WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $837,341 (100.0% shares, 0.0% debt)

Holdings (177)

LLY ELI LILLY & CO 19.5%
Value ($000) $162,956 Shares 303,383 Est. Cost $50.23 Unrealized +908.9%
AAPL APPLE INC 8.1%
Value ($000) $67,531 Shares 394,433 Est. Cost $85.24 Unrealized +112.7%
MSFT MICROSOFT CORP 4.1%
Value ($000) $34,467 Shares 109,160 Est. Cost $67.67 Unrealized +379.7%
AMZN AMAZON COM INC 3.6%
Value ($000) $30,126 Shares 236,992 Est. Cost $120.59 Unrealized +11.1%
JMST J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $29,554 Shares 585,804 Est. Cost $50.94 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $22,446 Shares 482,510 Est. Cost $37.02 Unrealized
NFLX NETFLIX INC 2.3%
Value ($000) $19,622 Shares 51,966 Est. Cost $8.00 Unrealized +430.2%
JPST J P MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $19,074 Shares 380,115 Est. Cost $50.43 Unrealized
TOTL SSGA ACTIVE ETF TR 2.1%
Value ($000) $17,754 Shares 459,366 Est. Cost $47.22 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $16,539 Shares 29,275 Est. Cost $203.39 Unrealized +161.7%
WM WASTE MGMT INC DEL 1.9%
Value ($000) $16,105 Shares 105,649 Est. Cost $53.76 Unrealized +190.2%
ADBE ADOBE INC 1.9%
Value ($000) $15,659 Shares 30,709 Est. Cost $46.71 Unrealized +1023.2%
ITOT ISHARES TR 1.7%
Value ($000) $13,998 Shares 147,918 Est. Cost $68.72 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $13,476 Shares 102,983 Est. Cost $106.66 Unrealized +20.4%
VIGI VANGUARD WHITEHALL FDS 1.6%
Value ($000) $13,247 Shares 185,719 Est. Cost $77.48 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $12,523 Shares 41,444 Est. Cost $69.14 Unrealized +338.2%
XBI SPDR SER TR 1.5%
Value ($000) $12,461 Shares 170,650 Est. Cost $87.10 Unrealized
V VISA INC 1.4%
Value ($000) $11,547 Shares 50,202 Est. Cost $138.37 Unrealized +70.7%
FBND FIDELITY MERRIMACK STR TR 1.3%
Value ($000) $10,930 Shares 250,101 Est. Cost $45.05 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $10,911 Shares 119,545 Est. Cost $33.42 Unrealized +176.7%
CYBERARK SOFTWARE LTD 1.2%
Value ($000) $9,930 Shares 60,635 Est. Cost $95.67 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.2%
Value ($000) $9,926 Shares 163,844 Est. Cost $58.30 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $8,061 Shares 55,267 Est. Cost $83.53 Unrealized +72.5%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $8,053 Shares 18,513 Est. Cost $17.55 Unrealized +155.1%
FTNT FORTINET INC 0.9%
Value ($000) $7,221 Shares 123,060 Est. Cost $54.89 Unrealized +20.6%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $7,186 Shares 14,252 Est. Cost $230.16 Unrealized +104.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $7,177 Shares 46,082 Est. Cost $73.48 Unrealized +108.6%
COP CONOCOPHILLIPS 0.8%
Value ($000) $7,077 Shares 59,071 Est. Cost $49.51 Unrealized +117.9%
DIS DISNEY WALT CO 0.8%
Value ($000) $6,734 Shares 83,084 Est. Cost $108.86 Unrealized -23.4%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $6,365 Shares 15,564 Est. Cost $250.74 Unrealized +65.5%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $5,847 Shares 26,463 Est. Cost $139.64 Unrealized +51.2%
ASML ASML HOLDING N V 0.7%
Value ($000) $5,648 Shares 9,595 Est. Cost $517.37 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $4,689 Shares 78,156 Est. Cost $61.24 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,536 Shares 80,392 Est. Cost $44.26 Unrealized +25.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,209 Shares 24,962 Est. Cost $71.29 Unrealized +104.5%
EQIX EQUINIX INC 0.5%
Value ($000) $4,067 Shares 5,600 Est. Cost $722.10 Unrealized +1.9%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $3,975 Shares 13,905 Est. Cost $132.39 Unrealized +124.1%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,969 Shares 69,277 Est. Cost $68.58 Unrealized -6.1%
TOTALENERGIES SE 0.5%
Value ($000) $3,829 Shares 57,608 Est. Cost $47.95 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $3,820 Shares 15,267 Est. Cost $221.59 Unrealized +15.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,778 Shares 64,629 Est. Cost $53.21 Unrealized +22.1%
GOOG ALPHABET INC 0.4%
Value ($000) $3,668 Shares 27,821 Est. Cost $106.95 Unrealized +20.7%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $3,573 Shares 29,527 Est. Cost $119.44 Unrealized -4.9%
SHEL SHELL PLC 0.4%
Value ($000) $3,572 Shares 55,490 Est. Cost $54.93 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $3,560 Shares 47,196 Est. Cost $30.37 Unrealized +145.6%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $3,531 Shares 15,063 Est. Cost $69.00 Unrealized +71.5%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $3,528 Shares 28,955 Est. Cost $127.20 Unrealized +0.0%
DE DEERE & CO 0.4%
Value ($000) $3,362 Shares 8,876 Est. Cost $221.24 Unrealized +79.9%
NOW SERVICENOW INC 0.4%
Value ($000) $3,339 Shares 5,973 Est. Cost $52.79 Unrealized +116.1%
META META PLATFORMS INC 0.4%
Value ($000) $3,236 Shares 10,780 Est. Cost $94.54 Unrealized +216.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,199 Shares 98,707 Est. Cost $36.08 Unrealized -19.7%
MCK MCKESSON CORP 0.4%
Value ($000) $3,188 Shares 7,321 Est. Cost $107.07 Unrealized +289.2%
GLD SPDR GOLD TR 0.4%
Value ($000) $3,172 Shares 18,499 Est. Cost $143.27 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $2,937 Shares 54,631 Est. Cost $17.54 Unrealized +186.7%
ABT ABBOTT LABS 0.3%
Value ($000) $2,742 Shares 28,307 Est. Cost $42.61 Unrealized +135.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,741 Shares 24,676 Est. Cost $46.45 Unrealized +136.9%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,683 Shares 13,222 Est. Cost $93.73 Unrealized +108.9%
NKE NIKE INC 0.3%
Value ($000) $2,588 Shares 26,966 Est. Cost $48.83 Unrealized +101.2%
NTR NUTRIEN LTD 0.3%
Value ($000) $2,509 Shares 40,432 Est. Cost $47.18 Unrealized +23.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,437 Shares 6,956 Est. Cost $155.10 Unrealized +128.7%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,383 Shares 18,513 Est. Cost $49.28 Unrealized
T AT&T INC 0.3%
Value ($000) $2,379 Shares 158,407 Est. Cost $13.31 Unrealized -2.7%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $2,363 Shares 28,060 Est. Cost $37.43 Unrealized +12.6%
TGT TARGET CORP 0.3%
Value ($000) $2,208 Shares 19,973 Est. Cost $46.46 Unrealized +150.5%
DXCM DEXCOM INC 0.3%
Value ($000) $2,128 Shares 22,810 Est. Cost $71.84 Unrealized +56.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,064 Shares 16,916 Est. Cost $78.49 Unrealized +50.0%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $2,040 Shares 53,630 Est. Cost $24.42 Unrealized +48.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,020 Shares 5,102 Est. Cost $288.31 Unrealized +37.4%
FDX FEDEX CORP 0.2%
Value ($000) $2,003 Shares 7,527 Est. Cost $168.49 Unrealized +46.5%
WMT WALMART INC 0.2%
Value ($000) $1,975 Shares 12,349 Est. Cost $23.53 Unrealized +120.2%
BA BOEING CO 0.2%
Value ($000) $1,939 Shares 10,117 Est. Cost $154.23 Unrealized +41.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,925 Shares 27,074 Est. Cost $44.38 Unrealized +59.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,923 Shares 7,043 Est. Cost $104.86 Unrealized +149.4%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,820 Shares 5,928 Est. Cost $120.12 Unrealized +153.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,786 Shares 7,002 Est. Cost $193.38 Unrealized +35.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,783 Shares 12,296 Est. Cost $46.85 Unrealized +203.7%
INTC INTEL CORP 0.2%
Value ($000) $1,759 Shares 49,466 Est. Cost $23.66 Unrealized +44.6%
IWR ISHARES TR 0.2%
Value ($000) $1,684 Shares 24,201 Est. Cost $72.88 Unrealized
UNILEVER PLC 0.2%
Value ($000) $1,643 Shares 33,269 Est. Cost $52.44 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,594 Shares 22,152 Est. Cost $54.99 Unrealized +47.7%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $1,561 Shares 31,409 Est. Cost $50.26 Unrealized
SAP SAP SE 0.2%
Value ($000) $1,554 Shares 12,019 Est. Cost $73.62 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,549 Shares 3,592 Est. Cost $265.78 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,541 Shares 13,110 Est. Cost $54.53 Unrealized +85.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,442 Shares 20,653 Est. Cost $53.17 Unrealized +21.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,425 Shares 7,714 Est. Cost $99.29 Unrealized +75.1%
ABBV ABBVIE INC 0.2%
Value ($000) $1,419 Shares 9,518 Est. Cost $40.97 Unrealized +230.3%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,356 Shares 6,885 Est. Cost $68.20 Unrealized +200.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,346 Shares 36,098 Est. Cost $24.68 Unrealized +58.0%
LAM RESEARCH CORP 0.2%
Value ($000) $1,304 Shares 2,074 Est. Cost $88.37 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,277 Shares 7,495 Est. Cost $188.06 Unrealized +1.7%
ORCL ORACLE CORP 0.1%
Value ($000) $1,213 Shares 11,455 Est. Cost $38.78 Unrealized +190.8%
CSX CSX CORP 0.1%
Value ($000) $1,176 Shares 38,260 Est. Cost $23.24 Unrealized +31.6%
WESTROCK CO 0.1%
Value ($000) $1,156 Shares 32,284 Est. Cost $39.99 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,155 Shares 4,383 Est. Cost $79.65 Unrealized +238.4%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1,136 Shares 10,159 Est. Cost $61.81 Unrealized +90.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,128 Shares 25,443 Est. Cost $26.11 Unrealized +58.9%
DEO DIAGEO PLC 0.1%
Value ($000) $1,115 Shares 7,350 Est. Cost $116.98 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $1,102 Shares 5,990 Est. Cost $179.04 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,094 Shares 20,577 Est. Cost $31.80 Unrealized
GLW CORNING INC 0.1%
Value ($000) $1,088 Shares 35,696 Est. Cost $23.29 Unrealized +31.8%
BLACKROCK INC 0.1%
Value ($000) $1,075 Shares 1,663 Est. Cost $387.51 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,026 Shares 30,947 Est. Cost $22.34 Unrealized +36.8%
AWR AMER STATES WTR CO 0.1%
Value ($000) $1,020 Shares 12,966 Est. Cost $34.06 Unrealized +136.6%
PEP PEPSICO INC 0.1%
Value ($000) $941 Shares 5,556 Est. Cost $138.40 Unrealized +20.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $927 Shares 8,250 Est. Cost $49.75 Unrealized +108.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $920 Shares 25,930 Est. Cost $35.01 Unrealized -12.4%
INTU INTUIT 0.1%
Value ($000) $915 Shares 1,790 Est. Cost $222.24 Unrealized +124.5%
IDXX IDEXX LABS INC 0.1%
Value ($000) $792 Shares 1,812 Est. Cost $642.86 Unrealized -22.4%
AMGN AMGEN INC 0.1%
Value ($000) $785 Shares 2,922 Est. Cost $123.06 Unrealized +88.4%
MRK MERCK & CO INC 0.1%
Value ($000) $770 Shares 7,429 Est. Cost $43.13 Unrealized +131.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $770 Shares 1,794 Est. Cost $233.81 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $769 Shares 12,071 Est. Cost $31.60 Unrealized +110.1%
TSN TYSON FOODS INC 0.1%
Value ($000) $724 Shares 14,332 Est. Cost $52.27 Unrealized -6.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $707 Shares 1,970 Est. Cost $173.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $683 Shares 4,867 Est. Cost $110.37 Unrealized +19.4%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $683 Shares 5,670 Est. Cost $80.90 Unrealized +53.7%
CE CELANESE CORP DEL 0.1%
Value ($000) $653 Shares 5,203 Est. Cost $131.61 Unrealized -9.3%
IWF ISHARES TR 0.1%
Value ($000) $626 Shares 2,348 Est. Cost $162.26 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $614 Shares 5,109 Est. Cost $43.76 Unrealized +136.1%
HSY HERSHEY CO 0.1%
Value ($000) $581 Shares 2,905 Est. Cost $73.64 Unrealized +183.4%
IJH ISHARES TR 0.1%
Value ($000) $546 Shares 2,180 Est. Cost $150.79 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $546 Shares 5,451 Est. Cost $100.41 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $538 Shares 13,170 Est. Cost $37.22 Unrealized +9.3%
DVY ISHARES TR 0.1%
Value ($000) $526 Shares 4,821 Est. Cost $66.22 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $509 Shares 4,887 Est. Cost $38.52 Unrealized +183.8%
CZFS CITIZENS FINL SVCS INC 0.1%
Value ($000) $463 Shares 9,656 Est. Cost $58.62 Unrealized -7.1%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $455 Shares 9,506 Est. Cost $50.08 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $449 Shares 9,015 Est. Cost $57.99 Unrealized
ENZL ISHARES TR 0.1%
Value ($000) $435 Shares 9,830 Est. Cost $46.53 Unrealized
SNY SANOFI 0.1%
Value ($000) $431 Shares 8,028 Est. Cost $41.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $421 Shares 2,702 Est. Cost $61.26 Unrealized +147.5%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $413 Shares 2,994 Est. Cost $137.93 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $410 Shares 9,763 Est. Cost $157.61 Unrealized -68.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $397 Shares 8,250 Est. Cost $48.10 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $380 Shares 7,108 Est. Cost $53.52 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $380 Shares 1,885 Est. Cost $159.19 Unrealized +19.3%
SRE SEMPRA 0.0%
Value ($000) $377 Shares 5,494 Est. Cost $50.00 Unrealized +33.2%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $374 Shares 1,762 Est. Cost $167.21 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $348 Shares 10,933 Est. Cost $47.97 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $344 Shares 4,346 Est. Cost $59.81 Unrealized +30.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $343 Shares 1,261 Est. Cost $272.31 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $332 Shares 6,693 Est. Cost $55.92 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $332 Shares 3,546 Est. Cost $80.46 Unrealized -1.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $325 Shares 642 Est. Cost $376.87 Unrealized +40.3%
IWD ISHARES TR 0.0%
Value ($000) $325 Shares 2,128 Est. Cost $93.11 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $321 Shares 1,122 Est. Cost $190.77 Unrealized +43.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $314 Shares 3,256 Est. Cost $45.31 Unrealized +101.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $312 Shares 7,706 Est. Cost $37.62 Unrealized -1.7%
NVS NOVARTIS AG 0.0%
Value ($000) $306 Shares 3,000 Est. Cost $85.44 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $296 Shares 751 Est. Cost $296.41 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $292 Shares 10,795 Est. Cost $40.87 Unrealized -24.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $291 Shares 1,767 Est. Cost $109.77 Unrealized +52.7%
AVGO BROADCOM INC 0.0%
Value ($000) $281 Shares 339 Est. Cost $68.73 Unrealized +22.2%
PFF ISHARES TR 0.0%
Value ($000) $266 Shares 8,825 Est. Cost $39.07 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $266 Shares 1,126 Est. Cost $215.89 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $259 Shares 1,944 Est. Cost $117.77 Unrealized +11.5%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $253 Shares 9,229 Est. Cost $17.95 Unrealized +50.9%
DDOG DATADOG INC 0.0%
Value ($000) $253 Shares 2,775 Est. Cost $135.43 Unrealized -27.0%
UNP UNION PAC CORP 0.0%
Value ($000) $251 Shares 1,231 Est. Cost $165.71 Unrealized +24.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $250 Shares 9,150 Est. Cost $18.20 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $240 Shares 6,305 Est. Cost $31.05 Unrealized +29.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $238 Shares 618 Est. Cost $313.51 Unrealized +21.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $238 Shares 4,097 Est. Cost $45.26 Unrealized +20.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $234 Shares 1,544 Est. Cost $132.62 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $231 Shares 3,176 Est. Cost $72.74 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $227 Shares 3,258 Est. Cost $38.76 Unrealized +73.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $227 Shares 2,145 Est. Cost $78.59 Unrealized +80.3%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $226 Shares 2,445 Est. Cost $62.04 Unrealized +55.7%
FLOT ISHARES TR 0.0%
Value ($000) $226 Shares 4,440 Est. Cost $50.88 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $224 Shares 5,199 Est. Cost $34.04 Unrealized +7.0%
SMMU PIMCO ETF TR 0.0%
Value ($000) $220 Shares 4,500 Est. Cost $48.95 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $217 Shares 2,460 Est. Cost $72.76 Unrealized +14.8%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $216 Shares 4,643 Est. Cost $44.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $212 Shares 2,090 Est. Cost $66.03 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $211 Shares 1,527 Est. Cost $111.90 Unrealized +25.5%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $210 Shares 6,256 Est. Cost $33.64 Unrealized