Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 6, 2020

Total Value ($000): $385,069 (100.0% shares, 0.0% debt)

Holdings (78)

VGIT VANGUARD 6.1%
Value ($000) $23,569 Shares 357,638 Est. Cost $66.57 Unrealized
IEF ISHARES 5.7%
Value ($000) $21,994 Shares 199,555 Est. Cost $112.14 Unrealized
VOT VANGUARD 4.4%
Value ($000) $16,897 Shares 106,415 Est. Cost $97.79 Unrealized
VTV VANGUARD 4.3%
Value ($000) $16,607 Shares 138,566 Est. Cost $106.15 Unrealized
SPY SPDR S&P 500 4.2%
Value ($000) $16,342 Shares 50,775 Est. Cost $275.39 Unrealized
IJT ISHARES 4.0%
Value ($000) $15,412 Shares 79,733 Est. Cost $170.33 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $15,326 Shares 97,183 Est. Cost $31.01 Unrealized +348.9%
CSCO CISCO SYSTEMS INC 3.1%
Value ($000) $11,811 Shares 246,280 Est. Cost $17.78 Unrealized +116.9%
COST COSTCO WHOLESALE CORP 3.0%
Value ($000) $11,494 Shares 39,107 Est. Cost $109.72 Unrealized +147.5%
AAPL APPLE INC 2.9%
Value ($000) $11,256 Shares 38,331 Est. Cost $27.66 Unrealized +124.2%
PG PROCTER & GAMBLE CO 2.8%
Value ($000) $10,643 Shares 85,211 Est. Cost $60.60 Unrealized +73.7%
EMR EMERSON ELECTRIC CO 2.4%
Value ($000) $9,278 Shares 121,661 Est. Cost $45.06 Unrealized +39.4%
SCHW CHARLES SCHWAB CORPORATION 2.4%
Value ($000) $9,168 Shares 192,780 Est. Cost $20.19 Unrealized +100.5%
WHR WHIRLPOOL CORP 2.4%
Value ($000) $9,076 Shares 61,521 Est. Cost $134.36 Unrealized +12.4%
CBU COMMUNITY BANK SYSTEM INC 2.2%
Value ($000) $8,518 Shares 120,079 Est. Cost $23.73 Unrealized +134.2%
MDT MEDTRONIC PLC 2.2%
Value ($000) $8,375 Shares 73,821 Est. Cost $91.29 Unrealized +1.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value ($000) $8,183 Shares 140,842 Est. Cost $21.84 Unrealized
SABR SABRE CORP 2.1%
Value ($000) $8,137 Shares 362,598 Est. Cost $22.82 Unrealized -2.8%
XBI SPDR 2.1%
Value ($000) $8,000 Shares 84,117 Est. Cost $76.84 Unrealized
GLW CORNING INC 2.1%
Value ($000) $7,940 Shares 272,734 Est. Cost $13.05 Unrealized +87.2%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $7,891 Shares 84,253 Est. Cost $39.57 Unrealized +86.0%
BA BOEING CO 2.0%
Value ($000) $7,755 Shares 23,807 Est. Cost $118.10 Unrealized +197.2%
VTR VENTAS INC. 1.9%
Value ($000) $7,460 Shares 129,190 Est. Cost $45.10 Unrealized +9.0%
WY WEYERHAEUSER COMPANY 1.9%
Value ($000) $7,280 Shares 241,060 Est. Cost $19.69 Unrealized +17.4%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $7,137 Shares 116,242 Est. Cost $29.26 Unrealized +46.2%
ROYAL DUTCH SHELL PLC 1.8%
Value ($000) $6,969 Shares 118,148 Est. Cost $62.75 Unrealized
PFE PFIZER INC 1.8%
Value ($000) $6,968 Shares 177,860 Est. Cost $17.69 Unrealized +51.0%
SYF SYNCHRONY FINANCIAL 1.8%
Value ($000) $6,754 Shares 187,554 Est. Cost $30.45 Unrealized +0.9%
DGS WISDOMTREE 1.8%
Value ($000) $6,752 Shares 141,190 Est. Cost $50.89 Unrealized
EWBC EAST WEST BANCORP INC 1.7%
Value ($000) $6,714 Shares 137,868 Est. Cost $24.70 Unrealized +55.2%
GLAXOSMITHKLINE PLC 1.7%
Value ($000) $6,394 Shares 136,074 Est. Cost $46.03 Unrealized
YUMC YUM CHINA HOLDINGS INC 1.4%
Value ($000) $5,558 Shares 115,755 Est. Cost $43.48 Unrealized +2.2%
DUK DUKE ENERGY CORP 1.2%
Value ($000) $4,595 Shares 50,379 Est. Cost $46.93 Unrealized +53.0%
FTS FORTIS INC 1.1%
Value ($000) $4,307 Shares 103,723 Est. Cost $23.42 Unrealized +38.2%
INTC INTEL CORP 1.0%
Value ($000) $3,851 Shares 64,348 Est. Cost $22.53 Unrealized +118.7%
GOOG ALPHABET INC 1.0%
Value ($000) $3,844 Shares 2,875 Est. Cost $40.70 Unrealized +57.4%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,730 Shares 25,571 Est. Cost $78.20 Unrealized +45.9%
DVY ISHARES 0.9%
Value ($000) $3,520 Shares 33,310 Est. Cost $105.67 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $3,126 Shares 29,733 Est. Cost $38.68 Unrealized +140.6%
WMT WAL-MART INC 0.8%
Value ($000) $3,031 Shares 25,504 Est. Cost $21.62 Unrealized +68.2%
KO COCA COLA CO 0.8%
Value ($000) $2,918 Shares 52,721 Est. Cost $30.84 Unrealized +44.3%
TOTAL S A 0.7%
Value ($000) $2,515 Shares 45,480 Est. Cost $50.63 Unrealized
VCSH VANGUARD 0.4%
Value ($000) $1,404 Shares 17,328 Est. Cost $79.66 Unrealized
QQQ INVESCO 0.3%
Value ($000) $1,096 Shares 5,158 Est. Cost $176.27 Unrealized
VO VANGUARD 0.2%
Value ($000) $952 Shares 5,345 Est. Cost $158.13 Unrealized
VEA VANGUARD 0.2%
Value ($000) $949 Shares 21,546 Est. Cost $42.86 Unrealized
T AT&T INC 0.2%
Value ($000) $886 Shares 22,674 Est. Cost $13.48 Unrealized +40.0%
IJR ISHARES 0.2%
Value ($000) $755 Shares 9,003 Est. Cost $78.80 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $751 Shares 43,748 Est. Cost $11.61 Unrealized +10.1%
DSI ISHARES 0.2%
Value ($000) $702 Shares 5,841 Est. Cost $99.90 Unrealized
IBB ISHARES 0.2%
Value ($000) $682 Shares 5,663 Est. Cost $132.22 Unrealized
VDC VANGUARD 0.2%
Value ($000) $652 Shares 4,040 Est. Cost $143.94 Unrealized
XLV SPDR 0.2%
Value ($000) $579 Shares 5,685 Est. Cost $92.16 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $579 Shares 2,393 Est. Cost $34.39 Unrealized +45.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $543 Shares 7,784 Est. Cost $54.75 Unrealized -4.9%
JPM JPMORGAN 0.1%
Value ($000) $499 Shares 3,579 Est. Cost $98.65 Unrealized +10.2%
HD HOME DEPOT INC 0.1%
Value ($000) $473 Shares 2,164 Est. Cost $180.66 Unrealized +7.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $462 Shares 5,522 Est. Cost $54.58 Unrealized +34.4%
EEMV ISHARES 0.1%
Value ($000) $398 Shares 6,795 Est. Cost $57.94 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $397 Shares 14,830 Est. Cost $18.87 Unrealized
XILINX INC 0.1%
Value ($000) $391 Shares 4,000 Est. Cost $72.25 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $382 Shares 4,393 Est. Cost $61.25 Unrealized +22.9%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $375 Shares 13,756 Est. Cost $22.59 Unrealized +1.6%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $331 Shares 2,207 Est. Cost $131.36 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $328 Shares 5,853 Est. Cost $45.85 Unrealized +19.8%
ABBV ABBVIE INC 0.1%
Value ($000) $326 Shares 3,679 Est. Cost $52.58 Unrealized +22.9%
PEP PEPSICO INC 0.1%
Value ($000) $323 Shares 2,370 Est. Cost $109.33 Unrealized +3.1%
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $316 Shares 9,370 Est. Cost $25.68 Unrealized +5.2%
IUSG ISHARES 0.1%
Value ($000) $276 Shares 4,085 Est. Cost $52.87 Unrealized
BWA BORG WARNER INC 0.1%
Value ($000) $268 Shares 6,171 Est. Cost $38.43 Unrealized -13.3%
ORCL ORACLE CORP 0.1%
Value ($000) $254 Shares 4,800 Est. Cost $43.41 Unrealized +16.2%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $251 Shares 2,202 Est. Cost $104.89 Unrealized -2.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $241 Shares 1,763 Est. Cost $76.23 Unrealized +56.5%
TJX TJX COS INC 0.1%
Value ($000) $235 Shares 3,843 Est. Cost $54.60 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $235 Shares 1,000 Est. Cost $5.18 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $232 Shares 1,648 Est. Cost $121.07 Unrealized +8.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $227 Shares 697 Est. Cost $298.40 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $224 Shares 1,272 Est. Cost $111.76 Unrealized 0.0%