MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $903,646 (100.0% shares, 0.0% debt)

Holdings (580)

BROADWAY BANCSHARES INC TEX COM 5.8%
Value ($000) $52,056 Shares 235,736 Est. Cost $193.86 Unrealized
MINIX MFS INTERNATIONAL VALUE 5.7%
Value ($000) $51,939 Shares 1,316,256 Est. Cost $35.78 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.9%
Value ($000) $44,197 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 3.6%
Value ($000) $32,828 Shares 1,700,092 Est. Cost $19.32 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 3.1%
Value ($000) $28,191 Shares 2,102,193 Est. Cost $15.36 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.4%
Value ($000) $21,709 Shares 2,268,365 Est. Cost $10.21 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 2.1%
Value ($000) $19,179 Shares 510,342 Est. Cost $34.64 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 2.0%
Value ($000) $18,090 Shares 1,334,009 Est. Cost $13.92 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 1.6%
Value ($000) $14,396 Shares 1,238,862 Est. Cost $11.82 Unrealized
GTEYX GATEWAY FUND 1.5%
Value ($000) $13,562 Shares 428,774 Est. Cost $31.06 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY 1.4%
Value ($000) $12,774 Shares 230,164 Est. Cost $70.08 Unrealized
LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES 1.3%
Value ($000) $11,772 Shares 1,061,457 Est. Cost $11.65 Unrealized
MSFT MICROSOFT CORPORATION 1.2%
Value ($000) $10,872 Shares 107,045 Est. Cost $52.49 Unrealized +90.5%
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $10,312 Shares 237,982 Est. Cost $17.17 Unrealized +115.0%
AAPL APPLE INC. 1.1%
Value ($000) $10,250 Shares 64,977 Est. Cost $18.06 Unrealized +154.8%
MCD MCDONALDS CORP. 1.1%
Value ($000) $10,178 Shares 57,317 Est. Cost $74.80 Unrealized +100.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $9,991 Shares 77,422 Est. Cost $66.02 Unrealized +72.9%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $9,927 Shares 101,695 Est. Cost $39.70 Unrealized +120.5%
SBUX STARBUCKS CORP 1.0%
Value ($000) $9,471 Shares 147,059 Est. Cost $45.50 Unrealized +17.9%
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $9,051 Shares 132,727 Est. Cost $53.83 Unrealized +4.8%
FNWFX AMERICAN NEW WORLD FUND F3 1.0%
Value ($000) $8,969 Shares 156,497 Est. Cost $64.79 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $8,685 Shares 94,208 Est. Cost $68.70 Unrealized -5.7%
CCI CROWN CASTLE INTL CORP 1.0%
Value ($000) $8,680 Shares 79,906 Est. Cost $64.77 Unrealized +25.1%
GLD SPDR GOLD TRUST 0.9%
Value ($000) $8,534 Shares 70,383 Est. Cost $118.94 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $8,371 Shares 76,943 Est. Cost $71.01 Unrealized +19.3%
BLACKROCK INC 0.9%
Value ($000) $8,054 Shares 20,502 Est. Cost $277.12 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.8%
Value ($000) $7,312 Shares 673,296 Est. Cost $11.01 Unrealized
CVS CVS HEALTH CORPORATION 0.8%
Value ($000) $7,223 Shares 110,233 Est. Cost $50.78 Unrealized +16.9%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 0.8%
Value ($000) $7,177 Shares 296,443 Est. Cost $34.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value ($000) $6,946 Shares 34,017 Est. Cost $111.32 Unrealized +87.6%
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $6,387 Shares 75,960 Est. Cost $36.03 Unrealized +130.6%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.7%
Value ($000) $6,173 Shares 137,081 Est. Cost $55.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $5,973 Shares 26,689 Est. Cost $83.66 Unrealized +175.2%
LLY ELI LILLY & CO 0.7%
Value ($000) $5,965 Shares 51,545 Est. Cost $65.85 Unrealized +54.0%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.7%
Value ($000) $5,913 Shares 78,497 Est. Cost $52.21 Unrealized +33.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.7%
Value ($000) $5,875 Shares 112,873 Est. Cost $32.23 Unrealized +31.2%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $5,781 Shares 77,972 Est. Cost $41.00 Unrealized +66.2%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.6%
Value ($000) $5,776 Shares 120,552 Est. Cost $49.14 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 0.6%
Value ($000) $5,730 Shares 1,055,410 Est. Cost $5.93 Unrealized
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $5,624 Shares 51,288 Est. Cost $59.26 Unrealized +84.1%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $5,521 Shares 5,283 Est. Cost $36.73 Unrealized +46.0%
OXY OCCIDENTAL PETROLEUM CORP. 0.6%
Value ($000) $5,514 Shares 89,828 Est. Cost $54.69 Unrealized +8.8%
MRK MERCK & CO INC 0.6%
Value ($000) $5,435 Shares 71,134 Est. Cost $38.26 Unrealized +47.7%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $5,413 Shares 39,156 Est. Cost $99.80 Unrealized +26.7%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $5,313 Shares 65,566 Est. Cost $10.01 Unrealized +100.3%
DE DEERE & COMPANY 0.6%
Value ($000) $5,287 Shares 35,446 Est. Cost $68.07 Unrealized +93.6%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,235 Shares 115,958 Est. Cost $28.40 Unrealized +52.0%
TJX TJX COMPANIES INC 0.6%
Value ($000) $5,212 Shares 116,500 Est. Cost $40.41 Unrealized +13.6%
AQUA AMERICA INC. 0.6%
Value ($000) $5,210 Shares 152,402 Est. Cost $26.84 Unrealized
AMGN AMGEN, INC 0.6%
Value ($000) $5,190 Shares 26,660 Est. Cost $127.80 Unrealized +22.7%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.6%
Value ($000) $5,122 Shares 459,008 Est. Cost $11.40 Unrealized
CMCSA COMCAST CORP. CLASS A 0.6%
Value ($000) $5,110 Shares 150,071 Est. Cost $27.06 Unrealized +12.4%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $5,042 Shares 89,683 Est. Cost $27.43 Unrealized +40.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.6%
Value ($000) $5,025 Shares 16,602 Est. Cost $210.09 Unrealized
COST COSTCO WHOLESALE CORP. 0.6%
Value ($000) $4,976 Shares 24,425 Est. Cost $92.79 Unrealized +117.7%
VFC VF CORPORATION 0.5%
Value ($000) $4,928 Shares 69,083 Est. Cost $49.50 Unrealized +54.6%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.5%
Value ($000) $4,798 Shares 540,971 Est. Cost $9.23 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.5%
Value ($000) $4,781 Shares 101,570 Est. Cost $38.02 Unrealized +4.3%
ACN ACCENTURE PLC 0.5%
Value ($000) $4,766 Shares 33,799 Est. Cost $63.98 Unrealized +123.3%
PFE PFIZER INC 0.5%
Value ($000) $4,761 Shares 109,090 Est. Cost $17.46 Unrealized +72.0%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $4,688 Shares 35,482 Est. Cost $77.76 Unrealized +51.4%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $4,675 Shares 45,730 Est. Cost $76.29 Unrealized +18.5%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $4,675 Shares 39,996 Est. Cost $50.55 Unrealized +95.8%
OPPENHEIMER INTERNATIONAL GROWTH FUND I CL 0.5%
Value ($000) $4,644 Shares 133,926 Est. Cost $37.43 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.5%
Value ($000) $4,621 Shares 448,193 Est. Cost $10.46 Unrealized
KO COCA COLA CO. 0.5%
Value ($000) $4,561 Shares 96,332 Est. Cost $31.68 Unrealized +21.2%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.5%
Value ($000) $4,436 Shares 424,456 Est. Cost $10.77 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $4,433 Shares 61,632 Est. Cost $30.90 Unrealized -0.0%
UNITED TECHNOLOGIES INC 0.5%
Value ($000) $4,409 Shares 41,406 Est. Cost $94.63 Unrealized
RAYTHEON COMPANY 0.5%
Value ($000) $4,406 Shares 28,736 Est. Cost $152.13 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $4,330 Shares 108,159 Est. Cost $36.33 Unrealized -1.5%
T AT&T INC. 0.5%
Value ($000) $4,156 Shares 145,636 Est. Cost $12.02 Unrealized +16.7%
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $4,145 Shares 25,898 Est. Cost $117.89 Unrealized +13.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.5%
Value ($000) $4,120 Shares 64,916 Est. Cost $70.20 Unrealized -10.8%
PEP PEPSICO INC. 0.5%
Value ($000) $4,119 Shares 37,278 Est. Cost $60.98 Unrealized +48.7%
PAYX PAYCHEX INC COM 0.5%
Value ($000) $4,094 Shares 62,851 Est. Cost $44.33 Unrealized +24.2%
TXN TEXAS INSTRUMENTS 0.5%
Value ($000) $4,090 Shares 43,289 Est. Cost $79.01 Unrealized +0.1%
CERNER CORPORATION 0.5%
Value ($000) $4,089 Shares 77,968 Est. Cost $59.23 Unrealized
MMM 3M CO 0.4%
Value ($000) $4,028 Shares 21,143 Est. Cost $112.88 Unrealized +13.6%
VLO VALERO ENERGY NEW 0.4%
Value ($000) $4,016 Shares 53,570 Est. Cost $63.75 Unrealized +2.8%
META FACEBOOK INC 0.4%
Value ($000) $3,991 Shares 30,442 Est. Cost $123.82 Unrealized +16.2%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,916 Shares 40,791 Est. Cost $57.24 Unrealized +40.6%
ITW ILLINOIS TOOL WORKS INC. 0.4%
Value ($000) $3,907 Shares 30,833 Est. Cost $116.91 Unrealized -5.5%
AVGO BROADCOM INC 0.4%
Value ($000) $3,830 Shares 15,062 Est. Cost $19.38 Unrealized 0.0%
NVS NOVARTIS AG-ADR 0.4%
Value ($000) $3,816 Shares 44,470 Est. Cost $72.26 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $3,706 Shares 51,862 Est. Cost $50.82 Unrealized +4.7%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $3,628 Shares 37,614 Est. Cost $156.65 Unrealized
BB&T CORPORATION 0.4%
Value ($000) $3,555 Shares 82,076 Est. Cost $38.15 Unrealized
ALB ALBEMARLE CORPORATION 0.4%
Value ($000) $3,528 Shares 45,773 Est. Cost $86.25 Unrealized -1.0%
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $3,499 Shares 66,951 Est. Cost $42.10 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $3,437 Shares 42,460 Est. Cost $68.48 Unrealized
HAS HASBRO, INC. 0.4%
Value ($000) $3,429 Shares 42,198 Est. Cost $32.53 Unrealized +120.1%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FUND 0.4%
Value ($000) $3,391 Shares 178,733 Est. Cost $18.97 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $3,244 Shares 47,247 Est. Cost $64.44 Unrealized +0.9%
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $3,110 Shares 71,640 Est. Cost $45.46 Unrealized
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $3,103 Shares 93,491 Est. Cost $29.61 Unrealized +22.1%
ENB ENBRIDGE INC 0.3%
Value ($000) $3,059 Shares 98,410 Est. Cost $21.39 Unrealized -5.3%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $3,035 Shares 31,115 Est. Cost $73.94 Unrealized +11.0%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $2,957 Shares 212,580 Est. Cost $14.00 Unrealized
STZ CONSTELLATION BRANDS INC. - CLASS A 0.3%
Value ($000) $2,933 Shares 18,237 Est. Cost $188.58 Unrealized -6.2%
EOG EOG RESOURCES INC 0.3%
Value ($000) $2,861 Shares 32,810 Est. Cost $66.07 Unrealized +22.1%
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $2,846 Shares 70,496 Est. Cost $35.42 Unrealized -14.0%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.3%
Value ($000) $2,816 Shares 12,169 Est. Cost $209.07 Unrealized
USSPX USAA S&P 500 INDEX FUND 0.3%
Value ($000) $2,746 Shares 77,968 Est. Cost $33.20 Unrealized
KEY KEYCORP 0.3%
Value ($000) $2,731 Shares 184,755 Est. Cost $12.40 Unrealized +0.9%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $2,647 Shares 61,498 Est. Cost $50.24 Unrealized -27.1%
KELLOGG CO. 0.3%
Value ($000) $2,614 Shares 45,859 Est. Cost $46.40 Unrealized -0.0%
MO ALTRIA GROUP INC. 0.3%
Value ($000) $2,561 Shares 51,852 Est. Cost $23.65 Unrealized +40.1%
PRU PRUDENTIAL FINANCIAL, INC. 0.3%
Value ($000) $2,484 Shares 30,451 Est. Cost $74.99 Unrealized -13.7%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $2,304 Shares 34,687 Est. Cost $60.45 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,157 Shares 88,390 Est. Cost $27.45 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 0.2%
Value ($000) $2,017 Shares 89,712 Est. Cost $25.81 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.2%
Value ($000) $1,982 Shares 52,034 Est. Cost $36.35 Unrealized
FISMX FIDELITY INTERNATIONAL SMALL CAP FUND 0.2%
Value ($000) $1,964 Shares 82,905 Est. Cost $23.69 Unrealized
SLB SCHLUMBERGER LIMITED 0.2%
Value ($000) $1,879 Shares 52,069 Est. Cost $51.63 Unrealized -22.1%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.2%
Value ($000) $1,874 Shares 87,384 Est. Cost $23.95 Unrealized
CSX CSX CORP. 0.2%
Value ($000) $1,864 Shares 30,000 Est. Cost $21.58 Unrealized -3.2%
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,625 Shares 28,459 Est. Cost $48.03 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,594 Shares 16,273 Est. Cost $67.47 Unrealized
DODGX DODGE & COX STOCK FUND 0.2%
Value ($000) $1,586 Shares 9,175 Est. Cost $147.88 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,535 Shares 124,842 Est. Cost $11.22 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,517 Shares 6,068 Est. Cost $180.32 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.2%
Value ($000) $1,444 Shares 110,630 Est. Cost $13.07 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.2%
Value ($000) $1,437 Shares 109,490 Est. Cost $13.45 Unrealized
SPOKE HOLLOW RANCH INC 0.2%
Value ($000) $1,387 Shares 621,939 Est. Cost $1.96 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,347 Shares 6,102 Est. Cost $193.22 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,252 Shares 9,324 Est. Cost $78.15 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,236 Shares 19,917 Est. Cost $49.37 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,156 Shares 19,670 Est. Cost $58.06 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,134 Shares 4,507 Est. Cost $257.05 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,089 Shares 4,669 Est. Cost $150.75 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,039 Shares 14,485 Est. Cost $77.99 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $1,012 Shares 4,886 Est. Cost $218.79 Unrealized 0.0%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.1%
Value ($000) $970 Shares 306,042 Est. Cost $3.92 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $916 Shares 89,350 Est. Cost $10.48 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $857 Shares 16,476 Est. Cost $29.51 Unrealized +38.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $842 Shares 22,685 Est. Cost $39.26 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $776 Shares 164,349 Est. Cost $6.92 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $770 Shares 20,755 Est. Cost $44.24 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $654 Shares 55,000 Est. Cost $11.91 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $613 Shares 592 Est. Cost $35.93 Unrealized +47.9%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.1%
Value ($000) $607 Shares 32,165 Est. Cost $20.12 Unrealized
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.1%
Value ($000) $605 Shares 27,441 Est. Cost $24.40 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.1%
Value ($000) $580 Shares 15,402 Est. Cost $43.55 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $573 Shares 25,654 Est. Cost $42.47 Unrealized
AMZN AMAZON.COM INC. 0.1%
Value ($000) $524 Shares 349 Est. Cost $65.25 Unrealized +27.4%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $506 Shares 8,505 Est. Cost $49.67 Unrealized +6.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $495 Shares 7,139 Est. Cost $87.47 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $482 Shares 24,119 Est. Cost $21.96 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $481 Shares 2,894 Est. Cost $154.51 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $479 Shares 45,864 Est. Cost $10.64 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $472 Shares 10,063 Est. Cost $18.93 Unrealized +112.3%
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.0%
Value ($000) $443 Shares 22,410 Est. Cost $27.11 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $432 Shares 11,600 Est. Cost $51.65 Unrealized
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $426 Shares 3,525 Est. Cost $86.46 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $420 Shares 5,904 Est. Cost $58.77 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $417 Shares 3,183 Est. Cost $60.16 Unrealized +101.4%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $404 Shares 38,952 Est. Cost $12.00 Unrealized
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $400 Shares 116,391 Est. Cost $3.44 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $397 Shares 6,642 Est. Cost $47.11 Unrealized +21.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $393 Shares 2,483 Est. Cost $81.40 Unrealized +59.1%
HARRIS CORPORATION 0.0%
Value ($000) $384 Shares 2,850 Est. Cost $161.40 Unrealized
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $379 Shares 40,422 Est. Cost $10.11 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FD CL I 0.0%
Value ($000) $379 Shares 11,615 Est. Cost $32.04 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $378 Shares 1,869 Est. Cost $113.69 Unrealized +33.6%
HD HOME DEPOT INC 0.0%
Value ($000) $368 Shares 2,141 Est. Cost $138.69 Unrealized +8.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $362 Shares 4,648 Est. Cost $79.14 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $350 Shares 1,549 Est. Cost $175.53 Unrealized +37.5%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $342 Shares 7,874 Est. Cost $52.68 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $328 Shares 35,815 Est. Cost $9.98 Unrealized
PG PROCTER & GAMBLE CO. 0.0%
Value ($000) $315 Shares 3,426 Est. Cost $59.02 Unrealized +26.7%
NEXTIER, INC. 0.0%
Value ($000) $311 Shares 3,600 Est. Cost $83.06 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $310 Shares 2,752 Est. Cost $72.81 Unrealized +18.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $309 Shares 10,777 Est. Cost $28.67 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $304 Shares 4,077 Est. Cost $78.75 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $301 Shares 3,485 Est. Cost $50.74 Unrealized +25.9%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $299 Shares 3,397 Est. Cost $85.44 Unrealized -8.3%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $292 Shares 5,922 Est. Cost $30.67 Unrealized +31.4%
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $288 Shares 30,042 Est. Cost $10.01 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $287 Shares 5,053 Est. Cost $59.11 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $284 Shares 2,757 Est. Cost $63.07 Unrealized +39.4%
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $281 Shares 14,320 Est. Cost $22.19 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $272 Shares 2,855 Est. Cost $74.03 Unrealized +28.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $266 Shares 4,219 Est. Cost $34.79 Unrealized +21.9%
DOWDUPONT INC 0.0%
Value ($000) $263 Shares 4,928 Est. Cost $68.51 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $245 Shares 3,710 Est. Cost $38.50 Unrealized +33.3%
LUBY'S INC 0.0%
Value ($000) $243 Shares 202,097 Est. Cost $1.77 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $239 Shares 8,759 Est. Cost $31.33 Unrealized
V VISA INC 0.0%
Value ($000) $239 Shares 1,812 Est. Cost $89.25 Unrealized +47.2%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $237 Shares 16,386 Est. Cost $17.70 Unrealized
WMT WAL-MART, INC. 0.0%
Value ($000) $232 Shares 2,482 Est. Cost $20.67 Unrealized +39.2%
BURKE & HERBERT BANK & TRUST 0.0%
Value ($000) $232 Shares 79 Est. Cost $2170.07 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $227 Shares 1,353 Est. Cost $92.30 Unrealized +31.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $223 Shares 2,693 Est. Cost $85.40 Unrealized
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $219 Shares 13,920 Est. Cost $15.84 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $218 Shares 1,578 Est. Cost $120.60 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $217 Shares 4,700 Est. Cost $47.64 Unrealized -11.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $210 Shares 1,301 Est. Cost $97.00 Unrealized
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $209 Shares 5,642 Est. Cost $40.81 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $207 Shares 2,630 Est. Cost $75.69 Unrealized +9.7%
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 0.0%
Value ($000) $207 Shares 13,929 Est. Cost $19.95 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $200 Shares 4,379 Est. Cost $33.05 Unrealized +15.8%
NEE NEXTERA ENERGY 0.0%
Value ($000) $199 Shares 1,146 Est. Cost $19.15 Unrealized +91.4%
CI CIGNA CORPORATION 0.0%
Value ($000) $194 Shares 1,020 Est. Cost $190.77 Unrealized 0.0%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $189 Shares 1,086 Est. Cost $142.09 Unrealized -0.7%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $189 Shares 1,770 Est. Cost $46.07 Unrealized +87.0%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $188 Shares 3,409 Est. Cost $67.12 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $186 Shares 14,821 Est. Cost $13.00 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $186 Shares 4,227 Est. Cost $28.09 Unrealized +22.0%
EQIX EQUINIX INC 0.0%
Value ($000) $182 Shares 516 Est. Cost $349.39 Unrealized -2.5%
BA BOEING COMPANY 0.0%
Value ($000) $178 Shares 551 Est. Cost $117.33 Unrealized +185.5%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $178 Shares 4,150 Est. Cost $49.79 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $176 Shares 1,145 Est. Cost $84.27 Unrealized +50.1%
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $176 Shares 11,760 Est. Cost $15.15 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $175 Shares 2,528 Est. Cost $48.15 Unrealized +12.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $171 Shares 1,730 Est. Cost $71.52 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $170 Shares 1,903 Est. Cost $64.99 Unrealized
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $169 Shares 13,839 Est. Cost $12.65 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $169 Shares 5,630 Est. Cost $46.33 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $168 Shares 630 Est. Cost $249.28 Unrealized +8.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $168 Shares 1,938 Est. Cost $62.55 Unrealized
IBM IBM 0.0%
Value ($000) $166 Shares 1,461 Est. Cost $105.68 Unrealized -16.8%
PARSLEY ENERGY INC CLASS A 0.0%
Value ($000) $160 Shares 10,000 Est. Cost $27.80 Unrealized
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $156 Shares 3,950 Est. Cost $30.68 Unrealized +11.3%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $155 Shares 9,276 Est. Cost $11.98 Unrealized +19.4%
ALG ALAMO GROUP INC 0.0%
Value ($000) $155 Shares 2,000 Est. Cost $97.45 Unrealized -17.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $154 Shares 2,462 Est. Cost $41.37 Unrealized +29.1%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $151 Shares 1,633 Est. Cost $57.87 Unrealized +46.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $147 Shares 1,153 Est. Cost $130.64 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $147 Shares 5,966 Est. Cost $19.65 Unrealized +16.0%
JPIB JPMORGAN GLOBAL BOND OPPORTUNITIES 0.0%
Value ($000) $145 Shares 3,075 Est. Cost $50.08 Unrealized
CELGENE CORPORATION 0.0%
Value ($000) $144 Shares 2,251 Est. Cost $94.95 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $142 Shares 475 Est. Cost $64.01 Unrealized +384.0%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $140 Shares 1,364 Est. Cost $55.39 Unrealized +64.4%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $139 Shares 900 Est. Cost $172.60 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $138 Shares 2,962 Est. Cost $40.80 Unrealized +18.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $137 Shares 2,489 Est. Cost $62.80 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $132 Shares 1,529 Est. Cost $72.27 Unrealized +1.4%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $132 Shares 3,479 Est. Cost $30.75 Unrealized +10.1%
CB CHUBB LTD 0.0%
Value ($000) $129 Shares 998 Est. Cost $107.56 Unrealized +6.4%
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $127 Shares 9,583 Est. Cost $13.67 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $124 Shares 2,353 Est. Cost $60.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $123 Shares 1,796 Est. Cost $76.61 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $119 Shares 906 Est. Cost $119.35 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $118 Shares 10,691 Est. Cost $22.86 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $118 Shares 1,970 Est. Cost $63.96 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $118 Shares 3,710 Est. Cost $37.83 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $117 Shares 471 Est. Cost $128.44 Unrealized +83.0%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $115 Shares 5,526 Est. Cost $26.30 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $113 Shares 1,733 Est. Cost $27.83 Unrealized +95.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $112 Shares 977 Est. Cost $68.86 Unrealized +25.5%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $112 Shares 650 Est. Cost $204.42 Unrealized -17.5%
PPL PPL CORP COM 0.0%
Value ($000) $112 Shares 3,954 Est. Cost $16.85 Unrealized +32.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $109 Shares 2,146 Est. Cost $48.39 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $108 Shares 1,491 Est. Cost $46.20 Unrealized +34.5%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $108 Shares 969 Est. Cost $115.72 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $105 Shares 1,406 Est. Cost $42.28 Unrealized +38.1%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $105 Shares 13,916 Est. Cost $20.17 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $104 Shares 2,215 Est. Cost $53.07 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $104 Shares 6,464 Est. Cost $35.93 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $103 Shares 1,756 Est. Cost $38.41 Unrealized +14.5%
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $100 Shares 44,900 Est. Cost $3.34 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $100 Shares 2,148 Est. Cost $67.27 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $96 Shares 510 Est. Cost $180.39 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $91 Shares 1,162 Est. Cost $79.42 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $90 Shares 3,201 Est. Cost $36.84 Unrealized -29.0%
SYK STRYKER CORP 0.0%
Value ($000) $90 Shares 573 Est. Cost $112.86 Unrealized +37.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $88 Shares 530 Est. Cost $148.29 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $88 Shares 896 Est. Cost $99.83 Unrealized
JAGIX JANUS HENDERSON GROWTH & INCOME FD CL T 0.0%
Value ($000) $87 Shares 1,737 Est. Cost $40.61 Unrealized
FELE FRANKLIN ELECTRIC CO INC 0.0%
Value ($000) $86 Shares 2,000 Est. Cost $39.52 Unrealized +1.7%
IDA IDACORP INC 0.0%
Value ($000) $84 Shares 900 Est. Cost $93.46 Unrealized +4.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $82 Shares 1,231 Est. Cost $52.57 Unrealized +9.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $81 Shares 1,176 Est. Cost $68.03 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $81 Shares 3,143 Est. Cost $22.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $78 Shares 954 Est. Cost $82.63 Unrealized
UIEMX USAA EMERGING MARKETS FUND 0.0%
Value ($000) $78 Shares 4,895 Est. Cost $19.04 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $78 Shares 1,128 Est. Cost $48.58 Unrealized +15.3%
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $76 Shares 4,353 Est. Cost $20.08 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $76 Shares 922 Est. Cost $42.26 Unrealized +79.6%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $76 Shares 815 Est. Cost $52.80 Unrealized +52.4%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $75 Shares 1,310 Est. Cost $53.20 Unrealized +15.3%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $75 Shares 4,675 Est. Cost $16.31 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $74 Shares 554 Est. Cost $131.75 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $73 Shares 845 Est. Cost $45.38 Unrealized +67.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $72 Shares 1,585 Est. Cost $46.05 Unrealized
WFBFX AMERICAN CAPITAL WORLD BOND FD F3 0.0%
Value ($000) $71 Shares 3,701 Est. Cost $19.45 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $68 Shares 304 Est. Cost $161.99 Unrealized +28.5%
NATIONAL INSTRUMENTS CORPORATION 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $50.67 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $68 Shares 6,836 Est. Cost $11.71 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $67 Shares 2,384 Est. Cost $36.07 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $64 Shares 2,311 Est. Cost $30.00 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $64 Shares 505 Est. Cost $78.45 Unrealized +42.1%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $64 Shares 850 Est. Cost $62.46 Unrealized +22.6%
STT STATE STREET CORP 0.0%
Value ($000) $64 Shares 1,010 Est. Cost $74.94 Unrealized -24.2%
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $63 Shares 670 Est. Cost $105.84 Unrealized
SPDR BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $63 Shares 1,889 Est. Cost $36.69 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $61 Shares 1,332 Est. Cost $21.03 Unrealized +74.0%
CMI CUMMINS INC 0.0%
Value ($000) $61 Shares 455 Est. Cost $91.20 Unrealized +28.8%
WU WESTERN UNION COMPANY 0.0%
Value ($000) $61 Shares 3,600 Est. Cost $19.14 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $59 Shares 599 Est. Cost $108.02 Unrealized
PHILLIPS EDISON GROCERY CTR REIT II 0.0%
Value ($000) $59 Shares 2,594 Est. Cost $22.74 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $58 Shares 850 Est. Cost $40.46 Unrealized +12.7%
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $57 Shares 3,010 Est. Cost $12.41 Unrealized
SWMIX LAUDUS INTERNATIONAL MARKET MASTERS 0.0%
Value ($000) $56 Shares 2,883 Est. Cost $26.36 Unrealized
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $56 Shares 2,885 Est. Cost $19.41 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $55 Shares 951 Est. Cost $62.95 Unrealized
EATON VANCE TAX ADVANTAGED GLOBAL DIV INC FD 0.0%
Value ($000) $55 Shares 4,050 Est. Cost $16.79 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $55 Shares 2,756 Est. Cost $19.59 Unrealized
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $54 Shares 15 Est. Cost $1502.02 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $53 Shares 1,828 Est. Cost $35.01 Unrealized
CMA COMERICA INCORPORATED 0.0%
Value ($000) $53 Shares 770 Est. Cost $66.87 Unrealized -15.5%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $53 Shares 204 Est. Cost $195.45 Unrealized +27.9%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $53 Shares 700 Est. Cost $86.12 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $53 Shares 676 Est. Cost $84.91 Unrealized
ABEYX AMERICAN BEACON INTERNATIONAL EQUITY FD CL Y 0.0%
Value ($000) $52 Shares 3,133 Est. Cost $21.73 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $52 Shares 2,186 Est. Cost $20.88 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $52 Shares 1,152 Est. Cost $15.99 Unrealized +55.9%
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $51 Shares 556 Est. Cost $102.52 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $50 Shares 625 Est. Cost $81.28 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $50 Shares 333 Est. Cost $57.67 Unrealized +146.8%
BP BP PLC SPONS ADR 0.0%
Value ($000) $49 Shares 1,287 Est. Cost $42.56 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $48 Shares 749 Est. Cost $70.95 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $48 Shares 835 Est. Cost $43.17 Unrealized +17.8%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $46 Shares 350 Est. Cost $162.86 Unrealized
GICUX GOLDMAN SACHS INTERNATIONAL SMALL CAP R6 0.0%
Value ($000) $46 Shares 4,518 Est. Cost $10.18 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $45 Shares 298 Est. Cost $88.94 Unrealized +64.5%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $44 Shares 710 Est. Cost $55.13 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $43 Shares 963 Est. Cost $31.36 Unrealized +18.7%
GLW CORNING INCORPORATED 0.0%
Value ($000) $43 Shares 1,438 Est. Cost $23.12 Unrealized +13.2%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $42 Shares 500 Est. Cost $12.33 Unrealized +30.3%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $41 Shares 391 Est. Cost $120.47 Unrealized -8.8%
KMI KINDER MORGAN INC 0.0%
Value ($000) $39 Shares 2,550 Est. Cost $18.90 Unrealized -40.7%
CME CME GROUP INC 0.0%
Value ($000) $39 Shares 205 Est. Cost $71.12 Unrealized +100.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $39 Shares 1,462 Est. Cost $33.96 Unrealized -14.2%
