Valued Wealth Advisors LLC Diversified Active

Location: Holladay, UT

CIK: 0002007175 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 21, 2026

Total Value: $275M (100.0% shares, 0.0% debt)

Holdings (913)

New Positions (193)

SGOV ISHARES TR 0.6%
Value $1.703M Shares 16,912 Est. Cost $100.67 Unrealized
IWY ISHARES TR 0.0%
Value $86,335 Shares 297 Est. Cost $290.69 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $83,923 Shares 277 Est. Cost $302.97 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $47,666 Shares 91 Est. Cost $523.80 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $43,695 Shares 195 Est. Cost $224.08 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $41,564 Shares 188 Est. Cost $221.09 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $21,191 Shares 246 Est. Cost $86.14 Unrealized
MATX MATSON INC 0.0%
Value $20,569 Shares 107 Est. Cost $192.23 Unrealized
LEA LEAR CORP 0.0%
Value $19,975 Shares 149 Est. Cost $134.06 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $19,816 Shares 694 Est. Cost $28.55 Unrealized
AVT AVNET INC 0.0%
Value $18,297 Shares 206 Est. Cost $88.82 Unrealized
CBT CABOT CORP 0.0%
Value $15,167 Shares 167 Est. Cost $90.82 Unrealized
SNEX STONEX GROUP INC 0.0%
Value $14,457 Shares 122 Est. Cost $118.50 Unrealized
ALKS ALKERMES PLC 0.0%
Value $12,680 Shares 242 Est. Cost $52.40 Unrealized
PLXS PLEXUS CORP 0.0%
Value $12,328 Shares 41 Est. Cost $300.68 Unrealized
PSMT PRICESMART INC 0.0%
Value $11,330 Shares 58 Est. Cost $195.34 Unrealized
R RYDER SYS INC 0.0%
Value $10,551 Shares 40 Est. Cost $263.77 Unrealized
CNO CNO FINL GROUP INC 0.0%
Value $9,228 Shares 181 Est. Cost $50.98 Unrealized
GATX GATX CORP 0.0%
Value $8,151 Shares 46 Est. Cost $177.20 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value $7,923 Shares 37 Est. Cost $214.14 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value $7,852 Shares 146 Est. Cost $53.78 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value $7,654 Shares 95 Est. Cost $80.57 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value $7,595 Shares 48 Est. Cost $158.23 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value $7,188 Shares 252 Est. Cost $28.52 Unrealized
AX AXOS FINANCIAL INC 0.0%
Value $7,110 Shares 73 Est. Cost $97.40 Unrealized
RDN RADIAN GROUP INC 0.0%
Value $6,856 Shares 182 Est. Cost $37.67 Unrealized
FCEL FUELCELL ENERGY INC 0.0%
Value $6,805 Shares 189 Est. Cost $36.01 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value $6,668 Shares 146 Est. Cost $45.67 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value $6,303 Shares 121 Est. Cost $52.09 Unrealized
TEX TEREX CORP NEW 0.0%
Value $6,226 Shares 86 Est. Cost $72.40 Unrealized
TDS TELEPHONE & DATA SYS INC 0.0%
Value $5,922 Shares 160 Est. Cost $37.01 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value $5,679 Shares 76 Est. Cost $74.72 Unrealized
SKYW SKYWEST INC 0.0%
Value $5,364 Shares 54 Est. Cost $99.33 Unrealized
SIG SIGNET JEWELERS LIMITED 0.0%
Value $5,000 Shares 58 Est. Cost $86.21 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $4,996 Shares 13 Est. Cost $384.31 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $4,966 Shares 158 Est. Cost $31.43 Unrealized
PHIN PHINIA INC 0.0%
Value $4,943 Shares 60 Est. Cost $82.38 Unrealized
LIVN LIVANOVA PLC 0.0%
Value $4,852 Shares 59 Est. Cost $82.24 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $4,840 Shares 151 Est. Cost $32.05 Unrealized
RUSHA RUSH ENTERPRISES INC 0.0%
Value $4,818 Shares 66 Est. Cost $73.00 Unrealized
PII POLARIS INC 0.0%
Value $4,791 Shares 70 Est. Cost $68.44 Unrealized
ARCB ARCBEST CORP 0.0%
Value $4,737 Shares 33 Est. Cost $143.55 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value $4,564 Shares 55 Est. Cost $82.98 Unrealized
FBP FIRST BANCORP CORPORATION 0.0%
Value $4,328 Shares 166 Est. Cost $26.07 Unrealized
YETI YETI HLDGS INC 0.0%
Value $4,312 Shares 87 Est. Cost $49.56 Unrealized
WERN WERNER ENTERPRISES INC 0.0%
Value $4,187 Shares 96 Est. Cost $43.61 Unrealized
HCC WARRIOR MET COAL INC 0.0%
Value $4,140 Shares 51 Est. Cost $81.18 Unrealized
BHE BENCHMARK ELECTRS INC 0.0%
Value $4,053 Shares 41 Est. Cost $98.85 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value $3,898 Shares 49 Est. Cost $79.55 Unrealized
ATKR ATKORE INC 0.0%
Value $3,879 Shares 51 Est. Cost $76.06 Unrealized
ESNT ESSENT GROUP LTD 0.0%
Value $3,793 Shares 59 Est. Cost $64.29 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value $3,669 Shares 150 Est. Cost $24.46 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value $3,590 Shares 37 Est. Cost $97.03 Unrealized
IBOC INTERNATIONAL BANCSHARES COR 0.0%
Value $3,570 Shares 47 Est. Cost $75.96 Unrealized
TILE INTERFACE INC 0.0%
Value $3,549 Shares 99 Est. Cost $35.85 Unrealized
ENS ENERSYS 0.0%
Value $3,512 Shares 15 Est. Cost $234.13 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $3,418 Shares 20 Est. Cost $170.90 Unrealized
OII OCEANEERING INTL INC 0.0%
Value $3,364 Shares 83 Est. Cost $40.53 Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value $3,293 Shares 28 Est. Cost $117.61 Unrealized
MHO M/I HOMES INC 0.0%
Value $3,216 Shares 20 Est. Cost $160.80 Unrealized
AGX ARGAN INC 0.0%
Value $3,195 Shares 4 Est. Cost $798.75 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $3,171 Shares 21 Est. Cost $151.00 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $3,077 Shares 26 Est. Cost $118.35 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value $3,000 Shares 124 Est. Cost $24.19 Unrealized
KEX KIRBY CORP 0.0%
Value $2,992 Shares 22 Est. Cost $136.00 Unrealized
DAN DANA INC 0.0%
Value $2,939 Shares 108 Est. Cost $27.21 Unrealized
KALU KAISER ALUMINIUM CORPORATION 0.0%
Value $2,935 Shares 15 Est. Cost $195.67 Unrealized
KSS KOHLS CORP 0.0%
Value $2,924 Shares 165 Est. Cost $17.72 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value $2,921 Shares 330 Est. Cost $8.85 Unrealized
TRN TRINITY INDS INC 0.0%
Value $2,905 Shares 84 Est. Cost $34.58 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value $2,863 Shares 46 Est. Cost $62.24 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $2,858 Shares 433 Est. Cost $6.60 Unrealized
NMIH NMI HLDGS INC 0.0%
Value $2,754 Shares 67 Est. Cost $41.10 Unrealized
BKU BANKUNITED INC 0.0%
Value $2,714 Shares 56 Est. Cost $48.46 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value $2,646 Shares 33 Est. Cost $80.18 Unrealized
GNW GENWORTH FINL INC 0.0%
Value $2,605 Shares 275 Est. Cost $9.47 Unrealized
KMT KENNAMETAL INC 0.0%
Value $2,594 Shares 74 Est. Cost $35.05 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value $2,574 Shares 36 Est. Cost $71.50 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value $2,554 Shares 54 Est. Cost $47.30 Unrealized
MYRG MYR GROUP INC 0.0%
Value $2,502 Shares 5 Est. Cost $500.40 Unrealized
PLUS EPLUS INC 0.0%
Value $2,497 Shares 30 Est. Cost $83.23 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value $2,491 Shares 68 Est. Cost $36.63 Unrealized
BLBD BLUE BIRD CORP 0.0%
Value $2,448 Shares 31 Est. Cost $78.97 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value $2,426 Shares 141 Est. Cost $17.21 Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value $2,418 Shares 39 Est. Cost $62.00 Unrealized
THO THOR INDS INC 0.0%
Value $2,406 Shares 32 Est. Cost $75.19 Unrealized
ASB ASSOCIATED BANC-CORP 0.0%
Value $2,401 Shares 78 Est. Cost $30.78 Unrealized
VC VISTEON CORP 0.0%
Value $2,382 Shares 24 Est. Cost $99.25 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $2,347 Shares 159 Est. Cost $14.76 Unrealized
CC CHEMOURS CO 0.0%
Value $2,340 Shares 114 Est. Cost $20.53 Unrealized
VSCO VICTORIAS SECRET AND CO 0.0%
Value $2,338 Shares 28 Est. Cost $83.50 Unrealized
LZB LA Z BOY INC 0.0%
Value $2,207 Shares 55 Est. Cost $40.13 Unrealized
WAFD WAFD INC 0.0%
Value $2,188 Shares 57 Est. Cost $38.39 Unrealized
VAL VALARIS LTD 0.0%
Value $2,178 Shares 30 Est. Cost $72.60 Unrealized
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value $2,164 Shares 35 Est. Cost $61.83 Unrealized
NTB BANK OF N T BUTTERFIELD & SO 0.0%
Value $2,142 Shares 36 Est. Cost $59.50 Unrealized
CRH CRH PLC 0.0%
Value $2,140 Shares 20 Est. Cost $107.00 Unrealized
PLMR PALOMAR HLDGS INC 0.0%
Value $2,023 Shares 16 Est. Cost $126.44 Unrealized
SPNT SIRIUSPOINT LTD 0.0%
Value $2,016 Shares 84 Est. Cost $24.00 Unrealized
TCBI TEXAS CAP BANCSHARES INC 0.0%
Value $1,962 Shares 19 Est. Cost $103.26 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $1,954 Shares 1 Est. Cost $1954.00 Unrealized
PLAB PHOTRONICS INC 0.0%
Value $1,952 Shares 60 Est. Cost $32.53 Unrealized
CRI CARTERS INC 0.0%
Value $1,935 Shares 47 Est. Cost $41.17 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value $1,933 Shares 170 Est. Cost $11.37 Unrealized
LCII LCI INDS 0.0%
Value $1,906 Shares 18 Est. Cost $105.89 Unrealized
TBBK BANCORP INC DEL 0.0%
Value $1,880 Shares 30 Est. Cost $62.67 Unrealized
LPG DORIAN LPG LTD 0.0%
Value $1,879 Shares 54 Est. Cost $34.80 Unrealized
PACS PACS GROUP INC 0.0%
Value $1,877 Shares 44 Est. Cost $42.66 Unrealized
AIN ALBANY INTL CORP 0.0%
Value $1,866 Shares 25 Est. Cost $74.64 Unrealized
CENTA CENTRAL GARDEN & PET CO 0.0%
Value $1,861 Shares 48 Est. Cost $38.77 Unrealized
BJRI BJS RESTAURANTS INC 0.0%
Value $1,823 Shares 30 Est. Cost $60.77 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value $1,802 Shares 61 Est. Cost $29.54 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 0.0%
Value $1,801 Shares 21 Est. Cost $85.76 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $1,794 Shares 9 Est. Cost $199.33 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value $1,770 Shares 102 Est. Cost $17.35 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value $1,732 Shares 25 Est. Cost $69.28 Unrealized
DBD DIEBOLD NIXDORF INC 0.0%
Value $1,701 Shares 20 Est. Cost $85.05 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value $1,687 Shares 17 Est. Cost $99.24 Unrealized
VCTR VICTORY CAP HLDGS INC DEL 0.0%
Value $1,682 Shares 20 Est. Cost $84.10 Unrealized
GBX GREENBRIER COS INC 0.0%
Value $1,667 Shares 34 Est. Cost $49.03 Unrealized
SLVM SYLVAMO CORP 0.0%
Value $1,664 Shares 44 Est. Cost $37.82 Unrealized
CUBI CUSTOMERS BANCORP INC 0.0%
Value $1,662 Shares 21 Est. Cost $79.14 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value $1,655 Shares 70 Est. Cost $23.64 Unrealized
GIII G III APPAREL GROUP LTD 0.0%
Value $1,623 Shares 48 Est. Cost $33.81 Unrealized
ATRO ASTRONICS CORP 0.0%
Value $1,544 Shares 19 Est. Cost $81.26 Unrealized
SKYT SKYWATER TECHNOLOGY INC 0.0%
Value $1,533 Shares 44 Est. Cost $34.84 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value $1,516 Shares 23 Est. Cost $65.91 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value $1,496 Shares 132 Est. Cost $11.33 Unrealized
WMK WEIS MKTS INC 0.0%
Value $1,488 Shares 19 Est. Cost $78.32 Unrealized
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value $1,485 Shares 9 Est. Cost $165.00 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $1,473 Shares 57 Est. Cost $25.84 Unrealized
BOH BANK HAWAII CORP 0.0%
Value $1,467 Shares 18 Est. Cost $81.50 Unrealized
MHK MOHAWK INDS INC 0.0%
Value $1,456 Shares 12 Est. Cost $121.33 Unrealized
OFG OFG BANCORP 0.0%
Value $1,434 Shares 29 Est. Cost $49.45 Unrealized
BANC BANC OF CALIFORNIA INC 0.0%
Value $1,398 Shares 68 Est. Cost $20.56 Unrealized
PENG PENGUIN SOLUTIONS INC 0.0%
Value $1,369 Shares 18 Est. Cost $76.06 Unrealized
SCL STEPAN CO 0.0%
Value $1,338 Shares 24 Est. Cost $55.75 Unrealized
ALG ALAMO GROUP INC 0.0%
Value $1,316 Shares 8 Est. Cost $164.50 Unrealized
TNK TEEKAY TANKERS LTD 0.0%
Value $1,298 Shares 20 Est. Cost $64.90 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value $1,274 Shares 2 Est. Cost $637.00 Unrealized
BKE BUCKLE INC 0.0%
Value $1,266 Shares 30 Est. Cost $42.20 Unrealized
SANM SANMINA CORP 0.0%
Value $1,266 Shares 5 Est. Cost $253.20 Unrealized
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value $1,253 Shares 51 Est. Cost $24.57 Unrealized
TNC TENNANT CO 0.0%
Value $1,226 Shares 14 Est. Cost $87.57 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value $1,226 Shares 30 Est. Cost $40.87 Unrealized
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value $1,226 Shares 21 Est. Cost $58.38 Unrealized
ECVT ECOVYST INC 0.0%
Value $1,221 Shares 98 Est. Cost $12.46 Unrealized
ECPG ENCORE CAP GROUP INC 0.0%
Value $1,213 Shares 13 Est. Cost $93.31 Unrealized
GPOR GULFPORT ENERGY CORP 0.0%
Value $1,188 Shares 7 Est. Cost $169.71 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $1,150 Shares 235 Est. Cost $4.89 Unrealized
LXU LSB INDS INC 0.0%
Value $1,136 Shares 105 Est. Cost $10.82 Unrealized
KBH KB HOME 0.0%
Value $1,127 Shares 18 Est. Cost $62.61 Unrealized
YELP YELP INC 0.0%
Value $1,104 Shares 45 Est. Cost $24.53 Unrealized
RYZ RYERSON HLDG CORP 0.0%
Value $1,083 Shares 44 Est. Cost $24.61 Unrealized
WSFS WSFS FINL CORP 0.0%
Value $1,075 Shares 14 Est. Cost $76.79 Unrealized
FMC FMC CORP 0.0%
Value $1,054 Shares 91 Est. Cost $11.58 Unrealized
VTOL BRISTOW GROUP INC 0.0%
Value $1,033 Shares 25 Est. Cost $41.32 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $996 Shares 11 Est. Cost $90.55 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value $974 Shares 33 Est. Cost $29.52 Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value $962 Shares 135 Est. Cost $7.13 Unrealized
GLUE MONTE ROSA THERAPEUTICS INC 0.0%
Value $944 Shares 39 Est. Cost $24.21 Unrealized
GEF GREIF INC 0.0%
Value $902 Shares 12 Est. Cost $75.17 Unrealized
WKC WORLD KINECT CORPORATION 0.0%
Value $896 Shares 27 Est. Cost $33.19 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value $894 Shares 51 Est. Cost $17.53 Unrealized
HLIT HARMONIC INC 0.0%
Value $882 Shares 54 Est. Cost $16.33 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value $870 Shares 5 Est. Cost $174.00 Unrealized
APOG APOGEE ENTERPRISES INC 0.0%
Value $870 Shares 19 Est. Cost $45.79 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.0%
Value $869 Shares 21 Est. Cost $41.38 Unrealized
ODC OIL DRI CORP AMER 0.0%
Value $818 Shares 8 Est. Cost $102.25 Unrealized
PVH PVH CORPORATION 0.0%
Value $817 Shares 11 Est. Cost $74.27 Unrealized
SBH SALLY BEAUTY HLDGS INC 0.0%
Value $806 Shares 57 Est. Cost $14.14 Unrealized
MBIN MERCHANTS BANCORP IND 0.0%
Value $802 Shares 16 Est. Cost $50.13 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value $769 Shares 31 Est. Cost $24.81 Unrealized
HRI HERC HLDGS INC 0.0%
Value $717 Shares 5 Est. Cost $143.40 Unrealized
UMBF UMB FINL CORP 0.0%
Value $716 Shares 5 Est. Cost $143.20 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value $699 Shares 13 Est. Cost $53.77 Unrealized
MTUS METALLUS INC 0.0%
Value $692 Shares 37 Est. Cost $18.70 Unrealized
DNOW DNOW INC 0.0%
Value $636 Shares 49 Est. Cost $12.98 Unrealized
DCH DAUCH CORP 0.0%
Value $629 Shares 116 Est. Cost $5.42 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value $585 Shares 10 Est. Cost $58.50 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $543 Shares 4 Est. Cost $135.75 Unrealized
VGNT VERSIGENT PLC 0.0%
Value $505 Shares 12 Est. Cost $42.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $490 Shares 8 Est. Cost $61.25 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $483 Shares 8 Est. Cost $60.38 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE 0.0%
Value $327 Shares 9 Est. Cost $36.33 Unrealized
HNI HNI CORP 0.0%
Value $283 Shares 7 Est. Cost $40.43 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value $242 Shares 15 Est. Cost $16.13 Unrealized
DAKT DAKTRONICS INC 0.0%
Value $196 Shares 10 Est. Cost $19.60 Unrealized
GLIBK LIBERTY CAP CORP 0.0%
Value $195 Shares 9 Est. Cost $21.67 Unrealized
DOLE DOLE PLC 0.0%
Value $194 Shares 14 Est. Cost $13.86 Unrealized
MATV MATIV HOLDINGS INC 0.0%
Value $175 Shares 23 Est. Cost $7.61 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value $6 Shares 0 Est. Cost Unrealized
L LOEWS CORP 0.0%
Value $2 Shares 0 Est. Cost Unrealized

Increased Positions (306)

DFAI DIMENSIONAL ETF TRUST 12.2%
Value $33.55M (+8.9%) Shares 813,233 (+2.8%) Est. Cost $28.96 Unrealized
DFSD DIMENSIONAL ETF TRUST 10.4%
Value $28.71M (+7.5%) Shares 601,233 (+7.8%) Est. Cost $46.96 Unrealized
AVUS AMERICAN CENTY ETF TR 2.3%
Value $6.439M (+17.0%) Shares 50,270 (+1.5%) Est. Cost $97.88 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.2%
Value $5.95M (+16.7%) Shares 134,138 (+2.2%) Est. Cost $27.02 Unrealized
AVDV AMERICAN CENTY ETF TR 6.1%
Value $16.72M (+4.8%) Shares 162,263 (+1.5%) Est. Cost $62.26 Unrealized
AVDE AMERICAN CENTY ETF TR 1.6%
Value $4.297M (+16.4%) Shares 48,178 (+10.7%) Est. Cost $62.27 Unrealized
AVRE AMERICAN CENTY ETF TR 1.7%
Value $4.64M (+11.9%) Shares 97,930 (+4.0%) Est. Cost $40.47 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.8%
Value $2.081M (+25.5%) Shares 51,753 (+5.7%) Est. Cost $25.03 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $433K (+451.8%) Shares 375 (+61.6%) Est. Cost $558.01 Unrealized
GOOGL ALPHABET INC 0.2%
Value $543K (+52.6%) Shares 1,520 (+22.8%) Est. Cost $203.77 Unrealized
IVV ISHARES TR 0.2%
Value $645K (+38.8%) Shares 861 (+21.1%) Est. Cost $566.34 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value $206K (+268.5%) Shares 5,128 (+262.1%) Est. Cost $38.30 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $273K (+116.8%) Shares 630 (+7.0%) Est. Cost $121.77 Unrealized
AMZN AMAZON COM INC 0.2%
Value $674K (+23.5%) Shares 2,826 (+7.9%) Est. Cost $191.96 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $163K (+189.7%) Shares 280 (+1.4%) Est. Cost $175.78 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $137K (+148.1%) Shares 190 (+17.3%) Est. Cost $276.11 Unrealized
KLAC KLA CORP 0.0%
Value $118K (+186.3%) Shares 392 (+1300.0%) Est. Cost $340.79 Unrealized
AVGO BROADCOM INC 0.1%
Value $281K (+29.0%) Shares 745 (+5.7%) Est. Cost $176.14 Unrealized
CAT CATERPILLAR INC 0.1%
Value $140K (+61.4%) Shares 132 (+7.3%) Est. Cost $457.54 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $258K (+24.4%) Shares 787 (+11.8%) Est. Cost $196.21 Unrealized
VSAT VIASAT INC 0.0%
Value $74,992 (+197.7%) Shares 835 (+51.8%) Est. Cost $59.45 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.1%
Value $401K (+13.6%) Shares 10,139 (+2.6%) Est. Cost $35.81 Unrealized
LLY ELI LILLY & CO 0.1%
Value $150K (+45.3%) Shares 125 (+11.6%) Est. Cost $730.35 Unrealized
CSCO CISCO SYS INC 0.0%
Value $121K (+54.6%) Shares 1,032 (+2.1%) Est. Cost $54.71 Unrealized
INTC INTEL CORP 0.0%
Value $58,785 (+228.9%) Shares 421 (+4.0%) Est. Cost $41.07 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $192K (+24.9%) Shares 883 (+12.5%) Est. Cost $174.44 Unrealized
BAC BANK OF AMER CORP 0.0%
Value $107K (+49.2%) Shares 1,878 (+27.7%) Est. Cost $43.44 Unrealized
ABBV ABBVIE INC 0.1%
Value $141K (+32.6%) Shares 560 (+14.8%) Est. Cost $179.24 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $31,110 (+1477.6%) Shares 146 (+1522.2%) Est. Cost $210.42 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $68,577 (+59.4%) Shares 165 (+3.8%) Est. Cost $512.31 Unrealized
GEV GE VERNOVA INC 0.0%
Value $91,679 (+38.1%) Shares 78 (+2.6%) Est. Cost $593.76 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $545K (+4.6%) Shares 1,462 (+3.8%) Est. Cost $380.26 Unrealized
GLW CORNING INC 0.0%
Value $44,457 (+105.8%) Shares 174 (+9.4%) Est. Cost $50.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $59,690 (+56.8%) Shares 59 (+31.1%) Est. Cost $605.61 Unrealized
TSLA TESLA INC 0.0%
Value $113K (+21.3%) Shares 269 (+7.2%) Est. Cost $269.84 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $126K (+15.7%) Shares 381 (+2.1%) Est. Cost $196.94 Unrealized
M MACYS INC 0.0%
Value $17,161 (+5164.1%) Shares 723 (+3916.7%) Est. Cost $23.60 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value $25,517 (+187.5%) Shares 230 (+96.6%) Est. Cost $89.33 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $84,591 (+24.2%) Shares 231 (+2.7%) Est. Cost $218.21 Unrealized
AVGE AMERICAN CENTY ETF TR 0.0%
Value $106K (+18.3%) Shares 1,065 (+5.0%) Est. Cost $69.60 Unrealized
META META PLATFORMS INC 0.1%
Value $226K (+7.5%) Shares 402 (+9.2%) Est. Cost $431.60 Unrealized
MTRN MATERION CORP 0.0%
Value $25,576 (+160.0%) Shares 86 (+26.5%) Est. Cost $177.23 Unrealized
FLEX FLEX LTD 0.0%
Value $22,690 (+198.8%) Shares 140 (+20.7%) Est. Cost $68.23 Unrealized
ETN EATON CORP PLC 0.0%
Value $79,685 (+23.1%) Shares 187 (+3.3%) Est. Cost $242.99 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $24,421 (+140.6%) Shares 32 (+23.1%) Est. Cost $493.37 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $72,053 (+22.7%) Shares 872 (+18.2%) Est. Cost $64.04 Unrealized
FTNT FORTINET INC 0.0%
Value $21,968 (+148.9%) Shares 143 (+32.4%) Est. Cost $93.53 Unrealized
GWW WW GRAINGER INC 0.0%
Value $49,300 (+36.0%) Shares 36 (+9.1%) Est. Cost $961.98 Unrealized
MET METLIFE INC 0.0%
Value $26,468 (+96.4%) Shares 313 (+63.9%) Est. Cost $78.02 Unrealized
DE DEERE & CO 0.0%
Value $49,969 (+35.0%) Shares 79 (+19.7%) Est. Cost $472.67 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $20,803 (+154.4%) Shares 61 (+19.6%) Est. Cost $202.43 Unrealized
MS MORGAN STANLEY 0.0%
Value $28,237 (+79.0%) Shares 135 (+40.6%) Est. Cost $132.40 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value $24,813 (+93.7%) Shares 229 (+33.9%) Est. Cost $82.61 Unrealized
NEU NEWMARKET CORP 0.0%
Value $21,439 (+121.9%) Shares 27 (+80.0%) Est. Cost $722.46 Unrealized
KGS KODIAK GAS SVCS INC 0.0%
Value $25,995 (+81.9%) Shares 346 (+41.2%) Est. Cost $52.75 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $11,641 (+6226.6%) Shares 223 (+4360.0%) Est. Cost $52.01 Unrealized
AROC ARCHROCK INC 0.0%
Value $37,413 (+43.9%) Shares 919 (+23.0%) Est. Cost $31.39 Unrealized
EME EMCOR GROUP INC 0.0%
Value $22,419 (+102.2%) Shares 27 (+80.0%) Est. Cost $671.21 Unrealized
ASML ASML HLDG NV 0.0%
Value $25,863 (+78.0%) Shares 13 (+18.2%) Est. Cost $1191.59 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $48,190 (+29.6%) Shares 333 (+6.4%) Est. Cost $78.30 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $12,278 (+557.6%) Shares 131 (+367.9%) Est. Cost $86.43 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $15,330 (+198.2%) Shares 24 (+26.3%) Est. Cost $295.90 Unrealized
SM SM ENERGY COMPANY 0.0%
Value $43,144 (+30.7%) Shares 1,653 (+56.1%) Est. Cost $22.12 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value $15,633 (+160.9%) Shares 285 (+31.9%) Est. Cost $28.91 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $205K (-4.4%) Shares 219 (+1.9%) Est. Cost $718.19 Unrealized
GE GE AEROSPACE 0.0%
Value $33,694 (+37.5%) Shares 90 (+4.7%) Est. Cost $175.00 Unrealized
IEFA ISHARES TR 0.0%
Value $12,459 (+252.8%) Shares 129 (+230.8%) Est. Cost $90.26 Unrealized
C CITIGROUP INC 0.0%
Value $32,352 (+38.0%) Shares 231 (+11.6%) Est. Cost $60.68 Unrealized
MRK MERCK & CO INC 0.0%
Value $95,290 (+10.1%) Shares 737 (+3.1%) Est. Cost $108.65 Unrealized
SLM SLM CORP 0.0%
Value $8,820 (+5780.0%) Shares 340 (+4757.1%) Est. Cost $25.98 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $21,425 (+67.3%) Shares 63 (+50.0%) Est. Cost $276.63 Unrealized
CMI CUMMINS INC 0.0%
Value $20,135 (+68.5%) Shares 28 (+27.3%) Est. Cost $448.02 Unrealized
NOV NOV INC 0.0%
Value $8,904 (+951.2%) Shares 480 (+966.7%) Est. Cost $18.65 Unrealized
EBAY EBAY INC. 0.0%
Value $37,049 (+27.6%) Shares 332 (+4.1%) Est. Cost $60.97 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $64,363 (+14.2%) Shares 539 (+565.4%) Est. Cost $191.91 Unrealized
GM GENERAL MTRS CO 0.0%
Value $29,418 (+37.3%) Shares 382 (+32.6%) Est. Cost $53.13 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $19,197 (+69.9%) Shares 113 (+22.8%) Est. Cost $121.76 Unrealized
JBL JABIL INC 0.0%
Value $19,748 (+64.4%) Shares 51 (+13.3%) Est. Cost $193.04 Unrealized
IEMG ISHARES INC 0.0%
Value $8,947 (+612.3%) Shares 108 (+500.0%) Est. Cost $76.94 Unrealized
TRGP TARGA RES CORP 0.0%
Value $51,608 (+17.5%) Shares 192 (+9.7%) Est. Cost $160.01 Unrealized
CSX CSX CORP 0.0%
Value $24,052 (+42.6%) Shares 506 (+23.1%) Est. Cost $38.09 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value $7,850 (+991.8%) Shares 124 (+933.3%) Est. Cost $62.62 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $20,090 (+51.3%) Shares 60 (+13.2%) Est. Cost $214.73 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $24,823 (+35.7%) Shares 79 (+23.4%) Est. Cost $250.37 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $17,265 (+59.3%) Shares 46 (+17.9%) Est. Cost $304.58 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $24,775 (+35.0%) Shares 108 (+5.9%) Est. Cost $130.29 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $28,222 (+29.4%) Shares 89 (+12.7%) Est. Cost $230.29 Unrealized
TGT TARGET CORP 0.0%
Value $42,177 (+17.7%) Shares 323 (+9.1%) Est. Cost $112.42 Unrealized
TER TERADYNE INC 0.0%
Value $10,177 (+163.4%) Shares 21 (+61.5%) Est. Cost $291.40 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $10,718 (+140.5%) Shares 37 (+76.2%) Est. Cost $241.74 Unrealized
ALL ALLSTATE CORP 0.0%
Value $22,766 (+37.3%) Shares 95 (+20.3%) Est. Cost $189.47 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value $6,236 (+9643.8%) Shares 88 (+8700.0%) Est. Cost $70.87 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $13,893 (+78.6%) Shares 60 (+39.5%) Est. Cost $166.19 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $55,296 (+12.3%) Shares 629 (+369.4%) Est. Cost $134.99 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $8,296 (+260.4%) Shares 61 (+144.0%) Est. Cost $112.07 Unrealized
BC BRUNSWICK CORP 0.0%
Value $6,070 (+7783.1%) Shares 72 (+7100.0%) Est. Cost $84.30 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $16,724 (+55.3%) Shares 295 (+28.3%) Est. Cost $44.62 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $6,144 (+2798.1%) Shares 60 (+2900.0%) Est. Cost $102.55 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $9,644 (+159.5%) Shares 102 (+70.0%) Est. Cost $76.10 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $19,314 (+41.6%) Shares 307 (+32.3%) Est. Cost $52.64 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.0%
Value $18,995 (+41.6%) Shares 248 (+34.8%) Est. Cost $63.87 Unrealized
NUE NUCOR CORP 0.0%
Value $14,292 (+62.0%) Shares 64 (+23.1%) Est. Cost $181.50 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $10,732 (+92.6%) Shares 100 (+75.4%) Est. Cost $116.05 Unrealized
PHM PULTE GROUP INC 0.0%
Value $21,995 (+30.2%) Shares 160 (+11.9%) Est. Cost $105.04 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $14,515 (+54.1%) Shares 151 (+16.2%) Est. Cost $62.02 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value $12,780 (+64.7%) Shares 351 (+26.7%) Est. Cost $35.84 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $11,779 (+74.2%) Shares 72 (+53.2%) Est. Cost $146.82 Unrealized
AFL AFLAC INC 0.0%
Value $43,395 (+13.0%) Shares 370 (+5.7%) Est. Cost $93.95 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $8,300 (+148.8%) Shares 73 (+97.3%) Est. Cost $107.37 Unrealized
FIVE FIVE BELOW INC 0.0%
Value $10,428 (+90.2%) Shares 58 (+141.7%) Est. Cost $185.40 Unrealized
GNTX GENTEX CORP 0.0%
Value $7,195 (+216.1%) Shares 285 (+174.0%) Est. Cost $27.31 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $7,285 (+201.9%) Shares 32 (+166.7%) Est. Cost $216.66 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $8,088 (+147.0%) Shares 126 (+26.0%) Est. Cost $54.17 Unrealized
STT STATE STR CORP 0.0%
Value $14,136 (+48.9%) Shares 83 (+10.7%) Est. Cost $113.40 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value $4,809 (+2431.1%) Shares 59 (+2850.0%) Est. Cost $82.23 Unrealized
CB CHUBB LIMITED 0.0%
Value $40,008 (+13.0%) Shares 117 (+8.3%) Est. Cost $257.04 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value $14,360 (+46.1%) Shares 209 (+28.2%) Est. Cost $56.42 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $19,455 (+30.0%) Shares 79 (+9.7%) Est. Cost $164.70 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $33,403 (+15.3%) Shares 128 (+9.4%) Est. Cost $174.38 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $22,095 (+25.0%) Shares 86 (+19.4%) Est. Cost $190.67 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $9,910 (+79.7%) Shares 5 (+25.0%) Est. Cost $1134.79 Unrealized
ATI ATI INC 0.0%
Value $7,293 (+150.6%) Shares 37 (+85.0%) Est. Cost $155.83 Unrealized
KO COCA COLA CO 0.0%
Value $42,148 (+11.6%) Shares 515 (+4.5%) Est. Cost $62.69 Unrealized
APP APPLOVIN CORP 0.0%
Value $15,457 (+38.7%) Shares 30 (+7.1%) Est. Cost $524.05 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $37,954 (+12.6%) Shares 189 (+2.2%) Est. Cost $169.30 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $8,308 (+103.2%) Shares 64 (+68.4%) Est. Cost $116.63 Unrealized
CROX CROCS INC 0.0%
Value $4,585 (+1002.2%) Shares 38 (+660.0%) Est. Cost $119.26 Unrealized
WTTR SELECT WATER SOLUTIONS INC 0.0%
Value $10,030 (+70.7%) Shares 502 (+30.7%) Est. Cost $16.40 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value $4,411 (+1504.0%) Shares 49 (+1533.3%) Est. Cost $92.55 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value $4,305 (+1747.6%) Shares 60 (+1400.0%) Est. Cost $70.64 Unrealized
MCY MERCURY GENL CORP NEW 0.0%
Value $11,729 (+52.9%) Shares 110 (+26.4%) Est. Cost $93.17 Unrealized
LIN LINDE PLC 0.0%
Value $53,641 (+8.0%) Shares 103 (+3.0%) Est. Cost $414.59 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $10,142 (+62.8%) Shares 58 (+31.8%) Est. Cost $127.94 Unrealized
NXT NEXTPOWER INC 0.0%
Value $7,506 (+107.5%) Shares 63 (+110.0%) Est. Cost $109.24 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $14,663 (+36.0%) Shares 136 (+23.6%) Est. Cost $101.20 Unrealized
MCRI MONARCH CASINO & RESORT INC 0.0%
Value $8,950 (+76.6%) Shares 68 (+28.3%) Est. Cost $101.92 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $13,773 (+37.6%) Shares 181 (+23.1%) Est. Cost $52.02 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $41,706 (+9.9%) Shares 234 (+2500.0%) Est. Cost $298.37 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $13,319 (+38.9%) Shares 56 (+24.4%) Est. Cost $187.24 Unrealized
BWA BORGWARNER INC 0.0%
Value $6,912 (+112.0%) Shares 104 (+73.3%) Est. Cost $56.21 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $30,391 (+13.6%) Shares 408 (+14.6%) Est. Cost $70.31 Unrealized
CALY CALLAWAY GOLF CO 0.0%
Value $8,531 (+74.1%) Shares 454 (+28.6%) Est. Cost $15.28 Unrealized
URI UNITED RENTALS INC 0.0%
Value $7,962 (+81.3%) Shares 7 (+16.7%) Est. Cost $783.99 Unrealized
MCK MCKESSON CORP 0.0%
Value $36,370 (-8.9%) Shares 48 (+4.3%) Est. Cost $493.97 Unrealized
DY DYCOM INDS INC 0.0%
Value $5,562 (+173.6%) Shares 11 (+83.3%) Est. Cost $439.54 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $5,716 (+158.6%) Shares 111 (+88.1%) Est. Cost $43.12 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value $3,536 (+3785.7%) Shares 41 (+1950.0%) Est. Cost $84.45 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $3,668 (+1098.7%) Shares 34 (+1033.3%) Est. Cost $106.25 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $3,735 (+880.3%) Shares 61 (+771.4%) Est. Cost $59.93 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $6,439 (+107.4%) Shares 16 (+77.8%) Est. Cost $380.31 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $18,500 (+21.2%) Shares 40 (+17.6%) Est. Cost $423.95 Unrealized
MLI MUELLER INDS INC 0.0%
Value $6,893 (+88.2%) Shares 56 (+69.7%) Est. Cost $118.89 Unrealized
ROST ROSS STORES INC 0.0%
Value $26,024 (+14.0%) Shares 122 (+16.2%) Est. Cost $163.23 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $13,521 (+30.6%) Shares 56 (+16.7%) Est. Cost $190.65 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $8,641 (+57.4%) Shares 12 (+20.0%) Est. Cost $525.19 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $5,315 (+139.6%) Shares 53 (+65.6%) Est. Cost $99.49 Unrealized
ORCL ORACLE CORP 0.0%
Value $43,108 (+7.7%) Shares 294 (+8.1%) Est. Cost $136.17 Unrealized
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value $5,786 (+111.7%) Shares 427 (+68.8%) Est. Cost $11.36 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $3,978 (+328.2%) Shares 117 (+303.4%) Est. Cost $40.38 Unrealized
