SOL Capital Management CO Diversified Active

CIK: 0001339270 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 1, 2015

Total Value ($000): $272,059 (100.0% shares, 0.0% debt)

Holdings (191)

Coach Inc 17.2%
Value ($000) $46,849 Shares 1,130,809 Est. Cost $56.64 Unrealized
IBOC International Bancshares Corp. 4.9%
Value ($000) $13,419 Shares 515,525 Est. Cost $14.96 Unrealized +23.5%
Powershares QQQ Trust Series 1 4.4%
Value ($000) $11,973 Shares 113,376 Est. Cost $71.27 Unrealized
PowerShares KBW Bank ETF 3.3%
Value ($000) $8,877 Shares 239,410 Est. Cost $33.02 Unrealized
First Trust ISE-Revere Natural 3.0%
Value ($000) $8,072 Shares 759,335 Est. Cost $14.17 Unrealized
ITB iShares DJ US Home Constructio 2.5%
Value ($000) $6,933 Shares 245,601 Est. Cost $22.54 Unrealized
MGK Vanguard MegaCap300 Growth Ind 1.9%
Value ($000) $5,280 Shares 63,357 Est. Cost $61.62 Unrealized
MGC Vanguard Mega Cap 300 Index ET 1.7%
Value ($000) $4,687 Shares 66,614 Est. Cost $55.73 Unrealized
IXN IShares S&P Global Technology 1.7%
Value ($000) $4,577 Shares 47,255 Est. Cost $77.53 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $3,906 Shares 31,388 Est. Cost $18.32 Unrealized +46.5%
Blackstone Group LP 1.4%
Value ($000) $3,756 Shares 96,575 Est. Cost $21.74 Unrealized
General Electric Company 1.3%
Value ($000) $3,569 Shares 143,856 Est. Cost $23.22 Unrealized
UNH UnitedHealth Group, Inc. 1.3%
Value ($000) $3,514 Shares 29,703 Est. Cost $50.94 Unrealized +82.9%
VO Vanguard Mid-Cap ETF 1.2%
Value ($000) $3,177 Shares 23,938 Est. Cost $129.74 Unrealized
VFH Vanguard Financials ETF 1.2%
Value ($000) $3,135 Shares 63,606 Est. Cost $44.20 Unrealized
BAC Bank of America Corp 1.1%
Value ($000) $2,873 Shares 186,653 Est. Cost $10.09 Unrealized +26.4%
HD Home Depot Inc 1.0%
Value ($000) $2,841 Shares 25,010 Est. Cost $56.08 Unrealized +52.2%
Carlyle Group 1.0%
Value ($000) $2,718 Shares 100,300 Est. Cost $28.46 Unrealized
Hewlett-Packard Company 0.8%
Value ($000) $2,253 Shares 72,317 Est. Cost $24.96 Unrealized
MSFT Microsoft Corp 0.8%
Value ($000) $2,248 Shares 55,298 Est. Cost $26.70 Unrealized +39.5%
ORCL Oracle Corp 0.8%
Value ($000) $2,239 Shares 51,900 Est. Cost $27.61 Unrealized +33.4%
VXF Vanguard Extended Market Index 0.8%
Value ($000) $2,176 Shares 23,529 Est. Cost $79.70 Unrealized
C Citigroup Inc 0.8%
Value ($000) $2,174 Shares 42,189 Est. Cost $35.84 Unrealized +5.8%
INTC Intel Corp 0.8%
Value ($000) $2,128 Shares 68,067 Est. Cost $17.19 Unrealized +51.3%
CMCSA Comcast Corp New Cl A 0.8%
Value ($000) $2,100 Shares 37,184 Est. Cost $15.70 Unrealized +42.7%
JPM JPMorgan Chase & Co 0.8%
Value ($000) $2,099 Shares 34,649 Est. Cost $36.29 Unrealized +22.0%
TEVA Teva Pharmaceutical Industries 0.8%
Value ($000) $2,084 Shares 33,447 Est. Cost $39.20 Unrealized
Global X Silver Miners ETF 0.8%
Value ($000) $2,062 Shares 245,225 Est. Cost $11.51 Unrealized
VEU Vanguard FTSE All World Ex-US 0.7%
Value ($000) $2,019 Shares 41,430 Est. Cost $44.82 Unrealized
WFC Wells Fargo & Co New 0.7%
