WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 16, 2025

Total Value ($000): $1,213,947 (100.0% shares, 0.0% debt)

Holdings (182)

LLY ELI LILLY & CO 17.9%
Value ($000) $217,719 Shares 285,346 Est. Cost $50.23 Unrealized +1377.7%
AAPL APPLE INC 7.0%
Value ($000) $85,426 Shares 335,490 Est. Cost $85.24 Unrealized +164.6%
MSFT MICROSOFT CORP 4.3%
Value ($000) $51,843 Shares 100,093 Est. Cost $67.67 Unrealized +651.7%
AMZN AMAZON COM INC 4.1%
Value ($000) $49,526 Shares 225,558 Est. Cost $120.59 Unrealized +87.7%
NFLX NETFLIX INC 4.1%
Value ($000) $49,229 Shares 41,061 Est. Cost $8.00 Unrealized +1426.5%
FBND FIDELITY MERRIMACK STR TR 3.2%
Value ($000) $38,980 Shares 840,368 Est. Cost $45.66 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.9%
Value ($000) $34,800 Shares 681,824 Est. Cost $50.95 Unrealized
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $25,918 Shares 28,000 Est. Cost $203.39 Unrealized +370.4%
JPST J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $25,688 Shares 506,364 Est. Cost $50.47 Unrealized
CGW INVESCO EXCH TRADED FD TR II 2.1%
Value ($000) $25,665 Shares 399,512 Est. Cost $37.02 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $25,632 Shares 137,373 Est. Cost $92.33 Unrealized +88.8%
GOOGL ALPHABET INC 2.1%
Value ($000) $25,192 Shares 103,630 Est. Cost $108.50 Unrealized +92.8%
WM WASTE MGMT INC DEL 2.0%
Value ($000) $24,674 Shares 111,732 Est. Cost $62.28 Unrealized +259.1%
CYBERARK SOFTWARE LTD 2.0%
Value ($000) $24,519 Shares 50,748 Est. Cost $95.67 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.0%
Value ($000) $24,466 Shares 273,154 Est. Cost $79.78 Unrealized
TOTL SSGA ACTIVE ETF TR 2.0%
Value ($000) $24,260 Shares 597,989 Est. Cost $45.43 Unrealized
ITOT ISHARES TR 1.9%
Value ($000) $22,772 Shares 156,347 Est. Cost $71.38 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.6%
Value ($000) $19,143 Shares 286,266 Est. Cost $62.29 Unrealized
V VISA INC 1.5%
Value ($000) $18,148 Shares 53,160 Est. Cost $148.88 Unrealized +131.8%
XBI SPDR SERIES TRUST 1.3%
Value ($000) $15,605 Shares 155,739 Est. Cost $87.10 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $15,426 Shares 38,070 Est. Cost $69.14 Unrealized +462.9%
ASML ASML HOLDING N V 1.1%
Value ($000) $12,999 Shares 13,427 Est. Cost $595.75 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $12,460 Shares 81,092 Est. Cost $105.27 Unrealized +47.1%
ANET ARISTA NETWORKS INC 0.9%
Value ($000) $11,491 Shares 78,864 Est. Cost $102.84 Unrealized +25.2%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $11,401 Shares 33,435 Est. Cost $165.12 Unrealized +90.0%
FTNT FORTINET INC 0.8%
Value ($000) $9,223 Shares 109,691 Est. Cost $54.89 Unrealized +62.6%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $8,460 Shares 48,935 Est. Cost $132.31 Unrealized +27.5%
ADBE ADOBE INC 0.7%
Value ($000) $8,248 Shares 23,381 Est. Cost $46.71 Unrealized +668.1%
SBUX STARBUCKS CORP 0.6%
Value ($000) $7,519 Shares 88,872 Est. Cost $33.42 Unrealized +165.1%
META META PLATFORMS INC 0.6%
Value ($000) $7,497 Shares 10,209 Est. Cost $120.08 Unrealized +518.9%
KO COCA COLA CO 0.6%
Value ($000) $7,408 Shares 110,992 Est. Cost $49.48 Unrealized +37.3%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $7,151 Shares 14,326 Est. Cost $273.47 Unrealized +63.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,952 Shares 60,716 Est. Cost $108.78 Unrealized +7.5%
NOW SERVICENOW INC 0.6%
Value ($000) $6,893 Shares 7,491 Est. Cost $77.12 Unrealized +142.2%
DE DEERE & CO 0.6%
Value ($000) $6,774 Shares 14,771 Est. Cost $283.48 Unrealized +72.7%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $6,734 Shares 33,072 Est. Cost $138.57 Unrealized +38.1%
GOOG ALPHABET INC 0.5%
Value ($000) $6,442 Shares 26,451 Est. Cost $108.91 Unrealized +92.8%
IXUS ISHARES TR 0.5%
Value ($000) $6,333 Shares 76,690 Est. Cost $61.79 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $6,144 Shares 64,955 Est. Cost $55.80 Unrealized +67.2%
GLD SPDR GOLD TR 0.5%
Value ($000) $6,127 Shares 17,236 Est. Cost $145.80 Unrealized
WMT WALMART INC 0.5%
Value ($000) $6,042 Shares 58,630 Est. Cost $62.13 Unrealized +59.7%
GLW CORNING INC 0.5%
Value ($000) $5,963 Shares 72,694 Est. Cost $35.27 Unrealized +84.2%
ZS ZSCALER INC 0.5%
Value ($000) $5,939 Shares 19,820 Est. Cost $210.62 Unrealized +35.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,542 Shares 29,890 Est. Cost $73.48 Unrealized +130.7%
MCK MCKESSON CORP 0.4%
Value ($000) $5,197 Shares 6,720 Est. Cost $107.07 Unrealized +556.6%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $5,011 Shares 11,876 Est. Cost $93.73 Unrealized +355.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,951 Shares 9,848 Est. Cost $264.20 Unrealized +83.3%
AVGO BROADCOM INC 0.4%
Value ($000) $4,706 Shares 14,264 Est. Cost $213.06 Unrealized +43.5%
SHEL SHELL PLC 0.4%
Value ($000) $4,660 Shares 65,146 Est. Cost $56.98 Unrealized
APH AMPHENOL CORP NEW 0.4%
Value ($000) $4,483 Shares 36,179 Est. Cost $48.67 Unrealized +124.8%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $4,446 Shares 14,097 Est. Cost $78.35 Unrealized +277.7%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $4,087 Shares 11,692 Est. Cost $132.39 Unrealized +159.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $4,048 Shares 24,330 Est. Cost $47.55 Unrealized +230.6%
TSLA TESLA INC 0.3%
Value ($000) $4,020 Shares 9,039 Est. Cost $221.69 Unrealized +56.4%
RTX RTX CORPORATION 0.3%
Value ($000) $3,931 Shares 23,490 Est. Cost $69.60 Unrealized +121.7%
EQIX EQUINIX INC 0.3%
Value ($000) $3,906 Shares 4,987 Est. Cost $723.53 Unrealized +7.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,802 Shares 50,368 Est. Cost $68.58 Unrealized +5.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,740 Shares 24,085 Est. Cost $77.31 Unrealized +97.0%
TOTALENERGIES SE 0.3%
Value ($000) $3,606 Shares 59,553 Est. Cost $52.35 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $3,507 Shares 51,261 Est. Cost $18.11 Unrealized +272.2%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,351 Shares 10,183 Est. Cost $263.28 Unrealized +22.4%
ABT ABBOTT LABS 0.3%
Value ($000) $3,263 Shares 24,360 Est. Cost $44.33 Unrealized +194.6%
ORCL ORACLE CORP 0.3%
Value ($000) $3,208 Shares 11,408 Est. Cost $51.93 Unrealized +389.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,115 Shares 5,476 Est. Cost $309.88 Unrealized +85.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,061 Shares 69,647 Est. Cost $36.08 Unrealized +17.8%
T AT&T INC 0.2%
Value ($000) $2,911 Shares 103,082 Est. Cost $13.31 Unrealized +110.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $2,906 Shares 6,090 Est. Cost $129.19 Unrealized +229.3%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,824 Shares 42,108 Est. Cost $53.21 Unrealized +32.2%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $2,730 Shares 20,350 Est. Cost $74.98 Unrealized +40.7%
SAP SAP SE 0.2%
Value ($000) $2,648 Shares 9,908 Est. Cost $73.62 Unrealized
NTR NUTRIEN LTD 0.2%
Value ($000) $2,587 Shares 43,694 Est. Cost $48.63 Unrealized +19.9%
FDX FEDEX CORP 0.2%
Value ($000) $2,531 Shares 10,676 Est. Cost $205.39 Unrealized +11.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,512 Shares 18,051 Est. Cost $54.08 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $2,497 Shares 3,732 Est. Cost $283.48 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,486 Shares 4,138 Est. Cost $358.77 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $2,410 Shares 12,647 Est. Cost $127.20 Unrealized +38.9%
ABBV ABBVIE INC 0.2%
Value ($000) $2,316 Shares 10,003 Est. Cost $58.99 Unrealized +242.3%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $2,309 Shares 38,644 Est. Cost $30.37 Unrealized +90.2%
IWR ISHARES TR 0.2%
Value ($000) $2,132 Shares 22,086 Est. Cost $72.88 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,114 Shares 6,105 Est. Cost $193.38 Unrealized +81.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,001 Shares 25,033 Est. Cost $44.38 Unrealized +90.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,915 Shares 6,376 Est. Cost $70.03 Unrealized +294.2%
BLK BLACKROCK INC 0.1%
Value ($000) $1,787 Shares 1,533 Est. Cost $990.70 Unrealized +11.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,501 Shares 6,959 Est. Cost $49.75 Unrealized +302.4%
TGT TARGET CORP 0.1%
Value ($000) $1,484 Shares 16,544 Est. Cost $46.46 Unrealized +108.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,471 Shares 2,204 Est. Cost $338.22 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,469 Shares 6,979 Est. Cost $99.29 Unrealized +108.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,450 Shares 11,554 Est. Cost $80.73 Unrealized +57.1%
DXCM DEXCOM INC 0.1%
Value ($000) $1,411 Shares 20,967 Est. Cost $72.40 Unrealized +9.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,393 Shares 4,585 Est. Cost $98.22 Unrealized +206.9%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,368 Shares 18,972 Est. Cost $31.80 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,287 Shares 18,357 Est. Cost $48.83 Unrealized +51.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,271 Shares 32,406 Est. Cost $25.47 Unrealized +69.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,269 Shares 5,145 Est. Cost $120.12 Unrealized +117.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,268 Shares 4,494 Est. Cost $127.70 Unrealized +103.3%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $1,157 Shares 9,000 Est. Cost $61.81 Unrealized +95.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $1,139 Shares 33,333 Est. Cost $29.22 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,113 Shares 2,270 Est. Cost $320.46 Unrealized +41.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,096 Shares 13,073 Est. Cost $37.22 Unrealized +116.2%
CSX CSX CORP 0.1%
Value ($000) $1,056 Shares 29,731 Est. Cost $23.24 Unrealized +46.0%
UNILEVER PLC 0.1%
Value ($000) $1,011 Shares 17,048 Est. Cost $52.44 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,001 Shares 8,875 Est. Cost $58.42 Unrealized +87.8%
INTU INTUIT 0.1%
Value ($000) $981 Shares 1,437 Est. Cost $222.24 Unrealized +223.7%
AMGN AMGEN INC 0.1%
Value ($000) $971 Shares 3,442 Est. Cost $160.79 Unrealized +78.2%
AWR AMER STATES WTR CO 0.1%
Value ($000) $960 Shares 13,087 Est. Cost $36.47 Unrealized +102.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $935 Shares 12,396 Est. Cost $53.39 Unrealized +27.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $931 Shares 4,615 Est. Cost $80.90 Unrealized +104.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $929 Shares 11,242 Est. Cost $32.40 Unrealized +152.8%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $922 Shares 19,870 Est. Cost $35.01 Unrealized +37.1%
IWF ISHARES TR 0.1%
Value ($000) $897 Shares 1,915 Est. Cost $162.26 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $891 Shares 17,745 Est. Cost $50.26 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $814 Shares 24,250 Est. Cost $23.66 Unrealized +2.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $789 Shares 31,892 Est. Cost $24.42 Unrealized +11.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $783 Shares 1,277 Est. Cost $392.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $754 Shares 1 Est. Cost $726917.40 Unrealized 0.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $744 Shares 4,197 Est. Cost $38.52 Unrealized +328.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $722 Shares 22,972 Est. Cost $26.11 Unrealized +27.0%
PSX PHILLIPS 66 0.1%
Value ($000) $718 Shares 5,281 Est. Cost $49.30 Unrealized +156.4%
IMVP INVESCO INDIA EXCHANGE-TRADE 0.1%
Value ($000) $704 Shares 28,096 Est. Cost $29.35 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $702 Shares 10,762 Est. Cost $78.92 Unrealized
SW SMURFIT WESTROCK PLC 0.1%
Value ($000) $697 Shares 16,367 Est. Cost $43.84 Unrealized +2.7%
IDXX IDEXX LABS INC 0.1%
Value ($000) $683 Shares 1,069 Est. Cost $642.86 Unrealized -5.6%
DVY ISHARES TR 0.1%
Value ($000) $667 Shares 4,695 Est. Cost $66.22 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $645 Shares 14,695 Est. Cost $37.17 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $643 Shares 3,526 Est. Cost $59.30 Unrealized +173.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $600 Shares 1,531 Est. Cost $417.92 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $584 Shares 4,160 Est. Cost $146.58 Unrealized -4.2%
DEO DIAGEO PLC 0.0%
Value ($000) $570 Shares 5,969 Est. Cost $116.98 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $563 Shares 3,006 Est. Cost $143.73 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $502 Shares 3,824 Est. Cost $58.20 Unrealized +132.8%
MRK MERCK & CO INC 0.0%
Value ($000) $501 Shares 5,920 Est. Cost $55.98 Unrealized +44.7%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $490 Shares 19,075 Est. Cost $34.46 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $489 Shares 4,443 Est. Cost $68.96 Unrealized +55.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $460 Shares 959 Est. Cost $272.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $438 Shares 5,484 Est. Cost $78.24 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $433 Shares 2,128 Est. Cost $93.11 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $433 Shares 2,315 Est. Cost $77.92 Unrealized +130.6%
SRE SEMPRA 0.0%
Value ($000) $432 Shares 4,799 Est. Cost $50.00 Unrealized +59.6%
MMM 3M CO 0.0%
Value ($000) $424 Shares 2,730 Est. Cost $82.27 Unrealized +86.1%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $421 Shares 9,308 Est. Cost $47.97 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $397 Shares 9,380 Est. Cost $29.24 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $393 Shares 7,229 Est. Cost $52.27 Unrealized +4.1%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $369 Shares 3,075 Est. Cost $47.46 Unrealized +71.9%
SNY SANOFI SA 0.0%
Value ($000) $366 Shares 7,751 Est. Cost $43.30 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $358 Shares 4,876 Est. Cost $55.23 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $357 Shares 1,277 Est. Cost $231.99 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $345 Shares 2,693 Est. Cost $85.44 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $336 Shares 4,643 Est. Cost $44.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $332 Shares 2,154 Est. Cost $149.91 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $316 Shares 666 Est. Cost $446.97 Unrealized +5.3%
MINT PIMCO ETF TR 0.0%
Value ($000) $314 Shares 3,116 Est. Cost $100.42 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $313 Shares 3,615 Est. Cost $48.09 Unrealized +74.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $312 Shares 1,083 Est. Cost $209.83 Unrealized +39.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $309 Shares 5,159 Est. Cost $50.83 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $306 Shares 7,274 Est. Cost $35.26 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $303 Shares 3,215 Est. Cost $112.43 Unrealized -14.6%
UNP UNION PAC CORP 0.0%
Value ($000) $299 Shares 1,266 Est. Cost $171.72 Unrealized +30.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $297 Shares 612 Est. Cost $389.50 Unrealized +19.3%
CZFS CITIZENS FINL SVCS INC 0.0%
Value ($000) $297 Shares 4,924 Est. Cost $58.60 Unrealized +0.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $288 Shares 2,329 Est. Cost $76.81 Unrealized +56.0%
RBC RBC BEARINGS INC 0.0%
Value ($000) $282 Shares 723 Est. Cost $307.91 Unrealized +26.4%
GMED GLOBUS MED INC 0.0%
Value ($000) $282 Shares 4,922 Est. Cost $55.92 Unrealized +3.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $275 Shares 827 Est. Cost $251.17 Unrealized +26.0%
MS MORGAN STANLEY 0.0%
Value ($000) $273 Shares 1,715 Est. Cost $119.53 Unrealized +22.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $258 Shares 1,245 Est. Cost $117.77 Unrealized +71.1%
ETN EATON CORP PLC 0.0%
Value ($000) $250 Shares 669 Est. Cost $306.71 Unrealized +18.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $247 Shares 1,283 Est. Cost $145.16 Unrealized +20.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $240 Shares 1,238 Est. Cost $109.77 Unrealized +86.3%
PFE PFIZER INC 0.0%
Value ($000) $236 Shares 9,282 Est. Cost $22.34 Unrealized +8.1%
CE CELANESE CORP DEL 0.0%
Value ($000) $234 Shares 5,552 Est. Cost $131.66 Unrealized -62.2%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $233 Shares 4,650 Est. Cost $48.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $232 Shares 788 Est. Cost $254.49 Unrealized +17.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $231 Shares 2,404 Est. Cost $80.83 Unrealized +12.9%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $229 Shares 1,433 Est. Cost $159.19 Unrealized +13.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $226 Shares 2,707 Est. Cost $70.96 Unrealized +24.2%
SNA SNAP ON INC 0.0%
Value ($000) $220 Shares 635 Est. Cost $323.82 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $220 Shares 2,124 Est. Cost $98.12 Unrealized +11.0%
CB CHUBB LIMITED 0.0%
Value ($000) $213 Shares 754 Est. Cost $276.45 Unrealized -0.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $209 Shares 1,294 Est. Cost $161.38 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $209 Shares 3,321 Est. Cost $39.73 Unrealized +59.6%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $207 Shares 8,500 Est. Cost $37.07 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $203 Shares 784 Est. Cost $259.43 Unrealized