Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $842,132 (100.0% shares, 0.0% debt)

Holdings (151)

SBUX Starbucks Corp 4.2%
Value ($000) $35,209 Shares 586,516 Est. Cost $39.70 Unrealized +24.4%
META Facebook Inc 3.5%
Value ($000) $29,333 Shares 280,271 Est. Cost $80.42 Unrealized +26.8%
AMZN Amazon.com Inc 3.0%
Value ($000) $25,415 Shares 37,602 Est. Cost $19.74 Unrealized +59.7%
LinkedIn Corp 2.7%
Value ($000) $22,736 Shares 101,011 Est. Cost $223.47 Unrealized
Guggenheim BulletShares 2022 Corporate Bond ETF 2.6%
Value ($000) $21,948 Shares 1,081,994 Est. Cost $20.88 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.6%
Value ($000) $21,704 Shares 1,032,557 Est. Cost $21.26 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.6%
Value ($000) $21,630 Shares 960,464 Est. Cost $22.75 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.6%
Value ($000) $21,546 Shares 1,032,775 Est. Cost $21.18 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.5%
Value ($000) $21,468 Shares 1,027,690 Est. Cost $21.35 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.5%
Value ($000) $21,457 Shares 1,045,819 Est. Cost $21.02 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.5%
Value ($000) $20,746 Shares 939,586 Est. Cost $22.21 Unrealized
GOOG Alphabet Inc 2.2%
Value ($000) $18,212 Shares 23,999 Est. Cost $30.65 Unrealized +16.2%
Priceline Group Inc 2.0%
Value ($000) $16,428 Shares 12,885 Est. Cost $1171.34 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $16,291 Shares 154,772 Est. Cost $26.02 Unrealized -1.1%
MIDD Middleby Corp 1.9%
Value ($000) $15,995 Shares 148,282 Est. Cost $101.40 Unrealized +9.9%
TRIP TripAdvisor Inc 1.7%
Value ($000) $14,011 Shares 164,356 Est. Cost $70.17 Unrealized +2.3%
BIDU Baidu Inc 1.6%
Value ($000) $13,846 Shares 73,242 Est. Cost $196.90 Unrealized
IPGP IPG Photonics Corp 1.6%
Value ($000) $13,833 Shares 155,151 Est. Cost $82.64 Unrealized +3.7%
MA MasterCard Inc 1.6%
Value ($000) $13,533 Shares 139,004 Est. Cost $79.97 Unrealized +15.3%
UAA Under Armour Inc 1.5%
Value ($000) $12,792 Shares 158,688 Est. Cost $39.02 Unrealized +16.9%
Whole Foods Market Inc 1.5%
Value ($000) $12,274 Shares 366,386 Est. Cost $44.35 Unrealized
CMG Chipotle Mexican Grill Inc 1.3%
Value ($000) $11,317 Shares 23,585 Est. Cost $12.89 Unrealized -5.1%
AMT American Tower Corp 1.3%
Value ($000) $11,315 Shares 116,711 Est. Cost $74.20 Unrealized +2.3%
TSLA Tesla Motors Inc 1.3%
Value ($000) $10,745 Shares 44,771 Est. Cost $14.99 Unrealized -0.2%
DFJ WisdomTree Japan Smallcap Dividend Fund 1.2%
Value ($000) $10,185 Shares 180,079 Est. Cost $54.04 Unrealized
DFE WisdomTree Europe SmallCap Dividend Fund 1.2%
Value ($000) $9,938 Shares 177,461 Est. Cost $54.28 Unrealized
Panera Bread Co 1.2%
Value ($000) $9,879 Shares 50,720 Est. Cost $179.69 Unrealized
ALGN Align Technology Inc 1.1%
Value ($000) $8,908 Shares 135,282 Est. Cost $59.14 Unrealized +8.5%
Ultimate Software Group Inc 0.9%
Value ($000) $7,774 Shares 39,763 Est. Cost $174.46 Unrealized
GNTX Gentex Corp 0.9%
Value ($000) $7,716 Shares 481,934 Est. Cost $16.60 Unrealized -2.7%
SolarCity Corp 0.9%
Value ($000) $7,515 Shares 147,287 Est. Cost $50.13 Unrealized
BLX Banco Latinoamericano de Comercio Exterior SA 0.9%
Value ($000) $7,175 Shares 276,706 Est. Cost $15.12 Unrealized -3.2%
PYPL PayPal Holdings Inc 0.8%
Value ($000) $6,961 Shares 192,294 Est. Cost $35.20 Unrealized 0.0%
IONS Ionis Pharmaceuticals Inc 0.8%
Value ($000) $6,824 Shares 110,193 Est. Cost $53.96 Unrealized 0.0%
MDT Medtronic PLC 0.8%
Value ($000) $6,792 Shares 88,295 Est. Cost $58.42 Unrealized +0.2%
CTSH Cognizant Technology Solutions Corp 0.8%
Value ($000) $6,776 Shares 112,893 Est. Cost $49.27 Unrealized +16.0%
Express Scripts Holding Co 0.8%
Value ($000) $6,423 Shares 73,480 Est. Cost $85.25 Unrealized
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.8%
Value ($000) $6,422 Shares 183,172 Est. Cost $37.39 Unrealized
MKL Markel Corp 0.7%
Value ($000) $6,224 Shares 7,046 Est. Cost $706.47 Unrealized +23.2%
BR Broadridge Financial Solutions Inc 0.7%
Value ($000) $6,120 Shares 113,907 Est. Cost $40.27 Unrealized +16.8%
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value ($000) $5,919 Shares 228,783 Est. Cost $26.16 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value ($000) $5,711 Shares 228,797 Est. Cost $26.02 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $5,612 Shares 22,145 Est. Cost $12.88 Unrealized +34.6%
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value ($000) $5,514 Shares 233,039 Est. Cost $25.41 Unrealized
DIS Walt Disney Co 0.6%
Value ($000) $5,454 Shares 51,900 Est. Cost $93.21 Unrealized +9.7%
CMI Cummins Inc 0.6%
Value ($000) $5,247 Shares 59,620 Est. Cost $100.64 Unrealized -24.7%
Twitter Inc 0.6%
Value ($000) $5,209 Shares 225,112 Est. Cost $37.21 Unrealized
Z Zillow Group Inc 0.6%
Value ($000) $5,148 Shares 219,263 Est. Cost $26.12 Unrealized +1.2%
WisdomTree Australia Dividend Fund 0.6%
Value ($000) $5,052 Shares 113,241 Est. Cost $42.46 Unrealized
PAREXEL International Corp 0.6%
Value ($000) $5,029 Shares 73,828 Est. Cost $59.41 Unrealized
SWGAY Swatch Group SA 0.6%
Value ($000) $4,904 Shares 283,164 Est. Cost $20.69 Unrealized
ORCL Oracle Corp 0.6%
Value ($000) $4,897 Shares 134,062 Est. Cost $35.19 Unrealized -6.8%
MELI MercadoLibre Inc 0.6%
Value ($000) $4,873 Shares 42,615 Est. Cost $125.09 Unrealized -12.7%
WFC Wells Fargo & Co 0.6%
Value ($000) $4,821 Shares 88,685 Est. Cost $39.74 Unrealized +2.8%
AMWD American Woodmark Corp 0.5%
Value ($000) $4,578 Shares 57,240 Est. Cost $55.24 Unrealized +36.5%
Colfax Corp 0.5%
Value ($000) $4,493 Shares 192,418 Est. Cost $38.24 Unrealized
Drew Industries Inc 0.5%
Value ($000) $4,426 Shares 72,687 Est. Cost $57.41 Unrealized
NSRGY Nestle SA 0.5%
Value ($000) $4,394 Shares 59,041 Est. Cost $74.57 Unrealized
PZZA Papa John's International Inc 0.5%
Value ($000) $4,220 Shares 75,538 Est. Cost $45.68 Unrealized +9.2%
FAST Fastenal Co 0.5%
Value ($000) $4,187 Shares 102,565 Est. Cost $7.79 Unrealized -3.2%
TXRH Texas Roadhouse Inc 0.5%
Value ($000) $3,957 Shares 110,622 Est. Cost $30.28 Unrealized -1.1%
AmTrust Financial Services Inc 0.5%
Value ($000) $3,932 Shares 63,847 Est. Cost $57.89 Unrealized
OPLN KAR Auction Services Inc 0.5%
Value ($000) $3,797 Shares 102,543 Est. Cost $14.05 Unrealized +0.7%
COST Costco Wholesale Corp 0.4%
Value ($000) $3,764 Shares 23,306 Est. Cost $114.46 Unrealized +16.1%
Genomic Health Inc 0.4%
Value ($000) $3,738 Shares 106,180 Est. Cost $32.03 Unrealized
THO Thor Industries Inc 0.4%
Value ($000) $3,656 Shares 65,108 Est. Cost $47.02 Unrealized -3.3%
Infinera Corp 0.4%
Value ($000) $3,589 Shares 198,090 Est. Cost $18.17 Unrealized
Cabela's Inc 0.4%
Value ($000) $3,575 Shares 76,496 Est. Cost $49.86 Unrealized
Oaktree Capital Group LLC 0.4%
Value ($000) $3,506 Shares 73,479 Est. Cost $51.22 Unrealized
Sberbank Rossii PAO 0.4%
Value ($000) $3,414 Shares 589,574 Est. Cost $4.73 Unrealized
NFLX Netflix Inc 0.4%
Value ($000) $3,409 Shares 29,803 Est. Cost $9.85 Unrealized +16.0%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.4%
Value ($000) $3,407 Shares 149,780 Est. Cost $22.43 Unrealized
STAG STAG Industrial Inc 0.4%
Value ($000) $3,282 Shares 177,903 Est. Cost $20.01 Unrealized
Natus Medical Inc 0.4%
Value ($000) $3,262 Shares 67,888 Est. Cost $39.65 Unrealized
KapStone Paper and Packaging Corp 0.4%
Value ($000) $3,162 Shares 139,979 Est. Cost $24.63 Unrealized
TD Ameritrade Holding Corp 0.4%
Value ($000) $3,127 Shares 90,082 Est. Cost $35.61 Unrealized
Aceto Corp 0.4%
Value ($000) $3,110 Shares 115,277 Est. Cost $24.57 Unrealized
Brookfield Asset Management Inc 0.4%
Value ($000) $3,109 Shares 98,605 Est. Cost $38.71 Unrealized
FANUY Fanuc Corp 0.4%
Value ($000) $3,074 Shares 106,708 Est. Cost $26.29 Unrealized
BG GROUP PLC 0.4%
Value ($000) $3,040 Shares 209,388 Est. Cost $15.90 Unrealized
EWY Ishares Msci Korea 0.4%
Value ($000) $3,025 Shares 60,899 Est. Cost $48.96 Unrealized
HDB HDFC Bank Ltd 0.4%
Value ($000) $2,987 Shares 48,495 Est. Cost $59.51 Unrealized
Core Laboratories NV 0.3%
Value ($000) $2,943 Shares 27,068 Est. Cost $101.25 Unrealized
MYGN Myriad Genetics Inc 0.3%
Value ($000) $2,936 Shares 68,017 Est. Cost $36.02 Unrealized +17.3%
Retail Opportunity Investments Corp 0.3%
Value ($000) $2,912 Shares 162,661 Est. Cost $16.60 Unrealized
Cooper Companies Inc 0.3%
Value ($000) $2,889 Shares 21,530 Est. Cost $169.99 Unrealized
ZG Zillow Group Inc 0.3%
Value ($000) $2,846 Shares 109,294 Est. Cost $27.83 Unrealized +2.4%
FRCOY Fast Retailing Co Ltd 0.3%
Value ($000) $2,770 Shares 79,459 Est. Cost $40.29 Unrealized
GPRO GoPro Inc 0.3%
Value ($000) $2,767 Shares 153,642 Est. Cost $47.42 Unrealized -51.0%
Chicago Bridge & Iron Company NV 0.3%
Value ($000) $2,715 Shares 69,645 Est. Cost $39.53 Unrealized
SLB Schlumberger NV 0.3%
Value ($000) $2,700 Shares 38,713 Est. Cost $58.61 Unrealized -4.3%
Innophos Holdings Inc 0.3%
Value ($000) $2,677 Shares 92,361 Est. Cost $44.29 Unrealized
XPO XPO Logistics Inc 0.3%
Value ($000) $2,663 Shares 97,740 Est. Cost $12.43 Unrealized -20.1%
National Oilwell Varco Inc 0.3%
Value ($000) $2,635 Shares 78,678 Est. Cost $53.30 Unrealized
Tandem Diabetes Care Inc 0.3%
Value ($000) $2,510 Shares 212,552 Est. Cost $11.81 Unrealized
TRS TriMas Corp 0.3%
Value ($000) $2,459 Shares 131,868 Est. Cost $22.11 Unrealized -12.4%
Tupperware Brands Corp 0.3%
Value ($000) $2,453 Shares 44,082 Est. Cost $62.62 Unrealized
PRLB Proto Labs Inc 0.3%
Value ($000) $2,428 Shares 38,120 Est. Cost $67.78 Unrealized -4.8%
Constellium NV 0.3%
Value ($000) $2,420 Shares 314,285 Est. Cost $10.00 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $2,408 Shares 38,826 Est. Cost $53.36 Unrealized -0.9%
Varian Medical Systems Inc 0.3%
Value ($000) $2,397 Shares 29,661 Est. Cost $84.40 Unrealized
Genesee & Wyoming Inc 0.3%
Value ($000) $2,296 Shares 42,770 Est. Cost $58.54 Unrealized
NKE Nike Inc 0.3%
Value ($000) $2,285 Shares 36,567 Est. Cost $49.84 Unrealized +13.7%
TCEHY Tencent Holdings Ltd 0.3%
Value ($000) $2,267 Shares 115,546 Est. Cost $19.31 Unrealized
PII Polaris Industries Inc 0.3%
Value ($000) $2,245 Shares 26,122 Est. Cost $127.18 Unrealized -16.7%
Activision Blizzard Inc 0.3%
Value ($000) $2,234 Shares 57,712 Est. Cost $21.79 Unrealized
Syngenta AG 0.3%
Value ($000) $2,169 Shares 27,556 Est. Cost $78.71 Unrealized
JLL Jones Lang LaSalle Inc 0.3%
Value ($000) $2,126 Shares 13,300 Est. Cost $154.56 Unrealized 0.0%
FDS FactSet Research Systems Inc 0.3%
Value ($000) $2,122 Shares 13,053 Est. Cost $151.11 Unrealized 0.0%
INTC Intel Corp 0.2%
Value ($000) $2,064 Shares 59,917 Est. Cost $26.23 Unrealized +1.6%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $2,027 Shares 159,948 Est. Cost $14.68 Unrealized -8.7%
WYNN Wynn Resorts Ltd 0.2%
Value ($000) $2,025 Shares 29,265 Est. Cost $101.58 Unrealized -42.3%
Horizon Global Corp 0.2%
Value ($000) $2,013 Shares 194,107 Est. Cost $8.98 Unrealized
ARM HOLDINGS PLC 0.2%
Value ($000) $1,995 Shares 44,095 Est. Cost $43.65 Unrealized
ABBNY ABB Ltd 0.2%
Value ($000) $1,942 Shares 109,539 Est. Cost $17.68 Unrealized
TOWN TOWNE BANK 0.2%
Value ($000) $1,784 Shares 85,480 Est. Cost $21.14 Unrealized 0.0%
TSCO Tractor Supply Co 0.2%
Value ($000) $1,742 Shares 20,369 Est. Cost $14.38 Unrealized +5.7%
WSM Williams-Sonoma Inc 0.2%
Value ($000) $1,709 Shares 29,254 Est. Cost $30.54 Unrealized -12.1%
InvenSense Inc 0.2%
Value ($000) $1,685 Shares 164,688 Est. Cost $13.52 Unrealized
General Electric Co 0.2%
Value ($000) $1,383 Shares 44,394 Est. Cost $26.58 Unrealized
Market Vectors Africa Index ETF 0.2%
Value ($000) $1,308 Shares 73,528 Est. Cost $24.80 Unrealized
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,267 Shares 9,593 Est. Cost $142.31 Unrealized -5.7%
Penn West Petroleum Ltd 0.1%
Value ($000) $1,261 Shares 1,507,693 Est. Cost $1.22 Unrealized
BRF SA 0.1%
Value ($000) $1,154 Shares 83,537 Est. Cost $20.14 Unrealized
Time Warner Inc 0.1%
Value ($000) $1,117 Shares 17,272 Est. Cost $81.19 Unrealized
Forward Pharma A/S 0.1%
Value ($000) $1,108 Shares 58,291 Est. Cost $23.17 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,098 Shares 11,850 Est. Cost $73.60 Unrealized -3.0%
Level 3 Communications Inc 0.1%
Value ($000) $1,092 Shares 20,083 Est. Cost $53.21 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $1,071 Shares 23,180 Est. Cost $28.21 Unrealized -4.6%
GLW Corning Inc 0.1%
Value ($000) $996 Shares 54,494 Est. Cost $15.96 Unrealized -13.2%
DVN Devon Energy Corp 0.1%
Value ($000) $814 Shares 25,449 Est. Cost $40.46 Unrealized -29.9%
BWA BorgWarner Inc 0.1%
Value ($000) $792 Shares 18,326 Est. Cost $44.62 Unrealized -28.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $255 Shares 1,450 Est. Cost $28.85 Unrealized 0.0%
Workhorse Group Inc 0.0%
Value ($000) $78 Shares 10,100 Est. Cost $7.72 Unrealized
Nigerian Breweries Plc 0.0%
Value ($000) $27 Shares 50,000 Est. Cost $0.70 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $15 Shares 195,000 Est. Cost $0.08 Unrealized +15.5%
RepliCel Life Sciences Inc 0.0%
Value ($000) $8 Shares 43,000 Est. Cost $0.28 Unrealized
DNA Brands Inc 0.0%
Value ($000) $2 Shares 19,237,358 Est. Cost $0.00 Unrealized
Redhawk Resources Inc 0.0%
Value ($000) $1 Shares 31,000 Est. Cost $0.06 Unrealized
Baron Energy Inc 0.0%
Value ($000) $1 Shares 68,813 Est. Cost $0.09 Unrealized
Treaty Energy Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Escalera Resources Co 0.0%
Value ($000) $0 Shares 85,000 Est. Cost $0.27 Unrealized
Vital Products Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Striker Oil & Gas Inc 0.0%
Value ($000) $0 Shares 26,700 Est. Cost Unrealized
Platforms Wireless International Corp 0.0%
Value ($000) $0 Shares 33,100 Est. Cost Unrealized
Fortress Financial Group Inc 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost Unrealized
HGLC Hunt Gold Corp 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized 0.0%
HTDS Hard To Treat Diseases Inc 0.0%
Value ($000) $0 Shares 199,800 Est. Cost $0.00 Unrealized 0.0%
Infinity Medical Group Inc 0.0%
Value ($000) $0 Shares 182,300 Est. Cost Unrealized
MSTF Monarch Staffing Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
PharmEng International Inc 0.0%
Value ($000) $0 Shares 100,500 Est. Cost Unrealized