JONES FINANCIAL COMPANIES LLLP Diversified Active

CIK: 0000815917 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $12,164,239 (100.0% shares, 0.0% debt)

Holdings (213)

BND VANGUARD TOTAL BOND MARKET ETF 22.0%
Value ($000) $2,678,951 Shares 32,996,069 Est. Cost $80.84 Unrealized
AGG iShares Core Total Aggregate US Bond ETF 19.9%
Value ($000) $2,418,384 Shares 22,411,118 Est. Cost $107.21 Unrealized
VTV VANGUARD VALUE ETF 8.0%
Value ($000) $971,961 Shares 12,443,495 Est. Cost $68.38 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 6.6%
Value ($000) $796,919 Shares 8,258,216 Est. Cost $85.31 Unrealized
EFA iShares MSCI EAFE 6.4%
Value ($000) $779,820 Shares 11,604,475 Est. Cost $58.68 Unrealized
VUG VANGUARD GROWTH ETF 6.3%
Value ($000) $769,587 Shares 8,232,636 Est. Cost $79.32 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 4.9%
Value ($000) $599,517 Shares 7,485,547 Est. Cost $80.08 Unrealized
IWF iShares Russell 1000 Growth ETF 4.5%
Value ($000) $550,980 Shares 6,366,769 Est. Cost $74.43 Unrealized
EFV iShares MSCI EAFE Value 3.1%
Value ($000) $382,715 Shares 6,646,665 Est. Cost $49.50 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 2.1%
Value ($000) $261,512 Shares 4,143,106 Est. Cost $56.85 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.7%
Value ($000) $212,059 Shares 4,215,032 Est. Cost $45.00 Unrealized
IVW CEF ISHARES S&P 500 GROWTH IND 1.6%
Value ($000) $199,022 Shares 1,993,407 Est. Cost $85.22 Unrealized
SDY SPDR S&P Dividend 1.6%
Value ($000) $196,041 Shares 2,664,322 Est. Cost $66.85 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE E 1.3%
Value ($000) $157,228 Shares 2,287,617 Est. Cost $58.68 Unrealized
EFG iShares MSCI EAFE Growth 1.2%
Value ($000) $146,896 Shares 2,070,426 Est. Cost $63.17 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 0.9%
Value ($000) $114,024 Shares 1,328,951 Est. Cost $72.79 Unrealized
DIA SPDR DJIA TRUST ETF 0.6%
Value ($000) $73,699 Shares 448,731 Est. Cost $150.08 Unrealized
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $68,899 Shares 592,214 Est. Cost $98.41 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.4%
Value ($000) $46,819 Shares 896,921 Est. Cost $43.23 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.3%
Value ($000) $35,777 Shares 429,349 Est. Cost $83.49 Unrealized
IWR iShares Russell Mid-Cap ETF 0.2%
Value ($000) $25,414 Shares 164,215 Est. Cost $130.72 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $20,775 Shares 151,124 Est. Cost $118.32 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $19,382 Shares 198,851 Est. Cost $82.83 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $14,447 Shares 147,071 Est. Cost $59.77 Unrealized +11.5%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $13,329 Shares 112,094 Est. Cost $71.45 Unrealized -1.5%
PFE PFIZER INC 0.1%
Value ($000) $12,929 Shares 402,527 Est. Cost $16.49 Unrealized +10.4%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $12,522 Shares 103,982 Est. Cost $104.27 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $12,190 Shares 121,123 Est. Cost $83.83 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $12,031 Shares 149,262 Est. Cost $55.10 Unrealized +2.6%
MSFT MICROSOFT CORP 0.1%
Value ($000) $11,916 Shares 290,703 Est. Cost $27.00 Unrealized +15.8%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $11,238 Shares 185,107 Est. Cost $36.43 Unrealized +15.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $10,820 Shares 92,606 Est. Cost $93.13 Unrealized
IUSV iShares Russell 3000 Value ETF 0.1%
Value ($000) $10,502 Shares 83,145 Est. Cost $110.03 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $10,476 Shares 210,609 Est. Cost $27.85 Unrealized +20.0%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $10,404 Shares 125,608 Est. Cost $69.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $10,185 Shares 52,911 Est. Cost $117.10 Unrealized -6.7%
MMM 3M CO 0.1%
Value ($000) $10,092 Shares 74,393 Est. Cost $61.73 Unrealized +23.5%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $9,729 Shares 86,142 Est. Cost $96.44 Unrealized
