Downshift Financial, LLC Quant / Systematic

Location: Boulder, CO

CIK: 0002118380 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (668)

New Positions (593)

AAUA EA SERIES TRUST 0.9%
Value $2.01M Shares 35,307 Est. Cost $56.92 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value $1.8M Shares 11,468 Est. Cost $156.96 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value $1.661M Shares 8,300 Est. Cost $186.17 Unrealized
TSLA TESLA INC 0.2%
Value $421K Shares 1,000 Est. Cost $425.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $222K Shares 791 Est. Cost $281.21 Unrealized
RTX RTX CORPORATION 0.1%
Value $215K Shares 1,134 Est. Cost $189.73 Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value $213K Shares 2,584 Est. Cost $82.34 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $207K Shares 433 Est. Cost $477.57 Unrealized
IWB ISHARES TR 0.1%
Value $206K Shares 502 Est. Cost $409.50 Unrealized
QUAL ISHARES TR 0.1%
Value $203K Shares 926 Est. Cost $219.43 Unrealized
CAT CATERPILLAR INC 0.1%
Value $194K Shares 182 Est. Cost $1064.90 Unrealized
IVW ISHARES TR 0.1%
Value $190K Shares 1,384 Est. Cost $137.53 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $185K Shares 566 Est. Cost $327.33 Unrealized
HYG ISHARES TR 0.1%
Value $179K Shares 2,235 Est. Cost $79.97 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.1%
Value $178K Shares 2,350 Est. Cost $75.67 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $161K Shares 817 Est. Cost $197.60 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $161K Shares 1,641 Est. Cost $98.20 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $157K Shares 1,791 Est. Cost $87.92 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $142K Shares 1,619 Est. Cost $87.76 Unrealized
AVGO BROADCOM INC 0.1%
Value $139K Shares 367 Est. Cost $377.75 Unrealized
ESGU ISHARES TR 0.1%
Value $139K Shares 847 Est. Cost $163.67 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $134K Shares 2,493 Est. Cost $53.61 Unrealized
SPTM SPDR SERIES TRUST 0.1%
Value $130K Shares 1,435 Est. Cost $90.79 Unrealized
SPYD SPDR SERIES TRUST 0.1%
Value $126K Shares 2,634 Est. Cost $47.71 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $124K Shares 668 Est. Cost $185.23 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value $122K Shares 3,848 Est. Cost $31.73 Unrealized
AOR ISHARES TR 0.1%
Value $122K Shares 1,754 Est. Cost $69.50 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value $119K Shares 476 Est. Cost $249.98 Unrealized
ORCL ORACLE CORP 0.1%
Value $112K Shares 767 Est. Cost $146.64 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $111K Shares 582 Est. Cost $190.52 Unrealized
INTC INTEL CORP 0.0%
Value $110K Shares 787 Est. Cost $139.63 Unrealized
IWN ISHARES TR 0.0%
Value $108K Shares 490 Est. Cost $221.20 Unrealized
HD HOME DEPOT INC 0.0%
Value $105K Shares 298 Est. Cost $352.12 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $104K Shares 1,178 Est. Cost $88.54 Unrealized
WMT WALMART INC 0.0%
Value $103K Shares 913 Est. Cost $113.23 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $102K Shares 1,999 Est. Cost $51.05 Unrealized
LLY ELI LILLY & CO 0.0%
Value $98,353 Shares 82 Est. Cost $1199.43 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $97,215 Shares 234 Est. Cost $415.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $97,124 Shares 194 Est. Cost $500.64 Unrealized
NFLX NETFLIX INC. 0.0%
Value $97,104 Shares 1,360 Est. Cost $71.40 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $96,275 Shares 1,275 Est. Cost $75.51 Unrealized
RTX RTX CORPORATION 0.0%
Value $94,865 Shares 500 Est. Cost $189.73 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value $93,929 Shares 1,814 Est. Cost $51.78 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $90,098 Shares 659 Est. Cost $136.72 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $87,022 Shares 742 Est. Cost $117.28 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value $86,652 Shares 749 Est. Cost $115.69 Unrealized
GE GE AEROSPACE 0.0%
Value $83,342 Shares 223 Est. Cost $373.73 Unrealized
IXN ISHARES TR 0.0%
Value $82,065 Shares 568 Est. Cost $144.48 Unrealized
GWW WW GRAINGER INC 0.0%
Value $81,624 Shares 60 Est. Cost $1360.40 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $81,514 Shares 160 Est. Cost $509.46 Unrealized
IUSG ISHARES TR 0.0%
Value $81,443 Shares 433 Est. Cost $188.09 Unrealized
SOXX ISHARES TR 0.0%
Value $80,737 Shares 126 Est. Cost $640.77 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $80,604 Shares 360 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $79,589 Shares 360 Est. Cost $221.08 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $79,545 Shares 503 Est. Cost $158.14 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $79,080 Shares 404 Est. Cost $195.74 Unrealized
META META PLATFORMS INC 0.0%
Value $78,901 Shares 140 Est. Cost $563.58 Unrealized
V VISA INC 0.0%
Value $77,794 Shares 227 Est. Cost $342.70 Unrealized
IWS ISHARES TR 0.0%
Value $76,311 Shares 464 Est. Cost $164.46 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $75,134 Shares 440 Est. Cost $170.76 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $70,288 Shares 1,301 Est. Cost $54.03 Unrealized
TIP ISHARES TR 0.0%
Value $70,254 Shares 642 Est. Cost $109.43 Unrealized
EFG ISHARES TR 0.0%
Value $70,048 Shares 563 Est. Cost $124.42 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $70,002 Shares 600 Est. Cost $116.67 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $69,669 Shares 1,197 Est. Cost $58.20 Unrealized
C CITIGROUP INC 0.0%
Value $69,560 Shares 497 Est. Cost $139.96 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $67,579 Shares 2,030 Est. Cost $33.29 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $66,876 Shares 155 Est. Cost $431.46 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $66,195 Shares 947 Est. Cost $69.90 Unrealized
DIS DISNEY WALT CO 0.0%
Value $65,643 Shares 682 Est. Cost $96.25 Unrealized
CSCO CISCO SYS INC 0.0%
Value $64,838 Shares 552 Est. Cost $117.46 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $62,293 Shares 121 Est. Cost $514.82 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $61,418 Shares 398 Est. Cost $154.32 Unrealized
RMD RESMED INC 0.0%
Value $60,413 Shares 310 Est. Cost $194.88 Unrealized
PEP PEPSICO INC 0.0%
Value $59,847 Shares 442 Est. Cost $135.40 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value $59,637 Shares 532 Est. Cost $112.10 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $59,578 Shares 200 Est. Cost $297.89 Unrealized
ABBV ABBVIE INC 0.0%
Value $58,380 Shares 232 Est. Cost $251.64 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $57,603 Shares 80 Est. Cost $720.04 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value $55,074 Shares 3,499 Est. Cost $15.74 Unrealized
