Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $911,597 (100.0% shares, 0.0% debt)

Holdings (161)

SBUX Starbucks Corp 3.7%
Value ($000) $34,169 Shares 598,198 Est. Cost $39.84 Unrealized +16.6%
META Facebook Inc 3.6%
Value ($000) $32,698 Shares 286,119 Est. Cost $80.90 Unrealized +41.4%
AMZN Amazon.com Inc 3.2%
Value ($000) $29,315 Shares 40,965 Est. Cost $20.77 Unrealized +62.8%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.7%
Value ($000) $25,018 Shares 1,161,462 Est. Cost $20.91 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.6%
Value ($000) $24,143 Shares 1,121,905 Est. Cost $21.04 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.6%
Value ($000) $23,950 Shares 1,103,158 Est. Cost $21.36 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.6%
Value ($000) $23,758 Shares 1,108,612 Est. Cost $21.19 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.6%
Value ($000) $23,686 Shares 1,108,356 Est. Cost $21.26 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.6%
Value ($000) $23,475 Shares 1,030,950 Est. Cost $22.75 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.4%
Value ($000) $22,226 Shares 1,008,404 Est. Cost $22.20 Unrealized
TRIP TripAdvisor Inc 2.3%
Value ($000) $21,234 Shares 330,235 Est. Cost $64.52 Unrealized -10.7%
MIDD Middleby Corp 1.9%
Value ($000) $17,269 Shares 149,840 Est. Cost $101.22 Unrealized +13.4%
Priceline Group Inc 1.9%
Value ($000) $17,021 Shares 13,634 Est. Cost $1175.08 Unrealized
GOOG Alphabet Inc 1.8%
Value ($000) $16,707 Shares 24,139 Est. Cost $30.73 Unrealized +16.0%
PYPL PayPal Holdings Inc 1.8%
Value ($000) $16,586 Shares 454,277 Est. Cost $36.86 Unrealized +3.5%
AAPL Apple Inc 1.8%
Value ($000) $16,007 Shares 167,436 Est. Cost $25.76 Unrealized -12.2%
UA Under Armour Inc 1.6%
Value ($000) $14,894 Shares 409,176 Est. Cost $37.40 Unrealized 0.0%
AMT American Tower Corp 1.5%
Value ($000) $13,733 Shares 120,876 Est. Cost $74.41 Unrealized +12.6%
IPGP IPG Photonics Corp 1.4%
Value ($000) $13,032 Shares 162,896 Est. Cost $82.78 Unrealized +6.2%
MA MasterCard Inc 1.4%
Value ($000) $12,615 Shares 143,257 Est. Cost $80.15 Unrealized +12.6%
BIDU Baidu Inc 1.3%
Value ($000) $12,122 Shares 73,397 Est. Cost $196.90 Unrealized
DFJ WisdomTree Japan Smallcap Dividend Fund 1.3%
Value ($000) $11,859 Shares 213,028 Est. Cost $54.24 Unrealized
ALGN Align Technology Inc 1.2%
Value ($000) $11,394 Shares 141,448 Est. Cost $59.56 Unrealized +28.4%
Panera Bread Co 1.2%
Value ($000) $11,184 Shares 52,768 Est. Cost $180.75 Unrealized
DFE WisdomTree Europe SmallCap Dividend Fund 1.2%
Value ($000) $10,712 Shares 209,922 Est. Cost $54.29 Unrealized
NKE Nike Inc 1.1%
Value ($000) $10,316 Shares 186,878 Est. Cost $50.24 Unrealized +0.1%
Ultimate Software Group Inc 1.1%
Value ($000) $9,901 Shares 47,082 Est. Cost $177.45 Unrealized
TSLA Tesla Motors Inc 1.1%
Value ($000) $9,599 Shares 45,217 Est. Cost $14.95 Unrealized +1.3%
DIS Walt Disney Co 1.0%
Value ($000) $8,751 Shares 89,456 Est. Cost $92.70 Unrealized -0.6%
MDT Medtronic PLC 0.9%
Value ($000) $8,402 Shares 96,827 Est. Cost $58.66 Unrealized +8.3%
GNTX Gentex Corp 0.9%
Value ($000) $8,130 Shares 526,201 Est. Cost $16.49 Unrealized -3.7%
Z Zillow Group Inc 0.9%
Value ($000) $8,121 Shares 223,845 Est. Cost $25.98 Unrealized +6.8%
BLX Banco Latinoamericano de Comercio Exterior SA 0.9%
Value ($000) $8,047 Shares 303,645 Est. Cost $14.98 Unrealized -4.7%
IONS Ionis Pharmaceuticals Inc 0.9%
Value ($000) $7,900 Shares 339,197 Est. Cost $40.70 Unrealized -20.7%
BR Broadridge Financial Solutions Inc 0.9%
Value ($000) $7,787 Shares 119,439 Est. Cost $40.74 Unrealized +28.9%
Drew Industries Inc 0.8%
Value ($000) $7,135 Shares 84,095 Est. Cost $59.46 Unrealized
MKL Markel Corp 0.8%
Value ($000) $7,019 Shares 7,367 Est. Cost $713.89 Unrealized +30.4%
CMI Cummins Inc 0.8%
Value ($000) $7,016 Shares 62,399 Est. Cost $99.70 Unrealized -12.1%
CVS CVS Health Corp 0.7%
Value ($000) $6,659 Shares 69,558 Est. Cost $74.51 Unrealized 0.0%
UAA Under Armour Inc 0.7%
Value ($000) $6,476 Shares 161,377 Est. Cost $39.03 Unrealized +2.3%
CTSH Cognizant Technology Solutions Corp 0.7%
Value ($000) $6,471 Shares 113,058 Est. Cost $49.33 Unrealized +8.6%
WisdomTree Australia Dividend Fund 0.7%
Value ($000) $6,417 Shares 133,795 Est. Cost $43.30 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value ($000) $6,334 Shares 245,093 Est. Cost $25.99 Unrealized
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value ($000) $6,323 Shares 245,069 Est. Cost $26.14 Unrealized
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value ($000) $6,202 Shares 249,668 Est. Cost $25.35 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $6,121 Shares 22,580 Est. Cost $13.03 Unrealized +35.7%
MELI MercadoLibre Inc 0.7%
Value ($000) $6,105 Shares 43,397 Est. Cost $124.50 Unrealized +3.8%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7%
Value ($000) $6,086 Shares 157,088 Est. Cost $37.48 Unrealized
TXRH Texas Roadhouse Inc 0.6%
Value ($000) $5,919 Shares 129,797 Est. Cost $30.95 Unrealized +21.9%
ORCL Oracle Corp 0.6%
Value ($000) $5,634 Shares 137,654 Est. Cost $35.17 Unrealized -1.7%
Colfax Corp 0.6%
Value ($000) $5,592 Shares 211,336 Est. Cost $37.29 Unrealized
PZZA Papa John's International Inc 0.6%
Value ($000) $5,426 Shares 79,792 Est. Cost $45.78 Unrealized +8.3%
NSRGY Nestle SA 0.6%
Value ($000) $5,362 Shares 69,357 Est. Cost $74.75 Unrealized
OPLN KAR Auction Services Inc 0.6%
Value ($000) $5,021 Shares 120,298 Est. Cost $14.04 Unrealized +6.6%
STAG STAG Industrial Inc 0.5%
Value ($000) $5,011 Shares 210,462 Est. Cost $20.28 Unrealized
FAST Fastenal Co 0.5%
Value ($000) $4,961 Shares 111,756 Est. Cost $7.87 Unrealized +12.8%
THO Thor Industries Inc 0.5%
Value ($000) $4,941 Shares 76,317 Est. Cost $47.20 Unrealized +12.1%
PAREXEL International Corp 0.5%
Value ($000) $4,736 Shares 75,325 Est. Cost $59.52 Unrealized
Sberbank Rossii PAO 0.5%
Value ($000) $4,733 Shares 542,193 Est. Cost $4.98 Unrealized
WFC Wells Fargo & Co 0.5%
Value ($000) $4,646 Shares 98,163 Est. Cost $39.50 Unrealized -5.7%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.5%
Value ($000) $4,628 Shares 176,452 Est. Cost $23.00 Unrealized
Splunk Inc 0.5%
Value ($000) $4,622 Shares 85,315 Est. Cost $54.18 Unrealized
SWGAY Swatch Group SA 0.5%
Value ($000) $4,579 Shares 314,831 Est. Cost $20.21 Unrealized
Innophos Holdings Inc 0.5%
Value ($000) $4,544 Shares 107,661 Est. Cost $43.01 Unrealized
Cabela's Inc 0.5%
Value ($000) $4,451 Shares 88,912 Est. Cost $49.77 Unrealized
AMWD American Woodmark Corp 0.5%
Value ($000) $4,388 Shares 66,111 Est. Cost $57.13 Unrealized +26.5%
TCEHY Tencent Holdings Ltd 0.5%
Value ($000) $4,260 Shares 185,477 Est. Cost $22.97 Unrealized
Cooper Companies Inc 0.5%
Value ($000) $4,249 Shares 24,765 Est. Cost $168.76 Unrealized
ZG Zillow Group Inc 0.4%
Value ($000) $4,080 Shares 111,331 Est. Cost $27.69 Unrealized +2.5%
Retail Opportunity Investments Corp 0.4%
Value ($000) $4,074 Shares 187,999 Est. Cost $17.15 Unrealized
Twitter Inc 0.4%
Value ($000) $3,929 Shares 232,338 Est. Cost $36.55 Unrealized
Core Laboratories NV 0.4%
Value ($000) $3,928 Shares 31,704 Est. Cost $103.63 Unrealized
Brookfield Asset Management Inc 0.4%
Value ($000) $3,848 Shares 116,357 Est. Cost $38.00 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $3,834 Shares 24,415 Est. Cost $114.94 Unrealized +11.4%
HDB HDFC Bank Ltd 0.4%
Value ($000) $3,772 Shares 56,844 Est. Cost $60.11 Unrealized
EWY Ishares Msci Korea 0.4%
Value ($000) $3,729 Shares 71,623 Est. Cost $49.48 Unrealized
FRCOY Fast Retailing Co Ltd 0.4%
Value ($000) $3,670 Shares 137,262 Est. Cost $34.90 Unrealized
Infinera Corp 0.4%
Value ($000) $3,631 Shares 321,930 Est. Cost $15.80 Unrealized
SLB Schlumberger NV 0.4%
Value ($000) $3,594 Shares 45,450 Est. Cost $58.14 Unrealized +0.2%
CHD Church & Dwight Co Inc 0.4%
Value ($000) $3,399 Shares 33,033 Est. Cost $41.09 Unrealized +3.6%
FANUY Fanuc Corp 0.4%
Value ($000) $3,399 Shares 125,967 Est. Cost $26.30 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.4%
Value ($000) $3,331 Shares 44,866 Est. Cost $53.69 Unrealized +8.4%
AmTrust Financial Services Inc 0.4%
Value ($000) $3,192 Shares 130,275 Est. Cost $41.54 Unrealized
Genomic Health Inc 0.3%
Value ($000) $3,186 Shares 123,018 Est. Cost $31.10 Unrealized
WYNN Wynn Resorts Ltd 0.3%
Value ($000) $3,066 Shares 33,826 Est. Cost $97.64 Unrealized -13.4%
TOWN TOWNE BANK 0.3%
Value ($000) $2,996 Shares 138,383 Est. Cost $20.29 Unrealized +3.3%
XPO XPO Logistics Inc 0.3%
Value ($000) $2,991 Shares 113,892 Est. Cost $11.97 Unrealized -17.0%
Natus Medical Inc 0.3%
Value ($000) $2,966 Shares 78,466 Est. Cost $39.45 Unrealized
Genesee & Wyoming Inc 0.3%
Value ($000) $2,930 Shares 49,709 Est. Cost $58.91 Unrealized
Aceto Corp 0.3%
Value ($000) $2,923 Shares 133,520 Est. Cost $24.34 Unrealized
Chicago Bridge & Iron Company NV 0.3%
Value ($000) $2,835 Shares 81,860 Est. Cost $38.96 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $2,821 Shares 30,934 Est. Cost $14.50 Unrealized +10.5%
Varian Medical Systems Inc 0.3%
Value ($000) $2,817 Shares 34,260 Est. Cost $83.93 Unrealized
National Oilwell Varco Inc 0.3%
Value ($000) $2,786 Shares 82,807 Est. Cost $52.24 Unrealized
TRS TriMas Corp 0.3%
Value ($000) $2,764 Shares 153,563 Est. Cost $21.42 Unrealized -19.0%
NFLX Netflix Inc 0.3%
Value ($000) $2,742 Shares 29,975 Est. Cost $9.85 Unrealized -2.5%
JLL Jones Lang LaSalle Inc 0.3%
Value ($000) $2,709 Shares 27,797 Est. Cost $135.39 Unrealized -17.0%
WSO Watsco Inc 0.3%
Value ($000) $2,617 Shares 18,601 Est. Cost $134.20 Unrealized 0.0%
TD Ameritrade Holding Corp 0.3%
Value ($000) $2,608 Shares 91,606 Est. Cost $35.42 Unrealized
ABBNY ABB Ltd 0.3%
Value ($000) $2,573 Shares 129,741 Est. Cost $17.98 Unrealized
Horizon Global Corp 0.3%
Value ($000) $2,568 Shares 226,256 Est. Cost $9.42 Unrealized
Tupperware Brands Corp 0.3%
Value ($000) $2,539 Shares 45,122 Est. Cost $62.43 Unrealized
PRLB Proto Labs Inc 0.3%
Value ($000) $2,535 Shares 44,034 Est. Cost $67.44 Unrealized -1.0%
PII Polaris Industries Inc 0.3%
Value ($000) $2,518 Shares 30,801 Est. Cost $121.14 Unrealized -26.8%
CMP Compass Minerals International Inc 0.3%
Value ($000) $2,484 Shares 33,486 Est. Cost $53.02 Unrealized +6.4%
Syngenta AG 0.3%
Value ($000) $2,476 Shares 32,244 Est. Cost $78.93 Unrealized
FDS FactSet Research Systems Inc 0.3%
Value ($000) $2,410 Shares 14,929 Est. Cost $149.31 Unrealized -6.3%
MYGN Myriad Genetics Inc 0.3%
Value ($000) $2,406 Shares 78,620 Est. Cost $36.08 Unrealized -3.7%
Tandem Diabetes Care Inc 0.3%
Value ($000) $2,377 Shares 315,311 Est. Cost $10.73 Unrealized
HBAN Huntington Bancshares Inc 0.3%
Value ($000) $2,363 Shares 264,273 Est. Cost $6.58 Unrealized 0.0%
ARM HOLDINGS PLC 0.3%
Value ($000) $2,359 Shares 51,841 Est. Cost $43.78 Unrealized
INTC Intel Corp 0.3%
Value ($000) $2,295 Shares 69,957 Est. Cost $26.01 Unrealized -3.4%
KapStone Paper and Packaging Corp 0.2%
Value ($000) $2,121 Shares 163,051 Est. Cost $23.06 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $1,838 Shares 32,912 Est. Cost $29.00 Unrealized +8.5%
Constellium NV 0.2%
Value ($000) $1,745 Shares 371,988 Est. Cost $9.22 Unrealized
General Electric Co 0.2%
Value ($000) $1,737 Shares 55,163 Est. Cost $27.55 Unrealized
AFK VanEck Vectors Africa Index ETF 0.2%
Value ($000) $1,728 Shares 86,143 Est. Cost $20.06 Unrealized
GPRO GoPro Inc 0.2%
Value ($000) $1,689 Shares 156,200 Est. Cost $46.78 Unrealized -76.3%
Time Warner Inc 0.2%
Value ($000) $1,513 Shares 20,568 Est. Cost $79.89 Unrealized
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,448 Shares 10,001 Est. Cost $142.05 Unrealized +0.6%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,443 Shares 13,852 Est. Cost $74.30 Unrealized +12.1%
BRF SA 0.1%
Value ($000) $1,366 Shares 98,058 Est. Cost $19.25 Unrealized
PEB Pebblebrook Hotel Trust 0.1%
Value ($000) $1,326 Shares 50,532 Est. Cost $26.24 Unrealized
GLW Corning Inc 0.1%
Value ($000) $1,305 Shares 63,698 Est. Cost $15.80 Unrealized -1.8%
Forward Pharma A/S 0.1%
Value ($000) $1,249 Shares 68,760 Est. Cost $22.31 Unrealized
Level 3 Communications Inc 0.1%
Value ($000) $1,217 Shares 23,630 Est. Cost $53.05 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $1,092 Shares 30,131 Est. Cost $37.33 Unrealized -36.1%
Infinera Corp 0.1%
Value ($000) $1,028 Shares 91,100 Est. Cost $15.80 Unrealized
BWA BorgWarner Inc 0.1%
Value ($000) $644 Shares 21,807 Est. Cost $41.61 Unrealized -37.3%
VTR Ventas Inc 0.1%
Value ($000) $603 Shares 8,279 Est. Cost $43.45 Unrealized 0.0%
SPECTRA ENERGY CORP 0.1%
Value ($000) $597 Shares 16,308 Est. Cost $36.61 Unrealized
CCI Crown Castle International Corp 0.0%
Value ($000) $434 Shares 4,282 Est. Cost $60.68 Unrealized 0.0%
PAYX Paychex Inc 0.0%
Value ($000) $431 Shares 7,238 Est. Cost $40.17 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $431 Shares 3,557 Est. Cost $87.05 Unrealized 0.0%
AEP American Electric Power Company Inc 0.0%
Value ($000) $422 Shares 6,016 Est. Cost $46.62 Unrealized 0.0%
D Dominion Resources Inc 0.0%
Value ($000) $411 Shares 5,269 Est. Cost $47.75 Unrealized 0.0%
PG Procter & Gamble Co 0.0%
Value ($000) $396 Shares 4,675 Est. Cost $63.33 Unrealized 0.0%
KO Coca-Cola Co 0.0%
Value ($000) $386 Shares 8,510 Est. Cost $33.31 Unrealized 0.0%
UPS United Parcel Service Inc 0.0%
Value ($000) $330 Shares 3,059 Est. Cost $73.08 Unrealized 0.0%
MSFT Microsoft Corp 0.0%
Value ($000) $330 Shares 6,452 Est. Cost $45.98 Unrealized 0.0%
CME CME Group Inc 0.0%
Value ($000) $312 Shares 3,204 Est. Cost $65.83 Unrealized 0.0%
AMGN Amgen Inc 0.0%
Value ($000) $309 Shares 2,032 Est. Cost $116.70 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $266 Shares 4,238 Est. Cost $45.66 Unrealized 0.0%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $244 Shares 3,348 Est. Cost $19.52 Unrealized 0.0%
EMR Emerson Electric Co 0.0%
Value ($000) $241 Shares 4,620 Est. Cost $41.54 Unrealized 0.0%
Nigerian Breweries Plc 0.0%
Value ($000) $43 Shares 50,000 Est. Cost $0.70 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $14 Shares 195,000 Est. Cost $0.08 Unrealized -7.2%
DNA Brands Inc 0.0%
Value ($000) $4 Shares 19,237,358 Est. Cost $0.00 Unrealized
RepliCel Life Sciences Inc 0.0%
Value ($000) $4 Shares 43,000 Est. Cost $0.28 Unrealized
Escalera Resources Co 0.0%
Value ($000) $1 Shares 85,000 Est. Cost $0.27 Unrealized
Redhawk Resources Inc 0.0%
Value ($000) $1 Shares 31,000 Est. Cost $0.06 Unrealized
Baja Mining Corp 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized
Striker Oil & Gas Inc 0.0%
Value ($000) $0 Shares 26,700 Est. Cost Unrealized
MISSISSIPPI VALLEY EDIBLE OIL 0.0%
Value ($000) $0 Shares 300,000 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 -90.0%
Baron Energy Inc 0.0%
Value ($000) $0 Shares 68,813 Est. Cost $0.09 Unrealized