Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 18, 2018

Total Value ($000): $257,749 (100.0% shares, 0.0% debt)

Holdings (67)

SPY SPDR S&P 500 4.6%
Value ($000) $11,730 Shares 43,955 Est. Cost $265.35 Unrealized
IUSG ISHARES 4.4%
Value ($000) $11,443 Shares 212,810 Est. Cost $52.69 Unrealized
BA BOEING CO 4.4%
Value ($000) $11,422 Shares 38,730 Est. Cost $84.37 Unrealized +205.1%
MSFT MICROSOFT CORP 4.2%
Value ($000) $10,911 Shares 127,552 Est. Cost $27.18 Unrealized +176.9%
IJT ISHARES 4.0%
Value ($000) $10,388 Shares 61,050 Est. Cost $164.50 Unrealized
VOT VANGUARD 3.6%
Value ($000) $9,152 Shares 71,657 Est. Cost $82.16 Unrealized
CSCO CISCO SYSTEMS INC 3.5%
Value ($000) $9,096 Shares 237,485 Est. Cost $15.85 Unrealized +76.5%
SCHW CHARLES SCHWAB CORP 3.5%
Value ($000) $9,020 Shares 175,591 Est. Cost $17.40 Unrealized +142.1%
PFE PFIZER INC 3.0%
Value ($000) $7,856 Shares 216,884 Est. Cost $17.06 Unrealized +39.5%
GLW CORNING INC 3.0%
Value ($000) $7,674 Shares 239,888 Est. Cost $10.83 Unrealized +132.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.0%
Value ($000) $7,606 Shares 191,819 Est. Cost $19.00 Unrealized
EWBC EAST WEST BANCORP INC 2.9%
Value ($000) $7,585 Shares 124,689 Est. Cost $22.62 Unrealized +116.4%
VLO VALERO ENERGY CORP 2.9%
Value ($000) $7,460 Shares 81,163 Est. Cost $27.79 Unrealized +114.7%
EMR EMERSON ELECTRIC CO 2.9%
Value ($000) $7,349 Shares 105,439 Est. Cost $42.66 Unrealized +24.9%
WY WEYERHAEUSER COMPANY 2.8%
Value ($000) $7,168 Shares 203,281 Est. Cost $19.55 Unrealized +31.7%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $7,077 Shares 77,027 Est. Cost $58.25 Unrealized +24.7%
ROYAL DUTCH SHELL PLC 2.7%
Value ($000) $6,995 Shares 104,853 Est. Cost $62.99 Unrealized
IBB ISHARES 2.7%
Value ($000) $6,990 Shares 65,468 Est. Cost $134.70 Unrealized
VTR VENTAS INC. 2.6%
Value ($000) $6,617 Shares 110,278 Est. Cost $44.94 Unrealized -0.9%
COST COSTCO WHOLESALE CORP 2.5%
Value ($000) $6,437 Shares 34,584 Est. Cost $93.95 Unrealized +64.4%
CBU COMMUNITY BANK SYSTEM INC 2.4%
Value ($000) $6,206 Shares 115,452 Est. Cost $21.81 Unrealized +96.9%
EMBJ EMBRAER S A 2.4%
Value ($000) $6,088 Shares 254,370 Est. Cost $18.46 Unrealized
HANESBRANDS INC 2.2%
Value ($000) $5,741 Shares 274,513 Est. Cost $21.86 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $5,590 Shares 105,612 Est. Cost $28.06 Unrealized +13.9%
AAPL APPLE INC 2.2%
Value ($000) $5,551 Shares 32,798 Est. Cost $23.70 Unrealized +64.9%
TUPPERWARE CORP 1.8%
Value ($000) $4,666 Shares 74,411 Est. Cost $59.42 Unrealized
GLAXOSMITHKLINE PLC 1.7%
Value ($000) $4,429 Shares 124,866 Est. Cost $47.40 Unrealized
WHR WHIRLPOOL CORP 1.7%
Value ($000) $4,302 Shares 25,505 Est. Cost $167.40 Unrealized +1.2%
DUK DUKE ENERGY CORP 1.5%
Value ($000) $3,786 Shares 45,012 Est. Cost $44.25 Unrealized +41.6%
STERICYCLE INC 1.4%
Value ($000) $3,669 Shares 53,975 Est. Cost $76.01 Unrealized
FTS FORTIS INC 1.2%
Value ($000) $3,184 Shares 86,844 Est. Cost $22.42 Unrealized +20.8%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,968 Shares 21,237 Est. Cost $65.82 Unrealized +68.6%
INTC INTEL CORP 1.1%
Value ($000) $2,795 Shares 60,554 Est. Cost $18.48 Unrealized +97.8%
GOOG ALPHABET INC 1.0%
Value ($000) $2,462 Shares 2,353 Est. Cost $37.03 Unrealized +36.4%
WMT WAL-MART STORES INC 0.9%
Value ($000) $2,379 Shares 24,089 Est. Cost $20.22 Unrealized +32.7%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $2,303 Shares 54,065 Est. Cost $24.04 Unrealized +40.6%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,290 Shares 30,553 Est. Cost $36.49 Unrealized +64.2%
DGS WISDOMTREE 0.9%
Value ($000) $2,288 Shares 43,878 Est. Cost $46.75 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $2,177 Shares 47,447 Est. Cost $29.34 Unrealized +21.4%
TOTAL S A 0.8%
Value ($000) $2,072 Shares 37,475 Est. Cost $49.73 Unrealized
THOMSON REUTERS CORP 0.8%
Value ($000) $2,071 Shares 47,512 Est. Cost $34.83 Unrealized
HMC HONDA MOTOR LTD AMERN 0.7%
Value ($000) $1,690 Shares 49,595 Est. Cost $31.60 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,441 Shares 17,221 Est. Cost $54.63 Unrealized +4.6%
T AT&T INC 0.2%
Value ($000) $591 Shares 15,192 Est. Cost $12.66 Unrealized +20.5%
POWERSHARES 0.2%
Value ($000) $521 Shares 3,348 Est. Cost $108.31 Unrealized
VCSH VANGUARD 0.2%
Value ($000) $503 Shares 6,339 Est. Cost $79.96 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $406 Shares 3,246 Est. Cost $70.45 Unrealized +18.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $393 Shares 22,493 Est. Cost $23.56 Unrealized
DSI ISHARES 0.1%
Value ($000) $358 Shares 3,640 Est. Cost $94.84 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $356 Shares 500 Est. Cost $770.40 Unrealized -17.0%
VEA VANGUARD 0.1%
Value ($000) $345 Shares 7,697 Est. Cost $43.89 Unrealized
BSV VANGUARD 0.1%
Value ($000) $330 Shares 4,166 Est. Cost $79.68 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $312 Shares 2,000 Est. Cost $29.73 Unrealized +6.1%
IJR ISHARES 0.1%
Value ($000) $303 Shares 3,947 Est. Cost $76.77 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $301 Shares 4,655 Est. Cost $53.64 Unrealized +4.0%
VO VANGUARD 0.1%
Value ($000) $301 Shares 1,942 Est. Cost $148.88 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $298 Shares 1 Est. Cost $214456.19 Unrealized +32.8%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $259 Shares 4,897 Est. Cost $38.93 Unrealized +29.0%
ORCL ORACLE CORP 0.1%
Value ($000) $251 Shares 5,305 Est. Cost $43.94 Unrealized -1.0%
ABBV ABBVIE INC 0.1%
Value ($000) $251 Shares 2,600 Est. Cost $53.65 Unrealized +24.7%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $245 Shares 8,630 Est. Cost $22.39 Unrealized +1.6%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $239 Shares 3,540 Est. Cost $58.65 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $236 Shares 1,738 Est. Cost $65.55 Unrealized +68.6%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $212 Shares 6,650 Est. Cost $24.46 Unrealized 0.0%
VDC VANGUARD 0.1%
Value ($000) $209 Shares 1,434 Est. Cost $145.75 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $204 Shares 1,305 Est. Cost $138.91 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $201 Shares 1,648 Est. Cost $113.58 Unrealized 0.0%