Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 22, 2022

Total Value ($000): $508,458 (100.0% shares, 0.0% debt)

Holdings (229)

IJH ISHARES CORE S&P MID-CAP (MKT) 7.6%
Value ($000) $38,547 Shares 143,649 Est. Cost $199.06 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.5%
Value ($000) $38,160 Shares 353,729 Est. Cost $83.80 Unrealized
VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $29,092 Shares 70,074 Est. Cost $277.27 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $23,472 Shares 134,423 Est. Cost $100.90 Unrealized +63.4%
IEFA ISHARES CORE MSCI EAFE 2.8%
Value ($000) $14,245 Shares 204,937 Est. Cost $60.72 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.7%
Value ($000) $13,710 Shares 30,218 Est. Cost $298.28 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.1%
Value ($000) $10,520 Shares 189,393 Est. Cost $51.08 Unrealized
SPY SPDR S&P 500 (MKT) 2.0%
Value ($000) $10,077 Shares 22,311 Est. Cost $275.92 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $9,769 Shares 31,687 Est. Cost $105.04 Unrealized +177.4%
MDY SPDR S&P MIDCAP 400 (MKT) 1.9%
Value ($000) $9,518 Shares 19,406 Est. Cost $295.38 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $9,418 Shares 2,889 Est. Cost $86.49 Unrealized +78.7%
MUB ISHARES NATIONAL AMT-FREE MUNI 1.7%
Value ($000) $8,852 Shares 80,735 Est. Cost $114.46 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.4%
Value ($000) $6,997 Shares 64,569 Est. Cost $89.08 Unrealized
LMBS FIRST TRUST LOW 1.3%
Value ($000) $6,805 Shares 139,026 Est. Cost $51.04 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $6,483 Shares 2,331 Est. Cost $47.26 Unrealized +185.2%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $6,458 Shares 78,192 Est. Cost $51.16 Unrealized +32.7%
VTV VANGUARD VALUE INDEX 1.2%
Value ($000) $6,294 Shares 42,589 Est. Cost $107.54 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $6,148 Shares 60,910 Est. Cost $58.56 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.2%
Value ($000) $5,939 Shares 76,051 Est. Cost $81.31 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.1%
Value ($000) $5,455 Shares 19,649 Est. Cost $130.24 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.0%
Value ($000) $5,101 Shares 69,303 Est. Cost $68.05 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $4,972 Shares 1,780 Est. Cost $69.25 Unrealized +94.9%
VO VANGUARD MID-CAP ETF (MKT) 1.0%
Value ($000) $4,960 Shares 20,854 Est. Cost $166.17 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.9%
Value ($000) $4,664 Shares 44,593 Est. Cost $107.14 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $4,502 Shares 21,186 Est. Cost $150.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,280 Shares 8,393 Est. Cost $212.35 Unrealized +112.5%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $4,203 Shares 35,514 Est. Cost $68.70 Unrealized +67.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.8%
Value ($000) $3,975 Shares 49,980 Est. Cost $85.63 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,757 Shares 23,072 Est. Cost $69.28 Unrealized +77.2%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $3,751 Shares 91,009 Est. Cost $26.41 Unrealized +54.5%
ABBV ABBVIE INC SR NT 0.7%
Value ($000) $3,656 Shares 22,554 Est. Cost $55.00 Unrealized +129.8%
V VISA INC 0.7%
Value ($000) $3,653 Shares 16,474 Est. Cost $130.01 Unrealized +61.6%
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $3,633 Shares 7,973 Est. Cost $230.88 Unrealized +108.4%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $3,455 Shares 25,345 Est. Cost $80.38 Unrealized +66.3%
META META PLATFORMS INC 0.7%
Value ($000) $3,397 Shares 15,276 Est. Cost $178.51 Unrealized +39.0%
VDE VANGUARD ENERGY ETF (MKT) 0.7%
Value ($000) $3,395 Shares 31,719 Est. Cost $76.11 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.6%
Value ($000) $3,164 Shares 70,077 Est. Cost $44.79 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.6%
Value ($000) $3,145 Shares 29,367 Est. Cost $113.37 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $3,114 Shares 9,234 Est. Cost $167.43 Unrealized +90.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,106 Shares 17,525 Est. Cost $121.09 Unrealized +25.4%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $2,959 Shares 19,363 Est. Cost $70.12 Unrealized +102.7%
HD HOME DEPOT INC 0.6%
Value ($000) $2,901 Shares 9,692 Est. Cost $155.83 Unrealized +101.5%
PFE PFIZER INC 0.6%
