Ballentine Partners, LLC Diversified Active

CIK: 0001374889 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 19, 2018

Total Value ($000): $1,802,957 (100.0% shares, 0.0% debt)

Holdings (351)

VTI VANGUARD INDEX FDS 26.1%
Value ($000) $471,456 Shares 3,357,234 Est. Cost $129.81 Unrealized
IVV ISHARES TR 6.2%
Value ($000) $111,781 Shares 409,377 Est. Cost $180.86 Unrealized
IEFA ISHARES TR 5.7%
Value ($000) $102,554 Shares 1,618,335 Est. Cost $56.27 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 5.4%
Value ($000) $96,789 Shares 2,256,160 Est. Cost $36.32 Unrealized
IEMG ISHARES INC 5.2%
Value ($000) $94,007 Shares 1,790,261 Est. Cost $47.41 Unrealized
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $68,954 Shares 254,180 Est. Cost $172.76 Unrealized
VV VANGUARD INDEX FDS 2.9%
Value ($000) $52,194 Shares 418,352 Est. Cost $74.83 Unrealized
IJH ISHARES TR 2.7%
Value ($000) $49,262 Shares 252,909 Est. Cost $120.70 Unrealized
IWB ISHARES TR 2.6%
Value ($000) $46,005 Shares 302,703 Est. Cost $89.93 Unrealized
EFA ISHARES TR 2.5%
Value ($000) $44,642 Shares 666,590 Est. Cost $57.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $41,254 Shares 977,579 Est. Cost $36.74 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $31,942 Shares 382,726 Est. Cost $80.63 Unrealized
FORR FORRESTER RESH INC 1.7%
Value ($000) $31,465 Shares 750,037 Est. Cost $40.52 Unrealized +4.4%
UBS AG JERSEY BRH 1.5%
Value ($000) $27,705 Shares 1,208,792 Est. Cost $25.93 Unrealized
VIG VANGUARD GROUP 1.5%
Value ($000) $27,400 Shares 269,636 Est. Cost $66.64 Unrealized
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $25,522 Shares 313,350 Est. Cost $83.68 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $23,755 Shares 423,214 Est. Cost $48.33 Unrealized
BJRI BJS RESTAURANTS INC 1.3%
Value ($000) $23,741 Shares 395,686 Est. Cost $38.93 Unrealized +35.1%
VNQI VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $19,231 Shares 331,118 Est. Cost $57.90 Unrealized
IWV ISHARES TR 1.1%
Value ($000) $18,957 Shares 116,809 Est. Cost $104.78 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $16,141 Shares 230,645 Est. Cost $55.96 Unrealized
ICF ISHARES TR 0.7%
Value ($000) $12,593 Shares 126,091 Est. Cost $101.38 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value ($000) $11,959 Shares 75,865 Est. Cost $99.46 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $10,756 Shares 171,439 Est. Cost $49.66 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $10,695 Shares 246,826 Est. Cost $35.08 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $10,592 Shares 57,219 Est. Cost $26.10 Unrealized +63.8%
VB VANGUARD INDEX FDS 0.6%
Value ($000) $10,004 Shares 64,261 Est. Cost $99.91 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $7,393 Shares 142,613 Est. Cost $45.04 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $7,159 Shares 146,560 Est. Cost $49.26 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $7,019 Shares 264,084 Est. Cost $29.30 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $6,996 Shares 42,721 Est. Cost $110.83 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $5,942 Shares 41,322 Est. Cost $92.14 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $5,527 Shares 88,398 Est. Cost $68.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $5,426 Shares 20,000 Est. Cost $172.76 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $5,210 Shares 52,824 Est. Cost $45.06 Unrealized +99.2%
ATHENAHEALTH INC 0.3%
Value ($000) $5,055 Shares 31,765 Est. Cost $134.08 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $4,902 Shares 43,434 Est. Cost $113.21 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $4,677 Shares 13,175 Est. Cost $220.55 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $4,541 Shares 2,671 Est. Cost $30.51 Unrealized +160.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $4,501 Shares 3,986 Est. Cost $43.19 Unrealized +25.0%
RWX SPDR INDEX SHS FDS 0.2%
Value ($000) $4,330 Shares 110,629 Est. Cost $38.90 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $3,930 Shares 114,517 Est. Cost $28.84 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $3,732 Shares 17,592 Est. Cost $147.28 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $3,680 Shares 22,537 Est. Cost $93.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,646 Shares 19,529 Est. Cost $121.33 Unrealized +60.7%
META FACEBOOK INC 0.2%
Value ($000) $3,534 Shares 18,187 Est. Cost $134.01 Unrealized +33.9%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,173 Shares 12,715 Est. Cost $225.24 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $3,024 Shares 25,670 Est. Cost $86.18 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,980 Shares 28,703 Est. Cost $69.56 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,931 Shares 28,122 Est. Cost $69.89 Unrealized +27.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,825 Shares 26,597 Est. Cost $71.47 Unrealized +17.2%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $2,824 Shares 102,067 Est. Cost $27.58 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,778 Shares 22,899 Est. Cost $84.36 Unrealized +19.4%
PEP PEPSICO INC 0.2%
Value ($000) $2,759 Shares 25,344 Est. Cost $77.71 Unrealized +5.2%
AGG ISHARES TR 0.1%
Value ($000) $2,643 Shares 24,860 Est. Cost $109.45 Unrealized
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $2,617 Shares 55,144 Est. Cost $39.53 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $2,538 Shares 90,032 Est. Cost $17.21 Unrealized +44.4%
V VISA INC 0.1%
Value ($000) $2,392 Shares 18,065 Est. Cost $85.08 Unrealized +43.5%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $2,372 Shares 29,293 Est. Cost $84.27 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $2,357 Shares 64,957 Est. Cost $20.33 Unrealized +19.6%
GOOG ALPHABET INC 0.1%
Value ($000) $2,300 Shares 2,062 Est. Cost $38.68 Unrealized +38.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,218 Shares 9,038 Est. Cost $152.85 Unrealized +38.8%
DSI ISHARES TR 0.1%
Value ($000) $2,115 Shares 20,951 Est. Cost $91.62 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $2,002 Shares 19,302 Est. Cost $105.39 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,894 Shares 9,709 Est. Cost $89.22 Unrealized +73.7%
FLOT ISHARES TR 0.1%
Value ($000) $1,871 Shares 36,690 Est. Cost $50.93 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,856 Shares 23,296 Est. Cost $47.49 Unrealized +34.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,848 Shares 22,342 Est. Cost $55.06 Unrealized +1.9%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $1,835 Shares 77,623 Est. Cost $25.67 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,806 Shares 41,969 Est. Cost $24.41 Unrealized +42.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $1,747 Shares 22,333 Est. Cost $52.63 Unrealized +37.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,692 Shares 6 Est. Cost $176831.55 Unrealized +65.6%
IWD ISHARES TR 0.1%
Value ($000) $1,680 Shares 13,845 Est. Cost $100.06 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,670 Shares 15,142 Est. Cost $34.99 Unrealized +149.5%
INTC INTEL CORP 0.1%
Value ($000) $1,649 Shares 33,185 Est. Cost $25.29 Unrealized +78.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,641 Shares 8,349 Est. Cost $114.89 Unrealized +56.9%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $1,636 Shares 94,867 Est. Cost $17.87 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $1,600 Shares 12,047 Est. Cost $71.53 Unrealized +62.1%
WILLIAMS PARTNERS L P NEW 0.1%
Value ($000) $1,567 Shares 38,605 Est. Cost $41.00 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $1,565 Shares 11,656 Est. Cost $125.69 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,547 Shares 11,451 Est. Cost $67.92 Unrealized +64.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,541 Shares 6,788 Est. Cost $172.36 Unrealized +25.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,526 Shares 22,088 Est. Cost $71.03 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,520 Shares 19,467 Est. Cost $68.73 Unrealized -10.1%
CRM SALESFORCE COM INC 0.1%
Value ($000) $1,477 Shares 10,826 Est. Cost $86.04 Unrealized +46.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,435 Shares 13,690 Est. Cost $85.90 Unrealized +13.1%
DOWDUPONT INC 0.1%
Value ($000) $1,372 Shares 20,807 Est. Cost $69.76 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,336 Shares 15,612 Est. Cost $21.44 Unrealized +17.8%
ISHARES GOLD TRUST 0.1%
Value ($000) $1,305 Shares 108,590 Est. Cost $12.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,275 Shares 9,122 Est. Cost $105.62 Unrealized -5.4%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,261 Shares 11,414 Est. Cost $70.71 Unrealized
NUTRI SYS INC NEW 0.1%
Value ($000) $1,209 Shares 31,399 Est. Cost $58.63 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,200 Shares 6,101 Est. Cost $111.68 Unrealized +16.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,196 Shares 7,309 Est. Cost $105.21 Unrealized +32.4%
BIIB BIOGEN INC 0.1%
Value ($000) $1,192 Shares 4,104 Est. Cost $292.30 Unrealized -3.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,190 Shares 8,870 Est. Cost $71.29 Unrealized +51.2%
VANECK VECTORS ETF TR 0.1%
Value ($000) $1,188 Shares 69,792 Est. Cost $19.05 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,187 Shares 27,066 Est. Cost $30.63 Unrealized +11.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,179 Shares 6,351 Est. Cost $160.38 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $1,154 Shares 14,575 Est. Cost $81.71 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,146 Shares 8,442 Est. Cost $93.68 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,139 Shares 9,012 Est. Cost $73.21 Unrealized +21.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,134 Shares 20,463 Est. Cost $34.81 Unrealized +24.5%
IVE ISHARES TR 0.1%
Value ($000) $1,124 Shares 10,205 Est. Cost $80.37 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,121 Shares 63,395 Est. Cost $12.04 Unrealized -12.1%
ANDEAVOR LOGISTICS LP 0.1%
Value ($000) $1,116 Shares 26,241 Est. Cost $49.14 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,104 Shares 14,130 Est. Cost $79.80 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1,099 Shares 7,755 Est. Cost $78.88 Unrealized +49.3%
MPLX MPLX LP 0.1%
Value ($000) $1,098 Shares 32,168 Est. Cost $34.30 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $1,094 Shares 12,006 Est. Cost $86.06 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $1,081 Shares 24,170 Est. Cost $42.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,079 Shares 21,435 Est. Cost $30.11 Unrealized +7.0%
ADBE ADOBE SYS INC 0.1%
Value ($000) $1,069 Shares 4,387 Est. Cost $136.78 Unrealized +72.9%
MRK MERCK & CO INC 0.1%
Value ($000) $1,048 Shares 17,277 Est. Cost $46.38 Unrealized -4.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,045 Shares 14,971 Est. Cost $30.31 Unrealized +31.2%
STIP ISHARES TR 0.1%
Value ($000) $1,029 Shares 10,327 Est. Cost $100.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,022 Shares 4,932 Est. Cost $129.69 Unrealized +60.4%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,016 Shares 8,542 Est. Cost $60.94 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,001 Shares 4,790 Est. Cost $151.03 Unrealized +17.7%
GASLOG LTD 0.1%
Value ($000) $994 Shares 52,029 Est. Cost $17.98 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $981 Shares 13,368 Est. Cost $67.47 Unrealized
TRGP TARGA RES CORP 0.1%
Value ($000) $972 Shares 19,655 Est. Cost $34.24 Unrealized +5.5%
TSLA TESLA INC 0.1%
Value ($000) $966 Shares 2,816 Est. Cost $21.37 Unrealized -4.9%
ORCL ORACLE CORP 0.1%
Value ($000) $960 Shares 21,764 Est. Cost $39.69 Unrealized +3.7%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $952 Shares 7,616 Est. Cost $109.44 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $951 Shares 24,728 Est. Cost $26.89 Unrealized +47.3%
DCP MIDSTREAM LP 0.1%
Value ($000) $937 Shares 23,679 Est. Cost $35.19 Unrealized
CSX CSX CORP 0.1%
Value ($000) $931 Shares 14,583 Est. Cost $14.76 Unrealized +26.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $928 Shares 6,695 Est. Cost $77.46 Unrealized +58.3%
