HEADINVEST, LLC Diversified Active

CIK: 0001372130 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $356,908 (100.0% shares, 0.0% debt)

Holdings (193)

IJR iShares: S&P Small Cap 600 Idx 6.7%
Value ($000) $23,937 Shares 310,262 Est. Cost $75.06 Unrealized
VCSH Vanguard Short-Term Corp Bd In 4.8%
Value ($000) $17,021 Shares 213,401 Est. Cost $79.20 Unrealized
PG Procter & Gamble 3.7%
Value ($000) $13,261 Shares 127,450 Est. Cost $70.50 Unrealized +16.4%
MSFT Microsoft 2.7%
Value ($000) $9,643 Shares 81,766 Est. Cost $62.97 Unrealized +62.4%
3M Company 2.4%
Value ($000) $8,566 Shares 41,224 Est. Cost $157.46 Unrealized
FISV Fiserv 2.2%
Value ($000) $7,995 Shares 90,569 Est. Cost $61.79 Unrealized +33.5%
IDEXX Laboratories 2.2%
Value ($000) $7,834 Shares 35,038 Est. Cost $145.61 Unrealized
DHR Danaher Corp 2.2%
Value ($000) $7,773 Shares 58,881 Est. Cost $55.89 Unrealized +77.8%
WAT Waters 2.2%
Value ($000) $7,689 Shares 30,549 Est. Cost $141.80 Unrealized +60.7%
VFSUX Vanguard S/T Inv Grade Bd Adm 2.1%
Value ($000) $7,545 Shares 712,443 Est. Cost $10.45 Unrealized
VYM Vanguard High Dividend Yield 2.1%
Value ($000) $7,335 Shares 85,628 Est. Cost $70.82 Unrealized
INTU Intuit 2.0%
Value ($000) $7,084 Shares 27,099 Est. Cost $125.75 Unrealized +75.8%
ACN Accenture Plc 2.0%
Value ($000) $6,982 Shares 39,665 Est. Cost $104.51 Unrealized +36.0%
Cisco Systems 1.9%
Value ($000) $6,836 Shares 126,612 Est. Cost $33.71 Unrealized
ExxonMobil 1.8%
Value ($000) $6,578 Shares 81,409 Est. Cost $77.72 Unrealized
PEP PepsiCo 1.8%
Value ($000) $6,491 Shares 52,968 Est. Cost $73.12 Unrealized +26.4%
Unilever NV 1.6%
Value ($000) $5,815 Shares 99,768 Est. Cost $46.58 Unrealized
UPS United Parcel Service 1.6%
Value ($000) $5,683 Shares 50,858 Est. Cost $68.94 Unrealized +17.4%
VWO Vanguard FTSE Emerging Market 1.5%
Value ($000) $5,344 Shares 125,749 Est. Cost $38.99 Unrealized
TXN Texas Instruments 1.5%
Value ($000) $5,299 Shares 49,954 Est. Cost $51.59 Unrealized +65.5%
EMR Emerson Electric 1.5%
Value ($000) $5,290 Shares 77,265 Est. Cost $48.46 Unrealized +15.6%
NVO Novo-Nordisk 1.5%
Value ($000) $5,260 Shares 100,555 Est. Cost $57.10 Unrealized
NSRGY Nestle S A Reg B ADR 1.4%
Value ($000) $5,143 Shares 53,952 Est. Cost $73.31 Unrealized
VFIAX Vanguard 500 Index Tr Adm 1.4%
Value ($000) $5,127 Shares 19,600 Est. Cost $231.44 Unrealized
ECL Ecolab 1.4%
Value ($000) $4,955 Shares 28,067 Est. Cost $123.39 Unrealized +22.3%
AXP American Express 1.4%
Value ($000) $4,824 Shares 44,137 Est. Cost $77.13 Unrealized +24.2%
BSV Vanguard Short-Term Bond Index 1.3%
Value ($000) $4,628 Shares 58,149 Est. Cost $78.99 Unrealized
WMT Wal-Mart 1.3%
Value ($000) $4,559 Shares 46,741 Est. Cost $23.75 Unrealized +23.1%
Linde PLC 1.2%
Value ($000) $4,434 Shares 25,204 Est. Cost $156.05 Unrealized
MDT Medtronic PLC 1.2%
Value ($000) $4,278 Shares 46,970 Est. Cost $67.47 Unrealized +10.2%
VV Vanguard Lg Cap Index 1.2%
Value ($000) $4,245 Shares 32,702 Est. Cost $105.99 Unrealized
