Moisand Fitzgerald Tamayo, LLC Diversified Active

CIK: 0001649107 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 2, 2021

Total Value ($000): $221,861 (100.0% shares, 0.0% debt)

Holdings (374)

VOO VANGUARD INDEX FDS 8.8%
Value ($000) $19,556 Shares 56,901 Est. Cost $188.50 Unrealized
SCHM SCHWAB STRATEGIC TR 7.8%
Value ($000) $17,334 Shares 254,234 Est. Cost $41.99 Unrealized
IVV ISHARES TR 7.2%
Value ($000) $15,913 Shares 42,390 Est. Cost $217.97 Unrealized
SPYM SPDR SER TR 6.4%
Value ($000) $14,205 Shares 323,138 Est. Cost $31.46 Unrealized
SCHF SCHWAB STRATEGIC TR 6.0%
Value ($000) $13,367 Shares 371,214 Est. Cost $28.57 Unrealized
SCHH SCHWAB STRATEGIC TR 5.6%
Value ($000) $12,474 Shares 328,525 Est. Cost $38.56 Unrealized
SCHV SCHWAB STRATEGIC TR 4.1%
Value ($000) $9,011 Shares 151,364 Est. Cost $45.52 Unrealized
SLYV SPDR SER TR 3.4%
Value ($000) $7,537 Shares 113,874 Est. Cost $68.55 Unrealized
SCHO SCHWAB STRATEGIC TR 3.3%
Value ($000) $7,336 Shares 142,754 Est. Cost $50.74 Unrealized
SCHR SCHWAB STRATEGIC TR 3.2%
Value ($000) $7,142 Shares 122,672 Est. Cost $54.88 Unrealized
SCHA SCHWAB STRATEGIC TR 3.1%
Value ($000) $6,840 Shares 76,850 Est. Cost $53.10 Unrealized
SPMD SPDR SER TR 2.4%
Value ($000) $5,279 Shares 130,679 Est. Cost $31.45 Unrealized
SCHC SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,531 Shares 120,341 Est. Cost $29.26 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $3,932 Shares 20,203 Est. Cost $104.31 Unrealized
USRT ISHARES TR 1.7%
Value ($000) $3,814 Shares 78,786 Est. Cost $44.48 Unrealized
SPDW SPDR INDEX SHS FDS 1.7%
Value ($000) $3,802 Shares 112,638 Est. Cost $29.85 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $3,778 Shares 64,731 Est. Cost $43.40 Unrealized
IWB ISHARES TR 1.7%
Value ($000) $3,685 Shares 17,393 Est. Cost $113.31 Unrealized
AVUV AMERICAN CENTY ETF TR 1.5%
Value ($000) $3,416 Shares 60,103 Est. Cost $44.52 Unrealized
VTV VANGUARD INDEX FDS 1.5%
Value ($000) $3,367 Shares 28,307 Est. Cost $93.33 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $2,957 Shares 14,299 Est. Cost $129.67 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $2,770 Shares 14,231 Est. Cost $118.26 Unrealized
SPYV SPDR SER TR 1.1%
Value ($000) $2,404 Shares 69,894 Est. Cost $28.65 Unrealized
SPTS SPDR SER TR 1.0%
Value ($000) $2,283 Shares 74,355 Est. Cost $30.01 Unrealized
SPTI SPDR SER TR 1.0%
Value ($000) $2,208 Shares 66,789 Est. Cost $41.70 Unrealized
IWC ISHARES TR 0.7%
Value ($000) $1,619 Shares 13,648 Est. Cost $72.11 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $1,596 Shares 12,466 Est. Cost $89.42 Unrealized
SPSM SPDR SER TR 0.7%
Value ($000) $1,584 Shares 44,251 Est. Cost $26.81 Unrealized
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,482 Shares 16,292 Est. Cost $49.75 Unrealized
IWV ISHARES TR 0.6%
Value ($000) $1,371 Shares 6,135 Est. Cost $120.34 Unrealized
MMM 3M CO 0.6%
Value ($000) $1,315 Shares 7,525 Est. Cost $131.07 Unrealized -10.3%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $1,195 Shares 8,404 Est. Cost $104.01 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,178 Shares 8,878 Est. Cost $83.85 Unrealized +39.5%
GWX SPDR INDEX SHS FDS 0.5%
Value ($000) $1,175 Shares 33,169 Est. Cost $32.22 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,166 Shares 6,438 Est. Cost $101.91 Unrealized +37.6%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,126 Shares 13,258 Est. Cost $79.19 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $1,018 Shares 5,191 Est. Cost $113.80 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $908 Shares 4,805 Est. Cost $164.96 Unrealized -0.1%
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $900 Shares 10,852 Est. Cost $80.76 Unrealized
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $879 Shares 9,553 Est. Cost $47.68 Unrealized +72.1%
HD HOME DEPOT INC 0.4%
Value ($000) $841 Shares 3,166 Est. Cost $101.52 Unrealized +138.8%
IJH ISHARES TR 0.4%
Value ($000) $830 Shares 3,610 Est. Cost $139.30 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $798 Shares 8,684 Est. Cost $90.09 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $797 Shares 3,581 Est. Cost $63.26 Unrealized +225.7%
AVDV AMERICAN CENTY ETF TR 0.4%
Value ($000) $782 Shares 13,700 Est. Cost $48.17 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $779 Shares 10,093 Est. Cost $54.04 Unrealized +21.5%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $714 Shares 4,062 Est. Cost $93.53 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $685 Shares 5,624 Est. Cost $93.85 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $684 Shares 9,377 Est. Cost $58.72 Unrealized
AVDE AMERICAN CENTY ETF TR 0.3%
Value ($000) $676 Shares 11,818 Est. Cost $50.54 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $629 Shares 3,994 Est. Cost $86.37 Unrealized +47.7%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $625 Shares 6,729 Est. Cost $87.52 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $550 Shares 8,048 Est. Cost $49.92 Unrealized
T AT&T INC 0.2%
Value ($000) $550 Shares 19,122 Est. Cost $15.26 Unrealized +0.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $510 Shares 1,365 Est. Cost $215.54 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $469 Shares 8,554 Est. Cost $32.47 Unrealized +36.3%
RWR SPDR SER TR 0.2%
Value ($000) $442 Shares 5,094 Est. Cost $91.73 Unrealized
FARO TECHNOLOGIES INC 0.2%
Value ($000) $424 Shares 6,000 Est. Cost $29.55 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $382 Shares 3,235 Est. Cost $107.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $380 Shares 1,637 Est. Cost $197.33 Unrealized +11.6%
DLN WISDOMTREE TR 0.1%
Value ($000) $304 Shares 2,832 Est. Cost $70.97 Unrealized
DE DEERE & CO 0.1%
Value ($000) $298 Shares 1,108 Est. Cost $108.55 Unrealized +113.8%
PFE PFIZER INC 0.1%
Value ($000) $297 Shares 8,059 Est. Cost $22.67 Unrealized +26.3%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $296 Shares 3,255 Est. Cost $63.32 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $292 Shares 2,419 Est. Cost $76.64 Unrealized +35.5%
MUB ISHARES TR 0.1%
Value ($000) $292 Shares 2,494 Est. Cost $110.70 Unrealized
WMT WALMART INC 0.1%
Value ($000) $276 Shares 1,914 Est. Cost $22.90 Unrealized +97.5%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $272 Shares 4,404 Est. Cost $41.85 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $260 Shares 972 Est. Cost $161.64 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $258 Shares 1,957 Est. Cost $91.93 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $242 Shares 2,173 Est. Cost $61.77 Unrealized +58.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $242 Shares 1,627 Est. Cost $63.28 Unrealized +68.3%
IVW ISHARES TR 0.1%
Value ($000) $235 Shares 3,684 Est. Cost $83.76 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $217 Shares 4,590 Est. Cost $46.57 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $206 Shares 1,721 Est. Cost $119.70 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $206 Shares 2,483 Est. Cost $61.57 Unrealized -2.0%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $200 Shares 3,178 Est. Cost $56.59 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $195 Shares 6,287 Est. Cost $31.19 Unrealized -7.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $174 Shares 1,459 Est. Cost $67.85 Unrealized +34.8%
IJS ISHARES TR 0.1%
Value ($000) $173 Shares 2,126 Est. Cost $97.13 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $167 Shares 712 Est. Cost $99.87 Unrealized +107.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $152 Shares 498 Est. Cost $182.38 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $151 Shares 636 Est. Cost $122.67 Unrealized +66.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $147 Shares 483 Est. Cost $245.69 Unrealized +14.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $145 Shares 677 Est. Cost $134.97 Unrealized +43.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $136 Shares 3,400 Est. Cost $84.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $132 Shares 3,197 Est. Cost $48.54 Unrealized -37.5%
IWD ISHARES TR 0.1%
Value ($000) $131 Shares 955 Est. Cost $119.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $127 Shares 357 Est. Cost $243.03 Unrealized +31.2%
VFC V F CORP 0.1%
Value ($000) $121 Shares 1,415 Est. Cost $65.66 Unrealized +21.7%
EFG ISHARES TR 0.1%
Value ($000) $121 Shares 1,199 Est. Cost $77.17 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.1%
Value ($000) $112 Shares 7,063 Est. Cost $13.66 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $105 Shares 1,948 Est. Cost $77.21 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $103 Shares 2,517 Est. Cost $27.90 Unrealized -4.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $101 Shares 1,346 Est. Cost $88.67 Unrealized -22.7%
BA BOEING CO 0.0%
Value ($000) $100 Shares 465 Est. Cost $249.92 Unrealized -23.1%
PEP PEPSICO INC 0.0%
Value ($000) $100 Shares 677 Est. Cost $89.81 Unrealized +35.0%
META FACEBOOK INC 0.0%
Value ($000) $98 Shares 359 Est. Cost $172.74 Unrealized +57.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $97 Shares 1,653 Est. Cost $44.01 Unrealized +13.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $97 Shares 1,556 Est. Cost $45.80 Unrealized +9.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $92 Shares 1,762 Est. Cost $33.38 Unrealized +24.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $88 Shares 619 Est. Cost $78.20 Unrealized +63.0%
DES WISDOMTREE TR 0.0%
Value ($000) $86 Shares 3,249 Est. Cost $47.30 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $86 Shares 122 Est. Cost $118.07 Unrealized +44.5%
PFF ISHARES TR 0.0%
Value ($000) $85 Shares 2,203 Est. Cost $37.86 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $84 Shares 1,013 Est. Cost $76.54 Unrealized -5.9%
SPTM SPDR SER TR 0.0%
Value ($000) $83 Shares 1,801 Est. Cost $32.71 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $81 Shares 1,618 Est. Cost $42.20 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $78 Shares 912 Est. Cost $101.43 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $77 Shares 1,063 Est. Cost $48.10 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $76 Shares 305 Est. Cost $195.00 Unrealized +10.0%
NEUBERGER BERMAN MUN FD INC 0.0%
Value ($000) $75 Shares 4,956 Est. Cost $15.34 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $70 Shares 4,377 Est. Cost $4.66 Unrealized +92.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $69 Shares 336 Est. Cost $147.58 Unrealized +22.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $67 Shares 410 Est. Cost $67.56 Unrealized +99.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $67 Shares 792 Est. Cost $66.94 Unrealized -2.9%
TWITTER INC 0.0%
Value ($000) $65 Shares 1,205 Est. Cost $18.52 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $62 Shares 19 Est. Cost $120.78 Unrealized +32.1%
CSX CSX CORP 0.0%
Value ($000) $62 Shares 682 Est. Cost $18.33 Unrealized +46.3%
TIP ISHARES TR 0.0%
Value ($000) $61 Shares 474 Est. Cost $112.95 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $60 Shares 1,013 Est. Cost $40.71 Unrealized +24.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $58 Shares 2,981 Est. Cost $26.06 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $56 Shares 777 Est. Cost $70.81 Unrealized -8.8%
NKE NIKE INC 0.0%
Value ($000) $56 Shares 394 Est. Cost $68.08 Unrealized +81.0%
DSI ISHARES TR 0.0%
Value ($000) $55 Shares 764 Est. Cost $82.77 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $53 Shares 462 Est. Cost $164.92 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $53 Shares 400 Est. Cost $96.02 Unrealized +14.7%
UNP UNION PAC CORP 0.0%
Value ($000) $52 Shares 250 Est. Cost $116.96 Unrealized +52.2%
BIDU BAIDU INC 0.0%
Value ($000) $52 Shares 240 Est. Cost $248.00 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $51 Shares 4,692 Est. Cost $6.54 Unrealized +22.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $49 Shares 28 Est. Cost $54.80 Unrealized +52.4%
IMCG ISHARES TR 0.0%
Value ($000) $49 Shares 129 Est. Cost $186.05 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $47 Shares 757 Est. Cost $40.54 Unrealized +22.2%
IXUS ISHARES TR 0.0%
Value ($000) $44 Shares 659 Est. Cost $57.72 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $44 Shares 242 Est. Cost $119.72 Unrealized +28.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $44 Shares 208 Est. Cost $108.63 Unrealized +50.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $43 Shares 120 Est. Cost $22.77 Unrealized +105.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $40 Shares 416 Est. Cost $47.50 Unrealized +11.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $39 Shares 74 Est. Cost $5.75 Unrealized +132.3%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 674 Est. Cost $52.45 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $37 Shares 21 Est. Cost $49.62 Unrealized +68.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $37 Shares 97 Est. Cost $177.44 Unrealized +95.8%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $36 Shares 837 Est. Cost $71.16 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $35 Shares 778 Est. Cost $30.02 Unrealized +17.5%
TEKLA HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $33 Shares 1,615 Est. Cost $18.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $32 Shares 254 Est. Cost $96.79 Unrealized -3.5%
CANOPY GROWTH CORP 0.0%
Value ($000) $30 Shares 1,236 Est. Cost $29.56 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 470 Est. Cost $61.67 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $29 Shares 1,657 Est. Cost $15.09 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $29 Shares 530 Est. Cost $33.12 Unrealized +51.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $29 Shares 254 Est. Cost $87.54 Unrealized +12.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $28 Shares 1,300 Est. Cost $37.27 Unrealized -52.3%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $27 Shares 493 Est. Cost $53.86 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $27 Shares 166 Est. Cost $80.16 Unrealized +84.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $26 Shares 387 Est. Cost $62.02 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $25 Shares 741 Est. Cost $38.25 Unrealized
PK PARK HOTELS RESORTS INC 0.0%
Value ($000) $24 Shares 1,410 Est. Cost $27.66 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $24 Shares 950 Est. Cost $36.75 Unrealized -39.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 350 Est. Cost $54.29 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $24 Shares 2,581 Est. Cost $9.69 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $23 Shares 825 Est. Cost $23.61 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $23 Shares 229 Est. Cost $54.07 Unrealized +63.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $23 Shares 161 Est. Cost $118.01 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $22 Shares 531 Est. Cost $21.44 Unrealized +14.8%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $22 Shares 729 Est. Cost $24.43 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $22 Shares 717 Est. Cost $22.74 Unrealized +4.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 713 Est. Cost $30.86 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 745 Est. Cost $28.19 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $21 Shares 2,115 Est. Cost $11.52 Unrealized -24.5%
VAC MARRIOTT VACTINS WORLDWID CO 0.0%
Value ($000) $21 Shares 154 Est. Cost $115.11 Unrealized +2.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $20 Shares 160 Est. Cost $76.21 Unrealized +28.8%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $20 Shares 481 Est. Cost $41.85 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $20 Shares 429 Est. Cost $42.35 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $20 Shares 1,067 Est. Cost $13.33 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $20 Shares 203 Est. Cost $98.52 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 644 Est. Cost $29.50 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 538 Est. Cost $21.41 Unrealized +19.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $18 Shares 240 Est. Cost $53.66 Unrealized +18.2%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 401 Est. Cost $44.89 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 264 Est. Cost $56.82 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $17 Shares 346 Est. Cost $34.40 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $17 Shares 302 Est. Cost $44.48 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 377 Est. Cost $42.44 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $16 Shares 306 Est. Cost $49.02 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $46.68 Unrealized +38.9%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $15 Shares 466 Est. Cost $28.09 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $15 Shares 402 Est. Cost $39.72 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $15 Shares 415 Est. Cost $47.86 Unrealized -28.3%
IWS ISHARES TR 0.0%
Value ($000) $15 Shares 156 Est. Cost $83.33 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $14 Shares 1,058 Est. Cost $7.71 Unrealized +26.5%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $175.96 Unrealized -19.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $13 Shares 318 Est. Cost $32.37 Unrealized +9.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 114 Est. Cost $66.33 Unrealized +28.4%
SHY ISHARES TR 0.0%
Value ($000) $12 Shares 143 Est. Cost $80.91 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $12 Shares 87 Est. Cost $135.89 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $12 Shares 188 Est. Cost $53.19 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 89 Est. Cost $134.83 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $12 Shares 151 Est. Cost $62.10 Unrealized -9.3%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 272 Est. Cost $44.12 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $12 Shares 1,150 Est. Cost $23.66 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $12 Shares 80 Est. Cost $91.06 Unrealized +38.3%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $12 Shares 217 Est. Cost $52.64 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $11 Shares 30 Est. Cost $126.35 Unrealized +155.9%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.00 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $11 Shares 1,304 Est. Cost $13.04 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $11 Shares 707 Est. Cost $17.56 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $11 Shares 238 Est. Cost $34.95 Unrealized +4.0%
ABBV ABBVIE INC 0.0%
Value ($000) $11 Shares 102 Est. Cost $69.89 Unrealized +13.0%
ABT ABBOTT LABS 0.0%
Value ($000) $11 Shares 102 Est. Cost $79.53 Unrealized +24.8%
V VISA INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $130.08 Unrealized +51.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 272 Est. Cost $31.21 Unrealized -1.5%
IUSG ISHARES TR 0.0%
Value ($000) $11 Shares 126 Est. Cost $79.37 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $10 Shares 305 Est. Cost $32.79 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $10 Shares 386 Est. Cost $25.91 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $10 Shares 210 Est. Cost $46.64 Unrealized -18.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $749.93 Unrealized +88.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $10 Shares 400 Est. Cost $40.21 Unrealized -48.1%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 281 Est. Cost $35.59 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.0%
Value ($000) $9 Shares 93 Est. Cost $98.16 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 53 Est. Cost $94.34 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $9 Shares 141 Est. Cost $63.83 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $79.74 Unrealized +71.7%
IYZ ISHARES TR 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 300 Est. Cost $26.67 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $9 Shares 583 Est. Cost $13.72 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $9 Shares 62 Est. Cost $112.90 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $9 Shares 348 Est. Cost $25.86 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 393 Est. Cost $20.36 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $8 Shares 199 Est. Cost $30.75 Unrealized +19.8%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $8 Shares 90 Est. Cost $89.73 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $8 Shares 136 Est. Cost $52.53 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $7 Shares 49 Est. Cost $122.45 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 45 Est. Cost $109.54 Unrealized
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $7 Shares 208 Est. Cost Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $7 Shares 78 Est. Cost $121.79 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $88.16 Unrealized 0.0%
GOLD TRUST 0.0%
Value ($000) $7 Shares 368 Est. Cost $19.02 Unrealized
MET METLIFE INC 0.0%
Value ($000) $7 Shares 151 Est. Cost $36.80 Unrealized +0.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $7 Shares 22 Est. Cost $193.04 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 345 Est. Cost $20.29 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $46.50 Unrealized +44.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 341 Est. Cost $20.53 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 213 Est. Cost $32.86 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.22 Unrealized -14.7%
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 100 Est. Cost $37.36 Unrealized +30.7%
OLN OLIN CORP 0.0%
Value ($000) $7 Shares 285 Est. Cost $27.28 Unrealized -32.7%
IBDS ISHARES TR 0.0%
Value ($000) $7 Shares 252 Est. Cost $27.78 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $99.56 Unrealized +5.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $61.47 Unrealized -19.7%
MDB MONGODB INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $279.28 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $6 Shares 73 Est. Cost $61.74 Unrealized +18.9%
XSOE WISDOMTREE TR 0.0%
Value ($000) $6 Shares 146 Est. Cost $34.25 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $6 Shares 177 Est. Cost $28.25 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $6 Shares 128 Est. Cost $29.99 Unrealized +34.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 56 Est. Cost $35.71 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $110.02 Unrealized +23.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.80 Unrealized -9.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $462.59 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $5 Shares 150 Est. Cost $36.72 Unrealized -37.3%
GOVT ISHARES TR 0.0%
Value ($000) $5 Shares 178 Est. Cost $28.09 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $32.00 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $107.74 Unrealized +40.0%
GASS STEALTHGAS INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.44 Unrealized -0.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 44 Est. Cost $90.91 Unrealized
BP BP PLC 0.0%
Value ($000) $5 Shares 260 Est. Cost $38.47 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $19.59 Unrealized -9.5%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $5 Shares 206 Est. Cost $24.27 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $5 Shares 220 Est. Cost $22.73 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $54.61 Unrealized +7.0%
IBDT ISHARES TR 0.0%
Value ($000) $4 Shares 146 Est. Cost $27.40 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 90 Est. Cost $39.21 Unrealized -8.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $4 Shares 76 Est. Cost $34.05 Unrealized +43.7%
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 111 Est. Cost $72.07 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
DOW DOW INC 0.0%
Value ($000) $4 Shares 71 Est. Cost $36.37 Unrealized +7.3%
MTUM ISHARES TR 0.0%
Value ($000) $4 Shares 26 Est. Cost $153.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $34.95 Unrealized +25.9%
SPLUNK INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $181.82 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 76 Est. Cost $51.02 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $223.70 Unrealized +10.7%
CRM SALESFORCE COM INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $166.47 Unrealized +44.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $3 Shares 6 Est. Cost $483.11 Unrealized 0.0%
EBND SPDR SER TR 0.0%
Value ($000) $3 Shares 106 Est. Cost $28.30 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $3 Shares 52 Est. Cost $44.05 Unrealized +26.0%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $42.56 Unrealized +19.1%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $57.70 Unrealized +49.5%
XL FLEET CORP 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.27 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $3 Shares 13 Est. Cost $230.77 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $3 Shares 71 Est. Cost $42.25 Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $168.94 Unrealized +82.4%
XYZ SQUARE INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $102.55 Unrealized +90.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
LINDE PLC 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $45.31 Unrealized -6.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $2 Shares 8 Est. Cost $223.05 Unrealized 0.0%
COLUMBIA PPTY TR INC 0.0%
Value ($000) $2 Shares 132 Est. Cost $15.15 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
XILINX INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $161.65 Unrealized +39.0%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $2 Shares 331 Est. Cost $6.19 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $2 Shares 154 Est. Cost $9.83 Unrealized +35.2%
PRSU VIAD CORP 0.0%
Value ($000) $2 Shares 68 Est. Cost $30.88 Unrealized -11.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.47 Unrealized +9.2%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $35.71 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.78 Unrealized +44.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $224.01 Unrealized 0.0%
SPIB SPDR SER TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $44.02 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 157 Est. Cost $6.35 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.29 Unrealized +47.3%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $160.31 Unrealized +37.5%
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.25 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.02 Unrealized +34.9%
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.88 Unrealized +11.5%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.25 Unrealized +16.0%
IVZ INVESCO LTD 0.0%
Value ($000) $1 Shares 34 Est. Cost $12.44 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $117.07 Unrealized +28.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.18 Unrealized 0.0%
EVERBRIDGE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $23.93 Unrealized +85.7%
CRANE CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 59 Est. Cost $25.56 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.36 Unrealized +19.7%
ISHARES TR 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.57 Unrealized +36.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.24 Unrealized -12.9%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $1 Shares 36 Est. Cost $12.03 Unrealized 0.0%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 1,222 Est. Cost $3.28 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $134.81 Unrealized -1.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $45.57 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $33.80 Unrealized +33.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 11 Est. Cost $95.08 Unrealized 0.0%
STNE STONECO LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.07 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $99.39 Unrealized -20.2%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.67 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.95 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +15.3%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $0 Shares 22 Est. Cost $4.71 Unrealized -30.8%
SCHNITZER STEEL INDS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.04 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.19 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $155.87 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 9 Est. Cost $33.81 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized -4.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.13 Unrealized +12.9%
CLOUDERA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 21 Est. Cost $31.06 Unrealized -30.9%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.42 Unrealized +10.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.07 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.34 Unrealized -25.0%
GLOBALSTAR INC 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $22.99 Unrealized -27.9%
RH RH 0.0%
Value ($000) $0 Shares 1 Est. Cost $315.40 Unrealized +30.7%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.33 Unrealized -4.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.17 Unrealized 0.0%
FLR FLUOR CORP NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.83 Unrealized -63.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.89 Unrealized 0.0%