Breakwater Investment Management Diversified Active

CIK: 0002025925 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 3, 2025

Total Value ($000): $271,215 (100.0% shares, 0.0% debt)

Holdings (530)

VTI VANGUARD INDEX FDS 14.5%
Value ($000) $39,376 Shares 119,986 Est. Cost $260.53 Unrealized
SCHB SCHWAB STRATEGIC TR 8.4%
Value ($000) $22,810 Shares 887,200 Est. Cost $35.62 Unrealized
VXUS VANGUARD STAR FDS 6.5%
Value ($000) $17,512 Shares 238,393 Est. Cost $60.38 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $14,304 Shares 27,617 Est. Cost $399.26 Unrealized +27.4%
BNDX VANGUARD CHARLOTTE FDS 4.4%
Value ($000) $11,915 Shares 240,901 Est. Cost $49.22 Unrealized
BND VANGUARD BD INDEX FDS 4.2%
Value ($000) $11,436 Shares 153,773 Est. Cost $72.77 Unrealized
SPTM SPDR SERIES TRUST 2.8%
Value ($000) $7,622 Shares 94,513 Est. Cost $65.21 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.5%
Value ($000) $6,678 Shares 93,569 Est. Cost $58.74 Unrealized
VCRB VANGUARD MALVERN FDS 2.4%
Value ($000) $6,493 Shares 82,809 Est. Cost $77.43 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $5,935 Shares 43,068 Est. Cost $110.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $5,873 Shares 108,391 Est. Cost $41.81 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $5,773 Shares 8,665 Est. Cost $523.09 Unrealized
VYM VANGUARD WHITEHALL FDS 2.1%
Value ($000) $5,733 Shares 40,672 Est. Cost $121.72 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $5,221 Shares 24,195 Est. Cost $183.49 Unrealized
MGK VANGUARD WORLD FD 1.9%
Value ($000) $5,020 Shares 12,474 Est. Cost $286.61 Unrealized
SCHF SCHWAB STRATEGIC TR 1.8%
Value ($000) $4,984 Shares 214,082 Est. Cost $28.93 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $4,667 Shares 21,257 Est. Cost $189.39 Unrealized +19.5%
MGV VANGUARD WORLD FD 1.6%
Value ($000) $4,362 Shares 31,669 Est. Cost $119.49 Unrealized
IAGG ISHARES TR 1.4%
Value ($000) $3,847 Shares 75,087 Est. Cost $50.26 Unrealized
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,765 Shares 137,926 Est. Cost $45.65 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,496 Shares 148,971 Est. Cost $34.28 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $3,320 Shares 56,421 Est. Cost $58.08 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.1%
Value ($000) $2,939 Shares 34,704 Est. Cost $70.11 Unrealized
SCHO SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,877 Shares 117,923 Est. Cost $39.28 Unrealized
SCCR SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,589 Shares 99,752 Est. Cost $25.86 Unrealized
SPDW SPDR INDEX SHS FDS 0.9%
Value ($000) $2,564 Shares 59,912 Est. Cost $36.05 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,491 Shares 74,643 Est. Cost $25.48 Unrealized
GII SPDR INDEX SHS FDS 0.8%
Value ($000) $2,151 Shares 30,914 Est. Cost $54.63 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.8%
Value ($000) $2,068 Shares 30,912 Est. Cost $64.12 Unrealized
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $2,028 Shares 22,183 Est. Cost $86.48 Unrealized
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,972 Shares 73,156 Est. Cost $35.71 Unrealized
EUHY ISHARES INC 0.6%
Value ($000) $1,649 Shares 29,657 Est. Cost $49.42 Unrealized
SPAB SPDR SERIES TRUST 0.6%
Value ($000) $1,603 Shares 62,025 Est. Cost $25.25 Unrealized
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,589 Shares 60,321 Est. Cost $35.53 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,575 Shares 3,284 Est. Cost $345.63 Unrealized
MGC VANGUARD WORLD FD 0.6%
Value ($000) $1,532 Shares 6,278 Est. Cost $196.53 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $1,483 Shares 29,290 Est. Cost $48.04 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,476 Shares 21,206 Est. Cost $59.16 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,417 Shares 17,753 Est. Cost $72.95 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,325 Shares 14,788 Est. Cost $81.53 Unrealized
SCHH SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,261 Shares 58,481 Est. Cost $20.42 Unrealized
STIP ISHARES TR 0.5%
Value ($000) $1,241 Shares 12,003 Est. Cost $99.56 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,221 Shares 20,334 Est. Cost $59.32 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,210 Shares 25,338 Est. Cost $42.19 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,192 Shares 19,899 Est. Cost $50.29 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,144 Shares 14,600 Est. Cost $77.54 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $1,107 Shares 22,107 Est. Cost $50.09 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,050 Shares 2,953 Est. Cost $238.96 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,028 Shares 4,228 Est. Cost $142.47 Unrealized +46.8%
SCMB SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,025 Shares 40,006 Est. Cost $25.51 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $1,010 Shares 3,280 Est. Cost $243.36 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $957 Shares 5,130 Est. Cost $170.77 Unrealized
VOTE TCW ETF TRUST 0.3%
Value ($000) $894 Shares 11,387 Est. Cost $61.53 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $885 Shares 8,315 Est. Cost $106.52 Unrealized
SPTS SPDR SERIES TRUST 0.3%
Value ($000) $775 Shares 26,431 Est. Cost $28.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $641 Shares 2,273 Est. Cost $208.25 Unrealized
PIT VANECK ETF TRUST 0.2%
Value ($000) $631 Shares 11,509 Est. Cost $51.39 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $526 Shares 6,664 Est. Cost $76.67 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $508 Shares 6,501 Est. Cost $77.80 Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $480 Shares 15,857 Est. Cost $29.77 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $446 Shares 597 Est. Cost $524.34 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $445 Shares 8,219 Est. Cost $51.55 Unrealized
