Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 26, 2019

Total Value ($000): $260,591 (100.0% shares, 0.0% debt)

Holdings (162)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.2%
Value ($000) $16,071 Shares 208,315 Est. Cost $81.69 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 5.8%
Value ($000) $15,219 Shares 80,350 Est. Cost $185.32 Unrealized
VOO VANGUARD S&P 500 ETF 5.1%
Value ($000) $13,357 Shares 51,465 Est. Cost $242.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 4.1%
Value ($000) $10,668 Shares 102,151 Est. Cost $103.34 Unrealized
LMBS FIRST TRUST LOW 3.7%
Value ($000) $9,735 Shares 189,836 Est. Cost $51.01 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 3.5%
Value ($000) $9,104 Shares 26,358 Est. Cost $295.38 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 3.3%
Value ($000) $8,718 Shares 158,116 Est. Cost $73.49 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 2.3%
Value ($000) $5,948 Shares 192,739 Est. Cost $30.37 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $5,545 Shares 68,621 Est. Cost $52.62 Unrealized +5.3%
VTV VANGUARD VALUE INDEX 2.1%
Value ($000) $5,469 Shares 50,810 Est. Cost $102.38 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.9%
Value ($000) $4,867 Shares 80,091 Est. Cost $64.37 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.9%
Value ($000) $4,834 Shares 55,612 Est. Cost $81.72 Unrealized
SPY SPDR S&P 500 (MKT) 1.8%
Value ($000) $4,735 Shares 16,762 Est. Cost $257.16 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.7%
Value ($000) $4,426 Shares 68,239 Est. Cost $68.16 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 1.6%
Value ($000) $4,220 Shares 14,831 Est. Cost $253.09 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $4,130 Shares 21,745 Est. Cost $31.91 Unrealized +26.7%
AMZN AMAZON COM INC 1.2%
Value ($000) $3,223 Shares 1,810 Est. Cost $47.44 Unrealized +75.4%
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $3,133 Shares 48,650 Est. Cost $56.75 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $2,798 Shares 18,486 Est. Cost $126.06 Unrealized
IEMG ISHARES CORE MSCI EMERGING 1.1%
Value ($000) $2,773 Shares 53,634 Est. Cost $56.37 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $2,733 Shares 2,322 Est. Cost $43.13 Unrealized +29.9%
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $2,439 Shares 56,836 Est. Cost $45.53 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,422 Shares 20,533 Est. Cost $60.27 Unrealized +69.7%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,419 Shares 23,246 Est. Cost $64.25 Unrealized +27.7%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,419 Shares 19,640 Est. Cost $64.63 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,248 Shares 38,021 Est. Cost $27.97 Unrealized +39.3%
MRK MERCK & CO INC 0.8%
Value ($000) $2,184 Shares 26,257 Est. Cost $39.29 Unrealized +53.5%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.8%
Value ($000) $2,154 Shares 27,011 Est. Cost $79.34 Unrealized
T AT&T INC 0.8%
Value ($000) $2,048 Shares 65,311 Est. Cost $13.58 Unrealized +4.3%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.7%
Value ($000) $1,883 Shares 46,078 Est. Cost $44.16 Unrealized
SPDR S&P 600 SMALL CAP 0.7%
Value ($000) $1,819 Shares 27,283 Est. Cost $60.59 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.7%
Value ($000) $1,817 Shares 20,560 Est. Cost $58.31 Unrealized -3.8%
VDE VANGUARD ENERGY ETF (MKT) 0.7%
Value ($000) $1,741 Shares 19,477 Est. Cost $95.88 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,716 Shares 14,003 Est. Cost $82.63 Unrealized +11.9%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,701 Shares 29,618 Est. Cost $31.21 Unrealized -4.8%
JPM JP MORGAN CHASE & CO COM 0.6%
Value ($000) $1,673 Shares 16,531 Est. Cost $64.08 Unrealized +33.2%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,665 Shares 20,824 Est. Cost $38.86 Unrealized +70.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $1,648 Shares 12,803 Est. Cost $130.93 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.6%
Value ($000) $1,583 Shares 14,675 Est. Cost $109.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,480 Shares 5,987 Est. Cost $154.72 Unrealized +47.1%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,463 Shares 4,865 Est. Cost $19.73 Unrealized +14.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,440 Shares 21,774 Est. Cost $70.93 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,431 Shares 33,684 Est. Cost $22.72 Unrealized +28.7%
KO COCA COLA CO 0.5%
Value ($000) $1,425 Shares 30,412 Est. Cost $32.67 Unrealized +15.6%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,421 Shares 51,496 Est. Cost $19.12 Unrealized +25.0%
V VISA INC 0.5%
Value ($000) $1,408 Shares 9,014 Est. Cost $90.43 Unrealized +51.9%
META FACEBOOK INC 0.5%
Value ($000) $1,398 Shares 8,389 Est. Cost $138.58 Unrealized +14.0%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,395 Shares 5,236 Est. Cost $143.34 Unrealized +75.9%
HD HOME DEPOT INC 0.5%
Value ($000) $1,384 Shares 7,212 Est. Cost $118.41 Unrealized +30.6%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,381 Shares 25,600 Est. Cost $84.16 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,296 Shares 9,272 Est. Cost $96.70 Unrealized +14.1%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $1,288 Shares 15,987 Est. Cost $43.67 Unrealized +39.7%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.5%
Value ($000) $1,246 Shares 10,087 Est. Cost $119.52 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,244 Shares 16,237 Est. Cost $47.31 Unrealized +13.9%
IWM ISHARES RUSSELL 2000 (MKT) 0.5%
Value ($000) $1,229 Shares 8,027 Est. Cost $144.01 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $1,184 Shares 7,447 Est. Cost $86.51 Unrealized +40.1%
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $1,157 Shares 9,041 Est. Cost $63.34 Unrealized +37.9%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,107 Shares 26,503 Est. Cost $40.76 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.4%
Value ($000) $1,085 Shares 10,233 Est. Cost $105.43 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,066 Shares 9,595 Est. Cost $99.70 Unrealized +8.2%
VO VANGUARD MID-CAP ETF (MKT) 0.4%
Value ($000) $1,065 Shares 6,625 Est. Cost $156.59 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.4%
Value ($000) $1,062 Shares 9,735 Est. Cost $108.59 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $1,047 Shares 40,706 Est. Cost $22.94 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $1,025 Shares 12,625 Est. Cost $81.20 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,009 Shares 5,314 Est. Cost $94.60 Unrealized +63.4%
CSX CSX CORP 0.4%
Value ($000) $1,002 Shares 13,393 Est. Cost $14.77 Unrealized +42.8%
BCE BCE INC 0.4%
Value ($000) $986 Shares 22,225 Est. Cost $24.99 Unrealized +10.1%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $980 Shares 10,879 Est. Cost $48.33 Unrealized +38.5%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $948 Shares 4,905 Est. Cost $24.60 Unrealized +56.9%
VOD VODAFONE GROUP PLC 0.4%
Value ($000) $947 Shares 52,100 Est. Cost $26.01 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $937 Shares 799 Est. Cost $42.85 Unrealized +30.0%
CMCSA COMCAST CORP 0.4%
Value ($000) $915 Shares 22,875 Est. Cost $28.10 Unrealized +12.2%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $899 Shares 5,882 Est. Cost $150.15 Unrealized
NGG NATIONAL GRID PLC 0.3%
Value ($000) $889 Shares 15,928 Est. Cost $61.87 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $870 Shares 16,832 Est. Cost $30.90 Unrealized +21.1%
INGERSOLL RAND PLC 0.3%
Value ($000) $861 Shares 7,980 Est. Cost $87.99 Unrealized
NKE NIKE INC 0.3%
Value ($000) $857 Shares 10,180 Est. Cost $54.92 Unrealized +37.2%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $827 Shares 4,196 Est. Cost $103.66 Unrealized +40.9%
INTC INTEL CORP 0.3%
Value ($000) $813 Shares 15,131 Est. Cost $31.28 Unrealized +40.1%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $798 Shares 9,412 Est. Cost $46.68 Unrealized +33.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $797 Shares 6,426 Est. Cost $85.62 Unrealized +6.6%
MMM 3M CO 0.3%
Value ($000) $790 Shares 3,801 Est. Cost $105.16 Unrealized +24.6%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $783 Shares 3,234 Est. Cost $143.31 Unrealized +38.4%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $766 Shares 5,336 Est. Cost $110.57 Unrealized +5.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $747 Shares 5,751 Est. Cost $70.51 Unrealized +57.3%
ETN EATON CORP PLC 0.3%
Value ($000) $743 Shares 9,219 Est. Cost $60.17 Unrealized +10.5%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $741 Shares 17,917 Est. Cost $27.12 Unrealized +39.0%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $731 Shares 4,616 Est. Cost $88.16 Unrealized +73.7%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $710 Shares 14,701 Est. Cost $41.12 Unrealized -0.9%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.3%
Value ($000) $708 Shares 6,365 Est. Cost $110.44 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $701 Shares 17,345 Est. Cost $33.75 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $698 Shares 9,170 Est. Cost $55.70 Unrealized +23.0%
BP BP PLC 0.3%
Value ($000) $697 Shares 15,950 Est. Cost $37.77 Unrealized
PPL PPL CORP 0.3%
Value ($000) $686 Shares 21,610 Est. Cost $22.26 Unrealized +3.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $681 Shares 4,825 Est. Cost $97.97 Unrealized -3.4%
CE CELANESE CORP 0.3%
Value ($000) $661 Shares 6,701 Est. Cost $75.41 Unrealized +14.3%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $651 Shares 8,099 Est. Cost $50.46 Unrealized +43.3%
ACN ACCENTURE PLC 0.2%
Value ($000) $650 Shares 3,693 Est. Cost $112.91 Unrealized +25.9%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $623 Shares 14,570 Est. Cost $35.88 Unrealized +14.1%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $603 Shares 14,431 Est. Cost $57.01 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $602 Shares 4,163 Est. Cost $135.59 Unrealized
BA BOEING CO 0.2%
Value ($000) $590 Shares 1,546 Est. Cost $235.82 Unrealized +59.1%
SNY SANOFI 0.2%
Value ($000) $562 Shares 12,700 Est. Cost $42.80 Unrealized
DOWDUPONT INC COM 0.2%
Value ($000) $555 Shares 10,408 Est. Cost $68.51 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $550 Shares 13,424 Est. Cost $33.00 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $547 Shares 5,476 Est. Cost $61.90 Unrealized +34.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $546 Shares 10,116 Est. Cost $29.19 Unrealized +35.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $533 Shares 5,027 Est. Cost $65.77 Unrealized +29.8%
VOYA VOYA FINL INC 0.2%
Value ($000) $525 Shares 10,505 Est. Cost $34.25 Unrealized +24.5%
VTR VENTAS INC 0.2%
Value ($000) $518 Shares 8,106 Est. Cost $38.30 Unrealized +23.4%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $511 Shares 2,544 Est. Cost $159.99 Unrealized +26.2%
GIS GENERAL MILLS INC 0.2%
Value ($000) $505 Shares 9,749 Est. Cost $38.05 Unrealized -5.9%
CM CDN IMPERIAL BK 0.2%
Value ($000) $491 Shares 6,208 Est. Cost $29.71 Unrealized +0.5%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $487 Shares 7,353 Est. Cost $54.90 Unrealized +2.9%
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $476 Shares 11,200 Est. Cost $44.72 Unrealized
WELL WELLTOWER INC 0.2%
Value ($000) $475 Shares 6,120 Est. Cost $47.53 Unrealized +26.9%
EXC EXELON CORP 0.2%
Value ($000) $469 Shares 9,349 Est. Cost $21.11 Unrealized +26.7%
ORCL ORACLE CORP 0.2%
Value ($000) $435 Shares 8,107 Est. Cost $36.26 Unrealized +27.1%
TOTAL S A 0.2%
Value ($000) $428 Shares 7,691 Est. Cost $53.12 Unrealized
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $425 Shares 7,792 Est. Cost $24.42 Unrealized +16.7%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $422 Shares 5,043 Est. Cost $40.94 Unrealized +52.6%
AMGN AMGEN INC 0.2%
Value ($000) $422 Shares 2,223 Est. Cost $137.36 Unrealized +12.6%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $413 Shares 2,358 Est. Cost $151.30 Unrealized -0.5%
NUE NUCOR CORP 0.2%
Value ($000) $413 Shares 7,086 Est. Cost $48.03 Unrealized +5.6%
MA MASTERCARD INC 0.2%
Value ($000) $399 Shares 1,694 Est. Cost $96.34 Unrealized +115.1%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $399 Shares 3,577 Est. Cost $83.35 Unrealized -2.9%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $399 Shares 3,930 Est. Cost $95.67 Unrealized -3.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $389 Shares 7,801 Est. Cost $36.13 Unrealized +7.3%
WMT WALMART, INC 0.1%
Value ($000) $388 Shares 3,979 Est. Cost $22.49 Unrealized +30.0%
NFLX NETFLIX INC 0.1%
Value ($000) $381 Shares 1,068 Est. Cost $17.85 Unrealized +94.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $379 Shares 3,464 Est. Cost $78.38 Unrealized +22.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $376 Shares 1,251 Est. Cost $215.36 Unrealized +13.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $374 Shares 2,081 Est. Cost $3.17 Unrealized +21.4%
L LOEWS CORP 0.1%
Value ($000) $373 Shares 7,785 Est. Cost $45.83 Unrealized +0.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $341 Shares 3,116 Est. Cost $65.46 Unrealized +34.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $329 Shares 6,904 Est. Cost $41.83 Unrealized -8.4%
DEO DIAGEO PLC 0.1%
Value ($000) $326 Shares 1,996 Est. Cost $109.67 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $324 Shares 11,800 Est. Cost $15.75 Unrealized +33.3%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $322 Shares 2,493 Est. Cost $105.36 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $316 Shares 4,245 Est. Cost $48.60 Unrealized +21.9%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $311 Shares 9,561 Est. Cost $24.17 Unrealized +6.0%
O REALTY INCOME CORP 0.1%
Value ($000) $308 Shares 4,176 Est. Cost $42.85 Unrealized +11.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $304 Shares 1,904 Est. Cost $86.26 Unrealized +45.4%
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $272 Shares 5,476 Est. Cost $40.40 Unrealized +0.9%
CI CIGNA CORP 0.1%
Value ($000) $271 Shares 1,684 Est. Cost $185.12 Unrealized -9.8%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $259 Shares 3,320 Est. Cost $65.18 Unrealized +8.2%
GLW CORNING INC 0.1%
Value ($000) $258 Shares 7,781 Est. Cost $26.25 Unrealized +3.0%
IVZ INVESCO LTD 0.1%
Value ($000) $234 Shares 12,128 Est. Cost $13.47 Unrealized 0.0%
SYF SYNCHRONY FINL 0.1%
Value ($000) $231 Shares 7,229 Est. Cost $25.35 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $226 Shares 17,813 Est. Cost $9.75 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $224 Shares 1,840 Est. Cost $90.64 Unrealized 0.0%
VSS VANGUARD FTSE ALL WORLD 0.1%
Value ($000) $224 Shares 2,144 Est. Cost $104.48 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $223 Shares 815 Est. Cost $244.42 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $221 Shares 1,804 Est. Cost $98.99 Unrealized -2.2%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $220 Shares 2,710 Est. Cost $64.06 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $213 Shares 1,614 Est. Cost $99.39 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $211 Shares 4,215 Est. Cost $50.06 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $209 Shares 1,810 Est. Cost $115.47 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $207 Shares 1,616 Est. Cost $109.35 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $206 Shares 1,960 Est. Cost $88.44 Unrealized 0.0%
RITM RESIDENTIAL INVT CORP COM 0.1%
Value ($000) $199 Shares 11,790 Est. Cost $14.25 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $128 Shares 12,790 Est. Cost $11.28 Unrealized