EP Wealth Advisors, LLC Diversified Active

CIK: 0001540569 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 17, 2017

Total Value ($000): $815,842 (100.0% shares, 0.0% debt)

Holdings (179)

VTV VANGUARD INDEX FDS 18.3%
Value ($000) $149,520 Shares 1,548,466 Est. Cost $8848.13 Unrealized
VUG VANGUARD INDEX FDS 7.9%
Value ($000) $64,130 Shares 504,801 Est. Cost $14298.39 Unrealized
VB VANGUARD INDEX FDS 6.3%
Value ($000) $51,307 Shares 378,535 Est. Cost $133.54 Unrealized
META FACEBOOK INC 3.0%
Value ($000) $24,174 Shares 160,115 Est. Cost $111.39 Unrealized +32.6%
AAPL APPLE INC 3.0%
Value ($000) $24,080 Shares 167,201 Est. Cost $18.28 Unrealized +87.7%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $17,640 Shares 193,000 Est. Cost $38.91 Unrealized +76.2%
PEP PEPSICO INC 2.1%
Value ($000) $17,154 Shares 148,531 Est. Cost $60.09 Unrealized +46.8%
ORCL ORACLE CORP 2.1%
Value ($000) $16,789 Shares 334,851 Est. Cost $30.46 Unrealized +31.7%
MMM 3M CO 2.0%
Value ($000) $16,164 Shares 77,640 Est. Cost $68.42 Unrealized +82.2%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $15,770 Shares 119,206 Est. Cost $66.18 Unrealized +51.7%
SSD SIMPSON MANUFACTURING CO INC 1.8%
Value ($000) $14,763 Shares 337,747 Est. Cost $30.39 Unrealized +25.8%
V VISA INC 1.6%
Value ($000) $13,405 Shares 142,942 Est. Cost $58.69 Unrealized +49.0%
ALL ALLSTATE CORP 1.6%
Value ($000) $13,243 Shares 149,744 Est. Cost $48.12 Unrealized +45.0%
AMT AMERICAN TOWER CORP NEW 1.6%
Value ($000) $13,109 Shares 99,072 Est. Cost $75.51 Unrealized +36.2%
SYK STRYKER CORP 1.6%
Value ($000) $12,972 Shares 93,475 Est. Cost $63.46 Unrealized +96.6%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $12,866 Shares 159,365 Est. Cost $55.31 Unrealized +0.3%
DIS DISNEY WALT CO 1.6%
Value ($000) $12,705 Shares 119,576 Est. Cost $62.17 Unrealized +64.8%
BLACKROCK INC 1.5%
Value ($000) $12,374 Shares 29,293 Est. Cost $15826.01 Unrealized
BROADCOM LTD 1.5%
Value ($000) $12,293 Shares 52,747 Est. Cost $156.14 Unrealized
HON HONEYWELL INTL INC 1.5%
Value ($000) $12,214 Shares 91,637 Est. Cost $70.60 Unrealized +39.9%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $11,263 Shares 70,422 Est. Cost $97.04 Unrealized +55.6%
BB&T CORP 1.3%
Value ($000) $10,352 Shares 227,963 Est. Cost $43.16 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $10,231 Shares 59,401 Est. Cost $110.02 Unrealized +13.9%
TJX TJX COS INC NEW 1.2%
Value ($000) $10,162 Shares 140,800 Est. Cost $33.30 Unrealized +0.3%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $9,969 Shares 80,600 Est. Cost $100.66 Unrealized +6.4%
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $8,888 Shares 88,521 Est. Cost $3108.63 Unrealized
SCHW SCHWAB CHARLES CORP NEW 1.0%
Value ($000) $8,544 Shares 198,892 Est. Cost $27.94 Unrealized +28.0%
AMZN AMAZON COM INC 1.0%
Value ($000) $8,534 Shares 8,816 Est. Cost $39.72 Unrealized +20.1%
HOLX HOLOGIC INC 1.0%
Value ($000) $8,486 Shares 187,000 Est. Cost $31.27 Unrealized +41.2%
EIX EDISON INTL 1.0%
Value ($000) $8,301 Shares 106,163 Est. Cost $33.33 Unrealized +67.0%
FMC F M C CORP 1.0%
Value ($000) $8,261 Shares 113,083 Est. Cost $41.74 Unrealized +24.8%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $8,158 Shares 41,182 Est. Cost $123.89 Unrealized +30.8%
SPGI S&P GLOBAL INC 1.0%
Value ($000) $8,118 Shares 55,605 Est. Cost $115.31 Unrealized +11.5%
UNP UNION PAC CORP 1.0%
Value ($000) $7,997 Shares 73,423 Est. Cost $80.61 Unrealized +11.8%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $7,024 Shares 157,274 Est. Cost $27.66 Unrealized +6.8%
MYLAN N V 0.8%
Value ($000) $6,380 Shares 164,340 Est. Cost $42.33 Unrealized
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $6,333 Shares 57,265 Est. Cost $59.41 Unrealized +30.1%
DVN DEVON ENERGY CORP NEW 0.8%
Value ($000) $6,241 Shares 195,199 Est. Cost $24.60 Unrealized +5.1%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $5,126 Shares 21,200 Est. Cost $6775.67 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,390 Shares 42,076 Est. Cost $70.38 Unrealized +4.0%
FDN FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $3,903 Shares 41,192 Est. Cost $94.75 Unrealized
