Moisand Fitzgerald Tamayo, LLC Diversified Active

CIK: 0001649107 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 3, 2022

Total Value ($000): $355,102 (100.0% shares, 0.0% debt)

Holdings (401)

DFAI DIMENSIONAL ETF TRUST 14.1%
Value ($000) $50,086 Shares 1,693,816 Est. Cost $29.47 Unrealized
SCHM SCHWAB STRATEGIC TR 5.9%
Value ($000) $21,040 Shares 261,600 Est. Cost $44.33 Unrealized
VOO VANGUARD INDEX FDS 5.5%
Value ($000) $19,510 Shares 44,688 Est. Cost $191.36 Unrealized
SCHH SCHWAB STRATEGIC TR 5.3%
Value ($000) $18,844 Shares 357,630 Est. Cost $38.93 Unrealized
IVV ISHARES TR 5.0%
Value ($000) $17,884 Shares 37,494 Est. Cost $217.97 Unrealized
SPYM SPDR SER TR 4.6%
Value ($000) $16,334 Shares 292,572 Est. Cost $32.98 Unrealized
DFAS DIMENSIONAL ETF TRUST 4.0%
Value ($000) $14,278 Shares 238,002 Est. Cost $58.52 Unrealized
AVDV AMERICAN CENTY ETF TR 3.8%
Value ($000) $13,666 Shares 211,713 Est. Cost $63.48 Unrealized
DFAT DIMENSIONAL ETF TRUST 3.7%
Value ($000) $13,002 Shares 273,621 Est. Cost $44.80 Unrealized
AVUV AMERICAN CENTY ETF TR 2.7%
Value ($000) $9,670 Shares 121,269 Est. Cost $61.05 Unrealized
DFAX DIMENSIONAL ETF TRUST 2.7%
Value ($000) $9,459 Shares 362,259 Est. Cost $25.88 Unrealized
SCHR SCHWAB STRATEGIC TR 2.3%
Value ($000) $8,064 Shares 143,637 Est. Cost $55.11 Unrealized
SCHF SCHWAB STRATEGIC TR 2.2%
Value ($000) $7,853 Shares 202,032 Est. Cost $29.05 Unrealized
SCHO SCHWAB STRATEGIC TR 2.2%
Value ($000) $7,716 Shares 151,732 Est. Cost $50.76 Unrealized
DFAE DIMENSIONAL ETF TRUST 2.0%
Value ($000) $7,192 Shares 262,851 Est. Cost $27.36 Unrealized
SCHV SCHWAB STRATEGIC TR 1.9%
Value ($000) $6,838 Shares 93,391 Est. Cost $45.95 Unrealized
SPMD SPDR SER TR 1.9%
Value ($000) $6,596 Shares 132,615 Est. Cost $32.50 Unrealized
SLYV SPDR SER TR 1.7%
Value ($000) $6,112 Shares 72,146 Est. Cost $68.55 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $5,812 Shares 56,754 Est. Cost $53.10 Unrealized
USRT ISHARES TR 1.5%
Value ($000) $5,477 Shares 81,038 Est. Cost $45.39 Unrealized
VTI VANGUARD INDEX FDS 1.3%
Value ($000) $4,626 Shares 19,162 Est. Cost $104.31 Unrealized
IWB ISHARES TR 1.3%
Value ($000) $4,527 Shares 17,118 Est. Cost $114.99 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.1%
Value ($000) $3,855 Shares 117,458 Est. Cost $32.74 Unrealized
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $3,755 Shares 25,524 Est. Cost $93.33 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $3,576 Shares 14,036 Est. Cost $129.67 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $3,357 Shares 54,786 Est. Cost $43.40 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $3,025 Shares 13,386 Est. Cost $118.26 Unrealized
SCHC SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,737 Shares 66,879 Est. Cost $29.54 Unrealized
SPTI SPDR SER TR 0.7%
Value ($000) $2,398 Shares 74,825 Est. Cost $40.67 Unrealized
SPTS SPDR SER TR 0.7%
Value ($000) $2,360 Shares 77,552 Est. Cost $30.05 Unrealized
AVDE AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,247 Shares 35,450 Est. Cost $59.01 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,183 Shares 29,604 Est. Cost $74.76 Unrealized
IVE ISHARES TR 0.5%
Value ($000) $1,914 Shares 12,219 Est. Cost $89.42 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,881 Shares 10,593 Est. Cost $92.71 Unrealized +66.9%
IWC ISHARES TR 0.5%
Value ($000) $1,735 Shares 12,419 Est. Cost $72.11 Unrealized
IWV ISHARES TR 0.5%
Value ($000) $1,696 Shares 6,113 Est. Cost $120.34 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,552 Shares 13,636 Est. Cost $49.75 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $1,418 Shares 12,219 Est. Cost $79.19 Unrealized
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $1,405 Shares 38,526 Est. Cost $30.14 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,337 Shares 7,525 Est. Cost $131.48 Unrealized -3.2%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,316 Shares 7,357 Est. Cost $104.01 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $1,306 Shares 31,089 Est. Cost $28.81 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,194 Shares 3,550 Est. Cost $113.04 Unrealized +177.3%
SPSM SPDR SER TR 0.3%
Value ($000) $1,178 Shares 26,360 Est. Cost $26.81 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,162 Shares 5,224 Est. Cost $115.88 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,143 Shares 2,755 Est. Cost $117.06 Unrealized +193.2%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,120 Shares 13,858 Est. Cost $81.12 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,026 Shares 4,811 Est. Cost $164.96 Unrealized +23.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,016 Shares 6,562 Est. Cost $108.97 Unrealized +44.8%
