MJT & Associates Financial Advisory Group, Inc. Diversified Active

CIK: 0002065777 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $80,622 (100.0% shares, 0.0% debt)

Holdings (471)

IVW ISHARES S&P 500 GROWTH ETF 23.3%
Value ($000) $18,749 Shares 170,294 Est. Cost $93.30 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 19.3%
Value ($000) $15,531 Shares 586,061 Est. Cost $27.89 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 6.9%
Value ($000) $5,547 Shares 110,684 Est. Cost $49.53 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 6.8%
Value ($000) $5,512 Shares 50,435 Est. Cost $104.72 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 6.2%
Value ($000) $4,993 Shares 98,528 Est. Cost $50.63 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 2.2%
Value ($000) $1,809 Shares 6,360 Est. Cost $244.63 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2.2%
Value ($000) $1,758 Shares 13,018 Est. Cost $135.04 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.8%
Value ($000) $1,450 Shares 7,421 Est. Cost $190.58 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 1.8%
Value ($000) $1,422 Shares 8,648 Est. Cost $160.53 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 1.3%
Value ($000) $1,083 Shares 5,552 Est. Cost $186.28 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.3%
Value ($000) $1,080 Shares 14,861 Est. Cost $65.76 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 1.3%
Value ($000) $1,070 Shares 10,396 Est. Cost $102.91 Unrealized
WMT WALMART INC COM 0.8%
Value ($000) $669 Shares 6,838 Est. Cost $92.95 Unrealized +2.0%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $651 Shares 4,123 Est. Cost $126.68 Unrealized -0.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $648 Shares 11,369 Est. Cost $50.83 Unrealized
MBB ISHARES MBS ETF 0.7%
Value ($000) $571 Shares 6,085 Est. Cost $93.78 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $570 Shares 1,950 Est. Cost $292.89 Unrealized +3.6%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $532 Shares 7,670 Est. Cost $68.66 Unrealized -0.8%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $524 Shares 3,428 Est. Cost $152.45 Unrealized -1.1%
HD HOME DEPOT INC COM 0.6%
Value ($000) $513 Shares 1,399 Est. Cost $380.72 Unrealized -6.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.6%
Value ($000) $485 Shares 11,967 Est. Cost $36.41 Unrealized
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 0.6%
Value ($000) $477 Shares 16,327 Est. Cost $29.03 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.6%
Value ($000) $456 Shares 10,672 Est. Cost $39.37 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.5%
Value ($000) $416 Shares 18,842 Est. Cost $22.05 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.5%
Value ($000) $369 Shares 12,621 Est. Cost $25.04 Unrealized
MINN MAIRS & POWER MINNESOTA MUNICIPAL BOND ETF 0.4%
Value ($000) $347 Shares 15,958 Est. Cost $21.94 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $344 Shares 2,158 Est. Cost $163.95 Unrealized -1.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.4%
Value ($000) $332 Shares 6,709 Est. Cost $45.26 Unrealized
PEP PEPSICO INC COM 0.4%
Value ($000) $322 Shares 2,436 Est. Cost $143.48 Unrealized -8.7%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $305 Shares 3,022 Est. Cost $112.66 Unrealized -16.5%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $304 Shares 10,073 Est. Cost $27.57 Unrealized
SO SOUTHERN CO COM 0.4%
Value ($000) $301 Shares 3,274 Est. Cost $84.13 Unrealized +4.6%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.3%
Value ($000) $280 Shares 10,936 Est. Cost $25.54 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $273 Shares 548 Est. Cost $405.08 Unrealized +6.7%
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $247 Shares 448 Est. Cost $468.92 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.3%
Value ($000) $209 Shares 5,033 Est. Cost $41.13 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $207 Shares 2,540 Est. Cost $94.18 Unrealized -14.3%
AVGO BROADCOM INC COM 0.3%
Value ($000) $206 Shares 748 Est. Cost $211.40 Unrealized +2.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $200 Shares 7,900 Est. Cost $23.43 Unrealized
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $196 Shares 2,879 Est. Cost $66.02 Unrealized +2.7%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $186 Shares 5,035 Est. Cost $36.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $185 Shares 380 Est. Cost $486.15 Unrealized +4.5%
EXAS EXACT SCIENCES CORP COM 0.2%
Value ($000) $182 Shares 3,432 Est. Cost $50.64 Unrealized +0.3%
MMM 3M CO COM 0.2%
Value ($000) $180 Shares 1,184 Est. Cost $144.58 Unrealized -2.3%
PTBD PACER TRENDPILOT US BOND ETF 0.2%
Value ($000) $176 Shares 8,932 Est. Cost $20.06 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $173 Shares 543 Est. Cost $292.46 Unrealized -4.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $167 Shares 3,929 Est. Cost $40.76 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $165 Shares 4,403 Est. Cost $36.81 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $162 Shares 5,760 Est. Cost $26.20 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $152 Shares 479 Est. Cost $333.26 Unrealized -9.6%
AAPL APPLE INC COM 0.2%
Value ($000) $152 Shares 739 Est. Cost $230.14 Unrealized -12.5%
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $148 Shares 5,666 Est. Cost $26.38 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $147 Shares 675 Est. Cost $161.49 Unrealized -0.4%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $146 Shares 1,637 Est. Cost $90.54 Unrealized
OGS ONE GAS INC COM 0.2%
Value ($000) $144 Shares 2,000 Est. Cost $72.08 Unrealized +4.2%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $143 Shares 3,156 Est. Cost $44.20 Unrealized -7.8%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $141 Shares 2,500 Est. Cost $52.77 Unrealized +0.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $138 Shares 1,500 Est. Cost $85.07 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.2%
Value ($000) $134 Shares 6,346 Est. Cost $21.51 Unrealized
MGEE MGE ENERGY INC COM 0.2%
Value ($000) $133 Shares 1,500 Est. Cost $89.24 Unrealized -0.6%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.2%
Value ($000) $133 Shares 1,062 Est. Cost $114.13 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $119 Shares 833 Est. Cost $150.48 Unrealized -9.0%
AADR ADVISORSHARES DORSEY WRIGHT ADR ETF 0.1%
Value ($000) $113 Shares 1,426 Est. Cost $74.40 Unrealized
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 0.1%
Value ($000) $112 Shares 2,027 Est. Cost $50.43 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $109 Shares 2,013 Est. Cost $51.18 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $108 Shares 1,006 Est. Cost $108.96 Unrealized -8.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $107 Shares 494 Est. Cost $199.49 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.1%
Value ($000) $104 Shares 963 Est. Cost $96.29 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $101 Shares 2,400 Est. Cost $38.48 Unrealized +4.2%
KRMA GLOBAL X CONSCIOUS COMPANIES ETF 0.1%
Value ($000) $99 Shares 2,458 Est. Cost $37.27 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $98 Shares 2,028 Est. Cost $43.70 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $98 Shares 1,088 Est. Cost $96.79 Unrealized -9.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $93 Shares 2,000 Est. Cost $55.48 Unrealized -14.9%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $91 Shares 281 Est. Cost $266.65 Unrealized -1.1%
PNW PINNACLE WEST CAP CORP COM 0.1%
Value ($000) $90 Shares 1,011 Est. Cost $86.37 Unrealized +3.4%
ALLETE INC COM NEW 0.1%
Value ($000) $89 Shares 1,383 Est. Cost $65.70 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $80 Shares 363 Est. Cost $214.21 Unrealized -7.6%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $79 Shares 1,506 Est. Cost $51.07 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $78 Shares 250 Est. Cost $499.48 Unrealized -24.9%
DNP SELECT INCOME FD INC COM 0.1%
Value ($000) $77 Shares 7,911 Est. Cost $9.89 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $74 Shares 709 Est. Cost $105.44 Unrealized
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $74 Shares 3,323 Est. Cost $22.19 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.1%
Value ($000) $71 Shares 799 Est. Cost $81.69 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.1%
Value ($000) $70 Shares 1,595 Est. Cost $43.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $68 Shares 232 Est. Cost $239.40 Unrealized +6.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $68 Shares 756 Est. Cost $82.94 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $64 Shares 250 Est. Cost $195.73 Unrealized +11.7%
KO COCA COLA CO COM 0.1%
Value ($000) $62 Shares 881 Est. Cost $64.97 Unrealized +7.4%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $62 Shares 350 Est. Cost $179.36 Unrealized -9.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $62 Shares 707 Est. Cost $87.41 Unrealized -4.5%
USRT ISHARES CORE U.S. REIT ETF 0.1%
Value ($000) $59 Shares 1,042 Est. Cost $57.60 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $56 Shares 957 Est. Cost $58.69 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $54 Shares 784 Est. Cost $69.09 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $52 Shares 426 Est. Cost $95.68 Unrealized -2.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $52 Shares 526 Est. Cost $98.92 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.1%
Value ($000) $52 Shares 1,071 Est. Cost $42.92 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $50 Shares 81 Est. Cost $561.88 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $46 Shares 1,117 Est. Cost $38.41 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $46 Shares 583 Est. Cost $89.10 Unrealized -13.1%
META META PLATFORMS INC CL A 0.1%
Value ($000) $42 Shares 57 Est. Cost $643.25 Unrealized -4.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $38.47 Unrealized +4.7%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $40 Shares 499 Est. Cost $77.05 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $39 Shares 44 Est. Cost $714.90 Unrealized +4.7%
EXC EXELON CORP COM 0.0%
Value ($000) $39 Shares 906 Est. Cost $40.50 Unrealized +7.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $39 Shares 486 Est. Cost $80.11 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $38 Shares 62 Est. Cost $559.40 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 1,251 Est. Cost $30.10 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $38 Shares 433 Est. Cost $79.46 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $28.75 Unrealized +2.5%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $34 Shares 615 Est. Cost $54.76 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $34 Shares 116 Est. Cost $250.91 Unrealized +0.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $33 Shares 267 Est. Cost $106.29 Unrealized -3.3%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $33 Shares 340 Est. Cost $95.30 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $33 Shares 62 Est. Cost $348.14 Unrealized +19.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $33 Shares 244 Est. Cost $118.79 Unrealized -4.4%
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $32 Shares 420 Est. Cost $76.90 Unrealized -0.8%
T AT&T INC COM 0.0%
Value ($000) $32 Shares 1,113 Est. Cost $24.35 Unrealized +10.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $32 Shares 620 Est. Cost $57.96 Unrealized -7.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $32 Shares 105 Est. Cost $288.14 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $32 Shares 1,563 Est. Cost $20.17 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $32 Shares 501 Est. Cost $63.14 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 600 Est. Cost $49.81 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $98.44 Unrealized +3.6%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $31 Shares 613 Est. Cost $50.71 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $29 Shares 243 Est. Cost $94.57 Unrealized +21.8%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $29 Shares 665 Est. Cost $41.08 Unrealized -12.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $28 Shares 93 Est. Cost $291.09 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $28 Shares 685 Est. Cost $40.40 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $28 Shares 533 Est. Cost $55.42 Unrealized -4.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $26 Shares 236 Est. Cost $111.09 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $25 Shares 643 Est. Cost $34.95 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $25 Shares 58 Est. Cost $383.31 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $25 Shares 1,102 Est. Cost $21.88 Unrealized -5.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $24 Shares 250 Est. Cost $78.11 Unrealized +1.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $24 Shares 250 Est. Cost $93.72 Unrealized +1.5%
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $23 Shares 988 Est. Cost $21.86 Unrealized
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 1,067 Est. Cost $21.18 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $22 Shares 80 Est. Cost $286.30 Unrealized -13.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $22 Shares 460 Est. Cost $43.62 Unrealized -5.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $22 Shares 272 Est. Cost $78.40 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $22 Shares 1,651 Est. Cost $11.42 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $21 Shares 261 Est. Cost $67.07 Unrealized +4.7%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $21 Shares 99 Est. Cost $212.87 Unrealized -7.9%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $24.38 Unrealized -8.0%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $20 Shares 125 Est. Cost $38.54 Unrealized +139.2%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $20 Shares 165 Est. Cost $111.48 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $20 Shares 450 Est. Cost $38.21 Unrealized -3.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $20 Shares 149 Est. Cost $124.50 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $20 Shares 264 Est. Cost $85.82 Unrealized -19.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $51.94 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 213 Est. Cost $105.94 Unrealized -9.4%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $19 Shares 210 Est. Cost $83.28 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $19 Shares 19 Est. Cost $970.56 Unrealized +2.1%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $18 Shares 243 Est. Cost $74.47 Unrealized -4.9%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $18 Shares 576 Est. Cost $29.57 Unrealized +1.4%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $18 Shares 585 Est. Cost $21.96 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.47 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $18 Shares 114 Est. Cost $145.42 Unrealized +1.7%
V VISA INC COM CL A 0.0%
Value ($000) $17 Shares 49 Est. Cost $336.32 Unrealized +3.2%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $17 Shares 1,994 Est. Cost $7.76 Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.0%
