Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 23, 2021

Total Value ($000): $425,163 (100.0% shares, 0.0% debt)

Holdings (212)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.9%
Value ($000) $33,619 Shares 309,763 Est. Cost $79.82 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 7.7%
Value ($000) $32,811 Shares 126,060 Est. Cost $188.68 Unrealized
VOO VANGUARD S&P 500 ETF 5.3%
Value ($000) $22,687 Shares 62,274 Est. Cost $258.47 Unrealized
IEFA ISHARES CORE MSCI EAFE 3.2%
Value ($000) $13,717 Shares 190,381 Est. Cost $59.74 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $13,402 Shares 109,719 Est. Cost $91.10 Unrealized +37.3%
IEMG ISHARES CORE MSCI EMERGING 2.8%
Value ($000) $11,962 Shares 185,863 Est. Cost $49.88 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.6%
Value ($000) $10,905 Shares 27,412 Est. Cost $283.33 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.2%
Value ($000) $9,438 Shares 19,827 Est. Cost $295.38 Unrealized
SPY SPDR S&P 500 (MKT) 2.1%
Value ($000) $8,746 Shares 22,068 Est. Cost $271.95 Unrealized
LMBS FIRST TRUST LOW 1.9%
Value ($000) $8,262 Shares 161,812 Est. Cost $51.04 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,534 Shares 31,954 Est. Cost $97.07 Unrealized +129.6%
AMZN AMAZON COM INC 1.7%
Value ($000) $7,036 Shares 2,274 Est. Cost $66.92 Unrealized +136.9%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.4%
Value ($000) $6,141 Shares 52,913 Est. Cost $114.75 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.3%
Value ($000) $5,584 Shares 60,960 Est. Cost $58.56 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.2%
Value ($000) $5,132 Shares 67,635 Est. Cost $67.95 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $5,070 Shares 2,458 Est. Cost $47.26 Unrealized +107.3%
VTV VANGUARD VALUE INDEX 1.2%
Value ($000) $4,969 Shares 37,792 Est. Cost $102.96 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.2%
Value ($000) $4,948 Shares 53,870 Est. Cost $85.81 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $4,751 Shares 19,550 Est. Cost $128.41 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $4,560 Shares 15,482 Est. Cost $171.12 Unrealized +56.3%
BND VANGUARD TOTAL BOND MARKET ETF 1.1%
Value ($000) $4,504 Shares 53,166 Est. Cost $85.64 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.0%
Value ($000) $4,344 Shares 52,651 Est. Cost $80.63 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $4,231 Shares 75,782 Est. Cost $51.24 Unrealized -15.5%
VO VANGUARD MID-CAP ETF (MKT) 1.0%
Value ($000) $4,042 Shares 18,264 Est. Cost $156.39 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 1.0%
Value ($000) $4,042 Shares 18,883 Est. Cost $143.55 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.9%
Value ($000) $3,929 Shares 36,441 Est. Cost $107.08 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $3,889 Shares 72,907 Est. Cost $44.37 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $3,725 Shares 31,082 Est. Cost $55.21 Unrealized +96.7%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $3,710 Shares 7,805 Est. Cost $210.81 Unrealized +121.7%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $3,406 Shares 22,374 Est. Cost $72.13 Unrealized +76.4%
V VISA INC 0.8%
Value ($000) $3,312 Shares 15,644 Est. Cost $125.89 Unrealized +61.4%
GOOG ALPHABET INC 0.7%
Value ($000) $3,173 Shares 1,534 Est. Cost $57.58 Unrealized +71.0%
AGG ISHARES CORE TOTAL US BOND 0.7%
Value ($000) $3,092 Shares 27,161 Est. Cost $113.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,899 Shares 7,791 Est. Cost $193.14 Unrealized +65.5%
HD HOME DEPOT INC 0.7%
Value ($000) $2,781 Shares 9,111 Est. Cost $144.05 Unrealized +69.7%
ACN ACCENTURE PLC 0.6%
Value ($000) $2,638 Shares 9,548 Est. Cost $163.21 Unrealized +47.9%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $2,539 Shares 18,748 Est. Cost $66.45 Unrealized +74.1%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $2,444 Shares 11,034 Est. Cost $122.99 Unrealized +50.4%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,417 Shares 49,216 Est. Cost $43.83 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,407 Shares 31,842 Est. Cost $59.41 Unrealized +15.8%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,316 Shares 22,106 Est. Cost $67.88 Unrealized +17.2%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $2,249 Shares 20,782 Est. Cost $50.45 Unrealized +76.2%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $2,239 Shares 57,872 Est. Cost $20.48 Unrealized +49.6%
MRK MERCK & CO INC 0.5%
Value ($000) $2,184 Shares 28,330 Est. Cost $44.57 Unrealized +41.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,140 Shares 11,598 Est. Cost $108.45 Unrealized +66.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,136 Shares 36,738 Est. Cost $29.77 Unrealized +41.9%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $2,135 Shares 10,077 Est. Cost $139.78 Unrealized +57.4%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $2,046 Shares 23,053 Est. Cost $58.10 Unrealized +15.0%
NKE NIKE INC 0.5%
Value ($000) $2,044 Shares 15,383 Est. Cost $66.01 Unrealized +96.3%
AVGO BROADCOM INC COM 0.5%
Value ($000) $2,042 Shares 4,405 Est. Cost $21.21 Unrealized +96.4%
VDE VANGUARD ENERGY ETF (MKT) 0.5%
Value ($000) $2,037 Shares 29,960 Est. Cost $72.56 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,937 Shares 13,699 Est. Cost $86.95 Unrealized +35.6%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,934 Shares 26,155 Est. Cost $79.72 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,863 Shares 51,416 Est. Cost $24.32 Unrealized +15.3%
BK THE BANK OF NEW YORK COMPANY INC 0.4%
Value ($000) $1,830 Shares 38,700 Est. Cost $31.07 Unrealized +23.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,768 Shares 8,000 Est. Cost $143.97 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,668 Shares 7,681 Est. Cost $98.13 Unrealized +80.0%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,651 Shares 18,720 Est. Cost $34.40 Unrealized +140.6%
T AT&T INC 0.4%
Value ($000) $1,635 Shares 54,026 Est. Cost $13.68 Unrealized +18.0%
TSM TAIWAN SEMICONDUCTOR 0.4%
Value ($000) $1,633 Shares 13,810 Est. Cost $39.54 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,625 Shares 9,886 Est. Cost $98.39 Unrealized +43.1%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,621 Shares 4,599 Est. Cost $206.23 Unrealized +59.9%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,606 Shares 10,600 Est. Cost $118.53 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $1,568 Shares 4,404 Est. Cost $223.28 Unrealized +52.1%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,566 Shares 47,500 Est. Cost $29.94 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,518 Shares 30,938 Est. Cost $51.62 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,500 Shares 6,176 Est. Cost $133.24 Unrealized +89.1%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,434 Shares 10,630 Est. Cost $109.99 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.3%
Value ($000) $1,433 Shares 27,526 Est. Cost $43.39 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,381 Shares 9,988 Est. Cost $66.18 Unrealized +79.7%
CSX CSX CORP 0.3%
Value ($000) $1,374 Shares 14,253 Est. Cost $16.46 Unrealized +73.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $1,361 Shares 8,219 Est. Cost $131.22 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,346 Shares 8,130 Est. Cost $95.14 Unrealized +52.9%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,339 Shares 25,904 Est. Cost $34.56 Unrealized +17.5%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,312 Shares 24,248 Est. Cost $30.60 Unrealized +50.8%
KO COCA COLA CO 0.3%
Value ($000) $1,311 Shares 24,872 Est. Cost $33.80 Unrealized +28.4%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,255 Shares 13,005 Est. Cost $53.45 Unrealized +41.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,240 Shares 6,638 Est. Cost $80.42 Unrealized +131.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,215 Shares 2,330 Est. Cost $39.29 Unrealized +35.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,199 Shares 5,349 Est. Cost $105.69 Unrealized +81.0%
SO SOUTHERN CO 0.3%
Value ($000) $1,186 Shares 19,071 Est. Cost $33.97 Unrealized +46.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,168 Shares 10,692 Est. Cost $66.37 Unrealized +41.7%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $1,165 Shares 4,875 Est. Cost $120.79 Unrealized +59.2%
TSLA TESLA INC 0.3%
Value ($000) $1,149 Shares 1,720 Est. Cost $251.06 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,120 Shares 5,927 Est. Cost $77.26 Unrealized +95.9%
CM CDN IMPERIAL BK 0.3%
Value ($000) $1,117 Shares 11,419 Est. Cost $28.16 Unrealized +32.4%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $1,116 Shares 5,919 Est. Cost $137.16 Unrealized +14.2%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $1,091 Shares 2,015 Est. Cost $262.26 Unrealized +110.8%
BCE BCE INC 0.3%
Value ($000) $1,090 Shares 24,138 Est. Cost $25.80 Unrealized +22.0%
ZTS ZOETIS INC 0.3%
Value ($000) $1,068 Shares 6,780 Est. Cost $127.12 Unrealized +19.3%
CE CELANESE CORP 0.3%
Value ($000) $1,063 Shares 7,093 Est. Cost $82.38 Unrealized +53.3%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,060 Shares 1,985 Est. Cost $4.51 Unrealized +196.9%
INTC INTEL CORP 0.2%
Value ($000) $1,002 Shares 15,650 Est. Cost $33.21 Unrealized +62.9%
D DOMINION ENERGY INC 0.2%
Value ($000) $995 Shares 13,101 Est. Cost $48.36 Unrealized +20.9%
NOW SERVICENOW INC COM 0.2%
Value ($000) $981 Shares 1,962 Est. Cost $75.11 Unrealized +40.6%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $977 Shares 5,672 Est. Cost $86.22 Unrealized +47.7%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $943 Shares 51,146 Est. Cost $23.59 Unrealized
NGG NATIONAL GRID PLC 0.2%
Value ($000) $924 Shares 15,609 Est. Cost $61.44 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $914 Shares 17,855 Est. Cost $31.18 Unrealized -2.5%
ADSK AUTODESK INC 0.2%
Value ($000) $912 Shares 3,290 Est. Cost $221.63 Unrealized +30.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $871 Shares 6,848 Est. Cost $50.85 Unrealized +135.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $867 Shares 6,508 Est. Cost $95.43 Unrealized +2.8%
WMT WALMART INC 0.2%
Value ($000) $849 Shares 6,249 Est. Cost $29.17 Unrealized +48.5%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $847 Shares 7,588 Est. Cost $55.70 Unrealized +91.1%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $846 Shares 12,977 Est. Cost $36.24 Unrealized +57.1%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $790 Shares 20,390 Est. Cost $48.52 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $789 Shares 3,172 Est. Cost $151.21 Unrealized +35.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $789 Shares 3,815 Est. Cost $135.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $783 Shares 3,066 Est. Cost $183.05 Unrealized +32.7%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $760 Shares 8,084 Est. Cost $60.59 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $726 Shares 3,818 Est. Cost $77.39 Unrealized +102.8%
IT GARTNER INC 0.2%
Value ($000) $726 Shares 3,977 Est. Cost $124.65 Unrealized +39.5%
MMM 3M CO 0.2%
Value ($000) $724 Shares 3,756 Est. Cost $106.30 Unrealized +17.7%
ENB ENBRIDGE INC 0.2%
Value ($000) $715 Shares 19,646 Est. Cost $22.78 Unrealized +12.2%
UNILEVER PLC 0.2%
Value ($000) $707 Shares 12,661 Est. Cost $56.28 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $706 Shares 10,926 Est. Cost $53.54 Unrealized -0.3%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $689 Shares 11,780 Est. Cost $40.94 Unrealized +21.6%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $682 Shares 4,016 Est. Cost $82.15 Unrealized +60.7%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $672 Shares 7,373 Est. Cost $25.18 Unrealized +77.9%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $657 Shares 4,916 Est. Cost $65.12 Unrealized +62.3%
VOYA VOYA FINL INC 0.2%
Value ($000) $645 Shares 10,128 Est. Cost $37.21 Unrealized +47.9%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $620 Shares 17,376 Est. Cost $40.83 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $611 Shares 1,592 Est. Cost $336.38 Unrealized +21.2%
SCHH SCHWAB US REIT ETF 0.1%
Value ($000) $607 Shares 14,771 Est. Cost $41.09 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $605 Shares 5,593 Est. Cost $71.42 Unrealized +35.4%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $602 Shares 9,851 Est. Cost $48.23 Unrealized +2.6%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $601 Shares 12,097 Est. Cost $33.75 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $592 Shares 17,396 Est. Cost $22.94 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $592 Shares 37,689 Est. Cost $9.35 Unrealized +28.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $583 Shares 4,193 Est. Cost $92.90 Unrealized +19.3%
DE DEERE & CO 0.1%
Value ($000) $569 Shares 1,521 Est. Cost $164.19 Unrealized +87.3%
PPL PPL CORP 0.1%
Value ($000) $539 Shares 18,698 Est. Cost $22.33 Unrealized +3.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $518 Shares 2,954 Est. Cost $98.72 Unrealized +40.3%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $518 Shares 6,113 Est. Cost $55.74 Unrealized +21.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $517 Shares 1,132 Est. Cost $302.60 Unrealized +55.7%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $510 Shares 3,980 Est. Cost $139.78 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $504 Shares 7,045 Est. Cost $47.84 Unrealized +19.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $501 Shares 4,018 Est. Cost $69.33 Unrealized +65.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $490 Shares 7,764 Est. Cost $44.67 Unrealized +14.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $485 Shares 3,430 Est. Cost $80.07 Unrealized +55.3%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $475 Shares 22,972 Est. Cost $10.15 Unrealized +58.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $463 Shares 1,252 Est. Cost $234.57 Unrealized +27.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $451 Shares 611 Est. Cost $231.42 Unrealized +8.7%
NUE NUCOR CORP 0.1%
Value ($000) $448 Shares 5,582 Est. Cost $48.58 Unrealized +15.4%
DHR DANAHER CORP 0.1%
Value ($000) $421 Shares 1,871 Est. Cost $109.34 Unrealized +81.7%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $418 Shares 7,050 Est. Cost $73.49 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $415 Shares 3,514 Est. Cost $96.32 Unrealized +5.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $413 Shares 1,781 Est. Cost $189.09 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $412 Shares 4,065 Est. Cost $47.29 Unrealized +65.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $412 Shares 1,808 Est. Cost $156.04 Unrealized +33.3%
ASML ASML HOLDING NV 0.1%
Value ($000) $405 Shares 656 Est. Cost $377.76 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $404 Shares 6,577 Est. Cost $49.86 Unrealized -1.8%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $383 Shares 1,158 Est. Cost $220.47 Unrealized +29.7%
MSCI MSCI INC 0.1%
Value ($000) $378 Shares 902 Est. Cost $310.78 Unrealized +28.5%
EXC EXELON CORP 0.1%
Value ($000) $378 Shares 8,638 Est. Cost $22.83 Unrealized +10.6%
CI CIGNA CORP 0.1%
Value ($000) $363 Shares 1,502 Est. Cost $184.07 Unrealized +10.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $360 Shares 2,712 Est. Cost $81.63 Unrealized +58.9%
SYF SYNCHRONY FINL 0.1%
Value ($000) $357 Shares 8,779 Est. Cost $22.03 Unrealized +56.7%
WFC WELLS FARGO & CO 0.1%
Value ($000) $351 Shares 8,982 Est. Cost $41.12 Unrealized -23.1%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $351 Shares 1,511 Est. Cost $116.82 Unrealized +71.9%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $346 Shares 5,000 Est. Cost $54.00 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $345 Shares 580 Est. Cost $482.31 Unrealized
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $344 Shares 6,285 Est. Cost $53.74 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $342 Shares 955 Est. Cost $215.71 Unrealized
SNY SANOFI 0.1%
Value ($000) $340 Shares 6,876 Est. Cost $42.96 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $339 Shares 4,320 Est. Cost $55.53 Unrealized +55.1%
ISHARES GOLD TRUST (MKT) 0.1%
Value ($000) $338 Shares 20,777 Est. Cost $14.64 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $337 Shares 6,847 Est. Cost $33.31 Unrealized +38.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $336 Shares 2,165 Est. Cost $100.91 Unrealized +39.9%
DEO DIAGEO PLC 0.1%
Value ($000) $329 Shares 2,006 Est. Cost $114.51 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $327 Shares 4,667 Est. Cost $52.78 Unrealized +14.8%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $312 Shares 1,108 Est. Cost $245.91 Unrealized -2.3%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $306 Shares 4,068 Est. Cost $52.97 Unrealized +17.6%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $304 Shares 6,881 Est. Cost $25.28 Unrealized +34.1%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $300 Shares 6,552 Est. Cost $33.64 Unrealized +2.3%
CME CME GROUP INC 0.1%
Value ($000) $298 Shares 1,459 Est. Cost $159.98 Unrealized +2.0%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $293 Shares 11,158 Est. Cost $20.25 Unrealized
HDB HDFC BANK 0.1%
Value ($000) $290 Shares 3,735 Est. Cost $72.86 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $285 Shares 6,302 Est. Cost $25.55 Unrealized +39.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $267 Shares 1,880 Est. Cost $91.43 Unrealized +23.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $262 Shares 743 Est. Cost $290.65 Unrealized +10.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $259 Shares 4,435 Est. Cost $43.57 Unrealized 0.0%
IVZ INVESCO LTD 0.1%
Value ($000) $259 Shares 10,275 Est. Cost $13.75 Unrealized +32.9%
CITRIX SYSTEMS INC 0.1%
Value ($000) $253 Shares 1,802 Est. Cost $139.72 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $252 Shares 2,990 Est. Cost $65.07 Unrealized +9.8%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $252 Shares 5,151 Est. Cost $39.61 Unrealized
CMF ISHARES CALIF MUNI BD 0.1%
Value ($000) $249 Shares 4,004 Est. Cost $62.94 Unrealized
BP BP PLC 0.1%
Value ($000) $247 Shares 10,160 Est. Cost $24.31 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $242 Shares 1,200 Est. Cost $167.49 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $242 Shares 1,590 Est. Cost $134.50 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $236 Shares 3,070 Est. Cost $76.87 Unrealized
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $235 Shares 1,472 Est. Cost $143.00 Unrealized
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $234 Shares 9,470 Est. Cost $24.71 Unrealized
INTU INTUIT 0.1%
Value ($000) $233 Shares 608 Est. Cost $340.30 Unrealized +9.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $233 Shares 801 Est. Cost $223.63 Unrealized +14.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $232 Shares 3,509 Est. Cost $56.47 Unrealized +10.3%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $229 Shares 1,132 Est. Cost $147.05 Unrealized +25.4%
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $226 Shares 2,590 Est. Cost $81.47 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $226 Shares 1,200 Est. Cost $157.30 Unrealized +6.9%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $219 Shares 1,274 Est. Cost $131.89 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $214 Shares 3,501 Est. Cost $53.20 Unrealized 0.0%
AES AES CORP 0.1%
Value ($000) $214 Shares 8,000 Est. Cost $22.23 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $206 Shares 4,522 Est. Cost $44.51 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $205 Shares 1,667 Est. Cost $139.60 Unrealized
GLW CORNING INC 0.0%
Value ($000) $204 Shares 4,698 Est. Cost $33.60 Unrealized 0.0%
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $204 Shares 2,328 Est. Cost $87.63 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $203 Shares 2,623 Est. Cost $29.07 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $197 Shares 13,523 Est. Cost $9.69 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $150 Shares 11,900 Est. Cost $12.61 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.0%
Value ($000) $98 Shares 29,201 Est. Cost $3.36 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $42 Shares 18,000 Est. Cost $2.33 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $36 Shares 10,617 Est. Cost $3.39 Unrealized