Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $194,460 (100.0% shares, 0.0% debt)

Holdings (600)

VUG VANGUARD GROWTH ETF 3.9%
Value ($000) $7,555 Shares 25,766 Est. Cost $207.73 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 3.8%
Value ($000) $7,320 Shares 188,603 Est. Cost $32.09 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.3%
Value ($000) $6,374 Shares 84,732 Est. Cost $53.72 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.2%
Value ($000) $6,223 Shares 15 Est. Cost $325723.70 Unrealized +29.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 3.2%
Value ($000) $6,193 Shares 108,603 Est. Cost $56.73 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $6,085 Shares 14,013 Est. Cost $336.66 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.9%
Value ($000) $5,641 Shares 142,589 Est. Cost $31.29 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $5,620 Shares 14,080 Est. Cost $312.07 Unrealized
AAPL APPLE INC COM 2.9%
Value ($000) $5,593 Shares 39,207 Est. Cost $97.58 Unrealized +47.5%
VTWO VANGUARD RUSSELL 2000 ETF 2.9%
Value ($000) $5,546 Shares 61,708 Est. Cost $99.01 Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $4,155 Shares 14,370 Est. Cost $152.07 Unrealized +84.6%
BSV VANGUARD SHORT-TERM BOND ETF 1.9%
Value ($000) $3,767 Shares 45,948 Est. Cost $80.96 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.9%
Value ($000) $3,767 Shares 45,687 Est. Cost $80.12 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 1.7%
Value ($000) $3,369 Shares 8,318 Est. Cost $254.06 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.6%
Value ($000) $3,118 Shares 102,336 Est. Cost $25.51 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.5%
Value ($000) $2,963 Shares 29,763 Est. Cost $98.02 Unrealized
TIP ISHARES TIPS BOND ETF 1.5%
Value ($000) $2,954 Shares 23,110 Est. Cost $122.72 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.5%
Value ($000) $2,829 Shares 31,552 Est. Cost $92.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.4%
Value ($000) $2,699 Shares 6,191 Est. Cost $422.55 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.2%
Value ($000) $2,391 Shares 22,406 Est. Cost $101.72 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.2%
Value ($000) $2,282 Shares 42,792 Est. Cost $53.31 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.1%
Value ($000) $2,075 Shares 38,922 Est. Cost $53.18 Unrealized
BAC BANK AMERICA CORP COM 1.0%
Value ($000) $1,965 Shares 45,603 Est. Cost $27.03 Unrealized +33.5%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,890 Shares 7,779 Est. Cost $175.78 Unrealized +22.8%
INVESCO BULLETSHARES 2021 CORP BD ETF 0.9%
Value ($000) $1,831 Shares 86,819 Est. Cost $21.10 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.9%
Value ($000) $1,665 Shares 15,673 Est. Cost $112.52 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,618 Shares 9,190 Est. Cost $140.85 Unrealized +23.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.8%
Value ($000) $1,580 Shares 59,437 Est. Cost $26.48 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,562 Shares 40,932 Est. Cost $33.54 Unrealized
PGX INVESCO PREFERRED ETF 0.8%
Value ($000) $1,518 Shares 100,973 Est. Cost $14.33 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.7%
Value ($000) $1,457 Shares 28,581 Est. Cost $51.35 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $1,450 Shares 4,396 Est. Cost $205.41 Unrealized +43.4%
V VISA INC COM CL A 0.7%
Value ($000) $1,375 Shares 5,966 Est. Cost $189.73 Unrealized +19.6%
MBB ISHARES MBS ETF 0.7%
Value ($000) $1,364 Shares 12,595 Est. Cost $108.73 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $1,336 Shares 12,806 Est. Cost $83.50 Unrealized -0.2%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,243 Shares 3,449 Est. Cost $236.27 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.6%
Value ($000) $1,212 Shares 6,354 Est. Cost $143.27 Unrealized
GM GENERAL MTRS CO COM 0.6%
Value ($000) $1,210 Shares 22,768 Est. Cost $52.52 Unrealized -2.4%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,202 Shares 7,961 Est. Cost $116.58 Unrealized +15.8%
ISHARES IBONDS DEC 2021 TERM MUNI BD ETF 0.6%
Value ($000) $1,122 Shares 43,827 Est. Cost $25.73 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $1,117 Shares 2,608 Est. Cost $258.11 Unrealized +61.9%
BLV VANGUARD LONG-TERM BOND ETF 0.6%
Value ($000) $1,099 Shares 10,670 Est. Cost $110.04 Unrealized
BA BOEING CO COM 0.6%
Value ($000) $1,092 Shares 4,830 Est. Cost $291.87 Unrealized -23.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $1,078 Shares 10,514 Est. Cost $121.96 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.5%
Value ($000) $1,046 Shares 16,437 Est. Cost $42.47 Unrealized +29.4%
ICVT ISHARES CONVERTIBLE BOND ETF 0.5%
Value ($000) $1,027 Shares 10,214 Est. Cost $76.56 Unrealized
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $1,024 Shares 12,176 Est. Cost $59.93 Unrealized +21.0%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,013 Shares 16,620 Est. Cost $48.23 Unrealized +0.4%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $969 Shares 4,998 Est. Cost $151.27 Unrealized +11.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $964 Shares 4,840 Est. Cost $133.58 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $945 Shares 11,610 Est. Cost $66.56 Unrealized -0.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $931 Shares 11,433 Est. Cost $63.98 Unrealized
HEALTHCARE RLTY TR CL A COM 0.5%
Value ($000) $931 Shares 31,092 Est. Cost $30.28 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $906 Shares 6,612 Est. Cost $37.78 Unrealized +20.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $879 Shares 16,089 Est. Cost $54.56 Unrealized
XME SPDR S&P METALS & MINING ETF 0.4%
Value ($000) $859 Shares 20,250 Est. Cost $43.22 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $851 Shares 15,426 Est. Cost $39.93 Unrealized +23.3%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.4%
Value ($000) $843 Shares 49,937 Est. Cost $16.38 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $820 Shares 2,358 Est. Cost $330.78 Unrealized -3.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.4%
Value ($000) $795 Shares 11,040 Est. Cost $72.07 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $793 Shares 2,311 Est. Cost $225.61 Unrealized +58.5%
INTC INTEL CORP COM 0.4%
Value ($000) $778 Shares 14,447 Est. Cost $49.38 Unrealized +0.9%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $759 Shares 10,675 Est. Cost $55.30 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $750 Shares 228 Est. Cost $102.23 Unrealized +68.7%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.4%
Value ($000) $748 Shares 7,362 Est. Cost $102.10 Unrealized
QLD PROSHARES ULTRA QQQ 0.4%
Value ($000) $747 Shares 10,132 Est. Cost $90.01 Unrealized
KIE SPDR S&P INSURANCE ETF 0.4%
Value ($000) $741 Shares 19,316 Est. Cost $38.96 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $707 Shares 9,348 Est. Cost $59.11 Unrealized +21.3%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.4%
Value ($000) $689 Shares 8,567 Est. Cost $74.87 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $677 Shares 12,797 Est. Cost $44.52 Unrealized +11.1%
FTNT FORTINET INC COM 0.3%
Value ($000) $676 Shares 2,270 Est. Cost $25.94 Unrealized +123.2%
NUE NUCOR CORP COM 0.3%
Value ($000) $664 Shares 6,795 Est. Cost $95.44 Unrealized +4.0%
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $659 Shares 8,128 Est. Cost $51.86 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $646 Shares 5,805 Est. Cost $111.46 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $640 Shares 4,973 Est. Cost $116.90 Unrealized +10.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $640 Shares 10,753 Est. Cost $50.33 Unrealized +9.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.3%
Value ($000) $640 Shares 8,545 Est. Cost $67.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $633 Shares 3,133 Est. Cost $155.77 Unrealized +20.5%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.3%
Value ($000) $632 Shares 27,996 Est. Cost $18.54 Unrealized +33.3%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $623 Shares 13,897 Est. Cost $45.09 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.3%
Value ($000) $623 Shares 15,071 Est. Cost $43.65 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $616 Shares 1,796 Est. Cost $289.16 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.3%
Value ($000) $614 Shares 10,750 Est. Cost $68.77 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $606 Shares 222 Est. Cost $69.94 Unrealized +95.7%
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $594 Shares 6,001 Est. Cost $78.22 Unrealized +9.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $581 Shares 11,375 Est. Cost $51.19 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $579 Shares 6,895 Est. Cost $54.53 Unrealized +7.9%
ORCL ORACLE CORP COM 0.3%
Value ($000) $570 Shares 6,351 Est. Cost $67.53 Unrealized +23.4%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $563 Shares 4,035 Est. Cost $105.18 Unrealized +21.0%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.3%
Value ($000) $554 Shares 15,314 Est. Cost $35.14 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $550 Shares 3,430 Est. Cost $124.02 Unrealized +21.2%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.3%
Value ($000) $549 Shares 18,290 Est. Cost $29.56 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $531 Shares 2,076 Est. Cost $213.17 Unrealized
BAX BAXTER INTL INC COM 0.3%
Value ($000) $518 Shares 6,375 Est. Cost $73.61 Unrealized -2.8%
IXG ISHARES GLOBAL FINANCIALS ETF 0.3%
Value ($000) $504 Shares 6,354 Est. Cost $78.43 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $482 Shares 1,595 Est. Cost $162.04 Unrealized +87.3%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $477 Shares 1,801 Est. Cost $219.31 Unrealized +29.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $474 Shares 3,719 Est. Cost $108.08 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $468 Shares 2,258 Est. Cost $18.21 Unrealized +13.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $437 Shares 2,751 Est. Cost $135.20 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $418 Shares 7,682 Est. Cost $51.27 Unrealized -8.3%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $406 Shares 5,720 Est. Cost $36.78 Unrealized +64.4%
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $405 Shares 4,282 Est. Cost $62.98 Unrealized +33.3%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $387 Shares 2,313 Est. Cost $108.30 Unrealized +29.5%
MEDP MEDPACE HLDGS INC COM 0.2%
Value ($000) $386 Shares 1,973 Est. Cost $110.63 Unrealized +64.9%
KO COCA COLA CO COM 0.2%
Value ($000) $375 Shares 7,066 Est. Cost $44.51 Unrealized +9.6%
PNQI INVESCO NASDAQ INTERNET ETF 0.2%
Value ($000) $369 Shares 1,536 Est. Cost $146.05 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $365 Shares 4,173 Est. Cost $68.11 Unrealized +13.6%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $360 Shares 12,368 Est. Cost $28.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $339 Shares 124 Est. Cost $64.65 Unrealized +108.9%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $329 Shares 4,686 Est. Cost $63.09 Unrealized +17.5%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $325 Shares 6,581 Est. Cost $49.41 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $309 Shares 5,692 Est. Cost $42.79 Unrealized -1.1%
PFE PFIZER INC COM 0.2%
Value ($000) $297 Shares 6,919 Est. Cost $26.71 Unrealized +33.6%
T AT&T INC COM 0.2%
Value ($000) $294 Shares 10,839 Est. Cost $18.84 Unrealized -14.7%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $290 Shares 738 Est. Cost $238.28 Unrealized +61.5%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $286 Shares 2,136 Est. Cost $134.20 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.1%
Value ($000) $282 Shares 7,402 Est. Cost $33.10 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $272 Shares 2,596 Est. Cost $93.71 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $267 Shares 800 Est. Cost $233.39 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value ($000) $263 Shares 7,007 Est. Cost $37.78 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.1%
