Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $457,712 (100.0% shares, 0.0% debt)

Holdings (170)

VOO VANGUARD INDEX FDS 17.4%
Value ($000) $79,424 Shares 150,519 Est. Cost $196.05 Unrealized
BND VANGUARD BD INDEX FDS 10.7%
Value ($000) $48,887 Shares 650,866 Est. Cost $81.48 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.6%
Value ($000) $30,113 Shares 570,206 Est. Cost $38.99 Unrealized
IJH ISHARES TR 3.9%
Value ($000) $17,937 Shares 287,822 Est. Cost $79.73 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $12,912 Shares 30,008 Est. Cost $41.99 Unrealized +907.6%
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value ($000) $12,563 Shares 249,866 Est. Cost $54.21 Unrealized
VTI VANGUARD INDEX FDS 2.3%
Value ($000) $10,667 Shares 37,671 Est. Cost $130.24 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $9,439 Shares 112,702 Est. Cost $87.41 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $9,346 Shares 40,110 Est. Cost $98.84 Unrealized +124.6%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $9,284 Shares 194,026 Est. Cost $40.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $8,629 Shares 18,748 Est. Cost $220.81 Unrealized +100.3%
JEPQ J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $8,468 Shares 154,152 Est. Cost $48.75 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $8,214 Shares 138,030 Est. Cost $55.17 Unrealized
AMGN AMGEN INC 1.8%
Value ($000) $8,180 Shares 25,387 Est. Cost $182.69 Unrealized +71.4%
VB VANGUARD INDEX FDS 1.6%
Value ($000) $7,401 Shares 31,200 Est. Cost $137.00 Unrealized
VNQ VANGUARD INDEX FDS 1.6%
Value ($000) $7,379 Shares 75,747 Est. Cost $82.05 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $7,270 Shares 36,704 Est. Cost $93.28 Unrealized
SCHG SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,532 Shares 62,699 Est. Cost $69.47 Unrealized
SCHD SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,267 Shares 50,477 Est. Cost $56.03 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $3,922 Shares 131,217 Est. Cost $24.84 Unrealized
CAT CATERPILLAR INC 0.8%
Value ($000) $3,686 Shares 9,424 Est. Cost $78.40 Unrealized +332.0%
UNP UNION PAC CORP 0.8%
Value ($000) $3,550 Shares 14,403 Est. Cost $93.49 Unrealized +151.0%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $3,266 Shares 9,240 Est. Cost $72.56 Unrealized +344.8%
LOW LOWES COS INC 0.7%
Value ($000) $3,172 Shares 11,712 Est. Cost $56.54 Unrealized +317.7%
FNDX SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,134 Shares 43,669 Est. Cost $47.28 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,077 Shares 46,251 Est. Cost $55.41 Unrealized
BSTP INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,024 Shares 92,430 Est. Cost $23.86 Unrealized
DHR DANAHER CORPORATION 0.6%
Value ($000) $2,926 Shares 10,526 Est. Cost $38.37 Unrealized +584.0%
EIPI FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,625 Shares 135,650 Est. Cost $18.59 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,587 Shares 28,492 Est. Cost $66.28 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,422 Shares 6,453 Est. Cost $151.24 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.5%
Value ($000) $2,245 Shares 40,431 Est. Cost $61.33 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,222 Shares 3,873 Est. Cost $232.37 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,219 Shares 18,270 Est. Cost $91.64 Unrealized +28.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $2,207 Shares 3,874 Est. Cost $177.36 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,149 Shares 42,351 Est. Cost $50.17 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,122 Shares 13,096 Est. Cost $77.90 Unrealized +96.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,047 Shares 45,241 Est. Cost $46.59 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.4%
Value ($000) $1,914 Shares 73,528 Est. Cost $22.11 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,909 Shares 3,334 Est. Cost $109.17 Unrealized +369.1%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,772 Shares 43,094 Est. Cost $32.15 Unrealized
NAPR INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,771 Shares 36,407 Est. Cost $41.88 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,733 Shares 8,775 Est. Cost $43.23 Unrealized +313.4%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,728 Shares 10,418 Est. Cost $108.63 Unrealized +53.5%
IJR ISHARES TR 0.4%
Value ($000) $1,709 Shares 14,609 Est. Cost $91.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,641 Shares 2,807 Est. Cost $82.04 Unrealized +568.3%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,630 Shares 3,853 Est. Cost $101.07 Unrealized
GLW CORNING INC 0.4%
Value ($000) $1,607 Shares 35,598 Est. Cost $15.20 Unrealized +168.8%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,596 Shares 19,211 Est. Cost $55.25 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,551 Shares 9,100 Est. Cost $40.47 Unrealized +253.5%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,538 Shares 32,785 Est. Cost $47.50 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,528 Shares 19,234 Est. Cost $80.11 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,511 Shares 6,838 Est. Cost $133.32 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,471 Shares 24,689 Est. Cost $43.71 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,414 Shares 27,453 Est. Cost $55.07 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,366 Shares 8,035 Est. Cost $70.61 Unrealized +130.7%
V VISA INC 0.3%
Value ($000) $1,311 Shares 4,768 Est. Cost $103.33 Unrealized +159.1%
MRK MERCK & CO INC 0.3%
Value ($000) $1,308 Shares 11,519 Est. Cost $45.78 Unrealized +146.8%
EFA ISHARES TR 0.3%
Value ($000) $1,270 Shares 15,186 Est. Cost $63.81 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,254 Shares 34,088 Est. Cost $30.67 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,215 Shares 2,490 Est. Cost $186.37 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $1,210 Shares 10,710 Est. Cost $119.08 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,163 Shares 4,438 Est. Cost $79.80 Unrealized +197.4%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,161 Shares 5,506 Est. Cost $80.11 Unrealized +155.9%
NVS NOVARTIS AG 0.3%
Value ($000) $1,159 Shares 10,075 Est. Cost $94.62 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,146 Shares 6,616 Est. Cost $67.33 Unrealized +143.9%
EME EMCOR GROUP INC 0.2%
Value ($000) $1,132 Shares 2,630 Est. Cost $41.13 Unrealized +815.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,124 Shares 4,063 Est. Cost $145.09 Unrealized +74.7%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,109 Shares 963 Est. Cost $14.58 Unrealized +404.0%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $1,095 Shares 16,909 Est. Cost $51.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,066 Shares 5,952 Est. Cost $104.71 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,025 Shares 49,069 Est. Cost $19.93 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,020 Shares 17,034 Est. Cost $59.83 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,009 Shares 18,956 Est. Cost $19.93 Unrealized +134.8%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $966 Shares 28,736 Est. Cost $23.37 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $954 Shares 1,715 Est. Cost $156.95 Unrealized +246.9%
PSTP INNOVATOR ETFS TRUST 0.2%
Value ($000) $915 Shares 29,022 Est. Cost $25.50 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $914 Shares 20,031 Est. Cost $38.89 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $913 Shares 13,454 Est. Cost $55.40 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $886 Shares 6,013 Est. Cost $74.09 Unrealized +88.9%
AMZN AMAZON COM INC 0.2%
Value ($000) $885 Shares 4,750 Est. Cost $127.11 Unrealized +43.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $856 Shares 7,299 Est. Cost $61.21 Unrealized +79.8%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $824 Shares 37,545 Est. Cost $22.88 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $820 Shares 29,563 Est. Cost $22.05 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $809 Shares 7,095 Est. Cost $75.30 Unrealized +42.2%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $807 Shares 16,480 Est. Cost $50.64 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $799 Shares 6,521 Est. Cost $91.47 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $795 Shares 3,272 Est. Cost $145.93 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $791 Shares 20,808 Est. Cost $30.25 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $789 Shares 2,910 Est. Cost $115.21 Unrealized +112.8%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $774 Shares 33,684 Est. Cost $22.69 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $771 Shares 14,967 Est. Cost $51.39 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $752 Shares 6,662 Est. Cost $72.50 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $731 Shares 5,146 Est. Cost $80.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $726 Shares 1,478 Est. Cost $281.77 Unrealized +65.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $720 Shares 7,383 Est. Cost $42.67 Unrealized +94.1%
KO COCA COLA CO 0.2%
Value ($000) $717 Shares 9,976 Est. Cost $35.60 Unrealized +84.4%
SMH VANECK ETF TRUST 0.2%
Value ($000) $715 Shares 2,912 Est. Cost $212.52 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $684 Shares 2,850 Est. Cost $99.70 Unrealized +144.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $671 Shares 757 Est. Cost $487.68 Unrealized +76.7%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $665 Shares 12,402 Est. Cost $57.84 Unrealized
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $663 Shares 22,055 Est. Cost $21.97 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $655 Shares 6,671 Est. Cost $105.87 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $654 Shares 6,458 Est. Cost $109.97 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $640 Shares 5,179 Est. Cost $106.65 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $640 Shares 5,279 Est. Cost $54.61 Unrealized +103.4%
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $625 Shares 13,621 Est. Cost $45.64 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $594 Shares 3,496 Est. Cost $57.49 Unrealized +197.7%
IVV ISHARES TR 0.1%
Value ($000) $561 Shares 973 Est. Cost $408.28 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $553 Shares 22,065 Est. Cost $20.93 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $538 Shares 3,450 Est. Cost $71.73 Unrealized +96.6%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $535 Shares 20,585 Est. Cost $23.79 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $529 Shares 11,201 Est. Cost $53.34 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $522 Shares 3,123 Est. Cost $109.45 Unrealized +53.7%
XSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $509 Shares 13,270 Est. Cost $32.84 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $509 Shares 15,325 Est. Cost $30.26 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $502 Shares 1,835 Est. Cost $210.16 Unrealized +33.8%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $501 Shares 12,525 Est. Cost $31.29 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $498 Shares 2,850 Est. Cost $142.10 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $489 Shares 11,823 Est. Cost $30.60 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $488 Shares 5,419 Est. Cost $57.91 Unrealized +39.6%
ITB ISHARES TR 0.1%
Value ($000) $483 Shares 3,800 Est. Cost $60.60 Unrealized
DE DEERE & CO 0.1%
Value ($000) $466 Shares 1,116 Est. Cost $183.85 Unrealized +100.8%
OUSM ALPS ETF TR 0.1%
Value ($000) $461 Shares 10,223 Est. Cost $32.07 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $453 Shares 9,900 Est. Cost $37.38 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $444 Shares 3,290 Est. Cost $82.10 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $423 Shares 5,251 Est. Cost $33.81 Unrealized +102.7%
EALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $420 Shares 13,250 Est. Cost $30.45 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $416 Shares 1,727 Est. Cost $226.44 Unrealized +0.5%
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $412 Shares 12,310 Est. Cost $25.44 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $402 Shares 7,116 Est. Cost $42.60 Unrealized +28.7%
BLACKROCK INC 0.1%
Value ($000) $386 Shares 406 Est. Cost $323.76 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $382 Shares 1,802 Est. Cost $158.27 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $376 Shares 16,025 Est. Cost $28.31 Unrealized -12.1%
IAU ISHARES GOLD TR 0.1%
Value ($000) $346 Shares 6,952 Est. Cost $33.92 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $333 Shares 8,017 Est. Cost $37.21 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $332 Shares 14,335 Est. Cost $32.12 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $330 Shares 7,216 Est. Cost $31.92 Unrealized +28.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $328 Shares 1,485 Est. Cost $101.86 Unrealized +85.5%
IBND SPDR SER TR 0.1%
Value ($000) $318 Shares 10,400 Est. Cost $34.33 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $304 Shares 14,109 Est. Cost $19.27 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $303 Shares 2,000 Est. Cost $108.87 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $303 Shares 1,860 Est. Cost $73.11 Unrealized +93.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $302 Shares 3,755 Est. Cost $67.24 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $285 Shares 1,591 Est. Cost $124.04 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $285 Shares 7,855 Est. Cost $30.85 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $282 Shares 826 Est. Cost $138.02 Unrealized +22.0%
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $281 Shares 20,836 Est. Cost $13.24 Unrealized
MAXI SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $280 Shares 12,663 Est. Cost $20.13 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $275 Shares 7,600 Est. Cost $28.78 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $275 Shares 9,493 Est. Cost $23.34 Unrealized +14.3%
ADBE ADOBE INC 0.1%
Value ($000) $274 Shares 530 Est. Cost $544.34 Unrealized +0.8%
SPYV SPDR SER TR 0.1%
Value ($000) $271 Shares 5,130 Est. Cost $39.15 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $261 Shares 9,655 Est. Cost $27.01 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $258 Shares 5,227 Est. Cost $51.63 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $255 Shares 1,450 Est. Cost $127.62 Unrealized +32.3%
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $250 Shares 6,048 Est. Cost $34.57 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $248 Shares 813 Est. Cost $172.39 Unrealized +54.7%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $236 Shares 1,200 Est. Cost $92.05 Unrealized +125.8%
FTV FORTIVE CORP 0.1%
Value ($000) $231 Shares 2,922 Est. Cost $31.20 Unrealized +75.2%
BX BLACKSTONE INC 0.1%
Value ($000) $230 Shares 1,500 Est. Cost $133.67 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $228 Shares 1,500 Est. Cost $271.84 Unrealized -36.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $222 Shares 2,650 Est. Cost $73.07 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $222 Shares 1,560 Est. Cost $76.29 Unrealized +75.9%
PSR INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $221 Shares 2,241 Est. Cost $98.50 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 1,734 Est. Cost $127.25 Unrealized
MMM 3M CO 0.0%
Value ($000) $220 Shares 1,611 Est. Cost $76.24 Unrealized +56.3%
DX DYNEX CAP INC 0.0%
Value ($000) $218 Shares 17,100 Est. Cost $12.17 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $216 Shares 5,747 Est. Cost $35.84 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $214 Shares 1,956 Est. Cost $109.34 Unrealized