Wealthfront Advisers LLC Diversified Active

CIK: 0001763921 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 30, 2026

Total Value ($000): $44,745,374 (100.0% shares, 0.0% debt)

Holdings (1,052)

New Positions (70)

VWOB VANGUARD WHITEHALL FDS 0.4%
Value ($000) $183,317 Shares 2,718,619 Est. Cost $67.43 Unrealized
INSM INSMED INC 0.0%
Value ($000) $1,739 Shares 9,991 Est. Cost $182.48 Unrealized 0.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $1,581 Shares 26,572 Est. Cost $66.04 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $1,273 Shares 15,585 Est. Cost $84.91 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1,226 Shares 4,034 Est. Cost $303.89 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $788 Shares 11,011 Est. Cost $101.39 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $622 Shares 581 Est. Cost $1069.86 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $437 Shares 1,839 Est. Cost $200.29 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $430 Shares 8,457 Est. Cost $50.88 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $422 Shares 4,586 Est. Cost $91.93 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $395 Shares 3,482 Est. Cost $113.39 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $395 Shares 4,061 Est. Cost $97.22 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $360 Shares 7,419 Est. Cost $47.08 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $347 Shares 3,159 Est. Cost $109.91 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $344 Shares 3,796 Est. Cost $89.63 Unrealized 0.0%
TEM TEMPUS AI INC 0.0%
Value ($000) $337 Shares 5,704 Est. Cost $78.23 Unrealized 0.0%
WLTH WEALTHFRONT CORP 0.0%
Value ($000) $326 Shares 23,953 Est. Cost $13.20 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $304 Shares 2,498 Est. Cost $121.75 Unrealized
AYI ACUITY INC 0.0%
Value ($000) $296 Shares 823 Est. Cost $361.21 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $290 Shares 2,838 Est. Cost $89.46 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $279 Shares 299 Est. Cost $922.99 Unrealized 0.0%
EPAM EPAM SYS INC 0.0%
Value ($000) $276 Shares 1,345 Est. Cost $178.28 Unrealized 0.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $275 Shares 1,796 Est. Cost $146.39 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $272 Shares 1,366 Est. Cost $181.39 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $272 Shares 3,428 Est. Cost $103.35 Unrealized 0.0%
CNRG SPDR SERIES TRUST 0.0%
Value ($000) $272 Shares 3,036 Est. Cost $89.48 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $268 Shares 5,700 Est. Cost $47.08 Unrealized
EWP ISHARES INC 0.0%
Value ($000) $266 Shares 4,941 Est. Cost $53.91 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $266 Shares 722 Est. Cost $256.82 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $259 Shares 1,966 Est. Cost $141.15 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $255 Shares 2,938 Est. Cost $105.07 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $248 Shares 1,587 Est. Cost $143.30 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $245 Shares 5,101 Est. Cost $44.03 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $245 Shares 5,235 Est. Cost $46.81 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $244 Shares 17,347 Est. Cost $12.62 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $240 Shares 13,495 Est. Cost $17.75 Unrealized 0.0%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $237 Shares 5,326 Est. Cost $44.55 Unrealized
SDG ISHARES TR 0.0%
Value ($000) $222 Shares 2,630 Est. Cost $84.22 Unrealized
ROKT SPDR SERIES TRUST 0.0%
Value ($000) $221 Shares 2,599 Est. Cost $85.09 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $221 Shares 1,326 Est. Cost $167.29 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $214 Shares 2,055 Est. Cost $104.07 Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $212 Shares 1,950 Est. Cost $81.43 Unrealized 0.0%
IPAC ISHARES TR 0.0%
Value ($000) $211 Shares 2,883 Est. Cost $73.21 Unrealized
POWL POWELL INDS INC 0.0%
Value ($000) $211 Shares 661 Est. Cost $336.55 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $210 Shares 3,181 Est. Cost $66.00 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $208 Shares 182,603 Est. Cost $1.47 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $205 Shares 2,538 Est. Cost $80.63 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $201 Shares 364 Est. Cost $557.64 Unrealized 0.0%
CIFR CIPHER MINING INC 0.0%
Value ($000) $195 Shares 13,240 Est. Cost $17.65 Unrealized 0.0%
CLSK CLEANSPARK INC 0.0%
Value ($000) $192 Shares 18,994 Est. Cost $14.99 Unrealized 0.0%
CDE COEUR MNG INC 0.0%
Value ($000) $181 Shares 10,165 Est. Cost $17.39 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $165 Shares 36,476 Est. Cost $4.66 Unrealized 0.0%
SOC SABLE OFFSHORE CORP 0.0%
Value ($000) $161 Shares 17,891 Est. Cost $9.44 Unrealized 0.0%
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $146 Shares 15,000 Est. Cost $8.03 Unrealized 0.0%
EWZS ISHARES TR 0.0%
Value ($000) $145 Shares 11,233 Est. Cost $12.93 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $121 Shares 13,432 Est. Cost $13.77 Unrealized 0.0%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value ($000) $113 Shares 14,352 Est. Cost $11.43 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $102 Shares 13,070 Est. Cost $8.23 Unrealized 0.0%
SG SWEETGREEN INC 0.0%
Value ($000) $99 Shares 14,637 Est. Cost $6.87 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $97 Shares 19,488 Est. Cost $4.63 Unrealized 0.0%
RDW REDWIRE CORPORATION 0.0%
Value ($000) $90 Shares 11,883 Est. Cost $7.34 Unrealized 0.0%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $89 Shares 11,205 Est. Cost $9.57 Unrealized 0.0%
TE T1 ENERGY INC 0.0%
Value ($000) $82 Shares 12,350 Est. Cost $4.41 Unrealized 0.0%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $80 Shares 19,947 Est. Cost $5.56 Unrealized 0.0%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $79 Shares 10,799 Est. Cost $9.69 Unrealized 0.0%
UAMY UNITED STATES ANTIMONY CORP 0.0%
Value ($000) $75 Shares 15,018 Est. Cost $7.85 Unrealized 0.0%
JELD JELD-WEN HLDG INC 0.0%
Value ($000) $56 Shares 22,785 Est. Cost $3.28 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $53 Shares 22,160 Est. Cost $2.96 Unrealized 0.0%
BZAI BLAIZE HLDGS INC 0.0%
Value ($000) $20 Shares 10,326 Est. Cost $3.23 Unrealized 0.0%
DVLT DATAVAULT AI INC 0.0%
Value ($000) $10 Shares 15,944 Est. Cost $1.78 Unrealized 0.0%

Increased Positions (608)

ITOT ISHARES TR 3.9%
Value ($000) $1,726,600 (+12.3%) Shares 11,612,076 (+10.0%) Est. Cost $113.78 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $179,709 (+384.5%) Shares 3,633,423 (+396.0%) Est. Cost $49.26 Unrealized
IEMG ISHARES INC 5.8%
Value ($000) $2,614,571 (+5.4%) Shares 38,895,734 (+3.3%) Est. Cost $51.28 Unrealized
SCHF SCHWAB STRATEGIC TR 6.0%
Value ($000) $2,679,967 (+4.7%) Shares 111,479,482 (+1.4%) Est. Cost $25.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.9%
Value ($000) $2,171,249 (+4.9%) Shares 9,879,191 (+3.0%) Est. Cost $149.36 Unrealized
VTEB VANGUARD MUN BD FDS 2.7%
Value ($000) $1,214,680 (+9.0%) Shares 24,153,510 (+8.5%) Est. Cost $51.02 Unrealized
LQD ISHARES TR 2.7%
Value ($000) $1,206,752 (+7.0%) Shares 10,951,554 (+8.2%) Est. Cost $113.63 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $252,032 (+38.7%) Shares 805,215 (+7.7%) Est. Cost $142.24 Unrealized +100.8%
CMF ISHARES TR 0.7%
Value ($000) $293,605 (+30.0%) Shares 5,109,731 (+29.1%) Est. Cost $57.14 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $131,861 (+87.3%) Shares 1,319,398 (+87.9%) Est. Cost $99.96 Unrealized
DGRO ISHARES TR 2.2%
Value ($000) $967,106 (+6.8%) Shares 13,931,233 (+4.7%) Est. Cost $57.36 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $428,633 (+14.2%) Shares 1,576,668 (+6.9%) Est. Cost $151.12 Unrealized +77.6%
GOOG ALPHABET INC 0.4%
Value ($000) $187,988 (+36.5%) Shares 599,071 (+5.9%) Est. Cost $133.62 Unrealized +114.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $123,889 (+46.8%) Shares 115,280 (+4.2%) Est. Cost $289.31 Unrealized +230.3%
SGOV ISHARES TR 0.2%
Value ($000) $87,909 (+74.0%) Shares 875,760 (+74.6%) Est. Cost $100.51 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $53,622 (+221.5%) Shares 212,010 (+214.2%) Est. Cost $241.99 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $461,524 (+8.4%) Shares 5,510,729 (+8.9%) Est. Cost $81.83 Unrealized
VNQ VANGUARD INDEX FDS 2.0%
Value ($000) $888,380 (+4.0%) Shares 10,039,327 (+7.4%) Est. Cost $81.81 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $30,209 (+1751.6%) Shares 353,855 (+1558.2%) Est. Cost $84.71 Unrealized
FLRN SPDR SERIES TRUST 0.3%
Value ($000) $151,654 (+20.2%) Shares 4,935,059 (+20.8%) Est. Cost $30.76 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $509,248 (+5.3%) Shares 812,030 (+2.8%) Est. Cost $383.47 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $275,914 (+9.7%) Shares 1,195,364 (+4.4%) Est. Cost $143.42 Unrealized +59.5%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $404,459 (+6.2%) Shares 1,567,975 (+4.7%) Est. Cost $189.46 Unrealized
ESGU ISHARES TR 0.9%
Value ($000) $386,053 (+6.0%) Shares 2,591,308 (+3.6%) Est. Cost $110.03 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $71,780 (-21.7%) Shares 765,569 (+901.7%) Est. Cost $100.85 Unrealized +6.9%
AVGO BROADCOM INC 0.5%
Value ($000) $211,994 (+10.3%) Shares 612,521 (+5.1%) Est. Cost $173.94 Unrealized +105.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $63,198 (+43.0%) Shares 295,098 (+8.0%) Est. Cost $101.98 Unrealized +120.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $34,333 (+115.1%) Shares 120,295 (+26.1%) Est. Cost $114.59 Unrealized +100.1%
MSFT MICROSOFT CORP 0.9%
Value ($000) $408,352 (-4.3%) Shares 844,366 (+2.5%) Est. Cost $238.69 Unrealized +109.7%
ORCL ORACLE CORP 0.1%
Value ($000) $42,226 (-29.7%) Shares 216,643 (+1.5%) Est. Cost $99.41 Unrealized +139.5%
META META PLATFORMS INC 0.5%
Value ($000) $220,900 (-5.8%) Shares 334,651 (+4.8%) Est. Cost $257.30 Unrealized +159.4%
ESGV VANGUARD WORLD FD 0.4%
Value ($000) $190,582 (+7.4%) Shares 1,575,578 (+5.2%) Est. Cost $88.44 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $799,593 (+1.4%) Shares 4,287,362 (+1.4%) Est. Cost $98.56 Unrealized +88.9%
ESGD ISHARES TR 0.3%
Value ($000) $118,605 (+9.1%) Shares 1,247,288 (+6.7%) Est. Cost $75.25 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $20,535 (+91.2%) Shares 318,763 (+25.8%) Est. Cost $36.40 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $67,785 (+16.4%) Shares 327,542 (+4.3%) Est. Cost $150.80 Unrealized +30.6%
MRK MERCK & CO INC 0.1%
Value ($000) $27,078 (+53.2%) Shares 257,244 (+22.2%) Est. Cost $79.07 Unrealized +17.9%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $31,370 (+39.8%) Shares 152,578 (+12.5%) Est. Cost $126.82 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $25,912 (+51.0%) Shares 151,372 (+18.1%) Est. Cost $89.11 Unrealized +74.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $40,301 (+27.5%) Shares 70,350 (+6.2%) Est. Cost $229.43 Unrealized +142.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $28,904 (+42.2%) Shares 112,472 (+13.3%) Est. Cost $128.31 Unrealized +86.6%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $168,240 (+5.4%) Shares 246,715 (+2.9%) Est. Cost $531.66 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $183,731 (+4.8%) Shares 408,545 (+3.7%) Est. Cost $261.87 Unrealized +69.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $26,198 (+46.2%) Shares 46,256 (+15.4%) Est. Cost $339.27 Unrealized +56.9%
SUSC ISHARES TR 0.2%
Value ($000) $86,266 (+10.5%) Shares 3,688,991 (+11.3%) Est. Cost $23.81 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $36,787 (+27.1%) Shares 487,630 (+23.8%) Est. Cost $66.35 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $31,582 (+32.4%) Shares 451,752 (+25.6%) Est. Cost $57.42 Unrealized +20.9%
INTC INTEL CORP 0.0%
Value ($000) $16,356 (+80.7%) Shares 443,265 (+64.3%) Est. Cost $32.37 Unrealized +16.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $20,346 (+55.4%) Shares 705,951 (+5.3%) Est. Cost $11.05 Unrealized +111.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $55,722 (+14.8%) Shares 463,041 (+7.5%) Est. Cost $75.28 Unrealized +53.4%
AMGN AMGEN INC 0.1%
Value ($000) $26,933 (+35.9%) Shares 82,287 (+17.2%) Est. Cost $248.08 Unrealized +27.4%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $99,364 (+7.5%) Shares 4,077,325 (+7.6%) Est. Cost $37.24 Unrealized
WMT WALMART INC 0.1%
Value ($000) $65,820 (+11.7%) Shares 590,793 (+3.3%) Est. Cost $60.42 Unrealized +77.4%
SHYG ISHARES TR 0.3%
Value ($000) $120,598 (+5.9%) Shares 2,813,101 (+7.0%) Est. Cost $42.35 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $32,192 (+25.5%) Shares 417,912 (+11.5%) Est. Cost $50.26 Unrealized +46.8%
SJNK SPDR SERIES TRUST 0.2%
Value ($000) $92,712 (+7.6%) Shares 3,661,594 (+8.8%) Est. Cost $24.86 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $129,893 (+4.7%) Shares 1,753,658 (+5.1%) Est. Cost $77.44 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $13,589 (+67.8%) Shares 59,363 (+45.3%) Est. Cost $198.74 Unrealized +10.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $16,296 (+50.1%) Shares 28,123 (+25.6%) Est. Cost $474.08 Unrealized +19.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $11,444 (+89.0%) Shares 16,915 (+78.5%) Est. Cost $558.45 Unrealized +21.9%
NOW SERVICENOW INC 0.0%
Value ($000) $21,797 (-19.5%) Shares 142,290 (+383.7%) Est. Cost $159.29 Unrealized +7.7%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $62,959 (+9.0%) Shares 688,825 (+6.3%) Est. Cost $65.26 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $27,372 (+23.4%) Shares 89,558 (+22.7%) Est. Cost $234.21 Unrealized +30.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $17,441 (+41.4%) Shares 65,007 (+29.9%) Est. Cost $252.35 Unrealized +0.7%
PEP PEPSICO INC 0.1%
Value ($000) $34,618 (+17.2%) Shares 241,210 (+14.7%) Est. Cost $134.64 Unrealized +8.4%
COR CENCORA INC 0.0%
Value ($000) $16,731 (+43.4%) Shares 49,538 (+32.7%) Est. Cost $248.97 Unrealized +36.8%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $16,344 (+44.7%) Shares 689,641 (+51.0%) Est. Cost $26.88 Unrealized -13.3%
ESGE ISHARES INC 0.3%
Value ($000) $113,432 (+4.6%) Shares 2,568,072 (+2.8%) Est. Cost $34.55 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $14,540 (+52.1%) Shares 113,893 (+36.4%) Est. Cost $113.77 Unrealized +8.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $43,709 (+12.7%) Shares 49,726 (+2.1%) Est. Cost $355.55 Unrealized +128.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $16,045 (+44.5%) Shares 159,034 (+78.1%) Est. Cost $115.93 Unrealized -6.5%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $19,571 (+33.7%) Shares 43,169 (+15.5%) Est. Cost $312.03 Unrealized +38.1%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $55,434 (+9.7%) Shares 1,116,501 (+43.7%) Est. Cost $45.67 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $40,815 (+13.5%) Shares 437,932 (+2.1%) Est. Cost $49.69 Unrealized +74.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $14,147 (+52.0%) Shares 30,303 (+38.8%) Est. Cost $318.99 Unrealized +45.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $32,372 (+17.2%) Shares 87,504 (+5.2%) Est. Cost $186.10 Unrealized +91.8%
