von Borstel & Associates, Inc. Quant / Systematic

CIK: 0002041065 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $652 (100.0% shares, 0.0% debt)

Holdings (171)

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 20.5%
Value ($000) $134 Shares 3,411,659 Est. Cost $0.03 Unrealized
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 11.4%
Value ($000) $74 Shares 1,342,063 Est. Cost $0.05 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 7.0%
Value ($000) $45 Shares 1,366,821 Est. Cost $0.03 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 4.1%
Value ($000) $27 Shares 706,677 Est. Cost $0.03 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 4.0%
Value ($000) $26 Shares 821,691 Est. Cost $0.03 Unrealized
MSFT MICROSOFT CORP COM 3.8%
Value ($000) $25 Shares 48,967 Est. Cost $507.49 Unrealized +0.2%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 2.6%
Value ($000) $17 Shares 514,011 Est. Cost $0.03 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 2.6%
Value ($000) $17 Shares 533,692 Est. Cost $0.03 Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 2.3%
Value ($000) $15 Shares 427,639 Est. Cost $0.03 Unrealized
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 2.3%
Value ($000) $15 Shares 486,376 Est. Cost $0.03 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.2%
Value ($000) $15 Shares 132,026 Est. Cost $0.11 Unrealized
NVDA NVIDIA CORPORATION COM 2.2%
Value ($000) $14 Shares 72,810 Est. Cost $174.29 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 1.9%
Value ($000) $12 Shares 17,987 Est. Cost $0.68 Unrealized
AAPL APPLE INC COM 1.7%
Value ($000) $11 Shares 41,545 Est. Cost $224.89 Unrealized +0.3%
DFSD DIMENSIONAL SHORTDURATION FIXED INCOME ETF 1.4%
Value ($000) $9 Shares 186,347 Est. Cost $0.05 Unrealized
DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF 1.3%
Value ($000) $9 Shares 268,225 Est. Cost $0.03 Unrealized
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 1.3%
Value ($000) $9 Shares 255,597 Est. Cost $0.03 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.3%
Value ($000) $9 Shares 85,346 Est. Cost $0.10 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.3%
Value ($000) $8 Shares 245,638 Est. Cost $0.03 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 1.0%
Value ($000) $7 Shares 121,483 Est. Cost $0.06 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.9%
Value ($000) $6 Shares 49,831 Est. Cost $0.12 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.9%
Value ($000) $6 Shares 78,562 Est. Cost $0.08 Unrealized
SMIZ ZACKS SMALL/MID CAP ETF 0.9%
Value ($000) $6 Shares 149,605 Est. Cost $0.04 Unrealized
ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 0.8%
Value ($000) $5 Shares 158,804 Est. Cost $0.03 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.8%
Value ($000) $5 Shares 69,665 Est. Cost $0.08 Unrealized
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.7%
Value ($000) $4 Shares 162,432 Est. Cost $0.03 Unrealized
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $4 Shares 4,808 Est. Cost $958.44 Unrealized -0.2%
PHEQ PARAMETRIC HEDGED EQUITY ETF 0.7%
Value ($000) $4 Shares 134,430 Est. Cost $0.03 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.6%
Value ($000) $4 Shares 84,733 Est. Cost $0.04 Unrealized
FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF 0.5%
Value ($000) $3 Shares 107,152 Est. Cost $0.03 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $3 Shares 29,042 Est. Cost $0.11 Unrealized
CGMS CAPITAL GROUP U.S. MULTISECTOR INCOME ETF 0.5%
Value ($000) $3 Shares 106,285 Est. Cost $0.03 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3 Shares 32,486 Est. Cost $0.09 Unrealized
VCRM VANGUARD CORE TAXEXEMPT BOND ETF 0.4%
Value ($000) $3 Shares 37,192 Est. Cost $0.08 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.4%
Value ($000) $3 Shares 136,570 Est. Cost $0.02 Unrealized
VSDM VANGUARD SHORT DURATION TAXEXEMPT BOND ETF 0.4%
Value ($000) $3 Shares 34,313 Est. Cost $0.08 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $3 Shares 8,130 Est. Cost $254.91 Unrealized +16.1%
PAPI PARAMETRIC EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $3 Shares 98,456 Est. Cost $0.03 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $2 Shares 9,498 Est. Cost $226.35 Unrealized 0.0%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.4%
Value ($000) $2 Shares 110,010 Est. Cost $0.02 Unrealized
PCAR PACCAR INC COM 0.3%
Value ($000) $2 Shares 19,685 Est. Cost $95.53 Unrealized +1.4%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $2 Shares 22,800 Est. Cost $88.57 Unrealized 0.0%
META META PLATFORMS INC CL A 0.3%
Value ($000) $2 Shares 3,037 Est. Cost $725.14 Unrealized +2.5%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $2 Shares 1,965 Est. Cost $814.08 Unrealized -8.8%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.3%
Value ($000) $2 Shares 24,494 Est. Cost $0.08 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $2 Shares 4,711 Est. Cost $265.57 Unrealized +15.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $2 Shares 3,374 Est. Cost $474.62 Unrealized +2.1%
GBX GREENBRIER COS INC COM 0.3%
Value ($000) $2 Shares 38,578 Est. Cost $46.94 Unrealized 0.0%
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.2%
Value ($000) $2 Shares 63,875 Est. Cost $0.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $2 Shares 5,102 Est. Cost $233.54 Unrealized +11.1%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.2%
Value ($000) $2 Shares 15,858 Est. Cost $0.10 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1 Shares 9,306 Est. Cost $145.36 Unrealized +4.8%
JCPB JPMORGAN CORE PLUS BOND ETF 0.2%
Value ($000) $1 Shares 29,791 Est. Cost $0.05 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $1 Shares 3,027 Est. Cost $290.17 Unrealized +19.5%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $1 Shares 4,527 Est. Cost $209.20 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $1 Shares 2,284 Est. Cost $425.39 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1 Shares 8,773 Est. Cost $156.59 Unrealized -1.1%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.2%
Value ($000) $1 Shares 18,512 Est. Cost $0.07 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $1 Shares 6,482 Est. Cost $225.47 Unrealized 0.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1 Shares 5,741 Est. Cost $201.95 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $1 Shares 23,322 Est. Cost $48.34 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1 Shares 6,435 Est. Cost $169.51 Unrealized 0.0%
JAVA JPMORGAN ACTIVE VALUE ETF 0.2%
Value ($000) $1 Shares 17,085 Est. Cost $0.07 Unrealized
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF 0.2%
Value ($000) $1 Shares 25,375 Est. Cost $0.04 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1 Shares 2,858 Est. Cost $381.40 Unrealized +2.0%
MMM 3M CO COM 0.1%
Value ($000) $1 Shares 5,474 Est. Cost $153.11 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $1 Shares 8,818 Est. Cost $99.23 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1 Shares 3,516 Est. Cost $161.38 Unrealized 0.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1 Shares 756 Est. Cost $122.05 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1 Shares 6,471 Est. Cost $135.48 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $1 Shares 11,175 Est. Cost $67.38 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1 Shares 9,131 Est. Cost $76.03 Unrealized +5.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1 Shares 2,536 Est. Cost $301.40 Unrealized 0.0%
GROZ ZACKS FOCUS GROWTH ETF 0.1%
Value ($000) $1 Shares 24,850 Est. Cost $0.03 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1 Shares 8,790 Est. Cost $72.21 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $1 Shares 1,173 Est. Cost $0.55 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $1 Shares 2,506 Est. Cost $209.93 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1 Shares 2,791 Est. Cost $297.80 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1 Shares 5,520 Est. Cost $130.61 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1 Shares 5,531 Est. Cost $109.70 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1 Shares 2,048 Est. Cost $242.94 Unrealized +12.2%
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $1 Shares 13,350 Est. Cost $0.05 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1 Shares 1,253 Est. Cost $0.48 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1 Shares 8,771 Est. Cost $0.07 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1 Shares 1,043 Est. Cost $520.50 Unrealized +10.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1 Shares 1,719 Est. Cost $0.33 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1 Shares 1,702 Est. Cost $345.14 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $1 Shares 7,989 Est. Cost $67.92 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1 Shares 890 Est. Cost $0.63 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $1 Shares 10,951 Est. Cost $0.05 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $1 Shares 8,570 Est. Cost $143.31 Unrealized 0.0%
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF 0.1%
Value ($000) $1 Shares 13,000 Est. Cost $0.03 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1 Shares 6,357 Est. Cost $0.08 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $0 Shares 5,990 Est. Cost $0.07 Unrealized
TLH ISHARES 1020 YEAR TREASURY BOND ETF 0.1%
Value ($000) $0 Shares 4,296 Est. Cost $0.10 Unrealized
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF 0.1%
Value ($000) $0 Shares 7,997 Est. Cost $0.05 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $0 Shares 1,710 Est. Cost $251.43 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $153.58 Unrealized 0.0%
CTAS CINTAS CORP COM 0.1%
Value ($000) $0 Shares 2,184 Est. Cost $212.83 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $0 Shares 2,919 Est. Cost $102.84 Unrealized +25.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $0 Shares 877 Est. Cost $448.15 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $0 Shares 3,873 Est. Cost $94.11 Unrealized 0.0%
VO VANGUARD MIDCAP ETF 0.1%
Value ($000) $0 Shares 1,352 Est. Cost $0.29 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $0 Shares 4,196 Est. Cost $73.50 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $0 Shares 2,145 Est. Cost $157.20 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.1%
Value ($000) $0 Shares 553 Est. Cost $606.37 Unrealized 0.0%
VTEB VANGUARD TAXEXEMPT BOND ETF 0.1%
Value ($000) $0 Shares 7,076 Est. Cost $0.05 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $0 Shares 1,910 Est. Cost $195.75 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $0 Shares 2,693 Est. Cost $127.36 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $0 Shares 6,131 Est. Cost $61.42 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $0 Shares 2,955 Est. Cost $112.28 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $0 Shares 2,080 Est. Cost $105.52 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $0 Shares 8,476 Est. Cost $42.49 Unrealized 0.0%
JIG JPMORGAN INTERNATIONAL GROWTH ETF 0.1%
Value ($000) $0 Shares 4,389 Est. Cost $0.08 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $0 Shares 1,130 Est. Cost $0.29 Unrealized
CLS CELESTICA INC COM 0.1%
Value ($000) $0 Shares 958 Est. Cost $201.61 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $0 Shares 1,335 Est. Cost $254.17 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $0 Shares 1,471 Est. Cost $0.22 Unrealized
CGHM CAPITAL GROUP MUNICIPAL HIGHINCOME ETF 0.0%
Value ($000) $0 Shares 12,512 Est. Cost $0.03 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $0 Shares 3,509 Est. Cost $92.22 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 3,248 Est. Cost $94.54 Unrealized 0.0%
RTX RTX CORPORATION COM 0.0%
Value ($000) $0 Shares 1,721 Est. Cost $154.28 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $0 Shares 2,154 Est. Cost $129.18 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $0 Shares 356 Est. Cost $703.03 Unrealized 0.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $0 Shares 1,916 Est. Cost $108.13 Unrealized +25.4%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 914 Est. Cost $286.59 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $0 Shares 2,069 Est. Cost $140.43 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $0 Shares 2,046 Est. Cost $109.40 Unrealized 0.0%
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 6,278 Est. Cost $0.05 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 1,887 Est. Cost $165.18 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $0 Shares 1,007 Est. Cost $276.03 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 6,012 Est. Cost $46.35 Unrealized 0.0%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 2,628 Est. Cost $0.08 Unrealized
SCHG SCHWAB U.S. LARGECAP GROWTH ETF 0.0%
Value ($000) $0 Shares 8,408 Est. Cost $0.03 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 7,939 Est. Cost $0.03 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $0 Shares 10,004 Est. Cost $26.97 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 3,466 Est. Cost $77.91 Unrealized 0.0%
PH PARKERHANNIFIN CORP COM 0.0%
Value ($000) $0 Shares 312 Est. Cost $735.10 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2,139 Est. Cost $108.19 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $0 Shares 237 Est. Cost $1108.77 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 1,777 Est. Cost $140.51 Unrealized 0.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $0 Shares 1,010 Est. Cost $200.01 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $0 Shares 516 Est. Cost $502.63 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $0 Shares 868 Est. Cost $275.21 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $0 Shares 653 Est. Cost $301.25 Unrealized +20.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 1,111 Est. Cost $191.42 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 2,099 Est. Cost $104.19 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 3,917 Est. Cost $76.01 Unrealized -2.9%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $0 Shares 1,184 Est. Cost $223.68 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 6,401 Est. Cost $35.43 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $0 Shares 341 Est. Cost $0.68 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 1,822 Est. Cost $0.13 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $0 Shares 626 Est. Cost $316.55 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 486 Est. Cost $489.64 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $0 Shares 1,220 Est. Cost $193.71 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $0 Shares 584 Est. Cost $0.39 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 787 Est. Cost $265.92 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $0 Shares 449 Est. Cost $533.84 Unrealized 0.0%
PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $0 Shares 6,501 Est. Cost $0.03 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $0 Shares 839 Est. Cost $300.20 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $0 Shares 895 Est. Cost $180.78 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 1,883 Est. Cost $101.35 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $207.11 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $0 Shares 1,682 Est. Cost $123.58 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2,350 Est. Cost $93.28 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 930 Est. Cost $247.24 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,721 Est. Cost $123.78 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 879 Est. Cost $244.20 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $0 Shares 8,162 Est. Cost $28.07 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $0 Shares 6,044 Est. Cost $30.84 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $0 Shares 10,766 Est. Cost $11.33 Unrealized 0.0%