Evanson Asset Management, LLC Diversified Active

CIK: 0001626379 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 18, 2017

Total Value ($000): $227,826 (100.0% shares, 0.0% debt)

Holdings (175)

META FACEBOOK INC 5.9%
Value ($000) $13,429 Shares 222,928 Est. Cost $50.74 Unrealized +24.0%
DTH WISDOMTREE TR 4.3%
Value ($000) $9,892 Shares 207,158 Est. Cost $47.46 Unrealized
TEMPLETON GLOBAL INCOME FD 4.3%
Value ($000) $9,846 Shares 1,224,651 Est. Cost $7.95 Unrealized
CENTRAL FD CDA LTD 4.3%
Value ($000) $9,837 Shares 714,904 Est. Cost $13.25 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $9,383 Shares 17,482 Est. Cost $16.37 Unrealized +1.3%
DHS WISDOMTREE TR 3.7%
Value ($000) $8,372 Shares 147,984 Est. Cost $55.27 Unrealized
ABERDEEN ASIA PACIFIC INCOM 3.5%
Value ($000) $8,085 Shares 1,323,388 Est. Cost $5.76 Unrealized
VTI VANGUARD INDEX FDS 3.4%
Value ($000) $7,838 Shares 80,411 Est. Cost $95.92 Unrealized
DLB DOLBY LABORATORIES INC 2.2%
Value ($000) $4,918 Shares 110,512 Est. Cost $31.68 Unrealized +14.4%
DEM WISDOMTREE TR 1.7%
Value ($000) $3,782 Shares 77,069 Est. Cost $50.81 Unrealized
VNQ VANGUARD INDEX FDS 1.6%
Value ($000) $3,690 Shares 52,247 Est. Cost $64.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.6%
Value ($000) $3,680 Shares 53,051 Est. Cost $66.30 Unrealized
DLS WISDOMTREE TR 1.6%
Value ($000) $3,633 Shares 55,868 Est. Cost $63.36 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,587 Shares 36,723 Est. Cost $55.94 Unrealized +3.8%
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $3,539 Shares 19,926 Est. Cost $175.76 Unrealized
ONEOK PARTNERS LP 1.5%
Value ($000) $3,502 Shares 65,403 Est. Cost $52.66 Unrealized
CURRENCYSHARES AUSTRALIAN DL 1.5%
Value ($000) $3,418 Shares 36,812 Est. Cost $89.41 Unrealized
IJS ISHARES 1.4%
Value ($000) $3,286 Shares 28,965 Est. Cost $111.27 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,231 Shares 32,896 Est. Cost $65.75 Unrealized +1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3,001 Shares 24,013 Est. Cost $115.73 Unrealized +1.0%
DES WISDOMTREE TR 1.3%
Value ($000) $3,000 Shares 43,952 Est. Cost $67.90 Unrealized
DVY ISHARES 1.2%
Value ($000) $2,636 Shares 35,959 Est. Cost $71.34 Unrealized
BSV VANGUARD BD INDEX FD INC 1.1%
Value ($000) $2,529 Shares 31,582 Est. Cost $79.95 Unrealized
CSCO CISCO SYS INC 1.1%
Value ($000) $2,489 Shares 111,047 Est. Cost $15.20 Unrealized +0.6%
DOL WISDOMTREE TR 1.0%
Value ($000) $2,180 Shares 41,971 Est. Cost $51.97 Unrealized
GSG ISHARES S&P GSCI COMMODITY I 0.9%
Value ($000) $2,162 Shares 65,575 Est. Cost $32.21 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.9%
Value ($000) $2,077 Shares 44,428 Est. Cost $64.01 Unrealized
KINDER MORGAN MANAGEMENT LLC 0.9%
Value ($000) $2,020 Shares 28,191 Est. Cost $75.67 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $1,940 Shares 47,808 Est. Cost $41.13 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $1,925 Shares 24,074 Est. Cost $79.77 Unrealized
IWM ISHARES 0.8%
Value ($000) $1,890 Shares 16,243 Est. Cost $115.38 Unrealized
ISHG ISHARES 0.8%
Value ($000) $1,846 Shares 19,257 Est. Cost $94.33 Unrealized
EFA ISHARES 0.8%
Value ($000) $1,780 Shares 26,489 Est. Cost $67.10 Unrealized
KINDER MORGAN ENERGY PARTNER 0.7%
Value ($000) $1,628 Shares 22,019 Est. Cost $80.66 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $1,584 Shares 20,274 Est. Cost $76.40 Unrealized
CURRENCYSHARES CDN DLR TR 0.7%
Value ($000) $1,552 Shares 17,248 Est. Cost $93.63 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $1,510 Shares 13,368 Est. Cost $109.97 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,365 Shares 11,476 Est. Cost $72.49 Unrealized -2.9%
CURRENCYSHARES SWISS FRANC T 0.6%
Value ($000) $1,274 Shares 11,508 Est. Cost $109.79 Unrealized
BOND PIMCO ETF TR 0.6%
Value ($000) $1,273 Shares 11,932 Est. Cost $104.77 Unrealized
EFV ISHARES 0.5%
Value ($000) $1,244 Shares 21,606 Est. Cost $57.18 Unrealized
IWF ISHARES 0.5%
Value ($000) $1,231 Shares 14,221 Est. Cost $85.93 Unrealized
BND VANGUARD BD INDEX FD INC 0.5%
Value ($000) $1,211 Shares 14,915 Est. Cost $80.03 Unrealized
IDU ISHARES 0.5%
Value ($000) $1,191 Shares 11,432 Est. Cost $95.78 Unrealized
TIP ISHARES 0.5%
Value ($000) $1,184 Shares 10,565 Est. Cost $109.92 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.5%
Value ($000) $1,176 Shares 18,634 Est. Cost $62.31 Unrealized
IVV ISHARES 0.5%
Value ($000) $1,160 Shares 6,166 Est. Cost $185.68 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.5%
Value ($000) $1,158 Shares 16,597 Est. Cost $64.30 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,144 Shares 13,972 Est. Cost $47.68 Unrealized -6.2%
DGS WISDOMTREE TR 0.5%
Value ($000) $1,142 Shares 24,511 Est. Cost $46.10 Unrealized
ISHARES GOLD TRUST 0.5%
Value ($000) $1,120 Shares 90,025 Est. Cost $11.68 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,086 Shares 18,422 Est. Cost $58.82 Unrealized
EEM ISHARES 0.5%
Value ($000) $1,046 Shares 25,499 Est. Cost $41.78 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,034 Shares 10,609 Est. Cost $65.05 Unrealized +0.7%
POWERSHARES ETF TRUST II 0.4%
Value ($000) $1,020 Shares 41,122 Est. Cost $24.84 Unrealized
IWC ISHARES 0.4%
Value ($000) $1,002 Shares 12,961 Est. Cost $75.10 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $990 Shares 16,754 Est. Cost $61.32 Unrealized
LAZARD LTD 0.4%
Value ($000) $981 Shares 20,842 Est. Cost $45.34 Unrealized
IWB ISHARES 0.4%
Value ($000) $959 Shares 9,150 Est. Cost $103.17 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $954 Shares 11,085 Est. Cost $84.77 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $942 Shares 25,177 Est. Cost $17.15 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $862 Shares 4,480 Est. Cost $106.40 Unrealized +2.7%
LIFEVANTAGE CORP 0.4%
Value ($000) $862 Shares 658,255 Est. Cost $1.65 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $859 Shares 9,192 Est. Cost $93.05 Unrealized
ALPS ETF TR 0.4%
Value ($000) $816 Shares 46,219 Est. Cost $17.78 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $811 Shares 31,312 Est. Cost $28.03 Unrealized
PLUM CREEK TIMBER CO INC 0.4%
Value ($000) $798 Shares 18,983 Est. Cost $43.50 Unrealized
CENTRAL GOLDTRUST 0.3%
Value ($000) $797 Shares 17,621 Est. Cost $41.48 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $785 Shares 16,863 Est. Cost $46.33 Unrealized
SCZ ISHARES 0.3%
Value ($000) $770 Shares 14,745 Est. Cost $51.00 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $766 Shares 11,812 Est. Cost $48.40 Unrealized -1.0%
SHY ISHARES 0.3%
Value ($000) $763 Shares 9,030 Est. Cost $84.40 Unrealized
IWD ISHARES 0.3%
Value ($000) $738 Shares 7,649 Est. Cost $94.22 Unrealized
AIVL WISDOMTREE TR 0.3%
Value ($000) $729 Shares 10,374 Est. Cost $68.81 Unrealized
TBT PROSHARES TR 0.3%
Value ($000) $721 Shares 10,670 Est. Cost $79.19 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $708 Shares 14,063 Est. Cost $50.71 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $669 Shares 16,315 Est. Cost $30.02 Unrealized +4.1%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $635 Shares 12,757 Est. Cost $30.76 Unrealized +8.6%
INTC INTEL CORP 0.3%
Value ($000) $630 Shares 24,437 Est. Cost $17.92 Unrealized +4.2%
POWERSHS DB MULTI SECT COMM 0.3%
Value ($000) $628 Shares 22,151 Est. Cost $24.66 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $626 Shares 6,224 Est. Cost $97.41 Unrealized
IYY ISHARES 0.3%
Value ($000) $615 Shares 6,491 Est. Cost $93.36 Unrealized
ICF ISHARES 0.3%
Value ($000) $608 Shares 7,395 Est. Cost $74.78 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $607 Shares 11,220 Est. Cost $54.46 Unrealized
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $603 Shares 31,647 Est. Cost $18.71 Unrealized
IDV ISHARES 0.3%
Value ($000) $592 Shares 15,330 Est. Cost $37.94 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $576 Shares 6,466 Est. Cost $88.68 Unrealized
ENERGY TRANSFER PRTNRS L P 0.3%
Value ($000) $571 Shares 10,610 Est. Cost $57.28 Unrealized
T AT&T INC 0.2%
Value ($000) $569 Shares 16,228 Est. Cost $11.12 Unrealized -2.4%
POWERSHARES DB CMDTY IDX TRA 0.2%
Value ($000) $563 Shares 21,543 Est. Cost $25.65 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $560 Shares 18,525 Est. Cost $29.37 Unrealized
STT STATE STR CORP 0.2%
Value ($000) $556 Shares 8,000 Est. Cost $50.63 Unrealized -0.9%
ABBV ABBVIE INC 0.2%
Value ($000) $544 Shares 10,585 Est. Cost $30.39 Unrealized +3.6%
MARKET VECTORS ETF TR 0.2%
Value ($000) $528 Shares 22,000 Est. Cost $25.57 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $514 Shares 24,139 Est. Cost $21.44 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $513 Shares 8,707 Est. Cost $41.29 Unrealized +3.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $511 Shares 1,519 Est. Cost $17.98 Unrealized +3.2%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $509 Shares 11,941 Est. Cost $42.23 Unrealized
JACOBS ENGR GROUP INC DEL 0.2%
Value ($000) $508 Shares 8,000 Est. Cost $63.00 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $507 Shares 14,967 Est. Cost $33.54 Unrealized
EFG ISHARES 0.2%
Value ($000) $504 Shares 7,102 Est. Cost $71.55 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $482 Shares 15,009 Est. Cost $17.62 Unrealized +3.3%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $479 Shares 11,596 Est. Cost $41.67 Unrealized
IGSB ISHARES 0.2%
Value ($000) $459 Shares 4,355 Est. Cost $105.49 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $445 Shares 10,736 Est. Cost $37.99 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $439 Shares 2,341 Est. Cost $60.55 Unrealized +12.7%
BIV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $436 Shares 5,235 Est. Cost $81.91 Unrealized
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $433 Shares 8,905 Est. Cost $48.62 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $423 Shares 10,990 Est. Cost $29.23 Unrealized +5.1%
CWI SPDR INDEX SHS FDS 0.2%
Value ($000) $422 Shares 11,780 Est. Cost $35.66 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $420 Shares 4,285 Est. Cost $70.01 Unrealized +0.4%
IJK ISHARES 0.2%
Value ($000) $400 Shares 2,613 Est. Cost $150.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $380 Shares 1,518 Est. Cost $244.03 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $378 Shares 18,255 Est. Cost $20.43 Unrealized
DEW WISDOMTREE TR 0.2%
Value ($000) $353 Shares 7,428 Est. Cost $47.84 Unrealized
DJP BARCLAYS BK PLC 0.2%
Value ($000) $350 Shares 8,873 Est. Cost $36.74 Unrealized
IJJ ISHARES 0.2%
Value ($000) $344 Shares 2,861 Est. Cost $116.04 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $342 Shares 6,661 Est. Cost $49.84 Unrealized
POWERSHS DB MULTI SECT COMM 0.1%
Value ($000) $341 Shares 11,930 Est. Cost $27.75 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $340 Shares 9,301 Est. Cost $32.09 Unrealized 0.0%
MARKET VECTORS ETF TR 0.1%
Value ($000) $338 Shares 6,212 Est. Cost $54.41 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $334 Shares 5,595 Est. Cost $59.70 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $334 Shares 4,139 Est. Cost $58.01 Unrealized -2.6%
EFAV ISHARES TR 0.1%
Value ($000) $318 Shares 5,063 Est. Cost $61.62 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $314 Shares 7,191 Est. Cost $41.56 Unrealized
MMM 3M CO 0.1%
Value ($000) $314 Shares 2,312 Est. Cost $72.67 Unrealized +4.9%
OMER OMEROS CORP 0.1%
Value ($000) $312 Shares 25,816 Est. Cost $9.65 Unrealized +27.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $305 Shares 3,386 Est. Cost $75.50 Unrealized 0.0%
MARKET VECTORS ETF TR 0.1%
Value ($000) $304 Shares 12,869 Est. Cost $21.24 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $299 Shares 5,644 Est. Cost $52.98 Unrealized
AIVI WISDOMTREE TR 0.1%
Value ($000) $296 Shares 6,007 Est. Cost $47.61 Unrealized
NUVEEN CALIF MUNICPAL VALU F 0.1%
Value ($000) $288 Shares 18,300 Est. Cost $14.59 Unrealized
POWERSHARES DB G10 CURCY HAR 0.1%
Value ($000) $284 Shares 10,875 Est. Cost $25.38 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $281 Shares 7,267 Est. Cost $26.95 Unrealized -1.4%
IWN ISHARES 0.1%
Value ($000) $274 Shares 2,719 Est. Cost $99.67 Unrealized
IGIB ISHARES 0.1%
Value ($000) $265 Shares 2,426 Est. Cost $108.00 Unrealized
PETROLEUM & RES CORP 0.1%
Value ($000) $260 Shares 9,310 Est. Cost $27.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $258 Shares 5,434 Est. Cost $26.61 Unrealized -2.8%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $246 Shares 4,339 Est. Cost $31.35 Unrealized +14.1%
TSLA TESLA MTRS INC 0.1%
Value ($000) $239 Shares 1,146 Est. Cost $13.39 Unrealized 0.0%
HYG ISHARES 0.1%
Value ($000) $239 Shares 2,537 Est. Cost $92.89 Unrealized
BP BP PLC 0.1%
Value ($000) $236 Shares 4,910 Est. Cost $48.69 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $235 Shares 13,634 Est. Cost $11.68 Unrealized +13.5%
WELLS FARGO & CO NEW 0.1%
Value ($000) $235 Shares 200 Est. Cost $1110.00 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $234 Shares 5,719 Est. Cost $28.79 Unrealized +11.1%
PFF ISHARES 0.1%
Value ($000) $231 Shares 5,922 Est. Cost $36.92 Unrealized
HEWLETT PACKARD CO 0.1%
Value ($000) $229 Shares 7,090 Est. Cost $28.00 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $229 Shares 2,100 Est. Cost $68.68 Unrealized +16.6%
GUNR FLEXSHARES TR 0.1%
Value ($000) $227 Shares 6,478 Est. Cost $34.27 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $227 Shares 2,739 Est. Cost $79.91 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $223 Shares 8,787 Est. Cost $24.81 Unrealized
CRANE CO 0.1%
Value ($000) $223 Shares 3,130 Est. Cost $67.09 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $222 Shares 2,901 Est. Cost $20.35 Unrealized -2.2%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $221 Shares 6,586 Est. Cost $33.56 Unrealized
IWO ISHARES 0.1%
Value ($000) $218 Shares 1,600 Est. Cost $135.63 Unrealized
CEW WISDOMTREE TR 0.1%
Value ($000) $218 Shares 10,820 Est. Cost $20.06 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $218 Shares 2,411 Est. Cost $83.18 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $217 Shares 3,940 Est. Cost $51.78 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $217 Shares 6,289 Est. Cost $25.58 Unrealized +3.0%
POWERSHARES ETF TRUST 0.1%
Value ($000) $215 Shares 12,083 Est. Cost $16.97 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $213 Shares 2,000 Est. Cost $106.50 Unrealized
TEXAS PAC LD TR 0.1%
Value ($000) $204 Shares 1,573 Est. Cost $129.69 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $204 Shares 1,920 Est. Cost $106.25 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $203 Shares 3,589 Est. Cost $41.54 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $201 Shares 2,475 Est. Cost $59.45 Unrealized +3.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $200 Shares 1,709 Est. Cost $117.03 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $150 Shares 14,052 Est. Cost $9.96 Unrealized
INFINERA CORPORATION 0.1%
Value ($000) $145 Shares 16,000 Est. Cost $9.75 Unrealized
NUVEEN INVT QUALITY MUN FD I 0.1%
Value ($000) $141 Shares 10,000 Est. Cost $13.50 Unrealized
SWEDISH EXPT CR CORP 0.1%
Value ($000) $128 Shares 15,000 Est. Cost $8.20 Unrealized
MILLENNIAL MEDIA INC 0.0%
Value ($000) $104 Shares 15,000 Est. Cost $6.93 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $97 Shares 30,440 Est. Cost $3.50 Unrealized
VICAL INC 0.0%
Value ($000) $81 Shares 63,000 Est. Cost $1.17 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $71 Shares 11,202 Est. Cost $7.14 Unrealized
HANSEN MEDICAL INC 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $1.70 Unrealized