Ballentine Partners, LLC Diversified Active

CIK: 0001374889 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $1,922,485 (100.0% shares, 0.0% debt)

Holdings (330)

VTI VANGUARD INDEX FDS 27.1%
Value ($000) $520,384 Shares 3,596,049 Est. Cost $130.30 Unrealized
IVV ISHARES TR 6.0%
Value ($000) $115,942 Shares 407,442 Est. Cost $184.47 Unrealized
IEFA ISHARES TR 5.5%
Value ($000) $105,105 Shares 1,729,561 Est. Cost $56.52 Unrealized
IEMG ISHARES INC 5.4%
Value ($000) $103,445 Shares 2,000,485 Est. Cost $47.69 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 4.8%
Value ($000) $92,999 Shares 2,275,477 Est. Cost $36.47 Unrealized
SPY SPDR S&P 500 ETF TR 3.4%
Value ($000) $66,049 Shares 233,817 Est. Cost $175.55 Unrealized
VV VANGUARD INDEX FDS 2.8%
Value ($000) $53,212 Shares 409,956 Est. Cost $74.83 Unrealized
IWB ISHARES TR 2.4%
Value ($000) $46,526 Shares 295,760 Est. Cost $89.93 Unrealized
IJH ISHARES TR 2.4%
Value ($000) $45,806 Shares 241,845 Est. Cost $120.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $45,759 Shares 1,076,673 Est. Cost $37.06 Unrealized
EFA ISHARES TR 2.1%
Value ($000) $40,616 Shares 626,217 Est. Cost $57.99 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 2.1%
Value ($000) $40,247 Shares 750,740 Est. Cost $48.45 Unrealized
ITOT ISHARES TR 1.6%
Value ($000) $30,282 Shares 470,211 Est. Cost $60.72 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $28,443 Shares 327,269 Est. Cost $83.23 Unrealized
IJR ISHARES TR 1.5%
Value ($000) $28,403 Shares 368,148 Est. Cost $80.63 Unrealized
UBS AG JERSEY BRH 1.5%
Value ($000) $28,117 Shares 1,237,561 Est. Cost $25.65 Unrealized
IWV ISHARES TR 1.4%
Value ($000) $26,111 Shares 156,637 Est. Cost $117.18 Unrealized
VIG VANGUARD GROUP 1.4%
Value ($000) $26,065 Shares 237,735 Est. Cost $68.59 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $25,736 Shares 432,021 Est. Cost $56.51 Unrealized
SCZ ISHARES TR 0.9%
Value ($000) $16,735 Shares 291,340 Est. Cost $52.32 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $14,534 Shares 220,683 Est. Cost $55.96 Unrealized
ICF ISHARES TR 0.7%
Value ($000) $12,667 Shares 113,913 Est. Cost $101.38 Unrealized
FORR FORRESTER RESH INC 0.6%
Value ($000) $12,088 Shares 250,000 Est. Cost $40.52 Unrealized +15.0%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $10,953 Shares 68,138 Est. Cost $102.10 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $10,790 Shares 56,805 Est. Cost $26.10 Unrealized +54.9%
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $10,706 Shares 366,503 Est. Cost $26.48 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $10,033 Shares 233,762 Est. Cost $35.62 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $9,910 Shares 87,649 Est. Cost $111.18 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $9,327 Shares 60,928 Est. Cost $132.33 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $8,672 Shares 178,151 Est. Cost $48.94 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $7,859 Shares 308,087 Est. Cost $27.51 Unrealized
BND VANGUARD BD INDEX FD INC 0.4%
Value ($000) $7,756 Shares 95,546 Est. Cost $81.22 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $7,646 Shares 50,041 Est. Cost $99.91 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $7,490 Shares 209,455 Est. Cost $32.36 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $7,142 Shares 60,560 Est. Cost $51.98 Unrealized +96.8%
IEUR ISHARES TR 0.3%
Value ($000) $6,320 Shares 137,779 Est. Cost $42.09 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $6,215 Shares 123,936 Est. Cost $45.04 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $6,025 Shares 39,805 Est. Cost $92.14 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $5,941 Shares 116,690 Est. Cost $50.51 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $4,674 Shares 3,971 Est. Cost $43.75 Unrealized +28.1%
EWJ ISHARES INC 0.2%
Value ($000) $4,268 Shares 77,993 Est. Cost $50.69 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $4,155 Shares 2,333 Est. Cost $31.34 Unrealized +165.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $4,100 Shares 39,406 Est. Cost $71.73 Unrealized +14.4%
IWR ISHARES TR 0.2%
Value ($000) $4,097 Shares 75,939 Est. Cost $70.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,018 Shares 19,999 Est. Cost $125.78 Unrealized +60.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $3,862 Shares 132,721 Est. Cost $28.18 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,766 Shares 14,512 Est. Cost $231.25 Unrealized
ET ENERGY TRANSFER LP 0.2%
Value ($000) $3,731 Shares 242,791 Est. Cost $16.82 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $3,365 Shares 9,744 Est. Cost $220.55 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $3,324 Shares 120,494 Est. Cost $19.18 Unrealized +24.6%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,239 Shares 30,095 Est. Cost $71.85 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $3,199 Shares 105,517 Est. Cost $28.84 Unrealized
RWX SPDR INDEX SHS FDS 0.2%
Value ($000) $3,180 Shares 80,960 Est. Cost $38.73 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,971 Shares 21,258 Est. Cost $84.36 Unrealized +30.8%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $2,926 Shares 119,382 Est. Cost $25.21 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $2,898 Shares 19,642 Est. Cost $101.61 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $2,872 Shares 17,230 Est. Cost $134.75 Unrealized +17.2%
PEP PEPSICO INC 0.1%
Value ($000) $2,866 Shares 23,386 Est. Cost $78.01 Unrealized +18.5%
AAXJ ISHARES TR 0.1%
Value ($000) $2,861 Shares 40,470 Est. Cost $63.53 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $2,818 Shares 27,832 Est. Cost $70.69 Unrealized +20.7%
V VISA INC 0.1%
Value ($000) $2,808 Shares 17,980 Est. Cost $85.81 Unrealized +60.1%
AGG ISHARES TR 0.1%
Value ($000) $2,713 Shares 24,871 Est. Cost $109.44 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $2,659 Shares 62,585 Est. Cost $20.44 Unrealized +43.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,653 Shares 49,123 Est. Cost $26.66 Unrealized +48.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,433 Shares 30,123 Est. Cost $55.42 Unrealized +0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,314 Shares 9,359 Est. Cost $154.52 Unrealized +47.3%
GOOG ALPHABET INC 0.1%
Value ($000) $2,286 Shares 1,948 Est. Cost $38.96 Unrealized +43.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $2,238 Shares 19,386 Est. Cost $86.18 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $2,237 Shares 49,907 Est. Cost $39.37 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $2,135 Shares 35,223 Est. Cost $68.87 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $2,093 Shares 39,634 Est. Cost $76.57 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $2,087 Shares 40,369 Est. Cost $50.83 Unrealized
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $1,954 Shares 43,835 Est. Cost $40.57 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $1,878 Shares 7,974 Est. Cost $114.89 Unrealized +80.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,867 Shares 16,815 Est. Cost $89.78 Unrealized +20.2%
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $1,847 Shares 64,282 Est. Cost $19.22 Unrealized -5.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,807 Shares 6 Est. Cost $176831.55 Unrealized +71.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,800 Shares 11,329 Est. Cost $109.49 Unrealized +10.7%
NKE NIKE INC 0.1%
Value ($000) $1,799 Shares 21,353 Est. Cost $47.49 Unrealized +58.7%
HD HOME DEPOT INC 0.1%
Value ($000) $1,774 Shares 9,243 Est. Cost $93.41 Unrealized +65.6%
IWD ISHARES TR 0.1%
Value ($000) $1,734 Shares 14,040 Est. Cost $100.17 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $1,693 Shares 11,656 Est. Cost $125.69 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $1,687 Shares 12,388 Est. Cost $72.93 Unrealized +46.2%
ISHARES GOLD TRUST 0.1%
Value ($000) $1,645 Shares 132,840 Est. Cost $12.04 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,637 Shares 13,206 Est. Cost $86.40 Unrealized +5.7%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,636 Shares 81,737 Est. Cost $11.87 Unrealized +5.3%
INTC INTEL CORP 0.1%
Value ($000) $1,620 Shares 30,164 Est. Cost $25.29 Unrealized +73.3%
EEMA ISHARES INC 0.1%
Value ($000) $1,616 Shares 23,886 Est. Cost $60.85 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,601 Shares 15,094 Est. Cost $34.99 Unrealized +144.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,565 Shares 11,096 Est. Cost $101.26 Unrealized -6.5%
WMT WALMART INC 0.1%
Value ($000) $1,520 Shares 15,588 Est. Cost $21.79 Unrealized +34.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,507 Shares 21,583 Est. Cost $36.77 Unrealized +13.2%
PPG PPG INDS INC 0.1%
Value ($000) $1,497 Shares 13,266 Est. Cost $91.13 Unrealized +3.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,470 Shares 13,154 Est. Cost $71.47 Unrealized +13.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,452 Shares 30,400 Est. Cost $38.69 Unrealized -1.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,436 Shares 5,246 Est. Cost $137.37 Unrealized +77.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,435 Shares 11,703 Est. Cost $68.49 Unrealized +41.3%
IEUS ISHARES TR 0.1%
Value ($000) $1,421 Shares 28,148 Est. Cost $47.81 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $1,386 Shares 38,215 Est. Cost $22.16 Unrealized +3.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,353 Shares 22,873 Est. Cost $30.74 Unrealized +26.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $1,346 Shares 13,490 Est. Cost $52.63 Unrealized +58.6%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $1,329 Shares 16,700 Est. Cost $79.58 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,316 Shares 15,828 Est. Cost $46.59 Unrealized +29.4%
CRM SALESFORCE COM INC 0.1%
Value ($000) $1,313 Shares 8,294 Est. Cost $86.04 Unrealized +78.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,262 Shares 5,210 Est. Cost $154.83 Unrealized +28.1%
IJT ISHARES TR 0.1%
Value ($000) $1,213 Shares 6,799 Est. Cost $135.25 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1,205 Shares 7,208 Est. Cost $78.88 Unrealized +75.1%
KO COCA COLA CO 0.1%
Value ($000) $1,195 Shares 25,521 Est. Cost $30.63 Unrealized +23.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,194 Shares 6,579 Est. Cost $172.14 Unrealized -9.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,193 Shares 9,679 Est. Cost $74.22 Unrealized +17.8%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $1,181 Shares 37,645 Est. Cost $31.37 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $1,177 Shares 11,813 Est. Cost $100.18 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,171 Shares 6,417 Est. Cost $160.22 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,158 Shares 10,734 Est. Cost $70.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,126 Shares 20,947 Est. Cost $39.96 Unrealized +15.3%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $1,115 Shares 24,836 Est. Cost $26.89 Unrealized +46.5%
ANDEAVOR LOGISTICS LP 0.1%
Value ($000) $1,105 Shares 31,337 Est. Cost $48.03 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,075 Shares 6,732 Est. Cost $75.78 Unrealized +65.5%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $1,067 Shares 12,714 Est. Cost $84.21 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,062 Shares 5,591 Est. Cost $89.44 Unrealized +72.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,058 Shares 6,011 Est. Cost $106.12 Unrealized +33.9%
IEV ISHARES TR 0.1%
Value ($000) $1,049 Shares 24,170 Est. Cost $42.53 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1,038 Shares 3,892 Est. Cost $136.78 Unrealized +84.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,031 Shares 25,764 Est. Cost $31.66 Unrealized -0.4%
SYY SYSCO CORP 0.1%
Value ($000) $1,019 Shares 15,272 Est. Cost $54.69 Unrealized -1.0%
IVE ISHARES TR 0.1%
Value ($000) $1,017 Shares 9,021 Est. Cost $80.37 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,004 Shares 8,071 Est. Cost $60.94 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $999 Shares 6,962 Est. Cost $78.53 Unrealized +49.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $974 Shares 7,377 Est. Cost $64.21 Unrealized +54.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $967 Shares 6,180 Est. Cost $109.00 Unrealized
BA BOEING CO 0.1%
Value ($000) $967 Shares 2,535 Est. Cost $140.63 Unrealized +166.8%
MMM 3M CO 0.1%
Value ($000) $965 Shares 4,644 Est. Cost $113.41 Unrealized +15.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $955 Shares 12,857 Est. Cost $47.97 Unrealized +23.5%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $947 Shares 7,343 Est. Cost $109.44 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $947 Shares 19,594 Est. Cost $35.61 Unrealized +14.5%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $940 Shares 7,301 Est. Cost $93.68 Unrealized
GASLOG LTD 0.0%
Value ($000) $921 Shares 52,729 Est. Cost $18.57 Unrealized
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $918 Shares 27,504 Est. Cost $33.02 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $915 Shares 4,814 Est. Cost $110.03 Unrealized +40.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $907 Shares 12,401 Est. Cost $67.66 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $887 Shares 26,982 Est. Cost $34.32 Unrealized
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $885 Shares 69,220 Est. Cost $12.79 Unrealized
DCP MIDSTREAM LP 0.0%
Value ($000) $878 Shares 26,572 Est. Cost $36.41 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $860 Shares 16,131 Est. Cost $69.76 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $849 Shares 85,001 Est. Cost $15.33 Unrealized
T AT&T INC 0.0%
Value ($000) $838 Shares 26,729 Est. Cost $15.69 Unrealized -9.7%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $835 Shares 10,700 Est. Cost $52.05 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $832 Shares 4,207 Est. Cost $77.95 Unrealized +114.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $830 Shares 7,878 Est. Cost $58.88 Unrealized +50.2%
CSX CSX CORP 0.0%
Value ($000) $830 Shares 11,088 Est. Cost $14.76 Unrealized +43.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $817 Shares 8,666 Est. Cost $68.61 Unrealized +12.1%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $804 Shares 173,736 Est. Cost $5.43 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $791 Shares 4,587 Est. Cost $158.72 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $784 Shares 2,800 Est. Cost $21.43 Unrealized -6.3%
NVS NOVARTIS A G 0.0%
Value ($000) $767 Shares 7,969 Est. Cost $79.48 Unrealized
ENABLE MIDSTREAM PARTNERS LP 0.0%
Value ($000) $766 Shares 53,510 Est. Cost $15.40 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $756 Shares 18,086 Est. Cost $40.88 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $738 Shares 15,323 Est. Cost $30.49 Unrealized +23.3%
ABT ABBOTT LABS 0.0%
Value ($000) $736 Shares 9,206 Est. Cost $36.90 Unrealized +79.1%
GLW CORNING INC 0.0%
Value ($000) $736 Shares 22,240 Est. Cost $26.17 Unrealized +3.4%
CB CHUBB LIMITED 0.0%
Value ($000) $736 Shares 5,251 Est. Cost $105.68 Unrealized +12.2%
DE DEERE & CO 0.0%
Value ($000) $727 Shares 4,543 Est. Cost $103.11 Unrealized +40.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $694 Shares 12,781 Est. Cost $45.38 Unrealized +21.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $681 Shares 3,523 Est. Cost $27.93 Unrealized +38.2%
NOBLE MIDSTREAM PARTNERS LP 0.0%
Value ($000) $661 Shares 18,360 Est. Cost $32.10 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $660 Shares 13,068 Est. Cost $33.17 Unrealized +27.6%
ADSK AUTODESK INC 0.0%
Value ($000) $649 Shares 4,170 Est. Cost $59.30 Unrealized +152.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $648 Shares 6,219 Est. Cost $65.21 Unrealized +32.3%
ABBV ABBVIE INC 0.0%
Value ($000) $645 Shares 7,999 Est. Cost $50.04 Unrealized +21.9%
BLACKROCK INC 0.0%
Value ($000) $643 Shares 1,506 Est. Cost $408.91 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $638 Shares 2,536 Est. Cost $165.60 Unrealized +37.6%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $622 Shares 14,826 Est. Cost $34.31 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $612 Shares 5,588 Est. Cost $68.08 Unrealized +29.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $608 Shares 15,934 Est. Cost $29.85 Unrealized -5.7%
ROST ROSS STORES INC 0.0%
Value ($000) $601 Shares 6,462 Est. Cost $61.97 Unrealized +38.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $594 Shares 5,435 Est. Cost $70.43 Unrealized +36.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $558 Shares 2,232 Est. Cost $159.14 Unrealized +33.7%
KNOP KNOT OFFSHORE PARTNERS LP 0.0%
Value ($000) $543 Shares 28,598 Est. Cost $11.83 Unrealized -6.0%
C CITIGROUP INC 0.0%
Value ($000) $542 Shares 8,700 Est. Cost $41.31 Unrealized +18.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $540 Shares 10,135 Est. Cost $40.19 Unrealized +13.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $539 Shares 7,846 Est. Cost $57.59 Unrealized -4.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $532 Shares 2,848 Est. Cost $100.09 Unrealized +50.3%
TALLGRASS ENERGY LP 0.0%
Value ($000) $531 Shares 21,120 Est. Cost $24.47 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $530 Shares 38,448 Est. Cost $6.27 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $519 Shares 6,381 Est. Cost $55.55 Unrealized +15.3%
NVDA NVIDIA CORP 0.0%
Value ($000) $506 Shares 2,816 Est. Cost $3.26 Unrealized +18.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $505 Shares 4,862 Est. Cost $60.11 Unrealized +57.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $500 Shares 2,617 Est. Cost $85.81 Unrealized +69.7%
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $487 Shares 11,394 Est. Cost $36.81 Unrealized +11.2%
GOLDCORP INC NEW 0.0%
Value ($000) $483 Shares 42,153 Est. Cost $13.25 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $482 Shares 84,034 Est. Cost $7.53 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $480 Shares 1,348 Est. Cost $18.20 Unrealized +90.5%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $473 Shares 3,310 Est. Cost $91.88 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $467 Shares 2,599 Est. Cost $114.98 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $466 Shares 2,368 Est. Cost $104.05 Unrealized +40.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $461 Shares 3,556 Est. Cost $73.55 Unrealized +50.8%
DEO DIAGEO P L C 0.0%
Value ($000) $460 Shares 2,808 Est. Cost $129.05 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $459 Shares 1,942 Est. Cost $292.30 Unrealized +7.7%
SAP SAP SE 0.0%
Value ($000) $458 Shares 3,969 Est. Cost $104.91 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $457 Shares 1,718 Est. Cost $207.22 Unrealized +30.9%
ELV ANTHEM INC 0.0%
Value ($000) $452 Shares 1,578 Est. Cost $155.08 Unrealized +70.1%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $437 Shares 10,751 Est. Cost $45.94 Unrealized
BUCKEYE PARTNERS L P 0.0%
Value ($000) $436 Shares 12,820 Est. Cost $34.01 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $427 Shares 245 Est. Cost $1940.16 Unrealized -9.5%
ENZL ISHARES TR 0.0%
Value ($000) $424 Shares 8,100 Est. Cost $37.53 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $423 Shares 4,779 Est. Cost $51.50 Unrealized +8.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $421 Shares 7,316 Est. Cost $37.14 Unrealized -20.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $419 Shares 3,736 Est. Cost $73.12 Unrealized +15.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $413 Shares 5,695 Est. Cost $54.90 Unrealized +15.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $412 Shares 10,058 Est. Cost $27.97 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $398 Shares 2,900 Est. Cost $102.02 Unrealized +8.1%
AFL AFLAC INC 0.0%
Value ($000) $395 Shares 7,906 Est. Cost $33.09 Unrealized +23.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $392 Shares 3,776 Est. Cost $74.77 Unrealized +16.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $385 Shares 4,234 Est. Cost $71.91 Unrealized +3.4%
LAM RESEARCH CORP 0.0%
Value ($000) $385 Shares 2,151 Est. Cost $129.11 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $383 Shares 5,071 Est. Cost $72.06 Unrealized +5.0%
TGT TARGET CORP 0.0%
Value ($000) $380 Shares 4,727 Est. Cost $44.21 Unrealized +37.3%
AVGO BROADCOM INC 0.0%
Value ($000) $380 Shares 1,263 Est. Cost $19.81 Unrealized +13.5%
EQM MIDSTREAM PARTNERS LP 0.0%
Value ($000) $379 Shares 8,201 Est. Cost $46.21 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $378 Shares 7,220 Est. Cost $44.35 Unrealized
DFE WISDOMTREE TR 0.0%
Value ($000) $377 Shares 6,450 Est. Cost $66.41 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $376 Shares 1,084 Est. Cost $332.27 Unrealized -0.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $376 Shares 5,076 Est. Cost $50.40 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $371 Shares 2,735 Est. Cost $103.62 Unrealized +10.6%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $370 Shares 5,132 Est. Cost $29.98 Unrealized +85.0%
CNX MIDSTREAM PARTNERS LP 0.0%
Value ($000) $370 Shares 24,310 Est. Cost $15.22 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $360 Shares 5,384 Est. Cost $36.60 Unrealized +44.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $354 Shares 9,211 Est. Cost $32.21 Unrealized +18.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $346 Shares 479 Est. Cost $549.78 Unrealized +18.2%
MCK MCKESSON CORP 0.0%
Value ($000) $344 Shares 2,938 Est. Cost $136.19 Unrealized -13.9%
STT STATE STR CORP 0.0%
Value ($000) $339 Shares 5,147 Est. Cost $63.21 Unrealized -12.4%
ARENA PHARMACEUTICALS INC 0.0%
Value ($000) $336 Shares 7,500 Est. Cost $46.00 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $331 Shares 3,949 Est. Cost $37.82 Unrealized +25.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $330 Shares 3,589 Est. Cost $68.18 Unrealized -3.9%
PSX PHILLIPS 66 0.0%
Value ($000) $328 Shares 3,450 Est. Cost $63.85 Unrealized +12.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $323 Shares 4,973 Est. Cost $47.45 Unrealized +7.2%
FISV FISERV INC 0.0%
Value ($000) $322 Shares 3,648 Est. Cost $66.16 Unrealized +24.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $321 Shares 1,788 Est. Cost $185.69 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $310 Shares 2,462 Est. Cost $42.78 Unrealized +10.2%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $307 Shares 3,822 Est. Cost $65.86 Unrealized +5.6%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $306 Shares 7,604 Est. Cost $36.07 Unrealized
CELGENE CORP 0.0%
Value ($000) $305 Shares 3,230 Est. Cost $94.43 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $304 Shares 4,159 Est. Cost $49.01 Unrealized +17.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $302 Shares 1,004 Est. Cost $204.31 Unrealized +33.0%
NUE NUCOR CORP 0.0%
Value ($000) $300 Shares 5,147 Est. Cost $54.10 Unrealized -6.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $299 Shares 23,564 Est. Cost $9.40 Unrealized +3.8%
RAYTHEON CO 0.0%
Value ($000) $290 Shares 1,595 Est. Cost $153.72 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $290 Shares 6,665 Est. Cost $35.74 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $286 Shares 1,006 Est. Cost $183.18 Unrealized +30.3%
VXUS VANGUARD STAR FD 0.0%
Value ($000) $282 Shares 5,443 Est. Cost $45.99 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $281 Shares 1,363 Est. Cost $143.04 Unrealized
ATHM AUTOHOME INC 0.0%
Value ($000) $281 Shares 2,670 Est. Cost $79.03 Unrealized
AME AMETEK INC NEW 0.0%
Value ($000) $278 Shares 3,341 Est. Cost $51.20 Unrealized +41.7%
SONY SONY CORP 0.0%
Value ($000) $278 Shares 6,578 Est. Cost $42.08 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $277 Shares 4,050 Est. Cost $49.12 Unrealized +14.1%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $277 Shares 2,169 Est. Cost $106.08 Unrealized +1.3%
CI CIGNA CORP NEW 0.0%
Value ($000) $275 Shares 1,709 Est. Cost $190.77 Unrealized -12.5%
ATR APTARGROUP INC 0.0%
Value ($000) $273 Shares 2,566 Est. Cost $73.70 Unrealized +24.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $270 Shares 3,396 Est. Cost $62.97 Unrealized 0.0%
WESTPAC BKG CORP 0.0%
Value ($000) $269 Shares 14,552 Est. Cost $17.72 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $267 Shares 3,442 Est. Cost $54.28 Unrealized +11.1%
CTRIP COM INTL LTD 0.0%
Value ($000) $266 Shares 6,082 Est. Cost $43.74 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $265 Shares 1,607 Est. Cost $243.05 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $265 Shares 1,372 Est. Cost $142.41 Unrealized +27.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $264 Shares 1,317 Est. Cost $181.61 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $264 Shares 6,235 Est. Cost $27.80 Unrealized +22.3%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $264 Shares 1,746 Est. Cost $151.20 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $263 Shares 7,087 Est. Cost $26.48 Unrealized +16.8%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $262 Shares 3,090 Est. Cost $50.24 Unrealized +24.2%
INTU INTUIT 0.0%
Value ($000) $257 Shares 984 Est. Cost $221.02 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $256 Shares 2,964 Est. Cost $88.64 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $254 Shares 2,192 Est. Cost $79.90 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $254 Shares 1,686 Est. Cost $53.63 Unrealized +10.2%
KMX CARMAX INC 0.0%
Value ($000) $254 Shares 3,643 Est. Cost $65.05 Unrealized -5.3%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $252 Shares 3,315 Est. Cost $58.41 Unrealized +13.7%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $251 Shares 10,077 Est. Cost $24.91 Unrealized
RED HAT INC 0.0%
Value ($000) $250 Shares 1,366 Est. Cost $175.47 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $250 Shares 4,802 Est. Cost $52.30 Unrealized -7.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $250 Shares 4,635 Est. Cost $58.01 Unrealized -14.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $250 Shares 833 Est. Cost $228.64 Unrealized +6.5%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $247 Shares 2,847 Est. Cost $76.43 Unrealized -2.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $245 Shares 4,889 Est. Cost $36.09 Unrealized +7.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $245 Shares 1,276 Est. Cost $160.59 Unrealized +2.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $243 Shares 1,938 Est. Cost $115.20 Unrealized -3.2%
IWP ISHARES TR 0.0%
Value ($000) $243 Shares 1,793 Est. Cost $113.32 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $243 Shares 1,272 Est. Cost $57.07 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $241 Shares 2,041 Est. Cost $128.23 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $240 Shares 4,306 Est. Cost $55.74 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $239 Shares 4,775 Est. Cost $43.26 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $236 Shares 2,484 Est. Cost $73.11 Unrealized -1.6%
BB&T CORP 0.0%
Value ($000) $231 Shares 4,958 Est. Cost $51.33 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $230 Shares 2,647 Est. Cost $65.79 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $225 Shares 1,783 Est. Cost $121.86 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $225 Shares 4,435 Est. Cost $44.88 Unrealized +17.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $222 Shares 1,055 Est. Cost $172.95 Unrealized +5.6%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $219 Shares 3,074 Est. Cost $51.78 Unrealized +17.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 3,764 Est. Cost $52.77 Unrealized
BP BP PLC 0.0%
Value ($000) $219 Shares 5,008 Est. Cost $43.73 Unrealized
AON PLC 0.0%
Value ($000) $217 Shares 1,271 Est. Cost $170.73 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $215 Shares 7,927 Est. Cost $32.64 Unrealized
SNY SANOFI 0.0%
Value ($000) $214 Shares 4,852 Est. Cost $44.11 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $214 Shares 209 Est. Cost $897.60 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value ($000) $211 Shares 1,681 Est. Cost $125.52 Unrealized
XILINX INC 0.0%
Value ($000) $211 Shares 1,674 Est. Cost $126.05 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $209 Shares 14,357 Est. Cost $15.43 Unrealized -0.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $209 Shares 1,597 Est. Cost $126.47 Unrealized 0.0%
SUNTRUST BKS INC 0.0%
Value ($000) $209 Shares 3,520 Est. Cost $58.92 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $207 Shares 362 Est. Cost $176.57 Unrealized +0.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $207 Shares 2,909 Est. Cost $71.16 Unrealized
NEM NEWMONT MNG CORP 0.0%
Value ($000) $206 Shares 5,744 Est. Cost $26.05 Unrealized +5.0%
E TRADE FINANCIAL CORP 0.0%
Value ($000) $205 Shares 4,412 Est. Cost $46.46 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $205 Shares 3,263 Est. Cost $62.83 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $204 Shares 4,073 Est. Cost $26.74 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 2,027 Est. Cost $77.70 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $196 Shares 10,362 Est. Cost $22.19 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $165 Shares 13,627 Est. Cost $17.55 Unrealized -27.8%
BT GROUP PLC 0.0%
Value ($000) $156 Shares 10,531 Est. Cost $15.23 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $117 Shares 14,067 Est. Cost $8.00 Unrealized
ISRAEL CHEMICALS LTD 0.0%
Value ($000) $116 Shares 22,201 Est. Cost $4.33 Unrealized
MFG MIZUHO FINL GROUP INC 0.0%
Value ($000) $116 Shares 37,750 Est. Cost $3.47 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $109 Shares 13,516 Est. Cost $8.06 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value ($000) $96 Shares 26,776 Est. Cost $5.68 Unrealized
AVAL GRUPO AVAL ACCIONES Y VALORE 0.0%
Value ($000) $83 Shares 10,662 Est. Cost $5.91 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $77 Shares 23,936 Est. Cost $2.73 Unrealized
ASX ASE TECHNOLOGY HOLDING CO LT 0.0%
Value ($000) $76 Shares 17,572 Est. Cost $3.96 Unrealized
SID COMPANHIA SIDERURGICA NACION 0.0%
Value ($000) $70 Shares 17,192 Est. Cost $2.43 Unrealized
AEGON N V 0.0%
Value ($000) $63 Shares 13,172 Est. Cost $5.30 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $53 Shares 28,352 Est. Cost $2.20 Unrealized
SNNAQ SIENNA BIOPHARMACEUTICALS IN 0.0%
Value ($000) $39 Shares 16,700 Est. Cost $15.89 Unrealized -82.9%
ACHAOGEN INC 0.0%
Value ($000) $9 Shares 19,823 Est. Cost $5.75 Unrealized