Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 29, 2020

Total Value ($000): $270,808 (100.0% shares, 0.0% debt)

Holdings (87)

VGIT VANGUARD 8.2%
Value ($000) $22,191 Shares 314,860 Est. Cost $66.79 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $15,318 Shares 132,265 Est. Cost $85.39 Unrealized +24.1%
MSFT MICROSOFT CORP 5.0%
Value ($000) $13,567 Shares 64,506 Est. Cost $32.83 Unrealized +511.5%
COST COSTCO WHOLESALE CORP 3.6%
Value ($000) $9,841 Shares 27,722 Est. Cost $109.72 Unrealized +181.7%
CSCO CISCO SYSTEMS INC 3.3%
Value ($000) $8,815 Shares 223,769 Est. Cost $18.61 Unrealized +99.1%
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $8,351 Shares 60,088 Est. Cost $61.34 Unrealized +89.7%
ARKW ARK 3.0%
Value ($000) $8,213 Shares 75,621 Est. Cost $87.20 Unrealized
MDT MEDTRONIC PLC 2.9%
Value ($000) $7,851 Shares 75,550 Est. Cost $91.25 Unrealized -5.5%
GOOG ALPHABET INC 2.9%
Value ($000) $7,800 Shares 5,308 Est. Cost $53.30 Unrealized +42.1%
EMR EMERSON ELECTRIC CO 2.9%
Value ($000) $7,790 Shares 118,802 Est. Cost $46.06 Unrealized +27.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.8%
Value ($000) $7,579 Shares 93,491 Est. Cost $22.41 Unrealized
GLW CORNING INC 2.8%
Value ($000) $7,475 Shares 230,622 Est. Cost $13.44 Unrealized +98.3%
IWF ISHARES 2.7%
Value ($000) $7,178 Shares 33,096 Est. Cost $194.12 Unrealized
SCHW CHARLES SCHWAB CORPORATION 2.6%
Value ($000) $7,018 Shares 193,719 Est. Cost $20.89 Unrealized +55.1%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $6,998 Shares 117,630 Est. Cost $29.86 Unrealized +42.6%
DIS DISNEY WALT CO 2.4%
Value ($000) $6,527 Shares 52,597 Est. Cost $123.52 Unrealized -1.1%
PFE PFIZER INC 2.3%
Value ($000) $6,207 Shares 169,136 Est. Cost $18.57 Unrealized +46.0%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $6,114 Shares 178,084 Est. Cost $42.50 Unrealized -24.0%
YUMC YUM CHINA HOLDINGS INC 2.1%
Value ($000) $5,797 Shares 109,478 Est. Cost $43.51 Unrealized +21.6%
DVY ISHARES 2.0%
Value ($000) $5,548 Shares 68,045 Est. Cost $91.54 Unrealized
GLAXOSMITHKLINE PLC 1.9%
Value ($000) $5,094 Shares 135,340 Est. Cost $45.14 Unrealized
VTR VENTAS INC. 1.8%
Value ($000) $4,831 Shares 115,117 Est. Cost $44.48 Unrealized -25.7%
VOT VANGUARD 1.6%
Value ($000) $4,441 Shares 24,653 Est. Cost $98.24 Unrealized
WY WEYERHAEUSER COMPANY 1.6%
Value ($000) $4,232 Shares 148,359 Est. Cost $19.77 Unrealized +12.9%
ROYAL DUTCH SHELL PLC 1.4%
Value ($000) $3,920 Shares 161,879 Est. Cost $28.01 Unrealized
V VISA INC 1.4%
Value ($000) $3,805 Shares 19,026 Est. Cost $177.97 Unrealized +8.0%
FTS FORTIS INC 1.4%
Value ($000) $3,766 Shares 92,156 Est. Cost $23.80 Unrealized +36.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,657 Shares 24,564 Est. Cost $79.64 Unrealized +59.5%
WMT WAL-MART INC 1.3%
Value ($000) $3,552 Shares 25,381 Est. Cost $22.58 Unrealized +82.9%
VLO VALERO ENERGY CORP 1.3%
Value ($000) $3,391 Shares 78,280 Est. Cost $42.37 Unrealized +0.6%
WHR WHIRLPOOL CORP 1.2%
Value ($000) $3,329 Shares 18,101 Est. Cost $134.16 Unrealized +23.9%
INTC INTEL CORP 1.1%
Value ($000) $3,087 Shares 59,619 Est. Cost $22.53 Unrealized +106.5%
CBU COMMUNITY BANK SYSTEM INC 1.1%
Value ($000) $2,859 Shares 52,501 Est. Cost $24.58 Unrealized +98.7%
BA BOEING CO 1.0%
Value ($000) $2,782 Shares 16,835 Est. Cost $152.01 Unrealized +12.1%
KO COCA COLA CO 0.9%
Value ($000) $2,554 Shares 51,728 Est. Cost $31.61 Unrealized +29.0%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,502 Shares 32,087 Est. Cost $42.14 Unrealized +60.2%
VGSH VANGUARD 0.9%
Value ($000) $2,453 Shares 39,500 Est. Cost $62.19 Unrealized
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,444 Shares 27,592 Est. Cost $47.92 Unrealized +39.2%
DGS WISDOMTREE 0.8%
Value ($000) $2,142 Shares 51,821 Est. Cost $50.43 Unrealized
SPY SPDR S&P 500 0.7%
Value ($000) $2,013 Shares 6,010 Est. Cost $275.39 Unrealized
QQQ INVESCO 0.7%
Value ($000) $1,839 Shares 6,621 Est. Cost $182.25 Unrealized
TOTAL SE 0.6%
Value ($000) $1,627 Shares 47,451 Est. Cost $48.28 Unrealized
XBI SPDR 0.6%
Value ($000) $1,580 Shares 14,177 Est. Cost $76.85 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $994 Shares 9,136 Est. Cost $74.19 Unrealized +24.5%
VO VANGUARD 0.4%
Value ($000) $988 Shares 5,606 Est. Cost $156.96 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $971 Shares 3,301 Est. Cost $245.86 Unrealized
IJT ISHARES 0.3%
Value ($000) $906 Shares 5,138 Est. Cost $169.27 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $898 Shares 1,831 Est. Cost $408.83 Unrealized +13.8%
VEA VANGUARD 0.3%
Value ($000) $855 Shares 20,902 Est. Cost $40.57 Unrealized
DSI ISHARES 0.3%
Value ($000) $823 Shares 6,431 Est. Cost $100.96 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $811 Shares 3,096 Est. Cost $225.59 Unrealized +13.5%
MA MASTERCARD INC 0.3%
Value ($000) $767 Shares 2,270 Est. Cost $289.60 Unrealized +9.0%
VTV VANGUARD 0.3%
Value ($000) $723 Shares 6,915 Est. Cost $105.87 Unrealized
SAP SAP SE 0.3%
Value ($000) $714 Shares 4,585 Est. Cost $146.72 Unrealized
IBB ISHARES 0.3%
Value ($000) $692 Shares 5,112 Est. Cost $132.22 Unrealized
XLV SPDR 0.2%
Value ($000) $578 Shares 5,476 Est. Cost $92.39 Unrealized
T AT&T INC 0.2%
Value ($000) $564 Shares 19,780 Est. Cost $13.75 Unrealized +13.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $554 Shares 1,996 Est. Cost $34.62 Unrealized +74.1%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $541 Shares 1,000 Est. Cost $5.18 Unrealized +124.1%
ORCL ORACLE CORP 0.2%
Value ($000) $512 Shares 8,575 Est. Cost $46.45 Unrealized +13.5%
HD HOME DEPOT INC 0.2%
Value ($000) $512 Shares 1,845 Est. Cost $180.66 Unrealized +31.5%
ADSK AUTODESK INC 0.2%
Value ($000) $499 Shares 2,157 Est. Cost $214.22 Unrealized +10.9%
ZTS ZOETIS INC 0.2%
Value ($000) $499 Shares 3,016 Est. Cost $132.44 Unrealized +10.8%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $498 Shares 15,213 Est. Cost $25.37 Unrealized +21.0%
ACN ACCENTURE PLC 0.2%
Value ($000) $497 Shares 2,203 Est. Cost $189.18 Unrealized +12.2%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $474 Shares 5,897 Est. Cost $56.01 Unrealized +34.3%
VDC VANGUARD 0.2%
Value ($000) $457 Shares 2,799 Est. Cost $144.21 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $447 Shares 38,748 Est. Cost $11.61 Unrealized -22.9%
XILINX INC 0.2%
Value ($000) $417 Shares 4,000 Est. Cost $72.25 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $407 Shares 2,913 Est. Cost $126.28 Unrealized -1.0%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $401 Shares 2,034 Est. Cost $187.90 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $386 Shares 14,772 Est. Cost $29.97 Unrealized -28.6%
NKE NIKE INC 0.1%
Value ($000) $386 Shares 3,070 Est. Cost $99.64 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $373 Shares 5,638 Est. Cost $45.88 Unrealized +44.7%
AMZN AMAZON.COM INC 0.1%
Value ($000) $372 Shares 118 Est. Cost $125.78 Unrealized +25.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $332 Shares 3,865 Est. Cost $70.79 Unrealized 0.0%
WU WESTERN UNION CO 0.1%
Value ($000) $328 Shares 15,295 Est. Cost $18.94 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $327 Shares 3,738 Est. Cost $52.81 Unrealized +44.5%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $318 Shares 970 Est. Cost $305.27 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $283 Shares 2,044 Est. Cost $109.33 Unrealized +5.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $280 Shares 634 Est. Cost $330.32 Unrealized +23.3%
NFLX NETFLIX INC 0.1%
Value ($000) $245 Shares 490 Est. Cost $49.77 Unrealized 0.0%
JPM JPMORGAN 0.1%
Value ($000) $233 Shares 2,419 Est. Cost $98.65 Unrealized -13.4%
IUSG ISHARES 0.1%
Value ($000) $232 Shares 2,905 Est. Cost $71.94 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $213 Shares 838 Est. Cost $209.54 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $212 Shares 1,873 Est. Cost $92.14 Unrealized +10.0%
EL LAUDER ESTEE INC 0.1%
Value ($000) $211 Shares 969 Est. Cost $190.83 Unrealized 0.0%