Value ($000) $263 Shares 5,796 Est. Cost $45.82 Unrealized
EIRL ISHARES MSCI IRELAND ETF 0.1%
Value ($000) $259 Shares 4,388 Est. Cost $58.66 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.1%
Value ($000) $258 Shares 5,489 Est. Cost $47.71 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $253 Shares 2,130 Est. Cost $107.58 Unrealized
EDEN ISHARES MSCI DENMARK ETF 0.1%
Value ($000) $253 Shares 2,355 Est. Cost $108.16 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 0.1%
Value ($000) $252 Shares 5,108 Est. Cost $48.92 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $249 Shares 321 Est. Cost $128.66 Unrealized +82.9%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $248 Shares 4,492 Est. Cost $55.12 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $246 Shares 2,159 Est. Cost $114.86 Unrealized +6.0%
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $245 Shares 11,319 Est. Cost $20.34 Unrealized -0.3%
ABBV ABBVIE INC COM 0.1%
Value ($000) $238 Shares 2,181 Est. Cost $64.77 Unrealized +50.1%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $237 Shares 2,572 Est. Cost $95.90 Unrealized -17.1%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $234 Shares 7,029 Est. Cost $26.90 Unrealized -2.3%
F FORD MTR CO DEL COM 0.1%
Value ($000) $228 Shares 16,096 Est. Cost $5.06 Unrealized +103.9%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $223 Shares 971 Est. Cost $112.83 Unrealized +109.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $217 Shares 1,517 Est. Cost $99.53 Unrealized +12.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $217 Shares 1,431 Est. Cost $91.67 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.1%
Value ($000) $214 Shares 1,855 Est. Cost $115.43 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $205 Shares 1,746 Est. Cost $77.40 Unrealized +46.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $197 Shares 547 Est. Cost $274.30 Unrealized +29.3%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $196 Shares 481 Est. Cost $242.15 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $194 Shares 7,444 Est. Cost $34.16 Unrealized -31.9%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $188 Shares 1,207 Est. Cost $75.57 Unrealized +68.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $186 Shares 1,242 Est. Cost $97.68 Unrealized +43.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $176 Shares 1,014 Est. Cost $110.04 Unrealized +43.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $169 Shares 837 Est. Cost $150.45 Unrealized +29.8%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $169 Shares 1,517 Est. Cost $121.28 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $166 Shares 3,651 Est. Cost $37.84 Unrealized +5.0%
BBY BEST BUY INC COM 0.1%
Value ($000) $165 Shares 1,570 Est. Cost $61.60 Unrealized +49.3%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $158 Shares 734 Est. Cost $144.21 Unrealized +34.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $152 Shares 1,923 Est. Cost $65.70 Unrealized +9.4%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $150 Shares 1,409 Est. Cost $74.07 Unrealized +12.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $149 Shares 1,494 Est. Cost $72.69 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $146 Shares 681 Est. Cost $190.41 Unrealized +5.2%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.1%
Value ($000) $143 Shares 6,452 Est. Cost $16.69 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $140 Shares 368 Est. Cost $184.15 Unrealized +90.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $139 Shares 2,764 Est. Cost $52.04 Unrealized
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 0.1%
Value ($000) $138 Shares 1,645 Est. Cost $87.10 Unrealized
AIA ISHARES ASIA 50 ETF 0.1%
Value ($000) $138 Shares 1,778 Est. Cost $82.42 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $138 Shares 2,847 Est. Cost $48.29 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $138 Shares 3,016 Est. Cost $40.08 Unrealized +6.6%
EWY ISHARES MSCI SOUTH KOREA ETF 0.1%
Value ($000) $138 Shares 1,709 Est. Cost $84.92 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.1%
Value ($000) $137 Shares 2,217 Est. Cost $62.68 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $133 Shares 583 Est. Cost $218.95 Unrealized -3.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $130 Shares 853 Est. Cost $115.72 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $129 Shares 830 Est. Cost $116.58 Unrealized +15.5%
QS QUANTUMSCAPE CORP COM CL A 0.1%
Value ($000) $129 Shares 5,278 Est. Cost $28.28 Unrealized -19.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $123 Shares 896 Est. Cost $137.35 Unrealized
AA ALCOA CORP COM 0.1%
Value ($000) $121 Shares 2,423 Est. Cost $35.52 Unrealized +13.6%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $114 Shares 1,879 Est. Cost $42.92 Unrealized +18.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $112 Shares 683 Est. Cost $142.90 Unrealized
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $111 Shares 4,351 Est. Cost $25.43 Unrealized +5.3%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $111 Shares 1,051 Est. Cost $48.86 Unrealized +28.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $107 Shares 1,874 Est. Cost $37.86 Unrealized +35.7%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $106 Shares 854 Est. Cost $71.88 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $106 Shares 1,813 Est. Cost $45.89 Unrealized +20.8%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $104 Shares 1,800 Est. Cost $87.40 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $103 Shares 462 Est. Cost $170.83 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $101 Shares 423 Est. Cost $178.18 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $100 Shares 505 Est. Cost $94.52 Unrealized +70.1%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $100 Shares 1,888 Est. Cost $35.33 Unrealized +29.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $99 Shares 606 Est. Cost $85.25 Unrealized +89.8%
LAM RESEARCH CORP COM 0.1%
Value ($000) $99 Shares 173 Est. Cost $297.60 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $98 Shares 1,400 Est. Cost $58.00 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $97 Shares 1,096 Est. Cost $100.09 Unrealized -8.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $97 Shares 1,452 Est. Cost $53.54 Unrealized +22.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $96 Shares 396 Est. Cost $166.15 Unrealized +40.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $95 Shares 424 Est. Cost $162.78 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $95 Shares 2,021 Est. Cost $36.07 Unrealized +15.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $95 Shares 185 Est. Cost $233.98 Unrealized +138.2%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $92 Shares 596 Est. Cost $131.16 Unrealized +12.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $91 Shares 691 Est. Cost $108.78 Unrealized +6.2%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $91 Shares 414 Est. Cost $161.80 Unrealized +25.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $90 Shares 579 Est. Cost $155.53 Unrealized +10.3%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $89 Shares 700 Est. Cost $84.82 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $89 Shares 490 Est. Cost $84.69 Unrealized +92.2%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $85 Shares 1,012 Est. Cost $81.43 Unrealized +7.8%
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $84 Shares 5,987 Est. Cost $17.74 Unrealized -10.7%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $83 Shares 2,244 Est. Cost $29.41 Unrealized +37.1%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $82 Shares 476 Est. Cost $205.74 Unrealized -3.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $81 Shares 364 Est. Cost $186.58 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $81 Shares 963 Est. Cost $50.08 Unrealized +76.0%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $80 Shares 2,312 Est. Cost $34.58 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $80 Shares 138 Est. Cost $358.90 Unrealized +75.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $78 Shares 230 Est. Cost $77.97 Unrealized +373.0%
CDW CDW CORP COM 0.0%
Value ($000) $77 Shares 416 Est. Cost $122.84 Unrealized +45.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $77 Shares 532 Est. Cost $89.33 Unrealized +64.2%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $76 Shares 404 Est. Cost $108.68 Unrealized +48.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $75 Shares 507 Est. Cost $147.78 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $75 Shares 615 Est. Cost $109.11 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $38.45 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $73 Shares 752 Est. Cost $81.62 Unrealized +13.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $72 Shares 308 Est. Cost $180.28 Unrealized +22.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $72 Shares 987 Est. Cost $86.88 Unrealized -29.5%
NUVVE HOLDING CORP COM NEW 0.0%
Value ($000) $72 Shares 6,334 Est. Cost $12.80 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $71 Shares 910 Est. Cost $51.27 Unrealized +28.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $71 Shares 124 Est. Cost $306.34 Unrealized +77.0%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $71 Shares 1,707 Est. Cost $37.91 Unrealized +0.8%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $70 Shares 804 Est. Cost $104.63 Unrealized -8.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $70 Shares 895 Est. Cost $69.71 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $69 Shares 1,496 Est. Cost $31.56 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $68 Shares 589 Est. Cost $114.10 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $67 Shares 2,460 Est. Cost $27.43 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $66 Shares 819 Est. Cost $68.51 Unrealized -1.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $65 Shares 106 Est. Cost $36.24 Unrealized +51.8%
AON AON PLC SHS CL A 0.0%
Value ($000) $65 Shares 222 Est. Cost $195.70 Unrealized +33.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $64 Shares 306 Est. Cost $167.77 Unrealized +25.4%
ASAN ASANA INC CL A 0.0%
Value ($000) $61 Shares 600 Est. Cost $28.13 Unrealized +195.1%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $60 Shares 677 Est. Cost $75.59 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $60 Shares 168 Est. Cost $220.88 Unrealized +77.3%
CERNER CORP COM 0.0%
Value ($000) $60 Shares 848 Est. Cost $73.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $59 Shares 215 Est. Cost $241.51 Unrealized +16.3%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $59 Shares 1,770 Est. Cost $15.05 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $59 Shares 2,648 Est. Cost $14.85 Unrealized +9.2%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $59 Shares 756 Est. Cost $121.20 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $57 Shares 766 Est. Cost $38.75 Unrealized +73.9%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $56 Shares 438 Est. Cost $76.01 Unrealized +77.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $55 Shares 484 Est. Cost $74.78 Unrealized +41.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $54 Shares 1,200 Est. Cost $58.98 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $54 Shares 1,134 Est. Cost $47.92 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $53 Shares 346 Est. Cost $84.38 Unrealized +80.6%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $52 Shares 450 Est. Cost $105.66 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $51 Shares 465 Est. Cost $110.03 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $50 Shares 290 Est. Cost $137.07 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $49 Shares 201 Est. Cost $211.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $24.07 Unrealized +1.3%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $49 Shares 1,275 Est. Cost $46.99 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 460 Est. Cost $92.71 Unrealized +23.2%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $46 Shares 2,528 Est. Cost $21.61 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $46 Shares 840 Est. Cost $55.05 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $45 Shares 2,330 Est. Cost $19.31 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $44 Shares 229 Est. Cost $126.78 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $44 Shares 1,141 Est. Cost $26.21 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $43 Shares 900 Est. Cost $50.20 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $43 Shares 1,128 Est. Cost $56.72 Unrealized -27.8%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $43 Shares 502 Est. Cost $66.35 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $42 Shares 291 Est. Cost $83.31 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $41 Shares 402 Est. Cost $121.06 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $41 Shares 250 Est. Cost $124.55 Unrealized +19.9%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $41 Shares 570 Est. Cost $47.34 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $41 Shares 805 Est. Cost $44.06 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $38 Shares 275 Est. Cost $91.47 Unrealized +36.4%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $38 Shares 425 Est. Cost $64.32 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $37 Shares 295 Est. Cost $97.94 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $37 Shares 235 Est. Cost $136.73 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $36 Shares 150 Est. Cost $233.92 Unrealized +9.8%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $36 Shares 456 Est. Cost $77.51 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $35 Shares 284 Est. Cost $84.80 Unrealized +30.3%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $34 Shares 46 Est. Cost $517.14 Unrealized +46.7%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $34 Shares 126 Est. Cost $185.21 Unrealized +34.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 353 Est. Cost $91.33 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 557 Est. Cost $51.97 Unrealized +5.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $33 Shares 1,140 Est. Cost $2.89 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $72.47 Unrealized +2.6%
SHELL PLC SPON ADR B 0.0%
Value ($000) $32 Shares 714 Est. Cost $60.01 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $31 Shares 1,114 Est. Cost $26.90 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $31 Shares 444 Est. Cost $44.77 Unrealized +10.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $31 Shares 510 Est. Cost $43.51 Unrealized +7.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $119.29 Unrealized +18.8%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $30 Shares 350 Est. Cost $64.67 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $30 Shares 319 Est. Cost $63.06 Unrealized +44.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $30 Shares 563 Est. Cost $33.17 Unrealized +54.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 164 Est. Cost $125.42 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $30 Shares 300 Est. Cost $71.81 Unrealized +21.5%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $28 Shares 770 Est. Cost $22.63 Unrealized +35.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $27 Shares 141 Est. Cost $123.01 Unrealized +56.1%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 308 Est. Cost $64.52 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $26 Shares 144 Est. Cost $203.14 Unrealized -3.9%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $26 Shares 161 Est. Cost $133.20 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $26 Shares 155 Est. Cost $86.49 Unrealized +74.3%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $25 Shares 100 Est. Cost $72.71 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $25 Shares 44 Est. Cost $410.21 Unrealized +50.5%
AGCO AGCO CORP COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $63.78 Unrealized +77.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 884 Est. Cost $37.74 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $24 Shares 526 Est. Cost $28.67 Unrealized +18.6%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 499 Est. Cost $42.44 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $23 Shares 1,423 Est. Cost $20.28 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $33.20 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $22 Shares 61 Est. Cost $314.36 Unrealized +7.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 114 Est. Cost $150.94 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $21 Shares 194 Est. Cost $109.20 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $21 Shares 485 Est. Cost $43.68 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $20 Shares 50 Est. Cost $381.92 Unrealized +12.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $20 Shares 41 Est. Cost $26.32 Unrealized +69.0%
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $20 Shares 365 Est. Cost $55.55 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 69 Est. Cost $85.51 Unrealized +218.3%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $132.37 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $17 Shares 475 Est. Cost $35.38 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $30.25 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $16 Shares 260 Est. Cost $55.24 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $16 Shares 59 Est. Cost $155.15 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 237 Est. Cost $53.15 Unrealized +11.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $16 Shares 288 Est. Cost $55.19 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $15 Shares 41 Est. Cost $257.25 Unrealized +39.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $15 Shares 201 Est. Cost $81.49 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $14 Shares 232 Est. Cost $55.76 Unrealized -5.0%
