CHILDRESS CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001849561 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $246,102 (100.0% shares, 0.0% debt)

Holdings (180)

XOM EXXON MOBIL CORP 6.9%
Value ($000) $16,976 Shares 288,624 Est. Cost $31.01 Unrealized +56.2%
MAIN MAIN STR CAP CORP 6.5%
Value ($000) $16,000 Shares 389,312 Est. Cost $30.72 Unrealized +35.4%
FVAL FIDELITY COVINGTON TRUST 5.2%
Value ($000) $12,709 Shares 266,727 Est. Cost $45.90 Unrealized
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $11,771 Shares 27,431 Est. Cost $374.53 Unrealized
COP CONOCOPHILLIPS 4.5%
Value ($000) $11,034 Shares 162,819 Est. Cost $41.24 Unrealized +19.6%
VYM VANGUARD WHITEHALL FDS 4.1%
Value ($000) $10,136 Shares 98,077 Est. Cost $92.17 Unrealized
ET ENERGY TRANSFER L P 4.1%
Value ($000) $10,050 Shares 1,049,098 Est. Cost $6.38 Unrealized
RRC RANGE RES CORP 3.0%
Value ($000) $7,483 Shares 330,700 Est. Cost $7.35 Unrealized +120.6%
AAPL APPLE INC 2.8%
Value ($000) $7,007 Shares 49,526 Est. Cost $124.21 Unrealized +15.9%
MSFT MICROSOFT CORP 2.8%
Value ($000) $6,857 Shares 24,325 Est. Cost $221.47 Unrealized +26.8%
FBCG FIDELITY COVINGTON TRUST 1.9%
Value ($000) $4,664 Shares 143,527 Est. Cost $32.50 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $4,152 Shares 1,264 Est. Cost $161.11 Unrealized +7.1%
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $3,960 Shares 10,041 Est. Cost $364.24 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $3,823 Shares 1,431 Est. Cost $101.70 Unrealized +32.8%
IDXX IDEXX LABS INC 1.4%
Value ($000) $3,421 Shares 5,501 Est. Cost $448.38 Unrealized +49.9%
VXF VANGUARD INDEX FDS 1.2%
Value ($000) $2,999 Shares 16,449 Est. Cost $221.92 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 1.1%
Value ($000) $2,797 Shares 55,400 Est. Cost $49.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $2,548 Shares 117,777 Est. Cost $20.34 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $2,404 Shares 90,448 Est. Cost $26.66 Unrealized
IWL ISHARES TR 1.0%
Value ($000) $2,362 Shares 22,932 Est. Cost $103.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,324 Shares 8,518 Est. Cost $243.07 Unrealized +15.5%
DVN DEVON ENERGY CORP NEW 0.9%
Value ($000) $2,247 Shares 63,302 Est. Cost $9.87 Unrealized +128.1%
TRGP TARGA RES CORP 0.9%
Value ($000) $2,167 Shares 44,053 Est. Cost $20.44 Unrealized +96.6%
VONV VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,047 Shares 29,800 Est. Cost $68.69 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $2,035 Shares 6,026 Est. Cost $283.09 Unrealized +26.3%
VONG VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $1,987 Shares 28,200 Est. Cost $70.46 Unrealized
JPM JPMORGAN CHASE &CO 0.8%
Value ($000) $1,878 Shares 11,477 Est. Cost $115.20 Unrealized +21.8%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,797 Shares 11,700 Est. Cost $141.41 Unrealized
DSI ISHARES TR 0.7%
Value ($000) $1,688 Shares 20,291 Est. Cost $76.33 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.7%
Value ($000) $1,615 Shares 25,641 Est. Cost $62.99 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,581 Shares 7,635 Est. Cost $19.27 Unrealized +7.5%
IWM ISHARES TR 0.6%
Value ($000) $1,495 Shares 6,836 Est. Cost $45.21 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,443 Shares 1,859 Est. Cost $220.76 Unrealized +6.6%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $1,431 Shares 33,454 Est. Cost $30.16 Unrealized +19.6%
JNJ JOHNSON &JOHNSON 0.6%
Value ($000) $1,418 Shares 8,784 Est. Cost $133.88 Unrealized +12.2%
MPLX MPLX LP 0.5%
Value ($000) $1,351 Shares 47,467 Est. Cost $22.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,289 Shares 3,300 Est. Cost $324.78 Unrealized +18.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.5%
Value ($000) $1,282 Shares 28,130 Est. Cost $42.67 Unrealized
V VISA INC 0.5%
Value ($000) $1,282 Shares 5,757 Est. Cost $201.68 Unrealized +12.5%
NUVEEN AMT FREE QLTY MUN INC 0.5%
Value ($000) $1,241 Shares 81,700 Est. Cost $14.82 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,196 Shares 3,644 Est. Cost $255.71 Unrealized +15.2%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,174 Shares 8,398 Est. Cost $121.87 Unrealized +4.4%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,166 Shares 31,075 Est. Cost $34.13 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $1,148 Shares 11,908 Est. Cost $66.30 Unrealized +29.3%
IBMO ISHARES TR 0.5%
Value ($000) $1,131 Shares 42,100 Est. Cost $26.82 Unrealized
ISHARES TR 0.5%
Value ($000) $1,130 Shares 45,700 Est. Cost $24.84 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,090 Shares 409 Est. Cost $104.38 Unrealized +31.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,066 Shares 19,570 Est. Cost $43.02 Unrealized -1.6%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,045 Shares 1,830 Est. Cost $473.81 Unrealized +14.5%
ISHARES TR 0.4%
Value ($000) $1,039 Shares 37,200 Est. Cost $27.93 Unrealized
ISHARES TR 0.4%
Value ($000) $1,029 Shares 38,200 Est. Cost $26.99 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,012 Shares 18,593 Est. Cost $42.75 Unrealized +15.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $983 Shares 5,116 Est. Cost $150.68 Unrealized +11.5%
PEP PEPSICO INC 0.4%
Value ($000) $967 Shares 6,432 Est. Cost $126.23 Unrealized +6.9%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $939 Shares 9,929 Est. Cost $32.46 Unrealized +103.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $927 Shares 1,616 Est. Cost $489.28 Unrealized +28.6%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $925 Shares 15,208 Est. Cost $60.82 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $869 Shares 8,063 Est. Cost $89.46 Unrealized +8.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $856 Shares 8,438 Est. Cost $77.95 Unrealized +6.9%
BXMT BLACKSTONE MTG TR INC 0.3%
Value ($000) $845 Shares 27,876 Est. Cost $27.79 Unrealized
MRK MERCK &CO INC 0.3%
Value ($000) $844 Shares 11,383 Est. Cost $65.06 Unrealized +1.7%
BA BOEING CO 0.3%
Value ($000) $809 Shares 3,680 Est. Cost $215.93 Unrealized +3.3%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $749 Shares 2,882 Est. Cost $232.36 Unrealized +21.8%
PFE PFIZER INC 0.3%
Value ($000) $744 Shares 17,316 Est. Cost $30.07 Unrealized +18.6%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $732 Shares 2,305 Est. Cost $257.88 Unrealized +18.5%
ABT ABBOTT LABS 0.3%
Value ($000) $727 Shares 6,155 Est. Cost $105.67 Unrealized +7.4%
AVGO BROADCOM INC 0.3%
Value ($000) $721 Shares 1,487 Est. Cost $39.10 Unrealized +13.7%
PWR QUANTA SVCS INC 0.3%
Value ($000) $715 Shares 6,289 Est. Cost $93.14 Unrealized +6.8%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $693 Shares 12,400 Est. Cost $44.73 Unrealized +14.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $685 Shares 14,775 Est. Cost $32.68 Unrealized +27.2%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $680 Shares 13,600 Est. Cost $50.00 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $674 Shares 13,915 Est. Cost $45.67 Unrealized +6.8%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $672 Shares 6,884 Est. Cost $55.00 Unrealized +59.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $670 Shares 3,964 Est. Cost $159.58 Unrealized +9.1%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $647 Shares 14,525 Est. Cost $39.17 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $643 Shares 1,130 Est. Cost $538.15 Unrealized
STWD STARWOOD PPTY TR INC 0.3%
Value ($000) $637 Shares 26,131 Est. Cost $20.08 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $597 Shares 1,964 Est. Cost $215.19 Unrealized +24.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $595 Shares 2,806 Est. Cost $177.66 Unrealized +9.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $592 Shares 1,704 Est. Cost $335.60 Unrealized +5.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $587 Shares 2,438 Est. Cost $197.77 Unrealized +9.1%
ISHARES TR 0.2%
Value ($000) $573 Shares 21,920 Est. Cost $26.32 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $550 Shares 1,226 Est. Cost $347.80 Unrealized +20.2%
INTC INTEL CORP 0.2%
Value ($000) $545 Shares 10,229 Est. Cost $49.79 Unrealized +0.0%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $541 Shares 5,256 Est. Cost $62.95 Unrealized 0.0%
AGG ISHARES TR 0.2%
Value ($000) $525 Shares 4,575 Est. Cost $114.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $521 Shares 5,065 Est. Cost $92.93 Unrealized +10.0%
NKE NIKE INC 0.2%
Value ($000) $517 Shares 3,616 Est. Cost $130.50 Unrealized +16.9%
SLQD ISHARES TR 0.2%
Value ($000) $513 Shares 9,936 Est. Cost $51.73 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $511 Shares 2,809 Est. Cost $139.01 Unrealized +17.1%
ISHARES TR 0.2%
Value ($000) $508 Shares 19,552 Est. Cost $26.14 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $505 Shares 1,863 Est. Cost $228.26 Unrealized +9.9%
LLY LILLY ELI &CO 0.2%
Value ($000) $502 Shares 2,174 Est. Cost $175.77 Unrealized +34.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $494 Shares 3,942 Est. Cost $101.42 Unrealized +11.9%
LINDE PLC 0.2%
Value ($000) $491 Shares 1,675 Est. Cost $279.35 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $475 Shares 779 Est. Cost $51.46 Unrealized +6.9%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $469 Shares 2,387 Est. Cost $173.96 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $465 Shares 7,882 Est. Cost $51.25 Unrealized +7.0%
C CITIGROUP INC 0.2%
Value ($000) $460 Shares 6,562 Est. Cost $50.51 Unrealized +18.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $458 Shares 1,226 Est. Cost $349.92 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $456 Shares 5,383 Est. Cost $63.37 Unrealized +14.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $449 Shares 2,684 Est. Cost $129.65 Unrealized +22.1%
ORCL ORACLE CORP 0.2%
Value ($000) $446 Shares 5,119 Est. Cost $60.30 Unrealized +38.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $438 Shares 6,284 Est. Cost $54.65 Unrealized +8.7%
TGT TARGET CORP 0.2%
Value ($000) $432 Shares 1,891 Est. Cost $186.17 Unrealized +18.1%
ISHARES TR 0.2%
Value ($000) $431 Shares 16,870 Est. Cost $25.67 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $426 Shares 6,096 Est. Cost $50.15 Unrealized +22.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $425 Shares 4,537 Est. Cost $66.23 Unrealized +22.4%
DE DEERE &CO 0.2%
Value ($000) $422 Shares 1,261 Est. Cost $339.31 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value ($000) $417 Shares 1,860 Est. Cost $210.43 Unrealized 0.0%
ISHARES TR 0.2%
Value ($000) $417 Shares 16,907 Est. Cost $24.61 Unrealized
WMT WALMART INC 0.2%
Value ($000) $415 Shares 3,011 Est. Cost $44.25 Unrealized +2.8%
TWITTER INC 0.2%
Value ($000) $414 Shares 6,856 Est. Cost $60.39 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $414 Shares 2,117 Est. Cost $182.08 Unrealized +7.2%
ISHARES TR 0.2%
Value ($000) $408 Shares 15,730 Est. Cost $26.13 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $399 Shares 2,080 Est. Cost $174.96 Unrealized +9.8%
IEMG ISHARES INC 0.2%
Value ($000) $396 Shares 6,418 Est. Cost $64.35 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $395 Shares 1,952 Est. Cost $161.87 Unrealized +13.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $394 Shares 4,953 Est. Cost $67.53 Unrealized +6.4%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $392 Shares 3,046 Est. Cost $102.24 Unrealized +27.7%
T AT&T INC 0.2%
Value ($000) $385 Shares 14,279 Est. Cost $15.76 Unrealized +2.0%
ISHARES TR 0.2%
Value ($000) $382 Shares 15,100 Est. Cost $25.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $373 Shares 1,081 Est. Cost $313.27 Unrealized +2.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $373 Shares 3,877 Est. Cost $80.93 Unrealized +7.8%
MRNA MODERNA INC 0.2%
Value ($000) $372 Shares 954 Est. Cost $190.86 Unrealized +93.2%
ITOT ISHARES TR 0.1%
Value ($000) $354 Shares 3,600 Est. Cost $91.46 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $352 Shares 1,630 Est. Cost $199.00 Unrealized +0.6%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $348 Shares 2,032 Est. Cost $155.91 Unrealized 0.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $347 Shares 2,829 Est. Cost $122.66 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $346 Shares 4,035 Est. Cost $66.71 Unrealized +16.0%
INTU INTUIT 0.1%
Value ($000) $337 Shares 615 Est. Cost $372.72 Unrealized +40.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $336 Shares 3,573 Est. Cost $91.20 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $333 Shares 2,583 Est. Cost $124.04 Unrealized +3.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $329 Shares 1,241 Est. Cost $207.77 Unrealized +19.7%
MMM 3M CO 0.1%
Value ($000) $322 Shares 2,418 Est. Cost $124.67 Unrealized +10.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $321 Shares 12,409 Est. Cost $20.43 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $320 Shares 2,304 Est. Cost $95.02 Unrealized +18.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $318 Shares 2,884 Est. Cost $92.10 Unrealized +14.8%
BLACKROCK INC 0.1%
Value ($000) $317 Shares 378 Est. Cost $759.27 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $309 Shares 6,100 Est. Cost $31.56 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $296 Shares 5,541 Est. Cost $53.42 Unrealized
ISHARES TR 0.1%
Value ($000) $285 Shares 10,875 Est. Cost $26.30 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $284 Shares 1,639 Est. Cost $140.06 Unrealized +17.8%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $277 Shares 2,791 Est. Cost $43.76 Unrealized +4.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $275 Shares 2,079 Est. Cost $115.50 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $272 Shares 5,976 Est. Cost $29.90 Unrealized +13.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $269 Shares 274 Est. Cost $283.57 Unrealized +18.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $267 Shares 3,669 Est. Cost $49.36 Unrealized +36.5%
ZTS ZOETIS INC 0.1%
Value ($000) $266 Shares 1,375 Est. Cost $166.50 Unrealized +16.4%
CWB SPDR SER TR 0.1%
Value ($000) $264 Shares 3,100 Est. Cost $86.45 Unrealized
ISHARES TR 0.1%
Value ($000) $264 Shares 9,861 Est. Cost $26.77 Unrealized
ISHARES TR 0.1%
Value ($000) $262 Shares 10,855 Est. Cost $24.23 Unrealized
IBMP ISHARES TR 0.1%
Value ($000) $261 Shares 9,700 Est. Cost $26.91 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $260 Shares 614 Est. Cost $371.87 Unrealized +12.3%
ELV ANTHEM INC 0.1%
Value ($000) $256 Shares 688 Est. Cost $358.51 Unrealized -0.3%
PLD PROLOGIS INC. 0.1%
Value ($000) $256 Shares 2,035 Est. Cost $102.35 Unrealized +11.6%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $250 Shares 4,900 Est. Cost $51.02 Unrealized
MET METLIFE INC 0.1%
Value ($000) $248 Shares 4,023 Est. Cost $52.72 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $244 Shares 929 Est. Cost $243.78 Unrealized +4.7%
UNITED STATES STL CORP NEW 0.1%
Value ($000) $241 Shares 11,000 Est. Cost $21.91 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $241 Shares 1,669 Est. Cost $134.23 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $239 Shares 1,198 Est. Cost $177.50 Unrealized +5.8%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $238 Shares 2,700 Est. Cost $88.15 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $230 Shares 2,046 Est. Cost $99.29 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $228 Shares 367 Est. Cost $121.10 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $225 Shares 806 Est. Cost $262.94 Unrealized +7.0%
SO SOUTHERN CO 0.1%
Value ($000) $221 Shares 3,581 Est. Cost $54.69 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $219 Shares 3,025 Est. Cost $62.43 Unrealized 0.0%
BCE BCE INC 0.1%
Value ($000) $216 Shares 4,327 Est. Cost $37.13 Unrealized 0.0%
MRSH MARSH &MCLENNAN COS INC 0.1%
Value ($000) $210 Shares 1,388 Est. Cost $141.63 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $209 Shares 2,592 Est. Cost $69.44 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $208 Shares 3,805 Est. Cost $46.62 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $207 Shares 263 Est. Cost $680.50 Unrealized +12.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $205 Shares 3,534 Est. Cost $54.62 Unrealized +1.5%
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $204 Shares 832 Est. Cost $228.04 Unrealized 0.0%
UNILEVER PLC 0.1%
Value ($000) $203 Shares 3,602 Est. Cost $56.36 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $202 Shares 3,072 Est. Cost $63.73 Unrealized +2.7%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $200 Shares 275 Est. Cost $758.74 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $200 Shares 669 Est. Cost $240.57 Unrealized +26.9%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $116 Shares 16,500 Est. Cost $6.24 Unrealized