Synergy Investment Management, LLC Diversified Active

CIK: 0002053786 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 30, 2025

Total Value ($000): $239,487 (100.0% shares, 0.0% debt)

Holdings (598)

VOO VANGUARD S&P 8.0%
Value ($000) $19,276 Shares 37,509 Est. Cost $537.00 Unrealized
VUG VANGUARD GROWTH 6.8%
Value ($000) $16,301 Shares 43,961 Est. Cost $410.44 Unrealized
IVV ISHARES CORE 6.8%
Value ($000) $16,269 Shares 28,953 Est. Cost $588.68 Unrealized
SCHD SCHWAB US 4.9%
Value ($000) $11,636 Shares 416,172 Est. Cost $27.58 Unrealized
TLT ISHARES 20YR 3.7%
Value ($000) $8,801 Shares 96,682 Est. Cost $87.94 Unrealized
SPHQ INVESCO S&P 3.4%
Value ($000) $8,102 Shares 122,121 Est. Cost $66.87 Unrealized
SPYG SPDR PORTFOLIO 3.2%
Value ($000) $7,763 Shares 96,595 Est. Cost $86.41 Unrealized
DYNF ISHARES U S 2.8%
Value ($000) $6,648 Shares 136,343 Est. Cost $50.79 Unrealized
SPYV SPDR PORTFOLIO 2.3%
Value ($000) $5,538 Shares 108,449 Est. Cost $51.10 Unrealized
CGDV CAPITAL GROUP 2.2%
Value ($000) $5,279 Shares 148,127 Est. Cost $35.31 Unrealized
SPTI SPDR INTERMEDIATE 2.2%
Value ($000) $5,223 Shares 182,764 Est. Cost $27.88 Unrealized
IUSV ISHARES CORE 2.2%
Value ($000) $5,156 Shares 55,870 Est. Cost $92.59 Unrealized
IEFA ISHARES CORE 1.8%
Value ($000) $4,191 Shares 55,404 Est. Cost $70.28 Unrealized
SPTS SPDR PORTFOLIO 1.5%
Value ($000) $3,666 Shares 125,383 Est. Cost $29.10 Unrealized
BINC ISHARES FLEXIBLE 1.4%
Value ($000) $3,464 Shares 66,139 Est. Cost $52.08 Unrealized
VTI VANGUARD TOTAL 1.4%
Value ($000) $3,284 Shares 11,949 Est. Cost $289.80 Unrealized
EMXC ISHARES MSCI 1.3%
Value ($000) $3,139 Shares 56,974 Est. Cost $55.43 Unrealized
SPYM SPDR PORTFOLIO 1.3%
Value ($000) $3,012 Shares 45,807 Est. Cost $68.75 Unrealized
EFV ISHARES MSCI 1.1%
Value ($000) $2,683 Shares 45,528 Est. Cost $52.47 Unrealized
CGMS CAPITAL GROUP 1.1%
Value ($000) $2,617 Shares 95,874 Est. Cost $27.29 Unrealized
SPSM SPDR PORTFOLIO 1.1%
Value ($000) $2,537 Shares 62,235 Est. Cost $44.70 Unrealized
FPEI FIRST TRUST 1.0%
Value ($000) $2,492 Shares 133,281 Est. Cost $18.70 Unrealized
AMZN AMAZON COM 1.0%
Value ($000) $2,410 Shares 12,665 Est. Cost $211.55 Unrealized +2.6%
IYW ISHARES TECHNOLOGY 1.0%
Value ($000) $2,399 Shares 17,081 Est. Cost $155.07 Unrealized
SECT NORTHERN LTS FD TR IV 1.0%
Value ($000) $2,396 Shares 43,600 Est. Cost $54.96 Unrealized
CGGR CAPITAL GROUP 1.0%
Value ($000) $2,378 Shares 69,432 Est. Cost $36.87 Unrealized
IAU ISHARES GOLD 1.0%
Value ($000) $2,315 Shares 39,265 Est. Cost $55.42 Unrealized
SPMB SPDR MORTGAGE 1.0%
Value ($000) $2,303 Shares 104,423 Est. Cost $21.55 Unrealized
MUB ISHARES NATIONAL 0.9%
Value ($000) $2,213 Shares 20,987 Est. Cost $106.55 Unrealized
EFG ISHARES MSCI 0.9%
Value ($000) $2,213 Shares 22,129 Est. Cost $96.83 Unrealized
OEF ISHARES S&P 0.9%
Value ($000) $2,140 Shares 7,900 Est. Cost $274.82 Unrealized
UCON FIRST TRUST 0.8%
Value ($000) $1,881 Shares 75,982 Est. Cost $24.65 Unrealized
SPMO INVESCO S&P 0.7%
Value ($000) $1,769 Shares 19,122 Est. Cost $94.56 Unrealized
MBB ISHARES MBS 0.7%
Value ($000) $1,694 Shares 18,069 Est. Cost $91.68 Unrealized
NVDA NVIDIA CORP 0.7%
Value ($000) $1,621 Shares 14,957 Est. Cost $137.79 Unrealized -8.0%
IUS INVESCO RAFI 0.6%
Value ($000) $1,541 Shares 31,223 Est. Cost $49.48 Unrealized
HEFA ISHARES CURRENCY 0.6%
Value ($000) $1,518 Shares 41,816 Est. Cost $36.04 Unrealized
AVDV AVANTIS INTL 0.6%
Value ($000) $1,507 Shares 21,612 Est. Cost $65.08 Unrealized
BND VANGUARD TOTAL 0.6%
Value ($000) $1,427 Shares 19,423 Est. Cost $72.07 Unrealized
VTV VANGUARD VALUE 0.6%
Value ($000) $1,404 Shares 8,127 Est. Cost $169.30 Unrealized
USIG ISHARES BROAD 0.6%
Value ($000) $1,349 Shares 26,409 Est. Cost $50.28 Unrealized
VGSH VANGUARD SHORT 0.5%
Value ($000) $1,308 Shares 22,287 Est. Cost $58.18 Unrealized
EMB ISHARES JPMORGAN 0.5%
Value ($000) $1,270 Shares 14,016 Est. Cost $89.13 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,101 Shares 4,957 Est. Cost $234.51 Unrealized -1.6%
CGCB CAPITAL GROUP 0.4%
Value ($000) $1,050 Shares 39,945 Est. Cost $26.13 Unrealized
LLY ELI LILLY 0.4%
Value ($000) $1,024 Shares 1,240 Est. Cost $821.14 Unrealized +0.7%
XMHQ INVESCO S&P 0.4%
Value ($000) $996 Shares 10,887 Est. Cost $92.37 Unrealized
IVW ISHARES S&P 0.4%
Value ($000) $991 Shares 10,670 Est. Cost $101.53 Unrealized
CGBL CAPITAL GROUP 0.4%
Value ($000) $964 Shares 31,115 Est. Cost $31.14 Unrealized
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $928 Shares 1,771 Est. Cost $552.89 Unrealized -9.7%
BUFR FIRST TRUST 0.4%
Value ($000) $883 Shares 29,750 Est. Cost $29.94 Unrealized
QQQ INVESCO QQQ 0.4%
Value ($000) $879 Shares 1,875 Est. Cost $500.73 Unrealized
META META PLATFORMS 0.3%
Value ($000) $815 Shares 1,414 Est. Cost $584.74 Unrealized +10.0%
DBEF XTRACKERS MSCI 0.3%
Value ($000) $777 Shares 17,944 Est. Cost $41.65 Unrealized
MGV VANGUARD MEGA 0.3%
Value ($000) $762 Shares 5,917 Est. Cost $124.90 Unrealized
SPLV INVESCO S&P 0.3%
Value ($000) $734 Shares 9,827 Est. Cost $70.00 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $683 Shares 1,819 Est. Cost $422.35 Unrealized -4.1%
IWB ISHARES RUSSELL 0.3%
Value ($000) $673 Shares 2,194 Est. Cost $322.14 Unrealized
FMHI FIRST TRUST 0.3%
Value ($000) $662 Shares 13,844 Est. Cost $47.90 Unrealized
SUB ISHARES SHORT 0.3%
Value ($000) $657 Shares 6,224 Est. Cost $105.48 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $652 Shares 4,172 Est. Cost $175.67 Unrealized +3.9%
USFR WISDOMTREE FLOATING 0.3%
Value ($000) $620 Shares 12,313 Est. Cost $50.32 Unrealized
MGK VANGUARD MEGA 0.3%
Value ($000) $611 Shares 1,978 Est. Cost $343.27 Unrealized
FVD FIRST TRUST 0.3%
Value ($000) $603 Shares 13,516 Est. Cost $43.64 Unrealized
IEMG ISHARES CORE 0.3%
Value ($000) $602 Shares 11,161 Est. Cost $52.90 Unrealized
SPDW SPDR DEVELOPED 0.2%
Value ($000) $596 Shares 16,375 Est. Cost $34.13 Unrealized
ICVT ISHARES CONV 0.2%
Value ($000) $584 Shares 6,989 Est. Cost $84.90 Unrealized
CHKP CHECK POINT 0.2%
Value ($000) $558 Shares 2,450 Est. Cost $188.34 Unrealized +12.5%
RDVY FIRST TRUST 0.2%
Value ($000) $542 Shares 9,257 Est. Cost $59.12 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $536 Shares 3,489 Est. Cost $159.52 Unrealized +0.1%
DIS WALT DISNEY 0.2%
Value ($000) $532 Shares 5,393 Est. Cost $103.52 Unrealized +2.7%
