FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 19, 2017

Total Value ($000): $581,055 (100.0% shares, 0.0% debt)

Holdings (208)

EFAV iShares MSCI EAFE Min Volatility ETF 3.6%
Value ($000) $21,133 Shares 297,394 Est. Cost $61.49 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.8%
Value ($000) $16,238 Shares 566,580 Est. Cost $22.43 Unrealized
MSFT Microsoft Corp 2.7%
Value ($000) $15,874 Shares 213,101 Est. Cost $31.86 Unrealized +109.3%
AAPL Apple Computer Inc 2.5%
Value ($000) $14,394 Shares 93,397 Est. Cost $28.18 Unrealized +28.3%
TD Toronto-Dominion Bank 2.5%
Value ($000) $14,248 Shares 253,215 Est. Cost $43.11 Unrealized +21.8%
iShares Gold Trust ETF 2.1%
Value ($000) $11,977 Shares 972,925 Est. Cost $11.71 Unrealized
WMT Wal-Mart Stores Inc 2.0%
Value ($000) $11,836 Shares 151,467 Est. Cost $20.21 Unrealized +13.3%
ORCL Oracle Corporation 2.0%
Value ($000) $11,346 Shares 234,659 Est. Cost $30.05 Unrealized +46.2%
Total S.A. ADS 1.9%
Value ($000) $11,218 Shares 209,613 Est. Cost $48.27 Unrealized
VBR Vanguard Small Cap Value ETF 1.9%
Value ($000) $11,103 Shares 86,882 Est. Cost $112.66 Unrealized
TRV Travelers Companies Inc 1.7%
Value ($000) $10,158 Shares 82,911 Est. Cost $67.25 Unrealized +54.6%
PFE Pfizer Incorporated 1.7%
Value ($000) $10,096 Shares 282,792 Est. Cost $18.10 Unrealized +22.9%
SCHH Schwab U.S. REIT ETF 1.7%
Value ($000) $10,028 Shares 243,814 Est. Cost $41.48 Unrealized
SCHP Schwab US TIPS ETF 1.7%
Value ($000) $9,920 Shares 179,510 Est. Cost $54.62 Unrealized
VZ Verizon Communications 1.7%
Value ($000) $9,882 Shares 199,683 Est. Cost $27.47 Unrealized +10.0%
JPM J P Morgan Chase & Co. 1.6%
Value ($000) $9,070 Shares 94,962 Est. Cost $41.25 Unrealized +78.6%
AMGN Amgen Incorporated 1.5%
Value ($000) $8,674 Shares 46,520 Est. Cost $89.61 Unrealized +53.4%
PowerShares Emerging Mkts Sovereign Debt ETF 1.5%
Value ($000) $8,541 Shares 286,913 Est. Cost $28.16 Unrealized
CSCO Cisco Systems Inc 1.4%
Value ($000) $8,316 Shares 247,275 Est. Cost $18.83 Unrealized +31.3%
HAS Hasbro Inc 1.4%
Value ($000) $8,240 Shares 84,369 Est. Cost $35.26 Unrealized +114.5%
United Technologies Corp 1.4%
Value ($000) $8,182 Shares 70,484 Est. Cost $93.88 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $7,744 Shares 59,566 Est. Cost $74.36 Unrealized +41.2%
VNQ Vanguard Reit Index ETF 1.3%
Value ($000) $7,627 Shares 91,793 Est. Cost $78.09 Unrealized
BDX Becton Dickinson & Co 1.2%
Value ($000) $7,234 Shares 36,917 Est. Cost $86.56 Unrealized +97.6%
PEP PepsiCo Incorporated 1.2%
Value ($000) $7,198 Shares 64,600 Est. Cost $61.69 Unrealized +44.9%
XOM Exxon Mobil Corporation 1.2%
Value ($000) $7,028 Shares 85,723 Est. Cost $54.57 Unrealized -0.4%
MMM 3M Company 1.2%
Value ($000) $6,966 Shares 33,185 Est. Cost $62.09 Unrealized +109.2%
WFC Wells Fargo & Company 1.2%
Value ($000) $6,856 Shares 124,308 Est. Cost $30.03 Unrealized +40.3%
CVX Chevron Corp 1.2%
Value ($000) $6,781 Shares 57,710 Est. Cost $70.78 Unrealized +7.7%
PowerShares FTSE RAFI Emerging Markets ETF 1.0%
Value ($000) $5,872 Shares 275,290 Est. Cost $14.35 Unrealized
LYB LyondellBasell Industrials NV 1.0%
Value ($000) $5,750 Shares 58,050 Est. Cost $49.51 Unrealized +10.1%
TXN Texas Instruments Inc 1.0%
Value ($000) $5,719 Shares 63,804 Est. Cost $35.45 Unrealized +83.9%
CB Chubb Ltd 1.0%
Value ($000) $5,709 Shares 40,052 Est. Cost $99.98 Unrealized +24.9%
PG Procter & Gamble 1.0%
Value ($000) $5,619 Shares 61,755 Est. Cost $58.64 Unrealized +24.5%
Janus Velocity Tail Risk Hdgd Lg Cp ETF 1.0%
Value ($000) $5,521 Shares 186,066 Est. Cost $29.38 Unrealized
INTC Intel Corp 0.9%
Value ($000) $5,365 Shares 140,876 Est. Cost $23.51 Unrealized +25.8%
ACN Accenture Ltd Cl A 0.9%
Value ($000) $5,347 Shares 39,586 Est. Cost $91.82 Unrealized +24.9%
MCK McKesson HBOC Inc 0.9%
Value ($000) $5,140 Shares 33,462 Est. Cost $116.21 Unrealized +25.7%
HON Honeywell International 0.9%
Value ($000) $5,134 Shares 36,222 Est. Cost $69.48 Unrealized +50.2%
COM Direxion Auspice Broad Commodity 0.9%
Value ($000) $4,996 Shares 212,975 Est. Cost $25.00 Unrealized
USB US Bancorp 0.8%
Value ($000) $4,938 Shares 92,142 Est. Cost $24.41 Unrealized +54.7%
MBB iShares MBS Bond ETF 0.8%
Value ($000) $4,878 Shares 45,545 Est. Cost $107.35 Unrealized
VLO Valero Energy Corp New 0.8%
Value ($000) $4,807 Shares 62,481 Est. Cost $43.00 Unrealized +14.9%
UGI UGI Corporation New 0.8%
Value ($000) $4,697 Shares 100,244 Est. Cost $30.14 Unrealized +62.0%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.8%
Value ($000) $4,670 Shares 72,222 Est. Cost $63.99 Unrealized
Discover Financial Services 0.8%
Value ($000) $4,617 Shares 71,610 Est. Cost $56.22 Unrealized
LEA Lear Corp 0.7%
Value ($000) $4,285 Shares 24,760 Est. Cost $125.53 Unrealized +2.2%
UNP Union Pacific 0.7%
Value ($000) $4,164 Shares 35,910 Est. Cost $80.26 Unrealized +11.0%
GIS General Mills Inc 0.7%
Value ($000) $3,909 Shares 75,523 Est. Cost $38.71 Unrealized +5.2%
EGP EastGroup Properties Inc. 0.6%
Value ($000) $3,741 Shares 42,459 Est. Cost $59.73 Unrealized
LOW Lowes Companies Inc 0.6%
Value ($000) $3,671 Shares 45,920 Est. Cost $64.50 Unrealized +1.8%
TMO Thermo Fisher Scientific Inc. 0.6%
Value ($000) $3,593 Shares 18,992 Est. Cost $90.97 Unrealized +94.6%
Bunge Ltd. 0.6%
Value ($000) $3,502 Shares 50,416 Est. Cost $78.29 Unrealized
Global X MLP & Energy Infrastructure ETF 0.6%
Value ($000) $3,483 Shares 252,606 Est. Cost $11.61 Unrealized
ABBV AbbVie Inc. 0.6%
Value ($000) $3,474 Shares 39,091 Est. Cost $30.13 Unrealized +78.1%
MCD McDonald's Corp. 0.6%
Value ($000) $3,343 Shares 21,337 Est. Cost $71.71 Unrealized +79.4%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.6%