ITA ISHARES TR 0.0%
Value $54,787 Shares 226 Est. Cost $242.42 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $54,589 Shares 898 Est. Cost $60.79 Unrealized
AMGN AMGEN INC 0.0%
Value $51,421 Shares 142 Est. Cost $362.12 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $51,378 Shares 350 Est. Cost $146.79 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $50,617 Shares 604 Est. Cost $83.80 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $50,399 Shares 149 Est. Cost $338.25 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $49,996 Shares 200 Est. Cost $249.98 Unrealized
MRK MERCK & CO INC 0.0%
Value $48,696 Shares 379 Est. Cost $128.49 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $47,451 Shares 1,363 Est. Cost $34.81 Unrealized
IYW ISHARES TR 0.0%
Value $46,915 Shares 186 Est. Cost $252.23 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $46,172 Shares 40 Est. Cost $1154.30 Unrealized
FTNT FORTINET INC 0.0%
Value $45,932 Shares 299 Est. Cost $153.62 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $45,837 Shares 176 Est. Cost $260.44 Unrealized
ASML ASML HLDG NV 0.0%
Value $45,757 Shares 23 Est. Cost $1989.43 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $45,408 Shares 251 Est. Cost $180.91 Unrealized
BAC BANK OF AMER CORP 0.0%
Value $44,786 Shares 786 Est. Cost $56.98 Unrealized
DSI ISHARES TR 0.0%
Value $44,568 Shares 313 Est. Cost $142.39 Unrealized
ESGD ISHARES TR 0.0%
Value $43,900 Shares 427 Est. Cost $102.81 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value $43,301 Shares 776 Est. Cost $55.80 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $42,969 Shares 126 Est. Cost $341.02 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $41,588 Shares 486 Est. Cost $85.57 Unrealized
SATS ECHOSTAR CORP 0.0%
Value $40,600 Shares 400 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $40,092 Shares 236 Est. Cost $169.88 Unrealized
GLW CORNING INC 0.0%
Value $39,081 Shares 153 Est. Cost $255.43 Unrealized
DGRO ISHARES TR 0.0%
Value $38,880 Shares 513 Est. Cost $75.79 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $37,837 Shares 1,217 Est. Cost $31.09 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $37,816 Shares 400 Est. Cost $94.56 Unrealized
GEV GE VERNOVA INC 0.0%
Value $37,596 Shares 32 Est. Cost $1174.88 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $36,440 Shares 65 Est. Cost $560.62 Unrealized
SHOP SHOPIFY INC 0.0%
Value $35,282 Shares 309 Est. Cost $114.18 Unrealized
DAPP VANECK ETF TRUST 0.0%
Value $35,213 Shares 1,817 Est. Cost $19.38 Unrealized
TPR TAPESTRY INC 0.0%
Value $34,546 Shares 236 Est. Cost $146.38 Unrealized
ETN EATON CORP PLC 0.0%
Value $34,516 Shares 81 Est. Cost $426.12 Unrealized
MCD MCDONALDS CORP 0.0%
Value $34,262 Shares 127 Est. Cost $269.78 Unrealized
NOW SERVICENOW INC 0.0%
Value $34,152 Shares 344 Est. Cost $99.28 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $33,995 Shares 327 Est. Cost $103.96 Unrealized
YUM YUM BRANDS INC 0.0%
Value $33,890 Shares 212 Est. Cost $159.86 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $33,313 Shares 250 Est. Cost $133.25 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $32,941 Shares 202 Est. Cost $163.07 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $31,227 Shares 510 Est. Cost $61.23 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $30,997 Shares 187 Est. Cost $165.76 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $30,818 Shares 259 Est. Cost $118.99 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $30,668 Shares 200 Est. Cost $153.34 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $30,388 Shares 70 Est. Cost $434.11 Unrealized
GLD SPDR GOLD TR 0.0%
Value $29,470 Shares 80 Est. Cost $368.38 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $29,241 Shares 352 Est. Cost $83.07 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $28,920 Shares 40 Est. Cost $723.00 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $28,906 Shares 78 Est. Cost $370.59 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $28,711 Shares 268 Est. Cost $107.13 Unrealized
TJX TJX COS INC NEW 0.0%
Value $28,482 Shares 188 Est. Cost $151.50 Unrealized
CME CME GROUP INC 0.0%
Value $28,266 Shares 128 Est. Cost $220.83 Unrealized
IGV ISHARES TR 0.0%
Value $28,086 Shares 310 Est. Cost $90.60 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $28,081 Shares 237 Est. Cost $118.49 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $27,735 Shares 217 Est. Cost $127.81 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $27,473 Shares 36 Est. Cost $763.14 Unrealized
CB CHUBB LIMITED 0.0%
Value $25,896 Shares 76 Est. Cost $340.74 Unrealized
NUE NUCOR CORP 0.0%
Value $25,772 Shares 116 Est. Cost $222.17 Unrealized
IYF ISHARES TR 0.0%
Value $25,630 Shares 201 Est. Cost $127.51 Unrealized
PFE PFIZER INC 0.0%
Value $24,754 Shares 1,028 Est. Cost $24.08 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $23,969 Shares 125 Est. Cost $191.75 Unrealized
BA BOEING CO 0.0%
Value $23,595 Shares 109 Est. Cost $216.47 Unrealized
ICVT ISHARES TR 0.0%
Value $22,765 Shares 187 Est. Cost $121.74 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $22,603 Shares 89 Est. Cost $253.97 Unrealized
METV LISTED FDS TR 0.0%
Value $22,601 Shares 1,225 Est. Cost $18.45 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $22,552 Shares 218 Est. Cost $103.45 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $22,372 Shares 305 Est. Cost $73.35 Unrealized
WELL WELLTOWER INC 0.0%
Value $22,243 Shares 98 Est. Cost $226.97 Unrealized
FDX FEDEX CORP 0.0%
Value $22,232 Shares 71 Est. Cost $313.13 Unrealized
VOTE TCW ETF TRUST 0.0%
Value $22,219 Shares 252 Est. Cost $88.17 Unrealized
KO COCA COLA CO 0.0%
Value $21,537 Shares 265 Est. Cost $81.27 Unrealized
PSX PHILLIPS 66 0.0%
Value $21,469 Shares 127 Est. Cost $169.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $21,163 Shares 71 Est. Cost $298.07 Unrealized
CRM SALESFORCE INC 0.0%
Value $20,747 Shares 132 Est. Cost $157.17 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $20,639 Shares 65 Est. Cost $317.52 Unrealized
EZU ISHARES INC 0.0%
Value $20,572 Shares 296 Est. Cost $69.50 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $20,557 Shares 256 Est. Cost $80.30 Unrealized
MCK MCKESSON CORP 0.0%
Value $20,401 Shares 27 Est. Cost $755.59 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $20,140 Shares 518 Est. Cost $38.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $19,951 Shares 171 Est. Cost $116.67 Unrealized
XSD SPDR SERIES TRUST 0.0%
Value $18,711 Shares 30 Est. Cost $623.70 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $18,582 Shares 241 Est. Cost $77.10 Unrealized