VXF VANGUARD EXTENDED 0.2%
Value ($000) $525 Shares 3,048 Est. Cost $189.57 Unrealized
MINT PIMCO EHNANCED 0.2%
Value ($000) $525 Shares 5,214 Est. Cost $100.34 Unrealized
IUSG ISHARES S&P 0.2%
Value ($000) $517 Shares 4,068 Est. Cost $139.33 Unrealized
CGCV CAPITAL GROUP 0.2%
Value ($000) $511 Shares 18,850 Est. Cost $27.01 Unrealized
FTCS FIRST TRUST 0.2%
Value ($000) $482 Shares 5,374 Est. Cost $87.81 Unrealized
QLTA ISHARES AAA 0.2%
Value ($000) $443 Shares 9,322 Est. Cost $46.99 Unrealized
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $441 Shares 2,125 Est. Cost $162.62 Unrealized +16.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $439 Shares 2,645 Est. Cost $149.59 Unrealized +1.9%
BRK/B BERKSHIRE HATHAWAY 0.2%
Value ($000) $434 Shares 814 Est. Cost $462.03 Unrealized +5.2%
IGRO ISHARES INTL 0.2%
Value ($000) $431 Shares 5,951 Est. Cost $68.04 Unrealized
HIMU BLACKROCK ISHARES 0.2%
Value ($000) $413 Shares 8,332 Est. Cost $49.53 Unrealized
ADP AUTOMATIC DATA 0.2%
Value ($000) $410 Shares 1,342 Est. Cost $287.90 Unrealized +2.6%
CGDG CAPITAL GROUP 0.2%
Value ($000) $403 Shares 13,050 Est. Cost $30.25 Unrealized
CGMU CAPITAL GROUP 0.2%
Value ($000) $394 Shares 14,700 Est. Cost $26.82 Unrealized
VEA VANGUARD FTSE 0.2%
Value ($000) $390 Shares 7,663 Est. Cost $47.82 Unrealized
XLK TECHNOLOGY SELECT 0.2%
Value ($000) $386 Shares 1,869 Est. Cost $232.46 Unrealized
SPTM SPDR PORTFOLIO 0.2%
Value ($000) $384 Shares 5,653 Est. Cost $71.43 Unrealized
AVEM AVANTIS EMERGING 0.1%
Value ($000) $349 Shares 5,793 Est. Cost $58.79 Unrealized
MRSH MARSH & MCLENNAN 0.1%
Value ($000) $348 Shares 1,426 Est. Cost $217.77 Unrealized +2.6%
IJH ISHARES CORE 0.1%
Value ($000) $343 Shares 5,874 Est. Cost $62.25 Unrealized
VB VANGUARD SMALL 0.1%
Value ($000) $316 Shares 1,427 Est. Cost $240.17 Unrealized
CGGO CAPITAL GROUP 0.1%
Value ($000) $310 Shares 10,960 Est. Cost $29.16 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $308 Shares 1,265 Est. Cost $271.73 Unrealized -6.7%
IJR ISHARES CORE 0.1%
Value ($000) $306 Shares 2,928 Est. Cost $115.22 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $304 Shares 1,173 Est. Cost $321.74 Unrealized +3.6%
FBND FIDELITY TOTAL 0.1%
Value ($000) $297 Shares 6,500 Est. Cost $44.87 Unrealized
EELV INVESCO S&P 0.1%
Value ($000) $293 Shares 12,060 Est. Cost $24.28 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $290 Shares 928 Est. Cost $290.22 Unrealized +0.9%
AXON AXON ENTERPRISE 0.1%
Value ($000) $289 Shares 550 Est. Cost $543.94 Unrealized +7.6%
FTCB FIRST TRUST 0.1%
Value ($000) $287 Shares 13,667 Est. Cost $20.99 Unrealized
BOND PIMCO ACTIVE 0.1%
Value ($000) $286 Shares 3,090 Est. Cost $90.42 Unrealized
ITA ISHARES AEROSPACE 0.1%
Value ($000) $284 Shares 1,856 Est. Cost $145.35 Unrealized
FTGS FIRST TRUST 0.1%
Value ($000) $277 Shares 9,310 Est. Cost $30.77 Unrealized
TDIV FIRST TRUST 0.1%
Value ($000) $273 Shares 3,712 Est. Cost $77.64 Unrealized
PFLT PENNANTPARK FLOATING 0.1%
Value ($000) $253 Shares 22,651 Est. Cost $9.58 Unrealized +2.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $252 Shares 1,627 Est. Cost $174.38 Unrealized +3.6%
JEPQ JPMORGAN 0.1%
Value ($000) $251 Shares 4,852 Est. Cost $56.03 Unrealized
QYLD GLOBAL X 0.1%
Value ($000) $245 Shares 14,751 Est. Cost $18.06 Unrealized
CGHM CAPITAL GROUP 0.1%
Value ($000) $244 Shares 9,750 Est. Cost $25.06 Unrealized
WTPI WISDOMTREE PUTWRITE 0.1%
Value ($000) $233 Shares 7,473 Est. Cost $31.14 Unrealized
FSK FS KKR 0.1%
Value ($000) $231 Shares 11,031 Est. Cost $17.76 Unrealized +8.3%
BIDD BLACKROCK ISHARES 0.1%
Value ($000) $227 Shares 8,774 Est. Cost $24.72 Unrealized
ILCB ISHARES MORNINGSTAR 0.1%
Value ($000) $220 Shares 2,846 Est. Cost $81.16 Unrealized
IVE ISHARES S&P 0.1%
Value ($000) $218 Shares 1,145 Est. Cost $190.88 Unrealized
FIXD FIRST TRUST 0.1%
Value ($000) $218 Shares 4,964 Est. Cost $42.97 Unrealized
SPY SPDR S&P 0.1%
Value ($000) $217 Shares 388 Est. Cost $584.36 Unrealized
FIIG FIRST TRUST 0.1%
Value ($000) $216 Shares 10,402 Est. Cost $20.47 Unrealized
SPBO SPDR CORP 0.1%
Value ($000) $213 Shares 7,355 Est. Cost $28.64 Unrealized
V VISA INC 0.1%
Value ($000) $209 Shares 597 Est. Cost $300.24 Unrealized +12.0%
SLV ISHARES SILVER 0.1%
Value ($000) $206 Shares 6,653 Est. Cost $26.33 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $198 Shares 913 Est. Cost $192.45 Unrealized +10.6%
LGOV FIRST TRUST 0.1%
Value ($000) $197 Shares 9,156 Est. Cost $20.90 Unrealized
VOE VANGUARD MID 0.1%
Value ($000) $194 Shares 1,207 Est. Cost $161.77 Unrealized
GLD SPDR GOLD 0.1%
Value ($000) $194 Shares 672 Est. Cost $242.13 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $193 Shares 526 Est. Cost $397.26 Unrealized -4.2%
FMF FIRST TRUST 0.1%
Value ($000) $189 Shares 4,089 Est. Cost $47.52 Unrealized
IWV ISHARES RUSSELL 0.1%
Value ($000) $188 Shares 591 Est. Cost $334.08 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $186 Shares 930 Est. Cost $220.91 Unrealized
JPM JPMORGAN CHASE 0.1%
Value ($000) $182 Shares 742 Est. Cost $229.02 Unrealized +9.6%
BALI ISHARES ADVANTAGE 0.1%
Value ($000) $181 Shares 6,293 Est. Cost $29.98 Unrealized
VBK VANGUARD SMALL 0.1%
Value ($000) $177 Shares 705 Est. Cost $280.06 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $174 Shares 1,019 Est. Cost $165.73 Unrealized -1.1%
IMCB ISHARES MORNINGSTAR 0.1%
Value ($000) $173 Shares 2,340 Est. Cost $76.15 Unrealized
RDVI FIRST TRUST 0.1%
Value ($000) $171 Shares 7,220 Est. Cost $24.24 Unrealized
CIBR FIRST TRUST 0.1%
Value ($000) $170 Shares 2,702 Est. Cost $63.45 Unrealized
VTEB VANGUARD MUNICIPAL 0.1%
Value ($000) $163 Shares 3,293 Est. Cost $50.13 Unrealized
IWF ISHARES RUSSELL 0.1%
Value ($000) $163 Shares 451 Est. Cost $401.58 Unrealized
AGG ISHARES CORE 0.1%
Value ($000) $160 Shares 1,615 Est. Cost $96.90 Unrealized
FTA FIRST TRUST 0.1%
Value ($000) $158 Shares 2,060 Est. Cost $76.46 Unrealized
CGCP CAPITAL GROUP 0.1%
Value ($000) $157 Shares 6,980 Est. Cost $22.20 Unrealized
IYY ISHARES DOW 0.1%
Value ($000) $157 Shares 1,150 Est. Cost $143.09 Unrealized
XMLV INVESCO S&P 0.1%
Value ($000) $155 Shares 2,506 Est. Cost $60.82 Unrealized
VO VANGUARD MID 0.1%
Value ($000) $154 Shares 595 Est. Cost $263.77 Unrealized
FNDF SCHWAB FUNDAMENTAL 0.1%
Value ($000) $150 Shares 4,163 Est. Cost $36.14 Unrealized
