Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 11, 2018

Total Value ($000): $293,112 (100.0% shares, 0.0% debt)

Holdings (96)

IJT ISHARES 5.1%
Value ($000) $14,864 Shares 73,679 Est. Cost $169.94 Unrealized
SPY SPDR S&P 500 5.1%
Value ($000) $14,835 Shares 51,028 Est. Cost $271.11 Unrealized
MSFT MICROSOFT CORP 4.8%
Value ($000) $14,145 Shares 123,675 Est. Cost $27.18 Unrealized +270.9%
VOT VANGUARD 4.7%
Value ($000) $13,906 Shares 97,585 Est. Cost $95.68 Unrealized
IUSG ISHARES 4.7%
Value ($000) $13,862 Shares 223,146 Est. Cost $52.87 Unrealized
BA BOEING CO 4.1%
Value ($000) $11,903 Shares 32,005 Est. Cost $84.37 Unrealized +301.9%
CSCO CISCO SYSTEMS INC 3.9%
Value ($000) $11,300 Shares 232,266 Est. Cost $16.16 Unrealized +123.0%
PFE PFIZER INC 3.2%
Value ($000) $9,397 Shares 213,223 Est. Cost $17.06 Unrealized +62.1%
GLW CORNING INC 3.0%
Value ($000) $8,882 Shares 251,611 Est. Cost $11.57 Unrealized +128.8%
SCHW CHARLES SCHWAB CORP 2.9%
Value ($000) $8,451 Shares 171,944 Est. Cost $17.87 Unrealized +157.7%
EMR EMERSON ELECTRIC CO 2.9%
Value ($000) $8,418 Shares 109,921 Est. Cost $43.44 Unrealized +42.6%
COST COSTCO WHOLESALE CORP 2.8%
Value ($000) $8,083 Shares 34,414 Est. Cost $93.95 Unrealized +116.2%
IBB ISHARES 2.7%
Value ($000) $7,937 Shares 65,093 Est. Cost $134.24 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $7,699 Shares 34,109 Est. Cost $24.65 Unrealized +99.9%
EWBC EAST WEST BANCORP INC 2.6%
Value ($000) $7,599 Shares 125,878 Est. Cost $23.05 Unrealized +131.1%
ROYAL DUTCH SHELL PLC 2.5%
Value ($000) $7,234 Shares 106,171 Est. Cost $62.99 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.3%
Value ($000) $6,821 Shares 111,689 Est. Cost $21.81 Unrealized +135.1%
VLO VALERO ENERGY CORP 2.3%
Value ($000) $6,613 Shares 58,133 Est. Cost $28.80 Unrealized +192.4%
WY WEYERHAEUSER COMPANY 2.2%
Value ($000) $6,570 Shares 203,611 Est. Cost $19.55 Unrealized +32.6%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $6,504 Shares 78,154 Est. Cost $58.34 Unrealized +16.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.2%
Value ($000) $6,392 Shares 144,746 Est. Cost $20.49 Unrealized
VTR VENTAS INC. 2.1%
Value ($000) $6,200 Shares 114,005 Est. Cost $44.66 Unrealized -4.7%
DGS WISDOMTREE 2.0%
Value ($000) $5,823 Shares 127,569 Est. Cost $51.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $5,735 Shares 107,401 Est. Cost $28.22 Unrealized +26.3%
GLAXOSMITHKLINE PLC 1.8%
Value ($000) $5,384 Shares 134,030 Est. Cost $46.85 Unrealized
EMBJ EMBRAER S A 1.7%
Value ($000) $5,103 Shares 260,445 Est. Cost $18.60 Unrealized
THO THOR INDUSTRIES INC 1.6%
Value ($000) $4,761 Shares 56,885 Est. Cost $81.56 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,545 Shares 25,657 Est. Cost $72.42 Unrealized +49.2%
DUK DUKE ENERGY CORP 1.2%
Value ($000) $3,545 Shares 44,298 Est. Cost $44.40 Unrealized +35.2%
WHR WHIRLPOOL CORP 1.1%
Value ($000) $3,101 Shares 26,115 Est. Cost $167.03 Unrealized -20.6%
INTC INTEL CORP 1.0%
Value ($000) $2,883 Shares 60,957 Est. Cost $20.11 Unrealized +106.5%
FTS FORTIS INC 1.0%
Value ($000) $2,881 Shares 88,860 Est. Cost $22.46 Unrealized +9.6%
GOOG ALPHABET INC 1.0%
Value ($000) $2,814 Shares 2,358 Est. Cost $37.03 Unrealized +60.6%
TOTAL S A 0.8%
Value ($000) $2,376 Shares 36,895 Est. Cost $49.73 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $2,273 Shares 29,598 Est. Cost $36.79 Unrealized +67.3%
THOMSON REUTERS CORP 0.7%
Value ($000) $2,185 Shares 47,821 Est. Cost $34.93 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $2,128 Shares 46,078 Est. Cost $29.47 Unrealized +23.2%
WMT WAL-MART INC 0.7%
Value ($000) $2,111 Shares 22,474 Est. Cost $20.22 Unrealized +35.2%
BGS B&G FOODS INC 0.6%
Value ($000) $1,868 Shares 68,065 Est. Cost $15.14 Unrealized +6.3%
HMC HONDA MOTOR LTD AMERN 0.6%
Value ($000) $1,639 Shares 54,480 Est. Cost $31.37 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,513 Shares 16,001 Est. Cost $67.77 Unrealized +2.1%
CVX CHEVRON CORP 0.5%
Value ($000) $1,334 Shares 10,910 Est. Cost $83.44 Unrealized +5.4%
MMM 3M CO 0.4%
Value ($000) $1,297 Shares 6,156 Est. Cost $130.14 Unrealized +1.6%
ABT ABBOTT LABS 0.4%
Value ($000) $1,174 Shares 16,001 Est. Cost $53.15 Unrealized +8.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,130 Shares 13,294 Est. Cost $54.74 Unrealized +6.3%
NKE NIKE INC 0.4%
Value ($000) $1,089 Shares 12,860 Est. Cost $63.84 Unrealized +14.3%
VCSH VANGUARD 0.3%
Value ($000) $922 Shares 11,797 Est. Cost $79.13 Unrealized
QQQ INVESCO 0.3%
Value ($000) $770 Shares 4,142 Est. Cost $172.13 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $670 Shares 4,000 Est. Cost $31.57 Unrealized +12.3%
T AT&T INC 0.2%
Value ($000) $655 Shares 19,520 Est. Cost $13.21 Unrealized +9.6%
VEA VANGUARD 0.2%
Value ($000) $600 Shares 13,857 Est. Cost $43.57 Unrealized
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $584 Shares 4,248 Est. Cost $121.07 Unrealized +4.7%
VO VANGUARD 0.2%
Value ($000) $570 Shares 3,473 Est. Cost $153.23 Unrealized
BSV VANGUARD 0.2%
Value ($000) $557 Shares 7,143 Est. Cost $79.07 Unrealized
IJR ISHARES 0.2%
Value ($000) $542 Shares 6,216 Est. Cost $79.13 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $471 Shares 3,335 Est. Cost $122.64 Unrealized -4.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $470 Shares 3,106 Est. Cost $99.95 Unrealized +1.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $445 Shares 6,173 Est. Cost $45.91 Unrealized +19.0%
DSI ISHARES 0.2%
Value ($000) $440 Shares 4,124 Est. Cost $97.10 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $404 Shares 7,842 Est. Cost $43.04 Unrealized +1.3%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $399 Shares 5,170 Est. Cost $54.13 Unrealized +19.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $398 Shares 35,235 Est. Cost $15.97 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $388 Shares 500 Est. Cost $770.40 Unrealized -4.4%
VDC VANGUARD 0.1%
Value ($000) $386 Shares 2,758 Est. Cost $140.86 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $384 Shares 4,247 Est. Cost $72.68 Unrealized +7.7%
WRB BERKLEY W R CORP 0.1%
Value ($000) $376 Shares 4,700 Est. Cost $18.67 Unrealized +2.9%
AMGN AMGEN INC 0.1%
Value ($000) $352 Shares 1,700 Est. Cost $140.24 Unrealized +12.2%
XILINX INC 0.1%
Value ($000) $321 Shares 4,000 Est. Cost $72.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $320 Shares 1 Est. Cost $214456.19 Unrealized +44.4%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $300 Shares 7,675 Est. Cost $24.80 Unrealized +27.8%
BIP BROOKFIELD INFRAST PARTNERS LP 0.1%
Value ($000) $299 Shares 7,500 Est. Cost $38.40 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $289 Shares 10,469 Est. Cost $22.20 Unrealized +1.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $287 Shares 2,915 Est. Cost $67.47 Unrealized +13.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $281 Shares 1,000 Est. Cost $5.81 Unrealized +10.8%
IFF INTL FLAVORS & FRAGRANCES INC 0.1%
Value ($000) $279 Shares 2,007 Est. Cost $107.03 Unrealized +1.2%
EEMV ISHARES 0.1%
Value ($000) $279 Shares 4,713 Est. Cost $57.89 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $275 Shares 2,000 Est. Cost $104.41 Unrealized +10.3%
JPM JPMORGAN 0.1%
Value ($000) $273 Shares 2,418 Est. Cost $89.02 Unrealized +4.1%
XLF SPDR 0.1%
Value ($000) $270 Shares 9,777 Est. Cost $26.69 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $260 Shares 4,897 Est. Cost $38.93 Unrealized +35.0%
FXI ISHARES 0.1%
Value ($000) $257 Shares 6,000 Est. Cost $43.00 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $251 Shares 710 Est. Cost $281.15 Unrealized +22.5%
AFL AFLAC INC 0.1%
Value ($000) $235 Shares 5,000 Est. Cost $37.56 Unrealized +2.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $225 Shares 1,738 Est. Cost $65.55 Unrealized +67.6%
WU WESTERN UNION CO 0.1%
Value ($000) $218 Shares 11,445 Est. Cost $19.23 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $213 Shares 2,000 Est. Cost $94.11 Unrealized 0.0%
TD TORONTO DOMINION BANK ONT 0.1%
Value ($000) $209 Shares 3,436 Est. Cost $59.55 Unrealized 0.0%
BWA BORG WARNER INC 0.1%
Value ($000) $208 Shares 4,870 Est. Cost $40.65 Unrealized -14.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $208 Shares 1,490 Est. Cost $139.60 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $207 Shares 1,000 Est. Cost $167.96 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $205 Shares 800 Est. Cost $204.31 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $202 Shares 1,200 Est. Cost $135.19 Unrealized 0.0%
KMPR KEMPER CORP 0.1%
Value ($000) $201 Shares 2,500 Est. Cost $78.35 Unrealized 0.0%
STERICYCLE INC 0.1%
Value ($000) $200 Shares 3,415 Est. Cost $76.01 Unrealized
INVESCO 0.0%
Value ($000) $138 Shares 10,000 Est. Cost $14.10 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $112 Shares 30,000 Est. Cost $4.50 Unrealized