Moisand Fitzgerald Tamayo, LLC Diversified Active

CIK: 0001649107 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 1, 2021

Total Value ($000): $297,407 (100.0% shares, 0.0% debt)

Holdings (390)

VOO VANGUARD INDEX FDS 7.0%
Value ($000) $20,788 Shares 52,708 Est. Cost $191.36 Unrealized
SCHM SCHWAB STRATEGIC TR 6.6%
Value ($000) $19,671 Shares 256,606 Est. Cost $43.63 Unrealized
SPYM SPDR SER TR 6.0%
Value ($000) $17,818 Shares 353,107 Est. Cost $32.98 Unrealized
IVV ISHARES TR 5.8%
Value ($000) $17,391 Shares 40,368 Est. Cost $217.97 Unrealized
SCHH SCHWAB STRATEGIC TR 5.6%
Value ($000) $16,546 Shares 362,216 Est. Cost $38.93 Unrealized
SCHF SCHWAB STRATEGIC TR 4.7%
Value ($000) $13,956 Shares 360,617 Est. Cost $29.05 Unrealized
DFAT DIMENSIONAL ETF TRUST 4.1%
Value ($000) $12,186 Shares 274,468 Est. Cost $44.80 Unrealized
DFAS DIMENSIONAL ETF TRUST 4.0%
Value ($000) $11,756 Shares 204,446 Est. Cost $58.28 Unrealized
DFAX DIMENSIONAL ETF TRUST 3.2%
Value ($000) $9,549 Shares 368,954 Est. Cost $25.88 Unrealized
SCHV SCHWAB STRATEGIC TR 2.9%
Value ($000) $8,554 Shares 126,768 Est. Cost $45.95 Unrealized
SCHR SCHWAB STRATEGIC TR 2.7%
Value ($000) $7,931 Shares 139,857 Est. Cost $55.08 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.6%
Value ($000) $7,746 Shares 267,929 Est. Cost $28.91 Unrealized
SCHO SCHWAB STRATEGIC TR 2.6%
Value ($000) $7,679 Shares 150,004 Est. Cost $50.76 Unrealized
AVUV AMERICAN CENTY ETF TR 2.4%
Value ($000) $7,260 Shares 96,023 Est. Cost $56.14 Unrealized
SLYV SPDR SER TR 2.2%
Value ($000) $6,558 Shares 80,010 Est. Cost $68.55 Unrealized
SPMD SPDR SER TR 2.1%
Value ($000) $6,176 Shares 133,792 Est. Cost $32.50 Unrealized
SCHA SCHWAB STRATEGIC TR 2.1%
Value ($000) $6,172 Shares 61,656 Est. Cost $53.10 Unrealized
USRT ISHARES TR 1.7%
Value ($000) $5,002 Shares 85,291 Est. Cost $45.39 Unrealized
SCHC SCHWAB STRATEGIC TR 1.5%
Value ($000) $4,609 Shares 111,004 Est. Cost $29.54 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $4,386 Shares 19,750 Est. Cost $104.31 Unrealized
IWB ISHARES TR 1.4%
Value ($000) $4,181 Shares 17,298 Est. Cost $114.99 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.4%
Value ($000) $4,114 Shares 125,650 Est. Cost $32.74 Unrealized
SPDW SPDR INDEX SHS FDS 1.3%
Value ($000) $3,954 Shares 109,204 Est. Cost $30.14 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $3,799 Shares 28,067 Est. Cost $93.33 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $3,631 Shares 59,557 Est. Cost $43.40 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value ($000) $3,337 Shares 14,093 Est. Cost $129.67 Unrealized
AVDV AMERICAN CENTY ETF TR 1.1%
Value ($000) $3,275 Shares 50,696 Est. Cost $60.07 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $3,070 Shares 14,040 Est. Cost $118.26 Unrealized
SPTS SPDR SER TR 0.8%
Value ($000) $2,435 Shares 79,505 Est. Cost $30.05 Unrealized
SPTI SPDR SER TR 0.8%
Value ($000) $2,369 Shares 73,328 Est. Cost $40.85 Unrealized
SPYV SPDR SER TR 0.7%
Value ($000) $2,190 Shares 56,147 Est. Cost $28.81 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $1,796 Shares 12,347 Est. Cost $89.42 Unrealized
IWC ISHARES TR 0.6%
Value ($000) $1,792 Shares 12,419 Est. Cost $72.11 Unrealized
IWV ISHARES TR 0.5%
Value ($000) $1,558 Shares 6,113 Est. Cost $120.34 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,484 Shares 14,264 Est. Cost $49.75 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,404 Shares 9,925 Est. Cost $88.54 Unrealized +62.5%
MMM 3M CO 0.5%
Value ($000) $1,380 Shares 7,865 Est. Cost $131.48 Unrealized +4.4%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,355 Shares 4,805 Est. Cost $113.04 Unrealized +148.3%
SPSM SPDR SER TR 0.5%
Value ($000) $1,349 Shares 31,660 Est. Cost $26.81 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,326 Shares 7,831 Est. Cost $104.01 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,278 Shares 12,561 Est. Cost $79.19 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,188 Shares 43,593 Est. Cost $27.38 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,160 Shares 6,856 Est. Cost $108.97 Unrealized +59.8%
GWX SPDR INDEX SHS FDS 0.4%
Value ($000) $1,129 Shares 29,331 Est. Cost $32.22 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $1,121 Shares 5,124 Est. Cost $113.80 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,115 Shares 13,608 Est. Cost $81.12 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,060 Shares 4,811 Est. Cost $164.96 Unrealized +25.9%
AVDE AMERICAN CENTY ETF TR 0.3%
Value ($000) $949 Shares 15,179 Est. Cost $53.17 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $940 Shares 8,608 Est. Cost $90.09 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $897 Shares 3,408 Est. Cost $139.30 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $881 Shares 2,684 Est. Cost $111.08 Unrealized +165.2%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $866 Shares 9,815 Est. Cost $48.07 Unrealized +68.2%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $816 Shares 4,062 Est. Cost $93.53 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $789 Shares 10,051 Est. Cost $54.04 Unrealized +33.0%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $785 Shares 8,782 Est. Cost $88.33 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $777 Shares 11,312 Est. Cost $76.40 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $724 Shares 9,286 Est. Cost $58.72 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $722 Shares 5,402 Est. Cost $93.85 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $659 Shares 4,078 Est. Cost $87.94 Unrealized +70.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $571 Shares 1,330 Est. Cost $215.54 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $560 Shares 7,523 Est. Cost $49.92 Unrealized
