FAS Wealth Partners, Inc. Diversified Active

CIK: 0001596957 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 19, 2017

Total Value ($000): $358,398 (99.9% shares, 0.1% debt)

Holdings (173)

USMV ISHARES TR 14.3%
Value ($000) $51,088 Shares 1,014,869 Est. Cost $39.96 Unrealized
IVW ISHARES TR 7.1%
Value ($000) $25,332 Shares 176,625 Est. Cost $115.72 Unrealized
SLYG SPDR SERIES TRUST 6.8%
Value ($000) $24,289 Shares 106,580 Est. Cost $197.56 Unrealized
MDYG SPDR SERIES TRUST 6.7%
Value ($000) $23,868 Shares 161,859 Est. Cost $129.97 Unrealized
SCHG SCHWAB STRATEGIC TR 3.4%
Value ($000) $12,261 Shares 185,581 Est. Cost $49.65 Unrealized
AGG ISHARES TR 3.1%
Value ($000) $11,092 Shares 101,213 Est. Cost $110.75 Unrealized
EFV ISHARES TR 2.6%
Value ($000) $9,487 Shares 173,747 Est. Cost $46.81 Unrealized
SCZ ISHARES TR 2.3%
Value ($000) $8,197 Shares 132,203 Est. Cost $51.12 Unrealized
SCHZ SCHWAB STRATEGIC TR 2.0%
Value ($000) $7,190 Shares 137,319 Est. Cost $53.26 Unrealized
DVY ISHARES TR 2.0%
Value ($000) $7,116 Shares 75,985 Est. Cost $85.71 Unrealized
SCHF SCHWAB STRATEGIC TR 1.7%
Value ($000) $5,946 Shares 177,651 Est. Cost $28.74 Unrealized
SCHV SCHWAB STRATEGIC TR 1.7%
Value ($000) $5,921 Shares 114,262 Est. Cost $46.75 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.5%
Value ($000) $5,462 Shares 100,057 Est. Cost $54.19 Unrealized
MDYV SPDR SERIES TRUST 1.5%
Value ($000) $5,289 Shares 53,422 Est. Cost $87.20 Unrealized
SPIB SPDR SERIES TRUST 1.4%
Value ($000) $4,908 Shares 142,207 Est. Cost $34.19 Unrealized
VTI VANGUARD INDEX FDS 1.3%
Value ($000) $4,632 Shares 35,759 Est. Cost $111.02 Unrealized
SLYV SPDR SERIES TRUST 1.2%
Value ($000) $4,405 Shares 34,859 Est. Cost $108.19 Unrealized
SPMB SPDR SERIES TRUST 1.2%
Value ($000) $4,161 Shares 158,049 Est. Cost $26.32 Unrealized
CERNER CORP 1.2%
Value ($000) $4,160 Shares 58,335 Est. Cost $56.69 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $4,146 Shares 51,741 Est. Cost $79.96 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,933 Shares 25,522 Est. Cost $21.07 Unrealized +71.6%
GVI ISHARES TR 1.1%
Value ($000) $3,869 Shares 34,883 Est. Cost $113.31 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $3,271 Shares 50,969 Est. Cost $55.01 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,185 Shares 118,373 Est. Cost $22.70 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,827 Shares 47,089 Est. Cost $53.64 Unrealized
NOBL PROSHARES TR 0.8%
Value ($000) $2,707 Shares 45,541 Est. Cost $54.09 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,620 Shares 20,953 Est. Cost $91.08 Unrealized
MDT MEDTRONIC PLC 0.7%
Value ($000) $2,547 Shares 32,748 Est. Cost $58.86 Unrealized +13.8%
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,505 Shares 49,994 Est. Cost $44.51 Unrealized
MUB ISHARES TR 0.7%
Value ($000) $2,501 Shares 22,555 Est. Cost $111.54 Unrealized
SPGM SPDR INDEX SHS FDS 0.6%
Value ($000) $2,324 Shares 30,816 Est. Cost $70.17 Unrealized
IJS ISHARES TR 0.6%
Value ($000) $2,108 Shares 14,215 Est. Cost $108.15 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,095 Shares 8,284 Est. Cost $220.43 Unrealized
POWERSHARES ETF TR II 0.6%
Value ($000) $2,032 Shares 106,477 Est. Cost $18.79 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,032 Shares 15,630 Est. Cost $69.83 Unrealized +50.3%
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,007 Shares 29,786 Est. Cost $59.39 Unrealized
SHM SPDR SER TR 0.5%
Value ($000) $1,925 Shares 39,603 Est. Cost $48.31 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,912 Shares 23,327 Est. Cost $54.34 Unrealized 0.0%
ARCB ARCBEST CORP 0.5%
Value ($000) $1,881 Shares 56,245 Est. Cost $26.07 Unrealized -5.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.5%
Value ($000) $1,864 Shares 19,667 Est. Cost $76.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,767 Shares 9,639 Est. Cost $137.24 Unrealized +28.8%
INTC INTEL CORP 0.5%
Value ($000) $1,729 Shares 45,412 Est. Cost $22.37 Unrealized +32.3%
IJR ISHARES TR 0.5%
Value ($000) $1,660 Shares 22,371 Est. Cost $85.69 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,572 Shares 17,276 Est. Cost $59.84 Unrealized +22.0%
IJH ISHARES TR 0.4%
Value ($000) $1,557 Shares 8,706 Est. Cost $154.49 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $1,546 Shares 28,619 Est. Cost $45.68 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,517 Shares 20,359 Est. Cost $43.85 Unrealized +52.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,470 Shares 12,507 Est. Cost $70.18 Unrealized +8.6%
HYG ISHARES TR 0.4%
Value ($000) $1,401 Shares 15,788 Est. Cost $86.52 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $1,395 Shares 9,413 Est. Cost $119.76 Unrealized
T AT&T INC 0.4%
Value ($000) $1,347 Shares 34,389 Est. Cost $12.22 Unrealized +27.7%
DWX SPDR INDEX SHS FDS 0.4%
Value ($000) $1,336 Shares 33,077 Est. Cost $36.68 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $1,299 Shares 6,969 Est. Cost $134.58 Unrealized +2.2%
SPBO SPDR SERIES TRUST 0.3%
Value ($000) $1,250 Shares 38,620 Est. Cost $32.73 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,202 Shares 7,671 Est. Cost $78.92 Unrealized +63.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,123 Shares 22,696 Est. Cost $30.36 Unrealized -0.4%
SDY SPDR SERIES TRUST 0.3%
Value ($000) $1,123 Shares 12,292 Est. Cost $79.69 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,103 Shares 24,512 Est. Cost $28.07 Unrealized +24.5%
SCHR SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,076 Shares 19,963 Est. Cost $53.99 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $1,074 Shares 8,863 Est. Cost $121.66 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,052 Shares 17,277 Est. Cost $50.00 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,038 Shares 29,089 Est. Cost $19.12 Unrealized +16.4%
HYMB SPDR SERIES TRUST 0.3%
Value ($000) $997 Shares 17,468 Est. Cost $56.30 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $971 Shares 28,548 Est. Cost $19.32 Unrealized +22.5%
SEB SEABOARD CORP 0.3%
Value ($000) $906 Shares 201 Est. Cost $3827.89 Unrealized +9.3%
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $872 Shares 24,794 Est. Cost $30.97 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $868 Shares 7,143 Est. Cost $116.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $862 Shares 2,779 Est. Cost $169.75 Unrealized +40.5%
EFAV ISHARES TR 0.2%
Value ($000) $856 Shares 12,043 Est. Cost $65.51 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $852 Shares 13,306 Est. Cost $35.50 Unrealized +31.5%
BND VANGUARD BD INDEX FD INC 0.2%
Value ($000) $831 Shares 10,137 Est. Cost $83.80 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $828 Shares 8,650 Est. Cost $76.97 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $747 Shares 13,151 Est. Cost $27.07 Unrealized +34.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $741 Shares 11,690 Est. Cost $22.69 Unrealized +59.1%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $738 Shares 20,600 Est. Cost $31.32 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $735 Shares 5,920 Est. Cost $97.57 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $703 Shares 14,040 Est. Cost $46.07 Unrealized -25.2%
BA BOEING CO 0.2%
Value ($000) $696 Shares 2,738 Est. Cost $144.30 Unrealized +52.8%
IDV ISHARES TR 0.2%
Value ($000) $692 Shares 20,500 Est. Cost $33.51 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $689 Shares 16,980 Est. Cost $43.67 Unrealized
UNILEVER N V 0.2%
Value ($000) $669 Shares 11,325 Est. Cost $42.59 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $628 Shares 9,177 Est. Cost $62.58 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $614 Shares 3,116 Est. Cost $165.32 Unrealized
FNDA SCHWAB STRATEGIC TR 0.2%
Value ($000) $608 Shares 16,763 Est. Cost $30.46 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $608 Shares 5,481 Est. Cost $48.49 Unrealized +55.2%
RYDEX ETF TRUST 0.2%
