Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 28, 2021

Total Value ($000): $461,770 (100.0% shares, 0.0% debt)

Holdings (221)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.8%
Value ($000) $35,896 Shares 317,720 Est. Cost $80.65 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 7.5%
Value ($000) $34,676 Shares 129,037 Est. Cost $190.52 Unrealized
VOO VANGUARD S&P 500 ETF 5.2%
Value ($000) $24,018 Shares 61,034 Est. Cost $258.47 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $15,516 Shares 113,290 Est. Cost $92.21 Unrealized +37.1%
IEFA ISHARES CORE MSCI EAFE 3.2%
Value ($000) $14,724 Shares 196,688 Est. Cost $60.22 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.9%
Value ($000) $13,390 Shares 199,880 Est. Cost $51.08 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.6%
Value ($000) $11,883 Shares 27,640 Est. Cost $283.33 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.1%
Value ($000) $9,722 Shares 19,801 Est. Cost $295.38 Unrealized
SPY SPDR S&P 500 (MKT) 2.0%
Value ($000) $9,434 Shares 22,038 Est. Cost $271.95 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $8,497 Shares 31,364 Est. Cost $97.07 Unrealized +152.1%
LMBS FIRST TRUST LOW 1.7%
Value ($000) $8,009 Shares 157,349 Est. Cost $51.04 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $7,782 Shares 2,262 Est. Cost $66.92 Unrealized +148.4%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.4%
Value ($000) $6,439 Shares 54,939 Est. Cost $114.84 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.3%
Value ($000) $6,020 Shares 60,960 Est. Cost $58.56 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $5,985 Shares 2,451 Est. Cost $47.26 Unrealized +145.3%
VNQ VANGUARD REAL ESTATE ETF 1.2%
Value ($000) $5,750 Shares 56,482 Est. Cost $86.55 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.2%
Value ($000) $5,635 Shares 68,134 Est. Cost $81.10 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $5,404 Shares 15,543 Est. Cost $171.12 Unrealized +86.2%
EFA ISHARES MSCI EAFE (MKT) 1.2%
Value ($000) $5,360 Shares 67,955 Est. Cost $67.95 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $5,307 Shares 19,550 Est. Cost $128.41 Unrealized
VTV VANGUARD VALUE INDEX 1.1%
Value ($000) $5,172 Shares 37,627 Est. Cost $102.96 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $4,875 Shares 77,280 Est. Cost $51.22 Unrealized -2.3%
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $4,592 Shares 7,841 Est. Cost $210.81 Unrealized +144.5%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $4,467 Shares 52,004 Est. Cost $85.64 Unrealized
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $4,419 Shares 38,115 Est. Cost $64.82 Unrealized +65.5%
VO VANGUARD MID-CAP ETF (MKT) 0.9%
Value ($000) $4,366 Shares 18,398 Est. Cost $156.39 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $4,269 Shares 18,948 Est. Cost $143.55 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $4,183 Shares 75,855 Est. Cost $44.79 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.9%
Value ($000) $3,961 Shares 36,741 Est. Cost $107.08 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $3,815 Shares 1,522 Est. Cost $57.58 Unrealized +105.5%
V VISA INC 0.8%
Value ($000) $3,644 Shares 15,585 Est. Cost $125.89 Unrealized +75.5%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $3,477 Shares 22,354 Est. Cost $72.13 Unrealized +93.7%
AGG ISHARES CORE TOTAL US BOND 0.7%
Value ($000) $3,139 Shares 27,214 Est. Cost $113.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,087 Shares 7,709 Est. Cost $193.14 Unrealized +91.1%
HD HOME DEPOT INC 0.6%
Value ($000) $2,898 Shares 9,087 Est. Cost $144.05 Unrealized +97.0%
ACN ACCENTURE PLC 0.6%
Value ($000) $2,778 Shares 9,422 Est. Cost $163.21 Unrealized +64.3%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $2,706 Shares 65,637 Est. Cost $22.38 Unrealized +63.3%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,549 Shares 49,476 Est. Cost $43.83 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,519 Shares 18,670 Est. Cost $66.45 Unrealized +81.7%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $2,463 Shares 11,016 Est. Cost $122.99 Unrealized +66.7%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $2,451 Shares 10,034 Est. Cost $139.78 Unrealized +62.9%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $2,428 Shares 21,562 Est. Cost $52.06 Unrealized +82.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $2,392 Shares 24,141 Est. Cost $58.93 Unrealized +29.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,368 Shares 22,611 Est. Cost $68.31 Unrealized +27.5%
NKE NIKE INC 0.5%
Value ($000) $2,356 Shares 15,250 Est. Cost $66.01 Unrealized +90.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,330 Shares 31,804 Est. Cost $59.41 Unrealized +12.0%
MRK MERCK & CO INC 0.5%
Value ($000) $2,294 Shares 29,495 Est. Cost $45.34 Unrealized +41.5%
VDE VANGUARD ENERGY ETF (MKT) 0.5%
Value ($000) $2,185 Shares 28,786 Est. Cost $72.56 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,110 Shares 37,655 Est. Cost $30.11 Unrealized +44.2%
PFE PFIZER INC 0.5%
Value ($000) $2,097 Shares 53,542 Est. Cost $24.58 Unrealized +26.1%
AVGO BROADCOM INC COM 0.5%
Value ($000) $2,096 Shares 4,396 Est. Cost $21.21 Unrealized +98.3%
PEP PEPSICO INC 0.5%
Value ($000) $2,080 Shares 14,040 Est. Cost $87.90 Unrealized +43.5%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $2,073 Shares 26,155 Est. Cost $79.72 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $2,035 Shares 11,575 Est. Cost $108.45 Unrealized +62.0%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,960 Shares 38,250 Est. Cost $31.07 Unrealized +41.1%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,844 Shares 11,623 Est. Cost $122.06 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,835 Shares 8,000 Est. Cost $143.97 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,808 Shares 4,569 Est. Cost $206.23 Unrealized +74.1%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,772 Shares 6,079 Est. Cost $133.24 Unrealized +97.8%
VWO VANGUARD EMERGING MARKETS STOCK 0.4%
Value ($000) $1,717 Shares 31,609 Est. Cost $44.80 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,680 Shares 7,658 Est. Cost $98.13 Unrealized +95.8%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,645 Shares 47,500 Est. Cost $29.94 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,644 Shares 30,514 Est. Cost $51.62 Unrealized
T AT&T INC 0.4%
Value ($000) $1,639 Shares 56,974 Est. Cost $13.85 Unrealized +22.6%
TSM TAIWAN SEMICONDUCTOR 0.4%
Value ($000) $1,627 Shares 13,543 Est. Cost $39.54 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,623 Shares 9,852 Est. Cost $98.39 Unrealized +47.3%
MA MASTERCARD INC 0.3%
Value ($000) $1,593 Shares 4,362 Est. Cost $223.28 Unrealized +62.3%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,587 Shares 18,680 Est. Cost $34.40 Unrealized +139.4%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,575 Shares 1,968 Est. Cost $4.51 Unrealized +254.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,520 Shares 6,624 Est. Cost $80.42 Unrealized +138.6%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,496 Shares 8,124 Est. Cost $95.14 Unrealized +76.6%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,479 Shares 10,527 Est. Cost $109.99 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,478 Shares 9,971 Est. Cost $66.18 Unrealized +102.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $1,445 Shares 8,323 Est. Cost $131.75 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,443 Shares 26,671 Est. Cost $34.71 Unrealized +36.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,417 Shares 11,418 Est. Cost $105.44 Unrealized +3.8%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,402 Shares 26,445 Est. Cost $34.79 Unrealized +31.8%
CM CDN IMPERIAL BK 0.3%
Value ($000) $1,397 Shares 12,268 Est. Cost $29.30 Unrealized +52.6%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,379 Shares 24,188 Est. Cost $30.60 Unrealized +60.3%
CSX CSX CORP 0.3%
Value ($000) $1,370 Shares 42,705 Est. Cost $26.12 Unrealized +18.5%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,316 Shares 13,327 Est. Cost $54.19 Unrealized +54.8%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $1,314 Shares 4,864 Est. Cost $120.79 Unrealized +83.2%
ZTS ZOETIS INC 0.3%
Value ($000) $1,248 Shares 6,697 Est. Cost $127.12 Unrealized +31.0%
BCE BCE INC 0.3%
Value ($000) $1,233 Shares 25,005 Est. Cost $26.12 Unrealized +34.2%
SO SOUTHERN CO 0.3%
Value ($000) $1,221 Shares 20,178 Est. Cost $35.06 Unrealized +53.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,216 Shares 2,303 Est. Cost $39.29 Unrealized +30.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,211 Shares 5,240 Est. Cost $105.69 Unrealized +98.0%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $1,209 Shares 1,978 Est. Cost $262.26 Unrealized +125.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,177 Shares 10,525 Est. Cost $66.37 Unrealized +53.2%
CCI CROWN CASTLE INTL CORP 0.3%
Value ($000) $1,172 Shares 6,008 Est. Cost $89.79 Unrealized +67.1%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $1,155 Shares 5,817 Est. Cost $137.16 Unrealized +28.5%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,136 Shares 5,910 Est. Cost $77.26 Unrealized +112.5%
CE CELANESE CORP 0.2%
Value ($000) $1,075 Shares 7,091 Est. Cost $82.38 Unrealized +78.2%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $1,056 Shares 16,512 Est. Cost $61.58 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,055 Shares 1,919 Est. Cost $75.11 Unrealized +35.0%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,011 Shares 6,838 Est. Cost $50.85 Unrealized +160.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $995 Shares 6,785 Est. Cost $96.17 Unrealized +18.0%
D DOMINION ENERGY INC 0.2%
Value ($000) $994 Shares 13,508 Est. Cost $48.79 Unrealized +28.5%
INTC INTEL CORP 0.2%
Value ($000) $976 Shares 17,391 Est. Cost $35.25 Unrealized +52.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $943 Shares 12,957 Est. Cost $36.24 Unrealized +83.8%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $941 Shares 54,942 Est. Cost $23.14 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $932 Shares 3,192 Est. Cost $221.63 Unrealized +28.7%
IT GARTNER INC 0.2%
Value ($000) $923 Shares 3,812 Est. Cost $124.65 Unrealized +75.5%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $896 Shares 7,551 Est. Cost $55.70 Unrealized +94.5%
WMT WALMART INC 0.2%
Value ($000) $880 Shares 6,238 Est. Cost $29.17 Unrealized +50.2%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $873 Shares 22,201 Est. Cost $47.77 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $850 Shares 17,827 Est. Cost $31.18 Unrealized +9.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $850 Shares 3,815 Est. Cost $135.59 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $847 Shares 21,151 Est. Cost $23.19 Unrealized +23.5%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $847 Shares 3,047 Est. Cost $183.05 Unrealized +52.7%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $834 Shares 4,009 Est. Cost $82.15 Unrealized +99.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $832 Shares 12,089 Est. Cost $53.77 Unrealized +3.9%
UNILEVER PLC 0.2%
Value ($000) $820 Shares 14,007 Est. Cost $56.50 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $789 Shares 3,235 Est. Cost $152.40 Unrealized +39.4%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $788 Shares 8,061 Est. Cost $60.59 Unrealized
MMM 3M CO 0.2%
Value ($000) $778 Shares 3,913 Est. Cost $107.67 Unrealized +30.4%
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $764 Shares 16,677 Est. Cost $41.63 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $745 Shares 1,575 Est. Cost $336.38 Unrealized +19.7%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $736 Shares 3,795 Est. Cost $77.39 Unrealized +132.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $724 Shares 11,603 Est. Cost $40.94 Unrealized +33.4%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $714 Shares 11,931 Est. Cost $33.75 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $698 Shares 4,903 Est. Cost $65.12 Unrealized +97.8%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $691 Shares 17,367 Est. Cost $40.83 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $672 Shares 7,360 Est. Cost $25.18 Unrealized +86.3%
YUM YUM! BRANDS INC 0.1%
Value ($000) $643 Shares 5,586 Est. Cost $71.42 Unrealized +51.3%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $638 Shares 17,396 Est. Cost $22.94 Unrealized
VOYA VOYA FINL INC 0.1%
Value ($000) $623 Shares 10,125 Est. Cost $37.21 Unrealized +62.1%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $588 Shares 41,161 Est. Cost $9.60 Unrealized +29.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $569 Shares 1,128 Est. Cost $302.60 Unrealized +54.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $564 Shares 3,415 Est. Cost $80.07 Unrealized +84.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $563 Shares 4,018 Est. Cost $69.33 Unrealized +94.3%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $562 Shares 6,643 Est. Cost $57.10 Unrealized +27.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $559 Shares 4,211 Est. Cost $139.39 Unrealized
PPL PPL CORP 0.1%
Value ($000) $555 Shares 19,829 Est. Cost $22.44 Unrealized +8.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $554 Shares 602 Est. Cost $231.42 Unrealized +21.2%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $549 Shares 7,036 Est. Cost $47.84 Unrealized +37.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $545 Shares 4,070 Est. Cost $92.90 Unrealized +21.0%
DE DEERE & CO 0.1%
Value ($000) $536 Shares 1,521 Est. Cost $164.19 Unrealized +108.8%
NUE NUCOR CORP 0.1%
Value ($000) $535 Shares 5,576 Est. Cost $48.58 Unrealized +79.1%
TSLA TESLA INC 0.1%
Value ($000) $534 Shares 785 Est. Cost $251.06 Unrealized -13.5%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $522 Shares 9,838 Est. Cost $48.23 Unrealized +15.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $516 Shares 7,722 Est. Cost $44.67 Unrealized +20.6%
DHR DANAHER CORP 0.1%
Value ($000) $499 Shares 1,860 Est. Cost $109.34 Unrealized +98.6%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $486 Shares 2,547 Est. Cost $98.72 Unrealized +60.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $482 Shares 23,880 Est. Cost $10.45 Unrealized +71.0%
MSCI MSCI INC 0.1%
Value ($000) $480 Shares 900 Est. Cost $310.78 Unrealized +46.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $473 Shares 1,249 Est. Cost $234.57 Unrealized +44.3%
GIS GENERAL MILLS INC 0.1%
Value ($000) $437 Shares 7,174 Est. Cost $50.11 Unrealized +5.6%
ASML ASML HOLDING NV 0.1%
Value ($000) $431 Shares 624 Est. Cost $377.76 Unrealized
SYF SYNCHRONY FINL 0.1%
Value ($000) $426 Shares 8,779 Est. Cost $22.03 Unrealized +86.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $423 Shares 1,807 Est. Cost $156.04 Unrealized +39.3%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $423 Shares 6,995 Est. Cost $73.49 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $406 Shares 4,320 Est. Cost $55.53 Unrealized +45.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $404 Shares 8,922 Est. Cost $41.12 Unrealized -2.8%
LEN LENNAR CORP 0.1%
Value ($000) $403 Shares 4,061 Est. Cost $47.29 Unrealized +91.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $387 Shares 1,776 Est. Cost $189.09 Unrealized +12.0%
DEO DIAGEO PLC 0.1%
Value ($000) $385 Shares 2,006 Est. Cost $114.51 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $381 Shares 955 Est. Cost $215.71 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $380 Shares 8,585 Est. Cost $22.83 Unrealized +19.8%
LAM RESEARCH CORP 0.1%
Value ($000) $377 Shares 580 Est. Cost $482.31 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $377 Shares 1,163 Est. Cost $220.47 Unrealized +38.3%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $375 Shares 1,505 Est. Cost $116.82 Unrealized +101.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $373 Shares 2,165 Est. Cost $100.91 Unrealized +46.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $373 Shares 2,609 Est. Cost $81.63 Unrealized +49.7%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $368 Shares 5,000 Est. Cost $54.00 Unrealized
TRP TC ENERGY CORP COM 0.1%
Value ($000) $364 Shares 7,343 Est. Cost $34.26 Unrealized +14.8%
SNY SANOFI 0.1%
Value ($000) $362 Shares 6,873 Est. Cost $42.96 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $360 Shares 4,623 Est. Cost $52.78 Unrealized +39.4%
CI CIGNA CORP 0.1%
Value ($000) $355 Shares 1,496 Est. Cost $184.07 Unrealized +24.8%
CMF ISHARES CALIF MUNI BD 0.1%
Value ($000) $351 Shares 5,605 Est. Cost $62.85 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $350 Shares 10,388 Est. Cost $33.69 Unrealized
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $344 Shares 6,285 Est. Cost $53.74 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $338 Shares 4,050 Est. Cost $52.97 Unrealized +33.1%
IR INGERSOLL RAND INC 0.1%
Value ($000) $334 Shares 6,839 Est. Cost $33.31 Unrealized +46.6%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $325 Shares 11,158 Est. Cost $20.25 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $319 Shares 1,108 Est. Cost $245.91 Unrealized +6.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $315 Shares 6,870 Est. Cost $25.28 Unrealized +53.5%
ALLY ALLY FINL INC 0.1%
Value ($000) $314 Shares 6,295 Est. Cost $25.55 Unrealized +71.3%
CME CME GROUP INC 0.1%
Value ($000) $310 Shares 1,459 Est. Cost $159.98 Unrealized +9.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $305 Shares 743 Est. Cost $290.65 Unrealized +27.2%
BLACKROCK INC 0.1%
Value ($000) $303 Shares 346 Est. Cost $875.72 Unrealized
MRVL MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $300 Shares 5,151 Est. Cost $47.96 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $297 Shares 2,853 Est. Cost $104.10 Unrealized
INTU INTUIT 0.1%
Value ($000) $295 Shares 601 Est. Cost $340.30 Unrealized +23.8%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $274 Shares 1,880 Est. Cost $91.43 Unrealized +32.6%
IVZ INVESCO LTD 0.1%
Value ($000) $274 Shares 10,267 Est. Cost $13.75 Unrealized +62.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.1%
Value ($000) $270 Shares 3,070 Est. Cost $77.58 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $268 Shares 10,144 Est. Cost $24.31 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $268 Shares 4,833 Est. Cost $43.86 Unrealized +7.3%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $259 Shares 1,196 Est. Cost $157.30 Unrealized +20.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $255 Shares 801 Est. Cost $223.63 Unrealized +26.5%
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $252 Shares 680 Est. Cost $333.92 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $251 Shares 1,266 Est. Cost $131.89 Unrealized +14.8%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $248 Shares 9,470 Est. Cost $24.71 Unrealized
HDB HDFC BANK 0.1%
Value ($000) $247 Shares 3,374 Est. Cost $72.86 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $247 Shares 1,200 Est. Cost $167.49 Unrealized +10.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $246 Shares 158 Est. Cost $1468.10 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $245 Shares 3,488 Est. Cost $53.20 Unrealized +8.5%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $244 Shares 1,472 Est. Cost $143.00 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $244 Shares 1,128 Est. Cost $147.05 Unrealized +33.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $240 Shares 2,985 Est. Cost $65.07 Unrealized +16.3%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $240 Shares 1,590 Est. Cost $134.50 Unrealized +20.8%
ATLASSIAN CORP 0.1%
Value ($000) $237 Shares 923 Est. Cost $256.77 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $236 Shares 3,496 Est. Cost $56.47 Unrealized +12.7%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $234 Shares 4,514 Est. Cost $44.51 Unrealized +16.9%
TGT TARGET CORP 0.1%
Value ($000) $232 Shares 961 Est. Cost $191.53 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $231 Shares 1,647 Est. Cost $139.60 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $228 Shares 2,590 Est. Cost $81.47 Unrealized
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $222 Shares 2,328 Est. Cost $87.63 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.0%
Value ($000) $221 Shares 1,498 Est. Cost $147.53 Unrealized
CITRIX SYSTEMS INC 0.0%
Value ($000) $211 Shares 1,802 Est. Cost $139.72 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $209 Shares 564 Est. Cost $59.25 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $209 Shares 8,000 Est. Cost $22.23 Unrealized -0.2%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $206 Shares 13,523 Est. Cost $9.69 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $204 Shares 254 Est. Cost $678.92 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $203 Shares 2,623 Est. Cost $29.07 Unrealized +5.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $203 Shares 3,391 Est. Cost $52.85 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $131 Shares 11,900 Est. Cost $12.61 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.0%
Value ($000) $115 Shares 29,201 Est. Cost $3.36 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $46 Shares 18,000 Est. Cost $2.33 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $42 Shares 10,617 Est. Cost $3.39 Unrealized