Financial Life Planners Quant / Systematic

CIK: 0002053368 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $148,841 (100.0% shares, 0.0% debt)

Holdings (357)

QQQ INVESCO QQQ TR 20.5%
Value ($000) $30,575 Shares 50,928 Est. Cost $517.10 Unrealized
IVV ISHARES TR 18.4%
Value ($000) $27,436 Shares 40,992 Est. Cost $594.34 Unrealized
NVDA NVIDIA CORPORATION 9.7%
Value ($000) $14,458 Shares 77,489 Est. Cost $137.79 Unrealized +26.5%
AAPL APPLE INC 4.2%
Value ($000) $6,322 Shares 24,828 Est. Cost $234.36 Unrealized -3.7%
HOOD ROBINHOOD MKTS INC 3.9%
Value ($000) $5,826 Shares 40,687 Est. Cost $62.47 Unrealized +74.6%
PLTR PALANTIR TECHNOLOGIES INC 3.5%
Value ($000) $5,276 Shares 28,921 Est. Cost $120.72 Unrealized +34.3%
MSFT MICROSOFT CORP 3.1%
Value ($000) $4,610 Shares 8,900 Est. Cost $422.35 Unrealized +20.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $3,865 Shares 7,688 Est. Cost $467.72 Unrealized +3.6%
AXON AXON ENTERPRISE INC 2.5%
Value ($000) $3,791 Shares 5,282 Est. Cost $657.56 Unrealized +15.4%
MGK VANGUARD WORLD FD 2.0%
Value ($000) $2,940 Shares 7,305 Est. Cost $343.94 Unrealized
ARKF ARK ETF TR 1.9%
Value ($000) $2,818 Shares 49,612 Est. Cost $51.77 Unrealized
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $2,604 Shares 2,814 Est. Cost $931.32 Unrealized +2.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.6%
Value ($000) $2,333 Shares 3,914 Est. Cost $570.29 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $1,873 Shares 2,812 Est. Cost $587.61 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $1,853 Shares 8,441 Est. Cost $204.58 Unrealized +10.6%
BTCW WISDOMTREE BITCOIN FD 1.1%
Value ($000) $1,698 Shares 14,005 Est. Cost $110.23 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.9%
Value ($000) $1,332 Shares 2,872 Est. Cost $425.66 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $1,176 Shares 981 Est. Cost $103.15 Unrealized +18.3%
BSCS INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $1,155 Shares 56,165 Est. Cost $20.14 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $888 Shares 1,209 Est. Cost $603.66 Unrealized +23.1%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $762 Shares 3,533 Est. Cost $196.93 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $761 Shares 36,803 Est. Cost $20.65 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $684 Shares 1,538 Est. Cost $321.74 Unrealized +7.8%
IWF ISHARES TR 0.4%
Value ($000) $650 Shares 1,388 Est. Cost $401.32 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $650 Shares 33,225 Est. Cost $19.43 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $628 Shares 11,657 Est. Cost $49.15 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $623 Shares 12,085 Est. Cost $42.83 Unrealized +12.9%
RTX RTX CORPORATION 0.4%
Value ($000) $567 Shares 3,388 Est. Cost $118.27 Unrealized +30.5%
V VISA INC 0.4%
Value ($000) $539 Shares 1,578 Est. Cost $337.93 Unrealized +2.1%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $515 Shares 2,623 Est. Cost $143.47 Unrealized +26.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $484 Shares 608 Est. Cost $618.67 Unrealized +18.8%
SPYM SPDR SERIES TRUST 0.3%
Value ($000) $458 Shares 5,848 Est. Cost $68.94 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $455 Shares 949 Est. Cost $410.54 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $435 Shares 2,684 Est. Cost $98.28 Unrealized +58.0%
CRM SALESFORCE INC 0.3%
Value ($000) $434 Shares 1,832 Est. Cost $316.76 Unrealized -20.6%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $427 Shares 697 Est. Cost $531.50 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $418 Shares 1,727 Est. Cost $222.17 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $415 Shares 6,361 Est. Cost $62.31 Unrealized
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $408 Shares 4,466 Est. Cost $89.07 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $405 Shares 1,439 Est. Cost $175.85 Unrealized +44.5%
FOCT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $392 Shares 8,249 Est. Cost $42.63 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $391 Shares 19,857 Est. Cost $19.49 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $386 Shares 4,317 Est. Cost $81.24 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $361 Shares 1,775 Est. Cost $185.37 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $335 Shares 364 Est. Cost $201.68 Unrealized -7.4%
GOOG ALPHABET INC 0.2%
Value ($000) $297 Shares 1,221 Est. Cost $182.46 Unrealized +15.1%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $286 Shares 908 Est. Cost $235.25 Unrealized +25.8%
CI THE CIGNA GROUP 0.2%
Value ($000) $255 Shares 886 Est. Cost $311.40 Unrealized -5.8%
SLV ISHARES SILVER TR 0.2%
Value ($000) $249 Shares 5,876 Est. Cost $42.37 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $237 Shares 1,400 Est. Cost $156.63 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value ($000) $233 Shares 2,024 Est. Cost $92.03 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $229 Shares 762 Est. Cost $272.69 Unrealized 0.0%
IJK ISHARES TR 0.2%
Value ($000) $225 Shares 2,349 Est. Cost $90.93 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $218 Shares 1,933 Est. Cost $110.13 Unrealized -0.4%
IJT ISHARES TR 0.1%
Value ($000) $210 Shares 1,487 Est. Cost $141.50 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $210 Shares 864 Est. Cost $209.20 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $209 Shares 741 Est. Cost $231.57 Unrealized +12.1%
APP APPLOVIN CORP 0.1%
Value ($000) $208 Shares 290 Est. Cost $461.14 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $193 Shares 603 Est. Cost $320.21 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $184 Shares 939 Est. Cost $197.68 Unrealized 0.0%
IYE ISHARES TR 0.1%
Value ($000) $175 Shares 3,682 Est. Cost $47.52 Unrealized
SRCE 1ST SOURCE CORP 0.1%
Value ($000) $173 Shares 2,818 Est. Cost $61.56 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $170 Shares 609 Est. Cost $279.33 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $160 Shares 450 Est. Cost $355.58 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $160 Shares 2,675 Est. Cost $67.63 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $156 Shares 820 Est. Cost $189.66 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $151 Shares 1,622 Est. Cost $93.39 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $147 Shares 9,848 Est. Cost $17.58 Unrealized -0.8%
NET CLOUDFLARE INC 0.1%
Value ($000) $144 Shares 670 Est. Cost $204.15 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $143 Shares 899 Est. Cost $146.45 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $143 Shares 433 Est. Cost $305.74 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $140 Shares 991 Est. Cost $141.42 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $140 Shares 383 Est. Cost $365.03 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $139 Shares 1,016 Est. Cost $137.27 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $137 Shares 1,241 Est. Cost $110.59 Unrealized
WMT WALMART INC 0.1%
Value ($000) $136 Shares 1,320 Est. Cost $99.23 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $134 Shares 175 Est. Cost $821.14 Unrealized -9.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $133 Shares 820 Est. Cost $161.38 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $131 Shares 1,463 Est. Cost $89.34 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $127 Shares 1,387 Est. Cost $91.75 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $124 Shares 1,355 Est. Cost $90.13 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $124 Shares 870 Est. Cost $142.10 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $114 Shares 550 Est. Cost $206.55 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $113 Shares 697 Est. Cost $165.18 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $113 Shares 86 Est. Cost $1364.80 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $113 Shares 778 Est. Cost $132.28 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $110 Shares 230 Est. Cost $425.39 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $104 Shares 1,246 Est. Cost $80.47 Unrealized 0.0%
XT ISHARES TR 0.1%
Value ($000) $104 Shares 1,449 Est. Cost $71.93 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $104 Shares 256 Est. Cost $389.16 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $100 Shares 357 Est. Cost $265.92 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $94 Shares 380 Est. Cost $260.61 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $94 Shares 332 Est. Cost $281.64 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $93 Shares 1,200 Est. Cost $78.13 Unrealized 0.0%
HOOG THEMES ETF TR 0.1%
Value ($000) $93 Shares 800 Est. Cost $115.64 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $92 Shares 440 Est. Cost $208.56 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $88 Shares 197 Est. Cost $479.87 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $85 Shares 1,019 Est. Cost $82.96 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $82 Shares 736 Est. Cost $112.09 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $82 Shares 3,002 Est. Cost $27.30 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $81 Shares 625 Est. Cost $129.70 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $80 Shares 664 Est. Cost $120.70 Unrealized
IYY ISHARES TR 0.1%
Value ($000) $80 Shares 491 Est. Cost $162.32 Unrealized
BA BOEING CO 0.1%
Value ($000) $79 Shares 367 Est. Cost $225.47 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $76 Shares 356 Est. Cost $217.80 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $74 Shares 1,116 Est. Cost $67.92 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $66 Shares 978 Est. Cost $72.16 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $66 Shares 87 Est. Cost $735.10 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $66 Shares 493 Est. Cost $127.36 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $63 Shares 103 Est. Cost $605.52 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $61 Shares 395 Est. Cost $154.90 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $59 Shares 176 Est. Cost $339.07 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $59 Shares 621 Est. Cost $94.54 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $59 Shares 420 Est. Cost $140.21 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $59 Shares 639 Est. Cost $91.63 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $58 Shares 254 Est. Cost $233.28 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $56 Shares 672 Est. Cost $82.72 Unrealized 0.0%
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $55 Shares 854 Est. Cost $64.62 Unrealized
PTIR GRANITESHARES ETF TR 0.0%
Value ($000) $55 Shares 1,680 Est. Cost $32.45 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $54 Shares 666 Est. Cost $81.19 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $54 Shares 144 Est. Cost $363.27 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $51 Shares 44 Est. Cost $1108.77 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $50 Shares 202 Est. Cost $231.70 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $49 Shares 656 Est. Cost $67.82 Unrealized 0.0%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $49 Shares 225 Est. Cost $192.10 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $49 Shares 675 Est. Cost $72.77 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $49 Shares 162 Est. Cost $301.40 Unrealized 0.0%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $48 Shares 435 Est. Cost $110.84 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $47 Shares 568 Est. Cost $82.55 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $46 Shares 646 Est. Cost $71.07 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $45 Shares 323 Est. Cost $139.26 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 938 Est. Cost $47.71 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $44 Shares 157 Est. Cost $275.21 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $44 Shares 400 Est. Cost $110.38 Unrealized
