$117 Million is the total value of My Personal CFO, LLC's 75 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OVV | Exit | OVINTIV INC | $0 | – | -7 | -100.0% | 0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -5 | -100.0% | 0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -2 | -100.0% | 0.00% | – |
| SIFY | Exit | SIFY TECHNOLOGIES LTDsponsored ads | $0 | – | -246 | -100.0% | 0.00% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -9 | -100.0% | 0.00% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| Exit | GINKGO BIOWORKS HOLDINGS INC | $0 | – | -172 | -100.0% | 0.00% | – | |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| Exit | EMBECTA CORP | $0 | – | -12 | -100.0% | 0.00% | – | |
| NCR | Exit | NCR CORP NEW | $0 | – | -21 | -100.0% | 0.00% | – |
| BKI | Exit | BLACK KNIGHT INC | $0 | – | -5 | -100.0% | 0.00% | – |
| EC | Exit | ECOPETROL S Asponsored ads | $0 | – | -38 | -100.0% | 0.00% | – |
| CZR | Exit | CAESARS ENTERTAINMENT INC NE | $0 | – | -7 | -100.0% | 0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -7 | -100.0% | 0.00% | – |
| FOX | Exit | FOX CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| Exit | TWO HBRS INVT CORP | $0 | – | -14 | -100.0% | 0.00% | – | |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -1 | -100.0% | 0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -8 | -100.0% | 0.00% | – |
| COO | Exit | COOPER COS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| ARMK | Exit | ARAMARK | $0 | – | -8 | -100.0% | 0.00% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BOH | Exit | BANK HAWAII CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -21 | -100.0% | 0.00% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -2 | -100.0% | 0.00% | – |
| SUI | Exit | SUN CMNTYS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -5 | -100.0% | 0.00% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -12 | -100.0% | 0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -9 | -100.0% | 0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -12 | -100.0% | 0.00% | – |
| MLI | Exit | MUELLER INDS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -16 | -100.0% | 0.00% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -78 | -100.0% | 0.00% | – |
| FLS | Exit | FLOWSERVE CORP | $0 | – | -16 | -100.0% | 0.00% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -2 | -100.0% | 0.00% | – |
| Exit | GLOBALFOUNDRIES INCordinary shares | $0 | – | -7 | -100.0% | 0.00% | – | |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -3 | -100.0% | 0.00% | – |
| CEPU | Exit | CENTRAL PUERTO S Asponsored adr | $0 | – | -52 | -100.0% | 0.00% | – |
| SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| MKSI | Exit | MKS INSTRS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| NRZ | Exit | RITHM CAPITAL CORP | $0 | – | -43 | -100.0% | 0.00% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| Exit | ROBINHOOD MKTS INC | $0 | – | -36 | -100.0% | 0.00% | – | |
| BMA | Exit | BANCO MACRO SAspon adr b | $0 | – | -28 | -100.0% | 0.00% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC | $0 | – | -34 | -100.0% | 0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| PAC | Exit | GRUPO AEROPUERTO DEL PACIFICspon adr b | $0 | – | -3 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -54 | -100.0% | 0.00% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -23 | -100.0% | 0.00% | – |
| Exit | GRUPO AVAL ACCIONES Y VALOREsponsored ads | $0 | – | -113 | -100.0% | 0.00% | – | |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -18 | -100.0% | 0.00% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -3 | -100.0% | 0.00% | – |
| IAA | Exit | IAA INC | $0 | – | -6 | -100.0% | 0.00% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -7 | -100.0% | 0.00% | – |
| CDAY | Exit | CERIDIAN HCM HLDG INC | $0 | – | -5 | -100.0% | 0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -7 | -100.0% | 0.00% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -34 | -100.0% | 0.00% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -12 | -100.0% | 0.00% | – |
| WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -19 | -100.0% | 0.00% | – |
| OIIM | Exit | O2MICRO INTERNATIONAL LIMITEspons adr | $0 | – | -47 | -100.0% | 0.00% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -10 | -100.0% | 0.00% | – |
| NATI | Exit | NATIONAL INSTRS CORP | $0 | – | -7 | -100.0% | 0.00% | – |
| IRS | Exit | IRSA INVERSIONES Y REP S Aglobl dep rcpt | $0 | – | -105 | -100.0% | 0.00% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -6 | -100.0% | 0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -19 | -100.0% | 0.00% | – |
| CCU | Exit | COMPANIA CERVECERIAS UNIDASsponsored adr | $0 | – | -16 | -100.0% | 0.00% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -9 | -100.0% | 0.00% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| RNR | Exit | RENAISSANCERE HLDGS LTD | $0 | – | -2 | -100.0% | 0.00% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -39 | -100.0% | 0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -1 | -100.0% | 0.00% | – |
| SON | Exit | SONOCO PRODS CO | $0 | – | -6 | -100.0% | 0.00% | – |
| LEA | Exit | LEAR CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| BB | Exit | BLACKBERRY LTD | $0 | – | -100 | -100.0% | 0.00% | – |
| SEE | Exit | SEALED AIR CORP NEW | $0 | – | -5 | -100.0% | 0.00% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -4 | -100.0% | 0.00% | – |
| AMCR | Exit | AMCOR PLCord | $0 | – | -33 | -100.0% | 0.00% | – |
| Exit | TOAST INCcl a | $0 | – | -18 | -100.0% | 0.00% | – | |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -4 | -100.0% | 0.00% | – |
| AM | Exit | ANTERO MIDSTREAM CORP | $0 | – | -34 | -100.0% | 0.00% | – |
| NWS | Exit | NEWS CORP NEWcl b | $0 | – | -20 | -100.0% | 0.00% | – |
| BKCC | Exit | BLACKROCK CAP INVT CORP | $0 | – | -108 | -100.0% | 0.00% | – |
| ACM | Exit | AECOM | $0 | – | -4 | -100.0% | 0.00% | – |
| PDCE | Exit | PDC ENERGY INC | $0 | – | -8 | -100.0% | 0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -6 | -100.0% | 0.00% | – |
| ITT | Exit | ITT INC | $0 | – | -4 | -100.0% | 0.00% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -3 | -100.0% | 0.00% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -3 | -100.0% | 0.00% | – |
| COLD | Exit | AMERICOLD REALTY TRUST INC | $0 | – | -10 | -100.0% | 0.00% | – |
| BBAR | Exit | BANCO BBVA ARGENTINA S Asponsored ads | $0 | – | -109 | -100.0% | 0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -14 | -100.0% | 0.00% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -44 | -100.0% | 0.00% | – |
| FYBR | Exit | FRONTIER COMMUNICATIONS PARE | $0 | – | -12 | -100.0% | 0.00% | – |
| FIVN | Exit | FIVE9 INC | $0 | – | -3 | -100.0% | 0.00% | – |
| AES | Exit | AES CORP | $0 | – | -17 | -100.0% | 0.00% | – |
| SUPV | Exit | GRUPO SUPERVIELLE S.A.sponsored adr | $0 | – | -108 | -100.0% | 0.00% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -4 | -100.0% | 0.00% | – |
| DRD | Exit | DRDGOLD LIMITEDspon adr repstg | $0 | – | -31 | -100.0% | 0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -3 | -100.0% | 0.00% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -26 | -100.0% | 0.00% | – |
| LOMA | Exit | LOMA NEGRA C I A S A MTN 14sponsored ads | $0 | – | -64 | -100.0% | 0.00% | – |
| SBSW | Exit | SIBANYE STILLWATER LTDsponsored adr | $0 | – | -24 | -100.0% | 0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -7 | -100.0% | 0.00% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| QS | Exit | QUANTUMSCAPE CORP | $0 | – | -61 | -100.0% | 0.00% | – |
| SIX | Exit | SIX FLAGS ENTMT CORP NEW | $0 | – | -12 | -100.0% | 0.00% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -11 | -100.0% | 0.00% | – |
| CASY | Exit | CASEYS GEN STORES INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BSAC | Exit | BANCO SANTANDER CHILE NEW | $0 | – | -15 | -100.0% | 0.00% | – |
| Exit | WOLFSPEED INC | $0 | – | -3 | -100.0% | 0.00% | – | |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -12 | -100.0% | 0.00% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -10 | -100.0% | 0.00% | – |
| CRESY | Exit | CRESUD S A C I F Y Asponsored adr | $0 | – | -53 | -100.0% | 0.00% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -36 | -100.0% | 0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -14 | -100.0% | 0.00% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -6 | -100.0% | 0.00% | – |
| GFI | Exit | GOLD FIELDS LTDsponsored adr | $0 | – | -24 | -100.0% | 0.00% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -6 | -100.0% | 0.00% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -5 | -100.0% | 0.00% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -3 | -100.0% | 0.00% | – |
| HRB | Exit | BLOCK H & R INC | $0 | – | -9 | -100.0% | 0.00% | – |
| NTNX | Exit | NUTANIX INCcl a | $0 | – | -17 | -100.0% | 0.00% | – |
| PCOR | Exit | PROCORE TECHNOLOGIES INC | $0 | – | -8 | -100.0% | 0.00% | – |
| XYL | Exit | XYLEM INC | $0 | – | -3 | -100.0% | 0.00% | – |
| CIB | Exit | BANCOLOMBIA S Aspon adr pref | $0 | – | -13 | -100.0% | 0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1 | -100.0% | 0.00% | – |
| GGAL | Exit | GRUPO FINANCIERO GALICIA S.Asponsored adr | $0 | – | -35 | -100.0% | 0.00% | – |
| OMAB | Exit | GRUPO AEROPORTUARIO DEL CENTspon adr | $0 | – | -6 | -100.0% | 0.00% | – |
| MANH | Exit | MANHATTAN ASSOCIATES INC | $0 | – | -4 | -100.0% | 0.00% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -6 | -100.0% | 0.00% | – |
| NSA | Exit | NATIONAL STORAGE AFFILIATES | $0 | – | -8 | -100.0% | 0.00% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -12 | -100.0% | 0.00% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC | $0 | – | -23 | -100.0% | 0.00% | – |
| BLNK | Exit | BLINK CHARGING CO | $0 | – | -44 | -100.0% | 0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1 | -100.0% | 0.00% | – |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -10 | -100.0% | 0.00% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -2 | -100.0% | 0.00% | – |
| YY | Exit | JOYY INC | $0 | – | -7 | -100.0% | 0.00% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -2 | -100.0% | -0.00% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -28 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -20 | -100.0% | -0.00% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -3 | -100.0% | -0.00% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -5 | -100.0% | -0.00% | – |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NE | $0 | – | -12 | -100.0% | -0.00% | – |
| PATH | Exit | UIPATH INCcl a | $0 | – | -49 | -100.0% | -0.00% | – |
| TASK | Exit | TASKUS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -6 | -100.0% | -0.00% | – |
| SFYX | Exit | TIDAL ETF TRsofi next 500 | $0 | – | -73 | -100.0% | -0.00% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -4 | -100.0% | -0.00% | – |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -30 | -100.0% | -0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -25 | -100.0% | -0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| WIRE | Exit | ENCORE WIRE CORP | $0 | – | -6 | -100.0% | -0.00% | – |
| TLK | Exit | P T TELEKOMUNIKASI INDONESIAsponsored adr | $0 | – | -46 | -100.0% | -0.00% | – |
| SIL | Exit | GLOBAL X FDSglobal x silver | $0 | – | -50 | -100.0% | -0.00% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -4 | -100.0% | -0.00% | – |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -10 | -100.0% | -0.00% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -96 | -100.0% | -0.00% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -7 | -100.0% | -0.00% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -28 | -100.0% | -0.00% | – |
| RMD | Exit | RESMED INC | $0 | – | -4 | -100.0% | -0.00% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -18 | -100.0% | -0.00% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -6 | -100.0% | -0.00% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -37 | -100.0% | -0.00% | – |
| TGS | Exit | TRANSPORTADORA DE GAS SURsponsored ads b | $0 | – | -72 | -100.0% | -0.00% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -24 | -100.0% | -0.00% | – | |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -12 | -100.0% | -0.00% | – | |
| KT | Exit | KT CORPsponsored adr | $0 | – | -95 | -100.0% | -0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -116 | -100.0% | -0.00% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -5 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP | $0 | – | -34 | -100.0% | -0.00% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -7 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -5 | -100.0% | -0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -6 | -100.0% | -0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -10 | -100.0% | -0.00% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -24 | -100.0% | -0.00% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -18 | -100.0% | -0.00% | – |
| WIT | Exit | WIPRO LTDspon adr 1 sh | $0 | – | -180 | -100.0% | -0.00% | – |
| KOF | Exit | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $0 | – | -9 | -100.0% | -0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -4 | -100.0% | -0.00% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -6 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON AG | $0 | – | -17 | -100.0% | -0.00% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -1 | -100.0% | -0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -9 | -100.0% | -0.00% | – |
| QRVO | Exit | QORVO INC | $0 | – | -15 | -100.0% | -0.00% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -23 | -100.0% | -0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -6 | -100.0% | -0.00% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -20 | -100.0% | -0.00% | – |
| BCH | Exit | BANCO DE CHILEsponsored ads | $0 | – | -72 | -100.0% | -0.00% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -6 | -100.0% | -0.00% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -5 | -100.0% | -0.00% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -27 | -100.0% | -0.00% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -34 | -100.0% | -0.00% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -63 | -100.0% | -0.00% | – |
| NWSA | Exit | NEWS CORP NEWcl a | $0 | – | -48 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -6 | -100.0% | -0.00% | – |
| WF | Exit | WOORI FINL GROUP INCsponsored ads | $0 | – | -24 | -100.0% | -0.00% | – |
| FNB | Exit | F N B CORP | $0 | – | -54 | -100.0% | -0.00% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| Exit | CONSENSUS CLOUD SOLUTIONS IN | $0 | – | -14 | -100.0% | -0.00% | – | |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -44 | -100.0% | -0.00% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -55 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -24 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -14 | -100.0% | -0.00% | – |
| OGE | Exit | OGE ENERGY CORP | $0 | – | -18 | -100.0% | -0.00% | – |
| EIX | Exit | EDISON INTL | $0 | – | -11 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -18 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -2 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -25 | -100.0% | -0.00% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -6 | -100.0% | -0.00% | – |
| AY | Exit | ATLANTICA SUSTAINABLE INFR P | $0 | – | -41 | -100.0% | -0.00% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -2 | -100.0% | -0.00% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -3 | -100.0% | -0.00% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -6 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -21 | -100.0% | -0.00% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -47 | -100.0% | -0.00% | – |
| PVH | Exit | PVH CORPORATION | $0 | – | -8 | -100.0% | -0.00% | – |
| Exit | MASTERBRAND INC | $0 | – | -79 | -100.0% | -0.00% | – | |
| PHI | Exit | PLDT INCsponsored adr | $0 | – | -27 | -100.0% | -0.00% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -12 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -23 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -4 | -100.0% | -0.00% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -31 | -100.0% | -0.00% | – |
| PFLD | Exit | ETF SER SOLUTIONSaam lw dur pfd | $0 | – | -49 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -27 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -23 | -100.0% | -0.00% | – |
| WBS | Exit | WEBSTER FINL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -41 | -100.0% | -0.00% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -30 | -100.0% | -0.00% | – |
| POOL | Exit | POOL CORP | $0 | – | -3 | -100.0% | -0.00% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -23 | -100.0% | -0.00% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -12 | -100.0% | -0.00% | – | |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -20 | -100.0% | -0.00% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -6 | -100.0% | -0.00% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -12 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -13 | -100.0% | -0.00% | – |
| Exit | HF SINCLAIR CORP | $0 | – | -27 | -100.0% | -0.00% | – | |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -9 | -100.0% | -0.00% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -6 | -100.0% | -0.00% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -17 | -100.0% | -0.00% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -23 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INC | $0 | – | -32 | -100.0% | -0.00% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -26 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -20 | -100.0% | -0.00% | – |
| REG | Exit | REGENCY CTRS CORP | $0 | – | -9 | -100.0% | -0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -16 | -100.0% | -0.00% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -5 | -100.0% | -0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -14 | -100.0% | -0.00% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -15 | -100.0% | -0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -6 | -100.0% | -0.00% | – |
| ELP | Exit | COMPANHIA PARANAENSE ENERG Cspon ads | $0 | – | -135 | -100.0% | -0.00% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -17 | -100.0% | -0.00% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -115 | -100.0% | -0.00% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -39 | -100.0% | -0.00% | – |
| EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -169 | -100.0% | -0.00% | – |
| VST | Exit | VISTRA CORP | $0 | – | -68 | -100.0% | -0.00% | – |
| FMC | Exit | FMC CORP | $0 | – | -8 | -100.0% | -0.00% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -10 | -100.0% | -0.00% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -94 | -100.0% | -0.00% | – |
| IDA | Exit | IDACORP INC | $0 | – | -6 | -100.0% | -0.00% | – |
| CPRT | Exit | COPART INC | $0 | – | -12 | -100.0% | -0.00% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -28 | -100.0% | -0.00% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -15 | -100.0% | -0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -3 | -100.0% | -0.00% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -13 | -100.0% | -0.00% | – |
| STT | Exit | STATE STR CORP | $0 | – | -18 | -100.0% | -0.00% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -14 | -100.0% | -0.00% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -8 | -100.0% | -0.00% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -9 | -100.0% | -0.00% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -3 | -100.0% | -0.00% | – |
| Exit | LUCID GROUP INC | $0 | – | -157 | -100.0% | -0.00% | – | |
| EPAM | Exit | EPAM SYS INC | $0 | – | -3 | -100.0% | -0.00% | – |
| OC | Exit | OWENS CORNING NEW | $0 | – | -7 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -12 | -100.0% | -0.00% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -9 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -10 | -100.0% | -0.00% | – |
| PKX | Exit | POSCO HOLDINGS INCsponsored adr | $0 | – | -13 | -100.0% | -0.00% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -9 | -100.0% | -0.00% | – |
| DTM | Exit | DT MIDSTREAM INC | $0 | – | -19 | -100.0% | -0.00% | – |
| IAC | Exit | IAC INC | $0 | – | -19 | -100.0% | -0.00% | – |
| LTHM | Exit | LIVENT CORP | $0 | – | -30 | -100.0% | -0.00% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -14 | -100.0% | -0.00% | – |
| TTM | Exit | TATA MTRS LTDsponsored adr | $0 | – | -40 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -74 | -100.0% | -0.00% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -61 | -100.0% | -0.00% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -8 | -100.0% | -0.00% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -6 | -100.0% | -0.00% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -16 | -100.0% | -0.00% | – |
| AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -9 | -100.0% | -0.00% | – |
| VOC | Exit | VOC ENERGY TRtr unit | $0 | – | -80 | -100.0% | -0.00% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -10 | -100.0% | -0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -16 | -100.0% | -0.00% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -9 | -100.0% | -0.00% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -8 | -100.0% | -0.00% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -48 | -100.0% | -0.00% | – |
| TLTE | Exit | FLEXSHARES TRmstar emkt fac | $0 | – | -23 | -100.0% | -0.00% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB L | $0 | – | -7 | -100.0% | -0.00% | – |
| PAAS | Exit | PAN AMERN SILVER CORP | $0 | – | -60 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -19 | -100.0% | -0.00% | – |
| SHG | Exit | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $0 | – | -53 | -100.0% | -0.00% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -13 | -100.0% | -0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -18 | -100.0% | -0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -130 | -100.0% | -0.00% | – |
| PAM | Exit | PAMPA ENERGIA S Aspons adr lvl i | $0 | – | -20 | -100.0% | -0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -12 | -100.0% | -0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -6 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -39 | -100.0% | -0.00% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -13 | -100.0% | -0.00% | – |
| Exit | SK TELECOM LTDsponsored adr | $0 | – | -35 | -100.0% | -0.00% | – | |
| W | Exit | WAYFAIR INCcl a | $0 | – | -22 | -100.0% | -0.00% | – |
| AME | Exit | AMETEK INC | $0 | – | -8 | -100.0% | -0.00% | – |
| WLK | Exit | WESTLAKE CORPORATION | $0 | – | -12 | -100.0% | -0.00% | – |
| RODM | Exit | LATTICE STRATEGIES TRhartford mlt etf | $0 | – | -46 | -100.0% | -0.00% | – |
| AGCO | Exit | AGCO CORP | $0 | – | -4 | -100.0% | -0.00% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -17 | -100.0% | -0.00% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -11 | -100.0% | -0.00% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -11 | -100.0% | -0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -20 | -100.0% | -0.00% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -6 | -100.0% | -0.00% | – |
| XPEV | Exit | XPENG INCads | $0 | – | -55 | -100.0% | -0.00% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -27 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -12 | -100.0% | -0.00% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -52 | -100.0% | -0.00% | – |
| PPL | Exit | PPL CORP | $0 | – | -85 | -100.0% | -0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -12 | -100.0% | -0.00% | – |
| Exit | APOLLO GLOBAL MGMT INC | $0 | – | -40 | -100.0% | -0.00% | – | |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -16 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -60 | -100.0% | -0.00% | – |
| CMA | Exit | COMERICA INC | $0 | – | -29 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -44 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -102 | -100.0% | -0.00% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -20 | -100.0% | -0.00% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -19 | -100.0% | -0.00% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -28 | -100.0% | -0.00% | – |
| MP | Exit | MP MATERIALS CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -87 | -100.0% | -0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -66 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -23 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -35 | -100.0% | -0.00% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -14 | -100.0% | -0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -31 | -100.0% | -0.00% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -58 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -41 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA | $0 | – | -15 | -100.0% | -0.00% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -118 | -100.0% | -0.00% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -54 | -100.0% | -0.00% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -26 | -100.0% | -0.00% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -54 | -100.0% | -0.00% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -10 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -85 | -100.0% | -0.00% | – |
| CHT | Exit | CHUNGHWA TELECOM CO LTDspon adr new11 | $0 | – | -65 | -100.0% | -0.00% | – |
| TRGP | Exit | TARGA RES CORP | $0 | – | -35 | -100.0% | -0.00% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -40 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -47 | -100.0% | -0.00% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -28 | -100.0% | -0.00% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -37 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -40 | -100.0% | -0.00% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -116 | -100.0% | -0.00% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -21 | -100.0% | -0.00% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -20 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -26 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -24 | -100.0% | -0.00% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -6 | -100.0% | -0.00% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -77 | -100.0% | -0.00% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -19 | -100.0% | -0.00% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -12 | -100.0% | -0.00% | – |
| DVA | Exit | DAVITA INC | $0 | – | -34 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -48 | -100.0% | -0.00% | – |
| CANG | Exit | CANGO INCads | $0 | – | -2 | -100.0% | -0.00% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -26 | -100.0% | -0.00% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -25 | -100.0% | -0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -16 | -100.0% | -0.00% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -29 | -100.0% | -0.00% | – |
| BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -63 | -100.0% | -0.00% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -4 | -100.0% | -0.00% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -82 | -100.0% | -0.00% | – |
| VIPS | Exit | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $0 | – | -171 | -100.0% | -0.00% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -31 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -54 | -100.0% | -0.00% | – |
| MSCI | Exit | MSCI INC | $0 | – | -5 | -100.0% | -0.00% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -106 | -100.0% | -0.00% | – |
| NLOK | Exit | GEN DIGITAL INC | $0 | – | -105 | -100.0% | -0.00% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -4 | -100.0% | -0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -202 | -100.0% | -0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -28 | -100.0% | -0.00% | – |
| Exit | JACOBS SOLUTIONS INC | $0 | – | -20 | -100.0% | -0.00% | – | |
| FOXA | Exit | FOX CORP | $0 | – | -78 | -100.0% | -0.00% | – |
| RDY | Exit | DR REDDYS LABS LTDadr | $0 | – | -37 | -100.0% | -0.00% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -49 | -100.0% | -0.00% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -44 | -100.0% | -0.00% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -44 | -100.0% | -0.00% | – |
| WEX | Exit | WEX INC | $0 | – | -16 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -28 | -100.0% | -0.00% | – |
| LI | Exit | LI AUTO INCsponsored ads | $0 | – | -80 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -19 | -100.0% | -0.00% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -48 | -100.0% | -0.00% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -12 | -100.0% | -0.00% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -83 | -100.0% | -0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -27 | -100.0% | -0.00% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -70 | -100.0% | -0.00% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -79 | -100.0% | -0.00% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -6 | -100.0% | -0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -28 | -100.0% | -0.00% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -9 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -52 | -100.0% | -0.00% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -45 | -100.0% | -0.00% | – |
| IRM | Exit | IRON MTN INC DEL | $0 | – | -44 | -100.0% | -0.00% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -8 | -100.0% | -0.00% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -12 | -100.0% | -0.00% | – |
| VFC | Exit | V F CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -32 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -6 | -100.0% | -0.00% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -351 | -100.0% | -0.00% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -15 | -100.0% | -0.00% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -24 | -100.0% | -0.00% | – |
| HMC | Exit | HONDA MOTOR LTD | $0 | – | -134 | -100.0% | -0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -2 | -100.0% | -0.00% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -22 | -100.0% | -0.00% | – |
| HPQ | Exit | HP INC | $0 | – | -124 | -100.0% | -0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -35 | -100.0% | -0.00% | – |
| SQSP | Exit | SQUARESPACE INCclass a | $0 | – | -156 | -100.0% | -0.00% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -21 | -100.0% | -0.00% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -302 | -100.0% | -0.00% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -58 | -100.0% | -0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -91 | -100.0% | -0.00% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -38 | -100.0% | -0.00% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -44 | -100.0% | -0.00% | – |
| OSK | Exit | OSHKOSH CORP | $0 | – | -41 | -100.0% | -0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -72 | -100.0% | -0.00% | – |
| IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -110 | -100.0% | -0.00% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PL | $0 | – | -86 | -100.0% | -0.00% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -34 | -100.0% | -0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -38 | -100.0% | -0.00% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -21 | -100.0% | -0.00% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -41 | -100.0% | -0.00% | – |
| DOV | Exit | DOVER CORP | $0 | – | -23 | -100.0% | -0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -63 | -100.0% | -0.00% | – |
| JACK | Exit | JACK IN THE BOX INC | $0 | – | -48 | -100.0% | -0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -61 | -100.0% | -0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -32 | -100.0% | -0.00% | – |
| LCII | Exit | LCI INDS | $0 | – | -31 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -12 | -100.0% | -0.00% | – |
| KLAC | Exit | KLA CORP | $0 | – | -10 | -100.0% | -0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -82 | -100.0% | -0.00% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -10 | -100.0% | -0.00% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -20 | -100.0% | -0.00% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -34 | -100.0% | -0.00% | – |
| AON | Exit | AON PLC | $0 | – | -10 | -100.0% | -0.00% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -11 | -100.0% | -0.00% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -28 | -100.0% | -0.00% | – |
| MAS | Exit | MASCO CORP | $0 | – | -71 | -100.0% | -0.00% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -48 | -100.0% | -0.00% | – |
| GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -99 | -100.0% | -0.00% | – |
| Exit | BRC INC | $0 | – | -500 | -100.0% | -0.00% | – | |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -50 | -100.0% | -0.00% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -102 | -100.0% | -0.00% | – |
| PBD | Exit | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $0 | – | -165 | -100.0% | -0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -8 | -100.0% | -0.00% | – |
| JHG | Exit | JANUS HENDERSON GROUP PLC | $0 | – | -155 | -100.0% | -0.00% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -85 | -100.0% | -0.00% | – |
| JCOM | Exit | ZIFF DAVIS INC | $0 | – | -44 | -100.0% | -0.00% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -29 | -100.0% | -0.00% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -17 | -100.0% | -0.00% | – |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -250 | -100.0% | -0.00% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -17 | -100.0% | -0.00% | – |
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -42 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO | $0 | – | -103 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -44 | -100.0% | -0.00% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -5 | -100.0% | -0.00% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -51 | -100.0% | -0.00% | – |
| ESTC | Exit | ELASTIC N V | $0 | – | -88 | -100.0% | -0.00% | – |
| DOOR | Exit | MASONITE INTL CORP | $0 | – | -52 | -100.0% | -0.00% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -54 | -100.0% | -0.00% | – |
| INTU | Exit | INTUIT | $0 | – | -10 | -100.0% | -0.00% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -62 | -100.0% | -0.00% | – |
| SAIC | Exit | SCIENCE APPLICATIONS INTL CO | $0 | – | -41 | -100.0% | -0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -26 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -69 | -100.0% | -0.00% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -71 | -100.0% | -0.00% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -16 | -100.0% | -0.00% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -35 | -100.0% | -0.00% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -20 | -100.0% | -0.00% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -6 | -100.0% | -0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -20 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -43 | -100.0% | -0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -80 | -100.0% | -0.00% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -124 | -100.0% | -0.00% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -34 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -43 | -100.0% | -0.00% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -19 | -100.0% | -0.00% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -78 | -100.0% | -0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -27 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -48 | -100.0% | -0.00% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -93 | -100.0% | -0.00% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -125 | -100.0% | -0.00% | – |
| PII | Exit | POLARIS INC | $0 | – | -45 | -100.0% | -0.00% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -41 | -100.0% | -0.00% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -115 | -100.0% | -0.00% | – |
| FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -79 | -100.0% | -0.00% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -7 | -100.0% | -0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -42 | -100.0% | -0.01% | – |
| PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -47 | -100.0% | -0.01% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -268 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -61 | -100.0% | -0.01% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -78 | -100.0% | -0.01% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -307 | -100.0% | -0.01% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -219 | -100.0% | -0.01% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -74 | -100.0% | -0.01% | – |
| RYN | Exit | RAYONIER INC | $0 | – | -150 | -100.0% | -0.01% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -18 | -100.0% | -0.01% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -42 | -100.0% | -0.01% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -42 | -100.0% | -0.01% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -209 | -100.0% | -0.01% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -108 | -100.0% | -0.01% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -126 | -100.0% | -0.01% | – |
| TRP | Exit | TC ENERGY CORP | $0 | – | -126 | -100.0% | -0.01% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -17 | -100.0% | -0.01% | – |
| AXTA | Exit | AXALTA COATING SYS LTD | $0 | – | -211 | -100.0% | -0.01% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -50 | -100.0% | -0.01% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -16 | -100.0% | -0.01% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -100 | -100.0% | -0.01% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -131 | -100.0% | -0.01% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -542 | -100.0% | -0.01% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -29 | -100.0% | -0.01% | – |
| KB | Exit | KB FINL GROUP INCsponsored adr | $0 | – | -162 | -100.0% | -0.01% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -79 | -100.0% | -0.01% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -114 | -100.0% | -0.01% | – |
| KJAN | Exit | INNOVATOR ETFS TRus sml cp pwr b | $0 | – | -200 | -100.0% | -0.01% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -69 | -100.0% | -0.01% | – |
| EOG | Exit | EOG RES INC | $0 | – | -52 | -100.0% | -0.01% | – |
| ACGL | Exit | ARCH CAP GROUP LTDord | $0 | – | -103 | -100.0% | -0.01% | – |
| BIF | Exit | SRH TOTAL RETURN FUND INC | $0 | – | -485 | -100.0% | -0.01% | – |
| MEI | Exit | METHODE ELECTRS INC | $0 | – | -137 | -100.0% | -0.01% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -106 | -100.0% | -0.01% | – |
| TX | Exit | TERNIUM SAsponsored ads | $0 | – | -218 | -100.0% | -0.01% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INC | $0 | – | -39 | -100.0% | -0.01% | – |
| UDR | Exit | UDR INC | $0 | – | -177 | -100.0% | -0.01% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -90 | -100.0% | -0.01% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -82 | -100.0% | -0.01% | – | |
| Exit | FEDERAL RLTY INVT TR NEWsh ben int new | $0 | – | -65 | -100.0% | -0.01% | – | |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -250 | -100.0% | -0.01% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -19 | -100.0% | -0.01% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -18 | -100.0% | -0.01% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -76 | -100.0% | -0.01% | – |
| AXON | Exit | AXON ENTERPRISE INC | $0 | – | -40 | -100.0% | -0.01% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $0 | – | -121 | -100.0% | -0.01% | – | |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -64 | -100.0% | -0.01% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -92 | -100.0% | -0.01% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -29 | -100.0% | -0.01% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -384 | -100.0% | -0.01% | – |
| EVR | Exit | EVERCORE INCclass a | $0 | – | -58 | -100.0% | -0.01% | – |
| MET | Exit | METLIFE INC | $0 | – | -94 | -100.0% | -0.01% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -70 | -100.0% | -0.01% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -86 | -100.0% | -0.01% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -263 | -100.0% | -0.01% | – | |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -99 | -100.0% | -0.01% | – |
| RY | Exit | ROYAL BK CDA SUSTAINABL | $0 | – | -77 | -100.0% | -0.01% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -115 | -100.0% | -0.01% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -120 | -100.0% | -0.01% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -52 | -100.0% | -0.01% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -159 | -100.0% | -0.01% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -241 | -100.0% | -0.01% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -36 | -100.0% | -0.01% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -88 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -32 | -100.0% | -0.01% | – |
| SFY | Exit | TIDAL ETF TRsofi selct 500 | $0 | – | -604 | -100.0% | -0.01% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -78 | -100.0% | -0.01% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -57 | -100.0% | -0.01% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -1 | -100.0% | -0.01% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -90 | -100.0% | -0.01% | – |
| STE | Exit | STERIS PLC | $0 | – | -44 | -100.0% | -0.01% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -117 | -100.0% | -0.01% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -52 | -100.0% | -0.01% | – |
| ASX | Exit | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $0 | – | -1 | -100.0% | -0.01% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -22 | -100.0% | -0.01% | – |
| SLF | Exit | SUN LIFE FINANCIAL INC. | $0 | – | -181 | -100.0% | -0.01% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -108 | -100.0% | -0.01% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -23 | -100.0% | -0.01% | – |
| EME | Exit | EMCOR GROUP INC | $0 | – | -59 | -100.0% | -0.01% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -24 | -100.0% | -0.01% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -63 | -100.0% | -0.01% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -84 | -100.0% | -0.01% | – |
| UFPI | Exit | UFP INDUSTRIES INC | $0 | – | -114 | -100.0% | -0.01% | – |
| EXP | Exit | EAGLE MATLS INC | $0 | – | -62 | -100.0% | -0.01% | – |
| FN | Exit | FABRINET | $0 | – | -67 | -100.0% | -0.01% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -62 | -100.0% | -0.01% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -270 | -100.0% | -0.01% | – | |
| UNP | Exit | UNION PAC CORP | $0 | – | -40 | -100.0% | -0.01% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -97 | -100.0% | -0.01% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -118 | -100.0% | -0.01% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -16 | -100.0% | -0.01% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -212 | -100.0% | -0.01% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -235 | -100.0% | -0.01% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -43 | -100.0% | -0.01% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -220 | -100.0% | -0.01% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -116 | -100.0% | -0.01% | – |
| ICLR | Exit | ICON PLC | $0 | – | -52 | -100.0% | -0.01% | – |
| INTG | Exit | INTERGROUP CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -58 | -100.0% | -0.01% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -374 | -100.0% | -0.01% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -71 | -100.0% | -0.01% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -352 | -100.0% | -0.01% | – |
| EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -333 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -115 | -100.0% | -0.01% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -220 | -100.0% | -0.01% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -100 | -100.0% | -0.01% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -52 | -100.0% | -0.01% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -132 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -84 | -100.0% | -0.01% | – |
| NJR | Exit | NEW JERSEY RES CORP | $0 | – | -212 | -100.0% | -0.01% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -157 | -100.0% | -0.01% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -107 | -100.0% | -0.01% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -300 | -100.0% | -0.01% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -108 | -100.0% | -0.01% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -80 | -100.0% | -0.01% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -1,197 | -100.0% | -0.01% | – | |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -626 | -100.0% | -0.01% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -97 | -100.0% | -0.01% | – |
| PSCU | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp util | $0 | – | -200 | -100.0% | -0.01% | – |
| TFII | Exit | TFI INTL INC | $0 | – | -118 | -100.0% | -0.01% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -114 | -100.0% | -0.01% | – |
| BAUG | Exit | INNOVATOR ETFS TRus equt bufr aug | $0 | – | -400 | -100.0% | -0.01% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -154 | -100.0% | -0.01% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -113 | -100.0% | -0.01% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -130 | -100.0% | -0.01% | – |
| KJUL | Exit | INNOVATOR ETFS TRus sml cp pwr b | $0 | – | -500 | -100.0% | -0.01% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -182 | -100.0% | -0.01% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -645 | -100.0% | -0.01% | – |
| MMM | Exit | 3M CO | $0 | – | -102 | -100.0% | -0.01% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -359 | -100.0% | -0.01% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -32 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -165 | -100.0% | -0.01% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -136 | -100.0% | -0.01% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -147 | -100.0% | -0.01% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -94 | -100.0% | -0.01% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -96 | -100.0% | -0.01% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -103 | -100.0% | -0.01% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -208 | -100.0% | -0.01% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -374 | -100.0% | -0.01% | – |
| DCI | Exit | DONALDSON INC | $0 | – | -243 | -100.0% | -0.01% | – |
| CSWC | Exit | CAPITAL SOUTHWEST CORP | $0 | – | -800 | -100.0% | -0.01% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -300 | -100.0% | -0.01% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -6 | -100.0% | -0.01% | – |
| HGV | Exit | HILTON GRAND VACATIONS INC | $0 | – | -403 | -100.0% | -0.01% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -48 | -100.0% | -0.02% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -102 | -100.0% | -0.02% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -344 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -425 | -100.0% | -0.02% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -512 | -100.0% | -0.02% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -492 | -100.0% | -0.02% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -111 | -100.0% | -0.02% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -68 | -100.0% | -0.02% | – |
| Exit | J P MORGAN EXCHANGE TRADED F | $0 | – | -435 | -100.0% | -0.02% | – | |
| BLK | Exit | BLACKROCK INC | $0 | – | -26 | -100.0% | -0.02% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -107 | -100.0% | -0.02% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -172 | -100.0% | -0.02% | – |
| XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -353 | -100.0% | -0.02% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -71 | -100.0% | -0.02% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -58 | -100.0% | -0.02% | – |
| GGG | Exit | GRACO INC | $0 | – | -273 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC | $0 | – | -1,070 | -100.0% | -0.02% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -621 | -100.0% | -0.02% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -502 | -100.0% | -0.02% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -80 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -510 | -100.0% | -0.02% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -52 | -100.0% | -0.02% | – |
| V | Exit | VISA INC | $0 | – | -97 | -100.0% | -0.02% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -177 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -272 | -100.0% | -0.02% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -90 | -100.0% | -0.02% | – |
| NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -550 | -100.0% | -0.02% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -228 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -100 | -100.0% | -0.02% | – |
| BMAY | Exit | INNOVATOR ETFS TRus eqty bufr mar | $0 | – | -750 | -100.0% | -0.02% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -135 | -100.0% | -0.02% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -136 | -100.0% | -0.02% | – | |
| AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -1,200 | -100.0% | -0.02% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -178 | -100.0% | -0.02% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -489 | -100.0% | -0.02% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -467 | -100.0% | -0.02% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -43 | -100.0% | -0.02% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -178 | -100.0% | -0.02% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -950 | -100.0% | -0.02% | – |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -431 | -100.0% | -0.02% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -300 | -100.0% | -0.02% | – |
| WMT | Exit | WALMART INC | $0 | – | -174 | -100.0% | -0.02% | – |
| KO | Exit | COCA COLA CO | $0 | – | -386 | -100.0% | -0.02% | – |
| CNRG | Exit | SPDR SER TRs&p kensho clean | $0 | – | -309 | -100.0% | -0.02% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -250 | -100.0% | -0.02% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -603 | -100.0% | -0.02% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -100 | -100.0% | -0.02% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -574 | -100.0% | -0.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -84 | -100.0% | -0.03% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -110 | -100.0% | -0.03% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -593 | -100.0% | -0.03% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -201 | -100.0% | -0.03% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -176 | -100.0% | -0.03% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -1,007 | -100.0% | -0.03% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -185 | -100.0% | -0.03% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -357 | -100.0% | -0.03% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -676 | -100.0% | -0.03% | – |
| BUG | Exit | GLOBAL X FDScybrscurty etf | $0 | – | -1 | -100.0% | -0.03% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -314 | -100.0% | -0.03% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -179 | -100.0% | -0.03% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -310 | -100.0% | -0.03% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -203 | -100.0% | -0.03% | – |
| PFE | Exit | PFIZER INC | $0 | – | -634 | -100.0% | -0.03% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -199 | -100.0% | -0.03% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -379 | -100.0% | -0.03% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -480 | -100.0% | -0.03% | – |
| RBC | Exit | REGAL REXNORD CORPORATION | $0 | – | -301 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -171 | -100.0% | -0.03% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -580 | -100.0% | -0.03% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -349 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -528 | -100.0% | -0.04% | – |
| BJUN | Exit | INNOVATOR ETFS TRus eqty bufr jun | $0 | – | -1 | -100.0% | -0.04% | – |
| ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -3,500 | -100.0% | -0.04% | – |
| LIN | Exit | LINDE PLC | $0 | – | -135 | -100.0% | -0.04% | – |
| TGT | Exit | TARGET CORP | $0 | – | -298 | -100.0% | -0.04% | – |
| RYU | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $0 | – | -380 | -100.0% | -0.04% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -135 | -100.0% | -0.04% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -542 | -100.0% | -0.04% | – |
| CSWI | Exit | CSW INDUSTRIALS INC | $0 | – | -400 | -100.0% | -0.04% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -590 | -100.0% | -0.04% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -900 | -100.0% | -0.04% | – |
| DE | Exit | DEERE & CO | $0 | – | -112 | -100.0% | -0.04% | – |
| LOUP | Exit | INNOVATOR ETFS TRloup frontier | $0 | – | -301 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -246 | -100.0% | -0.04% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -235 | -100.0% | -0.05% | – |
| NSIT | Exit | INSIGHT ENTERPRISES INC | $0 | – | -500 | -100.0% | -0.05% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -368 | -100.0% | -0.05% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -224 | -100.0% | -0.05% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -431 | -100.0% | -0.05% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -169 | -100.0% | -0.05% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -704 | -100.0% | -0.05% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -363 | -100.0% | -0.05% | – |
| AFL | Exit | AFLAC INC | $0 | – | -734 | -100.0% | -0.05% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -182 | -100.0% | -0.05% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -647 | -100.0% | -0.05% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -1 | -100.0% | -0.05% | – |
| PFEB | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -2 | -100.0% | -0.05% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -68 | -100.0% | -0.05% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -1 | -100.0% | -0.05% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -528 | -100.0% | -0.05% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -114 | -100.0% | -0.05% | – |
| TKR | Exit | TIMKEN CO | $0 | – | -846 | -100.0% | -0.06% | – |
| TER | Exit | TERADYNE INC | $0 | – | -721 | -100.0% | -0.06% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -179 | -100.0% | -0.06% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -715 | -100.0% | -0.06% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -852 | -100.0% | -0.06% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -3,301 | -100.0% | -0.06% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -795 | -100.0% | -0.06% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -1 | -100.0% | -0.06% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -1,508 | -100.0% | -0.06% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -490 | -100.0% | -0.07% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -835 | -100.0% | -0.07% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -159 | -100.0% | -0.07% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -1,267 | -100.0% | -0.07% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -1 | -100.0% | -0.07% | – |
| FILL | Exit | ISHARES INCglb enr prod etf | $0 | – | -3 | -100.0% | -0.07% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -792 | -100.0% | -0.07% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -819 | -100.0% | -0.07% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -304 | -100.0% | -0.07% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -1 | -100.0% | -0.08% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -537 | -100.0% | -0.08% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -1 | -100.0% | -0.08% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -365 | -100.0% | -0.08% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -200 | -100.0% | -0.08% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,056 | -100.0% | -0.09% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -723 | -100.0% | -0.09% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -985 | -100.0% | -0.09% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -1,037 | -100.0% | -0.09% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -1 | -100.0% | -0.09% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -857 | -100.0% | -0.09% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -500 | -100.0% | -0.09% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -579 | -100.0% | -0.09% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -555 | -100.0% | -0.09% | – |
| BA | Exit | BOEING CO | $0 | – | -580 | -100.0% | -0.10% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -465 | -100.0% | -0.10% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -646 | -100.0% | -0.11% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -2,286 | -100.0% | -0.11% | – |
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -1,171 | -100.0% | -0.11% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -364 | -100.0% | -0.12% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -258 | -100.0% | -0.12% | – |
| PBE | Exit | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $0 | – | -2 | -100.0% | -0.12% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -1,533 | -100.0% | -0.12% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,119 | -100.0% | -0.14% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,115 | -100.0% | -0.14% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -931 | -100.0% | -0.15% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -817 | -100.0% | -0.15% | – |
| ETSY | Exit | ETSY INC | $0 | – | -47 | -100.0% | -0.16% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -4 | -100.0% | -0.16% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,618 | -100.0% | -0.18% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -964 | -100.0% | -0.20% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -2,634 | -100.0% | -0.24% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -2 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 12.2% |
| OKTA INC | 8 | Q3 2023 | 20.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 10.1% |
| INVESCO QQQ TR | 8 | Q3 2023 | 5.3% |
| APPLE INC | 8 | Q3 2023 | 4.5% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 3.2% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 4.7% |
View My Personal CFO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-11 |
| 13F-HR/A | 2022-10-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR/A | 2022-08-03 |
| 13F-HR | 2022-07-08 |
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All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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