Palisade Asset Management, LLC Diversified Active

CIK: 0001434323 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $1,025,780 (100.0% shares, 0.0% debt)

Holdings (193)

Increased Positions (37)

ADP AUTOMATIC DATA PROCESSING IN 1.6%
Value ($000) $15,945 (-11.2%) Shares 61,987 (+1.3%) Est. Cost $114.12 Unrealized +132.1%
TRV TRAVELERS COMPANIES INC 0.8%
Value ($000) $8,496 (+16.4%) Shares 29,292 (+12.0%) Est. Cost $115.02 Unrealized +144.0%
PEP PepsiCo Inc 1.6%
Value ($000) $16,432 (+6.9%) Shares 114,493 (+4.6%) Est. Cost $86.35 Unrealized +69.0%
MRK Merck & Co Inc 0.4%
Value ($000) $3,714 (+29.7%) Shares 35,284 (+3.4%) Est. Cost $63.40 Unrealized +47.1%
GOOG ALPHABET INC 0.3%
Value ($000) $3,251 (+31.6%) Shares 10,359 (+2.1%) Est. Cost $128.71 Unrealized +122.5%
FDS FACTSET RESH SYS INC 0.2%
Value ($000) $1,703 (+82.7%) Shares 5,870 (+80.3%) Est. Cost $345.75 Unrealized -19.0%
FDX FedEx Corp 0.3%
Value ($000) $3,171 (+28.4%) Shares 10,978 (+4.8%) Est. Cost $200.56 Unrealized +30.4%
NEE NextEra Energy Inc 0.3%
Value ($000) $3,335 (+18.4%) Shares 41,537 (+11.3%) Est. Cost $67.45 Unrealized +22.3%
IEFA ISHARES TR 0.4%
Value ($000) $4,575 (+6.0%) Shares 51,144 (+3.5%) Est. Cost $1172.43 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $1,229 (-17.4%) Shares 5,061 (+1.1%) Est. Cost $189.06 Unrealized +41.4%
IJR ISHARES TR 0.5%
Value ($000) $4,794 (+5.6%) Shares 39,889 (+4.5%) Est. Cost $100.86 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $5,170 (+4.9%) Shares 78,328 (+3.8%) Est. Cost $84.04 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $233 (+14258.9%) Shares 1,452 (+14420.0%) Est. Cost $153.65 Unrealized -0.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,589 (+13.9%) Shares 17,047 (+2.4%) Est. Cost $39.71 Unrealized +118.1%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,140 (+15.4%) Shares 18,244 (+10.7%) Est. Cost $34881.00 Unrealized
GHC GRAHAM HLDGS CO 0.1%
Value ($000) $525 (+36.4%) Shares 478 (+46.2%) Est. Cost $754.64 Unrealized +41.4%
NKE Nike Inc 0.2%
Value ($000) $2,100 (-6.1%) Shares 32,956 (+2.8%) Est. Cost $51.07 Unrealized +27.1%
OEF ISHARES TR 0.1%
Value ($000) $927 (+17.3%) Shares 2,704 (+13.8%) Est. Cost $222.16 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,161 (+13.2%) Shares 5,032 (+7.6%) Est. Cost $137.89 Unrealized +65.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,081 (+13.3%) Shares 9,500 (+14.0%) Est. Cost $105.36 Unrealized +4.0%
AVGO BROADCOM INC 0.1%
Value ($000) $1,113 (+12.1%) Shares 3,216 (+6.9%) Est. Cost $171.65 Unrealized +108.0%
UNP UNION PAC CORP 0.2%
Value ($000) $1,549 (+4.8%) Shares 6,698 (+7.0%) Est. Cost $131.95 Unrealized +72.3%
IEMG ISHARES INC 0.1%
Value ($000) $1,002 (+7.2%) Shares 14,908 (+5.1%) Est. Cost $52.88 Unrealized
CSX CSX CORP 0.0%
Value ($000) $224 (+36.0%) Shares 6,171 (+33.3%) Est. Cost $34.37 Unrealized +3.9%
ETN EATON CORP PLC 0.0%
Value ($000) $401 (-11.6%) Shares 1,259 (+3.9%) Est. Cost $220.05 Unrealized +61.1%
GEV GE VERNOVA LLC 0.0%
Value ($000) $290 (+20.1%) Shares 444 (+13.0%) Est. Cost $438.15 Unrealized +39.0%
NOW SERVICENOW INC 0.0%
Value ($000) $235 (-16.8%) Shares 1,535 (+400.0%) Est. Cost $163.28 Unrealized +5.1%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $850 (+4.8%) Shares 11,261 (+2.1%) Est. Cost $60.60 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $605 (-5.5%) Shares 702 (+1.4%) Est. Cost $361.65 Unrealized +150.4%
BRK/B Berkshire Hathaway Inc Del 0.2%
Value ($000) $1,720 (+2.1%) Shares 3,422 (+2.1%) Est. Cost $262.41 Unrealized +89.6%
IVV ISHARES TR 0.0%
Value ($000) $472 (+7.9%) Shares 689 (+5.4%) Est. Cost $561.74 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $241 (+16.3%) Shares 689 (+17.2%) Est. Cost $353.17 Unrealized -3.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $220 (+10.8%) Shares 1,558 (+8.3%) Est. Cost $138.05 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $278 (+6.3%) Shares 421 (+18.3%) Est. Cost $631.96 Unrealized +5.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $917 (+1.3%) Shares 15,256 (+6.8%) Est. Cost $23.32 Unrealized +157.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,176 (+0.1%) Shares 26,300 (+100.0%) Est. Cost $45.13 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $1,184 (+0.0%) Shares 12,649 (+1.1%) Est. Cost $50.23 Unrealized +79.2%

Exited Positions (508)

ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $2,624 Shares 102,070 Est. Cost $20.28 Unrealized +26.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $351 Shares 19,173 Est. Cost $23.65 Unrealized -25.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $277 Shares 3,729 Est. Cost $66.47 Unrealized +5.1%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $197 Shares 2,561 Est. Cost $44.43 Unrealized +58.1%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $197 Shares 570 Est. Cost $271.66 Unrealized +30.1%
HDV ISHARES TR 0.0%
Value ($000) $195 Shares 1,589 Est. Cost $122.45 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $192 Shares 1,807 Est. Cost $106.49 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $189 Shares 1,772 Est. Cost $105.26 Unrealized -4.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $170 Shares 1,500 Est. Cost $103.16 Unrealized +10.8%
HUBB HUBBELL INC 0.0%
Value ($000) $170 Shares 394 Est. Cost $428.19 Unrealized +2.1%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $165 Shares 110 Est. Cost $1046.73 Unrealized +64.5%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $164 Shares 6,223 Est. Cost $26.34 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $163 Shares 326 Est. Cost $448.15 Unrealized +6.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $157 Shares 2,337 Est. Cost $70.32 Unrealized -7.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $156 Shares 440 Est. Cost $355.47 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $154 Shares 7,445 Est. Cost $20.69 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $154 Shares 2,700 Est. Cost $56.28 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $150 Shares 860 Est. Cost $174.58 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $147 Shares 5,400 Est. Cost $27.29 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $147 Shares 1,100 Est. Cost $143.40 Unrealized -14.3%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $144 Shares 3,000 Est. Cost $47.75 Unrealized -13.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $141 Shares 1,252 Est. Cost $108.19 Unrealized +8.8%
IUSG ISHARES TR 0.0%
Value ($000) $138 Shares 840 Est. Cost $164.54 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $135 Shares 2,527 Est. Cost $53.40 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $128 Shares 1,000 Est. Cost $128.03 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $125 Shares 996 Est. Cost $125.95 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $124 Shares 1,053 Est. Cost $119.99 Unrealized -9.8%
GOVT ISHARES TR 0.0%
Value ($000) $124 Shares 5,365 Est. Cost $23.12 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $123 Shares 5,015 Est. Cost $21.88 Unrealized +7.1%
IUSV ISHARES TR 0.0%
Value ($000) $122 Shares 1,222 Est. Cost $99.95 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $122 Shares 1,591 Est. Cost $76.72 Unrealized
FUL FULLER H B CO 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $59.56 Unrealized -1.8%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $112 Shares 600 Est. Cost $186.78 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $110 Shares 1,760 Est. Cost $63.41 Unrealized -10.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $110 Shares 2,552 Est. Cost $42.96 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $110 Shares 1,974 Est. Cost $55.49 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $109 Shares 391 Est. Cost $279.29 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $109 Shares 511 Est. Cost $217.80 Unrealized +2.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $107 Shares 3,203 Est. Cost $33.37 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $100 Shares 1,500 Est. Cost $69.22 Unrealized +1.7%
INTU INTUIT 0.0%
Value ($000) $96 Shares 141 Est. Cost $719.44 Unrealized -8.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $95 Shares 1,633 Est. Cost $54.21 Unrealized +8.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $92 Shares 192 Est. Cost $479.61 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $91 Shares 2,102 Est. Cost $43.41 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $90 Shares 750 Est. Cost $119.51 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $89 Shares 2,113 Est. Cost $68.29 Unrealized -40.3%
FTV FORTIVE CORP 0.0%
Value ($000) $88 Shares 1,800 Est. Cost $49.17 Unrealized +5.5%
MSCI MSCI INC 0.0%
Value ($000) $85 Shares 150 Est. Cost $562.63 Unrealized -0.5%
SAP SAP SE 0.0%
Value ($000) $84 Shares 316 Est. Cost $267.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $84 Shares 1,412 Est. Cost $67.63 Unrealized -17.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $82 Shares 137 Est. Cost $600.37 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 3,900 Est. Cost $21.07 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $82 Shares 2,261 Est. Cost $36.16 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $81 Shares 1,200 Est. Cost $79.14 Unrealized -18.3%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $81 Shares 1,600 Est. Cost $50.40 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $81 Shares 180 Est. Cost $451.98 Unrealized -3.8%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $80 Shares 2,559 Est. Cost $31.16 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $76 Shares 429 Est. Cost $150.25 Unrealized -9.2%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $72 Shares 922 Est. Cost $78.09 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $70 Shares 714 Est. Cost $98.59 Unrealized -4.1%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $70 Shares 1,410 Est. Cost $49.46 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $69 Shares 1,515 Est. Cost $45.42 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $68 Shares 2,634 Est. Cost $25.71 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $67 Shares 991 Est. Cost $72.16 Unrealized -10.6%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $67 Shares 845 Est. Cost $78.91 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $66 Shares 222 Est. Cost $281.43 Unrealized -5.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $65 Shares 488 Est. Cost $105.52 Unrealized +47.2%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $65 Shares 922 Est. Cost $70.85 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $65 Shares 683 Est. Cost $95.15 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $62 Shares 763 Est. Cost $74.34 Unrealized +1.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $60 Shares 1,725 Est. Cost $33.63 Unrealized +3.3%
DOV DOVER CORP 0.0%
Value ($000) $60 Shares 360 Est. Cost $178.62 Unrealized +1.8%
SURMODICS INC 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $29.89 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $59 Shares 2,083 Est. Cost $26.97 Unrealized -0.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 206 Est. Cost $281.86 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $58 Shares 102 Est. Cost $573.47 Unrealized -2.5%
IWP ISHARES TR 0.0%
Value ($000) $57 Shares 400 Est. Cost $142.41 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $57 Shares 1,653 Est. Cost $34.34 Unrealized
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $55 Shares 1,007 Est. Cost $54.85 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 250 Est. Cost $209.34 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $52 Shares 1,145 Est. Cost $45.21 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $51 Shares 900 Est. Cost $56.80 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $49 Shares 254 Est. Cost $191.09 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 228 Est. Cost $208.71 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $47 Shares 302 Est. Cost $153.58 Unrealized +22.2%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $47 Shares 763 Est. Cost $61.18 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $46 Shares 417 Est. Cost $112.28 Unrealized +7.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $46 Shares 1,341 Est. Cost $34.34 Unrealized +5.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $46 Shares 94 Est. Cost $464.78 Unrealized +21.6%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $45 Shares 157 Est. Cost $281.51 Unrealized -1.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $45 Shares 92 Est. Cost $454.77 Unrealized +12.0%
AES AES CORP 0.0%
Value ($000) $45 Shares 3,400 Est. Cost $12.77 Unrealized +9.9%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $44 Shares 3,800 Est. Cost $11.69 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $43 Shares 310 Est. Cost $139.67 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $43 Shares 965 Est. Cost $44.51 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $42 Shares 207 Est. Cost $195.75 Unrealized -1.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $41 Shares 138 Est. Cost $276.03 Unrealized +4.6%
BP BP PLC 0.0%
Value ($000) $41 Shares 1,187 Est. Cost $34.46 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $41 Shares 543 Est. Cost $74.54 Unrealized +4.5%
AGX ARGAN INC 0.0%
Value ($000) $41 Shares 150 Est. Cost $228.35 Unrealized +38.8%
BAX BAXTER INTL INC 0.0%
Value ($000) $39 Shares 1,720 Est. Cost $25.23 Unrealized -20.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $37 Shares 370 Est. Cost $99.12 Unrealized -0.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $37 Shares 156 Est. Cost $169.71 Unrealized +52.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $37 Shares 206 Est. Cost $178.73 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $36 Shares 74 Est. Cost $533.84 Unrealized -7.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 393 Est. Cost $91.42 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 191 Est. Cost $186.49 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $34 Shares 45 Est. Cost $746.64 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $33 Shares 164 Est. Cost $191.42 Unrealized +5.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $33 Shares 159 Est. Cost $224.53 Unrealized -21.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.27 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 680 Est. Cost $45.51 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $31 Shares 144 Est. Cost $200.20 Unrealized +1.9%
SNY SANOFI SA 0.0%
Value ($000) $30 Shares 646 Est. Cost $47.20 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $28.60 Unrealized +1.8%
IVE ISHARES TR 0.0%
Value ($000) $29 Shares 141 Est. Cost $206.51 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $29 Shares 406 Est. Cost $72.04 Unrealized +5.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $29 Shares 85 Est. Cost $339.07 Unrealized -12.1%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $29 Shares 3,225 Est. Cost $9.53 Unrealized +3.3%
FTNT FORTINET INC 0.0%
Value ($000) $28 Shares 330 Est. Cost $89.23 Unrealized -7.1%
HAUZ DBX ETF TR 0.0%
Value ($000) $27 Shares 1,145 Est. Cost $23.55 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $27 Shares 300 Est. Cost $88.96 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $26 Shares 62 Est. Cost $386.45 Unrealized +20.0%
NFLX NETFLIX INC 0.0%
Value ($000) $26 Shares 22 Est. Cost $122.05 Unrealized -11.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $26 Shares 1,525 Est. Cost $16.82 Unrealized -3.1%
RAL RALLIANT CORP 0.0%
