Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $551,713 (100.0% shares, 0.0% debt)

Holdings (291)

VCIT VANGUARD INTER TERM CORP BOND 2.8%
Value ($000) $15,434 Shares 176,328 Est. Cost $85.39 Unrealized
VWOB VANGUARD EMERGING MARKETS 1.8%
Value ($000) $10,190 Shares 127,228 Est. Cost $77.66 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 1.7%
Value ($000) $9,132 Shares 114,090 Est. Cost $79.42 Unrealized
CMCSA COMCAST CORP-CL A 1.6%
Value ($000) $8,670 Shares 222,756 Est. Cost $23.99 Unrealized +33.0%
POWERSHARES VARIABLE RATE PR 1.4%
Value ($000) $7,892 Shares 301,675 Est. Cost $25.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.3%
Value ($000) $7,368 Shares 178,315 Est. Cost $37.15 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.3%
Value ($000) $7,328 Shares 71,530 Est. Cost $45.44 Unrealized +85.4%
MSFT MICROSOFT CORP 1.3%
Value ($000) $6,953 Shares 100,868 Est. Cost $27.98 Unrealized +122.7%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $6,755 Shares 51,058 Est. Cost $65.20 Unrealized +54.0%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $6,736 Shares 38,605 Est. Cost $79.76 Unrealized +105.7%
VTI VANGUARD TOTAL STOCK MARKET ET 1.2%
Value ($000) $6,597 Shares 53,012 Est. Cost $87.12 Unrealized
SYY SYSCO CORP 1.2%
Value ($000) $6,535 Shares 129,834 Est. Cost $24.92 Unrealized +71.1%
BIV VANGUARD INTERMEDIATE-TERM B 1.1%
Value ($000) $6,042 Shares 71,475 Est. Cost $84.45 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $5,963 Shares 41,399 Est. Cost $19.51 Unrealized +75.8%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $5,885 Shares 117,638 Est. Cost $45.77 Unrealized
ADBE ADOBE SYS INC 1.0%
Value ($000) $5,491 Shares 38,820 Est. Cost $44.30 Unrealized +209.1%
KMB KIMBERLY-CLARK CORP 1.0%
Value ($000) $5,409 Shares 41,895 Est. Cost $65.55 Unrealized +46.8%
CB CHUBB LTD 0.9%
Value ($000) $5,203 Shares 35,785 Est. Cost $96.23 Unrealized +25.6%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.9%
Value ($000) $4,761 Shares 46,970 Est. Cost $98.08 Unrealized
POWERSHARES PREFERRED PORT 0.9%
Value ($000) $4,718 Shares 312,230 Est. Cost $14.48 Unrealized
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $4,672 Shares 5,026 Est. Cost $37.63 Unrealized +23.4%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $4,611 Shares 91,510 Est. Cost $43.42 Unrealized +11.1%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $4,592 Shares 52,691 Est. Cost $57.16 Unrealized +22.7%
VWO VANGUARD FTSE EMERGING MARKETS 0.8%
Value ($000) $4,565 Shares 111,817 Est. Cost $38.98 Unrealized
MTB M & T BK CORP 0.8%
Value ($000) $4,528 Shares 27,959 Est. Cost $77.31 Unrealized +58.3%
JACOBS ENGR GROUP INC 0.8%
Value ($000) $4,519 Shares 83,085 Est. Cost $53.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $4,460 Shares 24,050 Est. Cost $52.23 Unrealized +192.3%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.8%
Value ($000) $4,421 Shares 38,968 Est. Cost $111.99 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.8%
Value ($000) $4,297 Shares 22,368 Est. Cost $132.19 Unrealized
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $4,290 Shares 57,870 Est. Cost $46.16 Unrealized +31.4%
NKE NIKE INC CLASS B 0.8%
Value ($000) $4,288 Shares 72,670 Est. Cost $41.26 Unrealized +16.9%
PFF ISHARES S&P PREF STK ETF 0.8%
Value ($000) $4,266 Shares 108,902 Est. Cost $39.40 Unrealized
CR BARD INC 0.8%
Value ($000) $4,183 Shares 13,230 Est. Cost $108.66 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $4,139 Shares 35,834 Est. Cost $59.23 Unrealized +48.9%
ITW ILLINOIS TOOL WORKS 0.7%
Value ($000) $4,063 Shares 28,367 Est. Cost $50.80 Unrealized +123.1%
USB US BANCORP 0.7%
Value ($000) $4,061 Shares 78,215 Est. Cost $26.13 Unrealized +41.5%
GNTX GENTEX CORP 0.7%
Value ($000) $4,002 Shares 210,985 Est. Cost $14.42 Unrealized +35.2%
YUM YUM! BRANDS INC 0.7%
Value ($000) $3,913 Shares 53,044 Est. Cost $40.30 Unrealized +48.0%
PFE PFIZER INC 0.7%
Value ($000) $3,830 Shares 114,030 Est. Cost $16.74 Unrealized +29.1%
INTC INTEL CORP 0.7%
Value ($000) $3,816 Shares 113,099 Est. Cost $19.42 Unrealized +52.2%
T AT & T INC 0.7%
Value ($000) $3,799 Shares 100,702 Est. Cost $11.79 Unrealized +35.0%
ELV ANTHEM INC 0.7%
Value ($000) $3,785 Shares 20,120 Est. Cost $107.95 Unrealized +48.6%
ORCL ORACLE CORPORATION COM 0.7%
Value ($000) $3,759 Shares 74,964 Est. Cost $28.72 Unrealized +39.6%
PRAXAIR INC 0.7%
Value ($000) $3,718 Shares 28,053 Est. Cost $119.17 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $3,679 Shares 57,399 Est. Cost $31.73 Unrealized +46.7%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $3,673 Shares 29,701 Est. Cost $68.61 Unrealized +56.1%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,564 Shares 25,431 Est. Cost $15.84 Unrealized +73.9%
WFC WELLS FARGO & CO 0.6%
Value ($000) $3,526 Shares 63,632 Est. Cost $32.32 Unrealized +30.5%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $3,520 Shares 18,039 Est. Cost $82.01 Unrealized +95.8%
AFL AFLAC INC 0.6%
Value ($000) $3,509 Shares 45,170 Est. Cost $20.85 Unrealized +47.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $3,334 Shares 19,686 Est. Cost $119.10 Unrealized +39.7%
VLO VALERO ENERGY CORPORATION 0.6%
Value ($000) $3,329 Shares 49,345 Est. Cost $28.61 Unrealized +60.9%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $3,309 Shares 105,723 Est. Cost $18.01 Unrealized +39.2%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $3,268 Shares 40,479 Est. Cost $60.74 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $3,223 Shares 72,167 Est. Cost $27.62 Unrealized +6.9%
AQUA AMERICA INC 0.6%
Value ($000) $3,148 Shares 94,542 Est. Cost $30.22 Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $3,131 Shares 55,005 Est. Cost $25.94 Unrealized +75.2%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $3,095 Shares 20,205 Est. Cost $71.41 Unrealized +65.1%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $3,065 Shares 29,379 Est. Cost $69.97 Unrealized +4.6%
VXF VANGUARD EXTENDED MARKET ETF 0.6%
Value ($000) $3,056 Shares 29,871 Est. Cost $87.11 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.5%
Value ($000) $3,029 Shares 57,873 Est. Cost $32.05 Unrealized +23.3%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $3,028 Shares 36,535 Est. Cost $40.69 Unrealized +50.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $3,005 Shares 24,455 Est. Cost $96.99 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,937 Shares 36,499 Est. Cost $44.52 Unrealized +35.5%
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $2,922 Shares 20,760 Est. Cost $57.00 Unrealized +90.7%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $2,830 Shares 33,992 Est. Cost $77.20 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $2,814 Shares 25,835 Est. Cost $76.39 Unrealized +18.0%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.5%
Value ($000) $2,812 Shares 80,435 Est. Cost $18.32 Unrealized
LQD ISHARES IBOXX INV GRD CORP BON 0.5%
Value ($000) $2,766 Shares 22,950 Est. Cost $117.94 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $2,745 Shares 35,270 Est. Cost $47.42 Unrealized +34.9%
OXY OCCIDENTAL PETE CORP 0.5%
Value ($000) $2,703 Shares 45,155 Est. Cost $56.85 Unrealized -14.7%
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.5%
Value ($000) $2,687 Shares 96,060 Est. Cost $28.59 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $2,671 Shares 30,053 Est. Cost $68.24 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $2,626 Shares 18,638 Est. Cost $99.33 Unrealized
FICO FAIR ISAAC CORP 0.5%
Value ($000) $2,617 Shares 18,770 Est. Cost $46.20 Unrealized +189.3%
GIS GENERAL MILLS 0.5%
Value ($000) $2,587 Shares 46,697 Est. Cost $32.79 Unrealized +28.1%
XOM EXXONMOBIL CORP 0.5%
Value ($000) $2,579 Shares 31,950 Est. Cost $54.54 Unrealized +1.7%
DLS WISDOMTREE INTL S/C DVD FUND 0.5%
Value ($000) $2,550 Shares 36,674 Est. Cost $58.15 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,519 Shares 2,602 Est. Cost $37.02 Unrealized +28.9%
GPN GLOBAL PMTS INC 0.4%
Value ($000) $2,467 Shares 27,315 Est. Cost $45.73 Unrealized +79.9%
NATIONAL INSTRS CORP 0.4%
Value ($000) $2,458 Shares 61,120 Est. Cost $28.87 Unrealized
BEMIS CO 0.4%
Value ($000) $2,455 Shares 53,075 Est. Cost $39.45 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $2,433 Shares 13,235 Est. Cost $97.68 Unrealized +77.9%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,423 Shares 25,800 Est. Cost $47.51 Unrealized +50.9%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,397 Shares 27,125 Est. Cost $33.15 Unrealized +116.5%
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $2,363 Shares 39,034 Est. Cost $31.52 Unrealized +55.8%
GENERAL ELECTRIC CORP 0.4%
Value ($000) $2,324 Shares 86,024 Est. Cost $24.29 Unrealized
IBM IBM CORPORATION 0.4%
Value ($000) $2,310 Shares 15,013 Est. Cost $107.50 Unrealized -3.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $2,308 Shares 7,267 Est. Cost $210.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.4%
Value ($000) $2,307 Shares 85,210 Est. Cost $42.91 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,273 Shares 11,735 Est. Cost $48.38 Unrealized +221.9%
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $2,252 Shares 28,205 Est. Cost $80.01 Unrealized
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $2,208 Shares 20,885 Est. Cost $71.91 Unrealized +39.3%
MAGELLAN MIDSTREAM PARTNERS LP 0.4%
Value ($000) $2,174 Shares 30,510 Est. Cost $64.91 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,168 Shares 29,545 Est. Cost $31.76 Unrealized +96.9%
META FACEBOOK INC-A 0.4%
Value ($000) $2,149 Shares 14,230 Est. Cost $118.94 Unrealized +24.1%
HSIC SCHEIN HENRY INC 0.4%
Value ($000) $2,145 Shares 11,720 Est. Cost $41.67 Unrealized +67.2%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,127 Shares 62,345 Est. Cost $22.83 Unrealized +21.2%
WHR WHIRLPOOL CORPORATION COM 0.4%
Value ($000) $2,116 Shares 11,040 Est. Cost $133.08 Unrealized +37.5%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $2,101 Shares 35,241 Est. Cost $41.04 Unrealized +17.0%
TLK TELEKOMUNIKASI INDONESIA ADR 0.4%
Value ($000) $2,099 Shares 62,325 Est. Cost $35.40 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.4%
Value ($000) $2,080 Shares 42,246 Est. Cost $49.01 Unrealized
EATON VANCE CORP 0.4%
Value ($000) $2,052 Shares 43,365 Est. Cost $37.18 Unrealized
MCK MCKESSON HBOC INC 0.4%
Value ($000) $2,039 Shares 12,390 Est. Cost $131.28 Unrealized +7.8%
BB&T CORP 0.4%
Value ($000) $2,037 Shares 44,855 Est. Cost $36.81 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $2,028 Shares 24,784 Est. Cost $82.78 Unrealized
RAYTHEON COMPANY 0.4%
Value ($000) $2,004 Shares 12,410 Est. Cost $68.13 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,965 Shares 9,435 Est. Cost $77.94 Unrealized +60.0%
BLACKROCK INC CLASS A 0.4%
Value ($000) $1,958 Shares 4,635 Est. Cost $278.96 Unrealized
SRE SEMPRA ENERGY 0.4%
Value ($000) $1,953 Shares 17,321 Est. Cost $35.20 Unrealized +21.7%
AMGN AMGEN INC 0.4%
Value ($000) $1,947 Shares 11,300 Est. Cost $109.43 Unrealized +14.5%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,918 Shares 9,685 Est. Cost $60.46 Unrealized +167.9%
WYNDHAM WORL-W/I 0.3%
Value ($000) $1,864 Shares 18,560 Est. Cost $73.62 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $1,772 Shares 32,599 Est. Cost $52.58 Unrealized
ALV AUTOLIV INC 0.3%
Value ($000) $1,747 Shares 15,910 Est. Cost $45.27 Unrealized +36.5%
JPM JP MORGAN CHASE & CO 0.3%
Value ($000) $1,690 Shares 18,497 Est. Cost $50.46 Unrealized +35.8%
UGI UGI CORP NEW 0.3%
Value ($000) $1,662 Shares 34,336 Est. Cost $29.11 Unrealized +70.8%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,658 Shares 13,575 Est. Cost $95.56 Unrealized
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $1,656 Shares 14,895 Est. Cost $50.47 Unrealized +76.7%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $1,651 Shares 12,386 Est. Cost $67.81 Unrealized +45.6%
PSX PHILLIPS 66 0.3%
Value ($000) $1,643 Shares 19,870 Est. Cost $44.04 Unrealized +27.8%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $1,631 Shares 13,887 Est. Cost $49.51 Unrealized +50.0%
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,626 Shares 12,022 Est. Cost $105.36 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,620 Shares 19,410 Est. Cost $74.60 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,610 Shares 14,560 Est. Cost $57.10 Unrealized +35.4%
FDS FACTSET 0.3%
Value ($000) $1,541 Shares 9,275 Est. Cost $86.09 Unrealized +74.0%
GLW CORNING INC 0.3%
Value ($000) $1,526 Shares 50,790 Est. Cost $11.86 Unrealized +91.9%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,495 Shares 26,830 Est. Cost $39.01 Unrealized +2.3%
BLACKROCK FLOAT RT INCOME ST 0.3%
Value ($000) $1,416 Shares 100,595 Est. Cost $14.29 Unrealized
DRI DARDEN RESTAURANTS 0.3%
Value ($000) $1,401 Shares 15,490 Est. Cost $37.55 Unrealized +83.2%
CSX CSX CORPORATION 0.2%
Value ($000) $1,379 Shares 25,270 Est. Cost $7.11 Unrealized +114.1%
MA MASTERCARD INC-A 0.2%
Value ($000) $1,333 Shares 10,975 Est. Cost $93.46 Unrealized +21.0%
PANERA BREAD COMPANY 0.2%
Value ($000) $1,330 Shares 4,225 Est. Cost $184.60 Unrealized
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,312 Shares 69,950 Est. Cost $15.06 Unrealized +17.1%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,310 Shares 12,195 Est. Cost $61.72 Unrealized +36.2%
DIS WALT DISNEY COMPANY 0.2%
Value ($000) $1,303 Shares 12,260 Est. Cost $88.36 Unrealized +16.0%
ABBV ABBVIE INC 0.2%
Value ($000) $1,294 Shares 17,856 Est. Cost $37.36 Unrealized +25.7%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,284 Shares 8,975 Est. Cost $61.71 Unrealized +86.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,277 Shares 5,750 Est. Cost $194.25 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $1,261 Shares 2,210 Est. Cost $407.86 Unrealized +59.6%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,245 Shares 18,902 Est. Cost $58.30 Unrealized -4.3%
DHR DANAHER CORP 0.2%
Value ($000) $1,243 Shares 14,719 Est. Cost $32.18 Unrealized +123.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.2%
Value ($000) $1,234 Shares 9,655 Est. Cost $106.74 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,197 Shares 48,490 Est. Cost $21.26 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,166 Shares 4,819 Est. Cost $174.15 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $1,126 Shares 23,535 Est. Cost $28.35 Unrealized +23.8%
DWX SPDR S&P INTER DVD ETF 0.2%
Value ($000) $1,107 Shares 28,295 Est. Cost $41.53 Unrealized
V VISA INC-CLASS A 0.2%
Value ($000) $1,099 Shares 11,720 Est. Cost $75.34 Unrealized +16.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,091 Shares 12,943 Est. Cost $59.62 Unrealized +17.9%
VNQI VANGUARD GLBL EX-US REAL EST 0.2%
Value ($000) $1,076 Shares 19,131 Est. Cost $53.20 Unrealized
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,073 Shares 26,195 Est. Cost $42.21 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,065 Shares 9,147 Est. Cost $85.47 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,060 Shares 14,285 Est. Cost $49.52 Unrealized +4.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,019 Shares 11,475 Est. Cost $59.06 Unrealized +14.5%
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,019 Shares 4 Est. Cost $165023.42 Unrealized +51.3%
CAC CAMDEN NATIONAL CORP 0.2%
Value ($000) $1,017 Shares 23,692 Est. Cost $22.06 Unrealized +39.0%
VXUS VANGUARD TOTAL INTL STOCK ET 0.2%
Value ($000) $1,011 Shares 19,462 Est. Cost $47.13 Unrealized
ONEOK PARTNERS LP 0.2%
Value ($000) $1,007 Shares 19,720 Est. Cost $39.60 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,006 Shares 11,356 Est. Cost $33.91 Unrealized +76.0%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $999 Shares 12,354 Est. Cost $41.83 Unrealized +41.8%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $999 Shares 34,220 Est. Cost $19.67 Unrealized +13.5%
ABT ABBOTT LABS INC 0.2%
Value ($000) $998 Shares 20,512 Est. Cost $35.74 Unrealized +8.9%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $995 Shares 8,357 Est. Cost $73.49 Unrealized
PPL PPL CORPORATION 0.2%
Value ($000) $993 Shares 25,670 Est. Cost $17.41 Unrealized +50.9%
DOW CHEMICAL COMPANY 0.2%
Value ($000) $992 Shares 15,730 Est. Cost $36.68 Unrealized
MIDD MIDDLEBY CORP 0.2%
Value ($000) $990 Shares 8,150 Est. Cost $91.43 Unrealized +44.4%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.2%
Value ($000) $989 Shares 29,790 Est. Cost $40.94 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $986 Shares 12,650 Est. Cost $43.74 Unrealized +52.5%
KMI KINDER MORGAN INC 0.2%
Value ($000) $980 Shares 51,124 Est. Cost $22.82 Unrealized -45.3%
MONSANTO CO NEW 0.2%
Value ($000) $973 Shares 8,214 Est. Cost $101.28 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $965 Shares 12,400 Est. Cost $37.44 Unrealized +80.3%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $947 Shares 14,518 Est. Cost $57.84 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $942 Shares 12,289 Est. Cost $45.34 Unrealized +18.5%
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $940 Shares 17,231 Est. Cost $34.93 Unrealized +53.1%
IVOO VANGUARD S&P MID CAP 400 ETF 0.2%
Value ($000) $936 Shares 7,970 Est. Cost $102.75 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $933 Shares 11,327 Est. Cost $51.77 Unrealized +37.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $929 Shares 38,282 Est. Cost $15.15 Unrealized +26.1%
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $918 Shares 17,690 Est. Cost $37.24 Unrealized +23.0%
ROCKWELL COLLINS 0.2%
Value ($000) $916 Shares 8,715 Est. Cost $65.42 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $910 Shares 5,610 Est. Cost $81.26 Unrealized +52.3%
ANADARKO PETROLEUM CORP. 0.2%
Value ($000) $884 Shares 19,500 Est. Cost $85.95 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $861 Shares 16,582 Est. Cost $40.12 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.2%
Value ($000) $853 Shares 2,750 Est. Cost $303.38 Unrealized
ACTIVISION BLIZZARD, INC 0.2%
Value ($000) $852 Shares 14,800 Est. Cost $41.65 Unrealized
ROYAL DUTCH-ADR A 0.2%
Value ($000) $839 Shares 15,770 Est. Cost $54.07 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $820 Shares 14,840 Est. Cost $44.17 Unrealized +0.2%
RMD RESMED INC 0.1%
Value ($000) $816 Shares 10,485 Est. Cost $63.20 Unrealized +3.6%
EQT EQT CORPORATION 0.1%
Value ($000) $789 Shares 13,480 Est. Cost $37.67 Unrealized -22.5%
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $782 Shares 14,170 Est. Cost $50.47 Unrealized
UNILEVER N V -NY SHARES 0.1%
Value ($000) $767 Shares 13,870 Est. Cost $39.08 Unrealized
HAL HALLIBURTON CO COM 0.1%
Value ($000) $762 Shares 17,839 Est. Cost $38.80 Unrealized -0.3%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $747 Shares 4,670 Est. Cost $109.42 Unrealized +38.0%
HAS HASBRO INC COM 0.1%
Value ($000) $737 Shares 6,610 Est. Cost $55.93 Unrealized +36.7%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $723 Shares 14,075 Est. Cost $25.09 Unrealized +53.0%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $699 Shares 17,563 Est. Cost $25.37 Unrealized -6.1%
DE DEERE & CO. 0.1%
Value ($000) $691 Shares 5,590 Est. Cost $69.02 Unrealized +48.9%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $690 Shares 6,598 Est. Cost $121.55 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $659 Shares 4,945 Est. Cost $73.11 Unrealized +44.1%
LOW LOWES COS INC 0.1%
Value ($000) $655 Shares 8,450 Est. Cost $38.21 Unrealized +82.4%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $654 Shares 14,300 Est. Cost $41.52 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $624 Shares 8,377 Est. Cost $20.60 Unrealized +90.7%
HARRIS CORP DEL COM 0.1%
Value ($000) $601 Shares 5,510 Est. Cost $56.12 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $599 Shares 11,290 Est. Cost $58.03 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $591 Shares 9,633 Est. Cost $39.37 Unrealized +19.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $587 Shares 3,810 Est. Cost $134.01 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $577 Shares 11,240 Est. Cost $50.69 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $570 Shares 12,960 Est. Cost $43.10 Unrealized -17.7%
DVA DAVITA INC 0.1%
Value ($000) $569 Shares 8,780 Est. Cost $66.21 Unrealized -0.0%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $567 Shares 7,240 Est. Cost $65.46 Unrealized +14.1%
TJX TJX COMPANIES 0.1%
Value ($000) $559 Shares 7,750 Est. Cost $33.41 Unrealized -0.1%
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $558 Shares 4,880 Est. Cost $110.14 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $552 Shares 7,056 Est. Cost $76.04 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $547 Shares 7,020 Est. Cost $60.70 Unrealized -3.8%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $538 Shares 7,674 Est. Cost $80.48 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $537 Shares 28,223 Est. Cost $18.32 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $520 Shares 11,325 Est. Cost $23.04 Unrealized +53.2%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $508 Shares 8,560 Est. Cost $49.61 Unrealized +7.6%
KO COCA COLA CO 0.1%
Value ($000) $506 Shares 11,280 Est. Cost $29.58 Unrealized +13.8%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $492 Shares 2,945 Est. Cost $165.40 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $491 Shares 6,360 Est. Cost $19.32 Unrealized +73.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $490 Shares 9,325 Est. Cost $30.57 Unrealized +34.2%
BA BOEING CO 0.1%
Value ($000) $482 Shares 2,435 Est. Cost $128.95 Unrealized +35.6%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $462 Shares 5,220 Est. Cost $100.92 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $456 Shares 4,305 Est. Cost $49.98 Unrealized +35.9%
AON PLC 0.1%
Value ($000) $454 Shares 3,415 Est. Cost $64.26 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $435 Shares 18,190 Est. Cost $29.99 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $434 Shares 6,125 Est. Cost $50.24 Unrealized -3.8%
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $418 Shares 15,195 Est. Cost $33.42 Unrealized
F FORD MOTOR CO DEL 0.1%
Value ($000) $410 Shares 36,680 Est. Cost $8.09 Unrealized -12.4%
EEM ISHARES MSCI EMERGING MKT ETF 0.1%
Value ($000) $398 Shares 9,615 Est. Cost $38.07 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $395 Shares 3,655 Est. Cost $53.22 Unrealized +33.5%
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.1%
Value ($000) $395 Shares 12,875 Est. Cost $30.77 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $393 Shares 11,345 Est. Cost $40.51 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.1%
Value ($000) $391 Shares 14,860 Est. Cost $24.34 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $381 Shares 4,560 Est. Cost $51.13 Unrealized +15.6%
XT ISHARES EXPONENTIAL TECH ETF 0.1%
Value ($000) $375 Shares 11,790 Est. Cost $31.81 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $354 Shares 2,835 Est. Cost $66.25 Unrealized +36.3%
BTI BRITISH AMERN TOB PLC SPONS AD 0.1%
Value ($000) $343 Shares 5,000 Est. Cost $87.20 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $336 Shares 7,330 Est. Cost $51.36 Unrealized -13.2%
APH AMPHENOL CORP 0.1%
Value ($000) $335 Shares 4,526 Est. Cost $10.16 Unrealized +65.5%
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $331 Shares 6,625 Est. Cost $42.79 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $310 Shares 3,965 Est. Cost $78.18 Unrealized
SJM JM SMUCKER CO/THE-NEW COM 0.1%
Value ($000) $305 Shares 2,570 Est. Cost $75.09 Unrealized +28.2%
VFC V F CORP 0.1%
Value ($000) $305 Shares 5,295 Est. Cost $49.95 Unrealized +3.3%
BROOKFIELD ASSET MANAGE-CL A 0.1%
Value ($000) $304 Shares 7,750 Est. Cost $31.61 Unrealized
MAT MATTEL INC COM 0.1%
Value ($000) $304 Shares 14,100 Est. Cost $22.60 Unrealized 0.0%
GME GAMESTOP CORP-A 0.1%
Value ($000) $303 Shares 14,020 Est. Cost $4.68 Unrealized 0.0%
WRB WR BERKLEY CORP 0.1%
Value ($000) $302 Shares 4,370 Est. Cost $11.77 Unrealized +41.1%
SYMANTEC CORP 0.1%
Value ($000) $298 Shares 10,564 Est. Cost $28.21 Unrealized
CYANOTECH CORP 0.1%
Value ($000) $293 Shares 82,400 Est. Cost $6.41 Unrealized
MTD METTLER-TOLEDO INTL INC COM 0.1%
Value ($000) $291 Shares 495 Est. Cost $547.85 Unrealized 0.0%
PSK SPDR WELLS FARGO PREFERRED 0.1%
Value ($000) $289 Shares 6,425 Est. Cost $42.02 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $281 Shares 10,260 Est. Cost $15.42 Unrealized +39.3%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $281 Shares 7,890 Est. Cost $34.60 Unrealized
BUD ANHEUSER-BUSCH INVEV SPONS ADR 0.1%
Value ($000) $276 Shares 2,501 Est. Cost $112.38 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $272 Shares 1,250 Est. Cost $140.93 Unrealized +21.3%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $271 Shares 1,055 Est. Cost $155.62 Unrealized +39.8%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $267 Shares 4,275 Est. Cost $56.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $266 Shares 1,200 Est. Cost $198.75 Unrealized -7.1%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $259 Shares 2,375 Est. Cost $85.28 Unrealized +14.1%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $257 Shares 2,083 Est. Cost $122.45 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $255 Shares 5,495 Est. Cost $37.16 Unrealized +23.6%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $254 Shares 8,847 Est. Cost $35.74 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $252 Shares 4,587 Est. Cost $47.96 Unrealized
VO VANGUARD IND FD MID-CAP 0.0%
Value ($000) $246 Shares 1,725 Est. Cost $131.59 Unrealized
AEP AMERICAN ELEC POWER 0.0%
Value ($000) $243 Shares 3,500 Est. Cost $44.36 Unrealized +15.6%
DIEBOLD NIXDORF INC 0.0%
Value ($000) $242 Shares 8,645 Est. Cost $33.42 Unrealized
BF/B BROWN FORMAN CL B 0.0%
Value ($000) $241 Shares 4,970 Est. Cost $31.61 Unrealized +5.9%
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $236 Shares 4,375 Est. Cost $49.30 Unrealized
TAP MOLSON COORS-B 0.0%
Value ($000) $235 Shares 2,720 Est. Cost $57.78 Unrealized +28.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $231 Shares 2,850 Est. Cost $55.82 Unrealized +16.5%
TGT TARGET CORP 0.0%
Value ($000) $229 Shares 4,380 Est. Cost $51.68 Unrealized -17.6%
RIO RIO TINTO PLC SPNSD ADR 0.0%
Value ($000) $222 Shares 5,260 Est. Cost $42.21 Unrealized
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $220 Shares 6,280 Est. Cost $29.09 Unrealized +18.4%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $216 Shares 2,570 Est. Cost $61.12 Unrealized +7.3%
APACHE CORP 0.0%
Value ($000) $209 Shares 4,375 Est. Cost $47.77 Unrealized
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $209 Shares 2,070 Est. Cost $80.60 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $205 Shares 11,880 Est. Cost $13.64 Unrealized -2.2%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $204 Shares 1,675 Est. Cost $121.79 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $203 Shares 2,150 Est. Cost $67.64 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP CL A R 0.0%
Value ($000) $202 Shares 1,500 Est. Cost $120.02 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $202 Shares 1,250 Est. Cost $162.40 Unrealized 0.0%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $202 Shares 4,705 Est. Cost $42.93 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $201 Shares 5,000 Est. Cost $30.93 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $201 Shares 3,445 Est. Cost $50.21 Unrealized 0.0%
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $200 Shares 4,300 Est. Cost $46.83 Unrealized -1.8%
ITT ITT INC 0.0%
Value ($000) $200 Shares 4,990 Est. Cost $41.12 Unrealized -3.0%
UNITED FINANCIAL BANCORP INC 0.0%
Value ($000) $198 Shares 11,857 Est. Cost $16.70 Unrealized
TEEKAY CORP 0.0%
Value ($000) $136 Shares 20,325 Est. Cost $8.02 Unrealized
THAI FUND INC 0.0%
Value ($000) $91 Shares 10,500 Est. Cost $8.67 Unrealized
OCEAN POWER TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 27,350 Est. Cost $2.96 Unrealized