $149 Shares 1,193 Est. Cost $125.05 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $149 Shares 1,582 Est. Cost $121.07 Unrealized -20.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $125 Shares 890 Est. Cost $140.05 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $124 Shares 420 Est. Cost $296.29 Unrealized
VFVA VANGUARD WELLINGTON FD US VALUE FACTR 0.0%
Value ($000) $121 Shares 946 Est. Cost $127.54 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $115 Shares 486 Est. Cost $174.17 Unrealized +28.1%
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $114 Shares 530 Est. Cost $215.79 Unrealized
HYD VANECK VECTORS HY MUNI ETF 0.0%
Value ($000) $113 Shares 2,217 Est. Cost $50.81 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $110 Shares 548 Est. Cost $204.01 Unrealized 0.0%
IWR ISHARES RUSSELL MIDCAP INDEX 0.0%
Value ($000) $108 Shares 1,123 Est. Cost $96.55 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $107 Shares 89 Est. Cost $122.05 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC. 0.0%
Value ($000) $105 Shares 518 Est. Cost $191.42 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value ($000) $103 Shares 505 Est. Cost $203.22 Unrealized
BW BABCOCK & WILCOX ENTERPR 0.0%
Value ($000) $96 Shares 30,291 Est. Cost $1.77 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL-CL A 0.0%
Value ($000) $90 Shares 2,292 Est. Cost $54.38 Unrealized -17.2%
FISV FISERV INC 0.0%
Value ($000) $90 Shares 696 Est. Cost $162.11 Unrealized -11.6%
DHI DR HORTON INC 0.0%
Value ($000) $89 Shares 527 Est. Cost $156.63 Unrealized 0.0%
IVLU ISHARES TR DEV VAL FACTOR 0.0%
Value ($000) $86 Shares 2,425 Est. Cost $35.48 Unrealized
EA ELECTRONIC ARTS 0.0%
Value ($000) $83 Shares 412 Est. Cost $165.25 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DVD 0.0%
Value ($000) $83 Shares 1,790 Est. Cost $46.24 Unrealized
ESML ISHARES ESG MSCI USA SMALL-C 0.0%
Value ($000) $77 Shares 1,701 Est. Cost $45.08 Unrealized
CWST CASELLA WASTE SYSTEMS INC -A 0.0%
Value ($000) $76 Shares 800 Est. Cost $100.67 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $75 Shares 3,947 Est. Cost $18.18 Unrealized +0.0%
MCFT MASTERCRAFT BOAT HOLDINGS IN 0.0%
Value ($000) $74 Shares 3,471 Est. Cost $20.88 Unrealized 0.0%
IQLT ISHARES MSCI INTERNATIONAL Q 0.0%
Value ($000) $69 Shares 1,569 Est. Cost $44.19 Unrealized
SAP SAP AG-SPONSORED ADR 0.0%
Value ($000) $66 Shares 246 Est. Cost $267.21 Unrealized
NULV NUVEEN ESG LARGE CAP 0.0%
Value ($000) $65 Shares 1,493 Est. Cost $43.83 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $64 Shares 480 Est. Cost $105.52 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT 0.0%
Value ($000) $63 Shares 833 Est. Cost $75.11 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $61 Shares 264 Est. Cost $201.95 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.0%
Value ($000) $61 Shares 121 Est. Cost $484.36 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $57 Shares 748 Est. Cost $70.25 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $57 Shares 208 Est. Cost $285.50 Unrealized 0.0%
COST COSTCO WHOLESALE INC 0.0%
Value ($000) $56 Shares 61 Est. Cost $956.70 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $54 Shares 1,208 Est. Cost $53.77 Unrealized -12.3%
FNDX SCHWAB FENDAMENTAL LARGE CAP 0.0%
Value ($000) $50 Shares 1,915 Est. Cost $26.30 Unrealized
AVSC AMERICAN CENTY ETF TR AVANTIS US SMALL 0.0%
Value ($000) $50 Shares 870 Est. Cost $57.25 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $49 Shares 268 Est. Cost $193.30 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $48 Shares 159 Est. Cost $301.40 Unrealized 0.0%
HEI HEICO CORP 0.0%
Value ($000) $47 Shares 146 Est. Cost $318.25 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $47 Shares 100 Est. Cost $468.41 Unrealized
SCHX SCHWAB US LARGE-CAP ETF 0.0%
Value ($000) $45 Shares 1,693 Est. Cost $24.91 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $44 Shares 284 Est. Cost $154.90 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $42 Shares 69 Est. Cost $563.27 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $42 Shares 55 Est. Cost $742.24 Unrealized 0.0%
IXN ISHARES S&P GLBL TECH SECTOR 0.0%
Value ($000) $39 Shares 381 Est. Cost $103.21 Unrealized
WMT WAL MART STORES 0.0%
Value ($000) $39 Shares 375 Est. Cost $99.23 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $39 Shares 50 Est. Cost $703.03 Unrealized 0.0%
FDM FIRST TRUST DOW J SELECT MIC 0.0%
Value ($000) $38 Shares 500 Est. Cost $75.75 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $37 Shares 266 Est. Cost $140.43 Unrealized 0.0%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $37 Shares 758 Est. Cost $48.68 Unrealized
PAR PAR TECHNOLOGY CORP/DEL 0.0%
Value ($000) $36 Shares 921 Est. Cost $55.23 Unrealized 0.0%
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.0%
Value ($000) $36 Shares 937 Est. Cost $38.69 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $35 Shares 708 Est. Cost $46.94 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY 0.0%
Value ($000) $35 Shares 1,040 Est. Cost $33.37 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $34 Shares 102 Est. Cost $305.74 Unrealized 0.0%
INSP INSPIRE MEDICAL SYSTEMS INC 0.0%
Value ($000) $32 Shares 437 Est. Cost $101.25 Unrealized 0.0%
GOOG ALPHABET INC-CL C 0.0%
Value ($000) $32 Shares 133 Est. Cost $209.93 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $32 Shares 164 Est. Cost $182.11 Unrealized 0.0%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $32 Shares 144 Est. Cost $192.10 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $31 Shares 151 Est. Cost $180.78 Unrealized 0.0%
USMV ISHARES EDGE MSCI MIN VOL US 0.0%
Value ($000) $30 Shares 318 Est. Cost $95.14 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $29 Shares 66 Est. Cost $346.84 Unrealized 0.0%
FPX FIRST TRUST US IPO INDEX FUN 0.0%
Value ($000) $29 Shares 175 Est. Cost $166.16 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $28 Shares 75 Est. Cost $363.27 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $28 Shares 330 Est. Cost $88.37 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $27 Shares 81 Est. Cost $316.55 Unrealized 0.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $25 Shares 169 Est. Cost $164.18 Unrealized 0.0%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $25 Shares 26 Est. Cost $968.08 Unrealized
VEEV VEEVA SYSTEMS INC-CLASS A 0.0%
Value ($000) $24 Shares 80 Est. Cost $281.43 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $23 Shares 210 Est. Cost $104.19 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $21 Shares 77 Est. Cost $270.32 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $21 Shares 155 Est. Cost $130.61 Unrealized 0.0%
IYG ISHARES TR DJ US FINL SVC 0.0%
Value ($000) $19 Shares 213 Est. Cost $89.64 Unrealized
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $19 Shares 655 Est. Cost $28.79 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $19 Shares 39 Est. Cost $470.63 Unrealized 0.0%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $18 Shares 108 Est. Cost $169.47 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $18 Shares 65 Est. Cost $286.59 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $18 Shares 19 Est. Cost $888.48 Unrealized 0.0%
BBVA BANCO BILBO VIZCAYA ARGENTARIA 0.0%
Value ($000) $18 Shares 930 Est. Cost $19.25 Unrealized
VBK VANGUARD SMALL-CAP GRWTH ETF 0.0%
Value ($000) $18 Shares 60 Est. Cost $297.62 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD COR 0.0%
Value ($000) $17 Shares 674 Est. Cost $25.31 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $16 Shares 73 Est. Cost $223.68 Unrealized 0.0%
DAL DELTA AIR LINES INC. 0.0%
Value ($000) $16 Shares 284 Est. Cost $56.83 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $16 Shares 23 Est. Cost $719.44 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $15 Shares 19 Est. Cost $774.22 Unrealized 0.0%
PLD PROLOGIS 0.0%
Value ($000) $14 Shares 120 Est. Cost $108.29 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $14 Shares 40 Est. Cost $313.76 Unrealized 0.0%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $14 Shares 207 Est. Cost $65.85 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 155 Est. Cost $83.31 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $13 Shares 198 Est. Cost $62.30 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $13 Shares 3 Est. Cost $4011.66 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 145 Est. Cost $88.57 Unrealized 0.0%
FIVE FIVE BELOW 0.0%
Value ($000) $12 Shares 79 Est. Cost $141.49 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 23 Est. Cost $561.33 Unrealized 0.0%
FYX FIRST TRUST SMALL CAP CORE A 0.0%
Value ($000) $12 Shares 110 Est. Cost $108.98 Unrealized
ALC ALCON INC 0.0%
Value ($000) $12 Shares 160 Est. Cost $83.45 Unrealized 0.0%
GLOB GLOBANT SA 0.0%
Value ($000) $11 Shares 185 Est. Cost $73.60 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $10 Shares 153 Est. Cost $67.38 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $238.95 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $137.17 Unrealized 0.0%
IMTM ISHARES TR INT DEV MOM FC 0.0%
Value ($000) $9 Shares 198 Est. Cost $47.88 Unrealized
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $9 Shares 145 Est. Cost $65.26 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $9 Shares 170 Est. Cost $57.19 Unrealized 0.0%
COR CENCORA CORP 0.0%
Value ($000) $9 Shares 29 Est. Cost $293.50 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $72.21 Unrealized 0.0%
VRSK VERISK ANALYTICS INC-CLASS A 0.0%
Value ($000) $9 Shares 36 Est. Cost $273.52 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $9 Shares 47 Est. Cost $181.84 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $8 Shares 33 Est. Cost $240.31 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $8 Shares 30 Est. Cost $242.79 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-U 0.0%
Value ($000) $7 Shares 105 Est. Cost $71.37 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEN 0.0%
Value ($000) $7 Shares 135 Est. Cost $52.30 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $7 Shares 33 Est. Cost $198.37 Unrealized 0.0%
GDS GDS HOLDINGS LTD - ADR 0.0%
Value ($000) $7 Shares 168 Est. Cost $38.70 Unrealized
GS GOLDMAN SACHS 0.0%
Value ($000) $6 Shares 8 Est. Cost $734.84 Unrealized 0.0%
IBN ICICI BANK LTD 0.0%
Value ($000) $6 Shares 208 Est. Cost $30.23 Unrealized
CP CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $6 Shares 84 Est. Cost $75.61 Unrealized +0.8%
EEM ISHARES MSCI EMERGING MKT IN 0.0%
Value ($000) $6 Shares 105 Est. Cost $53.40 Unrealized
USFD US FOODS HOLDINGS CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $79.50 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 1 Est. Cost $5563.60 Unrealized 0.0%
WELL WELLTOWER INC. 0.0%
Value ($000) $5 Shares 29 Est. Cost $163.41 Unrealized 0.0%
IJR ISHARES S&P SMALLCAP 600 0.0%
Value ($000) $5 Shares 40 Est. Cost $118.83 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $31.14 Unrealized 0.0%
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.20 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $128.77 Unrealized 0.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $3 Shares 12 Est. Cost $318.77 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $227.43 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $197.00 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $169.06 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM GOV BND 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $2 Shares 14 Est. Cost $178.62 Unrealized 0.0%
XPEV XPENG INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $23.42 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $197.68 Unrealized 0.0%
DUHP DIMENSIONAL ETF TRUST US HIGH PROFITAB 0.0%
Value ($000) $2 Shares 41 Est. Cost $37.78 Unrealized
TKC TURKCELL ILETISIM HIZMET-ADR 0.0%
Value ($000) $2 Shares 250 Est. Cost $6.02 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $168.66 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $105.26 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE 0.0%
Value ($000) $1 Shares 23 Est. Cost $44.70 Unrealized
DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.58 Unrealized
NLOP NET LEASE OFFICE PROPERTY 0.0%
Value ($000) $1 Shares 26 Est. Cost $29.65 Unrealized
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $0 Shares 9 Est. Cost $46.11 Unrealized
DIHP DIMENSIONAL ETF TRUST INTL HIGH PROFIT 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.38 Unrealized
RAL RALLIANT CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.46 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE INX 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.50 Unrealized
SLYV S & P 600 SMALL CAP VALUE 0.0%
Value ($000) $0 Shares 1 Est. Cost $127.00 Unrealized
IVAL ALPHA ARCHITECT ETF TR VLSH INTL QUAN 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.00 Unrealized