RITE AID CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.47 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 279 Est. Cost $44.47 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $14 Shares 230 Est. Cost $22.79 Unrealized +85.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $109.57 Unrealized +46.0%
CBZ CBIZ INC COM 0.0%
Value ($000) $13 Shares 406 Est. Cost $29.45 Unrealized +10.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $13 Shares 131 Est. Cost $37.67 Unrealized +171.3%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 170 Est. Cost $78.20 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $13 Shares 343 Est. Cost $34.78 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $13 Shares 118 Est. Cost $68.03 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 564 Est. Cost $21.16 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 124 Est. Cost $89.00 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 129 Est. Cost $87.51 Unrealized +6.9%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $12 Shares 196 Est. Cost $49.94 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.34 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 896 Est. Cost $13.33 Unrealized -12.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $32.56 Unrealized +10.5%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $12 Shares 1,470 Est. Cost $6.60 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $49.43 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.17 Unrealized +7.0%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $12 Shares 322 Est. Cost $31.78 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $37.65 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $95.33 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $105.09 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 285 Est. Cost $40.05 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $11 Shares 72 Est. Cost $125.49 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $11 Shares 338 Est. Cost $28.61 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.74 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $11 Shares 422 Est. Cost $24.71 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $11 Shares 300 Est. Cost $39.66 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $10 Shares 142 Est. Cost $67.25 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $10 Shares 14 Est. Cost $384.24 Unrealized +95.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $10 Shares 319 Est. Cost $25.28 Unrealized +0.1%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.61 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 86 Est. Cost $79.71 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $10 Shares 210 Est. Cost $58.96 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $10 Shares 35 Est. Cost $246.89 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $24.67 Unrealized +26.3%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.40 Unrealized +81.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $9 Shares 22 Est. Cost $143.32 Unrealized +190.9%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $152.39 Unrealized +188.8%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $9 Shares 190 Est. Cost $48.79 Unrealized
CATALENT INC COM 0.0%
Value ($000) $9 Shares 69 Est. Cost $56.30 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $61.85 Unrealized +92.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 81 Est. Cost $58.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $9 Shares 414 Est. Cost $28.16 Unrealized
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $9 Shares 124 Est. Cost $35.23 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $9 Shares 44 Est. Cost $139.42 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $9 Shares 49 Est. Cost $104.19 Unrealized +49.6%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $8 Shares 18 Est. Cost $319.71 Unrealized +30.8%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 118 Est. Cost $66.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $8 Shares 16 Est. Cost $419.94 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $123.07 Unrealized +7.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $168.62 Unrealized +19.1%
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $8 Shares 308 Est. Cost $23.95 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.19 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $51.09 Unrealized +133.8%
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 39 Est. Cost $108.19 Unrealized +26.9%
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $7 Shares 852 Est. Cost $9.16 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 108 Est. Cost $61.80 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.11 Unrealized +25.3%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $85.11 Unrealized +60.7%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $58.72 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $154.88 Unrealized +62.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $125.97 Unrealized +12.4%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $209.01 Unrealized +52.9%
QLYS QUALYS INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $82.92 Unrealized +32.1%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $6 Shares 1,026 Est. Cost $7.70 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 127 Est. Cost $35.93 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 44 Est. Cost $58.39 Unrealized +114.1%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $6 Shares 255 Est. Cost $12.66 Unrealized +79.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.32 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $53.40 Unrealized -11.9%
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +45.4%
OMCL OMNICELL COM COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $76.72 Unrealized +99.7%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $151.83 Unrealized
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.0%