IJR ISHARES TR 0.3%
Value ($000) $986 Shares 8,610 Est. Cost $90.09 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $960 Shares 9,890 Est. Cost $48.07 Unrealized +65.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $939 Shares 10,055 Est. Cost $54.04 Unrealized +43.1%
IJH ISHARES TR 0.3%
Value ($000) $939 Shares 3,319 Est. Cost $139.30 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $898 Shares 4,062 Est. Cost $93.53 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $798 Shares 9,110 Est. Cost $88.30 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $770 Shares 9,786 Est. Cost $59.74 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $681 Shares 3,978 Est. Cost $87.94 Unrealized +65.0%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $658 Shares 4,910 Est. Cost $93.85 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $630 Shares 1,326 Est. Cost $215.54 Unrealized
RWR SPDR SER TR 0.2%
Value ($000) $588 Shares 4,816 Est. Cost $91.73 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $571 Shares 15,123 Est. Cost $32.22 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $550 Shares 7,526 Est. Cost $49.92 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $500 Shares 3,055 Est. Cost $117.17 Unrealized +14.5%
KO COCA COLA CO 0.1%
Value ($000) $480 Shares 8,111 Est. Cost $32.47 Unrealized +51.5%
RFDA ALPS ETF TR 0.1%
Value ($000) $463 Shares 9,755 Est. Cost $47.46 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $459 Shares 7,779 Est. Cost $23.24 Unrealized +73.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $418 Shares 1,397 Est. Cost $203.70 Unrealized +40.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $396 Shares 2,419 Est. Cost $76.64 Unrealized +111.1%
T AT&T INC 0.1%
Value ($000) $390 Shares 15,839 Est. Cost $15.26 Unrealized -3.9%
RFCI ALPS ETF TR 0.1%
Value ($000) $377 Shares 15,114 Est. Cost $24.94 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $374 Shares 5,664 Est. Cost $68.50 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $354 Shares 12,206 Est. Cost $27.04 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $352 Shares 3,083 Est. Cost $107.88 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $339 Shares 2,173 Est. Cost $61.77 Unrealized +130.3%
IVW ISHARES TR 0.1%
Value ($000) $306 Shares 3,656 Est. Cost $83.76 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $306 Shares 1,845 Est. Cost $94.29 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $303 Shares 2,683 Est. Cost $67.94 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $287 Shares 2,466 Est. Cost $110.70 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $282 Shares 1,000 Est. Cost $164.95 Unrealized
WMT WALMART INC 0.1%
Value ($000) $277 Shares 1,914 Est. Cost $25.86 Unrealized +74.7%
DE DEERE & CO 0.1%
Value ($000) $275 Shares 803 Est. Cost $108.55 Unrealized +202.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $266 Shares 1,327 Est. Cost $63.28 Unrealized +175.4%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $266 Shares 4,200 Est. Cost $41.85 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $259 Shares 3,237 Est. Cost $56.72 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $221 Shares 5,287 Est. Cost $31.19 Unrealized +32.5%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $220 Shares 1,459 Est. Cost $67.85 Unrealized +90.4%
IJS ISHARES TR 0.1%
Value ($000) $216 Shares 2,071 Est. Cost $97.13 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $212 Shares 4,201 Est. Cost $46.57 Unrealized
FARO TECHNOLOGIES INC 0.1%
Value ($000) $210 Shares 3,000 Est. Cost $29.55 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $194 Shares 725 Est. Cost $141.00 Unrealized +62.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $187 Shares 483 Est. Cost $245.69 Unrealized +41.7%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $186 Shares 5,646 Est. Cost $30.06 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $183 Shares 2,997 Est. Cost $48.56 Unrealized +11.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $181 Shares 498 Est. Cost $182.38 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $177 Shares 3,400 Est. Cost $84.87 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $172 Shares 163 Est. Cost $165.78 Unrealized +102.3%
IWD ISHARES TR 0.0%
Value ($000) $158 Shares 943 Est. Cost $119.00 Unrealized
RFFC ALPS ETF TR 0.0%
Value ($000) $150 Shares 3,147 Est. Cost $47.66 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $146 Shares 4,064 Est. Cost $34.93 Unrealized 0.0%
ICF ISHARES TR 0.0%
Value ($000) $137 Shares 1,805 Est. Cost $77.21 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $132 Shares 1,199 Est. Cost $77.17 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $128 Shares 677 Est. Cost $99.87 Unrealized +116.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $126 Shares 354 Est. Cost $243.03 Unrealized +27.1%
META META PLATFORMS INC 0.0%
Value ($000) $124 Shares 370 Est. Cost $180.63 Unrealized +82.5%
AMZN AMAZON COM INC 0.0%
Value ($000) $120 Shares 36 Est. Cost $138.60 Unrealized +23.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $117 Shares 1,516 Est. Cost $88.08 Unrealized -9.4%
DES WISDOMTREE TR 0.0%
Value ($000) $107 Shares 3,249 Est. Cost $47.30 Unrealized
BLACKROCK ESG CAP ALLC TR 0.0%
Value ($000) $103 Shares 5,500 Est. Cost $18.73 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $96 Shares 1,543 Est. Cost $46.73 Unrealized +5.4%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $95 Shares 5,914 Est. Cost $16.06 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $93 Shares 311 Est. Cost $122.67 Unrealized +108.1%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $92 Shares 1,087 Est. Cost $76.58 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $91 Shares 1,806 Est. Cost $40.65 Unrealized +13.5%
BA BOEING CO 0.0%
Value ($000) $91 Shares 451 Est. Cost $249.92 Unrealized -15.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $87 Shares 296 Est. Cost $16.98 Unrealized +61.8%
PFF ISHARES TR 0.0%
Value ($000) $87 Shares 2,203 Est. Cost $37.86 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $85 Shares 1,063 Est. Cost $48.10 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $85 Shares 1,711 Est. Cost $42.84 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $83 Shares 500 Est. Cost $114.80 Unrealized +32.2%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $81 Shares 238 Est. Cost $315.13 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $79 Shares 1,074 Est. Cost $82.97 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $77 Shares 305 Est. Cost $204.89 Unrealized +9.1%
NEUBERGER BERMAN MUN FD INC 0.0%
Value ($000) $76 Shares 4,956 Est. Cost $15.34 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $75 Shares 4,692 Est. Cost $6.54 Unrealized +100.4%
RFDI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $70 Shares 952 Est. Cost $73.53 Unrealized
CSX CSX CORP 0.0%
Value ($000) $68 Shares 1,820 Est. Cost $26.75 Unrealized +24.4%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $68 Shares 619 Est. Cost $78.20 Unrealized +30.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $68 Shares 1,013 Est. Cost $40.71 Unrealized +35.7%
IWF ISHARES TR 0.0%
Value ($000) $68 Shares 222 Est. Cost $270.27 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $67 Shares 120 Est. Cost $22.77 Unrealized +279.8%
VFC V F CORP 0.0%
Value ($000) $66 Shares 900 Est. Cost $65.66 Unrealized +11.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $65 Shares 2,981 Est. Cost $26.06 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $63 Shares 624 Est. Cost $59.66 Unrealized +55.8%
GOOG ALPHABET INC 0.0%
Value ($000) $61 Shares 21 Est. Cost $49.62 Unrealized +189.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $61 Shares 21 Est. Cost $54.80 Unrealized +160.9%
TIP ISHARES TR 0.0%
Value ($000) $61 Shares 474 Est. Cost $112.95 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $60 Shares 240 Est. Cost $116.96 Unrealized +83.8%
NKE NIKE INC 0.0%
Value ($000) $60 Shares 363 Est. Cost $75.05 Unrealized +105.9%
IJT ISHARES TR 0.0%
Value ($000) $59 Shares 424 Est. Cost $164.92 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $59 Shares 374 Est. Cost $114.25 Unrealized +29.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $58 Shares 1,090 Est. Cost $53.21 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $58 Shares 146 Est. Cost $331.58 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $58 Shares 626 Est. Cost $82.77 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $57 Shares 1,115 Est. Cost $45.24 Unrealized 0.0%
EWL ISHARES INC 0.0%
Value ($000) $56 Shares 1,070 Est. Cost $48.60 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $56 Shares 1,923 Est. Cost $29.12 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $55 Shares 507 Est. Cost $66.10 Unrealized +34.5%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $55 Shares 172 Est. Cost $290.70 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $55 Shares 805 Est. Cost $42.48 Unrealized +28.8%