HYGW ISHARES HIGH 0.1%
Value ($000) $145 Shares 4,614 Est. Cost $31.76 Unrealized
FDT FIRST TRUST 0.1%
Value ($000) $143 Shares 2,460 Est. Cost $54.29 Unrealized
VOT VANGUARD MID 0.1%
Value ($000) $139 Shares 567 Est. Cost $252.90 Unrealized
SPEM SPDR EMERGING 0.1%
Value ($000) $135 Shares 3,432 Est. Cost $38.37 Unrealized
OBDC BLUE OWL 0.1%
Value ($000) $135 Shares 9,192 Est. Cost $13.10 Unrealized +2.5%
CARR CARRIER GLOBAL 0.1%
Value ($000) $128 Shares 2,025 Est. Cost $74.39 Unrealized -11.6%
KO COCA COLA COMPANY 0.1%
Value ($000) $128 Shares 1,782 Est. Cost $63.16 Unrealized +2.9%
ILCG ISHARES MORNINGSTAR 0.1%
Value ($000) $127 Shares 1,565 Est. Cost $89.60 Unrealized
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $126 Shares 1,247 Est. Cost $100.70 Unrealized 0.0%
LMBS FIRST TRUST 0.1%
Value ($000) $125 Shares 2,536 Est. Cost $48.70 Unrealized
DFAS DIMENSIONAL US 0.1%
Value ($000) $122 Shares 2,050 Est. Cost $65.08 Unrealized
SCHF SCHWAB INTL 0.1%
Value ($000) $122 Shares 6,160 Est. Cost $18.50 Unrealized
TMAT NORTHERN LTS FD TR IV 0.0%
Value ($000) $118 Shares 5,687 Est. Cost $20.84 Unrealized
NTSX WISDOMTREE U S 0.0%
Value ($000) $118 Shares 2,608 Est. Cost $46.68 Unrealized
AFLG FIRST TRUST 0.0%
Value ($000) $118 Shares 3,500 Est. Cost $33.69 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $118 Shares 1,058 Est. Cost $106.42 Unrealized -2.2%
DLR DIGITAL REALTY 0.0%
Value ($000) $117 Shares 818 Est. Cost $170.91 Unrealized -7.5%
VBR VANGUARD SMALL 0.0%
Value ($000) $111 Shares 594 Est. Cost $198.18 Unrealized
WMT WALMART INC 0.0%
Value ($000) $109 Shares 1,246 Est. Cost $85.80 Unrealized +8.3%
BUYW NORTHERN LTS FD TR IV 0.0%
Value ($000) $109 Shares 7,837 Est. Cost $13.94 Unrealized
VGIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $107 Shares 1,795 Est. Cost $58.00 Unrealized
FSIG FIRST TRUST 0.0%
Value ($000) $105 Shares 5,556 Est. Cost $18.87 Unrealized
UBER UBER TECHNOLOGIES 0.0%
Value ($000) $105 Shares 1,436 Est. Cost $71.41 Unrealized +0.9%
LOW LOWES COMPANIES 0.0%
Value ($000) $103 Shares 440 Est. Cost $261.54 Unrealized -7.4%
FAAR FIRST TRUST 0.0%
Value ($000) $102 Shares 3,533 Est. Cost $28.04 Unrealized
IJK ISHARES S&P 0.0%
Value ($000) $101 Shares 1,216 Est. Cost $90.93 Unrealized
VCIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $101 Shares 1,234 Est. Cost $80.27 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $99 Shares 300 Est. Cost $381.74 Unrealized -7.8%
FEP FIRST TRUST 0.0%
Value ($000) $98 Shares 2,393 Est. Cost $35.81 Unrealized
FTLS FIRST TRUST 0.0%
Value ($000) $97 Shares 1,518 Est. Cost $65.75 Unrealized
CGUS CAPITAL GROUP 0.0%
Value ($000) $96 Shares 2,885 Est. Cost $34.18 Unrealized
VMBS VANGUARD MORTGAGE 0.0%
Value ($000) $86 Shares 1,854 Est. Cost $45.34 Unrealized
XLF FINANCIAL SELECT 0.0%
Value ($000) $82 Shares 1,644 Est. Cost $48.31 Unrealized
NVO NOVO NORDISK 0.0%
Value ($000) $82 Shares 1,176 Est. Cost $85.23 Unrealized
QVMT INVESCO S&P 0.0%
Value ($000) $80 Shares 1,555 Est. Cost $49.29 Unrealized
FDN FIRST TRUST 0.0%
Value ($000) $80 Shares 361 Est. Cost $243.17 Unrealized
HDB HDFC BANK 0.0%
Value ($000) $78 Shares 1,168 Est. Cost $63.86 Unrealized
DFAU DIMENSIONAL US 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $40.49 Unrealized
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $77 Shares 820 Est. Cost $93.07 Unrealized -5.6%
FJP FIRST TRUST 0.0%
Value ($000) $76 Shares 1,390 Est. Cost $51.68 Unrealized
FEM FIRST TRUST 0.0%
Value ($000) $75 Shares 3,285 Est. Cost $22.06 Unrealized
SPMD SPDR PORTFOLIO 0.0%
Value ($000) $75 Shares 1,466 Est. Cost $54.60 Unrealized
CGSD CAPITAL GROUP 0.0%
Value ($000) $75 Shares 2,900 Est. Cost $25.81 Unrealized
ARCC ARES CAPITAL 0.0%
Value ($000) $74 Shares 3,339 Est. Cost $19.38 Unrealized +7.6%
IWS ISHARES RUSS 0.0%
Value ($000) $74 Shares 587 Est. Cost $129.34 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $73 Shares 978 Est. Cost $73.73 Unrealized -3.3%
FPE FIRST TRUST 0.0%
Value ($000) $73 Shares 4,156 Est. Cost $17.70 Unrealized
CLOA BLACKROCK ISHARES 0.0%
Value ($000) $73 Shares 1,406 Est. Cost $51.77 Unrealized
IJS ISHARES S&P 0.0%
Value ($000) $73 Shares 746 Est. Cost $108.55 Unrealized
IYJ ISHARES U S 0.0%
Value ($000) $72 Shares 552 Est. Cost $133.52 Unrealized
FBT FIRST TRUST 0.0%
Value ($000) $72 Shares 421 Est. Cost $166.21 Unrealized
RSPT INVESCO S&P 0.0%
Value ($000) $72 Shares 2,093 Est. Cost $37.42 Unrealized
HDV ISHARES CORE 0.0%
Value ($000) $72 Shares 591 Est. Cost $114.11 Unrealized
DEM WISDOMTREE EMERGING 0.0%
Value ($000) $70 Shares 1,672 Est. Cost $41.36 Unrealized
DVY ISHARES SELECT 0.0%
Value ($000) $70 Shares 524 Est. Cost $131.26 Unrealized
VYM VANGUARD HIGH 0.0%
Value ($000) $70 Shares 545 Est. Cost $127.59 Unrealized
EEMV ISHARES MSCI 0.0%
Value ($000) $70 Shares 1,203 Est. Cost $58.34 Unrealized
XLB MATERIALS SELECT 0.0%
Value ($000) $70 Shares 814 Est. Cost $84.14 Unrealized
IMCG ISHARES MORNINGSTAR 0.0%
Value ($000) $70 Shares 980 Est. Cost $75.53 Unrealized
VONG VANGUARD RUSSELL 0.0%
Value ($000) $70 Shares 750 Est. Cost $103.30 Unrealized
BKLN INVESCO SENIOR 0.0%
Value ($000) $68 Shares 3,271 Est. Cost $21.07 Unrealized
VEU VANGUARD FTSE 0.0%
Value ($000) $67 Shares 1,112 Est. Cost $57.41 Unrealized
SCHW SCHWAB CHARLES 0.0%
Value ($000) $67 Shares 858 Est. Cost $73.82 Unrealized +5.2%
NFLX NETFLIX INC 0.0%
Value ($000) $65 Shares 70 Est. Cost $82.31 Unrealized +15.5%
FTXO FIRST TRUST 0.0%
Value ($000) $64 Shares 2,118 Est. Cost $30.40 Unrealized
ISCG ISHARES MORNINGSTAR 0.0%
Value ($000) $64 Shares 1,416 Est. Cost $49.46 Unrealized
AVUV AVANTIS U S 0.0%
Value ($000) $64 Shares 729 Est. Cost $93.38 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $62 Shares 875 Est. Cost $74.83 Unrealized -8.2%
ITOT ISHARES CORE 0.0%
Value ($000) $62 Shares 508 Est. Cost $128.50 Unrealized
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $62 Shares 300 Est. Cost $218.15 Unrealized +6.9%
DFAI DIMENSIONAL INTL 0.0%
Value ($000) $58 Shares 1,857 Est. Cost $29.19 Unrealized
XLY CONSUMER DISCRETIONARY 0.0%
Value ($000) $58 Shares 293 Est. Cost $224.02 Unrealized
FNDA SCHWAB FUNDAMENTAL 0.0%
Value ($000) $56 Shares 2,054 Est. Cost $29.70 Unrealized
DJD INVESCO DOW 0.0%
Value ($000) $56 Shares 1,060 Est. Cost $50.71 Unrealized
VDC VANGUARD CONSUMER 0.0%
Value ($000) $56 Shares 255 Est. Cost $211.38 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $56 Shares 278 Est. Cost $177.15 Unrealized +10.5%
ABBV ABBVIE INC 0.0%
Value ($000) $55 Shares 263 Est. Cost $177.41 Unrealized +6.8%
QQEW FIRST TRUST 0.0%
Value ($000) $54 Shares 450 Est. Cost $124.96 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $54 Shares 1,187 Est. Cost $39.40 Unrealized +0.5%
VGT VANGUARD INFORMATION 0.0%
Value ($000) $54 Shares 99 Est. Cost $621.81 Unrealized
DON WISDOMTREE U S 0.0%
Value ($000) $53 Shares 1,079 Est. Cost $50.86 Unrealized
TMUS T-MOBILE US 0.0%
Value ($000) $53 Shares 200 Est. Cost $223.42 Unrealized +8.8%
XLU UTILITIES SELECT 0.0%
Value ($000) $53 Shares 671 Est. Cost $75.60 Unrealized
CMG CHIPOTLE MEXICAN 0.0%
Value ($000) $53 Shares 1,050 Est. Cost $60.27 Unrealized -9.8%
FTGC FIRST TRUST 0.0%
Value ($000) $53 Shares 2,064 Est. Cost $23.93 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $53 Shares 442 Est. Cost $112.36 Unrealized -4.6%
CWI SPDR MSCI 0.0%
Value ($000) $52 Shares 1,751 Est. Cost $28.00 Unrealized
SCHA SCHWAB US 0.0%
Value ($000) $51 Shares 2,178 Est. Cost $25.86 Unrealized
FCPT FOUR CORNERS 0.0%
Value ($000) $51 Shares 1,770 Est. Cost $27.14 Unrealized
JPST JPMORGAN 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.37 Unrealized
HWM HOWMET AEROSPACE 0.0%
Value ($000) $51 Shares 390 Est. Cost $109.18 Unrealized +16.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $50 Shares 2,580 Est. Cost $23.42 Unrealized +1.6%
AUSF GLOBAL X 0.0%
Value ($000) $50 Shares 1,145 Est. Cost $42.91 Unrealized
WMB WILLIAMS COS 0.0%
Value ($000) $48 Shares 808 Est. Cost $51.72 Unrealized +7.2%
GILD GILEAD SCIENCES 0.0%
Value ($000) $48 Shares 428 Est. Cost $87.00 Unrealized +15.5%
VWO VANGUARD FSTE 0.0%
Value ($000) $48 Shares 1,054 Est. Cost $44.04 Unrealized
ITB ISHARES U S 0.0%
Value ($000) $48 Shares 500 Est. Cost $103.39 Unrealized
FAD FIRST TRUST 0.0%
Value ($000) $47 Shares 364 Est. Cost $134.35 Unrealized
IJJ ISHARES S&P 0.0%
Value ($000) $45 Shares 379 Est. Cost $124.96 Unrealized
FYX FIRST TRUST 0.0%
Value ($000) $45 Shares 500 Est. Cost $101.06 Unrealized
QTEC FIRST TRUST 0.0%
Value ($000) $44 Shares 254 Est. Cost $183.01 Unrealized
CDNS CADENCE DESIGN 0.0%
Value ($000) $42 Shares 167 Est. Cost $290.70 Unrealized -4.3%
AMGN AMGEN INC 0.0%
Value ($000) $42 Shares 136 Est. Cost $286.10 Unrealized +0.4%
COST COSTCO WHOLESALE 0.0%
Value ($000) $42 Shares 44 Est. Cost $933.53 Unrealized +4.0%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $41 Shares 746 Est. Cost $55.43 Unrealized -2.7%
MDY SPDR S&P 0.0%
Value ($000) $41 Shares 77 Est. Cost $569.58 Unrealized
BLOK AMPLIFY BLOCKCHAIN 0.0%
Value ($000) $40 Shares 1,093 Est. Cost $43.17 Unrealized
SLYG SPDR SERIES 0.0%
Value ($000) $40 Shares 476 Est. Cost $85.90 Unrealized
SPAB SPDR AGGREGATE 0.0%
Value ($000) $39 Shares 1,531 Est. Cost $24.99 Unrealized
VIG VANGUARD DIVIDEND 0.0%
Value ($000) $39 Shares 199 Est. Cost $195.83 Unrealized
DGRO ISHARES CORE 0.0%
Value ($000) $38 Shares 622 Est. Cost $61.28 Unrealized
TRP TC ENERGY 0.0%
Value ($000) $37 Shares 787 Est. Cost $45.56 Unrealized -0.2%
BLK BLACKROCK FDG 0.0%
Value ($000) $37 Shares 39 Est. Cost $991.05 Unrealized -2.9%
PFF ISHARES PFD 0.0%
Value ($000) $37 Shares 1,198 Est. Cost $31.43 Unrealized
FNF FIDELITY NATIONAL 0.0%
Value ($000) $36 Shares 559 Est. Cost $56.05 Unrealized 0.0%
HR HEALTHCARE REALTY 0.0%
Value ($000) $36 Shares 2,131 Est. Cost $16.95 Unrealized
AVT AVNET INC 0.0%
Value ($000) $35 Shares 727 Est. Cost $52.56 Unrealized -6.1%
SPYD SPDR PORTFOLIO 0.0%
Value ($000) $34 Shares 773 Est. Cost $43.22 Unrealized
FXZ FIRST TRUST 0.0%
Value ($000) $34 Shares 608 Est. Cost $56.80 Unrealized
DKNG DRAFTKINGS INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $39.68 Unrealized +3.5%
SCHO SCHWAB SHORT 0.0%
Value ($000) $32 Shares 1,308 Est. Cost $24.06 Unrealized
SYSB ISHARES US 0.0%
Value ($000) $31 Shares 359 Est. Cost $86.78 Unrealized
ULST SPDR SSGA 0.0%
Value ($000) $31 Shares 771 Est. Cost $40.41 Unrealized
DIA SPDR DOW 0.0%
Value ($000) $31 Shares 74 Est. Cost $420.45 Unrealized
SPSB SPDR PORTFOLIO 0.0%
Value ($000) $31 Shares 1,030 Est. Cost $29.86 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $30 Shares 1,332 Est. Cost $22.54 Unrealized -2.9%
IUSB ISHARES CORE 0.0%
Value ($000) $30 Shares 647 Est. Cost $45.22 Unrealized
IWC ISHARES MICROCAP 0.0%
Value ($000) $29 Shares 265 Est. Cost $130.27 Unrealized
VSS VANGUARD FTSE 0.0%
Value ($000) $29 Shares 250 Est. Cost $114.48 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $29 Shares 82 Est. Cost $351.26 Unrealized -0.9%
EPR EPR PROPERTIES 0.0%
Value ($000) $29 Shares 544 Est. Cost $44.28 Unrealized
USRT ISHARES CORE 0.0%
Value ($000) $28 Shares 493 Est. Cost $57.29 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $28 Shares 211 Est. Cost $114.19 Unrealized +9.9%
AEE AMEREN CORP 0.0%
Value ($000) $28 Shares 275 Est. Cost $86.51 Unrealized +8.3%
VNQ VANGUARD REAL 0.0%
Value ($000) $27 Shares 302 Est. Cost $89.08 Unrealized
IXC ISHARES GLOBAL 0.0%
Value ($000) $27 Shares 641 Est. Cost $38.18 Unrealized
XLI INDUSTRIAL SELECT 0.0%
Value ($000) $27 Shares 204 Est. Cost $131.16 Unrealized
PEN PENUMBRA INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $270.50 Unrealized 0.0%
VLUE ISHARES MSCI 0.0%
Value ($000) $27 Shares 250 Est. Cost $105.61 Unrealized
WTV WISDOMTREE U S 0.0%
Value ($000) $26 Shares 318 Est. Cost $83.58 Unrealized
GBTC GRAYSCALE BITCOIN 0.0%
Value ($000) $26 Shares 400 Est. Cost $74.02 Unrealized
EFA ISHARES MSCI 0.0%
Value ($000) $26 Shares 315 Est. Cost $75.50 Unrealized
IXUS ISHARES CORE 0.0%
Value ($000) $25 Shares 360 Est. Cost $66.14 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $25 Shares 150 Est. Cost $182.87 Unrealized +14.7%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $25 Shares 404 Est. Cost $55.37 Unrealized +8.5%
BTCO INVESCO GALAXY 0.0%
Value ($000) $25 Shares 302 Est. Cost $93.31 Unrealized
INTL NORTHERN LTS FD TR IV 0.0%
Value ($000) $25 Shares 1,113 Est. Cost $22.10 Unrealized
COWZ PACER US 0.0%
Value ($000) $25 Shares 448 Est. Cost $55.98 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $24 Shares 174 Est. Cost $175.85 Unrealized -8.1%
NTAP NETAPP INC 0.0%
Value ($000) $24 Shares 275 Est. Cost $119.15 Unrealized -9.1%
RWR SPDR SERIES 0.0%
Value ($000) $24 Shares 243 Est. Cost $98.67 Unrealized
SDY SPDR SERIES 0.0%
Value ($000) $23 Shares 170 Est. Cost $132.00 Unrealized
IXN ISHARES GLOBAL 0.0%
Value ($000) $23 Shares 300 Est. Cost $84.75 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $22 Shares 200 Est. Cost $116.71 Unrealized -6.6%
GLW CORNING INC 0.0%
Value ($000) $22 Shares 485 Est. Cost $46.35 Unrealized +4.8%
XSOE WISDOMTREE EMERGING 0.0%
Value ($000) $22 Shares 715 Est. Cost $30.46 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $22 Shares 300 Est. Cost $62.65 Unrealized
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $22 Shares 302 Est. Cost $69.99 Unrealized +2.3%
IYR ISHARES U S 0.0%
Value ($000) $22 Shares 227 Est. Cost $92.77 Unrealized
ISCB ISHARES MORNINGSTAR 0.0%
Value ($000) $22 Shares 400 Est. Cost $58.66 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $21 Shares 275 Est. Cost $38.15 Unrealized -3.4%
PFE PFIZER INC 0.0%
Value ($000) $21 Shares 840 Est. Cost $25.12 Unrealized -1.6%
BBIN JPMORGAN BETABUILDERS 0.0%
Value ($000) $21 Shares 342 Est. Cost $57.04 Unrealized
IDU ISHARES U S 0.0%
Value ($000) $21 Shares 206 Est. Cost $95.92 Unrealized
DTE DTE ENERGY 0.0%
Value ($000) $21 Shares 150 Est. Cost $118.43 Unrealized +4.4%
SCHB SCHWAB US 0.0%
Value ($000) $21 Shares 963 Est. Cost $22.70 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $20 Shares 119 Est. Cost $146.72 Unrealized +2.6%
QEFA SPDR INDEX 0.0%
Value ($000) $20 Shares 250 Est. Cost $72.51 Unrealized
KR KROGER CO 0.0%
Value ($000) $20 Shares 290 Est. Cost $57.34 Unrealized +8.6%
EME EMCOR GROUP 0.0%
Value ($000) $20 Shares 53 Est. Cost $472.15 Unrealized -8.5%
IEI ISHARES 3-7YR 0.0%
Value ($000) $19 Shares 163 Est. Cost $116.98 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $19 Shares 128 Est. Cost $156.55 Unrealized -8.3%
LDUR PIMCO ENHANCED 0.0%
Value ($000) $19 Shares 199 Est. Cost $94.99 Unrealized
IWR ISHARES RUSSELL 0.0%
Value ($000) $19 Shares 224 Est. Cost $88.40 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $311.23 Unrealized -0.7%
ROST ROSS STORES 0.0%
Value ($000) $19 Shares 145 Est. Cost $145.12 Unrealized -4.6%
SCHG SCHWAB US 0.0%
Value ($000) $18 Shares 732 Est. Cost $27.87 Unrealized
DHS WISDOMTREE U S 0.0%
Value ($000) $18 Shares 182 Est. Cost $93.36 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $18 Shares 22 Est. Cost $897.54 Unrealized -1.9%
NUE NUCOR CORP 0.0%
Value ($000) $18 Shares 149 Est. Cost $140.88 Unrealized -10.0%
MAIN MAIN STREET 0.0%
Value ($000) $18 Shares 315 Est. Cost $53.30 Unrealized +11.5%
CALIBERCOS INC 0.0%
Value ($000) $18 Shares 32,000 Est. Cost $0.70 Unrealized
MOO VANECK AGRIBUSINESS 0.0%
Value ($000) $18 Shares 260 Est. Cost $64.52 Unrealized
ACWI ISHARES MSCI 0.0%
Value ($000) $18 Shares 151 Est. Cost $117.50 Unrealized
TJX TJX COS 0.0%
Value ($000) $17 Shares 141 Est. Cost $117.72 Unrealized +2.0%
XLV HEALTHCARE SELECT 0.0%
Value ($000) $17 Shares 116 Est. Cost $136.77 Unrealized
EDV VANGUARD EXTENDED 0.0%
Value ($000) $17 Shares 237 Est. Cost $67.72 Unrealized
VNQI VANGUARD GLOBAL 0.0%
Value ($000) $17 Shares 416 Est. Cost $39.56 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $17 Shares 79 Est. Cost $202.22 Unrealized -1.9%
DLS WISDOMTREE INTL 0.0%
Value ($000) $17 Shares 252 Est. Cost $62.95 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $16 Shares 150 Est. Cost $119.02 Unrealized -0.2%
EBND SPDR BLOOMBERG 0.0%
Value ($000) $16 Shares 819 Est. Cost $19.53 Unrealized
GD GENERAL DYNAMICS 0.0%
Value ($000) $16 Shares 59 Est. Cost $281.95 Unrealized -9.3%
MRK MERCK & COMPANY 0.0%
Value ($000) $16 Shares 175 Est. Cost $98.70 Unrealized -8.7%
ROBO ROBO GLOBAL 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.26 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $15 Shares 154 Est. Cost $93.94 Unrealized +7.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $15 Shares 50 Est. Cost $287.59 Unrealized 0.0%
OC OWENS CORNING 0.0%
Value ($000) $15 Shares 104 Est. Cost $186.85 Unrealized -11.5%
BBUS JPMORGAN BETABUILDERS 0.0%
Value ($000) $15 Shares 146 Est. Cost $104.64 Unrealized
LRCX LAM RESEARCH 0.0%
Value ($000) $15 Shares 201 Est. Cost $74.98 Unrealized +4.2%
JNK SPDR BLOOMBERG 0.0%
Value ($000) $14 Shares 152 Est. Cost $95.47 Unrealized
VOOG VANGUARD S&P 0.0%
Value ($000) $14 Shares 43 Est. Cost $365.70 Unrealized
USMV ISHARES MSCI 0.0%
Value ($000) $14 Shares 153 Est. Cost $88.74 Unrealized
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $14 Shares 27 Est. Cost $492.97 Unrealized -4.7%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $14 Shares 41 Est. Cost $393.53 Unrealized -8.8%
IBB ISHARES BIOTECHNOLOGY 0.0%
Value ($000) $14 Shares 106 Est. Cost $131.63 Unrealized
MOS MOSAIC COMPANY 0.0%
Value ($000) $13 Shares 495 Est. Cost $25.20 Unrealized +2.0%
SHV ISHARES SHORT 0.0%
Value ($000) $13 Shares 116 Est. Cost $109.78 Unrealized
NUVEEN AMT 0.0%
Value ($000) $13 Shares 1,037 Est. Cost $12.25 Unrealized
KXI ISHARES GLOBAL 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.29 Unrealized
NUVEEN MUNICIPAL 0.0%
Value ($000) $13 Shares 1,038 Est. Cost $12.17 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $13 Shares 33 Est. Cost $495.13 Unrealized -13.4%
MA MASTERCARD INC 0.0%
Value ($000) $13 Shares 23 Est. Cost $514.68 Unrealized +5.3%
JGRO JPMORGAN ACTIVE 0.0%
Value ($000) $13 Shares 170 Est. Cost $80.67 Unrealized
MNST MONSTER BEVERAGE 0.0%
Value ($000) $12 Shares 213 Est. Cost $52.48 Unrealized -0.7%
GIS GENERAL MILLS 0.0%
Value ($000) $12 Shares 206 Est. Cost $64.08 Unrealized -9.6%
HFXI NYLI FTSE 0.0%
Value ($000) $12 Shares 445 Est. Cost $26.06 Unrealized
AMP AMERIPRISE FINANCIAL 0.0%
Value ($000) $12 Shares 25 Est. Cost $526.39 Unrealized -1.5%
AVRE AVANTIS REAL 0.0%
Value ($000) $12 Shares 280 Est. Cost $41.90 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $21.38 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $12 Shares 15 Est. Cost $202.58 Unrealized -4.9%
JAVA JPMORGAN ACTIVE 0.0%
Value ($000) $12 Shares 187 Est. Cost $63.12 Unrealized
VXUS VANGUARD TOTAL 0.0%
Value ($000) $12 Shares 190 Est. Cost $58.93 Unrealized
JBL JABIL INC 0.0%
Value ($000) $12 Shares 86 Est. Cost $130.90 Unrealized +17.3%
KEYS KEYSIGHT TECHNOLOGIES 0.0%
Value ($000) $12 Shares 78 Est. Cost $161.18 Unrealized +2.4%
RSP INVESCO S&P 0.0%