Value ($000) $2,012 Shares 36,977 Est. Cost $27.77 Unrealized +43.5%
AIG American International Group N 0.7%
Value ($000) $1,970 Shares 35,959 Est. Cost $33.84 Unrealized +21.8%
Time Warner, Inc. 0.7%
Value ($000) $1,963 Shares 23,242 Est. Cost $57.98 Unrealized
FDX FedEx Corp. 0.7%
Value ($000) $1,955 Shares 11,815 Est. Cost $81.95 Unrealized +80.4%
DIS The Walt Disney Co. 0.7%
Value ($000) $1,872 Shares 17,849 Est. Cost $56.75 Unrealized +61.9%
KKR & Co. LP Del Com Units 0.7%
Value ($000) $1,869 Shares 81,925 Est. Cost $22.79 Unrealized
PFE Pfizer, Inc. 0.7%
Value ($000) $1,843 Shares 52,966 Est. Cost $16.50 Unrealized +21.9%
PG Procter & Gamble 0.7%
Value ($000) $1,829 Shares 22,318 Est. Cost $55.29 Unrealized +15.0%
SPDR S&P Oil & Gas Explor & Pr 0.7%
Value ($000) $1,769 Shares 34,241 Est. Cost $49.16 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,722 Shares 62,567 Est. Cost $15.24 Unrealized +31.9%
MGV Vanguard MegaCap 300 Value Ind 0.6%
Value ($000) $1,662 Shares 27,800 Est. Cost $50.46 Unrealized
EBAY eBay, Inc. 0.6%
Value ($000) $1,556 Shares 26,975 Est. Cost $20.18 Unrealized +5.2%
VWO Vanguard Emerging Markets ETF 0.5%
Value ($000) $1,494 Shares 36,550 Est. Cost $39.32 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $1,478 Shares 14,696 Est. Cost $59.66 Unrealized +25.9%
HON Honeywell International 0.5%
Value ($000) $1,475 Shares 14,137 Est. Cost $53.55 Unrealized +36.3%
SCHW Charles Schwab Corp. 0.5%
Value ($000) $1,456 Shares 47,846 Est. Cost $15.92 Unrealized +59.6%
YUM Yum! Brands, Inc. 0.5%
Value ($000) $1,453 Shares 18,464 Est. Cost $39.34 Unrealized +13.2%
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $1,373 Shares 9,515 Est. Cost $116.63 Unrealized +26.2%
COST Costco Wholesale Corp New 0.5%
Value ($000) $1,355 Shares 8,945 Est. Cost $86.84 Unrealized +39.2%
AXP American Express Company 0.5%
Value ($000) $1,305 Shares 16,700 Est. Cost $60.06 Unrealized +18.2%
VOE Vanguard Mid-Cap Value ETF 0.5%
Value ($000) $1,289 Shares 14,030 Est. Cost $83.47 Unrealized
MCD McDonald's Corp. 0.5%
Value ($000) $1,288 Shares 13,220 Est. Cost $71.78 Unrealized +0.5%
IBM International Business Machine 0.5%
Value ($000) $1,246 Shares 7,765 Est. Cost $117.86 Unrealized -18.1%
BMY Bristol-Myers Squibb Co. 0.4%
Value ($000) $1,211 Shares 18,775 Est. Cost $28.67 Unrealized +51.6%
PowerShares KBW Regional Banki 0.4%
Value ($000) $1,200 Shares 29,975 Est. Cost $33.43 Unrealized
SONY Sony Corp. (ADR) 0.4%
Value ($000) $1,200 Shares 44,808 Est. Cost $21.15 Unrealized
T AT&T, Inc. 0.4%
Value ($000) $1,165 Shares 35,695 Est. Cost $10.99 Unrealized +7.3%
VOT Vanguard Mid-Cap Growth ETF 0.4%
Value ($000) $1,153 Shares 10,670 Est. Cost $94.67 Unrealized
TE Connectivity Ltd. F 0.4%
Value ($000) $1,112 Shares 15,525 Est. Cost $45.52 Unrealized
PHG Koninklijke Philips Electronic 0.4%
Value ($000) $1,101 Shares 38,847 Est. Cost $27.21 Unrealized
Chesapeake Energy Corp 0.4%
Value ($000) $1,073 Shares 75,750 Est. Cost $19.62 Unrealized
LOW Lowe's Companies, Inc. 0.4%
Value ($000) $1,030 Shares 13,850 Est. Cost $32.16 Unrealized +83.3%
Market Vectors Gold Miners ETF 0.4%
Value ($000) $1,025 Shares 56,200 Est. Cost $22.99 Unrealized
UBS UBS Group CHF0.10 0.4%
Value ($000) $1,019 Shares 54,285 Est. Cost $17.24 Unrealized +0.9%
SPDR S&P Homebuilders ETF 0.4%
Value ($000) $1,015 Shares 27,540 Est. Cost $30.32 Unrealized
FNDB Schwab Fundamental US Broad Mk 0.4%
Value ($000) $996 Shares 33,162 Est. Cost $29.63 Unrealized
IWF iShares Russell 1000 Growth In 0.4%
Value ($000) $988 Shares 9,984 Est. Cost $74.16 Unrealized
OEF iShares S&P 100 Index ETF 0.4%
Value ($000) $986 Shares 10,925 Est. Cost $71.93 Unrealized
EMC Corp. 0.3%
Value ($000) $925 Shares 36,190 Est. Cost $23.65 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $920 Shares 4,535 Est. Cost $71.65 Unrealized +105.4%
TELFY Telefonica SA (ADR) 0.3%
Value ($000) $901 Shares 62,766 Est. Cost $13.02 Unrealized
BA Boeing Co 0.3%
Value ($000) $889 Shares 5,925 Est. Cost $82.36 Unrealized +55.2%
COP ConocoPhillips 0.3%
Value ($000) $824 Shares 13,235 Est. Cost $39.96 Unrealized +14.0%
QCOM Qualcomm Inc 0.3%
Value ($000) $780 Shares 11,250 Est. Cost $46.05 Unrealized +12.2%
XOM Exxon Mobil Corp 0.3%
Value ($000) $762 Shares 8,965 Est. Cost $53.94 Unrealized +3.0%
IWS iShares Russell Midcap Value I 0.3%
Value ($000) $756 Shares 10,050 Est. Cost $57.92 Unrealized
DBEU DB X-Trackers MSCI Europe UCIT 0.3%
Value ($000) $742 Shares 12,750 Est. Cost $59.85 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $733 Shares 8,752 Est. Cost $81.91 Unrealized
VZ Verizon Communications 0.3%
Value ($000) $731 Shares 15,042 Est. Cost $26.99 Unrealized +2.3%
KRE SPDR KBW Regional Banking ETF 0.3%
Value ($000) $727 Shares 17,800 Est. Cost $34.21 Unrealized
Viacom Inc Cl B New 0.3%
Value ($000) $704 Shares 10,308 Est. Cost $68.74 Unrealized
HST Host Hotels & Resorts, Inc. 0.3%
Value ($000) $700 Shares 34,698 Est. Cost $10.74 Unrealized +33.6%
CVS CVS Caremark Corp 0.3%
Value ($000) $697 Shares 6,750 Est. Cost $43.12 Unrealized +72.2%
HUM Humana Inc 0.2%
Value ($000) $676 Shares 3,800 Est. Cost $71.14 Unrealized +104.0%
IWD iShares Russell 1000 Value Ind 0.2%
Value ($000) $675 Shares 6,550 Est. Cost $85.47 Unrealized
Medtronic Inc. 0.2%
Value ($000) $670 Shares 8,595 Est. Cost $77.95 Unrealized
XLE Energy Select Sector SPDR 0.2%
Value ($000) $650 Shares 8,375 Est. Cost $78.26 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $650 Shares 6,190 Est. Cost $71.15 Unrealized -6.0%
VUG Vanguard Growth ETF 0.2%
Value ($000) $643 Shares 6,146 Est. Cost $78.38 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $642 Shares 4,472 Est. Cost $78.11 Unrealized +51.8%
AMGN Amgen Inc. 0.2%
Value ($000) $637 Shares 3,986 Est. Cost $73.34 Unrealized +56.9%
Yahoo! Inc. 0.2%
Value ($000) $631 Shares 14,190 Est. Cost $25.12 Unrealized
DIRECTV Cl A 0.2%
Value ($000) $623 Shares 7,319 Est. Cost $61.75 Unrealized
SAP SAP AG (ADR) 0.2%
Value ($000) $614 Shares 8,509 Est. Cost $73.37 Unrealized
AIG Warrants Expire 1/19/2021 0.2%
Value ($000) $607 Shares 27,726 Est. Cost $18.24 Unrealized
XLF Financial Select Sector SPDR 0.2%
Value ($000) $591 Shares 24,500 Est. Cost $19.44 Unrealized
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $591 Shares 6,030 Est. Cost $75.33 Unrealized
MCK McKesson Corp. 0.2%
Value ($000) $583 Shares 2,578 Est. Cost $108.95 Unrealized +87.5%
SPDR Dow Jones Industrial Aver 0.2%
Value ($000) $582 Shares 3,275 Est. Cost $148.57 Unrealized
IWN iShares Russell 2000 Value Ind 0.2%
Value ($000) $576 Shares 5,580 Est. Cost $86.24 Unrealized
JP Morgan Warrants Exp. 10/28/ 0.2%
Value ($000) $574 Shares 26,100 Est. Cost $16.27 Unrealized
TM Toyota Motor Corp. (ADR) 0.2%
Value ($000) $564 Shares 4,030 Est. Cost $120.67 Unrealized
VGK Vanguard European ETF 0.2%
Value ($000) $560 Shares 10,325 Est. Cost $53.03 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $554 Shares 6,734 Est. Cost $19.99 Unrealized +15.2%
Discovery Communications Ser C 0.2%
Value ($000) $554 Shares 18,812 Est. Cost $47.81 Unrealized
Tyco International PLC Shares 0.2%
Value ($000) $549 Shares 12,745 Est. Cost $43.86 Unrealized
United Technologies Corp 0.2%
Value ($000) $540 Shares 4,611 Est. Cost $95.10 Unrealized
iShares MSCI Japan Index ETF 0.2%
Value ($000) $539 Shares 42,980 Est. Cost $11.37 Unrealized
GlaxoSmithKline Plc (ADR) 0.2%
Value ($000) $535 Shares 11,582 Est. Cost $50.08 Unrealized
PEP Pepsico, Inc. 0.2%
Value ($000) $530 Shares 5,545 Est. Cost $56.45 Unrealized +23.5%
CAR Avis Budget Group Inc 0.2%
Value ($000) $528 Shares 8,940 Est. Cost $28.57 Unrealized +102.9%
Banco Santander, S.A. (ADR) 0.2%
Value ($000) $522 Shares 70,114 Est. Cost $7.12 Unrealized
Level 3 Communications 0.2%
Value ($000) $520 Shares 9,664 Est. Cost $21.09 Unrealized
Monsanto Company 0.2%
Value ($000) $519 Shares 4,610 Est. Cost $99.75 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $512 Shares 6,395 Est. Cost $61.63 Unrealized +2.4%
MMM 3M Company 0.2%
Value ($000) $505 Shares 3,059 Est. Cost $62.09 Unrealized +56.0%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $504 Shares 13,400 Est. Cost $38.67 Unrealized
MRSH Marsh & McLennan Companies, In 0.2%
Value ($000) $491 Shares 8,750 Est. Cost $31.19 Unrealized +49.7%
PM Philip Morris International In 0.2%
Value ($000) $488 Shares 6,478 Est. Cost $49.64 Unrealized -5.2%
EZU iShares MSCI EMU Index Fund ET 0.2%
Value ($000) $488 Shares 12,650 Est. Cost $37.16 Unrealized
SPY SPDR S&P 500 Index ETF 0.2%
Value ($000) $468 Shares 2,266 Est. Cost $177.08 Unrealized
VNQ Vanguard REIT ETF 0.2%
Value ($000) $462 Shares 5,475 Est. Cost $73.17 Unrealized
Industrial Select Sector SPDR 0.2%
Value ($000) $460 Shares 8,250 Est. Cost $56.51 Unrealized
Aetna Inc New 0.2%
Value ($000) $458 Shares 4,301 Est. Cost $64.04 Unrealized
TMO Thermo Fisher Scientific 0.2%
Value ($000) $450 Shares 3,350 Est. Cost $79.76 Unrealized +56.4%
NVS Novartis AG (ADR) 0.2%
Value ($000) $433 Shares 4,395 Est. Cost $70.87 Unrealized
KBE SPDR KBW Bank ETF 0.2%
Value ($000) $433 Shares 12,912 Est. Cost $29.14 Unrealized
VSH Vishay Intertechnology 0.2%
Value ($000) $419 Shares 30,290 Est. Cost $10.88 Unrealized +2.7%
AMZN Amazon.com, Inc. 0.2%
Value ($000) $411 Shares 1,104 Est. Cost $14.04 Unrealized +25.2%
MRK Merck & Co Inc New 0.2%
Value ($000) $410 Shares 7,133 Est. Cost $30.02 Unrealized +34.3%
ProShares Ultra Pro S&P500 0.1%
Value ($000) $400 Shares 3,000 Est. Cost $72.33 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $393 Shares 7,935 Est. Cost $49.53 Unrealized
XLK Technology Select Sector SPDR 0.1%
Value ($000) $389 Shares 9,388 Est. Cost $30.78 Unrealized
IEV iShares S&P Euro 350 Index Fun 0.1%
Value ($000) $385 Shares 8,700 Est. Cost $39.34 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $382 Shares 2,030 Est. Cost $125.69 Unrealized +19.2%
SPDR Dow Jones Global Real Est 0.1%
Value ($000) $378 Shares 7,604 Est. Cost $45.30 Unrealized
XLV Health Care Sector Select SPDR 0.1%
Value ($000) $377 Shares 5,200 Est. Cost $47.63 Unrealized
Direxion Daily Financial Bull 0.1%
Value ($000) $367 Shares 3,000 Est. Cost $68.67 Unrealized
IWV iShares Russell 3000 Index Fun 0.1%
Value ($000) $362 Shares 2,925 Est. Cost $96.41 Unrealized
PowerShares Water Resources 0.1%
Value ($000) $354 Shares 14,200 Est. Cost $22.04 Unrealized
Federal Realty Investment Trus 0.1%
Value ($000) $350 Shares 2,375 Est. Cost $103.55 Unrealized
SLB Schlumberger Ltd F 0.1%
Value ($000) $350 Shares 4,196 Est. Cost $54.90 Unrealized +11.7%
V Visa, Inc. Cl A 0.1%
Value ($000) $347 Shares 5,300 Est. Cost $56.35 Unrealized +8.7%
SPDR DJ Euro Stoxx 50 ETF 0.1%
Value ($000) $345 Shares 8,900 Est. Cost $34.51 Unrealized
VT Vanguard Total World Stock ETF 0.1%
Value ($000) $331 Shares 5,369 Est. Cost $62.10 Unrealized
FNDF Schwab Fundamental Intl. Large 0.1%
Value ($000) $330 Shares 12,410 Est. Cost $25.67 Unrealized
SNY Sanofi Aventis (ADR) 0.1%
Value ($000) $330 Shares 6,665 Est. Cost $51.45 Unrealized
PNC PNC Financial Services Group, 0.1%
Value ($000) $326 Shares 3,500 Est. Cost $47.34 Unrealized +35.8%
WM Waste Management Inc. 0.1%
Value ($000) $325 Shares 6,000 Est. Cost $30.75 Unrealized +39.8%
PowerShares Global Listed Priv 0.1%
Value ($000) $322 Shares 28,500 Est. Cost $12.01 Unrealized
CBS Corp Cl B New 0.1%
Value ($000) $321 Shares 5,290 Est. Cost $49.13 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $318 Shares 14,100 Est. Cost $12.42 Unrealized +68.5%
EFV iShares MSCI EAFE Value Index 0.1%
Value ($000) $309 Shares 5,800 Est. Cost $51.71 Unrealized
WPP WPP Plc (ADR) 0.1%
Value ($000) $308 Shares 2,709 Est. Cost $114.41 Unrealized
ADT Corporation 0.1%
Value ($000) $305 Shares 7,350 Est. Cost $34.96 Unrealized
XME SPDR S&P Metals & Mining ETF 0.1%
Value ($000) $302 Shares 11,100 Est. Cost $30.90 Unrealized
HSBC HSBC Hldgs PLC (ADR)New 0.1%
Value ($000) $301 Shares 7,071 Est. Cost $51.33 Unrealized
HMC Honda Motor Co Ltd (ADR) 0.1%
Value ($000) $300 Shares 9,168 Est. Cost $36.79 Unrealized
AIVL WisdomTree Dividend Ex-Financi 0.1%
Value ($000) $299 Shares 3,945 Est. Cost $63.63 Unrealized
Google Inc Cl C 0.1%
Value ($000) $290 Shares 529 Est. Cost $979.75 Unrealized
MOV Movado Group Inc. 0.1%
Value ($000) $285 Shares 10,000 Est. Cost $32.63 Unrealized -23.1%
NKE Nike Inc Cl B 0.1%
Value ($000) $284 Shares 2,826 Est. Cost $28.64 Unrealized +45.5%
Google Inc Cl A 0.1%
Value ($000) $281 Shares 506 Est. Cost $579.27 Unrealized
DHS WisdomTree Equity Income ETF 0.1%
Value ($000) $273 Shares 4,500 Est. Cost $51.96 Unrealized
STT State Street Corp 0.1%
Value ($000) $272 Shares 3,700 Est. Cost $44.60 Unrealized +23.7%
MDY SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $269 Shares 970 Est. Cost $277.32 Unrealized
Whole Foods Market Inc 0.1%
Value ($000) $260 Shares 5,000 Est. Cost $50.40 Unrealized
Mexico Fund Inc 0.1%
Value ($000) $258 Shares 12,004 Est. Cost $30.74 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $257 Shares 5,135 Est. Cost $19.20 Unrealized +36.4%
MS Morgan Stanley 0.1%
Value ($000) $255 Shares 7,140 Est. Cost $21.93 Unrealized +21.6%
Potash Corporation of Saskatch 0.1%
Value ($000) $255 Shares 7,900 Est. Cost $33.03 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $253 Shares 3,700 Est. Cost $68.38 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $249 Shares 2,035 Est. Cost $117.32 Unrealized
GLW Corning Inc 0.1%
Value ($000) $240 Shares 10,600 Est. Cost $10.49 Unrealized +70.0%
DEO Diageo Plc New (ADR) 0.1%
Value ($000) $232 Shares 2,100 Est. Cost $115.05 Unrealized
A Agilent Technologies Inc 0.1%
Value ($000) $230 Shares 5,536 Est. Cost $27.97 Unrealized +32.4%
KO Coca-Cola Co. 0.1%
Value ($000) $228 Shares 5,629 Est. Cost $27.85 Unrealized +6.3%
Sears Holdings Corp 0.1%
Value ($000) $227 Shares 5,495 Est. Cost $41.31 Unrealized
NEM Newmont Mining Corp 0.1%
Value ($000) $220 Shares 10,150 Est. Cost $25.10 Unrealized -27.3%
BRK/A Berkshire Hathaway Inc. 1/100t 0.1%
Value ($000) $217 Shares 100 Est. Cost $199815.62 Unrealized +10.6%
Expedia Inc 0.1%
Value ($000) $216 Shares 2,300 Est. Cost $93.91 Unrealized
WisdomTree Mid-Cap Dividend Fu 0.1%
Value ($000) $215 Shares 2,500 Est. Cost $83.60 Unrealized
Mylan Inc 0.1%
Value ($000) $214 Shares 3,600 Est. Cost $59.44 Unrealized
SCHE Schwab Emerging Markets Equity 0.1%
Value ($000) $208 Shares 8,552 Est. Cost $24.32 Unrealized
Dow Chemical Company 0.1%
Value ($000) $208 Shares 4,330 Est. Cost $44.40 Unrealized
VBK Vanguard Index Trust Small-Cap 0.1%
Value ($000) $204 Shares 1,550 Est. Cost $131.61 Unrealized
Alcatel-Lucent (ADR) 0.1%
Value ($000) $201 Shares 53,926 Est. Cost $1.82 Unrealized
Royce Value Trust Inc 0.1%
Value ($000) $191 Shares 13,311 Est. Cost $15.15 Unrealized
Vale S.A. American Depositary 0.1%
Value ($000) $143 Shares 25,300 Est. Cost $12.93 Unrealized
Swiss Helvetia Fund 0.1%
Value ($000) $141 Shares 12,227 Est. Cost $12.41 Unrealized
PBR Petroleo Brasileiro SA (ADR) 0.0%
Value ($000) $113 Shares 18,800 Est. Cost $11.73 Unrealized
NOK Nokia Corp (ADR) 0.0%
Value ($000) $106 Shares 13,998 Est. Cost $3.79 Unrealized