Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 24, 2020

Total Value ($000): $263,073 (100.0% shares, 0.0% debt)

Holdings (85)

VGIT VANGUARD 8.0%
Value ($000) $20,941 Shares 296,744 Est. Cost $66.57 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $13,931 Shares 68,451 Est. Cost $32.83 Unrealized +427.2%
AAPL APPLE INC 4.8%
Value ($000) $12,677 Shares 34,750 Est. Cost $27.66 Unrealized +171.5%
CSCO CISCO SYSTEMS INC 4.0%
Value ($000) $10,441 Shares 223,861 Est. Cost $18.61 Unrealized +98.8%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $8,531 Shares 28,137 Est. Cost $109.72 Unrealized +154.5%
XOM EXXON MOBIL CORP 3.0%
Value ($000) $7,870 Shares 175,992 Est. Cost $42.62 Unrealized -18.3%
EMR EMERSON ELECTRIC CO 2.9%
Value ($000) $7,676 Shares 123,733 Est. Cost $46.06 Unrealized +9.2%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $7,528 Shares 62,964 Est. Cost $61.34 Unrealized +65.5%
GOOG ALPHABET INC 2.7%
Value ($000) $7,038 Shares 4,979 Est. Cost $51.82 Unrealized +29.3%
MDT MEDTRONIC PLC 2.6%
Value ($000) $6,929 Shares 75,560 Est. Cost $91.25 Unrealized -10.4%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $6,565 Shares 119,074 Est. Cost $29.86 Unrealized +36.5%
SCHW CHARLES SCHWAB CORPORATION 2.5%
Value ($000) $6,528 Shares 193,497 Est. Cost $20.89 Unrealized +58.9%
GLW CORNING INC 2.4%
Value ($000) $6,358 Shares 245,487 Est. Cost $13.44 Unrealized +44.3%
PFE PFIZER INC 2.2%
Value ($000) $5,841 Shares 178,631 Est. Cost $18.57 Unrealized +40.0%
DIS DISNEY WALT CO 2.2%
Value ($000) $5,839 Shares 52,361 Est. Cost $123.52 Unrealized -12.7%
IWF ISHARES 2.2%
Value ($000) $5,800 Shares 30,216 Est. Cost $191.95 Unrealized
ARKW ARK 2.2%
Value ($000) $5,783 Shares 68,151 Est. Cost $84.86 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $5,627 Shares 137,947 Est. Cost $45.14 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value ($000) $5,622 Shares 99,044 Est. Cost $22.41 Unrealized
VOT VANGUARD 2.1%
Value ($000) $5,518 Shares 33,428 Est. Cost $98.24 Unrealized
YUMC YUM CHINA HOLDINGS INC 2.0%
Value ($000) $5,276 Shares 109,748 Est. Cost $43.51 Unrealized +8.4%
WY WEYERHAEUSER COMPANY 2.0%
Value ($000) $5,182 Shares 230,698 Est. Cost $19.77 Unrealized -16.8%
VLO VALERO ENERGY CORP 1.9%
Value ($000) $4,906 Shares 83,421 Est. Cost $42.37 Unrealized +12.7%
BA BOEING CO 1.8%
Value ($000) $4,837 Shares 26,389 Est. Cost $152.01 Unrealized +1.1%
VTR VENTAS INC. 1.7%
Value ($000) $4,475 Shares 122,214 Est. Cost $44.48 Unrealized -39.4%
INTC INTEL CORP 1.4%
Value ($000) $3,709 Shares 61,989 Est. Cost $22.53 Unrealized +136.1%
FTS FORTIS INC 1.4%
Value ($000) $3,601 Shares 94,568 Est. Cost $23.80 Unrealized +29.2%
SPY SPDR S&P 500 1.4%
Value ($000) $3,577 Shares 11,600 Est. Cost $275.39 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,566 Shares 25,360 Est. Cost $79.64 Unrealized +56.0%
CBU COMMUNITY BANK SYSTEM INC 1.3%
Value ($000) $3,512 Shares 61,591 Est. Cost $24.58 Unrealized +101.3%
WHR WHIRLPOOL CORP 1.2%
Value ($000) $3,286 Shares 25,366 Est. Cost $134.16 Unrealized -14.7%
WMT WAL-MART INC 1.2%
Value ($000) $3,167 Shares 26,436 Est. Cost $22.58 Unrealized +68.6%
V VISA INC 1.2%
Value ($000) $3,138 Shares 16,243 Est. Cost $175.53 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 1.1%
Value ($000) $2,999 Shares 98,477 Est. Cost $30.45 Unrealized
DVY ISHARES 1.1%
Value ($000) $2,826 Shares 35,015 Est. Cost $100.98 Unrealized
DGS WISDOMTREE 1.0%
Value ($000) $2,513 Shares 64,409 Est. Cost $50.43 Unrealized
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,490 Shares 31,175 Est. Cost $47.92 Unrealized +41.1%
XBI SPDR 0.9%
Value ($000) $2,441 Shares 21,807 Est. Cost $76.85 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $2,379 Shares 53,242 Est. Cost $31.61 Unrealized +22.5%
VGSH VANGUARD 0.9%
Value ($000) $2,342 Shares 37,654 Est. Cost $62.20 Unrealized
IJT ISHARES 0.9%
Value ($000) $2,338 Shares 13,770 Est. Cost $169.27 Unrealized
ROYAL DUTCH SHELL PLC 0.9%
Value ($000) $2,312 Shares 70,724 Est. Cost $59.28 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $2,109 Shares 32,928 Est. Cost $42.14 Unrealized +35.3%
VTV VANGUARD 0.8%
Value ($000) $2,086 Shares 20,942 Est. Cost $105.87 Unrealized
TOTAL S A 0.8%
Value ($000) $2,068 Shares 53,766 Est. Cost $48.28 Unrealized
QQQ INVESCO 0.7%
Value ($000) $1,828 Shares 7,381 Est. Cost $182.25 Unrealized
EWBC EAST WEST BANCORP INC 0.4%
Value ($000) $1,163 Shares 32,079 Est. Cost $25.37 Unrealized +13.5%
VO VANGUARD 0.3%
Value ($000) $911 Shares 5,552 Est. Cost $156.96 Unrealized
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $824 Shares 37,190 Est. Cost $29.97 Unrealized -43.3%
VEA VANGUARD 0.3%
Value ($000) $798 Shares 20,577 Est. Cost $40.57 Unrealized
DSI ISHARES 0.3%
Value ($000) $727 Shares 6,156 Est. Cost $99.76 Unrealized
IBB ISHARES 0.3%
Value ($000) $699 Shares 5,112 Est. Cost $132.22 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $666 Shares 7,281 Est. Cost $69.57 Unrealized +17.8%
T AT&T INC 0.2%
Value ($000) $640 Shares 21,165 Est. Cost $13.75 Unrealized +12.7%
XLV SPDR 0.2%
Value ($000) $539 Shares 5,382 Est. Cost $92.16 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $507 Shares 5,897 Est. Cost $56.01 Unrealized +38.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $479 Shares 1,996 Est. Cost $34.62 Unrealized +50.2%
ADBE ADOBE INC 0.2%
Value ($000) $474 Shares 1,090 Est. Cost $370.53 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $467 Shares 1,865 Est. Cost $180.66 Unrealized +10.5%
META FACEBOOK INC 0.2%
Value ($000) $440 Shares 1,937 Est. Cost $207.33 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $438 Shares 2,031 Est. Cost $215.66 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $431 Shares 38,748 Est. Cost $11.61 Unrealized -27.3%
MA MASTERCARD INC 0.2%
Value ($000) $414 Shares 1,398 Est. Cost $273.34 Unrealized 0.0%
VDC VANGUARD 0.2%
Value ($000) $413 Shares 2,760 Est. Cost $143.94 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $397 Shares 7,184 Est. Cost $45.23 Unrealized +8.3%
XILINX INC 0.1%
Value ($000) $394 Shares 4,000 Est. Cost $72.25 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $380 Shares 1,000 Est. Cost $5.18 Unrealized +55.7%
SAP SAP SE 0.1%
Value ($000) $372 Shares 2,654 Est. Cost $140.17 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $367 Shares 3,738 Est. Cost $52.81 Unrealized +33.5%
WU WESTERN UNION CO 0.1%
Value ($000) $321 Shares 14,865 Est. Cost $18.87 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $300 Shares 16,054 Est. Cost $21.97 Unrealized -32.3%
ADSK AUTODESK INC 0.1%
Value ($000) $294 Shares 1,230 Est. Cost $196.57 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $293 Shares 5,918 Est. Cost $45.88 Unrealized -2.8%
ACN ACCENTURE PLC 0.1%
Value ($000) $290 Shares 1,351 Est. Cost $174.62 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $281 Shares 2,121 Est. Cost $109.33 Unrealized +1.3%
AMZN AMAZON.COM INC 0.1%
Value ($000) $281 Shares 102 Est. Cost $120.78 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $280 Shares 1,884 Est. Cost $126.99 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $265 Shares 1,934 Est. Cost $124.46 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $230 Shares 634 Est. Cost $330.32 Unrealized 0.0%
JPM JPMORGAN 0.1%
Value ($000) $228 Shares 2,419 Est. Cost $98.65 Unrealized -17.1%
BWA BORGWARNER INC 0.1%
Value ($000) $222 Shares 6,286 Est. Cost $24.21 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $220 Shares 1,196 Est. Cost $162.75 Unrealized 0.0%
VCSH VANGUARD 0.1%
Value ($000) $210 Shares 2,536 Est. Cost $79.60 Unrealized
IUSG ISHARES 0.1%
Value ($000) $209 Shares 2,905 Est. Cost $71.94 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $203 Shares 1,920 Est. Cost $92.14 Unrealized 0.0%