FARMERS & MERCHANTS TRUST Co OF LONG BEACH Diversified Active

CIK: 0001737090 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 24, 2023

Total Value ($000): $360,573 (100.0% shares, 0.0% debt)

Holdings (179)

FMBL FARMERS & MERCHANTS BK LONG 14.9%
Value ($000) $53,730 Shares 8,881 Est. Cost $7255.67 Unrealized -10.8%
AAPL APPLE INC 7.0%
Value ($000) $25,200 Shares 152,822 Est. Cost $95.32 Unrealized +52.6%
MSFT MICROSOFT CORP 5.5%
Value ($000) $19,944 Shares 69,179 Est. Cost $130.02 Unrealized +91.9%
EFA ISHARES TR 3.8%
Value ($000) $13,680 Shares 191,274 Est. Cost $69.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $10,901 Shares 35,303 Est. Cost $200.66 Unrealized +53.6%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $9,340 Shares 18,798 Est. Cost $220.49 Unrealized +113.7%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $8,320 Shares 17,605 Est. Cost $235.05 Unrealized +94.5%
NOC NORTHROP GRUMMAN CORP 2.1%
Value ($000) $7,484 Shares 16,208 Est. Cost $391.11 Unrealized +13.0%
GOOGL ALPHABET INC 1.9%
Value ($000) $6,777 Shares 65,337 Est. Cost $107.66 Unrealized -11.6%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $6,761 Shares 61,656 Est. Cost $51.53 Unrealized +94.4%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $6,640 Shares 40,696 Est. Cost $82.25 Unrealized +80.5%
AMZN AMAZON COM INC 1.8%
Value ($000) $6,576 Shares 63,664 Est. Cost $124.36 Unrealized -22.3%
QUCT QUEEN CITY INVTS INC 1.7%
Value ($000) $5,964 Shares 4,185 Est. Cost $1181.78 Unrealized +6.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $5,587 Shares 12 Est. Cost $313083.50 Unrealized +49.1%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $5,549 Shares 42,581 Est. Cost $90.22 Unrealized +42.1%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $5,001 Shares 30,316 Est. Cost $104.16 Unrealized +53.6%
ORCL ORACLE CORP 1.4%
Value ($000) $4,874 Shares 52,457 Est. Cost $48.08 Unrealized +76.4%
V VISA INC 1.4%
Value ($000) $4,869 Shares 21,594 Est. Cost $174.29 Unrealized +25.0%
HON HONEYWELL INTL INC 1.3%
Value ($000) $4,763 Shares 24,920 Est. Cost $148.32 Unrealized +19.1%
AWK AMERICAN WTR WKS CO INC NEW 1.3%
Value ($000) $4,552 Shares 31,076 Est. Cost $83.14 Unrealized +67.1%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $4,390 Shares 11,392 Est. Cost $328.60 Unrealized +8.2%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $4,274 Shares 27,573 Est. Cost $124.89 Unrealized +18.4%
BA BOEING CO 1.2%
Value ($000) $4,196 Shares 19,752 Est. Cost $279.48 Unrealized -25.7%
MSI MOTOROLA SOLUTIONS INC 1.1%
Value ($000) $3,942 Shares 13,778 Est. Cost $136.58 Unrealized +87.0%
DIS DISNEY WALT CO 1.0%
Value ($000) $3,732 Shares 37,268 Est. Cost $118.42 Unrealized -16.8%
IWM ISHARES TR 1.0%
Value ($000) $3,454 Shares 19,362 Est. Cost $170.14 Unrealized
DHR DANAHER CORPORATION 0.9%
Value ($000) $3,211 Shares 12,741 Est. Cost $134.01 Unrealized +67.2%
NKE NIKE INC 0.8%
Value ($000) $3,026 Shares 24,672 Est. Cost $76.62 Unrealized +52.3%
NSRGY NESTLE S A 0.8%
Value ($000) $2,799 Shares 22,938 Est. Cost $86.80 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,771 Shares 18,633 Est. Cost $99.19 Unrealized +34.3%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $2,677 Shares 8,185 Est. Cost $222.04 Unrealized +45.8%
LOW LOWES COS INC 0.7%
Value ($000) $2,481 Shares 12,409 Est. Cost $180.87 Unrealized +6.3%
PFE PFIZER INC 0.6%
Value ($000) $2,299 Shares 56,339 Est. Cost $31.16 Unrealized +17.3%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $2,295 Shares 32,913 Est. Cost $41.59 Unrealized +46.9%
MPC MARATHON PETE CORP 0.6%
Value ($000) $2,284 Shares 16,940 Est. Cost $72.45 Unrealized +62.3%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $2,055 Shares 12,595 Est. Cost $79.83 Unrealized +83.3%
NEM NEWMONT CORP 0.6%
Value ($000) $2,029 Shares 41,387 Est. Cost $32.06 Unrealized +39.8%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,938 Shares 24,738 Est. Cost $46.85 Unrealized +61.5%
CI THE CIGNA GROUP 0.5%
Value ($000) $1,896 Shares 7,419 Est. Cost $190.77 Unrealized +44.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,890 Shares 3,998 Est. Cost $284.32 Unrealized +52.4%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,843 Shares 18,573 Est. Cost $54.93 Unrealized +81.1%
IWR ISHARES TR 0.5%
Value ($000) $1,836 Shares 26,260 Est. Cost $63.27 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,639 Shares 4,510 Est. Cost $287.98 Unrealized +24.1%
EFG ISHARES TR 0.4%
Value ($000) $1,611 Shares 17,200 Est. Cost $69.21 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,605 Shares 15,267 Est. Cost $101.87 Unrealized -16.7%
ABBV ABBVIE INC 0.4%
Value ($000) $1,594 Shares 10,003 Est. Cost $74.15 Unrealized +86.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,489 Shares 3,249 Est. Cost $316.65 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,481 Shares 5,182 Est. Cost $163.11 Unrealized +60.2%
AMGN AMGEN INC 0.4%
Value ($000) $1,453 Shares 6,011 Est. Cost $169.91 Unrealized +31.9%
GOOG ALPHABET INC 0.4%
Value ($000) $1,446 Shares 13,900 Est. Cost $108.61 Unrealized -11.8%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,441 Shares 10,660 Est. Cost $65.73 Unrealized +87.3%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,436 Shares 30,020 Est. Cost $44.81 Unrealized
FTV FORTIVE CORP 0.4%
Value ($000) $1,395 Shares 20,461 Est. Cost $46.69 Unrealized +6.4%
HD HOME DEPOT INC 0.4%
Value ($000) $1,292 Shares 4,379 Est. Cost $221.76 Unrealized +28.4%
EEM ISHARES TR 0.4%
Value ($000) $1,287 Shares 32,613 Est. Cost $39.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,257 Shares 12,835 Est. Cost $70.78 Unrealized +30.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,253 Shares 33,039 Est. Cost $33.09 Unrealized +4.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,250 Shares 12,000 Est. Cost $85.06 Unrealized +14.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,239 Shares 9,586 Est. Cost $115.19 Unrealized +6.2%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,196 Shares 26,315 Est. Cost $40.10 Unrealized +11.6%
NJR NEW JERSEY RES CORP 0.3%
Value ($000) $1,186 Shares 22,301 Est. Cost $36.60 Unrealized +24.5%
PEP PEPSICO INC 0.3%
Value ($000) $1,178 Shares 6,462 Est. Cost $101.36 Unrealized +56.6%
SO SOUTHERN CO 0.3%
Value ($000) $1,170 Shares 16,810 Est. Cost $37.21 Unrealized +63.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,167 Shares 30,013 Est. Cost $38.28 Unrealized -14.6%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,148 Shares 3,344 Est. Cost $109.79 Unrealized +200.5%
USB US BANCORP DEL 0.3%
Value ($000) $1,141 Shares 31,650 Est. Cost $37.85 Unrealized +2.1%
CRM SALESFORCE INC 0.3%
Value ($000) $1,139 Shares 5,699 Est. Cost $204.12 Unrealized -18.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,100 Shares 2,687 Est. Cost $336.26 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,088 Shares 2,647 Est. Cost $294.27 Unrealized
T AT&T INC 0.3%
Value ($000) $1,083 Shares 56,260 Est. Cost $15.62 Unrealized +4.8%
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $1,064 Shares 2,379 Est. Cost $381.67 Unrealized +11.0%
WMT WALMART INC 0.3%
Value ($000) $1,061 Shares 7,196 Est. Cost $42.96 Unrealized +6.6%
AVGO BROADCOM INC 0.3%
Value ($000) $993 Shares 1,548 Est. Cost $46.75 Unrealized +23.2%
DVY ISHARES TR 0.3%
Value ($000) $948 Shares 8,093 Est. Cost $96.33 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $931 Shares 15,646 Est. Cost $59.70 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.3%
Value ($000) $903 Shares 15,522 Est. Cost $39.23 Unrealized +40.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $822 Shares 8,450 Est. Cost $58.17 Unrealized +49.5%
META META PLATFORMS INC 0.2%
Value ($000) $818 Shares 3,860 Est. Cost $247.44 Unrealized -31.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $809 Shares 2,150 Est. Cost $308.79 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $790 Shares 7,800 Est. Cost $64.56 Unrealized +54.9%
IDXX IDEXX LABS INC 0.2%
Value ($000) $755 Shares 1,510 Est. Cost $478.56 Unrealized 0.0%
KMPR KEMPER CORP 0.2%
Value ($000) $753 Shares 13,776 Est. Cost $46.79 Unrealized +23.9%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $735 Shares 5,321 Est. Cost $147.84 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $730 Shares 6,858 Est. Cost $62.44 Unrealized +58.0%
EIX EDISON INTL 0.2%
Value ($000) $729 Shares 10,326 Est. Cost $45.95 Unrealized +28.8%
AWR AMER STATES WTR CO 0.2%
Value ($000) $727 Shares 8,181 Est. Cost $60.10 Unrealized +42.5%
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $713 Shares 26,464 Est. Cost $23.22 Unrealized +7.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $704 Shares 9,127 Est. Cost $62.06 Unrealized +13.8%
IWS ISHARES TR 0.2%
Value ($000) $699 Shares 6,579 Est. Cost $76.30 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $698 Shares 4,600 Est. Cost $104.20 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $689 Shares 4,523 Est. Cost $121.72 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $684 Shares 5,095 Est. Cost $99.31 Unrealized +17.1%
UNP UNION PAC CORP 0.2%
Value ($000) $671 Shares 3,335 Est. Cost $172.24 Unrealized +10.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $666 Shares 17,830 Est. Cost $42.09 Unrealized -3.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $646 Shares 3,329 Est. Cost $102.79 Unrealized +53.9%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $642 Shares 2,095 Est. Cost $109.91 Unrealized +186.2%
CW CURTISS WRIGHT CORP 0.2%
Value ($000) $625 Shares 3,548 Est. Cost $140.31 Unrealized +19.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $612 Shares 1,062 Est. Cost $460.31 Unrealized +21.4%
MCK MCKESSON CORP 0.2%
Value ($000) $576 Shares 1,619 Est. Cost $118.11 Unrealized +201.5%
TGT TARGET CORP 0.2%
Value ($000) $551 Shares 3,324 Est. Cost $72.65 Unrealized +104.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $541 Shares 1,227 Est. Cost $424.39 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $523 Shares 9,095 Est. Cost $54.98 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $509 Shares 8,202 Est. Cost $40.26 Unrealized +37.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $501 Shares 3,821 Est. Cost $104.00 Unrealized +16.1%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $482 Shares 2,618 Est. Cost $95.32 Unrealized +84.5%
ATI ATI INC 0.1%
Value ($000) $467 Shares 11,827 Est. Cost $27.84 Unrealized +35.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $467 Shares 1,388 Est. Cost $149.40 Unrealized +114.2%
CMF ISHARES TR 0.1%
Value ($000) $462 Shares 8,045 Est. Cost $57.42 Unrealized
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $461 Shares 18,339 Est. Cost $25.15 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $451 Shares 2,205 Est. Cost $217.70 Unrealized
BLACKROCK INC 0.1%
Value ($000) $444 Shares 664 Est. Cost $883.05 Unrealized
SRE SEMPRA 0.1%
Value ($000) $443 Shares 2,928 Est. Cost $55.03 Unrealized +26.8%
MSEX MIDDLESEX WTR CO 0.1%
Value ($000) $436 Shares 5,579 Est. Cost $49.45 Unrealized +63.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $434 Shares 1,553 Est. Cost $169.30 Unrealized +48.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $426 Shares 9,546 Est. Cost $30.22 Unrealized +20.1%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $419 Shares 2,100 Est. Cost $73.30 Unrealized +15.6%
AVA AVISTA CORP 0.1%
Value ($000) $418 Shares 9,856 Est. Cost $36.19 Unrealized -1.0%
TSLA TESLA INC 0.1%
Value ($000) $410 Shares 1,975 Est. Cost $232.02 Unrealized -24.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $408 Shares 1,789 Est. Cost $151.32 Unrealized +43.9%
IJR ISHARES TR 0.1%
Value ($000) $404 Shares 4,183 Est. Cost $79.28 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $395 Shares 7,551 Est. Cost $38.08 Unrealized +17.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $391 Shares 2,279 Est. Cost $109.48 Unrealized +57.1%
F FORD MTR CO DEL 0.1%
Value ($000) $379 Shares 30,079 Est. Cost $9.17 Unrealized +11.3%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $374 Shares 1,809 Est. Cost $216.80 Unrealized -6.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $374 Shares 1,165 Est. Cost $320.93 Unrealized
DE DEERE & CO 0.1%
Value ($000) $373 Shares 903 Est. Cost $271.12 Unrealized +46.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $358 Shares 4,188 Est. Cost $45.61 Unrealized +57.7%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $347 Shares 6,500 Est. Cost $35.19 Unrealized +37.2%
IWF ISHARES TR 0.1%
Value ($000) $342 Shares 1,400 Est. Cost $214.24 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $327 Shares 11,418 Est. Cost $28.14 Unrealized +8.6%
INTC INTEL CORP 0.1%
Value ($000) $323 Shares 9,893 Est. Cost $41.01 Unrealized -32.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $319 Shares 469 Est. Cost $561.57 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $316 Shares 3,229 Est. Cost $86.53 Unrealized -5.9%
AMBZ AMERICAN BUSINESS BK LOS ANG 0.1%
Value ($000) $304 Shares 9,213 Est. Cost $39.26 Unrealized -2.1%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $285 Shares 18,882 Est. Cost $14.23 Unrealized 0.0%
POST POST HLDGS INC 0.1%
Value ($000) $284 Shares 3,162 Est. Cost $60.24 Unrealized +51.0%
YEAR AB ACTIVE ETFS INC 0.1%
Value ($000) $283 Shares 5,644 Est. Cost $50.19 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $269 Shares 2,649 Est. Cost $70.89 Unrealized +29.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $267 Shares 1,910 Est. Cost $76.96 Unrealized +59.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $266 Shares 1,080 Est. Cost $165.58 Unrealized +45.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $266 Shares 1,092 Est. Cost $197.50 Unrealized +10.2%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $265 Shares 1,594 Est. Cost $142.15 Unrealized +13.8%
TRP TC ENERGY CORP 0.1%
Value ($000) $260 Shares 6,690 Est. Cost $34.25 Unrealized +2.4%
BP BP PLC 0.1%
Value ($000) $259 Shares 6,839 Est. Cost $34.93 Unrealized
LIFE STORAGE INC 0.1%
Value ($000) $256 Shares 1,950 Est. Cost $131.09 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $252 Shares 2,659 Est. Cost $56.43 Unrealized +48.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $250 Shares 2,619 Est. Cost $48.38 Unrealized +36.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $249 Shares 3,311 Est. Cost $55.67 Unrealized +25.0%
ZTS ZOETIS INC 0.1%
Value ($000) $246 Shares 1,480 Est. Cost $159.02 Unrealized 0.0%
IDA IDACORP INC 0.1%
Value ($000) $242 Shares 2,230 Est. Cost $91.04 Unrealized +15.3%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $236 Shares 2,800 Est. Cost $71.13 Unrealized +7.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $233 Shares 912 Est. Cost $243.83 Unrealized +1.0%
JPMORGAN CHASE & CO 0.1%
Value ($000) $231 Shares 10,419 Est. Cost $21.80 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $230 Shares 2,607 Est. Cost $73.94 Unrealized +9.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $228 Shares 2,368 Est. Cost $87.70 Unrealized +0.5%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $226 Shares 4,743 Est. Cost $47.75 Unrealized
EXP EAGLE MATLS INC 0.1%
Value ($000) $226 Shares 1,542 Est. Cost $124.31 Unrealized +12.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $225 Shares 3,024 Est. Cost $71.64 Unrealized +5.0%
MS MORGAN STANLEY 0.1%
Value ($000) $220 Shares 2,501 Est. Cost $84.81 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $212 Shares 613 Est. Cost $33.09 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $212 Shares 941 Est. Cost $224.77 Unrealized -0.8%
CMI CUMMINS INC 0.1%
Value ($000) $210 Shares 881 Est. Cost $227.95 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $210 Shares 2,260 Est. Cost $92.81 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $209 Shares 1,564 Est. Cost $121.11 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $206 Shares 2,718 Est. Cost $177.25 Unrealized -56.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $206 Shares 702 Est. Cost $237.86 Unrealized +13.7%
LIN LINDE PLC 0.1%
Value ($000) $206 Shares 579 Est. Cost $322.30 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $206 Shares 1,557 Est. Cost $121.74 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $202 Shares 2,818 Est. Cost $28.67 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $202 Shares 1,714 Est. Cost $112.24 Unrealized -0.7%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $202 Shares 2,642 Est. Cost $76.49 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $200 Shares 3,966 Est. Cost $55.87 Unrealized
CARTER VALIDUS MISSION CRITI 0.1%
Value ($000) $186 Shares 29,985 Est. Cost $6.60 Unrealized
WIRELESS TELECOM GROUP INC 0.0%
Value ($000) $46 Shares 25,000 Est. Cost $1.20 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $29 Shares 20,000 Est. Cost $1.62 Unrealized -20.5%
CHTH CNL HEALTHCARE PPTYS INC 0.0%
Value ($000) $4 Shares 16,372 Est. Cost $4.58 Unrealized
NIMU NON INVASIVE MONITORING SYS 0.0%
Value ($000) $4 Shares 192,818 Est. Cost $0.05 Unrealized -39.9%
INTERNATIONAL DISPENSING COR 0.0%
Value ($000) $1 Shares 14,000 Est. Cost $0.14 Unrealized
MUSCLEPHARM CORP 0.0%
Value ($000) $0 Shares 17,320 Est. Cost $0.23 Unrealized