Value ($000) $17 Shares 240 Est. Cost $41.53 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $17 Shares 248 Est. Cost $59.82 Unrealized +8.9%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $17 Shares 500 Est. Cost $23.24 Unrealized +9.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $17 Shares 38 Est. Cost $359.02 Unrealized +9.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $16 Shares 220 Est. Cost $73.36 Unrealized -11.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $16 Shares 121 Est. Cost $121.92 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $16 Shares 199 Est. Cost $73.70 Unrealized -3.5%
BWB BRIDGEWATER BANCSHARES INC COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.93 Unrealized +5.2%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $16 Shares 176 Est. Cost $92.76 Unrealized -13.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $16 Shares 28 Est. Cost $542.01 Unrealized +1.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $16 Shares 48 Est. Cost $346.08 Unrealized -11.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $16 Shares 85 Est. Cost $166.66 Unrealized -5.5%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $15 Shares 224 Est. Cost $69.44 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $15 Shares 220 Est. Cost $60.10 Unrealized +0.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $15 Shares 202 Est. Cost $61.25 Unrealized +8.0%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $15 Shares 329 Est. Cost $29.39 Unrealized +42.6%
ZS ZSCALER INC COM 0.0%
Value ($000) $15 Shares 47 Est. Cost $199.27 Unrealized +25.1%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $15 Shares 127 Est. Cost $113.71 Unrealized -2.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $14 Shares 230 Est. Cost $58.35 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $14 Shares 84 Est. Cost $125.89 Unrealized +16.9%
GDDY GODADDY INC CL A 0.0%
Value ($000) $14 Shares 78 Est. Cost $191.07 Unrealized -6.1%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $14 Shares 132 Est. Cost $111.87 Unrealized -8.5%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $14 Shares 580 Est. Cost $21.19 Unrealized -8.6%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $14 Shares 98 Est. Cost $135.89 Unrealized -6.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $14 Shares 17 Est. Cost $662.65 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 580 Est. Cost $23.06 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $13 Shares 129 Est. Cost $88.42 Unrealized -1.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $13 Shares 123 Est. Cost $81.59 Unrealized +12.4%
GLW CORNING INC COM 0.0%
Value ($000) $13 Shares 246 Est. Cost $48.55 Unrealized -4.6%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $13 Shares 89 Est. Cost $128.52 Unrealized +6.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $13 Shares 175 Est. Cost $65.78 Unrealized +2.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $13 Shares 46 Est. Cost $309.01 Unrealized -13.9%
BBY BEST BUY INC COM 0.0%
Value ($000) $12 Shares 185 Est. Cost $78.31 Unrealized -16.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $12 Shares 203 Est. Cost $59.55 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $12 Shares 568 Est. Cost $21.38 Unrealized +3.6%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $12 Shares 239 Est. Cost $49.10 Unrealized -7.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $12 Shares 94 Est. Cost $120.10 Unrealized +4.8%
WEYS WEYCO GROUP INC COM 0.0%
Value ($000) $12 Shares 350 Est. Cost $33.94 Unrealized -9.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $12 Shares 2 Est. Cost $4749.08 Unrealized +7.3%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $11 Shares 68 Est. Cost $146.50 Unrealized +3.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 161 Est. Cost $73.50 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $11 Shares 55 Est. Cost $207.08 Unrealized -3.9%
GRNB VANECK GREEN BOND ETF 0.0%
Value ($000) $11 Shares 452 Est. Cost $24.06 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $11 Shares 34 Est. Cost $314.89 Unrealized -6.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $11 Shares 47 Est. Cost $169.70 Unrealized +6.5%
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 0.0%
Value ($000) $10 Shares 220 Est. Cost $47.36 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $10 Shares 13 Est. Cost $880.48 Unrealized -5.1%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $10 Shares 76 Est. Cost $105.73 Unrealized +8.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 116 Est. Cost $74.53 Unrealized -4.5%
WAB WABTEC COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $190.90 Unrealized +0.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $10 Shares 270 Est. Cost $35.04 Unrealized -3.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $10 Shares 74 Est. Cost $130.94 Unrealized +0.6%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $9 Shares 121 Est. Cost $79.69 Unrealized -3.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $249.61 Unrealized +1.1%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.41 Unrealized -8.1%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $31.61 Unrealized -16.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $9 Shares 17 Est. Cost $553.02 Unrealized -5.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 524 Est. Cost $17.88 Unrealized -5.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 97 Est. Cost $72.04 Unrealized +14.3%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $9 Shares 1,200 Est. Cost $6.92 Unrealized -10.3%
NUE NUCOR CORP COM 0.0%
Value ($000) $9 Shares 69 Est. Cost $126.78 Unrealized -8.9%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $9 Shares 87 Est. Cost $101.39 Unrealized -14.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $216.97 Unrealized -11.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $381.12 Unrealized +8.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $9 Shares 22 Est. Cost $334.50 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $9 Shares 24 Est. Cost $308.54 Unrealized -0.6%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $8 Shares 39 Est. Cost $170.60 Unrealized +6.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $54.38 Unrealized -6.5%
ABBV ABBVIE INC COM 0.0%
Value ($000) $8 Shares 45 Est. Cost $189.39 Unrealized -3.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $8 Shares 47 Est. Cost $169.71 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 324 Est. Cost $28.86 Unrealized -11.4%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $8 Shares 158 Est. Cost $52.56 Unrealized -3.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $8 Shares 7 Est. Cost $1277.12 Unrealized -12.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $184.92 Unrealized +0.4%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 89 Est. Cost $81.30 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $8 Shares 141 Est. Cost $57.62 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $125.48 Unrealized +4.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $117.26 Unrealized +0.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $8 Shares 107 Est. Cost $72.81 Unrealized
WTBA WEST BANCORPORATION INC CAP STK 0.0%
Value ($000) $8 Shares 400 Est. Cost $21.36 Unrealized -9.5%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8 Shares 96 Est. Cost $73.62 Unrealized +4.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $228.51 Unrealized +8.5%
ADBE ADOBE INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $428.84 Unrealized -10.1%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $99.37 Unrealized +1.2%
ROST ROSS STORES INC COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $138.49 Unrealized -0.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $8 Shares 101 Est. Cost $71.30 Unrealized -0.3%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $8 Shares 187 Est. Cost $38.31 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $8 Shares 113 Est. Cost $67.76 Unrealized -1.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $52.90 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $8 Shares 99 Est. Cost $69.19 Unrealized +4.0%
SN SHARKNINJA INC COM SHS 0.0%
Value ($000) $7 Shares 75 Est. Cost $101.80 Unrealized -15.1%
TGT TARGET CORP COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $120.21 Unrealized -22.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $119.26 Unrealized -8.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $75.66 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $7 Shares 7 Est. Cost $1025.88 Unrealized +0.7%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $7 Shares 63 Est. Cost $108.97 Unrealized -8.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $100.99 Unrealized -15.7%
UNP UNION PAC CORP COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $235.58 Unrealized -7.3%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $7 Shares 48 Est. Cost $153.24 Unrealized -0.5%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $7 Shares 608 Est. Cost $11.67 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $7 Shares 103 Est. Cost $31.89 Unrealized -14.4%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $7 Shares 98 Est. Cost $90.47 Unrealized -29.4%
OS ONESTREAM INC CL A 0.0%
Value ($000) $7 Shares 249 Est. Cost $25.52 Unrealized -2.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 31 Est. Cost $166.00 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $7 Shares 342 Est. Cost $25.59 Unrealized -19.6%
XYL XYLEM INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $122.65 Unrealized -2.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $507.58 Unrealized -2.2%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $100.70 Unrealized +0.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.04 Unrealized -9.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $218.39 Unrealized +5.1%
NTAP NETAPP INC COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $108.30 Unrealized -13.7%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $76.08 Unrealized +2.4%
DHI D R HORTON INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $132.76 Unrealized -7.9%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $182.23 Unrealized -4.4%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $6 Shares 6 Est. Cost $443.26 Unrealized -8.2%
NPO ENPRO INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $179.63 Unrealized -4.8%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $6 Shares 258 Est. Cost $24.34 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $130.88 Unrealized -8.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $826.69 Unrealized -6.4%
MGIC MAGIC SOFTWARE ENTERPRISES LTD ORD 0.0%
Value ($000) $6 Shares 325 Est. Cost $12.22 Unrealized +19.8%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $6 Shares 94 Est. Cost $77.48 Unrealized -16.6%
KSS KOHLS CORP COM 0.0%
Value ($000) $6 Shares 720 Est. Cost $11.61 Unrealized -33.8%
RTX RTX CORPORATION COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $124.76 Unrealized +5.6%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $6 Shares 54 Est. Cost $113.24 Unrealized -1.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $6 Shares 25 Est. Cost $255.22 Unrealized -4.6%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $149.58 Unrealized +14.1%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $133.72 Unrealized -0.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $287.24 Unrealized -3.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $227.37 Unrealized -20.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $209.53 Unrealized -8.0%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $5 Shares 133 Est. Cost $44.31 Unrealized -5.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $197.78 Unrealized +8.3%
DOV DOVER CORP COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $190.32 Unrealized -9.3%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $113.16 Unrealized -2.8%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $229.40 Unrealized -5.0%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $5 Shares 490 Est. Cost $10.17 Unrealized -7.3%
PPG PPG INDS INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $112.61 Unrealized -5.6%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $158.03 Unrealized +1.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $485.80 Unrealized -4.1%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $244.42 Unrealized -7.5%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.81 Unrealized -3.6%
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $242.06 Unrealized -8.9%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $180.58 Unrealized -12.1%
NCNO NCINO INC COM 0.0%
Value ($000) $5 Shares 174 Est. Cost $31.63 Unrealized -21.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $95.42 Unrealized 0.0%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $5 Shares 12 Est. Cost $317.51 Unrealized +14.7%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $402.00 Unrealized +8.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $52.12 Unrealized +17.2%
ALG ALAMO GROUP INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $182.41 Unrealized +4.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $300.39 Unrealized -10.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $221.75 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $5 Shares 350 Est. Cost $12.60 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $5 Shares 15 Est. Cost $268.47 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $70.06 Unrealized -0.9%
KFY KORN FERRY COM NEW 0.0%
Value ($000) $5 Shares 62 Est. Cost $65.73 Unrealized -0.7%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $5 Shares 126 Est. Cost $37.82 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $42.52 Unrealized
ADUS ADDUS HOMECARE CORP COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $111.21 Unrealized -2.8%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $51.06 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $4 Shares 15 Est. Cost $349.45 Unrealized -13.3%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $4 Shares 17 Est. Cost $240.27 Unrealized +0.6%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $56.06 Unrealized -10.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $52.38 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $287.59 Unrealized -0.0%
SPSC SPS COMM INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $154.88 Unrealized -10.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $102.55 Unrealized +14.4%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $4 Shares 55 Est. Cost $102.68 Unrealized -14.9%
NKE NIKE INC CL B 0.0%
Value ($000) $4 Shares 57 Est. Cost $72.05 Unrealized -18.0%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $49.16 Unrealized
DIOD DIODES INC COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $51.73 Unrealized -15.0%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.50 Unrealized -0.3%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $163.01 Unrealized -1.1%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $281.60 Unrealized -3.1%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.11 Unrealized -5.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $90.60 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $505.20 Unrealized +4.2%
CRH CRH PLC ORD 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.65 Unrealized -6.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $204.24 Unrealized +3.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $4 Shares 49 Est. Cost $76.37 Unrealized -3.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $3450.47 Unrealized +6.8%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $57.19 Unrealized -11.5%
KEN KENON HLDGS LTD SHS 0.0%
Value ($000) $4 Shares 87 Est. Cost $27.69 Unrealized +18.5%
NOVT NOVANTA INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $143.75 Unrealized -15.3%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $161.93 Unrealized +6.3%
KFRC KFORCE INC COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $50.81 Unrealized -17.4%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $366.85 Unrealized -24.9%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $66.71 Unrealized
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $323.20 Unrealized -6.8%
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $67.87 Unrealized -0.6%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.78 Unrealized 0.0%
BHE BENCHMARK ELECTRS INC COM 0.0%
Value ($000) $3 Shares 87 Est. Cost $41.49 Unrealized -13.0%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $127.56 Unrealized -4.7%
BWLP BW LPG LTD COM 0.0%
Value ($000) $3 Shares 280 Est. Cost $11.28 Unrealized -7.2%
ICFI ICF INTL INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $103.72 Unrealized -18.3%
NV5 GLOBAL INC COM 0.0%
Value ($000) $3 Shares 140 Est. Cost $19.27 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $196.30 Unrealized -10.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $49.68 Unrealized +12.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.80 Unrealized +1.6%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.22 Unrealized -17.2%
RVLV REVOLVE GROUP INC CL A 0.0%
Value ($000) $3 Shares 157 Est. Cost $24.99 Unrealized -19.0%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $71.07 Unrealized -12.0%
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $163.06 Unrealized -5.5%
JOUT JOHNSON OUTDOORS INC CL A 0.0%
Value ($000) $3 Shares 102 Est. Cost $29.18 Unrealized -10.4%
RAMP LIVERAMP HLDGS INC COM 0.0%
Value ($000) $3 Shares 93 Est. Cost $30.59 Unrealized -5.0%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.64 Unrealized 0.0%
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $43.89 Unrealized
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $3 Shares 178 Est. Cost $16.05 Unrealized -15.8%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $197.22 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $3 Shares 60 Est. Cost $38.09 Unrealized +1.2%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $39.42 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $45.12 Unrealized
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $83.90 Unrealized -12.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $58.95 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $3 Shares 115 Est. Cost $24.71 Unrealized -9.6%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $98.29 Unrealized -11.6%
CUBE CUBESMART COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $42.72 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $147.98 Unrealized -11.9%
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $122.24 Unrealized 0.0%
ENS ENERSYS COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $96.67 Unrealized -10.4%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $3 Shares 41 Est. Cost $68.45 Unrealized -22.5%
COHU COHU INC COM 0.0%
Value ($000) $3 Shares 140 Est. Cost $20.81 Unrealized -19.0%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $80.67 Unrealized
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $3 Shares 246 Est. Cost $10.10 Unrealized +3.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $87.83 Unrealized +2.5%
COMB GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF 0.0%
Value ($000) $3 Shares 121 Est. Cost $21.70 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 350 Est. Cost $4.58 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $77.67 Unrealized +7.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $2 Shares 108 Est. Cost $19.79 Unrealized
SAR SARATOGA INVT CORP COM NEW 0.0%
Value ($000) $2 Shares 94 Est. Cost $24.86 Unrealized -2.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.25 Unrealized +3.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $52.81 Unrealized
ASGN ASGN INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $76.97 Unrealized -29.0%
VAL VALARIS LTD CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.87 Unrealized -12.2%
CTS CTS CORP COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $46.65 Unrealized -13.7%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $2 Shares 162 Est. Cost $15.61 Unrealized -19.5%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $377.08 Unrealized -1.5%
MAT MATTEL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.84 Unrealized -10.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $55.35 Unrealized +1.1%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.44 Unrealized
GEF GREIF INC CL A 0.0%
Value ($000) $2 Shares 29 Est. Cost $56.97 Unrealized -2.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $245.41 Unrealized +6.2%
HVT HAVERTY FURNITURE COS INC COM 0.0%
Value ($000) $2 Shares 88 Est. Cost $21.89 Unrealized -10.8%
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $57.59 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.20 Unrealized -10.6%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 69 Est. Cost $25.17 Unrealized
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $2 Shares 877 Est. Cost $1.45 Unrealized +8.6%
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 60 Est. Cost $29.07 Unrealized -2.6%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $35.44 Unrealized -9.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $212.91 Unrealized -3.2%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.70 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $194.00 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $95.41 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $100.69 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $68.05 Unrealized +2.8%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.57 Unrealized +4.2%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $168.38 Unrealized -36.6%
MED MEDIFAST INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.14 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $205.97 Unrealized +10.2%
SLP SIMULATIONS PLUS INC COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $29.99 Unrealized -6.5%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $107.21 Unrealized -2.5%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $176.29 Unrealized
BRC BRADY CORP CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $71.65 Unrealized -3.8%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $110.31 Unrealized +4.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $166.88 Unrealized -8.5%
MOV MOVADO GROUP INC COM 0.0%
Value ($000) $1 Shares 72 Est. Cost $18.96 Unrealized -19.4%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $98.75 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $1 Shares 11 Est. Cost $117.32 Unrealized -6.8%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $229.21 Unrealized 0.0%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $54.00 Unrealized
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $1 Shares 62 Est. Cost $19.52 Unrealized
CMBT CMB.TECH NV SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.12 Unrealized -9.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $450.41 Unrealized -3.6%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $39.16 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $74.64 Unrealized -22.1%
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $1 Shares 325 Est. Cost $3.01 Unrealized -8.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.11 Unrealized
NVEC NVE CORP COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.89 Unrealized -8.0%
VXRT VAXART INC COM NEW 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $0.64 Unrealized -32.1%
INO INOVIO PHARMACEUTICALS INC COM SHS 0.0%
Value ($000) $1 Shares 325 Est. Cost $2.01 Unrealized -4.5%
TMC TMC THE METALS COMPANY INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $3.83 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $42.55 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.48 Unrealized -3.5%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 87 Est. Cost $4.98 Unrealized -22.2%
AVGX DEFIANCE DAILY TARGET 2X LONG AVGO ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.90 Unrealized
OFLX OMEGA FLEX INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $38.77 Unrealized -17.1%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.60 Unrealized
SDHC SMITH DOUGLAS HOMES CORP COM SHS CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.49 Unrealized -16.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $19.79 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $0 Shares 17 Est. Cost $18.78 Unrealized -16.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $82.56 Unrealized +1.7%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $29.89 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.96 Unrealized -22.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.71 Unrealized -12.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.75 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $1.36 Unrealized -45.0%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.21 Unrealized -14.5%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.81 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.67 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $10.02 Unrealized -18.2%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.11 Unrealized -32.2%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.81 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $23.25 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.58 Unrealized +5.6%
SHEN SHENANDOAH TELECOMMUNICATIONS COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.76 Unrealized +8.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.21 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost $3.07 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.60 Unrealized -0.3%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.29 Unrealized -8.6%
EPM EVOLUTION PETE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.74 Unrealized -11.0%