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $52 Shares 3,525 Est. Cost $14.75 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $51 Shares 810 Est. Cost $31.22 Unrealized +61.6%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $51 Shares 992 Est. Cost $47.47 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $50 Shares 400 Est. Cost $125.00 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $47 Shares 403 Est. Cost $66.94 Unrealized +43.6%
IXUS ISHARES TR 0.0%
Value ($000) $47 Shares 667 Est. Cost $57.94 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $46 Shares 487 Est. Cost $61.57 Unrealized +24.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $44 Shares 258 Est. Cost $131.58 Unrealized
TEKLA HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $44 Shares 1,713 Est. Cost $18.62 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $43 Shares 166 Est. Cost $160.68 Unrealized +36.8%
OXSQ OXFORD SQUARE CAP CORP 0.0%
Value ($000) $43 Shares 10,644 Est. Cost $4.16 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $41 Shares 168 Est. Cost $147.58 Unrealized +42.5%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $41 Shares 206 Est. Cost $186.27 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $41 Shares 226 Est. Cost $165.64 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $40 Shares 512 Est. Cost $58.42 Unrealized +6.4%
SPTM SPDR SER TR 0.0%
Value ($000) $40 Shares 683 Est. Cost $33.28 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $39 Shares 837 Est. Cost $71.16 Unrealized
EWD ISHARES INC 0.0%
Value ($000) $38 Shares 817 Est. Cost $46.51 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $37 Shares 276 Est. Cost $144.93 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $36 Shares 240 Est. Cost $248.00 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $36 Shares 820 Est. Cost $25.07 Unrealized +63.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $34 Shares 254 Est. Cost $87.54 Unrealized +26.8%
TWITTER INC 0.0%
Value ($000) $32 Shares 750 Est. Cost $18.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $32 Shares 241 Est. Cost $96.79 Unrealized +10.0%
NOBL PROSHARES TR 0.0%
Value ($000) $31 Shares 314 Est. Cost $89.17 Unrealized
VIRTUS ALLIANZGI ARTIFICIAL 0.0%
Value ($000) $31 Shares 1,250 Est. Cost $24.80 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $31 Shares 2,278 Est. Cost $11.69 Unrealized +18.8%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $31 Shares 1,230 Est. Cost $25.20 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $30 Shares 950 Est. Cost $36.75 Unrealized -15.5%
RIGS ALPS ETF TR 0.0%
Value ($000) $29 Shares 1,163 Est. Cost $24.94 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $29 Shares 1,510 Est. Cost $27.28 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $29 Shares 1,424 Est. Cost $35.74 Unrealized -40.1%
F FORD MTR CO DEL 0.0%
Value ($000) $28 Shares 1,330 Est. Cost $9.25 Unrealized +51.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 348 Est. Cost $60.44 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 521 Est. Cost $52.45 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $28 Shares 270 Est. Cost $103.70 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $27 Shares 229 Est. Cost $54.07 Unrealized +118.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 350 Est. Cost $54.29 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $27 Shares 356 Est. Cost $56.85 Unrealized +22.9%
QLD PROSHARES TR 0.0%
Value ($000) $27 Shares 300 Est. Cost $96.67 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $27 Shares 2,204 Est. Cost $12.59 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $27 Shares 493 Est. Cost $53.92 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 723 Est. Cost $38.25 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $26 Shares 154 Est. Cost $115.11 Unrealized +39.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $68.94 Unrealized -1.2%
BP BP PLC 0.0%
Value ($000) $25 Shares 946 Est. Cost $29.71 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $25 Shares 2,216 Est. Cost $4.66 Unrealized +221.0%
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $25 Shares 2,581 Est. Cost $9.69 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $24 Shares 498 Est. Cost $46.91 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $23 Shares 45 Est. Cost $511.11 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $23 Shares 391 Est. Cost $21.44 Unrealized +51.7%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $23 Shares 481 Est. Cost $41.85 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 108 Est. Cost $164.93 Unrealized +12.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $22 Shares 325 Est. Cost $44.01 Unrealized +25.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $22 Shares 350 Est. Cost $44.61 Unrealized +30.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 541 Est. Cost $31.26 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $21 Shares 729 Est. Cost $24.43 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $21 Shares 501 Est. Cost $40.58 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $20 Shares 346 Est. Cost $34.40 Unrealized
IBHG ISHARES TR 0.0%
Value ($000) $20 Shares 800 Est. Cost $25.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $20 Shares 518 Est. Cost $36.49 Unrealized +6.7%
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $18 Shares 812 Est. Cost $22.17 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $18 Shares 302 Est. Cost $44.48 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $89.81 Unrealized +59.7%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $18 Shares 402 Est. Cost $39.72 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $18 Shares 250 Est. Cost $64.00 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 +86.9%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 285 Est. Cost $54.84 Unrealized +4.3%
HYDB ISHARES TR 0.0%
Value ($000) $16 Shares 306 Est. Cost $49.02 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $16 Shares 415 Est. Cost $47.86 Unrealized -22.0%
EWC ISHARES INC 0.0%
Value ($000) $16 Shares 424 Est. Cost $37.74 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $16 Shares 285 Est. Cost $27.28 Unrealized +89.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 50 Est. Cost $300.00 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $16 Shares 129 Est. Cost $83.33 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) $15 Shares 110 Est. Cost $113.06 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 155 Est. Cost $49.47 Unrealized +75.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $15 Shares 357 Est. Cost $54.05 Unrealized -19.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $62.28 Unrealized +29.2%
MET METLIFE INC 0.0%
Value ($000) $15 Shares 234 Est. Cost $43.39 Unrealized +27.6%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 89 Est. Cost $134.83 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $15 Shares 210 Est. Cost $46.64 Unrealized +28.9%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $15 Shares 156 Est. Cost $62.95 Unrealized -2.2%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $14 Shares 75 Est. Cost $175.96 Unrealized +0.0%
AFL AFLAC INC 0.0%
Value ($000) $14 Shares 238 Est. Cost $34.95 Unrealized +45.8%
IMCB ISHARES TR 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $38.62 Unrealized +34.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $14 Shares 116 Est. Cost $67.01 Unrealized +52.5%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $13 Shares 707 Est. Cost $17.56 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 272 Est. Cost $44.12 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 110 Est. Cost $190.85 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $12 Shares 87 Est. Cost $135.89 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $12 Shares 144 Est. Cost $80.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $150.31 Unrealized +12.1%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $11 Shares 62 Est. Cost $112.90 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $11 Shares 1,228 Est. Cost $29.56 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $11 Shares 51 Est. Cost $156.39 Unrealized +19.4%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.33 Unrealized -16.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 23 Est. Cost $400.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $407.75 Unrealized -7.1%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 50 Est. Cost $160.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $115.22 Unrealized 0.0%
PRSU VIAD CORP 0.0%
Value ($000) $10 Shares 230 Est. Cost $39.89 Unrealized +14.5%
SPIP SPDR SER TR 0.0%
Value ($000) $10 Shares 305 Est. Cost $32.79 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $10 Shares 386 Est. Cost $25.91 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,573 Est. Cost $6.78 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $9 Shares 131 Est. Cost $33.12 Unrealized +80.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $28.18 Unrealized +31.8%
LMPX LMP AUTOMOTIVE HLDGS INC 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $0.01 Unrealized -2.9%
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $122.15 Unrealized +19.6%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $9 Shares 583 Est. Cost $13.72 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $9 Shares 78 Est. Cost $121.79 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.00 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $9 Shares 49 Est. Cost $122.45 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $8 Shares 72 Est. Cost $97.22 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $8 Shares 400 Est. Cost $40.21 Unrealized -40.5%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $8 Shares 6 Est. Cost $749.93 Unrealized +87.3%
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $8 Shares 500 Est. Cost $18.00 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 45 Est. Cost $109.54 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 206 Est. Cost $32.86 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 362 Est. Cost $20.36 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $184.45 Unrealized -13.8%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.22 Unrealized +15.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $7 Shares 107 Est. Cost $65.42 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $7 Shares 150 Est. Cost $38.39 Unrealized +15.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.47 Unrealized -4.3%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 341 Est. Cost $20.53 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $7 Shares 117 Est. Cost $55.01 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.80 Unrealized +40.1%
GLTR ABERDEEN STD PRECIOUS METALS 0.0%
Value ($000) $6 Shares 71 Est. Cost $98.16 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $19.39 Unrealized -27.8%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 93 Est. Cost $61.67 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 209 Est. Cost $30.86 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $6 Shares 24 Est. Cost $198.14 Unrealized +40.1%
NI NISOURCE INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.14 Unrealized +16.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 15 Est. Cost $400.00 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $6 Shares 128 Est. Cost $29.99 Unrealized +54.7%
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
EPR EPR PPTYS 0.0%
Value ($000) $5 Shares 111 Est. Cost $72.07 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.00 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $69.89 Unrealized +45.5%
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 36 Est. Cost $79.53 Unrealized +49.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.90 Unrealized +17.5%
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 52 Est. Cost $44.05 Unrealized +101.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $5 Shares 76 Est. Cost $34.05 Unrealized +61.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $71.86 Unrealized +10.4%
XSOE WISDOMTREE TR 0.0%
Value ($000) $5 Shares 146 Est. Cost $34.25 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 90 Est. Cost $39.21 Unrealized +4.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $41.70 Unrealized -3.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 230 Est. Cost $26.14 Unrealized -15.5%
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $42.56 Unrealized +50.1%
DOW DOW INC 0.0%
Value ($000) $4 Shares 71 Est. Cost $36.37 Unrealized +23.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 109 Est. Cost $21.41 Unrealized +37.8%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $288.38 Unrealized +1.1%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.29 Unrealized -0.6%
ALLAKOS INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $10.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $247.84 Unrealized +6.4%
GASS STEALTHGAS INC 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.44 Unrealized +3.8%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 132 Est. Cost $28.19 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $4 Shares 25 Est. Cost $80.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $110.02 Unrealized +14.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.47 Unrealized +85.5%
ATLASSIAN CORP PLC 0.0%
Value ($000) $3 Shares 8 Est. Cost $125.00 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $3 Shares 75 Est. Cost $28.00 Unrealized +16.6%
NOK NOKIA CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.20 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $3 Shares 154 Est. Cost $9.83 Unrealized +61.3%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.94 Unrealized -6.8%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $57.70 Unrealized +57.8%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $3 Shares 63 Est. Cost $30.75 Unrealized +74.5%
IBDT ISHARES TR 0.0%
Value ($000) $3 Shares 105 Est. Cost $27.40 Unrealized
FSLY FASTLY INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $88.16 Unrealized -50.7%
HAUZ DBX ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SPLUNK INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $181.82 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $3 Shares 124 Est. Cost $23.02 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $3 Shares 42 Est. Cost $35.71 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $107.74 Unrealized -21.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $27.24 Unrealized +7.2%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $78.36 Unrealized +78.7%
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $160.31 Unrealized +130.5%
APPN APPIAN CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $176.92 Unrealized -53.0%
LUCID GROUP INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.11 Unrealized +25.2%
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $21.88 Unrealized +107.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $168.08 Unrealized +42.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $42.44 Unrealized
QMOM ALPHA ARCHITECT ETF TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.29 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $2 Shares 87 Est. Cost $28.30 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $161.65 Unrealized +71.8%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.57 Unrealized -29.3%
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 77 Est. Cost $26.96 Unrealized +0.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.77 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.78 Unrealized +122.9%
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
V VISA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $215.84 Unrealized -3.6%
VIACOMCBS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $29.52 Unrealized +54.0%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.06 Unrealized +58.9%
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $23.93 Unrealized +157.8%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.02 Unrealized +74.0%
EVERBRIDGE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $22.99 Unrealized +10.4%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.29 Unrealized +103.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $177.44 Unrealized +175.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.59 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $132.86 Unrealized +63.1%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $135.51 Unrealized +77.8%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.25 Unrealized -31.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $99.39 Unrealized -17.0%
IMPERIAL PETE INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.00 Unrealized
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $1 Shares 82 Est. Cost $12.20 Unrealized
SCHNITZER STEEL INDS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.33 Unrealized
NMM NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $33.80 Unrealized +60.2%
XL FLEET CORP 0.0%
Value ($000) $0 Shares 110 Est. Cost $27.27 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.33 Unrealized +3.2%
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.01 Unrealized -0.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $112.75 Unrealized -5.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $0 Shares 22 Est. Cost $4.71 Unrealized -54.4%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.95 Unrealized +7.4%
FLR FLUOR CORP NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.83 Unrealized -45.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.16 Unrealized 0.0%
TWO HBRS INVT CORP 0.0%
Value ($000) $0 Shares 83 Est. Cost Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $197.24 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $11.28 Unrealized -45.7%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.17 Unrealized +189.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.31 Unrealized 0.0%
MONEYGRAM INTL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.83 Unrealized +8.6%
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 +20.8%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
HITI HIGH TIDE INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.01 Unrealized -28.1%
OCGN OCUGEN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.65 Unrealized +13.6%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized +11.4%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized +29.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.34 Unrealized +21.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.71 Unrealized