Bragg Financial Advisors, Inc Diversified Active

CIK: 0001327055 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 10, 2016

Total Value ($000): $466,489 (100.0% shares, 0.0% debt)

Holdings (235)

MSFT MICROSOFT CORP 1.8%
Value ($000) $8,282 Shares 149,286 Est. Cost $27.98 Unrealized +64.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,786 Shares 66,064 Est. Cost $61.75 Unrealized +23.0%
MCD MCDONALDS CORP 1.4%
Value ($000) $6,698 Shares 56,697 Est. Cost $72.07 Unrealized +21.0%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $6,660 Shares 43,219 Est. Cost $81.67 Unrealized +51.2%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,438 Shares 81,078 Est. Cost $55.44 Unrealized +4.5%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $6,120 Shares 78,516 Est. Cost $53.73 Unrealized -4.4%
AMGN AMGEN INC 1.3%
Value ($000) $6,114 Shares 37,665 Est. Cost $77.59 Unrealized +50.1%
INTC INTEL CORP 1.3%
Value ($000) $6,114 Shares 177,470 Est. Cost $18.35 Unrealized +45.2%
ORCL ORACLE CORP 1.3%
Value ($000) $6,111 Shares 167,274 Est. Cost $28.48 Unrealized +15.2%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $6,007 Shares 87,329 Est. Cost $29.98 Unrealized +55.8%
CSCO CISCO SYS INC 1.2%
Value ($000) $5,708 Shares 210,219 Est. Cost $16.05 Unrealized +25.6%
SO SOUTHERN CO 1.2%
Value ($000) $5,501 Shares 117,566 Est. Cost $27.08 Unrealized +9.4%
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $5,430 Shares 99,893 Est. Cost $29.72 Unrealized +37.4%
VOE VANGUARD INDEX FDS 1.1%
Value ($000) $5,235 Shares 60,906 Est. Cost $78.83 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $5,121 Shares 48,655 Est. Cost $21.39 Unrealized +20.3%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $5,067 Shares 95,934 Est. Cost $30.96 Unrealized +18.7%
HD HOME DEPOT INC 1.1%
Value ($000) $5,019 Shares 37,950 Est. Cost $59.69 Unrealized +67.5%
VBK VANGUARD INDEX FDS 1.1%
Value ($000) $5,015 Shares 41,294 Est. Cost $108.08 Unrealized
TROW PRICE T ROWE GROUP INC 1.1%
Value ($000) $4,915 Shares 68,750 Est. Cost $48.39 Unrealized +5.1%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $4,859 Shares 35,308 Est. Cost $115.34 Unrealized -24.1%
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $4,824 Shares 50,218 Est. Cost $94.16 Unrealized
TJX TJX COS INC NEW 1.0%
Value ($000) $4,773 Shares 67,307 Est. Cost $22.15 Unrealized +39.5%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $4,750 Shares 68,293 Est. Cost $60.65 Unrealized +3.7%
TWENTY FIRST CENTY FOX INC 1.0%
Value ($000) $4,549 Shares 167,483 Est. Cost $33.00 Unrealized
TXN TEXAS INSTRS INC 1.0%
Value ($000) $4,508 Shares 82,250 Est. Cost $27.53 Unrealized +53.6%
DHR DANAHER CORP DEL 1.0%
Value ($000) $4,450 Shares 47,911 Est. Cost $26.20 Unrealized +45.9%
AMP AMERIPRISE FINL INC 1.0%
Value ($000) $4,436 Shares 41,685 Est. Cost $82.67 Unrealized +9.1%
PFE PFIZER INC 0.9%
Value ($000) $4,423 Shares 137,015 Est. Cost $16.97 Unrealized +20.1%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $4,368 Shares 48,553 Est. Cost $69.80 Unrealized -16.3%
VOT VANGUARD INDEX FDS 0.9%
Value ($000) $4,365 Shares 43,774 Est. Cost $87.61 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $4,299 Shares 93,011 Est. Cost $27.14 Unrealized -0.8%
T AT&T INC 0.9%
Value ($000) $4,282 Shares 124,430 Est. Cost $11.58 Unrealized +7.4%
DOW CHEM CO 0.9%
Value ($000) $4,248 Shares 82,522 Est. Cost $35.59 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $4,209 Shares 5,546 Est. Cost $35.61 Unrealized 0.0%
E M C CORP MASS 0.9%
Value ($000) $4,207 Shares 163,817 Est. Cost $23.98 Unrealized
STERIS CORP 0.9%
Value ($000) $4,200 Shares 55,747 Est. Cost $46.86 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $4,172 Shares 41,758 Est. Cost $58.22 Unrealized +26.2%
CHUBB CORP 0.9%
Value ($000) $4,163 Shares 31,388 Est. Cost $89.53 Unrealized
GLW CORNING INC 0.9%
Value ($000) $4,081 Shares 223,258 Est. Cost $11.45 Unrealized +21.0%
GENERAL ELECTRIC CO 0.9%
Value ($000) $4,043 Shares 129,780 Est. Cost $23.92 Unrealized
FLO FLOWERS FOODS INC 0.9%
Value ($000) $4,020 Shares 187,052 Est. Cost $14.47 Unrealized +13.3%
DST SYS INC DEL 0.9%
Value ($000) $3,981 Shares 34,900 Est. Cost $71.16 Unrealized
RLI RLI CORP 0.8%
Value ($000) $3,962 Shares 64,155 Est. Cost $13.44 Unrealized +54.8%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $3,953 Shares 30,381 Est. Cost $65.97 Unrealized +48.5%
BARD C R INC 0.8%
Value ($000) $3,925 Shares 20,719 Est. Cost $115.31 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $3,868 Shares 45,995 Est. Cost $83.15 Unrealized
BK BANK NEW YORK MELLON CORP 0.8%
Value ($000) $3,778 Shares 91,658 Est. Cost $23.63 Unrealized +37.4%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,708 Shares 31,523 Est. Cost $69.83 Unrealized +42.2%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $3,650 Shares 114,787 Est. Cost $18.21 Unrealized +28.6%
LOW LOWES COS INC 0.8%
Value ($000) $3,572 Shares 46,976 Est. Cost $33.40 Unrealized +84.8%
SUB ISHARES TR 0.7%
Value ($000) $3,490 Shares 32,942 Est. Cost $105.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $3,485 Shares 44,124 Est. Cost $78.02 Unrealized
WMT WAL-MART STORES INC 0.7%
Value ($000) $3,425 Shares 55,877 Est. Cost $19.88 Unrealized -16.4%
MMM 3M CO 0.7%
Value ($000) $3,282 Shares 21,789 Est. Cost $62.62 Unrealized +47.1%
COP CONOCOPHILLIPS 0.7%
Value ($000) $3,114 Shares 66,685 Est. Cost $40.57 Unrealized -5.4%
TIP ISHARES TR 0.7%
Value ($000) $3,110 Shares 28,356 Est. Cost $111.96 Unrealized
VV VANGUARD INDEX FDS 0.7%
Value ($000) $3,038 Shares 32,489 Est. Cost $74.77 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $3,013 Shares 29,092 Est. Cost $57.77 Unrealized +28.6%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $3,005 Shares 45,107 Est. Cost $44.67 Unrealized +17.6%
HMN HORACE MANN EDUCATORS CORP N 0.6%
Value ($000) $2,993 Shares 90,215 Est. Cost $23.67 Unrealized +44.4%
ORBITAL ATK INC 0.6%
Value ($000) $2,951 Shares 33,029 Est. Cost $80.27 Unrealized
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2,896 Shares 51,317 Est. Cost $18.61 Unrealized +27.7%
SYNA SYNAPTICS INC 0.6%
Value ($000) $2,896 Shares 36,053 Est. Cost $41.04 Unrealized +106.9%
UNF UNIFIRST CORP MASS 0.6%
Value ($000) $2,795 Shares 26,824 Est. Cost $89.29 Unrealized +14.2%
TECH DATA CORP 0.6%
Value ($000) $2,708 Shares 40,792 Est. Cost $56.31 Unrealized
PIEDMONT NAT GAS INC 0.6%
Value ($000) $2,693 Shares 47,225 Est. Cost $34.41 Unrealized
USB US BANCORP DEL 0.6%
Value ($000) $2,684 Shares 62,891 Est. Cost $24.93 Unrealized +18.7%
SYMANTEC CORP 0.6%
Value ($000) $2,684 Shares 127,810 Est. Cost $22.05 Unrealized
GGG GRACO INC 0.6%
Value ($000) $2,651 Shares 36,780 Est. Cost $17.93 Unrealized +17.5%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,553 Shares 26,113 Est. Cost $53.70 Unrealized +35.2%
SNX SYNNEX CORP 0.5%
Value ($000) $2,545 Shares 28,299 Est. Cost $22.66 Unrealized +81.7%
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $2,511 Shares 35,512 Est. Cost $25.54 Unrealized +78.1%
BF/B BROWN FORMAN CORP 0.5%
Value ($000) $2,487 Shares 25,055 Est. Cost $22.68 Unrealized +53.6%
GOOGL ALPHABET INC 0.5%
Value ($000) $2,485 Shares 3,194 Est. Cost $36.73 Unrealized 0.0%
OSK OSHKOSH CORP 0.5%
Value ($000) $2,433 Shares 62,312 Est. Cost $32.60 Unrealized +6.4%
ACH OWENS & MINOR INC NEW 0.5%
Value ($000) $2,428 Shares 67,477 Est. Cost $27.87 Unrealized +13.7%
ABBV ABBVIE INC 0.5%
Value ($000) $2,352 Shares 39,697 Est. Cost $27.25 Unrealized +39.3%
PLANTRONICS INC NEW 0.5%
Value ($000) $2,341 Shares 49,361 Est. Cost $44.71 Unrealized
D DOMINION RES INC VA NEW 0.5%
Value ($000) $2,332 Shares 34,471 Est. Cost $38.79 Unrealized +15.0%
RJF RAYMOND JAMES FINANCIAL INC 0.5%
Value ($000) $2,288 Shares 39,464 Est. Cost $24.60 Unrealized +30.2%
SANDERSON FARMS INC 0.5%
Value ($000) $2,280 Shares 29,407 Est. Cost $75.91 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $2,272 Shares 50,595 Est. Cost $30.50 Unrealized +19.8%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,267 Shares 14,039 Est. Cost $116.29 Unrealized +14.2%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $2,177 Shares 22,045 Est. Cost $102.15 Unrealized
CATO CATO CORP NEW 0.5%
Value ($000) $2,174 Shares 59,043 Est. Cost $13.68 Unrealized +54.1%
TGT TARGET CORP 0.5%
Value ($000) $2,127 Shares 29,297 Est. Cost $48.18 Unrealized +14.7%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $2,094 Shares 26,258 Est. Cost $73.17 Unrealized
EXC EXELON CORP 0.4%
Value ($000) $2,093 Shares 75,369 Est. Cost $15.47 Unrealized -8.4%
VISTA OUTDOOR INC 0.4%
Value ($000) $2,092 Shares 46,992 Est. Cost $42.82 Unrealized
INGERSOLL-RAND PLC 0.4%
Value ($000) $2,080 Shares 37,622 Est. Cost $55.80 Unrealized
NJR NEW JERSEY RES 0.4%
Value ($000) $2,045 Shares 62,040 Est. Cost $18.49 Unrealized +18.6%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,985 Shares 27,807 Est. Cost $43.17 Unrealized +7.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,978 Shares 10 Est. Cost $175206.30 Unrealized +14.9%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,949 Shares 104,376 Est. Cost $12.96 Unrealized +19.0%
SYY SYSCO CORP 0.4%
Value ($000) $1,930 Shares 47,078 Est. Cost $25.43 Unrealized +23.8%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,929 Shares 25,075 Est. Cost $58.10 Unrealized +0.8%
ESSENDANT INC 0.4%
Value ($000) $1,904 Shares 58,556 Est. Cost $37.81 Unrealized
UGI UGI CORP NEW 0.4%
Value ($000) $1,863 Shares 55,178 Est. Cost $31.57 Unrealized +9.9%
HTH HILLTOP HOLDINGS INC 0.4%
Value ($000) $1,820 Shares 94,697 Est. Cost $15.35 Unrealized +35.8%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,759 Shares 17,386 Est. Cost $76.11 Unrealized -4.2%
BALL BALL CORP 0.4%
Value ($000) $1,756 Shares 24,141 Est. Cost $20.27 Unrealized +51.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,615 Shares 7,922 Est. Cost $55.25 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,572 Shares 31,444 Est. Cost $45.95 Unrealized -13.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,561 Shares 14,110 Est. Cost $95.39 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.3%
Value ($000) $1,553 Shares 28,976 Est. Cost $60.60 Unrealized -7.4%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,550 Shares 26,888 Est. Cost $33.33 Unrealized +21.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,531 Shares 11,595 Est. Cost $124.03 Unrealized +8.2%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,514 Shares 10,630 Est. Cost $47.62 Unrealized +149.2%
KO COCA COLA CO 0.3%
Value ($000) $1,419 Shares 33,042 Est. Cost $28.25 Unrealized +9.2%
VSH VISHAY INTERTECHNOLOGY INC 0.3%
Value ($000) $1,407 Shares 116,779 Est. Cost $10.90 Unrealized -14.7%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,395 Shares 11,000 Est. Cost $62.01 Unrealized +50.4%
DCO DUCOMMUN INC DEL 0.3%
Value ($000) $1,375 Shares 84,763 Est. Cost $21.00 Unrealized -12.8%
CSW CSW INDUSTRIALS INC 0.3%
Value ($000) $1,339 Shares 35,538 Est. Cost $34.83 Unrealized 0.0%
DAR DARLING INGREDIENTS INC 0.3%
Value ($000) $1,327 Shares 126,160 Est. Cost $18.47 Unrealized -43.6%
ENDURANCE SPECIALTY HLDGS LT 0.3%
Value ($000) $1,326 Shares 20,715 Est. Cost $53.43 Unrealized
GWW GRAINGER W W INC 0.3%
Value ($000) $1,322 Shares 6,524 Est. Cost $201.81 Unrealized -13.3%
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,317 Shares 21,679 Est. Cost $60.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,312 Shares 13,631 Est. Cost $63.97 Unrealized +10.4%
HURC HURCO COMPANIES INC 0.3%
Value ($000) $1,283 Shares 48,292 Est. Cost $27.40 Unrealized -2.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $1,259 Shares 10,075 Est. Cost $115.48 Unrealized
VXUS VANGUARD STAR FD 0.3%
Value ($000) $1,245 Shares 27,590 Est. Cost $46.30 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $1,204 Shares 13,100 Est. Cost $91.91 Unrealized
URBN URBAN OUTFITTERS INC 0.3%
Value ($000) $1,203 Shares 52,883 Est. Cost $25.83 Unrealized 0.0%
CBS CORP NEW 0.3%
Value ($000) $1,202 Shares 25,511 Est. Cost $48.87 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,198 Shares 8,725 Est. Cost $56.44 Unrealized +103.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,169 Shares 11,122 Est. Cost $61.26 Unrealized +66.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,166 Shares 16,710 Est. Cost $55.42 Unrealized +1.2%
UNP UNION PAC CORP 0.2%
Value ($000) $1,154 Shares 14,755 Est. Cost $74.33 Unrealized -8.1%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $1,151 Shares 18,081 Est. Cost $32.01 Unrealized +36.1%
ATRO ASTRONICS CORP 0.2%
Value ($000) $1,122 Shares 27,568 Est. Cost $28.00 Unrealized 0.0%
ATRION CORP 0.2%
Value ($000) $1,120 Shares 2,937 Est. Cost $222.36 Unrealized
PBH PRESTIGE BRANDS HLDGS INC 0.2%
Value ($000) $1,100 Shares 21,375 Est. Cost $28.78 Unrealized +72.6%
PSX PHILLIPS 66 0.2%
Value ($000) $1,077 Shares 13,163 Est. Cost $40.64 Unrealized +45.4%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,053 Shares 8,766 Est. Cost $108.23 Unrealized
RIO RIO TINTO PLC 0.2%
Value ($000) $1,052 Shares 36,130 Est. Cost $45.33 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1,045 Shares 12,276 Est. Cost $78.01 Unrealized
DLAPQ DELTA APPAREL INC 0.2%
Value ($000) $1,018 Shares 72,541 Est. Cost $14.53 Unrealized +10.0%
SYK STRYKER CORP 0.2%
Value ($000) $1,013 Shares 10,900 Est. Cost $58.07 Unrealized +46.8%
DE DEERE & CO 0.2%
Value ($000) $962 Shares 12,615 Est. Cost $68.22 Unrealized -4.6%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $960 Shares 20,345 Est. Cost $8.85 Unrealized 0.0%
CUBIC CORP 0.2%
Value ($000) $945 Shares 20,005 Est. Cost $48.18 Unrealized
MGEE MGE ENERGY INC 0.2%
Value ($000) $942 Shares 20,296 Est. Cost $28.30 Unrealized +22.1%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $927 Shares 8,564 Est. Cost $79.83 Unrealized
WHR WHIRLPOOL CORP 0.2%
Value ($000) $918 Shares 6,250 Est. Cost $165.98 Unrealized -6.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $914 Shares 10,789 Est. Cost $45.49 Unrealized +52.0%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $888 Shares 24,188 Est. Cost $35.64 Unrealized
VFC V F CORP 0.2%
Value ($000) $888 Shares 14,260 Est. Cost $50.05 Unrealized +24.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $884 Shares 13,395 Est. Cost $36.59 Unrealized +35.8%
DMRC DIGIMARC CORP NEW 0.2%
Value ($000) $876 Shares 23,983 Est. Cost $24.62 Unrealized +30.3%
BA BOEING CO 0.2%
Value ($000) $852 Shares 5,892 Est. Cost $82.31 Unrealized +56.6%
MEREDITH CORP 0.2%
Value ($000) $850 Shares 19,656 Est. Cost $47.93 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $827 Shares 26,074 Est. Cost $23.52 Unrealized -12.5%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $826 Shares 9,500 Est. Cost $56.14 Unrealized -7.3%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $814 Shares 6,392 Est. Cost $64.58 Unrealized +31.6%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $813 Shares 13,956 Est. Cost $30.63 Unrealized +29.4%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $812 Shares 8,007 Est. Cost $118.57 Unrealized
FN FABRINET 0.2%
Value ($000) $802 Shares 33,683 Est. Cost $18.34 Unrealized +21.6%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $799 Shares 11,992 Est. Cost $52.84 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $779 Shares 19,326 Est. Cost $32.94 Unrealized -1.5%
SCHL SCHOLASTIC CORP 0.2%
Value ($000) $766 Shares 19,870 Est. Cost $23.27 Unrealized +40.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $752 Shares 16,781 Est. Cost $23.45 Unrealized +51.3%
UNILEVER PLC 0.2%
Value ($000) $750 Shares 17,400 Est. Cost $40.46 Unrealized
VNO VORNADO RLTY TR 0.2%
Value ($000) $741 Shares 7,417 Est. Cost $82.88 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $733 Shares 5,514 Est. Cost $91.91 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $701 Shares 6,590 Est. Cost $89.70 Unrealized
BAKER HUGHES INC 0.1%
Value ($000) $697 Shares 15,102 Est. Cost $47.34 Unrealized
AVD AMERICAN VANGUARD CORP 0.1%
Value ($000) $667 Shares 47,612 Est. Cost $12.83 Unrealized +5.1%
IGSB ISHARES TR 0.1%
Value ($000) $660 Shares 6,306 Est. Cost $105.11 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $656 Shares 38,950 Est. Cost $11.73 Unrealized +15.6%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $647 Shares 10,043 Est. Cost $63.72 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $640 Shares 8,041 Est. Cost $80.37 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $631 Shares 5,880 Est. Cost $107.78 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $600 Shares 4,300 Est. Cost $122.05 Unrealized -2.0%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $599 Shares 4,639 Est. Cost $105.95 Unrealized
LEUCADIA NATL CORP 0.1%
Value ($000) $591 Shares 34,002 Est. Cost $26.21 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $583 Shares 8,574 Est. Cost $61.60 Unrealized -11.4%
IJJ ISHARES TR 0.1%
Value ($000) $579 Shares 4,939 Est. Cost $109.43 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $556 Shares 6,330 Est. Cost $49.66 Unrealized +5.3%
MA MASTERCARD INC 0.1%
Value ($000) $554 Shares 5,690 Est. Cost $92.19 Unrealized 0.0%
CSGS CSG SYS INTL INC 0.1%
Value ($000) $549 Shares 15,266 Est. Cost $21.05 Unrealized +32.5%
FSTR FOSTER L B CO 0.1%
Value ($000) $545 Shares 39,926 Est. Cost $13.47 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $517 Shares 9,125 Est. Cost $55.86 Unrealized
MAXIM INTEGRATED PRODS INC 0.1%
Value ($000) $516 Shares 13,589 Est. Cost $28.99 Unrealized
SYNGENTA AG 0.1%
Value ($000) $515 Shares 6,539 Est. Cost $77.88 Unrealized
SOUTH JERSEY INDS INC 0.1%
Value ($000) $489 Shares 20,779 Est. Cost $41.01 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $485 Shares 9,727 Est. Cost $48.16 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $484 Shares 8,245 Est. Cost $57.26 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $457 Shares 5,610 Est. Cost $81.46 Unrealized
ALLE ALLEGION PUB LTD CO 0.1%
Value ($000) $454 Shares 6,880 Est. Cost $38.52 Unrealized +48.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $451 Shares 7,747 Est. Cost $17.97 Unrealized +64.0%
TIME WARNER INC 0.1%
Value ($000) $433 Shares 6,701 Est. Cost $58.85 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $433 Shares 6,527 Est. Cost $44.60 Unrealized +16.3%
IWM ISHARES TR 0.1%
Value ($000) $430 Shares 3,822 Est. Cost $95.01 Unrealized
ICONIX BRAND GROUP INC 0.1%
Value ($000) $418 Shares 61,227 Est. Cost $6.83 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $417 Shares 5,732 Est. Cost $47.82 Unrealized -1.6%
FDX FEDEX CORP 0.1%
Value ($000) $406 Shares 2,727 Est. Cost $81.95 Unrealized +61.4%
NTAP NETAPP INC 0.1%
Value ($000) $398 Shares 15,000 Est. Cost $26.74 Unrealized -9.9%
FBIN FORTUNE BRANDS HOME & SEC IN 0.1%
Value ($000) $394 Shares 7,105 Est. Cost $28.21 Unrealized +38.7%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $384 Shares 9,520 Est. Cost $49.61 Unrealized
CENTRAL FD CDA LTD 0.1%
Value ($000) $379 Shares 38,021 Est. Cost $13.54 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $372 Shares 36,375 Est. Cost $11.94 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $370 Shares 3,460 Est. Cost $77.98 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $351 Shares 3,187 Est. Cost $99.78 Unrealized
VMC VULCAN MATLS CO 0.1%
Value ($000) $346 Shares 3,642 Est. Cost $48.37 Unrealized +83.8%
MARATHON OIL CORP 0.1%
Value ($000) $345 Shares 27,424 Est. Cost $28.33 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $342 Shares 4,682 Est. Cost $42.27 Unrealized +2.4%
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $334 Shares 3,546 Est. Cost $87.96 Unrealized
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $323 Shares 3,854 Est. Cost $78.94 Unrealized
BB&T CORP 0.1%
Value ($000) $320 Shares 8,461 Est. Cost $34.16 Unrealized
CIMAREX ENERGY CO 0.1%
Value ($000) $311 Shares 3,474 Est. Cost $65.04 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $298 Shares 2,430 Est. Cost $93.96 Unrealized
NKE NIKE INC 0.1%
Value ($000) $296 Shares 4,740 Est. Cost $47.03 Unrealized +20.5%
MUB ISHARES TR 0.1%
Value ($000) $292 Shares 2,635 Est. Cost $106.35 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $289 Shares 5,975 Est. Cost $40.81 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $282 Shares 2,835 Est. Cost $93.14 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $276 Shares 8,433 Est. Cost $40.18 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $275 Shares 1,413 Est. Cost $91.16 Unrealized +27.1%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $271 Shares 8,243 Est. Cost $20.83 Unrealized +33.9%
APACHE CORP 0.1%
Value ($000) $268 Shares 6,034 Est. Cost $83.88 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $265 Shares 1,905 Est. Cost $125.95 Unrealized
ALLERGAN PLC 0.1%
Value ($000) $255 Shares 816 Est. Cost $303.06 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $253 Shares 12,608 Est. Cost $11.57 Unrealized +20.0%
AFL AFLAC INC 0.1%
Value ($000) $247 Shares 4,124 Est. Cost $21.55 Unrealized +13.8%
IVV ISHARES TR 0.1%
Value ($000) $245 Shares 1,194 Est. Cost $185.93 Unrealized
SCANA CORP NEW 0.0%
Value ($000) $232 Shares 3,841 Est. Cost $60.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $221 Shares 870 Est. Cost $209.98 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $212 Shares 2,097 Est. Cost $101.10 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $209 Shares 2,841 Est. Cost $75.98 Unrealized
BNC BANCORP 0.0%
Value ($000) $200 Shares 7,894 Est. Cost $25.34 Unrealized
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $179 Shares 27,430 Est. Cost $7.84 Unrealized -8.5%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $178 Shares 13,011 Est. Cost $4.67 Unrealized -2.7%
NWSA NEWS CORP NEW 0.0%
Value ($000) $149 Shares 11,178 Est. Cost $14.03 Unrealized -10.9%
CRD/B CRAWFORD & CO 0.0%
Value ($000) $106 Shares 20,000 Est. Cost $4.44 Unrealized 0.0%
CLOUD PEAK ENERGY INC 0.0%
Value ($000) $104 Shares 50,000 Est. Cost $2.08 Unrealized
CASTLIGHT HEALTH INC 0.0%
Value ($000) $60 Shares 13,947 Est. Cost $4.23 Unrealized