Motley Fool Wealth Management, LLC Diversified Active

Location: Alexandria, VA

CIK: 0001607978 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value: $948M (100.0% shares, 0.0% debt)

Holdings (164)

META Facebook Inc 3.9%
Value $36.63M Shares 285,576 Est. Cost $80.90 Unrealized +52.4%
AMZN Amazon.com Inc 3.5%
Value $33.65M Shares 40,193 Est. Cost $20.77 Unrealized +84.2%
SBUX Starbucks Corp 3.4%
Value $32.03M Shares 591,564 Est. Cost $39.84 Unrealized +15.1%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.7%
Value $25.19M Shares 1,163,698 Est. Cost $20.91 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.6%
Value $24.3M Shares 1,125,042 Est. Cost $21.04 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.5%
Value $24M Shares 1,105,272 Est. Cost $21.36 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.5%
Value $23.79M Shares 1,111,591 Est. Cost $21.19 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.5%
Value $23.67M Shares 1,110,169 Est. Cost $21.26 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.5%
Value $23.42M Shares 1,032,616 Est. Cost $22.75 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.4%
Value $22.3M Shares 1,011,097 Est. Cost $22.20 Unrealized
TRIP TripAdvisor Inc 2.2%
Value $20.78M Shares 328,846 Est. Cost $64.52 Unrealized -11.4%
Priceline Group Inc 2.1%
Value $19.48M Shares 13,239 Est. Cost $1175.08 Unrealized
AAPL Apple Inc 2.0%
Value $18.76M Shares 165,962 Est. Cost $25.76 Unrealized -5.9%
PYPL PayPal Holdings Inc 2.0%
Value $18.54M Shares 452,507 Est. Cost $36.86 Unrealized +4.0%
GOOG Alphabet Inc 2.0%
Value $18.51M Shares 23,813 Est. Cost $30.73 Unrealized +22.6%
MIDD Middleby Corp 1.9%
Value $18.35M Shares 148,459 Est. Cost $101.22 Unrealized +21.3%
MA MasterCard Inc 1.6%
Value $14.71M Shares 144,550 Est. Cost $80.15 Unrealized +13.3%
UA Under Armour Inc 1.5%
Value $13.91M Shares 410,970 Est. Cost $37.40 Unrealized -3.5%
AMT American Tower Corp 1.4%
Value $13.68M Shares 120,674 Est. Cost $74.41 Unrealized +21.5%
IPGP IPG Photonics Corp 1.4%
Value $13.29M Shares 161,438 Est. Cost $82.78 Unrealized +0.9%
DFJ WisdomTree Japan Smallcap Dividend Fund 1.4%
Value $13.27M Shares 215,689 Est. Cost $54.33 Unrealized
BIDU Baidu Inc 1.4%
Value $13.15M Shares 72,222 Est. Cost $196.90 Unrealized
ALGN Align Technology Inc 1.4%
Value $13.12M Shares 139,935 Est. Cost $59.56 Unrealized +51.8%
IONS Ionis Pharmaceuticals Inc 1.3%
Value $12.18M Shares 332,525 Est. Cost $40.70 Unrealized -23.1%
DFE WisdomTree Europe SmallCap Dividend Fund 1.2%
Value $11.75M Shares 212,418 Est. Cost $54.30 Unrealized
MELI MercadoLibre Inc 1.1%
Value $10.42M Shares 56,353 Est. Cost $133.83 Unrealized +23.4%
Panera Bread Co 1.1%
Value $10.13M Shares 52,042 Est. Cost $180.75 Unrealized
NKE Nike Inc 1.0%
Value $9.817M Shares 186,459 Est. Cost $50.24 Unrealized -0.5%
Ultimate Software Group Inc 1.0%
Value $9.374M Shares 45,861 Est. Cost $177.45 Unrealized
GNTX Gentex Corp 1.0%
Value $9.169M Shares 522,165 Est. Cost $16.49 Unrealized +4.8%
BLX Banco Latinoamericano de Comercio Exterior SA 0.9%
Value $8.611M Shares 305,567 Est. Cost $14.98 Unrealized +5.2%
MDT Medtronic PLC 0.9%
Value $8.404M Shares 97,273 Est. Cost $58.66 Unrealized +17.3%
DIS Walt Disney Co 0.9%
Value $8.208M Shares 88,392 Est. Cost $92.70 Unrealized -4.1%
BR Broadridge Financial Solutions Inc 0.9%
Value $8.083M Shares 119,237 Est. Cost $40.74 Unrealized +42.7%
Drew Industries Inc 0.8%
Value $7.999M Shares 81,601 Est. Cost $59.46 Unrealized
CMI Cummins Inc 0.8%
Value $7.895M Shares 61,610 Est. Cost $99.70 Unrealized -5.0%
Z Zillow Group Inc 0.8%
Value $7.619M Shares 219,891 Est. Cost $25.98 Unrealized +37.7%
WisdomTree Australia Dividend Fund 0.8%
Value $7.166M Shares 135,487 Est. Cost $43.42 Unrealized
MKL Markel Corp 0.7%
Value $6.992M Shares 7,528 Est. Cost $718.58 Unrealized +29.8%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7%
Value $6.642M Shares 159,099 Est. Cost $37.54 Unrealized
Colfax Corp 0.7%
Value $6.537M Shares 207,998 Est. Cost $37.29 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value $6.357M Shares 245,353 Est. Cost $25.99 Unrealized
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value $6.34M Shares 250,492 Est. Cost $25.35 Unrealized
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value $6.332M Shares 245,318 Est. Cost $26.14 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value $6.327M Shares 22,588 Est. Cost $13.03 Unrealized +43.9%
THO Thor Industries Inc 0.7%
Value $6.327M Shares 74,698 Est. Cost $47.20 Unrealized +36.7%
PZZA Papa John's International Inc 0.7%
Value $6.235M Shares 79,076 Est. Cost $45.78 Unrealized +32.9%
CVS CVS Health Corp 0.7%
Value $6.17M Shares 69,338 Est. Cost $74.51 Unrealized -4.9%
UAA Under Armour Inc 0.6%
Value $6.149M Shares 158,973 Est. Cost $39.03 Unrealized +3.5%
NSRGY Nestle SA 0.6%
Value $5.549M Shares 70,226 Est. Cost $74.80 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.6%
Value $5.465M Shares 178,652 Est. Cost $23.09 Unrealized
CTSH Cognizant Technology Solutions Corp 0.6%
Value $5.424M Shares 113,679 Est. Cost $49.33 Unrealized +2.2%
ORCL Oracle Corp 0.6%
Value $5.403M Shares 137,556 Est. Cost $35.17 Unrealized +0.7%
TCEHY Tencent Holdings Ltd 0.6%
Value $5.237M Shares 187,867 Est. Cost $23.03 Unrealized
Twitter Inc 0.6%
Value $5.236M Shares 227,155 Est. Cost $36.55 Unrealized
PAREXEL International Corp 0.6%
Value $5.235M Shares 75,380 Est. Cost $59.52 Unrealized
AMWD American Woodmark Corp 0.5%
Value $5.174M Shares 64,222 Est. Cost $57.13 Unrealized +36.8%
Sberbank Rossii PAO 0.5%
Value $5.172M Shares 549,064 Est. Cost $5.04 Unrealized
OPLN KAR Auction Services Inc 0.5%
Value $5.076M Shares 117,601 Est. Cost $14.04 Unrealized +13.7%
STAG STAG Industrial Inc 0.5%
Value $5.067M Shares 206,723 Est. Cost $20.28 Unrealized
TXRH Texas Roadhouse Inc 0.5%
Value $4.954M Shares 126,937 Est. Cost $30.95 Unrealized +23.7%
Splunk Inc 0.5%
Value $4.896M Shares 83,431 Est. Cost $54.18 Unrealized
FAST Fastenal Co 0.5%
Value $4.859M Shares 116,290 Est. Cost $7.88 Unrealized +5.5%
WFC Wells Fargo & Co 0.5%
Value $4.614M Shares 104,208 Est. Cost $39.34 Unrealized -6.4%
FRCOY Fast Retailing Co Ltd 0.5%
Value $4.44M Shares 138,664 Est. Cost $34.87 Unrealized
Horizon Global Corp 0.5%
Value $4.377M Shares 219,605 Est. Cost $9.42 Unrealized
Cooper Companies Inc 0.5%
Value $4.287M Shares 23,915 Est. Cost $168.76 Unrealized
EWY Ishares Msci Korea 0.4%
Value $4.215M Shares 72,508 Est. Cost $49.59 Unrealized
Brookfield Asset Management Inc 0.4%
Value $4.141M Shares 117,700 Est. Cost $37.96 Unrealized
HDB HDFC Bank Ltd 0.4%
Value $4.13M Shares 57,444 Est. Cost $60.24 Unrealized
XPO XPO Logistics Inc 0.4%
Value $4.051M Shares 110,477 Est. Cost $11.97 Unrealized -5.5%
Retail Opportunity Investments Corp 0.4%
Value $4.006M Shares 182,433 Est. Cost $17.15 Unrealized
COST Costco Wholesale Corp 0.4%
Value $3.841M Shares 25,187 Est. Cost $115.62 Unrealized +18.5%
ZG Zillow Group Inc 0.4%
Value $3.764M Shares 109,270 Est. Cost $27.69 Unrealized +29.5%
SLB Schlumberger NV 0.4%
Value $3.607M Shares 45,861 Est. Cost $58.14 Unrealized +4.4%
Core Laboratories NV 0.4%
Value $3.588M Shares 31,943 Est. Cost $103.63 Unrealized
FANUY Fanuc Corp 0.4%
Value $3.583M Shares 127,494 Est. Cost $26.32 Unrealized
AmTrust Financial Services Inc 0.4%
Value $3.498M Shares 130,374 Est. Cost $41.54 Unrealized
Genomic Health Inc 0.4%
Value $3.451M Shares 119,327 Est. Cost $31.10 Unrealized
Genesee & Wyoming Inc 0.3%
Value $3.319M Shares 48,133 Est. Cost $58.91 Unrealized
Varian Medical Systems Inc 0.3%
Value $3.297M Shares 33,122 Est. Cost $83.93 Unrealized
FDS FactSet Research Systems Inc 0.3%
Value $3.286M Shares 20,272 Est. Cost $151.20 Unrealized +3.5%
TOWN TOWNE BANK 0.3%
Value $3.273M Shares 136,213 Est. Cost $20.29 Unrealized +14.2%
TD Ameritrade Holding Corp 0.3%
Value $3.23M Shares 91,671 Est. Cost $35.42 Unrealized
NXPI NXP Semiconductors NV 0.3%
Value $3.206M Shares 31,432 Est. Cost $75.31 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.3%
Value $3.105M Shares 64,794 Est. Cost $42.37 Unrealized +3.1%
National Oilwell Varco Inc 0.3%
Value $3.101M Shares 84,411 Est. Cost $51.94 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.3%
Value $3.059M Shares 43,414 Est. Cost $53.69 Unrealized +4.6%
JLL Jones Lang LaSalle Inc 0.3%
Value $3.058M Shares 26,870 Est. Cost $135.39 Unrealized -19.2%
KapStone Paper and Packaging Corp 0.3%
Value $2.993M Shares 158,203 Est. Cost $23.06 Unrealized
Natus Medical Inc 0.3%
Value $2.988M Shares 76,060 Est. Cost $39.45 Unrealized
ABBNY ABB Ltd 0.3%
Value $2.956M Shares 131,307 Est. Cost $18.03 Unrealized
NFLX Netflix Inc 0.3%
Value $2.954M Shares 29,973 Est. Cost $9.85 Unrealized -3.1%
SABR Sabre Corp 0.3%
Value $2.934M Shares 104,106 Est. Cost $27.91 Unrealized 0.0%
SVB FINANCIAL GROUP 0.3%
Value $2.897M Shares 26,209 Est. Cost $110.53 Unrealized
EMN Eastman Chemical Co 0.3%
Value $2.859M Shares 42,242 Est. Cost $49.22 Unrealized 0.0%
Infinera Corp 0.3%
Value $2.822M Shares 312,501 Est. Cost $15.80 Unrealized
Syngenta AG 0.3%
Value $2.82M Shares 32,197 Est. Cost $78.93 Unrealized
INTC Intel Corp 0.3%
Value $2.805M Shares 74,303 Est. Cost $26.16 Unrealized +9.4%
Constellium NV 0.3%
Value $2.711M Shares 376,574 Est. Cost $9.19 Unrealized
SWGAY Swatch Group SA 0.3%
Value $2.658M Shares 188,222 Est. Cost $20.21 Unrealized
HBAN Huntington Bancshares Inc 0.3%
Value $2.62M Shares 265,697 Est. Cost $6.58 Unrealized -2.4%
WSO Watsco Inc 0.3%
Value $2.576M Shares 18,283 Est. Cost $134.20 Unrealized +6.8%
PRLB Proto Labs Inc 0.3%
Value $2.551M Shares 42,574 Est. Cost $67.44 Unrealized -14.7%
GPRO GoPro Inc 0.3%
Value $2.547M Shares 152,701 Est. Cost $46.78 Unrealized -70.6%
Aceto Corp 0.3%
Value $2.46M Shares 129,536 Est. Cost $24.34 Unrealized
CMP Compass Minerals International Inc 0.3%
Value $2.43M Shares 32,965 Est. Cost $53.02 Unrealized +2.7%
Tandem Diabetes Care Inc 0.2%
Value $2.345M Shares 306,139 Est. Cost $10.73 Unrealized
PII Polaris Industries Inc 0.2%
Value $2.339M Shares 30,198 Est. Cost $121.14 Unrealized -28.3%
Chicago Bridge & Iron Company NV 0.2%
Value $2.321M Shares 82,797 Est. Cost $38.83 Unrealized
TSCO Tractor Supply Co 0.2%
Value $2.095M Shares 31,113 Est. Cost $14.50 Unrealized -0.8%
VZ Verizon Communications Inc 0.2%
Value $2.025M Shares 38,953 Est. Cost $29.60 Unrealized +11.1%
TRS TriMas Corp 0.2%
Value $1.897M Shares 101,952 Est. Cost $21.42 Unrealized -13.6%
General Electric Co 0.2%
Value $1.892M Shares 63,869 Est. Cost $27.83 Unrealized
AFK VanEck Vectors Africa Index ETF 0.2%
Value $1.806M Shares 87,101 Est. Cost $20.07 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value $1.761M Shares 14,694 Est. Cost $75.37 Unrealized +23.2%
Time Warner Inc 0.2%
Value $1.737M Shares 21,815 Est. Cost $79.87 Unrealized
BRF SA 0.2%
Value $1.692M Shares 99,166 Est. Cost $19.22 Unrealized
GLW Corning Inc 0.2%
Value $1.596M Shares 67,485 Est. Cost $15.89 Unrealized +9.3%
BRK/B Berkshire Hathaway Inc 0.2%
Value $1.507M Shares 10,433 Est. Cost $142.22 Unrealized +2.8%
Forward Pharma A/S 0.2%
Value $1.459M Shares 69,495 Est. Cost $22.30 Unrealized
DVN Devon Energy Corp 0.1%
Value $1.411M Shares 31,998 Est. Cost $36.82 Unrealized -22.4%
PEB Pebblebrook Hotel Trust 0.1%
Value $1.348M Shares 50,690 Est. Cost $26.24 Unrealized
SPECTRA ENERGY CORP 0.1%
Value $1.21M Shares 28,312 Est. Cost $39.21 Unrealized
Level 3 Communications Inc 0.1%
Value $1.163M Shares 25,072 Est. Cost $52.66 Unrealized
VTR Ventas Inc 0.1%
Value $1.023M Shares 14,483 Est. Cost $45.55 Unrealized +6.1%
BWA BorgWarner Inc 0.1%
Value $814K Shares 23,136 Est. Cost $40.68 Unrealized -37.3%
Infinera Corp 0.1%
Value $799K Shares 88,500 Est. Cost $15.80 Unrealized
PAYX Paychex Inc 0.1%
Value $734K Shares 12,680 Est. Cost $42.39 Unrealized +7.0%
PG Procter & Gamble Co 0.1%
Value $724K Shares 8,072 Est. Cost $65.09 Unrealized +3.7%
JNJ JOHNSON & JOHNSON 0.1%
Value $721K Shares 6,107 Est. Cost $89.78 Unrealized +4.2%
CCI Crown Castle International Corp 0.1%
Value $706K Shares 7,496 Est. Cost $62.49 Unrealized +3.9%
D Dominion Resources Inc 0.1%
Value $685K Shares 9,225 Est. Cost $48.98 Unrealized +3.3%
AEP American Electric Power Company Inc 0.1%
Value $677K Shares 10,539 Est. Cost $47.35 Unrealized +2.0%
KO Coca-Cola Co 0.1%
Value $631K Shares 14,905 Est. Cost $32.99 Unrealized -1.3%
MSFT Microsoft Corp 0.1%
Value $618K Shares 10,731 Est. Cost $47.70 Unrealized +5.4%
AMGN Amgen Inc 0.1%
Value $593K Shares 3,556 Est. Cost $121.42 Unrealized +5.2%
CME CME Group Inc 0.1%
Value $586K Shares 5,611 Est. Cost $68.98 Unrealized +6.1%
UPS United Parcel Service Inc 0.1%
Value $586K Shares 5,359 Est. Cost $74.87 Unrealized +3.2%
TXN Texas Instruments Inc 0.1%
Value $521K Shares 7,418 Est. Cost $48.66 Unrealized +8.2%
EMR Emerson Electric Co 0.0%
Value $440K Shares 8,072 Est. Cost $41.86 Unrealized +1.0%
WMT Wal Mart Stores Inc 0.0%
Value $410K Shares 5,690 Est. Cost $19.96 Unrealized +3.2%
Praxair Inc 0.0%
Value $290K Shares 2,398 Est. Cost $120.93 Unrealized
GIS General Mills Inc 0.0%
Value $279K Shares 4,367 Est. Cost $50.01 Unrealized 0.0%
MMM 3M Co 0.0%
Value $277K Shares 1,571 Est. Cost $109.19 Unrealized 0.0%
XOM Exxon Mobil Corp 0.0%
Value $275K Shares 3,155 Est. Cost $58.54 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value $274K Shares 2,725 Est. Cost $77.22 Unrealized 0.0%
HSY Hershey Co 0.0%
Value $261K Shares 2,725 Est. Cost $84.63 Unrealized 0.0%
L Brands Inc 0.0%
Value $210K Shares 2,974 Est. Cost $70.61 Unrealized
NioCorp Developments Ltd 0.0%
Value $41,000 Shares 50,000 Est. Cost $0.82 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value $11,000 Shares 195,000 Est. Cost $0.08 Unrealized -34.9%
DNA Brands Inc 0.0%
Value $2,000 Shares 19,237,358 Est. Cost $0.00 Unrealized
Redhawk Resources Inc 0.0%
Value $2,000 Shares 31,000 Est. Cost $0.06 Unrealized
Baron Energy Inc 0.0%
Value $1,000 Shares 68,813 Est. Cost $0.09 Unrealized
Baja Mining Corp 0.0%
Value $0 Shares 11,000 Est. Cost Unrealized
Escalera Resources Co 0.0%
Value $0 Shares 85,000 Est. Cost $0.27 Unrealized
Striker Oil & Gas Inc 0.0%
Value $0 Shares 26,818 Est. Cost Unrealized
MISSISSIPPI VALLEY EDIBLE OIL 0.0%
Value $0 Shares 300,000 Est. Cost Unrealized
HTDS Hard To Treat Diseases Inc 0.0%
Value $0 Shares 199,800 Est. Cost $0.00 Unrealized -49.2%
Infinity Medical Group Inc 0.0%
Value $0 Shares 182,300 Est. Cost Unrealized
PharmEng International Inc 0.0%
Value $0 Shares 100,500 Est. Cost Unrealized
MSTF Monarch Staffing Inc 0.0%
Value $0 Shares 100,000 Est. Cost Unrealized
Platforms Wireless International Corp 0.0%
Value $0 Shares 33,100 Est. Cost Unrealized
Treaty Energy Corp 0.0%
Value $0 Shares 20,000 Est. Cost Unrealized