Fundamentum, LLC Diversified Active

CIK: 0001707206 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 24, 2023

Total Value ($000): $669,048 (99.9% shares, 0.1% debt)

Holdings (159)

ITOT ISHARES TR 6.2%
Value ($000) $41,664 Shares 442,345 Est. Cost $86.61 Unrealized
DGRW WISDOMTREE TR 5.3%
Value ($000) $35,473 Shares 558,722 Est. Cost $53.62 Unrealized
BND VANGUARD BD INDEX FDS 4.1%
Value ($000) $27,466 Shares 393,611 Est. Cost $80.78 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $21,679 Shares 68,659 Est. Cost $177.29 Unrealized +83.1%
AAPL APPLE INC 3.2%
Value ($000) $21,191 Shares 123,769 Est. Cost $112.13 Unrealized +61.7%
QLTA ISHARES TR 3.1%
Value ($000) $20,635 Shares 457,751 Est. Cost $46.40 Unrealized
VUG VANGUARD INDEX FDS 2.8%
Value ($000) $18,641 Shares 68,456 Est. Cost $284.89 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $16,631 Shares 127,093 Est. Cost $109.02 Unrealized +17.8%
FLRN SPDR SER TR 2.5%
Value ($000) $16,617 Shares 540,901 Est. Cost $30.54 Unrealized
IWD ISHARES TR 2.3%
Value ($000) $15,177 Shares 99,967 Est. Cost $157.24 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $15,150 Shares 292,067 Est. Cost $54.14 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $14,917 Shares 34,737 Est. Cost $347.21 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $14,569 Shares 272,011 Est. Cost $55.19 Unrealized
LQD ISHARES TR 2.2%
Value ($000) $14,558 Shares 142,694 Est. Cost $122.64 Unrealized
SCHD SCHWAB STRATEGIC TR 2.2%
Value ($000) $14,522 Shares 205,231 Est. Cost $57.59 Unrealized
DDWM WISDOMTREE TR 2.0%
Value ($000) $13,111 Shares 430,424 Est. Cost $29.50 Unrealized
MGK VANGUARD WORLD FD 1.9%
Value ($000) $12,711 Shares 56,021 Est. Cost $148.49 Unrealized
IJH ISHARES TR 1.8%
Value ($000) $11,774 Shares 47,219 Est. Cost $248.91 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $11,341 Shares 239,863 Est. Cost $50.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $9,589 Shares 27,373 Est. Cost $226.98 Unrealized +56.3%
FLQM FRANKLIN TEMPLETON ETF TR 1.3%
Value ($000) $9,019 Shares 209,930 Est. Cost $42.96 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $8,781 Shares 60,548 Est. Cost $110.93 Unrealized +28.3%
WTPI WISDOMTREE TR 1.2%
Value ($000) $8,234 Shares 268,035 Est. Cost $31.03 Unrealized
XT ISHARES TR 1.2%
Value ($000) $8,004 Shares 153,294 Est. Cost $58.78 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $7,825 Shares 15,519 Est. Cost $334.77 Unrealized +40.4%
NFLX NETFLIX INC 1.1%
Value ($000) $7,134 Shares 18,892 Est. Cost $33.69 Unrealized +25.8%
CSCO CISCO SYS INC 1.0%
Value ($000) $6,827 Shares 126,986 Est. Cost $42.61 Unrealized +18.1%
HD HOME DEPOT INC 1.0%
Value ($000) $6,471 Shares 21,415 Est. Cost $236.95 Unrealized +27.9%
BIL SPDR SER TR 1.0%
Value ($000) $6,359 Shares 69,249 Est. Cost $91.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $6,236 Shares 142,641 Est. Cost $45.78 Unrealized
WMT WALMART INC 0.9%
Value ($000) $6,170 Shares 38,579 Est. Cost $38.73 Unrealized +33.8%
IEFA ISHARES TR 0.9%
Value ($000) $6,023 Shares 93,594 Est. Cost $64.50 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $5,971 Shares 22,217 Est. Cost $197.24 Unrealized +17.6%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $5,949 Shares 15,026 Est. Cost $355.75 Unrealized +11.4%
V VISA INC 0.9%
Value ($000) $5,891 Shares 25,613 Est. Cost $192.99 Unrealized +22.4%
PEP PEPSICO INC 0.8%
Value ($000) $5,497 Shares 32,440 Est. Cost $119.89 Unrealized +39.4%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $5,380 Shares 36,884 Est. Cost $109.75 Unrealized +31.3%
PFE PFIZER INC 0.8%
Value ($000) $5,298 Shares 159,712 Est. Cost $29.95 Unrealized +2.1%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $5,213 Shares 30,918 Est. Cost $92.63 Unrealized +57.4%
ADBE ADOBE INC 0.8%
Value ($000) $5,178 Shares 10,155 Est. Cost $450.00 Unrealized +16.6%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $5,111 Shares 89,214 Est. Cost $65.90 Unrealized -2.2%
BAC BANK AMERICA CORP 0.8%
Value ($000) $5,101 Shares 186,286 Est. Cost $26.96 Unrealized +3.2%
CRM SALESFORCE INC 0.8%
Value ($000) $5,022 Shares 24,767 Est. Cost $178.02 Unrealized +19.9%
IJR ISHARES TR 0.7%
Value ($000) $5,011 Shares 53,120 Est. Cost $98.71 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $4,713 Shares 37,077 Est. Cost $124.56 Unrealized +7.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $4,424 Shares 16,793 Est. Cost $193.19 Unrealized +39.5%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $4,341 Shares 20,844 Est. Cost $233.69 Unrealized
BA BOEING CO 0.6%
Value ($000) $4,313 Shares 22,502 Est. Cost $202.32 Unrealized +8.1%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $4,272 Shares 7,562 Est. Cost $355.86 Unrealized +49.6%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $4,066 Shares 26,107 Est. Cost $129.39 Unrealized +18.5%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $4,042 Shares 91,160 Est. Cost $40.05 Unrealized +3.6%
SBUX STARBUCKS CORP 0.6%
Value ($000) $3,922 Shares 42,973 Est. Cost $79.58 Unrealized +16.2%
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,820 Shares 20,679 Est. Cost $159.09 Unrealized +9.3%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3,659 Shares 24,526 Est. Cost $124.57 Unrealized +27.5%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,559 Shares 51,285 Est. Cost $46.93 Unrealized +43.2%
PSX PHILLIPS 66 0.5%
Value ($000) $3,321 Shares 27,641 Est. Cost $59.87 Unrealized +72.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,309 Shares 28,142 Est. Cost $99.28 Unrealized +1.7%
DE DEERE & CO 0.5%
Value ($000) $3,298 Shares 8,740 Est. Cost $395.11 Unrealized +0.7%
LNG CHENIERE ENERGY INC 0.5%
Value ($000) $3,132 Shares 18,872 Est. Cost $165.34 Unrealized -2.4%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $3,036 Shares 5,998 Est. Cost $401.88 Unrealized +31.6%
NKE NIKE INC 0.4%
Value ($000) $2,938 Shares 30,722 Est. Cost $109.84 Unrealized -10.6%
LLY ELI LILLY & CO 0.4%
Value ($000) $2,838 Shares 5,284 Est. Cost $319.02 Unrealized +58.9%
NANR SPDR INDEX SHS FDS 0.4%
Value ($000) $2,833 Shares 53,503 Est. Cost $45.83 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,820 Shares 21,389 Est. Cost $112.12 Unrealized +15.1%
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,810 Shares 35,858 Est. Cost $86.11 Unrealized -9.7%
COM DIREXION SHS ETF TR 0.4%
Value ($000) $2,776 Shares 93,483 Est. Cost $30.91 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,616 Shares 21,833 Est. Cost $42.85 Unrealized +151.7%
AVGO BROADCOM INC 0.4%
Value ($000) $2,370 Shares 2,853 Est. Cost $61.11 Unrealized +37.4%
KOMP SPDR SER TR 0.3%
Value ($000) $2,280 Shares 57,558 Est. Cost $53.04 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,243 Shares 5,712 Est. Cost $392.70 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,236 Shares 14,665 Est. Cost $120.74 Unrealized +29.2%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,181 Shares 7,695 Est. Cost $248.86 Unrealized +10.4%
ABBV ABBVIE INC 0.3%
Value ($000) $2,019 Shares 13,545 Est. Cost $91.63 Unrealized +47.7%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,975 Shares 8,937 Est. Cost $156.27 Unrealized +35.1%
MRK MERCK & CO INC 0.3%
Value ($000) $1,951 Shares 18,947 Est. Cost $90.13 Unrealized +10.8%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,798 Shares 11,307 Est. Cost $139.12 Unrealized +14.2%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,741 Shares 19,730 Est. Cost $75.56 Unrealized +10.6%
KO COCA COLA CO 0.3%
Value ($000) $1,727 Shares 30,857 Est. Cost $47.59 Unrealized +17.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,593 Shares 3,894 Est. Cost $340.25 Unrealized +22.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,552 Shares 20,649 Est. Cost $78.80 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,460 Shares 2,258 Est. Cost $675.53 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,429 Shares 8,209 Est. Cost $182.33 Unrealized -4.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,405 Shares 3,191 Est. Cost $450.68 Unrealized -6.4%
UNP UNION PAC CORP 0.2%
Value ($000) $1,295 Shares 6,359 Est. Cost $173.42 Unrealized +18.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,272 Shares 5,986 Est. Cost $187.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,185 Shares 7,599 Est. Cost $136.28 Unrealized +11.3%
SPMB SPDR SER TR 0.2%
Value ($000) $1,144 Shares 55,012 Est. Cost $21.04 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,144 Shares 47,845 Est. Cost $23.94 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,120 Shares 16,173 Est. Cost $76.44 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,100 Shares 18,950 Est. Cost $53.42 Unrealized +1.7%
IWM ISHARES TR 0.2%
Value ($000) $1,024 Shares 5,794 Est. Cost $218.84 Unrealized
MBCN MIDDLEFIELD BANC CORP 0.1%
Value ($000) $1,001 Shares 39,404 Est. Cost $24.17 Unrealized +5.0%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $999 Shares 69,728 Est. Cost $15.46 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $961 Shares 14,731 Est. Cost $64.73 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $959 Shares 6,770 Est. Cost $65.41 Unrealized +86.7%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $930 Shares 23,734 Est. Cost $41.82 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $926 Shares 2,165 Est. Cost $427.64 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $919 Shares 3,366 Est. Cost $209.33 Unrealized +24.9%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $783 Shares 52,370 Est. Cost $20.62 Unrealized
LVHD LEGG MASON ETF INVT 0.1%
Value ($000) $705 Shares 20,796 Est. Cost $35.61 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $694 Shares 2,609 Est. Cost $269.49 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $683 Shares 2,966 Est. Cost $185.53 Unrealized +24.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $681 Shares 4,157 Est. Cost $149.42 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $596 Shares 2,794 Est. Cost $123.19 Unrealized +70.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $593 Shares 3,031 Est. Cost $201.09 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $593 Shares 1,930 Est. Cost $264.22 Unrealized +15.2%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $573 Shares 1,314 Est. Cost $451.80 Unrealized -3.4%
LOW LOWES COS INC 0.1%
Value ($000) $571 Shares 2,747 Est. Cost $188.66 Unrealized +13.9%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $545 Shares 3,259 Est. Cost $115.66 Unrealized +34.4%
ORCL ORACLE CORP 0.1%
Value ($000) $531 Shares 5,011 Est. Cost $86.15 Unrealized +30.9%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $517 Shares 6,832 Est. Cost $75.66 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $508 Shares 12,090 Est. Cost $29.62 Unrealized +23.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $502 Shares 3,639 Est. Cost $136.01 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $470 Shares 1,081 Est. Cost $379.54 Unrealized +9.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $468 Shares 1,076 Est. Cost $21.62 Unrealized +107.1%
MUB ISHARES TR 0.1%
Value ($000) $460 Shares 4,487 Est. Cost $115.12 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $458 Shares 4,570 Est. Cost $101.61 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $437 Shares 17,210 Est. Cost $27.04 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $422 Shares 5,837 Est. Cost $78.38 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $422 Shares 2,229 Est. Cost $217.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $404 Shares 2,880 Est. Cost $105.83 Unrealized +24.5%
SUB ISHARES TR 0.1%
Value ($000) $381 Shares 3,708 Est. Cost $107.19 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $379 Shares 11,691 Est. Cost $41.19 Unrealized -29.6%
BX BLACKSTONE INC 0.1%
Value ($000) $377 Shares 3,517 Est. Cost $100.33 Unrealized -2.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $370 Shares 6,467 Est. Cost $60.38 Unrealized -8.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $357 Shares 2,475 Est. Cost $140.99 Unrealized +2.5%
HSY HERSHEY CO 0.1%
Value ($000) $353 Shares 1,762 Est. Cost $208.68 Unrealized 0.0%
IHDG WISDOMTREE TR 0.1%
Value ($000) $345 Shares 8,916 Est. Cost $36.96 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $345 Shares 4,939 Est. Cost $57.89 Unrealized +11.5%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $329 Shares 2,166 Est. Cost $111.83 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $319 Shares 6,366 Est. Cost $50.69 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value ($000) $318 Shares 11,200 Est. Cost $35.97 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $311 Shares 4,123 Est. Cost $73.98 Unrealized +0.8%
IWP ISHARES TR 0.0%
Value ($000) $302 Shares 3,302 Est. Cost $111.51 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $295 Shares 2,440 Est. Cost $114.56 Unrealized +2.8%
USB US BANCORP DEL 0.0%
Value ($000) $288 Shares 8,703 Est. Cost $36.50 Unrealized -11.0%
ISHARES TR 0.0%
Value ($000) $288 Shares 11,344 Est. Cost $25.21 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $281 Shares 936 Est. Cost $169.12 Unrealized +76.9%
SO SOUTHERN CO 0.0%
Value ($000) $277 Shares 4,281 Est. Cost $61.05 Unrealized +4.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $270 Shares 2,841 Est. Cost $81.69 Unrealized +3.2%
DIVY TIDAL ETF TR 0.0%
Value ($000) $263 Shares 10,561 Est. Cost $25.44 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $258 Shares 34,022 Est. Cost $8.34 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $257 Shares 2,779 Est. Cost $63.68 Unrealized +35.3%
EOG EOG RES INC 0.0%
Value ($000) $252 Shares 1,985 Est. Cost $117.17 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $235 Shares 4,126 Est. Cost $54.89 Unrealized +3.4%
TSLA TESLA INC 0.0%
Value ($000) $231 Shares 923 Est. Cost $174.45 Unrealized +47.3%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $231 Shares 1,173 Est. Cost $186.92 Unrealized +16.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $228 Shares 2,816 Est. Cost $132.13 Unrealized -36.9%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $228 Shares 10,736 Est. Cost $21.26 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $225 Shares 9,382 Est. Cost $24.03 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $225 Shares 2,180 Est. Cost $108.02 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $225 Shares 8,365 Est. Cost $32.35 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $224 Shares 1,150 Est. Cost $179.90 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $222 Shares 9,518 Est. Cost $23.34 Unrealized
UNIY WISDOMTREE TR 0.0%
Value ($000) $220 Shares 4,686 Est. Cost $48.70 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $217 Shares 875 Est. Cost $264.54 Unrealized -16.8%
GLW CORNING INC 0.0%
Value ($000) $212 Shares 6,950 Est. Cost $32.01 Unrealized -4.1%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $206 Shares 8,380 Est. Cost $21.56 Unrealized +9.4%
TU TELUS CORPORATION 0.0%
Value ($000) $169 Shares 10,362 Est. Cost $20.33 Unrealized -13.3%