Fundamentum, LLC Diversified Active

CIK: 0001707206 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 19, 2023

Total Value ($000): $559,883 (100.0% shares, 0.0% debt)

Holdings (155)

ITOT ISHARES TR 5.8%
Value ($000) $32,383 Shares 381,874 Est. Cost $85.67 Unrealized
DGRW WISDOMTREE TR 5.3%
Value ($000) $29,916 Shares 495,633 Est. Cost $52.34 Unrealized
BND VANGUARD BD INDEX FDS 4.0%
Value ($000) $22,519 Shares 313,454 Est. Cost $82.92 Unrealized
QLTA ISHARES TR 3.1%
Value ($000) $17,116 Shares 369,477 Est. Cost $46.33 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $15,977 Shares 66,621 Est. Cost $174.50 Unrealized +34.1%
AAPL APPLE INC 2.7%
Value ($000) $15,229 Shares 117,210 Est. Cost $108.98 Unrealized +29.1%
SCHD SCHWAB STRATEGIC TR 2.5%
Value ($000) $13,727 Shares 181,717 Est. Cost $55.71 Unrealized
FLRN SPDR SER TR 2.4%
Value ($000) $13,548 Shares 445,817 Est. Cost $30.52 Unrealized
BIL SPDR SER TR 2.3%
Value ($000) $13,009 Shares 142,226 Est. Cost $91.59 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $12,608 Shares 251,462 Est. Cost $54.30 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $12,325 Shares 32,079 Est. Cost $340.11 Unrealized
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $12,024 Shares 56,422 Est. Cost $288.07 Unrealized
LQD ISHARES TR 2.1%
Value ($000) $11,642 Shares 110,420 Est. Cost $127.65 Unrealized
IWD ISHARES TR 2.1%
Value ($000) $11,597 Shares 76,473 Est. Cost $158.69 Unrealized
DDWM WISDOMTREE TR 2.0%
Value ($000) $11,019 Shares 376,730 Est. Cost $29.31 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $9,496 Shares 39,259 Est. Cost $248.07 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $9,343 Shares 200,021 Est. Cost $50.74 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $8,887 Shares 50,307 Est. Cost $128.45 Unrealized +22.3%
MGK VANGUARD WORLD FD 1.6%
Value ($000) $8,806 Shares 51,178 Est. Cost $141.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $8,407 Shares 27,215 Est. Cost $222.67 Unrealized +33.4%
GOOGL ALPHABET INC 1.5%
Value ($000) $8,264 Shares 93,669 Est. Cost $106.85 Unrealized -11.7%
MINT PIMCO ETF TR 1.4%
Value ($000) $8,112 Shares 82,231 Est. Cost $101.61 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $7,557 Shares 147,474 Est. Cost $29.78 Unrealized +35.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $7,491 Shares 55,861 Est. Cost $108.10 Unrealized +8.8%
VXF VANGUARD INDEX FDS 1.3%
Value ($000) $7,146 Shares 53,785 Est. Cost $135.43 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $6,382 Shares 12,038 Est. Cost $296.93 Unrealized +68.5%
WTPI WISDOMTREE TR 1.1%
Value ($000) $6,332 Shares 210,837 Est. Cost $30.97 Unrealized
IEFA ISHARES TR 1.1%
Value ($000) $6,003 Shares 97,393 Est. Cost $64.35 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $5,955 Shares 141,876 Est. Cost $45.85 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $5,890 Shares 18,647 Est. Cost $228.75 Unrealized +22.9%
XT ISHARES TR 1.0%
Value ($000) $5,719 Shares 120,814 Est. Cost $60.47 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $5,385 Shares 29,804 Est. Cost $115.69 Unrealized +39.1%
VO VANGUARD INDEX FDS 0.9%
Value ($000) $5,183 Shares 25,428 Est. Cost $233.69 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $5,163 Shares 34,068 Est. Cost $107.18 Unrealized +21.1%
WMT WALMART INC 0.9%
Value ($000) $5,162 Shares 36,409 Est. Cost $37.99 Unrealized +20.2%
V VISA INC 0.9%
Value ($000) $5,103 Shares 24,563 Est. Cost $190.73 Unrealized +3.3%
BAC BANK AMERICA CORP 0.9%
Value ($000) $5,036 Shares 152,040 Est. Cost $26.87 Unrealized +18.0%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $4,974 Shares 14,304 Est. Cost $353.28 Unrealized -8.5%
AMGN AMGEN INC 0.9%
Value ($000) $4,957 Shares 18,874 Est. Cost $191.92 Unrealized +26.5%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $4,797 Shares 121,748 Est. Cost $41.19 Unrealized -25.3%
CSCO CISCO SYS INC 0.9%
Value ($000) $4,797 Shares 100,683 Est. Cost $41.14 Unrealized +0.8%
IJR ISHARES TR 0.8%
Value ($000) $4,453 Shares 47,056 Est. Cost $98.96 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $4,279 Shares 23,841 Est. Cost $76.92 Unrealized +99.2%
SBUX STARBUCKS CORP 0.7%
Value ($000) $4,135 Shares 41,688 Est. Cost $78.47 Unrealized +11.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,958 Shares 15,018 Est. Cost $184.67 Unrealized +32.8%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,717 Shares 17,345 Est. Cost $156.16 Unrealized +14.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $3,634 Shares 66,698 Est. Cost $55.01 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $3,373 Shares 40,152 Est. Cost $124.56 Unrealized -20.7%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,336 Shares 50,045 Est. Cost $46.11 Unrealized +25.8%
COM DIREXION SHS ETF TR 0.6%
Value ($000) $3,235 Shares 109,951 Est. Cost $30.95 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,213 Shares 27,231 Est. Cost $38.55 Unrealized +183.8%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $3,177 Shares 5,769 Est. Cost $395.33 Unrealized +32.8%
NKE NIKE INC 0.6%
Value ($000) $3,159 Shares 27,001 Est. Cost $111.08 Unrealized -14.2%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3,074 Shares 6,732 Est. Cost $337.86 Unrealized +38.7%
CRM SALESFORCE INC 0.5%
Value ($000) $2,954 Shares 22,277 Est. Cost $173.35 Unrealized -16.8%
NFLX NETFLIX INC 0.5%
Value ($000) $2,919 Shares 9,899 Est. Cost $28.05 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,893 Shares 19,581 Est. Cost $115.93 Unrealized +22.8%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,880 Shares 34,451 Est. Cost $67.15 Unrealized +9.9%
PSX PHILLIPS 66 0.5%
Value ($000) $2,771 Shares 26,620 Est. Cost $57.59 Unrealized +58.7%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,512 Shares 71,821 Est. Cost $40.84 Unrealized -26.4%
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $2,386 Shares 15,909 Est. Cost $167.33 Unrealized 0.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,362 Shares 30,389 Est. Cost $87.85 Unrealized -16.4%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $2,228 Shares 7,228 Est. Cost $247.22 Unrealized +5.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $2,227 Shares 6,619 Est. Cost $407.04 Unrealized -21.4%
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,186 Shares 23,458 Est. Cost $56.82 Unrealized +51.3%
UNP UNION PAC CORP 0.4%
Value ($000) $2,119 Shares 10,230 Est. Cost $172.26 Unrealized +10.4%
NANR SPDR INDEX SHS FDS 0.4%
Value ($000) $2,088 Shares 38,515 Est. Cost $43.11 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,031 Shares 12,945 Est. Cost $117.08 Unrealized +30.8%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $2,027 Shares 8,170 Est. Cost $151.12 Unrealized +51.4%
KOMP SPDR SER TR 0.3%
Value ($000) $1,941 Shares 49,241 Est. Cost $54.82 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,879 Shares 11,626 Est. Cost $84.27 Unrealized +62.8%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,870 Shares 26,258 Est. Cost $132.06 Unrealized -39.5%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,741 Shares 3,191 Est. Cost $450.68 Unrealized +9.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,707 Shares 12,115 Est. Cost $104.05 Unrealized +18.3%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,663 Shares 10,064 Est. Cost $136.56 Unrealized +11.2%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,657 Shares 16,086 Est. Cost $73.63 Unrealized +15.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,629 Shares 3,349 Est. Cost $325.30 Unrealized +31.1%
KO COCA COLA CO 0.3%
Value ($000) $1,617 Shares 25,417 Est. Cost $45.71 Unrealized +20.1%
GOOG ALPHABET INC 0.3%
Value ($000) $1,616 Shares 18,207 Est. Cost $109.32 Unrealized -13.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,584 Shares 9,112 Est. Cost $133.65 Unrealized +10.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,549 Shares 17,831 Est. Cost $132.13 Unrealized -29.3%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,521 Shares 7,303 Est. Cost $182.39 Unrealized +15.7%
BLACKROCK INC 0.3%
Value ($000) $1,418 Shares 2,000 Est. Cost $675.81 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,388 Shares 7,957 Est. Cost $218.84 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,216 Shares 8,959 Est. Cost $114.48 Unrealized -1.5%
IWR ISHARES TR 0.2%
Value ($000) $1,187 Shares 17,593 Est. Cost $76.44 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,159 Shares 3,166 Est. Cost $215.57 Unrealized +60.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,138 Shares 5,953 Est. Cost $186.28 Unrealized
MBCN MIDDLEFIELD BANC CORP 0.2%
Value ($000) $1,080 Shares 39,404 Est. Cost $24.17 Unrealized +6.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,042 Shares 9,474 Est. Cost $102.11 Unrealized +6.6%
DE DEERE & CO 0.2%
Value ($000) $1,041 Shares 2,427 Est. Cost $388.70 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,036 Shares 13,758 Est. Cost $80.12 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,007 Shares 23,085 Est. Cost $36.92 Unrealized -0.6%
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $987 Shares 40,951 Est. Cost $23.90 Unrealized
BA BOEING CO 0.2%
Value ($000) $975 Shares 5,117 Est. Cost $163.57 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $898 Shares 2,348 Est. Cost $427.64 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $895 Shares 19,578 Est. Cost $29.50 Unrealized +18.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $894 Shares 11,342 Est. Cost $65.47 Unrealized +6.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $857 Shares 11,911 Est. Cost $50.93 Unrealized +28.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $800 Shares 6,307 Est. Cost $60.36 Unrealized +89.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $785 Shares 53,106 Est. Cost $20.62 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $718 Shares 6,470 Est. Cost $71.77 Unrealized +29.3%
SPMB SPDR SER TR 0.1%
Value ($000) $659 Shares 30,360 Est. Cost $21.70 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $653 Shares 24,050 Est. Cost $27.04 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $574 Shares 2,605 Est. Cost $178.25 Unrealized +10.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $548 Shares 5,709 Est. Cost $68.15 Unrealized +24.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $546 Shares 12,452 Est. Cost $43.81 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $545 Shares 2,543 Est. Cost $270.12 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $539 Shares 964 Est. Cost $44.90 Unrealized +6.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $523 Shares 4,792 Est. Cost $124.27 Unrealized -21.6%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $522 Shares 2,997 Est. Cost $201.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $514 Shares 4,132 Est. Cost $149.34 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $504 Shares 3,208 Est. Cost $123.19 Unrealized +19.3%
INTC INTEL CORP 0.1%
Value ($000) $504 Shares 19,052 Est. Cost $45.86 Unrealized -41.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $490 Shares 4,439 Est. Cost $96.28 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $462 Shares 2,321 Est. Cost $183.10 Unrealized +2.8%
MUB ISHARES TR 0.1%
Value ($000) $435 Shares 4,122 Est. Cost $115.75 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $429 Shares 1,792 Est. Cost $163.37 Unrealized +26.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $425 Shares 2,314 Est. Cost $217.12 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $413 Shares 1,705 Est. Cost $170.05 Unrealized +29.8%
SUB ISHARES TR 0.1%
Value ($000) $385 Shares 3,689 Est. Cost $107.19 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $379 Shares 2,185 Est. Cost $138.24 Unrealized +15.1%
IJK ISHARES TR 0.1%
Value ($000) $372 Shares 5,451 Est. Cost $78.67 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $365 Shares 2,599 Est. Cost $134.40 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $355 Shares 1,732 Est. Cost $186.92 Unrealized +8.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $353 Shares 7,040 Est. Cost $50.69 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $346 Shares 3,572 Est. Cost $108.07 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $339 Shares 5,337 Est. Cost $63.16 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $333 Shares 11,200 Est. Cost $35.97 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $315 Shares 3,764 Est. Cost $111.51 Unrealized
LVHD LEGG MASON ETF INVT 0.1%
Value ($000) $312 Shares 8,205 Est. Cost $37.62 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $311 Shares 3,774 Est. Cost $82.49 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $303 Shares 876 Est. Cost $460.60 Unrealized -27.4%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $302 Shares 3,251 Est. Cost $74.47 Unrealized +12.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $296 Shares 7,599 Est. Cost $50.27 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $290 Shares 8,851 Est. Cost $34.60 Unrealized -13.5%
BOND PIMCO ETF TR 0.1%
Value ($000) $289 Shares 3,194 Est. Cost $105.88 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $287 Shares 2,166 Est. Cost $111.83 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $279 Shares 3,757 Est. Cost $100.33 Unrealized -21.6%
SO SOUTHERN CO 0.0%
Value ($000) $279 Shares 3,902 Est. Cost $61.12 Unrealized -2.5%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $276 Shares 4,260 Est. Cost $64.74 Unrealized -0.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $274 Shares 2,707 Est. Cost $63.18 Unrealized +28.7%
WPC WP CAREY INC 0.0%
Value ($000) $250 Shares 3,197 Est. Cost $78.17 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $245 Shares 6,878 Est. Cost $35.63 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $244 Shares 3,243 Est. Cost $81.74 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $243 Shares 2,214 Est. Cost $112.56 Unrealized -13.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $226 Shares 851 Est. Cost $266.79 Unrealized -14.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $221 Shares 12,370 Est. Cost $19.44 Unrealized -12.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $217 Shares 2,008 Est. Cost $108.21 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $217 Shares 4,113 Est. Cost $52.02 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $212 Shares 1,250 Est. Cost $174.12 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $207 Shares 2,538 Est. Cost $73.20 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $206 Shares 1,144 Est. Cost $179.90 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $203 Shares 7,689 Est. Cost $20.94 Unrealized 0.0%
BERKSHIRE GREY INC 0.0%
Value ($000) $58 Shares 96,276 Est. Cost $7.03 Unrealized