SMITH, MOORE & CO. Diversified Active

CIK: 0000200724 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 31, 2015

Total Value ($000): $196,801 (100.0% shares, 0.0% debt)

Holdings (171)

VTI VANGUARD INDEX FDS 11.8%
Value ($000) $23,251 Shares 217,259 Est. Cost $96.68 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 9.0%
Value ($000) $17,630 Shares 64,529 Est. Cost $246.19 Unrealized
IVE ISHARES TR 6.3%
Value ($000) $12,346 Shares 133,893 Est. Cost $86.09 Unrealized
IJR ISHARES TR 5.6%
Value ($000) $10,945 Shares 92,845 Est. Cost $109.27 Unrealized
IVV ISHARES TR 5.2%
Value ($000) $10,227 Shares 49,354 Est. Cost $187.33 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 4.9%
Value ($000) $9,603 Shares 242,192 Est. Cost $41.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.5%
Value ($000) $4,959 Shares 121,314 Est. Cost $41.25 Unrealized
RWR SPDR SERIES TRUST 2.3%
Value ($000) $4,612 Shares 54,661 Est. Cost $73.91 Unrealized
DLS WISDOMTREE TR 1.8%
Value ($000) $3,506 Shares 58,107 Est. Cost $62.40 Unrealized
IWC ISHARES 1.6%
Value ($000) $3,228 Shares 39,595 Est. Cost $74.99 Unrealized
DIM WISDOMTREE TR 1.5%
Value ($000) $2,928 Shares 49,542 Est. Cost $58.92 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $2,895 Shares 14,065 Est. Cost $188.72 Unrealized
GLD SPDR GOLD TRUST 1.3%
Value ($000) $2,612 Shares 23,245 Est. Cost $116.40 Unrealized
SLV ISHARES SILVER TRUST 1.3%
Value ($000) $2,461 Shares 163,764 Est. Cost $17.12 Unrealized
EFA ISHARES TR 1.2%
Value ($000) $2,411 Shares 37,980 Est. Cost $66.79 Unrealized
IWM ISHARES TR 1.2%
Value ($000) $2,398 Shares 19,204 Est. Cost $116.69 Unrealized
DGS WISDOMTREE TR 1.2%
Value ($000) $2,329 Shares 53,666 Est. Cost $45.68 Unrealized
EEM ISHARES TR 1.1%
Value ($000) $2,238 Shares 56,476 Est. Cost $41.48 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,821 Shares 21,883 Est. Cost $57.26 Unrealized -5.2%
MARKET VECTORS ETF TR 0.9%
Value ($000) $1,744 Shares 98,185 Est. Cost $19.83 Unrealized
T AT&T INC 0.8%
Value ($000) $1,650 Shares 46,454 Est. Cost $11.26 Unrealized +8.5%
BLACK DIAMOND INC 0.8%
Value ($000) $1,635 Shares 176,924 Est. Cost $9.66 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $1,614 Shares 14,144 Est. Cost $81.54 Unrealized +22.6%
IGE ISHARES TR 0.8%
Value ($000) $1,490 Shares 41,078 Est. Cost $43.10 Unrealized
POWERSHARES ETF TRUST II 0.6%
Value ($000) $1,226 Shares 53,679 Est. Cost $24.33 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $1,223 Shares 24,920 Est. Cost $34.11 Unrealized +15.3%
MARKET VECTORS ETF TR 0.6%
Value ($000) $1,133 Shares 46,896 Est. Cost $27.59 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $1,088 Shares 8,671 Est. Cost $22.29 Unrealized +28.1%
ABBV ABBVIE INC 0.5%
Value ($000) $1,068 Shares 15,898 Est. Cost $31.72 Unrealized +33.5%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,050 Shares 13,422 Est. Cost $58.77 Unrealized +2.0%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,046 Shares 11,400 Est. Cost $65.15 Unrealized +13.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,039 Shares 10,657 Est. Cost $70.76 Unrealized +5.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $960 Shares 9,947 Est. Cost $75.19 Unrealized -11.6%
LACLEDE GROUP INC 0.5%
Value ($000) $928 Shares 17,833 Est. Cost $46.23 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $926 Shares 15,879 Est. Cost $58.46 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $922 Shares 9,877 Est. Cost $60.50 Unrealized +14.6%
GYLD ARROW ETF TR 0.5%
Value ($000) $889 Shares 38,654 Est. Cost $26.30 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $830 Shares 31,245 Est. Cost $26.95 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $745 Shares 18,990 Est. Cost $27.23 Unrealized +6.6%
GLOBAL X FDS 0.4%
Value ($000) $743 Shares 52,464 Est. Cost $15.93 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $736 Shares 9,246 Est. Cost $79.87 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.4%
Value ($000) $733 Shares 37,089 Est. Cost $20.46 Unrealized
ALPS ETF TR 0.4%
Value ($000) $728 Shares 46,771 Est. Cost $17.81 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $722 Shares 7,004 Est. Cost $94.56 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $720 Shares 12,984 Est. Cost $47.54 Unrealized -7.0%
PFE PFIZER INC 0.4%
Value ($000) $719 Shares 21,453 Est. Cost $17.88 Unrealized +16.2%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $716 Shares 8,312 Est. Cost $72.56 Unrealized -8.0%
WMT WAL-MART STORES INC 0.4%
Value ($000) $702 Shares 9,903 Est. Cost $20.36 Unrealized +2.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $700 Shares 10,703 Est. Cost $49.29 Unrealized +7.5%
ISHARES GOLD TRUST 0.3%
Value ($000) $659 Shares 58,103 Est. Cost $11.97 Unrealized
MMM 3M CO 0.3%
Value ($000) $645 Shares 4,181 Est. Cost $77.56 Unrealized +22.3%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $614 Shares 12,632 Est. Cost $39.02 Unrealized +9.6%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $610 Shares 7,225 Est. Cost $76.27 Unrealized
DJP BARCLAYS BK PLC 0.3%
Value ($000) $606 Shares 20,865 Est. Cost $27.75 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $599 Shares 10,754 Est. Cost $33.12 Unrealized +17.1%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $598 Shares 5,645 Est. Cost $67.21 Unrealized +12.8%
MSFT MICROSOFT CORP 0.3%
Value ($000) $593 Shares 13,438 Est. Cost $31.16 Unrealized +26.1%
PSX PHILLIPS 66 0.3%
Value ($000) $579 Shares 7,186 Est. Cost $44.88 Unrealized +19.6%
ELV ANTHEM INC 0.3%
Value ($000) $568 Shares 3,460 Est. Cost $106.09 Unrealized +29.6%
APACHE CORP 0.3%
Value ($000) $564 Shares 9,794 Est. Cost $89.38 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $556 Shares 14,521 Est. Cost $38.42 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $555 Shares 5,100 Est. Cost $107.71 Unrealized
SPMD SPDR SERIES TRUST 0.3%
Value ($000) $552 Shares 6,326 Est. Cost $82.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $552 Shares 11,834 Est. Cost $27.09 Unrealized +4.6%
USB US BANCORP DEL 0.3%
Value ($000) $546 Shares 12,584 Est. Cost $25.91 Unrealized +15.4%
ABM ABM INDS INC 0.3%
Value ($000) $537 Shares 16,350 Est. Cost $20.85 Unrealized +25.7%
SO SOUTHERN CO 0.3%
Value ($000) $537 Shares 12,827 Est. Cost $25.07 Unrealized +10.8%
SJM SMUCKER J M CO 0.3%
Value ($000) $536 Shares 4,944 Est. Cost $75.28 Unrealized +12.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $532 Shares 7,175 Est. Cost $58.10 Unrealized +1.2%
RGA REINSURANCE GROUP AMER INC 0.3%
Value ($000) $529 Shares 5,574 Est. Cost $86.61 Unrealized +8.6%
PUTNAM PREMIER INCOME TR 0.3%
Value ($000) $525 Shares 102,990 Est. Cost $5.40 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $517 Shares 8,425 Est. Cost $48.12 Unrealized -3.6%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $513 Shares 6,896 Est. Cost $56.32 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $497 Shares 4,283 Est. Cost $103.15 Unrealized
ANADARKO PETE CORP 0.3%
Value ($000) $493 Shares 6,310 Est. Cost $101.43 Unrealized
MONSANTO CO NEW 0.2%
Value ($000) $491 Shares 4,602 Est. Cost $115.86 Unrealized
DUFF & PHELPS GLB UTL INC FD 0.2%
Value ($000) $487 Shares 27,500 Est. Cost $21.98 Unrealized
BA BOEING CO 0.2%
Value ($000) $481 Shares 3,465 Est. Cost $128.84 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $468 Shares 20,584 Est. Cost $22.65 Unrealized
SUNEDISON INC 0.2%
Value ($000) $455 Shares 15,218 Est. Cost $24.65 Unrealized
SINCLAIR BROADCAST GROUP INC 0.2%
Value ($000) $454 Shares 16,275 Est. Cost $27.90 Unrealized
GME GAMESTOP CORP NEW 0.2%
Value ($000) $454 Shares 10,573 Est. Cost $7.20 Unrealized +7.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $449 Shares 4,723 Est. Cost $70.04 Unrealized +5.9%
SENIOR HSG PPTYS TR 0.2%
Value ($000) $437 Shares 24,875 Est. Cost $22.20 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $434 Shares 1,919 Est. Cost $10.09 Unrealized +46.9%
BAKER HUGHES INC 0.2%
Value ($000) $423 Shares 6,848 Est. Cost $65.13 Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $418 Shares 13,670 Est. Cost $30.71 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $414 Shares 4,140 Est. Cost $104.89 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $414 Shares 2,608 Est. Cost $116.55 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $410 Shares 8,386 Est. Cost $17.30 Unrealized +46.0%
DST SYS INC DEL 0.2%
Value ($000) $402 Shares 3,194 Est. Cost $97.26 Unrealized
HRL HORMEL FOODS CORP 0.2%
Value ($000) $399 Shares 7,085 Est. Cost $18.71 Unrealized +17.6%
CERNER CORP 0.2%
Value ($000) $394 Shares 5,711 Est. Cost $58.30 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $384 Shares 4,935 Est. Cost $76.37 Unrealized -10.9%
SIGMA ALDRICH CORP 0.2%
Value ($000) $382 Shares 2,739 Est. Cost $94.94 Unrealized
DOW CHEM CO 0.2%
Value ($000) $382 Shares 7,463 Est. Cost $46.60 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $381 Shares 7,842 Est. Cost $43.23 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $378 Shares 8,407 Est. Cost $33.96 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $378 Shares 5,914 Est. Cost $64.95 Unrealized
PFF ISHARES 0.2%
Value ($000) $377 Shares 9,635 Est. Cost $39.67 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $375 Shares 10,398 Est. Cost $27.57 Unrealized +2.6%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $374 Shares 4,201 Est. Cost $76.03 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $374 Shares 3,336 Est. Cost $110.28 Unrealized
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $372 Shares 7,650 Est. Cost $34.64 Unrealized +34.9%
MALLINCKRODT PUB LTD CO 0.2%
Value ($000) $365 Shares 3,097 Est. Cost $94.08 Unrealized
CALM CAL MAINE FOODS INC 0.2%
Value ($000) $363 Shares 6,956 Est. Cost $35.66 Unrealized 0.0%
BCE BCE INC 0.2%
Value ($000) $361 Shares 8,495 Est. Cost $21.72 Unrealized +8.6%
IWF ISHARES TR 0.2%
Value ($000) $361 Shares 3,642 Est. Cost $86.10 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $357 Shares 6,241 Est. Cost $50.78 Unrealized
UIS UNISYS CORP 0.2%
Value ($000) $345 Shares 17,275 Est. Cost $26.32 Unrealized -18.3%
ALCOA INC 0.2%
Value ($000) $342 Shares 30,660 Est. Cost $16.09 Unrealized
MED MEDIFAST INC 0.2%
Value ($000) $342 Shares 10,597 Est. Cost $23.43 Unrealized +2.5%
ISHARES 0.2%
Value ($000) $332 Shares 46,550 Est. Cost $7.45 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $330 Shares 6,695 Est. Cost $49.11 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $330 Shares 10,814 Est. Cost $30.22 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $330 Shares 7,055 Est. Cost $25.23 Unrealized +4.1%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $323 Shares 4,993 Est. Cost $49.69 Unrealized +17.4%
PANERA BREAD CO 0.2%
Value ($000) $320 Shares 1,829 Est. Cost $164.53 Unrealized
DOX AMDOCS LTD 0.2%
Value ($000) $319 Shares 5,851 Est. Cost $38.92 Unrealized +16.1%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $316 Shares 12,943 Est. Cost $21.90 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $316 Shares 7,635 Est. Cost $41.33 Unrealized
SF STIFEL FINL CORP 0.2%
Value ($000) $316 Shares 5,469 Est. Cost $28.21 Unrealized +16.0%
SMBC SOUTHERN MO BANCORP INC 0.2%
Value ($000) $310 Shares 16,466 Est. Cost $14.92 Unrealized +6.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $310 Shares 11,273 Est. Cost $17.09 Unrealized +20.7%
CASS CASS INFORMATION SYS INC 0.2%
Value ($000) $307 Shares 5,452 Est. Cost $32.63 Unrealized -4.3%
BLACKROCK MUN 2020 TERM TR 0.2%
Value ($000) $306 Shares 19,783 Est. Cost $16.36 Unrealized
EPC EDGEWELL PERS CARE CO 0.2%
Value ($000) $303 Shares 2,305 Est. Cost $93.45 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $300 Shares 16,094 Est. Cost $30.35 Unrealized -39.1%
HD HOME DEPOT INC 0.1%
Value ($000) $291 Shares 2,617 Est. Cost $61.14 Unrealized +42.5%
RENTECH NITROGEN PARTNERS L 0.1%
Value ($000) $288 Shares 20,107 Est. Cost $14.96 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $286 Shares 9,416 Est. Cost $25.10 Unrealized 0.0%
DOL WISDOMTREE TR 0.1%
Value ($000) $284 Shares 5,944 Est. Cost $51.99 Unrealized
ADVISORSHARES TR 0.1%
Value ($000) $283 Shares 6,980 Est. Cost $40.54 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $282 Shares 4,240 Est. Cost $43.45 Unrealized +5.9%
AMERICAN RAILCAR INDS INC 0.1%
Value ($000) $279 Shares 5,745 Est. Cost $49.35 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $278 Shares 1,965 Est. Cost $110.30 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $276 Shares 3,619 Est. Cost $72.90 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $275 Shares 2,200 Est. Cost $81.40 Unrealized +12.2%
OLN OLIN CORP 0.1%
Value ($000) $274 Shares 10,164 Est. Cost $19.60 Unrealized +10.5%
SPECTRA ENERGY CORP 0.1%
Value ($000) $274 Shares 8,401 Est. Cost $36.41 Unrealized
ESE ESCO TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 7,337 Est. Cost $33.47 Unrealized +7.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $263 Shares 4,191 Est. Cost $52.76 Unrealized -4.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $257 Shares 1,888 Est. Cost $134.05 Unrealized +6.4%
ABERDEEN ASIA PACIFIC INCOM 0.1%
Value ($000) $255 Shares 51,450 Est. Cost $5.70 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $252 Shares 15,300 Est. Cost $17.41 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $251 Shares 2,954 Est. Cost $84.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $243 Shares 8,136 Est. Cost $29.87 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $241 Shares 5,207 Est. Cost $42.92 Unrealized -4.7%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $239 Shares 5,025 Est. Cost $28.53 Unrealized +17.6%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $234 Shares 2,564 Est. Cost $107.33 Unrealized
NVS NOVARTIS A G 0.1%
Value ($000) $231 Shares 2,350 Est. Cost $90.76 Unrealized
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $230 Shares 32,678 Est. Cost $7.83 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $230 Shares 2,411 Est. Cost $63.31 Unrealized +29.5%
SHAW COMMUNICATIONS INC 0.1%
Value ($000) $222 Shares 10,190 Est. Cost $26.99 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $218 Shares 4,760 Est. Cost $46.64 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $215 Shares 1,854 Est. Cost $116.88 Unrealized
BEN FRANKLIN RES INC 0.1%
Value ($000) $211 Shares 4,299 Est. Cost $33.59 Unrealized -6.9%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $206 Shares 9,639 Est. Cost $25.99 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $204 Shares 8,025 Est. Cost $24.38 Unrealized -7.6%
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $202 Shares 23,480 Est. Cost $9.73 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $201 Shares 2,359 Est. Cost $85.21 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $200 Shares 1,156 Est. Cost $171.73 Unrealized +9.4%
THIRD PT REINS LTD 0.1%
Value ($000) $167 Shares 11,325 Est. Cost $14.13 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $162 Shares 10,800 Est. Cost $8.75 Unrealized 0.0%
ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $142 Shares 14,650 Est. Cost $15.51 Unrealized
RENTECH INC 0.1%
Value ($000) $125 Shares 117,000 Est. Cost $1.07 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $99 Shares 11,540 Est. Cost $9.27 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $84 Shares 18,240 Est. Cost $4.94 Unrealized
DAKOTA PLAINS HLDGS INC 0.0%
Value ($000) $79 Shares 66,400 Est. Cost $2.06 Unrealized
S&W SEED CO 0.0%
Value ($000) $59 Shares 12,100 Est. Cost $6.94 Unrealized
FORBES ENERGY SVCS LTD 0.0%
Value ($000) $53 Shares 38,090 Est. Cost $3.38 Unrealized