Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 17, 2017

Total Value ($000): $509,060 (100.0% shares, 0.0% debt)

Holdings (267)

VCIT VANGUARD INTER TERM CORP BOND 3.0%
Value ($000) $15,145 Shares 176,723 Est. Cost $85.39 Unrealized
VWOB VANGUARD EMERGING MARKETS 1.9%
Value ($000) $9,475 Shares 122,192 Est. Cost $77.57 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 1.8%
Value ($000) $9,232 Shares 116,315 Est. Cost $79.42 Unrealized
CMCSA COMCAST CORP-CL A 1.6%
Value ($000) $8,355 Shares 121,003 Est. Cost $18.41 Unrealized +45.7%
SYY SYSCO CORP 1.5%
Value ($000) $7,637 Shares 137,929 Est. Cost $24.92 Unrealized +64.4%
ADP AUTOMATIC DATA PROCESSING INC 1.5%
Value ($000) $7,463 Shares 72,610 Est. Cost $45.44 Unrealized +68.9%
MSFT MICROSOFT CORP 1.3%
Value ($000) $6,643 Shares 106,907 Est. Cost $27.98 Unrealized +92.7%
BIV VANGUARD INTERMEDIATE-TERM B 1.2%
Value ($000) $6,129 Shares 73,777 Est. Cost $84.45 Unrealized
POWERSHARES VARIABLE RATE PR 1.2%
Value ($000) $6,085 Shares 247,265 Est. Cost $24.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.2%
Value ($000) $6,081 Shares 166,413 Est. Cost $36.97 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.2%
Value ($000) $5,951 Shares 51,607 Est. Cost $86.12 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $5,891 Shares 51,135 Est. Cost $64.91 Unrealized +38.2%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $5,572 Shares 39,485 Est. Cost $79.76 Unrealized +80.2%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $5,374 Shares 121,625 Est. Cost $45.72 Unrealized
KMB KIMBERLY-CLARK CORP 1.0%
Value ($000) $5,113 Shares 44,805 Est. Cost $65.55 Unrealized +29.0%
CB CHUBB LTD 1.0%
Value ($000) $4,948 Shares 37,450 Est. Cost $96.23 Unrealized +12.6%
AAPL APPLE INC 1.0%
Value ($000) $4,884 Shares 42,169 Est. Cost $19.51 Unrealized +33.7%
JACOBS ENGR GROUP INC 0.9%
Value ($000) $4,757 Shares 83,455 Est. Cost $53.46 Unrealized
GNTX GENTEX CORP 0.9%
Value ($000) $4,643 Shares 235,795 Est. Cost $14.42 Unrealized +26.3%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $4,568 Shares 54,319 Est. Cost $57.16 Unrealized +16.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.9%
Value ($000) $4,565 Shares 25,523 Est. Cost $132.19 Unrealized
ADBE ADOBE SYS INC 0.9%
Value ($000) $4,563 Shares 44,320 Est. Cost $44.30 Unrealized +139.0%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.9%
Value ($000) $4,540 Shares 40,118 Est. Cost $111.99 Unrealized
MTB M & T BK CORP 0.9%
Value ($000) $4,522 Shares 28,904 Est. Cost $77.31 Unrealized +34.5%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $4,380 Shares 27,365 Est. Cost $52.23 Unrealized +147.3%
T AT & T INC 0.9%
Value ($000) $4,366 Shares 102,675 Est. Cost $11.79 Unrealized +31.1%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $4,254 Shares 86,210 Est. Cost $43.04 Unrealized +8.6%
POWERSHARES PREFERRED PORT 0.8%
Value ($000) $4,158 Shares 292,215 Est. Cost $14.44 Unrealized
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $4,124 Shares 63,025 Est. Cost $46.16 Unrealized +19.9%
USB US BANCORP 0.8%
Value ($000) $3,992 Shares 77,725 Est. Cost $26.13 Unrealized +29.3%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.8%
Value ($000) $3,972 Shares 39,770 Est. Cost $97.52 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $3,956 Shares 109,089 Est. Cost $19.05 Unrealized +53.1%
ITW ILLINOIS TOOL WORKS 0.8%
Value ($000) $3,893 Shares 31,787 Est. Cost $50.80 Unrealized +91.3%
PEP PEPSICO INC COM 0.8%
Value ($000) $3,878 Shares 37,060 Est. Cost $59.23 Unrealized +34.0%
PFF ISHARES S&P PREF STK ETF 0.7%
Value ($000) $3,785 Shares 101,722 Est. Cost $39.42 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $3,753 Shares 70,290 Est. Cost $27.51 Unrealized +12.6%
VWO VANGUARD FTSE EMERGING MARKETS 0.7%
Value ($000) $3,746 Shares 104,702 Est. Cost $38.92 Unrealized
NKE NIKE INC CLASS B 0.7%
Value ($000) $3,709 Shares 72,970 Est. Cost $41.26 Unrealized +10.5%
PFE PFIZER INC 0.7%
Value ($000) $3,644 Shares 112,200 Est. Cost $16.74 Unrealized +22.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $3,620 Shares 22,215 Est. Cost $119.10 Unrealized +29.3%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $3,531 Shares 4,456 Est. Cost $36.92 Unrealized +7.5%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $3,520 Shares 29,909 Est. Cost $69.97 Unrealized +5.5%
PRAXAIR INC 0.7%
Value ($000) $3,455 Shares 29,483 Est. Cost $119.17 Unrealized
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $3,414 Shares 29,146 Est. Cost $68.02 Unrealized +51.7%
PAYX PAYCHEX INC 0.7%
Value ($000) $3,351 Shares 55,045 Est. Cost $25.94 Unrealized +69.4%
MRK MERCK & CO INC 0.7%
Value ($000) $3,318 Shares 56,366 Est. Cost $31.51 Unrealized +39.9%
YUM YUM! BRANDS INC 0.6%
Value ($000) $3,290 Shares 51,955 Est. Cost $40.01 Unrealized +33.2%
AQUA AMERICA INC 0.6%
Value ($000) $3,261 Shares 108,562 Est. Cost $30.22 Unrealized
VLO VALERO ENERGY CORPORATION 0.6%
Value ($000) $3,248 Shares 47,545 Est. Cost $27.86 Unrealized +53.6%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $3,193 Shares 37,520 Est. Cost $40.69 Unrealized +49.8%
AFL AFLAC INC 0.6%
Value ($000) $3,145 Shares 45,190 Est. Cost $20.85 Unrealized +36.5%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,114 Shares 26,066 Est. Cost $15.84 Unrealized +49.7%
CR BARD INC 0.6%
Value ($000) $3,100 Shares 13,800 Est. Cost $108.66 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $3,063 Shares 18,499 Est. Cost $82.01 Unrealized +76.4%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $3,025 Shares 41,222 Est. Cost $60.74 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.6%
Value ($000) $3,005 Shares 59,670 Est. Cost $32.05 Unrealized +6.8%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $3,004 Shares 42,175 Est. Cost $57.27 Unrealized -4.0%
WFC WELLS FARGO & CO 0.6%
Value ($000) $2,993 Shares 54,312 Est. Cost $30.41 Unrealized +28.3%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $2,954 Shares 97,738 Est. Cost $17.44 Unrealized +32.2%
ELV ANTHEM INC 0.6%
Value ($000) $2,904 Shares 20,200 Est. Cost $107.95 Unrealized +9.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $2,893 Shares 23,910 Est. Cost $95.79 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,889 Shares 36,614 Est. Cost $44.52 Unrealized +37.1%
GIS GENERAL MILLS 0.6%
Value ($000) $2,886 Shares 46,727 Est. Cost $32.79 Unrealized +36.8%
UNP UNION PAC CORP COM 0.6%
Value ($000) $2,872 Shares 27,705 Est. Cost $76.39 Unrealized +5.1%
XOM EXXONMOBIL CORP 0.6%
Value ($000) $2,860 Shares 31,683 Est. Cost $54.54 Unrealized +6.7%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $2,788 Shares 33,787 Est. Cost $76.97 Unrealized
ORCL ORACLE CORPORATION COM 0.5%
Value ($000) $2,773 Shares 72,104 Est. Cost $28.33 Unrealized +20.5%
LQD ISHARES IBOXX INV GRD CORP BON 0.5%
Value ($000) $2,764 Shares 23,590 Est. Cost $117.94 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $2,750 Shares 23,970 Est. Cost $57.00 Unrealized +64.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $2,735 Shares 33,849 Est. Cost $82.78 Unrealized
FICO FAIR ISAAC CORP 0.5%
Value ($000) $2,733 Shares 22,920 Est. Cost $46.20 Unrealized +157.1%
VXF VANGUARD EXTENDED MARKET ETF 0.5%
Value ($000) $2,706 Shares 28,211 Est. Cost $86.27 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $2,675 Shares 31,263 Est. Cost $68.24 Unrealized
BEMIS CO 0.5%
Value ($000) $2,655 Shares 55,525 Est. Cost $39.45 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $2,575 Shares 21,156 Est. Cost $71.41 Unrealized +32.0%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,561 Shares 18,985 Est. Cost $99.33 Unrealized
GENERAL ELECTRIC CORP 0.5%
Value ($000) $2,531 Shares 80,087 Est. Cost $24.10 Unrealized
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.5%
Value ($000) $2,474 Shares 86,045 Est. Cost $18.32 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $2,397 Shares 35,730 Est. Cost $47.42 Unrealized +14.2%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $2,396 Shares 13,875 Est. Cost $60.46 Unrealized +121.8%
MAGELLAN MIDSTREAM PARTNERS LP 0.5%
Value ($000) $2,390 Shares 31,599 Est. Cost $64.91 Unrealized
IBM IBM CORPORATION 0.5%
Value ($000) $2,384 Shares 14,362 Est. Cost $106.80 Unrealized -3.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.5%
Value ($000) $2,365 Shares 87,450 Est. Cost $42.91 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $2,270 Shares 28,575 Est. Cost $80.01 Unrealized
GPN GLOBAL PMTS INC 0.4%
Value ($000) $2,233 Shares 32,175 Est. Cost $45.73 Unrealized +49.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $2,202 Shares 7,299 Est. Cost $210.72 Unrealized
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,197 Shares 63,110 Est. Cost $22.83 Unrealized +25.7%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,195 Shares 24,885 Est. Cost $46.66 Unrealized +32.0%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,138 Shares 30,155 Est. Cost $31.76 Unrealized +78.8%
DLS WISDOMTREE INTL S/C DVD FUND 0.4%
Value ($000) $2,136 Shares 35,584 Est. Cost $57.92 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,109 Shares 13,758 Est. Cost $48.38 Unrealized +185.7%
VTIP VANGUARD SHORT-TERM TIPS 0.4%
Value ($000) $2,107 Shares 42,871 Est. Cost $49.01 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.4%
Value ($000) $2,029 Shares 73,300 Est. Cost $28.79 Unrealized
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,028 Shares 28,875 Est. Cost $33.15 Unrealized +85.8%
WHR WHIRLPOOL CORPORATION COM 0.4%
Value ($000) $1,993 Shares 10,965 Est. Cost $133.08 Unrealized +24.4%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,971 Shares 35,351 Est. Cost $41.04 Unrealized +4.4%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,971 Shares 13,705 Est. Cost $61.71 Unrealized +80.9%
MMM 3M CO 0.4%
Value ($000) $1,881 Shares 10,530 Est. Cost $77.94 Unrealized +36.3%
TLK TELEKOMUNIKASI INDONESIA ADR 0.4%
Value ($000) $1,871 Shares 64,165 Est. Cost $35.40 Unrealized
BB&T CORP 0.4%
Value ($000) $1,858 Shares 39,510 Est. Cost $35.66 Unrealized
NATIONAL INSTRS CORP 0.4%
Value ($000) $1,839 Shares 59,670 Est. Cost $28.80 Unrealized
BLACKROCK INC CLASS A 0.4%
Value ($000) $1,831 Shares 4,810 Est. Cost $278.96 Unrealized
SRE SEMPRA ENERGY 0.4%
Value ($000) $1,829 Shares 18,181 Est. Cost $35.20 Unrealized +7.9%
WAT WATERS CORP 0.4%
Value ($000) $1,817 Shares 13,525 Est. Cost $97.68 Unrealized +46.1%
EATON VANCE CORP 0.4%
Value ($000) $1,816 Shares 43,365 Est. Cost $37.18 Unrealized
MCK MCKESSON HBOC INC 0.4%
Value ($000) $1,803 Shares 12,840 Est. Cost $131.28 Unrealized +4.2%
RAYTHEON COMPANY 0.3%
Value ($000) $1,770 Shares 12,465 Est. Cost $68.13 Unrealized
AZO AUTOZONE INC 0.3%
Value ($000) $1,745 Shares 2,210 Est. Cost $407.86 Unrealized +88.7%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $1,731 Shares 11,410 Est. Cost $41.03 Unrealized +47.1%
ALV AUTOLIV INC 0.3%
Value ($000) $1,723 Shares 15,225 Est. Cost $44.53 Unrealized +34.6%
UGI UGI CORP NEW 0.3%
Value ($000) $1,721 Shares 37,356 Est. Cost $29.11 Unrealized +53.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $1,720 Shares 31,689 Est. Cost $52.52 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,719 Shares 19,890 Est. Cost $44.04 Unrealized +33.2%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $1,711 Shares 38,599 Est. Cost $31.52 Unrealized +26.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,669 Shares 14,560 Est. Cost $57.10 Unrealized +40.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,629 Shares 14,542 Est. Cost $84.58 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,596 Shares 27,315 Est. Cost $39.01 Unrealized +1.3%
FDS FACTSET 0.3%
Value ($000) $1,532 Shares 9,375 Est. Cost $86.09 Unrealized +68.7%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,520 Shares 13,865 Est. Cost $95.56 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $1,505 Shares 14,345 Est. Cost $72.92 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,472 Shares 12,710 Est. Cost $67.81 Unrealized +24.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,468 Shares 17,488 Est. Cost $57.93 Unrealized +8.8%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $1,452 Shares 15,872 Est. Cost $49.51 Unrealized +17.6%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $1,399 Shares 15,225 Est. Cost $50.47 Unrealized +42.6%
BLACKROCK FLOAT RT INCOME ST 0.3%
Value ($000) $1,391 Shares 96,500 Est. Cost $14.30 Unrealized
ANADARKO PETROLEUM CORP. 0.3%
Value ($000) $1,360 Shares 19,500 Est. Cost $85.95 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,359 Shares 18,655 Est. Cost $74.61 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,340 Shares 9,165 Est. Cost $105.52 Unrealized +8.4%
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,331 Shares 10,697 Est. Cost $101.93 Unrealized
WYNDHAM WORL-W/I 0.3%
Value ($000) $1,308 Shares 17,130 Est. Cost $72.45 Unrealized
META FACEBOOK INC-A 0.2%
Value ($000) $1,262 Shares 10,970 Est. Cost $111.94 Unrealized +9.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,261 Shares 1,682 Est. Cost $33.53 Unrealized +16.9%
GLW CORNING INC 0.2%
Value ($000) $1,250 Shares 51,500 Est. Cost $11.86 Unrealized +57.1%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,242 Shares 15,770 Est. Cost $66.65 Unrealized +17.3%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.2%
Value ($000) $1,208 Shares 9,705 Est. Cost $104.37 Unrealized
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,200 Shares 36,720 Est. Cost $19.67 Unrealized +12.0%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $1,198 Shares 13,887 Est. Cost $44.15 Unrealized +35.7%
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,185 Shares 31,710 Est. Cost $42.27 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,182 Shares 12,745 Est. Cost $61.72 Unrealized +19.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,178 Shares 23,495 Est. Cost $43.10 Unrealized -19.3%
DHR DANAHER CORP 0.2%
Value ($000) $1,145 Shares 14,719 Est. Cost $32.18 Unrealized +106.2%
CSX CSX CORPORATION 0.2%
Value ($000) $1,135 Shares 31,585 Est. Cost $7.11 Unrealized +38.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,123 Shares 48,310 Est. Cost $21.26 Unrealized
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,114 Shares 15,320 Est. Cost $36.85 Unrealized +46.3%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,107 Shares 5,390 Est. Cost $192.78 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,088 Shares 52,523 Est. Cost $22.82 Unrealized -42.6%
MONSANTO CO NEW 0.2%
Value ($000) $1,084 Shares 10,304 Est. Cost $101.28 Unrealized
MIDD MIDDLEBY CORP 0.2%
Value ($000) $1,067 Shares 8,280 Est. Cost $91.43 Unrealized +37.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,060 Shares 14,080 Est. Cost $49.47 Unrealized +2.3%
CAC CAMDEN NATIONAL CORP 0.2%
Value ($000) $1,053 Shares 23,692 Est. Cost $22.06 Unrealized +19.7%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.2%
Value ($000) $1,049 Shares 28,950 Est. Cost $41.26 Unrealized
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,038 Shares 58,270 Est. Cost $14.48 Unrealized +12.5%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,014 Shares 18,749 Est. Cost $38.80 Unrealized +7.5%
SO SOUTHERN CO 0.2%
Value ($000) $982 Shares 19,965 Est. Cost $27.22 Unrealized +23.2%
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $976 Shares 4 Est. Cost $165023.42 Unrealized +39.9%
DOW CHEMICAL COMPANY 0.2%
Value ($000) $972 Shares 16,990 Est. Cost $36.68 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $967 Shares 13,053 Est. Cost $59.62 Unrealized +2.3%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $961 Shares 4,299 Est. Cost $164.50 Unrealized
DWX SPDR S&P INTER DVD ETF 0.2%
Value ($000) $950 Shares 26,350 Est. Cost $41.77 Unrealized
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $950 Shares 17,661 Est. Cost $34.93 Unrealized +46.6%
MA MASTERCARD INC-A 0.2%
Value ($000) $941 Shares 9,115 Est. Cost $90.47 Unrealized +8.6%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $926 Shares 12,800 Est. Cost $43.74 Unrealized +38.9%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $910 Shares 12,354 Est. Cost $41.83 Unrealized +24.4%
D DOMINION RESOURCES INC VA 0.2%
Value ($000) $907 Shares 11,844 Est. Cost $45.10 Unrealized +9.6%
PANERA BREAD COMPANY 0.2%
Value ($000) $898 Shares 4,375 Est. Cost $184.60 Unrealized
DIS WALT DISNEY COMPANY 0.2%
Value ($000) $886 Shares 8,502 Est. Cost $81.94 Unrealized +10.7%
PPL PPL CORPORATION 0.2%
Value ($000) $883 Shares 25,940 Est. Cost $17.41 Unrealized +28.0%
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $882 Shares 18,157 Est. Cost $39.92 Unrealized
EQT EQT CORPORATION 0.2%
Value ($000) $881 Shares 13,480 Est. Cost $37.67 Unrealized -9.2%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $878 Shares 12,095 Est. Cost $36.68 Unrealized +55.8%
VXUS VANGUARD TOTAL INTL STOCK ET 0.2%
Value ($000) $860 Shares 18,742 Est. Cost $47.00 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $860 Shares 13,726 Est. Cost $34.79 Unrealized +20.1%
ONEOK PARTNERS LP 0.2%
Value ($000) $860 Shares 19,999 Est. Cost $39.60 Unrealized
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $839 Shares 19,000 Est. Cost $37.24 Unrealized +8.7%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $833 Shares 14,433 Est. Cost $57.84 Unrealized
IVOO VANGUARD S&P MID CAP 400 ETF 0.2%
Value ($000) $815 Shares 7,320 Est. Cost $101.57 Unrealized
ROCKWELL COLLINS 0.2%
Value ($000) $813 Shares 8,765 Est. Cost $65.42 Unrealized
ROYAL DUTCH-ADR A 0.2%
Value ($000) $812 Shares 14,930 Est. Cost $54.14 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.2%
Value ($000) $798 Shares 4,985 Est. Cost $109.42 Unrealized +18.6%
CMI CUMMINS INC 0.2%
Value ($000) $783 Shares 5,730 Est. Cost $81.26 Unrealized +29.6%
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $779 Shares 11,456 Est. Cost $33.91 Unrealized +20.5%
SON SONOCO PRODUCTS CO 0.2%
Value ($000) $773 Shares 14,655 Est. Cost $25.09 Unrealized +52.9%
V VISA INC-CLASS A 0.1%
Value ($000) $751 Shares 9,625 Est. Cost $74.11 Unrealized +1.8%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $730 Shares 2,750 Est. Cost $303.38 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $729 Shares 10,240 Est. Cost $58.45 Unrealized +6.7%
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $708 Shares 10,000 Est. Cost $100.51 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $706 Shares 16,759 Est. Cost $25.41 Unrealized -2.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $703 Shares 9,557 Est. Cost $48.16 Unrealized +33.3%
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $684 Shares 14,270 Est. Cost $50.36 Unrealized
UNILEVER N V -NY SHARES 0.1%
Value ($000) $656 Shares 15,980 Est. Cost $39.08 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $631 Shares 5,255 Est. Cost $73.11 Unrealized +24.3%
HARRIS CORP DEL COM 0.1%
Value ($000) $618 Shares 6,030 Est. Cost $56.12 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $594 Shares 5,760 Est. Cost $69.02 Unrealized +18.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $584 Shares 7,056 Est. Cost $76.04 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $582 Shares 8,195 Est. Cost $37.24 Unrealized +60.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $564 Shares 8,342 Est. Cost $20.60 Unrealized +64.9%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $560 Shares 6,598 Est. Cost $121.55 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.1%
Value ($000) $556 Shares 11,221 Est. Cost $52.28 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $538 Shares 5,140 Est. Cost $101.32 Unrealized
SHIRE PLC SPONS ADR 0.1%
Value ($000) $536 Shares 3,145 Est. Cost $185.13 Unrealized
BUD ANHEUSER-BUSCH INVEV SPONS ADR 0.1%
Value ($000) $528 Shares 5,001 Est. Cost $112.38 Unrealized
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $526 Shares 4,770 Est. Cost $110.05 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $521 Shares 24,008 Est. Cost $18.15 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $518 Shares 3,767 Est. Cost $92.11 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $506 Shares 9,640 Est. Cost $58.51 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $488 Shares 22,079 Est. Cost $12.07 Unrealized +29.9%
HAS HASBRO INC COM 0.1%
Value ($000) $473 Shares 6,080 Est. Cost $54.71 Unrealized +10.6%
KO COCA COLA CO 0.1%
Value ($000) $470 Shares 11,335 Est. Cost $29.58 Unrealized +5.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $470 Shares 11,550 Est. Cost $23.04 Unrealized +30.8%
L-3 COM HLDGS INC 0.1%
Value ($000) $462 Shares 3,035 Est. Cost $85.69 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.1%
Value ($000) $455 Shares 14,110 Est. Cost $24.09 Unrealized
ABT ABBOTT LABS INC 0.1%
Value ($000) $446 Shares 11,605 Est. Cost $34.65 Unrealized -2.9%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $444 Shares 9,325 Est. Cost $30.57 Unrealized +23.1%
DTE DTE ENERGY CO 0.1%
Value ($000) $425 Shares 4,305 Est. Cost $49.98 Unrealized +18.6%
NORDSTROM INC COM 0.1%
Value ($000) $420 Shares 8,770 Est. Cost $39.24 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $418 Shares 6,520 Est. Cost $19.32 Unrealized +37.4%
ACTIVISION BLIZZARD, INC 0.1%
Value ($000) $416 Shares 11,520 Est. Cost $38.80 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.1%
Value ($000) $394 Shares 12,875 Est. Cost $30.77 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $394 Shares 16,585 Est. Cost $30.61 Unrealized
ST JUDE MED INC 0.1%
Value ($000) $394 Shares 4,915 Est. Cost $78.30 Unrealized
AON PLC 0.1%
Value ($000) $388 Shares 3,475 Est. Cost $64.26 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $370 Shares 9,875 Est. Cost $41.41 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $368 Shares 6,279 Est. Cost $36.58 Unrealized +16.9%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $357 Shares 4,606 Est. Cost $51.13 Unrealized +3.0%
TGT TARGET CORP 0.1%
Value ($000) $357 Shares 4,940 Est. Cost $52.00 Unrealized +6.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $357 Shares 5,475 Est. Cost $42.27 Unrealized +23.6%
CYANOTECH CORP 0.1%
Value ($000) $354 Shares 82,400 Est. Cost $6.41 Unrealized
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $353 Shares 10,790 Est. Cost $35.52 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.1%
Value ($000) $346 Shares 9,875 Est. Cost $38.07 Unrealized
SJM JM SMUCKER CO/THE-NEW COM 0.1%
Value ($000) $339 Shares 2,650 Est. Cost $75.09 Unrealized +30.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $327 Shares 3,145 Est. Cost $50.24 Unrealized +24.6%
APH AMPHENOL CORP 0.1%
Value ($000) $326 Shares 4,846 Est. Cost $10.16 Unrealized +50.3%
WRB WR BERKLEY CORP 0.1%
Value ($000) $316 Shares 4,740 Est. Cost $11.77 Unrealized +24.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $311 Shares 2,420 Est. Cost $128.51 Unrealized
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $304 Shares 7,780 Est. Cost $37.98 Unrealized
BA BOEING CO 0.1%
Value ($000) $301 Shares 1,935 Est. Cost $120.78 Unrealized +11.8%
FLR FLUOR CORP NEW 0.1%
Value ($000) $301 Shares 5,720 Est. Cost $53.36 Unrealized -10.0%
BLV VANGUARD LONG-TERM BOND ETF 0.1%
Value ($000) $300 Shares 3,360 Est. Cost $97.66 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $297 Shares 2,535 Est. Cost $63.28 Unrealized +21.9%
TJX TJX COMPANIES 0.1%
Value ($000) $283 Shares 3,760 Est. Cost $33.23 Unrealized 0.0%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $283 Shares 7,890 Est. Cost $34.60 Unrealized
BTI BRITISH AMERN TOB PLC SPONS AD 0.1%
Value ($000) $282 Shares 2,500 Est. Cost $108.00 Unrealized
F FORD MOTOR CO DEL 0.1%
Value ($000) $280 Shares 23,060 Est. Cost $8.36 Unrealized -10.6%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $276 Shares 3,840 Est. Cost $62.33 Unrealized -11.3%
TAP MOLSON COORS-B 0.1%
Value ($000) $273 Shares 2,810 Est. Cost $57.78 Unrealized +40.0%
PSK SPDR WELLS FARGO PREFERRED 0.1%
Value ($000) $270 Shares 6,425 Est. Cost $42.02 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.1%
Value ($000) $269 Shares 10,997 Est. Cost $35.74 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $268 Shares 6,300 Est. Cost $42.54 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $260 Shares 1,120 Est. Cost $155.62 Unrealized +28.9%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $257 Shares 10,435 Est. Cost $15.42 Unrealized +13.7%
BROOKFIELD ASSET MANAGE-CL A 0.1%
Value ($000) $256 Shares 7,750 Est. Cost $31.61 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.1%
Value ($000) $255 Shares 2,083 Est. Cost $122.45 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $252 Shares 12,630 Est. Cost $13.64 Unrealized -15.8%
FDX FEDEX CORP 0.0%
Value ($000) $237 Shares 1,275 Est. Cost $140.93 Unrealized +12.3%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $235 Shares 4,587 Est. Cost $47.96 Unrealized
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $235 Shares 4,150 Est. Cost $56.63 Unrealized
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $235 Shares 3,300 Est. Cost $55.49 Unrealized +19.2%
AEP AMERICAN ELEC POWER 0.0%
Value ($000) $229 Shares 3,635 Est. Cost $44.36 Unrealized +0.8%
VO VANGUARD IND FD MID-CAP 0.0%
Value ($000) $227 Shares 1,725 Est. Cost $131.59 Unrealized
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $221 Shares 2,220 Est. Cost $80.60 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $218 Shares 5,495 Est. Cost $37.16 Unrealized 0.0%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $213 Shares 2,570 Est. Cost $61.12 Unrealized 0.0%
DIEBOLD NIXDORF INC 0.0%
Value ($000) $209 Shares 8,310 Est. Cost $33.59 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $202 Shares 3,000 Est. Cost $55.82 Unrealized 0.0%
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $202 Shares 6,530 Est. Cost $29.09 Unrealized +6.4%
TEEKAY CORP 0.0%
Value ($000) $163 Shares 20,325 Est. Cost $8.02 Unrealized
OCEAN POWER TECHNOLOGIES INC 0.0%
Value ($000) $81 Shares 27,350 Est. Cost $2.96 Unrealized