Heritage Family Offices, LLP Diversified Active

CIK: 0002019316 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 14, 2025

Total Value ($000): $200,400 (100.0% shares, 0.0% debt)

Holdings (184)

SPEM SPDR INDEX SHS FDS 8.6%
Value ($000) $17,147 Shares 446,891 Est. Cost $37.67 Unrealized
SMMD ISHARES TR 6.5%
Value ($000) $12,958 Shares 190,565 Est. Cost $62.60 Unrealized
EFA ISHARES TR 5.2%
Value ($000) $10,360 Shares 137,025 Est. Cost $77.84 Unrealized
USHY ISHARES TR 4.7%
Value ($000) $9,453 Shares 256,955 Est. Cost $36.31 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $7,519 Shares 12,772 Est. Cost $547.24 Unrealized
AGG ISHARES TR 3.3%
Value ($000) $6,658 Shares 68,711 Est. Cost $97.07 Unrealized
EMB ISHARES TR 2.3%
Value ($000) $4,590 Shares 51,548 Est. Cost $88.49 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $4,399 Shares 17,567 Est. Cost $192.10 Unrealized +22.1%
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,780 Shares 8,968 Est. Cost $418.19 Unrealized +1.0%
IEFA ISHARES TR 1.8%
Value ($000) $3,512 Shares 49,970 Est. Cost $72.60 Unrealized
AVGO BROADCOM INC 1.7%
Value ($000) $3,393 Shares 14,635 Est. Cost $157.78 Unrealized +15.9%
XPEL XPEL INC 1.6%
Value ($000) $3,267 Shares 81,802 Est. Cost $43.10 Unrealized -0.9%
IEMG ISHARES INC 1.5%
Value ($000) $2,973 Shares 56,938 Est. Cost $53.14 Unrealized
SPYM SPDR SER TR 1.2%
Value ($000) $2,481 Shares 35,982 Est. Cost $64.33 Unrealized
IWM ISHARES TR 1.2%
Value ($000) $2,335 Shares 10,568 Est. Cost $203.75 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $2,231 Shares 7,860 Est. Cost $254.93 Unrealized +13.0%
SYK STRYKER CORPORATION 1.1%
Value ($000) $2,170 Shares 6,027 Est. Cost $335.68 Unrealized +9.1%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $2,159 Shares 4,100 Est. Cost $455.73 Unrealized +12.9%
TEL TE CONNECTIVITY PLC 1.1%
Value ($000) $2,119 Shares 14,824 Est. Cost $146.89 Unrealized -0.1%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $2,107 Shares 5,990 Est. Cost $299.96 Unrealized +18.3%
HD HOME DEPOT INC 1.0%
Value ($000) $2,084 Shares 5,358 Est. Cost $331.06 Unrealized +20.0%
LOW LOWES COS INC 1.0%
Value ($000) $2,063 Shares 8,359 Est. Cost $223.32 Unrealized +17.1%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $2,058 Shares 9,686 Est. Cost $208.36 Unrealized +4.0%
V VISA INC 1.0%
Value ($000) $2,020 Shares 6,392 Est. Cost $272.09 Unrealized +9.6%
J JACOBS SOLUTIONS INC 1.0%
Value ($000) $1,993 Shares 14,912 Est. Cost $122.95 Unrealized +10.8%
KLAC KLA CORP 0.9%
Value ($000) $1,861 Shares 2,954 Est. Cost $724.99 Unrealized -7.7%
EMR EMERSON ELEC CO 0.9%
Value ($000) $1,772 Shares 14,295 Est. Cost $108.04 Unrealized +10.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $1,742 Shares 11,690 Est. Cost $135.65 Unrealized +15.2%
ABBV ABBVIE INC 0.8%
Value ($000) $1,578 Shares 8,881 Est. Cost $157.12 Unrealized +12.9%
LLY ELI LILLY & CO 0.8%
Value ($000) $1,517 Shares 1,964 Est. Cost $791.50 Unrealized +3.7%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,415 Shares 2,797 Est. Cost $477.31 Unrealized +15.8%
RTX RTX CORPORATION 0.7%
Value ($000) $1,402 Shares 12,115 Est. Cost $100.12 Unrealized +18.1%
COP CONOCOPHILLIPS 0.7%
Value ($000) $1,365 Shares 13,761 Est. Cost $115.05 Unrealized -11.1%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,308 Shares 6,974 Est. Cost $176.74 Unrealized +9.3%
MRK MERCK & CO INC 0.6%
