FLC Capital Advisors Diversified Active

CIK: 0001713697 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $433,418 (100.0% shares, 0.0% debt)

Holdings (172)

SCHG SCHWAB STRATEGIC TR 7.1%
Value ($000) $30,590 Shares 293,628 Est. Cost $58.61 Unrealized
VTV VANGUARD INDEX FDS 6.8%
Value ($000) $29,436 Shares 168,622 Est. Cost $142.44 Unrealized
SCHR SCHWAB STRATEGIC TR 6.7%
Value ($000) $28,850 Shares 570,155 Est. Cost $50.53 Unrealized
SCHO SCHWAB STRATEGIC TR 6.6%
Value ($000) $28,542 Shares 582,723 Est. Cost $48.38 Unrealized
SCHZ SCHWAB STRATEGIC TR 5.7%
Value ($000) $24,661 Shares 518,968 Est. Cost $45.64 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $17,136 Shares 73,544 Est. Cost $94.88 Unrealized +133.9%
SCHF SCHWAB STRATEGIC TR 3.6%
Value ($000) $15,634 Shares 380,214 Est. Cost $33.64 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $11,225 Shares 237,767 Est. Cost $45.49 Unrealized
IWF ISHARES TR 2.4%
Value ($000) $10,218 Shares 27,221 Est. Cost $143.90 Unrealized
EMXC ISHARES INC 2.2%
Value ($000) $9,380 Shares 153,491 Est. Cost $55.37 Unrealized
MRK MERCK & CO INC 2.1%
Value ($000) $9,256 Shares 81,505 Est. Cost $61.46 Unrealized +83.8%
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,980 Shares 20,868 Est. Cost $177.54 Unrealized +138.3%
VCIT VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $8,242 Shares 98,418 Est. Cost $78.53 Unrealized
VO VANGUARD INDEX FDS 1.8%
Value ($000) $7,918 Shares 30,010 Est. Cost $209.14 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.8%
Value ($000) $7,796 Shares 120,203 Est. Cost $52.89 Unrealized
CVX CHEVRON CORP NEW 1.6%
Value ($000) $6,925 Shares 47,022 Est. Cost $113.15 Unrealized +23.7%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $6,171 Shares 27,914 Est. Cost $100.52 Unrealized +88.0%
IVV ISHARES TR 1.4%
Value ($000) $6,072 Shares 10,527 Est. Cost $321.36 Unrealized
XAR SPDR SER TR 1.3%
Value ($000) $5,722 Shares 36,369 Est. Cost $132.91 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $5,501 Shares 29,521 Est. Cost $124.88 Unrealized +46.1%
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,368 Shares 63,498 Est. Cost $49.20 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $5,133 Shares 43,788 Est. Cost $62.47 Unrealized +76.1%
GOOGL ALPHABET INC 1.1%
Value ($000) $4,946 Shares 29,824 Est. Cost $107.87 Unrealized +54.6%
META META PLATFORMS INC 1.1%
Value ($000) $4,662 Shares 8,144 Est. Cost $188.92 Unrealized +171.1%
VWOB VANGUARD WHITEHALL FDS 1.0%
Value ($000) $4,523 Shares 68,145 Est. Cost $62.10 Unrealized
SPHY SPDR SER TR 1.0%
Value ($000) $4,487 Shares 186,553 Est. Cost $23.37 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value ($000) $4,429 Shares 22,361 Est. Cost $103.16 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $4,098 Shares 24,513 Est. Cost $109.37 Unrealized +53.8%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $4,009 Shares 19,011 Est. Cost $93.95 Unrealized +118.2%
ENB ENBRIDGE INC 0.9%
Value ($000) $3,923 Shares 96,594 Est. Cost $26.61 Unrealized +33.5%
ESGU ISHARES TR 0.9%
Value ($000) $3,685 Shares 29,203 Est. Cost $80.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.8%
Value ($000) $3,256 Shares 111,860 Est. Cost $24.94 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $3,201 Shares 26,356 Est. Cost $95.53 Unrealized +23.6%
WMT WALMART INC 0.7%
Value ($000) $3,058 Shares 37,875 Est. Cost $48.31 Unrealized +50.1%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $3,025 Shares 10,683 Est. Cost $139.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,994 Shares 6,506 Est. Cost $231.44 Unrealized +91.1%
IJH ISHARES TR 0.7%
Value ($000) $2,873 Shares 46,095 Est. Cost $83.39 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $2,854 Shares 7,297 Est. Cost $118.40 Unrealized +186.1%
SHV ISHARES TR 0.6%
Value ($000) $2,448 Shares 22,129 Est. Cost $110.05 Unrealized
BIL SPDR SER TR 0.5%
