HOME FEDERAL BANK OF TENNESSEE Diversified Active

CIK: 0001665446 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 18, 2023

Total Value ($000): $282,800 (100.0% shares, 0.0% debt)

Holdings (68)

IVV ISHARES 36.5%
Value ($000) $103,266 Shares 231,688 Est. Cost $244.47 Unrealized
IVE ISHARES 23.3%
Value ($000) $65,774 Shares 408,051 Est. Cost $91.91 Unrealized
IJS ISHARES 2.8%
Value ($000) $7,820 Shares 82,242 Est. Cost $96.02 Unrealized
LLY ELI LILLY CO 2.6%
Value ($000) $7,224 Shares 15,404 Est. Cost $69.63 Unrealized +490.9%
AAPL APPLE INC 2.1%
Value ($000) $5,811 Shares 29,956 Est. Cost $95.40 Unrealized +80.4%
MSFT MICROSOFT CORP 1.8%
Value ($000) $5,203 Shares 15,280 Est. Cost $50.25 Unrealized +511.3%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $3,690 Shares 18,939 Est. Cost $48.08 Unrealized +267.9%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $3,666 Shares 37,420 Est. Cost $54.61 Unrealized +69.0%
HD HOME DEPOT 1.3%
Value ($000) $3,641 Shares 11,722 Est. Cost $107.58 Unrealized +156.9%
PG PROCTER & GAMBLE 1.3%
Value ($000) $3,558 Shares 23,447 Est. Cost $61.79 Unrealized +128.7%
HON HONEYWELL INTL 1.2%
Value ($000) $3,481 Shares 16,775 Est. Cost $74.28 Unrealized +136.3%
STIP ISHARES 1.2%
Value ($000) $3,262 Shares 33,423 Est. Cost $101.78 Unrealized
WM WASTE MANAGEMENT INC 1.1%
Value ($000) $3,039 Shares 17,522 Est. Cost $45.45 Unrealized +249.3%
SPY SPDR 1.0%
Value ($000) $2,958 Shares 6,673 Est. Cost $292.96 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,901 Shares 17,528 Est. Cost $79.28 Unrealized +87.8%
JPM JP MORGAN CHASE 0.9%
Value ($000) $2,606 Shares 17,916 Est. Cost $50.23 Unrealized +158.1%
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,590 Shares 28,863 Est. Cost $49.31 Unrealized +72.7%
PEP PEPSICO INC 0.9%
Value ($000) $2,513 Shares 13,570 Est. Cost $74.24 Unrealized +129.7%
ABBV ABBVIE INC 0.8%
Value ($000) $2,398 Shares 17,800 Est. Cost $40.88 Unrealized +227.1%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $2,370 Shares 10,784 Est. Cost $69.13 Unrealized +194.0%
ABT ABBOTT LABS 0.8%
Value ($000) $2,153 Shares 19,749 Est. Cost $37.38 Unrealized +171.4%
CVX CHEVRON CORP 0.7%
Value ($000) $2,051 Shares 13,035 Est. Cost $63.57 Unrealized +125.3%
ENB ENBRIDGE INC 0.7%
Value ($000) $1,977 Shares 53,227 Est. Cost $24.92 Unrealized +28.7%
MRK MERCK & CO INC 0.7%
Value ($000) $1,931 Shares 16,735 Est. Cost $51.59 Unrealized +102.5%
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $1,865 Shares 8,224 Est. Cost $70.99 Unrealized +182.1%
EL ESTEE LAUDER COMPANIES-CL A 0.6%
Value ($000) $1,709 Shares 8,703 Est. Cost $74.79 Unrealized +169.5%
IWS ISHARES 0.6%
Value ($000) $1,632 Shares 14,858 Est. Cost $70.36 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,572 Shares 14,658 Est. Cost $52.94 Unrealized +88.2%
QQQ INVESCO QQQ TRUST SERIES 1 0.5%
Value ($000) $1,555 Shares 4,208 Est. Cost $276.80 Unrealized
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $1,508 Shares 10,920 Est. Cost $85.38 Unrealized +47.3%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,473 Shares 39,615 Est. Cost $28.06 Unrealized +11.2%
KO COCA COLA CO 0.5%
Value ($000) $1,442 Shares 23,948 Est. Cost $32.06 Unrealized +78.9%
WMT WALMART INC 0.5%
Value ($000) $1,364 Shares 8,681 Est. Cost $20.12 Unrealized +143.3%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,320 Shares 12,742 Est. Cost $39.70 Unrealized +138.0%
VMC VULCAN MATERIALS CO 0.4%
Value ($000) $1,258 Shares 5,579 Est. Cost $92.31 Unrealized +103.6%
MMM 3M COMPANY 0.4%
Value ($000) $1,248 Shares 12,470 Est. Cost $93.10 Unrealized -16.7%
WY WEYERHAEUSER CO 0.4%
Value ($000) $1,219 Shares 36,377 Est. Cost $19.62 Unrealized +41.8%
RF REGIONS FINANCIAL CORP 0.4%
Value ($000) $1,055 Shares 59,211 Est. Cost $7.18 Unrealized +117.5%
DOW DOW INC 0.4%
Value ($000) $1,047 Shares 19,657 Est. Cost $35.91 Unrealized +26.0%
IBM IBM CORP 0.4%
Value ($000) $1,038 Shares 7,757 Est. Cost $90.07 Unrealized +31.1%
CVS CVS 0.3%
Value ($000) $986 Shares 14,257 Est. Cost $69.17 Unrealized -7.0%
PFE PFIZER INC 0.3%
Value ($000) $983 Shares 26,806 Est. Cost $23.49 Unrealized +41.4%
IP INTERNATIONAL PAPER 0.3%
Value ($000) $926 Shares 29,108 Est. Cost $25.51 Unrealized +14.0%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $845 Shares 17,007 Est. Cost $25.33 Unrealized +67.9%
BRK/B BERKSHIRE HATHAWAY INC CL 0.3%
Value ($000) $831 Shares 2,436 Est. Cost $184.01 Unrealized +77.4%
OTIS OTIS WORLDWIDE CORPORATION 0.3%
Value ($000) $790 Shares 8,871 Est. Cost $54.88 Unrealized +46.9%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $787 Shares 17,275 Est. Cost $34.41 Unrealized +18.5%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $763 Shares 10,676 Est. Cost $26.86 Unrealized +1.2%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.3%
Value ($000) $733 Shares 27,810 Est. Cost $25.45 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $687 Shares 20,546 Est. Cost $35.13 Unrealized -12.5%
SO SOUTHERN COMPANY 0.2%
Value ($000) $583 Shares 8,293 Est. Cost $32.02 Unrealized +103.9%
ETN EATON 0.2%
Value ($000) $566 Shares 2,816 Est. Cost $59.27 Unrealized +187.4%
AMGN AMGEN INC 0.2%
Value ($000) $533 Shares 2,400 Est. Cost $210.32 Unrealized +1.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $528 Shares 4,436 Est. Cost $124.70 Unrealized -13.1%
CAT CATERPILLAR 0.2%
Value ($000) $519 Shares 2,110 Est. Cost $127.86 Unrealized +67.2%
CAG CONAGRA BRANDS 0.2%
Value ($000) $488 Shares 14,475 Est. Cost $24.97 Unrealized +25.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $420 Shares 9,265 Est. Cost $31.97 Unrealized +14.4%
T ATT INC 0.1%
Value ($000) $417 Shares 26,147 Est. Cost $14.00 Unrealized +5.6%
LIN LINDE PLC 0.1%
Value ($000) $335 Shares 880 Est. Cost $322.30 Unrealized +9.5%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $329 Shares 2,220 Est. Cost $86.36 Unrealized +52.5%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $303 Shares 1,740 Est. Cost $127.42 Unrealized
TWIN CITIES FINANCIAL 0.1%
Value ($000) $302 Shares 4,048 Est. Cost $120.18 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $260 Shares 1,998 Est. Cost $114.20 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $244 Shares 818 Est. Cost $273.09 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $224 Shares 4,328 Est. Cost $41.47 Unrealized +9.8%
MDLZ MONDELEZ 0.1%
Value ($000) $219 Shares 3,000 Est. Cost $61.12 Unrealized +12.2%
PVCT PROVECTUS 0.0%
Value ($000) $11 Shares 100,000 Est. Cost $0.47 Unrealized -71.5%
ESCROW CUSIP ALPHA NATURAL RES 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.88 Unrealized