Value ($000) $1,251 Shares 12,575 Est. Cost $121.72 Unrealized -18.9%
MCO MOODYS CORP 0.6%
Value ($000) $1,166 Shares 2,463 Est. Cost $398.38 Unrealized +18.8%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,160 Shares 5,136 Est. Cost $184.90 Unrealized +10.1%
RELX RELX PLC 0.6%
Value ($000) $1,119 Shares 24,632 Est. Cost $45.85 Unrealized
SHYG ISHARES TR 0.6%
Value ($000) $1,115 Shares 26,157 Est. Cost $42.25 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,093 Shares 29,131 Est. Cost $37.28 Unrealized +7.3%
AON AON PLC 0.5%
Value ($000) $1,060 Shares 2,951 Est. Cost $303.44 Unrealized +20.4%
VRIG INVESCO ACTIVELY MANAGED EXC 0.5%
Value ($000) $1,036 Shares 41,249 Est. Cost $25.14 Unrealized
SONY SONY GROUP CORP 0.5%
Value ($000) $1,029 Shares 48,610 Est. Cost $32.35 Unrealized
CLOA BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,021 Shares 19,730 Est. Cost $51.92 Unrealized
VMC VULCAN MATLS CO 0.5%
Value ($000) $994 Shares 3,865 Est. Cost $266.73 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $989 Shares 5,297 Est. Cost $158.80 Unrealized +18.6%
MCK MCKESSON CORP 0.5%
Value ($000) $985 Shares 1,729 Est. Cost $552.61 Unrealized +0.8%
FLTR VANECK ETF TRUST 0.5%
Value ($000) $956 Shares 37,567 Est. Cost $25.50 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $904 Shares 12,875 Est. Cost $56.87 Unrealized +17.2%
IUSB ISHARES TR 0.4%
Value ($000) $899 Shares 19,887 Est. Cost $45.56 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $886 Shares 5,436 Est. Cost $163.36 Unrealized +8.0%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $885 Shares 38,989 Est. Cost $31.87 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $877 Shares 7,150 Est. Cost $122.13 Unrealized +1.0%
HLN HALEON PLC 0.4%
Value ($000) $871 Shares 91,314 Est. Cost $8.35 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $863 Shares 7,628 Est. Cost $104.91 Unrealized +8.0%
IWB ISHARES TR 0.4%
Value ($000) $862 Shares 2,675 Est. Cost $322.16 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $814 Shares 15,335 Est. Cost $53.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $795 Shares 1,753 Est. Cost $438.86 Unrealized +5.2%
ESGU ISHARES TR 0.4%
Value ($000) $785 Shares 6,096 Est. Cost $119.32 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $785 Shares 14,964 Est. Cost $53.20 Unrealized
ALC ALCON AG 0.4%
Value ($000) $774 Shares 9,112 Est. Cost $85.22 Unrealized +5.4%
DE DEERE & CO 0.4%
Value ($000) $755 Shares 1,783 Est. Cost $381.80 Unrealized +8.4%
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $723 Shares 3,478 Est. Cost $248.62 Unrealized -10.5%
SU SUNCOR ENERGY INC NEW 0.4%
Value ($000) $718 Shares 20,132 Est. Cost $36.79 Unrealized +1.6%
ASML ASML HOLDING N V 0.4%
Value ($000) $703 Shares 1,015 Est. Cost $1019.76 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $678 Shares 6,359 Est. Cost $106.55 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $675 Shares 2,901 Est. Cost $226.24 Unrealized
LII LENNOX INTL INC 0.3%
Value ($000) $651 Shares 1,068 Est. Cost $487.48 Unrealized +26.8%
TFLO ISHARES TR 0.3%
Value ($000) $645 Shares 12,779 Est. Cost $50.65 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $629 Shares 7,872 Est. Cost $78.07 Unrealized +7.4%
GOVT ISHARES TR 0.3%
Value ($000) $615 Shares 26,781 Est. Cost $22.57 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.3%
Value ($000) $615 Shares 5,604 Est. Cost $89.87 Unrealized +10.7%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $600 Shares 9,154 Est. Cost $77.99 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $594 Shares 6,107 Est. Cost $106.38 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $594 Shares 6,900 Est. Cost $141.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $589 Shares 3,008 Est. Cost $182.55 Unrealized
WMT WALMART INC 0.3%
Value ($000) $579 Shares 6,405 Est. Cost $73.11 Unrealized +17.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $578 Shares 4,302 Est. Cost $120.45 Unrealized +14.4%
LPLA LPL FINL HLDGS INC 0.3%
Value ($000) $571 Shares 1,749 Est. Cost $271.74 Unrealized +8.8%
QUAL ISHARES TR 0.3%
Value ($000) $569 Shares 3,197 Est. Cost $172.05 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $554 Shares 1,112 Est. Cost $428.27 Unrealized +17.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $542 Shares 3,067 Est. Cost $29.56 Unrealized +41.6%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $541 Shares 1,939 Est. Cost $236.12 Unrealized +15.0%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $530 Shares 4,401 Est. Cost $91.29 Unrealized +32.1%
BSY BENTLEY SYS INC 0.3%
Value ($000) $501 Shares 10,731 Est. Cost $51.26 Unrealized -5.5%
TOTALENERGIES SE 0.2%
Value ($000) $501 Shares 9,191 Est. Cost $66.68 Unrealized
HYBB ISHARES TR 0.2%
Value ($000) $494 Shares 10,731 Est. Cost $46.02 Unrealized
WRB BERKLEY W R CORP 0.2%
Value ($000) $488 Shares 8,346 Est. Cost $52.06 Unrealized +11.2%
MBB ISHARES TR 0.2%
Value ($000) $488 Shares 5,325 Est. Cost $92.41 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $473 Shares 3,708 Est. Cost $118.60 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $468 Shares 6,325 Est. Cost $53.24 Unrealized
COO COOPER COS INC 0.2%
Value ($000) $458 Shares 4,985 Est. Cost $93.35 Unrealized +9.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $449 Shares 1,162 Est. Cost $304.09 Unrealized +27.4%
POOL POOL CORP 0.2%
Value ($000) $441 Shares 1,293 Est. Cost $353.00 Unrealized +1.4%
ASPEN TECHNOLOGY INC 0.2%
Value ($000) $431 Shares 1,725 Est. Cost $200.02 Unrealized
WSO WATSCO INC 0.2%
Value ($000) $425 Shares 898 Est. Cost $457.10 Unrealized +10.8%
EFX EQUIFAX INC 0.2%
Value ($000) $423 Shares 1,662 Est. Cost $235.79 Unrealized +12.6%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $422 Shares 6,036 Est. Cost $64.95 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.2%
Value ($000) $412 Shares 11,058 Est. Cost $30.94 Unrealized +21.7%
ITGR INTEGER HLDGS CORP 0.2%
Value ($000) $402 Shares 3,033 Est. Cost $117.86 Unrealized +13.2%
CHH CHOICE HOTELS INTL INC 0.2%
Value ($000) $397 Shares 2,797 Est. Cost $118.29 Unrealized +18.1%
AHR AMERICAN HEALTHCARE REIT INC 0.2%
Value ($000) $395 Shares 13,881 Est. Cost $26.10 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $394 Shares 7,530 Est. Cost $39.65 Unrealized +23.1%
NDSN NORDSON CORP 0.2%
Value ($000) $386 Shares 1,844 Est. Cost $246.26 Unrealized -1.5%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $384 Shares 828 Est. Cost $404.94 Unrealized +15.1%
EFG ISHARES TR 0.2%
Value ($000) $379 Shares 3,910 Est. Cost $102.12 Unrealized
XVV ISHARES TR 0.2%
Value ($000) $378 Shares 8,335 Est. Cost $42.05 Unrealized
ROL ROLLINS INC 0.2%
Value ($000) $376 Shares 8,106 Est. Cost $45.25 Unrealized +6.8%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $371 Shares 2,118 Est. Cost $162.46 Unrealized +8.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $354 Shares 1,614 Est. Cost $204.58 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $353 Shares 691 Est. Cost $483.76 Unrealized
