Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	S P D R S&P 500 ETF TR EXPIRING 01/22/2118	143,803	$26.38M	13.7%	$164.04	—	COM	78562F103
MDYG	SPDR S&P MIDCAP 400 ETF	62,427	$15.15M	7.9%	$213.99	—	COM	78464A821
IWM	ISHARES TR RUSSELL 2000 ETF	82,917	$9.498M	4.9%	$84.95	—	COM	464287655
IBB	ISHARES NASDAQ BIO ETF NASDAQ BIOTECHNOLOGY	36,629	$8.306M	4.3%	$180.39	—	COM	464287556
VTI	VANGUARD TOTAL STOCK MKT	85,256	$8.128M	4.2%	$83.82	—	COM	922908769
XHB	SPDR S&P HOMEBUILDERS ETF	241,152	$8.04M	4.2%	$29.95	—	COM	78464A888
DIA	SPDR DOW JONES INDL AVG INDUSTRIAL AVERAGE ETF	47,357	$7.799M	4.0%	$150.40	—	COM	78467X109
IJR	ISHARES CORE S&P ETF SMALLCAP	66,113	$7.159M	3.7%	$91.56	—	COM	464287804
KRE	SPDR S&P REGIONAL BKING	174,976	$7.013M	3.6%	$34.61	—	COM	78464A698
IYT	ISHARES US TRANSN AVG TRANSPORTATION AVERAGE ETF	47,089	$6.176M	3.2%	$111.51	—	COM	464287192
KBE	SPDR S&P BANK ETF	182,109	$6M	3.1%	$29.27	—	COM	78464A797
XLI	SECTOR SPDR INDL SELECT SHARES OF BENEFICIAL INT	112,915	$5.85M	3.0%	$43.13	—	COM	81369Y704
VB	VANGUARD SMALL CAP	53,085	$5.811M	3.0%	$95.20	—	COM	922908751
IWO	ISHARES TR RUSSELL 2000 GROWTH ETF	42,883	$5.775M	3.0%	$113.40	—	COM	464287648
—	SPDR S&P OIL & GAS EXPL PRODUCTION ETF	83,364	$5.56M	2.9%	$58.93	—	COM	76484A730
VDE	VANGUARD ENERGY ETF	44,389	$5.534M	2.9%	$113.78	—	COM	92204A306
IYM	ISHARES TR US BASIC MATERIALS ETF	61,419	$4.971M	2.6%	$74.14	—	COM	464287838
XLB	SECTOR SPDR MATERIALS FDSHARES OF BENEFICIAL INT	102,170	$4.687M	2.4%	$38.90	—	COM	81369Y100
BIIB	BIOGEN IDEC INC	10,131	$2.819M	1.5%	$258.65	0.0%	COM	09062X103
—	ACTAVIS PLC F	16,039	$2.703M	1.4%	$125.70	—	COM	00507K103
—	LINKEDIN CORP	11,078	$2.308M	1.2%	$181.70	—	COM	53578A108
—	21ST CENT FOX CL A	64,609	$2.293M	1.2%	$33.79	—	COM	90130A101
CMCSA	COMCAST CORP NEW CL A	44,166	$2.274M	1.2%	$18.38	0.0%	COM	20030N101
DIS	DISNEY WALT CO	29,540	$2.263M	1.2%	$56.11	+9.9%	COM	254687106
—	DISCOVER FINANCIAL SVCS	40,338	$2.222M	1.2%	$48.79	—	COM	254709108
PHM	PULTEGROUP INC	105,872	$2.141M	1.1%	$17.55	-13.2%	COM	745867101
ALL	ALLSTATE CORPORATION	39,947	$2.14M	1.1%	$37.12	+10.7%	COM	020002101
TJX	T J X COS INC	32,077	$2.052M	1.1%	$20.82	+23.5%	COM	872540109
AMZN	AMAZON COM INC	5,044	$2.03M	1.1%	$14.90	+20.6%	COM	023135106
HD	HOME DEPOT INC	23,839	$1.962M	1.0%	$56.05	+4.8%	COM	437076102
SHW	SHERWIN WILLIAMS CO	10,661	$1.957M	1.0%	$54.58	0.0%	COM	824348106
—	MICHAEL KORS HLDGS F	21,934	$1.824M	0.9%	$63.63	—	COM	G60754101
BUD	ANHEUSER-BUSC INBEV ADRFSPONSORED ADR 1 ADR REPS 1	17,386	$1.814M	0.9%	$90.44	—	COM	03524A108
—	SUNTRUST BANKS INC	48,261	$1.772M	0.9%	$32.09	—	COM	867914103
LEN	LENNAR CORP CL A CLASS A	44,271	$1.748M	0.9%	$34.18	-10.9%	COM	526057104
EBAY	EBAY INC	30,659	$1.643M	0.9%	$20.18	-2.4%	COM	278642103
TGT	TARGET CORPORATION	22,741	$1.447M	0.8%	$47.95	-7.0%	COM	87612E106
DHI	D R HORTON CO	62,991	$1.391M	0.7%	$21.23	-20.1%	COM	23331A109
—	EQUINIX INC NEW	6,880	$1.202M	0.6%	$186.98	—	COM	29444U502
—	CBS CORPORATION CL B NEW	5,445	$345K	0.2%	$49.29	—	COM	124857202
V	VISA INC CL A CLASS A	1,502	$333K	0.2%	$40.10	+15.4%	COM	92826C839
—	NEWS CORP NEW CL A	15,864	$285K	0.1%	$32.57	—	COM	65248E104
SCHB	SCHW US BRD MKT ETF	6,298	$282K	0.1%	$44.78	—	COM	808524102
AMGN	AMGEN INCORPORATED	2,312	$266K	0.1%	$73.34	+10.6%	COM	031162100
HDV	ISHARES TR HIGH DIVIDENDETF	3,535	$246K	0.1%	$66.76	—	COM	46429B663
—	ACCELERATE DIAGNOSTICS	20,730	$242K	0.1%	$8.55	—	COM	004304200
SRE	SEMPRA ENERGY	2,532	$225K	0.1%	$27.60	+10.6%	COM	816851109
IJT	ISHARES TR GLOBAL ETF HEALTHCARE	2,521	$217K	0.1%	$86.08	—	COM	464287887
MO	ALTRIA GROUP INC	5,466	$208K	0.1%	$17.15	0.0%	COM	02209S103
WMT	WAL-MART STORES INC	2,595	$205K	0.1%	$20.35	0.0%	COM	931142103