Value ($000) $26 Shares 600 Est. Cost $44.46 Unrealized +5.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $26 Shares 518 Est. Cost $49.79 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $26 Shares 328 Est. Cost $31.14 Unrealized +20.0%
BBY BEST BUY INC 0.0%
Value ($000) $25 Shares 334 Est. Cost $70.01 Unrealized +7.8%
UNILEVER PLC 0.0%
Value ($000) $25 Shares 422 Est. Cost $59.28 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 1,144 Est. Cost $21.57 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $24 Shares 241 Est. Cost $100.29 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $24 Shares 289 Est. Cost $82.72 Unrealized -2.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $24 Shares 137 Est. Cost $168.66 Unrealized -3.3%
WELL WELLTOWER INC 0.0%
Value ($000) $23 Shares 131 Est. Cost $163.41 Unrealized +14.1%
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $23 Shares 982 Est. Cost $23.08 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $23 Shares 95 Est. Cost $251.43 Unrealized -1.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $22 Shares 91 Est. Cost $238.95 Unrealized +4.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $22 Shares 1,511 Est. Cost $13.40 Unrealized +18.5%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 872 Est. Cost $25.42 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $21 Shares 130 Est. Cost $170.70 Unrealized +0.9%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $21 Shares 46 Est. Cost $448.33 Unrealized -10.6%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $21 Shares 160 Est. Cost $131.24 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $21 Shares 93 Est. Cost $223.68 Unrealized -5.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $20 Shares 48 Est. Cost $426.60 Unrealized -3.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $20 Shares 29 Est. Cost $699.24 Unrealized -10.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $20 Shares 86 Est. Cost $233.28 Unrealized -8.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $19 Shares 419 Est. Cost $44.34 Unrealized +3.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $19 Shares 206 Est. Cost $90.13 Unrealized -1.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $18 Shares 91 Est. Cost $204.01 Unrealized -8.6%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $14.54 Unrealized +20.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $17 Shares 54 Est. Cost $308.14 Unrealized +9.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 125 Est. Cost $139.18 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $17 Shares 191 Est. Cost $89.67 Unrealized +2.0%
DHI D R HORTON INC 0.0%
Value ($000) $17 Shares 102 Est. Cost $156.63 Unrealized -2.9%
KKR KKR & CO INC 0.0%
Value ($000) $17 Shares 131 Est. Cost $141.65 Unrealized -12.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $17 Shares 534 Est. Cost $33.16 Unrealized -14.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $17 Shares 21 Est. Cost $734.84 Unrealized +10.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $17 Shares 102 Est. Cost $161.38 Unrealized +39.2%
RFIL RF INDS LTD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $7.44 Unrealized -6.9%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $16 Shares 82 Est. Cost $182.11 Unrealized +9.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $16 Shares 26 Est. Cost $563.27 Unrealized +2.8%
EFAV ISHARES TR 0.0%
Value ($000) $16 Shares 186 Est. Cost $84.83 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $15 Shares 216 Est. Cost $62.79 Unrealized +6.5%
WRB BERKLEY W R CORP 0.0%
Value ($000) $15 Shares 192 Est. Cost $70.00 Unrealized +3.9%
DASH DOORDASH INC 0.0%
Value ($000) $15 Shares 54 Est. Cost $250.83 Unrealized -6.5%
PCAR PACCAR INC 0.0%
Value ($000) $14 Shares 147 Est. Cost $96.91 Unrealized +4.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 56 Est. Cost $254.29 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 31 Est. Cost $407.20 Unrealized +8.7%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 99 Est. Cost $142.56 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $14 Shares 56 Est. Cost $231.70 Unrealized -8.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $14 Shares 39 Est. Cost $343.44 Unrealized +9.3%
THRM GENTHERM INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $33.83 Unrealized +6.4%
ARKG ARK ETF TR 0.0%
Value ($000) $13 Shares 480 Est. Cost $27.77 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $157.20 Unrealized +8.6%
BX BLACKSTONE INC 0.0%
Value ($000) $13 Shares 77 Est. Cost $169.47 Unrealized -10.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $13 Shares 121 Est. Cost $100.52 Unrealized -2.8%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 126 Est. Cost $94.11 Unrealized +10.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 69 Est. Cost $162.07 Unrealized +11.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $12 Shares 186 Est. Cost $61.42 Unrealized -3.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $12 Shares 614 Est. Cost $13.62 Unrealized +71.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $103.23 Unrealized +3.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $11 Shares 23 Est. Cost $565.30 Unrealized -21.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 19 Est. Cost $547.47 Unrealized -3.8%
BAC BANK AMERICA CORP 0.0%
Value ($000) $11 Shares 214 Est. Cost $48.34 Unrealized +8.9%
NEM NEWMONT CORP 0.0%
Value ($000) $11 Shares 131 Est. Cost $69.39 Unrealized +30.0%
MET METLIFE INC 0.0%
Value ($000) $11 Shares 134 Est. Cost $77.91 Unrealized +1.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $11 Shares 280 Est. Cost $45.03 Unrealized -19.7%
CTAS CINTAS CORP 0.0%
Value ($000) $11 Shares 53 Est. Cost $212.83 Unrealized -11.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $10 Shares 35 Est. Cost $293.19 Unrealized -4.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $270.09 Unrealized +0.8%
GLW CORNING INC 0.0%
Value ($000) $10 Shares 118 Est. Cost $64.97 Unrealized +32.3%
BSY BENTLEY SYS INC 0.0%
Value ($000) $9 Shares 181 Est. Cost $54.63 Unrealized -16.7%
ALC ALCON AG 0.0%
Value ($000) $9 Shares 125 Est. Cost $83.45 Unrealized -7.7%
IJS ISHARES TR 0.0%
Value ($000) $9 Shares 84 Est. Cost $110.60 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $9 Shares 34 Est. Cost $285.50 Unrealized -11.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $9 Shares 335 Est. Cost $26.49 Unrealized -7.0%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $9 Shares 185 Est. Cost $42.93 Unrealized +8.9%
BRO BROWN & BROWN INC 0.0%
Value ($000) $9 Shares 92 Est. Cost $97.18 Unrealized -14.2%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $19.02 Unrealized -17.8%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $8 Shares 29 Est. Cost $266.78 Unrealized -0.6%
TER TERADYNE INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $109.09 Unrealized +57.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $8 Shares 26 Est. Cost $300.20 Unrealized -12.0%
XYZ BLOCK INC 0.0%
Value ($000) $8 Shares 111 Est. Cost $74.85 Unrealized -7.8%
ROL ROLLINS INC 0.0%
Value ($000) $8 Shares 136 Est. Cost $56.61 Unrealized +3.6%
THO THOR INDS INC 0.0%
Value ($000) $8 Shares 77 Est. Cost $99.75 Unrealized +3.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $8 Shares 63 Est. Cost $119.80 Unrealized +1.5%
DOW DOW INC 0.0%
Value ($000) $8 Shares 328 Est. Cost $24.31 Unrealized -6.3%
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.50 Unrealized +0.3%
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $7 Shares 1,800 Est. Cost $4.12 Unrealized +6.4%
GSAT GLOBALSTAR INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.66 Unrealized +92.7%
EFX EQUIFAX INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $250.41 Unrealized -12.7%
WSO WATSCO INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $427.59 Unrealized -16.5%
POOL POOL CORP 0.0%
Value ($000) $7 Shares 22 Est. Cost $311.31 Unrealized -16.7%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 68 Est. Cost $97.82 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $7 Shares 29 Est. Cost $219.03 Unrealized +7.0%
APP APPLOVIN CORP 0.0%
Value ($000) $6 Shares 9 Est. Cost $461.14 Unrealized +36.6%
AON AON PLC 0.0%
Value ($000) $6 Shares 18 Est. Cost $361.49 Unrealized -3.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 55 Est. Cost $108.29 Unrealized +14.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $6 Shares 19 Est. Cost $378.29 Unrealized -14.7%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $6 Shares 18 Est. Cost $362.48 Unrealized -2.4%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $6 Shares 60 Est. Cost $99.53 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $6 Shares 67 Est. Cost $92.14 Unrealized -2.6%
COO COOPER COS INC 0.0%
Value ($000) $6 Shares 86 Est. Cost $70.83 Unrealized +5.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 1 Est. Cost $5563.60 Unrealized -7.7%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $165.03 Unrealized +0.7%
MOS MOSAIC CO NEW 0.0%
Value ($000) $5 Shares 152 Est. Cost $33.96 Unrealized -21.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $5 Shares 20 Est. Cost $267.49 Unrealized +6.7%
B BARRICK MNG CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $25.15 Unrealized +48.8%
CBRE CBRE GROUP INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $154.70 Unrealized +1.6%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $5 Shares 40 Est. Cost $116.62 Unrealized +13.6%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $121.41 Unrealized -21.8%
IT GARTNER INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $291.66 Unrealized -17.5%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $135.67 Unrealized -6.7%
BN BROOKFIELD CORP 0.0%
Value ($000) $4 Shares 59 Est. Cost $44.20 Unrealized +3.0%
KVUE KENVUE INC 0.0%
Value ($000) $4 Shares 248 Est. Cost $20.06 Unrealized -19.0%
GSK GSK PLC 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.16 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $4 Shares 63 Est. Cost $69.01 Unrealized -24.6%
DEO DIAGEO PLC 0.0%
Value ($000) $4 Shares 40 Est. Cost $95.45 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 138 Est. Cost $26.96 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $581.04 Unrealized -14.0%
SAIA SAIA INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $301.66 Unrealized +0.2%
TLT ISHARES TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $89.38 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $135.57 Unrealized +18.4%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $4 Shares 18 Est. Cost $185.53 Unrealized +2.8%
CRH CRH PLC 0.0%
Value ($000) $3 Shares 29 Est. Cost $105.61 Unrealized +12.8%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $3 Shares 135 Est. Cost $30.82 Unrealized -11.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $166.65 Unrealized +11.3%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $3 Shares 15 Est. Cost $200.01 Unrealized +15.6%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.90 Unrealized -5.4%
IXUS ISHARES TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $82.59 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $3 Shares 18 Est. Cost $165.14 Unrealized +0.9%
VMC VULCAN MATLS CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $283.25 Unrealized +3.5%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $3 Shares 54 Est. Cost $61.29 Unrealized -10.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $3 Shares 28 Est. Cost $101.35 Unrealized +9.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 21 Est. Cost $144.44 Unrealized -10.5%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.08 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 65 Est. Cost $42.11 Unrealized +8.6%
WAT WATERS CORP 0.0%
Value ($000) $3 Shares 9 Est. Cost $301.75 Unrealized +21.9%
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $243.08 Unrealized -2.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $3 Shares 86 Est. Cost $30.84 Unrealized +10.1%
MC MOELIS & CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $69.74 Unrealized -5.7%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $3 Shares 125 Est. Cost $20.22 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $102.22 Unrealized -10.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $140.03 Unrealized -4.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.04 Unrealized +1.4%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.83 Unrealized +8.0%
BXP BXP INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $69.22 Unrealized +1.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $55.55 Unrealized +26.7%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $2 Shares 18 Est. Cost $132.75 Unrealized -9.2%
L LOEWS CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $94.44 Unrealized +9.3%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $304.73 Unrealized -0.7%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.09 Unrealized +7.6%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $2 Shares 112 Est. Cost $21.74 Unrealized -24.4%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 217 Est. Cost $9.56 Unrealized +12.1%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $452.97 Unrealized -10.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $118.30 Unrealized +14.7%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $2 Shares 6 Est. Cost $322.11 Unrealized +1.4%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $2 Shares 19 Est. Cost $115.81 Unrealized -12.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $93.52 Unrealized -3.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.02 Unrealized -4.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.24 Unrealized -3.5%
ING ING GROEP N.V. 0.0%
Value ($000) $2 Shares 74 Est. Cost $26.08 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $231.22 Unrealized -1.7%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 46 Est. Cost $40.11 Unrealized +5.4%
DOX AMDOCS LTD 0.0%
Value ($000) $2 Shares 23 Est. Cost $85.57 Unrealized -6.6%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $158.82 Unrealized +14.2%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.87 Unrealized -18.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $165.25 Unrealized +22.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.38 Unrealized -9.6%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $128.77 Unrealized +6.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $2 Shares 66 Est. Cost $25.19 Unrealized -8.7%
INFORMATICA INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $24.85 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $2 Shares 60 Est. Cost $25.54 Unrealized -0.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $417.92 Unrealized +3.1%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $2 Shares 148 Est. Cost $10.49 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $2 Shares 75 Est. Cost $20.68 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $2 Shares 31 Est. Cost $46.18 Unrealized -5.7%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.35 Unrealized -21.1%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 24 Est. Cost $59.71 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $70.97 Unrealized -1.3%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 180 Est. Cost $8.30 Unrealized -4.7%
KR KROGER CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $69.08 Unrealized -5.6%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $127.36 Unrealized +3.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 49 Est. Cost $27.14 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 24 Est. Cost $55.33 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $18.94 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1364.80 Unrealized -4.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $169.06 Unrealized +6.5%
