Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $317,668 (100.0% shares, 0.0% debt)

Holdings (89)

IGSB ISHARES 8.0%
Value ($000) $25,366 Shares 459,784 Est. Cost $55.17 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $16,806 Shares 126,657 Est. Cost $85.39 Unrealized +37.0%
MSFT MICROSOFT CORP 4.4%
Value ($000) $13,990 Shares 62,897 Est. Cost $32.83 Unrealized +527.7%
ARKW ARK 3.5%
Value ($000) $11,166 Shares 76,290 Est. Cost $87.20 Unrealized
COST COSTCO WHOLESALE CORP 3.4%
Value ($000) $10,683 Shares 28,355 Est. Cost $115.02 Unrealized +202.0%
SCHW CHARLES SCHWAB CORPORATION 3.3%
Value ($000) $10,552 Shares 198,939 Est. Cost $21.45 Unrealized +97.4%
CSCO CISCO SYSTEMS INC 3.2%
Value ($000) $10,272 Shares 229,560 Est. Cost $19.03 Unrealized +85.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.2%
Value ($000) $10,095 Shares 92,580 Est. Cost $22.41 Unrealized
DIS DISNEY WALT CO 3.1%
Value ($000) $9,692 Shares 53,497 Est. Cost $123.80 Unrealized +13.3%
GOOG ALPHABET INC 3.0%
Value ($000) $9,518 Shares 5,433 Est. Cost $54.00 Unrealized +55.1%
EMR EMERSON ELECTRIC CO 3.0%
Value ($000) $9,445 Shares 117,520 Est. Cost $46.06 Unrealized +45.1%
MDT MEDTRONIC PLC 2.8%
Value ($000) $8,965 Shares 76,530 Est. Cost $91.30 Unrealized +4.1%
IWF ISHARES 2.6%
Value ($000) $8,393 Shares 34,807 Est. Cost $196.43 Unrealized
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $8,273 Shares 59,458 Est. Cost $61.34 Unrealized +100.8%
GLW CORNING INC 2.6%
Value ($000) $8,202 Shares 227,842 Est. Cost $13.44 Unrealized +129.7%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $7,759 Shares 188,234 Est. Cost $41.84 Unrealized -27.4%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $6,909 Shares 117,597 Est. Cost $29.86 Unrealized +47.3%
YUMC YUM CHINA HOLDINGS INC 2.1%
Value ($000) $6,677 Shares 116,958 Est. Cost $44.32 Unrealized +26.7%
PFE PFIZER INC 2.0%
Value ($000) $6,317 Shares 171,599 Est. Cost $18.71 Unrealized +53.0%
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $6,288 Shares 187,088 Est. Cost $28.77 Unrealized
DVY ISHARES 1.9%
Value ($000) $6,154 Shares 63,980 Est. Cost $91.54 Unrealized
VGIT VANGUARD 1.9%
Value ($000) $5,914 Shares 85,191 Est. Cost $66.79 Unrealized
VTR VENTAS INC. 1.7%
Value ($000) $5,554 Shares 113,259 Est. Cost $44.48 Unrealized -13.2%
GLAXOSMITHKLINE PLC 1.6%
Value ($000) $5,116 Shares 139,025 Est. Cost $44.92 Unrealized
WY WEYERHAEUSER COMPANY 1.6%
Value ($000) $4,963 Shares 148,024 Est. Cost $19.77 Unrealized +23.9%
VOT VANGUARD 1.5%
Value ($000) $4,903 Shares 23,122 Est. Cost $98.24 Unrealized
V VISA INC 1.5%
Value ($000) $4,672 Shares 21,361 Est. Cost $180.07 Unrealized +9.5%
VLO VALERO ENERGY CORP 1.4%
Value ($000) $4,496 Shares 79,490 Est. Cost $42.34 Unrealized -4.2%
FTS FORTIS INC 1.2%
Value ($000) $3,886 Shares 95,196 Est. Cost $24.12 Unrealized +39.7%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,707 Shares 23,558 Est. Cost $79.64 Unrealized +60.1%
BA BOEING CO 1.1%
Value ($000) $3,579 Shares 16,718 Est. Cost $152.01 Unrealized +26.5%
WMT WALMART INC 1.1%
Value ($000) $3,522 Shares 24,436 Est. Cost $22.58 Unrealized +100.4%
CBU COMMUNITY BANK SYSTEM INC 1.0%
Value ($000) $3,070 Shares 49,262 Est. Cost $24.58 Unrealized +113.1%
WHR WHIRLPOOL CORP 1.0%
Value ($000) $3,044 Shares 16,866 Est. Cost $134.16 Unrealized +42.8%
VGSH VANGUARD 0.9%
Value ($000) $2,879 Shares 46,745 Est. Cost $62.10 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $2,733 Shares 54,867 Est. Cost $22.53 Unrealized +95.4%
KO COCA COLA CO 0.9%
Value ($000) $2,701 Shares 49,252 Est. Cost $31.61 Unrealized +40.0%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $2,632 Shares 30,115 Est. Cost $42.14 Unrealized +66.4%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,405 Shares 26,263 Est. Cost $47.92 Unrealized +57.9%
DGS WISDOMTREE 0.7%
Value ($000) $2,268 Shares 47,523 Est. Cost $50.43 Unrealized
QQQ INVESCO 0.6%
Value ($000) $2,047 Shares 6,524 Est. Cost $182.25 Unrealized
SPY SPDR S&P 500 0.6%
Value ($000) $2,036 Shares 5,446 Est. Cost $275.39 Unrealized
TOTAL SE 0.6%
Value ($000) $1,836 Shares 43,805 Est. Cost $48.28 Unrealized
XBI SPDR 0.6%
Value ($000) $1,754 Shares 12,461 Est. Cost $76.85 Unrealized
VO VANGUARD 0.4%
Value ($000) $1,241 Shares 6,004 Est. Cost $160.26 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,112 Shares 10,152 Est. Cost $76.70 Unrealized +29.4%
ADBE ADOBE INC 0.3%
Value ($000) $1,089 Shares 2,177 Est. Cost $420.64 Unrealized +14.9%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,085 Shares 4,658 Est. Cost $242.09 Unrealized
VEA VANGUARD 0.3%
Value ($000) $1,077 Shares 22,823 Est. Cost $41.13 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $929 Shares 3,400 Est. Cost $229.76 Unrealized +18.5%
DSI ISHARES 0.3%
Value ($000) $911 Shares 12,745 Est. Cost $86.36 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $896 Shares 2,510 Est. Cost $292.83 Unrealized +10.4%
IBB ISHARES 0.2%
Value ($000) $775 Shares 5,112 Est. Cost $132.22 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $772 Shares 2,529 Est. Cost $221.47 Unrealized +19.0%
SAP SAP SE 0.2%
Value ($000) $724 Shares 5,553 Est. Cost $143.87 Unrealized
IJT ISHARES 0.2%
Value ($000) $722 Shares 6,326 Est. Cost $158.91 Unrealized
XLV SPDR 0.2%
Value ($000) $664 Shares 5,849 Est. Cost $93.74 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $659 Shares 2,520 Est. Cost $193.44 Unrealized +15.3%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $625 Shares 38,748 Est. Cost $11.61 Unrealized +1.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $616 Shares 7,984 Est. Cost $57.88 Unrealized +13.4%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $600 Shares 1,122 Est. Cost $324.82 Unrealized +38.4%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $590 Shares 2,520 Est. Cost $191.53 Unrealized +7.9%
ORCL ORACLE CORP 0.2%
Value ($000) $587 Shares 9,075 Est. Cost $46.95 Unrealized +18.2%
VTV VANGUARD 0.2%
Value ($000) $586 Shares 4,920 Est. Cost $105.87 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $584 Shares 3,529 Est. Cost $135.78 Unrealized +14.5%
T AT&T INC 0.2%
Value ($000) $573 Shares 19,935 Est. Cost $13.75 Unrealized +11.9%
XILINX INC 0.2%
Value ($000) $567 Shares 4,000 Est. Cost $72.25 Unrealized
FSLR FIRST SOLAR INC 0.2%
Value ($000) $563 Shares 5,693 Est. Cost $45.88 Unrealized +89.0%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $553 Shares 3,141 Est. Cost $127.82 Unrealized +15.4%
VDC VANGUARD 0.2%
Value ($000) $525 Shares 3,017 Est. Cost $146.36 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $522 Shares 1,000 Est. Cost $5.18 Unrealized +157.9%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $494 Shares 9,733 Est. Cost $25.37 Unrealized +46.6%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $473 Shares 5,897 Est. Cost $56.01 Unrealized +26.8%
NKE NIKE INC 0.1%
Value ($000) $471 Shares 3,328 Est. Cost $101.47 Unrealized +21.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $456 Shares 4,265 Est. Cost $72.14 Unrealized +18.0%
HD HOME DEPOT INC 0.1%
Value ($000) $456 Shares 1,718 Est. Cost $180.66 Unrealized +34.2%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $439 Shares 12,670 Est. Cost $29.97 Unrealized -10.8%
ABBV ABBVIE INC 0.1%
Value ($000) $409 Shares 3,817 Est. Cost $53.36 Unrealized +48.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $381 Shares 117 Est. Cost $125.78 Unrealized +26.9%
WU WESTERN UNION CO 0.1%
Value ($000) $336 Shares 15,295 Est. Cost $18.94 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $298 Shares 9,847 Est. Cost $23.66 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $295 Shares 634 Est. Cost $330.32 Unrealized +40.0%
EL LAUDER ESTEE INC 0.1%
Value ($000) $292 Shares 1,096 Est. Cost $194.63 Unrealized +14.9%
JPM JPMORGAN 0.1%
Value ($000) $285 Shares 2,243 Est. Cost $98.65 Unrealized -0.5%
NFLX NETFLIX INC 0.1%
Value ($000) $265 Shares 490 Est. Cost $49.77 Unrealized +1.9%
IUSG ISHARES 0.1%
Value ($000) $258 Shares 2,905 Est. Cost $71.94 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $244 Shares 1,644 Est. Cost $109.33 Unrealized +10.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $230 Shares 1,638 Est. Cost $115.62 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $200 Shares 1,697 Est. Cost $92.14 Unrealized +16.6%