LCNB CORP Diversified Active

CIK: 0001074902 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $254,336 (100.0% shares, 0.0% debt)

Holdings (174)

IEFA IShares Inc. TR Core MSCI EAFE ETF 6.0%
Value ($000) $15,280 Shares 217,203 Est. Cost $62.89 Unrealized
PG Procter & Gamble Co. 5.5%
Value ($000) $14,094 Shares 96,177 Est. Cost $105.40 Unrealized +33.4%
SCHG Schwab US Large Cap Growth ETF 4.4%
Value ($000) $11,183 Shares 134,796 Est. Cost $77.59 Unrealized
SCHV Schwab US Large Cap Value ETF 3.9%
Value ($000) $9,972 Shares 142,254 Est. Cost $60.17 Unrealized
MSFT Microsoft Corp. 3.9%
Value ($000) $9,954 Shares 26,471 Est. Cost $68.44 Unrealized +411.9%
LCNB LCNB Corp. 3.1%
Value ($000) $7,797 Shares 494,402 Est. Cost $13.42 Unrealized -3.2%
IEMG IShares Inc. Core MSCI Emerging Markets ETF 2.8%
Value ($000) $7,109 Shares 140,540 Est. Cost $47.97 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 2.8%
Value ($000) $7,067 Shares 44,784 Est. Cost $128.08 Unrealized
AAPL Apple Inc. 2.7%
Value ($000) $6,794 Shares 35,289 Est. Cost $148.64 Unrealized +23.0%
IWV IShares TR Russell 3000 ETF 2.5%
Value ($000) $6,338 Shares 23,153 Est. Cost $200.26 Unrealized
FTLS First Trust Long/Short Equity ETF 2.0%
Value ($000) $4,981 Shares 88,541 Est. Cost $51.36 Unrealized
SPY SPDR S&P 500 Trust ETF 2.0%
Value ($000) $4,980 Shares 10,478 Est. Cost $304.98 Unrealized
ITOT IShares TR Core S&P Total US Stock Market ETF 1.4%
Value ($000) $3,673 Shares 34,900 Est. Cost $71.52 Unrealized
GOOG Alphabet Inc. 1.3%
Value ($000) $3,415 Shares 24,232 Est. Cost $107.00 Unrealized +25.9%
EMB IShares JP Morgan Emerging Markets Bond ETF 1.3%
Value ($000) $3,375 Shares 37,896 Est. Cost $85.39 Unrealized
GOOGL Alphabet Inc. 1.3%
Value ($000) $3,367 Shares 24,106 Est. Cost $108.36 Unrealized +23.1%
AVGO Broadcom Ltd. 1.3%
Value ($000) $3,201 Shares 2,868 Est. Cost $30.05 Unrealized +206.9%
CVX Chevron Corporation 1.2%
Value ($000) $3,015 Shares 20,215 Est. Cost $91.60 Unrealized +50.4%
USB U.S. Bancorp 1.1%
Value ($000) $2,688 Shares 62,113 Est. Cost $36.12 Unrealized -8.4%
PEP Pepsico Inc. 1.0%
Value ($000) $2,624 Shares 15,450 Est. Cost $89.31 Unrealized +72.2%
CINF Cincinnati Financial Corp 1.0%
Value ($000) $2,619 Shares 25,310 Est. Cost $62.02 Unrealized +54.9%
TLT IShares 20 Year Treasury Bond ETF 1.0%
Value ($000) $2,509 Shares 25,373 Est. Cost $98.88 Unrealized
INDA IShares MSCI India ETF 1.0%
Value ($000) $2,484 Shares 50,890 Est. Cost $42.08 Unrealized
LOW Lowes Co Inc. 1.0%
Value ($000) $2,450 Shares 11,010 Est. Cost $79.32 Unrealized +145.5%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,328 Shares 14,854 Est. Cost $101.65 Unrealized +41.3%
AGG IShares Core US Aggregate Bond Fund 0.9%
Value ($000) $2,309 Shares 23,265 Est. Cost $98.27 Unrealized
XLK Technology Select Sector SPDR TR 0.9%
Value ($000) $2,308 Shares 11,990 Est. Cost $80.02 Unrealized
JPM JP Morgan Chase Co. 0.9%
Value ($000) $2,296 Shares 13,498 Est. Cost $79.84 Unrealized +81.5%
MRK Merck and Co Inc. 0.9%
Value ($000) $2,225 Shares 20,405 Est. Cost $60.07 Unrealized +61.2%
NVDA Nvidia Corp 0.8%
Value ($000) $2,132 Shares 4,306 Est. Cost $20.69 Unrealized +123.8%
AMGN Amgen Inc. 0.8%
Value ($000) $2,107 Shares 7,314 Est. Cost $159.18 Unrealized +60.3%
AMZN Amazon.com Inc 0.8%
Value ($000) $1,979 Shares 13,023 Est. Cost $124.77 Unrealized +12.3%
TJX TJX Companies Inc. 0.8%
Value ($000) $1,935 Shares 20,629 Est. Cost $45.74 Unrealized +90.8%
IJH IShares TR Core S&P Mid Cap ETF 0.8%
Value ($000) $1,934 Shares 6,977 Est. Cost $206.77 Unrealized
Lam Research Corp. 0.7%
Value ($000) $1,875 Shares 2,394 Est. Cost $225.71 Unrealized
IWR IShares TR Russell Mid Cap ETF 0.7%
Value ($000) $1,819 Shares 23,406 Est. Cost $91.62 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $1,757 Shares 15,960 Est. Cost $41.95 Unrealized +129.0%
DTD WisdomTree US Total Dividend Fund 0.7%
Value ($000) $1,716 Shares 26,246 Est. Cost $72.75 Unrealized
BRK/B Berkshire Hathaway Inc. 0.7%
Value ($000) $1,655 Shares 4,639 Est. Cost $200.00 Unrealized +75.5%
HSY Hershey Company 0.6%
Value ($000) $1,607 Shares 8,618 Est. Cost $79.47 Unrealized +123.6%
INTC Intel Corp. 0.6%
Value ($000) $1,591 Shares 31,657 Est. Cost $34.46 Unrealized +16.2%
MCD McDonalds Corp. 0.6%
Value ($000) $1,501 Shares 5,062 Est. Cost $119.41 Unrealized +116.6%
ETN Eaton Corp. 0.6%
Value ($000) $1,487 Shares 6,174 Est. Cost $60.57 Unrealized +255.9%
XOM Exxon Mobil Corp. 0.6%
Value ($000) $1,444 Shares 14,447 Est. Cost $63.85 Unrealized +52.8%
LLY Eli Lilly Co. 0.5%
Value ($000) $1,332 Shares 2,285 Est. Cost $150.23 Unrealized +282.8%
ACN Accenture PLC 0.5%
Value ($000) $1,331 Shares 3,792 Est. Cost $131.29 Unrealized +138.2%
DIS Disney Walt Co. 0.5%
Value ($000) $1,270 Shares 14,063 Est. Cost $107.37 Unrealized -19.7%
IJR IShares TR Core S&P Small Cap ETF 0.5%
Value ($000) $1,261 Shares 11,646 Est. Cost $87.04 Unrealized
LMT Lockheed Martin Corp. 0.5%
Value ($000) $1,259 Shares 2,778 Est. Cost $223.59 Unrealized +86.7%
GLD SPDR Gold TR 0.5%
Value ($000) $1,215 Shares 6,357 Est. Cost $167.11 Unrealized
ADP Automatic Data Processing 0.5%
Value ($000) $1,197 Shares 5,138 Est. Cost $91.98 Unrealized +141.4%
DUK Duke Energy Holding Corp. 0.5%
Value ($000) $1,154 Shares 11,893 Est. Cost $67.99 Unrealized +23.3%
NVS Novartis AG ADR 0.5%
Value ($000) $1,149 Shares 11,384 Est. Cost $76.13 Unrealized
ABBV Abbvie Inc. 0.4%
Value ($000) $1,127 Shares 7,273 Est. Cost $66.25 Unrealized +104.9%
NKE Nike Inc. 0.4%
Value ($000) $1,126 Shares 10,373 Est. Cost $51.82 Unrealized +98.7%
XLV Health Care Select Sector SPDR TR 0.4%
Value ($000) $1,109 Shares 8,130 Est. Cost $97.69 Unrealized
BA Boeing Co. 0.4%
Value ($000) $1,100 Shares 4,220 Est. Cost $180.09 Unrealized +18.8%
MA Mastercard Inc. 0.4%
Value ($000) $1,078 Shares 2,528 Est. Cost $171.08 Unrealized +132.1%
SBUX Starbucks Corp. 0.4%
Value ($000) $1,076 Shares 11,203 Est. Cost $51.57 Unrealized +78.8%
VGIT Vanguard Intermediate-Term Treasury 0.4%
Value ($000) $1,071 Shares 18,060 Est. Cost $61.03 Unrealized
TSLA Tesla Inc. 0.4%
Value ($000) $1,061 Shares 4,270 Est. Cost $242.14 Unrealized -1.9%
PFE Pfizer Inc. 0.4%
Value ($000) $1,030 Shares 35,780 Est. Cost $24.45 Unrealized +8.0%
IWM IShares TR Russell 2000 ETF 0.4%
Value ($000) $1,029 Shares 5,126 Est. Cost $178.59 Unrealized
SCHP Schwab Strategic US TIPS ETF 0.4%
Value ($000) $1,027 Shares 19,681 Est. Cost $50.49 Unrealized
IVV IShares Core S&P 500 ETF 0.4%
Value ($000) $1,012 Shares 2,119 Est. Cost $312.58 Unrealized
MDY SPDR S&P Mid Cap 400 ETF TR 0.4%
Value ($000) $997 Shares 1,965 Est. Cost $377.31 Unrealized
HON Honeywell International Inc. 0.4%
Value ($000) $986 Shares 4,702 Est. Cost $110.80 Unrealized +55.5%
HD Home Depot Inc. 0.4%
Value ($000) $953 Shares 2,749 Est. Cost $165.63 Unrealized +77.3%
BX Blackstone Inc. 0.4%
Value ($000) $942 Shares 7,199 Est. Cost $84.47 Unrealized +20.9%
UPS United Parcel Service Inc 0.4%
Value ($000) $921 Shares 5,857 Est. Cost $90.31 Unrealized +48.7%
EMR Emerson Electric Co. 0.4%
Value ($000) $907 Shares 9,319 Est. Cost $63.27 Unrealized +39.2%
KO Coca-Cola Company 0.4%
Value ($000) $896 Shares 15,206 Est. Cost $33.43 Unrealized +59.3%
FDX Fed Ex Corp. 0.3%
Value ($000) $877 Shares 3,465 Est. Cost $168.56 Unrealized +43.8%
CSCO Cisco Systems Inc. 0.3%
Value ($000) $866 Shares 17,132 Est. Cost $33.22 Unrealized +44.4%
KR Kroger Co. 0.3%
Value ($000) $864 Shares 18,908 Est. Cost $29.55 Unrealized +43.4%
DE Deere & Co. 0.3%
Value ($000) $859 Shares 2,149 Est. Cost $196.29 Unrealized +86.0%
WMT Walmart Inc. 0.3%
Value ($000) $816 Shares 5,175 Est. Cost $34.45 Unrealized +49.9%
MDLZ Mondelez International Inc 0.3%
Value ($000) $774 Shares 10,690 Est. Cost $49.68 Unrealized +29.4%
CB Chubb Ltd 0.3%
Value ($000) $754 Shares 3,336 Est. Cost $166.04 Unrealized +28.7%
LIN New Linde PLC 0.3%
Value ($000) $752 Shares 1,832 Est. Cost $323.64 Unrealized +18.5%
GPK Graphic Packaging Holding Company 0.3%
Value ($000) $742 Shares 30,111 Est. Cost $22.41 Unrealized 0.0%
GVI IShares Intermediate Government-Credit Bond ETF 0.3%
Value ($000) $733 Shares 7,000 Est. Cost $104.81 Unrealized
EFA IShares TR MSCI EAFE ETF 0.3%
Value ($000) $729 Shares 9,676 Est. Cost $67.92 Unrealized
QQQ Invesco QQQ Trust Series 0.3%
Value ($000) $724 Shares 1,767 Est. Cost $313.68 Unrealized
ITW Illinois Tool Works Inc. 0.3%
Value ($000) $722 Shares 2,756 Est. Cost $115.27 Unrealized +97.2%
PYPL PayPal Holdings Inc. 0.3%
Value ($000) $716 Shares 11,663 Est. Cost $86.28 Unrealized -33.8%
ADI Analog Devices Inc. 0.3%
Value ($000) $692 Shares 3,484 Est. Cost $86.64 Unrealized +98.8%
CAT Caterpillar Inc. 0.3%
Value ($000) $684 Shares 2,314 Est. Cost $100.05 Unrealized +151.1%
MDT Medtronic PLC 0.3%
Value ($000) $684 Shares 8,299 Est. Cost $76.97 Unrealized -7.2%
FITB Fifth Third Bancorp 0.3%
Value ($000) $658 Shares 19,077 Est. Cost $24.51 Unrealized +4.2%
TROW T Rowe Price Group Inc. 0.3%
Value ($000) $656 Shares 6,089 Est. Cost $72.86 Unrealized +23.1%
BDX Becton Dickinson and Co. 0.3%
Value ($000) $649 Shares 2,663 Est. Cost $231.74 Unrealized +2.1%
CTAS Cintas Corp. 0.3%
Value ($000) $638 Shares 1,059 Est. Cost $41.65 Unrealized +216.2%
CAH Cardinal Health Inc. 0.2%
Value ($000) $628 Shares 6,233 Est. Cost $47.45 Unrealized +101.7%
ORCL Oracle Corporation 0.2%
Value ($000) $599 Shares 5,683 Est. Cost $43.29 Unrealized +146.5%
RTX RTX Corporation 0.2%
Value ($000) $594 Shares 7,065 Est. Cost $59.35 Unrealized +27.4%
GIS General Mills Inc. 0.2%
Value ($000) $587 Shares 9,017 Est. Cost $46.03 Unrealized +29.3%
SHY IShares 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $587 Shares 7,151 Est. Cost $81.08 Unrealized
IBM International Business Machines Corp. 0.2%
Value ($000) $566 Shares 3,460 Est. Cost $104.93 Unrealized +34.9%
EMN Eastman Chemical Company 0.2%
Value ($000) $554 Shares 6,172 Est. Cost $71.77 Unrealized +1.9%
PRU Prudential Financial Inc. 0.2%
Value ($000) $549 Shares 5,289 Est. Cost $67.15 Unrealized +29.0%
NEE NextEra Energy Inc. 0.2%
Value ($000) $541 Shares 8,912 Est. Cost $58.37 Unrealized -8.4%
CHRW C H Robinson Worldwide Inc. 0.2%
Value ($000) $535 Shares 6,195 Est. Cost $63.45 Unrealized +25.2%
ENB Enbridge Inc. 0.2%
Value ($000) $509 Shares 14,141 Est. Cost $24.03 Unrealized +22.4%
GLW Corning Inc. 0.2%
Value ($000) $506 Shares 16,620 Est. Cost $29.51 Unrealized -8.1%
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $490 Shares 4,355 Est. Cost $98.76 Unrealized -7.9%
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $476 Shares 6,248 Est. Cost $74.46 Unrealized
USMV IShares Edge MSCI Min Vol USA ETF 0.2%
Value ($000) $460 Shares 5,900 Est. Cost $61.87 Unrealized
NSC Norfolk Southern Corp. 0.2%
Value ($000) $457 Shares 1,935 Est. Cost $127.22 Unrealized +57.3%
VZ Verizon Communications Inc. 0.2%
Value ($000) $447 Shares 11,853 Est. Cost $32.57 Unrealized -4.8%
SO Southern Co. 0.2%
Value ($000) $443 Shares 6,321 Est. Cost $34.99 Unrealized +82.2%
IYH IShares US Healthcare ETF 0.2%
Value ($000) $437 Shares 1,525 Est. Cost $281.92 Unrealized
VYM Vanguard High Dividend Yield Fund 0.2%
Value ($000) $425 Shares 3,811 Est. Cost $87.62 Unrealized
PSX Phillips 66 0.2%
Value ($000) $420 Shares 3,156 Est. Cost $79.43 Unrealized +39.8%
FFBC First Financial Bancorp 0.2%
Value ($000) $418 Shares 17,596 Est. Cost $16.68 Unrealized +14.3%
XLE Energy Select Sector SPDR TR 0.2%
Value ($000) $417 Shares 4,975 Est. Cost $87.27 Unrealized
DHR Danaher Corp. 0.2%
Value ($000) $412 Shares 1,781 Est. Cost $121.46 Unrealized +73.2%
SYY Sysco Corp. 0.2%
Value ($000) $404 Shares 5,524 Est. Cost $71.87 Unrealized -9.7%
CFR Cullen Frost Bankers Inc 0.2%
Value ($000) $401 Shares 3,700 Est. Cost $82.70 Unrealized +9.6%
SCHX Schwab US Large-Cap 0.2%
Value ($000) $397 Shares 7,042 Est. Cost $42.32 Unrealized
BAC Bank of America Corp. 0.2%
Value ($000) $396 Shares 11,751 Est. Cost $28.77 Unrealized -4.0%
MMM 3M Co. 0.2%
Value ($000) $393 Shares 3,596 Est. Cost $115.32 Unrealized -34.5%
VCLT Vanguard Long-Term Corporate Bond 0.2%
Value ($000) $389 Shares 4,854 Est. Cost $79.42 Unrealized
GD General Dynamics Corp. 0.1%
Value ($000) $381 Shares 1,467 Est. Cost $146.90 Unrealized +59.5%
TXN Texas Instruments Inc. 0.1%
Value ($000) $379 Shares 2,221 Est. Cost $98.97 Unrealized +47.0%
CMCSA Comcast Corp. 0.1%
Value ($000) $377 Shares 8,595 Est. Cost $36.21 Unrealized +10.7%
PNC PNC Financial Services Group Inc. 0.1%
Value ($000) $363 Shares 2,343 Est. Cost $109.23 Unrealized +9.8%
WELL Welltower Inc. 0.1%
Value ($000) $363 Shares 4,023 Est. Cost $63.76 Unrealized +30.2%
Interpublic Group of Companies 0.1%
Value ($000) $361 Shares 11,058 Est. Cost $33.30 Unrealized -17.1%
WHR Whirlpool Corp. 0.1%
Value ($000) $355 Shares 2,917 Est. Cost $163.59 Unrealized -28.8%
NXPI NXP Semiconductors 0.1%
Value ($000) $348 Shares 1,515 Est. Cost $170.80 Unrealized +13.4%
CI Cigna Group 0.1%
Value ($000) $343 Shares 1,147 Est. Cost $219.45 Unrealized +27.9%
Pioneer Natural Resources Co. 0.1%
Value ($000) $336 Shares 1,492 Est. Cost $240.73 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $335 Shares 1,107 Est. Cost $155.91 Unrealized
V Visa Inc 0.1%
Value ($000) $334 Shares 1,282 Est. Cost $151.52 Unrealized +60.2%
AXP American Express Co. 0.1%
Value ($000) $329 Shares 1,757 Est. Cost $127.97 Unrealized +22.7%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $327 Shares 1,193 Est. Cost $230.28 Unrealized +12.6%
CP Canadian Pacific Kansas City Limited 0.1%
Value ($000) $324 Shares 4,096 Est. Cost $77.51 Unrealized -6.9%
ITB IShares TR US Home Construction ETF 0.1%
Value ($000) $314 Shares 3,085 Est. Cost $70.29 Unrealized
Blackrock Inc. 0.1%
Value ($000) $311 Shares 383 Est. Cost $487.39 Unrealized
Juniper Networks Inc 0.1%
Value ($000) $308 Shares 10,450 Est. Cost $29.48 Unrealized
META Meta Platforms Inc 0.1%
Value ($000) $307 Shares 868 Est. Cost $323.40 Unrealized 0.0%
IVE IShares S&P 500 Value ETF 0.1%
Value ($000) $299 Shares 1,720 Est. Cost $128.87 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $299 Shares 5,819 Est. Cost $41.30 Unrealized +13.9%
MKC McCormick Co Inc. 0.1%
Value ($000) $298 Shares 4,350 Est. Cost $62.55 Unrealized -1.0%
AAAU Goldman Sachs Physical Gold ETF 0.1%
Value ($000) $297 Shares 14,523 Est. Cost $17.57 Unrealized
VTI Vanguard Total Stock Market Index 0.1%
Value ($000) $297 Shares 1,250 Est. Cost $179.20 Unrealized
BP BP PLC 0.1%
Value ($000) $292 Shares 8,257 Est. Cost $34.93 Unrealized
SYK Stryker Corp. 0.1%
Value ($000) $291 Shares 972 Est. Cost $180.40 Unrealized +52.4%
MPC Marathon Petroleum Corp. 0.1%
Value ($000) $282 Shares 1,903 Est. Cost $106.44 Unrealized +33.4%
DEO Diageo Plc Sponsored ADR 0.1%
Value ($000) $281 Shares 1,926 Est. Cost $115.77 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $279 Shares 1,065 Est. Cost $200.30 Unrealized
EOG EOG Resources Inc. 0.1%
Value ($000) $274 Shares 2,262 Est. Cost $106.00 Unrealized +9.0%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $271 Shares 5,649 Est. Cost $43.72 Unrealized
GWW Grainger W W Inc. 0.1%
Value ($000) $269 Shares 325 Est. Cost $548.52 Unrealized +37.9%
PII Polaris Inc 0.1%
Value ($000) $266 Shares 2,808 Est. Cost $102.86 Unrealized -10.9%
AMAT Applied Materials 0.1%
Value ($000) $266 Shares 1,640 Est. Cost $115.84 Unrealized +24.5%
COP Conocophillips 0.1%
Value ($000) $260 Shares 2,237 Est. Cost $91.36 Unrealized +20.1%
FISV Fiserv Inc. 0.1%
Value ($000) $256 Shares 1,930 Est. Cost $101.91 Unrealized +20.4%
CMI Cummins Inc. 0.1%
Value ($000) $256 Shares 1,067 Est. Cost $198.06 Unrealized +9.5%
BKNG Booking Holdings Inc. 0.1%
Value ($000) $255 Shares 72 Est. Cost $2394.16 Unrealized +28.1%
IBB IShares Biotechnology ETF 0.1%
Value ($000) $254 Shares 1,870 Est. Cost $121.93 Unrealized
UNH United Health Group Inc. 0.1%
Value ($000) $253 Shares 480 Est. Cost $463.12 Unrealized +10.4%
EEM IShares TR MSCI Emerging Markets ETF 0.1%
Value ($000) $247 Shares 6,143 Est. Cost $43.39 Unrealized
DVY IShares TR Select Dividend ETF 0.1%
Value ($000) $240 Shares 2,049 Est. Cost $98.01 Unrealized
TGT Target Corporation 0.1%
Value ($000) $236 Shares 1,659 Est. Cost $113.03 Unrealized 0.0%
VGSH Vanguard Short Term Treasury ETF 0.1%
Value ($000) $233 Shares 4,000 Est. Cost $59.25 Unrealized
SPYV SPDR S&P 500 Value 0.1%
Value ($000) $233 Shares 5,000 Est. Cost $36.81 Unrealized
IJS IShares S&P Small Cap 600 Value ETF 0.1%
Value ($000) $211 Shares 2,050 Est. Cost $103.07 Unrealized
XLP Consumer Staples Select Sector SPDR TR 0.1%
Value ($000) $211 Shares 2,925 Est. Cost $72.03 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $209 Shares 852 Est. Cost $209.24 Unrealized 0.0%
FDS FactSet Research Systems Inc. 0.1%
Value ($000) $206 Shares 431 Est. Cost $440.11 Unrealized 0.0%
TSCO Tractor Supply Co. 0.1%
Value ($000) $202 Shares 940 Est. Cost $39.39 Unrealized 0.0%
IYR IShares TR US Real Estate ETF 0.1%
Value ($000) $201 Shares 2,197 Est. Cost $91.41 Unrealized