LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Diversified Active

CIK: 0000897599 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 10, 2022

Total Value ($000): $1,868,240 (100.0% shares, 0.0% debt)

Holdings (173)

BND Vanguard Total Bond Market ETF 9.5%
Value ($000) $177,127 Shares 2,090,000 Est. Cost $87.87 Unrealized
IVOO Vanguard S&P Mid-Cap 400 ETF 6.3%
Value ($000) $116,815 Shares 610,000 Est. Cost $155.55 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 5.9%
Value ($000) $110,375 Shares 1,843,900 Est. Cost $49.40 Unrealized
VOO Vanguard S&P 500 ETF 5.4%
Value ($000) $101,240 Shares 231,900 Est. Cost $383.77 Unrealized
SPY SPDR S&P 500 ETF Trust 4.1%
Value ($000) $75,993 Shares 160,000 Est. Cost $373.88 Unrealized
VEA Vanguard FTSE Developed Markets ETF 3.6%
Value ($000) $66,378 Shares 1,300,000 Est. Cost $45.08 Unrealized
VGLT Vanguard Long-Term Treasury ETF 3.2%
Value ($000) $60,179 Shares 673,000 Est. Cost $93.67 Unrealized
VZ Verizon Communications Inc 2.3%
Value ($000) $42,703 Shares 821,850 Est. Cost $41.16 Unrealized -1.9%
DBC Invesco DB Commodity Index Tracking Fund 2.1%
Value ($000) $38,781 Shares 1,866,300 Est. Cost $20.18 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $36,784 Shares 207,154 Est. Cost $88.77 Unrealized +74.3%
CB Chubb Ltd 1.9%
Value ($000) $35,564 Shares 183,978 Est. Cost $143.90 Unrealized +23.4%
DLR Digital Realty Trust Inc 1.7%
Value ($000) $32,261 Shares 182,402 Est. Cost $131.34 Unrealized +5.2%
MSFT Microsoft Corp 1.6%
Value ($000) $30,083 Shares 89,450 Est. Cost $140.18 Unrealized +123.6%
VGK Vanguard FTSE Europe ETF 1.5%
Value ($000) $28,483 Shares 417,400 Est. Cost $61.30 Unrealized
EWC iShares MSCI Canada ETF 1.3%
Value ($000) $24,026 Shares 625,200 Est. Cost $32.57 Unrealized
AMZN Amazon.com Inc 1.3%
Value ($000) $23,580 Shares 7,072 Est. Cost $105.38 Unrealized +62.4%
T AT&T Inc 1.2%
Value ($000) $22,103 Shares 898,500 Est. Cost $14.67 Unrealized 0.0%
GOOGL Alphabet Inc 1.2%
Value ($000) $21,861 Shares 7,546 Est. Cost $57.91 Unrealized +146.8%
UNH UnitedHealth Group Inc 1.1%
Value ($000) $20,350 Shares 40,527 Est. Cost $256.79 Unrealized +64.4%
SPTL SPDR Portfolio Long Term Treasury ETF 1.1%
Value ($000) $19,810 Shares 470,000 Est. Cost $36.73 Unrealized
NEE NextEra Energy Inc 1.1%
Value ($000) $19,726 Shares 211,300 Est. Cost $77.35 Unrealized 0.0%
EWJ iShares MSCI Japan ETF 1.1%
Value ($000) $19,666 Shares 293,700 Est. Cost $68.02 Unrealized
LHX L3Harris Technologies Inc 1.0%
Value ($000) $19,450 Shares 91,215 Est. Cost $206.86 Unrealized -1.6%
V Visa Inc 1.0%
Value ($000) $18,958 Shares 87,483 Est. Cost $172.61 Unrealized +20.6%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $18,815 Shares 118,820 Est. Cost $122.47 Unrealized +20.7%
TMO Thermo Fisher Scientific Inc 1.0%
Value ($000) $18,363 Shares 27,522 Est. Cost $319.54 Unrealized +93.2%
MA Mastercard Inc 1.0%
Value ($000) $18,344 Shares 51,052 Est. Cost $274.93 Unrealized +22.9%
DUK Duke Energy Corp 1.0%
Value ($000) $18,181 Shares 173,320 Est. Cost $78.09 Unrealized +10.5%
PLD Prologis Inc 1.0%
Value ($000) $17,865 Shares 106,116 Est. Cost $127.29 Unrealized +3.7%
AMT American Tower Corp 1.0%
Value ($000) $17,811 Shares 60,895 Est. Cost $235.61 Unrealized +1.6%
CSCO Cisco Systems Inc 0.8%
Value ($000) $15,489 Shares 244,426 Est. Cost $41.29 Unrealized +22.2%
PG Procter & Gamble Co/The 0.8%
Value ($000) $14,949 Shares 91,392 Est. Cost $103.07 Unrealized +30.1%
D Dominion Energy Inc 0.8%
Value ($000) $14,817 Shares 188,615 Est. Cost $61.71 Unrealized +0.7%
HON Honeywell International Inc 0.8%
Value ($000) $14,289 Shares 68,530 Est. Cost $181.27 Unrealized +2.1%
CRM salesforce.com Inc 0.8%
Value ($000) $14,227 Shares 55,986 Est. Cost $255.78 Unrealized +8.5%
VTWO Vanguard Russell 2000 ETF 0.7%
Value ($000) $13,291 Shares 148,000 Est. Cost $124.00 Unrealized
TXN Texas Instruments Inc 0.7%
Value ($000) $13,130 Shares 69,670 Est. Cost $160.63 Unrealized +5.9%
TFC Truist Financial Corp 0.7%
Value ($000) $12,998 Shares 222,000 Est. Cost $42.69 Unrealized +16.4%
CCI Crown Castle International Corp 0.7%
Value ($000) $12,632 Shares 60,517 Est. Cost $147.99 Unrealized +1.4%
MAR Marriott International Inc/MD 0.7%
Value ($000) $12,277 Shares 74,300 Est. Cost $108.18 Unrealized +40.2%
Linde PLC 0.6%
Value ($000) $11,963 Shares 34,535 Est. Cost $212.10 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.6%
Value ($000) $11,770 Shares 171,500 Est. Cost $60.91 Unrealized
SPGP Invesco S&P 500 GARP ETF 0.6%
Value ($000) $11,459 Shares 118,100 Est. Cost $87.64 Unrealized
XLU Utilities Select Sector SPDR Fund 0.6%
Value ($000) $11,434 Shares 159,750 Est. Cost $57.67 Unrealized
WMT Walmart Inc 0.6%
Value ($000) $11,233 Shares 77,640 Est. Cost $34.13 Unrealized +32.4%
XLP Consumer Staples Select Sector SPDR Fund 0.6%
Value ($000) $11,157 Shares 144,700 Est. Cost $69.97 Unrealized
ABBV AbbVie Inc 0.6%
Value ($000) $10,987 Shares 81,150 Est. Cost $74.43 Unrealized +36.7%
CMCSA Comcast Corp 0.6%
Value ($000) $10,467 Shares 207,987 Est. Cost $38.88 Unrealized +18.7%
EQIX Equinix Inc 0.6%
Value ($000) $10,386 Shares 12,280 Est. Cost $721.06 Unrealized +2.4%
PEP PepsiCo Inc 0.5%
Value ($000) $9,729 Shares 56,010 Est. Cost $110.78 Unrealized +29.5%
XOM Exxon Mobil Corp 0.5%
Value ($000) $9,501 Shares 155,273 Est. Cost $49.00 Unrealized +10.0%
NVDA NVIDIA Corp 0.5%
Value ($000) $9,464 Shares 32,180 Est. Cost $18.82 Unrealized +45.9%
BSX Boston Scientific Corp 0.5%
Value ($000) $8,592 Shares 202,272 Est. Cost $38.34 Unrealized +9.6%
PSA Public Storage 0.4%
Value ($000) $8,367 Shares 22,340 Est. Cost $262.83 Unrealized +4.9%
SO Southern Co/The 0.4%
Value ($000) $8,078 Shares 117,800 Est. Cost $54.72 Unrealized 0.0%
SPG Simon Property Group Inc 0.4%
Value ($000) $7,946 Shares 49,739 Est. Cost $108.82 Unrealized +11.4%
META Meta Platforms Inc 0.4%
Value ($000) $7,831 Shares 23,284 Est. Cost $198.66 Unrealized +66.0%
EW Edwards Lifesciences Corp 0.4%
Value ($000) $7,777 Shares 60,036 Est. Cost $72.86 Unrealized +60.1%
TMUS T-Mobile US Inc 0.4%
Value ($000) $7,689 Shares 66,300 Est. Cost $113.68 Unrealized 0.0%
AGG iShares Core U.S. Aggregate Bond ETF 0.4%
Value ($000) $7,415 Shares 65,000 Est. Cost $112.98 Unrealized
DIS Walt Disney Co/The 0.4%
Value ($000) $7,081 Shares 45,721 Est. Cost $131.62 Unrealized +19.9%
CVX Chevron Corp 0.4%
Value ($000) $6,954 Shares 59,265 Est. Cost $83.74 Unrealized +14.8%
EXC Exelon Corp 0.4%
Value ($000) $6,567 Shares 113,700 Est. Cost $32.52 Unrealized 0.0%
RPG Invesco S&P 500 Pure Growth ETF 0.3%
Value ($000) $6,430 Shares 30,500 Est. Cost $164.26 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.3%
Value ($000) $5,873 Shares 20,750 Est. Cost $260.27 Unrealized
O Realty Income Corp 0.3%
Value ($000) $5,794 Shares 80,945 Est. Cost $52.43 Unrealized +5.6%
PKW Invesco BuyBack Achievers ETF 0.3%
Value ($000) $5,558 Shares 57,600 Est. Cost $90.25 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value ($000) $5,230 Shares 98,300 Est. Cost $48.55 Unrealized
AEP American Electric Power Co Inc 0.3%
Value ($000) $5,053 Shares 56,800 Est. Cost $72.48 Unrealized 0.0%
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.3%
Value ($000) $5,005 Shares 110,550 Est. Cost $44.08 Unrealized
RPV Invesco S&P 500 Pure Value ETF 0.3%
Value ($000) $4,930 Shares 61,000 Est. Cost $73.99 Unrealized
American Campus Communities Inc 0.3%
Value ($000) $4,928 Shares 86,029 Est. Cost $48.25 Unrealized
CPT Camden Property Trust 0.3%
Value ($000) $4,892 Shares 27,379 Est. Cost $118.85 Unrealized +19.8%
SBAC SBA Communications Corp 0.3%
Value ($000) $4,841 Shares 12,446 Est. Cost $329.62 Unrealized 0.0%
SRE Sempra Energy 0.3%
Value ($000) $4,748 Shares 35,900 Est. Cost $55.46 Unrealized 0.0%
UPS United Parcel Service Inc 0.2%
Value ($000) $4,564 Shares 21,296 Est. Cost $109.26 Unrealized +54.3%
ELS Equity LifeStyle Properties Inc 0.2%
Value ($000) $4,393 Shares 50,115 Est. Cost $73.27 Unrealized
MTB M&T Bank Corp 0.2%
Value ($000) $4,330 Shares 28,200 Est. Cost $134.29 Unrealized 0.0%
WELL Welltower Inc 0.2%
Value ($000) $4,298 Shares 50,113 Est. Cost $75.03 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.2%
Value ($000) $4,105 Shares 55,000 Est. Cost $61.53 Unrealized
AVB AvalonBay Communities Inc 0.2%
Value ($000) $4,059 Shares 16,070 Est. Cost $206.31 Unrealized 0.0%
XEL Xcel Energy Inc 0.2%
Value ($000) $4,028 Shares 59,500 Est. Cost $56.85 Unrealized 0.0%
AVGO Broadcom Inc 0.2%
Value ($000) $3,975 Shares 5,975 Est. Cost $29.64 Unrealized +74.7%
AWK American Water Works Co Inc 0.2%
Value ($000) $3,777 Shares 20,000 Est. Cost $160.41 Unrealized 0.0%
PEG Public Service Enterprise Group Inc 0.2%
Value ($000) $3,750 Shares 56,200 Est. Cost $55.02 Unrealized 0.0%
EQR Equity Residential 0.2%
Value ($000) $3,604 Shares 39,828 Est. Cost $72.84 Unrealized 0.0%
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $3,547 Shares 15,909 Est. Cost $171.58 Unrealized 0.0%
WY Weyerhaeuser Co 0.2%
Value ($000) $3,514 Shares 85,350 Est. Cost $31.98 Unrealized 0.0%
ADBE Adobe Systems Inc 0.2%
Value ($000) $3,495 Shares 6,164 Est. Cost $425.04 Unrealized +47.1%
EXR Extra Space Storage Inc 0.2%
Value ($000) $3,433 Shares 15,145 Est. Cost $167.31 Unrealized 0.0%
ES Eversource Energy 0.2%
Value ($000) $3,375 Shares 37,100 Est. Cost $72.67 Unrealized 0.0%
WEC WEC Energy Group Inc 0.2%
Value ($000) $3,358 Shares 34,600 Est. Cost $79.41 Unrealized 0.0%
ORCL Oracle Corp 0.2%
Value ($000) $3,332 Shares 38,207 Est. Cost $55.70 Unrealized +59.6%
ED Consolidated Edison Inc 0.2%
Value ($000) $3,148 Shares 36,900 Est. Cost $68.08 Unrealized 0.0%
MAA Mid-America Apartment Communities Inc 0.2%
Value ($000) $2,989 Shares 13,031 Est. Cost $178.27 Unrealized 0.0%
INVH Invitation Homes Inc 0.2%
Value ($000) $2,981 Shares 65,754 Est. Cost $36.05 Unrealized 0.0%
EIX Edison International 0.2%
Value ($000) $2,927 Shares 42,900 Est. Cost $52.64 Unrealized 0.0%
Duke Realty Corp 0.1%
Value ($000) $2,785 Shares 42,438 Est. Cost $65.63 Unrealized
SUI Sun Communities Inc 0.1%
Value ($000) $2,773 Shares 13,211 Est. Cost $209.90 Unrealized
CBRE CBRE Group Inc 0.1%
Value ($000) $2,708 Shares 24,964 Est. Cost $102.47 Unrealized 0.0%
NNN National Retail Properties Inc 0.1%
Value ($000) $2,674 Shares 55,638 Est. Cost $43.31 Unrealized
PPL PPL Corp 0.1%
Value ($000) $2,657 Shares 88,400 Est. Cost $24.94 Unrealized 0.0%
ESS Essex Property Trust Inc 0.1%
Value ($000) $2,652 Shares 7,531 Est. Cost $291.56 Unrealized 0.0%
DTE DTE Energy Co 0.1%
Value ($000) $2,570 Shares 21,500 Est. Cost $99.45 Unrealized 0.0%
FTS Fortis Inc/Canada 0.1%
Value ($000) $2,560 Shares 53,000 Est. Cost $38.56 Unrealized 0.0%
FE FirstEnergy Corp 0.1%
Value ($000) $2,549 Shares 61,300 Est. Cost $32.61 Unrealized 0.0%
AEE Ameren Corp 0.1%
Value ($000) $2,527 Shares 28,400 Est. Cost $75.02 Unrealized 0.0%
ETR Entergy Corp 0.1%
Value ($000) $2,478 Shares 22,000 Est. Cost $45.13 Unrealized 0.0%
VTR Ventas Inc 0.1%
Value ($000) $2,451 Shares 47,950 Est. Cost $45.11 Unrealized 0.0%
CSX CSX Corp 0.1%
Value ($000) $2,435 Shares 64,780 Est. Cost $27.95 Unrealized +19.1%
CSGP CoStar Group Inc 0.1%
Value ($000) $2,321 Shares 29,371 Est. Cost $83.91 Unrealized 0.0%
DraftKings Inc 0.1%
Value ($000) $2,301 Shares 83,772 Est. Cost $27.47 Unrealized
DOC Healthpeak Properties Inc 0.1%
Value ($000) $2,251 Shares 62,384 Est. Cost $27.38 Unrealized 0.0%
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $2,246 Shares 5,100 Est. Cost $395.00 Unrealized 0.0%
VICI VICI Properties Inc 0.1%
Value ($000) $2,198 Shares 73,023 Est. Cost $23.15 Unrealized 0.0%
PCG PG&E Corp 0.1%
Value ($000) $2,122 Shares 174,800 Est. Cost $11.58 Unrealized 0.0%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,111 Shares 44,000 Est. Cost $27.07 Unrealized +64.0%
BXP Boston Properties Inc 0.1%
Value ($000) $1,954 Shares 16,972 Est. Cost $91.74 Unrealized 0.0%
UDR UDR Inc 0.1%
Value ($000) $1,947 Shares 32,460 Est. Cost $48.00 Unrealized 0.0%
RCI Rogers Communications Inc 0.1%
Value ($000) $1,878 Shares 39,400 Est. Cost $46.90 Unrealized 0.0%
KIM Kimco Realty Corp 0.1%
Value ($000) $1,758 Shares 71,343 Est. Cost $19.16 Unrealized 0.0%
IRM Iron Mountain Inc 0.1%
Value ($000) $1,749 Shares 33,428 Est. Cost $40.12 Unrealized 0.0%
DEI Douglas Emmett Inc 0.1%
Value ($000) $1,739 Shares 51,918 Est. Cost $33.50 Unrealized
WPC WP Carey Inc 0.1%
Value ($000) $1,723 Shares 21,005 Est. Cost $82.03 Unrealized
MPT Medical Properties Trust Inc 0.1%
Value ($000) $1,612 Shares 68,228 Est. Cost $23.63 Unrealized
HST Host Hotels & Resorts Inc 0.1%
Value ($000) $1,518 Shares 87,301 Est. Cost $13.95 Unrealized 0.0%
SL Green Realty Corp 0.1%
Value ($000) $1,434 Shares 20,013 Est. Cost $71.65 Unrealized
AMH American Homes 4 Rent 0.1%
Value ($000) $1,401 Shares 32,135 Est. Cost $43.60 Unrealized
REG Regency Centers Corp 0.1%
Value ($000) $1,360 Shares 18,060 Est. Cost $60.80 Unrealized 0.0%
Life Storage Inc 0.1%
Value ($000) $1,351 Shares 8,822 Est. Cost $153.14 Unrealized
CUBE CubeSmart 0.1%
Value ($000) $1,332 Shares 23,419 Est. Cost $56.88 Unrealized
GLPI Gaming and Leisure Properties Inc 0.1%
Value ($000) $1,288 Shares 26,475 Est. Cost $48.65 Unrealized
AVTR Avantor Inc 0.1%
Value ($000) $1,276 Shares 30,300 Est. Cost $39.41 Unrealized 0.0%
REXR Rexford Industrial Realty Inc 0.1%
Value ($000) $1,251 Shares 15,428 Est. Cost $81.09 Unrealized
CyrusOne Inc 0.1%
Value ($000) $1,248 Shares 13,918 Est. Cost $89.67 Unrealized
LAMR Lamar Advertising Co 0.1%
Value ($000) $1,245 Shares 10,268 Est. Cost $121.25 Unrealized
USHY iShares Broad USD High Yield Corporate Bond ETF 0.1%
Value ($000) $1,235 Shares 30,000 Est. Cost $41.50 Unrealized
Federal Realty Investment Trust 0.1%
Value ($000) $1,117 Shares 8,195 Est. Cost $136.30 Unrealized
EGP EastGroup Properties Inc 0.1%
Value ($000) $1,023 Shares 4,492 Est. Cost $227.74 Unrealized
JLL Jones Lang LaSalle Inc 0.1%
Value ($000) $1,018 Shares 3,780 Est. Cost $257.89 Unrealized 0.0%
Apartment Income REIT Corp 0.1%
Value ($000) $992 Shares 18,163 Est. Cost $54.62 Unrealized
STORE Capital Corp 0.1%
Value ($000) $982 Shares 28,552 Est. Cost $34.39 Unrealized
FR First Industrial Realty Trust Inc 0.1%
Value ($000) $978 Shares 14,781 Est. Cost $66.17 Unrealized
COLD Americold Realty Trust 0.1%
Value ($000) $960 Shares 29,285 Est. Cost $32.78 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $895 Shares 35,253 Est. Cost $25.39 Unrealized
STAG STAG Industrial Inc 0.0%
Value ($000) $878 Shares 18,327 Est. Cost $47.91 Unrealized
Healthcare Trust of America Inc 0.0%
Value ($000) $853 Shares 25,552 Est. Cost $33.38 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $840 Shares 107,458 Est. Cost $7.82 Unrealized
KRC Kilroy Realty Corp 0.0%
Value ($000) $829 Shares 12,482 Est. Cost $66.42 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $829 Shares 28,028 Est. Cost $29.58 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $813 Shares 19,445 Est. Cost $41.81 Unrealized
AGNC AGNC Investment Corp 0.0%
Value ($000) $587 Shares 39,094 Est. Cost $15.02 Unrealized
STWD Starwood Property Trust Inc 0.0%
Value ($000) $520 Shares 21,407 Est. Cost $24.29 Unrealized
CUZ Cousins Properties Inc 0.0%
Value ($000) $444 Shares 11,037 Est. Cost $40.23 Unrealized
Spirit Realty Capital Inc 0.0%
Value ($000) $425 Shares 8,834 Est. Cost $48.11 Unrealized
RYN Rayonier Inc 0.0%
Value ($000) $425 Shares 10,531 Est. Cost $40.36 Unrealized
NSA National Storage Affiliates Trust 0.0%
Value ($000) $418 Shares 6,044 Est. Cost $69.16 Unrealized
OPEN Opendoor Technologies Inc 0.0%
Value ($000) $413 Shares 28,279 Est. Cost $19.10 Unrealized 0.0%
RITM New Residential Investment Corp 0.0%
Value ($000) $370 Shares 34,606 Est. Cost $10.69 Unrealized
BXMT Blackstone Mortgage Trust Inc 0.0%
Value ($000) $357 Shares 11,663 Est. Cost $30.61 Unrealized
HIW Highwoods Properties Inc 0.0%
Value ($000) $346 Shares 7,782 Est. Cost $44.46 Unrealized
Healthcare Realty Trust Inc 0.0%
Value ($000) $343 Shares 10,855 Est. Cost $31.60 Unrealized
LXP Industrial Trust 0.0%
Value ($000) $323 Shares 20,719 Est. Cost $15.59 Unrealized
Howard Hughes Corp/The 0.0%
Value ($000) $314 Shares 3,093 Est. Cost $101.52 Unrealized
Physicians Realty Trust 0.0%
Value ($000) $303 Shares 16,131 Est. Cost $18.78 Unrealized
PCH PotlatchDeltic Corp 0.0%
Value ($000) $300 Shares 4,993 Est. Cost $60.08 Unrealized
Redfin Corp 0.0%
Value ($000) $298 Shares 7,782 Est. Cost $38.29 Unrealized
Hudson Pacific Properties Inc 0.0%
Value ($000) $279 Shares 11,320 Est. Cost $24.65 Unrealized
PS Business Parks Inc 0.0%
Value ($000) $275 Shares 1,496 Est. Cost $183.82 Unrealized
JBGS JBG SMITH Properties 0.0%
Value ($000) $248 Shares 8,672 Est. Cost $28.60 Unrealized
Equity Commonwealth 0.0%
Value ($000) $235 Shares 9,096 Est. Cost $25.84 Unrealized
CDP Corporate Office Properties Trust 0.0%
Value ($000) $234 Shares 8,389 Est. Cost $27.89 Unrealized
SBRA Sabra Health Care REIT Inc 0.0%
Value ($000) $223 Shares 16,474 Est. Cost $13.54 Unrealized