Value ($000) $2,009 Shares 21,887 Est. Cost $91.45 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,916 Shares 11,822 Est. Cost $118.15 Unrealized +29.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,862 Shares 10,950 Est. Cost $84.51 Unrealized +102.5%
VTEC VANGUARD CALIF TAX FREE FDS 0.4%
Value ($000) $1,782 Shares 17,578 Est. Cost $99.49 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,772 Shares 14,597 Est. Cost $62.04 Unrealized +77.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.4%
Value ($000) $1,708 Shares 15,075 Est. Cost $63.89 Unrealized
SUB ISHARES TR 0.4%
Value ($000) $1,652 Shares 15,553 Est. Cost $106.09 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,504 Shares 37,912 Est. Cost $25.32 Unrealized +53.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,379 Shares 4,035 Est. Cost $73.89 Unrealized +127.8%
ITA ISHARES TR 0.3%
Value ($000) $1,326 Shares 8,864 Est. Cost $123.26 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,322 Shares 7,611 Est. Cost $80.59 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,312 Shares 10,828 Est. Cost $66.46 Unrealized +67.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,192 Shares 12,392 Est. Cost $94.88 Unrealized -4.5%
IJR ISHARES TR 0.3%
Value ($000) $1,191 Shares 10,187 Est. Cost $75.73 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,146 Shares 1,293 Est. Cost $402.98 Unrealized +113.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,131 Shares 21,254 Est. Cost $39.44 Unrealized +18.6%
PFE PFIZER INC 0.3%
Value ($000) $1,122 Shares 38,772 Est. Cost $27.89 Unrealized -4.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,109 Shares 13,120 Est. Cost $60.35 Unrealized +24.0%
NFLX NETFLIX INC 0.3%
Value ($000) $1,097 Shares 1,547 Est. Cost $38.98 Unrealized +71.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,005 Shares 1,905 Est. Cost $376.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,003 Shares 1,716 Est. Cost $238.06 Unrealized +130.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,000 Shares 1,129 Est. Cost $141.36 Unrealized +529.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $949 Shares 22,726 Est. Cost $34.20 Unrealized +10.4%
CMI CUMMINS INC 0.2%
Value ($000) $945 Shares 2,920 Est. Cost $192.50 Unrealized +49.6%
ABBV ABBVIE INC 0.2%
Value ($000) $942 Shares 4,772 Est. Cost $67.76 Unrealized +163.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $941 Shares 20,953 Est. Cost $38.67 Unrealized -0.7%
CRM SALESFORCE INC 0.2%
Value ($000) $931 Shares 3,400 Est. Cost $174.54 Unrealized +45.4%
PEP PEPSICO INC 0.2%
Value ($000) $923 Shares 5,429 Est. Cost $160.23 Unrealized +1.7%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $912 Shares 3,538 Est. Cost $240.22 Unrealized 0.0%
QUAL ISHARES TR 0.2%
Value ($000) $892 Shares 4,977 Est. Cost $81.59 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $877 Shares 8,996 Est. Cost $73.41 Unrealized +12.8%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $867 Shares 13,376 Est. Cost $63.86 Unrealized +1.1%
FFWM FIRST FNDTN INC 0.2%
Value ($000) $848 Shares 135,861 Est. Cost $11.60 Unrealized -44.8%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $836 Shares 11,120 Est. Cost $34.17 Unrealized +106.1%
UNILEVER PLC 0.2%
Value ($000) $829 Shares 12,762 Est. Cost $45.76 Unrealized
V VISA INC 0.2%
Value ($000) $804 Shares 2,924 Est. Cost $178.67 Unrealized +49.8%
FTNT FORTINET INC 0.2%
Value ($000) $799 Shares 10,305 Est. Cost $53.35 Unrealized +28.0%
MMM 3M CO 0.2%
Value ($000) $787 Shares 5,754 Est. Cost $97.11 Unrealized +22.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $784 Shares 1,587 Est. Cost $332.54 Unrealized +38.8%
TSLA TESLA INC 0.2%
Value ($000) $774 Shares 2,959 Est. Cost $192.46 Unrealized +18.5%
ADBE ADOBE INC 0.2%
Value ($000) $773 Shares 1,492 Est. Cost $357.17 Unrealized +53.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $757 Shares 4,369 Est. Cost $102.20 Unrealized +60.7%
PFFD GLOBAL X FDS 0.2%
Value ($000) $747 Shares 35,960 Est. Cost $20.17 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $735 Shares 14,396 Est. Cost $35.08 Unrealized +29.8%
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $713 Shares 15,600 Est. Cost $33.73 Unrealized +22.5%
HD HOME DEPOT INC 0.2%
Value ($000) $683 Shares 1,686 Est. Cost $172.82 Unrealized +104.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $678 Shares 15,849 Est. Cost $41.62 Unrealized -4.9%
AMGN AMGEN INC 0.2%
Value ($000) $672 Shares 2,086 Est. Cost $158.18 Unrealized +98.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $653 Shares 12,781 Est. Cost $49.68 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $645 Shares 7,404 Est. Cost $54.23 Unrealized +40.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $616 Shares 3,999 Est. Cost $95.77 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $608 Shares 1,040 Est. Cost $348.56 Unrealized +48.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $605 Shares 28,899 Est. Cost $17.57 Unrealized +3.7%
T AT&T INC 0.1%
Value ($000) $598 Shares 27,169 Est. Cost $15.41 Unrealized +21.9%
FDX FEDEX CORP 0.1%
Value ($000) $581 Shares 2,122 Est. Cost $175.47 Unrealized +60.3%
KLAC KLA CORP 0.1%
Value ($000) $578 Shares 747 Est. Cost $337.24 Unrealized +129.8%
AVGO BROADCOM INC 0.1%
Value ($000) $566 Shares 3,280 Est. Cost $149.78 Unrealized +5.5%
VLY VALLEY NATL BANCORP 0.1%
Value ($000) $562 Shares 62,003 Est. Cost $13.35 Unrealized -39.2%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $539 Shares 20,644 Est. Cost $26.10 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $521 Shares 4,914 Est. Cost $46.42 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $515 Shares 8,268 Est. Cost $67.84 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $512 Shares 2,479 Est. Cost $117.70 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $497 Shares 1,632 Est. Cost $163.53 Unrealized +63.1%
VLUE ISHARES TR 0.1%
Value ($000) $489 Shares 4,482 Est. Cost $74.87 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $486 Shares 4,218 Est. Cost $85.48 Unrealized +23.9%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $464 Shares 20,999 Est. Cost $14.82 Unrealized +34.0%
PFFV GLOBAL X FDS 0.1%
Value ($000) $460 Shares 19,132 Est. Cost $23.83 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $459 Shares 1,591 Est. Cost $213.74 Unrealized +26.7%
SPYM SPDR SER TR 0.1%
Value ($000) $457 Shares 6,776 Est. Cost $50.02 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $454 Shares 3,983 Est. Cost $65.64 Unrealized +63.1%
UNP UNION PAC CORP 0.1%
Value ($000) $432 Shares 1,752 Est. Cost $192.30 Unrealized +22.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $431 Shares 883 Est. Cost $226.93 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $427 Shares 8,295 Est. Cost $43.85 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $426 Shares 35,576 Est. Cost $11.44 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $426 Shares 476 Est. Cost $126.04 Unrealized +30.4%
HYD VANECK ETF TRUST 0.1%
Value ($000) $425 Shares 8,009 Est. Cost $51.74 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $421 Shares 8,128 Est. Cost $42.65 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $413 Shares 8,264 Est. Cost $29.27 Unrealized +51.1%
INTC INTEL CORP 0.1%
Value ($000) $404 Shares 17,222 Est. Cost $39.39 Unrealized -36.8%
LOW LOWES COS INC 0.1%
Value ($000) $404 Shares 1,490 Est. Cost $189.49 Unrealized +24.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $387 Shares 1,282 Est. Cost $198.53 Unrealized +44.3%
BARRICK GOLD CORP 0.1%
Value ($000) $385 Shares 19,360 Est. Cost $16.15 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $381 Shares 4,342 Est. Cost $58.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $370 Shares 4,109 Est. Cost $72.02 Unrealized +12.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $361 Shares 1,749 Est. Cost $124.12 Unrealized +55.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $356 Shares 2,612 Est. Cost $146.24 Unrealized -17.6%
NKE NIKE INC 0.1%
Value ($000) $346 Shares 3,918 Est. Cost $97.48 Unrealized -22.0%
SO SOUTHERN CO 0.1%
Value ($000) $346 Shares 3,840 Est. Cost $37.42 Unrealized +118.2%
EFG ISHARES TR 0.1%
Value ($000) $339 Shares 3,152 Est. Cost $91.91 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $327 Shares 2,750 Est. Cost $125.04 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $327 Shares 1,726 Est. Cost $127.53 Unrealized +35.5%
O REALTY INCOME CORP 0.1%
Value ($000) $326 Shares 5,136 Est. Cost $48.47 Unrealized +13.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $313 Shares 1,155 Est. Cost $156.99 Unrealized +56.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $303 Shares 3,400 Est. Cost $57.28 Unrealized +33.3%
IWM ISHARES TR 0.1%
Value ($000) $297 Shares 1,345 Est. Cost $164.45 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $296 Shares 8,439 Est. Cost $31.82 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $295 Shares 311 Est. Cost $814.97 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $295 Shares 2,073 Est. Cost $96.06 Unrealized +39.7%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $293 Shares 5,555 Est. Cost $43.31 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $286 Shares 2,800 Est. Cost $87.56 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $282 Shares 9,926 Est. Cost $22.02 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $280 Shares 2,089 Est. Cost $61.22 Unrealized +99.1%
NVS NOVARTIS AG 0.1%
Value ($000) $272 Shares 2,366 Est. Cost $101.56 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $262 Shares 3,645 Est. Cost $44.84 Unrealized +46.4%
OEF ISHARES TR 0.1%
Value ($000) $259 Shares 936 Est. Cost $223.39 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $257 Shares 5,028 Est. Cost $40.60 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $256 Shares 3,251 Est. Cost $75.26 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $254 Shares 5,809 Est. Cost $40.51 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $251 Shares 3,220 Est. Cost $66.73 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $245 Shares 2,000 Est. Cost $101.50 Unrealized
SAP SAP SE 0.1%
Value ($000) $243 Shares 1,059 Est. Cost $195.03 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $242 Shares 4,521 Est. Cost $48.40 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $241 Shares 560 Est. Cost $367.70 Unrealized +2.4%
MUB ISHARES TR 0.1%
Value ($000) $239 Shares 2,203 Est. Cost $108.42 Unrealized
COR CENCORA INC 0.1%
Value ($000) $236 Shares 1,048 Est. Cost $191.75 Unrealized +19.8%
EFA ISHARES TR 0.1%
Value ($000) $233 Shares 2,786 Est. Cost $75.35 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $230 Shares 1,221 Est. Cost $167.93 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $226 Shares 2,696 Est. Cost $73.07 Unrealized 0.0%
DY DYCOM INDS INC 0.1%
Value ($000) $224 Shares 1,137 Est. Cost $180.45 Unrealized 0.0%
IHI ISHARES TR 0.1%
Value ($000) $223 Shares 3,762 Est. Cost $58.59 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $219 Shares 3,672 Est. Cost $56.68 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $218 Shares 4,387 Est. Cost $49.15 Unrealized
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $218 Shares 1,304 Est. Cost $137.52 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $216 Shares 1,823 Est. Cost $102.00 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $215 Shares 1,350 Est. Cost $150.23 Unrealized +1.5%
TGT TARGET CORP 0.0%
Value ($000) $215 Shares 1,380 Est. Cost $188.25 Unrealized -25.1%
AIQ GLOBAL X FDS 0.0%
Value ($000) $213 Shares 5,731 Est. Cost $35.63 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $211 Shares 1,760 Est. Cost $119.70 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $210 Shares 2,218 Est. Cost $180.27 Unrealized -52.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $209 Shares 13,000 Est. Cost $15.73 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $208 Shares 2,000 Est. Cost $94.43 Unrealized 0.0%
NUVEEN CALIFORNIA AMT QLT MU 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $12.15 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $103 Shares 22,800 Est. Cost $4.50 Unrealized