Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value ($000): $385,033 (100.0% shares, 0.0% debt)

Holdings (196)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.4%
Value ($000) $28,335 Shares 308,320 Est. Cost $79.82 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 7.3%
Value ($000) $28,224 Shares 122,803 Est. Cost $186.78 Unrealized
VOO VANGUARD S&P 500 ETF 5.2%
Value ($000) $20,196 Shares 58,761 Est. Cost $252.15 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $14,066 Shares 106,005 Est. Cost $89.91 Unrealized +30.1%
IEFA ISHARES CORE MSCI EAFE 3.3%
Value ($000) $12,798 Shares 185,249 Est. Cost $59.39 Unrealized
IEMG ISHARES CORE MSCI EMERGING 3.0%
Value ($000) $11,472 Shares 184,913 Est. Cost $49.88 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.3%
Value ($000) $8,946 Shares 23,831 Est. Cost $266.13 Unrealized
LMBS FIRST TRUST LOW 2.3%
Value ($000) $8,798 Shares 170,924 Est. Cost $51.04 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.2%
Value ($000) $8,453 Shares 20,131 Est. Cost $295.38 Unrealized
SPY SPDR S&P 500 (MKT) 2.1%
Value ($000) $8,261 Shares 22,094 Est. Cost $271.95 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,111 Shares 31,969 Est. Cost $97.07 Unrealized +112.3%
AMZN AMAZON COM INC 1.8%
Value ($000) $6,846 Shares 2,102 Est. Cost $59.42 Unrealized +168.6%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.5%
Value ($000) $5,778 Shares 49,304 Est. Cost $114.65 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.4%
Value ($000) $5,256 Shares 60,960 Est. Cost $58.56 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.3%
Value ($000) $4,945 Shares 67,770 Est. Cost $67.95 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.2%
Value ($000) $4,714 Shares 19,550 Est. Cost $128.41 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.2%
Value ($000) $4,507 Shares 51,107 Est. Cost $85.68 Unrealized
VTV VANGUARD VALUE INDEX 1.1%
Value ($000) $4,293 Shares 36,094 Est. Cost $101.62 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $4,289 Shares 2,447 Est. Cost $47.26 Unrealized +76.7%
META FACEBOOK INC 1.1%
Value ($000) $4,250 Shares 15,561 Est. Cost $171.12 Unrealized +59.1%
VNQ VANGUARD REAL ESTATE ETF 1.1%
Value ($000) $4,185 Shares 49,281 Est. Cost $85.25 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.0%
Value ($000) $3,966 Shares 47,643 Est. Cost $80.44 Unrealized
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $3,865 Shares 7,729 Est. Cost $210.81 Unrealized +129.2%
EEM ISHARES MSCI EMERGING MARKETS 1.0%
Value ($000) $3,749 Shares 72,553 Est. Cost $44.37 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.0%
Value ($000) $3,673 Shares 17,763 Est. Cost $154.56 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $3,652 Shares 18,758 Est. Cost $143.55 Unrealized
V VISA INC 0.9%
Value ($000) $3,393 Shares 15,513 Est. Cost $125.89 Unrealized +56.7%
SUB ISHARES ST NATIONAL AMTFREE 0.9%
Value ($000) $3,325 Shares 30,760 Est. Cost $106.94 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $3,317 Shares 30,293 Est. Cost $53.82 Unrealized +84.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,007 Shares 72,950 Est. Cost $51.55 Unrealized -41.1%
AGG ISHARES CORE TOTAL US BOND 0.7%
Value ($000) $2,883 Shares 24,391 Est. Cost $113.13 Unrealized
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $2,838 Shares 22,331 Est. Cost $72.13 Unrealized +36.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,743 Shares 7,821 Est. Cost $193.14 Unrealized +59.6%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $2,617 Shares 18,807 Est. Cost $66.45 Unrealized +85.4%
GOOG ALPHABET INC 0.7%
Value ($000) $2,519 Shares 1,438 Est. Cost $54.85 Unrealized +52.7%
HD HOME DEPOT INC 0.6%
Value ($000) $2,460 Shares 9,263 Est. Cost $144.05 Unrealized +68.3%
ACN ACCENTURE PLC 0.6%
Value ($000) $2,347 Shares 8,987 Est. Cost $158.33 Unrealized +40.9%
MRK MERCK & CO INC 0.6%
Value ($000) $2,296 Shares 28,078 Est. Cost $44.57 Unrealized +45.5%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,281 Shares 48,310 Est. Cost $43.73 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $2,269 Shares 11,130 Est. Cost $122.99 Unrealized +47.2%
ABBV ABBVIE INC SR NT 0.6%
Value ($000) $2,226 Shares 20,773 Est. Cost $50.45 Unrealized +56.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,163 Shares 36,811 Est. Cost $29.77 Unrealized +47.7%
NKE NIKE INC 0.6%
Value ($000) $2,159 Shares 15,261 Est. Cost $66.01 Unrealized +86.7%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,101 Shares 11,598 Est. Cost $108.45 Unrealized +29.3%
PEP PEPSICO INC 0.5%
Value ($000) $2,085 Shares 14,060 Est. Cost $86.95 Unrealized +39.4%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $1,990 Shares 8,941 Est. Cost $129.60 Unrealized +85.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,946 Shares 25,224 Est. Cost $56.94 Unrealized +15.3%
AVGO BROADCOM INC COM 0.5%
Value ($000) $1,941 Shares 4,434 Est. Cost $21.21 Unrealized +64.2%
PFE PFIZER INC 0.5%
Value ($000) $1,933 Shares 52,513 Est. Cost $24.32 Unrealized +17.7%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,928 Shares 63,625 Est. Cost $20.48 Unrealized +15.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $1,919 Shares 23,187 Est. Cost $58.10 Unrealized +3.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,856 Shares 21,972 Est. Cost $67.88 Unrealized -4.2%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,793 Shares 26,155 Est. Cost $79.72 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.5%
Value ($000) $1,734 Shares 34,585 Est. Cost $43.39 Unrealized
T AT&T INC 0.4%
Value ($000) $1,669 Shares 58,048 Est. Cost $13.68 Unrealized +12.4%
BK THE BANK OF NEW YORK COMPANY INC 0.4%
Value ($000) $1,664 Shares 39,200 Est. Cost $31.07 Unrealized +6.7%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,639 Shares 7,704 Est. Cost $98.13 Unrealized +66.9%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,568 Shares 8,000 Est. Cost $143.97 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,555 Shares 9,886 Est. Cost $98.39 Unrealized +29.6%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,520 Shares 6,492 Est. Cost $133.24 Unrealized +55.1%
VDE VANGUARD ENERGY ETF (MKT) 0.4%
Value ($000) $1,490 Shares 28,717 Est. Cost $72.76 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $1,465 Shares 4,104 Est. Cost $214.77 Unrealized +50.6%
TSM TAIWAN SEMICONDUCTOR 0.4%
Value ($000) $1,458 Shares 13,370 Est. Cost $36.95 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,449 Shares 10,600 Est. Cost $118.53 Unrealized
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,447 Shares 47,500 Est. Cost $29.94 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,331 Shares 17,700 Est. Cost $31.61 Unrealized +86.1%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $1,320 Shares 3,504 Est. Cost $167.62 Unrealized +107.2%
KO COCA COLA CO 0.3%
Value ($000) $1,302 Shares 23,747 Est. Cost $33.35 Unrealized +32.7%
ETN EATON CORP PLC 0.3%
Value ($000) $1,300 Shares 10,821 Est. Cost $66.18 Unrealized +57.0%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,294 Shares 24,698 Est. Cost $30.60 Unrealized +36.1%
CSX CSX CORP 0.3%
Value ($000) $1,289 Shares 14,203 Est. Cost $16.46 Unrealized +62.9%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,233 Shares 10,361 Est. Cost $109.34 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,214 Shares 13,254 Est. Cost $53.45 Unrealized +41.6%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $1,194 Shares 2,235 Est. Cost $262.26 Unrealized +71.4%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,185 Shares 8,164 Est. Cost $95.14 Unrealized +35.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $1,175 Shares 8,262 Est. Cost $131.22 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,172 Shares 26,181 Est. Cost $34.56 Unrealized +2.1%
SO SOUTHERN CO 0.3%
Value ($000) $1,146 Shares 18,649 Est. Cost $33.61 Unrealized +47.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,146 Shares 5,339 Est. Cost $105.69 Unrealized +82.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,123 Shares 6,651 Est. Cost $80.42 Unrealized +75.8%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $1,110 Shares 6,297 Est. Cost $137.16 Unrealized +7.5%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $1,105 Shares 4,925 Est. Cost $120.79 Unrealized +65.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,078 Shares 28,467 Est. Cost $51.84 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $1,073 Shares 2,055 Est. Cost $4.51 Unrealized +195.7%
BCE BCE INC 0.3%
Value ($000) $1,056 Shares 24,680 Est. Cost $25.80 Unrealized +16.5%
ZTS ZOETIS INC 0.3%
Value ($000) $1,037 Shares 6,265 Est. Cost $125.10 Unrealized +24.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,027 Shares 9,596 Est. Cost $63.22 Unrealized +34.7%
D DOMINION ENERGY INC 0.3%
Value ($000) $1,008 Shares 13,403 Est. Cost $48.36 Unrealized +31.1%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $976 Shares 5,945 Est. Cost $77.26 Unrealized +74.2%
CM CDN IMPERIAL BK 0.3%
Value ($000) $975 Shares 11,399 Est. Cost $28.16 Unrealized +15.2%
NOW SERVICENOW INC COM 0.2%
Value ($000) $958 Shares 1,740 Est. Cost $71.23 Unrealized +46.0%
ADSK AUTODESK INC 0.2%
Value ($000) $944 Shares 3,092 Est. Cost $217.36 Unrealized +21.2%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $913 Shares 15,461 Est. Cost $61.44 Unrealized
CE CELANESE CORP 0.2%
Value ($000) $880 Shares 6,773 Est. Cost $80.31 Unrealized +41.7%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $875 Shares 7,588 Est. Cost $55.70 Unrealized +74.4%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $841 Shares 4,989 Est. Cost $82.15 Unrealized +66.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $825 Shares 6,554 Est. Cost $95.43 Unrealized -2.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $824 Shares 6,958 Est. Cost $50.85 Unrealized +110.3%
WMT WALMART INC 0.2%
Value ($000) $822 Shares 5,699 Est. Cost $27.81 Unrealized +62.7%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $807 Shares 48,941 Est. Cost $23.82 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $787 Shares 15,787 Est. Cost $33.21 Unrealized +32.6%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $763 Shares 3,627 Est. Cost $147.05 Unrealized +34.7%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $754 Shares 4,737 Est. Cost $78.10 Unrealized +63.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $743 Shares 3,815 Est. Cost $135.59 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $741 Shares 19,765 Est. Cost $48.83 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $738 Shares 12,618 Est. Cost $40.94 Unrealized +22.5%
AMGN AMGEN INC 0.2%
Value ($000) $727 Shares 3,164 Est. Cost $151.21 Unrealized +29.8%
UNILEVER PLC 0.2%
Value ($000) $716 Shares 11,862 Est. Cost $56.31 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $700 Shares 17,070 Est. Cost $31.21 Unrealized -14.5%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $697 Shares 18,936 Est. Cost $40.83 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $690 Shares 13,018 Est. Cost $36.24 Unrealized +16.9%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $682 Shares 7,373 Est. Cost $25.18 Unrealized +66.9%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $643 Shares 8,084 Est. Cost $60.59 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $621 Shares 3,868 Est. Cost $77.39 Unrealized +91.3%
MMM 3M CO 0.2%
Value ($000) $618 Shares 3,534 Est. Cost $105.12 Unrealized +11.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $612 Shares 9,862 Est. Cost $44.67 Unrealized +12.0%
YUM YUM! BRANDS INC 0.2%
Value ($000) $610 Shares 5,615 Est. Cost $71.42 Unrealized +29.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $610 Shares 12,213 Est. Cost $33.75 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $607 Shares 1,122 Est. Cost $24.47 Unrealized +107.2%
VOYA VOYA FINL INC 0.2%
Value ($000) $599 Shares 10,178 Est. Cost $37.21 Unrealized +33.0%
IT GARTNER INC 0.1%
Value ($000) $559 Shares 3,488 Est. Cost $117.75 Unrealized +22.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $555 Shares 17,363 Est. Cost $22.41 Unrealized -3.2%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $549 Shares 2,366 Est. Cost $165.36 Unrealized +33.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $533 Shares 9,145 Est. Cost $53.58 Unrealized -7.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $531 Shares 1,139 Est. Cost $302.60 Unrealized +52.9%
PPL PPL CORP 0.1%
Value ($000) $528 Shares 18,715 Est. Cost $22.33 Unrealized +3.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $524 Shares 3,885 Est. Cost $91.48 Unrealized +26.8%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $513 Shares 17,396 Est. Cost $22.94 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $498 Shares 3,339 Est. Cost $98.72 Unrealized +7.9%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $497 Shares 4,018 Est. Cost $69.33 Unrealized +55.4%
MSCI MSCI INC 0.1%
Value ($000) $494 Shares 1,106 Est. Cost $310.78 Unrealized +19.8%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $493 Shares 1,020 Est. Cost $483.10 Unrealized +11.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $475 Shares 1,338 Est. Cost $234.57 Unrealized +36.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $472 Shares 1,277 Est. Cost $318.77 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $471 Shares 37,311 Est. Cost $9.32 Unrealized -3.3%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $459 Shares 7,425 Est. Cost $73.49 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $459 Shares 9,851 Est. Cost $48.23 Unrealized -16.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $443 Shares 2,909 Est. Cost $81.63 Unrealized +52.8%
DHR DANAHER CORP 0.1%
Value ($000) $436 Shares 1,961 Est. Cost $109.34 Unrealized +79.3%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $428 Shares 5,147 Est. Cost $53.54 Unrealized +34.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $418 Shares 511 Est. Cost $227.47 Unrealized +9.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $415 Shares 3,430 Est. Cost $80.07 Unrealized +29.7%
DE DEERE & CO 0.1%
Value ($000) $414 Shares 1,539 Est. Cost $164.19 Unrealized +41.4%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $413 Shares 25,592 Est. Cost $10.15 Unrealized +15.8%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $402 Shares 7,098 Est. Cost $47.84 Unrealized -15.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $401 Shares 4,370 Est. Cost $55.53 Unrealized +55.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $396 Shares 1,808 Est. Cost $156.04 Unrealized +15.9%
ISHARES GOLD TRUST (MKT) 0.1%
Value ($000) $377 Shares 20,777 Est. Cost $14.64 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $365 Shares 3,200 Est. Cost $142.62 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $365 Shares 8,638 Est. Cost $22.83 Unrealized +7.8%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $347 Shares 6,285 Est. Cost $53.74 Unrealized
SNY SANOFI 0.1%
Value ($000) $346 Shares 7,129 Est. Cost $42.96 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $339 Shares 5,000 Est. Cost $54.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $338 Shares 955 Est. Cost $215.71 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $335 Shares 2,856 Est. Cost $95.08 Unrealized 0.0%
ASML ASML HOLDING NV 0.1%
Value ($000) $334 Shares 684 Est. Cost $377.76 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $321 Shares 3,716 Est. Cost $52.02 Unrealized +35.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $320 Shares 2,165 Est. Cost $100.91 Unrealized +20.1%
DEO DIAGEO PLC 0.1%
Value ($000) $319 Shares 2,006 Est. Cost $114.51 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $313 Shares 1,502 Est. Cost $184.07 Unrealized -2.5%
IR INGERSOLL RAND INC 0.1%
Value ($000) $312 Shares 6,847 Est. Cost $33.31 Unrealized +23.6%
LEN LENNAR CORP 0.1%
Value ($000) $310 Shares 4,065 Est. Cost $47.29 Unrealized +47.3%
SYF SYNCHRONY FINL 0.1%
Value ($000) $309 Shares 8,889 Est. Cost $22.03 Unrealized +21.4%
ORCL ORACLE CORP 0.1%
Value ($000) $302 Shares 4,667 Est. Cost $52.78 Unrealized +5.2%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $302 Shares 1,166 Est. Cost $220.47 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $294 Shares 1,511 Est. Cost $116.82 Unrealized +41.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $289 Shares 4,919 Est. Cost $50.17 Unrealized +1.4%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $278 Shares 4,068 Est. Cost $52.97 Unrealized +4.3%
WFC WELLS FARGO & CO 0.1%
Value ($000) $271 Shares 8,982 Est. Cost $41.12 Unrealized -44.0%
CME CME GROUP INC 0.1%
Value ($000) $269 Shares 1,477 Est. Cost $159.98 Unrealized -13.5%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $265 Shares 6,516 Est. Cost $33.64 Unrealized -3.2%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $263 Shares 1,472 Est. Cost $143.00 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $262 Shares 796 Est. Cost $290.65 Unrealized +11.2%
NUE NUCOR CORP 0.1%
Value ($000) $257 Shares 4,832 Est. Cost $47.42 Unrealized 0.0%
CITRIX SYSTEMS INC 0.1%
Value ($000) $254 Shares 1,949 Est. Cost $139.72 Unrealized
CMF ISHARES CALIF MUNI BD 0.1%
Value ($000) $252 Shares 4,004 Est. Cost $62.94 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $250 Shares 530 Est. Cost $471.70 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $247 Shares 3,623 Est. Cost $56.47 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $246 Shares 6,881 Est. Cost $25.28 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $245 Shares 5,151 Est. Cost $39.61 Unrealized
HDB HDFC BANK 0.1%
Value ($000) $243 Shares 3,360 Est. Cost $72.32 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $240 Shares 2,990 Est. Cost $65.07 Unrealized +9.2%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $234 Shares 858 Est. Cost $247.58 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $233 Shares 613 Est. Cost $340.30 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $232 Shares 325 Est. Cost $674.73 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $230 Shares 1,764 Est. Cost $139.60 Unrealized
ATLASSIAN CORP 0.1%
Value ($000) $229 Shares 980 Est. Cost $233.67 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $226 Shares 2,590 Est. Cost $81.47 Unrealized
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $226 Shares 11,158 Est. Cost $20.25 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $225 Shares 6,302 Est. Cost $25.55 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $224 Shares 1,880 Est. Cost $91.43 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $213 Shares 801 Est. Cost $223.63 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $211 Shares 126 Est. Cost $1410.19 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $204 Shares 1,200 Est. Cost $157.30 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value ($000) $179 Shares 10,275 Est. Cost $13.75 Unrealized -9.6%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $175 Shares 13,523 Est. Cost $9.69 Unrealized