VUG Vanguard Growth ETF | $83,528,101 | $5,666,716 ▼ | -6.4% | 268,683 | 14.4% | ETF |
DFLV Dimensional US Large Cap Value ETF | $56,362,049 | $3,426,017 ▼ | -5.7% | 2,083,625 | 9.7% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $49,410,635 | $2,125,647 ▼ | -4.1% | 1,336,145 | 8.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $23,136,368 | $957,407 ▼ | -4.0% | 95,696 | 4.0% | ETF |
VTV Vanguard Value ETF | $22,948,413 | $706,836 ▼ | -3.0% | 153,501 | 4.0% | ETF |
NVDA NVIDIA | $20,808,737 | $19,652,889 ▲ | 1,700.3% | 42,019 | 3.6% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $20,305,546 | $964,804 ▼ | -4.5% | 697,306 | 3.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $19,398,585 | $769,117 ▼ | -3.8% | 777,187 | 3.3% | ETF |
AAPL Apple | $19,192,745 | $4,042,939 ▲ | 26.7% | 99,687 | 3.3% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $17,437,990 | $1,035,454 ▼ | -5.6% | 333,231 | 3.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $13,379,343 | $361,310 ▼ | -2.6% | 279,318 | 2.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $13,083,457 | $56,984 ▼ | -0.4% | 351,517 | 2.3% | ETF |
MSFT Microsoft | $12,544,014 | $8,016,090 ▲ | 177.0% | 33,358 | 2.2% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $12,513,999 | $121,353 ▼ | -1.0% | 481,678 | 2.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $12,267,060 | $232,068 ▼ | -1.9% | 480,496 | 2.1% | ETF |
BND Vanguard Total Bond Market ETF | $10,447,099 | $35,525 ▲ | 0.3% | 142,041 | 1.8% | ETF |
BA Boeing | $6,411,132 | $5,180,568 ▲ | 421.0% | 24,596 | 1.1% | Aerospace |
VOE Vanguard Mid-Cap Value ETF | $4,971,531 | $171,402 ▼ | -3.3% | 34,284 | 0.9% | ETF |
AMD Advanced Micro Devices | $4,829,420 | $4,403,407 ▲ | 1,033.6% | 32,762 | 0.8% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $4,799,029 | $183,747 ▼ | -3.7% | 26,666 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,499,687 | $18,742 ▲ | 0.4% | 109,481 | 0.8% | ETF |
NKE NIKE | $4,231,526 | $7,708 ▲ | 0.2% | 38,975 | 0.7% | Consumer Discretionary |
VOT Vanguard Mid-Cap Growth ETF | $4,211,405 | $291,593 ▼ | -6.5% | 19,180 | 0.7% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $4,054,539 | $139,457 ▼ | -3.3% | 14,973 | 0.7% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $3,985,835 | $149,282 ▲ | 3.9% | 138,493 | 0.7% | Manufacturing |
AMZN Amazon.com | $3,716,148 | $316,187 ▲ | 9.3% | 24,458 | 0.6% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $3,333,877 | $19,290 ▼ | -0.6% | 44,245 | 0.6% | Finance |
RGA Reinsurance Group of America | $3,265,652 | $485 ▲ | 0.0% | 20,186 | 0.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $3,249,055 | $1,146,865 ▲ | 54.6% | 6,836 | 0.6% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,207,361 | $27,590 ▼ | -0.9% | 10,579 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $2,785,378 | $99,503 ▼ | -3.4% | 7,810 | 0.5% | Finance |
SCHX Schwab US Large-Cap ETF | $2,617,693 | $145,738 ▼ | -5.3% | 46,413 | 0.5% | ETF |
GOOG Alphabet | $2,546,540 | $2,255 ▼ | -0.1% | 18,070 | 0.4% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $2,470,880 | $164,097 ▲ | 7.1% | 14,952 | 0.4% | ETF |
GOF Guggenheim Strategic Opportunities Fund | $2,328,130 | $60,186 ▲ | 2.7% | 181,885 | 0.4% | Financial Services |
USMV iShares MSCI USA Min Vol Factor ETF | $2,182,468 | $151,376 ▼ | -6.5% | 27,970 | 0.4% | ETF |
DVY iShares Select Dividend ETF | $1,973,786 | $95,888 ▼ | -4.6% | 16,838 | 0.3% | ETF |
EMR Emerson Electric | $1,949,052 | $321,873 ▼ | -14.2% | 20,025 | 0.3% | Industrial Products |
MCD McDonald's | $1,903,377 | $11,861 ▼ | -0.6% | 6,419 | 0.3% | Retail/Wholesale |
FCX Freeport-McMoRan | $1,592,703 | | 0.0% | 37,414 | 0.3% | Basic Materials |
VNQ Vanguard Real Estate ETF | $1,584,496 | $144,648 ▼ | -8.4% | 17,932 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,563,106 | $34,168 ▲ | 2.2% | 9,973 | 0.3% | Medical |
VO Vanguard Mid-Cap ETF | $1,529,364 | $63,976 ▲ | 4.4% | 6,574 | 0.3% | ETF |
VOOV Vanguard S&P 500 Value ETF | $1,513,733 | $1,680 ▲ | 0.1% | 9,012 | 0.3% | ETF |
PEP PepsiCo | $1,450,339 | $83,056 ▼ | -5.4% | 8,539 | 0.3% | Consumer Staples |
NEE NextEra Energy | $1,417,720 | $80,298 ▲ | 6.0% | 23,341 | 0.2% | Utilities |
AMAT Applied Materials | $1,406,768 | $285,243 ▲ | 25.4% | 8,680 | 0.2% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $1,385,829 | | 0.0% | 12,414 | 0.2% | ETF |
BAC Bank of America | $1,317,289 | $25,118 ▲ | 1.9% | 39,124 | 0.2% | Finance |
VV Vanguard Large-Cap ETF | $1,287,465 | | 0.0% | 5,902 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,274,384 | $318,359 ▲ | 33.3% | 5,372 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,266,445 | $239,374 ▼ | -15.9% | 15,581 | 0.2% | ETF |
WMT Walmart | $1,246,138 | $6,306 ▲ | 0.5% | 7,904 | 0.2% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $1,238,495 | $328,610 ▲ | 36.1% | 2,593 | 0.2% | ETF |
MA Mastercard | $1,222,462 | $312,227 ▲ | 34.3% | 2,866 | 0.2% | Business Services |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $1,205,012 | $41,318 ▲ | 3.6% | 11,199 | 0.2% | ETF |
UNH UnitedHealth Group | $1,153,453 | $201,104 ▲ | 21.1% | 2,191 | 0.2% | Medical |
ABBV AbbVie | $1,134,857 | $146,448 ▲ | 14.8% | 7,323 | 0.2% | Medical |
TSLA Tesla | $1,117,914 | $24,848 ▼ | -2.2% | 4,499 | 0.2% | Auto/Tires/Trucks |
PG Procter & Gamble | $1,114,134 | $12,309 ▲ | 1.1% | 7,603 | 0.2% | Consumer Staples |
SF Stifel Financial | $1,103,911 | | 0.0% | 15,964 | 0.2% | Finance |
MU Micron Technology | $1,099,055 | $85 ▲ | 0.0% | 12,879 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $1,094,949 | $37,898 ▲ | 3.6% | 1,878 | 0.2% | Medical |
BSV Vanguard Short-Term Bond ETF | $1,082,955 | $373,693 ▼ | -25.7% | 14,061 | 0.2% | ETF |
EFSC Enterprise Financial Services | $1,058,026 | | 0.0% | 23,696 | 0.2% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,048,612 | $114,512 ▲ | 12.3% | 20,732 | 0.2% | ETF |
AEE Ameren | $1,042,211 | $39,932 ▼ | -3.7% | 14,407 | 0.2% | Utilities |
JPM JPMorgan Chase & Co. | $1,038,955 | $88,281 ▲ | 9.3% | 6,108 | 0.2% | Finance |
HPQ HP | $1,027,453 | $4,393 ▲ | 0.4% | 34,146 | 0.2% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $1,018,969 | $19,717 ▲ | 2.0% | 6,925 | 0.2% | ETF |
GOOGL Alphabet | $955,200 | $227,555 ▲ | 31.3% | 6,838 | 0.2% | Computer and Technology |
EPD Enterprise Products Partners | $949,984 | $474 ▲ | 0.0% | 36,053 | 0.2% | Oils/Energy |
MMT MFS Multimarket Income Trust | $948,163 | $20,480 ▼ | -2.1% | 208,387 | 0.2% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $942,019 | | 0.0% | 8,952 | 0.2% | ETF |
ADV Advantage Solutions | $923,100 | $108,600 ▲ | 13.3% | 255,000 | 0.2% | Business Services |
COST Costco Wholesale | $914,720 | $32,999 ▲ | 3.7% | 1,386 | 0.2% | Retail/Wholesale |
HDV iShares Core High Dividend ETF | $910,868 | $76,288 ▼ | -7.7% | 8,931 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $889,297 | $90,003 ▼ | -9.2% | 15,246 | 0.2% | ETF |
OKE ONEOK | $887,493 | $1,896 ▲ | 0.2% | 12,639 | 0.2% | Oils/Energy |
SLYG SPDR S&P 600 Small Cap Growth ETF | $883,699 | $18,147 ▼ | -2.0% | 10,567 | 0.2% | ETF |
HPE Hewlett Packard Enterprise | $849,000 | | 0.0% | 50,000 | 0.1% | Computer and Technology |
CVX Chevron | $840,472 | $36,244 ▲ | 4.5% | 5,635 | 0.1% | Oils/Energy |
VIG Vanguard Dividend Appreciation ETF | $838,931 | | 0.0% | 4,923 | 0.1% | ETF |
USB U.S. Bancorp | $831,971 | $11,469 ▲ | 1.4% | 19,223 | 0.1% | Finance |
LOW Lowe's Companies | $826,128 | $4,674 ▲ | 0.6% | 3,712 | 0.1% | Retail/Wholesale |
O Realty Income | $825,346 | $252,990 ▼ | -23.5% | 14,374 | 0.1% | Finance |
VB Vanguard Small-Cap ETF | $821,321 | $235,303 ▼ | -22.3% | 3,850 | 0.1% | ETF |
CSCO Cisco Systems | $787,071 | | 0.0% | 15,579 | 0.1% | Computer and Technology |
HD Home Depot | $763,261 | $144,888 ▲ | 23.4% | 2,202 | 0.1% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $757,864 | $16,726 ▼ | -2.2% | 4,803 | 0.1% | ETF |
PFE Pfizer | $728,797 | $1,209 ▲ | 0.2% | 25,314 | 0.1% | Medical |
UNP Union Pacific | $715,444 | $4,912 ▼ | -0.7% | 2,913 | 0.1% | Transportation |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $709,560 | $79,603 ▼ | -10.1% | 10,233 | 0.1% | ETF |
ABT Abbott Laboratories | $655,419 | $40,283 ▲ | 6.5% | 5,955 | 0.1% | Medical |
XEL Xcel Energy | $650,303 | $1,548 ▲ | 0.2% | 10,504 | 0.1% | Utilities |
DFAC Dimensional U.S. Core Equity 2 ETF | $626,028 | $88 ▲ | 0.0% | 21,417 | 0.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $616,685 | $2,212 ▲ | 0.4% | 9,479 | 0.1% | ETF |
KO Coca-Cola | $606,198 | $17,679 ▲ | 3.0% | 10,287 | 0.1% | Consumer Staples |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | $604,855 | $50,039 ▼ | -7.6% | 16,947 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $602,606 | $1,163 ▲ | 0.2% | 5,182 | 0.1% | ETF |
V Visa | $598,487 | $217,111 ▲ | 56.9% | 2,299 | 0.1% | Business Services |
IWN iShares Russell 2000 Value ETF | $597,697 | $932 ▲ | 0.2% | 3,848 | 0.1% | ETF |
VTWO Vanguard Russell 2000 ETF | $593,247 | | 0.0% | 7,315 | 0.1% | ETF |
WM Waste Management | $570,971 | $716 ▼ | -0.1% | 3,188 | 0.1% | Business Services |
MMU Western Asset Managed Municipals Fund | $564,740 | | 0.0% | 55,530 | 0.1% | Finance |
MTUM iShares MSCI USA Momentum Factor ETF | $561,908 | $40,472 ▼ | -6.7% | 3,582 | 0.1% | ETF |
QQQ Invesco QQQ | $552,967 | $6,144 ▼ | -1.1% | 1,350 | 0.1% | Finance |
CNC Centene | $544,924 | $130,164 ▼ | -19.3% | 7,343 | 0.1% | Medical |
BRK.A Berkshire Hathaway | $542,625 | | 0.0% | 1 | 0.1% | Finance |
DFAU Dimensional US Core Equity Market ETF | $540,455 | $52,170 ▲ | 10.7% | 16,254 | 0.1% | ETF |
JPC Nuveen Preferred & Income Opportunities Fund | $517,727 | $14,595 ▼ | -2.7% | 76,587 | 0.1% | Financial Services |
PSX Phillips 66 | $515,945 | $13,182 ▼ | -2.5% | 3,875 | 0.1% | Oils/Energy |
MGC Vanguard Mega Cap ETF | $495,659 | | 0.0% | 2,928 | 0.1% | ETF |
INTC Intel | $488,256 | $201 ▲ | 0.0% | 9,717 | 0.1% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $486,993 | $209 ▲ | 0.0% | 4,662 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $477,822 | $69,225 ▲ | 16.9% | 6,792 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $474,217 | $474,217 ▲ | New Holding | 4,778 | 0.1% | Finance |
VT Vanguard Total World Stock ETF | $472,631 | $472,631 ▲ | New Holding | 4,594 | 0.1% | ETF |
META Meta Platforms | $464,042 | | 0.0% | 1,311 | 0.1% | Computer and Technology |
ACN Accenture | $455,684 | $12,629 ▲ | 2.9% | 1,299 | 0.1% | Business Services |
MS Morgan Stanley | $448,717 | $9,511 ▲ | 2.2% | 4,812 | 0.1% | Finance |
SO Southern | $447,057 | $10,587 ▼ | -2.3% | 6,376 | 0.1% | Utilities |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $440,431 | $7,410 ▲ | 1.7% | 5,052 | 0.1% | ETF |
IAU iShares Gold Trust | $439,352 | $1,912 ▼ | -0.4% | 11,257 | 0.1% | Finance |
LMT Lockheed Martin | $419,489 | $5,889 ▲ | 1.4% | 926 | 0.1% | Aerospace |
IJK iShares S&P Mid-Cap 400 Growth ETF | $402,274 | $2,139 ▲ | 0.5% | 5,078 | 0.1% | ETF |
AMGN Amgen | $402,076 | $4,320 ▲ | 1.1% | 1,396 | 0.1% | Medical |
SCHD Schwab US Dividend Equity ETF | $383,771 | $383,771 ▲ | New Holding | 5,041 | 0.1% | ETF |
ADP Automatic Data Processing | $364,831 | $9,319 ▲ | 2.6% | 1,566 | 0.1% | Business Services |
GD General Dynamics | $354,450 | $10,387 ▼ | -2.8% | 1,365 | 0.1% | Aerospace |
URI United Rentals | $341,185 | $341,185 ▲ | New Holding | 595 | 0.1% | Construction |
CMCSA Comcast | $338,694 | $42,885 ▲ | 14.5% | 7,724 | 0.1% | Consumer Discretionary |
XOM Exxon Mobil | $336,998 | $10,197 ▲ | 3.1% | 3,371 | 0.1% | Oils/Energy |
NFLX Netflix | $336,921 | | 0.0% | 692 | 0.1% | Consumer Discretionary |
T AT&T | $332,486 | $77,492 ▼ | -18.9% | 19,814 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $326,521 | $12,647 ▲ | 4.0% | 2,995 | 0.1% | Medical |
GLD SPDR Gold Shares | $324,586 | $4,397 ▼ | -1.3% | 1,698 | 0.1% | Finance |
APAM Artisan Partners Asset Management | $320,835 | $486 ▼ | -0.2% | 7,262 | 0.1% | Finance |
RTX RTX | $318,314 | $44,933 ▼ | -12.4% | 3,783 | 0.1% | Aerospace |
SCHF Schwab International Equity ETF | $317,856 | $317,856 ▲ | New Holding | 8,600 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $315,449 | $315,449 ▲ | New Holding | 4,130 | 0.1% | ETF |
CHD Church & Dwight | $314,696 | | 0.0% | 3,328 | 0.1% | Consumer Staples |
BMY Bristol-Myers Squibb | $305,451 | $4,669 ▼ | -1.5% | 5,953 | 0.1% | Medical |
DHI D.R. Horton | $304,720 | $304,720 ▲ | New Holding | 2,005 | 0.1% | Construction |
IWO iShares Russell 2000 Growth ETF | $303,566 | $504 ▼ | -0.2% | 1,204 | 0.1% | ETF |
ET Energy Transfer | $302,949 | $317 ▲ | 0.1% | 21,953 | 0.1% | Oils/Energy |
THFF First Financial | $301,898 | | 0.0% | 7,016 | 0.1% | Finance |
MDLZ Mondelez International | $294,184 | $217 ▲ | 0.1% | 4,062 | 0.1% | Consumer Staples |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $294,165 | $1,858 ▲ | 0.6% | 3,324 | 0.1% | ETF |
PDT John Hancock Premium Dividend Fund | $293,497 | $330 ▲ | 0.1% | 27,558 | 0.1% | Finance |
SRPT Sarepta Therapeutics | $286,301 | | 0.0% | 2,969 | 0.0% | Medical |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $284,663 | $31,518 ▼ | -10.0% | 5,121 | 0.0% | ETF |
VFVA Vanguard U.S. Value Factor | $283,744 | $44,962 ▼ | -13.7% | 2,518 | 0.0% | ETF |
DUK Duke Energy | $281,243 | $194 ▼ | -0.1% | 2,898 | 0.0% | Utilities |
CSQ Calamos Strategic Total Return Fund | $278,160 | $3,138 ▲ | 1.1% | 18,706 | 0.0% | Financial Services |
CDW CDW | $274,830 | $274,830 ▲ | New Holding | 1,209 | 0.0% | Computer and Technology |
DHR Danaher | $274,635 | $274,635 ▲ | New Holding | 1,187 | 0.0% | Multi-Sector Conglomerates |
SR Spire | $271,205 | $30,238 ▼ | -10.0% | 4,350 | 0.0% | Utilities |
DE Deere & Company | $268,496 | $2,401 ▼ | -0.9% | 671 | 0.0% | Industrial Products |
NOC Northrop Grumman | $263,563 | | 0.0% | 563 | 0.0% | Aerospace |
IBM International Business Machines | $263,437 | $21,912 ▼ | -7.7% | 1,611 | 0.0% | Computer and Technology |
WFC Wells Fargo & Company | $262,290 | $788 ▲ | 0.3% | 5,329 | 0.0% | Finance |
PFGC Performance Food Group | $257,376 | $257,376 ▲ | New Holding | 3,722 | 0.0% | Retail/Wholesale |
CRM Salesforce | $257,088 | $257,088 ▲ | New Holding | 977 | 0.0% | Computer and Technology |
TRGP Targa Resources | $252,803 | | 0.0% | 2,910 | 0.0% | Oils/Energy |
ORCL Oracle | $248,499 | $13,073 ▼ | -5.0% | 2,357 | 0.0% | Computer and Technology |
TIP iShares TIPS Bond ETF | $243,968 | $752 ▲ | 0.3% | 2,270 | 0.0% | ETF |
WMB Williams Companies | $243,244 | $174 ▲ | 0.1% | 6,984 | 0.0% | Oils/Energy |
XMHQ Invesco S&P MidCap Quality ETF | $241,114 | $241,114 ▲ | New Holding | 2,718 | 0.0% | ETF |
BMVP Invesco Bloomberg MVP Multi-factor ETF | $239,046 | | 0.0% | 5,898 | 0.0% | ETF |
TXN Texas Instruments | $238,133 | $31,024 ▼ | -11.5% | 1,397 | 0.0% | Computer and Technology |
KYN Kayne Anderson Energy Infrastructure Fund | $234,116 | $19,079 ▲ | 8.9% | 26,665 | 0.0% | Financial Services |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $231,550 | $103,895 ▼ | -31.0% | 3,060 | 0.0% | ETF |
MPLX Mplx | $230,822 | | 0.0% | 6,286 | 0.0% | Oils/Energy |
MMM 3M | $230,623 | $15,521 ▼ | -6.3% | 2,110 | 0.0% | Multi-Sector Conglomerates |
IJR iShares Core S&P Small-Cap ETF | $229,743 | $229,743 ▲ | New Holding | 2,122 | 0.0% | ETF |
WELL Welltower | $225,425 | $90,170 ▼ | -28.6% | 2,500 | 0.0% | Finance |
SBUX Starbucks | $223,462 | $17,862 ▼ | -7.4% | 2,327 | 0.0% | Retail/Wholesale |
VEU Vanguard FTSE All-World ex-US ETF | $223,325 | | 0.0% | 3,978 | 0.0% | ETF |
TT Trane Technologies | $219,510 | $219,510 ▲ | New Holding | 900 | 0.0% | Business Services |
BRBR BellRing Brands | $219,503 | $219,503 ▲ | New Holding | 3,960 | 0.0% | Medical |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $216,794 | $216,794 ▲ | New Holding | 2,207 | 0.0% | ETF |
OTEX Open Text | $212,831 | $212,831 ▲ | New Holding | 5,065 | 0.0% | Computer and Technology |
CME CME Group | $210,600 | | 0.0% | 1,000 | 0.0% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $210,284 | $210,284 ▲ | New Holding | 2,040 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $208,694 | $52,104 ▼ | -20.0% | 753 | 0.0% | ETF |
AEP American Electric Power | $208,210 | $208,210 ▲ | New Holding | 2,564 | 0.0% | Utilities |
CPRT Copart | $207,760 | $207,760 ▲ | New Holding | 4,240 | 0.0% | Business Services |
ADM Archer-Daniels-Midland | $206,116 | $7,222 ▲ | 3.6% | 2,854 | 0.0% | Consumer Staples |
DIS Walt Disney | $202,815 | $25,374 ▼ | -11.1% | 2,246 | 0.0% | Consumer Discretionary |
FIS Fidelity National Information Services | $201,655 | $33,459 ▼ | -14.2% | 3,357 | 0.0% | Business Services |
PRM Perimeter Solutions | $111,981 | | 0.0% | 24,344 | 0.0% | Basic Materials |
PFO Flaherty & Crumrine Preferred Income Opportunity Fund | $94,117 | | 0.0% | 11,824 | 0.0% | Finance |
BB BlackBerry | $56,852 | | 0.0% | 16,060 | 0.0% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $0 | $392,028 ▼ | -100.0% | 0 | 0.0% | ETF |
EELV Invesco S&P Emerging Markets Low Volatility ETF | $0 | $363,099 ▼ | -100.0% | 0 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $0 | $307,890 ▼ | -100.0% | 0 | 0.0% | Finance |
MDYV SPDR S&P 400 Mid Cap Value ETF | $0 | $303,091 ▼ | -100.0% | 0 | 0.0% | ETF |
MDT Medtronic | $0 | $233,395 ▼ | -100.0% | 0 | 0.0% | Medical |
GLDM SPDR Gold MiniShares Trust | $0 | $221,170 ▼ | -100.0% | 0 | 0.0% | Finance |
