Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 28, 2022

Total Value ($000): $403,556 (100.0% shares, 0.0% debt)

Holdings (206)

IJH ISHARES CORE S&P MID-CAP (MKT) 7.7%
Value ($000) $31,268 Shares 142,607 Est. Cost $199.06 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.5%
Value ($000) $30,209 Shares 346,482 Est. Cost $83.80 Unrealized
AAPL APPLE INC 6.7%
Value ($000) $27,069 Shares 195,865 Est. Cost $119.38 Unrealized +29.2%
VOO VANGUARD S&P 500 ETF 6.3%
Value ($000) $25,247 Shares 76,903 Est. Cost $283.05 Unrealized
IEFA ISHARES CORE MSCI EAFE 2.7%
Value ($000) $10,863 Shares 206,245 Est. Cost $60.69 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.3%
Value ($000) $9,392 Shares 26,187 Est. Cost $302.03 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.1%
Value ($000) $8,529 Shares 198,455 Est. Cost $50.92 Unrealized
SPY SPDR S&P 500 (MKT) 1.9%
Value ($000) $7,803 Shares 21,846 Est. Cost $275.92 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,388 Shares 31,722 Est. Cost $110.37 Unrealized +132.7%
MDY SPDR S&P MIDCAP 400 (MKT) 1.8%
Value ($000) $7,287 Shares 18,143 Est. Cost $295.38 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 1.8%
Value ($000) $7,218 Shares 70,362 Est. Cost $113.75 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $6,517 Shares 57,669 Est. Cost $123.22 Unrealized +2.6%
LMBS FIRST TRUST LOW 1.6%
Value ($000) $6,513 Shares 137,551 Est. Cost $51.04 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $6,341 Shares 72,629 Est. Cost $51.16 Unrealized +59.0%
VTV VANGUARD VALUE INDEX 1.4%
Value ($000) $5,538 Shares 44,853 Est. Cost $108.62 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.3%
Value ($000) $5,192 Shares 69,904 Est. Cost $81.31 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.2%
Value ($000) $4,866 Shares 61,180 Est. Cost $58.56 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.1%
Value ($000) $4,541 Shares 56,641 Est. Cost $89.08 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.0%
Value ($000) $4,134 Shares 19,649 Est. Cost $130.24 Unrealized
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,007 Shares 7,934 Est. Cost $215.24 Unrealized +130.0%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $3,890 Shares 54,540 Est. Cost $84.71 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.9%
Value ($000) $3,803 Shares 67,909 Est. Cost $68.05 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $3,793 Shares 39,654 Est. Cost $106.93 Unrealized +2.9%
VO VANGUARD MID-CAP ETF (MKT) 0.9%
Value ($000) $3,582 Shares 19,057 Est. Cost $167.39 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $3,492 Shares 36,316 Est. Cost $108.79 Unrealized +1.9%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $3,421 Shares 35,352 Est. Cost $68.70 Unrealized +45.6%
VB VANGUARD SMALL CAP ETF (MKT) 0.8%
Value ($000) $3,287 Shares 19,235 Est. Cost $151.96 Unrealized
SUB ISHARES ST NATIONAL AMTFREE 0.8%
Value ($000) $3,055 Shares 29,759 Est. Cost $107.14 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,878 Shares 17,622 Est. Cost $121.09 Unrealized +26.3%
V VISA INC 0.7%
Value ($000) $2,797 Shares 15,746 Est. Cost $130.01 Unrealized +52.6%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,729 Shares 18,994 Est. Cost $69.28 Unrealized +91.7%
ABBV ABBVIE INC SR NT 0.7%
Value ($000) $2,641 Shares 19,681 Est. Cost $55.00 Unrealized +131.1%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $2,629 Shares 25,156 Est. Cost $80.38 Unrealized +31.4%
MRK MERCK & CO INC 0.6%
Value ($000) $2,611 Shares 30,320 Est. Cost $46.94 Unrealized +71.3%
HD HOME DEPOT INC 0.6%
Value ($000) $2,560 Shares 9,277 Est. Cost $158.15 Unrealized +71.1%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $2,555 Shares 84,591 Est. Cost $26.41 Unrealized +15.8%
LLY ELI LILLY & CO 0.6%
Value ($000) $2,360 Shares 7,299 Est. Cost $95.40 Unrealized +222.9%
EEM ISHARES MSCI EMERGING MARKETS 0.6%
Value ($000) $2,291 Shares 65,687 Est. Cost $44.74 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $2,257 Shares 8,772 Est. Cost $168.62 Unrealized +62.9%
PFE PFIZER INC 0.6%
Value ($000) $2,251 Shares 51,439 Est. Cost $25.20 Unrealized +60.4%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $2,248 Shares 28,667 Est. Cost $61.33 Unrealized +25.8%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,188 Shares 17,324 Est. Cost $70.12 Unrealized +86.2%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.5%
Value ($000) $2,180 Shares 59,947 Est. Cost $43.90 Unrealized
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $2,019 Shares 7,338 Est. Cost $230.88 Unrealized +63.9%
VDE VANGUARD ENERGY ETF (MKT) 0.5%
Value ($000) $2,015 Shares 19,832 Est. Cost $76.11 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1,947 Shares 14,350 Est. Cost $178.51 Unrealized -9.8%
AGG ISHARES CORE TOTAL US BOND 0.5%
Value ($000) $1,931 Shares 20,046 Est. Cost $113.37 Unrealized
MA MASTERCARD INC 0.5%
Value ($000) $1,847 Shares 6,494 Est. Cost $262.77 Unrealized +23.7%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $1,838 Shares 22,136 Est. Cost $59.87 Unrealized +35.2%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $1,816 Shares 3,846 Est. Cost $221.85 Unrealized +124.5%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $1,799 Shares 9,956 Est. Cost $122.99 Unrealized +47.7%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,781 Shares 13,095 Est. Cost $126.89 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,699 Shares 10,409 Est. Cost $89.73 Unrealized +72.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,686 Shares 44,402 Est. Cost $31.54 Unrealized +13.4%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.4%
Value ($000) $1,626 Shares 26,155 Est. Cost $79.72 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,558 Shares 16,754 Est. Cost $61.86 Unrealized +52.0%
CRM SALESFORCE 0.4%
Value ($000) $1,530 Shares 10,638 Est. Cost $152.73 Unrealized +9.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,515 Shares 16,058 Est. Cost $130.41 Unrealized -19.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $1,484 Shares 10,346 Est. Cost $142.02 Unrealized
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,483 Shares 38,500 Est. Cost $31.17 Unrealized +24.1%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.4%
Value ($000) $1,438 Shares 11,811 Est. Cost $115.01 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,424 Shares 20,934 Est. Cost $36.35 Unrealized +84.2%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,420 Shares 47,500 Est. Cost $29.94 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,365 Shares 3,074 Est. Cost $21.21 Unrealized +126.7%
IWM ISHARES RUSSELL 2000 (MKT) 0.3%
Value ($000) $1,347 Shares 8,170 Est. Cost $145.53 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,342 Shares 18,637 Est. Cost $55.15 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,321 Shares 12,908 Est. Cost $50.53 Unrealized +74.5%
NKE NIKE INC 0.3%
Value ($000) $1,202 Shares 14,462 Est. Cost $69.60 Unrealized +45.9%
TSLA TESLA INC 0.3%
Value ($000) $1,194 Shares 4,503 Est. Cost $277.15 Unrealized +0.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,177 Shares 19,087 Est. Cost $54.27 Unrealized +2.8%
KO COCA COLA CO 0.3%
Value ($000) $1,172 Shares 20,920 Est. Cost $35.15 Unrealized +59.5%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,170 Shares 7,003 Est. Cost $100.57 Unrealized +61.2%
BTI BRITISH AMERICAN TOBACCO PLC 0.3%
Value ($000) $1,137 Shares 32,024 Est. Cost $45.01 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,116 Shares 16,150 Est. Cost $51.70 Unrealized +32.2%
NVDA NVIDIA CORP 0.3%
Value ($000) $1,093 Shares 9,003 Est. Cost $17.03 Unrealized -7.3%
ENB ENBRIDGE INC 0.3%
Value ($000) $1,085 Shares 29,250 Est. Cost $26.33 Unrealized +28.4%
CCI CROWN CASTLE INC 0.3%
Value ($000) $1,084 Shares 7,500 Est. Cost $102.79 Unrealized +38.7%
AMGN AMGEN INC 0.3%
Value ($000) $1,078 Shares 4,782 Est. Cost $170.80 Unrealized +27.6%
CSX CSX CORP 0.3%
Value ($000) $1,076 Shares 40,405 Est. Cost $26.51 Unrealized +11.7%
ETN EATON CORP PLC 0.3%
Value ($000) $1,058 Shares 7,935 Est. Cost $68.30 Unrealized +95.3%
T AT&T INC 0.3%
Value ($000) $1,055 Shares 68,802 Est. Cost $14.20 Unrealized +6.2%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $1,042 Shares 4,607 Est. Cost $137.16 Unrealized +59.7%
BCE BCE INC 0.3%
Value ($000) $1,034 Shares 24,646 Est. Cost $26.85 Unrealized +40.2%
ADSK AUTODESK INC 0.3%
Value ($000) $1,028 Shares 5,504 Est. Cost $228.17 Unrealized -11.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,023 Shares 4,433 Est. Cost $105.69 Unrealized +123.6%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,016 Shares 34,625 Est. Cost $38.11 Unrealized -11.6%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,010 Shares 6,974 Est. Cost $95.87 Unrealized +49.8%
ZTS ZOETIS INC 0.2%
Value ($000) $1,001 Shares 6,747 Est. Cost $134.12 Unrealized +20.4%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $968 Shares 24,207 Est. Cost $35.81 Unrealized +11.8%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $962 Shares 30,510 Est. Cost $32.62 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $952 Shares 18,995 Est. Cost $35.87 Unrealized +58.6%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $910 Shares 3,407 Est. Cost $200.07 Unrealized +42.2%
VGSH VANGUARD SHORT-TERM TREASURY 0.2%
Value ($000) $900 Shares 15,571 Est. Cost $57.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $882 Shares 12,415 Est. Cost $49.86 Unrealized +25.0%
ABNB AIRBNB INC 0.2%
Value ($000) $877 Shares 8,346 Est. Cost $153.42 Unrealized -27.8%
IT GARTNER INC 0.2%
Value ($000) $872 Shares 3,153 Est. Cost $135.69 Unrealized +106.6%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $869 Shares 5,617 Est. Cost $78.49 Unrealized +93.2%
WMT WALMART INC 0.2%
Value ($000) $861 Shares 6,642 Est. Cost $30.31 Unrealized +38.6%
NOW SERVICENOW INC COM 0.2%
Value ($000) $838 Shares 2,219 Est. Cost $80.72 Unrealized +11.6%
GLD SPDR GOLD SHARES (MKT) 0.2%
Value ($000) $832 Shares 5,377 Est. Cost $151.92 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $829 Shares 3,863 Est. Cost $123.68 Unrealized +85.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $799 Shares 7,097 Est. Cost $102.16 Unrealized +11.9%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $789 Shares 15,326 Est. Cost $61.63 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $785 Shares 21,508 Est. Cost $44.72 Unrealized
TOTAL S A 0.2%
Value ($000) $775 Shares 16,663 Est. Cost $49.93 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $750 Shares 8,711 Est. Cost $126.50 Unrealized -30.1%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $749 Shares 10,422 Est. Cost $36.24 Unrealized +82.7%
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $713 Shares 38,164 Est. Cost $31.61 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $707 Shares 62,394 Est. Cost $21.01 Unrealized
WMB WILLIAMS COMPANIES INC 0.2%
Value ($000) $686 Shares 23,944 Est. Cost $25.08 Unrealized +11.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $685 Shares 3,815 Est. Cost $135.59 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $653 Shares 3,479 Est. Cost $82.22 Unrealized +121.8%
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $649 Shares 9,469 Est. Cost $39.54 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $626 Shares 11,399 Est. Cost $33.75 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $625 Shares 14,347 Est. Cost $43.58 Unrealized -7.7%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $619 Shares 1,221 Est. Cost $322.82 Unrealized +71.7%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $615 Shares 5,058 Est. Cost $50.85 Unrealized +146.7%
CM CDN IMPERIAL BK 0.2%
Value ($000) $608 Shares 13,906 Est. Cost $36.36 Unrealized +14.3%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $608 Shares 8,034 Est. Cost $60.59 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $602 Shares 3,729 Est. Cost $88.79 Unrealized +80.8%
KR KROGER CO 0.1%
Value ($000) $602 Shares 13,753 Est. Cost $38.24 Unrealized +15.3%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $598 Shares 6,919 Est. Cost $58.53 Unrealized +48.8%
GIS GENERAL MILLS INC 0.1%
Value ($000) $590 Shares 7,702 Est. Cost $51.32 Unrealized +32.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $590 Shares 4,962 Est. Cost $96.17 Unrealized +20.2%
NFLX NETFLIX INC 0.1%
Value ($000) $583 Shares 2,477 Est. Cost $40.48 Unrealized -45.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $576 Shares 14,267 Est. Cost $31.29 Unrealized +5.7%
DHR DANAHER CORP 0.1%
Value ($000) $575 Shares 2,227 Est. Cost $131.26 Unrealized +83.4%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $572 Shares 43,390 Est. Cost $9.76 Unrealized +17.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $553 Shares 3,700 Est. Cost $122.18 Unrealized +16.2%
DE DEERE & CO 0.1%
Value ($000) $547 Shares 1,637 Est. Cost $178.28 Unrealized +83.2%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $540 Shares 5,050 Est. Cost $49.24 Unrealized +101.8%
ICE INTERCONTINENTALEXCHANGE GROUP 0.1%
Value ($000) $537 Shares 5,946 Est. Cost $55.70 Unrealized +72.0%
VOYA VOYA FINL INC 0.1%
Value ($000) $534 Shares 8,832 Est. Cost $38.83 Unrealized +46.6%
CE CELANESE CORP 0.1%
Value ($000) $531 Shares 5,879 Est. Cost $84.65 Unrealized +22.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $527 Shares 9,610 Est. Cost $41.12 Unrealized +37.7%
XLF FINANCIAL SELECT SECTOR SPDRR 0.1%
Value ($000) $513 Shares 16,896 Est. Cost $22.94 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $512 Shares 5,892 Est. Cost $25.18 Unrealized +83.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $497 Shares 4,678 Est. Cost $71.42 Unrealized +52.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $479 Shares 3,549 Est. Cost $82.85 Unrealized +75.0%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $469 Shares 4,914 Est. Cost $58.72 Unrealized +49.2%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $457 Shares 4,608 Est. Cost $121.82 Unrealized -10.9%
CLX CLOROX CO 0.1%
Value ($000) $456 Shares 3,554 Est. Cost $127.26 Unrealized +1.3%
PPL PPL CORP 0.1%
Value ($000) $452 Shares 17,812 Est. Cost $22.44 Unrealized +13.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $448 Shares 5,478 Est. Cost $78.96 Unrealized +6.2%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $448 Shares 2,614 Est. Cost $69.33 Unrealized +147.9%
CI CIGNA CORP 0.1%
Value ($000) $447 Shares 1,610 Est. Cost $186.22 Unrealized +42.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $447 Shares 2,384 Est. Cost $304.69 Unrealized -29.5%
IYE ISHARES US ENERGY (MKT) 0.1%
Value ($000) $439 Shares 11,158 Est. Cost $20.25 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $428 Shares 4,211 Est. Cost $139.39 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $424 Shares 5,170 Est. Cost $68.95 Unrealized +35.6%
UNILEVER PLC 0.1%
Value ($000) $424 Shares 9,676 Est. Cost $54.56 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $421 Shares 1,672 Est. Cost $139.76 Unrealized +79.4%
NUE NUCOR CORP 0.1%
Value ($000) $416 Shares 3,892 Est. Cost $49.35 Unrealized +141.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $409 Shares 1,060 Est. Cost $257.14 Unrealized +48.1%
PFF ISHARES US PREFERRED STOCK (MKT) 0.1%
Value ($000) $393 Shares 12,422 Est. Cost $31.64 Unrealized
AVDE AVANTIS INTL EQ ETF 0.1%
Value ($000) $386 Shares 8,469 Est. Cost $45.58 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $373 Shares 1,954 Est. Cost $341.86 Unrealized -42.1%
EXC EXELON CORP 0.1%
Value ($000) $370 Shares 9,865 Est. Cost $24.26 Unrealized +61.0%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $365 Shares 9,070 Est. Cost $36.34 Unrealized +14.1%
O REALTY INCOME CORP 0.1%
Value ($000) $362 Shares 6,210 Est. Cost $54.91 Unrealized +4.4%
USB US BANCORP DEL 0.1%
Value ($000) $350 Shares 8,674 Est. Cost $44.50 Unrealized -11.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $349 Shares 11,125 Est. Cost $38.81 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.1%
Value ($000) $348 Shares 102,516 Est. Cost $3.42 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $342 Shares 10,477 Est. Cost $28.71 Unrealized +1.2%
WFC WELLS FARGO & CO 0.1%
Value ($000) $337 Shares 8,370 Est. Cost $41.78 Unrealized -5.7%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $334 Shares 1,615 Est. Cost $279.38 Unrealized -7.9%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $331 Shares 5,000 Est. Cost $54.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $330 Shares 5,210 Est. Cost $66.20 Unrealized +28.6%
INTC INTEL CORP 0.1%
Value ($000) $322 Shares 12,512 Est. Cost $36.11 Unrealized -10.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $315 Shares 2,263 Est. Cost $103.20 Unrealized +44.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $312 Shares 2,765 Est. Cost $87.05 Unrealized +46.0%
LEN LENNAR CORP 0.1%
Value ($000) $306 Shares 4,101 Est. Cost $47.29 Unrealized +56.5%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $304 Shares 9,847 Est. Cost $48.23 Unrealized -27.7%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $298 Shares 6,055 Est. Cost $53.74 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $298 Shares 984 Est. Cost $235.92 Unrealized +41.8%
INTU INTUIT 0.1%
Value ($000) $297 Shares 766 Est. Cost $373.60 Unrealized +13.1%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $294 Shares 955 Est. Cost $215.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $292 Shares 4,787 Est. Cost $56.92 Unrealized +23.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $287 Shares 1,752 Est. Cost $189.46 Unrealized -9.1%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $283 Shares 1,264 Est. Cost $161.44 Unrealized +40.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $279 Shares 1,701 Est. Cost $77.64 Unrealized +11.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $274 Shares 2,203 Est. Cost $116.99 Unrealized -2.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $266 Shares 3,151 Est. Cost $68.34 Unrealized +14.7%
DEO DIAGEO PLC 0.1%
Value ($000) $265 Shares 1,560 Est. Cost $116.60 Unrealized
MMM 3M CO 0.1%
Value ($000) $263 Shares 2,376 Est. Cost $107.67 Unrealized -10.4%
SYF SYNCHRONY FINL 0.1%
Value ($000) $257 Shares 9,099 Est. Cost $24.21 Unrealized +23.3%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $254 Shares 3,052 Est. Cost $71.76 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $251 Shares 822 Est. Cost $311.81 Unrealized +11.5%
MSCI MSCI INC 0.1%
Value ($000) $248 Shares 589 Est. Cost $331.89 Unrealized +32.7%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $238 Shares 1,024 Est. Cost $245.38 Unrealized -7.7%
SNY SANOFI 0.1%
Value ($000) $234 Shares 6,158 Est. Cost $42.96 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $232 Shares 5,363 Est. Cost $33.31 Unrealized +40.9%
DOCU DOCUSIGN INC 0.1%
Value ($000) $229 Shares 4,278 Est. Cost $102.39 Unrealized -38.8%
CME CME GROUP INC 0.1%
Value ($000) $222 Shares 1,256 Est. Cost $165.37 Unrealized +3.1%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $222 Shares 2,985 Est. Cost $80.07 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $220 Shares 2,730 Est. Cost $105.44 Unrealized -23.4%
LAM RESEARCH CORP 0.1%
Value ($000) $218 Shares 595 Est. Cost $483.61 Unrealized
AVEM AVANTIS EMG MARKETS EQ ETF 0.1%
Value ($000) $218 Shares 4,758 Est. Cost $45.82 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $215 Shares 937 Est. Cost $156.04 Unrealized +47.1%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $206 Shares 1,344 Est. Cost $142.11 Unrealized +7.1%
ELV ELEVANCE HEALTH 0.1%
Value ($000) $205 Shares 451 Est. Cost $433.06 Unrealized +5.1%
BLACKROCK INC 0.1%
Value ($000) $204 Shares 370 Est. Cost $864.71 Unrealized
BP BP PLC 0.1%
Value ($000) $204 Shares 7,156 Est. Cost $25.00 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $202 Shares 2,035 Est. Cost $86.91 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $190 Shares 13,523 Est. Cost $9.69 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value ($000) $24 Shares 10,239 Est. Cost $3.39 Unrealized