BAILARD, INC. Diversified Active

CIK: 0000750641 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Jan 29, 2018

Total Value ($000): $1,205,345

Holdings (292)

SPY SPDR S&P 500 ETF TR 5.5%
Value ($000) $66,327 Shares 281,356 Est. Cost $220.12 Unrealized
VTI VANGUARD INDEX FDS 4.8%
Value ($000) $57,906 Shares 477,304 Est. Cost $105.38 Unrealized
EEM ISHARES TR 4.8%
Value ($000) $57,288 Shares 1,454,368 Est. Cost $39.33 Unrealized
IWN ISHARES TR 4.6%
Value ($000) $55,491 Shares 469,623 Est. Cost $116.51 Unrealized
TLT ISHARES TR 4.2%
Value ($000) $51,106 Shares 423,376 Est. Cost $120.71 Unrealized
AGG ISHARES TR 3.8%
Value ($000) $46,267 Shares 426,461 Est. Cost $110.78 Unrealized
SHM SPDR SER TR 3.1%
Value ($000) $37,649 Shares 777,229 Est. Cost $48.57 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $25,287 Shares 176,019 Est. Cost $21.99 Unrealized +38.4%
TFI SPDR SER TR 2.1%
Value ($000) $25,000 Shares 521,698 Est. Cost $49.00 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $21,263 Shares 322,855 Est. Cost $44.42 Unrealized +30.2%
IJS ISHARES TR 1.6%
Value ($000) $18,885 Shares 136,210 Est. Cost $115.57 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $14,516 Shares 102,192 Est. Cost $112.12 Unrealized +18.4%
VGT VANGUARD WORLD FDS 1.2%
Value ($000) $14,406 Shares 106,216 Est. Cost $112.02 Unrealized
CMF ISHARES TR 1.1%
Value ($000) $13,729 Shares 118,039 Est. Cost $118.90 Unrealized
MUB ISHARES TR 1.1%
Value ($000) $13,523 Shares 124,117 Est. Cost $108.18 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $12,392 Shares 259,080 Est. Cost $43.69 Unrealized
SMB VANECK VECTORS ETF TR 1.0%
Value ($000) $11,890 Shares 681,415 Est. Cost $17.26 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,838 Shares 95,048 Est. Cost $85.79 Unrealized +8.9%
IJH ISHARES TR 1.0%
Value ($000) $11,681 Shares 68,222 Est. Cost $151.65 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $11,085 Shares 126,194 Est. Cost $49.47 Unrealized +40.9%
GOOGL ALPHABET INC 0.9%
Value ($000) $10,749 Shares 12,679 Est. Cost $37.50 Unrealized +11.3%
SPSB SPDR SERIES TRUST 0.9%
Value ($000) $10,389 Shares 339,387 Est. Cost $30.57 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $10,285 Shares 43,348 Est. Cost $212.02 Unrealized
POWERSHARES QQQ TRUST 0.8%
Value ($000) $10,000 Shares 75,539 Est. Cost $117.38 Unrealized
IWR ISHARES TR 0.8%
Value ($000) $9,919 Shares 52,993 Est. Cost $170.04 Unrealized
VNQ VANGUARD INDEX FDS 0.8%
Value ($000) $9,219 Shares 111,624 Est. Cost $85.57 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $9,051 Shares 227,879 Est. Cost $36.03 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $8,802 Shares 370,937 Est. Cost $22.56 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $8,762 Shares 59,672 Est. Cost $105.21 Unrealized +8.7%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $8,223 Shares 68,593 Est. Cost $93.53 Unrealized +11.2%
CSCO CISCO SYS INC 0.7%
Value ($000) $8,053 Shares 238,244 Est. Cost $20.18 Unrealized +22.5%
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $8,042 Shares 58,349 Est. Cost $123.69 Unrealized
VCR VANGUARD WORLD FDS 0.7%
Value ($000) $7,978 Shares 57,613 Est. Cost $124.37 Unrealized
VDC VANGUARD WORLD FDS 0.7%
Value ($000) $7,848 Shares 55,801 Est. Cost $135.33 Unrealized
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $7,811 Shares 64,960 Est. Cost $63.23 Unrealized +44.4%
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $7,463 Shares 189,902 Est. Cost $36.04 Unrealized
V VISA INC 0.6%
Value ($000) $7,300 Shares 82,142 Est. Cost $74.06 Unrealized +9.2%
DISCOVER FINL SVCS 0.6%
Value ($000) $7,218 Shares 105,544 Est. Cost $54.31 Unrealized
VIS VANGUARD WORLD FDS 0.6%
Value ($000) $6,872 Shares 55,539 Est. Cost $105.82 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $6,726 Shares 64,985 Est. Cost $78.43 Unrealized +14.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,682 Shares 58,928 Est. Cost $90.64 Unrealized +13.7%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $6,452 Shares 52,519 Est. Cost $105.72 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $6,403 Shares 124,328 Est. Cost $30.31 Unrealized +25.6%
INTC INTEL CORP 0.5%
Value ($000) $6,368 Shares 176,547 Est. Cost $24.20 Unrealized +22.6%
IJR ISHARES TR 0.5%
Value ($000) $6,243 Shares 90,263 Est. Cost $93.61 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $6,077 Shares 7,326 Est. Cost $36.35 Unrealized +12.0%
ACWX ISHARES TR 0.5%
Value ($000) $6,022 Shares 138,055 Est. Cost $40.13 Unrealized
TIME WARNER INC 0.5%
Value ($000) $5,874 Shares 60,114 Est. Cost $76.38 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.5%
Value ($000) $5,807 Shares 28,999 Est. Cost $108.47 Unrealized +57.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.5%
Value ($000) $5,709 Shares 558,635 Est. Cost $10.08 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $5,697 Shares 53,091 Est. Cost $74.33 Unrealized +5.4%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $5,606 Shares 42,589 Est. Cost $93.49 Unrealized -1.0%
SNA SNAP ON INC 0.5%
Value ($000) $5,572 Shares 33,034 Est. Cost $124.54 Unrealized +10.8%
BLACKROCK INC 0.5%
Value ($000) $5,500 Shares 14,340 Est. Cost $352.74 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $5,495 Shares 41,738 Est. Cost $102.38 Unrealized +11.8%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $5,464 Shares 32,585 Est. Cost $131.93 Unrealized +8.3%
EOG EOG RES INC 0.4%
Value ($000) $5,417 Shares 55,534 Est. Cost $65.14 Unrealized +14.0%
TJX TJX COS INC NEW 0.4%
Value ($000) $5,339 Shares 67,510 Est. Cost $33.76 Unrealized +0.7%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $5,291 Shares 49,595 Est. Cost $49.78 Unrealized +44.1%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,226 Shares 60,504 Est. Cost $87.75 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $5,206 Shares 29,895 Est. Cost $84.96 Unrealized +34.6%
GVI ISHARES TR 0.4%
Value ($000) $5,203 Shares 47,218 Est. Cost $113.19 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $5,177 Shares 87,728 Est. Cost $47.33 Unrealized -5.7%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $5,100 Shares 69,677 Est. Cost $57.82 Unrealized -1.6%
MDT MEDTRONIC PLC 0.4%
Value ($000) $5,024 Shares 62,360 Est. Cost $65.70 Unrealized -5.1%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $5,011 Shares 37,824 Est. Cost $88.14 Unrealized +18.7%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,807 Shares 90,166 Est. Cost $45.43 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $4,764 Shares 74,977 Est. Cost $41.20 Unrealized +11.8%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $4,622 Shares 30,088 Est. Cost $146.47 Unrealized +1.9%
DHR DANAHER CORP DEL 0.4%
Value ($000) $4,504 Shares 52,665 Est. Cost $56.94 Unrealized +25.1%
PEP PEPSICO INC 0.4%
Value ($000) $4,377 Shares 39,129 Est. Cost $80.61 Unrealized +1.6%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4,298 Shares 53,895 Est. Cost $80.72 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $4,273 Shares 54,439 Est. Cost $71.75 Unrealized -15.5%
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $4,025 Shares 116,510 Est. Cost $16.03 Unrealized +60.8%
EFA ISHARES TR 0.3%
Value ($000) $3,948 Shares 63,384 Est. Cost $57.32 Unrealized
IGM ISHARES TR 0.3%
Value ($000) $3,860 Shares 27,876 Est. Cost $111.90 Unrealized
MTX MINERALS TECHNOLOGIES INC 0.3%
Value ($000) $3,857 Shares 50,351 Est. Cost $45.01 Unrealized +65.7%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $3,819 Shares 90,668 Est. Cost $34.23 Unrealized +0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $3,768 Shares 114,755 Est. Cost $24.71 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $3,762 Shares 35,751 Est. Cost $105.53 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $3,761 Shares 28,597 Est. Cost $118.19 Unrealized
WYNDHAM WORLDWIDE CORP 0.3%
Value ($000) $3,712 Shares 44,035 Est. Cost $84.30 Unrealized
RWX SPDR INDEX SHS FDS 0.3%
Value ($000) $3,671 Shares 98,168 Est. Cost $41.55 Unrealized
TENNECO INC 0.3%
Value ($000) $3,585 Shares 57,435 Est. Cost $46.90 Unrealized
LEA LEAR CORP 0.3%
Value ($000) $3,564 Shares 25,176 Est. Cost $88.69 Unrealized +34.7%
TUPPERWARE BRANDS CORP 0.3%
Value ($000) $3,549 Shares 56,585 Est. Cost $52.62 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $3,527 Shares 93,822 Est. Cost $27.58 Unrealized +8.5%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $3,523 Shares 74,680 Est. Cost $32.86 Unrealized -2.0%
FLEX FLEX LTD 0.3%
Value ($000) $3,423 Shares 203,763 Est. Cost $7.38 Unrealized +62.2%
CRANE CO 0.3%
Value ($000) $3,396 Shares 45,383 Est. Cost $53.15 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $3,390 Shares 32,588 Est. Cost $94.56 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $3,267 Shares 31,199 Est. Cost $91.83 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,240 Shares 47,707 Est. Cost $61.51 Unrealized -17.6%
VDE VANGUARD WORLD FDS 0.3%
Value ($000) $3,240 Shares 33,500 Est. Cost $88.03 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $3,178 Shares 40,693 Est. Cost $59.73 Unrealized +6.1%
UNP UNION PAC CORP 0.3%
Value ($000) $3,141 Shares 29,651 Est. Cost $72.17 Unrealized +21.4%
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $3,073 Shares 58,043 Est. Cost $50.94 Unrealized -0.3%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $3,067 Shares 78,833 Est. Cost $32.54 Unrealized 0.0%
TRINSEO S A 0.3%
Value ($000) $3,065 Shares 45,673 Est. Cost $44.79 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,969 Shares 59,538 Est. Cost $34.80 Unrealized +5.1%
NEURODERM LTD 0.2%
Value ($000) $2,894 Shares 109,000 Est. Cost $16.16 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $2,876 Shares 25,544 Est. Cost $107.53 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,828 Shares 17,245 Est. Cost $109.11 Unrealized +30.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,802 Shares 34,164 Est. Cost $55.10 Unrealized +1.8%
HAWAIIAN HOLDINGS INC 0.2%
Value ($000) $2,717 Shares 58,503 Est. Cost $46.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,666 Shares 54,678 Est. Cost $31.86 Unrealized -1.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $2,650 Shares 32,522 Est. Cost $50.51 Unrealized +27.7%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $2,567 Shares 28,015 Est. Cost $64.06 Unrealized +10.2%
CMI CUMMINS INC 0.2%
Value ($000) $2,559 Shares 16,925 Est. Cost $90.35 Unrealized +29.8%
NTES NETEASE INC 0.2%
Value ($000) $2,556 Shares 9,000 Est. Cost $174.98 Unrealized
ENS ENERSYS 0.2%
Value ($000) $2,549 Shares 32,295 Est. Cost $54.40 Unrealized +31.7%
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $2,499 Shares 26,288 Est. Cost $61.32 Unrealized +24.4%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,460 Shares 43,719 Est. Cost $48.84 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,430 Shares 101,376 Est. Cost $21.65 Unrealized
LCII LCI INDS 0.2%
Value ($000) $2,403 Shares 24,080 Est. Cost $81.42 Unrealized 0.0%
IGF ISHARES TR 0.2%
Value ($000) $2,352 Shares 55,565 Est. Cost $39.08 Unrealized
AERIE PHARMACEUTICALS INC 0.2%
Value ($000) $2,290 Shares 50,500 Est. Cost $13.14 Unrealized
MMM 3M CO 0.2%
Value ($000) $2,272 Shares 11,876 Est. Cost $100.40 Unrealized +13.2%
NUE NUCOR CORP 0.2%
Value ($000) $2,265 Shares 37,923 Est. Cost $50.16 Unrealized 0.0%
ICF ISHARES TR 0.2%
Value ($000) $2,191 Shares 21,960 Est. Cost $103.83 Unrealized
CORE LABORATORIES N V 0.2%
Value ($000) $2,179 Shares 18,863 Est. Cost $114.84 Unrealized
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $2,171 Shares 18,251 Est. Cost $98.16 Unrealized
SPARK THERAPEUTICS INC 0.2%
Value ($000) $2,166 Shares 40,600 Est. Cost $29.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $2,086 Shares 6,677 Est. Cost $280.10 Unrealized
ZOGENIX INC 0.2%
Value ($000) $2,083 Shares 192,000 Est. Cost $11.43 Unrealized
PRAXAIR INC 0.2%
Value ($000) $2,061 Shares 17,378 Est. Cost $115.48 Unrealized
IMMUNOMEDICS INC 0.2%
Value ($000) $2,038 Shares 315,000 Est. Cost $2.50 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $2,029 Shares 42,458 Est. Cost $42.44 Unrealized
RAYTHEON CO 0.2%
Value ($000) $2,005 Shares 13,145 Est. Cost $150.85 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,969 Shares 8,280 Est. Cost $162.36 Unrealized +26.7%
RF REGIONS FINL CORP NEW 0.2%
Value ($000) $1,952 Shares 134,309 Est. Cost $9.96 Unrealized +6.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,924 Shares 34,573 Est. Cost $37.20 Unrealized +19.3%
OPLN KAR AUCTION SVCS INC 0.2%
Value ($000) $1,894 Shares 43,361 Est. Cost $15.03 Unrealized +13.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,885 Shares 17,557 Est. Cost $58.83 Unrealized +30.5%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $1,881 Shares 28,258 Est. Cost $71.19 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $1,800 Shares 29,889 Est. Cost $32.87 Unrealized +5.2%
VYX NCR CORP NEW 0.1%
Value ($000) $1,798 Shares 39,356 Est. Cost $27.40 Unrealized 0.0%
EWT ISHARES INC 0.1%
Value ($000) $1,728 Shares 52,000 Est. Cost $30.40 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $1,674 Shares 21,323 Est. Cost $82.27 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $1,662 Shares 26,236 Est. Cost $56.96 Unrealized -8.5%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,630 Shares 32,699 Est. Cost $46.81 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $1,627 Shares 12,505 Est. Cost $111.08 Unrealized +5.7%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,625 Shares 51,439 Est. Cost $32.70 Unrealized
EXTENDED STAY AMER INC 0.1%
Value ($000) $1,611 Shares 101,071 Est. Cost $15.94 Unrealized
REYNOLDS AMERICAN INC 0.1%
Value ($000) $1,586 Shares 25,163 Est. Cost $50.30 Unrealized
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $1,568 Shares 16,533 Est. Cost $93.00 Unrealized
BALL BALL CORP 0.1%
Value ($000) $1,499 Shares 20,191 Est. Cost $33.97 Unrealized -0.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,475 Shares 1,664 Est. Cost $26.89 Unrealized +55.0%
ESPR ESPERION THERAPEUTICS INC NE 0.1%
Value ($000) $1,448 Shares 41,000 Est. Cost $22.90 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $1,426 Shares 1,972 Est. Cost $756.45 Unrealized -2.1%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,424 Shares 47,668 Est. Cost $27.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,414 Shares 8,485 Est. Cost $143.44 Unrealized +16.6%
PPG PPG INDS INC 0.1%
Value ($000) $1,405 Shares 13,371 Est. Cost $82.50 Unrealized +4.1%
BAP CREDICORP LTD 0.1%
Value ($000) $1,395 Shares 8,537 Est. Cost $113.41 Unrealized +13.7%
AVADEL PHARMACEUTICALS PLC 0.1%
Value ($000) $1,365 Shares 141,000 Est. Cost $9.68 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.1%
Value ($000) $1,362 Shares 146,752 Est. Cost $7.13 Unrealized +16.8%
HUM HUMANA INC 0.1%
Value ($000) $1,297 Shares 6,294 Est. Cost $160.08 Unrealized +19.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,252 Shares 13,939 Est. Cost $62.44 Unrealized +12.2%
IWM ISHARES TR 0.1%
Value ($000) $1,214 Shares 8,828 Est. Cost $114.24 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,200 Shares 22,066 Est. Cost $44.58 Unrealized -10.4%
SPYX SPDR SER TR 0.1%
Value ($000) $1,190 Shares 20,835 Est. Cost $54.37 Unrealized
STEMLINE THERAPEUTICS INC 0.1%
Value ($000) $1,187 Shares 138,785 Est. Cost $6.34 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,147 Shares 38,495 Est. Cost $31.43 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $1,121 Shares 12,711 Est. Cost $80.48 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,116 Shares 14,113 Est. Cost $50.76 Unrealized +36.3%
DISH NETWORK CORP 0.1%
Value ($000) $1,113 Shares 17,524 Est. Cost $46.26 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,102 Shares 5,885 Est. Cost $107.33 Unrealized +41.7%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,093 Shares 12,610 Est. Cost $58.43 Unrealized +30.7%
DVY ISHARES TR 0.1%
Value ($000) $1,079 Shares 11,841 Est. Cost $81.76 Unrealized
BIODELIVERY SCIENCES INTL IN 0.1%
Value ($000) $1,060 Shares 558,000 Est. Cost $3.35 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $1,056 Shares 18,749 Est. Cost $52.25 Unrealized +4.6%
IGIB ISHARES TR 0.1%
Value ($000) $1,009 Shares 9,258 Est. Cost $111.25 Unrealized
BANCOLOMBIA S A 0.1%
Value ($000) $1,008 Shares 25,279 Est. Cost $31.48 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $1,007 Shares 12,015 Est. Cost $78.31 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $987 Shares 28,401 Est. Cost $29.67 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $981 Shares 12,328 Est. Cost $60.02 Unrealized +1.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $960 Shares 7,967 Est. Cost $91.83 Unrealized +7.7%
ORCL ORACLE CORP 0.1%
Value ($000) $890 Shares 19,941 Est. Cost $34.29 Unrealized +6.4%
INGERSOLL-RAND PLC 0.1%
Value ($000) $880 Shares 10,820 Est. Cost $62.20 Unrealized
NEOVASC INC 0.1%
Value ($000) $871 Shares 569,250 Est. Cost $4.01 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $846 Shares 24,728 Est. Cost $19.80 Unrealized +8.1%
BVN COMPANIA DE MINAS BUENAVENTU 0.1%
Value ($000) $843 Shares 70,000 Est. Cost $11.95 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $842 Shares 17,705 Est. Cost $46.47 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $828 Shares 19,783 Est. Cost $24.73 Unrealized 0.0%
BMA BANCO MACRO SA 0.1%
Value ($000) $827 Shares 9,535 Est. Cost $71.47 Unrealized
MGNX MACROGENICS INC 0.1%
Value ($000) $818 Shares 44,000 Est. Cost $19.29 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $806 Shares 7,182 Est. Cost $100.15 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $802 Shares 4,887 Est. Cost $99.53 Unrealized +27.8%
SUSA ISHARES TR 0.1%
Value ($000) $795 Shares 8,088 Est. Cost $91.84 Unrealized
CYRUSONE INC 0.1%
Value ($000) $773 Shares 15,017 Est. Cost $49.78 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $741 Shares 5,721 Est. Cost $95.81 Unrealized +6.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $735 Shares 5,885 Est. Cost $78.70 Unrealized +16.8%
FENY FIDELITY 0.1%
Value ($000) $729 Shares 37,130 Est. Cost $17.56 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $709 Shares 11,258 Est. Cost $56.82 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $704 Shares 4,504 Est. Cost $141.53 Unrealized +5.5%
ABT ABBOTT LABS 0.1%
Value ($000) $649 Shares 14,611 Est. Cost $34.26 Unrealized +7.8%
T AT&T INC 0.1%
Value ($000) $642 Shares 15,453 Est. Cost $15.11 Unrealized +10.8%
NKE NIKE INC 0.1%
Value ($000) $623 Shares 11,183 Est. Cost $52.06 Unrealized -5.4%
ECL ECOLAB INC 0.1%
Value ($000) $618 Shares 4,932 Est. Cost $108.68 Unrealized +2.2%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $614 Shares 15,049 Est. Cost $42.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $611 Shares 5,964 Est. Cost $65.33 Unrealized +29.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $572 Shares 7,697 Est. Cost $67.96 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $561 Shares 3,911 Est. Cost $134.06 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $551 Shares 7,096 Est. Cost $69.37 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $549 Shares 12,929 Est. Cost $33.03 Unrealized -4.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $528 Shares 2,500 Est. Cost $176.95 Unrealized +10.4%
AGRO ADECOAGRO S A 0.0%
Value ($000) $518 Shares 45,200 Est. Cost $9.65 Unrealized +8.3%
EC ECOPETROL S A 0.0%
Value ($000) $515 Shares 55,250 Est. Cost $7.90 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $497 Shares 4,600 Est. Cost $94.08 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $485 Shares 30,684 Est. Cost $23.24 Unrealized
JUNO THERAPEUTICS INC 0.0%
Value ($000) $484 Shares 21,800 Est. Cost $22.20 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $474 Shares 4,624 Est. Cost $83.89 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $466 Shares 19,752 Est. Cost $12.25 Unrealized +58.3%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $464 Shares 13,600 Est. Cost $30.85 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $461 Shares 6,395 Est. Cost $19.78 Unrealized +0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $454 Shares 4,024 Est. Cost $56.21 Unrealized +16.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $452 Shares 4,038 Est. Cost $61.54 Unrealized +58.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $442 Shares 8,103 Est. Cost $52.98 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $435 Shares 15,337 Est. Cost $26.54 Unrealized
VALE VALE S A 0.0%
Value ($000) $428 Shares 45,000 Est. Cost $9.51 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $422 Shares 6,477 Est. Cost $41.60 Unrealized +4.5%
IJK ISHARES TR 0.0%
Value ($000) $415 Shares 2,176 Est. Cost $164.09 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $413 Shares 5,127 Est. Cost $47.45 Unrealized +27.8%
BBD BANCO BRADESCO S A 0.0%
Value ($000) $410 Shares 40,000 Est. Cost $7.05 Unrealized
DOW CHEM CO 0.0%
Value ($000) $410 Shares 6,447 Est. Cost $50.86 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $406 Shares 4,864 Est. Cost $51.08 Unrealized +10.0%
IBB ISHARES TR 0.0%
Value ($000) $402 Shares 1,371 Est. Cost $281.12 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $389 Shares 26,995 Est. Cost $14.15 Unrealized
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $388 Shares 11,408 Est. Cost $31.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $385 Shares 4,375 Est. Cost $79.09 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $373 Shares 7,187 Est. Cost $38.29 Unrealized +9.8%
OHR PHARMACEUTICAL INC 0.0%
Value ($000) $373 Shares 449,000 Est. Cost $2.89 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $362 Shares 3,400 Est. Cost $60.43 Unrealized +27.8%
EPU ISHARES 0.0%
Value ($000) $341 Shares 10,000 Est. Cost $30.87 Unrealized
MET METLIFE INC 0.0%
Value ($000) $339 Shares 6,421 Est. Cost $35.32 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $330 Shares 1,797 Est. Cost $140.75 Unrealized +8.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $322 Shares 7,466 Est. Cost $35.23 Unrealized +1.9%
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $321 Shares 4,360 Est. Cost $73.61 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $314 Shares 4,403 Est. Cost $31.23 Unrealized +23.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $310 Shares 2,414 Est. Cost $23.49 Unrealized +7.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $307 Shares 5,080 Est. Cost $55.91 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $294 Shares 2,660 Est. Cost $57.33 Unrealized +43.2%
AU OPTRONICS CORP 0.0%
Value ($000) $293 Shares 76,574 Est. Cost $3.83 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 4,130 Est. Cost $75.29 Unrealized
BA BOEING CO 0.0%
Value ($000) $285 Shares 1,610 Est. Cost $121.16 Unrealized +31.0%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $284 Shares 4,800 Est. Cost $60.13 Unrealized
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $274 Shares 5,600 Est. Cost $45.04 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $274 Shares 2,952 Est. Cost $61.66 Unrealized +26.0%
EPR EPR PPTYS 0.0%
Value ($000) $274 Shares 3,718 Est. Cost $66.70 Unrealized
SRI STONERIDGE INC 0.0%
Value ($000) $272 Shares 15,000 Est. Cost $12.58 Unrealized +39.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $269 Shares 3,278 Est. Cost $50.48 Unrealized +9.5%
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $268 Shares 2,979 Est. Cost $83.40 Unrealized
ADC AGREE REALTY CORP 0.0%
Value ($000) $268 Shares 5,590 Est. Cost $33.99 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $266 Shares 2,240 Est. Cost $125.38 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $263 Shares 6,294 Est. Cost $31.04 Unrealized 0.0%
DSI ISHARES TR 0.0%
Value ($000) $260 Shares 3,000 Est. Cost $76.62 Unrealized
PRICELINE GRP INC 0.0%
Value ($000) $256 Shares 144 Est. Cost $1777.78 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $253 Shares 3,847 Est. Cost $56.04 Unrealized +9.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $250 Shares 1 Est. Cost $199512.94 Unrealized +25.7%
PLD PROLOGIS INC 0.0%
Value ($000) $249 Shares 4,792 Est. Cost $36.01 Unrealized +10.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $249 Shares 2,217 Est. Cost $104.26 Unrealized 0.0%
OLP ONE LIBERTY PPTYS INC 0.0%
Value ($000) $245 Shares 10,500 Est. Cost $21.15 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $241 Shares 1,039 Est. Cost $162.40 Unrealized +4.8%
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $241 Shares 2,025 Est. Cost $107.65 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $241 Shares 3,000 Est. Cost $78.53 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $240 Shares 4,185 Est. Cost $48.31 Unrealized -5.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $238 Shares 2,761 Est. Cost $62.46 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $237 Shares 11,100 Est. Cost $20.57 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $233 Shares 3,890 Est. Cost $40.63 Unrealized +10.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $232 Shares 1,061 Est. Cost $165.93 Unrealized -7.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $232 Shares 3,874 Est. Cost $47.93 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $231 Shares 4,178 Est. Cost $54.34 Unrealized -11.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $231 Shares 3,963 Est. Cost $45.69 Unrealized +2.4%
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $228 Shares 4,800 Est. Cost $47.10 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $226 Shares 2,747 Est. Cost $65.00 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $225 Shares 3,296 Est. Cost $51.04 Unrealized 0.0%
IXUS ISHARES TR 0.0%
Value ($000) $219 Shares 4,000 Est. Cost $52.25 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.0%
Value ($000) $218 Shares 5,000 Est. Cost $51.56 Unrealized
BARD C R INC 0.0%
Value ($000) $217 Shares 875 Est. Cost $248.00 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $216 Shares 1,457 Est. Cost $148.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $214 Shares 799 Est. Cost $194.86 Unrealized +6.1%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $214 Shares 4,026 Est. Cost $53.15 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $207 Shares 867 Est. Cost $238.75 Unrealized
WNS HOLDINGS LTD 0.0%
Value ($000) $205 Shares 7,154 Est. Cost $28.66 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $204 Shares 3,133 Est. Cost $65.11 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $204 Shares 1,855 Est. Cost $113.54 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $204 Shares 2,422 Est. Cost $69.54 Unrealized 0.0%
CDP CORPORATE OFFICE PPTYS TR 0.0%
Value ($000) $202 Shares 6,100 Est. Cost $33.11 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $201 Shares 3,035 Est. Cost $47.00 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $201 Shares 2,522 Est. Cost $52.34 Unrealized 0.0%
RETAIL PPTYS AMER INC 0.0%
Value ($000) $159 Shares 11,000 Est. Cost $15.59 Unrealized
NAVIDEA BIOPHARMACEUTICALS I 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.90 Unrealized