Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 27, 2018

Total Value ($000): $279,553 (100.0% shares, 0.0% debt)

Holdings (92)

IJT ISHARES 5.0%
Value ($000) $14,081 Shares 74,520 Est. Cost $169.94 Unrealized
VOT VANGUARD 4.7%
Value ($000) $13,000 Shares 96,724 Est. Cost $95.68 Unrealized
IUSG ISHARES 4.5%
Value ($000) $12,679 Shares 221,655 Est. Cost $52.87 Unrealized
MSFT MICROSOFT CORP 4.5%
Value ($000) $12,476 Shares 126,510 Est. Cost $27.18 Unrealized +230.2%
SPY SPDR S&P 500 4.1%
Value ($000) $11,599 Shares 42,758 Est. Cost $267.32 Unrealized
BA BOEING CO 3.9%
Value ($000) $10,919 Shares 32,546 Est. Cost $84.37 Unrealized +291.6%
CSCO CISCO SYSTEMS INC 3.6%
Value ($000) $10,178 Shares 236,523 Est. Cost $16.16 Unrealized +115.0%
VLO VALERO ENERGY CORP 3.3%
Value ($000) $9,181 Shares 82,838 Est. Cost $28.80 Unrealized +186.6%
SCHW CHARLES SCHWAB CORP 3.2%
Value ($000) $8,862 Shares 173,421 Est. Cost $17.87 Unrealized +178.9%
EWBC EAST WEST BANCORP INC 2.9%
Value ($000) $8,226 Shares 126,164 Est. Cost $23.05 Unrealized +142.6%
PFE PFIZER INC 2.8%
Value ($000) $7,857 Shares 216,553 Est. Cost $17.06 Unrealized +42.5%
EMR EMERSON ELECTRIC CO 2.8%
Value ($000) $7,717 Shares 111,614 Est. Cost $43.44 Unrealized +35.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.7%
Value ($000) $7,576 Shares 207,234 Est. Cost $20.49 Unrealized
WY WEYERHAEUSER COMPANY 2.7%
Value ($000) $7,445 Shares 204,192 Est. Cost $19.55 Unrealized +38.5%
ROYAL DUTCH SHELL PLC 2.6%
Value ($000) $7,401 Shares 106,897 Est. Cost $62.99 Unrealized
COST COSTCO WHOLESALE CORP 2.6%
Value ($000) $7,279 Shares 34,829 Est. Cost $93.95 Unrealized +89.2%
IBB ISHARES 2.6%
Value ($000) $7,182 Shares 65,398 Est. Cost $134.24 Unrealized
GLW CORNING INC 2.5%
Value ($000) $7,054 Shares 256,418 Est. Cost $11.57 Unrealized +93.4%
CBU COMMUNITY BANK SYSTEM INC 2.4%
Value ($000) $6,765 Shares 114,527 Est. Cost $21.81 Unrealized +114.0%
VTR VENTAS INC. 2.3%
Value ($000) $6,530 Shares 114,672 Est. Cost $44.66 Unrealized -15.0%
EMBJ EMBRAER S A 2.3%
Value ($000) $6,418 Shares 257,745 Est. Cost $18.59 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $6,398 Shares 34,562 Est. Cost $24.65 Unrealized +73.4%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $6,192 Shares 79,328 Est. Cost $58.34 Unrealized +5.9%
DGS WISDOMTREE 2.2%
Value ($000) $6,160 Shares 129,179 Est. Cost $51.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $5,502 Shares 109,365 Est. Cost $28.22 Unrealized +14.2%
GLAXOSMITHKLINE PLC 1.9%
Value ($000) $5,404 Shares 134,077 Est. Cost $46.85 Unrealized
WHR WHIRLPOOL CORP 1.4%
Value ($000) $3,897 Shares 26,646 Est. Cost $167.03 Unrealized -9.0%
DUK DUKE ENERGY CORP 1.3%
Value ($000) $3,600 Shares 45,526 Est. Cost $44.40 Unrealized +27.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,192 Shares 26,310 Est. Cost $72.42 Unrealized +39.1%
INTC INTEL CORP 1.1%
Value ($000) $3,147 Shares 63,304 Est. Cost $20.11 Unrealized +124.0%
FTS FORTIS INC 1.0%
Value ($000) $2,849 Shares 89,355 Est. Cost $22.46 Unrealized +8.7%
GOOG ALPHABET INC 0.9%
Value ($000) $2,629 Shares 2,356 Est. Cost $37.03 Unrealized +44.8%
TOTAL S A 0.8%
Value ($000) $2,283 Shares 37,690 Est. Cost $49.73 Unrealized
BGS B&G FOODS INC 0.7%
Value ($000) $2,071 Shares 69,265 Est. Cost $15.14 Unrealized -9.4%
KO COCA COLA CO 0.7%
Value ($000) $2,069 Shares 47,158 Est. Cost $29.47 Unrealized +15.4%
CINF CINCINNATI FINANCIAL CORP 0.7%
Value ($000) $2,069 Shares 30,943 Est. Cost $36.79 Unrealized +58.3%
HANESBRANDS INC 0.7%
Value ($000) $2,055 Shares 93,337 Est. Cost $21.76 Unrealized
WMT WAL-MART INC 0.7%
Value ($000) $2,003 Shares 23,394 Est. Cost $20.22 Unrealized +24.9%
THOMSON REUTERS CORP 0.7%
Value ($000) $1,984 Shares 49,187 Est. Cost $34.93 Unrealized
HMC HONDA MOTOR LTD AMERN 0.6%
Value ($000) $1,596 Shares 54,550 Est. Cost $31.37 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,538 Shares 18,584 Est. Cost $54.74 Unrealized +2.5%
ABBV ABBVIE INC 0.5%
Value ($000) $1,482 Shares 16,001 Est. Cost $67.77 Unrealized +4.0%
CVX CHEVRON CORP 0.5%
Value ($000) $1,402 Shares 11,090 Est. Cost $83.44 Unrealized +6.8%
TUPPERWARE CORP 0.5%
Value ($000) $1,324 Shares 32,103 Est. Cost $56.41 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,211 Shares 6,156 Est. Cost $130.14 Unrealized 0.0%
NKE NIKE INC 0.4%
Value ($000) $1,025 Shares 12,860 Est. Cost $63.84 Unrealized 0.0%
ABT ABBOTT LABS 0.3%
Value ($000) $976 Shares 16,001 Est. Cost $53.15 Unrealized 0.0%
VCSH VANGUARD 0.3%
Value ($000) $789 Shares 10,100 Est. Cost $79.29 Unrealized
QQQ INVESCO 0.2%
Value ($000) $689 Shares 4,013 Est. Cost $171.69 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $668 Shares 4,000 Est. Cost $31.57 Unrealized +5.8%
T AT&T INC 0.2%
Value ($000) $593 Shares 18,468 Est. Cost $13.14 Unrealized +10.6%
VEA VANGUARD 0.2%
Value ($000) $524 Shares 12,225 Est. Cost $43.61 Unrealized
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $506 Shares 4,248 Est. Cost $121.07 Unrealized +3.9%
BSV VANGUARD 0.2%
Value ($000) $499 Shares 6,374 Est. Cost $79.21 Unrealized
VO VANGUARD 0.2%
Value ($000) $493 Shares 3,125 Est. Cost $152.02 Unrealized
IJR ISHARES 0.2%
Value ($000) $485 Shares 5,814 Est. Cost $78.57 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $462 Shares 3,335 Est. Cost $122.64 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $434 Shares 3,106 Est. Cost $99.95 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $381 Shares 5,155 Est. Cost $54.13 Unrealized +13.7%
DSI ISHARES 0.1%
Value ($000) $347 Shares 3,440 Est. Cost $95.20 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $346 Shares 7,855 Est. Cost $43.04 Unrealized -4.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $346 Shares 6,173 Est. Cost $45.91 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $345 Shares 4,247 Est. Cost $72.68 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $340 Shares 4,700 Est. Cost $18.67 Unrealized 0.0%
VDC VANGUARD 0.1%
Value ($000) $339 Shares 2,525 Est. Cost $140.94 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $335 Shares 500 Est. Cost $770.40 Unrealized -16.2%
AMGN AMGEN INC 0.1%
Value ($000) $314 Shares 1,700 Est. Cost $140.24 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $288 Shares 10,394 Est. Cost $22.20 Unrealized -6.0%
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $288 Shares 7,500 Est. Cost $38.40 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $282 Shares 1 Est. Cost $214456.19 Unrealized +36.6%
STERICYCLE INC 0.1%
Value ($000) $269 Shares 4,115 Est. Cost $76.01 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $264 Shares 7,595 Est. Cost $24.73 Unrealized +11.6%
XILINX INC 0.1%
Value ($000) $261 Shares 4,000 Est. Cost $72.25 Unrealized
FXI ISHARES 0.1%
Value ($000) $258 Shares 6,000 Est. Cost $43.00 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $254 Shares 4,897 Est. Cost $38.93 Unrealized +32.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $252 Shares 2,418 Est. Cost $89.02 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value ($000) $251 Shares 2,000 Est. Cost $104.41 Unrealized 0.0%
IFF INTL FLAVORS & FRAGRANCES INC 0.1%
Value ($000) $249 Shares 2,007 Est. Cost $107.03 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $246 Shares 2,875 Est. Cost $67.34 Unrealized +1.8%
XLF SPDR 0.1%
Value ($000) $241 Shares 9,056 Est. Cost $26.61 Unrealized
EEMV ISHARES 0.1%
Value ($000) $241 Shares 4,175 Est. Cost $57.72 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $237 Shares 1,000 Est. Cost $5.81 Unrealized +3.5%
WU WESTERN UNION CO 0.1%
Value ($000) $229 Shares 11,240 Est. Cost $19.23 Unrealized
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $219 Shares 3,000 Est. Cost $65.75 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $215 Shares 5,000 Est. Cost $37.56 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $213 Shares 1,738 Est. Cost $65.55 Unrealized +69.1%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $208 Shares 3,955 Est. Cost $59.51 Unrealized +9.9%
BIIB BIOGEN INC 0.1%
Value ($000) $206 Shares 710 Est. Cost $281.15 Unrealized 0.0%
BWA BORG WARNER INC 0.1%
Value ($000) $205 Shares 4,760 Est. Cost $40.79 Unrealized -4.2%
GENERAL ELECTRIC CO 0.1%
Value ($000) $183 Shares 13,425 Est. Cost $23.56 Unrealized
INVESCO 0.1%
Value ($000) $141 Shares 10,000 Est. Cost $14.10 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $135 Shares 30,000 Est. Cost $4.50 Unrealized