ROSS\JOHNSON & Associates LLC Diversified Active

CIK: 0002056532 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 16, 2025

Total Value ($000): $5,828 (100.0% shares, 0.0% debt)

Holdings (357)

GGG Graco Inc 45.5%
Value ($000) $2,654 Shares 31,779 Est. Cost $85.20 Unrealized -2.0%
IVV ISHARES 5.4%
Value ($000) $312 Shares 555 Est. Cost $562.53 Unrealized
SPY SSgA Funds Management Inc 4.3%
Value ($000) $251 Shares 449 Est. Cost $585.07 Unrealized
MUB ISHARES/USA 2.8%
Value ($000) $163 Shares 1,542 Est. Cost $106.55 Unrealized
SEIE SEI Exchange Traded Funds 1.8%
Value ($000) $102 Shares 3,895 Est. Cost $26.02 Unrealized
BHE Benchmark Electronics Inc 1.6%
Value ($000) $95 Shares 2,510 Est. Cost $45.46 Unrealized -8.7%
ARKB ARK 21 Shares/USA 1.6%
Value ($000) $95 Shares 1,158 Est. Cost $93.27 Unrealized
BITB Bitwise Investment Managers 1.6%
Value ($000) $94 Shares 2,087 Est. Cost $46.82 Unrealized
AMGN Amgen Inc 1.6%
Value ($000) $93 Shares 300 Est. Cost $286.05 Unrealized +0.4%
WFC WELLS FARGO & CO 1.4%
Value ($000) $81 Shares 1,126 Est. Cost $66.84 Unrealized +10.3%
SEEM SEI Exchange Traded Funds 1.3%
Value ($000) $77 Shares 3,097 Est. Cost $24.70 Unrealized
CSCO CISCO SYSTEMS 1.1%
Value ($000) $65 Shares 1,046 Est. Cost $55.58 Unrealized +8.1%
LOW LOWE'S COS INC 1.1%
Value ($000) $64 Shares 275 Est. Cost $256.23 Unrealized -5.5%
MSFT MICROSOFT CORP 1.0%
Value ($000) $59 Shares 156 Est. Cost $411.84 Unrealized -1.6%
MRK Merck & Co Inc 1.0%
Value ($000) $58 Shares 641 Est. Cost $98.46 Unrealized -8.5%
BHP BHP BILLITON LTD 0.9%
Value ($000) $52 Shares 1,070 Est. Cost $48.83 Unrealized
IWM ISHARES 0.8%
Value ($000) $48 Shares 241 Est. Cost $218.10 Unrealized
IEMG ISHARES 0.8%
Value ($000) $46 Shares 852 Est. Cost $53.83 Unrealized
QQQ Invesco Capital Management LLC 0.8%
Value ($000) $46 Shares 98 Est. Cost $511.23 Unrealized
FNDF Charles Schwab Investment Management Inc 0.8%
Value ($000) $44 Shares 1,230 Est. Cost $36.14 Unrealized
SEIS SEI Exchange Traded Funds 0.7%
Value ($000) $42 Shares 1,783 Est. Cost $23.96 Unrealized
AAPL Apple Inc 0.7%
Value ($000) $42 Shares 190 Est. Cost $230.97 Unrealized -0.1%
QQQM Invesco Capital Management LLC 0.7%
Value ($000) $42 Shares 216 Est. Cost $193.02 Unrealized
AVLV American Century Investment Management Inc 0.7%
Value ($000) $39 Shares 598 Est. Cost $65.21 Unrealized
JMOM JP Morgan Investment Management Inc 0.7%
Value ($000) $38 Shares 683 Est. Cost $56.36 Unrealized
PIZ Invesco Capital Management LLC 0.6%
Value ($000) $36 Shares 952 Est. Cost $38.08 Unrealized
AXP AMER EXPRESS CO 0.6%
Value ($000) $34 Shares 125 Est. Cost $285.35 Unrealized +2.5%
MDT Medtronic PLC 0.5%
Value ($000) $30 Shares 330 Est. Cost $83.84 Unrealized +4.3%
USMV iShares ETFs/USA 0.5%
Value ($000) $28 Shares 304 Est. Cost $93.66 Unrealized
NVDA NVIDIA Corp 0.5%
Value ($000) $28 Shares 258 Est. Cost $135.30 Unrealized -6.3%
QUAL iShares ETFs/USA 0.4%
Value ($000) $23 Shares 137 Est. Cost $170.89 Unrealized
RSP Invesco Capital Management LLC 0.4%
Value ($000) $23 Shares 133 Est. Cost $175.23 Unrealized
PAC GRUPO AEROPORTUARIO DEL PACIFI 0.4%
Value ($000) $21 Shares 114 Est. Cost $185.51 Unrealized
SPDW SSGA FUNDS MANAGEMENT INC 0.4%
Value ($000) $21 Shares 580 Est. Cost $36.41 Unrealized
MDYV SSgA Funds Management Inc 0.3%
Value ($000) $20 Shares 260 Est. Cost $77.05 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $20 Shares 21 Est. Cost $970.56 Unrealized 0.0%
ETHW Bitwise Asset Management Inc 0.3%
Value ($000) $20 Shares 1,500 Est. Cost $23.97 Unrealized
SEIV SEI Exchange Traded Funds 0.3%
Value ($000) $18 Shares 557 Est. Cost $32.46 Unrealized
SEIM SEI Exchange Traded Funds 0.3%
Value ($000) $18 Shares 490 Est. Cost $36.06 Unrealized
IBM INTL BUSINESS MCHN 0.3%
Value ($000) $17 Shares 70 Est. Cost $216.64 Unrealized +10.5%
BA BOEING CO 0.3%
Value ($000) $17 Shares 100 Est. Cost $156.93 Unrealized +10.3%
UNH UnitedHealth Group Inc 0.3%
Value ($000) $16 Shares 30 Est. Cost $520.84 Unrealized -4.1%
LLY Eli Lilly & Co 0.3%
Value ($000) $15 Shares 18 Est. Cost $821.45 Unrealized +0.6%
VTV VANGUARD ETF/USA 0.2%
Value ($000) $14 Shares 84 Est. Cost $169.99 Unrealized
VUG VANGUARD ETF/USA 0.2%
Value ($000) $14 Shares 37 Est. Cost $410.80 Unrealized
TEL TE Connectivity PLC 0.2%
Value ($000) $13 Shares 94 Est. Cost $146.82 Unrealized -0.2%
TGT Target Corp 0.2%
Value ($000) $13 Shares 125 Est. Cost $136.67 Unrealized -12.0%
DWAS Invesco ETFs/USA 0.2%
Value ($000) $12 Shares 150 Est. Cost $77.98 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $11 Shares 3 Est. Cost $3450.47 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $11 Shares 72 Est. Cost $180.70 Unrealized 0.0%
EXAS Exact Sciences Corp 0.2%
Value ($000) $11 Shares 250 Est. Cost $50.64 Unrealized 0.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $10 Shares 61 Est. Cost $151.56 Unrealized +0.6%
MCO MOODYS CORP 0.2%
Value ($000) $9 Shares 20 Est. Cost $478.56 Unrealized 0.0%
FISV FISERV INC 0.2%
Value ($000) $9 Shares 42 Est. Cost $204.85 Unrealized +6.9%
SEIQ SEI Exchange Traded Funds 0.2%
Value ($000) $9 Shares 262 Est. Cost $34.92 Unrealized
APP AppLovin Corp 0.1%
Value ($000) $8 Shares 32 Est. Cost $344.61 Unrealized 0.0%
LIN Linde PLC 0.1%
Value ($000) $8 Shares 18 Est. Cost $444.55 Unrealized 0.0%
ABT Abbott Laboratories 0.1%
Value ($000) $8 Shares 63 Est. Cost $116.42 Unrealized +7.8%
IJS ISHARES 0.1%
Value ($000) $8 Shares 82 Est. Cost $97.48 Unrealized
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $8 Shares 15 Est. Cost $479.64 Unrealized +1.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $8 Shares 67 Est. Cost $111.74 Unrealized -4.1%
GOOG Alphabet Inc 0.1%
Value ($000) $8 Shares 51 Est. Cost $177.14 Unrealized +3.0%
CME CME Group Inc 0.1%
Value ($000) $8 Shares 30 Est. Cost $242.42 Unrealized 0.0%
KO Coca-Cola Co/The 0.1%
Value ($000) $8 Shares 111 Est. Cost $63.22 Unrealized +2.8%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $8 Shares 32 Est. Cost $250.91 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $7 Shares 21 Est. Cost $320.04 Unrealized +5.1%
GE General Electric Co 0.1%
Value ($000) $7 Shares 36 Est. Cost $185.93 Unrealized +5.3%
HON Honeywell International Inc 0.1%
Value ($000) $7 Shares 34 Est. Cost $203.29 Unrealized -2.4%
JCI Johnson Controls International 0.1%
Value ($000) $7 Shares 89 Est. Cost $79.25 Unrealized +3.0%
MA MASTERCARD INC 0.1%
Value ($000) $7 Shares 13 Est. Cost $542.01 Unrealized 0.0%
VWO VANGUARD ETF/USA 0.1%
Value ($000) $7 Shares 149 Est. Cost $45.26 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $7 Shares 35 Est. Cost $215.23 Unrealized +0.8%
VOO VANGUARD ETF/USA 0.1%
Value ($000) $7 Shares 13 Est. Cost $529.38 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $6 Shares 55 Est. Cost $106.02 Unrealized -0.1%
SCHV Charles Schwab Investment Management Inc 0.1%
Value ($000) $6 Shares 230 Est. Cost $26.12 Unrealized
ITOT iShares ETFs/USA 0.1%
Value ($000) $6 Shares 49 Est. Cost $128.61 Unrealized
D DOMINION RES(VIR) 0.1%
Value ($000) $6 Shares 105 Est. Cost $52.73 Unrealized 0.0%
TJX TJX Cos Inc/The 0.1%
Value ($000) $6 Shares 48 Est. Cost $120.10 Unrealized 0.0%
GDDY GoDaddy Inc 0.1%
Value ($000) $6 Shares 32 Est. Cost $191.07 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $6 Shares 28 Est. Cost $212.91 Unrealized 0.0%
SCHG Charles Schwab Investment Management Inc 0.1%
Value ($000) $5 Shares 220 Est. Cost $27.89 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $5 Shares 8 Est. Cost $615.89 Unrealized 0.0%
DCI Donaldson Co Inc 0.1%
Value ($000) $5 Shares 80 Est. Cost $72.21 Unrealized -5.7%
IEFA ISHARES 0.1%
Value ($000) $5 Shares 70 Est. Cost $70.54 Unrealized
SHW Sherwin-Williams Co/The 0.1%
Value ($000) $5 Shares 15 Est. Cost $348.12 Unrealized 0.0%
CHAT Tidal Investments LLC 0.1%
Value ($000) $5 Shares 150 Est. Cost $34.85 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $5 Shares 37 Est. Cost $161.57 Unrealized 0.0%
VBR VANGUARD ETF/USA 0.1%
Value ($000) $5 Shares 28 Est. Cost $200.45 Unrealized
USVM Victory Capital Management Inc 0.1%
Value ($000) $5 Shares 65 Est. Cost $78.74 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $5 Shares 54 Est. Cost $87.83 Unrealized 0.0%
HRL Hormel Foods Corp 0.1%
Value ($000) $5 Shares 157 Est. Cost $28.75 Unrealized 0.0%
VBK VANGUARD ETF/USA 0.1%
Value ($000) $5 Shares 19 Est. Cost $281.21 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $5 Shares 31 Est. Cost $143.48 Unrealized 0.0%
QCOM QUALCOMM Inc 0.1%
Value ($000) $5 Shares 30 Est. Cost $159.58 Unrealized +0.1%
PNR PENTAIR PLC 0.1%
Value ($000) $5 Shares 52 Est. Cost $101.45 Unrealized -6.8%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $5 Shares 108 Est. Cost $42.89 Unrealized +1.7%
CHRW CH Robinson Worldwide Inc 0.1%
Value ($000) $4 Shares 43 Est. Cost $104.85 Unrealized -5.5%
CBOE Cboe Global Markets Inc 0.1%
Value ($000) $4 Shares 19 Est. Cost $206.46 Unrealized 0.0%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $4 Shares 3 Est. Cost $86.99 Unrealized 0.0%
ABBV AbbVie Inc 0.1%
Value ($000) $4 Shares 20 Est. Cost $182.80 Unrealized +3.6%
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $4 Shares 12 Est. Cost $313.31 Unrealized 0.0%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $4 Shares 40 Est. Cost $96.18 Unrealized 0.0%
SE Sea Ltd 0.1%
Value ($000) $4 Shares 31 Est. Cost $130.48 Unrealized
MMM 3M Co 0.1%
Value ($000) $4 Shares 27 Est. Cost $133.18 Unrealized +8.6%
MSCI MSCI Inc 0.1%
Value ($000) $4 Shares 7 Est. Cost $574.91 Unrealized 0.0%
TECH Bio-Techne Corp 0.1%
Value ($000) $4 Shares 64 Est. Cost $72.98 Unrealized -7.6%
EPD Enterprise Products Partners L 0.1%
Value ($000) $4 Shares 109 Est. Cost $34.14 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $4 Shares 58 Est. Cost $65.78 Unrealized 0.0%
DOX AMDOCS 0.1%
Value ($000) $4 Shares 40 Est. Cost $85.17 Unrealized 0.0%
TSM TSMC 0.1%
Value ($000) $4 Shares 22 Est. Cost $166.00 Unrealized
WMT Walmart Inc 0.1%
Value ($000) $4 Shares 41 Est. Cost $92.95 Unrealized 0.0%
NOC NORTHROP GRUMMAN 0.1%
Value ($000) $4 Shares 7 Est. Cost $470.02 Unrealized 0.0%
CVX Chevron Corp 0.1%
Value ($000) $4 Shares 21 Est. Cost $145.74 Unrealized +3.3%
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $3 Shares 44 Est. Cost $74.17 Unrealized +4.7%
NFG National Fuel Gas Co 0.1%
Value ($000) $3 Shares 43 Est. Cost $71.92 Unrealized 0.0%
IDEV ISHARES 0.1%
Value ($000) $3 Shares 49 Est. Cost $64.80 Unrealized
IBN ICICI BANK 0.1%
Value ($000) $3 Shares 106 Est. Cost $31.52 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $3 Shares 7 Est. Cost $448.29 Unrealized 0.0%
SPHQ Invesco ETFs/USA 0.1%
Value ($000) $3 Shares 47 Est. Cost $66.34 Unrealized
MSI MOTOROLA INC 0.1%
Value ($000) $3 Shares 7 Est. Cost $441.57 Unrealized 0.0%
COR Cencora Inc 0.1%
Value ($000) $3 Shares 11 Est. Cost $249.56 Unrealized 0.0%
TDY Teledyne Technologies Inc 0.1%
Value ($000) $3 Shares 6 Est. Cost $494.63 Unrealized 0.0%
C Citigroup Inc 0.1%
Value ($000) $3 Shares 42 Est. Cost $74.53 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $3 Shares 6 Est. Cost $553.02 Unrealized 0.0%
PFG Principal Financial Group Inc 0.1%
Value ($000) $3 Shares 35 Est. Cost $80.65 Unrealized -0.5%
ALL Allstate Corp/The 0.0%
Value ($000) $3 Shares 14 Est. Cost $191.27 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $3 Shares 16 Est. Cost $182.23 Unrealized 0.0%
AZN AstraZeneca PLC 0.0%
Value ($000) $3 Shares 39 Est. Cost $73.49 Unrealized
PGR PROGRESSIVE CP(OH) 0.0%
Value ($000) $3 Shares 10 Est. Cost $245.29 Unrealized 0.0%
AMT American Tower Corp 0.0%
Value ($000) $3 Shares 13 Est. Cost $189.52 Unrealized 0.0%
VZ VERIZON COMMUN 0.0%
Value ($000) $3 Shares 62 Est. Cost $39.58 Unrealized 0.0%
VRSN VeriSign Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $225.24 Unrealized 0.0%
ANET Arista Networks Inc 0.0%
Value ($000) $3 Shares 36 Est. Cost $101.39 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.35 Unrealized +4.8%
WCN Waste Connections Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $184.28 Unrealized 0.0%
FDS FactSet Research Systems Inc 0.0%
Value ($000) $3 Shares 6 Est. Cost $450.41 Unrealized 0.0%
NVT nVent Electric PLC 0.0%
Value ($000) $3 Shares 52 Est. Cost $72.71 Unrealized -14.0%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $3 Shares 8 Est. Cost $322.30 Unrealized 0.0%
CPRT Copart Inc 0.0%
Value ($000) $3 Shares 47 Est. Cost $56.28 Unrealized 0.0%
NVO Novo Holdings A/S 0.0%
Value ($000) $3 Shares 38 Est. Cost $69.45 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $3 Shares 19 Est. Cost $125.89 Unrealized 0.0%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $173.61 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $492.81 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $248.61 Unrealized 0.0%
LEA Lear Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $92.19 Unrealized 0.0%
GEV GE Vernova Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $330.02 Unrealized +5.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $39.95 Unrealized -3.7%
GPRE Green Plains Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $7.16 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $466.00 Unrealized 0.0%
RPRX Royalty Pharma PLC 0.0%
Value ($000) $2 Shares 77 Est. Cost $31.70 Unrealized 0.0%
BWA BorgWarner Inc 0.0%
Value ($000) $2 Shares 83 Est. Cost $29.92 Unrealized 0.0%
MTD Mettler-Toledo International I 0.0%
Value ($000) $2 Shares 2 Est. Cost $1277.12 Unrealized 0.0%
TYL Tyler Technologies Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $593.87 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $2 Shares 82 Est. Cost $24.35 Unrealized 0.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $2 Shares 10 Est. Cost $227.37 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $348.21 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $61.67 Unrealized -6.0%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $2 Shares 14 Est. Cost $136.99 Unrealized 0.0%
PFE Pfizer Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $25.09 Unrealized -1.5%
GPC Genuine Parts Co 0.0%
Value ($000) $2 Shares 18 Est. Cost $116.83 Unrealized 0.0%
RACE FERRARI NV 0.0%
Value ($000) $2 Shares 5 Est. Cost $449.66 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $100.53 Unrealized 0.0%
IMTM BlackRock Fund Advisors 0.0%
Value ($000) $2 Shares 53 Est. Cost $39.92 Unrealized
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.61 Unrealized 0.0%
DIS Walt Disney Co/The 0.0%
Value ($000) $2 Shares 21 Est. Cost $103.66 Unrealized +2.5%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $72.05 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $61.25 Unrealized 0.0%
LFUS Littelfuse Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $249.42 Unrealized -8.2%
AEP American Electric Power Co Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $98.44 Unrealized 0.0%
FOX Fox Corp 0.0%
Value ($000) $2 Shares 37 Est. Cost $49.23 Unrealized 0.0%
ADBE Adobe Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $428.84 Unrealized 0.0%
CLX Clorox Co/The 0.0%
Value ($000) $2 Shares 13 Est. Cost $147.98 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $57.99 Unrealized 0.0%
MUSA Murphy USA Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $472.46 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $110.55 Unrealized 0.0%
WRB BERKLEY(WR)CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $59.72 Unrealized 0.0%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $557.47 Unrealized 0.0%
ENTG Entegris Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.41 Unrealized 0.0%
META Meta Platforms Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $643.25 Unrealized 0.0%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $89.72 Unrealized 0.0%
DDOG Datadog Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $126.18 Unrealized 0.0%
CTSH COGNIZANT TECHNOLO 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.25 Unrealized 0.0%
GD GEN DYNAMICS CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $255.81 Unrealized 0.0%
RGA Reinsurance Group of America I 0.0%
Value ($000) $2 Shares 8 Est. Cost $207.27 Unrealized 0.0%
DAR Darling Ingredients Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.97 Unrealized 0.0%
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.85 Unrealized +3.0%
EXEL Exelixis Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.63 Unrealized 0.0%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $79.86 Unrealized 0.0%
UPS UTD PARCEL SERV 0.0%
Value ($000) $1 Shares 13 Est. Cost $122.34 Unrealized -7.9%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.46 Unrealized
USB US Bancorp 0.0%
Value ($000) $1 Shares 33 Est. Cost $46.04 Unrealized -4.0%
HSY HERSHEY CO (THE) 0.0%
Value ($000) $1 Shares 8 Est. Cost $172.88 Unrealized -7.9%
EBAY EBAY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.70 Unrealized 0.0%
VNT Vontier Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $36.41 Unrealized 0.0%
KMB KIMBERLY-CLARK CP 0.0%
Value ($000) $1 Shares 9 Est. Cost $129.79 Unrealized 0.0%
PEGA Pegasystems Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $44.23 Unrealized 0.0%
THG Hanover Insurance Group Inc/Th 0.0%
Value ($000) $1 Shares 7 Est. Cost $158.73 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.03 Unrealized 0.0%
Easterly Government Properties 0.0%
Value ($000) $1 Shares 111 Est. Cost $10.59 Unrealized
EA ELECTRONIC ARTS 0.0%
Value ($000) $1 Shares 8 Est. Cost $134.47 Unrealized 0.0%
ASB Associated Banc-Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.47 Unrealized -1.2%
SCI Service Corp International/US 0.0%
Value ($000) $1 Shares 14 Est. Cost $78.68 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $108.24 Unrealized 0.0%
AVDE American Century ETF Trust 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.25 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $101.38 Unrealized 0.0%
CMCSA Comcast Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.04 Unrealized 0.0%
FCN FTI Consulting Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $179.74 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $518.64 Unrealized 0.0%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $1 Shares 92 Est. Cost $13.09 Unrealized -13.5%
POOL Pool Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $334.01 Unrealized 0.0%
SNX TD SYNNEX Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.75 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $95.10 Unrealized 0.0%
GSK GSK PLC ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.83 Unrealized
OGN Organon & Co 0.0%
Value ($000) $1 Shares 62 Est. Cost $15.75 Unrealized -4.0%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.50 Unrealized 0.0%
SO Southern Co/The 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.13 Unrealized 0.0%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $1 Shares 28 Est. Cost $33.59 Unrealized +11.6%
VMI Valmont Industries Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $326.11 Unrealized 0.0%
INCY Incyte Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.73 Unrealized 0.0%
AVGO Broadcom Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $209.82 Unrealized 0.0%
SLB Schlumberger NV 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.51 Unrealized -1.5%
FRPT Freshpet Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $122.36 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $192.75 Unrealized 0.0%
PKG Packaging Corp of America 0.0%
Value ($000) $1 Shares 4 Est. Cost $208.39 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.26 Unrealized 0.0%
LKQ LKQ Corp 0.0%
Value ($000) $1 Shares 18 Est. Cost $38.39 Unrealized 0.0%
CMS CMS Energy Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.05 Unrealized 0.0%
FIBK First Interstate BancSystem In 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.02 Unrealized -3.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.95 Unrealized -2.4%
PG Procter & Gamble Co/The 0.0%
Value ($000) $1 Shares 4 Est. Cost $163.95 Unrealized 0.0%
KR KROGER 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.27 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.23 Unrealized 0.0%
NVEC NVE Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.43 Unrealized -8.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $156.16 Unrealized 0.0%
MCD MCDONALD'S CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $292.89 Unrealized 0.0%
UTHR United Therapeutics Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $342.70 Unrealized 0.0%
WU WESTERN UNION COMP 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.59 Unrealized
MORN Morningstar Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $314.89 Unrealized 0.0%
QRVO Qorvo Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $76.14 Unrealized 0.0%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.39 Unrealized 0.0%
CRM Salesforce Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $309.01 Unrealized 0.0%
FFIV F5 Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $279.63 Unrealized 0.0%
GEN Gen Digital Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.99 Unrealized 0.0%
RTX RTX Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.76 Unrealized 0.0%
PLTK Playtika Holding Corp 0.0%
Value ($000) $1 Shares 99 Est. Cost $6.27 Unrealized 0.0%
SPGI S&P Global Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $507.58 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $30.36 Unrealized 0.0%
GEHC GE HealthCare Technologies Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $84.84 Unrealized +1.2%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $461.52 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $143.17 Unrealized 0.0%
WM WASTE MANAGEMENT 0.0%
Value ($000) $0 Shares 2 Est. Cost $218.39 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $67.73 Unrealized 0.0%
NYT New York Times Co/The 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.62 Unrealized 0.0%
BMY BRISTOL-MYRS SQUIB 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.48 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.79 Unrealized 0.0%
VIRT Virtu Financial Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.20 Unrealized 0.0%
UNM Unum Group 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.09 Unrealized 0.0%
REYN Packaging Finance Ltd 0.0%
Value ($000) $0 Shares 17 Est. Cost $24.14 Unrealized 0.0%
AON Aon PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.59 Unrealized 0.0%
CRUS Cirrus Logic Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.04 Unrealized 0.0%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.83 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.57 Unrealized 0.0%
ROL Rollins Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.68 Unrealized 0.0%
GWRE Guidewire Software Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $194.38 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $377.08 Unrealized 0.0%
OGE OGE Energy Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.52 Unrealized 0.0%
HD Home Depot Inc/The 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.72 Unrealized 0.0%
DASH DoorDash Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $188.06 Unrealized 0.0%
EQH Equitable Holdings Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.33 Unrealized 0.0%
EXPD EXPEDTRS INTL WASH 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.71 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.32 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.92 Unrealized 0.0%
AMH American Homes 4 Rent 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.78 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $359.02 Unrealized 0.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.58 Unrealized 0.0%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.96 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.87 Unrealized 0.0%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.77 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.95 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.52 Unrealized 0.0%
HBAN Huntington Bancshares Inc/OH 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.53 Unrealized 0.0%
ACN Accenture PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $349.45 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.53 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.41 Unrealized 0.0%
SOLV Solventum Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.01 Unrealized +6.4%
BSX Boston Scientific Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.70 Unrealized 0.0%
LSTR LANDSTAR SYSTEMS 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.00 Unrealized
FIS Fidelity National Information 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.62 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.33 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $0 Shares 2 Est. Cost $166.66 Unrealized 0.0%
GEVO GEVO INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.67 Unrealized 0.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.66 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.81 Unrealized 0.0%
HAL HALLIBURTON 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.59 Unrealized 0.0%
BX Blackstone Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.19 Unrealized 0.0%
L Loews Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.35 Unrealized 0.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.54 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.00 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.41 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.63 Unrealized 0.0%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.09 Unrealized 0.0%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.82 Unrealized 0.0%
HIG Hartford Insurance Group Inc/T 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.93 Unrealized 0.0%
H Hyatt Hotels Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.36 Unrealized 0.0%
RSG Republic Services Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $221.89 Unrealized 0.0%
FOXA Fox Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.48 Unrealized 0.0%
CHRD Chord Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $108.02 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.85 Unrealized 0.0%
SBAC SBA Communications Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized 0.0%
KNX Knight-Swift Transportation Ho 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.81 Unrealized 0.0%
MAS Masco Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.59 Unrealized 0.0%
PHM PULTE HOMES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.19 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $216.97 Unrealized 0.0%
DXCM Dexcom Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized 0.0%
DXC DXC Technology Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.42 Unrealized 0.0%
CPNG Coupang Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.24 Unrealized 0.0%
DINO HF Sinclair Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.51 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.99 Unrealized 0.0%
VIG VANGUARD ETF/USA 0.0%
Value ($000) $0 Shares 1 Est. Cost $194.00 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.41 Unrealized 0.0%
RBLX ROBLOX Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.86 Unrealized 0.0%
COIN COINBASE GLOBAL INC -CLASS 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.13 Unrealized 0.0%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.26 Unrealized 0.0%
EPAM EPAM Systems Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.54 Unrealized 0.0%
SPG SIMON PROP GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost $166.88 Unrealized 0.0%
TTD Trade Desk Inc/The 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.47 Unrealized 0.0%
RHI Robert Half Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.97 Unrealized 0.0%
FIVN Five9 Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.67 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.88 Unrealized 0.0%
U Unity Software Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $22.58 Unrealized 0.0%
WCC WESCO International Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.37 Unrealized 0.0%
MSM MSC Industrial Direct Co Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.05 Unrealized 0.0%
SNOW Snowflake Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.70 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.57 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.96 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.71 Unrealized 0.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.73 Unrealized 0.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.33 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.91 Unrealized 0.0%
NET Cloudflare Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized 0.0%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.74 Unrealized 0.0%
MU Micron Technology Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.73 Unrealized 0.0%
Kellanova 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.02 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.63 Unrealized -13.9%
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.51 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.04 Unrealized 0.0%
VRT Vertiv Holdings Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.29 Unrealized 0.0%
SLM SLM Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.25 Unrealized 0.0%
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.49 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.00 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
ATI ATI Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.77 Unrealized 0.0%
QDEL QuidelOrtho Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.79 Unrealized 0.0%
KRC Kilroy Realty Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.38 Unrealized 0.0%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.12 Unrealized 0.0%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.13 Unrealized +26.5%