HARRIS ASSOCIATES L P Diversified Active

CIK: 0000813917 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $61,501,169 (100.0% shares, 0.0% debt)

Holdings (171)

GOOGL ALPHABET INC 4.5%
Value ($000) $2,775,601 Shares 15,749,876 Est. Cost $108.26 Unrealized +50.8%
COF CAPITAL ONE FINL CORP 3.5%
Value ($000) $2,142,086 Shares 10,068,086 Est. Cost $87.27 Unrealized +112.0%
SCHW SCHWAB CHARLES CORP 3.4%
Value ($000) $2,095,753 Shares 22,969,673 Est. Cost $55.39 Unrealized +50.1%
ICE INTERCONTINENTAL EXCHANGE IN 3.1%
Value ($000) $1,884,281 Shares 10,270,241 Est. Cost $101.85 Unrealized +67.4%
ABNB AIRBNB INC 3.1%
Value ($000) $1,884,168 Shares 14,237,331 Est. Cost $132.04 Unrealized -4.1%
IQV IQVIA HLDGS INC 3.0%
Value ($000) $1,852,184 Shares 11,753,182 Est. Cost $210.33 Unrealized -28.4%
COP CONOCOPHILLIPS 2.8%
Value ($000) $1,739,202 Shares 19,380,459 Est. Cost $91.80 Unrealized -4.1%
PSX PHILLIPS 66 2.6%
Value ($000) $1,604,476 Shares 13,449,090 Est. Cost $117.42 Unrealized -6.8%
KDP KEURIG DR PEPPER INC 2.5%
Value ($000) $1,557,727 Shares 47,118,176 Est. Cost $32.24 Unrealized +2.4%
CHTR CHARTER COMMUNICATIONS INC N 2.4%
Value ($000) $1,501,300 Shares 3,672,367 Est. Cost $381.61 Unrealized +0.3%
AIG AMERICAN INTL GROUP INC 2.4%
Value ($000) $1,478,087 Shares 17,269,384 Est. Cost $45.13 Unrealized +81.7%
FCNCA FIRST CTZNS BANCSHARES INC N 2.3%
Value ($000) $1,440,449 Shares 736,249 Est. Cost $1192.99 Unrealized +51.7%
BAC BANK AMERICA CORP 2.3%
Value ($000) $1,391,839 Shares 29,413,333 Est. Cost $18.88 Unrealized +119.5%
C CITIGROUP INC 2.2%
Value ($000) $1,374,332 Shares 16,145,823 Est. Cost $46.08 Unrealized +54.5%
EFX EQUIFAX INC 2.2%
Value ($000) $1,324,807 Shares 5,107,787 Est. Cost $249.20 Unrealized +1.5%
CBRE CBRE GROUP INC 2.1%
Value ($000) $1,274,342 Shares 9,094,648 Est. Cost $52.24 Unrealized +142.1%
WBD WARNER BROS DISCOVERY INC 2.0%
Value ($000) $1,248,293 Shares 108,926,085 Est. Cost $11.77 Unrealized -20.7%
GM GENERAL MTRS CO 2.0%
Value ($000) $1,245,178 Shares 25,303,360 Est. Cost $29.79 Unrealized +58.0%
WTW WILLIS TOWERS WATSON PLC LTD 1.9%
Value ($000) $1,160,488 Shares 3,786,257 Est. Cost $222.41 Unrealized +38.3%
DE DEERE & CO 1.8%
Value ($000) $1,111,129 Shares 2,185,155 Est. Cost $374.08 Unrealized +29.6%
CNC CENTENE CORP DEL 1.8%
Value ($000) $1,108,329 Shares 20,418,731 Est. Cost $72.72 Unrealized -19.3%
ALLY ALLY FINL INC 1.7%
Value ($000) $1,045,293 Shares 26,836,790 Est. Cost $21.37 Unrealized +58.1%
AMZN AMAZON COM INC 1.7%
Value ($000) $1,032,009 Shares 4,703,993 Est. Cost $158.32 Unrealized +25.0%
CNH CNH INDL N V 1.7%
Value ($000) $1,024,230 Shares 79,030,123 Est. Cost $9.71 Unrealized +25.9%
TEL TE CONNECTIVITY PLC 1.5%
Value ($000) $927,569 Shares 5,499,313 Est. Cost $147.30 Unrealized +2.5%
FISV FISERV INC 1.5%
Value ($000) $919,071 Shares 5,330,732 Est. Cost $111.68 Unrealized +62.4%
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $918,831 Shares 11,468,187 Est. Cost $34.22 Unrealized +107.9%
ELV ELEVANCE HEALTH INC 1.4%
Value ($000) $889,771 Shares 2,287,565 Est. Cost $406.25 Unrealized -2.4%
CRM SALESFORCE INC 1.3%
Value ($000) $816,048 Shares 2,992,586 Est. Cost $260.00 Unrealized +2.3%
STT STATE STR CORP 1.3%
Value ($000) $810,463 Shares 7,621,427 Est. Cost $58.67 Unrealized +54.4%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $763,845 Shares 21,402,223 Est. Cost $32.73 Unrealized +3.6%
MRK MERCK & CO INC 1.2%
Value ($000) $722,835 Shares 9,131,318 Est. Cost $98.27 Unrealized -21.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 1.2%
Value ($000) $716,437 Shares 9,672,433 Est. Cost $78.24 Unrealized -11.1%
CRBG COREBRIDGE FINL INC 1.2%
Value ($000) $714,908 Shares 20,138,267 Est. Cost $19.42 Unrealized +56.7%
NDAQ NASDAQ INC 1.1%
Value ($000) $694,948 Shares 7,771,730 Est. Cost $60.45 Unrealized +31.0%
DAL DELTA AIR LINES INC DEL 1.1%
Value ($000) $690,912 Shares 14,048,629 Est. Cost $45.88 Unrealized -0.7%
MPC MARATHON PETE CORP 1.1%
Value ($000) $685,774 Shares 4,128,430 Est. Cost $146.47 Unrealized +1.0%
LAD LITHIA MTRS INC 1.1%
Value ($000) $672,755 Shares 1,991,461 Est. Cost $275.75 Unrealized +12.2%
SYY SYSCO CORP 1.1%
Value ($000) $661,309 Shares 8,731,303 Est. Cost $72.61 Unrealized -2.1%
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $630,706 Shares 6,410,920 Est. Cost $72.62 Unrealized +15.6%
NKE NIKE INC 1.0%
Value ($000) $621,525 Shares 8,748,943 Est. Cost $59.08 Unrealized 0.0%
CG CARLYLE GROUP INC 0.9%
Value ($000) $581,642 Shares 11,315,984 Est. Cost $47.00 Unrealized -10.4%
EOG EOG RES INC 0.9%
Value ($000) $557,412 Shares 4,660,244 Est. Cost $76.84 Unrealized +45.9%
GPN GLOBAL PMTS INC 0.9%
Value ($000) $534,418 Shares 6,676,892 Est. Cost $106.01 Unrealized -26.0%
CTVA CORTEVA INC 0.8%
Value ($000) $514,832 Shares 6,907,715 Est. Cost $50.12 Unrealized +32.0%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $502,502 Shares 2,917,284 Est. Cost $200.57 Unrealized -10.0%
APA APA CORPORATION 0.8%
Value ($000) $486,626 Shares 26,606,120 Est. Cost $24.09 Unrealized -30.0%
PAYC PAYCOM SOFTWARE INC 0.8%
Value ($000) $481,741 Shares 2,081,854 Est. Cost $190.04 Unrealized +24.2%
RGA REINSURANCE GRP OF AMERICA I 0.8%
Value ($000) $472,800 Shares 2,383,546 Est. Cost $126.92 Unrealized +53.8%
MAS MASCO CORP 0.8%
Value ($000) $470,893 Shares 7,316,545 Est. Cost $50.22 Unrealized +23.9%
MOH MOLINA HEALTHCARE INC 0.7%
Value ($000) $459,156 Shares 1,541,308 Est. Cost $305.90 Unrealized +2.7%
BK BANK NEW YORK MELLON CORP 0.7%
Value ($000) $447,000 Shares 4,906,153 Est. Cost $35.38 Unrealized +137.3%
FBIN FORTUNE BRANDS INNOVATIONS I 0.6%
Value ($000) $390,310 Shares 7,581,775 Est. Cost $57.66 Unrealized -10.8%
GPC GENUINE PARTS CO 0.6%
Value ($000) $352,939 Shares 2,909,399 Est. Cost $129.99 Unrealized -9.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.6%
Value ($000) $340,405 Shares 3,732,101 Est. Cost $95.97 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $285,223 Shares 1,753,279 Est. Cost $177.77 Unrealized -0.6%
BAX BAXTER INTL INC 0.5%
Value ($000) $283,072 Shares 9,348,468 Est. Cost $38.32 Unrealized -21.7%
MGA MAGNA INTL INC 0.5%
Value ($000) $281,957 Shares 7,302,690 Est. Cost $49.63 Unrealized -30.1%
V VISA INC 0.4%
Value ($000) $274,755 Shares 773,849 Est. Cost $117.10 Unrealized +196.3%
BLK BLACKROCK INC 0.4%
Value ($000) $273,557 Shares 260,716 Est. Cost $984.03 Unrealized -5.2%
GOOG ALPHABET INC 0.4%
Value ($000) $242,138 Shares 1,365,005 Est. Cost $106.63 Unrealized +54.6%
ICLR ICON PLC 0.4%
Value ($000) $238,256 Shares 1,638,059 Est. Cost $141.84 Unrealized 0.0%
FLUT FLUTTER ENTMT PLC 0.4%
Value ($000) $231,054 Shares 808,559 Est. Cost $255.04 Unrealized -3.8%
RYAAY RYANAIR HOLDINGS PLC 0.4%
Value ($000) $225,861 Shares 3,916,432 Est. Cost $64.49 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $223,692 Shares 1,023,151 Est. Cost $57.66 Unrealized +178.9%
BC BRUNSWICK CORP 0.3%
Value ($000) $210,299 Shares 3,807,002 Est. Cost $71.53 Unrealized -30.6%
CE CELANESE CORP DEL 0.3%
Value ($000) $196,702 Shares 3,555,067 Est. Cost $88.53 Unrealized -43.8%
CRL CHARLES RIV LABS INTL INC 0.3%
Value ($000) $176,452 Shares 1,162,935 Est. Cost $133.35 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.3%
Value ($000) $165,743 Shares 5,341,389 Est. Cost $38.60 Unrealized -24.2%
OTEX OPEN TEXT CORP 0.3%
Value ($000) $160,764 Shares 5,498,367 Est. Cost $33.50 Unrealized -20.7%
MTN VAIL RESORTS INC 0.2%
Value ($000) $152,818 Shares 972,558 Est. Cost $202.56 Unrealized -26.7%
NVST ENVISTA HOLDINGS CORPORATION 0.2%
Value ($000) $152,651 Shares 7,812,256 Est. Cost $31.48 Unrealized -44.7%
WEN WENDYS CO 0.2%
Value ($000) $126,491 Shares 11,076,295 Est. Cost $18.97 Unrealized -35.7%
ABM ABM INDS INC 0.2%
Value ($000) $123,604 Shares 2,618,172 Est. Cost $44.68 Unrealized +6.3%
KVUE KENVUE INC 0.2%
Value ($000) $118,298 Shares 5,652,093 Est. Cost $18.66 Unrealized +18.8%
THO THOR INDS INC 0.2%
Value ($000) $117,855 Shares 1,327,051 Est. Cost $86.53 Unrealized -10.2%
APTV APTIV PLC 0.2%
Value ($000) $94,496 Shares 1,385,171 Est. Cost $61.22 Unrealized +1.2%
BWA BORGWARNER INC 0.2%
Value ($000) $92,835 Shares 2,772,856 Est. Cost $33.74 Unrealized -10.0%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $92,779 Shares 242,180 Est. Cost $105.45 Unrealized +240.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $92,005 Shares 1,364,254 Est. Cost $59.75 Unrealized +9.0%
OPLN OPENLANE INC 0.1%
Value ($000) $87,789 Shares 3,590,550 Est. Cost $15.38 Unrealized +37.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $79,386 Shares 248,876 Est. Cost $146.28 Unrealized +91.0%
WMG WARNER MUSIC GROUP CORP 0.1%
Value ($000) $75,179 Shares 2,759,890 Est. Cost $30.32 Unrealized -10.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $71,429 Shares 127,112 Est. Cost $128.56 Unrealized +329.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $67,702 Shares 712,727 Est. Cost $65.12 Unrealized +47.2%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $58,642 Shares 2,395,523 Est. Cost $19.42 Unrealized +22.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $58,223 Shares 844,049 Est. Cost $60.19 Unrealized +6.6%
KKR KKR & CO INC 0.1%
Value ($000) $57,287 Shares 430,632 Est. Cost $48.91 Unrealized +138.5%
ACVA ACV AUCTIONS INC 0.1%
Value ($000) $49,344 Shares 3,042,199 Est. Cost $13.94 Unrealized +11.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $46,779 Shares 66,095 Est. Cost $147.77 Unrealized +286.9%
TRGP TARGA RES CORP 0.1%
Value ($000) $45,280 Shares 260,110 Est. Cost $173.63 Unrealized -4.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $39,639 Shares 148,830 Est. Cost $75.08 Unrealized +216.6%
ALV AUTOLIV INC 0.1%
Value ($000) $37,432 Shares 334,515 Est. Cost $80.54 Unrealized +20.3%
OC OWENS CORNING NEW 0.1%
Value ($000) $36,036 Shares 262,045 Est. Cost $138.09 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $35,486 Shares 198,701 Est. Cost $168.13 Unrealized 0.0%
CUSHMAN WAKEFIELD PLC 0.1%
Value ($000) $32,334 Shares 2,920,889 Est. Cost $16.87 Unrealized
GRFS GRIFOLS S A 0.0%
Value ($000) $28,258 Shares 3,125,900 Est. Cost $8.48 Unrealized
KR KROGER CO 0.0%
Value ($000) $27,905 Shares 389,033 Est. Cost $44.16 Unrealized +54.4%
AAPL APPLE INC 0.0%
Value ($000) $26,840 Shares 130,818 Est. Cost $76.61 Unrealized +162.9%
LEA LEAR CORP 0.0%
Value ($000) $22,426 Shares 236,118 Est. Cost $98.79 Unrealized -12.8%
SAPIENS INTL CORP N V 0.0%
Value ($000) $19,714 Shares 673,980 Est. Cost $28.22 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $19,390 Shares 188,289 Est. Cost $81.02 Unrealized +16.8%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $13,904 Shares 106,200 Est. Cost $105.32 Unrealized +15.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $13,455 Shares 27,699 Est. Cost $211.00 Unrealized +140.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $10,119 Shares 48,740 Est. Cost $28.87 Unrealized +503.6%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $8,411 Shares 124,601 Est. Cost $75.06 Unrealized -9.0%
CSX CSX CORP 0.0%
Value ($000) $6,342 Shares 194,360 Est. Cost $29.78 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $4,311 Shares 3,219 Est. Cost $31.06 Unrealized +264.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $3,358 Shares 6,750 Est. Cost $337.37 Unrealized +28.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $2,638 Shares 16,700 Est. Cost $124.14 Unrealized +1.4%
META META PLATFORMS INC 0.0%
Value ($000) $2,617 Shares 3,545 Est. Cost $296.81 Unrealized +107.7%
CSL CARLISLE COS INC 0.0%
Value ($000) $2,496 Shares 6,685 Est. Cost $135.82 Unrealized +170.5%
DOV DOVER CORP 0.0%
Value ($000) $2,251 Shares 12,287 Est. Cost $41.96 Unrealized +311.6%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $1,683 Shares 5,804 Est. Cost $89.89 Unrealized +181.1%
WDAY WORKDAY INC 0.0%
Value ($000) $1,465 Shares 6,104 Est. Cost $172.94 Unrealized +40.9%
MCO MOODYS CORP 0.0%
Value ($000) $1,462 Shares 2,915 Est. Cost $226.06 Unrealized +103.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1,413 Shares 2,287 Est. Cost $582.56 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $1,305 Shares 13,345 Est. Cost $91.64 Unrealized -9.3%
MBC MASTERBRAND INC 0.0%
Value ($000) $1,229 Shares 112,402 Est. Cost $9.79 Unrealized +13.1%
DEO DIAGEO PLC 0.0%
Value ($000) $1,209 Shares 11,994 Est. Cost $115.37 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,201 Shares 27,930 Est. Cost $32.45 Unrealized +17.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,032 Shares 2,658 Est. Cost $168.20 Unrealized +96.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $998 Shares 9,450 Est. Cost $32.58 Unrealized +181.6%
HRI HERC HLDGS INC 0.0%
Value ($000) $955 Shares 7,250 Est. Cost $32.09 Unrealized +271.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $929 Shares 5,099 Est. Cost $61.64 Unrealized +171.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $772 Shares 7,166 Est. Cost $106.74 Unrealized -2.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $717 Shares 16,022 Est. Cost $24.48 Unrealized +57.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $652 Shares 3,301 Est. Cost $211.24 Unrealized -8.6%
EBAY EBAY INC. 0.0%
Value ($000) $633 Shares 8,500 Est. Cost $35.10 Unrealized +100.1%
ABBV ABBVIE INC 0.0%
Value ($000) $587 Shares 3,163 Est. Cost $182.67 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $575 Shares 581 Est. Cost $990.72 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $560 Shares 2,032 Est. Cost $215.92 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $527 Shares 2,982 Est. Cost $168.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $495 Shares 1,605 Est. Cost $155.99 Unrealized +93.8%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $422 Shares 2,400 Est. Cost $39.73 Unrealized +278.8%
CRI CARTERS INC 0.0%
Value ($000) $418 Shares 13,870 Est. Cost $64.48 Unrealized -48.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $414 Shares 1,416 Est. Cost $292.57 Unrealized +3.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $403 Shares 2,200 Est. Cost $157.45 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $358 Shares 2,497 Est. Cost $144.56 Unrealized -5.2%
PEP PEPSICO INC 0.0%
Value ($000) $329 Shares 2,495 Est. Cost $131.03 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $323 Shares 414 Est. Cost $773.40 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $311 Shares 1,337 Est. Cost $198.41 Unrealized +0.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $299 Shares 16,500 Est. Cost $18.13 Unrealized
KB KB FINL GROUP INC 0.0%
Value ($000) $293 Shares 3,545 Est. Cost $82.59 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $285 Shares 2,515 Est. Cost $84.79 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $282 Shares 2,071 Est. Cost $130.60 Unrealized 0.0%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $279 Shares 9,750 Est. Cost $24.90 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $268 Shares 1,685 Est. Cost $160.77 Unrealized 0.0%
PIMCO DYNAMIC INCOME STRATEG 0.0%
Value ($000) $268 Shares 10,000 Est. Cost $26.76 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $267 Shares 1,469 Est. Cost $181.74 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $266 Shares 46 Est. Cost $1822.04 Unrealized +179.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $264 Shares 1,860 Est. Cost $108.87 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $258 Shares 2,637 Est. Cost $92.95 Unrealized +2.0%
HD HOME DEPOT INC 0.0%
Value ($000) $254 Shares 693 Est. Cost $355.91 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $249 Shares 699 Est. Cost $361.30 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $230 Shares 3,000 Est. Cost $76.67 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $226 Shares 571 Est. Cost $371.54 Unrealized 0.0%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $222 Shares 8,870 Est. Cost $21.50 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $219 Shares 1,405 Est. Cost $157.38 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $208 Shares 264 Est. Cost $674.49 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $206 Shares 295 Est. Cost $628.26 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $200 Shares 1,613 Est. Cost $104.90 Unrealized -2.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $199 Shares 700 Est. Cost $284.39 Unrealized
BLACKROCK TECH AND PRIVATE E 0.0%
Value ($000) $184 Shares 25,000 Est. Cost $7.34 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $169 Shares 783 Est. Cost $204.67 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $140 Shares 1,092 Est. Cost $119.55 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $122 Shares 28,590 Est. Cost $2.61 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $91.94 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $60 Shares 669 Est. Cost $83.63 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $33 Shares 600 Est. Cost $52.64 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $19 Shares 600 Est. Cost $23.30 Unrealized