New Capital Management LP Diversified Active

CIK: 0001696731 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 21, 2021

Total Value ($000): $194,303 (100.0% shares, 0.0% debt)

Holdings (153)

AAPL APPLE INC 41.0%
Value ($000) $79,761 Shares 60,693 Est. Cost $89.36 Unrealized +30.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 22.8%
Value ($000) $44,368 Shares 118,682 Est. Cost $203.98 Unrealized +8.0%
PEP PEPSICO INC 4.3%
Value ($000) $8,405 Shares 62,288 Est. Cost $102.99 Unrealized +17.7%
STIP ISHARES TR 3.8%
Value ($000) $7,357 Shares 70,451 Est. Cost $102.31 Unrealized
TIP ISHARES TR 3.6%
Value ($000) $6,898 Shares 54,037 Est. Cost $126.72 Unrealized
BSV VANGUARD BD INDEX FDS 2.5%
Value ($000) $4,923 Shares 59,383 Est. Cost $83.00 Unrealized
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $4,078 Shares 10,824 Est. Cost $269.06 Unrealized +29.1%
AGG ISHARES TR 2.0%
Value ($000) $3,892 Shares 32,926 Est. Cost $116.25 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $3,679 Shares 13,662 Est. Cost $198.60 Unrealized +22.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,239 Shares 14,564 Est. Cost $131.90 Unrealized +56.2%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 1.5%
Value ($000) $2,998 Shares 34,463 Est. Cost $60.49 Unrealized
TFLO ISHARES TR 1.3%
Value ($000) $2,468 Shares 49,088 Est. Cost $50.29 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.8%
Value ($000) $1,594 Shares 22,891 Est. Cost $51.90 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,559 Shares 16,842 Est. Cost $61.38 Unrealized
IGRO ISHARES TR INTL DIV GRWTH 0.7%
Value ($000) $1,416 Shares 22,441 Est. Cost $63.10 Unrealized
VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 0.7%
Value ($000) $1,377 Shares 16,917 Est. Cost $81.40 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.7%
Value ($000) $1,352 Shares 30,160 Est. Cost $44.83 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.7%
Value ($000) $1,312 Shares 9,295 Est. Cost $141.15 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,133 Shares 348 Est. Cost $80.09 Unrealized +99.2%
ACWI ISHARES TR 0.5%
Value ($000) $976 Shares 10,875 Est. Cost $61.63 Unrealized
YUM YUM BRANDS INC 0.5%
Value ($000) $940 Shares 8,662 Est. Cost $53.30 Unrealized +74.0%
IAGG ISHARES TR 0.4%
Value ($000) $830 Shares 14,761 Est. Cost $55.92 Unrealized
XT ISHARES TR EXPONENTIAL TECH 0.3%
Value ($000) $590 Shares 10,300 Est. Cost $45.31 Unrealized
FDX FEDEX CORP COM 0.3%
Value ($000) $572 Shares 2,202 Est. Cost $113.23 Unrealized +121.8%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.3%
Value ($000) $527 Shares 8,280 Est. Cost $43.86 Unrealized
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $505 Shares 8,853 Est. Cost $26.68 Unrealized +110.5%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $448 Shares 8,788 Est. Cost $29.67 Unrealized +51.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $431 Shares 3,425 Est. Cost $92.15 Unrealized +1.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $348 Shares 1 Est. Cost $230816.08 Unrealized +43.3%
LUV SOUTHWEST AIRLNS CO 0.2%
Value ($000) $309 Shares 6,640 Est. Cost $29.57 Unrealized +36.3%
ICF ISHARES TR 0.2%
Value ($000) $306 Shares 5,670 Est. Cost $78.70 Unrealized
TSLA TESLA MTRS INC 0.2%
Value ($000) $301 Shares 426 Est. Cost $99.01 Unrealized +72.4%
BYLD ISHARES TR YLD OPTIM BD 0.1%
Value ($000) $251 Shares 9,701 Est. Cost $25.87 Unrealized
WEINGARTEN RLTY INVS 0.1%
Value ($000) $232 Shares 10,701 Est. Cost $21.69 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $230 Shares 2,604 Est. Cost $79.82 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $229 Shares 2,780 Est. Cost $87.23 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $217 Shares 1,200 Est. Cost $100.46 Unrealized +39.6%
VTI VANGUARD INDEX FDS TOTAL STK MKT ETF 0.1%
Value ($000) $190 Shares 974 Est. Cost $135.81 Unrealized
AON PLC 0.1%
Value ($000) $157 Shares 741 Est. Cost $112.01 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $157 Shares 575 Est. Cost $141.01 Unrealized +93.1%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.1%
Value ($000) $131 Shares 2,163 Est. Cost $51.00 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $130 Shares 795 Est. Cost $55.48 Unrealized +142.6%
MFC MANULIFE FINANCIAL CORP COM NPV 0.1%
Value ($000) $123 Shares 6,921 Est. Cost $12.83 Unrealized +24.4%
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value ($000) $122 Shares 1,329 Est. Cost $78.70 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $120 Shares 762 Est. Cost $97.22 Unrealized +31.2%
ISHARES GOLD TRUST 0.1%
Value ($000) $116 Shares 6,500 Est. Cost $15.08 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $114 Shares 2,074 Est. Cost $31.21 Unrealized +41.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $112 Shares 1,920 Est. Cost $44.73 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $111 Shares 3,002 Est. Cost $25.99 Unrealized +10.2%
ISHARES TR 0.1%
Value ($000) $110 Shares 4,301 Est. Cost $24.58 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $107 Shares 500 Est. Cost $153.71 Unrealized +25.1%
WMT WAL-MART STORES INC 0.1%
Value ($000) $105 Shares 725 Est. Cost $35.16 Unrealized +28.7%
CSX CSX CORP COM 0.1%
Value ($000) $100 Shares 1,099 Est. Cost $9.89 Unrealized +171.3%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $94 Shares 676 Est. Cost $67.31 Unrealized +83.0%
STPZ PIMCO ETF TR 0.0%
Value ($000) $89 Shares 1,651 Est. Cost $52.27 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $87 Shares 2,111 Est. Cost $44.38 Unrealized -31.6%
CMI CUMMINS INC 0.0%
Value ($000) $81 Shares 358 Est. Cost $105.31 Unrealized +88.3%
IJH ISHARES TR 0.0%
Value ($000) $81 Shares 354 Est. Cost $124.09 Unrealized
SPY SPDR S&P 500 0.0%
Value ($000) $65 Shares 175 Est. Cost $252.13 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $64 Shares 360 Est. Cost $55.35 Unrealized +161.7%
INTC INTEL CORP 0.0%
Value ($000) $59 Shares 1,177 Est. Cost $30.02 Unrealized +46.6%
IWM ISHARES TR 0.0%
Value ($000) $59 Shares 302 Est. Cost $152.82 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $57 Shares 255 Est. Cost $86.33 Unrealized +131.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $54 Shares 675 Est. Cost $45.10 Unrealized +48.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $52 Shares 113 Est. Cost $143.74 Unrealized +221.8%
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $50 Shares 539 Est. Cost $83.24 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $49 Shares 234 Est. Cost $80.32 Unrealized +121.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $46 Shares 549 Est. Cost $75.22 Unrealized -13.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $44 Shares 705 Est. Cost $41.25 Unrealized +21.3%
BRKR BRUKER CORP 0.0%
Value ($000) $42 Shares 765 Est. Cost $21.11 Unrealized +123.4%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $42 Shares 933 Est. Cost $31.37 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $40 Shares 253 Est. Cost $59.69 Unrealized +114.1%
WAT WATERS CORP 0.0%
Value ($000) $38 Shares 154 Est. Cost $142.72 Unrealized +58.8%
ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $37 Shares 1,550 Est. Cost $20.65 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $36 Shares 166 Est. Cost $179.13 Unrealized +7.9%
L LOEWS CORP 0.0%
Value ($000) $36 Shares 804 Est. Cost $43.07 Unrealized -8.5%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $35 Shares 155 Est. Cost $127.14 Unrealized
V VISA INC 0.0%
Value ($000) $35 Shares 160 Est. Cost $197.22 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $34 Shares 247 Est. Cost $117.32 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 530 Est. Cost $53.03 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $32 Shares 28 Est. Cost $56.85 Unrealized +84.6%
EAT BRINKER INTL INC 0.0%
Value ($000) $32 Shares 566 Est. Cost $44.81 Unrealized +10.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $31 Shares 387 Est. Cost $39.74 Unrealized +78.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $31 Shares 437 Est. Cost $39.78 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $30 Shares 710 Est. Cost $37.51 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $28 Shares 481 Est. Cost $36.24 Unrealized +21.4%
ROYAL DUTCH SHELL A 0.0%
Value ($000) $26 Shares 741 Est. Cost $59.09 Unrealized
ISHARES TR 0.0%
Value ($000) $26 Shares 1,012 Est. Cost $25.87 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $26 Shares 307 Est. Cost $76.72 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $26 Shares 519 Est. Cost $33.77 Unrealized +26.8%
HPQ HP INC 0.0%
Value ($000) $25 Shares 1,033 Est. Cost $11.27 Unrealized +56.3%
RSPH INVESCO EXCHANGE TRADED FD TR S&P500 EQL HLT 0.0%
Value ($000) $23 Shares 88 Est. Cost $261.36 Unrealized
IWV ISAHRES RUSSELL 3000 ETF 0.0%
Value ($000) $21 Shares 95 Est. Cost $180.95 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $21 Shares 406 Est. Cost $49.02 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $21 Shares 122 Est. Cost $134.44 Unrealized -12.6%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $20 Shares 155 Est. Cost $75.83 Unrealized +29.4%
ORCL ORACLE CORP 0.0%
Value ($000) $20 Shares 307 Est. Cost $39.55 Unrealized +40.4%
CMCSA COMCAST CORP 0.0%
Value ($000) $20 Shares 361 Est. Cost $41.66 Unrealized 0.0%
MKL MARKEL CORP COM NPV 0.0%
Value ($000) $18 Shares 17 Est. Cost $996.82 Unrealized 0.0%
CRBN ISHARES TR 0.0%
Value ($000) $17 Shares 117 Est. Cost $47.40 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $16 Shares 519 Est. Cost $39.03 Unrealized -41.0%
SLACK 0.0%
Value ($000) $15 Shares 345 Est. Cost $23.19 Unrealized
RNG RINGCENTRAL INC-CLASS A 0.0%
Value ($000) $14 Shares 36 Est. Cost $261.91 Unrealized +18.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $14 Shares 117 Est. Cost $95.08 Unrealized 0.0%
BL BLACKLINE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $33.82 Unrealized +230.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $12 Shares 232 Est. Cost $35.21 Unrealized +19.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $12 Shares 1,010 Est. Cost $10.23 Unrealized -12.1%
RSPM INVESCO EXCHANGE-TRADED FD TR S&P500 EQL MAT 0.0%
Value ($000) $11 Shares 80 Est. Cost $137.50 Unrealized
VEA VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 0.0%
Value ($000) $11 Shares 271 Est. Cost $37.17 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $10 Shares 179 Est. Cost $34.73 Unrealized +44.3%
XYZ SQUARE INC CL A 0.0%
Value ($000) $10 Shares 44 Est. Cost $70.61 Unrealized +176.2%
VOT VANGUARD INDEX FDS MIDCAP GROWTH INDEX VIPER SHS 0.0%
Value ($000) $10 Shares 57 Est. Cost $157.89 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $10 Shares 71 Est. Cost $76.59 Unrealized +60.9%
TRP TC ENERGY CORPORATION COM NPV 0.0%
Value ($000) $10 Shares 245 Est. Cost $32.58 Unrealized 0.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $202.91 Unrealized +0.2%
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS 0.0%
Value ($000) $9 Shares 88 Est. Cost $90.91 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $9 Shares 800 Est. Cost $31.32 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $9 Shares 26 Est. Cost $319.79 Unrealized +39.4%
UCO PROSHARES TR II 0.0%
Value ($000) $8 Shares 233 Est. Cost $30.04 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $8 Shares 112 Est. Cost $58.43 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $7 Shares 86 Est. Cost $45.79 Unrealized +41.6%
ETF MANAGERS TR ETHO CLIMATE LEA 0.0%
Value ($000) $7 Shares 131 Est. Cost $38.17 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $7 Shares 372 Est. Cost $13.33 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $6 Shares 128 Est. Cost $45.18 Unrealized -21.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $5 Shares 54 Est. Cost $73.14 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $5 Shares 319 Est. Cost $8.17 Unrealized 0.0%
IJT ISHARES TR S&P CAP 600 GROWTH ETF 0.0%
Value ($000) $5 Shares 27 Est. Cost $185.19 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $5 Shares 3 Est. Cost $66.98 Unrealized +25.0%
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $4 Shares 70 Est. Cost $44.71 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $58.23 Unrealized +3.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $4 Shares 101 Est. Cost $33.98 Unrealized -21.4%
GLPI GAMING & LEISURE P COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.44 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DOW DOW INC COME 0.0%
Value ($000) $3 Shares 50 Est. Cost $39.03 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $35.85 Unrealized 0.0%
USB US BANCORP 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.86 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $25.55 Unrealized 0.0%
TEMPLETON GLOBAL INCOME FUND 0.0%
Value ($000) $2 Shares 325 Est. Cost $6.15 Unrealized
SEAGATE TECHNOLOGY PLC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $50.86 Unrealized 0.0%
VOD VODAFONE GROUP SPON ADR 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD IV NO AMER ENERGY 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
NFLX NETFLIX COM INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $42.56 Unrealized +19.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.97 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $1 Shares 1 Est. Cost $66.92 Unrealized +24.8%
T AT&T INC COM USD1 0.0%
Value ($000) $1 Shares 47 Est. Cost $14.48 Unrealized +6.2%
TOTAL SE SPON ADS EA REP 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
TWITTER INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.49 Unrealized
RELL RICHARDSON ELECTRONICS LTD 0.0%
Value ($000) $0 Shares 25 Est. Cost $3.98 Unrealized 0.0%
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.03 Unrealized +26.1%
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized