Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 16, 2018

Total Value ($000): $650,851 (100.0% shares, 0.0% debt)

Holdings (318)

VCIT VANGUARD INTER TERM CORP BOND 2.3%
Value ($000) $14,945 Shares 176,158 Est. Cost $85.41 Unrealized
VWOB VANGUARD EMERGING MARKETS 1.5%
Value ($000) $10,036 Shares 127,927 Est. Cost $77.73 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.5%
Value ($000) $9,536 Shares 215,509 Est. Cost $38.33 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 1.4%
Value ($000) $9,289 Shares 118,435 Est. Cost $79.42 Unrealized
POWERSHARES VARIABLE RATE PR 1.4%
Value ($000) $8,978 Shares 356,690 Est. Cost $25.21 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.3%
Value ($000) $8,754 Shares 186,322 Est. Cost $41.74 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $8,351 Shares 5,770 Est. Cost $45.78 Unrealized +56.2%
AAPL APPLE INC 1.2%
Value ($000) $8,051 Shares 47,989 Est. Cost $23.09 Unrealized +75.0%
MSFT MICROSOFT CORP 1.2%
Value ($000) $7,996 Shares 87,608 Est. Cost $28.69 Unrealized +193.8%
VTI VANGUARD TOTAL STOCK MARKET ET 1.2%
Value ($000) $7,498 Shares 55,242 Est. Cost $88.56 Unrealized
ADBE ADOBE SYS INC 1.1%
Value ($000) $7,431 Shares 34,390 Est. Cost $71.80 Unrealized +183.2%
CMCSA COMCAST CORP-CL A 1.1%
Value ($000) $7,414 Shares 216,988 Est. Cost $24.61 Unrealized +29.2%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $7,269 Shares 64,055 Est. Cost $45.44 Unrealized +117.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $7,032 Shares 129,328 Est. Cost $46.48 Unrealized
GOOGL ALPHABET INC CL A 1.0%
Value ($000) $6,749 Shares 6,508 Est. Cost $40.58 Unrealized +35.6%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $6,593 Shares 94,623 Est. Cost $68.43 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $6,425 Shares 31,120 Est. Cost $79.76 Unrealized +157.7%
SYY SYSCO CORP 1.0%
Value ($000) $6,277 Shares 104,684 Est. Cost $24.92 Unrealized +97.6%
IJH ISHARES CORE S&P MID-CAP ETF 1.0%
Value ($000) $6,216 Shares 33,137 Est. Cost $189.23 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,161 Shares 48,075 Est. Cost $66.78 Unrealized +62.3%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.9%
Value ($000) $5,912 Shares 59,315 Est. Cost $98.53 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $5,650 Shares 108,492 Est. Cost $19.58 Unrealized +104.6%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $5,504 Shares 96,830 Est. Cost $43.98 Unrealized +33.1%
BIV VANGUARD INTERMEDIATE-TERM B 0.8%
Value ($000) $5,308 Shares 64,910 Est. Cost $84.45 Unrealized
YUM YUM! BRANDS INC 0.8%
Value ($000) $5,141 Shares 60,384 Est. Cost $43.52 Unrealized +63.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $5,054 Shares 23,615 Est. Cost $72.49 Unrealized +177.5%
CB CHUBB LTD 0.8%
Value ($000) $4,962 Shares 36,275 Est. Cost $96.58 Unrealized +30.7%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $4,931 Shares 22,757 Est. Cost $105.29 Unrealized +84.8%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $4,879 Shares 113,748 Est. Cost $18.63 Unrealized +79.6%
JACOBS ENGR GROUP INC 0.7%
Value ($000) $4,800 Shares 81,145 Est. Cost $53.46 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $4,701 Shares 43,071 Est. Cost $64.87 Unrealized +37.6%
MTB M & T BK CORP 0.7%
Value ($000) $4,635 Shares 25,144 Est. Cost $77.31 Unrealized +89.6%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,588 Shares 57,867 Est. Cost $59.10 Unrealized +14.8%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $4,464 Shares 29,076 Est. Cost $68.61 Unrealized +105.2%
VLO VALERO ENERGY CORPORATION 0.7%
Value ($000) $4,437 Shares 47,825 Est. Cost $34.51 Unrealized +97.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.7%
Value ($000) $4,429 Shares 21,453 Est. Cost $132.19 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.7%
Value ($000) $4,428 Shares 39,168 Est. Cost $111.99 Unrealized
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $4,384 Shares 39,810 Est. Cost $65.55 Unrealized +31.5%
ELV ANTHEM INC 0.7%
Value ($000) $4,332 Shares 19,720 Est. Cost $107.95 Unrealized +96.2%
NKE NIKE INC CLASS B 0.7%
Value ($000) $4,243 Shares 63,855 Est. Cost $41.26 Unrealized +44.5%
META FACEBOOK INC-A 0.6%
Value ($000) $4,203 Shares 26,300 Est. Cost $144.37 Unrealized +23.5%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $4,072 Shares 25,993 Est. Cost $57.09 Unrealized +139.7%
DOWDUPONT INC 0.6%
Value ($000) $4,062 Shares 63,760 Est. Cost $69.36 Unrealized
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $4,053 Shares 88,594 Est. Cost $31.07 Unrealized +42.4%
USB US BANCORP 0.6%
Value ($000) $4,046 Shares 80,120 Est. Cost $26.36 Unrealized +51.4%
PFE PFIZER INC 0.6%
Value ($000) $4,019 Shares 113,240 Est. Cost $17.00 Unrealized +42.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.6%
Value ($000) $3,974 Shares 51,602 Est. Cost $77.35 Unrealized
AFL AFLAC INC 0.6%
Value ($000) $3,915 Shares 89,450 Est. Cost $28.93 Unrealized +27.2%
GNTX GENTEX CORP 0.6%
Value ($000) $3,802 Shares 165,155 Est. Cost $14.42 Unrealized +57.9%
MRK MERCK & CO INC 0.6%
Value ($000) $3,738 Shares 68,639 Est. Cost $33.79 Unrealized +25.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $3,691 Shares 28,520 Est. Cost $101.69 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.6%
Value ($000) $3,649 Shares 32,706 Est. Cost $89.11 Unrealized
POWERSHARES PREFERRED PORT 0.6%
Value ($000) $3,608 Shares 247,130 Est. Cost $14.50 Unrealized
EA ELECTRONIC ARTS INC 0.6%
Value ($000) $3,591 Shares 29,620 Est. Cost $83.63 Unrealized +40.9%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $3,561 Shares 49,677 Est. Cost $46.16 Unrealized +29.4%
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.5%
Value ($000) $3,538 Shares 129,280 Est. Cost $28.28 Unrealized
T AT & T INC 0.5%
Value ($000) $3,489 Shares 97,854 Est. Cost $12.01 Unrealized +31.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $3,472 Shares 17,406 Est. Cost $119.10 Unrealized +72.4%
PFF ISHARES S&P PREF STK ETF 0.5%
Value ($000) $3,466 Shares 92,262 Est. Cost $39.40 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $3,397 Shares 42,510 Est. Cost $50.93 Unrealized +38.0%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $3,389 Shares 29,719 Est. Cost $71.29 Unrealized +19.3%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.5%
Value ($000) $3,314 Shares 75,735 Est. Cost $19.91 Unrealized
DLS WISDOMTREE INTL S/C DVD FUND 0.5%
Value ($000) $3,218 Shares 42,104 Est. Cost $60.34 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $3,217 Shares 23,930 Est. Cost $77.24 Unrealized +46.4%
MPC MARATHON PETROLEUM CORPORATION 0.5%
Value ($000) $3,143 Shares 42,985 Est. Cost $32.05 Unrealized +67.7%
NATIONAL INSTRS CORP 0.5%
Value ($000) $3,136 Shares 62,005 Est. Cost $28.87 Unrealized
PRAXAIR INC 0.5%
Value ($000) $3,096 Shares 21,455 Est. Cost $119.17 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.5%
Value ($000) $3,088 Shares 63,970 Est. Cost $46.05 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.5%
Value ($000) $3,038 Shares 62,108 Est. Cost $49.08 Unrealized
PAYX PAYCHEX INC 0.5%
Value ($000) $3,027 Shares 49,145 Est. Cost $25.94 Unrealized +101.9%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $2,972 Shares 19,005 Est. Cost $71.41 Unrealized +91.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,966 Shares 18,155 Est. Cost $15.84 Unrealized +100.1%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $2,961 Shares 20,490 Est. Cost $86.15 Unrealized +36.4%
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $2,916 Shares 44,888 Est. Cost $56.85 Unrealized +1.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $2,879 Shares 12,430 Est. Cost $4.71 Unrealized +23.3%
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,836 Shares 26,745 Est. Cost $48.66 Unrealized +70.0%
BSV VANGUARD SHORT TERM BOND ETF 0.4%
Value ($000) $2,816 Shares 35,900 Est. Cost $79.68 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $2,803 Shares 37,147 Est. Cost $77.68 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,776 Shares 92,552 Est. Cost $19.53 Unrealized +33.5%
XOM EXXONMOBIL CORP 0.4%
Value ($000) $2,768 Shares 37,095 Est. Cost $54.96 Unrealized +1.4%
AMGN AMGEN INC 0.4%
Value ($000) $2,749 Shares 16,125 Est. Cost $118.68 Unrealized +21.7%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,746 Shares 17,925 Est. Cost $57.00 Unrealized +128.4%
DIS WALT DISNEY COMPANY 0.4%
Value ($000) $2,729 Shares 27,170 Est. Cost $93.52 Unrealized +8.0%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,706 Shares 11,875 Est. Cost $73.09 Unrealized +165.6%
ALV AUTOLIV INC 0.4%
Value ($000) $2,693 Shares 18,455 Est. Cost $48.30 Unrealized +76.5%
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $2,683 Shares 24,394 Est. Cost $58.29 Unrealized +56.9%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $2,681 Shares 17,653 Est. Cost $99.33 Unrealized
GPN GLOBAL PMTS INC 0.4%
Value ($000) $2,657 Shares 23,825 Est. Cost $45.73 Unrealized +130.0%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,623 Shares 54,847 Est. Cost $27.62 Unrealized +19.6%
LQD ISHARES IBOXX INV GRD CORP BON 0.4%
Value ($000) $2,621 Shares 22,330 Est. Cost $117.93 Unrealized
IBM IBM CORPORATION 0.4%
Value ($000) $2,589 Shares 16,878 Est. Cost $106.67 Unrealized +0.6%
WAT WATERS CORP 0.4%
Value ($000) $2,564 Shares 12,905 Est. Cost $97.68 Unrealized +111.7%
MMM 3M CO 0.4%
Value ($000) $2,531 Shares 11,530 Est. Cost $89.82 Unrealized +67.2%
BB&T CORP 0.4%
Value ($000) $2,511 Shares 48,245 Est. Cost $37.65 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND 0.4%
Value ($000) $2,471 Shares 52,815 Est. Cost $46.89 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $2,458 Shares 37,784 Est. Cost $31.52 Unrealized +86.9%
RAYTHEON COMPANY 0.4%
Value ($000) $2,419 Shares 11,210 Est. Cost $68.13 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $2,387 Shares 34,955 Est. Cost $41.27 Unrealized +42.9%
SDY SPDR S&P DIVIDEND ETF 0.4%
Value ($000) $2,385 Shares 26,153 Est. Cost $69.29 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value ($000) $2,351 Shares 32,355 Est. Cost $40.69 Unrealized +38.8%
WYNDHAM WORL-W/I 0.4%
Value ($000) $2,333 Shares 20,385 Est. Cost $76.94 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,322 Shares 27,605 Est. Cost $31.76 Unrealized +135.8%
FICO FAIR ISAAC CORP 0.4%
Value ($000) $2,319 Shares 13,690 Est. Cost $46.20 Unrealized +261.5%
MA MASTERCARD INC-A 0.4%
Value ($000) $2,310 Shares 13,190 Est. Cost $101.55 Unrealized +61.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $2,286 Shares 6,688 Est. Cost $210.72 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,263 Shares 41,342 Est. Cost $52.98 Unrealized
BEMIS CO 0.3%
Value ($000) $2,225 Shares 51,115 Est. Cost $39.45 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,212 Shares 42,192 Est. Cost $32.68 Unrealized +46.0%
AQUA AMERICA INC 0.3%
Value ($000) $2,208 Shares 64,818 Est. Cost $30.22 Unrealized
EATON VANCE CORP 0.3%
Value ($000) $2,183 Shares 39,200 Est. Cost $37.18 Unrealized
GIS GENERAL MILLS 0.3%
Value ($000) $2,158 Shares 47,907 Est. Cost $33.01 Unrealized +24.1%
BLACKROCK INC CLASS A 0.3%
Value ($000) $2,119 Shares 3,912 Est. Cost $282.17 Unrealized
HRL HORMEL FOODS CORP 0.3%
Value ($000) $2,115 Shares 61,635 Est. Cost $22.83 Unrealized +21.2%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.3%
Value ($000) $2,096 Shares 14,955 Est. Cost $118.02 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $2,088 Shares 19,650 Est. Cost $33.15 Unrealized +203.6%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,074 Shares 8,565 Est. Cost $208.38 Unrealized
V VISA INC-CLASS A 0.3%
Value ($000) $2,048 Shares 17,120 Est. Cost $84.48 Unrealized +35.8%
WHR WHIRLPOOL CORPORATION COM 0.3%
Value ($000) $2,041 Shares 13,330 Est. Cost $139.63 Unrealized +19.6%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,038 Shares 9,227 Est. Cost $60.46 Unrealized +201.0%
FDS FACTSET 0.3%
Value ($000) $1,974 Shares 9,895 Est. Cost $90.88 Unrealized +105.5%
RMD RESMED INC 0.3%
Value ($000) $1,971 Shares 20,015 Est. Cost $69.32 Unrealized +26.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.3%
Value ($000) $1,946 Shares 24,353 Est. Cost $82.77 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $1,934 Shares 10,265 Est. Cost $135.03 Unrealized +25.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,930 Shares 30,520 Est. Cost $40.47 Unrealized +18.9%
BLACKROCK FLOAT RT INCOME ST 0.3%
Value ($000) $1,890 Shares 130,060 Est. Cost $14.29 Unrealized
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $1,799 Shares 26,890 Est. Cost $58.98 Unrealized +12.1%
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $1,780 Shares 14,045 Est. Cost $111.73 Unrealized
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $1,780 Shares 17,740 Est. Cost $55.86 Unrealized +56.7%
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,751 Shares 11,927 Est. Cost $106.61 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,745 Shares 28,054 Est. Cost $44.52 Unrealized +25.4%
ABBV ABBVIE INC 0.3%
Value ($000) $1,740 Shares 18,380 Est. Cost $38.81 Unrealized +102.3%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $1,714 Shares 13,625 Est. Cost $95.56 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,707 Shares 17,789 Est. Cost $44.04 Unrealized +62.3%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,685 Shares 11,435 Est. Cost $63.46 Unrealized +109.7%
CSX CSX CORPORATION 0.3%
Value ($000) $1,670 Shares 29,975 Est. Cost $8.68 Unrealized +93.6%
GLW CORNING INC 0.3%
Value ($000) $1,667 Shares 59,780 Est. Cost $13.90 Unrealized +78.5%
SRE SEMPRA ENERGY 0.3%
Value ($000) $1,656 Shares 14,890 Est. Cost $35.32 Unrealized +18.4%
ABT ABBOTT LABS INC 0.3%
Value ($000) $1,637 Shares 27,317 Est. Cost $38.76 Unrealized +35.6%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.2%
Value ($000) $1,604 Shares 24,600 Est. Cost $64.51 Unrealized
CITRIX SYS INC 0.2%
Value ($000) $1,578 Shares 17,010 Est. Cost $83.64 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,578 Shares 17,096 Est. Cost $45.89 Unrealized +34.1%
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,568 Shares 32,780 Est. Cost $42.84 Unrealized
HSIC SCHEIN HENRY INC 0.2%
Value ($000) $1,564 Shares 23,270 Est. Cost $55.46 Unrealized -0.1%
SPDR BLOOMBERG BARCLAYS HIGH Y 0.2%
Value ($000) $1,552 Shares 43,280 Est. Cost $36.39 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,521 Shares 14,090 Est. Cost $49.84 Unrealized +65.3%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $1,521 Shares 18,810 Est. Cost $75.50 Unrealized
TLK TELEKOMUNIKASI INDONESIA ADR 0.2%
Value ($000) $1,493 Shares 56,520 Est. Cost $35.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.2%
Value ($000) $1,480 Shares 60,460 Est. Cost $42.91 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,455 Shares 13,902 Est. Cost $57.83 Unrealized +47.8%
DHR DANAHER CORP 0.2%
Value ($000) $1,437 Shares 14,680 Est. Cost $33.09 Unrealized +154.7%
AZO AUTOZONE INC 0.2%
Value ($000) $1,434 Shares 2,210 Est. Cost $407.86 Unrealized +75.5%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,428 Shares 14,365 Est. Cost $55.70 Unrealized +23.3%
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,417 Shares 76,280 Est. Cost $15.48 Unrealized +29.3%
MCK MCKESSON HBOC INC 0.2%
Value ($000) $1,409 Shares 10,000 Est. Cost $131.28 Unrealized +11.5%
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,403 Shares 7,871 Est. Cost $141.96 Unrealized +9.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,387 Shares 50,290 Est. Cost $21.42 Unrealized
ROYAL DUTCH-ADR A 0.2%
Value ($000) $1,365 Shares 21,395 Est. Cost $56.45 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,359 Shares 24,530 Est. Cost $44.65 Unrealized +16.2%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,342 Shares 8,435 Est. Cost $61.71 Unrealized +120.0%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,312 Shares 15,385 Est. Cost $37.55 Unrealized +102.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.2%
Value ($000) $1,301 Shares 22,300 Est. Cost $64.91 Unrealized
BROADCOM LTD 0.2%
Value ($000) $1,296 Shares 5,500 Est. Cost $256.91 Unrealized
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,293 Shares 27,540 Est. Cost $38.28 Unrealized +9.9%
DVA DAVITA INC 0.2%
Value ($000) $1,252 Shares 18,990 Est. Cost $65.04 Unrealized +12.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,240 Shares 10,337 Est. Cost $90.20 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,235 Shares 19,057 Est. Cost $57.20 Unrealized -2.5%
UGI UGI CORP NEW 0.2%
Value ($000) $1,229 Shares 27,661 Est. Cost $29.11 Unrealized +54.0%
DWX SPDR S&P INTER DVD ETF 0.2%
Value ($000) $1,221 Shares 30,475 Est. Cost $41.46 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,208 Shares 12,943 Est. Cost $59.62 Unrealized +45.9%
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,196 Shares 4 Est. Cost $165023.42 Unrealized +86.8%
ANADARKO PETROLEUM CORP. 0.2%
Value ($000) $1,178 Shares 19,500 Est. Cost $85.95 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $1,177 Shares 26,340 Est. Cost $29.04 Unrealized +10.7%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,171 Shares 4,449 Est. Cost $174.15 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,168 Shares 12,820 Est. Cost $38.73 Unrealized +103.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,152 Shares 14,892 Est. Cost $57.31 Unrealized +25.1%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $1,136 Shares 7,025 Est. Cost $144.61 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.2%
Value ($000) $1,134 Shares 18,611 Est. Cost $53.51 Unrealized
DE DEERE & CO. 0.2%
Value ($000) $1,132 Shares 7,290 Est. Cost $84.37 Unrealized +70.7%
ROCKWELL COLLINS 0.2%
Value ($000) $1,130 Shares 8,385 Est. Cost $65.42 Unrealized
VGK VANGUARD EUROPEAN ETF 0.2%
Value ($000) $1,124 Shares 19,335 Est. Cost $52.70 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $1,119 Shares 6,135 Est. Cost $140.86 Unrealized +12.5%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,111 Shares 9,550 Est. Cost $100.69 Unrealized +12.7%
BA BOEING CO 0.2%
Value ($000) $1,108 Shares 3,380 Est. Cost $164.49 Unrealized +96.3%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,077 Shares 31,180 Est. Cost $19.67 Unrealized +31.6%
INGERSOLL-RAND PLC 0.2%
Value ($000) $1,074 Shares 12,560 Est. Cost $89.17 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,061 Shares 14,075 Est. Cost $54.08 Unrealized +9.0%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $1,058 Shares 7,772 Est. Cost $73.49 Unrealized
CAC CAMDEN NATIONAL CORP 0.2%
Value ($000) $1,054 Shares 23,692 Est. Cost $22.06 Unrealized +45.0%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $1,043 Shares 20,000 Est. Cost $42.03 Unrealized +11.1%
ACTIVISION BLIZZARD, INC 0.2%
Value ($000) $1,025 Shares 15,200 Est. Cost $42.25 Unrealized
TJX TJX COMPANIES 0.2%
Value ($000) $1,015 Shares 12,445 Est. Cost $33.69 Unrealized +5.3%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $992 Shares 19,255 Est. Cost $39.44 Unrealized +16.4%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $984 Shares 7,950 Est. Cost $91.43 Unrealized +43.2%
LOW LOWES COS INC 0.2%
Value ($000) $979 Shares 11,155 Est. Cost $44.99 Unrealized +82.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $969 Shares 12,080 Est. Cost $59.44 Unrealized +13.3%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $956 Shares 11,640 Est. Cost $43.74 Unrealized +60.7%
XT ISHARES EXPONENTIAL TECH ETF 0.1%
Value ($000) $930 Shares 25,550 Est. Cost $33.85 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $927 Shares 16,015 Est. Cost $47.76 Unrealized +2.0%
IVZ INVESCO LIMITED 0.1%
Value ($000) $923 Shares 28,820 Est. Cost $24.58 Unrealized -3.9%
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $914 Shares 16,170 Est. Cost $47.13 Unrealized
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $905 Shares 16,750 Est. Cost $43.18 Unrealized
CE CELANESE CORP-A 0.1%
Value ($000) $902 Shares 9,000 Est. Cost $90.95 Unrealized -0.4%
BF/B BROWN FORMAN CL B 0.1%
Value ($000) $893 Shares 16,415 Est. Cost $39.09 Unrealized +19.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $884 Shares 857 Est. Cost $49.01 Unrealized +11.8%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $841 Shares 10,920 Est. Cost $70.38 Unrealized +15.3%
GENERAL ELECTRIC CORP 0.1%
Value ($000) $839 Shares 62,278 Est. Cost $24.29 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $825 Shares 15,800 Est. Cost $42.12 Unrealized +14.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $820 Shares 10,526 Est. Cost $41.83 Unrealized +39.8%
CMI CUMMINS INC 0.1%
Value ($000) $817 Shares 5,040 Est. Cost $81.26 Unrealized +72.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $811 Shares 16,120 Est. Cost $37.24 Unrealized +19.9%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $798 Shares 16,750 Est. Cost $35.59 Unrealized +43.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $798 Shares 11,000 Est. Cost $61.83 Unrealized +6.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $774 Shares 15,230 Est. Cost $50.95 Unrealized
HAS HASBRO INC COM 0.1%
Value ($000) $770 Shares 9,135 Est. Cost $60.02 Unrealized +16.7%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $747 Shares 7,000 Est. Cost $172.29 Unrealized
DUNKIN' BRANDS GROUP INC 0.1%
Value ($000) $744 Shares 12,455 Est. Cost $56.93 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $742 Shares 12,520 Est. Cost $42.64 Unrealized +2.6%
UNILEVER N V -NY SHARES 0.1%
Value ($000) $727 Shares 12,900 Est. Cost $39.08 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $725 Shares 6,598 Est. Cost $121.55 Unrealized
HARRIS CORP DEL COM 0.1%
Value ($000) $713 Shares 4,425 Est. Cost $56.12 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $681 Shares 14,040 Est. Cost $25.09 Unrealized +54.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $673 Shares 9,980 Est. Cost $45.34 Unrealized +14.5%
APH AMPHENOL CORP 0.1%
Value ($000) $673 Shares 7,816 Est. Cost $15.36 Unrealized +35.9%
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $671 Shares 13,740 Est. Cost $33.42 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $663 Shares 11,650 Est. Cost $32.05 Unrealized +9.2%
FLR FLUOR CORP NEW 0.1%
Value ($000) $649 Shares 11,345 Est. Cost $46.51 Unrealized +16.6%
PPL PPL CORPORATION 0.1%
Value ($000) $639 Shares 22,570 Est. Cost $17.41 Unrealized +20.0%
EQT EQT CORPORATION 0.1%
Value ($000) $627 Shares 13,190 Est. Cost $37.67 Unrealized -29.7%
ALLY ALLY FINANCIAL INC 0.1%
Value ($000) $611 Shares 22,500 Est. Cost $20.79 Unrealized +8.5%
CLX CLOROX COMPANY 0.1%
Value ($000) $605 Shares 4,545 Est. Cost $73.11 Unrealized +46.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $603 Shares 9,618 Est. Cost $39.37 Unrealized +22.5%
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $600 Shares 17,490 Est. Cost $34.17 Unrealized
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $592 Shares 5,250 Est. Cost $110.58 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $583 Shares 3,855 Est. Cost $75.72 Unrealized +56.1%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $555 Shares 3,815 Est. Cost $115.75 Unrealized -0.8%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $537 Shares 8,810 Est. Cost $38.87 Unrealized +15.1%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $520 Shares 5,690 Est. Cost $19.32 Unrealized +106.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $519 Shares 8,327 Est. Cost $20.60 Unrealized +77.5%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $515 Shares 2,475 Est. Cost $165.40 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $508 Shares 8,705 Est. Cost $46.69 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $501 Shares 6,075 Est. Cost $80.34 Unrealized
VFC V F CORP 0.1%
Value ($000) $499 Shares 6,725 Est. Cost $54.25 Unrealized +33.3%
MSI MOTOROLA SOLUTIONS, INC 0.1%
Value ($000) $496 Shares 4,715 Est. Cost $83.90 Unrealized +9.1%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $490 Shares 15,560 Est. Cost $25.37 Unrealized -15.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $481 Shares 7,356 Est. Cost $75.54 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $474 Shares 10,350 Est. Cost $55.15 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $467 Shares 24,253 Est. Cost $18.48 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $467 Shares 10,275 Est. Cost $23.04 Unrealized +51.7%
KO COCA COLA CO 0.1%
Value ($000) $459 Shares 10,565 Est. Cost $29.90 Unrealized +17.3%
KMI KINDER MORGAN INC 0.1%
Value ($000) $458 Shares 30,393 Est. Cost $22.82 Unrealized -51.5%
SYMANTEC CORP 0.1%
Value ($000) $454 Shares 17,579 Est. Cost $25.83 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $449 Shares 4,305 Est. Cost $49.98 Unrealized +34.5%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $448 Shares 8,700 Est. Cost $42.67 Unrealized +4.8%
EXC EXELON CORP 0.1%
Value ($000) $445 Shares 11,404 Est. Cost $21.66 Unrealized -5.2%
TXN TEXAS INSTRUMENTS COM 0.1%
Value ($000) $444 Shares 4,275 Est. Cost $82.58 Unrealized +5.2%
MTD METTLER-TOLEDO INTL INC COM 0.1%
Value ($000) $434 Shares 755 Est. Cost $573.43 Unrealized +9.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $428 Shares 1,700 Est. Cost $199.17 Unrealized +9.7%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $427 Shares 4,124 Est. Cost $56.17 Unrealized +37.3%
ALLERGAN PLC 0.1%
Value ($000) $421 Shares 2,500 Est. Cost $163.56 Unrealized
CYANOTECH CORP 0.1%
Value ($000) $420 Shares 82,400 Est. Cost $6.41 Unrealized
CELGENE CORP 0.1%
Value ($000) $418 Shares 4,690 Est. Cost $98.22 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $417 Shares 10,275 Est. Cost $40.49 Unrealized
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $408 Shares 8,075 Est. Cost $38.59 Unrealized +20.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $404 Shares 5,215 Est. Cost $52.20 Unrealized +7.4%
INTU INTUIT 0.1%
Value ($000) $398 Shares 2,300 Est. Cost $137.16 Unrealized +16.3%
TAP MOLSON COORS-B 0.1%
Value ($000) $397 Shares 5,275 Est. Cost $65.29 Unrealized -0.7%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $386 Shares 8,690 Est. Cost $35.32 Unrealized
AON PLC 0.1%
Value ($000) $385 Shares 2,740 Est. Cost $64.26 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $378 Shares 6,600 Est. Cost $29.95 Unrealized +4.3%
BTI BRITISH AMERN TOB PLC SPONS AD 0.1%
Value ($000) $375 Shares 6,492 Est. Cost $81.50 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $374 Shares 8,969 Est. Cost $34.48 Unrealized +4.0%
SJM JM SMUCKER CO/THE-NEW COM 0.1%
Value ($000) $368 Shares 2,965 Est. Cost $78.38 Unrealized +23.8%
AETNA INC 0.1%
Value ($000) $356 Shares 2,105 Est. Cost $175.65 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $336 Shares 5,500 Est. Cost $48.98 Unrealized +13.9%
BNS BANK OF NOVA SCOTIA HALIFAX 0.1%
Value ($000) $336 Shares 5,450 Est. Cost $41.93 Unrealized 0.0%
WIP SPDR CITI INTL GOV INFL-PROT 0.1%
Value ($000) $333 Shares 5,590 Est. Cost $59.57 Unrealized
WRB WR BERKLEY CORP 0.1%
Value ($000) $330 Shares 4,545 Est. Cost $11.99 Unrealized +45.6%
TWENTY-FIRST CENTURY FOX INC C 0.1%
Value ($000) $330 Shares 9,000 Est. Cost $34.56 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $324 Shares 1,350 Est. Cost $234.07 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $324 Shares 2,755 Est. Cost $90.41 Unrealized +29.9%
IP INTERNATIONAL PAPER COM 0.0%
Value ($000) $321 Shares 6,000 Est. Cost $39.21 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $318 Shares 1,325 Est. Cost $146.20 Unrealized +50.8%
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.0%
Value ($000) $310 Shares 10,100 Est. Cost $30.77 Unrealized
RIO RIO TINTO PLC SPNSD ADR 0.0%
Value ($000) $306 Shares 5,940 Est. Cost $43.36 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $302 Shares 9,000 Est. Cost $28.01 Unrealized +8.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $301 Shares 10,990 Est. Cost $15.83 Unrealized +35.6%
LAM RESEARCH CORP 0.0%
Value ($000) $293 Shares 1,440 Est. Cost $184.03 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $291 Shares 1,603 Est. Cost $27.78 Unrealized 0.0%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $288 Shares 4,325 Est. Cost $56.92 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $284 Shares 4,587 Est. Cost $47.96 Unrealized
PSK SPDR WELLS FARGO PREFERRED 0.0%
Value ($000) $279 Shares 6,425 Est. Cost $42.02 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $275 Shares 4,500 Est. Cost $58.95 Unrealized +2.5%
BUD ANHEUSER-BUSCH INVEV SPONS ADR 0.0%
Value ($000) $275 Shares 2,501 Est. Cost $112.38 Unrealized
TKR TIMKEN CO 0.0%
Value ($000) $274 Shares 6,005 Est. Cost $38.04 Unrealized +26.5%
GM GENERAL MOTORS CO 0.0%
Value ($000) $267 Shares 7,345 Est. Cost $35.73 Unrealized 0.0%
VO VANGUARD IND FD MID-CAP 0.0%
Value ($000) $266 Shares 1,725 Est. Cost $131.59 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $262 Shares 750 Est. Cost $155.62 Unrealized +89.1%
SBAC SBA COMMUNICATIONS CORP CL A R 0.0%
Value ($000) $256 Shares 1,500 Est. Cost $120.02 Unrealized +27.6%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $254 Shares 2,570 Est. Cost $61.12 Unrealized +28.8%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $251 Shares 2,083 Est. Cost $122.45 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $248 Shares 11,360 Est. Cost $13.64 Unrealized +8.1%
SUNTRUST BANKS INC 0.0%
Value ($000) $248 Shares 3,645 Est. Cost $68.04 Unrealized
ITT ITT INC 0.0%
Value ($000) $244 Shares 4,990 Est. Cost $41.12 Unrealized +28.4%
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $243 Shares 4,375 Est. Cost $49.30 Unrealized
WASH WASHINGTON TRUST BANCORP 0.0%
Value ($000) $239 Shares 4,450 Est. Cost $32.98 Unrealized +5.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $239 Shares 1,250 Est. Cost $184.56 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $235 Shares 2,725 Est. Cost $73.93 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $216 Shares 1,675 Est. Cost $121.79 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $215 Shares 2,835 Est. Cost $79.13 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $213 Shares 850 Est. Cost $256.81 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $205 Shares 4,065 Est. Cost $40.12 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $204 Shares 5,000 Est. Cost $30.93 Unrealized -0.3%
UNM UNUM GROUP 0.0%
Value ($000) $204 Shares 4,300 Est. Cost $46.83 Unrealized +11.6%
FISV FISERV INC WISCONSIN 0.0%
Value ($000) $200 Shares 2,810 Est. Cost $70.32 Unrealized 0.0%
UNITED FINANCIAL BANCORP INC 0.0%
Value ($000) $192 Shares 11,857 Est. Cost $16.70 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $129 Shares 11,610 Est. Cost $7.48 Unrealized 0.0%
TEEKAY CORP 0.0%
Value ($000) $82 Shares 10,175 Est. Cost $8.02 Unrealized
OCEAN POWER TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 27,350 Est. Cost $2.96 Unrealized