Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 22, 2013

Total Value ($000): $862,868 (100.0% shares, 0.0% debt)

Holdings (264)

XOM Exxon Mobil Corp 3.1%
Value ($000) $26,452 Shares 292,772 Est. Cost $53.69 Unrealized 0.0%
General Electric Corporation 2.5%
Value ($000) $21,948 Shares 946,438 Est. Cost $23.19 Unrealized
PEP Pepsico Inc 2.4%
Value ($000) $20,508 Shares 250,740 Est. Cost $56.00 Unrealized 0.0%
JNJ Johnson & Johnson Co. 2.3%
Value ($000) $20,043 Shares 233,434 Est. Cost $59.66 Unrealized 0.0%
IBM International Business Machine 2.3%
Value ($000) $19,492 Shares 101,993 Est. Cost $118.94 Unrealized 0.0%
Express Scripts Holding Co. 2.1%
Value ($000) $18,133 Shares 293,702 Est. Cost $61.74 Unrealized
KO Coca Cola Company 2.0%
Value ($000) $17,680 Shares 440,800 Est. Cost $27.85 Unrealized 0.0%
CVX Chevron Corp 1.8%
Value ($000) $15,959 Shares 134,857 Est. Cost $71.30 Unrealized 0.0%
IJR iShares Core S&P SmallCap 1.8%
Value ($000) $15,903 Shares 176,095 Est. Cost $90.31 Unrealized
ORCL Oracle Systems Corporation 1.8%
Value ($000) $15,376 Shares 500,687 Est. Cost $27.58 Unrealized 0.0%
ECL Ecolab Inc. 1.7%
Value ($000) $14,574 Shares 171,075 Est. Cost $73.48 Unrealized 0.0%
UNP Union Pacific Corp 1.7%
Value ($000) $14,492 Shares 93,932 Est. Cost $57.06 Unrealized 0.0%
ACN Accenture PLC 1.6%
Value ($000) $13,889 Shares 193,009 Est. Cost $63.81 Unrealized 0.0%
PM Philip Morris International, I 1.5%
Value ($000) $13,189 Shares 152,268 Est. Cost $49.85 Unrealized 0.0%
DIS Walt Disney Co. 1.5%
Value ($000) $12,878 Shares 203,924 Est. Cost $56.11 Unrealized 0.0%
HON Honeywell International 1.4%
Value ($000) $12,198 Shares 153,749 Est. Cost $53.13 Unrealized 0.0%
NSRGY Nestle SA-Sponsored ADR 1.3%
Value ($000) $11,578 Shares 176,004 Est. Cost $65.78 Unrealized
EFA iShares Tr MSCI EAFE Index 1.3%
Value ($000) $11,146 Shares 194,514 Est. Cost $57.30 Unrealized
ABT Abbott Laboratories 1.2%
Value ($000) $10,463 Shares 299,982 Est. Cost $28.85 Unrealized 0.0%
EMC Corporation 1.2%
Value ($000) $10,424 Shares 441,304 Est. Cost $23.62 Unrealized
IJH iShares Core S&P MidCap 1.2%
Value ($000) $10,375 Shares 89,826 Est. Cost $115.50 Unrealized
Walgreen Co. 1.2%
Value ($000) $10,353 Shares 234,225 Est. Cost $44.20 Unrealized
Vodafone Group PLC New 1.2%
Value ($000) $10,155 Shares 353,296 Est. Cost $28.74 Unrealized
3M Company 1.2%
Value ($000) $10,086 Shares 92,240 Est. Cost $109.35 Unrealized
MSFT Microsoft Corp 1.1%
Value ($000) $9,442 Shares 273,339 Est. Cost $26.70 Unrealized 0.0%
United Technologies Corp 1.1%
Value ($000) $9,377 Shares 100,895 Est. Cost $92.94 Unrealized
ITW Illinois Tool Works Inc. 1.1%
Value ($000) $9,223 Shares 133,334 Est. Cost $49.85 Unrealized 0.0%
PFE Pfizer, Inc 1.0%
Value ($000) $8,814 Shares 314,664 Est. Cost $16.46 Unrealized 0.0%
PETsMART, Inc. 1.0%
Value ($000) $8,702 Shares 129,905 Est. Cost $66.99 Unrealized
CHD Church & Dwight Company, Inc. 0.9%
Value ($000) $8,191 Shares 132,740 Est. Cost $26.18 Unrealized 0.0%
WMT Wal-Mart Stores, Inc. 0.9%
Value ($000) $8,127 Shares 109,098 Est. Cost $19.98 Unrealized 0.0%
EBAY Ebay Inc. 0.9%
Value ($000) $8,038 Shares 155,419 Est. Cost $20.18 Unrealized 0.0%
SYK Stryker Corporation 0.9%
Value ($000) $8,021 Shares 124,010 Est. Cost $56.92 Unrealized 0.0%
LKQ LKQ Corporation 0.9%
Value ($000) $7,867 Shares 305,509 Est. Cost $21.42 Unrealized 0.0%
INTC Intel Corporation 0.9%
Value ($000) $7,863 Shares 324,504 Est. Cost $17.18 Unrealized 0.0%
Johnson Controls, Inc. 0.9%
Value ($000) $7,774 Shares 217,224 Est. Cost $35.79 Unrealized
SPY SPDR S&P 500 ETF Trust 0.9%
Value ($000) $7,760 Shares 48,376 Est. Cost $160.41 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.9%
Value ($000) $7,475 Shares 169,037 Est. Cost $44.22 Unrealized
QCOM Qualcomm Inc. 0.8%
Value ($000) $7,324 Shares 119,885 Est. Cost $45.06 Unrealized 0.0%
SBUX Starbucks Corp 0.8%
Value ($000) $6,926 Shares 105,720 Est. Cost $24.37 Unrealized 0.0%
PG Procter & Gamble Co 0.7%
Value ($000) $6,434 Shares 83,571 Est. Cost $55.00 Unrealized 0.0%
GILD Gilead Sciences, Inc. 0.7%
Value ($000) $6,343 Shares 123,725 Est. Cost $36.21 Unrealized 0.0%
Google Inc Cl A 0.7%
Value ($000) $6,340 Shares 7,201 Est. Cost $880.43 Unrealized
AAPL Apple Computer Inc. 0.7%
Value ($000) $6,310 Shares 15,913 Est. Cost $13.16 Unrealized 0.0%
MCK McKesson Corporation 0.7%
Value ($000) $5,914 Shares 51,650 Est. Cost $101.46 Unrealized 0.0%
JPMorgan Chase & Co Alerian ML 0.7%
Value ($000) $5,863 Shares 125,717 Est. Cost $46.64 Unrealized
C.R. Bard, Inc. 0.7%
Value ($000) $5,801 Shares 53,379 Est. Cost $108.68 Unrealized
Kellogg Company 0.7%
Value ($000) $5,785 Shares 90,060 Est. Cost $38.95 Unrealized 0.0%
KSS Kohls Corp 0.7%
Value ($000) $5,757 Shares 113,968 Est. Cost $49.51 Unrealized 0.0%
JPM J P Morgan Chase & Co 0.7%
Value ($000) $5,756 Shares 109,028 Est. Cost $36.24 Unrealized 0.0%
Continental Resources, Inc. 0.7%
Value ($000) $5,653 Shares 65,690 Est. Cost $86.06 Unrealized
Stericycle Inc. 0.7%
Value ($000) $5,643 Shares 51,100 Est. Cost $110.43 Unrealized
SYY Sysco Corporation 0.6%
Value ($000) $5,604 Shares 164,060 Est. Cost $24.40 Unrealized 0.0%
AMZN Amazon.com, Inc. 0.6%
Value ($000) $5,501 Shares 19,811 Est. Cost $13.32 Unrealized 0.0%
WFC Wells Fargo & Co. 0.6%
Value ($000) $5,410 Shares 131,080 Est. Cost $27.36 Unrealized 0.0%
GWW Grainger WW Inc 0.6%
Value ($000) $5,213 Shares 20,672 Est. Cost $201.89 Unrealized 0.0%
Regeneron Pharmaceuticals, Inc 0.6%
Value ($000) $5,210 Shares 23,168 Est. Cost $224.88 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.6%
Value ($000) $5,162 Shares 60,990 Est. Cost $79.76 Unrealized 0.0%
CTSH Cognizant Technology Solutions 0.6%
Value ($000) $5,065 Shares 80,853 Est. Cost $29.46 Unrealized 0.0%
IntercontinentalExchange Inc. 0.6%
Value ($000) $4,904 Shares 27,587 Est. Cost $177.76 Unrealized
NVS Novartis AG 0.6%
Value ($000) $4,891 Shares 69,174 Est. Cost $70.71 Unrealized
APH Amphenol Corp CL A 0.6%
Value ($000) $4,865 Shares 62,419 Est. Cost $8.50 Unrealized 0.0%
MDY SPDR S&P Midcap 400 ETF TR 0.6%
Value ($000) $4,859 Shares 23,128 Est. Cost $210.09 Unrealized
EEM iShares MSCI Emerging Markets 0.5%
Value ($000) $4,702 Shares 122,129 Est. Cost $38.50 Unrealized
IGSB iShares Tr Barclays 1-3 Year 0.5%
Value ($000) $4,633 Shares 44,114 Est. Cost $105.02 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $4,582 Shares 63,943 Est. Cost $52.90 Unrealized 0.0%
NTRS Northern Trust Corp 0.5%
Value ($000) $4,504 Shares 77,790 Est. Cost $40.35 Unrealized 0.0%
Jacobs Engineering Group Inc 0.5%
Value ($000) $4,457 Shares 80,840 Est. Cost $55.13 Unrealized
Towers Watson & Company 0.5%
Value ($000) $4,076 Shares 49,745 Est. Cost $81.94 Unrealized
Praxair Inc 0.5%
Value ($000) $4,017 Shares 34,878 Est. Cost $115.17 Unrealized
MCD McDonalds Corp 0.5%
Value ($000) $3,980 Shares 40,198 Est. Cost $71.80 Unrealized 0.0%
ABBV AbbVie Inc. 0.5%
Value ($000) $3,947 Shares 95,487 Est. Cost $26.55 Unrealized 0.0%
COST Costco Wholesale Corp. 0.4%
Value ($000) $3,799 Shares 34,360 Est. Cost $86.56 Unrealized 0.0%
MRK Merck & Co., Inc. 0.4%
Value ($000) $3,784 Shares 81,458 Est. Cost $30.02 Unrealized 0.0%
T AT&T Inc. 0.4%
Value ($000) $3,561 Shares 100,581 Est. Cost $11.40 Unrealized 0.0%
AGG iShares Core Total US Bond Mar 0.4%
Value ($000) $3,415 Shares 31,856 Est. Cost $107.20 Unrealized
OXY Occidental Petroleum Corp 0.4%
Value ($000) $3,376 Shares 37,830 Est. Cost $57.83 Unrealized 0.0%
OMC Omnicom Group Inc. 0.4%
Value ($000) $3,217 Shares 51,167 Est. Cost $40.69 Unrealized 0.0%
TIP iShares Barclays US TIPS Fund 0.3%
Value ($000) $2,939 Shares 26,238 Est. Cost $112.01 Unrealized
MUB iShares S&P National AMT-Free 0.3%
Value ($000) $2,930 Shares 27,895 Est. Cost $105.04 Unrealized
GLD SPDR Gold Trust 0.3%
Value ($000) $2,880 Shares 24,180 Est. Cost $119.11 Unrealized
DJP iPATH Dow Jones UBS Commodity 0.3%
Value ($000) $2,860 Shares 78,377 Est. Cost $36.49 Unrealized
IBB iShares Nasdaq Biotechnology I 0.3%
Value ($000) $2,806 Shares 16,137 Est. Cost $173.89 Unrealized
Tyco International Ltd. 0.3%
Value ($000) $2,805 Shares 85,114 Est. Cost $32.96 Unrealized
TGT Target Corp 0.3%
Value ($000) $2,798 Shares 40,639 Est. Cost $47.95 Unrealized 0.0%
Perrigo Co. 0.3%
Value ($000) $2,751 Shares 22,732 Est. Cost $121.02 Unrealized
MET MetLife, Inc. 0.3%
Value ($000) $2,739 Shares 59,851 Est. Cost $24.43 Unrealized 0.0%
DHR Danaher Corporation 0.3%
Value ($000) $2,721 Shares 42,980 Est. Cost $25.01 Unrealized 0.0%
GIS General Mills Inc. 0.3%
Value ($000) $2,715 Shares 55,954 Est. Cost $31.98 Unrealized 0.0%
BND Vanguard Total Bond Market Fun 0.3%
Value ($000) $2,684 Shares 33,189 Est. Cost $80.87 Unrealized
A Agilent Technologies Inc. 0.3%
Value ($000) $2,624 Shares 61,370 Est. Cost $27.97 Unrealized 0.0%
Blackrock Inc 0.3%
Value ($000) $2,563 Shares 9,980 Est. Cost $256.81 Unrealized
SPDR Barclays Capital High Yie 0.3%
Value ($000) $2,501 Shares 63,339 Est. Cost $39.49 Unrealized
Viacom Inc. Class B New 0.3%
Value ($000) $2,348 Shares 34,512 Est. Cost $68.03 Unrealized
Plum Creek Timber Company, Inc 0.3%
Value ($000) $2,213 Shares 47,415 Est. Cost $46.67 Unrealized
MDLZ Mondelez Int'l Inc/Frmrly Kraf 0.3%
Value ($000) $2,205 Shares 77,304 Est. Cost $23.16 Unrealized 0.0%
CMI Cummins Inc. 0.3%
Value ($000) $2,182 Shares 20,115 Est. Cost $81.53 Unrealized 0.0%
FISV Fiserv Inc. 0.3%
Value ($000) $2,175 Shares 24,880 Est. Cost $21.93 Unrealized 0.0%
EMB iShares JPMorgan Emerg Mrkts B 0.3%
Value ($000) $2,164 Shares 19,760 Est. Cost $109.51 Unrealized
ADP Automatic Data Processing 0.2%
Value ($000) $2,076 Shares 30,155 Est. Cost $45.09 Unrealized 0.0%
EMR Emerson Electric Co. 0.2%
Value ($000) $2,056 Shares 37,705 Est. Cost $40.02 Unrealized 0.0%
SJNK SPDR Barclays Capital Short Te 0.2%
Value ($000) $2,046 Shares 67,800 Est. Cost $30.18 Unrealized
TJX TJX Companies Inc. 0.2%
Value ($000) $2,044 Shares 40,823 Est. Cost $20.82 Unrealized 0.0%
APD Air Products & Chemicals Inc. 0.2%
Value ($000) $2,031 Shares 22,185 Est. Cost $61.55 Unrealized 0.0%
ADT Corporation 0.2%
Value ($000) $2,012 Shares 50,489 Est. Cost $39.85 Unrealized
VTI Vanguard Total Stock Market VI 0.2%
Value ($000) $1,979 Shares 23,944 Est. Cost $82.65 Unrealized
V Visa Inc. 0.2%
Value ($000) $1,975 Shares 10,805 Est. Cost $40.02 Unrealized 0.0%
TSCO Tractor Supply Company 0.2%
Value ($000) $1,966 Shares 16,725 Est. Cost $9.30 Unrealized 0.0%
Kraft Foods Group, Inc. 0.2%
Value ($000) $1,964 Shares 35,149 Est. Cost $55.88 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $1,803 Shares 35,818 Est. Cost $27.04 Unrealized 0.0%
TEVA Teva Pharmaceutical Inds Ltd A 0.2%
Value ($000) $1,798 Shares 45,866 Est. Cost $39.20 Unrealized
UnitedHealth Group, Inc. 0.2%
Value ($000) $1,779 Shares 27,169 Est. Cost $65.48 Unrealized
Isle of Capri Casinos, Inc. 0.2%
Value ($000) $1,762 Shares 234,883 Est. Cost $7.50 Unrealized
Allergan, Inc. 0.2%
Value ($000) $1,718 Shares 20,389 Est. Cost $84.26 Unrealized
Encana Corporation 0.2%
Value ($000) $1,656 Shares 97,770 Est. Cost $16.94 Unrealized
MA MasterCard, Inc. 0.2%
Value ($000) $1,643 Shares 2,860 Est. Cost $51.54 Unrealized 0.0%
CSCO Cisco Systems Inc. 0.2%
Value ($000) $1,622 Shares 66,670 Est. Cost $15.24 Unrealized 0.0%
IEF iShares Barclays 7-10 Year Tre 0.2%
Value ($000) $1,589 Shares 15,500 Est. Cost $102.52 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1,559 Shares 16,640 Est. Cost $93.69 Unrealized
CRM Salesforce Com Inc. 0.2%
Value ($000) $1,515 Shares 39,688 Est. Cost $40.78 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.2%
Value ($000) $1,506 Shares 22,417 Est. Cost $11.84 Unrealized 0.0%
NKE Nike Inc 0.2%
Value ($000) $1,478 Shares 23,206 Est. Cost $26.53 Unrealized 0.0%
IGIB iShares Tr Barclays Interm 0.2%
Value ($000) $1,477 Shares 13,709 Est. Cost $107.74 Unrealized
SHW Sherwin Williams Co 0.2%
Value ($000) $1,430 Shares 8,100 Est. Cost $53.48 Unrealized 0.0%
IEO iShares Dow Jones US Oil & Gas 0.2%
Value ($000) $1,427 Shares 19,925 Est. Cost $71.62 Unrealized
Beam, Inc. 0.2%
Value ($000) $1,418 Shares 22,475 Est. Cost $63.09 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $1,396 Shares 34,120 Est. Cost $32.16 Unrealized 0.0%
E I DuPont De Nemours & Co 0.2%
Value ($000) $1,394 Shares 26,548 Est. Cost $52.51 Unrealized
PrivateBancorp, Inc. 0.2%
Value ($000) $1,385 Shares 65,232 Est. Cost $21.23 Unrealized
VNQ Vanguard REIT 0.2%
Value ($000) $1,375 Shares 20,005 Est. Cost $68.73 Unrealized
NEE Nextera Energy, Inc. 0.2%
Value ($000) $1,371 Shares 16,830 Est. Cost $14.15 Unrealized 0.0%
CL Colgate Palmolive Company 0.2%
Value ($000) $1,352 Shares 23,592 Est. Cost $44.38 Unrealized 0.0%
Endocyte Inc. 0.2%
Value ($000) $1,339 Shares 102,000 Est. Cost $13.13 Unrealized
HSY Hershey Company 0.2%
Value ($000) $1,318 Shares 14,760 Est. Cost $65.69 Unrealized 0.0%
D Dominion Resources 0.1%
Value ($000) $1,292 Shares 22,739 Est. Cost $34.53 Unrealized 0.0%
IWR iShares Russell Midcap Index F 0.1%
Value ($000) $1,278 Shares 9,840 Est. Cost $129.88 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $1,260 Shares 12,975 Est. Cost $63.06 Unrealized 0.0%
SO Southern Company 0.1%
Value ($000) $1,256 Shares 28,461 Est. Cost $26.74 Unrealized 0.0%
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $1,221 Shares 19,141 Est. Cost $63.79 Unrealized
Seadrill Ltd. 0.1%
Value ($000) $1,155 Shares 28,361 Est. Cost $40.72 Unrealized
CBOE Holdings, Inc. 0.1%
Value ($000) $1,151 Shares 24,675 Est. Cost $46.65 Unrealized
HMS Holdings Corporation 0.1%
Value ($000) $1,129 Shares 48,466 Est. Cost $23.29 Unrealized
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,125 Shares 28,178 Est. Cost $31.19 Unrealized 0.0%
CVS CVS Caremark Corp 0.1%
Value ($000) $1,104 Shares 19,307 Est. Cost $41.44 Unrealized 0.0%
ROP Roper Industries Inc New 0.1%
Value ($000) $1,073 Shares 8,635 Est. Cost $113.55 Unrealized 0.0%
Bed Bath & Beyond, Inc. 0.1%
Value ($000) $1,034 Shares 14,575 Est. Cost $70.94 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,012 Shares 22,635 Est. Cost $28.67 Unrealized 0.0%
VTIP Vanguard Short-Term Inflation 0.1%
Value ($000) $1,007 Shares 20,500 Est. Cost $49.12 Unrealized
Actavis Inc/Frmrly Watson Phar 0.1%
Value ($000) $997 Shares 7,900 Est. Cost $126.20 Unrealized
Vectren Corporation 0.1%
Value ($000) $962 Shares 28,425 Est. Cost $33.84 Unrealized
META Facebook, Inc. 0.1%
Value ($000) $960 Shares 38,600 Est. Cost $25.44 Unrealized 0.0%
Yahoo Inc. 0.1%
Value ($000) $947 Shares 37,700 Est. Cost $25.12 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $909 Shares 21,800 Est. Cost $33.21 Unrealized 0.0%
Health Care REIT, Inc. 0.1%
Value ($000) $903 Shares 13,470 Est. Cost $67.04 Unrealized
USB US Bancorp Del New 0.1%
Value ($000) $899 Shares 24,863 Est. Cost $22.41 Unrealized 0.0%
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $898 Shares 31,122 Est. Cost $28.85 Unrealized
Royal Dutch Shell PLC ADR CL B 0.1%
Value ($000) $896 Shares 13,522 Est. Cost $66.26 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $877 Shares 11,235 Est. Cost $54.12 Unrealized 0.0%
IVV iShares S&P 500 Index Fund 0.1%
Value ($000) $876 Shares 5,446 Est. Cost $160.85 Unrealized
Iron Mountain Inc. 0.1%
Value ($000) $848 Shares 31,850 Est. Cost $26.62 Unrealized
SPG Simon Property Group Inc. 0.1%
Value ($000) $848 Shares 5,370 Est. Cost $88.80 Unrealized 0.0%
Ace Ltd Switzerland 0.1%
Value ($000) $840 Shares 9,390 Est. Cost $89.46 Unrealized
EWC iShares MSCI Canada Index 0.1%
Value ($000) $837 Shares 32,000 Est. Cost $26.16 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $790 Shares 9,194 Est. Cost $85.93 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $787 Shares 10,159 Est. Cost $56.05 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $782 Shares 13,279 Est. Cost $40.44 Unrealized 0.0%
MAT Mattel Inc. 0.1%
Value ($000) $763 Shares 16,850 Est. Cost $44.76 Unrealized 0.0%
IEZ iShares Dow Jones US Oil Equip 0.1%
Value ($000) $745 Shares 13,148 Est. Cost $56.66 Unrealized
CMS CMS Energy Corporation 0.1%
Value ($000) $744 Shares 27,375 Est. Cost $19.06 Unrealized 0.0%
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $744 Shares 17,821 Est. Cost $15.62 Unrealized 0.0%
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $733 Shares 17,480 Est. Cost $41.93 Unrealized
LMT Lockheed Martin Corpration 0.1%
Value ($000) $723 Shares 6,665 Est. Cost $71.65 Unrealized 0.0%
AME AMETEK, Inc. 0.1%
Value ($000) $719 Shares 16,990 Est. Cost $38.40 Unrealized 0.0%
AMGN Amgen, Inc. 0.1%
Value ($000) $707 Shares 7,165 Est. Cost $73.34 Unrealized 0.0%
ITC Holdings Corporation 0.1%
Value ($000) $706 Shares 7,735 Est. Cost $91.27 Unrealized
Dunkin' Brands Group, Inc. 0.1%
Value ($000) $686 Shares 16,025 Est. Cost $42.81 Unrealized
FBIN Fortune Brands Home & Security 0.1%
Value ($000) $686 Shares 17,700 Est. Cost $27.93 Unrealized 0.0%
ALL Allstate Corp 0.1%
Value ($000) $686 Shares 14,262 Est. Cost $37.12 Unrealized 0.0%
Chicago Bridge & Iron Company 0.1%
Value ($000) $673 Shares 11,280 Est. Cost $59.66 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $665 Shares 8,066 Est. Cost $61.55 Unrealized 0.0%
LEG Leggett & Platt Inc Com 0.1%
Value ($000) $662 Shares 21,300 Est. Cost $32.56 Unrealized 0.0%
WGL Holdings, Inc. 0.1%
Value ($000) $655 Shares 15,145 Est. Cost $43.25 Unrealized
Mid-America Apartment Communit 0.1%
Value ($000) $647 Shares 9,550 Est. Cost $67.75 Unrealized
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $638 Shares 17,125 Est. Cost $13.83 Unrealized 0.0%
AFL Aflac Inc. 0.1%
Value ($000) $636 Shares 10,934 Est. Cost $20.11 Unrealized 0.0%
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $633 Shares 28,935 Est. Cost $17.70 Unrealized 0.0%
Chubb Corp 0.1%
Value ($000) $631 Shares 7,460 Est. Cost $84.58 Unrealized
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $625 Shares 5,500 Est. Cost $113.64 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $618 Shares 6,500 Est. Cost $95.08 Unrealized
iShares MSCI Singapore Index F 0.1%
Value ($000) $616 Shares 48,200 Est. Cost $12.78 Unrealized
LEN Lennar Corp Class A 0.1%
Value ($000) $616 Shares 17,100 Est. Cost $34.18 Unrealized 0.0%
PHG Koninklijke Philips Electrs NV 0.1%
Value ($000) $610 Shares 22,443 Est. Cost $27.18 Unrealized
TROW T. Rowe Price Group, Inc. 0.1%
Value ($000) $604 Shares 8,245 Est. Cost $47.69 Unrealized 0.0%
RYN Rayonier, Inc. 0.1%
Value ($000) $602 Shares 10,873 Est. Cost $55.37 Unrealized
Alexion Pharmaceuticals, Inc. 0.1%
Value ($000) $597 Shares 6,470 Est. Cost $92.27 Unrealized
TXN Texas Instruments Inc. 0.1%
Value ($000) $592 Shares 17,000 Est. Cost $25.31 Unrealized 0.0%
Gannett Company Inc. 0.1%
Value ($000) $591 Shares 24,150 Est. Cost $24.47 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $585 Shares 23,630 Est. Cost $24.76 Unrealized
EWA iShares MSCI Australia Index F 0.1%
Value ($000) $583 Shares 25,800 Est. Cost $22.60 Unrealized
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $580 Shares 31,650 Est. Cost $18.33 Unrealized
BDX Becton Dickinson & Company 0.1%
Value ($000) $568 Shares 5,750 Est. Cost $78.11 Unrealized 0.0%
ConocoPhillips 0.1%
Value ($000) $563 Shares 9,310 Est. Cost $60.47 Unrealized
O Realty Income Corporation 0.1%
Value ($000) $538 Shares 12,825 Est. Cost $25.40 Unrealized 0.0%
Atwood Oceanics, Inc. 0.1%
Value ($000) $537 Shares 10,325 Est. Cost $52.01 Unrealized
DE Deere & Company 0.1%
Value ($000) $497 Shares 6,118 Est. Cost $68.04 Unrealized 0.0%
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $488 Shares 4,875 Est. Cost $100.10 Unrealized
Spectra Energy Corporation 0.1%
Value ($000) $480 Shares 13,925 Est. Cost $34.47 Unrealized
VWO Vanguard Emerging Markets 0.1%
Value ($000) $478 Shares 12,313 Est. Cost $38.82 Unrealized
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $467 Shares 13,125 Est. Cost $35.58 Unrealized
INTU Intuit Inc. 0.1%
Value ($000) $464 Shares 7,600 Est. Cost $54.39 Unrealized 0.0%
XLF SPDR Financial Select Sector 0.1%
Value ($000) $451 Shares 23,195 Est. Cost $19.44 Unrealized
Medtronic Inc. 0.1%
Value ($000) $438 Shares 8,509 Est. Cost $51.47 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $428 Shares 8,475 Est. Cost $31.32 Unrealized 0.0%
Broadcom Corporation 0.0%
Value ($000) $422 Shares 12,500 Est. Cost $33.76 Unrealized
Kinder Morgan Energy Partners, 0.0%
Value ($000) $401 Shares 4,700 Est. Cost $85.32 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $394 Shares 3,500 Est. Cost $7.19 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $392 Shares 5,400 Est. Cost $57.67 Unrealized 0.0%
Celgene Corporation 0.0%
Value ($000) $364 Shares 3,110 Est. Cost $117.04 Unrealized
Apache Corp 0.0%
Value ($000) $364 Shares 4,345 Est. Cost $83.77 Unrealized
WDAY Workday, Inc. 0.0%
Value ($000) $354 Shares 5,525 Est. Cost $62.77 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $350 Shares 15,088 Est. Cost $6.66 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc. - Clas 0.0%
Value ($000) $337 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
AXP American Express 0.0%
Value ($000) $335 Shares 4,480 Est. Cost $59.62 Unrealized 0.0%
UGI UGI Corp New 0.0%
Value ($000) $332 Shares 8,500 Est. Cost $26.32 Unrealized 0.0%
LLY Eli Lilly & Co. 0.0%
Value ($000) $323 Shares 6,570 Est. Cost $42.21 Unrealized 0.0%
Altria Group Inc. 0.0%
Value ($000) $322 Shares 9,213 Est. Cost $34.95 Unrealized
Family Dollar Stores, Inc. 0.0%
Value ($000) $312 Shares 5,000 Est. Cost $62.40 Unrealized
ADM Archer Daniels Midland 0.0%
Value ($000) $309 Shares 9,105 Est. Cost $23.37 Unrealized 0.0%
ARCC Ares Capital Corporation 0.0%
Value ($000) $307 Shares 17,875 Est. Cost $5.23 Unrealized 0.0%
American Capital Agency Corp 0.0%
Value ($000) $305 Shares 13,250 Est. Cost $23.02 Unrealized
National Oilwell Varco Inc. 0.0%
Value ($000) $300 Shares 4,355 Est. Cost $68.89 Unrealized
CNI Canadian National Railway Co. 0.0%
Value ($000) $292 Shares 3,000 Est. Cost $39.40 Unrealized 0.0%
ENB Enbridge Inc. 0.0%
Value ($000) $290 Shares 6,900 Est. Cost $23.28 Unrealized 0.0%
UNM Unum Group 0.0%
Value ($000) $286 Shares 9,750 Est. Cost $27.85 Unrealized 0.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $275 Shares 6,336 Est. Cost $45.53 Unrealized 0.0%
Laclede Group Inc. 0.0%
Value ($000) $274 Shares 5,990 Est. Cost $45.74 Unrealized
RSG Republic Services, Inc. 0.0%
Value ($000) $272 Shares 8,000 Est. Cost $26.37 Unrealized 0.0%
Cedar Fair, L. P. Dep 0.0%
Value ($000) $265 Shares 6,400 Est. Cost $41.41 Unrealized
Barclays Bank PLC Pfd. 6.625% 0.0%
Value ($000) $249 Shares 10,060 Est. Cost $24.75 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $241 Shares 2,495 Est. Cost $96.59 Unrealized
Diamond Offshore Drilling, Inc 0.0%
Value ($000) $239 Shares 3,475 Est. Cost $68.78 Unrealized
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $238 Shares 3,618 Est. Cost $58.22 Unrealized 0.0%
WU Western Union Company 0.0%
Value ($000) $236 Shares 13,800 Est. Cost $17.10 Unrealized
Sirona Dental Systems, Inc. 0.0%
Value ($000) $231 Shares 3,500 Est. Cost $66.00 Unrealized
CenturyLink, Inc. 0.0%
Value ($000) $222 Shares 6,294 Est. Cost $35.27 Unrealized
BAX Baxter International Inc. 0.0%
Value ($000) $220 Shares 3,176 Est. Cost $30.42 Unrealized 0.0%
PAYX Paychex Inc. 0.0%
Value ($000) $217 Shares 5,950 Est. Cost $25.02 Unrealized 0.0%
Exelon Corporation 0.0%
Value ($000) $217 Shares 7,036 Est. Cost $30.84 Unrealized
MKC McCormick & Company 0.0%
Value ($000) $211 Shares 3,000 Est. Cost $28.19 Unrealized 0.0%
HSBC Holdings PLC 8.125% 0.0%
Value ($000) $208 Shares 8,200 Est. Cost $25.37 Unrealized
YUM YUM! Brands, Inc. 0.0%
Value ($000) $208 Shares 3,000 Est. Cost $38.97 Unrealized 0.0%
DUK Duke Energy Corporation 0.0%
Value ($000) $206 Shares 3,056 Est. Cost $41.83 Unrealized 0.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $204 Shares 2,867 Est. Cost $27.55 Unrealized 0.0%
CLX Clorox Co 0.0%
Value ($000) $200 Shares 2,400 Est. Cost $60.00 Unrealized 0.0%
News Limited Corp 0.0%
Value ($000) $200 Shares 6,141 Est. Cost $32.57 Unrealized
Glaxosmithkline Plc ADR 0.0%
Value ($000) $186 Shares 3,731 Est. Cost $49.85 Unrealized
Windstream Corp 0.0%
Value ($000) $160 Shares 20,800 Est. Cost $7.69 Unrealized
iShares COMEX Gold Trust 0.0%
Value ($000) $128 Shares 10,650 Est. Cost $12.02 Unrealized
Alcoa, Inc. 0.0%
Value ($000) $120 Shares 15,368 Est. Cost $7.81 Unrealized
SunEdison, Inc.\Frmrly MEMC El 0.0%
Value ($000) $111 Shares 13,530 Est. Cost $8.20 Unrealized
Inventure Foods, Inc. 0.0%
Value ($000) $84 Shares 10,000 Est. Cost $8.40 Unrealized
Japan Equity Fund 0.0%
Value ($000) $83 Shares 12,867 Est. Cost $6.45 Unrealized
OTMN O.T. Mining Corporation 0.0%
Value ($000) $8 Shares 30,000 Est. Cost $0.19 Unrealized 0.0%
Advanced Viral Research Corp 0.0%
Value ($000) $0 Shares 65,484 Est. Cost Unrealized