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $44 Shares 3,358 Est. Cost $13.12 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $44 Shares 213 Est. Cost $180.78 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $43 Shares 130 Est. Cost $316.55 Unrealized 0.0%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $42 Shares 2,124 Est. Cost $20.57 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $42 Shares 50 Est. Cost $677.11 Unrealized 0.0%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $39 Shares 1,096 Est. Cost $35.79 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $39 Shares 195 Est. Cost $195.75 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $39 Shares 125 Est. Cost $300.20 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $39 Shares 408 Est. Cost $93.28 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $39 Shares 346 Est. Cost $111.47 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $38 Shares 142 Est. Cost $269.86 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $38 Shares 156 Est. Cost $238.95 Unrealized 0.0%
DSI ISHARES TR 0.0%
Value ($000) $38 Shares 299 Est. Cost $125.75 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $37 Shares 272 Est. Cost $137.61 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $37 Shares 716 Est. Cost $50.65 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $36 Shares 145 Est. Cost $244.20 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $36 Shares 565 Est. Cost $57.82 Unrealized 0.0%
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 986 Est. Cost $35.79 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $35 Shares 690 Est. Cost $50.55 Unrealized
FLNG FLEX LNG LTD 0.0%
Value ($000) $35 Shares 1,374 Est. Cost $23.62 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $35 Shares 115 Est. Cost $276.03 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $34 Shares 1,999 Est. Cost $17.16 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $34 Shares 3,457 Est. Cost $9.79 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $33 Shares 603 Est. Cost $55.50 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $33 Shares 96 Est. Cost $313.76 Unrealized 0.0%
BANR BANNER CORP 0.0%
Value ($000) $32 Shares 489 Est. Cost $64.56 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $32 Shares 92 Est. Cost $298.94 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $32 Shares 160 Est. Cost $198.37 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $32 Shares 157 Est. Cost $204.01 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $32 Shares 96 Est. Cost $322.17 Unrealized 0.0%
RBRK RUBRIK INC. 0.0%
Value ($000) $31 Shares 382 Est. Cost $85.96 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $31 Shares 480 Est. Cost $65.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $30 Shares 110 Est. Cost $285.50 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $30 Shares 204 Est. Cost $145.83 Unrealized
UNILEVER PLC 0.0%
Value ($000) $30 Shares 498 Est. Cost $59.24 Unrealized
BP BP PLC 0.0%
Value ($000) $28 Shares 814 Est. Cost $34.44 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $28 Shares 144 Est. Cost $193.99 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 1,061 Est. Cost $25.70 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $27 Shares 165 Est. Cost $164.59 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $27 Shares 214 Est. Cost $126.44 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 226 Est. Cost $118.44 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $27 Shares 44 Est. Cost $563.27 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $27 Shares 341 Est. Cost $31.14 Unrealized 0.0%
SHLD GLOBAL X FDS 0.0%
Value ($000) $26 Shares 369 Est. Cost $70.24 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $26 Shares 246 Est. Cost $104.61 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $26 Shares 388 Est. Cost $65.85 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $25 Shares 650 Est. Cost $45.03 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $25 Shares 114 Est. Cost $222.09 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $25 Shares 185 Est. Cost $135.48 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $178.62 Unrealized 0.0%
XSW SPDR SERIES TRUST 0.0%
Value ($000) $25 Shares 125 Est. Cost $198.14 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $25 Shares 510 Est. Cost $46.35 Unrealized 0.0%
IYK ISHARES TR 0.0%
Value ($000) $24 Shares 358 Est. Cost $68.34 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $24 Shares 304 Est. Cost $79.80 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $24 Shares 562 Est. Cost $43.16 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $24 Shares 315 Est. Cost $72.21 Unrealized 0.0%
BITX VOLATILITY SHS TR 0.0%
Value ($000) $23 Shares 423 Est. Cost $55.07 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $23 Shares 352 Est. Cost $61.42 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $201.95 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $23 Shares 206 Est. Cost $117.95 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $23 Shares 191 Est. Cost $118.64 Unrealized
CNBS AMPLIFY ETF TR 0.0%
