Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 15, 2015

Total Value ($000): $481,717 (100.0% shares, 0.0% debt)

Holdings (147)

SBUX Starbucks Corp 3.6%
Value ($000) $17,570 Shares 185,538 Est. Cost $33.33 Unrealized +8.4%
META Facebook Inc 3.3%
Value ($000) $15,837 Shares 192,631 Est. Cost $76.62 Unrealized +1.5%
LinkedIn Corp 3.0%
Value ($000) $14,557 Shares 58,261 Est. Cost $238.63 Unrealized
AAPL Apple Inc 2.7%
Value ($000) $13,145 Shares 105,640 Est. Cost $25.47 Unrealized +5.4%
Whole Foods Market Inc 2.2%
Value ($000) $10,828 Shares 207,905 Est. Cost $51.27 Unrealized
BIDU Baidu Inc 2.2%
Value ($000) $10,379 Shares 49,804 Est. Cost $216.49 Unrealized
Guggenheim BulletShares 2022 Corporate Bond ETF 2.1%
Value ($000) $10,098 Shares 475,446 Est. Cost $21.24 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.0%
Value ($000) $9,797 Shares 460,177 Est. Cost $21.29 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.0%
Value ($000) $9,710 Shares 451,610 Est. Cost $21.50 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.0%
Value ($000) $9,676 Shares 453,741 Est. Cost $21.32 Unrealized
MIDD Middleby Corp 2.0%
Value ($000) $9,672 Shares 94,222 Est. Cost $95.78 Unrealized +6.0%
Guggenheim BulletShares 2019 Corporate Bond ETF 2.0%
Value ($000) $9,660 Shares 453,818 Est. Cost $21.29 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.0%
Value ($000) $9,647 Shares 422,568 Est. Cost $22.83 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.0%
Value ($000) $9,647 Shares 433,966 Est. Cost $22.23 Unrealized
MA MasterCard Inc 1.9%
Value ($000) $9,278 Shares 107,394 Est. Cost $77.58 Unrealized +4.7%
Priceline Group Inc 1.8%
Value ($000) $8,484 Shares 7,288 Est. Cost $1153.18 Unrealized
AMZN Amazon.com Inc 1.7%
Value ($000) $8,360 Shares 22,466 Est. Cost $16.75 Unrealized +5.0%
IPGP IPG Photonics Corp 1.7%
Value ($000) $8,276 Shares 89,278 Est. Cost $80.19 Unrealized +7.7%
UAA Under Armour Inc 1.6%
Value ($000) $7,614 Shares 94,294 Est. Cost $35.29 Unrealized +4.2%
PRLB Proto Labs Inc 1.5%
Value ($000) $7,274 Shares 103,919 Est. Cost $66.84 Unrealized +1.3%
Google Inc 1.4%
Value ($000) $6,835 Shares 12,472 Est. Cost $534.20 Unrealized
AMT American Tower Corp 1.3%
Value ($000) $6,209 Shares 65,952 Est. Cost $74.97 Unrealized -0.4%
MKL Markel Corp 1.2%
Value ($000) $5,785 Shares 7,523 Est. Cost $690.70 Unrealized +4.7%
InvenSense Inc 1.1%
Value ($000) $5,426 Shares 356,749 Est. Cost $15.66 Unrealized
Genomic Health Inc 1.1%
Value ($000) $5,325 Shares 174,289 Est. Cost $31.14 Unrealized
CTSH Cognizant Technology Solutions Corp 1.1%
Value ($000) $5,084 Shares 81,484 Est. Cost $46.69 Unrealized +12.0%
CMG Chipotle Mexican Grill Inc 1.1%
Value ($000) $5,065 Shares 7,786 Est. Cost $13.35 Unrealized +2.3%
TSLA Tesla Motors Inc 1.0%
Value ($000) $5,046 Shares 26,732 Est. Cost $14.08 Unrealized -4.1%
Twitter Inc 1.0%
Value ($000) $5,009 Shares 100,011 Est. Cost $45.09 Unrealized
TRIP TripAdvisor Inc 1.0%
Value ($000) $4,631 Shares 55,685 Est. Cost $69.73 Unrealized +0.2%
YELP Yelp Inc 0.9%
Value ($000) $4,366 Shares 92,217 Est. Cost $51.02 Unrealized -3.0%
Medtronic PLC 0.9%
Value ($000) $4,175 Shares 53,534 Est. Cost $74.97 Unrealized
SWGAY Swatch Group SA 0.9%
Value ($000) $4,108 Shares 195,270 Est. Cost $21.48 Unrealized
BR Broadridge Financial Solutions Inc 0.8%
Value ($000) $4,023 Shares 73,124 Est. Cost $37.08 Unrealized +13.1%
PAREXEL International Corp 0.8%
Value ($000) $3,980 Shares 57,694 Est. Cost $58.19 Unrealized
GNTX Gentex Corp 0.8%
Value ($000) $3,934 Shares 214,969 Est. Cost $17.23 Unrealized +2.4%
Express Scripts Holding Co 0.8%
Value ($000) $3,934 Shares 45,335 Est. Cost $85.73 Unrealized
CMI Cummins Inc 0.8%
Value ($000) $3,854 Shares 27,796 Est. Cost $104.74 Unrealized +0.1%
ORLY O'Reilly Automotive Inc 0.8%
Value ($000) $3,758 Shares 17,380 Est. Cost $12.05 Unrealized +11.5%
NFLX Netflix Inc 0.8%
Value ($000) $3,735 Shares 8,963 Est. Cost $5.73 Unrealized +5.9%
Isis Pharmaceuticals Inc 0.8%
Value ($000) $3,672 Shares 57,667 Est. Cost $63.03 Unrealized
Colfax Corp 0.8%
Value ($000) $3,663 Shares 76,741 Est. Cost $47.73 Unrealized
ORCL Oracle Corp 0.8%
Value ($000) $3,647 Shares 84,521 Est. Cost $34.98 Unrealized +5.3%
EWZS iShares MSCI Brazil Small-Cap ETF 0.7%
Value ($000) $3,426 Shares 314,555 Est. Cost $10.89 Unrealized
AmTrust Financial Services Inc 0.7%
Value ($000) $3,388 Shares 59,451 Est. Cost $56.39 Unrealized
Drew Industries Inc 0.7%
Value ($000) $3,288 Shares 53,429 Est. Cost $58.04 Unrealized
BLX Banco Latinoamericano de Comercio Exterior SA 0.7%
Value ($000) $3,275 Shares 99,869 Est. Cost $16.40 Unrealized -0.7%
WFC Wells Fargo & Co 0.7%
Value ($000) $3,234 Shares 59,448 Est. Cost $39.01 Unrealized +2.1%
DIS Walt Disney Co 0.7%
Value ($000) $3,184 Shares 30,359 Est. Cost $88.36 Unrealized +4.0%
AIG American International Group Inc 0.6%
Value ($000) $3,031 Shares 55,314 Est. Cost $41.15 Unrealized +0.1%
Infinera Corp 0.6%
Value ($000) $2,943 Shares 149,616 Est. Cost $17.62 Unrealized
COST Costco Wholesale Corp 0.6%
Value ($000) $2,874 Shares 18,973 Est. Cost $112.73 Unrealized +7.3%
MELI MercadoLibre Inc 0.6%
Value ($000) $2,849 Shares 23,250 Est. Cost $125.03 Unrealized +0.1%
Ultimate Software Group Inc 0.6%
Value ($000) $2,781 Shares 16,362 Est. Cost $161.82 Unrealized
SolarCity Corp 0.6%
Value ($000) $2,764 Shares 53,898 Est. Cost $52.01 Unrealized
TrueCar Inc 0.6%
Value ($000) $2,754 Shares 154,297 Est. Cost $17.85 Unrealized
PZZA Papa John's International Inc 0.6%
Value ($000) $2,732 Shares 44,197 Est. Cost $41.30 Unrealized +21.0%
Guggenheim Invest BulletShares 2018 HY Corp Bd ETF 0.6%
Value ($000) $2,695 Shares 103,869 Est. Cost $25.95 Unrealized
Guggenheim Invest BulletShares 2017 HY Corp Bd ETF 0.6%
Value ($000) $2,669 Shares 101,003 Est. Cost $26.42 Unrealized
Guggenheim Invest BulletShares 2016 HY Corp Bd ETF 0.6%
Value ($000) $2,661 Shares 101,000 Est. Cost $26.35 Unrealized
CNI Canadian National Railway Co 0.6%
Value ($000) $2,657 Shares 39,731 Est. Cost $55.85 Unrealized -0.1%
National Oilwell Varco Inc 0.5%
Value ($000) $2,628 Shares 52,562 Est. Cost $57.72 Unrealized
TD Ameritrade Holding Corp 0.5%
Value ($000) $2,619 Shares 70,282 Est. Cost $36.07 Unrealized
ALGN Align Technology Inc 0.5%
Value ($000) $2,567 Shares 47,734 Est. Cost $55.56 Unrealized +2.6%
L Loews Corp 0.5%
Value ($000) $2,517 Shares 61,657 Est. Cost $38.84 Unrealized -1.0%
EIDO iShares MSCI Indonesia ETF 0.5%
Value ($000) $2,517 Shares 90,696 Est. Cost $27.75 Unrealized
Tupperware Brands Corp 0.5%
Value ($000) $2,430 Shares 35,208 Est. Cost $64.25 Unrealized
HDB HDFC Bank Ltd 0.5%
Value ($000) $2,281 Shares 38,736 Est. Cost $58.89 Unrealized
Market Vectors Africa Index ETF 0.5%
Value ($000) $2,279 Shares 91,136 Est. Cost $25.01 Unrealized
Buffalo Wild Wings Inc 0.4%
Value ($000) $2,150 Shares 11,860 Est. Cost $180.67 Unrealized
Natus Medical Inc 0.4%
Value ($000) $1,996 Shares 50,563 Est. Cost $38.32 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $1,925 Shares 27,762 Est. Cost $52.20 Unrealized -1.0%
KO The Coca Cola Co 0.4%
Value ($000) $1,845 Shares 45,500 Est. Cost Unrealized
NSRGY Nestle SA 0.4%
Value ($000) $1,838 Shares 24,433 Est. Cost $75.23 Unrealized
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4%
Value ($000) $1,782 Shares 40,298 Est. Cost $43.38 Unrealized
BRF SA 0.4%
Value ($000) $1,760 Shares 88,985 Est. Cost $19.78 Unrealized
INTC Intel Corp 0.4%
Value ($000) $1,733 Shares 55,411 Est. Cost $26.46 Unrealized -1.7%
Cooper Companies Inc 0.4%
Value ($000) $1,722 Shares 9,186 Est. Cost $187.46 Unrealized
VMI Valmont Industries Inc 0.4%
Value ($000) $1,705 Shares 13,876 Est. Cost $131.40 Unrealized -6.7%
THO Thor Industries Inc 0.4%
Value ($000) $1,705 Shares 26,970 Est. Cost $48.00 Unrealized 0.0%
TCEHY Tencent Holdings Ltd 0.3%
Value ($000) $1,683 Shares 88,739 Est. Cost $18.97 Unrealized
TXRH Texas Roadhouse Inc 0.3%
Value ($000) $1,678 Shares 46,053 Est. Cost $29.59 Unrealized 0.0%
Constellium NV 0.3%
Value ($000) $1,622 Shares 79,803 Est. Cost $20.33 Unrealized
KapStone Paper and Packaging Corp 0.3%
Value ($000) $1,596 Shares 48,591 Est. Cost $32.85 Unrealized
Sberbank Rossii OAO 0.3%
Value ($000) $1,594 Shares 364,764 Est. Cost $4.37 Unrealized
Innophos Holdings Inc 0.3%
Value ($000) $1,589 Shares 28,201 Est. Cost $56.35 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $1,587 Shares 18,653 Est. Cost $14.25 Unrealized 0.0%
Horsehead Holding Corp 0.3%
Value ($000) $1,585 Shares 125,233 Est. Cost $12.66 Unrealized
PRAA Pra Group Inc 0.3%
Value ($000) $1,564 Shares 28,795 Est. Cost $57.32 Unrealized -6.8%
CASCADE BANCORP 0.3%
Value ($000) $1,512 Shares 315,004 Est. Cost $4.80 Unrealized
TRS TriMas Corp 0.3%
Value ($000) $1,496 Shares 48,591 Est. Cost $23.60 Unrealized 0.0%
RDY DR.REDDY'S LABORATORIES LTD 0.3%
Value ($000) $1,470 Shares 25,743 Est. Cost $57.10 Unrealized
DVN Devon Energy Corp 0.3%
Value ($000) $1,466 Shares 24,311 Est. Cost $41.25 Unrealized +0.8%
Brookfield Asset Management Inc 0.3%
Value ($000) $1,459 Shares 27,224 Est. Cost $53.59 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.3%
Value ($000) $1,439 Shares 61,297 Est. Cost $23.48 Unrealized
TUR iShares MSCI Turkey ETF 0.3%
Value ($000) $1,412 Shares 30,423 Est. Cost $46.41 Unrealized
Statoil ASA 0.3%
Value ($000) $1,410 Shares 80,158 Est. Cost $17.59 Unrealized
HLDCY Henderson Land Development Co Ltd 0.3%
Value ($000) $1,403 Shares 200,136 Est. Cost $7.01 Unrealized
BAP Credicorp Ltd 0.3%
Value ($000) $1,394 Shares 9,913 Est. Cost $111.78 Unrealized 0.0%
WYNN Wynn Resorts Ltd 0.3%
Value ($000) $1,394 Shares 11,073 Est. Cost $123.06 Unrealized 0.0%
Potash Corporation of Saskatchewan Inc 0.3%
Value ($000) $1,371 Shares 42,503 Est. Cost $34.63 Unrealized
NKE Nike Inc 0.3%
Value ($000) $1,342 Shares 13,378 Est. Cost $41.04 Unrealized +1.6%
Activision Blizzard Inc 0.3%
Value ($000) $1,310 Shares 57,665 Est. Cost $20.97 Unrealized
THD iShares MSCI Thailand Capped ETF 0.3%
Value ($000) $1,310 Shares 16,507 Est. Cost $79.36 Unrealized
AMWD American Woodmark Corp 0.3%
Value ($000) $1,299 Shares 23,730 Est. Cost $45.91 Unrealized 0.0%
Qunar Cayman Islands Ltd 0.3%
Value ($000) $1,297 Shares 31,431 Est. Cost $41.26 Unrealized
Catamaran Corp 0.3%
Value ($000) $1,282 Shares 21,530 Est. Cost $59.54 Unrealized
FRCOY Fast Retailing Co Ltd 0.3%
Value ($000) $1,276 Shares 32,874 Est. Cost $38.81 Unrealized
Carbo Ceramics Inc 0.3%
Value ($000) $1,260 Shares 41,292 Est. Cost $30.51 Unrealized
GLPI Gaming and Leisure Properties Inc 0.2%
Value ($000) $1,189 Shares 32,256 Est. Cost $36.86 Unrealized
CIEN Ciena Corp 0.2%
Value ($000) $1,167 Shares 60,426 Est. Cost $19.93 Unrealized 0.0%
XPO XPO Logistics Inc 0.2%
Value ($000) $1,139 Shares 25,052 Est. Cost $14.49 Unrealized 0.0%
OPLN KAR Auction Services Inc 0.2%
Value ($000) $1,068 Shares 28,148 Est. Cost $13.54 Unrealized 0.0%
Jiayuan.com International Ltd 0.2%
Value ($000) $1,059 Shares 208,470 Est. Cost $5.08 Unrealized
Rio Alto Mining Ltd 0.2%
Value ($000) $1,056 Shares 403,226 Est. Cost $2.62 Unrealized
Level 3 Communications Inc 0.2%
Value ($000) $1,049 Shares 19,475 Est. Cost $53.86 Unrealized
Xoom Corp 0.2%
Value ($000) $1,046 Shares 71,171 Est. Cost $14.70 Unrealized
Aceto Corp 0.2%
Value ($000) $1,045 Shares 47,487 Est. Cost $22.01 Unrealized
TPH Tri Pointe Homes Inc 0.2%
Value ($000) $1,019 Shares 66,033 Est. Cost $15.03 Unrealized 0.0%
Penn West Petroleum Ltd 0.2%
Value ($000) $1,017 Shares 616,356 Est. Cost $1.65 Unrealized
GEOS Geospace Technologies Corporation 0.2%
Value ($000) $1,012 Shares 61,274 Est. Cost $20.77 Unrealized 0.0%
HOG Harley-Davidson Inc 0.2%
Value ($000) $1,011 Shares 16,649 Est. Cost $62.87 Unrealized 0.0%
HCC Insurance Holdings Inc 0.2%
Value ($000) $1,006 Shares 17,748 Est. Cost $56.68 Unrealized
Cabela's Inc 0.2%
Value ($000) $1,001 Shares 17,879 Est. Cost $55.99 Unrealized
Oaktree Capital Group LLC 0.2%
Value ($000) $998 Shares 19,317 Est. Cost $51.66 Unrealized
Actuant Corp 0.2%
Value ($000) $998 Shares 42,034 Est. Cost $23.74 Unrealized
MYGN Myriad Genetics Inc 0.2%
Value ($000) $996 Shares 28,148 Est. Cost $35.79 Unrealized 0.0%
WSM Williams-Sonoma Inc 0.2%
Value ($000) $984 Shares 12,345 Est. Cost $30.70 Unrealized 0.0%
STAG STAG Industrial Inc 0.2%
Value ($000) $958 Shares 40,712 Est. Cost $24.10 Unrealized
American International Group Inc. 0.2%
Value ($000) $948 Shares 17,300 Est. Cost Unrealized
Varian Medical Systems Inc 0.2%
Value ($000) $933 Shares 9,920 Est. Cost $94.05 Unrealized
Retail Opportunity Investments Corp 0.2%
Value ($000) $931 Shares 50,892 Est. Cost $17.20 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $903 Shares 12,331 Est. Cost $56.45 Unrealized 0.0%
Annaly Capital Management Inc 0.2%
Value ($000) $900 Shares 86,529 Est. Cost $10.40 Unrealized
MSM MSC Industrial Direct Co Inc 0.2%
Value ($000) $849 Shares 11,761 Est. Cost $79.38 Unrealized -6.0%
SBA Communications Corp 0.2%
Value ($000) $848 Shares 7,239 Est. Cost $117.14 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $819 Shares 20,133 Est. Cost $38.87 Unrealized -4.2%
EKTAY Elekta publ AB 0.2%
Value ($000) $805 Shares 90,357 Est. Cost $8.91 Unrealized
AZO Autozone Inc 0.2%
Value ($000) $772 Shares 1,132 Est. Cost $628.12 Unrealized 0.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $487 Shares 5,729 Est. Cost $55.57 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $288 Shares 570 Est. Cost $56.60 Unrealized 0.0%
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $272 Shares 1,318 Est. Cost $206.37 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $219 Shares 9,000 Est. Cost $24.33 Unrealized
VZ Verizon Communications Inc 0.0%
Value ($000) $218 Shares 4,490 Est. Cost $27.62 Unrealized 0.0%
VUG Vanguard Growth Index Fund 0.0%
Value ($000) $213 Shares 2,037 Est. Cost $104.57 Unrealized
VNQ Vanguard REIT Index Fund 0.0%
Value ($000) $212 Shares 2,509 Est. Cost $84.50 Unrealized
TYL Tyler Technologies Inc 0.0%
Value ($000) $205 Shares 1,700 Est. Cost $114.53 Unrealized 0.0%