Nautilus Advisors LLC Diversified Active

CIK: 0002083253 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $148,554 (100.0% shares, 0.0% debt)

Holdings (171)

AMZN AMAZON COM INC 5.1%
Value ($000) $7,587 Shares 34,552 Est. Cost $204.58 Unrealized +10.6%
AAPL APPLE INC 4.6%
Value ($000) $6,774 Shares 26,602 Est. Cost $234.51 Unrealized -3.8%
SPY SPDR S&P 500 ETF TR 4.3%
Value ($000) $6,345 Shares 9,524 Est. Cost $586.09 Unrealized
NFLX NETFLIX INC 3.7%
Value ($000) $5,484 Shares 4,574 Est. Cost $82.31 Unrealized +48.3%
GOOGL ALPHABET INC 3.4%
Value ($000) $5,010 Shares 20,608 Est. Cost $173.85 Unrealized +20.3%
DFAC DIMENSIONAL ETF TRUST 2.3%
Value ($000) $3,389 Shares 87,868 Est. Cost $34.70 Unrealized
TDVG T ROWE PRICE ETF INC 1.8%
Value ($000) $2,666 Shares 60,645 Est. Cost $39.61 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $2,601 Shares 5,023 Est. Cost $422.61 Unrealized +20.4%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $2,589 Shares 2,797 Est. Cost $926.45 Unrealized +3.3%
JPLD J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $2,552 Shares 48,631 Est. Cost $52.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $2,530 Shares 5,032 Est. Cost $484.35 Unrealized +0.0%
GOOG ALPHABET INC 1.6%
Value ($000) $2,420 Shares 9,936 Est. Cost $174.62 Unrealized +20.2%
GSEW GOLDMAN SACHS ETF TR 1.6%
Value ($000) $2,318 Shares 27,256 Est. Cost $77.38 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $2,243 Shares 12,024 Est. Cost $137.64 Unrealized +26.6%
V VISA INC 1.5%
Value ($000) $2,185 Shares 6,401 Est. Cost $298.33 Unrealized +15.7%
ABBV ABBVIE INC 1.3%
Value ($000) $2,001 Shares 8,644 Est. Cost $178.96 Unrealized +12.8%
CGDG CAPITAL GROUP DIVIDEND GROWE 1.2%
Value ($000) $1,845 Shares 53,242 Est. Cost $30.60 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.2%
Value ($000) $1,834 Shares 39,773 Est. Cost $37.74 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.1%
Value ($000) $1,638 Shares 37,284 Est. Cost $38.91 Unrealized
CRM SALESFORCE INC 1.1%
Value ($000) $1,629 Shares 6,873 Est. Cost $316.76 Unrealized -20.6%
FEGE RBB FUND TRUST 1.0%
Value ($000) $1,539 Shares 34,799 Est. Cost $39.51 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $1,517 Shares 3,163 Est. Cost $410.48 Unrealized
AMAT APPLIED MATLS INC 1.0%
Value ($000) $1,450 Shares 7,084 Est. Cost $179.18 Unrealized +0.9%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,422 Shares 8,550 Est. Cost $159.52 Unrealized -1.5%
REV GROUP INC 1.0%
Value ($000) $1,417 Shares 25,000 Est. Cost $31.87 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $1,344 Shares 1,800 Est. Cost $621.80 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $1,334 Shares 7,915 Est. Cost $156.24 Unrealized +13.8%
PYLD PIMCO ETF TR 0.8%
Value ($000) $1,260 Shares 46,928 Est. Cost $26.48 Unrealized
MGK VANGUARD WORLD FD 0.8%
Value ($000) $1,238 Shares 3,076 Est. Cost $344.87 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.8%
Value ($000) $1,210 Shares 34,839 Est. Cost $31.39 Unrealized
SCHW SCHWAB CHARLES CORP 0.8%
Value ($000) $1,187 Shares 12,431 Est. Cost $73.82 Unrealized +28.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value ($000) $1,131 Shares 28,850 Est. Cost $59.44 Unrealized -24.2%
FXE INVESCO CURRENCYSHARES EURO 0.8%
Value ($000) $1,126 Shares 10,387 Est. Cost $97.06 Unrealized
VNLA JANUS DETROIT STR TR 0.7%
Value ($000) $1,096 Shares 22,234 Est. Cost $48.91 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $1,079 Shares 1,469 Est. Cost $584.74 Unrealized +27.1%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,059 Shares 3,608 Est. Cost $287.90 Unrealized +3.4%
LOW LOWES COS INC 0.7%
Value ($000) $1,051 Shares 4,182 Est. Cost $259.72 Unrealized -6.0%
RDDT REDDIT INC 0.7%
Value ($000) $1,000 Shares 4,350 Est. Cost $139.33 Unrealized +46.5%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $987 Shares 19,594 Est. Cost $49.81 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $976 Shares 7,286 Est. Cost $113.33 Unrealized +15.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $918 Shares 15,967 Est. Cost $56.38 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $885 Shares 3,146 Est. Cost $161.31 Unrealized +57.6%
DISV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $871 Shares 24,395 Est. Cost $34.04 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $862 Shares 10,187 Est. Cost $93.83 Unrealized -5.6%
CINF CINCINNATI FINL CORP 0.6%
Value ($000) $845 Shares 5,347 Est. Cost $142.02 Unrealized +5.8%
SUSA ISHARES TR 0.6%
Value ($000) $841 Shares 6,200 Est. Cost $121.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $831 Shares 3,850 Est. Cost $195.82 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $825 Shares 4,449 Est. Cost $149.59 Unrealized +13.3%
FEOE RBB FUND TRUST 0.6%
Value ($000) $823 Shares 17,846 Est. Cost $42.59 Unrealized
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $820 Shares 3,146 Est. Cost $257.33 Unrealized -0.0%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $809 Shares 1,348 Est. Cost $512.58 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $795 Shares 7,158 Est. Cost $87.00 Unrealized +29.1%
DFSD DIMENSIONAL ETF TRUST 0.5%
Value ($000) $785 Shares 16,288 Est. Cost $46.88 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $778 Shares 13,034 Est. Cost $73.05 Unrealized -7.4%
SHAK SHAKE SHACK INC 0.5%
Value ($000) $751 Shares 8,020 Est. Cost $122.51 Unrealized -6.2%
PWZ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $737 Shares 30,811 Est. Cost $24.69 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $730 Shares 15,358 Est. Cost $39.02 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $719 Shares 1,616 Est. Cost $327.64 Unrealized +5.9%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $712 Shares 13,142 Est. Cost $44.04 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $704 Shares 5,369 Est. Cost $119.02 Unrealized +13.8%
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $703 Shares 23,729 Est. Cost $27.71 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.5%
Value ($000) $703 Shares 12,079 Est. Cost $53.18 Unrealized
TXUE THORNBURG ETF TR 0.5%
Value ($000) $693 Shares 22,820 Est. Cost $29.95 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $682 Shares 24,458 Est. Cost $25.84 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $672 Shares 4,376 Est. Cost $165.73 Unrealized -6.5%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $667 Shares 6,501 Est. Cost $108.03 Unrealized -4.8%
ASML ASML HOLDING N V 0.4%
Value ($000) $650 Shares 671 Est. Cost $702.03 Unrealized
OAKM HARRIS OAKMARK ETF TRUST 0.4%
Value ($000) $628 Shares 23,442 Est. Cost $26.78 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $618 Shares 1,862 Est. Cost $283.24 Unrealized +11.8%
SYY SYSCO CORP 0.4%
Value ($000) $617 Shares 7,499 Est. Cost $73.94 Unrealized +6.6%
AMGN AMGEN INC 0.4%
Value ($000) $604 Shares 2,142 Est. Cost $286.12 Unrealized +0.2%
CALF PACER FDS TR 0.4%
Value ($000) $585 Shares 13,362 Est. Cost $43.88 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $581 Shares 1,761 Est. Cost $190.17 Unrealized +60.8%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $575 Shares 1,958 Est. Cost $264.08 Unrealized
SHOP SHOPIFY INC 0.4%
Value ($000) $567 Shares 3,813 Est. Cost $97.26 Unrealized +39.4%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $565 Shares 2,004 Est. Cost $216.31 Unrealized +20.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $549 Shares 3,391 Est. Cost $143.16 Unrealized +12.7%
BUG GLOBAL X FDS 0.4%
Value ($000) $546 Shares 15,520 Est. Cost $36.50 Unrealized
MKC MCCORMICK & CO INC 0.4%
Value ($000) $541 Shares 8,088 Est. Cost $76.10 Unrealized -9.3%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $526 Shares 2,772 Est. Cost $175.23 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $522 Shares 4,394 Est. Cost $115.96 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $522 Shares 7,866 Est. Cost $63.09 Unrealized +7.7%
DFCA DIMENSIONAL ETF TRUST 0.3%
Value ($000) $500 Shares 10,041 Est. Cost $49.82 Unrealized
GLW CORNING INC 0.3%
Value ($000) $495 Shares 6,030 Est. Cost $46.35 Unrealized +40.2%
LVHI LEGG MASON ETF INVT 0.3%
Value ($000) $495 Shares 14,231 Est. Cost $33.21 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.3%
Value ($000) $489 Shares 5,865 Est. Cost $77.73 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $482 Shares 2,182 Est. Cost $211.11 Unrealized +6.0%
SHEL SHELL PLC 0.3%
Value ($000) $476 Shares 6,658 Est. Cost $64.57 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $472 Shares 40,693 Est. Cost $11.53 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $471 Shares 988 Est. Cost $381.74 Unrealized +11.4%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $469 Shares 4,787 Est. Cost $74.56 Unrealized +25.4%
GPIX GOLDMAN SACHS ETF TR 0.3%
Value ($000) $461 Shares 8,832 Est. Cost $50.30 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $458 Shares 5,105 Est. Cost $135.26 Unrealized -28.5%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $458 Shares 1,800 Est. Cost $240.28 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $458 Shares 9,859 Est. Cost $45.98 Unrealized
CMF ISHARES TR 0.3%
Value ($000) $448 Shares 7,850 Est. Cost $57.28 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $446 Shares 16,950 Est. Cost $23.20 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $425 Shares 693 Est. Cost $541.11 Unrealized
PHM PULTE GROUP INC 0.3%
Value ($000) $422 Shares 3,195 Est. Cost $128.60 Unrealized -3.7%
HD HOME DEPOT INC 0.3%
Value ($000) $419 Shares 1,033 Est. Cost $397.26 Unrealized -2.0%
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $419 Shares 2,000 Est. Cost $189.98 Unrealized
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $416 Shares 3,092 Est. Cost $231.32 Unrealized -31.9%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.3%
Value ($000) $416 Shares 14,036 Est. Cost $24.81 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $415 Shares 5,146 Est. Cost $64.42 Unrealized +10.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $407 Shares 9,025 Est. Cost $52.58 Unrealized -13.4%
JGRO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $402 Shares 4,289 Est. Cost $81.25 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.3%
Value ($000) $397 Shares 3,976 Est. Cost $99.44 Unrealized
ESML ISHARES TR 0.3%
Value ($000) $378 Shares 8,388 Est. Cost $42.05 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $378 Shares 495 Est. Cost $821.14 Unrealized -9.6%
ESGD ISHARES TR 0.3%
Value ($000) $372 Shares 4,000 Est. Cost $76.14 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $370 Shares 2,974 Est. Cost $130.11 Unrealized -2.5%
TMSL T ROWE PRICE ETF INC 0.2%
Value ($000) $368 Shares 10,469 Est. Cost $31.76 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $366 Shares 3,840 Est. Cost $83.84 Unrealized +8.9%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $361 Shares 737 Est. Cost $333.89 Unrealized +36.2%
FXY INVESCO CURRENCYSHARES JAPAN 0.2%
Value ($000) $359 Shares 5,768 Est. Cost $58.62 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $351 Shares 4,000 Est. Cost $71.04 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $345 Shares 1,095 Est. Cost $228.03 Unrealized +29.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $345 Shares 4,313 Est. Cost $93.07 Unrealized -9.1%
VOX VANGUARD WORLD FD 0.2%
Value ($000) $338 Shares 1,800 Est. Cost $154.96 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $335 Shares 2,718 Est. Cost $157.37 Unrealized -22.3%
TIP ISHARES TR 0.2%
Value ($000) $334 Shares 3,000 Est. Cost $106.55 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $331 Shares 2,131 Est. Cost $145.50 Unrealized +4.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $327 Shares 1,605 Est. Cost $188.91 Unrealized +1.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $325 Shares 5,423 Est. Cost $47.82 Unrealized
NATO THEMES ETF TR 0.2%
Value ($000) $324 Shares 8,280 Est. Cost $39.14 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $323 Shares 2,141 Est. Cost $100.45 Unrealized +32.7%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $323 Shares 2,725 Est. Cost $96.81 Unrealized
FLXR TCW ETF TRUST 0.2%
Value ($000) $318 Shares 7,984 Est. Cost $38.81 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $316 Shares 343 Est. Cost $199.71 Unrealized -6.5%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $316 Shares 4,854 Est. Cost $52.36 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $314 Shares 7,143 Est. Cost $39.50 Unrealized +7.6%
EWG ISHARES INC 0.2%
Value ($000) $305 Shares 7,320 Est. Cost $31.82 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $303 Shares 260 Est. Cost $991.05 Unrealized +11.9%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $300 Shares 528 Est. Cost $514.68 Unrealized +11.4%
TTD THE TRADE DESK INC 0.2%
Value ($000) $300 Shares 6,120 Est. Cost $63.80 Unrealized -0.5%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $300 Shares 3,800 Est. Cost $77.27 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $297 Shares 5,174 Est. Cost $56.48 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $283 Shares 1,690 Est. Cost $118.27 Unrealized +30.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $283 Shares 355 Est. Cost $571.74 Unrealized +28.5%
USMV ISHARES TR 0.2%
Value ($000) $279 Shares 2,935 Est. Cost $88.79 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $279 Shares 1,633 Est. Cost $168.81 Unrealized +0.4%
IWR ISHARES TR 0.2%
Value ($000) $269 Shares 2,791 Est. Cost $88.39 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $262 Shares 526 Est. Cost $527.20 Unrealized -15.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $258 Shares 660 Est. Cost $464.27 Unrealized -10.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $256 Shares 9,380 Est. Cost $27.32 Unrealized
AMCOR PLC 0.2%
Value ($000) $255 Shares 31,210 Est. Cost $10.10 Unrealized -11.2%
SUB ISHARES TR 0.2%
Value ($000) $253 Shares 2,370 Est. Cost $105.48 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $252 Shares 4,405 Est. Cost $57.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $241 Shares 11,925 Est. Cost $22.04 Unrealized
MINO PIMCO ETF TR 0.2%
Value ($000) $240 Shares 5,305 Est. Cost $45.06 Unrealized
EWL ISHARES INC 0.2%
Value ($000) $239 Shares 4,318 Est. Cost $51.79 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $238 Shares 1,645 Est. Cost $132.28 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $233 Shares 3,092 Est. Cost $74.92 Unrealized -3.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $233 Shares 1,246 Est. Cost $184.06 Unrealized 0.0%
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $230 Shares 1,946 Est. Cost $109.63 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $230 Shares 4,755 Est. Cost $46.63 Unrealized -0.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $227 Shares 1,986 Est. Cost $103.52 Unrealized +13.0%
B BARRICK MNG CORP 0.2%
Value ($000) $227 Shares 6,940 Est. Cost $25.15 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $227 Shares 1,500 Est. Cost $139.02 Unrealized
BTCW WISDOMTREE BITCOIN FD 0.2%
Value ($000) $226 Shares 1,866 Est. Cost $121.27 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $225 Shares 8,515 Est. Cost $23.73 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $223 Shares 3,000 Est. Cost $71.91 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $220 Shares 1,095 Est. Cost $165.97 Unrealized +17.9%
IVV ISHARES TR 0.1%
Value ($000) $219 Shares 327 Est. Cost $669.72 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $218 Shares 1,390 Est. Cost $147.12 Unrealized +4.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $212 Shares 699 Est. Cost $290.22 Unrealized +3.9%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $211 Shares 1,475 Est. Cost $109.05 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $208 Shares 3,047 Est. Cost $60.38 Unrealized +11.6%
GE GE AEROSPACE 0.1%
Value ($000) $207 Shares 689 Est. Cost $272.69 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.1%
Value ($000) $205 Shares 12,700 Est. Cost $8.14 Unrealized +86.5%
CBUS CIBUS INC 0.0%
Value ($000) $28 Shares 21,501 Est. Cost $3.87 Unrealized -62.6%