Rossby Financial, LCC Diversified Active

CIK: 0002056510 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 12, 2026

Total Value ($000): $324,198 (100.0% shares, 0.0% debt)

Holdings (1,812)

New Positions (410)

BPRE BLUEROCK PVT REAL ESTATE FD COM 1.2%
Value ($000) $3,822 Shares 254,779 Est. Cost $15.00 Unrealized
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 0.4%
Value ($000) $1,447 Shares 60,133 Est. Cost $24.06 Unrealized
QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND 0.4%
Value ($000) $1,161 Shares 16,108 Est. Cost $72.05 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.3%
Value ($000) $1,048 Shares 20,319 Est. Cost $51.60 Unrealized
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.2%
Value ($000) $714 Shares 11,797 Est. Cost $60.51 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $638 Shares 15,376 Est. Cost $41.48 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $613 Shares 8,339 Est. Cost $73.56 Unrealized
CVNA CARVANA CO CL A 0.2%
Value ($000) $506 Shares 1,200 Est. Cost $371.73 Unrealized 0.0%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $451 Shares 9,826 Est. Cost $45.85 Unrealized
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $427 Shares 4,929 Est. Cost $86.58 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $383 Shares 980 Est. Cost $407.67 Unrealized 0.0%
CENX CENTURY ALUM CO COM 0.1%
Value ($000) $355 Shares 9,050 Est. Cost $31.24 Unrealized 0.0%
OLN OLIN CORP COM PAR $1 0.1%
Value ($000) $354 Shares 17,000 Est. Cost $21.44 Unrealized 0.0%
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $312 Shares 12,501 Est. Cost $24.95 Unrealized
AZN ASTRAZENECA PLC ORD 0.1%
Value ($000) $292 Shares 3,178 Est. Cost $173.09 Unrealized 0.0%
VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.1%
Value ($000) $291 Shares 11,000 Est. Cost $26.47 Unrealized
VAL VALARIS LTD CL A 0.1%
Value ($000) $282 Shares 5,600 Est. Cost $53.67 Unrealized 0.0%
AKRE AKRE FOCUS ETF 0.1%
Value ($000) $275 Shares 4,201 Est. Cost $65.51 Unrealized
DNOW DNOW INC COM 0.1%
Value ($000) $252 Shares 19,000 Est. Cost $14.04 Unrealized 0.0%
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.1%
Value ($000) $239 Shares 9,893 Est. Cost $24.16 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.1%
Value ($000) $235 Shares 8,500 Est. Cost $11.07 Unrealized
IVOL KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF 0.1%
Value ($000) $192 Shares 10,000 Est. Cost $19.16 Unrealized
CSTM CONSTELLIUM SE CL A SHS 0.1%
Value ($000) $189 Shares 10,000 Est. Cost $16.60 Unrealized 0.0%
GLNG GOLAR LNG LTD SHS 0.1%
Value ($000) $186 Shares 5,000 Est. Cost $38.10 Unrealized 0.0%
VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.1%
Value ($000) $172 Shares 6,500 Est. Cost $26.47 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $149 Shares 2,058 Est. Cost $72.19 Unrealized
FCAL FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $146 Shares 2,971 Est. Cost $49.31 Unrealized
QUIZ ZACKS QUALITY INTERNATIONAL ETF 0.0%
Value ($000) $129 Shares 4,867 Est. Cost $26.52 Unrealized
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $124 Shares 7,291 Est. Cost $16.56 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $118 Shares 1,968 Est. Cost $58.66 Unrealized 0.0%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $102 Shares 3,304 Est. Cost $30.80 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $83 Shares 1,500 Est. Cost $47.78 Unrealized +10.2%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $80 Shares 1,115 Est. Cost $71.77 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $63 Shares 965 Est. Cost $65.40 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $58 Shares 500 Est. Cost $77.48 Unrealized +33.8%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value ($000) $54 Shares 1,401 Est. Cost $38.22 Unrealized
SRCE 1ST SOURCE CORP COM 0.0%
Value ($000) $50 Shares 806 Est. Cost $62.49 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $49 Shares 232 Est. Cost $210.34 Unrealized
AIVI WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND 0.0%
Value ($000) $42 Shares 815 Est. Cost $51.99 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $42 Shares 140 Est. Cost $301.15 Unrealized
RINT INTERNATIONAL DEVELOPED EQUITY ETF 0.0%
Value ($000) $40 Shares 1,356 Est. Cost $29.20 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $36 Shares 1,305 Est. Cost $26.85 Unrealized 0.0%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $33 Shares 276 Est. Cost $119.41 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 1,438 Est. Cost $19.74 Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $28 Shares 834 Est. Cost $33.45 Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $28 Shares 614 Est. Cost $45.35 Unrealized
NNI NELNET INC CL A 0.0%
Value ($000) $27 Shares 204 Est. Cost $130.83 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $27 Shares 167 Est. Cost $173.58 Unrealized 0.0%
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $25 Shares 210 Est. Cost $117.72 Unrealized
BLLN BILLIONTOONE INC CL A 0.0%
Value ($000) $25 Shares 300 Est. Cost $101.40 Unrealized 0.0%
NG NOVAGOLD RESOURCES INC COM NEW 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $9.27 Unrealized 0.0%
REMG EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $22 Shares 750 Est. Cost $29.52 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $21 Shares 145 Est. Cost $148.17 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $11.50 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $13.08 Unrealized +16.8%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $19 Shares 261 Est. Cost $72.08 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $19 Shares 52 Est. Cost $360.13 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $18 Shares 373 Est. Cost $58.01 Unrealized 0.0%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $18 Shares 109 Est. Cost $167.29 Unrealized 0.0%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $16 Shares 1,834 Est. Cost $14.76 Unrealized 0.0%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $16 Shares 200 Est. Cost $88.17 Unrealized 0.0%
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $52.80 Unrealized
NG NOVAGOLD RESOURCES INC COM NEW 0.0%
Value ($000) $15 Shares 1,600 Est. Cost $9.27 Unrealized 0.0%
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value ($000) $15 Shares 323 Est. Cost $46.03 Unrealized
AES AES CORP COM 0.0%
Value ($000) $15 Shares 1,027 Est. Cost $14.03 Unrealized 0.0%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $14 Shares 277 Est. Cost $51.87 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $14 Shares 379 Est. Cost $35.42 Unrealized 0.0%
MOD MODINE MFG CO COM 0.0%
Value ($000) $14 Shares 106 Est. Cost $148.95 Unrealized 0.0%
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value ($000) $14 Shares 235 Est. Cost $54.46 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $13 Shares 140 Est. Cost $98.04 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $13 Shares 269 Est. Cost $47.08 Unrealized 0.0%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $12 Shares 265 Est. Cost $46.27 Unrealized 0.0%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $12 Shares 1,024 Est. Cost $11.10 Unrealized 0.0%
RUSC RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $12 Shares 382 Est. Cost $31.12 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $179.70 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $80.63 Unrealized 0.0%
KRG KITE REALTY GROUP TRUST COM NEW 0.0%
Value ($000) $11 Shares 476 Est. Cost $23.97 Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value ($000) $11 Shares 558 Est. Cost $20.57 Unrealized 0.0%
LINE LINEAGE INC COM 0.0%
Value ($000) $11 Shares 307 Est. Cost $35.00 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $11 Shares 323 Est. Cost $33.01 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $11 Shares 34 Est. Cost $300.56 Unrealized 0.0%
CNH CNH INDL N V SHS 0.0%
Value ($000) $11 Shares 1,148 Est. Cost $9.99 Unrealized 0.0%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $10 Shares 266 Est. Cost $38.13 Unrealized 0.0%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $10 Shares 622 Est. Cost $18.48 Unrealized 0.0%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.24 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $10 Shares 355 Est. Cost $28.21 Unrealized
MKSI MKS INC. COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $148.21 Unrealized 0.0%
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value ($000) $10 Shares 155 Est. Cost $60.73 Unrealized 0.0%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $10 Shares 115 Est. Cost $86.76 Unrealized 0.0%
KRC KILROY REALTY CORP COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $37.37 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $10 Shares 74 Est. Cost $118.97 Unrealized 0.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $9 Shares 40 Est. Cost $194.00 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $124.29 Unrealized 0.0%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $8 Shares 9 Est. Cost $922.99 Unrealized 0.0%
CVNA CARVANA CO CL A 0.0%
Value ($000) $8 Shares 19 Est. Cost $371.73 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 138 Est. Cost $54.71 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $7 Shares 156 Est. Cost $46.76 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $7 Shares 44 Est. Cost $158.36 Unrealized 0.0%
RDDT REDDIT INC CL A 0.0%
Value ($000) $7 Shares 32 Est. Cost $210.30 Unrealized 0.0%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $108.86 Unrealized
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.64 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $7 Shares 49 Est. Cost $132.57 Unrealized 0.0%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $7 Shares 68 Est. Cost $103.13 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $7 Shares 57 Est. Cost $121.63 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $7 Shares 249 Est. Cost $27.80 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $98.40 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $293.14 Unrealized 0.0%
HAPS HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF 0.0%
Value ($000) $7 Shares 213 Est. Cost $31.42 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $7 Shares 66 Est. Cost $101.98 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $6 Shares 371 Est. Cost $17.64 Unrealized 0.0%
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.0%
Value ($000) $6 Shares 219 Est. Cost $28.84 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $164.37 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $116.54 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $168.78 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.33 Unrealized 0.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $147.17 Unrealized 0.0%
BXP BXP INC COM 0.0%
Value ($000) $6 Shares 87 Est. Cost $70.38 Unrealized 0.0%
RIFR RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $6 Shares 227 Est. Cost $25.79 Unrealized
ATI ATI INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $97.45 Unrealized 0.0%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $6 Shares 64 Est. Cost $91.86 Unrealized 0.0%
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $168.74 Unrealized 0.0%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $5 Shares 161 Est. Cost $33.28 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $227.30 Unrealized 0.0%
CVMC CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF 0.0%
Value ($000) $5 Shares 77 Est. Cost $64.42 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $130.08 Unrealized
ALPHA ARCHITECT TAIL RISK ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $89.78 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $5 Shares 73 Est. Cost $63.23 Unrealized 0.0%
FNB F N B CORP COM 0.0%
Value ($000) $5 Shares 278 Est. Cost $16.27 Unrealized 0.0%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $5 Shares 184 Est. Cost $25.78 Unrealized
VOLT TEMA ELECTRIFICATION ETF 0.0%
Value ($000) $5 Shares 163 Est. Cost $28.93 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $5 Shares 49 Est. Cost $94.61 Unrealized
CNX CNX RES CORP COM 0.0%
Value ($000) $5 Shares 126 Est. Cost $35.81 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $960.73 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $5 Shares 337 Est. Cost $15.56 Unrealized 0.0%
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $32.50 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $31.93 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $4 Shares 119 Est. Cost $38.70 Unrealized 0.0%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $95.73 Unrealized 0.0%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $113.58 Unrealized 0.0%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $4 Shares 141 Est. Cost $29.55 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 158 Est. Cost $27.87 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.59 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $4 Shares 98 Est. Cost $37.43 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $4 Shares 25 Est. Cost $147.32 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $69.90 Unrealized 0.0%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $91.86 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $386.90 Unrealized
KAMO KENSINGTON CREDIT OPPORTUNITIES ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $25.03 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $4 Shares 106 Est. Cost $36.05 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $194.36 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $185.83 Unrealized 0.0%
JPHY JPMORGAN ACTIVE HIGH YIELD ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $50.59 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $4 Shares 77 Est. Cost $40.84 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $3 Shares 272 Est. Cost $12.86 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $114.03 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $3 Shares 143 Est. Cost $26.75 Unrealized 0.0%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $3 Shares 133 Est. Cost $25.48 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $315.99 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $179.77 Unrealized 0.0%
PFUT PUTNAM SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $3 Shares 121 Est. Cost $25.31 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $3 Shares 192 Est. Cost $15.68 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $182.09 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.51 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $171.50 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $79.69 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $3 Shares 13 Est. Cost $237.95 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $77.96 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $3 Shares 140 Est. Cost $18.49 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $153.12 Unrealized 0.0%
CVLT COMMVAULT SYS INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $140.69 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $353.69 Unrealized 0.0%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $3 Shares 24 Est. Cost $111.30 Unrealized 0.0%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $59.37 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.40 Unrealized 0.0%
ATGE ADTALEM GLOBAL ED INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $114.51 Unrealized 0.0%
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $62.39 Unrealized 0.0%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.98 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $302.29 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $123.87 Unrealized 0.0%
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $27.73 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $181.83 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $51.86 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $163.37 Unrealized 0.0%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $2 Shares 33 Est. Cost $71.97 Unrealized 0.0%
AMCR AMCOR PLC COM NEW 0.0%
Value ($000) $2 Shares 292 Est. Cost $8.34 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $255.44 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $83.36 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $49.58 Unrealized
IESC IES HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $401.94 Unrealized 0.0%
ARMK ARAMARK HOLDINGS CORP COM 0.0%
Value ($000) $2 Shares 63 Est. Cost $37.92 Unrealized 0.0%
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $2 Shares 104 Est. Cost $21.56 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $56.28 Unrealized 0.0%
NXT NEXTPOWER INC CLASS A COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $90.67 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $2 Shares 42 Est. Cost $46.76 Unrealized 0.0%
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $31.63 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $82.11 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $2 Shares 11 Est. Cost $192.67 Unrealized 0.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $274.80 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $107.15 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $161.36 Unrealized 0.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $123.10 Unrealized 0.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $123.94 Unrealized
FISR STATE STREET FIXED INCOME SECTOR ROTATION ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $25.91 Unrealized
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $2 Shares 36 Est. Cost $53.64 Unrealized
CNM CORE & MAIN INC CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.29 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $164.43 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $94.58 Unrealized 0.0%
INCY INCYTE CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $96.76 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $2 Shares 36 Est. Cost $61.10 Unrealized 0.0%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $2 Shares 24 Est. Cost $92.29 Unrealized 0.0%
POST POST HLDGS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $103.53 Unrealized 0.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $437.22 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.23 Unrealized 0.0%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $2 Shares 238 Est. Cost $7.32 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $137.58 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $340.47 Unrealized 0.0%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $106.29 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $267.42 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1721.38 Unrealized 0.0%
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 63 Est. Cost $26.03 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.62 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $2 Shares 124 Est. Cost $15.35 Unrealized 0.0%
KEP KOREA ELEC PWR CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 99 Est. Cost $16.51 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $2 Shares 45 Est. Cost $36.05 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $2 Shares 23 Est. Cost $72.41 Unrealized 0.0%
COO COOPER COS INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $74.85 Unrealized 0.0%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $255.14 Unrealized 0.0%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $146.39 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $269.03 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $61.13 Unrealized 0.0%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $152.83 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $37.24 Unrealized 0.0%
LII LENNOX INTL INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $499.61 Unrealized 0.0%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $132.45 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $88.51 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.70 Unrealized 0.0%
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $117.65 Unrealized 0.0%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.72 Unrealized 0.0%
EVR EVERCORE PARTNERS INC CLASS A 0.0%
Value ($000) $1 Shares 4 Est. Cost $320.89 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $64.40 Unrealized 0.0%
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $91.86 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $94.91 Unrealized 0.0%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $81.71 Unrealized 0.0%
ADT ADT INC DEL COM 0.0%
Value ($000) $1 Shares 162 Est. Cost $8.27 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $144.68 Unrealized 0.0%
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $99.34 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $1 Shares 158 Est. Cost $8.13 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $73.59 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.45 Unrealized
AN AUTONATION INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $208.03 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $1 Shares 81 Est. Cost $15.64 Unrealized 0.0%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $1 Shares 169 Est. Cost $6.29 Unrealized 0.0%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $41.98 Unrealized 0.0%
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.52 Unrealized 0.0%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $98.36 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.05 Unrealized
UMBF UMB FINL CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $113.28 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $32.39 Unrealized 0.0%
TTC TORO CO COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $73.92 Unrealized 0.0%
BOX BOX INC CL A 0.0%
Value ($000) $1 Shares 34 Est. Cost $31.37 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.37 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $143.71 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $114.35 Unrealized 0.0%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $91.56 Unrealized 0.0%
WMG WARNER MUSIC GROUP CORP COM CL A 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.24 Unrealized 0.0%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.59 Unrealized 0.0%
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.03 Unrealized 0.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $234.27 Unrealized 0.0%
WING WINGSTOP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $247.68 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.11 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $31.36 Unrealized 0.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $290.32 Unrealized 0.0%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.07 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $20.79 Unrealized 0.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $38.46 Unrealized 0.0%
GTLS CHART INDS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.64 Unrealized 0.0%
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.91 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.88 Unrealized 0.0%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $107.37 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.40 Unrealized 0.0%
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $1 Shares 136 Est. Cost $5.79 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $127.92 Unrealized 0.0%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $162.56 Unrealized 0.0%
