Centennial Bank/AR/ Diversified Active

CIK: 0001994744 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $251,560 (100.0% shares, 0.0% debt)

Holdings (341)

New Positions (8)

Increased Positions (41)

VEU Vanguard FTSE All World Ex US ETF 2.6%
Value ($000) $6,575 (+44.2%) Shares 89,380 (+39.9%) Est. Cost $64.18 Unrealized
XLK Technology Select Sector SPDR ETF 3.4%
Value ($000) $8,483 (+24.3%) Shares 58,925 (+143.4%) Est. Cost $173.79 Unrealized
MUNI PIMCO Intermediate Municipal Bond Active ETF 0.5%
Value ($000) $1,346 (+1127.5%) Shares 25,688 (+1124.4%) Est. Cost $52.33 Unrealized
XLF Financial Select Sector SPDR ETF 1.3%
Value ($000) $3,148 (+52.5%) Shares 57,483 (+49.9%) Est. Cost $51.57 Unrealized
XLI Industrial Select Sector SPDR ETF 0.9%
Value ($000) $2,188 (+89.0%) Shares 14,108 (+87.9%) Est. Cost $145.39 Unrealized
GVI iShares Intermediate Government/Credit Bond ETF 0.8%
Value ($000) $2,013 (+64.8%) Shares 18,751 (+64.9%) Est. Cost $107.25 Unrealized
XLV Health Care Select Sector SPDR ETF 0.7%
Value ($000) $1,694 (+84.2%) Shares 10,945 (+65.6%) Est. Cost $144.84 Unrealized
XLP Consumer Staples Select Sector SPDR Fund ETF 0.5%
Value ($000) $1,209 (+138.4%) Shares 15,567 (+140.5%) Est. Cost $78.14 Unrealized
ACWI iShares MSCI ACWI ETF 4.8%
Value ($000) $12,008 (+5.5%) Shares 84,865 (+3.1%) Est. Cost $129.39 Unrealized
AVSC Avantis U.S Small Cap Equity ETF 0.3%
Value ($000) $761 (+303.0%) Shares 12,949 (+292.8%) Est. Cost $58.36 Unrealized
SPYI NEOS S&P 500 High Income ETF 0.7%
Value ($000) $1,867 (+35.7%) Shares 35,549 (+35.1%) Est. Cost $51.36 Unrealized
MUB iShares National Muni Bond ETF 0.9%
Value ($000) $2,370 (+22.9%) Shares 22,127 (+22.2%) Est. Cost $107.05 Unrealized
SPY SPDR S&P 500 ETF 3.1%
Value ($000) $7,842 (+5.3%) Shares 11,500 (+2.9%) Est. Cost $453.99 Unrealized
DFUS Dimensional US Equity ETF 2.1%
Value ($000) $5,228 (+7.5%) Shares 70,489 (+5.0%) Est. Cost $63.29 Unrealized
ESGD iShares ESG Aware MSCI EAFE ETF 0.9%
Value ($000) $2,292 (+17.8%) Shares 24,100 (+15.2%) Est. Cost $75.45 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.3%
Value ($000) $3,268 (+10.8%) Shares 60,794 (+11.7%) Est. Cost $42.05 Unrealized
ESGE iShares ESG Aware MSCI Emerging Markets ETF 0.7%
Value ($000) $1,783 (+21.1%) Shares 40,375 (+19.0%) Est. Cost $34.32 Unrealized
QLTA iShares Aaa - A Rated Corporate Bond ETF 0.2%
Value ($000) $506 (+144.5%) Shares 10,518 (+146.4%) Est. Cost $47.74 Unrealized
XLU Utilities Select Sector SPDR ETF 0.4%
Value ($000) $1,059 (+39.0%) Shares 24,798 (+183.9%) Est. Cost $52.69 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.2%
Value ($000) $405 (+221.1%) Shares 4,837 (+222.5%) Est. Cost $83.67 Unrealized
VMBS Vanguard Mortgage-Backed Securities ETF 0.3%
Value ($000) $847 (+45.3%) Shares 17,992 (+44.9%) Est. Cost $46.34 Unrealized
BSV Vanguard Short Term Bond ETF 1.9%
Value ($000) $4,785 (+5.3%) Shares 60,715 (+5.4%) Est. Cost $76.97 Unrealized
XLY Consumer Discretionary Select Sector SPDR ETF 0.8%
Value ($000) $2,084 (+11.5%) Shares 17,454 (+123.8%) Est. Cost $170.34 Unrealized
BIV Vanguard Intermediate Term Bond ETF 1.9%
Value ($000) $4,818 (+4.2%) Shares 61,859 (+4.5%) Est. Cost $75.55 Unrealized
SPHY State Street SPDR Portfolio High Yield Bond ETF 0.1%
Value ($000) $217 (+515.2%) Shares 9,159 (+522.2%) Est. Cost $23.63 Unrealized
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF 0.1%
Value ($000) $333 (+67.6%) Shares 11,547 (+68.0%) Est. Cost $28.64 Unrealized
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 0.9%
Value ($000) $2,218 (+5.7%) Shares 65,600 (+6.0%) Est. Cost $32.29 Unrealized
EMB iShares JP Morgan USD Emerging Markets Bond ETF 0.1%
Value ($000) $138 (+468.0%) Shares 1,432 (+461.6%) Est. Cost $95.27 Unrealized
XLB Materials Select Sector SPDR ETF 0.2%
Value ($000) $531 (+23.5%) Shares 11,715 (+144.1%) Est. Cost $60.32 Unrealized
USFR Wisdomtree Floating Rate Treasury ETF 0.3%
Value ($000) $696 (+16.7%) Shares 13,824 (+16.6%) Est. Cost $50.31 Unrealized
XLE Energy Select Sector SPDR ETF 0.3%
Value ($000) $728 (+11.6%) Shares 16,288 (+123.0%) Est. Cost $64.41 Unrealized
IDV iShares International Select Dividend ETF 0.1%
Value ($000) $193 (+64.2%) Shares 4,887 (+52.1%) Est. Cost $37.54 Unrealized
MEAR iShares Short Maturity Municipal Bond ETF 0.0%
