SMITHBRIDGE ASSET MANAGEMENT INC/DE Diversified Active

CIK: 0001103245 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 23, 2021

Total Value ($000): $306,974 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL APPLE INC 4.4%
Value ($000) $13,488 Shares 98,484 Est. Cost $83.02 Unrealized +52.3%
MSFT MICROSOFT CORP 3.6%
Value ($000) $10,905 Shares 40,253 Est. Cost $22.94 Unrealized +966.6%
ACCENTURE PLC SHS 3.2%
Value ($000) $9,871 Shares 33,486 Est. Cost $211.47 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.1%
Value ($000) $9,517 Shares 22,136 Est. Cost $429.93 Unrealized
IJR ISHARES CORE S&P SMALL CAP 3.0%
Value ($000) $9,060 Shares 80,188 Est. Cost $112.98 Unrealized
PRICE T ROWE GROUP INC 2.7%
Value ($000) $8,324 Shares 42,049 Est. Cost $123.00 Unrealized
SKYWORKS SOLUTIONS INC 2.7%
Value ($000) $8,298 Shares 43,273 Est. Cost $120.45 Unrealized
SCHD SCHWAB US DIVIDEND EQTY 2.6%
Value ($000) $7,909 Shares 104,588 Est. Cost $51.36 Unrealized
IJH ISHARES CORE S&P MID CAP 2.4%
Value ($000) $7,358 Shares 27,381 Est. Cost $268.50 Unrealized
NKE NIKE INC CL B 2.4%
Value ($000) $7,261 Shares 47,001 Est. Cost $48.83 Unrealized +157.3%
HON HONEYWELL INTL INC DEL 2.3%
Value ($000) $7,200 Shares 32,826 Est. Cost $72.13 Unrealized +166.4%
JPMORGAN CHASE & CO 2.2%
Value ($000) $6,788 Shares 43,640 Est. Cost $106.94 Unrealized
JNJ JOHNSON AND JOHNSON COM 2.2%
Value ($000) $6,723 Shares 40,808 Est. Cost $60.26 Unrealized +140.5%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value ($000) $6,373 Shares 45,495 Est. Cost $79.13 Unrealized +70.2%
TJX TJX COS INC NEW 2.0%
Value ($000) $6,078 Shares 90,144 Est. Cost $34.84 Unrealized +82.7%
UNITEDHEALTH GROUP INC 1.9%
Value ($000) $5,775 Shares 14,421 Est. Cost $298.55 Unrealized
RTX RAYTHEON TECHNOLOGIES ORD SHS 1.9%
Value ($000) $5,746 Shares 67,353 Est. Cost $56.32 Unrealized +34.4%
MEDTRONIC PLC SHS 1.8%
Value ($000) $5,675 Shares 45,717 Est. Cost $111.27 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.8%
Value ($000) $5,444 Shares 105,661 Est. Cost $42.72 Unrealized
SCHG SCHWAB US LCAP GR ETF 1.8%
Value ($000) $5,407 Shares 37,043 Est. Cost $77.83 Unrealized
AMAT APPLIED MATERIAL INC 1.7%
Value ($000) $5,235 Shares 36,765 Est. Cost $94.44 Unrealized +36.4%
ABT ABBOTT LABS 1.6%
Value ($000) $5,033 Shares 43,418 Est. Cost $34.61 Unrealized +210.0%
EES WISDOMTREE TR US SMALLCP ERNGS 1.6%
Value ($000) $4,945 Shares 100,112 Est. Cost $35.43 Unrealized
NVO NOVO NORDISK A S ADR 1.6%
Value ($000) $4,915 Shares 58,676 Est. Cost $54.47 Unrealized
FISV FISERV INC WISC PV 1CT 1.6%
Value ($000) $4,896 Shares 45,806 Est. Cost $68.78 Unrealized +69.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $4,890 Shares 34,216 Est. Cost $65.73 Unrealized +85.8%
SCHM SCHWAB STRATEGIC TR US MID CA 1.6%
Value ($000) $4,822 Shares 61,610 Est. Cost $54.87 Unrealized
SYK STRYKER CORP 1.5%
Value ($000) $4,639 Shares 17,859 Est. Cost $81.81 Unrealized +197.7%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $4,476 Shares 33,171 Est. Cost $58.58 Unrealized +106.1%
IYW ISHARES DJ US TECH SEC ETF 1.4%
Value ($000) $4,444 Shares 44,709 Est. Cost $99.40 Unrealized
ECL ECOLAB INC 1.4%
Value ($000) $4,259 Shares 20,676 Est. Cost $82.37 Unrealized +150.5%
XLY CONSUMER DISCRETIONARY SELECT 1.4%
Value ($000) $4,249 Shares 23,798 Est. Cost $178.54 Unrealized
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $4,071 Shares 10,761 Est. Cost $187.39 Unrealized +80.7%
VOOG VANGUARD ADMIRAL FDS I 500 GRT 1.3%
Value ($000) $3,918 Shares 14,933 Est. Cost $196.99 Unrealized
NOVARTIS ADR 1.2%
Value ($000) $3,750 Shares 41,095 Est. Cost $92.95 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $3,627 Shares 64,605 Est. Cost $28.56 Unrealized +87.6%
TGT TARGET CORP 1.1%
Value ($000) $3,416 Shares 14,130 Est. Cost $163.81 Unrealized +16.9%
ALPHABET INC SHS CL C 1.1%
Value ($000) $3,301 Shares 1,317 Est. Cost $1430.70 Unrealized
ABBVIE INC SHS 1.0%
Value ($000) $3,032 Shares 26,921 Est. Cost $88.95 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.9%
Value ($000) $2,821 Shares 26,734 Est. Cost $48.12 Unrealized +109.7%
SCHA SCHWAB US SMALL-CAP ETF 0.9%
Value ($000) $2,762 Shares 26,514 Est. Cost $74.90 Unrealized
NVIDIA 0.9%
Value ($000) $2,707 Shares 3,383 Est. Cost $322.96 Unrealized
EPD ENTERPRISE PRDTS PRTN LPL P 0.8%
Value ($000) $2,525 Shares 104,639 Est. Cost $31.35 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $2,497 Shares 16,849 Est. Cost $106.74 Unrealized +18.2%
GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $2,400 Shares 6,324 Est. Cost $243.79 Unrealized
3M COMPANY 0.8%
Value ($000) $2,395 Shares 12,056 Est. Cost $176.94 Unrealized
UNILEVER PLC NEW ADR 0.8%
Value ($000) $2,344 Shares 40,071 Est. Cost $47.88 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,255 Shares 41,857 Est. Cost $53.87 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.7%
Value ($000) $2,231 Shares 17,202 Est. Cost $129.69 Unrealized
SPDR S&P REGIONAL BANKING ETF 0.7%
Value ($000) $2,036 Shares 31,066 Est. Cost $65.54 Unrealized
SNSR INTERNET OF THINGS ETF 0.6%
Value ($000) $1,932 Shares 54,099 Est. Cost $35.71 Unrealized
PAVE GLOBAL X FUNDS SHS US INFRAS 0.6%
Value ($000) $1,926 Shares 74,797 Est. Cost $25.75 Unrealized
XSOE EMERGING MKTS EX-STATE OWNED E 0.6%
Value ($000) $1,830 Shares 43,510 Est. Cost $42.06 Unrealized
ISHARES EDGE MSCI MULTIF 0.6%
Value ($000) $1,800 Shares 59,908 Est. Cost $25.80 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.6%
Value ($000) $1,739 Shares 52,876 Est. Cost $27.51 Unrealized
WSM WILLIAMS SONOMA INC 0.5%
Value ($000) $1,604 Shares 10,045 Est. Cost $20.82 Unrealized +274.1%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $1,562 Shares 454 Est. Cost $119.40 Unrealized +39.2%
WISDOMTREE INTL S/C DV F 0.5%
Value ($000) $1,544 Shares 20,681 Est. Cost $69.65 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW 0.5%
Value ($000) $1,533 Shares 5,289 Est. Cost $194.65 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.5%
Value ($000) $1,508 Shares 6,767 Est. Cost $193.92 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.5%
Value ($000) $1,456 Shares 9,658 Est. Cost $150.76 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.4%
Value ($000) $1,358 Shares 8,775 Est. Cost $92.04 Unrealized
SCHB SCHWAB BRD MKT ETF 0.4%
Value ($000) $1,340 Shares 12,852 Est. Cost $71.60 Unrealized
EXTRA SPACE STORAGE INC 0.4%
Value ($000) $1,234 Shares 7,530 Est. Cost $163.88 Unrealized
CVX CHEVRON CORP 0.4%
Value ($000) $1,212 Shares 11,574 Est. Cost $72.49 Unrealized +20.1%
EEM ISHARES MSCI EMERGING MKTS 0.4%
Value ($000) $1,109 Shares 20,100 Est. Cost $42.70 Unrealized
KINDER MORGAN INC. DEL 0.3%
Value ($000) $1,059 Shares 58,100 Est. Cost $20.37 Unrealized
DIS DISNEY (WALT) CO COM STK 0.3%
Value ($000) $1,016 Shares 5,783 Est. Cost $107.53 Unrealized +63.4%
BNS BANK OF NOVA SCOTIA 0.3%
Value ($000) $944 Shares 14,502 Est. Cost $34.88 Unrealized +44.9%
GD GENL DYNAMICS CORP COM 0.3%
Value ($000) $875 Shares 4,650 Est. Cost $134.10 Unrealized +27.4%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $838 Shares 3,750 Est. Cost $79.57 Unrealized +157.6%
VALERO ENERGY CORP NEW 0.3%
Value ($000) $819 Shares 10,487 Est. Cost $89.78 Unrealized
EDWARDS LIFESCIENCES CRP 0.3%
Value ($000) $810 Shares 7,825 Est. Cost $89.39 Unrealized
IDV ISHARES INTL SELECT DIVIDE 0.2%
Value ($000) $727 Shares 22,450 Est. Cost $34.52 Unrealized
BLACKROCK INC 0.2%
Value ($000) $694 Shares 793 Est. Cost $509.40 Unrealized
ALL ALLSTATE CORP DEL COM 0.2%
Value ($000) $678 Shares 5,200 Est. Cost $91.38 Unrealized +26.2%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $651 Shares 17,883 Est. Cost $36.40 Unrealized
INTERDIGITAL INC 0.2%
Value ($000) $621 Shares 8,500 Est. Cost $77.30 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $617 Shares 11,506 Est. Cost $39.68 Unrealized +23.6%
SCHF SCHWAB INTL EQTY ETF 0.2%
Value ($000) $608 Shares 15,415 Est. Cost $32.43 Unrealized
ALPHABET INC SHS CL A 0.2%
Value ($000) $596 Shares 244 Est. Cost $1335.90 Unrealized
XLI INDUSTRIALS SELECT SECTOR SPDR 0.2%
Value ($000) $592 Shares 5,778 Est. Cost $102.46 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALU 0.2%
Value ($000) $571 Shares 5,416 Est. Cost $105.43 Unrealized
IJJ ISHARES TR S&P MIDCP VALU 0.2%
Value ($000) $514 Shares 4,876 Est. Cost $105.41 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $487 Shares 13,264 Est. Cost $36.72 Unrealized
BAC BANKAMERICA CORP COM 0.1%
Value ($000) $456 Shares 11,064 Est. Cost $20.51 Unrealized +78.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $455 Shares 5,450 Est. Cost $52.72 Unrealized +33.7%
SCHJ SCHWAB 1 5 YEAR CORP BOND E 0.1%
Value ($000) $419 Shares 8,180 Est. Cost $51.34 Unrealized
EMQQ EMERGING MKTS INTERNET & E-COM 0.1%
Value ($000) $404 Shares 6,379 Est. Cost $63.33 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $386 Shares 3,600 Est. Cost $34.97 Unrealized +152.5%
BOOKING HLDGS INC USD0.0 0.1%
Value ($000) $383 Shares 175 Est. Cost $1973.76 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $329 Shares 1,351 Est. Cost $184.88 Unrealized +14.9%
FDL FIRST TR MORNINGSTAR DIV LDRS 0.1%
Value ($000) $310 Shares 9,339 Est. Cost $33.19 Unrealized
BRK/B BERKSHIRE HATHAWAYINC DEL CL 0.1%
Value ($000) $302 Shares 1,087 Est. Cost $183.25 Unrealized +52.5%
VERIZON COMMUNICATNS COM 0.1%
Value ($000) $297 Shares 5,307 Est. Cost $60.22 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $294 Shares 2,195 Est. Cost $79.24 Unrealized +41.8%
VANECK VECTORS AGRIBUSINESS ET 0.1%
Value ($000) $291 Shares 3,200 Est. Cost $68.84 Unrealized
HDV ISHARES CORE HIGH DIV ETF 0.1%
Value ($000) $288 Shares 2,983 Est. Cost $96.55 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $286 Shares 1,880 Est. Cost $88.81 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $260 Shares 8,125 Est. Cost $27.77 Unrealized 0.0%
O REILLY AUTOMOTIVE 0.1%
Value ($000) $255 Shares 450 Est. Cost $461.37 Unrealized
CISCO SYSTEMS INC COM 0.1%
Value ($000) $243 Shares 4,590 Est. Cost $51.63 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.1%
Value ($000) $237 Shares 2,400 Est. Cost $86.25 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $224 Shares 1,509 Est. Cost $133.92 Unrealized 0.0%
MRMD MARIMED INC 0.1%
Value ($000) $167 Shares 177,370 Est. Cost $0.86 Unrealized 0.0%
ENERGY TRANSFER LP P 0.0%
Value ($000) $123 Shares 11,613 Est. Cost $11.59 Unrealized
KUSHCO HLDGS INC 0.0%
Value ($000) $41 Shares 36,007 Est. Cost $1.14 Unrealized
IAG IAMGOLD CORP F 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $3.50 Unrealized -3.8%