Fulcrum Capital LLC Diversified Active

Location: Seattle, WA

CIK: 0001724090 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: Jan 30, 2018

Total Value: $308M (100.0% shares, 0.0% debt)

Holdings (73)

PCAR PACCAR INC 16.9%
Value $52.03M Shares 731,932 Est. Cost $34.20 Unrealized 0.0%
IEFA ISHARES TR 8.8%
Value $27.03M Shares 408,997 Est. Cost $66.09 Unrealized
IVV ISHARES TR 4.3%
Value $13.33M Shares 49,586 Est. Cost $268.85 Unrealized
MSFT MICROSOFT CORP 3.6%
Value $11.17M Shares 130,549 Est. Cost $75.26 Unrealized 0.0%
UNH UNITED HEALTH GROUP INC 3.2%
Value $9.848M Shares 44,669 Est. Cost $186.06 Unrealized 0.0%
AAPL APPLE INC 2.9%
Value $9.064M Shares 53,562 Est. Cost $39.08 Unrealized 0.0%
BLACKROCK IINC 2.6%
Value $7.913M Shares 15,404 Est. Cost $513.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value $7.376M Shares 160,661 Est. Cost $45.91 Unrealized
IWR ISHARES TR 2.2%
Value $6.851M Shares 32,915 Est. Cost $208.14 Unrealized
GS GOLDMAN SACHS GROUP 2.2%
Value $6.822M Shares 26,780 Est. Cost $205.15 Unrealized 0.0%
BABA AIBABA GROUP HLDG LTD 2.2%
Value $6.732M Shares 39,040 Est. Cost $172.44 Unrealized
DIS DISNEY WALT CO 2.2%
Value $6.678M Shares 62,115 Est. Cost $97.30 Unrealized 0.0%
GOOGL ALPHABET INC 2.2%
Value $6.662M Shares 6,324 Est. Cost $51.24 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.1%
Value $6.513M Shares 46,612 Est. Cost $110.98 Unrealized 0.0%
XBI SPDR SERIES TRUST 2.1%
Value $6.333M Shares 74,619 Est. Cost $84.87 Unrealized
META FACEBOOK INC 2.0%
Value $6.051M Shares 34,292 Est. Cost $175.52 Unrealized 0.0%
IJH ISHARES TR 1.9%
Value $5.953M Shares 31,368 Est. Cost $189.78 Unrealized
CME CME GROUP INC 1.9%
Value $5.914M Shares 40,496 Est. Cost $105.45 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 1.9%
Value $5.753M Shares 49,134 Est. Cost $102.65 Unrealized 0.0%
SBUX STARBUCKS CORP 1.8%
Value $5.532M Shares 96,326 Est. Cost $47.41 Unrealized 0.0%
VFC V F CORP 1.8%
Value $5.44M Shares 73,516 Est. Cost $66.06 Unrealized 0.0%
VIS VANGUARD WORLD FDS 1.7%
Value $5.152M Shares 36,186 Est. Cost $142.38 Unrealized
PEP PEPSICO INC 1.7%
Value $5.123M Shares 42,724 Est. Cost $88.99 Unrealized 0.0%
FSLR FIRST SOLAR INC 1.5%
Value $4.638M Shares 68,692 Est. Cost $58.65 Unrealized 0.0%
EEM ISHARES TR 1.5%
Value $4.486M Shares 95,196 Est. Cost $47.12 Unrealized
TRV TRAVELERS COMPANIES INC 1.4%
Value $4.408M Shares 32,497 Est. Cost $110.50 Unrealized 0.0%
XYL XYLEM INC 1.4%
Value $4.237M Shares 62,122 Est. Cost $60.28 Unrealized 0.0%
PRAXAIR INC 1.3%
Value $4.045M Shares 26,152 Est. Cost $154.67 Unrealized
ABT ABBOTT LABORATORIES 1.2%
Value $3.8M Shares 66,583 Est. Cost $48.12 Unrealized 0.0%
CVS CVS HEALTH CORP 1.2%
Value $3.764M Shares 51,913 Est. Cost $56.24 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 1.2%
Value $3.731M Shares 50,680 Est. Cost $72.14 Unrealized 0.0%
ECL ECOLAB INC 1.2%
Value $3.67M Shares 27,354 Est. Cost $121.85 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 1.2%
Value $3.548M Shares 93,103 Est. Cost $32.46 Unrealized 0.0%
PG PROCTER & GAMBLE 1.0%
Value $3.048M Shares 33,170 Est. Cost $72.65 Unrealized 0.0%
AFL AFLAC INC 1.0%
Value $2.985M Shares 34,000 Est. Cost $35.30 Unrealized 0.0%
QCOM QUALCOMM INC 0.9%
Value $2.886M Shares 45,087 Est. Cost $49.00 Unrealized 0.0%
WY WEYERHAEUSER CO 0.9%
Value $2.881M Shares 81,706 Est. Cost $25.74 Unrealized 0.0%
GOOG ALPHABET INC 0.8%
Value $2.565M Shares 2,451 Est. Cost $50.52 Unrealized 0.0%
IVW ISHARES TR 0.8%
Value $2.522M Shares 16,509 Est. Cost $152.77 Unrealized
TIME WARNER INC NEW 0.8%
Value $2.473M Shares 27,040 Est. Cost $91.46 Unrealized
FLR FLUOR CORP NEW 0.7%
Value $2.099M Shares 40,632 Est. Cost $43.82 Unrealized 0.0%
GT GOODYEAR TIRE RUBBER 0.6%
Value $1.912M Shares 59,179 Est. Cost $31.76 Unrealized 0.0%
ALLERGAN PLC 0.5%
Value $1.544M Shares 9,436 Est. Cost $163.63 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.493M Shares 5,596 Est. Cost $266.80 Unrealized
DVY ISHARES TR 0.4%
Value $1.187M Shares 12,040 Est. Cost $98.59 Unrealized
WM WASTE MANAGEMENT 0.3%
Value $992K Shares 11,499 Est. Cost $70.72 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value $963K Shares 6,288 Est. Cost $128.56 Unrealized 0.0%
AMZN AMAZON COM INC 0.3%
Value $891K Shares 762 Est. Cost $55.02 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value $551K Shares 5,156 Est. Cost $81.33 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value $502K Shares 9,805 Est. Cost $51.20 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value $489K Shares 7,020 Est. Cost $53.28 Unrealized 0.0%
IWB ISHARES 0.1%
Value $425K Shares 2,857 Est. Cost $148.76 Unrealized
ISHARES GOLD TRUST 0.1%
Value $423K Shares 33,833 Est. Cost $12.50 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value $404K Shares 6,000 Est. Cost $51.22 Unrealized 0.0%
ZUMZ ZUMIEZ INC 0.1%
Value $400K Shares 19,202 Est. Cost $19.14 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $377K Shares 4,760 Est. Cost $79.20 Unrealized
VZ VERIZON COMMUNICATION 0.1%
Value $373K Shares 7,038 Est. Cost $31.96 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value $332K Shares 8,676 Est. Cost $27.97 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value $328K Shares 3,291 Est. Cost $79.30 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $327K Shares 4,500 Est. Cost $72.67 Unrealized
IBB ISHARES TR 0.1%
Value $320K Shares 3,000 Est. Cost $106.67 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $316K Shares 1,700 Est. Cost $154.45 Unrealized 0.0%
BA BOEING CO 0.1%
Value $310K Shares 1,050 Est. Cost $257.40 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value $305K Shares 3,565 Est. Cost $85.55 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $302K Shares 2,411 Est. Cost $83.55 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value $286K Shares 16,385 Est. Cost $17.45 Unrealized
AMGN AMGEN INC 0.1%
Value $259K Shares 1,489 Est. Cost $138.21 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value $243K Shares 1,958 Est. Cost $124.11 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $240K Shares 3,600 Est. Cost $66.67 Unrealized
BIV VANGUARD BD INDEX FD INC 0.1%
Value $233K Shares 2,779 Est. Cost $83.84 Unrealized
V VISA INC 0.1%
Value $229K Shares 2,011 Est. Cost $104.38 Unrealized 0.0%
MMM 3M CO 0.1%
Value $218K Shares 927 Est. Cost $144.97 Unrealized 0.0%
CL COLGATE POLMOLIVE CORP 0.1%
Value $204K Shares 2,700 Est. Cost $60.29 Unrealized 0.0%