Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $273,685 (100.0% shares, 0.0% debt)

Holdings (162)

IJH ISHARES CORE S&P MID-CAP (MKT) 6.6%
Value ($000) $18,008 Shares 92,699 Est. Cost $186.51 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.3%
Value ($000) $17,324 Shares 221,309 Est. Cost $81.49 Unrealized
VOO VANGUARD S&P 500 ETF 5.3%
Value ($000) $14,395 Shares 53,483 Est. Cost $243.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 4.7%
Value ($000) $12,773 Shares 118,490 Est. Cost $103.95 Unrealized
LMBS FIRST TRUST LOW 3.6%
Value ($000) $9,896 Shares 191,490 Est. Cost $51.01 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 3.4%
Value ($000) $9,201 Shares 25,946 Est. Cost $295.38 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 3.3%
Value ($000) $8,974 Shares 157,566 Est. Cost $73.49 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 2.5%
Value ($000) $6,843 Shares 222,743 Est. Cost $30.42 Unrealized
VTV VANGUARD VALUE INDEX 2.1%
Value ($000) $5,822 Shares 52,492 Est. Cost $102.65 Unrealized
XOM EXXON MOBIL CORP 1.9%
Value ($000) $5,312 Shares 69,321 Est. Cost $52.66 Unrealized +8.0%
SPY SPDR S&P 500 (MKT) 1.8%
Value ($000) $4,951 Shares 16,896 Est. Cost $257.16 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.8%
Value ($000) $4,797 Shares 54,885 Est. Cost $81.72 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 1.7%
Value ($000) $4,613 Shares 15,650 Est. Cost $255.27 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.6%
Value ($000) $4,512 Shares 68,646 Est. Cost $68.16 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.6%
Value ($000) $4,399 Shares 71,633 Est. Cost $64.37 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $4,202 Shares 21,229 Est. Cost $31.91 Unrealized +46.1%
AMZN AMAZON COM INC 1.3%
Value ($000) $3,458 Shares 1,826 Est. Cost $47.44 Unrealized +96.4%
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $3,351 Shares 50,300 Est. Cost $57.08 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $2,909 Shares 18,486 Est. Cost $126.06 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,744 Shares 20,490 Est. Cost $60.27 Unrealized +98.3%
EEM ISHARES MSCI EMERGING MARKETS 1.0%
Value ($000) $2,680 Shares 62,446 Est. Cost $45.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.9%
Value ($000) $2,591 Shares 50,376 Est. Cost $56.37 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,521 Shares 22,988 Est. Cost $64.25 Unrealized +40.9%
GOOGL ALPHABET INC 0.9%
Value ($000) $2,474 Shares 2,285 Est. Cost $43.13 Unrealized +33.2%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,432 Shares 19,537 Est. Cost $64.63 Unrealized +39.6%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.9%
Value ($000) $2,361 Shares 29,258 Est. Cost $79.44 Unrealized
T AT&T INC 0.8%
Value ($000) $2,170 Shares 64,750 Est. Cost $13.58 Unrealized +11.0%
MRK MERCK & CO INC 0.7%
Value ($000) $2,049 Shares 24,439 Est. Cost $39.29 Unrealized +58.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,993 Shares 34,876 Est. Cost $27.97 Unrealized +43.1%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.7%
Value ($000) $1,899 Shares 45,538 Est. Cost $44.16 Unrealized
JPM JP MORGAN CHASE & CO COM 0.7%
Value ($000) $1,858 Shares 16,615 Est. Cost $64.08 Unrealized +43.6%
SPDR S&P 600 SMALL CAP 0.7%
Value ($000) $1,840 Shares 27,208 Est. Cost $60.59 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,807 Shares 13,782 Est. Cost $82.63 Unrealized +26.8%
VDE VANGUARD ENERGY ETF (MKT) 0.6%
Value ($000) $1,763 Shares 20,738 Est. Cost $95.22 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $1,716 Shares 21,856 Est. Cost $58.31 Unrealized -0.1%
META FACEBOOK INC 0.6%
Value ($000) $1,715 Shares 8,886 Est. Cost $140.98 Unrealized +28.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $1,710 Shares 13,100 Est. Cost $130.93 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.6%
Value ($000) $1,696 Shares 15,227 Est. Cost $109.34 Unrealized
V VISA INC 0.6%
Value ($000) $1,653 Shares 9,526 Est. Cost $93.97 Unrealized +66.4%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,635 Shares 19,435 Est. Cost $38.86 Unrealized +80.7%
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $1,607 Shares 5,455 Est. Cost $148.73 Unrealized +86.7%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,514 Shares 52,212 Est. Cost $19.19 Unrealized +27.7%
HD HOME DEPOT INC 0.5%
Value ($000) $1,477 Shares 7,103 Est. Cost $118.41 Unrealized +43.2%
PFE PFIZER INC 0.5%
Value ($000) $1,463 Shares 33,769 Est. Cost $22.72 Unrealized +28.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,462 Shares 5,991 Est. Cost $154.72 Unrealized +39.3%
KO COCA COLA CO 0.5%
Value ($000) $1,452 Shares 28,504 Est. Cost $32.67 Unrealized +22.2%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,430 Shares 25,600 Est. Cost $84.16 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $1,374 Shares 21,568 Est. Cost $70.93 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,364 Shares 28,816 Est. Cost $31.21 Unrealized -0.9%
AVGO BROADCOM INC COM 0.5%
Value ($000) $1,359 Shares 4,721 Est. Cost $19.73 Unrealized +23.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $1,351 Shares 16,258 Est. Cost $81.63 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,348 Shares 9,650 Est. Cost $99.70 Unrealized +28.4%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $1,307 Shares 7,489 Est. Cost $86.51 Unrealized +60.3%
AGG ISHARES CORE TOTAL US BOND 0.5%
Value ($000) $1,297 Shares 11,644 Est. Cost $109.05 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,295 Shares 9,297 Est. Cost $96.70 Unrealized +18.7%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.5%
Value ($000) $1,283 Shares 10,087 Est. Cost $119.52 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,263 Shares 16,336 Est. Cost $47.31 Unrealized +20.2%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $1,256 Shares 17,267 Est. Cost $44.84 Unrealized +32.4%
IWM ISHARES RUSSELL 2000 (MKT) 0.5%
Value ($000) $1,248 Shares 8,027 Est. Cost $144.01 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.4%
Value ($000) $1,195 Shares 7,150 Est. Cost $157.36 Unrealized
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $1,174 Shares 9,012 Est. Cost $63.34 Unrealized +52.5%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,102 Shares 5,304 Est. Cost $94.60 Unrealized +79.4%
SUB ISHARES ST NATIONAL AMTFREE 0.4%
Value ($000) $1,090 Shares 10,233 Est. Cost $105.43 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,082 Shares 27,034 Est. Cost $40.75 Unrealized
CSX CSX CORP 0.4%
Value ($000) $1,054 Shares 13,621 Est. Cost $14.92 Unrealized +57.9%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.4%
Value ($000) $1,052 Shares 9,300 Est. Cost $111.29 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,047 Shares 18,950 Est. Cost $32.07 Unrealized +28.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $1,041 Shares 8,220 Est. Cost $89.12 Unrealized
BCE BCE INC 0.4%
Value ($000) $1,022 Shares 22,486 Est. Cost $25.04 Unrealized +16.5%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,015 Shares 4,954 Est. Cost $24.60 Unrealized +69.9%
VB VANGUARD SMALL CAP ETF (MKT) 0.4%
Value ($000) $977 Shares 6,241 Est. Cost $150.52 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $966 Shares 10,940 Est. Cost $48.33 Unrealized +40.2%
CMCSA COMCAST CORP 0.4%
Value ($000) $960 Shares 22,697 Est. Cost $28.10 Unrealized +26.5%
NKE NIKE INC 0.3%
Value ($000) $910 Shares 10,845 Est. Cost $56.28 Unrealized +37.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $894 Shares 6,705 Est. Cost $86.31 Unrealized +18.4%
GOOG ALPHABET INC 0.3%
Value ($000) $879 Shares 813 Est. Cost $43.09 Unrealized +32.9%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $878 Shares 4,296 Est. Cost $105.16 Unrealized +59.9%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $860 Shares 3,256 Est. Cost $143.31 Unrealized +58.1%
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $839 Shares 30,397 Est. Cost $22.94 Unrealized
NGG NATIONAL GRID PLC 0.3%
Value ($000) $833 Shares 15,670 Est. Cost $61.87 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $820 Shares 5,437 Est. Cost $110.90 Unrealized +15.9%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $814 Shares 9,508 Est. Cost $46.85 Unrealized +34.5%
VOD VODAFONE GROUP PLC 0.3%
Value ($000) $796 Shares 48,761 Est. Cost $26.01 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $786 Shares 9,150 Est. Cost $55.70 Unrealized +34.6%
ETN EATON CORP PLC 0.3%
Value ($000) $778 Shares 9,343 Est. Cost $60.31 Unrealized +18.4%
BP BP PLC 0.3%
Value ($000) $755 Shares 18,088 Est. Cost $38.24 Unrealized
CE CELANESE CORP 0.3%
Value ($000) $740 Shares 6,865 Est. Cost $75.80 Unrealized +20.6%
ACN ACCENTURE PLC 0.3%
Value ($000) $720 Shares 3,898 Est. Cost $115.58 Unrealized +41.6%
PPL PPL CORP 0.3%
Value ($000) $715 Shares 23,051 Est. Cost $22.33 Unrealized +4.5%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $715 Shares 4,712 Est. Cost $89.52 Unrealized +73.0%
INTC INTEL CORP 0.3%
Value ($000) $710 Shares 14,826 Est. Cost $31.28 Unrealized +37.8%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $703 Shares 18,213 Est. Cost $27.28 Unrealized +36.3%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $686 Shares 14,506 Est. Cost $41.12 Unrealized -4.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $665 Shares 4,825 Est. Cost $97.97 Unrealized +0.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $635 Shares 5,735 Est. Cost $70.51 Unrealized +53.2%
YUM YUM! BRANDS INC 0.2%
Value ($000) $624 Shares 5,640 Est. Cost $62.78 Unrealized +46.4%
MMM 3M CO 0.2%
Value ($000) $612 Shares 3,531 Est. Cost $105.16 Unrealized +14.7%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $604 Shares 8,093 Est. Cost $50.46 Unrealized +40.1%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $597 Shares 14,850 Est. Cost $35.95 Unrealized +10.4%
VOYA VOYA FINL INC 0.2%
Value ($000) $596 Shares 10,775 Est. Cost $34.59 Unrealized +39.2%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $593 Shares 16,994 Est. Cost $53.67 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $590 Shares 8,629 Est. Cost $38.93 Unrealized +25.4%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $587 Shares 14,220 Est. Cost $33.75 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $581 Shares 5,061 Est. Cost $65.77 Unrealized +41.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $573 Shares 3,815 Est. Cost $135.59 Unrealized
BA BOEING CO 0.2%
Value ($000) $568 Shares 1,560 Est. Cost $235.82 Unrealized +51.5%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $559 Shares 10,209 Est. Cost $29.19 Unrealized +54.8%
CM CDN IMPERIAL BK 0.2%
Value ($000) $544 Shares 6,921 Est. Cost $29.67 Unrealized -1.1%
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $529 Shares 13,494 Est. Cost $33.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $525 Shares 2,462 Est. Cost $159.99 Unrealized +29.3%
GIS GENERAL MILLS INC 0.2%
Value ($000) $514 Shares 9,784 Est. Cost $38.05 Unrealized +8.3%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $507 Shares 7,948 Est. Cost $24.53 Unrealized +22.8%
WELL WELLTOWER INC 0.2%
Value ($000) $500 Shares 6,126 Est. Cost $47.53 Unrealized +34.6%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $488 Shares 4,718 Est. Cost $82.57 Unrealized -2.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $475 Shares 2,413 Est. Cost $151.85 Unrealized +15.4%
SNY SANOFI 0.2%
Value ($000) $469 Shares 10,839 Est. Cost $42.80 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $462 Shares 9,635 Est. Cost $21.31 Unrealized +31.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $453 Shares 1,247 Est. Cost $215.36 Unrealized +29.9%
ORCL ORACLE CORP 0.2%
Value ($000) $443 Shares 7,783 Est. Cost $36.26 Unrealized +35.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $439 Shares 8,137 Est. Cost $36.46 Unrealized +21.0%
WMT WALMART, INC 0.2%
Value ($000) $438 Shares 3,966 Est. Cost $22.49 Unrealized +39.2%
TOTAL S A 0.2%
Value ($000) $436 Shares 7,814 Est. Cost $53.17 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $429 Shares 10,101 Est. Cost $44.72 Unrealized
L LOEWS CORP 0.2%
Value ($000) $425 Shares 7,777 Est. Cost $45.83 Unrealized +8.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $425 Shares 3,446 Est. Cost $78.38 Unrealized +37.1%
MA MASTERCARD INC 0.2%
Value ($000) $413 Shares 1,560 Est. Cost $96.34 Unrealized +150.5%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $410 Shares 4,651 Est. Cost $40.94 Unrealized +66.7%
AMGN AMGEN INC 0.1%
Value ($000) $408 Shares 2,213 Est. Cost $137.36 Unrealized +6.4%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $407 Shares 29,442 Est. Cost $9.79 Unrealized +0.5%
NFLX NETFLIX INC 0.1%
Value ($000) $399 Shares 1,085 Est. Cost $18.14 Unrealized +98.9%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $383 Shares 3,783 Est. Cost $95.67 Unrealized -3.2%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $377 Shares 7,507 Est. Cost $54.77 Unrealized -10.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $367 Shares 4,373 Est. Cost $49.16 Unrealized +38.2%
ALLY ALLY FINL INC 0.1%
Value ($000) $365 Shares 11,792 Est. Cost $15.75 Unrealized +51.6%
NUE NUCOR CORP 0.1%
Value ($000) $362 Shares 6,562 Est. Cost $48.03 Unrealized -0.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $353 Shares 2,134 Est. Cost $92.16 Unrealized +53.0%
DEO DIAGEO PLC 0.1%
Value ($000) $344 Shares 1,996 Est. Cost $109.67 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $339 Shares 2,067 Est. Cost $3.17 Unrealized +29.8%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $338 Shares 9,548 Est. Cost $24.17 Unrealized +7.6%
IVZ INVESCO LTD 0.1%
Value ($000) $333 Shares 16,250 Est. Cost $13.90 Unrealized +9.2%
O REALTY INCOME CORP 0.1%
Value ($000) $331 Shares 4,802 Est. Cost $43.71 Unrealized +13.2%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $321 Shares 2,461 Est. Cost $105.36 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $313 Shares 3,101 Est. Cost $65.46 Unrealized +42.8%
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $305 Shares 5,465 Est. Cost $40.40 Unrealized +12.9%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $291 Shares 3,320 Est. Cost $65.18 Unrealized +17.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $274 Shares 6,036 Est. Cost $41.83 Unrealized -13.7%
SYF SYNCHRONY FINL 0.1%
Value ($000) $264 Shares 7,619 Est. Cost $25.52 Unrealized +12.6%
GLW CORNING INC 0.1%
Value ($000) $260 Shares 7,815 Est. Cost $26.25 Unrealized +1.4%
CI CIGNA CORP 0.1%
Value ($000) $247 Shares 1,568 Est. Cost $185.12 Unrealized -22.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $247 Shares 841 Est. Cost $245.24 Unrealized +10.4%
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $244 Shares 1,787 Est. Cost $115.47 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $234 Shares 1,609 Est. Cost $109.35 Unrealized +17.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $232 Shares 1,688 Est. Cost $98.99 Unrealized +5.2%
DHR DANAHER CORP 0.1%
Value ($000) $229 Shares 1,601 Est. Cost $99.39 Unrealized +15.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $224 Shares 1,840 Est. Cost $90.64 Unrealized +9.2%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $221 Shares 2,704 Est. Cost $64.06 Unrealized +6.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $221 Shares 1,960 Est. Cost $88.44 Unrealized +8.5%
SCHH SCHWAB US REIT ETF 0.1%
Value ($000) $209 Shares 4,696 Est. Cost $44.51 Unrealized
UNILEVER NV 0.1%
Value ($000) $206 Shares 3,395 Est. Cost $60.68 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $205 Shares 748 Est. Cost $301.97 Unrealized 0.0%
RITM RESIDENTIAL INVT CORP COM 0.1%
Value ($000) $181 Shares 11,790 Est. Cost $14.25 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $138 Shares 13,170 Est. Cost $11.26 Unrealized