Alpha Cubed Investments, LLC Diversified Active

CIK: 0001580830 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 9, 2015

Total Value ($000): $381,524 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 8.5%
Value ($000) $32,445 Shares 271,509 Est. Cost $24.32 Unrealized +8.1%
PG PROCTER & GAMBLE CO 3.9%
Value ($000) $14,970 Shares 195,995 Est. Cost $61.04 Unrealized -7.7%
GILD GILEAD SCIENCES INC 3.3%
Value ($000) $12,559 Shares 116,145 Est. Cost $54.75 Unrealized +41.6%
GM GENERAL MTRS CO 3.1%
Value ($000) $11,672 Shares 334,354 Est. Cost $25.19 Unrealized -4.1%
GENERAL ELECTRIC CO 2.7%
Value ($000) $10,239 Shares 354,034 Est. Cost $26.12 Unrealized
BAC BANK AMER CORP 2.6%
Value ($000) $9,952 Shares 593,091 Est. Cost $12.31 Unrealized +9.2%
ABBV ABBVIE INC 2.3%
Value ($000) $8,945 Shares 150,209 Est. Cost $40.71 Unrealized +4.4%
CSCO CISCO SYS INC 2.0%
Value ($000) $7,623 Shares 264,243 Est. Cost $16.61 Unrealized +17.8%
MCD MCDONALDS CORP 2.0%
Value ($000) $7,531 Shares 67,092 Est. Cost $71.00 Unrealized +6.1%
BLACKROCK FLOAT RATE OME STR 1.9%
Value ($000) $7,068 Shares 542,430 Est. Cost $13.61 Unrealized
PFF ISHARES TR 1.7%
Value ($000) $6,438 Shares 163,972 Est. Cost $39.47 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $6,378 Shares 40,323 Est. Cost $101.55 Unrealized +14.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $6,357 Shares 120,770 Est. Cost $34.61 Unrealized +12.4%
MRK MERCK & CO INC NEW 1.6%
Value ($000) $6,260 Shares 114,526 Est. Cost $40.05 Unrealized -4.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $6,085 Shares 60,231 Est. Cost $73.04 Unrealized -0.8%
ORCL ORACLE CORP 1.6%
Value ($000) $5,960 Shares 153,448 Est. Cost $34.54 Unrealized -4.7%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $5,902 Shares 125,886 Est. Cost $27.46 Unrealized -1.6%
TIP ISHARES TR 1.5%
Value ($000) $5,881 Shares 53,002 Est. Cost $112.18 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $5,676 Shares 167,641 Est. Cost $25.96 Unrealized -12.9%
AIG AMERICAN INTL GROUP INC 1.5%
Value ($000) $5,554 Shares 88,068 Est. Cost $40.07 Unrealized +17.8%
META FACEBOOK INC 1.4%
Value ($000) $5,420 Shares 53,157 Est. Cost $76.21 Unrealized +19.6%
PRICELINE GRP INC 1.4%
Value ($000) $5,309 Shares 3,651 Est. Cost $1173.47 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $5,176 Shares 80,565 Est. Cost $39.85 Unrealized +24.5%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $5,131 Shares 52,141 Est. Cost $113.03 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $5,014 Shares 40,550 Est. Cost $75.56 Unrealized +19.7%
BA BOEING CO 1.3%
Value ($000) $4,909 Shares 33,155 Est. Cost $116.64 Unrealized +5.7%
IEF ISHARES TR 1.3%
Value ($000) $4,871 Shares 45,519 Est. Cost $107.01 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $4,868 Shares 81,925 Est. Cost $46.43 Unrealized -4.9%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $4,771 Shares 46,312 Est. Cost $68.95 Unrealized -1.7%
C CITIGROUP INC 1.2%
Value ($000) $4,450 Shares 83,690 Est. Cost $38.68 Unrealized +5.4%
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $4,092 Shares 51,357 Est. Cost $79.65 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $4,054 Shares 6,477 Est. Cost $19.25 Unrealized +31.3%
DIS DISNEY WALT CO 1.0%
Value ($000) $3,949 Shares 34,716 Est. Cost $99.14 Unrealized +0.6%
DOW CHEM CO 1.0%
Value ($000) $3,834 Shares 74,205 Est. Cost $51.30 Unrealized
AAL AMERICAN AIRLS GROUP INC 1.0%
Value ($000) $3,728 Shares 80,647 Est. Cost $43.11 Unrealized -9.3%
PRU PRUDENTIAL FINL INC 0.9%
Value ($000) $3,557 Shares 43,113 Est. Cost $51.42 Unrealized +3.1%
MS MORGAN STANLEY 0.9%
Value ($000) $3,515 Shares 106,606 Est. Cost $26.27 Unrealized +3.8%
WFC WELLS FARGO & CO NEW 0.9%
Value ($000) $3,502 Shares 64,679 Est. Cost $35.18 Unrealized +16.8%
CWB SPDR SERIES TRUST 0.9%
Value ($000) $3,265 Shares 70,126 Est. Cost $47.20 Unrealized
WT WISDOMTREE INVTS INC 0.8%
Value ($000) $3,173 Shares 165,015 Est. Cost $11.92 Unrealized +76.6%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $2,735 Shares 37,332 Est. Cost $66.24 Unrealized 0.0%
MET METLIFE INC 0.7%
Value ($000) $2,582 Shares 51,251 Est. Cost $30.13 Unrealized +9.2%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,432 Shares 26,940 Est. Cost $51.88 Unrealized +30.5%
F FORD MTR CO DEL 0.6%
Value ($000) $2,230 Shares 150,600 Est. Cost $8.49 Unrealized -4.0%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $2,179 Shares 13,535 Est. Cost $29.50 Unrealized 0.0%
LAM RESEARCH CORP 0.5%
Value ($000) $2,077 Shares 27,122 Est. Cost $79.95 Unrealized
MMM 3M CO 0.5%
Value ($000) $2,075 Shares 13,197 Est. Cost $82.28 Unrealized +6.4%
SSO PROSHARES TR 0.5%
Value ($000) $2,026 Shares 31,033 Est. Cost $65.29 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $1,976 Shares 21,269 Est. Cost $55.43 Unrealized -10.1%
TNA DIREXION SHS ETF TR 0.5%
Value ($000) $1,940 Shares 28,218 Est. Cost $68.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,937 Shares 16,448 Est. Cost $63.29 Unrealized +59.9%
FIREEYE INC 0.5%
Value ($000) $1,875 Shares 71,702 Est. Cost $33.07 Unrealized
ALLERGAN PLC 0.5%
Value ($000) $1,776 Shares 5,757 Est. Cost $308.49 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.5%
Value ($000) $1,767 Shares 36,000 Est. Cost $35.77 Unrealized +35.1%
NFLX NETFLIX INC 0.5%
Value ($000) $1,735 Shares 16,010 Est. Cost $9.68 Unrealized +10.9%
WHR WHIRLPOOL CORP 0.5%
Value ($000) $1,723 Shares 10,757 Est. Cost $158.13 Unrealized +7.0%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,599 Shares 7,692 Est. Cost $205.79 Unrealized
SDY SPDR SERIES TRUST 0.4%
Value ($000) $1,539 Shares 19,799 Est. Cost $78.11 Unrealized
POWERSHARES QQQ TRUST 0.4%
Value ($000) $1,523 Shares 13,439 Est. Cost $104.79 Unrealized
LNC LINCOLN NATL CORP IND 0.4%
Value ($000) $1,483 Shares 27,717 Est. Cost $33.06 Unrealized +10.2%
T AT&T INC 0.4%
Value ($000) $1,466 Shares 43,762 Est. Cost $11.42 Unrealized +7.4%
CHINA MOBILE LIMITED 0.4%
Value ($000) $1,449 Shares 24,020 Est. Cost $58.80 Unrealized
UAA UNDER ARMOUR INC 0.4%
Value ($000) $1,371 Shares 14,415 Est. Cost $47.53 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.4%
Value ($000) $1,355 Shares 17,220 Est. Cost $77.73 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,333 Shares 21,283 Est. Cost $21.53 Unrealized +8.4%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,305 Shares 10,554 Est. Cost $128.18 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,274 Shares 15,050 Est. Cost $76.67 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,215 Shares 16,462 Est. Cost $39.59 Unrealized +43.8%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1,203 Shares 37,724 Est. Cost $68.00 Unrealized
FITBIT INC 0.3%
Value ($000) $1,199 Shares 29,577 Est. Cost $40.54 Unrealized
QIHOO 360 TECHNOLOGY CO LTD 0.3%
Value ($000) $1,179 Shares 20,647 Est. Cost $67.71 Unrealized
CELGENE CORP 0.3%
Value ($000) $1,172 Shares 9,547 Est. Cost $113.08 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,142 Shares 33,775 Est. Cost $19.35 Unrealized +6.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,121 Shares 7,089 Est. Cost $119.60 Unrealized 0.0%
NVS NOVARTIS A G 0.3%
Value ($000) $1,086 Shares 12,014 Est. Cost $80.40 Unrealized
QLD PROSHARES TR 0.3%
Value ($000) $1,066 Shares 13,231 Est. Cost $80.57 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $1,054 Shares 17,815 Est. Cost $42.36 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.3%
Value ($000) $1,046 Shares 22,613 Est. Cost $26.74 Unrealized +38.3%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $1,031 Shares 16,951 Est. Cost $61.24 Unrealized +17.8%
IWM ISHARES TR 0.3%
Value ($000) $1,022 Shares 8,862 Est. Cost $120.75 Unrealized
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $1,007 Shares 11,657 Est. Cost $76.95 Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $967 Shares 10,390 Est. Cost $11.77 Unrealized +62.9%
NUVEEN ARIZ PREM INCOME MUN 0.2%
Value ($000) $933 Shares 61,726 Est. Cost $14.77 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $899 Shares 6,710 Est. Cost $87.48 Unrealized
CEPHEID 0.2%
Value ($000) $896 Shares 26,817 Est. Cost $44.03 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $895 Shares 10,813 Est. Cost $56.03 Unrealized -12.4%
ABT ABBOTT LABS 0.2%
Value ($000) $877 Shares 19,583 Est. Cost $29.57 Unrealized +31.2%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $872 Shares 10,406 Est. Cost $82.91 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $860 Shares 20,100 Est. Cost $43.45 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $851 Shares 15,995 Est. Cost $53.20 Unrealized
V VISA INC 0.2%
Value ($000) $845 Shares 10,891 Est. Cost $61.93 Unrealized +7.2%
SLF SUN LIFE FINL INC 0.2%
Value ($000) $842 Shares 24,972 Est. Cost $34.04 Unrealized -4.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $820 Shares 22,760 Est. Cost $35.85 Unrealized 0.0%
MA MASTERCARD INC 0.2%
Value ($000) $809 Shares 8,171 Est. Cost $86.11 Unrealized +2.6%
SYK STRYKER CORP 0.2%
Value ($000) $778 Shares 8,136 Est. Cost $63.06 Unrealized +39.4%
WAB WABTEC CORP 0.2%
Value ($000) $776 Shares 9,365 Est. Cost $89.85 Unrealized 0.0%
E M C CORP MASS 0.2%
Value ($000) $759 Shares 28,945 Est. Cost $25.15 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $758 Shares 4,040 Est. Cost $133.78 Unrealized +18.8%
PROSHARES TR 0.2%
Value ($000) $708 Shares 19,074 Est. Cost $36.54 Unrealized
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $705 Shares 10,507 Est. Cost $51.37 Unrealized -17.3%
HEDJ WISDOMTREE TR 0.2%
Value ($000) $698 Shares 11,480 Est. Cost $60.19 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $694 Shares 25,357 Est. Cost $21.21 Unrealized -7.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $677 Shares 10,826 Est. Cost $39.71 Unrealized +14.1%
LINKEDIN CORP 0.2%
Value ($000) $666 Shares 2,764 Est. Cost $240.96 Unrealized
BARRACUDA NETWORKS INC 0.2%
Value ($000) $652 Shares 34,000 Est. Cost $29.66 Unrealized
PCG PG&E CORP 0.2%
Value ($000) $651 Shares 12,189 Est. Cost $49.88 Unrealized -5.7%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $645 Shares 5,658 Est. Cost $121.82 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $641 Shares 6,975 Est. Cost $60.27 Unrealized +13.4%
ACE LTD 0.2%
Value ($000) $639 Shares 5,628 Est. Cost $113.90 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $638 Shares 13,507 Est. Cost $47.76 Unrealized -21.8%
O REALTY INCOME CORP 0.2%
Value ($000) $636 Shares 12,860 Est. Cost $27.77 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $635 Shares 6,427 Est. Cost $77.80 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $593 Shares 9,050 Est. Cost $59.07 Unrealized +27.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $569 Shares 8,657 Est. Cost $34.98 Unrealized +24.2%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $568 Shares 7,624 Est. Cost $51.32 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $547 Shares 8,250 Est. Cost $52.42 Unrealized -2.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $480 Shares 7,940 Est. Cost $20.38 Unrealized +32.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $464 Shares 4,246 Est. Cost $105.60 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $463 Shares 5,870 Est. Cost $59.93 Unrealized +11.1%
AFL AFLAC INC 0.1%
Value ($000) $462 Shares 7,250 Est. Cost $24.61 Unrealized -3.7%
AIVL WISDOMTREE TR 0.1%
Value ($000) $461 Shares 6,323 Est. Cost $73.50 Unrealized
TIME WARNER CABLE INC 0.1%
Value ($000) $448 Shares 2,363 Est. Cost $142.00 Unrealized
AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $447 Shares 3,632 Est. Cost $123.07 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $442 Shares 6,060 Est. Cost $63.32 Unrealized -6.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $442 Shares 4,867 Est. Cost $68.44 Unrealized -21.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $434 Shares 6,584 Est. Cost $38.64 Unrealized +15.3%
TIME WARNER INC 0.1%
Value ($000) $420 Shares 5,577 Est. Cost $81.56 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $410 Shares 3,965 Est. Cost $62.69 Unrealized +17.0%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $404 Shares 10,000 Est. Cost $30.54 Unrealized +9.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $393 Shares 2,808 Est. Cost $98.91 Unrealized -3.6%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $391 Shares 7,666 Est. Cost $36.21 Unrealized -7.0%
EBAY EBAY INC 0.1%
Value ($000) $388 Shares 13,915 Est. Cost $22.02 Unrealized +8.7%
MCGRAW HILL FINL INC 0.1%
Value ($000) $385 Shares 4,156 Est. Cost $78.20 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $380 Shares 9,028 Est. Cost $42.09 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $364 Shares 10,472 Est. Cost $34.76 Unrealized
WESTERN REFNG INC 0.1%
Value ($000) $362 Shares 8,699 Est. Cost $49.43 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $354 Shares 4,147 Est. Cost $85.36 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $350 Shares 10,651 Est. Cost $25.89 Unrealized +16.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $342 Shares 5,530 Est. Cost $55.69 Unrealized -10.6%
MCHI ISHARES TR 0.1%
Value ($000) $336 Shares 7,100 Est. Cost $54.51 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $332 Shares 4,642 Est. Cost $48.45 Unrealized -2.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $330 Shares 3,232 Est. Cost $72.97 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $324 Shares 653 Est. Cost $45.13 Unrealized +25.5%
SK TELECOM LTD 0.1%
Value ($000) $323 Shares 13,700 Est. Cost $27.08 Unrealized
AMERIGAS PARTNERS L P 0.1%
Value ($000) $323 Shares 7,585 Est. Cost $42.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $314 Shares 1,430 Est. Cost $153.91 Unrealized 0.0%
ROST ROSS STORES INC 0.1%
Value ($000) $302 Shares 5,970 Est. Cost $44.87 Unrealized +2.8%
KO COCA COLA CO 0.1%
Value ($000) $294 Shares 6,947 Est. Cost $29.03 Unrealized -0.7%
SRE SEMPRA ENERGY 0.1%
Value ($000) $293 Shares 2,859 Est. Cost $39.15 Unrealized -9.5%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $290 Shares 1,739 Est. Cost $159.44 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $290 Shares 3,282 Est. Cost $48.90 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $289 Shares 3,800 Est. Cost $76.05 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $287 Shares 17,139 Est. Cost $19.77 Unrealized -25.4%
VTR VENTAS INC 0.1%
Value ($000) $283 Shares 5,271 Est. Cost $41.55 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $281 Shares 6,817 Est. Cost $28.52 Unrealized -0.4%
KSS KOHLS CORP 0.1%
Value ($000) $280 Shares 6,061 Est. Cost $55.17 Unrealized +2.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $279 Shares 6,710 Est. Cost $24.30 Unrealized +31.7%
USB US BANCORP DEL 0.1%
Value ($000) $276 Shares 6,547 Est. Cost $26.75 Unrealized +11.4%
OLP ONE LIBERTY PPTYS INC 0.1%
Value ($000) $273 Shares 11,600 Est. Cost $24.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $261 Shares 1,916 Est. Cost $137.00 Unrealized 0.0%
HSBC HLDGS PLC 0.1%
Value ($000) $257 Shares 10,000 Est. Cost $25.60 Unrealized
AWR AMERICAN STS WTR CO 0.1%
Value ($000) $245 Shares 6,000 Est. Cost $31.34 Unrealized +0.7%
POWERSHARES ETF TR II 0.1%
Value ($000) $244 Shares 6,370 Est. Cost $38.30 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $242 Shares 2,372 Est. Cost $69.32 Unrealized +0.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $242 Shares 2,781 Est. Cost $67.89 Unrealized -5.9%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $240 Shares 1,089 Est. Cost $138.38 Unrealized +13.5%
ABM ABM INDS INC 0.1%
Value ($000) $237 Shares 8,328 Est. Cost $25.64 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $230 Shares 2,164 Est. Cost $96.07 Unrealized 0.0%
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $230 Shares 5,200 Est. Cost $44.23 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $229 Shares 2,174 Est. Cost $105.31 Unrealized
INTELIQUENT INC 0.1%
Value ($000) $228 Shares 11,000 Est. Cost $18.61 Unrealized
E TRADE FINANCIAL CORP 0.1%
Value ($000) $223 Shares 7,811 Est. Cost $21.97 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 2,056 Est. Cost $107.49 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 2,656 Est. Cost $83.42 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $214 Shares 1,900 Est. Cost $81.32 Unrealized 0.0%
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $213 Shares 8,400 Est. Cost $24.88 Unrealized
RESTORATION HARDWARE HLDGS I 0.1%
Value ($000) $207 Shares 2,008 Est. Cost $103.09 Unrealized
EVERBANK FINL CORP 0.1%
Value ($000) $207 Shares 12,000 Est. Cost $18.00 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $206 Shares 1,100 Est. Cost $208.18 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $205 Shares 1 Est. Cost $199815.62 Unrealized +3.1%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $164 Shares 12,876 Est. Cost $12.74 Unrealized
MORGAN STANLEY 0.0%
Value ($000) $153 Shares 16,500 Est. Cost $12.18 Unrealized
EZPW EZCORP INC 0.0%
Value ($000) $120 Shares 18,000 Est. Cost $10.65 Unrealized -40.6%
PUTNAM MANAGED MUN INCOM TR 0.0%
Value ($000) $120 Shares 16,400 Est. Cost $7.07 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $94 Shares 10,000 Est. Cost $9.15 Unrealized +15.9%
GNW GENWORTH FINL INC 0.0%
Value ($000) $76 Shares 16,200 Est. Cost $6.95 Unrealized -15.3%
STUDENT TRANSN INC 0.0%
Value ($000) $71 Shares 17,000 Est. Cost $4.65 Unrealized
CYMABAY THERAPEUTICS INC 0.0%
Value ($000) $31 Shares 20,000 Est. Cost $6.85 Unrealized
CORMEDIX INC 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $3.90 Unrealized