MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 6, 2018

Total Value ($000): $991,146 (100.0% shares, 0.0% debt)

Holdings (567)

MINIX MFS INTERNATIONAL VALUE 6.0%
Value ($000) $59,323 Shares 1,310,718 Est. Cost $35.73 Unrealized
BROADWAY BANCSHARES INC TEX COM 5.2%
Value ($000) $51,959 Shares 235,736 Est. Cost $193.86 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND I CL 4.5%
Value ($000) $44,970 Shares 1,030,732 Est. Cost $37.21 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.5%
Value ($000) $44,115 Shares 200,150 Est. Cost $193.28 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 2.3%
Value ($000) $23,146 Shares 1,312,840 Est. Cost $15.74 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.2%
Value ($000) $21,583 Shares 690,217 Est. Cost $25.81 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.1%
Value ($000) $21,226 Shares 2,058,744 Est. Cost $10.22 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 2.0%
Value ($000) $19,812 Shares 1,227,504 Est. Cost $13.92 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 2.0%
Value ($000) $19,777 Shares 460,669 Est. Cost $33.96 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY 1.5%
Value ($000) $15,226 Shares 213,111 Est. Cost $69.85 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 1.3%
Value ($000) $12,950 Shares 1,110,669 Est. Cost $11.84 Unrealized
GTEYX GATEWAY FUND 1.3%
Value ($000) $12,816 Shares 383,016 Est. Cost $30.83 Unrealized
AAPL APPLE INC. 1.3%
Value ($000) $12,597 Shares 74,437 Est. Cost $18.06 Unrealized +116.4%
T AT&T INC. 1.2%
Value ($000) $12,286 Shares 315,984 Est. Cost $11.80 Unrealized +29.2%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 1.2%
Value ($000) $12,236 Shares 217,768 Est. Cost $55.53 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $11,761 Shares 109,982 Est. Cost $39.70 Unrealized +104.9%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.1%
Value ($000) $11,293 Shares 330,027 Est. Cost $34.23 Unrealized
BLACKROCK INC 1.1%
Value ($000) $10,871 Shares 21,162 Est. Cost $270.33 Unrealized
LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES 1.1%
Value ($000) $10,656 Shares 911,555 Est. Cost $11.66 Unrealized
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $10,570 Shares 126,376 Est. Cost $53.68 Unrealized +6.4%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $10,485 Shares 75,044 Est. Cost $64.56 Unrealized +71.9%
MCD MCDONALDS CORP. 1.0%
Value ($000) $10,364 Shares 60,218 Est. Cost $73.87 Unrealized +87.7%
FNWFX AMERICAN NEW WORLD FUND F3 1.0%
Value ($000) $10,292 Shares 153,819 Est. Cost $64.81 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $9,924 Shares 259,134 Est. Cost $17.17 Unrealized +62.9%
UNITED TECHNOLOGIES INC 1.0%
Value ($000) $9,732 Shares 76,293 Est. Cost $94.63 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $9,152 Shares 73,102 Est. Cost $70.16 Unrealized +19.1%
GLD SPDR GOLD TRUST 0.9%
Value ($000) $8,624 Shares 69,750 Est. Cost $118.88 Unrealized
CCI CROWN CASTLE INTL CORP 0.9%
Value ($000) $8,566 Shares 77,168 Est. Cost $64.59 Unrealized +18.5%
PG PROCTER & GAMBLE CO. 0.8%
Value ($000) $8,353 Shares 90,919 Est. Cost $56.30 Unrealized +29.0%
IBM IBM 0.8%
Value ($000) $7,694 Shares 50,146 Est. Cost $105.97 Unrealized -3.6%
NVS NOVARTIS AG-ADR 0.8%
Value ($000) $7,621 Shares 90,770 Est. Cost $72.16 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.8%
Value ($000) $7,549 Shares 693,208 Est. Cost $11.02 Unrealized
MO ALTRIA GROUP INC. 0.8%
Value ($000) $7,536 Shares 105,537 Est. Cost $22.88 Unrealized +60.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.7%
Value ($000) $7,292 Shares 21,111 Est. Cost $210.09 Unrealized
CVS CVS HEALTH CORPORATION 0.7%
Value ($000) $7,213 Shares 99,477 Est. Cost $50.53 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $7,125 Shares 35,945 Est. Cost $111.32 Unrealized +70.6%
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $6,972 Shares 94,711 Est. Cost $36.03 Unrealized +100.2%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.7%
Value ($000) $6,654 Shares 640,953 Est. Cost $10.48 Unrealized
APH AMPHENOL CORP - CLASS A 0.7%
Value ($000) $6,640 Shares 75,620 Est. Cost $10.01 Unrealized +103.2%
OXY OCCIDENTAL PETROLEUM CORP. 0.7%
Value ($000) $6,556 Shares 89,014 Est. Cost $54.47 Unrealized +1.2%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.6%
Value ($000) $6,291 Shares 128,858 Est. Cost $49.14 Unrealized
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $6,267 Shares 73,263 Est. Cost $28.79 Unrealized +161.4%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 0.6%
Value ($000) $6,190 Shares 1,045,562 Est. Cost $5.95 Unrealized
ROST ROSS STORES INC 0.6%
Value ($000) $6,183 Shares 77,050 Est. Cost $39.76 Unrealized +62.2%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $6,096 Shares 5,787 Est. Cost $36.73 Unrealized +39.5%
DE DEERE & COMPANY 0.6%
Value ($000) $6,072 Shares 38,793 Est. Cost $68.07 Unrealized +81.8%
VFC VF CORPORATION 0.6%
Value ($000) $6,021 Shares 81,361 Est. Cost $49.50 Unrealized +33.5%
AQUA AMERICA INC. 0.6%
Value ($000) $6,001 Shares 152,974 Est. Cost $26.73 Unrealized
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.6%
Value ($000) $5,915 Shares 40,994 Est. Cost $48.63 Unrealized +115.2%
SLB SCHLUMBERGER LIMITED 0.6%
Value ($000) $5,899 Shares 87,526 Est. Cost $52.93 Unrealized -3.2%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $5,873 Shares 83,238 Est. Cost $52.21 Unrealized +18.4%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $5,809 Shares 92,866 Est. Cost $41.00 Unrealized +26.3%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.6%
Value ($000) $5,692 Shares 110,536 Est. Cost $32.13 Unrealized +18.9%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $5,685 Shares 52,882 Est. Cost $59.26 Unrealized +64.2%
ACN ACCENTURE PLC 0.6%
Value ($000) $5,669 Shares 37,029 Est. Cost $63.98 Unrealized +101.0%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,664 Shares 29,831 Est. Cost $83.66 Unrealized +124.1%
RAYTHEON COMPANY 0.6%
Value ($000) $5,533 Shares 29,451 Est. Cost $152.10 Unrealized
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,519 Shares 116,712 Est. Cost $28.26 Unrealized +53.9%
BK BANK OF NEW YORK MELLON CORP 0.5%
Value ($000) $5,417 Shares 100,575 Est. Cost $38.00 Unrealized +12.2%
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $5,404 Shares 40,295 Est. Cost $99.21 Unrealized +1.6%
META FACEBOOK INC 0.5%