Value ($000) $6 Shares 112 Est. Cost $48.45 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $48.85 Unrealized +88.5%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $178.50 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $48.62 Unrealized +71.9%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $37.82 Unrealized +85.8%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 388 Est. Cost $9.93 Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.40 Unrealized +42.7%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $286.73 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $175.89 Unrealized +59.4%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $4 Shares 115 Est. Cost $49.50 Unrealized -21.5%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $97.25 Unrealized +35.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +196.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 39 Est. Cost $88.54 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $49.83 Unrealized +72.9%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.05 Unrealized -2.2%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +75.1%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.63 Unrealized +1.9%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 46 Est. Cost $54.29 Unrealized +47.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $41.82 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $212.04 Unrealized -31.3%
ICUI ICU MED INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $172.09 Unrealized +21.9%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $78.85 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized +16.1%
IT GARTNER INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $152.69 Unrealized +89.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $90.94 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1158.08 Unrealized +38.5%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $63.33 Unrealized +27.8%
RS RELIANCE INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $113.17 Unrealized +32.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.53 Unrealized -9.4%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.42 Unrealized +49.6%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $340.30 Unrealized +54.1%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +39.9%
BARRICK GOLD CORP COM 0.0%
Value ($000) $3 Shares 175 Est. Cost $20.58 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $47.48 Unrealized +73.1%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.96 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 3 Est. Cost $188.88 Unrealized +77.8%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $50.09 Unrealized +36.8%
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.49 Unrealized +25.3%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.41 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $3 Shares 9 Est. Cost $223.05 Unrealized +37.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.04 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $157.29 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +20.3%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.14 Unrealized -15.6%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +45.3%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $25.28 Unrealized +44.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $67.77 Unrealized +47.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $331.87 Unrealized +13.9%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $59.53 Unrealized +18.7%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +20.1%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.42 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $76.58 Unrealized +42.5%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +18.1%
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $721.67 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $144.87 Unrealized +51.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized +16.2%
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $232.12 Unrealized +46.2%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +13.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.43 Unrealized +14.0%
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 266 Est. Cost $11.03 Unrealized -36.9%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +46.7%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.42 Unrealized
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +85.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $148.05 Unrealized +24.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $70.69 Unrealized +84.7%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +20.0%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +4.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -29.6%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 78 Est. Cost $26.01 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +9.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $88.75 Unrealized +27.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.36 Unrealized -11.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +49.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +38.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $38.64 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +25.4%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 9 Est. Cost $155.43 Unrealized +24.6%
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.21 Unrealized +23.8%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $32.91 Unrealized +57.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +4.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $227.64 Unrealized +23.6%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +12.6%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.63 Unrealized +29.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized +11.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $114.35 Unrealized +52.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 52 Est. Cost $27.77 Unrealized -6.4%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +49.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.24 Unrealized +49.3%
