CERTUITY, LLC Diversified Active

CIK: 0001800752 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 13, 2020

Total Value ($000): $180,349 (100.0% shares, 0.0% debt)

Holdings (174)

SPY SPDR S&P 500 ETF TR 18.6%
Value ($000) $33,611 Shares 130,401 Est. Cost $212.76 Unrealized
AAPL APPLE INC 7.5%
Value ($000) $13,548 Shares 53,275 Est. Cost $62.02 Unrealized +14.6%
MDY SPDR S&P MIDCAP 400 ETF TR 5.6%
Value ($000) $10,025 Shares 38,137 Est. Cost $375.39 Unrealized
SPY SPDR S&P 500 ETF TR 5.1%
Value ($000) $9,286 Shares 36,000 Est. Cost $212.76 Unrealized
IJH ISHARES TR 4.0%
Value ($000) $7,166 Shares 49,813 Est. Cost $205.83 Unrealized
IJR ISHARES TR 3.0%
Value ($000) $5,472 Shares 97,527 Est. Cost $83.85 Unrealized
IWF ISHARES TR 2.6%
Value ($000) $4,611 Shares 30,610 Est. Cost $175.90 Unrealized
IWM ISHARES TR 2.2%
Value ($000) $3,962 Shares 34,615 Est. Cost $117.49 Unrealized
BIL SPDR SER TR 2.0%
Value ($000) $3,677 Shares 40,131 Est. Cost $91.50 Unrealized
IWD ISHARES TR 1.9%
Value ($000) $3,344 Shares 33,715 Est. Cost $136.48 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $3,153 Shares 12,201 Est. Cost $305.19 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.5%
Value ($000) $2,619 Shares 78,561 Est. Cost $44.06 Unrealized
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,278 Shares 28,341 Est. Cost $80.38 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $2,250 Shares 1,154 Est. Cost $91.09 Unrealized +6.3%
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,132 Shares 13,517 Est. Cost $139.23 Unrealized +12.3%
META FACEBOOK INC 1.1%
Value ($000) $2,074 Shares 12,449 Est. Cost $193.18 Unrealized +0.6%
SCHF SCHWAB STRATEGIC TR 1.1%
Value ($000) $1,911 Shares 73,945 Est. Cost $33.63 Unrealized
XLV SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,813 Shares 20,435 Est. Cost $98.90 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $1,803 Shares 1,552 Est. Cost $65.06 Unrealized +3.4%
IYW ISHARES TR 1.0%
Value ($000) $1,772 Shares 8,658 Est. Cost $232.54 Unrealized
ICSH ISHARES TR 0.9%
Value ($000) $1,670 Shares 33,436 Est. Cost $50.20 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $1,556 Shares 12,068 Est. Cost $163.60 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.9%
Value ($000) $1,539 Shares 108,655 Est. Cost $15.21 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.8%
Value ($000) $1,403 Shares 102,494 Est. Cost $14.89 Unrealized
GLD SPDR GOLD TRUST 0.8%
Value ($000) $1,356 Shares 9,156 Est. Cost $142.86 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $1,215 Shares 7,440 Est. Cost $178.42 Unrealized -0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,156 Shares 6,324 Est. Cost $217.17 Unrealized -2.1%
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,140 Shares 13,872 Est. Cost $80.59 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME T 0.6%
Value ($000) $1,137 Shares 89,591 Est. Cost $13.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,041 Shares 30,857 Est. Cost $43.74 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,026 Shares 5,388 Est. Cost $196.14 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.6%
Value ($000) $1,004 Shares 95,135 Est. Cost $11.25 Unrealized
V VISA INC 0.6%
Value ($000) $995 Shares 6,116 Est. Cost $172.55 Unrealized +4.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $930 Shares 7,071 Est. Cost $114.37 Unrealized +5.0%
DJP BARCLAYS BANK PLC 0.5%
Value ($000) $929 Shares 56,206 Est. Cost $20.40 Unrealized
VGT VANGUARD WORLD FDS 0.5%
Value ($000) $899 Shares 4,244 Est. Cost $244.82 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $857 Shares 1,700 Est. Cost $187.24 Unrealized -2.2%
ANNALY CAPITAL MANAGEMENT IN 0.5%
Value ($000) $831 Shares 163,904 Est. Cost $9.42 Unrealized
INVESCO CALIF VALUE MUN INCO 0.5%
Value ($000) $824 Shares 72,756 Est. Cost $12.82 Unrealized
XPZCX PIMCO CALIF MUN INCOME FD II 0.4%
Value ($000) $803 Shares 82,479 Est. Cost $11.41 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $797 Shares 14,833 Est. Cost $42.79 Unrealized -4.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $783 Shares 21,450 Est. Cost $62.89 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $761 Shares 4,000 Est. Cost $196.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $758 Shares 13,606 Est. Cost $45.19 Unrealized +7.5%
GOOG ALPHABET INC 0.4%
Value ($000) $743 Shares 641 Est. Cost $64.05 Unrealized +5.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $737 Shares 10,177 Est. Cost $83.22 Unrealized -8.7%
ISHARES GOLD TRUST 0.4%
Value ($000) $712 Shares 47,225 Est. Cost $14.50 Unrealized
XBI SPDR SER TR 0.4%
Value ($000) $704 Shares 9,093 Est. Cost $93.98 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $693 Shares 2,292 Est. Cost $317.67 Unrealized -0.7%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $636 Shares 6,958 Est. Cost $108.67 Unrealized -4.7%
IWC ISHARES TR 0.3%
Value ($000) $629 Shares 9,382 Est. Cost $99.49 Unrealized
NKE NIKE INC 0.3%
Value ($000) $615 Shares 7,281 Est. Cost $86.82 Unrealized -1.1%
EFA ISHARES TR 0.3%
Value ($000) $583 Shares 10,911 Est. Cost $69.42 Unrealized
IWV ISHARES TR 0.3%
Value ($000) $569 Shares 3,834 Est. Cost $172.74 Unrealized
PDN INVESCO EXCHANGE-TRADED FD T 0.3%
Value ($000) $567 Shares 24,560 Est. Cost $31.96 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $552 Shares 7,273 Est. Cost $51.27 Unrealized +7.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $532 Shares 5,506 Est. Cost $135.71 Unrealized -9.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $521 Shares 8,735 Est. Cost $57.78 Unrealized -4.3%
RPAR TIDAL ETF TR 0.3%
Value ($000) $520 Shares 27,029 Est. Cost $19.24 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $519 Shares 2,191 Est. Cost $236.88 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $516 Shares 2,000 Est. Cost $212.76 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $505 Shares 9,356 Est. Cost $53.98 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $486 Shares 4,910 Est. Cost $98.98 Unrealized
TLT ISHARES TR 0.3%
Value ($000) $482 Shares 2,920 Est. Cost $135.42 Unrealized
AGNC AGNC INVT CORP 0.3%
Value ($000) $480 Shares 45,400 Est. Cost $17.69 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $473 Shares 3,000 Est. Cost $139.23 Unrealized +12.3%
MA MASTERCARD INC 0.3%
Value ($000) $466 Shares 1,928 Est. Cost $272.58 Unrealized +5.6%
EATON VNCE CALFRN MUN INC TR 0.2%
Value ($000) $447 Shares 33,600 Est. Cost $13.48 Unrealized
XYZ SQUARE INC 0.2%
Value ($000) $442 Shares 8,123 Est. Cost $64.32 Unrealized +6.3%
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $438 Shares 2,000 Est. Cost $285.08 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $438 Shares 8,102 Est. Cost $49.26 Unrealized +6.2%
MDT MEDTRONIC PLC 0.2%
Value ($000) $436 Shares 4,775 Est. Cost $92.57 Unrealized -2.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $435 Shares 4,358 Est. Cost $103.75 Unrealized -2.0%
ITOT ISHARES TR 0.2%
Value ($000) $425 Shares 7,425 Est. Cost $72.74 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $423 Shares 10,078 Est. Cost $55.67 Unrealized
MRNA MODERNA INC 0.2%
Value ($000) $413 Shares 13,550 Est. Cost $17.95 Unrealized +28.1%
DHR DANAHER CORPORATION 0.2%
Value ($000) $407 Shares 2,938 Est. Cost $122.98 Unrealized +6.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $392 Shares 1,598 Est. Cost $50.17 Unrealized +8.2%
HD HOME DEPOT INC 0.2%
Value ($000) $391 Shares 2,067 Est. Cost $194.99 Unrealized -2.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $388 Shares 13,902 Est. Cost $32.91 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $380 Shares 2,265 Est. Cost $171.93 Unrealized -0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $371 Shares 9,409 Est. Cost $38.56 Unrealized -4.9%
EEM ISHARES TR 0.2%
Value ($000) $367 Shares 10,758 Est. Cost $43.73 Unrealized
NUVEEN CALIF MUNICPAL VALUE 0.2%
Value ($000) $367 Shares 25,000 Est. Cost $15.80 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $366 Shares 3,243 Est. Cost $113.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $351 Shares 6,500 Est. Cost $42.79 Unrealized -4.1%
ORCL ORACLE CORP 0.2%
Value ($000) $341 Shares 7,044 Est. Cost $50.44 Unrealized -5.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $340 Shares 9,873 Est. Cost $37.86 Unrealized -4.8%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $338 Shares 1,446 Est. Cost $202.38 Unrealized +13.3%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $330 Shares 1,834 Est. Cost $177.58 Unrealized +2.5%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $329 Shares 3,693 Est. Cost $119.81 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $324 Shares 3,860 Est. Cost $98.29 Unrealized -0.5%
EIDOS THERAPEUTICS INC 0.2%
Value ($000) $318 Shares 6,500 Est. Cost $57.38 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $312 Shares 1,990 Est. Cost $172.84 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $308 Shares 4,676 Est. Cost $74.48 Unrealized -4.7%
PEP PEPSICO INC 0.2%
Value ($000) $306 Shares 2,545 Est. Cost $112.78 Unrealized -0.0%
ARISTA NETWORKS INC 0.2%
Value ($000) $304 Shares 1,500 Est. Cost $203.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $295 Shares 2,639 Est. Cost $99.90 Unrealized -1.6%
TSLA TESLA INC 0.2%
Value ($000) $294 Shares 561 Est. Cost $41.46 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $287 Shares 2,608 Est. Cost $105.24 Unrealized -1.3%
MRK MERCK & CO. INC 0.2%
Value ($000) $286 Shares 3,716 Est. Cost $67.55 Unrealized -3.6%
IWM ISHARES TR 0.2%
Value ($000) $286 Shares 2,500 Est. Cost $117.49 Unrealized
KANSAS CITY SOUTHERN 0.2%
Value ($000) $283 Shares 2,184 Est. Cost $153.16 Unrealized
SPLV INVESCO EXCHANGE-TRADED FD T 0.2%
Value ($000) $281 Shares 5,990 Est. Cost $46.91 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $278 Shares 2,058 Est. Cost $135.52 Unrealized +3.9%
SHOP SHOPIFY INC 0.2%
Value ($000) $276 Shares 648 Est. Cost $34.27 Unrealized +31.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $272 Shares 1 Est. Cost $325723.70 Unrealized -2.1%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $270 Shares 53,959 Est. Cost $16.11 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $269 Shares 2,101 Est. Cost $109.49 Unrealized +2.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $269 Shares 8,000 Est. Cost $39.93 Unrealized -11.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $268 Shares 18,753 Est. Cost $28.16 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $268 Shares 2,804 Est. Cost $103.97 Unrealized +5.9%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $267 Shares 5,178 Est. Cost $51.56 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $265 Shares 2,271 Est. Cost $116.69 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $264 Shares 3,200 Est. Cost $75.53 Unrealized +14.1%
ADBE ADOBE INC 0.1%
Value ($000) $260 Shares 818 Est. Cost $294.23 Unrealized +16.3%
NWE NORTHWESTERN CORP 0.1%
Value ($000) $258 Shares 4,309 Est. Cost $54.52 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $250 Shares 1,250 Est. Cost $194.15 Unrealized +1.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $249 Shares 1,800 Est. Cost $107.55 Unrealized +19.2%
EFAV ISHARES TR 0.1%
Value ($000) $247 Shares 3,981 Est. Cost $62.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $241 Shares 967 Est. Cost $236.60 Unrealized +5.5%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $236 Shares 23,038 Est. Cost $24.59 Unrealized
CHRS COHERUS BIOSCIENCES INC 0.1%
Value ($000) $235 Shares 14,000 Est. Cost $18.44 Unrealized +0.2%
TSN TYSON FOODS INC 0.1%
Value ($000) $231 Shares 3,996 Est. Cost $71.79 Unrealized -12.7%
PFE PFIZER INC 0.1%
Value ($000) $230 Shares 7,050 Est. Cost $26.71 Unrealized -3.3%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $227 Shares 1,168 Est. Cost $194.35 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $225 Shares 1,252 Est. Cost $186.80 Unrealized +4.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $224 Shares 3,271 Est. Cost $92.35 Unrealized -9.5%
ALLERGAN PLC 0.1%
Value ($000) $224 Shares 1,267 Est. Cost $191.02 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $221 Shares 1,652 Est. Cost $143.91 Unrealized -5.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $219 Shares 1,372 Est. Cost $159.62 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $216 Shares 756 Est. Cost $271.52 Unrealized +2.3%
C CITIGROUP INC 0.1%
Value ($000) $214 Shares 5,089 Est. Cost $59.26 Unrealized -8.6%
BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $213 Shares 200,000 Est. Cost $1.06 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $210 Shares 2,370 Est. Cost $88.61 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $207 Shares 6,018 Est. Cost $44.33 Unrealized -16.0%
DOX AMDOCS LTD 0.1%
Value ($000) $205 Shares 3,722 Est. Cost $59.70 Unrealized -1.0%
ADSK AUTODESK INC 0.1%
Value ($000) $205 Shares 1,313 Est. Cost $162.05 Unrealized +13.3%
CRBN ISHARES TR 0.1%
Value ($000) $205 Shares 2,007 Est. Cost $129.55 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $203 Shares 2,472 Est. Cost $128.60 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $200 Shares 1,517 Est. Cost $131.84 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $190 Shares 1,000 Est. Cost $196.14 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $187 Shares 2,000 Est. Cost $81.89 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $183 Shares 837 Est. Cost $285.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $183 Shares 1,000 Est. Cost $217.17 Unrealized -2.1%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $163 Shares 35,492 Est. Cost $12.84 Unrealized
CNOB CONNECTONE BANCORP INC NEW 0.1%
Value ($000) $153 Shares 11,406 Est. Cost $20.67 Unrealized -13.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $151 Shares 500 Est. Cost $317.67 Unrealized -0.7%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $148 Shares 1,000 Est. Cost $142.86 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $144 Shares 2,000 Est. Cost $83.22 Unrealized -8.7%
AMERICA FIRST MULTIFAMILY IN 0.1%
Value ($000) $131 Shares 25,000 Est. Cost $7.72 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $119 Shares 22,540 Est. Cost $18.41 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $116 Shares 100 Est. Cost $65.06 Unrealized +3.4%
GOOG ALPHABET INC 0.1%
Value ($000) $116 Shares 100 Est. Cost $64.05 Unrealized +5.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $111 Shares 2,000 Est. Cost $45.19 Unrealized +7.5%
AMARIN CORP PLC 0.1%
Value ($000) $110 Shares 27,400 Est. Cost $21.42 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $100 Shares 1,000 Est. Cost $103.75 Unrealized -2.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $97 Shares 1,000 Est. Cost $135.71 Unrealized -9.0%
C CITIGROUP INC 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $59.26 Unrealized -8.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $76 Shares 788 Est. Cost $81.89 Unrealized 0.0%
EEM ISHARES TR 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $43.73 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $64 Shares 20,456 Est. Cost $3.13 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $49.26 Unrealized +6.2%
EEM ISHARES TR 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $43.73 Unrealized
NEW SR INVT GROUP INC 0.0%
Value ($000) $51 Shares 19,983 Est. Cost $7.39 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $49 Shares 21,280 Est. Cost $2.30 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $38.56 Unrealized -4.9%
SXC SUNCOKE ENERGY INC 0.0%
Value ($000) $39 Shares 10,050 Est. Cost $5.55 Unrealized -8.7%
PFE PFIZER INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $26.71 Unrealized -3.3%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 15,000 Est. Cost $2.52 Unrealized +9.5%
REDWOOD TR INC 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $1.00 Unrealized
MERRIMACK PHARMACEUTICALS IN 0.0%
Value ($000) $23 Shares 25,000 Est. Cost $0.92 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $285.08 Unrealized
DRIVE SHACK INC 0.0%
Value ($000) $22 Shares 14,482 Est. Cost $3.66 Unrealized