Matisse Capital Diversified Active

CIK: 0001668256 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $141,661 (100.0% shares, 0.0% debt)

Holdings (169)

DGRO ISHARES TR 4.8%
Value ($000) $6,735 Shares 135,972 Est. Cost $41.88 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $6,251 Shares 36,509 Est. Cost $109.03 Unrealized +66.3%
MSFT MICROSOFT CORP 3.4%
Value ($000) $4,754 Shares 15,058 Est. Cost $104.97 Unrealized +209.2%
SHOCKWAVE MED INC 3.1%
Value ($000) $4,415 Shares 22,175 Est. Cost $116.05 Unrealized
FS CREDIT OPPORTUNITIES CORP 2.4%
Value ($000) $3,360 Shares 620,000 Est. Cost $4.33 Unrealized
ASND ASCENDIS PHARMA A/S 1.7%
Value ($000) $2,459 Shares 26,255 Est. Cost $92.14 Unrealized
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $2,305 Shares 31,878 Est. Cost $76.21 Unrealized
SEVN SEVEN HILLS REALTY TRUST 1.5%
Value ($000) $2,184 Shares 200,000 Est. Cost $10.68 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 1.4%
Value ($000) $2,043 Shares 58,000 Est. Cost $27.08 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $1,931 Shares 14,755 Est. Cost $103.34 Unrealized +24.2%
NEUBERGER BERMAN NEXT GENERA 1.2%
Value ($000) $1,667 Shares 160,000 Est. Cost $9.82 Unrealized
DESTRA MULTI-ALTERNATIVE FD 1.1%
Value ($000) $1,603 Shares 268,000 Est. Cost $5.72 Unrealized
MEXICO FD INC 1.0%
Value ($000) $1,482 Shares 90,000 Est. Cost $11.18 Unrealized
BLACKROCK INNOVATION AND GRW 1.0%
Value ($000) $1,462 Shares 210,000 Est. Cost $12.51 Unrealized
LAM RESEARCH CORP 1.0%
Value ($000) $1,424 Shares 2,272 Est. Cost $431.79 Unrealized
BROOKFIELD REAL ASSETS INCOM 1.0%
Value ($000) $1,409 Shares 115,000 Est. Cost $12.25 Unrealized
ABRDN ASIA PACIFIC INCOME FU 1.0%
Value ($000) $1,397 Shares 570,000 Est. Cost $3.28 Unrealized
WESTERN ASSET DIVERSIFIED IN 1.0%
Value ($000) $1,371 Shares 103,516 Est. Cost $13.57 Unrealized
HIGHLAND OPPORTUNITIES 1.0%
Value ($000) $1,367 Shares 170,000 Est. Cost $9.98 Unrealized
HIGHLAND GLOBAL ALLOCATION F 1.0%
Value ($000) $1,360 Shares 170,000 Est. Cost $8.41 Unrealized
TAIWAN FD INC 1.0%
Value ($000) $1,349 Shares 45,000 Est. Cost $22.41 Unrealized
NUVEEN MORTGAGE AND INCOME F 0.9%
Value ($000) $1,334 Shares 84,000 Est. Cost $16.40 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.9%
Value ($000) $1,320 Shares 80,000 Est. Cost $0.02 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET 0.9%
Value ($000) $1,307 Shares 150,000 Est. Cost $11.22 Unrealized
ABRDN NATL MUN INCOME FD 0.9%
Value ($000) $1,278 Shares 148,420 Est. Cost $9.40 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.9%
Value ($000) $1,266 Shares 160,000 Est. Cost $8.56 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.9%
Value ($000) $1,256 Shares 120,447 Est. Cost $11.66 Unrealized
MEXICO EQUITY & INCOME FD 0.9%
Value ($000) $1,241 Shares 132,000 Est. Cost $7.03 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,232 Shares 10,474 Est. Cost $100.18 Unrealized +0.8%
MFS HIGH YIELD MUN TR 0.9%
Value ($000) $1,207 Shares 385,623 Est. Cost $3.46 Unrealized
NUVEEN CORE PLUS IMPACT FUND 0.8%
Value ($000) $1,191 Shares 130,000 Est. Cost $11.38 Unrealized
EMB ISHARES TR 0.8%
Value ($000) $1,180 Shares 14,300 Est. Cost $86.28 Unrealized
NUVEEN ARIZONA QLTY MUN INC 0.8%
Value ($000) $1,176 Shares 122,133 Est. Cost $10.28 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $1,163 Shares 9,148 Est. Cost $122.32 Unrealized +9.5%
CLEARBRIDGE MLP AND MIDSTRM 0.8%
Value ($000) $1,141 Shares 35,567 Est. Cost $25.70 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.8%
Value ($000) $1,134 Shares 110,000 Est. Cost $11.78 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1,130 Shares 25,838 Est. Cost $44.89 Unrealized
BRANDYWINEGBL GBL INCM OPP F 0.8%
Value ($000) $1,127 Shares 150,000 Est. Cost $10.51 Unrealized
BLACKROCK MUNIYIELD MICH QU 0.8%
Value ($000) $1,100 Shares 110,749 Est. Cost $8.93 Unrealized
XPHDX PIONEER FLOATING RATE FUND I 0.8%
Value ($000) $1,098 Shares 121,814 Est. Cost $8.84 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $1,097 Shares 5,145 Est. Cost $160.16 Unrealized +30.9%
MORGAN STANLEY EMERGING MKTS 0.8%
Value ($000) $1,083 Shares 254,202 Est. Cost $5.00 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $1,081 Shares 4,319 Est. Cost $189.07 Unrealized +35.9%
VIRTUS GLOBAL MULTI-SECTOR I 0.8%
Value ($000) $1,064 Shares 145,000 Est. Cost $7.24 Unrealized
XMIOX PIONEER MUN HIGH INCOME OPPO 0.7%
Value ($000) $1,051 Shares 110,000 Est. Cost $9.53 Unrealized
ACM AECOM 0.7%
Value ($000) $1,047 Shares 12,611 Est. Cost $83.77 Unrealized +0.4%
BLACKROCK MUNIHLDGS NJ QLTY 0.7%
Value ($000) $1,019 Shares 100,700 Est. Cost $3.28 Unrealized
WESTERN ASSET MTG DEFINED OP 0.7%
Value ($000) $1,002 Shares 93,538 Est. Cost $10.59 Unrealized
V VISA INC 0.7%
Value ($000) $991 Shares 4,310 Est. Cost $213.19 Unrealized +10.8%
META META PLATFORMS INC 0.7%
Value ($000) $989 Shares 3,296 Est. Cost $169.12 Unrealized +76.9%
EATON VANCE CALIF MUN INCOM 0.7%
Value ($000) $982 Shares 107,178 Est. Cost $12.19 Unrealized
FRANKLIN LTD DURATION INCOME 0.7%
Value ($000) $972 Shares 159,668 Est. Cost $0.01 Unrealized
ANGEL OAK FINL STRATEGIES IN 0.7%
Value ($000) $963 Shares 80,000 Est. Cost $13.26 Unrealized
XENWX EATON VANCE NEW YORK MUN BD 0.7%
Value ($000) $947 Shares 114,287 Est. Cost $10.18 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $914 Shares 38,600 Est. Cost $23.38 Unrealized
WESTERN AST INFL LKD OPP & I 0.6%
Value ($000) $909 Shares 110,500 Est. Cost $8.83 Unrealized
MAINSTAY CBRE GBL INFRA MEG 0.6%
Value ($000) $883 Shares 74,937 Est. Cost $0.18 Unrealized
FIRST TR SPECIALTY FIN & FIN 0.6%
Value ($000) $818 Shares 242,712 Est. Cost $3.37 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $805 Shares 5,046 Est. Cost $158.76 Unrealized
MFS INVT GRADE MUN TR 0.6%
Value ($000) $804 Shares 113,651 Est. Cost $7.51 Unrealized
SFM SPROUTS FMRS MKT INC 0.6%
Value ($000) $790 Shares 18,450 Est. Cost $32.36 Unrealized +21.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $769 Shares 8,425 Est. Cost $93.15 Unrealized -0.8%
IBB ISHARES TR 0.5%
Value ($000) $762 Shares 6,233 Est. Cost $129.16 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.5%
Value ($000) $760 Shares 117,137 Est. Cost $8.29 Unrealized
FDX FEDEX CORP 0.5%
Value ($000) $753 Shares 2,843 Est. Cost $190.64 Unrealized +29.4%
BLACKROCK MUNIHLDNGS CALI QL 0.5%
Value ($000) $751 Shares 78,600 Est. Cost $0.01 Unrealized
STE STERIS PLC 0.5%
Value ($000) $745 Shares 3,397 Est. Cost $188.38 Unrealized +17.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $745 Shares 1,318 Est. Cost $468.77 Unrealized +13.5%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $743 Shares 3,658 Est. Cost $43.29 Unrealized -4.0%
XTEAX ECOFIN SUSTAINABLE AND SOCIA 0.5%
Value ($000) $742 Shares 61,974 Est. Cost $12.49 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.5%
Value ($000) $739 Shares 51,296 Est. Cost $16.43 Unrealized
NKE NIKE INC 0.5%
Value ($000) $732 Shares 7,660 Est. Cost $95.30 Unrealized +3.1%
EEM ISHARES TR 0.5%
Value ($000) $721 Shares 18,992 Est. Cost $39.46 Unrealized
FIRST TR SR FLTG RATE INCOME 0.5%
Value ($000) $697 Shares 69,740 Est. Cost $9.97 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.5%
Value ($000) $689 Shares 72,634 Est. Cost $6.80 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $671 Shares 6,321 Est. Cost $109.24 Unrealized
WESTERN ASSET EMERGING MKTS 0.5%
Value ($000) $667 Shares 80,347 Est. Cost $10.49 Unrealized
TORTOISE ENERGY INFRA CORP 0.5%
Value ($000) $665 Shares 23,024 Est. Cost $20.29 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $664 Shares 4,581 Est. Cost $128.16 Unrealized +11.0%
SOFI SOFI TECHNOLOGIES INC 0.5%
Value ($000) $664 Shares 83,120 Est. Cost $6.76 Unrealized +30.1%
NTAP NETAPP INC 0.5%
Value ($000) $660 Shares 8,699 Est. Cost $60.52 Unrealized +21.4%
XBNYX BLACKROCK N Y MUN INCOME TRU 0.5%
Value ($000) $660 Shares 72,521 Est. Cost $0.01 Unrealized
NEUBERGER BRMAN CLIFRN MUNI 0.5%
Value ($000) $652 Shares 66,646 Est. Cost $13.33 Unrealized
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $647 Shares 1,487 Est. Cost $484.45 Unrealized -9.9%
BLACKSTONE LONG SHORT CR INC 0.4%
Value ($000) $637 Shares 54,650 Est. Cost $8.36 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.4%
Value ($000) $634 Shares 189,747 Est. Cost $2.63 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $633 Shares 10,256 Est. Cost $69.94 Unrealized -16.7%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $608 Shares 11,080 Est. Cost $50.45 Unrealized +15.9%
BLACKROCK INC 0.4%
Value ($000) $606 Shares 937 Est. Cost $669.12 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $598 Shares 3,416 Est. Cost $147.75 Unrealized +19.8%
EMLC VANECK ETF TRUST 0.4%
Value ($000) $594 Shares 24,900 Est. Cost $25.25 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $586 Shares 8,391 Est. Cost $75.19 Unrealized -14.1%
PII POLARIS INC 0.4%
Value ($000) $579 Shares 5,558 Est. Cost $110.79 Unrealized +7.2%
AMERICAN WELL CORP 0.4%
Value ($000) $573 Shares 489,570 Est. Cost $1.17 Unrealized
WMT WALMART INC 0.4%
Value ($000) $566 Shares 3,539 Est. Cost $45.66 Unrealized +13.5%
INVESCO PA VALUE MUN INC TR 0.4%
Value ($000) $542 Shares 60,552 Est. Cost $0.01 Unrealized
DGS WISDOMTREE TR 0.4%
Value ($000) $533 Shares 11,518 Est. Cost $45.79 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $525 Shares 4,727 Est. Cost $116.41 Unrealized -5.5%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $525 Shares 1,325 Est. Cost $323.40 Unrealized +22.5%
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $516 Shares 9,705 Est. Cost $60.72 Unrealized -2.5%
THRM GENTHERM INC 0.4%
Value ($000) $513 Shares 9,446 Est. Cost $66.99 Unrealized -13.3%
USB US BANCORP DEL 0.4%
Value ($000) $512 Shares 15,490 Est. Cost $30.11 Unrealized +7.9%
HD HOME DEPOT INC 0.4%
Value ($000) $503 Shares 1,664 Est. Cost $281.19 Unrealized +7.7%
DISV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $502 Shares 21,100 Est. Cost $23.81 Unrealized
DE DEERE & CO 0.3%
Value ($000) $483 Shares 1,280 Est. Cost $397.09 Unrealized +0.2%
LOW LOWES COS INC 0.3%
Value ($000) $478 Shares 2,298 Est. Cost $190.55 Unrealized +12.8%
NUVEEN VRIABL RAT PFD & INM 0.3%
Value ($000) $475 Shares 30,303 Est. Cost $15.63 Unrealized
VFH VANGUARD WORLD FDS 0.3%
Value ($000) $472 Shares 5,871 Est. Cost $77.89 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $467 Shares 2,291 Est. Cost $189.39 Unrealized +8.8%
XNBOX NEUBERGER BERMAN N Y MUN FD 0.3%
Value ($000) $446 Shares 50,964 Est. Cost $12.35 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $436 Shares 8,102 Est. Cost $44.85 Unrealized +12.2%
FEDERATED HERMES PREM MUNI I 0.3%
Value ($000) $427 Shares 44,588 Est. Cost $10.34 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $426 Shares 1,386 Est. Cost $264.08 Unrealized +15.3%
FIRST TR ABRDN GBL OPP INCM 0.3%
Value ($000) $422 Shares 74,012 Est. Cost $0.01 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $416 Shares 1,423 Est. Cost $243.83 Unrealized +28.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $395 Shares 2,340 Est. Cost $153.23 Unrealized -4.9%
INTC INTEL CORP 0.3%
Value ($000) $384 Shares 10,798 Est. Cost $32.20 Unrealized +6.3%
IT GARTNER INC 0.3%
Value ($000) $371 Shares 1,080 Est. Cost $323.80 Unrealized +7.7%
FISV FISERV INC 0.3%
Value ($000) $367 Shares 3,248 Est. Cost $110.00 Unrealized +12.0%
MINV MATTHEWS ASIA FDS 0.3%
Value ($000) $360 Shares 16,100 Est. Cost $24.61 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.3%
Value ($000) $358 Shares 26,877 Est. Cost $10.59 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $354 Shares 2,330 Est. Cost $151.65 Unrealized
NUVEEN PENNSYLVANIA QLT MUN 0.2%
Value ($000) $353 Shares 34,675 Est. Cost $0.01 Unrealized
WESTERN ASSET MUN PARTNERS F 0.2%
Value ($000) $333 Shares 31,435 Est. Cost $13.46 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $328 Shares 6,063 Est. Cost $77.45 Unrealized
INVESCO TR INVT GRADE NEW YO 0.2%
Value ($000) $326 Shares 35,794 Est. Cost $11.91 Unrealized
BLACKROCK VA MUN BD TR 0.2%
Value ($000) $325 Shares 34,900 Est. Cost $10.33 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $315 Shares 803 Est. Cost $392.70 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.2%
Value ($000) $308 Shares 43,219 Est. Cost $4.73 Unrealized
MEM MATTHEWS ASIA FDS 0.2%
Value ($000) $308 Shares 11,700 Est. Cost $27.03 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $306 Shares 3,523 Est. Cost $93.02 Unrealized
FLIA FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $303 Shares 15,600 Est. Cost $19.68 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value ($000) $302 Shares 36,519 Est. Cost $8.77 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $301 Shares 6,500 Est. Cost $46.66 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $301 Shares 4,000 Est. Cost $76.22 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $297 Shares 6,700 Est. Cost $45.77 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.2%
Value ($000) $293 Shares 33,064 Est. Cost $4.27 Unrealized
CENTRAL & EASTERN EUROPE FD 0.2%
Value ($000) $292 Shares 33,995 Est. Cost $21.76 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $291 Shares 7,200 Est. Cost $42.50 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $284 Shares 1,820 Est. Cost $157.06 Unrealized -2.4%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $278 Shares 7,100 Est. Cost $40.40 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.2%
Value ($000) $251 Shares 38,684 Est. Cost $7.36 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $244 Shares 1,672 Est. Cost $130.12 Unrealized +10.8%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $242 Shares 9,248 Est. Cost $25.48 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.2%
Value ($000) $242 Shares 54,553 Est. Cost $4.43 Unrealized
CLOUGH GLOBAL EQUITY FD 0.2%
Value ($000) $242 Shares 44,080 Est. Cost $5.48 Unrealized
EAGLE CAP GROWTH FD INC 0.2%
Value ($000) $240 Shares 27,862 Est. Cost $8.44 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $234 Shares 858 Est. Cost $272.31 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $227 Shares 515 Est. Cost $495.16 Unrealized -14.8%
MED MEDIFAST INC 0.2%
Value ($000) $221 Shares 2,950 Est. Cost $108.72 Unrealized -19.8%
INVESCO CALIF VALUE MUN INCO 0.2%
Value ($000) $220 Shares 26,088 Est. Cost $0.01 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $219 Shares 512 Est. Cost $409.29 Unrealized
NUVEEN FLOATING RATE INCOME 0.2%
Value ($000) $219 Shares 26,646 Est. Cost $8.21 Unrealized
CLOUGH GLOBAL DIVID & INCOME 0.2%
Value ($000) $217 Shares 43,630 Est. Cost $4.97 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.2%
Value ($000) $217 Shares 9,602 Est. Cost $22.57 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $214 Shares 598 Est. Cost $369.17 Unrealized
BNY MELLON MUN INCOME INC 0.1%
Value ($000) $212 Shares 37,322 Est. Cost $3.15 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $211 Shares 995 Est. Cost $204.10 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $200 Shares 752 Est. Cost $275.18 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC 0.1%
Value ($000) $182 Shares 27,064 Est. Cost $0.01 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $172 Shares 13,382 Est. Cost $13.57 Unrealized
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $172 Shares 22,808 Est. Cost $0.01 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $148 Shares 18,170 Est. Cost $10.00 Unrealized
UUUU ENERGY FUELS INC 0.1%
Value ($000) $134 Shares 16,248 Est. Cost $2.50 Unrealized +174.6%
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $130 Shares 17,450 Est. Cost $7.44 Unrealized
XPCKX PIMCO CALIF MUN INCOME FD II 0.1%
Value ($000) $87 Shares 17,408 Est. Cost $5.02 Unrealized
XMHIX PIONEER MUNICIPAL HIGH INCOM 0.1%
Value ($000) $82 Shares 11,368 Est. Cost $10.29 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value ($000) $69 Shares 12,013 Est. Cost $4.61 Unrealized -0.9%
NG NOVAGOLD RES INC 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.27 Unrealized -1.6%