Value ($000) $11 Shares 65 Est. Cost $175.23 Unrealized
LMT LOCKHEED MARTIN 0.0%
Value ($000) $11 Shares 25 Est. Cost $527.20 Unrealized -15.0%
SCHM SCHWAB US 0.0%
Value ($000) $11 Shares 426 Est. Cost $27.71 Unrealized
CNO CNO FINANCIAL 0.0%
Value ($000) $11 Shares 263 Est. Cost $36.39 Unrealized +8.0%
IFRA ISHARES TRUST 0.0%
Value ($000) $11 Shares 240 Est. Cost $46.28 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $11 Shares 22 Est. Cost $463.53 Unrealized +0.5%
AMT AMERICAN TOWER 0.0%
Value ($000) $10 Shares 48 Est. Cost $198.35 Unrealized -4.4%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $10 Shares 90 Est. Cost $135.90 Unrealized -1.4%
TDY TELEDYNE TECHNOLOGIES 0.0%
Value ($000) $10 Shares 21 Est. Cost $466.01 Unrealized +6.1%
WFC WELLS FARGO 0.0%
Value ($000) $10 Shares 144 Est. Cost $66.67 Unrealized +10.5%
AIQ GLOBAL X 0.0%
Value ($000) $10 Shares 284 Est. Cost $36.38 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $10 Shares 57 Est. Cost $193.15 Unrealized -5.7%
AIT APPLIED INDUSTRIAL TECH 0.0%
Value ($000) $10 Shares 45 Est. Cost $246.92 Unrealized -1.0%
CHAT ROUNDHILL GENERATIVE 0.0%
Value ($000) $10 Shares 290 Est. Cost $34.85 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $10 Shares 59 Est. Cost $156.93 Unrealized +10.3%
RTX RTX CORP 0.0%
Value ($000) $10 Shares 75 Est. Cost $118.27 Unrealized +5.5%
WEC WEC ENERGY 0.0%
Value ($000) $10 Shares 91 Est. Cost $93.36 Unrealized +6.3%
SPTL SPDR PORTFOLIO 0.0%
Value ($000) $10 Shares 364 Est. Cost $26.19 Unrealized
BOTZ GLOBAL X 0.0%
Value ($000) $10 Shares 347 Est. Cost $28.46 Unrealized
SRLN SPDR BLACKSTONE 0.0%
Value ($000) $10 Shares 234 Est. Cost $41.73 Unrealized
CBRE CBRE GROUP 0.0%
Value ($000) $10 Shares 73 Est. Cost $130.93 Unrealized +3.8%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $10 Shares 32 Est. Cost $276.10 Unrealized +3.7%
DHR DANAHER CORP 0.0%
Value ($000) $9 Shares 46 Est. Cost $238.09 Unrealized -8.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.51 Unrealized -1.5%
IGV ISHARES EXPANDED 0.0%
Value ($000) $9 Shares 105 Est. Cost $100.12 Unrealized
SNA SNAP ON 0.0%
Value ($000) $9 Shares 26 Est. Cost $327.46 Unrealized +1.3%
SHY ISHARES TR 0.0%
Value ($000) $8 Shares 102 Est. Cost $81.98 Unrealized
CDW CDW CORP 0.0%
Value ($000) $8 Shares 50 Est. Cost $190.95 Unrealized -6.1%
SWK STANLEY BLACK 0.0%
Value ($000) $8 Shares 102 Est. Cost $88.04 Unrealized -8.2%
PDBC INVESCO OPTIMUM 0.0%
Value ($000) $8 Shares 568 Est. Cost $12.99 Unrealized
ITW ILLINOIS TOOL 0.0%
Value ($000) $8 Shares 31 Est. Cost $257.33 Unrealized -2.6%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $8 Shares 13 Est. Cost $544.39 Unrealized +2.4%
ICF ISHARES COHEN 0.0%
Value ($000) $8 Shares 124 Est. Cost $60.10 Unrealized
XLP SECTOR CONSUMER 0.0%
Value ($000) $8 Shares 93 Est. Cost $78.61 Unrealized
EFAV ISHARES MSCI 0.0%
Value ($000) $8 Shares 97 Est. Cost $77.92 Unrealized
SCHP SCHWAB US 0.0%
Value ($000) $7 Shares 276 Est. Cost $25.83 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $7 Shares 52 Est. Cost $130.11 Unrealized -0.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 26 Est. Cost $245.29 Unrealized 0.0%
SPG SIMON PROPERTY 0.0%
Value ($000) $7 Shares 44 Est. Cost $166.88 Unrealized 0.0%
ASML ASML HOLDING 0.0%
Value ($000) $7 Shares 11 Est. Cost $673.68 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $96.84 Unrealized -1.9%
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 62 Est. Cost $119.51 Unrealized +5.4%
T AT&T INC 0.0%
Value ($000) $7 Shares 246 Est. Cost $21.51 Unrealized +13.2%
NAK NORTHERN DYNASTY 0.0%
Value ($000) $7 Shares 6,000 Est. Cost $0.45 Unrealized +63.0%
EXPE EXPEDIA GROUP 0.0%
Value ($000) $7 Shares 41 Est. Cost $180.81 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $168.67 Unrealized -15.2%
FLIN FRANKLIN FTSE 0.0%
Value ($000) $7 Shares 185 Est. Cost $37.90 Unrealized
SCI SERVICE CORP 0.0%
Value ($000) $7 Shares 83 Est. Cost $81.80 Unrealized -3.8%
SHYG ISHARES 0.0%
Value ($000) $6 Shares 150 Est. Cost $42.60 Unrealized
CAVA CAVA GROUP 0.0%
Value ($000) $6 Shares 73 Est. Cost $108.42 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $6 Shares 68 Est. Cost $84.51 Unrealized -0.5%
O REALTY INCOME 0.0%
Value ($000) $6 Shares 105 Est. Cost $54.51 Unrealized -3.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $6 Shares 10 Est. Cost $648.59 Unrealized 0.0%
IDLV INVESCO S&P 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.82 Unrealized
ONON ON HOLDING 0.0%
Value ($000) $6 Shares 137 Est. Cost $52.56 Unrealized 0.0%
REM ISHARES MORTGAGE 0.0%
Value ($000) $6 Shares 268 Est. Cost $21.29 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS 0.0%
Value ($000) $6 Shares 157 Est. Cost $37.31 Unrealized
J JACOBS SOLUTIONS 0.0%
Value ($000) $6 Shares 49 Est. Cost $136.24 Unrealized -6.3%
ANET ARISTA NETWORKS 0.0%
Value ($000) $6 Shares 76 Est. Cost $102.84 Unrealized -1.4%
RS RELIANCE INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $296.62 Unrealized -3.5%
CSM PROSHARES LARGE 0.0%
Value ($000) $6 Shares 92 Est. Cost $63.72 Unrealized
SJNK SPDR BLOOMBERG 0.0%
Value ($000) $6 Shares 232 Est. Cost $25.25 Unrealized
GFI GOLD FIELDS 0.0%
Value ($000) $6 Shares 264 Est. Cost $13.20 Unrealized
SIZE ISHARES MSCI 0.0%
Value ($000) $6 Shares 40 Est. Cost $145.45 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $128.60 Unrealized -16.7%
ON ON SEMICONDUCTOR 0.0%
Value ($000) $6 Shares 140 Est. Cost $68.91 Unrealized -27.0%
LQD ISHARES IBOXX 0.0%
Value ($000) $6 Shares 52 Est. Cost $106.85 Unrealized
IBKR INTERACTIVE BROKERS 0.0%
Value ($000) $6 Shares 34 Est. Cost $41.85 Unrealized +17.8%
NOBL PROSHARES S&P 0.0%
Value ($000) $6 Shares 55 Est. Cost $102.18 Unrealized
SCCO SOUTHERN COPPER 0.0%
Value ($000) $6 Shares 60 Est. Cost $98.10 Unrealized -9.9%
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $6 Shares 85 Est. Cost $83.88 Unrealized -7.4%
IEX IDEX CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $215.48 Unrealized -8.8%
FLOT ISHARES FLOATING 0.0%
Value ($000) $5 Shares 107 Est. Cost $50.87 Unrealized
BAC BANK AMERICA 0.0%
Value ($000) $5 Shares 130 Est. Cost $42.83 Unrealized +1.9%
DFAE DIMENSIONAL EMERGING 0.0%
Value ($000) $5 Shares 205 Est. Cost $25.29 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $199.18 Unrealized -9.5%
VCTR VICTORY CAPITAL 0.0%
Value ($000) $5 Shares 91 Est. Cost $61.19 Unrealized +0.9%
CMCSA COMCAST CORP 0.0%
Value ($000) $5 Shares 142 Est. Cost $39.99 Unrealized -12.4%
TBIL U S TREASURY 0.0%
Value ($000) $5 Shares 104 Est. Cost $49.75 Unrealized
RACE FERRARI NV 0.0%
Value ($000) $5 Shares 12 Est. Cost $451.22 Unrealized -0.3%
FTSL FIRST TRUST 0.0%
Value ($000) $5 Shares 112 Est. Cost $45.89 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $5 Shares 25 Est. Cost $247.76 Unrealized +7.6%
GEHC GE HEALTHCARE 0.0%
Value ($000) $5 Shares 62 Est. Cost $84.84 Unrealized +1.2%
BNDX VANGUARD TOTAL 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.06 Unrealized
AAON AAON INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $121.98 Unrealized -15.8%
CSL CARLISLE COMPANIES 0.0%
Value ($000) $5 Shares 14 Est. Cost $429.23 Unrealized -17.6%
FTNT FORTINET INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $88.94 Unrealized +14.0%
KMI KINDER MORGAN 0.0%
Value ($000) $5 Shares 168 Est. Cost $24.88 Unrealized +7.3%
EXLS EXLSERVICE HOLDINGS 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.25 Unrealized +11.2%
APD AIR PRODUCTS 0.0%
Value ($000) $5 Shares 16 Est. Cost $304.00 Unrealized -1.2%
TNL TRAVEL LEISURE 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.39 Unrealized +4.4%
ECL ECOLAB INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $245.53 Unrealized +1.7%
BNTX BIONTECH SE 0.0%
Value ($000) $5 Shares 50 Est. Cost $113.96 Unrealized
CPRT COPART INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $56.95 Unrealized -1.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 43 Est. Cost $102.31 Unrealized -5.4%
PLD PROLOGIS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $110.17 Unrealized +1.5%
VLO VALERO ENERGY 0.0%
Value ($000) $4 Shares 34 Est. Cost $129.14 Unrealized +0.2%
BKR BAKER HUGHES 0.0%
Value ($000) $4 Shares 102 Est. Cost $39.41 Unrealized +11.1%
DD DUPONT DE 0.0%
Value ($000) $4 Shares 60 Est. Cost $33.84 Unrealized -5.8%
RELX RELX PLC 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.42 Unrealized
GS GOLDMAN SACHS 0.0%
Value ($000) $4 Shares 8 Est. Cost $544.86 Unrealized +8.4%
SCHC SCHWAB INTL 0.0%
Value ($000) $4 Shares 119 Est. Cost $34.33 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $4 Shares 18 Est. Cost $232.60 Unrealized +1.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.85 Unrealized -2.9%
CPAY CORPAY INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $351.49 Unrealized +2.8%
WM WASTE MANAGEMENT 0.0%
Value ($000) $4 Shares 18 Est. Cost $211.11 Unrealized +3.4%
DUK DUKE ENERGY 0.0%
Value ($000) $4 Shares 34 Est. Cost $108.79 Unrealized +1.6%
CNC CENTENE CORP 0.0%
Value ($000) $4 Shares 68 Est. Cost $62.36 Unrealized -3.1%
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $208.34 Unrealized -5.1%
KLAC KLA CORP 0.0%
Value ($000) $4 Shares 6 Est. Cost $669.07 Unrealized +6.8%
TMO THERMO FISHER 0.0%
Value ($000) $4 Shares 8 Est. Cost $543.65 Unrealized -0.7%
TM TOYOTA MOTOR 0.0%
Value ($000) $4 Shares 22 Est. Cost $194.59 Unrealized
REGL PROSHARES S&P 0.0%
Value ($000) $4 Shares 48 Est. Cost $80.65 Unrealized
HPE HEWLETT PACKARD 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.44 Unrealized -5.1%
BMY BRISTOL MYERS 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $473.16 Unrealized +1.1%
LNT ALLIANT ENERGY 0.0%
Value ($000) $4 Shares 56 Est. Cost $58.37 Unrealized +2.1%
KHC KRAFT HEINZ 0.0%
Value ($000) $4 Shares 117 Est. Cost $30.66 Unrealized -7.6%
SMDV PROSHARES RUSSELL 0.0%
Value ($000) $4 Shares 54 Est. Cost $65.59 Unrealized
MRVL MARVELL TECHNOLOGY 0.0%
Value ($000) $4 Shares 57 Est. Cost $96.69 Unrealized 0.0%
TYL TYLER TECHNOLOGIES 0.0%
Value ($000) $3 Shares 6 Est. Cost $604.28 Unrealized -1.7%
MPWR MONOLITHIC POWER 0.0%
Value ($000) $3 Shares 6 Est. Cost $716.72 Unrealized -12.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $95.73 Unrealized 0.0%
IYZ ISHARES U S 0.0%
Value ($000) $3 Shares 125 Est. Cost $26.83 Unrealized
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $3 Shares 78 Est. Cost $43.40 Unrealized
NMAX NEWSMAX INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $83.51 Unrealized 0.0%
CACI CACI INTERNATIONAL 0.0%
Value ($000) $3 Shares 9 Est. Cost $487.38 Unrealized -21.5%
PNW PINNACLE WEST 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.97 Unrealized +1.6%
TTEK TETRA TECH 0.0%
Value ($000) $3 Shares 111 Est. Cost $44.89 Unrealized -25.3%
SLYV SPDR S&P 0.0%
Value ($000) $3 Shares 41 Est. Cost $78.39 Unrealized
CROX CROCS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $116.36 Unrealized -10.9%
SIGI SELECTIVE INSURANCE 0.0%
Value ($000) $3 Shares 35 Est. Cost $93.34 Unrealized -8.1%
SRE SEMPRA 0.0%
Value ($000) $3 Shares 44 Est. Cost $84.33 Unrealized -10.4%
AME AMETEK INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $180.74 Unrealized -0.1%
GEV GE VERNOVA 0.0%
Value ($000) $3 Shares 10 Est. Cost $311.89 Unrealized +11.6%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $3 Shares 7 Est. Cost $409.27 Unrealized -3.7%
EHC ENCOMPASS HEALTH 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.38 Unrealized -0.4%
ALLE ALLEGION PUBLIC 0.0%
Value ($000) $3 Shares 23 Est. Cost $139.95 Unrealized -8.2%
NTRS NORTHERN TRUST 0.0%
Value ($000) $3 Shares 30 Est. Cost $99.01 Unrealized +4.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $137.31 Unrealized +4.3%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $3 Shares 14 Est. Cost $234.55 Unrealized -12.2%
KFRC KFORCE INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $58.09 Unrealized -10.3%
BTC GRAYSCALE BITCOIN 0.0%
Value ($000) $3 Shares 80 Est. Cost $41.88 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $76.22 Unrealized +2.0%
MXI ISHARES GLOBAL 0.0%
Value ($000) $3 Shares 35 Est. Cost $77.71 Unrealized
DLTR DOLLAR TREE 0.0%
Value ($000) $3 Shares 38 Est. Cost $68.64 Unrealized +4.2%
TREX TREX CO 0.0%
Value ($000) $3 Shares 47 Est. Cost $70.47 Unrealized -7.8%
CTRA COTERRA ENERGY 0.0%
Value ($000) $3 Shares 94 Est. Cost $23.92 Unrealized +12.8%
ODFL OLD DOMINION 0.0%
Value ($000) $3 Shares 16 Est. Cost $202.10 Unrealized -10.7%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $31.71 Unrealized +3.8%
SWBI SMITH & WESSON 0.0%
Value ($000) $3 Shares 275 Est. Cost $12.52 Unrealized -17.7%
GLPI GAMING & LEISURE 0.0%
Value ($000) $2 Shares 49 Est. Cost $48.16 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $59.13 Unrealized +6.8%
CVS CVS HEALTH 0.0%
Value ($000) $2 Shares 36 Est. Cost $53.65 Unrealized +8.1%
IYH ISHARES U S 0.0%
Value ($000) $2 Shares 40 Est. Cost $58.27 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $2 Shares 22 Est. Cost $122.34 Unrealized -7.9%
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $2 Shares 36 Est. Cost $66.61 Unrealized
ADM ARCHER DANIELS 0.0%
Value ($000) $2 Shares 50 Est. Cost $51.78 Unrealized -9.6%
CSX CSX CORP 0.0%
Value ($000) $2 Shares 81 Est. Cost $33.68 Unrealized -7.1%
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $1304.80 Unrealized -2.1%
INFY INFOSYS LTD 0.0%
Value ($000) $2 Shares 129 Est. Cost $21.92 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $91.39 Unrealized +29.7%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $164.52 Unrealized 0.0%
FELE FRANKLIN ELECTRIC 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.55 Unrealized -4.2%
FDS FACTSET RESEARCH 0.0%
Value ($000) $2 Shares 5 Est. Cost $468.98 Unrealized -4.0%
TER TERADYNE INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.75 Unrealized -5.4%
JKHY JACK HENRY 0.0%
Value ($000) $2 Shares 12 Est. Cost $175.97 Unrealized -2.0%
MAR MARRIOTT INTL 0.0%
Value ($000) $2 Shares 9 Est. Cost $269.39 Unrealized 0.0%
EMN EASTMAN CHEMICAL 0.0%
Value ($000) $2 Shares 24 Est. Cost $97.31 Unrealized -7.1%
RH RH 0.0%
Value ($000) $2 Shares 9 Est. Cost $355.69 Unrealized -2.7%
DOW DOW INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $42.94 Unrealized -16.2%
MKSI MKS INSTRUMENTS 0.0%
Value ($000) $2 Shares 26 Est. Cost $106.91 Unrealized -6.3%
CWT CALIFORNIA WATER 0.0%
Value ($000) $2 Shares 42 Est. Cost $48.65 Unrealized -9.4%
WTRG ESSENTIAL UTILITIES 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.81 Unrealized -5.4%
EXR EXTRA SPACE 0.0%
Value ($000) $2 Shares 13 Est. Cost $155.36 Unrealized -6.5%
POOL POOL CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $357.95 Unrealized -6.7%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $76.48 Unrealized -5.8%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.87 Unrealized -7.0%
NEM NEWMONT CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $44.64 Unrealized -3.1%
TFLO ISHARES TREASURY 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.23 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.88 Unrealized -7.9%
POR PORTLAND GENERAL 0.0%
Value ($000) $2 Shares 38 Est. Cost $43.90 Unrealized -6.8%
GPC GENUINE PARTS 0.0%
Value ($000) $2 Shares 14 Est. Cost $120.15 Unrealized -2.8%
SCL STEPAN CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $74.06 Unrealized -17.6%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $2 Shares 24 Est. Cost $86.71 Unrealized -15.4%
MDIV FIRST TRUST 0.0%
Value ($000) $2 Shares 94 Est. Cost $16.15 Unrealized
PAYC PAYCOM SOFTWARE 0.0%
Value ($000) $2 Shares 7 Est. Cost $202.05 Unrealized +3.7%
TKO TKO GROUP 0.0%
Value ($000) $2 Shares 10 Est. Cost $128.97 Unrealized +17.1%
AES AES CORP 0.0%
Value ($000) $1 Shares 118 Est. Cost $14.01 Unrealized -21.4%
JETS U S GLOBAL 0.0%
Value ($000) $1 Shares 70 Est. Cost $25.36 Unrealized
PTH INVESCO DORSEY 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.03 Unrealized
DAR DARLING INGREDIENTS 0.0%
Value ($000) $1 Shares 44 Est. Cost $37.80 Unrealized -7.5%
FG F&G ANNUITIES 0.0%
Value ($000) $1 Shares 38 Est. Cost $40.95 Unrealized 0.0%
KNF KNIFE RIVER 0.0%
Value ($000) $1 Shares 15 Est. Cost $97.72 Unrealized -0.3%
FTV FORTIVE CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $57.10 Unrealized +2.4%
SVC SERVICE PROPERTIES 0.0%
Value ($000) $1 Shares 482 Est. Cost $2.54 Unrealized
RIVN RIVIAN AUTOMOTIVE 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.51 Unrealized +9.3%
BP BP PLC 0.0%
Value ($000) $1 Shares 36 Est. Cost $29.56 Unrealized
CRL CHARLES RIVER 0.0%
Value ($000) $1 Shares 8 Est. Cost $192.63 Unrealized -13.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $97.25 Unrealized -17.9%
MDU MDU RESOURCES 0.0%
Value ($000) $1 Shares 63 Est. Cost $16.91 Unrealized -0.9%
AAL AMERICAN AIRLINES 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.38 Unrealized +4.8%
DXC DXC TECHNOLOGY 0.0%
Value ($000) $1 Shares 61 Est. Cost $21.09 Unrealized -7.9%
IHY VANECK INTL 0.0%
Value ($000) $1 Shares 49 Est. Cost $20.49 Unrealized
ICSH ISHARES ULTRA 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.40 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.32 Unrealized -4.0%
AMTM AMENTUM HOLDINGS 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.85 Unrealized -21.2%
CRSP CRISPR THERAPEUTICS 0.0%
Value ($000) $1 Shares 26 Est. Cost $42.39 Unrealized 0.0%
DQ DAQO NEW 0.0%
Value ($000) $1 Shares 42 Est. Cost $19.43 Unrealized
ZM ZOOM COMMUNICATIONS 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.62 Unrealized +1.4%
IMVT IMMUNOVANT INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.37 Unrealized -26.3%
SMG SCOTTS MIRACLE-GRO 0.0%
Value ($000) $1 Shares 12 Est. Cost $74.48 Unrealized -17.4%
MTCH MATCH GROUP 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.48 Unrealized -4.1%
ECG EVERUS CONSTRUCTION 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.93 Unrealized -14.5%
SMRT SMARTRENT INC 0.0%
Value ($000) $0 Shares 362 Est. Cost $1.68 Unrealized -16.4%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $0 Shares 20 Est. Cost $25.28 Unrealized -4.7%
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.86 Unrealized +14.3%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.15 Unrealized -15.4%
NORDSTROM INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.20 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.42 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.50 Unrealized -0.8%
OSCR OSCAR HEALTH 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.10 Unrealized -7.8%
CZR CAESARS ENTERTAINMENT 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.59 Unrealized -17.8%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.61 Unrealized +17.6%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.48 Unrealized +12.3%
RNAC CARTESIAN THERAPEUTICS 0.0%
Value ($000) $0 Shares 6 Est. Cost $20.25 Unrealized -11.8%
NWSA NEWS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.66 Unrealized +0.5%
VXRT VAXART INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.69 Unrealized -7.7%