Heritage Family Offices, LLP Diversified Active

CIK: 0002019316 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 9, 2025

Total Value ($000): $197,768 (100.0% shares, 0.0% debt)

Holdings (181)

SPEM SPDR INDEX SHS FDS 8.1%
Value ($000) $15,961 Shares 404,596 Est. Cost $37.67 Unrealized
SMMD ISHARES TR 7.0%
Value ($000) $13,785 Shares 219,991 Est. Cost $62.59 Unrealized
USHY ISHARES TR 4.7%
Value ($000) $9,246 Shares 251,467 Est. Cost $36.31 Unrealized
EFA ISHARES TR 4.7%
Value ($000) $9,206 Shares 111,643 Est. Cost $77.84 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $7,341 Shares 13,153 Est. Cost $547.67 Unrealized
AGG ISHARES TR 3.7%
Value ($000) $7,340 Shares 74,348 Est. Cost $97.21 Unrealized
EMB ISHARES TR 2.4%
Value ($000) $4,772 Shares 52,791 Est. Cost $88.54 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $4,026 Shares 18,475 Est. Cost $194.00 Unrealized +3.8%
IEFA ISHARES TR 1.8%
Value ($000) $3,563 Shares 46,634 Est. Cost $72.60 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $3,509 Shares 9,263 Est. Cost $417.77 Unrealized +3.5%
AJG GALLAGHER ARTHUR J & CO 1.4%
Value ($000) $2,726 Shares 7,999 Est. Cost $261.77 Unrealized +25.1%
XPEL XPEL INC 1.3%
Value ($000) $2,526 Shares 81,802 Est. Cost $43.10 Unrealized -23.4%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $2,371 Shares 4,386 Est. Cost $461.34 Unrealized +19.5%
V VISA INC 1.2%
Value ($000) $2,370 Shares 6,913 Est. Cost $276.92 Unrealized +25.3%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value ($000) $2,258 Shares 12,922 Est. Cost $138.17 Unrealized +23.4%
SYK STRYKER CORPORATION 1.1%
Value ($000) $2,224 Shares 6,101 Est. Cost $336.18 Unrealized +10.5%
TEL TE CONNECTIVITY PLC 1.1%
Value ($000) $2,203 Shares 15,498 Est. Cost $146.87 Unrealized +2.8%
KLAC KLA CORP 1.1%
Value ($000) $2,135 Shares 3,169 Est. Cost $724.30 Unrealized +3.3%
IWM ISHARES TR 1.1%
Value ($000) $2,099 Shares 10,472 Est. Cost $203.75 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $2,090 Shares 12,358 Est. Cost $157.78 Unrealized +36.8%
IEMG ISHARES INC 1.0%
Value ($000) $2,006 Shares 37,088 Est. Cost $53.14 Unrealized
ABT ABBOTT LABS 1.0%
Value ($000) $1,938 Shares 14,811 Est. Cost $114.88 Unrealized +13.7%
ABBV ABBVIE INC 1.0%
Value ($000) $1,935 Shares 9,428 Est. Cost $158.99 Unrealized +14.9%
LOW LOWES COS INC 1.0%
Value ($000) $1,934 Shares 8,469 Est. Cost $223.56 Unrealized -1.3%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $1,875 Shares 6,161 Est. Cost $301.34 Unrealized +0.5%
J JACOBS SOLUTIONS INC 0.9%
Value ($000) $1,835 Shares 15,141 Est. Cost $123.02 Unrealized -0.4%
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $1,789 Shares 27,366 Est. Cost $64.33 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $1,758 Shares 2,138 Est. Cost $794.36 Unrealized -2.6%
RTX RTX CORPORATION 0.9%
Value ($000) $1,690 Shares 12,833 Est. Cost $131.75 Unrealized 0.0%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,574 Shares 14,488 Est. Cost $108.19 Unrealized +5.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,507 Shares 2,921 Est. Cost $478.25 Unrealized -21.6%
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $1,394 Shares 12,961 Est. Cost $99.22 Unrealized +5.1%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,282 Shares 7,271 Est. Cost $176.97 Unrealized -1.5%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $1,171 Shares 5,808 Est. Cost $208.36 Unrealized -1.1%
MCK MCKESSON CORP 0.6%
Value ($000) $1,155 Shares 1,729 Est. Cost $552.61 Unrealized +27.3%
MCO MOODYS CORP 0.6%
Value ($000) $1,145 Shares 2,481 Est. Cost $398.38 Unrealized +15.7%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,134 Shares 49,012 Est. Cost $30.09 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $1,132 Shares 14,910 Est. Cost $80.25 Unrealized -5.5%
VRIG INVESCO ACTIVELY MANAGED EXC 0.6%
Value ($000) $1,116 Shares 44,499 Est. Cost $25.13 Unrealized
APH AMPHENOL CORP NEW 0.6%
Value ($000) $1,114 Shares 16,731 Est. Cost $67.73 Unrealized +20.2%
SHYG ISHARES TR 0.6%
Value ($000) $1,111 Shares 26,119 Est. Cost $42.25 Unrealized
NDAQ NASDAQ INC 0.6%
Value ($000) $1,107 Shares 14,776 Est. Cost $77.78 Unrealized +1.8%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,090 Shares 5,182 Est. Cost $184.90 Unrealized +8.0%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,071 Shares 20,466 Est. Cost $52.38 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,038 Shares 22,568 Est. Cost $45.62 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $979 Shares 6,000 Est. Cost $163.47 Unrealized -3.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $979 Shares 4,285 Est. Cost $158.80 Unrealized +38.6%
EOG EOG RES INC 0.5%
Value ($000) $957 Shares 7,562 Est. Cost $122.29 Unrealized -8.3%
SONY SONY GROUP CORP 0.5%
Value ($000) $948 Shares 37,771 Est. Cost $32.35 Unrealized
RELX RELX PLC 0.5%
Value ($000) $936 Shares 18,660 Est. Cost $45.85 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $928 Shares 2,591 Est. Cost $331.06 Unrealized +7.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $919 Shares 1,747 Est. Cost $438.86 Unrealized +15.7%
VMC VULCAN MATLS CO 0.5%
Value ($000) $916 Shares 3,933 Est. Cost $266.48 Unrealized -3.9%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $911 Shares 12,893 Est. Cost $56.87 Unrealized +25.1%
AON AON PLC 0.5%
Value ($000) $897 Shares 2,273 Est. Cost $303.44 Unrealized +19.1%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $876 Shares 18,413 Est. Cost $52.01 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $869 Shares 14,613 Est. Cost $53.20 Unrealized
DE DEERE & CO 0.4%
Value ($000) $843 Shares 1,812 Est. Cost $383.08 Unrealized +26.5%
HLN HALEON PLC 0.4%
Value ($000) $839 Shares 81,912 Est. Cost $8.35 Unrealized
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $838 Shares 16,187 Est. Cost $51.92 Unrealized
ALLE ALLEGION PLC 0.4%
Value ($000) $824 Shares 6,420 Est. Cost $125.67 Unrealized +8.5%
ALC ALCON AG 0.4%
Value ($000) $816 Shares 8,523 Est. Cost $85.22 Unrealized +5.1%
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $802 Shares 15,828 Est. Cost $50.71 Unrealized
LPLA LPL FINL HLDGS INC 0.4%
Value ($000) $764 Shares 2,269 Est. Cost $289.27 Unrealized +21.1%
LII LENNOX INTL INC 0.4%
Value ($000) $742 Shares 1,342 Est. Cost $510.39 Unrealized +8.7%
WRB BERKLEY W R CORP 0.4%
Value ($000) $728 Shares 10,218 Est. Cost $53.46 Unrealized +30.8%
MDT MEDTRONIC PLC 0.4%
Value ($000) $720 Shares 8,211 Est. Cost $78.45 Unrealized +6.4%
HYBB ISHARES TR 0.4%
Value ($000) $705 Shares 15,254 Est. Cost $46.07 Unrealized
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $687 Shares 17,919 Est. Cost $36.79 Unrealized -2.5%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $683 Shares 4,401 Est. Cost $91.29 Unrealized +83.3%
ASML ASML HOLDING N V 0.3%
