FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Diversified Active

Location: Newtown, PA

CIK: 0001339908 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 6, 2026

Total Value: $492M (100.0% shares, 0.0% debt)

Holdings (156)

New Positions (22)

BOND PIMCO ACTIVE BOND ETF 0.5%
Value $2.41M Shares 26,634 Est. Cost $90.49 Unrealized
HON HONEYWELL INTL INC USD 1.0 0.4%
Value $2.012M Shares 8,277 Est. Cost $243.05 Unrealized
HONA HONEYWELL AEROSPACE INC 0.3%
Value $1.711M Shares 8,278 Est. Cost $206.74 Unrealized
BALI I SHRS U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 0.3%
Value $1.345M Shares 39,425 Est. Cost $34.11 Unrealized
BIL SPDR BLMBG 1-3 MTH T-BILL ETF 0.2%
Value $1.019M Shares 11,115 Est. Cost $91.68 Unrealized
JGRO JP MORGAN ACTIVE GROWTH ETF 0.2%
Value $963K Shares 10,502 Est. Cost $91.68 Unrealized
AVEM AMERICAN C AVANTIS EMERGING MARKETS EQ 0.1%
Value $628K Shares 7,011 Est. Cost $89.51 Unrealized
GVI I SHARES INTERMEDIATE GOVERNM CREDIT BD ETF 0.1%
Value $494K Shares 4,690 Est. Cost $105.29 Unrealized
SPSB STATE STREET SPDR S/T CORP BD ETF 0.1%
Value $425K Shares 14,190 Est. Cost $29.93 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $417K Shares 3,041 Est. Cost $137.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $396K Shares 1,192 Est. Cost $331.82 Unrealized
AGG I SHARES CORE U S AGGREGATE BOND ETF 0.1%
Value $386K Shares 3,960 Est. Cost $97.37 Unrealized
PVAL PUTNAM FOCUSED LRG CAP VALUE 0.1%
Value $375K Shares 7,025 Est. Cost $53.40 Unrealized
IEMG I SHARES CORE MSCI EMERGING MICB 0.1%
Value $327K Shares 4,210 Est. Cost $77.61 Unrealized
V VISA INC. 0.1%
Value $267K Shares 729 Est. Cost $366.12 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $265K Shares 322 Est. Cost $823.02 Unrealized
SPSM SS SPDR P S&P 600 SMALL CAP 0.1%
Value $264K Shares 4,671 Est. Cost $56.56 Unrealized
BSV VANGUARD SHORT TERM BOND INDEX EFT 0.0%
Value $237K Shares 3,059 Est. Cost $77.58 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $229K Shares 811 Est. Cost $282.26 Unrealized
NBTB N B T BANCORP INC 0.0%
Value $211K Shares 4,010 Est. Cost $52.65 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $204K Shares 200 Est. Cost $1018.37 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value $50,750 Shares 12,500 Est. Cost $4.06 Unrealized

Increased Positions (26)

IVV I SHARES CORE S & P 500 ETF 1.6%
Value $7.692M (+106.6%) Shares 10,252 (+79.8%) Est. Cost $667.21 Unrealized
ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET 0.9%
Value $4.219M (+54.9%) Shares 25,789 (+34.8%) Est. Cost $85.81 Unrealized
BINC I SHARES FLEX I ACTIVE ETF 1.8%
Value $9.034M (+15.9%) Shares 173,765 (+15.8%) Est. Cost $52.36 Unrealized
DYNF I SHRS US E F R A ETF-USD INC 0.3%
Value $1.398M (+541.9%) Shares 20,734 (+453.6%) Est. Cost $65.78 Unrealized
IWD I SHARES RUSSELL 1000 VALUE INDEX FUND 0.3%
Value $1.64M (+158.3%) Shares 6,514 (+119.2%) Est. Cost $234.41 Unrealized
INTC INTEL CORP COM 0.3%
Value $1.587M (+112.6%) Shares 17,598 (+4.0%) Est. Cost $21.19 Unrealized
GOOG ALPHABET INC - CLASS C 0.6%
Value $3.06M (+26.0%) Shares 8,581 (+1.4%) Est. Cost $110.58 Unrealized
VTV VANGUARD MORNINGSTAR VALUE ETF 0.2%
Value $937K (+168.4%) Shares 4,259 (+139.4%) Est. Cost $210.03 Unrealized
IWF I SHARES RUSSELL 1000 GROWTH ETF 0.2%
Value $1.158M (+91.1%) Shares 9,784 (+588.5%) Est. Cost $153.73 Unrealized
MTUM I SHRS MOMENTUM 0.4%
Value $2.067M (+33.1%) Shares 6,901 (+6.6%) Est. Cost $190.03 Unrealized
AMZN AMAZON COM INC. 0.3%
Value $1.647M (+39.6%) Shares 6,064 (+7.1%) Est. Cost $146.66 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $2.725M (+17.6%) Shares 13,573 (+2.2%) Est. Cost $95.19 Unrealized
IJH I SHARES CORE S & P MID-CAP ETF 0.3%
Value $1.279M (+45.1%) Shares 16,993 (+30.2%) Est. Cost $76.94 Unrealized
STIP I SHRS 0-5 YEAR TIPS BOND ETF 0.2%
Value $871K (+43.2%) Shares 8,596 (+46.2%) Est. Cost $102.52 Unrealized
IJR I SHARES CORE S & P SMALL CAP ETF 0.3%
Value $1.391M (+21.9%) Shares 9,561 (+4.2%) Est. Cost $102.46 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND - ETF 0.1%
Value $467K (+85.9%) Shares 5,519 (+69.5%) Est. Cost $78.31 Unrealized
GLW CORNING INC COM 0.9%
Value $4.345M (+4.7%) Shares 31,430 (+3.0%) Est. Cost $16.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value $1.621M (+13.1%) Shares 27,595 (+4.1%) Est. Cost $43.62 Unrealized
SCHD SCHWAB STR US DIVIDEND EQUITY ETF 0.3%
Value $1.558M (+11.8%) Shares 46,540 (+2.5%) Est. Cost $40.86 Unrealized
XLF STATE STREET FINANCIAL SELECT SEC SPDR ETF 0.1%
Value $330K (+47.0%) Shares 5,801 (+27.5%) Est. Cost $47.81 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $541K (+10.4%) Shares 6,261 (+1.7%) Est. Cost $34.07 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value $1.386M (-2.9%) Shares 1,456 (+1.6%) Est. Cost $631.09 Unrealized
META META PLATFORMS INC 0.1%
Value $443K (+7.4%) Shares 795 (+10.4%) Est. Cost $344.98 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $227K (+12.8%) Shares 5,041 (+25.7%) Est. Cost $41.25 Unrealized
ORCL ORACLE CORP COM 0.2%
Value $767K (-3.1%) Shares 5,908 (+9.7%) Est. Cost $39.83 Unrealized
SO SOUTHERN CO COM 0.1%
Value $296K (+2.4%) Shares 3,127 (+4.5%) Est. Cost $33.31 Unrealized

Decreased Positions (74)

VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF 24.4%
Value $120M (+7.4%) Shares 325,363 (-6.4%) Est. Cost $100.86 Unrealized
AAPL APPLE INC 7.1%
Value $34.9M (+19.3%) Shares 112,986 (-1.9%) Est. Cost $83.46 Unrealized
VCSH VANGUARD SHORT TERM CORP BD ETF #3145 7.7%
Value $37.75M (-8.4%) Shares 480,140 (-7.7%) Est. Cost $79.79 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 4.1%
Value $20.34M (-9.8%) Shares 269,289 (-7.8%) Est. Cost $84.26 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value $12.14M (+21.8%) Shares 26,129 (-3.0%) Est. Cost $26.78 Unrealized
IEFA I SHARES MSCI EAFE CORE 4.3%
Value $21.25M (+6.6%) Shares 216,320 (-1.8%) Est. Cost $65.02 Unrealized
TIP I SHRS TIPS BOND ETF 1.4%
Value $7.089M (-11.4%) Shares 65,861 (-9.2%) Est. Cost $114.59 Unrealized
PGX INVESCO PREFERRED ETF 1.0%
Value $4.947M (-14.2%) Shares 461,090 (-13.0%) Est. Cost $14.62 Unrealized
PEP PEPSICO INC COM 0.7%
Value $3.547M (-17.7%) Shares 25,414 (-8.5%) Est. Cost $56.50 Unrealized
DFUS DIMENSIONAL US EQUITY MARKETETF TR 1.7%
Value $8.196M (+9.6%) Shares 100,458 (-4.7%) Est. Cost $62.58 Unrealized
GE GE AEROSPACE 0.5%
Value $2.703M (+23.5%) Shares 7,506 (-2.7%) Est. Cost $62.95 Unrealized
PHO INVESCO WATER RESOURCES ETF 1.2%
Value $5.899M (-7.0%) Shares 84,073 (-11.4%) Est. Cost $30.20 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value $4.615M (-8.6%) Shares 23,447 (-3.9%) Est. Cost $70.12 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERMCORPORATE ETF 0.4%
Value $1.925M (-18.2%) Shares 83,490 (-17.6%) Est. Cost $23.13 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $2.516M (-14.4%) Shares 53,756 (-8.2%) Est. Cost $27.31 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value $2.291M (-14.2%) Shares 8,465 (-1.5%) Est. Cost $81.73 Unrealized
T A T & T INC 0.2%
Value $1.083M (-24.7%) Shares 46,581 (-6.1%) Est. Cost $13.31 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value $2.588M (-11.4%) Shares 29,772 (-5.4%) Est. Cost $56.34 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value $1.887M (+18.5%) Shares 7,550 (-1.3%) Est. Cost $86.03 Unrealized
ABBV ABBVIE INC 0.5%
Value $2.366M (+12.6%) Shares 9,427 (-2.4%) Est. Cost $39.22 Unrealized
MOO VANECK VEC AGRIBUSINESS ETF 0.2%
Value $812K (-24.4%) Shares 9,936 (-21.8%) Est. Cost $50.65 Unrealized
JNJ JOHNSON & JOHNSON COM 2.3%
Value $11.53M (+2.3%) Shares 44,991 (-2.4%) Est. Cost $117.54 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.7%
Value $3.484M (-6.9%) Shares 87,439 (-5.9%) Est. Cost $47.02 Unrealized
IBDT ISHARES IBONDS DEC 2028 CORPORATE ETF 0.2%
Value $971K (-20.8%) Shares 38,550 (-20.4%) Est. Cost $25.25 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERMCORPORATE ETF 0.1%
Value $574K (-30.4%) Shares 23,710 (-30.3%) Est. Cost $24.18 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value $948K (+30.3%) Shares 6,067 (-1.1%) Est. Cost $23.43 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value $1.408M (+18.3%) Shares 22,732 (-6.9%) Est. Cost $10.64 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value $1.079M (-14.6%) Shares 8,958 (-6.5%) Est. Cost $39.96 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value $667K (+37.2%) Shares 5,748 (-8.2%) Est. Cost $30.30 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value $691K (+34.4%) Shares 6,613 (-7.6%) Est. Cost $58.41 Unrealized
PFE PFIZER INC COM 0.2%
Value $929K (-15.9%) Shares 37,174 (-5.6%) Est. Cost $16.62 Unrealized
MRK MERCK & CO INC NEW 0.7%
Value $3.303M (+4.9%) Shares 25,369 (-3.1%) Est. Cost $30.52 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $643K (-19.0%) Shares 5,130 (-15.4%) Est. Cost $44.96 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value $1.503M (+11.0%) Shares 10,033 (-2.9%) Est. Cost $41.15 Unrealized
PG PROCTER AND GAMBLE CO COM 0.7%
Value $3.204M (-4.4%) Shares 22,175 (-4.4%) Est. Cost $55.00 Unrealized
GEV GE VERNOVA INC 0.3%
Value $1.631M (+9.7%) Shares 1,647 (-3.3%) Est. Cost $158.10 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.2%
Value $807K (-13.7%) Shares 8,386 (-13.5%) Est. Cost $76.49 Unrealized
HD HOME DEPOT INC COM 1.4%
Value $6.694M (-1.8%) Shares 20,167 (-2.7%) Est. Cost $60.24 Unrealized
MMM 3M CO COMMON 0.3%
Value $1.382M (+9.3%) Shares 7,841 (-10.0%) Est. Cost $63.25 Unrealized
TGT TARGET CORP 0.5%
Value $2.325M (+5.2%) Shares 16,092 (-11.8%) Est. Cost $48.29 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.3%
Value $1.661M (+7.1%) Shares 15,199 (-5.5%) Est. Cost $64.80 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value $219K (-30.1%) Shares 9,155 (-16.2%) Est. Cost $23.59 Unrealized
DVY I SHARES SELECT DIVIDEND ETF 4.7%
Value $22.98M (+0.4%) Shares 142,561 (-5.7%) Est. Cost $70.11 Unrealized
CEG CONSTELLATION ENERGY CORP NPV 0.1%
Value $519K (-14.2%) Shares 1,977 (-8.9%) Est. Cost $71.76 Unrealized
PSX PHILLIPS 66 0.2%
Value $985K (+9.5%) Shares 4,651 (-5.8%) Est. Cost $40.68 Unrealized
PM PHILLIP MORRIS INTERNATIONALINC 0.2%
Value $886K (+10.6%) Shares 4,641 (-4.2%) Est. Cost $53.65 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $225K (-25.1%) Shares 3,733 (-5.2%) Est. Cost $47.08 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value $1.507M (+5.2%) Shares 23,078 (-2.3%) Est. Cost $29.84 Unrealized
YUM YUM BRANDS INC 0.2%
Value $790K (-8.6%) Shares 5,151 (-7.3%) Est. Cost $40.05 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $234K (-22.2%) Shares 814 (-29.5%) Est. Cost $51.15 Unrealized
IWR I SHARES RUSSELL MID-CAP ETF 0.1%
Value $579K (+11.5%) Shares 5,280 (-1.2%) Est. Cost $68.90 Unrealized
TEL TE CONNECTIVITY PLC 0.2%
Value $993K (-5.5%) Shares 4,828 (-3.9%) Est. Cost $146.82 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value $311K (+22.2%) Shares 1,179 (-4.1%) Est. Cost $176.30 Unrealized
HSY THE HERSHEY COMPANY COM 0.1%
Value $267K (-17.2%) Shares 1,526 (-1.6%) Est. Cost $124.47 Unrealized
EXC EXELON CORP 0.1%
Value $341K (-13.9%) Shares 7,435 (-7.9%) Est. Cost $17.60 Unrealized
D DOMINION ENERGY INC NPV 0.1%
Value $294K (-15.3%) Shares 4,250 (-24.3%) Est. Cost $41.71 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $222K (-18.9%) Shares 2,898 (-14.4%) Est. Cost $21.90 Unrealized
CTVA CORTEVA INC 0.1%
Value $660K (-7.1%) Shares 8,386 (-1.2%) Est. Cost $25.02 Unrealized
KO COCA COLA CO COM 0.1%
Value $554K (+9.9%) Shares 6,320 (-4.6%) Est. Cost $31.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.715M (+2.8%) Shares 3,352 (-3.7%) Est. Cost $310.83 Unrealized
Q QNITY ELECTRONICS INC 0.1%
Value $558K (+9.0%) Shares 4,251 (-4.1%) Est. Cost $84.91 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.1%
Value $544K (+6.9%) Shares 7,705 (-3.0%) Est. Cost $42.87 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value $233K (-12.0%) Shares 4,834 (-10.9%) Est. Cost $27.44 Unrealized
RTX RTX CORPORATION CORP 0.1%
Value $587K (-3.6%) Shares 2,729 (-13.6%) Est. Cost $59.82 Unrealized
IVW ISHARES S & P GROWTH ETF 0.2%
Value $869K (-2.3%) Shares 6,424 (-18.3%) Est. Cost $75.96 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $229K (+7.2%) Shares 598 (-4.0%) Est. Cost $340.86 Unrealized
ABT ABBOTT LABS COM 0.2%
Value $809K (-1.8%) Shares 7,654 (-4.6%) Est. Cost $32.34 Unrealized
AMGN AMGEN INC COM 0.1%
Value $459K (-2.8%) Shares 1,191 (-11.2%) Est. Cost $73.34 Unrealized
VNQ VANGUARD REIT INDEX #0986 0.3%
Value $1.424M (+0.7%) Shares 14,389 (-9.7%) Est. Cost $76.49 Unrealized
EFA I SHARES MSCI EAFE ETF 0.1%
Value $335K (-2.7%) Shares 3,172 (-10.4%) Est. Cost $63.79 Unrealized
DE DEERE & CO COM 0.2%
Value $825K (+0.2%) Shares 1,392 (-4.8%) Est. Cost $81.24 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value $273K (+0.3%) Shares 1,861 (-10.4%) Est. Cost $91.75 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $229K (+0.2%) Shares 2,503 (-6.5%) Est. Cost $47.34 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $622K (-0.0%) Shares 9,110 (-3.4%) Est. Cost $24.54 Unrealized

Unchanged Positions (34)

GOOGL ALPHABET INC - CLASS A 0.9%
Value $4.418M Shares 12,405 Est. Cost $117.23 Unrealized
CAT CATERPILLAR INC COM 1.2%
Value $5.962M Shares 7,317 Est. Cost $66.79 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value $2.818M Shares 2,453 Est. Cost $113.41 Unrealized
JPM J P MORGAN CHASE & CO 0.6%
Value $2.786M Shares 7,921 Est. Cost $54.52 Unrealized
WMT WALMART INC COM 0.5%
Value $2.348M Shares 21,111 Est. Cost $43.89 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.1%
Value $556K Shares 11,603 Est. Cost $6.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.2%
Value $1.06M Shares 3,979 Est. Cost $58.13 Unrealized
AON AON PLC NPV 0.5%
Value $2.4M Shares 6,658 Est. Cost $364.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC. DELWARE CL 0.6%
Value $3.066M Shares 4 Est. Cost $389402.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.4%
Value $1.782M Shares 7,969 Est. Cost $168.62 Unrealized
SSO PROSHARES ULTRA S & P 500 EFT 0.1%
Value $540K Shares 8,060 Est. Cost $69.63 Unrealized
HPQ H P INC 0.1%
Value $353K Shares 12,946 Est. Cost $9.12 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value $458K Shares 10,306 Est. Cost $15.33 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $408K Shares 1,474 Est. Cost $184.74 Unrealized
ETN EATON CORP PLC 0.1%
Value $566K Shares 1,363 Est. Cost $49.02 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $1.706M Shares 2,927 Est. Cost $156.69 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value $259K Shares 820 Est. Cost $184.70 Unrealized
PPL PPL CORP COMMON 0.1%
Value $648K Shares 18,396 Est. Cost $18.86 Unrealized
AME AMETEK INC NEW COM 0.1%
Value $459K Shares 1,900 Est. Cost $55.63 Unrealized
SPY STATE STREET SPDR S & P 500 ETF TRUST 0.1%
Value $250K Shares 335 Est. Cost $617.84 Unrealized
LOW LOWES COS INC COM 0.0%
Value $233K Shares 1,119 Est. Cost $119.46 Unrealized
ICVT I SHRS CONVERTIBLE BOND ETF 0.1%
Value $287K Shares 2,535 Est. Cost $72.62 Unrealized
XLV STATE STREET HEALTH CARE SELECT SEC SPDR ETF 0.1%
Value $270K Shares 1,658 Est. Cost $133.94 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.2%
Value $866K Shares 6,771 Est. Cost $111.81 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value $248K Shares 3,978 Est. Cost $27.70 Unrealized
SPGI S & P GLOBAL INC NPV 0.1%
Value $422K Shares 1,025 Est. Cost $423.77 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $478K Shares 5,594 Est. Cost $58.10 Unrealized
XLE STATE STREET ENERGY SELECT SEC SPDR ETF 0.1%
Value $262K Shares 4,400 Est. Cost $61.26 Unrealized
MCK MCKESSON CORP USD 0.1%
Value $653K Shares 763 Est. Cost $266.57 Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value $55,350 Shares 15,000 Est. Cost $2.87 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value $346K Shares 4,425 Est. Cost $21.82 Unrealized
OKE ONEOK INC NEW COMMON 0.1%
Value $720K Shares 7,925 Est. Cost $66.76 Unrealized
NUVEEN SELECT TAX-FREE INCOME PORTFOLIO 0.0%
Value $204K Shares 14,450 Est. Cost $13.40 Unrealized
PHYL PGIM ACTIVE HIGH YIELD BOND 0.0%
Value $215K Shares 6,236 Est. Cost $34.63 Unrealized