SMITH, MOORE & CO. Diversified Active

CIK: 0000200724 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 8, 2015

Total Value ($000): $189,337 (100.0% shares, 0.0% debt)

Holdings (168)

VTI VANGUARD INDEX FDS 12.0%
Value ($000) $22,658 Shares 211,259 Est. Cost $96.39 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 9.2%
Value ($000) $17,328 Shares 62,503 Est. Cost $245.31 Unrealized
IVE ISHARES TR 6.3%
Value ($000) $11,999 Shares 129,637 Est. Cost $85.89 Unrealized
IJR ISHARES TR 5.7%
Value ($000) $10,742 Shares 91,007 Est. Cost $109.10 Unrealized
IVV ISHARES TR 5.2%
Value ($000) $9,919 Shares 47,727 Est. Cost $186.65 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 4.7%
Value ($000) $8,898 Shares 223,393 Est. Cost $41.43 Unrealized
RWR SPDR SERIES TRUST 2.8%
Value ($000) $5,324 Shares 56,298 Est. Cost $73.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $4,042 Shares 98,896 Est. Cost $41.34 Unrealized
DLS WISDOMTREE TR 1.7%
Value ($000) $3,186 Shares 53,766 Est. Cost $62.57 Unrealized
IWC ISHARES 1.6%
Value ($000) $3,078 Shares 38,922 Est. Cost $74.88 Unrealized
DIM WISDOMTREE TR 1.4%
Value ($000) $2,720 Shares 46,158 Est. Cost $58.91 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,702 Shares 13,088 Est. Cost $187.44 Unrealized
GLD SPDR GOLD TRUST 1.4%
Value ($000) $2,660 Shares 23,406 Est. Cost $116.40 Unrealized
EFA ISHARES TR 1.2%
Value ($000) $2,350 Shares 36,616 Est. Cost $66.91 Unrealized
IWM ISHARES TR 1.2%
Value ($000) $2,232 Shares 17,946 Est. Cost $116.11 Unrealized
EEM ISHARES TR 1.1%
Value ($000) $2,134 Shares 53,189 Est. Cost $41.59 Unrealized
DGS WISDOMTREE TR 1.1%
Value ($000) $2,106 Shares 47,605 Est. Cost $45.97 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,885 Shares 22,182 Est. Cost $57.26 Unrealized -3.0%
SLV ISHARES SILVER TRUST 0.8%
Value ($000) $1,521 Shares 95,473 Est. Cost $18.61 Unrealized
IGE ISHARES TR 0.8%
Value ($000) $1,510 Shares 40,231 Est. Cost $43.24 Unrealized
T AT&T INC 0.8%
Value ($000) $1,503 Shares 46,032 Est. Cost $11.26 Unrealized +4.8%
POWERSHARES ETF TRUST II 0.7%
Value ($000) $1,280 Shares 53,679 Est. Cost $24.33 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $1,148 Shares 24,782 Est. Cost $34.11 Unrealized +9.7%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $1,107 Shares 11,400 Est. Cost $65.15 Unrealized +14.4%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,096 Shares 10,447 Est. Cost $75.01 Unrealized +22.5%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $1,079 Shares 13,167 Est. Cost $58.75 Unrealized +8.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,036 Shares 9,864 Est. Cost $75.19 Unrealized -11.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,029 Shares 10,227 Est. Cost $70.61 Unrealized +6.4%
AAPL APPLE INC 0.5%
Value ($000) $1,017 Shares 8,173 Est. Cost $21.90 Unrealized +22.6%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $978 Shares 12,192 Est. Cost $79.87 Unrealized
MARKET VECTORS ETF TR 0.5%
Value ($000) $945 Shares 51,790 Est. Cost $21.68 Unrealized
ALPS ETF TR 0.5%
Value ($000) $945 Shares 57,053 Est. Cost $17.81 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $940 Shares 9,833 Est. Cost $60.50 Unrealized +15.2%
GYLD ARROW ETF TR 0.5%
Value ($000) $938 Shares 38,648 Est. Cost $26.30 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $927 Shares 15,843 Est. Cost $31.72 Unrealized +22.5%
IEFA ISHARES TR 0.5%
Value ($000) $916 Shares 15,667 Est. Cost $58.47 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $909 Shares 8,819 Est. Cost $94.56 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $909 Shares 11,053 Est. Cost $20.36 Unrealized +13.2%
LACLEDE GROUP INC 0.5%
Value ($000) $888 Shares 17,333 Est. Cost $46.06 Unrealized
BLACK DIAMOND INC 0.5%
Value ($000) $874 Shares 92,467 Est. Cost $10.05 Unrealized
GLOBAL X FDS 0.4%
Value ($000) $799 Shares 52,464 Est. Cost $15.93 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $795 Shares 32,053 Est. Cost $26.95 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $778 Shares 19,176 Est. Cost $27.23 Unrealized +8.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $743 Shares 10,722 Est. Cost $49.29 Unrealized +8.9%
MED MEDIFAST INC 0.4%
Value ($000) $737 Shares 24,591 Est. Cost $23.43 Unrealized +2.6%
PFE PFIZER INC 0.4%
Value ($000) $723 Shares 20,775 Est. Cost $17.79 Unrealized +13.0%
DOUBLELINE INCOME SOLUTIONS 0.4%
Value ($000) $721 Shares 36,339 Est. Cost $20.47 Unrealized
SJM SMUCKER J M CO 0.4%
Value ($000) $693 Shares 5,984 Est. Cost $75.28 Unrealized +5.5%
MMM 3M CO 0.4%
Value ($000) $690 Shares 4,181 Est. Cost $77.56 Unrealized +24.9%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $687 Shares 8,238 Est. Cost $72.56 Unrealized -15.5%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $678 Shares 12,506 Est. Cost $38.99 Unrealized +12.6%
EMR EMERSON ELEC CO 0.4%
Value ($000) $667 Shares 11,784 Est. Cost $47.87 Unrealized -9.3%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $656 Shares 3,245 Est. Cost $171.73 Unrealized +18.3%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $635 Shares 7,500 Est. Cost $76.27 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $609 Shares 10,754 Est. Cost $33.12 Unrealized +10.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $594 Shares 5,545 Est. Cost $67.06 Unrealized +13.8%
APACHE CORP 0.3%
Value ($000) $591 Shares 9,794 Est. Cost $89.38 Unrealized
SENIOR HSG PPTYS TR 0.3%
Value ($000) $585 Shares 26,350 Est. Cost $22.20 Unrealized
DJP BARCLAYS BK PLC 0.3%
Value ($000) $579 Shares 20,865 Est. Cost $27.75 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $572 Shares 9,180 Est. Cost $48.12 Unrealized -5.3%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $572 Shares 14,521 Est. Cost $38.42 Unrealized
ABM ABM INDS INC 0.3%
Value ($000) $562 Shares 17,650 Est. Cost $20.85 Unrealized +16.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $560 Shares 7,175 Est. Cost $58.10 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $557 Shares 7,086 Est. Cost $44.76 Unrealized +10.0%
SPMD SPDR SERIES TRUST 0.3%
Value ($000) $553 Shares 6,326 Est. Cost $82.55 Unrealized
ISHARES GOLD TRUST 0.3%
Value ($000) $553 Shares 48,260 Est. Cost $12.09 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $550 Shares 12,584 Est. Cost $25.91 Unrealized +15.0%
DUFF & PHELPS GLB UTL INC FD 0.3%
Value ($000) $543 Shares 27,491 Est. Cost $21.98 Unrealized
ELV ANTHEM INC 0.3%
Value ($000) $525 Shares 3,401 Est. Cost $105.54 Unrealized +15.6%
ANADARKO PETE CORP 0.3%
Value ($000) $523 Shares 6,310 Est. Cost $101.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $523 Shares 10,763 Est. Cost $26.97 Unrealized +2.4%
SO SOUTHERN CO 0.3%
Value ($000) $512 Shares 11,572 Est. Cost $24.78 Unrealized +20.9%
MSFT MICROSOFT CORP 0.3%
Value ($000) $511 Shares 12,558 Est. Cost $30.59 Unrealized +21.7%
MONSANTO CO NEW 0.3%
Value ($000) $502 Shares 4,460 Est. Cost $116.16 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $500 Shares 6,896 Est. Cost $56.32 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $499 Shares 4,473 Est. Cost $107.56 Unrealized
RGA REINSURANCE GROUP AMER INC 0.3%
Value ($000) $498 Shares 5,339 Est. Cost $86.29 Unrealized +2.4%
IWB ISHARES TR 0.3%
Value ($000) $496 Shares 4,283 Est. Cost $103.15 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $483 Shares 21,149 Est. Cost $22.65 Unrealized
PUTNAM PREMIER INCOME TR 0.3%
Value ($000) $478 Shares 90,690 Est. Cost $5.44 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $477 Shares 4,891 Est. Cost $70.04 Unrealized +3.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $459 Shares 9,172 Est. Cost $17.30 Unrealized +51.4%
IWF ISHARES TR 0.2%
Value ($000) $457 Shares 4,619 Est. Cost $86.10 Unrealized
BAKER HUGHES INC 0.2%
Value ($000) $435 Shares 6,848 Est. Cost $65.13 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $415 Shares 18,260 Est. Cost $32.97 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $406 Shares 7,150 Est. Cost $18.71 Unrealized +13.1%
WISCONSIN ENERGY CORP 0.2%
Value ($000) $405 Shares 8,190 Est. Cost $41.45 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $402 Shares 2,608 Est. Cost $116.55 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $397 Shares 5,557 Est. Cost $65.02 Unrealized
CERNER CORP 0.2%
Value ($000) $397 Shares 5,419 Est. Cost $57.73 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $396 Shares 1,829 Est. Cost $9.86 Unrealized +36.3%
ALCOA INC 0.2%
Value ($000) $396 Shares 30,660 Est. Cost $16.09 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $392 Shares 10,396 Est. Cost $27.57 Unrealized +7.2%
POWERSHARES ETF TRUST 0.2%
Value ($000) $387 Shares 7,842 Est. Cost $43.23 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $385 Shares 3,391 Est. Cost $110.28 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $380 Shares 4,859 Est. Cost $76.50 Unrealized -7.2%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $379 Shares 12,543 Est. Cost $30.22 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $379 Shares 3,734 Est. Cost $105.42 Unrealized
SIGMA ALDRICH CORP 0.2%
Value ($000) $379 Shares 2,739 Est. Cost $94.94 Unrealized
MALLINCKRODT PUB LTD CO 0.2%
Value ($000) $372 Shares 2,938 Est. Cost $92.79 Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $369 Shares 12,012 Est. Cost $30.73 Unrealized
BCE BCE INC 0.2%
Value ($000) $364 Shares 8,595 Est. Cost $21.72 Unrealized +8.9%
DE DEERE & CO 0.2%
Value ($000) $362 Shares 4,130 Est. Cost $67.50 Unrealized +8.2%
GME GAMESTOP CORP NEW 0.2%
Value ($000) $354 Shares 9,316 Est. Cost $7.13 Unrealized -1.7%
DOW CHEM CO 0.2%
Value ($000) $352 Shares 7,337 Est. Cost $46.52 Unrealized
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $347 Shares 7,533 Est. Cost $34.45 Unrealized +29.4%
ISHARES 0.2%
Value ($000) $344 Shares 46,550 Est. Cost $7.45 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $344 Shares 3,965 Est. Cost $75.25 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $344 Shares 6,241 Est. Cost $50.78 Unrealized
DST SYS INC DEL 0.2%
Value ($000) $335 Shares 3,027 Est. Cost $95.68 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $332 Shares 6,695 Est. Cost $49.11 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $327 Shares 5,866 Est. Cost $52.33 Unrealized
BLACKROCK MUN 2020 TERM TR 0.2%
Value ($000) $327 Shares 19,783 Est. Cost $16.36 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $327 Shares 4,679 Est. Cost $49.10 Unrealized +16.6%
SUNEDISON INC 0.2%
Value ($000) $326 Shares 13,574 Est. Cost $24.02 Unrealized
CASS CASS INFORMATION SYS INC 0.2%
Value ($000) $318 Shares 5,661 Est. Cost $32.63 Unrealized -9.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $312 Shares 12,943 Est. Cost $21.90 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $307 Shares 16,224 Est. Cost $30.35 Unrealized -41.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $303 Shares 11,020 Est. Cost $17.01 Unrealized +18.2%
SPECTRA ENERGY CORP 0.2%
Value ($000) $303 Shares 8,387 Est. Cost $36.41 Unrealized
OLN OLIN CORP 0.2%
Value ($000) $302 Shares 9,427 Est. Cost $19.44 Unrealized 0.0%
ENERGIZER HLDGS INC 0.2%
Value ($000) $298 Shares 2,159 Est. Cost $122.84 Unrealized
DOX AMDOCS LTD 0.2%
Value ($000) $298 Shares 5,480 Est. Cost $38.50 Unrealized +7.4%
UIS UNISYS CORP 0.2%
Value ($000) $297 Shares 12,775 Est. Cost $28.02 Unrealized -13.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $296 Shares 7,135 Est. Cost $41.33 Unrealized
DOL WISDOMTREE TR 0.2%
Value ($000) $290 Shares 5,944 Est. Cost $51.99 Unrealized
SMBC SOUTHERN MO BANCORP INC 0.2%
Value ($000) $288 Shares 15,267 Est. Cost $14.85 Unrealized +5.1%
HD HOME DEPOT INC 0.2%
Value ($000) $286 Shares 2,517 Est. Cost $60.11 Unrealized +42.0%
SF STIFEL FINL CORP 0.2%
Value ($000) $285 Shares 5,105 Est. Cost $27.89 Unrealized +10.0%
HALYARD HEALTH INC 0.1%
Value ($000) $283 Shares 5,751 Est. Cost $45.45 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $279 Shares 2,200 Est. Cost $81.40 Unrealized +9.7%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $278 Shares 3,560 Est. Cost $72.84 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $273 Shares 4,239 Est. Cost $43.45 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $273 Shares 5,042 Est. Cost $42.98 Unrealized 0.0%
RENTECH NITROGEN PARTNERS L 0.1%
Value ($000) $271 Shares 18,025 Est. Cost $15.03 Unrealized
PFF ISHARES 0.1%
Value ($000) $271 Shares 6,760 Est. Cost $39.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $265 Shares 1,838 Est. Cost $133.82 Unrealized +10.0%
ESE ESCO TECHNOLOGIES INC 0.1%
Value ($000) $262 Shares 6,732 Est. Cost $33.24 Unrealized +7.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $261 Shares 3,760 Est. Cost $53.04 Unrealized -2.6%
PANERA BREAD CO 0.1%
Value ($000) $258 Shares 1,613 Est. Cost $163.13 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $249 Shares 2,434 Est. Cost $108.19 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $242 Shares 2,231 Est. Cost $61.80 Unrealized +48.6%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $241 Shares 10,765 Est. Cost $26.99 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $236 Shares 1,939 Est. Cost $116.88 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.1%
Value ($000) $234 Shares 43,450 Est. Cost $5.84 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $233 Shares 5,000 Est. Cost $28.53 Unrealized +15.5%
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $232 Shares 14,050 Est. Cost $17.49 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $232 Shares 5,484 Est. Cost $24.93 Unrealized -1.3%
NVS NOVARTIS A G 0.1%
Value ($000) $232 Shares 2,350 Est. Cost $90.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $232 Shares 1,445 Est. Cost $96.47 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $225 Shares 2,079 Est. Cost $78.95 Unrealized +6.4%
IWN ISHARES TR 0.1%
Value ($000) $224 Shares 2,167 Est. Cost $101.82 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $222 Shares 4,760 Est. Cost $46.64 Unrealized
BEN FRANKLIN RES INC 0.1%
Value ($000) $221 Shares 4,299 Est. Cost $33.59 Unrealized -3.9%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $219 Shares 9,639 Est. Cost $25.99 Unrealized
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $218 Shares 30,370 Est. Cost $7.90 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $212 Shares 23,480 Est. Cost $9.73 Unrealized
AMERICAN RAILCAR INDS INC 0.1%
Value ($000) $209 Shares 4,211 Est. Cost $49.63 Unrealized
GOLDCORP INC NEW 0.1%
Value ($000) $207 Shares 11,400 Est. Cost $21.64 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $207 Shares 2,010 Est. Cost $101.99 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $201 Shares 7,825 Est. Cost $24.43 Unrealized -4.7%
THIRD PT REINS LTD 0.1%
Value ($000) $160 Shares 11,325 Est. Cost $14.13 Unrealized
ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $138 Shares 14,650 Est. Cost $15.51 Unrealized
DAKOTA PLAINS HLDGS INC 0.1%
Value ($000) $123 Shares 66,400 Est. Cost $2.06 Unrealized
MFS INTER INCOME TR 0.1%
Value ($000) $99 Shares 20,240 Est. Cost $4.94 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $97 Shares 11,540 Est. Cost $9.27 Unrealized
S&W SEED CO 0.0%
Value ($000) $56 Shares 12,100 Est. Cost $6.94 Unrealized
FORBES ENERGY SVCS LTD 0.0%
Value ($000) $40 Shares 38,090 Est. Cost $3.38 Unrealized