TFC Financial Management, Inc. Diversified Active

Location: Boston, MA

CIK: 0001827844 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 23, 2026

Total Value: $902M (100.0% shares, 0.0% debt)

Holdings (1,034)

New Positions (99)

CVMC MORGAN STANLEY ETF TRUST 0.5%
Value $4.655M Shares 61,148 Est. Cost $76.13 Unrealized
EEM ISHARES TR 0.0%
Value $176K Shares 2,572 Est. Cost $68.41 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $148K Shares 1,089 Est. Cost $135.64 Unrealized
GHC GRAHAM HLDGS CO 0.0%
Value $118K Shares 103 Est. Cost $1141.43 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $117K Shares 524 Est. Cost $223.99 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $115K Shares 522 Est. Cost $221.08 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $113K Shares 4,836 Est. Cost $23.44 Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value $88,827 Shares 1,837 Est. Cost $48.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $72,072 Shares 814 Est. Cost $88.54 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value $69,555 Shares 773 Est. Cost $89.98 Unrealized
MTN VAIL RESORTS INC 0.0%
Value $56,094 Shares 412 Est. Cost $136.15 Unrealized
TX TERNIUM SA 0.0%
Value $46,501 Shares 1,089 Est. Cost $42.70 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $30,924 Shares 344 Est. Cost $89.90 Unrealized
REPL REPLIMUNE GROUP INC 0.0%
Value $29,790 Shares 2,691 Est. Cost $11.07 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $24,775 Shares 145 Est. Cost $170.86 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $20,858 Shares 147 Est. Cost $141.89 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value $17,653 Shares 435 Est. Cost $40.58 Unrealized
IVLU ISHARES TR 0.0%
Value $15,241 Shares 364 Est. Cost $41.87 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value $13,744 Shares 343 Est. Cost $40.07 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $13,640 Shares 2,000 Est. Cost $6.82 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $12,034 Shares 51 Est. Cost $235.96 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value $10,133 Shares 252 Est. Cost $40.21 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $6,621 Shares 1,126 Est. Cost $5.88 Unrealized
RVMD REVOLUTION MEDICINES INC 0.0%
Value $6,368 Shares 34 Est. Cost $187.29 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $5,594 Shares 15 Est. Cost $372.93 Unrealized
BLBD BLUE BIRD CORP 0.0%
Value $5,528 Shares 70 Est. Cost $78.97 Unrealized
NTNX NUTANIX INC 0.0%
Value $5,096 Shares 100 Est. Cost $50.96 Unrealized
DGRO ISHARES TR 0.0%
Value $5,003 Shares 66 Est. Cost $75.80 Unrealized
CBRS CEREBRAS SYSTEMS INC 0.0%
Value $4,641 Shares 21 Est. Cost $221.00 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $3,957 Shares 26 Est. Cost $152.19 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $3,333 Shares 11 Est. Cost $303.00 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $2,987 Shares 81 Est. Cost $36.88 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value $2,905 Shares 500 Est. Cost $5.81 Unrealized
IWO ISHARES TR 0.0%
Value $2,758 Shares 7 Est. Cost $394.00 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $2,569 Shares 13 Est. Cost $197.62 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $2,416 Shares 16 Est. Cost $151.00 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $1,926 Shares 30 Est. Cost $64.20 Unrealized
UNIT UNITI GROUP LLC 0.0%
Value $1,698 Shares 148 Est. Cost $11.47 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $1,543 Shares 54 Est. Cost $28.57 Unrealized
VOLT TEMA ETF TRUST 0.0%
Value $1,341 Shares 32 Est. Cost $41.91 Unrealized
ERIE ERIE INDTY CO 0.0%
Value $1,199 Shares 5 Est. Cost $239.80 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $1,046 Shares 4 Est. Cost $261.50 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $811 Shares 6 Est. Cost $135.17 Unrealized
HUM HUMANA INC 0.0%
Value $795 Shares 2 Est. Cost $397.50 Unrealized
QLYS QUALYS INC 0.0%
Value $688 Shares 5 Est. Cost $137.60 Unrealized
DOV DOVER CORP 0.0%
Value $673 Shares 3 Est. Cost $224.33 Unrealized
ELF E L F BEAUTY INC 0.0%
Value $666 Shares 9 Est. Cost $74.00 Unrealized
DT DYNATRACE INC 0.0%
Value $659 Shares 15 Est. Cost $43.93 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $642 Shares 17 Est. Cost $37.76 Unrealized
DOCS DOXIMITY INC 0.0%
Value $623 Shares 30 Est. Cost $20.77 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $619 Shares 3 Est. Cost $206.33 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $616 Shares 5 Est. Cost $123.20 Unrealized
CVCO CAVCO INDS INC DEL 0.0%
Value $615 Shares 1 Est. Cost $615.00 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $593 Shares 2 Est. Cost $296.50 Unrealized
RHI ROBERT HALF INC. 0.0%
Value $584 Shares 19 Est. Cost $30.74 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $580 Shares 26 Est. Cost $22.31 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $578 Shares 13 Est. Cost $44.46 Unrealized
MZTI MARZETTI COMPANY 0.0%
Value $571 Shares 5 Est. Cost $114.20 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $569 Shares 14 Est. Cost $40.64 Unrealized
BSY BENTLEY SYS INC 0.0%
Value $568 Shares 19 Est. Cost $29.89 Unrealized
SJM SMUCKER J M CO 0.0%
Value $563 Shares 5 Est. Cost $112.60 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $557 Shares 4 Est. Cost $139.25 Unrealized
WING WINGSTOP INC 0.0%
Value $521 Shares 3 Est. Cost $173.67 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $506 Shares 3 Est. Cost $168.67 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $462 Shares 10 Est. Cost $46.20 Unrealized
RVTY REVVITY INC 0.0%
Value $446 Shares 4 Est. Cost $111.50 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $427 Shares 11 Est. Cost $38.82 Unrealized
FOXA FOX CORP 0.0%
Value $418 Shares 8 Est. Cost $52.25 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value $330 Shares 1 Est. Cost $330.00 Unrealized
FLEX FLEX LTD 0.0%
Value $325 Shares 2 Est. Cost $162.50 Unrealized
GEN GEN DIGITAL INC 0.0%
Value $249 Shares 10 Est. Cost $24.90 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $237 Shares 2 Est. Cost $118.50 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $235 Shares 8 Est. Cost $29.38 Unrealized
EIX EDISON INTL 0.0%
Value $224 Shares 3 Est. Cost $74.67 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $200 Shares 1 Est. Cost $200.00 Unrealized
VPG VISHAY PRECISION GROUP INC 0.0%
Value $150 Shares 1 Est. Cost $150.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $148 Shares 7 Est. Cost $21.14 Unrealized
COO COOPER COS INC 0.0%
Value $144 Shares 2 Est. Cost $72.00 Unrealized
ALLE ALLEGION PLC 0.0%
Value $141 Shares 1 Est. Cost $141.00 Unrealized
NBN NORTHEAST BK PORTLAND ME 0.0%
Value $133 Shares 1 Est. Cost $133.00 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value $118 Shares 1 Est. Cost $118.00 Unrealized
DIOD DIODES INC 0.0%
Value $110 Shares 1 Est. Cost $110.00 Unrealized
CMPR CIMPRESS PLC 0.0%
Value $102 Shares 1 Est. Cost $102.00 Unrealized
TNC TENNANT CO 0.0%
Value $88 Shares 1 Est. Cost $88.00 Unrealized
ANIP ANI PHARMACEUTICALS INC 0.0%
Value $83 Shares 1 Est. Cost $83.00 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value $79 Shares 1 Est. Cost $79.00 Unrealized
WMK WEIS MKTS INC 0.0%
Value $79 Shares 1 Est. Cost $79.00 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value $78 Shares 1 Est. Cost $78.00 Unrealized
SYBT STOCK YDS BANCORP INC 0.0%
Value $77 Shares 1 Est. Cost $77.00 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value $55 Shares 1 Est. Cost $55.00 Unrealized
SCSC SCANSOURCE INC 0.0%
Value $53 Shares 1 Est. Cost $53.00 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value $52 Shares 1 Est. Cost $52.00 Unrealized
ASTH ASTRANA HEALTH INC 0.0%
Value $47 Shares 1 Est. Cost $47.00 Unrealized
BIRK BIRKENSTOCK HOLDING PLC 0.0%
Value $44 Shares 1 Est. Cost $44.00 Unrealized
VGNT VERSIGENT PLC 0.0%
Value $43 Shares 1 Est. Cost $43.00 Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $22 Shares 1 Est. Cost $22.00 Unrealized
TRAX FIRST TRACKS BIOTHERAPEUTICS 0.0%
Value $21 Shares 1 Est. Cost $21.00 Unrealized
NN NEXTNAV INC 0.0%
Value $18 Shares 1 Est. Cost $18.00 Unrealized
MCHB MECHANICS BANCORP 0.0%
Value $16 Shares 1 Est. Cost $16.00 Unrealized

Increased Positions (264)

JQUA J P MORGAN EXCHANGE TRADED F 6.1%
Value $55.23M (+20.8%) Shares 764,173 (+2.5%) Est. Cost $49.07 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 2.8%
Value $25.07M (+32.9%) Shares 87,140 (+5.8%) Est. Cost $232.25 Unrealized
VV VANGUARD INDEX FDS 2.0%
Value $18.33M (+19.6%) Shares 53,307 (+3.9%) Est. Cost $268.86 Unrealized
SHY ISHARES TR 9.3%
Value $84.28M (+3.0%) Shares 1,026,401 (+3.6%) Est. Cost $82.89 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value $5.689M (-17.7%) Shares 41,610 (+2.2%) Est. Cost $47.38 Unrealized
ESML ISHARES TR 0.5%
Value $4.575M (+23.4%) Shares 81,801 (+3.8%) Est. Cost $47.29 Unrealized
ITOT ISHARES TR 0.5%
Value $4.382M (+19.9%) Shares 26,677 (+4.0%) Est. Cost $102.87 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $540K (-55.0%) Shares 6,697 (+60.4%) Est. Cost $160.15 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $829K (+321.2%) Shares 1,147 (+99.1%) Est. Cost $430.81 Unrealized
GEV GE VERNOVA INC 0.2%
Value $2.009M (+36.3%) Shares 1,710 (+1.3%) Est. Cost $171.18 Unrealized
GOOG ALPHABET INC 0.2%
Value $1.613M (+31.9%) Shares 4,564 (+7.1%) Est. Cost $141.84 Unrealized
QUAL ISHARES TR 0.3%
Value $2.604M (+17.5%) Shares 11,869 (+2.7%) Est. Cost $119.75 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $2.356M (+18.3%) Shares 7,198 (+6.3%) Est. Cost $165.14 Unrealized
GLD SPDR GOLD TR 0.0%
Value $443K (+327.0%) Shares 1,202 (+398.8%) Est. Cost $360.16 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.052M (+45.9%) Shares 877 (+11.9%) Est. Cost $793.46 Unrealized
IWF ISHARES TR 0.2%
Value $1.39M (+30.0%) Shares 11,193 (+346.3%) Est. Cost $151.45 Unrealized
IJH ISHARES TR 0.1%
Value $855K (+51.9%) Shares 11,087 (+33.0%) Est. Cost $86.08 Unrealized
MCK MCKESSON CORP 0.0%
Value $357K (+391.7%) Shares 473 (+463.1%) Est. Cost $684.12 Unrealized
EFA ISHARES TR 0.2%
Value $1.734M (+16.4%) Shares 16,694 (+8.8%) Est. Cost $80.17 Unrealized
C CITIGROUP INC 0.0%
Value $270K (+632.9%) Shares 1,930 (+493.8%) Est. Cost $124.97 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $348K (+146.9%) Shares 1,019 (+16.1%) Est. Cost $197.36 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $514K (+62.1%) Shares 1,076 (+14.7%) Est. Cost $156.29 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $469K (+69.5%) Shares 3,277 (+55.1%) Est. Cost $97.77 Unrealized
ASML ASML HLDG NV 0.0%
Value $410K (+78.3%) Shares 206 (+18.4%) Est. Cost $821.86 Unrealized
V VISA INC 0.1%
Value $749K (+29.5%) Shares 2,184 (+14.0%) Est. Cost $278.04 Unrealized
AVGO BROADCOM INC 0.1%
Value $805K (+25.6%) Shares 2,131 (+2.9%) Est. Cost $170.63 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $214K (+253.3%) Shares 493 (+74.2%) Est. Cost $228.47 Unrealized
ETN EATON CORP PLC 0.0%
Value $355K (+73.9%) Shares 834 (+46.1%) Est. Cost $277.08 Unrealized
ABBV ABBVIE INC 0.1%
Value $855K (+21.4%) Shares 3,399 (+4.9%) Est. Cost $98.65 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $250K (+149.7%) Shares 853 (+147.2%) Est. Cost $268.85 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $149K (+12616.8%) Shares 509 (+8383.3%) Est. Cost $291.17 Unrealized
UNP UNION PAC CORP 0.0%
Value $266K (+102.1%) Shares 979 (+80.3%) Est. Cost $227.57 Unrealized
IQLT ISHARES TR 0.1%
Value $484K (+30.9%) Shares 9,767 (+22.1%) Est. Cost $35.55 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $196K (+134.6%) Shares 649 (+5.0%) Est. Cost $117.48 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $225K (+98.7%) Shares 1,436 (+75.1%) Est. Cost $134.41 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.0%
Value $388K (+40.4%) Shares 4,109 (+19.0%) Est. Cost $76.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $303K (+55.5%) Shares 730 (+1.2%) Est. Cost $370.02 Unrealized
HD HOME DEPOT INC 0.1%
Value $879K (+14.0%) Shares 2,492 (+6.3%) Est. Cost $274.13 Unrealized
ENB ENBRIDGE INC 0.0%
Value $112K (+381.5%) Shares 2,058 (+380.8%) Est. Cost $49.97 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $99,498 (+711.2%) Shares 1,335 (+719.0%) Est. Cost $74.37 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $1.259M (+6.7%) Shares 8,583 (+5.1%) Est. Cost $123.65 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $446K (-14.3%) Shares 2,691 (+7.0%) Est. Cost $133.33 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.1%
Value $526K (+16.2%) Shares 6,355 (+3.5%) Est. Cost $74.21 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $303K (+30.8%) Shares 828 (+8.1%) Est. Cost $274.88 Unrealized
APH AMPHENOL CORP 0.0%
Value $222K (+42.5%) Shares 1,257 (+2.1%) Est. Cost $51.05 Unrealized
NVS NOVARTIS AG 0.0%
Value $90,271 (+264.8%) Shares 576 (+255.6%) Est. Cost $143.34 Unrealized
TSLA TESLA INC 0.1%
Value $464K (+16.1%) Shares 1,104 (+2.6%) Est. Cost $214.83 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $87,762 (+268.5%) Shares 115 (+88.5%) Est. Cost $579.69 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $65,128 (+2119.8%) Shares 323 (+2207.1%) Est. Cost $199.26 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $248K (+32.2%) Shares 3,384 (+1.5%) Est. Cost $43.78 Unrealized
FTNT FORTINET INC 0.0%
Value $67,286 (+548.3%) Shares 438 (+244.9%) Est. Cost $128.20 Unrealized
GLW CORNING INC 0.0%
Value $89,188 (+161.2%) Shares 349 (+39.0%) Est. Cost $92.26 Unrealized
NU NU HLDGS LTD 0.0%
Value $78,557 (+188.2%) Shares 5,880 (+210.0%) Est. Cost $12.81 Unrealized
DE DEERE & CO 0.0%
Value $200K (+34.4%) Shares 315 (+19.3%) Est. Cost $423.32 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $51,494 (+7822.2%) Shares 376 (+9300.0%) Est. Cost $136.95 Unrealized
SLB SLB LIMITED 0.0%
Value $53,283 (+1928.3%) Shares 1,146 (+2147.1%) Est. Cost $46.55 Unrealized
IXUS ISHARES TR 0.0%
Value $438K (+11.6%) Shares 4,586 (+1.3%) Est. Cost $84.56 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.106M (-3.7%) Shares 1,182 (+2.6%) Est. Cost $558.45 Unrealized
NET CLOUDFLARE INC 0.0%
Value $108K (+63.4%) Shares 440 (+37.5%) Est. Cost $110.62 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $44,994 (+905.0%) Shares 46 (+820.0%) Est. Cost $911.21 Unrealized
CMI CUMMINS INC 0.0%
Value $44,933 (+735.0%) Shares 63 (+530.0%) Est. Cost $655.96 Unrealized
LIN LINDE PLC 0.0%
Value $226K (+20.0%) Shares 435 (+14.8%) Est. Cost $434.82 Unrealized
ESGE ISHARES INC 0.0%
Value $187K (+23.6%) Shares 3,425 (+2.8%) Est. Cost $42.40 Unrealized
KLAC KLA CORP 0.0%
Value $63,360 (+126.5%) Shares 210 (+1005.3%) Est. Cost $340.86 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value $200K (+20.4%) Shares 1,968 (+1.3%) Est. Cost $39.46 Unrealized
BAC BANK OF AMER CORP 0.0%
Value $174K (+24.0%) Shares 3,059 (+6.1%) Est. Cost $33.72 Unrealized
CSX CSX CORP 0.0%
Value $130K (+30.1%) Shares 2,733 (+12.3%) Est. Cost $36.89 Unrealized
CVNA CARVANA CO 0.1%
Value $571K (+4.8%) Shares 8,669 (+400.5%) Est. Cost $54.40 Unrealized
KVUE KENVUE INC 0.0%
Value $68,376 (+61.3%) Shares 3,578 (+45.5%) Est. Cost $20.40 Unrealized
RKT ROCKET COS INC 0.0%
Value $87,035 (+41.4%) Shares 5,526 (+27.9%) Est. Cost $13.82 Unrealized
QCOM QUALCOMM INC 0.0%
Value $35,354 (+233.5%) Shares 191 (+132.9%) Est. Cost $153.26 Unrealized
CAT CATERPILLAR INC 0.0%
Value $57,637 (+69.1%) Shares 54 (+12.5%) Est. Cost $353.13 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $102K (+27.5%) Shares 2,405 (+51.2%) Est. Cost $41.52 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $157K (+14.5%) Shares 316 (+2.9%) Est. Cost $364.72 Unrealized
OKLO OKLO INC 0.0%
Value $25,904 (+317.9%) Shares 495 (+296.0%) Est. Cost $48.86 Unrealized
TNGX TANGO THERAPEUTICS INC 0.0%
Value $51,579 (+59.1%) Shares 1,650 (+6.5%) Est. Cost $10.10 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $102K (+23.1%) Shares 704 (+1.0%) Est. Cost $81.22 Unrealized
NUE NUCOR CORP 0.0%
Value $22,498 (+411.7%) Shares 101 (+288.5%) Est. Cost $196.08 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $215K (+9.1%) Shares 1,362 (+2.2%) Est. Cost $138.27 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $42,354 (+66.4%) Shares 142 (+8.4%) Est. Cost $203.38 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $20,437 (+328.2%) Shares 74 (+60.9%) Est. Cost $156.44 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $342K (+4.6%) Shares 3,966 (+430.2%) Est. Cost $125.32 Unrealized
AMGN AMGEN INC 0.0%
Value $72,426 (+24.7%) Shares 200 (+21.2%) Est. Cost $237.50 Unrealized
GVI ISHARES TR 0.0%
Value $142K (+11.1%) Shares 1,340 (+11.8%) Est. Cost $107.01 Unrealized
APP APPLOVIN CORP 0.0%
Value $44,310 (+39.2%) Shares 86 (+7.5%) Est. Cost $293.57 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $14,263 (+632.9%) Shares 38 (+442.9%) Est. Cost $349.06 Unrealized
SNDK SANDISK CORP 0.0%
Value $15,917 (+317.4%) Shares 7 (+16.7%) Est. Cost $632.03 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $133K (-8.3%) Shares 1,053 (+1.2%) Est. Cost $75.67 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $45,994 (+35.2%) Shares 1,563 (+17.8%) Est. Cost $34.30 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $69,745 (+19.5%) Shares 142 (+1.4%) Est. Cost $174.18 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $23,036 (+90.2%) Shares 260 (+63.5%) Est. Cost $64.74 Unrealized
SITM SITIME CORP 0.0%
Value $17,894 (+146.7%) Shares 24 (+14.3%) Est. Cost $377.66 Unrealized
INBK FIRST INTERNET BANCORP 0.0%
Value $15,429 (+206.5%) Shares 555 (+124.7%) Est. Cost $24.97 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $14,258 (+243.8%) Shares 84 (+140.0%) Est. Cost $132.08 Unrealized
BA BOEING CO 0.0%
Value $93,299 (+10.8%) Shares 431 (+1.9%) Est. Cost $171.28 Unrealized
MCD MCDONALDS CORP 0.0%
Value $348K (+2.5%) Shares 1,286 (+17.9%) Est. Cost $251.48 Unrealized
FDX FEDEX CORP 0.0%
Value $10,334 (+262.6%) Shares 33 (+312.5%) Est. Cost $297.62 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $133K (+6.0%) Shares 1,351 (+1.7%) Est. Cost $83.20 Unrealized
HUBS HUBSPOT INC 0.0%
Value $38,145 (-16.0%) Shares 209 (+12.4%) Est. Cost $407.87 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $104K (+7.4%) Shares 1,436 (+7.1%) Est. Cost $78.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $42,325 (+19.7%) Shares 172 (+1.2%) Est. Cost $100.06 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $9,581 (+254.2%) Shares 15 (+50.0%) Est. Cost $234.40 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $131K (+5.5%) Shares 961 (+1.1%) Est. Cost $97.35 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $269K (-2.5%) Shares 854 (+1.8%) Est. Cost $255.67 Unrealized
IDV ISHARES TR 0.1%
Value $509K (-1.3%) Shares 12,280 (+1.4%) Est. Cost $32.58 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $6,303 (+9596.9%) Shares 62 (+6100.0%) Est. Cost $100.75 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $55,928 (+11.2%) Shares 520 (+1.8%) Est. Cost $121.95 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $144K (+3.9%) Shares 2,666 (+1.5%) Est. Cost $30.16 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $51,345 (+11.6%) Shares 235 (+1.3%) Est. Cost $212.37 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $5,299 (+8311.1%) Shares 65 (+6400.0%) Est. Cost $81.28 Unrealized
VIRT VIRTU FINL INC 0.0%
Value $11,557 (+80.0%) Shares 194 (+32.9%) Est. Cost $40.68 Unrealized
ACWX ISHARES TR 0.0%
Value $43,248 (+12.4%) Shares 568 (+1.1%) Est. Cost $67.03 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $20,176 (+28.7%) Shares 75 (+10.3%) Est. Cost $103.27 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $4,825 (+1130.9%) Shares 5 (+400.0%) Est. Cost $847.29 Unrealized
URI UNITED RENTALS INC 0.0%
Value $10,197 (+74.9%) Shares 9 (+12.5%) Est. Cost $687.46 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $99,896 (+4.3%) Shares 282 (+1.1%) Est. Cost $339.59 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $4,069 (+4577.0%) Shares 33 (+3200.0%) Est. Cost $121.87 Unrealized
CB CHUBB LIMITED 0.0%
Value $59,289 (+7.0%) Shares 174 (+2.4%) Est. Cost $208.85 Unrealized
PSX PHILLIPS 66 0.0%
Value $179K (-2.0%) Shares 1,061 (+5.6%) Est. Cost $115.64 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $59,428 (+6.1%) Shares 2,516 (+1.0%) Est. Cost $25.94 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $15,173 (+26.7%) Shares 76 (+15.2%) Est. Cost $142.08 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $3,884 (+373.1%) Shares 9 (+80.0%) Est. Cost $250.51 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $7,752 (+65.1%) Shares 57 (+11.8%) Est. Cost $76.87 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $17,972 (+17.3%) Shares 123 (+5.1%) Est. Cost $118.52 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $17,644 (+16.3%) Shares 232 (+4.0%) Est. Cost $59.43 Unrealized
CPRT COPART INC 0.0%
Value $18,662 (-11.6%) Shares 662 (+4.1%) Est. Cost $38.57 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $6,940 (+52.1%) Shares 21 (+40.0%) Est. Cost $200.48 Unrealized
ORCL ORACLE CORP 0.0%
Value $15,828 (+16.9%) Shares 108 (+17.4%) Est. Cost $136.56 Unrealized
APA APA CORPORATION 0.0%
Value $15,122 (-13.2%) Shares 464 (+13.2%) Est. Cost $25.11 Unrealized
AFL AFLAC INC 0.0%
Value $23,450 (+10.7%) Shares 200 (+3.6%) Est. Cost $109.96 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $4,295 (+107.1%) Shares 47 (+46.9%) Est. Cost $74.44 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $6,931 (+44.8%) Shares 74 (+2.8%) Est. Cost $68.40 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $7,049 (+43.5%) Shares 19 (+26.7%) Est. Cost $191.79 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $10,517 (+24.9%) Shares 59 (+2850.0%) Est. Cost $250.71 Unrealized
NOBL PROSHARES TR 0.0%
Value $33,102 (+6.5%) Shares 589 (+101.0%) Est. Cost $79.99 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $6,344 (+45.9%) Shares 66 (+10.0%) Est. Cost $52.91 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $9,339 (+26.1%) Shares 113 (+21.5%) Est. Cost $78.79 Unrealized
O REALTY INCOME CORP 0.0%
Value $60,110 (+3.3%) Shares 970 (+2.0%) Est. Cost $57.25 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $7,576 (+33.2%) Shares 183 (+61.9%) Est. Cost $38.52 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $14,383 (+14.9%) Shares 56 (+9.8%) Est. Cost $126.18 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $5,708 (+48.6%) Shares 189 (+28.6%) Est. Cost $18.18 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $6,709 (+37.5%) Shares 119 (+13.3%) Est. Cost $34.85 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $30,498 (+6.3%) Shares 422 (+1.9%) Est. Cost $69.12 Unrealized
WELL WELLTOWER INC 0.0%
Value $7,735 (+30.1%) Shares 34 (+13.3%) Est. Cost $91.72 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $13,185 (+15.5%) Shares 167 (+5.0%) Est. Cost $166.58 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $11,114 (+18.8%) Shares 35 (+2.9%) Est. Cost $189.46 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $4,270 (+68.8%) Shares 31 (+93.8%) Est. Cost $157.18 Unrealized
ALL ALLSTATE CORP 0.0%
Value $10,280 (+20.3%) Shares 43 (+4.9%) Est. Cost $161.00 Unrealized
USB US BANCORP 0.0%
Value $5,799 (+41.1%) Shares 96 (+21.5%) Est. Cost $44.13 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $2,765 (+152.7%) Shares 2 (+100.0%) Est. Cost $997.75 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $3,202 (+100.1%) Shares 14 (+16.7%) Est. Cost $177.22 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $28,280 (+6.0%) Shares 101 (+1.0%) Est. Cost $200.70 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $4,638 (+51.1%) Shares 24 (+33.3%) Est. Cost $179.94 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $2,207 (+218.5%) Shares 22 (+120.0%) Est. Cost $103.10 Unrealized
GRMN GARMIN LTD 0.0%
Value $38,362 (+4.1%) Shares 161 (+1.3%) Est. Cost $208.20 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $15,934 (+10.4%) Shares 54 (+1.9%) Est. Cost $294.91 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $1,588 (+817.9%) Shares 7 (+600.0%) Est. Cost $218.40 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $7,865 (+21.5%) Shares 30 (+15.4%) Est. Cost $137.38 Unrealized
