Robinswood Financial LLC Diversified Active

Location: Kirkland, WA

CIK: 0002139748 · Show all filings

Period: Q1 2026

Filing Date: Jul 13, 2026

Total Value: $318M (100.0% shares, 0.0% debt)

Holdings (430)

VTV VANGUARD VALUE INDEX FUND ETF SHARES 5.8%
Value $18.58M Shares 94,696 Est. Cost $196.20 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 5.6%
Value $17.85M Shares 59,047 Est. Cost $302.25 Unrealized
VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 5.4%
Value $17.25M Shares 79,391 Est. Cost $217.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 5.3%
Value $16.73M Shares 309,466 Est. Cost $54.05 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 5.2%
Value $16.54M Shares 148,481 Est. Cost $111.37 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 5.0%
Value $16.02M Shares 659,977 Est. Cost $24.27 Unrealized
VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES 4.9%
Value $15.66M Shares 333,646 Est. Cost $46.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 4.8%
Value $15.39M Shares 155,068 Est. Cost $99.27 Unrealized
VUG VANGUARD GROWTH INDEX FUND ETF SHARES 4.5%
Value $14.33M Shares 32,818 Est. Cost $436.80 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 4.5%
Value $14.17M Shares 141,854 Est. Cost $99.86 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 4.1%
Value $13.17M Shares 249,487 Est. Cost $52.78 Unrealized
SCHP SCHWAB U.S. TIPS ETF 3.9%
Value $12.36M Shares 464,464 Est. Cost $26.61 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 3.7%
Value $11.75M Shares 174,057 Est. Cost $67.53 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 2.9%
Value $9.353M Shares 277,790 Est. Cost $33.67 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET 2.6%
Value $8.2M Shares 164,168 Est. Cost $49.95 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES 2.3%
Value $7.338M Shares 111,710 Est. Cost $65.69 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 2.2%
Value $7.007M Shares 140,026 Est. Cost $50.04 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.8%
Value $5.853M Shares 78,716 Est. Cost $74.35 Unrealized
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 1.7%
Value $5.252M Shares 69,430 Est. Cost $75.65 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 1.7%
Value $5.248M Shares 112,288 Est. Cost $46.74 Unrealized
VO VANGUARD MID-CAP INDEX FUND ETF SHARES 1.6%
Value $5.221M Shares 18,179 Est. Cost $287.18 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 1.4%
Value $4.594M Shares 46,916 Est. Cost $97.91 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 1.4%
Value $4.541M Shares 76,688 Est. Cost $59.22 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $4.279M Shares 11,559 Est. Cost $434.61 Unrealized 0.0%
PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 1.2%
Value $3.656M Shares 84,288 Est. Cost $43.37 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES 1.0%
Value $3.043M Shares 63,335 Est. Cost $48.05 Unrealized
BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES 0.9%
Value $2.981M Shares 38,024 Est. Cost $78.41 Unrealized
AMZN AMAZON.COM INC 0.7%
Value $2.199M Shares 10,560 Est. Cost $226.83 Unrealized 0.0%
GAL STATE STREET GLOBAL ALLOCATION ETF 0.7%
Value $2.164M Shares 43,707 Est. Cost $49.50 Unrealized
AAPL APPLE INC 0.6%
Value $2.02M Shares 7,958 Est. Cost $262.82 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.5%
Value $1.662M Shares 1,668 Est. Cost $963.77 Unrealized 0.0%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.5%
Value $1.518M Shares 16,567 Est. Cost $91.64 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 0.5%
Value $1.47M Shares 4,582 Est. Cost $320.86 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DCLASS A 0.5%
Value $1.436M Shares 2 Est. Cost $740378.25 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.3%
Value $1.091M Shares 4,593 Est. Cost $237.62 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value $1.015M Shares 2,360 Est. Cost $430.29 Unrealized
PCAR PACCAR INC 0.3%
Value $893K Shares 7,732 Est. Cost $122.99 Unrealized 0.0%
PCY INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF 0.3%
Value $877K Shares 41,980 Est. Cost $20.90 Unrealized
DLS WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND 0.3%
Value $833K Shares 10,214 Est. Cost $81.51 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 0.2%
Value $722K Shares 9,807 Est. Cost $73.64 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value $675K Shares 6,528 Est. Cost $103.43 Unrealized
TRV TRAVELERS COS INC 0.2%
Value $662K Shares 2,271 Est. Cost $288.51 Unrealized 0.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.2%
Value $636K Shares 13,116 Est. Cost $48.46 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value $625K Shares 1,045 Est. Cost $598.05 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 0.2%
Value $618K Shares 8,231 Est. Cost $75.11 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $568K Shares 3,348 Est. Cost $138.74 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.2%
Value $521K Shares 4,390 Est. Cost $118.60 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $507K Shares 2,073 Est. Cost $227.87 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value $491K Shares 4,884 Est. Cost $100.59 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 0.1%
Value $476K Shares 6,175 Est. Cost $77.12 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value $467K Shares 12,009 Est. Cost $38.86 Unrealized
NVDA NVIDIA CORP 0.1%
Value $432K Shares 2,478 Est. Cost $186.63 Unrealized 0.0%
SPY STATE STREET SPDR S&P 500 ETF TRUST 0.1%
Value $407K Shares 626 Est. Cost $650.39 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 0.1%
Value $364K Shares 5,683 Est. Cost $64.09 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.1%
Value $324K Shares 5,486 Est. Cost $59.03 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $313K Shares 3,497 Est. Cost $93.62 Unrealized 0.0%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.1%
Value $304K Shares 2,754 Est. Cost $110.47 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $300K Shares 12,107 Est. Cost $24.75 Unrealized
GOOGL ALPHABET INC CLASS CLASS A 0.1%
Value $290K Shares 1,008 Est. Cost $323.29 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $287K Shares 672 Est. Cost $426.96 Unrealized
RTX RTX CORP 0.1%
Value $279K Shares 1,446 Est. Cost $196.61 Unrealized 0.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value $266K Shares 3,751 Est. Cost $70.92 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES 0.1%
Value $261K Shares 3,383 Est. Cost $77.19 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value $261K Shares 8,960 Est. Cost $29.08 Unrealized
VTEB VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES 0.1%
Value $256K Shares 5,133 Est. Cost $49.89 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value $249K Shares 8,048 Est. Cost $30.96 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value $248K Shares 3,978 Est. Cost $62.45 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $237K Shares 411 Est. Cost $577.84 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $236K Shares 1,634 Est. Cost $151.77 Unrealized 0.0%
GENERAL AMERICAN INVESTO 0.1%
Value $224K Shares 3,832 Est. Cost $58.48 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.1%
Value $208K Shares 2,925 Est. Cost $71.14 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $203K Shares 829 Est. Cost $184.70 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKETETF 0.1%
Value $202K Shares 8,052 Est. Cost $25.10 Unrealized
VOOG VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES 0.1%
Value $202K Shares 495 Est. Cost $407.69 Unrealized
META META PLATFORMS INC CLASS CLASS A 0.1%
Value $199K Shares 348 Est. Cost $655.57 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value $199K Shares 1,210 Est. Cost $179.67 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value $197K Shares 5,964 Est. Cost $32.95 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES 0.1%
Value $196K Shares 1,345 Est. Cost $145.84 Unrealized
PNC PNC FINL SERVICES 0.1%
Value $189K Shares 906 Est. Cost $224.93 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $187K Shares 1,201 Est. Cost $154.74 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value $166K Shares 537 Est. Cost $334.17 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $158K Shares 2,789 Est. Cost $56.79 Unrealized
MCD MCDONALDS CORP 0.0%
Value $156K Shares 503 Est. Cost $317.25 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 0.0%
Value $154K Shares 1,043 Est. Cost $148.10 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $148K Shares 1,936 Est. Cost $76.57 Unrealized
UNP UNION PAC CORP 0.0%
Value $148K Shares 608 Est. Cost $243.32 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN 0.0%
Value $147K Shares 1,781 Est. Cost $82.75 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $147K Shares 689 Est. Cost $213.73 Unrealized
SNOW SNOWFLAKE INC CLASS CLASS A 0.0%
Value $141K Shares 936 Est. Cost $194.49 Unrealized 0.0%
MMM 3M CO 0.0%
Value $140K Shares 964 Est. Cost $163.96 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $140K Shares 1,694 Est. Cost $82.58 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $133K Shares 643 Est. Cost $171.87 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value $132K Shares 275 Est. Cost $493.47 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $127K Shares 194 Est. Cost $656.57 Unrealized
MRK MERCK & CO. INC. 0.0%
Value $127K Shares 1,052 Est. Cost $114.28 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value $125K Shares 3,200 Est. Cost $33.54 Unrealized 0.0%
XYLD GLOBAL X S&P 500 COVEREDCALL ETF 0.0%
Value $123K Shares 3,149 Est. Cost $39.13 Unrealized
ARR ARMOUR RESIDENTIAL REIT 0.0%
Value $121K Shares 7,238 Est. Cost $16.68 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $116K Shares 1,088 Est. Cost $106.50 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $111K Shares 378 Est. Cost $311.42 Unrealized 0.0%
VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES 0.0%
Value $106K Shares 2,128 Est. Cost $49.79 Unrealized
GE GE AEROSPACE 0.0%
Value $101K Shares 355 Est. Cost $318.19 Unrealized 0.0%
IBM IBM CORP 0.0%
Value $99,753 Shares 411 Est. Cost $283.93 Unrealized 0.0%
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $98,885 Shares 1,987 Est. Cost $49.77 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $98,661 Shares 2,177 Est. Cost $52.73 Unrealized 0.0%
VDE VANGUARD ENERGY INDEX FUND ETF SHARES 0.0%
Value $97,767 Shares 565 Est. Cost $173.04 Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF 0.0%
Value $96,461 Shares 1,819 Est. Cost $53.03 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $95,145 Shares 248 Est. Cost $383.65 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 0.0%
Value $95,025 Shares 687 Est. Cost $138.32 Unrealized
WMT WALMART INC 0.0%
Value $90,423 Shares 727 Est. Cost $122.03 Unrealized 0.0%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $89,940 Shares 1,945 Est. Cost $46.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $89,726 Shares 106 Est. Cost $932.60 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value $88,260 Shares 124 Est. Cost $684.39 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value $82,243 Shares 250 Est. Cost $376.98 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $81,785 Shares 220 Est. Cost $425.98 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 0.0%
Value $80,319 Shares 115 Est. Cost $698.43 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value $79,769 Shares 2,170 Est. Cost $36.76 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $79,592 Shares 1,525 Est. Cost $52.19 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value $79,018 Shares 785 Est. Cost $100.66 Unrealized
GEV GE VERNOVA INC 0.0%
Value $78,580 Shares 90 Est. Cost $736.93 Unrealized 0.0%
LLY ELI LILLY AND CO 0.0%
Value $74,743 Shares 81 Est. Cost $1047.09 Unrealized 0.0%
BA BOEING CO 0.0%
Value $72,499 Shares 364 Est. Cost $238.54 Unrealized 0.0%
VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 0.0%
Value $70,067 Shares 267 Est. Cost $262.42 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES 0.0%
Value $63,198 Shares 232 Est. Cost $272.41 Unrealized
PPG PPG INDS INC 0.0%
Value $63,166 Shares 591 Est. Cost $116.87 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $62,497 Shares 650 Est. Cost $83.84 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value $62,283 Shares 641 Est. Cost $97.17 Unrealized
EEMX STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $61,874 Shares 1,400 Est. Cost $44.20 Unrealized
GNMA ISHARES GNMA BOND ETF 0.0%
Value $60,429 Shares 1,363 Est. Cost $44.34 Unrealized
GOOG ALPHABET INC CLASS CLASS C 0.0%
Value $57,410 Shares 200 Est. Cost $323.67 Unrealized 0.0%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value $55,832 Shares 1,819 Est. Cost $30.69 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $55,270 Shares 182 Est. Cost $356.17 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value $54,301 Shares 369 Est. Cost $169.61 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $52,840 Shares 400 Est. Cost $102.65 Unrealized 0.0%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $52,833 Shares 40 Est. Cost $1320.83 Unrealized
ETHO AMPLIFY ETHO CLIMATE LEADERSHIP U.S. ETF 0.0%
Value $51,342 Shares 777 Est. Cost $66.08 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $51,081 Shares 431 Est. Cost $118.52 Unrealized
MDT MEDTRONIC PLC F 0.0%
Value $50,690 Shares 585 Est. Cost $99.51 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $50,601 Shares 349 Est. Cost $144.99 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $50,314 Shares 541 Est. Cost $87.17 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $50,234 Shares 442 Est. Cost $116.18 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value $48,992 Shares 503 Est. Cost $97.40 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value $48,377 Shares 823 Est. Cost $61.12 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value $47,742 Shares 303 Est. Cost $167.83 Unrealized 0.0%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value $46,773 Shares 942 Est. Cost $49.65 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES 0.0%
Value $46,314 Shares 129 Est. Cost $359.02 Unrealized
OKE ONEOK INC NEW 0.0%
Value $45,625 Shares 504 Est. Cost $78.53 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value $45,511 Shares 366 Est. Cost $124.35 Unrealized
AMGN AMGEN INC 0.0%
Value $44,183 Shares 125 Est. Cost $349.67 Unrealized 0.0%
OEF ISHARES S&P 100 ETF 0.0%
Value $42,981 Shares 135 Est. Cost $318.38 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $42,645 Shares 274 Est. Cost $155.64 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES 0.0%
Value $42,283 Shares 350 Est. Cost $120.81 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value $41,931 Shares 765 Est. Cost $54.81 Unrealized
DHR DANAHER CORP 0.0%
Value $41,603 Shares 219 Est. Cost $224.68 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GR 0.0%
Value $41,212 Shares 509 Est. Cost $81.54 Unrealized 0.0%
BLK BLACKROCK INC NEW 0.0%
Value $40,148 Shares 41 Est. Cost $1097.38 Unrealized 0.0%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $40,115 Shares 415 Est. Cost $96.66 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value $39,159 Shares 803 Est. Cost $53.66 Unrealized 0.0%
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $38,310 Shares 548 Est. Cost $69.91 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value $38,188 Shares 113 Est. Cost $337.95 Unrealized
SNA SNAP ON INC 0.0%
Value $38,138 Shares 105 Est. Cost $371.29 Unrealized 0.0%
SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $38,081 Shares 3,376 Est. Cost $11.28 Unrealized
GM GENERAL MTRS CO 0.0%
Value $37,920 Shares 509 Est. Cost $82.25 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $37,237 Shares 1,326 Est. Cost $26.18 Unrealized 0.0%
CEG CONSTELLATION ENERGY COR 0.0%
Value $36,906 Shares 132 Est. Cost $301.15 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value $36,833 Shares 112 Est. Cost $364.67 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES 0.0%
Value $36,729 Shares 253 Est. Cost $145.17 Unrealized
PSX PHILLIPS 66 0.0%
Value $36,436 Shares 200 Est. Cost $147.11 Unrealized 0.0%
AVLV AVANTIS US LARGE CAP VALUE ETF 0.0%
Value $36,274 Shares 450 Est. Cost $80.61 Unrealized
SHEL SHELL PLC FTENDER OFFER EXP: 0.0%
Value $36,254 Shares 389 Est. Cost $93.20 Unrealized
KR KROGER CO 0.0%
Value $36,230 Shares 500 Est. Cost $64.60 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 0.0%
Value $35,476 Shares 164 Est. Cost $216.32 Unrealized
V VISA INC CLASS CLASS A 0.0%
Value $35,206 Shares 116 Est. Cost $329.17 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value $35,086 Shares 141 Est. Cost $248.84 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $33,530 Shares 1,000 Est. Cost $29.74 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD F 0.0%
Value $33,428 Shares 686 Est. Cost $37.20 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value $33,064 Shares 61 Est. Cost $575.50 Unrealized 0.0%
ING ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $32,796 Shares 1,259 Est. Cost $26.05 Unrealized
SCHR SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF 0.0%
Value $32,794 Shares 1,316 Est. Cost $24.92 Unrealized
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $32,367 Shares 690 Est. Cost $46.91 Unrealized
CSX CSX CORP 0.0%
Value $32,245 Shares 785 Est. Cost $38.52 Unrealized 0.0%
SCHZ SCHWAB U.S. AGGREGATE BOND ETF 0.0%
Value $32,085 Shares 1,381 Est. Cost $23.23 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 0.0%
Value $31,189 Shares 330 Est. Cost $94.51 Unrealized
UBS UBS GROUP AG F 0.0%
Value $31,177 Shares 798 Est. Cost $45.56 Unrealized 0.0%
BGRN ISHARES USD GREEN BOND ETF 0.0%
Value $30,714 Shares 647 Est. Cost $47.47 Unrealized
BCS BARCLAYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value $30,449 Shares 1,439 Est. Cost $21.16 Unrealized
TDY TELEDYNE TECHNOLOGIES IN 0.0%
Value $30,250 Shares 50 Est. Cost $613.97 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value $30,142 Shares 293 Est. Cost $115.41 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value $29,684 Shares 125 Est. Cost $271.50 Unrealized 0.0%
T AT&T INC 0.0%
Value $29,309 Shares 1,011 Est. Cost $25.75 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 0.0%
Value $28,747 Shares 156 Est. Cost $184.28 Unrealized
LEN LENNAR CORP CLASS A 0.0%
Value $28,744 Shares 331 Est. Cost $114.46 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $28,413 Shares 171 Est. Cost $175.91 Unrealized 0.0%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $28,411 Shares 480 Est. Cost $59.19 Unrealized
NYT NEW YORK TIMES CO CLASS CLASS A 0.0%
Value $27,268 Shares 325 Est. Cost $72.28 Unrealized 0.0%
TTE TOTALENERGIES F 0.0%
Value $27,203 Shares 299 Est. Cost $71.53 Unrealized 0.0%
AVMA AVANTIS MODERATE ALLOCATION ETF 0.0%
Value $27,081 Shares 402 Est. Cost $67.37 Unrealized
VZ VERIZON COMMUNICATIONS I 0.0%
Value $26,675 Shares 531 Est. Cost $43.82 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSIN 0.0%
Value $26,616 Shares 131 Est. Cost $240.81 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $26,482 Shares 292 Est. Cost $90.69 Unrealized
TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value $26,173 Shares 127 Est. Cost $206.09 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $26,150 Shares 578 Est. Cost $50.08 Unrealized 0.0%
MA MASTERCARD INC CLASS CLASS A 0.0%
Value $25,023 Shares 50 Est. Cost $539.05 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value $24,776 Shares 263 Est. Cost $100.12 Unrealized 0.0%
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $24,658 Shares 338 Est. Cost $72.95 Unrealized
VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES 0.0%
Value $24,343 Shares 81 Est. Cost $300.53 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $24,337 Shares 255 Est. Cost $95.44 Unrealized
SPMO INVESCO S&P 500 MOMENTUMETF 0.0%
Value $24,025 Shares 214 Est. Cost $112.27 Unrealized
