Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 28, 2021

Total Value ($000): $475,306 (100.0% shares, 0.0% debt)

Holdings (232)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.5%
Value ($000) $35,579 Shares 325,849 Est. Cost $81.36 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 7.3%
Value ($000) $34,829 Shares 132,393 Est. Cost $192.36 Unrealized
VOO VANGUARD S&P 500 ETF 5.3%
Value ($000) $25,080 Shares 63,589 Est. Cost $263.94 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $18,366 Shares 129,796 Est. Cost $98.79 Unrealized +45.7%
IEFA ISHARES CORE MSCI EAFE 3.1%
Value ($000) $14,803 Shares 199,369 Est. Cost $60.41 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.5%
Value ($000) $12,098 Shares 28,081 Est. Cost $285.65 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.5%
Value ($000) $12,018 Shares 194,591 Est. Cost $51.08 Unrealized
SPY SPDR S&P 500 (MKT) 2.0%
Value ($000) $9,557 Shares 22,269 Est. Cost $273.58 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.0%
Value ($000) $9,439 Shares 19,629 Est. Cost $295.38 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,988 Shares 31,882 Est. Cost $100.05 Unrealized +180.6%
LMBS FIRST TRUST LOW 1.7%
Value ($000) $8,024 Shares 158,652 Est. Cost $51.04 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $7,473 Shares 2,275 Est. Cost $66.92 Unrealized +157.8%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.5%
Value ($000) $6,922 Shares 59,588 Est. Cost $114.94 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.4%
Value ($000) $6,644 Shares 80,626 Est. Cost $81.31 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $6,553 Shares 2,451 Est. Cost $47.26 Unrealized +185.8%
VNQ VANGUARD REAL ESTATE ETF 1.3%
Value ($000) $6,360 Shares 62,486 Est. Cost $88.01 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.3%
Value ($000) $5,997 Shares 60,960 Est. Cost $58.56 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $5,492 Shares 16,184 Est. Cost $178.51 Unrealized +100.4%
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $5,426 Shares 19,799 Est. Cost $130.24 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.1%
Value ($000) $5,355 Shares 68,650 Est. Cost $68.05 Unrealized
VTV VANGUARD VALUE INDEX 1.1%
Value ($000) $5,324 Shares 39,326 Est. Cost $104.36 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $4,701 Shares 55,015 Est. Cost $85.63 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $4,651 Shares 79,078 Est. Cost $51.16 Unrealized -5.3%
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $4,633 Shares 8,047 Est. Cost $221.53 Unrealized +184.1%
VO VANGUARD MID-CAP ETF (MKT) 0.9%
Value ($000) $4,439 Shares 18,749 Est. Cost $157.89 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.9%
Value ($000) $4,261 Shares 39,611 Est. Cost $107.12 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $4,259 Shares 1,598 Est. Cost $61.35 Unrealized +123.1%
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $4,238 Shares 19,382 Est. Cost $145.23 Unrealized
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $3,888 Shares 32,918 Est. Cost $64.82 Unrealized +75.1%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $3,834 Shares 23,425 Est. Cost $75.25 Unrealized +86.4%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $3,808 Shares 89,709 Est. Cost $26.06 Unrealized +38.5%
EEM ISHARES MSCI EMERGING MARKETS 0.8%
Value ($000) $3,767 Shares 74,778 Est. Cost $44.79 Unrealized
V VISA INC 0.7%
Value ($000) $3,487 Shares 15,656 Est. Cost $125.89 Unrealized +80.3%
AGG ISHARES CORE TOTAL US BOND 0.7%
Value ($000) $3,408 Shares 29,678 Est. Cost $113.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $3,073 Shares 7,865 Est. Cost $196.94 Unrealized +95.4%
HD HOME DEPOT INC 0.6%
Value ($000) $2,981 Shares 9,082 Est. Cost $144.05 Unrealized +104.5%
ACN ACCENTURE PLC 0.6%
Value ($000) $2,919 Shares 9,123 Est. Cost $163.21 Unrealized +87.2%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,908 Shares 37,035 Est. Cost $61.17 Unrealized +17.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,880 Shares 17,023 Est. Cost $129.47 Unrealized +34.5%
CRM SALESFORCE.COM INC 0.6%
Value ($000) $2,840 Shares 10,472 Est. Cost $144.43 Unrealized +73.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,668 Shares 16,518 Est. Cost $119.32 Unrealized +25.9%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.5%
Value ($000) $2,584 Shares 51,178 Est. Cost $44.05 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,569 Shares 18,370 Est. Cost $66.45 Unrealized +91.5%
PFE PFIZER INC 0.5%
Value ($000) $2,438 Shares 56,684 Est. Cost $25.20 Unrealized +41.6%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $2,345 Shares 21,743 Est. Cost $52.06 Unrealized +86.8%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,322 Shares 22,886 Est. Cost $68.49 Unrealized +21.7%
MRK MERCK & CO INC 0.5%
Value ($000) $2,310 Shares 30,760 Est. Cost $46.20 Unrealized +43.2%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $2,275 Shares 11,010 Est. Cost $122.99 Unrealized +65.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $2,253 Shares 23,766 Est. Cost $58.93 Unrealized +37.5%
NKE NIKE INC 0.5%
Value ($000) $2,224 Shares 15,314 Est. Cost $66.01 Unrealized +131.1%
PEP PEPSICO INC 0.4%
Value ($000) $2,119 Shares 14,088 Est. Cost $87.90 Unrealized +53.6%
VDE VANGUARD ENERGY ETF (MKT) 0.4%
Value ($000) $2,116 Shares 28,628 Est. Cost $72.56 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $2,108 Shares 37,691 Est. Cost $38.05 Unrealized +35.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,053 Shares 38,010 Est. Cost $30.11 Unrealized +40.6%
AVGO BROADCOM INC COM 0.4%
Value ($000) $2,047 Shares 4,221 Est. Cost $21.21 Unrealized +109.7%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $2,046 Shares 26,155 Est. Cost $79.72 Unrealized
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,983 Shares 38,250 Est. Cost $31.07 Unrealized +47.6%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,933 Shares 12,350 Est. Cost $124.09 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,805 Shares 4,016 Est. Cost $206.23 Unrealized +102.8%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,787 Shares 8,170 Est. Cost $145.53 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $1,640 Shares 7,917 Est. Cost $16.69 Unrealized +24.1%
HEFA HDG MSCI EAFE 0.3%
Value ($000) $1,634 Shares 47,500 Est. Cost $29.94 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $1,629 Shares 4,686 Est. Cost $232.37 Unrealized +52.7%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,619 Shares 7,624 Est. Cost $98.13 Unrealized +98.3%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,587 Shares 6,099 Est. Cost $133.24 Unrealized +112.4%
T AT&T INC 0.3%
Value ($000) $1,581 Shares 58,542 Est. Cost $13.91 Unrealized +15.5%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,569 Shares 16,080 Est. Cost $59.85 Unrealized +45.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,562 Shares 6,757 Est. Cost $83.49 Unrealized +183.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,526 Shares 29,297 Est. Cost $51.62 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,516 Shares 10,859 Est. Cost $110.89 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $1,513 Shares 13,555 Est. Cost $39.54 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,509 Shares 2,473 Est. Cost $40.37 Unrealized +36.3%
ETN EATON CORP PLC 0.3%
Value ($000) $1,487 Shares 9,958 Est. Cost $66.18 Unrealized +125.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $1,462 Shares 8,640 Est. Cost $133.13 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,417 Shares 26,998 Est. Cost $34.88 Unrealized +39.9%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,412 Shares 8,178 Est. Cost $95.14 Unrealized +91.2%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,353 Shares 24,851 Est. Cost $34.79 Unrealized +41.5%
ZTS ZOETIS INC 0.3%
Value ($000) $1,347 Shares 6,936 Est. Cost $129.41 Unrealized +49.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,315 Shares 18,525 Est. Cost $34.40 Unrealized +113.0%
BCE BCE INC 0.3%
Value ($000) $1,282 Shares 25,622 Est. Cost $26.38 Unrealized +40.7%
CSX CSX CORP 0.3%
Value ($000) $1,269 Shares 42,660 Est. Cost $26.12 Unrealized +15.4%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $1,266 Shares 4,770 Est. Cost $120.79 Unrealized +105.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,263 Shares 5,240 Est. Cost $105.69 Unrealized +104.2%
SO SOUTHERN CO 0.3%
Value ($000) $1,254 Shares 20,232 Est. Cost $35.06 Unrealized +56.0%
CM CDN IMPERIAL BK 0.3%
Value ($000) $1,251 Shares 11,239 Est. Cost $29.30 Unrealized +62.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.3%
Value ($000) $1,213 Shares 24,258 Est. Cost $44.80 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $1,201 Shares 1,805 Est. Cost $262.26 Unrealized +158.9%
NOW SERVICENOW INC COM 0.3%
Value ($000) $1,192 Shares 1,915 Est. Cost $75.11 Unrealized +61.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,167 Shares 10,581 Est. Cost $66.37 Unrealized +59.3%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,149 Shares 5,747 Est. Cost $137.16 Unrealized +36.9%
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $1,148 Shares 25,134 Est. Cost $42.99 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,136 Shares 5,910 Est. Cost $77.26 Unrealized +117.4%
IT GARTNER INC 0.2%
Value ($000) $1,095 Shares 3,605 Est. Cost $124.65 Unrealized +132.6%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,077 Shares 6,838 Est. Cost $50.85 Unrealized +208.9%
CE CELANESE CORP 0.2%
Value ($000) $1,067 Shares 7,084 Est. Cost $82.38 Unrealized +73.6%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $1,003 Shares 5,785 Est. Cost $89.79 Unrealized +73.6%
D DOMINION ENERGY INC 0.2%
Value ($000) $991 Shares 13,568 Est. Cost $48.79 Unrealized +28.0%
ADSK AUTODESK INC 0.2%
Value ($000) $978 Shares 3,428 Est. Cost $227.45 Unrealized +34.6%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $960 Shares 16,095 Est. Cost $61.58 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $935 Shares 12,842 Est. Cost $36.24 Unrealized +86.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $931 Shares 6,704 Est. Cost $96.17 Unrealized +16.6%
INTC INTEL CORP 0.2%
Value ($000) $928 Shares 17,416 Est. Cost $35.25 Unrealized +41.3%
WMT WALMART INC 0.2%
Value ($000) $869 Shares 6,238 Est. Cost $29.17 Unrealized +55.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $867 Shares 12,417 Est. Cost $53.91 Unrealized +10.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $861 Shares 7,496 Est. Cost $55.70 Unrealized +101.1%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $854 Shares 3,130 Est. Cost $185.64 Unrealized +51.3%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $852 Shares 55,137 Est. Cost $23.14 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $847 Shares 3,815 Est. Cost $135.59 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $842 Shares 21,147 Est. Cost $23.19 Unrealized +28.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $824 Shares 23,360 Est. Cost $47.15 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $812 Shares 17,827 Est. Cost $31.18 Unrealized +9.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $797 Shares 11,754 Est. Cost $49.31 Unrealized 0.0%
UNILEVER PLC 0.2%
Value ($000) $791 Shares 14,585 Est. Cost $56.41 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $770 Shares 3,795 Est. Cost $77.39 Unrealized +137.2%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $761 Shares 8,034 Est. Cost $60.59 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $717 Shares 11,943 Est. Cost $33.75 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $698 Shares 1,722 Est. Cost $346.92 Unrealized +32.6%
MMM 3M CO 0.1%
Value ($000) $689 Shares 3,930 Est. Cost $107.67 Unrealized +27.5%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $689 Shares 3,783 Est. Cost $82.15 Unrealized +98.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $684 Shares 11,750 Est. Cost $41.12 Unrealized +34.8%
YUM YUM! BRANDS INC 0.1%
Value ($000) $682 Shares 5,575 Est. Cost $71.42 Unrealized +63.5%
AMGN AMGEN INC 0.1%
Value ($000) $678 Shares 3,186 Est. Cost $152.40 Unrealized +31.4%
ABNB AIRBNB INC 0.1%
Value ($000) $674 Shares 4,018 Est. Cost $152.75 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $670 Shares 674 Est. Cost $242.57 Unrealized +38.4%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $658 Shares 5,108 Est. Cost $67.75 Unrealized +92.8%
TSLA TESLA INC 0.1%
Value ($000) $654 Shares 843 Est. Cost $249.98 Unrealized -5.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $644 Shares 1,128 Est. Cost $302.60 Unrealized +79.2%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $643 Shares 16,827 Est. Cost $40.83 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $636 Shares 41,115 Est. Cost $9.60 Unrealized +25.4%
VOYA VOYA FINL INC 0.1%
Value ($000) $635 Shares 10,342 Est. Cost $37.66 Unrealized +55.5%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $634 Shares 16,896 Est. Cost $22.94 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $628 Shares 7,072 Est. Cost $25.18 Unrealized +87.7%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $588 Shares 7,243 Est. Cost $58.53 Unrealized +27.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $580 Shares 3,904 Est. Cost $69.33 Unrealized +97.3%
DHR DANAHER CORP 0.1%
Value ($000) $579 Shares 1,902 Est. Cost $112.81 Unrealized +136.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $572 Shares 3,415 Est. Cost $80.07 Unrealized +97.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $557 Shares 4,202 Est. Cost $93.61 Unrealized +23.4%
KR KROGER CO 0.1%
Value ($000) $553 Shares 13,673 Est. Cost $38.24 Unrealized 0.0%
PPL PPL CORP 0.1%
Value ($000) $551 Shares 19,770 Est. Cost $22.44 Unrealized +9.6%
NUE NUCOR CORP 0.1%
Value ($000) $549 Shares 5,576 Est. Cost $48.58 Unrealized +104.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $548 Shares 4,211 Est. Cost $139.39 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $548 Shares 900 Est. Cost $310.78 Unrealized +87.6%
DE DEERE & CO 0.1%
Value ($000) $510 Shares 1,521 Est. Cost $164.19 Unrealized +106.7%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $506 Shares 9,838 Est. Cost $48.23 Unrealized -2.6%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $496 Shares 7,031 Est. Cost $47.84 Unrealized +20.3%
ASML ASML HOLDING NV 0.1%
Value ($000) $492 Shares 660 Est. Cost $397.82 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $473 Shares 22,186 Est. Cost $10.45 Unrealized +58.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $462 Shares 3,689 Est. Cost $105.44 Unrealized +7.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $457 Shares 7,721 Est. Cost $44.67 Unrealized +22.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $445 Shares 4,320 Est. Cost $55.53 Unrealized +84.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $442 Shares 7,390 Est. Cost $50.14 Unrealized +1.7%
EXC EXELON CORP 0.1%
Value ($000) $434 Shares 8,975 Est. Cost $23.11 Unrealized +26.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $431 Shares 1,249 Est. Cost $234.57 Unrealized +36.7%
FMB FIRST TR MANAGD MUN ETF 0.1%
Value ($000) $429 Shares 7,550 Est. Cost $56.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $423 Shares 4,926 Est. Cost $77.40 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $423 Shares 1,600 Est. Cost $124.44 Unrealized +97.0%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $420 Shares 6,995 Est. Cost $73.49 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $414 Shares 8,922 Est. Cost $41.12 Unrealized +1.1%
ORCL ORACLE CORP 0.1%
Value ($000) $407 Shares 4,673 Est. Cost $53.10 Unrealized +56.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $405 Shares 2,072 Est. Cost $98.72 Unrealized +62.8%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $389 Shares 1,163 Est. Cost $220.47 Unrealized +44.6%
DEO DIAGEO PLC 0.1%
Value ($000) $388 Shares 2,006 Est. Cost $114.51 Unrealized
SYF SYNCHRONY FINL 0.1%
Value ($000) $385 Shares 7,869 Est. Cost $22.03 Unrealized +99.6%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $383 Shares 955 Est. Cost $215.71 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $380 Shares 4,061 Est. Cost $47.29 Unrealized +96.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $380 Shares 1,803 Est. Cost $156.04 Unrealized +29.9%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $377 Shares 7,832 Est. Cost $34.53 Unrealized +11.9%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $368 Shares 5,000 Est. Cost $54.00 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $367 Shares 3,558 Est. Cost $62.95 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $363 Shares 2,165 Est. Cost $100.91 Unrealized +53.9%
ATLASSIAN CORP 0.1%
Value ($000) $361 Shares 923 Est. Cost $256.77 Unrealized
BP BP PLC 0.1%
Value ($000) $359 Shares 13,126 Est. Cost $25.00 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $355 Shares 4,185 Est. Cost $53.60 Unrealized +35.3%
CMF ISHARES CALIF MUNI BD 0.1%
Value ($000) $348 Shares 5,605 Est. Cost $62.85 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $347 Shares 10,388 Est. Cost $33.69 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $341 Shares 2,645 Est. Cost $82.27 Unrealized +56.6%
IR INGERSOLL RAND INC 0.1%
Value ($000) $341 Shares 6,756 Est. Cost $33.31 Unrealized +52.0%
ALLY ALLY FINL INC 0.1%
Value ($000) $333 Shares 6,525 Est. Cost $26.21 Unrealized +69.0%
SNY SANOFI 0.1%
Value ($000) $331 Shares 6,873 Est. Cost $42.96 Unrealized
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $331 Shares 6,055 Est. Cost $53.74 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $329 Shares 578 Est. Cost $482.31 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $327 Shares 1,701 Est. Cost $189.09 Unrealized +1.6%
INTU INTUIT 0.1%
Value ($000) $324 Shares 601 Est. Cost $340.30 Unrealized +54.1%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $323 Shares 6,870 Est. Cost $25.28 Unrealized +44.0%
MRVL MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $322 Shares 5,331 Est. Cost $48.33 Unrealized +21.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $318 Shares 5,425 Est. Cost $43.99 Unrealized +2.6%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $315 Shares 11,158 Est. Cost $20.25 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $301 Shares 1,506 Est. Cost $184.07 Unrealized +9.1%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $297 Shares 2,853 Est. Cost $104.10 Unrealized
BLACKROCK INC 0.1%
Value ($000) $290 Shares 346 Est. Cost $875.72 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $285 Shares 1,880 Est. Cost $91.43 Unrealized +39.5%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $284 Shares 1,108 Est. Cost $245.91 Unrealized +0.4%
CME CME GROUP INC 0.1%
Value ($000) $282 Shares 1,459 Est. Cost $159.98 Unrealized +5.8%
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $281 Shares 680 Est. Cost $333.92 Unrealized +24.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $280 Shares 658 Est. Cost $290.65 Unrealized +43.7%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $278 Shares 1,196 Est. Cost $157.30 Unrealized +39.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $270 Shares 564 Est. Cost $59.25 Unrealized +18.6%
MPC MARATHON PETE CORP 0.1%
Value ($000) $256 Shares 4,135 Est. Cost $51.79 Unrealized 0.0%
HDB HDFC BANK 0.1%
Value ($000) $255 Shares 3,491 Est. Cost $72.86 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.1%
Value ($000) $253 Shares 3,070 Est. Cost $77.58 Unrealized -3.1%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $249 Shares 148 Est. Cost $1468.10 Unrealized +18.0%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $249 Shares 1,266 Est. Cost $131.89 Unrealized +31.9%
IVZ INVESCO LTD 0.1%
Value ($000) $247 Shares 10,267 Est. Cost $13.75 Unrealized +50.1%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $243 Shares 1,477 Est. Cost $143.00 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $243 Shares 3,488 Est. Cost $53.20 Unrealized +24.3%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $240 Shares 801 Est. Cost $223.63 Unrealized +36.5%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $240 Shares 2,985 Est. Cost $65.07 Unrealized +10.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $237 Shares 1,858 Est. Cost $118.67 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $235 Shares 1,200 Est. Cost $167.49 Unrealized +14.4%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $231 Shares 9,470 Est. Cost $24.71 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $231 Shares 3,496 Est. Cost $56.47 Unrealized +15.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $228 Shares 4,393 Est. Cost $50.71 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value ($000) $226 Shares 1,590 Est. Cost $134.50 Unrealized +11.8%
O REALTY INCOME CORP 0.0%
Value ($000) $223 Shares 3,437 Est. Cost $53.81 Unrealized 0.0%
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $223 Shares 2,328 Est. Cost $87.63 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $222 Shares 1,647 Est. Cost $139.60 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $220 Shares 961 Est. Cost $191.53 Unrealized +14.8%
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $220 Shares 8,476 Est. Cost $20.40 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $218 Shares 2,490 Est. Cost $81.47 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $213 Shares 13,523 Est. Cost $9.69 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $210 Shares 3,451 Est. Cost $52.87 Unrealized +1.9%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $207 Shares 2,953 Est. Cost $60.45 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $203 Shares 1,406 Est. Cost $134.23 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $202 Shares 4,514 Est. Cost $44.51 Unrealized +8.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $202 Shares 534 Est. Cost $349.92 Unrealized 0.0%
SVB FINL GROUP 0.0%
Value ($000) $202 Shares 313 Est. Cost $645.37 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $202 Shares 1,329 Est. Cost $141.77 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $202 Shares 3,390 Est. Cost $46.66 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $201 Shares 254 Est. Cost $678.92 Unrealized +12.3%
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $153 Shares 11,900 Est. Cost $12.61 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.0%
Value ($000) $112 Shares 29,201 Est. Cost $3.36 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $0 Shares 10,617 Est. Cost $3.39 Unrealized