MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 2, 2019

Total Value ($000): $1,001,240 (100.0% shares, 0.0% debt)

Holdings (511)

MINIX MFS INTERNATIONAL VALUE 5.7%
Value ($000) $57,019 Shares 1,287,967 Est. Cost $35.78 Unrealized
BROADWAY BANCSHARES INC TEX COM 5.4%
Value ($000) $53,689 Shares 235,736 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.6%
Value ($000) $45,584 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 4.0%
Value ($000) $39,889 Shares 1,850,994 Est. Cost $19.50 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 3.1%
Value ($000) $31,431 Shares 2,188,796 Est. Cost $15.32 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.3%
Value ($000) $23,254 Shares 2,346,554 Est. Cost $10.20 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 2.3%
Value ($000) $22,621 Shares 535,404 Est. Cost $35.00 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 2.1%
Value ($000) $21,120 Shares 1,292,502 Est. Cost $16.34 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY 2.0%
Value ($000) $20,082 Shares 322,805 Est. Cost $67.82 Unrealized
GTEYX GATEWAY FUND 1.5%
Value ($000) $14,716 Shares 444,736 Est. Cost $31.13 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 1.4%
Value ($000) $14,072 Shares 1,279,270 Est. Cost $11.80 Unrealized
LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES 1.3%
Value ($000) $12,713 Shares 1,109,408 Est. Cost $11.64 Unrealized
AAPL APPLE INC. 1.3%
Value ($000) $12,657 Shares 66,633 Est. Cost $18.62 Unrealized +117.2%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $12,305 Shares 227,909 Est. Cost $17.17 Unrealized +130.1%
MSFT MICROSOFT CORPORATION 1.2%
Value ($000) $12,275 Shares 104,079 Est. Cost $52.49 Unrealized +94.9%
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $10,892 Shares 134,798 Est. Cost $53.86 Unrealized +2.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $10,799 Shares 77,253 Est. Cost $66.02 Unrealized +67.1%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $10,644 Shares 105,149 Est. Cost $41.19 Unrealized +107.2%
MCD MCDONALDS CORP. 1.0%
Value ($000) $10,489 Shares 55,234 Est. Cost $74.80 Unrealized +106.7%
FNWFX AMERICAN NEW WORLD FUND F3 1.0%
Value ($000) $10,275 Shares 157,465 Est. Cost $64.79 Unrealized
CCI CROWN CASTLE INTL CORP 1.0%
Value ($000) $10,106 Shares 78,956 Est. Cost $64.77 Unrealized +34.8%
SBUX STARBUCKS CORP 1.0%
Value ($000) $9,965 Shares 134,042 Est. Cost $45.50 Unrealized +30.2%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $9,571 Shares 77,702 Est. Cost $71.01 Unrealized +23.2%
BLACKROCK INC 0.9%
Value ($000) $9,424 Shares 22,051 Est. Cost $287.68 Unrealized
GLD SPDR GOLD TRUST 0.9%
Value ($000) $8,614 Shares 70,605 Est. Cost $118.94 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $8,214 Shares 101,930 Est. Cost $68.12 Unrealized -10.4%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $7,539 Shares 72,607 Est. Cost $36.03 Unrealized +162.1%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 0.7%
Value ($000) $7,469 Shares 269,938 Est. Cost $34.23 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.7%
Value ($000) $7,291 Shares 664,649 Est. Cost $11.01 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $6,994 Shares 25,552 Est. Cost $83.66 Unrealized +192.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $6,847 Shares 34,085 Est. Cost $111.32 Unrealized +81.3%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.7%
Value ($000) $6,630 Shares 111,593 Est. Cost $32.23 Unrealized +37.4%
CVS CVS HEALTH CORPORATION 0.7%
Value ($000) $6,628 Shares 122,903 Est. Cost $50.65 Unrealized -2.3%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $6,367 Shares 75,614 Est. Cost $41.00 Unrealized +83.8%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.6%
Value ($000) $6,235 Shares 122,316 Est. Cost $55.60 Unrealized
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $6,234 Shares 5,297 Est. Cost $36.73 Unrealized +52.6%
TJX TJX COMPANIES INC 0.6%
Value ($000) $6,232 Shares 117,117 Est. Cost $40.41 Unrealized +12.5%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $6,222 Shares 37,217 Est. Cost $99.80 Unrealized +38.4%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $6,156 Shares 65,184 Est. Cost $10.01 Unrealized +109.0%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $6,134 Shares 114,204 Est. Cost $28.40 Unrealized +62.2%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 0.6%
Value ($000) $6,130 Shares 1,064,215 Est. Cost $5.93 Unrealized
ACN ACCENTURE PLC 0.6%
Value ($000) $6,093 Shares 34,617 Est. Cost $65.82 Unrealized +116.0%
VFC VF CORPORATION 0.6%
Value ($000) $6,043 Shares 69,537 Est. Cost $49.50 Unrealized +57.6%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $6,021 Shares 79,083 Est. Cost $52.21 Unrealized +31.3%
COST COSTCO WHOLESALE CORP. 0.6%
Value ($000) $5,996 Shares 24,766 Est. Cost $94.25 Unrealized +110.5%
CMCSA COMCAST CORP. CLASS A 0.6%
Value ($000) $5,987 Shares 149,761 Est. Cost $27.06 Unrealized +16.5%
LLY ELI LILLY & CO 0.6%
Value ($000) $5,915 Shares 45,587 Est. Cost $65.85 Unrealized +68.5%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $5,718 Shares 35,979 Est. Cost $78.36 Unrealized +54.6%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $5,688 Shares 51,230 Est. Cost $59.26 Unrealized +82.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.6%
Value ($000) $5,681 Shares 16,447 Est. Cost $210.09 Unrealized
AQUA AMERICA INC. 0.6%
Value ($000) $5,666 Shares 155,495 Est. Cost $27.04 Unrealized
DE DEERE & COMPANY 0.6%
Value ($000) $5,585 Shares 34,944 Est. Cost $68.07 Unrealized +112.3%
RAYTHEON COMPANY 0.6%
Value ($000) $5,578 Shares 30,633 Est. Cost $153.98 Unrealized
UNITED TECHNOLOGIES INC 0.6%
Value ($000) $5,522 Shares 42,847 Est. Cost $95.78 Unrealized
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.6%
Value ($000) $5,511 Shares 542,482 Est. Cost $9.23 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $5,449 Shares 65,518 Est. Cost $38.26 Unrealized +57.6%
MS MORGAN STANLEY 0.5%
Value ($000) $5,441 Shares 128,943 Est. Cost $34.03 Unrealized -0.1%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.5%
Value ($000) $5,332 Shares 466,032 Est. Cost $11.40 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $5,326 Shares 106,696 Est. Cost $36.33 Unrealized +6.7%
META FACEBOOK INC 0.5%
Value ($000) $5,256 Shares 31,533 Est. Cost $125.00 Unrealized +26.3%
BK BANK OF NEW YORK MELLON CORP 0.5%
Value ($000) $5,256 Shares 104,220 Est. Cost $38.13 Unrealized +11.0%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $5,233 Shares 46,360 Est. Cost $76.53 Unrealized +22.7%
AMGN AMGEN, INC 0.5%
Value ($000) $5,182 Shares 27,278 Est. Cost $128.40 Unrealized +20.5%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FUND 0.5%
Value ($000) $5,170 Shares 249,633 Est. Cost $19.47 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,168 Shares 87,406 Est. Cost $27.43 Unrealized +42.0%
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.5%
Value ($000) $5,162 Shares 427,337 Est. Cost $12.08 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $5,092 Shares 61,379 Est. Cost $30.90 Unrealized +17.9%
PAYX PAYCHEX INC COM 0.5%
Value ($000) $5,017 Shares 62,550 Est. Cost $44.33 Unrealized +36.4%
ZTS ZOETIS INC 0.5%
Value ($000) $4,986 Shares 49,525 Est. Cost $85.90 Unrealized +0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.5%
Value ($000) $4,982 Shares 68,773 Est. Cost $69.81 Unrealized -9.5%
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $4,919 Shares 25,762 Est. Cost $117.89 Unrealized +23.5%
T AT&T INC. 0.5%
Value ($000) $4,760 Shares 151,780 Est. Cost $12.10 Unrealized +17.0%
AVGO BROADCOM INC 0.5%
Value ($000) $4,755 Shares 15,812 Est. Cost $19.53 Unrealized +15.2%
KO COCA COLA CO. 0.5%
Value ($000) $4,590 Shares 97,938 Est. Cost $31.78 Unrealized +18.9%
TXN TEXAS INSTRUMENTS 0.5%
Value ($000) $4,590 Shares 43,276 Est. Cost $79.01 Unrealized +8.1%
PEP PEPSICO INC. 0.5%
Value ($000) $4,537 Shares 37,024 Est. Cost $60.98 Unrealized +51.6%
VLO VALERO ENERGY NEW 0.5%
Value ($000) $4,524 Shares 53,324 Est. Cost $63.75 Unrealized -2.1%
MMM 3M CO 0.5%
Value ($000) $4,521 Shares 21,754 Est. Cost $113.39 Unrealized +15.6%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.4%
Value ($000) $4,505 Shares 421,850 Est. Cost $10.77 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.4%
Value ($000) $4,451 Shares 31,015 Est. Cost $116.91 Unrealized +0.1%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $4,406 Shares 39,332 Est. Cost $57.24 Unrealized +48.1%
PFE PFIZER INC 0.4%
Value ($000) $4,371 Shares 102,915 Est. Cost $17.46 Unrealized +67.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $4,345 Shares 38,870 Est. Cost $155.20 Unrealized
NVS NOVARTIS AG-ADR 0.4%
Value ($000) $4,218 Shares 43,871 Est. Cost $72.26 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $4,055 Shares 52,901 Est. Cost $50.89 Unrealized +5.9%
ETN EATON CORP PLC 0.4%
Value ($000) $4,047 Shares 50,234 Est. Cost $64.56 Unrealized +3.0%
BB&T CORPORATION 0.4%
Value ($000) $4,036 Shares 86,738 Est. Cost $38.60 Unrealized
ALB ALBEMARLE CORPORATION 0.4%
Value ($000) $4,026 Shares 49,110 Est. Cost $85.44 Unrealized -13.0%
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $3,881 Shares 40,723 Est. Cost $68.48 Unrealized
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $3,879 Shares 67,206 Est. Cost $42.10 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $3,783 Shares 12,604 Est. Cost $242.82 Unrealized +0.3%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $3,720 Shares 33,300 Est. Cost $74.40 Unrealized +8.8%
HAS HASBRO, INC. 0.4%
Value ($000) $3,700 Shares 43,514 Est. Cost $33.59 Unrealized +101.0%
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $3,693 Shares 96,150 Est. Cost $29.81 Unrealized +23.1%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.4%
Value ($000) $3,553 Shares 20,266 Est. Cost $184.77 Unrealized -18.5%
FISMX FIDELITY INTERNATIONAL SMALL CAP FUND 0.3%
Value ($000) $3,493 Shares 135,687 Est. Cost $24.49 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $3,477 Shares 95,897 Est. Cost $21.39 Unrealized +7.1%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $3,453 Shares 243,526 Est. Cost $14.02 Unrealized
EOG EOG RESOURCES INC 0.3%
Value ($000) $3,444 Shares 36,186 Est. Cost $66.62 Unrealized +8.0%
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $3,439 Shares 74,319 Est. Cost $35.23 Unrealized -9.8%
MPC MARATHON PETROLEUM CORPORATION 0.3%
Value ($000) $3,434 Shares 57,380 Est. Cost $50.41 Unrealized +0.1%
MO ALTRIA GROUP INC. 0.3%
Value ($000) $3,309 Shares 57,612 Est. Cost $24.25 Unrealized +22.5%
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $3,231 Shares 72,967 Est. Cost $45.44 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.3%
Value ($000) $3,199 Shares 48,317 Est. Cost $54.69 Unrealized +3.3%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.3%
Value ($000) $3,113 Shares 11,901 Est. Cost $209.07 Unrealized
KEY KEYCORP 0.3%
Value ($000) $3,059 Shares 194,217 Est. Cost $12.38 Unrealized -3.3%
PRU PRUDENTIAL FINANCIAL, INC. 0.3%
Value ($000) $3,045 Shares 33,146 Est. Cost $74.22 Unrealized -11.8%
KELLOGG CO. 0.3%
Value ($000) $3,028 Shares 52,785 Est. Cost $45.75 Unrealized -9.4%
USSPX USAA S&P 500 INDEX FUND 0.3%
Value ($000) $2,951 Shares 74,134 Est. Cost $33.20 Unrealized
SLB SCHLUMBERGER LIMITED 0.3%
Value ($000) $2,784 Shares 63,905 Est. Cost $48.68 Unrealized -26.6%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.3%
Value ($000) $2,594 Shares 248,941 Est. Cost $10.46 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $2,440 Shares 33,284 Est. Cost $60.45 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,390 Shares 88,390 Est. Cost $27.45 Unrealized
CSX CSX CORP. 0.2%
Value ($000) $2,245 Shares 30,000 Est. Cost $21.58 Unrealized -2.2%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.2%
Value ($000) $2,238 Shares 90,467 Est. Cost $23.98 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND I CL 0.2%
Value ($000) $2,112 Shares 54,644 Est. Cost $37.43 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,883 Shares 28,459 Est. Cost $48.03 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,695 Shares 6,000 Est. Cost $180.32 Unrealized
DODGX DODGE & COX STOCK FUND 0.2%
Value ($000) $1,652 Shares 9,002 Est. Cost $147.88 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,596 Shares 128,964 Est. Cost $11.26 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.2%
Value ($000) $1,572 Shares 118,282 Est. Cost $13.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $1,471 Shares 34,606 Est. Cost $36.35 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,438 Shares 13,120 Est. Cost $67.47 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,404 Shares 19,932 Est. Cost $49.37 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,390 Shares 6,102 Est. Cost $193.22 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,387 Shares 621,939 Est. Cost $1.96 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,344 Shares 8,593 Est. Cost $78.15 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,295 Shares 14,297 Est. Cost $77.99 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 0.1%
Value ($000) $1,259 Shares 49,545 Est. Cost $25.81 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,221 Shares 4,290 Est. Cost $257.05 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.1%
Value ($000) $1,216 Shares 90,949 Est. Cost $13.45 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,174 Shares 4,529 Est. Cost $150.75 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.1%
Value ($000) $1,082 Shares 22,230 Est. Cost $49.14 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,019 Shares 15,718 Est. Cost $58.06 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $936 Shares 22,910 Est. Cost $39.26 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $927 Shares 89,350 Est. Cost $10.48 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $892 Shares 164,349 Est. Cost $6.92 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.1%
Value ($000) $860 Shares 251,604 Est. Cost $3.92 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $815 Shares 20,230 Est. Cost $44.24 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $803 Shares 3,386 Est. Cost $218.79 Unrealized +3.5%
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.1%
Value ($000) $703 Shares 27,441 Est. Cost $24.40 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $685 Shares 14,362 Est. Cost $29.51 Unrealized +29.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $678 Shares 578 Est. Cost $35.93 Unrealized +55.0%
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $654 Shares 55,000 Est. Cost $11.91 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $598 Shares 7,757 Est. Cost $86.65 Unrealized
AMZN AMAZON.COM INC. 0.1%
Value ($000) $597 Shares 335 Est. Cost $65.25 Unrealized +27.5%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $594 Shares 23,282 Est. Cost $42.47 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $592 Shares 6,097 Est. Cost $83.25 Unrealized -3.3%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $587 Shares 8,575 Est. Cost $49.67 Unrealized +10.7%
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.1%
Value ($000) $573 Shares 13,349 Est. Cost $43.55 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $558 Shares 2,947 Est. Cost $155.13 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $546 Shares 24,087 Est. Cost $21.96 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $540 Shares 11,600 Est. Cost $51.65 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.1%
Value ($000) $509 Shares 5,904 Est. Cost $58.77 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $501 Shares 3,134 Est. Cost $60.16 Unrealized +108.5%
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $493 Shares 47,032 Est. Cost $10.64 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $489 Shares 1,834 Est. Cost $187.43 Unrealized +34.5%
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.0%
Value ($000) $478 Shares 21,040 Est. Cost $27.11 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $473 Shares 2,398 Est. Cost $81.40 Unrealized +79.4%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $472 Shares 3,525 Est. Cost $86.46 Unrealized
HARRIS CORPORATION 0.0%
Value ($000) $455 Shares 2,850 Est. Cost $161.40 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $443 Shares 6,467 Est. Cost $47.11 Unrealized +18.9%
ABEMX ABERDEEN EMERGING MARKETS INST 0.0%
Value ($000) $433 Shares 28,799 Est. Cost $13.92 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FD CL I 0.0%
Value ($000) $424 Shares 11,615 Est. Cost $32.04 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $407 Shares 1,869 Est. Cost $113.69 Unrealized +38.3%
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $400 Shares 116,391 Est. Cost $3.44 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $395 Shares 4,544 Est. Cost $79.59 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $384 Shares 4,819 Est. Cost $79.16 Unrealized
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $383 Shares 37,326 Est. Cost $10.11 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $382 Shares 1,987 Est. Cost $138.69 Unrealized +11.5%
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $368 Shares 2,752 Est. Cost $72.81 Unrealized +27.2%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $367 Shares 18,188 Est. Cost $20.12 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $360 Shares 6,706 Est. Cost $18.93 Unrealized +131.5%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $353 Shares 11,438 Est. Cost $28.80 Unrealized
PG PROCTER & GAMBLE CO. 0.0%
Value ($000) $348 Shares 3,348 Est. Cost $59.02 Unrealized +39.0%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $344 Shares 30,528 Est. Cost $12.00 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $343 Shares 2,594 Est. Cost $63.07 Unrealized +57.6%
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $329 Shares 33,826 Est. Cost $9.98 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $329 Shares 5,108 Est. Cost $59.17 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $314 Shares 3,485 Est. Cost $50.74 Unrealized +31.9%
NEXTIER, INC. 0.0%
Value ($000) $311 Shares 3,600 Est. Cost $83.06 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $309 Shares 6,443 Est. Cost $52.68 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $308 Shares 14,320 Est. Cost $22.19 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $306 Shares 5,442 Est. Cost $30.67 Unrealized +40.6%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $299 Shares 4,066 Est. Cost $34.79 Unrealized +36.7%
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $293 Shares 30,042 Est. Cost $10.01 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $293 Shares 2,680 Est. Cost $74.03 Unrealized +29.4%
LUBY'S INC 0.0%
Value ($000) $291 Shares 202,297 Est. Cost $1.77 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $280 Shares 3,710 Est. Cost $38.50 Unrealized +44.3%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $264 Shares 8,759 Est. Cost $31.33 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $263 Shares 4,928 Est. Cost $68.51 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $261 Shares 16,386 Est. Cost $17.70 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $253 Shares 2,630 Est. Cost $75.69 Unrealized +17.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $248 Shares 1,578 Est. Cost $120.60 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $247 Shares 1,353 Est. Cost $92.30 Unrealized +31.7%
WMT WAL-MART, INC. 0.0%
Value ($000) $245 Shares 2,517 Est. Cost $20.79 Unrealized +40.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $237 Shares 2,729 Est. Cost $85.42 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $232 Shares 1,301 Est. Cost $97.00 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $227 Shares 501 Est. Cost $349.39 Unrealized +2.5%
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $226 Shares 5,642 Est. Cost $40.81 Unrealized
V VISA INC 0.0%
Value ($000) $225 Shares 1,440 Est. Cost $89.25 Unrealized +53.9%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $222 Shares 2,027 Est. Cost $63.73 Unrealized +38.2%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $220 Shares 13,920 Est. Cost $15.84 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $219 Shares 1,131 Est. Cost $19.15 Unrealized +101.5%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $218 Shares 1,086 Est. Cost $142.09 Unrealized +5.9%
SO SOUTHERN CO. 0.0%
Value ($000) $218 Shares 4,227 Est. Cost $28.09 Unrealized +33.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $215 Shares 630 Est. Cost $249.28 Unrealized +17.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $211 Shares 4,379 Est. Cost $33.05 Unrealized +13.8%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $211 Shares 1,770 Est. Cost $46.07 Unrealized +90.5%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $211 Shares 3,409 Est. Cost $67.12 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $207 Shares 4,283 Est. Cost $47.64 Unrealized -14.4%
IBM IBM 0.0%
Value ($000) $204 Shares 1,440 Est. Cost $105.68 Unrealized -10.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $201 Shares 7,296 Est. Cost $20.43 Unrealized +17.0%
CELGENE CORPORATION 0.0%
Value ($000) $201 Shares 2,128 Est. Cost $94.95 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $200 Shares 2,000 Est. Cost $97.45 Unrealized -10.8%
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $199 Shares 11,760 Est. Cost $15.15 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $197 Shares 1,730 Est. Cost $71.52 Unrealized
PARSLEY ENERGY INC CLASS A 0.0%
Value ($000) $193 Shares 10,000 Est. Cost $27.80 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $192 Shares 14,821 Est. Cost $13.00 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $191 Shares 500 Est. Cost $117.33 Unrealized +219.8%
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $191 Shares 5,630 Est. Cost $46.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $187 Shares 1,903 Est. Cost $64.99 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $184 Shares 1,145 Est. Cost $84.27 Unrealized +50.6%
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $183 Shares 13,839 Est. Cost $12.65 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $177 Shares 9,339 Est. Cost $11.98 Unrealized +19.4%
WELL WELLTOWER INC 0.0%
Value ($000) $177 Shares 2,284 Est. Cost $48.15 Unrealized +25.2%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $169 Shares 3,546 Est. Cost $49.79 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $166 Shares 1,097 Est. Cost $124.92 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $166 Shares 3,479 Est. Cost $30.75 Unrealized +12.4%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $165 Shares 13,219 Est. Cost $20.88 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $164 Shares 1,017 Est. Cost $190.77 Unrealized -12.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $162 Shares 900 Est. Cost $172.60 Unrealized
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $158 Shares 3,950 Est. Cost $30.68 Unrealized +10.0%
JPIB JPMORGAN GLOBAL BOND OPPORTUNITIES 0.0%
Value ($000) $156 Shares 3,183 Est. Cost $50.05 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $154 Shares 1,364 Est. Cost $55.39 Unrealized +68.7%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $148 Shares 14,914 Est. Cost $19.48 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $148 Shares 475 Est. Cost $64.01 Unrealized +355.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $146 Shares 1,593 Est. Cost $62.55 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $146 Shares 1,529 Est. Cost $72.27 Unrealized -0.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $143 Shares 2,142 Est. Cost $41.37 Unrealized +28.1%
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $142 Shares 10,399 Est. Cost $13.67 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $139 Shares 2,400 Est. Cost $60.80 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $133 Shares 1,970 Est. Cost $63.96 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $131 Shares 650 Est. Cost $204.42 Unrealized -13.1%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $128 Shares 2,457 Est. Cost $40.80 Unrealized +18.3%
BURKE & HERBERT BANK & TRUST 0.0%
Value ($000) $128 Shares 44 Est. Cost $2170.07 Unrealized
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $124 Shares 5,526 Est. Cost $26.30 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $124 Shares 884 Est. Cost $107.56 Unrealized +10.2%
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $124 Shares 6,464 Est. Cost $35.93 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $124 Shares 3,906 Est. Cost $16.85 Unrealized +37.1%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $121 Shares 3,423 Est. Cost $37.83 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $121 Shares 977 Est. Cost $68.86 Unrealized +32.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $120 Shares 2,059 Est. Cost $57.54 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $117 Shares 1,406 Est. Cost $42.28 Unrealized +47.7%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $116 Shares 2,148 Est. Cost $67.27 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $112 Shares 454 Est. Cost $128.44 Unrealized +77.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $112 Shares 907 Est. Cost $115.72 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $107 Shares 2,073 Est. Cost $53.07 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $104 Shares 1,637 Est. Cost $38.41 Unrealized +23.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $103 Shares 1,290 Est. Cost $46.20 Unrealized +43.1%
FELE FRANKLIN ELECTRIC CO INC 0.0%
Value ($000) $102 Shares 2,000 Est. Cost $39.52 Unrealized +16.0%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $101 Shares 510 Est. Cost $180.39 Unrealized
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $100 Shares 44,900 Est. Cost $3.34 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $100 Shares 1,579 Est. Cost $76.61 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $99 Shares 1,122 Est. Cost $52.57 Unrealized +6.7%
SYK STRYKER CORP 0.0%
Value ($000) $98 Shares 494 Est. Cost $112.86 Unrealized +48.1%
AEE AMEREN CORP 0.0%
Value ($000) $98 Shares 1,333 Est. Cost $27.83 Unrealized +105.8%
JAGIX JANUS HENDERSON GROWTH & INCOME FD CL T 0.0%
Value ($000) $96 Shares 1,737 Est. Cost $40.61 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $94 Shares 1,549 Est. Cost $62.80 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $91 Shares 1,176 Est. Cost $68.03 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $89 Shares 1,128 Est. Cost $48.58 Unrealized +22.8%
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $88 Shares 3,143 Est. Cost $22.59 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $88 Shares 885 Est. Cost $99.83 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $87 Shares 922 Est. Cost $42.26 Unrealized +82.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $85 Shares 554 Est. Cost $131.75 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $84 Shares 815 Est. Cost $52.80 Unrealized +56.2%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $82 Shares 428 Est. Cost $55.75 Unrealized +2.4%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $80 Shares 954 Est. Cost $82.63 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $79 Shares 992 Est. Cost $79.42 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $78 Shares 1,389 Est. Cost $48.39 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $78 Shares 740 Est. Cost $45.38 Unrealized +94.9%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $77 Shares 4,675 Est. Cost $16.31 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $74 Shares 1,197 Est. Cost $46.49 Unrealized +4.9%
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $74 Shares 712 Est. Cost $105.72 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $72 Shares 850 Est. Cost $40.46 Unrealized +17.0%
CMI CUMMINS INC 0.0%
Value ($000) $71 Shares 455 Est. Cost $91.20 Unrealized +37.9%
SPDR BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $69 Shares 1,909 Est. Cost $36.69 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $68 Shares 685 Est. Cost $93.46 Unrealized +3.9%
NATIONAL INSTRUMENTS CORPORATION 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $50.67 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $66 Shares 3,600 Est. Cost $19.14 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $66 Shares 1,010 Est. Cost $74.94 Unrealized -26.1%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $66 Shares 1,332 Est. Cost $21.03 Unrealized +76.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $65 Shares 450 Est. Cost $130.64 Unrealized
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $65 Shares 3,010 Est. Cost $12.41 Unrealized
EATON VANCE TAX ADVANTAGED GLOBAL DIV INC FD 0.0%
Value ($000) $63 Shares 4,050 Est. Cost $16.79 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $62 Shares 333 Est. Cost $57.67 Unrealized +160.9%
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $62 Shares 676 Est. Cost $84.91 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $62 Shares 829 Est. Cost $55.37 Unrealized -0.3%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $62 Shares 955 Est. Cost $53.20 Unrealized +19.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $61 Shares 3,050 Est. Cost $17.85 Unrealized -30.0%
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $61 Shares 2,756 Est. Cost $19.59 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $60 Shares 300 Est. Cost $148.29 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $60 Shares 368 Est. Cost $141.56 Unrealized
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $59 Shares 371 Est. Cost $134.41 Unrealized +13.9%
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $59 Shares 1,828 Est. Cost $35.01 Unrealized
PHILLIPS EDISON GROCERY CTR REIT II 0.0%
Value ($000) $59 Shares 2,594 Est. Cost $22.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $58 Shares 556 Est. Cost $102.52 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $58 Shares 700 Est. Cost $86.12 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $57 Shares 849 Est. Cost $54.12 Unrealized 0.0%
BP BP PLC SPONS ADR 0.0%
Value ($000) $57 Shares 1,287 Est. Cost $42.56 Unrealized
CMA COMERICA INCORPORATED 0.0%
Value ($000) $56 Shares 770 Est. Cost $66.87 Unrealized -14.1%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $56 Shares 2,186 Est. Cost $20.88 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $56 Shares 900 Est. Cost $62.95 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $55 Shares 670 Est. Cost $62.46 Unrealized +15.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $55 Shares 222 Est. Cost $161.99 Unrealized +31.3%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $54 Shares 1,721 Est. Cost $30.00 Unrealized
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $54 Shares 15 Est. Cost $1502.02 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $53 Shares 350 Est. Cost $162.86 Unrealized
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $52 Shares 710 Est. Cost $55.13 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $51 Shares 470 Est. Cost $108.02 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $51 Shares 1,035 Est. Cost $46.05 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $50 Shares 391 Est. Cost $120.47 Unrealized -9.2%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $49 Shares 500 Est. Cost $12.33 Unrealized +32.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $48 Shares 835 Est. Cost $43.17 Unrealized +5.9%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $48 Shares 963 Est. Cost $31.36 Unrealized +20.9%
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $48 Shares 4,326 Est. Cost $11.71 Unrealized
AIIYX INVESCO INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $48 Shares 1,502 Est. Cost $36.07 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $47 Shares 468 Est. Cost $66.58 Unrealized +25.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $47 Shares 516 Est. Cost $73.32 Unrealized +1.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $47 Shares 66 Est. Cost $11.60 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $46 Shares 1,107 Est. Cost $40.76 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $46 Shares 277 Est. Cost $110.34 Unrealized +22.0%
TGT TARGET CORP 0.0%
Value ($000) $45 Shares 555 Est. Cost $43.13 Unrealized +40.7%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $44 Shares 547 Est. Cost $33.58 Unrealized +90.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $44 Shares 846 Est. Cost $33.89 Unrealized +5.6%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $44 Shares 496 Est. Cost $66.69 Unrealized +10.5%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 0.0%
Value ($000) $43 Shares 3,325 Est. Cost $11.73 Unrealized
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $43 Shares 350 Est. Cost $50.55 Unrealized +91.5%
CRANE CO 0.0%
Value ($000) $43 Shares 506 Est. Cost $58.54 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $42 Shares 232 Est. Cost $179.35 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $42 Shares 240 Est. Cost $88.94 Unrealized +68.6%
LINDE PLC 0.0%
Value ($000) $41 Shares 234 Est. Cost $158.12 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $40 Shares 450 Est. Cost $67.40 Unrealized +16.6%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $37 Shares 426 Est. Cost $70.07 Unrealized
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $37 Shares 2,255 Est. Cost $18.16 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $37 Shares 221 Est. Cost $104.90 Unrealized +37.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $37 Shares 731 Est. Cost $15.99 Unrealized +67.3%
CAT CATERPILLAR INC. 0.0%
Value ($000) $36 Shares 263 Est. Cost $78.45 Unrealized +46.1%
PWV INVESCO DYNAMIC LARGE CAP VALUE PORTFOLIO 0.0%
Value ($000) $35 Shares 982 Est. Cost $35.64 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $35 Shares 300 Est. Cost $96.67 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $34 Shares 654 Est. Cost $47.03 Unrealized -0.5%
USAAX USAA GROWTH FUND 0.0%
Value ($000) $34 Shares 1,129 Est. Cost $27.92 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $33 Shares 516 Est. Cost $65.89 Unrealized
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $33 Shares 953 Est. Cost $33.32 Unrealized 0.0%
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $32 Shares 623 Est. Cost $19.09 Unrealized -1.2%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $32 Shares 75 Est. Cost $85.35 Unrealized +53.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $31 Shares 310 Est. Cost $66.39 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $31 Shares 132 Est. Cost $140.89 Unrealized +47.1%
SAP SAP SE 0.0%
Value ($000) $31 Shares 265 Est. Cost $116.98 Unrealized
PRA HEALTH SCIENCES INC 0.0%
Value ($000) $31 Shares 280 Est. Cost $110.75 Unrealized
NWL NEWELL RUBBERMAID INC. 0.0%
Value ($000) $30 Shares 1,939 Est. Cost $20.91 Unrealized -36.6%
BED BATH & BEYOND INC. 0.0%
Value ($000) $30 Shares 1,769 Est. Cost $16.96 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $30 Shares 730 Est. Cost $33.33 Unrealized +14.0%
FISV FISERV, INC. 0.0%
Value ($000) $29 Shares 329 Est. Cost $55.46 Unrealized +48.8%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC 0.0%
Value ($000) $29 Shares 84 Est. Cost $302.42 Unrealized 0.0%
JEF JEFFERIES FINANCIAL GROUP INC 0.0%
Value ($000) $29 Shares 1,559 Est. Cost $14.27 Unrealized 0.0%
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $28 Shares 185 Est. Cost $151.03 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $28 Shares 765 Est. Cost $24.14 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $28 Shares 172 Est. Cost $71.12 Unrealized +94.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $28 Shares 216 Est. Cost $108.20 Unrealized -0.7%
KR THE KROGER CO. 0.0%
Value ($000) $28 Shares 1,135 Est. Cost $23.61 Unrealized 0.0%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $27 Shares 241 Est. Cost $53.99 Unrealized +69.6%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $26 Shares 1,944 Est. Cost $13.71 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $26 Shares 993 Est. Cost $25.67 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $26 Shares 277 Est. Cost $72.87 Unrealized +8.9%
CERNER CORPORATION 0.0%
Value ($000) $26 Shares 457 Est. Cost $59.23 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $25 Shares 2,904 Est. Cost $6.24 Unrealized -2.6%
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $24 Shares 1,009 Est. Cost $23.98 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $24 Shares 200 Est. Cost $79.26 Unrealized +14.4%
FNF FNF GROUP 0.0%
Value ($000) $24 Shares 661 Est. Cost $16.74 Unrealized +48.4%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $38.93 Unrealized +45.8%
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $23 Shares 568 Est. Cost $35.51 Unrealized -1.2%
VYX NCR CORPORATION 0.0%
Value ($000) $22 Shares 806 Est. Cost $16.56 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $22 Shares 176 Est. Cost $32.34 Unrealized +45.8%
BCE BCE INC 0.0%
Value ($000) $22 Shares 485 Est. Cost $26.61 Unrealized +3.4%
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $22 Shares 484 Est. Cost $44.98 Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $21 Shares 1,319 Est. Cost $15.92 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $21 Shares 79 Est. Cost $80.31 Unrealized +203.4%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $21 Shares 180 Est. Cost $196.39 Unrealized -40.3%
JUNIPER NETWORKS INC 0.0%
Value ($000) $20 Shares 741 Est. Cost $26.99 Unrealized
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $20 Shares 345 Est. Cost $55.07 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $20 Shares 198 Est. Cost $107.26 Unrealized -14.1%
USHYX USAA HIGH YIELD OPPORTUNITIES FUND 0.0%
Value ($000) $20 Shares 2,502 Est. Cost $7.99 Unrealized
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $20 Shares 363 Est. Cost $23.53 Unrealized +21.1%
OGE OGE ENERGY CORP 0.0%
Value ($000) $20 Shares 465 Est. Cost $29.03 Unrealized +42.7%
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $20 Shares 143 Est. Cost $90.91 Unrealized
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $19 Shares 333 Est. Cost $48.15 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $19 Shares 1,358 Est. Cost $14.75 Unrealized
INGR INGREDION INCORPORATED 0.0%
Value ($000) $19 Shares 199 Est. Cost $94.49 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $108.98 Unrealized +38.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $18 Shares 240 Est. Cost $45.83 Unrealized +27.6%
FDX FEDEX CORPORATION 0.0%
Value ($000) $18 Shares 100 Est. Cost $171.34 Unrealized -9.0%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 461 Est. Cost $41.84 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $18 Shares 179 Est. Cost $95.04 Unrealized -19.0%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $18 Shares 767 Est. Cost $16.21 Unrealized -1.9%
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $18 Shares 495 Est. Cost $19.16 Unrealized +57.9%
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $18 Shares 2,265 Est. Cost $8.57 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $18 Shares 264 Est. Cost $66.35 Unrealized +1.9%
DIAMOND OFFSHORE DRILLING INC 0.0%
Value ($000) $17 Shares 1,580 Est. Cost $20.89 Unrealized
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $17 Shares 175 Est. Cost $55.56 Unrealized +55.2%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $17 Shares 951 Est. Cost $22.08 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $17 Shares 178 Est. Cost $78.65 Unrealized
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $17 Shares 125 Est. Cost $114.17 Unrealized -3.4%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $17 Shares 420 Est. Cost $39.05 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $17 Shares 305 Est. Cost $50.08 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $15 Shares 148 Est. Cost $103.76 Unrealized -14.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $15 Shares 582 Est. Cost $18.93 Unrealized +7.1%
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
MERIDIAN BANCORP INC 0.0%
Value ($000) $15 Shares 975 Est. Cost $13.48 Unrealized
BTU PEABODY ENERGY CORPORATION 0.0%
Value ($000) $15 Shares 524 Est. Cost $28.21 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $155.80 Unrealized -4.0%
USIFX USAA INTERNATIONAL FUND 0.0%
Value ($000) $15 Shares 510 Est. Cost $29.41 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $15 Shares 273 Est. Cost $51.28 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $14 Shares 160 Est. Cost $87.50 Unrealized -13.7%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $76.36 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $14 Shares 220 Est. Cost $53.94 Unrealized -5.7%
TAMALE BLANCA, INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.00 Unrealized
SGENX FIRST EAGLE GLOBAL CL A 0.0%
Value ($000) $13 Shares 233 Est. Cost $55.79 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $13 Shares 500 Est. Cost $19.29 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $93.81 Unrealized +17.7%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $105.00 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $13 Shares 655 Est. Cost $20.08 Unrealized
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $13 Shares 106 Est. Cost $112.08 Unrealized
SWISX SCHWAB INTERNATIONAL INDEX-SE 0.0%
Value ($000) $13 Shares 660 Est. Cost $16.67 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $13 Shares 330 Est. Cost $39.13 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $13 Shares 280 Est. Cost $38.31 Unrealized +2.8%
NUE NUCOR CORPORATION 0.0%
Value ($000) $12 Shares 200 Est. Cost $40.08 Unrealized +26.5%
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 270 Est. Cost $38.48 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $156.64 Unrealized +4.8%
TOTAL SA-SPON ADR 0.0%
Value ($000) $11 Shares 199 Est. Cost $64.97 Unrealized
OPPENHEIMER SENIOR FLOATING RATE FUND CL C 0.0%
Value ($000) $11 Shares 1,338 Est. Cost $8.22 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $11 Shares 156 Est. Cost $51.45 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $11 Shares 202 Est. Cost $44.32 Unrealized
SFCWX AMERICAN SMALLCAP WORLD FUND F3 0.0%
Value ($000) $11 Shares 206 Est. Cost $48.54 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $11 Shares 238 Est. Cost $30.31 Unrealized +17.6%
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $10 Shares 165 Est. Cost $70.26 Unrealized -27.0%
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $10 Shares 333 Est. Cost $28.51 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.15 Unrealized -28.8%
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $9 Shares 248 Est. Cost $19.17 Unrealized +52.0%
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.0%
Value ($000) $9 Shares 828 Est. Cost $11.11 Unrealized
BPRCX BLACKROCK INFLATION PROTECTED BOND PORT 0.0%
Value ($000) $9 Shares 950 Est. Cost $9.47 Unrealized
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $8 Shares 664 Est. Cost $11.29 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $8 Shares 133 Est. Cost $61.33 Unrealized
WFBFX AMERICAN CAPITAL WORLD BOND FD F3 0.0%
Value ($000) $8 Shares 409 Est. Cost $19.45 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.69 Unrealized +41.3%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $8 Shares 242 Est. Cost $50.24 Unrealized -42.1%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $8 Shares 401 Est. Cost $19.95 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $8 Shares 170 Est. Cost $56.76 Unrealized
MET METLIFE INC 0.0%
Value ($000) $8 Shares 198 Est. Cost $27.25 Unrealized +28.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $7 Shares 40 Est. Cost $175.00 Unrealized
MEDCX MFS EMERGING MARKETS DEBT FUND C 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
USCAX USAA SMALL CAP STOCK FUND 0.0%
Value ($000) $7 Shares 466 Est. Cost $15.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 117 Est. Cost $25.10 Unrealized -3.7%
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $7 Shares 180 Est. Cost $63.78 Unrealized
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 73 Est. Cost $86.89 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $6 Shares 36 Est. Cost $127.28 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $60.39 Unrealized +3.3%
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $6 Shares 64 Est. Cost $78.13 Unrealized
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $6 Shares 178 Est. Cost $37.88 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $6 Shares 76 Est. Cost $69.17 Unrealized 0.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.31 Unrealized +0.9%
USAGX USAA PRECIOUS METALS AND MINERALS FUND 0.0%
Value ($000) $5 Shares 391 Est. Cost $12.79 Unrealized
USEMX USAA EMERGING MARKETS FUND 0.0%
Value ($000) $5 Shares 252 Est. Cost $19.84 Unrealized
VFIIX VANGUARD GNMA FUND INVESTOR SHARES 0.0%
Value ($000) $4 Shares 381 Est. Cost $10.50 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $53.61 Unrealized +36.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $76.82 Unrealized +27.8%
NORDSTROM, INC. 0.0%
Value ($000) $4 Shares 86 Est. Cost $64.79 Unrealized
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $4 Shares 135 Est. Cost $25.40 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 153 Est. Cost $33.96 Unrealized -22.7%
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $4 Shares 341 Est. Cost $11.02 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.62 Unrealized
FCPT FOUR CORNERS PROPERTY TRUST 0.0%
Value ($000) $3 Shares 98 Est. Cost $20.41 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $131.20 Unrealized -5.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $33.70 Unrealized +94.7%
PHM PULTE HOMES INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.11 Unrealized -3.1%
GRMN GARMIN LTD 0.0%
Value ($000) $2 Shares 22 Est. Cost $55.05 Unrealized +16.7%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.00 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
PCG P G & E CORPORATION 0.0%
Value ($000) $2 Shares 137 Est. Cost $45.60 Unrealized -64.8%
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 +17.6%
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
BWZ SPDR BARCLAYS CAPITAL SHORT TERM INTL TREAS 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.82 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 0.0%
Value ($000) $1 Shares 137 Est. Cost $7.30 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $46.83 Unrealized -12.4%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $52.82 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $48.88 Unrealized
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $1 Shares 122 Est. Cost $18.19 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $68.97 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -8.8%
GLW CORNING INCORPORATED 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.12 Unrealized +17.0%
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SGLRF SPYGLASS RESOURCES CORP 0.0%
Value ($000) $0 Shares 286 Est. Cost $0.00 Unrealized 0.0%
PERSPECTA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $50.50 Unrealized -65.3%
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
SANOFI CONTINGENT VALUE RIGHTS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized