Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 4, 2016

Total Value ($000): $117,378 (100.0% shares, 0.0% debt)

Holdings (244)

IGSB I SHARES 1-3 YR CREDIT BOND ETF 7.4%
Value ($000) $8,711 Shares 82,368 Est. Cost $104.60 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 4.7%
Value ($000) $5,505 Shares 44,346 Est. Cost $112.39 Unrealized
XOM EXXON MOBIL 4.6%
Value ($000) $5,397 Shares 61,835 Est. Cost $51.62 Unrealized +13.4%
VNQ VANGUARD REIT ETF 3.9%
Value ($000) $4,554 Shares 52,507 Est. Cost $81.11 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value ($000) $3,688 Shares 33,123 Est. Cost $107.29 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 3.1%
Value ($000) $3,650 Shares 12,932 Est. Cost $254.02 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED 3.0%
Value ($000) $3,507 Shares 65,255 Est. Cost $53.81 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 2.5%
Value ($000) $2,935 Shares 152,148 Est. Cost $22.83 Unrealized
AGG I SHARES CORE US AGG BOND M 2.3%
Value ($000) $2,694 Shares 23,967 Est. Cost $108.09 Unrealized
TIP ISHARES TIPS BOND ETF 2.2%
Value ($000) $2,577 Shares 22,120 Est. Cost $112.65 Unrealized
IDV ISHARES TR DOW JONES EPAC SELECT DIV INDX FD 2.2%
Value ($000) $2,566 Shares 85,615 Est. Cost $29.97 Unrealized
VZ VERIZON COMMUNICATIONS 2.0%
Value ($000) $2,339 Shares 45,006 Est. Cost $27.23 Unrealized +20.8%
T AT&T INC 2.0%
Value ($000) $2,334 Shares 57,479 Est. Cost $12.48 Unrealized +30.6%
MO ALTRIA GROUP 1.6%
Value ($000) $1,886 Shares 29,825 Est. Cost $29.65 Unrealized +17.2%
AMGN AMGEN 1.6%
Value ($000) $1,839 Shares 11,025 Est. Cost $116.50 Unrealized +9.6%
MRK MERCK & CO INC NEW 1.5%
Value ($000) $1,797 Shares 28,796 Est. Cost $37.11 Unrealized +17.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 1.4%
Value ($000) $1,696 Shares 35,510 Est. Cost $42.84 Unrealized
CVX CHEVRON TEXACO 1.4%
Value ($000) $1,642 Shares 15,946 Est. Cost $59.08 Unrealized +15.9%
DXJ WISDOMTREE JAPAN HEDGED 1.4%
Value ($000) $1,623 Shares 37,846 Est. Cost $50.09 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $1,614 Shares 13,666 Est. Cost $76.17 Unrealized +22.9%
REYNOLDS AMERICAN INC 1.3%
Value ($000) $1,549 Shares 32,849 Est. Cost $46.15 Unrealized
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $1,536 Shares 15,794 Est. Cost $53.15 Unrealized +17.2%
NATIONAL GRID PLC 1.3%
Value ($000) $1,493 Shares 20,992 Est. Cost $69.73 Unrealized
MCD MCDONALDS 1.3%
Value ($000) $1,472 Shares 12,755 Est. Cost $87.98 Unrealized +7.5%
AAPL APPLE COMPUTER 1.2%
Value ($000) $1,368 Shares 12,100 Est. Cost $25.49 Unrealized -4.9%
PG PROCTER & GAMBLE 1.1%
Value ($000) $1,315 Shares 14,648 Est. Cost $58.94 Unrealized +14.6%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $1,207 Shares 15,069 Est. Cost $46.97 Unrealized +20.0%
GLAXO SMITHKLINE PLC ADR 1.0%
Value ($000) $1,165 Shares 27,012 Est. Cost $40.68 Unrealized
SO SOUTHERN COMPANY 1.0%
Value ($000) $1,150 Shares 22,418 Est. Cost $29.99 Unrealized +18.7%
KO COCA-COLA 0.9%
Value ($000) $1,084 Shares 25,616 Est. Cost $31.06 Unrealized +4.8%
KMB KIMBERLY CLARK 0.9%
Value ($000) $1,071 Shares 8,489 Est. Cost $85.37 Unrealized +9.5%
D DOMINION RESOURCES 0.9%
Value ($000) $1,025 Shares 13,803 Est. Cost $44.59 Unrealized +13.5%
MSFT MICROSOFT 0.9%
Value ($000) $999 Shares 17,350 Est. Cost $46.11 Unrealized +9.1%
BCE BCE INC NEW 0.8%
Value ($000) $965 Shares 20,902 Est. Cost $23.69 Unrealized +14.0%
ABBV ABBVIE INC 0.8%
Value ($000) $959 Shares 15,211 Est. Cost $38.72 Unrealized +13.4%
KHC KRAFT HEINZ CO 0.8%
Value ($000) $944 Shares 10,547 Est. Cost $47.06 Unrealized +23.3%
HD HOME DEPOT 0.8%
Value ($000) $907 Shares 7,048 Est. Cost $100.08 Unrealized +6.3%
XLY CONSUMER DISCRETIONARY SPDR 0.8%
Value ($000) $881 Shares 11,015 Est. Cost $78.11 Unrealized
VTI VANGUARD TOTAL STOCK MK VIPERS 0.7%
Value ($000) $867 Shares 7,787 Est. Cost $104.35 Unrealized
CMCSA COMCAST CL A 0.7%
Value ($000) $829 Shares 12,495 Est. Cost $23.93 Unrealized +11.2%
WELL WELLTOWER INC COM 0.7%
Value ($000) $812 Shares 10,868 Est. Cost $44.75 Unrealized +20.7%
UNILEVER PLC AMER SHS ADR NEW 0.7%
Value ($000) $804 Shares 16,958 Est. Cost $43.54 Unrealized
CCI CROWN CASTLE INTL CORP 0.7%
Value ($000) $788 Shares 8,363 Est. Cost $60.80 Unrealized +6.8%
PPL PPL 0.7%
Value ($000) $766 Shares 22,167 Est. Cost $21.74 Unrealized +8.7%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $765 Shares 951 Est. Cost $36.94 Unrealized +5.1%
VOD VODAFONE GROUP PLC NE 0.6%
Value ($000) $713 Shares 24,482 Est. Cost $31.47 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $704 Shares 9,753 Est. Cost $72.00 Unrealized
VTR VENTAS INC. 0.6%
Value ($000) $694 Shares 9,829 Est. Cost $36.24 Unrealized +33.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.6%
Value ($000) $693 Shares 21,148 Est. Cost $32.77 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $654 Shares 5,608 Est. Cost $75.36 Unrealized +14.2%
GOOG ALPHABET INC CLASS C 0.5%
Value ($000) $586 Shares 754 Est. Cost $35.80 Unrealized +5.3%
JPM JP MORGAN CHASE 0.5%
Value ($000) $574 Shares 8,617 Est. Cost $49.68 Unrealized +2.4%
AMZN AMAZON COM INC 0.5%
Value ($000) $573 Shares 684 Est. Cost $32.06 Unrealized +19.4%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.5%
Value ($000) $558 Shares 9,552 Est. Cost $53.00 Unrealized
PEP PEPSICO 0.5%
Value ($000) $553 Shares 5,089 Est. Cost $73.85 Unrealized +9.8%
VCSH VANGUARD SHORT TERM CORP BOND FUND 0.5%
Value ($000) $536 Shares 6,650 Est. Cost $79.84 Unrealized
SNY SANOFI-AVENTIS 0.4%
Value ($000) $518 Shares 13,559 Est. Cost $41.40 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $509 Shares 12,017 Est. Cost $36.54 Unrealized -1.1%
SBUX STARBUCKS 0.4%
Value ($000) $507 Shares 9,368 Est. Cost $48.15 Unrealized -4.8%
MA MASTERCARD INC CL A 0.4%
Value ($000) $490 Shares 4,811 Est. Cost $91.99 Unrealized -1.3%
MMM 3M 0.4%
Value ($000) $480 Shares 2,720 Est. Cost $92.54 Unrealized +18.0%
ALLERGAN PLC SHS 0.4%
Value ($000) $455 Shares 1,974 Est. Cost $284.55 Unrealized
EXPRESS SCRIPTS HLDGS CO 0.4%
Value ($000) $445 Shares 6,308 Est. Cost $85.49 Unrealized
DIS DISNEY 0.4%
Value ($000) $442 Shares 4,758 Est. Cost $100.44 Unrealized -11.5%
AEP AMERICAN ELECTRIC POWER 0.4%
Value ($000) $425 Shares 6,607 Est. Cost $40.12 Unrealized +20.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $421 Shares 2,911 Est. Cost $132.71 Unrealized +10.2%
GIS GENERAL MILLS 0.4%
Value ($000) $418 Shares 6,549 Est. Cost $40.69 Unrealized +22.9%
EFX EQUIFAX INC 0.3%
Value ($000) $399 Shares 2,964 Est. Cost $98.15 Unrealized +23.8%
ORCL ORACLE 0.3%
Value ($000) $390 Shares 9,941 Est. Cost $33.13 Unrealized +7.0%
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $379 Shares 10,696 Est. Cost $34.88 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $379 Shares 2,486 Est. Cost $132.75 Unrealized +3.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $378 Shares 3,090 Est. Cost $19.50 Unrealized +27.3%
META FACEBOOK, INC. 0.3%
Value ($000) $371 Shares 2,894 Est. Cost $105.68 Unrealized +16.7%
AZO AUTOZONE INC COM 0.3%
Value ($000) $336 Shares 437 Est. Cost $763.49 Unrealized +2.0%
AFL AFLAC 0.3%
Value ($000) $331 Shares 4,605 Est. Cost $24.53 Unrealized +19.2%
CVS CVS 0.3%
Value ($000) $324 Shares 3,644 Est. Cost $72.14 Unrealized -1.7%
BROADCOM LTD NPV 0.3%
Value ($000) $303 Shares 1,759 Est. Cost $158.84 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $300 Shares 2,675 Est. Cost $106.51 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $293 Shares 2,362 Est. Cost $112.69 Unrealized
V VISA INC- CLASS A SHARES 0.2%
Value ($000) $292 Shares 3,531 Est. Cost $72.67 Unrealized +3.2%
AZN ASTRAZENECA PLC SPONS ADR 0.2%
Value ($000) $288 Shares 8,775 Est. Cost $33.79 Unrealized
KR KROGER 0.2%
Value ($000) $283 Shares 9,544 Est. Cost $31.64 Unrealized -13.4%
MCK MCKESSON 0.2%
Value ($000) $274 Shares 1,643 Est. Cost $170.33 Unrealized +1.6%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $274 Shares 7,791 Est. Cost $32.50 Unrealized
DLTR DOLLAR TREE, INC. 0.2%
Value ($000) $265 Shares 3,365 Est. Cost $72.49 Unrealized +24.1%
PFF ISHARES S&P US PFD STK 0.2%
Value ($000) $257 Shares 6,500 Est. Cost $39.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $254 Shares 1,595 Est. Cost $137.24 Unrealized +9.4%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $254 Shares 3,390 Est. Cost $52.18 Unrealized +25.2%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $251 Shares 1,820 Est. Cost $124.12 Unrealized
CB CHUBB LTD 0.2%
Value ($000) $240 Shares 1,910 Est. Cost $99.57 Unrealized +7.7%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $229 Shares 4,452 Est. Cost $42.59 Unrealized +5.7%
TJX TJX 0.2%
Value ($000) $225 Shares 3,008 Est. Cost $31.16 Unrealized +10.0%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.2%
Value ($000) $224 Shares 2,260 Est. Cost $93.76 Unrealized
OMC OMNICOM GROUP 0.2%
Value ($000) $222 Shares 2,605 Est. Cost $59.67 Unrealized +1.4%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.2%
Value ($000) $218 Shares 2,600 Est. Cost $78.91 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $208 Shares 2,920 Est. Cost $77.14 Unrealized -0.1%
CELGENE CORP 0.2%
Value ($000) $205 Shares 1,954 Est. Cost $110.08 Unrealized
VRSK VERISK ANA USD 0.2%
Value ($000) $205 Shares 2,518 Est. Cost $72.86 Unrealized +8.5%
HSIC HENRY SCHEIN, INC 0.2%
Value ($000) $204 Shares 1,255 Est. Cost $67.58 Unrealized -1.8%
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.2%
Value ($000) $196 Shares 1,840 Est. Cost $100.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $186 Shares 3,000 Est. Cost $21.31 Unrealized +14.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $183 Shares 3,107 Est. Cost $58.01 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $179 Shares 1,473 Est. Cost $104.78 Unrealized +4.0%
UNITED TECHNOLOGIES 0.1%
Value ($000) $170 Shares 1,680 Est. Cost $98.15 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $167 Shares 2,134 Est. Cost $45.03 Unrealized +49.4%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $162 Shares 3,000 Est. Cost $46.72 Unrealized -1.2%
HYG I SHARES IBOXX USD H/Y CORP BOND ETF 0.1%
Value ($000) $156 Shares 1,784 Est. Cost $80.57 Unrealized
NXPI NXP SEMICONDUCTORS N.V. 0.1%
Value ($000) $152 Shares 1,494 Est. Cost $76.05 Unrealized -1.0%
ROST ROSS STORES INC COM 0.1%
Value ($000) $151 Shares 2,355 Est. Cost $46.25 Unrealized +21.2%
FDX FEDEX 0.1%
Value ($000) $133 Shares 758 Est. Cost $132.05 Unrealized +6.7%
BIDU BAIDU INC 0.1%
Value ($000) $127 Shares 700 Est. Cost $188.86 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $124 Shares 1,863 Est. Cost $30.14 Unrealized +40.6%
ED CONSOLIDATED EDISON 0.1%
Value ($000) $124 Shares 1,647 Est. Cost $49.96 Unrealized +11.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $121 Shares 1,210 Est. Cost $35.69 Unrealized +18.7%
LLY LILLY ELI 0.1%
Value ($000) $120 Shares 1,500 Est. Cost $69.53 Unrealized -1.4%
LOW LOWE'S COS INC 0.1%
Value ($000) $116 Shares 1,605 Est. Cost $61.72 Unrealized +6.0%
IJH ISHARES S&P MIDCAP 400 0.1%
Value ($000) $115 Shares 740 Est. Cost $147.30 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $112 Shares 2,538 Est. Cost $39.35 Unrealized -6.4%
EEFT EURONET WORLDWIDE 0.1%
Value ($000) $111 Shares 1,360 Est. Cost $76.51 Unrealized +0.1%
MRSH MARSH & MCLENNAN 0.1%
Value ($000) $109 Shares 1,628 Est. Cost $48.02 Unrealized +19.4%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $104 Shares 899 Est. Cost $109.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $103 Shares 736 Est. Cost $103.64 Unrealized +16.3%
NFLX NETFLIX, INC. 0.1%
Value ($000) $101 Shares 1,026 Est. Cost $11.40 Unrealized -16.2%
WAB WABTEC CORP COM 0.1%
Value ($000) $100 Shares 1,220 Est. Cost $75.32 Unrealized -7.8%
FRCB FIRST REPUBLIC BANK OF SAN FRANCISCO 0.1%
Value ($000) $96 Shares 1,250 Est. Cost $62.70 Unrealized +12.1%
CITRIX SYSTEMS 0.1%
Value ($000) $95 Shares 1,116 Est. Cost $77.91 Unrealized
ISHARES MSCI JAPAN INDEX 0.1%
Value ($000) $92 Shares 7,365 Est. Cost $12.06 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $89 Shares 1,000 Est. Cost $74.79 Unrealized +8.1%
GENERAL ELECTRIC 0.1%
Value ($000) $88 Shares 2,975 Est. Cost $31.30 Unrealized
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $83 Shares 1,875 Est. Cost $46.22 Unrealized -5.3%
FIS FIDELITY NAT'L INFORMATION 0.1%
Value ($000) $82 Shares 1,070 Est. Cost $55.49 Unrealized +19.5%
SPY STANDARD & POORS LARGE CAP 500 0.1%
Value ($000) $81 Shares 375 Est. Cost $202.67 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $76 Shares 870 Est. Cost $81.61 Unrealized
PFE PFIZER 0.1%
Value ($000) $73 Shares 2,137 Est. Cost $20.78 Unrealized +7.1%
ICLR ICON PLC 0.1%
Value ($000) $71 Shares 924 Est. Cost $71.41 Unrealized +5.2%
NKE NIKE INC CL B 0.1%
Value ($000) $68 Shares 1,296 Est. Cost $50.03 Unrealized -0.0%
POWERSHARES PREFERRED ETF 0.1%
Value ($000) $67 Shares 4,450 Est. Cost $14.90 Unrealized
SONY SONY CORP AMERN SHS NEW 0.1%
Value ($000) $65 Shares 1,969 Est. Cost $24.63 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $64 Shares 1,251 Est. Cost $30.87 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $63 Shares 1,330 Est. Cost $37.10 Unrealized -8.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $63 Shares 800 Est. Cost $72.90 Unrealized -20.7%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $62 Shares 340 Est. Cost $172.39 Unrealized -4.4%
DELL TECHNOLOGIES 0.1%
Value ($000) $59 Shares 1,228 Est. Cost $48.05 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $59 Shares 1,578 Est. Cost $33.40 Unrealized
FAST FASTENAL COMPANY 0.0%
Value ($000) $58 Shares 1,390 Est. Cost $8.32 Unrealized 0.0%
LQD ISHARES IBOXX USD INV GRADE CORP BD ETF 0.0%
Value ($000) $57 Shares 465 Est. Cost $113.98 Unrealized
CRI CARTER INC COM 0.0%
Value ($000) $56 Shares 650 Est. Cost $68.43 Unrealized +13.5%
DOW CHEMICAL 0.0%
Value ($000) $55 Shares 1,058 Est. Cost $51.47 Unrealized
DELPHI AUTOMOTIVE PLC 0.0%
Value ($000) $55 Shares 766 Est. Cost $85.50 Unrealized
BARCLAYS BK PLC PFD 8.125% 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $26.50 Unrealized
TM TOYOTA MTR CP ADS 0.0%
Value ($000) $52 Shares 446 Est. Cost $123.32 Unrealized
SCZ ISHARES TR MSCI EAFE SMALL- CAP ETF 0.0%
Value ($000) $52 Shares 988 Est. Cost $48.58 Unrealized
PVH PVH CORP 0.0%
Value ($000) $52 Shares 474 Est. Cost $87.14 Unrealized +17.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $51 Shares 465 Est. Cost $70.63 Unrealized +9.4%
TSN TYSON FOODS CL A 0.0%
Value ($000) $49 Shares 650 Est. Cost $37.67 Unrealized +53.6%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $48 Shares 3,875 Est. Cost $13.42 Unrealized
RED HAT, INC 0.0%
Value ($000) $48 Shares 600 Est. Cost $80.00 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $47 Shares 555 Est. Cost $44.66 Unrealized +62.3%
WALGREENS BOOTS ALLIANCE I USD 0.0%
Value ($000) $47 Shares 589 Est. Cost $84.89 Unrealized
BUD ANHEUSER BUSCH INBEV SA ADR 0.0%
Value ($000) $46 Shares 347 Est. Cost $123.92 Unrealized
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $45 Shares 572 Est. Cost $85.66 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $43 Shares 600 Est. Cost $16.63 Unrealized +23.9%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $41 Shares 1,475 Est. Cost $25.76 Unrealized
MBB I SHARES MBS ETF 0.0%
Value ($000) $39 Shares 360 Est. Cost $108.21 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $38 Shares 477 Est. Cost $60.27 Unrealized +0.6%
ELV ANTHEM INC 0.0%
Value ($000) $38 Shares 300 Est. Cost $119.60 Unrealized -4.9%
INTC INTEL 0.0%
Value ($000) $36 Shares 950 Est. Cost $28.62 Unrealized 0.0%
MYLAN NV EUR 0.0%
Value ($000) $34 Shares 900 Est. Cost $54.44 Unrealized
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $34 Shares 642 Est. Cost $50.48 Unrealized
SPH SUBURBAN PROPANE LP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $24.00 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $33 Shares 331 Est. Cost $102.72 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $22.85 Unrealized 0.0%
VLO VALERO ENERGY 0.0%
Value ($000) $31 Shares 580 Est. Cost $42.88 Unrealized -14.3%
CGI GROUP, INC 0.0%
Value ($000) $30 Shares 627 Est. Cost $39.87 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $30 Shares 413 Est. Cost $62.80 Unrealized -7.2%
UNP UNION PACIFIC 0.0%
Value ($000) $30 Shares 310 Est. Cost $75.50 Unrealized +0.6%
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $29 Shares 575 Est. Cost $40.00 Unrealized
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $28 Shares 390 Est. Cost $61.64 Unrealized
BABA ALIBABA GROUP HLDG 0.0%
Value ($000) $28 Shares 260 Est. Cost $80.77 Unrealized
PRAXAIR 0.0%
Value ($000) $26 Shares 213 Est. Cost $104.34 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $26 Shares 340 Est. Cost $82.92 Unrealized -6.5%
STIP ISHARES 0-5 YEARS TIPS BOND 0.0%
Value ($000) $25 Shares 250 Est. Cost $100.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $24 Shares 462 Est. Cost $45.96 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value ($000) $23 Shares 450 Est. Cost $36.64 Unrealized +19.7%
JCI JOHNSON CNTRLS INTERNATIONAL PLC 0.0%
Value ($000) $23 Shares 501 Est. Cost $33.21 Unrealized 0.0%
APACHE 0.0%
Value ($000) $23 Shares 355 Est. Cost $43.72 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 123 Est. Cost $123.45 Unrealized +20.3%
TIFFANY & CO NEW COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $76.67 Unrealized
SYMANTEC 0.0%
Value ($000) $20 Shares 800 Est. Cost $21.25 Unrealized
DR PEPPER SNAPPLE GROUP 0.0%
Value ($000) $19 Shares 205 Est. Cost $94.17 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 415 Est. Cost $35.47 Unrealized -0.7%
BAC BANK OF AMERICA 0.0%
Value ($000) $17 Shares 1,110 Est. Cost $12.34 Unrealized -2.2%
IWF ISHARES RUSSELL 1000 GRWTH INDEX FUND 0.0%
Value ($000) $16 Shares 150 Est. Cost $100.00 Unrealized
CAH CARDINAL HEALTH 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.85 Unrealized -2.2%
COACH INC 0.0%
Value ($000) $16 Shares 443 Est. Cost $31.60 Unrealized
IBM IBM 0.0%
Value ($000) $16 Shares 100 Est. Cost $87.52 Unrealized +16.3%
CBOE CBOE HOLDINGS, INC. 0.0%
Value ($000) $15 Shares 230 Est. Cost $59.01 Unrealized +2.4%
MET METLIFE INC 0.0%
Value ($000) $15 Shares 343 Est. Cost $31.20 Unrealized -12.2%
EQUITY COMMONWEALTH (EQC) 0.0%
Value ($000) $15 Shares 489 Est. Cost $28.63 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.73 Unrealized +25.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $14 Shares 129 Est. Cost $100.78 Unrealized
VARIAN MED SYS INC 0.0%
Value ($000) $14 Shares 145 Est. Cost $96.55 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $13 Shares 185 Est. Cost $58.14 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP 0.0%
Value ($000) $13 Shares 300 Est. Cost $36.68 Unrealized -6.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
SHM SPDR SERIES NUVEEN BARCLAYS SHORT TERM 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
AVY AVERY DENNISON 0.0%
Value ($000) $11 Shares 135 Est. Cost $52.41 Unrealized +22.9%
SAP SAP AG 0.0%
Value ($000) $11 Shares 120 Est. Cost $79.17 Unrealized
ALL ALLSTATE 0.0%
Value ($000) $10 Shares 150 Est. Cost $49.75 Unrealized +12.4%
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $10 Shares 174 Est. Cost $48.36 Unrealized +5.3%
CSX CSX CORP COM 0.0%
Value ($000) $10 Shares 323 Est. Cost $7.01 Unrealized +18.2%
TDC TERADATA CORP 0.0%
Value ($000) $10 Shares 312 Est. Cost $28.21 Unrealized +5.6%
MAS MASCO 0.0%
Value ($000) $10 Shares 300 Est. Cost $24.50 Unrealized +22.7%
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $9 Shares 113 Est. Cost $70.80 Unrealized
HD SUPPLY HLDGS INC 0.0%
Value ($000) $8 Shares 235 Est. Cost $29.79 Unrealized
HANCOCK JOHN INV TR 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.40 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $8 Shares 65 Est. Cost $93.50 Unrealized +5.0%
AXP AMERICAN EXPRESS 0.0%
Value ($000) $8 Shares 120 Est. Cost $62.87 Unrealized -10.4%
SPECTRUM BRANDS HLDGS INC 0.0%
Value ($000) $8 Shares 58 Est. Cost $103.45 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $7 Shares 230 Est. Cost $25.16 Unrealized +3.4%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $7 Shares 162 Est. Cost $67.90 Unrealized
VALEANT PHARMACEUTICALS INTLINC CDA 0.0%
Value ($000) $7 Shares 300 Est. Cost $100.80 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $118.64 Unrealized
MUB ISHARES NATL MUNI BOND ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $7 Shares 45 Est. Cost $24.12 Unrealized +7.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $23.16 Unrealized -1.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 39 Est. Cost $102.56 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.91 Unrealized -11.8%
PNR PENTAIR PLC USD 0.0%
Value ($000) $5 Shares 80 Est. Cost $30.91 Unrealized +17.5%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $5 Shares 150 Est. Cost $20.16 Unrealized +14.4%
BIV VANGUARD BD INDX ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $84.00 Unrealized
VOYA VOYA FINL INC 0.0%
Value ($000) $4 Shares 140 Est. Cost $27.42 Unrealized -10.6%
NUE NUCOR CORP 0.0%
Value ($000) $4 Shares 90 Est. Cost $39.15 Unrealized +5.2%
HEWJ ISHARES TR ISHARES CURRENCY HEDGED 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
PIER 1 IMPORTS 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
BB&T 0.0%
Value ($000) $2 Shares 60 Est. Cost $37.65 Unrealized
TFI SPDR SERIES NUVEEN BARCLAYS MUNI BD 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.36 Unrealized
DISCOVERY COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $1 Shares 28 Est. Cost $44.78 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.00 Unrealized +17.3%
HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
HGTXU HUGOTON ROYALTY TRUST UNIT 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
CRT CROSS TIMBERS RTY UNIT 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized