Carnegie Capital Asset Management, LLC Diversified Active

CIK: 0001511506 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 4, 2014

Total Value ($000): $372,868 (100.0% shares, 0.0% debt)

Holdings (210)

VTI VANGUARD INDEX FDS 2.7%
Value ($000) $10,090 Shares 105,190 Est. Cost $82.89 Unrealized
EXXON MOBIL CORP 2.5%
Value ($000) $9,189 Shares 90,801 Est. Cost $90.69 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 2.1%
Value ($000) $7,800 Shares 41,581 Est. Cost $117.50 Unrealized -9.5%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $7,588 Shares 93,208 Est. Cost $55.00 Unrealized +5.5%
BA BOEING CO 1.9%
Value ($000) $7,083 Shares 51,893 Est. Cost $80.37 Unrealized +38.0%
EXPRESS SCRIPTS HLDG CO 1.8%
Value ($000) $6,562 Shares 93,424 Est. Cost $62.43 Unrealized
GOOGLE INC 1.8%
Value ($000) $6,545 Shares 5,840 Est. Cost $883.04 Unrealized
BLACKROCK INC 1.6%
Value ($000) $5,985 Shares 18,912 Est. Cost $258.14 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $5,864 Shares 10,452 Est. Cost $13.26 Unrealized +23.5%
MCD MCDONALDS CORP 1.5%
Value ($000) $5,725 Shares 59,002 Est. Cost $71.62 Unrealized -2.2%
SPDR SERIES TRUST 1.5%
Value ($000) $5,449 Shares 134,183 Est. Cost $40.61 Unrealized
CISCO SYS INC 1.4%
Value ($000) $5,345 Shares 238,295 Est. Cost $24.20 Unrealized
NVO NOVO-NORDISK A S 1.4%
Value ($000) $5,303 Shares 28,700 Est. Cost $160.40 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $5,088 Shares 196,024 Est. Cost $17.18 Unrealized +4.4%
QCOM QUALCOMM INC 1.3%
Value ($000) $5,006 Shares 67,414 Est. Cost $45.08 Unrealized +11.7%
CEDAR FAIR L P 1.3%
Value ($000) $5,000 Shares 100,842 Est. Cost $41.60 Unrealized
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $4,983 Shares 55,296 Est. Cost $52.90 Unrealized +23.0%
DU PONT E I DE NEMOURS & CO 1.3%
Value ($000) $4,901 Shares 75,432 Est. Cost $52.78 Unrealized
NKE NIKE INC 1.3%
Value ($000) $4,870 Shares 61,927 Est. Cost $26.59 Unrealized +23.6%
USB US BANCORP DEL 1.3%
Value ($000) $4,794 Shares 118,659 Est. Cost $22.55 Unrealized +12.5%
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,726 Shares 126,325 Est. Cost $26.70 Unrealized +12.4%
PEP PEPSICO INC 1.3%
Value ($000) $4,706 Shares 56,744 Est. Cost $56.01 Unrealized +3.1%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $4,705 Shares 51,370 Est. Cost $59.70 Unrealized +10.1%
EEM ISHARES 1.3%
Value ($000) $4,679 Shares 111,940 Est. Cost $38.50 Unrealized
ORACLE CORP 1.2%
Value ($000) $4,555 Shares 119,071 Est. Cost $31.10 Unrealized
DIS DISNEY WALT CO 1.2%
Value ($000) $4,529 Shares 59,287 Est. Cost $56.11 Unrealized +9.9%
ZOETIS INC 1.2%
Value ($000) $4,428 Shares 135,449 Est. Cost $31.19 Unrealized
SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $4,355 Shares 17,833 Est. Cost $210.89 Unrealized
NATIONAL OILWELL VARCO INC 1.2%
Value ($000) $4,328 Shares 54,415 Est. Cost $69.26 Unrealized
MKC MCCORMICK & CO INC 1.1%
Value ($000) $4,234 Shares 61,431 Est. Cost $28.10 Unrealized -3.8%
ECL ECOLAB INC 1.1%
Value ($000) $4,220 Shares 40,475 Est. Cost $74.11 Unrealized +22.7%
CHD CHURCH & DWIGHT INC 1.1%
Value ($000) $4,148 Shares 62,580 Est. Cost $26.25 Unrealized +3.8%
VYM VANGUARD WHITEHALL FDS INC 1.1%
Value ($000) $4,138 Shares 66,402 Est. Cost $56.37 Unrealized
MCKESSON CORP 1.1%
Value ($000) $4,136 Shares 25,627 Est. Cost $116.26 Unrealized
POWERSHARES QQQ TRUST 1.1%
Value ($000) $4,022 Shares 45,723 Est. Cost $71.43 Unrealized
WASTE MGMT INC DEL 1.1%
Value ($000) $3,976 Shares 88,616 Est. Cost $40.33 Unrealized
MASTERCARD INC 1.0%
Value ($000) $3,765 Shares 4,506 Est. Cost $590.84 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $3,418 Shares 39,232 Est. Cost $49.60 Unrealized -3.6%
GENERAL ELECTRIC CO 0.9%
Value ($000) $3,280 Shares 117,025 Est. Cost $23.42 Unrealized
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $3,171 Shares 27,866 Est. Cost $95.29 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.9%
Value ($000) $3,170 Shares 121,926 Est. Cost $16.27 Unrealized +27.0%
VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,106 Shares 63,205 Est. Cost $50.08 Unrealized
EATON CORP PLC 0.8%
Value ($000) $3,095 Shares 40,655 Est. Cost $65.91 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $3,005 Shares 47,146 Est. Cost $21.03 Unrealized +22.2%
KINDER MORGAN ENERGY PARTNER 0.8%
Value ($000) $2,950 Shares 36,579 Est. Cost $84.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.8%
Value ($000) $2,943 Shares 44,386 Est. Cost $62.29 Unrealized
AMERICAN TOWER CORP NEW 0.8%
Value ($000) $2,926 Shares 36,659 Est. Cost $78.69 Unrealized
O REALTY INCOME CORP 0.8%
Value ($000) $2,872 Shares 76,936 Est. Cost $24.60 Unrealized -11.9%
SPDR SERIES TRUST 0.8%
Value ($000) $2,868 Shares 22,027 Est. Cost $105.38 Unrealized
TARGET CORP 0.8%
Value ($000) $2,846 Shares 44,987 Est. Cost $68.48 Unrealized
ARES CAP CORP 0.7%
Value ($000) $2,794 Shares 157,255 Est. Cost $17.29 Unrealized
RPM RPM INTL INC 0.7%
Value ($000) $2,706 Shares 65,194 Est. Cost $32.74 Unrealized +18.9%
NEOG NEOGEN CORP 0.7%
Value ($000) $2,678 Shares 58,607 Est. Cost $14.66 Unrealized +18.6%
LECO LINCOLN ELEC HLDGS INC 0.7%
Value ($000) $2,512 Shares 35,205 Est. Cost $56.41 Unrealized +24.5%
VNQ VANGUARD INDEX FDS 0.7%
Value ($000) $2,504 Shares 38,782 Est. Cost $67.64 Unrealized
AT&T INC 0.7%
Value ($000) $2,472 Shares 70,301 Est. Cost $35.26 Unrealized
SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,426 Shares 13,138 Est. Cost $163.05 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.6%
Value ($000) $2,363 Shares 37,342 Est. Cost $55.53 Unrealized
PRAXAIR INC 0.6%
Value ($000) $2,345 Shares 18,034 Est. Cost $115.40 Unrealized
BUCKEYE PARTNERS L P 0.6%
Value ($000) $2,292 Shares 32,281 Est. Cost $70.08 Unrealized
HCP INC 0.6%
Value ($000) $2,284 Shares 62,875 Est. Cost $44.89 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.6%
Value ($000) $2,269 Shares 23,857 Est. Cost $57.96 Unrealized +9.3%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,260 Shares 18,091 Est. Cost $71.36 Unrealized +1.6%
CSX CSX CORP 0.6%
Value ($000) $2,198 Shares 76,406 Est. Cost $6.66 Unrealized +10.6%
STERICYCLE INC 0.6%
Value ($000) $2,138 Shares 18,403 Est. Cost $111.30 Unrealized
IVV ISHARES 0.6%
Value ($000) $2,068 Shares 11,138 Est. Cost $160.84 Unrealized
SPDR SERIES TRUST 0.5%
Value ($000) $2,021 Shares 27,834 Est. Cost $66.52 Unrealized
IWM ISHARES 0.5%
Value ($000) $1,984 Shares 17,197 Est. Cost $106.95 Unrealized
SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,970 Shares 55,112 Est. Cost $30.83 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,950 Shares 25,955 Est. Cost $57.29 Unrealized +10.1%
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $1,941 Shares 21,370 Est. Cost $61.57 Unrealized +1.8%
HXL HEXCEL CORP NEW 0.5%
Value ($000) $1,913 Shares 42,797 Est. Cost $32.63 Unrealized +29.5%
BP BP PLC 0.5%
Value ($000) $1,863 Shares 38,320 Est. Cost $44.47 Unrealized
LKQ LKQ CORP 0.5%
Value ($000) $1,845 Shares 56,090 Est. Cost $21.75 Unrealized +34.8%
GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,638 Shares 9,240 Est. Cost $155.68 Unrealized
NEXTERA ENERGY INC 0.4%
Value ($000) $1,630 Shares 19,035 Est. Cost $81.47 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,566 Shares 18,621 Est. Cost $49.85 Unrealized +19.3%
ABBVIE INC 0.4%
Value ($000) $1,551 Shares 29,372 Est. Cost $47.39 Unrealized
3M CO 0.4%
Value ($000) $1,537 Shares 10,962 Est. Cost $109.75 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $1,533 Shares 26,216 Est. Cost $52.92 Unrealized
CLEARBRIDGE ENERGY MLP FD IN 0.4%
Value ($000) $1,466 Shares 53,874 Est. Cost $27.73 Unrealized
EFA ISHARES 0.4%
Value ($000) $1,374 Shares 20,473 Est. Cost $57.28 Unrealized
OEF ISHARES 0.4%
Value ($000) $1,358 Shares 16,495 Est. Cost $72.00 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value ($000) $1,349 Shares 26,050 Est. Cost $55.52 Unrealized
TERADATA CORP DEL 0.4%
Value ($000) $1,343 Shares 29,530 Est. Cost $53.02 Unrealized
ROSE ROCK MIDSTREAM L P 0.4%
Value ($000) $1,338 Shares 34,585 Est. Cost $36.73 Unrealized
EWY ISHARES 0.4%
Value ($000) $1,316 Shares 20,346 Est. Cost $61.64 Unrealized
DOMINION RES INC VA NEW 0.3%
Value ($000) $1,155 Shares 17,858 Est. Cost $57.02 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,155 Shares 37,692 Est. Cost $16.49 Unrealized +6.9%
ENBRIDGE ENERGY MANAGEMENT L 0.3%
Value ($000) $1,151 Shares 40,121 Est. Cost $28.71 Unrealized
SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,139 Shares 12,866 Est. Cost $78.29 Unrealized
WALGREEN CO 0.3%
Value ($000) $1,113 Shares 19,379 Est. Cost $44.21 Unrealized
SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,060 Shares 20,276 Est. Cost $42.65 Unrealized
COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,016 Shares 8,535 Est. Cost $110.57 Unrealized
NOBLE CORP PLC 0.3%
Value ($000) $947 Shares 25,282 Est. Cost $37.46 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $920 Shares 20,266 Est. Cost $27.36 Unrealized +12.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $911 Shares 8,673 Est. Cost $55.38 Unrealized +16.4%
RYDEX ETF TRUST 0.2%
Value ($000) $899 Shares 7,306 Est. Cost $123.05 Unrealized
NUANCE COMMUNICATIONS INC 0.2%
Value ($000) $897 Shares 58,998 Est. Cost $18.43 Unrealized
DOW CHEM CO 0.2%
Value ($000) $896 Shares 20,189 Est. Cost $32.90 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $894 Shares 21,734 Est. Cost $39.01 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $893 Shares 11,890 Est. Cost $36.21 Unrealized +33.6%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $882 Shares 16,595 Est. Cost $28.67 Unrealized +19.2%
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $843 Shares 24,652 Est. Cost $32.55 Unrealized
NOVARTIS A G 0.2%
Value ($000) $834 Shares 10,370 Est. Cost $70.95 Unrealized
GENESEE & WYO INC 0.2%
Value ($000) $797 Shares 8,297 Est. Cost $85.75 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $751 Shares 18,171 Est. Cost $27.76 Unrealized -2.9%
EPP ISHARES 0.2%
Value ($000) $740 Shares 15,828 Est. Cost $43.02 Unrealized
IWS ISHARES 0.2%
Value ($000) $739 Shares 11,248 Est. Cost $58.01 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $727 Shares 20,134 Est. Cost $24.40 Unrealized -0.1%
SUNOCO LOGISTICS PRTNRS L P 0.2%
Value ($000) $725 Shares 9,600 Est. Cost $63.91 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $712 Shares 7,674 Est. Cost $57.67 Unrealized +13.9%
UNP UNION PAC CORP 0.2%
Value ($000) $708 Shares 4,214 Est. Cost $57.06 Unrealized +6.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $704 Shares 6,146 Est. Cost $63.72 Unrealized +37.0%
WMT WAL-MART STORES INC 0.2%
Value ($000) $703 Shares 8,930 Est. Cost $19.98 Unrealized +1.8%
APPLIED INDL TECHNOLOGIES IN 0.2%
Value ($000) $698 Shares 14,217 Est. Cost $48.36 Unrealized
RMD RESMED INC 0.2%
Value ($000) $693 Shares 14,725 Est. Cost $40.42 Unrealized +6.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $683 Shares 13,682 Est. Cost $32.10 Unrealized +2.5%
EEMV ISHARES 0.2%
Value ($000) $681 Shares 11,691 Est. Cost $58.25 Unrealized
DDR CORP 0.2%
Value ($000) $675 Shares 43,907 Est. Cost $16.44 Unrealized
SPDR GOLD TRUST 0.2%
Value ($000) $673 Shares 5,794 Est. Cost $119.52 Unrealized
ENERGY TRANSFER PRTNRS L P 0.2%
Value ($000) $664 Shares 11,591 Est. Cost $50.81 Unrealized
SELECT SECTOR SPDR TR 0.2%
Value ($000) $663 Shares 11,951 Est. Cost $47.58 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $660 Shares 6,314 Est. Cost $63.17 Unrealized +5.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $651 Shares 36,800 Est. Cost $12.22 Unrealized +21.6%
APACHE CORP 0.2%
Value ($000) $648 Shares 7,538 Est. Cost $83.81 Unrealized
NATIONAL GRID PLC 0.2%
Value ($000) $648 Shares 9,928 Est. Cost $56.71 Unrealized
WAB WABTEC CORP 0.2%
Value ($000) $626 Shares 8,435 Est. Cost $54.76 Unrealized +15.2%
FREEPORT-MCMORAN COPPER & GO 0.2%
Value ($000) $626 Shares 16,588 Est. Cost $27.62 Unrealized
HILLENBRAND INC 0.2%
Value ($000) $618 Shares 21,000 Est. Cost $23.71 Unrealized
CONOCOPHILLIPS 0.2%
Value ($000) $612 Shares 8,665 Est. Cost $60.93 Unrealized
SELECT SECTOR SPDR TR 0.2%
Value ($000) $607 Shares 14,118 Est. Cost $39.65 Unrealized
IJR ISHARES 0.2%
Value ($000) $606 Shares 5,549 Est. Cost $90.29 Unrealized
SELECT SECTOR SPDR TR 0.2%
Value ($000) $599 Shares 8,970 Est. Cost $57.01 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $596 Shares 25,872 Est. Cost $22.65 Unrealized -12.8%
CLX CLOROX CO DEL 0.2%
Value ($000) $576 Shares 6,211 Est. Cost $60.23 Unrealized +5.9%
VNO VORNADO RLTY TR 0.1%
Value ($000) $552 Shares 6,215 Est. Cost $82.82 Unrealized
DUKE ENERGY CORP NEW 0.1%
Value ($000) $548 Shares 7,935 Est. Cost $67.90 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $546 Shares 10,766 Est. Cost $50.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $544 Shares 6,734 Est. Cost $45.18 Unrealized +13.9%
SO SOUTHERN CO 0.1%
Value ($000) $540 Shares 13,140 Est. Cost $26.74 Unrealized -8.1%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $528 Shares 16,737 Est. Cost $27.30 Unrealized
ISHARES 0.1%
Value ($000) $521 Shares 39,522 Est. Cost $12.88 Unrealized
MERCK & CO INC NEW 0.1%
Value ($000) $516 Shares 10,318 Est. Cost $46.51 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $510 Shares 9,717 Est. Cost $44.90 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $503 Shares 2,743 Est. Cost $54.58 Unrealized 0.0%
IVW ISHARES 0.1%
Value ($000) $500 Shares 5,060 Est. Cost $84.00 Unrealized
ROCK-TENN CO 0.1%
Value ($000) $495 Shares 4,718 Est. Cost $99.83 Unrealized
ONEOK PARTNERS LP 0.1%
Value ($000) $490 Shares 9,300 Est. Cost $49.80 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $489 Shares 3,036 Est. Cost $81.23 Unrealized 0.0%
MZTI LANCASTER COLONY CORP 0.1%
Value ($000) $477 Shares 5,413 Est. Cost $80.93 Unrealized +4.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $474 Shares 6,761 Est. Cost $40.02 Unrealized +20.4%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $468 Shares 1,953 Est. Cost $66.20 Unrealized +11.8%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $429 Shares 2,821 Est. Cost $88.80 Unrealized -8.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $411 Shares 10,250 Est. Cost $39.19 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $404 Shares 9,600 Est. Cost $53.67 Unrealized
RAYTHEON CO 0.1%
Value ($000) $402 Shares 4,430 Est. Cost $66.17 Unrealized
SELECT SECTOR SPDR TR 0.1%
Value ($000) $400 Shares 8,660 Est. Cost $38.32 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $393 Shares 26,000 Est. Cost $14.88 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $393 Shares 3,326 Est. Cost $87.37 Unrealized 0.0%
IWO ISHARES 0.1%
Value ($000) $393 Shares 2,900 Est. Cost $111.38 Unrealized
HEALTH CARE REIT INC 0.1%
Value ($000) $390 Shares 7,282 Est. Cost $67.04 Unrealized
GNC HLDGS INC 0.1%
Value ($000) $356 Shares 6,090 Est. Cost $54.84 Unrealized
ACCENTURE PLC IRELAND 0.1%
Value ($000) $352 Shares 4,287 Est. Cost $72.02 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $351 Shares 10,190 Est. Cost $29.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $348 Shares 2,935 Est. Cost $110.02 Unrealized +5.1%
HD HOME DEPOT INC 0.1%
Value ($000) $343 Shares 4,170 Est. Cost $56.05 Unrealized +4.8%
SELECT SECTOR SPDR TR 0.1%
Value ($000) $343 Shares 15,697 Est. Cost $19.54 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $332 Shares 1,869 Est. Cost $155.16 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $331 Shares 4,224 Est. Cost $24.98 Unrealized +24.9%
SELECT SECTOR SPDR TR 0.1%
Value ($000) $330 Shares 8,685 Est. Cost $38.00 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $328 Shares 2,552 Est. Cost $75.97 Unrealized +25.1%
GOVERNMENT PPTYS INCOME TR 0.1%
Value ($000) $323 Shares 13,000 Est. Cost $25.23 Unrealized
IHI ISHARES 0.1%
Value ($000) $311 Shares 3,350 Est. Cost $78.63 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $304 Shares 3,580 Est. Cost $73.53 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $304 Shares 5,992 Est. Cost $33.21 Unrealized +24.3%
WHOLE FOODS MKT INC 0.1%
Value ($000) $303 Shares 5,237 Est. Cost $57.86 Unrealized
SEADRILL LIMITED 0.1%
Value ($000) $301 Shares 7,325 Est. Cost $40.79 Unrealized
SAFEGUARD SCIENTIFICS INC 0.1%
Value ($000) $288 Shares 14,357 Est. Cost $16.05 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $288 Shares 3,826 Est. Cost $66.22 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $274 Shares 5,900 Est. Cost $46.61 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $269 Shares 2,947 Est. Cost $57.50 Unrealized +5.8%
IXC ISHARES 0.1%
Value ($000) $268 Shares 6,206 Est. Cost $38.22 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $262 Shares 5,960 Est. Cost $27.71 Unrealized +8.5%
MARATHON PETE CORP 0.1%
Value ($000) $261 Shares 2,850 Est. Cost $91.58 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $259 Shares 12,306 Est. Cost $11.47 Unrealized +14.0%
IXJ ISHARES 0.1%
Value ($000) $257 Shares 2,987 Est. Cost $74.32 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.1%
Value ($000) $256 Shares 8,572 Est. Cost $30.45 Unrealized
DE DEERE & CO 0.1%
Value ($000) $256 Shares 2,801 Est. Cost $68.02 Unrealized -0.8%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $255 Shares 4,770 Est. Cost $49.90 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $254 Shares 6,850 Est. Cost $35.04 Unrealized
IGF ISHARES 0.1%
Value ($000) $247 Shares 6,350 Est. Cost $35.18 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $247 Shares 6,428 Est. Cost $35.02 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $247 Shares 5,930 Est. Cost $35.61 Unrealized
SPDR SERIES TRUST 0.1%
Value ($000) $242 Shares 3,065 Est. Cost $69.60 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $239 Shares 3,160 Est. Cost $38.97 Unrealized +4.9%
EQUITY RESIDENTIAL 0.1%
Value ($000) $233 Shares 4,500 Est. Cost $58.04 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $228 Shares 6,455 Est. Cost $34.62 Unrealized
TIME WARNER INC 0.1%
Value ($000) $223 Shares 3,200 Est. Cost $65.94 Unrealized
ISHARES 0.1%
Value ($000) $223 Shares 14,123 Est. Cost $15.12 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $219 Shares 4,873 Est. Cost $39.03 Unrealized
AGL RES INC 0.1%
Value ($000) $217 Shares 4,600 Est. Cost $46.09 Unrealized
CLIFFS NAT RES INC 0.1%
Value ($000) $213 Shares 8,136 Est. Cost $26.18 Unrealized
CHART INDS INC 0.1%
Value ($000) $212 Shares 2,220 Est. Cost $95.50 Unrealized
ITOT ISHARES 0.1%
Value ($000) $211 Shares 2,495 Est. Cost $77.07 Unrealized
VANGUARD WORLD FDS 0.1%
Value ($000) $210 Shares 2,350 Est. Cost $89.36 Unrealized
IYE ISHARES 0.1%
Value ($000) $209 Shares 4,145 Est. Cost $50.42 Unrealized
CVS CVS CAREMARK CORPORATION 0.1%
Value ($000) $203 Shares 2,832 Est. Cost $42.78 Unrealized +8.2%
CREE INC 0.1%
Value ($000) $200 Shares 3,200 Est. Cost $62.50 Unrealized
LMP REAL ESTATE INCOME FD IN 0.0%
Value ($000) $143 Shares 14,190 Est. Cost $11.83 Unrealized