Value ($000) $87 (+182.5%) Shares 1,730 (+183.6%) Est. Cost $50.39 Unrealized
IWR iShares Russell Mid-Cap ETF 1.8%
Value ($000) $4,413 (+1.0%) Shares 45,844 (+1.3%) Est. Cost $80.31 Unrealized
HYD Van Eck High Yield Municipal Index ETF 0.0%
Value ($000) $85 (+84.6%) Shares 1,669 (+83.8%) Est. Cost $51.00 Unrealized
DFIP DFA Inflation-Protected Securities ETF 0.4%
Value ($000) $1,044 (+3.8%) Shares 25,122 (+5.5%) Est. Cost $41.20 Unrealized
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $47 (+205.7%) Shares 2,030 (+204.3%) Est. Cost $23.16 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $94 (-21.8%) Shares 1,000 (+900.0%) Est. Cost $108.34 Unrealized -0.5%
XLRE Real Estate Select Sector SPDR ETF 0.7%
Value ($000) $1,742 (-1.4%) Shares 43,160 (+3.0%) Est. Cost $37.21 Unrealized
NOW Servicenow, Inc. 0.0%
Value ($000) $15 (-16.8%) Shares 100 (+400.0%) Est. Cost $160.05 Unrealized +7.2%
ACWX iShares MSCI ACWI Ex-US ETF 0.0%
Value ($000) $14 (+13.6%) Shares 209 (+10.0%) Est. Cost $47.47 Unrealized

Decreased Positions (59)

IWB iShares Russell 1000 ETF 4.6%
Value ($000) $11,610 (-22.9%) Shares 31,090 (-24.6%) Est. Cost $274.62 Unrealized
XLG Invesco S&P 500 Top 50 ETF 1.3%
Value ($000) $3,186 (-46.2%) Shares 53,750 (-47.8%) Est. Cost $51.64 Unrealized
MSFT Microsoft Corp. 1.9%
Value ($000) $4,698 (-34.1%) Shares 9,714 (-29.4%) Est. Cost $237.82 Unrealized +110.5%
IWF iShares Russell 1000 Growth ETF 0.8%
Value ($000) $2,086 (-52.7%) Shares 4,408 (-53.2%) Est. Cost $351.38 Unrealized
AVGO Broadcom, Inc. 2.0%
Value ($000) $4,954 (-28.7%) Shares 14,314 (-32.0%) Est. Cost $145.90 Unrealized +144.7%
IWM iShares Russell 2000 ETF 1.0%
Value ($000) $2,541 (-28.6%) Shares 10,323 (-29.9%) Est. Cost $206.02 Unrealized
DFAU DFA US Core Equity ETF 4.6%
Value ($000) $11,502 (-7.1%) Shares 245,768 (-9.1%) Est. Cost $37.39 Unrealized
IWD iShares Russell 1000 Value ETF 1.8%
Value ($000) $4,426 (-15.3%) Shares 21,043 (-18.0%) Est. Cost $159.50 Unrealized
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.7%
Value ($000) $1,795 (-25.9%) Shares 17,250 (-26.6%) Est. Cost $90.11 Unrealized
LRCX Lam Research Corp. 0.4%
Value ($000) $1,049 (-36.0%) Shares 6,130 (-50.0%) Est. Cost $78.11 Unrealized +98.9%
JMOM JP Morgan US Momentum Factor ETF 1.0%
Value ($000) $2,483 (-18.9%) Shares 36,433 (-19.2%) Est. Cost $59.39 Unrealized
FSLR First Solar Inc 0.2%
Value ($000) $561 (-45.3%) Shares 2,146 (-53.8%) Est. Cost $148.17 Unrealized +70.2%
GLD SPDR Gold Shares ETF 2.0%
Value ($000) $4,961 (+9.8%) Shares 12,517 (-1.6%) Est. Cost $170.66 Unrealized
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $0 (-99.9%) Shares 3 (-99.9%) Est. Cost $83.56 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $722 (-33.5%) Shares 3,704 (-4.0%) Est. Cost $84.55 Unrealized +181.6%
JQUA JPMorgan US Quality Factor ETF 1.3%
Value ($000) $3,206 (-7.5%) Shares 50,736 (-7.9%) Est. Cost $53.48 Unrealized
VEA Vanguard FTSE Developed Markets ETF 3.7%
Value ($000) $9,310 (+2.8%) Shares 149,024 (-1.4%) Est. Cost $45.17 Unrealized
SDY State Street SPDR S&P Dividend ETF 0.8%
Value ($000) $1,970 (-9.6%) Shares 14,155 (-9.0%) Est. Cost $125.11 Unrealized
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6%
Value ($000) $1,427 (-12.2%) Shares 29,127 (-14.8%) Est. Cost $37.39 Unrealized
HD Home Depot Inc. 0.3%
Value ($000) $800 (-17.7%) Shares 2,326 (-3.1%) Est. Cost $289.80 Unrealized +25.8%
SO The Southern Company 0.5%
Value ($000) $1,203 (-12.4%) Shares 13,791 (-4.8%) Est. Cost $59.62 Unrealized +52.5%
UBS UBS Group AG 0.4%
Value ($000) $931 (-15.3%) Shares 19,927 (-26.0%) Est. Cost $17.01 Unrealized +137.6%
SRLN State Street SPDR Blackstone Senior Loan ETF 0.0%
Value ($000) $2 (-98.3%) Shares 60 (-98.3%) Est. Cost $41.58 Unrealized
XSHQ Invesco S&P SmallCap Quality ETF 0.0%
Value ($000) $52 (-69.9%) Shares 1,231 (-69.2%) Est. Cost $40.70 Unrealized
VBR Vanguard Small Cap Value Index ETF 0.1%
Value ($000) $224 (-31.0%) Shares 1,060 (-32.1%) Est. Cost $161.20 Unrealized
NLR VanEck Uranium and Nuclear ETF 0.0%
Value ($000) $62 (-61.9%) Shares 500 (-58.3%) Est. Cost $83.55 Unrealized
XLC Communication Services Select Sector SPDR ETF 1.2%
Value ($000) $2,906 (-2.3%) Shares 24,685 (-1.8%) Est. Cost $116.63 Unrealized
