Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 5, 2020

Total Value ($000): $253,364 (100.0% shares, 0.0% debt)

Holdings (162)

IJH ISHARES CORE S&P MID-CAP (MKT) 6.0%
Value ($000) $15,324 Shares 106,520 Est. Cost $187.94 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.9%
Value ($000) $15,014 Shares 267,579 Est. Cost $81.38 Unrealized
VOO VANGUARD S&P 500 ETF 4.7%
Value ($000) $11,855 Shares 50,058 Est. Cost $245.34 Unrealized
LMBS FIRST TRUST LOW 4.1%
Value ($000) $10,382 Shares 203,557 Est. Cost $51.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 3.4%
Value ($000) $8,730 Shares 103,907 Est. Cost $104.45 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $6,288 Shares 24,729 Est. Cost $35.49 Unrealized +100.2%
MDY SPDR S&P MIDCAP 400 (MKT) 2.4%
Value ($000) $6,069 Shares 23,086 Est. Cost $295.38 Unrealized
IEFA ISHARES CORE MSCI EAFE 2.3%
Value ($000) $5,718 Shares 114,617 Est. Cost $60.20 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.2%
Value ($000) $5,668 Shares 140,039 Est. Cost $50.48 Unrealized
SPY SPDR S&P 500 (MKT) 2.2%
Value ($000) $5,534 Shares 21,472 Est. Cost $269.16 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.1%
Value ($000) $5,241 Shares 20,282 Est. Cost $256.40 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 1.9%
Value ($000) $4,854 Shares 88,390 Est. Cost $73.49 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 1.9%
Value ($000) $4,702 Shares 208,047 Est. Cost $30.42 Unrealized
VTV VANGUARD VALUE INDEX 1.8%
Value ($000) $4,517 Shares 50,725 Est. Cost $101.62 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,128 Shares 26,175 Est. Cost $76.78 Unrealized +103.6%
VNQ VANGUARD REAL ESTATE ETF 1.6%
Value ($000) $4,065 Shares 58,193 Est. Cost $86.40 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $3,781 Shares 1,939 Est. Cost $52.25 Unrealized +85.2%
EFA ISHARES MSCI EAFE (MKT) 1.3%
Value ($000) $3,396 Shares 63,513 Est. Cost $67.92 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $3,147 Shares 55,000 Est. Cost $57.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $2,900 Shares 19,250 Est. Cost $127.03 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.1%
Value ($000) $2,828 Shares 35,751 Est. Cost $79.66 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,721 Shares 2,342 Est. Cost $44.83 Unrealized +50.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,713 Shares 71,437 Est. Cost $52.22 Unrealized -19.4%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.9%
Value ($000) $2,297 Shares 20,322 Est. Cost $112.68 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,187 Shares 19,878 Est. Cost $64.67 Unrealized +60.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $2,160 Shares 25,307 Est. Cost $83.08 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.8%
Value ($000) $2,135 Shares 62,543 Est. Cost $44.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,098 Shares 39,050 Est. Cost $29.47 Unrealized +39.1%
V VISA INC 0.8%
Value ($000) $2,089 Shares 12,966 Est. Cost $114.88 Unrealized +57.3%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $2,063 Shares 6,484 Est. Cost $174.67 Unrealized +95.8%
META FACEBOOK INC 0.8%
Value ($000) $2,027 Shares 12,156 Est. Cost $154.42 Unrealized +25.9%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $1,991 Shares 25,235 Est. Cost $47.28 Unrealized +59.3%
AGG ISHARES CORE TOTAL US BOND 0.8%
Value ($000) $1,951 Shares 16,911 Est. Cost $110.90 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $1,868 Shares 24,282 Est. Cost $41.03 Unrealized +58.6%
T AT&T INC 0.7%
Value ($000) $1,847 Shares 63,371 Est. Cost $13.64 Unrealized +33.2%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $1,772 Shares 19,683 Est. Cost $69.36 Unrealized +49.4%
PEP PEPSICO INC 0.6%
Value ($000) $1,630 Shares 13,572 Est. Cost $85.06 Unrealized +32.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $1,625 Shares 22,274 Est. Cost $58.14 Unrealized +4.5%
SUB ISHARES ST NATIONAL AMTFREE 0.6%
Value ($000) $1,597 Shares 15,020 Est. Cost $105.75 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $1,585 Shares 11,151 Est. Cost $121.61 Unrealized +21.4%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $1,530 Shares 45,874 Est. Cost $44.16 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,519 Shares 20,959 Est. Cost $67.91 Unrealized +11.9%
ABBV ABBVIE INC SR NT 0.6%
Value ($000) $1,493 Shares 19,597 Est. Cost $46.33 Unrealized +45.0%
PFE PFIZER INC 0.6%
Value ($000) $1,467 Shares 44,938 Est. Cost $23.67 Unrealized +9.1%
GLD SPDR GOLD SHARES (MKT) 0.6%
Value ($000) $1,463 Shares 9,882 Est. Cost $143.00 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,449 Shares 5,809 Est. Cost $159.03 Unrealized +57.0%
HD HOME DEPOT INC 0.6%
Value ($000) $1,435 Shares 7,685 Est. Cost $125.12 Unrealized +52.0%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,385 Shares 5,754 Est. Cost $27.53 Unrealized +97.3%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,363 Shares 64,212 Est. Cost $20.31 Unrealized +27.6%
VO VANGUARD MID-CAP ETF (MKT) 0.5%
Value ($000) $1,318 Shares 10,013 Est. Cost $145.23 Unrealized
ISHARES GOLD TRUST (MKT) 0.5%
Value ($000) $1,285 Shares 85,245 Est. Cost $14.64 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,227 Shares 1,055 Est. Cost $48.90 Unrealized +37.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,222 Shares 9,314 Est. Cost $96.70 Unrealized +24.2%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,205 Shares 16,701 Est. Cost $47.88 Unrealized +31.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $1,188 Shares 13,379 Est. Cost $131.22 Unrealized
SCHH SCHWAB US REIT ETF 0.5%
Value ($000) $1,187 Shares 36,250 Est. Cost $46.78 Unrealized
HEFA HDG MSCI EAFE 0.5%
Value ($000) $1,150 Shares 47,500 Est. Cost $29.94 Unrealized
NKE NIKE INC 0.4%
Value ($000) $1,108 Shares 13,397 Est. Cost $60.64 Unrealized +41.6%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $1,105 Shares 25,600 Est. Cost $80.28 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,094 Shares 24,721 Est. Cost $33.21 Unrealized +35.5%
VB VANGUARD SMALL CAP ETF (MKT) 0.4%
Value ($000) $1,087 Shares 9,416 Est. Cost $139.57 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,080 Shares 13,353 Est. Cost $52.52 Unrealized +38.4%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,064 Shares 28,091 Est. Cost $40.83 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,051 Shares 10,600 Est. Cost $118.53 Unrealized
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,046 Shares 4,803 Est. Cost $118.11 Unrealized +67.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.4%
Value ($000) $1,034 Shares 30,811 Est. Cost $44.22 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $991 Shares 25,646 Est. Cost $31.21 Unrealized -11.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $989 Shares 10,241 Est. Cost $105.57 Unrealized +17.0%
SPDR S&P 600 SMALL CAP 0.4%
Value ($000) $982 Shares 20,281 Est. Cost $60.59 Unrealized
CRM SALESFORCE.COM INC 0.4%
Value ($000) $979 Shares 6,801 Est. Cost $110.61 Unrealized +53.1%
AVGO BROADCOM INC COM 0.4%
Value ($000) $971 Shares 4,096 Est. Cost $19.73 Unrealized +23.1%
SO SOUTHERN CO 0.4%
Value ($000) $964 Shares 17,803 Est. Cost $32.41 Unrealized +55.7%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $962 Shares 7,193 Est. Cost $91.03 Unrealized +50.0%
ACN ACCENTURE PLC 0.4%
Value ($000) $959 Shares 5,876 Est. Cost $136.18 Unrealized +30.0%
BCE BCE INC 0.4%
Value ($000) $949 Shares 23,224 Est. Cost $25.34 Unrealized +18.8%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $942 Shares 3,303 Est. Cost $156.69 Unrealized +77.3%
NGG NATIONAL GRID PLC 0.4%
Value ($000) $941 Shares 16,155 Est. Cost $61.46 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.4%
Value ($000) $931 Shares 11,456 Est. Cost $109.34 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.3%
Value ($000) $876 Shares 7,650 Est. Cost $144.01 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $847 Shares 6,107 Est. Cost $74.07 Unrealized +73.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $842 Shares 5,098 Est. Cost $101.92 Unrealized +68.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $836 Shares 6,539 Est. Cost $87.22 Unrealized +28.5%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $830 Shares 19,743 Est. Cost $30.44 Unrealized +66.7%
CSX CSX CORP 0.3%
Value ($000) $827 Shares 14,425 Est. Cost $15.87 Unrealized +35.9%
INTC INTEL CORP 0.3%
Value ($000) $802 Shares 14,826 Est. Cost $31.44 Unrealized +66.5%
CMCSA COMCAST CORP 0.3%
Value ($000) $801 Shares 23,306 Est. Cost $29.28 Unrealized +23.1%
ETN EATON CORP PLC 0.3%
Value ($000) $730 Shares 9,396 Est. Cost $61.48 Unrealized +34.4%
VDE VANGUARD ENERGY ETF (MKT) 0.3%
Value ($000) $725 Shares 18,979 Est. Cost $93.29 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $691 Shares 8,365 Est. Cost $93.73 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $660 Shares 13,810 Est. Cost $34.58 Unrealized
CCI CROWN CASTLE INTL CORP 0.3%
Value ($000) $639 Shares 4,426 Est. Cost $63.34 Unrealized +81.4%
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $635 Shares 7,861 Est. Cost $55.70 Unrealized +50.8%
MA MASTERCARD INC 0.2%
Value ($000) $625 Shares 2,589 Est. Cost $169.10 Unrealized +70.2%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $592 Shares 5,920 Est. Cost $71.52 Unrealized +42.1%
PPL PPL CORP 0.2%
Value ($000) $579 Shares 23,450 Est. Cost $22.37 Unrealized +12.7%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $567 Shares 12,688 Est. Cost $33.75 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $561 Shares 40,795 Est. Cost $26.01 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $549 Shares 10,955 Est. Cost $39.59 Unrealized +18.0%
AMGN AMGEN INC 0.2%
Value ($000) $546 Shares 2,694 Est. Cost $143.04 Unrealized +27.4%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $536 Shares 13,643 Est. Cost $32.38 Unrealized +13.2%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $526 Shares 7,342 Est. Cost $50.85 Unrealized +51.7%
CM CDN IMPERIAL BK 0.2%
Value ($000) $524 Shares 9,040 Est. Cost $29.51 Unrealized -4.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $522 Shares 17,951 Est. Cost $69.95 Unrealized
CE CELANESE CORP 0.2%
Value ($000) $517 Shares 7,050 Est. Cost $78.94 Unrealized +12.2%
XLF FINANCIAL SELECT SECTOR SPDRR 0.2%
Value ($000) $506 Shares 24,288 Est. Cost $22.94 Unrealized
BP BP PLC 0.2%
Value ($000) $497 Shares 20,391 Est. Cost $37.25 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $494 Shares 5,282 Est. Cost $83.28 Unrealized -1.7%
WMT WALMART, INC 0.2%
Value ($000) $493 Shares 4,335 Est. Cost $23.53 Unrealized +50.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $492 Shares 3,815 Est. Cost $135.59 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $491 Shares 1,862 Est. Cost $3.17 Unrealized +98.1%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $480 Shares 14,270 Est. Cost $36.04 Unrealized +7.3%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $479 Shares 14,008 Est. Cost $53.40 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $474 Shares 3,471 Est. Cost $112.56 Unrealized +26.1%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $463 Shares 2,533 Est. Cost $163.62 Unrealized +29.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $455 Shares 4,099 Est. Cost $97.97 Unrealized +0.3%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $443 Shares 7,881 Est. Cost $25.18 Unrealized +27.6%
ZTS ZOETIS INC 0.2%
Value ($000) $440 Shares 3,737 Est. Cost $118.97 Unrealized +5.3%
VOYA VOYA FINL INC 0.2%
Value ($000) $439 Shares 10,817 Est. Cost $36.59 Unrealized +34.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $438 Shares 1,291 Est. Cost $224.24 Unrealized +49.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $438 Shares 5,857 Est. Cost $52.69 Unrealized +4.2%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $437 Shares 9,628 Est. Cost $48.31 Unrealized +18.4%
YUM YUM! BRANDS INC 0.2%
Value ($000) $424 Shares 6,189 Est. Cost $70.78 Unrealized +18.1%
EXC EXELON CORP 0.2%
Value ($000) $409 Shares 11,118 Est. Cost $22.63 Unrealized +12.5%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $386 Shares 2,558 Est. Cost $135.82 Unrealized +4.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $381 Shares 5,790 Est. Cost $56.63 Unrealized +25.4%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $376 Shares 13,096 Est. Cost $41.12 Unrealized -10.9%
NFLX NETFLIX INC 0.1%
Value ($000) $362 Shares 963 Est. Cost $20.36 Unrealized +73.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $356 Shares 3,721 Est. Cost $109.69 Unrealized +0.4%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $351 Shares 9,847 Est. Cost $48.23 Unrealized -4.6%
SNY SANOFI 0.1%
Value ($000) $348 Shares 7,961 Est. Cost $42.80 Unrealized
MMM 3M CO 0.1%
Value ($000) $340 Shares 2,488 Est. Cost $105.16 Unrealized +0.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $332 Shares 11,410 Est. Cost $23.23 Unrealized +7.6%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $329 Shares 6,285 Est. Cost $53.74 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $323 Shares 7,056 Est. Cost $50.33 Unrealized +22.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $318 Shares 5,720 Est. Cost $41.75 Unrealized +16.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $316 Shares 2,204 Est. Cost $156.04 Unrealized +2.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $313 Shares 3,846 Est. Cost $67.89 Unrealized +31.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $297 Shares 3,468 Est. Cost $79.66 Unrealized +35.1%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $293 Shares 3,400 Est. Cost $69.50 Unrealized +41.4%
CI CIGNA CORP 0.1%
Value ($000) $289 Shares 1,630 Est. Cost $184.07 Unrealized -3.6%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $279 Shares 572 Est. Cost $410.21 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $274 Shares 33,402 Est. Cost $9.82 Unrealized -5.3%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $271 Shares 1,557 Est. Cost $260.46 Unrealized -8.1%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $270 Shares 5,000 Est. Cost $54.00 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $250 Shares 1,448 Est. Cost $164.24 Unrealized -2.8%
VTR VENTAS INC 0.1%
Value ($000) $246 Shares 9,168 Est. Cost $39.72 Unrealized -0.8%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $243 Shares 2,987 Est. Cost $65.07 Unrealized +17.9%
DHR DANAHER CORP 0.1%
Value ($000) $240 Shares 1,733 Est. Cost $102.01 Unrealized +28.7%
CITRIX SYSTEMS INC 0.1%
Value ($000) $239 Shares 1,686 Est. Cost $141.76 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $236 Shares 1,850 Est. Cost $109.96 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $233 Shares 2,431 Est. Cost $103.21 Unrealized +5.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $225 Shares 793 Est. Cost $254.94 Unrealized +21.8%
O REALTY INCOME CORP 0.1%
Value ($000) $225 Shares 4,529 Est. Cost $43.90 Unrealized +18.1%
NOW SERVICENOW INC COM 0.1%
Value ($000) $224 Shares 781 Est. Cost $62.52 Unrealized 0.0%
BLACKROCK HEALTH SCIENCS TR II 0.1%
Value ($000) $224 Shares 12,500 Est. Cost $17.92 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $218 Shares 2,723 Est. Cost $40.94 Unrealized +87.0%
DE DEERE & CO 0.1%
Value ($000) $202 Shares 1,461 Est. Cost $146.01 Unrealized -0.2%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $202 Shares 955 Est. Cost $215.71 Unrealized
IVZ INVESCO LTD 0.1%
Value ($000) $176 Shares 19,435 Est. Cost $13.75 Unrealized -14.9%
BLACKROCK SCIENCE & TECH TR II 0.1%
Value ($000) $167 Shares 10,000 Est. Cost $16.70 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $126 Shares 14,054 Est. Cost $11.68 Unrealized -6.0%
AMCOR PLC ORD 0.0%
Value ($000) $95 Shares 11,684 Est. Cost $7.49 Unrealized 0.0%