Chesley Taft & Associates LLC Diversified Active

CIK: 0001164632 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 25, 2013

Total Value ($000): $917,127 (100.0% shares, 0.0% debt)

Holdings (265)

General Electric Corporation 2.5%
Value ($000) $22,532 Shares 943,146 Est. Cost $23.19 Unrealized
XOM Exxon Mobil Corp 2.4%
Value ($000) $21,601 Shares 251,057 Est. Cost $53.69 Unrealized +0.9%
JNJ Johnson & Johnson Co. 2.2%
Value ($000) $20,093 Shares 231,781 Est. Cost $59.66 Unrealized +6.5%
PEP Pepsico Inc 2.1%
Value ($000) $19,487 Shares 245,124 Est. Cost $56.00 Unrealized +1.4%
Express Scripts Holding Co. 2.0%
Value ($000) $18,139 Shares 293,517 Est. Cost $61.74 Unrealized
IJR iShares Core S&P SmallCap 2.0%
Value ($000) $18,126 Shares 181,620 Est. Cost $90.60 Unrealized
ECL Ecolab Inc. 1.8%
Value ($000) $16,937 Shares 171,500 Est. Cost $73.48 Unrealized +10.5%
CVX Chevron Corp 1.8%
Value ($000) $16,401 Shares 134,990 Est. Cost $71.30 Unrealized +2.5%
KO Coca Cola Company 1.7%
Value ($000) $16,027 Shares 423,110 Est. Cost $27.85 Unrealized -3.9%
IBM International Business Machine 1.7%
Value ($000) $15,870 Shares 85,703 Est. Cost $118.94 Unrealized -6.2%
UNP Union Pacific Corp 1.6%
Value ($000) $14,558 Shares 93,714 Est. Cost $57.06 Unrealized +5.4%
ACN Accenture PLC 1.5%
Value ($000) $13,960 Shares 189,569 Est. Cost $63.81 Unrealized -6.7%
EFA iShares Tr MSCI EAFE Index 1.5%
Value ($000) $13,315 Shares 208,689 Est. Cost $57.74 Unrealized
PM Philip Morris International, I 1.4%
Value ($000) $13,132 Shares 151,653 Est. Cost $49.85 Unrealized -5.0%
HON Honeywell International 1.4%
Value ($000) $12,856 Shares 154,816 Est. Cost $53.13 Unrealized +8.2%
DIS Walt Disney Co. 1.4%
Value ($000) $12,776 Shares 198,115 Est. Cost $56.11 Unrealized +1.5%
Walgreen Co. 1.4%
Value ($000) $12,490 Shares 232,149 Est. Cost $44.20 Unrealized
Vodafone Group PLC New 1.3%
Value ($000) $12,364 Shares 351,440 Est. Cost $28.74 Unrealized
NSRGY Nestle SA-Sponsored ADR 1.3%
Value ($000) $11,939 Shares 171,535 Est. Cost $65.78 Unrealized
EMC Corporation 1.2%
Value ($000) $11,378 Shares 445,154 Est. Cost $23.62 Unrealized
IJH iShares Core S&P MidCap 1.2%
Value ($000) $11,204 Shares 90,256 Est. Cost $115.50 Unrealized
3M Company 1.2%
Value ($000) $10,916 Shares 91,419 Est. Cost $109.35 Unrealized
United Technologies Corp 1.2%
Value ($000) $10,911 Shares 101,195 Est. Cost $92.94 Unrealized
E I DuPont De Nemours & Co 1.2%
Value ($000) $10,778 Shares 184,048 Est. Cost $57.69 Unrealized
ITW Illinois Tool Works Inc. 1.1%
Value ($000) $10,028 Shares 131,478 Est. Cost $49.85 Unrealized +9.9%
ABT Abbott Laboratories 1.1%
Value ($000) $9,941 Shares 299,516 Est. Cost $28.85 Unrealized -4.0%
PETsMART, Inc. 1.1%
Value ($000) $9,910 Shares 129,955 Est. Cost $66.99 Unrealized
LKQ LKQ Corporation 1.0%
Value ($000) $9,587 Shares 300,809 Est. Cost $21.42 Unrealized +21.0%
ORCL Oracle Systems Corporation 1.0%
Value ($000) $8,968 Shares 270,353 Est. Cost $27.58 Unrealized -1.9%
Google Inc Cl A 1.0%
Value ($000) $8,967 Shares 10,237 Est. Cost $879.10 Unrealized
Johnson Controls, Inc. 1.0%
Value ($000) $8,877 Shares 213,899 Est. Cost $35.79 Unrealized
PFE Pfizer, Inc 1.0%
Value ($000) $8,863 Shares 308,548 Est. Cost $16.46 Unrealized -0.6%
EBAY Ebay Inc. 1.0%
Value ($000) $8,739 Shares 156,633 Est. Cost $20.18 Unrealized -1.1%
VEU Vanguard FTSE All-World Ex-US 0.9%
Value ($000) $8,669 Shares 178,367 Est. Cost $44.45 Unrealized
MSFT Microsoft Corp 0.9%
Value ($000) $8,591 Shares 258,144 Est. Cost $26.70 Unrealized +1.1%
SYK Stryker Corporation 0.9%
Value ($000) $8,404 Shares 124,338 Est. Cost $56.92 Unrealized +4.4%
GILD Gilead Sciences, Inc. 0.9%
Value ($000) $8,329 Shares 132,487 Est. Cost $36.56 Unrealized +13.6%
SPY SPDR S&P 500 ETF Trust 0.9%
Value ($000) $8,007 Shares 47,659 Est. Cost $160.41 Unrealized
CHD Church & Dwight Company, Inc. 0.9%
Value ($000) $7,945 Shares 132,310 Est. Cost $26.18 Unrealized -1.0%
Chicago Bridge & Iron Company 0.9%
Value ($000) $7,903 Shares 116,620 Est. Cost $66.98 Unrealized
QCOM Qualcomm Inc. 0.8%
Value ($000) $7,767 Shares 115,373 Est. Cost $45.06 Unrealized +3.3%
WMT Wal-Mart Stores, Inc. 0.8%
Value ($000) $7,728 Shares 104,485 Est. Cost $19.98 Unrealized -1.0%
SBUX Starbucks Corp 0.8%
Value ($000) $7,716 Shares 100,252 Est. Cost $24.37 Unrealized +16.0%
INTC Intel Corporation 0.8%
Value ($000) $7,575 Shares 330,499 Est. Cost $17.17 Unrealized -1.6%
AAPL Apple Computer Inc. 0.8%
Value ($000) $7,531 Shares 15,796 Est. Cost $13.16 Unrealized +8.5%
Continental Resources, Inc. 0.8%
Value ($000) $7,314 Shares 68,190 Est. Cost $86.83 Unrealized
MCK McKesson Corporation 0.8%
Value ($000) $6,923 Shares 53,957 Est. Cost $101.92 Unrealized +10.1%
CTSH Cognizant Technology Solutions 0.7%
Value ($000) $6,622 Shares 80,643 Est. Cost $29.46 Unrealized +11.7%
PG Procter & Gamble Co 0.7%
Value ($000) $6,276 Shares 83,029 Est. Cost $55.00 Unrealized +2.2%
AMZN Amazon.com, Inc. 0.7%
Value ($000) $6,192 Shares 19,804 Est. Cost $13.32 Unrealized +11.9%
C.R. Bard, Inc. 0.7%
Value ($000) $6,097 Shares 52,929 Est. Cost $108.68 Unrealized
KSS Kohls Corp 0.6%
Value ($000) $5,872 Shares 113,468 Est. Cost $49.51 Unrealized +5.5%
Stericycle Inc. 0.6%
Value ($000) $5,774 Shares 50,035 Est. Cost $110.43 Unrealized
WFC Wells Fargo & Co. 0.6%
Value ($000) $5,710 Shares 138,186 Est. Cost $27.51 Unrealized +9.7%
JPM J P Morgan Chase & Co 0.6%
Value ($000) $5,639 Shares 109,102 Est. Cost $36.24 Unrealized +6.3%
JPMorgan Chase & Co Alerian ML 0.6%
Value ($000) $5,634 Shares 126,317 Est. Cost $46.64 Unrealized
SLB Schlumberger Ltd 0.6%
Value ($000) $5,633 Shares 63,748 Est. Cost $52.90 Unrealized +11.5%
TMO Thermo Fisher Scientific, Inc. 0.6%
Value ($000) $5,627 Shares 61,065 Est. Cost $79.76 Unrealized +8.8%
GWW Grainger WW Inc 0.6%
Value ($000) $5,432 Shares 20,755 Est. Cost $201.89 Unrealized +5.4%
ADT Corporation 0.6%
Value ($000) $5,413 Shares 133,123 Est. Cost $40.35 Unrealized
Towers Watson & Company 0.6%
Value ($000) $5,390 Shares 50,395 Est. Cost $82.26 Unrealized
NVS Novartis AG 0.6%
Value ($000) $5,296 Shares 69,034 Est. Cost $70.71 Unrealized
OXY Occidental Petroleum Corp 0.6%
Value ($000) $5,241 Shares 56,030 Est. Cost $58.29 Unrealized +1.6%
Kellogg Company 0.6%
Value ($000) $5,238 Shares 89,185 Est. Cost $38.95 Unrealized -0.3%
MDY SPDR S&P Midcap 400 ETF TR 0.6%
Value ($000) $5,198 Shares 22,965 Est. Cost $210.09 Unrealized
IntercontinentalExchange Inc. 0.6%
Value ($000) $5,071 Shares 27,953 Est. Cost $177.81 Unrealized
EEM iShares MSCI Emerging Markets 0.6%
Value ($000) $5,045 Shares 123,778 Est. Cost $38.53 Unrealized
IGSB iShares Tr Barclays 1-3 Year 0.5%
Value ($000) $4,864 Shares 46,201 Est. Cost $105.03 Unrealized
APH Amphenol Corp CL A 0.5%
Value ($000) $4,774 Shares 61,699 Est. Cost $8.50 Unrealized +2.1%
HAL Halliburton Co 0.5%
Value ($000) $4,746 Shares 98,575 Est. Cost $36.41 Unrealized +2.5%
Jacobs Engineering Group Inc 0.5%
Value ($000) $4,689 Shares 80,595 Est. Cost $55.13 Unrealized
ABBV AbbVie Inc. 0.5%
Value ($000) $4,282 Shares 95,720 Est. Cost $26.55 Unrealized +2.3%
Praxair Inc 0.5%
Value ($000) $4,243 Shares 35,293 Est. Cost $115.23 Unrealized
Regeneron Pharmaceuticals, Inc 0.5%
Value ($000) $4,241 Shares 13,556 Est. Cost $224.88 Unrealized
MRK Merck & Co., Inc. 0.4%
Value ($000) $4,038 Shares 84,815 Est. Cost $30.06 Unrealized +3.0%
NTRS Northern Trust Corp 0.4%
Value ($000) $3,989 Shares 73,348 Est. Cost $40.35 Unrealized +3.3%
COST Costco Wholesale Corp. 0.4%
Value ($000) $3,980 Shares 34,560 Est. Cost $86.56 Unrealized +5.9%
MCD McDonalds Corp 0.4%
Value ($000) $3,915 Shares 40,690 Est. Cost $71.78 Unrealized -1.7%
IBB iShares Nasdaq Biotechnology I 0.4%
Value ($000) $3,891 Shares 18,565 Est. Cost $178.56 Unrealized
CVS CVS Caremark Corp 0.4%
Value ($000) $3,403 Shares 59,957 Est. Cost $42.35 Unrealized +1.0%
T AT&T Inc. 0.4%
Value ($000) $3,392 Shares 100,310 Est. Cost $11.40 Unrealized -3.9%
OMC Omnicom Group Inc. 0.4%
Value ($000) $3,242 Shares 51,107 Est. Cost $40.69 Unrealized +4.5%
AGG iShares Core Total US Bond Mar 0.3%
Value ($000) $3,188 Shares 29,741 Est. Cost $107.20 Unrealized
GLD SPDR Gold Trust 0.3%
Value ($000) $3,056 Shares 23,840 Est. Cost $119.11 Unrealized
A Agilent Technologies Inc. 0.3%
Value ($000) $3,038 Shares 59,270 Est. Cost $27.97 Unrealized +8.8%
TIP iShares Barclays US TIPS Fund 0.3%
Value ($000) $2,979 Shares 26,463 Est. Cost $112.01 Unrealized
MUB iShares S&P National AMT-Free 0.3%
Value ($000) $2,977 Shares 28,495 Est. Cost $105.02 Unrealized
DHR Danaher Corporation 0.3%
Value ($000) $2,970 Shares 42,840 Est. Cost $25.01 Unrealized +9.6%
Viacom Inc. Class B New 0.3%
Value ($000) $2,948 Shares 35,266 Est. Cost $68.37 Unrealized
MET MetLife, Inc. 0.3%
Value ($000) $2,829 Shares 60,251 Est. Cost $24.43 Unrealized +17.9%
DJP iPATH Dow Jones UBS Commodity 0.3%
Value ($000) $2,810 Shares 75,427 Est. Cost $36.49 Unrealized
Perrigo Co. 0.3%
Value ($000) $2,751 Shares 22,297 Est. Cost $121.02 Unrealized
GIS General Mills Inc. 0.3%
Value ($000) $2,692 Shares 56,179 Est. Cost $31.98 Unrealized +2.9%
Blackrock Inc 0.3%
Value ($000) $2,668 Shares 9,860 Est. Cost $256.81 Unrealized
CMI Cummins Inc. 0.3%
Value ($000) $2,658 Shares 20,005 Est. Cost $81.53 Unrealized +9.3%
TGT Target Corp 0.3%
Value ($000) $2,598 Shares 40,599 Est. Cost $47.95 Unrealized -1.6%
SPDR Barclays Capital High Yie 0.3%
Value ($000) $2,497 Shares 62,664 Est. Cost $39.49 Unrealized
FISV Fiserv Inc. 0.3%
Value ($000) $2,489 Shares 24,630 Est. Cost $21.93 Unrealized +10.3%
MDLZ Mondelez Int'l Inc/Frmrly Kraf 0.3%
Value ($000) $2,481 Shares 78,954 Est. Cost $23.17 Unrealized +2.4%
EMR Emerson Electric Co. 0.3%
Value ($000) $2,440 Shares 37,705 Est. Cost $40.02 Unrealized +9.5%
APD Air Products & Chemicals Inc. 0.3%
Value ($000) $2,370 Shares 22,235 Est. Cost $61.55 Unrealized +13.9%
TJX TJX Companies Inc. 0.3%
Value ($000) $2,313 Shares 41,023 Est. Cost $20.82 Unrealized +8.2%
SJNK SPDR Barclays Capital Short Te 0.3%
Value ($000) $2,301 Shares 75,350 Est. Cost $30.21 Unrealized
MA MasterCard, Inc. 0.2%
Value ($000) $2,261 Shares 3,360 Est. Cost $52.54 Unrealized +11.0%
TSCO Tractor Supply Company 0.2%
Value ($000) $2,247 Shares 33,450 Est. Cost $9.83 Unrealized +5.5%
Plum Creek Timber Company, Inc 0.2%
Value ($000) $2,220 Shares 47,415 Est. Cost $46.67 Unrealized
AmerisourceBergen Corp 0.2%
Value ($000) $2,217 Shares 36,285 Est. Cost $61.10 Unrealized
ADP Automatic Data Processing 0.2%
Value ($000) $2,190 Shares 30,255 Est. Cost $45.09 Unrealized +7.2%
EMB iShares JPMorgan Emerg Mrkts B 0.2%
Value ($000) $2,165 Shares 19,860 Est. Cost $109.51 Unrealized
CRM Salesforce Com Inc. 0.2%
Value ($000) $2,128 Shares 40,988 Est. Cost $40.91 Unrealized +9.6%
VTI Vanguard Total Stock Market VI 0.2%
Value ($000) $2,099 Shares 23,944 Est. Cost $82.65 Unrealized
V Visa Inc. 0.2%
Value ($000) $2,098 Shares 10,976 Est. Cost $40.06 Unrealized +5.7%
Isle of Capri Casinos, Inc. 0.2%
Value ($000) $2,028 Shares 268,244 Est. Cost $7.51 Unrealized
UnitedHealth Group, Inc. 0.2%
Value ($000) $1,969 Shares 27,494 Est. Cost $65.55 Unrealized
BND Vanguard Total Bond Market Fun 0.2%
Value ($000) $1,968 Shares 24,338 Est. Cost $80.87 Unrealized
META Facebook, Inc. 0.2%
Value ($000) $1,939 Shares 38,600 Est. Cost $25.44 Unrealized +45.3%
Kraft Foods Group, Inc. 0.2%
Value ($000) $1,926 Shares 36,691 Est. Cost $55.73 Unrealized
Allergan, Inc. 0.2%
Value ($000) $1,850 Shares 20,457 Est. Cost $84.26 Unrealized
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1,757 Shares 17,140 Est. Cost $93.95 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $1,680 Shares 35,987 Est. Cost $27.04 Unrealized -3.4%
NKE Nike Inc 0.2%
Value ($000) $1,678 Shares 23,106 Est. Cost $26.53 Unrealized +5.3%
Endocyte Inc. 0.2%
Value ($000) $1,664 Shares 124,850 Est. Cost $13.16 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $1,624 Shares 34,120 Est. Cost $32.16 Unrealized +13.2%
Encana Corporation 0.2%
Value ($000) $1,608 Shares 92,770 Est. Cost $16.94 Unrealized
IEO iShares Dow Jones US Oil & Gas 0.2%
Value ($000) $1,566 Shares 20,100 Est. Cost $71.62 Unrealized
EW Edwards Lifesciences Corp 0.2%
Value ($000) $1,563 Shares 22,442 Est. Cost $11.84 Unrealized -1.2%
IGIB iShares Intermediate Credit Bo 0.2%
Value ($000) $1,503 Shares 13,925 Est. Cost $107.74 Unrealized
CSCO Cisco Systems Inc. 0.2%
Value ($000) $1,481 Shares 63,203 Est. Cost $15.24 Unrealized +11.1%
SHW Sherwin Williams Co 0.2%
Value ($000) $1,476 Shares 8,100 Est. Cost $53.48 Unrealized -2.3%
Beam, Inc. 0.2%
Value ($000) $1,453 Shares 22,475 Est. Cost $63.09 Unrealized
D Dominion Resources 0.2%
Value ($000) $1,421 Shares 22,739 Est. Cost $34.53 Unrealized +2.3%
CL Colgate Palmolive Company 0.2%
Value ($000) $1,400 Shares 23,617 Est. Cost $44.38 Unrealized +0.4%
IWR iShares Russell Midcap Index F 0.1%
Value ($000) $1,368 Shares 9,840 Est. Cost $129.88 Unrealized
HSY Hershey Company 0.1%
Value ($000) $1,365 Shares 14,760 Est. Cost $65.69 Unrealized +6.1%
TEVA Teva Pharmaceutical Inds Ltd A 0.1%
Value ($000) $1,359 Shares 35,966 Est. Cost $39.20 Unrealized
NEE Nextera Energy, Inc. 0.1%
Value ($000) $1,349 Shares 16,830 Est. Cost $14.15 Unrealized +4.9%
PrivateBancorp, Inc. 0.1%
Value ($000) $1,289 Shares 60,232 Est. Cost $21.23 Unrealized
Seadrill Ltd. 0.1%
Value ($000) $1,279 Shares 28,361 Est. Cost $45.10 Unrealized
Royal Dutch Shell PLC ADR CL A 0.1%
Value ($000) $1,278 Shares 19,456 Est. Cost $63.82 Unrealized
IEF iShares Barclays 7-10 Year Tre 0.1%
Value ($000) $1,253 Shares 12,275 Est. Cost $102.52 Unrealized
Yahoo Inc. 0.1%
Value ($000) $1,251 Shares 37,700 Est. Cost $25.12 Unrealized
VTIP Vanguard Short-Term Inflation 0.1%
Value ($000) $1,236 Shares 25,000 Est. Cost $49.18 Unrealized
VNQ Vanguard REIT 0.1%
Value ($000) $1,232 Shares 18,630 Est. Cost $68.73 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $1,231 Shares 13,067 Est. Cost $63.06 Unrealized -3.1%
MRSH Marsh & McLennan Companies, In 0.1%
Value ($000) $1,227 Shares 28,178 Est. Cost $31.19 Unrealized +8.1%
SO Southern Company 0.1%
Value ($000) $1,221 Shares 29,651 Est. Cost $26.69 Unrealized -5.1%
ROP Roper Industries Inc New 0.1%
Value ($000) $1,157 Shares 8,710 Est. Cost $113.55 Unrealized +5.0%
Actavis Inc/Frmrly Watson Phar 0.1%
Value ($000) $1,123 Shares 7,800 Est. Cost $126.20 Unrealized
CBOE Holdings, Inc. 0.1%
Value ($000) $1,116 Shares 24,675 Est. Cost $46.65 Unrealized
Bed Bath & Beyond, Inc. 0.1%
Value ($000) $1,112 Shares 14,375 Est. Cost $70.94 Unrealized
GWX SPDR S&P International SmallCa 0.1%
Value ($000) $1,067 Shares 32,637 Est. Cost $29.03 Unrealized
HMS Holdings Corporation 0.1%
Value ($000) $1,044 Shares 48,591 Est. Cost $23.29 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $1,039 Shares 22,450 Est. Cost $28.67 Unrealized +1.9%
IVV iShares S&P 500 Index Fund 0.1%
Value ($000) $1,023 Shares 6,056 Est. Cost $161.67 Unrealized
Vectren Corporation 0.1%
Value ($000) $948 Shares 28,425 Est. Cost $33.84 Unrealized
USB US Bancorp Del New 0.1%
Value ($000) $933 Shares 25,513 Est. Cost $22.46 Unrealized +8.4%
EWC iShares MSCI Canada Index 0.1%
Value ($000) $910 Shares 32,160 Est. Cost $26.16 Unrealized
Ace Ltd Switzerland 0.1%
Value ($000) $890 Shares 9,515 Est. Cost $89.51 Unrealized
Iron Mountain Inc. 0.1%
Value ($000) $876 Shares 32,425 Est. Cost $26.63 Unrealized
SWKS Skyworks Solutions, Inc. 0.1%
Value ($000) $868 Shares 34,935 Est. Cost $17.99 Unrealized +7.9%
SCZ iShares MSCI EAFE Small Cap In 0.1%
Value ($000) $855 Shares 17,630 Est. Cost $41.93 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $855 Shares 9,194 Est. Cost $85.93 Unrealized
Health Care REIT, Inc. 0.1%
Value ($000) $844 Shares 13,525 Est. Cost $67.04 Unrealized
Dunkin' Brands Group, Inc. 0.1%
Value ($000) $842 Shares 18,600 Est. Cost $43.15 Unrealized
Avago Technologies Ltd. 0.1%
Value ($000) $832 Shares 19,315 Est. Cost $43.08 Unrealized
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $823 Shares 18,234 Est. Cost $15.64 Unrealized +5.8%
AMGN Amgen, Inc. 0.1%
Value ($000) $813 Shares 7,265 Est. Cost $73.39 Unrealized +4.9%
SPG Simon Property Group Inc. 0.1%
Value ($000) $792 Shares 5,345 Est. Cost $88.80 Unrealized -8.8%
IEZ iShares Dow Jones US Oil Equip 0.1%
Value ($000) $789 Shares 12,593 Est. Cost $56.66 Unrealized
AME AMETEK, Inc. 0.1%
Value ($000) $784 Shares 17,040 Est. Cost $38.40 Unrealized +8.0%
LMT Lockheed Martin Corpration 0.1%
Value ($000) $764 Shares 5,990 Est. Cost $71.65 Unrealized +20.1%
Alexion Pharmaceuticals, Inc. 0.1%
Value ($000) $754 Shares 6,495 Est. Cost $92.27 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $743 Shares 9,800 Est. Cost $56.05 Unrealized +3.2%
ITC Holdings Corporation 0.1%
Value ($000) $726 Shares 7,735 Est. Cost $91.27 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $726 Shares 14,362 Est. Cost $37.12 Unrealized +3.9%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $722 Shares 7,050 Est. Cost $95.65 Unrealized
FBIN Fortune Brands Home & Security 0.1%
Value ($000) $721 Shares 17,325 Est. Cost $27.93 Unrealized +2.9%
National Oilwell Varco Inc. 0.1%
Value ($000) $716 Shares 9,170 Est. Cost $73.71 Unrealized
AFL Aflac Inc. 0.1%
Value ($000) $709 Shares 11,434 Est. Cost $20.21 Unrealized +11.1%
MAT Mattel Inc. 0.1%
Value ($000) $696 Shares 16,625 Est. Cost $44.76 Unrealized -4.4%
MCHP Microchip Technology, Inc. 0.1%
Value ($000) $694 Shares 17,225 Est. Cost $13.83 Unrealized +9.5%
TXN Texas Instruments Inc. 0.1%
Value ($000) $685 Shares 17,000 Est. Cost $25.31 Unrealized +9.5%
CAT Caterpillar Inc. 0.1%
Value ($000) $673 Shares 8,066 Est. Cost $61.55 Unrealized +0.1%
Chubb Corp 0.1%
Value ($000) $666 Shares 7,460 Est. Cost $84.58 Unrealized
ConocoPhillips 0.1%
Value ($000) $665 Shares 9,565 Est. Cost $60.71 Unrealized
WDAY Workday, Inc. 0.1%
Value ($000) $656 Shares 8,100 Est. Cost $65.98 Unrealized +10.4%
EWA iShares MSCI Australia ETF 0.1%
Value ($000) $652 Shares 25,800 Est. Cost $22.60 Unrealized
PHG Koninklijke Philips Electrs NV 0.1%
Value ($000) $649 Shares 20,127 Est. Cost $27.18 Unrealized
CMS CMS Energy Corporation 0.1%
Value ($000) $647 Shares 24,575 Est. Cost $19.06 Unrealized -2.3%
Atwood Oceanics, Inc. 0.1%
Value ($000) $644 Shares 11,700 Est. Cost $52.37 Unrealized
Gannett Company Inc. 0.1%
Value ($000) $643 Shares 24,000 Est. Cost $24.47 Unrealized
PowerShares Senior Loan Portfo 0.1%
Value ($000) $639 Shares 25,875 Est. Cost $24.75 Unrealized
O Realty Income Corporation 0.1%
Value ($000) $634 Shares 15,950 Est. Cost $24.84 Unrealized -9.2%
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $634 Shares 31,650 Est. Cost $18.33 Unrealized
Royal Dutch Shell PLC ADR CL B 0.1%
Value ($000) $632 Shares 9,175 Est. Cost $66.26 Unrealized
Tupperware Brands Corporation 0.1%
Value ($000) $622 Shares 7,200 Est. Cost $86.39 Unrealized
TROW T. Rowe Price Group, Inc. 0.1%
Value ($000) $615 Shares 8,545 Est. Cost $47.69 Unrealized -0.3%
RYN Rayonier, Inc. 0.1%
Value ($000) $605 Shares 10,873 Est. Cost $55.37 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $601 Shares 7,435 Est. Cost $54.12 Unrealized +5.4%
Mid-America Apartment Communit 0.1%
Value ($000) $597 Shares 9,550 Est. Cost $67.75 Unrealized
BDX Becton Dickinson & Company 0.1%
Value ($000) $575 Shares 5,750 Est. Cost $78.11 Unrealized +3.2%
SYY Sysco Corporation 0.1%
Value ($000) $567 Shares 17,800 Est. Cost $24.40 Unrealized -1.7%
VWO Vanguard Emerging Markets 0.1%
Value ($000) $558 Shares 13,904 Est. Cost $38.97 Unrealized
LQD iShares iBoxx $ Inv Grade Corp 0.1%
Value ($000) $542 Shares 4,775 Est. Cost $113.64 Unrealized
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $523 Shares 13,225 Est. Cost $35.58 Unrealized
INTU Intuit Inc. 0.1%
Value ($000) $504 Shares 7,600 Est. Cost $54.39 Unrealized +6.9%
DE Deere & Company 0.1%
Value ($000) $498 Shares 6,118 Est. Cost $68.04 Unrealized -3.1%
Celgene Corporation 0.1%
Value ($000) $479 Shares 3,110 Est. Cost $117.04 Unrealized
Spectra Energy Corporation 0.1%
Value ($000) $477 Shares 13,925 Est. Cost $34.47 Unrealized
XLF SPDR Financial Select Sector 0.1%
Value ($000) $462 Shares 23,195 Est. Cost $19.44 Unrealized
Broadcom Corporation 0.1%
Value ($000) $461 Shares 17,725 Est. Cost $31.47 Unrealized
Medtronic Inc. 0.0%
Value ($000) $453 Shares 8,509 Est. Cost $51.47 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $447 Shares 3,500 Est. Cost $7.19 Unrealized +13.6%
Laboratory Corp Amer Hldgs 0.0%
Value ($000) $444 Shares 4,475 Est. Cost $100.10 Unrealized
AGCO AGCO Corporation 0.0%
Value ($000) $419 Shares 6,930 Est. Cost $44.50 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $418 Shares 5,400 Est. Cost $57.67 Unrealized -1.2%
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $409 Shares 13,550 Est. Cost $32.56 Unrealized -5.7%
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $399 Shares 5,108 Est. Cost $78.11 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $398 Shares 8,600 Est. Cost $31.30 Unrealized -4.9%
American Capital Agency Corp 0.0%
Value ($000) $392 Shares 17,375 Est. Cost $22.91 Unrealized
CSX CSX Corp 0.0%
Value ($000) $388 Shares 15,088 Est. Cost $6.66 Unrealized +3.0%
Kinder Morgan Energy Partners, 0.0%
Value ($000) $375 Shares 4,700 Est. Cost $85.32 Unrealized
Apache Corp 0.0%
Value ($000) $370 Shares 4,345 Est. Cost $83.77 Unrealized
Family Dollar Stores, Inc. 0.0%
Value ($000) $360 Shares 5,000 Est. Cost $62.40 Unrealized
LLY Eli Lilly & Co. 0.0%
Value ($000) $346 Shares 6,870 Est. Cost $42.16 Unrealized -2.8%
BRK/A Berkshire Hathaway Inc. - Clas 0.0%
Value ($000) $341 Shares 2 Est. Cost $165023.42 Unrealized +4.8%
AXP American Express 0.0%
Value ($000) $338 Shares 4,480 Est. Cost $59.62 Unrealized +6.1%
ADM Archer Daniels Midland 0.0%
Value ($000) $335 Shares 9,105 Est. Cost $23.37 Unrealized +9.7%
UGI UGI Corp New 0.0%
Value ($000) $333 Shares 8,500 Est. Cost $26.32 Unrealized +1.8%
ARCC Ares Capital Corporation 0.0%
Value ($000) $325 Shares 18,790 Est. Cost $5.23 Unrealized +2.6%
Altria Group Inc. 0.0%
Value ($000) $316 Shares 9,213 Est. Cost $34.95 Unrealized
CNI Canadian National Railway Co. 0.0%
Value ($000) $304 Shares 3,000 Est. Cost $39.40 Unrealized +0.5%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $289 Shares 6,336 Est. Cost $45.53 Unrealized +1.3%
ENB Enbridge Inc. 0.0%
Value ($000) $288 Shares 6,900 Est. Cost $23.28 Unrealized -4.9%
WGL Holdings, Inc. 0.0%
Value ($000) $284 Shares 6,650 Est. Cost $43.25 Unrealized
Sirona Dental Systems, Inc. 0.0%
Value ($000) $281 Shares 4,200 Est. Cost $66.15 Unrealized
Cedar Fair, L. P. Dep 0.0%
Value ($000) $279 Shares 6,400 Est. Cost $41.41 Unrealized
Diamond Offshore Drilling, Inc 0.0%
Value ($000) $273 Shares 4,375 Est. Cost $67.47 Unrealized
Twenty-First Century Fox, Inc. 0.0%
Value ($000) $273 Shares 8,144 Est. Cost $33.52 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $273 Shares 2,695 Est. Cost $96.94 Unrealized
Laclede Group Inc. 0.0%
Value ($000) $270 Shares 5,990 Est. Cost $45.74 Unrealized
RSG Republic Services, Inc. 0.0%
Value ($000) $267 Shares 8,000 Est. Cost $26.37 Unrealized +1.4%
Barclays Bank PLC Pfd. 6.625% 0.0%
Value ($000) $256 Shares 10,460 Est. Cost $24.74 Unrealized
EL Estee Lauder Companies, Inc. 0.0%
Value ($000) $253 Shares 3,618 Est. Cost $58.22 Unrealized -0.5%
PAYX Paychex Inc. 0.0%
Value ($000) $242 Shares 5,950 Est. Cost $25.02 Unrealized +8.0%
HYG iShares iBoxx High Yield Corpo 0.0%
Value ($000) $234 Shares 2,560 Est. Cost $91.41 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $219 Shares 2,500 Est. Cost $64.92 Unrealized 0.0%
YUM YUM! Brands, Inc. 0.0%
Value ($000) $214 Shares 3,000 Est. Cost $38.97 Unrealized +5.2%
HSBC Holdings PLC 8.125% 0.0%
Value ($000) $211 Shares 8,200 Est. Cost $25.37 Unrealized
Canadian Pacific Railway Limit 0.0%
Value ($000) $210 Shares 1,700 Est. Cost $123.53 Unrealized
BA Boeing Company 0.0%
Value ($000) $210 Shares 1,791 Est. Cost $91.56 Unrealized 0.0%
BAX Baxter International Inc. 0.0%
Value ($000) $209 Shares 3,176 Est. Cost $30.42 Unrealized +2.1%
Unit Corporation 0.0%
Value ($000) $207 Shares 4,450 Est. Cost $46.52 Unrealized
FLS Flowserve Corp 0.0%
Value ($000) $206 Shares 3,300 Est. Cost $46.10 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc. - Clas 0.0%
Value ($000) $201 Shares 1,767 Est. Cost $115.36 Unrealized 0.0%
CLX Clorox Co 0.0%
Value ($000) $196 Shares 2,400 Est. Cost $60.00 Unrealized -1.1%
Glaxosmithkline Plc ADR 0.0%
Value ($000) $192 Shares 3,831 Est. Cost $49.86 Unrealized
Windstream Holdings, Inc. 0.0%
Value ($000) $171 Shares 21,400 Est. Cost $7.99 Unrealized
iShares COMEX Gold Trust 0.0%
Value ($000) $137 Shares 10,650 Est. Cost $12.02 Unrealized
Alcoa, Inc. 0.0%
Value ($000) $123 Shares 15,156 Est. Cost $7.81 Unrealized
SunEdison, Inc.\Frmrly MEMC El 0.0%
Value ($000) $108 Shares 13,530 Est. Cost $8.20 Unrealized
Inventure Foods, Inc. 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $8.40 Unrealized
Japan Equity Fund 0.0%
Value ($000) $88 Shares 12,867 Est. Cost $6.45 Unrealized
OTMN O.T. Mining Corporation 0.0%
Value ($000) $6 Shares 30,000 Est. Cost $0.19 Unrealized +7.4%
Advanced Viral Research Corp 0.0%
Value ($000) $0 Shares 65,484 Est. Cost Unrealized