IJR iShares Core S&P Small-Cap ETF 1.9%
Value ($000) $4,885 (-1.4%) Shares 40,651 (-2.5%) Est. Cost $96.62 Unrealized
MDLZ Mondelez International 0.1%
Value ($000) $334 (-15.5%) Shares 6,200 (-2.0%) Est. Cost $60.37 Unrealized -5.5%
ED Consolidated Edison Inc Corp 0.3%
Value ($000) $808 (-6.9%) Shares 8,131 (-5.8%) Est. Cost $81.67 Unrealized +21.0%
IWN iShares Russell 2000 Value ETF 0.2%
Value ($000) $427 (-10.8%) Shares 2,355 (-12.9%) Est. Cost $139.59 Unrealized
VTHR Vanguard Group, Inc. Russell 3000 Index ETF 0.6%
Value ($000) $1,400 (-2.6%) Shares 4,661 (-4.6%) Est. Cost $264.37 Unrealized
CSCO Cisco Systems, Inc. 0.2%
Value ($000) $390 (+10.4%) Shares 5,068 (-1.9%) Est. Cost $43.27 Unrealized +70.5%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $173 (-16.8%) Shares 1,800 (-19.1%) Est. Cost $83.56 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $304 (-10.1%) Shares 2,121 (-3.6%) Est. Cost $132.38 Unrealized +11.2%
ENB Enbridge Inc 0.1%
Value ($000) $203 (-14.3%) Shares 4,246 (-9.6%) Est. Cost $33.44 Unrealized +40.9%
AGG iShares Core US Aggregate Bond ETF 0.3%
Value ($000) $661 (-4.8%) Shares 6,616 (-4.5%) Est. Cost $96.99 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $125 (-16.0%) Shares 1,014 (-5.3%) Est. Cost $156.94 Unrealized -18.0%
GIS General Mills Inc 0.0%
Value ($000) $89 (-20.2%) Shares 1,921 (-13.5%) Est. Cost $72.93 Unrealized -34.9%
DIHP DFA Dimensional International High Profitability ETF 0.1%
Value ($000) $313 (-6.1%) Shares 9,875 (-9.9%) Est. Cost $26.83 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $88 (-18.5%) Shares 400 (-20.0%) Est. Cost $151.85 Unrealized
VRSN Verisign, Inc 0.0%
Value ($000) $101 (-16.1%) Shares 415 (-3.5%) Est. Cost $194.81 Unrealized +28.7%
IEF iShares Barclays 7-10 Year Treasury Bond ETF 0.1%
Value ($000) $360 (-4.9%) Shares 3,747 (-4.6%) Est. Cost $96.16 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $82 (-17.3%) Shares 1,358 (-12.8%) Est. Cost $30.95 Unrealized +94.0%
MCD McDonald's Corp 0.3%
Value ($000) $632 (-1.8%) Shares 2,067 (-2.4%) Est. Cost $249.53 Unrealized +22.3%
FLRN State Street SPDR Bloomberg Investment Grade Floating Rate ETF 0.3%
Value ($000) $715 (-1.4%) Shares 23,278 (-1.0%) Est. Cost $30.85 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $48 (+19.2%) Shares 188 (-5.1%) Est. Cost $104.59 Unrealized +129.0%
MET MetLife Inc 0.0%
Value ($000) $20 (-28.1%) Shares 250 (-24.9%) Est. Cost $77.03 Unrealized +2.5%
AFL AFLAC, Inc. 0.0%
Value ($000) $25 (-23.3%) Shares 223 (-22.3%) Est. Cost $67.08 Unrealized +63.7%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $5 (-59.6%) Shares 6 (-60.0%) Est. Cost $385.87 Unrealized
AEP American Electric Power Company, Inc. 0.2%
Value ($000) $441 (+1.2%) Shares 3,825 (-1.3%) Est. Cost $79.00 Unrealized +49.0%
KO Coca-Cola Co 0.1%
Value ($000) $209 (+2.0%) Shares 2,993 (-3.2%) Est. Cost $55.18 Unrealized +25.8%
DOW Dow Inc Corp 0.0%
Value ($000) $7 (-29.5%) Shares 300 (-30.9%) Est. Cost $41.36 Unrealized -44.9%
VDC Vanguard Consumer Staples Index ETF 0.0%
Value ($000) $0 (-80.3%) Shares 2 (-80.0%) Est. Cost $195.76 Unrealized
VIS Vanguard Industrials Index ETF 0.0%
Value ($000) $1 (-71.2%) Shares 2 (-71.4%) Est. Cost $196.01 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.2%
Value ($000) $572 (-0.2%) Shares 4,052 (-1.2%) Est. Cost $111.26 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $23 (+6.2%) Shares 40 (-11.1%) Est. Cost $524.96 Unrealized +7.7%
DHR Danaher Corp 0.0%
Value ($000) $18 (+2.6%) Shares 80 (-11.1%) Est. Cost $228.42 Unrealized -3.9%
VAW Vanguard Materials Index ETF 0.0%
Value ($000) $0 (-49.3%) Shares 1 (-50.0%) Est. Cost $180.08 Unrealized

Unchanged Positions (233)

URA Global X Funds Uranium ETF 1.2%
Value ($000) $3,042 Shares 71,180 Est. Cost $27.18 Unrealized
GOOG Alphabet Inc Class C 0.4%
Value ($000) $1,111 Shares 3,540 Est. Cost $94.73 Unrealized +202.3%
AAPL Apple, Inc. 1.7%
Value ($000) $4,258 Shares 15,664 Est. Cost $142.37 Unrealized +88.5%
MU Micron Technology Inc 0.2%
Value ($000) $571 Shares 2,000 Est. Cost $53.81 Unrealized +326.2%
MRK Merck & Co., Inc. 0.3%
Value ($000) $770 Shares 7,312 Est. Cost $93.55 Unrealized -0.3%
TMUS T-Mobile US Inc 0.3%
Value ($000) $859 Shares 4,233 Est. Cost $138.81 Unrealized +52.2%
LLY Eli Lilly and Co Corp 0.2%
Value ($000) $455 Shares 423 Est. Cost $407.31 Unrealized +134.6%
LIN Linde PLC 0.4%
Value ($000) $1,109 Shares 2,600 Est. Cost $322.30 Unrealized +32.6%
COST Costco Wholesale Corp 0.7%
Value ($000) $1,687 Shares 1,956 Est. Cost $472.48 Unrealized +91.7%
PHM PulteGroup Inc 0.4%
Value ($000) $933 Shares 7,954 Est. Cost $41.03 Unrealized +198.4%
ISRG Intuitive Surgical Inc 0.2%
Value ($000) $560 Shares 989 Est. Cost $268.15 Unrealized +98.5%
JNJ Johnson & Johnson 0.4%
Value ($000) $1,126 Shares 5,443 Est. Cost $155.89 Unrealized +26.4%
AXP American Express Co. 0.4%
Value ($000) $1,084 Shares 2,931 Est. Cost $144.48 Unrealized +147.1%
WSO Watsco Inc 0.2%
Value ($000) $511 Shares 1,518 Est. Cost $262.94 Unrealized +35.8%
WMT Walmart Inc 0.5%
Value ($000) $1,360 Shares 12,210 Est. Cost $53.35 Unrealized +101.0%
HPQ HP Inc 0.2%
Value ($000) $433 Shares 19,453 Est. Cost $24.56 Unrealized +2.8%
AMZN Amazon.com, Inc. 0.8%
Value ($000) $1,907 Shares 8,264 Est. Cost $100.81 Unrealized +126.9%
MPC Marathon Petroleum Corp 0.2%
Value ($000) $479 Shares 2,947 Est. Cost $106.44 Unrealized +75.1%
BMY Bristol Myers Squibb Corp 0.2%
Value ($000) $565 Shares 10,469 Est. Cost $64.96 Unrealized -26.8%
BRO Brown & Brown Inc 0.2%
Value ($000) $424 Shares 5,324 Est. Cost $57.30 Unrealized +45.5%
CTAS Cintas Corp 0.3%
Value ($000) $804 Shares 4,274 Est. Cost $169.20 Unrealized +11.2%
AIG American International Group Inc 0.3%
Value ($000) $862 Shares 10,073 Est. Cost $54.21 Unrealized +47.0%
AMGN Amgen, Inc. 0.2%
Value ($000) $502 Shares 1,534 Est. Cost $241.87 Unrealized +30.6%
HOMB Home BancShares, Inc. 1.4%
Value ($000) $3,598 Shares 129,511 Est. Cost $24.25 Unrealized +14.4%
MO Altria Group Inc 0.2%
Value ($000) $459 Shares 7,969 Est. Cost $35.03 Unrealized +69.5%
VNQ Vanguard Real Estate ETF 0.6%
Value ($000) $1,406 Shares 15,892 Est. Cost $82.49 Unrealized
IVV iShares Core S&P 500 ETF 1.0%
Value ($000) $2,629 Shares 3,839 Est. Cost $387.58 Unrealized
BAC Bank Of America Corp 0.4%
Value ($000) $985 Shares 17,911 Est. Cost $31.71 Unrealized +66.1%
JEF Jefferies Financial Group Inc 0.4%
Value ($000) $901 Shares 14,534 Est. Cost $30.12 Unrealized +88.2%
EIX Edison International Corp 0.2%
Value ($000) $600 Shares 10,000 Est. Cost $53.19 Unrealized +7.8%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $303 Shares 1,178 Est. Cost $228.88 Unrealized +15.7%
META Meta Platforms, Inc. Cl A 0.1%
Value ($000) $363 Shares 550 Est. Cost $492.76 Unrealized +35.4%
IJH iShares Core S&P Mid-Cap ETF 2.6%
Value ($000) $6,517 Shares 98,741 Est. Cost $95.70 Unrealized
RTX RTX Corp 0.2%
Value ($000) $444 Shares 2,423 Est. Cost $90.36 Unrealized +91.8%
LOW Lowe's Companies, Inc. 0.4%
Value ($000) $916 Shares 3,799 Est. Cost $189.04 Unrealized +26.9%
XOM Exxon Mobil Corp 0.3%
Value ($000) $667 Shares 5,545 Est. Cost $97.34 Unrealized +18.6%
JPM JPMorgan Chase & Co. 0.6%
Value ($000) $1,554 Shares 4,824 Est. Cost $118.42 Unrealized +161.4%
GOOGL Alphabet Inc Cl A 0.1%
Value ($000) $145 Shares 463 Est. Cost $121.16 Unrealized +135.7%
NUE Nucor Corp 0.1%
Value ($000) $191 Shares 1,169 Est. Cost $129.61 Unrealized +15.6%
CVX Chevron Corp 0.5%
Value ($000) $1,308 Shares 8,583 Est. Cost $152.53 Unrealized -0.7%
ABT Abbott Laboratories 0.2%
Value ($000) $443 Shares 3,535 Est. Cost $97.92 Unrealized +30.0%
BIIB Biogen Inc Com 0.1%
Value ($000) $141 Shares 800 Est. Cost $282.44 Unrealized -42.2%
CAT Caterpillar Inc 0.1%
Value ($000) $162 Shares 283 Est. Cost $280.46 Unrealized +98.1%
PAYX Paychex Inc 0.1%
Value ($000) $202 Shares 1,798 Est. Cost $106.71 Unrealized +9.2%
SAP SAP SE 0.1%
Value ($000) $255 Shares 1,050 Est. Cost $103.19 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $409 Shares 2,357 Est. Cost $152.21 Unrealized +12.2%
T AT&T Corp 0.1%
Value ($000) $175 Shares 7,059 Est. Cost $15.03 Unrealized +68.2%
WFC Wells Fargo & Co 0.1%
Value ($000) $237 Shares 2,539 Est. Cost $40.83 Unrealized +112.2%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $98 Shares 970 Est. Cost $113.09 Unrealized -4.1%
CAH Cardinal Health Inc 0.0%
Value ($000) $94 Shares 459 Est. Cost $71.56 Unrealized +162.3%
HON Honeywell International Inc 0.1%
Value ($000) $268 Shares 1,376 Est. Cost $177.89 Unrealized +9.6%
VZ Verizon Communications Inc 0.1%
Value ($000) $266 Shares 6,526 Est. Cost $31.79 Unrealized +27.3%
IAU iShares Gold Trust ETF 0.1%
Value ($000) $203 Shares 2,500 Est. Cost $59.75 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $178 Shares 1,000 Est. Cost $76.65 Unrealized +117.2%
DUK Duke Energy Corp 0.1%
Value ($000) $327 Shares 2,791 Est. Cost $84.80 Unrealized +43.4%
LNT Alliant Energy Corp 0.2%
Value ($000) $488 Shares 7,500 Est. Cost $48.55 Unrealized +37.6%
LMT Lockheed Martin Corp 0.2%
Value ($000) $418 Shares 865 Est. Cost $424.04 Unrealized +12.3%
ETN Eaton Corp PLC 0.0%
Value ($000) $91 Shares 285 Est. Cost $211.11 Unrealized +67.9%
NEE Nextera Energy Inc 0.1%
Value ($000) $282 Shares 3,508 Est. Cost $71.69 Unrealized +15.1%
PEP Pepsico, Inc. 0.3%
Value ($000) $689 Shares 4,804 Est. Cost $161.29 Unrealized -9.5%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $88 Shares 960 Est. Cost $67.80 Unrealized
BX Blackstone, Inc. 0.1%
Value ($000) $128 Shares 833 Est. Cost $115.29 Unrealized +31.4%
TJX TJX Companies Inc 0.1%
Value ($000) $235 Shares 1,532 Est. Cost $81.94 Unrealized +80.2%
BLK Blackrock Funding, Inc. 0.1%
Value ($000) $155 Shares 145 Est. Cost $959.66 Unrealized +13.5%
COF Capital One Financial Corp 0.0%
Value ($000) $105 Shares 432 Est. Cost $180.10 Unrealized +23.4%
BAX Baxter International Inc Corp 0.0%
Value ($000) $63 Shares 3,315 Est. Cost $49.63 Unrealized -59.7%
TRV Travelers Companies Inc 0.1%
Value ($000) $316 Shares 1,091 Est. Cost $221.78 Unrealized +26.5%
PM Philip Morris International Inc 0.4%
Value ($000) $980 Shares 6,109 Est. Cost $81.30 Unrealized +88.9%
V Visa Inc Com Cl A 0.2%
Value ($000) $402 Shares 1,145 Est. Cost $198.58 Unrealized +71.4%
IWP iShares Russell Mid-Cap Growth ETF 0.1%
Value ($000) $258 Shares 1,884 Est. Cost $125.50 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $143 Shares 250 Est. Cost $495.16 Unrealized +16.9%
ALL Allstate Corp 0.1%
Value ($000) $312 Shares 1,500 Est. Cost $121.42 Unrealized +68.1%
KLAC KLA Corp 0.0%
Value ($000) $85 Shares 70 Est. Cost $477.04 Unrealized +145.7%
PSX Phillips 66 Corp 0.1%
Value ($000) $146 Shares 1,130 Est. Cost $95.99 Unrealized +39.6%
UNH UnitedHealth Group, Inc. 0.1%
Value ($000) $170 Shares 514 Est. Cost $499.05 Unrealized -32.4%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $322 Shares 3,602 Est. Cost $69.97 Unrealized
HAL Halliburton Corp 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $32.98 Unrealized -20.3%
COP Conocophillips 0.2%
Value ($000) $479 Shares 5,119 Est. Cost $108.11 Unrealized -16.7%
SMH VanEck Semiconductor ETF 0.0%
Value ($000) $72 Shares 200 Est. Cost $245.07 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $132 Shares 1,666 Est. Cost $76.63 Unrealized +2.7%
NSC Norfolk Southern Corp 0.1%
Value ($000) $159 Shares 551 Est. Cost $220.43 Unrealized +30.9%
XEL Xcel Energy Inc 0.0%
Value ($000) $70 Shares 947 Est. Cost $59.61 Unrealized +31.3%
NKE Nike Inc Cl B 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $95.30 Unrealized -31.9%
WELL Welltower Inc Com 0.1%
Value ($000) $137 Shares 740 Est. Cost $128.69 Unrealized +44.9%
CARR Carrier Global Corp 0.0%
Value ($000) $42 Shares 799 Est. Cost $38.88 Unrealized +42.8%
ITOT Blackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf 0.1%
Value ($000) $264 Shares 1,773 Est. Cost $128.62 Unrealized
DD Dupont De Nemours Inc Corp 0.0%
Value ($000) $6 Shares 141 Est. Cost $25.00 Unrealized +49.6%
CMI Cummins Inc. Ordinary Shares 0.0%
Value ($000) $31 Shares 60 Est. Cost $276.13 Unrealized +68.9%
GD General Dynamics 0.2%
Value ($000) $404 Shares 1,199 Est. Cost $229.75 Unrealized +48.4%
ABBV Abbvie Inc 0.1%
Value ($000) $377 Shares 1,651 Est. Cost $139.05 Unrealized +63.6%
NVS Novartis AG ADR 0.0%
Value ($000) $69 Shares 500 Est. Cost $101.28 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $81 Shares 330 Est. Cost $197.50 Unrealized +25.3%
MCK Mckesson Corp 0.0%
Value ($000) $81 Shares 99 Est. Cost $553.03 Unrealized +47.5%
ADBE Adobe Inc 0.2%
Value ($000) $597 Shares 1,707 Est. Cost $319.83 Unrealized +6.3%
DTE DTE Energy Co 0.0%
Value ($000) $45 Shares 350 Est. Cost $101.47 Unrealized +32.8%
WSM Williams-Sonoma Inc 0.0%
Value ($000) $45 Shares 254 Est. Cost $98.61 Unrealized +89.9%
O Realty Income Corp REIT 0.0%
Value ($000) $54 Shares 966 Est. Cost $54.51 Unrealized +5.2%
PFE Pfizer Inc 0.1%
Value ($000) $177 Shares 7,108 Est. Cost $39.61 Unrealized -36.8%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $16 Shares 75 Est. Cost $108.55 Unrealized +106.9%
LUV Southwest Airlines 0.0%
Value ($000) $17 Shares 400 Est. Cost $29.68 Unrealized +17.2%
SPGI S&P Global, Inc. 0.0%
Value ($000) $52 Shares 100 Est. Cost $337.19 Unrealized +46.6%
QCOM Qualcomm Inc 0.1%
Value ($000) $129 Shares 755 Est. Cost $132.04 Unrealized +29.4%
QQQ Invesco QQQ Trust Series 1 ETF 0.1%
Value ($000) $154 Shares 250 Est. Cost $369.42 Unrealized
VOO Vanguard 500 Index ETF 0.1%
Value ($000) $140 Shares 224 Est. Cost $513.91 Unrealized
IBM International Business Machines Corp 0.0%
Value ($000) $67 Shares 227 Est. Cost $128.75 Unrealized +132.1%
AMT American Tower Corp REIT 0.0%
Value ($000) $33 Shares 190 Est. Cost $183.02 Unrealized -1.5%
WBD Warner Bros Discovery, Inc. Cl A 0.0%
Value ($000) $10 Shares 339 Est. Cost $11.29 Unrealized +107.0%
C Citigroup Inc 0.0%
Value ($000) $23 Shares 195 Est. Cost $42.97 Unrealized +141.2%
CB Chubb Limited Com 0.0%
Value ($000) $29 Shares 92 Est. Cost $255.37 Unrealized +14.5%
EVRG Evergy Inc 0.0%
Value ($000) $56 Shares 777 Est. Cost $52.51 Unrealized +43.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $27 Shares 300 Est. Cost $112.86 Unrealized -16.2%
UNP Union Pacific Corp. 0.0%
Value ($000) $105 Shares 455 Est. Cost $197.71 Unrealized +15.0%
MAS Masco Corp 0.0%
Value ($000) $21 Shares 325 Est. Cost $73.59 Unrealized -12.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $32 Shares 100 Est. Cost $262.45 Unrealized +27.3%
FDN FirstTrust Dow Jones Internet ETF 0.0%
Value ($000) $48 Shares 180 Est. Cost $243.17 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $19 Shares 299 Est. Cost $58.27 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $131.29 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $35 Shares 496 Est. Cost $67.83 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $38 Shares 1,607 Est. Cost $27.69 Unrealized -17.0%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $80 Shares 207 Est. Cost $340.53 Unrealized
KR The Kroger Co 0.0%
Value ($000) $19 Shares 312 Est. Cost $42.86 Unrealized +52.2%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $127 Shares 436 Est. Cost $229.46 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $10 Shares 285 Est. Cost $17.05 Unrealized +99.1%
ADI Analog Devices Inc 0.0%
Value ($000) $15 Shares 54 Est. Cost $153.33 Unrealized +63.5%
AEE Ameren Corp 0.0%
Value ($000) $30 Shares 300 Est. Cost $76.15 Unrealized +33.9%
VUG Vanguard Growth ETF 0.0%
Value ($000) $80 Shares 163 Est. Cost $479.61 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $11 Shares 155 Est. Cost $73.92 Unrealized +2.1%
YUM Yum! Brands Inc 0.1%
Value ($000) $272 Shares 1,800 Est. Cost $115.05 Unrealized +28.4%
CFR Cullen/Frost Bankers Inc 0.5%
Value ($000) $1,149 Shares 9,075 Est. Cost $123.62 Unrealized +1.0%
MMM 3M Company 0.0%
Value ($000) $39 Shares 245 Est. Cost $89.55 Unrealized +82.2%
GLW Corning Inc 0.0%
Value ($000) $19 Shares 215 Est. Cost $32.92 Unrealized +161.2%
MA Mastercard, Inc. 0.1%
Value ($000) $323 Shares 565 Est. Cost $347.96 Unrealized +60.6%
DTM DT Midstream Inc. 0.0%
Value ($000) $21 Shares 175 Est. Cost $49.92 Unrealized +129.0%
VB Vanguard Small-Cap Index ETF 0.0%
Value ($000) $79 Shares 305 Est. Cost $187.08 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $32 Shares 175 Est. Cost $190.89 Unrealized -4.6%
VTWV Vanguard Russell 2000 Value ETF 0.0%
Value ($000) $44 Shares 272 Est. Cost $140.96 Unrealized
GRMN Garmin Ltd Corp 0.0%
Value ($000) $5 Shares 25 Est. Cost $82.67 Unrealized +162.1%
BTI British American Tobacco PLC 0.0%
Value ($000) $17 Shares 300 Est. Cost $39.98 Unrealized
USB US Bancorp 0.0%
Value ($000) $11 Shares 206 Est. Cost $38.52 Unrealized +26.5%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $6 Shares 50 Est. Cost $143.20 Unrealized -9.0%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $42 Shares 765 Est. Cost $37.90 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $12 Shares 102 Est. Cost $55.54 Unrealized +106.7%
HRB H&R Block Inc. Ordinary Shares 0.0%
Value ($000) $6 Shares 140 Est. Cost $56.45 Unrealized -17.8%
OKE Oneok Inc 0.1%
Value ($000) $134 Shares 1,819 Est. Cost $55.40 Unrealized +27.2%
GSK GSK PLC 0.0%
Value ($000) $8 Shares 164 Est. Cost $38.40 Unrealized
VTWG Vanguard Russell 2000 Growth ETF 0.0%
Value ($000) $98 Shares 416 Est. Cost $207.49 Unrealized
CI The Cigna Corp 0.0%
Value ($000) $19 Shares 70 Est. Cost $301.42 Unrealized -7.4%
FOXA Fox Corporation Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 90 Est. Cost $52.50 Unrealized +24.5%
IJJ iShares S&P Mid- Cap 400 Value ETF 0.0%
Value ($000) $63 Shares 475 Est. Cost $100.80 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $98 Shares 4,856 Est. Cost $18.23 Unrealized +8.6%
SYK Stryker Corp 0.0%
Value ($000) $17 Shares 48 Est. Cost $305.03 Unrealized +19.2%
LH Labcorp Holdings Inc. 0.0%
Value ($000) $6 Shares 24 Est. Cost $241.79 Unrealized +9.7%
TSN Tyson Foods Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.06 Unrealized -0.8%
LYV Live Nation Entertainment Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.67 Unrealized +4.4%
CAG Conagra Foods Inc Com 0.0%
Value ($000) $14 Shares 834 Est. Cost $29.50 Unrealized -40.2%
IYW Blackrock Institutional Trust Company N.A. Ishares U.S. Technology Etf 0.0%
Value ($000) $43 Shares 214 Est. Cost $74.49 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $99 Shares 1,069 Est. Cost $60.82 Unrealized +55.4%
INTC Intel Corp 0.0%
Value ($000) $9 Shares 236 Est. Cost $26.34 Unrealized +43.3%
UPS United Parcel Service, Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $138.76 Unrealized -33.2%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $40 Shares 600 Est. Cost $49.36 Unrealized
INGR Ingredion, Inc. Corp 0.0%
Value ($000) $7 Shares 63 Est. Cost $100.33 Unrealized +12.4%
CPB The Campbell's Company 0.0%
Value ($000) $6 Shares 200 Est. Cost $40.14 Unrealized -25.1%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $7 Shares 28 Est. Cost $259.36 Unrealized -3.0%
EMR Emerson Electric Co 0.0%
Value ($000) $61 Shares 457 Est. Cost $85.74 Unrealized +54.4%
NEM Newmont Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 45 Est. Cost $52.90 Unrealized +70.5%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value ($000) $32 Shares 162 Est. Cost $179.30 Unrealized
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $17 Shares 75 Est. Cost $150.92 Unrealized +53.2%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $29 Shares 234 Est. Cost $58.50 Unrealized
ACN Accenture PLC Cl A 0.0%
Value ($000) $7 Shares 27 Est. Cost $271.26 Unrealized -6.3%
DIS Walt Disney Co 0.0%
Value ($000) $89 Shares 783 Est. Cost $93.45 Unrealized +17.2%
TGT Target Corp 0.0%
Value ($000) $7 Shares 70 Est. Cost $132.27 Unrealized -30.7%
TFC Truist Financial Corp 0.0%
Value ($000) $8 Shares 161 Est. Cost $40.92 Unrealized +11.9%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $13.48 Unrealized +73.9%
CEG Constellation Energy Corp 0.0%
Value ($000) $8 Shares 22 Est. Cost $263.84 Unrealized +37.7%
SPSM SPDR Series Trust Portfolio S&P 600 Small Cap ETF 0.0%
Value ($000) $46 Shares 973 Est. Cost $40.02 Unrealized
PYPL Paypal Holdings Inc Ordinary Shares 0.0%
Value ($000) $4 Shares 60 Est. Cost $68.32 Unrealized -5.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.0%
Value ($000) $117 Shares 2,333 Est. Cost $49.49 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $6 Shares 259 Est. Cost $32.51 Unrealized -24.2%
IP International Paper Co 0.0%
Value ($000) $3 Shares 65 Est. Cost $45.98 Unrealized -11.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $19 Shares 100 Est. Cost $140.37 Unrealized
BDX Becton Dickinson & Co. 0.0%
Value ($000) $13 Shares 65 Est. Cost $223.22 Unrealized -15.1%
GE General Electric Co 0.0%
Value ($000) $19 Shares 61 Est. Cost $187.77 Unrealized +60.2%
SHEL Shell PLC ADR 0.0%
Value ($000) $16 Shares 215 Est. Cost $60.65 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $9 Shares 92 Est. Cost $83.15 Unrealized +13.9%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $22 Shares 153 Est. Cost $108.21 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $20 Shares 122 Est. Cost $138.63 Unrealized +24.3%
FTCS FirstTrust Capital Strength ETF 0.0%
Value ($000) $30 Shares 320 Est. Cost $82.65 Unrealized
IJK iShare S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $34 Shares 350 Est. Cost $68.30 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $4 Shares 56 Est. Cost $100.98 Unrealized -20.5%
LHX L3harris Technologies Inc 0.0%
Value ($000) $8 Shares 26 Est. Cost $211.01 Unrealized +36.7%
KMI Kinder Morgan Inc Class P 0.0%
Value ($000) $10 Shares 369 Est. Cost $15.18 Unrealized +77.2%
SLB SLB Limited 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.94 Unrealized +6.3%
HYLB DBX ETF Trust Xtrackers USD High Yield Corporate Bond 0.0%
Value ($000) $39 Shares 1,056 Est. Cost $36.15 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $2 Shares 137 Est. Cost $33.67 Unrealized -70.8%
SUSC iShares ESG Aware USD Corporate Bond ETF 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $23.09 Unrealized
CRM Salesforce.com 0.0%
Value ($000) $3 Shares 10 Est. Cost $221.51 Unrealized +12.0%
GEV GE Vernova Corp 0.0%
Value ($000) $5 Shares 7 Est. Cost $415.97 Unrealized +46.4%
USMV iShares MSCI USA Min Vol Factor ETF 0.0%
Value ($000) $24 Shares 258 Est. Cost $91.31 Unrealized
DE Deere & Co 0.0%
Value ($000) $14 Shares 29 Est. Cost $431.59 Unrealized +8.4%
TOL Toll Brothers Inc 0.0%
Value ($000) $10 Shares 75 Est. Cost $121.04 Unrealized +12.1%
MDT Medtronic PLC 0.0%
Value ($000) $23 Shares 244 Est. Cost $74.07 Unrealized +31.1%
CL Colgate-Palmolive Co 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.81 Unrealized +10.6%
OMC Omnicom Group Inc 0.0%
Value ($000) $19 Shares 230 Est. Cost $66.68 Unrealized +13.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $64.70 Unrealized -35.8%
BKNG Booking Holdings Inc. 0.0%
Value ($000) $21 Shares 4 Est. Cost $3067.93 Unrealized +67.5%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $19 Shares 59 Est. Cost $260.74 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $71 Shares 500 Est. Cost $129.01 Unrealized
AVY Avery Dennison Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 8 Est. Cost $172.71 Unrealized -0.2%
RF Regions Financial Corp 0.0%
Value ($000) $6 Shares 215 Est. Cost $20.58 Unrealized +23.3%
DFAE Dimensional ETF Trust Emerging Core Equity Market 0.0%
Value ($000) $4 Shares 133 Est. Cost $25.37 Unrealized
MTB M&T Bank Corp 0.0%
Value ($000) $7 Shares 35 Est. Cost $147.80 Unrealized +28.6%
WM Waste Management Inc 0.0%
Value ($000) $26 Shares 117 Est. Cost $229.63 Unrealized -7.4%
NVDA NVIDIA Corp. 0.1%
Value ($000) $281 Shares 1,506 Est. Cost $106.38 Unrealized +75.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $8 Shares 60 Est. Cost $78.90 Unrealized +65.7%
EXC Exelon Corp 0.0%
Value ($000) $3 Shares 67 Est. Cost $43.57 Unrealized +4.3%
WHR Whirlpool Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $142.19 Unrealized -48.1%
SBUX Starbucks Corp 0.0%
Value ($000) $19 Shares 231 Est. Cost $91.27 Unrealized -7.9%
HLN Haleon PLC ADR 0.0%
Value ($000) $1 Shares 71 Est. Cost $8.00 Unrealized
MKC McCormick & Company Inc 0.0%
Value ($000) $4 Shares 55 Est. Cost $73.41 Unrealized -10.2%
SOLV Solventum Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $60.70 Unrealized +26.2%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.54 Unrealized +12.0%
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B 0.1%
Value ($000) $309 Shares 615 Est. Cost $309.86 Unrealized +60.6%
D Dominion Energy Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.16 Unrealized +12.4%
FDS Factset Research System 0.0%
Value ($000) $4 Shares 13 Est. Cost $412.86 Unrealized -32.2%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $17.38 Unrealized +56.0%
EMN Eastman Chemical Co 0.0%
Value ($000) $2 Shares 29 Est. Cost $71.13 Unrealized -14.3%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $26.78 Unrealized +45.1%
OXY/WS Occidental Petroleum Corp. Warrants (03/08/2027) 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.23 Unrealized
FUTY Fidelity MSCI Utilities Index ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $44.02 Unrealized
Duff & Phelps Investment Management Co. Dtf Tax-Free Income 2028 Term Fund Inc 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $10.91 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $103.29 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.24 Unrealized +11.2%
SPEM SPDR Portfolio Emerging Markets ETF 0.0%
Value ($000) $29 Shares 621 Est. Cost $39.37 Unrealized