Vermillion & White Wealth Management Group, LLC Diversified Active

CIK: 0001862443 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $153,810 (100.0% shares, 0.0% debt)

Holdings (537)

IVV ISHARES CORE S&P 500 ETF 22.4%
Value ($000) $34,521 Shares 55,598 Est. Cost $512.58 Unrealized
GQQQ ASTORIA US QUALITY GROWTH KINGS ETF 11.0%
Value ($000) $16,862 Shares 622,913 Est. Cost $24.02 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 9.8%
Value ($000) $15,075 Shares 356,717 Est. Cost $42.15 Unrealized
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 8.5%
Value ($000) $13,141 Shares 380,122 Est. Cost $30.79 Unrealized
ROE ASTORIA US EQUAL WT QLT KINGS ETF 4.7%
Value ($000) $7,164 Shares 222,426 Est. Cost $26.27 Unrealized
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 4.0%
Value ($000) $6,126 Shares 127,592 Est. Cost $47.28 Unrealized
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 2.6%
Value ($000) $4,042 Shares 139,629 Est. Cost $25.35 Unrealized
AGGA ASTORIA DYNAMIC CORE US FD IC ETF 2.4%
Value ($000) $3,616 Shares 143,300 Est. Cost $25.24 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 2.3%
Value ($000) $3,498 Shares 37,263 Est. Cost $90.94 Unrealized
BINC ISHARES FLEXIBLE INCME ACTIVE ETF 2.0%
Value ($000) $3,030 Shares 57,338 Est. Cost $52.38 Unrealized
SPTL SPDR PORTFOLIO LONG TERMTREASURY ET 1.9%
Value ($000) $2,897 Shares 108,993 Est. Cost $26.59 Unrealized
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 1.9%
Value ($000) $2,856 Shares 75,231 Est. Cost $36.25 Unrealized
PPI ASTORIA REAL ASSETS ETF 1.8%
Value ($000) $2,811 Shares 171,951 Est. Cost $15.00 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,681 Shares 3,379 Est. Cost $361.95 Unrealized +19.5%
ESGV VANGUARD ESG U.S. STOCK ETF 1.0%
Value ($000) $1,545 Shares 14,090 Est. Cost $85.06 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 1.0%
Value ($000) $1,521 Shares 21,339 Est. Cost $71.26 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF 1.0%
Value ($000) $1,503 Shares 17,953 Est. Cost $74.37 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,201 Shares 5,855 Est. Cost $183.46 Unrealized +9.8%
MO ALTRIA GROUP INC 0.6%
Value ($000) $873 Shares 14,898 Est. Cost $35.63 Unrealized +57.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $830 Shares 11,420 Est. Cost $70.64 Unrealized
BSMR INVESCO BLETSHS 2027 MNPL BND ETF 0.5%
Value ($000) $797 Shares 33,956 Est. Cost $23.64 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $783 Shares 2,841 Est. Cost $209.82 Unrealized +2.9%
BSCR INVSC BULLETSHR 2027 CRPBND ETF IV 0.5%
Value ($000) $695 Shares 35,349 Est. Cost $19.29 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $680 Shares 3,100 Est. Cost $176.26 Unrealized +12.3%
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF 0.4%
Value ($000) $666 Shares 28,249 Est. Cost $23.58 Unrealized
BSCQ INVSC BULLETSHA 2026 CRPBND ETF IV 0.4%
Value ($000) $632 Shares 32,370 Est. Cost $19.26 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $608 Shares 3,341 Est. Cost $87.14 Unrealized +92.1%
BSJT INVESCO BULT 2029 HG YL CP BD ETF 0.4%
Value ($000) $606 Shares 28,157 Est. Cost $21.08 Unrealized
INVSC BULLETSH 2025 CRP BND ETF IV 0.4%
Value ($000) $599 Shares 28,976 Est. Cost $20.45 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.4%
Value ($000) $599 Shares 3,275 Est. Cost $165.17 Unrealized
INVESCO BLETSHS 2025 MNPL BND ETF 0.4%
Value ($000) $599 Shares 24,396 Est. Cost $24.37 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.4%
Value ($000) $563 Shares 8,872 Est. Cost $52.45 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.4%
Value ($000) $551 Shares 23,982 Est. Cost $25.52 Unrealized
BSJS INVESCO BUL 2028 HG YLD CR BND ETF 0.3%
Value ($000) $469 Shares 21,269 Est. Cost $21.64 Unrealized
BSJR INVSC BLTSHR 2027 HG YLDCRP ETF 0.3%
Value ($000) $466 Shares 20,537 Est. Cost $22.40 Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.3%
Value ($000) $434 Shares 1,544 Est. Cost $280.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $403 Shares 1,324 Est. Cost $261.12 Unrealized
CEG CONSTELLATION ENERGY COR 0.3%
Value ($000) $402 Shares 1,246 Est. Cost $115.14 Unrealized +129.2%
XTWO BNDBLXX BLMBRG 2 YR TRG US TR ETF 0.3%
Value ($000) $399 Shares 8,049 Est. Cost $49.47 Unrealized
CB CHUBB LTD F 0.2%
Value ($000) $384 Shares 1,324 Est. Cost $280.10 Unrealized +2.5%
CMCSA COMCAST CORP NEW CLASS A 0.2%
Value ($000) $380 Shares 10,659 Est. Cost $34.62 Unrealized -2.1%
SPDW SPDR PORTFOLIO DEVELOPEDWORLD EX-US 0.2%
Value ($000) $361 Shares 8,921 Est. Cost $35.96 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARK ETF 0.2%
Value ($000) $339 Shares 7,330 Est. Cost $46.07 Unrealized
XONE BNDBLXX BLMBRG 1 YR TRG US TR ETF 0.2%
Value ($000) $330 Shares 6,658 Est. Cost $49.72 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $321 Shares 2,032 Est. Cost $115.31 Unrealized +9.1%
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.2%
Value ($000) $306 Shares 5,794 Est. Cost $51.27 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $302 Shares 532 Est. Cost $452.01 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $299 Shares 2,211 Est. Cost $105.13 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.2%
Value ($000) $293 Shares 2,674 Est. Cost $110.58 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.2%
Value ($000) $272 Shares 8,120 Est. Cost $31.08 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $271 Shares 2,450 Est. Cost $110.13 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $260 Shares 3,113 Est. Cost $70.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $230 Shares 1,791 Est. Cost $116.52 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $227 Shares 1,040 Est. Cost $106.71 Unrealized +50.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $222 Shares 1,102 Est. Cost $124.75 Unrealized +57.8%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $209 Shares 2,259 Est. Cost $68.46 Unrealized
TBIL US TREASURY 3 MONTH BILLETF 0.1%
Value ($000) $198 Shares 3,961 Est. Cost $49.99 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $188 Shares 7,741 Est. Cost $26.40 Unrealized -15.4%