BA BOEING CO 0.0%
Value ($000) $884 Shares 2,638 Est. Cost $123.15 Unrealized +168.3%
T AT&T INC 0.0%
Value ($000) $879 Shares 27,366 Est. Cost $15.88 Unrealized -8.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $864 Shares 5,514 Est. Cost $87.90 Unrealized +54.2%
ANTERO MIDSTREAM PARTNERS LP 0.0%
Value ($000) $863 Shares 29,245 Est. Cost $32.72 Unrealized
ENLINK MIDSTREAM PARTNERS LP 0.0%
Value ($000) $851 Shares 54,823 Est. Cost $16.18 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $847 Shares 16,922 Est. Cost $30.49 Unrealized +22.2%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $842 Shares 44,247 Est. Cost $20.15 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $836 Shares 4,426 Est. Cost $96.90 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $812 Shares 24,762 Est. Cost $31.71 Unrealized -15.3%
BLACKROCK INC 0.0%
Value ($000) $809 Shares 1,622 Est. Cost $408.91 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $806 Shares 59,207 Est. Cost $21.89 Unrealized
SHELL MIDSTREAM PARTNERS L P 0.0%
Value ($000) $806 Shares 36,353 Est. Cost $25.57 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $797 Shares 8,314 Est. Cost $57.83 Unrealized +41.7%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $796 Shares 10,700 Est. Cost $52.05 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $775 Shares 21,566 Est. Cost $30.58 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $759 Shares 13,118 Est. Cost $45.24 Unrealized +26.5%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $743 Shares 138,968 Est. Cost $5.59 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $734 Shares 5,776 Est. Cost $105.68 Unrealized +10.2%
SEMGROUP CORP 0.0%
Value ($000) $725 Shares 28,533 Est. Cost $26.91 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $719 Shares 7,755 Est. Cost $46.95 Unrealized +50.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $710 Shares 17,607 Est. Cost $40.82 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $706 Shares 10,551 Est. Cost $40.35 Unrealized +31.4%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $704 Shares 100,652 Est. Cost $7.53 Unrealized
USA TECHNOLOGIES INC 0.0%
Value ($000) $700 Shares 50,000 Est. Cost $5.70 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $697 Shares 12,944 Est. Cost $32.98 Unrealized +35.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $695 Shares 2,931 Est. Cost $3.10 Unrealized +94.1%
SYK STRYKER CORP 0.0%
Value ($000) $691 Shares 4,089 Est. Cost $76.95 Unrealized +101.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $673 Shares 13,765 Est. Cost $47.84 Unrealized +0.5%
DHR DANAHER CORP DEL 0.0%
Value ($000) $666 Shares 6,749 Est. Cost $62.41 Unrealized +37.8%
AMGN AMGEN INC 0.0%
Value ($000) $651 Shares 3,535 Est. Cost $89.65 Unrealized +56.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $646 Shares 4,310 Est. Cost $92.15 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $633 Shares 11,445 Est. Cost $34.57 Unrealized +17.5%
PPG PPG INDS INC 0.0%
Value ($000) $621 Shares 5,990 Est. Cost $91.91 Unrealized -0.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $606 Shares 16,578 Est. Cost $27.97 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $601 Shares 9,282 Est. Cost $28.08 Unrealized +49.8%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $598 Shares 11,706 Est. Cost $36.81 Unrealized +35.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $597 Shares 3,571 Est. Cost $27.56 Unrealized +21.2%
DE DEERE & CO 0.0%
Value ($000) $592 Shares 4,232 Est. Cost $101.49 Unrealized +29.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $571 Shares 6,253 Est. Cost $65.84 Unrealized +20.9%
ABT ABBOTT LABS 0.0%
Value ($000) $567 Shares 9,295 Est. Cost $33.66 Unrealized +57.9%
GOLDCORP INC NEW 0.0%
Value ($000) $565 Shares 41,157 Est. Cost $13.41 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $559 Shares 3,882 Est. Cost $92.89 Unrealized +22.3%
SAP SAP SE 0.0%
Value ($000) $556 Shares 4,805 Est. Cost $102.75 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $548 Shares 270 Est. Cost $1941.79 Unrealized +6.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $543 Shares 2,266 Est. Cost $157.91 Unrealized +25.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $541 Shares 6,846 Est. Cost $54.55 Unrealized +29.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $521 Shares 6,095 Est. Cost $64.70 Unrealized +10.7%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $520 Shares 6,735 Est. Cost $65.80 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $520 Shares 7,044 Est. Cost $55.55 Unrealized +10.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $520 Shares 5,310 Est. Cost $69.86 Unrealized +26.8%
NVS NOVARTIS A G 0.0%
Value ($000) $516 Shares 6,829 Est. Cost $77.89 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $514 Shares 7,926 Est. Cost $57.59 Unrealized -5.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $513 Shares 7,362 Est. Cost $36.60 Unrealized +41.5%
BUCKEYE PARTNERS L P 0.0%
Value ($000) $509 Shares 14,459 Est. Cost $64.35 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $509 Shares 3,888 Est. Cost $54.21 Unrealized +144.4%
KNOP KNOT OFFSHORE PARTNERS LP 0.0%
Value ($000) $509 Shares 22,968 Est. Cost $11.46 Unrealized +0.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $504 Shares 34,185 Est. Cost $9.40 Unrealized +12.9%
ROST ROSS STORES INC 0.0%
Value ($000) $497 Shares 5,853 Est. Cost $59.61 Unrealized +26.6%
TALLGRASS ENERGY GP LP 0.0%
Value ($000) $494 Shares 22,280 Est. Cost $25.75 Unrealized
AETNA INC NEW 0.0%
Value ($000) $492 Shares 2,680 Est. Cost $133.36 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $486 Shares 1,242 Est. Cost $15.66 Unrealized +117.6%
LOW LOWES COS INC 0.0%
Value ($000) $480 Shares 5,020 Est. Cost $65.99 Unrealized +19.2%
DFE WISDOMTREE TR 0.0%
Value ($000) $473 Shares 7,245 Est. Cost $66.41 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $471 Shares 2,432 Est. Cost $164.40 Unrealized +19.8%
STT STATE STR CORP 0.0%
Value ($000) $469 Shares 5,037 Est. Cost $62.42 Unrealized +24.7%
HUM HUMANA INC 0.0%
Value ($000) $469 Shares 1,573 Est. Cost $200.49 Unrealized +36.8%
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $464 Shares 5,583 Est. Cost $68.95 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $463 Shares 2,500 Est. Cost $26.10 Unrealized +63.8%
TGT TARGET CORP 0.0%
Value ($000) $459 Shares 6,026 Est. Cost $44.21 Unrealized +34.9%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $455 Shares 9,644 Est. Cost $48.94 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $445 Shares 3,310 Est. Cost $91.88 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $442 Shares 4,646 Est. Cost $33.54 Unrealized +17.9%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $440 Shares 14,357 Est. Cost $15.43 Unrealized +90.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $438 Shares 2,494 Est. Cost $112.26 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $435 Shares 3,867 Est. Cost $63.85 Unrealized +30.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $430 Shares 2,852 Est. Cost $99.37 Unrealized +26.1%
DR PEPPER SNAPPLE GROUP INC 0.0%
Value ($000) $428 Shares 3,513 Est. Cost $99.53 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $420 Shares 33,569 Est. Cost $12.63 Unrealized
SPECTRUM PHARMACEUTICALS INC 0.0%
Value ($000) $419 Shares 20,000 Est. Cost $9.04 Unrealized
IEUS ISHARES TR 0.0%
Value ($000) $419 Shares 7,454 Est. Cost $53.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $413 Shares 5,944 Est. Cost $49.65 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $412 Shares 6,399 Est. Cost $57.68 Unrealized -10.4%
BIDU BAIDU INC 0.0%
Value ($000) $411 Shares 1,691 Est. Cost $243.05 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $409 Shares 7,769 Est. Cost $28.52 Unrealized +32.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $400 Shares 5,640 Est. Cost $47.28 Unrealized +11.5%
SHIRE PLC 0.0%
Value ($000) $399 Shares 2,370 Est. Cost $149.57 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $394 Shares 4,618 Est. Cost $70.74 Unrealized +4.2%
ELV ANTHEM INC 0.0%
Value ($000) $393 Shares 1,647 Est. Cost $152.15 Unrealized +37.7%
ENZL ISHARES TR 0.0%
Value ($000) $392 Shares 8,100 Est. Cost $37.53 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $391 Shares 5,199 Est. Cost $71.74 Unrealized +6.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $389 Shares 3,184 Est. Cost $102.02 Unrealized +8.7%
MCK MCKESSON CORP 0.0%
Value ($000) $381 Shares 2,857 Est. Cost $137.76 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $377 Shares 2,320 Est. Cost $135.66 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $376 Shares 4,130 Est. Cost $49.01 Unrealized +37.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $373 Shares 4,615 Est. Cost $50.85 Unrealized +11.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $372 Shares 4,351 Est. Cost $67.05 Unrealized +2.2%
SONY SONY CORP 0.0%
Value ($000) $371 Shares 7,250 Est. Cost $41.03 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $368 Shares 2,007 Est. Cost $143.04 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $363 Shares 2,333 Est. Cost $80.07 Unrealized +69.3%
LAM RESEARCH CORP 0.0%
Value ($000) $362 Shares 2,093 Est. Cost $127.97 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $360 Shares 18,000 Est. Cost $20.17 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $359 Shares 6,315 Est. Cost $39.18 Unrealized -17.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $352 Shares 1,027 Est. Cost $182.62 Unrealized +63.3%
DEO DIAGEO P L C 0.0%
Value ($000) $349 Shares 2,419 Est. Cost $125.07 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $344 Shares 3,102 Est. Cost $49.53 Unrealized +66.7%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $343 Shares 6,146 Est. Cost $56.26 Unrealized
RAYTHEON CO 0.0%
Value ($000) $343 Shares 1,779 Est. Cost $153.75 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $342 Shares 3,736 Est. Cost $73.12 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $339 Shares 586 Est. Cost $548.97 Unrealized +3.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $339 Shares 4,067 Est. Cost $54.75 Unrealized +45.2%
AFL AFLAC INC 0.0%
Value ($000) $339 Shares 7,868 Est. Cost $32.96 Unrealized +13.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $338 Shares 5,039 Est. Cost $56.36 Unrealized -2.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $335 Shares 2,329 Est. Cost $103.33 Unrealized +10.2%
FTV FORTIVE CORP 0.0%
Value ($000) $330 Shares 4,285 Est. Cost $37.52 Unrealized +23.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $327 Shares 7,092 Est. Cost $44.07 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $325 Shares 4,752 Est. Cost $52.26 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $322 Shares 4,645 Est. Cost $61.90 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $319 Shares 5,111 Est. Cost $54.10 Unrealized 0.0%
SUNTRUST BKS INC 0.0%
Value ($000) $318 Shares 4,810 Est. Cost $58.61 Unrealized
FISV FISERV INC 0.0%
Value ($000) $318 Shares 4,287 Est. Cost $66.16 Unrealized +9.8%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $310 Shares 5,238 Est. Cost $29.63 Unrealized +63.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $310 Shares 1,408 Est. Cost $154.79 Unrealized +29.6%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $307 Shares 2,269 Est. Cost $101.59 Unrealized +24.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $303 Shares 979 Est. Cost $201.25 Unrealized +33.9%
HDB HDFC BANK LTD 0.0%
Value ($000) $301 Shares 2,868 Est. Cost $79.90 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $299 Shares 5,531 Est. Cost $45.99 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $298 Shares 1,016 Est. Cost $333.61 Unrealized -13.9%
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $297 Shares 5,976 Est. Cost $27.98 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $296 Shares 6,233 Est. Cost $24.07 Unrealized +72.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $296 Shares 5,163 Est. Cost $44.88 Unrealized +31.3%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $293 Shares 2,269 Est. Cost $129.97 Unrealized
CTRIP COM INTL LTD 0.0%
Value ($000) $286 Shares 6,015 Est. Cost $47.55 Unrealized
DISCOVERY INC 0.0%
Value ($000) $277 Shares 10,072 Est. Cost $22.88 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $276 Shares 3,785 Est. Cost $65.05 Unrealized +2.6%
WESTPAC BKG CORP 0.0%
Value ($000) $273 Shares 12,611 Est. Cost $24.75 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $270 Shares 2,762 Est. Cost $91.43 Unrealized
E TRADE FINANCIAL CORP 0.0%
Value ($000) $270 Shares 4,417 Est. Cost $50.40 Unrealized
AME AMETEK INC NEW 0.0%
Value ($000) $268 Shares 3,719 Est. Cost $50.30 Unrealized +39.8%
MITK MITEK SYS INC 0.0%
Value ($000) $267 Shares 30,000 Est. Cost $8.43 Unrealized +0.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $265 Shares 3,831 Est. Cost $47.97 Unrealized +22.3%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $262 Shares 2,827 Est. Cost $75.27 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $261 Shares 5,089 Est. Cost $45.38 Unrealized -2.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $259 Shares 602 Est. Cost $8.17 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $258 Shares 1,270 Est. Cost $172.40 Unrealized +7.2%
ANTARES PHARMA INC 0.0%
Value ($000) $258 Shares 100,000 Est. Cost $3.18 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $256 Shares 5,774 Est. Cost $43.17 Unrealized -22.6%
IX ORIX CORP 0.0%
Value ($000) $254 Shares 3,209 Est. Cost $85.49 Unrealized
PRAXAIR INC 0.0%
Value ($000) $252 Shares 1,592 Est. Cost $137.54 Unrealized
ATHM AUTOHOME INC 0.0%
Value ($000) $252 Shares 2,499 Est. Cost $100.84 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $251 Shares 2,095 Est. Cost $109.33 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $249 Shares 8,484 Est. Cost $33.56 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $247 Shares 2,906 Est. Cost $88.67 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $246 Shares 2,890 Est. Cost $67.71 Unrealized +0.3%
SPDR SERIES TRUST 0.0%
Value ($000) $245 Shares 5,690 Est. Cost $34.05 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $244 Shares 1,975 Est. Cost $110.58 Unrealized -3.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $243 Shares 3,319 Est. Cost $58.41 Unrealized +9.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $242 Shares 818 Est. Cost $224.85 Unrealized +16.8%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $241 Shares 1,327 Est. Cost $181.61 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $240 Shares 2,566 Est. Cost $73.70 Unrealized +14.4%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $235 Shares 2,812 Est. Cost $76.47 Unrealized -2.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $234 Shares 1,069 Est. Cost $174.72 Unrealized +14.3%
EPP ISHARES INC 0.0%
Value ($000) $229 Shares 4,971 Est. Cost $46.30 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $228 Shares 939 Est. Cost $19.73 Unrealized 0.0%
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $228 Shares 20,000 Est. Cost $9.47 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $227 Shares 1,829 Est. Cost $68.90 Unrealized +26.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $226 Shares 1,948 Est. Cost $41.70 Unrealized +2.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $226 Shares 2,515 Est. Cost $95.40 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $226 Shares 4,026 Est. Cost $45.49 Unrealized +0.9%
IWS ISHARES TR 0.0%
Value ($000) $225 Shares 2,538 Est. Cost $64.73 Unrealized
UNILEVER N V 0.0%
Value ($000) $225 Shares 4,046 Est. Cost $55.61 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $224 Shares 5,462 Est. Cost $36.36 Unrealized -8.3%
UNILEVER PLC 0.0%
Value ($000) $221 Shares 4,001 Est. Cost $49.72 Unrealized
BB&T CORP 0.0%
Value ($000) $221 Shares 4,362 Est. Cost $51.95 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $220 Shares 2,367 Est. Cost $77.82 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $220 Shares 6,031 Est. Cost $27.07 Unrealized 0.0%
TS TENARIS S A 0.0%
Value ($000) $219 Shares 6,020 Est. Cost $34.80 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $217 Shares 1,710 Est. Cost $112.24 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $216 Shares 1,705 Est. Cost $115.07 Unrealized +10.9%
EXEL EXELIXIS INC 0.0%
Value ($000) $215 Shares 10,000 Est. Cost $21.16 Unrealized -2.3%
CELGENE CORP 0.0%
Value ($000) $214 Shares 2,692 Est. Cost $115.72 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $214 Shares 4,767 Est. Cost $38.75 Unrealized +10.0%
EBAY EBAY INC 0.0%
Value ($000) $213 Shares 5,875 Est. Cost $30.85 Unrealized +12.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $213 Shares 1,300 Est. Cost $105.21 Unrealized +32.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $212 Shares 4,057 Est. Cost $46.91 Unrealized +12.5%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $211 Shares 4,860 Est. Cost $43.42 Unrealized
BP BP PLC 0.0%
Value ($000) $210 Shares 4,578 Est. Cost $45.87 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $210 Shares 2,582 Est. Cost $70.94 Unrealized +2.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $207 Shares 2,257 Est. Cost $86.69 Unrealized -4.3%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $206 Shares 4,495 Est. Cost $45.83 Unrealized
AON PLC 0.0%
Value ($000) $206 Shares 1,505 Est. Cost $140.66 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $201 Shares 6,129 Est. Cost $30.16 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $201 Shares 2,840 Est. Cost $77.00 Unrealized
INTU INTUIT 0.0%
Value ($000) $200 Shares 980 Est. Cost $182.24 Unrealized 0.0%
FIAT CHRYSLER AUTOMOBILES N 0.0%
Value ($000) $199 Shares 10,531 Est. Cost $17.84 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $198 Shares 10,162 Est. Cost $12.49 Unrealized +12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $187 Shares 1,000 Est. Cost $121.33 Unrealized +60.7%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $181 Shares 37,801 Est. Cost $5.94 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $179 Shares 11,685 Est. Cost $18.88 Unrealized -13.8%
ACHAOGEN INC 0.0%
Value ($000) $172 Shares 19,823 Est. Cost $5.75 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $140 Shares 1,000 Est. Cost $105.62 Unrealized -5.4%
F FORD MTR CO DEL 0.0%
Value ($000) $136 Shares 12,317 Est. Cost $7.18 Unrealized +7.7%
ENBRIDGE ENERGY MANAGEMENT L 0.0%
Value ($000) $127 Shares 12,363 Est. Cost $14.04 Unrealized
ISRAEL CHEMICALS LTD 0.0%
Value ($000) $111 Shares 24,226 Est. Cost $4.33 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $97 Shares 500 Est. Cost $134.01 Unrealized +33.9%
MFG MIZUHO FINL GROUP INC 0.0%
Value ($000) $95 Shares 28,244 Est. Cost $3.66 Unrealized
AEGON N V 0.0%
Value ($000) $89 Shares 15,126 Est. Cost $5.29 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $82 Shares 27,107 Est. Cost $5.98 Unrealized
COLONY CAP INC NEW 0.0%
Value ($000) $82 Shares 13,170 Est. Cost $6.23 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $79 Shares 10,169 Est. Cost $7.77 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $63 Shares 600 Est. Cost $85.90 Unrealized +13.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $60 Shares 10,561 Est. Cost $6.39 Unrealized
CAPSTONE TURBINE CORP 0.0%
Value ($000) $57 Shares 40,000 Est. Cost $1.43 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $53 Shares 18,651 Est. Cost $2.49 Unrealized
AU OPTRONICS CORP 0.0%
Value ($000) $43 Shares 10,270 Est. Cost $4.19 Unrealized
GFI GOLD FIELDS LTD NEW 0.0%
Value ($000) $41 Shares 11,506 Est. Cost $3.98 Unrealized
SID COMPANHIA SIDERURGICA NACION 0.0%
Value ($000) $38 Shares 18,787 Est. Cost $2.46 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $29 Shares 600 Est. Cost $47.84 Unrealized +0.5%
EBAY EBAY INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $30.85 Unrealized +12.3%
OFFICE DEPOT INC 0.0%
Value ($000) $27 Shares 10,568 Est. Cost $2.55 Unrealized
CIG COMPANHIA ENERGETICA DE MINA 0.0%
Value ($000) $19 Shares 10,264 Est. Cost $1.85 Unrealized
ARALEZ PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 50,000 Est. Cost $1.84 Unrealized
DISCOVERY INC 0.0%
Value ($000) $2 Shares 72 Est. Cost $13.89 Unrealized