Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $948,430 (100.0% shares, 0.0% debt)

Holdings (164)

META Facebook Inc 3.9%
Value ($000) $36,631 Shares 285,576 Est. Cost $80.90 Unrealized +52.4%
AMZN Amazon.com Inc 3.5%
Value ($000) $33,654 Shares 40,193 Est. Cost $20.77 Unrealized +84.2%
SBUX Starbucks Corp 3.4%
Value ($000) $32,027 Shares 591,564 Est. Cost $39.84 Unrealized +15.1%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.7%
Value ($000) $25,194 Shares 1,163,698 Est. Cost $20.91 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.6%
Value ($000) $24,301 Shares 1,125,042 Est. Cost $21.04 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.5%
Value ($000) $23,995 Shares 1,105,272 Est. Cost $21.36 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.5%
Value ($000) $23,788 Shares 1,111,591 Est. Cost $21.19 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.5%
Value ($000) $23,669 Shares 1,110,169 Est. Cost $21.26 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.5%
Value ($000) $23,420 Shares 1,032,616 Est. Cost $22.75 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.4%
Value ($000) $22,305 Shares 1,011,097 Est. Cost $22.20 Unrealized
TRIP TripAdvisor Inc 2.2%
Value ($000) $20,776 Shares 328,846 Est. Cost $64.52 Unrealized -11.4%
Priceline Group Inc 2.1%
Value ($000) $19,481 Shares 13,239 Est. Cost $1175.08 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $18,762 Shares 165,962 Est. Cost $25.76 Unrealized -5.9%
PYPL PayPal Holdings Inc 2.0%
Value ($000) $18,539 Shares 452,507 Est. Cost $36.86 Unrealized +4.0%
GOOG Alphabet Inc 2.0%
Value ($000) $18,510 Shares 23,813 Est. Cost $30.73 Unrealized +22.6%
MIDD Middleby Corp 1.9%
Value ($000) $18,353 Shares 148,459 Est. Cost $101.22 Unrealized +21.3%
MA MasterCard Inc 1.6%
Value ($000) $14,711 Shares 144,550 Est. Cost $80.15 Unrealized +13.3%
UA Under Armour Inc 1.5%
Value ($000) $13,915 Shares 410,970 Est. Cost $37.40 Unrealized -3.5%
AMT American Tower Corp 1.4%
Value ($000) $13,676 Shares 120,674 Est. Cost $74.41 Unrealized +21.5%
IPGP IPG Photonics Corp 1.4%
Value ($000) $13,294 Shares 161,438 Est. Cost $82.78 Unrealized +0.9%
DFJ WisdomTree Japan Smallcap Dividend Fund 1.4%
Value ($000) $13,265 Shares 215,689 Est. Cost $54.33 Unrealized
BIDU Baidu Inc 1.4%
Value ($000) $13,149 Shares 72,222 Est. Cost $196.90 Unrealized
ALGN Align Technology Inc 1.4%
Value ($000) $13,119 Shares 139,935 Est. Cost $59.56 Unrealized +51.8%
IONS Ionis Pharmaceuticals Inc 1.3%
Value ($000) $12,184 Shares 332,525 Est. Cost $40.70 Unrealized -23.1%
DFE WisdomTree Europe SmallCap Dividend Fund 1.2%
Value ($000) $11,751 Shares 212,418 Est. Cost $54.30 Unrealized
MELI MercadoLibre Inc 1.1%
Value ($000) $10,424 Shares 56,353 Est. Cost $133.83 Unrealized +23.4%
Panera Bread Co 1.1%
Value ($000) $10,134 Shares 52,042 Est. Cost $180.75 Unrealized
NKE Nike Inc 1.0%
Value ($000) $9,817 Shares 186,459 Est. Cost $50.24 Unrealized -0.5%
Ultimate Software Group Inc 1.0%
Value ($000) $9,374 Shares 45,861 Est. Cost $177.45 Unrealized
GNTX Gentex Corp 1.0%
Value ($000) $9,169 Shares 522,165 Est. Cost $16.49 Unrealized +4.8%
BLX Banco Latinoamericano de Comercio Exterior SA 0.9%
Value ($000) $8,611 Shares 305,567 Est. Cost $14.98 Unrealized +5.2%
MDT Medtronic PLC 0.9%
Value ($000) $8,404 Shares 97,273 Est. Cost $58.66 Unrealized +17.3%
DIS Walt Disney Co 0.9%
Value ($000) $8,208 Shares 88,392 Est. Cost $92.70 Unrealized -4.1%
BR Broadridge Financial Solutions Inc 0.9%
Value ($000) $8,083 Shares 119,237 Est. Cost $40.74 Unrealized +42.7%
Drew Industries Inc 0.8%
Value ($000) $7,999 Shares 81,601 Est. Cost $59.46 Unrealized
CMI Cummins Inc 0.8%
Value ($000) $7,895 Shares 61,610 Est. Cost $99.70 Unrealized -5.0%
Z Zillow Group Inc 0.8%
Value ($000) $7,619 Shares 219,891 Est. Cost $25.98 Unrealized +37.7%
WisdomTree Australia Dividend Fund 0.8%
Value ($000) $7,166 Shares 135,487 Est. Cost $43.42 Unrealized
MKL Markel Corp 0.7%
Value ($000) $6,992 Shares 7,528 Est. Cost $718.58 Unrealized +29.8%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7%
Value ($000) $6,642 Shares 159,099 Est. Cost $37.54 Unrealized
Colfax Corp 0.7%
Value ($000) $6,537 Shares 207,998 Est. Cost $37.29 Unrealized
Guggenheim BulletShares 2017 High Yld Corp Bd ETF 0.7%
Value ($000) $6,357 Shares 245,353 Est. Cost $25.99 Unrealized
Guggenheim BulletShares 2018 High Yld Corp Bd ETF 0.7%
Value ($000) $6,340 Shares 250,492 Est. Cost $25.35 Unrealized
Guggenheim BulletShares 2016 High Yld Corp Bd ETF 0.7%
Value ($000) $6,332 Shares 245,318 Est. Cost $26.14 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $6,327 Shares 22,588 Est. Cost $13.03 Unrealized +43.9%
THO Thor Industries Inc 0.7%
Value ($000) $6,327 Shares 74,698 Est. Cost $47.20 Unrealized +36.7%
PZZA Papa John's International Inc 0.7%
Value ($000) $6,235 Shares 79,076 Est. Cost $45.78 Unrealized +32.9%
CVS CVS Health Corp 0.7%
Value ($000) $6,170 Shares 69,338 Est. Cost $74.51 Unrealized -4.9%
UAA Under Armour Inc 0.6%
Value ($000) $6,149 Shares 158,973 Est. Cost $39.03 Unrealized +3.5%
NSRGY Nestle SA 0.6%
Value ($000) $5,549 Shares 70,226 Est. Cost $74.80 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.6%
Value ($000) $5,465 Shares 178,652 Est. Cost $23.09 Unrealized
CTSH Cognizant Technology Solutions Corp 0.6%
Value ($000) $5,424 Shares 113,679 Est. Cost $49.33 Unrealized +2.2%
ORCL Oracle Corp 0.6%
Value ($000) $5,403 Shares 137,556 Est. Cost $35.17 Unrealized +0.7%
TCEHY Tencent Holdings Ltd 0.6%
Value ($000) $5,237 Shares 187,867 Est. Cost $23.03 Unrealized
Twitter Inc 0.6%
Value ($000) $5,236 Shares 227,155 Est. Cost $36.55 Unrealized
PAREXEL International Corp 0.6%
Value ($000) $5,235 Shares 75,380 Est. Cost $59.52 Unrealized
AMWD American Woodmark Corp 0.5%
Value ($000) $5,174 Shares 64,222 Est. Cost $57.13 Unrealized +36.8%
Sberbank Rossii PAO 0.5%
Value ($000) $5,172 Shares 549,064 Est. Cost $5.04 Unrealized
OPLN KAR Auction Services Inc 0.5%
Value ($000) $5,076 Shares 117,601 Est. Cost $14.04 Unrealized +13.7%
STAG STAG Industrial Inc 0.5%
Value ($000) $5,067 Shares 206,723 Est. Cost $20.28 Unrealized
TXRH Texas Roadhouse Inc 0.5%
Value ($000) $4,954 Shares 126,937 Est. Cost $30.95 Unrealized +23.7%
Splunk Inc 0.5%
Value ($000) $4,896 Shares 83,431 Est. Cost $54.18 Unrealized
FAST Fastenal Co 0.5%
Value ($000) $4,859 Shares 116,290 Est. Cost $7.88 Unrealized +5.5%
WFC Wells Fargo & Co 0.5%
Value ($000) $4,614 Shares 104,208 Est. Cost $39.34 Unrealized -6.4%
FRCOY Fast Retailing Co Ltd 0.5%
Value ($000) $4,440 Shares 138,664 Est. Cost $34.87 Unrealized
Horizon Global Corp 0.5%
Value ($000) $4,377 Shares 219,605 Est. Cost $9.42 Unrealized
Cooper Companies Inc 0.5%
Value ($000) $4,287 Shares 23,915 Est. Cost $168.76 Unrealized
EWY Ishares Msci Korea 0.4%
Value ($000) $4,215 Shares 72,508 Est. Cost $49.59 Unrealized
Brookfield Asset Management Inc 0.4%
Value ($000) $4,141 Shares 117,700 Est. Cost $37.96 Unrealized
HDB HDFC Bank Ltd 0.4%
Value ($000) $4,130 Shares 57,444 Est. Cost $60.24 Unrealized
XPO XPO Logistics Inc 0.4%
Value ($000) $4,051 Shares 110,477 Est. Cost $11.97 Unrealized -5.5%
Retail Opportunity Investments Corp 0.4%
Value ($000) $4,006 Shares 182,433 Est. Cost $17.15 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $3,841 Shares 25,187 Est. Cost $115.62 Unrealized +18.5%
ZG Zillow Group Inc 0.4%
Value ($000) $3,764 Shares 109,270 Est. Cost $27.69 Unrealized +29.5%
SLB Schlumberger NV 0.4%
Value ($000) $3,607 Shares 45,861 Est. Cost $58.14 Unrealized +4.4%
Core Laboratories NV 0.4%
Value ($000) $3,588 Shares 31,943 Est. Cost $103.63 Unrealized
FANUY Fanuc Corp 0.4%
Value ($000) $3,583 Shares 127,494 Est. Cost $26.32 Unrealized
AmTrust Financial Services Inc 0.4%
Value ($000) $3,498 Shares 130,374 Est. Cost $41.54 Unrealized
Genomic Health Inc 0.4%
Value ($000) $3,451 Shares 119,327 Est. Cost $31.10 Unrealized
Genesee & Wyoming Inc 0.3%
Value ($000) $3,319 Shares 48,133 Est. Cost $58.91 Unrealized
Varian Medical Systems Inc 0.3%
Value ($000) $3,297 Shares 33,122 Est. Cost $83.93 Unrealized
FDS FactSet Research Systems Inc 0.3%
Value ($000) $3,286 Shares 20,272 Est. Cost $151.20 Unrealized +3.5%
TOWN TOWNE BANK 0.3%
Value ($000) $3,273 Shares 136,213 Est. Cost $20.29 Unrealized +14.2%
TD Ameritrade Holding Corp 0.3%
Value ($000) $3,230 Shares 91,671 Est. Cost $35.42 Unrealized
NXPI NXP Semiconductors NV 0.3%
Value ($000) $3,206 Shares 31,432 Est. Cost $75.31 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $3,105 Shares 64,794 Est. Cost $42.37 Unrealized +3.1%
National Oilwell Varco Inc 0.3%
Value ($000) $3,101 Shares 84,411 Est. Cost $51.94 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $3,059 Shares 43,414 Est. Cost $53.69 Unrealized +4.6%
JLL Jones Lang LaSalle Inc 0.3%
Value ($000) $3,058 Shares 26,870 Est. Cost $135.39 Unrealized -19.2%
KapStone Paper and Packaging Corp 0.3%
Value ($000) $2,993 Shares 158,203 Est. Cost $23.06 Unrealized
Natus Medical Inc 0.3%
Value ($000) $2,988 Shares 76,060 Est. Cost $39.45 Unrealized
ABBNY ABB Ltd 0.3%
Value ($000) $2,956 Shares 131,307 Est. Cost $18.03 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $2,954 Shares 29,973 Est. Cost $9.85 Unrealized -3.1%
SABR Sabre Corp 0.3%
Value ($000) $2,934 Shares 104,106 Est. Cost $27.91 Unrealized 0.0%
SVB FINANCIAL GROUP 0.3%
Value ($000) $2,897 Shares 26,209 Est. Cost $110.53 Unrealized
EMN Eastman Chemical Co 0.3%
Value ($000) $2,859 Shares 42,242 Est. Cost $49.22 Unrealized 0.0%
Infinera Corp 0.3%
Value ($000) $2,822 Shares 312,501 Est. Cost $15.80 Unrealized
Syngenta AG 0.3%
Value ($000) $2,820 Shares 32,197 Est. Cost $78.93 Unrealized
INTC Intel Corp 0.3%
Value ($000) $2,805 Shares 74,303 Est. Cost $26.16 Unrealized +9.4%
Constellium NV 0.3%
Value ($000) $2,711 Shares 376,574 Est. Cost $9.19 Unrealized
SWGAY Swatch Group SA 0.3%
Value ($000) $2,658 Shares 188,222 Est. Cost $20.21 Unrealized
HBAN Huntington Bancshares Inc 0.3%
Value ($000) $2,620 Shares 265,697 Est. Cost $6.58 Unrealized -2.4%
WSO Watsco Inc 0.3%
Value ($000) $2,576 Shares 18,283 Est. Cost $134.20 Unrealized +6.8%
PRLB Proto Labs Inc 0.3%
Value ($000) $2,551 Shares 42,574 Est. Cost $67.44 Unrealized -14.7%
GPRO GoPro Inc 0.3%
Value ($000) $2,547 Shares 152,701 Est. Cost $46.78 Unrealized -70.6%
Aceto Corp 0.3%
Value ($000) $2,460 Shares 129,536 Est. Cost $24.34 Unrealized
CMP Compass Minerals International Inc 0.3%
Value ($000) $2,430 Shares 32,965 Est. Cost $53.02 Unrealized +2.7%
Tandem Diabetes Care Inc 0.2%
Value ($000) $2,345 Shares 306,139 Est. Cost $10.73 Unrealized
PII Polaris Industries Inc 0.2%
Value ($000) $2,339 Shares 30,198 Est. Cost $121.14 Unrealized -28.3%
Chicago Bridge & Iron Company NV 0.2%
Value ($000) $2,321 Shares 82,797 Est. Cost $38.83 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $2,095 Shares 31,113 Est. Cost $14.50 Unrealized -0.8%
VZ Verizon Communications Inc 0.2%
Value ($000) $2,025 Shares 38,953 Est. Cost $29.60 Unrealized +11.1%
TRS TriMas Corp 0.2%
Value ($000) $1,897 Shares 101,952 Est. Cost $21.42 Unrealized -13.6%
General Electric Co 0.2%
Value ($000) $1,892 Shares 63,869 Est. Cost $27.83 Unrealized
AFK VanEck Vectors Africa Index ETF 0.2%
Value ($000) $1,806 Shares 87,101 Est. Cost $20.07 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,761 Shares 14,694 Est. Cost $75.37 Unrealized +23.2%
Time Warner Inc 0.2%
Value ($000) $1,737 Shares 21,815 Est. Cost $79.87 Unrealized
BRF SA 0.2%
Value ($000) $1,692 Shares 99,166 Est. Cost $19.22 Unrealized
GLW Corning Inc 0.2%
Value ($000) $1,596 Shares 67,485 Est. Cost $15.89 Unrealized +9.3%
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,507 Shares 10,433 Est. Cost $142.22 Unrealized +2.8%
Forward Pharma A/S 0.2%
Value ($000) $1,459 Shares 69,495 Est. Cost $22.30 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $1,411 Shares 31,998 Est. Cost $36.82 Unrealized -22.4%
PEB Pebblebrook Hotel Trust 0.1%
Value ($000) $1,348 Shares 50,690 Est. Cost $26.24 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $1,210 Shares 28,312 Est. Cost $39.21 Unrealized
Level 3 Communications Inc 0.1%
Value ($000) $1,163 Shares 25,072 Est. Cost $52.66 Unrealized
VTR Ventas Inc 0.1%
Value ($000) $1,023 Shares 14,483 Est. Cost $45.55 Unrealized +6.1%
BWA BorgWarner Inc 0.1%
Value ($000) $814 Shares 23,136 Est. Cost $40.68 Unrealized -37.3%
Infinera Corp 0.1%
Value ($000) $799 Shares 88,500 Est. Cost $15.80 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $734 Shares 12,680 Est. Cost $42.39 Unrealized +7.0%
PG Procter & Gamble Co 0.1%
Value ($000) $724 Shares 8,072 Est. Cost $65.09 Unrealized +3.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $721 Shares 6,107 Est. Cost $89.78 Unrealized +4.2%
CCI Crown Castle International Corp 0.1%
Value ($000) $706 Shares 7,496 Est. Cost $62.49 Unrealized +3.9%
D Dominion Resources Inc 0.1%
Value ($000) $685 Shares 9,225 Est. Cost $48.98 Unrealized +3.3%
AEP American Electric Power Company Inc 0.1%
Value ($000) $677 Shares 10,539 Est. Cost $47.35 Unrealized +2.0%
KO Coca-Cola Co 0.1%
Value ($000) $631 Shares 14,905 Est. Cost $32.99 Unrealized -1.3%
MSFT Microsoft Corp 0.1%
Value ($000) $618 Shares 10,731 Est. Cost $47.70 Unrealized +5.4%
AMGN Amgen Inc 0.1%
Value ($000) $593 Shares 3,556 Est. Cost $121.42 Unrealized +5.2%
CME CME Group Inc 0.1%
Value ($000) $586 Shares 5,611 Est. Cost $68.98 Unrealized +6.1%
UPS United Parcel Service Inc 0.1%
Value ($000) $586 Shares 5,359 Est. Cost $74.87 Unrealized +3.2%
TXN Texas Instruments Inc 0.1%
Value ($000) $521 Shares 7,418 Est. Cost $48.66 Unrealized +8.2%
EMR Emerson Electric Co 0.0%
Value ($000) $440 Shares 8,072 Est. Cost $41.86 Unrealized +1.0%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $410 Shares 5,690 Est. Cost $19.96 Unrealized +3.2%
Praxair Inc 0.0%
Value ($000) $290 Shares 2,398 Est. Cost $120.93 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $279 Shares 4,367 Est. Cost $50.01 Unrealized 0.0%
MMM 3M Co 0.0%
Value ($000) $277 Shares 1,571 Est. Cost $109.19 Unrealized 0.0%
XOM Exxon Mobil Corp 0.0%
Value ($000) $275 Shares 3,155 Est. Cost $58.54 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $274 Shares 2,725 Est. Cost $77.22 Unrealized 0.0%
HSY Hershey Co 0.0%
Value ($000) $261 Shares 2,725 Est. Cost $84.63 Unrealized 0.0%
L Brands Inc 0.0%
Value ($000) $210 Shares 2,974 Est. Cost $70.61 Unrealized
NioCorp Developments Ltd 0.0%
Value ($000) $41 Shares 50,000 Est. Cost $0.82 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $11 Shares 195,000 Est. Cost $0.08 Unrealized -34.9%
DNA Brands Inc 0.0%
Value ($000) $2 Shares 19,237,358 Est. Cost $0.00 Unrealized
Redhawk Resources Inc 0.0%
Value ($000) $2 Shares 31,000 Est. Cost $0.06 Unrealized
Baron Energy Inc 0.0%
Value ($000) $1 Shares 68,813 Est. Cost $0.09 Unrealized
Baja Mining Corp 0.0%
Value ($000) $0 Shares 11,000 Est. Cost Unrealized
Escalera Resources Co 0.0%
Value ($000) $0 Shares 85,000 Est. Cost $0.27 Unrealized
Striker Oil & Gas Inc 0.0%
Value ($000) $0 Shares 26,818 Est. Cost Unrealized
MISSISSIPPI VALLEY EDIBLE OIL 0.0%
Value ($000) $0 Shares 300,000 Est. Cost Unrealized
HTDS Hard To Treat Diseases Inc 0.0%
Value ($000) $0 Shares 199,800 Est. Cost $0.00 Unrealized -49.2%
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