RICHARDSON FINANCIAL SERVICES INC. Diversified Active

CIK: 0002012303 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $157,383 (100.0% shares, 0.0% debt)

Holdings (600)

VUG Vanguard Growth ETF 4.8%
Value ($000) $7,594 Shares 20,173 Est. Cost $336.58 Unrealized
VTV Vanguard Value ETF 4.8%
Value ($000) $7,552 Shares 46,300 Est. Cost $154.55 Unrealized
SPYM SPDR S&P 500 4.1%
Value ($000) $6,482 Shares 101,288 Est. Cost $55.90 Unrealized
AAPL Apple Inc 3.5%
Value ($000) $5,523 Shares 26,219 Est. Cost $182.71 Unrealized +21.5%
VOO VANGUARD S&P 500 3.1%
Value ($000) $4,808 Shares 9,401 Est. Cost $484.56 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 2.9%
Value ($000) $4,609 Shares 90,138 Est. Cost $50.68 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 2.8%
Value ($000) $4,424 Shares 125,996 Est. Cost $34.36 Unrealized
SPEM SPDR Portfolio Emerging Markets ETF 1.9%
Value ($000) $3,068 Shares 81,253 Est. Cost $35.57 Unrealized
NVDA NVIDIA Corp 1.7%
Value ($000) $2,669 Shares 21,606 Est. Cost $96.09 Unrealized +22.9%
MSFT Microsoft Corp 1.6%
Value ($000) $2,550 Shares 5,706 Est. Cost $351.93 Unrealized +20.2%
HYG ISHARES HIGH YIELD CORP 1.5%
Value ($000) $2,349 Shares 30,450 Est. Cost $77.42 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 1.4%
Value ($000) $2,275 Shares 44,954 Est. Cost $50.19 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.4%
Value ($000) $2,246 Shares 41,894 Est. Cost $50.73 Unrealized
SPY SPDR S&P 500 ETF Trust 1.4%
Value ($000) $2,135 Shares 3,874 Est. Cost $507.51 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 1.2%
Value ($000) $1,841 Shares 7,358 Est. Cost $241.88 Unrealized
IEUR iShares Core MSCI Europe ETF 1.1%
Value ($000) $1,694 Shares 29,723 Est. Cost $55.70 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.1%
Value ($000) $1,667 Shares 36,362 Est. Cost $43.87 Unrealized
AMZN Amazon.com Inc 1.0%
Value ($000) $1,646 Shares 8,520 Est. Cost $142.72 Unrealized +27.8%
GOOGL ALPHABET INC A 1.0%
Value ($000) $1,563 Shares 8,582 Est. Cost $134.16 Unrealized +24.3%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORP ETF 1.0%
Value ($000) $1,503 Shares 35,612 Est. Cost $42.27 Unrealized
IPAC iShares Core MSCI Pacific ETF 0.9%
Value ($000) $1,479 Shares 24,086 Est. Cost $59.57 Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.9%
Value ($000) $1,381 Shares 33,153 Est. Cost $42.16 Unrealized
VB VANGUARD SMALL CAP ETF 0.9%
Value ($000) $1,346 Shares 6,028 Est. Cost $220.48 Unrealized
VTI Vanguard Total Stock Market ETF 0.8%
Value ($000) $1,317 Shares 4,784 Est. Cost $266.28 Unrealized
TFLO iShares Treasury Floating Rate Bond ETF 0.8%
Value ($000) $1,305 Shares 25,760 Est. Cost $50.53 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.8%
Value ($000) $1,220 Shares 6,676 Est. Cost $182.71 Unrealized
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,216 Shares 2,386 Est. Cost $509.20 Unrealized +7.7%
V VISA INC CL A 0.7%
Value ($000) $1,166 Shares 4,444 Est. Cost $245.13 Unrealized +9.2%
CTAS CINTAS CORP 0.7%
Value ($000) $1,140 Shares 1,628 Est. Cost $133.49 Unrealized +43.0%
JNK SPDR Blmbg High Yield Bd ETF 0.7%
Value ($000) $1,131 Shares 11,986 Est. Cost $95.02 Unrealized
BND Vanguard Total Bond Market ETF 0.7%
Value ($000) $1,124 Shares 15,313 Est. Cost $73.15 Unrealized
COST Costco Wholesale Corp 0.7%
Value ($000) $1,103 Shares 1,298 Est. Cost $584.99 Unrealized +47.3%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $1,078 Shares 5,323 Est. Cost $149.89 Unrealized +36.7%
MA Mastercard Inc A 0.7%
Value ($000) $1,078 Shares 2,441 Est. Cost $401.08 Unrealized +15.1%
BNDX Vanguard Total International Bond ETF 0.7%
Value ($000) $1,073 Shares 21,759 Est. Cost $49.27 Unrealized
IUSB ISHARES CORE TOTAL USD BD MKT ETF 0.7%
Value ($000) $1,043 Shares 23,066 Est. Cost $46.02 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,014 Shares 2,945 Est. Cost $297.67 Unrealized +18.5%
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6%
Value ($000) $1,011 Shares 19,674 Est. Cost $48.78 Unrealized
SPTL SPDR Portfolio Long Term Treasury ETF 0.6%
Value ($000) $997 Shares 36,575 Est. Cost $28.36 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $995 Shares 1,791 Est. Cost $576.38 Unrealized -4.8%
XLK TECH SEL SECT SPDR ETF 0.6%
Value ($000) $968 Shares 4,281 Est. Cost $192.48 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.6%
Value ($000) $950 Shares 10,423 Est. Cost $91.15 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.6%
Value ($000) $943 Shares 7,738 Est. Cost $125.92 Unrealized
SNPS SYNOPSYS INC 0.6%
Value ($000) $912 Shares 1,532 Est. Cost $512.21 Unrealized +4.8%
TMUS T-MOBILE US, INC. 0.6%
Value ($000) $879 Shares 4,989 Est. Cost $143.46 Unrealized +30.6%
SRLN SPDR Blackstone Senior Loan ETF 0.6%
Value ($000) $874 Shares 20,920 Est. Cost $41.95 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $874 Shares 1,579 Est. Cost $487.10 Unrealized +20.9%
HYS PIMCO 0-5 YEAR HI YLD CORP BOND IDX 0.5%
Value ($000) $863 Shares 9,307 Est. Cost $93.08 Unrealized
ASML ASML Holding NV 0.5%
Value ($000) $808 Shares 791 Est. Cost $776.76 Unrealized
VXUS Vanguard Total International Stock ETF 0.5%
Value ($000) $804 Shares 12,859 Est. Cost $61.17 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $801 Shares 3,143 Est. Cost $259.56 Unrealized +2.7%
ULST SPDR SSgA Ultra Short Term Bond ETF 0.5%
Value ($000) $782 Shares 19,244 Est. Cost $40.56 Unrealized
EMB ISHARES JPMORGAN USD EMERG MARKETS BOND 0.5%
Value ($000) $763 Shares 8,626 Est. Cost $89.12 Unrealized
VWIAX Vanguard Wellesley Income Admiral 0.5%
Value ($000) $759 Shares 12,194 Est. Cost $61.64 Unrealized
PWR QUANTA SERVICES INC 0.5%
Value ($000) $757 Shares 2,979 Est. Cost $189.38 Unrealized +39.4%
GWX SPDR S&P International Small Cap ETF 0.5%
Value ($000) $736 Shares 23,148 Est. Cost $31.76 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $730 Shares 4,426 Est. Cost $153.93 Unrealized +5.8%
SPAB SPDR Portfolio Aggregate Bond ETF 0.4%
Value ($000) $696 Shares 27,689 Est. Cost $25.61 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $670 Shares 2,038 Est. Cost $220.58 Unrealized +55.5%
DIS WALT DISNEY CO 0.4%
Value ($000) $643 Shares 6,481 Est. Cost $88.90 Unrealized +1.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $643 Shares 9,078 Est. Cost $53.67 Unrealized +39.5%
VNQ Vanguard Real Estate ETF 0.4%
Value ($000) $638 Shares 7,596 Est. Cost $88.19 Unrealized
EOG EOG Resources Inc 0.4%
Value ($000) $624 Shares 4,959 Est. Cost $114.76 Unrealized +4.9%
NXPI NXP SEMICONDUCTORS NV 0.4%
Value ($000) $619 Shares 2,301 Est. Cost $195.11 Unrealized +25.1%
TOTL SPDR DOUBLELINE TOTAL RETURN TACT 0.4%
Value ($000) $617 Shares 15,533 Est. Cost $40.25 Unrealized
USMV iShares MSCI USA Min Vol Factor ETF 0.4%
Value ($000) $607 Shares 7,185 Est. Cost $78.46 Unrealized
BUD ANHEUSER BUSCH INBEV 0.4%
Value ($000) $603 Shares 10,374 Est. Cost $64.31 Unrealized
WMT WALMART INC 0.4%
Value ($000) $596 Shares 8,808 Est. Cost $54.43 Unrealized +33.2%
IJH ISHARES CORE S&P MID CAP ETF 0.4%
