Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $367,382 (100.0% shares, 0.0% debt)

Holdings (104)

IGSB ISHARES 14.3%
Value ($000) $52,576 Shares 962,229 Est. Cost $54.91 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $15,607 Shares 110,296 Est. Cost $85.39 Unrealized +68.5%
MSFT MICROSOFT CORP 4.2%
Value ($000) $15,493 Shares 54,956 Est. Cost $32.83 Unrealized +755.2%
GOOG ALPHABET INC 3.8%
Value ($000) $13,878 Shares 5,207 Est. Cost $54.00 Unrealized +153.4%
SCHW CHARLES SCHWAB CORPORATION 3.7%
Value ($000) $13,708 Shares 188,202 Est. Cost $21.45 Unrealized +214.2%
COST COSTCO WHOLESALE CORP 3.6%
Value ($000) $13,043 Shares 29,025 Est. Cost $118.39 Unrealized +253.3%
CSCO CISCO SYSTEMS INC 3.5%
Value ($000) $12,777 Shares 234,732 Est. Cost $19.40 Unrealized +153.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.1%
Value ($000) $11,366 Shares 101,797 Est. Cost $33.98 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value ($000) $11,076 Shares 188,307 Est. Cost $41.94 Unrealized +15.5%
EMR EMERSON ELECTRIC CO 2.9%
Value ($000) $10,514 Shares 111,613 Est. Cost $46.06 Unrealized +98.0%
MDT MEDTRONIC PLC 2.7%
Value ($000) $9,929 Shares 79,203 Est. Cost $91.92 Unrealized +23.4%
GLW CORNING INC 2.6%
Value ($000) $9,644 Shares 264,292 Est. Cost $16.48 Unrealized +114.1%
ARKW ARK 2.6%
Value ($000) $9,565 Shares 68,876 Est. Cost $87.20 Unrealized
DIS DISNEY WALT CO 2.4%
Value ($000) $8,809 Shares 52,067 Est. Cost $123.80 Unrealized +40.7%
TD TORONTO DOMINION BANK ONT 2.3%
Value ($000) $8,429 Shares 127,418 Est. Cost $67.52 Unrealized -1.3%
PFE PFIZER INC 2.2%
Value ($000) $8,021 Shares 186,507 Est. Cost $19.49 Unrealized +83.0%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $7,760 Shares 55,510 Est. Cost $61.34 Unrealized +107.5%
HON HONEYWELL INTERNATIONAL INC 1.9%
Value ($000) $7,070 Shares 33,306 Est. Cost $187.63 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $7,032 Shares 130,186 Est. Cost $31.09 Unrealized +36.1%
YUMC YUM CHINA HOLDINGS INC 1.9%
Value ($000) $6,996 Shares 120,391 Est. Cost $44.88 Unrealized +37.0%
SBUX STARBUCKS CORP 1.7%
Value ($000) $6,103 Shares 55,328 Est. Cost $97.00 Unrealized +9.0%
VLO VALERO ENERGY CORP 1.6%
Value ($000) $6,061 Shares 85,887 Est. Cost $43.39 Unrealized +32.7%
V VISA INC 1.5%
Value ($000) $5,378 Shares 24,143 Est. Cost $184.48 Unrealized +23.0%
WY WEYERHAEUSER COMPANY 1.4%
Value ($000) $5,324 Shares 149,670 Est. Cost $19.77 Unrealized +46.5%
FTS FORTIS INC 1.2%
Value ($000) $4,499 Shares 101,504 Est. Cost $24.90 Unrealized +53.5%
VTR VENTAS INC. 1.1%
Value ($000) $4,099 Shares 74,242 Est. Cost $44.53 Unrealized +10.2%
VIG VANGUARD 1.0%
Value ($000) $3,661 Shares 23,834 Est. Cost $147.73 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,636 Shares 22,517 Est. Cost $80.63 Unrealized +86.4%
BA BOEING CO 1.0%
Value ($000) $3,588 Shares 16,315 Est. Cost $152.01 Unrealized +46.7%
IWF ISHARES 0.9%
Value ($000) $3,392 Shares 12,379 Est. Cost $198.66 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $3,102 Shares 27,153 Est. Cost $42.14 Unrealized +151.9%
WHR WHIRLPOOL CORP 0.8%
Value ($000) $2,864 Shares 14,048 Est. Cost $135.24 Unrealized +62.2%
CBU COMMUNITY BANK SYSTEM INC 0.8%
Value ($000) $2,811 Shares 41,085 Est. Cost $24.58 Unrealized +153.4%
KO COCA COLA CO 0.8%
Value ($000) $2,803 Shares 53,421 Est. Cost $32.71 Unrealized +49.2%
DGRO ISHARES 0.7%
Value ($000) $2,720 Shares 54,156 Est. Cost $48.48 Unrealized
DGS WISDOMTREE 0.7%
Value ($000) $2,609 Shares 48,780 Est. Cost $50.49 Unrealized
DUK DUKE ENERGY CORP 0.7%
Value ($000) $2,602 Shares 26,661 Est. Cost $49.78 Unrealized +75.3%
VDC VANGUARD 0.7%
Value ($000) $2,600 Shares 14,504 Est. Cost $172.07 Unrealized
VOT VANGUARD 0.7%
Value ($000) $2,526 Shares 10,687 Est. Cost $98.24 Unrealized
WMT WALMART INC 0.7%
Value ($000) $2,412 Shares 17,309 Est. Cost $22.92 Unrealized +98.4%
QQQ INVESCO 0.6%
Value ($000) $2,210 Shares 6,173 Est. Cost $186.70 Unrealized
SPY SPDR S&P 500 0.5%
Value ($000) $1,805 Shares 4,208 Est. Cost $279.95 Unrealized
FLTB FIDELITY 0.5%
Value ($000) $1,753 Shares 33,549 Est. Cost $52.25 Unrealized
VO VANGUARD 0.4%
Value ($000) $1,413 Shares 5,966 Est. Cost $163.96 Unrealized
VEA VANGUARD 0.4%
Value ($000) $1,387 Shares 27,464 Est. Cost $42.64 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1,331 Shares 2,313 Est. Cost $424.89 Unrealized +48.1%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,275 Shares 388 Est. Cost $154.76 Unrealized +11.5%
ABT ABBOTT LABS 0.3%
Value ($000) $1,270 Shares 10,748 Est. Cost $81.37 Unrealized +39.5%
META FACEBOOK INC 0.3%
Value ($000) $1,249 Shares 3,680 Est. Cost $238.31 Unrealized +50.1%
ACN ACCENTURE PLC 0.3%
Value ($000) $1,058 Shares 3,308 Est. Cost $219.24 Unrealized +39.4%
MA MASTERCARD INC 0.2%
Value ($000) $905 Shares 2,603 Est. Cost $294.26 Unrealized +20.6%
INTC INTEL CORP 0.2%
Value ($000) $877 Shares 16,468 Est. Cost $22.53 Unrealized +121.1%
XLV SPDR 0.2%
Value ($000) $831 Shares 6,522 Est. Cost $97.98 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $829 Shares 4,000 Est. Cost $16.83 Unrealized +23.1%
SAP SAP SE 0.2%
Value ($000) $822 Shares 6,092 Est. Cost $143.46 Unrealized
IBB ISHARES 0.2%
Value ($000) $808 Shares 4,997 Est. Cost $132.22 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $805 Shares 2,823 Est. Cost $228.60 Unrealized +33.9%
XBI SPDR 0.2%
Value ($000) $797 Shares 6,339 Est. Cost $76.85 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $693 Shares 1,041 Est. Cost $334.19 Unrealized +103.2%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $684 Shares 4,621 Est. Cost $235.88 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $681 Shares 31,948 Est. Cost $11.61 Unrealized +42.6%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $651 Shares 2,502 Est. Cost $200.86 Unrealized +40.9%
ICLR ICON PLC 0.2%
Value ($000) $647 Shares 2,468 Est. Cost $243.05 Unrealized 0.0%
AON AON PLC 0.2%
Value ($000) $647 Shares 2,263 Est. Cost $260.29 Unrealized 0.0%
VGIT VANGUARD 0.2%
Value ($000) $619 Shares 9,158 Est. Cost $66.79 Unrealized
XILINX INC 0.2%
Value ($000) $604 Shares 4,000 Est. Cost $72.25 Unrealized
CRBN ISHARES 0.2%
Value ($000) $593 Shares 3,607 Est. Cost $165.91 Unrealized
NKE NIKE INC 0.2%
Value ($000) $588 Shares 4,048 Est. Cost $106.75 Unrealized +42.9%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $586 Shares 2,932 Est. Cost $127.82 Unrealized +46.9%
T AT&T INC 0.2%
Value ($000) $583 Shares 21,591 Est. Cost $14.04 Unrealized +14.5%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $565 Shares 5,920 Est. Cost $49.90 Unrealized +86.1%
SHE SPDR 0.2%
Value ($000) $563 Shares 5,580 Est. Cost $101.61 Unrealized
SUSL ISHARES 0.2%
Value ($000) $562 Shares 7,437 Est. Cost $75.12 Unrealized
PTBD PACER 0.2%
Value ($000) $558 Shares 20,590 Est. Cost $27.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $545 Shares 2,262 Est. Cost $209.30 Unrealized +3.1%
IJT ISHARES 0.1%
Value ($000) $488 Shares 3,755 Est. Cost $158.91 Unrealized
VTV VANGUARD 0.1%
Value ($000) $487 Shares 3,595 Est. Cost $108.87 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $476 Shares 5,917 Est. Cost $56.97 Unrealized +25.6%
EL LAUDER ESTEE INC 0.1%
Value ($000) $465 Shares 1,552 Est. Cost $215.56 Unrealized +41.6%
JPM JPMORGAN 0.1%
Value ($000) $452 Shares 2,761 Est. Cost $106.40 Unrealized +31.9%
ZTS ZOETIS INC 0.1%
Value ($000) $451 Shares 2,321 Est. Cost $135.78 Unrealized +42.7%
DVY ISHARES 0.1%
Value ($000) $432 Shares 3,770 Est. Cost $91.54 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $425 Shares 11,117 Est. Cost $44.92 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $375 Shares 4,832 Est. Cost $25.37 Unrealized +154.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $362 Shares 634 Est. Cost $330.32 Unrealized +64.2%
DSI ISHARES 0.1%
Value ($000) $358 Shares 4,307 Est. Cost $86.22 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $322 Shares 10,068 Est. Cost $33.44 Unrealized +0.1%
ABBV ABBVIE INC 0.1%
Value ($000) $317 Shares 2,938 Est. Cost $56.37 Unrealized +72.5%
PIO INVESCO 0.1%
Value ($000) $306 Shares 7,703 Est. Cost $39.70 Unrealized
ICLN ISHARES 0.1%
Value ($000) $305 Shares 14,070 Est. Cost $23.25 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $299 Shares 490 Est. Cost $49.77 Unrealized +10.6%
IUSG ISHARES 0.1%
Value ($000) $298 Shares 2,905 Est. Cost $71.94 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $288 Shares 6,497 Est. Cost $28.77 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $260 Shares 14,874 Est. Cost $17.48 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $256 Shares 5,242 Est. Cost $29.97 Unrealized +46.7%
HD HOME DEPOT INC 0.1%
Value ($000) $252 Shares 768 Est. Cost $180.66 Unrealized +63.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $249 Shares 1,638 Est. Cost $115.62 Unrealized +22.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $248 Shares 2,882 Est. Cost $77.40 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $248 Shares 2,842 Est. Cost $48.34 Unrealized +72.4%
VUG VANGUARD 0.1%
Value ($000) $242 Shares 834 Est. Cost $290.17 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $226 Shares 1,502 Est. Cost $110.57 Unrealized +22.1%
WU WESTERN UNION CO 0.1%
Value ($000) $211 Shares 10,455 Est. Cost $19.16 Unrealized
TOTAL SE 0.1%
Value ($000) $207 Shares 4,325 Est. Cost $47.86 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $200 Shares 4,720 Est. Cost $36.09 Unrealized 0.0%