0001085146-23-004099.txt : 20231106 0001085146-23-004099.hdr.sgml : 20231106 20231103180229 ACCESSION NUMBER: 0001085146-23-004099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231106 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Diligent Investors, LLC CENTRAL INDEX KEY: 0001549042 IRS NUMBER: 453029689 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16635 FILM NUMBER: 231377631 BUSINESS ADDRESS: STREET 1: 1901 ORANGE TREE LANE STREET 2: SUITE 230A CITY: REDLANDS STATE: CA ZIP: 92374 BUSINESS PHONE: 909-792-2894 MAIL ADDRESS: STREET 1: 132 WEST RAMSEY STREET CITY: BANNING STATE: CA ZIP: 92220 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001549042 XXXXXXXX 09-30-2023 09-30-2023 false Diligent Investors, LLC

132 WEST RAMSEY STREET BANNING CA 92220

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6456 SH SOLE 0 0 6456 HANESBRANDS INC COM 410345102 BBG001SMCKB8 58806 14850 SH SOLE 0 0 14850 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 211558 860 SH SOLE 0 0 860 HERCULES CAPITAL INC COM 427096508 BBG001SDPHZ5 563284 34305 SH SOLE 0 0 34305 HERSHEY CO COM 427866108 BBG001S5S148 755702 3777 SH SOLE 0 0 3777 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1413598 4678 SH SOLE 0 0 4678 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 371910 2013 SH SOLE 0 0 2013 ING GROEP N.V. SPONSORED ADR 456837103 BBG001SB1FR8 287324 21800 SH SOLE 0 0 21800 INNOVATOR ETFS TR EMRGNG MKT JAN 45782C516 BBG00R878QK8 567667 20732 SH SOLE 0 0 20732 INNOVATOR ETFS TR EMRGNG MKT JULY 45782C714 BBG00PLZ0MN9 1041583 46272 SH SOLE 0 0 46272 INNOVATOR ETFS TR EQUITY DEF PROTN 45783Y541 BBG01HF043V9 507936 20800 SH SOLE 0 0 20800 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 BBG00R879TP6 1844257 45450 SH SOLE 0 0 45450 INNOVATOR ETFS TR GRWT100 PWR BF 45782C334 BBG00SXJYPC4 430573 10296 SH SOLE 0 0 10296 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C615 BBG00QFP06T5 690037 16231 SH SOLE 0 0 16231 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 1558188 30673 SH SOLE 0 0 30673 INNOVATOR ETFS TR INNOVATOR INTER 45783Y533 BBG01J43LCY9 202481 8295 SH SOLE 0 0 8295 INNOVATOR ETFS TR INTRNL DEV JAN 45782C524 BBG00R877XM2 564864 20277 SH SOLE 0 0 20277 INNOVATOR ETFS TR INTRNL DEV JULY 45782C722 BBG00PLYT1X6 1140099 44780 SH SOLE 0 0 44780 INNOVATOR ETFS TR INVATR 20 PLS 9 45782C235 BBG00WRDT2B3 1548939 83236 SH SOLE 0 0 83236 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 BBG00NR9PT90 201007 5748 SH SOLE 0 0 5748 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 BBG00NR9QB16 1374328 44898 SH SOLE 0 0 44898 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 BBG00MYXKMH2 452376 13890 SH SOLE 0 0 13890 INNOVATOR ETFS TR US EQTY ACCELRT9 45783Y848 BBG012R71JN1 262499 10000 SH SOLE 0 0 10000 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 BBG00M4NZ631 1396570 39340 SH SOLE 0 0 39340 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 BBG00Q4023H0 3180533 94490 SH SOLE 0 0 94490 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 BBG00PVP39R2 3446705 111005 SH SOLE 0 0 111005 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 BBG00S1NDLX9 338751 10115 SH SOLE 0 0 10115 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 BBG00QPZ1F93 1067838 32300 SH SOLE 0 0 32300 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 BBG00Q4028Q9 2004426 61865 SH SOLE 0 0 61865 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 BBG00TGM5Q16 361856 12258 SH SOLE 0 0 12258 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 BBG00M4NZTF8 1133823 33387 SH SOLE 0 0 33387 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 BBG00LNDTJL3 930760 27619 SH SOLE 0 0 27619 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 BBG00MYXKL20 1827670 52525 SH SOLE 0 0 52525 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 BBG00RHZ5CR3 640624 21034 SH SOLE 0 0 21034 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 BBG00QYND1G0 302469 9347 SH SOLE 0 0 9347 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 BBG00PBD6H63 234825 7500 SH SOLE 0 0 7500 INNOVATOR ETFS TR US EQUT BUFR AUG 45782C698 BBG00PVP2QY7 2124160 64349 SH SOLE 0 0 64349 INNOVATOR ETFS TR US SML CP PWR B 45782C474 BBG00R879Z72 244141 7947 SH SOLE 0 0 7947 INNOVATOR ETFS TR US SML CP PWR B 45782C284 BBG00VSHFQQ1 1544685 61738 SH SOLE 0 0 61738 INNOVATOR ETFS TR US SML CP PWR ET 45782C342 BBG00SXJYJL8 675384 25248 SH SOLE 0 0 25248 INTEL CORP COM 458140100 BBG001S5SF65 3586002 100872 SH SOLE 0 0 100872 INTERNATIONAL BUSINESS MACHS 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MESOBLAST LTD SPONS ADR 590717104 BBG001SMNB80 15375 12500 SH SOLE 0 0 12500 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1818719 6058 SH SOLE 0 0 6058 METLIFE INC COM 59156R108 BBG001S5T3R8 1047766 16655 SH SOLE 0 0 16655 MICROSOFT CORP COM 594918104 BBG001S5TD05 17102989 54166 SH SOLE 0 0 54166 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1669601 24058 SH SOLE 0 0 24058 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1171682 14347 SH SOLE 0 0 14347 NASDAQ INC COM 631103108 BBG001SKTBJ6 262386 5400 SH SOLE 0 0 5400 NETFLIX INC COM 64110L106 BBG001SF6L46 557338 1476 SH SOLE 0 0 1476 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 113400 10000 SH SOLE 0 0 10000 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 122113 13523 SH SOLE 0 0 13523 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 112200 30000 SH SOLE 0 0 30000 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 385200 10000 SH SOLE 0 0 10000 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 BBG001S94NN7 561844 54761 SH SOLE 0 0 54761 NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 234163 23093 SH SOLE 0 0 23093 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1096146 2520 SH SOLE 0 0 2520 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 BBG001S6PKJ1 77617 18931 SH SOLE 0 0 18931 OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 455280 13730 SH SOLE 0 0 13730 ONEOK INC NEW COM 682680103 BBG001S5TWK1 399672 6301 SH SOLE 0 0 6301 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 346010 7000 SH SOLE 0 0 7000 PACIFIC PREMIER BANCORP COM 69478X105 BBG001S9JFG6 322701 14830 SH SOLE 0 0 14830 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 390343 1665 SH SOLE 0 0 1665 PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 743598 10900 SH SOLE 0 0 10900 PEPSICO INC COM 713448108 BBG001S695T1 1012094 5973 SH SOLE 0 0 5973 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 314820 21002 SH SOLE 0 0 21002 PFIZER INC COM 717081103 BBG001S5V466 1707160 51467 SH SOLE 0 0 51467 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 513346 2236 SH SOLE 0 0 2236 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 255362 2080 SH SOLE 0 0 2080 POOL CORP COM 73278L105 BBG001S5VBK4 2285806 6419 SH SOLE 0 0 6419 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2310977 15844 SH SOLE 0 0 15844 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 282497 20456 SH SOLE 0 0 20456 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1334636 5065 SH SOLE 0 0 5065 PVH CORPORATION COM 693656100 BBG001S5VGY8 227718 2976 SH SOLE 0 0 2976 QUALCOMM INC COM 747525103 BBG001S6VS70 2782690 25056 SH SOLE 0 0 25056 REALTY INCOME CORP COM 756109104 BBG001S884K0 630642 12628 SH SOLE 0 0 12628 REGENCY CTRS CORP COM 758849103 BBG001S7H752 435755 7331 SH SOLE 0 0 7331 RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 268879 4225 SH SOLE 0 0 4225 RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 255464 27499 SH SOLE 0 0 27499 RLJ LODGING TR CUM CONV PFD A 74965L200 443650 18447 SH SOLE 0 0 18447 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 623498 8663 SH SOLE 0 0 8663 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 3650080 9989 SH SOLE 0 0 9989 SALESFORCE INC COM 79466L302 BBG001SDLP09 958770 4728 SH SOLE 0 0 4728 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 317510 5783 SH SOLE 0 0 5783 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 2934365 61209 SH SOLE 0 0 61209 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 318632 6653 SH SOLE 0 0 6653 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1217686 24427 SH SOLE 0 0 24427 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 800790 11832 SH SOLE 0 0 11832 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 3586366 86585 SH SOLE 0 0 86585 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 1205236 18275 SH SOLE 0 0 18275 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 937556 10372 SH SOLE 0 0 10372 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 421034 12693 SH SOLE 0 0 12693 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 698914 6894 SH SOLE 0 0 6894 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 206215 1281 SH SOLE 0 0 1281 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1459362 11336 SH SOLE 0 0 11336 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 511218 8675 SH SOLE 0 0 8675 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 503593 3072 SH SOLE 0 0 3072 SEMPRA COM 816851109 BBG001SBVZ73 702750 10330 SH SOLE 0 0 10330 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 613413 9528 SH SOLE 0 0 9528 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 231486 4242 SH SOLE 0 0 4242 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 1398192 12943 SH SOLE 0 0 12943 SOUTHERN CO COM 842587107 BBG001S5W777 396840 6132 SH SOLE 0 0 6132 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 346500 2021 SH SOLE 0 0 2021 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 6906588 222721 SH SOLE 0 0 222721 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 2024032 60293 SH SOLE 0 0 60293 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 385332 901 SH SOLE 0 0 901 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 820740 25285 SH SOLE 0 0 25285 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 336774 7706 SH SOLE 0 0 7706 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 321150 6947 SH SOLE 0 0 6947 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 323479 7387 SH SOLE 0 0 7387 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 309300 6154 SH SOLE 0 0 6154 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 365974 12482 SH SOLE 0 0 12482 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 13406117 226149 SH SOLE 0 0 226149 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 13124632 318096 SH SOLE 0 0 318096 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 6378390 92253 SH SOLE 0 0 92253 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 6341127 97766 SH SOLE 0 0 97766 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1731561 23633 SH SOLE 0 0 23633 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1873492 25888 SH SOLE 0 0 25888 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 220375 3018 SH SOLE 0 0 3018 SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 184012 12850 SH SOLE 0 0 12850 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 133408 17600 SH SOLE 0 0 17600 STARBUCKS CORP COM 855244109 BBG001S72KH6 386311 4233 SH SOLE 0 0 4233 STEELCASE INC CL A 858155203 BBG001S89FD2 116168 10400 SH SOLE 0 0 10400 STELLANTIS N.V SHS N82405106 BBG0078ZLDH8 536596 28050 SH SOLE 0 0 28050 SUNRUN INC COM 86771W105 BBG0025XVR94 138725 11045 SH SOLE 0 0 11045 SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 588216 19242 SH SOLE 0 0 19242 SYSCO CORP COM 871829107 BBG001S5WJS8 237978 3603 SH SOLE 0 0 3603 TANGER FACTORY OUTLET CTRS I COM 875465106 BBG001S7BZV7 533008 23584 SH SOLE 0 0 23584 TEREX CORP NEW COM 880779103 BBG001S6PZQ0 729469 12660 SH SOLE 0 0 12660 TESLA INC COM 88160R101 BBG001SQKGD7 1330939 5319 SH SOLE 0 0 5319 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 546659 3438 SH SOLE 0 0 3438 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 484030 1692 SH SOLE 0 0 1692 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 956450 5321 SH SOLE 0 0 5321 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 335765 2056 SH SOLE 0 0 2056 TTEC HLDGS INC COM 89854H102 BBG001S7YNS3 262200 10000 SH SOLE 0 0 10000 TYSON FOODS INC CL A 902494103 BBG001S871D5 334496 6625 SH SOLE 0 0 6625 UBS GROUP AG SHS H42097107 BBG007936GX0 247683 10048 SH SOLE 0 0 10048 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 316779 6413 SH SOLE 0 0 6413 UNION PAC CORP COM 907818108 BBG001S5X2M0 437856 2150 SH SOLE 0 0 2150 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1006578 6458 SH SOLE 0 0 6458 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 227124 450 SH SOLE 0 0 450 UTZ BRANDS INC COM CL A 918090101 BBG00M8652J9 156907 11683 SH SOLE 0 0 11683 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 371989 2625 SH SOLE 0 0 2625 VALVOLINE INC COM 92047W101 BBG003DNHV65 846332 26251 SH SOLE 0 0 26251 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 511297 2455 SH SOLE 0 0 2455 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 469529 6206 SH SOLE 0 0 6206 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 341156 1606 SH SOLE 0 0 1606 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1006199 7295 SH SOLE 0 0 7295 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 286831 4951 SH SOLE 0 0 4951 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1125048 34713 SH SOLE 0 0 34713 VIATRIS INC COM 92556V106 BBG00Y52JV51 104043 10552 SH SOLE 0 0 10552 VISA INC COM CL A 92826C839 BBG001SRCFY3 4522810 19664 SH SOLE 0 0 19664 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 798016 35882 SH SOLE 0 0 35882 WALMART INC COM 931142103 BBG001S5XH92 2744449 17160 SH SOLE 0 0 17160 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 227126 20914 SH SOLE 0 0 20914 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 297496 1952 SH SOLE 0 0 1952 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 731852 17911 SH SOLE 0 0 17911 WESTERN ASSET INVT GRADE DEF COM 95790A101 BBG001T3HG69 174130 11000 SH SOLE 0 0 11000 WESTERN UN CO COM 959802109 BBG001SR0YK0 174011 13203 SH SOLE 0 0 13203 WESTROCK CO COM 96145D105 BBG008NXC581 920040 25699 SH SOLE 0 0 25699 WILLIAMS COS INC COM 969457100 BBG001S5XH10 627200 18617 SH SOLE 0 0 18617 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 751090 20488 SH SOLE 0 0 20488 WP CAREY INC COM 92936U109 BBG001S67MM3 626694 11588 SH SOLE 0 0 11588 WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 331149 4762 SH SOLE 0 0 4762 ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 365164 3254 SH SOLE 0 0 3254 ZOETIS INC CL A 98978V103 BBG0039320P7 2488112 14301 SH SOLE 0 0 14301