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $110.08 Unrealized +8.1%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.08 Unrealized -5.4%
SONY SONY GROUP CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.80 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $357.61 Unrealized +3.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.42 Unrealized +14.8%
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $57.68 Unrealized +13.3%
RELX RELX PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.77 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $180.78 Unrealized +32.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.11 Unrealized +0.7%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $94.50 Unrealized +3.0%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.50 Unrealized -5.5%
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $69.90 Unrealized -7.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $181.84 Unrealized +19.7%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $72.69 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $1 Shares 205 Est. Cost $4.54 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $808.07 Unrealized +18.9%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.96 Unrealized -1.8%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $150.53 Unrealized -13.5%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $380.68 Unrealized +22.5%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $388.50 Unrealized +13.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.28 Unrealized +17.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.13 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.28 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $117.95 Unrealized -9.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.17 Unrealized +5.1%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $271.63 Unrealized -0.1%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.19 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $146.07 Unrealized +1.1%
ARGX ARGENX SE 0.0%
Value ($000) $1 Shares 1 Est. Cost $738.00 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $240.31 Unrealized -12.1%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $758.81 Unrealized -18.2%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $1 Shares 45 Est. Cost $15.96 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.32 Unrealized +3.5%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.00 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.10 Unrealized -8.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $177.73 Unrealized -12.1%
ALLY ALLY FINL INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.39 Unrealized +3.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.20 Unrealized -7.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.18 Unrealized +18.4%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 62 Est. Cost $9.78 Unrealized -19.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $322.17 Unrealized +12.7%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 98 Est. Cost $6.70 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.01 Unrealized -0.8%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $1 Shares 39 Est. Cost $16.74 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $155.26 Unrealized +6.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 47 Est. Cost $14.20 Unrealized -3.2%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.71 Unrealized +10.0%
UBS UBS GROUP AG 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.84 Unrealized +4.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 10 Est. Cost $59.70 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $564.28 Unrealized +20.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $87.11 Unrealized +8.5%
LCII LCI INDS 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.16 Unrealized +7.7%
NWG NATWEST GROUP PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $14.15 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 16 Est. Cost $34.19 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.94 Unrealized +2.1%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $1 Shares 6 Est. Cost $91.34 Unrealized -1.9%
PHM PULTE GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $123.78 Unrealized -1.1%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.67 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $21.87 Unrealized +20.2%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $37.91 Unrealized +7.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $71.07 Unrealized +2.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $160.05 Unrealized +7.7%
SEIC SEI INVTS CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $88.30 Unrealized -7.5%
MLI MUELLER INDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $91.43 Unrealized +17.4%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $141.79 Unrealized +20.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $531.36 Unrealized -13.0%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $129.37 Unrealized -3.7%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $502.63 Unrealized -3.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $235.04 Unrealized -10.7%
HRB BLOCK H & R INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.02 Unrealized -10.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $214.74 Unrealized +13.7%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $23.81 Unrealized +5.4%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $25.59 Unrealized +1.5%
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.78 Unrealized -3.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.18 Unrealized +9.0%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $46.72 Unrealized +9.8%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $130.53 Unrealized +4.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.37 Unrealized +4.8%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.00 Unrealized +4.2%
DVA DAVITA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $137.31 Unrealized -11.4%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.71 Unrealized -9.6%
MTB M & T BK CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $193.71 Unrealized -1.9%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.63 Unrealized -2.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.20 Unrealized +0.3%
ALAB ASTERA LABS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.44 Unrealized +1.7%
IX ORIX CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $26.13 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.33 Unrealized -1.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.89 Unrealized -8.3%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.42 Unrealized +1.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.75 Unrealized +29.9%
AS AMER SPORTS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.71 Unrealized -9.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.04 Unrealized +13.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $176.64 Unrealized +3.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.06 Unrealized -6.1%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.33 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.03 Unrealized -5.1%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 1 Est. Cost $326.18 Unrealized +3.6%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.28 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.58 Unrealized +7.2%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.38 Unrealized +10.1%
WPC WP CAREY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.60 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.15 Unrealized +1.8%
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.83 Unrealized
KT KT CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $19.53 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.20 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.69 Unrealized -10.6%
KEY KEYCORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $18.18 Unrealized +1.7%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.99 Unrealized -9.0%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.57 Unrealized +3.5%
SN SHARKNINJA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $114.21 Unrealized -13.7%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $313.31 Unrealized -0.2%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $94.72 Unrealized -2.0%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $0 Shares 36 Est. Cost $8.28 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.28 Unrealized +1.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $0 Shares 12 Est. Cost $24.42 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.85 Unrealized +4.4%
LYFT LYFT INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.73 Unrealized +24.2%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $137.70 Unrealized +14.8%
E ENI S P A 0.0%
Value ($000) $0 Shares 8 Est. Cost $35.00 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.28 Unrealized -14.6%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 1 Est. Cost $302.19 Unrealized -25.6%
LZB LA Z BOY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.67 Unrealized -4.5%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.53 Unrealized -5.6%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.51 Unrealized +6.6%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.86 Unrealized +0.3%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $88.36 Unrealized -7.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.15 Unrealized -9.0%
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.00 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $93.30 Unrealized -6.3%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.25 Unrealized +3.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $88.37 Unrealized -19.8%
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $123.58 Unrealized -2.3%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $240.25 Unrealized +3.5%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.78 Unrealized +2.6%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.00 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.64 Unrealized -2.1%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.73 Unrealized +5.9%
FNV FRANCO NEV CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $180.19 Unrealized +12.5%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.71 Unrealized -5.4%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.20 Unrealized +5.3%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $14.36 Unrealized -10.9%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.65 Unrealized +23.0%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $181.53 Unrealized +6.7%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.33 Unrealized +1.6%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.13 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $0 Shares 18 Est. Cost $12.21 Unrealized -18.2%
VST VISTRA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $197.68 Unrealized -8.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $214.69 Unrealized -10.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $203.79 Unrealized -10.6%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 21 Est. Cost $9.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $20.22 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.00 Unrealized
TS TENARIS S A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.80 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.37 Unrealized
FNB F N B CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.72 Unrealized +3.5%
TFII TFI INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.50 Unrealized +1.7%
RVTY REVVITY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.71 Unrealized +5.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.46 Unrealized +0.8%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.96 Unrealized +48.3%
INCY INCYTE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.04 Unrealized +22.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.50 Unrealized +19.0%
G GENPACT LIMITED 0.0%
Value ($000) $0 Shares 4 Est. Cost $43.82 Unrealized -1.3%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.80 Unrealized +8.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.49 Unrealized +14.9%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.52 Unrealized +9.7%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.50 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.00 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $135.17 Unrealized +20.9%
WRBY WARBY PARKER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.26 Unrealized -13.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.83 Unrealized +3.9%
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.57 Unrealized +19.9%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.91 Unrealized -5.8%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.92 Unrealized +0.8%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.79 Unrealized -9.7%
RYVYL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.30 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.94 Unrealized +2.4%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.96 Unrealized +1.3%
MGA MAGNA INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.84 Unrealized +11.5%
OKTA OKTA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $93.37 Unrealized -6.5%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.57 Unrealized +6.0%
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.39 Unrealized +2.8%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $83.75 Unrealized -4.1%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $7.44 Unrealized -5.4%
Z ZILLOW GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.72 Unrealized -11.4%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.49 Unrealized +2.0%
TOST TOAST INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.41 Unrealized -17.0%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.10 Unrealized -5.4%
M MACYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $14.16 Unrealized +44.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.19 Unrealized +8.3%
STKH STEAKHOLDER FOODS LTD 0.0%
Value ($000) $0 Shares 13 Est. Cost $4.77 Unrealized
HILLENBRAND INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.50 Unrealized
F FORD MTR CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.33 Unrealized +13.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.41 Unrealized -0.7%
GLIBK GCI LIBERTY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.27 Unrealized -0.5%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.23 Unrealized -24.2%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.34 Unrealized -25.8%
RDN RADIAN GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.42 Unrealized +1.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.40 Unrealized -16.2%

Decreased Positions (73)

ORCL Oracle Corp 3.3%
Value ($000) $34,073 (-32.3%) Shares 174,816 (-2.3%) Est. Cost $44.20 Unrealized +438.6%
MSFT Microsoft Corp 6.0%
Value ($000) $61,994 (-9.4%) Shares 128,188 (-3.0%) Est. Cost $32.04 Unrealized +1462.2%
ABT ABBOTT LABS 2.5%
Value ($000) $25,557 (-11.2%) Shares 203,979 (-5.0%) Est. Cost $50.96 Unrealized +149.8%
AMGN Amgen Inc 2.4%
Value ($000) $24,203 (+14.6%) Shares 73,946 (-1.2%) Est. Cost $127.21 Unrealized +148.4%
CSCO CISCO SYS INC 2.7%
Value ($000) $27,499 (+10.8%) Shares 356,997 (-1.6%) Est. Cost $23.10 Unrealized +219.4%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $6,508 (-28.8%) Shares 37,066 (-22.0%) Est. Cost $207.93 Unrealized -13.3%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $15,733 (-12.4%) Shares 109,785 (-6.1%) Est. Cost $61.27 Unrealized +140.2%
UNH UnitedHealth Group Inc 2.6%
Value ($000) $26,426 (-7.6%) Shares 80,053 (-3.3%) Est. Cost $370.47 Unrealized -9.0%
JNJ Johnson & Johnson 2.1%
Value ($000) $21,360 (+9.3%) Shares 103,211 (-2.1%) Est. Cost $89.05 Unrealized +121.2%
RY ROYAL BK CDA 1.4%
Value ($000) $14,450 (+13.9%) Shares 84,756 (-1.5%) Est. Cost $71.32 Unrealized +115.3%
VZ Verizon Communications Inc 0.2%
Value ($000) $1,787 (-49.0%) Shares 43,869 (-45.0%) Est. Cost $32.37 Unrealized +25.1%
HSY HERSHEY CO 0.8%
Value ($000) $8,680 (-16.1%) Shares 47,697 (-13.8%) Est. Cost $177.52 Unrealized +2.6%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $8,017 (-17.0%) Shares 41,308 (-19.9%) Est. Cost $127.68 Unrealized +48.5%
BLK BLACKROCK INC 1.3%
Value ($000) $13,374 (-10.6%) Shares 12,495 (-2.7%) Est. Cost $991.05 Unrealized +9.9%
LLY LILLY ELI & CO 1.5%
Value ($000) $15,827 (+9.8%) Shares 14,727 (-22.0%) Est. Cost $76.86 Unrealized +1143.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $223 (-86.1%) Shares 3,805 (-85.5%) Est. Cost $47.52 Unrealized +25.8%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $11,946 (-10.1%) Shares 68,858 (-4.8%) Est. Cost $155.82 Unrealized +9.6%
AAPL Apple Inc 5.3%
Value ($000) $54,439 (+2.1%) Shares 200,245 (-4.3%) Est. Cost $111.89 Unrealized +139.8%
GPC Genuine Parts Co 0.2%
Value ($000) $2,288 (-32.1%) Shares 18,606 (-23.5%) Est. Cost $68.02 Unrealized +89.2%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $2,401 (-30.0%) Shares 23,795 (-13.8%) Est. Cost $79.04 Unrealized +37.1%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $3,718 (-21.2%) Shares 11,091 (-22.9%) Est. Cost $260.84 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 2.9%
Value ($000) $29,644 (+3.4%) Shares 100,077 (-1.6%) Est. Cost $109.12 Unrealized +173.8%
GIS GENERAL MLS INC 0.3%
Value ($000) $3,040 (-23.2%) Shares 65,378 (-16.7%) Est. Cost $47.08 Unrealized +0.8%
TGT Target Corp 1.4%
Value ($000) $14,839 (+6.5%) Shares 151,804 (-2.2%) Est. Cost $77.97 Unrealized +17.5%
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $12,373 (+7.1%) Shares 67,462 (-2.3%) Est. Cost $55.06 Unrealized +214.8%
LHX L3HARRIS TECHNOLOGIES INC 1.4%
Value ($000) $14,660 (-5.3%) Shares 49,937 (-1.5%) Est. Cost $181.71 Unrealized +58.7%
CAT Caterpillar Inc 0.5%
Value ($000) $4,917 (+18.8%) Shares 8,583 (-1.0%) Est. Cost $82.13 Unrealized +576.4%
XEL Xcel Energy Inc 0.6%
Value ($000) $6,100 (-10.5%) Shares 82,590 (-2.2%) Est. Cost $30.98 Unrealized +152.7%
BALL BALL CORP 0.8%
Value ($000) $7,772 (-8.4%) Shares 146,718 (-12.8%) Est. Cost $36.60 Unrealized +34.1%
CNP CenterPoint Energy Inc 0.2%
Value ($000) $1,930 (-26.7%) Shares 50,340 (-25.8%) Est. Cost $18.42 Unrealized +110.9%
GD General Dynamics Corp 1.4%
Value ($000) $14,627 (-3.7%) Shares 43,446 (-2.5%) Est. Cost $84.67 Unrealized +302.6%
ABBV AbbVie Inc 1.4%
Value ($000) $14,542 (-3.5%) Shares 63,643 (-2.2%) Est. Cost $96.28 Unrealized +136.3%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $12,293 (+4.3%) Shares 45,817 (-4.1%) Est. Cost $225.56 Unrealized +12.6%
SO Southern Co 0.4%
Value ($000) $3,654 (-12.0%) Shares 41,907 (-4.4%) Est. Cost $31.48 Unrealized +188.7%
FHI FEDERATED HERMES INC 0.1%
Value ($000) $1,102 (-31.1%) Shares 21,160 (-31.3%) Est. Cost $19.46 Unrealized +158.5%
AFL Aflac Inc 0.7%
Value ($000) $7,681 (-5.5%) Shares 69,654 (-4.3%) Est. Cost $30.68 Unrealized +258.0%
JPM JPMorgan Chase & Co 2.4%
Value ($000) $24,307 (-1.8%) Shares 75,437 (-3.8%) Est. Cost $90.17 Unrealized +243.3%
USB US BANCORP DEL 1.4%
Value ($000) $14,008 (+3.1%) Shares 262,516 (-6.6%) Est. Cost $35.50 Unrealized +37.2%
MDT Medtronic PLC 0.5%
Value ($000) $5,460 (-6.7%) Shares 56,838 (-7.5%) Est. Cost $70.39 Unrealized +38.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $239 (-60.4%) Shares 10,084 (-58.6%) Est. Cost $29.47 Unrealized -20.9%
XOM Exxon Mobil Corp 0.7%
Value ($000) $7,033 (+5.4%) Shares 58,440 (-1.2%) Est. Cost $54.24 Unrealized +112.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $437 (-42.1%) Shares 4,330 (-29.2%) Est. Cost $111.89 Unrealized -3.2%
T AT&T Inc 0.2%
Value ($000) $1,736 (-15.2%) Shares 69,879 (-3.5%) Est. Cost $14.36 Unrealized +76.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $467 (-38.5%) Shares 7,965 (-43.0%) Est. Cost $60.30 Unrealized -9.4%
SYY Sysco Corp 0.1%
Value ($000) $1,398 (-17.2%) Shares 18,978 (-7.5%) Est. Cost $30.52 Unrealized +147.4%
INTC Intel Corp 0.4%
Value ($000) $3,730 (+5.8%) Shares 101,079 (-3.8%) Est. Cost $27.95 Unrealized +35.1%
AXP American Express Co 0.2%
Value ($000) $2,402 (+9.1%) Shares 6,494 (-2.0%) Est. Cost $67.54 Unrealized +428.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1,341 (-10.1%) Shares 2,734 (-9.9%) Est. Cost $101.81 Unrealized +365.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $273 (-32.2%) Shares 3,680 (-31.9%) Est. Cost $76.82 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $1,795 (+7.7%) Shares 14,993 (-1.1%) Est. Cost $33.22 Unrealized +245.6%
IWF ISHARES TR 0.2%
Value ($000) $2,544 (-4.7%) Shares 5,375 (-5.7%) Est. Cost $134728.25 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $1,076 (-10.1%) Shares 10,849 (-24.3%) Est. Cost $90.24 Unrealized +2.8%
KO COCA COLA CO 0.3%
Value ($000) $2,862 (+4.0%) Shares 40,932 (-1.4%) Est. Cost $33.51 Unrealized +107.1%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $249 (-29.7%) Shares 3,141 (-35.3%) Est. Cost $60.70 Unrealized +26.2%
MCD MCDONALDS CORP 1.5%
Value ($000) $15,726 (-0.6%) Shares 51,454 (-1.2%) Est. Cost $88.67 Unrealized +244.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $273 (-25.9%) Shares 2,790 (-17.7%) Est. Cost $108.16 Unrealized -4.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $290 (+48.6%) Shares 1,016 (-12.9%) Est. Cost $127.82 Unrealized +79.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $853 (+12.3%) Shares 15,815 (-6.1%) Est. Cost $42.95 Unrealized +10.6%
LOW LOWES COS INC 0.2%
Value ($000) $1,598 (-5.1%) Shares 6,627 (-1.1%) Est. Cost $61.87 Unrealized +287.6%
DE Deere & Co 1.7%
Value ($000) $17,265 (-0.5%) Shares 37,084 (-2.3%) Est. Cost $81.78 Unrealized +471.9%
V VISA INC 1.5%
Value ($000) $15,287 (-0.5%) Shares 43,588 (-3.1%) Est. Cost $189.08 Unrealized +80.0%
IVW ISHARES TR 0.1%
Value ($000) $629 (-8.6%) Shares 5,106 (-10.5%) Est. Cost $35908.90 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $1,045 (-5.2%) Shares 41,961 (-3.0%) Est. Cost $22.30 Unrealized +12.2%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $588 (-8.7%) Shares 7,015 (-4.5%) Est. Cost $49.36 Unrealized +72.8%
PSX Phillips 66 0.1%
Value ($000) $543 (-9.0%) Shares 4,210 (-4.1%) Est. Cost $54.34 Unrealized +146.6%
TIP ISHARES TR 0.1%
Value ($000) $891 (-5.4%) Shares 8,106 (-4.3%) Est. Cost $90620.57 Unrealized
MMM 3M Co 1.4%
Value ($000) $14,815 (+0.3%) Shares 92,537 (-2.8%) Est. Cost $91.96 Unrealized +77.4%
SHEL SHELL PLC 0.0%
Value ($000) $246 (-12.9%) Shares 3,350 (-15.2%) Est. Cost $60.91 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,320 (-2.3%) Shares 9,486 (-1.6%) Est. Cost $78009.20 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,199 (-1.2%) Shares 5,457 (-3.0%) Est. Cost $52883.29 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $521 (-2.1%) Shares 5,220 (-1.8%) Est. Cost $19249.26 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $481 (-1.8%) Shares 5,709 (-1.3%) Est. Cost $64.47 Unrealized +30.4%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $657 (-0.1%) Shares 4,812 (-1.5%) Est. Cost $50.33 Unrealized +159.8%

Unchanged Positions (83)

HD HOME DEPOT INC 2.3%
Value ($000) $23,456 Shares 68,165 Est. Cost $71.03 Unrealized +413.3%
TSCO Tractor Supply Co 0.9%
Value ($000) $9,486 Shares 189,688 Est. Cost $51.28 Unrealized +4.7%
ECL Ecolab Inc 2.0%
Value ($000) $20,176 Shares 76,854 Est. Cost $139.37 Unrealized +90.7%
FAST Fastenal Co 0.4%
Value ($000) $4,368 Shares 108,836 Est. Cost $26.63 Unrealized +57.8%
GOOGL ALPHABET INC 0.4%
Value ($000) $4,137 Shares 13,217 Est. Cost $126.73 Unrealized +125.4%
TJX TJX COS INC NEW 1.5%
Value ($000) $15,748 Shares 102,517 Est. Cost $38.95 Unrealized +279.2%
FISV FISERV INC 0.1%
Value ($000) $830 Shares 12,353 Est. Cost $82.99 Unrealized +1.1%
SYK STRYKER CORPORATION 1.3%
Value ($000) $13,190 Shares 37,529 Est. Cost $125.60 Unrealized +189.4%
DHR DANAHER CORPORATION 0.5%
Value ($000) $4,692 Shares 20,496 Est. Cost $67.51 Unrealized +225.2%
DCI DONALDSON INC 0.7%
Value ($000) $7,567 Shares 85,354 Est. Cost $34.98 Unrealized +147.0%
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $26,528 Shares 38,902 Est. Cost $266858.88 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $3,509 Shares 19,482 Est. Cost $38.97 Unrealized +327.5%
WMT WALMART INC 0.6%
Value ($000) $6,454 Shares 57,931 Est. Cost $44.30 Unrealized +142.0%
MS Morgan Stanley 0.4%
Value ($000) $4,582 Shares 25,807 Est. Cost $43.03 Unrealized +286.8%
KLAC KLA CORP 0.4%
Value ($000) $4,282 Shares 3,524 Est. Cost $401.56 Unrealized +191.8%
APH AMPHENOL CORP NEW 0.5%
Value ($000) $5,203 Shares 38,504 Est. Cost $44.10 Unrealized +202.8%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $14,446 Shares 94,785 Est. Cost $80.09 Unrealized +89.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,160 Shares 16,196 Est. Cost $70.07 Unrealized +178.3%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $1,812 Shares 1,300 Est. Cost $650.03 Unrealized +114.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,523 Shares 13,578 Est. Cost $62.69 Unrealized +85.9%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $9,324 Shares 117,993 Est. Cost $55.47 Unrealized +41.2%
GGG Graco Inc 0.4%
Value ($000) $4,464 Shares 54,453 Est. Cost $33.30 Unrealized +146.1%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,312 Shares 1,493 Est. Cost $112.10 Unrealized +629.5%
TECH BIO-TECHNE CORP 0.3%
Value ($000) $3,265 Shares 55,524 Est. Cost $67.17 Unrealized -9.6%
LIN Linde PLC 0.1%
Value ($000) $1,398 Shares 3,278 Est. Cost $322.30 Unrealized +32.6%
NVS Novartis Ag 0.2%
Value ($000) $2,262 Shares 16,409 Est. Cost $78.86 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $8,127 Shares 33,015 Est. Cost $146087.48 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $585 Shares 1,033 Est. Cost $252.17 Unrealized +111.1%
EFA ISHARES TR 0.3%
Value ($000) $3,542 Shares 36,882 Est. Cost $34688.27 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $6,011 Shares 9,584 Est. Cost $340.35 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $489 Shares 3,006 Est. Cost $76.39 Unrealized +144.0%
PNR Pentair PLC 0.1%
Value ($000) $1,374 Shares 13,192 Est. Cost $70.60 Unrealized +51.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $6,305 Shares 10,451 Est. Cost $341189.25 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $386 Shares 2,400 Est. Cost $53.39 Unrealized +175.9%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,312 Shares 22,820 Est. Cost $26.34 Unrealized +125.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $314 Shares 4,531 Est. Cost $45.56 Unrealized +37.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $967 Shares 3,928 Est. Cost $112.52 Unrealized +120.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,124 Shares 11,249 Est. Cost $40.64 Unrealized +133.1%
CB CHUBB LIMITED 0.0%
Value ($000) $481 Shares 1,541 Est. Cost $229.74 Unrealized +27.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $633 Shares 1,952 Est. Cost $212.59 Unrealized +57.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $387 Shares 3,000 Est. Cost $106.87 Unrealized +26.1%
GL GLOBE LIFE INC 0.2%
Value ($000) $1,573 Shares 11,244 Est. Cost $86.06 Unrealized +57.4%
MKC McCormick & Co Inc 0.3%
Value ($000) $2,586 Shares 37,964 Est. Cost $62.06 Unrealized +6.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $368 Shares 4,317 Est. Cost $73.59 Unrealized +11.5%
MDU MDU RES GROUP INC 0.0%
Value ($000) $342 Shares 17,500 Est. Cost $6.58 Unrealized +197.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $495 Shares 5,616 Est. Cost $54.13 Unrealized +54.9%
EFV ISHARES TR 0.1%
Value ($000) $534 Shares 7,482 Est. Cost $48.94 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,804 Shares 15,037 Est. Cost $94.97 Unrealized +96.0%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $455 Shares 4,840 Est. Cost $57.56 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $234 Shares 219 Est. Cost $968.09 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $4,282 Shares 32,266 Est. Cost $48.35 Unrealized +173.8%
IOO ISHARES TR 0.0%
Value ($000) $408 Shares 3,220 Est. Cost $64.05 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $633 Shares 6,210 Est. Cost $62.13 Unrealized +66.8%
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $486 Shares 1,011 Est. Cost $319.50 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $491 Shares 2,336 Est. Cost $120425.20 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $267 Shares 326 Est. Cost $145.50 Unrealized +460.5%
QUAL ISHARES TR 0.1%
Value ($000) $668 Shares 3,365 Est. Cost $157.01 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $606 Shares 25,220 Est. Cost $26.74 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $639 Shares 1,711 Est. Cost $144307.84 Unrealized
GE General Electric Co 0.0%
Value ($000) $489 Shares 1,586 Est. Cost $119.89 Unrealized +150.9%
CVS CVS Health Corp 0.0%
Value ($000) $206 Shares 2,602 Est. Cost $57.99 Unrealized +35.7%
AMCOR PLC 0.0%
Value ($000) $491 Shares 58,845 Est. Cost $8.86 Unrealized -6.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $202 Shares 2,550 Est. Cost $68.24 Unrealized +15.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,104 Shares 20,539 Est. Cost $37428.08 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $345 Shares 3,620 Est. Cost $79.31 Unrealized +23.6%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $207 Shares 7,611 Est. Cost $26.30 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $309 Shares 9,484 Est. Cost $44.08 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $606 Shares 6,257 Est. Cost $39541.91 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $621 Shares 1,922 Est. Cost $186761.97 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $809 Shares 33,082 Est. Cost $26.35 Unrealized -8.4%
ACWI ISHARES TR 0.0%
Value ($000) $247 Shares 1,749 Est. Cost $119.55 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $355 Shares 860 Est. Cost $321.95 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $260 Shares 9,140 Est. Cost $23.45 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $223 Shares 4,513 Est. Cost $49.31 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $215 Shares 1,184 Est. Cost $176.81 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $663 Shares 2,286 Est. Cost $238.73 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $361 Shares 803 Est. Cost $302.52 Unrealized +46.5%
DVY ISHARES TR 0.0%
Value ($000) $366 Shares 2,590 Est. Cost $81775.29 Unrealized
BA Boeing Co 0.0%
Value ($000) $321 Shares 1,479 Est. Cost $163.79 Unrealized +25.6%
IWR ISHARES TR 0.1%
Value ($000) $549 Shares 5,701 Est. Cost $50028.06 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $347 Shares 4,061 Est. Cost $50.62 Unrealized +76.8%
IEF ISHARES TR 0.0%
Value ($000) $216 Shares 2,250 Est. Cost $115.35 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $875 Shares 7,684 Est. Cost $80740.59 Unrealized