Fermata Advisors, LLC Diversified Active

CIK: 0001859259 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 29, 2021

Total Value ($000): $226,492 (100.0% shares, 0.0% debt)

Holdings (174)

VOO VANGUARD INDEX FDS 5.1%
Value ($000) $11,458 Shares 29,026 Est. Cost $363.91 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 4.4%
Value ($000) $10,039 Shares 148,595 Est. Cost $67.22 Unrealized
IVV ISHARES TR 4.3%
Value ($000) $9,688 Shares 22,478 Est. Cost $418.21 Unrealized
RODM LATTICE STRATEGIES TR 4.0%
Value ($000) $8,993 Shares 298,768 Est. Cost $29.70 Unrealized
AGG ISHARES TR 3.3%
Value ($000) $7,510 Shares 65,379 Est. Cost $114.76 Unrealized
XSOE WISDOMTREE TR 3.3%
Value ($000) $7,431 Shares 199,104 Est. Cost $40.69 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 3.1%
Value ($000) $7,075 Shares 44,670 Est. Cost $157.19 Unrealized
MOAT VANECK ETF TRUST 3.0%
Value ($000) $6,834 Shares 93,303 Est. Cost $73.94 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $5,696 Shares 15,903 Est. Cost $337.62 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $5,172 Shares 54,767 Est. Cost $94.45 Unrealized
DGRO ISHARES TR 2.2%
Value ($000) $4,880 Shares 97,129 Est. Cost $48.44 Unrealized
TIPX SPDR SER TR 2.1%
Value ($000) $4,815 Shares 228,174 Est. Cost $21.10 Unrealized
IWF ISHARES TR 2.1%
Value ($000) $4,744 Shares 17,312 Est. Cost $270.88 Unrealized
BIV VANGUARD BD INDEX FDS 2.1%
Value ($000) $4,693 Shares 52,455 Est. Cost $89.67 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $4,525 Shares 31,971 Est. Cost $133.20 Unrealized +8.0%
MTUM ISHARES TR 2.0%
Value ($000) $4,495 Shares 25,578 Est. Cost $160.25 Unrealized
VBK VANGUARD INDEX FDS 1.8%
Value ($000) $4,082 Shares 14,562 Est. Cost $280.32 Unrealized
PFFD GLOBAL X FDS 1.7%
Value ($000) $3,954 Shares 153,503 Est. Cost $25.78 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $3,933 Shares 84,956 Est. Cost $45.27 Unrealized
IWM ISHARES TR 1.6%
Value ($000) $3,576 Shares 16,338 Est. Cost $220.78 Unrealized
CMBS ISHARES TR 1.5%
Value ($000) $3,420 Shares 63,253 Est. Cost $54.14 Unrealized
GHYB GOLDMAN SACHS ETF TR 1.5%
Value ($000) $3,381 Shares 67,435 Est. Cost $50.21 Unrealized
IAU ISHARES GOLD TR 1.5%
Value ($000) $3,355 Shares 100,419 Est. Cost $33.71 Unrealized
SJNK SPDR SER TR 1.3%
Value ($000) $2,950 Shares 107,691 Est. Cost $27.43 Unrealized
BND VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,811 Shares 32,894 Est. Cost $85.84 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,724 Shares 23,296 Est. Cost $116.93 Unrealized
UJUL INNOVATOR ETFS TR 1.1%
Value ($000) $2,443 Shares 90,813 Est. Cost $26.90 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.1%
Value ($000) $2,396 Shares 42,060 Est. Cost $57.17 Unrealized
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $2,127 Shares 12,552 Est. Cost $163.68 Unrealized
XLE SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,071 Shares 39,748 Est. Cost $48.90 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,015 Shares 22,345 Est. Cost $90.18 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value ($000) $1,776 Shares 7,494 Est. Cost $233.10 Unrealized
IAGG ISHARES TR 0.8%
Value ($000) $1,739 Shares 31,613 Est. Cost $54.61 Unrealized
IGSB ISHARES TR 0.7%
Value ($000) $1,680 Shares 30,745 Est. Cost $54.62 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,667 Shares 507 Est. Cost $162.43 Unrealized +6.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,624 Shares 5,755 Est. Cost $242.49 Unrealized +15.8%
ENPH ENPHASE ENERGY INC 0.7%
Value ($000) $1,560 Shares 10,400 Est. Cost $179.51 Unrealized -4.4%
IVW ISHARES TR 0.7%
Value ($000) $1,544 Shares 20,888 Est. Cost $68.07 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,523 Shares 3,548 Est. Cost $397.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,468 Shares 24,068 Est. Cost $60.29 Unrealized
V VISA INC 0.6%
Value ($000) $1,285 Shares 5,768 Est. Cost $204.50 Unrealized +11.0%
USEP INNOVATOR ETFS TR 0.6%
Value ($000) $1,267 Shares 45,570 Est. Cost $27.80 Unrealized
CDC VICTORY PORTFOLIOS II 0.5%
Value ($000) $1,228 Shares 19,078 Est. Cost $64.37 Unrealized
USIG ISHARES TR 0.5%
Value ($000) $1,027 Shares 17,091 Est. Cost $60.20 Unrealized
UAUG INNOVATOR ETFS TR 0.4%
Value ($000) $937 Shares 32,933 Est. Cost $28.45 Unrealized
STIP ISHARES TR 0.4%
Value ($000) $910 Shares 8,612 Est. Cost $106.27 Unrealized
NTSX WISDOMTREE TR 0.4%
Value ($000) $908 Shares 22,287 Est. Cost $40.74 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $887 Shares 17,619 Est. Cost $49.44 Unrealized
GCC WISDOMTREE TR 0.4%
Value ($000) $881 Shares 39,507 Est. Cost $22.17 Unrealized
IWY ISHARES TR 0.4%
Value ($000) $849 Shares 5,562 Est. Cost $152.64 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.4%
Value ($000) $825 Shares 15,959 Est. Cost $49.59 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.4%
Value ($000) $795 Shares 19,512 Est. Cost $40.81 Unrealized
WTMF WISDOMTREE TR 0.3%
Value ($000) $773 Shares 18,850 Est. Cost $39.61 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $746 Shares 2,198 Est. Cost $278.57 Unrealized +28.4%
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $726 Shares 14,306 Est. Cost $50.75 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $720 Shares 7,097 Est. Cost $81.50 Unrealized +2.2%
ARKK ARK ETF TR 0.3%
Value ($000) $719 Shares 6,506 Est. Cost $118.63 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $717 Shares 3,277 Est. Cost $218.59 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $683 Shares 5,345 Est. Cost $126.13 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $678 Shares 4,138 Est. Cost $132.95 Unrealized +5.5%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $674 Shares 4,387 Est. Cost $154.83 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $667 Shares 860 Est. Cost $243.60 Unrealized -3.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $665 Shares 12,322 Est. Cost $43.39 Unrealized -2.5%
COPX GLOBAL X FDS 0.3%
Value ($000) $650 Shares 19,001 Est. Cost $36.56 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $641 Shares 4,579 Est. Cost $117.28 Unrealized +8.5%
IMCG ISHARES TR 0.3%
Value ($000) $635 Shares 9,213 Est. Cost $68.92 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $634 Shares 8,628 Est. Cost $71.97 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $630 Shares 7,691 Est. Cost $81.34 Unrealized
UAPR INNOVATOR ETFS TR 0.3%
Value ($000) $628 Shares 24,374 Est. Cost $25.68 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $628 Shares 235 Est. Cost $109.21 Unrealized +23.7%
BLOK AMPLIFY ETF TR 0.3%
Value ($000) $628 Shares 14,060 Est. Cost $44.67 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $626 Shares 235 Est. Cost $104.75 Unrealized +30.6%
WCLD WISDOMTREE TR 0.3%
Value ($000) $571 Shares 9,911 Est. Cost $47.43 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $570 Shares 10,727 Est. Cost $53.14 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $570 Shares 11,983 Est. Cost $47.70 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $558 Shares 8,882 Est. Cost $105.89 Unrealized
IVOL KRANESHARES TR 0.2%
Value ($000) $557 Shares 19,989 Est. Cost $27.64 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $537 Shares 3,323 Est. Cost $142.02 Unrealized +5.8%
ARKG ARK ETF TR 0.2%
Value ($000) $537 Shares 7,191 Est. Cost $74.68 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $536 Shares 3,265 Est. Cost $158.87 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $522 Shares 3,481 Est. Cost $142.30 Unrealized
INDS PACER FDS TR 0.2%
Value ($000) $518 Shares 11,815 Est. Cost $43.84 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.2%
Value ($000) $509 Shares 9,514 Est. Cost $53.50 Unrealized
ONEV SPDR SER TR 0.2%
Value ($000) $495 Shares 4,790 Est. Cost $103.34 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $494 Shares 17,091 Est. Cost $29.03 Unrealized
NTSI WISDOMTREE TR 0.2%
Value ($000) $481 Shares 12,152 Est. Cost $39.58 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $475 Shares 1,442 Est. Cost $259.92 Unrealized +13.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $470 Shares 8,397 Est. Cost $49.15 Unrealized +4.6%
HYDB ISHARES TR 0.2%
Value ($000) $448 Shares 8,653 Est. Cost $51.77 Unrealized
VICTORY PORTFOLIOS II 0.2%
Value ($000) $444 Shares 7,329 Est. Cost $60.58 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $443 Shares 4,350 Est. Cost $97.82 Unrealized
UMAR INNOVATOR ETFS TR 0.2%
Value ($000) $417 Shares 14,321 Est. Cost $28.59 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $417 Shares 2,165 Est. Cost $164.21 Unrealized +2.3%
IJR ISHARES TR 0.2%
Value ($000) $415 Shares 3,805 Est. Cost $112.57 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $407 Shares 5,186 Est. Cost $68.03 Unrealized +5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $406 Shares 1,486 Est. Cost $279.69 Unrealized +0.4%
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $397 Shares 962 Est. Cost $335.44 Unrealized +23.8%
PEP PEPSICO INC 0.2%
Value ($000) $381 Shares 2,530 Est. Cost $127.67 Unrealized +5.7%
NATIXIS ETF TR 0.2%
Value ($000) $380 Shares 15,080 Est. Cost $25.20 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $376 Shares 8,865 Est. Cost $36.43 Unrealized -1.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $374 Shares 1,619 Est. Cost $194.47 Unrealized +21.7%
ILTB ISHARES TR 0.2%
Value ($000) $373 Shares 5,207 Est. Cost $71.63 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $370 Shares 759 Est. Cost $41.78 Unrealized +6.5%
BLACKROCK INC 0.2%
Value ($000) $367 Shares 435 Est. Cost $874.49 Unrealized
UJAN INNOVATOR ETFS TR 0.2%
Value ($000) $364 Shares 11,693 Est. Cost $30.36 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $362 Shares 9,999 Est. Cost $36.75 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $356 Shares 2,102 Est. Cost $179.33 Unrealized -2.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $345 Shares 669 Est. Cost $498.37 Unrealized +11.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $338 Shares 1,630 Est. Cost $19.71 Unrealized +5.1%
AGZ ISHARES TR 0.1%
Value ($000) $335 Shares 2,824 Est. Cost $118.63 Unrealized
BA BOEING CO 0.1%
Value ($000) $333 Shares 1,512 Est. Cost $240.88 Unrealized -7.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $328 Shares 6,024 Est. Cost $45.84 Unrealized +7.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $327 Shares 6,470 Est. Cost $49.22 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $323 Shares 4,130 Est. Cost $79.19 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $322 Shares 2,912 Est. Cost $101.96 Unrealized +3.7%
T AT&T INC 0.1%
Value ($000) $317 Shares 11,738 Est. Cost $16.99 Unrealized -5.4%
SAVA CASSAVA SCIENCES INC 0.1%
Value ($000) $316 Shares 5,096 Est. Cost $61.18 Unrealized +36.4%
MSCI MSCI INC 0.1%
Value ($000) $314 Shares 516 Est. Cost $454.06 Unrealized +28.4%
IJH ISHARES TR 0.1%
Value ($000) $310 Shares 1,177 Est. Cost $263.38 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $308 Shares 3,526 Est. Cost $88.07 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $305 Shares 500 Est. Cost $55.03 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $300 Shares 7,080 Est. Cost $42.83 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $298 Shares 1,493 Est. Cost $174.87 Unrealized +8.1%
NTSE WISDOMTREE TR 0.1%
Value ($000) $297 Shares 7,802 Est. Cost $38.07 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $295 Shares 3,923 Est. Cost $64.14 Unrealized +3.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $289 Shares 2,302 Est. Cost $109.50 Unrealized +3.6%
POOL POOL CORP 0.1%
Value ($000) $285 Shares 654 Est. Cost $398.28 Unrealized +12.8%
ABBV ABBVIE INC 0.1%
Value ($000) $279 Shares 2,583 Est. Cost $95.03 Unrealized +2.3%
SDY SPDR SER TR 0.1%
Value ($000) $278 Shares 2,364 Est. Cost $117.60 Unrealized
CDW CDW CORP 0.1%
Value ($000) $274 Shares 1,505 Est. Cost $162.84 Unrealized +9.9%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $273 Shares 2,018 Est. Cost $137.30 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $266 Shares 1,078 Est. Cost $247.24 Unrealized
JVAL J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $266 Shares 7,481 Est. Cost $35.56 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $265 Shares 2,236 Est. Cost $107.28 Unrealized +5.8%
LOW LOWES COS INC 0.1%
Value ($000) $265 Shares 1,306 Est. Cost $179.51 Unrealized +2.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $264 Shares 781 Est. Cost $345.10 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $262 Shares 4,411 Est. Cost $47.59 Unrealized -1.9%
SOXX ISHARES TR 0.1%
Value ($000) $259 Shares 581 Est. Cost $445.78 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $258 Shares 831 Est. Cost $314.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $256 Shares 1,059 Est. Cost $209.30 Unrealized +3.1%
ARKQ ARK ETF TR 0.1%
Value ($000) $255 Shares 3,265 Est. Cost $78.10 Unrealized
CPRT COPART INC 0.1%
Value ($000) $255 Shares 1,835 Est. Cost $31.00 Unrealized +15.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $254 Shares 989 Est. Cost $260.73 Unrealized -5.3%
PFE PFIZER INC 0.1%
Value ($000) $254 Shares 5,902 Est. Cost $35.67 Unrealized 0.0%
THO THOR INDS INC 0.1%
Value ($000) $253 Shares 2,057 Est. Cost $114.32 Unrealized -9.0%
INMB INMUNE BIO INC 0.1%
Value ($000) $249 Shares 12,830 Est. Cost $13.97 Unrealized +38.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $248 Shares 1,632 Est. Cost $125.21 Unrealized +13.1%
IWP ISHARES TR 0.1%
Value ($000) $244 Shares 2,181 Est. Cost $111.88 Unrealized
COOPER COS INC 0.1%
Value ($000) $243 Shares 587 Est. Cost $395.57 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $242 Shares 1,650 Est. Cost $184.30 Unrealized -25.5%
NDSN NORDSON CORP 0.1%
Value ($000) $236 Shares 990 Est. Cost $201.02 Unrealized +9.2%
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $236 Shares 5,274 Est. Cost $44.74 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $234 Shares 1,569 Est. Cost $133.92 Unrealized +11.4%
LQD ISHARES TR 0.1%
Value ($000) $233 Shares 1,752 Est. Cost $134.42 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $231 Shares 590 Est. Cost $369.03 Unrealized +4.3%
EFX EQUIFAX INC 0.1%
Value ($000) $230 Shares 905 Est. Cost $216.27 Unrealized +16.4%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $227 Shares 851 Est. Cost $221.28 Unrealized +12.4%
CRM SALESFORCE COM INC 0.1%
Value ($000) $226 Shares 835 Est. Cost $250.91 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $223 Shares 858 Est. Cost $263.52 Unrealized +7.4%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $223 Shares 14,862 Est. Cost $15.33 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $221 Shares 638 Est. Cost $338.54 Unrealized -5.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $220 Shares 1,755 Est. Cost $102.35 Unrealized +11.6%
JNK SPDR SER TR 0.1%
Value ($000) $220 Shares 2,011 Est. Cost $110.01 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $219 Shares 2,007 Est. Cost $125.54 Unrealized -5.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $217 Shares 3,705 Est. Cost $47.05 Unrealized -4.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $214 Shares 4,617 Est. Cost $40.01 Unrealized +3.9%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $213 Shares 1,229 Est. Cost $150.03 Unrealized +3.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $210 Shares 3,568 Est. Cost $50.00 Unrealized -3.1%
AMGN AMGEN INC 0.1%
Value ($000) $208 Shares 976 Est. Cost $212.50 Unrealized -5.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $205 Shares 589 Est. Cost $362.28 Unrealized -2.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $205 Shares 1,022 Est. Cost $176.27 Unrealized +6.5%
WRB BERKLEY W R CORP 0.1%
Value ($000) $203 Shares 2,764 Est. Cost $30.80 Unrealized -4.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $201 Shares 3,456 Est. Cost $54.62 Unrealized +1.5%
TFF PHARMACEUTICALS INC 0.1%
Value ($000) $159 Shares 20,570 Est. Cost $11.81 Unrealized