BND VANGUARD BD INDEX FD INC 0.4%
Value ($000) $3,541 Shares 43,276 Est. Cost $71.53 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.4%
Value ($000) $3,404 Shares 54,561 Est. Cost $62.39 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $3,083 Shares 116,614 Est. Cost $26.44 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $3,061 Shares 86,575 Est. Cost $35.36 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $2,954 Shares 108,705 Est. Cost $27.17 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $2,930 Shares 26,760 Est. Cost $93.77 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $2,768 Shares 73,481 Est. Cost $37.67 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $2,599 Shares 28,044 Est. Cost $85.43 Unrealized
T AT&T INC 0.3%
Value ($000) $2,460 Shares 65,212 Est. Cost $12.69 Unrealized +25.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,457 Shares 42,143 Est. Cost $49.37 Unrealized +1.7%
POWERSHARES ETF TRUST II 0.3%
Value ($000) $2,428 Shares 94,554 Est. Cost $25.68 Unrealized
HYG ISHARES TR 0.3%
Value ($000) $2,405 Shares 27,210 Est. Cost $88.39 Unrealized
POWERSHARES ETF TRUST II 0.3%
Value ($000) $2,303 Shares 133,456 Est. Cost $17.26 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $2,212 Shares 13,279 Est. Cost $166.58 Unrealized
IGV ISHARES TR 0.3%
Value ($000) $2,183 Shares 15,961 Est. Cost $136.77 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $2,183 Shares 20,475 Est. Cost $106.62 Unrealized
EMHY ISHARES 0.3%
Value ($000) $2,165 Shares 43,156 Est. Cost $50.17 Unrealized
CEMB ISHARES 0.3%
Value ($000) $2,156 Shares 42,348 Est. Cost $50.91 Unrealized
GHYG ISHARES 0.3%
Value ($000) $2,137 Shares 42,330 Est. Cost $50.48 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $2,109 Shares 30,084 Est. Cost $70.10 Unrealized
POWERSHARES ETF TR II 0.3%
Value ($000) $2,104 Shares 47,041 Est. Cost $44.73 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $2,079 Shares 13,211 Est. Cost $157.37 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $2,016 Shares 14,382 Est. Cost $140.18 Unrealized
POWERSHARES ETF TRUST 0.2%
Value ($000) $1,976 Shares 42,207 Est. Cost $46.82 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $1,974 Shares 12,027 Est. Cost $164.13 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,959 Shares 28,414 Est. Cost $48.12 Unrealized +29.5%
IAK ISHARES TR 0.2%
Value ($000) $1,927 Shares 30,772 Est. Cost $62.62 Unrealized
IAT ISHARES TR 0.2%
Value ($000) $1,866 Shares 40,970 Est. Cost $45.55 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,811 Shares 27,777 Est. Cost $55.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,658 Shares 9,792 Est. Cost $129.36 Unrealized +28.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,652 Shares 14,063 Est. Cost $58.65 Unrealized +26.6%
IVV ISHARES TR 0.2%
Value ($000) $1,647 Shares 6,765 Est. Cost $209.57 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,445 Shares 26,073 Est. Cost $36.66 Unrealized +15.0%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $1,372 Shares 9,965 Est. Cost $15144.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,326 Shares 8,621 Est. Cost $104.44 Unrealized -0.6%
IWV ISHARES TR 0.2%
Value ($000) $1,234 Shares 8,566 Est. Cost $105.43 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,182 Shares 9,929 Est. Cost $1040.22 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,180 Shares 6,785 Est. Cost $10404.66 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $1,140 Shares 27,592 Est. Cost $37.38 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,051 Shares 38,915 Est. Cost $1899.49 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,026 Shares 5,188 Est. Cost $126.65 Unrealized +38.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,008 Shares 13,535 Est. Cost $21.91 Unrealized +79.3%
KO COCA COLA CO 0.1%
Value ($000) $965 Shares 21,524 Est. Cost $31.21 Unrealized +7.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $879 Shares 21,521 Est. Cost $36.88 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $846 Shares 9,705 Est. Cost $56.78 Unrealized +23.5%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $815 Shares 29,750 Est. Cost $21.49 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $732 Shares 12,677 Est. Cost $1061.31 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $725 Shares 26,782 Est. Cost $27.61 Unrealized
NUVEEN INTER DURATION MN TMF 0.1%
Value ($000) $699 Shares 52,376 Est. Cost $13.41 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $656 Shares 2,557 Est. Cost $112.82 Unrealized +92.8%
HD HOME DEPOT INC 0.1%
Value ($000) $647 Shares 4,221 Est. Cost $86.62 Unrealized +43.7%
PCG PG&E CORP 0.1%
Value ($000) $625 Shares 9,420 Est. Cost $53.20 Unrealized +23.2%
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $609 Shares 40,481 Est. Cost $14.15 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $606 Shares 37,000 Est. Cost $7.44 Unrealized -0.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $596 Shares 4,906 Est. Cost $91.89 Unrealized +23.0%
USB US BANCORP DEL 0.1%
Value ($000) $592 Shares 11,412 Est. Cost $29.80 Unrealized +24.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $576 Shares 23,354 Est. Cost $7073.38 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $570 Shares 16,900 Est. Cost $23.84 Unrealized +24.0%
IVE ISHARES TR 0.1%
Value ($000) $567 Shares 5,406 Est. Cost $1161.88 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $554 Shares 11,027 Est. Cost $49.79 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $547 Shares 54,032 Est. Cost $10.13 Unrealized
RAYTHEON CO 0.1%
Value ($000) $540 Shares 3,343 Est. Cost $6175.33 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $517 Shares 37,765 Est. Cost $14.59 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $510 Shares 1,838 Est. Cost $157.81 Unrealized +38.4%
PFE PFIZER INC 0.1%
Value ($000) $506 Shares 15,078 Est. Cost $18.05 Unrealized +19.7%
IWP ISHARES TR 0.1%
Value ($000) $479 Shares 4,436 Est. Cost $84.09 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $478 Shares 8,648 Est. Cost $44.64 Unrealized -0.9%
MTB M & T BK CORP 0.1%
Value ($000) $467 Shares 2,884 Est. Cost $82.04 Unrealized +49.2%
LQD ISHARES TR 0.1%
Value ($000) $463 Shares 3,844 Est. Cost $11245.91 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $453 Shares 2,125 Est. Cost $177.81 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $453 Shares 7,732 Est. Cost $28.34 Unrealized +58.5%
IWS ISHARES TR 0.1%
Value ($000) $443 Shares 5,273 Est. Cost $69.93 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $431 Shares 1,193 Est. Cost $14.30 Unrealized +54.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $426 Shares 3,422 Est. Cost $118.06 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $409 Shares 4,417 Est. Cost $36718.38 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $397 Shares 12,669 Est. Cost $19.05 Unrealized +31.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $388 Shares 2,532 Est. Cost $117.92 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $384 Shares 4,168 Est. Cost $80.75 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $375 Shares 3,545 Est. Cost $77.78 Unrealized +28.7%
USMV ISHARES TR 0.0%
Value ($000) $367 Shares 7,491 Est. Cost $44.44 Unrealized
CU BANCORP CALIF 0.0%
Value ($000) $358 Shares 9,906 Est. Cost $39.67 Unrealized
QAI INDEXIQ ETF TR 0.0%
Value ($000) $350 Shares 11,895 Est. Cost $12.71 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $349 Shares 2,477 Est. Cost $135.89 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $339 Shares 2,967 Est. Cost $113.71 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $339 Shares 7,849 Est. Cost $27.59 Unrealized +32.9%
SVB FINL GROUP 0.0%
Value ($000) $332 Shares 1,887 Est. Cost $186.01 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $326 Shares 4,076 Est. Cost $79.47 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $326 Shares 5,379 Est. Cost $33.11 Unrealized +48.3%
TRMB TRIMBLE INC 0.0%
Value ($000) $319 Shares 8,944 Est. Cost $30.93 Unrealized +12.2%
PSX PHILLIPS 66 0.0%
Value ($000) $315 Shares 3,806 Est. Cost $48.15 Unrealized +16.9%
MRK MERCK & CO INC 0.0%
Value ($000) $310 Shares 4,832 Est. Cost $37.95 Unrealized +22.6%
DJP BARCLAYS BK PLC 0.0%
Value ($000) $310 Shares 13,665 Est. Cost $22.69 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $307 Shares 2,593 Est. Cost $102.17 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $307 Shares 1,677 Est. Cost $38.13 Unrealized +82.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $301 Shares 3,578 Est. Cost $70.29 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $300 Shares 1,562 Est. Cost $166.41 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $292 Shares 2,483 Est. Cost $116.28 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $289 Shares 11,918 Est. Cost $19.10 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $288 Shares 3,430 Est. Cost $82.80 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $282 Shares 1,270 Est. Cost $222.05 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $279 Shares 4,373 Est. Cost $72.92 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $272 Shares 1,925 Est. Cost $46.66 Unrealized +193.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $270 Shares 1,894 Est. Cost $122.12 Unrealized
TIME WARNER INC 0.0%
Value ($000) $270 Shares 2,689 Est. Cost $91.54 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $269 Shares 7,000 Est. Cost $36.94 Unrealized +5.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $265 Shares 3,343 Est. Cost $56.65 Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $265 Shares 6,972 Est. Cost $14.04 Unrealized +102.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $263 Shares 3,566 Est. Cost $45.11 Unrealized +32.2%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $263 Shares 7,110 Est. Cost $34.44 Unrealized 0.0%
DBEF DBX ETF TR 0.0%
Value ($000) $261 Shares 8,686 Est. Cost $29.61 Unrealized
COHEN & STEERS QUALITY RLTY 0.0%
Value ($000) $261 Shares 20,750 Est. Cost $12.19 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $256 Shares 2,157 Est. Cost $118.93 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $255 Shares 1 Est. Cost $165023.42 Unrealized +51.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $249 Shares 4,965 Est. Cost $41.37 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $246 Shares 3,250 Est. Cost $77.96 Unrealized +0.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $243 Shares 2,153 Est. Cost $35.23 Unrealized +21.5%
VALERO ENERGY PARTNERS LP 0.0%
Value ($000) $240 Shares 5,260 Est. Cost $43.73 Unrealized
POWERSHARES ETF TRUST II 0.0%
Value ($000) $240 Shares 10,352 Est. Cost $22.80 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $236 Shares 3,255 Est. Cost $46.96 Unrealized 0.0%
SPDR SERIES TRUST 0.0%
Value ($000) $236 Shares 6,336 Est. Cost $23.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $234 Shares 755 Est. Cost $309.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $233 Shares 3,590 Est. Cost $69.21 Unrealized
PRAXAIR INC 0.0%
Value ($000) $230 Shares 1,735 Est. Cost $132.56 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $229 Shares 1,944 Est. Cost $117.80 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $229 Shares 19,153 Est. Cost $5406.89 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $228 Shares 1,350 Est. Cost $139.49 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $224 Shares 666 Est. Cost $318.52 Unrealized +4.7%
VIRNETX HLDG CORP 0.0%
Value ($000) $218 Shares 47,834 Est. Cost $3056.32 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 6,841 Est. Cost $31.72 Unrealized
TWITTER INC 0.0%
Value ($000) $211 Shares 11,819 Est. Cost $17.85 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $205 Shares 1,644 Est. Cost $90.33 Unrealized 0.0%
HARRIS CORP DEL 0.0%
Value ($000) $205 Shares 1,875 Est. Cost $111.51 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $204 Shares 3,285 Est. Cost $72.15 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $202 Shares 2,508 Est. Cost $73.29 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $199 Shares 12,000 Est. Cost $10.35 Unrealized +34.2%
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $148 Shares 10,040 Est. Cost $13.82 Unrealized 0.0%
GLOBAL X FDS 0.0%
Value ($000) $108 Shares 11,200 Est. Cost $9.46 Unrealized
GRAN TIERRA ENERGY INC 0.0%
Value ($000) $44 Shares 19,700 Est. Cost $3.40 Unrealized