Value ($000) $680 Shares 1,008 Est. Cost $1019.76 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $666 Shares 9,023 Est. Cost $77.99 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $661 Shares 5,870 Est. Cost $106.38 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.3%
Value ($000) $655 Shares 5,783 Est. Cost $90.36 Unrealized +26.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $650 Shares 3,948 Est. Cost $33.97 Unrealized +39.2%
TOTALENERGIES SE 0.3%
Value ($000) $639 Shares 9,956 Est. Cost $66.53 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $634 Shares 6,029 Est. Cost $106.55 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $630 Shares 3,316 Est. Cost $248.62 Unrealized -22.5%
ESGU ISHARES TR 0.3%
Value ($000) $628 Shares 5,179 Est. Cost $119.32 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $602 Shares 6,432 Est. Cost $92.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $599 Shares 2,905 Est. Cost $226.24 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $596 Shares 5,439 Est. Cost $121.76 Unrealized +3.3%
NICE NICE LTD 0.3%
Value ($000) $589 Shares 3,789 Est. Cost $154.17 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $579 Shares 1,152 Est. Cost $431.02 Unrealized +15.2%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $577 Shares 3,008 Est. Cost $182.55 Unrealized
COO COOPER COS INC 0.3%
Value ($000) $558 Shares 6,659 Est. Cost $92.40 Unrealized -17.1%
BSY BENTLEY SYS INC 0.3%
Value ($000) $546 Shares 13,752 Est. Cost $49.75 Unrealized -7.3%
WMT WALMART INC 0.3%
Value ($000) $545 Shares 6,405 Est. Cost $73.11 Unrealized +29.6%
WSO WATSCO INC 0.3%
Value ($000) $545 Shares 1,086 Est. Cost $463.30 Unrealized +0.1%
POOL POOL CORP 0.3%
Value ($000) $521 Shares 1,655 Est. Cost $348.84 Unrealized -14.2%
EFX EQUIFAX INC 0.3%
Value ($000) $497 Shares 2,069 Est. Cost $238.50 Unrealized +6.1%
QUAL ISHARES TR 0.2%
Value ($000) $492 Shares 2,901 Est. Cost $172.05 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $483 Shares 6,968 Est. Cost $141.77 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $476 Shares 3,280 Est. Cost $172.99 Unrealized -19.8%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $473 Shares 3,708 Est. Cost $118.60 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $460 Shares 1,939 Est. Cost $236.12 Unrealized +5.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $445 Shares 2,592 Est. Cost $173.23 Unrealized
ROL ROLLINS INC 0.2%
Value ($000) $445 Shares 8,392 Est. Cost $45.40 Unrealized +22.7%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $444 Shares 6,024 Est. Cost $64.95 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $438 Shares 7,530 Est. Cost $39.65 Unrealized +41.1%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $433 Shares 873 Est. Cost $409.56 Unrealized +17.8%
GOVT ISHARES TR 0.2%
Value ($000) $431 Shares 18,814 Est. Cost $22.57 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $419 Shares 6,325 Est. Cost $53.24 Unrealized
NDSN NORDSON CORP 0.2%
Value ($000) $412 Shares 2,055 Est. Cost $242.41 Unrealized -18.8%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $400 Shares 2,238 Est. Cost $162.99 Unrealized +8.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $395 Shares 1,408 Est. Cost $310.66 Unrealized -12.6%
EFG ISHARES TR 0.2%
Value ($000) $391 Shares 3,881 Est. Cost $102.12 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $385 Shares 3,442 Est. Cost $81.22 Unrealized +40.3%
