FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 25, 2019

Total Value ($000): $628,488 (100.0% shares, 0.0% debt)

Holdings (202)

FELE FRANKLIN ELECTRIC CO INC COM 3.7%
Value ($000) $22,942 Shares 483,000 Est. Cost $37.19 Unrealized +18.7%
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 2.8%
Value ($000) $17,383 Shares 109,009 Est. Cost $108.96 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 2.4%
Value ($000) $14,960 Shares 66,113 Est. Cost $139.18 Unrealized
VGT VANGUARD INFO TECH ETF 2.3%
Value ($000) $14,726 Shares 69,832 Est. Cost $146.50 Unrealized
AAPL APPLE COMPUTER INC COM 2.2%
Value ($000) $14,028 Shares 70,878 Est. Cost $32.58 Unrealized +43.1%
SYK STRYKER CORP COM 1.9%
Value ($000) $11,783 Shares 57,317 Est. Cost $101.14 Unrealized +75.8%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 1.7%
Value ($000) $10,793 Shares 100,115 Est. Cost $101.89 Unrealized
VNQ VANGUARD REIT INDEX ETF 1.7%
Value ($000) $10,764 Shares 123,161 Est. Cost $72.34 Unrealized
MSFT MICROSOFT CORPORATION COM 1.6%
Value ($000) $10,325 Shares 77,074 Est. Cost $46.26 Unrealized +158.3%
MDY S&P 400 MID-CAP ETF SPDR 1.5%
Value ($000) $9,527 Shares 26,868 Est. Cost $210.09 Unrealized
FRME FIRST MERCHANTS CORP COM 1.5%
Value ($000) $9,469 Shares 249,907 Est. Cost $29.91 Unrealized -2.4%
V VISA COM 1.5%
Value ($000) $9,279 Shares 53,464 Est. Cost $96.55 Unrealized +61.9%
UNITED TECHNOLOGIES CORP COM 1.4%
Value ($000) $8,885 Shares 68,239 Est. Cost $108.38 Unrealized
IJR S&P SMALL CAP 600 CORE ETF ISHARES 1.4%
Value ($000) $8,846 Shares 113,010 Est. Cost $79.87 Unrealized
JPM J P MORGAN CHASE & CO COM 1.4%
Value ($000) $8,519 Shares 76,193 Est. Cost $68.41 Unrealized +34.5%
ABT ABBOTT LABS COM 1.2%
Value ($000) $7,678 Shares 91,297 Est. Cost $37.69 Unrealized +86.3%
PEP PEPSICO INC COM 1.2%
Value ($000) $7,577 Shares 57,778 Est. Cost $71.93 Unrealized +45.6%
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $7,439 Shares 53,412 Est. Cost $80.16 Unrealized +43.2%
CSCO CISCO SYSTEMS COM 1.2%
Value ($000) $7,237 Shares 132,271 Est. Cost $19.30 Unrealized +134.1%
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 1.1%
Value ($000) $7,120 Shares 39,021 Est. Cost $116.66 Unrealized
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $6,610 Shares 60,289 Est. Cost $63.22 Unrealized +43.2%
ACN ACCENTURE PLC ADR 1.0%
Value ($000) $6,464 Shares 34,985 Est. Cost $72.10 Unrealized +127.0%
ADP AUTOMATIC DATA PROCESSING COM 1.0%
Value ($000) $6,350 Shares 38,412 Est. Cost $48.27 Unrealized +192.1%
VEU VANGUARD FTSE ALL WRLD EX US ETF 1.0%
Value ($000) $6,237 Shares 122,317 Est. Cost $47.76 Unrealized
TROW T. ROWE PRICE GROUP INC COM 1.0%
Value ($000) $6,220 Shares 56,697 Est. Cost $56.86 Unrealized +41.5%
CVX CHEVRON CORP COM 1.0%
Value ($000) $6,167 Shares 49,551 Est. Cost $75.22 Unrealized +20.0%
IWR RUSSELL MID CAP INDEX ISHARES ETF 1.0%
Value ($000) $6,108 Shares 109,353 Est. Cost $79.96 Unrealized
LOW LOWE'S COMPANIES INC COM 1.0%
Value ($000) $6,096 Shares 60,416 Est. Cost $62.35 Unrealized +49.9%
CMI CUMMINS INC COM 1.0%
Value ($000) $6,012 Shares 35,089 Est. Cost $128.43 Unrealized +7.6%
HARRIS CORP DEL COM 1.0%
Value ($000) $5,999 Shares 31,719 Est. Cost $61.76 Unrealized
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $5,962 Shares 23,661 Est. Cost $100.30 Unrealized +109.1%
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.9%
Value ($000) $5,718 Shares 38,472 Est. Cost $108.43 Unrealized
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $5,700 Shares 32,647 Est. Cost $76.59 Unrealized +81.0%
LLY LILLY ELI & CO COM 0.9%
Value ($000) $5,649 Shares 50,991 Est. Cost $67.07 Unrealized +61.0%
COST COSTCO COMPANIES INC COM 0.9%
Value ($000) $5,631 Shares 21,310 Est. Cost $132.73 Unrealized +70.7%
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $5,623 Shares 98,426 Est. Cost $29.25 Unrealized +36.9%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $5,561 Shares 22,790 Est. Cost $175.67 Unrealized +22.7%
BB & T CORPORATION COM 0.9%
Value ($000) $5,454 Shares 111,031 Est. Cost $40.27 Unrealized
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $5,422 Shares 34,612 Est. Cost $141.32 Unrealized
VFC VF CORP COM 0.9%
Value ($000) $5,419 Shares 62,035 Est. Cost $54.86 Unrealized +57.0%
WMT WAL MART STORES INC COM 0.9%
Value ($000) $5,412 Shares 48,982 Est. Cost $21.74 Unrealized +44.0%
HD HOME DEPOT INC COM 0.9%
Value ($000) $5,351 Shares 25,733 Est. Cost $155.64 Unrealized +8.9%
SPY S&P 500 ETF SPDR 0.8%
Value ($000) $5,003 Shares 17,077 Est. Cost $253.96 Unrealized
XILINX INC COM 0.8%
Value ($000) $4,960 Shares 42,061 Est. Cost $57.38 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $4,742 Shares 109,485 Est. Cost $21.22 Unrealized +37.7%
ORCL ORACLE CORP COM 0.7%
Value ($000) $4,612 Shares 80,962 Est. Cost $33.65 Unrealized +46.1%
VO VANGUARD MID-CAP INDEX ETF 0.7%
Value ($000) $4,588 Shares 27,445 Est. Cost $147.62 Unrealized
LNT ALLIANT CORP COM 0.7%
Value ($000) $4,575 Shares 93,198 Est. Cost $26.25 Unrealized +47.7%
CB CHUBB LIMITED ADR 0.7%
Value ($000) $4,549 Shares 30,886 Est. Cost $101.58 Unrealized +27.4%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.7%
Value ($000) $4,523 Shares 29,089 Est. Cost $136.18 Unrealized
CMCSA COMCAST CORP CLASS A COM 0.7%
Value ($000) $4,507 Shares 106,632 Est. Cost $30.69 Unrealized +15.8%
DIS DISNEY WALT COMPANY COM 0.7%
Value ($000) $4,489 Shares 32,146 Est. Cost $96.96 Unrealized +32.0%
SJM THE J.M. SMUCKER COMPANY COM 0.7%
Value ($000) $4,463 Shares 38,742 Est. Cost $77.71 Unrealized +26.6%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $4,441 Shares 57,951 Est. Cost $54.11 Unrealized +5.1%
CNI CANADIAN NATIONAL RAILWAY ADR 0.7%
Value ($000) $4,204 Shares 45,456 Est. Cost $69.28 Unrealized +17.0%
AMGN AMGEN INC COM 0.7%
Value ($000) $4,149 Shares 22,512 Est. Cost $144.94 Unrealized +0.9%
NTRS NORTHERN TR CORP COM 0.7%
Value ($000) $4,108 Shares 45,648 Est. Cost $48.08 Unrealized +56.0%
AMP AMERIPRISE FINANCIAL COM 0.6%
Value ($000) $4,075 Shares 28,071 Est. Cost $87.17 Unrealized +47.2%
TRV TRAVELERS INC COM 0.6%
Value ($000) $4,058 Shares 27,142 Est. Cost $93.06 Unrealized +34.3%
JKHY JACK HENRY & ASSOCIATES COM 0.6%
Value ($000) $4,019 Shares 30,009 Est. Cost $48.79 Unrealized +161.8%
OMC OMNICOM GROUP INC COM 0.6%
Value ($000) $3,941 Shares 48,091 Est. Cost $51.76 Unrealized +19.7%
INTC INTEL CORP COM 0.6%
Value ($000) $3,898 Shares 81,464 Est. Cost $26.94 Unrealized +60.0%
BALL BALL CORP COM 0.6%
Value ($000) $3,838 Shares 54,837 Est. Cost $28.45 Unrealized +102.4%
GOOGL ALPHABET CL A COM 0.6%
Value ($000) $3,809 Shares 3,518 Est. Cost $50.98 Unrealized +12.7%
MDT MEDTRONIC INCORPORATED ADR 0.6%
Value ($000) $3,697 Shares 37,957 Est. Cost $61.80 Unrealized +23.3%
AVGO BROADCOM INC NPV COM 0.6%
Value ($000) $3,568 Shares 12,397 Est. Cost $22.05 Unrealized +10.6%
XLRE REAL ESTATE SELECT SEC ETF 0.6%
Value ($000) $3,507 Shares 95,379 Est. Cost $36.34 Unrealized
CHKP CHECKPOINT SOFTWARE TECH ADR 0.5%
Value ($000) $3,403 Shares 29,440 Est. Cost $94.86 Unrealized +24.5%
MMM 3M COMPANY COM 0.5%
Value ($000) $3,325 Shares 19,184 Est. Cost $93.12 Unrealized +29.5%
BLACKROCK INC COM 0.5%
Value ($000) $3,296 Shares 7,025 Est. Cost $436.62 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $3,277 Shares 15,999 Est. Cost $26.55 Unrealized +57.4%
FLIR CORPORATION COM 0.5%
Value ($000) $3,271 Shares 60,465 Est. Cost $31.84 Unrealized
HRL HORMEL FOODS CORP COM 0.5%
Value ($000) $3,160 Shares 77,926 Est. Cost $26.71 Unrealized +27.0%
UNP UNION PAC CORP COM 0.5%
Value ($000) $3,096 Shares 18,309 Est. Cost $82.36 Unrealized +79.4%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $3,021 Shares 57,134 Est. Cost $39.91 Unrealized +21.9%
VLO VALERO ENERGY NEW COM 0.5%
Value ($000) $3,011 Shares 35,172 Est. Cost $55.67 Unrealized +13.2%
CTSH COGNIZANT TECHNOLOGY COM 0.5%
Value ($000) $2,954 Shares 46,594 Est. Cost $66.16 Unrealized -10.2%
ABBV ABBVIE INC COM 0.5%
Value ($000) $2,920 Shares 40,161 Est. Cost $41.34 Unrealized +43.6%
CAT CATERPILLAR INC. COM 0.4%
Value ($000) $2,804 Shares 20,577 Est. Cost $93.82 Unrealized +22.2%
PEOPLE'S UNITED FINANCIAL COM 0.4%
Value ($000) $2,793 Shares 166,539 Est. Cost $15.99 Unrealized
BND VANGUARD TOTAL BOND MKT INDXETF 0.4%
Value ($000) $2,758 Shares 33,200 Est. Cost $80.88 Unrealized
DHR DANAHER CORP COM 0.4%
Value ($000) $2,739 Shares 19,164 Est. Cost $45.67 Unrealized +151.7%
T AT&T INC COM 0.4%
Value ($000) $2,726 Shares 81,364 Est. Cost $12.86 Unrealized +17.3%
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value ($000) $2,680 Shares 14,508 Est. Cost $48.81 Unrealized +23.9%
WFC WELLS FARGO & CO COM 0.4%
Value ($000) $2,679 Shares 56,636 Est. Cost $41.74 Unrealized -6.4%
KMB KIMBERLY CLARK CORP COM 0.4%
Value ($000) $2,569 Shares 19,278 Est. Cost $71.53 Unrealized +42.9%
CCL CARNIVAL CORP COM 0.4%
Value ($000) $2,525 Shares 54,252 Est. Cost $55.71 Unrealized -9.7%
CERNER CORP COM 0.4%
Value ($000) $2,513 Shares 34,297 Est. Cost $58.68 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $2,444 Shares 34,098 Est. Cost $51.90 Unrealized +17.2%
GLW CORNING INC COM 0.4%
Value ($000) $2,444 Shares 73,567 Est. Cost $17.01 Unrealized +56.5%
GGG GRACO INC COM 0.4%
Value ($000) $2,429 Shares 48,393 Est. Cost $35.49 Unrealized +30.5%
IWD RUSSELL 1000 VALUE ETF ISHARES 0.4%
Value ($000) $2,416 Shares 18,992 Est. Cost $103.45 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.4%
Value ($000) $2,379 Shares 40,662 Est. Cost $49.59 Unrealized
GPC GENUINE PARTS CO COM 0.4%
Value ($000) $2,348 Shares 22,670 Est. Cost $65.38 Unrealized +30.7%
BAX BAXTER INTERNATIONAL INC COM 0.4%
Value ($000) $2,347 Shares 28,665 Est. Cost $42.80 Unrealized +60.0%
IVE S&P 500 VALUE ETF ISHARES 0.4%
Value ($000) $2,315 Shares 19,856 Est. Cost $94.38 Unrealized
VEA VANGUARD FTSE DEV MARKET ETF 0.4%
Value ($000) $2,304 Shares 55,252 Est. Cost $43.38 Unrealized
APH AMPHENOL CORPORATION COM 0.4%
Value ($000) $2,279 Shares 23,760 Est. Cost $16.29 Unrealized +38.6%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2,217 Shares 26,450 Est. Cost $46.91 Unrealized +44.8%
LINDE PLC COM 0.3%
Value ($000) $2,180 Shares 10,859 Est. Cost $180.91 Unrealized
CFR CULLEN FROST BANKERS COM 0.3%
Value ($000) $2,097 Shares 22,393 Est. Cost $77.24 Unrealized +3.3%
MCHP MICROCHIP TECHNOLOGY COM 0.3%
Value ($000) $2,043 Shares 23,560 Est. Cost $14.59 Unrealized +168.7%
VOO VANGUARD I S&P 500 COM 0.3%
Value ($000) $1,949 Shares 7,241 Est. Cost $242.38 Unrealized
LAM RESEARCH CORP COM 0.3%
Value ($000) $1,938 Shares 10,315 Est. Cost $146.59 Unrealized
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.3%
Value ($000) $1,902 Shares 32,757 Est. Cost $50.09 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.3%
Value ($000) $1,894 Shares 44,550 Est. Cost $43.77 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $1,888 Shares 34,447 Est. Cost $34.95 Unrealized +26.1%
BRO BROWN & BROWN INC COM 0.3%
Value ($000) $1,796 Shares 53,597 Est. Cost $20.15 Unrealized +50.1%
CVS CVS CORPORATION DELAWARE COM 0.3%
Value ($000) $1,784 Shares 32,745 Est. Cost $57.52 Unrealized -24.2%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.3%
Value ($000) $1,767 Shares 8,290 Est. Cost $184.04 Unrealized +12.4%
EOG EOG RESOURCES INC COM 0.3%
Value ($000) $1,744 Shares 18,726 Est. Cost $73.79 Unrealized -4.7%
ORLY O'REILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $1,719 Shares 4,654 Est. Cost $15.13 Unrealized +67.5%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,665 Shares 17,797 Est. Cost $64.24 Unrealized +6.6%
SYY SYSCO CORP COM 0.3%
Value ($000) $1,662 Shares 23,508 Est. Cost $24.40 Unrealized +144.0%
BRK/A BERKSHIRE HATHAWAY CL A COM 0.3%
Value ($000) $1,592 Shares 5 Est. Cost $265381.90 Unrealized +17.2%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,526 Shares 22,884 Est. Cost $47.64 Unrealized +20.6%
ECL ECOLAB INC COM 0.2%
Value ($000) $1,483 Shares 7,513 Est. Cost $75.57 Unrealized +129.2%
NUE NUCOR CORP COM 0.2%
Value ($000) $1,454 Shares 26,380 Est. Cost $43.55 Unrealized +9.8%
COR AMERISOURCE-BERGEN CORP COM 0.2%
Value ($000) $1,387 Shares 16,276 Est. Cost $56.19 Unrealized +12.4%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,384 Shares 6,663 Est. Cost $131.81 Unrealized +28.8%
IBB NASDAQ BIOTECH INDEX ETF 0.2%
Value ($000) $1,361 Shares 12,471 Est. Cost $135.62 Unrealized
VV VANGUARD I LARGE CAP ETF 0.2%
Value ($000) $1,361 Shares 10,105 Est. Cost $116.12 Unrealized
FDX FEDEX CORPORATION COM 0.2%
Value ($000) $1,327 Shares 8,085 Est. Cost $180.86 Unrealized -14.4%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $1,285 Shares 32,346 Est. Cost $54.36 Unrealized -38.1%
USB US BANCORP DEL COM 0.2%
Value ($000) $1,274 Shares 24,306 Est. Cost $28.14 Unrealized +38.4%
D DOMINION RESOURCES INC NEW COM 0.2%
Value ($000) $1,241 Shares 16,052 Est. Cost $53.32 Unrealized +6.6%
MDU MDU RES GROUP INC COM 0.2%
Value ($000) $1,221 Shares 47,335 Est. Cost $6.89 Unrealized +16.0%
EFA MSCI EAFE ETF ISHARES 0.2%
Value ($000) $1,157 Shares 17,605 Est. Cost $64.72 Unrealized
FTV FORTIVE CORP COM 0.2%
Value ($000) $1,142 Shares 14,007 Est. Cost $32.86 Unrealized +53.7%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $1,120 Shares 18,366 Est. Cost $38.75 Unrealized +27.1%
KO COCA COLA CO COM 0.2%
Value ($000) $1,091 Shares 21,434 Est. Cost $30.65 Unrealized +30.3%
NFLX NETFLIX INC COM 0.2%
Value ($000) $1,067 Shares 2,905 Est. Cost $10.52 Unrealized +242.8%
VTR VENTAS COM REIT 0.2%
Value ($000) $1,059 Shares 15,500 Est. Cost $47.09 Unrealized +3.7%
APACHE CORP COM 0.2%
Value ($000) $1,021 Shares 35,276 Est. Cost $37.64 Unrealized
ALC ALCON INC ORD SHS 0.2%
Value ($000) $1,013 Shares 16,321 Est. Cost $57.87 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.2%
Value ($000) $991 Shares 12,699 Est. Cost $36.06 Unrealized
EG EVEREST GROUP LTD COM 0.2%
Value ($000) $962 Shares 3,893 Est. Cost $142.38 Unrealized +46.6%
IVV S&P 500 INDEX I SHARES 0.2%
Value ($000) $944 Shares 3,204 Est. Cost $245.17 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $888 Shares 9,724 Est. Cost $86.13 Unrealized
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $868 Shares 4,469 Est. Cost $176.02 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $839 Shares 2,304 Est. Cost $135.11 Unrealized +164.4%
DCI DONALDSON INC COM 0.1%
Value ($000) $807 Shares 15,875 Est. Cost $30.07 Unrealized +51.8%
GOOG ALPHABET INC CL C COM 0.1%
Value ($000) $791 Shares 732 Est. Cost $47.92 Unrealized +19.5%
IEMG MSCI EMERGING MKTS CORE ISHARES 0.1%
Value ($000) $777 Shares 15,105 Est. Cost $53.01 Unrealized
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value ($000) $772 Shares 6,510 Est. Cost $107.99 Unrealized
REET ISHARES TR GLOBAL REIT ETF 0.1%
Value ($000) $756 Shares 28,350 Est. Cost $25.83 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $752 Shares 12,240 Est. Cost $64.34 Unrealized
CINF CINCINNATI FINANC CORP OHIO COM 0.1%
Value ($000) $729 Shares 7,029 Est. Cost $59.00 Unrealized +37.1%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $724 Shares 4,410 Est. Cost $2.13 Unrealized +92.9%
UPS UNITED PARCEL SERVICE COM 0.1%
Value ($000) $675 Shares 6,537 Est. Cost $72.66 Unrealized +10.3%
CASY CASEY'S GENERAL STORE COM 0.1%
Value ($000) $670 Shares 4,295 Est. Cost $101.09 Unrealized +29.2%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $665 Shares 5,797 Est. Cost $72.60 Unrealized +27.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $617 Shares 44,596 Est. Cost $6.66 Unrealized +47.8%
XLV HEALTHCARE SECTOR ETF SPDR 0.1%
Value ($000) $611 Shares 6,598 Est. Cost $63.40 Unrealized
LNC LINCOLN NATL CORP IND COM 0.1%
Value ($000) $607 Shares 9,420 Est. Cost $49.94 Unrealized -6.2%
AMZN AMAZON INC COM 0.1%
Value ($000) $565 Shares 298 Est. Cost $78.01 Unrealized +19.4%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $535 Shares 4,913 Est. Cost $12.08 Unrealized +54.2%
ELV ANTHEM INC COM 0.1%
Value ($000) $527 Shares 1,868 Est. Cost $215.01 Unrealized +16.2%
DD DUPONT DE NUMOURS INC COM 0.1%
Value ($000) $523 Shares 6,964 Est. Cost $27.24 Unrealized 0.0%
NKE NIKE INC CL B COM 0.1%
Value ($000) $519 Shares 6,184 Est. Cost $51.56 Unrealized +49.5%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $516 Shares 2,526 Est. Cost $168.17 Unrealized 0.0%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.1%
Value ($000) $485 Shares 2,036 Est. Cost $147.23 Unrealized +18.1%
RPV INVESCO EX S&P 500 PURE VALUE 0.1%
Value ($000) $461 Shares 7,098 Est. Cost $63.13 Unrealized
SPSB BARCLAYS SHORT TERM CORP ETF 0.1%
Value ($000) $448 Shares 14,550 Est. Cost $30.68 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value ($000) $436 Shares 8,219 Est. Cost $50.52 Unrealized
EEMV ISHARES INC MIN VOL EMRG MKT 0.1%
Value ($000) $424 Shares 7,200 Est. Cost $58.42 Unrealized
UNILEVER NV NY SHARE F NEW ADR 0.1%
Value ($000) $410 Shares 6,750 Est. Cost $58.98 Unrealized
DRI DARDEN RESTAURANTS COM 0.1%
Value ($000) $409 Shares 3,360 Est. Cost $66.77 Unrealized +48.3%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $396 Shares 1,348 Est. Cost $214.76 Unrealized +26.0%
CME CME GROUP COM 0.1%
Value ($000) $390 Shares 2,008 Est. Cost $101.88 Unrealized +41.8%
HAL HALLIBURTON COMPANY COM 0.1%
Value ($000) $389 Shares 17,138 Est. Cost $29.63 Unrealized -23.4%
RSG REPUBLIC SERVICES INC COM 0.1%
Value ($000) $386 Shares 4,450 Est. Cost $63.45 Unrealized +18.9%
WALGREEN BOOTS ALLIANCE INC COM 0.1%
Value ($000) $357 Shares 6,534 Est. Cost $74.16 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $353 Shares 4,500 Est. Cost $69.74 Unrealized -16.5%
DEO DIAGEO PLC SPONSORED ADR 0.1%
Value ($000) $345 Shares 2,000 Est. Cost $132.04 Unrealized
URTH ISHARES IN MSCI WORLD ETF 0.1%
Value ($000) $345 Shares 3,784 Est. Cost $91.17 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $340 Shares 4,049 Est. Cost $42.89 Unrealized +44.9%
MINT PIMCO ENHANCED SHORT MAT ETF 0.1%
Value ($000) $333 Shares 3,275 Est. Cost $101.73 Unrealized
SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF 0.1%
Value ($000) $333 Shares 10,200 Est. Cost $35.65 Unrealized
EWJ ISHARES IN MSCI JAPAN EFT NEW 0.1%
Value ($000) $332 Shares 6,067 Est. Cost $54.72 Unrealized
ADBE ADOBE SYSTEMS INC COM 0.1%
Value ($000) $324 Shares 1,100 Est. Cost $172.79 Unrealized +60.7%
PLOW DOUGLAS DYNAMICS COM 0.0%
Value ($000) $308 Shares 7,750 Est. Cost $34.13 Unrealized +11.5%
AWK AMERICAN WATER CO INC COM 0.0%
Value ($000) $307 Shares 2,647 Est. Cost $97.49 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value ($000) $305 Shares 1,500 Est. Cost $140.26 Unrealized +14.6%
BIV VANGUARD INTERMEDIATE-TERM 0.0%
Value ($000) $298 Shares 3,444 Est. Cost $84.49 Unrealized
INTF ISHARES MSCI MULTIFACTOR USA 0.0%
Value ($000) $289 Shares 11,025 Est. Cost $26.32 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $286 Shares 29,000 Est. Cost $17.92 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $264 Shares 5,000 Est. Cost $51.80 Unrealized +9.9%
DOW DOW INCORPORATED COM 0.0%
Value ($000) $264 Shares 5,364 Est. Cost $36.37 Unrealized 0.0%
PFXF VANECK VECTORS ETF TR PFD SECS EX FINL 0.0%
Value ($000) $261 Shares 13,200 Est. Cost $20.06 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $261 Shares 2,578 Est. Cost $92.63 Unrealized 0.0%
XLY CONSUMER DISCRETION SECTOR ETF 0.0%
Value ($000) $259 Shares 2,174 Est. Cost $110.03 Unrealized
PYPL PAYPAL HOLDINGS COM 0.0%
Value ($000) $247 Shares 2,156 Est. Cost $95.62 Unrealized +15.6%
BSV VANGUARD S/T BOND INDEX ETF 0.0%
Value ($000) $245 Shares 3,040 Est. Cost $79.85 Unrealized
VTI US TOTAL STOCK MARKET INDEX ETF VANGUARD 0.0%
Value ($000) $241 Shares 1,609 Est. Cost $140.79 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $239 Shares 4,250 Est. Cost $55.12 Unrealized
WELL WELLTOWER INC REIT 0.0%
Value ($000) $232 Shares 2,840 Est. Cost $60.30 Unrealized +6.1%
EFAV ISHARES TR MIN VOL EAFE ETF 0.0%
Value ($000) $218 Shares 3,000 Est. Cost $71.08 Unrealized
MDLZ MONDELEZ INTL INC COM 0.0%
Value ($000) $217 Shares 4,020 Est. Cost $44.10 Unrealized 0.0%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.0%
Value ($000) $206 Shares 3,900 Est. Cost $51.02 Unrealized
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $206 Shares 2,297 Est. Cost $87.66 Unrealized
FXI ISHARES TR INDEX FTSE XNHUA IDX 0.0%
Value ($000) $205 Shares 4,800 Est. Cost $44.17 Unrealized