RTX RTX CORPORATION 0.1%
Value ($000) $25,260 (+22.6%) Shares 137,733 (+11.8%) Est. Cost $104.66 Unrealized +65.6%
CRM SALESFORCE INC 0.1%
Value ($000) $28,570 (+19.4%) Shares 107,848 (+6.8%) Est. Cost $203.24 Unrealized +22.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $8,327 (+123.9%) Shares 67,697 (+71.7%) Est. Cost $93.47 Unrealized +14.6%
HYLB DBX ETF TR 0.1%
Value ($000) $45,483 (+11.1%) Shares 1,234,940 (+11.9%) Est. Cost $35.20 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $17,880 (-19.9%) Shares 158,090 (+1.4%) Est. Cost $46.08 Unrealized +182.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $13,118 (+49.2%) Shares 47,661 (+56.2%) Est. Cost $284.30 Unrealized -1.8%
NEM NEWMONT CORP 0.0%
Value ($000) $14,865 (+40.1%) Shares 148,873 (+18.3%) Est. Cost $50.24 Unrealized +79.5%
BAC BANK AMERICA CORP 0.1%
Value ($000) $51,469 (+9.0%) Shares 935,801 (+2.2%) Est. Cost $32.21 Unrealized +63.5%
C CITIGROUP INC 0.1%
Value ($000) $24,279 (+20.8%) Shares 208,067 (+5.0%) Est. Cost $61.03 Unrealized +69.8%
KLAC KLA CORP 0.0%
Value ($000) $20,845 (+25.0%) Shares 17,155 (+11.0%) Est. Cost $533.07 Unrealized +119.8%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $15,449 (+36.4%) Shares 44,072 (+25.8%) Est. Cost $344.45 Unrealized -2.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $19,155 (+27.4%) Shares 355,118 (+6.5%) Est. Cost $51.48 Unrealized -7.7%
SMH VANECK ETF TRUST 0.1%
Value ($000) $33,782 (+13.1%) Shares 93,804 (+2.5%) Est. Cost $232.53 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $28,930 (+15.5%) Shares 162,960 (+3.4%) Est. Cost $85.98 Unrealized +93.6%
TGT TARGET CORP 0.0%
Value ($000) $6,873 (+124.4%) Shares 70,315 (+105.9%) Est. Cost $104.82 Unrealized -12.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $13,454 (+38.0%) Shares 326,941 (+19.7%) Est. Cost $38.00 Unrealized -1.5%
RKT ROCKET COS INC 0.0%
Value ($000) $15,125 (+31.1%) Shares 781,227 (+31.2%) Est. Cost $14.59 Unrealized +22.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $11,775 (+40.8%) Shares 57,299 (+7.5%) Est. Cost $78.07 Unrealized +140.5%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $6,039 (+128.3%) Shares 23,272 (+154.1%) Est. Cost $270.73 Unrealized +2.4%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $8,208 (+70.2%) Shares 117,662 (+16.9%) Est. Cost $29.22 Unrealized +96.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $10,145 (+49.9%) Shares 124,758 (+12.4%) Est. Cost $42.34 Unrealized +66.3%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $30,621 (+12.2%) Shares 393,184 (+12.5%) Est. Cost $78.29 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $14,174 (+30.5%) Shares 16,126 (+12.5%) Est. Cost $410.00 Unrealized +99.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $38,705 (+9.1%) Shares 130,666 (+3.9%) Est. Cost $157.09 Unrealized +90.2%
PULS PGIM ETF TR 0.0%
Value ($000) $5,323 (+147.3%) Shares 107,333 (+148.5%) Est. Cost $49.57 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $27,991 (+12.7%) Shares 182,221 (+6.1%) Est. Cost $79.75 Unrealized +85.2%
TLT ISHARES TR 0.0%
Value ($000) $9,940 (+46.1%) Shares 114,043 (+49.8%) Est. Cost $89.53 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $9,955 (+45.1%) Shares 32,087 (+21.8%) Est. Cost $196.69 Unrealized +45.1%
TER TERADYNE INC 0.0%
Value ($000) $5,678 (+119.3%) Shares 29,336 (+56.0%) Est. Cost $121.01 Unrealized +41.7%
KVUE KENVUE INC 0.0%
Value ($000) $5,291 (+131.5%) Shares 306,713 (+117.8%) Est. Cost $18.76 Unrealized -13.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $6,285 (+88.2%) Shares 8,142 (+37.1%) Est. Cost $652.47 Unrealized +4.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $9,392 (+44.8%) Shares 104,352 (+36.3%) Est. Cost $78.50 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $15,447 (+22.9%) Shares 43,726 (+14.5%) Est. Cost $166.71 Unrealized +117.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $22,736 (+14.3%) Shares 168,240 (+4.7%) Est. Cost $58.16 Unrealized +129.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7,015 (+65.0%) Shares 24,762 (+24.5%) Est. Cost $178.63 Unrealized +38.2%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $23,815 (+13.1%) Shares 31,594 (+12.0%) Est. Cost $536.23 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $11,546 (+30.4%) Shares 27,360 (+16.6%) Est. Cost $253.75 Unrealized +46.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $16,848 (+18.9%) Shares 212,301 (+13.0%) Est. Cost $61.56 Unrealized +27.8%
PCAR PACCAR INC 0.0%
Value ($000) $11,890 (+28.9%) Shares 108,578 (+15.7%) Est. Cost $69.52 Unrealized +45.6%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10,500 (+33.6%) Shares 142,739 (+29.6%) Est. Cost $64.50 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $23,808 (+12.3%) Shares 36,428 (+5.7%) Est. Cost $268.76 Unrealized +126.6%
DASH DOORDASH INC 0.0%
Value ($000) $17,379 (-13.0%) Shares 76,737 (+4.5%) Est. Cost $110.45 Unrealized +112.4%
SOXX ISHARES TR 0.0%
Value ($000) $12,094 (+27.4%) Shares 40,158 (+14.7%) Est. Cost $250.78 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7,521 (+52.5%) Shares 148,071 (+17.8%) Est. Cost $23.92 Unrealized +81.1%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $9,909 (+35.0%) Shares 57,098 (+48.8%) Est. Cost $260.40 Unrealized -36.9%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $5,745 (+80.4%) Shares 33,346 (+25.7%) Est. Cost $78.60 Unrealized +92.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $104,035 (+2.5%) Shares 206,973 (+2.5%) Est. Cost $336.08 Unrealized +48.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $10,764 (+30.6%) Shares 108,523 (+10.0%) Est. Cost $106.54 Unrealized -12.9%
MCO MOODYS CORP 0.0%
Value ($000) $10,457 (+31.5%) Shares 20,469 (+22.7%) Est. Cost $384.41 Unrealized +26.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $19,061 (+15.0%) Shares 241,222 (+16.3%) Est. Cost $79.99 Unrealized -2.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $12,241 (+24.7%) Shares 44,451 (+6.9%) Est. Cost $86.43 Unrealized +199.6%
PFE PFIZER INC 0.0%
Value ($000) $17,177 (+16.4%) Shares 689,826 (+19.1%) Est. Cost $26.28 Unrealized -4.8%
F FORD MTR CO 0.0%
Value ($000) $11,503 (+26.4%) Shares 876,784 (+15.3%) Est. Cost $9.72 Unrealized +32.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $20,839 (+12.9%) Shares 121,828 (+9.9%) Est. Cost $114.70 Unrealized +48.9%
RDDT REDDIT INC 0.0%
Value ($000) $3,271 (+249.7%) Shares 14,231 (+249.9%) Est. Cost $195.48 Unrealized +7.6%
CB CHUBB LIMITED 0.0%
Value ($000) $15,232 (+17.2%) Shares 48,801 (+6.0%) Est. Cost $207.92 Unrealized +40.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $13,817 (+18.8%) Shares 50,947 (+7.6%) Est. Cost $171.78 Unrealized +45.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $16,526 (+14.9%) Shares 205,858 (+8.1%) Est. Cost $66.97 Unrealized +23.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $21,646 (+11.0%) Shares 41,421 (+3.4%) Est. Cost $380.86 Unrealized +29.8%
ADBE ADOBE INC 0.0%
Value ($000) $19,312 (+12.3%) Shares 55,179 (+13.2%) Est. Cost $351.57 Unrealized -3.3%
RBLX ROBLOX CORP 0.0%
Value ($000) $3,952 (-33.5%) Shares 48,767 (+13.6%) Est. Cost $66.94 Unrealized +58.6%
FDX FEDEX CORP 0.0%
Value ($000) $8,221 (+31.7%) Shares 28,459 (+7.5%) Est. Cost $210.91 Unrealized +24.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $26,032 (+8.2%) Shares 63,067 (+5.5%) Est. Cost $284.20 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $9,933 (+24.7%) Shares 143,124 (+2.0%) Est. Cost $39.42 Unrealized +58.4%
MCK MCKESSON CORP 0.0%
Value ($000) $21,707 (+9.9%) Shares 26,463 (+3.5%) Est. Cost $419.03 Unrealized +94.6%
ROST ROSS STORES INC 0.0%
Value ($000) $7,152 (+37.6%) Shares 39,703 (+16.4%) Est. Cost $123.33 Unrealized +35.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19,019 (+11.4%) Shares 134,831 (+8.8%) Est. Cost $118.67 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $19,315 (+10.8%) Shares 861,138 (+55.7%) Est. Cost $18.34 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $6,955 (+36.0%) Shares 7,673 (+38.2%) Est. Cost $627.64 Unrealized +53.1%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $4,464 (+69.8%) Shares 61,463 (+14.8%) Est. Cost $31.67 Unrealized +125.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $4,390 (+70.2%) Shares 67,446 (+40.6%) Est. Cost $53.47 Unrealized +14.5%
CME CME GROUP INC 0.0%
Value ($000) $17,725 (+11.0%) Shares 64,907 (+9.9%) Est. Cost $200.89 Unrealized +34.8%
IWB ISHARES TR 0.1%
Value ($000) $43,059 (+4.2%) Shares 115,305 (+2.0%) Est. Cost $279.74 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $12,317 (+16.2%) Shares 94,385 (+23.9%) Est. Cost $134.33 Unrealized -0.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $17,042 (+11.0%) Shares 293,227 (+9.9%) Est. Cost $53.96 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $51,310 (+3.4%) Shares 105,173 (+1.7%) Est. Cost $345.50 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $12,900 (-11.6%) Shares 63,532 (+4.2%) Est. Cost $148.84 Unrealized +42.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $7,571 (+28.2%) Shares 98,746 (+12.5%) Est. Cost $54.47 Unrealized +31.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $7,777 (+27.2%) Shares 90,676 (+13.3%) Est. Cost $53.58 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $3,690 (+80.9%) Shares 14,127 (+52.7%) Est. Cost $195.46 Unrealized +29.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $9,043 (+22.3%) Shares 19,252 (+28.5%) Est. Cost $334.01 Unrealized +33.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $15,441 (+11.9%) Shares 80,847 (+9.3%) Est. Cost $156.92 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $14,331 (-10.2%) Shares 157,120 (+6.1%) Est. Cost $89.79 Unrealized +8.8%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $4,112 (+64.6%) Shares 9,248 (+61.2%) Est. Cost $435.88 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $25,223 (-6.0%) Shares 619,264 (+1.5%) Est. Cost $37.69 Unrealized +7.4%
RING ISHARES INC 0.0%
Value ($000) $5,577 (+38.4%) Shares 75,734 (+21.6%) Est. Cost $34.62 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $5,819 (+36.1%) Shares 151,766 (+37.7%) Est. Cost $32.60 Unrealized +19.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $8,526 (+21.4%) Shares 29,682 (+9.6%) Est. Cost $184.98 Unrealized +47.2%
IAGG ISHARES TR 0.0%
Value ($000) $4,697 (+45.1%) Shares 93,926 (+48.6%) Est. Cost $50.36 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4,875 (+42.6%) Shares 81,342 (+42.9%) Est. Cost $59.87 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $12,369 (+13.1%) Shares 21,692 (+20.9%) Est. Cost $462.43 Unrealized +25.2%
FTV FORTIVE CORP 0.0%
Value ($000) $5,387 (+34.9%) Shares 97,569 (+19.7%) Est. Cost $48.64 Unrealized +6.6%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4,619 (+43.2%) Shares 58,606 (+43.4%) Est. Cost $77.23 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $15,266 (+10.0%) Shares 82,248 (+5.5%) Est. Cost $112.25 Unrealized +66.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $2,702 (+104.7%) Shares 11,989 (+72.5%) Est. Cost $203.55 Unrealized +6.9%
APP APPLOVIN CORP 0.1%
Value ($000) $25,279 (+5.7%) Shares 37,516 (+12.8%) Est. Cost $282.58 Unrealized +123.0%
CMI CUMMINS INC 0.0%
Value ($000) $6,489 (+26.3%) Shares 12,712 (+4.5%) Est. Cost $237.88 Unrealized +96.0%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $17,895 (+8.1%) Shares 195,835 (+8.5%) Est. Cost $91.65 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $2,070 (+177.9%) Shares 38,678 (+177.1%) Est. Cost $53.55 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $5,636 (+30.5%) Shares 54,395 (+17.3%) Est. Cost $65.15 Unrealized
FISV FISERV INC 0.0%
Value ($000) $3,686 (-26.2%) Shares 54,874 (+41.7%) Est. Cost $126.59 Unrealized -33.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $15,527 (+9.1%) Shares 333,915 (+18.3%) Est. Cost $54.49 Unrealized -12.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $4,018 (+46.8%) Shares 63,737 (+50.8%) Est. Cost $60.95 Unrealized -0.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $8,375 (+17.5%) Shares 63,105 (+16.2%) Est. Cost $81.88 Unrealized +61.7%
DOV DOVER CORP 0.0%
Value ($000) $5,362 (+30.1%) Shares 27,463 (+11.2%) Est. Cost $138.08 Unrealized +31.7%
ARKK ARK ETF TR 0.0%
Value ($000) $11,782 (-9.5%) Shares 153,177 (+1.5%) Est. Cost $83.01 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $5,250 (+30.8%) Shares 32,187 (+8.6%) Est. Cost $125.22 Unrealized +19.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $7,031 (+21.2%) Shares 67,141 (+2.0%) Est. Cost $74.48 Unrealized +30.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $4,146 (+41.2%) Shares 25,759 (+30.4%) Est. Cost $95.11 Unrealized +68.8%
AZO AUTOZONE INC 0.0%
Value ($000) $5,440 (-18.1%) Shares 1,604 (+3.6%) Est. Cost $1878.26 Unrealized +101.1%
WAT WATERS CORP 0.0%
Value ($000) $2,574 (+86.6%) Shares 6,778 (+47.3%) Est. Cost $337.26 Unrealized +9.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7,067 (+20.2%) Shares 31,593 (+35.2%) Est. Cost $220.33 Unrealized +2.3%
AME AMETEK INC 0.0%
Value ($000) $6,633 (+21.7%) Shares 32,306 (+11.5%) Est. Cost $125.30 Unrealized +55.1%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $10,166 (+12.9%) Shares 40,501 (+10.3%) Est. Cost $181.88 Unrealized +36.8%
BIIB BIOGEN INC 0.0%
Value ($000) $2,737 (+72.5%) Shares 15,551 (+37.3%) Est. Cost $153.66 Unrealized +6.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $14,182 (+8.8%) Shares 142,786 (+10.1%) Est. Cost $81.86 Unrealized +20.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $7,259 (+18.6%) Shares 18,254 (+36.0%) Est. Cost $300.06 Unrealized +47.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $11,418 (+10.9%) Shares 98,358 (+4.0%) Est. Cost $65.62 Unrealized +68.4%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $50,849 (-2.1%) Shares 1,404,283 (+1.7%) Est. Cost $29.67 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $9,293 (+13.5%) Shares 57,358 (+5.7%) Est. Cost $102.86 Unrealized +68.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $3,553 (+44.7%) Shares 19,256 (+31.4%) Est. Cost $168.49 Unrealized -0.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $4,484 (+32.4%) Shares 46,161 (+20.6%) Est. Cost $75.08 Unrealized +19.5%
CRH CRH PLC 0.0%