ITGR INTEGER HLDGS CORP 0.2%
Value ($000) $384 Shares 3,283 Est. Cost $118.85 Unrealized +0.5%
ZWS ZURN ELKAY WATER SOLNS CORP 0.2%
Value ($000) $382 Shares 11,575 Est. Cost $31.15 Unrealized +9.6%
CHH CHOICE HOTELS INTL INC 0.2%
Value ($000) $370 Shares 2,812 Est. Cost $118.29 Unrealized +6.0%
XVV ISHARES TR 0.2%
Value ($000) $355 Shares 8,335 Est. Cost $42.05 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.2%
Value ($000) $348 Shares 2,745 Est. Cost $108.39 Unrealized +13.1%
NPO ENPRO INC 0.2%
Value ($000) $341 Shares 2,089 Est. Cost $154.30 Unrealized +10.8%
NOBL PROSHARES TR 0.2%
Value ($000) $333 Shares 3,304 Est. Cost $96.13 Unrealized
SIGI SELECTIVE INS GROUP INC 0.2%
Value ($000) $331 Shares 3,608 Est. Cost $93.16 Unrealized -7.6%
ESE ESCO TECHNOLOGIES INC 0.2%
Value ($000) $326 Shares 2,096 Est. Cost $120.71 Unrealized +41.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $324 Shares 691 Est. Cost $468.94 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $321 Shares 5,520 Est. Cost $58.52 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $317 Shares 1,644 Est. Cost $204.81 Unrealized -3.4%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $314 Shares 1,818 Est. Cost $168.79 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $307 Shares 506 Est. Cost $568.90 Unrealized -0.2%
IJR ISHARES TR 0.2%
Value ($000) $305 Shares 2,937 Est. Cost $106.67 Unrealized
PATK PATRICK INDS INC 0.2%
Value ($000) $300 Shares 3,571 Est. Cost $78.16 Unrealized +7.6%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $296 Shares 1,375 Est. Cost $203.03 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $295 Shares 5,820 Est. Cost $51.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $290 Shares 2,463 Est. Cost $110.09 Unrealized -5.1%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $287 Shares 1,700 Est. Cost $147.92 Unrealized
MC MOELIS & CO 0.1%
Value ($000) $286 Shares 4,940 Est. Cost $52.66 Unrealized +3.0%
EXPO EXPONENT INC 0.1%
Value ($000) $286 Shares 3,472 Est. Cost $88.21 Unrealized -13.1%
KFY KORN FERRY 0.1%
Value ($000) $280 Shares 4,113 Est. Cost $62.36 Unrealized +4.7%
IVE ISHARES TR 0.1%
Value ($000) $278 Shares 1,470 Est. Cost $195.80 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $276 Shares 9,080 Est. Cost $26.10 Unrealized
STC STEWART INFORMATION SVCS COR 0.1%
Value ($000) $275 Shares 3,839 Est. Cost $63.57 Unrealized +1.1%
KFRC KFORCE INC 0.1%
Value ($000) $272 Shares 5,545 Est. Cost $57.02 Unrealized -26.4%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 3,029 Est. Cost $83.97 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $267 Shares 2,237 Est. Cost $113.48 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $266 Shares 741 Est. Cost $464.58 Unrealized -38.7%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $265 Shares 5,666 Est. Cost $35.45 Unrealized +28.9%
ENOV ENOVIS CORPORATION 0.1%
Value ($000) $263 Shares 6,978 Est. Cost $44.06 Unrealized -24.9%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $263 Shares 1,689 Est. Cost $221.25 Unrealized -39.7%
MMI MARCUS & MILLICHAP INC 0.1%
Value ($000) $262 Shares 7,586 Est. Cost $32.45 Unrealized -7.2%
IUSV ISHARES TR 0.1%
Value ($000) $259 Shares 2,832 Est. Cost $88.13 Unrealized
MCRI MONARCH CASINO & RESORT INC 0.1%
Value ($000) $256 Shares 3,271 Est. Cost $74.87 Unrealized +7.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $253 Shares 1,002 Est. Cost $246.07 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $252 Shares 700 Est. Cost $364.51 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $251 Shares 8,194 Est. Cost $35.54 Unrealized -21.8%
ENS ENERSYS 0.1%
Value ($000) $250 Shares 2,683 Est. Cost $96.26 Unrealized -10.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $249 Shares 600 Est. Cost $391.13 Unrealized
IDA IDACORP INC 0.1%
Value ($000) $249 Shares 2,167 Est. Cost $110.05 Unrealized +5.3%
BCPC BALCHEM CORP 0.1%
Value ($000) $246 Shares 1,504 Est. Cost $151.32 Unrealized +6.5%
BWIN THE BALDWIN INSURANCE GRP IN 0.1%
Value ($000) $246 Shares 5,446 Est. Cost $40.73 Unrealized -0.4%
ALG ALAMO GROUP INC 0.1%
Value ($000) $246 Shares 1,358 Est. Cost $185.07 Unrealized +2.6%
TLT ISHARES TR 0.1%
Value ($000) $237 Shares 2,628 Est. Cost $97.13 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $236 Shares 1,779 Est. Cost $132.23 Unrealized
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $235 Shares 2,417 Est. Cost $108.77 Unrealized -0.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $232 Shares 1,906 Est. Cost $150.98 Unrealized -21.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $231 Shares 416 Est. Cost $544.22 Unrealized
BHE BENCHMARK ELECTRS INC 0.1%
Value ($000) $229 Shares 5,907 Est. Cost $36.26 Unrealized -0.4%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $229 Shares 32,426 Est. Cost $7.07 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $227 Shares 1,785 Est. Cost $127.48 Unrealized
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $226 Shares 779 Est. Cost $253.39 Unrealized +18.8%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $223 Shares 817 Est. Cost $271.94 Unrealized
UMBF UMB FINL CORP 0.1%
Value ($000) $222 Shares 2,215 Est. Cost $99.41 Unrealized +0.3%
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $221 Shares 4,567 Est. Cost $48.76 Unrealized
DORM DORMAN PRODS INC 0.1%
Value ($000) $217 Shares 1,800 Est. Cost $106.24 Unrealized +14.5%
IVW ISHARES TR 0.1%
Value ($000) $216 Shares 2,339 Est. Cost $101.53 Unrealized
NV5 GLOBAL INC 0.1%
Value ($000) $213 Shares 11,090 Est. Cost $18.87 Unrealized
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $213 Shares 2,047 Est. Cost $113.27 Unrealized +17.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $213 Shares 229 Est. Cost $922.64 Unrealized +7.4%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $213 Shares 116 Est. Cost $1367.17 Unrealized +37.3%
TER TERADYNE INC 0.1%
Value ($000) $213 Shares 2,568 Est. Cost $125.22 Unrealized -36.4%
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $208 Shares 3,090 Est. Cost $67.92 Unrealized -0.7%
AEIS ADVANCED ENERGY INDS 0.1%
Value ($000) $207 Shares 2,189 Est. Cost $103.36 Unrealized +6.4%
SPMB SPDR SERIES TRUST 0.1%
Value ($000) $206 Shares 9,363 Est. Cost $22.53 Unrealized
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $205 Shares 6,783 Est. Cost $39.03 Unrealized -31.1%
ICFI ICF INTL INC 0.1%
Value ($000) $202 Shares 2,347 Est. Cost $84.72 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $169 Shares 14,970 Est. Cost $8.09 Unrealized +19.6%
NTST NETSTREIT CORP 0.1%
Value ($000) $167 Shares 10,573 Est. Cost $15.85 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $143 Shares 15,146 Est. Cost $10.50 Unrealized
AVNS AVANOS MED INC 0.1%
Value ($000) $142 Shares 10,178 Est. Cost $15.61 Unrealized -19.5%