Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $769,561 (100.0% shares, 0.0% debt)

Holdings (163)

SBUX Starbucks Corp 4.1%
Value ($000) $31,810 Shares 559,642 Est. Cost $39.24 Unrealized +15.5%
META Facebook Inc 3.1%
Value ($000) $24,060 Shares 267,635 Est. Cost $79.40 Unrealized +14.8%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.7%
Value ($000) $21,057 Shares 1,021,671 Est. Cost $20.91 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.7%
Value ($000) $20,684 Shares 974,957 Est. Cost $21.28 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.7%
Value ($000) $20,650 Shares 970,411 Est. Cost $21.37 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.7%
Value ($000) $20,616 Shares 975,211 Est. Cost $21.19 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.7%
Value ($000) $20,594 Shares 987,698 Est. Cost $21.05 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.7%
Value ($000) $20,578 Shares 906,934 Est. Cost $22.77 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.6%
Value ($000) $19,688 Shares 887,253 Est. Cost $22.21 Unrealized
AMZN Amazon.com Inc 2.4%
Value ($000) $18,582 Shares 36,300 Est. Cost $19.32 Unrealized +30.9%
LinkedIn Corp 2.4%
Value ($000) $18,359 Shares 96,561 Est. Cost $223.40 Unrealized
AAPL Apple Inc 2.1%
Value ($000) $16,469 Shares 149,311 Est. Cost $26.03 Unrealized +1.0%
Priceline Group Inc 2.0%
Value ($000) $15,492 Shares 12,525 Est. Cost $1168.36 Unrealized
MIDD Middleby Corp 1.9%
Value ($000) $14,837 Shares 141,051 Est. Cost $100.89 Unrealized +14.2%
UAA Under Armour Inc 1.9%
Value ($000) $14,617 Shares 151,030 Est. Cost $38.68 Unrealized +22.9%
GOOG Alphabet Inc 1.8%
Value ($000) $14,178 Shares 23,303 Est. Cost $30.50 Unrealized 0.0%
MA MasterCard Inc 1.6%
Value ($000) $12,011 Shares 133,274 Est. Cost $79.44 Unrealized +11.2%
Whole Foods Market Inc 1.4%
Value ($000) $11,107 Shares 350,931 Est. Cost $44.83 Unrealized
TSLA Tesla Motors Inc 1.4%
Value ($000) $10,721 Shares 43,160 Est. Cost $14.99 Unrealized +13.4%
CMG Chipotle Mexican Grill Inc 1.3%
Value ($000) $10,206 Shares 14,170 Est. Cost $13.33 Unrealized +6.7%
TRIP TripAdvisor Inc 1.3%
Value ($000) $9,914 Shares 157,308 Est. Cost $70.10 Unrealized -4.0%
AMT American Tower Corp 1.3%
Value ($000) $9,913 Shares 112,678 Est. Cost $74.14 Unrealized -1.6%
BIDU Baidu Inc 1.3%
Value ($000) $9,757 Shares 71,010 Est. Cost $197.14 Unrealized
Panera Bread Co 1.2%
Value ($000) $9,418 Shares 48,694 Est. Cost $179.06 Unrealized
IPGP IPG Photonics Corp 1.2%
Value ($000) $9,246 Shares 121,702 Est. Cost $81.80 Unrealized +3.6%
KO The Coca Cola Co. 1.1%
Value ($000) $8,663 Shares 49,400 Est. Cost $29.04 Unrealized -0.7%
DFJ WisdomTree Japan Smallcap Dividend Fund 1.0%
Value ($000) $7,651 Shares 143,282 Est. Cost $53.40 Unrealized
DFE WisdomTree Europe SmallCap Dividend Fund 1.0%
Value ($000) $7,602 Shares 141,191 Est. Cost $53.84 Unrealized
MKL Markel Corp 0.9%
Value ($000) $6,886 Shares 8,588 Est. Cost $706.47 Unrealized +19.8%
CTSH Cognizant Technology Solutions Corp 0.9%
Value ($000) $6,652 Shares 106,248 Est. Cost $48.78 Unrealized +14.1%
BLX Banco Latinoamericano de Comercio Exterior SA 0.8%
Value ($000) $6,366 Shares 274,994 Est. Cost $15.12 Unrealized -4.5%
GNTX Gentex Corp 0.8%
Value ($000) $6,289 Shares 405,754 Est. Cost $16.68 Unrealized -4.7%
CMI Cummins Inc 0.8%
Value ($000) $6,260 Shares 57,653 Est. Cost $101.49 Unrealized -8.4%
SolarCity Corp 0.8%
Value ($000) $6,024 Shares 141,044 Est. Cost $50.09 Unrealized
ALGN Align Technology Inc 0.8%
Value ($000) $5,952 Shares 104,867 Est. Cost $57.69 Unrealized +3.3%
Twitter Inc 0.8%
Value ($000) $5,781 Shares 214,592 Est. Cost $37.90 Unrealized
Express Scripts Holding Co 0.7%
Value ($000) $5,753 Shares 71,057 Est. Cost $85.18 Unrealized
Z Zillow Group Inc 0.7%
Value ($000) $5,607 Shares 207,652 Est. Cost $26.10 Unrealized 0.0%
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value ($000) $5,593 Shares 216,183 Est. Cost $26.18 Unrealized
MDT Medtronic PLC 0.7%
Value ($000) $5,560 Shares 83,056 Est. Cost $58.41 Unrealized -2.4%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7%
Value ($000) $5,533 Shares 155,368 Est. Cost $37.81 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value ($000) $5,487 Shares 216,200 Est. Cost $26.08 Unrealized
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value ($000) $5,426 Shares 220,209 Est. Cost $25.51 Unrealized
Colfax Corp 0.7%
Value ($000) $5,364 Shares 179,354 Est. Cost $39.33 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $5,332 Shares 21,328 Est. Cost $12.71 Unrealized +27.0%
Ultimate Software Group Inc 0.7%
Value ($000) $5,201 Shares 29,055 Est. Cost $166.70 Unrealized
DIS Walt Disney Co 0.7%
Value ($000) $5,112 Shares 50,022 Est. Cost $92.87 Unrealized +7.4%
SWGAY Swatch Group SA 0.7%
Value ($000) $5,054 Shares 273,649 Est. Cost $20.81 Unrealized
BR Broadridge Financial Solutions Inc 0.6%
Value ($000) $4,979 Shares 89,960 Est. Cost $38.47 Unrealized +16.5%
ORCL Oracle Corp 0.6%
Value ($000) $4,699 Shares 130,092 Est. Cost $35.27 Unrealized -6.7%
AmTrust Financial Services Inc 0.6%
Value ($000) $4,644 Shares 73,736 Est. Cost $57.89 Unrealized
GPRO GoPro Inc 0.6%
Value ($000) $4,470 Shares 143,173 Est. Cost $49.19 Unrealized 0.0%
WFC Wells Fargo & Co 0.6%
Value ($000) $4,411 Shares 85,904 Est. Cost $39.71 Unrealized +3.4%
PAREXEL International Corp 0.6%
Value ($000) $4,411 Shares 71,241 Est. Cost $59.09 Unrealized
Isis Pharmaceuticals Inc 0.6%
Value ($000) $4,235 Shares 104,787 Est. Cost $55.99 Unrealized
NSRGY Nestle SA 0.5%
Value ($000) $4,082 Shares 54,248 Est. Cost $74.58 Unrealized
CNI Canadian National Railway Co 0.5%
Value ($000) $4,028 Shares 70,968 Est. Cost $53.08 Unrealized -9.3%
WisdomTree Australia Dividend Fund 0.5%
Value ($000) $3,778 Shares 90,157 Est. Cost $41.90 Unrealized
LULU Lululemon Athletica Inc 0.5%
Value ($000) $3,747 Shares 73,974 Est. Cost $63.93 Unrealized -4.7%
MELI MercadoLibre Inc 0.5%
Value ($000) $3,733 Shares 40,993 Est. Cost $125.72 Unrealized -7.1%
PZZA Papa John's International Inc 0.5%
Value ($000) $3,701 Shares 54,046 Est. Cost $44.01 Unrealized +31.8%
TXRH Texas Roadhouse Inc 0.5%
Value ($000) $3,688 Shares 99,134 Est. Cost $30.32 Unrealized +4.8%
YELP Yelp Inc 0.5%
Value ($000) $3,649 Shares 168,464 Est. Cost $43.91 Unrealized -36.8%
FAST Fastenal Co 0.5%
Value ($000) $3,621 Shares 98,897 Est. Cost $7.79 Unrealized -3.4%
Drew Industries Inc 0.5%
Value ($000) $3,554 Shares 65,081 Est. Cost $57.00 Unrealized
AMWD American Woodmark Corp 0.4%
Value ($000) $3,322 Shares 51,211 Est. Cost $52.87 Unrealized +19.6%
COST Costco Wholesale Corp 0.4%
Value ($000) $3,269 Shares 22,613 Est. Cost $113.90 Unrealized +5.0%
Oaktree Capital Group LLC 0.4%
Value ($000) $3,262 Shares 65,903 Est. Cost $51.62 Unrealized
OPLN KAR Auction Services Inc 0.4%
Value ($000) $3,262 Shares 91,879 Est. Cost $14.04 Unrealized +1.1%
Cabela's Inc 0.4%
Value ($000) $3,135 Shares 68,750 Est. Cost $50.21 Unrealized
HDB HDFC Bank Ltd 0.4%
Value ($000) $3,083 Shares 50,473 Est. Cost $59.51 Unrealized
THO Thor Industries Inc 0.4%
Value ($000) $3,019 Shares 58,280 Est. Cost $47.20 Unrealized -5.6%
Infinera Corp 0.4%
Value ($000) $2,982 Shares 152,452 Est. Cost $18.18 Unrealized
ZG Zillow Group Inc 0.4%
Value ($000) $2,980 Shares 103,720 Est. Cost $27.80 Unrealized -6.9%
NFLX Netflix Inc 0.4%
Value ($000) $2,973 Shares 28,794 Est. Cost $9.80 Unrealized +9.6%
FRCOY Fast Retailing Co Ltd 0.4%
Value ($000) $2,941 Shares 72,467 Est. Cost $40.81 Unrealized
Cooper Companies Inc 0.4%
Value ($000) $2,894 Shares 19,443 Est. Cost $173.83 Unrealized
National Oilwell Varco Inc 0.4%
Value ($000) $2,877 Shares 76,418 Est. Cost $53.89 Unrealized
Aceto Corp 0.4%
Value ($000) $2,831 Shares 103,124 Est. Cost $24.28 Unrealized
Brookfield Asset Management Inc 0.4%
Value ($000) $2,824 Shares 89,828 Est. Cost $39.41 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.4%
Value ($000) $2,821 Shares 135,935 Est. Cost $22.40 Unrealized
Sberbank Rossii PAO 0.4%
Value ($000) $2,797 Shares 568,467 Est. Cost $4.69 Unrealized
BG GROUP PLC 0.4%
Value ($000) $2,784 Shares 191,062 Est. Cost $16.03 Unrealized
TD Ameritrade Holding Corp 0.4%
Value ($000) $2,772 Shares 87,076 Est. Cost $35.64 Unrealized
Innophos Holdings Inc 0.3%
Value ($000) $2,633 Shares 66,425 Est. Cost $50.26 Unrealized
GEOS Geospace Technologies Corp 0.3%
Value ($000) $2,523 Shares 182,660 Est. Cost $19.54 Unrealized -15.0%
Retail Opportunity Investments Corp 0.3%
Value ($000) $2,430 Shares 146,893 Est. Cost $16.46 Unrealized
Constellium NV 0.3%
Value ($000) $2,415 Shares 398,488 Est. Cost $10.00 Unrealized
Natus Medical Inc 0.3%
Value ($000) $2,396 Shares 60,723 Est. Cost $38.66 Unrealized
EWY iShares MSCI South Korea Capped Index Fund 0.3%
Value ($000) $2,382 Shares 48,832 Est. Cost $48.78 Unrealized
SLB Schlumberger NV 0.3%
Value ($000) $2,382 Shares 34,533 Est. Cost $58.92 Unrealized 0.0%
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $2,365 Shares 34,888 Est. Cost $53.41 Unrealized -1.8%
PRLB Proto Labs Inc 0.3%
Value ($000) $2,314 Shares 34,541 Est. Cost $68.12 Unrealized +4.6%
MYGN Myriad Genetics Inc 0.3%
Value ($000) $2,280 Shares 60,843 Est. Cost $35.28 Unrealized +0.6%
Genesee & Wyoming Inc 0.3%
Value ($000) $2,270 Shares 38,418 Est. Cost $59.09 Unrealized
Core Laboratories NV 0.3%
Value ($000) $2,267 Shares 22,711 Est. Cost $99.82 Unrealized
Chicago Bridge & Iron Company NV 0.3%
Value ($000) $2,198 Shares 55,411 Est. Cost $39.67 Unrealized
FANUY Fanuc Corp 0.3%
Value ($000) $2,180 Shares 84,986 Est. Cost $25.65 Unrealized
NKE Nike Inc 0.3%
Value ($000) $2,158 Shares 17,553 Est. Cost $42.45 Unrealized +16.8%
Tupperware Brands Corp 0.3%
Value ($000) $2,123 Shares 42,897 Est. Cost $62.81 Unrealized
KapStone Paper and Packaging Corp 0.3%
Value ($000) $2,076 Shares 125,748 Est. Cost $24.86 Unrealized
GLPI Gaming and Leisure Properties Inc 0.3%
Value ($000) $2,071 Shares 69,741 Est. Cost $34.64 Unrealized
STAG STAG Industrial Inc 0.3%
Value ($000) $2,014 Shares 110,625 Est. Cost $20.97 Unrealized
WSM Williams-Sonoma Inc 0.3%
Value ($000) $2,008 Shares 26,300 Est. Cost $30.95 Unrealized +2.7%
Varian Medical Systems Inc 0.3%
Value ($000) $1,974 Shares 26,749 Est. Cost $84.79 Unrealized
TCEHY Tencent Holdings Ltd 0.3%
Value ($000) $1,962 Shares 116,244 Est. Cost $19.31 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $1,950 Shares 36,284 Est. Cost $51.15 Unrealized -13.7%
TRS TriMas Corp 0.3%
Value ($000) $1,936 Shares 118,421 Est. Cost $22.42 Unrealized -12.9%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $1,880 Shares 143,609 Est. Cost $14.82 Unrealized -2.3%
PII Polaris Industries Inc 0.2%
Value ($000) $1,866 Shares 15,568 Est. Cost $141.53 Unrealized -4.1%
Activision Blizzard Inc 0.2%
Value ($000) $1,860 Shares 60,226 Est. Cost $21.79 Unrealized
Annaly Capital Management Inc 0.2%
Value ($000) $1,847 Shares 187,156 Est. Cost $9.96 Unrealized
INTC Intel Corp 0.2%
Value ($000) $1,823 Shares 60,490 Est. Cost $26.23 Unrealized -13.7%
Genomic Health Inc 0.2%
Value ($000) $1,753 Shares 82,858 Est. Cost $31.14 Unrealized
Carbo Ceramics Inc 0.2%
Value ($000) $1,695 Shares 89,240 Est. Cost $29.59 Unrealized
Actuant Corp 0.2%
Value ($000) $1,677 Shares 91,184 Est. Cost $21.96 Unrealized
Market Vectors Africa Index ETF 0.2%
Value ($000) $1,650 Shares 83,633 Est. Cost $24.80 Unrealized
BRF SA 0.2%
Value ($000) $1,619 Shares 91,011 Est. Cost $20.14 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $1,617 Shares 19,175 Est. Cost $14.33 Unrealized +6.5%
ABBNY ABB Ltd 0.2%
Value ($000) $1,558 Shares 88,191 Est. Cost $17.67 Unrealized
Horizon Global Corp 0.2%
Value ($000) $1,538 Shares 174,339 Est. Cost $8.82 Unrealized
ARM HOLDINGS PLC 0.2%
Value ($000) $1,523 Shares 35,214 Est. Cost $43.25 Unrealized
Potash Corporation of Saskatchewan Inc 0.2%
Value ($000) $1,461 Shares 71,093 Est. Cost $29.65 Unrealized
WYNN Wynn Resorts Ltd 0.2%
Value ($000) $1,408 Shares 26,508 Est. Cost $106.04 Unrealized -28.6%
InvenSense Inc 0.2%
Value ($000) $1,389 Shares 149,486 Est. Cost $13.85 Unrealized
XPO XPO Logistics Inc 0.2%
Value ($000) $1,279 Shares 53,663 Est. Cost $14.48 Unrealized -9.4%
Forward Pharma A/S 0.2%
Value ($000) $1,256 Shares 53,304 Est. Cost $23.56 Unrealized
Time Warner Inc 0.2%
Value ($000) $1,205 Shares 17,528 Est. Cost $81.19 Unrealized
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,203 Shares 9,225 Est. Cost $142.63 Unrealized -3.9%
Horsehead Holding Corp 0.1%
Value ($000) $1,122 Shares 369,185 Est. Cost $7.78 Unrealized
General Electric Co 0.1%
Value ($000) $1,090 Shares 43,214 Est. Cost $26.45 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $1,053 Shares 24,211 Est. Cost $28.21 Unrealized -4.3%
Nordstrom Inc 0.1%
Value ($000) $1,044 Shares 14,565 Est. Cost $74.26 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $981 Shares 26,456 Est. Cost $40.46 Unrealized -22.1%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $977 Shares 11,869 Est. Cost $73.60 Unrealized -7.1%
GLW Corning Inc 0.1%
Value ($000) $939 Shares 54,826 Est. Cost $15.96 Unrealized -14.6%
Denbury Resources Inc 0.1%
Value ($000) $894 Shares 366,245 Est. Cost $5.16 Unrealized
Level 3 Communications Inc 0.1%
Value ($000) $878 Shares 20,105 Est. Cost $53.21 Unrealized
BWA BorgWarner Inc 0.1%
Value ($000) $786 Shares 18,887 Est. Cost $44.62 Unrealized -20.5%
EWZS iShares MSCI Brazil Small-Cap ETF 0.1%
Value ($000) $628 Shares 87,791 Est. Cost $10.93 Unrealized
Penn West Petroleum Ltd 0.1%
Value ($000) $623 Shares 1,384,173 Est. Cost $1.25 Unrealized
RDY DR.REDDY'S LABORATORIES LTD 0.1%
Value ($000) $451 Shares 7,054 Est. Cost $56.54 Unrealized
EIDO iShares MSCI Indonesia ETF 0.1%
Value ($000) $445 Shares 25,165 Est. Cost $26.29 Unrealized
HLDCY Henderson Land Development Co Ltd 0.0%
Value ($000) $365 Shares 61,502 Est. Cost $6.94 Unrealized
TUR iShares MSCI Turkey ETF 0.0%
Value ($000) $305 Shares 8,356 Est. Cost $46.01 Unrealized
THD iShares MSCI Thailand Capped ETF 0.0%
Value ($000) $277 Shares 4,445 Est. Cost $77.82 Unrealized
EKTAY Elekta publ AB 0.0%
Value ($000) $166 Shares 25,524 Est. Cost $8.06 Unrealized
Workhorse Group Inc 0.0%
Value ($000) $48 Shares 101,000 Est. Cost $0.19 Unrealized
Nigerian Breweries Plc 0.0%
Value ($000) $35 Shares 50,000 Est. Cost $0.70 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $27 Shares 195,000 Est. Cost $0.08 Unrealized +23.1%
Escalera Resources Co 0.0%
Value ($000) $14 Shares 85,000 Est. Cost $0.27 Unrealized
RepliCel Life Sciences Inc 0.0%
Value ($000) $12 Shares 43,000 Est. Cost $0.28 Unrealized
Halcon Resources Corp 0.0%
Value ($000) $8 Shares 14,500 Est. Cost $0.55 Unrealized
Baron Energy Inc 0.0%
Value ($000) $3 Shares 68,813 Est. Cost $0.09 Unrealized
KO The Coca Cola Co. 0.0%
Value ($000) $2 Shares 49,300 Est. Cost $29.04 Unrealized -0.7%
Redhawk Resources Inc 0.0%
Value ($000) $2 Shares 31,000 Est. Cost $0.06 Unrealized
DNA Brands Inc 0.0%
Value ($000) $2 Shares 19,237,358 Est. Cost $0.00 Unrealized
PharmEng International Inc 0.0%
Value ($000) $0 Shares 100,500 Est. Cost Unrealized
Treaty Energy Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
HTDS Hard To Treat Diseases Inc 0.0%
Value ($000) $0 Shares 199,800 Est. Cost $0.00 Unrealized 0.0%
HGLC Hunt Gold Corp 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized 0.0%
Infinity Medical Group Inc 0.0%
Value ($000) $0 Shares 182,300 Est. Cost Unrealized
Platforms Wireless International Corp 0.0%
Value ($000) $0 Shares 33,100 Est. Cost Unrealized