Trust Asset Management LLC Diversified Active

CIK: 0001608376 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $252,736 (100.0% shares, 0.0% debt)

Holdings (116)

VT VANGUARD TOT WORLD STK ETF - EQUITY OBJECTIVE - GLOBAL MUTUAL FUND - EQUITY 19.7%
Value ($000) $49,853 Shares 679,473 Est. Cost $66.64 Unrealized
ABERDEEN ASIA-PAC INCOME FD - FIXED INCOME OBJECTIVE - ASIAN PACIFIC REGION MUTUAL FUND - FIXED INCOME 14.5%
Value ($000) $36,769 Shares 8,511,427 Est. Cost $4.75 Unrealized
WILLIAMS PARTNERS LP PARTNERSHIP SHARES 12.7%
Value ($000) $32,040 Shares 789,358 Est. Cost $37.83 Unrealized
GOOG ALPHABET INC-CL C COMMON STOCK 10.6%
Value ($000) $26,889 Shares 24,102 Est. Cost $37.83 Unrealized +41.8%
SPY SPDR TRUST SERIES 1 - EQUITY OBJECTIVE - GROWTH-LARGE CAP MUTUAL FUND - EQUITY 10.2%
Value ($000) $25,740 Shares 94,885 Est. Cost $263.10 Unrealized
WMB WILLIAMS COS INC COMMON STOCK 8.2%
Value ($000) $20,783 Shares 766,609 Est. Cost $18.82 Unrealized -8.3%
BUCKEYE PARTNERS LP PARTNERSHIP SHARES 5.4%
Value ($000) $13,723 Shares 390,422 Est. Cost $57.86 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS PARTNERSHIP SHARES 3.2%
Value ($000) $7,972 Shares 288,092 Est. Cost $27.15 Unrealized
WELLS FARGO ADVANTAGE INCOME - FIXED INCOME OBJECTIVE - HIGH YIELD BOND MUTUAL FUND - FIXED INCOME 2.2%
Value ($000) $5,559 Shares 695,805 Est. Cost $8.06 Unrealized
PAA PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES 2.1%
Value ($000) $5,366 Shares 226,971 Est. Cost $25.77 Unrealized
ENBRIDGE ENERGY PARTNERS LP PARTNERSHIP SHARES 1.3%
Value ($000) $3,325 Shares 304,197 Est. Cost $19.72 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH - EQUITY OBJECTIVE - LARGE-CAP MUTUAL FUND - EQUITY 1.2%
Value ($000) $3,034 Shares 20,640 Est. Cost $147.00 Unrealized
CALL 100 ALPHABET INC CL C EXP 01-18- 1.2%
Value ($000) $2,963 Shares 238 Est. Cost $12449.58 Unrealized
ALERIAN MLP ETF - EQUITY OBJECTIVE - SECTOR FUND-ENERGY MUTUAL FUND - EQUITY 0.9%
Value ($000) $2,258 Shares 223,536 Est. Cost $17.52 Unrealized
ENERGY TRANSFER PARTNERS LP PARTNERSHIP SHARES 0.6%
Value ($000) $1,403 Shares 73,702 Est. Cost $20.39 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH - EQUITY OBJECTIVE - GROWTH MUTUAL FUND - EQUITY 0.5%
Value ($000) $1,343 Shares 9,340 Est. Cost $143.79 Unrealized
SYMANTEC CORP COMMON STOCK 0.5%
Value ($000) $1,241 Shares 60,117 Est. Cost $25.65 Unrealized
IWN ISHARES RUSSELL 2000 VALUE E - EQUITY OBJECTIVE - SMALL-CAP MUTUAL FUND - EQUITY 0.4%
Value ($000) $1,016 Shares 7,699 Est. Cost $131.97 Unrealized
MMLP MARTIN MIDSTREAM PARTNERS LP PARTNERSHIP SHARES 0.3%
Value ($000) $839 Shares 60,791 Est. Cost $26.13 Unrealized
MSFT MICROSOFT CORP COMMON STOCK 0.2%
Value ($000) $598 Shares 6,060 Est. Cost $89.76 Unrealized 0.0%
C CITIGROUP INC COMMON STOCK 0.2%
Value ($000) $582 Shares 8,691 Est. Cost $39.74 Unrealized +33.4%
HPQ HP INC COMMON STOCK 0.2%
Value ($000) $553 Shares 24,373 Est. Cost $9.12 Unrealized +88.9%
AMZN AMAZON.COM INC COMMON STOCK 0.2%
Value ($000) $498 Shares 293 Est. Cost $79.37 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL CAP - EQUITY OBJECTIVE - INTERNATIONAL EQUITY MUTUAL FUND - EQUITY 0.2%
Value ($000) $495 Shares 7,890 Est. Cost $62.74 Unrealized
V VISA INC-CLASS A SHARES COMMON STOCK 0.2%
Value ($000) $456 Shares 3,440 Est. Cost $122.08 Unrealized 0.0%
TC PIPELINES LP PARTNERSHIP SHARES 0.2%
Value ($000) $416 Shares 16,045 Est. Cost $59.52 Unrealized
HPE HEWLETT PACKARD ENTERPRIS COMMON STOCK 0.1%
Value ($000) $356 Shares 24,373 Est. Cost $6.50 Unrealized +100.3%
MCD MCDONALDS CORP COMMON STOCK 0.1%
Value ($000) $335 Shares 2,136 Est. Cost $135.53 Unrealized 0.0%
AVGO BROADCOM INC COMMON STOCK 0.1%
Value ($000) $330 Shares 1,358 Est. Cost $19.73 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COMMON STOCK 0.1%
Value ($000) $310 Shares 5,830 Est. Cost $44.10 Unrealized 0.0%
JBHT HUNT (JB) TRANSPRT SVCS INC COMMON STOCK 0.1%
Value ($000) $294 Shares 2,420 Est. Cost $114.01 Unrealized 0.0%
KEY KEYCORP COMMON STOCK 0.1%
Value ($000) $271 Shares 13,850 Est. Cost $13.98 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL COMMON STOCK 0.1%
Value ($000) $259 Shares 3,204 Est. Cost $56.59 Unrealized 0.0%
CSCO CISCO SYSTEMS INC COMMON STOCK 0.1%
Value ($000) $195 Shares 4,524 Est. Cost $18.31 Unrealized +89.8%
DHR DANAHER CORP COMMON STOCK 0.1%
Value ($000) $193 Shares 1,960 Est. Cost $85.98 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATIO COMMON STOCK 0.1%
Value ($000) $183 Shares 1,730 Est. Cost $88.43 Unrealized 0.0%
NKE NIKE INC -CL B COMMON STOCK 0.1%
Value ($000) $175 Shares 2,195 Est. Cost $63.84 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COMMON STOCK 0.1%
Value ($000) $169 Shares 2,092 Est. Cost $62.87 Unrealized +30.6%
FTV FORTIVE CORP COMMON STOCK 0.1%
Value ($000) $165 Shares 2,140 Est. Cost $46.29 Unrealized 0.0%
ZTS ZOETIS INC COMMON STOCK 0.1%
Value ($000) $157 Shares 1,845 Est. Cost $79.49 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO INC COMMON STOCK 0.1%
Value ($000) $148 Shares 1,730 Est. Cost $71.59 Unrealized 0.0%
WFC WELLS FARGO & CO COMMON STOCK 0.1%
Value ($000) $145 Shares 2,613 Est. Cost $39.85 Unrealized +8.8%
BP BP PLC-SPONS ADR DEPOSITORY RECEIPT 0.1%
Value ($000) $140 Shares 3,066 Est. Cost $39.14 Unrealized
CTAS CINTAS CORP COMMON STOCK 0.1%
Value ($000) $139 Shares 750 Est. Cost $41.65 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR - EQUITY OBJECTIVE - ENERGY MUTUAL FUND - EQUITY 0.1%
Value ($000) $136 Shares 1,795 Est. Cost $75.77 Unrealized
F FORD MOTOR CO COMMON STOCK 0.1%
Value ($000) $136 Shares 12,263 Est. Cost $8.16 Unrealized -5.2%
XEROX CORP COMMON STOCK 0.0%
Value ($000) $125 Shares 5,196 Est. Cost $28.68 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR DEPOSITARY RECEIPT 0.0%
Value ($000) $118 Shares 635 Est. Cost $185.83 Unrealized
HD HOME DEPOT INC COMMON STOCK 0.0%
Value ($000) $118 Shares 605 Est. Cost $155.00 Unrealized 0.0%
EUFN ISHARES MSCI EUROPE FINANCIA - EQUITY OBJECTIVE - FINANCIAL MUTUAL FUND - EQUITY 0.0%
Value ($000) $112 Shares 5,536 Est. Cost $20.23 Unrealized
CRESTWOOD EQUITY PARTNERS LP PARTNERSHIP SHARES 0.0%
Value ($000) $102 Shares 3,214 Est. Cost $20.73 Unrealized
MO ALTRIA GROUP INC COMMON STOCK 0.0%
Value ($000) $99 Shares 1,748 Est. Cost $32.20 Unrealized 0.0%
DELL TECHNOLOGIES INC-CL V COMMON STOCK 0.0%
Value ($000) $98 Shares 1,163 Est. Cost $48.15 Unrealized
BAX BAXTER INTERNATIONAL INC COMMON STOCK 0.0%
Value ($000) $90 Shares 1,225 Est. Cost $61.53 Unrealized 0.0%
CENTURYTEL INC COMMON STOCK 0.0%
Value ($000) $83 Shares 4,431 Est. Cost $34.53 Unrealized
CRM SALESFORCE.COM INC COMMON STOCK 0.0%
Value ($000) $82 Shares 600 Est. Cost $126.05 Unrealized 0.0%
PEP PEPSICO INC COMMON STOCK 0.0%
Value ($000) $76 Shares 702 Est. Cost $81.72 Unrealized 0.0%
CNDT CONDUENT INC COMMON STOCK 0.0%
Value ($000) $76 Shares 4,158 Est. Cost $15.22 Unrealized +26.9%
CB CHUBB LTD COMMON STOCK 0.0%
Value ($000) $70 Shares 548 Est. Cost $116.44 Unrealized 0.0%
TS TENARIS SA-ADR DEPOSITORY RECEIPT 0.0%
Value ($000) $61 Shares 1,677 Est. Cost $27.91 Unrealized
NOW SERVICENOW INC COMMON STOCK 0.0%
Value ($000) $60 Shares 345 Est. Cost $34.65 Unrealized 0.0%
MICRO FOCUS INTL-SPN ADR DEPOSITARY RECEIPT 0.0%
Value ($000) $58 Shares 3,345 Est. Cost $31.99 Unrealized
ALEXION PHARMACEUTICALS INC COMMON STOCK 0.0%
Value ($000) $58 Shares 470 Est. Cost $123.40 Unrealized
ARCONIC INC COMMON STOCK 0.0%
Value ($000) $57 Shares 3,333 Est. Cost $18.60 Unrealized
BLACKROCK INC COMMON STOCK 0.0%
Value ($000) $53 Shares 107 Est. Cost $495.33 Unrealized
AA ALCOA CORP COMMON STOCK 0.0%
Value ($000) $52 Shares 1,111 Est. Cost $33.43 Unrealized +43.7%
NDAQ NASDAQ OMX GROUP/THE COMMON STOCK 0.0%
Value ($000) $50 Shares 545 Est. Cost $26.73 Unrealized 0.0%
LABORATORY CRP OF AMER HLDGS COMMON STOCK 0.0%
Value ($000) $49 Shares 275 Est. Cost $178.18 Unrealized
GM GENERAL MOTORS CO COMMON STOCK 0.0%
Value ($000) $48 Shares 1,218 Est. Cost $28.15 Unrealized +24.5%
GENERAL ELECTRIC CO COMMON STOCK 0.0%
Value ($000) $46 Shares 3,393 Est. Cost $25.27 Unrealized
WORLDPAY INC-CLASS A COMMON STOCK 0.0%
Value ($000) $45 Shares 545 Est. Cost $82.57 Unrealized
COOPER COS INC/THE COMMON STOCK 0.0%
Value ($000) $41 Shares 176 Est. Cost $232.95 Unrealized
ALLE ALLEGION PLC COMMON STOCK 0.0%
Value ($000) $37 Shares 475 Est. Cost $72.85 Unrealized 0.0%
OPLN KAR AUCTION SERVICES INC COMMON STOCK 0.0%
Value ($000) $36 Shares 660 Est. Cost $20.38 Unrealized 0.0%
1741046D STERIS PLC COMMON STOCK 0.0%
Value ($000) $35 Shares 330 Est. Cost $106.06 Unrealized
CORELOGIC INC COMMON STOCK 0.0%
Value ($000) $35 Shares 680 Est. Cost $51.47 Unrealized
WAT WATERS CORP COMMON STOCK 0.0%
Value ($000) $33 Shares 170 Est. Cost $196.97 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP COMMON STOCK 0.0%
Value ($000) $33 Shares 618 Est. Cost $41.20 Unrealized +7.5%
ANSYS INC COMMON STOCK 0.0%
Value ($000) $33 Shares 190 Est. Cost $173.68 Unrealized
AAP ADVANCE AUTO PARTS INC COMMON STOCK 0.0%
Value ($000) $30 Shares 220 Est. Cost $106.85 Unrealized 0.0%
SIX FLAGS ENTERTAINMENT CORP COMMON STOCK 0.0%
Value ($000) $29 Shares 410 Est. Cost $70.73 Unrealized
LOGMEIN INC COMMON STOCK 0.0%
Value ($000) $28 Shares 270 Est. Cost $103.70 Unrealized
INGR INGREDION INC COMMON STOCK 0.0%
Value ($000) $27 Shares 241 Est. Cost $117.60 Unrealized 0.0%
DOV DOVER CORP COMMON STOCK 0.0%
Value ($000) $27 Shares 370 Est. Cost $68.01 Unrealized 0.0%
IEX IDEX CORP COMMON STOCK 0.0%
Value ($000) $25 Shares 180 Est. Cost $127.20 Unrealized 0.0%
AXTA AXALTA COATING SYSTEMS LTD COMMON STOCK 0.0%
Value ($000) $24 Shares 795 Est. Cost $31.36 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COMMON STOCK 0.0%
Value ($000) $24 Shares 415 Est. Cost $60.97 Unrealized 0.0%
SNA SNAP-ON INC COMMON STOCK 0.0%
Value ($000) $23 Shares 145 Est. Cost $124.36 Unrealized 0.0%
GENERAL MOTORS-CW19 07/10/2019 WARRANT 0.0%
Value ($000) $23 Shares 1,014 Est. Cost $22.68 Unrealized
XRAY DENTSPLY SIRONA INC COMMON STOCK 0.0%
Value ($000) $21 Shares 490 Est. Cost $46.97 Unrealized 0.0%
CALL 100 ENTERPRISE PRODS PARTNERS L P COM UNIT 0.0%
Value ($000) $21 Shares 530 Est. Cost $39.62 Unrealized
WST WEST PHARMACEUTICAL SERVICES COMMON STOCK 0.0%
Value ($000) $21 Shares 215 Est. Cost $89.91 Unrealized 0.0%
PERSPECTA INC COMMON STOCK 0.0%
Value ($000) $21 Shares 1,044 Est. Cost $20.11 Unrealized
HARRIS CORP COMMON STOCK 0.0%
Value ($000) $20 Shares 140 Est. Cost $142.86 Unrealized
CHKP CHECK POINT SOFTWARE TECH COMMON STOCK 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.06 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $20 Shares 10 Est. Cost $2072.14 Unrealized 0.0%
AAPL APPLE INC COMMON STOCK 0.0%
Value ($000) $19 Shares 105 Est. Cost $42.75 Unrealized 0.0%
WYNDHAM WORLDWIDE CORP COMMON STOCK 0.0%
Value ($000) $18 Shares 415 Est. Cost $43.37 Unrealized
WAB WABTEC CORP COMMON STOCK 0.0%
Value ($000) $16 Shares 165 Est. Cost $88.89 Unrealized 0.0%
SJM JM SMUCKER CO/THE COMMON STOCK 0.0%
Value ($000) $16 Shares 145 Est. Cost $87.84 Unrealized 0.0%
RAYTHEON COMPANY COMMON STOCK 0.0%
Value ($000) $16 Shares 85 Est. Cost $188.24 Unrealized
COP CONOCOPHILLIPS COMMON STOCK 0.0%
Value ($000) $16 Shares 235 Est. Cost $51.80 Unrealized 0.0%
DOWDUPONT INC COMMON STOCK 0.0%
Value ($000) $15 Shares 220 Est. Cost $68.18 Unrealized
APERGY CORP COMMON STOCK 0.0%
Value ($000) $15 Shares 349 Est. Cost $42.98 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COMMON STOCK 0.0%
Value ($000) $14 Shares 70 Est. Cost $208.02 Unrealized 0.0%
DISCOVER FINANCIAL SERVICES COMMON STOCK 0.0%
Value ($000) $13 Shares 190 Est. Cost $68.42 Unrealized
LLY ELI LILLY & CO COMMON STOCK 0.0%
Value ($000) $11 Shares 128 Est. Cost $55.19 Unrealized +33.5%
MS MORGAN STANLEY COMMON STOCK 0.0%
Value ($000) $11 Shares 230 Est. Cost $41.43 Unrealized 0.0%
DUN & BRADSTREET CORP COMMON STOCK 0.0%
Value ($000) $9 Shares 75 Est. Cost $120.00 Unrealized
RIO RIO TINTO PLC-SPON ADR DEPOSITORY RECEIPT 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
BAC BANK OF AMERICA CORP COMMON STOCK 0.0%
Value ($000) $7 Shares 264 Est. Cost $13.55 Unrealized +83.4%
TOTAL SA-SPON ADR DEPOSITORY RECEIPT 0.0%
Value ($000) $6 Shares 96 Est. Cost $62.50 Unrealized
WMI HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 953 Est. Cost $2.10 Unrealized
EEM ISHARES MSCI EMERGING MKT IN - EQUITY OBJECTIVE - EMERGING MARKET-EQUITY MUTUAL FUND - EQUITY 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.91 Unrealized
ROYAL DUTCH SHELL PLC-ADR DEPOSITORY RECEIPT 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
UIS UNISYS CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 32 Est. Cost $10.05 Unrealized +19.1%