Quent Capital, LLC Diversified Active

CIK: 0001912338 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 29, 2026

Total Value ($000): $1,386,036 (100.0% shares, 0.0% debt)

Holdings (1,567)

New Positions (202)

GENI GENIUS SPORTS LIMITED SHARES CL A 0.2%
Value ($000) $2,840 Shares 257,731 Est. Cost $10.90 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.2%
Value ($000) $2,690 Shares 24,729 Est. Cost $108.77 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.2%
Value ($000) $2,446 Shares 38,000 Est. Cost $64.37 Unrealized
MOD MODINE MFG CO COM 0.2%
Value ($000) $2,336 Shares 17,500 Est. Cost $148.95 Unrealized 0.0%
CCB COASTAL FINL CORP WA COM NEW 0.2%
Value ($000) $2,279 Shares 19,889 Est. Cost $109.10 Unrealized 0.0%
NVMI NOVA LTD COM 0.2%
Value ($000) $2,200 Shares 6,699 Est. Cost $321.49 Unrealized 0.0%
PI IMPINJ INC COM 0.1%
Value ($000) $1,975 Shares 11,350 Est. Cost $178.15 Unrealized 0.0%
FBP FIRST BANCORP CORPORATION COM NEW 0.1%
Value ($000) $1,874 Shares 90,400 Est. Cost $20.61 Unrealized 0.0%
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.1%
Value ($000) $1,709 Shares 118,500 Est. Cost $12.61 Unrealized 0.0%
PL PLANET LABS PBC COM CL A 0.1%
Value ($000) $1,589 Shares 80,600 Est. Cost $14.34 Unrealized 0.0%
STRL STERLING INFRASTRUCTURE INC COM 0.1%
Value ($000) $1,531 Shares 5,000 Est. Cost $344.54 Unrealized 0.0%
AER AERCAP HOLDINGS NV SHS 0.1%
Value ($000) $1,394 Shares 9,700 Est. Cost $132.45 Unrealized 0.0%
DAVE DAVE INC CLASS A COM NEW 0.1%
Value ($000) $1,328 Shares 6,000 Est. Cost $215.10 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.1%
Value ($000) $1,292 Shares 11,000 Est. Cost $96.32 Unrealized 0.0%
YELP YELP INC CL A 0.1%
Value ($000) $1,222 Shares 40,200 Est. Cost $30.84 Unrealized 0.0%
TTAN SERVICETITAN INC SHS CL A 0.1%
Value ($000) $1,172 Shares 11,000 Est. Cost $97.68 Unrealized 0.0%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.1%
Value ($000) $1,135 Shares 12,000 Est. Cost $94.62 Unrealized
TBLA TABOOLA.COM LTD ORD SHS 0.1%
Value ($000) $968 Shares 210,000 Est. Cost $3.76 Unrealized 0.0%
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.1%
Value ($000) $843 Shares 41,401 Est. Cost $18.68 Unrealized 0.0%
BCC BOISE CASCADE CO DEL COM 0.1%
Value ($000) $806 Shares 10,945 Est. Cost $72.78 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A COM 0.1%
Value ($000) $714 Shares 12,000 Est. Cost $66.04 Unrealized 0.0%
APLD APPLIED DIGITAL CORP COM NEW 0.1%
Value ($000) $711 Shares 29,000 Est. Cost $28.80 Unrealized 0.0%
BFLY BUTTERFLY NETWORK INC COM CL A 0.1%
Value ($000) $697 Shares 183,500 Est. Cost $2.72 Unrealized 0.0%
SONO SONOS INC COM 0.0%
Value ($000) $667 Shares 38,000 Est. Cost $17.44 Unrealized 0.0%
AMAL AMALGAMATED FINANCIAL CORP COM 0.0%
Value ($000) $659 Shares 20,580 Est. Cost $28.91 Unrealized 0.0%
AGRO ADECOAGRO S A COM 0.0%
Value ($000) $595 Shares 74,980 Est. Cost $7.85 Unrealized 0.0%
HTFL HEARTFLOW INC COM 0.0%
Value ($000) $583 Shares 20,000 Est. Cost $32.19 Unrealized 0.0%
AMCR AMCOR PLC COM NEW 0.0%
Value ($000) $572 Shares 68,592 Est. Cost $8.34 Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $568 Shares 50,000 Est. Cost $9.37 Unrealized 0.0%
PACK RANPAK HOLDINGS CORP COM CL A 0.0%
Value ($000) $549 Shares 101,500 Est. Cost $5.26 Unrealized 0.0%
GDS GDS HLDGS LTD SPONSORED ADS 0.0%
Value ($000) $524 Shares 15,000 Est. Cost $34.90 Unrealized
VIA VIA TRANSN INC COM CL A 0.0%
Value ($000) $493 Shares 17,000 Est. Cost $41.28 Unrealized 0.0%
COUR COURSERA INC COM 0.0%
Value ($000) $478 Shares 65,000 Est. Cost $8.71 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $468 Shares 53,400 Est. Cost $7.88 Unrealized 0.0%
RELY REMITLY GLOBAL INC COM 0.0%
Value ($000) $414 Shares 30,000 Est. Cost $14.53 Unrealized 0.0%
DFH DREAM FINDERS HOMES INC COM CL A 0.0%
Value ($000) $408 Shares 23,836 Est. Cost $20.45 Unrealized 0.0%
SDHC SMITH DOUGLAS HOMES CORP COM SHS CL A 0.0%
Value ($000) $386 Shares 23,000 Est. Cost $18.09 Unrealized 0.0%
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value ($000) $377 Shares 25,000 Est. Cost $16.85 Unrealized 0.0%
FIG FIGMA INC CLASS A COM STK 0.0%
Value ($000) $374 Shares 10,000 Est. Cost $45.19 Unrealized 0.0%
IRTC IRHYTHM HOLDINGS INC COM 0.0%
Value ($000) $355 Shares 2,000 Est. Cost $177.21 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $352 Shares 900 Est. Cost $407.67 Unrealized 0.0%
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $349 Shares 28,500 Est. Cost $11.82 Unrealized 0.0%
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $327 Shares 15,000 Est. Cost $21.76 Unrealized 0.0%
LPTH LIGHTPATH TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $324 Shares 30,000 Est. Cost $8.10 Unrealized 0.0%
NVGS NAVIGATOR HLDGS LTD SHS 0.0%
Value ($000) $313 Shares 18,068 Est. Cost $16.67 Unrealized 0.0%
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A 0.0%
Value ($000) $306 Shares 7,500 Est. Cost $40.00 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $301 Shares 4,693 Est. Cost $64.04 Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value ($000) $278 Shares 3,000 Est. Cost $92.70 Unrealized
NCDL NUVEEN CHURCHILL DIRECT LENDIN COM SHS 0.0%
Value ($000) $267 Shares 20,000 Est. Cost $13.75 Unrealized 0.0%
SCHL SCHOLASTIC CORP COM 0.0%
Value ($000) $258 Shares 8,700 Est. Cost $28.45 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value ($000) $239 Shares 3,013 Est. Cost $103.35 Unrealized 0.0%
DIOD DIODES INC COM 0.0%
Value ($000) $222 Shares 4,500 Est. Cost $50.60 Unrealized 0.0%
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value ($000) $216 Shares 3,171 Est. Cost $72.91 Unrealized 0.0%
OPRA OPERA LTD SPONSORED ADS 0.0%
Value ($000) $212 Shares 15,000 Est. Cost $14.16 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $212 Shares 3,210 Est. Cost $66.00 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $211 Shares 1,917 Est. Cost $110.18 Unrealized
PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW 0.0%
Value ($000) $204 Shares 16,199 Est. Cost $12.75 Unrealized 0.0%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.0%
Value ($000) $193 Shares 20,000 Est. Cost $9.59 Unrealized 0.0%
RENT RENT THE RUNWAY INC CL A NEW 0.0%
Value ($000) $182 Shares 23,000 Est. Cost $5.39 Unrealized 0.0%
TRI CONTL CORP COM 0.0%
Value ($000) $177 Shares 5,405 Est. Cost $32.66 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $176 Shares 286 Est. Cost $614.31 Unrealized
IFS INTERCORP FINL SVCS INC SHS 0.0%
Value ($000) $169 Shares 4,000 Est. Cost $41.12 Unrealized 0.0%
VCYT VERACYTE INC COM 0.0%
Value ($000) $168 Shares 4,000 Est. Cost $40.31 Unrealized 0.0%
GPRE GREEN PLAINS INC COM 0.0%
Value ($000) $126 Shares 12,900 Est. Cost $10.07 Unrealized 0.0%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $121 Shares 9,999 Est. Cost $12.12 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $121 Shares 1,308 Est. Cost $92.43 Unrealized
LUCK LUCKY STRIKE ENTERTAINMENT COR CL A COM 0.0%
Value ($000) $119 Shares 14,000 Est. Cost $8.54 Unrealized 0.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $115 Shares 2,079 Est. Cost $55.08 Unrealized 0.0%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $113 Shares 812 Est. Cost $139.16 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $110 Shares 1,055 Est. Cost $104.07 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value ($000) $107 Shares 15,000 Est. Cost $9.62 Unrealized 0.0%
DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES 0.0%
Value ($000) $99 Shares 20,000 Est. Cost $4.21 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $99 Shares 516 Est. Cost $191.56 Unrealized
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $94 Shares 24,825 Est. Cost $3.14 Unrealized 0.0%
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C 0.0%
Value ($000) $89 Shares 1,065 Est. Cost $85.87 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $79 Shares 1,595 Est. Cost $49.46 Unrealized
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 0.0%
Value ($000) $70 Shares 859 Est. Cost $83.24 Unrealized 0.0%
DHX DHI GROUP INC COM 0.0%
Value ($000) $62 Shares 40,000 Est. Cost $1.89 Unrealized 0.0%
TRC TEJON RANCH CO COM 0.0%
Value ($000) $61 Shares 3,851 Est. Cost $15.95 Unrealized 0.0%
AVNW AVIAT NETWORKS INC COM NEW 0.0%
Value ($000) $53 Shares 2,500 Est. Cost $22.31 Unrealized 0.0%
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $50 Shares 40 Est. Cost $1252.00 Unrealized
WELLS FARGO & CO PERP PFD CNV A 0.0%
Value ($000) $48 Shares 40 Est. Cost $1212.00 Unrealized
IPAR INTERPARFUMS INC COM 0.0%
Value ($000) $47 Shares 556 Est. Cost $88.03 Unrealized 0.0%
WT WISDOMTREE INC COM 0.0%
Value ($000) $41 Shares 3,378 Est. Cost $12.08 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $44.74 Unrealized -7.1%
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $40 Shares 421 Est. Cost $91.86 Unrealized 0.0%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value ($000) $40 Shares 652 Est. Cost $60.81 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $39 Shares 812 Est. Cost $47.08 Unrealized 0.0%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $36 Shares 10,000 Est. Cost $4.43 Unrealized 0.0%
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 0.0%
Value ($000) $33 Shares 603 Est. Cost $54.07 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $29 Shares 200 Est. Cost $146.60 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $28 Shares 82 Est. Cost $342.98 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $27 Shares 155 Est. Cost $177.37 Unrealized
CAL CALERES INC COM 0.0%
Value ($000) $27 Shares 2,215 Est. Cost $12.25 Unrealized 0.0%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $25 Shares 301 Est. Cost $84.91 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $24 Shares 117 Est. Cost $209.12 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $24 Shares 109 Est. Cost $219.78 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $22 Shares 474 Est. Cost $46.54 Unrealized
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $6.32 Unrealized
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.0%
Value ($000) $19 Shares 579 Est. Cost $32.45 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $18 Shares 60 Est. Cost $301.15 Unrealized
QGEN QIAGEN NV ORD SHARES 0.0%
Value ($000) $17 Shares 372 Est. Cost $46.26 Unrealized 0.0%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $17 Shares 234 Est. Cost $63.81 Unrealized 0.0%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $16 Shares 430 Est. Cost $38.03 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $16 Shares 51 Est. Cost $314.80 Unrealized
QTOP ISHARES NASDAQ TOP 30 STOCKS ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.96 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $15 Shares 446 Est. Cost $34.46 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $15 Shares 205 Est. Cost $73.56 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $15 Shares 383 Est. Cost $38.56 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $14 Shares 427 Est. Cost $33.30 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $14 Shares 89 Est. Cost $155.12 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $14 Shares 501 Est. Cost $27.43 Unrealized
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $14 Shares 218 Est. Cost $64.78 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $13 Shares 2,500 Est. Cost $5.10 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $13 Shares 124 Est. Cost $101.67 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 114 Est. Cost $99.88 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $11 Shares 155 Est. Cost $71.36 Unrealized 0.0%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $10 Shares 187 Est. Cost $54.77 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 75 Est. Cost $113.96 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $7 Shares 15 Est. Cost $480.60 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $59.45 Unrealized 0.0%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $7 Shares 103 Est. Cost $67.43 Unrealized
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.87 Unrealized 0.0%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $7 Shares 154 Est. Cost $43.74 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 133 Est. Cost $50.01 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $6 Shares 794 Est. Cost $7.91 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $6 Shares 124 Est. Cost $48.32 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $6 Shares 215 Est. Cost $26.49 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $6 Shares 169 Est. Cost $33.08 Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $5 Shares 137 Est. Cost $38.00 Unrealized
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value ($000) $5 Shares 161 Est. Cost $31.66 Unrealized
WING WINGSTOP INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $247.68 Unrealized 0.0%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $5 Shares 1,395 Est. Cost $6.86 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $5 Shares 173 Est. Cost $27.21 Unrealized
SGU STAR GROUP LP UNIT LTD PARTNR 0.0%
Value ($000) $5 Shares 395 Est. Cost $11.84 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY COM 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.56 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $95.22 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $26.91 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $123.71 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.21 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $36.06 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.51 Unrealized
DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF 0.0%
Value ($000) $3 Shares 89 Est. Cost $32.25 Unrealized
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.74 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 120 Est. Cost $22.97 Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $3 Shares 40 Est. Cost $66.80 Unrealized
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 99 Est. Cost $26.42 Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $65.57 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $2 Shares 476 Est. Cost $4.45 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $28.48 Unrealized
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $60.73 Unrealized 0.0%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $50.50 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $32.76 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $2 Shares 86 Est. Cost $25.08 Unrealized
UNITI GROUP LLC COM SHS 0.0%
Value ($000) $2 Shares 301 Est. Cost $7.01 Unrealized
COHR COHERENT CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $149.58 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $2 Shares 33 Est. Cost $61.77 Unrealized 0.0%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $2 Shares 87 Est. Cost $19.32 Unrealized
SMBS SCHWAB MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $25.68 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $37.75 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 10 Est. Cost $146.60 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.94 Unrealized 0.0%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $317.53 Unrealized 0.0%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $44.55 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $147.17 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $45.54 Unrealized
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $73.69 Unrealized
CREDIT SUISSE HIGH YIELD CREDI SH BEN INT 0.0%
Value ($000) $1 Shares 581 Est. Cost $2.00 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $144.68 Unrealized 0.0%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $1 Shares 451 Est. Cost $2.27 Unrealized 0.0%
NIQ NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 0.0%
Value ($000) $1 Shares 54 Est. Cost $14.64 Unrealized 0.0%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $65.38 Unrealized
CNO CNO FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.61 Unrealized 0.0%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $23.21 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $64.83 Unrealized
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $1 Shares 196 Est. Cost $4.58 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $20.89 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.25 Unrealized
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $82.36 Unrealized 0.0%
INDL DIREXION DAILY MSCI INDIA BULL 2X SHARES 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.90 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.88 Unrealized 0.0%
GEF GREIF INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $62.20 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $109.32 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $44.24 Unrealized 0.0%
AWAY AMPLIFY TRAVEL TECH ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.70 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.37 Unrealized
STEM STEM INC COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.16 Unrealized 0.0%
VIXM PROSHARES VIX MID-TERM FUTURES ETF 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.25 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.73 Unrealized 0.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.45 Unrealized
SAIA SAIA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $302.29 Unrealized 0.0%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.83 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $28.00 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.81 Unrealized 0.0%
OPENW OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.90 Unrealized
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.00 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.39 Unrealized 0.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.68 Unrealized 0.0%
OPENL OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.51 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.40 Unrealized
BBBY/WS BED BATH & BEYOND INC WT EXP 100726 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.75 Unrealized

Increased Positions (660)

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.2%
Value ($000) $29,859 (+33.8%) Shares 1,019,790 (+34.0%) Est. Cost $29.16 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 3.9%
Value ($000) $53,414 (+14.4%) Shares 644,941 (+14.6%) Est. Cost $82.73 Unrealized
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 6.2%
Value ($000) $85,861 (+8.3%) Shares 1,789,151 (+8.8%) Est. Cost $47.55 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 3.3%
Value ($000) $45,369 (+14.6%) Shares 1,326,195 (+10.2%) Est. Cost $30.09 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $6,793 (+350.4%) Shares 9 (+350.0%) Est. Cost $676510.75 Unrealized +10.3%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 2.0%
Value ($000) $28,280 (+22.0%) Shares 566,736 (+12.8%) Est. Cost $36.72 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.4%
Value ($000) $5,297 (+1489.1%) Shares 15,785 (+4321.6%) Est. Cost $304.34 Unrealized +0.2%
TOST TOAST INC CL A 0.3%
Value ($000) $3,817 (+13990.2%) Shares 107,492 (+14386.8%) Est. Cost $36.10 Unrealized -0.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4.3%
Value ($000) $59,249 (+6.1%) Shares 881,426 (+4.1%) Est. Cost $54.52 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $11,525 (+42.0%) Shares 36,822 (+10.3%) Est. Cost $134.57 Unrealized +112.2%
EFG ISHARES MSCI EAFE GROWTH ETF 4.5%
Value ($000) $62,299 (+5.5%) Shares 546,864 (+5.5%) Est. Cost $100.15 Unrealized
AAPL APPLE INC COM 2.9%
Value ($000) $40,796 (+7.9%) Shares 150,064 (+1.0%) Est. Cost $168.51 Unrealized +59.2%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $11,336 (+33.6%) Shares 36,126 (+3.7%) Est. Cost $126.62 Unrealized +126.1%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 1.8%
Value ($000) $25,624 (+12.1%) Shares 251,266 (+9.4%) Est. Cost $92.66 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.9%
Value ($000) $12,944 (+26.3%) Shares 40,074 (+25.1%) Est. Cost $269.26 Unrealized
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $4,192 (+147.9%) Shares 44,502 (+148.2%) Est. Cost $89.77 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 1.1%
Value ($000) $15,049 (+19.9%) Shares 176,274 (+7.3%) Est. Cost $49.98 Unrealized
DUOL DUOLINGO INC CL A COM 0.2%
Value ($000) $2,199 (+11478.6%) Shares 12,528 (+21133.9%) Est. Cost $236.11 Unrealized -0.2%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 1.4%
Value ($000) $19,222 (+12.6%) Shares 833,558 (+12.1%) Est. Cost $22.03 Unrealized
MP MP MATERIALS CORP COM CL A 0.1%
Value ($000) $1,905 (+8666.1%) Shares 37,707 (+11538.0%) Est. Cost $63.41 Unrealized +0.0%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.7%
Value ($000) $23,320 (+8.7%) Shares 517,994 (+10.5%) Est. Cost $46.13 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $5,956 (+44.6%) Shares 5,542 (+2.7%) Est. Cost $374.44 Unrealized +155.2%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $10,761 (+19.9%) Shares 46,620 (+14.0%) Est. Cost $152.63 Unrealized +49.9%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $1,920 (+956.1%) Shares 9,700 (+1085.8%) Est. Cost $217.00 Unrealized +0.1%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.2%
Value ($000) $2,091 (+414.8%) Shares 4,292 (+342.9%) Est. Cost $404.88 Unrealized +15.0%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $1,687 (+8942.6%) Shares 24,305 (+7378.5%) Est. Cost $61.76 Unrealized +0.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 1.4%
Value ($000) $18,942 (+9.6%) Shares 62,700 (+7.9%) Est. Cost $265.68 Unrealized
PEGA PEGASYSTEMS INC COM 0.1%
Value ($000) $1,498 (+3006.9%) Shares 25,079 (+2892.7%) Est. Cost $58.46 Unrealized +0.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.7%
Value ($000) $10,060 (+16.6%) Shares 94,282 (+16.7%) Est. Cost $104.75 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.1%
Value ($000) $1,425 (+16509.6%) Shares 48,694 (+27103.4%) Est. Cost $41.20 Unrealized -0.1%
BWZ SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF 2.0%
Value ($000) $27,526 (+5.2%) Shares 1,004,228 (+6.7%) Est. Cost $27.47 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.7%
Value ($000) $9,424 (+14.7%) Shares 286,081 (+10.1%) Est. Cost $29.75 Unrealized
MIDD MIDDLEBY CORP COM 0.1%
Value ($000) $1,216 (+11196.3%) Shares 8,181 (+10000.0%) Est. Cost $131.35 Unrealized -0.1%
APPF APPFOLIO INC COM CL A 0.1%
Value ($000) $1,170 (+19194.8%) Shares 5,030 (+22763.6%) Est. Cost $237.79 Unrealized -0.1%
SPHR MADISON SQUARE GRDN ENTERTNMNT CL A 0.1%
Value ($000) $996 (+3241.7%) Shares 10,480 (+2083.3%) Est. Cost $74.87 Unrealized +1.8%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $944 (+9287.6%) Shares 6,673 (+5281.5%) Est. Cost $112.57 Unrealized +0.6%
RBRK RUBRIK INC. CL A 0.1%
Value ($000) $919 (+50647.2%) Shares 12,010 (+54490.9%) Est. Cost $76.73 Unrealized -0.0%
AVGO BROADCOM INC COM 0.4%
Value ($000) $6,143 (+17.5%) Shares 17,750 (+12.0%) Est. Cost $180.24 Unrealized +98.1%
OC OWENS CORNING NEW COM 0.1%
Value ($000) $987 (+1053.4%) Shares 8,822 (+1358.2%) Est. Cost $119.38 Unrealized -1.7%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $950 (+801.7%) Shares 4,272 (+713.7%) Est. Cost $195.25 Unrealized +1.6%
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $8,992 (+9.9%) Shares 13,187 (+7.4%) Est. Cost $480.82 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,928 (-21.6%) Shares 15,025 (+13.2%) Est. Cost $123.50 Unrealized +92.8%
NFLX NETFLIX INC. COM 0.2%
Value ($000) $2,246 (-25.0%) Shares 23,958 (+858.7%) Est. Cost $102.79 Unrealized +4.9%
NTRA NATERA INC COM 0.1%
Value ($000) $756 (+1560.5%) Shares 3,302 (+1066.8%) Est. Cost $204.27 Unrealized +2.1%
TSLA TESLA INC COM 0.4%
Value ($000) $5,905 (+13.6%) Shares 13,130 (+12.3%) Est. Cost $302.92 Unrealized +46.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,603 (+73.8%) Shares 2,767 (+45.5%) Est. Cost $581.66 Unrealized -2.8%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $650 (+31727.4%) Shares 19,074 (+42286.7%) Est. Cost $36.86 Unrealized -0.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $1,324 (+85.5%) Shares 4,639 (+8.7%) Est. Cost $100.25 Unrealized +128.8%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $2,166 (+38.5%) Shares 10,465 (+24.1%) Est. Cost $160.33 Unrealized +22.9%
APA APA CORPORATION COM 0.0%
Value ($000) $663 (+934.3%) Shares 27,115 (+926.7%) Est. Cost $23.81 Unrealized +1.4%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $592 (+58723.0%) Shares 10,850 (+57005.3%) Est. Cost $51.37 Unrealized +0.0%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,382 (+32.2%) Shares 43,311 (+24.0%) Est. Cost $41.87 Unrealized +25.8%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $4,935 (+12.9%) Shares 15,315 (+10.5%) Est. Cost $166.03 Unrealized +86.4%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,276 (+73.4%) Shares 4,816 (+55.2%) Est. Cost $217.01 Unrealized +14.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $2,008 (+36.4%) Shares 9,374 (+3.0%) Est. Cost $131.27 Unrealized +71.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,327 (+28.8%) Shares 26,016 (+25.7%) Est. Cost $76.49 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $543 (+2293.9%) Shares 21,202 (+1900.2%) Est. Cost $23.93 Unrealized +0.6%
HD HOME DEPOT INC COM 0.2%
Value ($000) $3,080 (-14.1%) Shares 8,952 (+1.1%) Est. Cost $323.14 Unrealized +12.8%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $516 (+2891.0%) Shares 26,175 (+2127.7%) Est. Cost $15.76 Unrealized +0.7%
CXM SPRINKLR INC CL A 0.0%
Value ($000) $511 (+2320.4%) Shares 65,737 (+2301.8%) Est. Cost $7.64 Unrealized -0.4%
PVH PVH CORPORATION COM 0.0%
Value ($000) $507 (+2713.9%) Shares 7,565 (+3418.6%) Est. Cost $78.19 Unrealized -0.0%
WMT WALMART INC COM 0.2%
Value ($000) $2,979 (+17.9%) Shares 26,743 (+9.1%) Est. Cost $59.47 Unrealized +80.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $4,839 (+10.2%) Shares 9,627 (+10.2%) Est. Cost $335.89 Unrealized +48.1%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET 0.0%
Value ($000) $434 (+62505.9%) Shares 13,340 (+60536.4%) Est. Cost $32.57 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,135 (+61.8%) Shares 4,415 (+28.9%) Est. Cost $159.97 Unrealized +49.7%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $481 (+855.5%) Shares 9,130 (+860.0%) Est. Cost $52.43 Unrealized +0.2%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.3%
Value ($000) $3,886 (+12.4%) Shares 118,139 (+8.9%) Est. Cost $29.57 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $545 (+363.3%) Shares 12,029 (+301.0%) Est. Cost $40.45 Unrealized +0.9%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $432 (+6127.7%) Shares 14,972 (+6011.0%) Est. Cost $28.48 Unrealized -0.0%
CROX CROCS INC COM 0.0%
Value ($000) $433 (+5298.2%) Shares 5,063 (+5174.0%) Est. Cost $83.78 Unrealized -0.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $420 (+5922.7%) Shares 1,641 (+5977.8%) Est. Cost $249.10 Unrealized +0.1%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $436 (+1496.3%) Shares 10,013 (+1750.8%) Est. Cost $46.72 Unrealized -0.6%
INTC INTEL CORP COM 0.0%
Value ($000) $566 (+258.2%) Shares 15,348 (+225.7%) Est. Cost $33.60 Unrealized +12.4%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $412 (+5339.5%) Shares 5,081 (+6172.8%) Est. Cost $88.59 Unrealized -0.5%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $3,062 (+14.6%) Shares 37,117 (+12.0%) Est. Cost $58.54 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $384 (+563939.7%) Shares 22,005 (+440000.0%) Est. Cost $15.92 Unrealized +0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $583 (+179.7%) Shares 12,697 (+318.1%) Est. Cost $45.23 Unrealized +0.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $489 (+309.1%) Shares 7,151 (+437.3%) Est. Cost $72.34 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $752 (+94.3%) Shares 6,403 (+84.9%) Est. Cost $77.48 Unrealized +38.2%
TREX TREX CO INC COM 0.0%
Value ($000) $362 (+5785.3%) Shares 10,316 (+8568.9%) Est. Cost $40.68 Unrealized -0.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $908 (+63.4%) Shares 2,707 (+60.0%) Est. Cost $292.55 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $348 (+75808.9%) Shares 5,330 (+66525.0%) Est. Cost $62.88 Unrealized -0.0%
HHH HOWARD HUGHES HOLDINGS INC COM 0.0%
Value ($000) $478 (+235.3%) Shares 5,996 (+245.4%) Est. Cost $80.29 Unrealized +3.2%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $1,989 (+20.1%) Shares 25,817 (+6.7%) Est. Cost $50.27 Unrealized +46.8%
KKR KKR & CO INC COM 0.0%
Value ($000) $379 (+705.9%) Shares 2,970 (+722.7%) Est. Cost $126.40 Unrealized -1.7%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $366 (+900.2%) Shares 11,337 (+994.3%) Est. Cost $33.09 Unrealized -0.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $2,203 (+17.5%) Shares 6,731 (+1.3%) Est. Cost $234.90 Unrealized +34.5%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $2,495 (+14.6%) Shares 14,055 (+2.6%) Est. Cost $87.89 Unrealized +89.4%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1,182 (+33.8%) Shares 4,879 (+17.4%) Est. Cost $172.26 Unrealized +29.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $295 (+7483.1%) Shares 20,239 (+8368.2%) Est. Cost $15.24 Unrealized -0.2%
BXP BXP INC COM 0.0%
Value ($000) $331 (+658.3%) Shares 4,912 (+735.4%) Est. Cost $70.24 Unrealized +0.2%
HGV HILTON GRAND VACATIONS INC COM 0.0%
Value ($000) $286 (+3100.6%) Shares 6,399 (+2890.2%) Est. Cost $42.60 Unrealized -0.3%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $314 (+662.7%) Shares 2,303 (+836.2%) Est. Cost $162.84 Unrealized -0.9%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $1,083 (+33.1%) Shares 6,328 (+4.1%) Est. Cost $79.60 Unrealized +95.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $3,165 (+9.1%) Shares 5,046 (+6.5%) Est. Cost $509.85 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $540 (+94.6%) Shares 3,414 (+113.8%) Est. Cost $140.47 Unrealized +17.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,501 (+21.0%) Shares 4,058 (+8.7%) Est. Cost $196.40 Unrealized +81.8%
AN AUTONATION INC COM 0.1%
Value ($000) $1,660 (+18.3%) Shares 8,040 (+25.4%) Est. Cost $136.65 Unrealized +52.2%
KRMN KARMAN HLDGS INC COMMON STOCK 0.0%
Value ($000) $258 (+13141.2%) Shares 3,527 (+12963.0%) Est. Cost $72.28 Unrealized +0.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $618 (+70.7%) Shares 3,167 (+84.1%) Est. Cost $185.74 Unrealized +5.0%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $2,305 (+12.1%) Shares 7,483 (+9.4%) Est. Cost $147.49 Unrealized +103.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,957 (+14.2%) Shares 16,264 (+7.0%) Est. Cost $81.37 Unrealized +41.9%
NOVT NOVANTA INC COM 0.0%
Value ($000) $241 (+60077.6%) Shares 2,028 (+50600.0%) Est. Cost $113.89 Unrealized -0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.4%
Value ($000) $5,312 (+4.7%) Shares 46,710 (+1.8%) Est. Cost $101.13 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $869 (+36.4%) Shares 8,257 (+8.8%) Est. Cost $89.12 Unrealized +4.6%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.4%
Value ($000) $6,027 (+4.0%) Shares 63,379 (+1.7%) Est. Cost $70.74 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $238 (+2074.9%) Shares 13,170 (+1635.2%) Est. Cost $16.05 Unrealized +1.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $2,017 (+12.6%) Shares 2,294 (+2.0%) Est. Cost $357.99 Unrealized +127.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $821 (+36.2%) Shares 15,267 (+37.3%) Est. Cost $48.50 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $233 (+1327.7%) Shares 15,808 (+1764.2%) Est. Cost $15.77 Unrealized -1.1%
MD PEDIATRIX MEDICAL GROUP INC COM 0.0%
Value ($000) $221 (+3729.0%) Shares 10,345 (+2898.6%) Est. Cost $20.31 Unrealized +0.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $918 (+29.6%) Shares 3,422 (+19.2%) Est. Cost $318.76 Unrealized -20.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $852 (+32.1%) Shares 1,505 (+4.3%) Est. Cost $308.30 Unrealized +72.7%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $977 (+25.7%) Shares 1,706 (+4.7%) Est. Cost $240.89 Unrealized +130.6%
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $20,864 (-0.9%) Shares 43,140 (+6.1%) Est. Cost $341.16 Unrealized +46.7%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $1,322 (+16.5%) Shares 14,181 (+4.8%) Est. Cost $48.92 Unrealized +77.1%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,896 (+10.7%) Shares 2,768 (+8.2%) Est. Cost $493.16 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $445 (+69.5%) Shares 8,258 (+96.8%) Est. Cost $58.63 Unrealized -2.7%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $547 (+47.9%) Shares 2,640 (+59.0%) Est. Cost $151.78 Unrealized +33.6%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $224 (+361.8%) Shares 12,926 (+388.5%) Est. Cost $17.85 Unrealized -1.2%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $203 (+482.6%) Shares 1,618 (+501.5%) Est. Cost $128.50 Unrealized -0.5%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $298 (+124.9%) Shares 6,414 (+143.9%) Est. Cost $48.28 Unrealized -1.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $655 (+32.2%) Shares 2,861 (+14.5%) Est. Cost $251.53 Unrealized -12.7%
LIN LINDE PLC SHS 0.1%
Value ($000) $787 (+25.1%) Shares 1,845 (+39.4%) Est. Cost $393.04 Unrealized +8.7%
AZO AUTOZONE INC COM 0.1%
Value ($000) $702 (+27.8%) Shares 207 (+61.7%) Est. Cost $2907.37 Unrealized +29.9%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $891 (+20.6%) Shares 1,013 (+4.0%) Est. Cost $375.52 Unrealized +117.8%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $807 (+22.5%) Shares 10,701 (+19.3%) Est. Cost $63.19 Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value ($000) $199 (+291.1%) Shares 9,292 (+352.2%) Est. Cost $23.47 Unrealized -1.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $721 (+25.8%) Shares 3,932 (+14.8%) Est. Cost $102.75 Unrealized +68.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $710 (-17.2%) Shares 4,638 (+397.6%) Est. Cost $162.98 Unrealized +5.3%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $149 (+4192.2%) Shares 9,137 (+2976.4%) Est. Cost $15.04 Unrealized +0.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $379 (+62.3%) Shares 12,667 (+70.6%) Est. Cost $37.55 Unrealized -24.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $742 (+23.6%) Shares 6,358 (+7.5%) Est. Cost $58.37 Unrealized +77.5%
BALL BALL CORP COM 0.0%
Value ($000) $152 (+1075.4%) Shares 2,876 (+1019.1%) Est. Cost $49.50 Unrealized -0.8%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $148 (+1543.8%) Shares 1,846 (+1505.2%) Est. Cost $80.10 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $1,156 (+13.6%) Shares 16,531 (+7.7%) Est. Cost $59.70 Unrealized +16.2%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $982 (+15.7%) Shares 6,392 (+8.9%) Est. Cost $93.44 Unrealized +58.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $200 (+199.6%) Shares 6,119 (+193.1%) Est. Cost $32.38 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $142 (+807.5%) Shares 999 (+940.6%) Est. Cost $145.09 Unrealized -0.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $219 (+135.1%) Shares 3,508 (+125.4%) Est. Cost $61.34 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $404 (+45.2%) Shares 1,296 (+31.3%) Est. Cost $217.72 Unrealized +34.3%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $217 (+128.9%) Shares 588 (+1.0%) Est. Cost $126.05 Unrealized +103.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $369 (+49.2%) Shares 478 (+8.6%) Est. Cost $667.69 Unrealized +1.6%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.2%
Value ($000) $3,446 (+3.5%) Shares 74,954 (+1.4%) Est. Cost $38.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,658 (+7.4%) Shares 5,598 (+2.4%) Est. Cost $164.99 Unrealized +81.1%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value ($000) $134 (+557.8%) Shares 125 (+495.2%) Est. Cost $1052.77 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $2,984 (+3.9%) Shares 8,510 (+1.2%) Est. Cost $229.56 Unrealized +48.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $730 (+17.3%) Shares 3,154 (+19.9%) Est. Cost $217.72 Unrealized +4.4%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $141 (+312.1%) Shares 1,812 (+339.8%) Est. Cost $79.95 Unrealized +0.1%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $728 (+17.0%) Shares 5,390 (+7.2%) Est. Cost $61.53 Unrealized +117.0%
TER TERADYNE INC COM 0.0%
Value ($000) $336 (+45.9%) Shares 1,738 (+3.8%) Est. Cost $111.35 Unrealized +54.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $106 (+27565.2%) Shares 1,225 (+30525.0%) Est. Cost $86.30 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $724 (+16.7%) Shares 5,047 (+14.2%) Est. Cost $148.85 Unrealized -2.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $351 (+40.9%) Shares 4,318 (+5.7%) Est. Cost $56.35 Unrealized +24.9%
MRVI MARAVAI LIFESCIENCES HLDGS INC COM CL A 0.0%
Value ($000) $98 (+84682.6%) Shares 30,000 (+74900.0%) Est. Cost $3.37 Unrealized +0.0%
MSB MESABI TR CTF BEN INT 0.0%
Value ($000) $123 (+348.4%) Shares 3,203 (+240.7%) Est. Cost $35.81 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $117 (+440.8%) Shares 19,049 (+690.1%) Est. Cost $7.09 Unrealized -0.7%
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value ($000) $108 (+725.3%) Shares 1,787 (+727.3%) Est. Cost $60.64 Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $98 (+1729.3%) Shares 1,605 (+1554.6%) Est. Cost $57.03 Unrealized -0.6%
DEI DOUGLAS EMMETT INC COM 0.0%
Value ($000) $89 (+17857.0%) Shares 8,137 (+25328.1%) Est. Cost $11.01 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $332 (+36.2%) Shares 7,621 (+40.7%) Est. Cost $38.73 Unrealized +17.4%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,211 (+7.7%) Shares 3,962 (+7.1%) Est. Cost $257.70 Unrealized +18.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $401 (+27.4%) Shares 785 (+5.5%) Est. Cost $243.50 Unrealized +91.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $609 (+16.1%) Shares 1,166 (+8.2%) Est. Cost $416.33 Unrealized +18.7%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $934 (+9.9%) Shares 174 (+10.8%) Est. Cost $3497.37 Unrealized +46.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $832 (+10.8%) Shares 4,863 (+7.7%) Est. Cost $144.56 Unrealized +18.1%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $117 (+200.2%) Shares 1,452 (+203.1%) Est. Cost $75.29 Unrealized +0.6%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $2,636 (+3.0%) Shares 4,617 (+2.6%) Est. Cost $392.38 Unrealized +42.5%
NEM NEWMONT CORP COM 0.0%
Value ($000) $231 (+48.8%) Shares 2,312 (+25.7%) Est. Cost $73.63 Unrealized +22.5%
WEN WENDYS CO COM 0.0%
Value ($000) $83 (+897.7%) Shares 10,006 (+997.1%) Est. Cost $8.78 Unrealized -1.7%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $429 (-14.9%) Shares 11,436 (+2.3%) Est. Cost $45.81 Unrealized -5.5%
ROST ROSS STORES INC COM 0.0%
Value ($000) $446 (+20.2%) Shares 2,479 (+1.7%) Est. Cost $102.01 Unrealized +63.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $80 (+1263.9%) Shares 540 (+1250.0%) Est. Cost $148.47 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $6,119 (-1.2%) Shares 9,270 (+10.0%) Est. Cost $436.00 Unrealized +53.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $1,029 (+7.4%) Shares 5,788 (+10.2%) Est. Cost $55.31 Unrealized +227.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $469 (+17.6%) Shares 3,818 (+6.4%) Est. Cost $81.67 Unrealized +48.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $99 (+230.8%) Shares 9,138 (+296.8%) Est. Cost $12.24 Unrealized -6.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $514 (+15.5%) Shares 1,894 (+4.6%) Est. Cost $172.29 Unrealized +45.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $338 (+25.6%) Shares 1,090 (+5.4%) Est. Cost $198.88 Unrealized +43.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $488 (+16.2%) Shares 6,083 (+9.3%) Est. Cost $73.63 Unrealized +12.0%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $77 (+698.3%) Shares 1,935 (+677.1%) Est. Cost $39.45 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $751 (+9.6%) Shares 1,149 (+3.1%) Est. Cost $252.42 Unrealized +141.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $621 (+11.8%) Shares 1,284 (+15.5%) Est. Cost $411.43 Unrealized +15.7%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $680 (+10.7%) Shares 1,925 (+3.1%) Est. Cost $91.59 Unrealized +296.5%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $68 (+1382.2%) Shares 263 (+1361.1%) Est. Cost $257.70 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $245 (+33.9%) Shares 202 (+18.8%) Est. Cost $968.62 Unrealized +21.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $123 (+93.6%) Shares 4,357 (+68.5%) Est. Cost $23.67 Unrealized +11.1%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $218 (+37.5%) Shares 1,710 (+23.3%) Est. Cost $111.23 Unrealized +11.4%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $796 (+7.7%) Shares 7,000 (+8.4%) Est. Cost $125.42 Unrealized -12.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $161 (+53.9%) Shares 2,985 (+28.7%) Est. Cost $45.96 Unrealized +3.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $253 (+28.7%) Shares 557 (+11.2%) Est. Cost $397.23 Unrealized +8.5%
PCG PG&E CORP COM 0.0%
Value ($000) $99 (+126.7%) Shares 6,188 (+112.7%) Est. Cost $15.26 Unrealized +4.3%
WELL WELLTOWER INC COM 0.0%
Value ($000) $288 (+23.4%) Shares 1,554 (+18.4%) Est. Cost $167.00 Unrealized +11.7%
HWM HOWMET AEROSPACE INC COM 0.1%
Value ($000) $996 (+5.8%) Shares 4,857 (+1.3%) Est. Cost $36.14 Unrealized +450.6%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $203 (+36.0%) Shares 718 (+2.7%) Est. Cost $201.49 Unrealized +22.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $311 (+20.8%) Shares 3,322 (+22.1%) Est. Cost $95.78 Unrealized -6.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $101 (+111.1%) Shares 996 (+13.7%) Est. Cost $53.62 Unrealized +49.8%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $567 (-8.5%) Shares 1,780 (+7.5%) Est. Cost $208.44 Unrealized +70.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $148 (+54.0%) Shares 2,977 (+101.6%) Est. Cost $57.27 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $499 (-9.2%) Shares 1,941 (+3.6%) Est. Cost $218.80 Unrealized +21.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $56 (+835.5%) Shares 542 (+885.5%) Est. Cost $102.65 Unrealized -1.0%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $52 (+1501.6%) Shares 4,024 (+1424.2%) Est. Cost $12.82 Unrealized
CVEO CIVEO CORP CDA COM NEW 0.0%
Value ($000) $127 (+61.3%) Shares 5,542 (+62.2%) Est. Cost $22.96 Unrealized -3.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $540 (+9.8%) Shares 4,652 (+3.0%) Est. Cost $54.00 Unrealized +104.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $184 (+33.9%) Shares 3,456 (+21.2%) Est. Cost $46.77 Unrealized +4.2%
CNA CNA FINL CORP COM 0.0%
Value ($000) $130 (+55.9%) Shares 2,724 (+51.8%) Est. Cost $45.75 Unrealized +0.2%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $166 (+38.7%) Shares 3,271 (+7.1%) Est. Cost $43.21 Unrealized +0.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $156 (+42.0%) Shares 2,030 (+24.7%) Est. Cost $64.25 Unrealized +11.5%
DOV DOVER CORP COM 0.0%
Value ($000) $254 (+21.0%) Shares 1,300 (+3.3%) Est. Cost $154.32 Unrealized +17.8%
COR CENCORA INC COM 0.0%
