JONES FINANCIAL COMPANIES LLLP Diversified Active

CIK: 0000815917 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $13,816,606 (100.0% shares, 0.0% debt)

Holdings (225)

BND VANGUARD TOTAL BOND MARKET ETF 22.5%
Value ($000) $3,108,220 Shares 37,937,504 Est. Cost $81.00 Unrealized
AGG iShares Core Total Aggregate US Bond ETF 20.3%
Value ($000) $2,810,625 Shares 25,759,552 Est. Cost $107.47 Unrealized
VTV VANGUARD VALUE ETF 8.1%
Value ($000) $1,115,977 Shares 13,743,559 Est. Cost $69.58 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 6.6%
Value ($000) $916,623 Shares 9,157,998 Est. Cost $86.82 Unrealized
VUG VANGUARD GROWTH ETF 6.4%
Value ($000) $879,740 Shares 8,826,526 Est. Cost $80.66 Unrealized
EFA iShares MSCI EAFE 6.0%
Value ($000) $834,449 Shares 13,013,867 Est. Cost $59.47 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 4.9%
Value ($000) $681,443 Shares 8,510,593 Est. Cost $80.09 Unrealized
IWF iShares Russell 1000 Growth ETF 4.7%
Value ($000) $642,648 Shares 7,013,513 Est. Cost $75.98 Unrealized
EFV iShares MSCI EAFE Value 3.0%
Value ($000) $407,759 Shares 7,458,565 Est. Cost $50.22 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 2.1%
Value ($000) $296,020 Shares 4,457,468 Est. Cost $57.52 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.7%
Value ($000) $229,598 Shares 4,662,846 Est. Cost $45.54 Unrealized
IVW CEF ISHARES S&P 500 GROWTH IND 1.7%
Value ($000) $229,136 Shares 2,145,063 Est. Cost $86.68 Unrealized
SDY SPDR S&P Dividend 1.5%
Value ($000) $212,169 Shares 2,831,194 Est. Cost $67.37 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE E 1.3%
Value ($000) $172,876 Shares 2,469,660 Est. Cost $59.60 Unrealized
EFG iShares MSCI EAFE Growth 1.1%
Value ($000) $156,921 Shares 2,304,623 Est. Cost $63.88 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 0.9%
Value ($000) $128,350 Shares 1,452,742 Est. Cost $74.16 Unrealized
DIA SPDR DJIA TRUST ETF 0.6%
Value ($000) $81,909 Shares 481,613 Est. Cost $151.36 Unrealized
IWM iShares Russell 2000 ETF 0.5%
Value ($000) $70,359 Shares 643,427 Est. Cost $99.69 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.3%
Value ($000) $47,568 Shares 980,791 Est. Cost $43.87 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.3%
Value ($000) $39,199 Shares 465,212 Est. Cost $83.56 Unrealized
IWR iShares Russell Mid-Cap ETF 0.2%
Value ($000) $26,971 Shares 170,336 Est. Cost $131.79 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $21,848 Shares 159,780 Est. Cost $119.48 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $20,147 Shares 198,996 Est. Cost $83.09 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $17,666 Shares 381,068 Est. Cost $29.48 Unrealized +27.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $15,638 Shares 146,711 Est. Cost $60.08 Unrealized +25.8%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $14,411 Shares 120,777 Est. Cost $71.93 Unrealized +9.1%
PFE PFIZER INC 0.1%
Value ($000) $13,741 Shares 464,719 Est. Cost $16.63 Unrealized +4.9%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $13,450 Shares 160,608 Est. Cost $55.38 Unrealized +7.9%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $12,569 Shares 104,473 Est. Cost $104.58 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $12,561 Shares 208,523 Est. Cost $37.02 Unrealized +16.5%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $11,737 Shares 61,829 Est. Cost $116.63 Unrealized -2.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $11,412 Shares 220,003 Est. Cost $28.20 Unrealized +32.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $11,323 Shares 113,525 Est. Cost $83.83 Unrealized
MMM 3M CO 0.1%
Value ($000) $10,862 Shares 76,667 Est. Cost $62.35 Unrealized +33.9%
MRK MERCK & CO INC 0.1%
Value ($000) $10,786 Shares 181,944 Est. Cost $30.86 Unrealized +27.6%
IUSV iShares Russell 3000 Value ETF 0.1%
Value ($000) $10,668 Shares 81,826 Est. Cost $110.03 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $10,472 Shares 94,651 Est. Cost $97.88 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $10,467 Shares 123,283 Est. Cost $69.62 Unrealized
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $10,441 Shares 117,275 Est. Cost $56.72 Unrealized +39.8%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $10,239 Shares 96,956 Est. Cost $93.71 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $9,240 Shares 183,140 Est. Cost $32.39 Unrealized +9.5%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $9,078 Shares 84,612 Est. Cost $95.85 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $8,971 Shares 215,064 Est. Cost $39.21 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $8,845 Shares 231,072 Est. Cost $28.29 Unrealized +21.0%
IVE CEF ISHARES S&P 500 VALUE INDE 0.1%
Value ($000) $8,764 Shares 97,298 Est. Cost $76.90 Unrealized
T AT & T INC 0.1%
Value ($000) $8,695 Shares 246,723 Est. Cost $11.42 Unrealized +4.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $8,692 Shares 83,341 Est. Cost $95.53 Unrealized
VFC V F CORP 0.1%
Value ($000) $8,677 Shares 131,407 Est. Cost $49.96 Unrealized +19.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $8,162 Shares 95,376 Est. Cost $49.59 Unrealized +20.7%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $8,088 Shares 84,119 Est. Cost $60.15 Unrealized +13.1%
KO COCA COLA CO 0.1%
Value ($000) $7,718 Shares 180,911 Est. Cost $27.61 Unrealized +4.5%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $7,671 Shares 81,499 Est. Cost $74.42 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $7,496 Shares 101,837 Est. Cost $45.71 Unrealized +13.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $7,324 Shares 92,022 Est. Cost $43.69 Unrealized +31.5%
SPY SPDR S&P 500 0.1%
Value ($000) $7,067 Shares 35,866 Est. Cost $162.37 Unrealized
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $7,035 Shares 99,601 Est. Cost $63.20 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $6,951 Shares 74,666 Est. Cost $56.43 Unrealized +15.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6,740 Shares 66,283 Est. Cost $55.02 Unrealized +44.5%
AAPL APPLE COMPUTER INC 0.0%
Value ($000) $6,675 Shares 66,256 Est. Cost $17.83 Unrealized +21.3%
TMO THERMO FISCHER SCIENTIFIC 0.0%
Value ($000) $6,602 Shares 54,252 Est. Cost $82.39 Unrealized +42.4%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $6,502 Shares 120,886 Est. Cost $16.59 Unrealized +27.6%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $6,442 Shares 73,071 Est. Cost $72.03 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $6,394 Shares 58,189 Est. Cost $90.70 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $6,369 Shares 101,608 Est. Cost $47.41 Unrealized -8.8%
E M C CORP MASS 0.0%
Value ($000) $6,127 Shares 209,425 Est. Cost $24.67 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $5,275 Shares 56,088 Est. Cost $56.14 Unrealized +9.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5,151 Shares 67,309 Est. Cost $40.78 Unrealized +39.0%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $5,104 Shares 56,429 Est. Cost $75.21 Unrealized
BHP BILLITON PLC SPONS ADR 0.0%
Value ($000) $4,950 Shares 89,141 Est. Cost $53.62 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $4,790 Shares 50,527 Est. Cost $71.47 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $4,646 Shares 92,938 Est. Cost $26.55 Unrealized +4.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,624 Shares 54,773 Est. Cost $50.76 Unrealized +30.4%
COVIDIEN PLC 0.0%
Value ($000) $4,590 Shares 53,053 Est. Cost $63.32 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $4,540 Shares 37,722 Est. Cost $105.86 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $4,468 Shares 123,596 Est. Cost $21.30 Unrealized +26.5%
ROYAL DUTCH SHELL ADR A SHS 0.0%
Value ($000) $4,458 Shares 58,555 Est. Cost $64.63 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $4,453 Shares 53,397 Est. Cost $49.74 Unrealized -3.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $4,451 Shares 47,378 Est. Cost $67.27 Unrealized +7.8%
VO VANGUARD IND FD MID-CAP ETF 0.0%
Value ($000) $4,433 Shares 37,787 Est. Cost $97.43 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $4,428 Shares 61,699 Est. Cost $55.88 Unrealized
GOOGLE INC-CL A 0.0%
Value ($000) $4,421 Shares 7,514 Est. Cost $780.22 Unrealized
FISV FISERV INC 0.0%
Value ($000) $4,320 Shares 66,839 Est. Cost $25.43 Unrealized +24.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $4,225 Shares 87,604 Est. Cost $33.39 Unrealized +16.7%
BROADCOM CORP 0.0%
Value ($000) $4,155 Shares 102,794 Est. Cost $33.73 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $4,096 Shares 77,391 Est. Cost $34.83 Unrealized +18.3%
DE DEERE & CO 0.0%
Value ($000) $4,038 Shares 49,250 Est. Cost $68.23 Unrealized +1.7%
PRECISION CASTPARTS CORP 0.0%
Value ($000) $3,909 Shares 16,499 Est. Cost $232.29 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $3,853 Shares 30,318 Est. Cost $58.43 Unrealized +62.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $3,791 Shares 50,704 Est. Cost $46.41 Unrealized +19.4%
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $3,765 Shares 73,985 Est. Cost $52.04 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3,647 Shares 31,603 Est. Cost $117.63 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $3,588 Shares 46,918 Est. Cost $19.99 Unrealized +1.6%
ACN ACCENTURE PLC IRELAND CL A 0.0%
Value ($000) $3,525 Shares 43,356 Est. Cost $64.10 Unrealized +3.1%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $3,465 Shares 30,787 Est. Cost $99.83 Unrealized
CSX CSX CORP 0.0%
Value ($000) $3,465 Shares 108,072 Est. Cost $7.03 Unrealized +22.7%
NATIONAL-OILWELL INC 0.0%
Value ($000) $3,422 Shares 44,967 Est. Cost $74.37 Unrealized
IJK CEF ISHARES S&P MIDCAP 400 GRW 0.0%
Value ($000) $3,344 Shares 22,078 Est. Cost $131.99 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $3,310 Shares 67,800 Est. Cost $55.67 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $3,159 Shares 38,703 Est. Cost $55.53 Unrealized +20.0%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $3,061 Shares 31,794 Est. Cost $80.10 Unrealized
TIME WARNER INC 0.0%
Value ($000) $2,930 Shares 38,960 Est. Cost $67.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $2,890 Shares 20,924 Est. Cost $113.99 Unrealized +16.9%
HD HOME DEPOT INC 0.0%
Value ($000) $2,888 Shares 31,480 Est. Cost $56.05 Unrealized +17.3%
JOHNSON CTLS INC 0.0%
Value ($000) $2,879 Shares 65,418 Est. Cost $37.08 Unrealized
KELLOGG CO 0.0%
Value ($000) $2,784 Shares 45,206 Est. Cost $38.85 Unrealized +4.3%
ABT ABBOTT LABS 0.0%
Value ($000) $2,772 Shares 66,663 Est. Cost $29.26 Unrealized +16.6%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $2,763 Shares 23,661 Est. Cost $98.96 Unrealized
USB US BANCORP NEW 0.0%
Value ($000) $2,722 Shares 65,084 Est. Cost $22.41 Unrealized +26.8%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $2,639 Shares 28,207 Est. Cost $87.68 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $2,630 Shares 46,452 Est. Cost $20.20 Unrealized -2.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2,585 Shares 129,119 Est. Cost $12.30 Unrealized +13.3%
GENERAL ELEC CO 0.0%
Value ($000) $2,543 Shares 99,235 Est. Cost $23.56 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $2,537 Shares 27,240 Est. Cost $56.34 Unrealized +19.1%
C CITIGROUP INC 0.0%
Value ($000) $2,377 Shares 45,872 Est. Cost $36.54 Unrealized +2.4%
ITC HOLDINGS CORP 0.0%
Value ($000) $2,364 Shares 66,356 Est. Cost $53.83 Unrealized
IUSG ISHARES CORE U.S. GROWTH ETF 0.0%
Value ($000) $2,319 Shares 31,037 Est. Cost $60.21 Unrealized
SPECTRA ENERGY CORP WI 0.0%
Value ($000) $2,293 Shares 58,407 Est. Cost $35.65 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $2,259 Shares 13,989 Est. Cost $82.70 Unrealized +56.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,205 Shares 25,189 Est. Cost $60.62 Unrealized +26.2%
ENERGEN CORP 0.0%
Value ($000) $2,189 Shares 30,308 Est. Cost $58.05 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,178 Shares 23,191 Est. Cost $14.15 Unrealized +26.7%
INTC INTEL CORP 0.0%
Value ($000) $2,164 Shares 62,152 Est. Cost $18.87 Unrealized +36.4%
THOMSON REUTERS CORP 0.0%
Value ($000) $2,137 Shares 58,700 Est. Cost $34.36 Unrealized
PowerShares Intl Dividend Achievers 0.0%
Value ($000) $2,110 Shares 113,970 Est. Cost $18.66 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2,045 Shares 44,191 Est. Cost $23.81 Unrealized +37.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $1,933 Shares 69,486 Est. Cost $6.62 Unrealized +26.6%
IVZ INVESCO LIMITED 0.0%
Value ($000) $1,900 Shares 48,114 Est. Cost $20.00 Unrealized +20.1%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,873 Shares 14,444 Est. Cost $114.77 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $1,860 Shares 27,292 Est. Cost $49.51 Unrealized +1.6%
PRAXAIR INC 0.0%
Value ($000) $1,852 Shares 14,356 Est. Cost $130.39 Unrealized
RWO SPDR Dow Jones Global Real Estate 0.0%
Value ($000) $1,815 Shares 40,941 Est. Cost $43.69 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $1,777 Shares 24,750 Est. Cost $30.52 Unrealized +9.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,697 Shares 27,659 Est. Cost $37.43 Unrealized +25.4%
OMC OMNICOM GROUP 0.0%
Value ($000) $1,685 Shares 24,478 Est. Cost $41.04 Unrealized +19.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,561 Shares 24,955 Est. Cost $40.80 Unrealized +17.1%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $1,543 Shares 57,418 Est. Cost $22.00 Unrealized +9.6%
BLACKROCK INC CL A 0.0%
Value ($000) $1,455 Shares 4,429 Est. Cost $256.92 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1,435 Shares 24,840 Est. Cost $27.12 Unrealized +29.7%
PSX PHILLIPS 66 0.0%
Value ($000) $1,428 Shares 17,565 Est. Cost $41.28 Unrealized +33.5%
NORTHEAST UTILITIES 0.0%
Value ($000) $1,420 Shares 32,048 Est. Cost $42.01 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $1,413 Shares 8,598 Est. Cost $85.54 Unrealized +13.2%
AMZN AMAZON.COM INC 0.0%
Value ($000) $1,393 Shares 4,320 Est. Cost $15.93 Unrealized +4.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,333 Shares 20,443 Est. Cost $47.15 Unrealized +7.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,326 Shares 28,852 Est. Cost $16.30 Unrealized +26.9%
ST JUDE MEDICAL INC 0.0%
Value ($000) $1,265 Shares 21,043 Est. Cost $47.99 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1,220 Shares 10,689 Est. Cost $77.11 Unrealized +26.4%
V VISA INC-CLASS A 0.0%
Value ($000) $1,160 Shares 5,434 Est. Cost $44.92 Unrealized +10.5%
BA BOEING CO 0.0%
Value ($000) $1,131 Shares 8,878 Est. Cost $82.18 Unrealized +33.0%
TJX TJX COS INC 0.0%
Value ($000) $1,098 Shares 18,555 Est. Cost $25.43 Unrealized -5.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,095 Shares 64,190 Est. Cost $10.85 Unrealized +15.9%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $1,057 Shares 9,073 Est. Cost $37.72 Unrealized +22.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,031 Shares 30,093 Est. Cost $23.34 Unrealized +21.3%
GOOGLE INC CLASS C 0.0%
Value ($000) $1,026 Shares 1,777 Est. Cost $575.26 Unrealized
WALGREEN CO 0.0%
Value ($000) $1,024 Shares 17,288 Est. Cost $50.17 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $995 Shares 28,782 Est. Cost $38.12 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $989 Shares 8,859 Est. Cost $59.58 Unrealized +38.7%
MET METLIFE INC 0.0%
Value ($000) $976 Shares 18,168 Est. Cost $27.55 Unrealized +20.8%
WESTAR ENERGY INC 0.0%
Value ($000) $973 Shares 28,502 Est. Cost $31.95 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $972 Shares 7,365 Est. Cost $100.61 Unrealized +5.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $966 Shares 9,751 Est. Cost $62.96 Unrealized +25.9%
SYY SYSCO CORP 0.0%
Value ($000) $948 Shares 24,996 Est. Cost $24.40 Unrealized +13.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $940 Shares 15,280 Est. Cost $10.60 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $929 Shares 13,237 Est. Cost $26.17 Unrealized +11.6%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.0%
Value ($000) $915 Shares 17,010 Est. Cost $39.16 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $902 Shares 13,900 Est. Cost $42.44 Unrealized +21.0%
HEALTH CARE REIT INC 0.0%
Value ($000) $878 Shares 14,063 Est. Cost $65.59 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $876 Shares 25,323 Est. Cost $17.33 Unrealized +42.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $862 Shares 28,363 Est. Cost $19.89 Unrealized +9.4%
NKE NIKE INC-CLASS B 0.0%
Value ($000) $844 Shares 9,459 Est. Cost $26.53 Unrealized +29.6%
COACH INC 0.0%
Value ($000) $792 Shares 22,240 Est. Cost $52.82 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $781 Shares 6,943 Est. Cost $105.37 Unrealized
LNT ALLIANT CORP 0.0%
Value ($000) $777 Shares 14,040 Est. Cost $17.50 Unrealized +14.7%
EOG EOG RES INC 0.0%
Value ($000) $760 Shares 7,670 Est. Cost $70.91 Unrealized +11.9%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $754 Shares 22,916 Est. Cost $36.81 Unrealized
BCE BCE INC 0.0%
Value ($000) $750 Shares 17,541 Est. Cost $22.33 Unrealized +3.6%
UNP UNION PAC CORP 0.0%
Value ($000) $723 Shares 6,665 Est. Cost $68.10 Unrealized +17.9%
D DOMINION RESOURCES INC VA 0.0%
Value ($000) $719 Shares 10,400 Est. Cost $35.71 Unrealized +19.4%
DOV DOVER CORP 0.0%
Value ($000) $705 Shares 8,770 Est. Cost $41.60 Unrealized +38.0%
ECL ECOLAB INC 0.0%
Value ($000) $678 Shares 5,897 Est. Cost $74.72 Unrealized +32.8%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $673 Shares 9,003 Est. Cost $42.32 Unrealized +7.9%
APACHE CORP 0.0%
Value ($000) $631 Shares 6,721 Est. Cost $87.28 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $586 Shares 5,445 Est. Cost $63.84 Unrealized +11.0%
TOTAL S.A. SPON ADR 0.0%
Value ($000) $581 Shares 9,021 Est. Cost $70.29 Unrealized
LAZARD LTD CL A 0.0%
Value ($000) $527 Shares 10,391 Est. Cost $51.30 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $511 Shares 6,156 Est. Cost $46.08 Unrealized +22.1%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $498 Shares 15,089 Est. Cost $17.70 Unrealized -5.5%
O REALTY INCOME CORP REIT 0.0%
Value ($000) $491 Shares 12,037 Est. Cost $25.33 Unrealized -1.2%
AMGN AMGEN INC 0.0%
Value ($000) $466 Shares 3,319 Est. Cost $77.32 Unrealized +22.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $457 Shares 18,156 Est. Cost $15.24 Unrealized +16.1%
ZTS ZOETIS INC 0.0%
Value ($000) $455 Shares 12,334 Est. Cost $28.35 Unrealized +10.5%
TECK TECK RESOURCES LIMITED 0.0%
Value ($000) $445 Shares 23,522 Est. Cost $22.54 Unrealized +0.7%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $436 Shares 3,307 Est. Cost $99.58 Unrealized +5.0%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $425 Shares 7,546 Est. Cost $55.90 Unrealized
BP BP AMOCO PLC 0.0%
Value ($000) $424 Shares 9,645 Est. Cost $42.61 Unrealized
FMC FMC CORP 0.0%
Value ($000) $418 Shares 7,297 Est. Cost $43.85 Unrealized +1.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $411 Shares 6,368 Est. Cost $33.21 Unrealized +66.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $410 Shares 5,771 Est. Cost $42.42 Unrealized +33.1%
SCRIPPS NETWORKS 0.0%
Value ($000) $402 Shares 5,137 Est. Cost $80.29 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $386 Shares 5,014 Est. Cost $68.24 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $382 Shares 1,963 Est. Cost $136.05 Unrealized +30.0%
TRANSCANADA CORP 0.0%
Value ($000) $373 Shares 7,240 Est. Cost $46.14 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $350 Shares 6,695 Est. Cost $34.90 Unrealized +1.2%
WHOLE FOODS MKT INC 0.0%
Value ($000) $347 Shares 9,115 Est. Cost $55.10 Unrealized
PRICELINE.COM INC 0.0%
Value ($000) $336 Shares 290 Est. Cost $1197.91 Unrealized
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $331 Shares 7,201 Est. Cost $49.97 Unrealized
DIRECTV 0.0%
Value ($000) $331 Shares 3,816 Est. Cost $65.29 Unrealized
META FACEBOOK INC-A 0.0%
Value ($000) $324 Shares 4,101 Est. Cost $63.72 Unrealized +14.3%
UBS AG JERSEY BRH 0.0%
Value ($000) $314 Shares 6,865 Est. Cost $44.57 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $313 Shares 14,262 Est. Cost $12.67 Unrealized +4.9%
MEDTRONIC INC 0.0%
Value ($000) $313 Shares 5,049 Est. Cost $53.14 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $312 Shares 4,789 Est. Cost $74.55 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $293 Shares 2,155 Est. Cost $81.17 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $282 Shares 3,492 Est. Cost $56.92 Unrealized +26.4%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $261 Shares 5,838 Est. Cost $25.44 Unrealized 0.0%
UPS UNITED PARCEL SERVICE-CLASS B 0.0%
Value ($000) $255 Shares 2,597 Est. Cost $66.34 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $251 Shares 3,303 Est. Cost $31.10 Unrealized +0.2%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $245 Shares 2,441 Est. Cost $70.47 Unrealized +27.1%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $243 Shares 5,074 Est. Cost $22.74 Unrealized +16.1%
HESS CORPORATION 0.0%
Value ($000) $228 Shares 2,412 Est. Cost $68.17 Unrealized
NNN NATIONAL RETAIL PROPERTIES REI 0.0%
Value ($000) $217 Shares 6,271 Est. Cost $37.10 Unrealized
ENERGIZER HLDGS INC 0.0%
Value ($000) $215 Shares 1,743 Est. Cost $123.35 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $211 Shares 1,743 Est. Cost $69.90 Unrealized +35.8%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $207 Shares 1 Est. Cost $199815.62 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $198 Shares 10,287 Est. Cost $18.90 Unrealized +6.5%
F FORD MOTOR CO DEL 'NEW' 0.0%
Value ($000) $186 Shares 12,520 Est. Cost $7.76 Unrealized +20.9%