Value ($000) $1,998 (+117.9%) Shares 16,010 (+109.3%) Est. Cost $108.36 Unrealized +9.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5,173 (+25.9%) Shares 33,416 (+13.2%) Est. Cost $138.06 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $4,970 (+26.3%) Shares 98,768 (+26.2%) Est. Cost $50.29 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $19,535 (-5.0%) Shares 149,091 (+5.6%) Est. Cost $105.53 Unrealized +30.4%
FOXA FOX CORP 0.0%
Value ($000) $5,540 (+22.7%) Shares 75,819 (+5.9%) Est. Cost $49.85 Unrealized +31.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $13,817 (+8.0%) Shares 62,886 (+8.6%) Est. Cost $154.40 Unrealized +37.7%
GLW CORNING INC 0.0%
Value ($000) $5,940 (+20.6%) Shares 67,836 (+13.0%) Est. Cost $50.97 Unrealized +68.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2,067 (+94.4%) Shares 9,947 (+66.4%) Est. Cost $226.97 Unrealized -20.2%
SLB SLB LIMITED 0.0%
Value ($000) $8,085 (+14.2%) Shares 210,666 (+2.2%) Est. Cost $33.28 Unrealized +8.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $5,573 (+21.8%) Shares 63,177 (+14.5%) Est. Cost $56.74 Unrealized +47.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $7,707 (-11.4%) Shares 26,833 (+187.9%) Est. Cost $268.60 Unrealized +13.6%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $8,169 (+13.7%) Shares 62,729 (+23.1%) Est. Cost $120.29 Unrealized +12.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $12,384 (+8.6%) Shares 50,282 (+14.9%) Est. Cost $206.04 Unrealized +20.2%
IAU ISHARES GOLD TR 0.0%
Value ($000) $3,705 (+35.7%) Shares 45,639 (+21.7%) Est. Cost $72.95 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $4,720 (+26.0%) Shares 27,856 (+3.7%) Est. Cost $109.81 Unrealized +44.2%
HSY HERSHEY CO 0.0%
Value ($000) $11,635 (+9.0%) Shares 63,936 (+12.0%) Est. Cost $169.24 Unrealized +7.6%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,469 (+62.7%) Shares 75,069 (+57.5%) Est. Cost $30.60 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9,118 (+11.6%) Shares 80,779 (+2.6%) Est. Cost $83.34 Unrealized +27.8%
SIL GLOBAL X FDS 0.0%
Value ($000) $1,637 (+134.9%) Shares 19,604 (+101.5%) Est. Cost $57.52 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $3,971 (+31.0%) Shares 24,725 (+40.8%) Est. Cost $135.85 Unrealized +18.5%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5,859 (+19.0%) Shares 73,490 (+19.3%) Est. Cost $78.59 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $6,777 (+15.6%) Shares 46,813 (+6.5%) Est. Cost $115.39 Unrealized +14.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $18,032 (+5.3%) Shares 153,842 (+11.2%) Est. Cost $99.84 Unrealized +21.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $60,897 (+1.5%) Shares 106,673 (+1.1%) Est. Cost $315.39 Unrealized +77.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $6,959 (-11.4%) Shares 8,599 (+4.5%) Est. Cost $413.40 Unrealized +109.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $6,277 (+16.5%) Shares 65,437 (+10.2%) Est. Cost $75.83 Unrealized +20.7%
ICSH ISHARES TR 0.0%
Value ($000) $1,691 (+110.8%) Shares 33,436 (+111.6%) Est. Cost $50.47 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $6,232 (+16.5%) Shares 54,356 (+13.4%) Est. Cost $78.84 Unrealized
KEY KEYCORP 0.0%
Value ($000) $8,369 (+11.7%) Shares 405,496 (+1.2%) Est. Cost $12.07 Unrealized +53.2%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4,845 (+22.1%) Shares 2,866 (+8.1%) Est. Cost $971.16 Unrealized +77.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $4,023 (+27.9%) Shares 26,995 (+5.2%) Est. Cost $103.98 Unrealized +30.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $4,556 (+23.8%) Shares 29,059 (+11.1%) Est. Cost $156.14 Unrealized -8.3%
EIX EDISON INTL 0.0%
Value ($000) $3,257 (+36.1%) Shares 54,261 (+25.3%) Est. Cost $55.44 Unrealized +3.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $2,391 (+56.2%) Shares 1,715 (+37.5%) Est. Cost $1135.53 Unrealized +23.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5,163 (+19.7%) Shares 158,283 (+17.1%) Est. Cost $30.88 Unrealized
NUEM NUSHARES ETF TR 0.1%
Value ($000) $29,310 (+2.9%) Shares 823,773 (+3.3%) Est. Cost $27.96 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $9,411 (+9.7%) Shares 259,746 (+7.3%) Est. Cost $31.29 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $9,135 (+10.0%) Shares 6,869 (+9.0%) Est. Cost $692.70 Unrealized +89.2%
IVV ISHARES TR 0.0%
Value ($000) $2,027 (+68.5%) Shares 2,960 (+64.6%) Est. Cost $603.84 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $8,130 (+11.3%) Shares 35,733 (+7.4%) Est. Cost $157.63 Unrealized +46.7%
CBRE CBRE GROUP INC 0.0%
Value ($000) $4,708 (+21.0%) Shares 29,278 (+18.5%) Est. Cost $122.02 Unrealized +28.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5,772 (+15.9%) Shares 28,247 (+14.4%) Est. Cost $141.55 Unrealized +42.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $2,120 (+59.3%) Shares 31,893 (+58.0%) Est. Cost $68.57 Unrealized -4.3%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $11,935 (-6.2%) Shares 56,317 (+1.6%) Est. Cost $120.87 Unrealized +77.5%
LOW LOWES COS INC 0.0%
Value ($000) $20,409 (+4.0%) Shares 84,627 (+8.4%) Est. Cost $176.74 Unrealized +35.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $14,049 (+5.9%) Shares 54,615 (+20.8%) Est. Cost $219.86 Unrealized +20.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $3,271 (+31.4%) Shares 39,878 (+20.3%) Est. Cost $75.36 Unrealized +3.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $7,958 (+10.9%) Shares 66,455 (+1.8%) Est. Cost $79.54 Unrealized +44.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $6,394 (+13.9%) Shares 74,735 (+4.6%) Est. Cost $40.15 Unrealized +98.5%
SGOL ETFS GOLD TR 0.0%
Value ($000) $1,428 (+115.3%) Shares 34,759 (+92.9%) Est. Cost $38.87 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $2,079 (+58.1%) Shares 4,953 (+16.9%) Est. Cost $291.16 Unrealized +25.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $14,464 (+5.6%) Shares 78,135 (+7.0%) Est. Cost $112.39 Unrealized +60.1%
CSX CSX CORP 0.0%
Value ($000) $4,646 (+19.3%) Shares 128,173 (+16.8%) Est. Cost $31.18 Unrealized +14.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $2,691 (+38.6%) Shares 33,328 (+40.0%) Est. Cost $70.19 Unrealized +7.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1,576 (+90.2%) Shares 11,424 (+85.7%) Est. Cost $164.18 Unrealized -16.7%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $9,079 (+8.9%) Shares 64,314 (+6.3%) Est. Cost $108.84 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $7,584 (+10.7%) Shares 15,466 (+10.9%) Est. Cost $305.60 Unrealized +55.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,124 (+30.5%) Shares 40,221 (+31.7%) Est. Cost $77.06 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $7,361 (-8.9%) Shares 261,778 (+5.7%) Est. Cost $27.24 Unrealized +7.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $3,613 (+24.6%) Shares 9,285 (+12.0%) Est. Cost $262.26 Unrealized +43.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,399 (+26.5%) Shares 79,622 (+158.3%) Est. Cost $54.42 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $10,820 (+6.9%) Shares 71,974 (+1.7%) Est. Cost $61.67 Unrealized +138.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $13,722 (+5.3%) Shares 79,094 (+11.5%) Est. Cost $137.31 Unrealized +24.3%
DE DEERE & CO 0.0%
Value ($000) $13,751 (+5.3%) Shares 29,536 (+3.4%) Est. Cost $374.91 Unrealized +24.7%
KR KROGER CO 0.0%
Value ($000) $10,559 (+7.0%) Shares 169,004 (+15.4%) Est. Cost $47.17 Unrealized +38.3%
MMM 3M CO 0.0%
Value ($000) $12,110 (+6.0%) Shares 75,638 (+2.8%) Est. Cost $113.27 Unrealized +44.1%
ABNB AIRBNB INC 0.0%
Value ($000) $2,716 (+32.8%) Shares 20,010 (+18.8%) Est. Cost $129.54 Unrealized -3.9%
PICK ISHARES INC 0.0%
Value ($000) $2,559 (+35.4%) Shares 49,836 (+17.4%) Est. Cost $42.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $3,210 (+26.1%) Shares 15,796 (+8.6%) Est. Cost $138.76 Unrealized +33.7%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $9,262 (-6.7%) Shares 29,631 (+4.9%) Est. Cost $188.29 Unrealized +73.3%
VTR VENTAS INC 0.0%
Value ($000) $5,476 (+13.7%) Shares 70,767 (+2.9%) Est. Cost $50.42 Unrealized +48.7%
DOW DOW INC 0.0%
Value ($000) $5,067 (+14.4%) Shares 216,727 (+12.2%) Est. Cost $35.83 Unrealized -36.4%
ACWI ISHARES TR 0.0%
Value ($000) $2,483 (+34.3%) Shares 17,549 (+31.2%) Est. Cost $112.65 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $2,055 (+43.6%) Shares 17,222 (+43.8%) Est. Cost $117.27 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $11,105 (+5.9%) Shares 53,205 (+2.0%) Est. Cost $147.31 Unrealized +30.9%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $4,073 (+17.9%) Shares 14,149 (+6.3%) Est. Cost $248.99 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $6,657 (-8.4%) Shares 52,886 (+3.1%) Est. Cost $58.30 Unrealized +141.4%
VLTO VERALTO CORP 0.0%
Value ($000) $3,132 (+24.1%) Shares 31,393 (+32.6%) Est. Cost $96.74 Unrealized +4.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $13,628 (+4.5%) Shares 118,183 (+2.0%) Est. Cost $90.65 Unrealized +29.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $973 (+150.7%) Shares 14,434 (+129.0%) Est. Cost $72.12 Unrealized -10.7%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $2,280 (+33.8%) Shares 6,384 (+24.6%) Est. Cost $317.59 Unrealized +11.4%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $2,970 (+23.9%) Shares 41,472 (+20.0%) Est. Cost $60.38 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2,039 (+38.5%) Shares 37,661 (+26.1%) Est. Cost $54.11 Unrealized -5.2%
IBB ISHARES TR 0.0%
Value ($000) $2,176 (+34.5%) Shares 12,895 (+15.0%) Est. Cost $139.36 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $1,445 (+61.5%) Shares 18,007 (+57.7%) Est. Cost $78.03 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $3,293 (+20.0%) Shares 71,827 (+14.6%) Est. Cost $41.04 Unrealized
HPQ HP INC 0.0%
Value ($000) $3,231 (+20.4%) Shares 145,033 (+47.1%) Est. Cost $26.33 Unrealized -4.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $6,578 (+9.0%) Shares 89,499 (+8.2%) Est. Cost $52.34 Unrealized +34.6%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $3,732 (+16.8%) Shares 23,092 (+15.5%) Est. Cost $110.11 Unrealized +40.7%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $4,885 (+12.3%) Shares 35,165 (+13.0%) Est. Cost $144.38 Unrealized -7.9%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $3,466 (+18.3%) Shares 36,887 (+12.1%) Est. Cost $68.39 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $6,182 (+9.4%) Shares 129,198 (+9.8%) Est. Cost $49.62 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $2,996 (+21.4%) Shares 16,533 (+18.4%) Est. Cost $155.71 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $3,064 (+20.8%) Shares 5,064 (+9.2%) Est. Cost $431.65 Unrealized +27.3%
ITA ISHARES TR 0.0%
Value ($000) $3,410 (+18.1%) Shares 15,883 (+15.2%) Est. Cost $151.86 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2,577 (+25.3%) Shares 28,174 (+22.8%) Est. Cost $83.33 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $41,129 (+1.3%) Shares 180,003 (+2.6%) Est. Cost $124.47 Unrealized +82.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $3,892 (+15.3%) Shares 8,099 (+11.2%) Est. Cost $401.13 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,725 (+41.4%) Shares 14,151 (+16.2%) Est. Cost $93.83 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $52,508 (+1.0%) Shares 1,404,133 (+2.0%) Est. Cost $36.22 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2,363 (+26.8%) Shares 16,462 (+24.5%) Est. Cost $132.94 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $11,976 (-4.0%) Shares 177,872 (+1.5%) Est. Cost $58.68 Unrealized +18.5%
CTAS CINTAS CORP 0.0%
Value ($000) $8,735 (-5.3%) Shares 46,446 (+3.3%) Est. Cost $169.70 Unrealized +10.9%
GXC SPDR INDEX SHS FDS 0.0%
Value ($000) $1,316 (+59.4%) Shares 13,594 (+72.9%) Est. Cost $88.15 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $3,836 (+14.6%) Shares 52,777 (+6.5%) Est. Cost $57.47 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $31,765 (+1.6%) Shares 96,224 (+6.2%) Est. Cost $358.98 Unrealized -6.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $7,085 (-6.4%) Shares 35,938 (+1.9%) Est. Cost $101.51 Unrealized +108.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $9,745 (+5.2%) Shares 217,663 (+7.7%) Est. Cost $39.02 Unrealized +17.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $8,724 (+5.8%) Shares 90,815 (+4.9%) Est. Cost $84.28 Unrealized +15.3%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $8,372 (+6.0%) Shares 43,282 (+6.0%) Est. Cost $212.24 Unrealized -9.2%
EBND SPDR SERIES TRUST 0.0%
Value ($000) $1,499 (+46.5%) Shares 70,134 (+46.4%) Est. Cost $21.26 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $7,230 (+7.0%) Shares 68,859 (+5.1%) Est. Cost $72.35 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1,336 (+54.2%) Shares 32,317 (+19.1%) Est. Cost $30.64 Unrealized +13.6%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $109,744 (+0.4%) Shares 2,454,566 (+100.7%) Est. Cost $44.39 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $8,379 (+5.8%) Shares 31,918 (+10.4%) Est. Cost $191.97 Unrealized +38.4%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $884 (+106.1%) Shares 34,219 (+103.7%) Est. Cost $25.45 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $798 (+132.3%) Shares 5,645 (+33.2%) Est. Cost $111.45 Unrealized +1.6%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $4,362 (+11.6%) Shares 166,634 (+12.6%) Est. Cost $12.05 Unrealized +131.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6,889 (+7.0%) Shares 23,751 (+3.0%) Est. Cost $195.16 Unrealized +43.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $2,755 (+19.4%) Shares 32,316 (+8.9%) Est. Cost $79.10 Unrealized +3.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $2,859 (+18.5%) Shares 25,487 (+33.9%) Est. Cost $105.73 Unrealized +10.2%
L LOEWS CORP 0.0%
Value ($000) $5,812 (+8.2%) Shares 55,188 (+3.2%) Est. Cost $69.23 Unrealized +49.1%
IXC ISHARES TR 0.0%
Value ($000) $1,928 (+28.8%) Shares 45,981 (+28.2%) Est. Cost $38.53 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5,163 (+9.0%) Shares 26,952 (+7.9%) Est. Cost $167.47 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $5,148 (+8.8%) Shares 23,468 (+11.9%) Est. Cost $196.89 Unrealized +24.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $4,076 (+11.4%) Shares 40,954 (+9.5%) Est. Cost $85.25 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $1,197 (+52.6%) Shares 6,028 (+49.5%) Est. Cost $169.20 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,864 (+28.3%) Shares 40,668 (+33.6%) Est. Cost $45.06 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $1,526 (+36.5%) Shares 37,548 (+31.9%) Est. Cost $40.40 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $2,217 (+22.5%) Shares 23,026 (+22.9%) Est. Cost $82.85 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $1,034 (+64.3%) Shares 12,053 (+60.5%) Est. Cost $88.31 Unrealized -7.0%
IEF ISHARES TR 0.0%
Value ($000) $1,134 (+52.3%) Shares 11,790 (+52.8%) Est. Cost $96.19 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $3,071 (+14.4%) Shares 9,507 (+13.4%) Est. Cost $261.10 Unrealized
INTU INTUIT 0.1%
Value ($000) $29,375 (+1.3%) Shares 44,345 (+4.4%) Est. Cost $433.66 Unrealized +52.4%
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $2,569 (+17.0%) Shares 41,347 (+11.5%) Est. Cost $57.54 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $3,645 (+11.4%) Shares 85,292 (+24.3%) Est. Cost $35.13 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $2,419 (+18.2%) Shares 17,662 (+22.9%) Est. Cost $110.41 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $991 (+60.1%) Shares 5,097 (+10.5%) Est. Cost $153.89 Unrealized +11.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $11,694 (+3.2%) Shares 204,290 (+2.9%) Est. Cost $55.67 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $1,526 (+30.8%) Shares 31,531 (+30.9%) Est. Cost $46.15 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $3,862 (-8.5%) Shares 89,197 (+3.7%) Est. Cost $65.84 Unrealized -32.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,200 (-22.8%) Shares 10,051 (+54.9%) Est. Cost $153.28 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1,397 (+32.5%) Shares 58,956 (+38.7%) Est. Cost $27.37 Unrealized -16.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,368 (+33.2%) Shares 67,618 (+34.4%) Est. Cost $19.70 Unrealized +0.5%
QYLD GLOBAL X FDS 0.0%
Value ($000) $3,633 (+10.1%) Shares 205,584 (+6.0%) Est. Cost $17.48 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1,507 (+28.5%) Shares 5,479 (+22.5%) Est. Cost $277.59 Unrealized -1.5%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $3,454 (+10.7%) Shares 117,631 (+12.1%) Est. Cost $29.25 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,701 (+24.1%) Shares 37,632 (+17.9%) Est. Cost $38.67 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $10,358 (+3.3%) Shares 24,541 (+1.4%) Est. Cost $171.25 Unrealized +156.5%
ARKW ARK ETF TR 0.0%
Value ($000) $2,736 (-10.4%) Shares 18,519 (+5.9%) Est. Cost $92.95 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $3,943 (+8.7%) Shares 6,333 (+10.0%) Est. Cost $395.84 Unrealized +57.0%
AON AON PLC 0.0%
Value ($000) $5,085 (+6.6%) Shares 14,410 (+7.7%) Est. Cost $289.62 Unrealized +20.6%
PPL PPL CORP 0.0%
Value ($000) $8,289 (-3.6%) Shares 236,699 (+2.3%) Est. Cost $29.54 Unrealized +21.3%
CPAY CORPAY INC 0.0%
Value ($000) $1,141 (+37.0%) Shares 3,792 (+31.1%) Est. Cost $305.35 Unrealized -4.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $3,684 (+9.1%) Shares 18,985 (+5.2%) Est. Cost $203.10 Unrealized -6.7%
ROL ROLLINS INC 0.0%
Value ($000) $5,802 (+5.6%) Shares 96,668 (+3.3%) Est. Cost $37.27 Unrealized +57.4%
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,825 (+20.1%) Shares 22,168 (+15.1%) Est. Cost $65.99 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $2,041 (+17.3%) Shares 15,007 (+22.9%) Est. Cost $129.99 Unrealized +21.6%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $513 (+139.6%) Shares 9,909 (+79.1%) Est. Cost $36.44 Unrealized +14.9%
SDIV GLOBAL X FDS 0.0%
Value ($000) $1,405 (+27.0%) Shares 58,453 (+26.7%) Est. Cost $22.91 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $11,722 (-2.5%) Shares 76,047 (+8.1%) Est. Cost $132.00 Unrealized +14.7%
SGDJ SPROTT ETF TRUST 0.0%
Value ($000) $777 (+61.5%) Shares 9,238 (+37.8%) Est. Cost $55.11 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $1,026 (+40.1%) Shares 15,464 (+42.0%) Est. Cost $84.47 Unrealized -23.5%
ICLN ISHARES TR 0.0%
Value ($000) $4,110 (+7.6%) Shares 250,137 (+1.4%) Est. Cost $15.29 Unrealized
TMFC RBB FD INC 0.0%
Value ($000) $5,201 (+5.9%) Shares 72,469 (+4.0%) Est. Cost $49.52 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $15,867 (+1.8%) Shares 281,477 (+9.8%) Est. Cost $53.10 Unrealized +8.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $6,132 (+4.9%) Shares 94,325 (+8.8%) Est. Cost $57.72 Unrealized +15.8%
LCID LUCID GROUP INC 0.0%
Value ($000) $361 (-43.7%) Shares 34,200 (+26.7%) Est. Cost $21.20 Unrealized -24.6%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,885 (+10.8%) Shares 12,530 (+10.5%) Est. Cost $192.67 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $2,859 (+10.8%) Shares 26,697 (+22.5%) Est. Cost $98.31 Unrealized +15.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3,019 (+10.1%) Shares 22,190 (+3.8%) Est. Cost $121.01 Unrealized +18.8%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,400 (+24.4%) Shares 21,244 (+25.2%) Est. Cost $58.82 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $522 (+108.8%) Shares 11,990 (+57.1%) Est. Cost $29.61 Unrealized +26.4%
ARKF ARK ETF TR 0.0%
Value ($000) $2,667 (-9.2%) Shares 55,993 (+8.3%) Est. Cost $33.45 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $1,238 (+27.5%) Shares 27,819 (+27.7%) Est. Cost $41.75 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $11,175 (-2.3%) Shares 154,153 (+2.4%) Est. Cost $58.12 Unrealized +29.8%
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,789 (+10.4%) Shares 75,673 (+7.3%) Est. Cost $30.57 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $591 (+80.3%) Shares 8,304 (+35.6%) Est. Cost $53.61 Unrealized +25.3%
MKL MARKEL GROUP INC 0.0%
Value ($000) $1,980 (+15.2%) Shares 921 (+2.4%) Est. Cost $1436.62 Unrealized +41.0%
DVY ISHARES TR 0.0%
Value ($000) $3,595 (+7.6%) Shares 25,470 (+8.4%) Est. Cost $125.55 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $2,225 (-10.2%) Shares 76,033 (+47.0%) Est. Cost $38.24 Unrealized +7.7%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,860 (+15.7%) Shares 48,818 (+10.3%) Est. Cost $30.87 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,734 (+10.1%) Shares 24,458 (+7.0%) Est. Cost $91.06 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $2,694 (+10.2%) Shares 30,117 (+7.6%) Est. Cost $72.42 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $633 (-28.3%) Shares 49,960 (+7.8%) Est. Cost $10.24 Unrealized +67.0%
INDA ISHARES TR 0.0%
Value ($000) $4,991 (+5.2%) Shares 92,346 (+1.4%) Est. Cost $49.48 Unrealized
OKLO OKLO INC 0.0%
Value ($000) $630 (-28.2%) Shares 8,778 (+11.6%) Est. Cost $81.76 Unrealized +36.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $9,054 (+2.8%) Shares 26,893 (+4.1%) Est. Cost $192.95 Unrealized +76.7%
DIV GLOBAL X FDS 0.0%
Value ($000) $5,872 (+4.3%) Shares 339,053 (+6.6%) Est. Cost $18.79 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $611 (+65.8%) Shares 2,612 (+3.2%) Est. Cost $75.57 Unrealized +156.7%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,888 (-11.3%) Shares 7,524 (+1.4%) Est. Cost $206.63 Unrealized +28.3%
EFX EQUIFAX INC 0.0%
Value ($000) $1,883 (-11.2%) Shares 8,677 (+5.0%) Est. Cost $220.97 Unrealized -1.0%
UNP UNION PAC CORP 0.0%
Value ($000) $12,998 (+1.9%) Shares 56,192 (+4.1%) Est. Cost $188.32 Unrealized +20.7%
PATH UIPATH INC 0.0%
Value ($000) $676 (+53.7%) Shares 41,269 (+25.5%) Est. Cost $16.87 Unrealized -7.8%
HYD VANECK ETF TRUST 0.0%
Value ($000) $1,865 (+14.5%) Shares 36,488 (+14.0%) Est. Cost $52.21 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $3,964 (+6.3%) Shares 45,347 (+7.9%) Est. Cost $73.22 Unrealized +16.5%
IGLB ISHARES TR 0.0%
Value ($000) $1,609 (+17.0%) Shares 31,886 (+19.5%) Est. Cost $49.86 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $928 (+33.7%) Shares 11,318 (+11.8%) Est. Cost $91.53 Unrealized -18.2%
STE STERIS PLC 0.0%
Value ($000) $1,613 (+16.8%) Shares 6,362 (+14.0%) Est. Cost $224.20 Unrealized +12.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $855 (+36.9%) Shares 5,318 (+12.7%) Est. Cost $103.00 Unrealized +43.0%
KKR KKR & CO INC 0.0%
Value ($000) $7,343 (+3.2%) Shares 57,599 (+5.2%) Est. Cost $112.05 Unrealized +10.9%
TRMB TRIMBLE INC 0.0%
Value ($000) $3,624 (+6.6%) Shares 46,259 (+11.1%) Est. Cost $62.03 Unrealized +28.5%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $560 (+66.1%) Shares 12,215 (+66.0%) Est. Cost $45.89 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $770 (-22.2%) Shares 85,794 (+58.1%) Est. Cost $16.94 Unrealized -12.9%
EFV ISHARES TR 0.0%
Value ($000) $854 (+34.4%) Shares 11,954 (+27.7%) Est. Cost $59.22 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1,412 (+18.1%) Shares 8,708 (+16.3%) Est. Cost $191.36 Unrealized -18.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $942 (+29.9%) Shares 36,012 (+22.7%) Est. Cost $17.73 Unrealized +64.2%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,322 (+10.2%) Shares 49,491 (+6.2%) Est. Cost $48.96 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $644 (+49.8%) Shares 7,043 (+37.3%) Est. Cost $65.08 Unrealized +38.2%
GDDY GODADDY INC 0.0%
Value ($000) $3,708 (+6.0%) Shares 29,883 (+16.9%) Est. Cost $148.18 Unrealized -12.7%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $1,044 (+24.3%) Shares 16,211 (+19.9%) Est. Cost $57.90 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $816 (+32.9%) Shares 25,930 (+36.9%) Est. Cost $29.65 Unrealized
POWR ISHARES INC 0.0%
Value ($000) $1,082 (+22.4%) Shares 45,966 (+30.5%) Est. Cost $23.35 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $12,126 (-1.6%) Shares 173,398 (+3.1%) Est. Cost $61.56 Unrealized +17.8%
YOLO ADVISORSHARES TR 0.0%
Value ($000) $1,666 (+13.4%) Shares 504,711 (+21.3%) Est. Cost $3.42 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $5,848 (+3.5%) Shares 13,137 (+15.9%) Est. Cost $440.56 Unrealized +4.9%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,454 (+15.6%) Shares 44,639 (+11.9%) Est. Cost $26.61 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,776 (-4.9%) Shares 52,848 (+1.1%) Est. Cost $56.42 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $5,659 (+3.6%) Shares 37,410 (+4.1%) Est. Cost $119.78 Unrealized +23.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $5,961 (+3.3%) Shares 70,151 (+2.2%) Est. Cost $74.39 Unrealized +17.6%
DEM WISDOMTREE TR 0.0%
Value ($000) $1,331 (+16.7%) Shares 28,486 (+14.9%) Est. Cost $42.24 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $566 (+50.7%) Shares 5,666 (+51.2%) Est. Cost $100.12 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $7,586 (-2.4%) Shares 131,956 (+1.4%) Est. Cost $48.07 Unrealized +23.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $32,145 (-0.6%) Shares 223,279 (+94.6%) Est. Cost $162.72 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $1,750 (+11.7%) Shares 108,909 (+4.8%) Est. Cost $14.70 Unrealized +8.3%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $950 (+23.5%) Shares 11,893 (+20.7%) Est. Cost $66.55 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,100 (+19.5%) Shares 34,899 (+18.2%) Est. Cost $34.16 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $559 (+46.1%) Shares 1,644 (+23.7%) Est. Cost $190.17 Unrealized +62.7%
VEGN ETF SER SOLUTIONS 0.0%
Value ($000) $2,110 (+9.0%) Shares 34,693 (+6.6%) Est. Cost $42.41 Unrealized
IFGL ISHARES TR 0.0%
Value ($000) $515 (+50.6%) Shares 22,288 (+50.2%) Est. Cost $20.81 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $2,283 (+8.2%) Shares 13,979 (+4.7%) Est. Cost $118.94 Unrealized +35.5%
INVH INVITATION HOMES INC 0.0%
Value ($000) $386 (+79.2%) Shares 13,906 (+89.2%) Est. Cost $29.36 Unrealized -5.8%
SRE SEMPRA 0.0%
Value ($000) $3,304 (+5.4%) Shares 37,422 (+7.4%) Est. Cost $73.13 Unrealized +23.8%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $755 (+27.9%) Shares 29,237 (+25.9%) Est. Cost $21.23 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $766 (+27.3%) Shares 6,959 (+16.1%) Est. Cost $83.77 Unrealized
REM ISHARES TR 0.0%
Value ($000) $829 (+23.9%) Shares 37,368 (+22.7%) Est. Cost $22.62 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $3,253 (+5.1%) Shares 14,112 (+3.5%) Est. Cost $170.74 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $2,081 (+8.2%) Shares 45,796 (+5.2%) Est. Cost $39.11 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $433 (+56.1%) Shares 10,475 (+49.5%) Est. Cost $38.24 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $356 (+77.4%) Shares 31,047 (+76.3%) Est. Cost $9.31 Unrealized +54.3%
INCY INCYTE CORP 0.0%
Value ($000) $849 (+22.2%) Shares 8,591 (+4.9%) Est. Cost $68.71 Unrealized +40.8%
AMCOR PLC 0.0%
Value ($000) $287 (+110.0%) Shares 34,435 (+106.0%) Est. Cost $8.89 Unrealized -7.2%
BBH VANECK ETF TRUST 0.0%
Value ($000) $1,043 (+16.8%) Shares 5,513 (+2.3%) Est. Cost $166.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $3,815 (+4.1%) Shares 12,996 (+8.3%) Est. Cost $211.07 Unrealized +36.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $17,199 (+0.9%) Shares 97,961 (+10.5%) Est. Cost $191.13 Unrealized -5.7%
OIH VANECK ETF TRUST 0.0%
Value ($000) $907 (+19.5%) Shares 3,184 (+9.0%) Est. Cost $269.36 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $362 (+67.3%) Shares 3,284 (+61.1%) Est. Cost $109.68 Unrealized +0.9%
IVE ISHARES TR 0.0%
Value ($000) $402 (+56.3%) Shares 1,897 (+52.2%) Est. Cost $208.42 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1,436 (+11.1%) Shares 21,080 (+9.1%) Est. Cost $75.80 Unrealized -13.0%
FTNT FORTINET INC 0.0%
Value ($000) $7,339 (+2.0%) Shares 92,415 (+8.0%) Est. Cost $75.42 Unrealized +10.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $5,098 (+2.9%) Shares 137,778 (+9.0%) Est. Cost $59.03 Unrealized -38.7%
IGSB ISHARES TR 0.0%
Value ($000) $3,930 (+3.8%) Shares 74,325 (+4.1%) Est. Cost $52.08 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $761 (+22.9%) Shares 5,355 (+22.0%) Est. Cost $111.36 Unrealized
ILTB ISHARES TR 0.0%
Value ($000) $2,299 (+6.6%) Shares 46,249 (+8.3%) Est. Cost $49.63 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1,562 (+9.9%) Shares 6,097 (+11.6%) Est. Cost $363.08 Unrealized -28.0%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,436 (+10.7%) Shares 18,639 (+7.9%) Est. Cost $62.94 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $544 (+33.7%) Shares 2,175 (+37.0%) Est. Cost $215.77 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $649 (+26.1%) Shares 6,261 (+23.3%) Est. Cost $134.14 Unrealized -30.1%
IVW ISHARES TR 0.0%
Value ($000) $364 (+56.7%) Shares 2,952 (+53.4%) Est. Cost $121.60 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $430 (+43.9%) Shares 43,122 (+132.0%) Est. Cost $13.91 Unrealized +3.5%
GOVT ISHARES TR 0.0%
Value ($000) $3,734 (+3.5%) Shares 162,193 (+4.0%) Est. Cost $23.11 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $1,502 (+8.9%) Shares 51,847 (+4.4%) Est. Cost $40.14 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $880 (+15.7%) Shares 1,439 (+22.9%) Est. Cost $372.35 Unrealized +73.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $3,536 (-3.2%) Shares 27,415 (+6.1%) Est. Cost $113.41 Unrealized +18.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $634 (+22.8%) Shares 33,171 (+46.3%) Est. Cost $26.82 Unrealized -25.4%
RL RALPH LAUREN CORP 0.0%