Value ($000) $2,866 Shares 55,366 Est. Cost $25.20 Unrealized +68.6%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.5%
Value ($000) $2,683 Shares 55,856 Est. Cost $44.48 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $2,596 Shares 31,635 Est. Cost $46.94 Unrealized +48.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $2,588 Shares 33,863 Est. Cost $55.15 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $2,568 Shares 4,079 Est. Cost $21.21 Unrealized +159.7%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,480 Shares 29,269 Est. Cost $61.33 Unrealized +17.5%
COST COSTCO WHOLESALE CORP NEW 0.5%
Value ($000) $2,444 Shares 4,245 Est. Cost $221.85 Unrealized +125.8%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,435 Shares 17,755 Est. Cost $130.41 Unrealized +8.3%
CRM SALESFORCE 0.5%
Value ($000) $2,368 Shares 11,154 Est. Cost $152.57 Unrealized +39.4%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $2,293 Shares 10,952 Est. Cost $122.99 Unrealized +65.6%
NVDA NVIDIA CORP 0.4%
Value ($000) $2,276 Shares 8,342 Est. Cost $17.14 Unrealized +46.1%
NKE NIKE INC 0.4%
Value ($000) $2,191 Shares 16,280 Est. Cost $69.60 Unrealized +89.6%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $2,190 Shares 13,193 Est. Cost $126.89 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,183 Shares 13,042 Est. Cost $89.73 Unrealized +65.4%
MA MASTERCARD INC 0.4%
Value ($000) $2,139 Shares 5,984 Est. Cost $257.19 Unrealized +36.7%
LLY ELI LILLY & CO 0.4%
Value ($000) $2,048 Shares 7,150 Est. Cost $92.44 Unrealized +168.8%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $2,041 Shares 26,155 Est. Cost $79.72 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.4%
Value ($000) $2,004 Shares 21,333 Est. Cost $58.93 Unrealized +40.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,999 Shares 39,245 Est. Cost $30.54 Unrealized +35.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $1,897 Shares 10,781 Est. Cost $141.67 Unrealized
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,886 Shares 38,000 Est. Cost $31.07 Unrealized +63.3%
CMCSA COMCAST CORP 0.4%
Value ($000) $1,799 Shares 38,416 Est. Cost $38.11 Unrealized +12.4%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,764 Shares 15,794 Est. Cost $59.85 Unrealized +49.0%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $1,735 Shares 11,593 Est. Cost $113.38 Unrealized
SCHH SCHWAB US REIT ETF 0.3%
Value ($000) $1,716 Shares 68,960 Est. Cost $31.61 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,681 Shares 44,875 Est. Cost $26.51 Unrealized +26.3%
IWM ISHARES RUSSELL 2000 (MKT) 0.3%
Value ($000) $1,677 Shares 8,170 Est. Cost $145.53 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,649 Shares 26,600 Est. Cost $35.15 Unrealized +53.8%
HEFA HDG MSCI EAFE 0.3%
Value ($000) $1,612 Shares 47,500 Est. Cost $29.94 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,551 Shares 10,221 Est. Cost $68.30 Unrealized +115.7%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,529 Shares 7,860 Est. Cost $100.57 Unrealized +69.4%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,488 Shares 19,100 Est. Cost $35.87 Unrealized +132.4%
SO SOUTHERN CO 0.3%
Value ($000) $1,448 Shares 19,966 Est. Cost $35.06 Unrealized +67.4%
T AT&T INC 0.3%
Value ($000) $1,396 Shares 59,104 Est. Cost $13.93 Unrealized +7.0%
BCE BCE INC 0.3%
Value ($000) $1,384 Shares 24,947 Est. Cost $26.38 Unrealized +51.6%
ZTS ZOETIS INC 0.3%
Value ($000) $1,356 Shares 7,191 Est. Cost $134.12 Unrealized +41.9%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $1,320 Shares 5,799 Est. Cost $137.16 Unrealized +43.6%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $1,304 Shares 12,511 Est. Cost $39.54 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,298 Shares 5,249 Est. Cost $105.69 Unrealized +115.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,296 Shares 12,961 Est. Cost $50.53 Unrealized +57.6%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,263 Shares 8,274 Est. Cost $95.87 Unrealized +62.5%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,260 Shares 14,825 Est. Cost $50.18 Unrealized +33.3%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,244 Shares 22,307 Est. Cost $35.39 Unrealized +42.1%
TSLA TESLA INC 0.2%
Value ($000) $1,240 Shares 1,151 Est. Cost $270.59 Unrealized +15.1%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $1,237 Shares 16,097 Est. Cost $61.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,234 Shares 3,496 Est. Cost $200.07 Unrealized +61.7%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,229 Shares 4,891 Est. Cost $123.68 Unrealized +73.7%
ABNB AIRBNB INC 0.2%
Value ($000) $1,207 Shares 7,029 Est. Cost $158.13 Unrealized +0.7%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $1,191 Shares 6,450 Est. Cost $95.60 Unrealized +52.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,101 Shares 6,002 Est. Cost $78.49 Unrealized +100.4%
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,092 Shares 1,960 Est. Cost $78.91 Unrealized +42.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,087 Shares 12,892 Est. Cost $36.24 Unrealized +130.1%
CM CDN IMPERIAL BK 0.2%
Value ($000) $1,087 Shares 8,931 Est. Cost $29.30 Unrealized +79.4%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $1,075 Shares 25,487 Est. Cost $46.77 Unrealized
IT GARTNER INC 0.2%
Value ($000) $1,068 Shares 3,591 Est. Cost $135.69 Unrealized +113.4%
NFLX NETFLIX INC 0.2%
Value ($000) $1,053 Shares 2,812 Est. Cost $41.48 Unrealized +0.4%
CE CELANESE CORP 0.2%
Value ($000) $1,052 Shares 7,361 Est. Cost $84.65 Unrealized +68.7%
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $1,039 Shares 22,521 Est. Cost $44.80 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $1,030 Shares 4,805 Est. Cost $233.28 Unrealized -1.3%
ENB ENBRIDGE INC 0.2%
Value ($000) $1,014 Shares 21,993 Est. Cost $23.67 Unrealized +40.7%
WMT WALMART INC 0.2%
Value ($000) $1,001 Shares 6,723 Est. Cost $30.31 Unrealized +47.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $995 Shares 7,532 Est. Cost $55.70 Unrealized +120.1%
AMGN AMGEN INC 0.2%
Value ($000) $981 Shares 4,057 Est. Cost $162.37 Unrealized +25.2%
INTC INTEL CORP 0.2%
Value ($000) $914 Shares 18,436 Est. Cost $36.11 Unrealized +27.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $908 Shares 12,440 Est. Cost $48.95 Unrealized +16.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $900 Shares 6,798 Est. Cost $50.85 Unrealized +163.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $894 Shares 17,117 Est. Cost $31.18 Unrealized +19.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $869 Shares 3,815 Est. Cost $135.59 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $858 Shares 19,706 Est. Cost $41.33 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $839 Shares 5,641 Est. Cost $49.35 Unrealized +134.1%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $823 Shares 3,836 Est. Cost $83.46 Unrealized +112.3%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $801 Shares 1,837 Est. Cost $279.38 Unrealized +74.2%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $798 Shares 6,896 Est. Cost $136.92 Unrealized -3.0%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $795 Shares 3,932 Est. Cost $82.22 Unrealized +159.5%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $792 Shares 11,943 Est. Cost $33.75 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $792 Shares 47,707 Est. Cost $23.14 Unrealized
KR KROGER CO 0.2%
Value ($000) $790 Shares 13,773 Est. Cost $38.24 Unrealized +19.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $753 Shares 12,659 Est. Cost $53.95 Unrealized +2.2%
SPDR S&P 600 SMALL CAP 0.1%
Value ($000) $752 Shares 8,034 Est. Cost $60.59 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $750 Shares 7,386 Est. Cost $49.24 Unrealized +56.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $744 Shares 5,726 Est. Cost $96.17 Unrealized +16.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $743 Shares 11,840 Est. Cost $41.12 Unrealized +42.6%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $724 Shares 7,255 Est. Cost $58.53 Unrealized +35.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $721 Shares 1,221 Est. Cost $322.82 Unrealized +76.0%
VOYA VOYA FINL INC 0.1%
Value ($000) $719 Shares 10,842 Est. Cost $38.83 Unrealized +62.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $704 Shares 2,334 Est. Cost $311.41 Unrealized -6.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $700 Shares 1,586 Est. Cost $257.14 Unrealized +42.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $686 Shares 5,204 Est. Cost $68.95 Unrealized +92.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $682 Shares 3,904 Est. Cost $69.33 Unrealized +121.3%
DE DEERE & CO 0.1%
Value ($000) $680 Shares 1,637 Est. Cost $178.28 Unrealized +103.6%
YUM YUM! BRANDS INC 0.1%
Value ($000) $664 Shares 5,598 Est. Cost $71.42 Unrealized +60.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $649 Shares 3,472 Est. Cost $81.58 Unrealized +110.6%
ILMN ILLUMINA INC 0.1%
Value ($000) $648 Shares 1,854 Est. Cost $349.33 Unrealized -3.3%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $647 Shares 16,896 Est. Cost $22.94 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $642 Shares 5,219 Est. Cost $97.71 Unrealized +16.7%
DHR DANAHER CORP 0.1%
Value ($000) $640 Shares 2,181 Est. Cost $129.82 Unrealized +89.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $586 Shares 5,920 Est. Cost $78.80 Unrealized +10.1%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $584 Shares 39,959 Est. Cost $9.60 Unrealized +36.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $567 Shares 5,187 Est. Cost $66.20 Unrealized +80.3%
PPL PPL CORP 0.1%
Value ($000) $555 Shares 19,425 Est. Cost $22.44 Unrealized +10.0%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $552 Shares 6,906 Est. Cost $25.18 Unrealized +66.6%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $531 Shares 1,768 Est. Cost $139.76 Unrealized +104.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $527 Shares 4,211 Est. Cost $139.39 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $518 Shares 10,689 Est. Cost $41.78 Unrealized +16.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $497 Shares 7,343 Est. Cost $50.14 Unrealized +17.2%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $494 Shares 4,884 Est. Cost $58.72 Unrealized +56.7%
MMM 3M CO 0.1%
Value ($000) $489 Shares 3,286 Est. Cost $107.67 Unrealized +6.4%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $479 Shares 1,309 Est. Cost $235.92 Unrealized +52.2%
EXC EXELON CORP 0.1%
Value ($000) $471 Shares 9,895 Est. Cost $24.26 Unrealized +51.8%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $457 Shares 11,158 Est. Cost $20.25 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $456 Shares 8,045 Est. Cost $46.01 Unrealized +10.0%
MSCI MSCI INC 0.1%
Value ($000) $453 Shares 901 Est. Cost $331.89 Unrealized +49.6%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $451 Shares 9,838 Est. Cost $48.23 Unrealized -15.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $450 Shares 4,945 Est. Cost $67.94 Unrealized +26.5%
ASML ASML HOLDING NV 0.1%
Value ($000) $449 Shares 672 Est. Cost $401.84 Unrealized
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $440 Shares 13,173 Est. Cost $22.33 Unrealized +14.4%
ORCL ORACLE CORP 0.1%
Value ($000) $436 Shares 5,269 Est. Cost $56.78 Unrealized +35.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $433 Shares 2,835 Est. Cost $87.05 Unrealized +76.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $413 Shares 1,792 Est. Cost $156.04 Unrealized +38.4%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $410 Shares 7,259 Est. Cost $34.53 Unrealized +24.5%
DEO DIAGEO PLC 0.1%
Value ($000) $408 Shares 2,006 Est. Cost $114.51 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $402 Shares 1,805 Est. Cost $189.46 Unrealized +3.2%
CME CME GROUP INC 0.1%
Value ($000) $399 Shares 1,679 Est. Cost $165.32 Unrealized +21.4%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $398 Shares 955 Est. Cost $215.71 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $388 Shares 5,000 Est. Cost $54.00 Unrealized
ATLASSIAN CORP 0.1%
Value ($000) $383 Shares 1,305 Est. Cost $268.33 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $381 Shares 1,590 Est. Cost $185.23 Unrealized +17.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $378 Shares 3,407 Est. Cost $105.44 Unrealized -11.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $375 Shares 2,268 Est. Cost $103.20 Unrealized +46.6%
UNILEVER PLC 0.1%
Value ($000) $372 Shares 8,164 Est. Cost $56.41 Unrealized
INTU INTUIT 0.1%
Value ($000) $365 Shares 760 Est. Cost $373.60 Unrealized +33.7%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $363 Shares 8,000 Est. Cost $27.45 Unrealized +57.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $360 Shares 4,205 Est. Cost $52.09 Unrealized +33.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $358 Shares 16,104 Est. Cost $10.45 Unrealized +90.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $357 Shares 573 Est. Cost $59.72 Unrealized +49.9%
SNY SANOFI 0.1%
Value ($000) $353 Shares 6,873 Est. Cost $42.96 Unrealized
BP BP PLC 0.1%
Value ($000) $340 Shares 11,571 Est. Cost $25.00 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $339 Shares 827 Est. Cost $311.81 Unrealized +26.4%
LEN LENNAR CORP 0.1%
Value ($000) $333 Shares 4,101 Est. Cost $47.29 Unrealized +79.6%
IR INGERSOLL RAND INC 0.1%
Value ($000) $333 Shares 6,617 Est. Cost $33.31 Unrealized +60.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $329 Shares 1,784 Est. Cost $98.72 Unrealized +76.4%
CMF ISHARES CALIF MUNI BD 0.1%
Value ($000) $326 Shares 5,605 Est. Cost $62.85 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $318 Shares 592 Est. Cost $483.61 Unrealized
SYF SYNCHRONY FINL 0.1%
Value ($000) $317 Shares 9,099 Est. Cost $24.21 Unrealized +57.7%
O REALTY INCOME CORP 0.1%
Value ($000) $315 Shares 4,539 Est. Cost $54.18 Unrealized +2.1%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $313 Shares 6,055 Est. Cost $53.74 Unrealized
TOTAL S A 0.1%
Value ($000) $311 Shares 6,163 Est. Cost $50.46 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $307 Shares 5,706 Est. Cost $78.95 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $306 Shares 1,264 Est. Cost $161.44 Unrealized +37.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $304 Shares 2,193 Est. Cost $116.99 Unrealized -2.3%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $299 Shares 2,110 Est. Cost $131.32 Unrealized -4.4%
DOCU DOCUSIGN INC 0.1%
Value ($000) $295 Shares 2,757 Est. Cost $114.77 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.1%
Value ($000) $292 Shares 1,590 Est. Cost $134.50 Unrealized +28.6%
EBAY EBAY INC 0.1%
Value ($000) $287 Shares 5,019 Est. Cost $56.87 Unrealized -5.0%
ALLY ALLY FINL INC 0.1%
Value ($000) $284 Shares 6,525 Est. Cost $26.21 Unrealized +56.0%
USB US BANCORP DEL 0.1%
Value ($000) $280 Shares 5,272 Est. Cost $47.15 Unrealized +1.5%
MAR MARRIOTT INTERNATIONAL INC NEW 0.1%
Value ($000) $278 Shares 1,579 Est. Cost $153.18 Unrealized +4.7%
BLACKROCK INC 0.1%
Value ($000) $276 Shares 361 Est. Cost $871.10 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $272 Shares 998 Est. Cost $235.20 Unrealized +20.0%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $269 Shares 1,487 Est. Cost $143.00 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $253 Shares 1,011 Est. Cost $245.91 Unrealized -5.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $252 Shares 1,898 Est. Cost $91.43 Unrealized +33.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $248 Shares 4,981 Est. Cost $35.95 Unrealized +16.4%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $248 Shares 1,356 Est. Cost $142.11 Unrealized +11.7%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $246 Shares 3,917 Est. Cost $55.04 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $243 Shares 13,523 Est. Cost $9.69 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $240 Shares 10,417 Est. Cost $13.82 Unrealized +34.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $239 Shares 2,985 Est. Cost $80.07 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $237 Shares 3,380 Est. Cost $52.87 Unrealized +9.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $234 Shares 3,020 Est. Cost $65.20 Unrealized +17.2%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $229 Shares 9,470 Est. Cost $24.71 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $226 Shares 1,221 Est. Cost $167.75 Unrealized +9.0%
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $225 Shares 2,328 Est. Cost $87.63 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $218 Shares 443 Est. Cost $432.66 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $217 Shares 3,023 Est. Cost $60.56 Unrealized +7.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $214 Shares 4,782 Est. Cost $44.75 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $214 Shares 1,327 Est. Cost $131.96 Unrealized +2.6%
TGT TARGET CORP 0.0%
Value ($000) $212 Shares 997 Est. Cost $191.50 Unrealized -0.1%
EQIX EQUINIX INC 0.0%
Value ($000) $210 Shares 283 Est. Cost $677.46 Unrealized -1.9%
AES AES CORP 0.0%
Value ($000) $208 Shares 8,100 Est. Cost $19.36 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $205 Shares 2,490 Est. Cost $81.47 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $204 Shares 522 Est. Cost $301.16 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $204 Shares 4,462 Est. Cost $50.62 Unrealized -11.9%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $202 Shares 740 Est. Cost $230.57 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $128 Shares 11,900 Est. Cost $12.61 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.0%
Value ($000) $123 Shares 29,201 Est. Cost $3.36 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $37 Shares 10,867 Est. Cost $3.39 Unrealized