Fiduciary Group LLC Diversified Active

CIK: 0001645890 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 2, 2018

Total Value ($000): $468,457 (100.0% shares, 0.0% debt)

Holdings (174)

BND VANGUARD BD INDEX FD INC 5.2%
Value ($000) $24,505 Shares 300,420 Est. Cost $82.11 Unrealized
BSV VANGUARD BD INDEX FD INC 4.1%
Value ($000) $18,975 Shares 239,887 Est. Cost $79.73 Unrealized
VOO VANGUARD INDEX FDS 4.0%
Value ($000) $18,560 Shares 75,668 Est. Cost $186.78 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.9%
Value ($000) $13,786 Shares 307,307 Est. Cost $39.33 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $12,796 Shares 75,615 Est. Cost $28.22 Unrealized +38.5%
VXF VANGUARD INDEX FDS 2.5%
Value ($000) $11,578 Shares 103,627 Est. Cost $90.47 Unrealized
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $11,113 Shares 79,538 Est. Cost $75.48 Unrealized +47.0%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $11,041 Shares 132,011 Est. Cost $53.61 Unrealized +6.5%
MCO MOODYS CORP 2.1%
Value ($000) $9,733 Shares 65,934 Est. Cost $90.81 Unrealized +50.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $9,661 Shares 48,737 Est. Cost $143.01 Unrealized +32.8%
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,159 Shares 107,067 Est. Cost $44.28 Unrealized +69.9%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $9,143 Shares 85,500 Est. Cost $50.13 Unrealized +62.2%
GOOG ALPHABET INC 1.8%
Value ($000) $8,559 Shares 8,179 Est. Cost $36.11 Unrealized +39.9%
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $8,449 Shares 210,949 Est. Cost $26.81 Unrealized +14.5%
PEP PEPSICO INC 1.8%
Value ($000) $8,344 Shares 69,578 Est. Cost $71.11 Unrealized +25.1%
UNP UNION PAC CORP 1.7%
Value ($000) $8,074 Shares 60,206 Est. Cost $79.51 Unrealized +26.8%
TWENTY FIRST CENTY FOX INC 1.7%
Value ($000) $8,049 Shares 233,112 Est. Cost $30.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $7,479 Shares 141,302 Est. Cost $28.55 Unrealized +11.9%
WMT WAL-MART STORES INC 1.5%
Value ($000) $6,918 Shares 70,052 Est. Cost $20.09 Unrealized +33.5%
MMM 3M CO 1.4%
Value ($000) $6,761 Shares 28,724 Est. Cost $100.11 Unrealized +44.8%
KO COCA COLA CO 1.4%
Value ($000) $6,395 Shares 139,385 Est. Cost $29.04 Unrealized +22.7%
DIS DISNEY WALT CO 1.4%
Value ($000) $6,333 Shares 58,907 Est. Cost $98.91 Unrealized -1.6%
VXUS VANGUARD STAR FD 1.3%
Value ($000) $6,309 Shares 111,046 Est. Cost $45.34 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $6,234 Shares 172,124 Est. Cost $20.89 Unrealized +13.9%
PSX PHILLIPS 66 1.3%
Value ($000) $6,086 Shares 60,168 Est. Cost $56.93 Unrealized +21.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $5,992 Shares 5,124 Est. Cost $20.90 Unrealized +163.3%
DOWDUPONT INC 1.2%
Value ($000) $5,818 Shares 81,686 Est. Cost $69.23 Unrealized
WFC WELLS FARGO CO NEW 1.2%
Value ($000) $5,750 Shares 94,769 Est. Cost $41.63 Unrealized +8.3%
DGRW WISDOMTREE TR 1.2%
Value ($000) $5,690 Shares 137,343 Est. Cost $30.27 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $5,686 Shares 58,792 Est. Cost $42.30 Unrealized +58.1%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $5,646 Shares 61,448 Est. Cost $60.05 Unrealized +21.0%
ORCL ORACLE CORP 1.1%
Value ($000) $5,271 Shares 111,486 Est. Cost $36.65 Unrealized +18.7%
HD HOME DEPOT INC 1.1%
Value ($000) $5,108 Shares 26,952 Est. Cost $87.09 Unrealized +62.7%
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $4,671 Shares 36,613 Est. Cost $111.88 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $4,609 Shares 38,684 Est. Cost $71.01 Unrealized +21.5%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $4,435 Shares 31,089 Est. Cost $74.19 Unrealized +56.0%
BAC BANK AMER CORP 0.9%
Value ($000) $4,276 Shares 144,853 Est. Cost $12.98 Unrealized +75.5%
V VISA INC 0.9%
Value ($000) $4,249 Shares 37,263 Est. Cost $67.97 Unrealized +53.6%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $4,153 Shares 27,441 Est. Cost $87.40 Unrealized +62.7%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $3,986 Shares 18,623 Est. Cost $117.97 Unrealized +57.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $3,892 Shares 3,695 Est. Cost $36.72 Unrealized +39.6%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $3,753 Shares 24,465 Est. Cost $103.40 Unrealized -1.3%
T AT&T INC 0.8%
Value ($000) $3,695 Shares 95,036 Est. Cost $12.23 Unrealized +24.7%
AON PLC 0.7%
Value ($000) $3,454 Shares 25,779 Est. Cost $107.86 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $3,220 Shares 18,515 Est. Cost $123.37 Unrealized +12.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,175 Shares 25,361 Est. Cost $66.45 Unrealized +25.7%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $3,159 Shares 31,807 Est. Cost $66.62 Unrealized +27.9%
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,897 Shares 44,901 Est. Cost $50.65 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,842 Shares 35,197 Est. Cost $64.76 Unrealized +0.3%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $2,814 Shares 36,188 Est. Cost $56.02 Unrealized -4.7%
DGRO ISHARES TR 0.6%
Value ($000) $2,775 Shares 79,790 Est. Cost $27.91 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,732 Shares 52,496 Est. Cost $52.44 Unrealized
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $2,665 Shares 15,974 Est. Cost $73.70 Unrealized +77.6%
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,587 Shares 49,107 Est. Cost $42.46 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,581 Shares 9,602 Est. Cost $208.93 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $2,523 Shares 31,129 Est. Cost $51.13 Unrealized +10.4%
BLACKROCK INC 0.5%
Value ($000) $2,151 Shares 4,188 Est. Cost $350.68 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,061 Shares 118,127 Est. Cost $26.97 Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $2,024 Shares 13,606 Est. Cost $80.03 Unrealized +34.3%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,003 Shares 32,679 Est. Cost $46.01 Unrealized +1.0%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,995 Shares 9,808 Est. Cost $110.30 Unrealized +54.4%
EQIX EQUINIX INC 0.4%
Value ($000) $1,977 Shares 4,362 Est. Cost $198.92 Unrealized +99.0%
META FACEBOOK INC 0.4%
Value ($000) $1,964 Shares 11,131 Est. Cost $88.09 Unrealized +99.2%
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $1,921 Shares 37,392 Est. Cost $27.31 Unrealized +54.3%
PRICELINE GRP INC 0.4%
Value ($000) $1,835 Shares 1,056 Est. Cost $1559.79 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,816 Shares 37,753 Est. Cost $28.77 Unrealized +26.7%
AFL AFLAC INC 0.4%
Value ($000) $1,743 Shares 19,861 Est. Cost $24.64 Unrealized +43.3%
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $1,738 Shares 29,174 Est. Cost $45.50 Unrealized +9.3%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,720 Shares 26,614 Est. Cost $31.69 Unrealized +76.0%
MRK MERCK & CO INC 0.4%
Value ($000) $1,708 Shares 30,358 Est. Cost $39.97 Unrealized +7.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,632 Shares 10,642 Est. Cost $77.05 Unrealized +47.1%
VNO VORNADO RLTY TR 0.3%
Value ($000) $1,608 Shares 20,570 Est. Cost $95.43 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,578 Shares 5,352 Est. Cost $128.84 Unrealized +99.8%
CMI CUMMINS INC 0.3%
Value ($000) $1,566 Shares 8,865 Est. Cost $95.58 Unrealized +44.6%
INTC INTEL CORP 0.3%
Value ($000) $1,532 Shares 33,196 Est. Cost $25.03 Unrealized +46.1%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,507 Shares 9,650 Est. Cost $19.29 Unrealized +63.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,483 Shares 8,617 Est. Cost $75.39 Unrealized +83.9%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $1,441 Shares 8,185 Est. Cost $169.64 Unrealized -4.6%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,358 Shares 9,375 Est. Cost $77.29 Unrealized +47.5%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,343 Shares 39,410 Est. Cost $29.50 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $1,326 Shares 22,367 Est. Cost $38.79 Unrealized +4.5%
LIBERTY GLOBAL PLC 0.3%
Value ($000) $1,308 Shares 38,645 Est. Cost $48.46 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,293 Shares 20,674 Est. Cost $50.70 Unrealized +2.1%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,284 Shares 12,853 Est. Cost $55.99 Unrealized +34.5%
ABT ABBOTT LABS 0.2%
Value ($000) $1,162 Shares 20,364 Est. Cost $39.12 Unrealized +23.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,159 Shares 18,099 Est. Cost $49.87 Unrealized -1.7%
CIGNA CORPORATION 0.2%
Value ($000) $1,128 Shares 5,552 Est. Cost $162.01 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,088 Shares 28,396 Est. Cost $21.50 Unrealized +30.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,021 Shares 12,089 Est. Cost $63.71 Unrealized +18.2%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $909 Shares 7,754 Est. Cost $68.02 Unrealized +41.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $893 Shares 16,278 Est. Cost $46.39 Unrealized -14.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $893 Shares 3 Est. Cost $214536.25 Unrealized +32.8%
CSX CSX CORP 0.2%
Value ($000) $882 Shares 16,031 Est. Cost $9.83 Unrealized +61.4%
DEO DIAGEO P L C 0.2%
Value ($000) $866 Shares 5,931 Est. Cost $115.30 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $854 Shares 5,917 Est. Cost $77.85 Unrealized +34.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $834 Shares 7,894 Est. Cost $48.77 Unrealized +42.7%
SHM SPDR SER TR 0.2%
Value ($000) $803 Shares 16,757 Est. Cost $48.31 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $790 Shares 2,461 Est. Cost $150.97 Unrealized +68.0%
CB CHUBB LIMITED 0.2%
Value ($000) $771 Shares 5,275 Est. Cost $96.27 Unrealized +34.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $756 Shares 8,984 Est. Cost $48.57 Unrealized +29.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $747 Shares 10,718 Est. Cost $44.28 Unrealized +20.3%
IGSB ISHARES TR 0.2%
Value ($000) $716 Shares 6,845 Est. Cost $105.23 Unrealized
SUNTRUST BKS INC 0.2%
Value ($000) $707 Shares 10,942 Est. Cost $49.35 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $700 Shares 8,856 Est. Cost $55.14 Unrealized +20.2%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $683 Shares 10,710 Est. Cost $43.33 Unrealized +13.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $679 Shares 1,860 Est. Cost $102.23 Unrealized +22.4%
AETNA INC NEW 0.1%
Value ($000) $631 Shares 3,500 Est. Cost $127.42 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $619 Shares 14,457 Est. Cost $30.85 Unrealized +11.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $613 Shares 5,082 Est. Cost $76.80 Unrealized +14.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $611 Shares 9,061 Est. Cost $66.77 Unrealized -23.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $605 Shares 8,025 Est. Cost $52.96 Unrealized +13.8%
SYK STRYKER CORP 0.1%
Value ($000) $599 Shares 3,866 Est. Cost $83.95 Unrealized +66.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $598 Shares 5,863 Est. Cost $79.09 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $592 Shares 7,820 Est. Cost $55.21 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $561 Shares 4,800 Est. Cost $94.40 Unrealized +4.9%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $551 Shares 30,735 Est. Cost $20.35 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $549 Shares 2,949 Est. Cost $120.23 Unrealized +28.5%
FAST FASTENAL CO 0.1%
Value ($000) $549 Shares 10,031 Est. Cost $7.97 Unrealized +26.0%
EFX EQUIFAX INC 0.1%
Value ($000) $546 Shares 4,628 Est. Cost $88.59 Unrealized +17.9%
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $542 Shares 31,381 Est. Cost $10.15 Unrealized +14.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $531 Shares 3,471 Est. Cost $82.94 Unrealized +55.0%
MCK MCKESSON CORP 0.1%
Value ($000) $531 Shares 3,405 Est. Cost $198.18 Unrealized -29.9%
HDV ISHARES TR 0.1%
Value ($000) $526 Shares 5,831 Est. Cost $74.88 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $508 Shares 5,346 Est. Cost $67.62 Unrealized +6.6%
TMUS T MOBILE US INC 0.1%
Value ($000) $503 Shares 7,920 Est. Cost $34.61 Unrealized +70.3%
IDV ISHARES TR 0.1%
Value ($000) $484 Shares 14,329 Est. Cost $30.62 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $457 Shares 4,377 Est. Cost $41.76 Unrealized +85.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $430 Shares 6,323 Est. Cost $36.10 Unrealized +43.0%
FEDERAL REALTY INVT TR 0.1%
Value ($000) $420 Shares 3,165 Est. Cost $128.08 Unrealized
RAYTHEON CO 0.1%
Value ($000) $408 Shares 2,170 Est. Cost $120.87 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $400 Shares 21,789 Est. Cost $19.06 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $396 Shares 4,667 Est. Cost $41.83 Unrealized +53.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $386 Shares 5,412 Est. Cost $26.56 Unrealized +37.9%
BLACKSTONE GROUP L P 0.1%
Value ($000) $375 Shares 11,725 Est. Cost $38.30 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $370 Shares 4,836 Est. Cost $29.10 Unrealized +11.4%
IWM ISHARES TR 0.1%
Value ($000) $352 Shares 2,307 Est. Cost $140.57 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $334 Shares 8,775 Est. Cost $39.59 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $321 Shares 2,366 Est. Cost $80.92 Unrealized +36.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $321 Shares 2,281 Est. Cost $106.82 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $306 Shares 1,615 Est. Cost $149.76 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $305 Shares 5,665 Est. Cost $32.81 Unrealized +30.0%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $303 Shares 15,016 Est. Cost $18.60 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $296 Shares 3,850 Est. Cost $40.64 Unrealized +32.3%
ALPS ETF TR 0.1%
Value ($000) $292 Shares 27,000 Est. Cost $11.26 Unrealized
PIMCO DYNMIC CREDIT AND MRT 0.1%
Value ($000) $287 Shares 12,800 Est. Cost $20.91 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $286 Shares 4,102 Est. Cost $64.51 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $285 Shares 4,708 Est. Cost $48.42 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $278 Shares 4,874 Est. Cost $31.26 Unrealized +17.4%
FDX FEDEX CORP 0.1%
Value ($000) $274 Shares 1,100 Est. Cost $158.34 Unrealized +25.7%
MS MORGAN STANLEY 0.1%
Value ($000) $269 Shares 5,120 Est. Cost $29.14 Unrealized +36.3%
BLACKROCK MULTI-SECTOR INC T 0.1%
Value ($000) $266 Shares 14,652 Est. Cost $17.39 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $259 Shares 31,550 Est. Cost $8.36 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $257 Shares 3,500 Est. Cost $39.64 Unrealized +41.4%
IJR ISHARES TR 0.1%
Value ($000) $254 Shares 3,310 Est. Cost $90.95 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $247 Shares 1,441 Est. Cost $108.12 Unrealized -3.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $245 Shares 2,195 Est. Cost $118.68 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $245 Shares 5,010 Est. Cost $37.52 Unrealized -0.2%
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $244 Shares 9,728 Est. Cost $27.67 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $243 Shares 1,000 Est. Cost $193.28 Unrealized +14.4%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $242 Shares 1,534 Est. Cost $116.31 Unrealized 0.0%
COUSINS PPTYS INC 0.1%
Value ($000) $240 Shares 26,000 Est. Cost $9.23 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 2,224 Est. Cost $84.91 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $235 Shares 1,710 Est. Cost $129.24 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $231 Shares 7,962 Est. Cost $47.35 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $229 Shares 3,737 Est. Cost $65.08 Unrealized -25.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $222 Shares 1,006 Est. Cost $153.75 Unrealized +21.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $221 Shares 3,117 Est. Cost $67.94 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $210 Shares 4,400 Est. Cost $43.33 Unrealized +8.9%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $210 Shares 2,650 Est. Cost $79.25 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $184 Shares 2,168 Est. Cost $80.00 Unrealized +3.2%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $92 Shares 1,077 Est. Cost $56.81 Unrealized +46.7%
BANK AMER CORP 0.0%
Value ($000) $79 Shares 4,500 Est. Cost $10.21 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $40 Shares 600 Est. Cost $28.46 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $26 Shares 1,425 Est. Cost $27.68 Unrealized