Value ($000) $475 (+32.3%) Shares 1,344 (+17.3%) Est. Cost $263.24 Unrealized +29.2%
IEX IDEX CORP 0.0%
Value ($000) $655 (+21.2%) Shares 3,679 (+10.8%) Est. Cost $158.24 Unrealized +7.9%
MP MP MATERIALS CORP 0.0%
Value ($000) $665 (-14.1%) Shares 13,159 (+14.1%) Est. Cost $62.97 Unrealized +0.7%
IVLU ISHARES TR 0.0%
Value ($000) $670 (+19.1%) Shares 17,607 (+11.0%) Est. Cost $32.36 Unrealized
VCEB VANGUARD WORLD FD 0.0%
Value ($000) $5,576 (+2.0%) Shares 87,633 (+2.9%) Est. Cost $62.10 Unrealized
RVTY REVVITY INC 0.0%
Value ($000) $362 (+42.0%) Shares 3,742 (+28.6%) Est. Cost $106.11 Unrealized -9.5%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $397 (+36.7%) Shares 3,605 (+32.6%) Est. Cost $94.35 Unrealized +9.3%
EBAY EBAY INC. 0.0%
Value ($000) $6,503 (-1.6%) Shares 74,657 (+2.7%) Est. Cost $58.71 Unrealized +47.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $3,938 (-2.6%) Shares 13,806 (+5.0%) Est. Cost $164.01 Unrealized +78.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $15,018 (-0.7%) Shares 168,983 (+7.8%) Est. Cost $95.30 Unrealized -4.4%
RR RICHTECH ROBOTICS INC 0.0%
Value ($000) $192 (+117.4%) Shares 59,312 (+188.7%) Est. Cost $3.80 Unrealized +16.3%
EFAV ISHARES TR 0.0%
Value ($000) $392 (+35.3%) Shares 4,543 (+33.1%) Est. Cost $84.71 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $403 (+33.9%) Shares 8,209 (+18.9%) Est. Cost $41.04 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1,882 (+5.7%) Shares 78,372 (+8.1%) Est. Cost $16.70 Unrealized +40.3%
AES AES CORP 0.0%
Value ($000) $375 (+36.4%) Shares 26,134 (+25.2%) Est. Cost $16.15 Unrealized -13.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1,451 (+7.3%) Shares 6,687 (+12.6%) Est. Cost $211.82 Unrealized +0.9%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $755 (+15.0%) Shares 8,354 (+11.8%) Est. Cost $84.94 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $353 (+37.8%) Shares 727 (+50.2%) Est. Cost $561.09 Unrealized -11.0%
ECH ISHARES INC 0.0%
Value ($000) $389 (+33.0%) Shares 9,624 (+8.5%) Est. Cost $30.65 Unrealized
BGRN ISHARES TR 0.0%
Value ($000) $1,463 (+7.0%) Shares 30,518 (+7.4%) Est. Cost $48.89 Unrealized
PL PLANET LABS PBC 0.0%
Value ($000) $251 (+60.2%) Shares 12,715 (+5.4%) Est. Cost $8.06 Unrealized +77.9%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,626 (+3.7%) Shares 51,898 (+3.9%) Est. Cost $50.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $3,283 (+2.9%) Shares 59,944 (+1.2%) Est. Cost $41.77 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $1,597 (+6.0%) Shares 8,630 (+8.6%) Est. Cost $159.32 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,165 (-2.8%) Shares 11,758 (+1.1%) Est. Cost $177.75 Unrealized
JBL JABIL INC 0.0%
Value ($000) $661 (+15.5%) Shares 2,899 (+10.0%) Est. Cost $149.85 Unrealized +42.3%
BYND BEYOND MEAT INC 0.0%
Value ($000) $108 (+441.4%) Shares 131,429 (+1147.8%) Est. Cost $1.51 Unrealized -8.2%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,520 (+3.6%) Shares 120,006 (+3.3%) Est. Cost $21.01 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $505 (-14.8%) Shares 25,135 (+15.8%) Est. Cost $20.65 Unrealized +8.7%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $597 (+17.1%) Shares 9,114 (+9.3%) Est. Cost $50.44 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1,356 (+6.9%) Shares 8,088 (+8.9%) Est. Cost $111.21 Unrealized +54.9%
IHI ISHARES TR 0.0%
Value ($000) $693 (+14.2%) Shares 11,152 (+10.4%) Est. Cost $54.98 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,357 (+6.7%) Shares 21,486 (+6.3%) Est. Cost $46.18 Unrealized
KRMA GLOBAL X FDS 0.0%
Value ($000) $1,175 (+7.6%) Shares 27,059 (+6.9%) Est. Cost $36.66 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $974 (+9.1%) Shares 9,127 (+6.9%) Est. Cost $102.05 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $507 (+19.0%) Shares 67,421 (+51.5%) Est. Cost $9.56 Unrealized -1.6%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $515 (-13.1%) Shares 38,978 (+6.2%) Est. Cost $10.04 Unrealized +52.9%
EZU ISHARES INC 0.0%
Value ($000) $651 (+13.1%) Shares 10,152 (+9.3%) Est. Cost $54.46 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $2,632 (+3.0%) Shares 5,153 (+18.1%) Est. Cost $484.52 Unrealized +8.7%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $974 (+8.3%) Shares 27,013 (+8.6%) Est. Cost $31.84 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $377 (+24.8%) Shares 9,744 (+37.4%) Est. Cost $41.51 Unrealized -8.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $11,672 (-0.6%) Shares 216,823 (+15.3%) Est. Cost $58.25 Unrealized -2.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1,177 (+6.7%) Shares 2,593 (+22.9%) Est. Cost $446.30 Unrealized +6.7%
PFFD GLOBAL X FDS 0.0%
Value ($000) $388 (+23.0%) Shares 20,538 (+26.4%) Est. Cost $18.92 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $441 (+19.6%) Shares 5,049 (+3.9%) Est. Cost $102.69 Unrealized -19.9%
AIZ ASSURANT INC 0.0%
Value ($000) $313 (+30.0%) Shares 1,301 (+16.9%) Est. Cost $204.69 Unrealized +8.9%
EWS ISHARES INC 0.0%
Value ($000) $355 (+25.5%) Shares 12,920 (+29.3%) Est. Cost $26.33 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $2,414 (-2.9%) Shares 10,734 (+29.4%) Est. Cost $219.21 Unrealized +28.8%
DAYFORCE INC 0.0%
Value ($000) $286 (+32.8%) Shares 4,131 (+32.2%) Est. Cost $63.84 Unrealized +7.8%
HAS HASBRO INC 0.0%
Value ($000) $321 (+27.9%) Shares 3,915 (+18.3%) Est. Cost $76.73 Unrealized +1.7%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $467 (+17.5%) Shares 2,235 (+13.6%) Est. Cost $162.05 Unrealized +19.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $5,226 (+1.3%) Shares 18,099 (+5.4%) Est. Cost $226.43 Unrealized +27.5%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $445 (+18.1%) Shares 5,976 (+16.0%) Est. Cost $58.47 Unrealized +23.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $1,154 (+6.0%) Shares 14,481 (+24.8%) Est. Cost $83.04 Unrealized +0.4%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $1,984 (-3.2%) Shares 15,716 (+1.4%) Est. Cost $123.14 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1,107 (+6.3%) Shares 9,713 (+6.2%) Est. Cost $98.11 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $274 (+31.2%) Shares 1,903 (+32.8%) Est. Cost $130.14 Unrealized +18.2%
USMV ISHARES TR 0.0%
Value ($000) $898 (+7.8%) Shares 9,537 (+8.9%) Est. Cost $83.51 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $239 (+35.8%) Shares 20,830 (+34.9%) Est. Cost $9.13 Unrealized +46.8%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $351 (+21.2%) Shares 8,032 (+40.8%) Est. Cost $53.16 Unrealized -13.4%
XES SPDR SERIES TRUST 0.0%
Value ($000) $473 (+15.0%) Shares 5,766 (+1.5%) Est. Cost $75.58 Unrealized
NACP TIDAL TRUST III 0.0%
Value ($000) $1,167 (+5.3%) Shares 23,692 (+1.9%) Est. Cost $34.28 Unrealized
XHE SPDR SERIES TRUST 0.0%
Value ($000) $445 (+14.9%) Shares 5,043 (+2.6%) Est. Cost $83.99 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $331 (+20.0%) Shares 1,378 (+13.2%) Est. Cost $202.67 Unrealized +15.6%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $269 (+25.7%) Shares 4,572 (+18.9%) Est. Cost $54.61 Unrealized +11.2%
EPOL ISHARES TR 0.0%
Value ($000) $460 (+13.5%) Shares 13,076 (+3.9%) Est. Cost $32.35 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $1,220 (+4.7%) Shares 11,432 (+4.8%) Est. Cost $106.06 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $819 (+7.1%) Shares 17,541 (+3.8%) Est. Cost $51.30 Unrealized -10.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $5,018 (+1.1%) Shares 19,600 (+2.0%) Est. Cost $180.85 Unrealized +37.9%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $692 (+8.2%) Shares 3,336 (+6.8%) Est. Cost $182.17 Unrealized
AFK VANECK ETF TRUST 0.0%
Value ($000) $278 (+22.5%) Shares 10,404 (+11.6%) Est. Cost $24.62 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $8,603 (-0.6%) Shares 53,119 (+3.4%) Est. Cost $131.54 Unrealized +18.8%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $976 (+5.5%) Shares 20,865 (+3.1%) Est. Cost $35.65 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $569 (+9.5%) Shares 17,363 (+11.6%) Est. Cost $26.36 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $14,908 (-0.3%) Shares 76,417 (+7.5%) Est. Cost $162.04 Unrealized +20.4%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $380 (+14.3%) Shares 70,282 (+38.0%) Est. Cost $5.81 Unrealized +12.5%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $276 (+20.7%) Shares 3,098 (+10.1%) Est. Cost $78.46 Unrealized +17.1%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,940 (+2.5%) Shares 25,572 (+4.9%) Est. Cost $78.45 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $485 (+10.7%) Shares 21,906 (+48.9%) Est. Cost $22.48 Unrealized +45.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $868 (-4.9%) Shares 9,655 (+4.2%) Est. Cost $103.24 Unrealized -8.4%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $264 (-14.2%) Shares 18,647 (+118.0%) Est. Cost $33.76 Unrealized -15.3%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $310 (+16.4%) Shares 10,992 (+2.7%) Est. Cost $19.42 Unrealized +33.8%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $648 (+7.2%) Shares 21,204 (+1.4%) Est. Cost $38.13 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $319 (+15.6%) Shares 4,027 (+6.5%) Est. Cost $71.35 Unrealized +7.3%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,764 (+1.5%) Shares 39,765 (+3.5%) Est. Cost $72.10 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $906 (+4.9%) Shares 10,473 (+11.2%) Est. Cost $81.09 Unrealized +7.6%
ALIT ALIGHT INC 0.0%
Value ($000) $97 (+61.5%) Shares 49,703 (+169.9%) Est. Cost $3.14 Unrealized -21.8%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $2,280 (-1.5%) Shares 11,054 (+4.1%) Est. Cost $154.82 Unrealized +30.7%
ECNS ISHARES TR 0.0%
Value ($000) $364 (+9.8%) Shares 11,098 (+32.2%) Est. Cost $33.20 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $529 (+6.5%) Shares 29,829 (+2.2%) Est. Cost $14.68 Unrealized +15.4%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $325 (+10.8%) Shares 13,023 (+10.8%) Est. Cost $25.30 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $447 (+7.6%) Shares 31,108 (+41.7%) Est. Cost $15.58 Unrealized +11.0%
DRIV GLOBAL X FDS 0.0%
Value ($000) $288 (+12.0%) Shares 9,749 (+7.0%) Est. Cost $28.37 Unrealized
GSJY GOLDMAN SACHS ETF TR 0.0%
Value ($000) $239 (+14.5%) Shares 5,139 (+10.8%) Est. Cost $45.24 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $3,873 (-0.8%) Shares 59,502 (+10.2%) Est. Cost $78.27 Unrealized -11.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $12,768 (+0.2%) Shares 27,237 (+4.9%) Est. Cost $293.00 Unrealized +73.8%
NRG NRG ENERGY INC 0.0%
Value ($000) $1,206 (+2.4%) Shares 7,571 (+4.1%) Est. Cost $82.67 Unrealized +100.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,055 (+2.7%) Shares 8,959 (+3.3%) Est. Cost $76.95 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $496 (-5.2%) Shares 2,776 (+3.8%) Est. Cost $171.18 Unrealized +9.4%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $729 (+3.8%) Shares 2,886 (+4.5%) Est. Cost $190.42 Unrealized +29.7%
KBE SPDR SERIES TRUST 0.0%
Value ($000) $415 (+6.6%) Shares 6,835 (+4.4%) Est. Cost $47.01 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $801 (-3.0%) Shares 19,834 (+11.6%) Est. Cost $36.32 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $2,178 (-1.1%) Shares 5,226 (+2.5%) Est. Cost $359.35 Unrealized +15.6%
MOO VANECK ETF TRUST 0.0%
Value ($000) $378 (+6.5%) Shares 5,199 (+7.4%) Est. Cost $73.56 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $924 (+2.5%) Shares 2,856 (+2.3%) Est. Cost $217.09 Unrealized +45.6%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $289 (+8.5%) Shares 26,542 (+13.4%) Est. Cost $11.13 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $276 (+8.8%) Shares 10,926 (+9.1%) Est. Cost $25.30 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $646 (+3.4%) Shares 2,874 (+2.2%) Est. Cost $222.22 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $462 (-4.3%) Shares 8,875 (+5.0%) Est. Cost $47.54 Unrealized
EFAX SPDR INDEX SHS FDS 0.0%
Value ($000) $221 (+10.4%) Shares 4,387 (+7.9%) Est. Cost $49.40 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $531 (-3.7%) Shares 5,098 (+2.4%) Est. Cost $91.30 Unrealized +16.9%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $141 (-12.6%) Shares 24,106 (+19.5%) Est. Cost $2.53 Unrealized +187.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $271 (+7.8%) Shares 5,895 (+61.1%) Est. Cost $40.51 Unrealized +12.4%
PTC PTC INC 0.0%
Value ($000) $741 (+2.6%) Shares 4,251 (+19.6%) Est. Cost $183.26 Unrealized +1.4%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $127 (+17.5%) Shares 49,092 (+24.8%) Est. Cost $3.33 Unrealized -23.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $9,717 (-0.2%) Shares 115,880 (+4.3%) Est. Cost $84.58 Unrealized +0.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $1,530 (-1.2%) Shares 8,317 (+2.2%) Est. Cost $156.66 Unrealized +16.2%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $583 (+3.1%) Shares 16,920 (+3.5%) Est. Cost $29.18 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $402 (+4.4%) Shares 10,313 (+1.5%) Est. Cost $32.21 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $7,089 (+0.2%) Shares 70,985 (+4.8%) Est. Cost $85.14 Unrealized +19.8%
GEN GEN DIGITAL INC 0.0%
Value ($000) $920 (+1.8%) Shares 33,828 (+6.3%) Est. Cost $21.54 Unrealized +24.6%
FITE SPDR SERIES TRUST 0.0%
Value ($000) $432 (+3.7%) Shares 5,066 (+3.9%) Est. Cost $66.66 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $936 (+1.6%) Shares 19,202 (+1.8%) Est. Cost $47.76 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $7,065 (-0.2%) Shares 64,072 (+1.1%) Est. Cost $62.33 Unrealized +76.2%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $298 (+5.1%) Shares 8,651 (+14.0%) Est. Cost $40.08 Unrealized -17.9%
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $225 (-4.9%) Shares 143,928 (+76.7%) Est. Cost $3.92 Unrealized -39.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $525 (-2.2%) Shares 3,300 (+9.0%) Est. Cost $115.97 Unrealized +43.7%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $119 (-8.8%) Shares 11,489 (+2.2%) Est. Cost $10.99 Unrealized +9.3%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,831 (+0.3%) Shares 39,555 (+2.1%) Est. Cost $67.79 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $950 (+1.1%) Shares 42,482 (+1.6%) Est. Cost $22.98 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $225 (-4.3%) Shares 21,968 (+71.7%) Est. Cost $12.42 Unrealized +14.6%
HNST HONEST CO INC 0.0%
Value ($000) $65 (-13.1%) Shares 25,177 (+24.0%) Est. Cost $4.01 Unrealized -23.6%
AWR AMER STATES WTR CO 0.0%
Value ($000) $242 (+3.5%) Shares 3,339 (+4.7%) Est. Cost $77.64 Unrealized -5.5%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $1,528 (+0.5%) Shares 5,839 (+2.8%) Est. Cost $229.04 Unrealized +11.9%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $228 (+3.1%) Shares 3,266 (+1.3%) Est. Cost $68.48 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $531 (+0.7%) Shares 50,953 (+19.1%) Est. Cost $8.65 Unrealized +59.4%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $539 (+0.7%) Shares 11,239 (+3.8%) Est. Cost $46.87 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $480 (-0.8%) Shares 9,147 (+22.6%) Est. Cost $45.59 Unrealized +31.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $409 (-0.8%) Shares 5,384 (+19.4%) Est. Cost $66.93 Unrealized +22.3%
IONQ IONQ INC 0.0%
Value ($000) $719 (-0.3%) Shares 16,018 (+36.6%) Est. Cost $49.44 Unrealized +13.4%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $277 (+0.6%) Shares 19,020 (+6.2%) Est. Cost $10.99 Unrealized +54.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $754 (+0.2%) Shares 16,634 (+98.0%) Est. Cost $63.90 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $274 (-0.5%) Shares 6,006 (+8.0%) Est. Cost $38.88 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $2,702 (-0.0%) Shares 33,616 (+8.0%) Est. Cost $69.88 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $57 (+0.2%) Shares 13,851 (+19.5%) Est. Cost $5.20 Unrealized -4.8%

Exited Positions (25)

KELLANOVA 0.0%
Value ($000) $8,854 Shares 107,946 Est. Cost $60.89 Unrealized +35.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $4,718 Shares 56,614 Est. Cost $89.30 Unrealized -35.0%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $1,013 Shares 36,299 Est. Cost $25.72 Unrealized +1.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $688 Shares 16,355 Est. Cost $65.35 Unrealized -37.6%
TILRAY BRANDS INC 0.0%
Value ($000) $370 Shares 213,665 Est. Cost $1.59 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $369 Shares 16,764 Est. Cost $16.73 Unrealized +24.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $324 Shares 5,577 Est. Cost $76.85 Unrealized -23.6%
BLCN SIREN ETF TR 0.0%
Value ($000) $288 Shares 10,401 Est. Cost $26.93 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $267 Shares 5,288 Est. Cost $46.45 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $236 Shares 4,313 Est. Cost $54.22 Unrealized -7.7%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $218 Shares 4,295 Est. Cost $45.08 Unrealized +4.8%
IDEV ISHARES TR 0.0%
Value ($000) $217 Shares 2,708 Est. Cost $80.17 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $211 Shares 5,978 Est. Cost $35.47 Unrealized -7.4%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $211 Shares 1,940 Est. Cost $133.70 Unrealized -32.9%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $205 Shares 1,011 Est. Cost $177.42 Unrealized +13.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $205 Shares 986 Est. Cost $224.53 Unrealized -21.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $204 Shares 987 Est. Cost $201.52 Unrealized -4.1%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $201 Shares 4,412 Est. Cost $45.57 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $201 Shares 3,159 Est. Cost $64.63 Unrealized -8.8%
DNUT KRISPY KREME INC 0.0%
Value ($000) $72 Shares 18,692 Est. Cost $3.45 Unrealized +14.8%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $59 Shares 10,964 Est. Cost $5.87 Unrealized -21.9%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $46 Shares 15,140 Est. Cost $3.29 Unrealized -16.9%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $34 Shares 15,492 Est. Cost $2.36 Unrealized -2.0%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $28 Shares 11,249 Est. Cost $2.58 Unrealized -12.0%
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 11,357 Est. Cost $2.45 Unrealized -50.4%

Decreased Positions (293)

EMB ISHARES TR 0.0%
Value ($000) $21,081 (-89.7%) Shares 218,955 (-89.8%) Est. Cost $103.10 Unrealized
SCHP SCHWAB STRATEGIC TR 2.0%
Value ($000) $914,783 (-4.9%) Shares 34,533,133 (-3.2%) Est. Cost $27.13 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $178,164 (-17.8%) Shares 1,617,465 (-17.5%) Est. Cost $110.48 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $113,497 (-16.7%) Shares 184,756 (-18.6%) Est. Cost $434.83 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $5,424 (-68.6%) Shares 35,697 (-33.3%) Est. Cost $224.00 Unrealized +2.8%
MUB ISHARES TR 1.2%
Value ($000) $524,866 (-2.2%) Shares 4,900,255 (-2.8%) Est. Cost $103.93 Unrealized
SCHB SCHWAB STRATEGIC TR 3.1%
Value ($000) $1,404,991 (-0.8%) Shares 53,564,291 (-2.8%) Est. Cost $35.83 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $24,247 (-27.7%) Shares 354,702 (-5.0%) Est. Cost $53.24 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $14,926 (-35.9%) Shares 66,005 (-4.4%) Est. Cost $113.47 Unrealized +162.6%
HD HOME DEPOT INC 0.1%
Value ($000) $40,035 (-17.1%) Shares 116,346 (-2.3%) Est. Cost $241.82 Unrealized +50.8%
PWZ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $445,393 (-1.5%) Shares 18,435,141 (-2.5%) Est. Cost $23.77 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $51,377 (-11.6%) Shares 129,639 (-20.8%) Est. Cost $257.30 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $7,089 (-48.7%) Shares 339,329 (-47.0%) Est. Cost $24.31 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $314 (-95.4%) Shares 3,115 (-94.4%) Est. Cost $126.20 Unrealized -14.2%
SCHD SCHWAB STRATEGIC TR 0.8%
Value ($000) $353,503 (-1.7%) Shares 12,887,457 (-2.1%) Est. Cost $38.66 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6,583 (-47.6%) Shares 167,133 (-38.2%) Est. Cost $36.49 Unrealized +11.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $25,124 (-18.8%) Shares 307,483 (-2.6%) Est. Cost $51.51 Unrealized +74.8%
FLTR VANECK ETF TRUST 0.3%
Value ($000) $120,998 (-4.1%) Shares 4,748,728 (-3.8%) Est. Cost $25.43 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $61,879 (-7.4%) Shares 747,145 (-7.3%) Est. Cost $81.73 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $20,536 (-18.9%) Shares 48,162 (-9.7%) Est. Cost $346.77 Unrealized +23.2%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $336 (-93.0%) Shares 6,918 (-90.8%) Est. Cost $48.34 Unrealized +7.6%
ETN EATON CORP PLC 0.0%
Value ($000) $17,273 (-17.2%) Shares 54,230 (-2.7%) Est. Cost $187.28 Unrealized +89.2%
ZTS ZOETIS INC 0.0%
Value ($000) $1,912 (-64.9%) Shares 15,194 (-59.2%) Est. Cost $151.96 Unrealized -14.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $15,504 (-17.6%) Shares 95,332 (-2.3%) Est. Cost $57.05 Unrealized +226.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $35,235 (-8.6%) Shares 245,869 (-2.0%) Est. Cost $120.29 Unrealized +22.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $16,871 (-16.2%) Shares 292,598 (-4.0%) Est. Cost $42.30 Unrealized +40.3%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $7,023 (-31.4%) Shares 288,195 (-3.5%) Est. Cost $21.89 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $30,980 (-9.3%) Shares 193,143 (-8.3%) Est. Cost $96.31 Unrealized +59.5%
LEN LENNAR CORP 0.0%
Value ($000) $4,210 (-42.7%) Shares 40,955 (-29.7%) Est. Cost $98.43 Unrealized +22.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $3,256 (-48.8%) Shares 5,733 (-35.3%) Est. Cost $600.25 Unrealized +3.4%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4,676 (-39.4%) Shares 215,862 (-39.7%) Est. Cost $21.30 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $10,846 (-21.6%) Shares 67,230 (-4.7%) Est. Cost $67.85 Unrealized +168.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12,187 (-19.1%) Shares 296,368 (-7.1%) Est. Cost $25.51 Unrealized +62.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $10,724 (-19.4%) Shares 101,687 (-12.4%) Est. Cost $93.78 Unrealized +17.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3,344 (-43.4%) Shares 66,857 (-35.7%) Est. Cost $53.13 Unrealized +1.1%
VV VANGUARD INDEX FDS 0.5%
Value ($000) $225,964 (-1.0%) Shares 717,802 (-3.2%) Est. Cost $162.08 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $27,100 (-7.9%) Shares 485,671 (-6.2%) Est. Cost $59.92 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $12,041 (-15.8%) Shares 126,284 (-13.8%) Est. Cost $61.27 Unrealized +60.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4,497 (-33.3%) Shares 150,459 (-29.9%) Est. Cost $34.74 Unrealized -17.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $17,450 (-11.2%) Shares 76,630 (-3.7%) Est. Cost $112.55 Unrealized +88.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $9,739 (-18.4%) Shares 52,498 (-11.4%) Est. Cost $139.64 Unrealized +33.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $8,376 (-20.5%) Shares 32,367 (-4.9%) Est. Cost $163.20 Unrealized +61.9%
VDE VANGUARD WORLD FD 0.2%
Value ($000) $105,223 (-2.0%) Shares 835,630 (-2.0%) Est. Cost $59.50 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $13,568 (+18.4%) Shares 102,190 (-7.9%) Est. Cost $97.91 Unrealized +13.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $30,959 (-6.3%) Shares 203,130 (-4.6%) Est. Cost $123.80 Unrealized +22.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $10,661 (-15.9%) Shares 38,222 (-2.5%) Est. Cost $129.98 Unrealized +116.6%
LEN/B LENNAR CORP 0.0%
Value ($000) $370 (-84.5%) Shares 3,895 (-80.4%) Est. Cost $110.14 Unrealized +2.4%
IRM IRON MTN INC DEL 0.0%
Value ($000) $5,594 (-26.0%) Shares 67,439 (-9.1%) Est. Cost $39.15 Unrealized +137.0%
MAS MASCO CORP 0.0%
Value ($000) $4,264 (-31.5%) Shares 67,187 (-24.0%) Est. Cost $57.24 Unrealized +13.1%
SO SOUTHERN CO 0.0%
Value ($000) $14,361 (-11.9%) Shares 164,689 (-4.3%) Est. Cost $67.28 Unrealized +35.1%
IT GARTNER INC 0.0%
Value ($000) $4,678 (-29.3%) Shares 18,544 (-26.3%) Est. Cost $296.25 Unrealized -18.8%
FAST FASTENAL CO 0.0%
Value ($000) $7,680 (-20.0%) Shares 191,382 (-2.2%) Est. Cost $32.95 Unrealized +27.5%
GRMN GARMIN LTD 0.0%
Value ($000) $6,473 (-22.8%) Shares 31,908 (-6.3%) Est. Cost $131.90 Unrealized +64.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $14,197 (-11.8%) Shares 124,788 (-11.3%) Est. Cost $99.30 Unrealized +10.3%
BBY BEST BUY INC 0.0%
Value ($000) $5,921 (-23.6%) Shares 88,465 (-13.7%) Est. Cost $73.90 Unrealized +2.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3,867 (-31.5%) Shares 66,246 (-21.4%) Est. Cost $79.82 Unrealized -18.8%
TSN TYSON FOODS INC 0.0%
Value ($000) $5,105 (-24.6%) Shares 87,080 (-30.2%) Est. Cost $50.07 Unrealized +9.1%
EOG EOG RES INC 0.0%
Value ($000) $4,962 (-25.0%) Shares 47,254 (-19.9%) Est. Cost $79.65 Unrealized +34.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,542 (-51.7%) Shares 38,367 (-6.5%) Est. Cost $24.25 Unrealized +54.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $16,695 (-8.8%) Shares 178,346 (-7.9%) Est. Cost $73.22 Unrealized +22.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1,767 (-46.7%) Shares 26,280 (-33.2%) Est. Cost $73.18 Unrealized -3.2%
NKE NIKE INC 0.0%
Value ($000) $6,064 (-20.2%) Shares 95,183 (-12.7%) Est. Cost $88.17 Unrealized -26.4%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $4,575 (-25.1%) Shares 23,535 (-9.5%) Est. Cost $142.13 Unrealized +47.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1,784 (-45.7%) Shares 7,348 (-33.5%) Est. Cost $341.79 Unrealized -21.8%
BA BOEING CO 0.0%
Value ($000) $17,035 (-8.1%) Shares 78,461 (-8.6%) Est. Cost $184.21 Unrealized +11.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $3,206 (-31.1%) Shares 14,366 (-26.5%) Est. Cost $202.70 Unrealized +12.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $4,081 (-25.8%) Shares 133,615 (-29.8%) Est. Cost $21.36 Unrealized +30.5%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $10,417 (+15.5%) Shares 124,860 (-1.6%) Est. Cost $47.54 Unrealized +60.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5,878 (-18.7%) Shares 15,335 (-3.0%) Est. Cost $306.41 Unrealized +30.8%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $647 (-65.7%) Shares 2,231 (-66.2%) Est. Cost $394.35 Unrealized -29.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $6,014 (+25.6%) Shares 305,103 (-6.5%) Est. Cost $13.94 Unrealized +13.8%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3,039 (-28.4%) Shares 21,329 (-17.9%) Est. Cost $133.92 Unrealized +7.3%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $3,576 (-24.9%) Shares 20,391 (-24.7%) Est. Cost $136.73 Unrealized +26.4%
CPRT COPART INC 0.0%
Value ($000) $6,386 (-15.5%) Shares 163,127 (-3.0%) Est. Cost $37.83 Unrealized +9.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $13,957 (-7.6%) Shares 39,709 (-2.8%) Est. Cost $249.65 Unrealized +45.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $9,565 (-10.7%) Shares 29,520 (-4.5%) Est. Cost $274.53 Unrealized +21.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $13,767 (-7.2%) Shares 234,965 (-3.1%) Est. Cost $51.66 Unrealized +15.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $10,264 (-9.5%) Shares 138,963 (-1.1%) Est. Cost $60.95 Unrealized +28.4%
NWSA NEWS CORP NEW 0.0%
Value ($000) $1,348 (-44.2%) Shares 51,619 (-34.4%) Est. Cost $25.04 Unrealized +4.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $7,298 (-12.4%) Shares 47,175 (-2.2%) Est. Cost $107.69 Unrealized +51.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $11,124 (-8.1%) Shares 22,999 (-5.1%) Est. Cost $379.82 Unrealized +25.4%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $765 (-55.5%) Shares 5,778 (-49.7%) Est. Cost $129.30 Unrealized +13.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $2,412 (-27.9%) Shares 19,616 (-18.8%) Est. Cost $119.16 Unrealized +8.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $2,364 (-27.2%) Shares 61,048 (-4.8%) Est. Cost $41.87 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1,373 (-39.1%) Shares 21,659 (-26.0%) Est. Cost $79.26 Unrealized -12.4%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $11,377 (+8.4%) Shares 194,773 (-1.4%) Est. Cost $31.14 Unrealized +72.1%
VRSN VERISIGN INC 0.0%
Value ($000) $1,982 (-30.5%) Shares 8,157 (-20.1%) Est. Cost $227.34 Unrealized +10.3%
EXC EXELON CORP 0.0%
Value ($000) $14,707 (-5.6%) Shares 337,385 (-2.5%) Est. Cost $39.81 Unrealized +14.2%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $11,263 (+8.3%) Shares 100,722 (-6.6%) Est. Cost $59.84 Unrealized +68.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $9,218 (-8.5%) Shares 531,322 (-9.0%) Est. Cost $10.40 Unrealized +56.7%
RMD RESMED INC 0.0%
Value ($000) $2,938 (-22.5%) Shares 12,196 (-11.9%) Est. Cost $196.08 Unrealized +30.3%
PPG PPG INDS INC 0.0%
Value ($000) $1,492 (-35.7%) Shares 14,565 (-34.0%) Est. Cost $118.13 Unrealized -15.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $13,382 (-5.8%) Shares 82,207 (-1.5%) Est. Cost $70.40 Unrealized +139.8%
CTVA CORTEVA INC 0.0%
Value ($000) $6,424 (-11.3%) Shares 95,842 (-10.5%) Est. Cost $55.07 Unrealized +17.2%
PODD INSULET CORP 0.0%
Value ($000) $1,631 (-32.9%) Shares 5,738 (-27.2%) Est. Cost $243.43 Unrealized +28.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $4,348 (-15.5%) Shares 82,289 (-4.6%) Est. Cost $43.77 Unrealized +26.9%
NWS NEWS CORP NEW 0.0%
Value ($000) $898 (-46.8%) Shares 30,319 (-38.0%) Est. Cost $29.82 Unrealized -0.0%
STT STATE STR CORP 0.0%
Value ($000) $8,574 (+9.9%) Shares 66,462 (-1.2%) Est. Cost $82.18 Unrealized +44.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $2,323 (-24.6%) Shares 17,007 (-25.7%) Est. Cost $103.80 Unrealized +26.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,079 (-41.3%) Shares 4,835 (-21.7%) Est. Cost $208.75 Unrealized +27.1%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $3,335 (-18.5%) Shares 61,083 (-9.7%) Est. Cost $37.99 Unrealized +44.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $519 (-58.1%) Shares 32,250 (-50.0%) Est. Cost $19.62 Unrealized -11.0%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $3,362 (-17.0%) Shares 31,262 (-14.4%) Est. Cost $66.68 Unrealized +61.0%
MCHI ISHARES TR 0.0%
Value ($000) $5,531 (-11.0%) Shares 92,082 (-2.4%) Est. Cost $51.02 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $10,707 (-5.8%) Shares 389,497 (-3.0%) Est. Cost $15.22 Unrealized +76.8%
CDW CDW CORP 0.0%
Value ($000) $459 (-57.6%) Shares 3,367 (-50.4%) Est. Cost $186.40 Unrealized -21.1%
PSX PHILLIPS 66 0.0%
Value ($000) $9,100 (-6.2%) Shares 70,521 (-1.1%) Est. Cost $87.70 Unrealized +52.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1,043 (-36.6%) Shares 27,473 (-18.1%) Est. Cost $84.72 Unrealized -47.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3,979 (-13.0%) Shares 16,106 (-4.0%) Est. Cost $242.70 Unrealized +3.7%
DSI ISHARES TR 0.0%
Value ($000) $3,414 (-14.8%) Shares 26,502 (-16.7%) Est. Cost $103.47 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $3,361 (+20.8%) Shares 98,073 (-3.5%) Est. Cost $14.84 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6,441 (-8.2%) Shares 265,618 (-1.5%) Est. Cost $28.13 Unrealized -12.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $8,023 (-6.7%) Shares 38,546 (-3.7%) Est. Cost $142.78 Unrealized +42.9%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $2,875 (-16.4%) Shares 50,532 (-1.5%) Est. Cost $45.65 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $5,099 (-9.8%) Shares 17,226 (-3.2%) Est. Cost $224.80 Unrealized +34.6%
MTB M & T BK CORP 0.0%
Value ($000) $8,186 (-6.3%) Shares 40,629 (-8.1%) Est. Cost $140.89 Unrealized +34.9%
BALL BALL CORP 0.0%
Value ($000) $475 (-53.3%) Shares 8,960 (-55.6%) Est. Cost $53.26 Unrealized -7.8%
PINS PINTEREST INC 0.0%
Value ($000) $1,123 (-32.4%) Shares 43,372 (-16.1%) Est. Cost $27.07 Unrealized +6.4%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $1,309 (-28.9%) Shares 65,192 (-8.8%) Est. Cost $55.01 Unrealized -60.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4,850 (+12.2%) Shares 58,434 (-9.3%) Est. Cost $63.93 Unrealized +16.8%
HUBS HUBSPOT INC 0.0%
Value ($000) $1,124 (-31.9%) Shares 2,802 (-20.6%) Est. Cost $496.38 Unrealized -16.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $13,877 (-3.6%) Shares 150,140 (-2.8%) Est. Cost $64.97 Unrealized +45.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $4,043 (-11.3%) Shares 23,300 (-2.6%) Est. Cost $131.09 Unrealized +38.9%
WDAY WORKDAY INC 0.0%
Value ($000) $2,707 (-15.7%) Shares 12,602 (-5.5%) Est. Cost $216.65 Unrealized +4.9%
EQIX EQUINIX INC 0.0%
Value ($000) $3,370 (-12.8%) Shares 4,398 (-10.9%) Est. Cost $677.22 Unrealized +15.4%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $532 (-48.3%) Shares 16,387 (-9.6%) Est. Cost $49.47 Unrealized -13.4%
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $1,926 (-20.3%) Shares 62,811 (-11.5%) Est. Cost $31.38 Unrealized -3.6%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $5,675 (-7.9%) Shares 17,271 (-3.2%) Est. Cost $265.80 Unrealized +22.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1,387 (-24.4%) Shares 19,776 (-17.4%) Est. Cost $55.40 Unrealized +31.3%
WPC WP CAREY INC 0.0%
Value ($000) $5,468 (-7.4%) Shares 84,959 (-2.8%) Est. Cost $64.92 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2,967 (-12.4%) Shares 10,630 (-7.8%) Est. Cost $242.50 Unrealized
M MACYS INC 0.0%
Value ($000) $2,351 (+21.3%) Shares 106,612 (-1.4%) Est. Cost $16.38 Unrealized +25.0%
XYL XYLEM INC 0.0%
Value ($000) $3,962 (-9.3%) Shares 29,091 (-1.7%) Est. Cost $98.83 Unrealized +45.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $873 (-31.4%) Shares 4,181 (-9.7%) Est. Cost $311.08 Unrealized -27.7%
FOX FOX CORP 0.0%
Value ($000) $3,696 (+11.9%) Shares 56,928 (-1.3%) Est. Cost $48.33 Unrealized +20.8%
BXP BXP INC 0.0%
Value ($000) $2,860 (-11.6%) Shares 42,378 (-2.6%) Est. Cost $59.95 Unrealized +17.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $17,222 (-2.1%) Shares 172,371 (-6.4%) Est. Cost $69.63 Unrealized +36.1%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $799 (-31.2%) Shares 28,483 (-4.0%) Est. Cost $31.49 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value ($000) $2,819 (-11.2%) Shares 139,063 (-4.2%) Est. Cost $12.09 Unrealized +70.1%
NVR NVR INC 0.0%
Value ($000) $1,845 (-15.9%) Shares 253 (-7.3%) Est. Cost $4843.07 Unrealized +54.4%
MET METLIFE INC 0.0%
Value ($000) $6,385 (-5.1%) Shares 80,879 (-1.0%) Est. Cost $57.02 Unrealized +38.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $5,279 (-6.0%) Shares 82,846 (-5.3%) Est. Cost $56.29 Unrealized +9.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $2,079 (-13.4%) Shares 30,469 (-2.2%) Est. Cost $44.36 Unrealized +63.2%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $1,203 (-20.4%) Shares 80,495 (-9.8%) Est. Cost $21.94 Unrealized -28.7%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $1,317 (-18.9%) Shares 6,233 (-18.0%) Est. Cost $190.75 Unrealized
EINC VANECK ETF TRUST 0.0%
Value ($000) $1,461 (-17.3%) Shares 15,184 (-14.8%) Est. Cost $76.18 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $1,082 (+36.1%) Shares 8,250 (-1.5%) Est. Cost $108.34 Unrealized +8.4%
GAP GAP INC 0.0%
Value ($000) $1,893 (+17.8%) Shares 73,958 (-1.6%) Est. Cost $13.01 Unrealized +85.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $6,959 (-3.8%) Shares 49,760 (-1.7%) Est. Cost $89.47 Unrealized +51.4%
TWLO TWILIO INC 0.0%
Value ($000) $1,119 (+32.7%) Shares 7,870 (-6.6%) Est. Cost $86.10 Unrealized +43.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8,836 (+3.2%) Shares 188,755 (-1.8%) Est. Cost $29.46 Unrealized +48.2%
EG EVEREST GROUP LTD 0.0%
Value ($000) $240 (-53.2%) Shares 708 (-51.7%) Est. Cost $321.85 Unrealized +2.6%
CMA COMERICA INC 0.0%
Value ($000) $1,354 (+25.0%) Shares 15,580 (-1.5%) Est. Cost $36.92 Unrealized +116.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3,045 (-8.0%) Shares 34,855 (-3.7%) Est. Cost $69.06 Unrealized +29.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $440 (-37.1%) Shares 21,452 (-14.4%) Est. Cost $30.76 Unrealized -20.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1,032 (-20.1%) Shares 13,332 (-14.2%) Est. Cost $104.19 Unrealized -22.9%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $3,182 (+8.8%) Shares 11,017 (-4.1%) Est. Cost $224.14 Unrealized +21.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $9,087 (+2.9%) Shares 248,083 (-1.5%) Est. Cost $16.03 Unrealized +116.6%
DVA DAVITA INC 0.0%
Value ($000) $1,282 (-16.1%) Shares 11,281 (-1.8%) Est. Cost $84.83 Unrealized +43.3%
BSY BENTLEY SYS INC 0.0%
Value ($000) $321 (-42.6%) Shares 8,412 (-22.6%) Est. Cost $45.62 Unrealized -0.2%
MSCI MSCI INC 0.0%
Value ($000) $3,938 (-5.7%) Shares 6,864 (-6.7%) Est. Cost $408.85 Unrealized +37.0%
ICVT ISHARES TR 0.0%
Value ($000) $357 (-39.8%) Shares 3,625 (-38.9%) Est. Cost $83.37 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $714 (-24.7%) Shares 1,229 (-9.5%) Est. Cost $413.54 Unrealized +51.2%
SUI SUN CMNTYS INC 0.0%
Value ($000) $3,362 (-6.3%) Shares 27,133 (-2.5%) Est. Cost $130.22 Unrealized
WCLD WISDOMTREE TR 0.0%
Value ($000) $1,896 (-10.5%) Shares 54,169 (-10.0%) Est. Cost $34.76 Unrealized
POOL POOL CORP 0.0%
Value ($000) $200 (-52.1%) Shares 876 (-35.1%) Est. Cost $348.89 Unrealized -25.6%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $475 (+83.3%) Shares 4,680 (-1.2%) Est. Cost $40.86 Unrealized +96.5%
LIT GLOBAL X FDS 0.0%
Value ($000) $2,294 (+10.0%) Shares 35,363 (-3.6%) Est. Cost $68.33 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $4,053 (-4.9%) Shares 83,875 (-2.6%) Est. Cost $49.45 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $295 (-41.2%) Shares 10,961 (-42.4%) Est. Cost $26.34 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $1,263 (-13.7%) Shares 16,605 (-2.2%) Est. Cost $62.00 Unrealized +29.5%
FFIV F5 INC 0.0%
Value ($000) $575 (-25.0%) Shares 2,254 (-5.0%) Est. Cost $203.65 Unrealized +32.1%
PVH PVH CORPORATION 0.0%
Value ($000) $673 (-21.2%) Shares 10,040 (-1.6%) Est. Cost $77.45 Unrealized +0.9%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $1,089 (+19.8%) Shares 44,618 (-2.2%) Est. Cost $28.12 Unrealized -17.7%
FUBO FUBOTV INC 0.0%
Value ($000) $236 (-43.2%) Shares 93,519 (-6.4%) Est. Cost $3.26 Unrealized +2.0%
LKQ LKQ CORP 0.0%
Value ($000) $459 (-27.9%) Shares 15,215 (-27.1%) Est. Cost $42.25 Unrealized -29.0%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $315 (-35.8%) Shares 12,070 (-33.3%) Est. Cost $35.95 Unrealized -22.2%
REG REGENCY CTRS CORP 0.0%
Value ($000) $1,748 (-9.1%) Shares 25,322 (-4.0%) Est. Cost $49.11 Unrealized +41.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $11,964 (-1.4%) Shares 441,486 (-4.0%) Est. Cost $17.72 Unrealized +43.2%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $2,434 (-6.5%) Shares 13,493 (-2.0%) Est. Cost $133.76 Unrealized +41.4%
COHR COHERENT CORP 0.0%
Value ($000) $528 (+46.3%) Shares 2,858 (-14.6%) Est. Cost $99.69 Unrealized +50.0%
SNAP SNAP INC 0.0%
Value ($000) $637 (-20.4%) Shares 78,913 (-23.9%) Est. Cost $13.26 Unrealized -40.4%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $526 (-23.1%) Shares 11,494 (-3.3%) Est. Cost $47.51 Unrealized +6.0%
MORT VANECK ETF TRUST 0.0%
Value ($000) $298 (-34.2%) Shares 28,399 (-32.6%) Est. Cost $11.32 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $2,552 (-5.7%) Shares 35,960 (-9.5%) Est. Cost $63.13 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $386 (-28.0%) Shares 9,085 (-29.5%) Est. Cost $42.24 Unrealized
NOV NOV INC 0.0%
Value ($000) $1,132 (+15.1%) Shares 72,443 (-2.4%) Est. Cost $14.62 Unrealized +1.5%
HRB BLOCK H & R INC 0.0%
Value ($000) $756 (-16.0%) Shares 17,342 (-2.5%) Est. Cost $12.53 Unrealized +270.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $4,216 (-3.3%) Shares 14,526 (-2.1%) Est. Cost $248.10 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $342 (-28.7%) Shares 5,271 (-30.4%) Est. Cost $53.40 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1,664 (-7.5%) Shares 9,177 (-1.4%) Est. Cost $181.09 Unrealized -0.7%
CF CF INDS HLDGS INC 0.0%
Value ($000) $580 (-18.7%) Shares 7,493 (-5.7%) Est. Cost $75.04 Unrealized +9.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $339 (-27.5%) Shares 5,309 (-30.0%) Est. Cost $46.82 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $283 (-30.8%) Shares 14,838 (-30.8%) Est. Cost $17.36 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $329 (-27.5%) Shares 5,156 (-28.3%) Est. Cost $70.22 Unrealized -13.1%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $464 (-21.0%) Shares 20,787 (-12.8%) Est. Cost $20.16 Unrealized +4.7%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $7,714 (+1.6%) Shares 30,712 (-1.2%) Est. Cost $187.09 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $723 (-14.3%) Shares 15,370 (-14.5%) Est. Cost $44.37 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $1,292 (-8.5%) Shares 9,680 (-10.0%) Est. Cost $104.14 Unrealized
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $1,199 (-9.0%) Shares 39,735 (-3.4%) Est. Cost $25.30 Unrealized +20.7%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $253 (-31.8%) Shares 18,904 (-3.8%) Est. Cost $14.51 Unrealized +7.3%
UNM UNUM GROUP 0.0%
Value ($000) $6,108 (-1.9%) Shares 78,814 (-1.5%) Est. Cost $24.66 Unrealized +210.1%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $1,992 (-5.3%) Shares 11,233 (-6.8%) Est. Cost $151.23 Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $217 (-33.8%) Shares 7,190 (-56.7%) Est. Cost $22.38 Unrealized +9.7%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $5,936 (+1.9%) Shares 43,079 (-1.4%) Est. Cost $71.15 Unrealized +84.9%
KCE SPDR SERIES TRUST 0.0%
Value ($000) $745 (-11.6%) Shares 4,968 (-9.9%) Est. Cost $116.43 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $433 (+28.8%) Shares 12,321 (-3.8%) Est. Cost $40.57 Unrealized -12.7%
GWW WW GRAINGER INC 0.0%
Value ($000) $9,013 (-1.0%) Shares 8,932 (-6.5%) Est. Cost $574.82 Unrealized +68.6%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,221 (-6.6%) Shares 17,918 (-6.9%) Est. Cost $50.31 Unrealized
XT ISHARES TR 0.0%
Value ($000) $890 (-8.7%) Shares 12,765 (-5.8%) Est. Cost $58.28 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $421 (-16.4%) Shares 8,425 (-10.8%) Est. Cost $58.92 Unrealized -15.5%
HL HECLA MNG CO 0.0%
Value ($000) $237 (+53.8%) Shares 12,332 (-3.1%) Est. Cost $5.69 Unrealized +168.3%
FINX GLOBAL X FDS 0.0%
Value ($000) $470 (-14.9%) Shares 15,958 (-3.1%) Est. Cost $24.94 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $797 (+11.4%) Shares 10,541 (-2.2%) Est. Cost $58.65 Unrealized +20.0%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $472 (-14.6%) Shares 2,436 (-17.2%) Est. Cost $133.01 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $209 (-26.5%) Shares 2,897 (-25.1%) Est. Cost $70.25 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $295 (-20.0%) Shares 1,401 (-22.6%) Est. Cost $187.05 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $6,495 (-1.1%) Shares 26,925 (-3.7%) Est. Cost $171.14 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $2,437 (-2.9%) Shares 52,651 (-7.3%) Est. Cost $40.90 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $4,875 (-1.4%) Shares 171,185 (-3.4%) Est. Cost $33.84 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $2,079 (+3.3%) Shares 18,274 (-10.1%) Est. Cost $63.37 Unrealized
METV LISTED FDS TR 0.0%
Value ($000) $336 (-16.1%) Shares 17,895 (-8.0%) Est. Cost $9.70 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,227 (-5.0%) Shares 7,907 (-5.5%) Est. Cost $116.64 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $234 (-21.2%) Shares 1,351 (-6.8%) Est. Cost $237.78 Unrealized -23.1%
HERO GLOBAL X FDS 0.0%
Value ($000) $254 (-19.5%) Shares 8,536 (-8.3%) Est. Cost $25.86 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $1,111 (-5.1%) Shares 15,896 (-2.7%) Est. Cost $68.46 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1,684 (+3.7%) Shares 9,231 (-15.4%) Est. Cost $153.92 Unrealized +8.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,533 (+4.0%) Shares 34,388 (-2.1%) Est. Cost $39.06 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $303 (-15.6%) Shares 4,772 (-15.5%) Est. Cost $57.85 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $270 (+25.9%) Shares 17,590 (-7.7%) Est. Cost $13.20 Unrealized +2.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $766 (-6.6%) Shares 7,631 (-6.3%) Est. Cost $100.45 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $768 (-6.6%) Shares 4,220 (-16.7%) Est. Cost $191.44 Unrealized -10.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $257 (-16.5%) Shares 2,500 (-1.6%) Est. Cost $117.90 Unrealized -4.7%
COMP COMPASS INC 0.0%
Value ($000) $475 (-9.4%) Shares 44,958 (-31.2%) Est. Cost $8.10 Unrealized +12.6%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $102 (-32.5%) Shares 16,523 (-1.4%) Est. Cost $4.97 Unrealized +41.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $618 (-7.4%) Shares 13,991 (-16.0%) Est. Cost $25.29 Unrealized +61.2%
TXT TEXTRON INC 0.0%
Value ($000) $2,741 (+1.8%) Shares 31,442 (-1.3%) Est. Cost $49.20 Unrealized +70.1%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $291 (+19.7%) Shares 24,943 (-2.6%) Est. Cost $12.15 Unrealized -13.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $235 (-16.6%) Shares 1,953 (-11.1%) Est. Cost $115.07 Unrealized +7.4%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $378 (+14.2%) Shares 775 (-1.8%) Est. Cost $265.71 Unrealized +75.3%
MRNA MODERNA INC 0.0%
Value ($000) $405 (-10.1%) Shares 13,736 (-21.3%) Est. Cost $64.65 Unrealized -58.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $71 (-38.4%) Shares 38,041 (-57.8%) Est. Cost $1.69 Unrealized +14.0%
IWS ISHARES TR 0.0%
Value ($000) $1,689 (-2.5%) Shares 11,971 (-3.5%) Est. Cost $117.82 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $316 (-12.0%) Shares 3,227 (-2.3%) Est. Cost $113.11 Unrealized -9.1%
BUZZ VANECK ETF TRUST 0.0%
Value ($000) $204 (-17.5%) Shares 6,266 (-8.6%) Est. Cost $22.83 Unrealized
KOMP SPDR SERIES TRUST 0.0%
Value ($000) $304 (-12.2%) Shares 5,094 (-8.5%) Est. Cost $51.36 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $446 (-8.7%) Shares 6,328 (-6.4%) Est. Cost $63.70 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $670 (-5.8%) Shares 2,245 (-6.5%) Est. Cost $218.67 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $3,779 (-1.1%) Shares 28,550 (-2.6%) Est. Cost $101.73 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $6,560 (-0.6%) Shares 30,976 (-2.1%) Est. Cost $179.47 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $1,419 (+2.9%) Shares 45,525 (-1.9%) Est. Cost $26.99 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $259 (-13.0%) Shares 2,689 (-3.1%) Est. Cost $107.25 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1,053 (-3.5%) Shares 4,278 (-5.1%) Est. Cost $221.88 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $23 (-60.3%) Shares 34,691 (-2.5%) Est. Cost $2.89 Unrealized -49.9%
BETZ LISTED FDS TR 0.0%
Value ($000) $208 (-13.5%) Shares 9,893 (-1.6%) Est. Cost $23.75 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $593 (-4.9%) Shares 12,914 (-5.8%) Est. Cost $39.50 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $877 (-3.2%) Shares 2,226 (-2.7%) Est. Cost $273.61 Unrealized
EDOW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $689 (-4.0%) Shares 16,684 (-7.2%) Est. Cost $31.50 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $527 (+5.7%) Shares 4,861 (-2.5%) Est. Cost $70.40 Unrealized +44.2%
PAVE GLOBAL X FDS 0.0%
Value ($000) $2,067 (-1.3%) Shares 43,255 (-1.6%) Est. Cost $34.18 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $252 (-9.3%) Shares 3,254 (-10.2%) Est. Cost $72.81 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $308 (-7.2%) Shares 4,696 (-4.9%) Est. Cost $57.92 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $323 (-6.9%) Shares 4,526 (-4.2%) Est. Cost $72.17 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $329 (+7.5%) Shares 4,470 (-1.3%) Est. Cost $60.40 Unrealized
SHE SPDR SERIES TRUST 0.0%
Value ($000) $814 (+2.5%) Shares 6,160 (-1.1%) Est. Cost $88.78 Unrealized
DAX GLOBAL X FDS 0.0%
Value ($000) $257 (-6.6%) Shares 5,634 (-8.4%) Est. Cost $44.93 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $220 (-7.6%) Shares 3,436 (-7.9%) Est. Cost $62.88 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $905 (+2.0%) Shares 36,904 (-4.6%) Est. Cost $12.45 Unrealized +131.3%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $5,290 (+0.3%) Shares 188,862 (-8.6%) Est. Cost $31.59 Unrealized -13.8%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $636 (+2.7%) Shares 14,815 (-1.7%) Est. Cost $35.94 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $212 (-6.7%) Shares 5,083 (-8.7%) Est. Cost $40.73 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $264 (-5.4%) Shares 2,426 (-2.2%) Est. Cost $102.20 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $291 (-4.9%) Shares 3,916 (-4.8%) Est. Cost $89.73 Unrealized -22.1%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $243 (-5.7%) Shares 8,665 (-17.2%) Est. Cost $24.65 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $565 (+2.4%) Shares 12,722 (-1.3%) Est. Cost $37.12 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $519 (+2.5%) Shares 14,214 (-2.7%) Est. Cost $38.97 Unrealized -12.9%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $248 (+5.1%) Shares 2,668 (-1.4%) Est. Cost $87.23 Unrealized
KIE SPDR SERIES TRUST 0.0%
Value ($000) $428 (-2.6%) Shares 7,121 (-4.0%) Est. Cost $52.01 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $1,135 (+1.0%) Shares 13,158 (-3.5%) Est. Cost $70.80 Unrealized +18.9%
R RYDER SYS INC 0.0%
Value ($000) $213 (-4.8%) Shares 1,112 (-6.2%) Est. Cost $180.37 Unrealized -0.4%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $244 (+4.4%) Shares 2,042 (-1.4%) Est. Cost $91.78 Unrealized +24.5%
UDR UDR INC 0.0%
Value ($000) $360 (-2.7%) Shares 9,815 (-1.2%) Est. Cost $38.48 Unrealized -7.7%
RYLD GLOBAL X FDS 0.0%
Value ($000) $489 (-2.0%) Shares 31,966 (-3.6%) Est. Cost $15.62 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $306 (+3.2%) Shares 574 (-3.4%) Est. Cost $365.02 Unrealized +54.8%
RUN SUNRUN INC 0.0%
Value ($000) $228 (-2.9%) Shares 12,365 (-8.7%) Est. Cost $8.24 Unrealized +132.8%
PZT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $410 (-1.3%) Shares 18,360 (-1.7%) Est. Cost $21.84 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $770 (-0.7%) Shares 10,180 (-1.7%) Est. Cost $65.09 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $549 (+1.0%) Shares 2,469 (-8.9%) Est. Cost $158.15 Unrealized +25.4%
SPYX SPDR SERIES TRUST 0.0%
Value ($000) $1,440 (-0.2%) Shares 25,626 (-2.6%) Est. Cost $48.71 Unrealized
KRBN KRANESHARES TRUST 0.0%
Value ($000) $289 (-0.9%) Shares 8,176 (-9.3%) Est. Cost $42.53 Unrealized
CROX CROCS INC 0.0%
Value ($000) $344 (+0.4%) Shares 4,020 (-2.0%) Est. Cost $102.28 Unrealized -18.2%
IAK ISHARES TR 0.0%
Value ($000) $216 (+0.1%) Shares 1,585 (-1.4%) Est. Cost $137.57 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $201 (+0.1%) Shares 2,249 (-5.4%) Est. Cost $78.80 Unrealized +10.9%

Unchanged Positions (81)

VTI VANGUARD INDEX FDS 13.5%
Value ($000) $6,043,337 Shares 18,025,283 Est. Cost $188.81 Unrealized
VEA VANGUARD TAX-MANAGED FDS 8.2%
Value ($000) $3,666,088 Shares 58,685,582 Est. Cost $42.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.7%
Value ($000) $2,548,282 Shares 47,401,085 Est. Cost $41.92 Unrealized
T AT&T INC 0.1%
Value ($000) $34,816 Shares 1,401,599 Est. Cost $16.56 Unrealized +52.7%
VXF VANGUARD INDEX FDS 1.6%
Value ($000) $709,982 Shares 3,395,096 Est. Cost $132.39 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $50,293 Shares 58,322 Est. Cost $435.55 Unrealized +108.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $25,964 Shares 107,129 Est. Cost $152.03 Unrealized +46.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $29,220 Shares 238,068 Est. Cost $78.20 Unrealized +54.6%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $115,928 Shares 359,778 Est. Cost $141.81 Unrealized +118.3%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $97,930 Shares 550,941 Est. Cost $31.94 Unrealized +466.7%
DHI D R HORTON INC 0.0%
Value ($000) $12,998 Shares 90,248 Est. Cost $89.46 Unrealized +69.9%
BLK BLACKROCK INC 0.0%
Value ($000) $22,030 Shares 20,582 Est. Cost $985.05 Unrealized +10.6%
V VISA INC 0.1%
Value ($000) $67,091 Shares 191,300 Est. Cost $207.26 Unrealized +64.2%
PHM PULTE GROUP INC 0.0%
Value ($000) $11,212 Shares 95,614 Est. Cost $54.74 Unrealized +123.7%
ABT ABBOTT LABS 0.0%
Value ($000) $20,522 Shares 163,796 Est. Cost $101.91 Unrealized +24.9%
GE GE AEROSPACE 0.1%
Value ($000) $47,690 Shares 154,824 Est. Cost $91.01 Unrealized +230.5%
USB US BANCORP DEL 0.0%
Value ($000) $14,888 Shares 279,015 Est. Cost $40.17 Unrealized +21.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $12,337 Shares 66,974 Est. Cost $164.87 Unrealized +22.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $10,938 Shares 28,105 Est. Cost $165.46 Unrealized +150.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $18,435 Shares 89,917 Est. Cost $43.14 Unrealized +361.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $11,903 Shares 241,880 Est. Cost $34.88 Unrealized +31.3%
SYY SYSCO CORP 0.0%
Value ($000) $6,766 Shares 91,819 Est. Cost $70.53 Unrealized +7.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $5,613 Shares 198,635 Est. Cost $21.73 Unrealized +21.0%
TPR TAPESTRY INC 0.0%
Value ($000) $6,315 Shares 49,425 Est. Cost $20.86 Unrealized +446.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $1,485 Shares 61,646 Est. Cost $23.70 Unrealized +12.9%
VTRS VIATRIS INC 0.0%
Value ($000) $2,861 Shares 229,790 Est. Cost $9.67 Unrealized +10.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $12,381 Shares 205,970 Est. Cost $29.69 Unrealized +102.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $8,055 Shares 125,251 Est. Cost $45.75 Unrealized +46.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $4,292 Shares 163,065 Est. Cost $18.01 Unrealized +39.4%
HOLX HOLOGIC INC 0.0%
Value ($000) $4,537 Shares 60,910 Est. Cost $64.53 Unrealized +13.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $6,551 Shares 143,848 Est. Cost $26.66 Unrealized +77.6%
IGV ISHARES TR 0.0%
Value ($000) $4,163 Shares 39,386 Est. Cost $115.95 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $12,359 Shares 285,747 Est. Cost $41.08 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $2,265 Shares 86,224 Est. Cost $12.16 Unrealized +100.0%
WAB WABTEC 0.0%
Value ($000) $5,702 Shares 26,712 Est. Cost $118.49 Unrealized +73.3%
ELF E L F BEAUTY INC 0.0%
Value ($000) $319 Shares 4,201 Est. Cost $103.63 Unrealized -5.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5,526 Shares 66,090 Est. Cost $73.83 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $558 Shares 47,300 Est. Cost $18.01 Unrealized -29.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $791 Shares 11,404 Est. Cost $37.32 Unrealized +71.7%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $3,083 Shares 14,141 Est. Cost $127.12 Unrealized +73.8%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $7,349 Shares 72,066 Est. Cost $88.85 Unrealized
IQDF FLEXSHARES TR 0.0%
Value ($000) $2,863 Shares 94,182 Est. Cost $25.12 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $3,928 Shares 94,052 Est. Cost $33.44 Unrealized +27.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $2,848 Shares 35,956 Est. Cost $64.52 Unrealized +22.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $8,954 Shares 1,672 Est. Cost $2723.98 Unrealized +88.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $5,697 Shares 18,859 Est. Cost $248.26 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $4,835 Shares 10,886 Est. Cost $235.10 Unrealized +86.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,237 Shares 24,885 Est. Cost $101.54 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $6,643 Shares 19,276 Est. Cost $223.14 Unrealized +52.6%
AOS SMITH A O CORP 0.0%
Value ($000) $1,085 Shares 16,229 Est. Cost $41.55 Unrealized +62.3%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $2,284 Shares 22,059 Est. Cost $78.59 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $2,468 Shares 30,738 Est. Cost $59.00 Unrealized +37.4%
ACES ALPS ETF TR 0.0%
Value ($000) $3,077 Shares 94,918 Est. Cost $26.92 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $3,266 Shares 19,141 Est. Cost $131.32 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $3,441 Shares 15,455 Est. Cost $193.81 Unrealized +22.8%
EQT EQT CORP 0.0%
Value ($000) $2,984 Shares 55,675 Est. Cost $43.38 Unrealized +29.4%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $538 Shares 5,226 Est. Cost $104.88 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $59 Shares 63,562 Est. Cost $1.24 Unrealized -12.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $342 Shares 15,290 Est. Cost $18.59 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $6,433 Shares 76,393 Est. Cost $86.66 Unrealized -3.0%
GSEU GOLDMAN SACHS ETF TR 0.0%
Value ($000) $593 Shares 12,989 Est. Cost $40.08 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $1,013 Shares 37,100 Est. Cost $27.06 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $6,718 Shares 65,617 Est. Cost $101.61 Unrealized +0.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $127 Shares 64,426 Est. Cost $3.42 Unrealized -23.7%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $267 Shares 9,547 Est. Cost $22.09 Unrealized +21.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $417 Shares 8,714 Est. Cost $35.78 Unrealized +31.7%
IDRV ISHARES TR 0.0%
Value ($000) $520 Shares 13,713 Est. Cost $35.32 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $385 Shares 11,406 Est. Cost $26.04 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $206 Shares 1,000 Est. Cost $210.78 Unrealized -1.3%
EWW ISHARES INC 0.0%
Value ($000) $725 Shares 10,452 Est. Cost $55.17 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $359 Shares 28,890 Est. Cost $13.13 Unrealized -5.9%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $303 Shares 3,360 Est. Cost $48.51 Unrealized +89.2%
GPRO GOPRO INC 0.0%
Value ($000) $19 Shares 13,546 Est. Cost $2.62 Unrealized -30.9%
BWA BORGWARNER INC 0.0%
Value ($000) $377 Shares 8,370 Est. Cost $32.93 Unrealized +32.7%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $216 Shares 1,923 Est. Cost $86.74 Unrealized +21.2%
EFA ISHARES TR 0.0%
Value ($000) $409 Shares 4,254 Est. Cost $73.37 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $225 Shares 702 Est. Cost $180.38 Unrealized +78.9%
VEGI ISHARES INC 0.0%
Value ($000) $278 Shares 7,205 Est. Cost $39.28 Unrealized
ITT ITT INC 0.0%
Value ($000) $202 Shares 1,162 Est. Cost $167.78 Unrealized +6.8%
APA APA CORPORATION 0.0%
Value ($000) $2,507 Shares 102,477 Est. Cost $16.01 Unrealized +50.7%
SCJ ISHARES INC 0.0%
Value ($000) $221 Shares 2,405 Est. Cost $92.04 Unrealized