Value ($000) $198 (+27.7%) Shares 586 (+18.1%) Est. Cost $300.73 Unrealized +13.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $405 (+11.8%) Shares 868 (+2.0%) Est. Cost $265.65 Unrealized +74.6%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $159 (+35.0%) Shares 615 (+18.5%) Est. Cost $208.52 Unrealized +9.2%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $86 (+91.8%) Shares 2,087 (+66.3%) Est. Cost $33.09 Unrealized +13.1%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $606 (+7.1%) Shares 2,858 (+4.3%) Est. Cost $159.47 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $340 (+13.4%) Shares 2,758 (+11.0%) Est. Cost $83.15 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $726 (-5.0%) Shares 678 (+3.4%) Est. Cost $992.18 Unrealized +9.8%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $196 (+24.2%) Shares 2,352 (+5.8%) Est. Cost $72.27 Unrealized +5.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $612 (-5.9%) Shares 6,711 (+11.3%) Est. Cost $89.79 Unrealized +8.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $97 (+64.7%) Shares 3,349 (+11.6%) Est. Cost $14.64 Unrealized +59.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $333 (+12.8%) Shares 3,888 (+3.6%) Est. Cost $56.58 Unrealized +40.8%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $345 (-9.8%) Shares 2,945 (+1.7%) Est. Cost $60.26 Unrealized +103.2%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $287 (+15.0%) Shares 1,000 (+3.8%) Est. Cost $157.67 Unrealized +72.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $191 (-16.3%) Shares 1,858 (+2.6%) Est. Cost $100.47 Unrealized +20.1%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $75 (+94.1%) Shares 747 (+95.0%) Est. Cost $95.90 Unrealized +1.5%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $55 (+195.3%) Shares 1,285 (+212.7%) Est. Cost $44.18 Unrealized -4.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $162 (+27.9%) Shares 2,339 (+4.6%) Est. Cost $57.08 Unrealized +9.4%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $73 (+94.8%) Shares 757 (+84.2%) Est. Cost $90.50 Unrealized +1.1%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $95 (+57.7%) Shares 587 (+55.3%) Est. Cost $172.38 Unrealized -9.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $205 (+20.2%) Shares 3,510 (+9.3%) Est. Cost $49.57 Unrealized +8.1%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $2,614 (+1.3%) Shares 55,849 (+1.3%) Est. Cost $36.95 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $94 (+56.4%) Shares 657 (+33.3%) Est. Cost $127.76 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $359 (+10.2%) Shares 3,589 (+5.3%) Est. Cost $69.49 Unrealized +36.3%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $180 (+22.6%) Shares 531 (+3.9%) Est. Cost $266.13 Unrealized +16.3%
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $142 (+30.6%) Shares 2,009 (+10.1%) Est. Cost $59.70 Unrealized +9.1%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $593 (+5.8%) Shares 1,406 (+3.8%) Est. Cost $149.16 Unrealized +194.5%
EIX EDISON INTL COM 0.0%
Value ($000) $72 (+80.2%) Shares 1,200 (+66.0%) Est. Cost $54.78 Unrealized +4.7%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value ($000) $87 (+58.4%) Shares 873 (+33.5%) Est. Cost $89.29 Unrealized +3.9%
PCAR PACCAR INC COM 0.0%
Value ($000) $170 (+23.0%) Shares 1,557 (+10.4%) Est. Cost $97.31 Unrealized +4.0%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $59 (+114.9%) Shares 303 (+114.9%) Est. Cost $202.92 Unrealized -5.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $101 (+44.3%) Shares 1,454 (+41.4%) Est. Cost $68.46 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $47 (+182.9%) Shares 889 (+75.0%) Est. Cost $35.21 Unrealized +16.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $262 (+13.2%) Shares 2,722 (+12.2%) Est. Cost $90.95 Unrealized +6.8%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $391 (-7.2%) Shares 1,985 (+1.0%) Est. Cost $84.43 Unrealized +150.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $76 (+64.4%) Shares 570 (+27.8%) Est. Cost $109.50 Unrealized +1.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $198 (+17.6%) Shares 1,645 (+16.3%) Est. Cost $119.02 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $115 (+34.0%) Shares 647 (+22.5%) Est. Cost $168.59 Unrealized +1.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $130 (+28.7%) Shares 2,786 (+22.5%) Est. Cost $43.15 Unrealized +1.2%
MMM 3M CO COM 0.0%
Value ($000) $471 (+6.6%) Shares 2,939 (+3.3%) Est. Cost $125.90 Unrealized +29.6%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $130 (+28.8%) Shares 1,859 (+34.9%) Est. Cost $71.44 Unrealized +1.5%
M MACYS INC COM 0.0%
Value ($000) $136 (+26.9%) Shares 6,148 (+3.2%) Est. Cost $14.35 Unrealized +42.7%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $235 (+13.9%) Shares 11,756 (+32.6%) Est. Cost $24.12 Unrealized -10.9%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $152 (+23.2%) Shares 4,408 (+33.7%) Est. Cost $41.45 Unrealized -20.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $34 (-45.5%) Shares 849 (+5.6%) Est. Cost $31.47 Unrealized +18.8%
MRSH MARSH COM 0.0%
Value ($000) $154 (+22.3%) Shares 830 (+32.8%) Est. Cost $199.67 Unrealized -6.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $166 (+19.9%) Shares 355 (+25.4%) Est. Cost $465.81 Unrealized +9.3%
NUE NUCOR CORP COM 0.0%
Value ($000) $120 (+29.1%) Shares 736 (+7.1%) Est. Cost $141.13 Unrealized +6.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $214 (+14.1%) Shares 1,611 (+12.8%) Est. Cost $135.12 Unrealized -2.0%
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $93 (+39.6%) Shares 870 (+24.8%) Est. Cost $97.34 Unrealized +2.1%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $42 (+168.1%) Shares 302 (+169.6%) Est. Cost $136.58 Unrealized -2.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,231 (+2.1%) Shares 5,105 (+6.4%) Est. Cost $218.73 Unrealized +9.6%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $65 (+65.9%) Shares 277 (+3.4%) Est. Cost $104.83 Unrealized +85.1%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $67 (+62.1%) Shares 479 (+53.5%) Est. Cost $132.38 Unrealized +0.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $391 (+7.0%) Shares 4,945 (+8.3%) Est. Cost $77.76 Unrealized +0.7%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $190 (+15.3%) Shares 1,215 (+3.5%) Est. Cost $152.27 Unrealized -6.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $378 (+7.1%) Shares 2,766 (+5.6%) Est. Cost $99.82 Unrealized +31.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $133 (+23.3%) Shares 1,187 (+39.3%) Est. Cost $131.35 Unrealized -11.3%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $68 (+58.4%) Shares 351 (+9.3%) Est. Cost $145.64 Unrealized +17.8%
PATK PATRICK INDS INC COM 0.0%
Value ($000) $91 (+38.2%) Shares 836 (+31.9%) Est. Cost $104.49 Unrealized +0.1%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $54 (+85.3%) Shares 489 (+79.8%) Est. Cost $105.70 Unrealized -2.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $180 (+15.8%) Shares 2,269 (+10.0%) Est. Cost $68.81 Unrealized +14.3%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $29 (+592.1%) Shares 1,063 (+613.4%) Est. Cost $27.01 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $43 (+129.9%) Shares 312 (+124.5%) Est. Cost $146.05 Unrealized -6.3%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $145 (+20.2%) Shares 239 (+8.6%) Est. Cost $515.36 Unrealized +6.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $53 (+83.2%) Shares 1,233 (+107.6%) Est. Cost $49.07 Unrealized -9.4%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $33 (+274.3%) Shares 3,284 (+236.1%) Est. Cost $9.56 Unrealized -4.2%
FNB F N B CORP COM 0.0%
Value ($000) $202 (+13.2%) Shares 11,823 (+6.6%) Est. Cost $11.62 Unrealized +40.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $41 (+124.5%) Shares 627 (+85.5%) Est. Cost $56.39 Unrealized +8.5%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $134 (+20.2%) Shares 660 (+13.4%) Est. Cost $191.66 Unrealized +0.9%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $60 (+59.5%) Shares 807 (+35.9%) Est. Cost $63.03 Unrealized +7.1%
ADSK AUTODESK INC COM 0.0%
Value ($000) $207 (+11.9%) Shares 698 (+20.1%) Est. Cost $304.37 Unrealized -0.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $353 (+6.4%) Shares 1,218 (+2.4%) Est. Cost $169.02 Unrealized +66.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $93 (+29.6%) Shares 920 (+58.6%) Est. Cost $117.08 Unrealized -7.5%
GLW CORNING INC COM 0.0%
Value ($000) $124 (+20.2%) Shares 1,420 (+12.7%) Est. Cost $67.34 Unrealized +27.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $127 (+19.7%) Shares 4,839 (+17.3%) Est. Cost $25.79 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $84 (+32.8%) Shares 326 (+59.0%) Est. Cost $286.84 Unrealized -7.9%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $75 (+38.2%) Shares 4,899 (+1.3%) Est. Cost $12.33 Unrealized +9.4%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $136 (+18.0%) Shares 384 (+4.6%) Est. Cost $298.23 Unrealized +14.0%
TXT TEXTRON INC COM 0.0%
Value ($000) $53 (+63.3%) Shares 611 (+58.3%) Est. Cost $82.23 Unrealized +1.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $107 (+23.9%) Shares 475 (+4.4%) Est. Cost $183.34 Unrealized +18.7%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $73 (+39.1%) Shares 586 (+26.0%) Est. Cost $113.23 Unrealized +5.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $625 (+3.4%) Shares 3,899 (+4.6%) Est. Cost $115.46 Unrealized +33.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $270 (+8.0%) Shares 3,209 (+8.4%) Est. Cost $91.00 Unrealized -7.6%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $25 (+337.7%) Shares 296 (+261.0%) Est. Cost $71.25 Unrealized +8.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $324 (-5.6%) Shares 3,965 (+13.2%) Est. Cost $56.83 Unrealized +58.4%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $22 (+581.5%) Shares 782 (+424.8%) Est. Cost $25.01 Unrealized +6.2%
WAB WABTEC COM 0.0%
Value ($000) $159 (+13.7%) Shares 744 (+6.7%) Est. Cost $197.53 Unrealized +4.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $60 (+46.3%) Shares 179 (+29.7%) Est. Cost $292.03 Unrealized +7.3%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $120 (+18.9%) Shares 4,554 (+6.9%) Est. Cost $23.89 Unrealized +5.1%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $25 (+297.7%) Shares 245 (+288.9%) Est. Cost $97.67 Unrealized -4.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $42 (+79.4%) Shares 610 (+72.3%) Est. Cost $67.40 Unrealized -0.6%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $27 (+214.1%) Shares 151 (+202.0%) Est. Cost $177.43 Unrealized -4.5%
ASH ASHLAND INC COM 0.0%
Value ($000) $33 (+123.0%) Shares 570 (+82.1%) Est. Cost $52.21 Unrealized +0.8%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $54 (+50.9%) Shares 1,132 (+41.1%) Est. Cost $43.49 Unrealized +1.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $39 (+84.8%) Shares 228 (+28.8%) Est. Cost $97.24 Unrealized +55.8%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $51 (+50.2%) Shares 593 (+43.6%) Est. Cost $79.89 Unrealized +5.4%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $21 (+446.7%) Shares 137 (+470.8%) Est. Cost $153.74 Unrealized -3.2%
KEY KEYCORP COM 0.0%
Value ($000) $37 (+85.7%) Shares 1,791 (+68.2%) Est. Cost $18.30 Unrealized +1.0%
G GENPACT LIMITED SHS 0.0%
Value ($000) $44 (+61.9%) Shares 947 (+45.0%) Est. Cost $43.64 Unrealized -0.9%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $60 (+37.5%) Shares 822 (+36.5%) Est. Cost $73.83 Unrealized -4.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $51 (+46.6%) Shares 246 (+11.8%) Est. Cost $157.19 Unrealized +19.4%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $114 (+16.4%) Shares 1,145 (+24.3%) Est. Cost $104.43 Unrealized -3.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $322 (+5.3%) Shares 3,239 (+6.5%) Est. Cost $90.22 Unrealized +9.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $187 (+9.1%) Shares 978 (+6.5%) Est. Cost $186.70 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $261 (+6.3%) Shares 10,862 (+2.9%) Est. Cost $19.65 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $223 (+7.4%) Shares 3,323 (+8.3%) Est. Cost $50.72 Unrealized +27.3%
COO COOPER COS INC COM 0.0%
Value ($000) $59 (+34.3%) Shares 719 (+12.3%) Est. Cost $71.27 Unrealized +5.0%
BA BOEING CO COM 0.0%
Value ($000) $311 (+5.1%) Shares 1,431 (+4.5%) Est. Cost $194.70 Unrealized +5.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $17 (+640.8%) Shares 988 (+637.3%) Est. Cost $16.36 Unrealized -0.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $119 (+14.2%) Shares 1,424 (+19.4%) Est. Cost $91.97 Unrealized -7.3%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $59 (+33.2%) Shares 347 (+3.3%) Est. Cost $121.00 Unrealized +26.7%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $31 (+86.9%) Shares 952 (+65.6%) Est. Cost $29.80 Unrealized -1.5%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $926 (+1.6%) Shares 1,888 (+1.8%) Est. Cost $300.13 Unrealized +57.9%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value ($000) $144 (+10.8%) Shares 6,474 (+69.0%) Est. Cost $28.61 Unrealized +8.3%
F FORD MTR CO COM 0.0%
Value ($000) $106 (+15.0%) Shares 8,084 (+4.9%) Est. Cost $11.40 Unrealized +12.6%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $356 (-3.7%) Shares 914 (+4.3%) Est. Cost $190.57 Unrealized +117.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $336 (+4.3%) Shares 2,915 (+1.7%) Est. Cost $82.62 Unrealized +42.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $141 (+10.6%) Shares 1,601 (+4.0%) Est. Cost $78.85 Unrealized +6.4%
TKR TIMKEN CO COM 0.0%
Value ($000) $81 (+19.6%) Shares 958 (+6.9%) Est. Cost $77.29 Unrealized +2.9%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $214 (-5.8%) Shares 1,163 (+4.1%) Est. Cost $164.59 Unrealized +22.6%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $18 (+274.1%) Shares 426 (+273.7%) Est. Cost $43.18 Unrealized -5.5%
BX BLACKSTONE INC COM 0.0%
Value ($000) $275 (-4.6%) Shares 1,782 (+5.8%) Est. Cost $124.93 Unrealized +21.2%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $167 (+8.5%) Shares 247 (+2.5%) Est. Cost $608.77 Unrealized +11.9%
INTU INTUIT COM 0.1%
Value ($000) $1,499 (-0.8%) Shares 2,263 (+2.2%) Est. Cost $587.67 Unrealized +12.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $41 (+42.2%) Shares 310 (+3.0%) Est. Cost $99.70 Unrealized +17.7%
SRE SEMPRA COM 0.0%
Value ($000) $117 (+11.3%) Shares 1,330 (+13.5%) Est. Cost $81.09 Unrealized +11.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $129 (+10.2%) Shares 2,619 (+2.4%) Est. Cost $44.37 Unrealized +3.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $137 (+9.5%) Shares 1,052 (+16.9%) Est. Cost $139.04 Unrealized -4.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $128 (+10.2%) Shares 790 (+9.0%) Est. Cost $176.36 Unrealized -12.1%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $24 (+95.0%) Shares 133 (+107.8%) Est. Cost $185.26 Unrealized -3.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $109 (+11.7%) Shares 2,383 (+4.0%) Est. Cost $36.22 Unrealized +12.7%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $82 (+15.9%) Shares 290 (+4.7%) Est. Cost $243.20 Unrealized +8.2%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $18 (+157.0%) Shares 1,306 (+134.5%) Est. Cost $13.55 Unrealized -0.9%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $13 (+732.3%) Shares 44 (+633.3%) Est. Cost $271.33 Unrealized -0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $39 (+39.7%) Shares 708 (+24.0%) Est. Cost $49.69 Unrealized +4.4%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $81 (+15.9%) Shares 1,820 (+2.6%) Est. Cost $36.67 Unrealized +15.1%
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $161 (+7.4%) Shares 5,495 (+4.3%) Est. Cost $27.29 Unrealized +2.9%
AON AON PLC SHS CL A 0.0%
Value ($000) $28 (+64.2%) Shares 78 (+66.0%) Est. Cost $356.59 Unrealized -2.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $42 (+33.8%) Shares 3,394 (+6.4%) Est. Cost $9.63 Unrealized +11.3%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $29 (+58.6%) Shares 261 (+52.6%) Est. Cost $103.09 Unrealized +7.3%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $26 (+67.7%) Shares 819 (+73.9%) Est. Cost $32.78 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,186 (+0.5%) Shares 9,569 (+1.8%) Est. Cost $125.31 Unrealized +81.6%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $25 (+74.7%) Shares 1,430 (+78.1%) Est. Cost $18.54 Unrealized -4.9%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $72 (+16.9%) Shares 1,115 (+21.3%) Est. Cost $64.40 Unrealized +3.8%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $31 (+49.8%) Shares 630 (+155.1%) Est. Cost $65.74 Unrealized -11.8%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $48 (+26.6%) Shares 108 (+10.2%) Est. Cost $392.45 Unrealized +7.9%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $22 (+80.9%) Shares 84 (+52.7%) Est. Cost $212.75 Unrealized +18.5%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $25 (+64.1%) Shares 204 (+25.9%) Est. Cost $107.04 Unrealized +0.1%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $35 (+39.5%) Shares 37 (+23.3%) Est. Cost $723.63 Unrealized +27.6%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $63 (+18.4%) Shares 2,309 (+42.1%) Est. Cost $30.33 Unrealized -5.9%
UDR UDR INC COM 0.0%
Value ($000) $26 (+58.1%) Shares 719 (+60.9%) Est. Cost $37.38 Unrealized -5.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $14 (+193.4%) Shares 617 (+239.0%) Est. Cost $23.84 Unrealized -5.7%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $213 (-4.3%) Shares 1,420 (+4.3%) Est. Cost $146.74 Unrealized +4.2%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $47 (+25.3%) Shares 215 (+17.5%) Est. Cost $185.79 Unrealized +18.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $37 (+34.7%) Shares 886 (+4.0%) Est. Cost $32.52 Unrealized +7.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $12 (+322.9%) Shares 362 (+320.9%) Est. Cost $34.42 Unrealized -1.7%
LINE LINEAGE INC COM 0.0%
Value ($000) $10 (+1402.3%) Shares 282 (+1558.8%) Est. Cost $35.22 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $19 (+90.5%) Shares 186 (+116.3%) Est. Cost $113.68 Unrealized -4.8%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $12 (+334.2%) Shares 170 (+198.2%) Est. Cost $53.31 Unrealized +7.5%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $389 (-2.3%) Shares 2,969 (+8.7%) Est. Cost $105.09 Unrealized +31.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $46 (+24.7%) Shares 683 (+36.9%) Est. Cost $69.95 Unrealized -3.6%
FMC FMC CORP COM NEW 0.0%
Value ($000) $13 (+242.2%) Shares 921 (+729.7%) Est. Cost $21.27 Unrealized -10.9%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $39 (+30.2%) Shares 438 (+31.5%) Est. Cost $88.90 Unrealized +0.4%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $98 (+10.0%) Shares 1,096 (+3.6%) Est. Cost $83.21 Unrealized +3.6%
DAYFORCE INC COM 0.0%
Value ($000) $43 (+26.3%) Shares 619 (+25.8%) Est. Cost $63.59 Unrealized +8.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $120 (+8.0%) Shares 1,119 (+7.4%) Est. Cost $106.53 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $88 (+11.2%) Shares 437 (+9.3%) Est. Cost $193.40 Unrealized -1.7%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $75 (-10.5%) Shares 270 (+3.8%) Est. Cost $330.15 Unrealized -14.7%
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $20 (+81.2%) Shares 650 (+18.6%) Est. Cost $21.48 Unrealized +14.3%
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $33 (+35.4%) Shares 1,248 (+8.0%) Est. Cost $24.39 Unrealized -3.2%
KEX KIRBY CORP COM 0.0%
Value ($000) $16 (+119.5%) Shares 143 (+66.3%) Est. Cost $100.94 Unrealized +0.7%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $19 (+84.8%) Shares 118 (+51.3%) Est. Cost $118.89 Unrealized +19.5%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $42 (+25.7%) Shares 228 (+2.7%) Est. Cost $165.06 Unrealized +0.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $55 (+18.0%) Shares 1,238 (+20.8%) Est. Cost $42.73 Unrealized +7.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $34 (+32.5%) Shares 55 (+34.1%) Est. Cost $601.46 Unrealized +3.3%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $48 (+21.3%) Shares 548 (+23.1%) Est. Cost $86.31 Unrealized -1.2%
EVRG EVERGY INC COM 0.0%
Value ($000) $238 (-3.4%) Shares 3,288 (+1.3%) Est. Cost $54.72 Unrealized +37.9%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $55 (+17.3%) Shares 697 (+8.1%) Est. Cost $73.55 Unrealized +4.1%
DVA DAVITA INC COM 0.0%
Value ($000) $61 (-11.7%) Shares 537 (+3.3%) Est. Cost $136.81 Unrealized -11.1%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $88 (+10.1%) Shares 733 (+1.1%) Est. Cost $106.94 Unrealized +7.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $77 (+11.6%) Shares 345 (+25.5%) Est. Cost $263.73 Unrealized -14.6%
VTR VENTAS INC COM 0.0%
Value ($000) $47 (+20.4%) Shares 609 (+8.9%) Est. Cost $67.04 Unrealized +11.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $48 (+19.5%) Shares 430 (+3.1%) Est. Cost $96.32 Unrealized +4.9%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $12 (+197.0%) Shares 55 (+189.5%) Est. Cost $212.82 Unrealized
ATI ATI INC COM 0.0%
Value ($000) $8 (+4757.7%) Shares 69 (+3350.0%) Est. Cost $96.98 Unrealized +0.5%