MOG/A MOOG INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $219.17 Unrealized 0.0%
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $1 Shares 26 Est. Cost $28.00 Unrealized
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.07 Unrealized
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $164.86 Unrealized 0.0%
DY DYCOM INDS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $315.29 Unrealized 0.0%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $317.53 Unrealized 0.0%
TXNM TXNM ENERGY INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.71 Unrealized 0.0%
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $80.28 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $91.80 Unrealized 0.0%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.85 Unrealized 0.0%
SLM SLM CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.43 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.26 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.52 Unrealized 0.0%
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $35.62 Unrealized 0.0%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $266.28 Unrealized 0.0%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $53.18 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $27.64 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.45 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $567.64 Unrealized 0.0%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.11 Unrealized 0.0%
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.27 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 68 Est. Cost $7.91 Unrealized 0.0%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $179.10 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.58 Unrealized 0.0%
CRVL CORVEL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.43 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.99 Unrealized 0.0%
DCI DONALDSON INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.42 Unrealized 0.0%
ITT ITT INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $179.17 Unrealized 0.0%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $89.46 Unrealized 0.0%
GATX GATX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $164.34 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $32.42 Unrealized 0.0%
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.57 Unrealized 0.0%
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.84 Unrealized 0.0%
AAMI ACADIAN ASSET MANAGEMENT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $46.07 Unrealized 0.0%
APPF APPFOLIO INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $237.64 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.74 Unrealized 0.0%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 17 Est. Cost $31.04 Unrealized 0.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $16.38 Unrealized 0.0%
RLI RLI CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $61.46 Unrealized 0.0%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 9 Est. Cost $48.44 Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $216.57 Unrealized 0.0%
SKM SK TELECOM CO LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.52 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $107.35 Unrealized 0.0%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $435.02 Unrealized 0.0%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.91 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.47 Unrealized 0.0%
WF WOORI FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.86 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $406.96 Unrealized 0.0%
W WAYFAIR INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.17 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.39 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $16.21 Unrealized 0.0%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.09 Unrealized 0.0%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $410.47 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $127.67 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $130.09 Unrealized 0.0%
LPL LG DISPLAY CO LTD SPONS ADR REP 0.0%
Value ($000) $0 Shares 90 Est. Cost $4.21 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 58 Est. Cost $6.47 Unrealized
TLRY TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 41 Est. Cost $12.20 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.09 Unrealized 0.0%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $178.00 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $42.20 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $183.13 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.76 Unrealized 0.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.45 Unrealized 0.0%
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.87 Unrealized 0.0%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $162.81 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.02 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $96.14 Unrealized 0.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $131.27 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.00 Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $275.88 Unrealized 0.0%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $33.87 Unrealized 0.0%
OVV OVINTIV INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $38.77 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $67.27 Unrealized 0.0%
FFLG FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.89 Unrealized
APG API GROUP CORP COM STK 0.0%
Value ($000) $0 Shares 7 Est. Cost $36.98 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.43 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.59 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $44.60 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.85 Unrealized 0.0%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $119.59 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $126.61 Unrealized 0.0%
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.25 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.72 Unrealized 0.0%
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.67 Unrealized
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $29.35 Unrealized 0.0%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $70.95 Unrealized 0.0%
QTWO Q2 HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.65 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.88 Unrealized 0.0%
MIR MIRION TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $24.94 Unrealized 0.0%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.50 Unrealized 0.0%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.40 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.32 Unrealized 0.0%
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $210.72 Unrealized 0.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $47.75 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.00 Unrealized
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $70.65 Unrealized 0.0%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.63 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $185.35 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.98 Unrealized 0.0%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.00 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.72 Unrealized 0.0%
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.24 Unrealized 0.0%
GNTX GENTEX CORP COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.11 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.34 Unrealized 0.0%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.79 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.30 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.87 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.27 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.02 Unrealized 0.0%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.84 Unrealized 0.0%
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.08 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.81 Unrealized 0.0%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.88 Unrealized 0.0%
KBR KBR INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.74 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $44.24 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.72 Unrealized 0.0%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.46 Unrealized 0.0%
STAG STAG INDUSTRIAL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.67 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.43 Unrealized 0.0%
AGCO AGCO CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.99 Unrealized 0.0%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $92.83 Unrealized 0.0%
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $90.00 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.17 Unrealized 0.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $22.50 Unrealized
GME/WS GAMESTOP CORP NEW WT EXP 103026 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.00 Unrealized

Increased Positions (652)

VUG VANGUARD GROWTH ETF 1.3%
Value ($000) $4,065 (+1241.3%) Shares 8,333 (+1224.8%) Est. Cost $481.08 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.0%
Value ($000) $3,114 (+2115.8%) Shares 21,694 (+2078.1%) Est. Cost $143.05 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.8%
Value ($000) $2,680 (+4573.6%) Shares 31,996 (+4591.5%) Est. Cost $83.70 Unrealized
CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 6.8%
Value ($000) $22,112 (+12.0%) Shares 310,122 (+8.1%) Est. Cost $64.35 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.7%
Value ($000) $2,379 (+1399.2%) Shares 51,124 (+1402.8%) Est. Cost $46.50 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 3.3%
Value ($000) $10,562 (+15.9%) Shares 206,005 (+1.2%) Est. Cost $33.73 Unrealized
CVLC CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF 4.5%
Value ($000) $14,660 (+10.0%) Shares 174,021 (+7.4%) Est. Cost $74.00 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.9%
Value ($000) $2,978 (+49.7%) Shares 62,233 (+50.2%) Est. Cost $47.67 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 2.1%
Value ($000) $6,935 (+14.3%) Shares 89,042 (+14.6%) Est. Cost $75.44 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 2.5%
Value ($000) $8,227 (+10.8%) Shares 109,786 (+9.3%) Est. Cost $66.82 Unrealized
GRNB VANECK GREEN BOND ETF 2.4%
Value ($000) $7,636 (+11.5%) Shares 313,807 (+11.8%) Est. Cost $23.93 Unrealized
AAPL APPLE INC COM 2.3%
Value ($000) $7,345 (+9.4%) Shares 27,019 (+2.8%) Est. Cost $233.63 Unrealized +14.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $774 (+405.5%) Shares 3,522 (+398.9%) Est. Cost $213.71 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $1,229 (+101.7%) Shares 15,598 (+101.7%) Est. Cost $78.09 Unrealized
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $615 (+1465.4%) Shares 5,592 (+1484.1%) Est. Cost $109.91 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.7%
Value ($000) $2,231 (+28.0%) Shares 7,751 (+18.6%) Est. Cost $258.70 Unrealized
NVDA NVIDIA CORPORATION COM 2.1%
Value ($000) $6,692 (+7.5%) Shares 35,881 (+8.0%) Est. Cost $134.15 Unrealized +38.7%
NEM NEWMONT CORP COM 0.2%
Value ($000) $617 (+178.2%) Shares 6,184 (+139.5%) Est. Cost $71.12 Unrealized +26.8%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $480 (+330.0%) Shares 2,160 (+287.1%) Est. Cost $191.80 Unrealized +3.4%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,949 (+20.0%) Shares 5,631 (+15.6%) Est. Cost $213.64 Unrealized +67.1%
CMBT CMB.TECH NV SHS 0.1%
Value ($000) $308 (+11259.9%) Shares 31,890 (+10896.6%) Est. Cost $9.73 Unrealized -0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $113 (-72.6%) Shares 737 (+63.1%) Est. Cost $183.94 Unrealized -6.7%
ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 0.3%
Value ($000) $952 (+43.8%) Shares 27,381 (+39.6%) Est. Cost $30.97 Unrealized
HL HECLA MNG CO COM 0.1%
Value ($000) $298 (+595.4%) Shares 15,550 (+344.3%) Est. Cost $13.08 Unrealized +16.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $263 (+2560.7%) Shares 2,791 (+2583.7%) Est. Cost $94.04 Unrealized
CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF 0.2%
Value ($000) $663 (+59.1%) Shares 13,056 (+59.1%) Est. Cost $50.71 Unrealized
CVX CHEVRON CORPORATION COM 0.2%
Value ($000) $752 (+48.5%) Shares 4,936 (+50.6%) Est. Cost $148.39 Unrealized +2.0%
VXF VANGUARD EXTENDED MARKET ETF 0.2%
Value ($000) $491 (+99.2%) Shares 2,350 (+100.0%) Est. Cost $199.55 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.2%
Value ($000) $527 (+85.6%) Shares 10,059 (+97.5%) Est. Cost $56.06 Unrealized -4.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $319 (+214.7%) Shares 11,865 (+209.2%) Est. Cost $25.24 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $392 (+109.1%) Shares 3,724 (+79.0%) Est. Cost $96.29 Unrealized -3.2%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $3,228 (+6.4%) Shares 4,713 (+4.3%) Est. Cost $602.97 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1.2%
Value ($000) $3,873 (+5.2%) Shares 48,039 (+5.6%) Est. Cost $80.64 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $293 (+186.3%) Shares 3,581 (+238.5%) Est. Cost $89.07 Unrealized +1.1%
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.1%
Value ($000) $466 (+64.0%) Shares 2,500 (+25.0%) Est. Cost $103.73 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $180 (+2401.5%) Shares 3,530 (+2403.5%) Est. Cost $50.86 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.6%
Value ($000) $2,048 (+8.7%) Shares 21,064 (+9.2%) Est. Cost $97.23 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $229 (+230.7%) Shares 802 (+111.1%) Est. Cost $165.61 Unrealized +38.5%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $159 (+2635.7%) Shares 2,907 (+2567.0%) Est. Cost $54.55 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $720 (+26.5%) Shares 9,719 (+26.9%) Est. Cost $72.52 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value ($000) $109 (-57.9%) Shares 1,162 (+425.8%) Est. Cost $110.32 Unrealized -2.3%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $675 (+28.2%) Shares 2,209 (+26.1%) Est. Cost $293.46 Unrealized +4.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $171 (+577.0%) Shares 7,314 (+579.1%) Est. Cost $23.36 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $333 (+74.5%) Shares 6,050 (+60.8%) Est. Cost $47.78 Unrealized +10.2%
D DOMINION ENERGY INC COM 0.4%
Value ($000) $1,286 (+12.0%) Shares 21,945 (+16.4%) Est. Cost $54.83 Unrealized +9.0%
INSM INSMED INC COM PAR $.01 0.1%
Value ($000) $179 (+302.2%) Shares 1,028 (+240.4%) Est. Cost $159.04 Unrealized +14.7%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,429 (+5.8%) Shares 10,522 (+1.1%) Est. Cost $209.15 Unrealized +9.4%
VDC VANGUARD CONSUMER STAPLES ETF 1.7%
Value ($000) $5,471 (+2.5%) Shares 25,899 (+3.5%) Est. Cost $212.69 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $365 (-26.0%) Shares 1,615 (+13.3%) Est. Cost $285.31 Unrealized +4.4%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.3%
Value ($000) $884 (+16.7%) Shares 1,815 (+4.9%) Est. Cost $346.33 Unrealized +34.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $286 (+71.0%) Shares 5,323 (+73.4%) Est. Cost $49.68 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $147 (+388.4%) Shares 900 (+305.4%) Est. Cost $143.83 Unrealized +4.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $142 (+388.3%) Shares 1,784 (+388.8%) Est. Cost $79.58 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $119 (+1091.7%) Shares 768 (+1081.5%) Est. Cost $153.27 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $969 (+12.7%) Shares 9,701 (+13.0%) Est. Cost $98.46 Unrealized
SMIZ ZACKS SMALL/MID CAP ETF 0.1%
Value ($000) $386 (+39.0%) Shares 10,437 (+40.5%) Est. Cost $32.35 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $936 (+13.0%) Shares 38,933 (+10.3%) Est. Cost $20.12 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $110 (+4823.1%) Shares 827 (+4764.7%) Est. Cost $132.09 Unrealized +0.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $161 (+196.0%) Shares 1,819 (+206.2%) Est. Cost $88.77 Unrealized
KGC KINROSS GOLD CORP COM 0.2%
Value ($000) $661 (+19.1%) Shares 23,489 (+7.6%) Est. Cost $12.37 Unrealized +110.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $422 (+32.5%) Shares 1,849 (+41.8%) Est. Cost $197.48 Unrealized +15.2%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $105 (+4880.5%) Shares 760 (+5328.6%) Est. Cost $137.56 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $410 (+31.3%) Shares 2,397 (+27.8%) Est. Cost $161.52 Unrealized +5.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $93 (+6390.1%) Shares 541 (+4818.2%) Est. Cost $149.43 Unrealized +1.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $120 (+302.2%) Shares 2,237 (+371.9%) Est. Cost $58.65 Unrealized -2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,071 (+8.9%) Shares 2,130 (+7.9%) Est. Cost $473.30 Unrealized +5.1%
DE DEERE & CO COM 0.0%
Value ($000) $93 (+791.7%) Shares 199 (+765.2%) Est. Cost $469.81 Unrealized -0.4%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $163 (+101.5%) Shares 565 (+108.5%) Est. Cost $264.99 Unrealized +8.9%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $128 (+159.1%) Shares 611 (+146.4%) Est. Cost $188.94 Unrealized +2.0%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.2%
Value ($000) $554 (+16.1%) Shares 21,863 (+16.9%) Est. Cost $25.45 Unrealized
RGLO RUSSELL INVESTMENTS GLOBAL EQUITY ETF 0.0%
Value ($000) $113 (+194.1%) Shares 3,803 (+184.0%) Est. Cost $29.33 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $110 (+197.2%) Shares 708 (+175.5%) Est. Cost $148.72 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $693 (+11.6%) Shares 6,907 (+11.6%) Est. Cost $100.37 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $87 (+463.4%) Shares 874 (+420.2%) Est. Cost $92.43 Unrealized +2.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $76 (+1070.7%) Shares 1,430 (+1072.1%) Est. Cost $52.87 Unrealized
AGI ALAMOS GOLD INC COM CL A 0.1%
Value ($000) $422 (+18.9%) Shares 10,932 (+8.2%) Est. Cost $20.45 Unrealized +70.3%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $237 (+39.4%) Shares 386 (+36.9%) Est. Cost $529.09 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $130 (+100.5%) Shares 1,034 (+113.6%) Est. Cost $127.50 Unrealized -0.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value ($000) $296 (+27.7%) Shares 3,571 (+2.3%) Est. Cost $80.04 Unrealized -6.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $194 (+49.4%) Shares 906 (+14.4%) Est. Cost $140.12 Unrealized +60.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $85 (+302.2%) Shares 272 (+262.7%) Est. Cost $289.15 Unrealized +1.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $614 (+11.5%) Shares 3,453 (+16.1%) Est. Cost $129.93 Unrealized +39.3%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $159 (+59.3%) Shares 517 (+55.7%) Est. Cost $236.31 Unrealized +27.3%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $145 (+66.7%) Shares 3,270 (+64.9%) Est. Cost $42.51 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $342 (+20.3%) Shares 969 (+19.5%) Est. Cost $282.40 Unrealized +28.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $193 (+41.8%) Shares 1,342 (+41.4%) Est. Cost $150.63 Unrealized -3.1%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $80 (+229.8%) Shares 1,247 (+222.2%) Est. Cost $61.47 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $81 (+219.9%) Shares 1,928 (+221.9%) Est. Cost $41.62 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $897 (+6.5%) Shares 7,280 (+4.7%) Est. Cost $102.56 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $870 (+6.7%) Shares 6,071 (+14.0%) Est. Cost $162.57 Unrealized -9.5%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $162 (+50.5%) Shares 4,946 (+54.3%) Est. Cost $29.31 Unrealized
SMTK SMARTKEM INC COM NEW 0.1%
Value ($000) $242 (+28.6%) Shares 227,000 (+110.2%) Est. Cost $1.47 Unrealized +21.9%
STEX STREAMEX CORP COM 0.0%
Value ($000) $76 (+238.2%) Shares 25,000 (+525.0%) Est. Cost $5.45 Unrealized -17.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $167 (+46.6%) Shares 651 (+24.2%) Est. Cost $181.00 Unrealized +32.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $116 (+73.8%) Shares 132 (+55.3%) Est. Cost $691.39 Unrealized +17.6%
MTZ MASTEC INC COM 0.2%
Value ($000) $639 (+8.1%) Shares 2,941 (+6.9%) Est. Cost $184.85 Unrealized +13.5%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $47 (+6599.9%) Shares 70 (+6900.0%) Est. Cost $625.73 Unrealized +0.7%
GRAL GRAIL INC COM 0.0%
Value ($000) $107 (+72.4%) Shares 1,250 (+25.0%) Est. Cost $47.85 Unrealized +80.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $946 (+4.9%) Shares 11,780 (+2.8%) Est. Cost $75.00 Unrealized +10.0%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $236 (+22.7%) Shares 3,390 (+18.7%) Est. Cost $63.96 Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.1%
Value ($000) $262 (+19.0%) Shares 4,657 (+16.6%) Est. Cost $55.22 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $138 (+42.4%) Shares 335 (+39.6%) Est. Cost $351.47 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $105 (+62.7%) Shares 3,012 (+70.0%) Est. Cost $34.14 Unrealized +4.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $453 (+9.8%) Shares 3,770 (+8.9%) Est. Cost $113.58 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $165 (+32.3%) Shares 3,064 (+16.4%) Est. Cost $52.71 Unrealized -9.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $228 (+20.4%) Shares 697 (+9.8%) Est. Cost $288.75 Unrealized +9.4%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $521 (+7.8%) Shares 4,040 (+12.5%) Est. Cost $122.71 Unrealized +9.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $260 (+16.6%) Shares 2,809 (+17.5%) Est. Cost $90.31 Unrealized
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $38 (+3217.7%) Shares 426 (+3176.9%) Est. Cost $89.15 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $70 (+108.0%) Shares 1,431 (+92.6%) Est. Cost $44.19 Unrealized +3.7%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $293 (+14.1%) Shares 5,023 (+3.0%) Est. Cost $43.53 Unrealized +23.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $149 (+31.8%) Shares 550 (+16.3%) Est. Cost $217.99 Unrealized +15.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $140 (+34.0%) Shares 938 (+9.3%) Est. Cost $115.50 Unrealized +17.4%
NI NISOURCE INC COM 0.0%
Value ($000) $65 (+118.2%) Shares 1,553 (+125.1%) Est. Cost $40.41 Unrealized +5.5%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $145 (+32.0%) Shares 1,567 (+28.0%) Est. Cost $82.97 Unrealized
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.1%
Value ($000) $222 (-13.5%) Shares 7,186 (+7.4%) Est. Cost $37.90 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $233 (+17.4%) Shares 706 (+23.9%) Est. Cost $511.34 Unrealized -34.1%
SONY SONY GROUP CORP SPONSORED ADR 0.2%
Value ($000) $517 (-6.2%) Shares 20,211 (+5.3%) Est. Cost $25.08 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $56 (+153.8%) Shares 278 (+146.0%) Est. Cost $187.45 Unrealized +1.4%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $54 (+154.0%) Shares 661 (+91.6%) Est. Cost $59.01 Unrealized +19.3%
EOG EOG RES INC COM 0.0%
Value ($000) $120 (+36.8%) Shares 1,147 (+45.0%) Est. Cost $119.50 Unrealized -10.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $130 (+33.1%) Shares 1,612 (+27.6%) Est. Cost $79.21 Unrealized -4.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $271 (+13.4%) Shares 3,275 (+13.4%) Est. Cost $82.18 Unrealized
DHT DHT HOLDINGS INC SHS NEW 0.1%
Value ($000) $317 (+11.2%) Shares 26,000 (+7.9%) Est. Cost $9.93 Unrealized +23.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $77 (+70.4%) Shares 547 (+67.3%) Est. Cost $126.21 Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $186 (+20.6%) Shares 2,397 (+21.5%) Est. Cost $80.28 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $31 (+3424.4%) Shares 385 (+3400.0%) Est. Cost $80.58 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.1%
Value ($000) $235 (+14.5%) Shares 2,590 (+1.6%) Est. Cost $59.63 Unrealized +43.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $119 (+32.4%) Shares 321 (+17.6%) Est. Cost $298.04 Unrealized +19.8%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $96 (+43.0%) Shares 1,640 (+43.0%) Est. Cost $58.76 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $50 (+123.8%) Shares 432 (+105.7%) Est. Cost $96.92 Unrealized +14.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $310 (+9.7%) Shares 3,125 (+8.5%) Est. Cost $95.98 Unrealized +2.9%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $111 (+33.0%) Shares 2,371 (+33.8%) Est. Cost $43.03 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $86 (+46.4%) Shares 610 (+43.2%) Est. Cost $129.88 Unrealized
PCAR PACCAR INC COM 0.1%
Value ($000) $208 (+14.8%) Shares 1,896 (+2.4%) Est. Cost $103.79 Unrealized -2.5%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $55 (+95.7%) Shares 156 (+85.7%) Est. Cost $344.01 Unrealized -2.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $40 (+199.7%) Shares 596 (+218.7%) Est. Cost $66.46 Unrealized +4.7%
SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF 0.0%
Value ($000) $95 (+38.7%) Shares 1,695 (+11.1%) Est. Cost $45.84 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $75 (+53.6%) Shares 728 (+54.9%) Est. Cost $102.91 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $342 (-7.0%) Shares 13,749 (+1.6%) Est. Cost $24.49 Unrealized +2.2%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value ($000) $66 (+62.7%) Shares 666 (+38.5%) Est. Cost $102.74 Unrealized -9.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $94 (+35.7%) Shares 386 (+19.5%) Est. Cost $196.97 Unrealized +12.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $384 (-6.0%) Shares 1,117 (+8.4%) Est. Cost $390.75 Unrealized -6.7%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $234 (+11.1%) Shares 834 (+1.3%) Est. Cost $242.26 Unrealized +8.6%
EFIV STATE STREET SPDR S&P 500 ESG ETF 0.0%
Value ($000) $60 (+63.4%) Shares 908 (+57.6%) Est. Cost $64.67 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $106 (+28.0%) Shares 2,886 (+24.7%) Est. Cost $24.74 Unrealized +52.6%
GROZ ZACKS FOCUS GROWTH ETF 0.0%
Value ($000) $72 (+45.9%) Shares 2,429 (+44.7%) Est. Cost $25.25 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $26 (+798.5%) Shares 203 (+968.4%) Est. Cost $137.33 Unrealized +2.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $241 (+10.3%) Shares 8,056 (+14.2%) Est. Cost $34.13 Unrealized -16.4%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $379 (+6.3%) Shares 2,999 (+13.3%) Est. Cost $131.40 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $42 (+109.4%) Shares 55 (+111.5%) Est. Cost $786.83 Unrealized -0.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $114 (+23.9%) Shares 926 (+12.2%) Est. Cost $93.46 Unrealized +29.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $90 (+31.3%) Shares 177 (+9.3%) Est. Cost $354.21 Unrealized +31.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $60 (+55.6%) Shares 467 (+41.9%) Est. Cost $114.38 Unrealized +8.3%
VTR VENTAS INC COM 0.0%
Value ($000) $56 (+60.4%) Shares 729 (+45.8%) Est. Cost $66.15 Unrealized +13.3%
SNDK SANDISK CORP COM 0.0%
Value ($000) $21 (+5785.4%) Shares 90 (+2900.0%) Est. Cost $194.89 Unrealized +2.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $389 (+5.7%) Shares 1,959 (+4.1%) Est. Cost $179.17 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $130 (+19.1%) Shares 2,941 (+18.0%) Est. Cost $36.21 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $111 (+23.0%) Shares 170 (+14.1%) Est. Cost $512.02 Unrealized +18.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $286 (-6.7%) Shares 1,541 (+2.6%) Est. Cost $211.43 Unrealized -8.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $533 (+4.0%) Shares 5,954 (+2.2%) Est. Cost $73.41 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $227 (+9.7%) Shares 2,122 (+9.0%) Est. Cost $106.49 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $49 (+65.7%) Shares 1,349 (+63.3%) Est. Cost $35.70 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $61 (+43.5%) Shares 717 (+41.7%) Est. Cost $92.04 Unrealized -5.0%
CME CME GROUP INC COM 0.0%
Value ($000) $75 (+32.5%) Shares 276 (+29.0%) Est. Cost $251.77 Unrealized +7.5%
ROST ROSS STORES INC COM 0.0%
Value ($000) $105 (+21.3%) Shares 583 (+3.2%) Est. Cost $139.35 Unrealized +19.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $84 (+28.0%) Shares 703 (+16.4%) Est. Cost $88.08 Unrealized +30.3%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $55 (+49.6%) Shares 63 (+28.6%) Est. Cost $686.19 Unrealized +19.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $45 (+69.5%) Shares 1,837 (+83.7%) Est. Cost $26.65 Unrealized -7.6%
MDB MONGODB INC CL A 0.0%
Value ($000) $69 (+35.5%) Shares 165 (+3.8%) Est. Cost $229.44 Unrealized +58.6%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $22 (+396.0%) Shares 414 (+365.2%) Est. Cost $51.37 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $31 (+119.7%) Shares 765 (+155.0%) Est. Cost $43.18 Unrealized -3.8%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $81 (+26.6%) Shares 1,886 (+161.2%) Est. Cost $56.29 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.1%
Value ($000) $408 (+4.3%) Shares 19,203 (+5.0%) Est. Cost $21.26 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $18 (+1197.4%) Shares 67 (+1016.7%) Est. Cost $243.60 Unrealized +3.5%
EUSB ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF 0.1%
Value ($000) $294 (+5.8%) Shares 6,701 (+5.7%) Est. Cost $43.75 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $338 (+5.0%) Shares 2,836 (+5.1%) Est. Cost $116.05 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $22 (+275.3%) Shares 173 (+260.4%) Est. Cost $113.17 Unrealized +5.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $49 (+47.0%) Shares 64 (+14.3%) Est. Cost $661.26 Unrealized +2.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $109 (-12.6%) Shares 1,059 (+9.1%) Est. Cost $122.13 Unrealized -1.2%
BLK BLACKROCK INC COM 0.0%
Value ($000) $75 (+26.3%) Shares 70 (+34.6%) Est. Cost $1021.61 Unrealized +6.6%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $114 (+15.7%) Shares 1,563 (+8.5%) Est. Cost $57.79 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $21 (+286.3%) Shares 112 (+273.3%) Est. Cost $180.30 Unrealized +3.4%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $153 (+10.8%) Shares 3,291 (+20.8%) Est. Cost $56.15 Unrealized -15.5%
COHR COHERENT CORP COM 0.0%
Value ($000) $18 (+564.9%) Shares 95 (+313.0%) Est. Cost $137.50 Unrealized +8.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $48 (+45.1%) Shares 421 (+32.4%) Est. Cost $107.23 Unrealized -0.7%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $268 (+5.8%) Shares 1,405 (+3.5%) Est. Cost $169.69 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $16 (+1515.3%) Shares 343 (+1615.0%) Est. Cost $46.75 Unrealized +1.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $89 (+19.5%) Shares 1,869 (+7.9%) Est. Cost $47.59 Unrealized -3.7%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $282 (+5.4%) Shares 5,227 (+5.8%) Est. Cost $51.64 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $171 (+9.2%) Shares 807 (+6.6%) Est. Cost $186.01 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $46 (+44.5%) Shares 286 (+34.3%) Est. Cost $117.83 Unrealized +36.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $48 (+41.6%) Shares 986 (+41.7%) Est. Cost $48.53 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $17 (+440.2%) Shares 76 (+484.6%) Est. Cost $217.98 Unrealized -2.6%
USB US BANCORP COM NEW 0.0%
Value ($000) $31 (+75.8%) Shares 579 (+57.8%) Est. Cost $45.85 Unrealized +6.3%
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.0%
Value ($000) $62 (+26.9%) Shares 869 (+25.4%) Est. Cost $66.53 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $39 (+49.1%) Shares 127 (+25.7%) Est. Cost $272.60 Unrealized +4.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $26 (+95.7%) Shares 325 (+75.7%) Est. Cost $72.66 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $211 (+6.5%) Shares 2,193 (+5.1%) Est. Cost $87.69 Unrealized +10.8%
TS TENARIS S A SPONSORED ADS 0.1%
Value ($000) $217 (+6.1%) Shares 5,649 (+2.0%) Est. Cost $33.88 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $319 (+4.0%) Shares 674 (+3.7%) Est. Cost $368.64 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $268 (+4.8%) Shares 6,247 (+5.5%) Est. Cost $42.62 Unrealized
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $32 (+62.0%) Shares 768 (+60.7%) Est. Cost $39.69 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value ($000) $13 (+1316.6%) Shares 121 (+1244.4%) Est. Cost $98.41 Unrealized +0.5%
WCC WESCO INTL INC COM 0.0%
Value ($000) $54 (+27.7%) Shares 222 (+11.0%) Est. Cost $194.04 Unrealized +26.2%
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value ($000) $13 (+754.9%) Shares 65 (+712.5%) Est. Cost $193.15 Unrealized +0.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $40 (+40.2%) Shares 628 (+41.1%) Est. Cost $56.25 Unrealized +9.1%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $31 (+58.8%) Shares 1,090 (+45.1%) Est. Cost $31.17 Unrealized -12.6%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $61 (+21.9%) Shares 111 (+23.3%) Est. Cost $484.13 Unrealized +13.5%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $13 (+534.2%) Shares 42 (+600.0%) Est. Cost $315.43 Unrealized +9.2%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $176 (+6.5%) Shares 1,151 (+5.9%) Est. Cost $120.08 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $473 (+2.3%) Shares 4,156 (+1.5%) Est. Cost $103.62 Unrealized +5.7%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $11 (+1335.0%) Shares 328 (+1326.1%) Est. Cost $34.21 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $14 (+301.1%) Shares 36 (+260.0%) Est. Cost $347.23 Unrealized +8.1%
AVLC AVANTIS U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $31 (+51.3%) Shares 394 (+47.6%) Est. Cost $77.30 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $15 (+214.4%) Shares 226 (+159.8%) Est. Cost $57.81 Unrealized +5.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $45 (+29.7%) Shares 1,586 (+27.3%) Est. Cost $23.97 Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value ($000) $136 (+8.1%) Shares 670 (+4.4%) Est. Cost $156.80 Unrealized +23.0%
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $33 (+43.0%) Shares 1,293 (+43.5%) Est. Cost $25.53 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $20 (+99.6%) Shares 389 (+99.5%) Est. Cost $50.55 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $94 (+11.3%) Shares 530 (+9.3%) Est. Cost $163.56 Unrealized
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF 0.0%
Value ($000) $41 (+30.2%) Shares 812 (+29.5%) Est. Cost $50.18 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $72 (+14.9%) Shares 1,227 (+6.8%) Est. Cost $56.47 Unrealized -3.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $116 (+8.8%) Shares 1,577 (+7.2%) Est. Cost $69.76 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $12 (+413.6%) Shares 171 (+242.0%) Est. Cost $61.03 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $33 (+39.1%) Shares 210 (+23.5%) Est. Cost $155.78 Unrealized -8.1%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $84 (+12.2%) Shares 1,888 (+8.7%) Est. Cost $29.43 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $35 (+35.9%) Shares 353 (+19.3%) Est. Cost $91.35 Unrealized -4.2%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $22 (+69.8%) Shares 66 (+50.0%) Est. Cost $286.21 Unrealized +9.5%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $32 (+39.1%) Shares 1,621 (+57.7%) Est. Cost $22.10 Unrealized -2.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $16 (+125.1%) Shares 103 (+128.9%) Est. Cost $147.30 Unrealized +12.2%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.0%
Value ($000) $42 (+27.2%) Shares 410 (+27.3%) Est. Cost $101.68 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $344 (+2.6%) Shares 7,127 (+4.9%) Est. Cost $49.10 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $15 (+147.0%) Shares 131 (+211.9%) Est. Cost $128.34 Unrealized -8.6%
STE STERIS PLC SHS USD 0.0%
Value ($000) $15 (+138.4%) Shares 59 (+126.9%) Est. Cost $241.96 Unrealized +3.8%
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.2%
Value ($000) $625 (+1.4%) Shares 14,104 (+1.9%) Est. Cost $43.70 Unrealized
CCB COASTAL FINL CORP WA COM NEW 0.0%
Value ($000) $23 (+56.3%) Shares 205 (+50.7%) Est. Cost $101.87 Unrealized +7.1%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $14 (+143.2%) Shares 50 (+117.4%) Est. Cost $271.23 Unrealized +0.4%
MMM 3M CO COM 0.0%
Value ($000) $144 (+6.2%) Shares 901 (+3.4%) Est. Cost $145.18 Unrealized +12.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $45 (+23.0%) Shares 1,856 (+27.6%) Est. Cost $20.23 Unrealized +15.9%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $144 (-5.4%) Shares 572 (+5.1%) Est. Cost $241.60 Unrealized +9.7%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $51 (+19.0%) Shares 2,806 (+19.6%) Est. Cost $18.15 Unrealized
LRN STRIDE INC COM 0.0%
Value ($000) $10 (+461.7%) Shares 150 (+1150.0%) Est. Cost $95.21 Unrealized -4.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $83 (+10.6%) Shares 177 (+18.0%) Est. Cost $458.16 Unrealized +11.1%
AEM AGNICO EAGLE MINES LTD COM 0.4%
Value ($000) $1,197 (+0.7%) Shares 7,061 (+1.1%) Est. Cost $82.05 Unrealized +104.6%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $22 (+55.7%) Shares 289 (+37.0%) Est. Cost $60.72 Unrealized +18.0%
CSTL CASTLE BIOSCIENCES INC COM 0.0%
Value ($000) $17 (+89.8%) Shares 429 (+12.3%) Est. Cost $23.09 Unrealized +39.6%
SRE SEMPRA COM 0.0%
Value ($000) $105 (+8.0%) Shares 1,189 (+9.2%) Est. Cost $76.85 Unrealized +17.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $8 (+1361.8%) Shares 86 (+1333.3%) Est. Cost $95.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $22 (+55.0%) Shares 586 (+63.2%) Est. Cost $44.94 Unrealized -19.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $12 (+177.5%) Shares 408 (+86.3%) Est. Cost $16.44 Unrealized +42.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $8 (+1396.3%) Shares 126 (+1700.0%) Est. Cost $69.20 Unrealized +0.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $9 (+389.8%) Shares 48 (+380.0%) Est. Cost $187.66 Unrealized +1.0%
MET METLIFE INC COM 0.0%
Value ($000) $36 (+24.7%) Shares 462 (+29.4%) Est. Cost $80.65 Unrealized -2.1%
FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $16 (+82.9%) Shares 534 (+81.0%) Est. Cost $28.57 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $24 (+41.6%) Shares 901 (+36.9%) Est. Cost $23.53 Unrealized +7.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $16 (-31.0%) Shares 381 (+2.1%) Est. Cost $52.90 Unrealized +11.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $9 (+354.6%) Shares 23 (+360.0%) Est. Cost $394.93 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 (+342.0%) Shares 521 (+334.2%) Est. Cost $16.02 Unrealized +1.7%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $17 (+68.0%) Shares 103 (+74.6%) Est. Cost $170.22 Unrealized +0.4%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $9 (+325.8%) Shares 16 (+433.3%) Est. Cost $641.55 Unrealized -3.3%
STNG SCORPIO TANKERS INC SHS 0.1%
Value ($000) $243 (+2.8%) Shares 4,775 (+14.4%) Est. Cost $39.01 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $47 (+16.7%) Shares 1,048 (+15.9%) Est. Cost $36.04 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $73 (+9.9%) Shares 72 (+2.9%) Est. Cost $1025.56 Unrealized -5.5%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $85 (+8.4%) Shares 378 (+8.0%) Est. Cost $167.15 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 (+393.1%) Shares 39 (+550.0%) Est. Cost $249.24 Unrealized -9.7%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $13 (+98.1%) Shares 81 (+92.9%) Est. Cost $155.92 Unrealized +0.8%
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF 0.1%
Value ($000) $197 (+3.4%) Shares 3,796 (+6.5%) Est. Cost $53.26 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $10 (+173.4%) Shares 90 (+157.1%) Est. Cost $102.70 Unrealized +2.4%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $15 (+74.6%) Shares 74 (+100.0%) Est. Cost $218.51 Unrealized +1.2%
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF 0.0%
Value ($000) $67 (+10.3%) Shares 1,718 (+9.8%) Est. Cost $35.76 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $23 (+36.9%) Shares 113 (+1.8%) Est. Cost $165.70 Unrealized +7.6%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $9 (+205.3%) Shares 108 (+184.2%) Est. Cost $80.50 Unrealized -1.0%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $14 (+80.6%) Shares 31 (+55.0%) Est. Cost $388.00 Unrealized +9.1%
TGT TARGET CORP COM 0.0%
Value ($000) $51 (+13.4%) Shares 520 (+3.4%) Est. Cost $117.16 Unrealized -21.8%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $9 (+225.6%) Shares 27 (+237.5%) Est. Cost $339.14 Unrealized -4.9%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $12 (+95.6%) Shares 76 (+117.1%) Est. Cost $161.80 Unrealized +3.0%
INGR INGREDION INC COM 0.0%
Value ($000) $127 (-4.5%) Shares 1,150 (+5.4%) Est. Cost $131.25 Unrealized -14.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $25 (+30.7%) Shares 535 (+23.8%) Est. Cost $41.26 Unrealized +5.8%
HPQ HP INC COM 0.0%
Value ($000) $37 (-13.4%) Shares 1,641 (+3.8%) Est. Cost $30.17 Unrealized -16.3%
QXO QXO INC COM NEW 0.0%
Value ($000) $16 (+55.7%) Shares 817 (+50.7%) Est. Cost $18.35 Unrealized +4.4%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $46 (+13.8%) Shares 110 (+13.4%) Est. Cost $306.44 Unrealized +43.3%
HSY HERSHEY CO COM 0.1%
Value ($000) $240 (-2.3%) Shares 1,317 (+1.4%) Est. Cost $173.28 Unrealized +5.1%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $17 (+50.5%) Shares 185 (+46.8%) Est. Cost $79.79 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.0%
Value ($000) $27 (+25.6%) Shares 252 (+17.8%) Est. Cost $96.75 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $39 (+16.3%) Shares 120 (+22.4%) Est. Cost $345.35 Unrealized -3.3%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $7 (+358.8%) Shares 127 (+309.7%) Est. Cost $51.06 Unrealized +0.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $9 (+161.6%) Shares 30 (+150.0%) Est. Cost $267.89 Unrealized +4.7%
BA BOEING CO COM 0.0%
Value ($000) $72 (+8.1%) Shares 331 (+7.1%) Est. Cost $175.54 Unrealized +17.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $43 (+14.2%) Shares 167 (+29.5%) Est. Cost $292.33 Unrealized -9.4%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $19 (+38.2%) Shares 230 (+70.4%) Est. Cost $92.83 Unrealized -0.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $92 (-5.4%) Shares 873 (+1.4%) Est. Cost $99.38 Unrealized +11.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $62 (-7.6%) Shares 163 (+10.1%) Est. Cost $431.90 Unrealized -7.2%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $17 (+43.7%) Shares 123 (+29.5%) Est. Cost $127.34 Unrealized -2.2%
AZO AUTOZONE INC COM 0.0%
Value ($000) $14 (+59.7%) Shares 4 (+100.0%) Est. Cost $3673.06 Unrealized +2.9%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $9 (+127.0%) Shares 378 (+112.4%) Est. Cost $20.54 Unrealized +8.0%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $303 (+1.7%) Shares 3,312 (+1.8%) Est. Cost $91.68 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $14 (+56.1%) Shares 56 (+64.7%) Est. Cost $247.52 Unrealized +0.0%
XPO XPO INC COM 0.0%
Value ($000) $7 (+241.3%) Shares 51 (+218.8%) Est. Cost $134.21 Unrealized +1.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $15 (+50.5%) Shares 96 (+52.4%) Est. Cost $145.97 Unrealized +1.2%
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 0.0%
Value ($000) $99 (+5.1%) Shares 2,074 (+5.4%) Est. Cost $48.05 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $6 (+347.1%) Shares 103 (+329.2%) Est. Cost $59.76 Unrealized +3.4%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $6 (+398.7%) Shares 24 (+380.0%) Est. Cost $240.59 Unrealized +3.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $74 (+6.9%) Shares 1,553 (+10.8%) Est. Cost $41.95 Unrealized +12.3%
WAB WABTEC COM 0.0%
Value ($000) $6 (+345.3%) Shares 29 (+314.3%) Est. Cost $202.27 Unrealized +1.5%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $17 (+38.3%) Shares 67 (+63.4%) Est. Cost $301.71 Unrealized -12.4%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $36 (-11.6%) Shares 500 (+42.9%) Est. Cost $72.37 Unrealized +54.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $10 (+96.9%) Shares 66 (+135.7%) Est. Cost $146.17 Unrealized +4.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $27 (+20.8%) Shares 2,046 (+22.3%) Est. Cost $12.95 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $20 (+30.9%) Shares 92 (+41.5%) Est. Cost $238.78 Unrealized -4.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $12 (+65.0%) Shares 57 (+62.9%) Est. Cost $173.44 Unrealized +16.3%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $19 (+32.4%) Shares 252 (+44.0%) Est. Cost $69.77 Unrealized +12.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $141 (+3.3%) Shares 1,378 (+2.0%) Est. Cost $100.63 Unrealized +1.5%
UNM UNUM GROUP COM 0.0%
Value ($000) $19 (+31.7%) Shares 242 (+33.0%) Est. Cost $76.74 Unrealized -0.3%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $18 (+32.3%) Shares 134 (+27.6%) Est. Cost $118.47 Unrealized +11.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $9 (+92.8%) Shares 46 (+64.3%) Est. Cost $174.05 Unrealized +6.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $159 (+2.9%) Shares 451 (+6.6%) Est. Cost $377.04 Unrealized -3.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $8 (+129.1%) Shares 99 (+141.5%) Est. Cost $82.30 Unrealized -4.1%
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $14 (+48.2%) Shares 261 (+48.3%) Est. Cost $51.80 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $14 (+45.0%) Shares 282 (+41.0%) Est. Cost $45.09 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $34 (+14.6%) Shares 402 (+2.6%) Est. Cost $71.99 Unrealized +14.0%
AFL AFLAC INC COM 0.0%
Value ($000) $19 (+29.3%) Shares 174 (+29.9%) Est. Cost $105.35 Unrealized +4.3%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $7 (+156.7%) Shares 175 (+153.6%) Est. Cost $37.26 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $4 (+2289.8%) Shares 50 (+2400.0%) Est. Cost $89.60 Unrealized
FLMB FRANKLIN MUNICIPAL GREEN BOND ETF 0.0%
Value ($000) $20 (+26.8%) Shares 851 (+25.9%) Est. Cost $23.66 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $34 (+14.6%) Shares 111 (+13.3%) Est. Cost $261.33 Unrealized
ATRC ATRICURE INC COM 0.0%
Value ($000) $9 (+78.2%) Shares 239 (+54.2%) Est. Cost $35.95 Unrealized +2.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $6 (+303.4%) Shares 359 (+196.7%) Est. Cost $13.09 Unrealized +3.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 (+33.2%) Shares 201 (+22.6%) Est. Cost $77.70 Unrealized +0.3%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $18 (+29.6%) Shares 80 (+70.2%) Est. Cost $262.75 Unrealized +1.0%
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $27 (+16.9%) Shares 2,335 (+3.8%) Est. Cost $7.94 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 (+208.4%) Shares 74 (+208.3%) Est. Cost $82.11 Unrealized -4.6%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $66 (+6.1%) Shares 2,629 (+6.3%) Est. Cost $25.27 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $250 (+1.6%) Shares 5,317 (+1.3%) Est. Cost $45.38 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $82 (+4.8%) Shares 1,119 (+17.8%) Est. Cost $73.69 Unrealized +2.5%
JBL JABIL INC COM 0.0%
Value ($000) $13 (+42.4%) Shares 55 (+34.1%) Est. Cost $216.53 Unrealized -1.5%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $4 (+1131.1%) Shares 22 (+1000.0%) Est. Cost $172.16 Unrealized +0.1%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $14 (+34.2%) Shares 163 (+26.4%) Est. Cost $80.45 Unrealized +4.3%
CTAS CINTAS CORP COM 0.0%
Value ($000) $103 (-3.4%) Shares 549 (+4.6%) Est. Cost $207.46 Unrealized -9.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $28 (+15.2%) Shares 108 (+14.9%) Est. Cost $234.12 Unrealized +6.5%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $77 (+4.9%) Shares 878 (+7.5%) Est. Cost $88.86 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC COM 0.0%
Value ($000) $5 (+312.1%) Shares 76 (+322.2%) Est. Cost $57.45 Unrealized -1.3%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $17 (+25.0%) Shares 69 (+27.8%) Est. Cost $237.48 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $194 (+1.8%) Shares 2,419 (+4.7%) Est. Cost $84.97 Unrealized -4.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $8 (+71.3%) Shares 17 (+70.0%) Est. Cost $483.48 Unrealized -2.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $6 (+119.9%) Shares 48 (+71.4%) Est. Cost $102.64 Unrealized +14.4%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $140 (+2.5%) Shares 11,798 (+9.2%) Est. Cost $11.51 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $7 (+100.2%) Shares 42 (+90.9%) Est. Cost $155.12 Unrealized -0.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $28 (+13.5%) Shares 458 (+4.8%) Est. Cost $49.38 Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value ($000) $4 (+568.6%) Shares 162 (+604.3%) Est. Cost $23.30 Unrealized -1.3%
ALV AUTOLIV INC COM 0.0%
Value ($000) $5 (+218.4%) Shares 40 (+233.3%) Est. Cost $119.32 Unrealized +0.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $21 (-13.6%) Shares 205 (+5.1%) Est. Cost $129.17 Unrealized -16.2%
EBAY EBAY INC. COM 0.0%
Value ($000) $14 (+29.9%) Shares 162 (+30.6%) Est. Cost $74.01 Unrealized +16.7%
RS RELIANCE INC COM 0.0%
Value ($000) $6 (+126.7%) Shares 20 (+122.2%) Est. Cost $289.55 Unrealized -3.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $6 (+133.4%) Shares 43 (+152.9%) Est. Cost $137.33 Unrealized -1.7%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $4 (+289.7%) Shares 42 (+281.8%) Est. Cost $101.43 Unrealized
CLB CORE LABORATORIES INC COM 0.0%
Value ($000) $8 (+69.4%) Shares 472 (+33.0%) Est. Cost $14.00 Unrealized +6.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $22 (-12.0%) Shares 440 (+2.3%) Est. Cost $85.22 Unrealized
HYFI AB HIGH YIELD ETF 0.0%
Value ($000) $4 (+286.8%) Shares 109 (+289.3%) Est. Cost $37.64 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $14 (+26.0%) Shares 141 (+23.7%) Est. Cost $74.50 Unrealized +39.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $37 (-7.3%) Shares 930 (+10.2%) Est. Cost $39.45 Unrealized +6.5%
AVMV AVANTIS U.S. MID CAP VALUE ETF 0.0%
Value ($000) $8 (+62.0%) Shares 108 (+56.5%) Est. Cost $69.66 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $5 (+114.8%) Shares 73 (+114.7%) Est. Cost $77.15 Unrealized -2.7%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $8 (+60.7%) Shares 36 (+44.0%) Est. Cost $197.22 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $20 (-12.2%) Shares 534 (+14.1%) Est. Cost $61.10 Unrealized -27.5%
WAT WATERS CORP COM 0.0%
Value ($000) $8 (+58.4%) Shares 20 (+33.3%) Est. Cost $382.37 Unrealized -3.8%
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $27 (+11.3%) Shares 618 (+8.0%) Est. Cost $41.28 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $67 (+4.3%) Shares 228 (+11.2%) Est. Cost $291.93 Unrealized +3.6%
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 0.0%
Value ($000) $5 (+145.0%) Shares 189 (+145.5%) Est. Cost $24.39 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $77 (+3.7%) Shares 275 (+9.1%) Est. Cost $256.46 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $30 (+9.7%) Shares 486 (+16.8%) Est. Cost $67.77 Unrealized -3.8%
BWA BORGWARNER INC COM 0.0%
Value ($000) $3 (+355.5%) Shares 76 (+347.1%) Est. Cost $42.80 Unrealized +2.1%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $10 (+35.5%) Shares 60 (+9.1%) Est. Cost $132.07 Unrealized +16.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $21 (+14.7%) Shares 206 (+40.1%) Est. Cost $123.55 Unrealized -12.3%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $5 (+135.6%) Shares 103 (+119.1%) Est. Cost $39.98 Unrealized +5.7%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $4 (+232.9%) Shares 37 (+85.0%) Est. Cost $64.36 Unrealized +24.8%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $8 (+51.8%) Shares 222 (+45.1%) Est. Cost $33.40 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $497 (+0.5%) Shares 11,123 (+100.9%) Est. Cost $65.07 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $11 (+32.9%) Shares 32 (+39.1%) Est. Cost $312.84 Unrealized +4.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $9 (+43.1%) Shares 129 (+65.4%) Est. Cost $76.35 Unrealized -1.2%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 (+143.9%) Shares 27 (+125.0%) Est. Cost $194.15 Unrealized -19.2%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $50 (+5.4%) Shares 3,057 (+1.8%) Est. Cost $11.93 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value ($000) $4 (+222.6%) Shares 48 (+269.2%) Est. Cost $75.31 Unrealized +6.6%
MAS MASCO CORP COM 0.0%
Value ($000) $28 (+9.7%) Shares 449 (+21.4%) Est. Cost $66.29 Unrealized -2.3%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $9 (+39.6%) Shares 93 (+19.2%) Est. Cost $71.20 Unrealized +18.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $37 (+7.1%) Shares 523 (+14.7%) Est. Cost $75.88 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $7 (+55.7%) Shares 79 (+64.6%) Est. Cost $93.38 Unrealized -4.4%
HAS HASBRO INC COM 0.0%
Value ($000) $10 (+34.1%) Shares 117 (+23.2%) Est. Cost $76.78 Unrealized +1.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $30 (+8.9%) Shares 269 (+10.2%) Est. Cost $109.56 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $6 (+68.3%) Shares 522 (+100.8%) Est. Cost $14.01 Unrealized -12.2%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $68 (+3.7%) Shares 1,332 (+3.0%) Est. Cost $50.19 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $11 (+27.4%) Shares 66 (+10.0%) Est. Cost $124.66 Unrealized +23.2%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $37 (+6.9%) Shares 237 (+18.5%) Est. Cost $160.65 Unrealized +1.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $20 (+13.4%) Shares 444 (+8.6%) Est. Cost $38.70 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $3 (+379.5%) Shares 13 (+333.3%) Est. Cost $209.33 Unrealized +3.9%
FMC FMC CORP COM NEW 0.0%
Value ($000) $3 (+316.7%) Shares 219 (+852.2%) Est. Cost $21.25 Unrealized -10.8%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $6 (+70.8%) Shares 83 (+118.4%) Est. Cost $75.74 Unrealized +10.3%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $48 (+5.0%) Shares 244 (+15.6%) Est. Cost $180.26 Unrealized +17.3%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $49 (-4.4%) Shares 124 (+10.7%) Est. Cost $359.06 Unrealized +23.3%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $5 (+86.8%) Shares 8 (+100.0%) Est. Cost $539.66 Unrealized +20.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $4 (+182.8%) Shares 45 (+200.0%) Est. Cost $79.92 Unrealized +0.1%
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.1%
Value ($000) $204 (+1.1%) Shares 10,625 (+1.4%) Est. Cost $19.15 Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $8 (+38.5%) Shares 154 (+40.0%) Est. Cost $46.43 Unrealized +13.2%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $4 (+103.3%) Shares 8 (+100.0%) Est. Cost $447.20 Unrealized +24.7%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $4 (+106.6%) Shares 18 (+100.0%) Est. Cost $235.52 Unrealized +0.6%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $52 (-4.1%) Shares 379 (+7.7%) Est. Cost $128.25 Unrealized +23.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 (+39.8%) Shares 114 (+39.0%) Est. Cost $72.81 Unrealized -9.5%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $6 (+60.3%) Shares 297 (+18.8%) Est. Cost $13.11 Unrealized +21.1%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $5 (+86.6%) Shares 1,000 (+100.0%) Est. Cost $3.77 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $3 (+201.7%) Shares 74 (+236.4%) Est. Cost $47.80 Unrealized -2.5%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $74 (+3.0%) Shares 287 (+1.8%) Est. Cost $220.21 Unrealized
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $6 (+49.9%) Shares 162 (+55.8%) Est. Cost $41.11 Unrealized -3.8%
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $4 (+101.6%) Shares 47 (+88.0%) Est. Cost $82.81 Unrealized +5.5%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $14 (+17.3%) Shares 429 (+20.2%) Est. Cost $38.09 Unrealized -10.2%
SIG SIGNET JEWELERS LIMITED SHS 0.0%
Value ($000) $2 (+549.1%) Shares 30 (+650.0%) Est. Cost $93.74 Unrealized +1.3%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $5 (+86.7%) Shares 45 (+104.5%) Est. Cost $102.80 Unrealized +9.3%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $3 (+176.7%) Shares 19 (+171.4%) Est. Cost $171.08 Unrealized -1.4%
QRVO QORVO INC COM 0.0%
Value ($000) $2 (+742.1%) Shares 27 (+800.0%) Est. Cost $88.34 Unrealized -0.1%
NYT NEW YORK TIMES CO MTN BE CL A 0.0%
Value ($000) $5 (+80.0%) Shares 65 (+44.4%) Est. Cost $58.27 Unrealized +6.1%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $33 (+6.4%) Shares 701 (+6.7%) Est. Cost $47.36 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $4 (+102.6%) Shares 19 (+111.1%) Est. Cost $203.14 Unrealized -0.4%
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $10 (+25.2%) Shares 503 (+6.1%) Est. Cost $14.63 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $76 (-2.5%) Shares 1,258 (+3.3%) Est. Cost $52.97 Unrealized +13.4%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $17 (+12.9%) Shares 189 (+12.5%) Est. Cost $78.46 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $25 (-7.2%) Shares 230 (+2.7%) Est. Cost $103.89 Unrealized +9.4%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $66 (+3.0%) Shares 303 (+8.2%) Est. Cost $202.29 Unrealized +20.7%
SAP SAP SE SPON ADR 0.0%
Value ($000) $24 (+8.6%) Shares 99 (+20.7%) Est. Cost $285.32 Unrealized
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value ($000) $2 (+745.3%) Shares 114 (+850.0%) Est. Cost $20.75 Unrealized -2.8%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $61 (-3.0%) Shares 2,079 (+1.5%) Est. Cost $30.24 Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $6 (+49.6%) Shares 63 (+70.3%) Est. Cost $95.17 Unrealized +1.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $2 (+589.9%) Shares 45 (+800.0%) Est. Cost $55.56 Unrealized -6.4%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5 (+64.8%) Shares 53 (+43.2%) Est. Cost $79.07 Unrealized +4.0%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $3 (+227.1%) Shares 10 (+233.3%) Est. Cost $261.29 Unrealized -1.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 (+204.3%) Shares 13 (+160.0%) Est. Cost $252.58 Unrealized -28.3%
WSO WATSCO INC COM 0.0%
Value ($000) $17 (-9.5%) Shares 51 (+8.5%) Est. Cost $468.16 Unrealized -23.7%
RRX REGAL REXNORD CORPORATION COM 0.0%
Value ($000) $4 (+77.6%) Shares 29 (+81.3%) Est. Cost $145.10 Unrealized -1.9%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $4 (+81.2%) Shares 48 (+77.8%) Est. Cost $81.61 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $3 (+164.7%) Shares 36 (+140.0%) Est. Cost $75.61 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $5 (+54.8%) Shares 74 (+54.2%) Est. Cost $73.77 Unrealized -12.4%
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $9 (-15.4%) Shares 347 (+5.8%) Est. Cost $40.27 Unrealized -29.1%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $120 (-1.4%) Shares 3,090 (+4.3%) Est. Cost $49.36 Unrealized -22.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $7 (+30.2%) Shares 60 (+46.3%) Est. Cost $120.59 Unrealized +6.7%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $46 (-3.6%) Shares 176 (+8.0%) Est. Cost $286.82 Unrealized -3.3%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 (+46.0%) Shares 140 (+37.3%) Est. Cost $36.73 Unrealized +3.8%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $6 (+41.8%) Shares 142 (+65.1%) Est. Cost $45.72 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $45 (+3.9%) Shares 156 (+2.6%) Est. Cost $443.32 Unrealized -36.8%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $3 (+93.0%) Shares 20 (+122.2%) Est. Cost $195.71 Unrealized -6.6%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $3 (+174.0%) Shares 100 (+185.7%) Est. Cost $26.06 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 (+73.3%) Shares 49 (+44.1%) Est. Cost $45.76 Unrealized +64.6%
LKQ LKQ CORP COM 0.0%
Value ($000) $29 (+5.9%) Shares 963 (+9.2%) Est. Cost $34.49 Unrealized -13.1%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $26 (+6.5%) Shares 165 (+10.0%) Est. Cost $153.90 Unrealized +4.6%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $8 (+23.9%) Shares 76 (+46.2%) Est. Cost $121.00 Unrealized -5.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 (+263.8%) Shares 85 (+347.4%) Est. Cost $29.14 Unrealized -1.2%
NNN NNN REIT INC COM 0.0%
Value ($000) $2 (+244.0%) Shares 56 (+273.3%) Est. Cost $39.96 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $3 (+159.5%) Shares 10 (+150.0%) Est. Cost $255.48 Unrealized +2.3%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $14 (-9.9%) Shares 309 (+1.6%) Est. Cost $33.80 Unrealized +51.8%
FN FABRINET SHS 0.0%
Value ($000) $6 (+32.0%) Shares 14 (+7.7%) Est. Cost $233.69 Unrealized +86.1%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $2 (+169.7%) Shares 14 (+366.7%) Est. Cost $279.17 Unrealized -15.6%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 (+132.8%) Shares 23 (+187.5%) Est. Cost $134.53 Unrealized -3.9%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $18 (+9.2%) Shares 229 (+4.1%) Est. Cost $88.91 Unrealized -13.4%
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 0.1%
Value ($000) $323 (-0.5%) Shares 3,918 (+1.4%) Est. Cost $76.73 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $4 (+64.4%) Shares 27 (+58.8%) Est. Cost $138.97 Unrealized +4.2%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $62 (+2.5%) Shares 2,284 (+1.5%) Est. Cost $23.79 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $5 (+48.6%) Shares 16 (+60.0%) Est. Cost $306.89 Unrealized +1.9%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $3 (+116.6%) Shares 46 (+100.0%) Est. Cost $55.82 Unrealized -2.5%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $3 (+96.2%) Shares 134 (+81.1%) Est. Cost $21.41 Unrealized
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $5 (+44.2%) Shares 22 (+69.2%) Est. Cost $258.50 Unrealized -13.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $144 (+1.0%) Shares 2,103 (+1.8%) Est. Cost $86.96 Unrealized -20.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $4 (+63.2%) Shares 6 (+50.0%) Est. Cost $458.91 Unrealized +19.8%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $3 (+88.6%) Shares 17 (+88.9%) Est. Cost $154.49 Unrealized +16.2%
SPSC SPS COMM INC COM 0.0%
Value ($000) $2 (+446.1%) Shares 19 (+533.3%) Est. Cost $96.87 Unrealized -4.3%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $5 (+40.3%) Shares 83 (+38.3%) Est. Cost $57.26 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $1 (-51.0%) Shares 38 (+18.8%) Est. Cost $73.42 Unrealized +7.0%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $12 (+12.5%) Shares 193 (+17.0%) Est. Cost $61.74 Unrealized +0.9%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $4 (+59.0%) Shares 74 (+64.4%) Est. Cost $50.47 Unrealized -6.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 (+50.1%) Shares 28 (+55.6%) Est. Cost $140.15 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $3 (+94.0%) Shares 32 (+100.0%) Est. Cost $83.44 Unrealized -1.8%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $3 (+60.5%) Shares 17 (+88.9%) Est. Cost $216.30 Unrealized +0.4%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $4 (+47.3%) Shares 87 (+26.1%) Est. Cost $38.00 Unrealized +7.4%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $8 (+20.1%) Shares 474 (+18.5%) Est. Cost $14.91 Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $2 (+222.8%) Shares 9 (+200.0%) Est. Cost $195.41 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $4 (+40.3%) Shares 19 (+90.0%) Est. Cost $238.58 Unrealized +18.3%
OKTA OKTA INC CL A 0.0%
Value ($000) $26 (-4.4%) Shares 304 (+1.3%) Est. Cost $97.54 Unrealized -10.5%
TKR TIMKEN CO COM 0.0%
Value ($000) $9 (+16.6%) Shares 102 (+4.1%) Est. Cost $77.26 Unrealized +3.0%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $11 (+12.2%) Shares 334 (+16.4%) Est. Cost $34.35 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $11 (+12.5%) Shares 284 (+11.4%) Est. Cost $33.70 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $6 (+26.9%) Shares 128 (+48.8%) Est. Cost $50.11 Unrealized -7.4%
PEN PENUMBRA INC COM 0.0%
Value ($000) $3 (+52.2%) Shares 11 (+22.2%) Est. Cost $256.59 Unrealized +7.6%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $3 (+77.2%) Shares 67 (+91.4%) Est. Cost $40.34 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $3 (+70.1%) Shares 15 (+36.4%) Est. Cost $165.35 Unrealized +0.5%
PRI PRIMERICA INC COM 0.0%
Value ($000) $4 (+45.2%) Shares 14 (+55.6%) Est. Cost $265.75 Unrealized -1.8%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $5 (+28.3%) Shares 49 (+36.1%) Est. Cost $97.54 Unrealized +9.4%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 (+82.5%) Shares 24 (+71.4%) Est. Cost $98.86 Unrealized -1.5%
TREX TREX CO INC COM 0.0%
Value ($000) $2 (+143.1%) Shares 54 (+260.0%) Est. Cost $46.13 Unrealized -12.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 (+13.4%) Shares 96 (+15.7%) Est. Cost $89.44 Unrealized +0.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $2 (+78.0%) Shares 38 (+72.7%) Est. Cost $69.65 Unrealized -12.4%
PPG PPG INDS INC COM 0.0%
Value ($000) $19 (+5.9%) Shares 184 (+7.6%) Est. Cost $111.45 Unrealized -10.2%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $2 (+72.9%) Shares 23 (+64.3%) Est. Cost $101.24 Unrealized +1.7%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $4 (+41.1%) Shares 91 (+42.2%) Est. Cost $38.21 Unrealized +3.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $32 (+3.2%) Shares 545 (+1.3%) Est. Cost $49.37 Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $6 (+18.8%) Shares 216 (+30.1%) Est. Cost $32.79 Unrealized -9.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $24 (+4.4%) Shares 185 (+8.8%) Est. Cost $129.42 Unrealized +2.9%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $2 (+167.0%) Shares 61 (+134.6%) Est. Cost $19.93 Unrealized +22.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $10 (-9.1%) Shares 376 (+2.7%) Est. Cost $37.20 Unrealized -27.1%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $2 (+76.8%) Shares 31 (+55.0%) Est. Cost $55.51 Unrealized +22.5%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $2 (+169.6%) Shares 24 (+166.7%) Est. Cost $62.08 Unrealized +2.6%
CDW CDW CORP COM 0.0%
Value ($000) $9 (+11.9%) Shares 64 (+30.6%) Est. Cost $163.39 Unrealized -10.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $14 (-6.2%) Shares 254 (+3.7%) Est. Cost $56.00 Unrealized -2.2%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $6 (+18.1%) Shares 229 (+30.9%) Est. Cost $28.78 Unrealized -8.8%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 (+97.2%) Shares 31 (+93.8%) Est. Cost $57.34 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $3 (+45.8%) Shares 104 (+50.7%) Est. Cost $26.94 Unrealized -0.3%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $136 (+0.7%) Shares 5,130 (+2.3%) Est. Cost $26.70 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $18 (-4.5%) Shares 80 (+29.0%) Est. Cost $307.02 Unrealized -15.5%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $3 (+42.9%) Shares 10 (+25.0%) Est. Cost $271.56 Unrealized -0.1%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $1 (+181.9%) Shares 28 (+211.1%) Est. Cost $48.11 Unrealized +0.8%
DJIA GLOBAL X DOW 30 COVERED CALL ETF 0.0%
Value ($000) $11 (+8.2%) Shares 490 (+7.5%) Est. Cost $21.22 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $3 (+36.1%) Shares 578 (+16.1%) Est. Cost $4.13 Unrealized
ACM AECOM COM 0.0%
Value ($000) $4 (-15.7%) Shares 45 (+15.4%) Est. Cost $108.36 Unrealized +8.2%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $1 (+135.1%) Shares 9 (+125.0%) Est. Cost $153.92 Unrealized -1.4%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $3 (+46.0%) Shares 6 (+50.0%) Est. Cost $448.03 Unrealized -7.3%
COR CENCORA INC COM 0.0%
Value ($000) $6 (+14.7%) Shares 18 (+5.9%) Est. Cost $281.47 Unrealized +21.0%
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value ($000) $2 (+58.2%) Shares 35 (+59.1%) Est. Cost $60.82 Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $2 (+51.7%) Shares 60 (+42.9%) Est. Cost $36.45 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $3 (+30.8%) Shares 14 (+27.3%) Est. Cost $220.97 Unrealized +3.4%
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $6 (+14.4%) Shares 70 (+11.1%) Est. Cost $83.79 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $3 (+29.7%) Shares 71 (+91.9%) Est. Cost $41.40 Unrealized +10.0%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $85 (+0.9%) Shares 3,386 (+1.0%) Est. Cost $24.89 Unrealized
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $6 (+12.8%) Shares 125 (+12.6%) Est. Cost $44.17 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 (+26.3%) Shares 33 (+32.0%) Est. Cost $109.56 Unrealized -7.3%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $2 (+72.9%) Shares 31 (+82.4%) Est. Cost $62.62 Unrealized -12.4%
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $1 (+90.8%) Shares 16 (+77.8%) Est. Cost $86.23 Unrealized -1.3%
ITRI ITRON INC COM 0.0%
Value ($000) $1 (+178.2%) Shares 11 (+266.7%) Est. Cost $113.91 Unrealized -4.4%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $2 (+36.7%) Shares 6 (+50.0%) Est. Cost $528.53 Unrealized -21.6%
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $9 (+7.3%) Shares 316 (+9.3%) Est. Cost $30.64 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 (+42.3%) Shares 58 (+81.3%) Est. Cost $33.85 Unrealized +19.4%
DBX DROPBOX INC CL A 0.0%