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $9,632 Shares 120,302 Est. Cost $56.16 Unrealized +24.1%
MRK MERCK & CO INC 0.1%
Value ($000) $9,579 Shares 168,720 Est. Cost $30.26 Unrealized +18.2%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $9,423 Shares 83,063 Est. Cost $95.46 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $8,945 Shares 81,215 Est. Cost $95.38 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $8,657 Shares 167,051 Est. Cost $32.09 Unrealized +2.7%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $8,620 Shares 210,727 Est. Cost $27.70 Unrealized +15.4%
IVE CEF ISHARES S&P 500 VALUE INDE 0.1%
Value ($000) $8,552 Shares 98,416 Est. Cost $76.90 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $8,228 Shares 202,756 Est. Cost $39.03 Unrealized
VFC V F CORP 0.1%
Value ($000) $7,873 Shares 127,235 Est. Cost $49.67 Unrealized +13.4%
KO COCA COLA CO 0.1%
Value ($000) $7,414 Shares 191,785 Est. Cost $27.58 Unrealized -3.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $7,347 Shares 84,456 Est. Cost $48.27 Unrealized +17.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $7,147 Shares 90,623 Est. Cost $46.02 Unrealized +17.4%
T AT & T INC 0.1%
Value ($000) $7,113 Shares 202,807 Est. Cost $11.32 Unrealized -4.2%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $6,857 Shares 71,956 Est. Cost $58.97 Unrealized +5.9%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $6,666 Shares 88,772 Est. Cost $62.38 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $6,660 Shares 95,753 Est. Cost $45.39 Unrealized +10.5%
SPY SPDR S&P 500 0.1%
Value ($000) $6,644 Shares 35,528 Est. Cost $162.37 Unrealized
OEF iShares S&P 100 ETF 0.1%
Value ($000) $6,415 Shares 77,467 Est. Cost $72.03 Unrealized
CVS CVS CORP 0.1%
Value ($000) $6,400 Shares 85,489 Est. Cost $42.61 Unrealized +19.9%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $6,338 Shares 74,545 Est. Cost $72.66 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $6,222 Shares 74,509 Est. Cost $56.08 Unrealized +1.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $6,216 Shares 63,754 Est. Cost $54.07 Unrealized +21.1%
TMO THERMO FISCHER SCIENTIFIC 0.1%
Value ($000) $6,130 Shares 50,981 Est. Cost $80.25 Unrealized +42.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5,962 Shares 56,907 Est. Cost $90.15 Unrealized
ROYAL DUTCH SHELL ADR A SHS 0.0%
Value ($000) $5,692 Shares 77,908 Est. Cost $64.63 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $5,551 Shares 91,724 Est. Cost $47.93 Unrealized -13.1%
COVIDIEN PLC 0.0%
Value ($000) $5,543 Shares 75,249 Est. Cost $63.32 Unrealized
AAPL APPLE COMPUTER INC 0.0%
Value ($000) $5,425 Shares 10,107 Est. Cost $13.17 Unrealized +25.9%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $5,320 Shares 106,328 Est. Cost $16.04 Unrealized +24.4%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $5,094 Shares 59,227 Est. Cost $75.21 Unrealized
E M C CORP MASS 0.0%
Value ($000) $5,054 Shares 184,393 Est. Cost $24.26 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $4,910 Shares 69,796 Est. Cost $39.96 Unrealized +13.7%
GOOGLE INC-CL A 0.0%
Value ($000) $4,874 Shares 4,374 Est. Cost $919.54 Unrealized
BHP BILLITON PLC SPONS ADR 0.0%
Value ($000) $4,576 Shares 74,087 Est. Cost $52.66 Unrealized
DE DEERE & CO 0.0%
Value ($000) $4,524 Shares 49,821 Est. Cost $67.97 Unrealized +3.1%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $4,474 Shares 36,013 Est. Cost $104.93 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $4,409 Shares 53,844 Est. Cost $49.74 Unrealized -10.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $4,391 Shares 44,944 Est. Cost $54.23 Unrealized +7.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $4,374 Shares 44,619 Est. Cost $71.35 Unrealized -1.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,326 Shares 53,190 Est. Cost $50.32 Unrealized +21.8%
VO VANGUARD IND FD MID-CAP ETF 0.0%
Value ($000) $4,020 Shares 35,388 Est. Cost $96.02 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $3,703 Shares 48,455 Est. Cost $19.99 Unrealized -0.4%
