ALBION FINANCIAL GROUP /UT Diversified Active

CIK: 0001054677 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value ($000): $666,247 (100.0% shares, 0.0% debt)

Holdings (193)

Valspar Corporation 11.5%
Value ($000) $76,643 Shares 690,848 Est. Cost $64.67 Unrealized
General Electric Company 9.2%
Value ($000) $61,190 Shares 2,053,381 Est. Cost $23.79 Unrealized
VOO Vanguard S&P 500 6.7%
Value ($000) $44,754 Shares 206,861 Est. Cost $206.68 Unrealized
IWR iShares Russell Midcap 5.3%
Value ($000) $35,085 Shares 187,438 Est. Cost $184.09 Unrealized
VEU Vanguard FTSE All-World ex-US 2.9%
Value ($000) $19,533 Shares 408,374 Est. Cost $47.83 Unrealized
VWO Vanguard MSCI Emerging Markets 2.8%
Value ($000) $18,789 Shares 473,027 Est. Cost $37.05 Unrealized
XLF SPDR Financial Select 2.6%
Value ($000) $17,571 Shares 740,458 Est. Cost $23.35 Unrealized
IJR iShares Core S&P Small-Cap 2.6%
Value ($000) $17,434 Shares 252,085 Est. Cost $91.79 Unrealized
AAPL Apple Inc. 2.0%
Value ($000) $13,311 Shares 92,653 Est. Cost $24.23 Unrealized +25.6%
XLE SPDR Energy Sel Sectr 2.0%
Value ($000) $13,163 Shares 188,305 Est. Cost $74.12 Unrealized
MSFT Microsoft Corporation 1.7%
Value ($000) $11,423 Shares 173,441 Est. Cost $47.06 Unrealized +22.9%
META Facebook, Inc. cl A 1.7%
Value ($000) $11,209 Shares 78,907 Est. Cost $108.57 Unrealized +22.2%
JPM JPMorgan Chase & Co 1.7%
Value ($000) $11,056 Shares 125,859 Est. Cost $52.21 Unrealized +33.5%
VCSH Vanguard Short-Term Cor. Bond 1.6%
Value ($000) $10,768 Shares 135,044 Est. Cost $80.01 Unrealized
DIS Walt Disney Company 1.5%
Value ($000) $9,736 Shares 85,860 Est. Cost $57.22 Unrealized +80.0%
HD Home Depot Inc. 1.4%
Value ($000) $9,344 Shares 63,640 Est. Cost $57.02 Unrealized +100.6%
iShares MSCI Frontier 100 Fund 1.4%
Value ($000) $9,190 Shares 331,298 Est. Cost $27.74 Unrealized
SPY SPDR S&P 500 ETF Trust 1.4%
Value ($000) $9,177 Shares 38,927 Est. Cost $160.66 Unrealized
Celgene Corp. 1.3%
Value ($000) $8,960 Shares 72,010 Est. Cost $89.88 Unrealized
IBB iShares Nasdaq Biotech 1.3%
Value ($000) $8,730 Shares 29,769 Est. Cost $292.96 Unrealized
GOOGL Alphabet Inc. Class A 1.3%
Value ($000) $8,690 Shares 10,250 Est. Cost $33.84 Unrealized +23.3%
THO Thor Industries Inc. 1.3%
Value ($000) $8,566 Shares 89,104 Est. Cost $64.83 Unrealized +33.9%
V VISA Inc. 1.3%
Value ($000) $8,491 Shares 95,546 Est. Cost $59.11 Unrealized +36.9%
KEY KeyCorp 1.3%
Value ($000) $8,389 Shares 471,850 Est. Cost $8.61 Unrealized +45.1%
BRK/B Berkshire Hathaway CL B 1.2%
Value ($000) $8,290 Shares 49,734 Est. Cost $146.25 Unrealized +14.4%
Real Estate Select Sector SPDR 1.2%
Value ($000) $8,076 Shares 255,563 Est. Cost $31.16 Unrealized
Allergan Plc 1.2%
Value ($000) $7,884 Shares 32,998 Est. Cost $292.23 Unrealized
AMZN Amazon.com Inc. 1.1%
Value ($000) $7,154 Shares 8,070 Est. Cost $38.31 Unrealized +8.8%
FISV Fiserv Inc. 0.9%
Value ($000) $6,121 Shares 53,081 Est. Cost $43.64 Unrealized +28.6%
CSCO Cisco Systems Inc. 0.9%
Value ($000) $6,018 Shares 178,062 Est. Cost $19.52 Unrealized +26.7%
KMB Kimberly-Clark Corp. 0.7%
Value ($000) $4,879 Shares 37,068 Est. Cost $73.22 Unrealized +26.5%
TOTL SPDR Doubleline Total Return T 0.7%
Value ($000) $4,793 Shares 98,070 Est. Cost $49.33 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $4,674 Shares 37,434 Est. Cost $84.48 Unrealized +8.8%
CLX Clorox Company 0.7%
Value ($000) $4,586 Shares 34,014 Est. Cost $61.31 Unrealized +63.9%
MRK Merck & Co. Inc. 0.6%
Value ($000) $4,310 Shares 67,837 Est. Cost $39.52 Unrealized +16.5%
KHC Kraft Heinz Company 0.6%
Value ($000) $4,192 Shares 46,163 Est. Cost $47.99 Unrealized +24.9%
MCD McDonald's Corp. 0.6%
Value ($000) $4,071 Shares 31,408 Est. Cost $94.82 Unrealized +7.3%
LMT Lockheed Martin Corp. 0.5%
Value ($000) $3,571 Shares 13,344 Est. Cost $171.66 Unrealized +20.5%
IP International Paper Co. 0.5%
Value ($000) $3,384 Shares 66,635 Est. Cost $28.12 Unrealized +21.5%
ED Consolidated Edison, Inc. 0.5%
Value ($000) $3,381 Shares 43,534 Est. Cost $38.58 Unrealized +41.7%
XOM Exxon Mobil Corporation 0.5%
Value ($000) $3,130 Shares 38,169 Est. Cost $53.79 Unrealized +4.3%
IJH iShares Core S&P Mid-Cap 0.5%
Value ($000) $3,101 Shares 18,114 Est. Cost $138.44 Unrealized
VZ Verizon Communications, Inc. 0.4%
Value ($000) $2,906 Shares 59,612 Est. Cost $27.46 Unrealized +14.5%
SCHM Schwab US Mid Cap 0.4%
Value ($000) $2,870 Shares 60,632 Est. Cost $40.01 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,840 Shares 22,802 Est. Cost $85.87 Unrealized +8.8%
HAS Hasbro Inc. 0.4%
Value ($000) $2,755 Shares 27,602 Est. Cost $47.27 Unrealized +44.5%
DGRW Wisdom Tree US Div Growth Fund 0.4%
Value ($000) $2,729 Shares 76,928 Est. Cost $31.18 Unrealized
Pshrs FTSE RAFI 1500 Sm Mid 0.4%
Value ($000) $2,674 Shares 22,965 Est. Cost $100.84 Unrealized
UNP Union Pacific Corp. 0.4%
Value ($000) $2,640 Shares 24,923 Est. Cost $73.52 Unrealized +19.2%
LEG Leggett & Platt Inc. 0.4%
Value ($000) $2,547 Shares 50,620 Est. Cost $40.53 Unrealized +20.5%
QCOM Qualcomm Inc. 0.3%
Value ($000) $2,266 Shares 39,513 Est. Cost $43.77 Unrealized +4.0%
Total SA ADR 0.3%
Value ($000) $2,200 Shares 43,630 Est. Cost $51.20 Unrealized
T AT&T Inc. 0.3%
Value ($000) $2,185 Shares 52,598 Est. Cost $16.47 Unrealized +1.6%
INTC Intel Corporation 0.3%
Value ($000) $2,132 Shares 59,119 Est. Cost $26.64 Unrealized +11.4%
Royal Dutch Shell B 0.3%
Value ($000) $2,079 Shares 37,237 Est. Cost $57.67 Unrealized
DLR Digital Realty Trust Inc 0.3%
Value ($000) $2,037 Shares 19,146 Est. Cost $50.06 Unrealized +54.3%
SCHG Schwab US Large Cap Growth ETF 0.3%
Value ($000) $2,028 Shares 33,533 Est. Cost $55.58 Unrealized
DFEOX DFA US Core Equity 0.3%
Value ($000) $1,974 Shares 97,754 Est. Cost $17.45 Unrealized
GIS General Mills Inc. 0.3%
Value ($000) $1,963 Shares 33,271 Est. Cost $39.01 Unrealized +14.4%
ONEQ Fidelity Nasdaq Composite Inde 0.3%
Value ($000) $1,884 Shares 8,076 Est. Cost $184.11 Unrealized
IUSG iShares Core Russell U.S. Grow 0.2%
Value ($000) $1,648 Shares 35,525 Est. Cost $42.56 Unrealized
Westar Energy Inc 0.2%
Value ($000) $1,612 Shares 29,695 Est. Cost $38.18 Unrealized
iShares Core Dividend Growth 0.2%
Value ($000) $1,584 Shares 52,004 Est. Cost $25.85 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $1,553 Shares 29,916 Est. Cost $30.67 Unrealized +37.1%
VanEck Vectors Biotech ETF 0.2%
Value ($000) $1,529 Shares 12,844 Est. Cost $103.32 Unrealized
Guggenheim Timber 0.2%
Value ($000) $1,501 Shares 57,000 Est. Cost $25.22 Unrealized
FBNDX Fidelity Investment Grade 0.2%
Value ($000) $1,497 Shares 191,199 Est. Cost $7.77 Unrealized
VFIDX Vanguard Intermediate-Term Inv 0.2%
Value ($000) $1,478 Shares 152,361 Est. Cost $9.74 Unrealized
EWH iShares MSCI Hong Kong 0.2%
Value ($000) $1,435 Shares 64,496 Est. Cost $18.32 Unrealized
Guggenheim S&P 500 Equal Weigh 0.2%
Value ($000) $1,431 Shares 11,846 Est. Cost $90.27 Unrealized
Accelerate Diagnostics, Inc. 0.2%
Value ($000) $1,410 Shares 58,278 Est. Cost $22.35 Unrealized
BMY Bristol-Myers Squibb Co. 0.2%
Value ($000) $1,329 Shares 24,448 Est. Cost $40.52 Unrealized -1.5%
WFC Wells Fargo & Co 0.2%
Value ($000) $1,308 Shares 23,500 Est. Cost $27.96 Unrealized +58.7%
PowerShares QQQ Trust Sr 1 0.2%
Value ($000) $1,305 Shares 9,857 Est. Cost $93.92 Unrealized
TJX TJX Companies Inc. 0.2%
Value ($000) $1,192 Shares 15,070 Est. Cost $21.53 Unrealized +58.0%
DFEQX DFA Short Term Extended Qualit 0.2%
Value ($000) $1,181 Shares 109,369 Est. Cost $10.82 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,125 Shares 5,878 Est. Cost $65.88 Unrealized +72.5%
DFIEX DFA International Core Equity 0.2%
Value ($000) $1,119 Shares 89,360 Est. Cost $12.58 Unrealized
MDT Medtronic Plc 0.2%
Value ($000) $1,110 Shares 13,781 Est. Cost $53.02 Unrealized +17.6%
Coherent Inc. 0.2%
Value ($000) $1,071 Shares 5,206 Est. Cost $127.88 Unrealized
VASVX Vanguard Selected Value Fund 0.2%
Value ($000) $1,050 Shares 34,504 Est. Cost $27.37 Unrealized
EWC iShares MSCI Canada 0.2%
Value ($000) $1,048 Shares 39,000 Est. Cost $26.15 Unrealized
FLPSX Fidelity Low Price Stock AD 0.2%
Value ($000) $1,044 Shares 20,232 Est. Cost $47.67 Unrealized
CHKP Check Point Software 0.2%
Value ($000) $1,037 Shares 10,103 Est. Cost $56.57 Unrealized +73.3%
ADBE Adobe Systems Inc. 0.2%
Value ($000) $1,034 Shares 7,947 Est. Cost $75.36 Unrealized +55.7%
AEP American Electric Power 0.2%
Value ($000) $1,028 Shares 15,310 Est. Cost $48.31 Unrealized -1.9%
KO Coca-Cola Company 0.1%
Value ($000) $983 Shares 23,154 Est. Cost $27.82 Unrealized +13.3%
Wisdomtree Emerging Markets Sm 0.1%
Value ($000) $969 Shares 21,595 Est. Cost $46.07 Unrealized
EWS iShares MSCI Singapore 0.1%
Value ($000) $964 Shares 42,270 Est. Cost $19.92 Unrealized
DFTEX DFA Intermediate Term Extended 0.1%
Value ($000) $952 Shares 89,531 Est. Cost $10.63 Unrealized
FCNTX Fidelity Contrafund 0.1%
Value ($000) $946 Shares 8,782 Est. Cost $94.33 Unrealized
VWNFX Vanguard Windsor II Fund 0.1%
Value ($000) $945 Shares 25,668 Est. Cost $35.34 Unrealized
SBUX Starbucks Corporation 0.1%
Value ($000) $943 Shares 16,157 Est. Cost $33.05 Unrealized +41.6%
OAKMX Oakmark Fund 0.1%
Value ($000) $940 Shares 12,457 Est. Cost $60.51 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $935 Shares 10,605 Est. Cost $78.12 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $919 Shares 26,862 Est. Cost $17.47 Unrealized +22.5%
PG Procter & Gamble Co. 0.1%
Value ($000) $884 Shares 9,838 Est. Cost $64.93 Unrealized +7.9%
EWA iShares MSCI Australia Index F 0.1%
Value ($000) $874 Shares 38,670 Est. Cost $22.59 Unrealized
Guggenheim S&P Midcap 400 Pure 0.1%
Value ($000) $830 Shares 6,121 Est. Cost $124.47 Unrealized
Dow Chemical Company 0.1%
Value ($000) $823 Shares 12,947 Est. Cost $61.77 Unrealized
Realpage Inc. 0.1%
Value ($000) $791 Shares 22,677 Est. Cost $28.50 Unrealized
TIAA-CREF Institutional Large 0.1%
Value ($000) $788 Shares 32,058 Est. Cost $17.35 Unrealized
DFFVX DFA US Targeted Value Fund 0.1%
Value ($000) $774 Shares 32,217 Est. Cost $23.13 Unrealized
VUG Vanguard Index Funds Vanguard 0.1%
Value ($000) $757 Shares 6,219 Est. Cost $112.18 Unrealized
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $709 Shares 2,548 Est. Cost $13.95 Unrealized +21.3%
Heska Corporation 0.1%
Value ($000) $666 Shares 6,341 Est. Cost $81.51 Unrealized
VMCIX Vanguard Mid Capitalization In 0.1%
Value ($000) $641 Shares 16,825 Est. Cost $28.29 Unrealized
VFSUX Vanguard Short-Term Investment 0.1%
Value ($000) $641 Shares 60,176 Est. Cost $10.77 Unrealized
AMAT Applied Materials Inc. 0.1%
Value ($000) $638 Shares 16,401 Est. Cost $32.54 Unrealized 0.0%
CE Celanese Corp. 0.1%
Value ($000) $638 Shares 7,099 Est. Cost $37.68 Unrealized +95.4%
ESNT Essent Group LTD 0.1%
Value ($000) $563 Shares 15,559 Est. Cost $31.06 Unrealized 0.0%
OAKIX Oakmark International Fund 0.1%
Value ($000) $547 Shares 22,011 Est. Cost $23.27 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $546 Shares 6,662 Est. Cost $44.49 Unrealized +24.3%
FIGRX Fidelity International Discove 0.1%
Value ($000) $543 Shares 13,703 Est. Cost $39.63 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $530 Shares 12,371 Est. Cost $34.36 Unrealized 0.0%
FCPGX Fidelity Small Cap Growth 0.1%
Value ($000) $529 Shares 23,656 Est. Cost $18.13 Unrealized
TSCO Tractor Supply Co. 0.1%
Value ($000) $524 Shares 7,600 Est. Cost $10.14 Unrealized +25.0%
SCHW Charles Schwab Corp 0.1%
Value ($000) $523 Shares 12,810 Est. Cost $15.92 Unrealized +131.3%
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $522 Shares 629 Est. Cost $32.34 Unrealized +25.9%
MO Altria Group Inc 0.1%
Value ($000) $521 Shares 7,300 Est. Cost $17.84 Unrealized +116.1%
DFSHX DFA Selectively Hedged Global 0.1%
Value ($000) $520 Shares 54,362 Est. Cost $9.79 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $519 Shares 21,981 Est. Cost $12.07 Unrealized +60.6%
VSMAX Vaguard Small-Cap Index 0.1%
Value ($000) $518 Shares 8,107 Est. Cost $55.98 Unrealized
IBM IBM Corp 0.1%
Value ($000) $501 Shares 2,876 Est. Cost $114.39 Unrealized 0.0%
LCII LCI Industries 0.1%
Value ($000) $496 Shares 4,967 Est. Cost $81.42 Unrealized 0.0%
FCNKX Fidelity Contrafund Cl K 0.1%
Value ($000) $478 Shares 4,444 Est. Cost $97.70 Unrealized
Inphi Corporation 0.1%
Value ($000) $470 Shares 9,623 Est. Cost $45.60 Unrealized
HXL Hexcel Corporation 0.1%
Value ($000) $469 Shares 8,597 Est. Cost $52.61 Unrealized 0.0%
ORCL Oracle Corporation 0.1%
Value ($000) $468 Shares 10,500 Est. Cost $27.85 Unrealized +31.0%
RPM RPM International, Inc. 0.1%
Value ($000) $467 Shares 8,488 Est. Cost $52.71 Unrealized +1.2%
EQIX Equinix Inc 0.1%
Value ($000) $466 Shares 1,163 Est. Cost $320.31 Unrealized 0.0%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $459 Shares 6,756 Est. Cost $41.41 Unrealized +22.4%
SNY Sanofi ADS 0.1%
Value ($000) $458 Shares 10,128 Est. Cost $48.12 Unrealized
PYPL Paypal Holdings Inc. 0.1%
Value ($000) $453 Shares 10,537 Est. Cost $39.45 Unrealized +5.8%
MAT Mattel Inc. 0.1%
Value ($000) $440 Shares 17,195 Est. Cost $26.78 Unrealized 0.0%
MDLZ Mondelez International Inc 0.1%
Value ($000) $436 Shares 10,121 Est. Cost $23.39 Unrealized +53.4%
MIDD Middleby Corp 0.1%
Value ($000) $428 Shares 3,139 Est. Cost $135.96 Unrealized 0.0%
Stericycle Inc. 0.1%
Value ($000) $424 Shares 5,117 Est. Cost $110.42 Unrealized
Senior Housing Prop Trust 0.1%
Value ($000) $424 Shares 20,952 Est. Cost $23.23 Unrealized
TIAA-CREF Insti Mid Cap Growth 0.1%
Value ($000) $410 Shares 19,268 Est. Cost $21.91 Unrealized
DuPont de Nemours & Co. 0.1%
Value ($000) $410 Shares 5,105 Est. Cost $57.12 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $394 Shares 2,994 Est. Cost $115.83 Unrealized
PEP PepsiCo, Inc. 0.1%
Value ($000) $384 Shares 3,430 Est. Cost $58.21 Unrealized +40.7%
Libbey Inc. 0.1%
Value ($000) $372 Shares 25,492 Est. Cost $24.11 Unrealized
HQY Healthequity Inc. 0.1%
Value ($000) $364 Shares 8,574 Est. Cost $44.25 Unrealized 0.0%
DODGX Dodge Cox Stock Fund 0.1%
Value ($000) $363 Shares 1,913 Est. Cost $142.98 Unrealized
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $330 Shares 3,221 Est. Cost $74.09 Unrealized +13.9%
NFLX Netflix Inc 0.0%
Value ($000) $327 Shares 2,215 Est. Cost $9.61 Unrealized +46.0%
AIVL Wisdom Div Ex-Financials Fd 0.0%
Value ($000) $327 Shares 3,960 Est. Cost $74.32 Unrealized
CAG ConAgra Foods, Inc. 0.0%
Value ($000) $325 Shares 8,060 Est. Cost $17.69 Unrealized +63.0%
Dreyfus Bond Market INdex Fund 0.0%
Value ($000) $325 Shares 31,638 Est. Cost $10.27 Unrealized
DVY iShares Select Dividend 0.0%
Value ($000) $314 Shares 3,445 Est. Cost $64.70 Unrealized
VIG Vanguard Div Appreciation 0.0%
Value ($000) $301 Shares 3,346 Est. Cost $74.51 Unrealized
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $300 Shares 2,950 Est. Cost $101.69 Unrealized
NSP Insperity Inc. 0.0%
Value ($000) $292 Shares 3,298 Est. Cost $31.98 Unrealized 0.0%
SWTSX Schwab Total Stock Market Inde 0.0%
Value ($000) $288 Shares 6,858 Est. Cost $41.99 Unrealized
MEIAX MFS Value Fund CL A 0.0%
Value ($000) $283 Shares 7,513 Est. Cost $34.06 Unrealized
BA Boeing Company 0.0%
Value ($000) $282 Shares 1,597 Est. Cost $158.76 Unrealized 0.0%
FDGKX Fidelity Dividend Growth Fund: 0.0%
Value ($000) $280 Shares 8,284 Est. Cost $30.81 Unrealized
Blackrock Inc. 0.0%
Value ($000) $279 Shares 727 Est. Cost $320.99 Unrealized
Seagate Technology Plc 0.0%
Value ($000) $275 Shares 5,990 Est. Cost $45.91 Unrealized
TIBCX Thornburg Invst Income Builder 0.0%
Value ($000) $269 Shares 13,107 Est. Cost $20.52 Unrealized
CPB Campbell Soup Company 0.0%
Value ($000) $266 Shares 4,650 Est. Cost $30.98 Unrealized +46.1%
Berkshire Hathaway Inc. Class 0.0%
Value ($000) $250 Shares 100 Est. Cost $2440.00 Unrealized
VDIGX Vanguard Specialized Dividend 0.0%
Value ($000) $247 Shares 10,022 Est. Cost $22.05 Unrealized
L Brands, Inc. 0.0%
Value ($000) $247 Shares 5,236 Est. Cost $52.07 Unrealized
HUN Huntsman Corp. 0.0%
Value ($000) $245 Shares 10,000 Est. Cost $11.85 Unrealized +81.5%
Restricted Organovo Holdings I 0.0%
Value ($000) $243 Shares 76,483 Est. Cost $3.78 Unrealized
FLPKX Fidelity Low Price Stock Fund 0.0%
Value ($000) $235 Shares 4,562 Est. Cost $48.78 Unrealized
Vectren Corporation 0.0%
Value ($000) $234 Shares 4,000 Est. Cost $50.50 Unrealized
Monsanto Co 0.0%
Value ($000) $233 Shares 2,055 Est. Cost $103.76 Unrealized
LMAT Lemaitre Vascular Inc. 0.0%
Value ($000) $230 Shares 9,356 Est. Cost $21.55 Unrealized 0.0%
FDIKX Fidelity Diversified Internati 0.0%
Value ($000) $226 Shares 6,305 Est. Cost $35.29 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $223 Shares 1,328 Est. Cost $136.95 Unrealized +4.3%
DFEMX DFA Emerging Markets 0.0%
Value ($000) $212 Shares 8,250 Est. Cost $25.70 Unrealized
DFGEX DFA Global Real Estate Securit 0.0%
Value ($000) $207 Shares 19,566 Est. Cost $9.94 Unrealized
WGL Holdings Inc. 0.0%
Value ($000) $206 Shares 2,500 Est. Cost $82.40 Unrealized
PSX Phillips 66 0.0%
Value ($000) $204 Shares 2,571 Est. Cost $59.08 Unrealized -3.1%
ABBV AbbVie Inc. 0.0%
Value ($000) $204 Shares 3,134 Est. Cost $43.92 Unrealized -1.0%
MWTRX Metropolitan West Total Return 0.0%
Value ($000) $202 Shares 19,153 Est. Cost $11.02 Unrealized
Nuveen Arizona Mun Bond Fund C 0.0%
Value ($000) $192 Shares 18,056 Est. Cost $10.63 Unrealized
FKITX Franklin Fed Interm T/F A 0.0%
Value ($000) $170 Shares 14,072 Est. Cost $12.08 Unrealized
Target Mortgage Backed Securit 0.0%
Value ($000) $157 Shares 14,185 Est. Cost $11.07 Unrealized
Tax Free Fund For Utah Class A 0.0%
Value ($000) $149 Shares 14,512 Est. Cost $10.29 Unrealized
FTHRX Fid Intermediate Bond Fund 0.0%
Value ($000) $129 Shares 11,909 Est. Cost $11.06 Unrealized
PTTRX PIMCO Total Return Instl 0.0%
Value ($000) $125 Shares 12,318 Est. Cost $10.78 Unrealized
TISIX TIAA-CREF Institutional Short 0.0%
Value ($000) $119 Shares 11,524 Est. Cost $10.41 Unrealized
Putnam Arizona Tax Exempt Inco 0.0%
Value ($000) $95 Shares 10,554 Est. Cost $9.10 Unrealized
Digirad Corporation 0.0%
Value ($000) $69 Shares 13,100 Est. Cost $3.66 Unrealized
Personal Mini Storage St Cloud 0.0%
Value ($000) $57 Shares 10,000 Est. Cost $5.00 Unrealized
AXGC Axis Energy Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.02 Unrealized -86.8%
Sungold Int Holdings Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Oliex Inc. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized