RB Capital Management, LLC Diversified Active

CIK: 0001695582 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $316,014 (100.0% shares, 0.0% debt)

Holdings (176)

AAPL APPLE INC 15.9%
Value ($000) $50,295 Shares 305,000 Est. Cost $96.74 Unrealized +50.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.8%
Value ($000) $12,156 Shares 39,370 Est. Cost $177.90 Unrealized +73.2%
WELLS FARGO CO NEW 3.2%
Value ($000) $10,089 Shares 8,577 Est. Cost $1472.24 Unrealized
AAPL PUT 100 APPLE INC COM EXP [email protected] OPTION ROOT= AAPL 3.1%
Value ($000) $9,894 Shares 60,000 Est. Cost $96.74 Unrealized +50.4%
COST COSTCO WHSL CORP NEW 2.7%
Value ($000) $8,506 Shares 17,119 Est. Cost $170.44 Unrealized +176.5%
BANK AMERICA CORP 2.6%
Value ($000) $8,301 Shares 7,109 Est. Cost $1425.25 Unrealized
SBUX STARBUCKS CORP 2.4%
Value ($000) $7,459 Shares 71,628 Est. Cost $72.61 Unrealized +33.7%
NKE NIKE INC 2.2%
Value ($000) $6,870 Shares 56,016 Est. Cost $59.61 Unrealized +95.8%
GOOG ALPHABET INC 2.1%
Value ($000) $6,694 Shares 64,364 Est. Cost $108.06 Unrealized -11.3%
MSFT MICROSOFT CORP 2.1%
Value ($000) $6,591 Shares 22,862 Est. Cost $168.36 Unrealized +48.2%
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $6,545 Shares 15,988 Est. Cost $297.06 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $5,172 Shares 28,373 Est. Cost $113.81 Unrealized +39.4%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $5,138 Shares 18,498 Est. Cost $17.69 Unrealized +22.2%
ABT ABBOTT LABS 1.6%
Value ($000) $5,105 Shares 50,413 Est. Cost $88.44 Unrealized +13.1%
V VISA INC 1.5%
Value ($000) $4,868 Shares 21,592 Est. Cost $123.63 Unrealized +76.2%
CRM SALESFORCE INC 1.3%
Value ($000) $4,265 Shares 21,348 Est. Cost $99.99 Unrealized +66.9%
AMZN AMAZON COM INC 1.3%
Value ($000) $3,966 Shares 38,395 Est. Cost $121.98 Unrealized -20.8%
DIS DISNEY WALT CO 1.1%
Value ($000) $3,465 Shares 34,609 Est. Cost $115.39 Unrealized -14.6%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $3,437 Shares 21,063 Est. Cost $84.69 Unrealized +75.3%
VGIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $3,330 Shares 55,545 Est. Cost $60.65 Unrealized
AMGN AMGEN INC 1.0%
Value ($000) $3,249 Shares 13,438 Est. Cost $152.48 Unrealized +46.9%
KO COCA COLA CO 1.0%
Value ($000) $3,188 Shares 51,388 Est. Cost $46.05 Unrealized +20.3%
META META PLATFORMS INC 1.0%
Value ($000) $3,152 Shares 14,873 Est. Cost $156.02 Unrealized +8.4%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $3,039 Shares 23,324 Est. Cost $87.31 Unrealized +46.8%
LULU LULULEMON ATHLETICA INC 0.9%
Value ($000) $2,966 Shares 8,145 Est. Cost $185.88 Unrealized +68.7%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $2,960 Shares 8,145 Est. Cost $188.41 Unrealized +89.7%
WM WASTE MGMT INC DEL 0.9%
Value ($000) $2,870 Shares 17,586 Est. Cost $121.33 Unrealized +20.6%
IWM ISHARES TR 0.9%
Value ($000) $2,776 Shares 15,558 Est. Cost $109.84 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $2,723 Shares 26,251 Est. Cost $107.05 Unrealized -11.1%
HD HOME DEPOT INC 0.9%
Value ($000) $2,704 Shares 9,163 Est. Cost $183.24 Unrealized +55.3%
ADAMS DIVERSIFIED EQUITY FD 0.9%
Value ($000) $2,693 Shares 173,180 Est. Cost $14.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,346 Shares 4,964 Est. Cost $283.41 Unrealized +61.3%
IRM IRON MTN INC DEL 0.7%
Value ($000) $2,328 Shares 43,991 Est. Cost $26.63 Unrealized +77.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,253 Shares 14,537 Est. Cost $132.40 Unrealized +11.7%
CTAS CINTAS CORP 0.7%
Value ($000) $2,132 Shares 4,609 Est. Cost $67.98 Unrealized +58.1%
ROYCE VALUE TR INC 0.7%
Value ($000) $2,131 Shares 157,063 Est. Cost $13.84 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,131 Shares 5,530 Est. Cost $186.81 Unrealized +90.3%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,123 Shares 9,277 Est. Cost $142.38 Unrealized +62.0%
FTNT FORTINET INC 0.7%
Value ($000) $2,089 Shares 31,435 Est. Cost $56.06 Unrealized +1.4%
AVGO BROADCOM INC 0.6%
Value ($000) $2,043 Shares 3,184 Est. Cost $27.96 Unrealized +106.0%
ABBV ABBVIE INC 0.6%
Value ($000) $2,042 Shares 12,815 Est. Cost $84.79 Unrealized +62.9%
CCI CROWN CASTLE INC 0.6%
Value ($000) $2,014 Shares 15,047 Est. Cost $88.41 Unrealized +32.9%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,917 Shares 12,891 Est. Cost $78.27 Unrealized +70.2%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,833 Shares 6,556 Est. Cost $189.96 Unrealized +31.9%
BSVO EA SERIES TRUST 0.6%
Value ($000) $1,799 Shares 102,599 Est. Cost $17.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,774 Shares 3,753 Est. Cost $321.99 Unrealized +34.5%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $1,764 Shares 8,631 Est. Cost $163.75 Unrealized +15.8%
WPC WP CAREY INC 0.5%
Value ($000) $1,690 Shares 21,826 Est. Cost $71.31 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,615 Shares 23,161 Est. Cost $44.54 Unrealized +37.2%
HSY HERSHEY CO 0.5%
Value ($000) $1,604 Shares 6,306 Est. Cost $100.70 Unrealized +115.7%
TRI CONTL CORP 0.5%
Value ($000) $1,574 Shares 59,281 Est. Cost $23.94 Unrealized
AZO AUTOZONE INC 0.5%
Value ($000) $1,536 Shares 625 Est. Cost $2224.25 Unrealized +9.7%
O REALTY INCOME CORP 0.5%
Value ($000) $1,457 Shares 23,015 Est. Cost $46.68 Unrealized +18.1%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,439 Shares 56,495 Est. Cost $23.33 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,431 Shares 9,705 Est. Cost $40.12 Unrealized +14.1%
INTU INTUIT 0.4%
Value ($000) $1,406 Shares 3,155 Est. Cost $185.10 Unrealized +117.8%
VICI VICI PPTYS INC 0.4%
Value ($000) $1,351 Shares 41,423 Est. Cost $24.81 Unrealized +13.3%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,351 Shares 2,926 Est. Cost $348.27 Unrealized +26.9%
AVB AVALONBAY CMNTYS INC 0.4%
Value ($000) $1,346 Shares 8,008 Est. Cost $163.56 Unrealized -6.2%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,275 Shares 3,898 Est. Cost $234.33 Unrealized +38.1%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,268 Shares 44,349 Est. Cost $29.18 Unrealized +4.8%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,220 Shares 12,545 Est. Cost $65.72 Unrealized +32.3%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $1,213 Shares 11,228 Est. Cost $137.15 Unrealized -15.7%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,209 Shares 15,922 Est. Cost $75.49 Unrealized +1.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,163 Shares 10,609 Est. Cost $61.06 Unrealized +64.1%
PSA PUBLIC STORAGE 0.4%
Value ($000) $1,123 Shares 3,716 Est. Cost $221.28 Unrealized +17.8%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,108 Shares 8,389 Est. Cost $100.33 Unrealized +21.3%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,102 Shares 3,434 Est. Cost $314.05 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,095 Shares 5,885 Est. Cost $64.89 Unrealized +148.6%
COHEN & STEERS REIT & PFD & 0.3%
Value ($000) $1,072 Shares 54,962 Est. Cost $19.81 Unrealized
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $957 Shares 15,947 Est. Cost $50.48 Unrealized +7.5%
ROL ROLLINS INC 0.3%
Value ($000) $939 Shares 25,008 Est. Cost $27.44 Unrealized +26.6%
MSCI MSCI INC 0.3%
Value ($000) $935 Shares 1,671 Est. Cost $484.59 Unrealized +5.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $927 Shares 17,725 Est. Cost $43.54 Unrealized +3.0%
SUI SUN CMNTYS INC 0.3%
Value ($000) $855 Shares 6,068 Est. Cost $144.58 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $854 Shares 8,723 Est. Cost $64.69 Unrealized +42.7%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $844 Shares 12,162 Est. Cost $49.64 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $836 Shares 21,486 Est. Cost $35.45 Unrealized -7.8%
URI UNITED RENTALS INC 0.3%
Value ($000) $812 Shares 2,051 Est. Cost $354.97 Unrealized +14.8%
LIBERTY ALL STAR EQUITY FD 0.3%
Value ($000) $811 Shares 130,786 Est. Cost $6.52 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $809 Shares 3,901 Est. Cost $252.90 Unrealized -31.0%
PLD PROLOGIS INC. 0.3%
Value ($000) $804 Shares 6,442 Est. Cost $111.79 Unrealized +0.1%
BLACKROCK RES & COMMODITIES 0.2%
Value ($000) $784 Shares 82,160 Est. Cost $8.47 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $781 Shares 2,275 Est. Cost $95.93 Unrealized +243.9%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $744 Shares 2,820 Est. Cost $216.45 Unrealized +14.6%
DE DEERE & CO 0.2%
Value ($000) $744 Shares 1,801 Est. Cost $204.03 Unrealized +94.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $743 Shares 4,507 Est. Cost $107.32 Unrealized +49.1%
SNA SNAP ON INC 0.2%
Value ($000) $739 Shares 2,994 Est. Cost $132.32 Unrealized +71.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $722 Shares 7,482 Est. Cost $77.44 Unrealized +13.9%
NFLX NETFLIX INC 0.2%
Value ($000) $720 Shares 2,085 Est. Cost $38.74 Unrealized -14.6%
MRK MERCK & CO INC 0.2%
Value ($000) $715 Shares 6,722 Est. Cost $52.31 Unrealized +88.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $679 Shares 1,805 Est. Cost $402.34 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $654 Shares 3,420 Est. Cost $176.31 Unrealized +0.2%
ORCL ORACLE CORP 0.2%
Value ($000) $632 Shares 6,802 Est. Cost $52.85 Unrealized +60.4%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $628 Shares 3,003 Est. Cost $209.05 Unrealized -5.9%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $613 Shares 13,805 Est. Cost $40.65 Unrealized +2.2%
NUVEEN CA QUALTY MUN INCOME 0.2%
Value ($000) $589 Shares 53,525 Est. Cost $14.15 Unrealized
NDAQ NASDAQ INC 0.2%
Value ($000) $584 Shares 10,687 Est. Cost $57.33 Unrealized -3.3%
TGT TARGET CORP 0.2%
Value ($000) $582 Shares 3,515 Est. Cost $139.51 Unrealized +6.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $574 Shares 5,505 Est. Cost $107.32 Unrealized -6.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $570 Shares 7,274 Est. Cost $46.89 Unrealized +61.3%
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $565 Shares 8,415 Est. Cost $64.56 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $561 Shares 2,892 Est. Cost $91.45 Unrealized +72.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $553 Shares 7,984 Est. Cost $46.27 Unrealized +32.9%
T AT&T INC 0.2%
Value ($000) $550 Shares 28,594 Est. Cost $16.48 Unrealized -0.7%
ETN EATON CORP PLC 0.2%
Value ($000) $548 Shares 3,201 Est. Cost $92.42 Unrealized +73.3%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $539 Shares 6,687 Est. Cost $75.01 Unrealized 0.0%
BA BOEING CO 0.2%
Value ($000) $535 Shares 2,520 Est. Cost $306.75 Unrealized -32.3%
NOW SERVICENOW INC 0.2%
Value ($000) $515 Shares 1,109 Est. Cost $100.53 Unrealized -13.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $515 Shares 2,579 Est. Cost $86.34 Unrealized -1.9%
BLACKROCK MUNIHLDNGS CALI QL 0.2%
Value ($000) $502 Shares 45,419 Est. Cost $11.96 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $498 Shares 5,715 Est. Cost $53.42 Unrealized +54.6%
FDX FEDEX CORP 0.1%
Value ($000) $464 Shares 2,030 Est. Cost $187.48 Unrealized +1.7%
INTC INTEL CORP 0.1%
Value ($000) $451 Shares 13,801 Est. Cost $33.53 Unrealized -17.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $442 Shares 1,731 Est. Cost $309.11 Unrealized -20.3%
F FORD MTR CO DEL 0.1%
Value ($000) $437 Shares 34,643 Est. Cost $9.51 Unrealized +7.3%
CME CME GROUP INC 0.1%
Value ($000) $425 Shares 2,220 Est. Cost $174.22 Unrealized -7.0%
EIX EDISON INTL 0.1%
Value ($000) $422 Shares 5,974 Est. Cost $51.37 Unrealized +15.3%
LEA LEAR CORP 0.1%
Value ($000) $420 Shares 3,011 Est. Cost $126.37 Unrealized +1.2%
BROS DUTCH BROS INC 0.1%
Value ($000) $406 Shares 12,827 Est. Cost $42.21 Unrealized -19.8%
DOW DOW INC 0.1%
Value ($000) $402 Shares 7,335 Est. Cost $41.86 Unrealized +13.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $401 Shares 4,267 Est. Cost $69.13 Unrealized +10.3%
XYZ BLOCK INC 0.1%
Value ($000) $395 Shares 5,756 Est. Cost $117.12 Unrealized -36.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $393 Shares 1,020 Est. Cost $398.96 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $393 Shares 5,647 Est. Cost $65.72 Unrealized -7.7%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $386 Shares 3,924 Est. Cost $109.87 Unrealized -13.2%
EQIX EQUINIX INC 0.1%
Value ($000) $376 Shares 522 Est. Cost $652.50 Unrealized +1.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $376 Shares 9,912 Est. Cost $37.77 Unrealized -8.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $373 Shares 9,990 Est. Cost $38.39 Unrealized +5.4%
PFE PFIZER INC 0.1%
Value ($000) $370 Shares 9,056 Est. Cost $32.90 Unrealized +11.1%
HPQ HP INC 0.1%
Value ($000) $359 Shares 12,238 Est. Cost $19.48 Unrealized +32.1%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $355 Shares 11,003 Est. Cost $28.49 Unrealized
L LOEWS CORP 0.1%
Value ($000) $348 Shares 6,000 Est. Cost $32.94 Unrealized +78.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $342 Shares 7,519 Est. Cost $44.75 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $339 Shares 2,582 Est. Cost $101.25 Unrealized +19.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $333 Shares 3,006 Est. Cost $117.94 Unrealized +0.2%
MMM 3M CO 0.1%
Value ($000) $330 Shares 3,141 Est. Cost $110.25 Unrealized -23.0%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $324 Shares 9,683 Est. Cost $31.60 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $319 Shares 2,467 Est. Cost $28.10 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $316 Shares 3,306 Est. Cost $70.53 Unrealized +20.2%
COHEN & STEERS TOTAL RETURN 0.1%
Value ($000) $308 Shares 25,418 Est. Cost $12.30 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $304 Shares 1,488 Est. Cost $204.26 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $301 Shares 1,644 Est. Cost $167.70 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $301 Shares 1,805 Est. Cost $161.36 Unrealized -1.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $300 Shares 1,211 Est. Cost $201.25 Unrealized +15.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $290 Shares 2,535 Est. Cost $111.19 Unrealized -6.2%
SRE SEMPRA 0.1%
Value ($000) $289 Shares 1,914 Est. Cost $51.75 Unrealized +34.8%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $288 Shares 1,368 Est. Cost $229.07 Unrealized -7.4%
MRNA MODERNA INC 0.1%
Value ($000) $288 Shares 1,872 Est. Cost $187.58 Unrealized -12.1%
SOXX ISHARES TR 0.1%
Value ($000) $286 Shares 643 Est. Cost $379.46 Unrealized
CSX CSX CORP 0.1%
Value ($000) $280 Shares 9,341 Est. Cost $28.66 Unrealized +2.8%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $268 Shares 2,710 Est. Cost $101.72 Unrealized -9.5%
LOW LOWES COS INC 0.1%
Value ($000) $257 Shares 1,283 Est. Cost $188.80 Unrealized +1.8%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $254 Shares 1,834 Est. Cost $137.71 Unrealized +4.0%
KELLOGG CO 0.1%
Value ($000) $247 Shares 3,688 Est. Cost $61.10 Unrealized -6.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $245 Shares 858 Est. Cost $219.76 Unrealized +17.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $244 Shares 1,986 Est. Cost $111.90 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $241 Shares 988 Est. Cost $231.66 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $237 Shares 6,851 Est. Cost $34.58 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $233 Shares 519 Est. Cost $69.90 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $233 Shares 10,106 Est. Cost $23.06 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $232 Shares 3,124 Est. Cost $83.56 Unrealized -10.0%
BX BLACKSTONE INC 0.1%
Value ($000) $231 Shares 2,635 Est. Cost $105.77 Unrealized -23.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $230 Shares 912 Est. Cost $261.87 Unrealized -14.4%
NNN NATIONAL RETAIL PROPERTIES I 0.1%
Value ($000) $227 Shares 5,136 Est. Cost $39.89 Unrealized
BUNGE LIMITED 0.1%
Value ($000) $226 Shares 2,370 Est. Cost $99.67 Unrealized
INVESCO CALIF VALUE MUN INCO 0.1%
Value ($000) $222 Shares 21,789 Est. Cost $12.27 Unrealized
ALLSPRING GLOBAL DIVIDEND OP 0.1%
Value ($000) $216 Shares 48,240 Est. Cost $5.37 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $212 Shares 2,219 Est. Cost $65.91 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $209 Shares 4,377 Est. Cost $50.07 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $201 Shares 660 Est. Cost $304.76 Unrealized
PREDICTIVE ONCOLOGY INC 0.0%
Value ($000) $136 Shares 416,693 Est. Cost $0.36 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.0%
Value ($000) $132 Shares 11,321 Est. Cost $15.40 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $127 Shares 14,424 Est. Cost $10.01 Unrealized
UBFO UNITED SEC BANCSHARES CALIF 0.0%
Value ($000) $108 Shares 16,951 Est. Cost $7.24 Unrealized -14.1%
SUPER LEAGUE GAMING INC 0.0%
Value ($000) $18 Shares 32,995 Est. Cost $3.40 Unrealized