Hoese & Co LLP Diversified Active

CIK: 0001840268 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $115,202 (100.0% shares, 0.0% debt)

Holdings (166)

IEI ISHARES TR 3 7 YR TREAS BD 19.1%
Value ($000) $21,987 Shares 190,278 Est. Cost $115.99 Unrealized
IVV ISHARES TR CORE S&P500 ETF 17.3%
Value ($000) $19,953 Shares 33,896 Est. Cost $373.59 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TS&P500 QUALITY 9.3%
Value ($000) $10,697 Shares 159,615 Est. Cost $50.16 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 7.1%
Value ($000) $8,183 Shares 45,954 Est. Cost $120.82 Unrealized
IUSB ISHARES TR CORE TOTAL USD 6.0%
Value ($000) $6,886 Shares 152,342 Est. Cost $44.39 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 5.3%
Value ($000) $6,126 Shares 99,875 Est. Cost $48.06 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 5.3%
Value ($000) $6,102 Shares 11,326 Est. Cost $345.55 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 5.1%
Value ($000) $5,828 Shares 29,763 Est. Cost $156.01 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 3.4%
Value ($000) $3,862 Shares 43,496 Est. Cost $65.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.2%
Value ($000) $3,731 Shares 12,873 Est. Cost $200.73 Unrealized
IWF ISHARES TR RUSSELL1000GRW 2.2%
Value ($000) $2,487 Shares 6,192 Est. Cost $243.15 Unrealized
SPY SPDR TR S&P 500 ETF UNIT SER 1 2.1%
Value ($000) $2,468 Shares 4,211 Est. Cost $370.05 Unrealized
IGEB ISHARES TR INVESTMENT GRADE 2.1%
Value ($000) $2,408 Shares 54,275 Est. Cost $45.84 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.8%
Value ($000) $2,043 Shares 3 Est. Cost $366657.40 Unrealized +88.9%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 1.0%
Value ($000) $1,112 Shares 39,906 Est. Cost $48.17 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.8%
Value ($000) $967 Shares 5,223 Est. Cost $151.63 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $869 Shares 3,472 Est. Cost $209.52 Unrealized +11.9%
IQLT ISHARES TR MSCI INTL QUALTY 0.5%
Value ($000) $615 Shares 16,586 Est. Cost $35.76 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $504 Shares 1,195 Est. Cost $275.59 Unrealized +53.3%
DVY ISHARES TR DJ SEL DIV INX 0.4%
Value ($000) $430 Shares 3,275 Est. Cost $114.12 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $362 Shares 2,502 Est. Cost $143.48 Unrealized +4.3%
PEP PEPSICO INC COM 0.3%
Value ($000) $320 Shares 2,105 Est. Cost $122.05 Unrealized +28.3%
VO VANGUARD INDEX FDS MID CAP ETF 0.3%
Value ($000) $293 Shares 1,110 Est. Cost $233.08 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $278 Shares 1,160 Est. Cost $184.61 Unrealized +23.5%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.2%
Value ($000) $228 Shares 400 Est. Cost $475.86 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $214 Shares 1,143 Est. Cost $193.15 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $198 Shares 4,500 Est. Cost $24.30 Unrealized +76.2%
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.2%
Value ($000) $194 Shares 2,721 Est. Cost $71.43 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $187 Shares 1,510 Est. Cost $78.47 Unrealized +51.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $181 Shares 400 Est. Cost $279.44 Unrealized +65.2%
SYY SYSCO CORP COM 0.2%
Value ($000) $180 Shares 2,349 Est. Cost $68.67 Unrealized +7.7%
RPG INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT 0.2%
Value ($000) $178 Shares 4,310 Est. Cost $57.03 Unrealized
HWKN HAWKINS INC COM 0.2%
Value ($000) $177 Shares 1,440 Est. Cost $34.37 Unrealized +267.1%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $174 Shares 1,035 Est. Cost $115.68 Unrealized +43.3%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $156 Shares 1,450 Est. Cost $51.55 Unrealized +118.0%
MMM 3M COMPANY COM 0.1%
Value ($000) $142 Shares 1,100 Est. Cost $128.38 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $141 Shares 426 Est. Cost $145.11 Unrealized +139.2%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $126 Shares 200 Est. Cost $304.93 Unrealized +119.4%
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value ($000) $122 Shares 1,965 Est. Cost $102.63 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $121 Shares 1,218 Est. Cost $73.91 Unrealized +33.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $118 Shares 2,470 Est. Cost $43.73 Unrealized +6.6%
HD HOME DEPOT INC COM 0.1%
Value ($000) $114 Shares 292 Est. Cost $272.77 Unrealized +45.6%
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 0.1%
Value ($000) $110 Shares 3,211 Est. Cost $34.13 Unrealized
IVW ISHARES TR S&P500 GRW 0.1%
Value ($000) $105 Shares 1,032 Est. Cost $101.53 Unrealized
PRF INVESCO EXCHANGE TRADED FD TFTSE RAFI 1000 0.1%
Value ($000) $104 Shares 2,570 Est. Cost $55.73 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $84 Shares 1,600 Est. Cost $33.97 Unrealized +43.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $83 Shares 280 Est. Cost $151.85 Unrealized +86.8%
FISV FISERV INC COM 0.1%
Value ($000) $83 Shares 403 Est. Cost $112.29 Unrealized +81.8%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $80 Shares 825 Est. Cost $88.67 Unrealized
MDT MEDTRONIC PLC ORD 0.1%
Value ($000) $79 Shares 991 Est. Cost $90.54 Unrealized -7.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $79 Shares 444 Est. Cost $110.12 Unrealized +61.1%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.1%
Value ($000) $78 Shares 357 Est. Cost $216.31 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $76 Shares 150 Est. Cost $366.40 Unrealized +50.9%
VTV VANGUARD INDEX FDS VALUE ETF 0.1%
Value ($000) $72 Shares 428 Est. Cost $169.30 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $70 Shares 165 Est. Cost $413.99 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $67 Shares 144 Est. Cost $204.31 Unrealized +129.3%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 0.1%
Value ($000) $66 Shares 333 Est. Cost $117.12 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $63 Shares 180 Est. Cost $241.32 Unrealized +47.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $62 Shares 1,469 Est. Cost $28.19 Unrealized +39.1%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.1%
Value ($000) $61 Shares 800 Est. Cost $63.64 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $60 Shares 500 Est. Cost $76.42 Unrealized +57.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $57 Shares 220 Est. Cost $205.11 Unrealized +39.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $57 Shares 157 Est. Cost $381.74 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $57 Shares 200 Est. Cost $134.67 Unrealized +113.9%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $56 Shares 836 Est. Cost $56.32 Unrealized +14.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $54 Shares 253 Est. Cost $155.29 Unrealized +39.6%
PFF ISHARES TR S&P US PFD STK 0.0%
Value ($000) $53 Shares 1,700 Est. Cost $31.43 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.0%
Value ($000) $53 Shares 480 Est. Cost $110.45 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $51 Shares 450 Est. Cost $106.96 Unrealized +6.0%
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $51 Shares 724 Est. Cost $33.14 Unrealized +101.2%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $50 Shares 65 Est. Cost $370.10 Unrealized +121.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $50 Shares 260 Est. Cost $134.01 Unrealized +31.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $49 Shares 301 Est. Cost $111.03 Unrealized +61.4%
SPEM SPDR INDEX SHS FDS PORTFOLIO EMG MK 0.0%
Value ($000) $48 Shares 1,243 Est. Cost $38.36 Unrealized
IUSG ISHARES CORE S&P GROWTH ETF 0.0%
Value ($000) $46 Shares 333 Est. Cost $139.35 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $43 Shares 500 Est. Cost $87.47 Unrealized
ICSH ISHARES ULTRA SHORT TERM 0.0%
Value ($000) $43 Shares 850 Est. Cost $50.43 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $43 Shares 431 Est. Cost $93.50 Unrealized +9.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $42 Shares 82 Est. Cost $355.19 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $42 Shares 100 Est. Cost $352.90 Unrealized +27.1%
IUSV ISHARES CORE S&P US VALUE 0.0%
Value ($000) $41 Shares 441 Est. Cost $92.59 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $40 Shares 400 Est. Cost $41.29 Unrealized +134.5%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $40 Shares 675 Est. Cost $40.88 Unrealized +41.6%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.0%
Value ($000) $39 Shares 540 Est. Cost $72.69 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $37 Shares 405 Est. Cost $72.48 Unrealized +18.4%
PRFZ INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500 0.0%
Value ($000) $36 Shares 860 Est. Cost $61.65 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $35 Shares 201 Est. Cost $119.40 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $34 Shares 302 Est. Cost $84.96 Unrealized +43.6%
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 450 Est. Cost $73.24 Unrealized
IWR ISHARES TR RUSSELL MIDCAP 0.0%
Value ($000) $32 Shares 366 Est. Cost $88.40 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $32 Shares 150 Est. Cost $81.34 Unrealized +149.6%
T AT&T INC COM 0.0%
Value ($000) $31 Shares 1,350 Est. Cost $16.38 Unrealized +31.3%
NEAR ISHARES SHORT DURATION 0.0%
Value ($000) $30 Shares 600 Est. Cost $50.50 Unrealized
HON HONEYWELL INTERNATIONAL 0.0%
Value ($000) $30 Shares 131 Est. Cost $203.59 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $30 Shares 220 Est. Cost $109.01 Unrealized +26.4%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $26 Shares 966 Est. Cost $27.31 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $26 Shares 203 Est. Cost $129.34 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $26 Shares 158 Est. Cost $164.16 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $26 Shares 285 Est. Cost $72.33 Unrealized +28.7%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $24 Shares 1,750 Est. Cost $13.43 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $24 Shares 168 Est. Cost $80.15 Unrealized +81.5%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.36 Unrealized -2.4%
ORCL ORACLE CORP COM 0.0%
Value ($000) $20 Shares 120 Est. Cost $175.85 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.0%
Value ($000) $20 Shares 411 Est. Cost $48.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $23.33 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $19 Shares 300 Est. Cost $53.33 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $18 Shares 275 Est. Cost $70.01 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $18 Shares 299 Est. Cost $55.37 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $17 Shares 202 Est. Cost $85.83 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $71.51 Unrealized -7.2%
COR CENCORA INC COM 0.0%
Value ($000) $17 Shares 75 Est. Cost $108.88 Unrealized +114.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.77 Unrealized +57.2%
RTX RTX CORPORATION COM 0.0%
Value ($000) $16 Shares 142 Est. Cost $89.16 Unrealized +32.6%
AVGO BROADCOM INC COM 0.0%
Value ($000) $16 Shares 70 Est. Cost $155.97 Unrealized +17.2%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $15 Shares 224 Est. Cost $33.41 Unrealized +117.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $15 Shares 136 Est. Cost $42.99 Unrealized +154.0%
HIG HARTFORD FINL SVCS GROUP INCCOM 0.0%
Value ($000) $15 Shares 133 Est. Cost $113.69 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $15 Shares 180 Est. Cost $124.77 Unrealized -32.7%
PFE PFIZER INC COM 0.0%
Value ($000) $14 Shares 534 Est. Cost $25.12 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $13 Shares 158 Est. Cost $79.03 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $23.23 Unrealized +39.8%
SPSB SPDR SER TR PORTFOLIO SHORT 0.0%
Value ($000) $12 Shares 408 Est. Cost $29.43 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $12 Shares 180 Est. Cost $55.29 Unrealized +30.6%
RY ROYAL BK CDA MONTREAL QUE COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $99.12 Unrealized +24.5%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.0%
Value ($000) $12 Shares 204 Est. Cost $58.65 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $12 Shares 600 Est. Cost $10.00 Unrealized
SCHW THE CHARLES SCHWAB CORPORATICOM 0.0%
Value ($000) $11 Shares 152 Est. Cost $76.51 Unrealized -3.5%
IWM ISHARES TR RUSSELL 2000 0.0%
Value ($000) $11 Shares 50 Est. Cost $220.96 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.83 Unrealized +5.2%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $34.67 Unrealized +225.4%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $10 Shares 34 Est. Cost $287.79 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $70.02 Unrealized +5.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $311.25 Unrealized +18.7%
WPC WP CAREY INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $54.47 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.58 Unrealized -15.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $150.65 Unrealized +14.8%
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.0%
Value ($000) $8 Shares 72 Est. Cost $114.47 Unrealized
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.39 Unrealized -0.6%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $166.30 Unrealized -78.4%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $8 Shares 210 Est. Cost $17.20 Unrealized +83.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $302.36 Unrealized -17.5%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $8 Shares 26 Est. Cost $191.26 Unrealized +51.7%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $228.51 Unrealized +38.3%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $7 Shares 226 Est. Cost $25.00 Unrealized +23.9%
INTC INTEL CORP COM 0.0%
Value ($000) $7 Shares 336 Est. Cost $53.11 Unrealized -57.6%
SCZ ISHARES MSCI EAFE SMALL CAP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.75 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $6 Shares 5 Est. Cost $1400.00 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $169.09 Unrealized +23.2%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.86 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $202.83 Unrealized +4.1%
BLK BLACKROCK INC COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $991.05 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1 Est. Cost $3654.84 Unrealized +30.4%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.82 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.34 Unrealized -10.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $89.08 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $146.06 Unrealized +9.2%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.98 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $126.23 Unrealized -16.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $234.35 Unrealized -1.8%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.05 Unrealized +16.6%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $41.67 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $2 Shares 71 Est. Cost $29.11 Unrealized 0.0%
VNQI VANGUARD GLOBAL US R/E 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.56 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $39.20 Unrealized +4.6%
PII POLARIS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $117.80 Unrealized -40.9%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.20 Unrealized