Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $225,958 (100.0% shares, 0.0% debt)

Holdings (159)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.4%
Value ($000) $16,626 Shares 215,886 Est. Cost $81.93 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 5.8%
Value ($000) $13,027 Shares 69,451 Est. Cost $181.41 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 3.4%
Value ($000) $7,595 Shares 73,175 Est. Cost $104.62 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 3.1%
Value ($000) $6,923 Shares 20,258 Est. Cost $292.04 Unrealized
EFA ISHARES MSCI EAFE (MKT) 2.9%
Value ($000) $6,614 Shares 94,912 Est. Cost $68.78 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BD 2.5%
Value ($000) $5,722 Shares 53,361 Est. Cost $108.06 Unrealized
VOO VANGUARD S&P 500 ETF 2.5%
Value ($000) $5,639 Shares 23,293 Est. Cost $240.85 Unrealized
XOM EXXON MOBIL CORP 2.4%
Value ($000) $5,450 Shares 73,050 Est. Cost $52.43 Unrealized +6.3%
AGG ISHARES CORE TOTAL US BOND 2.2%
Value ($000) $5,058 Shares 47,164 Est. Cost $108.59 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.2%
Value ($000) $4,953 Shares 65,632 Est. Cost $81.72 Unrealized
GUGGENHEIM S&P 500R EQUAL WEIGHT 2.1%
Value ($000) $4,761 Shares 47,856 Est. Cost $97.50 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.6%
Value ($000) $3,554 Shares 53,954 Est. Cost $65.24 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $3,527 Shares 21,023 Est. Cost $30.36 Unrealized +33.1%
IEMG ISHARES CORE MSCI EMERGING 1.5%
Value ($000) $3,313 Shares 56,720 Est. Cost $57.43 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 1.5%
Value ($000) $3,304 Shares 12,449 Est. Cost $252.77 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.4%
Value ($000) $3,253 Shares 23,901 Est. Cost $125.65 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 1.4%
Value ($000) $3,232 Shares 97,906 Est. Cost $30.32 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 1.3%
Value ($000) $2,930 Shares 106,285 Est. Cost $22.94 Unrealized
T AT&T INC 1.3%
Value ($000) $2,915 Shares 81,786 Est. Cost $13.55 Unrealized +16.7%
EEM ISHARES MSCI EMERGING MARKETS 1.3%
Value ($000) $2,911 Shares 60,297 Est. Cost $45.80 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 1.1%
Value ($000) $2,530 Shares 25,453 Est. Cost $58.34 Unrealized +17.8%
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,465 Shares 1,703 Est. Cost $43.35 Unrealized +65.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $2,398 Shares 2,312 Est. Cost $42.18 Unrealized +30.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.1%
Value ($000) $2,392 Shares 54,045 Est. Cost $44.54 Unrealized
MO ALTRIA GROUP INC 1.0%
Value ($000) $2,354 Shares 37,775 Est. Cost $31.24 Unrealized +17.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,279 Shares 47,660 Est. Cost $27.97 Unrealized +18.1%
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.0%
Value ($000) $2,266 Shares 28,898 Est. Cost $79.36 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,250 Shares 19,731 Est. Cost $63.68 Unrealized +33.5%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $2,173 Shares 27,411 Est. Cost $64.25 Unrealized +5.6%
MRK MERCK & CO INC 0.8%
Value ($000) $1,852 Shares 34,006 Est. Cost $39.29 Unrealized +7.5%
ABBV ABBVIE INC SR NT 0.8%
Value ($000) $1,787 Shares 18,879 Est. Cost $42.20 Unrealized +86.1%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,783 Shares 19,541 Est. Cost $54.58 Unrealized +54.5%
VTV VANGUARD VALUE INDEX 0.8%
Value ($000) $1,771 Shares 17,165 Est. Cost $103.71 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.7%
Value ($000) $1,605 Shares 34,163 Est. Cost $46.37 Unrealized
JPM JP MORGAN CHASE & CO COM 0.7%
Value ($000) $1,513 Shares 13,757 Est. Cost $59.19 Unrealized +54.5%
VSS VANGUARD FTSE ALL WORLD 0.6%
Value ($000) $1,433 Shares 12,014 Est. Cost $119.07 Unrealized
VDE VANGUARD ENERGY ETF (MKT) 0.6%
Value ($000) $1,425 Shares 15,421 Est. Cost $94.32 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,419 Shares 12,995 Est. Cost $81.00 Unrealized +10.2%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,389 Shares 46,329 Est. Cost $18.57 Unrealized +40.3%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.6%
Value ($000) $1,330 Shares 11,087 Est. Cost $119.00 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 0.6%
Value ($000) $1,321 Shares 6,400 Est. Cost $197.19 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,311 Shares 30,193 Est. Cost $31.90 Unrealized +9.9%
BROADCOM LTD 0.6%
Value ($000) $1,288 Shares 5,467 Est. Cost $197.41 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,240 Shares 7,762 Est. Cost $137.34 Unrealized +29.8%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,237 Shares 20,648 Est. Cost $37.51 Unrealized +40.2%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,208 Shares 17,912 Est. Cost $46.99 Unrealized +10.5%
HD HOME DEPOT INC 0.5%
Value ($000) $1,186 Shares 6,652 Est. Cost $112.75 Unrealized +37.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $1,180 Shares 9,115 Est. Cost $129.83 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,179 Shares 5,510 Est. Cost $143.51 Unrealized +40.1%
CCI CROWN CASTLE INTL CORP 0.5%
Value ($000) $1,178 Shares 10,753 Est. Cost $62.31 Unrealized +24.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,148 Shares 7,342 Est. Cost $90.00 Unrealized +51.8%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $1,129 Shares 7,811 Est. Cost $84.60 Unrealized +38.9%
DUK DUKE ENERGY CORP 0.5%
Value ($000) $1,124 Shares 14,501 Est. Cost $48.05 Unrealized +16.7%
BCE BCE INC 0.5%
Value ($000) $1,111 Shares 25,815 Est. Cost $24.78 Unrealized +11.0%
NVDA NVIDIA CORP 0.5%
Value ($000) $1,103 Shares 4,761 Est. Cost $3.15 Unrealized +84.5%
PFE PFIZER INC 0.5%
Value ($000) $1,051 Shares 29,604 Est. Cost $21.48 Unrealized +12.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,038 Shares 8,102 Est. Cost $93.84 Unrealized +15.5%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $1,037 Shares 26,534 Est. Cost $40.71 Unrealized
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,034 Shares 4,783 Est. Cost $130.71 Unrealized +55.6%
CMCSA COMCAST CORP 0.5%
Value ($000) $1,022 Shares 29,922 Est. Cost $28.00 Unrealized +13.5%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $999 Shares 6,582 Est. Cost $145.60 Unrealized
VOD VODAFONE GROUP PLC 0.4%
Value ($000) $992 Shares 35,676 Est. Cost $30.29 Unrealized
MMM 3M CO 0.4%
Value ($000) $987 Shares 4,493 Est. Cost $105.16 Unrealized +42.8%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.4%
Value ($000) $987 Shares 9,022 Est. Cost $108.81 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $980 Shares 12,264 Est. Cost $81.46 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $972 Shares 18,640 Est. Cost $27.12 Unrealized +72.2%
DIS DISNEY WALT CO 0.4%
Value ($000) $960 Shares 9,558 Est. Cost $99.01 Unrealized +2.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $950 Shares 6,193 Est. Cost $97.97 Unrealized +9.5%
NGG NATIONAL GRID PLC 0.4%
Value ($000) $943 Shares 16,705 Est. Cost $62.53 Unrealized
SPY SPDR S&P 500 (MKT) 0.4%
Value ($000) $934 Shares 3,548 Est. Cost $242.67 Unrealized
V VISA INC 0.4%
Value ($000) $931 Shares 7,787 Est. Cost $82.44 Unrealized +39.2%
TIP ISHARES TIPS BOND (MKT) 0.4%
Value ($000) $930 Shares 8,225 Est. Cost $112.67 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.4%
Value ($000) $928 Shares 14,180 Est. Cost $42.84 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $914 Shares 8,302 Est. Cost $85.62 Unrealized +0.7%
XLE ENERGY SELECT SECTOR SPDRR (MKT) 0.4%
Value ($000) $878 Shares 13,024 Est. Cost $69.71 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $844 Shares 16,108 Est. Cost $41.12 Unrealized +16.1%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $837 Shares 9,024 Est. Cost $45.50 Unrealized +49.8%
SO SOUTHERN CO 0.4%
Value ($000) $830 Shares 18,583 Est. Cost $30.19 Unrealized +6.5%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $799 Shares 5,103 Est. Cost $110.09 Unrealized +24.3%
GOOG ALPHABET INC 0.3%
Value ($000) $782 Shares 758 Est. Cost $41.17 Unrealized +33.1%
ETN EATON CORP PLC 0.3%
Value ($000) $720 Shares 9,007 Est. Cost $59.86 Unrealized +17.4%
TIME WARNER INC NEW 0.3%
Value ($000) $715 Shares 7,565 Est. Cost $98.59 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $695 Shares 13,345 Est. Cost $29.30 Unrealized +36.7%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $685 Shares 13,124 Est. Cost $35.18 Unrealized +36.8%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $677 Shares 19,358 Est. Cost $33.50 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $665 Shares 3,528 Est. Cost $138.70 Unrealized +22.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.3%
Value ($000) $664 Shares 11,498 Est. Cost $65.82 Unrealized
SNY SANOFI 0.3%
Value ($000) $662 Shares 16,515 Est. Cost $42.80 Unrealized
DOWDUPONT INC COM 0.3%
Value ($000) $653 Shares 10,257 Est. Cost $69.21 Unrealized
CSX CSX CORP 0.3%
Value ($000) $649 Shares 11,650 Est. Cost $13.62 Unrealized +23.4%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $648 Shares 3,969 Est. Cost $21.44 Unrealized +47.8%
CE CELANESE CORP 0.3%
Value ($000) $634 Shares 6,324 Est. Cost $74.47 Unrealized +21.7%
INGERSOLL RAND PLC 0.3%
Value ($000) $631 Shares 7,380 Est. Cost $86.22 Unrealized
PPL PPL CORP 0.3%
Value ($000) $630 Shares 22,239 Est. Cost $22.09 Unrealized -5.5%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $604 Shares 13,801 Est. Cost $33.00 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $604 Shares 4,109 Est. Cost $147.11 Unrealized
AMERIGAS PARTNERS L P 0.3%
Value ($000) $600 Shares 15,000 Est. Cost $40.00 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $582 Shares 8,025 Est. Cost $53.47 Unrealized +23.5%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $580 Shares 9,159 Est. Cost $42.01 Unrealized +14.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $572 Shares 4,215 Est. Cost $135.71 Unrealized
PSA PUBLIC STORAGE 0.3%
Value ($000) $568 Shares 2,836 Est. Cost $146.19 Unrealized -3.6%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $544 Shares 8,130 Est. Cost $50.05 Unrealized +32.1%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $531 Shares 2,662 Est. Cost $144.81 Unrealized +41.8%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $511 Shares 3,517 Est. Cost $96.81 Unrealized +18.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $505 Shares 3,292 Est. Cost $108.59 Unrealized +29.6%
NKE NIKE INC 0.2%
Value ($000) $504 Shares 7,588 Est. Cost $48.29 Unrealized +23.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $504 Shares 2,212 Est. Cost $150.38 Unrealized +29.1%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $487 Shares 4,185 Est. Cost $80.39 Unrealized +41.1%
VOYA VOYA FINL INC 0.2%
Value ($000) $484 Shares 9,594 Est. Cost $33.09 Unrealized +40.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $482 Shares 11,541 Est. Cost $35.87 Unrealized -0.0%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $479 Shares 3,951 Est. Cost $95.96 Unrealized +22.8%
ORCL ORACLE CORP 0.2%
Value ($000) $475 Shares 10,376 Est. Cost $35.15 Unrealized +25.9%
VO VANGUARD MID-CAP ETF (MKT) 0.2%
Value ($000) $473 Shares 3,070 Est. Cost $153.75 Unrealized
SGC SUPERIOR UNIFORM GP INC COM 0.2%
Value ($000) $473 Shares 18,000 Est. Cost $25.47 Unrealized 0.0%
IVZ INVESCO LTD 0.2%
Value ($000) $471 Shares 14,715 Est. Cost $21.15 Unrealized +11.7%
HIG HARTFORD FINANCIAL SERVICES 0.2%
Value ($000) $458 Shares 8,884 Est. Cost $40.40 Unrealized +13.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $446 Shares 5,769 Est. Cost $69.00 Unrealized +3.9%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $432 Shares 10,285 Est. Cost $24.17 Unrealized +33.7%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $426 Shares 6,216 Est. Cost $40.94 Unrealized +24.5%
WELL WELLTOWER INC 0.2%
Value ($000) $425 Shares 7,795 Est. Cost $47.53 Unrealized -9.6%
VTR VENTAS INC 0.2%
Value ($000) $421 Shares 8,496 Est. Cost $37.28 Unrealized +0.4%
NUE NUCOR CORP 0.2%
Value ($000) $420 Shares 6,869 Est. Cost $47.82 Unrealized +16.7%
MA MASTERCARD INC 0.2%
Value ($000) $416 Shares 2,373 Est. Cost $96.34 Unrealized +69.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $415 Shares 3,995 Est. Cost $61.29 Unrealized +41.7%
BP BP PLC 0.2%
Value ($000) $411 Shares 10,121 Est. Cost $35.38 Unrealized
L LOEWS CORP 0.2%
Value ($000) $410 Shares 8,245 Est. Cost $45.83 Unrealized +6.6%
BA BOEING CO 0.2%
Value ($000) $408 Shares 1,245 Est. Cost $204.60 Unrealized +57.8%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $400 Shares 6,985 Est. Cost $23.90 Unrealized +30.7%
YUM YUM! BRANDS INC 0.2%
Value ($000) $398 Shares 4,680 Est. Cost $57.96 Unrealized +22.5%
CM CDN IMPERIAL BK 0.2%
Value ($000) $361 Shares 4,090 Est. Cost $29.43 Unrealized +9.3%
TOTAL S A 0.2%
Value ($000) $358 Shares 6,207 Est. Cost $52.84 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.2%
Value ($000) $352 Shares 3,478 Est. Cost $78.11 Unrealized
SYF SYNCHRONY FINL 0.2%
Value ($000) $351 Shares 10,470 Est. Cost $25.39 Unrealized +20.1%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $350 Shares 5,398 Est. Cost $52.14 Unrealized +10.2%
ALLY ALLY FINL INC 0.2%
Value ($000) $339 Shares 12,484 Est. Cost $15.75 Unrealized +43.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $332 Shares 983 Est. Cost $205.01 Unrealized +34.4%
WMT WALMART, INC 0.1%
Value ($000) $332 Shares 3,735 Est. Cost $21.50 Unrealized +31.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $328 Shares 5,674 Est. Cost $48.44 Unrealized +0.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $318 Shares 2,531 Est. Cost $104.68 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $311 Shares 7,240 Est. Cost $25.31 Unrealized +32.2%
ANDEAVOR COM 0.1%
Value ($000) $309 Shares 3,077 Est. Cost $103.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $302 Shares 1,021 Est. Cost $16.99 Unrealized +60.3%
AMGN AMGEN INC 0.1%
Value ($000) $300 Shares 1,761 Est. Cost $130.66 Unrealized +10.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $284 Shares 6,307 Est. Cost $40.78 Unrealized +0.5%
DEO DIAGEO PLC 0.1%
Value ($000) $273 Shares 2,009 Est. Cost $107.97 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $272 Shares 3,103 Est. Cost $64.33 Unrealized +27.3%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $267 Shares 5,000 Est. Cost $55.09 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $259 Shares 2,471 Est. Cost $84.14 Unrealized +1.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $257 Shares 2,760 Est. Cost $73.92 Unrealized +17.7%
EXC EXELON CORP 0.1%
Value ($000) $254 Shares 6,505 Est. Cost $18.83 Unrealized +9.0%
PFF ISHARES US PREFERRED STOCK (MKT) 0.1%
Value ($000) $244 Shares 6,500 Est. Cost $39.50 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $243 Shares 2,074 Est. Cost $81.57 Unrealized +31.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $224 Shares 4,115 Est. Cost $54.00 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $221 Shares 2,262 Est. Cost $51.58 Unrealized +63.4%
HAL HALLIBURTON CO 0.1%
Value ($000) $218 Shares 4,635 Est. Cost $40.88 Unrealized +3.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $216 Shares 1,462 Est. Cost $113.55 Unrealized +23.2%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $212 Shares 3,090 Est. Cost $46.48 Unrealized +29.9%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $208 Shares 1,832 Est. Cost $83.96 Unrealized +17.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $193 Shares 14,311 Est. Cost $17.93 Unrealized