Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $849,343 (100.0% shares, 0.0% debt)

Holdings (145)

SBUX Starbucks Corp 4.2%
Value ($000) $35,668 Shares 597,450 Est. Cost $39.84 Unrealized +19.0%
META Facebook Inc 3.8%
Value ($000) $32,619 Shares 285,877 Est. Cost $80.90 Unrealized +29.5%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.8%
Value ($000) $23,511 Shares 1,116,780 Est. Cost $20.88 Unrealized
AMZN Amazon.com Inc 2.7%
Value ($000) $22,877 Shares 38,537 Est. Cost $19.95 Unrealized +42.3%
Guggenheim BulletShares 2021 Corporate Bond ETF 2.7%
Value ($000) $22,779 Shares 1,079,051 Est. Cost $21.03 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.7%
Value ($000) $22,700 Shares 1,060,733 Est. Cost $21.35 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.7%
Value ($000) $22,620 Shares 1,065,965 Est. Cost $21.18 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.7%
Value ($000) $22,508 Shares 1,065,738 Est. Cost $21.26 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.6%
Value ($000) $22,443 Shares 991,315 Est. Cost $22.75 Unrealized
TRIP TripAdvisor Inc 2.6%
Value ($000) $21,853 Shares 328,611 Est. Cost $64.52 Unrealized -8.8%
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.5%
Value ($000) $21,381 Shares 969,641 Est. Cost $22.20 Unrealized
LinkedIn Corp 2.2%
Value ($000) $18,979 Shares 165,972 Est. Cost $180.76 Unrealized
GOOG Alphabet Inc 2.1%
Value ($000) $18,192 Shares 24,420 Est. Cost $30.73 Unrealized +15.7%
AAPL Apple Inc 2.0%
Value ($000) $17,295 Shares 158,687 Est. Cost $25.94 Unrealized -13.1%
Priceline Group Inc 2.0%
Value ($000) $16,722 Shares 12,973 Est. Cost $1171.34 Unrealized
MIDD Middleby Corp 1.9%
Value ($000) $16,229 Shares 152,004 Est. Cost $101.22 Unrealized -7.1%
IPGP IPG Photonics Corp 1.8%
Value ($000) $15,474 Shares 161,053 Est. Cost $82.72 Unrealized +2.5%
BIDU Baidu Inc 1.6%
Value ($000) $13,976 Shares 73,221 Est. Cost $196.90 Unrealized
UAA Under Armour Inc 1.6%
Value ($000) $13,812 Shares 162,815 Est. Cost $39.03 Unrealized +1.1%
MA MasterCard Inc 1.6%
Value ($000) $13,389 Shares 141,684 Est. Cost $80.03 Unrealized +4.2%
AMT American Tower Corp 1.4%
Value ($000) $12,096 Shares 118,157 Est. Cost $74.19 Unrealized -1.4%
DFE WisdomTree Europe SmallCap Dividend Fund 1.3%
Value ($000) $11,143 Shares 195,389 Est. Cost $54.54 Unrealized
DFJ WisdomTree Japan Smallcap Dividend Fund 1.3%
Value ($000) $10,920 Shares 198,296 Est. Cost $54.14 Unrealized
Panera Bread Co 1.3%
Value ($000) $10,680 Shares 52,140 Est. Cost $180.38 Unrealized
TSLA Tesla Motors Inc 1.2%
Value ($000) $10,488 Shares 45,644 Est. Cost $14.95 Unrealized -12.0%
ALGN Align Technology Inc 1.2%
Value ($000) $10,151 Shares 139,646 Est. Cost $59.34 Unrealized +10.3%
Ultimate Software Group Inc 1.1%
Value ($000) $9,130 Shares 47,182 Est. Cost $177.45 Unrealized
GNTX Gentex Corp 0.9%
Value ($000) $7,855 Shares 500,655 Est. Cost $16.52 Unrealized -11.9%
PYPL PayPal Holdings Inc 0.9%
Value ($000) $7,690 Shares 199,224 Est. Cost $35.23 Unrealized +2.3%
CTSH Cognizant Technology Solutions Corp 0.9%
Value ($000) $7,267 Shares 115,900 Est. Cost $49.33 Unrealized +4.5%
BLX Banco Latinoamericano de Comercio Exterior SA 0.8%
Value ($000) $6,997 Shares 288,913 Est. Cost $15.01 Unrealized -16.9%
MDT Medtronic PLC 0.8%
Value ($000) $6,938 Shares 92,513 Est. Cost $58.44 Unrealized +0.8%
BR Broadridge Financial Solutions Inc 0.8%
Value ($000) $6,813 Shares 114,870 Est. Cost $40.27 Unrealized +14.3%
CMI Cummins Inc 0.8%
Value ($000) $6,795 Shares 61,803 Est. Cost $99.70 Unrealized -25.6%
IONS Ionis Pharmaceuticals Inc 0.8%
Value ($000) $6,744 Shares 166,513 Est. Cost $49.45 Unrealized -17.9%
MKL Markel Corp 0.8%
Value ($000) $6,500 Shares 7,290 Est. Cost $711.59 Unrealized +20.8%
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value ($000) $6,089 Shares 235,835 Est. Cost $26.15 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value ($000) $6,012 Shares 235,853 Est. Cost $26.00 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $5,991 Shares 21,891 Est. Cost $12.88 Unrealized +32.6%
WisdomTree Australia Dividend Fund 0.7%
Value ($000) $5,971 Shares 124,601 Est. Cost $42.95 Unrealized
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value ($000) $5,797 Shares 240,253 Est. Cost $25.37 Unrealized
Colfax Corp 0.7%
Value ($000) $5,796 Shares 202,741 Est. Cost $37.75 Unrealized
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7%
Value ($000) $5,529 Shares 146,359 Est. Cost $37.39 Unrealized
ORCL Oracle Corp 0.6%
Value ($000) $5,456 Shares 133,374 Est. Cost $35.19 Unrealized -9.2%
DIS Walt Disney Co 0.6%
Value ($000) $5,360 Shares 53,968 Est. Cost $93.05 Unrealized -4.4%
Z Zillow Group Inc 0.6%
Value ($000) $5,349 Shares 225,400 Est. Cost $25.98 Unrealized -19.5%
TXRH Texas Roadhouse Inc 0.6%
Value ($000) $5,327 Shares 122,233 Est. Cost $30.53 Unrealized +7.9%
Express Scripts Holding Co 0.6%
Value ($000) $5,238 Shares 76,260 Est. Cost $84.65 Unrealized
MELI MercadoLibre Inc 0.6%
Value ($000) $5,160 Shares 43,784 Est. Cost $124.50 Unrealized -17.4%
SWGAY Swatch Group SA 0.6%
Value ($000) $5,134 Shares 299,007 Est. Cost $20.51 Unrealized
Drew Industries Inc 0.6%
Value ($000) $5,129 Shares 79,562 Est. Cost $58.02 Unrealized
FAST Fastenal Co 0.6%
Value ($000) $5,106 Shares 104,198 Est. Cost $7.79 Unrealized +7.6%
NSRGY Nestle SA 0.6%
Value ($000) $4,844 Shares 64,918 Est. Cost $74.57 Unrealized
AMWD American Woodmark Corp 0.5%
Value ($000) $4,668 Shares 62,583 Est. Cost $56.28 Unrealized +19.8%
THO Thor Industries Inc 0.5%
Value ($000) $4,578 Shares 71,787 Est. Cost $46.83 Unrealized -3.8%
PAREXEL International Corp 0.5%
Value ($000) $4,570 Shares 72,849 Est. Cost $59.41 Unrealized
WFC Wells Fargo & Co 0.5%
Value ($000) $4,399 Shares 90,967 Est. Cost $39.68 Unrealized -6.5%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.5%
Value ($000) $4,322 Shares 164,955 Est. Cost $22.78 Unrealized
OPLN KAR Auction Services Inc 0.5%
Value ($000) $4,316 Shares 113,160 Est. Cost $13.98 Unrealized -5.2%
PZZA Papa John's International Inc 0.5%
Value ($000) $4,158 Shares 76,736 Est. Cost $45.63 Unrealized -6.7%
Cabela's Inc 0.5%
Value ($000) $4,097 Shares 84,136 Est. Cost $49.75 Unrealized
STAG STAG Industrial Inc 0.5%
Value ($000) $4,018 Shares 197,367 Est. Cost $20.05 Unrealized
Twitter Inc 0.5%
Value ($000) $3,849 Shares 232,595 Est. Cost $36.55 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $3,811 Shares 24,183 Est. Cost $114.94 Unrealized +11.1%
Brookfield Asset Management Inc 0.4%
Value ($000) $3,783 Shares 108,738 Est. Cost $38.34 Unrealized
SolarCity Corp 0.4%
Value ($000) $3,740 Shares 152,144 Est. Cost $49.32 Unrealized
Cooper Companies Inc 0.4%
Value ($000) $3,625 Shares 23,542 Est. Cost $168.62 Unrealized
Retail Opportunity Investments Corp 0.4%
Value ($000) $3,581 Shares 177,988 Est. Cost $16.90 Unrealized
EWY Ishares Msci Korea 0.4%
Value ($000) $3,529 Shares 66,807 Est. Cost $49.30 Unrealized
Sberbank Rossii PAO 0.4%
Value ($000) $3,522 Shares 507,494 Est. Cost $4.73 Unrealized
Infinera Corp 0.4%
Value ($000) $3,491 Shares 217,391 Est. Cost $17.98 Unrealized
Core Laboratories NV 0.4%
Value ($000) $3,334 Shares 29,659 Est. Cost $102.23 Unrealized
AmTrust Financial Services Inc 0.4%
Value ($000) $3,312 Shares 127,957 Est. Cost $41.85 Unrealized
XPO XPO Logistics Inc 0.4%
Value ($000) $3,303 Shares 107,603 Est. Cost $12.09 Unrealized -27.9%
HDB HDFC Bank Ltd 0.4%
Value ($000) $3,289 Shares 53,366 Est. Cost $59.71 Unrealized
PRLB Proto Labs Inc 0.4%
Value ($000) $3,251 Shares 42,174 Est. Cost $67.47 Unrealized -4.3%
NFLX Netflix Inc 0.4%
Value ($000) $3,156 Shares 30,876 Est. Cost $9.85 Unrealized -0.3%
CHRW C.H. Robinson Worldwide Inc 0.4%
Value ($000) $3,156 Shares 42,518 Est. Cost $53.44 Unrealized +1.7%
Innophos Holdings Inc 0.4%
Value ($000) $3,146 Shares 101,767 Est. Cost $43.05 Unrealized
SLB Schlumberger NV 0.4%
Value ($000) $3,131 Shares 42,460 Est. Cost $58.13 Unrealized -8.6%
JLL Jones Lang LaSalle Inc 0.4%
Value ($000) $3,088 Shares 26,319 Est. Cost $136.68 Unrealized -13.4%
FANUY Fanuc Corp 0.4%
Value ($000) $3,032 Shares 117,359 Est. Cost $26.25 Unrealized
WYNN Wynn Resorts Ltd 0.4%
Value ($000) $3,002 Shares 32,129 Est. Cost $98.34 Unrealized -33.7%
Aceto Corp 0.4%
Value ($000) $2,975 Shares 126,294 Est. Cost $24.48 Unrealized
Genesee & Wyoming Inc 0.3%
Value ($000) $2,944 Shares 46,953 Est. Cost $58.91 Unrealized
Genomic Health Inc 0.3%
Value ($000) $2,883 Shares 116,396 Est. Cost $31.40 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $2,870 Shares 31,722 Est. Cost $14.50 Unrealized +1.5%
ZG Zillow Group Inc 0.3%
Value ($000) $2,868 Shares 112,235 Est. Cost $27.69 Unrealized -19.6%
PII Polaris Industries Inc 0.3%
Value ($000) $2,858 Shares 29,022 Est. Cost $123.14 Unrealized -29.6%
Natus Medical Inc 0.3%
Value ($000) $2,855 Shares 74,290 Est. Cost $39.55 Unrealized
FRCOY Fast Retailing Co Ltd 0.3%
Value ($000) $2,816 Shares 87,476 Est. Cost $39.55 Unrealized
TD Ameritrade Holding Corp 0.3%
Value ($000) $2,810 Shares 89,109 Est. Cost $35.61 Unrealized
Chicago Bridge & Iron Company NV 0.3%
Value ($000) $2,793 Shares 76,320 Est. Cost $39.27 Unrealized
MYGN Myriad Genetics Inc 0.3%
Value ($000) $2,786 Shares 74,419 Est. Cost $36.16 Unrealized +4.2%
Horizon Global Corp 0.3%
Value ($000) $2,688 Shares 213,675 Est. Cost $9.31 Unrealized
Varian Medical Systems Inc 0.3%
Value ($000) $2,602 Shares 32,514 Est. Cost $84.02 Unrealized
Tandem Diabetes Care Inc 0.3%
Value ($000) $2,587 Shares 297,008 Est. Cost $10.93 Unrealized
National Oilwell Varco Inc 0.3%
Value ($000) $2,570 Shares 82,645 Est. Cost $52.24 Unrealized
TRS TriMas Corp 0.3%
Value ($000) $2,545 Shares 145,249 Est. Cost $21.65 Unrealized -21.1%
Tupperware Brands Corp 0.3%
Value ($000) $2,540 Shares 43,811 Est. Cost $62.62 Unrealized
Syngenta AG 0.3%
Value ($000) $2,503 Shares 30,223 Est. Cost $79.07 Unrealized
TOWN TOWNE BANK 0.3%
Value ($000) $2,481 Shares 129,285 Est. Cost $20.25 Unrealized -8.6%
ABBNY ABB Ltd 0.3%
Value ($000) $2,354 Shares 121,205 Est. Cost $17.85 Unrealized
NKE Nike Inc 0.3%
Value ($000) $2,323 Shares 37,784 Est. Cost $49.95 Unrealized +6.5%
CMP Compass Minerals Internatonal Inc. 0.3%
Value ($000) $2,219 Shares 31,312 Est. Cost $52.78 Unrealized 0.0%
FDS FactSet Research Systems Inc 0.3%
Value ($000) $2,146 Shares 14,163 Est. Cost $149.82 Unrealized -10.1%
KapStone Paper and Packaging Corp 0.3%
Value ($000) $2,135 Shares 154,179 Est. Cost $23.63 Unrealized
INTC Intel Corp 0.3%
Value ($000) $2,129 Shares 65,826 Est. Cost $26.06 Unrealized -6.4%
ARM HOLDINGS PLC 0.2%
Value ($000) $2,114 Shares 48,390 Est. Cost $43.65 Unrealized
TPH TRI Pointe Group Inc 0.2%
Value ($000) $2,076 Shares 176,219 Est. Cost $14.30 Unrealized -26.1%
GPRO GoPro Inc 0.2%
Value ($000) $1,872 Shares 156,531 Est. Cost $46.78 Unrealized -73.5%
Constellium NV 0.2%
Value ($000) $1,803 Shares 347,493 Est. Cost $9.54 Unrealized
WSM Williams-Sonoma Inc 0.2%
Value ($000) $1,751 Shares 31,982 Est. Cost $29.76 Unrealized -28.0%
InvenSense Inc 0.2%
Value ($000) $1,542 Shares 183,530 Est. Cost $12.99 Unrealized
Market Vectors Africa Index ETF 0.2%
Value ($000) $1,533 Shares 81,033 Est. Cost $24.26 Unrealized
General Electric Co 0.2%
Value ($000) $1,484 Shares 46,677 Est. Cost $26.83 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $1,478 Shares 27,324 Est. Cost $28.49 Unrealized +5.4%
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,401 Shares 9,872 Est. Cost $142.03 Unrealized -6.7%
Time Warner Inc 0.2%
Value ($000) $1,371 Shares 18,896 Est. Cost $80.45 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,312 Shares 12,808 Est. Cost $73.57 Unrealized -0.4%
BRF SA 0.2%
Value ($000) $1,310 Shares 92,092 Est. Cost $19.59 Unrealized
GLW Corning Inc 0.1%
Value ($000) $1,234 Shares 59,069 Est. Cost $15.82 Unrealized -9.9%
Level 3 Communications Inc 0.1%
Value ($000) $1,146 Shares 21,693 Est. Cost $53.18 Unrealized
Forward Pharma A/S 0.1%
Value ($000) $1,092 Shares 64,231 Est. Cost $22.60 Unrealized
CHD Church & Dwight Co. Inc. 0.1%
Value ($000) $1,076 Shares 11,674 Est. Cost $38.38 Unrealized 0.0%
BWA BorgWarner Inc 0.1%
Value ($000) $771 Shares 20,076 Est. Cost $42.95 Unrealized -40.7%
DVN Devon Energy Corp 0.1%
Value ($000) $764 Shares 27,848 Est. Cost $38.43 Unrealized -55.9%
CX Cemex SAB de CV 0.0%
Value ($000) $79 Shares 10,816 Est. Cost $7.30 Unrealized
Nigerian Breweries Plc 0.0%
Value ($000) $47 Shares 50,000 Est. Cost $0.70 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $16 Shares 195,000 Est. Cost $0.08 Unrealized +1.4%
RepliCel Life Sciences Inc 0.0%
Value ($000) $6 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
Baron Energy Inc 0.0%
Value ($000) $2 Shares 68,813 Est. Cost $0.09 Unrealized
Redhawk Resources Inc 0.0%
Value ($000) $1 Shares 31,000 Est. Cost $0.06 Unrealized
Escalera Resources Co 0.0%
Value ($000) $1 Shares 85,000 Est. Cost $0.27 Unrealized
Fortress Financial Group Inc 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost Unrealized
Striker Oil & Gas Inc 0.0%
Value ($000) $0 Shares 26,700 Est. Cost Unrealized
Infinity Medical Group Inc 0.0%
Value ($000) $0 Shares 182,300 Est. Cost Unrealized
PharmEng International Inc 0.0%
Value ($000) $0 Shares 100,500 Est. Cost Unrealized
MSTF Monarch Staffing Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
Platforms Wireless International Corp 0.0%
Value ($000) $0 Shares 33,100 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 -22.1%
Vital Products Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
HGLC Hunt Gold Corp 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized 0.0%