TRUST CO OF TOLEDO NA /OH/ Diversified Active

CIK: 0001008937 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 8, 2021

Total Value ($000): $515,254 (100.0% shares, 0.0% debt)

Holdings (184)

VSGDX Vanguard Short-Term Federal-Adm 11.4%
Value ($000) $58,991 Shares 5,357,902 Est. Cost $10.77 Unrealized
AAPL Apple Inc 5.9%
Value ($000) $30,526 Shares 230,059 Est. Cost $84.97 Unrealized +37.7%
MSFT Microsoft Corp 5.7%
Value ($000) $29,378 Shares 132,086 Est. Cost $41.73 Unrealized +393.7%
NUSFX Northern Ultra-Short Fixed Income Fund 4.0%
Value ($000) $20,816 Shares 2,015,155 Est. Cost $10.20 Unrealized
FULIX Federated Ultra Short Term Bond-I 2.2%
Value ($000) $11,336 Shares 1,229,459 Est. Cost $9.16 Unrealized
PG Procter & Gamble Co 2.0%
Value ($000) $10,265 Shares 73,774 Est. Cost $62.59 Unrealized +96.8%
DIS Disney Walt Co 1.9%
Value ($000) $9,860 Shares 54,420 Est. Cost $70.81 Unrealized +98.0%
ABT Abbott Laboratories 1.8%
Value ($000) $9,244 Shares 84,433 Est. Cost $36.82 Unrealized +169.6%
JPM JP Morgan Chase & Co 1.8%
Value ($000) $9,199 Shares 72,393 Est. Cost $50.67 Unrealized +93.7%
AMZN Amazon.com Inc 1.7%
Value ($000) $8,674 Shares 2,663 Est. Cost $50.93 Unrealized +213.4%
DHR Danaher Corp 1.7%
Value ($000) $8,503 Shares 38,277 Est. Cost $41.83 Unrealized +368.5%
NEZYX Loomis Sayles Strategic Income Y 1.6%
Value ($000) $8,462 Shares 603,946 Est. Cost $15.43 Unrealized
NSC Norfolk Southern Corp 1.6%
Value ($000) $8,369 Shares 35,223 Est. Cost $78.50 Unrealized +160.8%
NKE Nike Inc-B 1.5%
Value ($000) $7,663 Shares 54,168 Est. Cost $44.54 Unrealized +176.6%
PEP PepsiCo Inc 1.4%
Value ($000) $7,230 Shares 48,757 Est. Cost $63.58 Unrealized +90.7%
QCOM Qualcomm Inc 1.4%
Value ($000) $7,204 Shares 47,290 Est. Cost $45.30 Unrealized +175.3%
WELL Welltower Inc 1.4%
Value ($000) $7,002 Shares 108,345 Est. Cost $44.46 Unrealized +19.0%
NEE NextEra Energy Inc 1.3%
Value ($000) $6,887 Shares 89,274 Est. Cost $53.32 Unrealized +23.1%
MCD McDonalds Corp 1.3%
Value ($000) $6,481 Shares 30,202 Est. Cost $84.12 Unrealized +129.7%
INTC Intel Corp 1.2%
Value ($000) $5,988 Shares 120,207 Est. Cost $24.17 Unrealized +82.1%
MCHP Microchip Technology Inc 1.1%
Value ($000) $5,862 Shares 42,448 Est. Cost $19.98 Unrealized +181.4%
ORCL Oracle Corporation 1.1%
Value ($000) $5,566 Shares 86,043 Est. Cost $29.58 Unrealized +87.6%
LOW Lowe's Companies Inc 1.1%
Value ($000) $5,478 Shares 34,128 Est. Cost $46.63 Unrealized +217.5%
KO Coca-Cola Co/The 1.1%
Value ($000) $5,416 Shares 98,746 Est. Cost $28.71 Unrealized +54.2%
ABBV AbbVie Inc 1.0%
Value ($000) $5,410 Shares 50,487 Est. Cost $32.57 Unrealized +142.4%
GOOGL Alphabet Inc-A 1.0%
Value ($000) $5,247 Shares 2,994 Est. Cost $40.21 Unrealized +107.7%
MRK Merck & Co Inc 1.0%
Value ($000) $5,092 Shares 62,253 Est. Cost $33.24 Unrealized +95.1%
JNJ Johnson & Johnson 1.0%
Value ($000) $5,014 Shares 31,861 Est. Cost $76.10 Unrealized +67.6%
LLY Lilly Eli & Co 0.9%
Value ($000) $4,755 Shares 28,166 Est. Cost $53.23 Unrealized +165.6%
CVX Chevron Corp 0.9%
Value ($000) $4,605 Shares 54,526 Est. Cost $71.81 Unrealized -9.5%
VZ Verizon Communications Inc 0.8%
Value ($000) $4,371 Shares 74,400 Est. Cost $29.18 Unrealized +50.7%
DE Deere & Company 0.8%
Value ($000) $4,203 Shares 15,623 Est. Cost $115.79 Unrealized +100.5%
CSCO Cisco Systems Inc 0.8%
Value ($000) $4,166 Shares 93,108 Est. Cost $20.14 Unrealized +75.1%
CRM Salesforce.com Inc 0.8%
Value ($000) $3,934 Shares 17,677 Est. Cost $146.17 Unrealized +64.4%
AMGN Amgen Inc 0.8%
Value ($000) $3,897 Shares 16,948 Est. Cost $144.95 Unrealized +35.4%
HON Honeywell International Inc 0.7%
Value ($000) $3,577 Shares 16,817 Est. Cost $95.82 Unrealized +70.9%
PFE Pfizer Inc 0.7%
Value ($000) $3,444 Shares 93,571 Est. Cost $19.88 Unrealized +44.1%
IJR iShares Core S&P Small-Cap ETF 0.7%
Value ($000) $3,393 Shares 36,925 Est. Cost $89.92 Unrealized
HD Home Depot Inc 0.6%
Value ($000) $3,210 Shares 12,085 Est. Cost $131.67 Unrealized +84.1%
Xilinx Inc 0.6%
Value ($000) $3,095 Shares 21,832 Est. Cost $79.06 Unrealized
UNP Union Pacific Corp 0.6%
Value ($000) $3,025 Shares 14,527 Est. Cost $118.91 Unrealized +49.7%
APD Air Products & Chemicals Inc 0.6%
Value ($000) $2,970 Shares 10,871 Est. Cost $81.35 Unrealized +204.3%
PANW Palo Alto Networks Inc 0.6%
Value ($000) $2,955 Shares 8,317 Est. Cost $30.14 Unrealized +55.0%
BAX Baxter International Inc 0.6%
Value ($000) $2,939 Shares 36,632 Est. Cost $33.74 Unrealized +110.5%
PRHYX T Rowe Price High Yield-Inv 0.6%
Value ($000) $2,888 Shares 434,929 Est. Cost $6.77 Unrealized
ADI Analog Devices Inc 0.6%
Value ($000) $2,864 Shares 19,390 Est. Cost $39.68 Unrealized +205.4%
AJG Arthur J Gallagher & Co 0.6%
Value ($000) $2,851 Shares 23,045 Est. Cost $36.93 Unrealized +191.7%
LMT Lockheed Martin Corp 0.5%
Value ($000) $2,818 Shares 7,940 Est. Cost $97.70 Unrealized +226.5%
T AT&T Inc 0.5%
Value ($000) $2,783 Shares 96,760 Est. Cost $13.35 Unrealized +15.2%
TGT Target Corp 0.5%
Value ($000) $2,746 Shares 15,557 Est. Cost $67.75 Unrealized +113.8%
UPS United Parcel Service-B 0.5%
Value ($000) $2,598 Shares 15,433 Est. Cost $65.50 Unrealized +109.0%
BMY Bristol Myers Squibb 0.5%
Value ($000) $2,585 Shares 41,667 Est. Cost $32.75 Unrealized +52.8%
AWK American Water Works Co Inc 0.5%
Value ($000) $2,522 Shares 16,433 Est. Cost $44.17 Unrealized +215.5%
GOOG Alphabet Inc-C 0.5%
Value ($000) $2,502 Shares 1,428 Est. Cost $41.44 Unrealized +102.1%
D Dominion Resources Inc/VA 0.5%
Value ($000) $2,466 Shares 32,796 Est. Cost $37.13 Unrealized +70.8%
XOM Exxon Mobil Corp 0.5%
Value ($000) $2,448 Shares 59,396 Est. Cost $53.13 Unrealized -42.9%
DLR Digital Realty Trust Inc 0.5%
Value ($000) $2,415 Shares 17,307 Est. Cost $53.76 Unrealized +122.2%
SBUX Starbucks Corp 0.5%
Value ($000) $2,407 Shares 22,506 Est. Cost $40.31 Unrealized +111.2%
CTSH Cognizant Tech Solutions Corp-A 0.5%
Value ($000) $2,359 Shares 28,787 Est. Cost $39.96 Unrealized +76.0%
WM Waste Management Inc 0.4%
Value ($000) $2,281 Shares 19,343 Est. Cost $37.17 Unrealized +189.1%
NVS ADR Novartis AG- II Sp 0.4%
Value ($000) $2,244 Shares 23,768 Est. Cost $77.14 Unrealized
CMCSA Comcast Corp-A 0.4%
Value ($000) $2,139 Shares 40,818 Est. Cost $36.69 Unrealized +13.6%
ICE IntercontinentalExchange Group Inc 0.4%
Value ($000) $2,115 Shares 18,346 Est. Cost $57.99 Unrealized +67.5%
ETN Eaton Corp PLC 0.4%
Value ($000) $2,091 Shares 17,403 Est. Cost $47.99 Unrealized +116.5%
MCK McKesson Corp 0.4%
Value ($000) $2,078 Shares 11,946 Est. Cost $121.03 Unrealized +33.4%
MMM 3M Company 0.4%
Value ($000) $2,074 Shares 11,863 Est. Cost $94.89 Unrealized +23.9%
DUK Duke Energy Corp 0.4%
Value ($000) $1,964 Shares 21,453 Est. Cost $48.57 Unrealized +55.8%
MCO Moody's Corp 0.4%
Value ($000) $1,959 Shares 6,750 Est. Cost $55.82 Unrealized +380.0%
KMB Kimberly-Clark Corp 0.4%
Value ($000) $1,955 Shares 14,504 Est. Cost $72.37 Unrealized +60.2%
TFC Truist Financial Corp 0.4%
Value ($000) $1,951 Shares 40,704 Est. Cost $39.16 Unrealized -8.9%
WY Weyerhaeuser Co 0.4%
Value ($000) $1,871 Shares 55,799 Est. Cost $18.88 Unrealized +29.7%
CVS CVS Health Corp 0.4%
Value ($000) $1,867 Shares 27,330 Est. Cost $57.04 Unrealized -3.2%
CME CME Group Inc 0.4%
Value ($000) $1,866 Shares 10,248 Est. Cost $64.07 Unrealized +116.1%
COST Costco Wholesale Corp 0.4%
Value ($000) $1,850 Shares 4,909 Est. Cost $218.72 Unrealized +58.8%
PRFIX Parnassus Fixed-Income Fund 0.4%
Value ($000) $1,846 Shares 102,470 Est. Cost $17.30 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $1,807 Shares 12,535 Est. Cost $22.50 Unrealized +101.1%
FITB Fifth Third Bancorp 0.3%
Value ($000) $1,801 Shares 65,324 Est. Cost $13.81 Unrealized +50.3%
CAT Caterpillar Inc 0.3%
Value ($000) $1,674 Shares 9,198 Est. Cost $94.59 Unrealized +62.8%
BA Boeing Co/The 0.3%
Value ($000) $1,602 Shares 7,484 Est. Cost $164.77 Unrealized +16.7%
MDT Medtronic PLC 0.3%
Value ($000) $1,508 Shares 12,874 Est. Cost $68.51 Unrealized +38.8%
JCI Johnson Controls Intl PLC 0.3%
Value ($000) $1,450 Shares 31,114 Est. Cost $33.03 Unrealized +21.6%
GIS General Mills Inc 0.3%
Value ($000) $1,429 Shares 24,309 Est. Cost $34.78 Unrealized +46.2%
EXC Exelon Corp 0.3%
Value ($000) $1,392 Shares 32,973 Est. Cost $21.18 Unrealized +16.2%
EG Everest Re Group Ltd 0.3%
Value ($000) $1,384 Shares 5,912 Est. Cost $99.45 Unrealized +100.8%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $1,373 Shares 7,795 Est. Cost $62.88 Unrealized +134.5%
PTTRX PIMCO Total Return Institutional Fund 0.2%
Value ($000) $1,241 Shares 117,114 Est. Cost $10.74 Unrealized
AOS Smith (AO) Corp 0.2%
Value ($000) $1,187 Shares 21,654 Est. Cost $28.35 Unrealized +77.4%
CARR Carrier Global Corp 0.2%
Value ($000) $1,187 Shares 31,455 Est. Cost $17.13 Unrealized +97.4%
IVV iShares S&P 500 Index ETF 0.2%
Value ($000) $1,163 Shares 3,099 Est. Cost $221.86 Unrealized
BRK/B Berkshire Hathaway Inc-B 0.2%
Value ($000) $1,131 Shares 4,878 Est. Cost $132.96 Unrealized +65.6%
MET Metlife Inc 0.2%
Value ($000) $1,111 Shares 23,659 Est. Cost $34.24 Unrealized +8.1%
GILD Gilead Sciences Inc 0.2%
Value ($000) $1,109 Shares 19,037 Est. Cost $42.67 Unrealized +15.7%
WFC Wells Fargo & Co 0.2%
Value ($000) $1,080 Shares 35,807 Est. Cost $35.30 Unrealized -34.7%
OTIS Otis Worldwide Corp 0.2%
Value ($000) $1,056 Shares 15,633 Est. Cost $47.48 Unrealized +26.5%
MA MasterCard Inc-A 0.2%
Value ($000) $1,019 Shares 2,855 Est. Cost $107.54 Unrealized +200.7%
CL Colgate-Palmolive Company 0.2%
Value ($000) $968 Shares 11,318 Est. Cost $59.65 Unrealized +23.1%
QQQ Invesco QQQ Trust Ser 1 ETF 0.2%
Value ($000) $955 Shares 3,044 Est. Cost $183.11 Unrealized
IBM Intl Business Machines Corp 0.2%
Value ($000) $953 Shares 7,568 Est. Cost $104.66 Unrealized -10.7%
SLB Schlumberger Ltd 0.2%
Value ($000) $949 Shares 43,463 Est. Cost $45.68 Unrealized -63.0%
DD DuPont de Nemours Inc 0.2%
Value ($000) $934 Shares 13,125 Est. Cost $26.92 Unrealized -11.9%
AXP American Express Co 0.2%
Value ($000) $931 Shares 7,700 Est. Cost $64.25 Unrealized +61.6%
FTV Fortive Corp 0.2%
Value ($000) $920 Shares 12,991 Est. Cost $30.92 Unrealized +62.7%
GD General Dynamics Corp 0.2%
Value ($000) $913 Shares 6,137 Est. Cost $139.47 Unrealized -6.3%
ADBE Adobe Systems Inc 0.2%
Value ($000) $913 Shares 1,825 Est. Cost $123.46 Unrealized +291.3%
ENB Enbridge Inc 0.2%
Value ($000) $877 Shares 27,412 Est. Cost $24.25 Unrealized -10.5%
KEY KeyCorp 0.2%
Value ($000) $869 Shares 52,952 Est. Cost $7.66 Unrealized +48.4%
MRSH Marsh & McLennan Co Inc 0.2%
Value ($000) $856 Shares 7,316 Est. Cost $73.14 Unrealized +43.9%
OMC Omnicom Group Inc 0.2%
Value ($000) $846 Shares 13,570 Est. Cost $56.57 Unrealized -15.9%
IJH iShares S&P Midcap 400 Index ETF 0.2%
Value ($000) $823 Shares 3,582 Est. Cost $149.15 Unrealized
CCI Crown Castle Intl Corp 0.2%
Value ($000) $817 Shares 5,134 Est. Cost $127.80 Unrealized 0.0%
NVDA Nvidia Corp 0.2%
Value ($000) $817 Shares 1,565 Est. Cost $7.48 Unrealized +78.4%
MS Morgan Stanley 0.2%
Value ($000) $810 Shares 11,823 Est. Cost $31.73 Unrealized +53.9%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $795 Shares 2,267 Est. Cost $108.40 Unrealized +184.3%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $759 Shares 4,925 Est. Cost $102.19 Unrealized +32.5%
TSLA Tesla Inc 0.1%
Value ($000) $727 Shares 1,030 Est. Cost $81.79 Unrealized +108.6%
BRK/A Berkshire Hathaway Inc-A 0.1%
Value ($000) $696 Shares 2 Est. Cost $169022.62 Unrealized +95.7%
ADR Royal Dutch Shell-A - II Sp 0.1%
Value ($000) $680 Shares 19,361 Est. Cost $58.83 Unrealized
XRAY Dentsply Sirona Inc 0.1%
Value ($000) $673 Shares 12,858 Est. Cost $58.93 Unrealized -16.3%
CINF Cincinnati Financial Corp 0.1%
Value ($000) $672 Shares 7,687 Est. Cost $37.64 Unrealized +86.2%
TXN Texas Instruments Inc 0.1%
Value ($000) $670 Shares 4,081 Est. Cost $52.57 Unrealized +156.1%
TJX TJX Companies Inc 0.1%
Value ($000) $640 Shares 9,378 Est. Cost $36.37 Unrealized +55.3%
AEP American Electric Power Co Inc 0.1%
Value ($000) $640 Shares 7,684 Est. Cost $41.92 Unrealized +71.8%
Lam Research Corp 0.1%
Value ($000) $638 Shares 1,350 Est. Cost $179.26 Unrealized
EMR Emerson Electric Company 0.1%
Value ($000) $626 Shares 7,794 Est. Cost $53.01 Unrealized +26.1%
RJF Raymond James Financial Inc 0.1%
Value ($000) $606 Shares 6,335 Est. Cost $45.70 Unrealized +16.2%
TRREX T Rowe Price Real Estate Fund 0.1%
Value ($000) $571 Shares 35,855 Est. Cost $21.58 Unrealized
CyrusOne Inc 0.1%
Value ($000) $568 Shares 7,761 Est. Cost $73.19 Unrealized
Blackrock Inc 0.1%
Value ($000) $561 Shares 778 Est. Cost $535.60 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $543 Shares 9,288 Est. Cost $36.80 Unrealized +36.2%
ALL Allstate Corp 0.1%
Value ($000) $535 Shares 4,869 Est. Cost $81.99 Unrealized +5.7%
TRV Travelers Cos Inc/The 0.1%
Value ($000) $528 Shares 3,761 Est. Cost $73.41 Unrealized +57.5%
DRI Darden Restaurants Inc 0.1%
Value ($000) $522 Shares 4,379 Est. Cost $33.44 Unrealized +173.4%
HSY Hershey Co/The 0.1%
Value ($000) $522 Shares 3,428 Est. Cost $65.69 Unrealized +99.4%
EMN Eastman Chemical Company 0.1%
Value ($000) $493 Shares 4,912 Est. Cost $60.32 Unrealized +28.4%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $491 Shares 1,862 Est. Cost $137.17 Unrealized +43.6%
WEC WEC Energy Group Inc 0.1%
Value ($000) $483 Shares 5,245 Est. Cost $35.37 Unrealized +132.0%
ACN Accenture PLC-A 0.1%
Value ($000) $482 Shares 1,845 Est. Cost $97.41 Unrealized +129.0%
SGOL Aberdeen Std Gold ETF 0.1%
Value ($000) $464 Shares 25,380 Est. Cost $14.92 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $449 Shares 2,203 Est. Cost $106.15 Unrealized +70.5%
DOV Dover Corp 0.1%
Value ($000) $437 Shares 3,464 Est. Cost $51.98 Unrealized +113.8%
SO Southern Co/The 0.1%
Value ($000) $426 Shares 6,933 Est. Cost $29.06 Unrealized +70.4%
META Facebook Inc-A 0.1%
Value ($000) $425 Shares 1,556 Est. Cost $178.70 Unrealized +52.3%
TROW T Rowe Price Group Inc 0.1%
Value ($000) $413 Shares 2,725 Est. Cost $61.24 Unrealized +86.7%
CSX CSX Corp 0.1%
Value ($000) $402 Shares 4,431 Est. Cost $11.08 Unrealized +142.0%
YUM Yum! Brands Inc 0.1%
Value ($000) $401 Shares 3,692 Est. Cost $38.97 Unrealized +138.0%
NFLX Netflix Inc 0.1%
Value ($000) $401 Shares 741 Est. Cost $35.38 Unrealized +43.3%
HCA HCA Healthcare Inc 0.1%
Value ($000) $400 Shares 2,434 Est. Cost $118.46 Unrealized +18.0%
USB US Bancorp 0.1%
Value ($000) $396 Shares 8,497 Est. Cost $25.25 Unrealized +34.1%
FNV Franco-Nevada Corp 0.1%
Value ($000) $382 Shares 3,050 Est. Cost $127.60 Unrealized +0.9%
PSX Phillips 66 0.1%
Value ($000) $373 Shares 5,338 Est. Cost $42.43 Unrealized +13.0%
DTE DTE Energy Co 0.1%
Value ($000) $358 Shares 2,947 Est. Cost $41.07 Unrealized +116.1%
SYY Sysco Corp 0.1%
Value ($000) $355 Shares 4,787 Est. Cost $60.02 Unrealized 0.0%
V Visa Inc-A 0.1%
Value ($000) $332 Shares 1,518 Est. Cost $161.74 Unrealized +21.9%
SYK Stryker Corp 0.1%
Value ($000) $324 Shares 1,324 Est. Cost $150.31 Unrealized +42.8%
COP ConocoPhillips Inc 0.1%
Value ($000) $323 Shares 8,080 Est. Cost $40.80 Unrealized -24.7%
ZTS Zoetis Inc 0.1%
Value ($000) $319 Shares 1,928 Est. Cost $155.43 Unrealized 0.0%
RYN Rayonier Inc 0.1%
Value ($000) $305 Shares 10,380 Est. Cost $53.27 Unrealized
WPM Wheaton Precious Metals Corp 0.1%
Value ($000) $301 Shares 7,200 Est. Cost $42.11 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $298 Shares 640 Est. Cost $330.32 Unrealized +40.0%
AMT American Tower Corp 0.1%
Value ($000) $295 Shares 1,313 Est. Cost $159.25 Unrealized +25.4%
CI Cigna Corp 0.1%
Value ($000) $293 Shares 1,408 Est. Cost $190.77 Unrealized -5.9%
PM Philip Morris International 0.1%
Value ($000) $285 Shares 3,441 Est. Cost $58.29 Unrealized +3.5%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $284 Shares 2,230 Est. Cost $109.91 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $282 Shares 1,243 Est. Cost $139.25 Unrealized +42.4%
KLAC KLA Corp 0.1%
Value ($000) $260 Shares 1,004 Est. Cost $220.47 Unrealized 0.0%
AZN ADR AstraZeneca PLC- II Sp 0.0%
Value ($000) $251 Shares 5,012 Est. Cost $50.08 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $245 Shares 803 Est. Cost $243.65 Unrealized +15.3%
AVGO Broadcom Inc 0.0%
Value ($000) $241 Shares 550 Est. Cost $29.64 Unrealized +17.5%
CM Canadian Imperial Bank of Commerce 0.0%
Value ($000) $238 Shares 2,790 Est. Cost $28.73 Unrealized +12.9%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $237 Shares 5,945 Est. Cost $82.32 Unrealized
EL Estee Lauder Companies Inc/The-A 0.0%
Value ($000) $227 Shares 854 Est. Cost $223.63 Unrealized 0.0%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $226 Shares 1,269 Est. Cost $176.80 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $215 Shares 2,313 Est. Cost $75.32 Unrealized 0.0%
CNI Canadian National Railway Co 0.0%
Value ($000) $215 Shares 1,961 Est. Cost $97.95 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $214 Shares 1,802 Est. Cost $106.93 Unrealized 0.0%
VWIAX Vanguard Wellesley Income-Adm 0.0%
Value ($000) $214 Shares 3,112 Est. Cost $65.39 Unrealized
VWEAX Vanguard High-Yield Corp-Adm 0.0%
Value ($000) $211 Shares 35,311 Est. Cost $5.90 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $203 Shares 618 Est. Cost $336.05 Unrealized -3.8%
General Electric Co 0.0%
Value ($000) $169 Shares 15,685 Est. Cost $9.90 Unrealized
GEG Great Elm Group Inc 0.0%
Value ($000) $43 Shares 15,000 Est. Cost $2.39 Unrealized 0.0%
Great Elm Capital Corp 0.0%
Value ($000) $41 Shares 11,427 Est. Cost $8.94 Unrealized
Cohen & Steers Quality Income Realty Fund Inc 0.0%
Value ($000) $0 Shares 30,000 Est. Cost Unrealized
RMR Real Estate Inc Fd Pacific fractional shs 0.0%
Value ($000) $0 Shares 52,500 Est. Cost Unrealized
Rayonier Fractional share 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized