Triad Wealth Partners, LLC Quant / Systematic

CIK: 0002012717 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $775,479 (100.0% shares, 0.0% debt)

Holdings (366)

FBND FIDELITY MERRIMACK STR TR 4.7%
Value ($000) $36,322 Shares 785,511 Est. Cost $45.79 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 4.2%
Value ($000) $32,734 Shares 979,487 Est. Cost $33.31 Unrealized
DYNF BLACKROCK ETF TRUST 3.4%
Value ($000) $26,342 Shares 444,973 Est. Cost $54.29 Unrealized
IVW ISHARES TR 3.3%
Value ($000) $25,457 Shares 210,875 Est. Cost $102.08 Unrealized
IVE ISHARES TR 3.1%
Value ($000) $23,652 Shares 114,533 Est. Cost $196.17 Unrealized
QUAL ISHARES TR 2.9%
Value ($000) $22,781 Shares 117,127 Est. Cost $179.94 Unrealized
VOO VANGUARD INDEX FDS 2.9%
Value ($000) $22,652 Shares 36,990 Est. Cost $529.79 Unrealized
XISE FIRST TR EXCHNG TRADED FD VI 2.7%
Value ($000) $21,172 Shares 700,492 Est. Cost $30.22 Unrealized
MGC VANGUARD WORLD FD 2.3%
Value ($000) $18,202 Shares 74,572 Est. Cost $231.05 Unrealized
IEMG ISHARES INC 2.2%
Value ($000) $17,342 Shares 263,071 Est. Cost $59.89 Unrealized
EFV ISHARES TR 2.0%
Value ($000) $15,131 Shares 223,069 Est. Cost $58.22 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $14,092 Shares 55,344 Est. Cost $214.33 Unrealized +5.2%
MSFT MICROSOFT CORP 1.8%
Value ($000) $13,962 Shares 26,956 Est. Cost $430.96 Unrealized +18.0%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $13,727 Shares 73,571 Est. Cost $137.78 Unrealized +26.5%
TLH ISHARES TR 1.7%
Value ($000) $12,873 Shares 124,995 Est. Cost $102.88 Unrealized
MBB ISHARES TR 1.5%
Value ($000) $11,848 Shares 124,519 Est. Cost $94.17 Unrealized
GOVT ISHARES TR 1.5%
Value ($000) $11,656 Shares 504,156 Est. Cost $23.10 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $10,553 Shares 221,935 Est. Cost $46.88 Unrealized
BAI BLACKROCK ETF TRUST 1.3%
Value ($000) $10,034 Shares 293,733 Est. Cost $31.75 Unrealized
THRO BLACKROCK ETF TRUST 1.3%
Value ($000) $9,726 Shares 256,889 Est. Cost $36.11 Unrealized
IAU ISHARES GOLD TR 1.2%
Value ($000) $9,520 Shares 130,830 Est. Cost $62.41 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $9,251 Shares 42,134 Est. Cost $202.07 Unrealized +12.0%
AVGO BROADCOM INC 1.2%
Value ($000) $9,040 Shares 27,402 Est. Cost $239.56 Unrealized +27.6%
BINC BLACKROCK ETF TRUST II 1.1%
Value ($000) $8,841 Shares 166,064 Est. Cost $52.75 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.1%
Value ($000) $8,733 Shares 176,569 Est. Cost $49.50 Unrealized
SPYM SPDR SERIES TRUST 1.1%
Value ($000) $8,591 Shares 109,669 Est. Cost $65.18 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.1%
Value ($000) $8,310 Shares 215,443 Est. Cost $35.87 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $8,021 Shares 12,040 Est. Cost $660.59 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $7,790 Shares 16,242 Est. Cost $472.31 Unrealized
RSMV LISTED FDS TR 0.9%
Value ($000) $6,990 Shares 262,465 Est. Cost $24.77 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $6,670 Shares 55,100 Est. Cost $101.42 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $6,640 Shares 110,814 Est. Cost $54.13 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $6,097 Shares 261,895 Est. Cost $26.94 Unrealized
BND VANGUARD BD INDEX FDS 0.7%
Value ($000) $5,348 Shares 71,917 Est. Cost $73.00 Unrealized
SHLD GLOBAL X FDS 0.7%
Value ($000) $5,163 Shares 73,503 Est. Cost $70.24 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $5,012 Shares 14,333 Est. Cost $339.89 Unrealized +2.0%
META META PLATFORMS INC 0.6%
Value ($000) $4,449 Shares 6,058 Est. Cost $632.45 Unrealized +17.5%
PJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,355 Shares 95,509 Est. Cost $43.69 Unrealized
PAPR INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,315 Shares 112,484 Est. Cost $37.48 Unrealized
POCT INNOVATOR ETFS TRUST 0.5%
Value ($000) $4,113 Shares 95,427 Est. Cost $41.39 Unrealized
PJAN INNOVATOR ETFS TRUST 0.5%
Value ($000) $4,109 Shares 89,731 Est. Cost $44.09 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $4,074 Shares 53,969 Est. Cost $72.36 Unrealized -0.2%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,070 Shares 36,100 Est. Cost $109.20 Unrealized +0.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $3,998 Shares 81,071 Est. Cost $49.10 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $3,953 Shares 6,584 Est. Cost $572.31 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $3,884 Shares 15,977 Est. Cost $184.17 Unrealized +13.6%
QLTA ISHARES TR 0.5%
Value ($000) $3,867 Shares 79,776 Est. Cost $47.72 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,785 Shares 24,375 Est. Cost $150.68 Unrealized +1.1%
MUB ISHARES TR 0.5%
Value ($000) $3,510 Shares 32,957 Est. Cost $106.44 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $3,374 Shares 5,042 Est. Cost $620.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,332 Shares 6,628 Est. Cost $490.31 Unrealized -1.2%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $3,261 Shares 10,338 Est. Cost $238.07 Unrealized +24.3%
JGRO J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,192 Shares 34,051 Est. Cost $85.33 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $2,994 Shares 59,131 Est. Cost $50.31 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,971 Shares 12,199 Est. Cost $188.73 Unrealized +11.2%
HYDB ISHARES TR 0.4%
Value ($000) $2,815 Shares 58,829 Est. Cost $46.81 Unrealized
BFRZ INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,799 Shares 105,482 Est. Cost $26.25 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,783 Shares 40,351 Est. Cost $65.09 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,766 Shares 2,988 Est. Cost $952.29 Unrealized +0.5%
JPIE J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,749 Shares 59,235 Est. Cost $45.96 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $2,731 Shares 27,239 Est. Cost $97.42 Unrealized
BALT INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,692 Shares 82,013 Est. Cost $32.34 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $2,305 Shares 25,916 Est. Cost $77.85 Unrealized
OKLO OKLO INC 0.3%
Value ($000) $2,267 Shares 20,311 Est. Cost $39.27 Unrealized +99.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,259 Shares 37,699 Est. Cost $59.87 Unrealized
FNDF SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,168 Shares 50,466 Est. Cost $40.09 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,159 Shares 65,845 Est. Cost $30.32 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,112 Shares 45,250 Est. Cost $45.29 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $2,107 Shares 31,085 Est. Cost $61.56 Unrealized
BOXX EA SERIES TRUST 0.2%
Value ($000) $1,913 Shares 16,800 Est. Cost $111.81 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,872 Shares 31,072 Est. Cost $54.78 Unrealized
EALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,835 Shares 53,097 Est. Cost $33.02 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,820 Shares 31,874 Est. Cost $57.15 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,795 Shares 17,414 Est. Cost $90.99 Unrealized +9.1%
XIDE FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,758 Shares 57,853 Est. Cost $30.38 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,701 Shares 7,344 Est. Cost $185.67 Unrealized +8.8%
DCOR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,684 Shares 23,410 Est. Cost $70.00 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,648 Shares 2,897 Est. Cost $533.81 Unrealized +7.4%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,636 Shares 9,609 Est. Cost $147.81 Unrealized 0.0%
BALI BLACKROCK ETF TRUST 0.2%
Value ($000) $1,621 Shares 51,084 Est. Cost $30.42 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,621 Shares 4,561 Est. Cost $336.38 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,620 Shares 49,699 Est. Cost $32.12 Unrealized
LVHD LEGG MASON ETF INVT 0.2%
Value ($000) $1,518 Shares 36,727 Est. Cost $39.84 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,478 Shares 47,085 Est. Cost $29.37 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $1,468 Shares 34,301 Est. Cost $37.72 Unrealized
V VISA INC 0.2%
Value ($000) $1,461 Shares 4,281 Est. Cost $322.33 Unrealized +7.1%
JAJL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,447 Shares 50,518 Est. Cost $28.03 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,399 Shares 43,942 Est. Cost $29.08 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,375 Shares 11,397 Est. Cost $101.81 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,368 Shares 3,377 Est. Cost $391.46 Unrealized -0.6%
EFG ISHARES TR 0.2%
Value ($000) $1,362 Shares 11,963 Est. Cost $101.92 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $1,343 Shares 1,245 Est. Cost $679.15 Unrealized +37.0%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,305 Shares 18,012 Est. Cost $67.14 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,302 Shares 2,608 Est. Cost $510.79 Unrealized -12.3%
CLOA BLACKROCK ETF TRUST II 0.2%
Value ($000) $1,294 Shares 24,901 Est. Cost $51.88 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,289 Shares 3,927 Est. Cost $322.33 Unrealized
BIDD BLACKROCK ETF TRUST 0.2%
Value ($000) $1,274 Shares 45,514 Est. Cost $26.42 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,250 Shares 9,336 Est. Cost $125.12 Unrealized +4.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,242 Shares 3,596 Est. Cost $469.20 Unrealized -36.3%
HYGW ISHARES TR 0.2%
Value ($000) $1,230 Shares 40,500 Est. Cost $31.05 Unrealized
IJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,230 Shares 37,617 Est. Cost $30.81 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,191 Shares 17,705 Est. Cost $67.26 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,182 Shares 7,694 Est. Cost $163.17 Unrealized -5.1%
ORCL ORACLE CORP 0.2%
Value ($000) $1,181 Shares 4,200 Est. Cost $178.61 Unrealized +42.3%
IJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,175 Shares 33,386 Est. Cost $33.44 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,172 Shares 6,323 Est. Cost $150.39 Unrealized +12.7%
MS MORGAN STANLEY 0.1%
Value ($000) $1,154 Shares 7,258 Est. Cost $121.66 Unrealized +20.4%
IOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,148 Shares 33,584 Est. Cost $32.73 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $1,130 Shares 10,835 Est. Cost $96.90 Unrealized
IAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,130 Shares 37,571 Est. Cost $29.08 Unrealized
ZNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,125 Shares 42,634 Est. Cost $25.83 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,098 Shares 2,933 Est. Cost $346.03 Unrealized +5.0%
XIMR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,067 Shares 34,169 Est. Cost $31.23 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,060 Shares 27,265 Est. Cost $37.66 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $1,046 Shares 6,356 Est. Cost $164.54 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,034 Shares 10,909 Est. Cost $85.67 Unrealized +7.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,005 Shares 2,049 Est. Cost $448.80 Unrealized +1.3%
CLSM EXCHANGE LISTED FDS TR 0.1%
Value ($000) $984 Shares 42,709 Est. Cost $23.03 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $974 Shares 14,981 Est. Cost $65.00 Unrealized
TDSC EXCHANGE LISTED FDS TR 0.1%
Value ($000) $950 Shares 37,708 Est. Cost $25.21 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $932 Shares 24,667 Est. Cost $35.06 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $924 Shares 2,777 Est. Cost $272.64 Unrealized
T AT&T INC 0.1%
Value ($000) $922 Shares 32,631 Est. Cost $22.32 Unrealized +25.7%
IJH ISHARES TR 0.1%
Value ($000) $917 Shares 14,047 Est. Cost $60.38 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $911 Shares 20,980 Est. Cost $41.33 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $911 Shares 13,375 Est. Cost $68.08 Unrealized
SKOR FLEXSHARES TR 0.1%
Value ($000) $909 Shares 18,459 Est. Cost $48.11 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $902 Shares 4,945 Est. Cost $136.77 Unrealized +18.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $896 Shares 2,947 Est. Cost $296.18 Unrealized +1.8%
LLY ELI LILLY & CO 0.1%
Value ($000) $887 Shares 1,163 Est. Cost $807.15 Unrealized -8.0%
EJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $867 Shares 29,956 Est. Cost $27.48 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $859 Shares 15,452 Est. Cost $54.11 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $851 Shares 4,566 Est. Cost $181.57 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $851 Shares 3,018 Est. Cost $272.00 Unrealized
EJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $849 Shares 25,577 Est. Cost $32.01 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $848 Shares 8,789 Est. Cost $94.79 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $846 Shares 7,925 Est. Cost $106.10 Unrealized
XDSQ INNOVATOR ETFS TRUST 0.1%
Value ($000) $842 Shares 21,116 Est. Cost $38.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $837 Shares 2,966 Est. Cost $251.00 Unrealized +3.4%
IYW ISHARES TR 0.1%
Value ($000) $836 Shares 4,266 Est. Cost $155.57 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $806 Shares 4,844 Est. Cost $155.09 Unrealized +1.4%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $804 Shares 46,875 Est. Cost $17.16 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $798 Shares 16,226 Est. Cost $48.92 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $796 Shares 14,691 Est. Cost $47.51 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $781 Shares 14,121 Est. Cost $54.15 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $775 Shares 8,880 Est. Cost $82.21 Unrealized
R RYDER SYS INC 0.1%
Value ($000) $775 Shares 4,106 Est. Cost $156.26 Unrealized +15.4%
PEP PEPSICO INC 0.1%
Value ($000) $758 Shares 5,398 Est. Cost $149.42 Unrealized -6.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $741 Shares 14,177 Est. Cost $51.84 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $728 Shares 2,384 Est. Cost $230.92 Unrealized +17.5%
COR CENCORA INC 0.1%
Value ($000) $726 Shares 2,323 Est. Cost $239.17 Unrealized +22.7%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $724 Shares 7,300 Est. Cost $96.91 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $719 Shares 22,427 Est. Cost $30.70 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $713 Shares 10,794 Est. Cost $50.92 Unrealized +20.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $712 Shares 26,096 Est. Cost $27.30 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $700 Shares 15,921 Est. Cost $40.08 Unrealized +6.0%
NOW SERVICENOW INC 0.1%
Value ($000) $689 Shares 749 Est. Cost $197.69 Unrealized -5.5%
KO COCA COLA CO 0.1%
Value ($000) $687 Shares 10,355 Est. Cost $64.11 Unrealized +5.9%
AOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $684 Shares 26,050 Est. Cost $25.66 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $683 Shares 2,505 Est. Cost $286.19 Unrealized -0.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $675 Shares 9,867 Est. Cost $58.54 Unrealized +15.1%
SECT NORTHERN LTS FD TR IV 0.1%
Value ($000) $671 Shares 10,652 Est. Cost $58.07 Unrealized
EPS WISDOMTREE TR 0.1%
Value ($000) $666 Shares 9,667 Est. Cost $68.94 Unrealized
XDQQ INNOVATOR ETFS TRUST 0.1%
Value ($000) $664 Shares 17,566 Est. Cost $36.35 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $659 Shares 6,825 Est. Cost $92.06 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $658 Shares 12,754 Est. Cost $43.78 Unrealized +10.4%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $656 Shares 6,274 Est. Cost $87.23 Unrealized
MZTI MARZETTI COMPANY 0.1%
Value ($000) $653 Shares 3,777 Est. Cost $183.03 Unrealized -2.0%
BLK BLACKROCK INC 0.1%
Value ($000) $652 Shares 559 Est. Cost $997.60 Unrealized +11.1%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $646 Shares 7,036 Est. Cost $91.75 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $642 Shares 3,050 Est. Cost $204.09 Unrealized +1.5%
IXUS ISHARES TR 0.1%
Value ($000) $634 Shares 7,680 Est. Cost $72.47 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $634 Shares 7,632 Est. Cost $79.66 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $627 Shares 4,547 Est. Cost $133.13 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $616 Shares 2,207 Est. Cost $220.36 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $603 Shares 2,137 Est. Cost $286.98 Unrealized -4.1%
NFLX NETFLIX INC 0.1%
Value ($000) $597 Shares 498 Est. Cost $117.04 Unrealized +4.3%
TLT ISHARES TR 0.1%
Value ($000) $591 Shares 6,614 Est. Cost $89.69 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $577 Shares 2,297 Est. Cost $237.97 Unrealized +2.6%
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $576 Shares 22,287 Est. Cost $26.12 Unrealized
SPYI NEOS ETF TRUST 0.1%
Value ($000) $574 Shares 10,983 Est. Cost $50.90 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $571 Shares 2,787 Est. Cost $180.78 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $570 Shares 5,667 Est. Cost $97.69 Unrealized +1.5%
INTU INTUIT 0.1%
Value ($000) $568 Shares 832 Est. Cost $639.94 Unrealized +12.4%
EEM ISHARES TR 0.1%
Value ($000) $564 Shares 10,571 Est. Cost $51.27 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $560 Shares 17,435 Est. Cost $31.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $555 Shares 3,431 Est. Cost $136.35 Unrealized +18.4%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $553 Shares 9,503 Est. Cost $54.15 Unrealized
QQA INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $552 Shares 10,494 Est. Cost $52.62 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $549 Shares 3,211 Est. Cost $166.78 Unrealized +1.6%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $548 Shares 11,981 Est. Cost $42.56 Unrealized
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $542 Shares 12,863 Est. Cost $41.31 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $542 Shares 5,023 Est. Cost $90.55 Unrealized +11.0%
UJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $535 Shares 14,041 Est. Cost $37.52 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $535 Shares 11,450 Est. Cost $46.23 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $534 Shares 1,140 Est. Cost $404.59 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $531 Shares 711 Est. Cost $709.43 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $527 Shares 4,432 Est. Cost $110.81 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $524 Shares 18,953 Est. Cost $25.92 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $516 Shares 2,750 Est. Cost $166.10 Unrealized +1.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $515 Shares 9,560 Est. Cost $53.87 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $515 Shares 15,651 Est. Cost $30.94 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $512 Shares 20,080 Est. Cost $23.36 Unrealized +3.4%
UOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $506 Shares 13,179 Est. Cost $37.67 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $505 Shares 19,187 Est. Cost $23.44 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $505 Shares 11,369 Est. Cost $44.42 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $496 Shares 1,689 Est. Cost $293.68 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $495 Shares 17,106 Est. Cost $30.20 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $490 Shares 2,585 Est. Cost $173.23 Unrealized
DGCB DIMENSIONAL ETF TRUST 0.1%
Value ($000) $490 Shares 8,837 Est. Cost $55.45 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $488 Shares 3,642 Est. Cost $80.43 Unrealized +31.2%
PSTG PURE STORAGE INC 0.1%
Value ($000) $484 Shares 5,778 Est. Cost $60.43 Unrealized +10.1%
CG CARLYLE GROUP INC 0.1%
Value ($000) $480 Shares 7,657 Est. Cost $49.95 Unrealized +23.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $475 Shares 2,926 Est. Cost $144.44 Unrealized +14.4%
IWM ISHARES TR 0.1%
Value ($000) $469 Shares 1,937 Est. Cost $221.57 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $468 Shares 7,384 Est. Cost $59.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $461 Shares 5,528 Est. Cost $84.44 Unrealized -2.0%
UNP UNION PAC CORP 0.1%
Value ($000) $458 Shares 1,936 Est. Cost $228.41 Unrealized -2.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $455 Shares 4,648 Est. Cost $72.38 Unrealized +29.2%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $450 Shares 11,225 Est. Cost $39.50 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $448 Shares 10,137 Est. Cost $39.57 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $448 Shares 9,294 Est. Cost $48.19 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $446 Shares 1,404 Est. Cost $283.94 Unrealized +7.3%
IDXX IDEXX LABS INC 0.1%
Value ($000) $443 Shares 693 Est. Cost $441.60 Unrealized +37.4%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $442 Shares 8,834 Est. Cost $49.42 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $438 Shares 8,083 Est. Cost $52.68 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $435 Shares 917 Est. Cost $453.95 Unrealized +3.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $428 Shares 1,986 Est. Cost $215.74 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $428 Shares 9,956 Est. Cost $39.43 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $417 Shares 4,659 Est. Cost $81.49 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $415 Shares 2,791 Est. Cost $135.57 Unrealized 0.0%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $414 Shares 11,383 Est. Cost $34.57 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $410 Shares 2,320 Est. Cost $164.21 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $408 Shares 2,892 Est. Cost $136.12 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $407 Shares 7,068 Est. Cost $57.52 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $404 Shares 1,263 Est. Cost $290.34 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $401 Shares 6,549 Est. Cost $53.51 Unrealized +9.0%
MRK MERCK & CO INC 0.1%
Value ($000) $400 Shares 4,767 Est. Cost $94.81 Unrealized -14.5%
WELL WELLTOWER INC 0.1%
Value ($000) $398 Shares 2,235 Est. Cost $130.80 Unrealized +24.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $386 Shares 165 Est. Cost $2400.46 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $385 Shares 9,708 Est. Cost $35.25 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $383 Shares 2,025 Est. Cost $164.34 Unrealized +5.5%
PSX PHILLIPS 66 0.0%
Value ($000) $377 Shares 2,772 Est. Cost $126.39 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $374 Shares 3,156 Est. Cost $118.35 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $373 Shares 7,313 Est. Cost $51.04 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $373 Shares 2,906 Est. Cost $129.30 Unrealized -6.8%
EMXC ISHARES INC 0.0%
Value ($000) $371 Shares 5,496 Est. Cost $57.89 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $370 Shares 3,584 Est. Cost $108.94 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $370 Shares 1,368 Est. Cost $223.06 Unrealized +21.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $369 Shares 773 Est. Cost $359.46 Unrealized +18.3%
GLDM WORLD GOLD TR 0.0%
Value ($000) $361 Shares 4,721 Est. Cost $65.52 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $360 Shares 1,462 Est. Cost $106.30 Unrealized +89.7%
TJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $359 Shares 13,297 Est. Cost $26.35 Unrealized
NKE NIKE INC 0.0%
Value ($000) $355 Shares 5,089 Est. Cost $73.79 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $353 Shares 3,733 Est. Cost $93.28 Unrealized 0.0%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $353 Shares 13,185 Est. Cost $26.76 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $352 Shares 2,848 Est. Cost $111.52 Unrealized +7.4%
GE GE AEROSPACE 0.0%
Value ($000) $349 Shares 1,160 Est. Cost $226.75 Unrealized +20.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $349 Shares 3,724 Est. Cost $93.64 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $339 Shares 3,890 Est. Cost $83.04 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $336 Shares 4,415 Est. Cost $59.36 Unrealized +18.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $335 Shares 2,363 Est. Cost $102.92 Unrealized +25.5%
IWD ISHARES TR 0.0%
Value ($000) $335 Shares 1,645 Est. Cost $186.35 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $333 Shares 5,583 Est. Cost $59.69 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $333 Shares 1,309 Est. Cost $242.31 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $332 Shares 3,958 Est. Cost $73.23 Unrealized +9.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $329 Shares 8,405 Est. Cost $58.10 Unrealized -22.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $328 Shares 3,518 Est. Cost $87.11 Unrealized 0.0%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $327 Shares 10,261 Est. Cost $30.08 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $327 Shares 1,010 Est. Cost $332.02 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $326 Shares 409 Est. Cost $602.05 Unrealized +22.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $324 Shares 3,401 Est. Cost $85.55 Unrealized +6.7%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $323 Shares 9,051 Est. Cost $33.36 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $323 Shares 12,677 Est. Cost $25.05 Unrealized
XBJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $322 Shares 10,306 Est. Cost $31.29 Unrealized
TDSB EXCHANGE LISTED FDS TR 0.0%
Value ($000) $322 Shares 13,810 Est. Cost $23.33 Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $322 Shares 8,595 Est. Cost $37.45 Unrealized
JD JD.COM INC 0.0%
Value ($000) $322 Shares 9,194 Est. Cost $34.98 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $321 Shares 1,966 Est. Cost $125.90 Unrealized +25.5%
XBAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $321 Shares 8,482 Est. Cost $37.86 Unrealized
GLW CORNING INC 0.0%
Value ($000) $320 Shares 3,902 Est. Cost $64.97 Unrealized 0.0%
XBOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $320 Shares 9,747 Est. Cost $32.80 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $319 Shares 792 Est. Cost $402.42 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $318 Shares 7,447 Est. Cost $42.76 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $316 Shares 5,851 Est. Cost $53.96 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $314 Shares 3,747 Est. Cost $98.90 Unrealized -8.4%
CRM SALESFORCE INC 0.0%
Value ($000) $314 Shares 1,324 Est. Cost $316.64 Unrealized -20.6%
XIJN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $311 Shares 9,995 Est. Cost $31.09 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $307 Shares 3,628 Est. Cost $84.68 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $306 Shares 6,442 Est. Cost $44.23 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $305 Shares 2,776 Est. Cost $93.88 Unrealized +13.8%
MTUM ISHARES TR 0.0%
Value ($000) $303 Shares 1,182 Est. Cost $256.45 Unrealized
BA BOEING CO 0.0%
Value ($000) $302 Shares 1,400 Est. Cost $191.21 Unrealized +17.9%
EMB ISHARES TR 0.0%
Value ($000) $299 Shares 3,138 Est. Cost $91.69 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $295 Shares 6,301 Est. Cost $46.81 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $293 Shares 4,354 Est. Cost $61.12 Unrealized +2.1%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $291 Shares 6,631 Est. Cost $40.65 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $291 Shares 556 Est. Cost $565.29 Unrealized -0.7%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $289 Shares 9,501 Est. Cost $29.66 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $288 Shares 5,012 Est. Cost $49.48 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $288 Shares 2,370 Est. Cost $89.13 Unrealized +9.7%
NULG NUSHARES ETF TR 0.0%
Value ($000) $288 Shares 2,891 Est. Cost $99.45 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $284 Shares 881 Est. Cost $371.01 Unrealized 0.0%
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $283 Shares 7,203 Est. Cost $39.25 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $279 Shares 6,361 Est. Cost $43.83 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $278 Shares 1,664 Est. Cost $127.82 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $277 Shares 3,606 Est. Cost $73.01 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $276 Shares 927 Est. Cost $227.22 Unrealized +23.9%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $276 Shares 4,028 Est. Cost $68.45 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $275 Shares 5,955 Est. Cost $42.83 Unrealized
CAIE CALAMOS ETF TR 0.0%
Value ($000) $274 Shares 9,986 Est. Cost $27.47 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $273 Shares 3,464 Est. Cost $78.89 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $272 Shares 8,649 Est. Cost $38.91 Unrealized -14.8%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $261 Shares 1,164 Est. Cost $189.93 Unrealized +18.3%
CAPE DOUBLELINE ETF TRUST 0.0%
Value ($000) $259 Shares 7,959 Est. Cost $32.58 Unrealized
SBAR SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $257 Shares 9,797 Est. Cost $26.26 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $256 Shares 6,882 Est. Cost $37.27 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $256 Shares 2,309 Est. Cost $105.97 Unrealized +6.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $255 Shares 2,059 Est. Cost $81.73 Unrealized +33.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $255 Shares 2,225 Est. Cost $105.21 Unrealized +11.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $253 Shares 5,974 Est. Cost $42.37 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $250 Shares 1,590 Est. Cost $126.53 Unrealized +21.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $246 Shares 390 Est. Cost $527.31 Unrealized +12.8%
IVLU ISHARES TR 0.0%
Value ($000) $245 Shares 6,908 Est. Cost $35.48 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $243 Shares 6,048 Est. Cost $40.10 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $240 Shares 2,050 Est. Cost $108.35 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $239 Shares 4,884 Est. Cost $63.45 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $237 Shares 648 Est. Cost $365.48 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $236 Shares 724 Est. Cost $326.36 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $236 Shares 4,877 Est. Cost $46.35 Unrealized 0.0%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $235 Shares 8,622 Est. Cost $27.31 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $235 Shares 1,406 Est. Cost $154.28 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $234 Shares 949 Est. Cost $231.70 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $234 Shares 5,197 Est. Cost $56.90 Unrealized -17.2%
AMGN AMGEN INC 0.0%
Value ($000) $233 Shares 827 Est. Cost $278.72 Unrealized +2.8%
SHEL SHELL PLC 0.0%
Value ($000) $233 Shares 3,258 Est. Cost $71.54 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $232 Shares 4,679 Est. Cost $44.56 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $231 Shares 9,633 Est. Cost $23.94 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $230 Shares 1,073 Est. Cost $200.20 Unrealized 0.0%
ICVT ISHARES TR 0.0%
Value ($000) $230 Shares 2,300 Est. Cost $84.69 Unrealized
GLOF ISHARES TR 0.0%
Value ($000) $229 Shares 4,441 Est. Cost $51.62 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $229 Shares 7,266 Est. Cost $28.98 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $229 Shares 648 Est. Cost $492.81 Unrealized -27.2%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $228 Shares 3,041 Est. Cost $75.12 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $228 Shares 6,072 Est. Cost $37.62 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $226 Shares 1,580 Est. Cost $109.05 Unrealized 0.0%
IGF ISHARES TR 0.0%
Value ($000) $226 Shares 3,695 Est. Cost $61.12 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $224 Shares 364 Est. Cost $605.52 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $222 Shares 758 Est. Cost $302.26 Unrealized -1.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $221 Shares 6,919 Est. Cost $31.91 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $221 Shares 896 Est. Cost $229.08 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $220 Shares 375 Est. Cost $547.47 Unrealized 0.0%
SGOV ISHARES TR 0.0%
Value ($000) $219 Shares 2,179 Est. Cost $100.70 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $218 Shares 2,579 Est. Cost $88.57 Unrealized 0.0%
SHYM BLACKROCK ETF TRUST II 0.0%
Value ($000) $216 Shares 9,668 Est. Cost $22.66 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $216 Shares 902 Est. Cost $240.31 Unrealized 0.0%
DBND DOUBLELINE ETF TRUST 0.0%
Value ($000) $215 Shares 4,622 Est. Cost $46.53 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $213 Shares 465 Est. Cost $448.33 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $211 Shares 1,038 Est. Cost $188.91 Unrealized +1.3%
FFLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $211 Shares 4,048 Est. Cost $52.04 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $210 Shares 5,277 Est. Cost $39.88 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $208 Shares 6,064 Est. Cost $30.73 Unrealized +13.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $208 Shares 1,083 Est. Cost $204.56 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $203 Shares 13,488 Est. Cost $14.52 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $202 Shares 609 Est. Cost $316.55 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $201 Shares 3,707 Est. Cost $54.09 Unrealized