Valmark Advisers, Inc. Diversified Active

CIK: 0001380443 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $4,563,674 (100.0% shares, 0.0% debt)

Holdings (189)

VEU VANGUARD INTL EQUITY INDEX F 12.6%
Value ($000) $573,339 Shares 10,545,134 Est. Cost $45.98 Unrealized
VOO VANGUARD INDEX FDS 8.8%
Value ($000) $401,872 Shares 1,660,079 Est. Cost $242.09 Unrealized
IJH ISHARES TR 7.8%
Value ($000) $357,158 Shares 1,904,134 Est. Cost $120.36 Unrealized
IJR ISHARES TR 5.9%
Value ($000) $269,854 Shares 3,504,142 Est. Cost $83.05 Unrealized
LQD ISHARES TR 5.6%
Value ($000) $256,468 Shares 2,184,755 Est. Cost $115.69 Unrealized
TDTT FLEXSHARES TR 5.0%
Value ($000) $226,688 Shares 9,294,318 Est. Cost $24.77 Unrealized
IVE ISHARES TR 4.8%
Value ($000) $219,836 Shares 2,010,576 Est. Cost $81.02 Unrealized
IVW ISHARES TR 4.6%
Value ($000) $208,113 Shares 1,342,059 Est. Cost $87.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.3%
Value ($000) $198,499 Shares 4,225,190 Est. Cost $38.84 Unrealized
SPSB SPDR SERIES TRUST 3.4%
Value ($000) $155,559 Shares 5,150,944 Est. Cost $30.55 Unrealized
IEI ISHARES TR 3.3%
Value ($000) $150,192 Shares 1,245,165 Est. Cost $121.77 Unrealized
GUNR FLEXSHARES TR 3.2%
Value ($000) $145,568 Shares 4,468,024 Est. Cost $31.47 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $124,944 Shares 2,050,946 Est. Cost $53.36 Unrealized
SPYV SPDR SERIES TRUST 2.4%
Value ($000) $109,420 Shares 3,721,769 Est. Cost $29.40 Unrealized
HYG ISHARES TR 2.3%
Value ($000) $104,801 Shares 1,223,733 Est. Cost $91.13 Unrealized
VANECK VECTORS ETF TR 2.3%
Value ($000) $102,928 Shares 5,251,413 Est. Cost $18.44 Unrealized
VNQ VANGUARD INDEX FDS 2.2%
Value ($000) $100,237 Shares 1,328,165 Est. Cost $81.94 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $86,125 Shares 722,287 Est. Cost $93.24 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $75,857 Shares 1,550,955 Est. Cost $49.42 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $71,517 Shares 1,385,985 Est. Cost $53.64 Unrealized
SPYG SPDR SERIES TRUST 1.5%
Value ($000) $68,405 Shares 2,040,727 Est. Cost $33.52 Unrealized
HYLB DBX ETF TR 1.5%
Value ($000) $68,051 Shares 1,374,221 Est. Cost $49.52 Unrealized
CLAYMORE EXCHANGE TRD FD TR 1.4%
Value ($000) $63,733 Shares 1,947,821 Est. Cost $22.88 Unrealized
SHY ISHARES TR 1.1%
Value ($000) $48,650 Shares 582,219 Est. Cost $84.41 Unrealized
FLOT ISHARES TR 1.1%
Value ($000) $48,365 Shares 949,632 Est. Cost $50.78 Unrealized
ITOT ISHARES TR 0.9%
Value ($000) $41,660 Shares 689,057 Est. Cost $64.65 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.7%
Value ($000) $29,974 Shares 547,669 Est. Cost $53.25 Unrealized
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $25,677 Shares 199,201 Est. Cost $91.86 Unrealized
VDE VANGUARD WORLD FDS 0.5%
Value ($000) $24,806 Shares 268,551 Est. Cost $107.64 Unrealized
BSV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $20,269 Shares 258,400 Est. Cost $79.82 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $10,124 Shares 100,185 Est. Cost $97.63 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $9,622 Shares 196,243 Est. Cost $45.42 Unrealized
GMS INC 0.2%
Value ($000) $7,533 Shares 246,489 Est. Cost $37.64 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $7,318 Shares 76,937 Est. Cost $89.11 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $6,851 Shares 29,456 Est. Cost $224.25 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $6,197 Shares 128,098 Est. Cost $48.45 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $5,965 Shares 153,552 Est. Cost $39.00 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $5,457 Shares 53,736 Est. Cost $101.35 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $5,082 Shares 219,702 Est. Cost $24.61 Unrealized
DGS WISDOMTREE TR 0.1%
Value ($000) $5,043 Shares 93,316 Est. Cost $45.54 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $3,509 Shares 106,305 Est. Cost $31.80 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $3,221 Shares 39,051 Est. Cost $79.87 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $3,115 Shares 56,788 Est. Cost $50.48 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $3,078 Shares 18,344 Est. Cost $30.71 Unrealized +31.6%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $3,032 Shares 27,182 Est. Cost $93.80 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $2,964 Shares 66,983 Est. Cost $40.05 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,332 Shares 31,252 Est. Cost $57.02 Unrealized -2.3%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $2,313 Shares 77,371 Est. Cost $30.70 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,272 Shares 22,855 Est. Cost $69.58 Unrealized -1.3%
MUB ISHARES TR 0.0%
Value ($000) $2,137 Shares 19,617 Est. Cost $108.17 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $1,954 Shares 12,674 Est. Cost $154.78 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $1,932 Shares 22,434 Est. Cost $90.39 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1,924 Shares 23,938 Est. Cost $72.21 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $1,805 Shares 59,421 Est. Cost $29.68 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,782 Shares 28,589 Est. Cost $36.64 Unrealized -0.2%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,759 Shares 43,956 Est. Cost $40.49 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $1,744 Shares 25,030 Est. Cost $70.27 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $1,693 Shares 29,945 Est. Cost $56.81 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $1,604 Shares 33,545 Est. Cost $38.77 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,509 Shares 42,641 Est. Cost $35.48 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $1,410 Shares 29,355 Est. Cost $49.11 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1,357 Shares 28,115 Est. Cost $43.88 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,347 Shares 21,114 Est. Cost $64.43 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $1,346 Shares 49,131 Est. Cost $41.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,338 Shares 19,855 Est. Cost $72.21 Unrealized
WIP SPDR SERIES TRUST 0.0%
Value ($000) $1,294 Shares 21,730 Est. Cost $57.55 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $1,275 Shares 33,955 Est. Cost $38.42 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1,262 Shares 7,502 Est. Cost $162.76 Unrealized
BA BOEING CO 0.0%
Value ($000) $1,233 Shares 3,762 Est. Cost $222.56 Unrealized +45.1%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $1,162 Shares 7,258 Est. Cost $155.78 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $1,155 Shares 6,689 Est. Cost $174.29 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $1,142 Shares 24,678 Est. Cost $48.74 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,136 Shares 12,455 Est. Cost $93.44 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $1,120 Shares 5,427 Est. Cost $208.18 Unrealized
POWERSHARES ETF TR II 0.0%
Value ($000) $1,042 Shares 26,420 Est. Cost $41.75 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $982 Shares 27,678 Est. Cost $23.80 Unrealized +1.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $977 Shares 14,138 Est. Cost $69.69 Unrealized
T AT&T INC 0.0%
Value ($000) $959 Shares 26,905 Est. Cost $15.43 Unrealized +2.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $944 Shares 11,905 Est. Cost $72.65 Unrealized -6.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $929 Shares 6,326 Est. Cost $147.84 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $908 Shares 26,778 Est. Cost $34.66 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $907 Shares 3,448 Est. Cost $266.86 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $903 Shares 5,775 Est. Cost $112.63 Unrealized +21.3%
AOA ISHARES TR 0.0%
Value ($000) $899 Shares 16,802 Est. Cost $53.87 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $896 Shares 9,819 Est. Cost $73.34 Unrealized +15.0%
ELD WISDOMTREE TR 0.0%
Value ($000) $887 Shares 22,573 Est. Cost $38.56 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $886 Shares 17,249 Est. Cost $51.56 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $861 Shares 2,520 Est. Cost $344.20 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $849 Shares 10,049 Est. Cost $88.79 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $767 Shares 4,268 Est. Cost $179.66 Unrealized
ISHARES TR 0.0%
Value ($000) $763 Shares 30,031 Est. Cost $25.50 Unrealized
ISHARES TR 0.0%
Value ($000) $760 Shares 30,051 Est. Cost $25.50 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $741 Shares 4,831 Est. Cost $102.11 Unrealized +5.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $737 Shares 509 Est. Cost $55.02 Unrealized +30.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $732 Shares 5,711 Est. Cost $110.98 Unrealized -2.4%
IVV ISHARES TR 0.0%
Value ($000) $732 Shares 2,758 Est. Cost $268.85 Unrealized
POWERSHARES ETF TRUST II 0.0%
Value ($000) $719 Shares 31,321 Est. Cost $23.91 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $713 Shares 7,151 Est. Cost $100.18 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $705 Shares 6,571 Est. Cost $108.80 Unrealized
ISHARES TR 0.0%
Value ($000) $681 Shares 26,870 Est. Cost $25.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $669 Shares 3,354 Est. Cost $152.47 Unrealized +34.7%
IWF ISHARES TR 0.0%
Value ($000) $667 Shares 4,903 Est. Cost $134.60 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $655 Shares 6,002 Est. Cost $85.99 Unrealized +3.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $645 Shares 1,644 Est. Cost $56.63 Unrealized +124.4%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $637 Shares 7,967 Est. Cost $81.60 Unrealized
RAYTHEON CO 0.0%
Value ($000) $596 Shares 2,763 Est. Cost $187.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $580 Shares 12,123 Est. Cost $31.96 Unrealized +3.3%
ITA ISHARES TR 0.0%
Value ($000) $578 Shares 2,918 Est. Cost $198.08 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $573 Shares 11,331 Est. Cost $41.72 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $572 Shares 37,888 Est. Cost $9.77 Unrealized +12.7%
IWD ISHARES TR 0.0%
Value ($000) $518 Shares 4,317 Est. Cost $124.14 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $509 Shares 9,268 Est. Cost $55.26 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $507 Shares 9,314 Est. Cost $43.00 Unrealized -1.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $501 Shares 4,992 Est. Cost $94.33 Unrealized +7.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $457 Shares 4,088 Est. Cost $116.13 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $454 Shares 3,507 Est. Cost $132.78 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $453 Shares 2,365 Est. Cost $157.41 Unrealized +17.3%
IGE ISHARES TR 0.0%
Value ($000) $439 Shares 13,275 Est. Cost $33.64 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $435 Shares 3,778 Est. Cost $115.14 Unrealized
ISHARES TR 0.0%
Value ($000) $423 Shares 16,664 Est. Cost $25.42 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.0%
Value ($000) $413 Shares 4,681 Est. Cost $28.71 Unrealized +12.0%
SPDR SERIES TRUST 0.0%
Value ($000) $410 Shares 3,084 Est. Cost $133.09 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $401 Shares 29,758 Est. Cost $19.55 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $394 Shares 7,466 Est. Cost $54.65 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $389 Shares 3,410 Est. Cost $83.59 Unrealized +1.7%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $388 Shares 3,455 Est. Cost $111.43 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $383 Shares 3,505 Est. Cost $111.56 Unrealized
REZ ISHARES TR 0.0%
Value ($000) $382 Shares 6,624 Est. Cost $62.25 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $372 Shares 2,961 Est. Cost $123.49 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $364 Shares 2,042 Est. Cost $141.67 Unrealized +9.2%
ALPS ETF TR 0.0%
Value ($000) $362 Shares 38,678 Est. Cost $10.67 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $355 Shares 3,440 Est. Cost $105.52 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $351 Shares 14,222 Est. Cost $24.95 Unrealized
FTEC FIDELITY 0.0%
Value ($000) $349 Shares 6,736 Est. Cost $51.81 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $347 Shares 5,882 Est. Cost $58.99 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $345 Shares 6,067 Est. Cost $57.13 Unrealized +2.4%
SHM SPDR SER TR 0.0%
Value ($000) $338 Shares 7,058 Est. Cost $48.65 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $336 Shares 3,438 Est. Cost $98.33 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $331 Shares 6,262 Est. Cost $52.86 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $329 Shares 5,630 Est. Cost $58.61 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $327 Shares 3,122 Est. Cost $105.91 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $325 Shares 3,268 Est. Cost $100.99 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $313 Shares 2,489 Est. Cost $127.63 Unrealized
WMT WALMART INC 0.0%
Value ($000) $312 Shares 3,510 Est. Cost $26.82 Unrealized +5.7%
MONSANTO CO NEW 0.0%
Value ($000) $311 Shares 2,668 Est. Cost $116.94 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $309 Shares 2,806 Est. Cost $81.33 Unrealized +12.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $308 Shares 7,192 Est. Cost $28.15 Unrealized +18.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $304 Shares 5,802 Est. Cost $45.31 Unrealized +5.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $301 Shares 5,720 Est. Cost $56.84 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $299 Shares 4,695 Est. Cost $71.14 Unrealized
MMM 3M CO 0.0%
Value ($000) $298 Shares 1,356 Est. Cost $144.97 Unrealized +3.6%
AOR ISHARES TR 0.0%
Value ($000) $294 Shares 6,600 Est. Cost $44.88 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $287 Shares 4,094 Est. Cost $67.71 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $286 Shares 1,818 Est. Cost $155.30 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $276 Shares 3,190 Est. Cost $88.68 Unrealized
ISHARES TR 0.0%
Value ($000) $275 Shares 10,765 Est. Cost $25.64 Unrealized
ISHARES TR 0.0%
Value ($000) $274 Shares 10,989 Est. Cost $24.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $274 Shares 810 Est. Cost $253.57 Unrealized +8.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $271 Shares 3,455 Est. Cost $79.26 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $271 Shares 5,194 Est. Cost $36.55 Unrealized +9.6%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $269 Shares 5,112 Est. Cost $52.62 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $266 Shares 5,258 Est. Cost $39.05 Unrealized +2.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $264 Shares 2,545 Est. Cost $78.19 Unrealized +11.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $256 Shares 7,494 Est. Cost $30.73 Unrealized +3.4%
ABBV ABBVIE INC 0.0%
Value ($000) $253 Shares 2,671 Est. Cost $66.89 Unrealized +17.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $250 Shares 3,817 Est. Cost $64.18 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $248 Shares 1,892 Est. Cost $130.55 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $246 Shares 1,704 Est. Cost $113.37 Unrealized +3.6%
IWM ISHARES TR 0.0%
Value ($000) $244 Shares 1,604 Est. Cost $152.40 Unrealized
TEEKAY LNG PARTNERS L P 0.0%
Value ($000) $242 Shares 13,509 Est. Cost $13.50 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $242 Shares 1,515 Est. Cost $175.52 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $239 Shares 2,102 Est. Cost $96.45 Unrealized +2.2%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $239 Shares 14,626 Est. Cost $14.45 Unrealized +8.3%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $237 Shares 8,265 Est. Cost $28.68 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $236 Shares 7,685 Est. Cost $30.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $232 Shares 1,084 Est. Cost $174.50 Unrealized +15.3%
BAC BANK AMER CORP 0.0%
Value ($000) $226 Shares 7,552 Est. Cost $22.82 Unrealized +14.2%
IYJ ISHARES TR 0.0%
Value ($000) $225 Shares 1,552 Est. Cost $147.58 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $225 Shares 1,380 Est. Cost $31.53 Unrealized +0.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $224 Shares 890 Est. Cost $184.61 Unrealized +18.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $222 Shares 1,210 Est. Cost $172.47 Unrealized
STPZ PIMCO ETF TR 0.0%
Value ($000) $218 Shares 4,185 Est. Cost $52.67 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $213 Shares 1,736 Est. Cost $120.39 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $208 Shares 4,555 Est. Cost $43.49 Unrealized +1.8%
KO COCA COLA CO 0.0%
Value ($000) $204 Shares 4,694 Est. Cost $35.63 Unrealized -1.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $202 Shares 3,198 Est. Cost $48.10 Unrealized 0.0%
GYLD ARROW ETF TR 0.0%
Value ($000) $193 Shares 11,312 Est. Cost $17.06 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $171 Shares 11,343 Est. Cost $11.40 Unrealized -2.8%
ISHARES GOLD TRUST 0.0%
Value ($000) $166 Shares 13,049 Est. Cost $12.53 Unrealized