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $13 (+150.4%) Shares 29 (+163.6%) Est. Cost $477.00 Unrealized -2.8%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $16 (+91.8%) Shares 233 (+102.6%) Est. Cost $69.73 Unrealized -0.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $57 (+15.7%) Shares 852 (+14.7%) Est. Cost $71.31 Unrealized -8.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $46 (-14.3%) Shares 542 (+1.5%) Est. Cost $104.90 Unrealized -15.6%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $20 (+60.8%) Shares 456 (+51.5%) Est. Cost $40.59 Unrealized +1.9%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $26 (+40.8%) Shares 406 (+58.6%) Est. Cost $70.35 Unrealized -5.4%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $22 (-25.7%) Shares 518 (+3.2%) Est. Cost $54.35 Unrealized +8.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $171 (+4.6%) Shares 2,011 (+3.4%) Est. Cost $73.96 Unrealized +18.3%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $16 (+84.9%) Shares 130 (+91.2%) Est. Cost $131.35 Unrealized -3.6%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $30 (+32.8%) Shares 262 (+17.0%) Est. Cost $93.74 Unrealized +14.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $80 (-8.4%) Shares 1,091 (+2.3%) Est. Cost $78.77 Unrealized -4.2%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $42 (+21.4%) Shares 259 (+7.5%) Est. Cost $143.86 Unrealized +6.4%
NOV NOV INC COM 0.0%
Value ($000) $26 (+39.0%) Shares 1,662 (+17.9%) Est. Cost $13.21 Unrealized +12.3%
WEX WEX INC COM 0.0%
Value ($000) $35 (+25.9%) Shares 237 (+33.1%) Est. Cost $161.74 Unrealized -6.8%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $35 (+25.8%) Shares 206 (+19.1%) Est. Cost $165.89 Unrealized -0.6%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $10 (+230.5%) Shares 168 (+300.0%) Est. Cost $69.10 Unrealized -6.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $428 (+1.7%) Shares 11,556 (+7.7%) Est. Cost $58.76 Unrealized -38.4%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $34 (+25.9%) Shares 140 (+23.9%) Est. Cost $234.70 Unrealized +0.9%
ETSY ETSY INC COM 0.0%
Value ($000) $13 (+122.0%) Shares 226 (+165.9%) Est. Cost $60.53 Unrealized +0.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $96 (+7.7%) Shares 468 (+6.4%) Est. Cost $167.43 Unrealized +20.5%
AORT ARTIVION INC COM 0.0%
Value ($000) $26 (+34.7%) Shares 579 (+25.1%) Est. Cost $39.06 Unrealized +14.0%
HAS HASBRO INC COM 0.0%
Value ($000) $21 (+47.1%) Shares 253 (+36.0%) Est. Cost $76.90 Unrealized +1.5%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $13 (+109.5%) Shares 170 (+109.9%) Est. Cost $70.87 Unrealized -1.4%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $31 (+27.2%) Shares 537 (+14.3%) Est. Cost $52.21 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $65 (+11.2%) Shares 225 (+12.5%) Est. Cost $293.35 Unrealized
MKSI MKS INC. COM 0.0%
Value ($000) $15 (+79.9%) Shares 92 (+39.4%) Est. Cost $118.15 Unrealized +25.4%
AVTR AVANTOR INC COM 0.0%
Value ($000) $7 (+688.2%) Shares 652 (+757.9%) Est. Cost $12.38 Unrealized -0.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $353 (-1.8%) Shares 1,203 (+2.1%) Est. Cost $208.70 Unrealized +38.2%
POOL POOL CORP COM 0.0%
Value ($000) $13 (+99.6%) Shares 57 (+171.4%) Est. Cost $278.56 Unrealized -6.9%
CSX CSX CORP COM 0.0%
Value ($000) $216 (+3.1%) Shares 5,950 (+1.0%) Est. Cost $33.95 Unrealized +5.2%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $43 (+17.6%) Shares 1,647 (+2.7%) Est. Cost $20.59 Unrealized +18.2%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $24 (+36.7%) Shares 848 (+46.5%) Est. Cost $29.58 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $16 (+68.9%) Shares 39 (+62.5%) Est. Cost $390.42 Unrealized -1.8%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $16 (+69.2%) Shares 91 (+23.0%) Est. Cost $136.97 Unrealized +15.9%
POST POST HLDGS INC COM 0.0%
Value ($000) $16 (+64.3%) Shares 164 (+78.3%) Est. Cost $105.63 Unrealized -2.0%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $71 (+9.9%) Shares 830 (+11.4%) Est. Cost $83.52 Unrealized -1.5%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $69 (+10.1%) Shares 609 (+39.4%) Est. Cost $114.98 Unrealized +13.1%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $39 (+19.4%) Shares 416 (+28.0%) Est. Cost $100.53 Unrealized -8.5%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $140 (-4.3%) Shares 3,080 (+2.4%) Est. Cost $43.91 Unrealized +7.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $25 (+32.8%) Shares 661 (+34.3%) Est. Cost $37.80 Unrealized +2.8%
NDSN NORDSON CORP COM 0.0%
Value ($000) $38 (+19.5%) Shares 159 (+12.8%) Est. Cost $220.76 Unrealized +6.1%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $96 (+7.0%) Shares 518 (+6.8%) Est. Cost $188.06 Unrealized -1.4%
INCY INCYTE CORP COM 0.0%
Value ($000) $36 (+20.7%) Shares 367 (+3.7%) Est. Cost $79.67 Unrealized +21.4%
L LOEWS CORP COM 0.0%
Value ($000) $69 (+9.8%) Shares 655 (+4.6%) Est. Cost $94.83 Unrealized +8.9%
HCI HCI GROUP INC COM 0.0%
Value ($000) $31 (+24.8%) Shares 160 (+25.0%) Est. Cost $164.36 Unrealized +14.6%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $35 (+20.8%) Shares 1,062 (+2.6%) Est. Cost $29.69 Unrealized +11.2%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $371 (-1.6%) Shares 5,994 (+3.9%) Est. Cost $35.95 Unrealized +57.7%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $71 (+9.2%) Shares 2,802 (+7.2%) Est. Cost $24.59 Unrealized -0.5%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $14 (+78.9%) Shares 72 (+46.9%) Est. Cost $148.22 Unrealized +9.7%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $8 (+369.4%) Shares 2,043 (+561.2%) Est. Cost $4.22 Unrealized -5.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $197 (+3.0%) Shares 866 (+11.7%) Est. Cost $169.93 Unrealized +25.0%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $7 (+380.6%) Shares 161 (+292.7%) Est. Cost $42.23 Unrealized -3.1%
RH RH COM 0.0%
Value ($000) $6 (+2812.3%) Shares 33 (+3200.0%) Est. Cost $172.41 Unrealized -0.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $125 (-4.4%) Shares 560 (+2.0%) Est. Cost $246.85 Unrealized -7.9%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $25 (+28.9%) Shares 324 (+44.6%) Est. Cost $83.40 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $58 (+10.7%) Shares 2,117 (+38.5%) Est. Cost $35.02 Unrealized -18.5%
CRH CRH PLC ORD 0.0%
Value ($000) $16 (+53.7%) Shares 127 (+47.7%) Est. Cost $109.97 Unrealized +8.3%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $11 (+102.7%) Shares 125 (+33.0%) Est. Cost $62.13 Unrealized +22.2%
RLI RLI CORP COM 0.0%
Value ($000) $31 (+21.1%) Shares 485 (+23.4%) Est. Cost $64.53 Unrealized -4.7%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $29 (+22.2%) Shares 674 (+20.6%) Est. Cost $44.65 Unrealized -7.8%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $25 (+26.5%) Shares 366 (+12.3%) Est. Cost $58.37 Unrealized +13.9%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $34 (-13.7%) Shares 1,007 (+5.1%) Est. Cost $40.18 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $30 (+21.9%) Shares 666 (+16.0%) Est. Cost $42.51 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $30 (+20.4%) Shares 54 (+10.2%) Est. Cost $448.74 Unrealized +26.5%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $25 (+25.9%) Shares 858 (+4.0%) Est. Cost $24.39 Unrealized +4.8%
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $5 (+1243.0%) Shares 65 (+1200.0%) Est. Cost $79.64 Unrealized +0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $125 (+4.2%) Shares 1,353 (+5.0%) Est. Cost $87.47 Unrealized +8.1%
NNN NNN REIT INC COM 0.0%
Value ($000) $56 (+9.9%) Shares 1,408 (+18.1%) Est. Cost $42.12 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $59 (+9.3%) Shares 1,686 (+16.0%) Est. Cost $35.48 Unrealized +1.0%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $8 (+144.1%) Shares 312 (+231.9%) Est. Cost $35.30 Unrealized -12.1%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $44 (+12.7%) Shares 425 (+13.0%) Est. Cost $102.74 Unrealized -0.5%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $159 (+3.1%) Shares 2,129 (+3.6%) Est. Cost $72.95 Unrealized -0.5%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $47 (+11.3%) Shares 2,428 (+1.5%) Est. Cost $16.51 Unrealized +18.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $76 (-5.7%) Shares 1,027 (+2.9%) Est. Cost $71.54 Unrealized +9.4%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $66 (+7.4%) Shares 637 (+14.4%) Est. Cost $106.51 Unrealized +0.2%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $19 (+31.7%) Shares 681 (+39.0%) Est. Cost $29.48 Unrealized -6.2%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $183 (+2.5%) Shares 781 (+1.6%) Est. Cost $236.63 Unrealized -3.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $132 (+3.6%) Shares 810 (+8.4%) Est. Cost $149.45 Unrealized +13.0%
HAYW HAYWARD HLDGS INC COM 0.0%
Value ($000) $27 (+20.2%) Shares 1,721 (+17.6%) Est. Cost $15.39 Unrealized +2.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $16 (+38.7%) Shares 1,062 (+80.3%) Est. Cost $19.38 Unrealized -15.2%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $69 (+6.8%) Shares 167 (+10.6%) Est. Cost $447.43 Unrealized -7.1%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $27 (+20.0%) Shares 339 (+25.1%) Est. Cost $81.20 Unrealized -1.9%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $11 (+61.9%) Shares 70 (+32.1%) Est. Cost $130.01 Unrealized +20.5%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $51 (+9.3%) Shares 432 (+2.9%) Est. Cost $105.66 Unrealized +5.3%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $35 (+14.4%) Shares 213 (+6.5%) Est. Cost $135.77 Unrealized +27.8%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $7 (+138.8%) Shares 69 (+146.4%) Est. Cost $115.95 Unrealized -7.4%
DOW DOW INC COM 0.0%
Value ($000) $39 (+12.4%) Shares 1,656 (+10.3%) Est. Cost $24.17 Unrealized -5.8%
ROL ROLLINS INC COM 0.0%
Value ($000) $54 (+8.4%) Shares 907 (+6.1%) Est. Cost $56.73 Unrealized +3.4%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $49 (-7.8%) Shares 239 (+3.9%) Est. Cost $226.02 Unrealized -2.4%
BIIB BIOGEN INC COM 0.0%
Value ($000) $16 (+36.4%) Shares 89 (+8.5%) Est. Cost $137.39 Unrealized +18.9%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $5 (+294.3%) Shares 92 (+318.2%) Est. Cost $57.53 Unrealized -2.2%
KVUE KENVUE INC COM 0.0%
Value ($000) $10 (+66.5%) Shares 589 (+56.6%) Est. Cost $18.69 Unrealized -13.0%
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value ($000) $11 (+57.8%) Shares 502 (+48.1%) Est. Cost $20.54 Unrealized -0.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $44 (+9.9%) Shares 870 (+19.8%) Est. Cost $54.73 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $17 (+30.8%) Shares 1,246 (+20.2%) Est. Cost $10.87 Unrealized +16.2%
MAN MANPOWERGROUP INC WIS COM 0.0%
Value ($000) $15 (+34.1%) Shares 506 (+70.9%) Est. Cost $37.08 Unrealized -15.7%
DCI DONALDSON INC COM 0.0%
Value ($000) $20 (+23.1%) Shares 226 (+13.6%) Est. Cost $76.21 Unrealized +13.4%
INSM INSMED INC COM PAR $.01 0.0%
Value ($000) $7 (+99.9%) Shares 43 (+65.4%) Est. Cost $146.22 Unrealized +24.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $160 (+2.4%) Shares 476 (+3.7%) Est. Cost $314.73 Unrealized +8.3%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $22 (+20.5%) Shares 1,870 (+9.4%) Est. Cost $10.09 Unrealized +10.0%
RDDT REDDIT INC CL A 0.0%
Value ($000) $15 (+31.3%) Shares 67 (+31.4%) Est. Cost $205.57 Unrealized +2.3%
MASI MASIMO CORP COM 0.0%
Value ($000) $5 (+414.4%) Shares 35 (+483.3%) Est. Cost $144.60 Unrealized -1.0%
BIRK BIRKENSTOCK HOLDING PLC COM SHS 0.0%
Value ($000) $4 (+538.4%) Shares 106 (+606.7%) Est. Cost $43.28 Unrealized -2.2%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $14 (+33.8%) Shares 569 (+9.2%) Est. Cost $20.31 Unrealized +13.9%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $338 (+1.0%) Shares 501 (+7.7%) Est. Cost $473.28 Unrealized +33.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $267 (-1.3%) Shares 2,067 (+4.1%) Est. Cost $91.81 Unrealized +46.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $770 (-0.4%) Shares 5,049 (+1.4%) Est. Cost $134.89 Unrealized +12.2%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $7 (+86.8%) Shares 636 (+92.1%) Est. Cost $11.03 Unrealized +0.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $200 (-1.6%) Shares 959 (+1.5%) Est. Cost $200.26 Unrealized +1.9%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $72 (-4.3%) Shares 611 (+1.2%) Est. Cost $111.50 Unrealized +10.4%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $19 (+20.3%) Shares 617 (+9.4%) Est. Cost $24.96 Unrealized +18.6%
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $4 (+339.6%) Shares 186 (+332.6%) Est. Cost $21.69 Unrealized -0.6%
QLYS QUALYS INC COM 0.0%
Value ($000) $7 (+89.7%) Shares 51 (+88.9%) Est. Cost $136.52 Unrealized +0.8%
ENS ENERSYS COM 0.0%
Value ($000) $13 (+33.0%) Shares 87 (+2.4%) Est. Cost $98.79 Unrealized +35.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $99 (+3.2%) Shares 311 (+6.1%) Est. Cost $375.07 Unrealized -14.0%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $58 (-5.0%) Shares 1,933 (+6.9%) Est. Cost $33.37 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $56 (-5.1%) Shares 1,076 (+3.0%) Est. Cost $58.54 Unrealized -8.7%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $72 (+4.4%) Shares 392 (+3.7%) Est. Cost $170.21 Unrealized +5.2%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $4 (+455.2%) Shares 91 (+468.8%) Est. Cost $39.95 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $7 (+79.2%) Shares 138 (+64.3%) Est. Cost $43.28 Unrealized +8.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $74 (+3.9%) Shares 441 (+5.8%) Est. Cost $160.71 Unrealized +7.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $206 (+1.4%) Shares 2,593 (+7.3%) Est. Cost $66.45 Unrealized +24.8%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $29 (+10.7%) Shares 339 (+14.1%) Est. Cost $83.36 Unrealized -3.3%
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $391 (+0.7%) Shares 15,651 (+1.4%) Est. Cost $21.95 Unrealized +18.1%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $3 (+501.1%) Shares 73 (+563.6%) Est. Cost $43.97 Unrealized -0.9%
WY WEYERHAEUSER CO COM NEW 0.0%
Value ($000) $9 (+43.4%) Shares 369 (+50.0%) Est. Cost $24.46 Unrealized -6.0%
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $4 (+307.7%) Shares 92 (+300.0%) Est. Cost $37.89 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $54 (+5.1%) Shares 240 (+56.9%) Est. Cost $324.17 Unrealized -8.1%
GRAL GRAIL INC COM 0.0%
Value ($000) $4 (+135.3%) Shares 52 (+62.5%) Est. Cost $56.74 Unrealized +52.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $11 (+29.6%) Shares 117 (+30.0%) Est. Cost $94.62 Unrealized
CNX CNX RES CORP COM 0.0%
Value ($000) $3 (+459.0%) Shares 83 (+388.2%) Est. Cost $34.75 Unrealized +3.0%
SHC SOTERA HEALTH CO COM 0.0%
Value ($000) $7 (+57.8%) Shares 384 (+40.7%) Est. Cost $14.76 Unrealized +12.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $9 (+38.2%) Shares 411 (+23.8%) Est. Cost $18.45 Unrealized +14.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $36 (+7.1%) Shares 221 (+3.8%) Est. Cost $150.63 Unrealized +7.0%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $48 (-4.7%) Shares 193 (+9.0%) Est. Cost $266.64 Unrealized -0.6%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $5 (+96.4%) Shares 135 (+46.7%) Est. Cost $31.62 Unrealized +12.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $174 (-1.3%) Shares 2,969 (+3.0%) Est. Cost $58.35 Unrealized +2.4%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $35 (+7.2%) Shares 245 (+6.1%) Est. Cost $136.03 Unrealized +6.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $65 (+3.7%) Shares 527 (+16.9%) Est. Cost $131.86 Unrealized -2.4%
RAL RALLIANT CORP COM 0.0%
Value ($000) $11 (+25.5%) Shares 221 (+7.8%) Est. Cost $44.64 Unrealized +5.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $24 (+10.7%) Shares 93 (+13.4%) Est. Cost $250.93 Unrealized +1.5%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $7 (+46.1%) Shares 172 (+24.6%) Est. Cost $32.97 Unrealized +17.0%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $14 (+19.9%) Shares 184 (+19.5%) Est. Cost $73.36 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $3 (+200.3%) Shares 37 (+208.3%) Est. Cost $94.61 Unrealized -3.2%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $17 (+14.7%) Shares 392 (+4.0%) Est. Cost $37.22 Unrealized +9.5%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $9 (+33.3%) Shares 493 (+43.3%) Est. Cost $18.96 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $2 (+1327.1%) Shares 221 (+1200.0%) Est. Cost $10.65 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $32 (+7.2%) Shares 253 (+11.9%) Est. Cost $124.50 Unrealized +4.5%
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $10 (+27.9%) Shares 61 (+32.6%) Est. Cost $175.96 Unrealized -4.1%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $32 (-6.1%) Shares 378 (+3.0%) Est. Cost $84.95 Unrealized +2.1%
NI NISOURCE INC COM 0.0%
Value ($000) $38 (+5.7%) Shares 904 (+9.6%) Est. Cost $41.18 Unrealized +3.5%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $13 (+17.8%) Shares 2,668 (+19.5%) Est. Cost $5.06 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $24 (+9.0%) Shares 84 (+7.7%) Est. Cost $372.60 Unrealized -24.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $11 (+21.3%) Shares 227 (+20.7%) Est. Cost $50.11 Unrealized
WMG WARNER MUSIC GROUP CORP COM CL A 0.0%
Value ($000) $3 (+162.6%) Shares 105 (+191.7%) Est. Cost $30.63 Unrealized -1.3%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $25 (+8.7%) Shares 299 (+12.4%) Est. Cost $87.58 Unrealized -6.7%
EFX EQUIFAX INC COM 0.0%
Value ($000) $10 (+23.0%) Shares 48 (+45.5%) Est. Cost $240.49 Unrealized -9.1%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $5 (+60.6%) Shares 29 (+52.6%) Est. Cost $172.32 Unrealized
LAZ LAZARD INC COM 0.0%
Value ($000) $4 (+82.0%) Shares 89 (+97.8%) Est. Cost $51.94 Unrealized -3.9%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $12 (+18.0%) Shares 48 (+20.0%) Est. Cost $260.19 Unrealized -1.9%
KSS KOHLS CORP COM 0.0%
Value ($000) $7 (+35.5%) Shares 350 (+2.0%) Est. Cost $13.44 Unrealized +39.4%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $29 (-6.0%) Shares 557 (+7.3%) Est. Cost $57.87 Unrealized -10.0%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $88 (+2.2%) Shares 610 (+100.0%) Est. Cost $212.91 Unrealized
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $39 (+4.9%) Shares 320 (+32.8%) Est. Cost $141.36 Unrealized -4.5%
CADE CADENCE BANK COM 0.0%
Value ($000) $9 (+25.3%) Shares 213 (+9.8%) Est. Cost $35.94 Unrealized +9.7%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $7 (+34.7%) Shares 319 (+21.8%) Est. Cost $20.59 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $4 (+94.2%) Shares 136 (+103.0%) Est. Cost $28.42 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $5 (+55.7%) Shares 50 (+66.7%) Est. Cost $109.83 Unrealized -8.2%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $4 (+76.9%) Shares 108 (+71.4%) Est. Cost $37.27 Unrealized -0.1%
STAG STAG INDUSTRIAL INC COM 0.0%
Value ($000) $11 (+18.7%) Shares 311 (+13.9%) Est. Cost $35.47 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $4 (+98.9%) Shares 56 (+80.6%) Est. Cost $58.02 Unrealized +8.3%
AEE AMEREN CORP COM 0.0%
Value ($000) $60 (-2.8%) Shares 602 (+1.7%) Est. Cost $98.63 Unrealized +3.4%
KRG KITE REALTY GROUP TRUST COM NEW 0.0%
Value ($000) $7 (+30.9%) Shares 308 (+21.7%) Est. Cost $22.60 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $5 (+49.7%) Shares 76 (+40.7%) Est. Cost $66.69 Unrealized +3.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $64 (+2.7%) Shares 510 (+15.6%) Est. Cost $130.74 Unrealized +7.7%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 (+239.5%) Shares 75 (+275.0%) Est. Cost $33.66 Unrealized -3.8%
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value ($000) $2 (+235.7%) Shares 128 (+276.5%) Est. Cost $21.65 Unrealized -6.9%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $3 (+170.6%) Shares 198 (+235.6%) Est. Cost $14.86 Unrealized -8.2%
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $5 (+40.9%) Shares 381 (+125.4%) Est. Cost $20.12 Unrealized -17.1%
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $17 (+9.6%) Shares 232 (+14.3%) Est. Cost $80.89 Unrealized -12.5%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $10 (+17.8%) Shares 284 (+20.9%) Est. Cost $35.66 Unrealized -0.2%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $15 (+11.3%) Shares 49 (+6.5%) Est. Cost $317.03 Unrealized -8.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $18 (+9.1%) Shares 142 (+13.6%) Est. Cost $128.73 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.0%
Value ($000) $47 (+3.1%) Shares 2,945 (+3.3%) Est. Cost $16.13 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 (+22.2%) Shares 99 (+1.0%) Est. Cost $49.09 Unrealized +53.4%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $37 (-3.6%) Shares 94 (+10.6%) Est. Cost $410.59 Unrealized +7.8%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $26 (-4.8%) Shares 997 (+5.4%) Est. Cost $32.10 Unrealized -14.3%
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $12 (+11.7%) Shares 178 (+7.2%) Est. Cost $65.52 Unrealized -0.1%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $8 (+20.2%) Shares 161 (+17.5%) Est. Cost $46.02 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $10 (+14.7%) Shares 90 (+34.3%) Est. Cost $129.64 Unrealized -7.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $2 (+267.2%) Shares 19 (+280.0%) Est. Cost $94.54 Unrealized -2.9%
TIGO MILLICOM INTL CELLULAR S A COM STK 0.0%
Value ($000) $1 (+849.3%) Shares 25 (+733.3%) Est. Cost $49.58 Unrealized +1.6%
EXPO EXPONENT INC COM 0.0%
Value ($000) $1 (+424.8%) Shares 21 (+425.0%) Est. Cost $70.22 Unrealized -0.3%
SNA SNAP ON INC COM 0.0%
Value ($000) $38 (+3.2%) Shares 109 (+3.8%) Est. Cost $324.43 Unrealized +4.9%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET 0.0%
Value ($000) $9 (+14.3%) Shares 246 (+9.3%) Est. Cost $36.52 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $38 (+3.2%) Shares 220 (+6.3%) Est. Cost $168.45 Unrealized +6.4%
VSTS VESTIS CORPORATION COM SHS 0.0%
