Interchange Capital Partners, LLC Diversified Active

CIK: 0001845998 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value ($000): $88,909 (100.0% shares, 0.0% debt)

Holdings (153)

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 6.0%
Value ($000) $5,299 Shares 40,181 Est. Cost $144.02 Unrealized
VLUE ISHARES TR MSCI USA VALUE FACTOR ETF 4.1%
Value ($000) $3,656 Shares 40,397 Est. Cost $109.45 Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF 3.2%
Value ($000) $2,813 Shares 44,442 Est. Cost $63.30 Unrealized
IQLT ISHARES TR MSCI INTL QUALITY FACTOR ETF 2.9%
Value ($000) $2,569 Shares 83,076 Est. Cost $37.99 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 2.7%
Value ($000) $2,372 Shares 40,312 Est. Cost $72.83 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 2.6%
Value ($000) $2,280 Shares 66,469 Est. Cost $34.57 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD 2.4%
Value ($000) $2,143 Shares 36,437 Est. Cost $65.86 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 2.4%
Value ($000) $2,113 Shares 5,573 Est. Cost $394.00 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 2.0%
Value ($000) $1,799 Shares 36,679 Est. Cost $60.75 Unrealized
BBJP J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS JAPAN ETF NEW 1.9%
Value ($000) $1,676 Shares 38,052 Est. Cost $51.06 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 1.8%
Value ($000) $1,610 Shares 29,043 Est. Cost $58.68 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 1.8%
Value ($000) $1,561 Shares 13,974 Est. Cost $142.46 Unrealized
ESGU ISHARES TR ESG AWARE MSCI UAS ETF 1.7%
Value ($000) $1,518 Shares 18,104 Est. Cost $87.74 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $1,416 Shares 5,514 Est. Cost $256.65 Unrealized +2.6%
AAPL APPLE INC COM 1.4%
Value ($000) $1,284 Shares 9,391 Est. Cost $133.23 Unrealized +11.6%
MGV VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF 1.4%
Value ($000) $1,220 Shares 12,685 Est. Cost $96.18 Unrealized
MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF 1.2%
Value ($000) $1,034 Shares 5,693 Est. Cost $258.00 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $1,016 Shares 9,568 Est. Cost $126.19 Unrealized -0.8%
EZU ISHARES INC MSCI EUROZONE ETF 1.1%
Value ($000) $1,012 Shares 27,863 Est. Cost $41.96 Unrealized
GOOGL ALPHABET INC CL A 1.1%
Value ($000) $963 Shares 442 Est. Cost $132.16 Unrealized -11.6%
C CITIGROUP INC COM NEW 1.0%
Value ($000) $883 Shares 19,210 Est. Cost $53.33 Unrealized -17.9%
IJR ISHARES TR CORE S&P SMALL-CAP ETF 1.0%
Value ($000) $856 Shares 9,273 Est. Cost $101.19 Unrealized
SCZ ISHARES TR MSCI EAFE SMALL CAP ETF 0.9%
Value ($000) $838 Shares 15,357 Est. Cost $64.22 Unrealized
TSLA TESLA INC COM 0.9%
Value ($000) $822 Shares 1,222 Est. Cost $215.66 Unrealized +26.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.9%
Value ($000) $798 Shares 7,395 Est. Cost $178.35 Unrealized -40.9%
EFV ISHARES TR MSCI EAFE VALUE ETF 0.8%
Value ($000) $746 Shares 17,210 Est. Cost $43.35 Unrealized
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FD 0.8%
Value ($000) $742 Shares 27,751 Est. Cost $23.94 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.8%
Value ($000) $707 Shares 9,897 Est. Cost $53.34 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF 0.8%
Value ($000) $706 Shares 15,987 Est. Cost $55.57 Unrealized
AMP AMERIPRISE FINL INC COM 0.8%
Value ($000) $705 Shares 2,968 Est. Cost $278.84 Unrealized -8.9%
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.8%
Value ($000) $697 Shares 5,439 Est. Cost $133.41 Unrealized
IJH ISHARES TR CORE S&P MID-CAP ETF 0.7%
Value ($000) $663 Shares 2,933 Est. Cost $282.65 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.7%
Value ($000) $652 Shares 3,314 Est. Cost $205.81 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.7%
Value ($000) $630 Shares 1,670 Est. Cost $399.40 Unrealized
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.7%
Value ($000) $620 Shares 3,600 Est. Cost $220.96 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $617 Shares 1,202 Est. Cost $314.56 Unrealized +49.7%
MPC MARATHON PETE CORP COM 0.7%
Value ($000) $616 Shares 7,501 Est. Cost $79.62 Unrealized +8.3%
ORCL ORACLE CORP COM 0.7%
Value ($000) $609 Shares 8,729 Est. Cost $73.71 Unrealized -5.2%
ROKU ROKU INC COM CL A 0.7%
Value ($000) $591 Shares 7,202 Est. Cost $210.74 Unrealized -54.0%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.7%
Value ($000) $584 Shares 2,621 Est. Cost $241.06 Unrealized
JEPQ J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF 0.7%
Value ($000) $579 Shares 12,673 Est. Cost $45.69 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.6%
Value ($000) $563 Shares 10,673 Est. Cost $68.07 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $559 Shares 2,039 Est. Cost $254.29 Unrealized +5.8%
SDY SPDR SER TR S&P DIVID ETF 0.6%
Value ($000) $553 Shares 4,661 Est. Cost $126.78 Unrealized
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.6%
Value ($000) $547 Shares 8,181 Est. Cost $76.25 Unrealized
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.6%
Value ($000) $527 Shares 6,557 Est. Cost $87.00 Unrealized
KXI ISHARES TR GLOBAL CONSUMER STAPLES ETF 0.6%
Value ($000) $525 Shares 9,093 Est. Cost $63.14 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.6%
Value ($000) $512 Shares 3,852 Est. Cost $135.31 Unrealized -6.2%
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $503 Shares 2,304 Est. Cost $258.59 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $491 Shares 2,022 Est. Cost $192.42 Unrealized +13.6%
IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD 0.5%
Value ($000) $481 Shares 17,721 Est. Cost $31.53 Unrealized
CE CELANESE CORP DEL COM 0.5%
Value ($000) $476 Shares 4,049 Est. Cost $151.80 Unrealized -11.0%
V VISA INC COM CL A 0.5%
Value ($000) $466 Shares 2,368 Est. Cost $202.61 Unrealized -0.8%
BAC BANK AMER CORP COM 0.5%
Value ($000) $465 Shares 14,958 Est. Cost $27.32 Unrealized +19.8%
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $465 Shares 14,065 Est. Cost $34.00 Unrealized -1.3%
AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 0.5%
Value ($000) $454 Shares 36,542 Est. Cost $10.00 Unrealized +6.3%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.5%
Value ($000) $453 Shares 7,462 Est. Cost $83.41 Unrealized -29.5%
LUMN LUMEN TECHNOLOGIES INC LA COM 0.5%
Value ($000) $453 Shares 41,595 Est. Cost $11.32 Unrealized -4.4%
NTLA INTELLIA THERAPEUTICS INC COM 0.5%
Value ($000) $451 Shares 8,728 Est. Cost $52.95 Unrealized -4.1%
IT GARTNER INC COM 0.5%
Value ($000) $443 Shares 1,834 Est. Cost $300.44 Unrealized -11.4%
HPQ HP INC COM 0.5%
Value ($000) $432 Shares 13,199 Est. Cost $30.00 Unrealized +6.9%
KO COCA COLA CO COM 0.5%
Value ($000) $418 Shares 6,652 Est. Cost $49.18 Unrealized +15.4%
MCHI ISHARES TR MSCI CHINA ETF 0.5%
Value ($000) $417 Shares 7,485 Est. Cost $57.46 Unrealized
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $410 Shares 9,817 Est. Cost $32.79 Unrealized +17.3%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $407 Shares 2,814 Est. Cost $101.83 Unrealized +40.1%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $402 Shares 9,450 Est. Cost $38.80 Unrealized +10.4%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $393 Shares 6,298 Est. Cost $71.50 Unrealized
EXAS EXACT SCIENCES CORP COM 0.4%
Value ($000) $380 Shares 9,669 Est. Cost $83.13 Unrealized -35.7%
ALL ALLSTATE CORP COM 0.4%
Value ($000) $378 Shares 2,990 Est. Cost $108.72 Unrealized +10.4%
SPG SIMON PPTY GROUP INC NEW COM 0.4%
Value ($000) $367 Shares 3,867 Est. Cost $120.04 Unrealized -22.3%
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.4%
Value ($000) $362 Shares 8,708 Est. Cost $50.04 Unrealized
AGG ISHARES TR CORE U S AGGREGATE BD ETF 0.4%
Value ($000) $362 Shares 3,567 Est. Cost $101.49 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.4%
Value ($000) $358 Shares 3,994 Est. Cost $101.05 Unrealized -10.6%
KEY KEYCORP NEW COM 0.4%
Value ($000) $354 Shares 20,598 Est. Cost $20.30 Unrealized -21.6%
UNP UNION PAC CORP COM 0.4%
Value ($000) $353 Shares 1,656 Est. Cost $216.40 Unrealized -3.5%
AZO AUTOZONE INC COM 0.4%
Value ($000) $352 Shares 164 Est. Cost $1861.88 Unrealized +10.5%
ADBE ADOBE SYS INC COM 0.4%
Value ($000) $351 Shares 960 Est. Cost $471.25 Unrealized -13.6%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $351 Shares 8,961 Est. Cost $42.84 Unrealized -10.5%
XLU SELECT SECTOR SPDR TR UTILS 0.4%
Value ($000) $351 Shares 5,018 Est. Cost $69.95 Unrealized
MCK MCKESSON CORP COM 0.4%
Value ($000) $351 Shares 1,077 Est. Cost $241.33 Unrealized +30.1%
DVY ISHARES TR SELECT DIVID ETF FD 0.4%
Value ($000) $351 Shares 2,983 Est. Cost $111.61 Unrealized
TDOC TELADOC HEALTH INC COM 0.4%
Value ($000) $345 Shares 10,395 Est. Cost $101.65 Unrealized -58.2%
XYZ BLOCK INC CL A 0.4%
Value ($000) $340 Shares 5,544 Est. Cost $187.35 Unrealized -51.2%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $340 Shares 4,474 Est. Cost $56.89 Unrealized +27.3%
CRM SALESFORCE INC COM 0.4%
Value ($000) $331 Shares 2,009 Est. Cost $207.21 Unrealized -15.8%
PFE PFIZER INC COM 0.4%
Value ($000) $327 Shares 6,247 Est. Cost $31.92 Unrealized +31.6%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $324 Shares 2,540 Est. Cost $140.78 Unrealized -11.3%
GNR SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF 0.4%
Value ($000) $324 Shares 6,232 Est. Cost $51.99 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.4%
Value ($000) $323 Shares 2,541 Est. Cost $168.62 Unrealized
DPZ DOMINOS PIZZA INC COM 0.4%
Value ($000) $321 Shares 826 Est. Cost $455.96 Unrealized -23.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $316 Shares 1,309 Est. Cost $205.65 Unrealized +8.7%
HCA HCA HEALTHCARE INC COM 0.4%
Value ($000) $312 Shares 1,856 Est. Cost $146.12 Unrealized +42.4%
NVDA NVIDIA CORP COM 0.3%
Value ($000) $306 Shares 2,025 Est. Cost $23.09 Unrealized -18.4%
L LOEWS CORP COM 0.3%
Value ($000) $303 Shares 5,123 Est. Cost $60.71 Unrealized +2.3%
CSX CSX CORP COM 0.3%
Value ($000) $299 Shares 10,298 Est. Cost $33.31 Unrealized -7.1%
PATH UIPATH INC CL A 0.3%
Value ($000) $290 Shares 15,956 Est. Cost $38.85 Unrealized -51.9%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $287 Shares 17,138 Est. Cost $14.19 Unrealized +7.9%
JPIN J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF 0.3%
Value ($000) $286 Shares 5,878 Est. Cost $59.10 Unrealized
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.3%
Value ($000) $285 Shares 5,961 Est. Cost $69.63 Unrealized -25.6%
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $283 Shares 6,036 Est. Cost $214.77 Unrealized -55.7%
DIS DISNEY WALT CO DISNEY COM 0.3%
Value ($000) $279 Shares 2,960 Est. Cost $143.58 Unrealized -24.5%
TWLO TWILIO INC CL A 0.3%
Value ($000) $278 Shares 3,323 Est. Cost $261.81 Unrealized -57.3%
MET METLIFE INC COM 0.3%
Value ($000) $272 Shares 4,338 Est. Cost $55.38 Unrealized +7.0%
INTC INTEL CORP COM 0.3%
Value ($000) $265 Shares 7,102 Est. Cost $44.20 Unrealized -8.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $261 Shares 608 Est. Cost $308.96 Unrealized +28.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $261 Shares 481 Est. Cost $568.16 Unrealized -4.1%
IXG ISHARES TR GLOBAL FINLS ETF 0.3%
Value ($000) $260 Shares 3,957 Est. Cost $79.95 Unrealized
VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 0.3%
Value ($000) $258 Shares 6,335 Est. Cost $40.73 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.3%
Value ($000) $257 Shares 538 Est. Cost $500.83 Unrealized -3.2%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $255 Shares 117 Est. Cost $117.28 Unrealized 0.0%
HDV ISHARES TR CORE HIGH DIVID ETF 0.3%
Value ($000) $254 Shares 2,536 Est. Cost $100.16 Unrealized
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $253 Shares 1,884 Est. Cost $115.07 Unrealized +9.5%
REG REGENCY CTRS CORP COM 0.3%
Value ($000) $252 Shares 4,252 Est. Cost $56.91 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.3%
Value ($000) $250 Shares 534 Est. Cost $677.31 Unrealized -28.0%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $249 Shares 764 Est. Cost $457.43 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $249 Shares 646 Est. Cost $566.70 Unrealized -28.6%
PGR PROGRESSIVE CORP OH COM 0.3%
Value ($000) $249 Shares 2,143 Est. Cost $85.78 Unrealized +20.5%
SYF SYNCHRONY FINL COM 0.3%
Value ($000) $247 Shares 8,968 Est. Cost $43.70 Unrealized -27.0%
U UNITY SOFTWARE INC COM 0.3%
Value ($000) $239 Shares 6,512 Est. Cost $139.15 Unrealized -59.2%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $239 Shares 3,136 Est. Cost $85.64 Unrealized -17.8%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $237 Shares 2,558 Est. Cost $55.96 Unrealized +53.5%
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD 0.3%
Value ($000) $236 Shares 5,899 Est. Cost $40.01 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $235 Shares 1,461 Est. Cost $191.58 Unrealized 0.0%
T AT&T INC COM 0.3%
Value ($000) $234 Shares 11,195 Est. Cost $14.91 Unrealized +9.4%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $231 Shares 4,158 Est. Cost $29.21 Unrealized -13.3%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $231 Shares 2,582 Est. Cost $66.79 Unrealized +34.7%
SPHB INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF 0.3%
Value ($000) $229 Shares 3,911 Est. Cost $78.92 Unrealized
LAM RESH CORP COM 0.3%
Value ($000) $229 Shares 538 Est. Cost $530.89 Unrealized
PHM PULTEGROUP INC COM 0.3%
Value ($000) $227 Shares 5,735 Est. Cost $40.72 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $227 Shares 4,343 Est. Cost $49.18 Unrealized +7.0%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $222 Shares 4,033 Est. Cost $54.61 Unrealized 0.0%
EEMV ISHARES INC MSCI EMERGING MKTS MIN VOL FACTOR ETF 0.2%
Value ($000) $222 Shares 4,021 Est. Cost $55.21 Unrealized
RSPN INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT INDLS ETF 0.2%
Value ($000) $221 Shares 1,382 Est. Cost $195.59 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $219 Shares 4,634 Est. Cost $38.48 Unrealized +27.9%
MA MASTERCARD INC CL A 0.2%
Value ($000) $218 Shares 693 Est. Cost $337.29 Unrealized 0.0%
PD PAGERDUTY INC COM 0.2%
Value ($000) $216 Shares 8,731 Est. Cost $37.77 Unrealized -27.3%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $207 Shares 1,619 Est. Cost $111.01 Unrealized +6.1%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $207 Shares 2,195 Est. Cost $94.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 0.2%
Value ($000) $206 Shares 2,531 Est. Cost $114.98 Unrealized
SAP SAP AE SPONSORED ADR ISIN#US8030542042 0.2%
Value ($000) $205 Shares 2,266 Est. Cost $139.76 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FORMULA ONE 0.2%
Value ($000) $204 Shares 3,220 Est. Cost $69.67 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $203 Shares 426 Est. Cost $432.80 Unrealized 0.0%
SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 0.2%
Value ($000) $202 Shares 2,481 Est. Cost $126.14 Unrealized
ESGE ISHARES INC ESG MSCI EM ETF 0.2%
Value ($000) $201 Shares 6,230 Est. Cost $32.26 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.2%
Value ($000) $200 Shares 6,368 Est. Cost $37.21 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.2%
Value ($000) $187 Shares 22,767 Est. Cost $21.50 Unrealized -54.7%
ANNALY CAP MGMT INC COM 0.2%
Value ($000) $180 Shares 30,464 Est. Cost $7.43 Unrealized
BCS BARCLAYS PLC ADR ISIN#US06738E2046 0.2%
Value ($000) $169 Shares 22,356 Est. Cost $7.87 Unrealized
ING ING GROEP N V ADR 0.2%
Value ($000) $162 Shares 16,344 Est. Cost $9.91 Unrealized
DKNG DRAFTKINGS INC NEW CL A 0.2%
Value ($000) $155 Shares 13,353 Est. Cost $14.08 Unrealized 0.0%
GINKGO BIOWORKS HLDGS INC CL A 0.1%
Value ($000) $102 Shares 42,936 Est. Cost $3.63 Unrealized
INVITAE CORP COM 0.1%
Value ($000) $68 Shares 27,907 Est. Cost $13.11 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.1%
Value ($000) $46 Shares 10,506 Est. Cost $11.51 Unrealized -47.2%