FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value ($000): $808,010 (100.0% shares, 0.0% debt)

Holdings (177)

MSFT MICROSOFT CORP 5.0%
Value ($000) $40,683 Shares 108,190 Est. Cost $101.06 Unrealized +246.7%
AAPL APPLE INC 4.7%
Value ($000) $38,271 Shares 198,779 Est. Cost $92.67 Unrealized +97.3%
GOOGL ALPHABET INC 3.5%
Value ($000) $27,905 Shares 199,764 Est. Cost $109.89 Unrealized +21.3%
AMLP ALERIAN 3.0%
Value ($000) $24,180 Shares 568,681 Est. Cost $33.11 Unrealized
AMZN AMAZON.COM INC 2.9%
Value ($000) $23,512 Shares 154,745 Est. Cost $115.11 Unrealized +21.8%
FAF FIRST AMERICAN FINANCIAL 2.8%
Value ($000) $22,429 Shares 348,059 Est. Cost $47.98 Unrealized +10.1%
LGLV SPDR 2.7%
Value ($000) $21,534 Shares 148,497 Est. Cost $110.00 Unrealized
VTV VANGUARD 2.3%
Value ($000) $18,932 Shares 126,633 Est. Cost $91.76 Unrealized
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $17,861 Shares 105,004 Est. Cost $79.10 Unrealized +83.2%
ABT ABBOTT LABORATORIES 2.1%
Value ($000) $16,733 Shares 152,022 Est. Cost $76.52 Unrealized +25.6%
LLY ELI LILLY & CO 1.9%
Value ($000) $15,638 Shares 26,825 Est. Cost $147.04 Unrealized +291.1%
V VISA INC-CLASS A 1.8%
Value ($000) $14,526 Shares 55,795 Est. Cost $126.35 Unrealized +92.1%
META META PLATFORMS 1.7%
Value ($000) $13,526 Shares 38,215 Est. Cost $200.57 Unrealized +61.2%
EMR EMERSON ELECTRIC CO 1.5%
Value ($000) $12,114 Shares 124,462 Est. Cost $75.59 Unrealized +16.5%
ORCL ORACLE CORP 1.5%
Value ($000) $11,903 Shares 112,903 Est. Cost $47.93 Unrealized +122.7%
BND VANGUARD 1.4%
Value ($000) $11,629 Shares 158,111 Est. Cost $79.49 Unrealized
IEF ISHARES 1.3%
Value ($000) $10,837 Shares 112,426 Est. Cost $55.01 Unrealized
BSV VANGUARD 1.3%
Value ($000) $10,334 Shares 134,168 Est. Cost $57.44 Unrealized
HON HONEYWELL 1.3%
Value ($000) $10,188 Shares 48,581 Est. Cost $124.84 Unrealized +38.0%
BKNG BOOKING HOLDINGS INC 1.3%
Value ($000) $10,120 Shares 2,853 Est. Cost $1722.00 Unrealized +78.2%
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $9,642 Shares 20,446 Est. Cost $326.89 Unrealized +36.6%
EOG EOG RESOURCES INC 1.1%
Value ($000) $9,244 Shares 76,426 Est. Cost $60.16 Unrealized +92.1%
NKE NIKE INC - CL B 1.1%
Value ($000) $9,207 Shares 84,806 Est. Cost $130.23 Unrealized -20.9%
CAT CATERPILLAR INC 1.1%
Value ($000) $9,072 Shares 30,685 Est. Cost $147.93 Unrealized +69.8%
KO COCA-COLA CO/THE 1.1%
Value ($000) $9,062 Shares 153,781 Est. Cost $39.86 Unrealized +33.6%
IAU ISHARES 1.1%
Value ($000) $8,987 Shares 230,261 Est. Cost $34.47 Unrealized
ZTS ZOETIS INC 1.1%
Value ($000) $8,965 Shares 45,423 Est. Cost $162.35 Unrealized +6.5%
CMS CMS ENERGY CORP 1.1%
Value ($000) $8,894 Shares 153,152 Est. Cost $61.04 Unrealized -14.4%
WMT WAL-MART STORES INC 1.1%
Value ($000) $8,816 Shares 55,923 Est. Cost $49.26 Unrealized +4.8%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value ($000) $8,739 Shares 151,165 Est. Cost $33.19 Unrealized +60.8%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $8,724 Shares 35,520 Est. Cost $210.15 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $8,684 Shares 16,359 Est. Cost $340.58 Unrealized +41.2%
C CITIGROUP INC 1.0%
Value ($000) $8,200 Shares 159,417 Est. Cost $43.73 Unrealized -5.5%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $8,171 Shares 157,006 Est. Cost $27.15 Unrealized +88.6%
IQV IQVIA HOLDINGS INC 1.0%
Value ($000) $8,144 Shares 35,198 Est. Cost $182.75 Unrealized +12.3%
PSX PHILLIPS 66 1.0%
Value ($000) $7,801 Shares 58,595 Est. Cost $81.24 Unrealized +36.7%
VMBS VANGUARD 0.9%
Value ($000) $7,588 Shares 163,674 Est. Cost $26.86 Unrealized
FLOT ISHARES 0.9%
Value ($000) $7,418 Shares 146,548 Est. Cost $31.19 Unrealized
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $7,383 Shares 121,544 Est. Cost $72.03 Unrealized -25.8%
ADBE ADOBE SYSTEMS, INC. 0.9%
Value ($000) $7,331 Shares 12,288 Est. Cost $406.52 Unrealized +41.9%
QCOM QUALCOMM INC 0.9%
Value ($000) $7,199 Shares 49,772 Est. Cost $67.30 Unrealized +75.8%
MRVL MARVELL TECHNOLOGY INC 0.9%
Value ($000) $7,073 Shares 117,282 Est. Cost $47.05 Unrealized +13.9%
VRTX VERTEX PHARMACEUTICALS INC 0.9%
Value ($000) $7,039 Shares 17,300 Est. Cost $273.52 Unrealized +35.1%
AMD ADVANCED MICRO DEVICES 0.9%
Value ($000) $6,910 Shares 46,879 Est. Cost $107.96 Unrealized +9.2%
CVS CVS HEALTH CORP 0.8%
Value ($000) $6,709 Shares 84,971 Est. Cost $57.99 Unrealized +12.8%
LQD ISHARES 0.8%
Value ($000) $6,671 Shares 60,282 Est. Cost $124.63 Unrealized
CMCSA COMCAST CORP 0.8%
Value ($000) $6,448 Shares 147,050 Est. Cost $34.90 Unrealized +14.9%
GPC GENUINE PARTS CO 0.8%
Value ($000) $6,368 Shares 45,979 Est. Cost $54.12 Unrealized +137.4%
TSN TYSON FOODS INC-CL A 0.8%
Value ($000) $6,162 Shares 114,632 Est. Cost $55.45 Unrealized -18.8%
ULTA ULTA BEAUTY INC 0.8%
Value ($000) $6,072 Shares 12,392 Est. Cost $354.41 Unrealized +19.0%
MRSH MARSH & MC LENNAN COS INC 0.8%
Value ($000) $6,060 Shares 31,986 Est. Cost $170.70 Unrealized +9.5%
VBR VANGUARD 0.7%
Value ($000) $5,880 Shares 32,669 Est. Cost $68.00 Unrealized
TER TERADYNE INC 0.7%
Value ($000) $5,721 Shares 52,719 Est. Cost $121.95 Unrealized -22.9%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $5,502 Shares 17,720 Est. Cost $218.90 Unrealized +23.4%
DVY ISHARES 0.7%
Value ($000) $5,422 Shares 46,254 Est. Cost $82.03 Unrealized
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $5,382 Shares 24,931 Est. Cost $170.71 Unrealized +2.6%
CME CME GROUP INC 0.7%
Value ($000) $5,353 Shares 25,417 Est. Cost $173.57 Unrealized +12.1%
PID INVESCO 0.7%
Value ($000) $5,300 Shares 287,119 Est. Cost $15.49 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 0.6%
Value ($000) $5,196 Shares 50,229 Est. Cost $77.95 Unrealized
EFV ISHARES 0.6%
Value ($000) $4,872 Shares 93,512 Est. Cost $46.62 Unrealized
DIS WALT DISNEY COMPANY/THE 0.6%
Value ($000) $4,866 Shares 53,894 Est. Cost $102.56 Unrealized -15.9%
ESGV VANGUARD 0.6%
Value ($000) $4,731 Shares 64,166 Est. Cost $73.73 Unrealized
VOO VANGUARD 0.6%
Value ($000) $4,682 Shares 10,718 Est. Cost $392.23 Unrealized
RIO RIO TINTO PLC - SPONS ADR 0.6%
Value ($000) $4,605 Shares 61,851 Est. Cost $0.07 Unrealized
AGG ISHARES 0.5%
Value ($000) $4,354 Shares 43,867 Est. Cost $101.47 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $4,282 Shares 17,231 Est. Cost $257.09 Unrealized -7.6%
TRMB TRIMBLE INC 0.5%
Value ($000) $4,252 Shares 79,922 Est. Cost $66.67 Unrealized -28.5%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $4,199 Shares 68,197 Est. Cost $36.45 Unrealized +43.5%
MBB ISHARES 0.5%
Value ($000) $4,152 Shares 44,133 Est. Cost $3.95 Unrealized
NOW SERVICENOW INC 0.5%
Value ($000) $4,146 Shares 5,869 Est. Cost $46.09 Unrealized +173.4%
XYL XYLEM INC 0.5%
Value ($000) $3,968 Shares 34,694 Est. Cost $97.38 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $3,926 Shares 15,118 Est. Cost $234.24 Unrealized 0.0%
CMF ISHARES 0.5%
Value ($000) $3,790 Shares 65,407 Est. Cost $54.32 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.5%
Value ($000) $3,756 Shares 23,339 Est. Cost $149.20 Unrealized 0.0%
PWZ INVESCO 0.4%
Value ($000) $3,593 Shares 143,818 Est. Cost $25.61 Unrealized
VCSH VANGUARD 0.4%
Value ($000) $3,528 Shares 45,605 Est. Cost $63.12 Unrealized
EQIX EQUINIX INC 0.4%
Value ($000) $3,004 Shares 3,730 Est. Cost $746.99 Unrealized -1.8%
BRK/B BERKSHIRE HATHAWAY 0.4%
Value ($000) $2,985 Shares 8,370 Est. Cost $206.43 Unrealized +70.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,763 Shares 9,371 Est. Cost $133.70 Unrealized 0.0%
SUB ISHARES 0.3%
Value ($000) $2,692 Shares 25,537 Est. Cost $83.29 Unrealized
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $2,653 Shares 19,458 Est. Cost $136.71 Unrealized -1.1%
MOS MOSAIC CO/THE 0.3%
Value ($000) $2,613 Shares 73,141 Est. Cost $33.10 Unrealized 0.0%
MUB ISHARES 0.3%
Value ($000) $2,570 Shares 23,707 Est. Cost $95.82 Unrealized
VGSH VANGUARD 0.3%
Value ($000) $2,351 Shares 40,308 Est. Cost $14.91 Unrealized
DEM WISDOMTREE 0.3%
Value ($000) $2,224 Shares 54,681 Est. Cost $17.08 Unrealized
SPY SPDR 0.3%
Value ($000) $2,041 Shares 4,294 Est. Cost $295.54 Unrealized
VTIP VANGUARD 0.2%
Value ($000) $1,996 Shares 42,032 Est. Cost $35.92 Unrealized
VTEB VANGUARD 0.2%
Value ($000) $1,782 Shares 34,904 Est. Cost $44.09 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,605 Shares 11,387 Est. Cost $127.32 Unrealized +5.8%
VNQ VANGUARD 0.2%
Value ($000) $1,603 Shares 18,138 Est. Cost $79.70 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $1,474 Shares 5,382 Est. Cost $230.64 Unrealized +12.4%
NXPI NXP SEMICONDUCTORS NV 0.2%
Value ($000) $1,415 Shares 6,162 Est. Cost $88.84 Unrealized +117.9%
QQQ INVESCO 0.2%
Value ($000) $1,222 Shares 2,983 Est. Cost $264.57 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,221 Shares 7,191 Est. Cost $129.34 Unrealized +18.9%
PFF ISHARES 0.1%
Value ($000) $1,178 Shares 37,770 Est. Cost $28.29 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $1,131 Shares 2,282 Est. Cost $42.24 Unrealized +9.6%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,093 Shares 1,654 Est. Cost $361.15 Unrealized +58.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,000 Shares 1,899 Est. Cost $376.43 Unrealized +35.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $989 Shares 9,894 Est. Cost $65.87 Unrealized +48.1%
HD HOME DEPOT INC 0.1%
Value ($000) $964 Shares 2,780 Est. Cost $250.74 Unrealized +17.1%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $921 Shares 5,682 Est. Cost $144.16 Unrealized 0.0%
IVV ISHARES 0.1%
Value ($000) $907 Shares 1,900 Est. Cost $412.52 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $883 Shares 5,921 Est. Cost $106.83 Unrealized +29.0%
BIV VANGUARD 0.1%
Value ($000) $840 Shares 10,999 Est. Cost $76.38 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $783 Shares 4,998 Est. Cost $140.27 Unrealized +2.4%
VEU VANGUARD 0.1%
Value ($000) $745 Shares 13,262 Est. Cost $27.62 Unrealized
PG PROCTER & GAMBLE CO/THE 0.1%
Value ($000) $724 Shares 4,940 Est. Cost $115.13 Unrealized +22.1%
AVGO BROADCOM INC 0.1%
Value ($000) $715 Shares 641 Est. Cost $74.33 Unrealized +24.1%
MCD MCDONALD'S CORP 0.1%
Value ($000) $700 Shares 2,361 Est. Cost $208.15 Unrealized +24.3%
FISV FISERV INC 0.1%
Value ($000) $695 Shares 5,230 Est. Cost $101.47 Unrealized +20.9%
VOE VANGUARD 0.1%
Value ($000) $682 Shares 4,700 Est. Cost $73.42 Unrealized
TIP ISHARES 0.1%
Value ($000) $671 Shares 6,240 Est. Cost $100.24 Unrealized
GLD SPDR 0.1%
Value ($000) $666 Shares 3,483 Est. Cost $191.17 Unrealized
BKLN INVESCO 0.1%
Value ($000) $655 Shares 30,943 Est. Cost $2.46 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $642 Shares 12,703 Est. Cost $42.82 Unrealized +12.0%
VUG VANGUARD 0.1%
Value ($000) $638 Shares 2,051 Est. Cost $276.58 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $613 Shares 4,682 Est. Cost $52.73 Unrealized +93.6%
DE DEERE & COMPANY 0.1%
Value ($000) $570 Shares 1,427 Est. Cost $179.08 Unrealized +103.9%
JNK SPDR 0.1%
Value ($000) $563 Shares 5,939 Est. Cost $94.74 Unrealized
IEFA ISHARES 0.1%
Value ($000) $543 Shares 7,714 Est. Cost $70.36 Unrealized
VGIT VANGUARD 0.1%
Value ($000) $542 Shares 9,143 Est. Cost $46.55 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $534 Shares 5,289 Est. Cost $76.42 Unrealized
HSY HERSHEY CO/THE 0.1%
Value ($000) $516 Shares 2,770 Est. Cost $141.29 Unrealized +25.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $498 Shares 5,188 Est. Cost $85.35 Unrealized +8.0%
ACN ACCENTURE PLC - 0.1%
Value ($000) $491 Shares 1,399 Est. Cost $312.68 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $443 Shares 2,230 Est. Cost $172.22 Unrealized 0.0%
HEFA ISHARES 0.1%
Value ($000) $440 Shares 13,964 Est. Cost $31.51 Unrealized
VOT VANGUARD 0.1%
Value ($000) $440 Shares 2,003 Est. Cost $35.53 Unrealized
VTI VANGUARD 0.1%
Value ($000) $434 Shares 1,831 Est. Cost $237.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $423 Shares 933 Est. Cost $347.46 Unrealized +20.1%
BLACKSTONE REAL ESTATE INCOME TR 0.1%
Value ($000) $411 Shares 28,675 Est. Cost $14.33 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $409 Shares 14,191 Est. Cost $26.20 Unrealized +0.8%
PEG PUBLIC 0.0%
Value ($000) $403 Shares 6,587 Est. Cost $47.05 Unrealized +21.8%
DFAC DIMENSIONAL 0.0%
Value ($000) $401 Shares 13,731 Est. Cost $25.87 Unrealized
IWF ISHARES 0.0%
Value ($000) $394 Shares 1,301 Est. Cost $290.05 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $387 Shares 3,547 Est. Cost $99.14 Unrealized -2.4%
CTAS CINTAS CORP 0.0%
Value ($000) $385 Shares 639 Est. Cost $110.64 Unrealized +19.0%
WELL WELLTOWER INC 0.0%
Value ($000) $380 Shares 4,209 Est. Cost $68.55 Unrealized +21.1%
IJR ISHARES 0.0%
Value ($000) $371 Shares 3,424 Est. Cost $108.27 Unrealized
BA BOEING CO/THE 0.0%
Value ($000) $367 Shares 1,409 Est. Cost $213.87 Unrealized 0.0%
XCOR FUNDX 0.0%
Value ($000) $353 Shares 6,385 Est. Cost $0.05 Unrealized
IWB ISHARES 0.0%
Value ($000) $345 Shares 1,314 Est. Cost $209.15 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $335 Shares 3,405 Est. Cost $106.87 Unrealized -9.4%
LIN LINDE PLC 0.0%
Value ($000) $333 Shares 812 Est. Cost $383.62 Unrealized 0.0%
VONV VANGUARD 0.0%
Value ($000) $333 Shares 4,588 Est. Cost $66.66 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $319 Shares 2,920 Est. Cost $95.91 Unrealized 0.0%
EFG ISHARES 0.0%
Value ($000) $317 Shares 3,269 Est. Cost $7.96 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $316 Shares 2,038 Est. Cost $135.72 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value ($000) $313 Shares 1,385 Est. Cost $213.74 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $307 Shares 4,232 Est. Cost $64.31 Unrealized 0.0%
SPHQ INVESCO 0.0%
Value ($000) $305 Shares 5,646 Est. Cost $33.66 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $302 Shares 1,770 Est. Cost $145.50 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $291 Shares 2,245 Est. Cost $102.48 Unrealized +4.3%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $290 Shares 1,101 Est. Cost $223.60 Unrealized 0.0%
VWO VANGUARD 0.0%
Value ($000) $288 Shares 7,014 Est. Cost $6.30 Unrealized
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $280 Shares 10,618 Est. Cost $24.16 Unrealized
XLV SPDR 0.0%
Value ($000) $279 Shares 2,049 Est. Cost $124.05 Unrealized
VBK VANGUARD 0.0%
Value ($000) $276 Shares 1,142 Est. Cost $31.26 Unrealized
SILA REALTY TRUST 0.0%
Value ($000) $270 Shares 32,862 Est. Cost $9.83 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $261 Shares 2,778 Est. Cost $87.27 Unrealized 0.0%
VO VANGUARD 0.0%
Value ($000) $255 Shares 1,096 Est. Cost $0.20 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $254 Shares 1,784 Est. Cost $113.03 Unrealized 0.0%
GDX VANECK VECTORS 0.0%
Value ($000) $249 Shares 8,016 Est. Cost $31.01 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $248 Shares 316 Est. Cost $785.64 Unrealized
VIG VANGUARD 0.0%
Value ($000) $242 Shares 1,421 Est. Cost $156.68 Unrealized
IWR ISHARES 0.0%
Value ($000) $232 Shares 2,983 Est. Cost $72.66 Unrealized
MA MASTERCARD INC-CLASS A 0.0%
Value ($000) $232 Shares 543 Est. Cost $397.11 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $230 Shares 6,089 Est. Cost $31.65 Unrealized -2.1%
IVW ISHARES 0.0%
Value ($000) $227 Shares 3,021 Est. Cost $0.07 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $223 Shares 2,370 Est. Cost $83.71 Unrealized 0.0%
NUVEEN 0.0%
Value ($000) $211 Shares 19,000 Est. Cost $14.51 Unrealized
EATON VANCE 0.0%
Value ($000) $207 Shares 20,000 Est. Cost $13.28 Unrealized
DTEGY DEUTSCHE TELEKOM AG - SPON ADR 0.0%
Value ($000) $203 Shares 8,433 Est. Cost $24.13 Unrealized
JPST JPMORGAN 0.0%
Value ($000) $201 Shares 4,000 Est. Cost $0.05 Unrealized
SJB PROSHARES 0.0%
Value ($000) $176 Shares 10,230 Est. Cost $0.02 Unrealized
BLGO BIOLARGO INC 0.0%
Value ($000) $20 Shares 117,838 Est. Cost $0.64 Unrealized -73.9%
REDWOOD MORTGAGE INVESTORS VIII 0.0%
Value ($000) $0 Shares 41,194 Est. Cost $0.00 Unrealized