Value ($000) $5,345 Shares 30,293 Est. Cost $122.29 Unrealized +43.5%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $5,311 Shares 45,466 Est. Cost $76.29 Unrealized +29.8%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $5,226 Shares 34,077 Est. Cost $76.35 Unrealized +48.5%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.5%
Value ($000) $5,126 Shares 476,852 Est. Cost $10.80 Unrealized
INTC INTEL CORPORATION 0.5%
Value ($000) $5,102 Shares 110,535 Est. Cost $18.68 Unrealized +95.6%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.5%
Value ($000) $5,077 Shares 533,306 Est. Cost $9.22 Unrealized
COST COSTCO WHOLESALE CORP. 0.5%
Value ($000) $5,000 Shares 26,866 Est. Cost $92.79 Unrealized +66.4%
CERNER CORPORATION 0.5%
Value ($000) $4,965 Shares 73,686 Est. Cost $59.20 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.5%
Value ($000) $4,940 Shares 1,310,193 Est. Cost $3.92 Unrealized
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.5%
Value ($000) $4,904 Shares 428,692 Est. Cost $11.42 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $4,789 Shares 46,216 Est. Cost $84.19 Unrealized +29.0%
AMGN AMGEN, INC 0.5%
Value ($000) $4,566 Shares 26,256 Est. Cost $126.96 Unrealized +8.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,558 Shares 86,097 Est. Cost $27.27 Unrealized +17.2%
PAYX PAYCHEX INC COM 0.4%
Value ($000) $4,411 Shares 64,778 Est. Cost $44.33 Unrealized +16.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,327 Shares 75,349 Est. Cost $45.58 Unrealized +4.0%
WMT WAL-MART, INC. 0.4%
Value ($000) $4,297 Shares 43,506 Est. Cost $17.58 Unrealized +52.5%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.4%
Value ($000) $4,198 Shares 98,080 Est. Cost $36.45 Unrealized -5.4%
KO COCA COLA CO. 0.4%
Value ($000) $4,036 Shares 87,976 Est. Cost $31.30 Unrealized +13.8%
MONSANTO CO. 0.4%
Value ($000) $3,961 Shares 33,922 Est. Cost $100.24 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $3,932 Shares 36,828 Est. Cost $157.67 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $3,924 Shares 32,720 Est. Cost $57.17 Unrealized +55.7%
PFE PFIZER INC 0.4%
Value ($000) $3,851 Shares 106,309 Est. Cost $17.06 Unrealized +39.5%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,742 Shares 39,383 Est. Cost $56.57 Unrealized +27.4%
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $3,717 Shares 90,077 Est. Cost $29.35 Unrealized +35.8%
EOG EOG RESOURCES INC 0.4%
Value ($000) $3,656 Shares 33,875 Est. Cost $65.78 Unrealized +14.6%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $3,653 Shares 115,544 Est. Cost $46.52 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $3,645 Shares 44,966 Est. Cost $50.92 Unrealized +10.8%
APD AIR PRODUCTS & CHEMICAL INC 0.4%
Value ($000) $3,643 Shares 22,201 Est. Cost $115.03 Unrealized +13.3%
HAS HASBRO, INC. 0.4%
Value ($000) $3,625 Shares 39,883 Est. Cost $31.12 Unrealized +126.1%
BB&T CORPORATION 0.4%
Value ($000) $3,478 Shares 69,961 Est. Cost $36.56 Unrealized
VGSLX VANGUARD REIT INDEX FUND ADMIRAL SHARES 0.3%
Value ($000) $3,439 Shares 29,255 Est. Cost $112.08 Unrealized
GIS GENERAL MILLS INC 0.3%
Value ($000) $3,400 Shares 57,346 Est. Cost $33.52 Unrealized +20.9%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $3,353 Shares 60,591 Est. Cost $40.93 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,337 Shares 27,662 Est. Cost $66.71 Unrealized +31.3%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $3,327 Shares 42,778 Est. Cost $53.37 Unrealized +0.0%
NSRGY NESTLE SA-SPONS ADR 0.3%
Value ($000) $3,287 Shares 38,217 Est. Cost $67.23 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $3,283 Shares 41,556 Est. Cost $63.82 Unrealized +3.8%
CA INC. 0.3%
Value ($000) $3,261 Shares 97,998 Est. Cost $28.85 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $3,257 Shares 230,511 Est. Cost $14.00 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.3%
Value ($000) $3,241 Shares 117,952 Est. Cost $42.47 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $3,222 Shares 57,258 Est. Cost $35.89 Unrealized +19.8%
SO SOUTHERN CO. 0.3%
Value ($000) $3,207 Shares 66,691 Est. Cost $27.64 Unrealized +31.9%
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.3%
Value ($000) $3,160 Shares 130,658 Est. Cost $27.11 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $3,072 Shares 25,781 Est. Cost $72.01 Unrealized +19.8%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.3%
Value ($000) $3,067 Shares 66,802 Est. Cost $34.99 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.3%
Value ($000) $2,998 Shares 12,145 Est. Cost $207.92 Unrealized
ALLERGAN PLC 0.3%
Value ($000) $2,904 Shares 17,751 Est. Cost $231.00 Unrealized
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $2,831 Shares 65,852 Est. Cost $45.91 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.3%
Value ($000) $2,756 Shares 23,969 Est. Cost $76.19 Unrealized +0.0%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $2,482 Shares 31,836 Est. Cost $59.35 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,438 Shares 80,192 Est. Cost $27.76 Unrealized
USSPX USAA S&P 500 INDEX FUND 0.2%
Value ($000) $2,382 Shares 62,684 Est. Cost $32.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,942 Shares 27,625 Est. Cost $58.06 Unrealized
DODGX DODGE & COX STOCK FUND 0.2%
Value ($000) $1,859 Shares 9,128 Est. Cost $147.11 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,809 Shares 28,875 Est. Cost $47.80 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.2%
Value ($000) $1,736 Shares 129,937 Est. Cost $13.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,696 Shares 16,619 Est. Cost $67.47 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,621 Shares 6,075 Est. Cost $176.62 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,583 Shares 126,532 Est. Cost $11.21 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.2%
Value ($000) $1,511 Shares 61,532 Est. Cost $24.64 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,494 Shares 6,348 Est. Cost $69.80 Unrealized +107.7%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,475 Shares 17,383 Est. Cost $77.99 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,386 Shares 9,850 Est. Cost $78.15 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $1,385 Shares 31,203 Est. Cost $44.24 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,374 Shares 621,939 Est. Cost $1.96 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,347 Shares 20,176 Est. Cost $49.37 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,345 Shares 6,102 Est. Cost $193.22 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,285 Shares 5,196 Est. Cost $150.75 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.1%