EMB ISHARES TR 0.0%
Value $18,324 Shares 190 Est. Cost $96.44 Unrealized
TGT TARGET CORP 0.0%
Value $18,285 Shares 140 Est. Cost $130.61 Unrealized
SNDK SANDISK CORP 0.0%
Value $18,190 Shares 8 Est. Cost $2273.75 Unrealized
USL UNITED STS 12 MONTH OIL FD L 0.0%
Value $18,148 Shares 400 Est. Cost $45.37 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value $18,004 Shares 120 Est. Cost $150.03 Unrealized
UNP UNION PAC CORP 0.0%
Value $17,927 Shares 66 Est. Cost $271.62 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $17,904 Shares 486 Est. Cost $36.84 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $17,824 Shares 100 Est. Cost $178.24 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $17,693 Shares 238 Est. Cost $74.34 Unrealized
IXJ ISHARES TR 0.0%
Value $17,118 Shares 174 Est. Cost $98.38 Unrealized
LOW LOWES COS INC 0.0%
Value $16,627 Shares 75 Est. Cost $221.69 Unrealized
SCZ ISHARES TR 0.0%
Value $15,960 Shares 194 Est. Cost $82.27 Unrealized
AAON AAON INC 0.0%
Value $15,604 Shares 123 Est. Cost $126.86 Unrealized
EUFN ISHARES TR 0.0%
Value $15,596 Shares 400 Est. Cost $38.99 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $15,536 Shares 188 Est. Cost $82.64 Unrealized
SO SOUTHERN CO 0.0%
Value $15,122 Shares 158 Est. Cost $95.71 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $14,665 Shares 500 Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $14,574 Shares 323 Est. Cost $45.12 Unrealized
HPQ HP INC 0.0%
Value $14,393 Shares 656 Est. Cost $21.94 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $14,214 Shares 27 Est. Cost $526.44 Unrealized
IXC ISHARES TR 0.0%
Value $13,609 Shares 277 Est. Cost $49.13 Unrealized
BLK BLACKROCK INC 0.0%
Value $13,462 Shares 14 Est. Cost $961.57 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $13,404 Shares 154 Est. Cost $87.04 Unrealized
NU NU HLDGS LTD 0.0%
Value $13,360 Shares 1,000 Est. Cost $13.36 Unrealized
IWD ISHARES TR 0.0%
Value $13,334 Shares 55 Est. Cost $242.44 Unrealized
XYL XYLEM INC 0.0%
Value $12,984 Shares 110 Est. Cost $118.04 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $12,845 Shares 338 Est. Cost $38.00 Unrealized
ECL ECOLAB INC 0.0%
Value $12,816 Shares 46 Est. Cost $278.61 Unrealized
IAI ISHARES TR 0.0%
Value $12,799 Shares 73 Est. Cost $175.33 Unrealized
BB BLACKBERRY LTD 0.0%
Value $12,650 Shares 1,000 Est. Cost $12.65 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $12,557 Shares 51 Est. Cost $246.22 Unrealized
WAB WABTEC 0.0%
Value $12,402 Shares 46 Est. Cost $269.61 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $12,398 Shares 35 Est. Cost $354.23 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $12,377 Shares 25 Est. Cost $495.08 Unrealized
BLACKROCK MUNIYIELD MICH QU 0.0%
Value $12,172 Shares 992 Est. Cost $12.27 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $12,038 Shares 377 Est. Cost $31.93 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $11,988 Shares 9 Est. Cost $1332.00 Unrealized
MS MORGAN STANLEY 0.0%
Value $11,915 Shares 57 Est. Cost $209.04 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $11,831 Shares 87 Est. Cost $135.99 Unrealized
CIB GRUPO CIBEST SA 0.0%
Value $11,676 Shares 147 Est. Cost $79.43 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $11,533 Shares 68 Est. Cost $169.60 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value $11,440 Shares 400 Est. Cost $28.60 Unrealized
IWF ISHARES TR 0.0%
Value $11,424 Shares 92 Est. Cost $124.17 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $10,905 Shares 33 Est. Cost $330.45 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $10,806 Shares 22 Est. Cost $491.18 Unrealized
MDB MONGODB INC 0.0%
Value $10,413 Shares 31 Est. Cost $335.90 Unrealized
HAL HALLIBURTON CO 0.0%
Value $10,355 Shares 305 Est. Cost $33.95 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $10,336 Shares 138 Est. Cost $74.90 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value $10,318 Shares 135 Est. Cost $76.43 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $10,270 Shares 108 Est. Cost $95.09 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $10,247 Shares 142 Est. Cost $72.16 Unrealized
URI UNITED RENTALS INC 0.0%
Value $10,196 Shares 9 Est. Cost $1132.89 Unrealized
DE DEERE & CO 0.0%
Value $10,149 Shares 16 Est. Cost $634.31 Unrealized
AGG ISHARES TR 0.0%
Value $10,096 Shares 102 Est. Cost $98.98 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value $10,057 Shares 361 Est. Cost $27.86 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $9,962 Shares 61 Est. Cost $163.31 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $9,847 Shares 14 Est. Cost $703.36 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value $9,585 Shares 184 Est. Cost $52.09 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value $9,571 Shares 210 Est. Cost $45.58 Unrealized
OKTA OKTA INC 0.0%
Value $9,552 Shares 70 Est. Cost $136.46 Unrealized
PICK ISHARES INC 0.0%
Value $9,362 Shares 161 Est. Cost $58.15 Unrealized
UL UNILEVER PLC 0.0%
Value $9,319 Shares 155 Est. Cost $60.12 Unrealized
SUSA ISHARES TR 0.0%
Value $9,258 Shares 60 Est. Cost $154.30 Unrealized
AX AXOS FINANCIAL INC 0.0%
Value $9,252 Shares 95 Est. Cost $97.39 Unrealized
ZS ZSCALER INC 0.0%
Value $9,175 Shares 65 Est. Cost $141.15 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $9,166 Shares 46 Est. Cost $199.26 Unrealized
CI THE CIGNA GROUP 0.0%
Value $9,097 Shares 33 Est. Cost $275.67 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $9,040 Shares 500 Est. Cost $18.08 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $8,985 Shares 100 Est. Cost $89.85 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $8,721 Shares 21 Est. Cost $415.29 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $8,664 Shares 212 Est. Cost $40.87 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $8,429 Shares 90 Est. Cost $93.66 Unrealized
LIN LINDE PLC 0.0%
Value $8,303 Shares 16 Est. Cost $518.94 Unrealized
QNT QUANTINUUM INC 0.0%
Value $8,174 Shares 100 Est. Cost $81.74 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $7,964 Shares 42 Est. Cost $189.62 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $7,578 Shares 34 Est. Cost $222.88 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $7,560 Shares 1,000 Est. Cost $7.56 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $7,523 Shares 60 Est. Cost $125.38 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $7,285 Shares 255 Est. Cost $28.57 Unrealized
TKR TIMKEN CO 0.0%
Value $7,266 Shares 50 Est. Cost $145.32 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $7,195 Shares 100 Est. Cost $71.95 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value $7,083 Shares 244 Est. Cost $29.03 Unrealized
MAS MASCO CORP 0.0%
Value $7,079 Shares 87 Est. Cost $81.37 Unrealized
T AT&T INC 0.0%
Value $7,059 Shares 341 Est. Cost $20.70 Unrealized
XRT SPDR SERIES TRUST 0.0%
Value $6,931 Shares 79 Est. Cost $87.73 Unrealized
SANM SANMINA CORP 0.0%
Value $6,833 Shares 27 Est. Cost $253.07 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $6,772 Shares 31 Est. Cost $218.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $6,728 Shares 30 Est. Cost $224.27 Unrealized
GM GENERAL MTRS CO 0.0%
Value $6,629 Shares 86 Est. Cost $77.08 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $6,504 Shares 135 Est. Cost $48.18 Unrealized
TWLO TWILIO INC 0.0%
Value $6,396 Shares 31 Est. Cost $206.32 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $6,336 Shares 62 Est. Cost $102.19 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $6,272 Shares 19 Est. Cost $330.11 Unrealized
CPRT COPART INC 0.0%
Value $6,258 Shares 222 Est. Cost $28.19 Unrealized
IYT ISHARES TR 0.0%
Value $6,246 Shares 72 Est. Cost $86.75 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $6,194 Shares 107 Est. Cost $57.89 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $6,095 Shares 85 Est. Cost $71.71 Unrealized
KLAC KLA CORP 0.0%
Value $6,034 Shares 20 Est. Cost $301.70 Unrealized
VIV TELEFONICA BRASIL SA 0.0%
Value $6,014 Shares 457 Est. Cost $13.16 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value $5,980 Shares 151 Est. Cost $39.60 Unrealized
NXT NEXTPOWER INC 0.0%
Value $5,957 Shares 50 Est. Cost $119.14 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $5,883 Shares 106 Est. Cost $55.50 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $5,853 Shares 17 Est. Cost $344.29 Unrealized
IWY ISHARES TR 0.0%
Value $5,812 Shares 20 Est. Cost $290.60 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value $5,781 Shares 85 Est. Cost $68.01 Unrealized
OC OWENS CORNING NEW 0.0%
Value $5,723 Shares 36 Est. Cost $158.97 Unrealized
CMI CUMMINS INC 0.0%
Value $5,706 Shares 8 Est. Cost $713.25 Unrealized
DOV DOVER CORP 0.0%
Value $5,607 Shares 25 Est. Cost $224.28 Unrealized
USRT ISHARES TR 0.0%
Value $5,547 Shares 83 Est. Cost $66.83 Unrealized
RSST TIDAL TRUST II 0.0%
Value $5,525 Shares 169 Est. Cost $32.69 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $5,521 Shares 19 Est. Cost $290.58 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $5,483 Shares 893 Est. Cost $6.14 Unrealized
PNR PENTAIR PLC 0.0%
Value $5,290 Shares 69 Est. Cost $76.67 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $5,285 Shares 35 Est. Cost $151.00 Unrealized
ADSK AUTODESK INC 0.0%
Value $5,249 Shares 27 Est. Cost $194.41 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $5,241 Shares 810 Est. Cost $6.47 Unrealized
RFDI FIRST TR EXCH TRADED FD III 0.0%
Value $5,225 Shares 60 Est. Cost $87.08 Unrealized
USB US BANCORP 0.0%
Value $5,074 Shares 84 Est. Cost $60.40 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value $4,994 Shares 87 Est. Cost $57.40 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $4,879 Shares 13 Est. Cost $375.31 Unrealized
EWJ ISHARES INC 0.0%
Value $4,850 Shares 52 Est. Cost $93.27 Unrealized
QDPL PACER FDS TR 0.0%
Value $4,732 Shares 105 Est. Cost $45.07 Unrealized
IDEV ISHARES TR 0.0%
Value $4,718 Shares 53 Est. Cost $89.02 Unrealized
IHI ISHARES TR 0.0%
Value $4,694 Shares 95 Est. Cost $49.41 Unrealized
BAP CREDICORP LTD 0.0%
Value $4,675 Shares 12 Est. Cost $389.58 Unrealized
HIMX HIMAX TECHNOLOGIES INC 0.0%
Value $4,602 Shares 300 Est. Cost $15.34 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $4,597 Shares 21 Est. Cost $218.90 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value $4,557 Shares 519 Est. Cost $8.78 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value $4,531 Shares 169 Est. Cost $26.81 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $4,501 Shares 27 Est. Cost $166.70 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $4,342 Shares 45 Est. Cost $96.49 Unrealized
NTNX NUTANIX INC 0.0%
Value $4,332 Shares 85 Est. Cost $50.96 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $4,330 Shares 57 Est. Cost $75.96 Unrealized
INTU INTUIT 0.0%
Value $4,272 Shares 16 Est. Cost $267.00 Unrealized
IWP ISHARES TR 0.0%
Value $4,246 Shares 29 Est. Cost $146.41 Unrealized
EQIX EQUINIX INC 0.0%
Value $4,170 Shares 4 Est. Cost $1042.50 Unrealized
MCO MOODYS CORP 0.0%
Value $4,076 Shares 9 Est. Cost $452.89 Unrealized
ETSY ETSY INC 0.0%
Value $4,068 Shares 54 Est. Cost $75.33 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $4,057 Shares 15 Est. Cost $270.47 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $4,042 Shares 54 Est. Cost $74.85 Unrealized
HUBS HUBSPOT INC 0.0%
Value $4,015 Shares 22 Est. Cost $182.50 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value $3,952 Shares 25 Est. Cost $158.08 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $3,939 Shares 13 Est. Cost $303.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $3,934 Shares 14 Est. Cost $281.00 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value $3,761 Shares 77 Est. Cost $48.84 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $3,727 Shares 50 Est. Cost $74.54 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $3,615 Shares 28 Est. Cost $129.11 Unrealized
EFV ISHARES TR 0.0%
Value $3,598 Shares 47 Est. Cost $76.55 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value $3,572 Shares 78 Est. Cost $45.79 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $3,569 Shares 8 Est. Cost $446.13 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $3,539 Shares 15 Est. Cost $235.93 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $3,527 Shares 26 Est. Cost $135.65 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $3,522 Shares 21 Est. Cost $167.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $3,485 Shares 6 Est. Cost $580.83 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.0%
Value $3,485 Shares 32 Est. Cost $108.91 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $3,467 Shares 100 Est. Cost $34.67 Unrealized
HFXI NEW YORK LIFE INVESTMENTS ET 0.0%
Value $3,390 Shares 89 Est. Cost $38.09 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $3,376 Shares 60 Est. Cost $56.27 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value $3,369 Shares 971 Est. Cost $3.47 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $3,284 Shares 26 Est. Cost $126.31 Unrealized
IWR ISHARES TR 0.0%
Value $3,199 Shares 29 Est. Cost $110.31 Unrealized
AZO AUTOZONE INC 0.0%
Value $3,196 Shares 1 Est. Cost $3196.00 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $3,134 Shares 6 Est. Cost $522.33 Unrealized
EBAY EBAY INC. 0.0%
Value $3,129 Shares 28 Est. Cost $111.75 Unrealized
LPL LG DISPLAY CO LTD 0.0%
Value $3,124 Shares 803 Est. Cost $3.89 Unrealized
ESML ISHARES TR 0.0%
Value $3,020 Shares 54 Est. Cost $55.93 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $3,012 Shares 34 Est. Cost $88.59 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $2,994 Shares 33 Est. Cost $90.73 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $2,980 Shares 6 Est. Cost $496.67 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $2,968 Shares 76 Est. Cost $39.05 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $2,895 Shares 3 Est. Cost $965.00 Unrealized
IEI ISHARES TR 0.0%
Value $2,819 Shares 24 Est. Cost $117.46 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $2,817 Shares 66 Est. Cost $42.68 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $2,751 Shares 20 Est. Cost $137.55 Unrealized
PSQO PALMER SQUARE FUNDS TR 0.0%
Value $2,728 Shares 132 Est. Cost $20.67 Unrealized
RELX RELX PLC 0.0%
Value $2,660 Shares 84 Est. Cost $31.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $2,645 Shares 32 Est. Cost $82.66 Unrealized
BCH BANCO DE CHILE 0.0%
Value $2,624 Shares 66 Est. Cost $39.76 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $2,500 Shares 15 Est. Cost $166.67 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $2,479 Shares 30 Est. Cost $82.63 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $2,431 Shares 81 Est. Cost $30.01 Unrealized
AEHR AEHR TEST SYS 0.0%
Value $2,402 Shares 25 Est. Cost $96.08 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $2,390 Shares 10 Est. Cost $239.00 Unrealized
ICSH ISHARES TR 0.0%
Value $2,377 Shares 47 Est. Cost $50.57 Unrealized
BCPC BALCHEM CORP 0.0%
Value $2,365 Shares 14 Est. Cost $168.93 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $2,344 Shares 7 Est. Cost $334.86 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $2,332 Shares 16 Est. Cost $145.75 Unrealized
BCS BARCLAYS PLC 0.0%
Value $2,310 Shares 86 Est. Cost $26.86 Unrealized
WPC WP CAREY INC 0.0%
Value $2,288 Shares 32 Est. Cost $71.50 Unrealized
MMM 3M CO 0.0%
Value $2,267 Shares 14 Est. Cost $161.93 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $2,235 Shares 9 Est. Cost $248.33 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value $2,227 Shares 63 Est. Cost $35.35 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $2,151 Shares 8 Est. Cost $268.88 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value $2,142 Shares 53 Est. Cost $40.42 Unrealized
MFDX PIMCO EQUITY SER 0.0%
Value $2,124 Shares 51 Est. Cost $41.65 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $2,099 Shares 20 Est. Cost $104.95 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value $2,063 Shares 117 Est. Cost $17.63 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value $2,048 Shares 14 Est. Cost $146.29 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value $2,047 Shares 45 Est. Cost $45.49 Unrealized
BNO UNITED STS BRENT OIL FD LP 0.0%
Value $2,035 Shares 50 Est. Cost $40.70 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $1,982 Shares 1 Est. Cost $1982.00 Unrealized
PAYX PAYCHEX INC 0.0%
Value $1,967 Shares 20 Est. Cost $98.35 Unrealized
POOL POOL CORP 0.0%
Value $1,934 Shares 9 Est. Cost $214.89 Unrealized
UBS UBS GROUP AG 0.0%
Value $1,933 Shares 39 Est. Cost $49.56 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value $1,919 Shares 28 Est. Cost $68.54 Unrealized
IFRA ISHARES TR 0.0%
Value $1,891 Shares 30 Est. Cost $63.03 Unrealized
NVS NOVARTIS AG 0.0%
Value $1,881 Shares 12 Est. Cost $156.75 Unrealized
USHY ISHARES TR 0.0%
Value $1,851 Shares 50 Est. Cost $37.02 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $1,784 Shares 37 Est. Cost $48.22 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $1,714 Shares 9 Est. Cost $190.44 Unrealized
QCOM QUALCOMM INC 0.0%
Value $1,663 Shares 9 Est. Cost $184.78 Unrealized
DDOG DATADOG INC 0.0%
Value $1,562 Shares 6 Est. Cost $260.33 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $1,547 Shares 4 Est. Cost $386.75 Unrealized
E ENI SPA 0.0%
Value $1,500 Shares 32 Est. Cost $46.88 Unrealized
PLD PROLOGIS INC. 0.0%
Value $1,490 Shares 11 Est. Cost $135.45 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $1,477 Shares 19 Est. Cost $77.74 Unrealized
NET CLOUDFLARE INC 0.0%
Value $1,472 Shares 6 Est. Cost $245.33 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $1,462 Shares 10 Est. Cost $146.20 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $1,457 Shares 12 Est. Cost $121.42 Unrealized
MTB M & T BK CORP 0.0%
Value $1,428 Shares 6 Est. Cost $238.00 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $1,427 Shares 149 Est. Cost $9.58 Unrealized
BBDO BANCO BRADESCO S A 0.0%
Value $1,413 Shares 471 Est. Cost $3.00 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $1,409 Shares 17 Est. Cost $82.88 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $1,406 Shares 8 Est. Cost $175.75 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $1,382 Shares 1 Est. Cost $1382.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $1,381 Shares 15 Est. Cost $92.07 Unrealized
DHI D R HORTON INC 0.0%
Value $1,303 Shares 8 Est. Cost $162.88 Unrealized
DASH DOORDASH INC 0.0%
Value $1,292 Shares 7 Est. Cost $184.57 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $1,278 Shares 1 Est. Cost $1278.00 Unrealized
VST VISTRA CORP 0.0%
Value $1,269 Shares 8 Est. Cost $158.63 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $1,259 Shares 4 Est. Cost $314.75 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $1,235 Shares 20 Est. Cost $61.75 Unrealized
HAUZ DBX ETF TR 0.0%
Value $1,233 Shares 55 Est. Cost $22.42 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $1,222 Shares 3 Est. Cost $407.33 Unrealized
HDB HDFC BANK LTD 0.0%
Value $1,214 Shares 47 Est. Cost $25.83 Unrealized
SNA SNAP ON INC 0.0%
Value $1,207 Shares 3 Est. Cost $402.33 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $1,206 Shares 7 Est. Cost $172.29 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $1,204 Shares 4 Est. Cost $301.00 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $1,195 Shares 19 Est. Cost $62.89 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $1,192 Shares 3 Est. Cost $397.33 Unrealized
TMFC RBB FD INC 0.0%
Value $1,142 Shares 15 Est. Cost $76.13 Unrealized
RIO RIO TINTO PLC 0.0%
Value $1,139 Shares 12 Est. Cost $94.92 Unrealized
COR CENCORA INC 0.0%
Value $1,132 Shares 4 Est. Cost $283.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1,106 Shares 10 Est. Cost $110.60 Unrealized
PHM PULTE GROUP INC 0.0%
Value $1,098 Shares 8 Est. Cost $137.25 Unrealized
NTRA NATERA INC 0.0%
Value $1,086 Shares 4 Est. Cost $271.50 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $1,077 Shares 6 Est. Cost $179.50 Unrealized
ING ING GROEP N.V. 0.0%
Value $1,067 Shares 34 Est. Cost $31.38 Unrealized
ARMK ARAMARK 0.0%
Value $1,024 Shares 18 Est. Cost $56.89 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $1,019 Shares 2 Est. Cost $509.50 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $1,003 Shares 5 Est. Cost $200.60 Unrealized
CVNA CARVANA CO 0.0%
Value $987 Shares 15 Est. Cost $65.80 Unrealized
CIEN CIENA CORP 0.0%
Value $981 Shares 2 Est. Cost $490.50 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $978 Shares 1 Est. Cost $978.00 Unrealized
AME AMETEK INC 0.0%
Value $968 Shares 4 Est. Cost $242.00 Unrealized
TER TERADYNE INC 0.0%
Value $968 Shares 2 Est. Cost $484.00 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $963 Shares 38 Est. Cost $25.34 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $960 Shares 10 Est. Cost $96.00 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $950 Shares 3 Est. Cost $316.67 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $923 Shares 10 Est. Cost $92.30 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $916 Shares 5 Est. Cost $183.20 Unrealized
CSX CSX CORP 0.0%
Value $903 Shares 19 Est. Cost $47.53 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $902 Shares 2 Est. Cost $451.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $902 Shares 16 Est. Cost $56.38 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $902 Shares 11 Est. Cost $82.00 Unrealized
MKSI MKS INC. 0.0%
Value $890 Shares 2 Est. Cost $445.00 Unrealized
APH AMPHENOL CORP 0.0%
Value $882 Shares 5 Est. Cost $176.40 Unrealized
OKE ONEOK INC NEW 0.0%
Value $869 Shares 10 Est. Cost $86.90 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $851 Shares 9 Est. Cost $94.56 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $843 Shares 5 Est. Cost $168.60 Unrealized
JHX JAMES HARDIE INDS PLC 0.0%
Value $838 Shares 32 Est. Cost $26.19 Unrealized
ROL ROLLINS INC 0.0%
Value $835 Shares 20 Est. Cost $41.75 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $812 Shares 3 Est. Cost $270.67 Unrealized
UNM UNUM GROUP 0.0%
Value $805 Shares 9 Est. Cost $89.44 Unrealized
OFRM ONCE UPON A FARM PBC 0.0%
Value $799 Shares 39 Est. Cost $20.49 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $795 Shares 2 Est. Cost $397.50 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $795 Shares 1 Est. Cost $795.00 Unrealized
HLN HALEON PLC 0.0%
Value $793 Shares 85 Est. Cost $9.33 Unrealized
ATI ATI INC 0.0%
Value $788 Shares 4 Est. Cost $197.00 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value $774 Shares 3 Est. Cost $258.00 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $767 Shares 3 Est. Cost $255.67 Unrealized
SONY SONY GROUP CORP 0.0%
Value $762 Shares 38 Est. Cost $20.05 Unrealized
INSM INSMED INC 0.0%
Value $746 Shares 7 Est. Cost $106.57 Unrealized
SRE SEMPRA 0.0%
Value $742 Shares 8 Est. Cost $92.75 Unrealized
DXCM DEXCOM INC 0.0%
Value $741 Shares 11 Est. Cost $67.36 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $726 Shares 6 Est. Cost $121.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $713 Shares 3 Est. Cost $237.67 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $704 Shares 9 Est. Cost $78.22 Unrealized
RDDT REDDIT INC 0.0%
Value $694 Shares 4 Est. Cost $173.50 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $689 Shares 6 Est. Cost $114.83 Unrealized
APA APA CORPORATION 0.0%
Value $684 Shares 21 Est. Cost $32.57 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $679 Shares 7 Est. Cost $97.00 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value $671 Shares 6 Est. Cost $111.83 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $667 Shares 1 Est. Cost $667.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $622 Shares 20 Est. Cost $31.10 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $612 Shares 18 Est. Cost $34.00 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $610 Shares 6 Est. Cost $101.67 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $608 Shares 4 Est. Cost $152.00 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $602 Shares 6 Est. Cost $100.33 Unrealized
ITT ITT INC 0.0%
Value $593 Shares 3 Est. Cost $197.67 Unrealized
QGEN QIAGEN NV 0.0%
Value $587 Shares 15 Est. Cost $39.13 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $583 Shares 12 Est. Cost $48.58 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $581 Shares 6 Est. Cost $96.83 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $573 Shares 13 Est. Cost $44.08 Unrealized
LII LENNOX INTL INC 0.0%
Value $573 Shares 1 Est. Cost $573.00 Unrealized
FN FABRINET 0.0%
Value $562 Shares 1 Est. Cost $562.00 Unrealized
MSCI MSCI INC 0.0%
Value $560 Shares 1 Est. Cost $560.00 Unrealized
REG REGENCY CTRS CORP 0.0%
Value $558 Shares 7 Est. Cost $79.71 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value $549 Shares 7 Est. Cost $78.43 Unrealized
LEN LENNAR CORP 0.0%
Value $543 Shares 6 Est. Cost $90.50 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $539 Shares 4 Est. Cost $134.75 Unrealized
IVZ INVESCO LTD 0.0%
Value $528 Shares 20 Est. Cost $26.40 Unrealized
ALKS ALKERMES PLC 0.0%
Value $524 Shares 10 Est. Cost $52.40 Unrealized
GAP GAP INC 0.0%
Value $523 Shares 28 Est. Cost $18.68 Unrealized
EOG EOG RES INC 0.0%
Value $519 Shares 4 Est. Cost $129.75 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value $519 Shares 3 Est. Cost $173.00 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $518 Shares 8 Est. Cost $64.75 Unrealized
APP APPLOVIN CORP 0.0%
Value $515 Shares 1 Est. Cost $515.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $509 Shares 2 Est. Cost $254.50 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $505 Shares 3 Est. Cost $168.33 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $498 Shares 10 Est. Cost $49.80 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $491 Shares 3 Est. Cost $163.67 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $485 Shares 2 Est. Cost $242.50 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $467 Shares 4 Est. Cost $116.75 Unrealized
BXP BXP INC 0.0%
Value $464 Shares 7 Est. Cost $66.29 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $459 Shares 2 Est. Cost $229.50 Unrealized
FROG JFROG LTD 0.0%
Value $454 Shares 5 Est. Cost $90.80 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $452 Shares 5 Est. Cost $90.40 Unrealized
EXP EAGLE MATLS INC 0.0%
Value $450 Shares 2 Est. Cost $225.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $447 Shares 2 Est. Cost $223.50 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $446 Shares 3 Est. Cost $148.67 Unrealized
KR KROGER CO 0.0%
Value $444 Shares 8 Est. Cost $55.50 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $443 Shares 14 Est. Cost $31.64 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $438 Shares 3 Est. Cost $146.00 Unrealized
GTX GARRETT MOTION INC 0.0%
Value $435 Shares 12 Est. Cost $36.25 Unrealized
ZTS ZOETIS INC 0.0%
Value $431 Shares 6 Est. Cost $71.83 Unrealized
ONON ON HLDG AG 0.0%
Value $425 Shares 12 Est. Cost $35.42 Unrealized
MET METLIFE INC 0.0%
Value $423 Shares 5 Est. Cost $84.60 Unrealized
MTZ MASTEC INC 0.0%
Value $416 Shares 1 Est. Cost $416.00 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $413 Shares 3 Est. Cost $137.67 Unrealized
FLUT FLUTTER ENTMT PLC 0.0%
Value $409 Shares 4 Est. Cost $102.25 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value $399 Shares 4 Est. Cost $99.75 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $398 Shares 3 Est. Cost $132.67 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $398 Shares 3 Est. Cost $132.67 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $398 Shares 3 Est. Cost $132.67 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $397 Shares 16 Est. Cost $24.81 Unrealized
IWO ISHARES TR 0.0%
Value $394 Shares 1 Est. Cost $394.00 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $393 Shares 16 Est. Cost $24.56 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $390 Shares 1 Est. Cost $390.00 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $389 Shares 2 Est. Cost $194.50 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $384 Shares 4 Est. Cost $96.00 Unrealized
RBLX ROBLOX CORP 0.0%
Value $381 Shares 7 Est. Cost $54.43 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $380 Shares 5 Est. Cost $76.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $373 Shares 3 Est. Cost $124.33 Unrealized
NUVL NUVALENT INC 0.0%
Value $371 Shares 3 Est. Cost $123.67 Unrealized
CSL CARLISLE COS INC 0.0%
Value $363 Shares 1 Est. Cost $363.00 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $359 Shares 2 Est. Cost $179.50 Unrealized
HEI HEICO CORP NEW 0.0%
Value $356 Shares 1 Est. Cost $356.00 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $355 Shares 2 Est. Cost $177.50 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $351 Shares 14 Est. Cost $25.07 Unrealized
INCY INCYTE CORP 0.0%
Value $340 Shares 3 Est. Cost $113.33 Unrealized
AON AON PLC 0.0%
Value $332 Shares 1 Est. Cost $332.00 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $332 Shares 5 Est. Cost $66.40 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value $331 Shares 12 Est. Cost $27.58 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $326 Shares 2 Est. Cost $163.00 Unrealized
MOS MOSAIC CO 0.0%
Value $318 Shares 15 Est. Cost $21.20 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $318 Shares 1 Est. Cost $318.00 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value $317 Shares 4 Est. Cost $79.25 Unrealized
PEN PENUMBRA INC 0.0%
Value $316 Shares 1 Est. Cost $316.00 Unrealized
THO THOR INDS INC 0.0%
Value $301 Shares 4 Est. Cost $75.25 Unrealized
RKT ROCKET COS INC 0.0%
Value $299 Shares 19 Est. Cost $15.74 Unrealized
ESAB ESAB CORPORATION 0.0%
Value $296 Shares 3 Est. Cost $98.67 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $295 Shares 1 Est. Cost $295.00 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $291 Shares 3 Est. Cost $97.00 Unrealized
FAST FASTENAL CO 0.0%
Value $288 Shares 6 Est. Cost $48.00 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $282 Shares 1 Est. Cost $282.00 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $280 Shares 1 Est. Cost $280.00 Unrealized
TXT TEXTRON INC 0.0%
Value $275 Shares 3 Est. Cost $91.67 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $274 Shares 2 Est. Cost $137.00 Unrealized
TRGP TARGA RES CORP 0.0%
Value $268 Shares 1 Est. Cost $268.00 Unrealized
VTR VENTAS INC 0.0%
Value $266 Shares 3 Est. Cost $88.67 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $263 Shares 2 Est. Cost $131.50 Unrealized
VRSN VERISIGN INC 0.0%
Value $252 Shares 1 Est. Cost $252.00 Unrealized
RBRK RUBRIK INC. 0.0%
Value $241 Shares 3 Est. Cost $80.33 Unrealized
GRMN GARMIN LTD 0.0%
Value $238 Shares 1 Est. Cost $238.00 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $237 Shares 1 Est. Cost $237.00 Unrealized
NDAQ NASDAQ INC 0.0%
Value $236 Shares 3 Est. Cost $78.67 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $230 Shares 2 Est. Cost $115.00 Unrealized
AEE AMEREN CORP 0.0%
Value $226 Shares 2 Est. Cost $113.00 Unrealized
PVH PVH CORPORATION 0.0%
Value $223 Shares 3 Est. Cost $74.33 Unrealized
RYTM RHYTHM PHARMACEUTICALS INC 0.0%
Value $222 Shares 2 Est. Cost $111.00 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value $208 Shares 9 Est. Cost $23.11 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $206 Shares 1 Est. Cost $206.00 Unrealized
ADBE ADOBE INC 0.0%
Value $205 Shares 1 Est. Cost $205.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $205 Shares 1 Est. Cost $205.00 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $202 Shares 1 Est. Cost $202.00 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $193 Shares 1 Est. Cost $193.00 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $191 Shares 4 Est. Cost $47.75 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $188 Shares 1 Est. Cost $188.00 Unrealized
NOV NOV INC 0.0%
Value $186 Shares 10 Est. Cost $18.60 Unrealized
GL GLOBE LIFE INC 0.0%
Value $179 Shares 1 Est. Cost $179.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $174 Shares 1 Est. Cost $174.00 Unrealized
WING WINGSTOP INC 0.0%
Value $173 Shares 1 Est. Cost $173.00 Unrealized
PCG PG&E CORP 0.0%
Value $168 Shares 10 Est. Cost $16.80 Unrealized
NKE NIKE INC 0.0%
Value $164 Shares 4 Est. Cost $41.00 Unrealized
EQT EQT CORP 0.0%
Value $160 Shares 3 Est. Cost $53.33 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $146 Shares 2 Est. Cost $73.00 Unrealized
IRON DISC MEDICINE INC 0.0%
Value $146 Shares 2 Est. Cost $73.00 Unrealized
QURE UNIQURE NV 0.0%
Value $138 Shares 3 Est. Cost $46.00 Unrealized
APTV APTIV PLC 0.0%
Value $123 Shares 2 Est. Cost $61.50 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $122 Shares 3 Est. Cost $40.67 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $111 Shares 1 Est. Cost $111.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $105 Shares 2 Est. Cost $52.50 Unrealized
IQ IQIYI INC 0.0%
Value $104 Shares 100 Est. Cost $1.04 Unrealized
PLNT PLANET FITNESS MASTER ISSUER 0.0%
Value $104 Shares 2 Est. Cost $52.00 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $103 Shares 4 Est. Cost $25.75 Unrealized
CRWV COREWEAVE INC 0.0%
Value $100 Shares 1 Est. Cost $100.00 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $97 Shares 2 Est. Cost $48.50 Unrealized
VLTO VERALTO CORP 0.0%
Value $89 Shares 1 Est. Cost $89.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $83 Shares 2 Est. Cost $41.50 Unrealized
ASIX ADVANSIX INC 0.0%
Value $80 Shares 4 Est. Cost $20.00 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value $76 Shares 1 Est. Cost $76.00 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $72 Shares 1 Est. Cost $72.00 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $53 Shares 2 Est. Cost $26.50 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $52 Shares 3 Est. Cost $17.33 Unrealized
CPNG COUPANG INC 0.0%
Value $52 Shares 3 Est. Cost $17.33 Unrealized
WCLD WISDOMTREE TR 0.0%
Value $32 Shares 1 Est. Cost $32.00 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value $16 Shares 5 Est. Cost $3.20 Unrealized
VTRS VIATRIS INC 0.0%
Value $16 Shares 1 Est. Cost $16.00 Unrealized
CNDT CONDUENT INC 0.0%
Value $6 Shares 4 Est. Cost $1.50 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value $6 Shares 1 Est. Cost $6.00 Unrealized
XRXDW XEROX HOLDINGS CORP 0.0%
Value $1 Shares 2 Est. Cost $0.50 Unrealized

Increased Positions (13)

Exited Positions (2)

Decreased Positions (19)

SCHX SCHWAB STRATEGIC TR 7.3%
Value $16.35M (-11.5%) Shares 555,541 (-15.9%) Est. Cost $26.66 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 2.4%
Value $5.396M (-18.1%) Shares 91,481 (-17.4%) Est. Cost $59.91 Unrealized
SCHM SCHWAB STRATEGIC TR 2.6%
Value $5.892M (-8.9%) Shares 159,804 (-17.9%) Est. Cost $31.67 Unrealized
SGOV ISHARES TR 0.1%
Value $121K (-74.0%) Shares 1,202 (-74.0%) Est. Cost $100.65 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $23,763 (-92.4%) Shares 14 (-92.0%) Est. Cost $2066.46 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value $3.483M (-4.6%) Shares 96,403 (-15.7%) Est. Cost $29.86 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $193K (-44.7%) Shares 2,631 (-44.5%) Est. Cost $73.66 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $373K (-23.9%) Shares 1,001 (-13.1%) Est. Cost $496.57 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value $3.382M (+3.4%) Shares 4,924 (-1.7%) Est. Cost $626.97 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $128K (-38.7%) Shares 1,327 (-5.1%) Est. Cost $149.13 Unrealized
GOOG ALPHABET INC 0.3%
Value $590K (-11.7%) Shares 1,671 (-13.1%) Est. Cost $310.52 Unrealized
SPSM SPDR SERIES TRUST 0.4%
Value $947K (+7.9%) Shares 16,427 (-1.3%) Est. Cost $50.00 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value $2.473M (+2.1%) Shares 34,709 (-3.0%) Est. Cost $66.60 Unrealized
GOVT ISHARES TR 0.3%
Value $624K (-2.6%) Shares 27,389 (-2.2%) Est. Cost $23.03 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $219K (-6.7%) Shares 4,338 (-7.1%) Est. Cost $50.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $1.091M (+1.4%) Shares 18,282 (-1.3%) Est. Cost $56.62 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value $427K (+3.2%) Shares 1,734 (-6.5%) Est. Cost $210.99 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value $290K (-0.7%) Shares 4,310 (-1.2%) Est. Cost $67.48 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value $293K (-0.1%) Shares 12,375 (-2.6%) Est. Cost $21.84 Unrealized

Unchanged Positions (43)

VV VANGUARD INDEX FDS 4.8%
Value $10.78M Shares 31,347 Est. Cost $310.99 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value $544K Shares 2,000 Est. Cost $131.33 Unrealized
VO VANGUARD INDEX FDS 1.6%
Value $3.534M Shares 43,857 Est. Cost $120.40 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value $1.875M Shares 6,187 Est. Cost $271.12 Unrealized
IVV ISHARES TR 1.1%
Value $2.503M Shares 3,343 Est. Cost $679.88 Unrealized
SCHG SCHWAB STRATEGIC TR 1.6%
Value $3.598M Shares 106,320 Est. Cost $32.63 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $2.576M Shares 12,875 Est. Cost $186.17 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value $1.319M Shares 6,053 Est. Cost $203.30 Unrealized
ITOT ISHARES TR 0.5%
Value $1.035M Shares 6,298 Est. Cost $147.78 Unrealized
TSLA TESLA INC 0.2%
Value $464K Shares 1,104 Est. Cost $425.98 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $438K Shares 595 Est. Cost $598.01 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value $892K Shares 2,633 Est. Cost $306.55 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $293K Shares 2,447 Est. Cost $270.89 Unrealized
FISV FISERV INC 0.1%
Value $162K Shares 3,309 Est. Cost $63.95 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value $755K Shares 3,106 Est. Cost $226.41 Unrealized
AAPL APPLE INC 0.3%
Value $611K Shares 2,113 Est. Cost $267.29 Unrealized
IJR ISHARES TR 0.2%
Value $445K Shares 3,003 Est. Cost $128.18 Unrealized
IJH ISHARES TR 0.2%
Value $545K Shares 7,074 Est. Cost $69.40 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value $249K Shares 15,685 Est. Cost $18.01 Unrealized
AMZN AMAZON COM INC 0.2%
Value $369K Shares 1,547 Est. Cost $228.39 Unrealized
IWM ISHARES TR 0.2%
Value $356K Shares 1,186 Est. Cost $256.44 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value $501K Shares 3,786 Est. Cost $118.15 Unrealized
IEMG ISHARES INC 0.2%
Value $396K Shares 4,779 Est. Cost $71.84 Unrealized
FNDF SCHWAB STRATEGIC TR 0.3%
Value $724K Shares 13,720 Est. Cost $48.96 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $422K Shares 566 Est. Cost $682.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $225K Shares 223 Est. Cost $813.35 Unrealized
EEM ISHARES TR 0.1%
Value $224K Shares 3,278 Est. Cost $62.69 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $286K Shares 306 Est. Cost $963.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $391K Shares 1,654 Est. Cost $224.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $393K Shares 786 Est. Cost $496.20 Unrealized
GOOGL ALPHABET INC 0.3%
Value $619K Shares 1,732 Est. Cost $303.62 Unrealized
IEFA ISHARES TR 0.2%
Value $482K Shares 4,989 Est. Cost $93.66 Unrealized
EFA ISHARES TR 0.2%
Value $398K Shares 3,831 Est. Cost $100.38 Unrealized
BALL BALL CORP 0.3%
Value $578K Shares 9,265 Est. Cost $49.09 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value $315K Shares 8,692 Est. Cost $34.18 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value $402K Shares 15,174 Est. Cost $26.65 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $329K Shares 1,047 Est. Cost $288.62 Unrealized
SPTS SPDR SERIES TRUST 0.4%
Value $952K Shares 32,799 Est. Cost $29.27 Unrealized
MUB ISHARES TR 0.3%
Value $685K Shares 6,362 Est. Cost $107.44 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $567K Shares 17,896 Est. Cost $30.98 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value $529K Shares 22,873 Est. Cost $23.40 Unrealized
IGSB ISHARES TR 0.2%
Value $356K Shares 6,791 Est. Cost $52.98 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $370K Shares 4,677 Est. Cost $79.87 Unrealized