HOME FEDERAL BANK OF TENNESSEE Diversified Active

CIK: 0001665446 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $298,207 (100.0% shares, 0.0% debt)

Holdings (70)

IVV ISHARES 37.1%
Value ($000) $110,616 Shares 231,594 Est. Cost $244.47 Unrealized
IVE ISHARES 23.6%
Value ($000) $70,372 Shares 404,691 Est. Cost $91.91 Unrealized
IJS ISHARES 2.9%
Value ($000) $8,537 Shares 82,829 Est. Cost $96.02 Unrealized
LLY ELI LILLY CO 2.6%
Value ($000) $7,850 Shares 13,466 Est. Cost $69.63 Unrealized +725.9%
MSFT MICROSOFT CORP 1.9%
Value ($000) $5,650 Shares 15,026 Est. Cost $50.25 Unrealized +597.2%
AAPL APPLE INC 1.9%
Value ($000) $5,633 Shares 29,256 Est. Cost $96.25 Unrealized +89.9%
HD HOME DEPOT 1.4%
Value ($000) $4,038 Shares 11,651 Est. Cost $107.58 Unrealized +173.0%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $3,745 Shares 18,859 Est. Cost $48.08 Unrealized +258.2%
HON HONEYWELL INTL 1.2%
Value ($000) $3,506 Shares 16,718 Est. Cost $74.28 Unrealized +132.0%
PG PROCTER & GAMBLE 1.1%
Value ($000) $3,422 Shares 23,355 Est. Cost $61.79 Unrealized +127.6%
STIP ISHARES 1.1%
Value ($000) $3,217 Shares 32,634 Est. Cost $101.78 Unrealized
SPY SPDR 1.1%
Value ($000) $3,172 Shares 6,673 Est. Cost $292.96 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $3,138 Shares 37,295 Est. Cost $54.61 Unrealized +38.5%
WM WASTE MANAGEMENT INC 1.1%
Value ($000) $3,134 Shares 17,496 Est. Cost $45.45 Unrealized +257.5%
JPM JP MORGAN CHASE 1.0%
Value ($000) $3,029 Shares 17,808 Est. Cost $50.23 Unrealized +188.5%
DUK DUKE ENERGY CORP 0.9%
Value ($000) $2,762 Shares 28,462 Est. Cost $49.31 Unrealized +70.0%
ABBV ABBVIE INC 0.9%
Value ($000) $2,748 Shares 17,730 Est. Cost $40.88 Unrealized +232.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,739 Shares 17,474 Est. Cost $79.28 Unrealized +81.1%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $2,501 Shares 10,734 Est. Cost $69.13 Unrealized +221.2%
PEP PEPSICO INC 0.8%
Value ($000) $2,308 Shares 13,590 Est. Cost $74.24 Unrealized +107.1%
ABT ABBOTT LABS 0.7%
Value ($000) $2,169 Shares 19,709 Est. Cost $37.38 Unrealized +157.0%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,938 Shares 8,199 Est. Cost $70.99 Unrealized +181.9%
CVX CHEVRON CORP 0.6%
Value ($000) $1,932 Shares 12,954 Est. Cost $63.57 Unrealized +116.8%
ENB ENBRIDGE INC 0.6%
Value ($000) $1,908 Shares 52,960 Est. Cost $24.92 Unrealized +18.0%
MRK MERCK & CO INC 0.6%
Value ($000) $1,772 Shares 16,253 Est. Cost $51.59 Unrealized +87.6%
IWS ISHARES 0.6%
Value ($000) $1,707 Shares 14,683 Est. Cost $70.36 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.6%
Value ($000) $1,687 Shares 4,120 Est. Cost $284.09 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,513 Shares 13,033 Est. Cost $41.22 Unrealized +166.2%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,462 Shares 38,790 Est. Cost $28.06 Unrealized +10.5%
KO COCA COLA CO 0.5%
Value ($000) $1,407 Shares 23,882 Est. Cost $32.06 Unrealized +66.1%
WMT WALMART INC 0.5%
Value ($000) $1,364 Shares 8,649 Est. Cost $20.12 Unrealized +156.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,351 Shares 13,511 Est. Cost $52.94 Unrealized +84.3%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $1,304 Shares 10,730 Est. Cost $85.38 Unrealized +30.2%
WY WEYERHAEUSER CO 0.4%
Value ($000) $1,280 Shares 36,807 Est. Cost $19.62 Unrealized +48.4%
EL ESTEE LAUDER COMPANIES-CL A 0.4%
Value ($000) $1,269 Shares 8,678 Est. Cost $74.79 Unrealized +70.0%
IBM IBM CORP 0.4%
Value ($000) $1,255 Shares 7,672 Est. Cost $90.07 Unrealized +57.1%
MMM 3M COMPANY 0.4%
Value ($000) $1,250 Shares 11,433 Est. Cost $93.10 Unrealized -18.9%
VMC VULCAN MATERIALS CO 0.4%
Value ($000) $1,242 Shares 5,470 Est. Cost $92.31 Unrealized +125.9%
RF REGIONS FINANCIAL CORP 0.4%
Value ($000) $1,148 Shares 59,211 Est. Cost $7.18 Unrealized +109.5%
CVS CVS 0.4%
Value ($000) $1,130 Shares 14,317 Est. Cost $69.05 Unrealized -5.3%
DOW DOW INC 0.4%
Value ($000) $1,070 Shares 19,516 Est. Cost $35.91 Unrealized +24.4%
IP INTERNATIONAL PAPER 0.3%
Value ($000) $1,017 Shares 28,133 Est. Cost $25.51 Unrealized +25.3%
INTC INTEL CORP 0.3%
Value ($000) $982 Shares 19,546 Est. Cost $35.13 Unrealized +14.0%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $966 Shares 16,807 Est. Cost $25.33 Unrealized +103.5%
BRK/B BERKSHIRE HATHAWAY INC CL 0.3%
Value ($000) $857 Shares 2,404 Est. Cost $184.01 Unrealized +90.8%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $821 Shares 10,676 Est. Cost $26.86 Unrealized +8.0%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $803 Shares 20,775 Est. Cost $34.26 Unrealized -1.9%
OTIS OTIS WORLDWIDE CORPORATION 0.3%
Value ($000) $789 Shares 8,821 Est. Cost $54.88 Unrealized +46.2%
PFE PFIZER INC 0.3%
Value ($000) $767 Shares 26,638 Est. Cost $23.49 Unrealized +12.4%
EPD ENTERPRISE PRODUCT PARTNERS LP 0.2%
Value ($000) $728 Shares 27,610 Est. Cost $25.45 Unrealized
ETN EATON 0.2%
Value ($000) $678 Shares 2,816 Est. Cost $59.27 Unrealized +263.7%
AMGN AMGEN INC 0.2%
Value ($000) $654 Shares 2,271 Est. Cost $210.32 Unrealized +21.3%
SO SOUTHERN COMPANY 0.2%
Value ($000) $627 Shares 8,940 Est. Cost $34.32 Unrealized +85.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $563 Shares 3,890 Est. Cost $124.70 Unrealized -5.1%
CAT CATERPILLAR 0.2%
Value ($000) $535 Shares 1,809 Est. Cost $127.86 Unrealized +96.5%
CAG CONAGRA BRANDS 0.2%
Value ($000) $486 Shares 16,950 Est. Cost $24.96 Unrealized -0.2%
T ATT INC 0.1%
Value ($000) $396 Shares 23,623 Est. Cost $14.00 Unrealized +1.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $374 Shares 9,265 Est. Cost $31.97 Unrealized +8.9%
LIN LINDE PLC 0.1%
Value ($000) $361 Shares 880 Est. Cost $322.30 Unrealized +19.0%
TWIN CITIES FINANCIAL 0.1%
Value ($000) $340 Shares 4,048 Est. Cost $120.18 Unrealized
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $335 Shares 1,740 Est. Cost $127.42 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $332 Shares 2,220 Est. Cost $86.36 Unrealized +49.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $245 Shares 825 Est. Cost $273.09 Unrealized -5.3%
UNP UNION PACIFIC 0.1%
Value ($000) $220 Shares 895 Est. Cost $209.24 Unrealized 0.0%
MDLZ MONDELEZ 0.1%
Value ($000) $217 Shares 3,000 Est. Cost $61.12 Unrealized +5.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $214 Shares 1,528 Est. Cost $124.75 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $209 Shares 4,141 Est. Cost $41.47 Unrealized +15.7%
VYM VANGUARD 0.1%
Value ($000) $205 Shares 1,838 Est. Cost $111.63 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value ($000) $203 Shares 1,250 Est. Cost $144.16 Unrealized 0.0%
PVCT PROVECTUS 0.0%
Value ($000) $10 Shares 100,000 Est. Cost $0.47 Unrealized -78.1%