Vermillion & White Wealth Management Group, LLC Diversified Active

CIK: 0001862443 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $135,230 (100.0% shares, 0.0% debt)

Holdings (353)

IVV ISHARES CORE S&P 500 ETF 15.2%
Value ($000) $20,569 Shares 35,659 Est. Cost $482.51 Unrealized
ROE ASTORIA US EQUAL WT QLT KINGS ETF 11.7%
Value ($000) $15,806 Shares 513,113 Est. Cost $26.00 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF 5.1%
Value ($000) $6,898 Shares 82,901 Est. Cost $73.32 Unrealized
SPIB SPDR INTRMDT TRM CRPRATEBND ETF 4.8%
Value ($000) $6,520 Shares 193,423 Est. Cost $32.82 Unrealized
SPTI SPDR PORT INTER TRM TRSRY ETF 4.4%
Value ($000) $5,985 Shares 205,959 Est. Cost $28.46 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 4.2%
Value ($000) $5,731 Shares 31,964 Est. Cost $165.17 Unrealized
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 3.5%
Value ($000) $4,709 Shares 148,175 Est. Cost $28.79 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 3.5%
Value ($000) $4,666 Shares 51,095 Est. Cost $87.63 Unrealized
PPI AXS ASTORIA INFLATION SENSITV ETF 3.0%
Value ($000) $4,060 Shares 261,812 Est. Cost $14.90 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 3.0%
Value ($000) $4,001 Shares 92,626 Est. Cost $42.37 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 2.5%
Value ($000) $3,421 Shares 91,091 Est. Cost $35.23 Unrealized
DGRE WSDMTR EMRGNG MKT QLT DIV GWTH ETF 2.1%
Value ($000) $2,859 Shares 103,041 Est. Cost $24.65 Unrealized
IHDG WISDOMTREE INTER HDG QLYDIV GRT ETF 2.0%
Value ($000) $2,765 Shares 60,495 Est. Cost $42.98 Unrealized
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 2.0%
Value ($000) $2,639 Shares 55,271 Est. Cost $47.01 Unrealized
DMBS DOUBLELINE MORTGAGE ETF 1.8%
Value ($000) $2,371 Shares 47,046 Est. Cost $50.39 Unrealized
LGLV SPDR SSGA US LG CP LW VLT INX ETF 1.5%
Value ($000) $2,075 Shares 12,260 Est. Cost $145.21 Unrealized
SPTL SPDR LONG TERM TREASURY ETF 1.4%
Value ($000) $1,921 Shares 66,080 Est. Cost $29.01 Unrealized
GLDM SPDR GOLD MINISHARES ETV 1.3%
Value ($000) $1,792 Shares 34,377 Est. Cost $41.03 Unrealized
ESGV VANGUARD ESG US STOCK ETF 1.3%
Value ($000) $1,732 Shares 17,034 Est. Cost $85.06 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,452 Shares 3,375 Est. Cost $361.19 Unrealized +17.1%
UPS UNITED PARCEL SVC INC CLASS B 1.1%
Value ($000) $1,430 Shares 10,488 Est. Cost $134.80 Unrealized -10.6%
AAPL APPLE INC 1.0%
Value ($000) $1,314 Shares 5,641 Est. Cost $182.81 Unrealized +21.4%
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 0.9%
Value ($000) $1,222 Shares 44,599 Est. Cost $24.12 Unrealized
INVSC BULLETSHAR 2024 CRPRT BND ETF 0.8%
Value ($000) $1,100 Shares 52,101 Est. Cost $20.97 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.8%
Value ($000) $1,038 Shares 44,276 Est. Cost $25.52 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.8%
Value ($000) $1,036 Shares 10,561 Est. Cost $97.66 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.7%
Value ($000) $999 Shares 17,366 Est. Cost $52.45 Unrealized
BSCR INVSC BULLETSHARES 2027 CRP BND ETF 0.7%
Value ($000) $978 Shares 49,610 Est. Cost $19.29 Unrealized
BSMO INVESCO BLETSHS 2024 MNPL BND ETF 0.7%
Value ($000) $967 Shares 38,981 Est. Cost $24.78 Unrealized
BSMR INVESCO BLETSHS 2027 MNPL BND ETF 0.7%
Value ($000) $924 Shares 39,007 Est. Cost $23.66 Unrealized
INVSC BULLETSHARES 2025 CRP BND ETF 0.6%
Value ($000) $758 Shares 36,698 Est. Cost $20.43 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $720 Shares 14,109 Est. Cost $34.82 Unrealized +30.8%
BSCQ INVSC BULLETSHARS 2026 CORP BND ETF 0.5%
Value ($000) $710 Shares 36,307 Est. Cost $19.21 Unrealized
INVESCO BLETSHS 2025 MNPL BND ETF 0.5%
Value ($000) $649 Shares 26,514 Est. Cost $24.34 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.4%
Value ($000) $593 Shares 5,507 Est. Cost $99.11 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $587 Shares 2,964 Est. Cost $170.40 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $572 Shares 3,068 Est. Cost $141.31 Unrealized +29.1%
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF 0.4%
Value ($000) $569 Shares 23,959 Est. Cost $23.56 Unrealized
TFLO ISHARES TREASURY FLOATNGRATE BD ETF 0.4%
Value ($000) $545 Shares 10,766 Est. Cost $50.57 Unrealized
MBB ISHARES MBS ETF 0.4%
Value ($000) $542 Shares 5,660 Est. Cost $93.61 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.4%
Value ($000) $534 Shares 3,950 Est. Cost $117.22 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.4%
Value ($000) $532 Shares 4,706 Est. Cost $110.58 Unrealized
