JONES FINANCIAL COMPANIES LLLP Diversified Active

CIK: 0000815917 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value ($000): $13,194,644 (100.0% shares, 0.0% debt)

Holdings (227)

BND Vanguard Total Bond Market ETF 22.1%
Value ($000) $2,916,391 Shares 35,470,582 Est. Cost $80.94 Unrealized
AGG iShares Core Total Aggregate US Bond ETF 20.0%
Value ($000) $2,634,253 Shares 24,079,090 Est. Cost $107.36 Unrealized
VTV Vanguard Value ETF 7.9%
Value ($000) $1,045,326 Shares 12,913,230 Est. Cost $68.84 Unrealized
IWD iShares Russell 1000 Value ETF 6.7%
Value ($000) $883,081 Shares 8,720,066 Est. Cost $86.15 Unrealized
VUG Vanguard Growth ETF 6.4%
Value ($000) $846,858 Shares 8,562,769 Est. Cost $80.08 Unrealized
EFA iShares MSCI EAFE 6.3%
Value ($000) $834,867 Shares 12,211,017 Est. Cost $59.16 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 4.9%
Value ($000) $640,365 Shares 7,970,689 Est. Cost $80.09 Unrealized
IWF iShares Russell 1000 Growth ETF 4.6%
Value ($000) $611,318 Shares 6,722,949 Est. Cost $75.30 Unrealized
EFV iShares MSCI EAFE Value 3.1%
Value ($000) $406,684 Shares 6,943,549 Est. Cost $49.89 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 2.1%
Value ($000) $283,267 Shares 4,271,532 Est. Cost $57.13 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.7%
Value ($000) $230,669 Shares 4,411,331 Est. Cost $45.33 Unrealized
IVW CEF ISHARES S&P 500 GROWTH IND 1.7%
Value ($000) $217,892 Shares 2,071,415 Est. Cost $85.97 Unrealized
SDY SPDR S&P Dividend 1.6%
Value ($000) $209,735 Shares 2,738,422 Est. Cost $67.11 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE E 1.3%
Value ($000) $171,998 Shares 2,368,783 Est. Cost $59.16 Unrealized
EFG iShares MSCI EAFE Growth 1.2%
Value ($000) $157,904 Shares 2,179,477 Est. Cost $63.64 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 0.9%
Value ($000) $123,824 Shares 1,382,587 Est. Cost $73.44 Unrealized
DIA SPDR DJIA TRUST ETF 0.6%
Value ($000) $78,464 Shares 467,355 Est. Cost $150.79 Unrealized
IWM iShares Russell 2000 ETF 0.6%
Value ($000) $73,637 Shares 619,781 Est. Cost $99.32 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.4%
Value ($000) $49,662 Shares 938,438 Est. Cost $43.66 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.3%
Value ($000) $37,273 Shares 440,109 Est. Cost $83.52 Unrealized
IWR iShares Russell Mid-Cap ETF 0.2%
Value ($000) $27,170 Shares 167,140 Est. Cost $131.28 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $22,218 Shares 155,282 Est. Cost $118.98 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $20,522 Shares 201,650 Est. Cost $83.09 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $15,049 Shares 143,847 Est. Cost $59.77 Unrealized +22.4%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $14,798 Shares 113,346 Est. Cost $71.50 Unrealized +6.2%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $13,381 Shares 105,424 Est. Cost $104.58 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $13,308 Shares 448,393 Est. Cost $16.60 Unrealized +5.7%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $12,405 Shares 117,583 Est. Cost $83.83 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $12,336 Shares 295,828 Est. Cost $27.12 Unrealized +25.2%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $12,158 Shares 154,700 Est. Cost $55.21 Unrealized +5.6%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $11,654 Shares 202,243 Est. Cost $36.83 Unrealized +11.8%
WFC WELLS FARGO & CO 0.1%
Value ($000) $11,143 Shares 212,011 Est. Cost $27.85 Unrealized +30.4%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $11,078 Shares 127,426 Est. Cost $69.62 Unrealized
IUSV iShares Russell 3000 Value ETF 0.1%
Value ($000) $11,070 Shares 83,519 Est. Cost $110.03 Unrealized
MMM 3M CO 0.1%
Value ($000) $10,785 Shares 75,291 Est. Cost $61.96 Unrealized +30.8%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $10,677 Shares 92,479 Est. Cost $93.13 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $10,362 Shares 88,481 Est. Cost $96.99 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $9,833 Shares 169,977 Est. Cost $30.26 Unrealized +25.5%
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $9,812 Shares 114,441 Est. Cost $56.16 Unrealized +30.8%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $9,779 Shares 84,712 Est. Cost $95.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $9,308 Shares 51,344 Est. Cost $117.10 Unrealized -4.1%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $9,184 Shares 81,930 Est. Cost $95.38 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $9,115 Shares 173,490 Est. Cost $32.22 Unrealized +11.0%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $8,904 Shares 206,438 Est. Cost $39.10 Unrealized
IVE CEF ISHARES S&P 500 VALUE INDE 0.1%
Value ($000) $8,893 Shares 98,504 Est. Cost $76.90 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $8,796 Shares 217,001 Est. Cost $27.90 Unrealized +24.2%
VFC V F CORP 0.1%
Value ($000) $8,181 Shares 129,860 Est. Cost $49.84 Unrealized +16.6%
T AT & T INC 0.1%
Value ($000) $8,013 Shares 226,601 Est. Cost $11.37 Unrealized +3.6%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $7,983 Shares 77,784 Est. Cost $59.51 Unrealized +11.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $7,906 Shares 88,786 Est. Cost $48.83 Unrealized +22.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $7,528 Shares 63,820 Est. Cost $54.07 Unrealized +38.4%
KO COCA COLA CO 0.1%
Value ($000) $7,475 Shares 176,476 Est. Cost $27.58 Unrealized +1.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $7,435 Shares 93,876 Est. Cost $46.41 Unrealized +23.5%
SPY SPDR S&P 500 0.1%
Value ($000) $6,958 Shares 35,553 Est. Cost $162.37 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $6,891 Shares 76,112 Est. Cost $73.03 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $6,568 Shares 97,647 Est. Cost $45.43 Unrealized +5.4%
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $6,546 Shares 94,416 Est. Cost $62.79 Unrealized
OEF iShares S&P 100 ETF 0.0%
Value ($000) $6,504 Shares 75,161 Est. Cost $72.03 Unrealized
CVS CVS CORP 0.0%
Value ($000) $6,429 Shares 85,305 Est. Cost $42.61 Unrealized +28.8%
PEP PEPSICO INC 0.0%
Value ($000) $6,403 Shares 71,674 Est. Cost $56.08 Unrealized +8.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $6,229 Shares 56,571 Est. Cost $90.15 Unrealized
AAPL APPLE COMPUTER INC 0.0%
Value ($000) $6,211 Shares 66,844 Est. Cost $17.83 Unrealized +4.7%
TMO THERMO FISCHER SCIENTIFIC 0.0%
Value ($000) $6,172 Shares 52,309 Est. Cost $81.09 Unrealized +39.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $6,031 Shares 59,904 Est. Cost $56.14 Unrealized +10.2%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $6,030 Shares 112,326 Est. Cost $16.24 Unrealized +21.8%
TGT TARGET CORP 0.0%
Value ($000) $5,527 Shares 95,371 Est. Cost $47.69 Unrealized -12.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,488 Shares 64,018 Est. Cost $39.96 Unrealized +33.5%
COVIDIEN PLC 0.0%
Value ($000) $5,445 Shares 60,381 Est. Cost $63.32 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $5,277 Shares 58,634 Est. Cost $75.21 Unrealized
E M C CORP MASS 0.0%
Value ($000) $5,219 Shares 198,150 Est. Cost $24.41 Unrealized
ROYAL DUTCH SHELL ADR A SHS 0.0%
Value ($000) $5,118 Shares 62,142 Est. Cost $64.63 Unrealized
BHP BILLITON PLC SPONS ADR 0.0%
Value ($000) $5,116 Shares 78,421 Est. Cost $53.35 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $4,885 Shares 114,601 Est. Cost $20.86 Unrealized +24.7%
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $4,785 Shares 37,561 Est. Cost $105.86 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,727 Shares 53,987 Est. Cost $50.54 Unrealized +29.5%
DE DEERE & CO 0.0%
Value ($000) $4,710 Shares 52,006 Est. Cost $68.23 Unrealized +8.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $4,693 Shares 46,585 Est. Cost $71.49 Unrealized +4.6%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $4,580 Shares 54,325 Est. Cost $49.74 Unrealized -3.0%
VO VANGUARD IND FD MID-CAP ETF 0.0%
Value ($000) $4,393 Shares 37,015 Est. Cost $97.02 Unrealized
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $4,323 Shares 85,109 Est. Cost $52.04 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $4,251 Shares 86,889 Est. Cost $26.46 Unrealized +1.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $3,887 Shares 41,330 Est. Cost $66.51 Unrealized +6.0%
FISV FISERV INC 0.0%
Value ($000) $3,875 Shares 64,240 Est. Cost $25.18 Unrealized +17.8%
PRECISION CASTPARTS CORP 0.0%
Value ($000) $3,828 Shares 15,168 Est. Cost $231.88 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3,794 Shares 29,807 Est. Cost $117.76 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $3,776 Shares 57,708 Est. Cost $54.78 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $3,700 Shares 74,825 Est. Cost $32.44 Unrealized +14.8%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $3,668 Shares 30,364 Est. Cost $99.66 Unrealized
GOOGLE INC-CL A 0.0%
Value ($000) $3,654 Shares 6,250 Est. Cost $819.02 Unrealized
CSX CSX CORP 0.0%
Value ($000) $3,612 Shares 117,219 Est. Cost $7.03 Unrealized +15.3%
IJK CEF ISHARES S&P MIDCAP 400 GRW 0.0%
Value ($000) $3,540 Shares 22,533 Est. Cost $131.99 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $3,536 Shares 30,339 Est. Cost $58.43 Unrealized +51.5%
WMT WAL MART STORES INC 0.0%
Value ($000) $3,511 Shares 46,766 Est. Cost $19.99 Unrealized +2.7%
LOW LOWES COS INC 0.0%
Value ($000) $3,422 Shares 71,316 Est. Cost $34.29 Unrealized +10.4%
NATIONAL-OILWELL INC 0.0%
Value ($000) $3,386 Shares 41,112 Est. Cost $74.21 Unrealized
BROADCOM CORP 0.0%
Value ($000) $3,383 Shares 91,135 Est. Cost $32.88 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $3,327 Shares 62,446 Est. Cost $56.26 Unrealized
ACN ACCENTURE PLC IRELAND CL A 0.0%
Value ($000) $3,304 Shares 40,862 Est. Cost $63.98 Unrealized +3.4%
JOHNSON CTLS INC 0.0%
Value ($000) $3,176 Shares 63,619 Est. Cost $36.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $3,140 Shares 24,811 Est. Cost $113.99 Unrealized +11.0%
USB US BANCORP NEW 0.0%
Value ($000) $3,047 Shares 70,332 Est. Cost $22.41 Unrealized +24.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $3,005 Shares 36,378 Est. Cost $54.82 Unrealized +15.0%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $2,890 Shares 29,984 Est. Cost $79.12 Unrealized
ENERGEN CORP 0.0%
Value ($000) $2,888 Shares 32,493 Est. Cost $58.05 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2,836 Shares 132,833 Est. Cost $12.30 Unrealized +16.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,812 Shares 29,634 Est. Cost $60.62 Unrealized +26.0%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,737 Shares 26,501 Est. Cost $87.30 Unrealized
KELLOGG CO 0.0%
Value ($000) $2,725 Shares 41,484 Est. Cost $38.70 Unrealized +7.9%
TIME WARNER INC 0.0%
Value ($000) $2,685 Shares 38,210 Est. Cost $66.92 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $2,622 Shares 22,271 Est. Cost $97.85 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $2,603 Shares 32,154 Est. Cost $56.05 Unrealized +7.2%
ABT ABBOTT LABS 0.0%
Value ($000) $2,590 Shares 63,322 Est. Cost $29.00 Unrealized +8.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,501 Shares 24,410 Est. Cost $14.15 Unrealized +26.6%
IUSG ISHARES CORE U.S. GROWTH ETF 0.0%
Value ($000) $2,419 Shares 32,508 Est. Cost $60.21 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2,388 Shares 47,676 Est. Cost $23.81 Unrealized +49.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $2,383 Shares 67,881 Est. Cost $6.58 Unrealized +39.1%
SPECTRA ENERGY CORP WI 0.0%
Value ($000) $2,377 Shares 55,940 Est. Cost $35.49 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $2,288 Shares 24,615 Est. Cost $55.19 Unrealized +19.0%
ITC HOLDINGS CORP 0.0%
Value ($000) $2,272 Shares 62,263 Est. Cost $55.03 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $2,228 Shares 44,508 Est. Cost $20.22 Unrealized -4.1%
GENERAL ELEC CO 0.0%
Value ($000) $2,215 Shares 84,288 Est. Cost $23.19 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $2,182 Shares 14,412 Est. Cost $82.70 Unrealized +43.3%
C CITIGROUP INC 0.0%
Value ($000) $2,059 Shares 43,720 Est. Cost $36.49 Unrealized -3.0%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,916 Shares 13,840 Est. Cost $114.12 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $1,883 Shares 51,809 Est. Cost $34.09 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $1,844 Shares 31,406 Est. Cost $37.43 Unrealized +19.9%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,807 Shares 55,832 Est. Cost $21.94 Unrealized +6.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $1,726 Shares 23,877 Est. Cost $30.41 Unrealized +7.5%
OMC OMNICOM GROUP 0.0%
Value ($000) $1,669 Shares 23,423 Est. Cost $40.69 Unrealized +16.4%
INTC INTEL CORP 0.0%
Value ($000) $1,535 Shares 49,679 Est. Cost $17.15 Unrealized +20.6%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $1,521 Shares 9,143 Est. Cost $85.54 Unrealized +9.0%
RWO SPDR Dow Jones Global Real Estate 0.0%
Value ($000) $1,494 Shares 32,034 Est. Cost $43.51 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,490 Shares 22,453 Est. Cost $40.02 Unrealized +22.8%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1,481 Shares 39,228 Est. Cost $19.09 Unrealized +15.0%
NORTHEAST UTILITIES 0.0%
Value ($000) $1,449 Shares 30,660 Est. Cost $41.91 Unrealized
BLACKROCK INC CL A 0.0%
Value ($000) $1,446 Shares 4,527 Est. Cost $256.92 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $1,415 Shares 37,276 Est. Cost $38.12 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1,410 Shares 11,211 Est. Cost $77.11 Unrealized +33.3%
ST JUDE MEDICAL INC 0.0%
Value ($000) $1,381 Shares 19,943 Est. Cost $47.33 Unrealized
PRAXAIR INC 0.0%
Value ($000) $1,375 Shares 10,350 Est. Cost $130.93 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $1,355 Shares 17,060 Est. Cost $49.04 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $1,331 Shares 16,555 Est. Cost $40.44 Unrealized +34.0%
ABBV ABBVIE INC 0.0%
Value ($000) $1,330 Shares 23,575 Est. Cost $26.69 Unrealized +23.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,235 Shares 29,458 Est. Cost $16.30 Unrealized +17.8%
AMZN AMAZON.COM INC 0.0%
Value ($000) $1,210 Shares 3,728 Est. Cost $15.82 Unrealized 0.0%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $1,205 Shares 10,154 Est. Cost $37.72 Unrealized +21.3%
PowerShares Intl Dividend Achievers 0.0%
Value ($000) $1,201 Shares 62,132 Est. Cost $18.78 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,161 Shares 30,877 Est. Cost $23.34 Unrealized +21.2%
TJX TJX COS INC 0.0%
Value ($000) $1,146 Shares 21,571 Est. Cost $25.43 Unrealized -4.3%
BA BOEING CO 0.0%
Value ($000) $1,108 Shares 8,708 Est. Cost $81.65 Unrealized +37.9%
WESTAR ENERGY INC 0.0%
Value ($000) $1,102 Shares 28,869 Est. Cost $31.95 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $1,071 Shares 15,311 Est. Cost $26.17 Unrealized +12.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,026 Shares 66,713 Est. Cost $10.85 Unrealized +12.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,005 Shares 9,244 Est. Cost $62.07 Unrealized +25.7%
SYY SYSCO CORP 0.0%
Value ($000) $991 Shares 26,467 Est. Cost $24.40 Unrealized +10.2%
MET METLIFE INC 0.0%
Value ($000) $974 Shares 17,531 Est. Cost $27.34 Unrealized +16.5%
GOOGLE INC CLASS C 0.0%
Value ($000) $957 Shares 1,664 Est. Cost $575.12 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $942 Shares 29,222 Est. Cost $19.89 Unrealized +7.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $932 Shares 15,002 Est. Cost $42.44 Unrealized +13.2%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.0%
Value ($000) $899 Shares 17,146 Est. Cost $39.16 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $893 Shares 27,644 Est. Cost $17.33 Unrealized +31.1%
WALGREEN CO 0.0%
Value ($000) $893 Shares 12,052 Est. Cost $46.23 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $883 Shares 26,430 Est. Cost $36.81 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $847 Shares 8,226 Est. Cost $57.81 Unrealized +31.5%
BCE BCE INC 0.0%
Value ($000) $827 Shares 18,233 Est. Cost $22.33 Unrealized +3.2%
LNT ALLIANT CORP 0.0%
Value ($000) $823 Shares 13,525 Est. Cost $17.40 Unrealized +14.8%
HEALTH CARE REIT INC 0.0%
Value ($000) $804 Shares 12,824 Est. Cost $65.90 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $792 Shares 6,771 Est. Cost $69.80 Unrealized +9.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $790 Shares 11,588 Est. Cost $44.44 Unrealized +15.3%
DOV DOVER CORP 0.0%
Value ($000) $771 Shares 8,470 Est. Cost $41.04 Unrealized +38.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $761 Shares 10,249 Est. Cost $42.32 Unrealized +5.1%
NKE NIKE INC-CLASS B 0.0%
Value ($000) $754 Shares 9,714 Est. Cost $26.53 Unrealized +21.2%
D DOMINION RESOURCES INC VA 0.0%
Value ($000) $735 Shares 10,280 Est. Cost $35.63 Unrealized +20.5%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $705 Shares 23,750 Est. Cost $17.70 Unrealized -7.9%
CMI CUMMINS INC 0.0%
Value ($000) $703 Shares 4,558 Est. Cost $97.26 Unrealized +13.8%
V VISA INC-CLASS A 0.0%
Value ($000) $667 Shares 3,164 Est. Cost $41.55 Unrealized +15.9%
APACHE CORP 0.0%
Value ($000) $653 Shares 6,491 Est. Cost $87.04 Unrealized
COACH INC 0.0%
Value ($000) $653 Shares 19,115 Est. Cost $55.64 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $651 Shares 5,218 Est. Cost $103.02 Unrealized
O REALTY INCOME CORP REIT 0.0%
Value ($000) $646 Shares 14,546 Est. Cost $25.33 Unrealized -4.4%
ECL ECOLAB INC 0.0%
Value ($000) $637 Shares 5,720 Est. Cost $73.96 Unrealized +27.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $615 Shares 5,533 Est. Cost $63.84 Unrealized +12.4%
UNP UNION PAC CORP 0.0%
Value ($000) $572 Shares 5,732 Est. Cost $66.11 Unrealized +13.1%
F FORD MOTOR CO DEL 'NEW' 0.0%
Value ($000) $544 Shares 31,547 Est. Cost $7.76 Unrealized +14.2%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $530 Shares 8,835 Est. Cost $55.90 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $515 Shares 20,723 Est. Cost $15.24 Unrealized +9.2%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $510 Shares 6,432 Est. Cost $46.08 Unrealized +14.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $497 Shares 6,995 Est. Cost $33.21 Unrealized +55.0%
TOTAL S.A. SPON ADR 0.0%
Value ($000) $490 Shares 6,784 Est. Cost $72.23 Unrealized
BP BP AMOCO PLC 0.0%
Value ($000) $476 Shares 9,034 Est. Cost $42.52 Unrealized
WHOLE FOODS MKT INC 0.0%
Value ($000) $451 Shares 11,668 Est. Cost $55.10 Unrealized
FAMILY DOLLAR STORES INC 0.0%
Value ($000) $423 Shares 6,403 Est. Cost $66.57 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $421 Shares 4,852 Est. Cost $67.94 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $419 Shares 3,501 Est. Cost $99.58 Unrealized 0.0%
LAZARD LTD CL A 0.0%
Value ($000) $405 Shares 7,866 Est. Cost $51.49 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $400 Shares 7,176 Est. Cost $34.90 Unrealized 0.0%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $387 Shares 7,245 Est. Cost $49.97 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $378 Shares 9,845 Est. Cost $34.80 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $378 Shares 5,821 Est. Cost $42.42 Unrealized +13.8%
FMC FMC CORP 0.0%
Value ($000) $375 Shares 5,272 Est. Cost $43.66 Unrealized +16.6%
BAKER HUGHES INC 0.0%
Value ($000) $357 Shares 4,789 Est. Cost $74.55 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $342 Shares 10,600 Est. Cost $27.86 Unrealized +0.6%
AMGN AMGEN INC 0.0%
Value ($000) $335 Shares 2,826 Est. Cost $74.32 Unrealized +12.2%
MEDTRONIC INC 0.0%
Value ($000) $326 Shares 5,117 Est. Cost $53.14 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $318 Shares 13,823 Est. Cost $12.65 Unrealized +3.1%
HESS CORPORATION 0.0%
Value ($000) $312 Shares 3,153 Est. Cost $68.17 Unrealized
TECK TECK RESOURCES LIMITED 0.0%
Value ($000) $310 Shares 13,595 Est. Cost $22.42 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $309 Shares 6,812 Est. Cost $26.97 Unrealized 0.0%
DIRECTV 0.0%
Value ($000) $309 Shares 3,639 Est. Cost $64.24 Unrealized
PRICELINE.COM INC 0.0%
Value ($000) $308 Shares 256 Est. Cost $1203.13 Unrealized
UBS AG JERSEY BRH 0.0%
Value ($000) $306 Shares 6,865 Est. Cost $44.57 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $294 Shares 3,481 Est. Cost $56.92 Unrealized +25.0%
SNA SNAP ON INC 0.0%
Value ($000) $292 Shares 2,458 Est. Cost $69.90 Unrealized +27.4%
TRANSCANADA CORP 0.0%
Value ($000) $291 Shares 6,101 Est. Cost $45.13 Unrealized
SCRIPPS NETWORKS 0.0%
Value ($000) $278 Shares 3,419 Est. Cost $81.31 Unrealized
VNQ VANGUARD REIT VIPERS ETF 0.0%
Value ($000) $275 Shares 3,668 Est. Cost $74.97 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $265 Shares 1,423 Est. Cost $120.57 Unrealized +35.4%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $252 Shares 12,672 Est. Cost $18.90 Unrealized 0.0%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $252 Shares 2,426 Est. Cost $70.47 Unrealized +25.8%
DHR DANAHER CORP 0.0%
Value ($000) $248 Shares 3,145 Est. Cost $31.10 Unrealized 0.0%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $231 Shares 4,858 Est. Cost $22.58 Unrealized +11.4%
XLY CONSUMER DISCRETIONARY SELT ET 0.0%
Value ($000) $229 Shares 3,430 Est. Cost $66.76 Unrealized
NNN NATIONAL RETAIL PROPERTIES REI 0.0%
Value ($000) $229 Shares 6,166 Est. Cost $37.14 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $219 Shares 2,155 Est. Cost $81.17 Unrealized
META FACEBOOK INC-A 0.0%
Value ($000) $214 Shares 3,184 Est. Cost $61.09 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $212 Shares 3,300 Est. Cost $45.46 Unrealized 0.0%
STAPLES INC 0.0%
Value ($000) $127 Shares 11,672 Est. Cost $14.05 Unrealized