WBH ADVISORY INC Diversified Active

CIK: 0001259671 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 20, 2017

Total Value ($000): $300,028 (100.0% shares, 0.0% debt)

Holdings (221)

VGT Vanguard InfoTech 7.1%
Value ($000) $21,231 Shares 174,745 Est. Cost $76.64 Unrealized
VTI Vanguard Total Stk 4.9%
Value ($000) $14,633 Shares 126,898 Est. Cost $92.63 Unrealized
VB Vanguard SmallCap 4.1%
Value ($000) $12,234 Shares 94,874 Est. Cost $94.67 Unrealized
VHT Vanguard Health 4.1%
Value ($000) $12,162 Shares 95,938 Est. Cost $88.14 Unrealized
VFH Vanguard Fin 3.6%
Value ($000) $10,906 Shares 183,758 Est. Cost $42.02 Unrealized
VEU Vanguard FTSE 2.6%
Value ($000) $7,838 Shares 177,415 Est. Cost $44.18 Unrealized
XLE Energy Select SPDR 2.1%
Value ($000) $6,394 Shares 84,902 Est. Cost $283.48 Unrealized
SCHB Schwab US Broad 2.1%
Value ($000) $6,264 Shares 115,620 Est. Cost $46.86 Unrealized
VXUS Vanguard Ttl Intl 2.1%
Value ($000) $6,191 Shares 134,944 Est. Cost $46.82 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $5,230 Shares 45,401 Est. Cost $64.05 Unrealized +40.1%
SPY SPDR S&P 500 1.7%
Value ($000) $4,973 Shares 22,250 Est. Cost $186.71 Unrealized
DIS Walt Disney 1.6%
Value ($000) $4,666 Shares 44,777 Est. Cost $56.11 Unrealized +61.7%
PG Procter & Gamble 1.4%
Value ($000) $4,242 Shares 50,463 Est. Cost $57.38 Unrealized +16.4%
PEP PepsiCo 1.2%
Value ($000) $3,732 Shares 35,676 Est. Cost $56.60 Unrealized +40.2%
XOM Exxon Mobil 1.2%
Value ($000) $3,671 Shares 40,676 Est. Cost $54.08 Unrealized +7.6%
General Electric 1.2%
Value ($000) $3,466 Shares 109,706 Est. Cost $25.47 Unrealized
XLY Consumer Discr SPDR 1.1%
Value ($000) $3,355 Shares 41,217 Est. Cost $77.47 Unrealized
MCD McDonalds 1.0%
Value ($000) $3,130 Shares 25,716 Est. Cost $71.80 Unrealized +31.3%
XLF Financial Select 1.0%
Value ($000) $3,108 Shares 133,695 Est. Cost $22.59 Unrealized
MMM 3 M Company 1.0%
Value ($000) $3,043 Shares 17,043 Est. Cost $67.04 Unrealized +58.4%
VOX Vanguard Telecom 1.0%
Value ($000) $2,976 Shares 29,721 Est. Cost $79.72 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $2,912 Shares 46,868 Est. Cost $33.32 Unrealized +61.9%
XLV Healthcare SPDR 0.9%
Value ($000) $2,759 Shares 40,021 Est. Cost $70.85 Unrealized
IJR iShares Core Mid Cap 0.9%
Value ($000) $2,707 Shares 19,688 Est. Cost $113.74 Unrealized
AAPL Apple Computer 0.9%
Value ($000) $2,702 Shares 23,337 Est. Cost $21.23 Unrealized +22.9%
XLP Consumer Stpls SPDR 0.9%
Value ($000) $2,673 Shares 51,706 Est. Cost $50.16 Unrealized
KMB Kimberly Clark 0.9%
Value ($000) $2,673 Shares 23,430 Est. Cost $72.57 Unrealized +16.5%
XLI Industrial SPDR 0.9%
Value ($000) $2,668 Shares 42,893 Est. Cost $56.86 Unrealized
MO Altria Group Inc 0.9%
Value ($000) $2,594 Shares 38,367 Est. Cost $17.21 Unrealized +97.5%
ITOT iShares Core S&P US Stock 0.9%
Value ($000) $2,582 Shares 50,360 Est. Cost $49.61 Unrealized
NKE Nike 0.9%
Value ($000) $2,553 Shares 50,231 Est. Cost $41.00 Unrealized +11.2%
VPU Vanguard Utilities 0.8%
Value ($000) $2,369 Shares 22,141 Est. Cost $90.72 Unrealized
INTC Intel Corp 0.8%
Value ($000) $2,256 Shares 62,203 Est. Cost $18.99 Unrealized +53.5%
CVX Chevron Corp 0.7%
Value ($000) $2,163 Shares 18,378 Est. Cost $71.02 Unrealized +3.9%
T A T & T 0.7%
Value ($000) $2,161 Shares 50,829 Est. Cost $13.60 Unrealized +13.6%
Berkshire Htwy Cl B 0.7%
Value ($000) $2,122 Shares 13,025 Est. Cost $142.23 Unrealized
CMI Cummins Inc 0.7%
Value ($000) $2,059 Shares 15,067 Est. Cost $82.51 Unrealized +27.6%
PFE Pfizer 0.7%
Value ($000) $2,059 Shares 63,404 Est. Cost $18.21 Unrealized +12.6%
TRV Travelers Co 0.7%
Value ($000) $2,034 Shares 16,621 Est. Cost $63.66 Unrealized +46.8%
VDE Vanguard Energy 0.6%
Value ($000) $1,938 Shares 18,515 Est. Cost $92.39 Unrealized
VZ Verizon Comm 0.6%
Value ($000) $1,892 Shares 35,445 Est. Cost $30.41 Unrealized +1.9%
XLK Technology SPDR 0.6%
Value ($000) $1,840 Shares 38,058 Est. Cost $42.19 Unrealized
CL ColgatePalmolive 0.6%
Value ($000) $1,747 Shares 26,697 Est. Cost $44.42 Unrealized +24.6%
CVS CVS Caremark 0.6%
Value ($000) $1,745 Shares 22,120 Est. Cost $43.60 Unrealized +40.0%
COST Costco 0.6%
Value ($000) $1,711 Shares 10,690 Est. Cost $89.39 Unrealized +45.2%
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,697 Shares 56,169 Est. Cost $20.11 Unrealized +14.6%
SBUX Starbucks 0.5%
Value ($000) $1,621 Shares 29,200 Est. Cost $33.01 Unrealized +38.1%
SCHX Schwab US Lg Cap 0.5%
Value ($000) $1,533 Shares 28,788 Est. Cost $49.83 Unrealized
KO Coca-Cola Company 0.5%
Value ($000) $1,489 Shares 35,923 Est. Cost $27.85 Unrealized +12.1%
MRK Merck 0.5%
Value ($000) $1,436 Shares 24,407 Est. Cost $30.77 Unrealized +43.2%
CB Chubb Ltd 0.5%
Value ($000) $1,429 Shares 10,823 Est. Cost $96.06 Unrealized +12.8%
MKC/V McCormick 0.5%
Value ($000) $1,426 Shares 15,280 Est. Cost $31.38 Unrealized +25.0%
PRU Prudential Financial 0.5%
Value ($000) $1,363 Shares 13,107 Est. Cost $39.11 Unrealized +60.1%
YUM Yum! Brands Inc 0.4%
Value ($000) $1,343 Shares 21,208 Est. Cost $39.71 Unrealized +34.2%
United Tech 0.4%
Value ($000) $1,271 Shares 11,599 Est. Cost $93.68 Unrealized
XLU Utilities SPDR 0.4%
Value ($000) $1,231 Shares 25,351 Est. Cost $71.43 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $1,221 Shares 31,756 Est. Cost $27.62 Unrealized +23.6%
SCHF Schwab Intl Equity 0.4%
Value ($000) $1,204 Shares 43,528 Est. Cost $28.26 Unrealized
FDX FedEx Corp 0.4%
Value ($000) $1,185 Shares 6,367 Est. Cost $95.64 Unrealized +65.6%
LLY Eli Lilly Company 0.4%
Value ($000) $1,125 Shares 15,301 Est. Cost $52.87 Unrealized +21.5%
NSC Norfolk Southern 0.4%
Value ($000) $1,118 Shares 10,350 Est. Cost $58.13 Unrealized +44.5%
BMY Bristol Myers 0.4%
Value ($000) $1,113 Shares 19,046 Est. Cost $32.54 Unrealized +21.5%
JPM J P Morgan 0.4%
Value ($000) $1,096 Shares 12,708 Est. Cost $40.20 Unrealized +49.0%
V Visa 0.4%
Value ($000) $1,092 Shares 13,999 Est. Cost $56.86 Unrealized +32.7%
LOW Lowes 0.4%
Value ($000) $1,063 Shares 14,954 Est. Cost $32.16 Unrealized +86.0%
SUI Sun Communities 0.3%
Value ($000) $1,040 Shares 13,577 Est. Cost $78.43 Unrealized
ABBV Abbvie 0.3%
Value ($000) $1,019 Shares 16,286 Est. Cost $27.29 Unrealized +53.1%
NOC Northrop Grumman 0.3%
Value ($000) $1,007 Shares 4,330 Est. Cost $62.64 Unrealized +220.4%
CSX CSX Corp 0.3%
Value ($000) $1,006 Shares 28,008 Est. Cost $6.72 Unrealized +47.0%
TGT Target Inc 0.3%
Value ($000) $1,004 Shares 13,902 Est. Cost $48.47 Unrealized +14.2%
Powershares Finl Pfd 0.3%
Value ($000) $982 Shares 54,684 Est. Cost $19.05 Unrealized
WM Waste Mgmt 0.3%
Value ($000) $982 Shares 13,858 Est. Cost $35.67 Unrealized +59.2%
VIS Vanguard Industrials 0.3%
Value ($000) $968 Shares 8,123 Est. Cost $97.19 Unrealized
MAS Masco 0.3%
Value ($000) $958 Shares 30,300 Est. Cost $24.30 Unrealized +15.0%
CE Celanese Corp 0.3%
Value ($000) $954 Shares 12,123 Est. Cost $38.50 Unrealized +64.0%
PPL PPL Corp 0.3%
Value ($000) $918 Shares 26,986 Est. Cost $23.87 Unrealized -6.6%
HD Home Depot 0.3%
Value ($000) $908 Shares 6,774 Est. Cost $70.81 Unrealized +46.0%
BAC BankAmerica 0.3%
Value ($000) $902 Shares 40,831 Est. Cost $11.83 Unrealized +32.5%
UNP Union Pacific 0.3%
Value ($000) $889 Shares 8,576 Est. Cost $65.81 Unrealized +22.0%
PM PhilipMorrisIntl 0.3%
Value ($000) $880 Shares 9,626 Est. Cost $52.15 Unrealized +11.7%
MET Metlife Inc 0.3%
Value ($000) $879 Shares 16,323 Est. Cost $24.51 Unrealized +37.6%
Powershares QQQ 0.3%
Value ($000) $870 Shares 7,351 Est. Cost $116.03 Unrealized
SJM J M Smucker Co 0.3%
Value ($000) $867 Shares 6,775 Est. Cost $79.33 Unrealized +23.0%
AMT Amer Tower 0.3%
Value ($000) $862 Shares 8,161 Est. Cost $61.89 Unrealized +39.5%
VTV Vanguard Value 0.3%
Value ($000) $847 Shares 9,107 Est. Cost $83.05 Unrealized
Powershares Dividend 0.3%
Value ($000) $826 Shares 36,120 Est. Cost $18.00 Unrealized
CrownCastleIntl 0.3%
Value ($000) $814 Shares 9,390 Est. Cost $72.50 Unrealized
BA Boeing Co 0.3%
Value ($000) $812 Shares 5,221 Est. Cost $91.84 Unrealized +47.0%
CAT Caterpillar Inc 0.3%
Value ($000) $798 Shares 8,605 Est. Cost $61.63 Unrealized +19.6%
Duke Energy 0.3%
Value ($000) $783 Shares 10,099 Est. Cost $67.52 Unrealized
VO Vanguard Mid Cap 0.3%
Value ($000) $782 Shares 5,945 Est. Cost $111.32 Unrealized
XLRE Real Estate Select SPDR 0.2%
Value ($000) $733 Shares 23,863 Est. Cost $32.76 Unrealized
VT Vanguard Total World 0.2%
Value ($000) $714 Shares 11,716 Est. Cost $55.99 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $710 Shares 14,162 Est. Cost $40.36 Unrealized -13.9%
Walgreen Boots 0.2%
Value ($000) $694 Shares 8,388 Est. Cost $84.56 Unrealized
CMCSA Comcast 0.2%
Value ($000) $682 Shares 9,884 Est. Cost $18.68 Unrealized +43.6%
Energy Transfer 0.2%
Value ($000) $669 Shares 18,702 Est. Cost $51.21 Unrealized
AJG AJ Gallagher Co 0.2%
Value ($000) $649 Shares 12,500 Est. Cost $33.49 Unrealized +30.0%
MA Mastercard 0.2%
Value ($000) $646 Shares 6,265 Est. Cost $73.08 Unrealized +34.5%
NEE Nextera Energy 0.2%
Value ($000) $643 Shares 5,387 Est. Cost $24.44 Unrealized -3.0%
HON Honeywell Intl 0.2%
Value ($000) $639 Shares 5,522 Est. Cost $56.26 Unrealized +49.7%
VGIT Vgrd Scottsdale Int Term Gov 0.2%
Value ($000) $637 Shares 9,980 Est. Cost $64.79 Unrealized
PSX Phillips 66 0.2%
Value ($000) $634 Shares 7,344 Est. Cost $40.44 Unrealized +45.1%
Mondelez 0.2%
Value ($000) $633 Shares 14,291 Est. Cost $32.45 Unrealized
WMT Walmart Stores 0.2%
Value ($000) $625 Shares 9,045 Est. Cost $20.12 Unrealized -1.0%
LEA Lear 0.2%
Value ($000) $620 Shares 4,689 Est. Cost $93.09 Unrealized +13.4%
ABT Abbott Labs 0.2%
Value ($000) $619 Shares 16,136 Est. Cost $29.57 Unrealized +13.8%
Powershares Buyback 0.2%
Value ($000) $607 Shares 12,035 Est. Cost $35.51 Unrealized
PCG PG&E Corp 0.2%
Value ($000) $606 Shares 9,988 Est. Cost $60.39 Unrealized -4.9%
GIS General Mills Inc 0.2%
Value ($000) $602 Shares 9,760 Est. Cost $31.98 Unrealized +40.3%
WFC Wells Fargo 0.2%
Value ($000) $600 Shares 10,891 Est. Cost $30.19 Unrealized +29.3%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $592 Shares 768 Est. Cost $36.14 Unrealized +7.0%
GSLC Goldman Sachs ETF Tr 0.2%
Value ($000) $575 Shares 12,983 Est. Cost $42.09 Unrealized
AXP Amer Express 0.2%
Value ($000) $574 Shares 7,753 Est. Cost $62.37 Unrealized -2.2%
IJH iShares S&P Mid 0.2%
Value ($000) $572 Shares 3,464 Est. Cost $146.40 Unrealized
EMN Eastman Chem 0.2%
Value ($000) $562 Shares 7,477 Est. Cost $47.81 Unrealized +11.6%
YUMC Yum China 0.2%
Value ($000) $558 Shares 21,398 Est. Cost $26.68 Unrealized 0.0%
AMZN Amazon com 0.2%
Value ($000) $556 Shares 742 Est. Cost $18.43 Unrealized +112.6%
AEP Amer Electric 0.2%
Value ($000) $553 Shares 8,788 Est. Cost $30.50 Unrealized +46.6%
VFC V F Corporation 0.2%
Value ($000) $548 Shares 10,273 Est. Cost $52.25 Unrealized -0.8%
DVY iShares Select Div 0.2%
Value ($000) $547 Shares 6,179 Est. Cost $85.88 Unrealized
META Facebook 0.2%
Value ($000) $542 Shares 4,713 Est. Cost $79.93 Unrealized +52.6%
SWK StanleyBlackDecker 0.2%
Value ($000) $530 Shares 4,626 Est. Cost $57.50 Unrealized +62.7%
Delta Air Lines 0.2%
Value ($000) $522 Shares 10,625 Est. Cost $47.31 Unrealized
Kellogg Company 0.2%
Value ($000) $521 Shares 7,072 Est. Cost $38.95 Unrealized +28.5%
Dow Chemical 0.2%
Value ($000) $520 Shares 9,097 Est. Cost $33.39 Unrealized
PPG PPG Ind 0.2%
Value ($000) $514 Shares 5,430 Est. Cost $76.91 Unrealized +4.9%
AFL Aflac Inc 0.2%
Value ($000) $507 Shares 7,293 Est. Cost $20.20 Unrealized +40.9%
GWW WW Grainger 0.2%
Value ($000) $501 Shares 2,160 Est. Cost $191.97 Unrealized +1.2%
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $499 Shares 630 Est. Cost $37.32 Unrealized +6.3%
TXT Textron 0.2%
Value ($000) $496 Shares 10,219 Est. Cost $29.31 Unrealized +46.9%
VOO Vanguard S&P 500 0.2%
Value ($000) $488 Shares 2,381 Est. Cost $183.76 Unrealized
Dunkin Brands 0.2%
Value ($000) $482 Shares 9,202 Est. Cost $43.11 Unrealized
VAW Vanguard Materials 0.2%
Value ($000) $480 Shares 4,275 Est. Cost $105.95 Unrealized
EXC Exelon Corporation 0.2%
Value ($000) $474 Shares 13,371 Est. Cost $15.74 Unrealized +9.5%
EMR Emerson Electric 0.2%
Value ($000) $464 Shares 8,334 Est. Cost $40.71 Unrealized +5.3%
BIV Vgrd Interm Bond 0.2%
Value ($000) $458 Shares 5,522 Est. Cost $82.94 Unrealized
VDC Vanguard Cons Spls 0.2%
Value ($000) $457 Shares 3,416 Est. Cost $121.08 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $455 Shares 5,430 Est. Cost $54.13 Unrealized +16.5%
LMT Lockheed Martin 0.1%
Value ($000) $437 Shares 1,749 Est. Cost $90.69 Unrealized +116.0%
Anheuser-Busch 0.1%
Value ($000) $437 Shares 4,150 Est. Cost $97.29 Unrealized
UAA Under Armour 0.1%
Value ($000) $434 Shares 14,961 Est. Cost $23.27 Unrealized +41.1%
VNQ Vanguarrd REIT 0.1%
Value ($000) $434 Shares 5,267 Est. Cost $84.74 Unrealized
XLB Materials Select SPDR 0.1%
Value ($000) $432 Shares 8,701 Est. Cost $44.84 Unrealized
MTB M&T Bank Corp 0.1%
Value ($000) $432 Shares 2,764 Est. Cost $73.19 Unrealized +42.1%
IEMG ishares Emerg Mkts 0.1%
Value ($000) $421 Shares 9,940 Est. Cost $42.35 Unrealized
BSV Vgrd Bd Short Term 0.1%
Value ($000) $419 Shares 5,277 Est. Cost $80.79 Unrealized
SHW Sherwin Williams 0.1%
Value ($000) $416 Shares 1,550 Est. Cost $86.89 Unrealized -6.4%
IBM IBM 0.1%
Value ($000) $410 Shares 2,475 Est. Cost $117.63 Unrealized -12.4%
VLO Valero Energy 0.1%
Value ($000) $408 Shares 5,980 Est. Cost $30.88 Unrealized +38.5%
SCHA Schwab US Sml Cap 0.1%
Value ($000) $408 Shares 6,640 Est. Cost $50.86 Unrealized
Blackrock Inc 0.1%
Value ($000) $401 Shares 1,054 Est. Cost $370.15 Unrealized
IWX iShares Russell 200 0.1%
Value ($000) $398 Shares 8,483 Est. Cost $41.61 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $388 Shares 4,985 Est. Cost $25.85 Unrealized +156.7%
MagellanMidstrm 0.1%
Value ($000) $382 Shares 5,060 Est. Cost $58.56 Unrealized
IP Intl Paper 0.1%
Value ($000) $381 Shares 7,181 Est. Cost $25.92 Unrealized +20.6%
ADP ADP 0.1%
Value ($000) $376 Shares 3,663 Est. Cost $45.09 Unrealized +70.2%
HSY Hershey 0.1%
Value ($000) $373 Shares 3,606 Est. Cost $75.17 Unrealized +5.7%
UA Under Armour 0.1%
Value ($000) $371 Shares 14,747 Est. Cost $37.39 Unrealized -26.0%
SunTrust Banks 0.1%
Value ($000) $369 Shares 6,735 Est. Cost $32.61 Unrealized
ITW Illinois Tool 0.1%
Value ($000) $368 Shares 3,012 Est. Cost $52.07 Unrealized +86.6%
SCHE Schwab Emrg Mkt 0.1%
Value ($000) $364 Shares 16,921 Est. Cost $21.36 Unrealized
VCR Vanguard ConsDiscr 0.1%
Value ($000) $363 Shares 2,824 Est. Cost $117.15 Unrealized
VWO Vguard Emer Mkt 0.1%
Value ($000) $356 Shares 9,976 Est. Cost $35.57 Unrealized
LNT Alliant Energy 0.1%
Value ($000) $354 Shares 9,361 Est. Cost $29.26 Unrealized -5.2%
CAG ConAgra 0.1%
Value ($000) $353 Shares 8,939 Est. Cost $16.07 Unrealized +67.1%
APH Amphenol Corp 0.1%
Value ($000) $352 Shares 5,250 Est. Cost $10.01 Unrealized +52.6%
GILD Gilead Sciences 0.1%
Value ($000) $342 Shares 4,784 Est. Cost $57.78 Unrealized -7.9%
OXY Occidental Petroleum 0.1%
Value ($000) $340 Shares 4,781 Est. Cost $58.36 Unrealized -5.8%
Blackstone Group 0.1%
Value ($000) $331 Shares 12,266 Est. Cost $23.20 Unrealized
TROW T Rowe Price Associates 0.1%
Value ($000) $328 Shares 4,370 Est. Cost $48.18 Unrealized +5.1%
Royal Dutch Shell 0.1%
Value ($000) $327 Shares 6,030 Est. Cost $63.79 Unrealized
PH Parker Hannifin 0.1%
Value ($000) $322 Shares 2,303 Est. Cost $78.61 Unrealized +47.1%
IUSG iShares Core US 0.1%
Value ($000) $313 Shares 7,302 Est. Cost $55.57 Unrealized
GS Goldman Sachs Grp 0.1%
Value ($000) $308 Shares 1,290 Est. Cost $133.80 Unrealized +25.4%
DE Deere 0.1%
Value ($000) $305 Shares 2,964 Est. Cost $68.00 Unrealized +19.7%
PowerShares Preferred 0.1%
Value ($000) $298 Shares 21,000 Est. Cost $14.19 Unrealized
Du Pont EI De Nemours 0.1%
Value ($000) $293 Shares 3,995 Est. Cost $66.38 Unrealized
LVS Las Vegas Sands 0.1%
Value ($000) $292 Shares 5,480 Est. Cost $46.19 Unrealized +1.4%
PNC PNC Financial 0.1%
Value ($000) $292 Shares 2,500 Est. Cost $63.28 Unrealized +21.9%
Powershares Active 0.1%
Value ($000) $292 Shares 2,701 Est. Cost $59.91 Unrealized
KHC Kraft Heinz 0.1%
Value ($000) $291 Shares 3,338 Est. Cost $58.03 Unrealized -2.7%
IXUS Ishares CoreMSCI 0.1%
Value ($000) $283 Shares 5,609 Est. Cost $53.48 Unrealized
KMI Kinder Morgan 0.1%
Value ($000) $276 Shares 13,344 Est. Cost $21.25 Unrealized -38.3%
Equity Commonwelth 0.1%
Value ($000) $274 Shares 9,088 Est. Cost $25.67 Unrealized
BND Vgrd Idx Total Bnd 0.1%
Value ($000) $270 Shares 3,342 Est. Cost $83.69 Unrealized
Raytheon 0.1%
Value ($000) $270 Shares 1,904 Est. Cost $125.27 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $267 Shares 4,102 Est. Cost $46.91 Unrealized +11.4%
CLX Clorox 0.1%
Value ($000) $266 Shares 2,222 Est. Cost $67.16 Unrealized +35.3%
GD General Dynamics 0.1%
Value ($000) $266 Shares 1,541 Est. Cost $115.47 Unrealized +16.1%
Medtronic Inc 0.1%
Value ($000) $265 Shares 3,731 Est. Cost $57.48 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $265 Shares 1,605 Est. Cost $138.96 Unrealized +4.1%
IGV iShares NA Tech 0.1%
Value ($000) $262 Shares 2,409 Est. Cost $85.83 Unrealized
MCHP Microchip Tech 0.1%
Value ($000) $258 Shares 4,025 Est. Cost $24.41 Unrealized +8.8%
IVOV Vguard Adm Mid Cap 0.1%
Value ($000) $252 Shares 2,289 Est. Cost $94.06 Unrealized
AMGN Amgen 0.1%
Value ($000) $252 Shares 1,723 Est. Cost $87.37 Unrealized +30.9%
INTU Intuit 0.1%
Value ($000) $252 Shares 2,200 Est. Cost $104.29 Unrealized +0.4%
ALK Alaska Air Group 0.1%
Value ($000) $246 Shares 2,775 Est. Cost $73.89 Unrealized 0.0%
Berkshire Htwy Cl A 0.1%
Value ($000) $244 Shares 100 Est. Cost $2066.67 Unrealized
HPE Hewlett Packard Ent 0.1%
Value ($000) $244 Shares 10,585 Est. Cost $9.43 Unrealized +8.5%
FE Firstenergy 0.1%
Value ($000) $244 Shares 7,883 Est. Cost $24.34 Unrealized -9.9%
PSA Public Storage 0.1%
Value ($000) $243 Shares 1,091 Est. Cost $136.81 Unrealized +7.3%
ROK Rockwell Automation 0.1%
Value ($000) $240 Shares 1,793 Est. Cost $84.54 Unrealized +27.5%
Time Warner 0.1%
Value ($000) $240 Shares 2,488 Est. Cost $96.46 Unrealized
Citigroup 0.1%
Value ($000) $238 Shares 4,005 Est. Cost $59.43 Unrealized
HP Inc 0.1%
Value ($000) $236 Shares 15,934 Est. Cost $15.38 Unrealized
FULT Fulton Financial 0.1%
Value ($000) $226 Shares 12,041 Est. Cost $8.52 Unrealized +38.1%
VV Vguard Lg Cap 0.1%
Value ($000) $225 Shares 2,201 Est. Cost $95.41 Unrealized
WY Weyerhauser 0.1%
Value ($000) $225 Shares 7,478 Est. Cost $21.93 Unrealized -1.1%
PAYX Paychex 0.1%
Value ($000) $224 Shares 3,683 Est. Cost $38.55 Unrealized +13.9%
Broadcom Ltd 0.1%
Value ($000) $220 Shares 1,248 Est. Cost $172.28 Unrealized
MINT Pimco Enhan Shrt Ma 0.1%
Value ($000) $216 Shares 3,120 Est. Cost $100.61 Unrealized
Express Scripts 0.1%
Value ($000) $211 Shares 3,072 Est. Cost $61.71 Unrealized
Enbridge Energy 0.1%
Value ($000) $205 Shares 8,054 Est. Cost $25.33 Unrealized
Reynolds American 0.1%
Value ($000) $203 Shares 3,636 Est. Cost $59.32 Unrealized
SCHZ Schwb US Bond 0.1%
Value ($000) $201 Shares 3,912 Est. Cost $51.38 Unrealized
Peoples United 0.1%
Value ($000) $198 Shares 10,268 Est. Cost $14.87 Unrealized
Blackrock Corp Hi Yld 0.0%
Value ($000) $150 Shares 13,905 Est. Cost $9.85 Unrealized
Frontier Comm 0.0%
Value ($000) $78 Shares 23,141 Est. Cost $4.73 Unrealized
Invesco Sr Inc Tst 0.0%
Value ($000) $53 Shares 11,543 Est. Cost $4.12 Unrealized
Groupon 0.0%
Value ($000) $43 Shares 13,075 Est. Cost $3.21 Unrealized