Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q4 2015 (Next →)

Filing Date: Jan 27, 2016

Total Value ($000): $111,548 (100.0% shares, 0.0% debt)

Holdings (351)

IGSB I SHARES 1-3 YR CREDIT BOND ETF 8.6%
Value ($000) $9,562 Shares 91,412 Est. Cost $104.60 Unrealized
XOM EXXON MOBIL 4.1%
Value ($000) $4,561 Shares 58,515 Est. Cost $51.39 Unrealized 0.0%
HEDJ WISDOMTREE EUROPE HEDGED 4.0%
Value ($000) $4,460 Shares 82,878 Est. Cost $53.81 Unrealized
HYG I SHARES IBOXX USD H/Y CORP BOND ETF 3.8%
Value ($000) $4,204 Shares 52,175 Est. Cost $80.57 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 3.6%
Value ($000) $3,972 Shares 36,070 Est. Cost $110.12 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.3%
Value ($000) $3,730 Shares 34,767 Est. Cost $107.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 3.3%
Value ($000) $3,636 Shares 14,314 Est. Cost $254.02 Unrealized
VNQ VANGUARD REIT ETF 3.1%
Value ($000) $3,443 Shares 43,186 Est. Cost $79.72 Unrealized
DXJ WISDOMTREE JAPAN HEDGED 2.4%
Value ($000) $2,702 Shares 53,945 Est. Cost $50.09 Unrealized
AGG I SHARES CORE US AGG BOND M 2.3%
Value ($000) $2,552 Shares 23,626 Est. Cost $108.02 Unrealized
REYNOLDS AMERICAN INC 2.0%
Value ($000) $2,218 Shares 48,061 Est. Cost $46.15 Unrealized
T AT&T INC 1.8%
Value ($000) $1,965 Shares 57,121 Est. Cost $12.43 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $1,960 Shares 42,406 Est. Cost $26.92 Unrealized 0.0%
AMGN AMGEN 1.6%
Value ($000) $1,790 Shares 11,025 Est. Cost $116.50 Unrealized 0.0%
MO ALTRIA GROUP 1.5%
Value ($000) $1,650 Shares 28,359 Est. Cost $29.47 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 1.4%
Value ($000) $1,607 Shares 37,515 Est. Cost $42.84 Unrealized
TIP ISHARES TIPS BOND ETF 1.3%
Value ($000) $1,456 Shares 13,274 Est. Cost $109.69 Unrealized
KHC KRAFT HEINZ CO 1.2%
Value ($000) $1,390 Shares 19,109 Est. Cost $47.05 Unrealized 0.0%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $1,389 Shares 26,288 Est. Cost $36.77 Unrealized 0.0%
MCD MCDONALDS 1.2%
Value ($000) $1,358 Shares 11,496 Est. Cost $87.24 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $1,353 Shares 13,172 Est. Cost $75.93 Unrealized 0.0%
NATIONAL GRID PLC 1.2%
Value ($000) $1,333 Shares 19,178 Est. Cost $69.51 Unrealized
CVX CHEVRON TEXACO 1.2%
Value ($000) $1,324 Shares 14,716 Est. Cost $58.43 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $1,204 Shares 13,697 Est. Cost $52.28 Unrealized 0.0%
D DOMINION RESOURCES 1.0%
Value ($000) $1,103 Shares 16,311 Est. Cost $44.59 Unrealized 0.0%
AAPL APPLE COMPUTER 1.0%
Value ($000) $1,098 Shares 10,433 Est. Cost $25.73 Unrealized 0.0%
KMB KIMBERLY CLARK 0.9%
Value ($000) $1,025 Shares 8,054 Est. Cost $85.00 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.9%
Value ($000) $1,019 Shares 14,152 Est. Cost $72.00 Unrealized
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $983 Shares 13,761 Est. Cost $46.35 Unrealized 0.0%
PG PROCTER & GAMBLE 0.9%
Value ($000) $970 Shares 12,209 Est. Cost $57.94 Unrealized 0.0%
SO SOUTHERN COMPANY 0.9%
Value ($000) $958 Shares 20,470 Est. Cost $29.62 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SPDR 0.9%
Value ($000) $953 Shares 12,200 Est. Cost $78.11 Unrealized
KO COCA-COLA 0.9%
Value ($000) $950 Shares 22,130 Est. Cost $30.85 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.8%
Value ($000) $946 Shares 39,718 Est. Cost $23.82 Unrealized
GLAXO SMITHKLINE PLC ADR 0.8%
Value ($000) $917 Shares 22,725 Est. Cost $40.35 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $904 Shares 6,837 Est. Cost $99.98 Unrealized 0.0%
MSFT MICROSOFT 0.7%
Value ($000) $827 Shares 14,899 Est. Cost $45.92 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MK VIPERS 0.7%
Value ($000) $811 Shares 7,777 Est. Cost $104.28 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.7%
Value ($000) $760 Shares 14,340 Est. Cost $53.00 Unrealized
CMCSA COMCAST CL A 0.6%
Value ($000) $695 Shares 12,302 Est. Cost $23.76 Unrealized 0.0%
WELL WELLTOWER INC COM 0.6%
Value ($000) $682 Shares 10,020 Est. Cost $44.33 Unrealized 0.0%
PPL PPL 0.6%
Value ($000) $664 Shares 19,456 Est. Cost $21.46 Unrealized 0.0%
BCE BCE INC NEW 0.6%
Value ($000) $653 Shares 16,891 Est. Cost $23.19 Unrealized 0.0%
UNILEVER PLC AMER SHS ADR NEW 0.6%
Value ($000) $642 Shares 14,898 Est. Cost $43.09 Unrealized
GOOGL ALPHABET INC CLASS A 0.6%
Value ($000) $641 Shares 824 Est. Cost $36.73 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.5%
Value ($000) $610 Shares 18,933 Est. Cost $32.22 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $606 Shares 10,233 Est. Cost $37.96 Unrealized 0.0%
JPM JP MORGAN CHASE 0.5%
Value ($000) $575 Shares 8,717 Est. Cost $49.68 Unrealized 0.0%
EXPRESS SCRIPTS HLDGS CO 0.5%
Value ($000) $574 Shares 6,566 Est. Cost $87.42 Unrealized
GIS GENERAL MILLS 0.5%
Value ($000) $538 Shares 9,334 Est. Cost $40.46 Unrealized 0.0%
GOOG ALPHABET INC CLASS C 0.5%
Value ($000) $534 Shares 703 Est. Cost $35.61 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $529 Shares 11,779 Est. Cost $36.55 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 0.5%
Value ($000) $524 Shares 8,686 Est. Cost $60.33 Unrealized
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $521 Shares 5,027 Est. Cost $74.28 Unrealized 0.0%
VOD VODAFONE GROUP PLC NE 0.4%
Value ($000) $463 Shares 14,369 Est. Cost $32.22 Unrealized
VTR VENTAS INC. 0.4%
Value ($000) $463 Shares 8,197 Est. Cost $34.92 Unrealized 0.0%
HCP, INC. 0.4%
Value ($000) $452 Shares 11,826 Est. Cost $38.22 Unrealized
MA MASTERCARD INC CL A 0.4%
Value ($000) $447 Shares 4,590 Est. Cost $92.19 Unrealized 0.0%
DIS DISNEY 0.4%
Value ($000) $443 Shares 4,209 Est. Cost $102.22 Unrealized 0.0%
PEP PEPSICO 0.4%
Value ($000) $439 Shares 4,390 Est. Cost $73.47 Unrealized 0.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $412 Shares 610 Est. Cost $31.52 Unrealized 0.0%
XLP CONSUMER STAPLES SPDR 0.4%
Value ($000) $397 Shares 7,864 Est. Cost $50.48 Unrealized
MMM 3M 0.4%
Value ($000) $396 Shares 2,629 Est. Cost $92.11 Unrealized 0.0%
ALLERGAN PLC SHS 0.4%
Value ($000) $391 Shares 1,252 Est. Cost $312.30 Unrealized
KR KROGER 0.3%
Value ($000) $376 Shares 8,989 Est. Cost $31.65 Unrealized 0.0%
O REALTY INCOME CORP 0.3%
Value ($000) $369 Shares 7,164 Est. Cost $29.76 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $363 Shares 2,248 Est. Cost $132.84 Unrealized 0.0%
IBM IBM 0.3%
Value ($000) $357 Shares 2,599 Est. Cost $87.52 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER 0.3%
Value ($000) $357 Shares 6,127 Est. Cost $39.64 Unrealized 0.0%
SBUX STARBUCKS 0.3%
Value ($000) $339 Shares 5,650 Est. Cost $49.41 Unrealized 0.0%
ORCL ORACLE 0.3%
Value ($000) $338 Shares 9,239 Est. Cost $32.82 Unrealized 0.0%
EFX EQUIFAX INC 0.3%
Value ($000) $330 Shares 2,964 Est. Cost $98.15 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $321 Shares 3,090 Est. Cost $19.50 Unrealized 0.0%
AZO AUTOZONE INC COM 0.3%
Value ($000) $318 Shares 429 Est. Cost $763.07 Unrealized 0.0%
EMC 0.3%
Value ($000) $293 Shares 11,436 Est. Cost $25.62 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $278 Shares 3,550 Est. Cost $77.15 Unrealized 0.0%
AFL AFLAC 0.2%
Value ($000) $276 Shares 4,605 Est. Cost $24.53 Unrealized 0.0%
VCSH VANGUARD SHORT TERM CORP BOND FUND 0.2%
Value ($000) $269 Shares 3,400 Est. Cost $79.12 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $269 Shares 2,387 Est. Cost $112.69 Unrealized
AZN ASTRAZENECA PLC SPONS ADR 0.2%
Value ($000) $253 Shares 7,450 Est. Cost $33.96 Unrealized
CVS CVS 0.2%
Value ($000) $250 Shares 2,551 Est. Cost $72.61 Unrealized 0.0%
AVAGO TECHNOLOGY LTD 0.2%
Value ($000) $248 Shares 1,709 Est. Cost $145.11 Unrealized
TJX TJX 0.2%
Value ($000) $244 Shares 3,449 Est. Cost $30.90 Unrealized 0.0%
META FACEBOOK, INC. 0.2%
Value ($000) $243 Shares 2,325 Est. Cost $102.01 Unrealized 0.0%
DLTR DOLLAR TREE, INC. 0.2%
Value ($000) $238 Shares 3,082 Est. Cost $69.93 Unrealized 0.0%
MCK MCKESSON 0.2%
Value ($000) $226 Shares 1,148 Est. Cost $174.49 Unrealized 0.0%
V VISA INC- CLASS A SHARES 0.2%
Value ($000) $222 Shares 2,861 Est. Cost $72.17 Unrealized 0.0%
VUG VANGUARD INDEX FDS GROWTH ETF 0.2%
Value ($000) $221 Shares 2,075 Est. Cost $106.51 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $217 Shares 3,118 Est. Cost $56.10 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $214 Shares 4,935 Est. Cost $43.36 Unrealized
VRSN VERISIGN INC COM 0.2%
Value ($000) $207 Shares 2,366 Est. Cost $82.65 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS 0.2%
Value ($000) $202 Shares 5,772 Est. Cost $35.00 Unrealized
SNY SANOFI-AVENTIS 0.2%
Value ($000) $197 Shares 4,623 Est. Cost $42.61 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $195 Shares 2,830 Est. Cost $46.69 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $191 Shares 3,190 Est. Cost $47.42 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $188 Shares 4,189 Est. Cost $42.54 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $185 Shares 1,828 Est. Cost $72.90 Unrealized 0.0%
GENERAL ELECTRIC 0.2%
Value ($000) $180 Shares 5,801 Est. Cost $31.03 Unrealized
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $180 Shares 1,460 Est. Cost $123.29 Unrealized
VRSK VERISK ANA USD 0.2%
Value ($000) $172 Shares 2,232 Est. Cost $72.59 Unrealized 0.0%
NFLX NETFLIX, INC. 0.2%
Value ($000) $172 Shares 1,500 Est. Cost $11.43 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $171 Shares 2,915 Est. Cost $58.66 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $170 Shares 2,450 Est. Cost $62.87 Unrealized 0.0%
STERICYCLE INC COM 0.2%
Value ($000) $168 Shares 1,395 Est. Cost $120.43 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value ($000) $165 Shares 1,760 Est. Cost $93.75 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $161 Shares 1,404 Est. Cost $105.21 Unrealized 0.0%
BIDU BAIDU INC 0.1%
Value ($000) $156 Shares 826 Est. Cost $188.86 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.1%
Value ($000) $154 Shares 1,540 Est. Cost $100.00 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $154 Shares 1,658 Est. Cost $38.22 Unrealized 0.0%
ACE LIMITED 0.1%
Value ($000) $153 Shares 1,310 Est. Cost $116.79 Unrealized
VEA VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF 0.1%
Value ($000) $150 Shares 4,090 Est. Cost $36.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $141 Shares 995 Est. Cost $129.50 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $134 Shares 4,279 Est. Cost $31.32 Unrealized
POWERSHARES PREFERRED ETF 0.1%
Value ($000) $130 Shares 8,725 Est. Cost $14.90 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $127 Shares 2,355 Est. Cost $46.25 Unrealized 0.0%
LLY LILLY ELI 0.1%
Value ($000) $126 Shares 1,500 Est. Cost $69.71 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.1%
Value ($000) $124 Shares 1,600 Est. Cost $77.50 Unrealized
LOW LOWE'S COS INC 0.1%
Value ($000) $122 Shares 1,605 Est. Cost $61.72 Unrealized 0.0%
FDX FEDEX 0.1%
Value ($000) $119 Shares 802 Est. Cost $132.31 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N.V. 0.1%
Value ($000) $117 Shares 1,394 Est. Cost $76.05 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $115 Shares 2,502 Est. Cost $45.96 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $114 Shares 2,093 Est. Cost $40.84 Unrealized 0.0%
PARTNERRE LTD COM 0.1%
Value ($000) $111 Shares 795 Est. Cost $139.62 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $107 Shares 2,310 Est. Cost $46.22 Unrealized 0.0%
BAC BANK OF AMERICA 0.1%
Value ($000) $104 Shares 6,154 Est. Cost $13.56 Unrealized 0.0%
EEFT EURONET WORLDWIDE 0.1%
Value ($000) $99 Shares 1,360 Est. Cost $76.51 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $98 Shares 899 Est. Cost $109.01 Unrealized
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $98 Shares 1,237 Est. Cost $79.22 Unrealized
CRI CARTER INC COM 0.1%
Value ($000) $97 Shares 1,095 Est. Cost $68.43 Unrealized 0.0%
SEIC SEI INVESTMENTS CO COM 0.1%
Value ($000) $96 Shares 1,825 Est. Cost $45.84 Unrealized 0.0%
ISHARES MSCI JAPAN INDEX 0.1%
Value ($000) $96 Shares 7,962 Est. Cost $12.06 Unrealized
BB&T 0.1%
Value ($000) $96 Shares 2,550 Est. Cost $37.65 Unrealized
PRAXAIR 0.1%
Value ($000) $95 Shares 929 Est. Cost $102.26 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $94 Shares 980 Est. Cost $95.92 Unrealized
WAB WABTEC CORP COM 0.1%
Value ($000) $91 Shares 1,280 Est. Cost $75.32 Unrealized 0.0%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $88 Shares 1,518 Est. Cost $57.97 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $88 Shares 1,000 Est. Cost $74.79 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $84 Shares 1,800 Est. Cost $19.24 Unrealized 0.0%
FRCB FIRST REPUBLIC BANK OF SAN FRANCISCO 0.1%
Value ($000) $83 Shares 1,250 Est. Cost $62.70 Unrealized 0.0%
CSCO CISCO SYSTEMS 0.1%
Value ($000) $83 Shares 3,043 Est. Cost $20.16 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $82 Shares 684 Est. Cost $119.88 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $79 Shares 926 Est. Cost $34.81 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $79 Shares 820 Est. Cost $75.94 Unrealized 0.0%
SPY STANDARD & POORS LARGE CAP 500 0.1%
Value ($000) $76 Shares 375 Est. Cost $202.67 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $75 Shares 854 Est. Cost $75.80 Unrealized 0.0%
INTC INTEL 0.1%
Value ($000) $75 Shares 2,191 Est. Cost $26.65 Unrealized 0.0%
MHK MOHAWK INDUSTRIES, INC. 0.1%
Value ($000) $74 Shares 390 Est. Cost $191.95 Unrealized 0.0%
ICLR ICON PLC 0.1%
Value ($000) $72 Shares 924 Est. Cost $71.41 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $71 Shares 870 Est. Cost $81.61 Unrealized
DELPHI AUTOMOTIVE PLC 0.1%
Value ($000) $69 Shares 807 Est. Cost $85.50 Unrealized
IEX IDEX CORP COM 0.1%
Value ($000) $67 Shares 870 Est. Cost $67.37 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM 0.1%
Value ($000) $66 Shares 1,135 Est. Cost $58.11 Unrealized 0.0%
MRSH MARSH & MCLENNAN 0.1%
Value ($000) $65 Shares 1,172 Est. Cost $46.40 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $65 Shares 340 Est. Cost $172.39 Unrealized 0.0%
FIS FIDELITY NAT'L INFORMATION 0.1%
Value ($000) $65 Shares 1,070 Est. Cost $55.49 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $65 Shares 4,219 Est. Cost $11.03 Unrealized 0.0%
CIT GROUP INC 0.1%
Value ($000) $64 Shares 1,605 Est. Cost $39.88 Unrealized
BLACKROCK INC 0.1%
Value ($000) $61 Shares 180 Est. Cost $338.89 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $61 Shares 944 Est. Cost $64.62 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $58 Shares 2,568 Est. Cost $22.59 Unrealized
MBB I SHARES MBS ETF 0.1%
Value ($000) $58 Shares 536 Est. Cost $108.21 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $56 Shares 446 Est. Cost $125.56 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 1,948 Est. Cost $30.73 Unrealized 0.0%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $55 Shares 1,325 Est. Cost $35.68 Unrealized 0.0%
TM TOYOTA MTR CP ADS 0.0%
Value ($000) $55 Shares 446 Est. Cost $123.32 Unrealized
BARCLAYS BK PLC PFD 8.125% 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.50 Unrealized
LQD ISHARES IBOXX USD INV GRADE CORP BD ETF 0.0%
Value ($000) $53 Shares 465 Est. Cost $113.98 Unrealized
BWA BORGWARNER INC. 0.0%
Value ($000) $53 Shares 1,215 Est. Cost $32.12 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES 0.0%
Value ($000) $53 Shares 614 Est. Cost $52.02 Unrealized 0.0%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $52 Shares 3,875 Est. Cost $13.42 Unrealized
CITRIX SYSTEMS 0.0%
Value ($000) $52 Shares 692 Est. Cost $75.14 Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $51 Shares 1,123 Est. Cost $45.41 Unrealized
WALGREENS BOOTS ALLIANCE I USD 0.0%
Value ($000) $50 Shares 589 Est. Cost $84.89 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $49 Shares 784 Est. Cost $47.33 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $49 Shares 635 Est. Cost $58.56 Unrealized 0.0%
MYLAN NV EUR 0.0%
Value ($000) $49 Shares 900 Est. Cost $54.44 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $49 Shares 572 Est. Cost $85.66 Unrealized
JACOBS ENGR GROUP INC DEL COM 0.0%
Value ($000) $49 Shares 1,165 Est. Cost $42.06 Unrealized
CARE CAPITAL PROPERTIES INC 0.0%
Value ($000) $49 Shares 1,600 Est. Cost $30.63 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $48 Shares 930 Est. Cost $39.62 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $48 Shares 407 Est. Cost $99.29 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $48 Shares 345 Est. Cost $138.57 Unrealized 0.0%
SONY SONY CORP AMERN SHS NEW 0.0%
Value ($000) $45 Shares 1,834 Est. Cost $24.54 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $45 Shares 465 Est. Cost $70.63 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA ADR 0.0%
Value ($000) $43 Shares 347 Est. Cost $123.92 Unrealized
BWX SPDR BARCLAYS CAPITAL INTL TREASURY BOND 0.0%
Value ($000) $43 Shares 825 Est. Cost $52.12 Unrealized
COVANTA HOLDINGS CORP 0.0%
Value ($000) $42 Shares 2,685 Est. Cost $15.64 Unrealized
CBOE CBOE HOLDINGS, INC. 0.0%
Value ($000) $42 Shares 645 Est. Cost $59.32 Unrealized 0.0%
IMAX IMAX CORP 0.0%
Value ($000) $42 Shares 1,173 Est. Cost $37.50 Unrealized 0.0%
ELV ANTHEM INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $119.60 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $41 Shares 1,195 Est. Cost $35.25 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $39 Shares 600 Est. Cost $44.60 Unrealized 0.0%
PVH PVH CORP 0.0%
Value ($000) $39 Shares 534 Est. Cost $87.14 Unrealized 0.0%
VALEANT PHARMACEUTICALS INTLINC CDA 0.0%
Value ($000) $38 Shares 377 Est. Cost $100.80 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $38 Shares 1,475 Est. Cost $25.76 Unrealized
SEAGATE TECHNOLOGY PUB LTD 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $37.00 Unrealized
BKU BANKUNITED INC 0.0%
Value ($000) $37 Shares 1,020 Est. Cost $27.37 Unrealized 0.0%
WMT WAL-MART STORES 0.0%
Value ($000) $37 Shares 600 Est. Cost $16.63 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $36 Shares 863 Est. Cost $32.47 Unrealized 0.0%
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $36 Shares 584 Est. Cost $61.64 Unrealized
FEP FIRST TR E EUROPE ALPHADEX FD 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $30.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $36 Shares 685 Est. Cost $43.05 Unrealized 0.0%
TSN TYSON FOODS CL A 0.0%
Value ($000) $35 Shares 650 Est. Cost $37.67 Unrealized 0.0%
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $34 Shares 331 Est. Cost $102.72 Unrealized
SHY ISHARES 1-3 YRS TRS BOND ETF 0.0%
Value ($000) $34 Shares 400 Est. Cost $85.00 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $33 Shares 694 Est. Cost $36.51 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $33 Shares 595 Est. Cost $44.66 Unrealized 0.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $33 Shares 184 Est. Cost $151.14 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $31 Shares 233 Est. Cost $134.20 Unrealized 0.0%
CHICAGO BRIDGE & IRON-NY 0.0%
Value ($000) $31 Shares 806 Est. Cost $38.46 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $30 Shares 413 Est. Cost $63.80 Unrealized 0.0%
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $28 Shares 200 Est. Cost $140.00 Unrealized
MGA MAGNA INTL INC CL A 0.0%
Value ($000) $28 Shares 689 Est. Cost $34.55 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $28 Shares 340 Est. Cost $82.92 Unrealized 0.0%
SMFG SUMITOMO MITSUI - SPONS ADR 0.0%
Value ($000) $27 Shares 3,579 Est. Cost $7.54 Unrealized
DOW CHEMICAL 0.0%
Value ($000) $27 Shares 525 Est. Cost $51.43 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $26 Shares 250 Est. Cost $104.00 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $26 Shares 309 Est. Cost $69.12 Unrealized 0.0%
MD MEDNAX INC 0.0%
Value ($000) $25 Shares 350 Est. Cost $73.96 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MAT ACTIVE EXCH TRD FD 0.0%
Value ($000) $25 Shares 250 Est. Cost $100.00 Unrealized
CGI GROUP, INC 0.0%
Value ($000) $25 Shares 627 Est. Cost $39.87 Unrealized
SPH SUBURBAN PROPANE LP 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $24 Shares 239 Est. Cost $100.42 Unrealized
JOHNSON CONTROLS 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.00 Unrealized
SANDISK CORP 0.0%
Value ($000) $23 Shares 303 Est. Cost $75.91 Unrealized
DE DEERE & CO 0.0%
Value ($000) $23 Shares 304 Est. Cost $65.04 Unrealized 0.0%
TIFFANY & CO NEW COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $76.67 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $23 Shares 575 Est. Cost $40.00 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INSPONSORED ADR 0.0%
Value ($000) $23 Shares 3,738 Est. Cost $6.15 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $22 Shares 558 Est. Cost $28.19 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $22 Shares 362 Est. Cost $42.55 Unrealized 0.0%
JUNO THERAPEUTICS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
UBS AG JER E TRACS LKD TO ALERIAN M 0.0%
Value ($000) $22 Shares 850 Est. Cost $25.88 Unrealized
BIV VANGUARD BD INDX ETF 0.0%
Value ($000) $21 Shares 250 Est. Cost $84.00 Unrealized
BABA ALIBABA GROUP HLDG 0.0%
Value ($000) $21 Shares 260 Est. Cost $80.77 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $20 Shares 445 Est. Cost $35.47 Unrealized 0.0%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $20 Shares 450 Est. Cost $36.64 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $20 Shares 975 Est. Cost $21.11 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $19 Shares 123 Est. Cost $123.45 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY CL A 0.0%
Value ($000) $18 Shares 307 Est. Cost $57.14 Unrealized 0.0%
CAH CARDINAL HEALTH 0.0%
Value ($000) $18 Shares 200 Est. Cost $63.62 Unrealized 0.0%
HANCOCK JOHN INV TR 0.0%
Value ($000) $18 Shares 1,250 Est. Cost $14.40 Unrealized
MET METLIFE INC 0.0%
Value ($000) $18 Shares 383 Est. Cost $31.20 Unrealized 0.0%
MALLINCKRODT PLC 0.0%
Value ($000) $18 Shares 244 Est. Cost $73.77 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $17 Shares 464 Est. Cost $35.20 Unrealized 0.0%
SYMANTEC 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.25 Unrealized
VIPS VIPSHOP HOLDINGS LTD 0.0%
Value ($000) $16 Shares 1,025 Est. Cost $15.61 Unrealized
APACHE 0.0%
Value ($000) $16 Shares 366 Est. Cost $43.72 Unrealized
M MACY'S INC 0.0%
Value ($000) $16 Shares 470 Est. Cost $43.33 Unrealized 0.0%
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $16 Shares 3,170 Est. Cost $5.05 Unrealized
PFE PFIZER 0.0%
Value ($000) $16 Shares 497 Est. Cost $20.38 Unrealized 0.0%
TYCO INTERNATIONAL PLC 0.0%
Value ($000) $16 Shares 501 Est. Cost $31.94 Unrealized
NORDSTROM INC 0.0%
Value ($000) $15 Shares 310 Est. Cost $48.39 Unrealized
IWF ISHARES RUSSELL 1000 GRWTH INDEX FUND 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.00 Unrealized
COACH INC 0.0%
Value ($000) $14 Shares 443 Est. Cost $31.60 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $73.25 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $13 Shares 129 Est. Cost $100.78 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $13 Shares 389 Est. Cost $30.98 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $13 Shares 300 Est. Cost $36.88 Unrealized 0.0%
SPDR SERIES TRUST NUVN BR SHT MUNI 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $12 Shares 200 Est. Cost $40.73 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $12 Shares 170 Est. Cost $50.88 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $12 Shares 115 Est. Cost $90.02 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $12 Shares 163 Est. Cost $59.80 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $12 Shares 268 Est. Cost $44.78 Unrealized
VARIAN MED SYS INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $78.57 Unrealized
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $11 Shares 162 Est. Cost $67.90 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 350 Est. Cost $26.19 Unrealized 0.0%
DISCOVER FINANCIAL W/I 0.0%
Value ($000) $11 Shares 205 Est. Cost $53.66 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.0%
Value ($000) $10 Shares 172 Est. Cost $48.56 Unrealized 0.0%
IGE ISHARES N AMERICAN NAT RES ETF 0.0%
Value ($000) $10 Shares 345 Est. Cost $28.99 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
HCA HCA HLDGS INC 0.0%
Value ($000) $9 Shares 132 Est. Cost $64.84 Unrealized 0.0%
ALL ALLSTATE 0.0%
Value ($000) $9 Shares 150 Est. Cost $49.75 Unrealized 0.0%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $9 Shares 174 Est. Cost $48.36 Unrealized 0.0%
CAJPY CANON INC SPONSORED ADR 0.0%
Value ($000) $9 Shares 311 Est. Cost $28.94 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $8 Shares 113 Est. Cost $70.80 Unrealized
MAS MASCO 0.0%
Value ($000) $8 Shares 300 Est. Cost $24.50 Unrealized 0.0%
AVY AVERY DENNISON 0.0%
Value ($000) $8 Shares 135 Est. Cost $52.41 Unrealized 0.0%
TDC TERADATA CORP 0.0%
Value ($000) $8 Shares 312 Est. Cost $28.21 Unrealized 0.0%
WEATHERFORD INTL LTD 0.0%
Value ($000) $8 Shares 895 Est. Cost $8.94 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $7 Shares 65 Est. Cost $89.97 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $7 Shares 208 Est. Cost $27.37 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $118.64 Unrealized
MUB ISHARES NATL AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
DU PONT 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $90.56 Unrealized 0.0%
RITE AID CORP 0.0%
Value ($000) $7 Shares 903 Est. Cost $7.75 Unrealized
HD SUPPLY HLDGS INC 0.0%
Value ($000) $7 Shares 235 Est. Cost $29.79 Unrealized
JOHN HANCOCK TAX ADVN FD 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.00 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $7 Shares 170 Est. Cost $35.98 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $7 Shares 140 Est. Cost $50.00 Unrealized
SPECTRUM BRANDS HLDGS INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $103.45 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.42 Unrealized 0.0%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
INSYS THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $6 Shares 388 Est. Cost $14.29 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $6 Shares 230 Est. Cost $24.58 Unrealized 0.0%
DKS DICK'S SPORTING GOODS, INC. 0.0%
Value ($000) $5 Shares 130 Est. Cost $31.82 Unrealized 0.0%
CENTURYLINK INC 0.0%
Value ($000) $5 Shares 204 Est. Cost $24.51 Unrealized
PRGO PERRIGO CO PLC NPV 0.0%
Value ($000) $5 Shares 34 Est. Cost $153.80 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.91 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $48.62 Unrealized 0.0%
PNR PENTAIR PLC USD 0.0%
Value ($000) $4 Shares 80 Est. Cost $30.91 Unrealized 0.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $4 Shares 304 Est. Cost $15.60 Unrealized 0.0%
CUK CARNIVAL PLC ADR 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $4 Shares 95 Est. Cost $38.37 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.56 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $4 Shares 67 Est. Cost $64.10 Unrealized 0.0%
VIACOM INC NEW 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
HARMAN INTL INDS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
USB US BANCORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $29.59 Unrealized 0.0%
ALPS ALERIAN MLP 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
HEWJ ISHARES TR ISHARES CURRENCY HEDGED 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
PIER 1 IMPORTS 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
KSS KOHLS 0.0%
Value ($000) $3 Shares 64 Est. Cost $46.24 Unrealized 0.0%
CAG CONAGRA FOODS 0.0%
Value ($000) $3 Shares 70 Est. Cost $22.44 Unrealized 0.0%
DELHAIZE GROUP SPONS ADR 0.0%
Value ($000) $3 Shares 139 Est. Cost $21.58 Unrealized
SPDR SERIES TRUST NUVN BRCLY MUNI 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
FLO FLOWERS FOOD INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.40 Unrealized 0.0%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.05 Unrealized 0.0%
CACI CACI INTERNATIONAL INC CL A 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.69 Unrealized 0.0%
SAP SAP AG 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
AMSURG CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
BAXALTA INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.88 Unrealized 0.0%
ARM HOLDINGS PLC 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $2 Shares 114 Est. Cost $5.76 Unrealized 0.0%
HALYARD HEALTH INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
NEUSTAR, INC 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.53 Unrealized
BUNGE LTD 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
NOC NORTHROP GRUMMAN, CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $155.62 Unrealized 0.0%
KN KNOWLES CORP 0.0%
Value ($000) $1 Shares 70 Est. Cost $17.06 Unrealized 0.0%
SSL SASOL LTD NPV ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ITUB ITAU UNIBANCO HLDG-PREF ADR 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.70 Unrealized
DISCOVERY COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
IBN ICICI BK LTD INR 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
BBVA BANCO BILBAO VIZCAYA 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.70 Unrealized
TALEN ENERGY CORP 0.0%
Value ($000) $1 Shares 94 Est. Cost $10.64 Unrealized
IMO IMPERIAL OIL LTD COMMON NEW 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.60 Unrealized 0.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.00 Unrealized 0.0%
UNP UNION PACIFIC 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.29 Unrealized 0.0%
HGTXU HUGOTON ROYALTY TRUST UNIT 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $8.63 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.61 Unrealized 0.0%
DENBURY RESOURCES INC. 0.0%
Value ($000) $0 Shares 185 Est. Cost Unrealized
CRT CROSS TIMBERS RTY UNIT 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
SEADRILL LTD 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 19 Est. Cost $14.42 Unrealized 0.0%