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $23,788 Shares 255 Est. Cost $93.29 Unrealized
SANM SANMINA CORP 0.0%
Value $23,464 Shares 181 Est. Cost $156.75 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value $23,143 Shares 87 Est. Cost $286.24 Unrealized 0.0%
JCI JOHNSON CONTROLS INT F 0.0%
Value $22,654 Shares 173 Est. Cost $126.06 Unrealized 0.0%
KEY KEYCORP NEW 0.0%
Value $22,335 Shares 1,114 Est. Cost $21.68 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value $22,180 Shares 437 Est. Cost $47.09 Unrealized 0.0%
HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value $21,942 Shares 266 Est. Cost $82.49 Unrealized
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value $21,577 Shares 495 Est. Cost $43.59 Unrealized
AZN ASTRAZENECA PLC F 0.0%
Value $21,496 Shares 109 Est. Cost $190.39 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $21,465 Shares 82 Est. Cost $273.24 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $21,442 Shares 202 Est. Cost $106.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $21,335 Shares 35 Est. Cost $600.88 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value $21,170 Shares 43 Est. Cost $574.61 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $21,132 Shares 78 Est. Cost $308.69 Unrealized 0.0%
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value $20,813 Shares 432 Est. Cost $48.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $20,497 Shares 156 Est. Cost $120.88 Unrealized 0.0%
WELL WELLTOWER INC REIT 0.0%
Value $20,219 Shares 102 Est. Cost $186.94 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $20,187 Shares 141 Est. Cost $143.17 Unrealized
NWG NATWEST GROUP PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $19,966 Shares 1,340 Est. Cost $14.90 Unrealized
SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $19,860 Shares 116 Est. Cost $171.21 Unrealized
DB DEUTSCHE BANK AG FCLASS CLASS N 0.0%
Value $19,833 Shares 666 Est. Cost $38.03 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value $19,780 Shares 403 Est. Cost $45.14 Unrealized 0.0%
POOL POOL CORP 0.0%
Value $19,485 Shares 96 Est. Cost $251.76 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $19,133 Shares 102 Est. Cost $215.77 Unrealized 0.0%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value $18,618 Shares 260 Est. Cost $71.61 Unrealized
ABBV ABBVIE INC 0.0%
Value $18,109 Shares 83 Est. Cost $222.57 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $18,025 Shares 50 Est. Cost $360.50 Unrealized
SO SOUTHERN CO 0.0%
Value $17,657 Shares 182 Est. Cost $89.54 Unrealized 0.0%
SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $17,284 Shares 835 Est. Cost $20.70 Unrealized
PPL PPL CORP 0.0%
Value $16,939 Shares 443 Est. Cost $36.23 Unrealized 0.0%
LIN LINDE PLC F 0.0%
Value $16,631 Shares 33 Est. Cost $460.00 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $16,595 Shares 36 Est. Cost $520.97 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value $16,538 Shares 338 Est. Cost $48.93 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $16,430 Shares 163 Est. Cost $93.50 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.0%
Value $16,346 Shares 24 Est. Cost $650.76 Unrealized 0.0%
BN BROOKFIELD CORP FCLASS A 0.0%
Value $16,026 Shares 396 Est. Cost $46.68 Unrealized 0.0%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $15,966 Shares 125 Est. Cost $127.73 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $15,903 Shares 228 Est. Cost $69.75 Unrealized
XLRE STATE STREET REAL ESTATESELECT SECTOR SPDR ETF 0.0%
Value $15,866 Shares 388 Est. Cost $40.89 Unrealized
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $15,752 Shares 285 Est. Cost $55.27 Unrealized
WAFD WAFD INC 0.0%
Value $15,700 Shares 500 Est. Cost $32.54 Unrealized 0.0%
IUSB ISHARES CORE UNIVERSAL USD BOND ETF 0.0%
Value $15,658 Shares 339 Est. Cost $46.19 Unrealized
TEVA TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $15,421 Shares 512 Est. Cost $30.12 Unrealized
PLD PROLOGIS INC REIT 0.0%
Value $15,323 Shares 115 Est. Cost $129.05 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $15,188 Shares 35 Est. Cost $415.89 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value $15,180 Shares 344 Est. Cost $46.43 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES 0.0%
Value $14,954 Shares 58 Est. Cost $257.83 Unrealized
DIS DISNEY WALT CO 0.0%
Value $14,862 Shares 154 Est. Cost $109.45 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $14,584 Shares 60 Est. Cost $289.87 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value $14,411 Shares 50 Est. Cost $298.18 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value $14,173 Shares 208 Est. Cost $68.14 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $14,002 Shares 40 Est. Cost $326.57 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $13,661 Shares 321 Est. Cost $42.56 Unrealized
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value $13,578 Shares 283 Est. Cost $47.98 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $12,504 Shares 78 Est. Cost $172.15 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $12,414 Shares 158 Est. Cost $78.57 Unrealized
