Matisse Capital Diversified Active

CIK: 0001668256 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 2, 2023

Total Value ($000): $161,192 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC 5.4%
Value ($000) $8,780 Shares 45,267 Est. Cost $109.03 Unrealized +57.8%
DGRO ISHARES TR 4.5%
Value ($000) $7,241 Shares 140,527 Est. Cost $41.88 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $6,273 Shares 18,422 Est. Cost $104.97 Unrealized +192.7%
SHOCKWAVE MED INC 3.4%
Value ($000) $5,536 Shares 19,397 Est. Cost $104.16 Unrealized
FS CREDIT OPPORTUNITIES CORP 1.8%
Value ($000) $2,945 Shares 620,000 Est. Cost $4.33 Unrealized
GOLDMAN SACHS MLP ENERGY REN 1.8%
Value ($000) $2,856 Shares 182,000 Est. Cost $8.56 Unrealized
ASND ASCENDIS PHARMA A/S 1.8%
Value ($000) $2,852 Shares 31,950 Est. Cost $92.14 Unrealized
PIMCO ENERGY & TACTICAL CR O 1.6%
Value ($000) $2,553 Shares 162,000 Est. Cost $5.37 Unrealized
LAM RESEARCH CORP 1.5%
Value ($000) $2,457 Shares 3,822 Est. Cost $431.79 Unrealized
BIV VANGUARD BD INDEX FDS 1.3%
Value ($000) $2,114 Shares 28,100 Est. Cost $76.74 Unrealized
SEVN SEVEN HILLS REALTY TRUST 1.3%
Value ($000) $2,052 Shares 200,000 Est. Cost $10.68 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 1.2%
Value ($000) $2,011 Shares 58,000 Est. Cost $27.08 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $2,009 Shares 15,411 Est. Cost $122.32 Unrealized -6.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $2,001 Shares 16,720 Est. Cost $103.34 Unrealized +10.6%
NEUBERGER BERMAN NEXT GENERA 1.1%
Value ($000) $1,746 Shares 160,000 Est. Cost $9.82 Unrealized
BLACKROCK INNOVATION AND GRW 1.0%
Value ($000) $1,649 Shares 210,000 Est. Cost $12.51 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET 1.0%
Value ($000) $1,629 Shares 130,100 Est. Cost $11.60 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 1.0%
Value ($000) $1,587 Shares 50,000 Est. Cost $25.70 Unrealized
ELV ELEVANCE HEALTH INC 1.0%
Value ($000) $1,549 Shares 3,487 Est. Cost $484.45 Unrealized -8.6%
ABRDN ASIA PACIFIC INCOME FU 1.0%
Value ($000) $1,539 Shares 570,000 Est. Cost $3.28 Unrealized
MEXICO FD INC 0.9%
Value ($000) $1,510 Shares 90,000 Est. Cost $11.18 Unrealized
WESTERN ASSET DIVERSIFIED IN 0.9%
Value ($000) $1,482 Shares 110,000 Est. Cost $13.57 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.9%
Value ($000) $1,449 Shares 80,000 Est. Cost $0.02 Unrealized
HIGHLAND OPPORTUNITIES 0.9%
Value ($000) $1,445 Shares 160,000 Est. Cost $10.10 Unrealized
MORGAN STANLEY EMERGING MKTS 0.9%
Value ($000) $1,437 Shares 306,290 Est. Cost $5.00 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.9%
Value ($000) $1,404 Shares 120,447 Est. Cost $11.66 Unrealized
WESTERN ASSET MTG DEFINED OP 0.9%
Value ($000) $1,375 Shares 130,000 Est. Cost $10.59 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.8%
Value ($000) $1,366 Shares 160,000 Est. Cost $8.56 Unrealized
FIRST TR SR FLTG RATE INCOME 0.8%
Value ($000) $1,355 Shares 136,900 Est. Cost $9.97 Unrealized
NUVEEN MORTGAGE AND INCOME F 0.8%
Value ($000) $1,354 Shares 84,000 Est. Cost $16.40 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.8%
Value ($000) $1,345 Shares 81,900 Est. Cost $16.43 Unrealized
DESTRA MULTI-ALTERNATIVE FD 0.8%
Value ($000) $1,326 Shares 264,614 Est. Cost $5.72 Unrealized
MEXICO EQUITY & INCOME FD 0.8%
Value ($000) $1,325 Shares 132,000 Est. Cost $7.03 Unrealized
HIGHLAND GLOBAL ALLOCATION F 0.8%
Value ($000) $1,298 Shares 150,000 Est. Cost $8.46 Unrealized
NUVEEN CORE PLUS IMPACT FUND 0.8%
Value ($000) $1,296 Shares 130,000 Est. Cost $11.38 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.8%
Value ($000) $1,287 Shares 110,000 Est. Cost $11.78 Unrealized
MFS HIGH YIELD MUN TR 0.8%
Value ($000) $1,242 Shares 385,623 Est. Cost $3.46 Unrealized
EMB ISHARES TR 0.8%
Value ($000) $1,238 Shares 14,300 Est. Cost $86.28 Unrealized
BLACKROCK MUNIYIELD MICH QU 0.8%
Value ($000) $1,224 Shares 110,749 Est. Cost $8.93 Unrealized
BRANDYWINEGBL GBL INCM OPP F 0.7%
Value ($000) $1,206 Shares 150,000 Est. Cost $10.51 Unrealized
XMIOX PIONEER MUN HIGH INCOME OPPO 0.7%
Value ($000) $1,184 Shares 110,000 Est. Cost $9.53 Unrealized
NXG NEXTGEN INFRASTR INCM FD 0.7%
Value ($000) $1,154 Shares 30,000 Est. Cost $0.04 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $1,128 Shares 4,310 Est. Cost $189.07 Unrealized +5.8%
BLACKROCK MUNIHLDGS NJ QLTY 0.7%
Value ($000) $1,125 Shares 100,700 Est. Cost $3.28 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,123 Shares 10,474 Est. Cost $100.18 Unrealized -0.6%
VIRTUS GLOBAL MULTI-SECTOR I 0.7%
Value ($000) $1,083 Shares 145,000 Est. Cost $7.24 Unrealized
XENWX EATON VANCE NEW YORK MUN BD 0.7%
Value ($000) $1,074 Shares 114,287 Est. Cost $10.18 Unrealized
EATON VANCE CALIF MUN INCOM 0.7%
Value ($000) $1,070 Shares 107,178 Est. Cost $12.19 Unrealized
ACM AECOM 0.7%
Value ($000) $1,068 Shares 12,611 Est. Cost $83.77 Unrealized -4.7%
META META PLATFORMS INC 0.7%
Value ($000) $1,068 Shares 3,721 Est. Cost $169.12 Unrealized +44.9%
XPHDX PIONEER FLOATING RATE FUND I 0.7%
Value ($000) $1,057 Shares 121,814 Est. Cost $8.84 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $1,035 Shares 5,145 Est. Cost $160.16 Unrealized +6.4%
MAINSTAY CBRE GLOBAL INFRA 0.6%
Value ($000) $1,027 Shares 74,937 Est. Cost $0.18 Unrealized
V VISA INC 0.6%
Value ($000) $1,009 Shares 4,250 Est. Cost $212.87 Unrealized +5.4%
FRANKLIN LTD DURATION INCOME 0.6%
Value ($000) $987 Shares 159,668 Est. Cost $0.01 Unrealized
WESTERN AST INFL LKD OPP & I 0.6%
Value ($000) $979 Shares 110,500 Est. Cost $8.83 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $963 Shares 20,857 Est. Cost $45.17 Unrealized
NKE NIKE INC 0.6%
Value ($000) $962 Shares 8,720 Est. Cost $95.30 Unrealized +16.8%
ANGEL OAK FINL STRATEGIES IN 0.6%
Value ($000) $945 Shares 80,000 Est. Cost $13.26 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $941 Shares 38,600 Est. Cost $23.38 Unrealized
APOLLO TACTICAL INCOME FD IN 0.5%
Value ($000) $874 Shares 68,837 Est. Cost $11.75 Unrealized
BLACKROCK MUNIHLDNGS CALI QL 0.5%
Value ($000) $853 Shares 78,600 Est. Cost $0.01 Unrealized
MFS INVT GRADE MUN TR 0.5%
Value ($000) $836 Shares 113,651 Est. Cost $7.51 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $835 Shares 5,046 Est. Cost $158.76 Unrealized
DELAWARE INVTS NATL MUN INCO 0.5%
Value ($000) $824 Shares 82,036 Est. Cost $10.04 Unrealized
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $809 Shares 3,658 Est. Cost $43.29 Unrealized +1.1%
IBB ISHARES TR 0.5%
Value ($000) $791 Shares 6,233 Est. Cost $129.16 Unrealized
BLACKSTONE LONG SHORT CR INC 0.5%
Value ($000) $787 Shares 69,365 Est. Cost $8.36 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $783 Shares 7,904 Est. Cost $93.20 Unrealized +4.4%
SOFI SOFI TECHNOLOGIES INC 0.5%
Value ($000) $781 Shares 93,664 Est. Cost $6.76 Unrealized -3.5%
FIRST TR ABRDN GBL OPP INCM 0.5%
Value ($000) $779 Shares 125,294 Est. Cost $0.01 Unrealized
STE STERIS PLC 0.5%
Value ($000) $764 Shares 3,397 Est. Cost $188.38 Unrealized +3.7%
NUVEEN ARIZONA QLTY MUN INC 0.5%
Value ($000) $760 Shares 70,709 Est. Cost $10.75 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.5%
Value ($000) $758 Shares 72,634 Est. Cost $6.80 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.5%
Value ($000) $754 Shares 117,137 Est. Cost $8.29 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $751 Shares 18,992 Est. Cost $39.46 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU 0.5%
Value ($000) $750 Shares 72,521 Est. Cost $0.01 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $744 Shares 3,298 Est. Cost $190.55 Unrealized +3.8%
IT GARTNER INC 0.5%
Value ($000) $729 Shares 2,080 Est. Cost $323.80 Unrealized +0.6%
HERZFELD CARIBBEAN BASIN FD 0.5%
Value ($000) $728 Shares 184,403 Est. Cost $2.61 Unrealized
NEUBERGER BRMAN CLIFRN MUNI 0.4%
Value ($000) $710 Shares 66,646 Est. Cost $13.33 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $710 Shares 1,318 Est. Cost $468.77 Unrealized +3.9%
FDX FEDEX CORP 0.4%
Value ($000) $705 Shares 2,843 Est. Cost $190.64 Unrealized +13.3%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $698 Shares 6,321 Est. Cost $109.24 Unrealized
WESTERN ASSET EMERGING MKTS 0.4%
Value ($000) $693 Shares 80,347 Est. Cost $10.49 Unrealized
SFM SPROUTS FMRS MKT INC 0.4%
Value ($000) $678 Shares 18,450 Est. Cost $32.36 Unrealized +7.9%
PII POLARIS INC 0.4%
Value ($000) $672 Shares 5,558 Est. Cost $110.79 Unrealized -0.2%
TORTOISE ENERGY INFRA CORP 0.4%
Value ($000) $669 Shares 23,024 Est. Cost $20.29 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $666 Shares 4,581 Est. Cost $128.16 Unrealized +1.2%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $665 Shares 3,416 Est. Cost $147.75 Unrealized +19.7%
NTAP NETAPP INC 0.4%
Value ($000) $665 Shares 8,699 Est. Cost $60.52 Unrealized +5.4%
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $661 Shares 9,705 Est. Cost $60.72 Unrealized -3.4%
BLACKROCK INC 0.4%
Value ($000) $648 Shares 937 Est. Cost $669.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $644 Shares 2,086 Est. Cost $264.08 Unrealized +5.9%
EMLC VANECK ETF TRUST 0.4%
Value ($000) $636 Shares 24,900 Est. Cost $25.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $632 Shares 11,145 Est. Cost $50.45 Unrealized 0.0%
NTR NUTRIEN LTD 0.4%
Value ($000) $606 Shares 10,256 Est. Cost $69.94 Unrealized -16.9%
INVESCO PA VALUE MUN INC TR 0.4%
Value ($000) $597 Shares 60,552 Est. Cost $0.01 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $580 Shares 8,391 Est. Cost $75.19 Unrealized -14.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $563 Shares 4,727 Est. Cost $116.41 Unrealized -6.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $559 Shares 1,640 Est. Cost $296.98 Unrealized +9.9%
WMT WALMART INC 0.3%
Value ($000) $556 Shares 3,539 Est. Cost $45.66 Unrealized +7.2%
DGS WISDOMTREE TR 0.3%
Value ($000) $536 Shares 11,518 Est. Cost $45.79 Unrealized
THRM GENTHERM INC 0.3%
Value ($000) $534 Shares 9,446 Est. Cost $66.99 Unrealized -14.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $522 Shares 1,133 Est. Cost $426.55 Unrealized +1.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $521 Shares 1,325 Est. Cost $323.40 Unrealized +14.4%
DE DEERE & CO 0.3%
Value ($000) $519 Shares 1,280 Est. Cost $397.09 Unrealized -7.4%
HD HOME DEPOT INC 0.3%
Value ($000) $517 Shares 1,664 Est. Cost $281.19 Unrealized -1.7%
ARES DYNAMIC CR ALLOCATION F 0.3%
Value ($000) $506 Shares 41,071 Est. Cost $11.75 Unrealized
DISV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $499 Shares 21,100 Est. Cost $23.81 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $487 Shares 1,423 Est. Cost $243.83 Unrealized +24.1%
XNBOX NEUBERGER BERMAN N Y MUN FD 0.3%
Value ($000) $486 Shares 50,964 Est. Cost $12.35 Unrealized
VFH VANGUARD WORLD FDS 0.3%
Value ($000) $477 Shares 5,871 Est. Cost $77.89 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $475 Shares 14,380 Est. Cost $29.93 Unrealized -5.1%
FEDERATED HERMES PREM MUNI I 0.3%
Value ($000) $474 Shares 44,588 Est. Cost $10.34 Unrealized
NUVEEN VRIABL RAT PFD & INM 0.3%
Value ($000) $469 Shares 30,303 Est. Cost $15.63 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $469 Shares 2,291 Est. Cost $189.39 Unrealized -1.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $447 Shares 930 Est. Cost $500.41 Unrealized -7.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $419 Shares 8,102 Est. Cost $44.85 Unrealized +1.5%
GOLD A-MARK PRECIOUS METALS INC 0.3%
Value ($000) $412 Shares 11,000 Est. Cost $25.79 Unrealized +40.4%
FISV FISERV INC 0.3%
Value ($000) $410 Shares 3,248 Est. Cost $110.00 Unrealized +7.0%
WPC WP CAREY INC 0.3%
Value ($000) $410 Shares 6,063 Est. Cost $77.45 Unrealized
NUVEEN PENNSYLVANIA QLT MUN 0.2%
Value ($000) $390 Shares 34,675 Est. Cost $0.01 Unrealized
MINV MATTHEWS ASIA FDS 0.2%
Value ($000) $382 Shares 16,100 Est. Cost $24.61 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $373 Shares 2,368 Est. Cost $153.23 Unrealized -6.5%
FIRST TR HIGH YIELD OPPRT 20 0.2%
Value ($000) $369 Shares 26,877 Est. Cost $10.59 Unrealized
WESTERN ASSET MUN PARTNERS F 0.2%
Value ($000) $368 Shares 31,435 Est. Cost $13.46 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $368 Shares 2,330 Est. Cost $151.65 Unrealized
INVESCO TR INVT GRADE NEW YO 0.2%
Value ($000) $366 Shares 35,794 Est. Cost $11.91 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $361 Shares 10,798 Est. Cost $32.20 Unrealized -4.6%
TAIWAN FD INC 0.2%
Value ($000) $356 Shares 11,366 Est. Cost $0.02 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $356 Shares 3,523 Est. Cost $93.02 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.2%
Value ($000) $335 Shares 33,064 Est. Cost $4.27 Unrealized
MEM MATTHEWS ASIA FDS 0.2%
Value ($000) $326 Shares 11,700 Est. Cost $27.03 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value ($000) $320 Shares 36,519 Est. Cost $8.77 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $309 Shares 4,082 Est. Cost $76.22 Unrealized
CENTRAL & EASTERN EUROPE FD 0.2%
Value ($000) $308 Shares 33,995 Est. Cost $21.76 Unrealized
FLIA FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $307 Shares 15,600 Est. Cost $19.68 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.2%
Value ($000) $307 Shares 43,219 Est. Cost $4.73 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $303 Shares 6,700 Est. Cost $45.77 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $301 Shares 1,820 Est. Cost $157.06 Unrealized -5.2%
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $301 Shares 6,500 Est. Cost $46.66 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $300 Shares 7,200 Est. Cost $42.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $289 Shares 7,100 Est. Cost $40.40 Unrealized
MED MEDIFAST INC 0.2%
Value ($000) $272 Shares 2,950 Est. Cost $108.72 Unrealized -21.2%
BLACKROCK VA MUN BD TR 0.2%
Value ($000) $272 Shares 25,355 Est. Cost $10.72 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.2%
Value ($000) $257 Shares 38,684 Est. Cost $7.36 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $250 Shares 1,000 Est. Cost $197.50 Unrealized +11.2%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $250 Shares 9,214 Est. Cost $25.48 Unrealized
INVESCO CALIF VALUE MUN INCO 0.2%
Value ($000) $250 Shares 26,088 Est. Cost $0.01 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $248 Shares 1,633 Est. Cost $129.79 Unrealized +8.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $246 Shares 1,145 Est. Cost $228.84 Unrealized -10.6%
XTEAX ECOFIN SUSTAINABLE AND SOCIA 0.2%
Value ($000) $246 Shares 19,712 Est. Cost $13.59 Unrealized
BNY MELLON MUN INCOME INC 0.1%
Value ($000) $235 Shares 37,322 Est. Cost $3.15 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $235 Shares 515 Est. Cost $495.16 Unrealized -12.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $226 Shares 510 Est. Cost $409.29 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $221 Shares 598 Est. Cost $369.17 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 995 Est. Cost $204.10 Unrealized
EAGLE CAP GROWTH FD INC 0.1%
Value ($000) $208 Shares 23,795 Est. Cost $8.41 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $207 Shares 752 Est. Cost $275.18 Unrealized
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $194 Shares 22,808 Est. Cost $0.01 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $185 Shares 13,382 Est. Cost $13.57 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC 0.1%
Value ($000) $182 Shares 27,064 Est. Cost $0.01 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $162 Shares 18,170 Est. Cost $10.00 Unrealized
NUVEEN SHORT DURATION CR OPP 0.1%
Value ($000) $140 Shares 12,135 Est. Cost $12.94 Unrealized
UUUU ENERGY FUELS INC 0.1%
Value ($000) $101 Shares 16,248 Est. Cost $2.50 Unrealized +134.7%
XMHIX PIONEER MUNICIPAL HIGH INCOM 0.1%
Value ($000) $97 Shares 11,368 Est. Cost $10.29 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value ($000) $44 Shares 12,013 Est. Cost $4.61 Unrealized -12.3%
NG NOVAGOLD RES INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $4.27 Unrealized +25.9%