Value ($000) $3,327 Shares 64,402 Est. Cost $51.05 Unrealized
THG The Hanover Insurance Group Inc. 0.5%
Value ($000) $3,186 Shares 32,871 Est. Cost $53.06 Unrealized +39.7%
LAND Gladstone Land Corporation 0.5%
Value ($000) $3,059 Shares 224,619 Est. Cost $11.14 Unrealized
Time Warner Inc. 0.5%
Value ($000) $2,996 Shares 29,248 Est. Cost $81.96 Unrealized
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.5%
Value ($000) $2,995 Shares 55,674 Est. Cost $53.25 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $2,908 Shares 14,849 Est. Cost $114.73 Unrealized +47.3%
Wyndham Worldwide Corporation 0.5%
Value ($000) $2,835 Shares 26,897 Est. Cost $87.90 Unrealized
CLDT Chatham Lodging Trust 0.5%
Value ($000) $2,829 Shares 132,682 Est. Cost $26.11 Unrealized
EG Everest Re Group Ltd 0.5%
Value ($000) $2,707 Shares 11,852 Est. Cost $120.11 Unrealized +76.4%
CCL Carnival Corp 0.5%
Value ($000) $2,696 Shares 41,755 Est. Cost $47.86 Unrealized +27.3%
FDX FedEx Corp. 0.5%
Value ($000) $2,682 Shares 11,888 Est. Cost $141.75 Unrealized +30.4%
BRX Brixmor Property Group Inc. 0.5%
Value ($000) $2,667 Shares 141,851 Est. Cost $23.30 Unrealized
TIP iShares TIPS Bond ETF 0.5%
Value ($000) $2,661 Shares 23,430 Est. Cost $112.28 Unrealized
CBT Cabot Corporation 0.5%
Value ($000) $2,623 Shares 47,005 Est. Cost $43.69 Unrealized -0.5%
Life Storage Inc. 0.4%
Value ($000) $2,610 Shares 31,906 Est. Cost $87.39 Unrealized
SWK Stanley Black & Decker, Inc. 0.4%
Value ($000) $2,568 Shares 17,007 Est. Cost $77.65 Unrealized +47.4%
IBM Intl Business Machines 0.4%
Value ($000) $2,454 Shares 16,918 Est. Cost $116.41 Unrealized -16.8%
KR Kroger Company 0.4%
Value ($000) $2,443 Shares 121,774 Est. Cost $22.00 Unrealized -14.2%
TGT Target Corporation 0.4%
Value ($000) $2,432 Shares 41,212 Est. Cost $56.46 Unrealized -21.8%
T A T & T Inc. 0.4%
Value ($000) $2,397 Shares 61,185 Est. Cost $12.92 Unrealized +20.8%
IP International Paper Co 0.4%
Value ($000) $2,294 Shares 40,374 Est. Cost $27.31 Unrealized +33.7%
KMB Kimberly-Clark Corp 0.4%
Value ($000) $2,256 Shares 19,173 Est. Cost $63.74 Unrealized +42.7%
ZD j2 Global, Inc. 0.4%
Value ($000) $2,111 Shares 28,578 Est. Cost $71.96 Unrealized -5.9%
PRU Prudential Financial Inc 0.4%
Value ($000) $2,109 Shares 19,840 Est. Cost $51.94 Unrealized +38.8%
BND Vanguard Total Bond Market ETF 0.4%
Value ($000) $2,105 Shares 25,685 Est. Cost $81.98 Unrealized
ETR Entergy Corp New 0.4%
Value ($000) $2,090 Shares 27,373 Est. Cost $26.48 Unrealized +6.7%
NEM Newmont Mining Corp 0.3%
Value ($000) $1,988 Shares 52,990 Est. Cost $21.49 Unrealized +33.6%
PNC PNC Financial Services 0.3%
Value ($000) $1,887 Shares 14,003 Est. Cost $71.46 Unrealized +35.3%
TJX TJX Cos Inc 0.3%
Value ($000) $1,832 Shares 24,849 Est. Cost $20.98 Unrealized +51.1%
CMI Cummins Inc 0.3%
Value ($000) $1,814 Shares 10,793 Est. Cost $128.12 Unrealized +1.4%
NOC Northrop Grumman Corp 0.3%
Value ($000) $1,810 Shares 6,290 Est. Cost $65.16 Unrealized +260.6%
DLX Deluxe Corp 0.3%
Value ($000) $1,782 Shares 24,422 Est. Cost $47.86 Unrealized +0.2%
HCP Inc REIT 0.3%
Value ($000) $1,778 Shares 63,870 Est. Cost $36.98 Unrealized
EXC Exelon Corporation 0.3%
Value ($000) $1,768 Shares 46,929 Est. Cost $16.67 Unrealized +20.0%
KSS Kohls Corp 0.3%
Value ($000) $1,711 Shares 37,470 Est. Cost $43.34 Unrealized -5.4%
DoubleLine Income Solutions Fund 0.3%
Value ($000) $1,678 Shares 78,972 Est. Cost $19.20 Unrealized
CVS C V S Caremark Corp. 0.3%
Value ($000) $1,654 Shares 20,343 Est. Cost $62.73 Unrealized -3.1%
F Ford Motor Company 0.3%
Value ($000) $1,643 Shares 137,294 Est. Cost $8.00 Unrealized -9.3%
Aetna Inc 0.3%
Value ($000) $1,632 Shares 10,263 Est. Cost $93.20 Unrealized
TSN Tyson Foods Inc 0.3%
Value ($000) $1,621 Shares 23,006 Est. Cost $53.46 Unrealized -4.4%
FAF First American Financial Corp 0.2%
Value ($000) $1,392 Shares 27,862 Est. Cost $34.99 Unrealized +3.3%
Scripps Networks Interactive, Inc. 0.2%
Value ($000) $1,385 Shares 16,121 Est. Cost $73.69 Unrealized
TM Toyota Motor Corporation 0.2%
Value ($000) $1,354 Shares 11,366 Est. Cost $116.72 Unrealized
Vectren Corporation 0.2%
Value ($000) $1,333 Shares 20,275 Est. Cost $38.67 Unrealized
CNP CenterPoint Energy, Inc. 0.2%
Value ($000) $1,279 Shares 43,796 Est. Cost $17.79 Unrealized +25.5%
EIX Edison Intl. (SCE) 0.2%
Value ($000) $1,273 Shares 16,497 Est. Cost $52.50 Unrealized +5.4%
GLW Corning Inc 0.2%
Value ($000) $1,257 Shares 42,002 Est. Cost $23.02 Unrealized +2.5%
CMS CMS Energy Corp 0.2%
Value ($000) $1,212 Shares 26,165 Est. Cost $19.06 Unrealized +93.5%
ROST Ross Stores, Inc 0.2%
Value ($000) $1,184 Shares 18,329 Est. Cost $41.99 Unrealized +26.0%
GDX VanEck Vectors Gold Miners ETF 0.2%
Value ($000) $1,182 Shares 51,465 Est. Cost $20.92 Unrealized
C.R. Bard, Inc. 0.2%
Value ($000) $1,182 Shares 3,687 Est. Cost $181.95 Unrealized
RRX Regal Beloit Corporation 0.2%
Value ($000) $1,171 Shares 14,822 Est. Cost $79.66 Unrealized +0.2%
Cerner Corp 0.2%
Value ($000) $1,125 Shares 15,772 Est. Cost $74.75 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $1,058 Shares 5,146 Est. Cost $89.02 Unrealized +87.0%
OMC Omnicom Group Inc 0.2%
Value ($000) $1,033 Shares 13,941 Est. Cost $49.45 Unrealized +15.5%
MINT Pimco Enhanced Short Maturity Active ETF 0.2%
Value ($000) $1,010 Shares 9,917 Est. Cost $101.49 Unrealized
Hill-Rom Holdings, Inc. 0.2%
Value ($000) $1,005 Shares 13,587 Est. Cost $76.52 Unrealized
PSX Phillips 66 0.2%
Value ($000) $996 Shares 10,874 Est. Cost $40.44 Unrealized +51.5%
PPG PPG Industries Inc 0.2%
Value ($000) $995 Shares 9,157 Est. Cost $75.04 Unrealized +21.3%
DIS Disney Walt Hldg Co 0.2%
Value ($000) $982 Shares 9,965 Est. Cost $60.70 Unrealized +59.7%
CNI Canadian Natl RR Co. 0.2%
Value ($000) $975 Shares 11,768 Est. Cost $58.61 Unrealized +18.4%
SCHF Schwab International Equity ETF 0.2%
Value ($000) $937 Shares 27,981 Est. Cost $27.56 Unrealized
SPIB SPDR Bloomberg Barclays Interm Term Corp Bond ETF 0.2%
Value ($000) $936 Shares 27,130 Est. Cost $34.17 Unrealized
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $930 Shares 16,575 Est. Cost $36.60 Unrealized +12.9%
SNX SYNNEX Corp. 0.2%
Value ($000) $878 Shares 6,938 Est. Cost $53.41 Unrealized 0.0%
BA The Boeing Company 0.1%
Value ($000) $849 Shares 3,338 Est. Cost $167.01 Unrealized +32.0%
SJM J M Smuckers Co 0.1%
Value ($000) $844 Shares 8,042 Est. Cost $109.93 Unrealized -20.4%
EFX Equifax Inc 0.1%
Value ($000) $835 Shares 7,876 Est. Cost $88.69 Unrealized +38.1%
Foot Locker Inc 0.1%
Value ($000) $813 Shares 23,086 Est. Cost $57.42 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $787 Shares 5,320 Est. Cost $62.03 Unrealized +87.1%
CBS Corporation Cl B New 0.1%
Value ($000) $752 Shares 12,972 Est. Cost $60.39 Unrealized
Annaly Capital Management 0.1%
Value ($000) $734 Shares 60,242 Est. Cost $10.62 Unrealized
ETN Eaton Corporation plc 0.1%
Value ($000) $727 Shares 9,461 Est. Cost $63.91 Unrealized -0.1%
ACH Owens & Minor Inc 0.1%
Value ($000) $697 Shares 23,869 Est. Cost $28.44 Unrealized -4.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $695 Shares 8,579 Est. Cost $72.19 Unrealized -22.5%
BXMT Blackstone Mortgage Trust, Inc 0.1%
Value ($000) $686 Shares 22,121 Est. Cost $27.48 Unrealized
OKE ONEOK Inc 0.1%
Value ($000) $683 Shares 12,323 Est. Cost $32.05 Unrealized 0.0%
HD Home Depot Inc 0.1%
Value ($000) $672 Shares 4,110 Est. Cost $81.60 Unrealized +53.4%
AFG American Financial Gp New 0.1%
Value ($000) $659 Shares 6,373 Est. Cost $35.35 Unrealized +44.7%
MRK Merck & Co Inc 0.1%
Value ($000) $658 Shares 10,269 Est. Cost $37.52 Unrealized +24.4%
ADNT Adient Plc 0.1%
Value ($000) $606 Shares 7,220 Est. Cost $53.31 Unrealized +30.7%
BB&T Corporation 0.1%
Value ($000) $606 Shares 12,910 Est. Cost $46.94 Unrealized
WU Western Union Company 0.1%
Value ($000) $606 Shares 31,577 Est. Cost $19.49 Unrealized
EAT Brinker Intl Inc 0.1%
Value ($000) $603 Shares 18,924 Est. Cost $34.56 Unrealized -11.0%
ADM Archer-Daniels-Midland Co. 0.1%
Value ($000) $602 Shares 14,150 Est. Cost $32.87 Unrealized 0.0%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $600 Shares 7,833 Est. Cost $57.62 Unrealized +5.2%
AEP American Electric Power Co., Inc 0.1%
Value ($000) $564 Shares 8,025 Est. Cost $30.64 Unrealized +73.1%
General Electric 0.1%
Value ($000) $563 Shares 23,276 Est. Cost $25.10 Unrealized
DOX Amdocs Limited Common Stock 0.1%
Value ($000) $553 Shares 8,598 Est. Cost $54.67 Unrealized 0.0%
BP BP PLC Adr 0.1%
Value ($000) $553 Shares 14,385 Est. Cost $36.01 Unrealized
DGX Quest Diagnostic Inc 0.1%
Value ($000) $544 Shares 5,808 Est. Cost $89.62 Unrealized +0.3%
Torchmark Corporation 0.1%
Value ($000) $542 Shares 6,762 Est. Cost $69.02 Unrealized
UNM Unum Group 0.1%
Value ($000) $522 Shares 10,204 Est. Cost $48.78 Unrealized 0.0%
CNK Cinemark Holdings, Inc. 0.1%
Value ($000) $520 Shares 14,364 Est. Cost $34.54 Unrealized -6.0%
DAL Delta Air Lines 0.1%
Value ($000) $495 Shares 10,265 Est. Cost $41.78 Unrealized +8.4%
LW Lamb Weston Holdings, Inc. 0.1%
Value ($000) $476 Shares 10,160 Est. Cost $29.75 Unrealized +33.2%
DST Systems Inc. 0.1%
Value ($000) $469 Shares 8,538 Est. Cost $61.66 Unrealized
PowerShares S&P Intl Dev Low Vol ETF 0.1%
Value ($000) $452 Shares 13,625 Est. Cost $28.45 Unrealized
Bemis Co Inc 0.1%
Value ($000) $450 Shares 9,883 Est. Cost $44.97 Unrealized
COR Amerisource Bergen 0.1%
Value ($000) $448 Shares 5,419 Est. Cost $49.34 Unrealized +31.1%
PEG Pub Svc Enterprise Group 0.1%
Value ($000) $426 Shares 9,213 Est. Cost $28.46 Unrealized +19.6%
SCHX Schwab US LC ETF 0.1%
Value ($000) $412 Shares 6,856 Est. Cost $49.37 Unrealized
HRB Block H & R Incorporated 0.1%
Value ($000) $396 Shares 14,959 Est. Cost $20.97 Unrealized 0.0%
ELV Anthem, Inc. 0.1%
Value ($000) $386 Shares 2,034 Est. Cost $170.45 Unrealized 0.0%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $379 Shares 2,067 Est. Cost $146.97 Unrealized +20.2%
Convergys Corp 0.1%
Value ($000) $356 Shares 13,743 Est. Cost $28.01 Unrealized
DG Dollar General Corporation 0.1%
Value ($000) $356 Shares 4,392 Est. Cost $63.79 Unrealized +5.4%
COF Capital One Financial Corp 0.1%
Value ($000) $348 Shares 4,108 Est. Cost $70.24 Unrealized +1.6%
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $345 Shares 6,649 Est. Cost $41.26 Unrealized
VanEck Vectors High-Yield Muni ETF 0.1%
Value ($000) $336 Shares 10,729 Est. Cost $32.25 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $335 Shares 6,404 Est. Cost $52.61 Unrealized
BBY Best Buy Inc 0.1%
Value ($000) $332 Shares 5,825 Est. Cost $33.76 Unrealized +25.2%
NEE Nextera Energy Inc 0.1%
Value ($000) $328 Shares 2,238 Est. Cost $24.88 Unrealized +19.5%
Raytheon Company New 0.1%
Value ($000) $327 Shares 1,751 Est. Cost $166.54 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $327 Shares 11,690 Est. Cost $13.09 Unrealized +48.6%
VFC V F Corporation 0.1%
Value ($000) $325 Shares 5,120 Est. Cost $51.52 Unrealized +12.0%
FLO Flowers Foods Inc 0.1%
Value ($000) $320 Shares 16,992 Est. Cost $12.74 Unrealized 0.0%
Crane Company 0.1%
Value ($000) $317 Shares 3,962 Est. Cost $79.41 Unrealized
CAH Cardinal Health Inc 0.1%
Value ($000) $312 Shares 4,662 Est. Cost $60.35 Unrealized -8.8%
BIGGQ Big Lots Inc. 0.1%
Value ($000) $308 Shares 5,743 Est. Cost $32.66 Unrealized +20.2%
ABT Abbott Laboratories 0.1%
Value ($000) $303 Shares 5,673 Est. Cost $28.85 Unrealized +50.3%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $300 Shares 3,879 Est. Cost $77.95 Unrealized
CAG ConAgra Brands, Inc. 0.1%
Value ($000) $294 Shares 8,700 Est. Cost $21.51 Unrealized +15.4%
MET Metlife Inc 0.0%
Value ($000) $289 Shares 5,570 Est. Cost $30.78 Unrealized +19.0%
ADP Auto Data Processing 0.0%
Value ($000) $282 Shares 2,584 Est. Cost $76.76 Unrealized +16.7%
GLD SPDR Gold Shares 0.0%
Value ($000) $281 Shares 2,311 Est. Cost $117.57 Unrealized
C Citigroup Inc 0.0%
Value ($000) $281 Shares 3,862 Est. Cost $51.91 Unrealized 0.0%
AES AES Corporation 0.0%
Value ($000) $280 Shares 25,401 Est. Cost $8.26 Unrealized -0.5%
Flir Systems Inc 0.0%
Value ($000) $278 Shares 7,136 Est. Cost $38.96 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $276 Shares 2,388 Est. Cost $94.30 Unrealized
GAP Gap Inc 0.0%
Value ($000) $264 Shares 8,933 Est. Cost $17.48 Unrealized +5.0%
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $258 Shares 2,338 Est. Cost $107.97 Unrealized
PFG Principal Financial Group Inc. 0.0%
Value ($000) $258 Shares 4,014 Est. Cost $40.30 Unrealized +15.7%
VTV Vanguard Value ETF 0.0%
Value ($000) $248 Shares 2,482 Est. Cost $83.94 Unrealized
Viacom Inc. 0.0%
Value ($000) $245 Shares 8,797 Est. Cost $55.75 Unrealized
VSH Vishay Intertechnology Inc. 0.0%
Value ($000) $244 Shares 12,984 Est. Cost $14.93 Unrealized 0.0%
Express Scripts Inc. 0.0%
Value ($000) $238 Shares 3,765 Est. Cost $65.96 Unrealized
Barnes Group Inc 0.0%
Value ($000) $232 Shares 3,291 Est. Cost $47.52 Unrealized
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $231 Shares 6,165 Est. Cost $32.78 Unrealized
MUB iShares Natl Amt-Free Muni Bond ETF 0.0%
Value ($000) $225 Shares 2,029 Est. Cost $108.42 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $225 Shares 2,676 Est. Cost $59.24 Unrealized +2.7%
GM General Motors Company 0.0%
Value ($000) $220 Shares 5,452 Est. Cost $27.95 Unrealized +13.0%
KO Coca Cola Company 0.0%
Value ($000) $213 Shares 4,742 Est. Cost $28.32 Unrealized +23.4%
Healthsouth Corp 0.0%
Value ($000) $213 Shares 4,591 Est. Cost $46.40 Unrealized
Sanderson Farms, Inc. 0.0%
Value ($000) $213 Shares 1,316 Est. Cost $161.85 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $211 Shares 4,505 Est. Cost $45.04 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $208 Shares 2,985 Est. Cost $61.52 Unrealized -15.7%
OGE OGE Energy Corp 0.0%
Value ($000) $208 Shares 5,770 Est. Cost $34.98 Unrealized +2.0%
UPS United Parcel Service, Inc. 0.0%
Value ($000) $200 Shares 1,667 Est. Cost $68.36 Unrealized +21.2%
INFY Infosys Limited 0.0%
Value ($000) $166 Shares 11,407 Est. Cost $14.55 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $147 Shares 10,504 Est. Cost $6.54 Unrealized +39.0%
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $134 Shares 16,930 Est. Cost $9.02 Unrealized