ALLE ALLEGION PLC 0.2%
Value ($000) $346 Shares 2,645 Est. Cost $121.60 Unrealized +15.1%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $345 Shares 1,818 Est. Cost $168.79 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $344 Shares 5,516 Est. Cost $58.52 Unrealized
BOOT BOOT BARN HLDGS INC 0.2%
Value ($000) $339 Shares 2,230 Est. Cost $113.27 Unrealized +30.4%
IJR ISHARES TR 0.2%
Value ($000) $338 Shares 2,934 Est. Cost $106.67 Unrealized
NPO ENPRO INC 0.2%
Value ($000) $334 Shares 1,934 Est. Cost $152.27 Unrealized +11.0%
MC MOELIS & CO 0.2%
Value ($000) $330 Shares 4,464 Est. Cost $51.10 Unrealized +34.2%
NOBL PROSHARES TR 0.2%
Value ($000) $329 Shares 3,304 Est. Cost $96.13 Unrealized
SAIA SAIA INC 0.2%
Value ($000) $324 Shares 712 Est. Cost $465.78 Unrealized +6.2%
SIGI SELECTIVE INS GROUP INC 0.2%
Value ($000) $304 Shares 3,255 Est. Cost $93.97 Unrealized -0.7%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $304 Shares 3,406 Est. Cost $80.99 Unrealized +11.6%
TER TERADYNE INC 0.2%
Value ($000) $303 Shares 2,407 Est. Cost $126.14 Unrealized -6.7%
SPYV SPDR SER TR 0.1%
Value ($000) $298 Shares 5,820 Est. Cost $51.14 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $297 Shares 2,683 Est. Cost $108.06 Unrealized +11.3%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $296 Shares 6,677 Est. Cost $35.45 Unrealized +22.0%
IWF ISHARES TR 0.1%
Value ($000) $292 Shares 726 Est. Cost $364.51 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $291 Shares 1,375 Est. Cost $203.03 Unrealized
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $285 Shares 2,274 Est. Cost $108.61 Unrealized +16.4%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $284 Shares 1,536 Est. Cost $226.59 Unrealized -15.0%
BHE BENCHMARK ELECTRS INC 0.1%
Value ($000) $280 Shares 6,162 Est. Cost $36.26 Unrealized +25.4%
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $280 Shares 7,382 Est. Cost $35.72 Unrealized +4.9%
IJJ ISHARES TR 0.1%
Value ($000) $279 Shares 2,229 Est. Cost $113.48 Unrealized
EXPO EXPONENT INC 0.1%
Value ($000) $278 Shares 3,123 Est. Cost $88.47 Unrealized +11.8%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $278 Shares 1,700 Est. Cost $147.92 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $277 Shares 2,357 Est. Cost $112.40 Unrealized
DORM DORMAN PRODS INC 0.1%
Value ($000) $276 Shares 2,128 Est. Cost $106.24 Unrealized +20.5%
MMI MARCUS & MILLICHAP INC 0.1%
Value ($000) $269 Shares 7,030 Est. Cost $32.15 Unrealized +20.1%
CHE CHEMED CORP NEW 0.1%
Value ($000) $268 Shares 506 Est. Cost $568.90 Unrealized -1.4%
IVE ISHARES TR 0.1%
Value ($000) $267 Shares 1,400 Est. Cost $196.06 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $267 Shares 1,002 Est. Cost $246.07 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $267 Shares 2,998 Est. Cost $83.91 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $267 Shares 921 Est. Cost $271.94 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $263 Shares 2,448 Est. Cost $110.09 Unrealized +2.1%
IUSV ISHARES TR 0.1%
Value ($000) $262 Shares 2,832 Est. Cost $88.13 Unrealized
ESE ESCO TECHNOLOGIES INC 0.1%
Value ($000) $261 Shares 1,958 Est. Cost $118.67 Unrealized +14.2%
KFY KORN FERRY 0.1%
Value ($000) $260 Shares 3,860 Est. Cost $62.14 Unrealized +13.4%
KFRC KFORCE INC 0.1%
Value ($000) $258 Shares 4,558 Est. Cost $58.09 Unrealized 0.0%
ICFI ICF INTL INC 0.1%
Value ($000) $256 Shares 2,144 Est. Cost $145.15 Unrealized +3.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $255 Shares 600 Est. Cost $391.13 Unrealized
PATK PATRICK INDS INC 0.1%
Value ($000) $255 Shares 3,066 Est. Cost $76.45 Unrealized +14.5%
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $250 Shares 709 Est. Cost $246.49 Unrealized +57.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $250 Shares 1,895 Est. Cost $150.98 Unrealized -4.4%
IUSG ISHARES TR 0.1%
Value ($000) $249 Shares 1,785 Est. Cost $127.48 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $248 Shares 2,440 Est. Cost $101.53 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $247 Shares 2,578 Est. Cost $96.23 Unrealized +7.7%
ENOV ENOVIS CORPORATION 0.1%
Value ($000) $245 Shares 5,585 Est. Cost $44.46 Unrealized -1.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $244 Shares 416 Est. Cost $544.22 Unrealized
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $244 Shares 6,561 Est. Cost $39.19 Unrealized 0.0%
SM SM ENERGY CO 0.1%
Value ($000) $242 Shares 6,237 Est. Cost $45.96 Unrealized -12.0%
STC STEWART INFORMATION SVCS COR 0.1%
Value ($000) $238 Shares 3,530 Est. Cost $63.20 Unrealized +13.1%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $237 Shares 1,618 Est. Cost $199.13 Unrealized -11.9%
MCRI MONARCH CASINO & RESORT INC 0.1%
Value ($000) $236 Shares 2,993 Est. Cost $73.92 Unrealized +9.1%
AEIS ADVANCED ENERGY INDS 0.1%
Value ($000) $233 Shares 2,019 Est. Cost $102.47 Unrealized +9.4%
ALG ALAMO GROUP INC 0.1%
Value ($000) $233 Shares 1,254 Est. Cost $185.29 Unrealized 0.0%
UMBF UMB FINL CORP 0.1%
Value ($000) $232 Shares 2,059 Est. Cost $98.59 Unrealized +17.3%
ENS ENERSYS 0.1%
Value ($000) $232 Shares 2,506 Est. Cost $96.23 Unrealized 0.0%
BCPC BALCHEM CORP 0.1%
Value ($000) $231 Shares 1,420 Est. Cost $150.63 Unrealized +13.9%
IYW ISHARES TR 0.1%
Value ($000) $229 Shares 1,434 Est. Cost $152.13 Unrealized
IDA IDACORP INC 0.1%
Value ($000) $221 Shares 2,026 Est. Cost $109.91 Unrealized 0.0%
BLKB BLACKBAUD INC 0.1%
Value ($000) $221 Shares 2,985 Est. Cost $77.30 Unrealized +5.8%
TLT ISHARES TR 0.1%
Value ($000) $219 Shares 2,510 Est. Cost $97.41 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $213 Shares 3,212 Est. Cost $63.20 Unrealized +17.8%
AMBA AMBARELLA INC 0.1%
Value ($000) $213 Shares 2,925 Est. Cost $63.71 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $210 Shares 229 Est. Cost $922.64 Unrealized 0.0%
SOUTHSTATE CORPORATION 0.1%
Value ($000) $206 Shares 2,072 Est. Cost $76.43 Unrealized
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $205 Shares 2,878 Est. Cost $67.92 Unrealized 0.0%
POWI POWER INTEGRATIONS INC 0.1%
Value ($000) $204 Shares 3,299 Est. Cost $64.40 Unrealized -3.3%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $203 Shares 102 Est. Cost $1300.65 Unrealized +64.2%
SPMB SPDR SER TR 0.1%
Value ($000) $202 Shares 9,363 Est. Cost $22.53 Unrealized
KALU KAISER ALUMINUM CORP 0.1%
Value ($000) $201 Shares 2,855 Est. Cost $86.46 Unrealized -16.1%
NV5 GLOBAL INC 0.1%
Value ($000) $196 Shares 10,384 Est. Cost $18.84 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $171 Shares 14,409 Est. Cost $10.55 Unrealized
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $141 Shares 13,925 Est. Cost $7.86 Unrealized +25.6%