DXCM DEXCOM INC 0.0%
Value $1,482 (+1076.2%) Shares 22 (+1000.0%) Est. Cost $67.95 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $3,763 (+55.7%) Shares 23 (+64.3%) Est. Cost $190.27 Unrealized
XYZ BLOCK INC 0.0%
Value $1,976 (+198.5%) Shares 26 (+136.4%) Est. Cost $72.09 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $27,537 (+5.0%) Shares 60 (+1.7%) Est. Cost $478.22 Unrealized
EQIX EQUINIX INC 0.0%
Value $5,212 (+32.9%) Shares 5 (+25.0%) Est. Cost $717.07 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $3,364 (+58.4%) Shares 6 (+20.0%) Est. Cost $608.94 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $17,756 (+7.4%) Shares 455 (+1.1%) Est. Cost $27.04 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $3,617 (+49.1%) Shares 204 (+31.6%) Est. Cost $13.17 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $86,013 (+1.4%) Shares 934 (+1.6%) Est. Cost $89.01 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $3,890 (+42.9%) Shares 43 (+26.5%) Est. Cost $79.24 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $6,974 (+19.3%) Shares 68 (+4.6%) Est. Cost $86.25 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $6,307 (+21.8%) Shares 20 (+11.1%) Est. Cost $220.90 Unrealized
PHM PULTE GROUP INC 0.0%
Value $2,059 (+118.8%) Shares 15 (+87.5%) Est. Cost $116.20 Unrealized
FFIV F5 INC 0.0%
Value $1,664 (+187.4%) Shares 4 (+100.0%) Est. Cost $304.93 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $5,133 (+25.7%) Shares 25 (+25.0%) Est. Cost $145.79 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $8,428 (+13.8%) Shares 134 (+6.3%) Est. Cost $40.39 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $2,442 (+71.2%) Shares 49 (+58.1%) Est. Cost $40.07 Unrealized
GL GLOBE LIFE INC 0.0%
Value $2,681 (+60.4%) Shares 15 (+25.0%) Est. Cost $101.11 Unrealized
MAS MASCO CORP 0.0%
Value $1,709 (+135.7%) Shares 21 (+75.0%) Est. Cost $70.01 Unrealized
D DOMINION ENERGY INC 0.0%
Value $1,844 (+112.9%) Shares 27 (+92.9%) Est. Cost $58.95 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $5,014 (+23.8%) Shares 46 (+12.2%) Est. Cost $56.78 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $2,460 (+63.5%) Shares 13 (+44.4%) Est. Cost $116.78 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $5,857 (+19.1%) Shares 33 (+17.9%) Est. Cost $196.36 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $9,070 (+11.3%) Shares 122 (+8.9%) Est. Cost $25.71 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $2,417 (+60.8%) Shares 47 (+17.5%) Est. Cost $33.06 Unrealized
VST VISTRA CORP 0.0%
Value $2,539 (+53.5%) Shares 16 (+45.5%) Est. Cost $173.37 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $8,125 (+12.2%) Shares 88 (+14.3%) Est. Cost $70.87 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $2,333 (+60.7%) Shares 8 (+33.3%) Est. Cost $276.21 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $3,579 (+32.3%) Shares 27 (+35.0%) Est. Cost $87.04 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $7,933 (+12.3%) Shares 23 (+4.5%) Est. Cost $268.69 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $4,952 (+21.3%) Shares 15 (+7.1%) Est. Cost $178.45 Unrealized
KEY KEYCORP 0.0%
Value $2,628 (+48.9%) Shares 114 (+29.5%) Est. Cost $16.70 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $1,034 (+458.9%) Shares 6 (+500.0%) Est. Cost $161.88 Unrealized
TGT TARGET CORP 0.0%
Value $4,857 (+20.8%) Shares 37 (+12.1%) Est. Cost $107.45 Unrealized
VTR VENTAS INC 0.0%
Value $3,108 (+35.7%) Shares 35 (+25.0%) Est. Cost $52.85 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $1,516 (+112.0%) Shares 12 (+71.4%) Est. Cost $89.30 Unrealized
ROST ROSS STORES INC 0.0%
Value $4,479 (+21.3%) Shares 21 (+23.5%) Est. Cost $125.07 Unrealized
CTAS CINTAS CORP 0.0%
Value $17,013 (+4.7%) Shares 100 (+4.2%) Est. Cost $179.90 Unrealized
GM GENERAL MTRS CO 0.0%
Value $7,178 (+11.9%) Shares 93 (+8.1%) Est. Cost $40.38 Unrealized
PPL PPL CORP 0.0%
Value $2,327 (+48.5%) Shares 64 (+56.1%) Est. Cost $27.41 Unrealized
BX BLACKSTONE INC 0.0%
Value $23,064 (+3.4%) Shares 196 (+1.0%) Est. Cost $148.85 Unrealized
AON AON PLC 0.0%
Value $3,322 (+28.4%) Shares 10 (+25.0%) Est. Cost $261.76 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $17,956 (+4.2%) Shares 219 (+1.9%) Est. Cost $52.74 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $870 (+521.4%) Shares 5 (+400.0%) Est. Cost $153.04 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $2,614 (+37.4%) Shares 11 (+22.2%) Est. Cost $99.16 Unrealized
INCY INCYTE CORP 0.0%
Value $1,361 (+106.5%) Shares 12 (+71.4%) Est. Cost $84.21 Unrealized
TXT TEXTRON INC 0.0%
Value $3,578 (+23.8%) Shares 39 (+18.2%) Est. Cost $53.18 Unrealized
NDAQ NASDAQ INC 0.0%
Value $2,602 (+33.2%) Shares 33 (+43.5%) Est. Cost $58.96 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1,549 (+71.0%) Shares 14 (+75.0%) Est. Cost $99.43 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $1,482 (+74.4%) Shares 12 (+50.0%) Est. Cost $109.63 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $960 (+185.7%) Shares 30 (+200.0%) Est. Cost $26.66 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $2,790 (+28.8%) Shares 21 (+10.5%) Est. Cost $133.42 Unrealized
FAST FASTENAL CO 0.0%
Value $5,156 (+13.0%) Shares 107 (+9.2%) Est. Cost $32.92 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $2,307 (+30.6%) Shares 4 (+33.3%) Est. Cost $544.66 Unrealized
PTC PTC INC 0.0%
Value $682 (+376.9%) Shares 6 (+500.0%) Est. Cost $121.58 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $2,155 (+32.9%) Shares 12 (+33.3%) Est. Cost $133.82 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $5,059 (+11.7%) Shares 63 (+10.5%) Est. Cost $58.70 Unrealized
VRSN VERISIGN INC 0.0%
Value $2,265 (+30.2%) Shares 9 (+28.6%) Est. Cost $221.77 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $1,113 (+85.5%) Shares 8 (+100.0%) Est. Cost $137.98 Unrealized
F FORD MTR CO 0.0%
Value $1,251 (+66.6%) Shares 90 (+38.5%) Est. Cost $11.78 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $1,053 (+87.4%) Shares 2 (+100.0%) Est. Cost $456.50 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value $1,947 (+32.9%) Shares 17 (+13.3%) Est. Cost $89.72 Unrealized
SIHY HARBOR ETF TRUST 0.0%
Value $15,330 (+3.2%) Shares 336 (+1.5%) Est. Cost $46.31 Unrealized
AEE AMEREN CORP 0.0%
Value $905 (+105.7%) Shares 8 (+100.0%) Est. Cost $103.44 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $576 (+384.0%) Shares 5 (+400.0%) Est. Cost $113.93 Unrealized
TRMB TRIMBLE INC 0.0%
Value $512 (+675.8%) Shares 10 (+900.0%) Est. Cost $53.11 Unrealized
IVZ INVESCO LTD 0.0%
Value $1,294 (+52.1%) Shares 49 (+40.0%) Est. Cost $21.20 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $510 (+529.6%) Shares 18 (+800.0%) Est. Cost $33.81 Unrealized
PCG PG&E CORP 0.0%
Value $1,195 (+54.4%) Shares 71 (+61.4%) Est. Cost $16.54 Unrealized
BBY BEST BUY INC 0.0%
Value $987 (+70.8%) Shares 13 (+44.4%) Est. Cost $68.67 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $1,262 (+46.1%) Shares 13 (+44.4%) Est. Cost $75.88 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $550 (+259.5%) Shares 3 (+200.0%) Est. Cost $154.46 Unrealized
BXP BXP INC 0.0%
Value $863 (+84.4%) Shares 13 (+44.4%) Est. Cost $65.68 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $902 (+72.5%) Shares 2 (+100.0%) Est. Cost $419.21 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $1,517 (+29.3%) Shares 7 (+16.7%) Est. Cost $153.68 Unrealized
CRH CRH PLC 0.0%
Value $642 (+103.2%) Shares 6 (+100.0%) Est. Cost $94.92 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $1,089 (+42.0%) Shares 9 (+28.6%) Est. Cost $94.02 Unrealized
POWL POWELL INDS INC 0.0%
Value $860 (+58.7%) Shares 3 (+200.0%) Est. Cost $251.19 Unrealized
BALL BALL CORP 0.0%
Value $1,440 (+27.8%) Shares 23 (+21.1%) Est. Cost $64.97 Unrealized
OKE ONEOK INC NEW 0.0%
Value $3,674 (+9.1%) Shares 42 (+13.5%) Est. Cost $68.13 Unrealized
EXC EXELON CORP 0.0%
Value $1,687 (+22.1%) Shares 36 (+28.6%) Est. Cost $39.22 Unrealized
TPR TAPESTRY INC 0.0%
Value $440 (+209.9%) Shares 3 (+200.0%) Est. Cost $144.30 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $3,120 (+9.9%) Shares 8 (+33.3%) Est. Cost $321.78 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $459 (+155.0%) Shares 2 (+100.0%) Est. Cost $177.15 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $874 (+44.9%) Shares 12 (+50.0%) Est. Cost $75.15 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $909 (+39.6%) Shares 12 (+50.0%) Est. Cost $86.74 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $7,032 (+3.6%) Shares 33 (+6.5%) Est. Cost $105.60 Unrealized
RMD RESMED INC 0.0%
Value $1,560 (+15.8%) Shares 8 (+33.3%) Est. Cost $189.17 Unrealized
STE STERIS PLC 0.0%
Value $422 (+90.1%) Shares 2 (+100.0%) Est. Cost $214.78 Unrealized
EOG EOG RES INC 0.0%
Value $4,152 (-4.3%) Shares 32 (+6.7%) Est. Cost $96.81 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $1,220 (+17.2%) Shares 32 (+10.3%) Est. Cost $34.95 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $381 (+87.7%) Shares 8 (+100.0%) Est. Cost $41.96 Unrealized
PNR PENTAIR PLC 0.0%
Value $1,309 (+14.9%) Shares 17 (+30.8%) Est. Cost $63.60 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $26,581 (-0.6%) Shares 997 (+2.4%) Est. Cost $14.68 Unrealized
APTV APTIV PLC 0.0%
Value $860 (+23.7%) Shares 14 (+40.0%) Est. Cost $61.28 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $3,290 (+5.1%) Shares 25 (+8.7%) Est. Cost $130.71 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $212 (+216.4%) Shares 3 (+200.0%) Est. Cost $70.43 Unrealized
HSY HERSHEY CO 0.0%
Value $1,580 (+8.5%) Shares 9 (+28.6%) Est. Cost $163.93 Unrealized
NEM NEWMONT CORP 0.0%
Value $9,585 (-1.2%) Shares 103 (+14.4%) Est. Cost $46.94 Unrealized
NOW SERVICENOW INC 0.0%
Value $43,882 (+0.2%) Shares 442 (+5.5%) Est. Cost $166.18 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $3,731 (-1.9%) Shares 21 (+10.5%) Est. Cost $128.98 Unrealized
ONDS ONDAS INC 0.0%
Value $2,060 (-3.1%) Shares 250 (+6.4%) Est. Cost $11.15 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $4,722 (-0.6%) Shares 19 (+11.8%) Est. Cost $103.10 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $7,049 (+0.4%) Shares 127 (+10.4%) Est. Cost $40.22 Unrealized
PD PAGERDUTY INC 0.0%
Value $29 (+314.3%) Shares 3 (+200.0%) Est. Cost $9.65 Unrealized
EQT EQT CORP 0.0%
Value $1,968 (-0.3%) Shares 37 (+19.4%) Est. Cost $36.31 Unrealized

Exited Positions (63)

TTD THE TRADE DESK INC 0.0%
Value $372K Shares 16,374 Est. Cost $49.31 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $150K Shares 3,269 Est. Cost $21.09 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $145K Shares 641 Est. Cost $164.11 Unrealized
ZTS ZOETIS INC 0.0%
Value $129K Shares 1,093 Est. Cost $153.14 Unrealized
RELX RELX PLC 0.0%
Value $68,356 Shares 2,062 Est. Cost $45.94 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $59,796 Shares 1,320 Est. Cost $53.25 Unrealized
COUR COURSERA INC 0.0%
Value $58,200 Shares 10,000 Est. Cost $37.65 Unrealized
TOST TOAST INC 0.0%
Value $48,090 Shares 1,814 Est. Cost $32.95 Unrealized
IUSG ISHARES TR 0.0%
Value $20,539 Shares 132 Est. Cost $117.36 Unrealized
EWY ISHARES INC 0.0%
Value $11,194 Shares 91 Est. Cost $67.12 Unrealized
LOGI LOGITECH INTL S A 0.0%
Value $9,112 Shares 100 Est. Cost $92.42 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value $8,529 Shares 212 Est. Cost $23.46 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $8,346 Shares 124 Est. Cost $103.47 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value $7,769 Shares 107 Est. Cost $72.61 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $6,776 Shares 141 Est. Cost $49.46 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value $4,663 Shares 50 Est. Cost $93.26 Unrealized
HOWL WEREWOLF THERAPEUTICS INC 0.0%
Value $3,747 Shares 4,500 Est. Cost $2.59 Unrealized
LIT GLOBAL X FDS 0.0%
Value $2,603 Shares 35 Est. Cost $74.37 Unrealized
SNY SANOFI SA 0.0%
Value $2,409 Shares 50 Est. Cost $48.18 Unrealized
SNAP SNAP INC 0.0%
Value $2,300 Shares 500 Est. Cost $6.59 Unrealized
PICK ISHARES INC 0.0%
Value $2,151 Shares 38 Est. Cost $56.61 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value $2,141 Shares 21 Est. Cost $204.23 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2,107 Shares 9 Est. Cost $168.79 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $2,015 Shares 57 Est. Cost $24.16 Unrealized
MOS MOSAIC CO 0.0%
Value $1,632 Shares 64 Est. Cost $28.11 Unrealized
HLF HERBALIFE LTD 0.0%
Value $1,472 Shares 100 Est. Cost $16.67 Unrealized
LAES SEALSQ CORP 0.0%
Value $1,166 Shares 445 Est. Cost $5.10 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value $995 Shares 192 Est. Cost $11.80 Unrealized
WU WESTERN UN CO 0.0%
Value $873 Shares 100 Est. Cost $8.73 Unrealized
AI C3 AI INC 0.0%
Value $842 Shares 100 Est. Cost $12.10 Unrealized
CCL CARNIVAL CORP 0.0%
Value $803 Shares 31 Est. Cost $24.51 Unrealized
FMC FMC CORP 0.0%
Value $741 Shares 43 Est. Cost $18.96 Unrealized
CC CHEMOURS CO 0.0%
Value $661 Shares 30 Est. Cost $16.62 Unrealized
FRPT FRESHPET INC 0.0%
Value $590 Shares 10 Est. Cost $56.72 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value $564 Shares 35 Est. Cost $27.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $535 Shares 34 Est. Cost $18.02 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value $522 Shares 45 Est. Cost $12.61 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $494 Shares 6 Est. Cost $117.53 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $484 Shares 6 Est. Cost $52.41 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $344 Shares 23 Est. Cost $15.68 Unrealized
PEN PENUMBRA INC 0.0%
Value $329 Shares 1 Est. Cost $339.56 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $301 Shares 1 Est. Cost $356.93 Unrealized
BCPC BALCHEM CORP 0.0%
Value $170 Shares 1 Est. Cost $169.16 Unrealized
BMI BADGER METER INC 0.0%
Value $153 Shares 1 Est. Cost $180.48 Unrealized
HURN HURON CONSULTING GROUP INC 0.0%
Value $128 Shares 1 Est. Cost $160.85 Unrealized
ACLX ARCELLX INC 0.0%
Value $115 Shares 1 Est. Cost $54.36 Unrealized
OPCH OPTION CARE HEALTH INC 0.0%
Value $108 Shares 4 Est. Cost $29.35 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value $100 Shares 1 Est. Cost $116.91 Unrealized
POST POST HLDGS INC 0.0%
Value $99 Shares 1 Est. Cost $100.22 Unrealized
PRA PROASSURANCE CORP 0.0%
Value $99 Shares 4 Est. Cost $23.98 Unrealized
GMED GLOBUS MED INC 0.0%
Value $87 Shares 1 Est. Cost $75.90 Unrealized
ACM AECOM 0.0%
Value $85 Shares 1 Est. Cost $103.04 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $81 Shares 1 Est. Cost $96.11 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value $69 Shares 1 Est. Cost $77.20 Unrealized
WK WORKIVA INC 0.0%
Value $60 Shares 1 Est. Cost $74.81 Unrealized
QXO QXO INC 0.0%
Value $59 Shares 3 Est. Cost $20.71 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value $51 Shares 1 Est. Cost $48.34 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $47 Shares 1 Est. Cost $54.96 Unrealized
PPC PILGRIMS PRIDE CORP 0.0%
Value $38 Shares 1 Est. Cost $38.44 Unrealized
G GENPACT LIMITED 0.0%
Value $38 Shares 1 Est. Cost $37.71 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value $10 Shares 1 Est. Cost $16.85 Unrealized
PHR PHREESIA INC 0.0%
Value $9 Shares 1 Est. Cost $14.26 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $4 Shares 1 Est. Cost $5.24 Unrealized

Decreased Positions (125)

IVV ISHARES TR 27.0%
Value $244M (+11.9%) Shares 325,201 (-2.4%) Est. Cost $397.82 Unrealized
IEMG ISHARES INC 6.7%
Value $60.87M (+15.5%) Shares 734,844 (-2.8%) Est. Cost $52.40 Unrealized
BSV VANGUARD BD INDEX FDS 0.7%
Value $6.67M (-21.9%) Shares 85,616 (-21.4%) Est. Cost $78.85 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $1.125M (-55.4%) Shares 3,710 (-61.5%) Est. Cost $178.52 Unrealized
AAPL APPLE INC 1.3%
Value $12.12M (+10.7%) Shares 41,897 (-2.9%) Est. Cost $124.39 Unrealized
BND VANGUARD BD INDEX FDS 0.4%
Value $3.181M (-23.7%) Shares 43,338 (-23.4%) Est. Cost $75.68 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $1.483M (-38.5%) Shares 11,916 (-2.1%) Est. Cost $215.43 Unrealized
GOOGL ALPHABET INC 0.4%
Value $3.294M (+22.3%) Shares 9,217 (-1.6%) Est. Cost $128.54 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $2.995M (-16.6%) Shares 4 (-20.0%) Est. Cost $729330.75 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value $2.38M (+17.2%) Shares 9,667 (-2.1%) Est. Cost $177.28 Unrealized
IJR ISHARES TR 0.2%
Value $2.004M (+18.0%) Shares 13,512 (-1.1%) Est. Cost $85.79 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $2.118M (+12.7%) Shares 3,083 (-1.9%) Est. Cost $419.74 Unrealized
ONB OLD NATL BANCORP IND 0.3%
Value $2.471M (+10.3%) Shares 95,400 (-5.9%) Est. Cost $13.73 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $475K (-29.3%) Shares 5,231 (-20.0%) Est. Cost $99.57 Unrealized
PWRD TCW ETF TRUST 0.2%
Value $1.665M (+12.4%) Shares 13,540 (-10.6%) Est. Cost $47.65 Unrealized
META META PLATFORMS INC 0.1%
Value $986K (-14.8%) Shares 1,750 (-13.5%) Est. Cost $431.31 Unrealized
CRM SALESFORCE INC 0.0%
Value $131K (-56.2%) Shares 838 (-47.8%) Est. Cost $233.74 Unrealized
SUSA ISHARES TR 0.1%
Value $1.315M (+14.6%) Shares 8,523 (-1.9%) Est. Cost $126.75 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $2.857M (-5.5%) Shares 10,159 (-18.5%) Est. Cost $114.13 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $215K (+175.1%) Shares 186 (-19.5%) Est. Cost $99.19 Unrealized
IEFA ISHARES TR 0.2%
Value $1.747M (+5.6%) Shares 18,092 (-1.0%) Est. Cost $70.82 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $5.858M (-1.5%) Shares 15,703 (-2.3%) Est. Cost $257.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $49,031 (-60.6%) Shares 324 (-59.1%) Est. Cost $225.52 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $606 (-99.2%) Shares 12 (-99.2%) Est. Cost $69.50 Unrealized
T AT&T INC 0.0%
Value $69,759 (-47.3%) Shares 3,370 (-26.1%) Est. Cost $17.12 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $176K (-25.2%) Shares 1,052 (-6.3%) Est. Cost $123.70 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $222K (+27.9%) Shares 1,306 (-7.6%) Est. Cost $102.73 Unrealized
PEP PEPSICO INC 0.0%
Value $251K (-16.1%) Shares 1,851 (-3.8%) Est. Cost $134.43 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $285K (-14.3%) Shares 700 (-10.5%) Est. Cost $411.25 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $113K (-27.8%) Shares 593 (-28.1%) Est. Cost $224.98 Unrealized
INTC INTEL CORP 0.0%
Value $55,405 (+171.3%) Shares 397 (-14.3%) Est. Cost $45.43 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $77,615 (-30.3%) Shares 1,619 (-46.6%) Est. Cost $81.95 Unrealized
DIS DISNEY WALT CO 0.0%
Value $278K (-10.4%) Shares 2,891 (-10.3%) Est. Cost $113.82 Unrealized
NFLX NETFLIX INC. 0.0%
Value $21,920 (-58.8%) Shares 307 (-44.5%) Est. Cost $102.00 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $157K (+21.2%) Shares 470 (-9.3%) Est. Cost $49.13 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $136K (-16.8%) Shares 1,588 (-25.0%) Est. Cost $59.97 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.0%
Value $385K (+7.3%) Shares 11,141 (-8.6%) Est. Cost $26.73 Unrealized
MS MORGAN STANLEY 0.0%
Value $296K (+9.6%) Shares 1,417 (-13.7%) Est. Cost $119.44 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $78,900 (+49.0%) Shares 94 (-27.7%) Est. Cost $111.97 Unrealized
MCO MOODYS CORP 0.0%
Value $51,638 (-33.1%) Shares 114 (-35.6%) Est. Cost $269.72 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $33,932 (-42.7%) Shares 189 (-39.4%) Est. Cost $200.19 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $55,496 (-30.9%) Shares 89 (-14.4%) Est. Cost $626.72 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value $100 (-99.6%) Shares 1 (-99.5%) Est. Cost $78.46 Unrealized
PCAR PACCAR INC 0.0%
Value $95,201 (-20.3%) Shares 793 (-23.4%) Est. Cost $45.96 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $49,959 (+90.4%) Shares 86 (-33.3%) Est. Cost $86.93 Unrealized
CLX CLOROX CO DEL 0.0%
Value $87,187 (-20.9%) Shares 914 (-14.1%) Est. Cost $188.92 Unrealized
TILE INTERFACE INC 0.0%
Value $79,601 (+40.5%) Shares 2,221 (-2.3%) Est. Cost $10.62 Unrealized
DDOG DATADOG INC 0.1%
Value $914K (+2.4%) Shares 3,509 (-53.6%) Est. Cost $78.10 Unrealized
BLK BLACKROCK INC 0.0%
Value $29,835 (-41.8%) Shares 31 (-41.5%) Est. Cost $983.85 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $29,301 (-41.5%) Shares 238 (-25.4%) Est. Cost $152.42 Unrealized
OGN ORGANON & CO 0.0%
Value $1,585 (-92.6%) Shares 117 (-96.7%) Est. Cost $26.49 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $255K (-6.8%) Shares 1,049 (-16.6%) Est. Cost $145.07 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $2,677 (-87.3%) Shares 6 (-88.7%) Est. Cost $554.31 Unrealized
STT STATE STR CORP 0.0%
Value $139K (-11.3%) Shares 821 (-33.8%) Est. Cost $76.06 Unrealized
ALC ALCON AG 0.0%
Value $83,204 (-17.2%) Shares 1,240 (-7.0%) Est. Cost $76.93 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $44,251 (-27.1%) Shares 514 (-23.4%) Est. Cost $124.98 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $11,567 (-57.9%) Shares 271 (-38.1%) Est. Cost $79.58 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $2,262 (-87.4%) Shares 200 (-85.4%) Est. Cost $23.24 Unrealized
XYL XYLEM INC 0.0%
Value $127K (-10.9%) Shares 1,073 (-9.9%) Est. Cost $89.90 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $2,547 (-85.1%) Shares 5 (-80.0%) Est. Cost $486.39 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $355 (-97.5%) Shares 3 (-97.7%) Est. Cost $60.57 Unrealized
DASH DOORDASH INC 0.0%
Value $1,846 (-87.8%) Shares 10 (-90.1%) Est. Cost $172.67 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $29,071 (-30.9%) Shares 70 (-27.8%) Est. Cost $299.51 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $33,961 (-26.5%) Shares 268 (-24.1%) Est. Cost $94.03 Unrealized
PFE PFIZER INC 0.0%
Value $56,083 (-17.2%) Shares 2,329 (-3.4%) Est. Cost $27.29 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $566K (-1.9%) Shares 2,528 (-11.0%) Est. Cost $175.23 Unrealized
ECL ECOLAB INC 0.0%
Value $60,737 (-14.9%) Shares 218 (-18.7%) Est. Cost $235.13 Unrealized
PLD PROLOGIS INC. 0.0%
Value $126K (-7.8%) Shares 927 (-10.0%) Est. Cost $109.56 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $446K (-2.1%) Shares 7,708 (-2.4%) Est. Cost $50.35 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $114 (-98.7%) Shares 1 (-99.0%) Est. Cost $101.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $72,030 (-10.8%) Shares 1,250 (-6.2%) Est. Cost $50.32 Unrealized
ATR APTARGROUP INC 0.0%
Value $156K (-5.1%) Shares 1,245 (-4.5%) Est. Cost $111.47 Unrealized
MSTR STRATEGY INC 0.0%
Value $15,387 (-31.5%) Shares 177 (-1.7%) Est. Cost $132.67 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value $39,334 (-14.4%) Shares 1,777 (-14.1%) Est. Cost $22.13 Unrealized
CVSB MORGAN STANLEY ETF TRUST 0.0%
Value $39,550 (-14.2%) Shares 781 (-14.3%) Est. Cost $50.70 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $3,833 (-62.0%) Shares 3 (-62.5%) Est. Cost $1041.28 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $18,536 (-24.5%) Shares 533 (-19.2%) Est. Cost $51.42 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $38,934 (+17.0%) Shares 376 (-18.8%) Est. Cost $65.41 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $99,305 (+5.5%) Shares 1,130 (-8.1%) Est. Cost $76.54 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $8,606 (-34.7%) Shares 110 (-27.6%) Est. Cost $92.47 Unrealized
WAT WATERS CORP 0.0%
Value $24,003 (+22.1%) Shares 64 (-3.0%) Est. Cost $343.10 Unrealized
NKE NIKE INC 0.0%
Value $11,700 (-26.9%) Shares 285 (-5.9%) Est. Cost $64.63 Unrealized
ADSK AUTODESK INC 0.0%
Value $13,610 (-23.2%) Shares 70 (-5.4%) Est. Cost $236.34 Unrealized
AZO AUTOZONE INC 0.0%
Value $12,784 (-24.3%) Shares 4 (-20.0%) Est. Cost $2708.99 Unrealized
SCZ ISHARES TR 0.0%
Value $142K (-2.7%) Shares 1,726 (-7.3%) Est. Cost $60.42 Unrealized
HPQ HP INC 0.0%
Value $593 (-86.4%) Shares 27 (-88.1%) Est. Cost $18.73 Unrealized
INTU INTUIT 0.0%
Value $1,827 (-64.8%) Shares 7 (-41.7%) Est. Cost $431.02 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $10,901 (-20.7%) Shares 444 (-7.3%) Est. Cost $33.03 Unrealized
GRAL GRAIL INC 0.0%
Value $956 (-73.6%) Shares 14 (-80.0%) Est. Cost $30.01 Unrealized
MRNA MODERNA INC 0.0%
Value $18,488 (+14.1%) Shares 264 (-17.2%) Est. Cost $42.05 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value $2,957 (-38.3%) Shares 65 (-38.1%) Est. Cost $45.63 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value $1,639 (-51.8%) Shares 66 (-56.0%) Est. Cost $26.06 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $3,334 (-33.7%) Shares 20 (-31.0%) Est. Cost $138.18 Unrealized
TWLO TWILIO INC 0.0%
Value $413 (-76.6%) Shares 2 (-85.7%) Est. Cost $72.45 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $1,462 (-47.7%) Shares 10 (-37.5%) Est. Cost $298.89 Unrealized
EFX EQUIFAX INC 0.0%
Value $637 (-64.7%) Shares 4 (-60.0%) Est. Cost $201.44 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $33,815 (+3.3%) Shares 620 (-9.9%) Est. Cost $54.90 Unrealized
BRO BROWN & BROWN INC 0.0%
Value $24,121 (-4.2%) Shares 376 (-2.6%) Est. Cost $43.51 Unrealized
WDAY WORKDAY INC 0.0%
Value $123 (-88.2%) Shares 1 (-87.5%) Est. Cost $172.62 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $457 (-62.7%) Shares 4 (-50.0%) Est. Cost $277.22 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $456 (-62.3%) Shares 5 (-54.5%) Est. Cost $96.59 Unrealized
ADBE ADOBE INC 0.0%
Value $2,666 (-21.7%) Shares 13 (-7.1%) Est. Cost $434.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $4,534 (-13.6%) Shares 105 (-9.5%) Est. Cost $117.27 Unrealized
PODD INSULET CORP 0.0%
Value $609 (-51.7%) Shares 4 (-33.3%) Est. Cost $173.66 Unrealized
NRG NRG ENERGY INC 0.0%
Value $439 (-57.1%) Shares 3 (-57.1%) Est. Cost $131.64 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $1,016 (-28.2%) Shares 3 (-25.0%) Est. Cost $439.63 Unrealized
AMCR AMCOR PLC 0.0%
Value $477 (-45.5%) Shares 11 (-50.0%) Est. Cost $45.83 Unrealized
BAX BAXTER INTL INC 0.0%
Value $1,280 (-20.6%) Shares 60 (-37.5%) Est. Cost $20.16 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $26,465 (+1.2%) Shares 1,476 (-10.3%) Est. Cost $19.51 Unrealized
CNA CNA FINL CORP 0.0%
Value $49 (-86.7%) Shares 1 (-87.5%) Est. Cost $44.94 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value $64 (-83.2%) Shares 4 (-81.0%) Est. Cost $20.70 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $447 (-37.6%) Shares 3 (-25.0%) Est. Cost $176.09 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $1,318 (+23.6%) Shares 14 (-6.7%) Est. Cost $75.24 Unrealized
IT GARTNER INC 0.0%
Value $389 (-38.6%) Shares 3 (-25.0%) Est. Cost $198.04 Unrealized
PLNT PLANET FITNESS MASTER ISSUER 0.0%
Value $366 (-38.6%) Shares 7 (-12.5%) Est. Cost $65.63 Unrealized
ROL ROLLINS INC 0.0%
Value $503 (-27.8%) Shares 12 (-7.7%) Est. Cost $35.37 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $142 (-57.1%) Shares 30 (-53.1%) Est. Cost $5.97 Unrealized
FISV FISERV INC 0.0%
Value $687 (-17.9%) Shares 14 (-6.7%) Est. Cost $97.57 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $1,700 (-6.8%) Shares 50 (-12.3%) Est. Cost $57.35 Unrealized
TSN TYSON FOODS INC 0.0%
Value $401 (-21.8%) Shares 7 (-12.5%) Est. Cost $55.43 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $37 (-75.2%) Shares 1 (-75.0%) Est. Cost $32.14 Unrealized
CPNG COUPANG INC 0.0%
Value $35 (-73.7%) Shares 2 (-71.4%) Est. Cost $17.36 Unrealized
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value $24 (-66.2%) Shares 1 (-75.0%) Est. Cost $15.11 Unrealized
EMBC EMBECTA CORP 0.0%
Value $20 (-67.7%) Shares 6 (-14.3%) Est. Cost $12.81 Unrealized
UDR UDR INC 0.0%
Value $1,078 (-3.3%) Shares 27 (-18.2%) Est. Cost $32.23 Unrealized

Unchanged Positions (546)

IDEV ISHARES TR 13.6%
Value $123M Shares 1,377,805 Est. Cost $58.82 Unrealized
DFUV DIMENSIONAL ETF TRUST 5.5%
Value $49.83M Shares 905,753 Est. Cost $31.60 Unrealized
DFAT DIMENSIONAL ETF TRUST 3.2%
Value $28.76M Shares 411,492 Est. Cost $44.85 Unrealized
NUEM NUSHARES ETF TR 1.4%
Value $12.41M Shares 292,478 Est. Cost $28.45 Unrealized
GE GE AEROSPACE 0.3%
Value $2.733M Shares 7,313 Est. Cost $64.16 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $4.794M Shares 23,959 Est. Cost $120.67 Unrealized
JSTC TIDAL TRUST I 0.3%
Value $3.032M Shares 132,532 Est. Cost $17.42 Unrealized
IWB ISHARES TR 0.4%
Value $3.18M Shares 7,765 Est. Cost $212.91 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value $12.43M Shares 48,938 Est. Cost $127.77 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $2.452M Shares 6,627 Est. Cost $305.24 Unrealized
MRK MERCK & CO INC 0.6%
Value $4.977M Shares 38,730 Est. Cost $67.52 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $1.776M Shares 6,112 Est. Cost $157.82 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $2.507M Shares 3,357 Est. Cost $448.60 Unrealized
AMZN AMAZON COM INC 0.3%
Value $2.285M Shares 9,588 Est. Cost $137.98 Unrealized
HTFL HEARTFLOW INC 0.2%
Value $1.631M Shares 55,598 Est. Cost $28.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $5.879M Shares 11,749 Est. Cost $261.07 Unrealized
CSCO CISCO SYS INC 0.1%
Value $534K Shares 4,550 Est. Cost $51.67 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value $582K Shares 2,038 Est. Cost $171.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $460K Shares 2,417 Est. Cost $130.43 Unrealized
EXPE EXPEDIA GROUP INC 0.2%
Value $1.414M Shares 5,526 Est. Cost $168.49 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $1.304M Shares 5,984 Est. Cost $138.06 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP 0.1%
Value $697K Shares 16,787 Est. Cost $11.40 Unrealized
IGM ISHARES TR 0.1%
Value $460K Shares 2,810 Est. Cost $121.80 Unrealized
WMT WALMART INC 0.1%
Value $1.137M Shares 10,038 Est. Cost $62.84 Unrealized
MMM 3M CO 0.1%
Value $1.134M Shares 7,006 Est. Cost $110.57 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $616K Shares 609 Est. Cost $241.92 Unrealized
NUDM NUSHARES ETF TR 0.1%
Value $1.063M Shares 26,551 Est. Cost $35.58 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $458K Shares 1,154 Est. Cost $160.12 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $277K Shares 1,697 Est. Cost $101.21 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $525K Shares 1,319 Est. Cost $299.76 Unrealized
IWR ISHARES TR 0.1%
Value $606K Shares 5,495 Est. Cost $69.66 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $782K Shares 10,862 Est. Cost $27.69 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $112K Shares 316 Est. Cost $151.28 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $227K Shares 459 Est. Cost $239.62 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $286K Shares 389 Est. Cost $435.46 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $619K Shares 3,422 Est. Cost $63.68 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value $498K Shares 24,116 Est. Cost $22.83 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $81,314 Shares 299 Est. Cost $39.08 Unrealized
GPC GENUINE PARTS CO 0.1%
Value $462K Shares 3,920 Est. Cost $80.03 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $1.311M Shares 2,553 Est. Cost $347.18 Unrealized
SHOP SHOPIFY INC 0.1%
Value $860K Shares 7,536 Est. Cost $36.50 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $576K Shares 6,284 Est. Cost $70.28 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $237K Shares 1,061 Est. Cost $146.94 Unrealized
CME CME GROUP INC 0.0%
Value $121K Shares 549 Est. Cost $171.50 Unrealized
IWD ISHARES TR 0.0%
Value $334K Shares 1,378 Est. Cost $145.06 Unrealized
DHS WISDOMTREE TR 0.1%
Value $908K Shares 7,986 Est. Cost $100.35 Unrealized
SN SHARKNINJA INC 0.0%
Value $123K Shares 809 Est. Cost $108.79 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $146K Shares 203 Est. Cost $185.29 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $289K Shares 855 Est. Cost $158.53 Unrealized
DVY ISHARES TR 0.1%
Value $910K Shares 5,824 Est. Cost $136.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $170K Shares 334 Est. Cost $475.34 Unrealized
IVW ISHARES TR 0.0%
Value $172K Shares 1,247 Est. Cost $113.12 Unrealized
TJX TJX COS INC NEW 0.1%
Value $591K Shares 3,899 Est. Cost $60.22 Unrealized
DOW DOW HLDGS INC 0.0%
Value $55,514 Shares 2,029 Est. Cost $33.91 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $97,395 Shares 1,510 Est. Cost $44.58 Unrealized
CHGX EA SERIES TRUST 0.0%
Value $150K Shares 4,522 Est. Cost $26.07 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $282K Shares 1,324 Est. Cost $191.51 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $262K Shares 3,490 Est. Cost $65.48 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $262K Shares 4,270 Est. Cost $54.85 Unrealized
CVIE MORGAN STANLEY ETF TRUST 0.0%
Value $182K Shares 2,146 Est. Cost $59.95 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value $57,687 Shares 700 Est. Cost $60.31 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $278K Shares 4,655 Est. Cost $42.57 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $237K Shares 8,558 Est. Cost $27.51 Unrealized
KO COCA COLA CO 0.0%
Value $341K Shares 4,191 Est. Cost $49.07 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value $129K Shares 1,601 Est. Cost $54.98 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $118K Shares 3,257 Est. Cost $35.26 Unrealized
VFMF VANGUARD WELLINGTON FD 0.0%
Value $173K Shares 979 Est. Cost $130.40 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $45,381 Shares 1,006 Est. Cost $21.58 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $128K Shares 1,327 Est. Cost $64.60 Unrealized
IWV ISHARES TR 0.0%
Value $160K Shares 375 Est. Cost $334.25 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $152K Shares 1,842 Est. Cost $59.07 Unrealized
RBA RB GLOBAL INC 0.0%
Value $117K Shares 1,001 Est. Cost $56.38 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $392K Shares 4,471 Est. Cost $72.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $213K Shares 899 Est. Cost $219.15 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $131K Shares 1,695 Est. Cost $60.70 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value $149K Shares 1,166 Est. Cost $95.15 Unrealized
MET METLIFE INC 0.0%
Value $115K Shares 1,364 Est. Cost $36.42 Unrealized
HEI HEICO CORP NEW 0.0%
Value $82,637 Shares 232 Est. Cost $113.40 Unrealized
RPM RPM INTL INC 0.0%
Value $172K Shares 1,550 Est. Cost $83.55 Unrealized
QUS SPDR SERIES TRUST 0.0%
Value $223K Shares 1,193 Est. Cost $160.24 Unrealized
IJJ ISHARES TR 0.0%
Value $168K Shares 1,138 Est. Cost $94.92 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $139K Shares 3,137 Est. Cost $27.93 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $62,603 Shares 602 Est. Cost $58.46 Unrealized
LOW LOWES COS INC 0.0%
Value $234K Shares 1,061 Est. Cost $159.57 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $139K Shares 2,171 Est. Cost $71.71 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $112K Shares 581 Est. Cost $99.88 Unrealized
IWP ISHARES TR 0.0%
Value $130K Shares 888 Est. Cost $112.98 Unrealized
CCK CROWN HLDGS INC 0.0%
Value $144K Shares 1,289 Est. Cost $84.83 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $90,961 Shares 844 Est. Cost $74.80 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $108K Shares 1,318 Est. Cost $46.79 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $121K Shares 744 Est. Cost $135.51 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $113K Shares 1,026 Est. Cost $123.49 Unrealized
PPG PPG INDS INC 0.0%
Value $115K Shares 946 Est. Cost $105.30 Unrealized
CI THE CIGNA GROUP 0.0%
Value $376K Shares 1,364 Est. Cost $161.03 Unrealized
SYY SYSCO CORP 0.0%
Value $77,338 Shares 925 Est. Cost $62.31 Unrealized
SHEL SHELL PLC 0.0%
Value $57,432 Shares 741 Est. Cost $63.38 Unrealized
MTUM ISHARES TR 0.0%
Value $37,026 Shares 108 Est. Cost $256.45 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $104K Shares 1,246 Est. Cost $67.22 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $39,435 Shares 338 Est. Cost $65.75 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $58,492 Shares 200 Est. Cost $345.80 Unrealized
PAYX PAYCHEX INC 0.0%
Value $160K Shares 1,631 Est. Cost $69.32 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $73,095 Shares 613 Est. Cost $96.14 Unrealized
QLTY GMO ETF TRUST 0.0%
Value $76,997 Shares 1,850 Est. Cost $34.26 Unrealized
BP BP PLC 0.0%
Value $36,950 Shares 1,000 Est. Cost $29.25 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $27,718 Shares 99 Est. Cost $217.03 Unrealized
IGV ISHARES TR 0.0%
Value $84,168 Shares 929 Est. Cost $105.69 Unrealized
ABNB AIRBNB INC 0.0%
Value $80,852 Shares 565 Est. Cost $133.78 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $48,281 Shares 202 Est. Cost $125.52 Unrealized
IVE ISHARES TR 0.0%
Value $122K Shares 535 Est. Cost $211.15 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $224K Shares 827 Est. Cost $217.27 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $315K Shares 1,414 Est. Cost $154.84 Unrealized
LDI LOANDEPOT INC 0.0%
Value $61,965 Shares 49,572 Est. Cost $8.10 Unrealized
WWD WOODWARD INC 0.0%
Value $49,352 Shares 116 Est. Cost $90.55 Unrealized
DEM WISDOMTREE TR 0.0%
Value $90,247 Shares 1,678 Est. Cost $43.99 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $108K Shares 1,412 Est. Cost $49.56 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $76,877 Shares 1,004 Est. Cost $57.94 Unrealized
FUL FULLER H B CO 0.0%
Value $108K Shares 1,846 Est. Cost $67.01 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value $20,934 Shares 200 Est. Cost $59.63 Unrealized
ATI ATI INC 0.0%
Value $23,258 Shares 118 Est. Cost $68.39 Unrealized
GLOF ISHARES TR 0.0%
Value $53,284 Shares 906 Est. Cost $51.62 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $56,710 Shares 796 Est. Cost $49.67 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $149K Shares 1,538 Est. Cost $100.97 Unrealized
GUSE GOLDMAN SACHS ETF TR 0.0%
Value $40,458 Shares 896 Est. Cost $40.48 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $12,725 Shares 50 Est. Cost $238.80 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $28,902 Shares 280 Est. Cost $94.29 Unrealized
AMPG AMPLITECH GROUP INC 0.0%
Value $6,960 Shares 1,000 Est. Cost $3.21 Unrealized
MTB M & T BK CORP 0.0%
Value $38,100 Shares 160 Est. Cost $153.98 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value $15,844 Shares 198 Est. Cost $72.66 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $27,368 Shares 230 Est. Cost $104.51 Unrealized
IEUR ISHARES TR 0.0%
Value $72,389 Shares 963 Est. Cost $70.27 Unrealized
DVYE ISHARES INC 0.0%
Value $81,929 Shares 2,542 Est. Cost $28.63 Unrealized
CTVA CORTEVA INC 0.0%
Value $389K Shares 4,590 Est. Cost $26.48 Unrealized
RTX RTX CORPORATION 0.0%
Value $378K Shares 1,992 Est. Cost $110.13 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $79,460 Shares 515 Est. Cost $115.60 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value $47,392 Shares 1,307 Est. Cost $30.52 Unrealized
OEF ISHARES TR 0.0%
Value $32,929 Shares 90 Est. Cost $155.56 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $123K Shares 1,776 Est. Cost $65.47 Unrealized
BCS BARCLAYS PLC 0.0%
Value $19,474 Shares 725 Est. Cost $21.16 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $29,305 Shares 22 Est. Cost $508.34 Unrealized
UL UNILEVER PLC 0.0%
Value $71,784 Shares 1,194 Est. Cost $65.40 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value $50,143 Shares 502 Est. Cost $96.71 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value $37,972 Shares 1,142 Est. Cost $36.47 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $48,572 Shares 799 Est. Cost $55.33 Unrealized
SE SEA LTD 0.0%
Value $24,725 Shares 258 Est. Cost $65.40 Unrealized
ASHR DBX ETF TR 0.0%
Value $30,502 Shares 832 Est. Cost $27.54 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $4,767 Shares 16 Est. Cost $61.59 Unrealized
M MACYS INC 0.0%
Value $12,882 Shares 547 Est. Cost $7.33 Unrealized
DEUS DBX ETF TR 0.0%
Value $35,981 Shares 551 Est. Cost $54.77 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $36,379 Shares 3,627 Est. Cost $9.51 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $16,515 Shares 211 Est. Cost $57.67 Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value $19,278 Shares 564 Est. Cost $18.75 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $48,668 Shares 106 Est. Cost $638.00 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $5,149 Shares 50 Est. Cost $92.02 Unrealized
SPYX SPDR SERIES TRUST 0.0%
Value $18,991 Shares 311 Est. Cost $45.77 Unrealized
GKOS GLAUKOS CORP 0.0%
Value $10,063 Shares 72 Est. Cost $116.07 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value $90,773 Shares 15,570 Est. Cost $5.79 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $21,675 Shares 72 Est. Cost $175.04 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $27,710 Shares 387 Est. Cost $62.21 Unrealized
MCHI ISHARES TR 0.0%
Value $20,717 Shares 406 Est. Cost $55.10 Unrealized
DB DEUTSCHE BK AG 0.0%
Value $17,353 Shares 514 Est. Cost $9.80 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $12,651 Shares 380 Est. Cost $42.41 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.0%
Value $13,277 Shares 1,352 Est. Cost $9.05 Unrealized
NUVB NUVATION BIO INC 0.0%
Value $7,384 Shares 1,300 Est. Cost $3.41 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $124K Shares 1,060 Est. Cost $78.54 Unrealized
GUTS FRACTYL HEALTH INC 0.0%
Value $3,972 Shares 5,000 Est. Cost $1.20 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $17,083 Shares 339 Est. Cost $45.65 Unrealized
IWM ISHARES TR 0.0%
Value $9,052 Shares 30 Est. Cost $180.05 Unrealized
EUAD SPINNAKER ETF SERIES 0.0%
Value $44,711 Shares 1,060 Est. Cost $40.74 Unrealized
SAP SAP SE 0.0%
Value $13,408 Shares 87 Est. Cost $242.92 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $9,723 Shares 240 Est. Cost $37.10 Unrealized
PRMB PRIMO BRANDS CORPORATION 0.0%
Value $6,135 Shares 251 Est. Cost $18.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $61,166 Shares 122 Est. Cost $464.58 Unrealized
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value $11,000 Shares 200 Est. Cost $37.51 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $29,012 Shares 153 Est. Cost $190.39 Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value $2,973 Shares 300 Est. Cost $10.77 Unrealized
VFC V F CORP 0.0%
Value $60,749 Shares 3,642 Est. Cost $16.21 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value $8,937 Shares 107 Est. Cost $69.64 Unrealized
KKR KKR & CO INC 0.0%
Value $169K Shares 1,843 Est. Cost $60.50 Unrealized
UI UBIQUITI INC 0.0%
Value $2,137 Shares 4 Est. Cost $137.00 Unrealized
COMP COMPASS INC 0.0%
Value $2,466 Shares 200 Est. Cost $8.10 Unrealized
NXT NEXTPOWER INC 0.0%
Value $83,756 Shares 703 Est. Cost $108.82 Unrealized
TXG 10X GENOMICS INC 0.0%
Value $2,186 Shares 57 Est. Cost $9.22 Unrealized
HAL HALLIBURTON CO 0.0%
Value $6,458 Shares 190 Est. Cost $26.39 Unrealized
ESLT ELBIT SYS LTD 0.0%
Value $7,588 Shares 10 Est. Cost $149.35 Unrealized
PL PLANET LABS PBC 0.0%
Value $5,633 Shares 170 Est. Cost $4.68 Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $1,789 Shares 73 Est. Cost $17.65 Unrealized
S SENTINELONE INC 0.0%
Value $3,394 Shares 200 Est. Cost $15.70 Unrealized
GWW WW GRAINGER INC 0.0%
Value $4,094 Shares 3 Est. Cost $324.27 Unrealized
KR KROGER CO 0.0%
Value $2,624 Shares 47 Est. Cost $40.31 Unrealized
RBRK RUBRIK INC. 0.0%
Value $2,007 Shares 25 Est. Cost $68.27 Unrealized
ABOS ACUMEN PHARMACEUTICALS INC 0.0%
Value $6,675 Shares 2,500 Est. Cost $1.38 Unrealized
DHI D R HORTON INC 0.0%
Value $4,734 Shares 29 Est. Cost $109.27 Unrealized
WAB WABTEC 0.0%
Value $9,436 Shares 35 Est. Cost $72.82 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $32,784 Shares 645 Est. Cost $54.31 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $23,050 Shares 479 Est. Cost $37.72 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $12,363 Shares 1,020 Est. Cost $14.71 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $4,275 Shares 61 Est. Cost $34.91 Unrealized
VTRS VIATRIS INC 0.0%
Value $3,907 Shares 246 Est. Cost $12.85 Unrealized
UNCY UNICYCIVE THERAPEUTICS INC 0.0%
Value $1,407 Shares 300 Est. Cost $4.36 Unrealized
DVA DAVITA INC 0.0%
Value $1,780 Shares 8 Est. Cost $115.45 Unrealized
VMI VALMONT INDS INC 0.0%
Value $1,733 Shares 3 Est. Cost $282.19 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value $1,826 Shares 11 Est. Cost $50.62 Unrealized
NTAP NETAPP INC 0.0%
Value $1,548 Shares 10 Est. Cost $66.10 Unrealized
DAPP VANECK ETF TRUST 0.0%
Value $2,249 Shares 116 Est. Cost $17.24 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $1,687 Shares 6 Est. Cost $168.99 Unrealized
VLTO VERALTO CORP 0.0%
Value $110K Shares 1,243 Est. Cost $84.19 Unrealized
OVID OVID THERAPEUTICS INC 0.0%
Value $2,690 Shares 1,000 Est. Cost $1.54 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $6,147 Shares 29 Est. Cost $120.07 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $4,127 Shares 25 Est. Cost $195.72 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value $736 Shares 52 Est. Cost $38.46 Unrealized
LCID LUCID GROUP INC 0.0%
Value $1,004 Shares 150 Est. Cost $22.60 Unrealized
COR CENCORA INC 0.0%
Value $3,683 Shares 13 Est. Cost $150.33 Unrealized
RACE FERRARI N V 0.0%
Value $4,468 Shares 12 Est. Cost $186.02 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value $1,841 Shares 52 Est. Cost $24.17 Unrealized
IAGG ISHARES TR 0.0%
Value $35,977 Shares 711 Est. Cost $51.02 Unrealized
HAS HASBRO INC 0.0%
Value $2,891 Shares 35 Est. Cost $75.14 Unrealized
YUM YUM BRANDS INC 0.0%
Value $13,908 Shares 87 Est. Cost $113.33 Unrealized
CROX CROCS INC 0.0%
Value $1,207 Shares 10 Est. Cost $97.16 Unrealized
BRKR BRUKER CORP 0.0%
Value $903 Shares 15 Est. Cost $42.23 Unrealized
ROKU ROKU INC 0.0%
Value $1,106 Shares 8 Est. Cost $69.86 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value $6,394 Shares 101 Est. Cost $31.12 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $1,077 Shares 3 Est. Cost $243.90 Unrealized
COHR COHERENT CORP 0.0%
Value $789 Shares 2 Est. Cost $213.35 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $1,613 Shares 68 Est. Cost $13.08 Unrealized
KSS KOHLS CORP 0.0%
Value $1,117 Shares 63 Est. Cost $7.69 Unrealized
SEVN SEVEN HILLS REALTY TRUST 0.0%
Value $12,148 Shares 1,441 Est. Cost $10.41 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value $1,032 Shares 31 Est. Cost $19.66 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value $821 Shares 22 Est. Cost $7.38 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $960 Shares 10 Est. Cost $129.18 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $992 Shares 19 Est. Cost $38.04 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $1,910 Shares 6 Est. Cost $237.80 Unrealized
MDB MONGODB INC 0.0%
Value $1,008 Shares 3 Est. Cost $204.47 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value $6,573 Shares 22 Est. Cost $91.23 Unrealized
SUPN SUPERNUS PHARMACEUTICALS 0.0%
Value $2,373 Shares 51 Est. Cost $48.33 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value $1,003 Shares 21 Est. Cost $24.54 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $3,064 Shares 7 Est. Cost $341.06 Unrealized
IESC IES HOLDINGS INC 0.0%
Value $735 Shares 1 Est. Cost $95.85 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $1,166 Shares 5 Est. Cost $147.44 Unrealized
GGG GRACO INC 0.0%
Value $2,118 Shares 28 Est. Cost $53.29 Unrealized
ASEA GLOBAL X FDS 0.0%
Value $27,396 Shares 1,397 Est. Cost $16.31 Unrealized
SO SOUTHERN CO 0.0%
Value $29,478 Shares 308 Est. Cost $55.57 Unrealized
SRE SEMPRA 0.0%
Value $5,100 Shares 55 Est. Cost $65.02 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $3,539 Shares 41 Est. Cost $119.31 Unrealized
DTE DTE ENERGY CO 0.0%
Value $5,943 Shares 39 Est. Cost $94.86 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $1,457 Shares 6 Est. Cost $197.19 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $1,735 Shares 100 Est. Cost $53.97 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $617 Shares 1 Est. Cost $95.36 Unrealized
MKSI MKS INC. 0.0%
Value $445 Shares 1 Est. Cost $148.21 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value $637 Shares 1 Est. Cost $491.25 Unrealized
GERN GERON CORP 0.0%
Value $1,280 Shares 1,000 Est. Cost $1.33 Unrealized
RS RELIANCE INC 0.0%
Value $1,121 Shares 3 Est. Cost $291.02 Unrealized
YETI YETI HLDGS INC 0.0%
Value $793 Shares 16 Est. Cost $30.01 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $1,092 Shares 7 Est. Cost $110.85 Unrealized
TREX TREX INC 0.0%
Value $751 Shares 15 Est. Cost $40.45 Unrealized
U UNITY SOFTWARE INC 0.0%
Value $858 Shares 30 Est. Cost $18.30 Unrealized
AME AMETEK INC 0.0%
Value $1,694 Shares 7 Est. Cost $167.82 Unrealized
MUR MURPHY OIL CORP 0.0%
Value $717 Shares 22 Est. Cost $21.36 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $47,539 Shares 905 Est. Cost $47.40 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $776 Shares 2 Est. Cost $400.59 Unrealized
CUZ COUSINS PPTYS INC 0.0%
Value $720 Shares 24 Est. Cost $22.58 Unrealized
TRGP TARGA RES CORP 0.0%
Value $2,682 Shares 10 Est. Cost $165.33 Unrealized
DY DYCOM INDS INC 0.0%
Value $506 Shares 1 Est. Cost $156.05 Unrealized
L LOEWS CORP 0.0%
Value $2,832 Shares 25 Est. Cost $49.13 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $381 Shares 1 Est. Cost $221.00 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $1,599 Shares 11 Est. Cost $127.42 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $859 Shares 1 Est. Cost $467.14 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $664 Shares 31 Est. Cost $16.20 Unrealized
NEU NEWMARKET CORP 0.0%
Value $792 Shares 1 Est. Cost $518.78 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $674 Shares 4 Est. Cost $250.00 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $680 Shares 23 Est. Cost $21.52 Unrealized
EVRG EVERGY INC 0.0%
Value $2,853 Shares 33 Est. Cost $46.52 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $675 Shares 4 Est. Cost $114.68 Unrealized
GRC GORMAN RUPP CO 0.0%
Value $459 Shares 5 Est. Cost $38.38 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value $897 Shares 11 Est. Cost $46.45 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $14,826 Shares 331 Est. Cost $47.60 Unrealized
BIIB BIOGEN INC 0.0%
Value $865 Shares 4 Est. Cost $132.53 Unrealized
RPRX ROYALTY PHARMA PLC 0.0%
Value $898 Shares 16 Est. Cost $33.13 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $1,116 Shares 44 Est. Cost $10.83 Unrealized
CPAY CORPAY INC 0.0%
Value $1,000 Shares 3 Est. Cost $289.19 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $1,195 Shares 1 Est. Cost $1466.95 Unrealized
PII POLARIS INC 0.0%
Value $616 Shares 9 Est. Cost $67.52 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $47,804 Shares 589 Est. Cost $80.98 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $1,334 Shares 2 Est. Cost $412.01 Unrealized
JBL JABIL INC 0.0%
Value $386 Shares 1 Est. Cost $248.04 Unrealized
DJCO DAILY JOURNAL CORP 0.0%
Value $602 Shares 1 Est. Cost $399.61 Unrealized
SLM SLM CORP 0.0%
Value $675 Shares 26 Est. Cost $15.10 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $557 Shares 19 Est. Cost $27.25 Unrealized
TNYA TENAYA THERAPEUTICS INC 0.0%
Value $1,848 Shares 2,500 Est. Cost $1.01 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value $571 Shares 15 Est. Cost $33.08 Unrealized
LII LENNOX INTL INC 0.0%
Value $573 Shares 1 Est. Cost $446.79 Unrealized
ENVA ENOVA INTL INC 0.0%
Value $241 Shares 1 Est. Cost $61.01 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $444 Shares 9 Est. Cost $68.02 Unrealized
CIEN CIENA CORP 0.0%
Value $491 Shares 1 Est. Cost $270.92 Unrealized
RBC RBC BEARINGS INC 0.0%
Value $645 Shares 1 Est. Cost $268.62 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $392 Shares 1 Est. Cost $224.98 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value $755 Shares 4 Est. Cost $169.66 Unrealized
RH RH 0.0%
Value $659 Shares 4 Est. Cost $202.56 Unrealized
DCI DONALDSON INC 0.0%
Value $1,803 Shares 20 Est. Cost $68.91 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value $190 Shares 1 Est. Cost $57.05 Unrealized
MTZ MASTEC INC 0.0%
Value $417 Shares 1 Est. Cost $76.04 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $240 Shares 10 Est. Cost $29.13 Unrealized
EME EMCOR GROUP INC 0.0%
Value $830 Shares 1 Est. Cost $267.38 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value $1,666 Shares 21 Est. Cost $41.01 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $434 Shares 4 Est. Cost $79.78 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value $594 Shares 10 Est. Cost $69.95 Unrealized
KYTX KYVERNA THERAPEUTICS INC 0.0%
Value $2,673 Shares 300 Est. Cost $7.42 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $695 Shares 5 Est. Cost $130.55 Unrealized
EBAY EBAY INC. 0.0%
Value $447 Shares 4 Est. Cost $79.30 Unrealized
CACI CACI INTL INC 0.0%
Value $464 Shares 1 Est. Cost $443.01 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $349 Shares 4 Est. Cost $58.35 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $37,111 Shares 414 Est. Cost $103.46 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $290 Shares 1 Est. Cost $213.95 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $758 Shares 1 Est. Cost $231.38 Unrealized
TTC TORO CO 0.0%
Value $1,851 Shares 19 Est. Cost $77.29 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $245 Shares 1 Est. Cost $105.89 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value $994 Shares 11 Est. Cost $83.16 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $1,521 Shares 10 Est. Cost $85.32 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $24,026 Shares 304 Est. Cost $79.27 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $339 Shares 1 Est. Cost $179.94 Unrealized
NTRA NATERA INC 0.0%
Value $272 Shares 1 Est. Cost $101.57 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $158 Shares 1 Est. Cost $58.07 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $582 Shares 11 Est. Cost $48.97 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $3,217 Shares 28 Est. Cost $57.74 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value $214 Shares 1 Est. Cost $114.83 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value $351 Shares 1 Est. Cost $105.02 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $351 Shares 1 Est. Cost $147.38 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $795 Shares 1 Est. Cost $289.31 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value $545 Shares 7 Est. Cost $131.99 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $324 Shares 4 Est. Cost $60.57 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $1,148 Shares 5 Est. Cost $208.72 Unrealized
FORM FORMFACTOR INC 0.0%
Value $160 Shares 1 Est. Cost $81.16 Unrealized
ENTG ENTEGRIS INC 0.0%
Value $180 Shares 1 Est. Cost $118.35 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value $339 Shares 1 Est. Cost $173.47 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $734 Shares 5 Est. Cost $46.99 Unrealized
R RYDER SYS INC 0.0%
Value $264 Shares 1 Est. Cost $135.53 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $402 Shares 1 Est. Cost $245.36 Unrealized
PBF PBF ENERGY INC 0.0%
Value $1,230 Shares 27 Est. Cost $19.01 Unrealized
XMTR XOMETRY INC 0.0%
Value $97 Shares 1 Est. Cost $60.61 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $200 Shares 1 Est. Cost $146.68 Unrealized
CR CRANE COMPANY 0.0%
Value $224 Shares 1 Est. Cost $121.93 Unrealized
SKYH SKY HARBOUR GROUP CORPORATIO 0.0%
Value $2,460 Shares 250 Est. Cost $10.21 Unrealized
ILMN ILLUMINA INC 0.0%
Value $176 Shares 1 Est. Cost $81.16 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $250 Shares 1 Est. Cost $225.31 Unrealized
AIZ ASSURANT INC 0.0%
Value $269 Shares 1 Est. Cost $232.16 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $542 Shares 1 Est. Cost $264.67 Unrealized
H HYATT HOTELS CORP 0.0%
Value $194 Shares 1 Est. Cost $124.42 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value $530 Shares 1 Est. Cost $567.64 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value $568 Shares 18 Est. Cost $23.28 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value $219 Shares 1 Est. Cost $137.83 Unrealized
CUBE CUBESMART 0.0%
Value $597 Shares 15 Est. Cost $36.07 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value $258 Shares 1 Est. Cost $147.71 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value $246 Shares 1 Est. Cost $124.00 Unrealized
ISHG ISHARES TR 0.0%
Value $53,977 Shares 727 Est. Cost $76.01 Unrealized
BITQ BITWISE FUNDS TRUST 0.0%
Value $196 Shares 8 Est. Cost $20.00 Unrealized
MUSA MURPHY USA INC 0.0%
Value $539 Shares 1 Est. Cost $412.78 Unrealized
VSEC VSE CORP 0.0%
Value $229 Shares 1 Est. Cost $79.75 Unrealized
GPOR GULFPORT ENERGY CORP 0.0%
Value $170 Shares 1 Est. Cost $146.70 Unrealized
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value $165 Shares 1 Est. Cost $210.53 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $161 Shares 1 Est. Cost $142.09 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value $215 Shares 1 Est. Cost $124.10 Unrealized
FN FABRINET 0.0%
Value $563 Shares 1 Est. Cost $435.01 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $189 Shares 6 Est. Cost $22.28 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value $173 Shares 1 Est. Cost $138.85 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value $292 Shares 1 Est. Cost $296.14 Unrealized
SNA SNAP ON INC 0.0%
Value $403 Shares 1 Est. Cost $265.72 Unrealized
ALX ALEXANDERS INC 0.0%
Value $276 Shares 1 Est. Cost $226.00 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value $70 Shares 1 Est. Cost $25.14 Unrealized
MHO M/I HOMES INC 0.0%
Value $161 Shares 1 Est. Cost $122.23 Unrealized
SNEX STONEX GROUP INC 0.0%
Value $119 Shares 1 Est. Cost $45.03 Unrealized
AN AUTONATION INC 0.0%
Value $744 Shares 4 Est. Cost $176.20 Unrealized
IEX IDEX CORP 0.0%
Value $227 Shares 1 Est. Cost $189.82 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value $82 Shares 1 Est. Cost $64.69 Unrealized
IBP INSTALLED BLDG PRODS INC 0.0%
Value $230 Shares 1 Est. Cost $165.66 Unrealized
NDSN NORDSON CORP 0.0%
Value $302 Shares 1 Est. Cost $234.89 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $159 Shares 1 Est. Cost $108.58 Unrealized
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value $143 Shares 1 Est. Cost $98.02 Unrealized
RAL RALLIANT CORP 0.0%
Value $74 Shares 1 Est. Cost $49.19 Unrealized
EG EVEREST GROUP LTD 0.0%
Value $358 Shares 1 Est. Cost $363.59 Unrealized
KYMR KYMERA THERAPEUTICS INC 0.0%
Value $115 Shares 1 Est. Cost $77.59 Unrealized
BPOP POPULAR INC 0.0%
Value $165 Shares 1 Est. Cost $79.47 Unrealized
UMBF UMB FINL CORP 0.0%
Value $143 Shares 1 Est. Cost $81.32 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $558 Shares 30 Est. Cost $16.47 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value $179 Shares 1 Est. Cost $152.70 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.0%
Value $236 Shares 8 Est. Cost $26.00 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $140 Shares 2 Est. Cost $46.09 Unrealized
BIDU BAIDU INC 0.0%
Value $1,143 Shares 10 Est. Cost $107.05 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $186 Shares 1 Est. Cost $107.61 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $97 Shares 10 Est. Cost $14.23 Unrealized
PVLA PALVELLA THERAPEUTICS INC NE 0.0%
Value $153 Shares 1 Est. Cost $91.38 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $461 Shares 2 Est. Cost $247.11 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value $144 Shares 1 Est. Cost $130.55 Unrealized
USLM UNITED STS LIME & MINERALS I 0.0%
Value $105 Shares 1 Est. Cost $80.25 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $239 Shares 1 Est. Cost $191.85 Unrealized
VCYT VERACYTE INC 0.0%
Value $59 Shares 1 Est. Cost $28.13 Unrealized
PLUR PLURI INC 0.0%
Value $40 Shares 19 Est. Cost $5.64 Unrealized
JBIO JADE BIOSCIENCES INC 0.0%
Value $67 Shares 3 Est. Cost $11.73 Unrealized
MSEX MIDDLESEX WTR CO 0.0%
Value $294 Shares 5 Est. Cost $61.99 Unrealized
FEIM FREQUENCY ELECTRS INC 0.0%
Value $67 Shares 1 Est. Cost $53.00 Unrealized
AOS SMITH A O CORP 0.0%
Value $442 Shares 7 Est. Cost $49.93 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value $174 Shares 1 Est. Cost $89.95 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value $1,240 Shares 4 Est. Cost $170.77 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value $91 Shares 1 Est. Cost $75.35 Unrealized
PATK PATRICK INDS INC 0.0%
Value $90 Shares 1 Est. Cost $71.13 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $161 Shares 1 Est. Cost $97.95 Unrealized
MSCI MSCI INC 0.0%
Value $561 Shares 1 Est. Cost $533.24 Unrealized
HCI HCI GROUP INC 0.0%
Value $176 Shares 1 Est. Cost $153.53 Unrealized
NI NISOURCE INC 0.0%
Value $1,007 Shares 21 Est. Cost $21.19 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $317 Shares 1 Est. Cost $242.37 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $157 Shares 1 Est. Cost $76.38 Unrealized
AGCO AGCO CORP 0.0%
Value $599 Shares 5 Est. Cost $91.52 Unrealized
PRK PARK NATL CORP 0.0%
Value $183 Shares 1 Est. Cost $134.67 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $165 Shares 1 Est. Cost $112.60 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value $290 Shares 4 Est. Cost $76.75 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value $203 Shares 1 Est. Cost $168.00 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $136 Shares 2 Est. Cost $59.68 Unrealized
HL HECLA MINING COMPANY 0.0%
Value $78 Shares 5 Est. Cost $15.27 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $81 Shares 1 Est. Cost $55.85 Unrealized
SATS ECHOSTAR CORP 0.0%
Value $102 Shares 1 Est. Cost $81.43 Unrealized
PFBC PREFERRED BK LOS ANGELES CA 0.0%
Value $107 Shares 1 Est. Cost $75.59 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $266 Shares 1 Est. Cost $191.24 Unrealized
QRVO QORVO INC 0.0%
Value $94 Shares 1 Est. Cost $72.22 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $503 Shares 4 Est. Cost $189.07 Unrealized
UNM UNUM GROUP 0.0%
Value $90 Shares 1 Est. Cost $77.09 Unrealized
BIO BIO RAD LABS INC 0.0%
Value $294 Shares 1 Est. Cost $236.40 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value $660 Shares 13 Est. Cost $39.85 Unrealized
GME GAMESTOP CORP 0.0%
Value $354 Shares 16 Est. Cost $22.46 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value $96 Shares 1 Est. Cost $85.97 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value $87 Shares 1 Est. Cost $59.89 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value $48 Shares 1 Est. Cost $22.97 Unrealized
AA ALCOA CORP 0.0%
Value $53 Shares 1 Est. Cost $61.09 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $68 Shares 1 Est. Cost $59.98 Unrealized
FHTX FOGHORN THERAPEUTICS INC 0.0%
Value $601 Shares 123 Est. Cost $7.71 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $159 Shares 2 Est. Cost $69.84 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value $537 Shares 1 Est. Cost $492.48 Unrealized
CHCO CITY HLDG CO 0.0%
Value $133 Shares 1 Est. Cost $97.93 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value $88 Shares 2 Est. Cost $32.61 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value $72 Shares 1 Est. Cost $57.15 Unrealized
AXTA AXALTA COATING SYS LTD 0.0%
Value $69 Shares 2 Est. Cost $33.68 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $83 Shares 1 Est. Cost $58.38 Unrealized
WEX WEX INC 0.0%
Value $142 Shares 1 Est. Cost $134.32 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value $70 Shares 1 Est. Cost $41.24 Unrealized
ANAB ANAPTYSBIO INC 0.0%
Value $68 Shares 1 Est. Cost $22.95 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $75 Shares 1 Est. Cost $45.70 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $151 Shares 1 Est. Cost $99.27 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value $54 Shares 1 Est. Cost $31.30 Unrealized
WSFS WSFS FINL CORP 0.0%
Value $77 Shares 1 Est. Cost $44.26 Unrealized
MSA MSA SAFETY INC 0.0%
Value $175 Shares 1 Est. Cost $156.47 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $88 Shares 1 Est. Cost $102.14 Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value $219 Shares 1 Est. Cost $118.28 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $39 Shares 2 Est. Cost $20.45 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value $71 Shares 2 Est. Cost $28.75 Unrealized
BOKF BOK FINL CORP 0.0%
Value $139 Shares 1 Est. Cost $86.78 Unrealized
CART MAPLEBEAR INC 0.0%
Value $48 Shares 1 Est. Cost $38.24 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value $103 Shares 1 Est. Cost $71.34 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $96 Shares 1 Est. Cost $105.00 Unrealized
AES AES CORP 0.0%
Value $264 Shares 18 Est. Cost $12.55 Unrealized
OFG OFG BANCORP 0.0%
Value $50 Shares 1 Est. Cost $36.43 Unrealized
TBBK BANCORP INC DEL 0.0%
Value $63 Shares 1 Est. Cost $33.02 Unrealized
RCUS ARCUS BIOSCIENCES INC 0.0%
Value $31 Shares 1 Est. Cost $10.40 Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value $44 Shares 1 Est. Cost $21.13 Unrealized
HTO H2O AMERICA 0.0%
Value $244 Shares 4 Est. Cost $48.45 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $135 Shares 1 Est. Cost $127.95 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $317 Shares 1 Est. Cost $237.68 Unrealized
SEIC SEI INVTS CO 0.0%
Value $88 Shares 1 Est. Cost $65.68 Unrealized
RRC RANGE RES CORP 0.0%
Value $38 Shares 1 Est. Cost $30.94 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $58 Shares 1 Est. Cost $47.99 Unrealized
IBOC INTERNATIONAL BANCSHARES COR 0.0%
Value $76 Shares 1 Est. Cost $53.95 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value $69 Shares 1 Est. Cost $61.28 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value $728 Shares 14 Est. Cost $26.29 Unrealized
MBWM MERCANTILE BK CORP 0.0%
Value $58 Shares 1 Est. Cost $42.22 Unrealized
WPC WP CAREY INC 0.0%
Value $143 Shares 2 Est. Cost $55.50 Unrealized
GATX GATX CORP 0.0%
Value $178 Shares 1 Est. Cost $122.04 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $153 Shares 2 Est. Cost $57.29 Unrealized
ADUS ADDUS HOMECARE CORP 0.0%
Value $101 Shares 1 Est. Cost $107.06 Unrealized
CRK COMSTOCK RES INC 0.0%
Value $15 Shares 1 Est. Cost $10.25 Unrealized
PLMR PALOMAR HLDGS INC 0.0%
Value $127 Shares 1 Est. Cost $68.57 Unrealized
TYRA TYRA BIOSCIENCES INC 0.0%
Value $32 Shares 1 Est. Cost $30.25 Unrealized
NTB BANK OF N T BUTTERFIELD & SO 0.0%
Value $60 Shares 1 Est. Cost $31.46 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $36 Shares 1 Est. Cost $28.35 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $61 Shares 1 Est. Cost $63.23 Unrealized
BYD BOYD GAMING CORP 0.0%
Value $89 Shares 1 Est. Cost $58.21 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $168 Shares 1 Est. Cost $267.47 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value $57 Shares 1 Est. Cost $32.53 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $89 Shares 1 Est. Cost $48.19 Unrealized
ESNT ESSENT GROUP LTD 0.0%
Value $65 Shares 1 Est. Cost $54.34 Unrealized
ARDX ARDELYX INC 0.0%
Value $36 Shares 7 Est. Cost $5.57 Unrealized
GABC GERMAN AMERN BANCORP INC 0.0%
Value $48 Shares 1 Est. Cost $39.03 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $133 Shares 2 Est. Cost $20.77 Unrealized
SUI SUN CMNTYS INC 0.0%
Value $120 Shares 1 Est. Cost $127.00 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $87 Shares 1 Est. Cost $118.89 Unrealized
EXLS EXLSERVICE HLDGS INC 0.0%
Value $26 Shares 1 Est. Cost $36.64 Unrealized
CCNE CNB FINL CORP PA 0.0%
Value $34 Shares 1 Est. Cost $24.40 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $118 Shares 32 Est. Cost $3.61 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $113 Shares 1 Est. Cost $65.94 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $63 Shares 1 Est. Cost $62.10 Unrealized
PVH PVH CORPORATION 0.0%
Value $75 Shares 1 Est. Cost $72.49 Unrealized
BDC BELDEN INC 0.0%
Value $120 Shares 1 Est. Cost $90.61 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $102 Shares 1 Est. Cost $72.25 Unrealized
NNI NELNET INC 0.0%
Value $134 Shares 1 Est. Cost $99.45 Unrealized
SLVM SYLVAMO CORP 0.0%
Value $38 Shares 1 Est. Cost $48.74 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $596 Shares 6 Est. Cost $146.65 Unrealized
REG REGENCY CTRS CORP 0.0%
Value $80 Shares 1 Est. Cost $69.44 Unrealized
SSRM SSR MINING IN 0.0%
Value $85 Shares 3 Est. Cost $22.26 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $238 Shares 1 Est. Cost $182.05 Unrealized
SF STIFEL FINL CORP 0.0%
Value $70 Shares 1 Est. Cost $77.21 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $43 Shares 1 Est. Cost $40.99 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value $1,061 Shares 30 Est. Cost $19.43 Unrealized
WINA WINMARK CORP 0.0%
Value $424 Shares 1 Est. Cost $367.18 Unrealized
TRU TRANSUNION 0.0%
Value $73 Shares 1 Est. Cost $83.11 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value $31 Shares 1 Est. Cost $28.00 Unrealized
ITRI ITRON INC 0.0%
Value $87 Shares 1 Est. Cost $100.63 Unrealized
ANDE ANDERSONS INC 0.0%
Value $69 Shares 1 Est. Cost $48.74 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value $85 Shares 1 Est. Cost $72.04 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $133 Shares 3 Est. Cost $27.38 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $31 Shares 4 Est. Cost $8.23 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value $27 Shares 1 Est. Cost $26.85 Unrealized
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value $29 Shares 12 Est. Cost $4.22 Unrealized
TXNM TXNM ENERGY INC 0.0%
Value $114 Shares 2 Est. Cost $40.62 Unrealized
XENE XENON PHARMACEUTICALS INC 0.0%
Value $61 Shares 1 Est. Cost $41.98 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $39 Shares 1 Est. Cost $37.00 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $179 Shares 1 Est. Cost $158.74 Unrealized
PBYI PUMA BIOTECHNOLOGY INC 0.0%
Value $9 Shares 1 Est. Cost $6.63 Unrealized
GDDY GODADDY INC 0.0%
Value $85 Shares 1 Est. Cost $111.25 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $112 Shares 1 Est. Cost $148.60 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $126 Shares 1 Est. Cost $138.57 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value $9 Shares 1 Est. Cost $7.97 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $33 Shares 2 Est. Cost $17.50 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $175 Shares 1 Est. Cost $88.42 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $19 Shares 2 Est. Cost $12.85 Unrealized
ENTA ENANTA PHARMACEUTICALS INC 0.0%
Value $15 Shares 1 Est. Cost $13.49 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $27 Shares 3 Est. Cost $13.73 Unrealized
PATH UIPATH INC 0.0%
Value $22 Shares 2 Est. Cost $12.24 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $58 Shares 1 Est. Cost $54.44 Unrealized
GME/WS GAMESTOP CORP NEW 0.0%
Value $3 Shares 1 Est. Cost $4.00 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value $81 Shares 1 Est. Cost $77.80 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value $91 Shares 1 Est. Cost $75.86 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $77 Shares 1 Est. Cost $54.70 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $188 Shares 1 Est. Cost $120.38 Unrealized
BKV BKV CORP 0.0%
Value $28 Shares 1 Est. Cost $28.56 Unrealized
IRTC IRHYTHM HOLDINGS INC 0.0%
Value $119 Shares 1 Est. Cost $129.23 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $202 Shares 1 Est. Cost $82.21 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value $46 Shares 2 Est. Cost $13.39 Unrealized
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $6 Shares 1 Est. Cost $8.01 Unrealized
TPG TPG INC 0.0%
Value $41 Shares 1 Est. Cost $57.26 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW 0.0%
Value $88 Shares 1 Est. Cost $85.32 Unrealized
NWSA NEWS CORP NEW 0.0%
Value $50 Shares 2 Est. Cost $25.55 Unrealized