WINNOW WEALTH LLC Quant / Systematic

Location: Waco, TX

CIK: 0002079687 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (589)

SGOV iShares 0-3 Month Treasury Bond ETF 8.0%
Value $10.81M Shares 107,026 Est. Cost $101.00 Unrealized
SFLR Innovator Equity Managed Floor ETF 7.1%
Value $9.667M Shares 261,279 Est. Cost $37.00 Unrealized
DJUL FT Vest U.S. Equity Deep Buffer ETF - July 4.1%
Value $5.578M Shares 116,203 Est. Cost $47.00 Unrealized
DSEP FT Vest U.S. Equity Deep Buffer ETF - September 4.1%
Value $5.513M Shares 122,515 Est. Cost $45.00 Unrealized
DOCT FT Vest U.S. Equity Deep Buffer ETF - October 4.1%
Value $5.49M Shares 121,993 Est. Cost $44.98 Unrealized
DNOV FT Vest U.S. Equity Deep Buffer ETF - November 3.9%
Value $5.22M Shares 106,522 Est. Cost $48.96 Unrealized
BALT Innovator Defined Wealth Shield ETF 3.7%
Value $5.067M Shares 149,021 Est. Cost $33.00 Unrealized
QFLR Innovator Nasdaq-100 Managed Floor ETF 2.5%
Value $3.382M Shares 96,636 Est. Cost $34.23 Unrealized
RFLR Innovator U.S. Small Cap Managed Floor ETF 2.5%
Value $3.334M Shares 114,981 Est. Cost $28.23 Unrealized
GLDI ETRACS Gold Shares Covered Call ETNs due February 2, 2033 1.1%
Value $1.504M Shares 8,644 Est. Cost $169.00 Unrealized
XOM Exxon Mobil Corporation Common Stock 1.1%
Value $1.483M Shares 12,256 Est. Cost $109.70 Unrealized +5.3%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF 1.0%
Value $1.394M Shares 26,309 Est. Cost $53.00 Unrealized
IFLR Innovator International Developed Managed Floor ETF 1.0%
Value $1.331M Shares 26,105 Est. Cost $51.00 Unrealized
FOXA Fox Corporation - Class A Common Stock 0.9%
Value $1.28M Shares 17,294 Est. Cost $57.68 Unrealized +13.3%
GPIX Goldman Sachs S&P 500 Premium Income ETF 0.9%
Value $1.168M Shares 22,046 Est. Cost $53.00 Unrealized
GILD Gilead Sciences, Inc. - Common Stock 0.8%
Value $1.12M Shares 9,104 Est. Cost $112.28 Unrealized +7.7%
YMAX YieldMax Universe Fund of Option Income ETFs 0.8%
Value $1.109M Shares 110,928 Est. Cost $12.48 Unrealized
NVDA NVIDIA Corporation - Common Stock 0.8%
Value $1.107M Shares 5,919 Est. Cost $181.95 Unrealized +2.3%
JNJ Johnson & Johnson Common Stock 0.8%
Value $1.107M Shares 5,347 Est. Cost $165.31 Unrealized +19.2%
CME CME Group Inc. - Class A Common Stock 0.8%
Value $1.096M Shares 4,001 Est. Cost $269.75 Unrealized +0.4%
CBOE Cboe Global Markets, Inc. Common Stock 0.8%
Value $1.094M Shares 4,359 Est. Cost $240.25 Unrealized +3.5%
GOOGL Alphabet Inc. - Class A Common Stock 0.8%
Value $1.094M Shares 3,494 Est. Cost $200.45 Unrealized +42.5%
USB U.S. Bancorp Common Stock 0.8%
Value $1.091M Shares 20,199 Est. Cost $46.35 Unrealized +5.1%
MU Micron Technology, Inc. - Common Stock 0.8%
Value $1.077M Shares 3,767 Est. Cost $216.33 Unrealized +6.0%
SNA Snap-On Incorporated Common Stock 0.8%
Value $1.072M Shares 3,108 Est. Cost $323.82 Unrealized +5.1%
MO Altria Group, Inc. 0.8%
Value $1.068M Shares 18,422 Est. Cost $60.97 Unrealized -2.6%
MRK Merck & Company, Inc. Common Stock (new) 0.8%
Value $1.063M Shares 10,028 Est. Cost $81.75 Unrealized +14.0%
CMCSA Comcast Corporation - Class A Common Stock 0.8%
Value $1.049M Shares 34,983 Est. Cost $32.51 Unrealized -12.2%
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF 0.8%
Value $1.043M Shares 47,409 Est. Cost $22.00 Unrealized
CAG ConAgra Brands, Inc. Common Stock 0.8%
Value $1.04M Shares 57,782 Est. Cost $18.64 Unrealized -5.4%
APP Applovin Corporation - Class A Common Stock 0.8%
Value $1.034M Shares 1,534 Est. Cost $461.14 Unrealized +36.6%
VZ Verizon Communications Inc. Common Stock 0.8%
Value $1.033M Shares 25,186 Est. Cost $42.40 Unrealized -4.5%
DECK Deckers Outdoor Corporation Common Stock 0.8%
Value $1.03M Shares 9,907 Est. Cost $105.85 Unrealized -11.4%
MSFT Microsoft Corporation - Common Stock 0.8%
Value $1.028M Shares 2,124 Est. Cost $480.08 Unrealized +4.3%
KHC The Kraft Heinz Company - Common Stock 0.8%
Value $1.024M Shares 40,957 Est. Cost $26.38 Unrealized -6.6%
FLEX Flex Ltd. - Ordinary Shares 0.8%
Value $1.016M Shares 16,648 Est. Cost $53.12 Unrealized +16.3%
CL Colgate-Palmolive Company Common Stock 0.7%
Value $1.003M Shares 12,541 Est. Cost $84.80 Unrealized -7.7%
CF CF Industries Holdings, Inc. Common Stock 0.7%
Value $993K Shares 12,737 Est. Cost $88.36 Unrealized -7.3%
AVGO Broadcom Inc. - Common Stock 0.7%
Value $993K Shares 2,861 Est. Cost $305.74 Unrealized +16.8%
VICI VICI Properties Inc. Common Stock 0.7%
Value $984K Shares 33,936 Est. Cost $31.86 Unrealized -8.0%
EOG EOG Resources, Inc. Common Stock 0.7%
Value $974K Shares 9,193 Est. Cost $117.19 Unrealized -8.5%
AVY Avery Dennison Corporation Common Stock 0.7%
Value $973K Shares 5,347 Est. Cost $172.31 Unrealized 0.0%
UTHR United Therapeutics Corporation - Common Stock 0.7%
Value $962K Shares 1,972 Est. Cost $465.69 Unrealized 0.0%
ACN Accenture plc Class A Ordinary Shares (Ireland) 0.7%
Value $960K Shares 3,569 Est. Cost $254.06 Unrealized 0.0%
RDVI FT Vest Rising Dividend Achievers Target Income ETF 0.7%
Value $955K Shares 35,367 Est. Cost $26.00 Unrealized
TROW T. Rowe Price Group, Inc. - Common Stock 0.7%
Value $953K Shares 9,248 Est. Cost $102.86 Unrealized -0.7%
PG Procter & Gamble Company (The) Common Stock 0.7%
Value $952K Shares 6,611 Est. Cost $155.29 Unrealized -5.2%
GIS General Mills, Inc. Common Stock 0.7%
Value $949K Shares 20,188 Est. Cost $49.46 Unrealized -4.0%
ITW Illinois Tool Works Inc. Common Stock 0.7%
Value $941K Shares 3,809 Est. Cost $257.33 Unrealized -3.8%
THC Tenet Healthcare Corporation Common Stock 0.7%
Value $940K Shares 4,726 Est. Cost $177.42 Unrealized +13.9%
KMB Kimberly-Clark Corporation - Common Stock 0.7%
Value $940K Shares 9,307 Est. Cost $124.82 Unrealized -13.1%
ZM Zoom Communications, Inc. - Class A Common Stock 0.7%
Value $930K Shares 10,692 Est. Cost $78.02 Unrealized +7.9%
PEP PepsiCo, Inc. - Common Stock 0.7%
Value $930K Shares 6,455 Est. Cost $145.32 Unrealized +0.4%
MMSI Merit Medical Systems, Inc. - Common Stock 0.7%
Value $929K Shares 10,441 Est. Cost $86.99 Unrealized -2.2%
EXEL Exelixis, Inc. - Common Stock 0.7%
Value $929K Shares 21,108 Est. Cost $40.19 Unrealized +2.9%
MPWR Monolithic Power Systems, Inc. - Common Stock 0.7%
Value $923K Shares 1,018 Est. Cost $808.07 Unrealized +18.9%
PHM PulteGroup, Inc. Common Stock 0.7%
Value $921K Shares 7,804 Est. Cost $123.78 Unrealized -1.1%
RL Ralph Lauren Corporation Common Stock 0.7%
Value $916K Shares 2,588 Est. Cost $296.30 Unrealized +14.8%
NBIX Neurocrine Biosciences, Inc. - Common Stock 0.7%
Value $889K Shares 6,262 Est. Cost $135.50 Unrealized +6.9%
ACII Innovator Index Autocallable Income Strategy ETF 0.7%
Value $884K Shares 34,010 Est. Cost $26.00 Unrealized
ACEI Innovator Equity Autocallable Income Strategy ETF 0.6%
Value $877K Shares 35,077 Est. Cost $25.00 Unrealized
PANW Palo Alto Networks, Inc. - Common Stock 0.6%
Value $874K Shares 4,726 Est. Cost $191.42 Unrealized +5.4%
PODD Insulet Corporation - Common Stock 0.6%
Value $874K Shares 3,067 Est. Cost $313.25 Unrealized -0.2%
ELAN Elanco Animal Health Incorporated Common Stock 0.6%
Value $873K Shares 37,963 Est. Cost $21.76 Unrealized +0.0%
CHWY Chewy, Inc. Class A Common Stock 0.6%
Value $861K Shares 25,337 Est. Cost $38.11 Unrealized -8.9%
CHTR Charter Communications, Inc. - Class A Common Stock 0.6%
Value $860K Shares 4,114 Est. Cost $290.93 Unrealized -22.7%
FPEI First Trust Institutional Preferred Securities and Income ETF 0.6%
Value $828K Shares 41,376 Est. Cost $20.00 Unrealized
ABT Abbott Laboratories Common Stock 0.6%
Value $803K Shares 6,374 Est. Cost $130.50 Unrealized -2.5%
PINS Pinterest, Inc. Class A Common Stock 0.6%
Value $771K Shares 29,644 Est. Cost $35.02 Unrealized -17.8%
HIMS Hims & Hers Health, Inc. Class A Common Stock 0.5%
Value $735K Shares 22,282 Est. Cost $50.87 Unrealized -15.8%
IDV iShares International Select Dividend ETF 0.5%
Value $729K Shares 18,233 Est. Cost $37.00 Unrealized
TSLA Tesla, Inc. - Common Stock 0.5%
Value $692K Shares 1,537 Est. Cost $378.59 Unrealized +17.1%
DVYE iShares Emerging Markets Dividend Index Fund Exchange Traded Fund 0.5%
Value $623K Shares 19,454 Est. Cost $30.00 Unrealized
DMAY FT Vest U.S. Equity Deep Buffer ETF - May 0.4%
Value $529K Shares 11,499 Est. Cost $45.00 Unrealized
AGGH Simplify Aggregate Bond ETF 0.4%
Value $527K Shares 25,100 Est. Cost $21.00 Unrealized
KBWD Invesco KBW High Dividend Yield Financial ETF 0.3%
Value $408K Shares 29,138 Est. Cost $14.00 Unrealized
QDEC FT Vest Nasdaq-100 Buffer ETF - December 0.3%
Value $391K Shares 11,861 Est. Cost $32.00 Unrealized
QSPT FT Vest Nasdaq-100 Buffer ETF - September 0.3%
Value $391K Shares 12,214 Est. Cost $32.00 Unrealized
QJUN FT Vest Nasdaq-100 Buffer ETF - June 0.3%
Value $383K Shares 11,977 Est. Cost $32.00 Unrealized
YSEP FT Vest International Equity Buffer ETF - September 0.3%
Value $378K Shares 13,987 Est. Cost $26.00 Unrealized
QMAR FT Vest Nasdaq-100 Buffer ETF - March 0.3%
Value $376K Shares 11,384 Est. Cost $33.00 Unrealized
YMAR FT Vest International Equity Moderate Buffer ETF - March 0.3%
Value $373K Shares 13,333 Est. Cost $27.00 Unrealized
YJUN FT Vest International Equity Moderate Buffer ETF - June 0.3%
Value $361K Shares 13,879 Est. Cost $26.00 Unrealized
YDEC FT Vest International Equity Moderate Buffer ETF - December 0.3%
Value $357K Shares 13,216 Est. Cost $26.00 Unrealized
DFEB FT Vest U.S. Equity Deep Buffer ETF - February 0.2%
Value $325K Shares 6,767 Est. Cost $47.00 Unrealized
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF 0.2%
Value $309K Shares 6,180 Est. Cost $50.00 Unrealized
ORCL Oracle Corporation Common Stock 0.2%
Value $306K Shares 1,571 Est. Cost $248.47 Unrealized -4.2%
DJAN FT Vest U.S. Equity Deep Buffer ETF - January 0.2%
Value $304K Shares 6,916 Est. Cost $43.00 Unrealized
JAJL Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul 0.2%
Value $301K Shares 10,019 Est. Cost $29.00 Unrealized
APOC Innovator Equity Defined Protection ETF - 6mo Apr/Oct 0.2%
Value $299K Shares 11,074 Est. Cost $26.00 Unrealized
DMAR FT Vest U.S. Equity Deep Buffer ETF - March 0.2%
Value $278K Shares 6,613 Est. Cost $41.00 Unrealized
QYLD Global X NASDAQ 100 Covered Call ETF 0.2%
Value $274K Shares 15,205 Est. Cost $18.00 Unrealized
RYLD Global X Russell 2000 Covered Call ETF 0.2%
Value $261K Shares 16,284 Est. Cost $16.00 Unrealized
EOCT Innovator Emerging Markets Power Buffer ETF - October 0.2%
Value $247K Shares 7,715 Est. Cost $32.00 Unrealized
KAPR Innovator U.S. Small Cap Power Buffer ETF - April 0.2%
Value $242K Shares 6,720 Est. Cost $35.00 Unrealized
PFG Principal Financial Group Inc - Common Stock 0.2%
Value $240K Shares 2,701 Est. Cost $78.75 Unrealized +6.5%
KJAN Innovator U.S. Small Cap Power Buffer ETF - January 0.2%
Value $237K Shares 5,653 Est. Cost $41.00 Unrealized
KJUL Innovator U.S. Small Cap Power Buffer ETF - July 0.2%
Value $234K Shares 7,321 Est. Cost $31.00 Unrealized
EJUL Innovator Emerging Markets Power Buffer ETF July 0.2%
Value $234K Shares 7,807 Est. Cost $29.00 Unrealized
KOCT Innovator U.S. Small Cap Power Buffer ETF - October 0.2%
Value $232K Shares 6,822 Est. Cost $34.00 Unrealized
EAPR Innovator Emerging Markets Power Buffer ETF April 0.2%
Value $230K Shares 7,651 Est. Cost $30.00 Unrealized
DAPR FT Vest U.S. Equity Deep Buffer ETF - April 0.2%
Value $228K Shares 5,712 Est. Cost $39.00 Unrealized
EJAN Innovator Emerging Markets Power Buffer ETF January 0.2%
Value $225K Shares 6,625 Est. Cost $34.00 Unrealized
WMT Walmart Inc. - Common Stock 0.2%
Value $215K Shares 1,924 Est. Cost $100.14 Unrealized +7.1%
SPY State Street SPDR S&P 500 ETF Trust 0.1%
Value $179K Shares 262 Est. Cost $648.23 Unrealized
ICSH iShares Ultra Short Duration Bond Active ETF 0.1%
Value $176K Shares 3,445 Est. Cost $51.00 Unrealized
APRJ Innovator Premium Income 30 Barrier ETF - April 0.1%
Value $173K Shares 6,922 Est. Cost $25.00 Unrealized
JANJ Innovator Premium Income 30 Barrier ETF - January 0.1%
Value $173K Shares 6,918 Est. Cost $25.00 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value $173K Shares 514 Est. Cost $331.14 Unrealized
OCTJ Innovator Premium Income 30 Barrier ETF - October 0.1%
Value $171K Shares 7,143 Est. Cost $24.00 Unrealized
JULJ Innovator Premium Income 30 Barrier ETF - July 0.1%
Value $171K Shares 6,836 Est. Cost $25.00 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value $165K Shares 263 Est. Cost $628.00 Unrealized
DGX Quest Diagnostics Incorporated Common Stock 0.1%
Value $164K Shares 944 Est. Cost $176.64 Unrealized +3.1%
AAPL Apple Inc. - Common Stock 0.1%
Value $160K Shares 587 Est. Cost $216.02 Unrealized +24.2%
OACP OneAscent Core Plus Bond ETF 0.1%
Value $155K Shares 6,467 Est. Cost $24.00 Unrealized
JBL Jabil Inc. Common Stock 0.1%
Value $155K Shares 676 Est. Cost $217.63 Unrealized -2.0%
CSCO Cisco Systems, Inc. - Common Stock 0.1%
Value $142K Shares 1,818 Est. Cost $64.42 Unrealized +14.5%
APH Amphenol Corporation Common Stock 0.1%
Value $132K Shares 968 Est. Cost $109.40 Unrealized +22.1%
JANH Innovator Premium Income 20 Barrier ETF - January 0.1%
Value $129K Shares 5,178 Est. Cost $25.00 Unrealized
APRH Innovator Premium Income 20 Barrier ETF - April 0.1%
Value $129K Shares 5,170 Est. Cost $25.00 Unrealized
OCTH Innovator Premium Income 20 Barrier ETF - October 0.1%
Value $128K Shares 5,348 Est. Cost $24.00 Unrealized
TPHD Timothy Plan High Dividend Stock ETF 0.1%
Value $128K Shares 3,289 Est. Cost $39.00 Unrealized
TPLC Timothy Plan US Large/Mid Cap Core ETF 0.1%
Value $128K Shares 2,779 Est. Cost $46.00 Unrealized
JULH Innovator Premium Income 20 Barrier ETF - July 0.1%
Value $128K Shares 5,109 Est. Cost $25.00 Unrealized
DJUN FT Vest U.S. Equity Deep Buffer ETF - June 0.1%
Value $126K Shares 2,617 Est. Cost $47.00 Unrealized
ODFL Old Dominion Freight Line, Inc. - Common Stock 0.1%
Value $120K Shares 763 Est. Cost $152.59 Unrealized -6.2%
XYLD Global X S&P 500 Covered Call ETF 0.1%
Value $119K Shares 2,908 Est. Cost $40.00 Unrealized
AMZN Amazon.com, Inc. - Common Stock 0.1%
Value $105K Shares 456 Est. Cost $208.45 Unrealized +9.8%
LHX L3Harris Technologies, Inc. Common Stock 0.1%
Value $97,608 Shares 332 Est. Cost $271.37 Unrealized +6.3%
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.1%
Value $88,236 Shares 2,052 Est. Cost $44.00 Unrealized
TMCI Treace Medical Concepts, Inc. - Common Stock 0.1%
Value $84,942 Shares 28,314 Est. Cost $4.34 Unrealized 0.0%
ROST Ross Stores, Inc. - Common Stock 0.1%
Value $80,183 Shares 443 Est. Cost $142.95 Unrealized +16.5%
AAON AAON, Inc. - Common Stock 0.1%
Value $76,846 Shares 998 Est. Cost $81.75 Unrealized +12.9%
VISN Vistance Networks, Inc. - Common Stock 0.1%
Value $76,646 Shares 4,034 Est. Cost $12.98 Unrealized +32.9%
CPRT Copart, Inc. - Common Stock 0.1%
Value $76,640 Shares 1,916 Est. Cost $47.13 Unrealized -12.0%
DHI D.R. Horton, Inc. Common Stock 0.1%
Value $74,530 Shares 514 Est. Cost $156.63 Unrealized -2.9%
HSY The Hershey Company Common Stock 0.1%
Value $73,710 Shares 405 Est. Cost $179.65 Unrealized +1.4%
COST Costco Wholesale Corporation - Common Stock 0.1%
Value $72,492 Shares 84 Est. Cost $956.70 Unrealized -5.3%
STIP iShares 0-5 Year TIPS Bond ETF 0.1%
Value $71,173 Shares 691 Est. Cost $104.00 Unrealized
SSO ProShares Ultra S&P500 0.1%
Value $70,528 Shares 1,216 Est. Cost $85.45 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value $66,800 Shares 835 Est. Cost $80.00 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value $66,780 Shares 1,060 Est. Cost $60.00 Unrealized
ROL Rollins, Inc. Common Stock 0.0%
Value $65,026 Shares 1,066 Est. Cost $56.61 Unrealized +3.6%
CNC Centene Corporation Common Stock 0.0%
Value $63,126 Shares 1,503 Est. Cost $30.20 Unrealized +23.9%
MNST Monster Beverage Corporation - Common Stock 0.0%
Value $61,600 Shares 800 Est. Cost $62.42 Unrealized +14.8%
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0%
Value $61,155 Shares 755 Est. Cost $79.00 Unrealized
OPCH Option Care Health, Inc. - Common Stock 0.0%
Value $60,736 Shares 1,898 Est. Cost $28.96 Unrealized +1.4%
VXUS Vanguard Total International Stock ETF 0.0%
Value $60,648 Shares 798 Est. Cost $74.00 Unrealized
GOOG Alphabet Inc. - Class C Capital Stock 0.0%
Value $59,032 Shares 188 Est. Cost $209.93 Unrealized +36.4%
TPIF Timothy Plan International ETF 0.0%
Value $57,960 Shares 1,656 Est. Cost $34.00 Unrealized
ROP Roper Technologies, Inc. - Common Stock 0.0%
Value $56,642 Shares 127 Est. Cost $526.46 Unrealized -12.2%
WSM Williams-Sonoma, Inc. Common Stock (DE) 0.0%
Value $55,311 Shares 309 Est. Cost $190.33 Unrealized -1.6%
FLOT iShares Floating Rate Bond ETF 0.0%
Value $55,182 Shares 1,082 Est. Cost $52.00 Unrealized
COP ConocoPhillips Common Stock 0.0%
Value $53,110 Shares 565 Est. Cost $93.28 Unrealized -3.5%
BITU ProShares Ultra Bitcoin ETF 0.0%
Value $52,486 Shares 2,282 Est. Cost $38.57 Unrealized
TPSC Timothy Plan US Small Cap Core ETF 0.0%
Value $52,458 Shares 1,249 Est. Cost $42.00 Unrealized
DAUG FT Vest U.S. Equity Deep Buffer ETF - August 0.0%
Value $52,065 Shares 1,157 Est. Cost $44.00 Unrealized
BUCK Simplify Treasury Option Income ETF 0.0%
Value $50,616 Shares 2,109 Est. Cost $24.00 Unrealized
UFPI UFP Industries, Inc. - Common Stock 0.0%
Value $50,416 Shares 548 Est. Cost $100.97 Unrealized -9.3%
NVO Novo Nordisk A/S Common Stock 0.0%
Value $50,388 Shares 988 Est. Cost $56.00 Unrealized
BCPC Balchem Corporation - Common Stock 0.0%
Value $49,434 Shares 321 Est. Cost $156.60 Unrealized -3.1%
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value $47,849 Shares 811 Est. Cost $59.00 Unrealized
RLI RLI Corp. Common Stock (DE) 0.0%
Value $47,616 Shares 744 Est. Cost $65.24 Unrealized -5.8%
META Meta Platforms, Inc. - Class A Common Stock 0.0%
Value $47,592 Shares 72 Est. Cost $630.68 Unrealized +5.8%
RMD ResMed Inc. Common Stock 0.0%
Value $47,477 Shares 197 Est. Cost $272.23 Unrealized -6.2%
CHD Church & Dwight Company, Inc. Common Stock 0.0%
Value $42,252 Shares 503 Est. Cost $93.26 Unrealized -8.6%
SHOP Shopify Inc. - Class A Subordinate Voting Shares 0.0%
Value $42,182 Shares 262 Est. Cost $160.56 Unrealized 0.0%
VYM Vanguard High Dividend Yield ETF 0.0%
Value $40,896 Shares 284 Est. Cost $141.00 Unrealized
FDN First Trust DJ Internet Index Fund 0.0%
Value $40,500 Shares 150 Est. Cost $270.00 Unrealized
PSX Phillips 66 Common Stock 0.0%
Value $36,270 Shares 279 Est. Cost $126.85 Unrealized +5.6%
ABBV AbbVie Inc. Common Stock 0.0%
Value $36,182 Shares 158 Est. Cost $201.58 Unrealized +12.9%
BRK/B Berkshire Hathaway Inc. New Common Stock 0.0%
Value $34,707 Shares 69 Est. Cost $496.05 Unrealized +0.3%
EXPO Exponent, Inc. - Common Stock 0.0%
Value $33,880 Shares 484 Est. Cost $70.97 Unrealized -1.3%
ECL Ecolab Inc. Common Stock 0.0%
Value $32,086 Shares 122 Est. Cost $270.32 Unrealized -1.7%
FCN FTI Consulting, Inc. Common Stock 0.0%
Value $30,438 Shares 178 Est. Cost $166.08 Unrealized -0.7%
DXUV Dimensional US Vector Equity ETF 0.0%
Value $29,820 Shares 497 Est. Cost $60.00 Unrealized
AN AutoNation, Inc. Common Stock 0.0%
Value $29,808 Shares 144 Est. Cost $210.78 Unrealized -1.3%
OKE ONEOK, Inc. Common Stock 0.0%
Value $29,378 Shares 397 Est. Cost $74.87 Unrealized -5.9%
JPM JP Morgan Chase & Co. Common Stock 0.0%
Value $29,070 Shares 90 Est. Cost $250.27 Unrealized +23.7%
FDS FactSet Research Systems Inc. Common Stock 0.0%
Value $28,809 Shares 99 Est. Cost $378.71 Unrealized -26.1%
F Ford Motor Company Common Stock 0.0%
Value $27,202 Shares 1,943 Est. Cost $11.73 Unrealized +9.4%
LLY Eli Lilly and Company Common Stock 0.0%
Value $26,875 Shares 25 Est. Cost $742.24 Unrealized +28.7%
T AT&T Inc. 0.0%
Value $26,150 Shares 1,046 Est. Cost $25.48 Unrealized -0.8%
DFUS Dimensional U.S. Equity Market ETF 0.0%
Value $25,800 Shares 344 Est. Cost $75.00 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value $25,410 Shares 210 Est. Cost $119.00 Unrealized
BALL Ball Corporation Common Stock 0.0%
Value $24,857 Shares 469 Est. Cost $53.70 Unrealized -8.6%
VTWO Vanguard Russell 2000 ETF 0.0%
Value $24,700 Shares 247 Est. Cost $100.00 Unrealized
NEU NewMarket Corp Common Stock 0.0%
Value $24,080 Shares 35 Est. Cost $765.22 Unrealized -0.6%
DFIC Dimensional International Core Equity 2 ETF 0.0%
Value $22,085 Shares 631 Est. Cost $35.00 Unrealized
PPG PPG Industries, Inc. Common Stock 0.0%
Value $21,836 Shares 212 Est. Cost $109.99 Unrealized -9.0%
DDEC FT Vest U.S. Equity Deep Buffer ETF - December 0.0%
Value $19,412 Shares 422 Est. Cost $44.00 Unrealized
AMT American Tower Corporation (REIT) Common Stock 0.0%
Value $19,184 Shares 109 Est. Cost $202.96 Unrealized -11.2%
NKE Nike, Inc. Common Stock 0.0%
Value $18,944 Shares 296 Est. Cost $73.79 Unrealized -12.0%
GS Goldman Sachs Group, Inc. (The) Common Stock 0.0%
Value $18,459 Shares 21 Est. Cost $772.23 Unrealized +5.3%
INTC Intel Corporation - Common Stock 0.0%
Value $18,130 Shares 490 Est. Cost $33.67 Unrealized +12.2%
KO Coca-Cola Company (The) Common Stock 0.0%
Value $17,570 Shares 251 Est. Cost $68.93 Unrealized +0.7%
VO Vanguard Mid-Cap ETF 0.0%
Value $17,460 Shares 60 Est. Cost $291.00 Unrealized
LMT Lockheed Martin Corporation Common Stock 0.0%
Value $17,424 Shares 36 Est. Cost $448.15 Unrealized +6.3%
HRL Hormel Foods Corporation Common Stock 0.0%
Value $16,992 Shares 708 Est. Cost $27.32 Unrealized -14.7%
VLO Valero Energy Corporation Common Stock 0.0%
Value $16,626 Shares 102 Est. Cost $147.81 Unrealized +14.2%
ZIM ZIM Integrated Shipping Services Ltd. Ordinary Shares 0.0%
Value $15,972 Shares 726 Est. Cost $16.77 Unrealized 0.0%
OTEX Open Text Corporation - Common Shares 0.0%
Value $15,840 Shares 480 Est. Cost $31.62 Unrealized +12.0%
IBIT iShares Bitcoin Trust 0.0%
Value $15,700 Shares 314 Est. Cost $65.00 Unrealized
FSEP FT Vest U.S. Equity Buffer ETF - September 0.0%
Value $14,404 Shares 277 Est. Cost $52.00 Unrealized
OKLO Oklo Inc. Class A common stock 0.0%
Value $14,400 Shares 200 Est. Cost $111.52 Unrealized 0.0%
FNOV FT Vest U.S. Equity Buffer ETF - November 0.0%
Value $14,355 Shares 261 Est. Cost $55.00 Unrealized
TJX TJX Companies, Inc. (The) Common Stock 0.0%
Value $14,322 Shares 93 Est. Cost $132.28 Unrealized +11.7%
FAUG FT Vest U.S. Equity Buffer ETF - August 0.0%
Value $14,310 Shares 270 Est. Cost $52.00 Unrealized
FOCT FT Vest U.S. Equity Buffer ETF - October 0.0%
Value $14,308 Shares 292 Est. Cost $49.00 Unrealized
MA Mastercard Incorporated Common Stock 0.0%
Value $13,704 Shares 24 Est. Cost $542.13 Unrealized +3.1%
PLTR Palantir Technologies Inc. - Class A Common Stock 0.0%
Value $13,350 Shares 75 Est. Cost $162.07 Unrealized +11.7%
HD Home Depot, Inc. (The) Common Stock 0.0%
Value $13,110 Shares 38 Est. Cost $359.61 Unrealized +1.4%
MDT Medtronic plc. Ordinary Shares 0.0%
Value $12,125 Shares 125 Est. Cost $88.89 Unrealized +9.3%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 0.0%
Value $12,056 Shares 274 Est. Cost $44.00 Unrealized
V Visa Inc. 0.0%
Value $11,934 Shares 34 Est. Cost $330.84 Unrealized +2.9%
VTV Vanguard Value ETF 0.0%
Value $11,842 Shares 62 Est. Cost $187.00 Unrealized
MCK McKesson Corporation Common Stock 0.0%
Value $11,494 Shares 14 Est. Cost $703.03 Unrealized +16.0%
RTX RTX Corporation Common Stock 0.0%
Value $11,224 Shares 61 Est. Cost $141.28 Unrealized +22.7%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value $11,016 Shares 204 Est. Cost $55.00 Unrealized
BAC Bank of America Corporation Common Stock 0.0%
Value $10,945 Shares 199 Est. Cost $48.34 Unrealized +8.9%
WFC Wells Fargo & Company Common Stock 0.0%
Value $10,904 Shares 116 Est. Cost $80.47 Unrealized +7.7%
CAT Caterpillar, Inc. Common Stock 0.0%
Value $10,887 Shares 19 Est. Cost $421.98 Unrealized +31.6%
AXP American Express Company Common Stock 0.0%
Value $10,730 Shares 29 Est. Cost $338.85 Unrealized +5.3%
AMD Advanced Micro Devices, Inc. - Common Stock 0.0%
Value $10,535 Shares 49 Est. Cost $161.38 Unrealized +39.2%
JJSF J & J Snack Foods Corp. - Common Stock 0.0%
Value $10,465 Shares 115 Est. Cost $109.17 Unrealized -17.5%
AMP Ameriprise Financial, Inc. Common Stock 0.0%
Value $10,311 Shares 21 Est. Cost $473.82 Unrealized 0.0%
UXRP ProShares Ultra XRP ETF 0.0%
Value $10,020 Shares 1,002 Est. Cost $21.32 Unrealized
GE GE Aerospace Common Stock 0.0%
Value $9,888 Shares 32 Est. Cost $274.45 Unrealized +9.6%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.0%
Value $9,630 Shares 90 Est. Cost $105.00 Unrealized
UNH UnitedHealth Group Incorporated Common Stock (DE) 0.0%
Value $9,599 Shares 29 Est. Cost $319.27 Unrealized +5.6%
SNOW Snowflake Inc. Common Stock 0.0%
Value $9,240 Shares 42 Est. Cost $235.70 Unrealized +3.6%
IBM International Business Machines Corporation Common Stock 0.0%
Value $9,207 Shares 31 Est. Cost $253.52 Unrealized +17.9%
ETHT ProShares Ultra Ether ETF 0.0%
Value $8,854 Shares 233 Est. Cost $91.00 Unrealized
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0%
Value $8,840 Shares 260 Est. Cost $34.00 Unrealized
LAD Lithia Motors, Inc. Common Stock 0.0%
Value $8,658 Shares 26 Est. Cost $322.59 Unrealized -1.6%
NFLX Netflix, Inc. - Common Stock 0.0%
Value $8,460 Shares 90 Est. Cost $110.03 Unrealized -2.0%
PM Philip Morris International Inc Common Stock 0.0%
Value $7,728 Shares 48 Est. Cost $135.35 Unrealized +13.5%
MS Morgan Stanley Common Stock 0.0%
Value $7,654 Shares 43 Est. Cost $121.02 Unrealized +37.6%
AMGN Amgen Inc. - Common Stock 0.0%
Value $7,544 Shares 23 Est. Cost $286.59 Unrealized +10.2%
INCY Incyte Corporation - Common Stock 0.0%
Value $7,524 Shares 76 Est. Cost $79.04 Unrealized +22.4%
HLT Hilton Worldwide Holdings Inc. Common Stock 0.0%
Value $7,488 Shares 26 Est. Cost $271.47 Unrealized +0.3%
OGS ONE Gas, Inc. Common Stock 0.0%
Value $7,410 Shares 95 Est. Cost $74.90 Unrealized +7.3%
CVX Chevron Corporation Common Stock 0.0%
Value $7,344 Shares 48 Est. Cost $138.66 Unrealized +9.2%
VRT Vertiv Holdings, LLC Class A Common Stock 0.0%
Value $7,335 Shares 45 Est. Cost $142.26 Unrealized +22.0%
LRCX Lam Research Corporation - Common Stock 0.0%
Value $7,224 Shares 42 Est. Cost $105.52 Unrealized +47.2%
C Citigroup, Inc. Common Stock 0.0%
Value $7,137 Shares 61 Est. Cost $94.11 Unrealized +10.1%
MCD McDonald's Corporation Common Stock 0.0%
Value $7,038 Shares 23 Est. Cost $301.40 Unrealized +1.2%
PH Parker-Hannifin Corporation Common Stock 0.0%
Value $7,032 Shares 8 Est. Cost $735.10 Unrealized +11.2%
TMO Thermo Fisher Scientific Inc Common Stock 0.0%
Value $6,960 Shares 12 Est. Cost $556.79 Unrealized +1.5%
L Loews Corporation Common Stock 0.0%
Value $6,678 Shares 63 Est. Cost $102.24 Unrealized +1.0%
CRM Salesforce, Inc. Common Stock 0.0%
Value $6,625 Shares 25 Est. Cost $248.17 Unrealized 0.0%
SCHM Schwab U.S. Mid Cap ETF 0.0%
Value $6,448 Shares 208 Est. Cost $30.31 Unrealized
ICF iShares Select U.S. REIT ETF 0.0%
Value $6,240 Shares 104 Est. Cost $62.00 Unrealized
ISRG Intuitive Surgical, Inc. - Common Stock 0.0%
Value $6,237 Shares 11 Est. Cost $527.60 Unrealized +0.9%
SLON ProShares Ultra Solana ETF 0.0%
Value $6,225 Shares 415 Est. Cost $52.00 Unrealized
HALO Halozyme Therapeutics, Inc. - Common Stock 0.0%
Value $6,120 Shares 90 Est. Cost $67.27 Unrealized 0.0%
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock 0.0%
Value $6,097 Shares 13 Est. Cost $454.77 Unrealized +12.0%
GD General Dynamics Corporation Common Stock 0.0%
Value $6,066 Shares 18 Est. Cost $306.70 Unrealized +11.1%
INTU Intuit Inc. - Common Stock 0.0%
Value $5,967 Shares 9 Est. Cost $719.44 Unrealized -8.2%
GEV GE Vernova Inc. Common Stock 0.0%
Value $5,886 Shares 9 Est. Cost $605.91 Unrealized +0.5%
ADI Analog Devices, Inc. - Common Stock 0.0%
Value $5,712 Shares 21 Est. Cost $241.17 Unrealized +3.9%
NEM Newmont Corporation 0.0%
Value $5,700 Shares 57 Est. Cost $50.55 Unrealized +78.4%
UNP Union Pacific Corporation Common Stock 0.0%
Value $5,568 Shares 24 Est. Cost $225.58 Unrealized +0.8%
BKNG Booking Holdings Inc. - Common Stock 0.0%
Value $5,356 Shares 1 Est. Cost $5563.60 Unrealized -7.7%
SCCO Southern Copper Corporation Common Stock 0.0%
Value $5,328 Shares 37 Est. Cost $112.88 Unrealized +17.6%
TOL Toll Brothers, Inc. Common Stock 0.0%
Value $5,304 Shares 39 Est. Cost $130.53 Unrealized +4.0%
JMIA Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares 0.0%
Value $5,200 Shares 400 Est. Cost $13.00 Unrealized
SCHW Charles Schwab Corporation (The) Common Stock 0.0%
Value $5,200 Shares 52 Est. Cost $94.54 Unrealized +0.2%
SRE DBA Sempra Common Stock 0.0%
Value $5,162 Shares 58 Est. Cost $83.52 Unrealized +8.4%
BK The Bank of New York Mellon Corporation Common Stock 0.0%
Value $5,031 Shares 43 Est. Cost $101.35 Unrealized +9.0%
NEE NextEra Energy, Inc. Common Stock 0.0%
Value $4,941 Shares 61 Est. Cost $72.38 Unrealized +14.0%
HAL Halliburton Company Common Stock 0.0%
Value $4,901 Shares 169 Est. Cost $21.87 Unrealized +20.2%
PFE Pfizer, Inc. Common Stock 0.0%
Value $4,900 Shares 196 Est. Cost $24.14 Unrealized +3.7%
ANET Arista Networks, Inc. Common Stock 0.0%
Value $4,884 Shares 37 Est. Cost $128.77 Unrealized +6.9%
AMAT Applied Materials, Inc. - Common Stock 0.0%
Value $4,883 Shares 19 Est. Cost $183.87 Unrealized +30.2%
KLAC KLA Corporation - Common Stock 0.0%
Value $4,864 Shares 4 Est. Cost $930.36 Unrealized +26.0%
WELL Welltower Inc. Common Stock 0.0%
Value $4,836 Shares 26 Est. Cost $163.41 Unrealized +14.1%
QCOM QUALCOMM Incorporated - Common Stock 0.0%
Value $4,816 Shares 28 Est. Cost $151.72 Unrealized +12.6%
DHR Danaher Corporation Common Stock 0.0%
Value $4,809 Shares 21 Est. Cost $205.43 Unrealized +6.9%
UBER Uber Technologies, Inc. Common Stock 0.0%
Value $4,756 Shares 58 Est. Cost $82.28 Unrealized +9.4%
DKS Dick's Sporting Goods Inc Common Stock 0.0%
Value $4,752 Shares 24 Est. Cost $215.56 Unrealized +0.7%
SPDW State Street SPDR Portfolio Developed World ex-US ETF 0.0%
Value $4,680 Shares 104 Est. Cost $43.04 Unrealized
HON Honeywell International Inc. - Common Stock 0.0%
Value $4,508 Shares 23 Est. Cost $195.23 Unrealized -0.1%
BND Vanguard Total Bond Market ETF 0.0%
Value $4,500 Shares 60 Est. Cost $75.00 Unrealized
DFCF Dimensional Core Fixed Income ETF 0.0%
Value $4,472 Shares 104 Est. Cost $43.00 Unrealized
WMB Williams Companies, Inc. (The) Common Stock 0.0%
Value $4,453 Shares 73 Est. Cost $57.86 Unrealized +3.8%
AVT Avnet, Inc. - Common Stock 0.0%
Value $4,410 Shares 90 Est. Cost $53.11 Unrealized -7.9%
AEP American Electric Power Company, Inc. - Common Stock 0.0%
Value $4,408 Shares 38 Est. Cost $113.44 Unrealized +3.8%
GAP Gap, Inc. (The) Common Stock 0.0%
Value $4,394 Shares 169 Est. Cost $21.31 Unrealized +12.9%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value $4,329 Shares 9 Est. Cost $464.00 Unrealized
HWM Howmet Aerospace Inc. Common Stock 0.0%
Value $4,326 Shares 21 Est. Cost $168.55 Unrealized +18.1%
BLK BlackRock, Inc. Common Stock 0.0%
Value $4,284 Shares 4 Est. Cost $1108.77 Unrealized -1.7%
KKR KKR & Co. Inc. Common Stock 0.0%
Value $4,224 Shares 33 Est. Cost $124.81 Unrealized -0.4%
ADBE Adobe Inc. - Common Stock 0.0%
Value $4,200 Shares 12 Est. Cost $343.20 Unrealized -0.9%
BA Boeing Company (The) Common Stock 0.0%
Value $4,142 Shares 19 Est. Cost $225.47 Unrealized -8.8%
EA Electronic Arts Inc. - Common Stock 0.0%
Value $4,100 Shares 20 Est. Cost $192.60 Unrealized +4.7%
SPEM State Street SPDR Portfolio Emerging Markets ETF 0.0%
Value $4,089 Shares 87 Est. Cost $47.00 Unrealized
LNTH Lantheus Holdings, Inc. - Common Stock 0.0%
Value $3,953 Shares 59 Est. Cost $62.49 Unrealized -6.9%
NNE Nano Nuclear Energy Inc. - common stock 0.0%
Value $3,950 Shares 158 Est. Cost $38.28 Unrealized 0.0%
COF Capital One Financial Corporation Common Stock 0.0%
Value $3,888 Shares 16 Est. Cost $184.63 Unrealized +20.3%
REGN Regeneron Pharmaceuticals, Inc. - Common Stock 0.0%
Value $3,860 Shares 5 Est. Cost $655.80 Unrealized +3.5%
IQV IQVIA Holdings, Inc. Common Stock 0.0%
Value $3,842 Shares 17 Est. Cost $204.96 Unrealized +6.2%
NSC Norfolk Southern Corporation Common Stock 0.0%
Value $3,757 Shares 13 Est. Cost $254.49 Unrealized +13.4%
KMI Kinder Morgan, Inc. Common Stock 0.0%
Value $3,752 Shares 134 Est. Cost $26.89 Unrealized +0.1%
EMR Emerson Electric Company Common Stock 0.0%
Value $3,724 Shares 28 Est. Cost $120.51 Unrealized +9.8%
PLD Prologis, Inc. Common Stock 0.0%
Value $3,712 Shares 29 Est. Cost $115.80 Unrealized +7.0%
PGR Progressive Corporation (The) Common Stock 0.0%
Value $3,648 Shares 16 Est. Cost $231.70 Unrealized -8.4%
VRTX Vertex Pharmaceuticals Incorporated - Common Stock 0.0%
Value $3,632 Shares 8 Est. Cost $431.03 Unrealized 0.0%
FCX Freeport-McMoRan, Inc. Common Stock 0.0%
Value $3,621 Shares 71 Est. Cost $43.20 Unrealized +0.3%
BMY Bristol-Myers Squibb Company Common Stock 0.0%
Value $3,618 Shares 67 Est. Cost $47.53 Unrealized 0.0%
NET Cloudflare, Inc. Class A Common Stock 0.0%
Value $3,564 Shares 18 Est. Cost $204.15 Unrealized +3.6%
APO Apollo Global Management, Inc. (New) Common Stock 0.0%
Value $3,480 Shares 24 Est. Cost $132.91 Unrealized -0.3%
MDLZ Mondelez International, Inc. - Class A Common Stock 0.0%
Value $3,456 Shares 64 Est. Cost $63.32 Unrealized -9.9%
AXON Axon Enterprise, Inc. - Common Stock 0.0%
Value $3,408 Shares 6 Est. Cost $643.57 Unrealized -3.6%
AZO AutoZone, Inc. Common Stock 0.0%
Value $3,392 Shares 1 Est. Cost $4011.66 Unrealized -5.8%
REI Ring Energy, Inc. Common Stock 0.0%
Value $3,365 Shares 3,365 Est. Cost $0.91 Unrealized +5.3%
FERG Ferguson Enterprises Inc. Common Stock 0.0%
Value $3,345 Shares 15 Est. Cost $224.73 Unrealized +5.9%
WST West Pharmaceutical Services, Inc. Common Stock 0.0%
Value $3,312 Shares 12 Est. Cost $242.79 Unrealized +12.6%
TXN Texas Instruments Incorporated - Common Stock 0.0%
Value $3,306 Shares 19 Est. Cost $193.30 Unrealized -11.7%
NTRS Northern Trust Corporation - Common Stock 0.0%
Value $3,288 Shares 24 Est. Cost $128.62 Unrealized +1.7%
HCA HCA Healthcare, Inc. Common Stock 0.0%
Value $3,269 Shares 7 Est. Cost $386.45 Unrealized +20.0%
DE Deere & Company Common Stock 0.0%
Value $3,262 Shares 7 Est. Cost $483.00 Unrealized -3.2%
CVS CVS Health Corporation Common Stock 0.0%
Value $3,200 Shares 40 Est. Cost $67.82 Unrealized +16.0%
PCAR PACCAR Inc. - Common Stock 0.0%
Value $3,190 Shares 29 Est. Cost $101.07 Unrealized +0.1%
FDX FedEx Corporation Common Stock 0.0%
Value $3,179 Shares 11 Est. Cost $228.30 Unrealized +14.6%
EXC Exelon Corporation - Common Stock 0.0%
Value $3,168 Shares 72 Est. Cost $44.56 Unrealized +2.0%
BSX Boston Scientific Corporation Common Stock 0.0%
Value $3,168 Shares 33 Est. Cost $103.56 Unrealized -5.3%
ELV Elevance Health, Inc. Common Stock 0.0%
Value $3,159 Shares 9 Est. Cost $330.35 Unrealized +1.9%
STT State Street Corporation Common Stock 0.0%
Value $3,120 Shares 24 Est. Cost $114.52 Unrealized +3.9%
SYF Synchrony Financial Common Stock 0.0%
Value $3,108 Shares 37 Est. Cost $76.31 Unrealized 0.0%
EQR Equity Residential Common Shares of Beneficial Interest 0.0%
Value $3,008 Shares 47 Est. Cost $60.67 Unrealized 0.0%
DUK Duke Energy Corporation (Holding Company) Common Stock 0.0%
Value $2,950 Shares 25 Est. Cost $113.93 Unrealized +6.7%
SO Southern Company (The) Common Stock 0.0%
Value $2,904 Shares 33 Est. Cost $92.22 Unrealized -1.4%
MMM 3M Company Common Stock 0.0%
Value $2,898 Shares 18 Est. Cost $139.90 Unrealized +16.6%
NOC Northrop Grumman Corporation Common Stock 0.0%
Value $2,855 Shares 5 Est. Cost $563.27 Unrealized +2.8%
CTSH Cognizant Technology Solutions Corporation - Class A Common Stock 0.0%
Value $2,822 Shares 34 Est. Cost $71.83 Unrealized +3.9%
MAR Marriott International - Class A Common Stock 0.0%
Value $2,799 Shares 9 Est. Cost $265.44 Unrealized +7.5%
ORLY O'Reilly Automotive, Inc. - Common Stock 0.0%
Value $2,760 Shares 30 Est. Cost $100.52 Unrealized -2.8%
BDX Becton, Dickinson and Company Common Stock 0.0%
Value $2,730 Shares 14 Est. Cost $186.81 Unrealized +1.5%
RF Regions Financial Corporation Common Stock 0.0%
Value $2,716 Shares 97 Est. Cost $25.54 Unrealized -0.6%
GMED Globus Medical, Inc. Class A Common Stock 0.0%
Value $2,640 Shares 30 Est. Cost $75.90 Unrealized 0.0%
NTAP NetApp, Inc. - Common Stock 0.0%
Value $2,592 Shares 24 Est. Cost $111.61 Unrealized +1.8%
TTWO Take-Two Interactive Software, Inc. - Common Stock 0.0%
Value $2,570 Shares 10 Est. Cost $236.70 Unrealized +5.3%
DASH DoorDash, Inc. - Common Stock 0.0%
Value $2,497 Shares 11 Est. Cost $250.83 Unrealized -6.5%
CSX CSX Corporation - Common Stock 0.0%
Value $2,479 Shares 67 Est. Cost $33.93 Unrealized +5.2%
CEG Constellation Energy Corporation - Common Stock When-Issued 0.0%
Value $2,478 Shares 7 Est. Cost $322.17 Unrealized +12.7%
GLW Corning Incorporated Common Stock 0.0%
Value $2,464 Shares 28 Est. Cost $46.32 Unrealized +85.6%
MPC Marathon Petroleum Corporation Common Stock 0.0%
Value $2,445 Shares 15 Est. Cost $174.47 Unrealized +6.8%
ETR Entergy Corporation Common Stock 0.0%
Value $2,418 Shares 26 Est. Cost $87.11 Unrealized +8.5%
CPAY Corpay, Inc. Common Stock 0.0%
Value $2,408 Shares 8 Est. Cost $311.66 Unrealized -6.8%
TRV The Travelers Companies, Inc. Common Stock 0.0%
Value $2,328 Shares 8 Est. Cost $256.23 Unrealized +9.5%
PBT Permian Basin Royalty Trust Common Stock 0.0%
Value $2,295 Shares 135 Est. Cost $18.91 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value $2,291 Shares 29 Est. Cost $79.00 Unrealized
WAT Waters Corporation Common Stock 0.0%
Value $2,280 Shares 6 Est. Cost $301.75 Unrealized +21.9%
RBLX Roblox Corporation Class A Common Stock 0.0%
Value $2,214 Shares 27 Est. Cost $124.28 Unrealized -14.6%
CASY Caseys General Stores, Inc. - Common Stock 0.0%
Value $2,212 Shares 4 Est. Cost $521.89 Unrealized +5.3%
CDNS Cadence Design Systems, Inc. - Common Stock 0.0%
Value $2,191 Shares 7 Est. Cost $344.03 Unrealized -5.1%
CNP CenterPoint Energy, Inc (Holding Co) Common Stock 0.0%
Value $2,184 Shares 56 Est. Cost $37.44 Unrealized +3.8%
AIG American International Group, Inc. New Common Stock 0.0%
Value $2,150 Shares 25 Est. Cost $79.11 Unrealized +0.7%
MKL Markel Group Inc. Common Stock 0.0%
Value $2,150 Shares 1 Est. Cost $1960.42 Unrealized +3.3%
BIIB Biogen Inc. - Common Stock 0.0%
Value $2,112 Shares 12 Est. Cost $156.32 Unrealized +4.5%
IDXX IDEXX Laboratories, Inc. - Common Stock 0.0%
Value $2,031 Shares 3 Est. Cost $606.98 Unrealized +12.2%
SOFI SoFi Technologies, Inc. - Common Stock 0.0%
Value $2,025 Shares 75 Est. Cost $27.87 Unrealized 0.0%
EQT EQT Corporation Common Stock 0.0%
Value $1,998 Shares 37 Est. Cost $55.46 Unrealized +1.2%
WM Waste Management, Inc. Common Stock 0.0%
Value $1,980 Shares 9 Est. Cost $223.68 Unrealized -5.0%
NDAQ Nasdaq, Inc. - Common Stock 0.0%
Value $1,960 Shares 20 Est. Cost $90.82 Unrealized -1.2%
ICE Intercontinental Exchange Inc. Common Stock 0.0%
Value $1,944 Shares 12 Est. Cost $168.34 Unrealized -7.2%
KDP Keurig Dr Pepper Inc. - Common Stock 0.0%
Value $1,943 Shares 67 Est. Cost $30.82 Unrealized -11.6%
PKG Packaging Corporation of America Common Stock 0.0%
Value $1,863 Shares 9 Est. Cost $204.01 Unrealized -0.8%
EW Edwards Lifesciences Corporation Common Stock 0.0%
Value $1,806 Shares 21 Est. Cost $78.51 Unrealized +4.5%
AGG iShares Core U.S. Aggregate Bond ETF 0.0%
Value $1,800 Shares 18 Est. Cost $100.00 Unrealized
MGM MGM Resorts International Common Stock 0.0%
Value $1,776 Shares 48 Est. Cost $34.33 Unrealized -1.2%
TGT Target Corporation Common Stock 0.0%
Value $1,764 Shares 18 Est. Cost $91.91 Unrealized -0.3%
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) 0.0%
Value $1,750 Shares 35 Est. Cost $50.00 Unrealized
PWR Quanta Services, Inc. Common Stock 0.0%
Value $1,692 Shares 4 Est. Cost $388.50 Unrealized +13.1%
FICO Fair Isaac Corporation Common Stock 0.0%
Value $1,691 Shares 1 Est. Cost $1503.82 Unrealized +14.5%
COR Cencora, Inc. Common Stock 0.0%
Value $1,690 Shares 5 Est. Cost $293.50 Unrealized +16.1%
CAH Cardinal Health, Inc. Common Stock 0.0%
Value $1,648 Shares 8 Est. Cost $153.58 Unrealized +22.2%
URI United Rentals, Inc. Common Stock 0.0%
Value $1,620 Shares 2 Est. Cost $888.48 Unrealized -2.4%
TOST Toast, Inc. Class A Common Stock 0.0%
Value $1,620 Shares 45 Est. Cost $36.21 Unrealized -0.5%
ALNY Alnylam Pharmaceuticals, Inc. - Common Stock 0.0%
Value $1,592 Shares 4 Est. Cost $407.20 Unrealized +8.7%
EBAY eBay Inc. - Common Stock 0.0%
Value $1,584 Shares 18 Est. Cost $69.82 Unrealized +23.7%
SPGI S&P Global Inc. Common Stock 0.0%
Value $1,569 Shares 3 Est. Cost $507.42 Unrealized -2.6%
ROK Rockwell Automation, Inc. Common Stock 0.0%
Value $1,560 Shares 4 Est. Cost $343.44 Unrealized +9.3%
WDC Western Digital Corporation - Common Stock 0.0%
Value $1,557 Shares 9 Est. Cost $81.60 Unrealized +85.7%
AFL AFLAC Incorporated Common Stock 0.0%
Value $1,554 Shares 14 Est. Cost $104.19 Unrealized +5.4%
SYY Sysco Corporation Common Stock 0.0%
Value $1,554 Shares 21 Est. Cost $72.31 Unrealized +4.4%
D Dominion Energy, Inc. Common Stock 0.0%
Value $1,534 Shares 26 Est. Cost $58.11 Unrealized +2.8%
CTRA Coterra Energy Inc. Common Stock 0.0%
Value $1,512 Shares 56 Est. Cost $23.81 Unrealized +5.4%
EXPD Expeditors International of Washington, Inc. Common Stock 0.0%
Value $1,500 Shares 10 Est. Cost $128.70 Unrealized +5.4%
ADSK Autodesk, Inc. - Common Stock 0.0%
Value $1,485 Shares 5 Est. Cost $304.73 Unrealized -0.7%
TRGP Targa Resources, Inc. Common Stock 0.0%
Value $1,480 Shares 8 Est. Cost $167.71 Unrealized +0.2%
LII Lennox International, Inc. Common Stock 0.0%
Value $1,458 Shares 3 Est. Cost $526.76 Unrealized -5.2%
TFC Truist Financial Corporation Common Stock 0.0%
Value $1,450 Shares 29 Est. Cost $38.04 Unrealized +20.4%
WBD Warner Bros. Discovery, Inc. - Series A Common Stock 0.0%
Value $1,421 Shares 49 Est. Cost $12.21 Unrealized +91.4%
MTD Mettler-Toledo International, Inc. Common Stock 0.0%
Value $1,395 Shares 1 Est. Cost $1253.17 Unrealized +11.4%
LUV Southwest Airlines Company Common Stock 0.0%
Value $1,386 Shares 33 Est. Cost $34.72 Unrealized +0.2%
TDG Transdigm Group Incorporated Common Stock 0.0%
Value $1,330 Shares 1 Est. Cost $1364.80 Unrealized -4.0%
GGG Graco Inc. Common Stock 0.0%
Value $1,312 Shares 16 Est. Cost $81.95 Unrealized 0.0%
FISV Fiserv, Inc. - Common Stock 0.0%
Value $1,292 Shares 19 Est. Cost $86.99 Unrealized -3.6%
IR Ingersoll Rand Inc. Common Stock 0.0%
Value $1,280 Shares 16 Est. Cost $79.50 Unrealized -0.7%
CSL Carlisle Companies Incorporated Common Stock 0.0%
Value $1,280 Shares 4 Est. Cost $322.65 Unrealized 0.0%
FAST Fastenal Company - Common Stock 0.0%
Value $1,271 Shares 31 Est. Cost $46.94 Unrealized -10.5%
XEL Xcel Energy Inc. - Common Stock 0.0%
Value $1,258 Shares 17 Est. Cost $71.34 Unrealized +9.7%
MLM Martin Marietta Materials, Inc. Common Stock 0.0%
Value $1,246 Shares 2 Est. Cost $594.66 Unrealized +4.5%
HIG The Hartford Insurance Group, Inc. Common Stock 0.0%
Value $1,242 Shares 9 Est. Cost $127.36 Unrealized +3.3%
NNN NNN REIT, Inc. Common Stock 0.0%
Value $1,240 Shares 31 Est. Cost $40.00 Unrealized
NOW ServiceNow, Inc. Common Stock 0.0%
Value $1,232 Shares 8 Est. Cost $186.78 Unrealized -8.2%
GM General Motors Company Common Stock 0.0%
Value $1,230 Shares 15 Est. Cost $55.55 Unrealized +26.7%
DKNG DraftKings Inc. - Class A Common Stock 0.0%
Value $1,225 Shares 35 Est. Cost $32.97 Unrealized -0.3%
YUM Yum! Brands, Inc. 0.0%
Value $1,216 Shares 8 Est. Cost $146.07 Unrealized +1.1%
ULTA Ulta Beauty, Inc. - Common Stock 0.0%
Value $1,212 Shares 2 Est. Cost $512.40 Unrealized +7.3%
HUBS HubSpot, Inc. Common Stock 0.0%
Value $1,206 Shares 3 Est. Cost $503.08 Unrealized -17.7%
PTON Peloton Interactive, Inc. - Common Stock 0.0%
Value $1,204 Shares 172 Est. Cost $7.04 Unrealized 0.0%
DFII FT Vest Bitcoin Strategy & Target Income ETF 0.0%
Value $1,152 Shares 64 Est. Cost $18.00 Unrealized
NUE Nucor Corporation Common Stock 0.0%
Value $1,148 Shares 7 Est. Cost $140.51 Unrealized +6.6%
VMC Vulcan Materials Company (Holding Company) Common Stock 0.0%
Value $1,144 Shares 4 Est. Cost $283.25 Unrealized +3.5%
TEAM Atlassian Corporation - Class A Common Stock 0.0%
Value $1,141 Shares 7 Est. Cost $160.35 Unrealized -2.1%
KR Kroger Company (The) Common Stock 0.0%
Value $1,134 Shares 18 Est. Cost $69.08 Unrealized -5.6%
AAL American Airlines Group, Inc. - Common Stock 0.0%
Value $1,120 Shares 70 Est. Cost $13.49 Unrealized 0.0%
ALGN Align Technology, Inc. - Common Stock 0.0%
Value $1,099 Shares 7 Est. Cost $156.63 Unrealized -8.5%
NTNX Nutanix, Inc. - Class A Common Stock 0.0%
Value $1,092 Shares 21 Est. Cost $61.69 Unrealized -0.9%
WAB Westinghouse Air Brake Technologies Corporation Common Stock 0.0%
Value $1,070 Shares 5 Est. Cost $197.00 Unrealized +4.2%
MSTR Strategy Inc - Class A Common Stock 0.0%
Value $1,064 Shares 7 Est. Cost $250.33 Unrealized -8.0%
RSG Republic Services, Inc. Common Stock 0.0%
Value $1,060 Shares 5 Est. Cost $233.28 Unrealized -8.0%
ALL Allstate Corporation (The) Common Stock 0.0%
Value $1,045 Shares 5 Est. Cost $196.26 Unrealized +4.0%
ADP Automatic Data Processing, Inc. - Common Stock 0.0%
Value $1,032 Shares 4 Est. Cost $297.80 Unrealized -11.1%
MCHP Microchip Technology Incorporated - Common Stock 0.0%
Value $1,024 Shares 16 Est. Cost $66.89 Unrealized -8.3%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value $1,014 Shares 13 Est. Cost $78.00 Unrealized
GWW W.W. Grainger, Inc. Common Stock 0.0%
Value $1,010 Shares 1 Est. Cost $1000.75 Unrealized -3.2%
GDDY GoDaddy Inc. Class A Common Stock 0.0%
Value $1,000 Shares 8 Est. Cost $129.40 Unrealized 0.0%
TER Teradyne, Inc. - Common Stock 0.0%
Value $970 Shares 5 Est. Cost $109.09 Unrealized +57.2%
O Realty Income Corporation Common Stock 0.0%
Value $969 Shares 17 Est. Cost $56.92 Unrealized +0.8%
STZ Constellation Brands, Inc. Common Stock 0.0%
Value $966 Shares 7 Est. Cost $136.84 Unrealized 0.0%
CBRE CBRE Group Inc Common Stock Class A 0.0%
Value $966 Shares 6 Est. Cost $154.70 Unrealized +1.6%
CTVA Corteva, Inc. Common Stock 0.0%
Value $952 Shares 14 Est. Cost $72.16 Unrealized -10.6%
KVUE Kenvue Inc. Common Stock 0.0%
Value $936 Shares 52 Est. Cost $19.26 Unrealized -15.6%
MRVL Marvell Technology, Inc. - Common Stock 0.0%
Value $935 Shares 11 Est. Cost $86.19 Unrealized +1.5%
ADM Archer-Daniels-Midland Company Common Stock 0.0%
Value $928 Shares 16 Est. Cost $57.76 Unrealized +3.0%
GEN Gen Digital Inc. - Common Stock 0.0%
Value $924 Shares 33 Est. Cost $28.06 Unrealized -4.3%
JKHY Jack Henry & Associates, Inc. - Common Stock 0.0%
Value $915 Shares 5 Est. Cost $166.24 Unrealized 0.0%
ED Consolidated Edison, Inc. Common Stock 0.0%
Value $900 Shares 9 Est. Cost $99.12 Unrealized -0.3%
NIO NIO Inc. American depositary shares, each representing one Class A ordinary share 0.0%
Value $900 Shares 150 Est. Cost $6.00 Unrealized
BKR Baker Hughes Company - Common Stock 0.0%
Value $874 Shares 19 Est. Cost $43.83 Unrealized +8.0%
DLTR Dollar Tree, Inc. - Common Stock 0.0%
Value $868 Shares 7 Est. Cost $107.01 Unrealized +0.1%
VTRS Viatris Inc. - Common Stock 0.0%
Value $858 Shares 66 Est. Cost $10.72 Unrealized 0.0%
WEC WEC Energy Group, Inc. Common Stock 0.0%
Value $848 Shares 8 Est. Cost $107.11 Unrealized +3.0%
FTV Fortive Corporation Common Stock 0.0%
Value $840 Shares 15 Est. Cost $51.86 Unrealized 0.0%
DPZ Domino's Pizza Inc - Common Stock 0.0%
Value $834 Shares 2 Est. Cost $415.46 Unrealized 0.0%
TMUS T-Mobile US, Inc. - Common Stock 0.0%
Value $816 Shares 4 Est. Cost $240.31 Unrealized -12.1%
ABNB Airbnb, Inc. - Class A Common Stock 0.0%
Value $816 Shares 6 Est. Cost $129.37 Unrealized -3.7%
CMG Chipotle Mexican Grill, Inc. Common Stock 0.0%
Value $814 Shares 22 Est. Cost $45.03 Unrealized -19.7%
ESS Essex Property Trust, Inc. Common Stock 0.0%
Value $786 Shares 3 Est. Cost $265.10 Unrealized -3.3%
BNDX Vanguard Total International Bond ETF 0.0%
Value $784 Shares 16 Est. Cost $49.00 Unrealized
PSA Public Storage Common Stock 0.0%
Value $780 Shares 3 Est. Cost $278.70 Unrealized -0.5%
DTE DTE Energy Company Common Stock 0.0%
Value $774 Shares 6 Est. Cost $134.89 Unrealized -0.1%
EQIX Equinix, Inc. - Common Stock 0.0%
Value $767 Shares 1 Est. Cost $774.22 Unrealized +0.9%
BITW Common Shares of Beneficial Interest 0.0%
Value $767 Shares 13 Est. Cost $59.00 Unrealized
FE FirstEnergy Corp. Common Stock 0.0%
Value $765 Shares 17 Est. Cost $42.11 Unrealized +8.6%
CTAS Cintas Corporation - Common Stock 0.0%
Value $756 Shares 4 Est. Cost $212.83 Unrealized -11.6%
FANG Diamondback Energy, Inc. - Common Stock 0.0%
Value $755 Shares 5 Est. Cost $140.85 Unrealized +4.4%
LH Labcorp Holdings Inc. Common Stock 0.0%
Value $753 Shares 3 Est. Cost $266.78 Unrealized -0.6%
APD Air Products and Chemicals, Inc. Common Stock 0.0%
Value $744 Shares 3 Est. Cost $285.50 Unrealized -11.9%
VRSN VeriSign, Inc. - Common Stock 0.0%
Value $729 Shares 3 Est. Cost $278.13 Unrealized -9.8%
LOW Lowe's Companies, Inc. Common Stock 0.0%
Value $726 Shares 3 Est. Cost $241.29 Unrealized -0.6%
LDOS Leidos Holdings, Inc. Common Stock 0.0%
Value $724 Shares 4 Est. Cost $173.36 Unrealized +9.1%
YUMC Yum China Holdings, Inc. Common Stock 0.0%
Value $720 Shares 15 Est. Cost $45.81 Unrealized 0.0%
WRB W.R. Berkley Corporation Common Stock 0.0%
Value $710 Shares 10 Est. Cost $70.00 Unrealized +3.9%
VTR Ventas, Inc. Common Stock 0.0%
Value $702 Shares 9 Est. Cost $66.33 Unrealized +13.0%
AEE Ameren Corporation Common Stock 0.0%
Value $700 Shares 7 Est. Cost $98.57 Unrealized +3.5%
XYL Xylem Inc. Common Stock New 0.0%
Value $685 Shares 5 Est. Cost $138.06 Unrealized +4.0%
ZS Zscaler, Inc. - Common Stock 0.0%
Value $675 Shares 3 Est. Cost $285.11 Unrealized -1.0%
VEEV Veeva Systems Inc. Class A Common Stock 0.0%
Value $672 Shares 3 Est. Cost $281.43 Unrealized -5.7%
ATO Atmos Energy Corporation Common Stock 0.0%
Value $672 Shares 4 Est. Cost $160.05 Unrealized +7.7%
BR Broadridge Financial Solutions, Inc. Common Stock 0.0%
Value $672 Shares 3 Est. Cost $247.24 Unrealized -8.1%
DG Dollar General Corporation Common Stock 0.0%
Value $665 Shares 5 Est. Cost $111.51 Unrealized 0.0%
SHW Sherwin-Williams Company (The) Common Stock 0.0%
Value $650 Shares 2 Est. Cost $351.39 Unrealized -4.9%
CMS CMS Energy Corporation Common Stock 0.0%
Value $630 Shares 9 Est. Cost $71.07 Unrealized +2.0%
EL Estee Lauder Companies, Inc. (The) Common Stock 0.0%
Value $630 Shares 6 Est. Cost $88.48 Unrealized +9.4%
DELL Dell Technologies Inc. Class C Common Stock 0.0%
Value $630 Shares 5 Est. Cost $101.90 Unrealized +38.1%
BX Blackstone Inc. Common Stock 0.0%
Value $620 Shares 4 Est. Cost $155.96 Unrealized -2.9%
FITB Fifth Third Bancorp - Common Stock 0.0%
Value $611 Shares 13 Est. Cost $43.04 Unrealized +1.4%
NIU Niu Technologies - American Depositary Shares 0.0%
Value $600 Shares 150 Est. Cost $4.00 Unrealized
CFG Citizens Financial Group, Inc. Common Stock 0.0%
Value $590 Shares 10 Est. Cost $49.19 Unrealized +8.9%
DOV Dover Corporation Common Stock 0.0%
Value $588 Shares 3 Est. Cost $180.76 Unrealized +0.6%
RS Reliance, Inc. Common Stock 0.0%
Value $578 Shares 2 Est. Cost $300.03 Unrealized -6.4%
EXPE Expedia Group, Inc. - Common Stock 0.0%
Value $568 Shares 2 Est. Cost $200.25 Unrealized +23.3%
TRMB Trimble Inc. - Common Stock 0.0%
Value $553 Shares 7 Est. Cost $81.58 Unrealized -2.3%
EVRG Evergy, Inc. - Common Stock 0.0%
Value $511 Shares 7 Est. Cost $70.25 Unrealized +7.4%
TDY Teledyne Technologies Incorporated Common Stock 0.0%
Value $511 Shares 1 Est. Cost $547.47 Unrealized -3.8%
MCO Moody's Corporation Common Stock 0.0%
Value $511 Shares 1 Est. Cost $502.63 Unrealized -3.0%
CMI Cummins Inc. Common Stock 0.0%
Value $511 Shares 1 Est. Cost $380.68 Unrealized +22.5%
STLD Steel Dynamics, Inc. - Common Stock 0.0%
Value $510 Shares 3 Est. Cost $130.39 Unrealized +21.5%
UPS United Parcel Service, Inc. Common Stock 0.0%
Value $500 Shares 5 Est. Cost $94.62 Unrealized -2.0%
GPC Genuine Parts Company Common Stock 0.0%
Value $492 Shares 4 Est. Cost $132.40 Unrealized -2.8%
NDSN Nordson Corporation - Common Stock 0.0%
Value $482 Shares 2 Est. Cost $219.03 Unrealized +7.0%
MRNA Moderna, Inc. - Common Stock 0.0%
Value $480 Shares 16 Est. Cost $27.17 Unrealized 0.0%
SNDK Sandisk Corporation - Common Stock 0.0%
Value $476 Shares 2 Est. Cost $129.34 Unrealized +54.9%
TXT Textron Inc. Common Stock 0.0%
Value $440 Shares 5 Est. Cost $81.39 Unrealized +2.8%
SSNC SS&C Technologies Holdings, Inc. - Common Stock 0.0%
Value $440 Shares 5 Est. Cost $86.55 Unrealized -1.5%
ROKU Roku, Inc. - Class A Common Stock 0.0%
Value $436 Shares 4 Est. Cost $92.23 Unrealized +10.0%
AME AMETEK, Inc. 0.0%
Value $412 Shares 2 Est. Cost $183.47 Unrealized +5.9%
ES Eversource Energy (D/B/A) Common Stock 0.0%
Value $408 Shares 6 Est. Cost $64.19 Unrealized +8.3%
MSI Motorola Solutions, Inc. Common Stock 0.0%
Value $384 Shares 1 Est. Cost $417.05 Unrealized -3.9%
KEY KeyCorp Common Stock 0.0%
Value $378 Shares 18 Est. Cost $18.18 Unrealized +1.7%
LPLA LPL Financial Holdings Inc. - Common Stock 0.0%
Value $358 Shares 1 Est. Cost $362.48 Unrealized -2.4%
SYK Stryker Corporation Common Stock 0.0%
Value $352 Shares 1 Est. Cost $384.53 Unrealized -5.5%
KMX CarMax Inc 0.0%
Value $351 Shares 9 Est. Cost $39.99 Unrealized 0.0%
EWBC East West Bancorp, Inc. - Common Stock 0.0%
Value $339 Shares 3 Est. Cost $103.67 Unrealized +1.4%
DVN Devon Energy Corporation Common Stock 0.0%
Value $333 Shares 9 Est. Cost $33.63 Unrealized +3.3%
GEHC GE HealthCare Technologies Inc. - Common Stock 0.0%
Value $332 Shares 4 Est. Cost $77.91 Unrealized 0.0%
HAS Hasbro, Inc. - Common Stock 0.0%
Value $328 Shares 4 Est. Cost $76.49 Unrealized +2.0%
IWO iShares Russell 2000 Growth Fund 0.0%
Value $324 Shares 1 Est. Cost $324.00 Unrealized
HEI Heico Corporation Common Stock 0.0%
Value $324 Shares 1 Est. Cost $318.25 Unrealized -0.7%
U Unity Software Inc. Common Stock 0.0%
Value $315 Shares 7 Est. Cost $37.08 Unrealized +9.9%
BURL Burlington Stores, Inc. Common Stock 0.0%
Value $289 Shares 1 Est. Cost $271.63 Unrealized -0.1%
CI The Cigna Group Common Stock 0.0%
Value $276 Shares 1 Est. Cost $293.19 Unrealized -4.8%
ALLY Ally Financial Inc. Common Stock 0.0%
Value $276 Shares 6 Est. Cost $39.39 Unrealized +3.6%
AKAM Akamai Technologies, Inc. - Common Stock 0.0%
Value $264 Shares 3 Est. Cost $82.26 Unrealized 0.0%
LVS Las Vegas Sands Corp. Common Stock 0.0%
Value $264 Shares 4 Est. Cost $52.28 Unrealized +17.1%
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT 0.0%
Value $249 Shares 3 Est. Cost $92.72 Unrealized +0.1%
AR Antero Resources Corporation Common Stock 0.0%
Value $245 Shares 7 Est. Cost $37.87 Unrealized -10.6%
ZBRA Zebra Technologies Corporation - Class A Common Stock 0.0%
Value $243 Shares 1 Est. Cost $267.42 Unrealized 0.0%
SOLV Solventum Corporation Common Stock 0.0%
Value $240 Shares 3 Est. Cost $73.30 Unrealized +4.5%
GPN Global Payments Inc. Common Stock 0.0%
Value $234 Shares 3 Est. Cost $80.29 Unrealized 0.0%
VRSK Verisk Analytics, Inc. - Common Stock 0.0%
Value $224 Shares 1 Est. Cost $225.29 Unrealized 0.0%
PNC PNC Financial Services Group, Inc. (The) Common Stock 0.0%
Value $209 Shares 1 Est. Cost $195.75 Unrealized -1.5%
DOCU DocuSign, Inc. - Common Stock 0.0%
Value $207 Shares 3 Est. Cost $77.06 Unrealized -10.3%
EPAM EPAM Systems, Inc. Common Stock 0.0%
Value $205 Shares 1 Est. Cost $178.28 Unrealized 0.0%
VWOB Vanguard Emerging Markets Government Bond ETF 0.0%
Value $204 Shares 3 Est. Cost $68.00 Unrealized
KEYS Keysight Technologies Inc. Common Stock 0.0%
Value $204 Shares 1 Est. Cost $166.65 Unrealized +11.3%
MTB M&T Bank Corporation Common Stock 0.0%
Value $202 Shares 1 Est. Cost $193.71 Unrealized -1.9%
SBAC SBA Communications Corporation - Class A Common Stock 0.0%
Value $194 Shares 1 Est. Cost $192.67 Unrealized 0.0%
CZR Caesars Entertainment, Inc. - Common Stock 0.0%
Value $192 Shares 8 Est. Cost $23.06 Unrealized -2.5%
MRSH Marsh Common Stock 0.0%
Value $186 Shares 1 Est. Cost $204.01 Unrealized -8.6%
DRI Darden Restaurants, Inc. Common Stock 0.0%
Value $185 Shares 1 Est. Cost $203.79 Unrealized -10.6%
IEX IDEX Corporation Common Stock 0.0%
Value $178 Shares 1 Est. Cost $168.10 Unrealized +1.6%
GRAL GRAIL, Inc. - Common Stock 0.0%
Value $172 Shares 2 Est. Cost $38.21 Unrealized +126.1%
QRVO Qorvo, Inc. - Common Stock 0.0%
Value $170 Shares 2 Est. Cost $89.04 Unrealized -0.9%
PSKY Paramount Skydance Corporation - Class B Common Stock 0.0%
Value $168 Shares 12 Est. Cost $14.51 Unrealized +7.3%
TXRH Texas Roadhouse, Inc. - Common Stock 0.0%
Value $166 Shares 1 Est. Cost $168.76 Unrealized 0.0%
SCHP Schwab U.S. TIPS ETF 0.0%
Value $162 Shares 6 Est. Cost $27.00 Unrealized
RJF Raymond James Financial, Inc. Common Stock 0.0%
Value $161 Shares 1 Est. Cost $164.67 Unrealized -2.3%
DLR Digital Realty Trust, Inc. Common Stock 0.0%
Value $155 Shares 1 Est. Cost $168.66 Unrealized -3.3%
CLF Cleveland-Cliffs Inc. Common Stock 0.0%
Value $154 Shares 11 Est. Cost $10.52 Unrealized +20.1%
USHY iShares Broad USD High Yield Corporate Bond ETF 0.0%
Value $152 Shares 4 Est. Cost $38.00 Unrealized
NMAX Newsmax, Inc. Class B Common Stock 0.0%
Value $144 Shares 18 Est. Cost $13.50 Unrealized -28.8%
TWLO Twilio Inc. Class A Common Stock 0.0%
Value $143 Shares 1 Est. Cost $123.87 Unrealized 0.0%
ALB Albemarle Corporation Common Stock 0.0%
Value $142 Shares 1 Est. Cost $76.57 Unrealized +47.9%
A Agilent Technologies, Inc. Common Stock 0.0%
Value $137 Shares 1 Est. Cost $120.55 Unrealized +19.2%
ZTS Zoetis Inc. Class A Common Stock 0.0%
Value $126 Shares 1 Est. Cost $150.53 Unrealized -13.5%
SUI Sun Communities, Inc. Common Stock 0.0%
Value $124 Shares 1 Est. Cost $129.00 Unrealized
DIS Walt Disney Company (The) Common Stock 0.0%
Value $114 Shares 1 Est. Cost $116.99 Unrealized -6.4%
PRU Prudential Financial, Inc. Common Stock 0.0%
Value $113 Shares 1 Est. Cost $103.23 Unrealized +3.2%
PAYX Paychex, Inc. - Common Stock 0.0%
Value $113 Shares 1 Est. Cost $137.17 Unrealized -15.0%
W Wayfair Inc. Class A Common Stock 0.0%
Value $101 Shares 1 Est. Cost $96.17 Unrealized 0.0%
RVTY Revvity, Inc. Common Stock 0.0%
Value $97 Shares 1 Est. Cost $90.71 Unrealized +5.8%
MRP Millrose Properties, Inc. Class A Common Stock 0.0%
Value $90 Shares 3 Est. Cost $34.00 Unrealized
CCI Crown Castle Inc. Common Stock 0.0%
Value $89 Shares 1 Est. Cost $97.90 Unrealized -7.0%
OTIS Otis Worldwide Corporation Common Stock 0.0%
Value $88 Shares 1 Est. Cost $95.58 Unrealized -6.6%
OKTA Okta, Inc. - Class A Common Stock 0.0%
Value $87 Shares 1 Est. Cost $93.37 Unrealized -6.5%
SBUX Starbucks Corporation - Common Stock 0.0%
Value $85 Shares 1 Est. Cost $88.57 Unrealized -5.1%
LLYVK Liberty Live Holdings, Inc. - Series C Liberty Live Group Common Stock 0.0%
Value $84 Shares 1 Est. Cost $85.87 Unrealized 0.0%
Q Qnity Electronics, Inc. Common Stock 0.0%
Value $82 Shares 1 Est. Cost $84.91 Unrealized 0.0%
COO The Cooper Companies, Inc. - Common Stock 0.0%
Value $82 Shares 1 Est. Cost $70.83 Unrealized +5.7%
PEG Public Service Enterprise Group Incorporated Common Stock 0.0%
Value $81 Shares 1 Est. Cost $82.72 Unrealized -2.0%
FTNT Fortinet, Inc. - Common Stock 0.0%
Value $80 Shares 1 Est. Cost $100.82 Unrealized -17.7%
MET MetLife, Inc. Common Stock 0.0%
Value $79 Shares 1 Est. Cost $77.91 Unrealized +1.3%
HOLX Hologic, Inc. - Common Stock 0.0%
Value $75 Shares 1 Est. Cost $66.38 Unrealized +10.1%
DAL Delta Air Lines, Inc. Common Stock 0.0%
Value $70 Shares 1 Est. Cost $56.83 Unrealized +9.9%
CSGP CoStar Group, Inc. - Common Stock 0.0%
Value $68 Shares 1 Est. Cost $88.37 Unrealized -19.8%
DXCM DexCom, Inc. - Common Stock 0.0%
Value $67 Shares 1 Est. Cost $64.65 Unrealized 0.0%
BBY Best Buy Co., Inc. Common Stock 0.0%
Value $67 Shares 1 Est. Cost $70.01 Unrealized +7.8%
TECH Bio-Techne Corp - Common Stock 0.0%
Value $59 Shares 1 Est. Cost $53.45 Unrealized +13.6%
PYPL PayPal Holdings, Inc. - Common Stock 0.0%
Value $59 Shares 1 Est. Cost $69.91 Unrealized -7.3%
TSN Tyson Foods, Inc. Common Stock 0.0%
Value $59 Shares 1 Est. Cost $54.40 Unrealized +0.4%
SEDG SolarEdge Technologies, Inc. - Common Stock 0.0%
Value $58 Shares 2 Est. Cost $29.86 Unrealized +16.8%
BILL BILL Holdings, Inc. Common Stock 0.0%
Value $55 Shares 1 Est. Cost $46.44 Unrealized +10.6%
CARR Carrier Global Corporation Common Stock 0.0%
Value $53 Shares 1 Est. Cost $67.53 Unrealized -17.8%
TSCO Tractor Supply Company - Common Stock 0.0%
Value $51 Shares 1 Est. Cost $58.52 Unrealized -8.2%
RAL Ralliant Corporation Common Stock 0.0%
Value $51 Shares 1 Est. Cost $44.46 Unrealized +5.4%
OXY Occidental Petroleum Corporation Common Stock 0.0%
Value $42 Shares 1 Est. Cost $44.74 Unrealized -7.1%
MTCH Match Group, Inc. - Common Stock 0.0%
Value $33 Shares 1 Est. Cost $35.47 Unrealized -7.4%
AMTM Amentum Holdings, Inc. Common Stock 0.0%
Value $29 Shares 1 Est. Cost $24.35 Unrealized +5.0%
HPE Hewlett Packard Enterprise Company Common Stock 0.0%
Value $25 Shares 1 Est. Cost $19.53 Unrealized +20.0%
DOW Dow Inc. Common Stock 0.0%
Value $24 Shares 1 Est. Cost $24.31 Unrealized -6.3%
AES The AES Corporation Common Stock 0.0%
Value $15 Shares 1 Est. Cost $12.77 Unrealized +9.9%
YYY Amplify CEF High Income ETF 0.0%
Value $12 Shares 1 Est. Cost $12.00 Unrealized
WKHS Workhorse Group, Inc. - Common Stock 0.0%
Value $6 Shares 1 Est. Cost $9.90 Unrealized 0.0%