Value ($000) $1 (+2135.2%) Shares 181 (+1408.3%) Est. Cost $5.78 Unrealized +0.8%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $2 (+88.2%) Shares 33 (+73.7%) Est. Cost $68.95 Unrealized +1.8%
ARMK ARAMARK COM 0.0%
Value ($000) $16 (+7.7%) Shares 432 (+12.2%) Est. Cost $39.93 Unrealized -5.0%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $46 (-2.4%) Shares 658 (+6.6%) Est. Cost $80.96 Unrealized -13.3%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $79 (+1.4%) Shares 1,047 (+7.3%) Est. Cost $85.38 Unrealized -11.7%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $7 (+19.2%) Shares 84 (+16.7%) Est. Cost $78.23 Unrealized +2.4%
LIVN LIVANOVA PLC SHS 0.0%
Value ($000) $2 (+205.3%) Shares 26 (+160.0%) Est. Cost $54.52 Unrealized +4.8%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $7 (+18.3%) Shares 353 (+18.5%) Est. Cost $17.51 Unrealized +2.1%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $1 (+567.2%) Shares 35 (+600.0%) Est. Cost $38.48 Unrealized +0.6%
ZD ZIFF DAVIS INC COM 0.0%
Value ($000) $1 (+686.2%) Shares 34 (+750.0%) Est. Cost $34.88 Unrealized -0.1%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $16 (-6.3%) Shares 97 (+4.3%) Est. Cost $165.20 Unrealized +0.9%
KRC KILROY RLTY CORP COM 0.0%
Value ($000) $19 (-5.0%) Shares 519 (+7.5%) Est. Cost $41.91 Unrealized
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $1 (+1051.1%) Shares 98 (+1125.0%) Est. Cost $11.13 Unrealized -0.1%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $4 (+30.8%) Shares 238 (+22.7%) Est. Cost $16.59 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $118 (+0.8%) Shares 4,225 (+14.3%) Est. Cost $31.68 Unrealized -5.1%
KIM KIMCO REALTY CORP COM 0.0%
Value ($000) $26 (-3.7%) Shares 1,268 (+3.8%) Est. Cost $21.26 Unrealized -3.2%
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $15 (-6.0%) Shares 180 (+3.4%) Est. Cost $92.06 Unrealized -8.2%
RACE FERRARI N V COM 0.0%
Value ($000) $23 (-3.8%) Shares 61 (+24.5%) Est. Cost $463.59 Unrealized -13.7%
IBOC INTERNATIONAL BANCSHARES CORP COM 0.0%
Value ($000) $2 (+67.9%) Shares 33 (+73.7%) Est. Cost $68.06 Unrealized -1.6%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $28 (+3.0%) Shares 2,821 (+1.9%) Est. Cost $9.85 Unrealized
APG API GROUP CORP COM STK 0.0%
Value ($000) $5 (+18.0%) Shares 142 (+6.0%) Est. Cost $35.02 Unrealized +5.6%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $49 (+1.7%) Shares 109 (+17.2%) Est. Cost $548.86 Unrealized -13.2%
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $1 (+430.7%) Shares 8 (+700.0%) Est. Cost $145.64 Unrealized -3.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $16 (-4.8%) Shares 253 (+15.5%) Est. Cost $72.72 Unrealized -4.5%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $2 (+68.6%) Shares 10 (+42.9%) Est. Cost $150.32 Unrealized +13.2%
FHI FEDERATED HERMES INC CL B 0.0%
Value ($000) $2 (+75.4%) Shares 35 (+75.0%) Est. Cost $50.08 Unrealized +0.5%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $3 (+29.6%) Shares 15 (+25.0%) Est. Cost $206.26 Unrealized +12.1%
ASGN ASGN INC COM 0.0%
Value ($000) $2 (+65.4%) Shares 39 (+62.5%) Est. Cost $49.13 Unrealized -6.2%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $15 (-4.5%) Shares 91 (+12.3%) Est. Cost $164.75 Unrealized +1.5%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $2 (-22.9%) Shares 38 (+2.7%) Est. Cost $71.67 Unrealized +3.6%
SAIL SAILPOINT INC COM 0.0%
Value ($000) $1 (+150.5%) Shares 52 (+173.7%) Est. Cost $20.88 Unrealized -0.2%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $4 (+20.0%) Shares 323 (+25.7%) Est. Cost $14.05 Unrealized -21.5%
VAL VALARIS LTD CL A 0.0%
Value ($000) $2 (+36.8%) Shares 45 (+32.4%) Est. Cost $49.97 Unrealized +7.4%
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 (+436.6%) Shares 925 (+756.5%) Est. Cost $1.27 Unrealized -1.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $26 (-2.2%) Shares 315 (+20.2%) Est. Cost $94.39 Unrealized -1.7%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $24 (+2.5%) Shares 901 (+3.4%) Est. Cost $23.87 Unrealized +16.8%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $2 (+32.6%) Shares 14 (+75.0%) Est. Cost $187.29 Unrealized -3.4%
WPC WP CAREY INC COM 0.0%
Value ($000) $51 (-1.0%) Shares 800 (+3.9%) Est. Cost $67.45 Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $1 (+350.3%) Shares 32 (+433.3%) Est. Cost $21.12 Unrealized -3.4%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $34 (+1.6%) Shares 1,477 (+8.4%) Est. Cost $22.22 Unrealized +7.0%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $2 (+48.1%) Shares 225 (+21.0%) Est. Cost $5.50 Unrealized +14.3%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $3 (+18.6%) Shares 101 (+20.2%) Est. Cost $32.36 Unrealized -3.9%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $5 (-8.4%) Shares 354 (+3.8%) Est. Cost $18.89 Unrealized -17.2%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $43 (+1.1%) Shares 571 (+2.9%) Est. Cost $79.38 Unrealized -5.4%
CBT CABOT CORP COM 0.0%
Value ($000) $4 (-10.1%) Shares 65 (+3.2%) Est. Cost $76.83 Unrealized -13.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $49 (-0.9%) Shares 1,283 (+3.1%) Est. Cost $38.15 Unrealized +3.1%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $2 (+22.0%) Shares 68 (+4.6%) Est. Cost $33.42 Unrealized +1.3%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $23 (+1.9%) Shares 877 (+14.3%) Est. Cost $28.54 Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $6 (-5.1%) Shares 208 (+10.6%) Est. Cost $33.31 Unrealized -10.5%
INGM INGRAM MICRO HLDG CORP COM 0.0%
Value ($000) $14 (+2.2%) Shares 677 (+2.9%) Est. Cost $20.33 Unrealized +6.7%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $20 (-1.3%) Shares 262 (+10.5%) Est. Cost $83.95 Unrealized -2.8%
UMBF UMB FINL CORP COM 0.0%
Value ($000) $17 (-1.5%) Shares 149 (+1.4%) Est. Cost $115.23 Unrealized -1.7%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $62 (+0.4%) Shares 478 (+8.6%) Est. Cost $140.17 Unrealized -3.7%
KBR KBR INC COM 0.0%
Value ($000) $9 (+2.7%) Shares 221 (+20.8%) Est. Cost $47.26 Unrealized -9.6%
KPTI KARYOPHARM THERAPEUTICS INC COM NEW 0.0%
Value ($000) $2 (+14.5%) Shares 235 (+1.7%) Est. Cost $5.39 Unrealized +13.4%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $7 (+3.0%) Shares 28 (+3.7%) Est. Cost $249.74 Unrealized -1.1%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $19 (-1.1%) Shares 95 (+1.1%) Est. Cost $177.68 Unrealized +13.7%
GLOBAL INDEMNITY GROUP LLC COM CL A 0.0%
Value ($000) $290 (+0.1%) Shares 10,232 (+2.4%) Est. Cost $25.64 Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value ($000) $1 (+16.6%) Shares 97 (+2.1%) Est. Cost $11.60 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $19 (-0.8%) Shares 198 (+4.2%) Est. Cost $96.51 Unrealized -4.8%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $8 (-1.5%) Shares 137 (+3.0%) Est. Cost $62.08 Unrealized +0.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $86 (+0.1%) Shares 3,593 (+2.4%) Est. Cost $21.92 Unrealized +6.9%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $0 (+100.9%) Shares 7 (+75.0%) Est. Cost $29.13 Unrealized +0.8%
VERU VERU INC COM NEW 0.0%
Value ($000) $1 (+9.2%) Shares 471 (+93.8%) Est. Cost $3.67 Unrealized -18.8%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $2 (+2.9%) Shares 16 (+6.7%) Est. Cost $146.34 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $1 (-3.8%) Shares 12 (+9.1%) Est. Cost $78.86 Unrealized +24.8%
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $20 (+0.2%) Shares 265 (+1.5%) Est. Cost $76.16 Unrealized
TGNA TEGNA INC COM 0.0%
Value ($000) $0 (+13.6%) Shares 13 (+18.2%) Est. Cost $19.17 Unrealized +3.1%
BNT BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB 0.0%
Value ($000) $1 (-2.4%) Shares 16 (+45.5%) Est. Cost $44.67 Unrealized +2.0%
MAS MASCO CORP COM 0.0%
Value ($000) $115 (-0.0%) Shares 1,810 (+10.9%) Est. Cost $69.40 Unrealized -6.7%

Exited Positions (62)

KELLANOVA COM 0.0%
Value ($000) $209 Shares 2,553 Est. Cost $73.74 Unrealized +12.1%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $104 Shares 1,075 Est. Cost $96.97 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $80 Shares 850 Est. Cost $94.30 Unrealized
INFORMATICA INC COM CL A 0.0%
Value ($000) $62 Shares 2,494 Est. Cost $24.84 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $55 Shares 1,980 Est. Cost $25.59 Unrealized +1.5%
ABTC AMERICAN BITCOIN CORP. COM CL A 0.0%
Value ($000) $52 Shares 7,662 Est. Cost $6.68 Unrealized -37.6%
PREMIER INC CL A 0.0%
Value ($000) $36 Shares 1,284 Est. Cost $27.80 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $34 Shares 364 Est. Cost $93.79 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $27 Shares 3,252 Est. Cost $8.97 Unrealized -8.0%
QIAGEN NV COM SHS 0.0%
Value ($000) $16 Shares 372 Est. Cost $44.29 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $15 Shares 199 Est. Cost $74.37 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $14 Shares 763 Est. Cost $18.94 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $9 Shares 1,362 Est. Cost $6.59 Unrealized
DRVN DRIVEN BRANDS HLDGS INC COM 0.0%
Value ($000) $8 Shares 486 Est. Cost $17.42 Unrealized -14.6%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $7 Shares 263 Est. Cost $26.84 Unrealized -8.4%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $7 Shares 484 Est. Cost $13.70 Unrealized -2.9%
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value ($000) $6 Shares 593 Est. Cost $11.45 Unrealized -17.4%
AD ARRAY DIGITAL INFRASTRUCTURE I COM 0.0%
Value ($000) $6 Shares 118 Est. Cost $41.80 Unrealized -2.1%
MR COOPER GROUP INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $210.79 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $58.20 Unrealized
XENWX EATON VANCE NEW YORK MUN BD FD COM 0.0%
Value ($000) $5 Shares 480 Est. Cost $9.86 Unrealized
ALLETE INC COM NEW 0.0%
Value ($000) $5 Shares 69 Est. Cost $66.41 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $4 Shares 159 Est. Cost $25.22 Unrealized -15.6%
LZ LEGALZOOM COM INC COM 0.0%
Value ($000) $3 Shares 262 Est. Cost $9.97 Unrealized -0.6%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $2 Shares 59 Est. Cost $38.63 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $2 Shares 131 Est. Cost $20.88 Unrealized -23.6%
LNWO LIGHT & WONDER INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $91.82 Unrealized -4.0%
AGL AGILON HEALTH INC COM 0.0%
Value ($000) $2 Shares 2,081 Est. Cost $1.51 Unrealized -48.7%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $2 Shares 423 Est. Cost $5.83 Unrealized -20.5%
MMS MAXIMUS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.03 Unrealized +5.5%
UNIT UNITI GROUP LLC COM SHS 0.0%
Value ($000) $2 Shares 301 Est. Cost $7.16 Unrealized -11.5%
GOCO GOHEALTH INC CL A NEW 0.0%
Value ($000) $2 Shares 378 Est. Cost $5.46 Unrealized -37.4%
VIMEO INC COMMON STOCK 0.0%
Value ($000) $1 Shares 183 Est. Cost $7.75 Unrealized
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $1 Shares 469 Est. Cost $2.76 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $224.53 Unrealized -21.2%
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $77.35 Unrealized +1.2%
SMMT SUMMIT THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $24.25 Unrealized -22.4%
FUN SIX FLAGS ENTERTAINMENT CORP COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $26.56 Unrealized -31.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $59.27 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $22.73 Unrealized +1.2%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $1 Shares 55 Est. Cost $13.36 Unrealized -3.9%
MLCI MOUNT LOGAN CAP INC COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $5.02 Unrealized +54.8%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $292.68 Unrealized -23.2%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $70.04 Unrealized +11.7%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $101.25 Unrealized -5.5%
BBBY BED BATH & BEYOND INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $9.09 Unrealized -20.0%
JAMF HLDG CORP COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $10.71 Unrealized
OPTU ALTICE USA INC CL A 0.0%
Value ($000) $0 Shares 121 Est. Cost $2.45 Unrealized -17.0%
PLUR PLURI INC COM NEW 0.0%
Value ($000) $0 Shares 57 Est. Cost $5.02 Unrealized -25.7%
HTZ HERTZ GLOBAL HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost $6.42 Unrealized -15.0%
AS AMER SPORTS INC COM SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.71 Unrealized -9.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $58.45 Unrealized -14.8%
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 83 Est. Cost $2.36 Unrealized -2.0%
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value ($000) $0 Shares 41 Est. Cost $3.99 Unrealized -30.6%
NABL N-ABLE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $8.02 Unrealized -4.8%
CLVT CLARIVATE PLC ORD SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $4.20 Unrealized -15.3%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.76 Unrealized -26.4%
WOLF WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.35 Unrealized -9.5%
SARO STANDARDAERO INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.06 Unrealized -2.9%
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.51 Unrealized +9.6%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.43 Unrealized +12.3%

Decreased Positions (391)

IAU ISHARES GOLD TRUST 2.4%
Value ($000) $33,716 (+7.1%) Shares 415,374 (-4.0%) Est. Cost $35.41 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 9.3%
Value ($000) $128,233 (-0.6%) Shares 1,053,250 (-1.6%) Est. Cost $68.20 Unrealized
GLD SPDR GOLD SHARES 0.5%
Value ($000) $6,706 (+9.5%) Shares 16,920 (-1.8%) Est. Cost $176.23 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $1,609 (-20.6%) Shares 11,230 (-14.9%) Est. Cost $140.41 Unrealized +4.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 2.1%
Value ($000) $28,745 (+1.4%) Shares 525,398 (-1.0%) Est. Cost $44.07 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.2%
Value ($000) $2,509 (-8.8%) Shares 2,910 (-2.1%) Est. Cost $618.02 Unrealized +46.6%
ADBE ADOBE INC COM 0.0%
Value ($000) $535 (-26.1%) Shares 1,529 (-25.5%) Est. Cost $559.23 Unrealized -39.2%
FISV FISERV INC COM 0.0%
Value ($000) $117 (-58.6%) Shares 1,746 (-20.6%) Est. Cost $132.54 Unrealized -36.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $128 (-53.6%) Shares 343 (-54.6%) Est. Cost $365.65 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,067 (-11.6%) Shares 3,232 (-7.6%) Est. Cost $453.23 Unrealized -25.6%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.9%
Value ($000) $12,776 (+1.1%) Shares 91,685 (-1.6%) Est. Cost $96.83 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $601 (-17.5%) Shares 2,960 (-2.8%) Est. Cost $126.48 Unrealized +67.1%
AMT AMERICAN TOWER CORP COM 0.0%
Value ($000) $206 (-33.1%) Shares 1,171 (-26.7%) Est. Cost $209.66 Unrealized -14.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $9 (-91.7%) Shares 144 (-91.5%) Est. Cost $64.02 Unrealized -5.2%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $83 (-54.7%) Shares 662 (-47.3%) Est. Cost $150.53 Unrealized -13.5%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.8%
Value ($000) $10,596 (-0.9%) Shares 99,308 (-2.9%) Est. Cost $68.67 Unrealized
T AT&T INC COM 0.0%
Value ($000) $481 (-15.4%) Shares 19,364 (-3.9%) Est. Cost $18.11 Unrealized +39.6%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $324 (-20.6%) Shares 1,871 (-6.1%) Est. Cost $168.40 Unrealized +8.6%
ACM AECOM COM 0.0%
Value ($000) $155 (-34.8%) Shares 1,627 (-10.8%) Est. Cost $71.70 Unrealized +63.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $156 (-33.0%) Shares 204 (-31.5%) Est. Cost $689.96 Unrealized +13.2%
HPQ HP INC COM 0.0%
Value ($000) $139 (-35.1%) Shares 6,230 (-20.7%) Est. Cost $26.14 Unrealized -3.4%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $57 (-56.5%) Shares 2,940 (-47.5%) Est. Cost $24.57 Unrealized -13.1%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $100 (-41.7%) Shares 467 (-34.7%) Est. Cost $231.22 Unrealized -1.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $110 (-39.1%) Shares 1,882 (-30.1%) Est. Cost $70.32 Unrealized -7.8%
GDDY GODADDY INC CL A 0.0%
Value ($000) $104 (-40.4%) Shares 840 (-34.2%) Est. Cost $119.77 Unrealized +8.0%
CPRT COPART INC COM 0.0%
Value ($000) $226 (-23.7%) Shares 5,765 (-12.3%) Est. Cost $42.50 Unrealized -2.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $80 (-43.8%) Shares 904 (-39.0%) Est. Cost $99.10 Unrealized -8.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $727 (-7.9%) Shares 5,802 (-1.5%) Est. Cost $112.57 Unrealized +13.1%
OKTA OKTA INC CL A 0.0%
Value ($000) $172 (-26.4%) Shares 1,990 (-22.0%) Est. Cost $125.12 Unrealized -30.3%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $305 (-16.6%) Shares 1,876 (-1.2%) Est. Cost $77.69 Unrealized +139.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $727 (-7.7%) Shares 2,067 (-3.0%) Est. Cost $249.48 Unrealized +45.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $2 (-97.2%) Shares 107 (-96.7%) Est. Cost $17.46 Unrealized -0.0%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $324 (-15.1%) Shares 923 (-21.7%) Est. Cost $412.61 Unrealized -18.4%
ZS ZSCALER INC COM 0.0%
Value ($000) $70 (-44.4%) Shares 309 (-25.9%) Est. Cost $285.11 Unrealized -1.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,865 (-1.9%) Shares 14,426 (-3.9%) Est. Cost $130.18 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $55 (-49.5%) Shares 673 (-13.6%) Est. Cost $124.28 Unrealized -14.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $311 (-14.3%) Shares 1,130 (-10.3%) Est. Cost $247.30 Unrealized +12.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $99 (-33.5%) Shares 476 (-12.3%) Est. Cost $575.63 Unrealized -60.9%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $94 (-34.4%) Shares 234 (-23.5%) Est. Cost $503.08 Unrealized -17.7%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $11 (-80.7%) Shares 57 (-77.9%) Est. Cost $227.43 Unrealized -2.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $356 (-11.6%) Shares 8,742 (-4.6%) Est. Cost $38.36 Unrealized +5.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $554 (-7.8%) Shares 1,180 (-3.1%) Est. Cost $352.66 Unrealized +26.0%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $145 (-24.0%) Shares 1,523 (-4.1%) Est. Cost $117.42 Unrealized -4.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $290 (-13.4%) Shares 3,043 (-11.3%) Est. Cost $59.03 Unrealized +66.1%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $30 (-59.2%) Shares 1,077 (-52.7%) Est. Cost $32.06 Unrealized -8.6%
IT GARTNER INC COM 0.0%
Value ($000) $98 (-30.8%) Shares 388 (-27.9%) Est. Cost $327.61 Unrealized -26.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $226 (-16.1%) Shares 914 (-7.3%) Est. Cost $242.28 Unrealized +3.9%
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $143 (-22.7%) Shares 5,552 (-4.7%) Est. Cost $31.82 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $404 (+11.6%) Shares 239 (-1.2%) Est. Cost $622.61 Unrealized +176.5%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $88 (-32.0%) Shares 506 (-25.0%) Est. Cost $184.06 Unrealized -10.7%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.0%
Value ($000) $32 (-54.9%) Shares 2,248 (-21.3%) Est. Cost $22.31 Unrealized -15.2%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $535 (-6.7%) Shares 3,589 (-8.8%) Est. Cost $103.48 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $69 (-35.1%) Shares 284 (-25.3%) Est. Cost $278.13 Unrealized -9.8%
MCK MCKESSON CORP COM 0.1%
Value ($000) $937 (+4.1%) Shares 1,142 (-2.0%) Est. Cost $310.41 Unrealized +162.7%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $173 (-17.1%) Shares 3,990 (-7.3%) Est. Cost $59.22 Unrealized -21.3%
MET METLIFE INC COM 0.0%
Value ($000) $568 (-5.8%) Shares 7,193 (-1.7%) Est. Cost $57.88 Unrealized +36.4%
DASH DOORDASH INC CL A 0.0%
Value ($000) $60 (-35.8%) Shares 266 (-22.9%) Est. Cost $250.83 Unrealized -6.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $217 (-13.2%) Shares 671 (-7.2%) Est. Cost $309.47 Unrealized +8.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $8,583 (+0.4%) Shares 40,804 (-2.8%) Est. Cost $170.71 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $59 (-35.0%) Shares 291 (-21.1%) Est. Cost $229.08 Unrealized -5.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $106 (-22.8%) Shares 277 (-8.0%) Est. Cost $448.33 Unrealized -10.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $245 (-11.2%) Shares 997 (-6.0%) Est. Cost $212.36 Unrealized +16.6%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $26 (-54.3%) Shares 117 (-39.1%) Est. Cost $281.43 Unrealized -5.7%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $89 (-25.7%) Shares 3,406 (-12.6%) Est. Cost $29.56 Unrealized -11.3%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $773 (-3.8%) Shares 3,088 (-1.4%) Est. Cost $160.82 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $101 (-22.9%) Shares 2,017 (-17.8%) Est. Cost $55.69 Unrealized -10.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $94 (-24.2%) Shares 1,661 (-18.3%) Est. Cost $56.92 Unrealized +0.8%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $60 (-33.2%) Shares 751 (-21.3%) Est. Cost $97.18 Unrealized -14.2%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $143 (-16.8%) Shares 924 (-7.0%) Est. Cost $168.66 Unrealized -3.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $148 (-16.3%) Shares 1,401 (-9.1%) Est. Cost $107.11 Unrealized +3.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $179 (-13.8%) Shares 3,379 (-2.7%) Est. Cost $53.43 Unrealized +3.9%
NVR NVR INC COM 0.0%
Value ($000) $109 (-19.9%) Shares 15 (-11.8%) Est. Cost $7950.13 Unrealized -6.0%
NKE NIKE INC CL B 0.0%
Value ($000) $125 (-17.8%) Shares 1,955 (-10.1%) Est. Cost $73.79 Unrealized -12.0%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $16 (-62.4%) Shares 1,328 (-58.5%) Est. Cost $13.45 Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $23 (-53.3%) Shares 564 (-50.3%) Est. Cost $48.36 Unrealized -16.1%
INGR INGREDION INC COM 0.0%
Value ($000) $66 (-28.0%) Shares 603 (-20.2%) Est. Cost $128.89 Unrealized -12.5%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $29 (-47.1%) Shares 621 (-48.7%) Est. Cost $48.53 Unrealized -5.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $12 (-67.4%) Shares 102 (-67.3%) Est. Cost $120.66 Unrealized +0.3%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $48 (-34.5%) Shares 801 (-30.9%) Est. Cost $57.82 Unrealized +3.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $73 (-25.7%) Shares 301 (-9.1%) Est. Cost $319.44 Unrealized -16.3%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $87 (-21.5%) Shares 786 (-13.8%) Est. Cost $125.79 Unrealized -9.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $8,783 (-0.3%) Shares 18,557 (-1.3%) Est. Cost $283.18 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $224 (-9.0%) Shares 1,056 (-1.4%) Est. Cost $145.94 Unrealized +47.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $33 (-40.0%) Shares 1,273 (-25.4%) Est. Cost $36.26 Unrealized -20.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $157 (+16.2%) Shares 1,887 (-6.1%) Est. Cost $71.83 Unrealized +3.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $309 (+7.5%) Shares 2,735 (-1.3%) Est. Cost $87.70 Unrealized +21.5%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $85 (+33.9%) Shares 413 (-1.4%) Est. Cost $164.18 Unrealized +8.6%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $163 (+15.1%) Shares 2,417 (-3.8%) Est. Cost $59.02 Unrealized +3.0%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $86 (-19.9%) Shares 430 (-25.2%) Est. Cost $186.78 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $78 (-20.9%) Shares 135 (-4.9%) Est. Cost $699.24 Unrealized -10.6%
AVT AVNET INC COM 0.0%
Value ($000) $18 (-53.1%) Shares 374 (-49.0%) Est. Cost $53.11 Unrealized -7.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $132 (-13.3%) Shares 701 (-5.3%) Est. Cost $212.83 Unrealized -11.6%
MCW MISTER CAR WASH INC COM 0.0%
Value ($000) $0 (-99.1%) Shares 33 (-99.1%) Est. Cost $5.89 Unrealized -10.7%
HUBB HUBBELL INC COM 0.0%
Value ($000) $93 (-17.7%) Shares 209 (-20.2%) Est. Cost $428.19 Unrealized +2.1%
LII LENNOX INTL INC COM 0.0%
Value ($000) $100 (-16.6%) Shares 206 (-8.8%) Est. Cost $581.04 Unrealized -14.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $280 (-6.6%) Shares 3,213 (-2.4%) Est. Cost $59.00 Unrealized +46.4%
CNH CNH INDL N V SHS 0.0%
Value ($000) $8 (-70.0%) Shares 890 (-64.7%) Est. Cost $12.21 Unrealized -18.2%
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $4 (-82.5%) Shares 384 (-81.5%) Est. Cost $11.08 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $62 (-23.2%) Shares 107 (-24.1%) Est. Cost $562.63 Unrealized -0.5%
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $44 (-29.3%) Shares 10,084 (-1.7%) Est. Cost $4.47 Unrealized +20.3%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $289 (-5.9%) Shares 3,647 (-1.8%) Est. Cost $57.84 Unrealized +36.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $63 (-22.3%) Shares 3,798 (-19.1%) Est. Cost $17.16 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $32 (-36.0%) Shares 1,302 (-31.3%) Est. Cost $26.49 Unrealized -7.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.3%
Value ($000) $4,789 (-0.4%) Shares 61,768 (-1.4%) Est. Cost $68.84 Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $314 (-5.3%) Shares 2,523 (-3.4%) Est. Cost $74.15 Unrealized +58.7%
SNDK SANDISK CORP COM 0.0%
Value ($000) $36 (+93.5%) Shares 150 (-8.5%) Est. Cost $58.39 Unrealized +243.0%
CXT CRANE NXT CO COM 0.0%
Value ($000) $11 (-60.1%) Shares 239 (-43.1%) Est. Cost $59.28 Unrealized -0.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $100 (-14.4%) Shares 1,245 (-11.0%) Est. Cost $82.72 Unrealized -2.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $37 (-31.3%) Shares 755 (-10.2%) Est. Cost $69.01 Unrealized -24.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $224 (-6.9%) Shares 855 (-3.0%) Est. Cost $184.92 Unrealized +43.7%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $9 (-64.3%) Shares 138 (-55.2%) Est. Cost $88.37 Unrealized -19.8%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $52 (-24.2%) Shares 92 (-4.2%) Est. Cost $758.81 Unrealized -18.2%
CDW CDW CORP COM 0.0%
Value ($000) $41 (-28.5%) Shares 301 (-16.4%) Est. Cost $168.81 Unrealized -12.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $73 (-18.2%) Shares 376 (-21.2%) Est. Cost $184.06 Unrealized +3.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $69 (-19.0%) Shares 1,904 (-23.0%) Est. Cost $36.70 Unrealized -7.5%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $94 (-14.7%) Shares 709 (-3.5%) Est. Cost $143.18 Unrealized +2.3%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1 (-92.5%) Shares 13 (-91.9%) Est. Cost $106.99 Unrealized -3.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $107 (+17.6%) Shares 1,163 (-1.9%) Est. Cost $76.71 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $40 (-28.1%) Shares 589 (-29.4%) Est. Cost $69.05 Unrealized -4.5%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $5 (-77.4%) Shares 189 (-67.4%) Est. Cost $33.96 Unrealized -21.2%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $22 (-41.5%) Shares 588 (-34.0%) Est. Cost $41.16 Unrealized -7.0%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $11 (-58.2%) Shares 57 (-54.8%) Est. Cost $212.75 Unrealized -3.1%
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $14 (-52.9%) Shares 327 (-47.6%) Est. Cost $52.36 Unrealized -23.4%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $17 (-46.6%) Shares 453 (-31.1%) Est. Cost $63.45 Unrealized -30.1%
CHWY CHEWY INC CL A 0.0%
Value ($000) $12 (-55.5%) Shares 362 (-45.5%) Est. Cost $38.56 Unrealized -10.0%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $28 (-34.6%) Shares 41 (-21.2%) Est. Cost $765.22 Unrealized -0.6%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $23 (-39.3%) Shares 105 (-35.2%) Est. Cost $266.56 Unrealized -18.8%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $21 (-40.8%) Shares 442 (-22.3%) Est. Cost $68.73 Unrealized -24.6%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $119 (-10.9%) Shares 667 (-2.5%) Est. Cost $190.33 Unrealized -1.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $51 (-22.0%) Shares 277 (-29.2%) Est. Cost $165.15 Unrealized +1.8%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $185 (+8.3%) Shares 1,900 (-1.3%) Est. Cost $92.14 Unrealized -2.6%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $29 (+94.5%) Shares 532 (-2.6%) Est. Cost $22.46 Unrealized +76.8%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $76 (-15.5%) Shares 987 (-9.2%) Est. Cost $83.75 Unrealized -4.1%
HUM HUMANA INC COM 0.0%
Value ($000) $8 (-62.6%) Shares 32 (-62.4%) Est. Cost $261.21 Unrealized +0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $3 (-83.3%) Shares 243 (-81.5%) Est. Cost $14.51 Unrealized -19.1%
GLPI GAMING & LEISURE P COM 0.0%
Value ($000) $17 (-44.2%) Shares 391 (-41.8%) Est. Cost $46.60 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $83 (-14.2%) Shares 2,345 (-8.5%) Est. Cost $35.71 Unrealized +4.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $130 (-9.5%) Shares 2,724 (-3.6%) Est. Cost $52.55 Unrealized -10.1%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $294 (+4.9%) Shares 824 (-2.4%) Est. Cost $180.00 Unrealized +96.5%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $5 (-72.8%) Shares 248 (-65.1%) Est. Cost $28.91 Unrealized -24.9%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $170 (-7.2%) Shares 1,721 (-1.7%) Est. Cost $104.45 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $92 (-12.4%) Shares 1,306 (-4.3%) Est. Cost $70.00 Unrealized +3.9%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $34 (-27.5%) Shares 419 (-26.0%) Est. Cost $85.57 Unrealized -6.6%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $24 (-34.8%) Shares 92 (-27.6%) Est. Cost $281.51 Unrealized -1.5%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $81 (-13.5%) Shares 394 (-8.6%) Est. Cost $204.01 Unrealized -0.8%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $21 (-37.8%) Shares 190 (-26.6%) Est. Cost $123.84 Unrealized -7.3%
ENOV ENOVIS CORPORATION COM 0.0%
Value ($000) $1 (-91.0%) Shares 47 (-89.7%) Est. Cost $30.32 Unrealized -2.6%
SFD SMITHFIELD FOODS INC COM 0.0%
Value ($000) $0 (-99.6%) Shares 2 (-99.6%) Est. Cost $24.05 Unrealized -9.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $336 (-3.6%) Shares 1,106 (-11.4%) Est. Cost $119.51 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $18 (-40.9%) Shares 215 (-35.2%) Est. Cost $89.20 Unrealized -2.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $118 (-9.5%) Shares 730 (-5.8%) Est. Cost $177.73 Unrealized -12.1%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $10 (-54.4%) Shares 107 (-48.8%) Est. Cost $121.41 Unrealized -21.8%
BBY BEST BUY INC COM 0.0%
Value ($000) $57 (-17.5%) Shares 855 (-6.8%) Est. Cost $70.01 Unrealized +7.8%
OVV OVINTIV INC COM 0.0%
Value ($000) $25 (-32.7%) Shares 633 (-30.7%) Est. Cost $40.79 Unrealized -5.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 (-54.5%) Shares 111 (-50.0%) Est. Cost $98.59 Unrealized -4.1%
PPG PPG INDS INC COM 0.0%
Value ($000) $45 (-20.7%) Shares 444 (-18.7%) Est. Cost $109.99 Unrealized -9.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $43 (-21.7%) Shares 1,916 (-13.6%) Est. Cost $24.29 Unrealized -13.1%
PFE PFIZER INC COM 0.0%
Value ($000) $335 (-3.4%) Shares 13,453 (-1.2%) Est. Cost $35.47 Unrealized -29.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $443 (-2.6%) Shares 1,798 (-4.3%) Est. Cost $217.61 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $10 (-54.8%) Shares 125 (-47.5%) Est. Cost $88.36 Unrealized -7.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $31 (-27.4%) Shares 1,161 (-17.9%) Est. Cost $34.35 Unrealized -21.1%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $132 (+9.6%) Shares 3,436 (-1.9%) Est. Cost $34.34 Unrealized +5.0%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $7 (-61.4%) Shares 145 (-55.0%) Est. Cost $58.09 Unrealized
FIVN FIVE9 INC COM 0.0%
Value ($000) $5 (-71.3%) Shares 229 (-65.3%) Est. Cost $26.44 Unrealized -19.7%
NTAP NETAPP INC COM 0.0%
Value ($000) $79 (-12.5%) Shares 740 (-3.3%) Est. Cost $110.78 Unrealized +2.6%
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $17 (-40.5%) Shares 935 (-34.9%) Est. Cost $17.58 Unrealized +1.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $126 (-8.2%) Shares 680 (-7.0%) Est. Cost $169.06 Unrealized +6.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $71 (-13.6%) Shares 1,426 (-1.8%) Est. Cost $58.52 Unrealized -8.2%
PTC PTC INC COM 0.0%
Value ($000) $10 (-51.9%) Shares 60 (-43.9%) Est. Cost $203.90 Unrealized -8.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $134 (-7.7%) Shares 4,859 (-5.0%) Est. Cost $26.97 Unrealized -0.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $97 (-9.9%) Shares 107 (-8.5%) Est. Cost $808.07 Unrealized +18.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 (-92.1%) Shares 129 (-88.2%) Est. Cost $9.78 Unrealized -19.3%
CGNX COGNEX CORP COM 0.0%
Value ($000) $15 (-41.3%) Shares 422 (-26.1%) Est. Cost $40.34 Unrealized +0.2%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $2 (-81.6%) Shares 62 (-79.7%) Est. Cost $45.03 Unrealized -15.3%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $47 (-18.0%) Shares 4,344 (-14.3%) Est. Cost $11.39 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $111 (-8.6%) Shares 1,241 (-2.6%) Est. Cost $95.22 Unrealized
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $45 (-18.2%) Shares 1,145 (-14.6%) Est. Cost $45.36 Unrealized -15.2%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $12 (-45.7%) Shares 91 (-40.5%) Est. Cost $134.89 Unrealized -0.1%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $33 (-22.4%) Shares 499 (-2.9%) Est. Cost $66.50 Unrealized +25.6%
GO GROCERY OUTLET HLDG CORP COM 0.0%
Value ($000) $0 (-95.5%) Shares 45 (-92.8%) Est. Cost $15.97 Unrealized -21.2%
VNOM VIPER ENERGY INC CL A 0.0%
Value ($000) $2 (-82.5%) Shares 52 (-82.7%) Est. Cost $38.10 Unrealized -0.6%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $19 (-32.4%) Shares 324 (-38.4%) Est. Cost $57.19 Unrealized -4.8%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $43 (-17.6%) Shares 672 (-18.6%) Est. Cost $68.19 Unrealized -10.6%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $5 (-62.6%) Shares 91 (-66.8%) Est. Cost $55.43 Unrealized +1.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $181 (-4.7%) Shares 136 (-5.6%) Est. Cost $694.10 Unrealized +88.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $9 (-48.3%) Shares 241 (-39.1%) Est. Cost $48.00 Unrealized -14.9%
FFIV F5 INC COM 0.0%
Value ($000) $14 (-39.3%) Shares 53 (-23.2%) Est. Cost $313.03 Unrealized -14.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $874 (+1.0%) Shares 4,187 (-2.8%) Est. Cost $146.93 Unrealized +31.2%
KMX CARMAX INC COM 0.0%
Value ($000) $9 (-48.1%) Shares 240 (-39.7%) Est. Cost $59.71 Unrealized -33.0%
RXO RXO INC COMMON STOCK 0.0%
Value ($000) $1 (-88.0%) Shares 91 (-85.4%) Est. Cost $16.12 Unrealized -8.5%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $10 (-44.7%) Shares 62 (-44.6%) Est. Cost $175.05 Unrealized -3.6%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $5 (-61.8%) Shares 12 (-60.0%) Est. Cost $451.98 Unrealized -3.8%
XYL XYLEM INC COM 0.0%
Value ($000) $74 (-10.1%) Shares 542 (-2.5%) Est. Cost $138.06 Unrealized +4.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $21 (-27.7%) Shares 329 (-19.8%) Est. Cost $74.85 Unrealized -7.8%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $9 (-47.2%) Shares 78 (-35.0%) Est. Cost $144.44 Unrealized -10.5%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $22 (-27.2%) Shares 139 (-41.6%) Est. Cost $156.63 Unrealized -8.5%
LKQ LKQ CORP COM 0.0%
Value ($000) $67 (-10.7%) Shares 2,210 (-9.7%) Est. Cost $32.36 Unrealized -7.4%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $79 (-9.1%) Shares 1,176 (-3.9%) Est. Cost $64.19 Unrealized +8.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $38 (-17.0%) Shares 518 (-16.2%) Est. Cost $76.24 Unrealized -3.5%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $4 (-64.9%) Shares 55 (-38.9%) Est. Cost $123.34 Unrealized -20.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $137 (-5.2%) Shares 658 (-18.9%) Est. Cost $422.56 Unrealized -57.1%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $36 (-17.3%) Shares 840 (-10.4%) Est. Cost $44.77 Unrealized -0.4%
QRVO QORVO INC COM 0.0%
Value ($000) $10 (-43.0%) Shares 118 (-38.5%) Est. Cost $89.04 Unrealized -0.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $113 (-6.2%) Shares 1,298 (-1.7%) Est. Cost $90.13 Unrealized -1.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $13 (-35.5%) Shares 257 (-7.2%) Est. Cost $73.39 Unrealized -16.7%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $19 (-28.0%) Shares 340 (-20.2%) Est. Cost $55.11 Unrealized -0.6%
VST VISTRA CORP COM 0.0%
Value ($000) $18 (-28.6%) Shares 111 (-13.3%) Est. Cost $197.68 Unrealized -8.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $7 (-50.4%) Shares 36 (-40.0%) Est. Cost $235.04 Unrealized -10.7%
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $5 (-60.8%) Shares 97 (-57.3%) Est. Cost $53.26 Unrealized -8.6%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $39 (-14.7%) Shares 115 (-15.4%) Est. Cost $312.02 Unrealized +2.8%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $31 (-17.4%) Shares 759 (-5.1%) Est. Cost $44.74 Unrealized -7.1%
TTC TORO CO COM 0.0%
Value ($000) $90 (-6.8%) Shares 1,149 (-9.7%) Est. Cost $76.67 Unrealized -3.6%
DXCM DEXCOM INC COM 0.0%
Value ($000) $117 (-5.2%) Shares 1,758 (-3.9%) Est. Cost $79.14 Unrealized -18.3%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $9 (-40.3%) Shares 36 (-39.0%) Est. Cost $265.10 Unrealized -3.3%
APLS APELLIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 (-63.1%) Shares 148 (-66.7%) Est. Cost $23.32 Unrealized +0.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $31 (-16.7%) Shares 70 (-6.7%) Est. Cost $531.36 Unrealized -13.0%
CVNA CARVANA CO CL A 0.0%
Value ($000) $69 (+9.9%) Shares 164 (-1.8%) Est. Cost $357.61 Unrealized +3.9%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $107 (+6.1%) Shares 50 (-5.7%) Est. Cost $1960.42 Unrealized +3.3%
ADT ADT INC DEL COM 0.0%
Value ($000) $22 (-21.6%) Shares 2,750 (-15.4%) Est. Cost $8.48 Unrealized -2.5%
KMPR KEMPER CORP COM 0.0%
Value ($000) $9 (-39.6%) Shares 229 (-23.2%) Est. Cost $56.17 Unrealized -23.8%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $5 (-55.1%) Shares 68 (-50.4%) Est. Cost $78.12 Unrealized +4.4%
PRI PRIMERICA INC COM 0.0%
Value ($000) $27 (-17.9%) Shares 105 (-11.8%) Est. Cost $268.47 Unrealized -2.8%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $150 (+4.1%) Shares 1,383 (-4.0%) Est. Cost $92.23 Unrealized +10.0%
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value ($000) $4 (-60.2%) Shares 102 (-60.2%) Est. Cost $35.27 Unrealized -0.5%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $1 (-83.4%) Shares 142 (-81.0%) Est. Cost $9.67 Unrealized -15.9%
PODD INSULET CORP COM 0.0%
Value ($000) $44 (-11.4%) Shares 154 (-3.8%) Est. Cost $313.31 Unrealized -0.2%
UHAL U HAUL HOLDING COMPANY COM 0.0%
Value ($000) $4 (-57.6%) Shares 81 (-52.1%) Est. Cost $58.94 Unrealized -9.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $14 (-28.7%) Shares 27 (-18.2%) Est. Cost $547.47 Unrealized -3.8%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $30 (-15.3%) Shares 649 (-6.2%) Est. Cost $50.09 Unrealized -7.6%
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $31 (-14.9%) Shares 555 (-19.2%) Est. Cost $55.71 Unrealized -4.4%
AFL AFLAC INC COM 0.0%
Value ($000) $110 (-4.6%) Shares 1,000 (-3.4%) Est. Cost $104.19 Unrealized +5.4%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $58 (+9.9%) Shares 896 (-9.9%) Est. Cost $48.82 Unrealized +20.4%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $1 (-88.1%) Shares 12 (-86.7%) Est. Cost $65.82 Unrealized -7.1%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $23 (-18.3%) Shares 497 (-7.3%) Est. Cost $46.72 Unrealized +9.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $27 (-15.7%) Shares 421 (-15.1%) Est. Cost $66.89 Unrealized -8.3%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $16 (-23.5%) Shares 92 (-9.8%) Est. Cost $195.01 Unrealized -6.1%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $83 (-5.6%) Shares 462 (-1.1%) Est. Cost $173.36 Unrealized +9.1%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $9 (-35.5%) Shares 192 (-32.6%) Est. Cost $45.70 Unrealized +0.3%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $1 (-86.6%) Shares 13 (-84.5%) Est. Cost $77.09 Unrealized -23.3%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $2 (-73.0%) Shares 42 (-72.0%) Est. Cost $43.30 Unrealized -5.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $140 (+3.5%) Shares 1,639 (-5.6%) Est. Cost $78.13 Unrealized +5.0%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $43 (-9.8%) Shares 619 (-11.4%) Est. Cost $68.45 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $20 (-18.7%) Shares 127 (-17.5%) Est. Cost $155.26 Unrealized +6.5%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $8 (-36.3%) Shares 177 (-19.9%) Est. Cost $52.29 Unrealized -3.7%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $5 (-49.6%) Shares 346 (-28.8%) Est. Cost $14.51 Unrealized +7.3%
MCO MOODYS CORP COM 0.0%
Value ($000) $223 (+2.1%) Shares 437 (-4.8%) Est. Cost $385.53 Unrealized +26.4%
EQT EQT CORP COM 0.0%
Value ($000) $89 (-4.8%) Shares 1,666 (-3.4%) Est. Cost $52.61 Unrealized +6.7%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $24 (-15.5%) Shares 243 (-16.5%) Est. Cost $111.74 Unrealized -14.5%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $13 (-25.9%) Shares 1,257 (-8.8%) Est. Cost $13.18 Unrealized -17.6%
LCID LUCID GROUP INC COM NEW 0.0%
Value ($000) $1 (-87.2%) Shares 62 (-71.2%) Est. Cost $22.60 Unrealized -29.3%
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value ($000) $22 (-17.1%) Shares 170 (-19.8%) Est. Cost $122.42 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $69 (-6.0%) Shares 382 (-3.3%) Est. Cost $179.65 Unrealized +1.4%
RYN RAYONIER INC COM 0.0%
Value ($000) $16 (-21.4%) Shares 727 (-3.7%) Est. Cost $26.54 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $19 (-17.8%) Shares 1,285 (-3.5%) Est. Cost $17.94 Unrealized -8.7%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $9 (-31.8%) Shares 876 (-26.9%) Est. Cost $10.72 Unrealized -4.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 (-62.6%) Shares 43 (-62.9%) Est. Cost $61.29 Unrealized -10.0%
AES AES CORP COM 0.0%
Value ($000) $16 (-20.0%) Shares 1,128 (-26.6%) Est. Cost $12.77 Unrealized +9.9%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $48 (+9.1%) Shares 262 (-3.0%) Est. Cost $170.70 Unrealized +0.9%
ATR APTARGROUP INC COM 0.0%
Value ($000) $8 (-33.9%) Shares 63 (-27.6%) Est. Cost $143.40 Unrealized -14.3%
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $53 (-6.8%) Shares 279 (-4.5%) Est. Cost $185.53 Unrealized +2.8%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $31 (+14.4%) Shares 273 (-2.5%) Est. Cost $102.45 Unrealized +1.0%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $27 (+16.9%) Shares 133 (-8.3%) Est. Cost $158.82 Unrealized +14.2%
FOX FOX CORP CL B COM 0.0%
Value ($000) $36 (+11.7%) Shares 555 (-1.4%) Est. Cost $52.60 Unrealized +11.0%
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $10 (+60.1%) Shares 457 (-11.6%) Est. Cost $13.54 Unrealized +33.3%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $3 (-56.7%) Shares 57 (-57.1%) Est. Cost $55.61 Unrealized -16.9%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $0 (-98.0%) Shares 2 (-97.3%) Est. Cost $54.63 Unrealized -16.7%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $108 (-3.3%) Shares 2,150 (-5.2%) Est. Cost $49.08 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $328 (-1.1%) Shares 325 (-6.6%) Est. Cost $597.26 Unrealized +62.2%
BRKR BRUKER CORP COM 0.0%
Value ($000) $13 (+37.2%) Shares 280 (-5.4%) Est. Cost $35.55 Unrealized +18.8%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $1 (-79.6%) Shares 44 (-75.4%) Est. Cost $21.88 Unrealized -2.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $3 (-56.6%) Shares 135 (-41.0%) Est. Cost $23.71 Unrealized -5.4%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $385 (-0.9%) Shares 9,411 (-2.6%) Est. Cost $35.43 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $29 (-10.4%) Shares 182 (-3.7%) Est. Cost $164.67 Unrealized -2.3%
EOG EOG RES INC COM 0.0%
Value ($000) $34 (-9.1%) Shares 321 (-3.0%) Est. Cost $117.95 Unrealized -9.1%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $39 (-7.6%) Shares 529 (-9.3%) Est. Cost $76.10 Unrealized -5.4%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $15 (-17.0%) Shares 7,833 (-1.8%) Est. Cost $1.70 Unrealized +54.0%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $38 (+9.2%) Shares 3,416 (-11.9%) Est. Cost $9.53 Unrealized +3.3%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $90 (-3.4%) Shares 644 (-1.2%) Est. Cost $147.38 Unrealized -3.5%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $1 (-72.5%) Shares 100 (-72.1%) Est. Cost $12.01 Unrealized
CERT CERTARA INC COM 0.0%
Value ($000) $0 (-95.8%) Shares 15 (-94.2%) Est. Cost $10.94 Unrealized -5.8%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $14 (+27.5%) Shares 318 (-4.2%) Est. Cost $34.95 Unrealized +10.1%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $2 (-56.2%) Shares 22 (-47.6%) Est. Cost $118.66 Unrealized -2.5%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $1 (-81.0%) Shares 20 (-54.5%) Est. Cost $72.36 Unrealized +8.5%
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $4 (-44.8%) Shares 156 (-27.8%) Est. Cost $29.99 Unrealized +9.7%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $3 (-47.1%) Shares 119 (-45.9%) Est. Cost $28.68 Unrealized -3.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $3 (-50.5%) Shares 230 (-41.2%) Est. Cost $12.41 Unrealized +5.2%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $42 (-6.2%) Shares 723 (-9.3%) Est. Cost $55.64 Unrealized -2.1%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $16 (-14.9%) Shares 220 (-16.0%) Est. Cost $71.04 Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $5 (-33.2%) Shares 165 (-38.7%) Est. Cost $31.59 Unrealized +1.2%
PII POLARIS INC COM 0.0%
Value ($000) $39 (+7.4%) Shares 622 (-1.3%) Est. Cost $53.92 Unrealized +22.1%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $7 (-27.6%) Shares 63 (-31.5%) Est. Cost $103.67 Unrealized +1.4%
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $978 (+0.3%) Shares 10,752 (-2.3%) Est. Cost $83.12 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $6 (-29.7%) Shares 88 (-35.8%) Est. Cost $67.84 Unrealized -5.1%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $73 (+3.5%) Shares 823 (-5.6%) Est. Cost $79.21 Unrealized +16.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $26 (-8.6%) Shares 477 (-16.8%) Est. Cost $52.63 Unrealized -2.5%
GNTX GENTEX CORP COM 0.0%
Value ($000) $6 (-28.7%) Shares 255 (-13.3%) Est. Cost $26.57 Unrealized -9.3%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $25 (-8.7%) Shares 135 (-5.6%) Est. Cost $203.79 Unrealized -10.6%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $1 (-63.7%) Shares 30 (-40.0%) Est. Cost $65.20 Unrealized -13.9%
CUBE CUBESMART COM 0.0%
Value ($000) $16 (-12.6%) Shares 440 (-1.6%) Est. Cost $40.65 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $51 (+4.5%) Shares 870 (-3.2%) Est. Cost $54.40 Unrealized +0.4%
XP XP INC CL A 0.0%
Value ($000) $0 (-83.4%) Shares 26 (-81.0%) Est. Cost $17.93 Unrealized -1.8%
MRNA MODERNA INC COM 0.0%
Value ($000) $6 (-26.1%) Shares 198 (-35.3%) Est. Cost $27.90 Unrealized -2.6%
TGT TARGET CORP COM 0.0%
Value ($000) $176 (+1.2%) Shares 1,796 (-7.1%) Est. Cost $191.58 Unrealized -52.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $64 (+3.3%) Shares 1,435 (-6.5%) Est. Cost $37.80 Unrealized +8.9%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $2 (-45.1%) Shares 81 (-38.2%) Est. Cost $35.57 Unrealized -11.8%
BDC BELDEN INC COM 0.0%
Value ($000) $16 (-10.8%) Shares 138 (-8.0%) Est. Cost $125.80 Unrealized -7.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $63 (-3.0%) Shares 2,063 (-8.2%) Est. Cost $30.20 Unrealized -7.7%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $1 (-66.8%) Shares 29 (-64.6%) Est. Cost $41.09 Unrealized -16.8%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $41 (-4.5%) Shares 185 (-3.6%) Est. Cost $224.73 Unrealized +5.9%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $41 (+5.0%) Shares 544 (-4.9%) Est. Cost $66.38 Unrealized +10.1%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $49 (+4.0%) Shares 785 (-1.8%) Est. Cost $59.58 Unrealized -0.3%
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $28 (+7.4%) Shares 353 (-6.1%) Est. Cost $59.40 Unrealized +22.2%
PATH UIPATH INC CL A 0.0%
Value ($000) $9 (-17.3%) Shares 540 (-32.5%) Est. Cost $11.82 Unrealized +31.6%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $1 (-70.6%) Shares 2 (-66.7%) Est. Cost $361.29 Unrealized +7.6%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $10 (+21.5%) Shares 138 (-8.6%) Est. Cost $61.40 Unrealized +6.9%
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value ($000) $0 (-79.0%) Shares 23 (-80.5%) Est. Cost $23.95 Unrealized -16.3%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $12 (-13.3%) Shares 447 (-9.9%) Est. Cost $28.60 Unrealized -2.2%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $7 (-19.7%) Shares 70 (-5.4%) Est. Cost $132.67 Unrealized -15.3%
THO THOR INDS INC COM 0.0%
Value ($000) $64 (-2.7%) Shares 628 (-1.6%) Est. Cost $99.75 Unrealized +3.5%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $27 (-6.1%) Shares 678 (-1.0%) Est. Cost $44.14 Unrealized -10.4%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $9 (-15.7%) Shares 136 (-8.1%) Est. Cost $66.43 Unrealized +1.3%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $8 (-16.9%) Shares 50 (-10.7%) Est. Cost $172.87 Unrealized -5.8%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $138 (+1.2%) Shares 4,002 (-1.5%) Est. Cost $33.33 Unrealized +1.6%
NFE NEW FORTRESS ENERGY INC COM CL A 0.0%
Value ($000) $1 (-67.2%) Shares 675 (-36.5%) Est. Cost $2.85 Unrealized -48.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $166 (+1.0%) Shares 4,530 (-3.4%) Est. Cost $33.63 Unrealized +3.3%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $24 (+6.8%) Shares 492 (-1.8%) Est. Cost $45.41 Unrealized -0.7%
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $8 (-15.6%) Shares 123 (-17.4%) Est. Cost $60.76 Unrealized +2.2%
CABO CABLE ONE INC COM 0.0%
Value ($000) $1 (-65.0%) Shares 7 (-46.2%) Est. Cost $150.25 Unrealized -9.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $3 (-33.2%) Shares 145 (-20.8%) Est. Cost $25.23 Unrealized -20.7%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $21 (+6.9%) Shares 278 (-6.1%) Est. Cost $69.22 Unrealized +1.7%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $14 (-8.6%) Shares 208 (-3.7%) Est. Cost $77.06 Unrealized -10.3%
SM SM ENERGY CO COM 0.0%
Value ($000) $0 (-96.2%) Shares 3 (-94.5%) Est. Cost $26.40 Unrealized -24.2%
R RYDER SYS INC COM 0.0%
Value ($000) $132 (-1.0%) Shares 689 (-2.4%) Est. Cost $180.37 Unrealized -0.4%
SEG SEAPORT ENTMT GROUP INC COMMON STOCK 0.0%
Value ($000) $2 (-34.3%) Shares 118 (-23.9%) Est. Cost $23.50 Unrealized -4.6%
AGCO AGCO CORP COM 0.0%
Value ($000) $10 (-11.2%) Shares 93 (-8.8%) Est. Cost $109.75 Unrealized -3.4%
NSP INSPERITY INC COM 0.0%
Value ($000) $0 (-94.0%) Shares 2 (-92.3%) Est. Cost $53.41 Unrealized -26.2%
GLIBA GCI LIBERTY INC COM SER A 0.0%
Value ($000) $3 (-27.0%) Shares 87 (-25.6%) Est. Cost $35.52 Unrealized -1.2%
DCTH DELCATH SYS INC COM NEW 0.0%
Value ($000) $9 (-11.5%) Shares 894 (-5.8%) Est. Cost $11.17 Unrealized -11.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $36 (+3.3%) Shares 346 (-3.1%) Est. Cost $99.95 Unrealized -2.6%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $15 (+8.4%) Shares 210 (-17.0%) Est. Cost $53.92 Unrealized +18.8%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $2 (-42.2%) Shares 5 (-37.5%) Est. Cost $343.75 Unrealized -13.2%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $0 (-79.3%) Shares 10 (-78.7%) Est. Cost $27.34 Unrealized -0.9%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $1 (-46.3%) Shares 7 (-46.2%) Est. Cost $181.87 Unrealized -5.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $235 (-0.4%) Shares 3,651 (-1.4%) Est. Cost $39.73 Unrealized +60.3%
TPR TAPESTRY INC COM 0.0%
Value ($000) $95 (+1.1%) Shares 745 (-10.5%) Est. Cost $104.00 Unrealized +9.6%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $5 (-17.2%) Shares 198 (-13.5%) Est. Cost $27.32 Unrealized -14.7%
TRU TRANSUNION COM 0.0%
Value ($000) $3 (-26.9%) Shares 30 (-28.6%) Est. Cost $90.58 Unrealized -9.4%
WOOF PETCO HEALTH & WELLNESS CO INC COM 0.0%
Value ($000) $2 (-36.3%) Shares 566 (-12.2%) Est. Cost $3.35 Unrealized -3.3%
KBH KB HOME COM 0.0%
Value ($000) $3 (-23.2%) Shares 52 (-13.3%) Est. Cost $59.88 Unrealized +2.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 (-63.8%) Shares 34 (-66.3%) Est. Cost $14.20 Unrealized -3.2%
FLWS 1 800 FLOWERS COM INC CL A 0.0%
Value ($000) $2 (-35.8%) Shares 385 (-24.8%) Est. Cost $5.52 Unrealized -28.8%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $0 (-71.7%) Shares 180 (-58.3%) Est. Cost $2.71 Unrealized
OCUL OCULAR THERAPEUTIX INC COM 0.0%
Value ($000) $8 (-9.4%) Shares 654 (-12.8%) Est. Cost $11.96 Unrealized +1.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.8%
Value ($000) $11,222 (-0.0%) Shares 66,824 (-2.0%) Est. Cost $105.93 Unrealized
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value ($000) $2 (-31.7%) Shares 116 (-28.0%) Est. Cost $15.66 Unrealized -3.7%
BWA BORGWARNER INC COM 0.0%
Value ($000) $56 (+1.4%) Shares 1,237 (-1.1%) Est. Cost $39.71 Unrealized +10.0%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $2 (-24.6%) Shares 36 (-23.4%) Est. Cost $65.50 Unrealized -5.6%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $7 (-9.3%) Shares 288 (-12.2%) Est. Cost $24.05 Unrealized -5.8%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $1 (-35.3%) Shares 19 (-26.9%) Est. Cost $81.72 Unrealized -11.4%
BCO BRINKS CO COM 0.0%
Value ($000) $3 (-21.5%) Shares 22 (-21.4%) Est. Cost $104.10 Unrealized +9.6%
MZTI MARZETTI COMPANY COM 0.0%
Value ($000) $0 (-81.0%) Shares 1 (-80.0%) Est. Cost $179.38 Unrealized -7.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $5 (-10.8%) Shares 287 (-12.2%) Est. Cost $18.64 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $8 (+8.0%) Shares 59 (-9.2%) Est. Cost $126.70 Unrealized +5.7%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 (-34.3%) Shares 68 (-34.0%) Est. Cost $24.71 Unrealized -28.5%
PLTK PLAYTIKA HLDG CORP COM 0.0%
Value ($000) $1 (-45.0%) Shares 186 (-45.9%) Est. Cost $4.08 Unrealized -4.2%
NCNO NCINO INC COM 0.0%
Value ($000) $1 (-28.1%) Shares 57 (-24.0%) Est. Cost $29.22 Unrealized -13.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $52 (+1.1%) Shares 1,871 (-8.0%) Est. Cost $30.82 Unrealized -11.6%
ANGI ANGI INC CL A NEW 0.0%
Value ($000) $1 (-32.8%) Shares 87 (-15.5%) Est. Cost $17.14 Unrealized -24.9%
WU WESTERN UN CO COM 0.0%
Value ($000) $7 (+8.5%) Shares 745 (-6.9%) Est. Cost $7.99 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $390 (-0.1%) Shares 837 (-1.9%) Est. Cost $350.21 Unrealized +33.5%
TWO TWO HBRS INVT CORP COM 0.0%
Value ($000) $2 (-17.1%) Shares 221 (-21.9%) Est. Cost $9.89 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $0 (-99.0%) Shares 1 (-99.0%) Est. Cost $4.80 Unrealized -5.1%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $3 (-12.9%) Shares 200 (-33.6%) Est. Cost $11.15 Unrealized +7.6%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $2 (-21.9%) Shares 23 (-14.8%) Est. Cost $78.72 Unrealized -10.7%
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $1 (-22.4%) Shares 47 (-17.5%) Est. Cost $33.71 Unrealized -9.4%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $2 (-20.0%) Shares 30 (-23.1%) Est. Cost $50.93 Unrealized -0.8%
TDAY USA TODAY CO INC COM 0.0%
Value ($000) $3 (+16.0%) Shares 546 (-7.0%) Est. Cost $4.02 Unrealized +16.9%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $34 (-1.1%) Shares 389 (-14.1%) Est. Cost $77.08 Unrealized +6.7%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $19 (-1.5%) Shares 93 (-4.1%) Est. Cost $191.37 Unrealized +0.8%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 (-64.0%) Shares 9 (-59.1%) Est. Cost $20.70 Unrealized -16.1%
CRI CARTERS INC COM 0.0%
Value ($000) $3 (-8.7%) Shares 85 (-20.6%) Est. Cost $28.29 Unrealized +9.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $11 (+2.4%) Shares 41 (-2.4%) Est. Cost $242.79 Unrealized +12.6%
TXNM TXNM ENERGY INC COM 0.0%
Value ($000) $2 (-11.6%) Shares 28 (-15.2%) Est. Cost $56.75 Unrealized +1.7%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $85 (+0.2%) Shares 562 (-4.6%) Est. Cost $140.85 Unrealized +4.4%
AZTA AZENTA INC COM 0.0%
Value ($000) $3 (+7.7%) Shares 79 (-7.1%) Est. Cost $31.00 Unrealized +5.4%
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $0 (-28.1%) Shares 36 (-40.0%) Est. Cost $11.12 Unrealized +2.3%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $29 (+0.5%) Shares 1,041 (-7.5%) Est. Cost $24.85 Unrealized +8.1%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $2 (+6.9%) Shares 5 (-16.7%) Est. Cost $255.23 Unrealized +17.8%
OLPX OLAPLEX HLDGS INC COM 0.0%
Value ($000) $8 (-1.2%) Shares 6,193 (-3.4%) Est. Cost $1.43 Unrealized -17.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $81 (+0.1%) Shares 600 (-10.4%) Est. Cost $129.37 Unrealized -3.7%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 (-60.0%) Shares 4 (-20.0%) Est. Cost $2.97 Unrealized -19.7%

Unchanged Positions (314)

EFV ISHARES MSCI EAFE VALUE ETF 1.0%
Value ($000) $13,553 Shares 189,793 Est. Cost $49.51 Unrealized
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $16,753 Shares 174,458 Est. Cost $77.45 Unrealized
DDOG DATADOG INC CL A COM 0.4%
Value ($000) $5,668 Shares 41,678 Est. Cost $111.50 Unrealized +41.7%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $4,066 Shares 55,941 Est. Cost $49.99 Unrealized
REET ISHARES GLOBAL REIT ETF 0.9%
Value ($000) $12,605 Shares 505,219 Est. Cost $25.66 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.6%
Value ($000) $8,803 Shares 154,954 Est. Cost $41.14 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.7%
Value ($000) $10,116 Shares 98,656 Est. Cost $78.47 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.3%
Value ($000) $4,794 Shares 21,854 Est. Cost $180.74 Unrealized +35.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.2%
Value ($000) $3,453 Shares 77,757 Est. Cost $33.85 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $7,962 Shares 37,595 Est. Cost $176.31 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.4%
Value ($000) $5,860 Shares 81,817 Est. Cost $54.73 Unrealized
WCC WESCO INTL INC COM 0.1%
Value ($000) $858 Shares 3,506 Est. Cost $127.99 Unrealized +91.4%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.4%
Value ($000) $5,072 Shares 114,840 Est. Cost $34.02 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $773 Shares 2,472 Est. Cost $195.04 Unrealized +67.3%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $263 Shares 3,302 Est. Cost $34.05 Unrealized +163.5%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $525 Shares 245 Est. Cost $832.46 Unrealized +126.3%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $1,151 Shares 7,949 Est. Cost $66.01 Unrealized +100.8%
DHI D R HORTON INC COM 0.0%
Value ($000) $460 Shares 3,193 Est. Cost $87.66 Unrealized +73.4%
TWLO TWILIO INC CL A 0.0%
Value ($000) $219 Shares 1,540 Est. Cost $112.58 Unrealized +10.0%
UI UBIQUITI INC COM 0.0%
Value ($000) $305 Shares 550 Est. Cost $224.24 Unrealized +182.1%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $350 Shares 1,214 Est. Cost $155.99 Unrealized +65.7%
MDB MONGODB INC CL A 0.0%
Value ($000) $227 Shares 540 Est. Cost $257.06 Unrealized +41.5%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $815 Shares 4,698 Est. Cost $165.86 Unrealized +2.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.3%
Value ($000) $4,832 Shares 364,648 Est. Cost $14.23 Unrealized
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF 0.2%
Value ($000) $2,319 Shares 102,931 Est. Cost $21.72 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $249 Shares 308 Est. Cost $341.16 Unrealized +154.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $189 Shares 5,382 Est. Cost $31.24 Unrealized +18.5%
KR KROGER CO COM 0.0%
Value ($000) $568 Shares 9,085 Est. Cost $39.65 Unrealized +64.5%
NVDA NVIDIA CORPORATION COM 1.8%
Value ($000) $24,853 Shares 133,261 Est. Cost $94.10 Unrealized +97.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $242 Shares 4,199 Est. Cost $47.12 Unrealized +26.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $384 Shares 4,404 Est. Cost $64.11 Unrealized +41.8%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $282 Shares 202 Est. Cost $1471.33 Unrealized -5.1%
JBL JABIL INC COM 0.1%
Value ($000) $700 Shares 3,068 Est. Cost $71.24 Unrealized +199.4%
PEN PENUMBRA INC COM 0.0%
Value ($000) $158 Shares 509 Est. Cost $252.23 Unrealized +9.5%
BRZE BRAZE INC COM CL A 0.0%
Value ($000) $160 Shares 4,672 Est. Cost $28.35 Unrealized +4.5%
STT STATE STR CORP COM 0.0%
Value ($000) $268 Shares 2,079 Est. Cost $83.06 Unrealized +43.2%
PLUS EPLUS INC COM 0.0%
Value ($000) $138 Shares 1,568 Est. Cost $70.51 Unrealized +17.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $161 Shares 80 Est. Cost $1562.59 Unrealized +34.4%
RMD RESMED INC COM 0.0%
Value ($000) $193 Shares 801 Est. Cost $232.15 Unrealized +10.0%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $125 Shares 60 Est. Cost $1784.36 Unrealized +9.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $374 Shares 656 Est. Cost $390.92 Unrealized +48.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $460 Shares 3,924 Est. Cost $95.31 Unrealized +27.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $1,020 Shares 2,472 Est. Cost $290.92 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $688 Shares 7,450 Est. Cost $73.69 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $128 Shares 1,602 Est. Cost $87.18 Unrealized -5.5%
UGI UGI CORP NEW COM 0.0%
Value ($000) $183 Shares 4,892 Est. Cost $34.96 Unrealized +1.3%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $82 Shares 535 Est. Cost $115.38 Unrealized +26.9%
FAST FASTENAL CO COM 0.0%
Value ($000) $86 Shares 2,142 Est. Cost $46.94 Unrealized -10.5%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $101 Shares 597 Est. Cost $130.39 Unrealized +21.5%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $15 Shares 101 Est. Cost $371.01 Unrealized -37.9%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $34 Shares 1,948 Est. Cost $7.65 Unrealized +61.4%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $260 Shares 624 Est. Cost $235.09 Unrealized +82.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $114 Shares 415 Est. Cost $169.71 Unrealized +52.6%
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $193 Shares 3,081 Est. Cost $53.56 Unrealized +2.9%
WWD WOODWARD INC COM 0.0%
Value ($000) $95 Shares 313 Est. Cost $247.84 Unrealized +10.9%
WAT WATERS CORP COM 0.0%
Value ($000) $74 Shares 196 Est. Cost $301.75 Unrealized +21.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $64 Shares 633 Est. Cost $126.80 Unrealized -14.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $87 Shares 301 Est. Cost $228.30 Unrealized +14.6%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $125 Shares 4,888 Est. Cost $28.79 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $85 Shares 2,030 Est. Cost $34.84 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $33 Shares 1,351 Est. Cost $34.27 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $188 Shares 2,919 Est. Cost $62.79 Unrealized +6.5%
AYI ACUITY INC COM 0.0%
Value ($000) $303 Shares 842 Est. Cost $199.53 Unrealized +81.0%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $91 Shares 931 Est. Cost $88.55 Unrealized -1.2%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $16 Shares 491 Est. Cost $51.24 Unrealized -16.4%
CRVL CORVEL CORP COM 0.0%
Value ($000) $76 Shares 1,118 Est. Cost $89.19 Unrealized -18.8%
MGIC MAGIC SOFTWARE ENTERPRISES LTD ORD 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $19.93 Unrealized +14.9%
AIZ ASSURANT INC COM 0.0%
Value ($000) $103 Shares 429 Est. Cost $201.63 Unrealized +10.5%
CACI CACI INTL INC CL A 0.0%
Value ($000) $146 Shares 274 Est. Cost $483.42 Unrealized +16.9%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $36 Shares 1,167 Est. Cost $21.52 Unrealized +21.6%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $195 Shares 1,429 Est. Cost $120.55 Unrealized +19.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $66 Shares 324 Est. Cost $166.65 Unrealized +11.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $146 Shares 1,210 Est. Cost $115.07 Unrealized +7.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $100 Shares 1,224 Est. Cost $74.54 Unrealized +4.5%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $85 Shares 218 Est. Cost $343.44 Unrealized +9.3%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $45 Shares 277 Est. Cost $116.46 Unrealized +26.5%
INCR INTERCURE LTD COM NEW 0.0%
Value ($000) $9 Shares 10,321 Est. Cost $2.10 Unrealized -33.7%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $61 Shares 803 Est. Cost $75.43 Unrealized +6.4%
RVTY REVVITY INC COM 0.0%
Value ($000) $78 Shares 808 Est. Cost $90.71 Unrealized +5.8%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $131 Shares 1,896 Est. Cost $73.75 Unrealized
GATX GATX CORP COM 0.0%
Value ($000) $206 Shares 1,213 Est. Cost $160.70 Unrealized +2.3%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $24 Shares 1,354 Est. Cost $11.00 Unrealized +46.8%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $243 Shares 717 Est. Cost $275.20 Unrealized +20.0%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $27 Shares 513 Est. Cost $43.04 Unrealized +8.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $39 Shares 374 Est. Cost $88.48 Unrealized +9.4%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $31 Shares 2,810 Est. Cost $12.36 Unrealized -5.3%
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $8 Shares 1,009 Est. Cost $11.97 Unrealized -10.0%
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $105 Shares 1,178 Est. Cost $78.80 Unrealized +10.9%
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $21 Shares 463 Est. Cost $59.84 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $297 Shares 2,454 Est. Cost $86.00 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $235 Shares 1,707 Est. Cost $69.57 Unrealized +89.1%
MTZ MASTEC INC COM 0.0%
Value ($000) $214 Shares 986 Est. Cost $183.12 Unrealized +14.6%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $13 Shares 132 Est. Cost $54.40 Unrealized +64.5%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $490 Shares 889 Est. Cost $162.09 Unrealized +244.0%
RS RELIANCE INC COM 0.0%
Value ($000) $272 Shares 940 Est. Cost $170.92 Unrealized +64.4%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $138 Shares 659 Est. Cost $181.53 Unrealized +6.7%
AME AMETEK INC COM 0.0%
Value ($000) $59 Shares 289 Est. Cost $183.47 Unrealized +5.9%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $239 Shares 8,810 Est. Cost $19.13 Unrealized +32.7%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $43 Shares 374 Est. Cost $102.60 Unrealized +3.6%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $182 Shares 329 Est. Cost $521.89 Unrealized +5.3%
XPO XPO INC COM 0.0%
Value ($000) $96 Shares 706 Est. Cost $129.79 Unrealized +5.0%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 2,180 Est. Cost $4.19 Unrealized +74.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $107 Shares 369 Est. Cost $276.03 Unrealized +4.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $92 Shares 426 Est. Cost $223.02 Unrealized -4.2%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $15 Shares 140 Est. Cost $45.28 Unrealized +79.8%
VSAT VIASAT INC COM 0.0%
Value ($000) $29 Shares 853 Est. Cost $23.92 Unrealized +47.6%
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value ($000) $75 Shares 844 Est. Cost $74.75 Unrealized +13.9%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $37 Shares 1,361 Est. Cost $26.14 Unrealized +22.5%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $25 Shares 469 Est. Cost $40.52 Unrealized +18.7%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $30 Shares 1,552 Est. Cost $16.73 Unrealized +24.2%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $63 Shares 701 Est. Cost $85.45 Unrealized +2.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $245 Shares 1,814 Est. Cost $63.88 Unrealized +112.5%
ZLAB ZAI LAB LTD ADR 0.0%
Value ($000) $4 Shares 230 Est. Cost $33.89 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $81 Shares 2,994 Est. Cost $29.71 Unrealized -9.6%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $64 Shares 537 Est. Cost $103.16 Unrealized +10.8%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $20 Shares 150 Est. Cost $181.15 Unrealized -22.1%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $155 Shares 962 Est. Cost $154.70 Unrealized +1.6%
CMA COMERICA INC COM 0.0%
Value ($000) $16 Shares 185 Est. Cost $66.25 Unrealized +20.7%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $46 Shares 42 Est. Cost $1030.17 Unrealized +3.5%
RBCAA REPUBLIC BANCORP INC KY CL A 0.0%
Value ($000) $70 Shares 1,011 Est. Cost $73.84 Unrealized -6.2%
SIG SIGNET JEWELERS LIMITED SHS 0.0%
Value ($000) $21 Shares 250 Est. Cost $85.60 Unrealized +11.0%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $51 Shares 3,003 Est. Cost $18.03 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $22 Shares 697 Est. Cost $27.91 Unrealized +11.1%
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 292 Est. Cost $23.96 Unrealized +48.3%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $18 Shares 121 Est. Cost $118.30 Unrealized +14.7%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $10 Shares 265 Est. Cost $50.63 Unrealized
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $39 Shares 199 Est. Cost $197.68 Unrealized +6.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $31 Shares 642 Est. Cost $45.46 Unrealized +0.8%
AFG AMERICAN FINL GROUP INC OHIO COM 0.0%
Value ($000) $43 Shares 317 Est. Cost $127.48 Unrealized +4.8%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $131 Shares 523 Est. Cost $240.25 Unrealized +3.5%
UNM UNUM GROUP COM 0.0%
Value ($000) $433 Shares 5,588 Est. Cost $28.48 Unrealized +168.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $45 Shares 847 Est. Cost $49.95 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $19 Shares 251 Est. Cost $61.40 Unrealized +15.1%
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $11 Shares 751 Est. Cost $10.59 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $40 Shares 231 Est. Cost $160.55 Unrealized +16.7%
W WAYFAIR INC CL A 0.0%
Value ($000) $25 Shares 247 Est. Cost $73.26 Unrealized +31.3%
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value ($000) $7 Shares 235 Est. Cost $39.18 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $60 Shares 149 Est. Cost $363.72 Unrealized +11.9%
PCOR PROCORE TECHNOLOGIES INC COM 0.2%
Value ($000) $2,862 Shares 39,339 Est. Cost $65.30 Unrealized +13.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $16 Shares 114 Est. Cost $97.73 Unrealized +35.8%
TFIN TRIUMPH FINANCIAL INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.91 Unrealized -4.9%
ACA ARCOSA INC COM 0.0%
Value ($000) $21 Shares 194 Est. Cost $92.88 Unrealized +8.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $98 Shares 3,072 Est. Cost $31.27 Unrealized
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $149.68 Unrealized +40.6%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $60 Shares 586 Est. Cost $86.47 Unrealized +19.8%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $15 Shares 334 Est. Cost $70.35 Unrealized -34.5%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $39 Shares 997 Est. Cost $41.12 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $57 Shares 3,220 Est. Cost $16.09 Unrealized +5.2%
COTY COTY INC COM CL A 0.0%
Value ($000) $7 Shares 2,227 Est. Cost $4.58 Unrealized -20.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $59 Shares 1,023 Est. Cost $57.76 Unrealized +3.0%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $33 Shares 1,261 Est. Cost $27.68 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $27 Shares 90 Est. Cost $272.13 Unrealized +14.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $20 Shares 118 Est. Cost $176.64 Unrealized +3.1%
SLM SLM CORP COM 0.0%
Value ($000) $116 Shares 4,282 Est. Cost $31.21 Unrealized -12.1%
SSRM SSR MINING IN COM 0.0%
Value ($000) $17 Shares 765 Est. Cost $16.92 Unrealized +31.5%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $208 Shares 15,311 Est. Cost $9.99 Unrealized +35.5%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $97 Shares 1,252 Est. Cost $76.34 Unrealized
JACK JACK IN THE BOX INC COM 0.0%
Value ($000) $40 Shares 2,134 Est. Cost $19.87 Unrealized -9.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $27 Shares 44 Est. Cost $606.37 Unrealized +6.8%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $36 Shares 690 Est. Cost $50.01 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $32 Shares 97 Est. Cost $322.11 Unrealized +1.4%
SEB SEABOARD CORP DEL COM 0.0%
Value ($000) $9 Shares 2 Est. Cost $3479.70 Unrealized +13.6%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $20 Shares 69 Est. Cost $283.25 Unrealized +3.5%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $20 Shares 1,202 Est. Cost $12.19 Unrealized +33.9%
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $54.97 Unrealized +13.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $57 Shares 405 Est. Cost $137.65 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $57.68 Unrealized +13.3%
PRDO PERDOCEO ED CORP COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $31.78 Unrealized -0.9%
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $19 Shares 678 Est. Cost $28.20 Unrealized +6.2%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $7 Shares 677 Est. Cost $9.76 Unrealized +41.3%
RUN SUNRUN INC COM 0.0%
Value ($000) $21 Shares 1,132 Est. Cost $13.39 Unrealized +43.2%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $4 Shares 605 Est. Cost $7.93 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $25 Shares 445 Est. Cost $52.53 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 292 Est. Cost $14.36 Unrealized -10.9%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 661 Est. Cost $4.80 Unrealized +71.5%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $25 Shares 1,485 Est. Cost $13.95 Unrealized +15.2%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $35 Shares 253 Est. Cost $135.24 Unrealized +0.2%
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value ($000) $72 Shares 2,475 Est. Cost $28.55 Unrealized
PAMT PAMT CORP COM 0.0%
Value ($000) $19 Shares 1,532 Est. Cost $12.72 Unrealized -16.8%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $19 Shares 327 Est. Cost $53.45 Unrealized +13.6%
CME CME GROUP INC COM 0.0%
Value ($000) $172 Shares 629 Est. Cost $269.86 Unrealized +0.3%
FTDR FRONTDOOR INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $60.88 Unrealized -3.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $283 Shares 1,288 Est. Cost $173.66 Unrealized +22.4%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $10 Shares 782 Est. Cost $11.39 Unrealized +1.7%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $8 Shares 9 Est. Cost $737.56 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $58 Shares 230 Est. Cost $238.92 Unrealized +5.1%
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM 0.0%
Value ($000) $6 Shares 194 Est. Cost $26.50 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $3 Shares 82 Est. Cost $36.06 Unrealized +2.8%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $4 Shares 182 Est. Cost $24.50 Unrealized -12.1%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $8 Shares 1,116 Est. Cost $7.80 Unrealized +0.3%
VVV VALVOLINE INC COM 0.0%
Value ($000) $3 Shares 118 Est. Cost $38.17 Unrealized -15.9%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $11 Shares 267 Est. Cost $47.28 Unrealized -9.1%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 107 Est. Cost $47.76 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $67 Shares 5,155 Est. Cost $13.58 Unrealized -8.3%
GGG GRACO INC COM 0.0%
Value ($000) $18 Shares 224 Est. Cost $84.93 Unrealized -3.5%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $53 Shares 401 Est. Cost $129.72 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $26 Shares 181 Est. Cost $138.05 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $7 Shares 299 Est. Cost $16.75 Unrealized +29.9%
VC VISTEON CORP COM NEW 0.0%
Value ($000) $3 Shares 29 Est. Cost $117.24 Unrealized -9.8%
MRCY MERCURY SYS INC COM 0.0%
Value ($000) $12 Shares 161 Est. Cost $62.18 Unrealized +19.6%
IAC IAC INC COM NEW 0.0%
Value ($000) $6 Shares 143 Est. Cost $37.31 Unrealized -6.1%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $2 Shares 102 Est. Cost $12.38 Unrealized +59.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $11 Shares 255 Est. Cost $40.11 Unrealized +5.4%
GENC GENCOR INDS INC COM 0.0%
Value ($000) $5 Shares 387 Est. Cost $15.14 Unrealized -11.5%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $12 Shares 493 Est. Cost $21.97 Unrealized +1.0%
TFSL TFS FINL CORP COM 0.0%
Value ($000) $27 Shares 2,055 Est. Cost $12.75 Unrealized +6.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $310 Shares 2,047 Est. Cost $121.52 Unrealized +21.5%
UVE UNIVERSAL INS HLDGS INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $24.68 Unrealized +29.3%
DBX DROPBOX INC CL A 0.0%
Value ($000) $7 Shares 248 Est. Cost $28.60 Unrealized +1.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $56 Shares 578 Est. Cost $95.89 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.10 Unrealized -3.5%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.0%
Value ($000) $8 Shares 38 Est. Cost $198.82 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $92 Shares 9,842 Est. Cost $9.19 Unrealized
OMDA OMADA HEALTH INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $20.48 Unrealized -0.9%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.01 Unrealized
INSW INTERNATIONAL SEAWAYS INC COM 0.0%
Value ($000) $10 Shares 202 Est. Cost $41.98 Unrealized +16.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $14 Shares 196 Est. Cost $71.38 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $167 Shares 1,495 Est. Cost $118.71 Unrealized -3.7%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 274 Est. Cost $4.81 Unrealized
JBGS JBG SMITH PPTYS COM 0.0%
Value ($000) $1 Shares 82 Est. Cost $22.26 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $53.50 Unrealized +0.5%
ICLR ICON PLC SHS 0.0%
Value ($000) $10 Shares 55 Est. Cost $167.36 Unrealized +6.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $16 Shares 86 Est. Cost $177.21 Unrealized
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.97 Unrealized -4.8%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.68 Unrealized
GNW GENWORTH FINL INC COM SHS 0.0%
Value ($000) $25 Shares 2,726 Est. Cost $8.25 Unrealized +5.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $5 Shares 36 Est. Cost $128.25 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $14 Shares 518 Est. Cost $27.13 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $2 Shares 175 Est. Cost $9.24 Unrealized
BRC BRADY CORP CL A 0.0%
Value ($000) $44 Shares 556 Est. Cost $73.45 Unrealized +5.0%
UNG UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $5 Shares 374 Est. Cost $13.07 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $13 Shares 348 Est. Cost $34.80 Unrealized +7.8%
MG MISTRAS GROUP INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $8.90 Unrealized +26.8%
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $10 Shares 134 Est. Cost $71.86 Unrealized
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 0.0%
Value ($000) $3 Shares 241 Est. Cost $11.88 Unrealized +0.6%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $2 Shares 63 Est. Cost $29.67 Unrealized
VIV TELEFONICA BRASIL SA SPONSORED ADS 0.0%
Value ($000) $3 Shares 273 Est. Cost $12.75 Unrealized
CNM CORE & MAIN INC CL A 0.0%
Value ($000) $6 Shares 117 Est. Cost $60.57 Unrealized -15.3%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $4 Shares 113 Est. Cost $32.89 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $3 Shares 114 Est. Cost $26.94 Unrealized -0.4%
OPLN OPENLANE INC COM 0.0%
Value ($000) $5 Shares 175 Est. Cost $27.25 Unrealized -0.8%
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $19.45 Unrealized -13.2%
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $4 Shares 65 Est. Cost $62.92 Unrealized
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value ($000) $4 Shares 35 Est. Cost $112.54 Unrealized
ESRT EMPIRE ST RLTY TR INC CL A 0.0%
Value ($000) $1 Shares 126 Est. Cost $7.66 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $427.59 Unrealized -16.5%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 27 Est. Cost $55.74 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $18.23 Unrealized +6.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $96.01 Unrealized +0.1%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $10 Shares 140 Est. Cost $73.68 Unrealized -0.4%
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $53 Shares 614 Est. Cost $74.30 Unrealized +20.4%
OGS ONE GAS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $74.90 Unrealized +7.3%
UE URBAN EDGE PPTYS COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $20.47 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $27 Shares 442 Est. Cost $61.12 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $1 Shares 24 Est. Cost $39.87 Unrealized +12.9%
DRH DIAMONDROCK HOSPITALITY CO COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $7.96 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 17 Est. Cost $83.45 Unrealized -7.7%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $20 Shares 1,027 Est. Cost $19.29 Unrealized
SR SPIRE INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $81.52 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $18.22 Unrealized +59.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $5 Shares 10 Est. Cost $479.60 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,367 Est. Cost $34.45 Unrealized
CQP CHENIERE ENERGY PARTNERS L P COM UNIT 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.82 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 153 Est. Cost $29.11 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $3 Shares 59 Est. Cost $47.20 Unrealized
ASB ASSOCIATED BANC-CORP COM 0.0%
Value ($000) $34 Shares 1,334 Est. Cost $25.25 Unrealized +1.3%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $72.55 Unrealized
SLAB SILICON LABORATORIES INC COM 0.0%
Value ($000) $19 Shares 148 Est. Cost $136.18 Unrealized -3.5%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.93 Unrealized
SITC SITE CTRS CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $9.00 Unrealized
RAVI FLEXSHARES ULTRA-SHORT INCOME FUND 0.0%
Value ($000) $16 Shares 207 Est. Cost $75.63 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.23 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $1 Shares 60 Est. Cost $24.38 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW COM 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.37 Unrealized
CURB CURBLINE PPTYS CORP COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $22.30 Unrealized
VVX V2X INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.46 Unrealized +5.2%
CVBF CVB FINL CORP COM 0.0%
Value ($000) $2 Shares 122 Est. Cost $19.48 Unrealized -2.8%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.50 Unrealized
STRZ STARZ ENTERTAINMENT CORP. COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $14.53 Unrealized -21.2%
BCE BCE INC COM NEW 0.0%
Value ($000) $2 Shares 82 Est. Cost $23.52 Unrealized -2.0%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $6 Shares 161 Est. Cost $39.29 Unrealized
AKR ACADIA RLTY TR COM SH BEN INT 0.0%
Value ($000) $2 Shares 87 Est. Cost $20.15 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 175 Est. Cost $27.81 Unrealized
INN SUMMIT HOTEL PPTYS COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $5.49 Unrealized
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $15.21 Unrealized
MAC MACERICH CO COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $18.20 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.72 Unrealized
IDT IDT CORP CL B NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $62.34 Unrealized -19.6%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.32 Unrealized
RLJ RLJ LODGING TR COM 0.0%
Value ($000) $1 Shares 76 Est. Cost $7.20 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $318.25 Unrealized -0.7%
XBNYX BLACKROCK N Y MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.12 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.93 Unrealized
ALV AUTOLIV INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $119.11 Unrealized +0.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.00 Unrealized
YOU CLEAR SECURE INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $32.95 Unrealized +3.1%
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.50 Unrealized
ADAM ADAMAS TRUST INC. COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.94 Unrealized
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.82 Unrealized -7.0%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $121.75 Unrealized
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $191.60 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.50 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.22 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.73 Unrealized +18.6%
PEB PEBBLEBROOK HOTEL TR COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $11.39 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.33 Unrealized
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.95 Unrealized +13.0%
ONL ORION PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $2.75 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.12 Unrealized +2.2%
CLDT CHATHAM LODGING TR COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $6.71 Unrealized
BGC BGC GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.98 Unrealized -9.9%
LODE COMSTOCK INC COM SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.12 Unrealized +9.1%
WSBF WATERSTONE FINL INC MD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.33 Unrealized +9.4%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.67 Unrealized