TSLA TESLA INC 0.1%
Value ($000) $186 Shares 584 Est. Cost $238.37 Unrealized +26.4%
EXC EXELON CORP 0.1%
Value ($000) $185 Shares 4,251 Est. Cost $35.51 Unrealized +22.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $172 Shares 552 Est. Cost $521.77 Unrealized -28.1%
EFG ISHARES MSCI EAFE GROWTHETF 0.1%
Value ($000) $171 Shares 1,531 Est. Cost $99.11 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.1%
Value ($000) $169 Shares 552 Est. Cost $31.19 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $166 Shares 4,093 Est. Cost $34.52 Unrealized
SPGP INVESCO S AND P 500 GARPETF 0.1%
Value ($000) $165 Shares 1,528 Est. Cost $107.11 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $161 Shares 1,624 Est. Cost $98.95 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $158 Shares 2,635 Est. Cost $53.45 Unrealized
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF 0.1%
Value ($000) $154 Shares 3,001 Est. Cost $51.89 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.1%
Value ($000) $153 Shares 3,111 Est. Cost $50.01 Unrealized
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.1%
Value ($000) $152 Shares 2,999 Est. Cost $50.57 Unrealized
GTBIF GREEN THUMB INDS INC F 0.1%
Value ($000) $149 Shares 27,028 Est. Cost $9.38 Unrealized -42.3%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $146 Shares 3,965 Est. Cost $33.62 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $132 Shares 432 Est. Cost $216.95 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $127 Shares 7,000 Est. Cost $8.87 Unrealized +48.7%
SPYG SPDR S&P 500 GROWTH ETF 0.1%
Value ($000) $127 Shares 1,331 Est. Cost $65.06 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.1%
Value ($000) $126 Shares 3,661 Est. Cost $27.72 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWER ETF 0.1%
Value ($000) $121 Shares 3,593 Est. Cost $30.98 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $117 Shares 1,276 Est. Cost $77.73 Unrealized
NV5 GLOBAL INC 0.1%
Value ($000) $115 Shares 5,000 Est. Cost $20.71 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $111 Shares 1,505 Est. Cost $73.54 Unrealized
SAPGF SAP SE ORDF 0.1%
Value ($000) $107 Shares 352 Est. Cost $236.61 Unrealized +20.9%
TLH ISHARES 10-20 YEAR TSURYBOND ETF 0.1%
Value ($000) $106 Shares 1,040 Est. Cost $107.87 Unrealized
CGGO CAPITAL GROUP GLOBAL GRWT EQY ETF 0.1%
Value ($000) $105 Shares 3,286 Est. Cost $28.44 Unrealized
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $104 Shares 141 Est. Cost $323.40 Unrealized +90.7%
CGCB CAPITAL GROUP CORE BOND ETF 0.1%
Value ($000) $104 Shares 3,952 Est. Cost $26.28 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $104 Shares 1,129 Est. Cost $70.38 Unrealized +25.0%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $99 Shares 621 Est. Cost $147.39 Unrealized +9.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $97 Shares 860 Est. Cost $107.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $96 Shares 2,431 Est. Cost $35.80 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $96 Shares 1,640 Est. Cost $36.81 Unrealized +43.7%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.1%
Value ($000) $96 Shares 2,000 Est. Cost $44.81 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $93 Shares 1,000 Est. Cost $71.03 Unrealized +15.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $93 Shares 1,885 Est. Cost $41.95 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $93 Shares 859 Est. Cost $100.40 Unrealized +4.1%
CGMS CAPITAL GROUP U S MULTI SEC ETF 0.1%
Value ($000) $92 Shares 3,329 Est. Cost $27.32 Unrealized
WMT WALMART INC 0.1%
Value ($000) $90 Shares 917 Est. Cost $68.15 Unrealized +39.0%
TT TRANE TECHNOLOGIES PLC F 0.1%
Value ($000) $87 Shares 200 Est. Cost $366.42 Unrealized +7.3%
HD HOME DEPOT INC 0.1%
Value ($000) $87 Shares 238 Est. Cost $293.72 Unrealized +21.2%
MMM 3M CO 0.1%
Value ($000) $84 Shares 549 Est. Cost $75.54 Unrealized +87.0%
KO THE COCA-COLA CO 0.1%
Value ($000) $83 Shares 1,173 Est. Cost $53.26 Unrealized +31.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $80 Shares 376 Est. Cost $185.05 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $80 Shares 3,018 Est. Cost $28.33 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $80 Shares 587 Est. Cost $124.97 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $79 Shares 866 Est. Cost $56.12 Unrealized +48.2%
MBB ISHARES MBS ETF 0.1%
Value ($000) $78 Shares 834 Est. Cost $93.61 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $78 Shares 936 Est. Cost $82.04 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $77 Shares 618 Est. Cost $86.20 Unrealized +19.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $75 Shares 424 Est. Cost $154.61 Unrealized
NEAR ISHARES SHORT DURATN BNDACTV ETF 0.0%
Value ($000) $74 Shares 1,451 Est. Cost $50.51 Unrealized
HYSR SUNHYDROGEN INC 0.0%
Value ($000) $73 Shares 2,000,000 Est. Cost $0.02 Unrealized +52.6%
ETN EATON CORP PLC F 0.0%
Value ($000) $71 Shares 200 Est. Cost $308.54 Unrealized -0.6%
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $71 Shares 1,674 Est. Cost $39.19 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $71 Shares 642 Est. Cost $81.93 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $68 Shares 289 Est. Cost $228.59 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $68 Shares 234 Est. Cost $144.89 Unrealized +74.4%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $68 Shares 242 Est. Cost $232.64 Unrealized
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $67 Shares 377 Est. Cost $142.44 Unrealized +15.7%
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $66 Shares 467 Est. Cost $146.26 Unrealized -25.6%
BX BLACKSTONE INC 0.0%
Value ($000) $65 Shares 432 Est. Cost $102.08 Unrealized +32.4%
BSCS INVESCO BULLETSHARS 2028CORP BD ETF 0.0%
Value ($000) $64 Shares 3,103 Est. Cost $20.07 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $62 Shares 530 Est. Cost $101.99 Unrealized
TXRH TEXAS ROADHOUSE INC CLASS A 0.0%
Value ($000) $62 Shares 33 Est. Cost $174.35 Unrealized +1.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $61 Shares 284 Est. Cost $197.19 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $60 Shares 124 Est. Cost $350.99 Unrealized +44.7%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $58 Shares 67 Est. Cost $68.28 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $57 Shares 376 Est. Cost $149.70 Unrealized +0.8%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $57 Shares 324 Est. Cost $144.06 Unrealized +13.4%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $57 Shares 328 Est. Cost $138.98 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $57 Shares 23,465 Est. Cost $6.82 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCM ETF 0.0%
Value ($000) $56 Shares 2,469 Est. Cost $22.45 Unrealized
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $55 Shares 1,225 Est. Cost $44.12 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $55 Shares 249 Est. Cost $189.48 Unrealized
VTC VANGUARD TOTAL CORPORATEBD ETF 0.0%
Value ($000) $55 Shares 705 Est. Cost $76.62 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $54 Shares 1,655 Est. Cost $26.57 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $54 Shares 408 Est. Cost $125.14 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $53 Shares 756 Est. Cost $61.75 Unrealized +10.3%
BMRN BIOMARIN PHARMACEUTICAL 0.0%
Value ($000) $51 Shares 936 Est. Cost $66.98 Unrealized -12.1%
ICVT ISHARES CONVERTIBLE BONDETF 0.0%
Value ($000) $51 Shares 568 Est. Cost $82.93 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $49 Shares 4,339 Est. Cost $12.37 Unrealized -13.4%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $48 Shares 78 Est. Cost $475.31 Unrealized
VGIT VANGUARD INTER-TERM TREAS INDEX FD 0.0%
Value ($000) $48 Shares 795 Est. Cost $58.55 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLCLASS A 0.0%
Value ($000) $48 Shares 609 Est. Cost $66.72 Unrealized +13.6%
VEEV VEEVA SYS INC CLASS A 0.0%
Value ($000) $48 Shares 165 Est. Cost $188.42 Unrealized +31.6%
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $47 Shares 346 Est. Cost $105.81 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $47 Shares 201 Est. Cost $172.33 Unrealized +15.9%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $46 Shares 812 Est. Cost $57.22 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $45 Shares 1,414 Est. Cost $33.59 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $44 Shares 276 Est. Cost $142.61 Unrealized +1.7%
TCNNF TRULIEVE CANNABIS CORP F 0.0%
Value ($000) $43 Shares 11,441 Est. Cost $8.28 Unrealized -52.1%
UNM UNUM GROUP 0.0%
Value ($000) $43 Shares 537 Est. Cost $77.67 Unrealized +1.7%
IHDG WISDOMTREE INTER HDG QLYDIV GRT ETF 0.0%
Value ($000) $43 Shares 945 Est. Cost $42.98 Unrealized
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.0%
Value ($000) $42 Shares 971 Est. Cost $42.22 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ET 0.0%
Value ($000) $42 Shares 844 Est. Cost $48.84 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $42 Shares 40 Est. Cost $106.55 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $41 Shares 1,059 Est. Cost $32.06 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $41 Shares 129 Est. Cost $156.99 Unrealized +77.9%
USO UNITED STATES OIL ETF 0.0%
Value ($000) $40 Shares 549 Est. Cost $66.65 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM COR 0.0%
Value ($000) $40 Shares 1,194 Est. Cost $32.82 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $40 Shares 591 Est. Cost $58.95 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $39 Shares 596 Est. Cost $65.84 Unrealized -1.8%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $39 Shares 2,166 Est. Cost $29.06 Unrealized -25.1%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $39 Shares 933 Est. Cost $42.04 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $38 Shares 287 Est. Cost $115.96 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $38 Shares 875 Est. Cost $36.16 Unrealized +4.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $37 Shares 130 Est. Cost $218.15 Unrealized
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $37 Shares 698 Est. Cost $49.32 Unrealized -3.5%
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $37 Shares 690 Est. Cost $52.00 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $37 Shares 255 Est. Cost $142.75 Unrealized -4.0%
TGT TARGET CORP EQUITY CLASS EQUITY 0.0%
Value ($000) $36 Shares 368 Est. Cost $101.70 Unrealized -8.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $36 Shares 556 Est. Cost $61.87 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $35 Shares 124 Est. Cost $280.10 Unrealized -4.3%
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.24 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $35 Shares 89 Est. Cost $341.04 Unrealized -3.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $133.42 Unrealized +10.3%
IGHG PROSHARES INVT GD INT RAT HED ETF 0.0%
Value ($000) $34 Shares 428 Est. Cost $77.02 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $33 Shares 180 Est. Cost $137.25 Unrealized +33.1%
HSY HERSHEY CO 0.0%
Value ($000) $33 Shares 199 Est. Cost $160.01 Unrealized +1.0%
BLACKROCK ENHANCED LARGE 0.0%
Value ($000) $33 Shares 1,528 Est. Cost $20.09 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $33 Shares 92 Est. Cost $242.67 Unrealized +43.0%
CSX CSX CORP 0.0%
Value ($000) $32 Shares 995 Est. Cost $30.50 Unrealized -2.4%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $32 Shares 155 Est. Cost $194.04 Unrealized -1.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $32 Shares 110 Est. Cost $258.91 Unrealized +5.2%
KR KROGER CO 0.0%
Value ($000) $32 Shares 445 Est. Cost $65.03 Unrealized +4.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $32 Shares 247 Est. Cost $130.78 Unrealized +0.7%
ECL ECOLAB INC 0.0%
Value ($000) $32 Shares 118 Est. Cost $235.21 Unrealized +7.3%
SYY SYSCO CORP 0.0%
Value ($000) $32 Shares 419 Est. Cost $70.23 Unrealized +1.2%
WST WEST PHARMACEUTICAL SVCS 0.0%
Value ($000) $32 Shares 144 Est. Cost $234.27 Unrealized -8.9%
COR CENCORA INC 0.0%
Value ($000) $31 Shares 105 Est. Cost $264.82 Unrealized +8.3%
PPG PPG INDS INC 0.0%