Value ($000) $605 Shares 5,495 Est. Cost $80.82 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $604 Shares 9,477 Est. Cost $38.80 Unrealized +11.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $599 Shares 623 Est. Cost $33.31 Unrealized +47.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $585 Shares 4,035 Est. Cost $100.69 Unrealized -3.8%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $579 Shares 9,273 Est. Cost $90.01 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $556 Shares 2,213 Est. Cost $191.27 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $551 Shares 16,373 Est. Cost $21.19 Unrealized +16.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $547 Shares 6,520 Est. Cost $45.24 Unrealized +34.4%
BP BP PLC 0.2%
Value ($000) $546 Shares 14,220 Est. Cost $44.86 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $546 Shares 6,979 Est. Cost $41.72 Unrealized +57.3%
CLX CLOROX CO DEL 0.2%
Value ($000) $540 Shares 4,095 Est. Cost $68.03 Unrealized +55.2%
WMT WAL-MART STORES INC 0.1%
Value ($000) $519 Shares 6,640 Est. Cost $19.71 Unrealized +16.2%
META FACEBOOK INC 0.1%
Value ($000) $516 Shares 3,019 Est. Cost $125.86 Unrealized +31.7%
NKE NIKE INC 0.1%
Value ($000) $505 Shares 9,740 Est. Cost $47.21 Unrealized +6.7%
BAC BANK AMER CORP 0.1%
Value ($000) $505 Shares 19,941 Est. Cost $13.57 Unrealized +47.0%
UYG PROSHARES TR 0.1%
Value ($000) $497 Shares 4,402 Est. Cost $92.40 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $495 Shares 5,182 Est. Cost $60.07 Unrealized +22.6%
DOWDUPONT INC 0.1%
Value ($000) $494 Shares 7,133 Est. Cost $69.26 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $489 Shares 11,269 Est. Cost $37.67 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $485 Shares 2,711 Est. Cost $141.01 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $485 Shares 8,389 Est. Cost $25.92 Unrealized +40.6%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $483 Shares 3,874 Est. Cost $77.61 Unrealized +23.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $483 Shares 1,479 Est. Cost $271.32 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $473 Shares 493 Est. Cost $37.22 Unrealized +24.2%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $471 Shares 10,000 Est. Cost $13.35 Unrealized +201.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $470 Shares 5,490 Est. Cost $40.50 Unrealized +78.1%
GENERAL ELECTRIC CO 0.1%
Value ($000) $470 Shares 19,437 Est. Cost $28.29 Unrealized
TENAX THERAPEUTICS INC 0.1%
Value ($000) $466 Shares 1,291,932 Est. Cost $0.36 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $456 Shares 6,652 Est. Cost $60.45 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $450 Shares 3,902 Est. Cost $90.35 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $447 Shares 7,976 Est. Cost $41.30 Unrealized +22.5%
POWERSHARES ETF TRUST II 0.1%
Value ($000) $423 Shares 22,302 Est. Cost $15.71 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $421 Shares 3,700 Est. Cost $115.38 Unrealized
MMM 3M CO 0.1%
Value ($000) $417 Shares 1,989 Est. Cost $74.91 Unrealized +73.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $412 Shares 7,440 Est. Cost $32.05 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $405 Shares 2,171 Est. Cost $163.37 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $405 Shares 13,471 Est. Cost $24.32 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $399 Shares 33,312 Est. Cost $8.19 Unrealized -11.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $380 Shares 6,881 Est. Cost $41.06 Unrealized +2.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $373 Shares 3,781 Est. Cost $73.56 Unrealized +31.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $369 Shares 2,611 Est. Cost $121.58 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $367 Shares 2,229 Est. Cost $125.54 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $359 Shares 369 Est. Cost $37.00 Unrealized +27.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $337 Shares 4,742 Est. Cost $65.78 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $332 Shares 4,063 Est. Cost $81.71 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $330 Shares 5,095 Est. Cost $63.99 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $327 Shares 2,248 Est. Cost $106.26 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $326 Shares 2,147 Est. Cost $140.66 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $321 Shares 2,110 Est. Cost $147.39 Unrealized
BLACKROCK INC 0.1%
Value ($000) $317 Shares 709 Est. Cost $326.99 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $313 Shares 2,662 Est. Cost $69.93 Unrealized +30.1%
IWD ISHARES TR 0.1%
Value ($000) $309 Shares 2,608 Est. Cost $99.97 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $301 Shares 3,391 Est. Cost $47.08 Unrealized +14.0%
MBB ISHARES TR 0.1%
Value ($000) $299 Shares 2,794 Est. Cost $109.03 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $296 Shares 2,303 Est. Cost $108.98 Unrealized +10.2%
PEP PEPSICO INC 0.1%
Value ($000) $295 Shares 2,651 Est. Cost $71.16 Unrealized +25.6%
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $291 Shares 2,845 Est. Cost $82.00 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $290 Shares 2,269 Est. Cost $100.44 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $289 Shares 5,389 Est. Cost $39.91 Unrealized +15.8%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $277 Shares 8,223 Est. Cost $19.02 Unrealized +30.4%
PSX PHILLIPS 66 0.1%
Value ($000) $276 Shares 3,013 Est. Cost $45.31 Unrealized +35.2%
RRGB RED ROBIN GOURMET BURGERS IN 0.1%
Value ($000) $276 Shares 4,115 Est. Cost $50.22 Unrealized +21.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $275 Shares 3,067 Est. Cost $60.64 Unrealized +7.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $275 Shares 1 Est. Cost $199512.94 Unrealized +33.0%
IVE ISHARES TR 0.1%
Value ($000) $275 Shares 2,553 Est. Cost $88.45 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $267 Shares 10,595 Est. Cost $25.06 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $260 Shares 18,500 Est. Cost $11.60 Unrealized +9.8%
IWB ISHARES TR 0.1%
Value ($000) $256 Shares 1,828 Est. Cost $140.04 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $255 Shares 1,744 Est. Cost $122.13 Unrealized
TORTOISE ENERGY INFRA CORP 0.1%
Value ($000) $255 Shares 8,821 Est. Cost $44.86 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $248 Shares 4,632 Est. Cost $38.07 Unrealized -0.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $234 Shares 1,771 Est. Cost $98.76 Unrealized +4.0%
EEM ISHARES TR 0.1%
Value ($000) $233 Shares 5,194 Est. Cost $44.86 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $229 Shares 2,001 Est. Cost $114.44 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $225 Shares 1,377 Est. Cost $114.37 Unrealized +9.4%
MPLX MPLX LP 0.1%
Value ($000) $224 Shares 6,410 Est. Cost $34.57 Unrealized
KIM KIMCO RLTY CORP 0.1%
Value ($000) $224 Shares 11,482 Est. Cost $12.31 Unrealized +4.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $224 Shares 8,573 Est. Cost $47.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $223 Shares 5,125 Est. Cost $37.66 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.1%
Value ($000) $217 Shares 3,223 Est. Cost $47.60 Unrealized +2.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $216 Shares 3,103 Est. Cost $51.87 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $211 Shares 4,290 Est. Cost $34.16 Unrealized +0.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $205 Shares 2,644 Est. Cost $47.82 Unrealized +18.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $193 Shares 10,041 Est. Cost $21.54 Unrealized -42.9%
ALPS ETF TR 0.0%
Value ($000) $146 Shares 13,000 Est. Cost $17.37 Unrealized
SPRINT CORP 0.0%
Value ($000) $79 Shares 10,179 Est. Cost $3.81 Unrealized
CARTESIAN INC 0.0%
Value ($000) $52 Shares 75,000 Est. Cost $0.75 Unrealized
CUMULUS MEDIA INC 0.0%
Value ($000) $5 Shares 15,650 Est. Cost $0.32 Unrealized