FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $613,765 (100.0% shares, 0.0% debt)

Holdings (220)

FNDF Schwab Fundamental Intl Lg Co ETF 3.8%
Value ($000) $23,482 Shares 783,263 Est. Cost $30.27 Unrealized
EFAV iShares MSCI EAFE Min Volatility ETF 3.6%
Value ($000) $22,072 Shares 299,524 Est. Cost $61.49 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 3.1%
Value ($000) $19,149 Shares 662,841 Est. Cost $28.88 Unrealized
MSFT Microsoft Corp 2.6%
Value ($000) $15,939 Shares 174,632 Est. Cost $31.86 Unrealized +164.6%
AAPL Apple Computer Inc 2.6%
Value ($000) $15,920 Shares 94,889 Est. Cost $28.31 Unrealized +42.8%
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.4%
Value ($000) $14,657 Shares 469,940 Est. Cost $22.43 Unrealized
WMT Wal-Mart Stores Inc 2.2%
Value ($000) $13,522 Shares 151,986 Est. Cost $20.21 Unrealized +40.2%
iShares Gold Trust ETF 2.0%
Value ($000) $12,389 Shares 973,236 Est. Cost $11.71 Unrealized
Total S.A. ADS 1.8%
Value ($000) $11,126 Shares 192,858 Est. Cost $48.27 Unrealized
VBR Vanguard Small Cap Value ETF 1.8%
Value ($000) $11,099 Shares 85,759 Est. Cost $112.66 Unrealized
TRV Travelers Companies Inc 1.8%
Value ($000) $10,841 Shares 78,070 Est. Cost $67.25 Unrealized +74.9%
TD Toronto-Dominion Bank 1.7%
Value ($000) $10,572 Shares 185,971 Est. Cost $43.11 Unrealized +35.8%
JPM J P Morgan Chase & Co. 1.7%
Value ($000) $10,178 Shares 92,552 Est. Cost $41.25 Unrealized +121.6%
SCHP Schwab US TIPS ETF 1.6%
Value ($000) $9,977 Shares 181,800 Est. Cost $54.62 Unrealized
SCHH Schwab U.S. REIT ETF 1.6%
Value ($000) $9,611 Shares 251,267 Est. Cost $41.34 Unrealized
PFE Pfizer Incorporated 1.5%
Value ($000) $9,460 Shares 266,566 Est. Cost $18.10 Unrealized +33.9%
CSCO Cisco Systems Inc 1.5%
Value ($000) $9,388 Shares 218,890 Est. Cost $18.83 Unrealized +77.7%
VZ Verizon Communications 1.5%
Value ($000) $9,277 Shares 194,004 Est. Cost $27.47 Unrealized +20.2%
United Technologies Corp 1.4%
Value ($000) $8,537 Shares 67,847 Est. Cost $94.50 Unrealized
ORCL Oracle Corporation 1.3%
Value ($000) $8,031 Shares 175,545 Est. Cost $30.05 Unrealized +47.3%
AMGN Amgen Incorporated 1.3%
Value ($000) $8,026 Shares 47,078 Est. Cost $90.20 Unrealized +60.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $7,449 Shares 58,130 Est. Cost $75.01 Unrealized +44.5%
PowerShares Emerging Mkts Sovereign Debt ETF 1.2%
Value ($000) $7,414 Shares 263,007 Est. Cost $28.16 Unrealized
BDX Becton Dickinson & Co 1.2%
Value ($000) $7,227 Shares 33,349 Est. Cost $86.56 Unrealized +124.8%
FNDC Schwab Fundamental Intl Sm Co ETF 1.2%
Value ($000) $7,213 Shares 201,390 Est. Cost $35.85 Unrealized
INTC Intel Corp 1.1%
Value ($000) $6,653 Shares 127,752 Est. Cost $23.51 Unrealized +70.4%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 1.0%
Value ($000) $6,163 Shares 97,864 Est. Cost $63.89 Unrealized
LYB LyondellBasell Industrials NV 1.0%
Value ($000) $6,059 Shares 57,336 Est. Cost $49.51 Unrealized +39.3%
VNQ Vanguard Reit Index ETF 1.0%
Value ($000) $6,033 Shares 79,943 Est. Cost $78.09 Unrealized
WFC Wells Fargo & Company 1.0%
Value ($000) $5,909 Shares 112,746 Est. Cost $30.03 Unrealized +58.9%
VLO Valero Energy Corp New 1.0%
Value ($000) $5,885 Shares 63,439 Est. Cost $43.00 Unrealized +58.5%
TXN Texas Instruments Inc 1.0%
Value ($000) $5,874 Shares 56,542 Est. Cost $35.45 Unrealized +145.0%
ACN Accenture Ltd Cl A 0.9%
Value ($000) $5,785 Shares 37,689 Est. Cost $91.82 Unrealized +53.3%
LEA Lear Corp 0.9%
Value ($000) $5,730 Shares 30,792 Est. Cost $130.46 Unrealized +23.1%
HAS Hasbro Inc 0.9%
Value ($000) $5,494 Shares 65,177 Est. Cost $35.26 Unrealized +98.5%
CVX Chevron Corp 0.9%
Value ($000) $5,494 Shares 48,172 Est. Cost $70.78 Unrealized +20.1%
CB Chubb Ltd 0.9%
Value ($000) $5,312 Shares 38,840 Est. Cost $99.98 Unrealized +26.2%
MBB iShares MBS Bond ETF 0.9%
Value ($000) $5,292 Shares 50,571 Est. Cost $107.22 Unrealized
PowerShares FTSE RAFI Emerging Markets ETF 0.8%
Value ($000) $4,639 Shares 197,336 Est. Cost $14.35 Unrealized
HON Honeywell International 0.8%
Value ($000) $4,610 Shares 31,898 Est. Cost $69.48 Unrealized +69.1%
PG Procter & Gamble 0.7%
Value ($000) $4,579 Shares 57,759 Est. Cost $58.64 Unrealized +15.7%
MCK McKesson HBOC Inc 0.7%
Value ($000) $4,573 Shares 32,460 Est. Cost $116.93 Unrealized +25.2%
XOM Exxon Mobil Corporation 0.7%
Value ($000) $4,508 Shares 60,415 Est. Cost $54.57 Unrealized +2.1%
AMT American Tower Corporation 0.7%
Value ($000) $4,431 Shares 30,487 Est. Cost $115.55 Unrealized -0.7%
UGI UGI Corporation New 0.7%
Value ($000) $4,305 Shares 96,925 Est. Cost $30.14 Unrealized +48.8%
MMM 3M Company 0.7%
Value ($000) $4,235 Shares 19,293 Est. Cost $62.09 Unrealized +141.9%
UNP Union Pacific 0.7%
Value ($000) $4,180 Shares 31,097 Est. Cost $80.26 Unrealized +40.9%
PEP PepsiCo Incorporated 0.6%
Value ($000) $3,907 Shares 35,796 Est. Cost $61.69 Unrealized +44.7%
ABBV AbbVie Inc. 0.6%
Value ($000) $3,872 Shares 40,913 Est. Cost $32.92 Unrealized +138.6%
Discover Financial Services 0.6%
Value ($000) $3,805 Shares 52,905 Est. Cost $56.22 Unrealized
USB US Bancorp 0.6%
Value ($000) $3,748 Shares 74,225 Est. Cost $24.41 Unrealized +63.6%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.6%
Value ($000) $3,555 Shares 69,955 Est. Cost $51.14 Unrealized
LRGF iShares Edge MSCI Multifactor USA ETF 0.6%
Value ($000) $3,474 Shares 110,298 Est. Cost $31.69 Unrealized
LOW Lowes Companies Inc 0.5%
Value ($000) $3,309 Shares 37,711 Est. Cost $64.50 Unrealized +27.0%
TMO Thermo Fisher Scientific Inc. 0.5%
Value ($000) $3,208 Shares 15,538 Est. Cost $90.97 Unrealized +125.9%
Wyndham Worldwide Corporation 0.5%
Value ($000) $3,086 Shares 26,966 Est. Cost $91.52 Unrealized
ETR Entergy Corp New 0.5%
Value ($000) $2,998 Shares 38,052 Est. Cost $27.22 Unrealized +6.0%
IRM Iron Mountain Incorporated 0.5%
Value ($000) $2,953 Shares 89,873 Est. Cost $23.71 Unrealized -8.2%
LAND Gladstone Land Corporation 0.5%
Value ($000) $2,936 Shares 243,080 Est. Cost $11.21 Unrealized
Global X MLP & Energy Infrastructure ETF 0.5%
Value ($000) $2,927 Shares 248,685 Est. Cost $11.61 Unrealized