Value ($000) $588 Shares 10,045 Est. Cost $103.56 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $586 Shares 1,877 Est. Cost $260.21 Unrealized +20.3%
BIL SPDR Blmbg 1-3 Mth T-Bill ETF 0.4%
Value ($000) $584 Shares 6,360 Est. Cost $91.02 Unrealized
AWK AMER WATER WORKS COMPANY 0.4%
Value ($000) $575 Shares 4,450 Est. Cost $119.67 Unrealized +14.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $571 Shares 4,961 Est. Cost $100.59 Unrealized +9.4%
VSS VANGUARD FTSE ALL-WLD EX-U.S.SMCP 0.4%
Value ($000) $555 Shares 4,719 Est. Cost $115.13 Unrealized
LIN Linde plc 0.3%
Value ($000) $519 Shares 1,182 Est. Cost $392.59 Unrealized +14.1%
HYD VANECK ETF TRUST HIGH YIELD MUNI 0.3%
Value ($000) $501 Shares 9,681 Est. Cost $51.73 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $501 Shares 4,550 Est. Cost $87.27 Unrealized +29.2%
PH PARKER HANNIFIN CORP 0.3%
Value ($000) $498 Shares 984 Est. Cost $424.82 Unrealized +31.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.3%
Value ($000) $497 Shares 1,583 Est. Cost $260.50 Unrealized
VXF Vanguard Extended Market ETF 0.3%
Value ($000) $495 Shares 2,850 Est. Cost $171.02 Unrealized
AMT AMERICAN TOWER CORPORATION 0.3%
Value ($000) $483 Shares 2,487 Est. Cost $179.48 Unrealized +17.4%
BBCA JPMORGAN BETA BLDRS CANADA 0.3%
Value ($000) $479 Shares 7,372 Est. Cost $64.15 Unrealized
BRK/B Berkshire Hathaway Inc B 0.3%
Value ($000) $477 Shares 1,165 Est. Cost $354.91 Unrealized +24.6%
ZTS Zoetis Inc 0.3%
Value ($000) $473 Shares 2,731 Est. Cost $173.83 Unrealized +4.3%
GLD SPDR Gold Shares 0.3%
Value ($000) $463 Shares 2,143 Est. Cost $192.01 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.3%
Value ($000) $458 Shares 6,300 Est. Cost $70.35 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.3%
Value ($000) $453 Shares 966 Est. Cost $389.94 Unrealized +23.2%
CRM Salesforce Inc 0.3%
Value ($000) $448 Shares 1,742 Est. Cost $233.39 Unrealized +8.8%
PANW Palo Alto Networks Inc 0.3%
Value ($000) $439 Shares 1,294 Est. Cost $137.59 Unrealized +22.3%
TSLA TESLA INC 0.3%
Value ($000) $434 Shares 2,190 Est. Cost $224.48 Unrealized +1.6%
NOC Northrop Grumman Corp 0.3%
Value ($000) $431 Shares 987 Est. Cost $451.52 Unrealized +5.9%
NVO Novo Nordisk A/S 0.3%
Value ($000) $429 Shares 3,012 Est. Cost $126.75 Unrealized
SPTI SPDR Portfolio Intmdt Term Trs ETF 0.3%
Value ($000) $425 Shares 15,173 Est. Cost $28.55 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $424 Shares 950 Est. Cost $391.50 Unrealized +25.1%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $420 Shares 745 Est. Cost $508.04 Unrealized +7.2%
AVGO BROADCOM INC 0.3%
Value ($000) $415 Shares 2,507 Est. Cost $136.50 Unrealized +15.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $413 Shares 1,800 Est. Cost $227.27 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $411 Shares 738 Est. Cost $528.45 Unrealized
TFI SPDR Nuveen Blmbg Muni Bd ETF 0.3%
Value ($000) $394 Shares 8,591 Est. Cost $46.91 Unrealized
EBND SPDR Blmbg Em Mkts Lcl Bd ETF 0.3%
Value ($000) $394 Shares 19,751 Est. Cost $21.16 Unrealized
BSV Vanguard Short-Term Bond ETF 0.2%
Value ($000) $388 Shares 4,994 Est. Cost $77.24 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $385 Shares 3,318 Est. Cost $96.55 Unrealized +16.3%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF 0.2%
Value ($000) $384 Shares 6,363 Est. Cost $58.20 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $383 Shares 2,456 Est. Cost $139.27 Unrealized +0.5%
CME CME GROUP INC CL A 0.2%
Value ($000) $382 Shares 1,943 Est. Cost $194.93 Unrealized +0.8%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $379 Shares 3,074 Est. Cost $115.52 Unrealized
VALSX Value Line Select Growth Fund 0.2%
Value ($000) $357 Shares 9,342 Est. Cost $37.59 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $357 Shares 1,110 Est. Cost $254.34 Unrealized +42.4%
MGV VANGUARD MEGA CAP VALUE ETF 0.2%
Value ($000) $352 Shares 2,969 Est. Cost $110.41 Unrealized
BBUS JPMORGAN BETABUILDERS US EQY ETF 0.2%
Value ($000) $347 Shares 3,540 Est. Cost $85.89 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $347 Shares 2,309 Est. Cost $145.42 Unrealized
NTBIX Navigator Tactical Fixed Income I 0.2%
Value ($000) $342 Shares 34,503 Est. Cost $9.89 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $339 Shares 12,120 Est. Cost $26.40 Unrealized +1.1%
META META PLATFORMS INC A 0.2%
Value ($000) $319 Shares 632 Est. Cost $469.70 Unrealized +9.0%
FITB Fifth Third Bancorp 0.2%
Value ($000) $314 Shares 8,474 Est. Cost $27.67 Unrealized +39.5%
PG Procter & Gamble Co 0.2%
Value ($000) $312 Shares 1,877 Est. Cost $145.86 Unrealized +12.6%
SPDR GOLD MINISHARES 0.2%
Value ($000) $303 Shares 6,573 Est. Cost $46.09 Unrealized
BIV Vanguard Interm-Term Bond ETF 0.2%
Value ($000) $301 Shares 3,931 Est. Cost $76.04 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $301 Shares 2,175 Est. Cost $133.60 Unrealized +4.7%
VMBS Vanguard Mortgage-Backed Secs ETF 0.2%
Value ($000) $293 Shares 6,360 Est. Cost $45.97 Unrealized
BBIN JPMORGAN BETA BUILDERS INTL 0.2%
Value ($000) $271 Shares 4,595 Est. Cost $57.03 Unrealized
DUK Duke Energy Corp 0.2%
Value ($000) $269 Shares 2,668 Est. Cost $85.03 Unrealized +24.6%
USHY ISHARES BROAD USD HIGH YIELD CORP BOND 0.2%
Value ($000) $264 Shares 7,282 Est. Cost $36.35 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE 0.2%
Value ($000) $258 Shares 6,362 Est. Cost $42.49 Unrealized
VYMI Vanguard Intl Hi Div Yld Idx ETF 0.2%
Value ($000) $252 Shares 3,556 Est. Cost $65.46 Unrealized
IP INTL PAPER COMPANY 0.2%
Value ($000) $252 Shares 5,840 Est. Cost $32.12 Unrealized +37.6%
WMB WILLIAMS CO., INC. 0.2%
Value ($000) $251 Shares 5,900 Est. Cost $32.19 Unrealized +29.7%
T AT&T INC 0.2%
Value ($000) $251 Shares 13,109 Est. Cost $14.28 Unrealized +31.5%
TIPX SPDR Blmbg 1-10 Year TIPS ETF 0.2%
Value ($000) $247 Shares 13,331 Est. Cost $18.58 Unrealized
VZ VERIZON COMMUNICATIONS, INC. 0.2%
Value ($000) $242 Shares 5,863 Est. Cost $31.14 Unrealized +23.3%
PM Philip Morris International Inc 0.1%
Value ($000) $236 Shares 2,319 Est. Cost $84.20 Unrealized +30.4%
USB U S BANCORP DE NEW 0.1%
Value ($000) $231 Shares 5,771 Est. Cost $33.95 Unrealized +21.1%
MBB ISHARES BARCLAYS MBS FIXED-RATE BOND 0.1%
Value ($000) $230 Shares 2,501 Est. Cost $93.32 Unrealized
AEP AMER ELEC PWR CO INC 0.1%
Value ($000) $230 Shares 2,624 Est. Cost $71.88 Unrealized +29.4%
SHM SPDR Nuveen Blmbg ST MunBd ETF 0.1%
Value ($000) $226 Shares 4,765 Est. Cost $47.69 Unrealized
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1%
Value ($000) $225 Shares 3,226 Est. Cost $69.73 Unrealized
FTSL FIRST TRUST SENIOR LOAN 0.1%
Value ($000) $221 Shares 4,841 Est. Cost $46.07 Unrealized
EMHC SPDR Bloomberg EM USD Bd ETF 0.1%
Value ($000) $221 Shares 9,268 Est. Cost $24.16 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $221 Shares 2,063 Est. Cost $45.49 Unrealized +24.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $220 Shares 4,835 Est. Cost $34.87 Unrealized +30.6%