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.13 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.36 Unrealized +21.2%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized +35.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +37.3%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.49 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $398.27 Unrealized +17.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $214.57 Unrealized +18.9%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.70 Unrealized +77.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized +13.6%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +1.9%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized +16.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized +41.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +46.9%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +68.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 78 Est. Cost $19.00 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized +56.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.00 Unrealized +36.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized +32.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.87 Unrealized +43.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +73.4%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $224.01 Unrealized +27.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +19.6%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.27 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized +33.7%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +17.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.69 Unrealized +16.3%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized +21.1%
KHOSLA VENTURES ACQUSTN CO II COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.07 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.74 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +9.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +44.6%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +31.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.58 Unrealized +6.3%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.55 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $312.48 Unrealized +16.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +49.8%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized +26.5%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +14.9%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +14.9%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.35 Unrealized -3.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.51 Unrealized +24.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +28.1%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.00 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +41.9%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +57.3%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized +44.3%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $396.56 Unrealized +2.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $247.58 Unrealized -0.2%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +25.7%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.63 Unrealized +24.4%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +19.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized +25.3%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +8.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.23 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.07 Unrealized +26.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +40.7%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.95 Unrealized +37.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +33.2%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized -10.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.52 Unrealized +14.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.47 Unrealized +5.6%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $178.40 Unrealized -6.5%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.06 Unrealized +31.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +16.5%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.91 Unrealized -4.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +20.9%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +39.8%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +72.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $259.08 Unrealized +26.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +14.1%
DISCOVERY INC COM SER C 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.18 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized -0.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +39.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +0.8%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.32 Unrealized +25.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +45.2%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.01 Unrealized +42.5%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.62 Unrealized +26.7%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $59.63 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -6.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.87 Unrealized +26.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.41 Unrealized +29.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized +7.1%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -48.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $16.11 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized -1.4%
KORRO BIO INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $9.25 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized +4.5%
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.37 Unrealized +84.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.00 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized -14.4%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +83.7%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.38 Unrealized +155.5%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized