CAPE COD FIVE CENTS SAVINGS BANK Diversified Active

CIK: 0001054646 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $919,104 (100.0% shares, 0.0% debt)

Holdings (178)

IVV CORE S&P500 ETF 9.0%
Value ($000) $82,304 Shares 206,888 Est. Cost $206.36 Unrealized
IJH CORE S&P MCP ETF 6.5%
Value ($000) $59,867 Shares 230,011 Est. Cost $135.76 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 5.4%
Value ($000) $49,874 Shares 536,113 Est. Cost $86.50 Unrealized
SPTS SPDR SER TR 5.3%
Value ($000) $48,333 Shares 1,576,401 Est. Cost $30.00 Unrealized
IEFA CORE MSCI EAFE 4.8%
Value ($000) $44,328 Shares 615,236 Est. Cost $56.91 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $26,664 Shares 218,288 Est. Cost $83.08 Unrealized +50.5%
MSFT MICROSOFT CORP 2.7%
Value ($000) $24,863 Shares 105,455 Est. Cost $27.42 Unrealized +712.9%
GLTR ABERDEEN STD PRECIOUS METALS 2.5%
Value ($000) $23,363 Shares 252,113 Est. Cost $94.20 Unrealized
IJR CORE S&P SCP ETF 2.2%
Value ($000) $20,001 Shares 184,290 Est. Cost $89.90 Unrealized
USHY BROAD USD HIGH 2.2%
Value ($000) $19,830 Shares 481,426 Est. Cost $40.24 Unrealized
FLOT FLTG RATE NT ETF 2.1%
Value ($000) $19,390 Shares 381,840 Est. Cost $50.84 Unrealized
IEMG CORE MSCI EMKT 2.0%
Value ($000) $18,067 Shares 280,724 Est. Cost $47.10 Unrealized
VWOB VANGUARD WHITEHALL FDS 2.0%
Value ($000) $17,993 Shares 232,166 Est. Cost $79.41 Unrealized
SCHP SCHWAB STRATEGIC TR 1.8%
Value ($000) $16,176 Shares 264,485 Est. Cost $61.68 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $14,344 Shares 87,274 Est. Cost $64.87 Unrealized +117.0%
GOOG ALPHABET INC 1.4%
Value ($000) $13,231 Shares 6,396 Est. Cost $36.19 Unrealized +172.1%
HD HOME DEPOT INC 1.4%
Value ($000) $13,155 Shares 43,098 Est. Cost $86.15 Unrealized +183.7%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $12,858 Shares 84,462 Est. Cost $39.79 Unrealized +219.8%
VEA VANGUARD TAX-MANAGED INTL FD 1.3%
Value ($000) $12,136 Shares 247,115 Est. Cost $34.56 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $11,228 Shares 23,619 Est. Cost $90.54 Unrealized +416.3%
SYK STRYKER CORPORATION 1.0%
Value ($000) $9,118 Shares 37,432 Est. Cost $71.65 Unrealized +217.9%
V VISA INC 1.0%
Value ($000) $9,023 Shares 42,614 Est. Cost $88.80 Unrealized +128.8%
MCD MCDONALDS CORP 1.0%
Value ($000) $8,772 Shares 39,135 Est. Cost $89.15 Unrealized +114.5%
PEP PEPSICO INC 0.9%
Value ($000) $8,709 Shares 61,567 Est. Cost $66.88 Unrealized +76.3%
AMGN AMGEN INC 0.9%
Value ($000) $8,612 Shares 34,615 Est. Cost $87.23 Unrealized +134.7%
MMM 3M CO 0.9%
Value ($000) $8,454 Shares 43,875 Est. Cost $67.84 Unrealized +84.4%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $8,168 Shares 108,028 Est. Cost $52.87 Unrealized +30.2%
CHD CHURCH & DWIGHT INC 0.9%
Value ($000) $7,900 Shares 90,439 Est. Cost $35.31 Unrealized +123.1%
IWM RUSSELL 2000 ETF 0.8%
Value ($000) $7,758 Shares 35,113 Est. Cost $100.51 Unrealized
USB US BANCORP DEL 0.8%
Value ($000) $7,294 Shares 131,871 Est. Cost $26.31 Unrealized +53.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $6,949 Shares 124,470 Est. Cost $52.20 Unrealized -17.0%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $6,623 Shares 35,138 Est. Cost $78.50 Unrealized +99.6%
TTC TORO CO 0.7%
Value ($000) $6,602 Shares 64,015 Est. Cost $36.67 Unrealized +172.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $6,422 Shares 110,433 Est. Cost $29.75 Unrealized +42.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $6,406 Shares 47,305 Est. Cost $56.38 Unrealized +105.2%
ECL ECOLAB INC 0.7%
Value ($000) $6,360 Shares 29,709 Est. Cost $80.26 Unrealized +151.1%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $6,133 Shares 17,380 Est. Cost $96.34 Unrealized +231.7%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,881 Shares 15,806 Est. Cost $149.56 Unrealized +113.7%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $5,691 Shares 105,166 Est. Cost $29.28 Unrealized +57.6%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $5,659 Shares 25,543 Est. Cost $51.56 Unrealized +258.7%
UNP UNION PAC CORP 0.6%
Value ($000) $5,519 Shares 25,042 Est. Cost $112.09 Unrealized +67.8%
RMD RESMED INC 0.6%
Value ($000) $5,480 Shares 28,243 Est. Cost $47.19 Unrealized +307.6%
SBUX 1STARBUCKS CORP 0.6%
Value ($000) $5,422 Shares 49,616 Est. Cost $49.71 Unrealized +89.1%
INTC INTEL CORP 0.6%
Value ($000) $5,317 Shares 83,077 Est. Cost $22.50 Unrealized +140.4%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $5,307 Shares 19,211 Est. Cost $66.05 Unrealized +265.4%
CVX 1CHEVRON CORP NEW 0.6%
Value ($000) $5,173 Shares 49,365 Est. Cost $73.59 Unrealized +8.1%
NSC NORFOLK SOUTHN CORP 0.6%
Value ($000) $5,056 Shares 18,829 Est. Cost $60.46 Unrealized +278.5%
TFC TRUIST FINL CORP 0.5%
Value ($000) $4,872 Shares 83,542 Est. Cost $39.98 Unrealized +9.0%
NKE NIKE INC 0.5%
Value ($000) $4,774 Shares 35,920 Est. Cost $42.54 Unrealized +204.6%
TROW PRICE T ROWE GROUP INC 0.5%
Value ($000) $4,733 Shares 27,577 Est. Cost $66.36 Unrealized +98.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $4,703 Shares 9,880 Est. Cost $256.66 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $4,670 Shares 39,485 Est. Cost $19.13 Unrealized
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $4,668 Shares 50,198 Est. Cost $78.74 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $4,614 Shares 34,794 Est. Cost $57.23 Unrealized +126.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $4,609 Shares 13,077 Est. Cost $87.38 Unrealized +277.4%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $4,172 Shares 34,252 Est. Cost $91.31 Unrealized +17.2%
RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $3,857 Shares 49,909 Est. Cost $77.28 Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $3,846 Shares 21,719 Est. Cost $12.51 Unrealized +135.4%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,753 Shares 56,735 Est. Cost $47.23 Unrealized +31.9%
ABT ABBOTT LABS 0.4%
Value ($000) $3,551 Shares 29,630 Est. Cost $29.91 Unrealized +263.1%
MNST MONSTER BEVERAGE CORP NEW 0.4%
Value ($000) $3,518 Shares 38,624 Est. Cost $25.75 Unrealized +74.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,510 Shares 67,430 Est. Cost $35.95 Unrealized
EFA MSCI EAFE ETF 0.4%
Value ($000) $3,394 Shares 44,732 Est. Cost $59.18 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $3,376 Shares 18,292 Est. Cost $83.71 Unrealized +115.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,272 Shares 12,806 Est. Cost $112.06 Unrealized +116.7%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $3,271 Shares 9,186 Est. Cost $80.70 Unrealized +320.8%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $3,257 Shares 34,810 Est. Cost $39.64 Unrealized +86.9%
CERNER CORP 0.3%
Value ($000) $3,195 Shares 44,445 Est. Cost $68.09 Unrealized
INTU INTUIT 0.3%
Value ($000) $2,928 Shares 7,645 Est. Cost $220.38 Unrealized +69.6%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,892 Shares 5,416 Est. Cost $9.47 Unrealized +41.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,866 Shares 11,987 Est. Cost $183.68 Unrealized +4.7%
KBE SPDR SER TR 0.3%
Value ($000) $2,841 Shares 54,770 Est. Cost $41.81 Unrealized
FISV FISERV INC 0.3%
Value ($000) $2,718 Shares 22,829 Est. Cost $108.48 Unrealized +5.8%
HYG IBOXX HI YD ETF 0.3%
Value ($000) $2,622 Shares 30,079 Est. Cost $86.89 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2,595 Shares 6,547 Est. Cost $200.29 Unrealized
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,543 Shares 10,306 Est. Cost $169.44 Unrealized +11.1%
HSY HERSHEY CO 0.3%
Value ($000) $2,412 Shares 15,253 Est. Cost $120.07 Unrealized +11.7%
CHE CHEMED CORP NEW 0.2%
Value ($000) $2,290 Shares 4,980 Est. Cost $235.25 Unrealized +105.0%
DISCOVERY INC 0.2%
Value ($000) $2,271 Shares 52,239 Est. Cost $27.37 Unrealized
PKG PACKAGING CORP AMER 0.2%
Value ($000) $2,244 Shares 16,690 Est. Cost $77.41 Unrealized +51.9%
TGT TARGET CORP 0.2%
Value ($000) $2,217 Shares 11,195 Est. Cost $48.38 Unrealized +237.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $2,203 Shares 15,780 Est. Cost $105.75 Unrealized +7.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,121 Shares 43,224 Est. Cost $39.33 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,114 Shares 11,186 Est. Cost $64.01 Unrealized +136.5%
BA BOEING CO 0.2%
Value ($000) $2,108 Shares 8,277 Est. Cost $151.57 Unrealized +46.6%
ABBV ABBVIE INC 0.2%
Value ($000) $2,048 Shares 18,921 Est. Cost $27.67 Unrealized +221.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,863 Shares 602 Est. Cost $46.33 Unrealized +242.2%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,840 Shares 27,895 Est. Cost $31.03 Unrealized 0.0%
JNK SPDR SER TR 0.2%
Value ($000) $1,804 Shares 16,577 Est. Cost $108.94 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,780 Shares 12,586 Est. Cost $65.06 Unrealized +91.1%
TXT TEXTRON INC 0.2%
Value ($000) $1,738 Shares 31,000 Est. Cost $63.87 Unrealized -21.1%
MRK MERCK & CO. INC 0.2%
Value ($000) $1,714 Shares 22,223 Est. Cost $31.31 Unrealized +101.4%
T AT&T INC 0.2%
Value ($000) $1,524 Shares 50,355 Est. Cost $12.66 Unrealized +27.5%
PFE PFIZER INC 0.2%
Value ($000) $1,522 Shares 42,025 Est. Cost $17.03 Unrealized +64.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,491 Shares 723 Est. Cost $38.40 Unrealized +155.1%
NTRS 1NORTHERN TR CORP 0.2%
Value ($000) $1,479 Shares 14,072 Est. Cost $46.33 Unrealized +82.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,389 Shares 3,814 Est. Cost $256.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,353 Shares 9,198 Est. Cost $71.55 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,304 Shares 25,221 Est. Cost $16.83 Unrealized +141.4%
IOO GLOBAL 100 ETF 0.1%
Value ($000) $1,280 Shares 19,400 Est. Cost $56.79 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $1,269 Shares 11,968 Est. Cost $74.10 Unrealized +19.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,234 Shares 5,687 Est. Cost $63.38 Unrealized +178.7%
VFC V F CORP 0.1%
Value ($000) $1,158 Shares 14,496 Est. Cost $49.80 Unrealized +63.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,072 Shares 81,635 Est. Cost $23.71 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $964 Shares 12,229 Est. Cost $46.16 Unrealized +51.6%
BP BP PLC 0.1%
Value ($000) $889 Shares 36,522 Est. Cost $26.43 Unrealized
USMV MSCI USA MIN VOL 0.1%
Value ($000) $843 Shares 12,191 Est. Cost $63.39 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $812 Shares 15,392 Est. Cost $28.03 Unrealized +54.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $777 Shares 3,200 Est. Cost $38.92 Unrealized +547.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $760 Shares 12,026 Est. Cost $30.92 Unrealized +65.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $752 Shares 3,241 Est. Cost $65.56 Unrealized +188.4%
LOW LOWES COS INC 0.1%
Value ($000) $751 Shares 3,951 Est. Cost $36.07 Unrealized +335.2%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $748 Shares 8,638 Est. Cost $37.37 Unrealized +88.0%
NVS NOVARTIS AG 0.1%
Value ($000) $698 Shares 8,161 Est. Cost $72.78 Unrealized
DE DEERE & CO 0.1%
Value ($000) $685 Shares 1,831 Est. Cost $81.42 Unrealized +277.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $642 Shares 6,525 Est. Cost $88.54 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $635 Shares 4,784 Est. Cost $130.04 Unrealized
IWR RUS MID CAP ETF 0.1%
Value ($000) $630 Shares 8,517 Est. Cost $67.76 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $624 Shares 9,565 Est. Cost $42.88 Unrealized +42.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $622 Shares 4,663 Est. Cost $113.25 Unrealized -13.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $614 Shares 2,730 Est. Cost $32.65 Unrealized +508.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $613 Shares 3,285 Est. Cost $51.76 Unrealized +259.5%
NUE NUCOR CORP 0.1%
Value ($000) $612 Shares 7,624 Est. Cost $33.53 Unrealized +67.3%
INVESCO QQQ TR 0.1%
Value ($000) $587 Shares 1,840 Est. Cost $319.02 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $558 Shares 8,974 Est. Cost $26.82 Unrealized +85.8%
SPDR SER TR 0.1%
Value ($000) $558 Shares 5,940 Est. Cost $48.43 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $529 Shares 9,987 Est. Cost $40.83 Unrealized +1.4%
EEM MSCI EMG MKT ETF 0.1%
Value ($000) $523 Shares 9,810 Est. Cost $37.07 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $509 Shares 6,242 Est. Cost $49.87 Unrealized +30.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $508 Shares 5,625 Est. Cost $45.34 Unrealized +71.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $494 Shares 23,025 Est. Cost $33.21 Unrealized -42.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $491 Shares 8,006 Est. Cost $34.10 Unrealized +43.5%
ORCL ORACLE CORP 0.1%
Value ($000) $466 Shares 6,642 Est. Cost $30.11 Unrealized +101.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $465 Shares 1,018 Est. Cost $192.50 Unrealized +144.7%
KMX CARMAX INC 0.1%
Value ($000) $464 Shares 3,500 Est. Cost $78.36 Unrealized +55.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $453 Shares 5,081 Est. Cost $62.47 Unrealized +28.4%
ISHARES GOLD TR 0.0%
Value ($000) $447 Shares 27,467 Est. Cost $18.13 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $439 Shares 5,648 Est. Cost $41.43 Unrealized +58.3%
DOV DOVER CORP 0.0%
Value ($000) $433 Shares 3,160 Est. Cost $66.22 Unrealized +80.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $420 Shares 3,656 Est. Cost $42.03 Unrealized +132.5%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $415 Shares 6,102 Est. Cost $51.82 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $411 Shares 3,079 Est. Cost $43.90 Unrealized +140.8%
STT STATE STR CORP 0.0%
Value ($000) $407 Shares 4,842 Est. Cost $45.77 Unrealized +44.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $401 Shares 3,125 Est. Cost $46.22 Unrealized +142.6%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $388 Shares 1,877 Est. Cost $144.70 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $380 Shares 2,375 Est. Cost $72.04 Unrealized +106.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $362 Shares 4,077 Est. Cost $51.71 Unrealized +29.2%
EMB JPMORGAN USD EMG 0.0%
Value ($000) $362 Shares 3,327 Est. Cost $115.74 Unrealized
UNILEVER PLC 0.0%
Value ($000) $361 Shares 6,473 Est. Cost $60.40 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $348 Shares 8,985 Est. Cost $17.53 Unrealized +74.8%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $332 Shares 8,448 Est. Cost $61.62 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $328 Shares 6,421 Est. Cost $20.15 Unrealized +50.9%
USIG USD INV GRDE ETF 0.0%
Value ($000) $317 Shares 5,364 Est. Cost $58.11 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $316 Shares 7,475 Est. Cost $17.13 Unrealized +112.7%
EBAY EBAY INC. 0.0%
Value ($000) $306 Shares 5,000 Est. Cost $38.43 Unrealized +38.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $298 Shares 5,100 Est. Cost $24.64 Unrealized +102.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $286 Shares 3,906 Est. Cost $67.54 Unrealized
SUSA MSCI USA ESG SLC 0.0%
Value ($000) $281 Shares 3,205 Est. Cost $84.54 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $281 Shares 3,750 Est. Cost $37.42 Unrealized +58.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $279 Shares 3,669 Est. Cost $40.50 Unrealized +44.4%
PPG PPG INDS INC 0.0%
Value ($000) $279 Shares 1,856 Est. Cost $86.36 Unrealized +50.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $274 Shares 4,986 Est. Cost $54.95 Unrealized
DOW DOW INC 0.0%
Value ($000) $271 Shares 4,234 Est. Cost $26.85 Unrealized +70.6%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $263 Shares 3,200 Est. Cost $82.19 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $256 Shares 5,730 Est. Cost $47.18 Unrealized -4.3%
META FACEBOOK INC 0.0%
Value ($000) $256 Shares 870 Est. Cost $256.10 Unrealized +4.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $255 Shares 3,028 Est. Cost $68.32 Unrealized +4.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $251 Shares 3,000 Est. Cost $71.07 Unrealized +19.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $239 Shares 5,000 Est. Cost $31.58 Unrealized +29.9%
SDY SPDR SER TR 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $71.59 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $235 Shares 3,444 Est. Cost $47.48 Unrealized +27.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $219 Shares 2,382 Est. Cost $91.94 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $216 Shares 1,434 Est. Cost $115.62 Unrealized +15.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $206 Shares 1,175 Est. Cost $138.54 Unrealized 0.0%
IWF RUS 1000 GRW ETF 0.0%
Value ($000) $201 Shares 825 Est. Cost $119.33 Unrealized
GLENCORE PLC 0.0%
Value ($000) $145 Shares 37,000 Est. Cost $3.92 Unrealized
OJSC OC ROSNEFT RUB 0.01 GDR 0.0%
Value ($000) $113 Shares 15,000 Est. Cost $7.53 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $3.10 Unrealized