Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 18, 2016

Total Value ($000): $495,057 (100.0% shares, 0.0% debt)

Holdings (257)

VCIT VANGUARD INTER TERM CORP BOND 3.0%
Value ($000) $14,804 Shares 165,578 Est. Cost $85.15 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 1.9%
Value ($000) $9,423 Shares 116,565 Est. Cost $79.43 Unrealized
VWOB VANGUARD EMERGING MARKETS 1.9%
Value ($000) $9,419 Shares 117,320 Est. Cost $77.49 Unrealized
CMCSA COMCAST CORP-CL A 1.7%
Value ($000) $8,361 Shares 128,259 Est. Cost $18.41 Unrealized +34.3%
SYY SYSCO CORP 1.5%
Value ($000) $7,556 Shares 148,925 Est. Cost $24.92 Unrealized +51.2%
ADP AUTOMATIC DATA PROCESSING INC 1.3%
Value ($000) $6,673 Shares 72,635 Est. Cost $45.44 Unrealized +58.0%
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $6,302 Shares 45,835 Est. Cost $65.55 Unrealized +43.3%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $6,298 Shares 51,915 Est. Cost $64.91 Unrealized +34.1%
BIV VANGUARD INTERMEDIATE-TERM B 1.2%
Value ($000) $6,128 Shares 69,587 Est. Cost $84.41 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $5,971 Shares 40,410 Est. Cost $79.76 Unrealized +80.0%
PFF ISHARES S&P PREF STK ETF 1.2%
Value ($000) $5,944 Shares 149,015 Est. Cost $39.42 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $5,627 Shares 131,330 Est. Cost $45.73 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $5,586 Shares 109,172 Est. Cost $27.98 Unrealized +64.3%
VEA VANGUARD FTSE DEVELOPED MARKET 1.1%
Value ($000) $5,538 Shares 156,613 Est. Cost $36.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.1%
Value ($000) $5,465 Shares 50,997 Est. Cost $85.85 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $5,107 Shares 60,327 Est. Cost $57.16 Unrealized +10.8%
CB CHUBB LTD 1.0%
Value ($000) $4,900 Shares 37,485 Est. Cost $96.23 Unrealized +7.7%
CL COLGATE-PALMOLIVE 1.0%
Value ($000) $4,741 Shares 64,755 Est. Cost $46.16 Unrealized +23.2%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.9%
Value ($000) $4,676 Shares 40,078 Est. Cost $111.99 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.9%
Value ($000) $4,610 Shares 27,406 Est. Cost $132.19 Unrealized
T AT & T INC 0.9%
Value ($000) $4,442 Shares 102,805 Est. Cost $11.74 Unrealized +28.7%
ADBE ADOBE SYS INC 0.9%
Value ($000) $4,330 Shares 45,200 Est. Cost $44.30 Unrealized +116.8%
YUM YUM! BRANDS INC 0.9%
Value ($000) $4,309 Shares 51,970 Est. Cost $40.01 Unrealized +23.6%
POWERSHARES PREFERRED PORT 0.9%
Value ($000) $4,278 Shares 280,700 Est. Cost $14.42 Unrealized
JACOBS ENGR GROUP INC 0.8%
Value ($000) $4,186 Shares 84,025 Est. Cost $53.46 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $4,095 Shares 38,649 Est. Cost $59.23 Unrealized +30.1%
NKE NIKE INC CLASS B 0.8%
Value ($000) $4,084 Shares 73,975 Est. Cost $41.26 Unrealized +21.9%
AAPL APPLE INC 0.8%
Value ($000) $4,067 Shares 42,544 Est. Cost $19.51 Unrealized +15.9%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,057 Shares 28,730 Est. Cost $52.23 Unrealized +118.6%
PFE PFIZER INC 0.8%
Value ($000) $3,978 Shares 112,970 Est. Cost $16.74 Unrealized +25.8%
AQUA AMERICA INC 0.8%
Value ($000) $3,831 Shares 107,420 Est. Cost $30.22 Unrealized
GNTX GENTEX CORP 0.8%
Value ($000) $3,741 Shares 242,115 Est. Cost $14.42 Unrealized +10.2%
VWO VANGUARD FTSE EMERGING MARKETS 0.8%
Value ($000) $3,721 Shares 105,629 Est. Cost $38.96 Unrealized
PRAXAIR INC 0.7%
Value ($000) $3,680 Shares 32,743 Est. Cost $119.17 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $3,647 Shares 65,310 Est. Cost $27.20 Unrealized +15.7%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $3,632 Shares 84,585 Est. Cost $43.01 Unrealized +1.2%
INTC INTEL CORP 0.7%
Value ($000) $3,621 Shares 110,399 Est. Cost $19.05 Unrealized +31.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $3,575 Shares 37,334 Est. Cost $44.52 Unrealized +67.4%
GIS GENERAL MILLS 0.7%
Value ($000) $3,481 Shares 48,812 Est. Cost $32.79 Unrealized +38.6%
MTB M & T BK CORP 0.7%
Value ($000) $3,451 Shares 29,194 Est. Cost $77.31 Unrealized +14.0%
ITW ILLINOIS TOOL WORKS 0.7%
Value ($000) $3,440 Shares 33,029 Est. Cost $50.80 Unrealized +64.0%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $3,429 Shares 26,291 Est. Cost $15.84 Unrealized +48.2%
CR BARD INC 0.7%
Value ($000) $3,422 Shares 14,550 Est. Cost $108.66 Unrealized
AFL AFLAC INC 0.7%
Value ($000) $3,327 Shares 46,110 Est. Cost $20.85 Unrealized +30.8%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $3,303 Shares 29,158 Est. Cost $68.02 Unrealized +46.8%
PAYX PAYCHEX INC 0.7%
Value ($000) $3,249 Shares 54,610 Est. Cost $25.72 Unrealized +56.2%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $3,202 Shares 39,290 Est. Cost $40.69 Unrealized +46.6%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $3,201 Shares 22,105 Est. Cost $119.10 Unrealized +20.0%
MRK MERCK & CO INC 0.6%
Value ($000) $3,199 Shares 55,516 Est. Cost $31.51 Unrealized +25.3%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $3,146 Shares 18,549 Est. Cost $82.01 Unrealized +68.7%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $3,091 Shares 40,905 Est. Cost $57.34 Unrealized -1.1%
USB US BANCORP 0.6%
Value ($000) $3,085 Shares 76,475 Est. Cost $26.04 Unrealized +12.0%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $3,040 Shares 28,994 Est. Cost $70.01 Unrealized -4.6%
XOM EXXONMOBIL CORP 0.6%
Value ($000) $2,988 Shares 31,874 Est. Cost $54.49 Unrealized +6.2%
BEMIS CO 0.6%
Value ($000) $2,953 Shares 57,365 Est. Cost $39.36 Unrealized
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $2,915 Shares 71,214 Est. Cost $28.24 Unrealized +22.5%
FICO FAIR ISAAC CORP 0.6%
Value ($000) $2,898 Shares 25,640 Est. Cost $46.20 Unrealized +134.8%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $2,890 Shares 4,108 Est. Cost $36.69 Unrealized -0.7%
LQD ISHARES IBOXX INV GRD CORP BON 0.6%
Value ($000) $2,848 Shares 23,200 Est. Cost $117.95 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $2,838 Shares 33,659 Est. Cost $82.66 Unrealized
SWK STANLEY BLACK & DECKER INC 0.6%
Value ($000) $2,823 Shares 25,380 Est. Cost $57.00 Unrealized +51.8%
SDY SPDR S&P DIVIDEND ETF 0.6%
Value ($000) $2,783 Shares 33,158 Est. Cost $68.24 Unrealized
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $2,752 Shares 31,042 Est. Cost $76.22 Unrealized
GENERAL ELECTRIC CORP 0.5%
Value ($000) $2,686 Shares 85,341 Est. Cost $24.10 Unrealized
POWERSHARES VARIABLE RATE PR 0.5%
Value ($000) $2,679 Shares 107,885 Est. Cost $24.62 Unrealized
DU PONT E I DE NEMOURS & CO 0.5%
Value ($000) $2,670 Shares 41,212 Est. Cost $60.74 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.5%
Value ($000) $2,651 Shares 32,701 Est. Cost $80.01 Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $2,614 Shares 15,805 Est. Cost $48.38 Unrealized +180.2%
EPD ENTERPRISE PRODS PARTNERS LP 0.5%
Value ($000) $2,578 Shares 88,095 Est. Cost $42.91 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $2,556 Shares 21,241 Est. Cost $71.41 Unrealized +38.8%
ELV ANTHEM INC 0.5%
Value ($000) $2,549 Shares 19,405 Est. Cost $107.71 Unrealized +11.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $2,475 Shares 23,500 Est. Cost $95.45 Unrealized
MCK MCKESSON HBOC INC 0.5%
Value ($000) $2,421 Shares 12,975 Est. Cost $131.28 Unrealized +23.9%
UNP UNION PAC CORP COM 0.5%
Value ($000) $2,418 Shares 27,705 Est. Cost $76.39 Unrealized -10.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.5%
Value ($000) $2,401 Shares 31,599 Est. Cost $64.91 Unrealized
HRL HORMEL FOODS CORP 0.5%
Value ($000) $2,372 Shares 64,800 Est. Cost $22.83 Unrealized +29.3%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.5%
Value ($000) $2,330 Shares 88,835 Est. Cost $18.32 Unrealized
WFC WELLS FARGO & CO 0.5%
Value ($000) $2,328 Shares 49,197 Est. Cost $29.67 Unrealized +25.5%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,315 Shares 20,132 Est. Cost $99.33 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $2,308 Shares 80,443 Est. Cost $16.24 Unrealized +28.5%
VXF VANGUARD EXTENDED MARKET ETF 0.5%
Value ($000) $2,273 Shares 26,611 Est. Cost $85.89 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.4%
Value ($000) $2,225 Shares 58,595 Est. Cost $32.06 Unrealized -15.2%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,214 Shares 29,625 Est. Cost $33.15 Unrealized +88.0%
VLO VALERO ENERGY CORPORATION 0.4%
Value ($000) $2,188 Shares 42,890 Est. Cost $26.53 Unrealized +45.0%
VTIP VANGUARD SHORT-TERM TIPS 0.4%
Value ($000) $2,173 Shares 43,916 Est. Cost $49.01 Unrealized
IBM IBM CORPORATION 0.4%
Value ($000) $2,131 Shares 14,037 Est. Cost $106.90 Unrealized -11.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,120 Shares 28,820 Est. Cost $39.01 Unrealized +29.4%
ETN EATON CORP PLC 0.4%
Value ($000) $2,118 Shares 35,455 Est. Cost $47.42 Unrealized +5.0%
TLK TELEKOMUNIKASI INDONESIA ADR 0.4%
Value ($000) $2,101 Shares 34,190 Est. Cost $41.56 Unrealized
GPN GLOBAL PMTS INC 0.4%
Value ($000) $2,099 Shares 29,405 Est. Cost $43.53 Unrealized +61.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $2,076 Shares 14,618 Est. Cost $61.71 Unrealized +70.0%
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $2,073 Shares 11,725 Est. Cost $41.03 Unrealized +64.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $2,054 Shares 7,544 Est. Cost $210.72 Unrealized
SRE SEMPRA ENERGY 0.4%
Value ($000) $2,049 Shares 17,976 Est. Cost $35.17 Unrealized +10.9%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,046 Shares 30,865 Est. Cost $31.76 Unrealized +59.5%
WAT WATERS CORP 0.4%
Value ($000) $2,004 Shares 14,250 Est. Cost $97.68 Unrealized +38.5%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,928 Shares 13,845 Est. Cost $60.46 Unrealized +87.0%
DLS WISDOMTREE INTL S/C DVD FUND 0.4%
Value ($000) $1,903 Shares 33,924 Est. Cost $57.75 Unrealized
SJNK SPDR BARCLAYS S/T HIGH YIELD B 0.4%
Value ($000) $1,887 Shares 69,930 Est. Cost $28.83 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,808 Shares 34,656 Est. Cost $41.03 Unrealized +1.2%
MMM 3M CO 0.4%
Value ($000) $1,806 Shares 10,310 Est. Cost $76.95 Unrealized +33.1%
AZO AUTOZONE INC 0.4%
Value ($000) $1,802 Shares 2,270 Est. Cost $407.86 Unrealized +88.9%
UGI UGI CORP NEW 0.4%
Value ($000) $1,796 Shares 39,698 Est. Cost $29.11 Unrealized +44.8%
WHR WHIRLPOOL CORPORATION COM 0.4%
Value ($000) $1,794 Shares 10,765 Est. Cost $132.48 Unrealized +33.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $1,772 Shares 17,161 Est. Cost $84.58 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.4%
Value ($000) $1,753 Shares 17,232 Est. Cost $49.51 Unrealized +24.0%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $1,709 Shares 17,024 Est. Cost $72.92 Unrealized
ALV AUTOLIV INC 0.3%
Value ($000) $1,709 Shares 15,910 Est. Cost $44.53 Unrealized +53.5%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $1,707 Shares 37,749 Est. Cost $31.33 Unrealized +19.6%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.3%
Value ($000) $1,707 Shares 17,635 Est. Cost $94.90 Unrealized
RAYTHEON COMPANY 0.3%
Value ($000) $1,694 Shares 12,460 Est. Cost $68.13 Unrealized
NATIONAL INSTRS CORP 0.3%
Value ($000) $1,691 Shares 61,701 Est. Cost $28.80 Unrealized
BLACKROCK INC CLASS A 0.3%
Value ($000) $1,657 Shares 4,840 Est. Cost $278.96 Unrealized
JOHNSON CONTROLS INC 0.3%
Value ($000) $1,622 Shares 36,650 Est. Cost $35.80 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,595 Shares 14,810 Est. Cost $57.10 Unrealized +28.0%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,588 Shares 13,655 Est. Cost $67.81 Unrealized +24.2%
PSX PHILLIPS 66 0.3%
Value ($000) $1,572 Shares 19,810 Est. Cost $43.87 Unrealized +29.2%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $1,554 Shares 27,889 Est. Cost $52.11 Unrealized
FDS FACTSET 0.3%
Value ($000) $1,547 Shares 9,585 Est. Cost $86.09 Unrealized +62.6%
EATON VANCE CORP 0.3%
Value ($000) $1,544 Shares 43,685 Est. Cost $37.18 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,493 Shares 18,095 Est. Cost $74.52 Unrealized
CFR CULLEN FROST BANKERS INC 0.3%
Value ($000) $1,490 Shares 23,380 Est. Cost $46.22 Unrealized +1.0%
DHR DANAHER CORP 0.3%
Value ($000) $1,486 Shares 14,719 Est. Cost $32.18 Unrealized +24.5%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,472 Shares 14,350 Est. Cost $95.56 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.3%
Value ($000) $1,432 Shares 28,510 Est. Cost $41.34 Unrealized
DWX SPDR S&P INTER DVD ETF 0.3%
Value ($000) $1,337 Shares 37,985 Est. Cost $42.99 Unrealized
AGL RES INC 0.3%
Value ($000) $1,289 Shares 19,550 Est. Cost $51.08 Unrealized
RWX SPDR DJ WILSHIRE INTL REAL EST 0.3%
Value ($000) $1,240 Shares 29,897 Est. Cost $40.41 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $1,218 Shares 14,970 Est. Cost $50.04 Unrealized +25.9%
AMGN AMGEN INC 0.2%
Value ($000) $1,209 Shares 7,950 Est. Cost $103.89 Unrealized +12.3%
BB&T CORP 0.2%
Value ($000) $1,204 Shares 33,830 Est. Cost $35.01 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,202 Shares 15,188 Est. Cost $57.42 Unrealized +1.4%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,156 Shares 15,265 Est. Cost $66.27 Unrealized +3.3%
MONSANTO CO NEW 0.2%
Value ($000) $1,094 Shares 10,584 Est. Cost $101.28 Unrealized
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,071 Shares 30,220 Est. Cost $42.46 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,071 Shares 52,300 Est. Cost $11.86 Unrealized +30.8%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,069 Shares 46,790 Est. Cost $21.20 Unrealized
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $1,064 Shares 10,340 Est. Cost $31.83 Unrealized +33.8%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,058 Shares 9,050 Est. Cost $98.74 Unrealized
EQT EQT CORPORATION 0.2%
Value ($000) $1,050 Shares 13,555 Est. Cost $37.67 Unrealized -5.0%
CENTURYLINK INC 0.2%
Value ($000) $1,044 Shares 36,000 Est. Cost $30.84 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,043 Shares 23,925 Est. Cost $43.10 Unrealized -23.9%
ANADARKO PETROLEUM CORP. 0.2%
Value ($000) $1,038 Shares 19,500 Est. Cost $85.95 Unrealized
SHIRE PLC SPONS ADR 0.2%
Value ($000) $1,032 Shares 5,602 Est. Cost $184.22 Unrealized
F FORD MOTOR CO DEL 0.2%
Value ($000) $1,019 Shares 81,065 Est. Cost $8.43 Unrealized -5.9%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,018 Shares 36,720 Est. Cost $19.67 Unrealized -1.2%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $1,012 Shares 11,970 Est. Cost $42.41 Unrealized +45.8%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $1,011 Shares 12,569 Est. Cost $41.83 Unrealized +27.1%
SO SOUTHERN CO 0.2%
Value ($000) $1,000 Shares 18,650 Est. Cost $26.71 Unrealized +25.9%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $995 Shares 13,640 Est. Cost $49.48 Unrealized +5.9%
D DOMINION RESOURCES INC VA 0.2%
Value ($000) $987 Shares 12,664 Est. Cost $45.03 Unrealized +6.0%
KMI KINDER MORGAN INC 0.2%
Value ($000) $983 Shares 52,523 Est. Cost $22.82 Unrealized -52.2%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $967 Shares 18,432 Est. Cost $39.92 Unrealized
PANERA BREAD COMPANY 0.2%
Value ($000) $959 Shares 4,525 Est. Cost $184.60 Unrealized
MIDD MIDDLEBY CORP 0.2%
Value ($000) $955 Shares 8,280 Est. Cost $91.43 Unrealized +25.5%
BLACKROCK FLOAT RT INCOME ST 0.2%
Value ($000) $950 Shares 72,258 Est. Cost $14.28 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $945 Shares 12,475 Est. Cost $61.61 Unrealized -2.9%
META FACEBOOK INC-A 0.2%
Value ($000) $939 Shares 8,215 Est. Cost $108.27 Unrealized +5.7%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $926 Shares 4,820 Est. Cost $192.12 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $912 Shares 1,275 Est. Cost $31.81 Unrealized +6.3%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $911 Shares 14,385 Est. Cost $36.05 Unrealized +38.2%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $909 Shares 4,339 Est. Cost $164.50 Unrealized
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $908 Shares 10,000 Est. Cost $100.51 Unrealized
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $907 Shares 18,171 Est. Cost $34.93 Unrealized +43.5%
ABBV ABBVIE INC 0.2%
Value ($000) $871 Shares 14,071 Est. Cost $34.79 Unrealized +17.8%
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $868 Shares 4 Est. Cost $165023.42 Unrealized +30.0%
PPL PPL CORPORATION 0.2%
Value ($000) $857 Shares 22,700 Est. Cost $16.55 Unrealized +49.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $855 Shares 9,850 Est. Cost $58.29 Unrealized +9.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.2%
Value ($000) $854 Shares 8,120 Est. Cost $102.34 Unrealized
DIS WALT DISNEY COMPANY 0.2%
Value ($000) $852 Shares 8,705 Est. Cost $81.94 Unrealized +12.5%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $849 Shares 18,749 Est. Cost $38.80 Unrealized -12.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $835 Shares 14,966 Est. Cost $57.84 Unrealized
CSX CSX CORPORATION 0.2%
Value ($000) $823 Shares 31,540 Est. Cost $7.11 Unrealized +6.6%
DOW CHEMICAL COMPANY 0.2%
Value ($000) $810 Shares 16,280 Est. Cost $36.11 Unrealized
ONEOK PARTNERS LP 0.2%
Value ($000) $802 Shares 19,999 Est. Cost $39.60 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.2%
Value ($000) $797 Shares 5,075 Est. Cost $109.42 Unrealized +17.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $797 Shares 13,128 Est. Cost $59.62 Unrealized -7.3%
ROYAL DUTCH-ADR A 0.2%
Value ($000) $768 Shares 13,900 Est. Cost $54.44 Unrealized
UNILEVER N V -NY SHARES 0.2%
Value ($000) $766 Shares 16,330 Est. Cost $39.08 Unrealized
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $748 Shares 54,715 Est. Cost $14.55 Unrealized -2.1%
ROCKWELL COLLINS 0.2%
Value ($000) $746 Shares 8,765 Est. Cost $65.42 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $738 Shares 9,377 Est. Cost $47.85 Unrealized +33.9%
CLX CLOROX COMPANY 0.1%
Value ($000) $727 Shares 5,255 Est. Cost $73.11 Unrealized +35.0%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $710 Shares 16,759 Est. Cost $25.41 Unrealized -8.8%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $708 Shares 14,260 Est. Cost $24.75 Unrealized +39.0%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $708 Shares 2,750 Est. Cost $303.38 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $684 Shares 8,215 Est. Cost $76.04 Unrealized
GME GAMESTOP CORP-A 0.1%
Value ($000) $681 Shares 25,620 Est. Cost $7.10 Unrealized -19.3%
MA MASTERCARD INC-A 0.1%
Value ($000) $679 Shares 7,710 Est. Cost $90.26 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $677 Shares 9,817 Est. Cost $20.28 Unrealized +63.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $671 Shares 11,845 Est. Cost $36.25 Unrealized +31.1%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $663 Shares 15,795 Est. Cost $19.89 Unrealized +1.2%
LOW LOWES COS INC 0.1%
Value ($000) $659 Shares 8,320 Est. Cost $37.24 Unrealized +74.0%
BUD ANHEUSER-BUSCH INVEV SPONS ADR 0.1%
Value ($000) $658 Shares 5,001 Est. Cost $112.38 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $657 Shares 5,850 Est. Cost $81.26 Unrealized +7.9%
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $640 Shares 13,710 Est. Cost $50.45 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $638 Shares 8,185 Est. Cost $62.43 Unrealized -3.5%
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $606 Shares 10,460 Est. Cost $58.19 Unrealized
WYNDHAM WORL-W/I 0.1%
Value ($000) $595 Shares 8,360 Est. Cost $74.78 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $594 Shares 6,598 Est. Cost $121.55 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $567 Shares 9,117 Est. Cost $40.01 Unrealized +20.8%
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $534 Shares 4,640 Est. Cost $109.85 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.1%
Value ($000) $527 Shares 9,741 Est. Cost $52.24 Unrealized
HARRIS CORP DEL COM 0.1%
Value ($000) $525 Shares 6,285 Est. Cost $56.12 Unrealized
IVOO VANGUARD S&P MID CAP 400 ETF 0.1%
Value ($000) $521 Shares 5,200 Est. Cost $100.19 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $514 Shares 11,335 Est. Cost $29.58 Unrealized +12.6%
L-3 COM HLDGS INC 0.1%
Value ($000) $510 Shares 3,475 Est. Cost $85.69 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $507 Shares 10,460 Est. Cost $53.90 Unrealized -1.2%
ACTIVISION BLIZZARD, INC 0.1%
Value ($000) $492 Shares 12,400 Est. Cost $38.80 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $491 Shares 4,227 Est. Cost $92.11 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $478 Shares 5,895 Est. Cost $69.02 Unrealized +1.4%
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $477 Shares 10,715 Est. Cost $47.01 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $461 Shares 9,750 Est. Cost $34.06 Unrealized -16.0%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $443 Shares 4,655 Est. Cost $101.44 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $427 Shares 4,305 Est. Cost $49.98 Unrealized +12.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $426 Shares 9,530 Est. Cost $21.37 Unrealized +43.7%
CYANOTECH CORP 0.1%
Value ($000) $424 Shares 82,400 Est. Cost $6.41 Unrealized
FLRN SPDR BARCLAYS INVESTMENT GRA 0.1%
Value ($000) $416 Shares 13,675 Est. Cost $30.77 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $415 Shares 21,638 Est. Cost $17.82 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $414 Shares 9,325 Est. Cost $30.57 Unrealized +18.6%
SJM JM SMUCKER CO/THE-NEW COM 0.1%
Value ($000) $412 Shares 2,700 Est. Cost $75.09 Unrealized +32.0%
ABT ABBOTT LABS INC 0.1%
Value ($000) $411 Shares 10,435 Est. Cost $34.66 Unrealized -3.8%
AON PLC 0.1%
Value ($000) $410 Shares 3,750 Est. Cost $64.26 Unrealized
V VISA INC-CLASS A 0.1%
Value ($000) $391 Shares 5,282 Est. Cost $73.22 Unrealized 0.0%
HAS HASBRO INC COM 0.1%
Value ($000) $387 Shares 4,610 Est. Cost $53.13 Unrealized +15.4%
ALLERGAN PLC 0.1%
Value ($000) $378 Shares 1,633 Est. Cost $303.12 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $370 Shares 5,667 Est. Cost $35.75 Unrealized +23.4%
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $355 Shares 14,925 Est. Cost $38.70 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.1%
Value ($000) $344 Shares 12,520 Est. Cost $23.11 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $337 Shares 6,650 Est. Cost $19.32 Unrealized +7.4%
DIEBOLD INC 0.1%
Value ($000) $336 Shares 13,555 Est. Cost $33.59 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.1%
Value ($000) $334 Shares 9,725 Est. Cost $38.08 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $329 Shares 3,841 Est. Cost $50.72 Unrealized +6.1%
VOD VODAFONE GROUP SPONS ADR 0.1%
Value ($000) $329 Shares 10,655 Est. Cost $36.10 Unrealized
BTI BRITISH AMERN TOB PLC SPONS AD 0.1%
Value ($000) $324 Shares 2,500 Est. Cost $108.00 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $314 Shares 2,105 Est. Cost $118.77 Unrealized
ST JUDE MED INC 0.1%
Value ($000) $314 Shares 4,030 Est. Cost $77.92 Unrealized
NORDSTROM INC COM 0.1%
Value ($000) $303 Shares 7,950 Est. Cost $38.11 Unrealized
WRB WR BERKLEY CORP 0.1%
Value ($000) $298 Shares 4,975 Est. Cost $11.77 Unrealized +12.8%
FLR FLUOR CORP NEW 0.1%
Value ($000) $298 Shares 6,045 Est. Cost $53.36 Unrealized -10.6%
BP BP PLC SPONS ADR 0.1%
Value ($000) $294 Shares 8,290 Est. Cost $42.28 Unrealized
TAP MOLSON COORS-B 0.1%
Value ($000) $288 Shares 2,845 Est. Cost $57.78 Unrealized +33.8%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $283 Shares 11,771 Est. Cost $15.42 Unrealized +4.9%
APH AMPHENOL CORP 0.1%
Value ($000) $276 Shares 4,821 Est. Cost $9.98 Unrealized +31.5%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $273 Shares 7,040 Est. Cost $37.78 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.1%
Value ($000) $265 Shares 2,083 Est. Cost $122.45 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $258 Shares 1,160 Est. Cost $155.62 Unrealized +15.8%
BROOKFIELD ASSET MANAGE-CL A 0.1%
Value ($000) $256 Shares 7,750 Est. Cost $31.61 Unrealized
FLO FLOWERS FOODS INC 0.1%
Value ($000) $252 Shares 13,460 Est. Cost $13.75 Unrealized -7.5%
DVA DAVITA HEALTHCARE PARTNERS INC 0.1%
Value ($000) $249 Shares 3,215 Est. Cost $76.65 Unrealized -1.4%
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $240 Shares 2,220 Est. Cost $80.60 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $234 Shares 4,380 Est. Cost $40.28 Unrealized 0.0%
E M C CORP MASS 0.0%
Value ($000) $228 Shares 8,380 Est. Cost $29.55 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $220 Shares 4,587 Est. Cost $47.96 Unrealized
AEP AMERICAN ELEC POWER 0.0%
Value ($000) $217 Shares 3,100 Est. Cost $43.68 Unrealized +6.7%
TGT TARGET CORP 0.0%
Value ($000) $214 Shares 3,070 Est. Cost $50.28 Unrealized +11.6%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $204 Shares 3,300 Est. Cost $55.49 Unrealized +14.4%