MONETA GROUP INVESTMENT ADVISORS LLC Diversified Active

CIK: 0001120927 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value ($000): $838,534 (100.0% shares, 0.0% debt)

Holdings (210)

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 8.1%
Value ($000) $67,958 Shares 2,367,050 Est. Cost $30.12 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 7.4%
Value ($000) $61,812 Shares 1,310,965 Est. Cost $43.09 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 6.5%
Value ($000) $54,089 Shares 1,043,786 Est. Cost $53.79 Unrealized
SDY SPDR S&P DIVIDEND ETF 5.4%
Value ($000) $45,682 Shares 510,299 Est. Cost $79.35 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 4.7%
Value ($000) $39,664 Shares 368,830 Est. Cost $102.44 Unrealized
IWM ISHARES RUSSELL 2000 ETF 3.9%
Value ($000) $32,564 Shares 243,196 Est. Cost $125.70 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 3.8%
Value ($000) $31,497 Shares 806,375 Est. Cost $39.02 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 2.4%
Value ($000) $20,286 Shares 227,141 Est. Cost $71.09 Unrealized
IVV ISHARES CORE S&P 500 2.2%
Value ($000) $18,577 Shares 73,833 Est. Cost $207.21 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 2.0%
Value ($000) $17,056 Shares 246,047 Est. Cost $82.54 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.0%
Value ($000) $16,726 Shares 99,560 Est. Cost $120.34 Unrealized
PERFICIENT INC 1.9%
Value ($000) $16,247 Shares 729,874 Est. Cost $22.26 Unrealized
SCHH SCH US REIT ETF 1.8%
Value ($000) $15,390 Shares 399,636 Est. Cost $40.92 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 1.8%
Value ($000) $15,194 Shares 289,907 Est. Cost $58.36 Unrealized
EFA ISHARES MSCI EAFE ETF 1.8%
Value ($000) $15,184 Shares 258,319 Est. Cost $60.71 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $14,960 Shares 59,859 Est. Cost $210.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.7%
Value ($000) $14,388 Shares 70,467 Est. Cost $143.11 Unrealized +46.0%
VTV VANGUARD VALUE ETF 1.5%
Value ($000) $12,492 Shares 127,534 Est. Cost $104.91 Unrealized
VUG VANGUARD GROWTH ETF 1.4%
Value ($000) $11,747 Shares 87,449 Est. Cost $145.31 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $11,649 Shares 77,315 Est. Cost $106.57 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.3%
Value ($000) $10,767 Shares 195,764 Est. Cost $60.30 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.2%
Value ($000) $9,812 Shares 97,014 Est. Cost $87.56 Unrealized
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $8,702 Shares 67,431 Est. Cost $94.32 Unrealized +21.0%
LNC LINCOLN NATL CORP IND COM 1.0%
Value ($000) $8,035 Shares 156,597 Est. Cost $48.37 Unrealized -9.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $7,424 Shares 261,869 Est. Cost $29.39 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.9%
Value ($000) $7,355 Shares 64,484 Est. Cost $125.55 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.8%
Value ($000) $6,739 Shares 56,304 Est. Cost $127.73 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.8%
Value ($000) $6,672 Shares 44,306 Est. Cost $169.63 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.8%
Value ($000) $6,624 Shares 401,211 Est. Cost $24.03 Unrealized -28.0%
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $6,171 Shares 64,781 Est. Cost $109.19 Unrealized
SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 0.7%
Value ($000) $5,784 Shares 192,351 Est. Cost $30.17 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.7%
Value ($000) $5,717 Shares 118,561 Est. Cost $48.36 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.7%
Value ($000) $5,545 Shares 56,570 Est. Cost $98.75 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.6%
Value ($000) $5,408 Shares 158,732 Est. Cost $37.14 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $5,217 Shares 47,221 Est. Cost $70.63 Unrealized +28.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $4,974 Shares 153,046 Est. Cost $37.60 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.6%
Value ($000) $4,903 Shares 35,442 Est. Cost $134.86 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $4,610 Shares 29,225 Est. Cost $39.03 Unrealized +17.9%
