Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 24, 2019

Total Value ($000): $345,671 (100.0% shares, 0.0% debt)

Holdings (79)

VGIT VANGUARD 6.0%
Value ($000) $20,745 Shares 311,160 Est. Cost $66.67 Unrealized
IEF ISHARES 5.5%
Value ($000) $19,110 Shares 169,908 Est. Cost $112.47 Unrealized
SPY SPDR S&P 500 5.0%
Value ($000) $17,389 Shares 58,594 Est. Cost $275.39 Unrealized
VOT VANGUARD 4.5%
Value ($000) $15,637 Shares 105,574 Est. Cost $97.79 Unrealized
VTV VANGUARD 4.3%
Value ($000) $15,024 Shares 134,597 Est. Cost $105.75 Unrealized
IJT ISHARES 4.0%
Value ($000) $13,941 Shares 78,151 Est. Cost $169.86 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $13,280 Shares 95,524 Est. Cost $29.13 Unrealized +345.9%
CSCO CISCO SYSTEMS INC 3.4%
Value ($000) $11,839 Shares 239,602 Est. Cost $17.20 Unrealized +148.8%
WHR WHIRLPOOL CORP 3.3%
Value ($000) $11,319 Shares 71,474 Est. Cost $134.36 Unrealized +6.9%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $10,937 Shares 37,959 Est. Cost $104.82 Unrealized +144.5%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $10,370 Shares 83,378 Est. Cost $59.62 Unrealized +69.4%
VTR VENTAS INC. 2.6%
Value ($000) $9,150 Shares 125,297 Est. Cost $44.97 Unrealized +22.2%
BA BOEING CO 2.5%
Value ($000) $8,717 Shares 22,911 Est. Cost $108.99 Unrealized +223.3%
AAPL APPLE INC 2.4%
Value ($000) $8,368 Shares 37,361 Est. Cost $26.76 Unrealized +87.7%
PFE PFIZER INC 2.4%
Value ($000) $8,238 Shares 229,295 Est. Cost $17.69 Unrealized +52.8%
EMR EMERSON ELECTRIC CO 2.3%
Value ($000) $7,895 Shares 118,093 Est. Cost $44.53 Unrealized +22.1%
SCHW CHARLES SCHWAB CORP 2.3%
Value ($000) $7,854 Shares 187,771 Est. Cost $19.65 Unrealized +87.8%
GLW CORNING INC 2.2%
Value ($000) $7,558 Shares 264,995 Est. Cost $12.72 Unrealized +96.4%
CBU COMMUNITY BANK SYSTEM INC 2.1%
Value ($000) $7,303 Shares 118,387 Est. Cost $23.28 Unrealized +123.7%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $7,010 Shares 82,243 Est. Cost $38.74 Unrealized +61.2%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $6,902 Shares 114,352 Est. Cost $29.04 Unrealized +39.2%
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $6,800 Shares 115,543 Est. Cost $62.84 Unrealized
GLAXOSMITHKLINE PLC 1.9%
Value ($000) $6,560 Shares 153,696 Est. Cost $46.03 Unrealized
WY WEYERHAEUSER COMPANY 1.9%
Value ($000) $6,507 Shares 234,918 Est. Cost $19.60 Unrealized +4.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.9%
Value ($000) $6,431 Shares 138,354 Est. Cost $21.19 Unrealized
XBI SPDR 1.8%
Value ($000) $6,212 Shares 81,476 Est. Cost $76.24 Unrealized
DGS WISDOMTREE 1.7%
Value ($000) $6,048 Shares 136,505 Est. Cost $50.99 Unrealized
EWBC EAST WEST BANCORP INC 1.7%
Value ($000) $6,008 Shares 135,657 Est. Cost $24.48 Unrealized +51.7%
YUMC YUM CHINA HOLDINGS INC 1.5%
Value ($000) $5,130 Shares 112,925 Est. Cost $43.45 Unrealized +2.8%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $4,786 Shares 49,926 Est. Cost $46.93 Unrealized +50.3%
FTS FORTIS INC 1.2%
Value ($000) $4,285 Shares 101,227 Est. Cost $23.20 Unrealized +38.0%
SABR SABRE CORP 1.1%
Value ($000) $3,904 Shares 174,315 Est. Cost $23.52 Unrealized 0.0%
CINF CINCINNATI FINANCIAL CORP 1.0%
Value ($000) $3,536 Shares 30,308 Est. Cost $38.68 Unrealized +140.8%
GOOG ALPHABET INC 1.0%
Value ($000) $3,399 Shares 2,788 Est. Cost $39.97 Unrealized +46.9%
INTC INTEL CORP 0.9%
Value ($000) $3,226 Shares 62,604 Est. Cost $21.78 Unrealized +97.5%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,225 Shares 24,926 Est. Cost $77.27 Unrealized +42.4%
THOMSON REUTERS CORP 0.9%
Value ($000) $3,203 Shares 47,902 Est. Cost $48.90 Unrealized
WMT WAL-MART INC 0.9%
Value ($000) $3,141 Shares 26,464 Est. Cost $21.62 Unrealized +59.4%
KO COCA COLA CO 0.8%
Value ($000) $2,827 Shares 51,939 Est. Cost $30.63 Unrealized +43.5%
TOTAL S A 0.7%
Value ($000) $2,296 Shares 44,155 Est. Cost $50.49 Unrealized
BGS B&G FOODS INC 0.5%
Value ($000) $1,667 Shares 88,145 Est. Cost $14.68 Unrealized -26.9%
VCSH VANGUARD 0.4%
Value ($000) $1,324 Shares 16,330 Est. Cost $79.58 Unrealized
QQQ INVESCO 0.3%
Value ($000) $924 Shares 4,893 Est. Cost $174.30 Unrealized
VO VANGUARD 0.2%
Value ($000) $863 Shares 5,148 Est. Cost $157.36 Unrealized
T AT&T INC 0.2%
Value ($000) $860 Shares 22,728 Est. Cost $13.48 Unrealized +26.1%
VEA VANGUARD 0.2%
Value ($000) $850 Shares 20,687 Est. Cost $42.81 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $708 Shares 44,748 Est. Cost $11.61 Unrealized 0.0%
IJR ISHARES 0.2%
Value ($000) $685 Shares 8,802 Est. Cost $78.69 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $674 Shares 6,208 Est. Cost $77.43 Unrealized +13.1%
DSI ISHARES 0.2%
Value ($000) $642 Shares 5,791 Est. Cost $99.90 Unrealized
VDC VANGUARD 0.2%
Value ($000) $618 Shares 3,950 Est. Cost $143.54 Unrealized
IBB ISHARES 0.2%
Value ($000) $607 Shares 6,103 Est. Cost $132.22 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $558 Shares 7,907 Est. Cost $54.75 Unrealized -1.8%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $510 Shares 14,948 Est. Cost $27.29 Unrealized +7.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $498 Shares 2,139 Est. Cost $32.52 Unrealized +42.2%
XLV SPDR 0.1%
Value ($000) $497 Shares 5,512 Est. Cost $91.85 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $481 Shares 5,502 Est. Cost $54.58 Unrealized +38.4%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $411 Shares 13,631 Est. Cost $22.59 Unrealized +6.7%
HD HOME DEPOT INC 0.1%
Value ($000) $395 Shares 1,703 Est. Cost $176.78 Unrealized +5.8%
XILINX INC 0.1%
Value ($000) $384 Shares 4,000 Est. Cost $72.25 Unrealized
EEMV ISHARES 0.1%
Value ($000) $371 Shares 6,505 Est. Cost $57.91 Unrealized
EFG ISHARES 0.1%
Value ($000) $370 Shares 4,603 Est. Cost $80.38 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $347 Shares 2,536 Est. Cost $109.33 Unrealized 0.0%
WU WESTERN UNION CO 0.1%
Value ($000) $344 Shares 14,855 Est. Cost $18.87 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $336 Shares 5,788 Est. Cost $45.75 Unrealized +40.0%
ABT ABBOTT LABS 0.1%
Value ($000) $328 Shares 3,916 Est. Cost $59.54 Unrealized +27.8%
JPM JPMORGAN 0.1%
Value ($000) $311 Shares 2,637 Est. Cost $95.08 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $305 Shares 2,050 Est. Cost $76.23 Unrealized +70.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $284 Shares 2,078 Est. Cost $130.20 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $279 Shares 3,679 Est. Cost $52.58 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $276 Shares 5,010 Est. Cost $43.41 Unrealized +16.0%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $262 Shares 9,285 Est. Cost $25.68 Unrealized -9.7%
IUSG ISHARES 0.1%
Value ($000) $257 Shares 4,085 Est. Cost $52.87 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $243 Shares 2,047 Est. Cost $91.54 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $235 Shares 2,044 Est. Cost $105.11 Unrealized 0.0%
BWA BORG WARNER INC 0.1%
Value ($000) $224 Shares 6,111 Est. Cost $38.43 Unrealized -24.1%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $213 Shares 1,648 Est. Cost $121.07 Unrealized +0.9%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $211 Shares 7,219 Est. Cost $24.57 Unrealized 0.0%
HEDJ WISDOMTREE 0.1%
Value ($000) $209 Shares 3,106 Est. Cost $67.29 Unrealized