Value ($000) $1,183 Shares 13,383 Est. Cost $84.91 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,096 Shares 17,881 Est. Cost $29.00 Unrealized +60.2%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $1,027 Shares 164,349 Est. Cost $6.92 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $988 Shares 11,689 Est. Cost $44.85 Unrealized +67.9%
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $937 Shares 89,546 Est. Cost $10.48 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $920 Shares 879 Est. Cost $35.69 Unrealized +41.5%
PURZX PRUDENTIAL GLOBAL REAL EST-Z INST 0.1%
Value ($000) $865 Shares 35,706 Est. Cost $24.50 Unrealized
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.1%
Value ($000) $816 Shares 72,439 Est. Cost $10.41 Unrealized
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 0.1%
Value ($000) $787 Shares 35,781 Est. Cost $19.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $726 Shares 2,702 Est. Cost $250.07 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $717 Shares 9,333 Est. Cost $87.87 Unrealized
AME AMETEK INC (NEW) 0.1%
Value ($000) $663 Shares 9,150 Est. Cost $38.48 Unrealized +71.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $661 Shares 14,740 Est. Cost $39.27 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.1%
Value ($000) $661 Shares 15,329 Est. Cost $43.62 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $654 Shares 55,000 Est. Cost $11.91 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $569 Shares 23,367 Est. Cost $21.84 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $565 Shares 3,288 Est. Cost $92.30 Unrealized +13.5%
AMGIX AMERICAN CENTURY INCOME & GROWTH FD CL I 0.1%
Value ($000) $552 Shares 14,033 Est. Cost $32.01 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $551 Shares 5,994 Est. Cost $37.54 Unrealized +58.9%
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $550 Shares 52,551 Est. Cost $10.66 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $517 Shares 11,600 Est. Cost $51.65 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $500 Shares 2,392 Est. Cost $109.93 Unrealized +37.7%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $500 Shares 6,630 Est. Cost $47.16 Unrealized +27.8%
USTEX USAA TAX EXEMPT LONG TERM FUND 0.1%
Value ($000) $498 Shares 37,074 Est. Cost $13.35 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $493 Shares 49,313 Est. Cost $9.98 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $472 Shares 2,486 Est. Cost $150.84 Unrealized
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $471 Shares 3,525 Est. Cost $86.46 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $459 Shares 3,533 Est. Cost $71.42 Unrealized +22.2%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $446 Shares 2,498 Est. Cost $142.09 Unrealized -3.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $441 Shares 3,090 Est. Cost $77.41 Unrealized +49.5%
BURKE & HERBERT BANK & TRUST 0.0%
Value ($000) $420 Shares 160 Est. Cost $2170.07 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $414 Shares 7,590 Est. Cost $53.02 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $409 Shares 5,904 Est. Cost $58.77 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $394 Shares 5,537 Est. Cost $69.28 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $386 Shares 3,389 Est. Cost $46.07 Unrealized +92.2%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $381 Shares 11,434 Est. Cost $31.33 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $358 Shares 5,134 Est. Cost $43.39 Unrealized +22.8%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $356 Shares 30,550 Est. Cost $12.06 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.0%
Value ($000) $351 Shares 13,222 Est. Cost $32.25 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $349 Shares 2,178 Est. Cost $120.60 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $349 Shares 3,604 Est. Cost $40.37 Unrealized +65.7%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $330 Shares 2,820 Est. Cost $49.85 Unrealized +92.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $316 Shares 3,807 Est. Cost $78.64 Unrealized
NEXTIER, INC. 0.0%
Value ($000) $311 Shares 3,600 Est. Cost $83.06 Unrealized
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $310 Shares 6,058 Est. Cost $50.50 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $299 Shares 22,729 Est. Cost $13.15 Unrealized
PARSLEY ENERGY INC CLASS A 0.0%
Value ($000) $294 Shares 10,000 Est. Cost $27.80 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $292 Shares 30,042 Est. Cost $10.01 Unrealized
MAIRS & POWER GROWTH FUND 0.0%
Value ($000) $291 Shares 2,406 Est. Cost $115.36 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $291 Shares 4,561 Est. Cost $37.89 Unrealized +30.2%
POWERSHARES DB COMMODITY INDEX (PARTNERSHIP) 0.0%
Value ($000) $272 Shares 16,386 Est. Cost $15.38 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $260 Shares 4,251 Est. Cost $57.63 Unrealized
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $258 Shares 2,313 Est. Cost $118.20 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $250 Shares 2,533 Est. Cost $64.99 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $244 Shares 7,884 Est. Cost $16.78 Unrealized +48.3%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $238 Shares 11,969 Est. Cost $11.88 Unrealized +20.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $237 Shares 2,988 Est. Cost $79.68 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $226 Shares 1,326 Est. Cost $97.00 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $220 Shares 11,760 Est. Cost $15.15 Unrealized
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $219 Shares 13,920 Est. Cost $15.84 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $216 Shares 3,296 Est. Cost $40.80 Unrealized +30.2%
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $213 Shares 5,070 Est. Cost $40.48 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $211 Shares 3,080 Est. Cost $28.33 Unrealized +77.2%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $211 Shares 3,137 Est. Cost $68.16 Unrealized
ABEYX AMERICAN BEACON INTERNATIONAL EQUITY FD CL Y 0.0%
Value ($000) $210 Shares 9,666 Est. Cost $21.73 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $205 Shares 5,630 Est. Cost $46.33 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $198 Shares 672 Est. Cost $113.72 Unrealized +126.4%
WELL WELLTOWER INC 0.0%
Value ($000) $195 Shares 3,058 Est. Cost $49.33 Unrealized +2.2%
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 0.0%
Value ($000) $195 Shares 8,558 Est. Cost $22.79 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $186 Shares 2,206 Est. Cost $44.86 Unrealized +39.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $185 Shares 2,792 Est. Cost $61.15 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $175 Shares 1,777 Est. Cost $63.63 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $166 Shares 1,585 Est. Cost $42.26 Unrealized +93.5%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $164 Shares 1,650 Est. Cost $64.55 Unrealized +32.1%
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $163 Shares 11,865 Est. Cost $13.67 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $157 Shares 2,972 Est. Cost $50.26 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $155 Shares 2,102 Est. Cost $41.41 Unrealized +35.4%
V VISA INC 0.0%
Value ($000) $152 Shares 1,333 Est. Cost $75.19 Unrealized +38.8%
CB CHUBB LTD 0.0%
Value ($000) $151 Shares 1,034 Est. Cost $104.05 Unrealized +24.5%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $151 Shares 5,526 Est. Cost $26.30 Unrealized
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $150 Shares 44,900 Est. Cost $3.34 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $147 Shares 777 Est. Cost $106.68 Unrealized +32.8%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $146 Shares 3,035 Est. Cost $22.96 Unrealized +68.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $146 Shares 936 Est. Cost $14.87 Unrealized +112.1%
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $146 Shares 6,242 Est. Cost $20.74 Unrealized
LISIX LAZARD INTERNATIONAL STRATEGIC EQUITY PORT 0.0%
Value ($000) $143 Shares 9,098 Est. Cost $15.72 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $142 Shares 3,710 Est. Cost $37.83 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $139 Shares 2,442 Est. Cost $53.95 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $135 Shares 1,457 Est. Cost $42.04 Unrealized +86.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $132 Shares 1,593 Est. Cost $55.54 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $132 Shares 1,263 Est. Cost $61.16 Unrealized +27.0%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $130 Shares 7,403 Est. Cost $29.70 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $129 Shares 1,472 Est. Cost $86.53 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $126 Shares 1,961 Est. Cost $43.17 Unrealized +13.5%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $126 Shares 1,970 Est. Cost $63.96 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $124 Shares 2,303 Est. Cost $25.31 Unrealized +54.3%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $121 Shares 1,302 Est. Cost $50.93 Unrealized +39.9%
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $121 Shares 551 Est. Cost $122.76 Unrealized +51.6%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $119 Shares 572 Est. Cost $129.42 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $117 Shares 1,242 Est. Cost $52.49 Unrealized +54.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $115 Shares 857 Est. Cost $118.51 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $114 Shares 1,423 Est. Cost $53.08 Unrealized +5.5%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $114 Shares 919 Est. Cost $116.01 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $113 Shares 1,427 Est. Cost $79.91 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $113 Shares 2,052 Est. Cost $40.15 Unrealized -1.2%
GLW CORNING INCORPORATED 0.0%
Value ($000) $113 Shares 3,538 Est. Cost $23.12 Unrealized +9.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $112 Shares 1,190 Est. Cost $66.39 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $110 Shares 719 Est. Cost $131.75 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $110 Shares 1,314 Est. Cost $83.84 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $108 Shares 607 Est. Cost $177.92 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $108 Shares 1,720 Est. Cost $61.05 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $108 Shares 9,277 Est. Cost $11.80 Unrealized
CIGNA CORPORATION 0.0%
Value ($000) $107 Shares 525 Est. Cost $74.23 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $104 Shares 475 Est. Cost $64.01 Unrealized +221.5%
CAT CATERPILLAR INC. 0.0%
Value ($000) $103 Shares 655 Est. Cost $78.45 Unrealized +48.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $101 Shares 1,769 Est. Cost $46.45 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $101 Shares 1,547 Est. Cost $43.13 Unrealized +11.4%
MET METLIFE INC 0.0%
Value ($000) $100 Shares 1,968 Est. Cost $27.25 Unrealized +46.4%
IDA IDACORP INC 0.0%
Value ($000) $100 Shares 1,093 Est. Cost $93.46 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $99 Shares 1,533 Est. Cost $33.58 Unrealized +66.1%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $98 Shares 923 Est. Cost $51.49 Unrealized +35.1%
KEY KEYCORP 0.0%
Value ($000) $97 Shares 4,826 Est. Cost $7.76 Unrealized +68.4%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $96 Shares 510 Est. Cost $180.39 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $96 Shares 3,143 Est. Cost $22.59 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $95 Shares 1,176 Est. Cost $68.03 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $94 Shares 946 Est. Cost $59.95 Unrealized +32.3%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $94 Shares 603 Est. Cost $196.39 Unrealized -29.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $93 Shares 3,149 Est. Cost $14.39 Unrealized +58.3%
JAGIX JANUS HENDERSON GROWTH & INCOME FD CL T 0.0%
Value ($000) $91 Shares 1,646 Est. Cost $40.08 Unrealized
AMZN AMAZON.COM INC. 0.0%
Value ($000) $91 Shares 78 Est. Cost $39.64 Unrealized +38.8%
CLX CLOROX COMPANY 0.0%
Value ($000) $89 Shares 600 Est. Cost $64.17 Unrealized +67.6%
SYK STRYKER CORP 0.0%
Value ($000) $89 Shares 573 Est. Cost $112.86 Unrealized +23.7%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $88 Shares 1,267 Est. Cost $54.39 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $88 Shares 1,208 Est. Cost $83.25 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $88 Shares 714 Est. Cost $101.12 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $88 Shares 495 Est. Cost $91.20 Unrealized +51.6%
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $87 Shares 2,384 Est. Cost $36.07 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $83 Shares 1,400 Est. Cost $23.45 Unrealized +107.3%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $83 Shares 4,200 Est. Cost $19.05 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $82 Shares 9,654 Est. Cost $8.57 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $81 Shares 6,143 Est. Cost $11.90 Unrealized
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $79 Shares 4,931 Est. Cost $12.41 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $78 Shares 1,606 Est. Cost $33.72 Unrealized +11.1%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $77 Shares 4,658 Est. Cost $16.31 Unrealized
SWMIX LAUDUS INTERNATIONAL MARKET MASTERS 0.0%
Value ($000) $76 Shares 2,883 Est. Cost $26.36 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $75 Shares 845 Est. Cost $45.38 Unrealized +67.7%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $75 Shares 1,063 Est. Cost $31.36 Unrealized +60.5%
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $74 Shares 546 Est. Cost $89.09 Unrealized
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 0.0%
Value ($000) $74 Shares 3,705 Est. Cost $19.87 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $73 Shares 1,310 Est. Cost $53.20 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $72 Shares 368 Est. Cost $88.94 Unrealized +84.3%
UIEMX USAA EMERGING MARKETS FUND 0.0%
Value ($000) $72 Shares 3,564 Est. Cost $20.20 Unrealized
AHLIX AMERICAN BEACON AHL MANAGED -INST 0.0%
Value ($000) $70 Shares 6,590 Est. Cost $10.62 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $70 Shares 815 Est. Cost $52.80 Unrealized +37.1%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $69 Shares 417 Est. Cost $64.10 Unrealized +104.1%
SPDR BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $69 Shares 1,881 Est. Cost $37.07 Unrealized
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $69 Shares 392 Est. Cost $58.98 Unrealized +191.7%
CSX CSX CORP. 0.0%
Value ($000) $68 Shares 1,235 Est. Cost $6.84 Unrealized +131.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $66 Shares 3,645 Est. Cost $18.90 Unrealized -39.7%
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $66 Shares 996 Est. Cost $62.95 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $66 Shares 2,756 Est. Cost $19.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $65 Shares 876 Est. Cost $41.70 Unrealized +35.4%
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $64 Shares 1,828 Est. Cost $35.01 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $62 Shares 576 Est. Cost $32.34 Unrealized +37.8%
GUGGENHEIM S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $62 Shares 405 Est. Cost $128.40 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $61 Shares 2,186 Est. Cost $20.54 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $58 Shares 1,090 Est. Cost $32.07 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $57 Shares 1,446 Est. Cost $24.52 Unrealized -4.9%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $57 Shares 1,035 Est. Cost $46.38 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $56 Shares 1,431 Est. Cost $15.77 Unrealized +37.4%
GUGGENHEIM S&P EQUAL WEIGHT ETF 0.0%
Value ($000) $56 Shares 556 Est. Cost $80.94 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $55 Shares 1,721 Est. Cost $30.80 Unrealized
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $55 Shares 865 Est. Cost $23.53 Unrealized +27.3%
HSBC HOLDINGS PLC 8.125 PERCENT PFD 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $25.50 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $54 Shares 1,332 Est. Cost $21.03 Unrealized +54.4%
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $53 Shares 1,318 Est. Cost $28.04 Unrealized +9.4%
CRANE CO 0.0%
Value ($000) $52 Shares 578 Est. Cost $58.54 Unrealized
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $52 Shares 15 Est. Cost $1502.02 Unrealized
MERIDIAN BANCORP INC 0.0%
Value ($000) $50 Shares 2,432 Est. Cost $13.48 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $49 Shares 300 Est. Cost $107.20 Unrealized
BWZ SPDR BARCLAYS CAPITAL SHORT TERM INTL TREAS 0.0%
Value ($000) $48 Shares 1,488 Est. Cost $31.82 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $48 Shares 333 Est. Cost $57.67 Unrealized +97.6%
BEXIX BARON EMERGING MARKETS-INS 0.0%
Value ($000) $47 Shares 3,041 Est. Cost $14.47 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $47 Shares 617 Est. Cost $30.94 Unrealized +4.7%
FNF FNF GROUP 0.0%
Value ($000) $46 Shares 1,181 Est. Cost $16.74 Unrealized +55.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $46 Shares 463 Est. Cost $99.99 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $45 Shares 397 Est. Cost $26.31 Unrealized +39.5%
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $45 Shares 2,110 Est. Cost $18.37 Unrealized
MFBFX MFS BOND FUND-A 0.0%
Value ($000) $45 Shares 3,185 Est. Cost $14.13 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $45 Shares 221 Est. Cost $88.49 Unrealized +92.5%
CELGENE CORPORATION 0.0%
Value ($000) $45 Shares 435 Est. Cost $121.20 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.0%
Value ($000) $44 Shares 587 Est. Cost $62.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $43 Shares 139 Est. Cost $80.31 Unrealized +227.5%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $43 Shares 749 Est. Cost $31.99 Unrealized +14.7%
USHYX USAA HIGH YIELD OPPORTUNITIES FUND 0.0%
Value ($000) $42 Shares 5,161 Est. Cost $8.14 Unrealized
LIBERTY ALL STAR GROWTH FUND INC 0.0%
Value ($000) $42 Shares 7,495 Est. Cost $4.54 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $41 Shares 1,953 Est. Cost $20.78 Unrealized 0.0%
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $41 Shares 3,720 Est. Cost $11.02 Unrealized
WIP SPDR CITI INTL GOVT INFLATION-PROTECTED ETF 0.0%
Value ($000) $40 Shares 700 Est. Cost $62.03 Unrealized
BARCLAYS BANK PLC 8.125 PFD 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $26.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $39 Shares 182 Est. Cost $131.93 Unrealized +40.6%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $39 Shares 122 Est. Cost $119.86 Unrealized +111.6%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $39 Shares 266 Est. Cost $135.00 Unrealized
POWERSHARES DYNAMIC LARGE CAP VAULT PORTFOLIO 0.0%
Value ($000) $38 Shares 980 Est. Cost $33.67 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $38 Shares 828 Est. Cost $45.89 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $37 Shares 577 Est. Cost $64.12 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $37 Shares 1,785 Est. Cost $20.73 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $37 Shares 1,389 Est. Cost $25.71 Unrealized
DISVX DFA INTL SMALL CAP VALUE PT 0.0%
Value ($000) $37 Shares 1,632 Est. Cost $18.93 Unrealized
ACINX COLUMBIA ACORN INTERNATIONAL CL I 0.0%
Value ($000) $36 Shares 766 Est. Cost $47.00 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $36 Shares 238 Est. Cost $120.43 Unrealized +18.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $35 Shares 494 Est. Cost $53.94 Unrealized +3.6%
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $35 Shares 500 Est. Cost $42.20 Unrealized +33.2%
MS MORGAN STANLEY DEAN WITTER & CO. 0.0%
Value ($000) $35 Shares 666 Est. Cost $36.57 Unrealized +8.6%
CME CME GROUP INC 0.0%
Value ($000) $35 Shares 240 Est. Cost $71.12 Unrealized +48.3%
FDX FEDEX CORPORATION 0.0%
Value ($000) $35 Shares 139 Est. Cost $142.81 Unrealized +39.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $34 Shares 300 Est. Cost $96.67 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $34 Shares 600 Est. Cost $36.74 Unrealized +31.0%
361 CAPITAL MANAGED FUTURES STRATEGY 0.0%
Value ($000) $33 Shares 2,827 Est. Cost $11.90 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $32 Shares 463 Est. Cost $47.34 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $31 Shares 393 Est. Cost $62.84 Unrealized +3.4%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $31 Shares 75 Est. Cost $59.77 Unrealized +104.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $31 Shares 286 Est. Cost $76.82 Unrealized +27.2%
STT STATE STREET CORP 0.0%
Value ($000) $30 Shares 308 Est. Cost $57.68 Unrealized +29.0%
GAP GAP INCORPORATED 0.0%
Value ($000) $29 Shares 866 Est. Cost $18.49 Unrealized +21.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $29 Shares 115 Est. Cost $134.82 Unrealized +52.2%
CSRSX COHEN & STEERS REALTY SHARES 0.0%
Value ($000) $29 Shares 442 Est. Cost $66.80 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FD-CL A 0.0%
Value ($000) $29 Shares 650 Est. Cost $44.62 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $29 Shares 838 Est. Cost $34.61 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $29 Shares 476 Est. Cost $43.28 Unrealized
FGFLX FEDERATED INTERNATIONAL LEADERS FUND-IS 0.0%
Value ($000) $29 Shares 767 Est. Cost $37.81 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $28 Shares 300 Est. Cost $86.67 Unrealized
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $28 Shares 241 Est. Cost $53.99 Unrealized +73.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 389 Est. Cost $69.25 Unrealized
SGENX FIRST EAGLE GLOBAL CL A 0.0%
Value ($000) $28 Shares 476 Est. Cost $58.82 Unrealized
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $28 Shares 1,944 Est. Cost $13.71 Unrealized
THE PRICELINE GROUP INC 0.0%
Value ($000) $28 Shares 16 Est. Cost $1835.94 Unrealized
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $27 Shares 249 Est. Cost $55.56 Unrealized +63.7%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $27 Shares 164 Est. Cost $92.94 Unrealized +47.3%
FTV FORTIVE CORP 0.0%
Value ($000) $27 Shares 381 Est. Cost $30.87 Unrealized +43.5%
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $26 Shares 730 Est. Cost $33.33 Unrealized +8.6%
FISV FISERV, INC. 0.0%
Value ($000) $26 Shares 200 Est. Cost $40.59 Unrealized +59.1%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $26 Shares 202 Est. Cost $73.67 Unrealized +47.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $174.47 Unrealized +40.2%
PSX PHILLIPS 66 0.0%
Value ($000) $26 Shares 259 Est. Cost $48.31 Unrealized +43.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 350 Est. Cost $55.83 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 322 Est. Cost $66.92 Unrealized
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $25 Shares 201 Est. Cost $92.16 Unrealized -6.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 352 Est. Cost $45.83 Unrealized +16.9%
HANESBRANDS INC 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $30.99 Unrealized
SEMNX SCHRODER EMERGING MARKET EQUITY FUND 0.0%
Value ($000) $25 Shares 1,493 Est. Cost $16.74 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $25 Shares 2,284 Est. Cost $10.95 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $105.00 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $25 Shares 168 Est. Cost $115.97 Unrealized
AQMNX AQR MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $25 Shares 2,754 Est. Cost $9.08 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $24 Shares 312 Est. Cost $51.45 Unrealized
FGIYX NUVEEN GLOBAL INFRASTRUCT 0.0%
Value ($000) $24 Shares 2,236 Est. Cost $11.18 Unrealized
MDLVX BLACKROCK ADVANTAGE LARGE CAP VALUE FD CL A 0.0%
Value ($000) $24 Shares 838 Est. Cost $28.64 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $23 Shares 452 Est. Cost $36.07 Unrealized +16.8%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $23 Shares 441 Est. Cost $52.15 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS ST MUNI 0.0%
Value ($000) $23 Shares 477 Est. Cost $48.22 Unrealized
CEDAR FAIR, L.P. 0.0%
Value ($000) $23 Shares 350 Est. Cost $48.57 Unrealized
HEMZX VIRTUS VNTBL EM MKTS OPP-A 0.0%
Value ($000) $23 Shares 1,999 Est. Cost $11.51 Unrealized
USIBX USAA INTERMEDIATE TERM BOND FUND 0.0%
Value ($000) $21 Shares 1,934 Est. Cost $10.86 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 0.0%
Value ($000) $21 Shares 378 Est. Cost $55.56 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $38.93 Unrealized +34.4%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $20 Shares 498 Est. Cost $41.84 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $20 Shares 1,358 Est. Cost $14.75 Unrealized
APDKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $20 Shares 525 Est. Cost $33.12 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $19 Shares 203 Est. Cost $73.69 Unrealized
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $19 Shares 495 Est. Cost $19.16 Unrealized +65.1%
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $19 Shares 1,595 Est. Cost $11.29 Unrealized
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $19 Shares 333 Est. Cost $43.95 Unrealized
AETNA INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $18 Shares 680 Est. Cost $26.47 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $18 Shares 345 Est. Cost $43.48 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $18 Shares 365 Est. Cost $42.07 Unrealized -13.7%
HPQ HP INC 0.0%
Value ($000) $18 Shares 851 Est. Cost $14.79 Unrealized +9.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $18 Shares 598 Est. Cost $16.22 Unrealized +32.6%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $45.93 Unrealized +14.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $17 Shares 98 Est. Cost $128.56 Unrealized +18.2%
BUCKEYE PARTNERS, L.P. 0.0%
Value ($000) $17 Shares 350 Est. Cost $48.57 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $16 Shares 361 Est. Cost $44.32 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $16 Shares 178 Est. Cost $78.65 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $16 Shares 238 Est. Cost $62.08 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $16 Shares 2,700 Est. Cost $5.56 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $16 Shares 535 Est. Cost $25.48 Unrealized
WESTAR ENERGY INC. 0.0%
Value ($000) $16 Shares 300 Est. Cost $33.33 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $16 Shares 559 Est. Cost $25.86 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $16 Shares 143 Est. Cost $90.91 Unrealized
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $16 Shares 183 Est. Cost $77.40 Unrealized
DELL TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 182 Est. Cost $59.59 Unrealized
JPMORGAN GLOBAL RESEARCH ENHANCED INDEX 0.0%
Value ($000) $15 Shares 641 Est. Cost $18.72 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $87.75 Unrealized +38.9%
POWERSHARES S&P EMERGING MARKETS LOW VO 0.0%
Value ($000) $15 Shares 607 Est. Cost $24.71 Unrealized
PRAXAIR INC. 0.0%
Value ($000) $15 Shares 100 Est. Cost $121.68 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $15 Shares 465 Est. Cost $29.03 Unrealized +21.7%
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $15 Shares 388 Est. Cost $39.86 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $15 Shares 188 Est. Cost $45.95 Unrealized +48.5%
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $15 Shares 521 Est. Cost $21.11 Unrealized
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $15 Shares 396 Est. Cost $37.88 Unrealized
BROADCOM LTD 0.0%
Value ($000) $14 Shares 55 Est. Cost $183.47 Unrealized
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $14 Shares 206 Est. Cost $63.78 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $29.79 Unrealized +58.5%
TOTAL SA-SPON ADR 0.0%
Value ($000) $14 Shares 260 Est. Cost $53.85 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $14 Shares 147 Est. Cost $61.60 Unrealized +23.0%
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $14 Shares 165 Est. Cost $70.26 Unrealized -7.1%
SWISX SCHWAB INTERNATIONAL INDEX-SE 0.0%
Value ($000) $14 Shares 660 Est. Cost $16.67 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $14 Shares 175 Est. Cost $29.04 Unrealized +6.4%
BCE BCE INC 0.0%
Value ($000) $14 Shares 284 Est. Cost $27.00 Unrealized +6.6%
ECL ECOLAB INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.98 Unrealized +11.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 270 Est. Cost $38.48 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $112.62 Unrealized -4.0%
APACHE CORP COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $40.08 Unrealized +22.2%
BP BP PLC SPONS ADR 0.0%
Value ($000) $13 Shares 292 Est. Cost $41.13 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $13 Shares 165 Est. Cost $84.85 Unrealized
STATOIL ASA - SPON ADR 0.0%
Value ($000) $13 Shares 606 Est. Cost $21.45 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $13 Shares 655 Est. Cost $18.02 Unrealized
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $13 Shares 47 Est. Cost $248.97 Unrealized +7.8%
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.0%
Value ($000) $13 Shares 1,215 Est. Cost $11.11 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $12 Shares 301 Est. Cost $28.01 Unrealized 0.0%
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $12 Shares 883 Est. Cost $13.59 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $12 Shares 112 Est. Cost $54.53 Unrealized +16.4%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.15 Unrealized -0.9%
OSK OSHKOSH TRUCK CORPORATION 0.0%
Value ($000) $12 Shares 129 Est. Cost $64.32 Unrealized +19.6%
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $12 Shares 182 Est. Cost $42.28 Unrealized +3.9%
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $12 Shares 207 Est. Cost $44.64 Unrealized
SHIRE PLC ADR 0.0%
Value ($000) $12 Shares 80 Est. Cost $187.98 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $12 Shares 417 Est. Cost $21.08 Unrealized +7.9%
WELLCARE HEALTH PLANS INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $163.64 Unrealized
TSN TYSON FOODS INC - CL A 0.0%
Value ($000) $11 Shares 137 Est. Cost $51.13 Unrealized +20.2%
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $11 Shares 840 Est. Cost $12.18 Unrealized
C R BARD 0.0%
Value ($000) $11 Shares 33 Est. Cost $242.42 Unrealized
ANNALY MORTGAGE MANAGEMENT 0.0%
Value ($000) $11 Shares 895 Est. Cost $12.29 Unrealized
XPRTX INVESCO SENIOR LOAN-IB 0.0%
Value ($000) $10 Shares 1,495 Est. Cost $6.02 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC 0.0%
Value ($000) $10 Shares 67 Est. Cost $135.28 Unrealized +11.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $10 Shares 163 Est. Cost $46.83 Unrealized +3.5%
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $10 Shares 172 Est. Cost $39.96 Unrealized 0.0%
WELLS FARGO ASIA PACIFIC FUND-A 0.0%
Value ($000) $9 Shares 610 Est. Cost $14.75 Unrealized
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $9 Shares 325 Est. Cost $28.62 Unrealized
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $9 Shares 1,262 Est. Cost $10.07 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $9 Shares 96 Est. Cost $44.57 Unrealized +14.2%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $9 Shares 237 Est. Cost $34.97 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $9 Shares 129 Est. Cost $59.43 Unrealized +13.8%
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $9 Shares 86 Est. Cost $78.93 Unrealized +27.6%
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $9 Shares 59 Est. Cost $127.28 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $9 Shares 256 Est. Cost $30.79 Unrealized 0.0%
ABSOLUTE STRATEGIES FUND CL I 0.0%
Value ($000) $9 Shares 1,118 Est. Cost $11.14 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $9 Shares 238 Est. Cost $30.31 Unrealized -10.0%
WILLIAMS PARTNERS LP 0.0%
Value ($000) $9 Shares 221 Est. Cost $40.72 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $8 Shares 149 Est. Cost $55.35 Unrealized 0.0%
YORW YORK WATER CO 0.0%
Value ($000) $8 Shares 248 Est. Cost $19.17 Unrealized +55.4%
VECTREN CORPORATION 0.0%
Value ($000) $8 Shares 130 Est. Cost $34.16 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.69 Unrealized +38.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $8 Shares 85 Est. Cost $76.85 Unrealized 0.0%
SCANA CORP NEW COM 0.0%
Value ($000) $8 Shares 189 Est. Cost $48.61 Unrealized
CBS CORPORATION - CLASS B 0.0%
Value ($000) $8 Shares 132 Est. Cost $60.61 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $8 Shares 42 Est. Cost $190.48 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $7 Shares 45 Est. Cost $133.33 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 140 Est. Cost $51.79 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $7 Shares 70 Est. Cost $60.83 Unrealized +12.0%
FAST FASTENAL COMPANY 0.0%
Value ($000) $7 Shares 127 Est. Cost $8.97 Unrealized +12.0%
TAMALE BLANCA, INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $7 Shares 196 Est. Cost $19.52 Unrealized +31.3%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $7 Shares 127 Est. Cost $42.84 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $7 Shares 216 Est. Cost $18.59 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $7 Shares 131 Est. Cost $39.89 Unrealized +16.8%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $7 Shares 21 Est. Cost $331.83 Unrealized +2.4%
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $7 Shares 57 Est. Cost $121.22 Unrealized 0.0%
CYPRESS SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $7 Shares 464 Est. Cost $15.09 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.31 Unrealized +16.1%
ROG ROGERS CORPORATION 0.0%
Value ($000) $6 Shares 40 Est. Cost $81.75 Unrealized +84.4%
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $6 Shares 73 Est. Cost $89.89 Unrealized
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $6 Shares 174 Est. Cost $28.18 Unrealized -9.3%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $6 Shares 168 Est. Cost $32.46 Unrealized 0.0%
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $6 Shares 105 Est. Cost $53.15 Unrealized
NWL NEWELL RUBBERMAID INC. 0.0%
Value ($000) $6 Shares 201 Est. Cost $32.19 Unrealized -26.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $6 Shares 446 Est. Cost $8.87 Unrealized -9.6%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $6 Shares 98 Est. Cost $32.24 Unrealized +47.3%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $97.74 Unrealized
LUBY'S INC 0.0%
Value ($000) $6 Shares 2,097 Est. Cost $8.44 Unrealized
LEA LEAR CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $128.24 Unrealized +16.3%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $125.00 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $5 Shares 79 Est. Cost $63.29 Unrealized
USSBX USAA SHORT TERM BOND FUND 0.0%
Value ($000) $5 Shares 554 Est. Cost $9.03 Unrealized
WKC WORLD FUEL SERVICES CORPORATION 0.0%
Value ($000) $5 Shares 177 Est. Cost $35.66 Unrealized -15.4%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $5 Shares 61 Est. Cost $58.49 Unrealized 0.0%
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $5 Shares 64 Est. Cost $78.13 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $56.18 Unrealized
CSL CARLISLE COMPANIES INCORPORATED 0.0%
Value ($000) $5 Shares 44 Est. Cost $98.52 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $5 Shares 103 Est. Cost $41.17 Unrealized +20.0%
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $5 Shares 97 Est. Cost $38.09 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $5 Shares 210 Est. Cost $20.72 Unrealized 0.0%
NORDSTROM, INC. 0.0%
Value ($000) $4 Shares 86 Est. Cost $64.79 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $53.61 Unrealized +33.8%
HUM HUMANA INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $191.96 Unrealized +20.1%
DOMTAR CORPORATION 0.0%
Value ($000) $4 Shares 72 Est. Cost $41.67 Unrealized
CTRA CABOT OIL & GAS CORPORATION 0.0%
Value ($000) $4 Shares 134 Est. Cost $20.15 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $33.70 Unrealized +158.0%
NUVASIVE INC 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $4 Shares 128 Est. Cost $25.58 Unrealized
PPC PILGRIM'S PRIDE CORPORATION 0.0%
Value ($000) $4 Shares 113 Est. Cost $26.31 Unrealized +24.1%
LAM RESEARCH CORPORATION 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $97.69 Unrealized +13.1%
BRSL INTERNATIONAL GAME TECHNOLOGY PLC 0.0%
Value ($000) $4 Shares 153 Est. Cost $12.56 Unrealized +26.4%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $211.60 Unrealized 0.0%
E ENI S.P.A.-SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.86 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.62 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $3 Shares 45 Est. Cost $38.47 Unrealized +17.2%
HOLX HOLOGIC INC 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.89 Unrealized 0.0%
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
JUNO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 98 Est. Cost $33.15 Unrealized
SUNTRUST BANK INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $32.00 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $50.50 Unrealized +57.5%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.00 Unrealized
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $2 Shares 108 Est. Cost $18.52 Unrealized
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.58 Unrealized +6.0%
BLUE BUFFALO PET PRODUCTS INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $2 Shares 152 Est. Cost $10.30 Unrealized
CBT CABOT CORPORATION 0.0%
Value ($000) $2 Shares 37 Est. Cost $43.46 Unrealized +13.1%
CDK GLOBAL INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $61.81 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
INGERSOLL-RAND PLC 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.05 Unrealized +12.5%
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $53.87 Unrealized -33.6%
SYY SYSCO CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.61 Unrealized +86.2%
SANOFI CONTINGENT VALUE RIGHTS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.52 Unrealized -20.5%
PCG P G & E CORPORATION 0.0%
Value ($000) $0 Shares 10 Est. Cost $67.23 Unrealized -17.6%