Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 24, 2017

Total Value ($000): $244,121 (100.0% shares, 0.0% debt)

Holdings (66)

IUSG ISHARES 4.3%
Value ($000) $10,508 Shares 208,159 Est. Cost $52.67 Unrealized
BA BOEING CO 4.2%
Value ($000) $10,178 Shares 40,035 Est. Cost $84.37 Unrealized +161.3%
IJT ISHARES 4.2%
Value ($000) $10,163 Shares 61,780 Est. Cost $164.50 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $9,555 Shares 128,279 Est. Cost $27.18 Unrealized +145.3%
VOT VANGUARD 3.5%
Value ($000) $8,653 Shares 71,068 Est. Cost $82.16 Unrealized
CSCO CISCO SYSTEMS INC 3.3%
Value ($000) $8,069 Shares 239,910 Est. Cost $15.85 Unrealized +55.9%
PFE PFIZER INC 3.2%
Value ($000) $7,694 Shares 215,509 Est. Cost $17.06 Unrealized +30.4%
SCHW SCHWAB CHARLES CORP 3.1%
Value ($000) $7,646 Shares 174,801 Est. Cost $17.40 Unrealized +113.5%
EWBC EAST WEST BANCORP INC 3.0%
Value ($000) $7,430 Shares 124,294 Est. Cost $22.62 Unrealized +105.5%
IBB ISHARES 3.0%
Value ($000) $7,276 Shares 21,811 Est. Cost $190.62 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.0%
Value ($000) $7,237 Shares 192,719 Est. Cost $19.00 Unrealized
GLW CORNING INC 2.9%
Value ($000) $7,158 Shares 239,228 Est. Cost $10.83 Unrealized +117.8%
VTR VENTAS INC. 2.9%
Value ($000) $7,071 Shares 108,563 Est. Cost $44.95 Unrealized +4.8%
PG PROCTER & GAMBLE CO 2.8%
Value ($000) $6,875 Shares 75,565 Est. Cost $57.97 Unrealized +26.0%
WY WEYERHAEUSER COMPANY 2.8%
Value ($000) $6,798 Shares 199,771 Est. Cost $19.44 Unrealized +21.7%
GENERAL ELECTRIC CO 2.7%
Value ($000) $6,618 Shares 273,708 Est. Cost $23.56 Unrealized
HANESBRANDS INC 2.7%
Value ($000) $6,498 Shares 263,713 Est. Cost $21.90 Unrealized
EMR EMERSON ELECTRIC CO 2.7%
Value ($000) $6,476 Shares 103,044 Est. Cost $42.41 Unrealized +16.1%
CBU COMMUNITY BANK SYSTEM INC 2.6%
Value ($000) $6,374 Shares 115,372 Est. Cost $21.81 Unrealized +92.5%
ROYAL DUTCH SHELL PLC 2.6%
Value ($000) $6,312 Shares 104,183 Est. Cost $62.99 Unrealized
VLO VALERO ENERGY CORP 2.5%
Value ($000) $6,142 Shares 79,843 Est. Cost $27.26 Unrealized +81.3%
COST COSTCO WHOLESALE CORP 2.3%
Value ($000) $5,678 Shares 34,564 Est. Cost $93.95 Unrealized +49.1%
EMBJ EMBRAER S A 2.3%
Value ($000) $5,573 Shares 246,515 Est. Cost $18.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $5,151 Shares 104,070 Est. Cost $28.00 Unrealized +7.9%
AAPL APPLE INC 2.1%
Value ($000) $5,102 Shares 33,103 Est. Cost $23.70 Unrealized +52.5%
GLAXOSMITHKLINE PLC 2.0%
Value ($000) $4,822 Shares 118,766 Est. Cost $48.01 Unrealized
WHR WHIRLPOOL CORP 1.9%
Value ($000) $4,599 Shares 24,935 Est. Cost $167.35 Unrealized +6.8%
TUPPERWARE CORP 1.8%
Value ($000) $4,515 Shares 73,046 Est. Cost $59.36 Unrealized
SLB SCHLUMBERGER 1.8%
Value ($000) $4,419 Shares 63,344 Est. Cost $55.12 Unrealized -5.9%
STERICYCLE INC 1.6%
Value ($000) $3,809 Shares 53,180 Est. Cost $76.13 Unrealized
DUK DUKE ENERGY CORP 1.5%
Value ($000) $3,762 Shares 44,829 Est. Cost $44.25 Unrealized +37.4%
FTS FORTIS INC 1.2%
Value ($000) $3,046 Shares 85,162 Est. Cost $22.33 Unrealized +17.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,742 Shares 21,087 Est. Cost $65.82 Unrealized +59.5%
INTC INTEL CORP 1.0%
Value ($000) $2,332 Shares 61,229 Est. Cost $18.48 Unrealized +60.1%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,297 Shares 29,993 Est. Cost $36.05 Unrealized +68.2%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $2,256 Shares 54,260 Est. Cost $24.04 Unrealized +33.3%
GOOG ALPHABET INC 0.9%
Value ($000) $2,197 Shares 2,291 Est. Cost $36.66 Unrealized +26.1%
THOMSON REUTERS CORP 0.9%
Value ($000) $2,148 Shares 46,802 Est. Cost $34.70 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $2,102 Shares 46,702 Est. Cost $29.24 Unrealized +19.5%
DGS WISDOMTREE 0.8%
Value ($000) $2,005 Shares 40,873 Est. Cost $46.36 Unrealized
DVN DEVON ENERGY CORP 0.8%
Value ($000) $1,990 Shares 54,204 Est. Cost $36.54 Unrealized -37.2%
TOTAL S A 0.8%
Value ($000) $1,962 Shares 36,655 Est. Cost $49.61 Unrealized
WMT WAL-MART STORES INC 0.8%
Value ($000) $1,899 Shares 24,309 Est. Cost $20.22 Unrealized +13.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,478 Shares 18,037 Est. Cost $54.63 Unrealized -0.5%
HMC HONDA MOTOR LTD AMERN 0.6%
Value ($000) $1,445 Shares 48,880 Est. Cost $31.56 Unrealized
T AT&T INC 0.2%
Value ($000) $550 Shares 14,036 Est. Cost $12.45 Unrealized +25.4%
SPY SPDR S&P 500 0.2%
Value ($000) $501 Shares 1,995 Est. Cost $233.42 Unrealized
POWERSHARES 0.2%
Value ($000) $452 Shares 3,109 Est. Cost $104.67 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $381 Shares 3,246 Est. Cost $70.45 Unrealized +8.2%
VCSH VANGUARD 0.1%
Value ($000) $362 Shares 4,513 Est. Cost $80.21 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $298 Shares 500 Est. Cost $770.40 Unrealized -30.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $293 Shares 2,000 Est. Cost $29.73 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $278 Shares 4,430 Est. Cost $53.53 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $275 Shares 1 Est. Cost $214456.19 Unrealized +23.7%
ORCL ORACLE CORP 0.1%
Value ($000) $256 Shares 5,305 Est. Cost $43.94 Unrealized 0.0%
BSV VANGUARD 0.1%
Value ($000) $243 Shares 3,043 Est. Cost $79.86 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $237 Shares 4,897 Est. Cost $38.93 Unrealized +13.9%
ABBV ABBVIE INC 0.1%
Value ($000) $231 Shares 2,600 Est. Cost $53.65 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $223 Shares 1,531 Est. Cost $94.77 Unrealized +2.2%
VEA VANGUARD 0.1%
Value ($000) $218 Shares 5,023 Est. Cost $43.40 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $213 Shares 7,304 Est. Cost $22.32 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $213 Shares 1,738 Est. Cost $65.55 Unrealized +58.6%
VO VANGUARD 0.1%
Value ($000) $211 Shares 1,438 Est. Cost $146.73 Unrealized
MMM 3M CO 0.1%
Value ($000) $210 Shares 1,000 Est. Cost $129.88 Unrealized 0.0%
DSI ISHARES 0.1%
Value ($000) $210 Shares 2,265 Est. Cost $92.72 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $206 Shares 1,255 Est. Cost $125.16 Unrealized 0.0%