EXEL EXELIXIS INC 0.0%
Value $6,475 (+88.7%) Shares 119 (+48.8%) Est. Cost $47.17 Unrealized
OC OWENS CORNING NEW 0.0%
Value $6,894 (+78.9%) Shares 43 (+22.9%) Est. Cost $143.19 Unrealized
LEN LENNAR CORP 0.0%
Value $3,711 (+434.0%) Shares 41 (+412.5%) Est. Cost $98.27 Unrealized
GL GLOBE LIFE INC 0.0%
Value $7,335 (+69.8%) Shares 41 (+32.3%) Est. Cost $146.18 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $52,110 (+6.1%) Shares 192 (+2.7%) Est. Cost $239.00 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value $5,448 (+120.0%) Shares 175 (+65.1%) Est. Cost $26.59 Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value $2,990 (+3995.9%) Shares 38 (+3700.0%) Est. Cost $78.96 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $36,897 (-7.3%) Shares 154 (+10.0%) Est. Cost $199.77 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $5,475 (+104.6%) Shares 14 (+55.6%) Est. Cost $385.48 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $22,012 (+14.5%) Shares 332 (+19.4%) Est. Cost $50.46 Unrealized
NKE NIKE INC 0.0%
Value $3,680 (+302.2%) Shares 89 (+493.3%) Est. Cost $50.12 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $6,653 (+70.4%) Shares 21 (+75.0%) Est. Cost $294.01 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $4,718 (+139.2%) Shares 39 (+116.7%) Est. Cost $110.60 Unrealized
LC HAPPEN INC 0.0%
Value $5,040 (+115.8%) Shares 243 (+49.1%) Est. Cost $19.00 Unrealized
KMX CARMAX INC 0.0%
Value $5,184 (+107.8%) Shares 98 (+63.3%) Est. Cost $48.54 Unrealized
VFC V F CORP 0.0%
Value $2,869 (+1434.2%) Shares 172 (+1463.6%) Est. Cost $16.66 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $9,333 (+40.0%) Shares 19 (+18.8%) Est. Cost $354.09 Unrealized
ABNB AIRBNB INC 0.0%
Value $9,159 (+39.5%) Shares 64 (+23.1%) Est. Cost $132.31 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $5,838 (+79.2%) Shares 54 (+50.0%) Est. Cost $94.25 Unrealized
USB US BANCORP 0.0%
Value $8,898 (+40.8%) Shares 146 (+20.7%) Est. Cost $47.25 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $3,608 (+244.9%) Shares 8 (+300.0%) Est. Cost $475.68 Unrealized
BYD BOYD GAMING CORP 0.0%
Value $3,806 (+205.2%) Shares 43 (+186.7%) Est. Cost $79.96 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $2,593 (+6723.7%) Shares 72 (+7100.0%) Est. Cost $35.96 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $13,104 (+24.1%) Shares 135 (+22.7%) Est. Cost $91.32 Unrealized
LAD LITHIA MTRS INC 0.0%
Value $3,780 (+202.2%) Shares 13 (+160.0%) Est. Cost $298.66 Unrealized
VTRS VIATRIS INC 0.0%
Value $6,922 (+54.6%) Shares 436 (+31.7%) Est. Cost $13.91 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $8,456 (+39.4%) Shares 39 (+25.8%) Est. Cost $180.74 Unrealized
F FORD MTR CO 0.0%
Value $6,269 (+61.2%) Shares 451 (+33.8%) Est. Cost $12.64 Unrealized
APA APA CORPORATION 0.0%
Value $10,920 (-17.9%) Shares 335 (+7.0%) Est. Cost $26.83 Unrealized
SXC SUNCOKE ENERGY INC 0.0%
Value $5,032 (+88.5%) Shares 625 (+52.4%) Est. Cost $7.77 Unrealized
WCC WESCO INTL INC 0.0%
Value $8,675 (+37.2%) Shares 25 (+8.7%) Est. Cost $215.61 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $21,540 (+12.0%) Shares 427 (+1.4%) Est. Cost $36.96 Unrealized
COKE COCA COLA CONS INC 0.0%
Value $3,246 (+238.5%) Shares 17 (+240.0%) Est. Cost $169.03 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value $4,070 (+126.4%) Shares 29 (+107.1%) Est. Cost $131.34 Unrealized
HDV ISHARES TR 0.1%
Value $234K (+1.0%) Shares 8,544 (+399.9%) Est. Cost $44.38 Unrealized
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value $5,090 (+76.2%) Shares 119 (+48.8%) Est. Cost $33.24 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value $3,831 (+131.1%) Shares 117 (+154.3%) Est. Cost $35.07 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value $12,205 (+21.5%) Shares 176 (+1.1%) Est. Cost $56.01 Unrealized
PCAR PACCAR INC 0.0%
Value $20,252 (+11.9%) Shares 169 (+7.6%) Est. Cost $97.91 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $16,741 (+14.7%) Shares 21 (+5.0%) Est. Cost $458.17 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $7,070 (+43.5%) Shares 19 (+26.7%) Est. Cost $288.44 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $10,783 (+24.7%) Shares 118 (+16.8%) Est. Cost $86.73 Unrealized
BA BOEING CO 0.0%
Value $8,876 (+31.1%) Shares 41 (+20.6%) Est. Cost $211.84 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $5,461 (+60.4%) Shares 55 (+61.8%) Est. Cost $111.19 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $9,201 (+27.9%) Shares 34 (+9.7%) Est. Cost $120.78 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $3,198 (+161.1%) Shares 28 (+250.0%) Est. Cost $193.23 Unrealized
NEM NEWMONT CORP 0.0%
Value $6,105 (+47.2%) Shares 65 (+71.1%) Est. Cost $71.22 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $54,353 (+3.7%) Shares 185 (+2.8%) Est. Cost $250.58 Unrealized
EOG EOG RES INC 0.0%
Value $37,335 (-4.9%) Shares 288 (+5.9%) Est. Cost $113.64 Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value $2,080 (+977.7%) Shares 33 (+1000.0%) Est. Cost $62.11 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value $5,077 (+58.0%) Shares 354 (+58.7%) Est. Cost $12.15 Unrealized
LYFT LYFT INC 0.0%
Value $3,112 (+146.2%) Shares 213 (+124.2%) Est. Cost $15.57 Unrealized
IWF ISHARES TR 0.0%
Value $12,914 (+16.5%) Shares 104 (+300.0%) Est. Cost $199.28 Unrealized
KKR KKR & CO INC 0.0%
Value $3,593 (+102.7%) Shares 39 (+105.3%) Est. Cost $103.88 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $2,763 (+190.8%) Shares 24 (+200.0%) Est. Cost $122.96 Unrealized
AMGN AMGEN INC 0.0%
Value $28,561 (+6.7%) Shares 79 (+3.9%) Est. Cost $297.20 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value $1,864 (+2320.8%) Shares 24 (+2300.0%) Est. Cost $79.80 Unrealized
HMN HORACE MANN EDUCATORS CORP N 0.0%
Value $4,184 (+69.0%) Shares 81 (+39.7%) Est. Cost $45.86 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $4,454 (-27.3%) Shares 141 (+4.4%) Est. Cost $53.11 Unrealized
FDX FEDEX CORP 0.0%
Value $17,362 (+10.0%) Shares 55 (+25.0%) Est. Cost $283.74 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.0%
Value $4,011 (+62.1%) Shares 276 (+61.4%) Est. Cost $14.50 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $16,278 (+10.4%) Shares 327 (+1.9%) Est. Cost $35.88 Unrealized
NOBL PROSHARES TR 0.0%
Value $32,573 (+4.9%) Shares 580 (+98.0%) Est. Cost $72.46 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $4,261 (+55.0%) Shares 16 (+45.5%) Est. Cost $269.37 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value $3,911 (+62.8%) Shares 85 (+49.1%) Est. Cost $43.57 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $16,552 (+9.9%) Shares 94 (+23.7%) Est. Cost $161.72 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $4,120 (+54.0%) Shares 13 (+44.4%) Est. Cost $295.80 Unrealized
HOPE HOPE BANCORP INC 0.0%
Value $3,776 (+60.2%) Shares 276 (+30.8%) Est. Cost $12.30 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $4,820 (+41.6%) Shares 20 (+11.1%) Est. Cost $170.86 Unrealized
WABC WESTAMERICA BANCORPORATION 0.0%
Value $3,814 (+55.5%) Shares 65 (+38.3%) Est. Cost $52.77 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $11,379 (+12.9%) Shares 21 (+23.5%) Est. Cost $492.14 Unrealized
PFBC PREFERRED BK LOS ANGELES CA 0.0%
Value $3,826 (+50.6%) Shares 36 (+28.6%) Est. Cost $94.74 Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value $3,983 (+46.6%) Shares 24 (+4.3%) Est. Cost $98.95 Unrealized
BANR BANNER CORP 0.0%
Value $3,655 (+50.5%) Shares 55 (+37.5%) Est. Cost $64.11 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $7,666 (+18.9%) Shares 95 (+1.1%) Est. Cost $59.41 Unrealized
NPKI NPK INTERNATIONAL INC 0.0%
Value $3,676 (+47.5%) Shares 231 (+34.3%) Est. Cost $14.34 Unrealized
TPR TAPESTRY INC 0.0%
Value $17,690 (+7.1%) Shares 121 (+3.4%) Est. Cost $51.30 Unrealized
LII LENNOX INTL INC 0.0%
Value $3,446 (+48.0%) Shares 6 (+20.0%) Est. Cost $534.67 Unrealized
ACT ENACT HLDGS INC 0.0%
Value $3,566 (+45.6%) Shares 78 (+30.0%) Est. Cost $41.93 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $16,847 (+7.1%) Shares 32 (+14.3%) Est. Cost $501.25 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $23,887 (+4.8%) Shares 59 (+9.3%) Est. Cost $411.56 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $3,390 (-24.0%) Shares 64 (+16.4%) Est. Cost $56.18 Unrealized
AIZ ASSURANT INC 0.0%
Value $3,223 (+47.9%) Shares 12 (+20.0%) Est. Cost $238.23 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $15,374 (+7.2%) Shares 75 (+2.7%) Est. Cost $162.61 Unrealized
MUR MURPHY OIL CORP 0.0%
Value $29,515 (-3.4%) Shares 906 (+22.4%) Est. Cost $31.95 Unrealized
NNI NELNET INC 0.0%
Value $3,467 (+41.5%) Shares 26 (+36.8%) Est. Cost $132.61 Unrealized
KEY KEYCORP 0.0%
Value $4,189 (+31.9%) Shares 182 (+15.2%) Est. Cost $17.98 Unrealized
CIEN CIENA CORP 0.0%
Value $2,944 (+51.6%) Shares 6 (+20.0%) Est. Cost $307.55 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $3,655 (+36.7%) Shares 120 (+18.8%) Est. Cost $27.68 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $4,398 (+28.2%) Shares 28 (+12.0%) Est. Cost $156.24 Unrealized
GSAT GLOBALSTAR INC 0.0%
Value $3,659 (+34.3%) Shares 45 (+9.8%) Est. Cost $63.24 Unrealized
VST VISTRA CORP 0.0%
Value $11,806 (+8.4%) Shares 74 (+2.8%) Est. Cost $108.69 Unrealized
ALLY ALLY FINL INC 0.0%
Value $3,473 (+34.3%) Shares 76 (+15.2%) Est. Cost $37.28 Unrealized
HLX HELIX ENERGY SOLUTIONS GRP I 0.0%
Value $3,540 (+32.0%) Shares 405 (+49.4%) Est. Cost $8.23 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $5,322 (+18.2%) Shares 298 (+4.6%) Est. Cost $16.49 Unrealized
TREX TREX INC 0.0%
Value $851 (+1065.8%) Shares 17 (+750.0%) Est. Cost $54.57 Unrealized
GRMN GARMIN LTD 0.0%
Value $2,851 (+36.5%) Shares 12 (+33.3%) Est. Cost $220.28 Unrealized
PAYX PAYCHEX INC 0.0%
Value $5,757 (+15.1%) Shares 59 (+9.3%) Est. Cost $124.39 Unrealized
HSY HERSHEY CO 0.0%
Value $3,860 (+23.8%) Shares 22 (+46.7%) Est. Cost $191.30 Unrealized
PSX PHILLIPS 66 0.0%
Value $11,932 (+6.6%) Shares 71 (+16.4%) Est. Cost $142.78 Unrealized
SNA SNAP ON INC 0.0%
Value $3,622 (+24.6%) Shares 9 (+12.5%) Est. Cost $374.75 Unrealized
ILMN ILLUMINA INC 0.0%
Value $1,935 (+56.9%) Shares 11 (+10.0%) Est. Cost $139.10 Unrealized
DXCM DEXCOM INC 0.0%
Value $2,897 (+31.8%) Shares 43 (+22.9%) Est. Cost $70.45 Unrealized
PRDO PERDOCEO ED CORP 0.0%
Value $6,464 (+12.1%) Shares 202 (+30.3%) Est. Cost $31.81 Unrealized
GLXY GALAXY DIGITAL INC. 0.0%
Value $1,805 (+57.8%) Shares 66 (+6.5%) Est. Cost $25.52 Unrealized
PRI PRIMERICA INC 0.0%
Value $3,425 (+23.8%) Shares 12 (+9.1%) Est. Cost $257.49 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $3,662 (+21.7%) Shares 13 (+30.0%) Est. Cost $339.57 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $790 (+448.6%) Shares 10 (+400.0%) Est. Cost $84.07 Unrealized
UNM UNUM GROUP 0.0%
Value $2,632 (+31.7%) Shares 29 (+7.4%) Est. Cost $66.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $7,025 (+9.8%) Shares 14 (+7.7%) Est. Cost $568.73 Unrealized
MTB M & T BK CORP 0.0%
Value $2,867 (+25.6%) Shares 12 (+9.1%) Est. Cost $213.98 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $37,163 (+1.5%) Shares 279 (+3.7%) Est. Cost $99.97 Unrealized
ANDE ANDERSONS INC 0.0%
Value $3,284 (+20.4%) Shares 48 (+26.3%) Est. Cost $62.93 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $3,137 (+20.9%) Shares 28 (+7.7%) Est. Cost $107.61 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $2,307 (+30.6%) Shares 4 (+33.3%) Est. Cost $639.95 Unrealized
BPOP POPULAR INC 0.0%
Value $664 (+391.9%) Shares 4 (+300.0%) Est. Cost $144.37 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $2,803 (+23.0%) Shares 40 (+5.3%) Est. Cost $63.46 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $3,246 (+19.2%) Shares 11 (+10.0%) Est. Cost $278.93 Unrealized
ALV AUTOLIV INC 0.0%
Value $1,062 (+96.7%) Shares 9 (+80.0%) Est. Cost $116.93 Unrealized
CSL CARLISLE COS INC 0.0%
Value $2,177 (+30.4%) Shares 6 (+20.0%) Est. Cost $372.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $17,284 (-2.7%) Shares 300 (+2.4%) Est. Cost $50.26 Unrealized
RRC RANGE RES CORP 0.0%
Value $2,583 (-15.2%) Shares 69 (+3.0%) Est. Cost $35.09 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $9,878 (+4.7%) Shares 86 (+2.4%) Est. Cost $89.40 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $12,905 (+3.4%) Shares 160 (+2.6%) Est. Cost $63.42 Unrealized
EAT BRINKER INTL INC 0.0%
Value $1,680 (+30.7%) Shares 10 (+11.1%) Est. Cost $159.55 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value $10,768 (-3.4%) Shares 192 (+7.9%) Est. Cost $40.11 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $3,413 (+11.9%) Shares 128 (+15.3%) Est. Cost $27.92 Unrealized
NBR NABORS INDUSTRIES LTD 0.0%
Value $3,025 (+13.4%) Shares 36 (+16.1%) Est. Cost $69.65 Unrealized
D DOMINION ENERGY INC 0.0%
Value $2,810 (+13.3%) Shares 41 (+2.5%) Est. Cost $61.06 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $482 (+192.1%) Shares 3 (+200.0%) Est. Cost $171.36 Unrealized
EIX EDISON INTL 0.0%
Value $2,532 (+11.6%) Shares 34 (+9.7%) Est. Cost $65.51 Unrealized
FOX FOX CORP 0.0%
Value $2,296 (-9.9%) Shares 49 (+2.1%) Est. Cost $44.10 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value $3,480 (+7.4%) Shares 189 (+24.3%) Est. Cost $16.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $6,565 (-3.3%) Shares 152 (+1.3%) Est. Cost $54.97 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value $303 (+256.5%) Shares 7 (+250.0%) Est. Cost $43.97 Unrealized
TALO TALOS ENERGY INC 0.0%
Value $8,870 (+2.5%) Shares 687 (+25.1%) Est. Cost $12.12 Unrealized
CTAS CINTAS CORP 0.0%
Value $2,382 (+8.3%) Shares 14 (+7.7%) Est. Cost $191.68 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $2,495 (+7.6%) Shares 4 (+33.3%) Est. Cost $732.80 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $4,677 (+2.8%) Shares 172 (+3.6%) Est. Cost $20.49 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $1,245 (-8.8%) Shares 110 (+5.8%) Est. Cost $20.19 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $7,403 (-1.5%) Shares 58 (+1.8%) Est. Cost $115.34 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value $22,629 (+0.5%) Shares 2,465 (+18.6%) Est. Cost $7.88 Unrealized
AN AUTONATION INC 0.0%
Value $2,230 (+3.8%) Shares 12 (+9.1%) Est. Cost $181.47 Unrealized
FOXA FOX CORP 0.0%
Value $1,996 (-3.1%) Shares 38 (+8.6%) Est. Cost $47.50 Unrealized
MAT MATTEL INC 0.0%
Value $139 (+36.3%) Shares 10 (+42.9%) Est. Cost $17.86 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $117 (+34.5%) Shares 3 (+50.0%) Est. Cost $45.99 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value $15,088 (+0.1%) Shares 132 (+24.5%) Est. Cost $101.08 Unrealized

Exited Positions (26)

HON HONEYWELL INTL INC 0.0%
Value $85,653 Shares 379 Est. Cost $188.65 Unrealized
AL AIR LEASE CORP 0.0%
Value $24,631 Shares 378 Est. Cost $64.51 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $20,031 Shares 243 Est. Cost $70.21 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $15,609 Shares 444 Est. Cost $27.08 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $14,014 Shares 209 Est. Cost $61.42 Unrealized
NVR NVR INC 0.0%
Value $13,180 Shares 2 Est. Cost $6798.28 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value $11,377 Shares 167 Est. Cost $56.26 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $10,403 Shares 50 Est. Cost $161.28 Unrealized
OWLT OWLET INC 0.0%
Value $10,280 Shares 2,000 Est. Cost $7.91 Unrealized
TPH TRI POINTE HOMES INC 0.0%
Value $9,861 Shares 211 Est. Cost $37.17 Unrealized
CCL CARNIVAL CORP 0.0%
Value $9,462 Shares 366 Est. Cost $26.45 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $5,125 Shares 73 Est. Cost $69.52 Unrealized
GLDD GREAT LAKES DREDGE & DOCK CO 0.0%
Value $4,930 Shares 290 Est. Cost $15.31 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $4,910 Shares 45 Est. Cost $154.95 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $4,867 Shares 93 Est. Cost $51.14 Unrealized
CUK CARNIVAL PLC 0.0%
Value $4,124 Shares 160 Est. Cost $12.25 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value $3,451 Shares 37 Est. Cost $84.52 Unrealized
IOT SAMSARA INC 0.0%
Value $2,853 Shares 90 Est. Cost $37.14 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $2,421 Shares 63 Est. Cost $42.76 Unrealized
MASI MASIMO CORP 0.0%
Value $1,246 Shares 7 Est. Cost $145.14 Unrealized
GLOB GLOBANT S A 0.0%
Value $923 Shares 20 Est. Cost $204.19 Unrealized
VMI VALMONT INDS INC 0.0%
Value $801 Shares 2 Est. Cost $448.65 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $642 Shares 14 Est. Cost $31.39 Unrealized
AVTR AVANTOR INC 0.0%
Value $220 Shares 28 Est. Cost $20.49 Unrealized
WDAY WORKDAY INC 0.0%
Value $175 Shares 1 Est. Cost $236.18 Unrealized
QLYS QUALYS INC 0.0%
Value $88 Shares 1 Est. Cost $176.57 Unrealized

Decreased Positions (161)

AVUV AMERICAN CENTY ETF TR 12.9%
Value $35.55M (+11.4%) Shares 284,951 (-1.4%) Est. Cost $92.70 Unrealized
AVEM AMERICAN CENTY ETF TR 6.2%
Value $17.05M (+14.8%) Shares 176,723 (-4.1%) Est. Cost $60.28 Unrealized
AVLV AMERICAN CENTY ETF TR 6.1%
Value $16.76M (+10.8%) Shares 183,729 (-2.0%) Est. Cost $58.73 Unrealized
AVSF AMERICAN CENTY ETF TR 0.6%
Value $1.788M (-28.5%) Shares 38,403 (-28.1%) Est. Cost $46.76 Unrealized
DFAT DIMENSIONAL ETF TRUST 2.6%
Value $7.046M (+7.1%) Shares 100,807 (-4.3%) Est. Cost $48.72 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $373K (-31.0%) Shares 2,728 (-14.4%) Est. Cost $110.12 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value $851K (-12.7%) Shares 16,436 (-20.9%) Est. Cost $35.27 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.8%
Value $2.199M (+4.4%) Shares 39,978 (-8.0%) Est. Cost $35.16 Unrealized
AAPL APPLE INC 0.4%
Value $1.209M (+6.8%) Shares 4,179 (-6.3%) Est. Cost $212.51 Unrealized
FNDC SCHWAB STRATEGIC TR 0.9%
Value $2.507M (+3.1%) Shares 51,623 (-1.6%) Est. Cost $35.37 Unrealized
NFLX NETFLIX INC. 0.0%
Value $70,329 (-49.8%) Shares 985 (-32.4%) Est. Cost $99.79 Unrealized
GOOG ALPHABET INC 0.1%
Value $358K (+21.4%) Shares 1,014 (-1.5%) Est. Cost $171.44 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $553K (+11.9%) Shares 2,764 (-2.4%) Est. Cost $121.06 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $57,473 (-48.4%) Shares 347 (-35.5%) Est. Cost $157.66 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $36,417 (-53.9%) Shares 350 (-41.6%) Est. Cost $99.45 Unrealized
SCHH SCHWAB STRATEGIC TR 0.2%
Value $558K (+7.9%) Shares 23,584 (-2.1%) Est. Cost $18.91 Unrealized
T AT&T INC 0.0%
Value $65,391 (-36.0%) Shares 3,159 (-10.4%) Est. Cost $19.66 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $60,670 (-30.3%) Shares 118 (-32.2%) Est. Cost $478.88 Unrealized
KR KROGER CO 0.0%
Value $35,059 (-42.9%) Shares 631 (-25.7%) Est. Cost $54.32 Unrealized
CRC CALIFORNIA RES CORP 0.0%
Value $2,961 (-89.8%) Shares 56 (-86.6%) Est. Cost $52.09 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $10,194 (-71.7%) Shares 368 (-74.7%) Est. Cost $23.41 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.2%
Value $531K (+4.7%) Shares 7,625 (-9.3%) Est. Cost $51.04 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value $3,641 (-86.2%) Shares 139 (-84.8%) Est. Cost $23.21 Unrealized
BTU PEABODY ENGR CORP 0.0%
Value $2,752 (-88.8%) Shares 119 (-84.1%) Est. Cost $34.75 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $23,608 (-47.8%) Shares 108 (-52.6%) Est. Cost $200.52 Unrealized
NE NOBLE CORP PLC 0.0%
Value $4,999 (-81.0%) Shares 134 (-75.0%) Est. Cost $37.17 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value $7,521 (-73.7%) Shares 294 (-67.5%) Est. Cost $24.80 Unrealized
WMT WALMART INC 0.1%
Value $163K (-11.2%) Shares 1,441 (-2.3%) Est. Cost $72.06 Unrealized
CNX CNX RES CORP 0.0%
Value $4,886 (-79.8%) Shares 144 (-77.0%) Est. Cost $37.79 Unrealized
PCG PG&E CORP 0.0%
Value $2,601 (-88.1%) Shares 154 (-87.6%) Est. Cost $16.99 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $25,251 (-42.2%) Shares 858 (-49.6%) Est. Cost $23.87 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $18,852 (-45.4%) Shares 114 (-43.0%) Est. Cost $175.95 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $52,048 (-23.0%) Shares 700 (-24.7%) Est. Cost $50.04 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $4,745 (-76.4%) Shares 52 (-73.3%) Est. Cost $113.06 Unrealized
SNDK SANDISK CORP 0.0%
Value $22,738 (+155.6%) Shares 10 (-28.6%) Est. Cost $320.03 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $35,429 (-27.6%) Shares 211 (-9.4%) Est. Cost $181.49 Unrealized
TJX TJX COS INC NEW 0.0%
Value $90,722 (-12.7%) Shares 599 (-7.8%) Est. Cost $121.72 Unrealized
INTU INTUIT 0.0%
Value $3,132 (-80.4%) Shares 12 (-67.6%) Est. Cost $567.60 Unrealized
V VISA INC 0.1%
Value $150K (+9.1%) Shares 437 (-3.7%) Est. Cost $288.50 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $31,857 (-27.2%) Shares 345 (-26.0%) Est. Cost $75.26 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $82,397 (-11.5%) Shares 652 (-2.4%) Est. Cost $86.72 Unrealized
UNP UNION PAC CORP 0.1%
Value $142K (+7.3%) Shares 522 (-4.2%) Est. Cost $233.29 Unrealized
IUSV ISHARES TR 0.1%
Value $338K (+2.9%) Shares 3,066 (-4.5%) Est. Cost $93.87 Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value $949 (-91.0%) Shares 51 (-85.6%) Est. Cost $24.29 Unrealized
PFE PFIZER INC 0.0%
Value $4,327 (-68.0%) Shares 180 (-62.6%) Est. Cost $25.96 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value $3,870 (-69.2%) Shares 394 (-57.6%) Est. Cost $9.32 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $9,211 (-47.9%) Shares 188 (-30.6%) Est. Cost $45.36 Unrealized
BBY BEST BUY INC 0.0%
Value $2,283 (-78.6%) Shares 30 (-81.7%) Est. Cost $67.53 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $77,330 (-9.8%) Shares 881 (-4.6%) Est. Cost $65.70 Unrealized
MTDR MATADOR RES CO 0.0%
Value $2,696 (-74.8%) Shares 54 (-68.0%) Est. Cost $45.64 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $2,801 (-73.4%) Shares 24 (-66.7%) Est. Cost $126.02 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $1,326 (-84.7%) Shares 34 (-76.1%) Est. Cost $74.02 Unrealized
CRM SALESFORCE INC 0.0%
Value $10,888 (-40.1%) Shares 69 (-28.9%) Est. Cost $245.34 Unrealized
TDW TIDEWATER INC NEW 0.0%
Value $667 (-91.5%) Shares 10 (-89.4%) Est. Cost $64.06 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $24,268 (-22.6%) Shares 988 (-9.5%) Est. Cost $39.46 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $1,553 (-81.9%) Shares 17 (-78.2%) Est. Cost $104.32 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $24,165 (-22.5%) Shares 124 (-18.4%) Est. Cost $116.04 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $83,057 (-7.5%) Shares 373 (-4.6%) Est. Cost $172.80 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value $7,600 (-46.0%) Shares 270 (-49.7%) Est. Cost $26.92 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $15,690 (-29.1%) Shares 434 (-43.0%) Est. Cost $28.70 Unrealized
HD HOME DEPOT INC 0.0%
Value $124K (+5.1%) Shares 351 (-2.0%) Est. Cost $312.37 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $10,073 (-35.8%) Shares 236 (-5.6%) Est. Cost $55.78 Unrealized
HAL HALLIBURTON CO 0.0%
Value $8,024 (-40.4%) Shares 236 (-31.6%) Est. Cost $33.06 Unrealized
CRK COMSTOCK RES INC 0.0%
Value $463 (-91.4%) Shares 31 (-87.8%) Est. Cost $21.41 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $1,832 (-72.4%) Shares 17 (-67.3%) Est. Cost $110.52 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $12,260 (-27.4%) Shares 297 (-11.6%) Est. Cost $39.30 Unrealized
SDRL SEADRILL LTD 0.0%
Value $454 (-90.9%) Shares 12 (-89.1%) Est. Cost $38.97 Unrealized
ADBE ADOBE INC 0.0%
Value $1,641 (-73.0%) Shares 8 (-68.0%) Est. Cost $528.89 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value $1,601 (-72.7%) Shares 20 (-64.3%) Est. Cost $92.80 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value $3,571 (-54.0%) Shares 216 (-49.2%) Est. Cost $14.32 Unrealized
EQT EQT CORP 0.0%
Value $5,504 (-42.9%) Shares 104 (-31.1%) Est. Cost $52.69 Unrealized
ADSK AUTODESK INC 0.0%
Value $8,361 (-32.8%) Shares 43 (-17.3%) Est. Cost $241.34 Unrealized
EXC EXELON CORP 0.0%
Value $6,235 (-39.3%) Shares 134 (-36.2%) Est. Cost $42.24 Unrealized
NOW SERVICENOW INC 0.0%
Value $13,105 (-23.6%) Shares 132 (-19.5%) Est. Cost $157.19 Unrealized
IMKTA INGLES MKTS INC 0.0%
Value $1,241 (-75.8%) Shares 14 (-75.4%) Est. Cost $78.02 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $2,410 (-61.6%) Shares 75 (-59.9%) Est. Cost $29.28 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $154K (+2.6%) Shares 1,598 (-5.7%) Est. Cost $82.96 Unrealized
SAM BOSTON BEER INC 0.0%
Value $1,240 (-75.5%) Shares 7 (-68.2%) Est. Cost $222.47 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $70,083 (+5.7%) Shares 311 (-4.0%) Est. Cost $236.84 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $29,092 (+14.8%) Shares 860 (-1.1%) Est. Cost $26.54 Unrealized
FDP DEL MONTE CORP 0.0%
Value $1,117 (-76.9%) Shares 40 (-66.7%) Est. Cost $38.77 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $10,066 (-26.9%) Shares 23 (-20.7%) Est. Cost $304.23 Unrealized
BX BLACKSTONE INC 0.0%
Value $12,716 (-22.2%) Shares 108 (-23.9%) Est. Cost $108.31 Unrealized
CME CME GROUP INC 0.0%
Value $7,901 (-31.2%) Shares 36 (-7.7%) Est. Cost $227.31 Unrealized
ZTS ZOETIS INC 0.0%
Value $1,869 (-65.6%) Shares 26 (-43.5%) Est. Cost $139.08 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $39,279 (+8.7%) Shares 166 (-1.2%) Est. Cost $196.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $10,352 (-23.3%) Shares 20 (-9.1%) Est. Cost $455.45 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $14,275 (-17.8%) Shares 132 (-1.5%) Est. Cost $82.90 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $3,080 (-49.6%) Shares 39 (-44.3%) Est. Cost $85.38 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $10,340 (-22.7%) Shares 26 (-10.3%) Est. Cost $398.48 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $1,618 (-64.5%) Shares 13 (-43.5%) Est. Cost $268.43 Unrealized
PEP PEPSICO INC 0.0%
Value $12,876 (-18.6%) Shares 95 (-6.9%) Est. Cost $155.66 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $5,429 (-34.5%) Shares 13 (-31.6%) Est. Cost $393.16 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $6,464 (-29.9%) Shares 26 (-21.2%) Est. Cost $251.47 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $7,127 (-26.2%) Shares 20 (-28.6%) Est. Cost $306.75 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $3,768 (-39.5%) Shares 34 (-38.2%) Est. Cost $104.94 Unrealized
SO SOUTHERN CO 0.0%
Value $6,601 (-27.0%) Shares 69 (-26.6%) Est. Cost $85.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $48,164 (+5.2%) Shares 171 (-9.5%) Est. Cost $208.04 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $3,489 (-38.9%) Shares 40 (-31.0%) Est. Cost $96.02 Unrealized
OVV OVINTIV INC 0.0%
Value $9,722 (-18.3%) Shares 185 (-8.0%) Est. Cost $43.89 Unrealized
LOW LOWES COS INC 0.0%
Value $13,882 (-13.5%) Shares 63 (-7.4%) Est. Cost $241.05 Unrealized
XPRO EXPRO GROUP HOLDINGS NV 0.0%
Value $340 (-85.9%) Shares 23 (-83.3%) Est. Cost $16.01 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $2,049 (-50.1%) Shares 4 (-33.3%) Est. Cost $563.51 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $1,851 (-52.3%) Shares 40 (-44.4%) Est. Cost $57.96 Unrealized
HCI HCI GROUP INC 0.0%
Value $2,980 (-39.8%) Shares 17 (-46.9%) Est. Cost $165.10 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $9,590 (-16.8%) Shares 173 (-8.5%) Est. Cost $36.32 Unrealized
CENX CENTURY ALUM CO 0.0%
Value $1,013 (-64.1%) Shares 22 (-54.2%) Est. Cost $48.41 Unrealized
PSTG EVERPURE INC 0.0%
Value $8,510 (+24.3%) Shares 108 (-6.9%) Est. Cost $83.54 Unrealized
SLB SLB LIMITED 0.0%
Value $3,986 (-28.8%) Shares 85 (-22.0%) Est. Cost $45.84 Unrealized
INVA INNOVIVA INC 0.0%
Value $954 (-61.0%) Shares 42 (-60.0%) Est. Cost $21.07 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $6,198 (-19.3%) Shares 32 (-20.0%) Est. Cost $230.26 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $12,268 (-10.2%) Shares 170 (-10.5%) Est. Cost $72.91 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $1,560 (-45.1%) Shares 4 (-33.3%) Est. Cost $430.07 Unrealized
COR CENCORA INC 0.0%
Value $2,289 (-34.3%) Shares 8 (-27.3%) Est. Cost $278.63 Unrealized
OKE ONEOK INC NEW 0.0%
Value $15,591 (-7.1%) Shares 179 (-3.8%) Est. Cost $71.87 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $4,815 (-19.1%) Shares 1,042 (-18.0%) Est. Cost $5.59 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $2,714 (-28.8%) Shares 14 (-39.1%) Est. Cost $171.04 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $68,485 (-1.6%) Shares 467 (-3.1%) Est. Cost $152.64 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $180 (-85.4%) Shares 6 (-79.3%) Est. Cost $48.11 Unrealized
INGR INGREDION INC 0.0%
Value $572 (-63.9%) Shares 6 (-57.1%) Est. Cost $115.84 Unrealized
BLK BLACKROCK INC 0.0%
Value $31,523 (-3.0%) Shares 33 (-2.9%) Est. Cost $1020.39 Unrealized
HUN HUNTSMAN CORP 0.0%
Value $1,668 (-35.7%) Shares 157 (-19.5%) Est. Cost $12.13 Unrealized
GAP GAP INC 0.0%
Value $667 (-58.0%) Shares 36 (-45.5%) Est. Cost $25.92 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW 0.0%
Value $1,481 (-37.2%) Shares 17 (-37.0%) Est. Cost $119.59 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $17,212 (+5.2%) Shares 35 (-5.4%) Est. Cost $425.38 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $1,922 (-30.1%) Shares 91 (-38.1%) Est. Cost $22.51 Unrealized
APTV APTIV PLC 0.0%
Value $1,903 (-29.8%) Shares 31 (-20.5%) Est. Cost $79.38 Unrealized
LBTYK LIBERTY GLOBAL LTD 0.0%
Value $1,606 (-32.6%) Shares 146 (-28.1%) Est. Cost $11.15 Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value $602 (-55.8%) Shares 16 (-54.3%) Est. Cost $35.18 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $3,047 (-19.5%) Shares 20 (-23.1%) Est. Cost $149.25 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value $706 (-50.9%) Shares 31 (-50.8%) Est. Cost $18.93 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $23,111 (+3.2%) Shares 169 (-1.2%) Est. Cost $100.74 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $1,519 (-31.5%) Shares 40 (-35.5%) Est. Cost $43.62 Unrealized
CPRT COPART INC 0.0%
Value $1,833 (-27.4%) Shares 65 (-14.5%) Est. Cost $52.99 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $1,487 (-30.8%) Shares 10 (-16.7%) Est. Cost $214.34 Unrealized
CTVA CORTEVA INC 0.0%
Value $8,620 (-7.0%) Shares 102 (-8.1%) Est. Cost $66.42 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $418 (-60.2%) Shares 3 (-57.1%) Est. Cost $155.99 Unrealized
CRBG COREBRIDGE FINL INC 0.0%
Value $544 (-52.5%) Shares 19 (-60.4%) Est. Cost $30.33 Unrealized
TTC TORO CO 0.0%
Value $685 (-43.9%) Shares 7 (-46.2%) Est. Cost $93.09 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $643 (-42.2%) Shares 4 (-50.0%) Est. Cost $150.03 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $16,883 (-2.6%) Shares 49 (-9.3%) Est. Cost $323.75 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $3,705 (+9.6%) Shares 53 (-1.9%) Est. Cost $50.62 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $1,117 (+30.8%) Shares 12 (-7.7%) Est. Cost $81.31 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value $2,321 (+12.7%) Shares 53 (-5.4%) Est. Cost $35.41 Unrealized
DHI D R HORTON INC 0.0%
Value $16,486 (+1.4%) Shares 101 (-14.4%) Est. Cost $132.87 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $5,699 (-3.8%) Shares 63 (-14.9%) Est. Cost $81.94 Unrealized
MOS MOSAIC CO 0.0%
Value $861 (-18.9%) Shares 41 (-2.4%) Est. Cost $30.42 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value $3 (-98.4%) Shares 0 (-100.0%) Est. Cost Unrealized
RPM RPM INTL INC 0.0%
Value $350 (-31.5%) Shares 3 (-40.0%) Est. Cost $119.94 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $9,089 (+1.7%) Shares 119 (-3.3%) Est. Cost $65.13 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $371 (-28.5%) Shares 8 (-38.5%) Est. Cost $45.99 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $734 (+23.8%) Shares 25 (-3.8%) Est. Cost $38.37 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value $301 (-28.3%) Shares 10 (-33.3%) Est. Cost $26.52 Unrealized
