Telos Capital Management, Inc. Diversified Active

CIK: 0001567889 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 28, 2021

Total Value ($000): $696,122 (100.0% shares, 0.0% debt)

Holdings (177)

MBB ISHARES TR 5.8%
Value ($000) $40,641 Shares 374,851 Est. Cost $109.97 Unrealized
AAPL APPLE INC 5.0%
Value ($000) $35,147 Shares 287,739 Est. Cost $88.01 Unrealized +42.1%
QCOM QUALCOMM INC 4.1%
Value ($000) $28,360 Shares 213,890 Est. Cost $60.67 Unrealized +113.8%
VTI VANGUARD INDEX FDS 3.1%
Value ($000) $21,320 Shares 103,152 Est. Cost $106.81 Unrealized
CSCO CISCO SYS INC 2.2%
Value ($000) $15,593 Shares 301,555 Est. Cost $28.08 Unrealized +44.7%
PEP PEPSICO INC 2.0%
Value ($000) $13,602 Shares 96,161 Est. Cost $97.25 Unrealized +21.2%
BMY BRISTOL-MYERS SQUIBB CO 1.9%
Value ($000) $13,410 Shares 212,411 Est. Cost $46.61 Unrealized +9.5%
VEU VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $12,929 Shares 213,071 Est. Cost $49.05 Unrealized
HYG ISHARES TR 1.8%
Value ($000) $12,653 Shares 145,135 Est. Cost $85.70 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $11,830 Shares 71,978 Est. Cost $101.82 Unrealized +38.3%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $11,765 Shares 202,314 Est. Cost $39.69 Unrealized +6.4%
GOOGL ALPHABET INC 1.6%
Value ($000) $11,368 Shares 5,511 Est. Cost $52.00 Unrealized +88.4%
DIS DISNEY WALT CO 1.6%
Value ($000) $10,822 Shares 58,647 Est. Cost $98.84 Unrealized +82.3%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $10,202 Shares 75,327 Est. Cost $92.55 Unrealized +25.0%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $9,785 Shares 64,277 Est. Cost $74.46 Unrealized +70.9%
NEM NEWMONT CORP 1.4%
Value ($000) $9,523 Shares 158,006 Est. Cost $51.39 Unrealized -0.2%
V VISA INC 1.4%
Value ($000) $9,490 Shares 44,821 Est. Cost $136.71 Unrealized +48.6%
MDT MEDTRONIC PLC 1.3%
Value ($000) $9,386 Shares 79,457 Est. Cost $65.27 Unrealized +55.8%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $9,190 Shares 25,810 Est. Cost $278.98 Unrealized +21.7%
MS MORGAN STANLEY 1.3%
Value ($000) $8,969 Shares 115,487 Est. Cost $33.13 Unrealized +98.0%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $8,899 Shares 27,884 Est. Cost $172.22 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $8,813 Shares 2,848 Est. Cost $60.24 Unrealized +163.1%
DHR DANAHER CORPORATION 1.2%
Value ($000) $8,620 Shares 38,298 Est. Cost $126.22 Unrealized +57.4%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $8,091 Shares 47,597 Est. Cost $77.72 Unrealized +69.8%
ABBV ABBVIE INC 1.1%
Value ($000) $7,922 Shares 73,201 Est. Cost $65.35 Unrealized +36.0%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $7,852 Shares 74,933 Est. Cost $74.49 Unrealized +6.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $7,849 Shares 30,722 Est. Cost $142.31 Unrealized +70.6%
GOOG ALPHABET INC 1.1%
Value ($000) $7,713 Shares 3,728 Est. Cost $60.76 Unrealized +62.1%
VEA VANGUARD TAX-MANAGED INTL FD 1.1%
Value ($000) $7,680 Shares 156,392 Est. Cost $40.75 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $7,370 Shares 18,525 Est. Cost $206.86 Unrealized
TRV TRAVELERS COMPANIES INC 1.0%
Value ($000) $6,666 Shares 44,324 Est. Cost $83.33 Unrealized +59.8%
SYY SYSCO CORP 0.9%
Value ($000) $6,576 Shares 83,514 Est. Cost $44.40 Unrealized +53.3%
WESTROCK CO 0.9%
Value ($000) $6,364 Shares 122,268 Est. Cost $44.01 Unrealized
JACOBS ENGR GROUP INC 0.9%
Value ($000) $6,223 Shares 48,137 Est. Cost $85.11 Unrealized
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $6,206 Shares 19,175 Est. Cost $278.19 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $5,855 Shares 30,313 Est. Cost $102.35 Unrealized +83.4%
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $5,778 Shares 57,161 Est. Cost $69.39 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $5,678 Shares 22,818 Est. Cost $139.23 Unrealized +47.0%
IJH ISHARES TR 0.8%
Value ($000) $5,649 Shares 21,705 Est. Cost $144.32 Unrealized
CBRE CBRE GROUP INC 0.8%
Value ($000) $5,608 Shares 70,894 Est. Cost $28.90 Unrealized +144.7%
MSFT MICROSOFT CORP 0.8%
Value ($000) $5,424 Shares 23,006 Est. Cost $39.55 Unrealized +463.5%
GPC GENUINE PARTS CO 0.8%
Value ($000) $5,327 Shares 46,083 Est. Cost $67.34 Unrealized +38.2%
TGT TARGET CORP 0.8%
Value ($000) $5,294 Shares 26,729 Est. Cost $61.47 Unrealized +165.5%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $5,164 Shares 36,668 Est. Cost $93.34 Unrealized +24.8%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $5,120 Shares 94,619 Est. Cost $31.51 Unrealized +46.5%
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $4,842 Shares 28,215 Est. Cost $93.29 Unrealized +41.4%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $4,814 Shares 19,825 Est. Cost $47.25 Unrealized +433.2%
SBUX STARBUCKS CORP 0.7%
Value ($000) $4,809 Shares 44,008 Est. Cost $49.18 Unrealized +91.2%
HD HOME DEPOT INC 0.7%
Value ($000) $4,726 Shares 15,482 Est. Cost $205.54 Unrealized +18.9%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $4,725 Shares 26,936 Est. Cost $73.65 Unrealized +88.1%
IVE ISHARES TR 0.7%
Value ($000) $4,657 Shares 32,974 Est. Cost $114.11 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $4,647 Shares 21,084 Est. Cost $103.04 Unrealized +82.5%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $4,630 Shares 17,444 Est. Cost $159.93 Unrealized +46.7%
ABT ABBOTT LABS 0.7%
Value ($000) $4,626 Shares 38,601 Est. Cost $75.46 Unrealized +43.9%
O REALTY INCOME CORP 0.7%
Value ($000) $4,610 Shares 72,597 Est. Cost $36.38 Unrealized +27.1%
SAIC SCIENCE APPLICATIONS INTL CO 0.6%
Value ($000) $4,439 Shares 53,107 Est. Cost $78.76 Unrealized +19.1%
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $4,345 Shares 46,717 Est. Cost $46.91 Unrealized
NVS NOVARTIS AG 0.6%
Value ($000) $4,226 Shares 49,436 Est. Cost $78.98 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $4,193 Shares 99,306 Est. Cost $17.13 Unrealized +112.7%
AEP AMERICAN ELEC PWR CO INC 0.6%
Value ($000) $4,137 Shares 48,838 Est. Cost $60.98 Unrealized +10.7%
RMD RESMED INC 0.6%
Value ($000) $4,092 Shares 21,092 Est. Cost $75.72 Unrealized +154.0%
META FACEBOOK INC 0.6%
Value ($000) $4,006 Shares 13,600 Est. Cost $185.79 Unrealized +43.9%
ENB ENBRIDGE INC 0.6%
Value ($000) $3,998 Shares 109,823 Est. Cost $23.18 Unrealized +10.3%
IJR ISHARES TR 0.6%
Value ($000) $3,985 Shares 36,720 Est. Cost $83.02 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $3,920 Shares 50,736 Est. Cost $55.23 Unrealized +18.1%
DLS WISDOMTREE TR 0.6%
Value ($000) $3,906 Shares 54,081 Est. Cost $64.51 Unrealized
NKE NIKE INC 0.6%
Value ($000) $3,897 Shares 29,324 Est. Cost $47.28 Unrealized +174.0%
MRK MERCK & CO. INC 0.6%
Value ($000) $3,883 Shares 50,363 Est. Cost $57.23 Unrealized +10.2%
ORCL ORACLE CORP 0.5%
Value ($000) $3,763 Shares 53,629 Est. Cost $44.94 Unrealized +34.9%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3,692 Shares 10,473 Est. Cost $173.03 Unrealized +90.6%
SO SOUTHERN CO 0.5%
Value ($000) $3,494 Shares 56,205 Est. Cost $35.85 Unrealized +39.0%
PSX PHILLIPS 66 0.5%
Value ($000) $3,370 Shares 41,328 Est. Cost $70.01 Unrealized -7.3%
FDX FEDEX CORP 0.5%
Value ($000) $3,283 Shares 11,556 Est. Cost $133.80 Unrealized +75.0%
AIVI WISDOMTREE TR 0.5%
Value ($000) $3,281 Shares 77,285 Est. Cost $41.04 Unrealized
IBB ISHARES TR 0.5%
Value ($000) $3,246 Shares 21,561 Est. Cost $150.30 Unrealized
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $3,131 Shares 15,452 Est. Cost $87.03 Unrealized +112.0%
SCZ ISHARES TR 0.4%
Value ($000) $3,041 Shares 42,329 Est. Cost $51.19 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,014 Shares 47,839 Est. Cost $53.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,908 Shares 12,164 Est. Cost $113.00 Unrealized +70.2%
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $2,830 Shares 14,055 Est. Cost $105.22 Unrealized +59.2%
AFL AFLAC INC 0.4%
Value ($000) $2,759 Shares 53,910 Est. Cost $40.93 Unrealized +4.8%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $2,637 Shares 26,544 Est. Cost $75.32 Unrealized +16.7%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,621 Shares 20,316 Est. Cost $62.90 Unrealized +72.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $2,594 Shares 16,711 Est. Cost $42.09 Unrealized +60.4%
IPGP IPG PHOTONICS CORP 0.4%
Value ($000) $2,539 Shares 12,035 Est. Cost $133.20 Unrealized +70.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,519 Shares 10,861 Est. Cost $116.77 Unrealized +61.9%
ILMN ILLUMINA INC 0.3%
Value ($000) $2,389 Shares 6,221 Est. Cost $285.90 Unrealized +42.6%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $2,385 Shares 59,632 Est. Cost $28.63 Unrealized 0.0%
PFF ISHARES TR 0.3%
Value ($000) $2,326 Shares 60,574 Est. Cost $37.72 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,323 Shares 64,107 Est. Cost $26.08 Unrealized +7.5%
WMT WALMART INC 0.3%
Value ($000) $2,193 Shares 16,144 Est. Cost $39.86 Unrealized +8.6%
IWS ISHARES TR 0.3%
Value ($000) $2,117 Shares 19,364 Est. Cost $70.11 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,988 Shares 8,770 Est. Cost $173.47 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,876 Shares 23,813 Est. Cost $72.48 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $1,835 Shares 10,370 Est. Cost $94.55 Unrealized
GDX VANECK VECTORS ETF TR 0.3%
Value ($000) $1,798 Shares 55,322 Est. Cost $36.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,761 Shares 33,838 Est. Cost $44.40 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,700 Shares 9,102 Est. Cost $113.65 Unrealized +63.7%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $1,685 Shares 24,620 Est. Cost $47.48 Unrealized +27.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,673 Shares 22,127 Est. Cost $59.13 Unrealized +16.4%
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,609 Shares 42,189 Est. Cost $38.63 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,335 Shares 6,926 Est. Cost $102.51 Unrealized +22.0%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,313 Shares 7,928 Est. Cost $104.23 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $1,149 Shares 23,359 Est. Cost $34.48 Unrealized
UDR UDR INC 0.1%
Value ($000) $1,037 Shares 23,644 Est. Cost $23.48 Unrealized +47.0%
USB US BANCORP DEL 0.1%
Value ($000) $1,034 Shares 18,703 Est. Cost $37.66 Unrealized +7.1%
KO COCA COLA CO 0.1%
Value ($000) $1,003 Shares 19,026 Est. Cost $34.87 Unrealized +24.4%
INTC INTEL CORP 0.1%
Value ($000) $983 Shares 15,357 Est. Cost $25.55 Unrealized +111.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $971 Shares 24,843 Est. Cost $40.44 Unrealized -21.8%
DE DEERE & CO 0.1%
Value ($000) $941 Shares 2,515 Est. Cost $131.62 Unrealized +133.6%
SL GREEN RLTY CORP 0.1%
Value ($000) $897 Shares 12,814 Est. Cost $70.00 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $896 Shares 6,205 Est. Cost $58.32 Unrealized +97.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $858 Shares 13,404 Est. Cost $53.74 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $858 Shares 12,567 Est. Cost $59.11 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $846 Shares 9,377 Est. Cost $58.73 Unrealized +32.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $838 Shares 3,860 Est. Cost $135.51 Unrealized +30.4%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $775 Shares 5,573 Est. Cost $111.08 Unrealized -0.2%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $728 Shares 6,626 Est. Cost $70.07 Unrealized +25.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $705 Shares 1,777 Est. Cost $227.97 Unrealized
BDN BRANDYWINE RLTY TR 0.1%
Value ($000) $676 Shares 52,356 Est. Cost $13.57 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $644 Shares 8,493 Est. Cost $59.69 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $643 Shares 1,233 Est. Cost $29.36 Unrealized +80.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $613 Shares 4,598 Est. Cost $100.11 Unrealized -2.0%
CWB SPDR SER TR 0.1%
Value ($000) $609 Shares 7,310 Est. Cost $50.88 Unrealized
SEIC SEI INVTS CO 0.1%
Value ($000) $585 Shares 9,600 Est. Cost $60.08 Unrealized -8.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $548 Shares 3,334 Est. Cost $66.67 Unrealized +103.5%
HUBB HUBBELL INC 0.1%
Value ($000) $532 Shares 2,848 Est. Cost $121.20 Unrealized +31.6%
PLD PROLOGIS INC. 0.1%
Value ($000) $527 Shares 4,974 Est. Cost $76.66 Unrealized +15.7%
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $519 Shares 28,695 Est. Cost $14.09 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $518 Shares 10,139 Est. Cost $51.63 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $508 Shares 9,096 Est. Cost $30.77 Unrealized +40.8%
SLP SIMULATIONS PLUS INC 0.1%
Value ($000) $488 Shares 7,724 Est. Cost $23.54 Unrealized +205.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $478 Shares 1,463 Est. Cost $158.23 Unrealized +75.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 1,237 Est. Cost $269.66 Unrealized
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $450 Shares 10,584 Est. Cost $34.39 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $445 Shares 4,957 Est. Cost $57.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $437 Shares 1,175 Est. Cost $196.83 Unrealized +62.4%
HE HAWAIIAN ELEC INDUSTRIES 0.1%
Value ($000) $435 Shares 9,797 Est. Cost $36.98 Unrealized -0.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $415 Shares 31,576 Est. Cost $12.50 Unrealized
REG REGENCY CTRS CORP 0.1%
Value ($000) $410 Shares 7,234 Est. Cost $44.08 Unrealized -3.1%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $398 Shares 12,815 Est. Cost $14.94 Unrealized +34.1%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $394 Shares 21,006 Est. Cost $11.66 Unrealized +22.4%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $361 Shares 10,221 Est. Cost $27.84 Unrealized
T AT&T INC 0.1%
Value ($000) $357 Shares 11,797 Est. Cost $14.79 Unrealized +9.1%
AGG ISHARES TR 0.0%
Value ($000) $340 Shares 2,988 Est. Cost $117.95 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $338 Shares 3,210 Est. Cost $34.68 Unrealized +176.2%
TSLA TESLA INC 0.0%
Value ($000) $331 Shares 495 Est. Cost $118.07 Unrealized +112.6%
IWF ISHARES TR 0.0%
Value ($000) $315 Shares 1,297 Est. Cost $150.14 Unrealized
WEINGARTEN RLTY INVS 0.0%
Value ($000) $310 Shares 11,517 Est. Cost $29.90 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $291 Shares 4,457 Est. Cost $43.65 Unrealized +39.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $285 Shares 8,006 Est. Cost $20.46 Unrealized +36.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $284 Shares 2,243 Est. Cost $88.23 Unrealized +13.9%
DOV DOVER CORP 0.0%
Value ($000) $278 Shares 2,030 Est. Cost $99.71 Unrealized +19.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $272 Shares 2,468 Est. Cost $78.04 Unrealized +17.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $269 Shares 1,425 Est. Cost $99.52 Unrealized +52.1%
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $256 Shares 2,606 Est. Cost $103.48 Unrealized
UNILEVER PLC 0.0%
Value ($000) $255 Shares 4,571 Est. Cost $54.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $255 Shares 1,700 Est. Cost $87.35 Unrealized +57.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $253 Shares 1,340 Est. Cost $147.45 Unrealized +6.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $250 Shares 1,232 Est. Cost $180.36 Unrealized -5.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $244 Shares 659 Est. Cost $268.35 Unrealized +11.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $241 Shares 1,076 Est. Cost $128.18 Unrealized +49.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $239 Shares 928 Est. Cost $163.51 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $238 Shares 4,074 Est. Cost $40.29 Unrealized +23.6%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 1,760 Est. Cost $102.48 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $219 Shares 815 Est. Cost $228.85 Unrealized 0.0%
VIACOMCBS INC 0.0%
Value ($000) $217 Shares 4,819 Est. Cost $39.70 Unrealized
BLACKROCK INC 0.0%
Value ($000) $217 Shares 288 Est. Cost $723.18 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $217 Shares 2,435 Est. Cost $74.56 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,702 Est. Cost $78.89 Unrealized +51.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $215 Shares 1,620 Est. Cost $53.08 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $215 Shares 844 Est. Cost $287.37 Unrealized -22.7%
LEN LENNAR CORP 0.0%
Value ($000) $213 Shares 2,103 Est. Cost $78.41 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $204 Shares 13,000 Est. Cost $9.01 Unrealized +33.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $203 Shares 426 Est. Cost $339.14 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $202 Shares 2,518 Est. Cost $67.12 Unrealized 0.0%
ALEX ALEXANDER & BALDWIN INC NEW 0.0%
Value ($000) $182 Shares 10,826 Est. Cost $11.22 Unrealized