Value ($000) $31 Shares 273 Est. Cost $109.46 Unrealized -2.9%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ET 0.0%
Value ($000) $31 Shares 708 Est. Cost $36.98 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $31 Shares 169 Est. Cost $180.62 Unrealized -4.4%
PEP PEPSICO INC 0.0%
Value ($000) $31 Shares 234 Est. Cost $137.04 Unrealized -4.4%
LYB LYONDELLBASELL INDUSTR FCLASS A 0.0%
Value ($000) $31 Shares 534 Est. Cost $61.70 Unrealized -11.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $31 Shares 319 Est. Cost $94.08 Unrealized -5.8%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $31 Shares 206 Est. Cost $137.66 Unrealized +2.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $31 Shares 124 Est. Cost $243.82 Unrealized -2.7%
EXPD EXPEDITORS INTL WASH INCCLASS A 0.0%
Value ($000) $31 Shares 268 Est. Cost $112.43 Unrealized -1.4%
OC OWENS CORNING NEW 0.0%
Value ($000) $31 Shares 222 Est. Cost $149.00 Unrealized -7.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $30 Shares 335 Est. Cost $88.86 Unrealized +1.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 53 Est. Cost $559.67 Unrealized +0.4%
LOW LOWES COS INC 0.0%
Value ($000) $30 Shares 135 Est. Cost $229.99 Unrealized -4.1%
RPM RPM INTL INC 0.0%
Value ($000) $30 Shares 272 Est. Cost $115.60 Unrealized -4.9%
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $103.07 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $30 Shares 338 Est. Cost $95.57 Unrealized
HIG HARTFORD INS GROUP INC 0.0%
Value ($000) $30 Shares 235 Est. Cost $117.14 Unrealized +4.9%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $30 Shares 169 Est. Cost $176.73 Unrealized -2.3%
ADP AUTOMATIC DATA PROCESSIN 0.0%
Value ($000) $30 Shares 96 Est. Cost $297.43 Unrealized +1.7%
SNA SNAP ON INC 0.0%
Value ($000) $30 Shares 95 Est. Cost $322.25 Unrealized -3.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $30 Shares 76 Est. Cost $395.42 Unrealized +0.3%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $30 Shares 86 Est. Cost $346.27 Unrealized -0.5%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $29 Shares 180 Est. Cost $170.92 Unrealized -8.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $29 Shares 78 Est. Cost $359.38 Unrealized +2.2%
UPS UNITED PARCEL SVC INC CLASS B 0.0%
Value ($000) $29 Shares 288 Est. Cost $134.80 Unrealized -30.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $29 Shares 263 Est. Cost $107.85 Unrealized
T AT&T INC 0.0%
Value ($000) $29 Shares 988 Est. Cost $14.21 Unrealized +89.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $29 Shares 972 Est. Cost $15.77 Unrealized +69.7%
IAGG ISHARES INTERNTINL AGGRGT BND ETF 0.0%
Value ($000) $28 Shares 547 Est. Cost $49.97 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.0%
Value ($000) $28 Shares 333 Est. Cost $50.70 Unrealized
PIMCO CORPORATE OPPORTUN 0.0%
Value ($000) $28 Shares 1,986 Est. Cost $14.36 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $27 Shares 62 Est. Cost $368.05 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $27 Shares 2,457 Est. Cost $9.63 Unrealized +2.5%
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $25 Shares 407 Est. Cost $110.68 Unrealized
VRP INVSC VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $24 Shares 997 Est. Cost $23.77 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $24 Shares 513 Est. Cost $27.72 Unrealized +49.5%
PIMCO CORP INCOME CF 0.0%
Value ($000) $24 Shares 1,899 Est. Cost $13.40 Unrealized
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $24 Shares 359 Est. Cost $56.98 Unrealized
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $24 Shares 874 Est. Cost $32.22 Unrealized -2.6%
SPTI SPDR PORT INTER TERM TREASURY ETF 0.0%
Value ($000) $23 Shares 806 Est. Cost $28.44 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $22 Shares 438 Est. Cost $51.63 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $21 Shares 498 Est. Cost $28.22 Unrealized +34.7%
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $21 Shares 88 Est. Cost $157.76 Unrealized
BA BOEING CO 0.0%
Value ($000) $21 Shares 100 Est. Cost $213.87 Unrealized -11.7%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.0%
Value ($000) $20 Shares 324 Est. Cost $55.69 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $20 Shares 79 Est. Cost $91.47 Unrealized +139.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $20 Shares 43 Est. Cost $396.19 Unrealized +4.4%
MRK MERCK & CO. INC. 0.0%
Value ($000) $20 Shares 248 Est. Cost $96.81 Unrealized -20.1%
VCSH VANGUARD SHORT TERM COR BD ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $77.31 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 279 Est. Cost $65.40 Unrealized -1.9%
AOR ISHARES CORE 60 40 BAL ALL ETF 0.0%
Value ($000) $19 Shares 307 Est. Cost $53.31 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $18 Shares 501 Est. Cost $32.15 Unrealized
VFF VILLAGE FARMS INTL INC F 0.0%
Value ($000) $17 Shares 15,778 Est. Cost $0.84 Unrealized +5.9%
VXF VANGUARD EXTENDED MARKETETF 0.0%
Value ($000) $17 Shares 90 Est. Cost $165.77 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $46.52 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $17 Shares 108 Est. Cost $106.01 Unrealized +44.4%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $17 Shares 129 Est. Cost $102.31 Unrealized
WMLLF WEALTH MINERALS LTD F 0.0%
Value ($000) $17 Shares 500,000 Est. Cost $0.04 Unrealized -23.8%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $16 Shares 236 Est. Cost $86.19 Unrealized
AUPH AURINIA PHARMACEUTIC E FCLASS EQUITY 0.0%
Value ($000) $16 Shares 1,900 Est. Cost $8.16 Unrealized -1.8%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $16 Shares 30 Est. Cost $402.00 Unrealized +8.2%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $16 Shares 80 Est. Cost $115.70 Unrealized +57.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $71.72 Unrealized +42.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $16 Shares 29 Est. Cost $431.82 Unrealized +2.1%
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.0%
Value ($000) $16 Shares 232 Est. Cost $59.28 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.24 Unrealized
SSO PROSHARES ULTRA S&P 500 ETF 0.0%
Value ($000) $15 Shares 158 Est. Cost $65.07 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $15 Shares 565 Est. Cost $26.62 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $15 Shares 45 Est. Cost $262.27 Unrealized
CURLF CURALEAF HLDGS INC F 0.0%
Value ($000) $15 Shares 17,775 Est. Cost $2.30 Unrealized -62.8%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $15 Shares 1,337 Est. Cost $11.88 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $15 Shares 136 Est. Cost $107.98 Unrealized
LLY ELI LILLY AND CO 0.0%
Value ($000) $15 Shares 19 Est. Cost $724.41 Unrealized +6.8%
DTE DTE ENERGY CO 0.0%
Value ($000) $15 Shares 111 Est. Cost $123.63 Unrealized +6.2%
SGU STAR GROUP L P LP 0.0%
Value ($000) $14 Shares 1,238 Est. Cost $11.78 Unrealized +4.4%
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $14 Shares 191 Est. Cost $56.39 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 209 Est. Cost $45.92 Unrealized +42.8%
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 0.0%
Value ($000) $14 Shares 460 Est. Cost $26.82 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $14 Shares 254 Est. Cost $49.91 Unrealized +1.5%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.67 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $14 Shares 243 Est. Cost $40.17 Unrealized +32.3%
SHEL SHELL PLC FTENDER OFFER EXP: 0.0%
Value ($000) $14 Shares 193 Est. Cost $62.65 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value ($000) $13 Shares 200 Est. Cost $64.31 Unrealized +1.3%
JBL JABIL INC 0.0%
Value ($000) $13 Shares 61 Est. Cost $153.55 Unrealized +5.5%
VCIT VAG ITM-TERM CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 160 Est. Cost $80.51 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $13 Shares 42 Est. Cost $270.64 Unrealized +6.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $13 Shares 64 Est. Cost $170.40 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $13 Shares 33 Est. Cost $489.74 Unrealized -21.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $13 Shares 65 Est. Cost $165.25 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $12 Shares 253 Est. Cost $48.79 Unrealized -6.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $12 Shares 387 Est. Cost $34.59 Unrealized -9.7%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $110.01 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $12 Shares 9 Est. Cost $43.65 Unrealized +159.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $12 Shares 26 Est. Cost $417.42 Unrealized +10.0%
FTI TECHNIPFMC PLC F 0.0%
Value ($000) $12 Shares 347 Est. Cost $29.81 Unrealized +0.8%
CTVA CORTEVA INC 0.0%
Value ($000) $12 Shares 160 Est. Cost $46.55 Unrealized +42.2%
STRL STERLING INFRASTRUCTURE 0.0%
Value ($000) $12 Shares 51 Est. Cost $174.59 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $12 Shares 24 Est. Cost $448.22 Unrealized +3.9%
ERIE ERIE INDTY CO CLASS A 0.0%
Value ($000) $11 Shares 33 Est. Cost $403.24 Unrealized -8.8%
NTAP NETAPP INC 0.0%
Value ($000) $11 Shares 107 Est. Cost $108.30 Unrealized -13.7%
VZ VERIZON COMMUNICATIONS I 0.0%
Value ($000) $11 Shares 261 Est. Cost $31.28 Unrealized +33.7%
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $11 Shares 90 Est. Cost $68.27 Unrealized +48.4%
AES AES CORP 0.0%
Value ($000) $11 Shares 1,025 Est. Cost $11.02 Unrealized -5.9%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $10 Shares 164 Est. Cost $47.46 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $263.11 Unrealized -12.9%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $125.32 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $42.12 Unrealized
DOW DOW INC 0.0%
Value ($000) $10 Shares 380 Est. Cost $44.66 Unrealized -37.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $10 Shares 19 Est. Cost $158.10 Unrealized +163.1%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $10 Shares 57 Est. Cost $131.69 Unrealized +14.3%
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $10 Shares 85 Est. Cost $97.26 Unrealized +2.8%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $10 Shares 134 Est. Cost $61.90 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $54.70 Unrealized -8.4%
TCAF T ROWE PRICE CPTL APRCTNEQT ETF 0.0%
Value ($000) $10 Shares 273 Est. Cost $32.67 Unrealized
HLI HOULIHAN LOKEY INC CLASS A 0.0%
Value ($000) $10 Shares 53 Est. Cost $166.54 Unrealized 0.0%
ALLE ALLEGION PUB LTD CO F 0.0%
Value ($000) $10 Shares 66 Est. Cost $128.52 Unrealized +6.0%
RSHO TEMA AMERICAN RESHORING ETF 0.0%
Value ($000) $9 Shares 241 Est. Cost $37.24 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $9 Shares 38 Est. Cost $250.71 Unrealized
FN FABRINET F 0.0%
Value ($000) $9 Shares 32 Est. Cost $220.23 Unrealized +1.2%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.02 Unrealized +0.4%
ATI ATI INC 0.0%
Value ($000) $9 Shares 107 Est. Cost $56.77 Unrealized +20.6%
CHWY CHEWY INC CLASS A 0.0%
Value ($000) $9 Shares 216 Est. Cost $38.64 Unrealized +3.1%
FOXA FOX CORP CLASS A 0.0%
Value ($000) $9 Shares 164 Est. Cost $52.48 Unrealized +0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 121 Est. Cost $60.70 Unrealized +16.7%
DUOL DUOLINGO INC CLASS A 0.0%
Value ($000) $9 Shares 22 Est. Cost $342.01 Unrealized +28.3%
NKE NIKE INC CLASS B 0.0%
Value ($000) $9 Shares 125 Est. Cost $94.21 Unrealized -37.3%
UAL UNITED AIRLINES HLDG 0.0%
Value ($000) $9 Shares 110 Est. Cost $83.11 Unrealized -11.4%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $9 Shares 32 Est. Cost $246.39 Unrealized -11.4%
GLDM SPDR GOLD MINISHARES ETV 0.0%
Value ($000) $9 Shares 130 Est. Cost $41.03 Unrealized
RL RALPH LAUREN CORP CLASS A 0.0%
Value ($000) $9 Shares 31 Est. Cost $244.79 Unrealized +0.2%
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value ($000) $8 Shares 173 Est. Cost $50.39 Unrealized
CCL CARNIVAL CORP F 0.0%
Value ($000) $8 Shares 293 Est. Cost $23.55 Unrealized -9.1%
VIGI VANGUARD INTL DIVIDEND APRECTN ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $88.27 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 104 Est. Cost $87.59 Unrealized -7.6%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $163.59 Unrealized
GLPI GAMING & LEISURE PPTYS IREIT 0.0%
Value ($000) $8 Shares 172 Est. Cost $50.90 Unrealized
LAMR LAMAR ADVERTISING CO NEWREIT 0.0%
Value ($000) $8 Shares 66 Est. Cost $113.77 Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $8 Shares 99 Est. Cost $77.39 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $72.19 Unrealized +44.6%
CCK CROWN HLDGS INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $94.62 Unrealized 0.0%
SEIC SEI INVTS CO 0.0%
Value ($000) $7 Shares 83 Est. Cost $79.75 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $7 Shares 96 Est. Cost $72.63 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $235.94 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $7 Shares 105 Est. Cost $29.01 Unrealized -5.8%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $7 Shares 36 Est. Cost $69.95 Unrealized +107.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.98 Unrealized +25.9%
DOCS DOXIMITY INC CLASS A 0.0%
Value ($000) $7 Shares 112 Est. Cost $63.15 Unrealized -11.6%
DVA DAVITA INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $157.11 Unrealized -9.8%
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $257.66 Unrealized +12.8%
ALSN ALLISON TRANSMISSION HLD 0.0%
Value ($000) $7 Shares 71 Est. Cost $104.97 Unrealized -8.7%
MANH MANHATTAN ASSOCS INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $208.27 Unrealized -12.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $7 Shares 40 Est. Cost $141.98 Unrealized +4.2%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.54 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $7 Shares 141 Est. Cost $46.32 Unrealized
LGLV SPDR SSGA US LG CP LW VLT INX ETF 0.0%
Value ($000) $7 Shares 37 Est. Cost $145.21 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.30 Unrealized +73.3%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $58.07 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $6 Shares 11 Est. Cost $397.11 Unrealized +38.9%
LXRX LEXICON PHARMACEUTICALS 0.0%
Value ($000) $6 Shares 6,500 Est. Cost $0.65 Unrealized 0.0%
EXP EAGLE MATLS INC 0.0%
Value ($000) $6 Shares 30 Est. Cost $236.06 Unrealized -9.0%
INTC INTEL CORP 0.0%
Value ($000) $6 Shares 271 Est. Cost $40.04 Unrealized -48.2%
CART MAPLEBEAR INC 0.0%
Value ($000) $6 Shares 134 Est. Cost $44.42 Unrealized -2.1%
CUBE CUBESMART REIT 0.0%
Value ($000) $6 Shares 141 Est. Cost $42.71 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $172.22 Unrealized +19.6%
SYK STRYKER CORP 0.0%
Value ($000) $6 Shares 15 Est. Cost $274.84 Unrealized +35.2%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 664 Est. Cost $8.69 Unrealized -5.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $388.21 Unrealized +27.9%
SNPS SYNOPSYS INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $511.34 Unrealized -8.9%
FLR FLUOR CORP NEW 0.0%
Value ($000) $5 Shares 107 Est. Cost $42.54 Unrealized -6.3%
DAVE DAVE INC CLASS A 0.0%
Value ($000) $5 Shares 20 Est. Cost $93.71 Unrealized +68.2%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $336.38 Unrealized -10.7%
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $5 Shares 581 Est. Cost $8.95 Unrealized -17.7%
WMG WARNER MUSIC GROUP CORP CLASS A 0.0%
Value ($000) $5 Shares 194 Est. Cost $31.57 Unrealized -13.6%
GRMN GARMIN LTD F 0.0%
Value ($000) $5 Shares 25 Est. Cost $196.09 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $262.22 Unrealized +1.5%
WGS GENEDX HLDGS CORP CLASS A 0.0%
Value ($000) $5 Shares 56 Est. Cost $86.17 Unrealized -8.9%
TRUP TRUPANION INC 0.0%
Value ($000) $5 Shares 93 Est. Cost $41.76 Unrealized +6.1%
AAON AAON INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $102.68 Unrealized -14.9%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $57.14 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 46 Est. Cost $98.59 Unrealized +1.7%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $5 Shares 671 Est. Cost $5.89 Unrealized
POWL POWELL INDS INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $202.12 Unrealized -10.7%
WT WISDOMTREE INC 0.0%
Value ($000) $5 Shares 420 Est. Cost $9.32 Unrealized +0.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $73.62 Unrealized +26.6%
LEU CENTRUS ENERGY CORP CLASS A 0.0%
Value ($000) $5 Shares 26 Est. Cost $84.27 Unrealized +26.7%
AAMI ACADIAN ASSET MGMT I 0.0%
Value ($000) $5 Shares 135 Est. Cost $25.12 Unrealized +15.6%
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $255.10 Unrealized +8.9%
ITRI ITRON INC EQUITY CLASS EQUITY 0.0%
Value ($000) $5 Shares 36 Est. Cost $104.72 Unrealized +8.0%
SANDSTORM GOLD LTD F 0.0%
Value ($000) $5 Shares 500 Est. Cost $5.58 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.89 Unrealized -0.1%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $153.58 Unrealized +10.2%
MCY MERCURY GEN CORP NEW 0.0%
Value ($000) $5 Shares 67 Est. Cost $53.92 Unrealized +10.3%
ANF ABERCROMBIE & FITCH CO CLASS A 0.0%
Value ($000) $4 Shares 54 Est. Cost $95.88 Unrealized -20.9%
VRNS VARONIS SYS INC 0.0%
Value ($000) $4 Shares 88 Est. Cost $43.01 Unrealized +5.7%
COKE COCA COLA CONSOLIDAT 0.0%
Value ($000) $4 Shares 40 Est. Cost $121.32 Unrealized -1.1%
YOU CLEAR SECURE INC CLASS A 0.0%
Value ($000) $4 Shares 160 Est. Cost $24.31 Unrealized +3.7%
FTDR FRONTDOOR INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $50.85 Unrealized -1.3%
HCI HCI GROUP INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $126.80 Unrealized +21.1%
IBIT ISHARES BITCOIN ETF 0.0%
Value ($000) $4 Shares 72 Est. Cost $51.27 Unrealized
BOX BOX INC CLASS A 0.0%
Value ($000) $4 Shares 128 Est. Cost $32.40 Unrealized +1.2%
LRN STRIDE INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $126.39 Unrealized +14.4%
CRDO CREDO TECHNOLOGY GROUP F 0.0%
Value ($000) $4 Shares 47 Est. Cost $62.16 Unrealized -6.2%
JXN JACKSON FINL INC CLASS A 0.0%
Value ($000) $4 Shares 49 Est. Cost $85.05 Unrealized -7.0%
IONQ IONQ INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $33.51 Unrealized 0.0%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $92.77 Unrealized -5.3%
AX AXOS FINL INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $67.83 Unrealized -0.4%
ALKS ALKERMES PLC F 0.0%
Value ($000) $4 Shares 151 Est. Cost $32.20 Unrealized -7.6%
PLMR PALOMAR HLDGS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $118.48 Unrealized +30.7%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $83.53 Unrealized +0.9%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $101.99 Unrealized -7.1%
CTRE CARETRUST REIT INC REIT 0.0%
Value ($000) $4 Shares 140 Est. Cost $28.58 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $4 Shares 173 Est. Cost $30.14 Unrealized -22.0%
SMR NUSCALE PWR CORP CLASS A 0.0%
Value ($000) $4 Shares 108 Est. Cost $25.09 Unrealized 0.0%
TGLS TECNOGLASS INC F 0.0%
Value ($000) $4 Shares 55 Est. Cost $74.16 Unrealized +4.4%
CARG CARGURUS INC CLASS A 0.0%
Value ($000) $4 Shares 127 Est. Cost $34.06 Unrealized -11.5%
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.52 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME COR 0.0%
Value ($000) $4 Shares 69 Est. Cost $61.83 Unrealized -6.0%
MDGL MADRIGAL PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 14 Est. Cost $297.95 Unrealized 0.0%
SKYW SKYWEST INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $101.40 Unrealized -6.3%
SNEX STONEX GROUP INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $75.46 Unrealized +12.1%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $4 Shares 15 Est. Cost $281.35 Unrealized -11.4%
AZZ AZZ INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $88.54 Unrealized -0.9%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $4 Shares 65 Est. Cost $57.23 Unrealized +6.3%
OKLO OKLO INC CLASS A 0.0%
Value ($000) $4 Shares 74 Est. Cost $38.57 Unrealized 0.0%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $4 Shares 146 Est. Cost $32.40 Unrealized -17.0%
DGRE WSDMTR EMRGNG MKT QLT DIV GWTH ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.65 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $175.20 Unrealized -16.2%
SEM SELECT MED HLDGS CORP 0.0%
Value ($000) $4 Shares 271 Est. Cost $17.51 Unrealized -12.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 65 Est. Cost $132.16 Unrealized -55.9%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $73.45 Unrealized -9.2%
ARIS WTR SOLUTIONS INC CLASS A 0.0%
Value ($000) $4 Shares 171 Est. Cost $30.91 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $4 Shares 99 Est. Cost $40.94 Unrealized -1.1%
EPRT ESSENTIAL PPTYS RLTY TR REIT 0.0%
Value ($000) $4 Shares 126 Est. Cost $32.64 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $4 Shares 93 Est. Cost $36.37 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS IN 0.0%
Value ($000) $4 Shares 77 Est. Cost $58.05 Unrealized -2.0%
MOG/A MOOG INC CLASS A 0.0%
Value ($000) $4 Shares 22 Est. Cost $183.07 Unrealized -4.6%
ROOT ROOT INC CLASS A 0.0%
Value ($000) $4 Shares 31 Est. Cost $114.57 Unrealized +18.2%
EAT BRINKER INTL INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $153.80 Unrealized +2.0%
COCO VITA COCO CO INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $35.67 Unrealized -6.4%
NXT NEXTRACKER INC CLASS A 0.0%
Value ($000) $4 Shares 72 Est. Cost $50.16 Unrealized 0.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $59.88 Unrealized -7.4%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $52.65 Unrealized -6.6%
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 0.0%
Value ($000) $4 Shares 92 Est. Cost $36.53 Unrealized
STNG SCORPIO TANKERS INC F 0.0%
Value ($000) $4 Shares 97 Est. Cost $37.76 Unrealized
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $26.00 Unrealized
AOA ISHARES CORE 80 20 AGG ALL ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $69.05 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.09 Unrealized -4.9%
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $34.38 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $64.87 Unrealized
MET METLIFE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.14 Unrealized +11.3%
SCO PROSHARES ULTRST BLOM CRUDE ETF 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.92 Unrealized
ONON ON HLDG AG FCLASS A 0.0%
Value ($000) $3 Shares 61 Est. Cost $50.96 Unrealized 0.0%
ADDYY ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.04 Unrealized
VERANO HLDGS CORP F 0.0%
Value ($000) $3 Shares 5,451 Est. Cost $1.25 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $24.95 Unrealized -0.6%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.98 Unrealized
COMT ISHR ETF GSCI CMD DYN STR ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.81 Unrealized
JAZZ JAZZ PHARMACEUTICALS P F 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.86 Unrealized -7.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $883.63 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.74 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 80 Est. Cost $26.80 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHI 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.56 Unrealized
FINW FINWISE BANCORP 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.67 Unrealized 0.0%
CIDARA THERAPEUTICS EQUICLASS EQUITY 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.71 Unrealized
FTK FLOTEK INDS INC DEL 0.0%
Value ($000) $2 Shares 148 Est. Cost $11.52 Unrealized 0.0%
KINS KINGSTONE COS INC 0.0%
Value ($000) $2 Shares 141 Est. Cost $16.43 Unrealized 0.0%
ZVIA ZEVIA PBC CLASS A 0.0%
Value ($000) $2 Shares 673 Est. Cost $2.63 Unrealized 0.0%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.81 Unrealized 0.0%
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.95 Unrealized
TECX TECTONIC THERAPEUTIC EQUCLASS EQUITY 0.0%
Value ($000) $2 Shares 107 Est. Cost $20.27 Unrealized 0.0%
ABEO ABEONA THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 370 Est. Cost $5.69 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $280.77 Unrealized +13.2%
DCTH DELCATH SYS INC 0.0%
Value ($000) $2 Shares 154 Est. Cost $13.94 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $51.05 Unrealized +39.0%
TKNO ALPHA TEKNOVA INC 0.0%
Value ($000) $2 Shares 423 Est. Cost $5.88 Unrealized 0.0%
ROBO ROBO GLOBAL ROBOTICS ANDAUTOMATION 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.09 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.19 Unrealized 0.0%
PVLA PALVELLA THERAPEUTICS IN 0.0%
Value ($000) $2 Shares 88 Est. Cost $23.47 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $41.35 Unrealized +72.2%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $2 Shares 275 Est. Cost $4.20 Unrealized +54.5%
TBRG TRUBRIDGE INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $24.53 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGITENDER OFFER EXP: 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.79 Unrealized -0.4%
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $90.95 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $83.42 Unrealized
NEWT NEWTEKONE INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $10.69 Unrealized 0.0%
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $2 Shares 140 Est. Cost $15.55 Unrealized -19.1%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.21 Unrealized +152.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $53.61 Unrealized +16.2%
EATON VANCE TAX MGD BUY 0.0%
Value ($000) $1 Shares 101 Est. Cost $15.00 Unrealized
PPTA PERPETUA RES CORP F 0.0%
Value ($000) $1 Shares 120 Est. Cost $10.26 Unrealized +31.3%
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 384 Est. Cost $5.75 Unrealized -23.4%
TSNDF TERRASCEND CORP F 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $0.91 Unrealized -64.1%
AOM ISHARES CORE 40 60 MOD ALL ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.03 Unrealized
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $54.89 Unrealized
VGZ VISTA GOLD CORP F 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.63 Unrealized +54.3%
PGY PAGAYA TECHNOLOGIES LT FCLASS A 0.0%
Value ($000) $1 Shares 62 Est. Cost $10.56 Unrealized +34.8%
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $247.96 Unrealized +2.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.19 Unrealized -7.6%
BTG B2GOLD CORP F 0.0%
Value ($000) $1 Shares 350 Est. Cost $2.87 Unrealized +13.8%
COHR COHERENT CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.72 Unrealized -3.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $264.25 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 10 Est. Cost $109.47 Unrealized 0.0%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.79 Unrealized -13.6%
DIVO AMPLIFY CWP ENHANCED DIVINM ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.31 Unrealized
SONO SONOS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.49 Unrealized -27.9%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.47 Unrealized -19.6%
SPLB SPDR LONG TERM CORPORATEBOND ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.71 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.43 Unrealized
LEGN LEGEND BIOTECH CORP FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.56 Unrealized
SNAP SNAP INC CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -32.3%
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.10 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.40 Unrealized
LI LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.00 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.70 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $226.33 Unrealized
SMOG VANECK LOW CARBON ENERGYETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.67 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $1 Shares 450 Est. Cost $1.17 Unrealized +20.9%
DFGR DIMENSIONL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.44 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.54 Unrealized -30.5%
HL HECLA MNG CO 0.0%
Value ($000) $1 Shares 90 Est. Cost $5.29 Unrealized +4.1%
VWAGY VOLKSWAGEN A G FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.74 Unrealized
LE LANDS END INC NEW 0.0%
Value ($000) $0 Shares 44 Est. Cost $7.43 Unrealized +21.7%
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $0 Shares 64 Est. Cost $7.69 Unrealized -19.0%
CALY TOPGOLF CALLAWAY BRANDS 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.85 Unrealized -46.4%
BTZI BOTS INC ORDF 0.0%
Value ($000) $0 Shares 190,000 Est. Cost $0.01 Unrealized -35.4%
HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $0 Shares 13 Est. Cost $28.54 Unrealized
SFIX STITCH FIX INC CLASS A 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.74 Unrealized 0.0%
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized
BTAL AGF US MKT NEUTRL ANTI BETA ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.95 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.90 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $12.33 Unrealized -16.8%
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 67 Est. Cost $4.36 Unrealized
SWBI SMITH & WESSON BRANDS IN 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.54 Unrealized -30.1%
GYRO GYRODYNE LLC LP 0.0%
Value ($000) $0 Shares 22 Est. Cost $9.55 Unrealized -13.7%
OXY/WS OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.50 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.66 Unrealized +13.2%
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.60 Unrealized
TRAW TRAWS PHARMA INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $9.11 Unrealized -82.5%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.80 Unrealized
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.52 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.51 Unrealized +17.9%
HCWC HEALTHY CHOICE WELLNESS CLASS A 0.0%
Value ($000) $0 Shares 130 Est. Cost $1.38 Unrealized -70.2%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.12 Unrealized -74.4%
UXIN UXIN LTD FSPONSORED ADR 1 ADR REPS 300 ORD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.60 Unrealized
AYRWF AYR WELLNESS INC FCLASS A 0.0%
Value ($000) $0 Shares 136 Est. Cost $1.19 Unrealized -83.8%
GPRO GOPRO INC CLASS A 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.65 Unrealized 0.0%
PSQH PSQ HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 11 Est. Cost $2.43 Unrealized -15.9%
ENZC ENZOLYTICS INC 0.0%
Value ($000) $0 Shares 29,860 Est. Cost $0.03 Unrealized -97.3%
CWBHF CHARLOTTES WEB HLDGS I F 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.11 Unrealized -16.0%