Value ($000) $27 (-2.2%) Shares 973 (+3.8%) Est. Cost $28.50 Unrealized +2.2%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $2 (+58.6%) Shares 6 (+50.0%) Est. Cost $244.00 Unrealized +5.8%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $2 (+43.1%) Shares 31 (+72.2%) Est. Cost $74.77 Unrealized -13.3%
USTB VICTORYSHARES SHORT-TERM BOND ETF 0.0%
Value ($000) $1 (+67.3%) Shares 28 (+75.0%) Est. Cost $50.98 Unrealized
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $1 (+169.7%) Shares 5 (+150.0%) Est. Cost $180.88 Unrealized +3.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $38 (+1.5%) Shares 307 (+8.1%) Est. Cost $162.56 Unrealized -20.4%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $2 (+42.6%) Shares 55 (+41.0%) Est. Cost $35.61 Unrealized -5.0%
XENE XENON PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 (+34.6%) Shares 47 (+17.5%) Est. Cost $36.23 Unrealized +15.9%
GAP GAP INC COM 0.0%
Value ($000) $2 (+55.0%) Shares 59 (+31.1%) Est. Cost $21.96 Unrealized +9.6%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $1 (+91.4%) Shares 16 (+45.5%) Est. Cost $52.02 Unrealized +23.2%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $2 (+27.5%) Shares 14 (+27.3%) Est. Cost $179.93 Unrealized -4.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $46 (+1.1%) Shares 819 (+8.5%) Est. Cost $54.69 Unrealized +4.9%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $2 (+38.1%) Shares 13 (+30.0%) Est. Cost $126.37 Unrealized +5.2%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $2 (+41.4%) Shares 23 (+43.8%) Est. Cost $75.68 Unrealized -2.7%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $6 (+9.1%) Shares 75 (+2.7%) Est. Cost $72.18 Unrealized
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $4 (+12.4%) Shares 143 (+20.2%) Est. Cost $30.46 Unrealized +0.3%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $2 (+40.6%) Shares 10 (+25.0%) Est. Cost $128.50 Unrealized +21.9%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $1 (+137.2%) Shares 7 (+75.0%) Est. Cost $93.42 Unrealized +2.3%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 (+43.8%) Shares 99 (+86.8%) Est. Cost $19.28 Unrealized -14.7%
GLPI GAMING & LEISURE P COM 0.0%
Value ($000) $2 (+24.8%) Shares 50 (+31.6%) Est. Cost $46.55 Unrealized
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value ($000) $1 (+144.3%) Shares 30 (+150.0%) Est. Cost $25.47 Unrealized +1.7%
CROX CROCS INC COM 0.0%
Value ($000) $2 (+36.6%) Shares 19 (+35.7%) Est. Cost $89.27 Unrealized -6.3%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $3 (+19.4%) Shares 83 (+22.1%) Est. Cost $33.79 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $6 (+7.0%) Shares 60 (+5.3%) Est. Cost $95.90 Unrealized
BKHY BNY MELLON HIGH YIELD ETF 0.0%
Value ($000) $2 (+22.0%) Shares 48 (+23.1%) Est. Cost $48.24 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $1 (+85.8%) Shares 30 (+87.5%) Est. Cost $29.81 Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $0 (+462.8%) Shares 12 (+500.0%) Est. Cost $42.63 Unrealized -4.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $160 (+0.2%) Shares 1,365 (+4.7%) Est. Cost $109.36 Unrealized +11.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $5 (+8.9%) Shares 316 (+2.6%) Est. Cost $14.77 Unrealized -6.9%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $2 (+29.9%) Shares 22 (+29.4%) Est. Cost $72.87 Unrealized -0.4%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $1 (+40.7%) Shares 5 (+25.0%) Est. Cost $209.52 Unrealized +8.6%
BMO BANK MONTREAL MEDIUM COM 0.0%
Value ($000) $4 (+11.9%) Shares 27 (+12.5%) Est. Cost $118.98 Unrealized +6.4%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $34 (+1.1%) Shares 530 (+4.3%) Est. Cost $60.58 Unrealized +10.3%
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value ($000) $1 (+46.3%) Shares 6 (+50.0%) Est. Cost $187.25 Unrealized +1.8%
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $5 (+7.3%) Shares 234 (+7.3%) Est. Cost $21.96 Unrealized
DAYFORCE INC COM 0.0%
Value ($000) $3 (+12.5%) Shares 46 (+12.2%) Est. Cost $62.95 Unrealized +9.3%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $3 (+13.7%) Shares 45 (+21.6%) Est. Cost $63.52 Unrealized +5.3%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $1 (+48.5%) Shares 5 (+25.0%) Est. Cost $161.04 Unrealized +26.3%
AYI ACUITY INC COM 0.0%
Value ($000) $47 (+0.7%) Shares 130 (+1.6%) Est. Cost $293.65 Unrealized +23.0%
JBTM JBT MAREL CORPORATION COM 0.0%
Value ($000) $1 (+60.3%) Shares 6 (+50.0%) Est. Cost $137.98 Unrealized +2.1%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $1 (+60.3%) Shares 25 (+56.3%) Est. Cost $35.58 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $1 (+136.0%) Shares 4 (+100.0%) Est. Cost $130.33 Unrealized +2.8%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $1 (+64.8%) Shares 11 (+22.2%) Est. Cost $62.17 Unrealized +5.6%
BRC BRADY CORP CL A 0.0%
Value ($000) $1 (+67.2%) Shares 10 (+66.7%) Est. Cost $74.93 Unrealized +3.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $12 (+2.6%) Shares 208 (+2.0%) Est. Cost $56.86 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $2 (+16.5%) Shares 36 (+5.9%) Est. Cost $48.63 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 (+13.5%) Shares 37 (+27.6%) Est. Cost $72.05 Unrealized -7.6%
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $10 (+2.9%) Shares 335 (+3.1%) Est. Cost $28.64 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $0 (+252.8%) Shares 24 (+242.9%) Est. Cost $15.45 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $16 (+1.8%) Shares 214 (+7.0%) Est. Cost $63.93 Unrealized +18.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $2 (+16.0%) Shares 27 (+12.5%) Est. Cost $64.98 Unrealized +6.1%
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 (+9.1%) Shares 111 (+11.0%) Est. Cost $26.67 Unrealized
XLSR STATE STREET US SECTOR ROTATION ETF 0.0%
Value ($000) $2 (+16.2%) Shares 28 (+12.0%) Est. Cost $50.82 Unrealized
CIGI COLLIERS INTL GROUP INC SUB VTG SHS 0.0%
Value ($000) $2 (+16.8%) Shares 11 (+22.2%) Est. Cost $152.99 Unrealized -1.9%
MATX MATSON INC COM 0.0%
Value ($000) $1 (+56.5%) Shares 5 (+25.0%) Est. Cost $106.35 Unrealized +0.7%
RDN RADIAN GROUP INC COM 0.0%
Value ($000) $1 (+39.2%) Shares 22 (+37.5%) Est. Cost $34.52 Unrealized +0.7%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $24 (+0.9%) Shares 587 (+1.0%) Est. Cost $40.81 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $1 (+16.7%) Shares 10 (+25.0%) Est. Cost $162.46 Unrealized -7.3%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $12 (+1.7%) Shares 271 (+1.5%) Est. Cost $45.57 Unrealized
NMIH NMI HLDGS INC COM 0.0%
Value ($000) $1 (+45.1%) Shares 16 (+33.3%) Est. Cost $38.79 Unrealized -2.6%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $1 (-21.7%) Shares 15 (+25.0%) Est. Cost $55.86 Unrealized +0.5%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $2 (+7.5%) Shares 49 (+14.0%) Est. Cost $53.65 Unrealized -7.2%
FLCB FRANKLIN U.S CORE BOND ETF 0.0%
Value ($000) $17 (+1.0%) Shares 787 (+1.4%) Est. Cost $21.41 Unrealized
CERY SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $0 (+65.9%) Shares 15 (+66.7%) Est. Cost $27.61 Unrealized
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $18 (+1.0%) Shares 605 (+1.9%) Est. Cost $28.84 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $5 (+3.3%) Shares 239 (+3.0%) Est. Cost $20.60 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $5 (+3.7%) Shares 59 (+7.3%) Est. Cost $73.55 Unrealized +9.3%
BMI BADGER METER INC COM 0.0%
Value ($000) $1 (+18.5%) Shares 6 (+20.0%) Est. Cost $193.28 Unrealized -7.0%
GME GAMESTOP CORP CL A 0.0%
Value ($000) $1 (-10.8%) Shares 64 (+23.1%) Est. Cost $25.49 Unrealized -12.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $1 (+13.1%) Shares 8 (+14.3%) Est. Cost $146.68 Unrealized +17.5%
PLXS PLEXUS CORP COM 0.0%
Value ($000) $1 (+26.1%) Shares 5 (+25.0%) Est. Cost $137.39 Unrealized +6.7%
OI O-I GLASS INC COM 0.0%
Value ($000) $1 (+42.2%) Shares 34 (+25.9%) Est. Cost $13.55 Unrealized -2.4%
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value ($000) $1 (+38.9%) Shares 18 (+38.5%) Est. Cost $32.08 Unrealized -9.9%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $1 (+35.1%) Shares 21 (+31.3%) Est. Cost $24.57 Unrealized -0.4%
MC MOELIS & CO CL A 0.0%
Value ($000) $1 (+24.9%) Shares 10 (+25.0%) Est. Cost $68.95 Unrealized -4.6%
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value ($000) $1 (+20.6%) Shares 17 (+21.4%) Est. Cost $43.61 Unrealized +7.3%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $2 (+7.2%) Shares 44 (+7.3%) Est. Cost $45.00 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $1 (+29.8%) Shares 18 (+28.6%) Est. Cost $31.45 Unrealized -1.9%
SKT TANGER INC COM 0.0%
Value ($000) $1 (+31.9%) Shares 16 (+33.3%) Est. Cost $33.66 Unrealized
PMT PENNYMAC MTG INVT TR COM 0.0%
Value ($000) $0 (+40.3%) Shares 35 (+40.0%) Est. Cost $12.53 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 (-22.4%) Shares 11 (+22.2%) Est. Cost $56.88 Unrealized -12.4%
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $1 (+23.9%) Shares 14 (+27.3%) Est. Cost $45.24 Unrealized -0.2%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $0 (+34.0%) Shares 5 (+25.0%) Est. Cost $83.73 Unrealized +3.0%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $0 (+31.5%) Shares 10 (+25.0%) Est. Cost $42.52 Unrealized +9.7%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $6 (+1.8%) Shares 257 (+1.6%) Est. Cost $22.77 Unrealized
MAC MACERICH CO COM 0.0%
Value ($000) $1 (+20.8%) Shares 33 (+17.9%) Est. Cost $18.07 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $0 (+39.7%) Shares 20 (+33.3%) Est. Cost $18.95 Unrealized -14.6%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $23 (+0.4%) Shares 1,364 (+1.5%) Est. Cost $20.05 Unrealized -12.0%
KFY KORN FERRY COM NEW 0.0%
Value ($000) $1 (+16.0%) Shares 11 (+22.2%) Est. Cost $71.03 Unrealized -5.9%
FBP FIRST BANCORP CORPORATION COM NEW 0.0%
Value ($000) $1 (+18.4%) Shares 31 (+24.0%) Est. Cost $21.34 Unrealized -3.4%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $4 (-2.5%) Shares 10 (+11.1%) Est. Cost $252.41 Unrealized +54.0%
HNI HNI CORP COM 0.0%
Value ($000) $0 (+28.8%) Shares 10 (+42.9%) Est. Cost $45.82 Unrealized -7.8%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $8 (+1.1%) Shares 172 (+1.8%) Est. Cost $48.48 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $1 (+8.2%) Shares 15 (+25.0%) Est. Cost $82.77 Unrealized -0.5%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value ($000) $0 (+38.1%) Shares 3 (+50.0%) Est. Cost $118.01 Unrealized -3.1%
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value ($000) $12 (+0.7%) Shares 393 (+1.0%) Est. Cost $26.82 Unrealized +16.0%
ASO ACADEMY SPORTS & OUTDOORS INC COM 0.0%
Value ($000) $1 (+16.8%) Shares 11 (+22.2%) Est. Cost $50.57 Unrealized -2.1%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $2 (+3.8%) Shares 24 (+84.6%) Est. Cost $105.59 Unrealized -6.8%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $0 (+74.2%) Shares 6 (+100.0%) Est. Cost $28.08 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $2 (-2.8%) Shares 25 (+8.7%) Est. Cost $95.70 Unrealized
BGC BGC GROUP INC CL A 0.0%
Value ($000) $0 (+16.7%) Shares 40 (+21.2%) Est. Cost $9.81 Unrealized -8.3%
ABM ABM INDS INC COM 0.0%
Value ($000) $0 (+13.1%) Shares 10 (+25.0%) Est. Cost $46.19 Unrealized -5.5%
EVTC EVERTEC INC COM 0.0%
Value ($000) $0 (+15.2%) Shares 12 (+33.3%) Est. Cost $33.56 Unrealized -11.5%
DASH DOORDASH INC CL A 0.0%
Value ($000) $44 (+0.1%) Shares 194 (+18.3%) Est. Cost $229.66 Unrealized +2.1%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $6 (+0.7%) Shares 111 (+2.8%) Est. Cost $49.87 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 (+3.9%) Shares 8 (+14.3%) Est. Cost $140.85 Unrealized -12.7%
RPM RPM INTL INC COM 0.0%
Value ($000) $6 (-0.6%) Shares 56 (+12.0%) Est. Cost $120.14 Unrealized -9.9%
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $0 (+11.9%) Shares 5 (+25.0%) Est. Cost $73.29 Unrealized -5.5%
PRSU PURSUIT ATTRACTIONS AND HOSPIT COM 0.0%
Value ($000) $1 (+4.7%) Shares 21 (+10.5%) Est. Cost $33.93 Unrealized +2.9%
ETSY ETSY INC COM 0.0%
Value ($000) $1 (+4.9%) Shares 12 (+33.3%) Est. Cost $60.04 Unrealized +1.6%
WLY WILEY JOHN & SONS INC CL A 0.0%
Value ($000) $1 (-4.5%) Shares 20 (+25.0%) Est. Cost $38.58 Unrealized -9.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $16 (+0.2%) Shares 123 (+8.8%) Est. Cost $124.54 Unrealized +8.2%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $15 (-0.2%) Shares 303 (+2.4%) Est. Cost $51.24 Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value ($000) $0 (-4.3%) Shares 19 (+18.8%) Est. Cost $31.08 Unrealized
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value ($000) $0 (-3.3%) Shares 4 (+33.3%) Est. Cost $121.03 Unrealized -22.5%
ENR ENERGIZER HLDGS INC COM 0.0%
Value ($000) $0 (-1.9%) Shares 21 (+23.5%) Est. Cost $24.47 Unrealized -13.0%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $0 (+1.6%) Shares 4 (+33.3%) Est. Cost $101.51 Unrealized -21.5%

Exited Positions (79)

GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $298 Shares 3,500 Est. Cost $79.82 Unrealized +0.6%
NGD NEW GOLD INC CDA COM 0.1%
Value ($000) $291 Shares 40,000 Est. Cost $2.96 Unrealized +154.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $267 Shares 3,166 Est. Cost $65.78 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.1%
Value ($000) $228 Shares 2,000 Est. Cost $85.82 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.1%
Value ($000) $219 Shares 43,000 Est. Cost $5.03 Unrealized -1.5%
TNK TEEKAY TANKERS LTD CL A 0.1%
Value ($000) $204 Shares 4,000 Est. Cost $41.94 Unrealized +33.9%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $153 Shares 22,325 Est. Cost $6.70 Unrealized
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $146 Shares 13,804 Est. Cost $13.63 Unrealized -15.1%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $119 Shares 8,046 Est. Cost $19.24 Unrealized -23.6%
STNG SCORPIO TANKERS INC SHS 0.0%
Value ($000) $113 Shares 2,000 Est. Cost $39.01 Unrealized
CALVERT US SELECT EQUITY ETF 0.0%
Value ($000) $99 Shares 1,334 Est. Cost $63.61 Unrealized
TAOX TAO SYNERGIES INC COM 0.0%
Value ($000) $95 Shares 15,000 Est. Cost $7.21 Unrealized -4.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $76 Shares 1,297 Est. Cost $62.41 Unrealized
DFDV DEFI DEVELOPMENT CORP COM 0.0%
Value ($000) $76 Shares 5,000 Est. Cost $18.28 Unrealized -47.9%
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value ($000) $67 Shares 2,673 Est. Cost $24.70 Unrealized
TBLL INVESCO SHORT TERM TREASURY ETF 0.0%
Value ($000) $66 Shares 626 Est. Cost $105.52 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $49 Shares 1,834 Est. Cost $22.57 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $20.45 Unrealized +70.3%
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $31 Shares 625 Est. Cost $50.26 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $31 Shares 625 Est. Cost $49.66 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $31 Shares 621 Est. Cost $52.56 Unrealized
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value ($000) $23 Shares 501 Est. Cost $44.37 Unrealized
THM INTERNATIONAL TOWER HILL MINES COM 0.0%
Value ($000) $19 Shares 11,000 Est. Cost $1.05 Unrealized +76.9%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 550 Est. Cost $31.61 Unrealized +12.1%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $14 Shares 212 Est. Cost $68.39 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $14 Shares 524 Est. Cost $25.88 Unrealized +0.3%
IONQ IONQ INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $47.02 Unrealized +19.2%
SOLT 2X SOLANA ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.55 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $10 Shares 406 Est. Cost $27.71 Unrealized
PNNT PENNANTPARK INVT CORP COM 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $6.09 Unrealized -2.3%
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF 0.0%
Value ($000) $9 Shares 331 Est. Cost $26.85 Unrealized
HDMV FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTL ETF 0.0%
Value ($000) $9 Shares 268 Est. Cost $33.99 Unrealized
HUSV FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF 0.0%
Value ($000) $9 Shares 232 Est. Cost $38.77 Unrealized
HSMV FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF 0.0%
Value ($000) $9 Shares 244 Est. Cost $34.95 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $79.81 Unrealized +41.9%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $8 Shares 266 Est. Cost $28.38 Unrealized
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $145.01 Unrealized -34.0%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $7 Shares 90 Est. Cost $76.78 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $6 Shares 57 Est. Cost $84.02 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $5 Shares 106 Est. Cost $42.20 Unrealized +4.8%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.55 Unrealized +1.0%
FDIG FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF 0.0%
Value ($000) $4 Shares 81 Est. Cost $26.73 Unrealized
FMET FIDELITY METAVERSE ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.13 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $4 Shares 197 Est. Cost $14.44 Unrealized
FOXF FOX FACTORY HLDG CORP COM 0.0%
Value ($000) $3 Shares 138 Est. Cost $27.62 Unrealized -31.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 52 Est. Cost $60.07 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 21 Est. Cost $161.62 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $50.60 Unrealized
XTN STATE STREET SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $68.55 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $2 Shares 225 Est. Cost $9.16 Unrealized
HOWL WEREWOLF THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 860 Est. Cost $1.31 Unrealized -7.2%
CC CHEMOURS CO COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.08 Unrealized -20.4%
BTG B2GOLD CORP COM 0.0%
Value ($000) $1 Shares 259 Est. Cost $3.93 Unrealized +18.5%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $83.67 Unrealized -1.7%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.70 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.97 Unrealized -8.0%
GFL GFL ENVIRONMENTAL INC SUB VTG SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $45.30 Unrealized -1.4%
MR COOPER GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $210.75 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 460 Est. Cost $0.49 Unrealized
PREMIER INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.80 Unrealized
LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $9.41 Unrealized
TPH TRI POINTE HOMES INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.04 Unrealized -4.5%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.19 Unrealized -5.8%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.25 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $0 Shares 37 Est. Cost $9.75 Unrealized +16.7%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $85.22 Unrealized -14.6%
SMPL SIMPLY GOOD FOODS CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $29.53 Unrealized -29.5%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.40 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.50 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.11 Unrealized -37.7%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost $3.28 Unrealized -27.4%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.00 Unrealized
TORO TORO CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $2.74 Unrealized +58.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.28 Unrealized -35.9%
GSAT GLOBALSTAR INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.73 Unrealized +123.3%
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.27 Unrealized -0.5%
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.10 Unrealized -9.3%
JSPR JASPER THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.65 Unrealized -69.8%
ROBIN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized

Decreased Positions (341)

IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $257 (-94.3%) Shares 2,672 (-94.3%) Est. Cost $95.34 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $236 (-93.4%) Shares 852 (-93.4%) Est. Cost $212.79 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $126 (-94.5%) Shares 2,490 (-94.5%) Est. Cost $50.51 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $759 (-53.4%) Shares 1,325 (-60.9%) Est. Cost $361.92 Unrealized +53.5%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $258 (-76.9%) Shares 2,051 (-73.0%) Est. Cost $165.65 Unrealized -21.4%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $3,125 (+24.5%) Shares 9,984 (-2.6%) Est. Cost $176.37 Unrealized +61.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $159 (-79.1%) Shares 696 (-80.5%) Est. Cost $236.37 Unrealized -7.1%
V VISA INC COM CL A 0.2%
Value ($000) $774 (-42.7%) Shares 2,206 (-43.2%) Est. Cost $305.34 Unrealized +11.5%
SLV ISHARES SILVER TRUST 0.9%
Value ($000) $3,060 (-14.6%) Shares 47,500 (-43.1%) Est. Cost $26.33 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $2,106 (-19.1%) Shares 6,710 (-36.7%) Est. Cost $177.22 Unrealized +61.6%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $561 (-45.8%) Shares 3,651 (-49.1%) Est. Cost $118.30 Unrealized +24.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $437 (-48.8%) Shares 754 (-53.1%) Est. Cost $540.07 Unrealized +4.6%
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,916 (-17.8%) Shares 2,902 (-10.7%) Est. Cost $617.02 Unrealized +8.2%
FCX FREEPORT MCMORAN INC CL B 0.1%
Value ($000) $240 (-62.9%) Shares 4,735 (-71.5%) Est. Cost $42.64 Unrealized +1.6%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $511 (-43.5%) Shares 2,753 (-38.7%) Est. Cost $217.64 Unrealized -14.3%
LPG DORIAN LPG LTD SHS USD 0.1%
Value ($000) $253 (-60.5%) Shares 10,400 (-52.8%) Est. Cost $22.69 Unrealized +15.5%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $517 (-41.3%) Shares 8,962 (-32.5%) Est. Cost $50.72 Unrealized +17.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $297 (-54.8%) Shares 934 (-47.0%) Est. Cost $314.56 Unrealized +12.7%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $439 (-44.9%) Shares 361 (-48.8%) Est. Cost $714.90 Unrealized +63.9%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $47 (-88.4%) Shares 99 (-87.9%) Est. Cost $490.19 Unrealized -9.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $140 (-71.5%) Shares 626 (-68.2%) Est. Cost $276.32 Unrealized -18.5%
FISV FISERV INC COM 0.0%
Value ($000) $15 (-95.9%) Shares 217 (-92.3%) Est. Cost $204.13 Unrealized -58.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $694 (-32.5%) Shares 5,766 (-37.1%) Est. Cost $110.40 Unrealized +4.6%
GLW CORNING INC COM 0.0%
Value ($000) $53 (-86.1%) Shares 610 (-86.8%) Est. Cost $48.55 Unrealized +77.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $90 (-77.8%) Shares 521 (-76.9%) Est. Cost $188.11 Unrealized -9.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.3%
Value ($000) $847 (-27.2%) Shares 2,786 (-30.9%) Est. Cost $214.62 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $76 (-80.4%) Shares 163 (-82.1%) Est. Cost $319.37 Unrealized +45.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $295 (-50.9%) Shares 997 (-52.5%) Est. Cost $228.84 Unrealized +30.6%
AMT AMERICAN TOWER CORP COM 0.0%
Value ($000) $66 (-81.8%) Shares 375 (-80.0%) Est. Cost $198.35 Unrealized -9.1%
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value ($000) $323 (-47.7%) Shares 375 (-44.4%) Est. Cost $927.21 Unrealized -2.3%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $29 (-90.9%) Shares 533 (-90.6%) Est. Cost $52.80 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $89 (-76.3%) Shares 331 (-78.4%) Est. Cost $348.35 Unrealized -27.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $160 (-63.8%) Shares 790 (-58.4%) Est. Cost $233.11 Unrealized -9.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $232 (-54.6%) Shares 883 (-53.3%) Est. Cost $245.53 Unrealized +8.2%
APH AMPHENOL CORP CL A 0.2%
Value ($000) $513 (-34.6%) Shares 3,799 (-39.7%) Est. Cost $69.30 Unrealized +92.7%
TRX TRX GOLD CORPORATION COM 0.3%
Value ($000) $884 (+44.4%) Shares 960,000 (-2.0%) Est. Cost $0.36 Unrealized +107.2%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $782 (-25.7%) Shares 1,370 (-25.3%) Est. Cost $514.68 Unrealized +8.6%
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $1,024 (+35.6%) Shares 15,900 (-9.7%) Est. Cost $26.33 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $288 (-47.6%) Shares 552 (-51.7%) Est. Cost $503.12 Unrealized -1.8%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,515 (+20.5%) Shares 1,410 (-7.4%) Est. Cost $797.75 Unrealized +19.8%
VST VISTRA CORP COM 0.1%
Value ($000) $236 (-52.2%) Shares 1,460 (-40.3%) Est. Cost $148.62 Unrealized +22.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $424 (-37.4%) Shares 876 (-35.4%) Est. Cost $527.20 Unrealized -9.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $298 (-45.4%) Shares 1,234 (-43.8%) Est. Cost $249.56 Unrealized -3.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $158 (-60.4%) Shares 651 (-55.1%) Est. Cost $186.70 Unrealized +34.3%
GNK GENCO SHIPPING & TRADING LTD SHS 0.0%
Value ($000) $157 (-59.3%) Shares 8,500 (-60.6%) Est. Cost $16.31 Unrealized +7.7%
XYL XYLEM INC COM 0.1%
Value ($000) $197 (-53.6%) Shares 1,447 (-49.6%) Est. Cost $124.71 Unrealized +15.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $268 (-45.6%) Shares 1,160 (-44.8%) Est. Cost $231.27 Unrealized -1.7%
LIN LINDE PLC SHS 0.1%
Value ($000) $293 (-43.0%) Shares 686 (-37.6%) Est. Cost $448.71 Unrealized -4.8%
EFX EQUIFAX INC COM 0.0%
Value ($000) $65 (-77.0%) Shares 297 (-73.1%) Est. Cost $249.79 Unrealized -12.5%
KO COCA COLA CO COM 0.2%
Value ($000) $491 (-29.5%) Shares 7,017 (-32.7%) Est. Cost $63.83 Unrealized +8.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $85 (-70.3%) Shares 624 (-69.8%) Est. Cost $132.04 Unrealized +8.8%
HAFNIA LTD SHS 0.0%
Value ($000) $72 (-73.4%) Shares 13,500 (-69.0%) Est. Cost $4.58 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $116 (-62.6%) Shares 1,455 (-49.7%) Est. Cost $149.43 Unrealized -40.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $314 (-38.2%) Shares 4,075 (-44.8%) Est. Cost $60.80 Unrealized +21.4%
FRO FRONTLINE PLC COM 0.2%
Value ($000) $739 (-20.6%) Shares 33,873 (-16.8%) Est. Cost $17.60 Unrealized +32.8%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 (-99.1%) Shares 15 (-99.2%) Est. Cost $92.23 Unrealized +10.0%
VVPR VIVOPOWER INTERNATIONAL PLC SHS NEW 0.0%
Value ($000) $4 (-97.8%) Shares 1,800 (-95.1%) Est. Cost $5.16 Unrealized -33.5%
SYF SYNCHRONY FINANCIAL COM 0.4%
Value ($000) $1,211 (+17.9%) Shares 14,512 (-1.3%) Est. Cost $65.08 Unrealized +17.3%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $89 (-66.4%) Shares 322 (-66.8%) Est. Cost $272.56 Unrealized +0.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $790 (-17.9%) Shares 2,357 (-19.3%) Est. Cost $290.42 Unrealized
FOXA FOX CORP CL A COM 0.4%
Value ($000) $1,259 (+15.6%) Shares 17,228 (-2.1%) Est. Cost $53.89 Unrealized +21.3%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $45 (-78.5%) Shares 219 (-79.6%) Est. Cost $151.22 Unrealized +31.6%
INTU INTUIT COM 0.1%
Value ($000) $256 (-39.1%) Shares 387 (-37.5%) Est. Cost $634.69 Unrealized +4.1%
BWXT BWX TECHNOLOGIES INC COM 0.2%
Value ($000) $759 (-17.7%) Shares 4,393 (-10.8%) Est. Cost $130.91 Unrealized +43.2%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $2 (-98.5%) Shares 18 (-98.3%) Est. Cost $167.54 Unrealized -15.7%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $2 (-98.8%) Shares 90 (-99.1%) Est. Cost $10.84 Unrealized +82.0%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $383 (-28.7%) Shares 1,806 (-23.6%) Est. Cost $214.83 Unrealized -0.1%
IT GARTNER INC COM 0.0%
Value ($000) $67 (-69.7%) Shares 266 (-69.8%) Est. Cost $515.55 Unrealized -53.3%
CELH CELSIUS HLDGS INC COM NEW 0.1%
Value ($000) $253 (-37.1%) Shares 5,534 (-20.9%) Est. Cost $38.52 Unrealized +30.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $244 (-37.6%) Shares 1,250 (-7.5%) Est. Cost $161.41 Unrealized +47.5%
PCT PURECYCLE TECHNOLOGIES INC COM 0.1%
Value ($000) $177 (-45.4%) Shares 20,600 (-18.3%) Est. Cost $13.89 Unrealized -23.6%
TSLA TESLA INC COM 0.4%
Value ($000) $1,138 (-11.4%) Shares 2,531 (-9.5%) Est. Cost $323.65 Unrealized +37.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $102 (-58.5%) Shares 302 (-56.7%) Est. Cost $348.83 Unrealized -5.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $71 (-66.5%) Shares 1,218 (-61.8%) Est. Cost $81.08 Unrealized -20.0%
MP MP MATERIALS CORP COM CL A 0.1%
Value ($000) $248 (-36.3%) Shares 4,901 (-14.8%) Est. Cost $25.52 Unrealized +148.4%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value ($000) $16 (-89.6%) Shares 66 (-88.7%) Est. Cost $304.00 Unrealized -17.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $171 (-44.2%) Shares 1,057 (-43.9%) Est. Cost $156.24 Unrealized -0.0%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.9%
Value ($000) $2,783 (-4.6%) Shares 119,021 (-3.9%) Est. Cost $22.74 Unrealized
UPXI UPEXI INC COM NEW 0.0%
Value ($000) $9 (-94.0%) Shares 5,100 (-76.6%) Est. Cost $6.08 Unrealized -37.9%
RTX RTX CORPORATION COM 0.0%
Value ($000) $110 (-54.6%) Shares 599 (-58.6%) Est. Cost $126.18 Unrealized +37.4%
CPRT COPART INC COM 0.0%
Value ($000) $10 (-92.8%) Shares 260 (-91.7%) Est. Cost $47.16 Unrealized -12.1%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $234 (-34.8%) Shares 1,066 (-34.8%) Est. Cost $220.66 Unrealized -3.7%
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $23 (-83.9%) Shares 961 (-87.9%) Est. Cost $15.76 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $87 (-56.9%) Shares 151 (-58.5%) Est. Cost $572.97 Unrealized -2.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $90 (-55.3%) Shares 257 (-56.1%) Est. Cost $495.13 Unrealized -31.3%
POWL POWELL INDS INC COM 0.0%
Value ($000) $80 (-58.1%) Shares 250 (-58.3%) Est. Cost $201.21 Unrealized +67.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $42 (-72.4%) Shares 119 (-71.9%) Est. Cost $379.16 Unrealized -7.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $22 (-83.1%) Shares 27 (-79.9%) Est. Cost $711.43 Unrealized +21.9%
IEX IDEX CORP COM 0.0%
Value ($000) $23 (-82.1%) Shares 131 (-83.5%) Est. Cost $215.48 Unrealized -20.7%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $16 (-86.9%) Shares 842 (-87.3%) Est. Cost $17.61 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $25 (-80.7%) Shares 86 (-84.0%) Est. Cost $253.59 Unrealized +3.1%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $114 (-47.5%) Shares 415 (-44.4%) Est. Cost $309.35 Unrealized -9.7%
UUUU ENERGY FUELS INC COM NEW 0.1%
Value ($000) $201 (-33.8%) Shares 13,800 (-28.5%) Est. Cost $10.62 Unrealized +59.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $423 (-18.9%) Shares 18,390 (-18.7%) Est. Cost $22.97 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $212 (-31.2%) Shares 313 (-36.9%) Est. Cost $438.63 Unrealized +55.3%
VTHR VANGUARD RUSSELL 3000 ETF 0.1%
Value ($000) $227 (-29.7%) Shares 755 (-30.8%) Est. Cost $295.45 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $13 (-88.1%) Shares 257 (-86.1%) Est. Cost $50.39 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $14 (-87.1%) Shares 379 (-85.4%) Est. Cost $52.07 Unrealized -30.6%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $11 (-89.1%) Shares 480 (-88.3%) Est. Cost $25.94 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $65 (-58.3%) Shares 652 (-55.6%) Est. Cost $99.37 Unrealized +1.7%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $17 (-84.6%) Shares 186 (-83.4%) Est. Cost $89.13 Unrealized +2.2%
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.0%
Value ($000) $4 (-95.3%) Shares 182 (-95.4%) Est. Cost $24.19 Unrealized
LTC LTC PPTYS INC COM 0.0%
Value ($000) $15 (-86.0%) Shares 423 (-85.0%) Est. Cost $35.45 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $33 (-73.0%) Shares 447 (-73.2%) Est. Cost $86.07 Unrealized -18.1%
RCL ROYAL CARIBBEAN GROUP COM 0.2%
Value ($000) $508 (-14.6%) Shares 1,821 (-3.3%) Est. Cost $276.67 Unrealized +1.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $39 (-69.0%) Shares 365 (-69.0%) Est. Cost $105.34 Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $29 (-74.3%) Shares 23 (-73.9%) Est. Cost $1193.59 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $51 (-62.0%) Shares 793 (-55.7%) Est. Cost $72.08 Unrealized -10.0%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $29 (-73.5%) Shares 764 (-75.3%) Est. Cost $28.48 Unrealized +40.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $27 (-75.1%) Shares 1,663 (-70.3%) Est. Cost $17.46 Unrealized -0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $18 (-81.0%) Shares 256 (-79.1%) Est. Cost $99.79 Unrealized -26.0%
RVTY REVVITY INC COM 0.0%
Value ($000) $20 (-79.6%) Shares 203 (-80.7%) Est. Cost $90.74 Unrealized +5.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $135 (-36.3%) Shares 1,155 (-46.1%) Est. Cost $77.48 Unrealized +33.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $120 (-38.7%) Shares 1,318 (-29.0%) Est. Cost $90.91 Unrealized +7.5%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,113 (-6.3%) Shares 5,377 (-15.8%) Est. Cost $150.58 Unrealized +30.8%
EXC EXELON CORP COM 0.0%
Value ($000) $159 (-32.2%) Shares 3,637 (-29.9%) Est. Cost $40.80 Unrealized +11.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $55 (-57.4%) Shares 198 (-60.2%) Est. Cost $92.81 Unrealized +179.0%
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $11 (-86.7%) Shares 160 (-88.6%) Est. Cost $51.51 Unrealized +26.4%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $13 (-84.9%) Shares 410 (-86.5%) Est. Cost $24.78 Unrealized +25.2%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $32 (-69.0%) Shares 1,824 (-70.2%) Est. Cost $15.39 Unrealized +10.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $14 (-83.8%) Shares 771 (-82.5%) Est. Cost $18.90 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $19 (-79.0%) Shares 421 (-81.0%) Est. Cost $34.42 Unrealized +19.6%
SA SEABRIDGE GOLD INC COM 0.3%
Value ($000) $892 (+8.6%) Shares 30,150 (-8.4%) Est. Cost $14.93 Unrealized +76.2%
BOEING CO DEP CONV PFD A 0.0%
Value ($000) $14 (-82.3%) Shares 206 (-82.4%) Est. Cost $68.24 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $29 (-69.2%) Shares 147 (-72.9%) Est. Cost $119.50 Unrealized +42.5%
UAL UNITED AIRLS HLDGS INC COM 0.2%
Value ($000) $513 (+14.5%) Shares 4,586 (-4.6%) Est. Cost $83.24 Unrealized +21.4%
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $201 (-23.6%) Shares 5,530 (-33.7%) Est. Cost $30.23 Unrealized +12.3%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $276 (-18.1%) Shares 3,444 (-19.7%) Est. Cost $69.11 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $18 (-77.1%) Shares 48 (-89.3%) Est. Cost $124.70 Unrealized +106.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $247 (-19.0%) Shares 15,000 (-16.5%) Est. Cost $19.59 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $19 (-74.8%) Shares 360 (-76.0%) Est. Cost $51.75 Unrealized -5.1%
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $205 (-21.6%) Shares 1,989 (-3.4%) Est. Cost $143.51 Unrealized -21.7%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $8 (-87.2%) Shares 753 (-86.9%) Est. Cost $10.61 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value ($000) $9 (-86.7%) Shares 397 (-86.4%) Est. Cost $22.26 Unrealized -2.0%
IJH ISHARES CORE S&P MID-CAP ETF 1.4%
Value ($000) $4,478 (-1.2%) Shares 67,855 (-2.0%) Est. Cost $62.19 Unrealized
INSW INTERNATIONAL SEAWAYS INC COM 0.2%
Value ($000) $584 (-8.4%) Shares 12,036 (-13.0%) Est. Cost $34.25 Unrealized +42.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $12 (-80.9%) Shares 1,144 (-82.3%) Est. Cost $9.21 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value ($000) $15 (-77.3%) Shares 652 (-77.6%) Est. Cost $31.67 Unrealized -28.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $145 (-25.6%) Shares 788 (-16.5%) Est. Cost $186.47 Unrealized +8.2%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $9 (-84.3%) Shares 472 (-84.8%) Est. Cost $18.70 Unrealized
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.1%
Value ($000) $229 (+26.4%) Shares 4,480 (-4.3%) Est. Cost $28.43 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $172 (-21.8%) Shares 754 (-23.8%) Est. Cost $146.75 Unrealized +57.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $146 (-23.7%) Shares 1,100 (-42.7%) Est. Cost $74.68 Unrealized +49.3%
CCJ CAMECO CORP COM 0.3%
Value ($000) $1,082 (-4.0%) Shares 11,825 (-12.4%) Est. Cost $54.16 Unrealized +66.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $8 (-84.4%) Shares 315 (-84.6%) Est. Cost $29.45 Unrealized -11.4%
NUSC NUVEEN ESG SMALL-CAP ETF 1.1%
Value ($000) $3,474 (-1.3%) Shares 77,805 (-2.0%) Est. Cost $41.55 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $281 (-13.4%) Shares 3,317 (-14.9%) Est. Cost $66.31 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $2 (-95.1%) Shares 43 (-95.1%) Est. Cost $50.76 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $14 (-74.4%) Shares 265 (-71.2%) Est. Cost $65.92 Unrealized -15.8%
GIB CGI INC CL A SUB VTG 0.1%
Value ($000) $409 (-8.9%) Shares 4,433 (-11.2%) Est. Cost $96.56 Unrealized -7.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $17 (-69.1%) Shares 92 (-69.0%) Est. Cost $167.06 Unrealized +7.7%
MCO MOODYS CORP COM 0.0%
Value ($000) $162 (-19.0%) Shares 316 (-24.0%) Est. Cost $473.16 Unrealized +3.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $3 (-92.1%) Shares 31 (-92.1%) Est. Cost $100.66 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.1%
Value ($000) $172 (-17.3%) Shares 1,559 (-17.3%) Est. Cost $110.42 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $103 (-25.7%) Shares 1,221 (-25.5%) Est. Cost $93.67 Unrealized -10.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $205 (-14.7%) Shares 1,279 (-14.4%) Est. Cost $140.70 Unrealized +9.1%
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $224 (-13.1%) Shares 1,257 (-4.9%) Est. Cost $190.81 Unrealized -1.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $102 (-24.4%) Shares 262 (-17.4%) Est. Cost $359.02 Unrealized +15.2%
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.1%
Value ($000) $398 (-7.6%) Shares 10,994 (-3.2%) Est. Cost $30.06 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $124 (-20.8%) Shares 4,725 (-27.9%) Est. Cost $23.92 Unrealized +4.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $25 (-56.1%) Shares 57 (-50.9%) Est. Cost $557.47 Unrealized -17.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $24 (-57.4%) Shares 47 (-52.0%) Est. Cost $539.38 Unrealized -2.3%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value ($000) $0 (-99.5%) Shares 6 (-99.3%) Est. Cost $25.10 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $509 (-5.8%) Shares 6,749 (-7.6%) Est. Cost $60.69 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.2%
Value ($000) $655 (-4.5%) Shares 6,702 (-3.0%) Est. Cost $86.82 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $338 (-8.3%) Shares 7,332 (-8.2%) Est. Cost $44.77 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value ($000) $132 (-18.5%) Shares 123 (-23.6%) Est. Cost $685.37 Unrealized
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $118 (-20.2%) Shares 4,345 (-11.1%) Est. Cost $28.66 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 (-84.5%) Shares 12 (-82.9%) Est. Cost $593.87 Unrealized -19.8%
SLB SLB LIMITED COM STK 0.1%
Value ($000) $380 (+8.2%) Shares 9,912 (-1.1%) Est. Cost $37.84 Unrealized -4.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $82 (-25.9%) Shares 935 (-19.5%) Est. Cost $87.44 Unrealized +3.9%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $17 (-61.8%) Shares 287 (-61.8%) Est. Cost $59.54 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $79 (-26.0%) Shares 751 (-39.1%) Est. Cost $71.54 Unrealized +35.3%
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.0%
Value ($000) $48 (-36.3%) Shares 391 (-37.4%) Est. Cost $99.54 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $1,163 (-2.3%) Shares 26,228 (-6.7%) Est. Cost $37.89 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $12 (-69.6%) Shares 121 (-69.8%) Est. Cost $82.04 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $9 (-75.5%) Shares 74 (-71.9%) Est. Cost $107.66 Unrealized +13.7%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $556 (-4.6%) Shares 3,733 (-6.4%) Est. Cost $129.26 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $29 (-47.7%) Shares 361 (-43.9%) Est. Cost $98.34 Unrealized -15.7%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $240 (-9.3%) Shares 1,228 (-2.3%) Est. Cost $203.16 Unrealized -4.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $11 (-68.5%) Shares 642 (-71.1%) Est. Cost $21.38 Unrealized -24.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $36 (-39.0%) Shares 1,050 (-39.5%) Est. Cost $29.63 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.1%
Value ($000) $245 (-8.4%) Shares 7,240 (-8.3%) Est. Cost $33.21 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $155 (-12.6%) Shares 495 (-1.6%) Est. Cost $299.50 Unrealized +9.0%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,762 (+1.3%) Shares 5,467 (-2.4%) Est. Cost $244.83 Unrealized +26.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $48 (-31.2%) Shares 228 (-31.9%) Est. Cost $180.86 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $185 (-10.5%) Shares 637 (-9.5%) Est. Cost $253.73 Unrealized
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.1%
Value ($000) $178 (-10.5%) Shares 3,791 (-7.3%) Est. Cost $47.15 Unrealized
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $7 (-76.0%) Shares 846 (-76.6%) Est. Cost $9.39 Unrealized -18.2%
QUVU HARTFORD QUALITY VALUE ETF 0.0%
Value ($000) $2 (-91.8%) Shares 66 (-92.0%) Est. Cost $24.13 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value ($000) $71 (-21.9%) Shares 1,022 (-36.8%) Est. Cost $46.40 Unrealized +34.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $18 (-51.7%) Shares 85 (-50.0%) Est. Cost $209.53 Unrealized +2.0%
F FORD MTR CO COM 0.0%
Value ($000) $69 (-21.8%) Shares 5,248 (-26.8%) Est. Cost $9.66 Unrealized +32.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $108 (-15.0%) Shares 725 (-16.5%) Est. Cost $127.71 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $98 (+23.3%) Shares 341 (-1.2%) Est. Cost $174.27 Unrealized +48.3%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $10 (-64.8%) Shares 518 (-65.2%) Est. Cost $19.83 Unrealized -9.0%
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $287 (-5.6%) Shares 12,110 (-5.0%) Est. Cost $23.36 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $59 (-22.4%) Shares 617 (-22.5%) Est. Cost $93.32 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $354 (-4.5%) Shares 5,666 (-7.7%) Est. Cost $54.48 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $4 (-82.1%) Shares 180 (-82.1%) Est. Cost $20.85 Unrealized -5.0%
FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 0.1%
Value ($000) $297 (-5.2%) Shares 13,991 (-4.8%) Est. Cost $21.09 Unrealized
NTR NUTRIEN LTD COM 0.1%
Value ($000) $179 (-8.3%) Shares 2,903 (-15.9%) Est. Cost $46.01 Unrealized +27.9%
RACE FERRARI N V COM 0.0%
Value ($000) $4 (-79.8%) Shares 11 (-73.2%) Est. Cost $449.66 Unrealized -11.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $224 (-6.6%) Shares 2,824 (-9.5%) Est. Cost $59.06 Unrealized +33.2%
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.1%
Value ($000) $214 (-6.9%) Shares 6,058 (-4.9%) Est. Cost $33.55 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 (-74.5%) Shares 31 (-73.3%) Est. Cost $161.93 Unrealized +12.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $152 (+11.5%) Shares 269 (-13.8%) Est. Cost $540.71 Unrealized -1.5%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value ($000) $233 (-6.3%) Shares 2,409 (-3.8%) Est. Cost $80.11 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $20 (-43.4%) Shares 216 (-43.9%) Est. Cost $78.37 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.1%
Value ($000) $368 (+4.3%) Shares 5,711 (-1.9%) Est. Cost $45.38 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $3 (-84.4%) Shares 38 (-83.9%) Est. Cost $71.03 Unrealized +2.1%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $40 (-25.7%) Shares 336 (-26.6%) Est. Cost $117.05 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $21 (-39.4%) Shares 423 (-38.7%) Est. Cost $50.02 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $384 (-3.2%) Shares 1,448 (-13.9%) Est. Cost $283.44 Unrealized -12.4%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $10 (-54.3%) Shares 139 (-54.7%) Est. Cost $65.50 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $4 (-72.9%) Shares 105 (-73.0%) Est. Cost $37.93 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $31 (-26.7%) Shares 458 (-8.9%) Est. Cost $80.97 Unrealized -12.5%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 (-72.8%) Shares 109 (-72.6%) Est. Cost $36.90 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $46 (-19.2%) Shares 641 (-22.8%) Est. Cost $60.52 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $4 (-71.0%) Shares 231 (-72.2%) Est. Cost $19.39 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $2 (-85.5%) Shares 44 (-86.0%) Est. Cost $35.81 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $20 (-35.2%) Shares 387 (-35.2%) Est. Cost $50.43 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $14 (-42.1%) Shares 845 (-42.0%) Est. Cost $16.60 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $65 (-13.6%) Shares 243 (-10.7%) Est. Cost $241.14 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $3 (-77.8%) Shares 30 (-75.4%) Est. Cost $104.48 Unrealized -1.6%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $14 (-43.0%) Shares 560 (-42.0%) Est. Cost $23.97 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $116 (+9.2%) Shares 256 (-2.7%) Est. Cost $461.22 Unrealized -6.5%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $13 (-42.2%) Shares 183 (-43.5%) Est. Cost $63.22 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.3%
Value ($000) $1,022 (+0.9%) Shares 1,499 (-1.1%) Est. Cost $588.29 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $3 (-79.0%) Shares 42 (-76.8%) Est. Cost $51.91 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $71 (+14.9%) Shares 415 (-4.2%) Est. Cost $78.11 Unrealized +98.9%
IQSI NYLI CANDRIAM INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $297 (-3.0%) Shares 8,457 (-5.2%) Est. Cost $34.38 Unrealized
LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $373 (-2.4%) Shares 17,080 (-2.2%) Est. Cost $21.73 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $70 (-11.4%) Shares 1,002 (-9.7%) Est. Cost $68.70 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $54 (-14.2%) Shares 1,487 (-13.6%) Est. Cost $30.01 Unrealized
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $15 (-36.1%) Shares 308 (-35.6%) Est. Cost $47.76 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $62 (-11.8%) Shares 400 (-3.8%) Est. Cost $160.56 Unrealized -5.7%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $11 (-41.6%) Shares 538 (-41.5%) Est. Cost $20.72 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $10 (-42.5%) Shares 467 (-42.3%) Est. Cost $21.73 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $35 (-17.2%) Shares 221 (-16.9%) Est. Cost $131.66 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $10 (-42.0%) Shares 480 (-42.0%) Est. Cost $20.37 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $16 (-30.5%) Shares 111 (-13.3%) Est. Cost $140.79 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $10 (-41.4%) Shares 430 (-41.3%) Est. Cost $23.12 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $1,750 (+0.4%) Shares 15,705 (-8.1%) Est. Cost $86.54 Unrealized +23.9%
NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $156 (-4.3%) Shares 4,386 (-3.2%) Est. Cost $29.21 Unrealized
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 (-45.7%) Shares 176 (-45.3%) Est. Cost $45.75 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $29 (-18.8%) Shares 637 (-18.4%) Est. Cost $44.72 Unrealized
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $35 (-16.0%) Shares 764 (-15.4%) Est. Cost $44.87 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 (-82.9%) Shares 33 (-66.7%) Est. Cost $30.37 Unrealized +23.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $8 (-44.7%) Shares 119 (-44.7%) Est. Cost $73.36 Unrealized -10.5%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $34 (-15.3%) Shares 286 (-14.4%) Est. Cost $108.23 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.4%
Value ($000) $1,433 (-0.4%) Shares 7,176 (-1.7%) Est. Cost $158.93 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $14 (-28.8%) Shares 285 (-28.0%) Est. Cost $50.94 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $14 (-28.2%) Shares 138 (-30.3%) Est. Cost $85.10 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $9 (-37.5%) Shares 235 (-26.6%) Est. Cost $52.74 Unrealized -22.5%
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $7 (-42.1%) Shares 288 (-41.9%) Est. Cost $25.28 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $12 (-31.1%) Shares 252 (-31.7%) Est. Cost $40.05 Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $15 (-25.3%) Shares 170 (-26.7%) Est. Cost $73.45 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $497 (-1.0%) Shares 7,401 (-2.2%) Est. Cost $52.92 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $1 (-85.5%) Shares 20 (-85.7%) Est. Cost $45.32 Unrealized -9.2%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $2 (-75.3%) Shares 38 (-76.1%) Est. Cost $37.94 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $7 (-42.5%) Shares 361 (-42.4%) Est. Cost $18.54 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.1%
Value ($000) $195 (-2.4%) Shares 2,449 (-6.8%) Est. Cost $67.66 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $29 (-14.0%) Shares 254 (-15.6%) Est. Cost $98.79 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $14 (-23.6%) Shares 81 (-32.5%) Est. Cost $124.58 Unrealized +33.6%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $13 (-24.4%) Shares 188 (-25.1%) Est. Cost $64.19 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $13 (-24.4%) Shares 65 (-9.7%) Est. Cost $225.88 Unrealized -7.0%
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value ($000) $44 (+10.0%) Shares 1,033 (-1.3%) Est. Cost $32.99 Unrealized
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $165 (-2.4%) Shares 7,384 (-2.0%) Est. Cost $21.82 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $16 (-19.0%) Shares 163 (-27.6%) Est. Cost $81.69 Unrealized +9.9%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $8 (-31.7%) Shares 324 (-31.6%) Est. Cost $22.59 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 (-45.7%) Shares 106 (-57.6%) Est. Cost $30.76 Unrealized +13.1%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $50 (-6.5%) Shares 219 (-6.0%) Est. Cost $214.06 Unrealized
JOE ST JOE CO COM 0.3%
Value ($000) $833 (+0.4%) Shares 14,025 (-16.1%) Est. Cost $46.72 Unrealized +19.9%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $325 (+1.0%) Shares 2,165 (-3.6%) Est. Cost $161.54 Unrealized -9.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $23 (-12.1%) Shares 358 (-6.5%) Est. Cost $61.34 Unrealized
GEVO GEVO INC COM PAR 0.0%
Value ($000) $0 (-92.8%) Shares 116 (-92.8%) Est. Cost $1.67 Unrealized +31.7%
CLS CELESTICA INC COM 0.0%
Value ($000) $4 (-43.5%) Shares 13 (-51.9%) Est. Cost $106.09 Unrealized +184.1%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $2 (-63.2%) Shares 29 (-61.3%) Est. Cost $102.78 Unrealized -45.7%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $2,090 (+0.1%) Shares 3,333 (-1.9%) Est. Cost $539.71 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $3 (-45.5%) Shares 104 (-5.5%) Est. Cost $37.15 Unrealized +15.3%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $3 (-44.9%) Shares 52 (-44.7%) Est. Cost $57.93 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $12 (-19.2%) Shares 288 (-20.9%) Est. Cost $38.17 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $130 (+2.2%) Shares 673 (-2.0%) Est. Cost $150.59 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $2 (-55.8%) Shares 200 (-60.9%) Est. Cost $9.42 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $4 (-38.2%) Shares 64 (-43.4%) Est. Cost $64.46 Unrealized +0.1%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $68 (+3.9%) Shares 164 (-1.8%) Est. Cost $319.38 Unrealized +34.2%
FJP FIRST TRUST JAPAN ALPHADEX FUND 0.0%
Value ($000) $46 (-5.1%) Shares 692 (-8.3%) Est. Cost $57.94 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $7 (-26.8%) Shares 135 (-18.2%) Est. Cost $52.10 Unrealized +3.1%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $4 (-38.8%) Shares 86 (-41.5%) Est. Cost $23.97 Unrealized
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.0%
Value ($000) $7 (-26.3%) Shares 234 (-24.5%) Est. Cost $26.29 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.1%
Value ($000) $391 (+0.6%) Shares 6,424 (-2.1%) Est. Cost $51.70 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $1 (-77.3%) Shares 80 (-74.2%) Est. Cost $15.04 Unrealized -42.6%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 (-98.2%) Shares 1 (-97.6%) Est. Cost $42.29 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.1%
Value ($000) $197 (-1.0%) Shares 2,073 (-2.4%) Est. Cost $85.81 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $3 (-34.5%) Shares 46 (-32.4%) Est. Cost $97.42 Unrealized -27.9%
WFC WELLS FARGO & CO COM 0.0%
Value ($000) $123 (-1.3%) Shares 1,324 (-14.4%) Est. Cost $73.38 Unrealized +18.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $5 (-23.2%) Shares 152 (-6.7%) Est. Cost $22.17 Unrealized +66.9%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $18 (-8.3%) Shares 335 (-7.7%) Est. Cost $52.61 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $6 (-21.2%) Shares 108 (-21.2%) Est. Cost $44.97 Unrealized
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value ($000) $63 (-2.2%) Shares 1,181 (-6.0%) Est. Cost $44.90 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $2 (-44.3%) Shares 5 (-50.0%) Est. Cost $245.19 Unrealized +38.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $3 (-31.7%) Shares 23 (-32.4%) Est. Cost $114.91 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $4 (-26.0%) Shares 27 (-28.9%) Est. Cost $102.86 Unrealized +27.1%
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $31 (-3.6%) Shares 1,436 (-3.2%) Est. Cost $21.10 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $71 (-1.3%) Shares 738 (-2.5%) Est. Cost $90.94 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $0 (-75.2%) Shares 13 (-74.0%) Est. Cost $27.83 Unrealized -16.3%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $156 (+0.5%) Shares 1,809 (-2.2%) Est. Cost $75.82 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $270 (+0.3%) Shares 3,150 (-9.8%) Est. Cost $49.56 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $30 (+2.8%) Shares 377 (-5.3%) Est. Cost $74.25 Unrealized +3.1%
UDR UDR INC COM 0.0%
Value ($000) $0 (-80.9%) Shares 5 (-80.8%) Est. Cost $40.44 Unrealized -12.2%
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $4 (-15.7%) Shares 71 (-16.5%) Est. Cost $49.65 Unrealized
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $2 (-29.2%) Shares 44 (-30.2%) Est. Cost $33.43 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value ($000) $7 (-8.6%) Shares 265 (-8.0%) Est. Cost $27.62 Unrealized
RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 (-33.7%) Shares 27 (-32.5%) Est. Cost $42.95 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.1%
Value ($000) $357 (+0.2%) Shares 13,824 (-1.3%) Est. Cost $23.11 Unrealized
CART MAPLEBEAR INC COM 0.0%
Value ($000) $0 (-81.0%) Shares 3 (-84.2%) Est. Cost $44.42 Unrealized -7.9%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $14 (+3.9%) Shares 226 (-3.4%) Est. Cost $65.01 Unrealized
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $88 (+0.6%) Shares 1,094 (-1.3%) Est. Cost $72.41 Unrealized
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value ($000) $2 (-19.9%) Shares 117 (-6.4%) Est. Cost $20.68 Unrealized
IQSM NYLI CANDRIAM U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $110 (-0.4%) Shares 3,186 (-2.2%) Est. Cost $33.99 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $0 (-87.2%) Shares 1 (-75.0%) Est. Cost $113.00 Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $10 (-3.4%) Shares 104 (-3.7%) Est. Cost $87.12 Unrealized +9.1%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $4 (+10.0%) Shares 170 (-2.3%) Est. Cost $15.44 Unrealized
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.0%
Value ($000) $2 (-9.4%) Shares 129 (-8.5%) Est. Cost $19.11 Unrealized
KRMA GLOBAL X CONSCIOUS COMPANIES ETF 0.0%
Value ($000) $13 (-1.8%) Shares 307 (-1.9%) Est. Cost $43.35 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $574 (-0.0%) Shares 12,744 (-2.6%) Est. Cost $39.42 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 (+19.3%) Shares 78 (-6.0%) Est. Cost $9.27 Unrealized +71.7%
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $1 (-13.7%) Shares 52 (-14.8%) Est. Cost $24.08 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $0 (-38.9%) Shares 33 (-2.9%) Est. Cost $12.32 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $1 (-10.1%) Shares 12 (-14.3%) Est. Cost $97.17 Unrealized +17.6%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $5 (-3.3%) Shares 65 (-3.0%) Est. Cost $68.00 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $2 (-6.4%) Shares 26 (-18.8%) Est. Cost $69.15 Unrealized +1.8%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $1 (-9.0%) Shares 6 (-14.3%) Est. Cost $193.45 Unrealized -12.4%
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.0%
Value ($000) $1 (-5.8%) Shares 56 (-12.5%) Est. Cost $24.33 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $3 (-2.9%) Shares 276 (-13.5%) Est. Cost $9.01 Unrealized
SD SANDRIDGE ENERGY INC COM NEW 0.0%
Value ($000) $1 (+5.5%) Shares 95 (-14.4%) Est. Cost $11.87 Unrealized +11.5%
JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF 0.0%
Value ($000) $1 (-4.3%) Shares 23 (-4.2%) Est. Cost $50.33 Unrealized
AGNG GLOBAL X AGING POPULATION ETF 0.0%
Value ($000) $2 (-2.0%) Shares 42 (-6.7%) Est. Cost $34.20 Unrealized
SANM SANMINA CORP COM 0.0%
Value ($000) $1 (+2.9%) Shares 4 (-20.0%) Est. Cost $112.45 Unrealized +31.3%
BIORESTORATIVE THERAPIES INC COM NEW 0.0%
Value ($000) $0 (-23.5%) Shares 11 (-8.3%) Est. Cost $1.75 Unrealized

Unchanged Positions (409)

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 1.5%
Value ($000) $4,711 Shares 199,200 Est. Cost $9.84 Unrealized
STEX STREAMEX CORP COM 0.3%
Value ($000) $914 Shares 301,530 Est. Cost $5.45 Unrealized -17.9%
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $4,889 Shares 10,108 Est. Cost $422.17 Unrealized +18.6%
MSTR STRATEGY INC CL A NEW 0.1%
Value ($000) $184 Shares 1,210 Est. Cost $300.91 Unrealized -23.5%
PAAS PAN AMERN SILVER CORP COM 0.3%
Value ($000) $856 Shares 16,518 Est. Cost $29.49 Unrealized +41.9%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.6%
Value ($000) $1,970 Shares 59,650 Est. Cost $20.38 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $1,783 Shares 4,500 Est. Cost $242.13 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.3%
Value ($000) $1,071 Shares 38,700 Est. Cost $11.07 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $1,399 Shares 3,531 Est. Cost $242.13 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $364 Shares 7,325 Est. Cost $53.61 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,055 Shares 42,483 Est. Cost $22.83 Unrealized +10.8%
B BARRICK MNG CORP COM SHS 0.2%
Value ($000) $501 Shares 11,500 Est. Cost $19.29 Unrealized +94.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $287 Shares 4,205 Est. Cost $74.02 Unrealized
SGDM SPROTT GOLD MINERS ETF 0.3%
Value ($000) $1,050 Shares 15,083 Est. Cost $27.91 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $496 Shares 6,199 Est. Cost $58.98 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.2%
Value ($000) $634 Shares 5,575 Est. Cost $42.75 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.4%
Value ($000) $1,192 Shares 10,144 Est. Cost $63.80 Unrealized +67.8%
EQT EQT CORP COM 0.4%
Value ($000) $1,147 Shares 21,401 Est. Cost $41.27 Unrealized +36.0%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $389 Shares 2,967 Est. Cost $103.56 Unrealized +32.9%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $625 Shares 15,354 Est. Cost $39.42 Unrealized +2.7%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $1,551 Shares 56,431 Est. Cost $24.91 Unrealized +8.0%
LDOS LEIDOS HOLDINGS INC COM 0.2%
Value ($000) $611 Shares 3,386 Est. Cost $147.27 Unrealized +28.4%
NACP TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF 0.5%
Value ($000) $1,716 Shares 34,832 Est. Cost $40.88 Unrealized
FNV FRANCO NEV CORP COM 0.1%
Value ($000) $435 Shares 2,100 Est. Cost $122.82 Unrealized +65.1%
UEC URANIUM ENERGY CORP COM 0.1%
Value ($000) $280 Shares 24,000 Est. Cost $7.42 Unrealized +77.0%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $182 Shares 6,475 Est. Cost $29.55 Unrealized -0.8%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $153 Shares 6,550 Est. Cost $14.28 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $343 Shares 6,065 Est. Cost $42.66 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.2%
Value ($000) $643 Shares 13,791 Est. Cost $40.69 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $108 Shares 526 Est. Cost $140.33 Unrealized +33.8%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $268 Shares 1,450 Est. Cost $175.16 Unrealized -4.0%
EXEL EXELIXIS INC COM 0.1%
Value ($000) $301 Shares 6,875 Est. Cost $38.25 Unrealized +8.2%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $303 Shares 3,162 Est. Cost $92.28 Unrealized -0.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $287 Shares 503 Est. Cost $492.97 Unrealized +17.4%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $375 Shares 2,720 Est. Cost $112.89 Unrealized
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $369 Shares 2,732 Est. Cost $119.62 Unrealized +13.5%
CPT CAMDEN PPTY TR SH BEN INT 0.1%
Value ($000) $275 Shares 2,500 Est. Cost $114.43 Unrealized -9.9%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $46 Shares 161 Est. Cost $181.19 Unrealized +36.3%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value ($000) $413 Shares 5,003 Est. Cost $66.97 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $332 Shares 2,033 Est. Cost $142.02 Unrealized +13.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $127 Shares 155 Est. Cost $615.89 Unrealized +32.4%
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.1%
Value ($000) $188 Shares 7,873 Est. Cost $20.30 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $453 Shares 7,967 Est. Cost $48.80 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value ($000) $37 Shares 643 Est. Cost $67.53 Unrealized
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $192 Shares 1,986 Est. Cost $84.22 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $36 Shares 272 Est. Cost $127.66 Unrealized +14.7%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $60 Shares 71 Est. Cost $666.88 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $268 Shares 5,716 Est. Cost $37.72 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.1%
Value ($000) $192 Shares 10,000 Est. Cost $15.59 Unrealized +19.8%
AAPL APPLE INC COM 0.0%
Value ($000) $82 Shares 300 Est. Cost $233.63 Unrealized +14.9%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $58 Shares 465 Est. Cost $121.52 Unrealized +8.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $282 Shares 10,737 Est. Cost $22.58 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $348 Shares 5,521 Est. Cost $69.80 Unrealized -13.1%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $107 Shares 3,016 Est. Cost $35.08 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $187 Shares 4,722 Est. Cost $32.09 Unrealized
URGN UROGEN PHARMA LTD COM 0.0%
Value ($000) $18 Shares 770 Est. Cost $10.66 Unrealized +103.5%
DSI ISHARES ESG MSCI KLD 400 ETF 0.1%
Value ($000) $236 Shares 1,830 Est. Cost $110.25 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $35 Shares 535 Est. Cost $39.67 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $26 Shares 623 Est. Cost $32.02 Unrealized +20.5%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $21 Shares 142 Est. Cost $174.17 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $162 Shares 4,716 Est. Cost $31.26 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $17 Shares 869 Est. Cost $32.09 Unrealized -37.7%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $35 Shares 169 Est. Cost $175.42 Unrealized
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $11 Shares 237 Est. Cost $57.21 Unrealized
WWJD INSPIRE INTERNATIONAL ETF 0.1%
Value ($000) $169 Shares 4,629 Est. Cost $34.10 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $82 Shares 977 Est. Cost $104.99 Unrealized -18.8%
SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $102 Shares 775 Est. Cost $124.50 Unrealized
PSL INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF 0.0%
Value ($000) $36 Shares 356 Est. Cost $107.55 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $279 Shares 5,585 Est. Cost $49.55 Unrealized
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 0.1%
Value ($000) $174 Shares 2,355 Est. Cost $59.76 Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $16 Shares 439 Est. Cost $45.74 Unrealized -5.4%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $67 Shares 1,747 Est. Cost $32.11 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $11 Shares 67 Est. Cost $235.94 Unrealized -25.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $234 Shares 2,298 Est. Cost $99.87 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $20 Shares 100 Est. Cost $243.60 Unrealized -15.4%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $115 Shares 3,115 Est. Cost $36.01 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.65 Unrealized -20.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $14 Shares 84 Est. Cost $145.94 Unrealized +27.7%
KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 0.0%
Value ($000) $77 Shares 607 Est. Cost $117.39 Unrealized
USCI UNITED STATES COMMODITY INDEX FUND 0.1%
Value ($000) $402 Shares 5,175 Est. Cost $65.98 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $33 Shares 865 Est. Cost $32.65 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $60 Shares 1,823 Est. Cost $26.71 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $90 Shares 1,004 Est. Cost $84.03 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $29 Shares 906 Est. Cost $32.87 Unrealized -0.0%
MGNI MAGNITE INC COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $23.61 Unrealized -29.7%
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $109 Shares 4,213 Est. Cost $26.04 Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $82.93 Unrealized
CHGX STANCE SUSTAINABLE BETA ETF 0.1%
Value ($000) $201 Shares 7,377 Est. Cost $24.26 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $87 Shares 755 Est. Cost $99.73 Unrealized +18.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $24.08 Unrealized -12.3%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $25 Shares 331 Est. Cost $64.81 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $74 Shares 1,050 Est. Cost $64.26 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $271 Shares 2,377 Est. Cost $105.06 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $64 Shares 1,435 Est. Cost $38.47 Unrealized +18.9%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $39 Shares 531 Est. Cost $55.27 Unrealized
PJP INVESCO PHARMACEUTICALS ETF 0.0%
Value ($000) $17 Shares 161 Est. Cost $79.85 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $21 Shares 154 Est. Cost $101.52 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.0%
Value ($000) $49 Shares 272 Est. Cost $138.88 Unrealized
POWW OUTDOOR HOLDING CO COM 0.0%
Value ($000) $9 Shares 5,500 Est. Cost $1.21 Unrealized +42.1%
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $43 Shares 400 Est. Cost $97.29 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $135 Shares 649 Est. Cost $191.84 Unrealized +6.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $74 Shares 2,260 Est. Cost $25.98 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $48 Shares 1,537 Est. Cost $30.23 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $9 Shares 215 Est. Cost $26.11 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $60 Shares 1,189 Est. Cost $49.89 Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $4 Shares 260 Est. Cost $5.95 Unrealized +133.7%
BLTE BELITE BIO INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 13 Est. Cost $73.54 Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 288 Est. Cost $20.40 Unrealized +25.3%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $41.88 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $69 Shares 282 Est. Cost $194.12 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $306 Shares 2,202 Est. Cost $149.63 Unrealized -11.1%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $18 Shares 204 Est. Cost $79.79 Unrealized
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.0%
Value ($000) $46 Shares 627 Est. Cost $59.94 Unrealized
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 0.0%
Value ($000) $63 Shares 910 Est. Cost $55.84 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $12 Shares 6 Est. Cost $2229.41 Unrealized -5.8%
PRGS PROGRESS SOFTWARE CORP COM 0.0%
Value ($000) $18 Shares 415 Est. Cost $52.76 Unrealized -17.4%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $7 Shares 48 Est. Cost $106.23 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $553 Shares 733 Est. Cost $546.55 Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $107.74 Unrealized +29.5%
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 724 Est. Cost $31.31 Unrealized +14.0%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $21 Shares 302 Est. Cost $66.33 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $48 Shares 338 Est. Cost $116.18 Unrealized
SOCL GLOBAL X SOCIAL MEDIA ETF 0.0%
Value ($000) $10 Shares 182 Est. Cost $43.52 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 678 Est. Cost $69.36 Unrealized
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 0.0%
Value ($000) $86 Shares 2,086 Est. Cost $38.48 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $88 Shares 627 Est. Cost $129.74 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $22 Shares 45 Est. Cost $464.27 Unrealized
DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND 0.0%
Value ($000) $27 Shares 629 Est. Cost $36.30 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $30 Shares 916 Est. Cost $25.81 Unrealized
COHEN & STEERS REIT & PFD & COM 0.0%
Value ($000) $6 Shares 283 Est. Cost $22.36 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $22 Shares 513 Est. Cost $35.86 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.83 Unrealized +33.9%
CABO CABLE ONE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $290.62 Unrealized -53.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $96 Shares 993 Est. Cost $89.38 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $23 Shares 301 Est. Cost $67.04 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $16.72 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $14 Shares 264 Est. Cost $50.73 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $4 Shares 297 Est. Cost $9.53 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.46 Unrealized +0.8%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $3 Shares 5 Est. Cost $558.87 Unrealized +11.9%
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.0%
Value ($000) $29 Shares 640 Est. Cost $39.12 Unrealized
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $24 Shares 584 Est. Cost $41.81 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $67 Shares 472 Est. Cost $127.66 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $42 Shares 917 Est. Cost $42.93 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $21 Shares 4,493 Est. Cost $4.56 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $31 Shares 82 Est. Cost $302.35 Unrealized
G GENPACT LIMITED SHS 0.0%
Value ($000) $5 Shares 109 Est. Cost $45.89 Unrealized -5.8%
GLOB GLOBANT S A COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $106.80 Unrealized -41.1%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $5 Shares 275 Est. Cost $16.76 Unrealized +16.8%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $11 Shares 10 Est. Cost $923.03 Unrealized +15.6%
RDOG ALPS REIT DIVIDEND DOGS ETF 0.0%
Value ($000) $29 Shares 813 Est. Cost $34.93 Unrealized
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 401 Est. Cost $14.26 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $15 Shares 325 Est. Cost $38.81 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $9 Shares 50 Est. Cost $141.84 Unrealized +25.6%
FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $12 Shares 603 Est. Cost $17.81 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $39 Shares 424 Est. Cost $74.40 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.75 Unrealized +3.5%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 Shares 9 Est. Cost $212.87 Unrealized +1.8%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $50 Shares 620 Est. Cost $87.12 Unrealized -8.3%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $19 Shares 102 Est. Cost $175.99 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $122 Shares 4,449 Est. Cost $25.67 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $15 Shares 557 Est. Cost $22.62 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $1 Shares 234 Est. Cost $1.36 Unrealized +245.1%
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 0.0%
Value ($000) $26 Shares 480 Est. Cost $47.59 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 30 Est. Cost $22.60 Unrealized -29.3%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 10 Est. Cost $150.40 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $25 Shares 367 Est. Cost $61.09 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $86 Shares 2,252 Est. Cost $32.83 Unrealized +18.4%
KHPI KENSINGTON HEDGED PREMIUM INCOME ETF 0.1%
Value ($000) $477 Shares 18,600 Est. Cost $24.86 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $12 Shares 300 Est. Cost $37.64 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $10 Shares 200 Est. Cost $58.92 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 130 Est. Cost $43.54 Unrealized
VEGN US VEGAN CLIMATE ETF 0.0%
Value ($000) $20 Shares 322 Est. Cost $48.98 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $15 Shares 280 Est. Cost $43.56 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $45 Shares 1,047 Est. Cost $41.81 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $8 Shares 156 Est. Cost $42.92 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.12 Unrealized
PTBD PACER TRENDPILOT US BOND ETF 0.0%
Value ($000) $14 Shares 742 Est. Cost $19.76 Unrealized
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 0.0%
Value ($000) $86 Shares 1,268 Est. Cost $56.60 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $9 Shares 122 Est. Cost $60.89 Unrealized
RNW RENEW ENERGY GLOBAL PLC CL A SHS 0.0%
Value ($000) $1 Shares 124 Est. Cost $7.61 Unrealized -5.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1117.50 Unrealized +25.0%
EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $18 Shares 461 Est. Cost $35.93 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $147.81 Unrealized +14.2%
WELLS FARGO & CO PERP PFD CNV A 0.0%
Value ($000) $10 Shares 8 Est. Cost $1178.75 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $10 Shares 252 Est. Cost $36.40 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $39 Shares 817 Est. Cost $47.59 Unrealized
YLDE FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 0.0%
Value ($000) $62 Shares 1,144 Est. Cost $50.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.01 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $12 Shares 84 Est. Cost $113.61 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $14 Shares 376 Est. Cost $37.89 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $26 Shares 279 Est. Cost $80.44 Unrealized +17.5%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $3 Shares 69 Est. Cost $36.12 Unrealized +19.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $42 Shares 838 Est. Cost $48.88 Unrealized
WOMN IMPACT SHARES WOMENS EMPOWERMENT ETF 0.0%
Value ($000) $12 Shares 293 Est. Cost $36.68 Unrealized
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $62.58 Unrealized
HCMT DIREXION HCM TACTICAL ENHANCED US ETF 0.0%
Value ($000) $13 Shares 325 Est. Cost $32.58 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $39 Shares 372 Est. Cost $82.22 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.91 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 60 Est. Cost $15.11 Unrealized -47.8%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $14 Shares 2,296 Est. Cost $6.30 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $2 Shares 26 Est. Cost $74.43 Unrealized
ATKR ATKORE INC COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $69.79 Unrealized -7.3%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 20 Est. Cost $14.85 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $8 Shares 163 Est. Cost $42.64 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $14 Shares 237 Est. Cost $51.09 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $14 Shares 104 Est. Cost $109.02 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $146.72 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.41 Unrealized +4.3%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $15.55 Unrealized +124.2%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $109 Shares 1,898 Est. Cost $46.31 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $72.35 Unrealized
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $53.82 Unrealized +66.2%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $36.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value ($000) $2 Shares 35 Est. Cost $68.81 Unrealized -35.4%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $8 Shares 161 Est. Cost $39.59 Unrealized
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value ($000) $22 Shares 1,631 Est. Cost $13.48 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.70 Unrealized
TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF 0.0%
Value ($000) $4 Shares 149 Est. Cost $28.87 Unrealized
OMCL OMNICELL COM COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.65 Unrealized -7.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $227.05 Unrealized +27.0%
AIZ ASSURANT INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $204.36 Unrealized +9.0%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.0%
Value ($000) $10 Shares 208 Est. Cost $49.09 Unrealized
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $11 Shares 201 Est. Cost $45.45 Unrealized +13.0%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $2 Shares 113 Est. Cost $15.86 Unrealized
CGBD CARLYLE SECURED LENDING INC COM 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.89 Unrealized -6.4%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $143.45 Unrealized -5.9%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $21 Shares 243 Est. Cost $83.06 Unrealized +2.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 360 Est. Cost $25.55 Unrealized
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.90 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.13 Unrealized +1.8%
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 0.0%
Value ($000) $42 Shares 242 Est. Cost $135.31 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $8 Shares 33 Est. Cost $215.74 Unrealized
TORTOISE ENERGY INFRSTRCTR CP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $39.51 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 68 Est. Cost $21.75 Unrealized +28.2%
MESO MESOBLAST LTD SPONS ADR 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.27 Unrealized
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $1 Shares 75 Est. Cost $6.30 Unrealized +18.7%
TFSL TFS FINL CORP COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.16 Unrealized +11.2%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $2 Shares 8 Est. Cost $181.70 Unrealized +21.6%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $10 Shares 93 Est. Cost $84.68 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost $20.75 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.21 Unrealized -15.6%
TCOM TRIP COM GROUP LTD ADS 0.0%
Value ($000) $3 Shares 37 Est. Cost $58.46 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $25 Shares 209 Est. Cost $112.14 Unrealized
TIGR UP FINTECH HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 106 Est. Cost $10.59 Unrealized
LAZ LAZARD INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $49.73 Unrealized +0.4%
COMP COMPASS INC CL A 0.0%
Value ($000) $0 Shares 35 Est. Cost $8.10 Unrealized +12.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $112 Shares 21 Est. Cost $4814.88 Unrealized +6.7%
CF CF INDUSTRIES HOLD COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $83.96 Unrealized -2.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $45 Shares 317 Est. Cost $120.45 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $0 Shares 38 Est. Cost $8.89 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.09 Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $4 Shares 32 Est. Cost $99.39 Unrealized +22.0%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $34.26 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $8 Shares 23 Est. Cost $261.60 Unrealized +30.3%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $88.15 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $156.07 Unrealized -16.1%
FLGB FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value ($000) $3 Shares 81 Est. Cost $29.04 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 34 Est. Cost $7.54 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 58 Est. Cost $16.36 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.77 Unrealized
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $51.75 Unrealized
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 88 Est. Cost $42.68 Unrealized
SB SAFE BULKERS INC COM 0.0%
Value ($000) $1 Shares 237 Est. Cost $4.24 Unrealized +11.8%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.49 Unrealized -25.6%
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $38.05 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $25.73 Unrealized +9.2%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $1 Shares 249 Est. Cost $4.39 Unrealized +25.5%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.02 Unrealized -11.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $7 Shares 61 Est. Cost $81.31 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $4 Shares 26 Est. Cost $129.04 Unrealized
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $46.85 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $49.82 Unrealized
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $87.76 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $40.78 Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.33 Unrealized
YMM FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 28 Est. Cost $12.93 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 149 Est. Cost $31.49 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $161.52 Unrealized -42.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.80 Unrealized +21.7%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $86.96 Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $28.20 Unrealized +6.2%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost $11.50 Unrealized
NEMD NEUBERGER BERMAN EMERGING MARKETS DEBT HARD CURRENCY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.68 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 131 Est. Cost $16.16 Unrealized -1.5%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.88 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $99.39 Unrealized +79.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $45.58 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $36.27 Unrealized +6.9%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $6 Shares 10 Est. Cost $566.50 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $137.50 Unrealized
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.64 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $46.70 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.97 Unrealized -35.6%
CRBN ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $191.00 Unrealized
KAI KADANT INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $311.96 Unrealized -9.0%
IBN ICICI BK LTD HONG KONG BRANCH ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $30.54 Unrealized
OSIS OSI SYSTEMS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.49 Unrealized +37.1%
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $6.84 Unrealized +110.1%
AESI ATLAS ENERGY SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.25 Unrealized -23.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $5 Shares 132 Est. Cost $36.48 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $2 Shares 64 Est. Cost $35.86 Unrealized -8.3%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value ($000) $10 Shares 141 Est. Cost $57.64 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $1 Shares 11 Est. Cost $104.55 Unrealized
YALA YALLA GROUP LTD ADS 0.0%
Value ($000) $1 Shares 99 Est. Cost $7.37 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.95 Unrealized +15.2%
VNET VNET GROUP INC SPONSORED ADS A 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.78 Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.86 Unrealized -16.2%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $1 Shares 92 Est. Cost $7.41 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.16 Unrealized
AVIG AVANTIS CORE FIXED INCOME ETF 0.0%
Value ($000) $13 Shares 302 Est. Cost $41.19 Unrealized
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 0.0%
Value ($000) $10 Shares 301 Est. Cost $29.46 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.0%
Value ($000) $6 Shares 261 Est. Cost $22.64 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $396.60 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $115.18 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $382.67 Unrealized +47.7%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $9 Shares 14 Est. Cost $509.79 Unrealized +21.9%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $2.95 Unrealized -52.8%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 218 Est. Cost $47.25 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $67.76 Unrealized
IBOC INTERNATIONAL BANCSHARES CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.16 Unrealized +9.6%
KARS KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.68 Unrealized
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.70 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $4 Shares 92 Est. Cost $47.47 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $1 Shares 42 Est. Cost $16.28 Unrealized -9.9%
VHC VIRNETX HLDG CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $8.54 Unrealized +134.6%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $72.14 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.18 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $465.95 Unrealized -17.7%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $120.89 Unrealized +12.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 9 Est. Cost $285.89 Unrealized
ECON COLUMBIA RESEARCH ENHANCED EMERGING ECONOMIES ETF 0.0%
Value ($000) $1 Shares 41 Est. Cost $23.98 Unrealized
NUMV NUVEEN ESG MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $33.20 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $65.31 Unrealized +13.3%
GARP ISHARES MSCI USA QUALITY GARP ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $51.75 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $46.76 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $29.45 Unrealized
CGCB CAPITAL GROUP CORE BOND ETF 0.0%
Value ($000) $8 Shares 287 Est. Cost $26.43 Unrealized
WULF TERAWULF INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $7.64 Unrealized +75.4%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.73 Unrealized +35.8%
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $51 Shares 968 Est. Cost $51.86 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 87 Est. Cost $23.29 Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.60 Unrealized
HMY HARMONY GOLD MINING CO LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.42 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $174.24 Unrealized -21.5%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $26.20 Unrealized
CGC CANOPY GROWTH CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 60 Est. Cost $1.76 Unrealized -26.9%
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.45 Unrealized -17.4%
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 87 Est. Cost $14.20 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $10 Shares 159 Est. Cost $58.90 Unrealized
RZG INVESCO S&P SMALLCAP 600 PURE GROWTH ETF 0.0%
Value ($000) $12 Shares 222 Est. Cost $45.76 Unrealized
BILT ISHARES INFRASTRUCTURE ACTIVE ETF 0.0%
Value ($000) $31 Shares 1,213 Est. Cost $25.88 Unrealized
CLOX ELDRIDGE AAA CLO ETF 0.0%
Value ($000) $3 Shares 128 Est. Cost $25.33 Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $59 Shares 1,236 Est. Cost $43.66 Unrealized
PBR/A PETROLEO BRASILEIRO S A SP ADR NON VTG 0.0%
Value ($000) $0 Shares 27 Est. Cost $11.74 Unrealized
SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND 0.0%
Value ($000) $12 Shares 242 Est. Cost $48.19 Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.50 Unrealized
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $47.13 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.40 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $159.12 Unrealized +21.8%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.38 Unrealized
LI LI AUTO INC SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.00 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $92.40 Unrealized
SAPIENS INTL CORP N V SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.00 Unrealized
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.19 Unrealized
XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.92 Unrealized
BCH BANCO DE CHILE SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $30.00 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.67 Unrealized
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.30 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $120.66 Unrealized +0.3%
DQ DAQO NEW ENERGY CORP SPNSRD ADS NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.06 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $7 Shares 395 Est. Cost $14.41 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $5 Shares 97 Est. Cost $47.87 Unrealized
PCRB PUTNAM ESG CORE BOND ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.60 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.32 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $45.93 Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.88 Unrealized
SSL SASOL LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.20 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $89.32 Unrealized -0.1%
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.00 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $14.21 Unrealized
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.00 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $37.62 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.00 Unrealized
HEPS D MARKET ELECTR SVCS & TRADING SPONSORED ADS 0.0%
Value ($000) $0 Shares 11 Est. Cost $2.73 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $65.25 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 31 Est. Cost $22.39 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.44 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.80 Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $24.76 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $14 Shares 282 Est. Cost $49.03 Unrealized
EC ECOPETROL S A SPONSORED ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.33 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 115 Est. Cost $29.28 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $59.19 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.88 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.49 Unrealized -10.3%
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $10 Shares 96 Est. Cost $100.37 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $2 Shares 64 Est. Cost $24.36 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.59 Unrealized +194.9%
VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.22 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.00 Unrealized
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.71 Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $30.05 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.73 Unrealized -18.0%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.25 Unrealized
TEN TSAKOS ENERGY NAVIGATION LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.00 Unrealized +11.5%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $30.53 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $13 Shares 50 Est. Cost $193.59 Unrealized +27.6%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $50.10 Unrealized