AAXJ ISHARES TR 0.2%
Value ($000) $434 Shares 4,761 Est. Cost $67.75 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $410 Shares 1,612 Est. Cost $182.33 Unrealized +23.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $382 Shares 2,092 Est. Cost $34.84 Unrealized +365.2%
IWM ISHARES TR 0.1%
Value ($000) $364 Shares 1,504 Est. Cost $210.30 Unrealized
SPBO SPDR SERIES TRUST 0.1%
Value ($000) $360 Shares 12,153 Est. Cost $28.71 Unrealized
WOOD ISHARES TR 0.1%
Value ($000) $352 Shares 4,792 Est. Cost $84.38 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $322 Shares 438 Est. Cost $454.85 Unrealized +63.4%
IVV ISHARES TR 0.1%
Value ($000) $301 Shares 449 Est. Cost $525.73 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $300 Shares 1,232 Est. Cost $146.59 Unrealized +43.2%
JIVE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $289 Shares 3,829 Est. Cost $72.02 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $288 Shares 3,027 Est. Cost $92.26 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $281 Shares 3,162 Est. Cost $82.75 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $253 Shares 5,600 Est. Cost $38.47 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $244 Shares 1,307 Est. Cost $108.75 Unrealized +60.3%
IOO ISHARES TR 0.1%
Value ($000) $239 Shares 1,990 Est. Cost $90.20 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $230 Shares 8,943 Est. Cost $37.59 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $229 Shares 4,883 Est. Cost $36.19 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $226 Shares 380 Est. Cost $556.40 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $226 Shares 2,887 Est. Cost $62.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $221 Shares 2,764 Est. Cost $77.66 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $220 Shares 1,548 Est. Cost $123.18 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $217 Shares 731 Est. Cost $244.15 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $202 Shares 452 Est. Cost $377.87 Unrealized +27.0%
WMT WALMART INC 0.1%
Value ($000) $202 Shares 1,961 Est. Cost $56.04 Unrealized +77.1%
GRMN GARMIN LTD 0.1%
Value ($000) $195 Shares 792 Est. Cost $127.62 Unrealized +79.5%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $194 Shares 8,457 Est. Cost $21.75 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $193 Shares 758 Est. Cost $228.59 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $192 Shares 3,601 Est. Cost $41.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $191 Shares 2,268 Est. Cost $80.45 Unrealized
XHB SPDR SERIES TRUST 0.1%
Value ($000) $191 Shares 1,720 Est. Cost $111.82 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $184 Shares 2,099 Est. Cost $76.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $175 Shares 360 Est. Cost $557.71 Unrealized -16.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $163 Shares 1,450 Est. Cost $98.46 Unrealized +11.4%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $161 Shares 2,830 Est. Cost $59.24 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $143 Shares 3,329 Est. Cost $35.18 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $142 Shares 5,388 Est. Cost $38.25 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $138 Shares 2,011 Est. Cost $47.21 Unrealized +42.7%
AGGY WISDOMTREE TR 0.0%
Value ($000) $136 Shares 3,061 Est. Cost $42.96 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $134 Shares 219 Est. Cost $480.70 Unrealized
IXJ ISHARES TR 0.0%
Value ($000) $131 Shares 1,478 Est. Cost $93.15 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $128 Shares 261 Est. Cost $390.78 Unrealized +30.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $125 Shares 208 Est. Cost $444.01 Unrealized
REET ISHARES TR 0.0%
Value ($000) $125 Shares 4,879 Est. Cost $23.42 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $123 Shares 2,385 Est. Cost $33.23 Unrealized +45.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $120 Shares 1,416 Est. Cost $88.61 Unrealized -0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $119 Shares 404 Est. Cost $253.16 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $114 Shares 2,700 Est. Cost $38.39 Unrealized +19.9%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $108 Shares 4,296 Est. Cost $36.65 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $108 Shares 1,480 Est. Cost $63.21 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $104 Shares 1,033 Est. Cost $98.10 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $102 Shares 394 Est. Cost $197.06 Unrealized +37.1%
HD HOME DEPOT INC 0.0%
Value ($000) $102 Shares 252 Est. Cost $348.54 Unrealized +11.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $101 Shares 178 Est. Cost $458.03 Unrealized +25.2%
EBND SPDR SERIES TRUST 0.0%
Value ($000) $100 Shares 4,660 Est. Cost $20.50 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $99 Shares 1,063 Est. Cost $81.56 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $99 Shares 280 Est. Cost $551.62 Unrealized -35.0%
SPTB SPDR SERIES TRUST 0.0%
Value ($000) $97 Shares 3,183 Est. Cost $30.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $95 Shares 502 Est. Cost $170.14 Unrealized
SCYB SCHWAB STRATEGIC TR 0.0%
Value ($000) $94 Shares 3,503 Est. Cost $38.50 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $92 Shares 365 Est. Cost $222.88 Unrealized +9.6%
VTEC VANGUARD CALIF TAX FREE FDS 0.0%
Value ($000) $85 Shares 851 Est. Cost $99.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $81 Shares 480 Est. Cost $129.80 Unrealized +36.9%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $81 Shares 2,236 Est. Cost $27.76 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $79 Shares 226 Est. Cost $278.76 Unrealized +23.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $78 Shares 84 Est. Cost $715.68 Unrealized +33.7%
ORCL ORACLE CORP 0.0%
Value ($000) $78 Shares 276 Est. Cost $115.95 Unrealized +119.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $77 Shares 530 Est. Cost $95.97 Unrealized +37.8%
BA BOEING CO 0.0%
Value ($000) $76 Shares 351 Est. Cost $205.48 Unrealized +9.7%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 2,550 Est. Cost $45.62 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $75 Shares 910 Est. Cost $67.86 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $75 Shares 1,155 Est. Cost $53.39 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $73 Shares 1,591 Est. Cost $34.35 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $73 Shares 654 Est. Cost $107.41 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $72 Shares 462 Est. Cost $139.27 Unrealized +9.3%
OMER OMEROS CORP 0.0%
Value ($000) $70 Shares 17,048 Est. Cost $3.80 Unrealized +4.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $68 Shares 343 Est. Cost $241.47 Unrealized -17.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $67 Shares 323 Est. Cost $189.44 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $65 Shares 782 Est. Cost $81.78 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value ($000) $65 Shares 2,807 Est. Cost $21.97 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $64 Shares 442 Est. Cost $128.62 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $64 Shares 233 Est. Cost $207.94 Unrealized +30.0%
MRK MERCK & CO INC 0.0%
Value ($000) $64 Shares 759 Est. Cost $115.77 Unrealized -30.0%
AVGO BROADCOM INC 0.0%
Value ($000) $62 Shares 188 Est. Cost $176.88 Unrealized +72.9%
EWY ISHARES INC 0.0%
Value ($000) $61 Shares 763 Est. Cost $67.11 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $60 Shares 185 Est. Cost $224.99 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $60 Shares 463 Est. Cost $118.29 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $59 Shares 935 Est. Cost $49.24 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $58 Shares 895 Est. Cost $58.37 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $58 Shares 234 Est. Cost $354.76 Unrealized -26.5%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $57 Shares 370 Est. Cost $149.99 Unrealized +3.3%
ARKW ARK ETF TR 0.0%
Value ($000) $52 Shares 300 Est. Cost $83.30 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 176 Est. Cost $251.46 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $52 Shares 1,005 Est. Cost $42.81 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $51 Shares 369 Est. Cost $147.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $50 Shares 101 Est. Cost $416.23 Unrealized +7.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $49 Shares 233 Est. Cost $181.55 Unrealized +14.1%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $48 Shares 2,230 Est. Cost $20.46 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $45 Shares 519 Est. Cost $70.28 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $41 Shares 131 Est. Cost $183.40 Unrealized +61.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $41 Shares 221 Est. Cost $150.24 Unrealized +12.8%
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $41 Shares 1,463 Est. Cost $25.10 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $40 Shares 245 Est. Cost $117.21 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $39 Shares 1,404 Est. Cost $31.57 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $38 Shares 226 Est. Cost $88.62 Unrealized +74.1%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 1,174 Est. Cost $39.49 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $37 Shares 464 Est. Cost $71.35 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $36 Shares 528 Est. Cost $58.99 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $36 Shares 577 Est. Cost $51.06 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $35 Shares 570 Est. Cost $57.70 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 774 Est. Cost $43.11 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $35 Shares 400 Est. Cost $50.08 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $33 Shares 126 Est. Cost $247.80 Unrealized +3.8%
ACWI ISHARES TR 0.0%
Value ($000) $32 Shares 232 Est. Cost $110.13 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $31 Shares 83 Est. Cost $300.08 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $31 Shares 86 Est. Cost $288.03 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $31 Shares 275 Est. Cost $100.10 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 424 Est. Cost $66.57 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $30 Shares 546 Est. Cost $47.60 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $29 Shares 708 Est. Cost $24.07 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $29 Shares 38 Est. Cost $707.72 Unrealized +4.9%
TUR ISHARES INC 0.0%
Value ($000) $29 Shares 838 Est. Cost $35.94 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $28 Shares 237 Est. Cost $93.19 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $28 Shares 590 Est. Cost $46.28 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $27 Shares 621 Est. Cost $43.56 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 587 Est. Cost $35.87 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $25 Shares 376 Est. Cost $56.70 Unrealized +19.8%
IXP ISHARES TR 0.0%
Value ($000) $25 Shares 201 Est. Cost $84.14 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $25 Shares 115 Est. Cost $204.15 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 135 Est. Cost $165.06 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $22 Shares 94 Est. Cost $172.62 Unrealized +17.0%
DWMF WISDOMTREE TR 0.0%
Value ($000) $21 Shares 657 Est. Cost $28.31 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $21 Shares 68 Est. Cost $279.38 Unrealized +7.9%
VCRM VANGUARD MUN BD FDS 0.0%
Value ($000) $20 Shares 271 Est. Cost $75.25 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $20 Shares 333 Est. Cost $54.90 Unrealized +5.2%
V VISA INC 0.0%
Value ($000) $19 Shares 56 Est. Cost $274.96 Unrealized +25.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 Shares 68 Est. Cost $205.10 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $18 Shares 152 Est. Cost $115.82 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $18 Shares 128 Est. Cost $100.88 Unrealized +33.7%
IEMG ISHARES INC 0.0%
Value ($000) $17 Shares 253 Est. Cost $52.76 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $16 Shares 253 Est. Cost $39.14 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $16 Shares 136 Est. Cost $110.52 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $16 Shares 316 Est. Cost $50.44 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $16 Shares 555 Est. Cost $28.44 Unrealized
EWN ISHARES INC 0.0%
Value ($000) $16 Shares 275 Est. Cost $49.48 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $15 Shares 109 Est. Cost $156.03 Unrealized -10.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $15 Shares 32 Est. Cost $318.21 Unrealized +33.7%
OEF ISHARES TR 0.0%
Value ($000) $15 Shares 45 Est. Cost $247.42 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $15 Shares 178 Est. Cost $58.31 Unrealized +38.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $14 Shares 76 Est. Cost $163.48 Unrealized +18.2%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 65 Est. Cost $204.43 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 477 Est. Cost $26.23 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $13 Shares 191 Est. Cost $69.35 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $13 Shares 118 Est. Cost $83.21 Unrealized +26.5%
IGE ISHARES TR 0.0%
Value ($000) $13 Shares 255 Est. Cost $44.99 Unrealized
JPXN ISHARES TR 0.0%
Value ($000) $12 Shares 146 Est. Cost $74.98 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $12 Shares 235 Est. Cost $51.59 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $12 Shares 242 Est. Cost $38.28 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $12 Shares 183 Est. Cost $66.32 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $12 Shares 766 Est. Cost $13.98 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $11 Shares 119 Est. Cost $92.42 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $11 Shares 2 Est. Cost $5563.60 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 135 Est. Cost $59.54 Unrealized +21.3%
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 406 Est. Cost $36.35 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 335 Est. Cost $27.88 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 331 Est. Cost $23.05 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 88 Est. Cost $73.16 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $9 Shares 63 Est. Cost $137.22 Unrealized
ISHARES TR 0.0%
Value ($000) $9 Shares 387 Est. Cost $23.37 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $9 Shares 160 Est. Cost $57.69 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $9 Shares 102 Est. Cost $87.24 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 145 Est. Cost $54.96 Unrealized +23.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $8 Shares 267 Est. Cost $40.63 Unrealized -18.4%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 252 Est. Cost $34.56 Unrealized
IBND SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 248 Est. Cost $29.11 Unrealized
EWD ISHARES INC 0.0%
Value ($000) $8 Shares 169 Est. Cost $39.96 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $8 Shares 55 Est. Cost $129.35 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $8 Shares 67 Est. Cost $104.18 Unrealized +12.3%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $7 Shares 170 Est. Cost $35.15 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $51.93 Unrealized +98.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 112 Est. Cost $68.12 Unrealized -6.9%
SHEL SHELL PLC 0.0%
Value ($000) $7 Shares 96 Est. Cost $67.04 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 145 Est. Cost $39.46 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 456 Est. Cost $12.58 Unrealized +6.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 72 Est. Cost $89.54 Unrealized +0.7%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $6 Shares 128 Est. Cost $37.41 Unrealized +48.7%
TSLA TESLA INC 0.0%
Value ($000) $6 Shares 14 Est. Cost $314.38 Unrealized +10.3%
F FORD MTR CO 0.0%
Value ($000) $6 Shares 514 Est. Cost $10.75 Unrealized +5.4%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $6 Shares 108 Est. Cost $59.55 Unrealized +5.8%
IXC ISHARES TR 0.0%
Value ($000) $6 Shares 138 Est. Cost $42.95 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $6 Shares 12 Est. Cost $466.61 Unrealized +0.9%
IWN ISHARES TR 0.0%
Value ($000) $5 Shares 31 Est. Cost $164.19 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $5 Shares 215 Est. Cost $24.60 Unrealized -1.9%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 34 Est. Cost $146.45 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $5 Shares 214 Est. Cost $31.92 Unrealized -21.1%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 92 Est. Cost $56.35 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 90 Est. Cost $54.70 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $56.56 Unrealized
EZA ISHARES INC 0.0%
Value ($000) $5 Shares 72 Est. Cost $39.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $342.79 Unrealized -12.8%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 85 Est. Cost $45.04 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $594.66 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $338.79 Unrealized +7.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $213.78 Unrealized +26.9%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 82 Est. Cost $39.54 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $3 Shares 12 Est. Cost $252.54 Unrealized +9.0%
WS WORTHINGTON STL INC 0.0%
Value ($000) $3 Shares 108 Est. Cost $30.33 Unrealized +5.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3 Shares 13 Est. Cost $217.60 Unrealized +6.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.20 Unrealized 0.0%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $31.34 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.56 Unrealized 0.0%
EWI ISHARES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $37.72 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $219.88 Unrealized +20.9%
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $122.05 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $37.77 Unrealized +12.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $92.45 Unrealized +8.7%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $181.87 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $276.03 Unrealized 0.0%
EWS ISHARES INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $18.36 Unrealized
INTU INTUIT 0.0%
Value ($000) $2 Shares 3 Est. Cost $660.65 Unrealized +8.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $243.38 Unrealized -35.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $2 Shares 28 Est. Cost $41.61 Unrealized +50.9%
BKKT BAKKT HOLDINGS INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $13.76 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $180.39 Unrealized +0.2%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $151.51 Unrealized +23.3%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $64.76 Unrealized +45.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $280.30 Unrealized +11.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $203.83 Unrealized +17.2%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 26 Est. Cost $51.15 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $185.53 Unrealized +26.7%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $278.89 Unrealized +9.3%
GE GE AEROSPACE 0.0%
Value ($000) $1 Shares 4 Est. Cost $272.69 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $191.02 Unrealized +25.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1 Shares 5 Est. Cost $223.02 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $161.38 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $259.55 Unrealized 0.0%
SHV ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $110.60 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $81.49 Unrealized -4.1%
ABT ABBOTT LABS 0.0%
Value ($000) $1 Shares 8 Est. Cost $130.61 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $14.51 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $316.55 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.07 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $165.18 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $387.39 Unrealized +23.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $888.48 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $285.15 Unrealized -11.8%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $808.07 Unrealized 0.0%
GHYB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.25 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.20 Unrealized 0.0%
APTV APTIV PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $61.22 Unrealized +23.2%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $81.60 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.23 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $734.84 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $347.85 Unrealized -16.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $735.10 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.93 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $1 Shares 9 Est. Cost $78.61 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $64.97 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $163.67 Unrealized -8.0%
INSM INSMED INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.51 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $461.14 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.05 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1 Shares 3 Est. Cost $169.71 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $80.88 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.09 Unrealized 0.0%
EVR EVERCORE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $312.02 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.39 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.82 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $105.52 Unrealized 0.0%
TE T1 ENERGY INC 0.0%
Value ($000) $1 Shares 303 Est. Cost $1.59 Unrealized 0.0%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.03 Unrealized 0.0%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $313.03 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $1 Shares 2 Est. Cost $308.14 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.15 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $200.20 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $606.98 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.73 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $257.06 Unrealized 0.0%
FORM FORMFACTOR INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $32.19 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.40 Unrealized 0.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $283.25 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.01 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $605.52 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $142.18 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $563.27 Unrealized 0.0%
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.83 Unrealized 0.0%
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $39.15 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $165.25 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.82 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.75 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $105.61 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $61.42 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.78 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.71 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.88 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $138.06 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.52 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.54 Unrealized 0.0%
DIV GLOBAL X FDS 0.0%
Value ($000) $1 Shares 33 Est. Cost $17.39 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $128.77 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $191.17 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $174.47 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $281.51 Unrealized 0.0%
CPAY CORPAY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $1 Shares 2 Est. Cost $293.19 Unrealized 0.0%
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.59 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.29 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $562.63 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $173.36 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $71.34 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $169.06 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $183.47 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.19 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $564.28 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $230.65 Unrealized -20.2%
BIIB BIOGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.17 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $66.33 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.19 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.03 Unrealized 0.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.89 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.28 Unrealized 0.0%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.52 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $109.09 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $58.31 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.55 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $56.92 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 6 Est. Cost $87.96 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $31.14 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 4 Est. Cost $126.39 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $89.67 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.35 Unrealized 0.0%
DASH DOORDASH INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $250.83 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.52 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $1 Shares 6 Est. Cost $79.82 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.94 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.42 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.18 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $163.41 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.35 Unrealized 0.0%
LII LENNOX INTL INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $581.04 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $123.78 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $56.61 Unrealized 0.0%
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $1 Shares 30 Est. Cost $19.00 Unrealized 0.0%
CADE CADENCE BANK 0.0%
Value ($000) $1 Shares 14 Est. Cost $35.60 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $242.79 Unrealized 0.0%
IOT SAMSARA INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $37.14 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $98.57 Unrealized 0.0%
ACM AECOM 0.0%
Value ($000) $1 Shares 4 Est. Cost $120.14 Unrealized 0.0%
NTNX NUTANIX INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $73.39 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $261.21 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.04 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.74 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $103.23 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.02 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $164.67 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $26.14 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 Shares 2 Est. Cost $236.70 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.94 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $15.72 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $24.85 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $250.41 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $120.55 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $169.47 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $160.05 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $1 Shares 64 Est. Cost $13.98 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $58.52 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $147.81 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 9 Est. Cost $56.83 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $156.63 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $123.58 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.44 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.34 Unrealized 0.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.48 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $157.20 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.04 Unrealized 0.0%
PBFS PIONEER BANCORP INC MD 0.0%
Value ($000) $0 Shares 38 Est. Cost $12.74 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $45.51 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $78.85 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.91 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $238.92 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $119.80 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $47.13 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $30.20 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $96.91 Unrealized 0.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $49.10 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $158.04 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $240.25 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 14 Est. Cost $33.63 Unrealized 0.0%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $32.06 Unrealized 0.0%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 30 Est. Cost $15.85 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $89.52 Unrealized -36.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $533.84 Unrealized 0.0%
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $0 Shares 31 Est. Cost $15.68 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $50.61 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $96.17 Unrealized 0.0%
NTRA NATERA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $158.20 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 14 Est. Cost $34.34 Unrealized 0.0%
APG API GROUP CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $34.90 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.29 Unrealized 0.0%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.36 Unrealized 0.0%
BFS SAUL CTRS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $31.93 Unrealized
HBT HBT FINL INC. 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.65 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $94.54 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.27 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $502.63 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $247.24 Unrealized 0.0%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $0 Shares 17 Est. Cost $27.76 Unrealized 0.0%
UMH UMH PPTYS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $14.88 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $72.16 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.15 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.28 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $154.70 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $79.11 Unrealized 0.0%
MCBS METROCITY BANKSHARES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $28.44 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $153.11 Unrealized 0.0%
AVPT AVEPOINT INC 0.0%
Value ($000) $0 Shares 31 Est. Cost $16.79 Unrealized 0.0%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.75 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $110.08 Unrealized 0.0%
OLP ONE LIBERTY PPTYS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $22.14 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $24.42 Unrealized
FRPH FRP HLDGS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.99 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $227.43 Unrealized 0.0%
CCBG CAPITAL CITY BK GROUP INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.18 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $448.33 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $146.07 Unrealized 0.0%
FMBH FIRST MID ILL BANCSHARES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.41 Unrealized 0.0%
RLGT RADIANT LOGISTICS INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $6.16 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $214.74 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $224.73 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $117.95 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $13.71 Unrealized 0.0%
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.12 Unrealized 0.0%
BBSI BARRETT BUSINESS SVCS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.62 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $112.28 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.86 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.26 Unrealized 0.0%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.10 Unrealized 0.0%
RBA RB GLOBAL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $112.11 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.85 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.20 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.25 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $386.45 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $217.80 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.68 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.79 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.42 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $140.51 Unrealized 0.0%
PTC PTC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $203.90 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $204.01 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.32 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.41 Unrealized 0.0%
CORP PIMCO ETF TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.25 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $186.13 Unrealized +9.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $203.79 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $357.61 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.34 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $384.53 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $361.49 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.03 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.39 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost $332.02 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $313.31 Unrealized 0.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.03 Unrealized +13.1%
WIP SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.98 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $294.23 Unrealized -44.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $136.60 Unrealized -35.2%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.39 Unrealized +62.7%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.56 Unrealized +207.2%