SPSM SPDR PORTFOLIO SMALL CAP ETF 0.5%
Value ($000) $4,190 Shares 158,953 Est. Cost $33.08 Unrealized
SPMD SPDR PORTFOLIO MID CAP ETF 0.5%
Value ($000) $4,164 Shares 141,536 Est. Cost $36.15 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.5%
Value ($000) $3,995 Shares 151,040 Est. Cost $30.62 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.5%
Value ($000) $3,812 Shares 67,625 Est. Cost $35.18 Unrealized +18.7%
ICF ISHARES COHEN & STEERS REIT ETF 0.4%
Value ($000) $3,668 Shares 38,328 Est. Cost $95.67 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $3,618 Shares 81,578 Est. Cost $47.02 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.4%
Value ($000) $3,418 Shares 17,874 Est. Cost $179.24 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $3,276 Shares 75,052 Est. Cost $22.72 Unrealized +32.2%
INTC INTEL CORP COM 0.4%
Value ($000) $3,222 Shares 68,655 Est. Cost $38.13 Unrealized +5.4%
VTHR VANGUARD RUSSELL 3000 ETF 0.4%
Value ($000) $3,219 Shares 28,254 Est. Cost $101.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $3,207 Shares 90,747 Est. Cost $27.52 Unrealized +31.8%
LOW LOWES COS INC COM 0.4%
Value ($000) $3,175 Shares 34,376 Est. Cost $61.89 Unrealized +36.7%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.4%
Value ($000) $3,132 Shares 96,786 Est. Cost $34.93 Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.4%
Value ($000) $3,073 Shares 105,601 Est. Cost $32.76 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value ($000) $3,060 Shares 10 Est. Cost $266481.78 Unrealized +17.5%
RED HAT! INC. 0.4%
Value ($000) $2,975 Shares 16,938 Est. Cost $132.18 Unrealized
MSFT MICROSOFT 0.3%
Value ($000) $2,919 Shares 28,739 Est. Cost $55.96 Unrealized +78.7%
AGG ISHARES AGGREGATE BOND ETF 0.3%
Value ($000) $2,903 Shares 27,261 Est. Cost $109.10 Unrealized
EFSC ENTERPRISE FINANCIAL SERVICES CORP 0.3%
Value ($000) $2,882 Shares 76,588 Est. Cost $20.51 Unrealized +87.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,764 Shares 44,189 Est. Cost $70.73 Unrealized -25.0%
SPYM SPDR SER TR DJ WILSHIRE LARGE CAP ETF 0.3%
Value ($000) $2,631 Shares 90,072 Est. Cost $32.03 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $2,603 Shares 70,162 Est. Cost $42.62 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $2,493 Shares 15,013 Est. Cost $195.05 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.3%
Value ($000) $2,479 Shares 56,124 Est. Cost $35.28 Unrealized +5.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.3%
Value ($000) $2,476 Shares 41,474 Est. Cost $63.29 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.3%
Value ($000) $2,306 Shares 46,784 Est. Cost $51.02 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,277 Shares 33,392 Est. Cost $54.39 Unrealized +3.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,192 Shares 19,739 Est. Cost $99.02 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $2,110 Shares 6,543 Est. Cost $275.37 Unrealized +21.6%
ALL ALLSTATE CORP 0.3%
Value ($000) $2,098 Shares 25,390 Est. Cost $53.70 Unrealized +41.4%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.2%
Value ($000) $2,095 Shares 139,018 Est. Cost $18.71 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,067 Shares 22,487 Est. Cost $67.48 Unrealized +10.8%
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $1,984 Shares 26,606 Est. Cost $61.12 Unrealized
IFGL ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US 0.2%
Value ($000) $1,902 Shares 70,366 Est. Cost $27.03 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,831 Shares 32,568 Est. Cost $30.40 Unrealized +27.0%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $1,802 Shares 18,219 Est. Cost $156.13 Unrealized -35.8%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $1,743 Shares 25,287 Est. Cost $73.38 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,736 Shares 6,969 Est. Cost $146.30 Unrealized +60.7%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.2%
Value ($000) $1,728 Shares 73,438 Est. Cost $24.91 Unrealized
VV VANGUARD LARGE CAP 0.2%
Value ($000) $1,727 Shares 15,036 Est. Cost $130.90 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $1,723 Shares 17,650 Est. Cost $77.29 Unrealized +13.3%
CNC CENTENE CORP DEL 0.2%
Value ($000) $1,698 Shares 14,727 Est. Cost $49.90 Unrealized +34.2%
KO COCA COLA CO COM 0.2%
Value ($000) $1,643 Shares 34,699 Est. Cost $36.69 Unrealized +4.6%
GOOGL ALPHABET INC CAP STOCK CL A 0.2%
Value ($000) $1,641 Shares 1,570 Est. Cost $48.75 Unrealized +10.0%
UNILEVER N V N Y SHS NEW 0.2%
Value ($000) $1,614 Shares 30,000 Est. Cost $40.20 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $1,586 Shares 24,229 Est. Cost $74.73 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,550 Shares 35,772 Est. Cost $28.21 Unrealized +30.8%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,485 Shares 6,462 Est. Cost $217.68 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,405 Shares 18,388 Est. Cost $45.52 Unrealized +24.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,403 Shares 10,717 Est. Cost $94.84 Unrealized
BAC BANK AMER CORP COM 0.2%
Value ($000) $1,368 Shares 55,519 Est. Cost $20.01 Unrealized +13.9%
MA MASTERCARD INC 0.2%
Value ($000) $1,331 Shares 7,055 Est. Cost $109.44 Unrealized +74.4%
T AT&T INC COM 0.2%
Value ($000) $1,308 Shares 45,830 Est. Cost $13.54 Unrealized +3.5%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $1,189 Shares 9,008 Est. Cost $105.56 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $1,173 Shares 1,133 Est. Cost $46.59 Unrealized +14.0%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $1,152 Shares 15,088 Est. Cost $71.91 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $1,149 Shares 17,144 Est. Cost $86.12 Unrealized -24.2%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,143 Shares 12,398 Est. Cost $64.83 Unrealized -0.1%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $1,097 Shares 9,647 Est. Cost $90.40 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $1,042 Shares 7,949 Est. Cost $163.50 Unrealized -12.0%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,038 Shares 33,581 Est. Cost $36.19 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $963 Shares 6,440 Est. Cost $137.78 Unrealized +3.3%
V VISA INC 0.1%
Value ($000) $929 Shares 7,041 Est. Cost $115.82 Unrealized +13.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $924 Shares 20,219 Est. Cost $34.75 Unrealized +10.2%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.1%
Value ($000) $914 Shares 14,246 Est. Cost $64.16 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.1%
Value ($000) $901 Shares 20,089 Est. Cost $48.37 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $886 Shares 8,080 Est. Cost $92.24 Unrealized +18.3%
TGT TARGET CORP COM 0.1%
Value ($000) $827 Shares 12,513 Est. Cost $58.90 Unrealized +7.5%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $818 Shares 7,196 Est. Cost $121.09 Unrealized -27.4%
HD HOME DEPOT 0.1%
Value ($000) $805 Shares 4,685 Est. Cost $162.01 Unrealized -7.2%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $749 Shares 16,850 Est. Cost $19.96 Unrealized +92.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $746 Shares 11,965 Est. Cost $43.22 Unrealized +23.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $740 Shares 10,231 Est. Cost $58.71 Unrealized +5.8%
CI CIGNA CORP NEW 0.1%
Value ($000) $734 Shares 3,865 Est. Cost $190.77 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $733 Shares 7,869 Est. Cost $26.09 Unrealized +10.2%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $731 Shares 5,290 Est. Cost $159.54 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $712 Shares 6,545 Est. Cost $83.49 Unrealized +1.5%
SF STIFEL FINANCIAL CP 0.1%
Value ($000) $704 Shares 16,997 Est. Cost $31.65 Unrealized -12.1%
C CITIGROUP INC 0.1%
Value ($000) $690 Shares 13,254 Est. Cost $43.61 Unrealized +13.2%
AMGN AMGEN INC 0.1%
Value ($000) $689 Shares 3,539 Est. Cost $140.48 Unrealized +11.6%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $672 Shares 9,835 Est. Cost $70.75 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $670 Shares 4,186 Est. Cost $135.57 Unrealized -1.7%
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF 0.1%
Value ($000) $655 Shares 16,314 Est. Cost $40.15 Unrealized
VTI VANGUARD TOTAL STK MKT 0.1%
Value ($000) $654 Shares 5,124 Est. Cost $118.99 Unrealized
SUNTRUST BANKS INC 0.1%
Value ($000) $637 Shares 12,629 Est. Cost $57.72 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $623 Shares 7,639 Est. Cost $66.12 Unrealized -2.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $622 Shares 9,317 Est. Cost $58.67 Unrealized -2.4%
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $591 Shares 12,330 Est. Cost $54.58 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $589 Shares 38,296 Est. Cost $11.13 Unrealized +0.6%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $578 Shares 9,525 Est. Cost $68.46 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $577 Shares 18,242 Est. Cost $31.63 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $570 Shares 5,980 Est. Cost $58.75 Unrealized +61.7%
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.1%
Value ($000) $539 Shares 12,178 Est. Cost $47.98 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $532 Shares 11,545 Est. Cost $43.46 Unrealized -3.3%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $530 Shares 4,183 Est. Cost $72.47 Unrealized +52.5%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $504 Shares 11,163 Est. Cost $43.71 Unrealized -1.3%
POST POST HOLDINGS INC COM 0.1%
Value ($000) $503 Shares 5,643 Est. Cost $50.98 Unrealized +18.2%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.1%
Value ($000) $503 Shares 3,118 Est. Cost $150.85 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $479 Shares 8,017 Est. Cost $50.73 Unrealized +12.4%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $478 Shares 6,962 Est. Cost $60.18 Unrealized +8.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $477 Shares 12,520 Est. Cost $42.02 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $476 Shares 2,681 Est. Cost $135.72 Unrealized +10.6%
ALPS TRUST ETF ALERIAN MLP 0.1%
Value ($000) $475 Shares 54,410 Est. Cost $8.73 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $471 Shares 9,061 Est. Cost $42.54 Unrealized -3.7%
DOWDUPONT INC COM 0.1%
Value ($000) $469 Shares 8,770 Est. Cost $68.42 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.1%
Value ($000) $464 Shares 21,866 Est. Cost $22.69 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $462 Shares 2,921 Est. Cost $95.42 Unrealized +35.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $458 Shares 1,749 Est. Cost $262.64 Unrealized -4.8%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $452 Shares 17,391 Est. Cost $22.86 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $436 Shares 10,996 Est. Cost $28.81 Unrealized +21.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $419 Shares 6,366 Est. Cost $53.44 Unrealized +10.3%
CSX CSX CORP 0.0%
Value ($000) $414 Shares 6,663 Est. Cost $20.89 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $412 Shares 16,755 Est. Cost $24.59 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $409 Shares 7,019 Est. Cost $51.63 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $399 Shares 1,764 Est. Cost $236.55 Unrealized +2.1%
RAYTHEON CO COM NEW 0.0%
Value ($000) $399 Shares 2,602 Est. Cost $156.09 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $380 Shares 10,870 Est. Cost $38.07 Unrealized
DUKE REALTY CORP 0.0%
Value ($000) $363 Shares 14,015 Est. Cost $25.90 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $358 Shares 1,903 Est. Cost $128.47 Unrealized +10.7%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $356 Shares 1,748 Est. Cost $144.16 Unrealized +40.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $356 Shares 3,635 Est. Cost $96.43 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $348 Shares 8,937 Est. Cost $36.85 Unrealized -10.5%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $348 Shares 45,971 Est. Cost $18.95 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $340 Shares 5,762 Est. Cost $54.25 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $334 Shares 2,239 Est. Cost $137.24 Unrealized -4.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $333 Shares 2,878 Est. Cost $79.60 Unrealized +27.4%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $332 Shares 5,818 Est. Cost $57.06 Unrealized
VECTREN CORP 0.0%
Value ($000) $331 Shares 4,598 Est. Cost $53.31 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $328 Shares 1,620 Est. Cost $130.48 Unrealized +16.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $317 Shares 4,336 Est. Cost $68.73 Unrealized -10.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $316 Shares 6,728 Est. Cost $46.97 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $312 Shares 2,366 Est. Cost $113.38 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $309 Shares 206 Est. Cost $74.31 Unrealized +11.9%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $304 Shares 7,757 Est. Cost $41.95 Unrealized -8.5%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $303 Shares 2,385 Est. Cost $124.62 Unrealized -10.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $295 Shares 1,318 Est. Cost $197.65 Unrealized +16.5%
MET METLIFE INC COM 0.0%
Value ($000) $292 Shares 7,112 Est. Cost $30.50 Unrealized +10.4%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $289 Shares 2,701 Est. Cost $128.23 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $287 Shares 2,094 Est. Cost $182.61 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.0%
Value ($000) $283 Shares 11,361 Est. Cost $24.86 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $276 Shares 4,231 Est. Cost $44.83 Unrealized +21.4%
HD SUPPLY INC COM USD0.01 0.0%
Value ($000) $275 Shares 7,329 Est. Cost $37.39 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $271 Shares 4,325 Est. Cost $47.83 Unrealized +16.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $264 Shares 2,013 Est. Cost $107.69 Unrealized +12.5%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $255 Shares 19,304 Est. Cost $13.21 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $254 Shares 4,001 Est. Cost $65.29 Unrealized -4.1%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $253 Shares 3,027 Est. Cost $83.16 Unrealized -9.4%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.0%
Value ($000) $245 Shares 5,271 Est. Cost $80.50 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $242 Shares 8,276 Est. Cost $33.55 Unrealized -17.5%
NVDA NVIDIA CORP 0.0%
Value ($000) $240 Shares 1,798 Est. Cost $5.97 Unrealized -20.6%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $240 Shares 1,634 Est. Cost $157.33 Unrealized
SUSA ISHARES KLD SEL SOC FD 0.0%
Value ($000) $227 Shares 2,201 Est. Cost $111.04 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $221 Shares 1,976 Est. Cost $111.84 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $216 Shares 1,557 Est. Cost $128.04 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $213 Shares 4,991 Est. Cost $35.69 Unrealized 0.0%
FS INVESTMENT CORPORATION 0.0%
Value ($000) $212 Shares 40,927 Est. Cost $5.18 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $211 Shares 2,286 Est. Cost $81.35 Unrealized -10.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $209 Shares 3,089 Est. Cost $40.74 Unrealized +11.9%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $201 Shares 4,140 Est. Cost $48.55 Unrealized
CAESARS ENTMT CORP COM 0.0%
Value ($000) $181 Shares 26,657 Est. Cost $11.32 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $168 Shares 10,377 Est. Cost $19.94 Unrealized
NCI BLDG SYS INC 0.0%
Value ($000) $140 Shares 19,310 Est. Cost $12.23 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $131 Shares 1,407 Est. Cost $100.20 Unrealized 0.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $93 Shares 12,157 Est. Cost $6.21 Unrealized 0.0%
LOAN MANHATTAN BRIDGE CAPITAL INC COM 0.0%
Value ($000) $93 Shares 16,548 Est. Cost $3.73 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $67 Shares 2,574 Est. Cost $26.03 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $54 Shares 1,939 Est. Cost $27.85 Unrealized
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.0%
Value ($000) $51 Shares 1,742 Est. Cost $29.28 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $41 Shares 1,721 Est. Cost $23.82 Unrealized
CHESAPEAKE ENERGY CORPORATION 0.0%
Value ($000) $35 Shares 16,667 Est. Cost $2.10 Unrealized
NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $21 Shares 481 Est. Cost $43.66 Unrealized
ATHERSYS INC COM 0.0%
Value ($000) $16 Shares 11,111 Est. Cost $2.11 Unrealized