Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 29, 2022

Total Value ($000): $417,615 (100.0% shares, 0.0% debt)

Holdings (208)

IJH ISHARES CORE S&P MID-CAP (MKT) 7.8%
Value ($000) $32,686 Shares 144,480 Est. Cost $199.06 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.8%
Value ($000) $32,507 Shares 351,770 Est. Cost $83.80 Unrealized
VOO VANGUARD S&P 500 ETF 6.3%
Value ($000) $26,101 Shares 75,246 Est. Cost $282.05 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $17,510 Shares 128,070 Est. Cost $100.90 Unrealized +47.3%
IEFA ISHARES CORE MSCI EAFE 2.9%
Value ($000) $12,298 Shares 208,980 Est. Cost $60.69 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.3%
Value ($000) $9,632 Shares 196,330 Est. Cost $51.01 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.2%
Value ($000) $9,312 Shares 24,562 Est. Cost $298.28 Unrealized
SPY SPDR S&P 500 (MKT) 2.0%
Value ($000) $8,410 Shares 22,292 Est. Cost $275.92 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $7,861 Shares 30,609 Est. Cost $105.04 Unrealized +150.8%
MDY SPDR S&P MIDCAP 400 (MKT) 1.8%
Value ($000) $7,514 Shares 18,171 Est. Cost $295.38 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 1.7%
Value ($000) $7,036 Shares 66,150 Est. Cost $114.46 Unrealized
LMBS FIRST TRUST LOW 1.6%
Value ($000) $6,636 Shares 137,390 Est. Cost $51.04 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $6,367 Shares 74,339 Est. Cost $51.16 Unrealized +55.6%
AMZN AMAZON COM INC 1.4%
Value ($000) $6,035 Shares 56,818 Est. Cost $123.17 Unrealized +1.6%
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.4%
Value ($000) $5,829 Shares 76,441 Est. Cost $81.31 Unrealized
VTV VANGUARD VALUE INDEX 1.4%
Value ($000) $5,810 Shares 44,056 Est. Cost $108.35 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.3%
Value ($000) $5,425 Shares 59,548 Est. Cost $89.08 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $5,091 Shares 60,770 Est. Cost $58.56 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $4,300 Shares 1,973 Est. Cost $47.26 Unrealized +147.2%
IWF ISHARES RUSSELL 1000 GROWTH 1.0%
Value ($000) $4,297 Shares 19,649 Est. Cost $130.24 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.0%
Value ($000) $4,294 Shares 68,717 Est. Cost $68.05 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.0%
Value ($000) $4,276 Shares 21,711 Est. Cost $167.39 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $4,048 Shares 53,790 Est. Cost $84.90 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,034 Shares 7,853 Est. Cost $212.35 Unrealized +121.8%
VB VANGUARD SMALL CAP ETF (MKT) 0.9%
Value ($000) $3,913 Shares 22,220 Est. Cost $151.96 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $3,905 Shares 1,785 Est. Cost $69.25 Unrealized +69.4%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $3,841 Shares 35,359 Est. Cost $68.70 Unrealized +54.4%
ABBV ABBVIE INC SR NT 0.8%
Value ($000) $3,271 Shares 21,359 Est. Cost $55.00 Unrealized +143.8%
SUB ISHARES ST NATIONAL AMTFREE 0.7%
Value ($000) $3,115 Shares 29,759 Est. Cost $107.14 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,106 Shares 17,497 Est. Cost $121.09 Unrealized +32.1%
V VISA INC 0.7%
Value ($000) $3,071 Shares 15,595 Est. Cost $130.01 Unrealized +54.6%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,952 Shares 20,388 Est. Cost $69.28 Unrealized +106.0%
EEM ISHARES MSCI EMERGING MARKETS 0.7%
Value ($000) $2,839 Shares 70,809 Est. Cost $44.74 Unrealized
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $2,838 Shares 25,202 Est. Cost $80.38 Unrealized +40.6%
PFE PFIZER INC 0.7%
Value ($000) $2,764 Shares 52,709 Est. Cost $25.20 Unrealized +66.7%
MRK MERCK & CO INC 0.7%
Value ($000) $2,758 Shares 30,241 Est. Cost $46.94 Unrealized +68.7%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,708 Shares 66,374 Est. Cost $43.90 Unrealized
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $2,663 Shares 7,275 Est. Cost $230.88 Unrealized +76.3%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $2,634 Shares 84,599 Est. Cost $26.41 Unrealized +23.9%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $2,548 Shares 17,715 Est. Cost $70.12 Unrealized +95.8%
HD HOME DEPOT INC 0.6%
Value ($000) $2,493 Shares 9,089 Est. Cost $155.83 Unrealized +72.6%
ACN ACCENTURE PLC 0.6%
Value ($000) $2,409 Shares 8,675 Est. Cost $167.43 Unrealized +70.0%
LLY ELI LILLY & CO 0.6%
Value ($000) $2,334 Shares 7,199 Est. Cost $92.44 Unrealized +214.7%
META META PLATFORMS INC 0.6%
Value ($000) $2,323 Shares 14,406 Est. Cost $178.51 Unrealized +7.3%
VDE VANGUARD ENERGY ETF (MKT) 0.5%
Value ($000) $2,291 Shares 23,037 Est. Cost $76.11 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,267 Shares 29,269 Est. Cost $61.33 Unrealized +12.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,195 Shares 43,256 Est. Cost $31.43 Unrealized +27.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $2,185 Shares 22,120 Est. Cost $59.87 Unrealized +42.7%
AGG ISHARES CORE TOTAL US BOND 0.5%
Value ($000) $2,032 Shares 19,984 Est. Cost $113.37 Unrealized
MA MASTERCARD INC 0.5%
Value ($000) $2,029 Shares 6,432 Est. Cost $262.77 Unrealized +28.4%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.5%
Value ($000) $1,898 Shares 13,095 Est. Cost $126.89 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,870 Shares 11,220 Est. Cost $89.73 Unrealized +66.9%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,839 Shares 3,836 Est. Cost $221.85 Unrealized +118.6%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $1,814 Shares 9,956 Est. Cost $122.99 Unrealized +48.8%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,766 Shares 16,475 Est. Cost $61.32 Unrealized +55.5%
CRM SALESFORCE 0.4%
Value ($000) $1,738 Shares 10,528 Est. Cost $152.57 Unrealized +14.4%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $1,691 Shares 26,155 Est. Cost $79.72 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $1,689 Shares 11,276 Est. Cost $142.02 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.4%
Value ($000) $1,670 Shares 12,892 Est. Cost $115.01 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,649 Shares 23,058 Est. Cost $55.15 Unrealized
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,585 Shares 38,000 Est. Cost $31.07 Unrealized +28.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,575 Shares 16,683 Est. Cost $130.41 Unrealized -16.8%
KO COCA COLA CO 0.4%
Value ($000) $1,531 Shares 24,330 Est. Cost $35.15 Unrealized +61.5%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,511 Shares 47,500 Est. Cost $29.94 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,491 Shares 3,069 Est. Cost $21.21 Unrealized +147.1%
SO SOUTHERN CO 0.4%
Value ($000) $1,489 Shares 20,888 Est. Cost $36.35 Unrealized +76.9%
NKE NIKE INC 0.4%
Value ($000) $1,470 Shares 14,379 Est. Cost $69.60 Unrealized +59.9%
IWM ISHARES RUSSELL 2000 (MKT) 0.3%
Value ($000) $1,384 Shares 8,170 Est. Cost $145.53 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,359 Shares 34,624 Est. Cost $38.11 Unrealized +0.6%
T AT&T INC 0.3%
Value ($000) $1,359 Shares 64,845 Est. Cost $14.14 Unrealized +15.3%
BCE BCE INC 0.3%
Value ($000) $1,267 Shares 25,769 Est. Cost $26.85 Unrealized +52.7%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,259 Shares 8,302 Est. Cost $17.14 Unrealized +9.9%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,228 Shares 7,067 Est. Cost $100.57 Unrealized +65.3%
D DOMINION ENERGY INC 0.3%
Value ($000) $1,218 Shares 15,263 Est. Cost $50.73 Unrealized +36.7%
BTI BRITISH AMERICAN TOBACCO PLC 0.3%
Value ($000) $1,194 Shares 27,815 Est. Cost $46.45 Unrealized
CCI CROWN CASTLE INTL CORP 0.3%
Value ($000) $1,188 Shares 7,054 Est. Cost $100.27 Unrealized +49.8%
CSX CSX CORP 0.3%
Value ($000) $1,182 Shares 40,687 Est. Cost $26.51 Unrealized +16.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,160 Shares 12,918 Est. Cost $50.53 Unrealized +78.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,157 Shares 4,688 Est. Cost $105.69 Unrealized +114.2%
ZTS ZOETIS INC 0.3%
Value ($000) $1,156 Shares 6,725 Est. Cost $134.12 Unrealized +24.3%
NGG NATIONAL GRID PLC 0.3%
Value ($000) $1,059 Shares 16,376 Est. Cost $61.63 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $1,055 Shares 24,958 Est. Cost $25.04 Unrealized +40.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,049 Shares 18,980 Est. Cost $35.87 Unrealized +85.4%
NOW SERVICENOW INC COM 0.3%
Value ($000) $1,048 Shares 2,203 Est. Cost $80.72 Unrealized +18.1%
ETN EATON CORP PLC 0.2%
Value ($000) $1,022 Shares 8,114 Est. Cost $68.30 Unrealized +94.1%
AMGN AMGEN INC 0.2%
Value ($000) $1,016 Shares 4,174 Est. Cost $163.94 Unrealized +33.3%
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $1,007 Shares 47,766 Est. Cost $31.61 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $991 Shares 16,034 Est. Cost $53.98 Unrealized +0.2%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $987 Shares 3,862 Est. Cost $123.68 Unrealized +79.7%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $974 Shares 22,840 Est. Cost $35.56 Unrealized +20.4%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $968 Shares 4,607 Est. Cost $137.16 Unrealized +47.6%
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $961 Shares 23,075 Est. Cost $44.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $938 Shares 3,437 Est. Cost $200.07 Unrealized +56.8%
ADSK AUTODESK INC 0.2%
Value ($000) $937 Shares 5,447 Est. Cost $228.45 Unrealized -15.8%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $906 Shares 6,974 Est. Cost $95.87 Unrealized +38.0%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $893 Shares 57,286 Est. Cost $21.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $891 Shares 11,571 Est. Cost $48.95 Unrealized +32.7%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $863 Shares 5,617 Est. Cost $78.49 Unrealized +92.4%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $832 Shares 6,158 Est. Cost $100.31 Unrealized +14.4%
WMT WALMART INC 0.2%
Value ($000) $808 Shares 6,642 Est. Cost $30.31 Unrealized +45.3%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $788 Shares 11,929 Est. Cost $33.75 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $779 Shares 9,527 Est. Cost $39.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $766 Shares 5,425 Est. Cost $96.17 Unrealized +22.2%
IT GARTNER INC 0.2%
Value ($000) $760 Shares 3,143 Est. Cost $135.69 Unrealized +96.1%
CM CDN IMPERIAL BK 0.2%
Value ($000) $757 Shares 15,604 Est. Cost $36.36 Unrealized +26.0%
GSK PLC 0.2%
Value ($000) $743 Shares 17,059 Est. Cost $41.33 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $741 Shares 1,101 Est. Cost $270.59 Unrealized +0.9%
ABNB AIRBNB INC 0.2%
Value ($000) $732 Shares 8,220 Est. Cost $154.08 Unrealized -15.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $726 Shares 17,386 Est. Cost $31.29 Unrealized +22.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $720 Shares 3,815 Est. Cost $135.59 Unrealized
CE CELANESE CORP 0.2%
Value ($000) $691 Shares 5,879 Est. Cost $84.65 Unrealized +59.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $663 Shares 1,221 Est. Cost $322.82 Unrealized +68.7%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value ($000) $662 Shares 6,903 Est. Cost $58.53 Unrealized +48.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $658 Shares 10,422 Est. Cost $36.24 Unrealized +80.9%
KR KROGER CO 0.2%
Value ($000) $651 Shares 13,753 Est. Cost $38.24 Unrealized +28.7%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $643 Shares 8,034 Est. Cost $60.59 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $633 Shares 3,471 Est. Cost $83.46 Unrealized +83.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $608 Shares 3,479 Est. Cost $82.22 Unrealized +118.4%
TOTAL S A 0.1%
Value ($000) $604 Shares 11,470 Est. Cost $51.48 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $601 Shares 5,058 Est. Cost $50.85 Unrealized +135.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $595 Shares 9,580 Est. Cost $41.12 Unrealized +39.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $585 Shares 8,377 Est. Cost $128.02 Unrealized -32.4%
ICE INTERCONTINENTALEXCHANGE GROUP 0.1%
Value ($000) $563 Shares 5,991 Est. Cost $55.70 Unrealized +82.7%
DHR DANAHER CORP 0.1%
Value ($000) $557 Shares 2,198 Est. Cost $129.82 Unrealized +74.3%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $552 Shares 5,952 Est. Cost $25.18 Unrealized +72.7%
WMB WILLIAMS COMPANIES INC 0.1%
Value ($000) $550 Shares 17,626 Est. Cost $24.07 Unrealized +21.3%
GIS GENERAL MILLS INC 0.1%
Value ($000) $542 Shares 7,184 Est. Cost $50.14 Unrealized +23.3%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $537 Shares 5,056 Est. Cost $49.24 Unrealized +115.1%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $531 Shares 16,896 Est. Cost $22.94 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $531 Shares 4,678 Est. Cost $71.42 Unrealized +51.8%
VOYA VOYA FINL INC 0.1%
Value ($000) $526 Shares 8,832 Est. Cost $38.83 Unrealized +53.8%
PPL PPL CORP 0.1%
Value ($000) $526 Shares 19,399 Est. Cost $22.44 Unrealized +12.7%
TFC TRUIST FINL CORP 0.1%
Value ($000) $514 Shares 10,828 Est. Cost $44.67 Unrealized -8.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $513 Shares 2,558 Est. Cost $304.69 Unrealized -23.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $509 Shares 5,300 Est. Cost $78.80 Unrealized +12.3%
DE DEERE & CO 0.1%
Value ($000) $490 Shares 1,637 Est. Cost $178.28 Unrealized +96.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $489 Shares 3,531 Est. Cost $82.85 Unrealized +90.2%
INTC INTEL CORP 0.1%
Value ($000) $487 Shares 13,022 Est. Cost $36.11 Unrealized +12.5%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $477 Shares 39,661 Est. Cost $9.60 Unrealized +16.6%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $467 Shares 5,133 Est. Cost $68.95 Unrealized +53.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $465 Shares 1,082 Est. Cost $257.14 Unrealized +54.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $456 Shares 2,892 Est. Cost $116.65 Unrealized +24.7%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $453 Shares 4,884 Est. Cost $58.72 Unrealized +46.3%
EXC EXELON CORP 0.1%
Value ($000) $448 Shares 9,895 Est. Cost $24.26 Unrealized +70.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $444 Shares 4,211 Est. Cost $139.39 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $426 Shares 2,614 Est. Cost $69.33 Unrealized +131.0%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $425 Shares 11,158 Est. Cost $20.25 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $419 Shares 1,590 Est. Cost $185.23 Unrealized +30.3%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $419 Shares 8,088 Est. Cost $35.72 Unrealized +29.2%
NFLX NETFLIX INC 0.1%
Value ($000) $411 Shares 2,348 Est. Cost $41.48 Unrealized -46.6%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $411 Shares 3,165 Est. Cost $127.89 Unrealized -5.4%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $410 Shares 11,953 Est. Cost $34.30 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $406 Shares 3,887 Est. Cost $49.35 Unrealized +159.1%
UNILEVER PLC 0.1%
Value ($000) $401 Shares 8,752 Est. Cost $55.70 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $397 Shares 5,187 Est. Cost $66.20 Unrealized +41.4%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $396 Shares 1,667 Est. Cost $139.76 Unrealized +81.7%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $384 Shares 1,621 Est. Cost $279.38 Unrealized +10.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $371 Shares 2,014 Est. Cost $341.86 Unrealized -25.3%
O REALTY INCOME CORP 0.1%
Value ($000) $366 Shares 5,359 Est. Cost $54.53 Unrealized +3.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $363 Shares 2,845 Est. Cost $87.05 Unrealized +43.5%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $363 Shares 5,168 Est. Cost $54.53 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $355 Shares 9,828 Est. Cost $48.23 Unrealized -17.1%
CLX CLOROX CO 0.1%
Value ($000) $350 Shares 2,485 Est. Cost $126.58 Unrealized 0.0%
SNY SANOFI 0.1%
Value ($000) $344 Shares 6,872 Est. Cost $42.96 Unrealized
MMM 3M CO 0.1%
Value ($000) $340 Shares 2,633 Est. Cost $107.67 Unrealized -2.3%
ORCL ORACLE CORP 0.1%
Value ($000) $331 Shares 4,737 Est. Cost $56.78 Unrealized +23.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $331 Shares 2,268 Est. Cost $103.20 Unrealized +43.1%
WFC WELLS FARGO & CO 0.1%
Value ($000) $328 Shares 8,370 Est. Cost $41.78 Unrealized -4.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $313 Shares 1,752 Est. Cost $189.46 Unrealized +4.1%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $312 Shares 979 Est. Cost $235.92 Unrealized +37.2%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $312 Shares 955 Est. Cost $215.71 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $311 Shares 6,753 Est. Cost $46.00 Unrealized -8.9%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $306 Shares 6,055 Est. Cost $53.74 Unrealized
INTU INTUIT 0.1%
Value ($000) $293 Shares 759 Est. Cost $373.60 Unrealized +8.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $290 Shares 7,652 Est. Cost $42.18 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $289 Shares 4,101 Est. Cost $47.29 Unrealized +46.8%
BP BP PLC 0.1%
Value ($000) $287 Shares 10,134 Est. Cost $25.00 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $280 Shares 3,125 Est. Cost $105.44 Unrealized -14.3%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $280 Shares 567 Est. Cost $59.72 Unrealized +48.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $279 Shares 827 Est. Cost $311.81 Unrealized +10.8%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $279 Shares 1,657 Est. Cost $145.60 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $278 Shares 2,193 Est. Cost $116.99 Unrealized +2.6%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $265 Shares 1,264 Est. Cost $161.44 Unrealized +29.3%
DEO DIAGEO PLC 0.1%
Value ($000) $261 Shares 1,501 Est. Cost $114.51 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $255 Shares 5,706 Est. Cost $78.95 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $254 Shares 1,242 Est. Cost $165.32 Unrealized +10.1%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $252 Shares 7,365 Est. Cost $28.56 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $252 Shares 592 Est. Cost $483.61 Unrealized
SYF SYNCHRONY FINL 0.1%
Value ($000) $251 Shares 9,099 Est. Cost $24.21 Unrealized +31.7%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $248 Shares 1,033 Est. Cost $245.38 Unrealized -10.0%
MSCI MSCI INC 0.1%
Value ($000) $246 Shares 598 Est. Cost $331.89 Unrealized +25.9%
DOCU DOCUSIGN INC 0.1%
Value ($000) $241 Shares 4,194 Est. Cost $103.18 Unrealized -21.5%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $232 Shares 2,985 Est. Cost $80.07 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $231 Shares 3,030 Est. Cost $67.94 Unrealized +3.6%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $229 Shares 1,356 Est. Cost $142.11 Unrealized +13.9%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $228 Shares 895 Est. Cost $235.20 Unrealized +1.4%
IR INGERSOLL RAND INC 0.1%
Value ($000) $226 Shares 5,363 Est. Cost $33.31 Unrealized +36.1%
BLACKROCK INC 0.1%
Value ($000) $225 Shares 370 Est. Cost $864.71 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $219 Shares 6,525 Est. Cost $26.21 Unrealized +32.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $218 Shares 937 Est. Cost $156.04 Unrealized +46.4%
ELV ELEVANCE HEALTH 0.1%
Value ($000) $214 Shares 443 Est. Cost $432.66 Unrealized +8.5%
EBAY EBAY INC 0.1%
Value ($000) $209 Shares 5,019 Est. Cost $56.87 Unrealized -20.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $201 Shares 3,158 Est. Cost $47.56 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $200 Shares 3,917 Est. Cost $55.04 Unrealized -2.9%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $198 Shares 13,523 Est. Cost $9.69 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.0%
Value ($000) $153 Shares 41,670 Est. Cost $3.45 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $104 Shares 11,427 Est. Cost $12.61 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $29 Shares 10,239 Est. Cost $3.39 Unrealized