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $12,347 Shares 178 Est. Cost $69.37 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $12,299 Shares 217 Est. Cost $56.68 Unrealized
IDA IDACORP INC 0.0%
Value $12,283 Shares 85 Est. Cost $134.73 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value $12,219 Shares 283 Est. Cost $40.01 Unrealized 0.0%
INTU INTUIT 0.0%
Value $12,155 Shares 28 Est. Cost $497.56 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 0.0%
Value $12,138 Shares 33 Est. Cost $367.82 Unrealized
WAT WATERS CORP 0.0%
Value $11,912 Shares 40 Est. Cost $367.10 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value $11,696 Shares 384 Est. Cost $30.46 Unrealized
AWK AMERICAN WTR WKS CO INC 0.0%
Value $11,023 Shares 80 Est. Cost $128.85 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value $10,676 Shares 199 Est. Cost $61.83 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $10,642 Shares 42 Est. Cost $253.38 Unrealized
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $10,081 Shares 66 Est. Cost $152.74 Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $10,043 Shares 220 Est. Cost $45.65 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $9,933 Shares 387 Est. Cost $25.67 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $9,932 Shares 47 Est. Cost $211.32 Unrealized
NOW SERVICENOW INC 0.0%
Value $9,932 Shares 95 Est. Cost $121.19 Unrealized 0.0%
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value $9,879 Shares 210 Est. Cost $47.04 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $9,785 Shares 205 Est. Cost $47.73 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value $9,758 Shares 117 Est. Cost $83.40 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $9,647 Shares 137 Est. Cost $70.42 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $8,994 Shares 169 Est. Cost $53.22 Unrealized
AME AMETEK INC NEW 0.0%
Value $8,875 Shares 41 Est. Cost $223.27 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATEETF 0.0%
Value $8,870 Shares 93 Est. Cost $95.38 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $8,842 Shares 24 Est. Cost $400.81 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value $8,735 Shares 92 Est. Cost $94.95 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value $8,703 Shares 27 Est. Cost $355.33 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value $8,682 Shares 90 Est. Cost $103.08 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value $8,576 Shares 185 Est. Cost $46.36 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value $8,550 Shares 154 Est. Cost $55.52 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A 0.0%
Value $8,523 Shares 148 Est. Cost $57.86 Unrealized 0.0%
CCI CROWN CASTLE INC REIT REIT 0.0%
Value $8,254 Shares 101 Est. Cost $88.70 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $8,062 Shares 93 Est. Cost $86.69 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value $7,807 Shares 271 Est. Cost $29.82 Unrealized 0.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value $7,690 Shares 201 Est. Cost $38.26 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $7,619 Shares 54 Est. Cost $138.38 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value $7,314 Shares 32 Est. Cost $225.93 Unrealized 0.0%
CSB VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF 0.0%
Value $7,225 Shares 117 Est. Cost $61.75 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value $7,142 Shares 100 Est. Cost $82.25 Unrealized 0.0%
BG BUNGE GLOBAL SA F 0.0%
Value $7,089 Shares 55 Est. Cost $112.04 Unrealized 0.0%
NKE NIKE INC CLASS CLASS B 0.0%
Value $7,068 Shares 133 Est. Cost $63.98 Unrealized 0.0%
EW EDWARDS LIFESCIENCES COR 0.0%
Value $6,966 Shares 87 Est. Cost $81.94 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $6,599 Shares 100 Est. Cost $63.03 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $6,559 Shares 34 Est. Cost $192.91 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $6,459 Shares 57 Est. Cost $113.32 Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value $6,436 Shares 140 Est. Cost $45.97 Unrealized
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value $6,380 Shares 110 Est. Cost $58.16 Unrealized 0.0%
EWG ISHARES MSCI GERMANY ETF 0.0%
Value $6,347 Shares 160 Est. Cost $39.67 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $6,296 Shares 81 Est. Cost $72.18 Unrealized 0.0%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $6,076 Shares 107 Est. Cost $56.79 Unrealized
VGIT VANGUARD INTER-TERM TREAS INDEX FD 0.0%
Value $5,955 Shares 100 Est. Cost $59.55 Unrealized
NUVEEN SELECT TAXFREE IN 0.0%
Value $5,905 Shares 411 Est. Cost $14.37 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value $5,891 Shares 58 Est. Cost $101.57 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $5,786 Shares 45 Est. Cost $128.58 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $5,683 Shares 92 Est. Cost $61.77 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value $5,483 Shares 94 Est. Cost $58.33 Unrealized
ENB ENBRIDGE INC F 0.0%
Value $5,414 Shares 100 Est. Cost $48.57 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $5,403 Shares 38 Est. Cost $142.18 Unrealized
BNDW VANGUARD TOTAL WORLD BOND ETF 0.0%
Value $5,262 Shares 77 Est. Cost $68.34 Unrealized
CSCO CISCO SYS INC 0.0%
Value $5,239 Shares 67 Est. Cost $77.91 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value $5,217 Shares 72 Est. Cost $77.96 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value $5,202 Shares 47 Est. Cost $110.68 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $5,020 Shares 98 Est. Cost $51.22 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 0.0%
Value $4,973 Shares 56 Est. Cost $88.80 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $4,860 Shares 57 Est. Cost $85.26 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $4,848 Shares 55 Est. Cost $88.15 Unrealized
MRP MILLROSE PPTYS INC CLASS A 0.0%
Value $4,704 Shares 168 Est. Cost $28.00 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value $4,601 Shares 165 Est. Cost $27.88 Unrealized
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value $4,575 Shares 142 Est. Cost $32.22 Unrealized
AVEM AVANTIS EMERGING MARKETSEQUITY ETF 0.0%
Value $4,512 Shares 56 Est. Cost $80.57 Unrealized
TSN TYSON FOODS INC CLASS CLASS A 0.0%
Value $4,484 Shares 70 Est. Cost $62.28 Unrealized 0.0%
TGT TARGET CORP EQUITY CLASS EQUITY 0.0%
Value $4,472 Shares 36 Est. Cost $109.20 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.0%
Value $4,388 Shares 30 Est. Cost $154.17 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES 0.0%
Value $4,267 Shares 19 Est. Cost $224.58 Unrealized
SWK STANLEY BLACK & DECKER I 0.0%
Value $4,263 Shares 60 Est. Cost $84.45 Unrealized 0.0%
TEL TE CONNECTIVITY PLC F 0.0%
Value $4,180 Shares 20 Est. Cost $229.83 Unrealized 0.0%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value $4,029 Shares 31 Est. Cost $129.97 Unrealized
OGE OGE ENERGY CORP 0.0%
Value $3,874 Shares 80 Est. Cost $44.45 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value $3,873 Shares 19 Est. Cost $202.53 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $3,701 Shares 25 Est. Cost $148.04 Unrealized
D DOMINION ENERGY INC 0.0%
Value $3,673 Shares 59 Est. Cost $61.62 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value $3,472 Shares 15 Est. Cost $226.07 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value $3,408 Shares 40 Est. Cost $85.20 Unrealized
O REALTY INCOME CORP REIT 0.0%
Value $3,322 Shares 54 Est. Cost $57.31 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value $3,236 Shares 88 Est. Cost $52.50 Unrealized 0.0%
RWJ INVESCO S&P SMALLCAP 600REV ETF 0.0%
Value $3,055 Shares 60 Est. Cost $50.92 Unrealized
PCG PG&E CORP 0.0%
Value $2,934 Shares 167 Est. Cost $16.39 Unrealized 0.0%
BAM BROOKFIELD ASSET MGMT FCLASS A 0.0%
Value $2,933 Shares 66 Est. Cost $51.45 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $2,877 Shares 40 Est. Cost $78.72 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value $2,791 Shares 20 Est. Cost $155.94 Unrealized 0.0%
WAB WABTEC 0.0%
Value $2,749 Shares 11 Est. Cost $238.93 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITYFACTOR ETF 0.0%
Value $2,691 Shares 14 Est. Cost $192.21 Unrealized
CCL CARNIVAL CORP F 0.0%
Value $2,588 Shares 100 Est. Cost $31.02 Unrealized 0.0%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $2,372 Shares 72 Est. Cost $32.94 Unrealized
WBD WARNER BROS DISCOVERY INCLASS SERIES A 0.0%
Value $2,334 Shares 85 Est. Cost $28.24 Unrealized 0.0%
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $2,146 Shares 64 Est. Cost $33.53 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $2,044 Shares 119 Est. Cost $17.18 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value $1,993 Shares 55 Est. Cost $36.24 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $1,948 Shares 60 Est. Cost $32.47 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $1,928 Shares 51 Est. Cost $47.34 Unrealized 0.0%
NIO NIO INC F 0.0%
Value $1,809 Shares 300 Est. Cost $6.03 Unrealized
QS QUANTUMSCAPE CORP CLASS CLASS A 0.0%
Value $1,722 Shares 270 Est. Cost $9.24 Unrealized 0.0%
FNKO FUNKO INC CLASS A 0.0%
Value $1,524 Shares 484 Est. Cost $4.03 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $1,507 Shares 63 Est. Cost $24.57 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value $1,487 Shares 48 Est. Cost $31.40 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOLFACTOR ETF 0.0%
Value $1,483 Shares 16 Est. Cost $92.69 Unrealized
VONE VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES 0.0%
Value $1,480 Shares 5 Est. Cost $296.00 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value $1,424 Shares 16 Est. Cost $89.00 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1,416 Shares 13 Est. Cost $108.92 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value $1,402 Shares 27 Est. Cost $51.93 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A 0.0%
Value $1,188 Shares 79 Est. Cost $16.32 Unrealized 0.0%
RDNT RADNET INC 0.0%
Value $1,117 Shares 20 Est. Cost $71.53 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value $1,110 Shares 17 Est. Cost $78.39 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value $1,100 Shares 31 Est. Cost $40.87 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value $1,092 Shares 5 Est. Cost $200.28 Unrealized 0.0%
BB BLACKBERRY LTD F 0.0%
Value $1,091 Shares 337 Est. Cost $3.65 Unrealized 0.0%
PXS PYXIS TANKERS INC F 0.0%
Value $1,060 Shares 250 Est. Cost $3.31 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $1,033 Shares 11 Est. Cost $93.91 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value $915 Shares 30 Est. Cost $30.50 Unrealized
XYZ BLOCK INC A CLASS CLASS A 0.0%
Value $902 Shares 15 Est. Cost $60.32 Unrealized 0.0%
ATOS ATOSSA THERAPEUTICS INC 0.0%
Value $894 Shares 170 Est. Cost $7.24 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value $842 Shares 5 Est. Cost $139.57 Unrealized 0.0%
BEAM BEAM THERAPEUTICS INC 0.0%
Value $786 Shares 33 Est. Cost $29.18 Unrealized 0.0%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $779 Shares 11 Est. Cost $70.82 Unrealized
LCID LUCID GROUP INC 0.0%
Value $743 Shares 78 Est. Cost $10.60 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $719 Shares 3 Est. Cost $239.67 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $718 Shares 4 Est. Cost $171.25 Unrealized 0.0%
BIP BROOKFIELD INFRASTRUC LP 0.0%
Value $686 Shares 19 Est. Cost $36.11 Unrealized
SHIP SEANERGY MARITIME HOLD F 0.0%
Value $645 Shares 50 Est. Cost $12.90 Unrealized
F FORD MTR CO DEL 0.0%
Value $600 Shares 52 Est. Cost $13.74 Unrealized 0.0%
TROX TRONOX HLDGS PLC F 0.0%
Value $586 Shares 60 Est. Cost $6.50 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $576 Shares 15 Est. Cost $38.40 Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $552 Shares 21 Est. Cost $26.29 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $524 Shares 4 Est. Cost $120.54 Unrealized 0.0%
LEN/B LENNAR CORP CLASS B 0.0%
Value $504 Shares 6 Est. Cost $105.91 Unrealized 0.0%
LFVN LIFEVANTAGE CORP 0.0%
Value $484 Shares 112 Est. Cost $5.55 Unrealized 0.0%
EVGO EVGO INC CLASS A 0.0%
Value $430 Shares 250 Est. Cost $3.01 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value $421 Shares 9 Est. Cost $46.78 Unrealized
IREN IREN LTD F 0.0%
Value $411 Shares 12 Est. Cost $48.26 Unrealized 0.0%
LYFT LYFT INC CLASS CLASS A 0.0%
Value $399 Shares 30 Est. Cost $16.77 Unrealized 0.0%
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $370 Shares 10 Est. Cost $32.14 Unrealized 0.0%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $367 Shares 10 Est. Cost $36.70 Unrealized
TSLZ T-REX 2X INVERSE TESLA DAILY TARGET ETF 0.0%
Value $301 Shares 19 Est. Cost $15.84 Unrealized
ABAT AMERICAN BATTERY TECHNOL 0.0%
Value $279 Shares 100 Est. Cost $4.28 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP CLASS CLASS B 0.0%
Value $262 Shares 29 Est. Cost $11.36 Unrealized 0.0%
MDB MONGODB INC CLASS CLASS A 0.0%
Value $244 Shares 1 Est. Cost $376.18 Unrealized 0.0%
BBUC BROOKFIELD BUSINESS CO FCLASS A 0.0%
Value $189 Shares 6 Est. Cost $31.50 Unrealized
DNN DENISON MINES CORP F 0.0%
Value $176 Shares 50 Est. Cost $3.77 Unrealized 0.0%
HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value $145 Shares 6 Est. Cost $24.17 Unrealized
CHPT CHARGEPOINT HLDGS INC CLASS A 0.0%
Value $140 Shares 29 Est. Cost $6.44 Unrealized 0.0%
JBI JANUS INTL GROUP INC 0.0%
Value $128 Shares 25 Est. Cost $7.01 Unrealized 0.0%
BNT BROOKFIELD WEALTH SO A FCLASS A 0.0%
Value $124 Shares 3 Est. Cost $46.85 Unrealized 0.0%
DBX DROPBOX INC CLASS CLASS A 0.0%
Value $113 Shares 5 Est. Cost $25.71 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value $109 Shares 8 Est. Cost $14.08 Unrealized 0.0%
SNDL SNDL INC F 0.0%
Value $85 Shares 65 Est. Cost $1.58 Unrealized 0.0%
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value $84 Shares 2 Est. Cost $42.00 Unrealized
TLRY TILRAY BRANDS INC 0.0%
Value $64 Shares 10 Est. Cost $8.34 Unrealized 0.0%
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY 0.0%
Value $61 Shares 2 Est. Cost $20.94 Unrealized 0.0%
BIPC BROOKFIELD INFRASTRU FCLASS A 0.0%
Value $39 Shares 1 Est. Cost $47.03 Unrealized 0.0%
HOTH HOTH THERAPEUTICS INC 0.0%
Value $33 Shares 40 Est. Cost $0.99 Unrealized 0.0%
AMC AMC ENTMT HLDGS INC CLASS CLASS A 0.0%
Value $33 Shares 34 Est. Cost $1.43 Unrealized 0.0%
CTRM CASTOR MARITIME INC F 0.0%
Value $27 Shares 15 Est. Cost $2.18 Unrealized 0.0%
TRAW TRAWS PHARMA INC 0.0%
Value $9 Shares 5 Est. Cost $1.87 Unrealized 0.0%
USEA UNITED MARITIME CORP F 0.0%
Value $8 Shares 4 Est. Cost $1.81 Unrealized 0.0%
ITP IT TECH PACKAGING INC 0.0%
Value $1 Shares 6 Est. Cost $0.22 Unrealized 0.0%
ITRM ITERUM THERAPEUTICS PL F 0.0%
Value $1 Shares 66 Est. Cost $0.30 Unrealized 0.0%
WPRT WESTPORT FUEL SYSTEM I F 0.0%
Value $1 Shares 1 Est. Cost $2.02 Unrealized 0.0%