Interchange Capital Partners, LLC Diversified Active

CIK: 0001845998 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $97,329 (100.0% shares, 0.0% debt)

Holdings (155)

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 6.6%
Value ($000) $6,403 Shares 43,330 Est. Cost $144.02 Unrealized
VLUE ISHARES TR MSCI USA VALUE FACTOR ETF 4.4%
Value ($000) $4,243 Shares 40,577 Est. Cost $109.45 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 3.9%
Value ($000) $3,800 Shares 54,674 Est. Cost $72.83 Unrealized
IQLT ISHARES TR MSCI INTL QUALITY FACTOR ETF 2.8%
Value ($000) $2,707 Shares 73,428 Est. Cost $38.91 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 2.6%
Value ($000) $2,534 Shares 68,829 Est. Cost $34.57 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 2.5%
Value ($000) $2,430 Shares 43,745 Est. Cost $60.75 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 2.3%
Value ($000) $2,195 Shares 16,311 Est. Cost $142.46 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD 2.1%
Value ($000) $2,045 Shares 30,254 Est. Cost $67.29 Unrealized
MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF 1.9%
Value ($000) $1,879 Shares 7,982 Est. Cost $258.00 Unrealized
TSLA TESLA INC COM 1.7%
Value ($000) $1,648 Shares 1,530 Est. Cost $215.66 Unrealized +44.4%
BBJP J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS JAPAN ETF NEW 1.4%
Value ($000) $1,390 Shares 27,410 Est. Cost $53.79 Unrealized
IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD 1.3%
Value ($000) $1,256 Shares 39,553 Est. Cost $31.53 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 1.2%
Value ($000) $1,197 Shares 15,663 Est. Cost $53.34 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 1.1%
Value ($000) $1,073 Shares 9,954 Est. Cost $101.19 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $1,023 Shares 5,860 Est. Cost $123.94 Unrealized +33.0%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $987 Shares 303 Est. Cost $158.53 Unrealized -2.5%
JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 1.0%
Value ($000) $977 Shares 15,923 Est. Cost $61.36 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $963 Shares 3,125 Est. Cost $251.46 Unrealized +15.9%
IJH ISHARES TR CORE S&P MID-CAP ETF 1.0%
Value ($000) $941 Shares 3,507 Est. Cost $282.65 Unrealized
AMP AMERIPRISE FINL INC COM 0.9%
Value ($000) $912 Shares 3,037 Est. Cost $278.84 Unrealized +2.4%
JHMM JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF 0.9%
Value ($000) $878 Shares 16,715 Est. Cost $55.57 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.9%
Value ($000) $862 Shares 4,544 Est. Cost $254.03 Unrealized -23.1%
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $826 Shares 297 Est. Cost $139.63 Unrealized -3.5%
C CITIGROUP INC COM NEW 0.8%
Value ($000) $807 Shares 15,113 Est. Cost $55.92 Unrealized -4.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.8%
Value ($000) $803 Shares 6,857 Est. Cost $184.07 Unrealized -26.1%
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.8%
Value ($000) $799 Shares 12,840 Est. Cost $68.07 Unrealized
XYZ BLOCK INC CL A 0.8%
Value ($000) $768 Shares 5,666 Est. Cost $187.35 Unrealized -35.4%
ROKU ROKU INC COM CL A 0.8%
Value ($000) $764 Shares 6,101 Est. Cost $231.29 Unrealized -36.6%
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.8%
Value ($000) $750 Shares 3,602 Est. Cost $220.96 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.8%
Value ($000) $748 Shares 10,861 Est. Cost $67.06 Unrealized
ORCL ORACLE CORP COM 0.8%
Value ($000) $731 Shares 8,840 Est. Cost $73.71 Unrealized +4.4%
TDOC TELADOC HEALTH INC COM 0.7%
Value ($000) $718 Shares 9,958 Est. Cost $104.25 Unrealized -30.9%
EXAS EXACT SCIENCES CORP COM 0.7%
Value ($000) $705 Shares 10,096 Est. Cost $83.13 Unrealized -12.1%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.7%
Value ($000) $695 Shares 15,087 Est. Cost $50.04 Unrealized
KXI ISHARES TR GLOBAL CONSUMER STAPLES ETF 0.7%
Value ($000) $687 Shares 11,066 Est. Cost $63.14 Unrealized
EZU ISHARES INC MSCI EUROZONE ETF 0.7%
Value ($000) $662 Shares 15,310 Est. Cost $46.59 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FD 0.7%
Value ($000) $650 Shares 22,880 Est. Cost $23.35 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.7%
Value ($000) $639 Shares 8,798 Est. Cost $52.95 Unrealized +60.0%
ARKK ARK ETF TR INNOVATION ETF 0.6%
Value ($000) $625 Shares 9,436 Est. Cost $101.16 Unrealized
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.6%
Value ($000) $619 Shares 8,165 Est. Cost $76.25 Unrealized
BAC BANK AMER CORP COM 0.6%
Value ($000) $618 Shares 15,002 Est. Cost $27.32 Unrealized +49.4%
SPHB INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF 0.6%
Value ($000) $616 Shares 8,120 Est. Cost $78.92 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $601 Shares 2,009 Est. Cost $254.07 Unrealized +23.6%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $589 Shares 1,155 Est. Cost $308.19 Unrealized +46.4%
U UNITY SOFTWARE INC COM 0.6%
Value ($000) $589 Shares 5,944 Est. Cost $147.03 Unrealized -29.5%
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $586 Shares 2,112 Est. Cost $262.25 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.6%
Value ($000) $584 Shares 2,457 Est. Cost $208.98 Unrealized
CE CELANESE CORP DEL COM 0.6%
Value ($000) $584 Shares 4,092 Est. Cost $151.80 Unrealized -5.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $568 Shares 2,289 Est. Cost $205.65 Unrealized +4.4%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $554 Shares 5,541 Est. Cost $66.79 Unrealized +19.3%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $546 Shares 10,465 Est. Cost $32.79 Unrealized +13.2%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $545 Shares 9,784 Est. Cost $38.80 Unrealized +29.6%
TWLO TWILIO INC CL A 0.6%
Value ($000) $545 Shares 3,308 Est. Cost $261.81 Unrealized -30.4%
SCZ ISHARES TR MSCI EAFE SMALL CAP ETF 0.6%
Value ($000) $544 Shares 8,214 Est. Cost $72.62 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.5%
Value ($000) $523 Shares 3,769 Est. Cost $135.74 Unrealized
KR KROGER CO COM 0.5%
Value ($000) $520 Shares 9,065 Est. Cost $38.48 Unrealized +18.6%
SDY SPDR SER TR S&P DIVID ETF 0.5%
Value ($000) $519 Shares 4,055 Est. Cost $127.99 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.5%
Value ($000) $516 Shares 3,247 Est. Cost $168.62 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.5%
Value ($000) $508 Shares 3,715 Est. Cost $135.62 Unrealized -4.8%
MS MORGAN STANLEY COM NEW 0.5%
Value ($000) $505 Shares 5,788 Est. Cost $56.89 Unrealized +48.7%
AMGN AMGEN INC COM 0.5%
Value ($000) $501 Shares 2,075 Est. Cost $192.42 Unrealized +5.6%
ALL ALLSTATE CORP COM 0.5%
Value ($000) $500 Shares 3,616 Est. Cost $108.72 Unrealized +5.1%
SPOT SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911 0.5%
Value ($000) $500 Shares 3,316 Est. Cost $228.37 Unrealized -25.3%
SPG SIMON PPTY GROUP INC NEW COM 0.5%
Value ($000) $492 Shares 3,740 Est. Cost $120.94 Unrealized -5.4%
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.5%
Value ($000) $486 Shares 4,381 Est. Cost $101.05 Unrealized -7.3%
MCHI ISHARES TR MSCI CHINA ETF 0.5%
Value ($000) $479 Shares 9,060 Est. Cost $57.46 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.5%
Value ($000) $460 Shares 7,341 Est. Cost $83.82 Unrealized -25.1%
KEY KEYCORP NEW COM 0.5%
Value ($000) $458 Shares 20,489 Est. Cost $20.30 Unrealized 0.0%
V VISA INC COM CL A 0.5%
Value ($000) $457 Shares 2,061 Est. Cost $202.85 Unrealized +3.6%
INTC INTEL CORP COM 0.5%
Value ($000) $457 Shares 9,229 Est. Cost $44.20 Unrealized +4.5%
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 0.5%
Value ($000) $443 Shares 39,131 Est. Cost $10.00 Unrealized -0.6%
UNP UNION PAC CORP COM 0.5%
Value ($000) $441 Shares 1,617 Est. Cost $216.58 Unrealized +6.5%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $440 Shares 4,843 Est. Cost $85.64 Unrealized +0.4%
HCA HCA HEALTHCARE INC COM 0.5%
Value ($000) $438 Shares 1,750 Est. Cost $142.37 Unrealized +70.5%
CSX CSX CORP COM 0.5%
Value ($000) $438 Shares 11,716 Est. Cost $33.31 Unrealized +0.5%
KO COCA COLA CO COM 0.4%
Value ($000) $437 Shares 7,052 Est. Cost $49.18 Unrealized +9.9%
IT GARTNER INC COM 0.4%
Value ($000) $429 Shares 1,445 Est. Cost $309.69 Unrealized -6.5%
IVV ISHARES TR CORE S&P 500 ETF 0.4%
Value ($000) $426 Shares 939 Est. Cost $467.27 Unrealized
IXG ISHARES TR GLOBAL FINLS ETF 0.4%
Value ($000) $425 Shares 5,356 Est. Cost $79.95 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.4%
Value ($000) $421 Shares 3,290 Est. Cost $111.61 Unrealized
WY WEYERHAEUSER CO COM 0.4%
Value ($000) $421 Shares 11,133 Est. Cost $34.12 Unrealized 0.0%
MXI ISHARES TR GLOBAL MATLS ETF 0.4%
Value ($000) $417 Shares 4,441 Est. Cost $90.72 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.4%
Value ($000) $414 Shares 1,441 Est. Cost $256.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC LA COM 0.4%
Value ($000) $406 Shares 36,089 Est. Cost $11.39 Unrealized -5.5%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $402 Shares 2,468 Est. Cost $96.10 Unrealized +27.7%
DIS DISNEY WALT CO DISNEY COM 0.4%
Value ($000) $399 Shares 2,912 Est. Cost $144.16 Unrealized -2.0%
JPIN J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF 0.4%
Value ($000) $399 Shares 7,075 Est. Cost $59.10 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $399 Shares 5,425 Est. Cost $72.97 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $396 Shares 8,468 Est. Cost $43.10 Unrealized -0.6%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.4%
Value ($000) $395 Shares 6,028 Est. Cost $69.63 Unrealized -8.6%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $394 Shares 893 Est. Cost $308.96 Unrealized +18.2%
RSPN INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT INDLS ETF 0.4%
Value ($000) $376 Shares 1,999 Est. Cost $195.59 Unrealized
ADBE ADOBE SYS INC COM 0.4%
Value ($000) $372 Shares 817 Est. Cost $482.49 Unrealized -0.3%
CRM SALESFORCE INC COM 0.4%
Value ($000) $365 Shares 1,723 Est. Cost $212.63 Unrealized 0.0%
MET METLIFE INC COM 0.4%
Value ($000) $358 Shares 5,104 Est. Cost $55.38 Unrealized +8.5%
IYT ISHARES TR U S TRANSN ETF FD 0.4%
Value ($000) $349 Shares 1,293 Est. Cost $275.65 Unrealized
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.4%
Value ($000) $345 Shares 511 Est. Cost $111.63 Unrealized -26.4%
AZO AUTOZONE INC COM 0.4%
Value ($000) $341 Shares 167 Est. Cost $1861.88 Unrealized +5.0%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $340 Shares 4,633 Est. Cost $29.21 Unrealized +3.0%
PFE PFIZER INC COM 0.3%
Value ($000) $337 Shares 6,515 Est. Cost $31.92 Unrealized +33.1%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $331 Shares 2,448 Est. Cost $111.01 Unrealized +7.7%
WMB WILLIAMS COS INC COM 0.3%
Value ($000) $331 Shares 9,936 Est. Cost $22.75 Unrealized +12.3%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $331 Shares 17,533 Est. Cost $14.19 Unrealized 0.0%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $328 Shares 788 Est. Cost $457.43 Unrealized
HPQ HP INC COM 0.3%
Value ($000) $324 Shares 8,940 Est. Cost $29.02 Unrealized +10.4%
SYF SYNCHRONY FINL COM 0.3%
Value ($000) $320 Shares 9,200 Est. Cost $43.70 Unrealized -12.6%
PD PAGERDUTY INC COM 0.3%
Value ($000) $313 Shares 9,158 Est. Cost $37.77 Unrealized -14.9%
COST COSTCO WHOLESALE CORP NEW COM 0.3%
Value ($000) $311 Shares 541 Est. Cost $500.83 Unrealized 0.0%
ESGU ISHARES TR ESG AWARE MSCI UAS ETF 0.3%
Value ($000) $309 Shares 3,054 Est. Cost $106.92 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.3%
Value ($000) $305 Shares 22,632 Est. Cost $21.50 Unrealized -37.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $289 Shares 490 Est. Cost $568.16 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $288 Shares 528 Est. Cost $679.47 Unrealized -13.6%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $284 Shares 1,860 Est. Cost $146.58 Unrealized +4.8%
PATH UIPATH INC CL A 0.3%
Value ($000) $283 Shares 13,115 Est. Cost $43.22 Unrealized -22.0%
DRAFTKINGS INC C/A EFF 05/05/22 1 OLD/ 1 NEW CU 26142V105 DRAFTKINGS INC 0.3%
Value ($000) $283 Shares 14,553 Est. Cost $23.79 Unrealized
L LOEWS CORP COM 0.3%
Value ($000) $282 Shares 4,359 Est. Cost $60.47 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR MATLS 0.3%
Value ($000) $281 Shares 3,190 Est. Cost $90.49 Unrealized
NVDA NVIDIA CORP COM 0.3%
Value ($000) $280 Shares 1,027 Est. Cost $27.22 Unrealized -8.0%
JPST J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 0.3%
Value ($000) $278 Shares 5,548 Est. Cost $50.11 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.3%
Value ($000) $278 Shares 2,700 Est. Cost $105.63 Unrealized
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $276 Shares 2,152 Est. Cost $115.07 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.3%
Value ($000) $272 Shares 669 Est. Cost $480.51 Unrealized -14.1%
LAM RESH CORP COM 0.3%
Value ($000) $272 Shares 506 Est. Cost $537.55 Unrealized
T AT&T INC COM 0.3%
Value ($000) $271 Shares 11,476 Est. Cost $14.91 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $267 Shares 2,645 Est. Cost $55.96 Unrealized +64.4%
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.3%
Value ($000) $266 Shares 2,769 Est. Cost $96.06 Unrealized
SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 0.3%
Value ($000) $260 Shares 2,541 Est. Cost $126.14 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $256 Shares 532 Est. Cost $601.47 Unrealized -17.0%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $256 Shares 3,004 Est. Cost $69.68 Unrealized 0.0%
SAP SAP AE SPONSORED ADR ISIN#US8030542042 0.3%
Value ($000) $253 Shares 2,287 Est. Cost $139.76 Unrealized
EQH EQUITABLE HLDGS INC COM 0.3%
Value ($000) $252 Shares 8,162 Est. Cost $29.57 Unrealized +1.0%
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $248 Shares 4,380 Est. Cost $49.18 Unrealized 0.0%
PGR PROGRESSIVE CORP OH COM 0.3%
Value ($000) $246 Shares 2,159 Est. Cost $85.78 Unrealized +14.8%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.3%
Value ($000) $244 Shares 3,810 Est. Cost $73.06 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FORMULA ONE 0.2%
Value ($000) $241 Shares 3,459 Est. Cost $69.67 Unrealized
MCK MCKESSON CORP COM 0.2%
Value ($000) $241 Shares 789 Est. Cost $214.77 Unrealized +24.1%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $240 Shares 439 Est. Cost $613.39 Unrealized -14.2%
KHC KRAFT HEINZ CO COM 0.2%
Value ($000) $236 Shares 6,000 Est. Cost $31.03 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $230 Shares 1,124 Est. Cost $220.34 Unrealized
FMS FRESENIUS MED CARE AKTIENGESELLSCHAFT SPONSORED ADR REPSTG SHS ISIN#US3580291066 0.2%
Value ($000) $229 Shares 6,806 Est. Cost $33.65 Unrealized
INVITAE CORP COM 0.2%
Value ($000) $229 Shares 28,851 Est. Cost $13.11 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 0.2%
Value ($000) $228 Shares 2,193 Est. Cost $120.15 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.2%
Value ($000) $226 Shares 501 Est. Cost $451.10 Unrealized
CNI CANADIAN NATL RY CO COM ISIN#CA1363751027 0.2%
Value ($000) $225 Shares 1,681 Est. Cost $115.71 Unrealized 0.0%
USFR WISDOMTREE TR WISDOMTREE FLTG RATE TREAS FD NEW 0.2%
Value ($000) $222 Shares 4,427 Est. Cost $50.15 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.2%
Value ($000) $213 Shares 3,484 Est. Cost $49.03 Unrealized 0.0%
ANNALY CAP MGMT INC COM 0.2%
Value ($000) $210 Shares 29,889 Est. Cost $7.46 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.2%
Value ($000) $209 Shares 5,477 Est. Cost $38.16 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.2%
Value ($000) $205 Shares 2,291 Est. Cost $75.26 Unrealized +9.6%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $204 Shares 1,559 Est. Cost $135.88 Unrealized 0.0%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $200 Shares 942 Est. Cost $194.24 Unrealized
IQV IQVIA HLDGS INC COM 0.2%
Value ($000) $200 Shares 866 Est. Cost $236.82 Unrealized 0.0%
BCS BARCLAYS PLC ADR ISIN#US06738E2046 0.2%
Value ($000) $188 Shares 23,878 Est. Cost $7.87 Unrealized
GINKGO BIOWORKS HLDGS INC CL A 0.1%
Value ($000) $131 Shares 32,543 Est. Cost $4.03 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.1%
Value ($000) $102 Shares 11,219 Est. Cost $11.51 Unrealized 0.0%