RWR SPDR SER TR 0.2%
Value ($000) $523 Shares 4,965 Est. Cost $91.73 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $497 Shares 3,555 Est. Cost $117.17 Unrealized +8.6%
T AT&T INC 0.2%
Value ($000) $453 Shares 16,771 Est. Cost $15.26 Unrealized +5.3%
KO COCA COLA CO 0.1%
Value ($000) $426 Shares 8,111 Est. Cost $32.47 Unrealized +50.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $405 Shares 2,419 Est. Cost $76.64 Unrealized +106.5%
AGG ISHARES TR 0.1%
Value ($000) $363 Shares 3,159 Est. Cost $107.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $354 Shares 1,297 Est. Cost $197.33 Unrealized +42.3%
DLN WISDOMTREE TR 0.1%
Value ($000) $338 Shares 2,832 Est. Cost $70.97 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $335 Shares 7,779 Est. Cost $23.24 Unrealized +53.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $322 Shares 3,098 Est. Cost $67.94 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $308 Shares 11,605 Est. Cost $26.94 Unrealized
DE DEERE & CO 0.1%
Value ($000) $304 Shares 908 Est. Cost $108.55 Unrealized +212.6%
WMT WALMART INC 0.1%
Value ($000) $297 Shares 2,129 Est. Cost $25.86 Unrealized +75.9%
IWN ISHARES TR 0.1%
Value ($000) $296 Shares 1,845 Est. Cost $94.29 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $287 Shares 2,173 Est. Cost $61.77 Unrealized +102.1%
MUB ISHARES TR 0.1%
Value ($000) $286 Shares 2,466 Est. Cost $110.70 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 1,000 Est. Cost $164.95 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $272 Shares 3,684 Est. Cost $83.76 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $271 Shares 4,200 Est. Cost $41.85 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $260 Shares 1,327 Est. Cost $63.28 Unrealized +154.0%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $239 Shares 3,237 Est. Cost $56.72 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $221 Shares 1,459 Est. Cost $67.85 Unrealized +88.0%
EFV ISHARES TR 0.1%
Value ($000) $213 Shares 4,188 Est. Cost $46.57 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $212 Shares 2,110 Est. Cost $97.13 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $202 Shares 5,287 Est. Cost $31.19 Unrealized +18.0%
FARO TECHNOLOGIES INC 0.1%
Value ($000) $197 Shares 3,000 Est. Cost $29.55 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $182 Shares 3,246 Est. Cost $40.65 Unrealized +26.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $176 Shares 676 Est. Cost $99.87 Unrealized +183.4%
LOW LOWES COS INC 0.1%
Value ($000) $176 Shares 866 Est. Cost $160.68 Unrealized +14.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $176 Shares 2,997 Est. Cost $48.56 Unrealized -0.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $175 Shares 725 Est. Cost $141.00 Unrealized +53.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $174 Shares 483 Est. Cost $245.69 Unrealized +36.9%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $170 Shares 5,645 Est. Cost $30.06 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $168 Shares 498 Est. Cost $182.38 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $160 Shares 3,400 Est. Cost $84.87 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $148 Shares 943 Est. Cost $119.00 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $135 Shares 1,516 Est. Cost $88.08 Unrealized -9.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $132 Shares 310 Est. Cost $369.84 Unrealized +13.0%
EFG ISHARES TR 0.0%
Value ($000) $128 Shares 1,199 Est. Cost $77.17 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $126 Shares 370 Est. Cost $180.63 Unrealized +98.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $122 Shares 354 Est. Cost $243.03 Unrealized +32.0%
ICF ISHARES TR 0.0%
Value ($000) $118 Shares 1,805 Est. Cost $77.21 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $118 Shares 36 Est. Cost $138.60 Unrealized +24.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $114 Shares 550 Est. Cost $194.12 Unrealized +2.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $114 Shares 465 Est. Cost $204.89 Unrealized +11.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $112 Shares 528 Est. Cost $164.93 Unrealized +18.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $105 Shares 710 Est. Cost $114.80 Unrealized +17.3%
TSLA TESLA INC 0.0%
Value ($000) $104 Shares 134 Est. Cost $129.07 Unrealized +82.4%
DES WISDOMTREE TR 0.0%
Value ($000) $100 Shares 3,249 Est. Cost $47.30 Unrealized
BA BOEING CO 0.0%
Value ($000) $99 Shares 451 Est. Cost $249.92 Unrealized -10.8%
NUVEEN SELECT TAX FREE INCOM 0.0%
Value ($000) $97 Shares 6,212 Est. Cost $13.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $91 Shares 1,543 Est. Cost $46.73 Unrealized +17.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $86 Shares 1,711 Est. Cost $42.84 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $85 Shares 2,203 Est. Cost $37.86 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $84 Shares 480 Est. Cost $176.65 Unrealized -5.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $82 Shares 450 Est. Cost $150.31 Unrealized +8.3%
VFC V F CORP 0.0%
Value ($000) $80 Shares 1,200 Est. Cost $65.66 Unrealized +16.9%
NEUBERGER BERMAN MUN FD INC 0.0%
Value ($000) $80 Shares 4,956 Est. Cost $15.34 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $79 Shares 1,063 Est. Cost $48.10 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $77 Shares 402 Est. Cost $156.39 Unrealized +22.8%
SPTM SPDR SER TR 0.0%
Value ($000) $75 Shares 1,418 Est. Cost $33.28 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $75 Shares 619 Est. Cost $78.20 Unrealized +54.4%
IMCG ISHARES TR 0.0%
Value ($000) $74 Shares 1,074 Est. Cost $82.97 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $74 Shares 238 Est. Cost $315.13 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $74 Shares 311 Est. Cost $122.67 Unrealized +90.3%
SYY SYSCO CORP 0.0%
Value ($000) $68 Shares 870 Est. Cost $71.31 Unrealized -5.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $65 Shares 2,981 Est. Cost $26.06 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $64 Shares 4,692 Est. Cost $6.54 Unrealized +74.5%
IWF ISHARES TR 0.0%
Value ($000) $61 Shares 222 Est. Cost $270.27 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $61 Shares 474 Est. Cost $112.95 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $61 Shares 374 Est. Cost $114.25 Unrealized +22.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $61 Shares 1,013 Est. Cost $40.71 Unrealized +25.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $61 Shares 296 Est. Cost $16.98 Unrealized +22.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $60 Shares 1,150 Est. Cost $41.98 Unrealized +20.8%
IJT ISHARES TR 0.0%
Value ($000) $60 Shares 462 Est. Cost $164.92 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $60 Shares 160 Est. Cost $319.41 Unrealized +9.6%
ETN EATON CORP PLC 0.0%
Value ($000) $59 Shares 395 Est. Cost $133.92 Unrealized +11.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $58 Shares 624 Est. Cost $59.66 Unrealized +40.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $57 Shares 120 Est. Cost $22.77 Unrealized +208.5%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $56 Shares 306 Est. Cost $186.27 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $56 Shares 21 Est. Cost $54.80 Unrealized +146.5%
GOOG ALPHABET INC 0.0%
Value ($000) $56 Shares 21 Est. Cost $49.62 Unrealized +175.8%
CSX CSX CORP 0.0%
Value ($000) $54 Shares 1,820 Est. Cost $26.75 Unrealized +12.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $53 Shares 507 Est. Cost $66.10 Unrealized +26.2%
NKE NIKE INC 0.0%
Value ($000) $53 Shares 363 Est. Cost $75.05 Unrealized +103.2%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $52 Shares 146 Est. Cost $331.58 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $52 Shares 626 Est. Cost $82.77 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $52 Shares 326 Est. Cost $165.64 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $51 Shares 172 Est. Cost $290.70 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $50 Shares 1,070 Est. Cost $48.60 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $50 Shares 805 Est. Cost $42.48 Unrealized +28.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $50 Shares 992 Est. Cost $47.47 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $48 Shares 885 Est. Cost $31.22 Unrealized +57.7%
UNP UNION PAC CORP 0.0%
Value ($000) $47 Shares 240 Est. Cost $116.96 Unrealized +66.9%
IXUS ISHARES TR 0.0%
Value ($000) $47 Shares 655 Est. Cost $57.72 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $46 Shares 487 Est. Cost $61.57 Unrealized +31.7%
TWITTER INC 0.0%
Value ($000) $45 Shares 750 Est. Cost $18.52 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $43 Shares 421 Est. Cost $66.94 Unrealized +24.5%
ECL ECOLAB INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $206.33 Unrealized +1.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $40 Shares 258 Est. Cost $131.58 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $39 Shares 276 Est. Cost $144.93 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $39 Shares 2,216 Est. Cost $4.66 Unrealized +302.1%
TEKLA HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $38 Shares 1,689 Est. Cost $18.51 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $35.74 Unrealized -34.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $38 Shares 837 Est. Cost $71.16 Unrealized
EWD ISHARES INC 0.0%
Value ($000) $37 Shares 817 Est. Cost $46.51 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $37 Shares 512 Est. Cost $58.42 Unrealized +6.9%
BIDU BAIDU INC 0.0%
Value ($000) $37 Shares 240 Est. Cost $248.00 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $35 Shares 820 Est. Cost $25.07 Unrealized +43.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $35 Shares 168 Est. Cost $147.58 Unrealized +37.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $33 Shares 241 Est. Cost $96.79 Unrealized +15.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $30 Shares 254 Est. Cost $87.54 Unrealized +25.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $29 Shares 387 Est. Cost $62.02 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $29 Shares 1,510 Est. Cost $27.28 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $28 Shares 950 Est. Cost $36.75 Unrealized -19.8%
NOBL PROSHARES TR 0.0%
Value ($000) $28 Shares 314 Est. Cost $89.17 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 521 Est. Cost $52.45 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $28 Shares 2,115 Est. Cost $11.52 Unrealized +12.1%
XYL XYLEM INC 0.0%
Value ($000) $28 Shares 229 Est. Cost $54.07 Unrealized +125.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $27 Shares 493 Est. Cost $53.92 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $27 Shares 85 Est. Cost $268.15 Unrealized +13.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 348 Est. Cost $60.44 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 733 Est. Cost $38.25 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $25 Shares 2,581 Est. Cost $9.69 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 350 Est. Cost $54.29 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $24 Shares 154 Est. Cost $115.11 Unrealized +31.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $75.68 Unrealized -5.4%
PEP PEPSICO INC 0.0%
Value ($000) $23 Shares 152 Est. Cost $89.81 Unrealized +50.3%
QLD PROSHARES TR 0.0%
Value ($000) $22 Shares 300 Est. Cost $96.67 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $22 Shares 518 Est. Cost $36.49 Unrealized +8.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $68.94 Unrealized -7.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $22 Shares 350 Est. Cost $44.61 Unrealized +16.1%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $21 Shares 481 Est. Cost $41.85 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 346 Est. Cost $34.40 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $20 Shares 285 Est. Cost $54.84 Unrealized +8.8%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $20 Shares 729 Est. Cost $24.43 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 541 Est. Cost $31.26 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $20 Shares 800 Est. Cost $25.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $19 Shares 391 Est. Cost $21.44 Unrealized +36.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $19 Shares 325 Est. Cost $44.01 Unrealized +26.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $19 Shares 200 Est. Cost $85.51 Unrealized +6.7%
KOMP SPDR SER TR 0.0%
Value ($000) $18 Shares 302 Est. Cost $44.48 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 45 Est. Cost $400.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $18 Shares 349 Est. Cost $54.29 Unrealized -13.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 272 Est. Cost $31.21 Unrealized +58.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $17 Shares 1,228 Est. Cost $29.56 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $17 Shares 1,304 Est. Cost $13.04 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $17 Shares 466 Est. Cost $28.09 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $17 Shares 1,058 Est. Cost $7.71 Unrealized +76.9%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $16 Shares 156 Est. Cost $62.95 Unrealized 0.0%
HYDB ISHARES TR 0.0%
Value ($000) $16 Shares 306 Est. Cost $49.02 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $16 Shares 1,120 Est. Cost $8.36 Unrealized +23.5%
ILCG ISHARES TR 0.0%
Value ($000) $16 Shares 250 Est. Cost $64.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $16 Shares 105 Est. Cost $194.31 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 -15.7%
IWS ISHARES TR 0.0%
Value ($000) $15 Shares 133 Est. Cost $83.33 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 155 Est. Cost $49.47 Unrealized +73.3%
MRK MERCK & CO INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $46.68 Unrealized +41.7%
EWC ISHARES INC 0.0%
Value ($000) $15 Shares 424 Est. Cost $37.74 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $53.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 110 Est. Cost $113.06 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 50 Est. Cost $300.00 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $14 Shares 75 Est. Cost $175.96 Unrealized +4.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 89 Est. Cost $134.83 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $38.62 Unrealized +20.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $14 Shares 210 Est. Cost $46.64 Unrealized +17.5%
OLN OLIN CORP 0.0%
Value ($000) $14 Shares 285 Est. Cost $27.28 Unrealized +56.8%
IMCB ISHARES TR 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 272 Est. Cost $44.12 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.00 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $62.28 Unrealized +16.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $13 Shares 116 Est. Cost $67.01 Unrealized +57.8%
AFL AFLAC INC 0.0%
Value ($000) $12 Shares 238 Est. Cost $34.95 Unrealized +41.5%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $12 Shares 707 Est. Cost $17.56 Unrealized
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
ILCB ISHARES TR 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $11 Shares 27 Est. Cost $407.75 Unrealized +12.8%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $11 Shares 400 Est. Cost $40.21 Unrealized -36.7%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.33 Unrealized -12.1%
IYZ ISHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $10 Shares 62 Est. Cost $112.90 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $749.93 Unrealized +131.0%
EEM ISHARES TR 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $10 Shares 386 Est. Cost $25.91 Unrealized
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $10 Shares 166 Est. Cost $55.01 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $9 Shares 49 Est. Cost $122.45 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 151 Est. Cost $36.80 Unrealized +43.3%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $9 Shares 583 Est. Cost $13.72 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $9 Shares 305 Est. Cost $32.79 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 50 Est. Cost $160.00 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 45 Est. Cost $109.54 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $8 Shares 91 Est. Cost $89.71 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $28.18 Unrealized +14.6%
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
PRSU VIAD CORP 0.0%
Value ($000) $8 Shares 184 Est. Cost $38.45 Unrealized +16.3%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $8 Shares 1,300 Est. Cost $6.86 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 362 Est. Cost $20.36 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 206 Est. Cost $32.86 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $8 Shares 78 Est. Cost $121.79 Unrealized
BP BP PLC 0.0%
Value ($000) $8 Shares 310 Est. Cost $36.43 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $8 Shares 63 Est. Cost $112.75 Unrealized +5.2%
QRVO QORVO INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $184.45 Unrealized +0.7%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.22 Unrealized +8.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.47 Unrealized -3.4%
IYR ISHARES TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $97.22 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $198.14 Unrealized +26.6%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 341 Est. Cost $20.53 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $7 Shares 107 Est. Cost $65.42 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $7 Shares 131 Est. Cost $33.12 Unrealized +65.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $7 Shares 150 Est. Cost $38.39 Unrealized +8.3%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 93 Est. Cost $61.67 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $6 Shares 128 Est. Cost $29.99 Unrealized +57.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 209 Est. Cost $30.86 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $41.70 Unrealized +1.5%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.80 Unrealized +25.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 230 Est. Cost $26.14 Unrealized -6.7%
RKT ROCKET COS INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $19.39 Unrealized -20.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.15 Unrealized +5.5%
GLTR ABERDEEN STD PRECIOUS METALS 0.0%
Value ($000) $6 Shares 71 Est. Cost $98.16 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.90 Unrealized +21.8%
ISHARES TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
ISHARES TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
GASS STEALTHGAS INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.44 Unrealized +8.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 90 Est. Cost $39.21 Unrealized +17.0%
NI NISOURCE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.14 Unrealized +12.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $110.02 Unrealized +28.7%
Z ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $121.69 Unrealized -16.9%
XSOE WISDOMTREE TR 0.0%
Value ($000) $5 Shares 146 Est. Cost $34.25 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $5 Shares 76 Est. Cost $34.05 Unrealized +58.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $71.86 Unrealized +7.7%
EPR EPR PPTYS 0.0%
Value ($000) $5 Shares 111 Est. Cost $72.07 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 52 Est. Cost $44.05 Unrealized +89.2%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.94 Unrealized +48.3%
DOW DOW INC 0.0%
Value ($000) $4 Shares 71 Est. Cost $36.37 Unrealized +31.5%
BYND BEYOND MEAT INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $107.74 Unrealized +13.5%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.29 Unrealized +5.1%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $288.38 Unrealized +6.1%
ABBV ABBVIE INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $69.89 Unrealized +39.1%
ABT ABBOTT LABS 0.0%
Value ($000) $4 Shares 36 Est. Cost $79.53 Unrealized +42.7%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 132 Est. Cost $28.19 Unrealized
NIO NIO INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.46 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $42.56 Unrealized +29.3%
MARATHON OIL CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 109 Est. Cost $21.41 Unrealized +42.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $3 Shares 63 Est. Cost $30.75 Unrealized +80.2%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $57.70 Unrealized +45.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $88.16 Unrealized -47.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.47 Unrealized +68.0%
XYZ SQUARE INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $132.86 Unrealized +93.3%
SPLUNK INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $181.82 Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $3 Shares 8 Est. Cost $125.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.20 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $3 Shares 105 Est. Cost $27.40 Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $3 Shares 30 Est. Cost $176.92 Unrealized -37.4%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.57 Unrealized -9.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $239.93 Unrealized +2.9%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $78.36 Unrealized +69.8%
QMOM ALPHA ARCHITECT ETF TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.29 Unrealized
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $21.88 Unrealized +99.7%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $2 Shares 331 Est. Cost $6.19 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $2 Shares 87 Est. Cost $28.30 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.00 Unrealized -6.0%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $42.44 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $161.65 Unrealized +53.2%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.11 Unrealized +18.5%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $2 Shares 154 Est. Cost $9.83 Unrealized +66.8%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $35.71 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $160.31 Unrealized +98.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $168.08 Unrealized +30.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.78 Unrealized +92.4%
LMPX LMP AUTOMOTIVE HLDGS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $0.01 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $22.99 Unrealized +13.2%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.51 Unrealized +49.6%
SCHNITZER STEEL INDS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
XL FLEET CORP 0.0%
Value ($000) $1 Shares 110 Est. Cost $27.27 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $29.52 Unrealized +54.8%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $101.17 Unrealized +264.5%
NMM NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
V VISA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.84 Unrealized +5.2%
VIACOMCBS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.29 Unrealized +96.3%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
EVERBRIDGE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $177.44 Unrealized +135.7%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.06 Unrealized +65.9%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.25 Unrealized -16.9%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $33.80 Unrealized +70.5%
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $23.93 Unrealized +132.1%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.02 Unrealized +64.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $99.39 Unrealized -20.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.24 Unrealized +4.1%
RH RH 0.0%
Value ($000) $1 Shares 1 Est. Cost $315.40 Unrealized +118.2%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.93 Unrealized -2.4%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.65 Unrealized +10.4%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.33 Unrealized +10.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.34 Unrealized +36.3%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $51.55 Unrealized -48.0%
CLOUDERA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.13 Unrealized +26.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $155.87 Unrealized +65.6%
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.01 Unrealized +0.8%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.95 Unrealized +1.2%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $11.28 Unrealized -24.2%
FLR FLUOR CORP NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.83 Unrealized -57.7%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +8.6%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.94 Unrealized +34.5%
IBHF ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.33 Unrealized +5.4%
HITI HIGH TIDE INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.01 Unrealized -14.8%
STNE STONECO LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized +21.4%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $0 Shares 22 Est. Cost $4.71 Unrealized -46.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.83 Unrealized +4.8%