WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 17, 2022

Total Value ($000): $695,893 (100.0% shares, 0.0% debt)

Holdings (174)

LLY LILLY ELI & CO 14.3%
Value ($000) $99,170 Shares 306,694 Est. Cost $50.23 Unrealized +513.3%
AAPL APPLE INC 8.7%
Value ($000) $60,670 Shares 439,002 Est. Cost $85.24 Unrealized +81.0%
AMZN AMAZON COM INC 4.1%
Value ($000) $28,271 Shares 250,185 Est. Cost $120.59 Unrealized +4.8%
MSFT MICROSOFT CORP 3.9%
Value ($000) $26,931 Shares 115,632 Est. Cost $67.67 Unrealized +279.6%
JMST J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $24,635 Shares 489,758 Est. Cost $51.00 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.9%
Value ($000) $19,882 Shares 484,214 Est. Cost $36.75 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.8%
Value ($000) $19,364 Shares 386,036 Est. Cost $50.43 Unrealized
WM WASTE MGMT INC DEL 2.5%
Value ($000) $17,301 Shares 107,990 Est. Cost $53.76 Unrealized +191.1%
TOTL SSGA ACTIVE ETF TR 2.4%
Value ($000) $17,044 Shares 424,196 Est. Cost $47.84 Unrealized
XBI SPDR SER TR 2.2%
Value ($000) $15,058 Shares 189,834 Est. Cost $87.10 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $14,180 Shares 30,025 Est. Cost $197.81 Unrealized +151.8%
NFLX NETFLIX INC 1.9%
Value ($000) $13,388 Shares 56,864 Est. Cost $8.00 Unrealized +177.8%
HD HOME DEPOT INC 1.7%
Value ($000) $12,022 Shares 43,568 Est. Cost $69.14 Unrealized +291.5%
SBUX STARBUCKS CORP 1.6%
Value ($000) $10,807 Shares 128,253 Est. Cost $33.42 Unrealized +134.5%
ITOT ISHARES TR 1.5%
Value ($000) $10,625 Shares 133,577 Est. Cost $66.33 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $10,004 Shares 104,590 Est. Cost $106.66 Unrealized +3.2%
CYBERARK SOFTWARE LTD 1.4%
Value ($000) $9,652 Shares 64,370 Est. Cost $95.67 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $9,274 Shares 33,697 Est. Cost $46.71 Unrealized +710.1%
VIGI VANGUARD WHITEHALL FDS 1.3%
Value ($000) $9,130 Shares 147,287 Est. Cost $78.68 Unrealized
V VISA INC 1.2%
Value ($000) $8,676 Shares 48,838 Est. Cost $136.50 Unrealized +45.3%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $8,295 Shares 16,425 Est. Cost $230.16 Unrealized +115.1%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $8,219 Shares 50,309 Est. Cost $73.48 Unrealized +108.1%
DIS DISNEY WALT CO 1.1%
Value ($000) $7,956 Shares 84,341 Est. Cost $108.86 Unrealized -4.0%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $7,226 Shares 57,235 Est. Cost $81.38 Unrealized +60.5%
FHLC FIDELITY COVINGTON TRUST 1.0%
Value ($000) $6,880 Shares 119,343 Est. Cost $56.86 Unrealized
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $6,569 Shares 76,321 Est. Cost $53.21 Unrealized +66.3%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $6,262 Shares 16,210 Est. Cost $247.37 Unrealized +53.9%
COP CONOCOPHILLIPS 0.9%
Value ($000) $6,197 Shares 60,557 Est. Cost $48.05 Unrealized +83.5%
FTNT FORTINET INC 0.8%
Value ($000) $5,787 Shares 117,795 Est. Cost $54.31 Unrealized -0.3%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $5,514 Shares 25,987 Est. Cost $135.58 Unrealized +55.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,910 Shares 62,622 Est. Cost $68.53 Unrealized +12.5%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $4,817 Shares 39,265 Est. Cost $127.20 Unrealized -3.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $4,638 Shares 122,145 Est. Cost $36.08 Unrealized -0.9%
ADM ARCHER DANIELS MIDLAND CO 0.6%
Value ($000) $4,172 Shares 51,856 Est. Cost $30.37 Unrealized +144.6%
TSLA TESLA INC 0.6%
Value ($000) $4,015 Shares 15,135 Est. Cost $221.59 Unrealized +26.0%
IXUS ISHARES TR 0.6%
Value ($000) $3,928 Shares 77,148 Est. Cost $61.24 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $3,898 Shares 69,053 Est. Cost $42.37 Unrealized +32.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,724 Shares 25,920 Est. Cost $68.70 Unrealized +93.3%
SHEL SHELL PLC 0.5%
Value ($000) $3,197 Shares 64,249 Est. Cost $54.93 Unrealized
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $3,181 Shares 14,789 Est. Cost $132.39 Unrealized +66.1%
NTR NUTRIEN LTD 0.5%
Value ($000) $3,175 Shares 38,035 Est. Cost $45.69 Unrealized +68.6%
TGT TARGET CORP 0.4%
Value ($000) $3,113 Shares 20,976 Est. Cost $46.46 Unrealized +207.6%
GLD SPDR GOLD TR 0.4%
Value ($000) $3,109 Shares 20,103 Est. Cost $142.84 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $3,104 Shares 7,474 Est. Cost $493.58 Unrealized
EQIX EQUINIX INC 0.4%
Value ($000) $2,974 Shares 5,229 Est. Cost $723.36 Unrealized -15.7%
ABT ABBOTT LABS 0.4%
Value ($000) $2,879 Shares 29,752 Est. Cost $42.61 Unrealized +134.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,858 Shares 25,298 Est. Cost $46.45 Unrealized +173.5%
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $2,771 Shares 56,101 Est. Cost $50.34 Unrealized
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,734 Shares 60,175 Est. Cost $24.42 Unrealized +77.1%
T AT&T INC 0.4%
Value ($000) $2,715 Shares 176,967 Est. Cost $13.28 Unrealized +13.6%
GOOG ALPHABET INC 0.4%
Value ($000) $2,712 Shares 28,201 Est. Cost $107.36 Unrealized +3.2%
DE DEERE & CO 0.4%
Value ($000) $2,658 Shares 7,932 Est. Cost $201.01 Unrealized +62.4%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,626 Shares 21,687 Est. Cost $49.28 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $2,599 Shares 7,634 Est. Cost $107.07 Unrealized +218.7%
NKE NIKE INC 0.4%
Value ($000) $2,531 Shares 30,342 Est. Cost $48.83 Unrealized +108.0%
TOTALENERGIES SE 0.3%
Value ($000) $2,433 Shares 51,633 Est. Cost $46.17 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $2,368 Shares 23,873 Est. Cost $126.63 Unrealized -14.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,344 Shares 14,314 Est. Cost $65.35 Unrealized +32.5%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,238 Shares 23,470 Est. Cost $53.17 Unrealized +64.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,233 Shares 55,821 Est. Cost $17.54 Unrealized +128.3%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,212 Shares 15,273 Est. Cost $93.73 Unrealized +53.2%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,152 Shares 32,045 Est. Cost $37.43 Unrealized -5.9%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,128 Shares 18,720 Est. Cost $78.49 Unrealized +45.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,110 Shares 7,902 Est. Cost $155.10 Unrealized +83.5%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,053 Shares 16,910 Est. Cost $17.74 Unrealized -11.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,992 Shares 24,337 Est. Cost $54.61 Unrealized +53.5%
DXCM DEXCOM INC 0.3%
Value ($000) $1,991 Shares 24,716 Est. Cost $71.84 Unrealized +17.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,953 Shares 27,795 Est. Cost $44.38 Unrealized +63.3%
NOW SERVICENOW INC 0.3%
Value ($000) $1,888 Shares 4,999 Est. Cost $46.41 Unrealized +94.0%
META META PLATFORMS INC 0.3%
Value ($000) $1,822 Shares 13,427 Est. Cost $94.54 Unrealized +70.3%
INTC INTEL CORP 0.3%
Value ($000) $1,790 Shares 69,471 Est. Cost $23.66 Unrealized +36.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,716 Shares 6,668 Est. Cost $120.12 Unrealized +128.7%
WMT WALMART INC 0.2%
Value ($000) $1,672 Shares 12,888 Est. Cost $23.07 Unrealized +82.1%
IVV ISHARES TR 0.2%
Value ($000) $1,663 Shares 4,638 Est. Cost $261.01 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,602 Shares 7,640 Est. Cost $68.20 Unrealized +226.7%
IWR ISHARES TR 0.2%
Value ($000) $1,575 Shares 25,341 Est. Cost $72.88 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,564 Shares 35,681 Est. Cost $52.44 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,559 Shares 35,627 Est. Cost $22.34 Unrealized +80.9%
ENZL ISHARES TR 0.2%
Value ($000) $1,549 Shares 37,616 Est. Cost $46.53 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,483 Shares 7,243 Est. Cost $193.38 Unrealized +18.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,388 Shares 13,283 Est. Cost $45.90 Unrealized +130.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,382 Shares 11,371 Est. Cost $61.81 Unrealized +103.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,352 Shares 8,094 Est. Cost $99.29 Unrealized +63.3%
DEO DIAGEO PLC 0.2%
Value ($000) $1,331 Shares 7,737 Est. Cost $116.98 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,329 Shares 8,102 Est. Cost $104.86 Unrealized +64.2%
BA BOEING CO 0.2%
Value ($000) $1,290 Shares 10,650 Est. Cost $154.23 Unrealized -0.6%
GLW CORNING INC 0.2%
Value ($000) $1,280 Shares 44,107 Est. Cost $23.21 Unrealized +32.5%
ABBV ABBVIE INC 0.2%
Value ($000) $1,241 Shares 9,244 Est. Cost $38.32 Unrealized +231.7%
TSN TYSON FOODS INC 0.2%
Value ($000) $1,235 Shares 18,727 Est. Cost $52.27 Unrealized +34.7%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,203 Shares 9,590 Est. Cost $49.75 Unrealized +130.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,166 Shares 13,351 Est. Cost $53.40 Unrealized +52.3%
WESTROCK CO 0.2%
Value ($000) $1,109 Shares 35,910 Est. Cost $40.18 Unrealized
SAP SAP SE 0.2%
Value ($000) $1,100 Shares 13,539 Est. Cost $73.62 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,065 Shares 38,981 Est. Cost $24.68 Unrealized +13.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,053 Shares 4,563 Est. Cost $77.59 Unrealized +204.5%
AWR AMER STATES WTR CO 0.2%
Value ($000) $1,049 Shares 13,456 Est. Cost $34.06 Unrealized +131.6%
BLACKROCK INC 0.1%
Value ($000) $1,036 Shares 1,883 Est. Cost $387.51 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,030 Shares 38,655 Est. Cost $23.24 Unrealized +27.3%
INTU INTUIT 0.1%
Value ($000) $1,028 Shares 2,655 Est. Cost $222.24 Unrealized +90.2%
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,025 Shares 19,165 Est. Cost $157.61 Unrealized -60.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,012 Shares 31,927 Est. Cost $35.01 Unrealized +0.1%
FDX FEDEX CORP 0.1%
Value ($000) $1,007 Shares 6,735 Est. Cost $168.01 Unrealized +16.5%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $993 Shares 21,714 Est. Cost $31.80 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $934 Shares 17,252 Est. Cost $31.05 Unrealized +78.1%
MMM 3M CO 0.1%
Value ($000) $912 Shares 8,258 Est. Cost $80.46 Unrealized +19.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $887 Shares 3,119 Est. Cost $258.27 Unrealized +25.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $887 Shares 7,468 Est. Cost $110.37 Unrealized +4.8%
LAM RESEARCH CORP 0.1%
Value ($000) $845 Shares 2,297 Est. Cost $88.37 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $824 Shares 28,101 Est. Cost $26.11 Unrealized +29.0%
PEP PEPSICO INC 0.1%
Value ($000) $813 Shares 4,977 Est. Cost $135.27 Unrealized +14.2%
PFF ISHARES TR 0.1%
Value ($000) $802 Shares 25,313 Est. Cost $39.07 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $730 Shares 6,812 Est. Cost $66.22 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $711 Shares 11,636 Est. Cost $38.78 Unrealized +80.9%
AMGN AMGEN INC 0.1%
Value ($000) $703 Shares 3,117 Est. Cost $123.06 Unrealized +77.0%
MRK MERCK & CO INC 0.1%
Value ($000) $698 Shares 8,040 Est. Cost $43.13 Unrealized +86.4%
IJH ISHARES TR 0.1%
Value ($000) $697 Shares 3,180 Est. Cost $150.79 Unrealized
BLCN SIREN ETF TR 0.1%
Value ($000) $681 Shares 30,673 Est. Cost $40.75 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $672 Shares 5,810 Est. Cost $80.90 Unrealized +53.5%
CZFS CITIZENS FINANCIAL SERVS INC 0.1%
Value ($000) $671 Shares 9,562 Est. Cost $58.46 Unrealized +11.6%
HSY HERSHEY CO 0.1%
Value ($000) $671 Shares 3,045 Est. Cost $73.64 Unrealized +178.7%
IDXX IDEXX LABS INC 0.1%
Value ($000) $634 Shares 1,947 Est. Cost $651.82 Unrealized -43.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $615 Shares 1,713 Est. Cost $219.98 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $615 Shares 2,325 Est. Cost $150.40 Unrealized +61.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $595 Shares 13,764 Est. Cost $31.60 Unrealized +48.5%
MINT PIMCO ETF TR 0.1%
Value ($000) $561 Shares 5,678 Est. Cost $101.40 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $544 Shares 2,030 Est. Cost $173.98 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $530 Shares 13,172 Est. Cost $37.22 Unrealized +5.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $514 Shares 5,736 Est. Cost $38.52 Unrealized +145.6%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $514 Shares 2,145 Est. Cost $78.59 Unrealized +195.2%
IWF ISHARES TR 0.1%
Value ($000) $494 Shares 2,348 Est. Cost $162.26 Unrealized
NUVASIVE INC 0.1%
Value ($000) $489 Shares 11,170 Est. Cost $30.23 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $474 Shares 5,815 Est. Cost $59.81 Unrealized +35.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $473 Shares 2,202 Est. Cost $109.77 Unrealized +108.4%
HAL HALLIBURTON CO 0.1%
Value ($000) $471 Shares 19,150 Est. Cost $37.62 Unrealized -29.4%
IWD ISHARES TR 0.1%
Value ($000) $468 Shares 3,438 Est. Cost $93.11 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $459 Shares 9,506 Est. Cost $50.08 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $459 Shares 5,685 Est. Cost $43.76 Unrealized +72.3%
ATLASSIAN CORP PLC 0.1%
Value ($000) $454 Shares 2,155 Est. Cost $184.01 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $435 Shares 2,694 Est. Cost $58.40 Unrealized +174.9%
SNY SANOFI 0.1%
Value ($000) $400 Shares 10,528 Est. Cost $41.57 Unrealized
CE CELANESE CORP DEL 0.1%
Value ($000) $398 Shares 4,408 Est. Cost $141.15 Unrealized -26.3%
CI CIGNA CORP NEW 0.1%
Value ($000) $391 Shares 1,408 Est. Cost $190.77 Unrealized +38.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $391 Shares 9,305 Est. Cost $57.99 Unrealized
SRE SEMPRA 0.1%
Value ($000) $386 Shares 2,552 Est. Cost $30.30 Unrealized +139.2%
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $382 Shares 18,958 Est. Cost $12.38 Unrealized +73.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $380 Shares 5,342 Est. Cost $45.26 Unrealized +37.6%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $371 Shares 12,045 Est. Cost $40.87 Unrealized -14.7%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $358 Shares 42,174 Est. Cost $11.31 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $356 Shares 4,300 Est. Cost $66.03 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $344 Shares 1,043 Est. Cost $270.77 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $321 Shares 2,313 Est. Cost $112.53 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $309 Shares 9,464 Est. Cost $17.95 Unrealized +61.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $292 Shares 1,301 Est. Cost $215.89 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $283 Shares 3,039 Est. Cost $72.76 Unrealized +29.2%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $281 Shares 1,564 Est. Cost $163.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $270 Shares 533 Est. Cost $339.73 Unrealized +63.1%
DDOG DATADOG INC 0.0%
Value ($000) $269 Shares 3,025 Est. Cost $135.43 Unrealized -25.6%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $267 Shares 4,055 Est. Cost $43.67 Unrealized +59.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $267 Shares 3,644 Est. Cost $45.31 Unrealized +71.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $262 Shares 6,694 Est. Cost $63.42 Unrealized -30.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $256 Shares 2,284 Est. Cost $117.77 Unrealized +2.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $241 Shares 2,076 Est. Cost $18.69 Unrealized +487.5%
NVS NOVARTIS AG 0.0%
Value ($000) $239 Shares 3,142 Est. Cost $85.44 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $235 Shares 3,032 Est. Cost $62.04 Unrealized +18.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $234 Shares 9,850 Est. Cost $18.20 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $233 Shares 5,651 Est. Cost $33.99 Unrealized -2.7%
UNP UNION PAC CORP 0.0%
Value ($000) $231 Shares 1,183 Est. Cost $164.87 Unrealized +23.9%
FLOT ISHARES TR 0.0%
Value ($000) $229 Shares 4,560 Est. Cost $50.88 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $223 Shares 981 Est. Cost $149.71 Unrealized +46.3%
SHY ISHARES TR 0.0%
Value ($000) $217 Shares 2,676 Est. Cost $84.64 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $207 Shares 3,741 Est. Cost $38.76 Unrealized +46.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $207 Shares 2,820 Est. Cost $86.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $206 Shares 5,665 Est. Cost $42.12 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $200 Shares 2,012 Est. Cost $86.91 Unrealized 0.0%