Value ($000) $23 Shares 766 Est. Cost $29.57 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $23 Shares 577 Est. Cost $43.20 Unrealized 0.0%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 176 Est. Cost $125.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $22 Shares 341 Est. Cost $66.89 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $22 Shares 244 Est. Cost $89.77 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $22 Shares 684 Est. Cost $31.51 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $21 Shares 97 Est. Cost $210.78 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $235.04 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $21 Shares 43 Est. Cost $533.84 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $20 Shares 35 Est. Cost $573.47 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $20 Shares 1,152 Est. Cost $17.06 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 66 Est. Cost $295.30 Unrealized
COR CENCORA INC 0.0%
Value ($000) $19 Shares 62 Est. Cost $293.50 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $19 Shares 112 Est. Cost $147.81 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $19 Shares 229 Est. Cost $77.91 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $18 Shares 114 Est. Cost $153.11 Unrealized 0.0%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $17 Shares 256 Est. Cost $67.04 Unrealized
NVDL GRANITESHARES ETF TR 0.0%
Value ($000) $16 Shares 176 Est. Cost $93.63 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $16 Shares 78 Est. Cost $209.05 Unrealized
EWP ISHARES INC 0.0%
Value ($000) $16 Shares 329 Est. Cost $49.50 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $16 Shares 372 Est. Cost $36.06 Unrealized 0.0%
EWT ISHARES INC 0.0%
Value ($000) $16 Shares 254 Est. Cost $63.62 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $16 Shares 62 Est. Cost $256.45 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $16 Shares 93 Est. Cost $169.87 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $16 Shares 61 Est. Cost $267.49 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $15 Shares 78 Est. Cost $204.56 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $15 Shares 82 Est. Cost $193.30 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 154 Est. Cost $92.22 Unrealized 0.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $15 Shares 2,986 Est. Cost $5.25 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $14 Shares 103 Est. Cost $140.03 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value ($000) $14 Shares 30 Est. Cost $470.63 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.61 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $13 Shares 188 Est. Cost $64.19 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $13 Shares 210 Est. Cost $63.41 Unrealized 0.0%
BITO PROSHARES TR 0.0%
Value ($000) $13 Shares 660 Est. Cost $19.68 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $13 Shares 13 Est. Cost $970.31 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $12 Shares 378 Est. Cost $32.06 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $12 Shares 115 Est. Cost $105.26 Unrealized 0.0%
NFXL DIREXION SHS ETF TR 0.0%
Value ($000) $12 Shares 216 Est. Cost $56.15 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $12 Shares 80 Est. Cost $133.31 Unrealized 0.0%
B BARRICK MNG CORP 0.0%
Value ($000) $12 Shares 359 Est. Cost $25.15 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $12 Shares 66 Est. Cost $177.42 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $12 Shares 131 Est. Cost $88.43 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $11 Shares 50 Est. Cost $225.72 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $11 Shares 60 Est. Cost $169.06 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $11 Shares 79 Est. Cost $137.70 Unrealized 0.0%
AYI ACUITY INC 0.0%
Value ($000) $11 Shares 32 Est. Cost $318.45 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $11 Shares 156 Est. Cost $67.38 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $10 Shares 171 Est. Cost $59.94 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $10 Shares 75 Est. Cost $140.51 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 30 Est. Cost $332.83 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $10 Shares 310 Est. Cost $32.43 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $10 Shares 513 Est. Cost $19.31 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $10 Shares 36 Est. Cost $274.03 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $10 Shares 132 Est. Cost $74.37 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 32 Est. Cost $299.31 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $9 Shares 259 Est. Cost $24.23 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 88 Est. Cost $97.97 Unrealized
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $2.63 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $9 Shares 122 Est. Cost $66.33 Unrealized 0.0%
IWV ISHARES TR 0.0%
Value ($000) $8 Shares 22 Est. Cost $385.32 Unrealized
SAP SAP SE 0.0%
Value ($000) $8 Shares 30 Est. Cost $271.37 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.98 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $8 Shares 10 Est. Cost $703.03 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 153 Est. Cost $50.84 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $8 Shares 353 Est. Cost $21.87 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $140.43 Unrealized 0.0%
GDDY GODADDY INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $153.92 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $6 Shares 572 Est. Cost $12.32 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $427.59 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $6 Shares 54 Est. Cost $116.99 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 24 Est. Cost $255.67 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 76 Est. Cost $80.21 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $63.45 Unrealized 0.0%
TENB TENABLE HLDGS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.23 Unrealized 0.0%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 40 Est. Cost $141.82 Unrealized
CGNT COGNYTE SOFTWARE LTD 0.0%
Value ($000) $6 Shares 666 Est. Cost $8.85 Unrealized 0.0%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 62 Est. Cost $90.11 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $5 Shares 15 Est. Cost $384.53 Unrealized 0.0%
CRWV COREWEAVE INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $118.31 Unrealized 0.0%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $5 Shares 1,140 Est. Cost $4.79 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $90.37 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 7 Est. Cost $755.57 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $100.52 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $5 Shares 45 Est. Cost $100.00 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $4 Shares 43 Est. Cost $95.56 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $231.22 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $157.20 Unrealized 0.0%
IDU ISHARES TR 0.0%
Value ($000) $4 Shares 32 Est. Cost $110.91 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 36 Est. Cost $103.56 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.70 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $3 Shares 33 Est. Cost $101.45 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $158.24 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $3 Shares 116 Est. Cost $28.07 Unrealized 0.0%
MONOGRAM TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.87 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.20 Unrealized 0.0%
ETOR ETORO GROUP LTD 0.0%
Value ($000) $3 Shares 62 Est. Cost $51.48 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $3 Shares 52 Est. Cost $49.17 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $190.33 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $2 Shares 48 Est. Cost $50.65 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $104.40 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.56 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $88.57 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 40 Est. Cost $49.52 Unrealized
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $2 Shares 534 Est. Cost $4.45 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $888.48 Unrealized 0.0%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.40 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.45 Unrealized
NIO NIO INC 0.0%
Value ($000) $2 Shares 207 Est. Cost $7.62 Unrealized
IDRV ISHARES TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.05 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $343.44 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $191.42 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $92.92 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 10 Est. Cost $120.00 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.14 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.93 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $207.11 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $127.82 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.61 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $147.83 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.85 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.16 Unrealized 0.0%
GPRO GOPRO INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $1.49 Unrealized 0.0%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.38 Unrealized
RAL RALLIANT CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $44.46 Unrealized 0.0%
SUSC ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $23.84 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $33.96 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.69 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.15 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2 Est. Cost $247.50 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $0 Shares 9 Est. Cost $53.44 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $107.00 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $7.78 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $8.30 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $188.50 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.14 Unrealized
NACP TIDAL TRUST III 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.29 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.67 Unrealized
VOTE TCW ETF TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.75 Unrealized
SHE SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $129.50 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.67 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.25 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $4.80 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.50 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.14 Unrealized 0.0%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 114 Est. Cost $1.30 Unrealized 0.0%
ESML ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.00 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.70 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.74 Unrealized 0.0%
ESGD ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.00 Unrealized
MTRN MATERION CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.00 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.39 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.01 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.96 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.00 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.35 Unrealized 0.0%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.09 Unrealized 0.0%
MFA MFA FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.51 Unrealized 0.0%
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.00 Unrealized
ALTO ALTO INGREDIENTS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.12 Unrealized 0.0%