VO Vanguard Mid Cap 1.1%
Value ($000) $3,997 Shares 24,863 Est. Cost $128.57 Unrealized
XRAY Dentsply Sirona Inc 1.1%
Value ($000) $3,910 Shares 78,841 Est. Cost $48.59 Unrealized -9.4%
VIMAX Vanguard Mid Cap Index Adm 1.1%
Value ($000) $3,840 Shares 19,294 Est. Cost $171.04 Unrealized
United Technologies 1.0%
Value ($000) $3,668 Shares 28,459 Est. Cost $104.05 Unrealized
VTI Vanguard Total Stock Mkt 1.0%
Value ($000) $3,601 Shares 24,885 Est. Cost $116.64 Unrealized
VEA Vanguard FTSE Developed Market 0.9%
Value ($000) $3,326 Shares 81,388 Est. Cost $37.39 Unrealized
FTV Fortive Corp 0.9%
Value ($000) $3,224 Shares 38,429 Est. Cost $38.35 Unrealized +23.4%
QCOM Qualcomm 0.8%
Value ($000) $2,865 Shares 50,240 Est. Cost $47.88 Unrealized -4.5%
JPMorgan Chase 0.8%
Value ($000) $2,846 Shares 28,112 Est. Cost $96.12 Unrealized
Oracle 0.8%
Value ($000) $2,814 Shares 52,390 Est. Cost $38.56 Unrealized
RHHBY Roche Hldg Ltd ADR 0.7%
Value ($000) $2,598 Shares 75,540 Est. Cost $35.06 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $2,572 Shares 18,400 Est. Cost $88.62 Unrealized +24.5%
AAPL Apple 0.7%
Value ($000) $2,567 Shares 13,513 Est. Cost $30.91 Unrealized +30.8%
VCIT Vanguard Intermediate Term Cor 0.7%
Value ($000) $2,524 Shares 29,050 Est. Cost $84.71 Unrealized
VSMAX Vanguard Small Cap Index Adm 0.7%
Value ($000) $2,372 Shares 32,395 Est. Cost $63.24 Unrealized
VB Vanguard Small Cap 0.7%
Value ($000) $2,320 Shares 15,182 Est. Cost $119.96 Unrealized
VFIDX Vanguard Interm Term Inv Grade 0.6%
Value ($000) $2,247 Shares 232,165 Est. Cost $9.39 Unrealized
OXY Occidental Pete 0.6%
Value ($000) $2,189 Shares 33,072 Est. Cost $58.33 Unrealized -3.2%
EFA iShares: MSCI EAFE Index 0.6%
Value ($000) $2,143 Shares 33,034 Est. Cost $58.47 Unrealized
KMI Kinder Morgan Inc 0.6%
Value ($000) $2,122 Shares 106,026 Est. Cost $16.39 Unrealized -23.8%
Merck 0.6%
Value ($000) $2,115 Shares 25,431 Est. Cost $62.15 Unrealized
CVX Chevron Corporation 0.4%
Value ($000) $1,534 Shares 12,454 Est. Cost $77.95 Unrealized +12.2%
SLB Schlumberger Ltd 0.4%
Value ($000) $1,412 Shares 32,408 Est. Cost $50.15 Unrealized -28.7%
IVV iShares: S&P 500 Idx 0.4%
Value ($000) $1,377 Shares 4,840 Est. Cost $221.08 Unrealized
NVS Novartis ADR 0.4%
Value ($000) $1,323 Shares 13,762 Est. Cost $81.94 Unrealized
BIV Vanguard Bond Index Inter Term 0.4%
Value ($000) $1,300 Shares 15,490 Est. Cost $83.32 Unrealized
PFE Pfizer 0.4%
Value ($000) $1,272 Shares 29,960 Est. Cost $23.46 Unrealized +24.6%
ADP Auto Data Processing 0.3%
Value ($000) $1,204 Shares 7,540 Est. Cost $98.06 Unrealized +27.9%
VMLUX Vanguard Ltd Term Tax Exempt A 0.3%
Value ($000) $1,088 Shares 99,160 Est. Cost $10.85 Unrealized
Walgreens Boots Alliance Inc 0.3%
Value ($000) $1,079 Shares 17,052 Est. Cost $72.41 Unrealized
GOOGL Alphabet Inc Cl A 0.3%
Value ($000) $1,070 Shares 909 Est. Cost $46.55 Unrealized +20.4%
Celgene Corp 0.3%
Value ($000) $1,066 Shares 11,297 Est. Cost $104.14 Unrealized
BHP BHP Billiton Ltd ADR 0.3%
Value ($000) $1,050 Shares 19,211 Est. Cost $52.38 Unrealized
HON Honeywell International 0.3%
Value ($000) $1,050 Shares 6,606 Est. Cost $88.53 Unrealized +36.9%
VOO Vanguard S&P 500 0.3%
Value ($000) $1,049 Shares 4,042 Est. Cost $168.29 Unrealized
ROP Roper Technologies 0.3%
Value ($000) $1,033 Shares 3,020 Est. Cost $218.00 Unrealized +33.7%
PCAR Paccar 0.3%
Value ($000) $1,026 Shares 15,064 Est. Cost $31.02 Unrealized +8.8%
IEMG iShares: Core MSCI Emerging Mk 0.3%
Value ($000) $1,006 Shares 19,451 Est. Cost $46.32 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $916 Shares 11,461 Est. Cost $46.73 Unrealized +41.4%
Verizon Communications 0.2%
Value ($000) $882 Shares 14,925 Est. Cost $52.60 Unrealized
SHY iShares: 1-3 Yr Treasury Bond 0.2%
Value ($000) $879 Shares 10,445 Est. Cost $84.17 Unrealized
MTD Mettler-Toledo 0.2%
Value ($000) $842 Shares 1,165 Est. Cost $488.90 Unrealized +33.0%
BRK/B Berkshire Hathaway B 0.2%
Value ($000) $799 Shares 3,979 Est. Cost $161.23 Unrealized +25.2%
A T & T New 0.2%
Value ($000) $780 Shares 24,858 Est. Cost $32.29 Unrealized
VNQ Vanguard REIT 0.2%
Value ($000) $771 Shares 8,866 Est. Cost $72.83 Unrealized
VBIRX Vanguard S/T Bond Index Adm 0.2%
Value ($000) $750 Shares 71,933 Est. Cost $10.27 Unrealized
ISTB iShares Core 1-5 Year USD Bond 0.2%
Value ($000) $747 Shares 14,990 Est. Cost $49.83 Unrealized
NextEra Energy 0.2%
Value ($000) $737 Shares 3,811 Est. Cost $134.31 Unrealized
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $709 Shares 6,464 Est. Cost $88.92 Unrealized
VGSH Vanguard Short-Term Government 0.2%
Value ($000) $684 Shares 11,314 Est. Cost $60.38 Unrealized
XLF SPDR Select Financial ETF 0.2%
Value ($000) $651 Shares 25,338 Est. Cost $24.40 Unrealized
NWL Newell Brands Inc 0.2%
Value ($000) $624 Shares 40,673 Est. Cost $22.84 Unrealized -42.0%
SPDR S&P 500 0.2%
Value ($000) $622 Shares 2,202 Est. Cost $236.82 Unrealized
CB Chubb LTD 0.2%
Value ($000) $622 Shares 4,442 Est. Cost $106.92 Unrealized +10.9%
SGIIX First Eagle Global I 0.2%
Value ($000) $611 Shares 10,882 Est. Cost $51.10 Unrealized
IJH iShares: Midcap 400 Index 0.2%
Value ($000) $602 Shares 3,177 Est. Cost $160.97 Unrealized
AMZN Amazon 0.2%
Value ($000) $593 Shares 333 Est. Cost $65.96 Unrealized +26.2%
APD Air Prod & Chemicals 0.2%
Value ($000) $593 Shares 3,105 Est. Cost $98.60 Unrealized +47.7%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $584 Shares 12,250 Est. Cost $36.11 Unrealized +6.1%
NKE Nike B 0.2%
Value ($000) $583 Shares 6,926 Est. Cost $59.22 Unrealized +27.3%
INTC Intel Corp 0.2%
Value ($000) $578 Shares 10,761 Est. Cost $31.69 Unrealized +38.3%
American Century Select Inv Cl 0.2%
Value ($000) $563 Shares 7,836 Est. Cost $62.09 Unrealized
MBI MBIA 0.2%
Value ($000) $562 Shares 59,057 Est. Cost $4.82 Unrealized -11.1%
SJM J.M. Smucker 0.2%
Value ($000) $559 Shares 4,800 Est. Cost $92.90 Unrealized -10.0%
FDGRX Fidelity Growth Company Fund 0.2%
Value ($000) $548 Shares 28,602 Est. Cost $16.01 Unrealized
Devon Energy 0.2%
Value ($000) $547 Shares 17,322 Est. Cost $39.36 Unrealized
VWSUX Vanguard S/T Tax Exempt Adm 0.2%
Value ($000) $546 Shares 34,579 Est. Cost $15.73 Unrealized
MCD McDonalds 0.2%
Value ($000) $542 Shares 2,854 Est. Cost $116.60 Unrealized +32.6%
HD Home Depot 0.2%
Value ($000) $541 Shares 2,821 Est. Cost $127.39 Unrealized +21.4%
VUG Vanguard Growth 0.2%
Value ($000) $540 Shares 3,455 Est. Cost $115.55 Unrealized
ABBV Abbvie Inc 0.2%
Value ($000) $536 Shares 6,649 Est. Cost $49.01 Unrealized +24.5%
SYK Stryker 0.1%
Value ($000) $514 Shares 2,600 Est. Cost $129.84 Unrealized +28.7%
Dow DuPont Inc 0.1%
Value ($000) $513 Shares 9,618 Est. Cost $62.56 Unrealized
HEFA iShares: Currency Hedged MSCI 0.1%
Value ($000) $497 Shares 17,210 Est. Cost $25.93 Unrealized
Royal Dutch Shell A 0.1%
Value ($000) $496 Shares 7,919 Est. Cost $60.89 Unrealized
VCADX Vanguard CA Inter-Term Tax Exe 0.1%
Value ($000) $495 Shares 41,854 Est. Cost $11.61 Unrealized
AMT American Tower 0.1%
Value ($000) $495 Shares 2,514 Est. Cost $129.50 Unrealized +12.8%
ETN Eaton Corp PLC 0.1%
Value ($000) $493 Shares 6,114 Est. Cost $57.28 Unrealized +16.1%
CL Colgate-Palmolive 0.1%
Value ($000) $484 Shares 7,060 Est. Cost $51.81 Unrealized +6.1%
Total S A ADR 0.1%
Value ($000) $462 Shares 8,300 Est. Cost $62.00 Unrealized
SGOIX First Eagle Fds Inc Overseas F 0.1%
Value ($000) $462 Shares 19,497 Est. Cost $21.98 Unrealized
Cerner Corp 0.1%
Value ($000) $456 Shares 7,970 Est. Cost $57.06 Unrealized
ConocoPhillips 0.1%
Value ($000) $451 Shares 6,756 Est. Cost $61.55 Unrealized
Vanguard Value 0.1%
Value ($000) $435 Shares 4,040 Est. Cost $89.41 Unrealized
IGSB iShares ST Corp Bond 0.1%
Value ($000) $430 Shares 8,140 Est. Cost $51.71 Unrealized
WSHFX Washington Mutual F1 0.1%
Value ($000) $429 Shares 9,538 Est. Cost $40.89 Unrealized
Goldcorp New F 0.1%
Value ($000) $426 Shares 37,200 Est. Cost $11.13 Unrealized
VGT Vanguard Info Tech 0.1%
Value ($000) $425 Shares 2,116 Est. Cost $149.03 Unrealized
BAC Bank of America 0.1%
Value ($000) $424 Shares 15,370 Est. Cost $21.62 Unrealized +10.5%
MDLZ Mondelez International Inc 0.1%
Value ($000) $422 Shares 8,459 Est. Cost $29.94 Unrealized +29.5%
General Electric 0.1%
Value ($000) $422 Shares 42,289 Est. Cost $14.88 Unrealized
Amphenol 0.1%
Value ($000) $416 Shares 4,400 Est. Cost $72.95 Unrealized
DVY iShares: DJ Select Div Index 0.1%
Value ($000) $408 Shares 4,155 Est. Cost $90.63 Unrealized
PRWCX T Rowe Price Cap App 0.1%
Value ($000) $406 Shares 13,659 Est. Cost $26.54 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $396 Shares 6,580 Est. Cost $66.59 Unrealized -9.4%
VWIUX Vanguard Intermediate T/E 0.1%
Value ($000) $394 Shares 27,816 Est. Cost $14.16 Unrealized
DGRO iShares Core Dividend Growth 0.1%
Value ($000) $393 Shares 10,705 Est. Cost $33.31 Unrealized
V Visa 0.1%
Value ($000) $390 Shares 2,497 Est. Cost $110.50 Unrealized +24.3%
FLPSX Fidelity Low Priced Stock Fund 0.1%
Value ($000) $374 Shares 7,814 Est. Cost $43.39 Unrealized
COST Costco 0.1%
Value ($000) $370 Shares 1,530 Est. Cost $170.81 Unrealized +16.1%
IEFA iShares: Core MSCI EAFE 0.1%
Value ($000) $363 Shares 5,975 Est. Cost $59.09 Unrealized
HSY Hershey Company 0.1%
Value ($000) $356 Shares 3,100 Est. Cost $81.60 Unrealized +13.7%
IBB iShares: Nasdaq Biotech Index 0.1%
Value ($000) $356 Shares 3,188 Est. Cost $106.31 Unrealized
TIP iShares: TIPS Bond ETF 0.1%
Value ($000) $354 Shares 3,132 Est. Cost $109.99 Unrealized
SYY Sysco 0.1%
Value ($000) $350 Shares 5,240 Est. Cost $48.51 Unrealized +11.6%
JAMRX Janus Henderson Research T 0.1%
Value ($000) $344 Shares 7,252 Est. Cost $40.68 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Mo 0.1%
Value ($000) $343 Shares 3,750 Est. Cost $91.51 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $336 Shares 3,730 Est. Cost $55.33 Unrealized +20.9%
FKINX Franklin Income Fund Cl A 0.1%
Value ($000) $331 Shares 142,886 Est. Cost $2.22 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $325 Shares 2,300 Est. Cost $102.46 Unrealized -7.6%
EEM iShares: MSCI Emerg Mkts 0.1%
Value ($000) $324 Shares 7,540 Est. Cost $38.87 Unrealized
BND Vanguard Total Bnd 0.1%
Value ($000) $322 Shares 3,964 Est. Cost $81.28 Unrealized
LQD iShares: Iboxx Corp Bd 0.1%
Value ($000) $318 Shares 2,669 Est. Cost $117.30 Unrealized
VGK Vanguard FTSE Europe Index 0.1%
Value ($000) $309 Shares 5,766 Est. Cost $49.74 Unrealized
XEL Xcel Energy 0.1%
Value ($000) $305 Shares 5,418 Est. Cost $34.65 Unrealized +24.4%
Kansas City Southern 0.1%
Value ($000) $302 Shares 2,600 Est. Cost $101.15 Unrealized
SCHE Schwab Emerging Markets Equity 0.1%
Value ($000) $301 Shares 11,575 Est. Cost $26.00 Unrealized
Fedex Corporation 0.1%
Value ($000) $293 Shares 1,617 Est. Cost $176.10 Unrealized
JPEM JPMorgan Diversified Return EM 0.1%
Value ($000) $287 Shares 5,295 Est. Cost $54.20 Unrealized
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $277 Shares 236 Est. Cost $53.56 Unrealized +4.0%
PRHSX T Rowe Price Health Sciences 0.1%
Value ($000) $268 Shares 3,459 Est. Cost $67.04 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $267 Shares 1,860 Est. Cost $94.79 Unrealized +23.4%
AWSHX American Fd Washington Mutual 0.1%
Value ($000) $265 Shares 5,863 Est. Cost $41.12 Unrealized
DIS Disney Walt Co 0.1%
Value ($000) $259 Shares 2,332 Est. Cost $103.11 Unrealized +4.6%
IGIB iShares Intermediate-Term Corp 0.1%
Value ($000) $258 Shares 4,670 Est. Cost $52.78 Unrealized
PRMTX T. Rowe Price Comm & Tech Inve 0.1%
Value ($000) $258 Shares 2,312 Est. Cost $93.64 Unrealized
NYVTX Davis NY Venture A 0.1%
Value ($000) $255 Shares 9,149 Est. Cost $24.50 Unrealized
Ingersoll Rand Cl A 0.1%
Value ($000) $252 Shares 2,335 Est. Cost $85.80 Unrealized
UNP Union Pacific 0.1%
Value ($000) $251 Shares 1,500 Est. Cost $113.60 Unrealized +21.6%
Nordstrom 0.1%
Value ($000) $249 Shares 5,620 Est. Cost $52.50 Unrealized
Templeton Global Inc 0.1%
Value ($000) $249 Shares 39,550 Est. Cost $6.66 Unrealized
MOS Mosaic 0.1%
Value ($000) $246 Shares 9,000 Est. Cost $29.35 Unrealized -8.3%
GIS General Mills 0.1%
Value ($000) $243 Shares 4,693 Est. Cost $35.78 Unrealized 0.0%
VDE Vanguard Energy ETF 0.1%
Value ($000) $242 Shares 2,710 Est. Cost $77.16 Unrealized
WFC Wells Fargo & Co New 0.1%
Value ($000) $242 Shares 5,003 Est. Cost $37.21 Unrealized +9.5%
META Facebook 0.1%
Value ($000) $239 Shares 1,432 Est. Cost $157.93 Unrealized 0.0%
W P Carey Inc. 0.1%
Value ($000) $236 Shares 3,009 Est. Cost $78.43 Unrealized
VWLUX Vanguard L/T Tax Exempt Adm 0.1%
Value ($000) $232 Shares 19,932 Est. Cost $11.39 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $230 Shares 4,257 Est. Cost $49.47 Unrealized 0.0%
JFBC Jeffersonville Bancorp 0.1%
Value ($000) $227 Shares 13,098 Est. Cost $15.32 Unrealized +17.4%
Splunk Inc 0.1%
Value ($000) $226 Shares 1,810 Est. Cost $101.69 Unrealized
ABBNY ABB Ltd ADR 0.1%
Value ($000) $224 Shares 11,866 Est. Cost $20.38 Unrealized
USB U S Bancorp 0.1%
Value ($000) $220 Shares 4,575 Est. Cost $33.86 Unrealized +11.0%
KO Coca Cola 0.1%
Value ($000) $219 Shares 4,675 Est. Cost $37.35 Unrealized +1.2%
VFIRX Vanguard S/T Treasury Adm 0.1%
Value ($000) $218 Shares 20,769 Est. Cost $10.45 Unrealized
WMFFX American Wash Mutual Investors 0.1%
Value ($000) $218 Shares 4,837 Est. Cost $45.07 Unrealized
CAC Camden National 0.1%
Value ($000) $214 Shares 5,126 Est. Cost $31.66 Unrealized 0.0%
NBHIX Neuberger Berman Equity Income 0.1%
Value ($000) $210 Shares 16,527 Est. Cost $11.56 Unrealized
Aqua America 0.1%
Value ($000) $209 Shares 5,725 Est. Cost $36.51 Unrealized
XYL Xylem 0.1%
Value ($000) $205 Shares 2,595 Est. Cost $67.22 Unrealized 0.0%
Fidelity Independence Fd 0.1%
Value ($000) $202 Shares 5,716 Est. Cost $35.34 Unrealized
Oppenheimer Developing Markets 0.1%
Value ($000) $200 Shares 4,738 Est. Cost $37.60 Unrealized
FBNDX Fidelity Inv Grade Bond Fund 0.1%
Value ($000) $183 Shares 23,215 Est. Cost $7.68 Unrealized
VFSTX Vanguard S/T Inv Grade Bd Inv 0.0%
Value ($000) $166 Shares 15,698 Est. Cost $10.45 Unrealized
VMLTX Vanguard Ltd Term Tax Exempt I 0.0%
Value ($000) $163 Shares 14,824 Est. Cost $10.86 Unrealized
FMAGX Fidelity Magellan Fund 0.0%
Value ($000) $141 Shares 13,775 Est. Cost $8.97 Unrealized
FCNTX Fidelity Contra Fund 0.0%
Value ($000) $129 Shares 10,332 Est. Cost $11.00 Unrealized
FGBAX Fidelity Advisor Inv Grade Bon 0.0%
Value ($000) $121 Shares 15,303 Est. Cost $7.69 Unrealized
NOK Nokia Spon ADR 0.0%
Value ($000) $103 Shares 18,000 Est. Cost $5.65 Unrealized
Oppenheimer SR Floating Rate Y 0.0%
Value ($000) $85 Shares 10,796 Est. Cost $8.11 Unrealized
Oppenheimer Intl Bd Fd Cl Y 0.0%
Value ($000) $60 Shares 10,889 Est. Cost $5.51 Unrealized
LDLFX Lord Abbett Short Duration Inc 0.0%
Value ($000) $54 Shares 12,799 Est. Cost $4.18 Unrealized