TGT TARGET CORP 0.0%
Value ($000) $37 Shares 555 Est. Cost $43.13 Unrealized +46.7%
LINDE PLC 0.0%
Value ($000) $37 Shares 234 Est. Cost $158.12 Unrealized
AIVSX AMERICAN FUNDS INVT COMPANY OF AMERICA CL A 0.0%
Value ($000) $37 Shares 1,087 Est. Cost $41.11 Unrealized
CRANE CO 0.0%
Value ($000) $37 Shares 506 Est. Cost $58.54 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $37 Shares 496 Est. Cost $66.69 Unrealized +8.7%
FNF FNF GROUP 0.0%
Value ($000) $37 Shares 1,181 Est. Cost $16.74 Unrealized +41.4%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $36 Shares 547 Est. Cost $33.58 Unrealized +75.6%
WIP SPDR FTSE INTL GOVT INFLATION-PROTECTED BOND 0.0%
Value ($000) $36 Shares 700 Est. Cost $62.03 Unrealized
NWL NEWELL RUBBERMAID INC. 0.0%
Value ($000) $36 Shares 1,939 Est. Cost $20.91 Unrealized -32.1%
MA MASTERCARD INC 0.0%
Value ($000) $35 Shares 186 Est. Cost $140.89 Unrealized +35.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $35 Shares 221 Est. Cost $104.90 Unrealized +45.0%
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $34 Shares 2,255 Est. Cost $18.16 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $34 Shares 649 Est. Cost $44.55 Unrealized +10.8%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 0.0%
Value ($000) $34 Shares 3,325 Est. Cost $11.73 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $33 Shares 450 Est. Cost $67.40 Unrealized +7.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $33 Shares 846 Est. Cost $33.89 Unrealized -2.7%
PWV INVESCO DYNAMIC LARGE CAP VALUE PORTFOLIO 0.0%
Value ($000) $32 Shares 982 Est. Cost $35.64 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $32 Shares 426 Est. Cost $70.07 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $31 Shares 516 Est. Cost $65.89 Unrealized
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $31 Shares 638 Est. Cost $23.53 Unrealized +15.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $96.67 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $30 Shares 75 Est. Cost $85.35 Unrealized +48.3%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $30 Shares 577 Est. Cost $64.12 Unrealized
FISV FISERV, INC. 0.0%
Value ($000) $29 Shares 400 Est. Cost $55.46 Unrealized +39.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $28 Shares 310 Est. Cost $66.39 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $27 Shares 167 Est. Cost $171.34 Unrealized +8.5%
MS MORGAN STANLEY DEAN WITTER & CO. 0.0%
Value ($000) $27 Shares 680 Est. Cost $37.64 Unrealized -7.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $27 Shares 434 Est. Cost $53.94 Unrealized -1.7%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $27 Shares 449 Est. Cost $60.74 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $27 Shares 730 Est. Cost $33.33 Unrealized +11.3%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $27 Shares 242 Est. Cost $196.39 Unrealized -39.9%
DISVX DFA INTL SMALL CAP VALUE PT 0.0%
Value ($000) $27 Shares 1,632 Est. Cost $18.93 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $26 Shares 286 Est. Cost $76.82 Unrealized +9.9%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $25 Shares 190 Est. Cost $99.25 Unrealized +25.0%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $25 Shares 268 Est. Cost $53.99 Unrealized +45.2%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 400 Est. Cost $38.93 Unrealized +57.3%
AHLIX AMERICAN BEACON AHL MANAGED -INST 0.0%
Value ($000) $24 Shares 2,304 Est. Cost $10.42 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $24 Shares 168 Est. Cost $115.97 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $24 Shares 993 Est. Cost $25.67 Unrealized
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $23 Shares 1,944 Est. Cost $13.71 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $23 Shares 92 Est. Cost $80.31 Unrealized +205.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 941 Est. Cost $18.93 Unrealized +4.8%
GAP GAP INCORPORATED 0.0%
Value ($000) $22 Shares 866 Est. Cost $18.49 Unrealized +12.2%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $22 Shares 241 Est. Cost $53.99 Unrealized +53.6%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $22 Shares 417 Est. Cost $50.26 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $22 Shares 13 Est. Cost $1933.58 Unrealized -6.7%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $22 Shares 277 Est. Cost $72.87 Unrealized +2.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $58.89 Unrealized -38.2%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $21 Shares 717 Est. Cost $29.29 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO 0.0%
Value ($000) $21 Shares 810 Est. Cost $25.93 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $21 Shares 127 Est. Cost $156.64 Unrealized +9.1%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $20 Shares 200 Est. Cost $79.26 Unrealized +10.8%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $19 Shares 1,358 Est. Cost $14.75 Unrealized
HPQ HP INC 0.0%
Value ($000) $19 Shares 911 Est. Cost $15.19 Unrealized +20.1%
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $19 Shares 391 Est. Cost $50.08 Unrealized
BCE BCE INC 0.0%
Value ($000) $19 Shares 485 Est. Cost $26.61 Unrealized -2.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $19 Shares 176 Est. Cost $32.34 Unrealized +39.8%
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $18 Shares 130 Est. Cost $99.69 Unrealized +36.3%
OGE OGE ENERGY CORP 0.0%
Value ($000) $18 Shares 465 Est. Cost $29.03 Unrealized +32.2%
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $18 Shares 333 Est. Cost $48.15 Unrealized
EMLC VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BD 0.0%
Value ($000) $18 Shares 557 Est. Cost $32.32 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $18 Shares 240 Est. Cost $45.83 Unrealized +24.8%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $18 Shares 151 Est. Cost $114.17 Unrealized -6.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $18 Shares 199 Est. Cost $71.72 Unrealized +7.6%
ZTS ZOETIS INC 0.0%
Value ($000) $18 Shares 205 Est. Cost $83.66 Unrealized +1.6%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $18 Shares 951 Est. Cost $22.08 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $17 Shares 2,265 Est. Cost $8.57 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $17 Shares 121 Est. Cost $140.50 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $17 Shares 98 Est. Cost $128.56 Unrealized +31.0%
EVRG EVERGY INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $40.99 Unrealized +7.2%
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $17 Shares 495 Est. Cost $19.16 Unrealized +52.7%
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $17 Shares 345 Est. Cost $55.07 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $16 Shares 143 Est. Cost $90.91 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 461 Est. Cost $41.84 Unrealized
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $16 Shares 175 Est. Cost $55.56 Unrealized +53.9%
BLACK KNIGHT INC 0.0%
Value ($000) $16 Shares 361 Est. Cost $44.32 Unrealized
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $16 Shares 420 Est. Cost $39.05 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $15 Shares 178 Est. Cost $78.65 Unrealized
DIAMOND OFFSHORE DRILLING INC 0.0%
Value ($000) $15 Shares 1,580 Est. Cost $20.89 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $108.98 Unrealized +29.8%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $15 Shares 179 Est. Cost $95.04 Unrealized -21.4%
INGERSOLL-RAND PLC 0.0%
Value ($000) $15 Shares 169 Est. Cost $83.67 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $14 Shares 559 Est. Cost $25.86 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $14 Shares 535 Est. Cost $25.48 Unrealized
MERIDIAN BANCORP INC 0.0%
Value ($000) $14 Shares 975 Est. Cost $13.48 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $14 Shares 2,700 Est. Cost $5.56 Unrealized
SHIRE PLC ADR 0.0%
Value ($000) $14 Shares 80 Est. Cost $187.98 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF 0.0%
Value ($000) $14 Shares 424 Est. Cost $33.02 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $14 Shares 148 Est. Cost $103.76 Unrealized -7.7%
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $14 Shares 136 Est. Cost $112.08 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $13 Shares 273 Est. Cost $51.28 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $155.80 Unrealized -13.9%
PRLAX T ROWE PRICE LATIN AMERICA FUND 0.0%
Value ($000) $13 Shares 583 Est. Cost $20.76 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $93.81 Unrealized +22.1%
WELLCARE HEALTH PLANS INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $163.64 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.00 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $13 Shares 160 Est. Cost $87.50 Unrealized -7.1%
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $13 Shares 431 Est. Cost $30.16 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $13 Shares 317 Est. Cost $36.07 Unrealized +13.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 254 Est. Cost $52.24 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $12 Shares 365 Est. Cost $42.07 Unrealized -29.0%
SWISX SCHWAB INTERNATIONAL INDEX-SE 0.0%
Value ($000) $12 Shares 660 Est. Cost $16.67 Unrealized
IQDF FLEXSHARES INTL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $12 Shares 591 Est. Cost $20.30 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $12 Shares 137 Est. Cost $76.36 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $12 Shares 238 Est. Cost $42.20 Unrealized +13.0%
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $12 Shares 294 Est. Cost $40.82 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 103 Est. Cost $125.46 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $12 Shares 116 Est. Cost $108.85 Unrealized -2.6%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $12 Shares 92 Est. Cost $130.43 Unrealized
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $12 Shares 1,082 Est. Cost $11.09 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 310 Est. Cost $38.71 Unrealized
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $11 Shares 144 Est. Cost $77.29 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $11 Shares 330 Est. Cost $39.13 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $11 Shares 138 Est. Cost $113.82 Unrealized -21.6%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.00 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $29.79 Unrealized +27.7%
FGIYX NUVEEN GLOBAL INFRASTRUCT 0.0%
Value ($000) $11 Shares 1,118 Est. Cost $11.18 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 270 Est. Cost $38.48 Unrealized
OPPENHEIMER SENIOR FLOATING RATE FUND CL C 0.0%
Value ($000) $10 Shares 1,338 Est. Cost $8.22 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.08 Unrealized +26.5%
TOTAL SA-SPON ADR 0.0%
Value ($000) $10 Shares 199 Est. Cost $64.97 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $10 Shares 238 Est. Cost $30.31 Unrealized +17.7%
SFCWX AMERICAN SMALLCAP WORLD FUND F3 0.0%
Value ($000) $10 Shares 206 Est. Cost $48.54 Unrealized
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $10 Shares 182 Est. Cost $42.28 Unrealized +17.5%
SCANA CORP NEW COM 0.0%
Value ($000) $9 Shares 189 Est. Cost $48.61 Unrealized
BPRCX BLACKROCK INFLATION PROTECTED BOND PORT 0.0%
Value ($000) $9 Shares 950 Est. Cost $9.47 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.0%
Value ($000) $9 Shares 828 Est. Cost $11.11 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $9 Shares 156 Est. Cost $51.45 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $9 Shares 165 Est. Cost $70.26 Unrealized -27.6%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.69 Unrealized +37.0%
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $8 Shares 333 Est. Cost $28.51 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $8 Shares 248 Est. Cost $19.17 Unrealized +44.5%
MET METLIFE INC 0.0%
Value ($000) $8 Shares 198 Est. Cost $27.25 Unrealized +23.5%
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $8 Shares 664 Est. Cost $11.29 Unrealized
IXJ ISHARES S&P GLOBL HEALTHCARESECTOR INDX FUND 0.0%
Value ($000) $8 Shares 147 Est. Cost $54.42 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $8 Shares 201 Est. Cost $50.15 Unrealized -27.9%
ANADARKO PETE CORP 0.0%
Value ($000) $7 Shares 170 Est. Cost $56.76 Unrealized
361 CAPITAL MANAGED FUTURES STRATEGY 0.0%
Value ($000) $7 Shares 634 Est. Cost $11.90 Unrealized
MEDCX MFS EMERGING MARKETS DEBT FUND C 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $7 Shares 59 Est. Cost $127.28 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 114 Est. Cost $70.70 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $7 Shares 38 Est. Cost $190.48 Unrealized
HHHFX HARTFORD SCHRODERS EMERGING MARKETS EQUITY 0.0%
Value ($000) $7 Shares 523 Est. Cost $13.38 Unrealized
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $6 Shares 178 Est. Cost $37.88 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $6 Shares 58 Est. Cost $84.19 Unrealized +30.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $175.00 Unrealized
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $6 Shares 180 Est. Cost $63.78 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $25.10 Unrealized 0.0%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $6 Shares 98 Est. Cost $32.24 Unrealized +68.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $60.39 Unrealized +0.1%
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $6 Shares 1,262 Est. Cost $10.07 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $6 Shares 74 Est. Cost $86.89 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $6 Shares 133 Est. Cost $61.33 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.31 Unrealized +3.4%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $5 Shares 158 Est. Cost $52.82 Unrealized
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $5 Shares 47 Est. Cost $248.97 Unrealized -46.4%
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $5 Shares 64 Est. Cost $78.13 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $5 Shares 70 Est. Cost $60.83 Unrealized +20.7%
NORDSTROM, INC. 0.0%
Value ($000) $4 Shares 86 Est. Cost $64.79 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $4 Shares 29 Est. Cost $37.57 Unrealized +34.7%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND 0.0%
Value ($000) $4 Shares 43 Est. Cost $93.02 Unrealized
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $4 Shares 341 Est. Cost $11.02 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.47 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $97.74 Unrealized
VFIIX VANGUARD GNMA FUND INVESTOR SHARES 0.0%
Value ($000) $4 Shares 381 Est. Cost $10.50 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $62.84 Unrealized +3.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $53.61 Unrealized +36.4%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.21 Unrealized
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $3 Shares 135 Est. Cost $25.40 Unrealized
PHM PULTE HOMES INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.11 Unrealized -12.4%
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.63 Unrealized -3.7%
PCG P G & E CORPORATION 0.0%
Value ($000) $3 Shares 147 Est. Cost $45.60 Unrealized -22.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $40.83 Unrealized -22.3%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $60.74 Unrealized +3.3%
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $38.61 Unrealized 0.0%
FCPT FOUR CORNERS PROPERTY TRUST 0.0%
Value ($000) $3 Shares 98 Est. Cost $20.41 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $33.70 Unrealized +93.6%
BMO BANK OF MONTREAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $59.01 Unrealized -7.3%
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
AVIVA PLC 0.0%
Value ($000) $2 Shares 192 Est. Cost $10.42 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $2 Shares 75 Est. Cost $21.08 Unrealized +7.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $2 Shares 230 Est. Cost $8.15 Unrealized -23.8%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $64.63 Unrealized +1.7%
ALLERGAN PLC 0.0%
Value ($000) $2 Shares 16 Est. Cost $183.67 Unrealized
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.32 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $131.20 Unrealized -13.9%
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.48 Unrealized 0.0%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $23.08 Unrealized -10.2%
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.88 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $51.39 Unrealized -0.6%
NUSTAR ENERGY LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $44.62 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
PRA HEALTH SCIENCES INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $111.11 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $2 Shares 14 Est. Cost $153.06 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $29.94 Unrealized 0.0%
APERGY CORPORATION 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.32 Unrealized 0.0%
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.67 Unrealized
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $1 Shares 122 Est. Cost $18.19 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $4.74 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $68.97 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $29.93 Unrealized 0.0%
CYPRESS SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.82 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $46.83 Unrealized -9.8%
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
CTRA CABOT OIL & GAS CORPORATION 0.0%
Value ($000) $1 Shares 66 Est. Cost $17.89 Unrealized 0.0%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $67.97 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.85 Unrealized
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $40.79 Unrealized -28.4%
BWZ SPDR BARCLAYS CAPITAL SHORT TERM INTL TREAS 0.0%
Value ($000) $1 Shares 46 Est. Cost $31.82 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $20.00 Unrealized
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -6.5%
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 22 Est. Cost $55.05 Unrealized -0.5%
WESTROCK COMPANY 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.12 Unrealized -17.6%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.50 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $173.27 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $50.50 Unrealized -48.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.62 Unrealized 0.0%
HYS PIMCO 0-5 YEAR HIGH YIELD CORP BOND INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.59 Unrealized 0.0%
SPLUNK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $121.39 Unrealized
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FIRST DATA CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IGIB ISHARES INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $118.81 Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.49 Unrealized 0.0%
FITBIT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SANOFI CONTINGENT VALUE RIGHTS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.70 Unrealized 0.0%
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.32 Unrealized
NVO NOVO-NORDISK A/S - SPONS ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized