Diligent Investors, LLC Diversified Active

CIK: 0001549042 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 9, 2020

Total Value ($000): $204,136 (100.0% shares, 0.0% debt)

Holdings (199)

AGG ISHARES TR 7.3%
Value ($000) $14,833 Shares 125,478 Est. Cost $111.72 Unrealized
MSFT MICROSOFT CORP 6.3%
Value ($000) $12,817 Shares 62,981 Est. Cost $52.32 Unrealized +230.8%
AAPL APPLE INC 4.2%
Value ($000) $8,585 Shares 23,533 Est. Cost $25.98 Unrealized +189.1%
SPYG SPDR SER TR 3.6%
Value ($000) $7,251 Shares 161,415 Est. Cost $39.34 Unrealized
SPYV SPDR SER TR 2.9%
Value ($000) $5,882 Shares 202,962 Est. Cost $31.79 Unrealized
V VISA INC 2.8%
Value ($000) $5,685 Shares 29,431 Est. Cost $61.33 Unrealized +186.2%
PACIFIC PREMIER BANCORP 2.4%
Value ($000) $4,874 Shares 224,817 Est. Cost $24.00 Unrealized
INTC INTEL CORP 2.3%
Value ($000) $4,602 Shares 76,923 Est. Cost $27.18 Unrealized +95.7%
DIS DISNEY WALT CO 2.1%
Value ($000) $4,206 Shares 37,716 Est. Cost $85.99 Unrealized +25.4%
SCHR SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,062 Shares 69,111 Est. Cost $54.97 Unrealized
SPDW SPDR INDEX SHS FDS 1.9%
Value ($000) $3,854 Shares 139,525 Est. Cost $29.42 Unrealized
SPGI S&P GLOBAL INC 1.8%
Value ($000) $3,754 Shares 11,394 Est. Cost $96.34 Unrealized +197.9%
MDYG SPDR SER TR 1.7%
Value ($000) $3,512 Shares 65,299 Est. Cost $71.39 Unrealized
USIG ISHARES TR 1.5%
Value ($000) $2,970 Shares 49,156 Est. Cost $57.44 Unrealized
MDYV SPDR SER TR 1.4%
Value ($000) $2,934 Shares 68,827 Est. Cost $63.28 Unrealized
GPN GLOBAL PMTS INC 1.3%
Value ($000) $2,681 Shares 15,806 Est. Cost $54.07 Unrealized +193.8%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,582 Shares 28,311 Est. Cost $44.37 Unrealized +59.9%
T AT&T INC 1.2%
Value ($000) $2,502 Shares 82,756 Est. Cost $12.74 Unrealized +21.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $2,495 Shares 13,977 Est. Cost $154.94 Unrealized +17.9%
ADBE ADOBE INC 1.2%
Value ($000) $2,394 Shares 5,499 Est. Cost $127.30 Unrealized +191.1%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,232 Shares 18,664 Est. Cost $63.26 Unrealized +60.5%
ZTS ZOETIS INC 1.1%
Value ($000) $2,217 Shares 16,181 Est. Cost $41.21 Unrealized +202.0%
WMT WALMART INC 1.1%
Value ($000) $2,207 Shares 18,425 Est. Cost $21.71 Unrealized +75.4%
POOL POOL CORPORATION 1.0%
Value ($000) $2,123 Shares 7,810 Est. Cost $51.89 Unrealized +318.8%
PFE PFIZER INC 1.0%
Value ($000) $1,983 Shares 60,646 Est. Cost $18.29 Unrealized +42.1%
CVS CVS HEALTH CORP 0.9%
Value ($000) $1,776 Shares 27,332 Est. Cost $52.36 Unrealized +0.5%
CANADIAN PAC RY LTD 0.8%
Value ($000) $1,730 Shares 6,777 Est. Cost $160.85 Unrealized
GDOT GREEN DOT CORP 0.8%
Value ($000) $1,720 Shares 35,042 Est. Cost $24.11 Unrealized +40.4%
SCHA SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,697 Shares 25,978 Est. Cost $71.77 Unrealized
BX BLACKSTONE GROUP INC 0.7%
Value ($000) $1,476 Shares 26,051 Est. Cost $39.22 Unrealized +10.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,376 Shares 15,426 Est. Cost $76.27 Unrealized -8.4%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $1,371 Shares 26,814 Est. Cost $28.41 Unrealized +56.8%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,338 Shares 485 Est. Cost $48.93 Unrealized +146.8%
BA BOEING CO 0.6%
Value ($000) $1,317 Shares 7,184 Est. Cost $209.78 Unrealized -26.7%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,280 Shares 27,448 Est. Cost $19.11 Unrealized +93.6%
PS BUSINESS PKS INC CALIF 0.6%
Value ($000) $1,223 Shares 9,234 Est. Cost $83.29 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,219 Shares 27,276 Est. Cost $30.68 Unrealized +26.2%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,212 Shares 12,108 Est. Cost $80.26 Unrealized
CTVA CORTEVA INC 0.6%
Value ($000) $1,182 Shares 44,128 Est. Cost $25.03 Unrealized -2.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,149 Shares 8,172 Est. Cost $85.41 Unrealized +45.5%
MRK MERCK & CO. INC 0.6%
Value ($000) $1,138 Shares 14,717 Est. Cost $39.39 Unrealized +59.6%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,120 Shares 6,600 Est. Cost $180.55 Unrealized -7.1%
META FACEBOOK INC 0.5%
Value ($000) $1,116 Shares 4,916 Est. Cost $123.73 Unrealized +67.6%
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $1,113 Shares 33,263 Est. Cost $34.31 Unrealized
OPITQ OFFICE PPTYS INCOME TR 0.5%
Value ($000) $992 Shares 38,181 Est. Cost $27.94 Unrealized
BAC BK OF AMERICA CORP 0.5%
Value ($000) $990 Shares 41,664 Est. Cost $17.06 Unrealized +20.6%
MCD MCDONALDS CORP 0.5%
Value ($000) $979 Shares 5,305 Est. Cost $77.02 Unrealized +109.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $967 Shares 15,994 Est. Cost $20.55 Unrealized +149.3%
PZZA PAPA JOHNS INTL INC 0.5%
Value ($000) $951 Shares 11,974 Est. Cost $37.31 Unrealized +71.9%
HD HOME DEPOT INC 0.5%
Value ($000) $930 Shares 3,711 Est. Cost $129.79 Unrealized +53.9%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $894 Shares 28,043 Est. Cost $38.78 Unrealized -40.5%
MDT MEDTRONIC PLC 0.4%
Value ($000) $887 Shares 9,673 Est. Cost $68.36 Unrealized +19.6%
ABBV ABBVIE INC 0.4%
Value ($000) $878 Shares 8,941 Est. Cost $43.28 Unrealized +62.9%
WESTROCK CO 0.4%
Value ($000) $854 Shares 30,203 Est. Cost $28.28 Unrealized
SLYG SPDR SER TR 0.4%
Value ($000) $851 Shares 14,980 Est. Cost $89.22 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $841 Shares 11,453 Est. Cost $66.93 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $823 Shares 7,400 Est. Cost $78.71 Unrealized +1.3%
POCT INNOVATOR ETFS TR 0.4%
Value ($000) $793 Shares 31,494 Est. Cost $24.65 Unrealized
BOCT INNOVATOR ETFS TR 0.4%
Value ($000) $776 Shares 29,953 Est. Cost $24.92 Unrealized
SEAGATE TECHNOLOGY PLC 0.4%
Value ($000) $775 Shares 16,000 Est. Cost $38.75 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $773 Shares 12,547 Est. Cost $34.67 Unrealized +43.9%
TM TOYOTA MOTOR CORP 0.4%
Value ($000) $767 Shares 6,109 Est. Cost $105.04 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $764 Shares 15,826 Est. Cost $22.96 Unrealized +53.3%
GLW CORNING INC 0.4%
Value ($000) $760 Shares 29,362 Est. Cost $15.36 Unrealized +26.3%
AMGN AMGEN INC 0.4%
Value ($000) $754 Shares 3,196 Est. Cost $115.96 Unrealized +65.3%
WU WESTERN UN CO 0.4%
Value ($000) $747 Shares 34,550 Est. Cost $18.75 Unrealized
SLYV SPDR SER TR 0.4%
Value ($000) $745 Shares 15,170 Est. Cost $81.34 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $741 Shares 12,606 Est. Cost $39.60 Unrealized +21.0%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $727 Shares 13,688 Est. Cost $25.37 Unrealized -31.2%
BLACKROCK MUNIHLDNGS CALI QL 0.4%
Value ($000) $725 Shares 51,282 Est. Cost $13.82 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $711 Shares 7,773 Est. Cost $35.31 Unrealized +132.1%
GOOGL ALPHABET INC 0.3%
Value ($000) $703 Shares 496 Est. Cost $52.65 Unrealized +27.1%
OSI ETF TR 0.3%
Value ($000) $693 Shares 18,287 Est. Cost $22.20 Unrealized
PSA PUBLIC STORAGE 0.3%
Value ($000) $689 Shares 3,592 Est. Cost $146.67 Unrealized +3.4%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $684 Shares 16,125 Est. Cost $74.67 Unrealized
MET METLIFE INC 0.3%
Value ($000) $684 Shares 18,736 Est. Cost $31.12 Unrealized -6.9%
PHG KONINKLIJKE PHILIPS N V 0.3%
Value ($000) $677 Shares 14,450 Est. Cost $35.83 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $647 Shares 12,393 Est. Cost $57.95 Unrealized -23.4%
PAPR INNOVATOR ETFS TR 0.3%
Value ($000) $615 Shares 23,700 Est. Cost $25.76 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $607 Shares 8,973 Est. Cost $63.01 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $604 Shares 9,795 Est. Cost $54.61 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $582 Shares 26,251 Est. Cost $23.02 Unrealized -26.1%
DOV DOVER CORP 0.3%
Value ($000) $578 Shares 5,990 Est. Cost $50.38 Unrealized +69.9%
VVV VALVOLINE INC 0.3%
Value ($000) $578 Shares 29,879 Est. Cost $22.53 Unrealized -24.6%
BAUG INNOVATOR ETFS TR 0.3%
Value ($000) $562 Shares 21,509 Est. Cost $25.11 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $558 Shares 4,302 Est. Cost $74.66 Unrealized +57.6%
DOW DOW INC 0.3%
Value ($000) $554 Shares 13,603 Est. Cost $35.90 Unrealized -25.2%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $540 Shares 2,734 Est. Cost $152.98 Unrealized +7.3%
MMM 3M CO 0.3%
Value ($000) $534 Shares 3,423 Est. Cost $104.02 Unrealized -1.5%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $530 Shares 1,871 Est. Cost $283.27 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $521 Shares 10,097 Est. Cost $49.87 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $487 Shares 13,440 Est. Cost $36.24 Unrealized
TFI SPDR SER TR 0.2%
Value ($000) $482 Shares 9,339 Est. Cost $49.33 Unrealized
KR KROGER CO 0.2%
Value ($000) $474 Shares 14,014 Est. Cost $18.94 Unrealized +51.9%
RLJ LODGING TR 0.2%
Value ($000) $466 Shares 21,297 Est. Cost $17.50 Unrealized
TTEC TTEC HLDGS INC 0.2%
Value ($000) $466 Shares 10,000 Est. Cost $37.11 Unrealized +7.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $462 Shares 6,278 Est. Cost $63.91 Unrealized +3.8%
BHF BRIGHTHOUSE FINL INC 0.2%
Value ($000) $459 Shares 16,481 Est. Cost $57.61 Unrealized -52.2%
DISCOVER FINL SVCS 0.2%
Value ($000) $456 Shares 9,110 Est. Cost $58.17 Unrealized
AMH AMERICAN HOMES 4 RENT 0.2%
Value ($000) $454 Shares 16,881 Est. Cost $18.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $449 Shares 4,410 Est. Cost $101.81 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $438 Shares 3,453 Est. Cost $48.25 Unrealized +106.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $436 Shares 4,582 Est. Cost $80.44 Unrealized +6.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $431 Shares 756 Est. Cost $176.71 Unrealized +1.4%
CI CIGNA CORP NEW 0.2%
Value ($000) $427 Shares 2,276 Est. Cost $173.56 Unrealized +0.0%
IEF ISHARES TR 0.2%
Value ($000) $413 Shares 3,389 Est. Cost $110.00 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $408 Shares 29,082 Est. Cost $13.55 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $405 Shares 5,900 Est. Cost $63.51 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $400 Shares 3,463 Est. Cost $113.87 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $396 Shares 5,990 Est. Cost $40.94 Unrealized +49.9%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $396 Shares 13,011 Est. Cost $57.42 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $393 Shares 1,033 Est. Cost $5.60 Unrealized +44.0%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $393 Shares 2,396 Est. Cost $128.94 Unrealized
ARW ARROW ELECTRS INC 0.2%
Value ($000) $392 Shares 5,700 Est. Cost $55.61 Unrealized +13.6%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $386 Shares 1,791 Est. Cost $163.69 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $385 Shares 8,201 Est. Cost $35.60 Unrealized
LAND GLADSTONE LD CORP 0.2%
Value ($000) $385 Shares 24,301 Est. Cost $10.39 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $384 Shares 15,017 Est. Cost $37.69 Unrealized -36.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $382 Shares 3,200 Est. Cost $110.49 Unrealized -0.4%
SPSB SPDR SER TR 0.2%
Value ($000) $379 Shares 12,082 Est. Cost $30.76 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $376 Shares 4,295 Est. Cost $63.97 Unrealized +16.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $369 Shares 2,914 Est. Cost $82.92 Unrealized +28.1%
DWLD DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $361 Shares 15,293 Est. Cost $22.42 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $358 Shares 11,602 Est. Cost $24.48 Unrealized +4.0%
TSN TYSON FOODS INC 0.2%
Value ($000) $357 Shares 5,972 Est. Cost $51.14 Unrealized +0.1%
UNP UNION PAC CORP 0.2%
Value ($000) $353 Shares 2,090 Est. Cost $138.27 Unrealized +2.3%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $353 Shares 15,268 Est. Cost $23.64 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $347 Shares 6,965 Est. Cost $48.70 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $346 Shares 2,390 Est. Cost $129.27 Unrealized -8.8%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $345 Shares 1,392 Est. Cost $194.44 Unrealized
OSI ETF TR 0.2%
Value ($000) $338 Shares 10,229 Est. Cost $33.04 Unrealized
JBL JABIL INC 0.2%
Value ($000) $337 Shares 10,500 Est. Cost $18.49 Unrealized +51.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $326 Shares 47,764 Est. Cost $23.65 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $324 Shares 9,000 Est. Cost $29.74 Unrealized +6.2%
UNILEVER PLC 0.2%
Value ($000) $318 Shares 5,800 Est. Cost $54.12 Unrealized
ALLE ALLEGION PLC 0.2%
Value ($000) $312 Shares 3,054 Est. Cost $70.63 Unrealized +29.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $311 Shares 5,641 Est. Cost $32.03 Unrealized +27.2%
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $306 Shares 20,511 Est. Cost $15.09 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $302 Shares 49,641 Est. Cost $7.44 Unrealized -43.6%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $289 Shares 2,231 Est. Cost $120.18 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $277 Shares 6,503 Est. Cost $60.43 Unrealized -32.5%
DFNL DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $276 Shares 14,900 Est. Cost $21.49 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $274 Shares 5,054 Est. Cost $44.03 Unrealized +1.2%
QQQE DIREXION SHS ETF TR 0.1%
Value ($000) $274 Shares 4,602 Est. Cost $43.79 Unrealized
BK OF AMERICA CORP 0.1%
Value ($000) $269 Shares 201 Est. Cost $1265.00 Unrealized
RWL INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $262 Shares 5,115 Est. Cost $53.39 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $257 Shares 2,729 Est. Cost $81.74 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $255 Shares 25,000 Est. Cost $15.88 Unrealized
TEX TEREX CORP NEW 0.1%
Value ($000) $253 Shares 13,460 Est. Cost $28.59 Unrealized -44.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $247 Shares 3,207 Est. Cost $50.88 Unrealized +20.8%
EATON VANCE FLTING RATE INC 0.1%
Value ($000) $243 Shares 21,300 Est. Cost $14.01 Unrealized
DUSA DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $243 Shares 10,425 Est. Cost $21.08 Unrealized
QURATE RETAIL INC 0.1%
Value ($000) $242 Shares 25,524 Est. Cost $21.22 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $241 Shares 2,310 Est. Cost $104.33 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $236 Shares 7,549 Est. Cost $31.26 Unrealized
TRMK TRUSTMARK CORP 0.1%
Value ($000) $234 Shares 9,544 Est. Cost $16.81 Unrealized +20.1%
ASH ASHLAND GLOBAL HLDGS INC 0.1%
Value ($000) $233 Shares 3,372 Est. Cost $56.17 Unrealized 0.0%
INVA INNOVIVA INC 0.1%
Value ($000) $232 Shares 16,594 Est. Cost $11.11 Unrealized +22.5%
PEP PEPSICO INC 0.1%
Value ($000) $232 Shares 1,757 Est. Cost $106.24 Unrealized +4.3%
OLP ONE LIBERTY PPTYS INC 0.1%
Value ($000) $231 Shares 13,084 Est. Cost $24.80 Unrealized
LEGG MASON INC 0.1%
Value ($000) $230 Shares 4,614 Est. Cost $48.76 Unrealized
OSI ETF TR 0.1%
Value ($000) $230 Shares 9,220 Est. Cost $24.95 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $227 Shares 1,898 Est. Cost $34.41 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $227 Shares 210 Est. Cost $54.10 Unrealized 0.0%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $224 Shares 12,387 Est. Cost $18.30 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $219 Shares 4,902 Est. Cost $34.82 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $216 Shares 228 Est. Cost $69.41 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $215 Shares 2,035 Est. Cost $92.14 Unrealized 0.0%
CORP PIMCO ETF TR 0.1%
Value ($000) $214 Shares 1,874 Est. Cost $114.19 Unrealized
VRP INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $212 Shares 9,048 Est. Cost $23.43 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $211 Shares 3,903 Est. Cost $54.06 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $211 Shares 6,000 Est. Cost $26.21 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $209 Shares 1,950 Est. Cost $93.00 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $207 Shares 455 Est. Cost $42.56 Unrealized 0.0%
ARCO ARCOS DORADOS HOLDINGS INC 0.1%
Value ($000) $206 Shares 49,175 Est. Cost $5.62 Unrealized -38.4%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $206 Shares 7,680 Est. Cost $26.82 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $204 Shares 2,600 Est. Cost $78.46 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $196 Shares 10,709 Est. Cost $19.63 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $196 Shares 10,407 Est. Cost $14.83 Unrealized
INVESCO CALIF VALUE MUN INCO 0.1%
Value ($000) $191 Shares 16,358 Est. Cost $11.68 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $183 Shares 16,214 Est. Cost $44.67 Unrealized
MFIC APOLLO INVT CORP 0.1%
Value ($000) $168 Shares 17,564 Est. Cost $6.30 Unrealized -27.9%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $165 Shares 11,500 Est. Cost $10.90 Unrealized
KN KNOWLES CORP 0.1%
Value ($000) $161 Shares 10,582 Est. Cost $20.69 Unrealized -27.9%
AES AES CORP 0.1%
Value ($000) $157 Shares 10,829 Est. Cost $9.08 Unrealized +18.0%
XBFZX BLACKROCK CALIF MUN INCOME T 0.1%
Value ($000) $154 Shares 11,714 Est. Cost $13.15 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $150 Shares 11,631 Est. Cost $21.00 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.1%
Value ($000) $145 Shares 10,800 Est. Cost $18.86 Unrealized -38.9%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $144 Shares 19,573 Est. Cost $8.14 Unrealized
HERSHA HOSPITALITY TR 0.1%
Value ($000) $135 Shares 23,500 Est. Cost $18.50 Unrealized
MESOBLAST LTD 0.1%
Value ($000) $133 Shares 11,698 Est. Cost $7.97 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $132 Shares 30,100 Est. Cost $6.18 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $131 Shares 10,767 Est. Cost $15.75 Unrealized
UIS UNISYS CORP 0.1%
Value ($000) $131 Shares 11,983 Est. Cost $24.10 Unrealized -52.0%
UBS UBS GROUP AG 0.1%
Value ($000) $115 Shares 10,000 Est. Cost $16.16 Unrealized -36.3%
DB DEUTSCHE BANK A G 0.0%
Value ($000) $100 Shares 10,500 Est. Cost $11.17 Unrealized -37.8%
ING ING GROEP N.V. 0.0%
Value ($000) $83 Shares 12,057 Est. Cost $16.81 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $78 Shares 11,800 Est. Cost $13.33 Unrealized
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $72 Shares 16,217 Est. Cost $3.64 Unrealized