Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 23, 2021

Total Value ($000): $358,275 (100.0% shares, 0.0% debt)

Holdings (101)

IGSB ISHARES 9.9%
Value ($000) $35,567 Shares 648,917 Est. Cost $55.03 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $15,563 Shares 113,633 Est. Cost $85.39 Unrealized +48.1%
MSFT MICROSOFT CORP 4.3%
Value ($000) $15,313 Shares 56,526 Est. Cost $32.83 Unrealized +645.5%
SCHW CHARLES SCHWAB CORPORATION 3.9%
Value ($000) $13,950 Shares 191,595 Est. Cost $21.45 Unrealized +210.5%
GOOG ALPHABET INC 3.7%
Value ($000) $13,389 Shares 5,342 Est. Cost $54.00 Unrealized +119.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.5%
Value ($000) $12,548 Shares 104,426 Est. Cost $33.98 Unrealized
CSCO CISCO SYSTEMS INC 3.5%
Value ($000) $12,438 Shares 234,694 Est. Cost $19.40 Unrealized +136.3%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $11,703 Shares 185,523 Est. Cost $41.84 Unrealized +19.6%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $11,450 Shares 28,940 Est. Cost $118.39 Unrealized +203.3%
ARKW ARK 3.1%
Value ($000) $11,057 Shares 71,765 Est. Cost $87.20 Unrealized
GLW CORNING INC 3.0%
Value ($000) $10,837 Shares 264,961 Est. Cost $16.48 Unrealized +132.4%
EMR EMERSON ELECTRIC CO 3.0%
Value ($000) $10,789 Shares 112,104 Est. Cost $46.06 Unrealized +85.7%
MDT MEDTRONIC PLC 2.7%
Value ($000) $9,637 Shares 77,633 Est. Cost $91.48 Unrealized +19.7%
DIS DISNEY WALT CO 2.6%
Value ($000) $9,258 Shares 52,672 Est. Cost $123.80 Unrealized +41.9%
TD TORONTO DOMINION BANK ONT 2.4%
Value ($000) $8,420 Shares 120,195 Est. Cost $67.57 Unrealized +3.5%
YUMC YUM CHINA HOLDINGS INC 2.2%
Value ($000) $7,806 Shares 117,818 Est. Cost $44.52 Unrealized +43.3%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $7,531 Shares 55,815 Est. Cost $61.34 Unrealized +96.8%
PFE PFIZER INC 2.0%
Value ($000) $7,259 Shares 185,384 Est. Cost $19.49 Unrealized +59.0%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $6,990 Shares 124,769 Est. Cost $30.60 Unrealized +41.9%
HON HONEYWELL INTERNATIONAL INC 1.9%
Value ($000) $6,980 Shares 31,825 Est. Cost $187.30 Unrealized +2.6%
VLO VALERO ENERGY CORP 1.8%
Value ($000) $6,606 Shares 84,598 Est. Cost $43.17 Unrealized +52.8%
SBUX STARBUCKS CORP 1.6%
Value ($000) $5,772 Shares 51,619 Est. Cost $96.38 Unrealized +5.5%
V VISA INC 1.5%
Value ($000) $5,435 Shares 23,244 Est. Cost $182.83 Unrealized +20.9%
WY WEYERHAEUSER COMPANY 1.4%
Value ($000) $5,154 Shares 149,731 Est. Cost $19.77 Unrealized +54.4%
FTS FORTIS INC 1.2%
Value ($000) $4,378 Shares 98,979 Est. Cost $24.56 Unrealized +53.6%
VTR VENTAS INC. 1.2%
Value ($000) $4,195 Shares 73,472 Est. Cost $44.48 Unrealized +6.7%
BA BOEING CO 1.1%
Value ($000) $3,921 Shares 16,369 Est. Cost $152.01 Unrealized +59.0%
IWF ISHARES 1.1%
Value ($000) $3,769 Shares 13,884 Est. Cost $198.66 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,735 Shares 22,672 Est. Cost $80.63 Unrealized +79.7%
VIG VANGUARD 1.0%
Value ($000) $3,642 Shares 23,529 Est. Cost $147.65 Unrealized
WHR WHIRLPOOL CORP 1.0%
Value ($000) $3,581 Shares 16,426 Est. Cost $135.24 Unrealized +72.2%
CBU COMMUNITY BANK SYSTEM INC 0.9%
Value ($000) $3,358 Shares 44,390 Est. Cost $24.58 Unrealized +176.7%
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $3,175 Shares 27,232 Est. Cost $42.14 Unrealized +143.8%
VOT VANGUARD 0.8%
Value ($000) $2,971 Shares 12,570 Est. Cost $98.24 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $2,841 Shares 52,502 Est. Cost $32.42 Unrealized +45.8%
DUK DUKE ENERGY CORP 0.8%
Value ($000) $2,737 Shares 27,716 Est. Cost $49.78 Unrealized +68.5%
VDC VANGUARD 0.8%
Value ($000) $2,706 Shares 14,831 Est. Cost $172.07 Unrealized
DGRO ISHARES 0.8%
Value ($000) $2,689 Shares 53,381 Est. Cost $48.45 Unrealized
DGS WISDOMTREE 0.7%
Value ($000) $2,654 Shares 48,731 Est. Cost $50.49 Unrealized
VGSH VANGUARD 0.7%
Value ($000) $2,483 Shares 40,413 Est. Cost $62.10 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,404 Shares 17,052 Est. Cost $22.58 Unrealized +94.0%
QQQ INVESCO 0.6%
Value ($000) $2,318 Shares 6,539 Est. Cost $186.70 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $1,782 Shares 7,856 Est. Cost $235.88 Unrealized
SPY SPDR S&P 500 0.5%
Value ($000) $1,747 Shares 4,083 Est. Cost $275.39 Unrealized
XBI SPDR 0.4%
Value ($000) $1,461 Shares 10,789 Est. Cost $76.85 Unrealized
VO VANGUARD 0.4%
Value ($000) $1,451 Shares 6,114 Est. Cost $163.96 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $1,380 Shares 11,906 Est. Cost $81.37 Unrealized +31.8%
VGIT VANGUARD 0.4%
Value ($000) $1,358 Shares 20,030 Est. Cost $66.79 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1,343 Shares 2,293 Est. Cost $424.89 Unrealized +21.3%
META FACEBOOK INC 0.4%
Value ($000) $1,315 Shares 3,781 Est. Cost $238.31 Unrealized +33.7%
VEA VANGUARD 0.4%
Value ($000) $1,314 Shares 25,508 Est. Cost $42.04 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,177 Shares 342 Est. Cost $152.37 Unrealized +9.1%
INTC INTEL CORP 0.3%
Value ($000) $947 Shares 16,868 Est. Cost $22.53 Unrealized +137.8%
MA MASTERCARD INC 0.3%
Value ($000) $929 Shares 2,543 Est. Cost $292.83 Unrealized +23.7%
XLV SPDR 0.2%
Value ($000) $893 Shares 7,089 Est. Cost $97.98 Unrealized
SAP SAP SE 0.2%
Value ($000) $837 Shares 5,962 Est. Cost $143.65 Unrealized
IBB ISHARES 0.2%
Value ($000) $836 Shares 5,112 Est. Cost $132.22 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $807 Shares 2,763 Est. Cost $226.92 Unrealized +25.7%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $800 Shares 1,000 Est. Cost $5.18 Unrealized +208.9%
ACN ACCENTURE PLC 0.2%
Value ($000) $761 Shares 2,579 Est. Cost $194.85 Unrealized +37.6%
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $721 Shares 35,748 Est. Cost $11.61 Unrealized +53.9%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $679 Shares 17,036 Est. Cost $44.92 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $666 Shares 3,572 Est. Cost $135.78 Unrealized +22.6%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $655 Shares 2,247 Est. Cost $191.53 Unrealized +37.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $624 Shares 1,021 Est. Cost $327.43 Unrealized +80.8%
NKE NIKE INC 0.2%
Value ($000) $599 Shares 3,877 Est. Cost $104.73 Unrealized +20.0%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $591 Shares 2,977 Est. Cost $127.82 Unrealized +37.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $585 Shares 7,984 Est. Cost $57.88 Unrealized +14.9%
XILINX INC 0.2%
Value ($000) $579 Shares 4,000 Est. Cost $72.25 Unrealized
T AT&T INC 0.2%
Value ($000) $553 Shares 19,201 Est. Cost $13.78 Unrealized +23.2%
HD HOME DEPOT INC 0.2%
Value ($000) $553 Shares 1,733 Est. Cost $180.66 Unrealized +57.1%
CRBN ISHARES 0.2%
Value ($000) $545 Shares 3,282 Est. Cost $166.06 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $538 Shares 2,328 Est. Cost $209.30 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $519 Shares 5,737 Est. Cost $48.53 Unrealized +63.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $517 Shares 13,308 Est. Cost $28.77 Unrealized
SHE SPDR 0.1%
Value ($000) $513 Shares 5,045 Est. Cost $101.68 Unrealized
SUSL ISHARES 0.1%
Value ($000) $505 Shares 6,727 Est. Cost $75.07 Unrealized
IJT ISHARES 0.1%
Value ($000) $501 Shares 3,780 Est. Cost $158.91 Unrealized
EL LAUDER ESTEE INC 0.1%
Value ($000) $494 Shares 1,552 Est. Cost $215.56 Unrealized +31.2%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $464 Shares 5,767 Est. Cost $56.59 Unrealized +33.7%
ABBV ABBVIE INC 0.1%
Value ($000) $464 Shares 4,117 Est. Cost $56.37 Unrealized +68.1%
VTV VANGUARD 0.1%
Value ($000) $444 Shares 3,230 Est. Cost $105.87 Unrealized
DVY ISHARES 0.1%
Value ($000) $440 Shares 3,770 Est. Cost $91.54 Unrealized
JPM JPMORGAN 0.1%
Value ($000) $402 Shares 2,583 Est. Cost $104.06 Unrealized +34.3%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $369 Shares 5,147 Est. Cost $25.37 Unrealized +159.3%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $364 Shares 10,068 Est. Cost $33.44 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $361 Shares 4,635 Est. Cost $48.34 Unrealized +52.3%
DSI ISHARES 0.1%
Value ($000) $358 Shares 4,325 Est. Cost $86.22 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $355 Shares 7,310 Est. Cost $29.97 Unrealized +36.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $320 Shares 634 Est. Cost $330.32 Unrealized +41.1%
ICLN ISHARES 0.1%
Value ($000) $295 Shares 12,586 Est. Cost $23.44 Unrealized
IUSG ISHARES 0.1%
Value ($000) $293 Shares 2,905 Est. Cost $71.94 Unrealized
PIO INVESCO 0.1%
Value ($000) $280 Shares 7,053 Est. Cost $39.70 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $263 Shares 1,774 Est. Cost $110.57 Unrealized +14.1%
NFLX NETFLIX INC 0.1%
Value ($000) $259 Shares 490 Est. Cost $49.77 Unrealized +2.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $253 Shares 2,003 Est. Cost $94.83 Unrealized +16.8%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $246 Shares 1,200 Est. Cost $149.06 Unrealized +17.2%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $245 Shares 1,638 Est. Cost $115.62 Unrealized +22.2%
AMGN AMGEN INC 0.1%
Value ($000) $243 Shares 995 Est. Cost $212.50 Unrealized 0.0%
WU WESTERN UNION CO 0.1%
Value ($000) $240 Shares 10,455 Est. Cost $19.16 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $233 Shares 1,662 Est. Cost $92.14 Unrealized +39.5%