BOSTON FAMILY OFFICE LLC Diversified Active

CIK: 0001039807 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value ($000): $787,808 (100.0% shares, 0.0% debt)

Holdings (266)

VWO Vanguard FTSE Emerging Mkts 3.1%
Value ($000) $24,077 Shares 558,231 Est. Cost $38.90 Unrealized
JNJ Johnson & Johnson 2.4%
Value ($000) $19,281 Shares 184,297 Est. Cost $59.66 Unrealized +22.6%
XOM Exxon Mobil Corp 2.4%
Value ($000) $19,221 Shares 190,909 Est. Cost $53.69 Unrealized +15.2%
SPY SPDR S&P 500 2.4%
Value ($000) $19,202 Shares 98,111 Est. Cost $160.42 Unrealized
GILD Gilead Sciences Inc 2.2%
Value ($000) $17,054 Shares 205,698 Est. Cost $36.21 Unrealized +49.3%
Stericycle 1.9%
Value ($000) $15,319 Shares 129,359 Est. Cost $110.66 Unrealized
Celgene Corp 1.9%
Value ($000) $14,813 Shares 172,490 Est. Cost $101.79 Unrealized
SLB Schlumberger Ltd 1.8%
Value ($000) $14,162 Shares 120,068 Est. Cost $53.08 Unrealized +41.0%
MDY SPDR S&P Midcap 400 1.6%
Value ($000) $12,829 Shares 49,236 Est. Cost $211.05 Unrealized
Ansys Inc. 1.6%
Value ($000) $12,605 Shares 166,245 Est. Cost $73.17 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $12,377 Shares 157,483 Est. Cost $55.00 Unrealized +6.0%
GIS General Mills Inc 1.5%
Value ($000) $12,039 Shares 229,141 Est. Cost $31.98 Unrealized +11.9%
AAPL Apple Inc. 1.5%
Value ($000) $11,645 Shares 125,311 Est. Cost $17.87 Unrealized +4.4%
ROK Rockwell Automation 1.4%
Value ($000) $11,320 Shares 90,444 Est. Cost $69.79 Unrealized +40.2%
UNP Union Pacific Corp 1.4%
Value ($000) $11,223 Shares 112,509 Est. Cost $65.98 Unrealized +13.3%
NSRGY Nestle SA-spons ADR 1.4%
Value ($000) $11,159 Shares 143,671 Est. Cost $65.78 Unrealized
ORCL Oracle Systems Corp 1.4%
Value ($000) $11,130 Shares 274,600 Est. Cost $27.58 Unrealized +25.7%
IJR iShares S&P SmallCap 600 Index 1.4%
Value ($000) $10,693 Shares 95,394 Est. Cost $90.60 Unrealized
ATR AptarGroup Inc 1.3%
Value ($000) $9,926 Shares 148,123 Est. Cost $46.93 Unrealized +20.2%
MRSH Marsh & McLennan Cos 1.2%
Value ($000) $9,649 Shares 186,194 Est. Cost $31.19 Unrealized +29.9%
MIDD Middleby 1.2%
Value ($000) $9,535 Shares 115,263 Est. Cost $77.03 Unrealized +6.9%
General Electric Co 1.2%
Value ($000) $9,210 Shares 350,441 Est. Cost $23.19 Unrealized
Monsanto 1.2%
Value ($000) $9,193 Shares 73,699 Est. Cost $98.81 Unrealized
United Technologies 1.2%
Value ($000) $9,180 Shares 79,514 Est. Cost $92.94 Unrealized
AMT American Tower Corporation 1.1%
Value ($000) $8,950 Shares 99,470 Est. Cost $59.51 Unrealized +10.4%
BRK/B Berkshire Hathaway Inc Cl B 1.1%
Value ($000) $8,805 Shares 69,568 Est. Cost $112.02 Unrealized +13.0%
PEP Pepsico 1.1%
Value ($000) $8,314 Shares 93,056 Est. Cost $56.00 Unrealized +8.8%
Golar LNG Ltd 1.0%
Value ($000) $8,050 Shares 133,941 Est. Cost $32.26 Unrealized
TDC Teradata 1.0%
Value ($000) $7,757 Shares 192,972 Est. Cost $53.27 Unrealized -18.0%
AFL Aflac Corp 1.0%
Value ($000) $7,549 Shares 121,272 Est. Cost $20.11 Unrealized +17.8%
Praxair 1.0%
Value ($000) $7,488 Shares 56,370 Est. Cost $115.16 Unrealized
Plum Creek Timber 0.9%
Value ($000) $7,106 Shares 157,570 Est. Cost $46.67 Unrealized
ECL Ecolab Inc 0.9%
Value ($000) $7,037 Shares 63,207 Est. Cost $74.60 Unrealized +26.3%
PH Parker Hannifin 0.9%
Value ($000) $6,994 Shares 55,624 Est. Cost $76.08 Unrealized +35.1%
ZBRA Zebra Tech Corp Cl A 0.9%
Value ($000) $6,850 Shares 83,206 Est. Cost $45.61 Unrealized +60.0%
MCD McDonald's Corp 0.9%
Value ($000) $6,745 Shares 66,956 Est. Cost $71.77 Unrealized +4.2%
NKE Nike Inc Cl B 0.8%
Value ($000) $6,507 Shares 83,911 Est. Cost $26.53 Unrealized +21.2%
IBM International Business Machine 0.8%
Value ($000) $6,434 Shares 35,494 Est. Cost $118.82 Unrealized -5.5%
VEU Vanguard FTSE All-World Ex-US 0.8%
Value ($000) $6,052 Shares 115,739 Est. Cost $44.27 Unrealized
MRK Merck & Co 0.8%
Value ($000) $5,999 Shares 103,707 Est. Cost $30.02 Unrealized +26.5%
ABBV Abbvie 0.8%
Value ($000) $5,992 Shares 106,161 Est. Cost $26.82 Unrealized +23.0%
TEVA Teva Pharmaceutical 0.7%
Value ($000) $5,850 Shares 111,602 Est. Cost $39.20 Unrealized
PM Philip Morris International 0.7%
Value ($000) $5,835 Shares 69,212 Est. Cost $49.82 Unrealized -3.2%
MMM 3M Company 0.7%
Value ($000) $5,812 Shares 40,573 Est. Cost $61.26 Unrealized +32.3%
SYK Stryker 0.7%
Value ($000) $5,654 Shares 67,055 Est. Cost $56.92 Unrealized +25.0%
DLTR Dollar Tree Stores 0.7%
Value ($000) $5,628 Shares 103,339 Est. Cost $49.51 Unrealized +6.2%
FRCB First Republic Bank 0.7%
Value ($000) $5,591 Shares 101,678 Est. Cost $35.36 Unrealized +38.8%
NEE NextEra Energy Resources 0.7%
Value ($000) $5,585 Shares 54,496 Est. Cost $14.15 Unrealized +26.6%
DHR Danaher Corp Del Com 0.7%
Value ($000) $5,576 Shares 70,820 Est. Cost $25.01 Unrealized +24.4%
CVX Chevron Corp 0.7%
Value ($000) $5,476 Shares 41,944 Est. Cost $71.34 Unrealized +6.4%
VEA Vanguard FTSE Developed Market 0.6%
Value ($000) $4,830 Shares 113,399 Est. Cost $35.60 Unrealized
AL Air Lease 0.6%
Value ($000) $4,823 Shares 125,009 Est. Cost $31.23 Unrealized +4.3%
Du Pont E I De Nemours Co 0.6%
Value ($000) $4,612 Shares 70,477 Est. Cost $52.81 Unrealized
Dentsply International Inc 0.6%
Value ($000) $4,502 Shares 95,079 Est. Cost $40.96 Unrealized
MSFT Microsoft Corp 0.6%
Value ($000) $4,497 Shares 107,852 Est. Cost $26.97 Unrealized +25.9%
BEN Franklin Resources 0.6%
Value ($000) $4,422 Shares 76,454 Est. Cost $29.22 Unrealized +12.1%
QCOM Qualcomm 0.6%
Value ($000) $4,422 Shares 55,835 Est. Cost $46.12 Unrealized +24.2%
ABT Abbott Laboratories 0.5%
Value ($000) $4,277 Shares 104,577 Est. Cost $28.89 Unrealized +9.0%
KO Coca Cola Co 0.5%
Value ($000) $4,275 Shares 100,923 Est. Cost $27.85 Unrealized +0.9%
WAB Wabtec Corp 0.5%
Value ($000) $4,265 Shares 51,635 Est. Cost $49.83 Unrealized +45.2%
PFE Pfizer 0.5%
Value ($000) $4,241 Shares 142,886 Est. Cost $16.49 Unrealized +6.4%
LKQ LKQ Corp. 0.5%
Value ($000) $4,178 Shares 156,535 Est. Cost $25.49 Unrealized -2.7%
NVS Novartis AG ADR 0.5%
Value ($000) $4,097 Shares 45,251 Est. Cost $71.72 Unrealized
MKC McCormick & Co. Inc 0.5%
Value ($000) $4,019 Shares 56,135 Est. Cost $28.15 Unrealized +1.5%
CL Colgate Palmolive 0.5%
Value ($000) $3,899 Shares 57,194 Est. Cost $44.45 Unrealized +15.2%
BHP BHP Ltd 0.5%
Value ($000) $3,861 Shares 56,400 Est. Cost $57.67 Unrealized
LECO Lincoln Electric 0.5%
Value ($000) $3,831 Shares 54,824 Est. Cost $55.81 Unrealized +21.5%
Powershares QQQ 0.5%
Value ($000) $3,829 Shares 40,778 Est. Cost $72.43 Unrealized
ADP Automatic Data Processing 0.5%
Value ($000) $3,828 Shares 48,280 Est. Cost $45.22 Unrealized +16.9%
COP ConocoPhillips 0.5%
Value ($000) $3,781 Shares 44,108 Est. Cost $40.20 Unrealized +32.7%
AMZN Amazon.Com Inc 0.5%
Value ($000) $3,735 Shares 11,501 Est. Cost $13.32 Unrealized +18.8%
Ensco Plc 0.5%
Value ($000) $3,589 Shares 64,582 Est. Cost $57.65 Unrealized
CVS CVS/Caremark Corp 0.4%
Value ($000) $3,535 Shares 46,898 Est. Cost $43.20 Unrealized +27.1%
CSCO Cisco Sys Inc 0.4%
Value ($000) $3,531 Shares 142,082 Est. Cost $15.24 Unrealized +9.2%
FCX Freeport-McMoRan 0.4%
Value ($000) $3,380 Shares 92,612 Est. Cost $24.45 Unrealized +20.9%
MO Altria Group Inc Com 0.4%
Value ($000) $3,107 Shares 74,071 Est. Cost $16.28 Unrealized +17.9%
Jacobs Engineering Group Inc 0.4%
Value ($000) $3,066 Shares 57,553 Est. Cost $55.14 Unrealized
LOW Lowe's Companies 0.4%
Value ($000) $3,008 Shares 62,674 Est. Cost $33.36 Unrealized +13.5%
VZ Verizon Communications 0.4%
Value ($000) $2,979 Shares 60,885 Est. Cost $26.44 Unrealized +1.4%
THO Thor Industries 0.4%
Value ($000) $2,902 Shares 51,035 Est. Cost $31.92 Unrealized +49.5%
AXP American Express Co 0.4%
Value ($000) $2,892 Shares 30,479 Est. Cost $59.91 Unrealized +27.5%
APD Air Products & Chemicals 0.4%
Value ($000) $2,877 Shares 22,368 Est. Cost $61.55 Unrealized +36.3%
JPM J.P. Morgan Chase & Co. 0.4%
Value ($000) $2,810 Shares 48,768 Est. Cost $36.24 Unrealized +13.7%
D Dominion Res Inc VA 0.3%
Value ($000) $2,748 Shares 38,420 Est. Cost $34.53 Unrealized +24.3%
INTC Intel Corp 0.3%
Value ($000) $2,701 Shares 87,417 Est. Cost $17.18 Unrealized +20.4%
TGT Target 0.3%
Value ($000) $2,676 Shares 46,177 Est. Cost $47.95 Unrealized -13.2%
AKAM Akamai Technologies Inc 0.3%
Value ($000) $2,647 Shares 43,346 Est. Cost $42.50 Unrealized +30.9%
SPDR S&P China ETF 0.3%
Value ($000) $2,634 Shares 35,005 Est. Cost $64.09 Unrealized
McGraw Hill 0.3%
Value ($000) $2,574 Shares 31,000 Est. Cost $53.17 Unrealized
NVO Novo Nordisk A/S ADR 0.3%
Value ($000) $2,540 Shares 54,990 Est. Cost $67.75 Unrealized
Cree 0.3%
Value ($000) $2,417 Shares 48,394 Est. Cost $63.84 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $2,391 Shares 23,208 Est. Cost $57.67 Unrealized +31.8%
Anadarko Petroleum 0.3%
Value ($000) $2,375 Shares 21,699 Est. Cost $85.91 Unrealized
WFC Wells Fargo Company 0.3%
Value ($000) $2,364 Shares 44,977 Est. Cost $28.40 Unrealized +27.9%
DEO Diageo PLC ADR 0.3%
Value ($000) $2,313 Shares 18,176 Est. Cost $114.96 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value ($000) $2,312 Shares 47,665 Est. Cost $28.77 Unrealized +16.4%
DIS Disney Walt Co. 0.3%
Value ($000) $2,299 Shares 26,812 Est. Cost $60.30 Unrealized +21.8%
TMO Thermo Fisher Scientific 0.3%
Value ($000) $2,273 Shares 19,260 Est. Cost $80.26 Unrealized +41.4%
ROP Roper Industries 0.3%
Value ($000) $2,270 Shares 15,547 Est. Cost $118.48 Unrealized +9.8%
IWC iShares Russell Microcap Index 0.3%
Value ($000) $2,238 Shares 29,395 Est. Cost $73.74 Unrealized
Royal Dutch Shell PLC ADR A 0.3%
Value ($000) $2,192 Shares 26,609 Est. Cost $63.81 Unrealized
Meridian Biosciences 0.3%
Value ($000) $2,130 Shares 103,174 Est. Cost $21.57 Unrealized
RPM RPM 0.3%
Value ($000) $2,123 Shares 45,975 Est. Cost $32.67 Unrealized +32.5%
Kellogg Co 0.3%
Value ($000) $2,076 Shares 31,605 Est. Cost $38.95 Unrealized +7.2%
SHW Sherwin Williams 0.3%
Value ($000) $2,042 Shares 9,870 Est. Cost $53.48 Unrealized +11.9%
FDX FedEx Corp. 0.3%
Value ($000) $2,028 Shares 13,395 Est. Cost $81.95 Unrealized +44.6%
GLW Corning Inc 0.2%
Value ($000) $1,925 Shares 87,722 Est. Cost $11.54 Unrealized +35.7%
Chubb Corp 0.2%
Value ($000) $1,834 Shares 19,900 Est. Cost $84.74 Unrealized
Hubbell Inc Cl B 0.2%
Value ($000) $1,831 Shares 14,870 Est. Cost $99.00 Unrealized
Covidien PLC 0.2%
Value ($000) $1,826 Shares 20,248 Est. Cost $63.36 Unrealized
T AT&T 0.2%
Value ($000) $1,825 Shares 51,626 Est. Cost $11.38 Unrealized +3.5%
THD iShares MSCI Thailand Capped I 0.2%
Value ($000) $1,800 Shares 23,314 Est. Cost $74.30 Unrealized
National Oilwell Varco 0.2%
Value ($000) $1,762 Shares 21,393 Est. Cost $78.06 Unrealized
MDLZ Mondelez International W/I 0.2%
Value ($000) $1,712 Shares 45,531 Est. Cost $23.16 Unrealized +22.2%
Kinder Morgan Energy Partners 0.2%
Value ($000) $1,687 Shares 20,517 Est. Cost $85.39 Unrealized
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $1,616 Shares 37,392 Est. Cost $39.45 Unrealized
Spectra Energy 0.2%
Value ($000) $1,579 Shares 37,174 Est. Cost $34.52 Unrealized
Google Cl C 0.2%
Value ($000) $1,551 Shares 2,696 Est. Cost $575.30 Unrealized
Express Scripts Holdings 0.2%
Value ($000) $1,527 Shares 22,026 Est. Cost $61.94 Unrealized
NEOG Neogen 0.2%
Value ($000) $1,452 Shares 35,889 Est. Cost $14.55 Unrealized +2.1%
YUM Yum Brands Inc 0.2%
Value ($000) $1,447 Shares 17,823 Est. Cost $38.97 Unrealized +14.6%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,447 Shares 13,010 Est. Cost $63.06 Unrealized +13.8%
Seagate Technology 0.2%
Value ($000) $1,420 Shares 25,000 Est. Cost $45.08 Unrealized
BKU BankUnited, Inc. 0.2%
Value ($000) $1,414 Shares 42,245 Est. Cost $18.12 Unrealized +29.8%
Google Inc CL A 0.2%
Value ($000) $1,404 Shares 2,401 Est. Cost $994.42 Unrealized
Allergan Inc 0.2%
Value ($000) $1,403 Shares 8,293 Est. Cost $96.92 Unrealized
SSNC SS&C Technologies Holdings 0.2%
Value ($000) $1,402 Shares 31,700 Est. Cost $15.56 Unrealized +33.0%
HD Home Depot Inc 0.2%
Value ($000) $1,340 Shares 16,557 Est. Cost $56.05 Unrealized +7.2%
HON Honeywell International Inc 0.2%
Value ($000) $1,315 Shares 14,149 Est. Cost $53.55 Unrealized +22.7%
EMR Emerson Electric Co 0.2%
Value ($000) $1,271 Shares 19,158 Est. Cost $40.27 Unrealized +22.0%
CPB Campbell Soup Co 0.2%
Value ($000) $1,240 Shares 27,075 Est. Cost $30.75 Unrealized +2.6%
CLX Clorox Co 0.2%
Value ($000) $1,239 Shares 13,554 Est. Cost $60.38 Unrealized +6.8%
Walgreen Co 0.2%
Value ($000) $1,226 Shares 16,535 Est. Cost $45.88 Unrealized
Apache Corp 0.2%
Value ($000) $1,212 Shares 12,045 Est. Cost $83.81 Unrealized
NTRS Northern Tr Corp 0.2%
Value ($000) $1,201 Shares 18,700 Est. Cost $40.35 Unrealized +12.7%
ITW Illinois Tool Works 0.1%
Value ($000) $1,174 Shares 13,413 Est. Cost $52.48 Unrealized +24.7%
KEWL Keweenaw Land Association Ltd 0.1%
Value ($000) $1,145 Shares 12,310 Est. Cost $10.65 Unrealized +9.7%
Sigma Aldrich 0.1%
Value ($000) $1,140 Shares 11,230 Est. Cost $80.44 Unrealized
Avon Prods Inc 0.1%
Value ($000) $1,131 Shares 77,392 Est. Cost $21.03 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $1,131 Shares 18,100 Est. Cost $55.53 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $1,123 Shares 15,800 Est. Cost $44.50 Unrealized +48.7%
EWA iShares MSCI Australia Index 0.1%
Value ($000) $1,094 Shares 41,866 Est. Cost $22.58 Unrealized
Quintiles Transnational Holdin 0.1%
Value ($000) $1,094 Shares 20,525 Est. Cost $51.76 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $1,061 Shares 8,965 Est. Cost $80.41 Unrealized +17.8%
PSX Phillips 66 0.1%
Value ($000) $1,054 Shares 13,109 Est. Cost $40.44 Unrealized +34.0%
ILMN Illumina 0.1%
Value ($000) $1,042 Shares 5,835 Est. Cost $73.89 Unrealized +101.9%
VV Vanguard Large Cap 0.1%
Value ($000) $1,033 Shares 11,477 Est. Cost $73.80 Unrealized
UNFI United Natural Foods Co 0.1%
Value ($000) $1,022 Shares 15,705 Est. Cost $51.91 Unrealized +28.8%
Kinder Morgan 0.1%
Value ($000) $1,017 Shares 28,052 Est. Cost $37.96 Unrealized
The Fresh Market Inc 0.1%
Value ($000) $1,016 Shares 30,350 Est. Cost $33.59 Unrealized
Pall 0.1%
Value ($000) $1,016 Shares 11,900 Est. Cost $66.44 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $1,015 Shares 8,575 Est. Cost $73.34 Unrealized +13.7%
GPC Genuine Parts Co 0.1%
Value ($000) $994 Shares 11,316 Est. Cost $54.12 Unrealized +13.9%
VXF Vanguard Extended Market 0.1%
Value ($000) $991 Shares 11,293 Est. Cost $69.85 Unrealized
DE Deere & Co 0.1%
Value ($000) $982 Shares 10,845 Est. Cost $68.04 Unrealized +8.9%
V Visa Inc Class A 0.1%
Value ($000) $968 Shares 4,595 Est. Cost $40.95 Unrealized +17.6%
STWD Starwood Property Trust 0.1%
Value ($000) $945 Shares 39,740 Est. Cost $24.69 Unrealized
Northeast Utilities 0.1%
Value ($000) $928 Shares 19,623 Est. Cost $42.02 Unrealized
Forest Labs Inc Com 0.1%
Value ($000) $880 Shares 8,890 Est. Cost $40.94 Unrealized
IVE iShares S&P 500 Value Index Fu 0.1%
Value ($000) $867 Shares 9,600 Est. Cost $75.73 Unrealized
WPP Plc 0.1%
Value ($000) $857 Shares 7,865 Est. Cost $101.31 Unrealized
Comcast Corp CL A Spl 0.1%
Value ($000) $848 Shares 15,900 Est. Cost $39.69 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $839 Shares 10,955 Est. Cost $67.91 Unrealized
Glaxo Smithkline Plc Spons ADR 0.1%
Value ($000) $836 Shares 15,630 Est. Cost $49.99 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $835 Shares 7,265 Est. Cost $90.21 Unrealized
Kraft Foods Group 0.1%
Value ($000) $827 Shares 13,801 Est. Cost $56.09 Unrealized
Eaton Corp 0.1%
Value ($000) $796 Shares 10,314 Est. Cost $73.44 Unrealized
SCL Stepan Company 0.1%
Value ($000) $788 Shares 14,906 Est. Cost $56.93 Unrealized -1.4%
IWM iShares Russell 2000 Index Fun 0.1%
Value ($000) $784 Shares 6,596 Est. Cost $96.97 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $769 Shares 7,492 Est. Cost $58.51 Unrealized +13.1%
HAL Halliburton Co 0.1%
Value ($000) $763 Shares 10,744 Est. Cost $34.47 Unrealized +49.3%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $760 Shares 4 Est. Cost $165023.42 Unrealized +15.0%
SWK Stanley Black & Decker 0.1%
Value ($000) $751 Shares 8,553 Est. Cost $57.61 Unrealized +10.2%
Kinder Morgan Management LLC 0.1%
Value ($000) $738 Shares 9,347 Est. Cost $79.32 Unrealized
BP BP PLC 0.1%
Value ($000) $737 Shares 13,963 Est. Cost $41.73 Unrealized
Atwood Oceanics Inc 0.1%
Value ($000) $723 Shares 13,780 Est. Cost $50.53 Unrealized
NUE Nucor Corp. 0.1%
Value ($000) $720 Shares 14,625 Est. Cost $32.44 Unrealized +19.1%
IDXX Idexx Labs Inc 0.1%
Value ($000) $719 Shares 5,386 Est. Cost $44.11 Unrealized +44.1%
IWO iShares Russell 2000 Grow 0.1%
Value ($000) $685 Shares 4,950 Est. Cost $111.52 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $666 Shares 10,705 Est. Cost $42.21 Unrealized +13.8%
Raytheon 0.1%
Value ($000) $665 Shares 7,211 Est. Cost $66.12 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $652 Shares 6,933 Est. Cost $64.02 Unrealized +10.1%
TE Connectivity 0.1%
Value ($000) $649 Shares 10,495 Est. Cost $61.84 Unrealized
Vodafone Group PLC (new) 0.1%
Value ($000) $639 Shares 19,136 Est. Cost $36.81 Unrealized
STT State Street 0.1%
Value ($000) $627 Shares 9,317 Est. Cost $44.60 Unrealized +7.4%
Netapp 0.1%
Value ($000) $624 Shares 17,075 Est. Cost $37.79 Unrealized
WM Waste Management 0.1%
Value ($000) $619 Shares 13,834 Est. Cost $31.03 Unrealized +10.6%
Total S A Sponsored ADR 0.1%
Value ($000) $617 Shares 8,548 Est. Cost $48.67 Unrealized
Cellular Dynamics Internationa 0.1%
Value ($000) $612 Shares 41,980 Est. Cost $15.35 Unrealized
Whole Foods Mkt Inc 0.1%
Value ($000) $606 Shares 15,700 Est. Cost $51.21 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $596 Shares 12,040 Est. Cost $8.62 Unrealized +5.7%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $585 Shares 7,823 Est. Cost $68.93 Unrealized
GRMN Garmin Ltd 0.1%
Value ($000) $555 Shares 9,115 Est. Cost $40.52 Unrealized 0.0%
E M C Corp 0.1%
Value ($000) $544 Shares 20,668 Est. Cost $23.81 Unrealized
VO Vanguard Mid-Cap 0.1%
Value ($000) $541 Shares 4,557 Est. Cost $95.24 Unrealized
LNC Lincoln Natl Corp 0.1%
Value ($000) $529 Shares 10,276 Est. Cost $22.50 Unrealized +46.7%
DVN Devon Energy Corp 0.1%
Value ($000) $529 Shares 6,658 Est. Cost $37.08 Unrealized +32.2%
GNC 0.1%
Value ($000) $526 Shares 15,435 Est. Cost $47.84 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $521 Shares 13,900 Est. Cost $21.22 Unrealized +22.9%
Verifone Systems 0.1%
Value ($000) $508 Shares 13,825 Est. Cost $17.28 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $506 Shares 4,968 Est. Cost $82.61 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $504 Shares 4,306 Est. Cost $97.04 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $502 Shares 6,446 Est. Cost $69.54 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $484 Shares 6,445 Est. Cost $19.98 Unrealized +2.7%
PPG PPG Industries 0.1%
Value ($000) $483 Shares 2,296 Est. Cost $60.79 Unrealized +33.1%
Navios Maritime Partners 0.1%
Value ($000) $465 Shares 23,900 Est. Cost $14.47 Unrealized
BWA Borg Warner 0.1%
Value ($000) $463 Shares 7,100 Est. Cost $34.18 Unrealized +36.0%
MSA MSA Safety 0.1%
Value ($000) $460 Shares 8,000 Est. Cost $52.42 Unrealized +4.6%
XLI Industrial Select Sector Fund 0.1%
Value ($000) $449 Shares 8,300 Est. Cost $42.62 Unrealized
DOV Dover Corp 0.1%
Value ($000) $449 Shares 4,932 Est. Cost $39.99 Unrealized +42.0%
Bard 0.1%
Value ($000) $447 Shares 3,125 Est. Cost $108.99 Unrealized
Time Warner Inc 0.1%
Value ($000) $437 Shares 6,225 Est. Cost $58.19 Unrealized
Johnson Ctls. 0.1%
Value ($000) $434 Shares 8,694 Est. Cost $43.76 Unrealized
BAX Baxter Intl 0.1%
Value ($000) $417 Shares 5,765 Est. Cost $30.89 Unrealized +5.9%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $414 Shares 2,544 Est. Cost $129.72 Unrealized
PNC PNC Financial Services 0.1%
Value ($000) $409 Shares 4,590 Est. Cost $47.34 Unrealized +26.3%
Allscripts Healthcare Solution 0.0%
Value ($000) $389 Shares 24,225 Est. Cost $13.06 Unrealized
Nielsen Holdings B.V. 0.0%
Value ($000) $388 Shares 8,025 Est. Cost $44.61 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $386 Shares 6,577 Est. Cost $37.12 Unrealized +20.9%
COST Costco Companies Inc 0.0%
Value ($000) $383 Shares 3,325 Est. Cost $86.56 Unrealized +6.1%
Allegion Plc 0.0%
Value ($000) $376 Shares 6,633 Est. Cost $43.27 Unrealized
EXPD Expeditors Intl Wash 0.0%
Value ($000) $370 Shares 8,375 Est. Cost $31.69 Unrealized +16.6%
Unilever PLC ADR 0.0%
Value ($000) $370 Shares 8,170 Est. Cost $40.57 Unrealized
GM General Motors Corp 0.0%
Value ($000) $363 Shares 10,000 Est. Cost $23.62 Unrealized +11.3%
IJH iShares Core S&P Mid-Cap 0.0%
Value ($000) $324 Shares 2,266 Est. Cost $117.25 Unrealized
St. Jude Medical 0.0%
Value ($000) $315 Shares 4,550 Est. Cost $45.63 Unrealized
UGI UGI Corp 0.0%
Value ($000) $308 Shares 6,100 Est. Cost $26.32 Unrealized +20.2%
NYT New York Times 0.0%
Value ($000) $304 Shares 20,000 Est. Cost $8.72 Unrealized +60.1%
ACN Accenture Ltd. 0.0%
Value ($000) $303 Shares 3,742 Est. Cost $63.84 Unrealized +3.6%
HRB H R Block Inc 0.0%
Value ($000) $302 Shares 9,000 Est. Cost $18.18 Unrealized +7.3%
Syntel Inc. 0.0%
Value ($000) $285 Shares 3,320 Est. Cost $89.38 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $285 Shares 1,850 Est. Cost $96.63 Unrealized +14.6%
Coherent Inc 0.0%
Value ($000) $285 Shares 4,300 Est. Cost $55.12 Unrealized
SWKS Skyworks Solutions 0.0%
Value ($000) $284 Shares 6,050 Est. Cost $26.27 Unrealized +28.3%
DirectTV 0.0%
Value ($000) $284 Shares 3,339 Est. Cost $61.53 Unrealized
EQT Corp 0.0%
Value ($000) $283 Shares 2,650 Est. Cost $79.47 Unrealized
Wisconsin Energy Corp. 0.0%
Value ($000) $282 Shares 6,000 Est. Cost $47.00 Unrealized
BAC Bank of America 0.0%
Value ($000) $282 Shares 18,341 Est. Cost $11.49 Unrealized +6.5%
ICUI Icu Med Inc 0.0%
Value ($000) $274 Shares 4,500 Est. Cost $66.13 Unrealized -10.7%
IYW iShares Tr Dow Jones Tech Sec 0.0%
Value ($000) $271 Shares 2,800 Est. Cost $73.57 Unrealized
EWG iShares MSCI Germany Index Fun 0.0%
Value ($000) $268 Shares 8,563 Est. Cost $24.69 Unrealized
Mastercard Cl A 0.0%
Value ($000) $257 Shares 3,500 Est. Cost $139.89 Unrealized
FXI iShares FTSE China Large Cap E 0.0%
Value ($000) $255 Shares 6,875 Est. Cost $32.51 Unrealized
CHD Church & Dwight Inc. 0.0%
Value ($000) $249 Shares 3,555 Est. Cost $28.19 Unrealized +4.1%
Duke Energy Corp 0.0%
Value ($000) $247 Shares 3,324 Est. Cost $67.49 Unrealized
IVV iShares S&P 500 Index Fund 0.0%
Value ($000) $232 Shares 1,180 Est. Cost $169.14 Unrealized
CMCSA Comcast Corp CL A 0.0%
Value ($000) $231 Shares 4,305 Est. Cost $15.62 Unrealized +26.6%
CTSH Cognizant Corp 0.0%
Value ($000) $225 Shares 4,606 Est. Cost $42.34 Unrealized +2.1%
Cyberonics Inc 0.0%
Value ($000) $225 Shares 3,600 Est. Cost $65.56 Unrealized
SYY Sysco 0.0%
Value ($000) $223 Shares 5,950 Est. Cost $24.38 Unrealized +10.4%
Time Warner Cable 0.0%
Value ($000) $221 Shares 1,500 Est. Cost $135.33 Unrealized
QEP Resources 0.0%
Value ($000) $221 Shares 6,400 Est. Cost $34.53 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $218 Shares 4,250 Est. Cost $37.09 Unrealized +6.6%
America Movil S.A.B. DE C.V. 0.0%
Value ($000) $216 Shares 10,395 Est. Cost $21.75 Unrealized
Steris 0.0%
Value ($000) $214 Shares 4,000 Est. Cost $53.50 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $211 Shares 3,520 Est. Cost $59.94 Unrealized
Dun & Bradstreet Corp. 0.0%
Value ($000) $210 Shares 1,902 Est. Cost $110.41 Unrealized
IEUS iShares Developed Small Cap Ex 0.0%
Value ($000) $207 Shares 4,400 Est. Cost $46.59 Unrealized
Linear Technology Corp. 0.0%
Value ($000) $205 Shares 4,365 Est. Cost $48.80 Unrealized
FISV Fiserv 0.0%
Value ($000) $204 Shares 3,385 Est. Cost $29.64 Unrealized 0.0%
SAIC Science Applications Internati 0.0%
Value ($000) $202 Shares 4,585 Est. Cost $39.49 Unrealized 0.0%
SU Suncor Energy 0.0%
Value ($000) $200 Shares 4,700 Est. Cost $26.00 Unrealized 0.0%
CLNE Clean Energy Fuels Corp 0.0%
Value ($000) $135 Shares 11,550 Est. Cost $10.39 Unrealized -4.6%
Novabay Pharmaceuticals 0.0%
Value ($000) $14 Shares 17,500 Est. Cost $1.26 Unrealized
VSPC Viaspace Inc. 0.0%
Value ($000) $2 Shares 193,750 Est. Cost $0.01 Unrealized -21.0%
Hypertension Diagnostics Inc. 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.03 Unrealized