Advantage Trust Co Diversified Active

CIK: 0002009346 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $170,013 (100.0% shares, 0.0% debt)

Holdings (190)

JGRO JP Morgan Active Growth ETF 13.5%
Value ($000) $22,930 Shares 282,980 Est. Cost $62.74 Unrealized
VUG Vanguard Growth ETF 11.7%
Value ($000) $19,938 Shares 48,578 Est. Cost $322.70 Unrealized
VO Vanguard Mid-Cap ETF 10.6%
Value ($000) $18,022 Shares 68,231 Est. Cost $234.78 Unrealized
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.8%
Value ($000) $14,960 Shares 417,295 Est. Cost $32.92 Unrealized
VTV Vanguard Value ETF 8.8%
Value ($000) $14,937 Shares 88,230 Est. Cost $154.95 Unrealized
DFAI Dimensional International Core Equity Market ETF 7.1%
Value ($000) $12,103 Shares 414,479 Est. Cost $29.20 Unrealized
VGT Vanguard Information Technology ETF 5.7%
Value ($000) $9,656 Shares 15,529 Est. Cost $487.08 Unrealized
FENI Fidelity Enhanced International ETF 5.3%
Value ($000) $9,048 Shares 328,667 Est. Cost $28.52 Unrealized
AVLV Avantis US Large Cap Value ETF 4.3%
Value ($000) $7,374 Shares 110,446 Est. Cost $66.19 Unrealized
FBCG Fidelity Blue Chip Growth ETF 3.4%
Value ($000) $5,742 Shares 124,131 Est. Cost $44.47 Unrealized
JEMA JP Morgan ActiveBuilders Emerging Markets Equity ETF 3.0%
Value ($000) $5,154 Shares 137,765 Est. Cost $36.39 Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 1.6%
Value ($000) $2,669 Shares 42,058 Est. Cost $53.92 Unrealized
SIXG Defiance Connective Technologies ETF 1.5%
Value ($000) $2,486 Shares 52,170 Est. Cost $35.95 Unrealized
VHT Vanguard Health Care Index Fund ETF 1.2%
Value ($000) $2,110 Shares 8,319 Est. Cost $250.87 Unrealized
IBB iShares Biotechnology ETF 0.7%
Value ($000) $1,237 Shares 9,358 Est. Cost $135.85 Unrealized
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7%
Value ($000) $1,218 Shares 23,955 Est. Cost $46.70 Unrealized
MCD McDonalds Corp 0.6%
Value ($000) $1,032 Shares 3,559 Est. Cost $258.68 Unrealized +12.2%
SECT Main Sector Rotation ETF 0.5%
Value ($000) $921 Shares 16,765 Est. Cost $54.96 Unrealized
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5%
Value ($000) $912 Shares 14,215 Est. Cost $64.13 Unrealized
BRK/B Berkshire Hathaway Inc New 0.5%
Value ($000) $805 Shares 1,777 Est. Cost $350.99 Unrealized +31.5%
WMT WALMART Inc. 0.4%
Value ($000) $747 Shares 8,268 Est. Cost $54.58 Unrealized +57.2%
MSFT Microsoft Corp 0.4%
Value ($000) $732 Shares 1,736 Est. Cost $359.03 Unrealized +17.6%
MTUM iShares MSCI USA Momentum Factor ETF 0.4%
Value ($000) $682 Shares 3,298 Est. Cost $156.89 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.4%
Value ($000) $663 Shares 3,388 Est. Cost $170.40 Unrealized
VV Vanguard Large-Cap Index Fund ETF 0.3%
Value ($000) $552 Shares 2,048 Est. Cost $218.76 Unrealized
LLY Eli Lilly & Co 0.3%
Value ($000) $533 Shares 690 Est. Cost $575.10 Unrealized +42.8%
AAPL Apple Inc 0.3%
Value ($000) $465 Shares 1,855 Est. Cost $182.95 Unrealized +28.2%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $449 Shares 833 Est. Cost $437.64 Unrealized
VDE Vanguard Energy ETF 0.3%
Value ($000) $439 Shares 3,615 Est. Cost $118.12 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $418 Shares 4,645 Est. Cost $89.29 Unrealized
DE Deere & Co 0.2%
Value ($000) $375 Shares 885 Est. Cost $365.14 Unrealized +13.4%
PEP Pepsico Inc 0.2%
Value ($000) $374 Shares 2,457 Est. Cost $153.75 Unrealized +1.8%
GOOG Alphabet, Inc. Class C 0.2%
Value ($000) $331 Shares 1,740 Est. Cost $134.68 Unrealized +30.4%
ABBV Abbvie Inc 0.2%
Value ($000) $304 Shares 1,709 Est. Cost $135.72 Unrealized +30.7%
RTX RTX Corporation 0.2%
Value ($000) $297 Shares 2,563 Est. Cost $75.63 Unrealized +56.4%
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2%
Value ($000) $294 Shares 9,188 Est. Cost $30.41 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $274 Shares 1,142 Est. Cost $224.25 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $239 Shares 660 Est. Cost $251.22 Unrealized +52.0%
NVDA NVIDIA Corp 0.1%
Value ($000) $209 Shares 1,560 Est. Cost $95.45 Unrealized +44.3%
VFH Vanguard Financials ETF 0.1%
Value ($000) $199 Shares 1,689 Est. Cost $107.12 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $198 Shares 1,000 Est. Cost $179.97 Unrealized
VOE Vanguard Mid Cap Value ETF 0.1%
Value ($000) $198 Shares 1,225 Est. Cost $145.01 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $196 Shares 1,178 Est. Cost $106.71 Unrealized +64.8%
ITA iShares U.S. Aerospace & Defense ETF 0.1%
Value ($000) $192 Shares 1,318 Est. Cost $133.73 Unrealized
VPU Vanguard Utilities Index Fund ETF 0.1%
Value ($000) $191 Shares 1,169 Est. Cost $164.22 Unrealized
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $177 Shares 1,143 Est. Cost $143.21 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $174 Shares 600 Est. Cost $283.16 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $170 Shares 1,913 Est. Cost $93.45 Unrealized
IAU iShares Gold Trust ETF 0.1%
Value ($000) $162 Shares 3,272 Est. Cost $39.03 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $158 Shares 5,950 Est. Cost $26.40 Unrealized -4.9%
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $151 Shares 2,500 Est. Cost $52.43 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $142 Shares 981 Est. Cost $144.99 Unrealized +3.2%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $140 Shares 2,475 Est. Cost $47.02 Unrealized +11.8%
AVGO Broadcom Inc 0.1%
Value ($000) $139 Shares 600 Est. Cost $144.85 Unrealized +26.2%
BDX Becton Dickinson 0.1%
Value ($000) $138 Shares 610 Est. Cost $233.45 Unrealized -3.5%
OMC Omnicom Group Inc 0.1%
Value ($000) $138 Shares 1,600 Est. Cost $73.20 Unrealized +29.6%
UNP Union Pacific Corp 0.1%
Value ($000) $134 Shares 586 Est. Cost $209.24 Unrealized +10.0%
PKG Packaging Corp Amer 0.1%
Value ($000) $129 Shares 575 Est. Cost $148.76 Unrealized +50.9%
GOOGL Alphabet, Inc. Class A 0.1%
Value ($000) $129 Shares 680 Est. Cost $133.35 Unrealized +30.6%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $127 Shares 700 Est. Cost $161.31 Unrealized +17.1%
PECO Phillips Edison & Company, Inc. 0.1%
Value ($000) $127 Shares 3,386 Est. Cost $36.48 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $123 Shares 1,227 Est. Cost $60.36 Unrealized +60.4%
SBUX Starbucks Corp 0.1%
Value ($000) $118 Shares 1,290 Est. Cost $92.19 Unrealized +1.9%
META Meta Platforms, Inc 0.1%
Value ($000) $117 Shares 200 Est. Cost $323.40 Unrealized +80.8%
DUK Duke Energy Corp New 0.1%
Value ($000) $115 Shares 1,064 Est. Cost $84.67 Unrealized +28.5%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $115 Shares 600 Est. Cost $173.89 Unrealized
BA Boeing Co 0.1%
Value ($000) $113 Shares 640 Est. Cost $213.87 Unrealized -26.6%
KO Coca Cola Co 0.1%
Value ($000) $107 Shares 1,725 Est. Cost $53.26 Unrealized +18.4%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $103 Shares 406 Est. Cost $255.33 Unrealized
IYR iShares - DJ US Real Estate Index ETF 0.1%
Value ($000) $102 Shares 1,100 Est. Cost $91.41 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $102 Shares 904 Est. Cost $96.07 Unrealized +18.0%
VCR Vanguard Consumer Discretionary ETF 0.1%
Value ($000) $101 Shares 270 Est. Cost $363.49 Unrealized
AMZN Amazon.Com Inc 0.1%
Value ($000) $99 Shares 450 Est. Cost $140.18 Unrealized +45.9%
EVRG Evergy Inc 0.1%
Value ($000) $98 Shares 1,597 Est. Cost $45.92 Unrealized +28.8%
HPQ HP, INC. 0.1%
Value ($000) $98 Shares 3,000 Est. Cost $26.60 Unrealized +28.6%
CVX Chevron Corporation 0.1%
Value ($000) $93 Shares 644 Est. Cost $144.19 Unrealized +0.9%
YUM YUM! Brands Inc 0.1%
Value ($000) $89 Shares 660 Est. Cost $120.09 Unrealized +10.1%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $88 Shares 1,418 Est. Cost $104.02 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $86 Shares 800 Est. Cost $100.70 Unrealized +11.6%
SCHA Schwab Strategic Trust US Small Cap ETF 0.0%
Value ($000) $83 Shares 3,200 Est. Cost $36.55 Unrealized
ENZL iShares MSCI New Zealand ETF 0.0%
Value ($000) $81 Shares 1,800 Est. Cost $48.49 Unrealized
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value ($000) $80 Shares 1,907 Est. Cost $41.97 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $80 Shares 1,350 Est. Cost $47.41 Unrealized +16.8%
AVAV AeroVironment Inc 0.0%
Value ($000) $77 Shares 500 Est. Cost $122.31 Unrealized +60.0%
MPLX MPLX LP 0.0%
Value ($000) $67 Shares 1,400 Est. Cost $36.72 Unrealized
IBM International Business Machines 0.0%
Value ($000) $66 Shares 300 Est. Cost $165.85 Unrealized +30.4%
GILD Gilead Sciences 0.0%
Value ($000) $65 Shares 700 Est. Cost $72.19 Unrealized +20.5%
UPS United Parcel Svc Inc Cl B 0.0%
Value ($000) $63 Shares 500 Est. Cost $120.53 Unrealized +1.5%
PSX Phillips 66 0.0%
Value ($000) $61 Shares 537 Est. Cost $111.04 Unrealized +9.9%
SLV iShares Silver Trust 0.0%
Value ($000) $58 Shares 2,215 Est. Cost $21.78 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $58 Shares 500 Est. Cost $97.38 Unrealized +28.1%
ROK Rockwell Automation Inc 0.0%
Value ($000) $57 Shares 200 Est. Cost $270.11 Unrealized +2.2%
DVN Devon Energy Corp 0.0%
Value ($000) $56 Shares 1,725 Est. Cost $46.61 Unrealized -21.8%
WFC Wells Fargo & Co 0.0%
Value ($000) $56 Shares 800 Est. Cost $41.03 Unrealized +62.5%
STZ Constellation Brands, Inc 0.0%
Value ($000) $55 Shares 250 Est. Cost $227.93 Unrealized +1.5%
VEA Vanguard FTSE Developed Market ETF 0.0%
Value ($000) $55 Shares 1,142 Est. Cost $47.90 Unrealized
MCO Moody's Corp 0.0%
Value ($000) $54 Shares 114 Est. Cost $341.78 Unrealized +38.4%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $54 Shares 1,221 Est. Cost $41.10 Unrealized
LW Lamb Weston Hldgs Inc. 0.0%
Value ($000) $53 Shares 800 Est. Cost $72.60 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $53 Shares 500 Est. Cost $106.02 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $53 Shares 200 Est. Cost $234.24 Unrealized +20.4%
NEE Nextera Energy, Inc. 0.0%
Value ($000) $53 Shares 735 Est. Cost $54.92 Unrealized +36.6%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $52 Shares 237 Est. Cost $200.71 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $34.81 Unrealized +40.3%
HSY Hershey Foods Corp 0.0%
Value ($000) $51 Shares 300 Est. Cost $178.11 Unrealized -2.9%
BAC BankAmerica Corp 0.0%
Value ($000) $49 Shares 1,125 Est. Cost $27.61 Unrealized +55.1%
V Visa, Inc. 0.0%
Value ($000) $47 Shares 150 Est. Cost $242.67 Unrealized +22.9%
HD Home Depot Inc 0.0%
Value ($000) $46 Shares 117 Est. Cost $293.72 Unrealized +35.3%
CL Colgate Palmolive 0.0%
Value ($000) $45 Shares 498 Est. Cost $71.73 Unrealized +29.8%
OGE OGE Energy Corp 0.0%
Value ($000) $43 Shares 1,050 Est. Cost $34.50 Unrealized +20.7%
FDX Fedex Corporation 0.0%
Value ($000) $42 Shares 150 Est. Cost $242.32 Unrealized +12.1%
CHD Church & Dwight Co. Inc. 0.0%
Value ($000) $42 Shares 400 Est. Cost $89.26 Unrealized +16.6%
VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares 0.0%
Value ($000) $42 Shares 838 Est. Cost $49.97 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $41 Shares 170 Est. Cost $191.17 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $36.44 Unrealized -22.4%
MRK Merck & Co Inc New 0.0%
Value ($000) $40 Shares 403 Est. Cost $97.06 Unrealized +1.7%
BX Blackstone Inc. 0.0%
Value ($000) $40 Shares 230 Est. Cost $102.08 Unrealized +65.3%
EFA iShares MSCI EAFE Index ETF 0.0%
Value ($000) $38 Shares 500 Est. Cost $75.35 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $36 Shares 170 Est. Cost $218.48 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $36 Shares 61 Est. Cost $588.67 Unrealized
HACK Amplify Cybersecurity ETF 0.0%
Value ($000) $36 Shares 480 Est. Cost $64.11 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $35 Shares 307 Est. Cost $108.25 Unrealized
TROW T Rowe Price 0.0%
Value ($000) $34 Shares 305 Est. Cost $96.04 Unrealized +13.5%
CEF Sprott Physical Gold and Silver Trust ETF 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $19.15 Unrealized
DIS Disney Walt Company 0.0%
Value ($000) $31 Shares 280 Est. Cost $86.20 Unrealized +20.1%
CTRE CareTrust REIT, Inc. 0.0%
Value ($000) $30 Shares 1,100 Est. Cost $27.05 Unrealized
F Ford Motor Company 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $9.63 Unrealized +2.5%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $26 Shares 260 Est. Cost $101.22 Unrealized
T AT&T Inc 0.0%
Value ($000) $26 Shares 1,155 Est. Cost $14.21 Unrealized +51.3%
SO Southern Co 0.0%
Value ($000) $25 Shares 300 Est. Cost $63.75 Unrealized +32.6%
GEN Gen Digital Inc. 0.0%
Value ($000) $22 Shares 812 Est. Cost $19.02 Unrealized +48.2%
SJM Smucker J M Co 0.0%
Value ($000) $22 Shares 200 Est. Cost $106.81 Unrealized +3.0%
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0%
Value ($000) $22 Shares 189 Est. Cost $116.28 Unrealized
TIP iShares Barclays TIPS Bond Fund 0.0%
Value ($000) $22 Shares 205 Est. Cost $107.49 Unrealized
JPM J P Morgan & Chase Co 0.0%
Value ($000) $22 Shares 90 Est. Cost $144.89 Unrealized +57.4%
EMN Eastman Chemical Co 0.0%
Value ($000) $21 Shares 225 Est. Cost $73.14 Unrealized +33.0%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $18 Shares 31 Est. Cost $475.32 Unrealized
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 0.0%
Value ($000) $17 Shares 672 Est. Cost $25.47 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $17 Shares 99 Est. Cost $146.70 Unrealized +13.0%
CLX Clorox Co 0.0%
Value ($000) $16 Shares 100 Est. Cost $157.37 Unrealized 0.0%
AEP American Electric Power Co 0.0%
Value ($000) $16 Shares 175 Est. Cost $71.72 Unrealized +29.8%
PAYX Paychex, Inc. 0.0%
Value ($000) $16 Shares 115 Est. Cost $111.08 Unrealized +23.6%
RIO Rio Tinto Group 0.0%
Value ($000) $15 Shares 262 Est. Cost $72.25 Unrealized
USB US Bancorp 0.0%
Value ($000) $14 Shares 300 Est. Cost $33.10 Unrealized +40.9%
KMI Kinder Morgan Inc New 0.0%
Value ($000) $14 Shares 500 Est. Cost $15.34 Unrealized +62.2%
DELL Dell Technologies Inc 0.0%
Value ($000) $13 Shares 113 Est. Cost $68.27 Unrealized +80.4%
DEO Diageo PLC ADR 0.0%
Value ($000) $13 Shares 100 Est. Cost $145.66 Unrealized
UNH United Health Group Inc 0.0%
Value ($000) $13 Shares 25 Est. Cost $511.31 Unrealized +8.1%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $10 Shares 199 Est. Cost $52.22 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $9 Shares 75 Est. Cost $88.09 Unrealized +35.1%
COP ConocoPhillips 0.0%
Value ($000) $9 Shares 93 Est. Cost $109.73 Unrealized -6.8%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $9 Shares 156 Est. Cost $59.47 Unrealized
CI Cigna Group 0.0%
Value ($000) $9 Shares 33 Est. Cost $280.77 Unrealized +10.9%
XPH SPDR S&P Pharmaceuticals ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.62 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $8 Shares 360 Est. Cost $15.35 Unrealized +33.1%
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 29 Est. Cost $232.52 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $6 Shares 31 Est. Cost $124.75 Unrealized +52.2%
LOW Lowes Companies Inc 0.0%
Value ($000) $5 Shares 19 Est. Cost $261.54 Unrealized 0.0%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $5 Shares 97 Est. Cost $47.35 Unrealized
CME CME Group Inc 0.0%
Value ($000) $4 Shares 19 Est. Cost $219.66 Unrealized 0.0%
TJX The TJX Companies, Inc. 0.0%
Value ($000) $4 Shares 35 Est. Cost $117.72 Unrealized 0.0%
AZN AstraZeneca PLC 0.0%
Value ($000) $4 Shares 64 Est. Cost $65.52 Unrealized
SMFG Sumitomo Mitsui Financial Group, Inc. 0.0%
Value ($000) $4 Shares 291 Est. Cost $14.31 Unrealized
NVS Novartis A G ADR 0.0%
Value ($000) $4 Shares 36 Est. Cost $97.31 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $3 Shares 60 Est. Cost $56.70 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $159.52 Unrealized 0.0%
PM Philip Morris International, Inc 0.0%
Value ($000) $3 Shares 28 Est. Cost $120.59 Unrealized 0.0%
CCEP Coca-Cola Europacific Partners PLC 0.0%
Value ($000) $3 Shares 43 Est. Cost $74.60 Unrealized 0.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $3 Shares 50 Est. Cost $78.58 Unrealized -12.3%
BCS Barclays PLC ADR 0.0%
Value ($000) $3 Shares 194 Est. Cost $16.06 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $3 Shares 83 Est. Cost $39.99 Unrealized 0.0%
WBD Warner Bros Discovery 0.0%
Value ($000) $3 Shares 279 Est. Cost $10.79 Unrealized -13.9%
TRP TC Energy Corporation 0.0%
Value ($000) $3 Shares 69 Est. Cost $45.56 Unrealized 0.0%
KDP Keurig Dr Pepper Inc. 0.0%
Value ($000) $3 Shares 83 Est. Cost $32.57 Unrealized 0.0%
RPM RPM International Inc. 0.0%
Value ($000) $3 Shares 22 Est. Cost $131.90 Unrealized 0.0%
EOG EOG Resources, Inc. 0.0%
Value ($000) $3 Shares 21 Est. Cost $123.33 Unrealized 0.0%
MDLZ Mondelez International Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $63.61 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $2 Shares 43 Est. Cost $48.23 Unrealized
IX ORIX Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $106.50 Unrealized
SAP SAP AG 0.0%
Value ($000) $2 Shares 20 Est. Cost $77.70 Unrealized
TotalEnergies SE 0.0%
Value ($000) $1 Shares 27 Est. Cost $54.52 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $417.42 Unrealized +26.3%
MDT Medtronic, PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $83.84 Unrealized 0.0%
WMB Williams Companies 0.0%
Value ($000) $1 Shares 70 Est. Cost $51.72 Unrealized 0.0%
GS Goldman Sachs Group, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $544.86 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $216.79 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $1 Shares 39 Est. Cost $57.34 Unrealized 0.0%
IFF International Flavor & Fragrances 0.0%
Value ($000) $1 Shares 27 Est. Cost $91.45 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $120.15 Unrealized 0.0%
SNA Snap-On Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $327.46 Unrealized 0.0%