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $3,662 Shares 54,578 Est. Cost $54.17 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3,659 Shares 104,660 Est. Cost $20.37 Unrealized +8.5%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3,639 Shares 29,210 Est. Cost $117.57 Unrealized
PRECISION CASTPARTS CORP 0.0%
Value ($000) $3,633 Shares 14,370 Est. Cost $230.74 Unrealized
FISV FISERV INC 0.0%
Value ($000) $3,577 Shares 63,086 Est. Cost $25.09 Unrealized +14.0%
CSX CSX CORP 0.0%
Value ($000) $3,576 Shares 123,424 Est. Cost $7.03 Unrealized +9.2%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $3,560 Shares 56,068 Est. Cost $56.59 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $3,366 Shares 28,288 Est. Cost $98.11 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $3,354 Shares 30,791 Est. Cost $58.43 Unrealized +37.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $3,327 Shares 69,929 Est. Cost $26.38 Unrealized -1.9%
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $3,203 Shares 63,022 Est. Cost $52.47 Unrealized
IJK CEF ISHARES S&P MIDCAP 400 GRW 0.0%
Value ($000) $3,202 Shares 20,938 Est. Cost $130.07 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $3,193 Shares 65,285 Est. Cost $33.96 Unrealized +14.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3,162 Shares 35,122 Est. Cost $60.62 Unrealized +24.5%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $3,158 Shares 69,552 Est. Cost $32.07 Unrealized +6.2%
JOHNSON CTLS INC 0.0%
Value ($000) $3,088 Shares 65,254 Est. Cost $36.89 Unrealized
ACN ACCENTURE PLC IRELAND CL A 0.0%
Value ($000) $3,053 Shares 38,302 Est. Cost $63.83 Unrealized +4.8%
USB US BANCORP NEW 0.0%
Value ($000) $3,016 Shares 70,362 Est. Cost $22.41 Unrealized +22.0%
NATIONAL-OILWELL INC 0.0%
Value ($000) $2,954 Shares 37,932 Est. Cost $73.52 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $2,947 Shares 34,625 Est. Cost $65.73 Unrealized -1.7%
HD HOME DEPOT INC 0.0%
Value ($000) $2,919 Shares 36,882 Est. Cost $56.05 Unrealized +7.5%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $2,784 Shares 30,066 Est. Cost $79.12 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $2,782 Shares 50,358 Est. Cost $20.22 Unrealized +2.2%
ENERGEN CORP 0.0%
Value ($000) $2,731 Shares 33,799 Est. Cost $58.05 Unrealized
BROADCOM CORP 0.0%
Value ($000) $2,716 Shares 86,309 Est. Cost $32.64 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2,704 Shares 117,784 Est. Cost $12.05 Unrealized +21.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,698 Shares 28,207 Est. Cost $14.15 Unrealized +17.1%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $2,667 Shares 28,746 Est. Cost $55.19 Unrealized +17.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $2,661 Shares 34,493 Est. Cost $54.37 Unrealized +9.1%
GENERAL ELEC CO 0.0%
Value ($000) $2,648 Shares 102,290 Est. Cost $23.19 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2,636 Shares 49,657 Est. Cost $23.81 Unrealized +37.8%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,616 Shares 25,943 Est. Cost $86.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $2,580 Shares 20,643 Est. Cost $111.45 Unrealized +4.8%
KELLOGG CO 0.0%
Value ($000) $2,532 Shares 40,380 Est. Cost $38.62 Unrealized -2.8%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $2,461 Shares 21,917 Est. Cost $97.53 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $2,454 Shares 71,504 Est. Cost $6.58 Unrealized +31.6%
ABT ABBOTT LABS 0.0%
Value ($000) $2,397 Shares 62,261 Est. Cost $28.96 Unrealized +6.1%
ITC HOLDINGS CORP 0.0%
Value ($000) $2,302 Shares 61,638 Est. Cost $55.21 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $2,287 Shares 17,250 Est. Cost $82.70 Unrealized +39.2%
IUSG ISHARES RUSSELL 3000 GROWTH ET 0.0%
Value ($000) $2,276 Shares 32,043 Est. Cost $60.00 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $2,071 Shares 28,149 Est. Cost $30.41 Unrealized -0.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,985 Shares 115,403 Est. Cost $10.85 Unrealized +22.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,962 Shares 34,675 Est. Cost $37.43 Unrealized +11.0%
TIME WARNER INC 0.0%
Value ($000) $1,929 Shares 29,522 Est. Cost $65.93 Unrealized
SPECTRA ENERGY CORP WI 0.0%
Value ($000) $1,892 Shares 51,218 Est. Cost $34.84 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,836 Shares 13,494 Est. Cost $113.49 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $1,797 Shares 24,754 Est. Cost $40.69 Unrealized +22.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,763 Shares 26,388 Est. Cost $40.02 Unrealized +19.4%
C CITIGROUP INC 0.0%
Value ($000) $1,742 Shares 36,579 Est. Cost $36.71 Unrealized +1.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $1,616 Shares 47,254 Est. Cost $33.87 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $1,606 Shares 13,451 Est. Cost $37.72 Unrealized +21.2%
COACH INC 0.0%
Value ($000) $1,564 Shares 31,499 Est. Cost $55.64 Unrealized
BLACKROCK INC CL A 0.0%
Value ($000) $1,540 Shares 4,897 Est. Cost $256.92 Unrealized
NORTHEAST UTILITIES 0.0%
Value ($000) $1,512 Shares 33,233 Est. Cost $41.91 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $1,485 Shares 9,058 Est. Cost $85.54 Unrealized -1.3%
PSX PHILLIPS 66 0.0%
Value ($000) $1,465 Shares 19,011 Est. Cost $40.44 Unrealized +23.2%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $1,447 Shares 39,309 Est. Cost $36.81 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,435 Shares 55,608 Est. Cost $17.15 Unrealized +8.9%
POTASH CORP SASK INC 0.0%
Value ($000) $1,424 Shares 39,332 Est. Cost $38.12 Unrealized
IVZ INVESCO LIMITED 0.0%
Value ($000) $1,390 Shares 37,573 Est. Cost $18.96 Unrealized +10.1%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $1,356 Shares 19,639 Est. Cost $26.17 Unrealized +7.7%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,346 Shares 46,488 Est. Cost $21.66 Unrealized -4.3%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1,344 Shares 11,223 Est. Cost $77.11 Unrealized +27.7%
ABBV ABBVIE INC 0.0%
Value ($000) $1,324 Shares 25,756 Est. Cost $26.69 Unrealized +18.0%
ST JUDE MEDICAL INC 0.0%
Value ($000) $1,293 Shares 19,776 Est. Cost $47.33 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,198 Shares 12,060 Est. Cost $62.07 Unrealized +12.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,182 Shares 31,592 Est. Cost $16.30 Unrealized +5.1%
BA BOEING CO 0.0%
Value ($000) $1,181 Shares 9,417 Est. Cost $81.65 Unrealized +36.8%
WESTAR ENERGY INC 0.0%
Value ($000) $1,077 Shares 30,649 Est. Cost $31.95 Unrealized
RWO SPDR Dow Jones Global Real Estate 0.0%
Value ($000) $1,069 Shares 24,483 Est. Cost $42.54 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,065 Shares 30,852 Est. Cost $23.34 Unrealized +12.9%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $1,059 Shares 19,816 Est. Cost $49.97 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,031 Shares 28,535 Est. Cost $24.40 Unrealized +7.0%
TJX TJX COS INC 0.0%
Value ($000) $1,012 Shares 16,692 Est. Cost $25.75 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $991 Shares 31,789 Est. Cost $17.33 Unrealized +31.0%
WHOLE FOODS MKT INC 0.0%
Value ($000) $956 Shares 18,864 Est. Cost $55.10 Unrealized
PRAXAIR INC 0.0%
Value ($000) $940 Shares 7,177 Est. Cost $130.08 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.0%
Value ($000) $910 Shares 17,211 Est. Cost $39.16 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $907 Shares 15,408 Est. Cost $42.44 Unrealized +5.0%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $906 Shares 29,205 Est. Cost $17.70 Unrealized -9.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $900 Shares 29,638 Est. Cost $19.89 Unrealized 0.0%
WALGREEN CO 0.0%
Value ($000) $876 Shares 13,265 Est. Cost $46.23 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $861 Shares 8,859 Est. Cost $57.81 Unrealized +23.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $791 Shares 12,191 Est. Cost $44.44 Unrealized +7.8%
NKE NIKE INC-CLASS B 0.0%
Value ($000) $788 Shares 10,676 Est. Cost $26.53 Unrealized +22.7%
ALLERGAN INC 0.0%
Value ($000) $784 Shares 6,322 Est. Cost $84.30 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $731 Shares 8,945 Est. Cost $41.04 Unrealized +22.6%
D DOMINION RESOURCES INC VA 0.0%
Value ($000) $707 Shares 9,957 Est. Cost $35.40 Unrealized +17.1%
FAMILY DOLLAR STORES INC 0.0%
Value ($000) $700 Shares 12,065 Est. Cost $66.57 Unrealized
BCE BCE INC 0.0%
Value ($000) $685 Shares 15,882 Est. Cost $22.22 Unrealized -3.3%
HEALTH CARE REIT INC 0.0%
Value ($000) $672 Shares 11,265 Est. Cost $66.34 Unrealized
LNT ALLIANT CORP 0.0%
Value ($000) $658 Shares 11,594 Est. Cost $16.98 Unrealized +6.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $653 Shares 5,919 Est. Cost $63.84 Unrealized +8.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $637 Shares 8,938 Est. Cost $42.00 Unrealized +1.6%
V VISA INC-CLASS A 0.0%
Value ($000) $629 Shares 2,914 Est. Cost $40.98 Unrealized +24.7%
ECL ECOLAB INC 0.0%
Value ($000) $618 Shares 5,724 Est. Cost $73.96 Unrealized +24.3%
CMI CUMMINS INC 0.0%
Value ($000) $600 Shares 4,025 Est. Cost $95.47 Unrealized +6.1%
MONSANTO CO NEW 0.0%
Value ($000) $593 Shares 5,216 Est. Cost $103.02 Unrealized
MET METLIFE INC 0.0%
Value ($000) $590 Shares 11,168 Est. Cost $24.77 Unrealized +25.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $576 Shares 25,671 Est. Cost $15.24 Unrealized +0.4%
UNP UNION PAC CORP 0.0%
Value ($000) $572 Shares 3,049 Est. Cost $58.49 Unrealized +16.7%
PowerShares Intl Dividend Achievers 0.0%
Value ($000) $567 Shares 31,115 Est. Cost $18.22 Unrealized
O REALTY INCOME CORP REIT 0.0%
Value ($000) $562 Shares 13,746 Est. Cost $25.40 Unrealized -10.6%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $553 Shares 9,854 Est. Cost $55.90 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $499 Shares 6,457 Est. Cost $46.08 Unrealized +13.8%
EOG EOG RES INC 0.0%
Value ($000) $483 Shares 2,463 Est. Cost $57.77 Unrealized +12.2%
FMC FMC CORP 0.0%
Value ($000) $480 Shares 6,276 Est. Cost $43.66 Unrealized +15.7%
BP BP AMOCO PLC 0.0%
Value ($000) $472 Shares 9,823 Est. Cost $42.52 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $451 Shares 12,222 Est. Cost $30.34 Unrealized -0.6%
APACHE CORP 0.0%
Value ($000) $443 Shares 5,335 Est. Cost $84.10 Unrealized
F FORD MOTOR CO DEL 'NEW' 0.0%
Value ($000) $431 Shares 27,618 Est. Cost $7.61 Unrealized +10.1%
VIACOM INC NEW CL B 0.0%
Value ($000) $413 Shares 4,852 Est. Cost $67.94 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $411 Shares 6,972 Est. Cost $33.21 Unrealized +28.8%
HESS CORPORATION 0.0%
Value ($000) $393 Shares 4,734 Est. Cost $68.17 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $365 Shares 10,042 Est. Cost $34.80 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $336 Shares 2,726 Est. Cost $73.99 Unrealized +17.4%
RAYTHEON COMPANY 0.0%
Value ($000) $316 Shares 3,200 Est. Cost $98.75 Unrealized
MEDTRONIC INC 0.0%
Value ($000) $315 Shares 5,113 Est. Cost $53.14 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $313 Shares 5,568 Est. Cost $42.16 Unrealized +5.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $313 Shares 4,159 Est. Cost $38.97 Unrealized +7.9%
SYK STRYKER CORP 0.0%
Value ($000) $303 Shares 3,716 Est. Cost $56.92 Unrealized +21.3%
SNA SNAP ON INC 0.0%
Value ($000) $302 Shares 2,663 Est. Cost $69.90 Unrealized +18.7%
STAPLES INC 0.0%
Value ($000) $269 Shares 23,714 Est. Cost $14.05 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $267 Shares 5,857 Est. Cost $45.03 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $264 Shares 9,124 Est. Cost $27.83 Unrealized 0.0%
DIRECTV 0.0%
Value ($000) $250 Shares 3,268 Est. Cost $61.90 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $249 Shares 11,377 Est. Cost $12.57 Unrealized -3.6%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $239 Shares 1,352 Est. Cost $118.33 Unrealized +35.3%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $230 Shares 2,426 Est. Cost $70.47 Unrealized +18.6%
LQD ISHARES IBOXX INV GRD CORP BON 0.0%
Value ($000) $218 Shares 1,866 Est. Cost $116.83 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $214 Shares 4,690 Est. Cost $22.49 Unrealized +1.3%
SIGMA ALDRICH CORP 0.0%
Value ($000) $210 Shares 2,254 Est. Cost $81.17 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $208 Shares 3,167 Est. Cost $46.32 Unrealized +38.5%