Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 28, 2022

Total Value ($000): $1,128,781 (100.0% shares, 0.0% debt)

Holdings (102)

SPY SPDR S&P 500 ETF TR 30.6%
Value ($000) $345,536 Shares 765,071 Est. Cost $347.99 Unrealized
QQQ INVESCO QQQ TR 17.4%
Value ($000) $196,532 Shares 542,099 Est. Cost $261.11 Unrealized
VOO VANGUARD INDEX FDS 10.9%
Value ($000) $122,876 Shares 295,964 Est. Cost $432.60 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $64,722 Shares 142,657 Est. Cost $307.63 Unrealized
AAXJ ISHARES TR 5.1%
Value ($000) $57,062 Shares 760,510 Est. Cost $82.13 Unrealized
ONEQ FIDELITY COMWLTH TR 2.6%
Value ($000) $29,153 Shares 524,717 Est. Cost $97.83 Unrealized
WIX WIX COM LTD 2.1%
Value ($000) $23,211 Shares 222,197 Est. Cost $98.59 Unrealized +10.7%
IWM ISHARES TR 1.6%
Value ($000) $17,905 Shares 87,225 Est. Cost $204.67 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $15,824 Shares 5,666 Est. Cost $51.59 Unrealized +161.5%
MSFT MICROSOFT CORP 1.4%
Value ($000) $15,426 Shares 50,033 Est. Cost $124.53 Unrealized +134.0%
MCHI ISHARES TR 1.4%
Value ($000) $15,360 Shares 290,418 Est. Cost $70.42 Unrealized
BED BATH & BEYOND INC 1.2%
Value ($000) $13,831 Shares 613,920 Est. Cost $17.58 Unrealized
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $12,845 Shares 93,768 Est. Cost $134.10 Unrealized
ASHR DBX ETF TR 1.1%
Value ($000) $12,033 Shares 363,655 Est. Cost $38.62 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $11,435 Shares 3,508 Est. Cost $126.28 Unrealized +22.4%
ITRN ITURAN LOCATION AND CONTROL 0.9%
Value ($000) $9,683 Shares 420,619 Est. Cost $22.93 Unrealized +1.6%
AAPL APPLE INC 0.8%
Value ($000) $9,328 Shares 53,418 Est. Cost $86.51 Unrealized +90.5%
SPG SIMON PPTY GROUP INC NEW 0.8%
Value ($000) $8,606 Shares 65,412 Est. Cost $74.06 Unrealized +54.6%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $8,580 Shares 31,446 Est. Cost $18.34 Unrealized +36.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $8,421 Shares 18,483 Est. Cost $433.64 Unrealized +10.9%
FVRR FIVERR INTL LTD 0.6%
Value ($000) $6,954 Shares 91,407 Est. Cost $52.95 Unrealized +49.7%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $6,405 Shares 138,852 Est. Cost $40.85 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $5,663 Shares 125,419 Est. Cost $50.37 Unrealized
SOXX ISHARES TR 0.5%
Value ($000) $5,213 Shares 11,015 Est. Cost $413.10 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $5,110 Shares 14,299 Est. Cost $211.57 Unrealized +66.2%
META META PLATFORMS INC 0.4%
Value ($000) $4,796 Shares 21,570 Est. Cost $223.52 Unrealized +11.0%
IBB ISHARES TR 0.4%
Value ($000) $4,438 Shares 34,058 Est. Cost $150.83 Unrealized
KIM KIMCO RLTY CORP 0.4%
Value ($000) $4,135 Shares 167,422 Est. Cost $11.28 Unrealized +78.7%
IDX VANECK ETF TRUST 0.3%
Value ($000) $3,566 Shares 168,350 Est. Cost $21.18 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $3,252 Shares 24,669 Est. Cost $28.85 Unrealized +360.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,928 Shares 52,507 Est. Cost $29.64 Unrealized +69.7%
ORCL ORACLE CORP 0.3%
Value ($000) $2,854 Shares 34,500 Est. Cost $44.89 Unrealized +71.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,725 Shares 7,723 Est. Cost $176.58 Unrealized +83.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,716 Shares 57,996 Est. Cost $31.68 Unrealized +35.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,709 Shares 4,705 Est. Cost $153.82 Unrealized +225.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,262 Shares 14,800 Est. Cost $96.39 Unrealized +59.3%
ASML ASML HOLDING N V 0.2%
Value ($000) $2,184 Shares 3,270 Est. Cost $107.86 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,995 Shares 17,255 Est. Cost $128.21 Unrealized +3.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,886 Shares 3,030 Est. Cost $31.90 Unrealized +180.5%
PEP PEPSICO INC 0.2%
Value ($000) $1,883 Shares 11,250 Est. Cost $103.47 Unrealized +43.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,811 Shares 21,377 Est. Cost $68.97 Unrealized +4.5%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,791 Shares 16,465 Est. Cost $173.92 Unrealized
INTU INTUIT 0.2%
Value ($000) $1,720 Shares 3,578 Est. Cost $306.78 Unrealized +62.8%
C CITIGROUP INC 0.2%
Value ($000) $1,714 Shares 32,111 Est. Cost $44.96 Unrealized +19.0%
CSTE CAESARSTONE LTD 0.2%
Value ($000) $1,714 Shares 162,961 Est. Cost $27.35 Unrealized -57.7%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,679 Shares 4,840 Est. Cost $259.92 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1,650 Shares 8,200 Est. Cost $135.65 Unrealized +19.9%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,617 Shares 12,600 Est. Cost $100.29 Unrealized +14.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1,550 Shares 2,220 Est. Cost $523.66 Unrealized +20.1%
AVGO BROADCOM INC 0.1%
Value ($000) $1,543 Shares 2,450 Est. Cost $29.97 Unrealized +83.7%
EBAY EBAY INC. 0.1%
Value ($000) $1,536 Shares 26,831 Est. Cost $30.13 Unrealized +79.3%
UNP UNION PAC CORP 0.1%
Value ($000) $1,518 Shares 5,554 Est. Cost $204.12 Unrealized +13.0%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $1,511 Shares 49,500 Est. Cost $40.44 Unrealized
NMFC NEW MTN FIN CORP 0.1%
Value ($000) $1,508 Shares 108,868 Est. Cost $7.78 Unrealized +10.8%
NKE NIKE INC 0.1%
Value ($000) $1,417 Shares 10,532 Est. Cost $112.24 Unrealized +17.5%
ELV ANTHEM INC 0.1%
Value ($000) $1,385 Shares 2,820 Est. Cost $220.21 Unrealized +96.5%
SE SEA LTD 0.1%
Value ($000) $1,375 Shares 11,480 Est. Cost $169.09 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,308 Shares 8,558 Est. Cost $94.91 Unrealized +49.8%
CNC CENTENE CORP DEL 0.1%
Value ($000) $1,297 Shares 15,400 Est. Cost $64.65 Unrealized +26.9%
FISV FISERV INC 0.1%
Value ($000) $1,269 Shares 12,515 Est. Cost $101.89 Unrealized -0.7%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $1,240 Shares 12,345 Est. Cost $102.06 Unrealized -7.1%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $1,239 Shares 4,550 Est. Cost $285.86 Unrealized -1.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,225 Shares 11,750 Est. Cost $120.40 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $1,170 Shares 7,245 Est. Cost $88.68 Unrealized +52.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,103 Shares 22,744 Est. Cost $34.42 Unrealized +40.9%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,098 Shares 17,625 Est. Cost $58.67 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $1,090 Shares 4,550 Est. Cost $247.61 Unrealized -3.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $996 Shares 358 Est. Cost $56.19 Unrealized +139.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $982 Shares 10,800 Est. Cost $51.70 Unrealized +66.2%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $961 Shares 41,550 Est. Cost $34.97 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $934 Shares 785 Est. Cost $1454.91 Unrealized -25.2%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $827 Shares 4,470 Est. Cost $106.27 Unrealized +72.1%
SILC SILICOM LTD 0.1%
Value ($000) $814 Shares 20,680 Est. Cost $43.78 Unrealized -2.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $807 Shares 7,384 Est. Cost $119.38 Unrealized 0.0%
IXJ ISHARES TR 0.1%
Value ($000) $795 Shares 9,071 Est. Cost $61.09 Unrealized
TARO PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $764 Shares 17,657 Est. Cost $143.69 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $642 Shares 12,955 Est. Cost $47.13 Unrealized -2.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $623 Shares 2,403 Est. Cost $219.05 Unrealized +10.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $584 Shares 4,223 Est. Cost $91.67 Unrealized +42.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $582 Shares 7,908 Est. Cost $24.80 Unrealized +21.3%
V VISA INC 0.0%
Value ($000) $535 Shares 2,415 Est. Cost $221.56 Unrealized -5.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $529 Shares 1 Est. Cost $302764.90 Unrealized +60.4%
SNY SANOFI 0.0%
Value ($000) $471 Shares 9,184 Est. Cost $50.39 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $438 Shares 2,250 Est. Cost $113.80 Unrealized +49.7%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $427 Shares 11,108 Est. Cost $38.07 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $420 Shares 14,678 Est. Cost $34.28 Unrealized -30.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $420 Shares 10,962 Est. Cost $34.79 Unrealized
LINDE PLC 0.0%
Value ($000) $388 Shares 1,215 Est. Cost $270.77 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $387 Shares 9,400 Est. Cost $40.82 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $337 Shares 1,900 Est. Cost $97.99 Unrealized +54.9%
MRK MERCK & CO INC 0.0%
Value ($000) $316 Shares 3,850 Est. Cost $63.24 Unrealized +10.5%
BIIB BIOGEN INC 0.0%
Value ($000) $313 Shares 1,488 Est. Cost $336.92 Unrealized -35.5%
EQNR EQUINOR ASA 0.0%
Value ($000) $289 Shares 7,700 Est. Cost $17.73 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $261 Shares 1,050 Est. Cost $175.61 Unrealized +22.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $252 Shares 3,321 Est. Cost $75.88 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $246 Shares 550 Est. Cost $348.21 Unrealized +11.3%
FTV FORTIVE CORP 0.0%
Value ($000) $238 Shares 3,900 Est. Cost $50.72 Unrealized -4.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $226 Shares 4,200 Est. Cost $75.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 2,122 Est. Cost $105.17 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $219 Shares 2,500 Est. Cost $88.71 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $210 Shares 700 Est. Cost $283.84 Unrealized +10.6%
WMT WALMART INC 0.0%
Value ($000) $208 Shares 1,400 Est. Cost $45.18 Unrealized -1.3%