XLSR SPDR SSGA US Sector Rotation ETF 0.1%
Value ($000) $218 Shares 4,243 Est. Cost $50.60 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $217 Shares 1,840 Est. Cost $96.89 Unrealized +29.1%
KO COCA COLA COMPANY 0.1%
Value ($000) $217 Shares 3,404 Est. Cost $53.42 Unrealized +22.9%
ABBV AbbVie Inc 0.1%
Value ($000) $216 Shares 1,256 Est. Cost $136.63 Unrealized +30.8%
LQD iShares iBoxx $ Invmt Grade Corp Bd ETF 0.1%
Value ($000) $207 Shares 1,935 Est. Cost $110.64 Unrealized
PZA INVESCO NATIONAL AMT FREE MUNI BOND 0.1%
Value ($000) $206 Shares 8,661 Est. Cost $24.03 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.1%
Value ($000) $205 Shares 1,694 Est. Cost $116.29 Unrealized
IBM INTL BUSINESS MACHS CORP 0.1%
Value ($000) $201 Shares 1,160 Est. Cost $142.85 Unrealized +32.3%
KLAC KLA Corp 0.1%
Value ($000) $197 Shares 239 Est. Cost $578.49 Unrealized +34.0%
TBCIX T. Rowe Price Blue Chip Growth I 0.1%
Value ($000) $194 Shares 1,022 Est. Cost $180.73 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $194 Shares 2,025 Est. Cost $80.21 Unrealized +6.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $190 Shares 406 Est. Cost $417.40 Unrealized +23.7%
BLV Vanguard Long-Term Bond ETF 0.1%
Value ($000) $187 Shares 2,566 Est. Cost $72.75 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $186 Shares 5,150 Est. Cost $25.22 Unrealized +52.3%
FE FIRSTENERGY CORP 0.1%
Value ($000) $183 Shares 4,785 Est. Cost $33.24 Unrealized +19.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $182 Shares 1,635 Est. Cost $95.47 Unrealized +20.3%
MRK MERCK & COMPANY INC 0.1%
Value ($000) $177 Shares 1,431 Est. Cost $98.87 Unrealized +14.3%
SRE SEMPRA 0.1%
Value ($000) $176 Shares 2,320 Est. Cost $66.77 Unrealized +14.4%
PEG PUBLIC SERVICE ENTER GROUP, INC. 0.1%
Value ($000) $175 Shares 2,380 Est. Cost $57.32 Unrealized +33.2%
FISR SPDR SSGA Fixed Inc Sect Rotation ETF 0.1%
Value ($000) $173 Shares 6,648 Est. Cost $24.95 Unrealized
CSX CSX Corp 0.1%
Value ($000) $173 Shares 5,178 Est. Cost $32.58 Unrealized +1.9%
SCHP SCHWAB U.S. TIPS 0.1%
Value ($000) $172 Shares 3,305 Est. Cost $52.19 Unrealized
SPIB SPDR Portfolio Interm Term Corp Bd ETF 0.1%
Value ($000) $166 Shares 5,029 Est. Cost $31.20 Unrealized
PLD PROLOGIS, INC. 0.1%
Value ($000) $165 Shares 1,471 Est. Cost $105.99 Unrealized +11.4%
EWC iShares MSCI Canada ETF 0.1%
Value ($000) $163 Shares 4,362 Est. Cost $36.75 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $162 Shares 5,638 Est. Cost $24.11 Unrealized +27.4%
MET METLIFE INC 0.1%
Value ($000) $162 Shares 2,301 Est. Cost $59.02 Unrealized +21.8%
BBHY JPM BETABUILDERS USD ETF 0.1%
Value ($000) $161 Shares 3,514 Est. Cost $45.88 Unrealized
TSBIX Nuveen Core Impact Bond R6 0.1%
Value ($000) $160 Shares 17,739 Est. Cost $8.97 Unrealized
COLTX Columbia Tax-Exempt A 0.1%
Value ($000) $157 Shares 13,095 Est. Cost $11.92 Unrealized
EWL iShares MSCI Switzerland ETF 0.1%
Value ($000) $153 Shares 3,135 Est. Cost $48.35 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $153 Shares 3,120 Est. Cost $40.35 Unrealized +26.8%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $149 Shares 623 Est. Cost $222.04 Unrealized +14.2%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $147 Shares 1,376 Est. Cost $108.04 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $146 Shares 2,315 Est. Cost $59.57 Unrealized +10.2%
IGLB ISHARES 10 YR INV BOND 0.1%
Value ($000) $142 Shares 2,837 Est. Cost $52.70 Unrealized
C CITIGROUP INC NEW 0.1%
Value ($000) $142 Shares 2,235 Est. Cost $41.93 Unrealized +41.7%
JUST Goldman Sachs JUST US Large Cap Eq ETF 0.1%
Value ($000) $140 Shares 1,746 Est. Cost $77.70 Unrealized
EEMA ISHARES MSCI EMERGING MARKETS AS ETF 0.1%
Value ($000) $140 Shares 1,927 Est. Cost $68.11 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $139 Shares 408 Est. Cost $275.92 Unrealized +23.4%
PRILX Parnassus Core Equity Institutional 0.1%
Value ($000) $138 Shares 2,171 Est. Cost $62.27 Unrealized
WEC WEC ENERGY GRP, INC. 0.1%
Value ($000) $137 Shares 1,743 Est. Cost $76.13 Unrealized +11.1%
F FORD MOTOR CO 0.1%
Value ($000) $135 Shares 10,790 Est. Cost $9.65 Unrealized +8.1%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $132 Shares 2,320 Est. Cost $52.04 Unrealized +15.9%
NFLX Netflix Inc 0.1%
Value ($000) $130 Shares 193 Est. Cost $56.40 Unrealized +18.6%
FNF FNF GROUP 0.1%
Value ($000) $127 Shares 2,575 Est. Cost $39.28 Unrealized +31.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $122 Shares 3,081 Est. Cost $32.15 Unrealized +20.6%
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $120 Shares 494 Est. Cost $232.64 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $119 Shares 2,519 Est. Cost $49.08 Unrealized -13.0%
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $119 Shares 5,925 Est. Cost $15.35 Unrealized +34.3%
INTERPUBLIC GROUP 0.1%
Value ($000) $115 Shares 3,945 Est. Cost $27.79 Unrealized +4.4%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $114 Shares 628 Est. Cost $180.62 Unrealized
TLH ISHARES BARCLAYS 10-20 YEAR TREAS BD 0.1%
Value ($000) $114 Shares 1,111 Est. Cost $107.17 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $112 Shares 1,430 Est. Cost $67.84 Unrealized +12.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $111 Shares 805 Est. Cost $128.82 Unrealized +3.1%
GOVT ISHARES US TREASURY BOND 0.1%
Value ($000) $109 Shares 4,837 Est. Cost $23.04 Unrealized
WSO WATSCO INC A 0.1%
Value ($000) $104 Shares 225 Est. Cost $388.32 Unrealized +23.8%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $104 Shares 2,050 Est. Cost $49.71 Unrealized -1.1%
BIIB BIOGEN INC 0.1%
Value ($000) $101 Shares 437 Est. Cost $245.62 Unrealized -14.8%
RWR SPDR DOW JONES REIT 0.1%
Value ($000) $100 Shares 1,076 Est. Cost $95.27 Unrealized
NNN NNN REIT INC 0.1%
Value ($000) $100 Shares 2,345 Est. Cost $43.08 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $98 Shares 264 Est. Cost $353.50 Unrealized
RWX SPDR DOW JONES INT'L REAL ESTATE 0.1%
Value ($000) $96 Shares 4,001 Est. Cost $27.07 Unrealized
ABNB Airbnb Inc 0.1%
Value ($000) $95 Shares 629 Est. Cost $152.01 Unrealized -14.7%
EQR Equity Residential 0.1%
Value ($000) $93 Shares 1,300 Est. Cost $62.15 Unrealized +9.5%
AMD ADVANCED MICRO DEVICES 0.1%
Value ($000) $92 Shares 565 Est. Cost $168.84 Unrealized -10.0%
UNM UNUM GROUP 0.1%
Value ($000) $91 Shares 1,775 Est. Cost $45.69 Unrealized +18.8%
ADI Analog Devices Inc 0.1%
Value ($000) $88 Shares 387 Est. Cost $172.22 Unrealized +27.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $88 Shares 745 Est. Cost $111.08 Unrealized +9.7%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $87 Shares 1,141 Est. Cost $51.72 Unrealized +31.3%
CB CHUBB LTD 0.1%
Value ($000) $86 Shares 336 Est. Cost $213.74 Unrealized +26.7%
NKE Nike Inc B 0.1%
Value ($000) $85 Shares 1,125 Est. Cost $102.62 Unrealized -25.9%
WEN THE WENDY'S COMPANY 0.1%
Value ($000) $84 Shares 4,925 Est. Cost $19.23 Unrealized -11.5%
SPMO INVSC S P 500 MOMENTUM ETF 0.1%
Value ($000) $83 Shares 946 Est. Cost $81.75 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $82 Shares 356 Est. Cost $235.38 Unrealized -1.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $82 Shares 384 Est. Cost $178.78 Unrealized
HPQ HP INC 0.1%
Value ($000) $82 Shares 2,350 Est. Cost $25.84 Unrealized +28.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $82 Shares 1,026 Est. Cost $80.13 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $80 Shares 3,600 Est. Cost $22.31 Unrealized -11.6%
HRB H&R BLOCK INC 0.1%
Value ($000) $80 Shares 1,476 Est. Cost $43.44 Unrealized +31.6%
JNJ Johnson & Johnson 0.0%
Value ($000) $78 Shares 530 Est. Cost $144.62 Unrealized +5.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $78 Shares 495 Est. Cost $129.36 Unrealized +7.7%
EDWARDS LIFESCIENCES 0.0%
Value ($000) $78 Shares 840 Est. Cost $92.37 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $76 Shares 1,561 Est. Cost $47.67 Unrealized -1.9%
PFPMX Parnassus Mid Cap Institutional 0.0%
Value ($000) $76 Shares 1,880 Est. Cost $40.56 Unrealized
VCIT VANGUARD INTERM-TM CORP BD IDX 0.0%
Value ($000) $75 Shares 943 Est. Cost $81.20 Unrealized
BGRN iShares USD Green Bond ETF 0.0%
Value ($000) $73 Shares 1,548 Est. Cost $47.18 Unrealized
FMISX Franklin MA Tax-Free Income A1 0.0%
Value ($000) $71 Shares 6,622 Est. Cost $10.64 Unrealized
XPO XPO Inc 0.0%
Value ($000) $69 Shares 654 Est. Cost $107.33 Unrealized +4.3%
USIG ISHARES BROAD USD INVEST GRADE BD 0.0%
Value ($000) $69 Shares 1,378 Est. Cost $51.23 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $69 Shares 354 Est. Cost $163.75 Unrealized
TSM TAIWAN SEMICON MFG CO 0.0%
Value ($000) $69 Shares 395 Est. Cost $112.69 Unrealized
ICAFX American Funds Invmt Co of Amer F2 0.0%
Value ($000) $69 Shares 1,162 Est. Cost $55.28 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $69 Shares 395 Est. Cost $141.98 Unrealized +15.5%
AXP AMERN EXPRESS CO 0.0%
Value ($000) $65 Shares 282 Est. Cost $158.30 Unrealized +54.9%
CRANX CCM Community Impact Bond Institutional 0.0%
Value ($000) $65 Shares 6,897 Est. Cost $9.40 Unrealized
GOOG Alphabet Inc C 0.0%
Value ($000) $65 Shares 360 Est. Cost $141.73 Unrealized +18.7%
STX SEAGATE TECH HLDGS PLC 0.0%
Value ($000) $65 Shares 630 Est. Cost $72.39 Unrealized +36.7%
AMAT Applied Materials Inc 0.0%
Value ($000) $65 Shares 275 Est. Cost $147.81 Unrealized +36.9%
PDBC INV OPTIMUM YLD K1 ETF 0.0%
Value ($000) $65 Shares 4,592 Est. Cost $13.38 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $64 Shares 71 Est. Cost $597.30 Unrealized +49.1%
PXNIX Impax International Sust Econ Instl 0.0%
Value ($000) $64 Shares 5,807 Est. Cost $10.74 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $63 Shares 880 Est. Cost $65.18 Unrealized +14.5%
SCIEX Hartford Schroders International Stk I 0.0%
Value ($000) $63 Shares 3,415 Est. Cost $17.92 Unrealized
AJG ARTHUR J GALLAGHER 0.0%
Value ($000) $61 Shares 235 Est. Cost $234.36 Unrealized +18.9%
PNR PENTAIR PLC 0.0%
Value ($000) $60 Shares 789 Est. Cost $63.11 Unrealized +33.8%
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $60 Shares 135 Est. Cost $380.89 Unrealized +22.2%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $59 Shares 995 Est. Cost $41.03 Unrealized +33.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $59 Shares 575 Est. Cost $116.26 Unrealized -13.5%
PHM PULTEGROUP INC 0.0%
Value ($000) $59 Shares 533 Est. Cost $83.60 Unrealized +50.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $58 Shares 751 Est. Cost $65.86 Unrealized +23.9%
MRSH Marsh & Mclennan Companies Inc 0.0%
Value ($000) $58 Shares 275 Est. Cost $197.94 Unrealized +9.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $57 Shares 125 Est. Cost $333.87 Unrealized +42.3%
AFL AFLAC INC 0.0%
Value ($000) $57 Shares 633 Est. Cost $76.99 Unrealized +28.3%
WPC W.P. Carey Inc 0.0%
Value ($000) $54 Shares 926 Est. Cost $57.56 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND 0.0%
Value ($000) $53 Shares 2,105 Est. Cost $25.14 Unrealized
DVY ISHARES DOW JONES SELECT DIVIDEND 0.0%
Value ($000) $51 Shares 419 Est. Cost $117.22 Unrealized
PLDIX PIMCO Low Duration ESG Institutional 0.0%
Value ($000) $51 Shares 5,580 Est. Cost $9.03 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $50 Shares 562 Est. Cost $78.96 Unrealized +15.7%
BLACKROCK INC 0.0%
Value ($000) $50 Shares 64 Est. Cost $810.53 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $50 Shares 354 Est. Cost $113.45 Unrealized +24.0%
GE GE Aerospace 0.0%
Value ($000) $50 Shares 310 Est. Cost $131.87 Unrealized +27.3%
WGIFX American Funds Capital World Gr&Inc F2 0.0%
Value ($000) $50 Shares 738 Est. Cost $63.95 Unrealized
CRH CRH PLC 0.0%
Value ($000) $49 Shares 656 Est. Cost $58.12 Unrealized +42.5%
DHR Danaher Corp 0.0%
Value ($000) $49 Shares 194 Est. Cost $213.51 Unrealized +22.9%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $48 Shares 480 Est. Cost $85.67 Unrealized +22.1%
CLX CLOROX COMPANY 0.0%
Value ($000) $48 Shares 355 Est. Cost $124.04 Unrealized +13.8%
REEIX RBC Emerging Markets Equity I 0.0%
Value ($000) $48 Shares 3,379 Est. Cost $13.49 Unrealized
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $46 Shares 1,599 Est. Cost $29.04 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $44 Shares 144 Est. Cost $312.96 Unrealized +3.1%
FTV FORTIVE CORP 0.0%
Value ($000) $43 Shares 580 Est. Cost $52.24 Unrealized +4.6%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $43 Shares 211 Est. Cost $207.32 Unrealized
XLV The Health Care Select Sector SPDR ETF 0.0%
Value ($000) $43 Shares 284 Est. Cost $148.81 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $42 Shares 1,076 Est. Cost $40.04 Unrealized -5.7%
BKLN INVESCO SENIOR LOAN 0.0%
Value ($000) $42 Shares 1,977 Est. Cost $21.18 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $41 Shares 210 Est. Cost $154.05 Unrealized +25.3%
GSK GSK PLC NEW 0.0%
Value ($000) $41 Shares 1,068 Est. Cost $37.06 Unrealized
FNB F N B Corp 0.0%
Value ($000) $41 Shares 2,946 Est. Cost $13.15 Unrealized +3.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $41 Shares 1,112 Est. Cost $32.42 Unrealized +9.6%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $40 Shares 398 Est. Cost $77.71 Unrealized +27.3%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $39 Shares 144 Est. Cost $272.03 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $39 Shares 403 Est. Cost $77.63 Unrealized +24.8%
MCK MCKESSON CORP 0.0%
Value ($000) $39 Shares 66 Est. Cost $450.30 Unrealized +22.9%
BAM BROOKFIELD ASSET MNGMT CL A 0.0%
Value ($000) $37 Shares 960 Est. Cost $37.40 Unrealized +7.2%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND 0.0%
Value ($000) $36 Shares 1,685 Est. Cost $21.71 Unrealized
CHKP CHECK POINT SFTWARE TECH 0.0%
Value ($000) $36 Shares 219 Est. Cost $141.27 Unrealized +29.6%
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $36 Shares 303 Est. Cost $118.39 Unrealized
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 1,235 Est. Cost $29.10 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $35 Shares 119 Est. Cost $243.23 Unrealized +17.8%
SMFG SUMITOMO MITSUI FINANCIAL GROUP 0.0%
Value ($000) $34 Shares 2,556 Est. Cost $11.80 Unrealized
WMFFX American Funds Washington Mutual F2 0.0%
Value ($000) $34 Shares 541 Est. Cost $61.00 Unrealized
CAIFX American Funds Capital Income Bldr F2 0.0%
Value ($000) $34 Shares 475 Est. Cost $63.93 Unrealized
AMBFX American Funds American Balanced F2 0.0%
Value ($000) $34 Shares 950 Est. Cost $32.77 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $34 Shares 304 Est. Cost $104.46 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $34 Shares 156 Est. Cost $200.67 Unrealized +3.0%
AIZ ASSURANT INC 0.0%
Value ($000) $33 Shares 201 Est. Cost $166.37 Unrealized +7.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $33 Shares 91 Est. Cost $208.84 Unrealized +80.3%
BWX SPDR BARCLAYS INT'L TREAS BOND 0.0%
Value ($000) $33 Shares 1,546 Est. Cost $23.12 Unrealized
ICLR Icon PLC 0.0%
Value ($000) $33 Shares 105 Est. Cost $266.39 Unrealized +18.4%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $32 Shares 1,175 Est. Cost $19.63 Unrealized +31.1%
PDD PDD HOLDINGS ADS 0.0%
Value ($000) $32 Shares 239 Est. Cost $132.53 Unrealized
PXSIX Impax Small Cap Institutional 0.0%
Value ($000) $31 Shares 1,819 Est. Cost $17.26 Unrealized
BBVA BANCO BILBAO VIZCAYA ADR 0.0%
Value ($000) $31 Shares 3,055 Est. Cost $11.25 Unrealized
FHN FIRST HORIZON CORP 0.0%
Value ($000) $30 Shares 1,925 Est. Cost $11.17 Unrealized +36.0%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $30 Shares 190 Est. Cost $159.18 Unrealized
NVS NOVARTIS AG SPON ADR 0.0%
Value ($000) $30 Shares 283 Est. Cost $106.46 Unrealized
SNOW SNOWFLAKE INC A 0.0%
Value ($000) $29 Shares 214 Est. Cost $169.08 Unrealized -27.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $29 Shares 621 Est. Cost $30.24 Unrealized +51.1%
IJT ISHARES S&P SMALL CAP 600/BARRA GROWTH 0.0%
Value ($000) $29 Shares 224 Est. Cost $125.14 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $29 Shares 166 Est. Cost $170.55 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $28 Shares 735 Est. Cost $39.04 Unrealized +18.7%
MDLZ Mondelez International Inc Class A 0.0%
Value ($000) $28 Shares 400 Est. Cost $68.04 Unrealized -1.3%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $28 Shares 724 Est. Cost $33.25 Unrealized +11.6%
BBY BEST BUY CO., INC. 0.0%
Value ($000) $27 Shares 320 Est. Cost $71.85 Unrealized +16.8%
WTW WILLIS TOWERS WATSON PUB 0.0%
Value ($000) $26 Shares 101 Est. Cost $256.94 Unrealized +7.0%
SPLB SPDR PORTFOLIO LONG TERM CORP BD 0.0%
Value ($000) $26 Shares 1,173 Est. Cost $20.14 Unrealized
NICE NICE Ltd 0.0%
Value ($000) $26 Shares 153 Est. Cost $258.30 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $26 Shares 96 Est. Cost $269.10 Unrealized -3.6%
SMCFX American Funds SMALLCAP World F2 0.0%
Value ($000) $26 Shares 364 Est. Cost $66.21 Unrealized
Cohen & Steers Tot Ret Realty 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.11 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $24 Shares 400 Est. Cost $55.08 Unrealized
GFFFX American Funds Growth Fund of Amer F2 0.0%
Value ($000) $24 Shares 316 Est. Cost $72.52 Unrealized
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $24 Shares 75 Est. Cost $235.50 Unrealized +43.4%
IGSB iShares 1-5 Year invmt Grd Corp Bd ETF 0.0%
Value ($000) $24 Shares 457 Est. Cost $31.89 Unrealized
NGG NATL GRID ADR NEW 2017 0.0%
Value ($000) $24 Shares 416 Est. Cost $68.22 Unrealized
FN FABRINET 0.0%
Value ($000) $24 Shares 96 Est. Cost $212.12 Unrealized +9.1%
PFF iShares Preferred&Income Securities ETF 0.0%
Value ($000) $23 Shares 726 Est. Cost $34.28 Unrealized
LOGI LOGITECH INTL SA 0.0%
Value ($000) $23 Shares 239 Est. Cost $86.70 Unrealized -0.3%
IEF iShares 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $23 Shares 241 Est. Cost $95.32 Unrealized
TM TOYOTA MOTOR ADR REP 10 CORP 0.0%
Value ($000) $23 Shares 111 Est. Cost $183.38 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $22 Shares 230 Est. Cost $90.81 Unrealized +12.3%
WM WASTE MANAGEMENT, INC. 0.0%
Value ($000) $22 Shares 105 Est. Cost $162.45 Unrealized +25.8%
RY ROYAL BANK CDA MONTREAL 0.0%
Value ($000) $22 Shares 210 Est. Cost $102.84 Unrealized +11.6%
CCEP COCA-COLA EUROPAC PRTNRS 0.0%
Value ($000) $22 Shares 306 Est. Cost $57.34 Unrealized +28.0%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $22 Shares 178 Est. Cost $102.90 Unrealized +38.1%
XIFR NEXTERA ENERGY PARTNERS 0.0%
Value ($000) $22 Shares 790 Est. Cost $25.48 Unrealized +1.8%
IJS ISHARES S&P SMALL CAP 600/BARRA VALUE 0.0%
Value ($000) $22 Shares 224 Est. Cost $103.07 Unrealized
INTC Intel Corp 0.0%
Value ($000) $22 Shares 800 Est. Cost $32.80 Unrealized -24.1%
OC OWENS CORNING INC NEW 0.0%
Value ($000) $21 Shares 123 Est. Cost $144.38 Unrealized +16.6%
FMC FMC CORP NEW 0.0%
Value ($000) $21 Shares 370 Est. Cost $55.10 Unrealized +3.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $21 Shares 91 Est. Cost $236.50 Unrealized -3.8%
EG EVEREST GROUP LTD 0.0%
Value ($000) $21 Shares 55 Est. Cost $374.24 Unrealized -0.3%
PAGS PAGSEGURO DIGITAL LTD A 0.0%
Value ($000) $21 Shares 1,780 Est. Cost $12.23 Unrealized -5.5%
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $21 Shares 205 Est. Cost $72.47 Unrealized +47.7%
JIRE JPMORGAN INTERN RESRCH ENH EQT ETF 0.0%
Value ($000) $20 Shares 320 Est. Cost $58.95 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $20 Shares 375 Est. Cost $51.36 Unrealized +10.2%
HE Hawaiian Electric Industries Inc 0.0%
Value ($000) $20 Shares 2,100 Est. Cost $12.55 Unrealized -1.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $19 Shares 63 Est. Cost $337.43 Unrealized -21.4%
FPEI First Trust Instl Pref Secs and Inc ETF 0.0%
Value ($000) $19 Shares 1,006 Est. Cost $18.36 Unrealized
SFM SPROUTS FARMERS MARKET, INC. 0.0%
Value ($000) $18 Shares 221 Est. Cost $43.75 Unrealized +118.0%
SPG SIMON PPTY GRP INC NEW 0.0%
Value ($000) $18 Shares 120 Est. Cost $108.32 Unrealized +36.3%
AFRYX Invesco Floating Rate ESG Y 0.0%
Value ($000) $18 Shares 2,686 Est. Cost $6.76 Unrealized
BIDU BAIDU INC A SPON ADR 0.0%
Value ($000) $18 Shares 209 Est. Cost $105.28 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $18 Shares 410 Est. Cost $39.81 Unrealized +4.0%
TICRX Nuveen Large Cap Responsible Eq A 0.0%
Value ($000) $18 Shares 692 Est. Cost $25.22 Unrealized
ARCC ARES CAPITAL CORP BDC 0.0%
Value ($000) $17 Shares 835 Est. Cost $15.96 Unrealized +14.3%
TMHC TAYLOR MORRISON HOME A 0.0%
Value ($000) $17 Shares 308 Est. Cost $55.97 Unrealized +14.5%
AGVGX American Funds Global Insight F-2 0.0%
Value ($000) $17 Shares 706 Est. Cost $23.33 Unrealized
MIAYX American Funds Multi-Sector Income Fund;F2 0.0%
Value ($000) $17 Shares 1,751 Est. Cost $8.60 Unrealized
BAB Invesco Taxable Municipal Bond ETF 0.0%
Value ($000) $16 Shares 605 Est. Cost $26.93 Unrealized
ANBFX American Funds Strategic Bond F-2 0.0%
Value ($000) $16 Shares 1,781 Est. Cost $7.90 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $16 Shares 335 Est. Cost $48.05 Unrealized
ABNFX American Funds Bond Fund of Amer F2 0.0%
Value ($000) $16 Shares 1,420 Est. Cost $10.69 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $16 Shares 281 Est. Cost $50.44 Unrealized +2.5%
LXP Industrial Trust 0.0%
Value ($000) $16 Shares 1,680 Est. Cost $9.30 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $16 Shares 135 Est. Cost $72.29 Unrealized +64.4%
CBT CABOT CORP 0.0%
Value ($000) $15 Shares 163 Est. Cost $75.84 Unrealized +27.5%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $15 Shares 62 Est. Cost $184.43 Unrealized +34.3%
CRC CALIFORNIA RES CORP PAR$ 0.0%
Value ($000) $15 Shares 278 Est. Cost $48.79 Unrealized -1.1%
LNTH LANTHEUS HOLDINGS INC 0.0%
Value ($000) $15 Shares 184 Est. Cost $67.12 Unrealized +54.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $15 Shares 133 Est. Cost $88.09 Unrealized +19.3%
VERINT SYSTEMS INC 0.0%
Value ($000) $15 Shares 452 Est. Cost $32.66 Unrealized
NTES NETEASE INC SPON ADR 0.0%
Value ($000) $15 Shares 152 Est. Cost $94.64 Unrealized
CLOI VanEck CLO ETF 0.0%
Value ($000) $14 Shares 266 Est. Cost $53.04 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $14 Shares 406 Est. Cost $32.77 Unrealized +10.3%
MR COOPER GROUP INC 0.0%
Value ($000) $14 Shares 168 Est. Cost $69.25 Unrealized
HALO HALOZYME THERAPEUTICS 0.0%
Value ($000) $14 Shares 260 Est. Cost $43.86 Unrealized +30.7%
CR CRANE CO NEW 0.0%
Value ($000) $13 Shares 91 Est. Cost $99.57 Unrealized +50.2%
GTES GATES INDUSTRIAL CORP PLC 0.0%
Value ($000) $13 Shares 833 Est. Cost $16.96 Unrealized +0.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $13 Shares 95 Est. Cost $118.80 Unrealized +13.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $13 Shares 220 Est. Cost $52.28 Unrealized +20.6%
ALSN ALLISON TRANSMISSION HOLDINGS 0.0%
Value ($000) $13 Shares 171 Est. Cost $57.71 Unrealized +46.3%
BPOP POPULAR INC NEW 0.0%
Value ($000) $13 Shares 146 Est. Cost $71.60 Unrealized +30.8%
EXP EAGLE MATERIALS INC 0.0%
Value ($000) $13 Shares 59 Est. Cost $174.12 Unrealized +42.7%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $13 Shares 93 Est. Cost $125.63 Unrealized +14.4%
PBR PETROLEO BRASIL PETRO 0.0%
Value ($000) $13 Shares 872 Est. Cost $15.01 Unrealized
WTFC WINTRUST FINANCIAL CORP 0.0%
Value ($000) $13 Shares 128 Est. Cost $89.00 Unrealized +17.2%
SPHY SPDR PORTFOLIO HIGH YIELD BND ETF 0.0%
Value ($000) $13 Shares 541 Est. Cost $23.45 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $12 Shares 9 Est. Cost $1066.45 Unrealized +8.1%
Invesco Municipal Trust 0.0%
Value ($000) $12 Shares 1,190 Est. Cost $9.91 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $12 Shares 922 Est. Cost $17.76 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.91 Unrealized
HURN HURON CONSULTING GRP INC 0.0%
Value ($000) $12 Shares 119 Est. Cost $98.03 Unrealized +8.2%
PFXF VanEck Pref Secs ex Fincls ETF 0.0%
Value ($000) $12 Shares 650 Est. Cost $17.74 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $12 Shares 162 Est. Cost $56.50 Unrealized +26.1%
MELI MercadoLibre Inc 0.0%
Value ($000) $11 Shares 6 Est. Cost $1749.95 Unrealized +7.6%
WALGREEN BOOTS ALLIANCE 0.0%
Value ($000) $11 Shares 910 Est. Cost $16.31 Unrealized
IMXI INTERNATIONAL MONEY EXPRESS INC 0.0%
Value ($000) $11 Shares 515 Est. Cost $19.86 Unrealized -3.9%
SHY iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $10 Shares 128 Est. Cost $81.79 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC 0.0%
Value ($000) $10 Shares 243 Est. Cost $46.32 Unrealized -5.3%
SLM SLM CORP 0.0%
Value ($000) $10 Shares 461 Est. Cost $15.10 Unrealized +42.7%
CW CURTISS WRIGHT CORP DE 0.0%
Value ($000) $9 Shares 35 Est. Cost $208.11 Unrealized +41.7%
GEF GREIF INC A 0.0%
Value ($000) $9 Shares 165 Est. Cost $59.47 Unrealized -1.9%
FISV FISERV INC 0.0%
Value ($000) $9 Shares 63 Est. Cost $122.71 Unrealized +34.4%
IGIB iShares 5-10 Year invmt Grd Corp Bd ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $51.60 Unrealized
VCTR VICTORY CAPITAL HOLDINGS CL A INC 0.0%
Value ($000) $9 Shares 193 Est. Cost $32.39 Unrealized +52.8%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $9 Shares 40 Est. Cost $205.74 Unrealized +4.9%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $9 Shares 115 Est. Cost $72.63 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $9 Shares 336 Est. Cost $25.58 Unrealized -8.0%
BP BP PLC ADR 0.0%
Value ($000) $9 Shares 262 Est. Cost $35.53 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $463.40 Unrealized +12.4%
COP ConocoPhillips 0.0%
Value ($000) $9 Shares 75 Est. Cost $113.94 Unrealized -7.8%
ARISTA NETWORKS INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $235.50 Unrealized
MGPI MGP INGREDIENTS INC NEW 0.0%
Value ($000) $8 Shares 113 Est. Cost $96.08 Unrealized -14.0%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $8 Shares 275 Est. Cost $27.48 Unrealized +12.9%
PXINX Impax International Sust Econ Inv 0.0%
Value ($000) $8 Shares 724 Est. Cost $11.00 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $233.46 Unrealized +14.9%
VNT VONTIER CORP 0.0%
Value ($000) $8 Shares 209 Est. Cost $32.54 Unrealized +9.2%
BANF BANCFIRST CORP 0.0%
Value ($000) $8 Shares 91 Est. Cost $84.37 Unrealized +17.4%
ABT Abbott Laboratories 0.0%
Value ($000) $8 Shares 73 Est. Cost $102.34 Unrealized +4.6%
BURCA Burnham Holdings Inc 0.0%
Value ($000) $8 Shares 600 Est. Cost $11.63 Unrealized +3.7%
FHI FEDERATED HERMES INC 0.0%
Value ($000) $8 Shares 240 Est. Cost $29.99 Unrealized +8.9%
CNM CORE & MAIN INC A 0.0%
Value ($000) $8 Shares 160 Est. Cost $33.84 Unrealized +41.5%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $8 Shares 46 Est. Cost $168.03 Unrealized +15.7%
PRDO PERDOCEO EDUCATION CORP 0.0%
Value ($000) $8 Shares 365 Est. Cost $16.85 Unrealized +30.0%
NMRK NEWMARK GROUP INC A 0.0%
Value ($000) $8 Shares 758 Est. Cost $10.04 Unrealized +27.8%
GOLF ACUSHNET HOLDINGS CORP 0.0%
Value ($000) $8 Shares 122 Est. Cost $59.11 Unrealized +11.6%
TGNA TEGNA INC 0.0%
Value ($000) $8 Shares 555 Est. Cost $14.11 Unrealized +3.5%
REYN REYNOLDS CONSUMER PRODUCTS 0.0%
Value ($000) $8 Shares 276 Est. Cost $26.60 Unrealized +4.8%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $8 Shares 113 Est. Cost $67.73 Unrealized
EVTC Evertec Inc 0.0%
Value ($000) $8 Shares 229 Est. Cost $36.39 Unrealized -9.0%
BKH BLACK HILLS CORP 0.0%
Value ($000) $8 Shares 140 Est. Cost $47.73 Unrealized +14.0%
ATKR ATKORE INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $139.05 Unrealized -24.3%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $7 Shares 215 Est. Cost $35.89 Unrealized -15.5%
CENCORA INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $225.31 Unrealized
SUMMIT MATLS INC A 0.0%
Value ($000) $7 Shares 195 Est. Cost $38.46 Unrealized
EPRT ESSENTIAL PROPERTIES REALTY TRUS 0.0%
Value ($000) $7 Shares 252 Est. Cost $25.56 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $7 Shares 203 Est. Cost $29.56 Unrealized +29.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $118.34 Unrealized +44.6%
CRATX CCM Community Impact Bond Retail 0.0%
Value ($000) $7 Shares 719 Est. Cost $9.40 Unrealized
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $7 Shares 92 Est. Cost $61.74 Unrealized +11.0%
WEX WEX INC 0.0%
Value ($000) $7 Shares 37 Est. Cost $181.34 Unrealized +2.8%
MAA MID AMERICA APT COMMUNITI REIT 0.0%
Value ($000) $6 Shares 45 Est. Cost $116.80 Unrealized +23.9%
NOW ServiceNow Inc 0.0%
Value ($000) $6 Shares 8 Est. Cost $153.12 Unrealized +7.4%
AMWD AMERICAN WOODMARK CORP 0.0%
Value ($000) $6 Shares 80 Est. Cost $94.21 Unrealized -4.5%
SNA SNAP ON INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $254.93 Unrealized +4.2%
SAFRY Safran SA 0.0%
Value ($000) $6 Shares 112 Est. Cost $60.78 Unrealized
DHI DR HORTON INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $120.55 Unrealized +43.7%
IR Ingersoll Rand Inc 0.0%
Value ($000) $6 Shares 61 Est. Cost $92.40 Unrealized +0.5%
PBF PBF ENERGY INC A 0.0%
Value ($000) $6 Shares 126 Est. Cost $51.20 Unrealized -29.0%
PLAB PHOTRONICS INC 0.0%
Value ($000) $5 Shares 220 Est. Cost $22.24 Unrealized +8.8%
ACLS AXCELIS TECHNOLOGIES, INC. 0.0%
Value ($000) $5 Shares 37 Est. Cost $137.83 Unrealized -15.1%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $1017.44 Unrealized +8.8%
London Stock Exchange Group PLC 0.0%
Value ($000) $5 Shares 156 Est. Cost $31.42 Unrealized
BBMC JPMORGAN BETA BUILDERS US MID CAP 0.0%
Value ($000) $5 Shares 57 Est. Cost $84.94 Unrealized
IDEXY Industria De Diseno Textil SA 0.0%
Value ($000) $5 Shares 182 Est. Cost $26.23 Unrealized
CION CION INVT CORP NEW 0.0%
Value ($000) $5 Shares 399 Est. Cost $7.64 Unrealized +26.8%
SAP SAP SE ADR 0.0%
Value ($000) $5 Shares 22 Est. Cost $232.71 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $5 Shares 88 Est. Cost $51.66 Unrealized +0.5%
LRLCY L'Oreal SA 0.0%
Value ($000) $5 Shares 52 Est. Cost $99.69 Unrealized
FLOT ISHARES FLOATING RATE NOTE FUND 0.0%
Value ($000) $4 Shares 87 Est. Cost $50.65 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $4 Shares 132 Est. Cost $32.31 Unrealized -1.5%
URI United Rentals Inc 0.0%
Value ($000) $4 Shares 6 Est. Cost $670.95 Unrealized +5.9%
AAGIY AIA Group Ltd 0.0%
Value ($000) $4 Shares 134 Est. Cost $28.99 Unrealized
SHECY Shin-Etsu Chemical Co Ltd 0.0%
Value ($000) $4 Shares 206 Est. Cost $23.33 Unrealized
TotalEnergies SE 0.0%
Value ($000) $4 Shares 62 Est. Cost $67.24 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $4 Shares 5 Est. Cost $758.09 Unrealized +4.8%
RCL Royal Caribbean Group 0.0%
Value ($000) $4 Shares 24 Est. Cost $144.13 Unrealized +10.5%
TAP MOLSON COORS BEVRG CO B 0.0%
Value ($000) $4 Shares 79 Est. Cost $54.56 Unrealized -6.7%
BLD TopBuild Corp 0.0%
Value ($000) $4 Shares 10 Est. Cost $397.24 Unrealized +1.5%
MBUU MALIBU BOATS INC CL A 0.0%
Value ($000) $4 Shares 111 Est. Cost $47.95 Unrealized -24.9%
AMADY Amadeus IT Group SA 0.0%
Value ($000) $4 Shares 54 Est. Cost $66.84 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.73 Unrealized -0.5%
RTX RTX CORP 0.0%
Value ($000) $3 Shares 30 Est. Cost $98.95 Unrealized +12.3%
EADSY Airbus Group Se 0.0%
Value ($000) $3 Shares 88 Est. Cost $44.97 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $152.18 Unrealized +8.5%
FDX FedEx Corp 0.0%
Value ($000) $3 Shares 10 Est. Cost $260.51 Unrealized +8.0%
ABBNY ABB Ltd 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.89 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $74.03 Unrealized -6.7%
VEEV VEEVA SYSTEMS, INC. 0.0%
Value ($000) $3 Shares 15 Est. Cost $188.42 Unrealized +4.9%
HEI/A Heico Corp 0.0%
Value ($000) $3 Shares 14 Est. Cost $168.50 Unrealized +12.3%
ALNY Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.59 Unrealized +21.9%
ADSK Autodesk Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $252.52 Unrealized -0.3%
FLUT Flutter Entertainment PLC 0.0%
Value ($000) $3 Shares 12 Est. Cost $199.99 Unrealized +3.8%
BURL Burlington Stores Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $231.42 Unrealized +11.8%
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.90 Unrealized +8.4%
ESLOY Essilorluxottica 0.0%
Value ($000) $2 Shares 22 Est. Cost $113.41 Unrealized
FND Floor & Decor Holdings Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $108.75 Unrealized -4.4%
NSRGY Nestle SA ADR 0.0%
Value ($000) $2 Shares 24 Est. Cost $104.34 Unrealized
Dayforce Inc 0.0%
Value ($000) $2 Shares 44 Est. Cost $61.68 Unrealized -10.7%
AIQUY Air Liquide SA 0.0%
Value ($000) $2 Shares 66 Est. Cost $38.85 Unrealized
FJTSY Fujitsu Ltd 0.0%
Value ($000) $2 Shares 132 Est. Cost $17.32 Unrealized
TOELY Tokyo Electron Ltd 0.0%
Value ($000) $2 Shares 24 Est. Cost $87.50 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $189.45 Unrealized +18.9%
AME AMETEK Inc 0.0%
Value ($000) $2 Shares 14 Est. Cost $167.72 Unrealized -1.4%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $2 Shares 58 Est. Cost $40.38 Unrealized -7.1%
ENGIY Engie American Depositary Receipts Sponsored 0.0%
Value ($000) $2 Shares 148 Est. Cost $16.31 Unrealized
DANOY Danone SA 0.0%
Value ($000) $2 Shares 172 Est. Cost $14.40 Unrealized
CHTR Charter Communications Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $332.08 Unrealized +1.3%
IQV Iqvia Hldgs Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $234.49 Unrealized +0.7%
TGRNX Nuveen Green Bond R6 0.0%
Value ($000) $2 Shares 241 Est. Cost $9.09 Unrealized
PODD Insulet Corp 0.0%
Value ($000) $2 Shares 10 Est. Cost $195.92 Unrealized +4.8%
CMPGY Compass Group Plc American Depositary Shares 0.0%
Value ($000) $2 Shares 72 Est. Cost $36.69 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $86.56 Unrealized -3.4%
SXYAY Sika AG 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.74 Unrealized
DASH DoorDash Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $119.23 Unrealized +1.7%
HOCPY Hoya Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost $126.09 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $545.42 Unrealized -2.2%
SBGSY Schneider Electric SE 0.0%
Value ($000) $2 Shares 40 Est. Cost $47.88 Unrealized
HON Honeywell International Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $184.46 Unrealized +2.1%
GFL GFL Environmental Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $37.06 Unrealized +7.7%
TRP TC Energy Corpcom 0.0%
Value ($000) $2 Shares 44 Est. Cost $38.80 Unrealized +6.5%
MNST Monster Beverage Corp 0.0%
Value ($000) $2 Shares 36 Est. Cost $53.51 Unrealized -7.4%
KYCCF Keyence Corp 0.0%
Value ($000) $2 Shares 4 Est. Cost $456.43 Unrealized -0.2%
RACE Ferrari NV 0.0%
Value ($000) $2 Shares 4 Est. Cost $417.91 Unrealized +7.3%
ATLKY Atlas Copco AB 0.0%
Value ($000) $2 Shares 88 Est. Cost $18.03 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 60 Est. Cost $25.72 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $129.06 Unrealized +0.2%
DNBBY DNB BK ASA SPONSORED ADR 0.0%
Value ($000) $2 Shares 80 Est. Cost $20.06 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $2 Shares 61 Est. Cost $17.09 Unrealized +42.7%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.78 Unrealized -5.4%
DSNKY Daiichi Sankyo Co Ltd 0.0%
Value ($000) $2 Shares 46 Est. Cost $32.77 Unrealized
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $153.84 Unrealized -1.4%
LVMUY Lvmh Moet Hennessy Louis Vuitton SE 0.0%
Value ($000) $2 Shares 10 Est. Cost $167.25 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $2 Shares 24 Est. Cost $59.70 Unrealized
TGOPY 3i Group PLC 0.0%
Value ($000) $2 Shares 72 Est. Cost $20.37 Unrealized
ADDYY adidas AG 0.0%
Value ($000) $2 Shares 12 Est. Cost $119.13 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $96.65 Unrealized -15.0%
KGSPY Kingspan Group PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $90.84 Unrealized
AES The AES Corp 0.0%
Value ($000) $1 Shares 74 Est. Cost $16.97 Unrealized -3.1%
CABGY Carlsberg A/S 0.0%
Value ($000) $1 Shares 58 Est. Cost $29.92 Unrealized
EXPGY Experian PLC 0.0%
Value ($000) $1 Shares 28 Est. Cost $45.42 Unrealized
KVUE KENVUE ORD 0.0%
Value ($000) $1 Shares 66 Est. Cost $19.24 Unrealized +2.1%
TKOMY Tokio Marine Holdings Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $34.27 Unrealized
GXYYY Galaxy Entertainment Group Ltd 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.02 Unrealized
LZAGY Lonza Group Ltd 0.0%
Value ($000) $1 Shares 22 Est. Cost $56.70 Unrealized
ITUB Itau Unibanco Holding SA 0.0%
Value ($000) $1 Shares 206 Est. Cost $6.59 Unrealized
DKILY Daikin Industries Ltd 0.0%
Value ($000) $1 Shares 92 Est. Cost $13.80 Unrealized
RYCEY Rolls-Royce Holdings PLC 0.0%
Value ($000) $1 Shares 194 Est. Cost $6.30 Unrealized
AON Aon PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $315.21 Unrealized +2.9%
OXY OCCIDENTAL PETRO CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.02 Unrealized -10.7%
PPRUY Kering SA 0.0%
Value ($000) $1 Shares 38 Est. Cost $36.04 Unrealized
IBN ICICI Bank Ltd 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.07 Unrealized
IFNNY Infineon Technologies AG 0.0%
Value ($000) $1 Shares 34 Est. Cost $35.00 Unrealized
THLLY Thales 0.0%
Value ($000) $1 Shares 38 Est. Cost $32.96 Unrealized
TCOM Trip.com Group Ltd 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.11 Unrealized
VCISY Vinci SA 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.01 Unrealized
EPAM EPAM Systems Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $247.32 Unrealized -19.0%
CP Canadian Pacific Kansas City Limited 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.15 Unrealized -0.9%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $86.47 Unrealized
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $252.41 Unrealized -10.7%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $167.50 Unrealized 0.0%
ONC BeiGene Ltd 0.0%
Value ($000) $1 Shares 6 Est. Cost $170.00 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $114.42 Unrealized -20.3%
ODFL Old Dominion Freight Line Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $206.08 Unrealized -6.5%
AFRM Affirm Holdings Inc 0.0%
Value ($000) $1 Shares 31 Est. Cost $37.52 Unrealized -11.6%
GMAB Genmab A/S 0.0%
Value ($000) $1 Shares 42 Est. Cost $27.33 Unrealized
MOH Molina Healthcare Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $329.96 Unrealized 0.0%
ITOCY ITOCHU Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $94.30 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.15 Unrealized 0.0%
NRILY Nomura Research Institute Ltd 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.43 Unrealized
GDDY GoDaddy Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $111.25 Unrealized +37.4%
HYDB ISHARES HIGH YIELD SYS BND ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $46.73 Unrealized
HLN HALEON ADR REP 2 ORD 0.0%
Value ($000) $1 Shares 102 Est. Cost $8.96 Unrealized
PXSCX Impax Small Cap Investor 0.0%
Value ($000) $1 Shares 56 Est. Cost $16.93 Unrealized
DBSDY DBS Group Holdings Ltd 0.0%
Value ($000) $1 Shares 8 Est. Cost $118.00 Unrealized
BMRRY B&M European Value Retail SA 0.0%
Value ($000) $1 Shares 42 Est. Cost $24.92 Unrealized
BAESY BAE Systems PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $67.93 Unrealized
SMECF SMC Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $497.28 Unrealized -10.4%
SAIA Saia Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $473.51 Unrealized -10.6%
DRI Darden Restaurants Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $156.66 Unrealized -7.1%
CELH Celsius Holdings Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $58.79 Unrealized -28.6%
DG Dollar General Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $121.27 Unrealized -12.5%
AMX America Movil SAB de CV 0.0%
Value ($000) $1 Shares 47 Est. Cost $18.66 Unrealized
LSRCY LASERTEC ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.24 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.56 Unrealized 0.0%
OWL BLUE OWL CAPITAL CL A ORD 0.0%
Value ($000) $1 Shares 39 Est. Cost $17.86 Unrealized 0.0%
APO Apollo Global Management Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $113.27 Unrealized 0.0%
EVVTY Evolution AB 0.0%
Value ($000) $1 Shares 7 Est. Cost $124.57 Unrealized
DSDVY DSV AS 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.60 Unrealized
ATEYY Advantest Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.33 Unrealized
SDZNY SANDOZ GROUP ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.63 Unrealized
SYIEY Symrise AG 0.0%
Value ($000) $1 Shares 19 Est. Cost $34.47 Unrealized
YETI YETI Holdings Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.28 Unrealized -7.2%
DASTY Dassault Systemes SA ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $44.25 Unrealized
CGEMY Capgemini SE 0.0%
Value ($000) $1 Shares 15 Est. Cost $46.13 Unrealized
CHGCY Chugai Pharmaceutical Co Ltd 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.04 Unrealized
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $52.50 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $118.85 Unrealized -27.4%
SMCAY SMC Corp 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.17 Unrealized
Ashtead Group PLC 0.0%
Value ($000) $1 Shares 2 Est. Cost $581.00 Unrealized
RELX Relx Plc American Depositary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $47.45 Unrealized
LQDH ISHARES RATE HEDGED CORP BOND 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.00 Unrealized
SHV ISHARES BARCLAYS SHORT TREASURY BOND 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.13 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.38 Unrealized +17.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $8.69 Unrealized +24.5%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.33 Unrealized +60.0%
REZI RESIDEO TECHNOLOGIES, INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.37 Unrealized +21.2%
INVESCO VAN KAMPEN OHIO 0.0%
Value ($000) $0 Shares 132,510 Est. Cost $0.00 Unrealized
Flutter Entmt Plc Unsponsored Ads 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized