JONES FINANCIAL COMPANIES LLLP Diversified Active

CIK: 0000815917 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $11,327,242 (100.0% shares, 0.0% debt)

Holdings (218)

BND VANGUARD TOTAL BOND MARKET ETF 21.6%
Value ($000) $2,443,070 Shares 30,519,296 Est. Cost $80.82 Unrealized
AGG iShares Core Total Aggregate US Bond ETF 19.5%
Value ($000) $2,207,810 Shares 20,744,245 Est. Cost $107.15 Unrealized
VTV VANGUARD VALUE ETF 8.1%
Value ($000) $917,296 Shares 12,008,057 Est. Cost $68.03 Unrealized
VUG VANGUARD GROWTH ETF 6.6%
Value ($000) $745,901 Shares 8,016,134 Est. Cost $78.94 Unrealized
EFA iShares MSCI EAFE 6.5%
Value ($000) $735,841 Shares 10,967,159 Est. Cost $58.18 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 6.4%
Value ($000) $727,289 Shares 7,723,151 Est. Cost $84.53 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 5.0%
Value ($000) $569,013 Shares 7,118,901 Est. Cost $80.07 Unrealized
IWF iShares Russell 1000 Growth ETF 4.6%
Value ($000) $516,408 Shares 6,008,228 Est. Cost $73.70 Unrealized
EFV iShares MSCI EAFE Value 3.2%
Value ($000) $357,819 Shares 6,255,584 Est. Cost $48.99 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 2.2%
Value ($000) $246,615 Shares 3,957,237 Est. Cost $56.55 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.8%
Value ($000) $201,591 Shares 3,973,800 Est. Cost $44.68 Unrealized
IVW CEF ISHARES S&P 500 GROWTH IND 1.7%
Value ($000) $189,027 Shares 1,914,190 Est. Cost $84.61 Unrealized
SDY SPDR S&P Dividend 1.6%
Value ($000) $184,381 Shares 2,538,983 Est. Cost $66.52 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE E 1.3%
Value ($000) $143,294 Shares 2,180,708 Est. Cost $58.19 Unrealized
EFG iShares MSCI EAFE Growth 1.2%
Value ($000) $138,491 Shares 1,937,464 Est. Cost $62.64 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 1.0%
Value ($000) $107,745 Shares 1,277,203 Est. Cost $72.26 Unrealized
DIA SPDR DJIA TRUST ETF 0.6%
Value ($000) $70,674 Shares 427,118 Est. Cost $149.36 Unrealized
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $65,813 Shares 570,505 Est. Cost $97.73 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.4%
Value ($000) $43,049 Shares 844,428 Est. Cost $42.67 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.3%
Value ($000) $35,342 Shares 432,582 Est. Cost $83.49 Unrealized
IWR iShares Russell Mid-Cap ETF 0.2%
Value ($000) $23,807 Shares 158,735 Est. Cost $129.89 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $18,911 Shares 141,329 Est. Cost $116.99 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $18,908 Shares 197,126 Est. Cost $82.83 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $14,354 Shares 114,914 Est. Cost $71.45 Unrealized +1.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $13,371 Shares 145,985 Est. Cost $59.77 Unrealized +10.0%
PFE PFIZER INC 0.1%
Value ($000) $12,838 Shares 419,141 Est. Cost $16.49 Unrealized +6.9%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $12,089 Shares 148,497 Est. Cost $55.10 Unrealized +5.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $11,708 Shares 120,240 Est. Cost $83.83 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $10,975 Shares 187,675 Est. Cost $36.43 Unrealized +8.8%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $10,746 Shares 92,456 Est. Cost $102.26 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $10,465 Shares 91,959 Est. Cost $93.13 Unrealized
MMM 3M CO 0.1%
Value ($000) $10,308 Shares 73,497 Est. Cost $61.55 Unrealized +18.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $10,247 Shares 273,920 Est. Cost $26.74 Unrealized +12.3%
IUSV iShares Russell 3000 Value ETF 0.1%
Value ($000) $9,950 Shares 80,635 Est. Cost $109.52 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $9,759 Shares 122,330 Est. Cost $69.00 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $9,728 Shares 214,270 Est. Cost $27.85 Unrealized +10.5%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $9,215 Shares 83,817 Est. Cost $95.98 Unrealized
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $9,194 Shares 120,335 Est. Cost $56.16 Unrealized +9.8%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $8,946 Shares 80,401 Est. Cost $94.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $8,620 Shares 45,956 Est. Cost $118.29 Unrealized -10.1%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $8,446 Shares 205,298 Est. Cost $39.03 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $8,346 Shares 166,756 Est. Cost $30.19 Unrealized +3.6%
IVE CEF ISHARES S&P 500 VALUE INDE 0.1%
Value ($000) $8,184 Shares 95,750 Est. Cost $76.62 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $8,097 Shares 162,220 Est. Cost $32.06 Unrealized +2.6%
VFC V F CORP 0.1%
Value ($000) $7,956 Shares 127,624 Est. Cost $49.67 Unrealized +4.9%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $7,849 Shares 205,144 Est. Cost $27.59 Unrealized +4.4%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $7,825 Shares 71,699 Est. Cost $93.42 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $7,762 Shares 187,908 Est. Cost $27.60 Unrealized -2.4%
T AT & T INC 0.1%
Value ($000) $6,705 Shares 190,674 Est. Cost $11.35 Unrealized -1.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $6,493 Shares 64,158 Est. Cost $54.23 Unrealized +3.2%
OEF iShares S&P 100 ETF 0.1%
Value ($000) $6,466 Shares 78,514 Est. Cost $72.03 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $6,454 Shares 86,922 Est. Cost $45.68 Unrealized +10.2%
STT STATE STREET CORP 0.1%
Value ($000) $6,439 Shares 87,747 Est. Cost $44.95 Unrealized +12.6%
AAPL APPLE COMPUTER INC 0.1%
Value ($000) $6,349 Shares 11,317 Est. Cost $13.17 Unrealized +24.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $6,331 Shares 81,610 Est. Cost $47.97 Unrealized +8.2%
SPY SPDR S&P 500 0.1%
Value ($000) $6,267 Shares 33,933 Est. Cost $161.21 Unrealized
TMO THERMO FISCHER SCIENTIFIC 0.1%
Value ($000) $6,264 Shares 56,254 Est. Cost $80.25 Unrealized +19.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $6,109 Shares 86,469 Est. Cost $39.96 Unrealized +21.1%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $6,090 Shares 86,693 Est. Cost $62.07 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $6,051 Shares 63,627 Est. Cost $58.51 Unrealized +8.3%
PEP PEPSICO INC 0.1%
Value ($000) $5,832 Shares 70,317 Est. Cost $56.04 Unrealized +3.1%
TGT TARGET CORP 0.1%
Value ($000) $5,820 Shares 91,985 Est. Cost $47.93 Unrealized -7.0%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $5,807 Shares 56,276 Est. Cost $89.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $5,709 Shares 71,020 Est. Cost $72.05 Unrealized
CVS CVS CORP 0.0%
Value ($000) $5,621 Shares 78,537 Est. Cost $41.86 Unrealized +10.6%
ROYAL DUTCH SHELL ADR A SHS 0.0%
Value ($000) $5,493 Shares 77,073 Est. Cost $64.54 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $5,489 Shares 60,910 Est. Cost $53.54 Unrealized +21.5%
VODAFONE GROUP ADR 0.0%
Value ($000) $5,389 Shares 137,099 Est. Cost $28.75 Unrealized
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $5,204 Shares 100,144 Est. Cost $15.80 Unrealized +16.3%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $4,905 Shares 57,834 Est. Cost $74.95 Unrealized
COVIDIEN PLC 0.0%
Value ($000) $4,860 Shares 71,367 Est. Cost $62.76 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $4,781 Shares 52,692 Est. Cost $60.62 Unrealized +14.3%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $4,677 Shares 53,682 Est. Cost $49.74 Unrealized -3.8%
JOHNSON CTLS INC 0.0%
Value ($000) $4,587 Shares 89,413 Est. Cost $36.89 Unrealized
GOOGLE INC-CL A 0.0%
Value ($000) $4,546 Shares 4,056 Est. Cost $904.27 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,508 Shares 53,610 Est. Cost $50.32 Unrealized +18.2%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $4,291 Shares 35,087 Est. Cost $104.42 Unrealized
E M C CORP MASS 0.0%
Value ($000) $4,206 Shares 167,246 Est. Cost $23.94 Unrealized
BHP BILLITON PLC SPONS ADR 0.0%
Value ($000) $4,136 Shares 66,575 Est. Cost $51.63 Unrealized
DE DEERE & CO 0.0%
Value ($000) $3,960 Shares 43,360 Est. Cost $67.66 Unrealized -0.3%
USB US BANCORP NEW 0.0%
Value ($000) $3,952 Shares 97,834 Est. Cost $22.41 Unrealized +13.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $3,793 Shares 39,082 Est. Cost $71.50 Unrealized -2.1%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $3,775 Shares 34,317 Est. Cost $95.47 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $3,629 Shares 46,129 Est. Cost $19.99 Unrealized +1.8%
PRECISION CASTPARTS CORP 0.0%
Value ($000) $3,614 Shares 13,419 Est. Cost $229.18 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $3,433 Shares 52,835 Est. Cost $53.74 Unrealized
FISV FISERV INC 0.0%
Value ($000) $3,429 Shares 58,075 Est. Cost $24.79 Unrealized +8.8%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3,407 Shares 25,734 Est. Cost $116.62 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $3,398 Shares 41,276 Est. Cost $56.05 Unrealized +4.8%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $3,352 Shares 53,215 Est. Cost $56.22 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $3,321 Shares 23,098 Est. Cost $82.70 Unrealized +35.6%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3,262 Shares 93,056 Est. Cost $20.15 Unrealized +15.1%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $3,262 Shares 27,507 Est. Cost $97.51 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3,228 Shares 64,038 Est. Cost $23.81 Unrealized +12.7%
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $3,168 Shares 57,464 Est. Cost $52.63 Unrealized
GENERAL ELEC CO 0.0%
Value ($000) $3,122 Shares 111,383 Est. Cost $23.19 Unrealized
IJK CEF ISHARES S&P MIDCAP 400 GRW 0.0%
Value ($000) $3,028 Shares 20,161 Est. Cost $129.19 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,934 Shares 34,267 Est. Cost $14.15 Unrealized +8.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,830 Shares 29,616 Est. Cost $57.57 Unrealized +19.3%
LOW LOWES COS INC 0.0%
Value ($000) $2,780 Shares 56,105 Est. Cost $33.13 Unrealized +18.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $2,759 Shares 65,303 Est. Cost $31.95 Unrealized +2.5%
CSX CSX CORP 0.0%
Value ($000) $2,672 Shares 92,875 Est. Cost $6.81 Unrealized +8.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $2,649 Shares 48,572 Est. Cost $37.43 Unrealized +9.8%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $2,630 Shares 29,146 Est. Cost $78.70 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $2,545 Shares 34,218 Est. Cost $40.69 Unrealized +13.5%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,477 Shares 24,899 Est. Cost $86.37 Unrealized
NATIONAL-OILWELL INC 0.0%
Value ($000) $2,406 Shares 30,253 Est. Cost $72.42 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $2,385 Shares 33,980 Est. Cost $40.02 Unrealized +20.4%
BLACKROCK INC CL A 0.0%
Value ($000) $2,374 Shares 7,499 Est. Cost $256.92 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2,325 Shares 110,529 Est. Cost $11.88 Unrealized +10.1%
MDU MDU RES GROUP INC 0.0%
Value ($000) $2,321 Shares 75,976 Est. Cost $6.58 Unrealized +18.6%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $2,263 Shares 19,084 Est. Cost $111.01 Unrealized +4.2%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $2,257 Shares 20,401 Est. Cost $96.43 Unrealized
IUSG ISHARES RUSSELL 3000 GROWTH ET 0.0%
Value ($000) $2,241 Shares 31,756 Est. Cost $60.00 Unrealized
BROADCOM CORP 0.0%
Value ($000) $2,216 Shares 74,758 Est. Cost $32.82 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $2,198 Shares 40,050 Est. Cost $20.10 Unrealized -2.0%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $2,158 Shares 23,621 Est. Cost $53.13 Unrealized +14.5%
ENERGEN CORP 0.0%
Value ($000) $2,133 Shares 30,152 Est. Cost $55.30 Unrealized
ACN ACCENTURE PLC IRELAND CL A 0.0%
Value ($000) $2,081 Shares 25,311 Est. Cost $62.25 Unrealized -1.1%
ABT ABBOTT LABS 0.0%
Value ($000) $2,059 Shares 53,707 Est. Cost $28.68 Unrealized +1.9%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $2,025 Shares 17,720 Est. Cost $37.72 Unrealized +16.0%
ITC HOLDINGS CORP 0.0%
Value ($000) $1,933 Shares 20,173 Est. Cost $91.94 Unrealized
KELLOGG CO 0.0%
Value ($000) $1,922 Shares 31,472 Est. Cost $38.93 Unrealized -2.9%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $1,878 Shares 28,339 Est. Cost $26.17 Unrealized +4.1%
PSX PHILLIPS 66 0.0%
Value ($000) $1,875 Shares 24,307 Est. Cost $40.44 Unrealized +7.4%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,750 Shares 12,909 Est. Cost $112.47 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,662 Shares 18,362 Est. Cost $66.72 Unrealized +0.1%
SPECTRA ENERGY CORP WI 0.0%
Value ($000) $1,640 Shares 46,031 Est. Cost $34.61 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,638 Shares 105,186 Est. Cost $10.62 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $1,568 Shares 31,909 Est. Cost $26.99 Unrealized -1.4%
COACH INC 0.0%
Value ($000) $1,549 Shares 27,596 Est. Cost $56.48 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1,523 Shares 19,871 Est. Cost $50.72 Unrealized +13.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,493 Shares 38,893 Est. Cost $16.30 Unrealized +5.2%
INTC INTEL CORP 0.0%
Value ($000) $1,478 Shares 56,925 Est. Cost $17.15 Unrealized +4.5%
THOMSON REUTERS CORP 0.0%
Value ($000) $1,431 Shares 37,850 Est. Cost $33.79 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1,417 Shares 11,016 Est. Cost $76.71 Unrealized +23.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $1,400 Shares 20,141 Est. Cost $30.43 Unrealized -4.0%
NORTHEAST UTILITIES 0.0%
Value ($000) $1,391 Shares 32,827 Est. Cost $41.87 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,377 Shares 38,146 Est. Cost $24.40 Unrealized -0.1%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1,348 Shares 37,705 Est. Cost $34.80 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1,344 Shares 25,453 Est. Cost $26.63 Unrealized +14.1%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1,314 Shares 36,104 Est. Cost $18.88 Unrealized +7.5%
ST JUDE MEDICAL INC 0.0%
Value ($000) $1,310 Shares 21,154 Est. Cost $47.33 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $1,307 Shares 39,648 Est. Cost $38.12 Unrealized
O REALTY INCOME CORP REIT 0.0%
Value ($000) $1,289 Shares 34,550 Est. Cost $25.40 Unrealized -14.7%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $1,287 Shares 24,218 Est. Cost $29.20 Unrealized +17.0%
BA BOEING CO 0.0%
Value ($000) $1,276 Shares 9,353 Est. Cost $81.65 Unrealized +35.9%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $1,201 Shares 35,649 Est. Cost $17.70 Unrealized -6.3%
MS MORGAN STANLEY 0.0%
Value ($000) $1,163 Shares 37,090 Est. Cost $17.33 Unrealized +25.8%
C CITIGROUP INC 0.0%
Value ($000) $1,131 Shares 21,702 Est. Cost $36.46 Unrealized +3.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,130 Shares 32,032 Est. Cost $23.34 Unrealized +9.3%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $1,126 Shares 21,089 Est. Cost $49.97 Unrealized
NKE NIKE INC-CLASS B 0.0%
Value ($000) $1,102 Shares 14,007 Est. Cost $26.53 Unrealized +23.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,098 Shares 16,840 Est. Cost $44.44 Unrealized +8.9%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.0%
Value ($000) $1,033 Shares 25,776 Est. Cost $39.16 Unrealized
FMC FMC CORP 0.0%
Value ($000) $1,033 Shares 13,692 Est. Cost $43.66 Unrealized +12.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,027 Shares 11,308 Est. Cost $61.56 Unrealized +1.8%
WESTAR ENERGY INC 0.0%
Value ($000) $1,001 Shares 31,120 Est. Cost $31.95 Unrealized
FAMILY DOLLAR STORES INC 0.0%
Value ($000) $996 Shares 15,326 Est. Cost $66.57 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $936 Shares 10,084 Est. Cost $57.81 Unrealized +13.7%
WHOLE FOODS MKT INC 0.0%
Value ($000) $896 Shares 15,504 Est. Cost $56.06 Unrealized
WALGREEN CO 0.0%
Value ($000) $825 Shares 14,371 Est. Cost $46.23 Unrealized
MET METLIFE INC 0.0%
Value ($000) $808 Shares 14,983 Est. Cost $24.77 Unrealized +21.6%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $802 Shares 11,627 Est. Cost $42.00 Unrealized +0.8%
DOV DOVER CORP 0.0%
Value ($000) $776 Shares 8,034 Est. Cost $39.99 Unrealized +23.2%
ALLERGAN INC 0.0%
Value ($000) $768 Shares 6,914 Est. Cost $84.30 Unrealized
TIME WARNER INC 0.0%
Value ($000) $728 Shares 10,453 Est. Cost $67.01 Unrealized
D DOMINION RESOURCES INC VA 0.0%
Value ($000) $719 Shares 11,119 Est. Cost $35.40 Unrealized +9.3%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $704 Shares 24,560 Est. Cost $22.49 Unrealized -0.2%
V VISA INC-CLASS A 0.0%
Value ($000) $690 Shares 3,099 Est. Cost $40.98 Unrealized +12.9%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $686 Shares 8,495 Est. Cost $46.08 Unrealized +11.7%
LLY LILLY ELI & CO 0.0%
Value ($000) $683 Shares 13,408 Est. Cost $42.13 Unrealized -6.1%
HESS CORPORATION 0.0%
Value ($000) $672 Shares 8,095 Est. Cost $68.17 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $671 Shares 5,759 Est. Cost $103.02 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $659 Shares 6,324 Est. Cost $73.96 Unrealized +23.0%
BCE BCE INC 0.0%
Value ($000) $629 Shares 14,534 Est. Cost $22.29 Unrealized -2.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $620 Shares 5,935 Est. Cost $63.84 Unrealized +3.9%
FLIR SYSTEMS INC 0.0%
Value ($000) $603 Shares 20,022 Est. Cost $29.97 Unrealized
LNT ALLIANT CORP 0.0%
Value ($000) $589 Shares 11,421 Est. Cost $16.96 Unrealized +3.1%
VIACOM INC NEW CL B 0.0%
Value ($000) $588 Shares 6,728 Est. Cost $67.94 Unrealized
HEALTH CARE REIT INC 0.0%
Value ($000) $584 Shares 10,894 Est. Cost $66.57 Unrealized
RWO SPDR Dow Jones Global Real Estate 0.0%
Value ($000) $572 Shares 13,764 Est. Cost $41.67 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $533 Shares 23,739 Est. Cost $15.24 Unrealized -0.2%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $514 Shares 9,534 Est. Cost $55.89 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $503 Shares 3,309 Est. Cost $87.50 Unrealized -7.5%
F FORD MOTOR CO DEL 'NEW' 0.0%
Value ($000) $473 Shares 30,617 Est. Cost $7.61 Unrealized +18.4%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $468 Shares 10,430 Est. Cost $21.46 Unrealized +12.2%
UNP UNION PAC CORP 0.0%
Value ($000) $461 Shares 2,746 Est. Cost $57.42 Unrealized +5.5%
BP BP AMOCO PLC 0.0%
Value ($000) $446 Shares 9,169 Est. Cost $42.12 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $445 Shares 2,941 Est. Cost $121.25 Unrealized
APACHE CORP 0.0%
Value ($000) $429 Shares 4,987 Est. Cost $84.18 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $380 Shares 7,495 Est. Cost $33.21 Unrealized +24.3%
CMI CUMMINS INC 0.0%
Value ($000) $374 Shares 2,652 Est. Cost $92.46 Unrealized +4.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $372 Shares 8,455 Est. Cost $25.47 Unrealized +18.1%
NNN NATIONAL RETAIL PROPERTIES REI 0.0%
Value ($000) $365 Shares 12,043 Est. Cost $32.86 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $349 Shares 8,497 Est. Cost $30.42 Unrealized -0.9%
AMGN AMGEN INC 0.0%
Value ($000) $337 Shares 2,951 Est. Cost $73.99 Unrealized +9.6%
MEDTRONIC INC 0.0%
Value ($000) $335 Shares 5,833 Est. Cost $53.14 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $330 Shares 4,360 Est. Cost $38.97 Unrealized +4.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $322 Shares 5,645 Est. Cost $42.16 Unrealized +5.1%
PRAXAIR INC 0.0%
Value ($000) $291 Shares 2,238 Est. Cost $128.12 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $291 Shares 2,653 Est. Cost $69.90 Unrealized +13.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $289 Shares 2,587 Est. Cost $70.09 Unrealized +6.8%
SYK STRYKER CORP 0.0%
Value ($000) $279 Shares 3,716 Est. Cost $56.92 Unrealized +10.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $279 Shares 1,503 Est. Cost $167.63 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $261 Shares 1,555 Est. Cost $53.66 Unrealized +16.2%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $245 Shares 2,628 Est. Cost $70.47 Unrealized +11.1%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $241 Shares 1,492 Est. Cost $118.33 Unrealized +18.8%
STAPLES INC 0.0%
Value ($000) $236 Shares 14,869 Est. Cost $15.66 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $233 Shares 3,896 Est. Cost $46.32 Unrealized +19.3%
DIRECTV 0.0%
Value ($000) $232 Shares 3,362 Est. Cost $61.90 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $225 Shares 11,363 Est. Cost $15.59 Unrealized +17.3%
PowerShares Intl Dividend Achievers 0.0%
Value ($000) $214 Shares 11,638 Est. Cost $18.23 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $214 Shares 2,277 Est. Cost $81.17 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $213 Shares 10,777 Est. Cost $12.59 Unrealized -7.7%
TRANSCANADA CORP 0.0%
Value ($000) $209 Shares 4,572 Est. Cost $44.87 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $201 Shares 4,607 Est. Cost $22.48 Unrealized -1.8%
LIBERTY MEDIA CORP - LIBER-A 0.0%
Value ($000) $201 Shares 1,373 Est. Cost $147.12 Unrealized