Fundamentum, LLC Diversified Active

CIK: 0001707206 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 18, 2023

Total Value ($000): $651,569 (100.0% shares, 0.0% debt)

Holdings (167)

ITOT ISHARES TR 6.5%
Value ($000) $42,408 Shares 433,439 Est. Cost $86.46 Unrealized
DGRW WISDOMTREE TR 5.4%
Value ($000) $35,349 Shares 530,281 Est. Cost $53.09 Unrealized
BND VANGUARD BD INDEX FDS 4.2%
Value ($000) $27,106 Shares 372,901 Est. Cost $81.39 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $23,495 Shares 68,991 Est. Cost $177.29 Unrealized +73.3%
AAPL APPLE INC 3.6%
Value ($000) $23,337 Shares 120,312 Est. Cost $110.14 Unrealized +56.2%
QLTA ISHARES TR 3.1%
Value ($000) $20,394 Shares 432,257 Est. Cost $46.47 Unrealized
VUG VANGUARD INDEX FDS 2.5%
Value ($000) $16,139 Shares 57,036 Est. Cost $287.41 Unrealized
FLRN SPDR SER TR 2.4%
Value ($000) $15,639 Shares 509,577 Est. Cost $30.53 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $15,162 Shares 278,669 Est. Cost $54.25 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $15,084 Shares 33,843 Est. Cost $345.04 Unrealized
SCHD SCHWAB STRATEGIC TR 2.2%
Value ($000) $14,336 Shares 197,409 Est. Cost $57.07 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $13,899 Shares 251,201 Est. Cost $55.33 Unrealized
LQD ISHARES TR 2.1%
Value ($000) $13,725 Shares 126,919 Est. Cost $125.21 Unrealized
MGK VANGUARD WORLD FD 2.0%
Value ($000) $13,193 Shares 56,062 Est. Cost $148.49 Unrealized
GOOGL ALPHABET INC 2.0%
Value ($000) $13,114 Shares 109,556 Est. Cost $105.92 Unrealized +7.9%
IWD ISHARES TR 2.0%
Value ($000) $12,886 Shares 81,646 Est. Cost $158.46 Unrealized
DDWM WISDOMTREE TR 2.0%
Value ($000) $12,862 Shares 411,570 Est. Cost $29.46 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $10,872 Shares 229,277 Est. Cost $50.35 Unrealized
IJH ISHARES TR 1.6%
Value ($000) $10,681 Shares 40,846 Est. Cost $248.84 Unrealized
BIL SPDR SER TR 1.5%
Value ($000) $9,618 Shares 104,751 Est. Cost $91.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $9,029 Shares 26,479 Est. Cost $222.67 Unrealized +46.6%
VXF VANGUARD INDEX FDS 1.4%
Value ($000) $8,852 Shares 59,474 Est. Cost $136.23 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $8,738 Shares 52,788 Est. Cost $129.39 Unrealized +15.1%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $8,372 Shares 57,560 Est. Cost $109.30 Unrealized +18.6%
WTPI WISDOMTREE TR 1.2%
Value ($000) $8,116 Shares 250,471 Est. Cost $31.06 Unrealized
XT ISHARES TR 1.1%
Value ($000) $7,095 Shares 127,606 Est. Cost $60.10 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $7,009 Shares 14,583 Est. Cost $326.10 Unrealized +42.6%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $6,350 Shares 137,496 Est. Cost $45.86 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $6,306 Shares 93,426 Est. Cost $64.50 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $6,067 Shares 19,531 Est. Cost $230.58 Unrealized +19.9%
NFLX NETFLIX INC 0.9%
Value ($000) $5,984 Shares 13,584 Est. Cost $30.29 Unrealized +21.6%
WMT WALMART INC 0.9%
Value ($000) $5,834 Shares 37,113 Est. Cost $38.22 Unrealized +28.1%
V VISA INC 0.9%
Value ($000) $5,781 Shares 24,341 Est. Cost $190.73 Unrealized +17.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $5,762 Shares 111,372 Est. Cost $41.53 Unrealized +9.6%
PEP PEPSICO INC 0.9%
Value ($000) $5,662 Shares 30,570 Est. Cost $117.00 Unrealized +45.8%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $5,570 Shares 14,163 Est. Cost $353.28 Unrealized +4.7%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $5,385 Shares 35,485 Est. Cost $108.39 Unrealized +30.4%
PFE PFIZER INC 0.8%
Value ($000) $5,134 Shares 139,956 Est. Cost $29.87 Unrealized +11.2%
BAC BANK AMERICA CORP 0.8%
Value ($000) $5,038 Shares 175,590 Est. Cost $26.91 Unrealized -1.1%
AMZN AMAZON COM INC 0.8%
Value ($000) $4,965 Shares 38,084 Est. Cost $124.56 Unrealized -8.3%
IJR ISHARES TR 0.8%
Value ($000) $4,956 Shares 49,737 Est. Cost $99.01 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $4,802 Shares 16,092 Est. Cost $189.86 Unrealized +43.8%
CRM SALESFORCE INC 0.7%
Value ($000) $4,623 Shares 21,885 Est. Cost $173.35 Unrealized +16.3%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $4,596 Shares 20,875 Est. Cost $233.69 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $4,544 Shares 20,467 Est. Cost $194.28 Unrealized +10.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $4,000 Shares 25,419 Est. Cost $81.13 Unrealized +76.6%
SBUX STARBUCKS CORP 0.6%
Value ($000) $3,999 Shares 40,370 Est. Cost $78.75 Unrealized +23.5%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,933 Shares 22,579 Est. Cost $121.61 Unrealized +28.4%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,858 Shares 7,166 Est. Cost $346.12 Unrealized +40.7%
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,757 Shares 18,105 Est. Cost $156.99 Unrealized +11.8%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $3,596 Shares 49,301 Est. Cost $46.11 Unrealized +48.6%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $3,528 Shares 84,904 Est. Cost $39.94 Unrealized -8.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $3,152 Shares 6,445 Est. Cost $407.04 Unrealized -1.0%
NKE NIKE INC 0.5%
Value ($000) $3,046 Shares 27,602 Est. Cost $111.15 Unrealized +0.2%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,023 Shares 40,737 Est. Cost $67.66 Unrealized +3.5%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $2,976 Shares 5,704 Est. Cost $395.33 Unrealized +35.4%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2,947 Shares 33,453 Est. Cost $86.71 Unrealized -8.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,905 Shares 27,088 Est. Cost $99.21 Unrealized +0.4%
BA BOEING CO 0.4%
Value ($000) $2,762 Shares 13,078 Est. Cost $190.44 Unrealized +9.1%
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $2,704 Shares 17,746 Est. Cost $165.59 Unrealized -10.6%
COM DIREXION SHS ETF TR 0.4%
Value ($000) $2,663 Shares 90,475 Est. Cost $30.95 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,547 Shares 26,708 Est. Cost $58.35 Unrealized +51.7%
KOMP SPDR SER TR 0.4%
Value ($000) $2,484 Shares 55,684 Est. Cost $53.50 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,433 Shares 14,028 Est. Cost $119.13 Unrealized +33.3%
AVGO BROADCOM INC 0.4%
Value ($000) $2,370 Shares 2,732 Est. Cost $60.10 Unrealized +14.4%
GOOG ALPHABET INC 0.3%
Value ($000) $2,270 Shares 18,761 Est. Cost $109.74 Unrealized +4.7%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,192 Shares 7,317 Est. Cost $247.52 Unrealized +7.2%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,142 Shares 20,668 Est. Cost $39.19 Unrealized +141.1%
NANR SPDR INDEX SHS FDS 0.3%
Value ($000) $2,131 Shares 41,360 Est. Cost $43.75 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,059 Shares 17,847 Est. Cost $89.53 Unrealized +16.7%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,942 Shares 10,785 Est. Cost $138.17 Unrealized +15.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,856 Shares 10,352 Est. Cost $136.28 Unrealized +13.4%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,831 Shares 8,511 Est. Cost $153.53 Unrealized +33.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,797 Shares 25,996 Est. Cost $57.89 Unrealized +11.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,728 Shares 3,754 Est. Cost $337.46 Unrealized +27.9%
KO COCA COLA CO 0.3%
Value ($000) $1,713 Shares 28,449 Est. Cost $46.90 Unrealized +22.3%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,698 Shares 3,619 Est. Cost $232.63 Unrealized +76.9%
ABBV ABBVIE INC 0.3%
Value ($000) $1,695 Shares 12,579 Est. Cost $88.28 Unrealized +51.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,643 Shares 24,616 Est. Cost $130.62 Unrealized -47.9%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,535 Shares 7,840 Est. Cost $182.68 Unrealized -1.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,533 Shares 20,288 Est. Cost $78.86 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,504 Shares 16,760 Est. Cost $74.15 Unrealized +14.8%
BLACKROCK INC 0.2%
Value ($000) $1,489 Shares 2,154 Est. Cost $676.92 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,464 Shares 16,397 Est. Cost $132.13 Unrealized -30.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,454 Shares 3,191 Est. Cost $450.68 Unrealized -3.7%
UNP UNION PAC CORP 0.2%
Value ($000) $1,257 Shares 6,142 Est. Cost $172.26 Unrealized +8.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,252 Shares 5,684 Est. Cost $186.28 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,181 Shares 16,173 Est. Cost $76.44 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,158 Shares 47,896 Est. Cost $23.94 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,085 Shares 5,794 Est. Cost $218.84 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,076 Shares 2,656 Est. Cost $388.59 Unrealized -5.3%
MBCN MIDDLEFIELD BANC CORP 0.2%
Value ($000) $1,056 Shares 39,404 Est. Cost $24.17 Unrealized -0.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,043 Shares 16,313 Est. Cost $53.27 Unrealized +10.6%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1,040 Shares 69,728 Est. Cost $15.46 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $959 Shares 2,163 Est. Cost $427.64 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $911 Shares 11,831 Est. Cost $65.69 Unrealized +11.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $771 Shares 6,575 Est. Cost $63.73 Unrealized +68.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $722 Shares 4,155 Est. Cost $149.42 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $720 Shares 6,045 Est. Cost $103.55 Unrealized +4.6%
IWF ISHARES TR 0.1%
Value ($000) $718 Shares 2,609 Est. Cost $269.49 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $712 Shares 52,370 Est. Cost $20.62 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $694 Shares 2,773 Est. Cost $182.43 Unrealized +20.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $627 Shares 13,839 Est. Cost $29.62 Unrealized +23.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $612 Shares 3,020 Est. Cost $201.09 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $608 Shares 14,704 Est. Cost $43.43 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $588 Shares 1,906 Est. Cost $263.71 Unrealized +6.1%
ETN EATON CORP PLC 0.1%
Value ($000) $580 Shares 2,883 Est. Cost $123.19 Unrealized +38.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $533 Shares 1,199 Est. Cost $453.25 Unrealized -2.3%
LOW LOWES COS INC 0.1%
Value ($000) $522 Shares 2,313 Est. Cost $183.73 Unrealized +7.6%
MINT PIMCO ETF TR 0.1%
Value ($000) $520 Shares 5,216 Est. Cost $101.61 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $482 Shares 18,318 Est. Cost $27.04 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $479 Shares 3,259 Est. Cost $115.66 Unrealized +20.5%
MUB ISHARES TR 0.1%
Value ($000) $478 Shares 4,479 Est. Cost $115.12 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $477 Shares 1,126 Est. Cost $21.62 Unrealized +53.4%
EFAV ISHARES TR 0.1%
Value ($000) $468 Shares 6,935 Est. Cost $64.17 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $463 Shares 12,459 Est. Cost $41.19 Unrealized -24.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $463 Shares 1,881 Est. Cost $168.16 Unrealized +27.1%
MCK MCKESSON CORP 0.1%
Value ($000) $461 Shares 1,080 Est. Cost $379.54 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 2,269 Est. Cost $217.12 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $450 Shares 2,656 Est. Cost $140.99 Unrealized +7.3%
ORCL ORACLE CORP 0.1%
Value ($000) $442 Shares 3,714 Est. Cost $76.86 Unrealized +30.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $431 Shares 3,029 Est. Cost $135.61 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $429 Shares 5,722 Est. Cost $78.50 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $420 Shares 10,451 Est. Cost $36.96 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $418 Shares 1,241 Est. Cost $416.90 Unrealized -27.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $391 Shares 2,834 Est. Cost $114.56 Unrealized +9.8%
SUB ISHARES TR 0.1%
Value ($000) $385 Shares 3,701 Est. Cost $107.19 Unrealized
LVHD LEGG MASON ETF INVT 0.1%
Value ($000) $370 Shares 10,085 Est. Cost $37.45 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $364 Shares 5,855 Est. Cost $60.93 Unrealized -0.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $361 Shares 2,695 Est. Cost $104.05 Unrealized +13.5%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $339 Shares 2,166 Est. Cost $111.83 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $332 Shares 11,200 Est. Cost $35.97 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $327 Shares 3,517 Est. Cost $100.33 Unrealized -20.1%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $326 Shares 6,499 Est. Cost $50.69 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $321 Shares 4,566 Est. Cost $61.05 Unrealized +7.0%
SPMB SPDR SER TR 0.0%
Value ($000) $321 Shares 14,640 Est. Cost $21.70 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $319 Shares 3,302 Est. Cost $111.51 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $309 Shares 4,084 Est. Cost $73.98 Unrealized -6.3%
BOND PIMCO ETF TR 0.0%
Value ($000) $304 Shares 3,320 Est. Cost $105.35 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $295 Shares 1,027 Est. Cost $169.12 Unrealized +44.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $276 Shares 4,407 Est. Cost $54.89 Unrealized +4.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $268 Shares 2,748 Est. Cost $63.43 Unrealized +33.2%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $265 Shares 34,022 Est. Cost $8.34 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $264 Shares 2,994 Est. Cost $81.69 Unrealized -10.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $264 Shares 1,173 Est. Cost $186.92 Unrealized +7.4%
GLW CORNING INC 0.0%
Value ($000) $260 Shares 7,416 Est. Cost $32.01 Unrealized -4.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $259 Shares 6,358 Est. Cost $49.43 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $259 Shares 1,737 Est. Cost $142.42 Unrealized -3.6%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $254 Shares 9,518 Est. Cost $21.56 Unrealized +3.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $252 Shares 8,365 Est. Cost $32.35 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $250 Shares 7,579 Est. Cost $37.09 Unrealized -23.4%
TSLA TESLA INC 0.0%
Value ($000) $250 Shares 956 Est. Cost $174.45 Unrealized +14.6%
WPC WP CAREY INC 0.0%
Value ($000) $250 Shares 3,701 Est. Cost $78.03 Unrealized
ISHARES TR 0.0%
Value ($000) $247 Shares 9,785 Est. Cost $25.19 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $247 Shares 4,938 Est. Cost $52.10 Unrealized +0.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 1,149 Est. Cost $179.90 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $235 Shares 2,805 Est. Cost $76.08 Unrealized -3.8%
TU TELUS CORPORATION 0.0%
Value ($000) $233 Shares 11,949 Est. Cost $20.33 Unrealized -1.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $231 Shares 2,174 Est. Cost $108.02 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $229 Shares 2,530 Est. Cost $85.08 Unrealized +2.6%
UNIY WISDOMTREE TR 0.0%
Value ($000) $228 Shares 4,676 Est. Cost $48.70 Unrealized
KELLOGG CO 0.0%
Value ($000) $222 Shares 3,297 Est. Cost $57.31 Unrealized +1.7%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $215 Shares 3,470 Est. Cost $64.73 Unrealized -7.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $210 Shares 875 Est. Cost $264.54 Unrealized -21.1%
DIVY TIDAL ETF TR 0.0%
Value ($000) $208 Shares 8,217 Est. Cost $25.60 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $205 Shares 5,681 Est. Cost $30.38 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $203 Shares 1,783 Est. Cost $115.48 Unrealized -11.3%