TLH ISHARES 10-20 YEAR TSURYBOND ETF 0.3%
Value ($000) $459 Shares 4,202 Est. Cost $107.87 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $418 Shares 2,204 Est. Cost $124.75 Unrealized +38.6%
EMXC ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $387 Shares 6,335 Est. Cost $54.23 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $384 Shares 3,165 Est. Cost $83.71 Unrealized +31.2%
IUSB ISHARES TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $367 Shares 7,796 Est. Cost $46.07 Unrealized
CEG CONSTELLATION ENERGY COR 0.3%
Value ($000) $348 Shares 1,338 Est. Cost $115.14 Unrealized +71.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $341 Shares 2,700 Est. Cost $105.13 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.2%
Value ($000) $336 Shares 2,216 Est. Cost $132.85 Unrealized
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.2%
Value ($000) $331 Shares 6,284 Est. Cost $51.27 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.2%
Value ($000) $320 Shares 5,573 Est. Cost $51.59 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $271 Shares 2,450 Est. Cost $110.13 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $267 Shares 506 Est. Cost $446.78 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $242 Shares 3,105 Est. Cost $70.35 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $235 Shares 482 Est. Cost $476.74 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $232 Shares 397 Est. Cost $510.02 Unrealized +7.5%
PFE PFIZER INC 0.2%
Value ($000) $232 Shares 8,012 Est. Cost $26.40 Unrealized +1.1%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $227 Shares 2,369 Est. Cost $81.53 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $188 Shares 2,281 Est. Cost $68.46 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $185 Shares 709 Est. Cost $231.70 Unrealized -1.6%
QGRO AMERICAN CENTURY US QLT GRWT ETF 0.1%
Value ($000) $182 Shares 2,004 Est. Cost $84.94 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $182 Shares 3,331 Est. Cost $53.34 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $179 Shares 4,408 Est. Cost $35.51 Unrealized +0.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $179 Shares 1,524 Est. Cost $97.59 Unrealized +12.7%
ORCL ORACLE CORP 0.1%
Value ($000) $177 Shares 1,040 Est. Cost $106.71 Unrealized +34.1%
DYNF BLACKROCK US EQY FCTR ROTN ETF 0.1%
Value ($000) $165 Shares 3,340 Est. Cost $48.48 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $161 Shares 1,457 Est. Cost $107.86 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $161 Shares 5,836 Est. Cost $26.55 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.1%
Value ($000) $154 Shares 21,465 Est. Cost $7.22 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $149 Shares 1,051 Est. Cost $124.97 Unrealized
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $145 Shares 3,171 Est. Cost $39.19 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $126 Shares 2,114 Est. Cost $57.22 Unrealized
SPGP INVESCO S AND P 500 GARPETF 0.1%
Value ($000) $125 Shares 1,195 Est. Cost $106.53 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $125 Shares 3,640 Est. Cost $32.15 Unrealized
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.1%
Value ($000) $125 Shares 1,969 Est. Cost $59.28 Unrealized
QQQE DIREXION NASDAQ 100 EQL WGHT IDX ETF 0.1%
Value ($000) $120 Shares 1,334 Est. Cost $89.20 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $117 Shares 1,326 Est. Cost $77.73 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $115 Shares 1,533 Est. Cost $73.54 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.1%
Value ($000) $111 Shares 1,338 Est. Cost $65.06 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.1%
Value ($000) $111 Shares 3,661 Est. Cost $27.72 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $105 Shares 444 Est. Cost $228.59 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $104 Shares 738 Est. Cost $112.40 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $103 Shares 2,264 Est. Cost $43.04 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $102 Shares 870 Est. Cost $101.99 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $97 Shares 398 Est. Cost $209.44 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $95 Shares 234 Est. Cost $293.72 Unrealized +20.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $94 Shares 865 Est. Cost $107.57 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $91 Shares 519 Est. Cost $154.61 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $90 Shares 1,085 Est. Cost $82.04 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $90 Shares 1,885 Est. Cost $41.95 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $90 Shares 700 Est. Cost $111.63 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $88 Shares 1,640 Est. Cost $36.81 Unrealized +31.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $87 Shares 713 Est. Cost $95.58 Unrealized +23.5%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.1%
Value ($000) $86 Shares 1,372 Est. Cost $55.64 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $84 Shares 1,168 Est. Cost $53.26 Unrealized +23.3%
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $81 Shares 141 Est. Cost $323.40 Unrealized +58.4%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $80 Shares 480 Est. Cost $134.68 Unrealized +24.9%
CMCSA COMCAST CORP NEW CLASS A 0.1%
Value ($000) $78 Shares 1,856 Est. Cost $38.50 Unrealized -1.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $77 Shares 2,172 Est. Cost $33.59 Unrealized
MMM 3M CO 0.1%
Value ($000) $75 Shares 549 Est. Cost $75.54 Unrealized +57.7%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $74 Shares 430 Est. Cost $140.61 Unrealized +16.8%
BTAL AGF US MKT NEUTRL ANTI BETA ETF 0.1%
Value ($000) $74 Shares 3,751 Est. Cost $16.95 Unrealized
NEAR BLACKROCK SHORT DURATN BND ETF 0.1%
Value ($000) $74 Shares 1,435 Est. Cost $50.51 Unrealized
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 0.1%
Value ($000) $73 Shares 2,594 Est. Cost $26.82 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $71 Shares 789 Est. Cost $63.75 Unrealized +28.0%
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.1%
Value ($000) $69 Shares 1,593 Est. Cost $42.22 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.0%
Value ($000) $67 Shares 1,216 Est. Cost $55.50 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $66 Shares 432 Est. Cost $102.08 Unrealized +30.9%
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $65 Shares 1,410 Est. Cost $45.46 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $64 Shares 242 Est. Cost $232.64 Unrealized
BSCS INVESCO BULLETSHARS 2028CORP BD ETF 0.0%
Value ($000) $64 Shares 3,103 Est. Cost $20.07 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $63 Shares 748 Est. Cost $80.63 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $63 Shares 284 Est. Cost $197.19 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $63 Shares 2,287 Est. Cost $26.62 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $62 Shares 643 Est. Cost $86.20 Unrealized +5.1%
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $61 Shares 1,322 Est. Cost $44.12 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.0%
Value ($000) $59 Shares 362 Est. Cost $156.43 Unrealized -2.9%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $59 Shares 909 Est. Cost $56.12 Unrealized +15.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $57 Shares 124 Est. Cost $350.99 Unrealized +26.0%
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $57 Shares 408 Est. Cost $125.14 Unrealized
VTC VANGUARD TOTAL CORPORATEBOND ETF IV 0.0%
Value ($000) $56 Shares 705 Est. Cost $76.62 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $55 Shares 254 Est. Cost $189.48 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $49 Shares 234 Est. Cost $144.89 Unrealized +41.5%
WMT WALMART INC 0.0%
Value ($000) $48 Shares 600 Est. Cost $54.58 Unrealized +32.8%
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF 0.0%
Value ($000) $48 Shares 908 Est. Cost $52.76 Unrealized
VGIT VANGUARD INTRMDIAT TRM TRSRY ETF 0.0%
Value ($000) $48 Shares 795 Est. Cost $58.55 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.0%
Value ($000) $48 Shares 936 Est. Cost $51.00 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $48 Shares 83 Est. Cost $475.31 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 6,000 Est. Cost $7.95 Unrealized -8.5%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $47 Shares 1,655 Est. Cost $26.57 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLCLASS A 0.0%
Value ($000) $47 Shares 609 Est. Cost $66.72 Unrealized +9.2%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.0%
Value ($000) $43 Shares 808 Est. Cost $53.41 Unrealized
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $43 Shares 343 Est. Cost $105.81 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $42 Shares 153 Est. Cost $242.67 Unrealized +10.3%
HYSR SUNHYDROGEN INC 0.0%
Value ($000) $42 Shares 1,500,000 Est. Cost $0.01 Unrealized +37.3%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $42 Shares 688 Est. Cost $57.05 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $41 Shares 201 Est. Cost $172.33 Unrealized +9.3%
ESGE ISHARES ESG AWARE MSCI EM ETF IV 0.0%
Value ($000) $41 Shares 1,132 Est. Cost $32.06 Unrealized
SLQD ISHRS 0-5 YEAR INV GRD CRPRAT ETF 0.0%
Value ($000) $41 Shares 815 Est. Cost $49.20 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $39 Shares 933 Est. Cost $42.04 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $39 Shares 1,373 Est. Cost $260.19 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $39 Shares 8,250 Est. Cost $3.97 Unrealized -1.1%
USO UNITED STATES OIL ETF 0.0%
Value ($000) $38 Shares 549 Est. Cost $66.65 Unrealized
DOW DOW INC 0.0%
Value ($000) $38 Shares 695 Est. Cost $44.66 Unrealized +7.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $70.40 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $37 Shares 750 Est. Cost $35.90 Unrealized +23.2%
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $37 Shares 690 Est. Cost $52.00 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $37 Shares 228 Est. Cost $147.82 Unrealized +3.3%
F FORD MTR CO DEL 0.0%
Value ($000) $37 Shares 3,498 Est. Cost $9.63 Unrealized +8.4%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $36 Shares 218 Est. Cost $133.35 Unrealized +25.0%
VZ VERIZON COMMUNICATIONS I 0.0%
Value ($000) $36 Shares 799 Est. Cost $31.19 Unrealized +23.1%
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.24 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $35 Shares 128 Est. Cost $156.99 Unrealized +56.1%
VEEV VEEVA SYS INC CLASS A 0.0%
Value ($000) $35 Shares 165 Est. Cost $188.42 Unrealized +4.9%
ABBV ABBVIE INC 0.0%
Value ($000) $35 Shares 175 Est. Cost $136.27 Unrealized +31.1%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $34 Shares 130 Est. Cost $218.15 Unrealized
IGHG PROSHARES INVT GD INT RAT HED ETF 0.0%
Value ($000) $33 Shares 428 Est. Cost $77.02 Unrealized
DFGX DIMENSIONAL GBL EX US CRE FXD ETF 0.0%
Value ($000) $32 Shares 599 Est. Cost $52.89 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $32 Shares 300 Est. Cost $103.07 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $32 Shares 510 Est. Cost $58.65 Unrealized
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 0.0%
Value ($000) $32 Shares 894 Est. Cost $35.44 Unrealized
DBEF XTRACKERS MSCI EAFE HDGDEQY ETF 0.0%
Value ($000) $30 Shares 708 Est. Cost $36.98 Unrealized
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $28 Shares 455 Est. Cost $110.68 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $28 Shares 335 Est. Cost $53.46 Unrealized +40.0%
MRK MERCK & CO. INC. 0.0%
Value ($000) $28 Shares 248 Est. Cost $96.81 Unrealized +16.7%
COMT ISHR ETF GSCI CMD DYN STR ETF 0.0%
Value ($000) $27 Shares 1,051 Est. Cost $25.83 Unrealized
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 0.0%
Value ($000) $26 Shares 911 Est. Cost $26.00 Unrealized
VRP INVSC VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $24 Shares 997 Est. Cost $23.77 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.0%
Value ($000) $24 Shares 333 Est. Cost $50.70 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $24 Shares 121 Est. Cost $186.81 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $23 Shares 438 Est. Cost $51.63 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $23 Shares 693 Est. Cost $31.19 Unrealized
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $22 Shares 359 Est. Cost $56.98 Unrealized
T AT&T INC 0.0%
Value ($000) $22 Shares 988 Est. Cost $14.21 Unrealized +32.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $21 Shares 340 Est. Cost $65.40 Unrealized -15.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $21 Shares 498 Est. Cost $28.22 Unrealized +40.3%
LXRX LEXICON PHARMACEUTICALS 0.0%
Value ($000) $21 Shares 13,415 Est. Cost $2.12 Unrealized -16.0%
DGCB DIMENSIONAL GLOBAL CREDIT ETF 0.0%
Value ($000) $21 Shares 380 Est. Cost $52.92 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $21 Shares 942 Est. Cost $15.44 Unrealized +28.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $20 Shares 1,797 Est. Cost $12.20 Unrealized -13.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $20 Shares 504 Est. Cost $27.72 Unrealized +39.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $20 Shares 293 Est. Cost $60.30 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $77.31 Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $19 Shares 236 Est. Cost $77.39 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $19 Shares 358 Est. Cost $46.52 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $18 Shares 307 Est. Cost $53.31 Unrealized
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $18 Shares 87 Est. Cost $157.21 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $17 Shares 19 Est. Cost $724.41 Unrealized +22.9%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $17 Shares 80 Est. Cost $115.70 Unrealized +78.7%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $17 Shares 1,337 Est. Cost $11.88 Unrealized
VXF VANGUARD EXTENDED MARKETETF 0.0%
Value ($000) $16 Shares 90 Est. Cost $165.77 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 315 Est. Cost $47.02 Unrealized -7.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $16 Shares 138 Est. Cost $107.98 Unrealized
IGPT INVESCO AI AD NEXT GEN SFTWE ETF 0.0%
Value ($000) $16 Shares 349 Est. Cost $45.63 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $75.24 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $16 Shares 30 Est. Cost $576.76 Unrealized -4.9%
IFRA ISHARES US INFRASTRUCTURE ETF 0.0%
Value ($000) $16 Shares 330 Est. Cost $43.86 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $71.72 Unrealized +29.7%
BA BOEING CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $213.87 Unrealized -19.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $15 Shares 26 Est. Cost $417.42 Unrealized +23.7%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $15 Shares 126 Est. Cost $102.08 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $71.67 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $15 Shares 79 Est. Cost $91.47 Unrealized +83.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $15 Shares 106 Est. Cost $106.01 Unrealized +17.4%
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.31 Unrealized +4.5%
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $15 Shares 374 Est. Cost $40.70 Unrealized -11.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $14 Shares 160 Est. Cost $29.01 Unrealized +13.7%
SSO PROSHARES ULTRA S&P 500 ETF 0.0%
Value ($000) $14 Shares 158 Est. Cost $65.07 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $14 Shares 45 Est. Cost $262.27 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $14 Shares 243 Est. Cost $40.17 Unrealized +27.4%
CRM SALESFORCE INC 0.0%
Value ($000) $14 Shares 51 Est. Cost $262.22 Unrealized -3.2%
VCIT VANGUARD INTERMEDIATE TERM COR ETF 0.0%
Value ($000) $13 Shares 160 Est. Cost $80.51 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.0%
Value ($000) $13 Shares 258 Est. Cost $48.67 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $13 Shares 209 Est. Cost $45.92 Unrealized +19.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 76 Est. Cost $118.34 Unrealized +44.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $165.25 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $12 Shares 117 Est. Cost $99.25 Unrealized
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.0%
Value ($000) $12 Shares 126 Est. Cost $92.56 Unrealized
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $11 Shares 191 Est. Cost $56.39 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $11 Shares 38 Est. Cost $250.71 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $11 Shares 90 Est. Cost $68.27 Unrealized +66.8%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $110.01 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $125.32 Unrealized
ICVT ISHARES CONVERTIBLE BONDETF 0.0%
Value ($000) $10 Shares 117 Est. Cost $79.28 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 159 Est. Cost $46.55 Unrealized +15.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 134 Est. Cost $60.70 Unrealized -0.9%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $9 Shares 134 Est. Cost $61.90 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $9 Shares 100 Est. Cost $102.99 Unrealized -26.2%
VIGI VANGUARD INTL DIVIDEND APRECTN ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $88.27 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $8 Shares 662 Est. Cost $8.69 Unrealized +24.5%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.90 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.12 Unrealized
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.54 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $7 Shares 96 Est. Cost $72.63 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 34 Est. Cost $163.59 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $7 Shares 22 Est. Cost $234.24 Unrealized +22.3%
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $7 Shares 102 Est. Cost $60.30 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $141.98 Unrealized +15.5%
DFGR DIMENSIONL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 222 Est. Cost $25.44 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $175.85 Unrealized +37.1%
NFLX NETFLIX INC 0.0%
Value ($000) $6 Shares 9 Est. Cost $43.65 Unrealized +53.2%
INTC INTEL CORP 0.0%
Value ($000) $6 Shares 271 Est. Cost $40.04 Unrealized -37.8%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $58.07 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $6 Shares 65 Est. Cost $132.16 Unrealized -34.7%
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $257.66 Unrealized +7.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $72.19 Unrealized +1.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $172.22 Unrealized +27.8%
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $6 Shares 24 Est. Cost $179.88 Unrealized +24.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $388.21 Unrealized +26.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $98.59 Unrealized +12.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $511.34 Unrealized +4.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $6 Shares 78 Est. Cost $52.28 Unrealized +20.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $5 Shares 103 Est. Cost $47.98 Unrealized -2.5%
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $255.10 Unrealized +22.8%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $5 Shares 11 Est. Cost $397.11 Unrealized +16.3%
SYK STRYKER CORP 0.0%
Value ($000) $5 Shares 15 Est. Cost $274.84 Unrealized +23.9%
VICI VICI PPTYS INC REIT 0.0%
Value ($000) $5 Shares 153 Est. Cost $29.15 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOF 0.0%
Value ($000) $5 Shares 32 Est. Cost $149.20 Unrealized +1.7%
SYY SYSCO CORP 0.0%
Value ($000) $5 Shares 63 Est. Cost $64.89 Unrealized +11.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 16 Est. Cost $258.68 Unrealized +3.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $158.10 Unrealized +21.2%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $68.28 Unrealized
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $4 Shares 74 Est. Cost $67.79 Unrealized -14.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $4 Shares 30 Est. Cost $137.80 Unrealized +1.6%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $119.35 Unrealized +6.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $106.55 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $4 Shares 25 Est. Cost $124.04 Unrealized +13.8%
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.30 Unrealized +21.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $73.62 Unrealized +41.2%
UAL UNITED AIRLINES HLDGS 0.0%
Value ($000) $4 Shares 70 Est. Cost $46.29 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 75 Est. Cost $42.88 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $4 Shares 31 Est. Cost $106.81 Unrealized +4.5%
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 0.0%
Value ($000) $4 Shares 92 Est. Cost $36.53 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATI ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $69.05 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $3 Shares 9 Est. Cost $344.22 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $64.87 Unrealized
IEF ISHARES 7-10 YEAR TRSURYBOND ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $96.40 Unrealized
MET METLIFE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.14 Unrealized +5.5%
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $34.38 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $53.98 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $883.63 Unrealized
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $3 Shares 36 Est. Cost $69.95 Unrealized +14.9%
ARTY ISHARES FUTURE AI AND TECH ETF 0.0%
Value ($000) $3 Shares 83 Est. Cost $34.51 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $94.00 Unrealized +42.5%
CCI CROWN CASTLE INC REIT 0.0%
Value ($000) $3 Shares 23 Est. Cost $89.76 Unrealized +13.6%
TCAF T ROWE PRICE CPTL APRCTNEQT ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $32.02 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $2 Shares 104 Est. Cost $24.95 Unrealized -5.7%
IAGG ISHARES INTERNTINL AGGRGT BND ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $49.79 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $2 Shares 384 Est. Cost $5.75 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.79 Unrealized +20.0%
RHI ROBERT HALF INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.48 Unrealized -20.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $280.77 Unrealized +19.3%
ROBO ROBO GBL RBOTCS AND AUTMATN INDX ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.09 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $83.42 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $45.30 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.47 Unrealized -2.1%
LE LANDS END INC NEW 0.0%
Value ($000) $2 Shares 87 Est. Cost $7.43 Unrealized +109.4%
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.85 Unrealized +39.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.61 Unrealized +28.2%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $41.35 Unrealized +43.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.19 Unrealized -10.2%
MARA MARA HLDGS INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.62 Unrealized +43.6%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.21 Unrealized +95.3%
FDMO FIDELITY MOMENTUM FACTORETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.35 Unrealized
ASO ACADEMY SPORTS & OUTDOOR 0.0%
Value ($000) $1 Shares 21 Est. Cost $49.75 Unrealized +8.2%
SONO SONOS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.49 Unrealized -5.9%
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.35 Unrealized
TRAW TRAWS PHARMA INC CLASS EQUITY 0.0%
Value ($000) $1 Shares 205 Est. Cost $9.11 Unrealized 0.0%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $264.25 Unrealized
SNAP SNAP INC CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -7.0%
DIVO AMPLIFY CWP ENHANCED DIVINM ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.31 Unrealized
SPLB SPDR LONG TERM CORPORATEBOND ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.77 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $1 Shares 137 Est. Cost $12.07 Unrealized -28.3%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.59 Unrealized +24.2%
RTX RTX CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.63 Unrealized +46.9%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.79 Unrealized -27.6%
SYNA SYNAPTICS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.25 Unrealized -19.2%
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.40 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.10 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $29.57 Unrealized
PSP INVSC GLOBAL LISTED PRIVATE EQ ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.00 Unrealized
XTWO BNDBLXX BLMBRG 2 YR TRG US TR ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.44 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.15 Unrealized +16.8%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.87 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.87 Unrealized +22.2%
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.70 Unrealized
SMOG VANECK LOW CARBON ENERGYETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.67 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.54 Unrealized -20.7%
HL HECLA MNG CO 0.0%
Value ($000) $1 Shares 90 Est. Cost $5.29 Unrealized +9.8%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $1 Shares 64 Est. Cost $7.69 Unrealized -3.3%
CALY TOPGOLF CALLAWAY BRANDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.85 Unrealized -2.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $12.33 Unrealized +60.0%
PGEN PRECIGEN INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $1.17 Unrealized +7.4%
SWBI SMITH & WESSON BRANDS IN 0.0%
Value ($000) $0 Shares 23 Est. Cost $13.77 Unrealized +4.9%
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.02 Unrealized +31.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.66 Unrealized -9.5%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.80 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $74.72 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.00 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.12 Unrealized -23.6%
HCWC HEALTHY CHOICE WELLNESS CLASS A 0.0%
Value ($000) $0 Shares 31 Est. Cost $3.15 Unrealized 0.0%
ENZC ENZOLYTICS INC 0.0%
Value ($000) $0 Shares 29,860 Est. Cost $0.03 Unrealized -90.8%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.24 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.03 Unrealized +24.8%
DNA GINKGO BIOWORKS HLDG CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.02 Unrealized 0.0%
SEELQ SEELOS THERAPEUTICS INC CLASS EQUITY 0.0%
Value ($000) $0 Shares 7 Est. Cost $5.74 Unrealized 0.0%
PSQH PSQ HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.89 Unrealized 0.0%
BBIG VINCO VENTURES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
MJNA MEDICAL MARIJUANA INC 0.0%
Value ($000) $0 Shares 1,270 Est. Cost $0.00 Unrealized -72.2%
ADXS AYALA PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.71 Unrealized -90.7%
ARMCO METALS HLDGS XXXREGISTRATION REVOKED BY THE SEC EFF: 02/14/20 0.0%
Value ($000) $0 Shares 189 Est. Cost Unrealized