Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 7, 2023

Total Value ($000): $88,178 (100.0% shares, 0.0% debt)

Holdings (168)

IVV ISHARES TR CORE S&P500 ETF 16.1%
Value ($000) $14,219 Shares 35,731 Est. Cost $371.26 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 8.1%
Value ($000) $7,136 Shares 18,008 Est. Cost $370.05 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 7.9%
Value ($000) $6,968 Shares 148,639 Est. Cost $52.14 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 6.9%
Value ($000) $6,086 Shares 16,715 Est. Cost $345.55 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD ULTRA 6.2%
Value ($000) $5,445 Shares 110,930 Est. Cost $46.09 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 6.0%
Value ($000) $5,280 Shares 103,955 Est. Cost $46.74 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 5.2%
Value ($000) $4,616 Shares 38,868 Est. Cost $114.32 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 4.5%
Value ($000) $3,992 Shares 80,007 Est. Cost $44.35 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 4.3%
Value ($000) $3,826 Shares 54,175 Est. Cost $65.96 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 4.1%
Value ($000) $3,580 Shares 23,555 Est. Cost $145.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.9%
Value ($000) $3,455 Shares 17,315 Est. Cost $200.73 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 3.7%
Value ($000) $3,290 Shares 72,825 Est. Cost $45.67 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.1%
Value ($000) $1,854 Shares 4 Est. Cost $366657.40 Unrealized +27.3%
IWF ISHARES TR RUSSELL1000GRW 1.8%
Value ($000) $1,555 Shares 6,782 Est. Cost $243.15 Unrealized
IUSB ISHARES TR CORE TOTAL USD 1.7%
Value ($000) $1,527 Shares 33,860 Est. Cost $45.09 Unrealized
DE DEERE & CO COM 1.4%
Value ($000) $1,258 Shares 3,000 Est. Cost $349.66 Unrealized +13.6%
IWD ISHARES TR RUS 1000 VAL ETF 1.0%
Value ($000) $887 Shares 5,764 Est. Cost $151.63 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.9%
Value ($000) $760 Shares 12,604 Est. Cost $101.10 Unrealized
MDT MEDTRONIC PLC ORD 0.8%
Value ($000) $744 Shares 8,991 Est. Cost $90.80 Unrealized -17.9%
V VISA INC COM CL A 0.7%
Value ($000) $659 Shares 2,997 Est. Cost $204.39 Unrealized +6.6%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $608 Shares 4,419 Est. Cost $115.68 Unrealized +15.1%
DVY ISHARES TR DJ SEL DIV INX 0.6%
Value ($000) $510 Shares 4,215 Est. Cost $114.12 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $442 Shares 2,550 Est. Cost $122.05 Unrealized +30.0%
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $436 Shares 1,747 Est. Cost $224.80 Unrealized +11.0%
DIS WALT DISNEY CO 0.5%
Value ($000) $408 Shares 4,098 Est. Cost $179.53 Unrealized -45.1%
BAC BANK OF AMERICA CORPORATION COM 0.4%
Value ($000) $397 Shares 11,568 Est. Cost $23.66 Unrealized +29.2%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.4%
Value ($000) $358 Shares 2,076 Est. Cost $176.33 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $347 Shares 2,264 Est. Cost $142.27 Unrealized +3.9%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.4%
Value ($000) $342 Shares 720 Est. Cost $475.86 Unrealized
MMM 3M COMPANY COM 0.4%
Value ($000) $339 Shares 3,147 Est. Cost $108.41 Unrealized -21.7%
PFE PFIZER INC COM 0.4%
Value ($000) $335 Shares 8,266 Est. Cost $29.09 Unrealized +25.6%
HON HONEYWELL INTERNATIONAL 0.4%
Value ($000) $325 Shares 1,696 Est. Cost $175.09 Unrealized +0.9%
AMZN AMAZON COM INC 0.4%
Value ($000) $320 Shares 3,400 Est. Cost $126.81 Unrealized -23.8%
HD HOME DEPOT INC COM 0.3%
Value ($000) $292 Shares 986 Est. Cost $263.28 Unrealized +8.1%
IJH ISHARES TR CORE S&P MCP ETF 0.3%
Value ($000) $290 Shares 1,120 Est. Cost $260.21 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $209 Shares 1,584 Est. Cost $115.64 Unrealized +4.7%
HWKN HAWKINS INC COM 0.2%
Value ($000) $209 Shares 5,140 Est. Cost $34.37 Unrealized +17.7%
AAPL APPLE INC COM 0.2%
Value ($000) $208 Shares 1,413 Est. Cost $142.22 Unrealized +2.3%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $208 Shares 1,448 Est. Cost $118.35 Unrealized +8.3%
SYY SYSCO CORP COM 0.2%
Value ($000) $184 Shares 2,474 Est. Cost $68.63 Unrealized +3.0%
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.2%
Value ($000) $159 Shares 1,004 Est. Cost $151.39 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $150 Shares 700 Est. Cost $226.34 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $146 Shares 1,324 Est. Cost $43.31 Unrealized +131.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $145 Shares 1,750 Est. Cost $78.47 Unrealized +5.3%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.1%
Value ($000) $131 Shares 862 Est. Cost $164.59 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $127 Shares 1,200 Est. Cost $63.25 Unrealized +56.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $125 Shares 2,610 Est. Cost $43.94 Unrealized -12.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $122 Shares 400 Est. Cost $279.44 Unrealized +10.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $112 Shares 420 Est. Cost $241.32 Unrealized +8.3%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $111 Shares 2,374 Est. Cost $33.14 Unrealized +22.1%
NUE NUCOR CORP COM 0.1%
Value ($000) $100 Shares 600 Est. Cost $56.08 Unrealized +171.6%
RY ROYAL BK CDA MONTREAL QUE COM 0.1%
Value ($000) $98 Shares 970 Est. Cost $99.12 Unrealized -0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $94 Shares 198 Est. Cost $366.40 Unrealized +24.8%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $88 Shares 300 Est. Cost $236.41 Unrealized +14.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $83 Shares 541 Est. Cost $107.79 Unrealized +28.1%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $76 Shares 200 Est. Cost $304.93 Unrealized +25.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $74 Shares 1,600 Est. Cost $33.97 Unrealized +6.8%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $70 Shares 400 Est. Cost $133.92 Unrealized +19.6%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $69 Shares 825 Est. Cost $88.67 Unrealized
T AT&T INC COM 0.1%
Value ($000) $68 Shares 3,596 Est. Cost $16.38 Unrealized -0.1%
FISV FISERV INC COM 0.1%
Value ($000) $68 Shares 588 Est. Cost $112.29 Unrealized -2.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $65 Shares 280 Est. Cost $205.11 Unrealized +9.2%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $64 Shares 990 Est. Cost $63.64 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $62 Shares 520 Est. Cost $129.42 Unrealized -9.8%
CLFD CLEARFIELD INC COM 0.1%
Value ($000) $59 Shares 948 Est. Cost $42.02 Unrealized +53.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $58 Shares 570 Est. Cost $106.96 Unrealized -6.5%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.1%
Value ($000) $56 Shares 800 Est. Cost $75.00 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $55 Shares 1,469 Est. Cost $28.19 Unrealized +15.1%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $54 Shares 836 Est. Cost $54.03 Unrealized +12.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $53 Shares 771 Est. Cost $52.88 Unrealized +16.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $51 Shares 318 Est. Cost $80.15 Unrealized +85.2%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $49 Shares 710 Est. Cost $73.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $49 Shares 280 Est. Cost $151.85 Unrealized +5.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $49 Shares 500 Est. Cost $76.42 Unrealized +13.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $48 Shares 165 Est. Cost $304.87 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $46 Shares 253 Est. Cost $155.29 Unrealized +9.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $38 Shares 144 Est. Cost $204.31 Unrealized +25.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $37 Shares 200 Est. Cost $134.67 Unrealized +37.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $36 Shares 150 Est. Cost $189.09 Unrealized +21.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $35 Shares 250 Est. Cost $84.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $35 Shares 301 Est. Cost $111.03 Unrealized +0.8%
LINDE PLC SHS 0.0%
Value ($000) $35 Shares 100 Est. Cost $320.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $31 Shares 302 Est. Cost $70.57 Unrealized +29.9%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $30 Shares 450 Est. Cost $34.38 Unrealized +21.0%
BIP BROOKFIELD INFRAST PARTNERS LP INT UNIT 0.0%
Value ($000) $30 Shares 900 Est. Cost $49.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $30 Shares 764 Est. Cost $40.36 Unrealized -19.0%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.0%
Value ($000) $29 Shares 333 Est. Cost $117.12 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $26 Shares 400 Est. Cost $41.29 Unrealized +38.8%
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $26 Shares 1,482 Est. Cost $30.14 Unrealized
XLV SECTOR SPDR HEALTH CARE 0.0%
Value ($000) $25 Shares 200 Est. Cost $116.63 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $25 Shares 147 Est. Cost $151.48 Unrealized +6.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $71.51 Unrealized +3.9%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $24 Shares 150 Est. Cost $81.34 Unrealized +85.6%
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $23 Shares 800 Est. Cost $28.42 Unrealized +4.8%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $13.43 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $23 Shares 201 Est. Cost $119.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $21 Shares 285 Est. Cost $72.33 Unrealized -3.8%
VFC V F CORP COM 0.0%
Value ($000) $20 Shares 803 Est. Cost $83.35 Unrealized -68.5%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $20 Shares 1,136 Est. Cost $19.37 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.33 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $18 Shares 50 Est. Cost $325.17 Unrealized +9.9%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $17 Shares 170 Est. Cost $108.82 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $17 Shares 35 Est. Cost $498.08 Unrealized -5.4%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $17 Shares 72 Est. Cost $27.46 Unrealized -21.3%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $243.85 Unrealized +35.3%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.33 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $14 Shares 160 Est. Cost $112.21 Unrealized -14.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $13 Shares 881 Est. Cost $12.05 Unrealized +0.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $191.26 Unrealized +31.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.83 Unrealized +6.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $53.77 Unrealized +12.8%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $12 Shares 124 Est. Cost $87.80 Unrealized +4.2%
TTC TORO CO COM 0.0%
Value ($000) $12 Shares 108 Est. Cost $99.58 Unrealized +11.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $150.65 Unrealized +44.2%
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $12 Shares 152 Est. Cost $76.51 Unrealized -8.2%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $108.88 Unrealized +42.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $11 Shares 272 Est. Cost $31.77 Unrealized +27.8%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $11 Shares 180 Est. Cost $133.35 Unrealized -54.7%
DCI DONALDSON INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.29 Unrealized +8.4%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $13.30 Unrealized +89.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $11 Shares 216 Est. Cost $26.67 Unrealized -10.4%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $11 Shares 279 Est. Cost $53.21 Unrealized -31.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $47.19 Unrealized +110.9%
TLK P T TELEKOMUNIKASI INDONESIASPONSORED ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.50 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $10 Shares 224 Est. Cost $33.41 Unrealized +21.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $84.55 Unrealized +9.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $9 Shares 200 Est. Cost $51.11 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $70.02 Unrealized -4.2%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $110.06 Unrealized -13.5%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $9 Shares 100 Est. Cost $54.14 Unrealized +40.8%
INTC INTEL CORP COM 0.0%
Value ($000) $8 Shares 336 Est. Cost $53.11 Unrealized -48.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.48 Unrealized +6.7%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $302.36 Unrealized -15.0%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized -2.3%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.34 Unrealized +36.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $8 Shares 600 Est. Cost $10.00 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $228.51 Unrealized +14.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $41.04 Unrealized -23.4%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $7 Shares 170 Est. Cost $39.34 Unrealized -10.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $7 Shares 133 Est. Cost $60.64 Unrealized -27.0%
DGII DIGI INTL INC COM 0.0%
Value ($000) $7 Shares 198 Est. Cost $22.90 Unrealized +49.2%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $166.30 Unrealized -81.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $6 Shares 100 Est. Cost $58.93 Unrealized +3.0%
TOTAL S A SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.50 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6 Shares 5 Est. Cost $1400.00 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.82 Unrealized +26.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $311.25 Unrealized -28.4%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $6 Shares 265 Est. Cost $22.79 Unrealized -13.1%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $17.20 Unrealized +18.8%
GSK GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.25 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $5 Shares 171 Est. Cost $30.53 Unrealized -6.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.67 Unrealized +36.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5 Shares 26 Est. Cost $152.66 Unrealized +3.6%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.37 Unrealized -5.8%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $40.36 Unrealized +15.2%
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A 0.0%
Value ($000) $4 Shares 99 Est. Cost $63.97 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $21.80 Unrealized +24.2%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $48.08 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $126.23 Unrealized -3.1%
CTAS CINTAS CORP COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $103.73 Unrealized +3.6%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $146.06 Unrealized -20.3%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.80 Unrealized -6.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized -3.5%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.00 Unrealized
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized