Reynders McVeigh Capital Management, LLC Diversified Active

CIK: 0001455969 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $1,455 (100.0% shares, 0.0% debt)

Holdings (195)

AAPL Apple Inc 6.1%
Value ($000) $89 Shares 520,376 Est. Cost $87.21 Unrealized +107.9%
NVIDIA Corp 5.1%
Value ($000) $74 Shares 170,737 Est. Cost $178.12 Unrealized
MSFT Microsoft Corp 4.1%
Value ($000) $60 Shares 190,587 Est. Cost $93.14 Unrealized +248.5%
MasterCard Inc Cl A 4.1%
Value ($000) $59 Shares 150,080 Est. Cost $110.09 Unrealized
ROK Rockwell Automation Inc 3.8%
Value ($000) $56 Shares 194,813 Est. Cost $117.41 Unrealized +152.7%
DHR Danaher Corp 3.7%
Value ($000) $54 Shares 218,670 Est. Cost $54.22 Unrealized +306.1%
Carrier Global Corporation Com 3.6%
Value ($000) $53 Shares 952,376 Est. Cost $30.24 Unrealized
ADI Analog Devices Inc 3.5%
Value ($000) $52 Shares 294,180 Est. Cost $69.99 Unrealized +152.9%
NVO Novo-Nordisk AS ADR 3.1%
Value ($000) $44 Shares 489,224 Est. Cost $37.13 Unrealized
CNI Canadian National Railway Co 2.8%
Value ($000) $41 Shares 379,603 Est. Cost $61.30 Unrealized +78.3%
ABT Abbott Laboratories 2.6%
Value ($000) $38 Shares 387,457 Est. Cost $49.74 Unrealized +102.0%
Alphabet Inc Cap Stock Cl A 2.6%
Value ($000) $37 Shares 284,134 Est. Cost $132.07 Unrealized
ATR AptarGroup Inc 2.5%
Value ($000) $37 Shares 293,760 Est. Cost $82.49 Unrealized +44.0%
ADP Automatic Data Processing Inc 2.4%
Value ($000) $34 Shares 142,203 Est. Cost $109.55 Unrealized +111.0%
NKE Nike Inc Cl B 2.3%
Value ($000) $33 Shares 346,067 Est. Cost $63.33 Unrealized +55.1%
TMUS T Mobile US Inc 2.2%
Value ($000) $32 Shares 231,926 Est. Cost $118.69 Unrealized +12.8%
SYK Stryker Corp 2.1%
Value ($000) $30 Shares 110,587 Est. Cost $130.30 Unrealized +114.9%
Xylem Inc 2.0%
Value ($000) $29 Shares 314,394 Est. Cost $41.66 Unrealized
BDX Becton Dickinson & Co 1.9%
Value ($000) $28 Shares 109,051 Est. Cost $222.04 Unrealized +16.3%
TJX TJX Cos Inc 1.9%
Value ($000) $27 Shares 305,171 Est. Cost $56.14 Unrealized +52.0%
Tesla Motors Inc 1.8%
Value ($000) $26 Shares 104,897 Est. Cost $325.83 Unrealized
Alphabet Inc Cap Stock Cl C 1.7%
Value ($000) $25 Shares 193,019 Est. Cost $139.35 Unrealized
NYT New York Times Co Cl A 1.7%
Value ($000) $25 Shares 601,198 Est. Cost $26.68 Unrealized +53.3%
PG Procter & Gamble Co 1.5%
Value ($000) $22 Shares 148,823 Est. Cost $76.16 Unrealized +89.2%
APH Amphenol Corp Cl A 1.5%
Value ($000) $22 Shares 256,009 Est. Cost $29.90 Unrealized +41.0%
AMZN Amazon.com Inc 1.4%
Value ($000) $21 Shares 161,726 Est. Cost $122.61 Unrealized +9.3%
Waste Management Inc 1.4%
Value ($000) $20 Shares 129,817 Est. Cost $68.87 Unrealized
CVS CVS Health Corporation 1.3%
Value ($000) $19 Shares 274,635 Est. Cost $56.97 Unrealized +13.3%
Unilever PLC Sp ADR 1.2%
Value ($000) $18 Shares 361,608 Est. Cost $52.61 Unrealized
Medtronic PLC 1.2%
Value ($000) $17 Shares 221,885 Est. Cost $77.34 Unrealized
Aptiv PLC 1.2%
Value ($000) $17 Shares 171,646 Est. Cost $14.71 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $15 Shares 99,336 Est. Cost $75.91 Unrealized +101.9%
HD Home Depot Inc 1.1%
Value ($000) $15 Shares 50,747 Est. Cost $169.06 Unrealized +79.2%
CCK Crown Holdings Inc 1.0%
Value ($000) $14 Shares 156,849 Est. Cost $85.04 Unrealized +2.6%
TER Teradyne Inc 0.9%
Value ($000) $14 Shares 135,427 Est. Cost $107.07 Unrealized -2.5%
Novartis AG Sp ADR 0.9%
Value ($000) $13 Shares 126,524 Est. Cost $87.67 Unrealized
IBM Intl Business Machines 0.8%
Value ($000) $12 Shares 82,927 Est. Cost $120.16 Unrealized +9.6%
ILMN Illumina Inc 0.8%
Value ($000) $11 Shares 80,706 Est. Cost $158.61 Unrealized +3.7%
SBUX Starbucks Corp 0.7%
Value ($000) $10 Shares 112,771 Est. Cost $65.31 Unrealized +41.6%
AMD Advanced Micro Devices Inc 0.6%
Value ($000) $8 Shares 79,144 Est. Cost $119.38 Unrealized -9.1%
VEEV Veeva Systems Inc Cl A 0.5%
Value ($000) $8 Shares 37,936 Est. Cost $110.32 Unrealized +82.6%
Costco Wholesale Corp 0.4%
Value ($000) $7 Shares 11,517 Est. Cost $220.05 Unrealized
Abbvie Inc 0.4%
Value ($000) $6 Shares 41,630 Est. Cost $69.89 Unrealized
Enphase Energy Inc 0.4%
Value ($000) $6 Shares 47,650 Est. Cost $80.55 Unrealized
Perrigo Co PLC 0.4%
Value ($000) $6 Shares 178,085 Est. Cost $0.03 Unrealized
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $6 Shares 11,184 Est. Cost $115.94 Unrealized +356.2%
LLY Eli Lilly & Co 0.4%
Value ($000) $6 Shares 10,407 Est. Cost $170.59 Unrealized +197.1%
MarketAxess Holdings Inc 0.4%
Value ($000) $5 Shares 24,579 Est. Cost $103.25 Unrealized
ASML Holding NV NY Registry 0.4%
Value ($000) $5 Shares 8,705 Est. Cost $0.64 Unrealized
Vertex Pharmaceuticals Inc 0.3%
Value ($000) $5 Shares 14,071 Est. Cost $0.34 Unrealized
Visa Inc Cl A 0.3%
Value ($000) $5 Shares 19,869 Est. Cost $108.39 Unrealized
Merck & Co Inc 0.3%
Value ($000) $5 Shares 44,254 Est. Cost $58.55 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $5 Shares 26,751 Est. Cost $89.54 Unrealized +86.7%
FISV Fiserv Inc 0.3%
Value ($000) $4 Shares 37,411 Est. Cost $66.75 Unrealized +84.5%
BRK/B Berkshire Hathaway Inc Cl B 0.3%
Value ($000) $4 Shares 11,945 Est. Cost $169.15 Unrealized +109.7%
IFF International Flavors & Fragra 0.2%
Value ($000) $4 Shares 52,895 Est. Cost $76.82 Unrealized -10.5%
Crispr Therapeutics 0.2%
Value ($000) $3 Shares 76,178 Est. Cost $0.05 Unrealized
TILE Interface Inc 0.2%
Value ($000) $3 Shares 343,283 Est. Cost $12.58 Unrealized -22.9%
MCD McDonalds Corp 0.2%
Value ($000) $3 Shares 12,669 Est. Cost $101.07 Unrealized +166.7%
CHD Church & Dwight Inc 0.2%
Value ($000) $3 Shares 35,339 Est. Cost $55.64 Unrealized +67.4%
DSGX Descartes Systems Group Inc (U 0.2%
Value ($000) $3 Shares 42,789 Est. Cost $65.32 Unrealized +15.4%
UNP Union Pacific Corp 0.2%
Value ($000) $3 Shares 15,327 Est. Cost $103.69 Unrealized +98.8%
Cloudflare Inc Cl A Com 0.2%
Value ($000) $3 Shares 48,958 Est. Cost $0.06 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $3 Shares 37,470 Est. Cost $103.59 Unrealized -19.4%
Uber Technologies Inc 0.2%
Value ($000) $3 Shares 64,044 Est. Cost $0.03 Unrealized
SPDR S&P 500 Index ETF 0.2%
Value ($000) $3 Shares 6,869 Est. Cost $173.69 Unrealized
Oracle Corp 0.2%
Value ($000) $3 Shares 26,314 Est. Cost $35.97 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $2 Shares 9,133 Est. Cost $150.51 Unrealized +54.1%
VUG Vanguard Index Funds Growth ET 0.2%
Value ($000) $2 Shares 8,691 Est. Cost $152.77 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $2 Shares 34,743 Est. Cost $58.35 Unrealized +14.9%
VIG Vanguard Specialized Portfolio 0.1%
Value ($000) $2 Shares 12,414 Est. Cost $105.94 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $2 Shares 10,020 Est. Cost $103.35 Unrealized +68.2%
TYL Tyler Technologies Inc 0.1%
Value ($000) $2 Shares 4,683 Est. Cost $238.19 Unrealized +64.8%
DXCM DexCom Inc 0.1%
Value ($000) $2 Shares 19,193 Est. Cost $72.18 Unrealized +56.2%
NextEra Energy Inc 0.1%
Value ($000) $2 Shares 30,557 Est. Cost $98.10 Unrealized
NXP Semiconductors NV 0.1%
Value ($000) $2 Shares 8,670 Est. Cost $87.07 Unrealized
EFX Equifax Inc 0.1%
Value ($000) $2 Shares 9,012 Est. Cost $130.57 Unrealized +53.7%
ORA Ormat Technologies Inc 0.1%
Value ($000) $2 Shares 23,121 Est. Cost $58.01 Unrealized +31.7%
Cisco Systems Inc 0.1%
Value ($000) $2 Shares 28,824 Est. Cost $30.41 Unrealized
Intuitive Surgical Inc 0.1%
Value ($000) $1 Shares 5,058 Est. Cost $411.41 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1 Shares 25,133 Est. Cost $41.64 Unrealized +30.5%
IJH iShares Tr S&P Mid Cap 400 0.1%
Value ($000) $1 Shares 5,513 Est. Cost $173.51 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $1 Shares 9,846 Est. Cost $41.35 Unrealized +239.5%
DE Deere & Co 0.1%
Value ($000) $1 Shares 3,499 Est. Cost $151.69 Unrealized +162.3%
S&P Global Inc 0.1%
Value ($000) $1 Shares 3,451 Est. Cost $60.23 Unrealized
CSX CSX Corp 0.1%
Value ($000) $1 Shares 40,060 Est. Cost $24.43 Unrealized +25.2%
Zoetis Inc Cl A 0.1%
Value ($000) $1 Shares 6,954 Est. Cost $76.74 Unrealized
IWP iShares Tr Russell Mid Cap Gro 0.1%
Value ($000) $1 Shares 12,038 Est. Cost $117.36 Unrealized
Moderna Inc 0.1%
Value ($000) $1 Shares 10,375 Est. Cost $187.80 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $1 Shares 8,706 Est. Cost $60.15 Unrealized
MercadoLibre Inc 0.1%
Value ($000) $1 Shares 777 Est. Cost $944.61 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $1 Shares 28,960 Est. Cost $23.57 Unrealized +29.7%
Broadcom Inc 0.1%
Value ($000) $1 Shares 1,141 Est. Cost $285.33 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $1 Shares 9,196 Est. Cost $62.95 Unrealized +44.8%
JPMorgan Chase & Co 0.1%
Value ($000) $1 Shares 6,014 Est. Cost $57.09 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $1 Shares 5,249 Est. Cost $30.16 Unrealized +71.8%
Raytheon Technologies Corp 0.1%
Value ($000) $1 Shares 11,522 Est. Cost $60.83 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $1 Shares 12,758 Est. Cost $38.41 Unrealized +68.1%
IVV iShares Tr S&P 500 Index 0.1%
Value ($000) $1 Shares 1,897 Est. Cost $265.47 Unrealized
MTD Mettler Toledo International 0.1%
Value ($000) $1 Shares 726 Est. Cost $572.71 Unrealized +114.0%
RVTY Revvity Inc Com 0.1%
Value ($000) $1 Shares 7,165 Est. Cost $166.18 Unrealized -29.7%
Booking Holdings Inc 0.1%
Value ($000) $1 Shares 246 Est. Cost $1654.21 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $1 Shares 3,821 Est. Cost $88.50 Unrealized +131.6%
CL Colgate Palmolive Co 0.1%
Value ($000) $1 Shares 10,458 Est. Cost $57.49 Unrealized +23.3%
INTC Intel Corp 0.1%
Value ($000) $1 Shares 20,728 Est. Cost $27.34 Unrealized +25.2%
APD Air Prods & Chems Inc 0.1%
Value ($000) $1 Shares 2,592 Est. Cost $161.20 Unrealized +70.5%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $1 Shares 3,097 Est. Cost $68.09 Unrealized +73.8%
Idexx Laboratories Inc 0.0%
Value ($000) $1 Shares 1,660 Est. Cost $274.30 Unrealized
Accenture Ltd Bermuda Cl A 0.0%
Value ($000) $1 Shares 2,308 Est. Cost $210.20 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $1 Shares 5,859 Est. Cost $88.17 Unrealized +33.5%
Fidelity Natl Information Serv 0.0%
Value ($000) $1 Shares 12,619 Est. Cost $115.59 Unrealized
SPDR Series Trust S&P Div ETF 0.0%
Value ($000) $1 Shares 5,866 Est. Cost $73.39 Unrealized
DuPont de Nemours Inc 0.0%
Value ($000) $1 Shares 8,703 Est. Cost $47.45 Unrealized
Seagen Inc 0.0%
Value ($000) $1 Shares 2,988 Est. Cost $173.74 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $1 Shares 5,410 Est. Cost $71.25 Unrealized +57.5%
Envista Holdings Corporation 0.0%
Value ($000) $1 Shares 22,313 Est. Cost $21.49 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $1 Shares 2,318 Est. Cost $92.58 Unrealized
Linde Plc 0.0%
Value ($000) $1 Shares 1,642 Est. Cost $0.36 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $1 Shares 8,895 Est. Cost $64.79 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1 Shares 2,212 Est. Cost $105.90 Unrealized +146.9%
INTU Intuit 0.0%
Value ($000) $1 Shares 1,157 Est. Cost $202.67 Unrealized +146.1%
MCO Moodys Corp 0.0%
Value ($000) $1 Shares 1,849 Est. Cost $270.96 Unrealized +23.2%
VTI Vanguard Index Funds Stock Mkt 0.0%
Value ($000) $1 Shares 2,690 Est. Cost $164.49 Unrealized
KO Coca-Cola Co 0.0%
Value ($000) $1 Shares 10,149 Est. Cost $36.54 Unrealized +52.5%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $1 Shares 2,424 Est. Cost $120.55 Unrealized +90.8%
Target Corp 0.0%
Value ($000) $1 Shares 4,994 Est. Cost $100.78 Unrealized
Adobe Inc 0.0%
Value ($000) $1 Shares 1,065 Est. Cost $303.68 Unrealized
Alcon Inc 0.0%
Value ($000) $1 Shares 6,965 Est. Cost $67.45 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1 Shares 19,596 Est. Cost $33.74 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $1 Shares 1 Est. Cost $219349.66 Unrealized +145.7%
BAC Bank of America Corporation 0.0%
Value ($000) $1 Shares 19,331 Est. Cost $27.37 Unrealized +1.6%
ROP Roper Industries Inc 0.0%
Value ($000) $0 Shares 967 Est. Cost $230.21 Unrealized +109.7%
UnitedHealth Group Inc 0.0%
Value ($000) $0 Shares 908 Est. Cost $223.11 Unrealized
AXP American Express Co 0.0%
Value ($000) $0 Shares 3,015 Est. Cost $93.18 Unrealized +70.5%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $0 Shares 2,825 Est. Cost $159.37 Unrealized -4.8%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $109.15 Unrealized +69.1%
CLX Clorox Co 0.0%
Value ($000) $0 Shares 3,327 Est. Cost $89.83 Unrealized +55.8%
ECL Ecolab Inc 0.0%
Value ($000) $0 Shares 2,571 Est. Cost $107.72 Unrealized +64.6%
VOT Vanguard Mid Cap Growth Index 0.0%
Value ($000) $0 Shares 2,212 Est. Cost $150.42 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $61.65 Unrealized +138.7%
TXN Texas Instruments Inc 0.0%
Value ($000) $0 Shares 2,694 Est. Cost $113.95 Unrealized +39.4%
Meta Platforms Inc 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $150.64 Unrealized
Fortune Brands Innovations Inc 0.0%
Value ($000) $0 Shares 6,567 Est. Cost $72.19 Unrealized
WisdomTree Trust Large Cap Div 0.0%
Value ($000) $0 Shares 6,500 Est. Cost $80.14 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value ($000) $0 Shares 4,578 Est. Cost $50.99 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $0 Shares 1,911 Est. Cost $125.19 Unrealized +71.7%
3M Co 0.0%
Value ($000) $0 Shares 4,103 Est. Cost $155.22 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $0 Shares 3,866 Est. Cost $39.68 Unrealized +148.9%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $0 Shares 5,473 Est. Cost $38.12 Unrealized +76.3%
Trane Technologies PLC SHS 0.0%
Value ($000) $0 Shares 1,854 Est. Cost $127.70 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $184.71 Unrealized +18.6%
IVE iShares Tr S&P 500 Value 0.0%
Value ($000) $0 Shares 2,393 Est. Cost $84.45 Unrealized
IJJ iShares Tr S&P Mid Cap Value 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $131.04 Unrealized
CSL Carlisle Cos Inc 0.0%
Value ($000) $0 Shares 1,397 Est. Cost $94.40 Unrealized +176.1%
NetApp Inc 0.0%
Value ($000) $0 Shares 4,750 Est. Cost $35.26 Unrealized
VOOG Vanguard Admiral Funds Inc 500 0.0%
Value ($000) $0 Shares 1,442 Est. Cost $242.67 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $0 Shares 1,451 Est. Cost $262.24 Unrealized
Edwards Lifesciences Corp 0.0%
Value ($000) $0 Shares 4,827 Est. Cost $107.86 Unrealized
Wec Energy Group Inc 0.0%
Value ($000) $0 Shares 4,084 Est. Cost $85.48 Unrealized
ProLogis Inc 0.0%
Value ($000) $0 Shares 2,916 Est. Cost $82.75 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $0 Shares 1,279 Est. Cost $211.44 Unrealized +24.0%
BFH Bread Financial Holdings Inc 0.0%
Value ($000) $0 Shares 9,462 Est. Cost $47.39 Unrealized -26.0%
Insulet Corp 0.0%
Value ($000) $0 Shares 2,027 Est. Cost $135.96 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $0 Shares 1,373 Est. Cost $0.24 Unrealized
Corteva Inc 0.0%
Value ($000) $0 Shares 6,227 Est. Cost $30.44 Unrealized
Duke Energy Corp 0.0%
Value ($000) $0 Shares 3,558 Est. Cost $87.72 Unrealized
Constellation Brands Inc Cl A 0.0%
Value ($000) $0 Shares 1,214 Est. Cost $186.48 Unrealized
Powershares Exchange Traded Fd 0.0%
Value ($000) $0 Shares 2,063 Est. Cost $0.15 Unrealized
Extra Space Storage Inc 0.0%
Value ($000) $0 Shares 2,347 Est. Cost $92.84 Unrealized
VTV Vanguard Index Funds Value ETF 0.0%
Value ($000) $0 Shares 2,012 Est. Cost $130.06 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $0 Shares 4,073 Est. Cost $71.15 Unrealized -6.7%
FedEx Corp 0.0%
Value ($000) $0 Shares 1,004 Est. Cost $0.25 Unrealized
Verizon Communications Inc 0.0%
Value ($000) $0 Shares 7,890 Est. Cost $49.13 Unrealized
Chubb Limited Com 0.0%
Value ($000) $0 Shares 1,217 Est. Cost $160.59 Unrealized
EGP EastGroup Property Inc 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $129.38 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $128.37 Unrealized +24.2%
Kenvue Inc 0.0%
Value ($000) $0 Shares 12,232 Est. Cost $0.02 Unrealized
Otis Worldwide Corp 0.0%
Value ($000) $0 Shares 3,046 Est. Cost $0.08 Unrealized
BA Boeing Co 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $207.72 Unrealized +5.3%
Regeneron Pharmaceuticals 0.0%
Value ($000) $0 Shares 286 Est. Cost $377.05 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $0 Shares 1,373 Est. Cost $143.24 Unrealized +1.8%
VB Vanguard Index Funds Small Cap 0.0%
Value ($000) $0 Shares 1,225 Est. Cost $147.87 Unrealized
Paypal Holdings Inc 0.0%
Value ($000) $0 Shares 3,779 Est. Cost $56.65 Unrealized
Price T Rowe Group Inc 0.0%
Value ($000) $0 Shares 2,045 Est. Cost $75.75 Unrealized
RPM RPM Intl Inc 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $82.18 Unrealized +18.6%
Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.34 Unrealized
VMware Inc Cl A 0.0%
Value ($000) $0 Shares 1,249 Est. Cost $0.17 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $0 Shares 1,370 Est. Cost $0.15 Unrealized
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $0 Shares 4,672 Est. Cost $44.21 Unrealized
DOW Dow Inc 0.0%
Value ($000) $0 Shares 3,888 Est. Cost $30.12 Unrealized +53.7%
Sofi Technologies Inc 0.0%
Value ($000) $0 Shares 24,574 Est. Cost $10.14 Unrealized
Sunopta Inc 0.0%
Value ($000) $0 Shares 42,475 Est. Cost $12.81 Unrealized
ESRT Empire State Realty Trust Inc 0.0%
Value ($000) $0 Shares 16,397 Est. Cost $14.22 Unrealized
ERIC Ericsson ADR B 0.0%
Value ($000) $0 Shares 11,504 Est. Cost $12.59 Unrealized
Oatly Group Ab Sp Ads 0.0%
Value ($000) $0 Shares 24,600 Est. Cost $11.38 Unrealized