MCD McDonald's Corp. 0.5%
Value ($000) $2,889 Shares 18,476 Est. Cost $71.71 Unrealized +90.6%
KSS Kohls Corp 0.5%
Value ($000) $2,871 Shares 43,819 Est. Cost $46.83 Unrealized +35.5%
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $2,854 Shares 13,335 Est. Cost $114.73 Unrealized +75.3%
CMI Cummins Inc 0.5%
Value ($000) $2,844 Shares 17,544 Est. Cost $132.10 Unrealized +5.8%
PCH Potlatch Corporation 0.5%
Value ($000) $2,831 Shares 54,386 Est. Cost $50.52 Unrealized
BND Vanguard Total Bond Market ETF 0.5%
Value ($000) $2,807 Shares 35,119 Est. Cost $81.52 Unrealized
KR Kroger Company 0.5%
Value ($000) $2,803 Shares 117,065 Est. Cost $22.00 Unrealized +4.4%
EG Everest Re Group Ltd 0.5%
Value ($000) $2,800 Shares 10,903 Est. Cost $122.02 Unrealized +67.1%
THG The Hanover Insurance Group Inc. 0.4%
Value ($000) $2,702 Shares 22,919 Est. Cost $53.62 Unrealized +65.0%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.4%
Value ($000) $2,648 Shares 50,159 Est. Cost $53.25 Unrealized
GIS General Mills Inc 0.4%
Value ($000) $2,623 Shares 58,219 Est. Cost $38.71 Unrealized +5.9%
TIP iShares TIPS Bond ETF 0.4%
Value ($000) $2,531 Shares 22,391 Est. Cost $112.28 Unrealized
TGT Target Corporation 0.4%
Value ($000) $2,529 Shares 36,432 Est. Cost $56.46 Unrealized +3.5%
BRX Brixmor Property Group Inc. 0.4%
Value ($000) $2,524 Shares 165,518 Est. Cost $21.83 Unrealized
CCL Carnival Corp 0.4%
Value ($000) $2,512 Shares 38,303 Est. Cost $47.86 Unrealized +31.1%
Time Warner Inc. 0.4%
Value ($000) $2,449 Shares 25,890 Est. Cost $81.96 Unrealized
CBT Cabot Corporation 0.4%
Value ($000) $2,382 Shares 42,748 Est. Cost $43.69 Unrealized +18.8%
SWK Stanley Black & Decker, Inc. 0.4%
Value ($000) $2,292 Shares 14,963 Est. Cost $77.65 Unrealized +67.7%
FAF First American Financial Corp 0.4%
Value ($000) $2,278 Shares 38,815 Est. Cost $36.68 Unrealized +22.7%
CVS C V S Caremark Corp. 0.4%
Value ($000) $2,276 Shares 36,592 Est. Cost $59.75 Unrealized -6.5%
CPT Camden Property Trust 0.4%
Value ($000) $2,216 Shares 26,330 Est. Cost $66.93 Unrealized -4.7%
CLDT Chatham Lodging Trust 0.4%
Value ($000) $2,161 Shares 112,828 Est. Cost $26.11 Unrealized
T A T & T Inc. 0.4%
Value ($000) $2,158 Shares 60,527 Est. Cost $12.96 Unrealized +22.0%
IBM Intl Business Machines 0.4%
Value ($000) $2,151 Shares 14,016 Est. Cost $116.41 Unrealized -7.8%
DLX Deluxe Corp 0.3%
Value ($000) $2,134 Shares 28,831 Est. Cost $48.23 Unrealized +6.4%
TM Toyota Motor Corporation 0.3%
Value ($000) $2,128 Shares 16,323 Est. Cost $121.25 Unrealized
NOC Northrop Grumman Corp 0.3%
Value ($000) $2,108 Shares 6,039 Est. Cost $71.05 Unrealized +314.2%
PNC PNC Financial Services 0.3%
Value ($000) $2,075 Shares 13,723 Est. Cost $72.88 Unrealized +62.2%
TSN Tyson Foods Inc 0.3%
Value ($000) $2,035 Shares 27,810 Est. Cost $54.85 Unrealized +12.2%
NEM Newmont Mining Corp 0.3%
Value ($000) $2,024 Shares 51,807 Est. Cost $21.49 Unrealized +42.6%
PRU Prudential Financial Inc 0.3%
Value ($000) $1,942 Shares 18,752 Est. Cost $51.94 Unrealized +48.5%
TJX TJX Cos Inc 0.3%
Value ($000) $1,917 Shares 23,503 Est. Cost $20.98 Unrealized +69.1%
Bunge Ltd. 0.3%
Value ($000) $1,895 Shares 25,624 Est. Cost $78.29 Unrealized
ADM Archer-Daniels-Midland Co. 0.3%
Value ($000) $1,828 Shares 42,153 Est. Cost $32.63 Unrealized +2.2%
KMB Kimberly-Clark Corp 0.3%
Value ($000) $1,730 Shares 15,706 Est. Cost $63.74 Unrealized +35.2%
EXC Exelon Corporation 0.3%
Value ($000) $1,675 Shares 42,933 Est. Cost $16.67 Unrealized +23.1%
Aetna Inc 0.3%
Value ($000) $1,651 Shares 9,770 Est. Cost $93.20 Unrealized
FDX FedEx Corp. 0.3%
Value ($000) $1,629 Shares 6,784 Est. Cost $141.75 Unrealized +55.6%
Hill-Rom Holdings, Inc. 0.2%
Value ($000) $1,424 Shares 16,366 Est. Cost $78.28 Unrealized
ZD j2 Global, Inc. 0.2%
Value ($000) $1,417 Shares 17,950 Est. Cost $71.96 Unrealized -6.0%
IP International Paper Co 0.2%
Value ($000) $1,372 Shares 25,680 Est. Cost $27.31 Unrealized +43.6%
OMC Omnicom Group Inc 0.2%
Value ($000) $1,360 Shares 18,717 Est. Cost $50.52 Unrealized +11.8%
SJM J M Smuckers Co 0.2%
Value ($000) $1,359 Shares 10,960 Est. Cost $105.66 Unrealized -8.1%
SNX SYNNEX Corp. 0.2%
Value ($000) $1,334 Shares 11,268 Est. Cost $56.17 Unrealized +0.7%
CNP CenterPoint Energy, Inc. 0.2%
Value ($000) $1,314 Shares 47,953 Est. Cost $18.19 Unrealized +18.0%
GDX VanEck Vectors Gold Miners ETF 0.2%
Value ($000) $1,281 Shares 58,272 Est. Cost $21.18 Unrealized
Vectren Corporation 0.2%
Value ($000) $1,280 Shares 20,021 Est. Cost $38.67 Unrealized
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.2%
Value ($000) $1,202 Shares 35,843 Est. Cost $34.07 Unrealized
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $1,189 Shares 16,258 Est. Cost $36.80 Unrealized +46.1%
PDM Piedmont Office Realty Trust, Inc. 0.2%
Value ($000) $1,181 Shares 67,156 Est. Cost $17.59 Unrealized
EGP EastGroup Properties Inc. 0.2%
Value ($000) $1,161 Shares 14,049 Est. Cost $59.73 Unrealized
DAL Delta Air Lines 0.2%
Value ($000) $1,160 Shares 21,158 Est. Cost $45.53 Unrealized +11.4%
UNM Unum Group 0.2%
Value ($000) $1,139 Shares 23,921 Est. Cost $51.20 Unrealized +2.0%
DoubleLine Income Solutions Fund 0.2%
Value ($000) $1,124 Shares 55,967 Est. Cost $19.20 Unrealized
F Ford Motor Company 0.2%
Value ($000) $1,111 Shares 100,312 Est. Cost $8.00 Unrealized -6.4%
CMS CMS Energy Corp 0.2%
Value ($000) $1,108 Shares 24,473 Est. Cost $19.06 Unrealized +82.3%
BB&T Corporation 0.2%
Value ($000) $1,093 Shares 21,007 Est. Cost $48.89 Unrealized
HRB Block H & R Incorporated 0.2%
Value ($000) $1,065 Shares 41,931 Est. Cost $19.78 Unrealized -2.2%
FITB Fifth Third Bancorp 0.2%
Value ($000) $1,053 Shares 33,169 Est. Cost $19.75 Unrealized +22.5%
PSX Phillips 66 0.2%
Value ($000) $1,044 Shares 10,888 Est. Cost $40.44 Unrealized +76.7%
OC Owens Corning Inc. 0.2%
Value ($000) $1,024 Shares 12,736 Est. Cost $84.58 Unrealized +3.0%
MINT Pimco Enhanced Short Maturity Active ETF 0.2%
Value ($000) $1,022 Shares 10,067 Est. Cost $101.50 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $982 Shares 4,444 Est. Cost $89.02 Unrealized +104.4%
EIX Edison International 0.2%
Value ($000) $967 Shares 15,183 Est. Cost $52.50 Unrealized -16.6%
ROST Ross Stores, Inc 0.2%
Value ($000) $949 Shares 12,165 Est. Cost $41.99 Unrealized +74.6%
DIS Disney Walt Hldg Co 0.2%
Value ($000) $946 Shares 9,416 Est. Cost $60.70 Unrealized +66.3%
PPG PPG Industries Inc 0.2%
Value ($000) $943 Shares 8,451 Est. Cost $75.04 Unrealized +32.6%
Cerner Corp 0.1%
Value ($000) $914 Shares 15,763 Est. Cost $74.75 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $899 Shares 26,662 Est. Cost $27.56 Unrealized
DOX Amdocs Limited Common Stock 0.1%
Value ($000) $895 Shares 13,411 Est. Cost $55.25 Unrealized +3.8%
GLW Corning Inc 0.1%
Value ($000) $850 Shares 30,503 Est. Cost $23.02 Unrealized +7.8%
ETN Eaton Corporation plc 0.1%
Value ($000) $841 Shares 10,524 Est. Cost $65.00 Unrealized +8.1%
C Citigroup Inc 0.1%
Value ($000) $833 Shares 12,339 Est. Cost $55.21 Unrealized +4.4%
OKE ONEOK Inc 0.1%
Value ($000) $812 Shares 14,273 Est. Cost $32.12 Unrealized +9.0%
ITW Illinois Tool Works 0.1%
Value ($000) $808 Shares 5,159 Est. Cost $62.03 Unrealized +120.6%
RRX Regal Beloit Corporation 0.1%
Value ($000) $807 Shares 10,999 Est. Cost $79.66 Unrealized -5.6%
MLKN Herman Miller, Inc. 0.1%
Value ($000) $792 Shares 24,776 Est. Cost $29.02 Unrealized +6.6%
ELV Anthem, Inc. 0.1%
Value ($000) $788 Shares 3,585 Est. Cost $183.31 Unrealized +15.5%
EHC Encompass Health Corp 0.1%
Value ($000) $774 Shares 13,537 Est. Cost $38.63 Unrealized 0.0%
GBX The Greenbrier Companies, Inc. 0.1%
Value ($000) $719 Shares 14,302 Est. Cost $40.08 Unrealized 0.0%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $700 Shares 9,425 Est. Cost $58.21 Unrealized +4.5%
HD Home Depot Inc 0.1%
Value ($000) $684 Shares 3,837 Est. Cost $81.60 Unrealized +89.6%
EAT Brinker Intl Inc 0.1%
Value ($000) $673 Shares 18,656 Est. Cost $34.34 Unrealized -2.3%
DGX Quest Diagnostic Inc 0.1%
Value ($000) $646 Shares 6,441 Est. Cost $88.39 Unrealized -1.0%
Sanderson Farms, Inc. 0.1%
Value ($000) $645 Shares 5,419 Est. Cost $131.80 Unrealized
CNI Canadian Natl RR Co. 0.1%
Value ($000) $616 Shares 8,428 Est. Cost $58.61 Unrealized +13.8%
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $609 Shares 32,730 Est. Cost $16.76 Unrealized +2.1%
AMAT Applied Materials Inc 0.1%
Value ($000) $601 Shares 10,815 Est. Cost $50.88 Unrealized 0.0%
BA The Boeing Company 0.1%
Value ($000) $581 Shares 1,772 Est. Cost $167.01 Unrealized +93.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $558 Shares 7,403 Est. Cost $72.19 Unrealized -18.4%
HollyFrontier Corporation 0.1%
Value ($000) $551 Shares 11,285 Est. Cost $49.94 Unrealized
BBY Best Buy Inc 0.1%
Value ($000) $545 Shares 7,793 Est. Cost $36.44 Unrealized +47.2%
DST Systems Inc. 0.1%
Value ($000) $531 Shares 6,352 Est. Cost $61.66 Unrealized
CDP Corp Office Pptys Sbi 0.1%
Value ($000) $526 Shares 20,360 Est. Cost $25.83 Unrealized
LW Lamb Weston Holdings, Inc. 0.1%
Value ($000) $499 Shares 8,570 Est. Cost $29.75 Unrealized +69.3%
AFG American Financial Gp New 0.1%
Value ($000) $498 Shares 4,442 Est. Cost $35.35 Unrealized +63.3%
COR Amerisource Bergen 0.1%
Value ($000) $495 Shares 5,745 Est. Cost $50.14 Unrealized +47.4%
MRK Merck & Co Inc 0.1%
Value ($000) $492 Shares 9,038 Est. Cost $37.52 Unrealized +12.6%
LAD Lithia Motors Inc. 0.1%
Value ($000) $491 Shares 4,888 Est. Cost $116.29 Unrealized -2.7%
RGA Reinsurance Group of America 0.1%
Value ($000) $457 Shares 2,966 Est. Cost $154.59 Unrealized +1.7%
PowerShares S&P Intl Dev Low Vol ETF 0.1%
Value ($000) $452 Shares 13,625 Est. Cost $28.45 Unrealized
BP BP PLC Adr 0.1%
Value ($000) $451 Shares 11,113 Est. Cost $36.01 Unrealized
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $436 Shares 6,658 Est. Cost $72.58 Unrealized
AEP American Electric Power Co., Inc 0.1%
Value ($000) $434 Shares 6,322 Est. Cost $30.64 Unrealized +66.4%
Torchmark Corporation 0.1%
Value ($000) $431 Shares 5,125 Est. Cost $69.02 Unrealized
Life Storage Inc. 0.1%
Value ($000) $423 Shares 5,066 Est. Cost $87.39 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.1%
Value ($000) $420 Shares 8,568 Est. Cost $47.77 Unrealized
ACH Owens & Minor Inc 0.1%
Value ($000) $408 Shares 26,245 Est. Cost $26.46 Unrealized -36.5%
COF Capital One Financial Corp 0.1%
Value ($000) $403 Shares 4,201 Est. Cost $71.35 Unrealized +21.8%
INFY Infosys Limited 0.1%
Value ($000) $402 Shares 22,538 Est. Cost $15.94 Unrealized
ORI Old Republic International Corporation 0.1%
Value ($000) $398 Shares 18,538 Est. Cost $11.30 Unrealized 0.0%
DG Dollar General Corporation 0.1%
Value ($000) $380 Shares 4,065 Est. Cost $63.79 Unrealized +36.0%
VFC V F Corporation 0.1%
Value ($000) $365 Shares 4,922 Est. Cost $51.52 Unrealized +40.3%
ALL Allstate Corporation 0.1%
Value ($000) $350 Shares 3,688 Est. Cost $81.73 Unrealized -1.2%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $349 Shares 1,751 Est. Cost $146.97 Unrealized +39.7%
Foot Locker Inc 0.1%
Value ($000) $348 Shares 7,648 Est. Cost $57.42 Unrealized
FLO Flowers Foods Inc 0.1%
Value ($000) $341 Shares 15,621 Est. Cost $12.74 Unrealized +15.8%
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $338 Shares 6,400 Est. Cost $41.59 Unrealized
BXMT Blackstone Mortgage Trust, Inc 0.1%
Value ($000) $336 Shares 10,686 Est. Cost $27.48 Unrealized
Raytheon Company New 0.1%
Value ($000) $331 Shares 1,534 Est. Cost $166.54 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $330 Shares 6,462 Est. Cost $52.60 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.1%
Value ($000) $322 Shares 8,643 Est. Cost $37.65 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $316 Shares 2,786 Est. Cost $79.42 Unrealized +24.2%
VCSH Vanguard Short-Term Corp Bd Idx ETF 0.1%
Value ($000) $312 Shares 3,975 Est. Cost $78.49 Unrealized
XHR Xenia Hotels & Resorts, Inc. 0.0%
Value ($000) $303 Shares 15,390 Est. Cost $19.69 Unrealized
CAG ConAgra Brands, Inc. 0.0%
Value ($000) $303 Shares 8,218 Est. Cost $21.51 Unrealized +26.6%
BR Broadridge Financial Solutions 0.0%
Value ($000) $301 Shares 2,744 Est. Cost $86.94 Unrealized 0.0%
Flir Systems Inc 0.0%
Value ($000) $299 Shares 5,980 Est. Cost $38.96 Unrealized
GPI Group 1 Automotive, Inc. 0.0%
Value ($000) $293 Shares 4,477 Est. Cost $74.03 Unrealized 0.0%
RCL Royal Caribbean Cruises Ltd. 0.0%
Value ($000) $292 Shares 2,483 Est. Cost $117.41 Unrealized 0.0%
ADNT Adient Plc 0.0%
Value ($000) $284 Shares 4,747 Est. Cost $53.31 Unrealized +23.8%
Crane Company 0.0%
Value ($000) $280 Shares 3,018 Est. Cost $79.41 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $277 Shares 2,351 Est. Cost $88.69 Unrealized +26.2%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $274 Shares 2,257 Est. Cost $94.30 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $274 Shares 7,531 Est. Cost $37.36 Unrealized
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $272 Shares 5,423 Est. Cost $28.46 Unrealized +32.0%
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $267 Shares 2,493 Est. Cost $107.89 Unrealized
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $266 Shares 6,084 Est. Cost $32.78 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $264 Shares 2,101 Est. Cost $117.57 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $263 Shares 1,608 Est. Cost $24.88 Unrealized +27.4%
VTV Vanguard Value ETF 0.0%
Value ($000) $259 Shares 2,512 Est. Cost $83.94 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $257 Shares 4,293 Est. Cost $29.84 Unrealized +76.2%
COP ConocoPhillips 0.0%
Value ($000) $256 Shares 4,320 Est. Cost $43.76 Unrealized 0.0%
VanEck Vectors High-Yield Muni ETF 0.0%
Value ($000) $256 Shares 8,262 Est. Cost $32.25 Unrealized
CNK Cinemark Holdings, Inc. 0.0%
Value ($000) $246 Shares 6,533 Est. Cost $34.54 Unrealized -0.1%
Express Scripts Inc. 0.0%
Value ($000) $245 Shares 3,552 Est. Cost $66.22 Unrealized
General Electric 0.0%
Value ($000) $243 Shares 18,016 Est. Cost $25.10 Unrealized
PFG Principal Financial Group Inc. 0.0%
Value ($000) $242 Shares 3,974 Est. Cost $40.30 Unrealized +20.1%
GAP Gap Inc 0.0%
Value ($000) $241 Shares 7,740 Est. Cost $17.48 Unrealized +41.9%
CA Technologies 0.0%
Value ($000) $238 Shares 7,025 Est. Cost $33.88 Unrealized
BIGGQ Big Lots Inc. 0.0%
Value ($000) $236 Shares 5,422 Est. Cost $32.66 Unrealized +34.9%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $233 Shares 15,398 Est. Cost $7.93 Unrealized +38.9%
CBS Corporation Cl B New 0.0%
Value ($000) $223 Shares 4,337 Est. Cost $60.39 Unrealized
AES AES Corporation 0.0%
Value ($000) $220 Shares 19,325 Est. Cost $8.26 Unrealized -0.9%
MET Metlife Inc 0.0%
Value ($000) $209 Shares 4,558 Est. Cost $30.78 Unrealized +20.3%
MUB iShares Natl Amt-Free Muni Bond ETF 0.0%
Value ($000) $204 Shares 1,870 Est. Cost $108.42 Unrealized
SCHX Schwab US LC ETF 0.0%
Value ($000) $203 Shares 3,217 Est. Cost $49.60 Unrealized
Convergys Corp 0.0%
Value ($000) $201 Shares 8,871 Est. Cost $28.01 Unrealized
Annaly Capital Management 0.0%
Value ($000) $130 Shares 12,422 Est. Cost $10.62 Unrealized
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $122 Shares 16,655 Est. Cost $9.02 Unrealized