AOS SMITH A O CORP 0.0%
Value $257 (-23.7%) Shares 4 (-20.0%) Est. Cost $79.57 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $269 (-18.5%) Shares 3 (-25.0%) Est. Cost $161.43 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value $174 (-25.3%) Shares 16 (-30.4%) Est. Cost $18.49 Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value $6,828 (+0.8%) Shares 134 (-8.2%) Est. Cost $45.58 Unrealized
WWD WOODWARD INC 0.0%
Value $2,556 (+1.9%) Shares 6 (-14.3%) Est. Cost $230.96 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $2,520 (-1.5%) Shares 20 (-4.8%) Est. Cost $208.74 Unrealized
OLN OLIN CORP 0.0%
Value $1 (-96.9%) Shares 0 (-100.0%) Est. Cost Unrealized
AES AES CORP 0.0%
Value $175 (-10.3%) Shares 12 (-14.3%) Est. Cost $14.86 Unrealized

Unchanged Positions (253)

DFAU DIMENSIONAL ETF TRUST 18.0%
Value $49.62M Shares 959,941 Est. Cost $33.88 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.5%
Value $1.338M Shares 16,327 Est. Cost $60.84 Unrealized
SCHE SCHWAB STRATEGIC TR 0.8%
Value $2.078M Shares 57,311 Est. Cost $30.34 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.6%
Value $1.749M Shares 45,093 Est. Cost $31.53 Unrealized
IVLU ISHARES TR 1.0%
Value $2.849M Shares 68,115 Est. Cost $27.64 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.6%
Value $4.462M Shares 82,598 Est. Cost $46.42 Unrealized
ISVL ISHARES TR 0.8%
Value $2.152M Shares 42,745 Est. Cost $41.95 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $136K Shares 457 Est. Cost $150.82 Unrealized
IJR ISHARES TR 0.1%
Value $285K Shares 1,919 Est. Cost $95.34 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $343K Shares 4,167 Est. Cost $61.13 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $281K Shares 760 Est. Cost $287.90 Unrealized
SMA SMARTSTOP SELF STORAG REIT I 0.2%
Value $516K Shares 15,889 Est. Cost $31.02 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $102K Shares 213 Est. Cost $87.37 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value $385K Shares 8,735 Est. Cost $40.83 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $112K Shares 1,290 Est. Cost $65.01 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $83,829 Shares 440 Est. Cost $143.97 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $38,746 Shares 128 Est. Cost $15.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $421K Shares 841 Est. Cost $468.30 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $30,502 Shares 676 Est. Cost $7.52 Unrealized
DGRO ISHARES TR 0.1%
Value $207K Shares 2,729 Est. Cost $61.34 Unrealized
APH AMPHENOL CORP 0.0%
Value $41,494 Shares 235 Est. Cost $88.15 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $57,400 Shares 145 Est. Cost $181.93 Unrealized
QCOM QUALCOMM INC 0.0%
Value $37,759 Shares 204 Est. Cost $145.93 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $40,175 Shares 3,088 Est. Cost $16.61 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $62,749 Shares 831 Est. Cost $44.98 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $48,436 Shares 1,144 Est. Cost $35.71 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $14,487 Shares 15 Est. Cost $180.34 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value $11,510 Shares 423 Est. Cost $7.06 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $167K Shares 657 Est. Cost $157.31 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $42,131 Shares 1,040 Est. Cost $19.21 Unrealized
MMM 3M CO 0.0%
Value $59,943 Shares 370 Est. Cost $78.69 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $72,721 Shares 508 Est. Cost $96.28 Unrealized
IVW ISHARES TR 0.0%
Value $32,458 Shares 236 Est. Cost $99.99 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $25,080 Shares 34 Est. Cost $510.39 Unrealized
EFA ISHARES TR 0.0%
Value $82,793 Shares 797 Est. Cost $75.21 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $38,053 Shares 433 Est. Cost $80.22 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $16,525 Shares 101 Est. Cost $84.91 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $33,962 Shares 1,092 Est. Cost $27.85 Unrealized
ITOT ISHARES TR 0.0%
Value $26,612 Shares 162 Est. Cost $126.98 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $11,716 Shares 496 Est. Cost $5.47 Unrealized
RTX RTX CORPORATION 0.0%
Value $128K Shares 676 Est. Cost $86.67 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value $14,034 Shares 285 Est. Cost $63.28 Unrealized
TWLO TWILIO INC 0.0%
Value $8,047 Shares 39 Est. Cost $62.33 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $20,210 Shares 531 Est. Cost $32.43 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $16,138 Shares 117 Est. Cost $178.14 Unrealized
MCD MCDONALDS CORP 0.0%
Value $20,669 Shares 76 Est. Cost $283.64 Unrealized
QUAL ISHARES TR 0.0%
Value $21,362 Shares 97 Est. Cost $174.32 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $14,817 Shares 125 Est. Cost $87.90 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $8,657 Shares 24 Est. Cost $355.06 Unrealized
BP BP PLC 0.0%
Value $9,497 Shares 257 Est. Cost $38.79 Unrealized
QDPL PACER FDS TR 0.0%
Value $22,797 Shares 503 Est. Cost $38.92 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $12,765 Shares 925 Est. Cost $3.76 Unrealized
RBA RB GLOBAL INC 0.0%
Value $12,577 Shares 108 Est. Cost $64.26 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $10,595 Shares 221 Est. Cost $62.44 Unrealized
GLD SPDR GOLD TR 0.0%
Value $12,894 Shares 35 Est. Cost $242.14 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $4,197 Shares 5 Est. Cost $376.45 Unrealized
ETSY ETSY INC 0.0%
Value $6,404 Shares 85 Est. Cost $51.21 Unrealized
HEI HEICO CORP NEW 0.0%
Value $9,278 Shares 26 Est. Cost $169.30 Unrealized
PPG PPG INDS INC 0.0%
Value $17,466 Shares 144 Est. Cost $128.87 Unrealized
FXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $7,386 Shares 34 Est. Cost $136.26 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $17,973 Shares 189 Est. Cost $39.46 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $16,326 Shares 160 Est. Cost $91.44 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $6,206 Shares 40 Est. Cost $49.54 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $3,038 Shares 11 Est. Cost Unrealized
IBN ICICI BANK LIMITED 0.0%
Value $15,328 Shares 528 Est. Cost $23.12 Unrealized
ING ING GROEP N.V. 0.0%
Value $9,320 Shares 297 Est. Cost $13.18 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value $20,575 Shares 272 Est. Cost $69.90 Unrealized
FAST FASTENAL CO 0.0%
Value $46,409 Shares 966 Est. Cost $36.68 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $11,676 Shares 17 Est. Cost $501.94 Unrealized
IWD ISHARES TR 0.0%
Value $12,122 Shares 50 Est. Cost $194.24 Unrealized
SHEL SHELL PLC 0.0%
Value $6,902 Shares 89 Est. Cost $91.29 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $7,265 Shares 25 Est. Cost $343.14 Unrealized
OKTA OKTA INC 0.0%
Value $3,139 Shares 23 Est. Cost $78.21 Unrealized
AAON AAON INC 0.0%
Value $3,806 Shares 30 Est. Cost $77.76 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $6,725 Shares 46 Est. Cost $230.10 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $12,612 Shares 177 Est. Cost $64.08 Unrealized
USMV ISHARES TR 0.0%
Value $32,797 Shares 340 Est. Cost $88.79 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $4,556 Shares 37 Est. Cost $110.43 Unrealized
RY ROYAL BK CDA 0.0%
Value $5,589 Shares 27 Est. Cost $88.10 Unrealized
IWM ISHARES TR 0.0%
Value $6,610 Shares 22 Est. Cost $220.43 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $7,518 Shares 104 Est. Cost $57.28 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $7,897 Shares 89 Est. Cost $47.69 Unrealized
ROL ROLLINS INC 0.0%
Value $3,693 Shares 88 Est. Cost $37.88 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $6,635 Shares 86 Est. Cost $60.70 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $3,915 Shares 10 Est. Cost $202.54 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $5,850 Shares 20 Est. Cost $399.79 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $6,226 Shares 33 Est. Cost $96.11 Unrealized
ESML ISHARES TR 0.0%
Value $5,593 Shares 100 Est. Cost $42.05 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $2,636 Shares 9 Est. Cost $109.71 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $4,527 Shares 38 Est. Cost $90.36 Unrealized
GLDM WORLD GOLD TR 0.0%
Value $4,845 Shares 61 Est. Cost $44.07 Unrealized
EQIX EQUINIX INC 0.0%
Value $13,552 Shares 13 Est. Cost $755.03 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value $4,294 Shares 30 Est. Cost $130.10 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $3,448 Shares 47 Est. Cost $55.91 Unrealized
IYJ ISHARES TR 0.0%
Value $6,833 Shares 41 Est. Cost $119.44 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $5,990 Shares 8 Est. Cost $535.30 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $3,457 Shares 117 Est. Cost $31.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $9,679 Shares 61 Est. Cost $154.80 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value $20,158 Shares 723 Est. Cost $26.91 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $6,245 Shares 14 Est. Cost $525.57 Unrealized
RS RELIANCE INC 0.0%
Value $3,780 Shares 10 Est. Cost $287.77 Unrealized
IWR ISHARES TR 0.0%
Value $5,737 Shares 52 Est. Cost $91.98 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $7,825 Shares 8 Est. Cost $680.17 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value $6,172 Shares 148 Est. Cost $34.10 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value $4,457 Shares 125 Est. Cost $25.94 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $16,600 Shares 82 Est. Cost $183.65 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $1,416 Shares 50 Est. Cost $80.94 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $3,543 Shares 45 Est. Cost $63.23 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $3,469 Shares 21 Est. Cost $146.94 Unrealized
CALF PACER FDS TR 0.0%
Value $4,657 Shares 92 Est. Cost $44.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $5,320 Shares 25 Est. Cost $164.30 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $7,538 Shares 124 Est. Cost $51.14 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value $2,281 Shares 11 Est. Cost $162.61 Unrealized
IJH ISHARES TR 0.0%
Value $4,087 Shares 53 Est. Cost $64.61 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $2,094 Shares 39 Est. Cost $30.35 Unrealized
SUI SUN CMNTYS INC 0.0%
Value $9,320 Shares 77 Est. Cost $119.39 Unrealized
HUM HUMANA INC 0.0%
Value $810 Shares 2 Est. Cost $334.54 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $5,576 Shares 104 Est. Cost $54.78 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $10,998 Shares 58 Est. Cost $190.39 Unrealized
HCAT HEALTH CATALYST INC 0.0%
Value $1,206 Shares 606 Est. Cost $3.88 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $4,188 Shares 50 Est. Cost $67.22 Unrealized
LCID LUCID GROUP INC 0.0%
Value $1,004 Shares 150 Est. Cost $22.60 Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value $3,804 Shares 36 Est. Cost $85.87 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $1,758 Shares 44 Est. Cost $32.62 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $6,170 Shares 38 Est. Cost $179.50 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value $2,791 Shares 1,329 Est. Cost $2.27 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $815 Shares 18 Est. Cost $19.57 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $6,789 Shares 44 Est. Cost $145.80 Unrealized
SONY SONY GROUP CORP 0.0%
Value $11,535 Shares 575 Est. Cost $33.41 Unrealized
CHE CHEMED CORP NEW 0.0%
Value $1,872 Shares 4 Est. Cost $555.11 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $3,330 Shares 35 Est. Cost $62.31 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value $1,068 Shares 5 Est. Cost $120.64 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $40,053 Shares 343 Est. Cost $76.28 Unrealized
SYY SYSCO CORP 0.0%
Value $2,341 Shares 28 Est. Cost $66.28 Unrealized
NDAQ NASDAQ INC 0.0%
Value $4,414 Shares 56 Est. Cost $85.23 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $5,981 Shares 33 Est. Cost $236.35 Unrealized
MCO MOODYS CORP 0.0%
Value $8,610 Shares 19 Est. Cost $445.10 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $3,052 Shares 4 Est. Cost $208.11 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $840 Shares 3 Est. Cost $222.46 Unrealized
USRT ISHARES TR 0.0%
Value $2,725 Shares 41 Est. Cost $59.20 Unrealized
RMD RESMED INC 0.0%
Value $1,949 Shares 10 Est. Cost $150.68 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $2,028 Shares 17 Est. Cost $108.49 Unrealized
CX CEMEX SA EURO MTN BE 144A 0.0%
Value $5,832 Shares 486 Est. Cost $6.50 Unrealized
TS TENARIS S A 0.0%
Value $5,494 Shares 99 Est. Cost $31.61 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $13,580 Shares 8 Est. Cost $1784.19 Unrealized
WAT WATERS CORP 0.0%
Value $1,126 Shares 3 Est. Cost $293.70 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $2,153 Shares 57 Est. Cost $47.78 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $3,709 Shares 16 Est. Cost $238.37 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $422 Shares 4 Est. Cost $99.50 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $2,369 Shares 28 Est. Cost $101.12 Unrealized
SAP SAP SE 0.0%
Value $1,850 Shares 12 Est. Cost $195.08 Unrealized
AME AMETEK INC 0.0%
Value $1,711 Shares 7 Est. Cost $157.24 Unrealized
AZO AUTOZONE INC 0.0%
Value $3,196 Shares 1 Est. Cost $3625.09 Unrealized
ECL ECOLAB INC 0.0%
Value $3,986 Shares 14 Est. Cost $190.34 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $2,332 Shares 11 Est. Cost $130.46 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $4,055 Shares 24 Est. Cost $198.47 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $1,206 Shares 9 Est. Cost $135.59 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value $26,766 Shares 386 Est. Cost $69.80 Unrealized
DOW DOW HLDGS INC 0.0%
Value $301 Shares 11 Est. Cost $46.82 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $1,824 Shares 24 Est. Cost $60.20 Unrealized
CDW CDW CORP 0.0%
Value $1,126 Shares 8 Est. Cost $217.99 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $2,005 Shares 38 Est. Cost $48.95 Unrealized
AON AON PLC 0.0%
Value $5,308 Shares 16 Est. Cost $314.05 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $955 Shares 3 Est. Cost $306.57 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $3,046 Shares 9 Est. Cost $514.66 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value $953 Shares 5 Est. Cost $205.33 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $563 Shares 16 Est. Cost $28.17 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $729 Shares 3 Est. Cost $168.03 Unrealized
IEX IDEX CORP 0.0%
Value $681 Shares 3 Est. Cost $196.08 Unrealized
CI THE CIGNA GROUP 0.0%
Value $3,341 Shares 12 Est. Cost $295.97 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $2,527 Shares 8 Est. Cost $361.43 Unrealized
QRVO QORVO INC 0.0%
Value $653 Shares 7 Est. Cost $96.55 Unrealized
LKQ LKQ CORP 0.0%
Value $910 Shares 35 Est. Cost $43.71 Unrealized
DCI DONALDSON INC 0.0%
Value $2,008 Shares 22 Est. Cost $67.66 Unrealized
TKC TURKCELL ILETISIM 0.0%
Value $4,052 Shares 689 Est. Cost $4.73 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $897 Shares 14 Est. Cost $71.53 Unrealized
DTE DTE ENERGY CO 0.0%
Value $2,457 Shares 16 Est. Cost $103.63 Unrealized
DOV DOVER CORP 0.0%
Value $1,361 Shares 6 Est. Cost $136.69 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $229 Shares 1 Est. Cost $346.35 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $1,218 Shares 17 Est. Cost $80.24 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value $2,619 Shares 66 Est. Cost $38.27 Unrealized
MUSA MURPHY USA INC 0.0%
Value $1,078 Shares 2 Est. Cost $412.78 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $787 Shares 3 Est. Cost $250.06 Unrealized
GSK GSK PLC 0.0%
Value $1,957 Shares 37 Est. Cost $55.22 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $283 Shares 1 Est. Cost $193.61 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $472 Shares 2 Est. Cost $225.17 Unrealized
MSTR STRATEGY INC 0.0%
Value $174 Shares 2 Est. Cost $142.97 Unrealized
DOX AMDOCS LTD 0.0%
Value $256 Shares 5 Est. Cost $79.09 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $463 Shares 9 Est. Cost $92.39 Unrealized
VVV VALVOLINE INC 0.0%
Value $479 Shares 12 Est. Cost $33.48 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $351 Shares 1 Est. Cost $135.82 Unrealized
TSN TYSON FOODS INC 0.0%
Value $573 Shares 10 Est. Cost $55.15 Unrealized
NTES NETEASE COM INC 0.0%
Value $513 Shares 4 Est. Cost $100.25 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $999 Shares 21 Est. Cost $39.82 Unrealized
VRSN VERISIGN INC 0.0%
Value $5,032 Shares 20 Est. Cost $221.28 Unrealized
EFX EQUIFAX INC 0.0%
Value $477 Shares 3 Est. Cost $245.17 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $1,280 Shares 5 Est. Cost $214.09 Unrealized
WAB WABTEC 0.0%
Value $809 Shares 3 Est. Cost $111.67 Unrealized
MRNA MODERNA INC 0.0%
Value $211 Shares 3 Est. Cost $86.52 Unrealized
WSO WATSCO INC 0.0%
Value $417 Shares 1 Est. Cost $387.45 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $591 Shares 4 Est. Cost $50.72 Unrealized
VTR VENTAS INC 0.0%
Value $536 Shares 6 Est. Cost $41.74 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $387 Shares 2 Est. Cost $227.18 Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value $76 Shares 1 Est. Cost $135.33 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $161 Shares 1 Est. Cost $118.84 Unrealized
Z ZILLOW GROUP INC 0.0%
Value $127 Shares 4 Est. Cost $51.48 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $578 Shares 13 Est. Cost $45.87 Unrealized
WPC WP CAREY INC 0.0%
Value $797 Shares 11 Est. Cost $63.18 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $256 Shares 3 Est. Cost $58.87 Unrealized
EXP EAGLE MATLS INC 0.0%
Value $227 Shares 1 Est. Cost $234.63 Unrealized
TXT TEXTRON INC 0.0%
Value $737 Shares 8 Est. Cost $77.37 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $535 Shares 7 Est. Cost $46.45 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $203 Shares 2 Est. Cost $97.40 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $427 Shares 6 Est. Cost $46.64 Unrealized
MGA MAGNA INTL INC 0.0%
Value $197 Shares 3 Est. Cost $49.65 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value $117 Shares 2 Est. Cost $64.42 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value $654 Shares 3 Est. Cost $180.70 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $2,485 Shares 14 Est. Cost $188.42 Unrealized
RH RH 0.0%
Value $165 Shares 1 Est. Cost $272.53 Unrealized
ALLE ALLEGION PLC 0.0%
Value $703 Shares 5 Est. Cost $104.12 Unrealized
PSNY POLESTAR AUTOMOTIVE HLDG UK 0.0%
Value $1,109 Shares 59 Est. Cost $21.37 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $770 Shares 16 Est. Cost $46.75 Unrealized
YUM YUM BRANDS INC 0.0%
Value $800 Shares 5 Est. Cost $119.71 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $5,412 Shares 24 Est. Cost $211.25 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $2,333 Shares 52 Est. Cost $44.46 Unrealized
O REALTY INCOME CORP 0.0%
Value $1,549 Shares 25 Est. Cost $54.09 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $730 Shares 17 Est. Cost $27.30 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $4,670 Shares 26 Est. Cost $154.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $73 Shares 1 Est. Cost $82.61 Unrealized
IUSB ISHARES TR 0.0%
Value $17,214 Shares 373 Est. Cost $47.10 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $918 Shares 12 Est. Cost $63.02 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $2,026 Shares 26 Est. Cost $78.92 Unrealized
SF STIFEL FINL CORP 0.0%
Value $215 Shares 3 Est. Cost $89.40 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $1,995 Shares 26 Est. Cost $78.12 Unrealized
PLD PROLOGIS INC. 0.0%
Value $407 Shares 3 Est. Cost $105.75 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value $60 Shares 1 Est. Cost $98.57 Unrealized
IDA IDACORP INC 0.0%
Value $152 Shares 1 Est. Cost $130.09 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $86 Shares 1 Est. Cost $74.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $1,436 Shares 7 Est. Cost $130.73 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $155 Shares 2 Est. Cost $52.02 Unrealized
NI NISOURCE INC 0.0%
Value $428 Shares 9 Est. Cost $24.04 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $2,041 Shares 25 Est. Cost $62.05 Unrealized
PPL PPL CORP 0.0%
Value $153 Shares 4 Est. Cost $23.57 Unrealized
AGCO AGCO CORP 0.0%
Value $123 Shares 1 Est. Cost $111.30 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $378 Shares 3 Est. Cost $106.89 Unrealized
FLS FLOWSERVE CORP 0.0%
Value $447 Shares 6 Est. Cost $37.04 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $29 Shares 3 Est. Cost $14.57 Unrealized
DIS DISNEY WALT CO 0.0%
Value $15,645 Shares 161 Est. Cost $94.18 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $405 Shares 3 Est. Cost $85.28 Unrealized
VLTO VERALTO CORP 0.0%
Value $356 Shares 4 Est. Cost $82.23 Unrealized
NRG NRG ENERGY INC 0.0%
Value $1,315 Shares 9 Est. Cost $43.46 Unrealized
NFE NEW FORTRESS ENERGY INC 0.0%
Value $2 Shares 3 Est. Cost $32.85 Unrealized
HAUZ DBX ETF TR 0.0%
Value $68 Shares 3 Est. Cost $22.67 Unrealized