Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 30, 2020

Total Value ($000): $326,498 (100.0% shares, 0.0% debt)

Holdings (178)

IJH ISHARES CORE S&P MID-CAP (MKT) 6.9%
Value ($000) $22,657 Shares 122,269 Est. Cost $186.78 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.6%
Value ($000) $21,546 Shares 306,791 Est. Cost $79.82 Unrealized
VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $18,671 Shares 60,691 Est. Cost $252.15 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $11,793 Shares 101,829 Est. Cost $88.80 Unrealized +19.3%
IEFA ISHARES CORE MSCI EAFE 3.4%
Value ($000) $11,049 Shares 183,298 Est. Cost $59.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING 3.0%
Value ($000) $9,860 Shares 186,755 Est. Cost $49.88 Unrealized
LMBS FIRST TRUST LOW 2.8%
Value ($000) $9,119 Shares 176,469 Est. Cost $51.04 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.4%
Value ($000) $7,826 Shares 23,288 Est. Cost $263.58 Unrealized
SPY SPDR S&P 500 (MKT) 2.2%
Value ($000) $7,202 Shares 21,506 Est. Cost $269.16 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.1%
Value ($000) $6,871 Shares 20,281 Est. Cost $295.38 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $6,436 Shares 2,044 Est. Cost $56.58 Unrealized +178.6%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,244 Shares 29,685 Est. Cost $88.68 Unrealized +126.4%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.6%
Value ($000) $5,366 Shares 46,286 Est. Cost $114.49 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.4%
Value ($000) $4,609 Shares 61,060 Est. Cost $58.56 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.3%
Value ($000) $4,240 Shares 19,550 Est. Cost $128.41 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.2%
Value ($000) $4,056 Shares 63,725 Est. Cost $67.63 Unrealized
VTV VANGUARD VALUE INDEX 1.2%
Value ($000) $3,976 Shares 38,046 Est. Cost $101.62 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $3,905 Shares 14,912 Est. Cost $166.72 Unrealized +53.6%
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.2%
Value ($000) $3,827 Shares 46,195 Est. Cost $80.35 Unrealized
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $3,705 Shares 7,554 Est. Cost $204.50 Unrealized +127.5%
BND VANGUARD TOTAL BOND MARKET ETF 1.1%
Value ($000) $3,531 Shares 40,019 Est. Cost $84.99 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,435 Shares 2,344 Est. Cost $45.67 Unrealized +65.6%
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $3,208 Shares 29,481 Est. Cost $52.57 Unrealized +75.6%
VO VANGUARD MID-CAP ETF (MKT) 1.0%
Value ($000) $3,206 Shares 18,186 Est. Cost $154.56 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 1.0%
Value ($000) $3,131 Shares 71,011 Est. Cost $44.21 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 1.0%
Value ($000) $3,102 Shares 28,695 Est. Cost $106.86 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $3,001 Shares 19,511 Est. Cost $143.55 Unrealized
V VISA INC 0.9%
Value ($000) $2,928 Shares 14,640 Est. Cost $121.64 Unrealized +58.0%
AGG ISHARES CORE TOTAL US BOND 0.8%
Value ($000) $2,593 Shares 21,966 Est. Cost $112.57 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $2,534 Shares 18,234 Est. Cost $64.67 Unrealized +79.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,481 Shares 72,265 Est. Cost $51.55 Unrealized -37.3%
HD HOME DEPOT INC 0.8%
Value ($000) $2,454 Shares 8,836 Est. Cost $139.30 Unrealized +70.6%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $2,329 Shares 29,494 Est. Cost $85.47 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,220 Shares 7,121 Est. Cost $181.83 Unrealized +54.7%
CRM SALESFORCE.COM INC 0.7%
Value ($000) $2,167 Shares 8,623 Est. Cost $125.52 Unrealized +72.3%
MRK MERCK & CO INC 0.7%
Value ($000) $2,148 Shares 25,897 Est. Cost $42.86 Unrealized +53.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,145 Shares 36,054 Est. Cost $29.47 Unrealized +44.4%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $2,100 Shares 10,871 Est. Cost $121.61 Unrealized +37.6%
GOOG ALPHABET INC 0.6%
Value ($000) $2,074 Shares 1,411 Est. Cost $54.29 Unrealized +39.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,015 Shares 49,273 Est. Cost $43.73 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $1,990 Shares 8,804 Est. Cost $156.99 Unrealized +35.2%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $1,987 Shares 20,637 Est. Cost $70.00 Unrealized +22.1%
PEP PEPSICO INC 0.6%
Value ($000) $1,869 Shares 13,481 Est. Cost $85.47 Unrealized +34.7%
NKE NIKE INC 0.6%
Value ($000) $1,816 Shares 14,467 Est. Cost $62.87 Unrealized +58.5%
PFE PFIZER INC 0.5%
Value ($000) $1,775 Shares 48,373 Est. Cost $23.95 Unrealized +13.2%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $1,718 Shares 19,612 Est. Cost $48.77 Unrealized +56.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $1,635 Shares 21,815 Est. Cost $57.96 Unrealized +1.6%
VWO VANGUARD EMERGING MARKETS STOCK 0.5%
Value ($000) $1,630 Shares 37,694 Est. Cost $43.39 Unrealized
T AT&T INC 0.5%
Value ($000) $1,613 Shares 56,586 Est. Cost $13.64 Unrealized +14.1%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,598 Shares 5,757 Est. Cost $27.53 Unrealized +119.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,503 Shares 20,878 Est. Cost $68.03 Unrealized -2.2%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,501 Shares 26,155 Est. Cost $79.72 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,457 Shares 3,999 Est. Cost $19.73 Unrealized +50.3%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1,454 Shares 60,375 Est. Cost $20.31 Unrealized +7.5%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,407 Shares 11,336 Est. Cost $107.71 Unrealized +13.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,391 Shares 9,344 Est. Cost $96.70 Unrealized +31.3%
BK THE BANK OF NEW YORK COMPANY INC 0.4%
Value ($000) $1,374 Shares 40,000 Est. Cost $31.07 Unrealized +0.3%
MA MASTERCARD INC 0.4%
Value ($000) $1,308 Shares 3,869 Est. Cost $208.18 Unrealized +51.6%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,308 Shares 47,500 Est. Cost $29.94 Unrealized
VDE VANGUARD ENERGY ETF (MKT) 0.4%
Value ($000) $1,270 Shares 31,517 Est. Cost $72.76 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,252 Shares 10,600 Est. Cost $118.53 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 0.4%
Value ($000) $1,217 Shares 48,795 Est. Cost $30.42 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,191 Shares 7,950 Est. Cost $143.97 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,189 Shares 6,035 Est. Cost $127.68 Unrealized +47.2%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,186 Shares 3,342 Est. Cost $158.91 Unrealized +94.5%
KO COCA COLA CO 0.4%
Value ($000) $1,159 Shares 23,464 Est. Cost $33.21 Unrealized +22.8%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,156 Shares 7,025 Est. Cost $91.79 Unrealized +45.1%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,154 Shares 13,032 Est. Cost $53.07 Unrealized +25.7%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,151 Shares 4,763 Est. Cost $118.11 Unrealized +83.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,126 Shares 37,587 Est. Cost $51.84 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,124 Shares 5,119 Est. Cost $101.92 Unrealized +78.0%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,097 Shares 10,825 Est. Cost $109.34 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,076 Shares 13,626 Est. Cost $48.36 Unrealized +28.3%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $1,065 Shares 13,135 Est. Cost $35.66 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,043 Shares 13,431 Est. Cost $15.87 Unrealized +44.6%
ETN EATON CORP PLC 0.3%
Value ($000) $1,037 Shares 10,162 Est. Cost $63.73 Unrealized +39.9%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,020 Shares 22,049 Est. Cost $29.28 Unrealized +28.5%
SO SOUTHERN CO 0.3%
Value ($000) $984 Shares 18,151 Est. Cost $33.18 Unrealized +31.2%
ZTS ZOETIS INC 0.3%
Value ($000) $980 Shares 5,927 Est. Cost $123.37 Unrealized +18.9%
NVDA NVIDIA CORP 0.3%
Value ($000) $975 Shares 1,802 Est. Cost $3.27 Unrealized +254.2%
BCE BCE INC 0.3%
Value ($000) $963 Shares 23,221 Est. Cost $25.53 Unrealized +14.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $958 Shares 8,654 Est. Cost $131.22 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $951 Shares 7,841 Est. Cost $93.73 Unrealized +11.7%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $949 Shares 24,096 Est. Cost $34.50 Unrealized +7.4%
LLY ELI LILLY & CO 0.3%
Value ($000) $919 Shares 6,209 Est. Cost $76.08 Unrealized +91.6%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $910 Shares 5,460 Est. Cost $82.15 Unrealized +42.8%
NGG NATIONAL GRID PLC 0.3%
Value ($000) $891 Shares 15,431 Est. Cost $61.44 Unrealized
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $865 Shares 22,962 Est. Cost $40.83 Unrealized
CM CDN IMPERIAL BK 0.3%
Value ($000) $840 Shares 11,240 Est. Cost $28.10 Unrealized +2.3%
NOW SERVICENOW INC COM 0.3%
Value ($000) $824 Shares 1,699 Est. Cost $70.44 Unrealized +26.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $797 Shares 16,968 Est. Cost $30.44 Unrealized +55.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $785 Shares 6,448 Est. Cost $95.46 Unrealized -1.7%
WMT WALMART INC 0.2%
Value ($000) $776 Shares 5,547 Est. Cost $27.33 Unrealized +51.2%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $772 Shares 5,404 Est. Cost $71.52 Unrealized +63.4%
AMGN AMGEN INC 0.2%
Value ($000) $770 Shares 3,031 Est. Cost $149.23 Unrealized +40.4%
INTC INTEL CORP 0.2%
Value ($000) $758 Shares 14,630 Est. Cost $32.36 Unrealized +43.8%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $755 Shares 7,547 Est. Cost $55.70 Unrealized +65.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $740 Shares 8,610 Est. Cost $60.71 Unrealized +16.6%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $714 Shares 4,289 Est. Cost $72.91 Unrealized +77.0%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $709 Shares 3,381 Est. Cost $143.34 Unrealized +27.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $703 Shares 19,445 Est. Cost $49.01 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $702 Shares 6,955 Est. Cost $50.85 Unrealized +83.4%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $700 Shares 2,138 Est. Cost $253.76 Unrealized +20.3%
CE CELANESE CORP 0.2%
Value ($000) $699 Shares 6,507 Est. Cost $78.94 Unrealized +15.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $685 Shares 17,725 Est. Cost $31.21 Unrealized -12.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $669 Shares 12,215 Est. Cost $33.75 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $650 Shares 3,815 Est. Cost $135.59 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $642 Shares 11,179 Est. Cost $39.75 Unrealized +22.2%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $636 Shares 47,404 Est. Cost $24.06 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $603 Shares 2,610 Est. Cost $208.83 Unrealized +13.8%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $594 Shares 3,581 Est. Cost $71.73 Unrealized +95.0%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $592 Shares 7,385 Est. Cost $25.18 Unrealized +56.9%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $559 Shares 999 Est. Cost $481.97 Unrealized +25.1%
UNILEVER PLC 0.2%
Value ($000) $539 Shares 8,740 Est. Cost $54.87 Unrealized
MMM 3M CO 0.2%
Value ($000) $535 Shares 3,339 Est. Cost $104.40 Unrealized +5.7%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $532 Shares 8,810 Est. Cost $44.03 Unrealized +10.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $514 Shares 8,142 Est. Cost $54.10 Unrealized +3.7%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $508 Shares 2,386 Est. Cost $165.36 Unrealized +23.7%
PPL PPL CORP 0.2%
Value ($000) $508 Shares 18,683 Est. Cost $22.33 Unrealized -2.9%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $500 Shares 8,211 Est. Cost $60.59 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $498 Shares 5,451 Est. Cost $70.78 Unrealized +17.8%
NFLX NETFLIX INC 0.2%
Value ($000) $495 Shares 989 Est. Cost $20.95 Unrealized +137.6%
ENB ENBRIDGE INC 0.2%
Value ($000) $494 Shares 16,930 Est. Cost $22.43 Unrealized -1.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $488 Shares 3,309 Est. Cost $87.22 Unrealized +41.6%
VOYA VOYA FINL INC 0.1%
Value ($000) $464 Shares 9,690 Est. Cost $36.59 Unrealized +22.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $457 Shares 1,192 Est. Cost $224.24 Unrealized +46.7%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $457 Shares 12,620 Est. Cost $36.04 Unrealized -10.1%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $452 Shares 7,425 Est. Cost $73.49 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $433 Shares 980 Est. Cost $276.64 Unrealized +47.3%
IT GARTNER INC 0.1%
Value ($000) $427 Shares 3,414 Est. Cost $117.18 Unrealized +8.5%
DHR DANAHER CORP 0.1%
Value ($000) $422 Shares 1,961 Est. Cost $109.34 Unrealized +58.9%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $419 Shares 17,396 Est. Cost $22.94 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $409 Shares 3,873 Est. Cost $67.89 Unrealized +43.9%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $387 Shares 4,735 Est. Cost $51.93 Unrealized +30.6%
MSCI MSCI INC 0.1%
Value ($000) $386 Shares 1,083 Est. Cost $309.47 Unrealized +11.1%
ISHARES GOLD TRUST (MKT) 0.1%
Value ($000) $374 Shares 20,777 Est. Cost $14.64 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $369 Shares 9,851 Est. Cost $48.23 Unrealized -31.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $356 Shares 3,550 Est. Cost $80.07 Unrealized +14.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $354 Shares 1,866 Est. Cost $156.04 Unrealized +7.0%
SNY SANOFI 0.1%
Value ($000) $348 Shares 6,927 Est. Cost $42.80 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $347 Shares 3,158 Est. Cost $98.28 Unrealized -9.7%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $345 Shares 6,285 Est. Cost $53.74 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $337 Shares 36,733 Est. Cost $9.32 Unrealized -21.9%
LEN LENNAR CORP 0.1%
Value ($000) $332 Shares 4,065 Est. Cost $47.29 Unrealized +39.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $331 Shares 4,040 Est. Cost $53.02 Unrealized +40.0%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $319 Shares 5,000 Est. Cost $54.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $318 Shares 448 Est. Cost $224.54 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $297 Shares 955 Est. Cost $215.71 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $291 Shares 25,206 Est. Cost $10.13 Unrealized -11.5%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $289 Shares 6,664 Est. Cost $48.31 Unrealized -11.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $283 Shares 2,407 Est. Cost $72.64 Unrealized +31.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $283 Shares 2,032 Est. Cost $115.55 Unrealized +8.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $282 Shares 1,600 Est. Cost $171.17 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $278 Shares 7,778 Est. Cost $22.63 Unrealized -3.2%
ORCL ORACLE CORP 0.1%
Value ($000) $275 Shares 4,614 Est. Cost $52.75 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $269 Shares 1,214 Est. Cost $146.01 Unrealized +23.1%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $261 Shares 1,472 Est. Cost $143.00 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $260 Shares 1,667 Est. Cost $140.13 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $258 Shares 716 Est. Cost $287.01 Unrealized +17.6%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $258 Shares 6,134 Est. Cost $33.71 Unrealized +2.5%
CI CIGNA CORP 0.1%
Value ($000) $254 Shares 1,502 Est. Cost $184.07 Unrealized -12.5%
DEO DIAGEO PLC 0.1%
Value ($000) $250 Shares 1,820 Est. Cost $109.96 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $244 Shares 6,855 Est. Cost $33.31 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $239 Shares 2,971 Est. Cost $65.07 Unrealized +15.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $236 Shares 2,022 Est. Cost $99.48 Unrealized +7.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $233 Shares 1,511 Est. Cost $116.82 Unrealized +21.0%
ASML ASML HOLDING NV 0.1%
Value ($000) $232 Shares 629 Est. Cost $368.10 Unrealized
CITRIX SYSTEMS INC 0.1%
Value ($000) $221 Shares 1,602 Est. Cost $141.76 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $217 Shares 2,590 Est. Cost $81.47 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $217 Shares 3,520 Est. Cost $49.89 Unrealized +4.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $212 Shares 3,566 Est. Cost $51.23 Unrealized +14.9%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $210 Shares 8,923 Est. Cost $41.12 Unrealized -46.9%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $206 Shares 5,201 Est. Cost $39.61 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $206 Shares 1,233 Est. Cost $164.24 Unrealized -17.0%
SYF SYNCHRONY FINL 0.1%
Value ($000) $206 Shares 7,869 Est. Cost $21.42 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $204 Shares 3,500 Est. Cost $52.60 Unrealized -0.4%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $130 Shares 13,523 Est. Cost $9.69 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $117 Shares 10,281 Est. Cost $13.75 Unrealized -38.5%