EP Wealth Advisors, LLC Diversified Active

CIK: 0001540569 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 15, 2018

Total Value ($000): $947,758 (100.0% shares, 0.0% debt)

Holdings (194)

VTV VANGUARD INDEX FDS 19.3%
Value ($000) $182,779 Shares 1,719,144 Est. Cost $7979.82 Unrealized
VUG VANGUARD INDEX FDS 8.2%
Value ($000) $77,590 Shares 551,653 Est. Cost $13095.46 Unrealized
VB VANGUARD INDEX FDS 6.8%
Value ($000) $64,465 Shares 436,165 Est. Cost $134.94 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $28,892 Shares 170,724 Est. Cost $18.71 Unrealized +108.9%
META FACEBOOK INC 2.9%
Value ($000) $27,396 Shares 155,253 Est. Cost $111.39 Unrealized +57.6%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $21,255 Shares 198,760 Est. Cost $40.04 Unrealized +103.1%
PEP PEPSICO INC 2.1%
Value ($000) $20,131 Shares 167,871 Est. Cost $63.44 Unrealized +40.3%
MMM 3M CO 2.0%
Value ($000) $18,890 Shares 80,255 Est. Cost $70.63 Unrealized +105.3%
SSD SIMPSON MANUFACTURING CO INC 1.9%
Value ($000) $18,409 Shares 320,658 Est. Cost $30.39 Unrealized +67.6%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $17,888 Shares 128,025 Est. Cost $69.00 Unrealized +60.8%
ORCL ORACLE CORP 1.8%
Value ($000) $16,782 Shares 354,945 Est. Cost $31.21 Unrealized +39.4%
V VISA INC 1.8%
Value ($000) $16,738 Shares 146,797 Est. Cost $59.58 Unrealized +75.2%
ALL ALLSTATE CORP 1.7%
Value ($000) $16,003 Shares 152,833 Est. Cost $48.51 Unrealized +68.5%
BLACKROCK INC 1.6%
Value ($000) $15,613 Shares 30,392 Est. Cost $15373.52 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $15,171 Shares 81,512 Est. Cost $103.55 Unrealized +49.2%
AMT AMERICAN TOWER CORP NEW 1.6%
Value ($000) $15,092 Shares 105,785 Est. Cost $77.98 Unrealized +48.4%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $15,051 Shares 179,949 Est. Cost $55.36 Unrealized +3.2%
SYK STRYKER CORP 1.6%
Value ($000) $14,976 Shares 96,717 Est. Cost $65.53 Unrealized +113.0%
HON HONEYWELL INTL INC 1.6%
Value ($000) $14,734 Shares 96,073 Est. Cost $72.35 Unrealized +56.7%
DIS DISNEY WALT CO 1.5%
Value ($000) $14,485 Shares 134,729 Est. Cost $66.10 Unrealized +47.2%
BROADCOM LTD 1.5%
Value ($000) $13,830 Shares 53,833 Est. Cost $157.24 Unrealized
ACN ACCENTURE PLC IRELAND 1.4%
Value ($000) $13,469 Shares 87,984 Est. Cost $102.34 Unrealized +25.6%
BB&T CORP 1.4%
Value ($000) $12,808 Shares 257,603 Est. Cost $43.75 Unrealized
TJX TJX COS INC NEW 1.3%
Value ($000) $12,357 Shares 161,608 Est. Cost $33.13 Unrealized -2.2%
AMZN AMAZON COM INC 1.2%
Value ($000) $11,080 Shares 9,474 Est. Cost $40.54 Unrealized +35.7%
FMC F M C CORP 1.2%
Value ($000) $10,911 Shares 115,264 Est. Cost $42.14 Unrealized +55.0%
UNP UNION PAC CORP 1.1%
Value ($000) $10,864 Shares 80,417 Est. Cost $81.92 Unrealized +23.0%
SCHW SCHWAB CHARLES CORP NEW 1.1%
Value ($000) $10,701 Shares 208,306 Est. Cost $28.42 Unrealized +48.2%
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $10,641 Shares 91,833 Est. Cost $3000.51 Unrealized
ANDEAVOR 1.1%
Value ($000) $10,575 Shares 92,488 Est. Cost $103.51 Unrealized
BIIB BIOGEN INC 1.1%
Value ($000) $10,360 Shares 32,521 Est. Cost $320.80 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $10,316 Shares 194,891 Est. Cost $28.21 Unrealized +13.3%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $10,014 Shares 59,113 Est. Cost $117.12 Unrealized +29.7%
DVN DEVON ENERGY CORP NEW 1.0%
Value ($000) $9,563 Shares 230,998 Est. Cost $24.50 Unrealized +9.6%
HOLX HOLOGIC INC 0.9%
Value ($000) $8,942 Shares 209,167 Est. Cost $32.20 Unrealized +23.9%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $8,504 Shares 41,797 Est. Cost $126.33 Unrealized +34.8%
EIX EDISON INTL 0.8%
Value ($000) $7,476 Shares 118,212 Est. Cost $35.47 Unrealized +51.5%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $5,838 Shares 48,996 Est. Cost $59.41 Unrealized +45.2%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $5,626 Shares 21,084 Est. Cost $6470.05 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,150 Shares 41,140 Est. Cost $71.62 Unrealized +16.7%
ALLERGAN PLC 0.5%
Value ($000) $4,863 Shares 29,729 Est. Cost $204.94 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $3,409 Shares 31,185 Est. Cost $96.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3,106 Shares 28,270 Est. Cost $94.75 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,934 Shares 51,082 Est. Cost $49.03 Unrealized -3.3%
QTEC FIRST TR NASDAQ100 TECH INDE 0.3%
Value ($000) $2,639 Shares 36,685 Est. Cost $62.39 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,451 Shares 28,656 Est. Cost $48.79 Unrealized +54.2%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $2,404 Shares 64,981 Est. Cost $37.67 Unrealized
T AT&T INC 0.2%
Value ($000) $2,333 Shares 59,992 Est. Cost $12.75 Unrealized +19.6%
EFA ISHARES TR 0.2%
Value ($000) $2,293 Shares 32,614 Est. Cost $57.40 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2,282 Shares 56,218 Est. Cost $35.36 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $2,183 Shares 35,987 Est. Cost $39.60 Unrealized +13.8%
IWP ISHARES TR 0.2%
Value ($000) $2,100 Shares 17,410 Est. Cost $111.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,959 Shares 9,885 Est. Cost $130.39 Unrealized +45.6%
IVV ISHARES TR 0.2%
Value ($000) $1,832 Shares 6,814 Est. Cost $211.30 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,633 Shares 5,536 Est. Cost $133.51 Unrealized +92.8%
RYDEX ETF TRUST 0.2%
Value ($000) $1,567 Shares 15,512 Est. Cost $85.43 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $1,539 Shares 9,064 Est. Cost $140.18 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $1,539 Shares 8,653 Est. Cost $164.13 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $1,534 Shares 8,839 Est. Cost $166.58 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $1,491 Shares 7,924 Est. Cost $157.37 Unrealized
POWERSHARES ETF TRUST II 0.2%
Value ($000) $1,459 Shares 70,982 Est. Cost $17.26 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,439 Shares 10,687 Est. Cost $975.66 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $1,438 Shares 9,091 Est. Cost $108.38 Unrealized
IGV ISHARES TR 0.2%
Value ($000) $1,424 Shares 9,211 Est. Cost $136.77 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $1,360 Shares 30,322 Est. Cost $38.65 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $1,337 Shares 48,373 Est. Cost $25.68 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,321 Shares 17,392 Est. Cost $70.75 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,252 Shares 16,296 Est. Cost $70.10 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,218 Shares 6,417 Est. Cost $9551.43 Unrealized
POWERSHARES ETF TR II 0.1%
Value ($000) $1,187 Shares 24,863 Est. Cost $44.73 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,177 Shares 40,094 Est. Cost $26.44 Unrealized
IAK ISHARES TR 0.1%
Value ($000) $1,164 Shares 17,475 Est. Cost $62.62 Unrealized
IAT ISHARES TR 0.1%
Value ($000) $1,144 Shares 23,214 Est. Cost $45.55 Unrealized
DJP BARCLAYS BK PLC 0.1%
Value ($000) $1,130 Shares 46,295 Est. Cost $24.41 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,126 Shares 10,170 Est. Cost $110.72 Unrealized
CORPORATE CAP TR INC 0.1%
Value ($000) $1,123 Shares 70,283 Est. Cost $15.98 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $1,075 Shares 6,899 Est. Cost $14457.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,072 Shares 6,985 Est. Cost $104.38 Unrealized -2.2%
AMGN AMGEN INC 0.1%
Value ($000) $1,045 Shares 6,009 Est. Cost $111.14 Unrealized +24.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,034 Shares 22,513 Est. Cost $38.83 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $933 Shares 65,231 Est. Cost $14.21 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $919 Shares 129,411 Est. Cost $111.17 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $913 Shares 9,938 Est. Cost $57.01 Unrealized +27.4%
KO COCA COLA CO 0.1%
Value ($000) $909 Shares 19,805 Est. Cost $31.21 Unrealized +14.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $864 Shares 8,175 Est. Cost $58.65 Unrealized +18.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $861 Shares 12,064 Est. Cost $21.91 Unrealized +67.2%
POWERSHARES ETF TRUST 0.1%
Value ($000) $856 Shares 16,582 Est. Cost $46.82 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $838 Shares 30,016 Est. Cost $4702.20 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $813 Shares 17,615 Est. Cost $24.30 Unrealized +50.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $731 Shares 4,830 Est. Cost $91.89 Unrealized +54.7%
HD HOME DEPOT INC 0.1%
Value ($000) $723 Shares 3,815 Est. Cost $88.72 Unrealized +59.7%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $690 Shares 11,338 Est. Cost $34.89 Unrealized +40.3%
BAC BANK AMER CORP 0.1%
Value ($000) $685 Shares 16,909 Est. Cost $20.09 Unrealized +13.4%
HYG ISHARES TR 0.1%
Value ($000) $677 Shares 7,753 Est. Cost $88.39 Unrealized
NUVEEN INTER DURATION MN TMF 0.1%
Value ($000) $668 Shares 51,399 Est. Cost $13.41 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $657 Shares 8,059 Est. Cost $71.53 Unrealized
GHYG ISHARES INC 0.1%
Value ($000) $629 Shares 12,464 Est. Cost $50.48 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $617 Shares 2,011 Est. Cost $112.82 Unrealized +133.1%
USB US BANCORP DEL 0.1%
Value ($000) $604 Shares 11,271 Est. Cost $29.97 Unrealized +30.3%
RAYTHEON CO 0.1%
Value ($000) $603 Shares 3,210 Est. Cost $6175.33 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $586 Shares 33,609 Est. Cost $1899.49 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $574 Shares 5,027 Est. Cost $1161.88 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $572 Shares 54,032 Est. Cost $10.13 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $561 Shares 8,759 Est. Cost $44.50 Unrealized +10.1%
PFE PFIZER INC 0.1%
Value ($000) $556 Shares 15,364 Est. Cost $18.11 Unrealized +31.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $546 Shares 1,702 Est. Cost $157.81 Unrealized +60.7%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $542 Shares 2,190 Est. Cost $179.87 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $523 Shares 6,910 Est. Cost $72.72 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $523 Shares 5,864 Est. Cost $72.35 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $519 Shares 9,229 Est. Cost $42.08 Unrealized +2.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $510 Shares 13,323 Est. Cost $20.22 Unrealized +38.3%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $509 Shares 37,046 Est. Cost $14.59 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $493 Shares 2,884 Est. Cost $82.04 Unrealized +58.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $481 Shares 14,116 Est. Cost $32.92 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $476 Shares 3,465 Est. Cost $120.36 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $470 Shares 2,728 Est. Cost $121.93 Unrealized +13.7%
LQD ISHARES TR 0.0%
Value ($000) $452 Shares 3,719 Est. Cost $10845.09 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $433 Shares 8,640 Est. Cost $49.79 Unrealized
CEMB ISHARES INC 0.0%
Value ($000) $424 Shares 8,311 Est. Cost $50.91 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $418 Shares 1,790 Est. Cost $186.01 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $411 Shares 4,168 Est. Cost $80.75 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $409 Shares 6,063 Est. Cost $51.22 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $401 Shares 8,942 Est. Cost $53.20 Unrealized +4.1%
ADBE ADOBE SYS INC 0.0%
Value ($000) $382 Shares 2,181 Est. Cost $64.31 Unrealized +167.5%
PRI PRIMERICA INC 0.0%
Value ($000) $369 Shares 3,635 Est. Cost $77.97 Unrealized +22.2%
CSM PROSHARES TR 0.0%
Value ($000) $366 Shares 5,484 Est. Cost $62.44 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $364 Shares 2,349 Est. Cost $128.01 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $363 Shares 2,384 Est. Cost $137.58 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $354 Shares 3,563 Est. Cost $70.80 Unrealized +20.4%
TRMB TRIMBLE INC 0.0%
Value ($000) $353 Shares 8,687 Est. Cost $30.93 Unrealized +32.5%
IWN ISHARES TR 0.0%
Value ($000) $350 Shares 2,783 Est. Cost $120.65 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $349 Shares 3,451 Est. Cost $48.15 Unrealized +43.9%
IWR ISHARES TR 0.0%
Value ($000) $343 Shares 1,649 Est. Cost $172.90 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $337 Shares 6,678 Est. Cost $50.46 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $336 Shares 2,041 Est. Cost $151.99 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $334 Shares 7,812 Est. Cost $27.59 Unrealized +25.0%
IWO ISHARES TR 0.0%
Value ($000) $326 Shares 1,744 Est. Cost $149.84 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $324 Shares 3,351 Est. Cost $47.18 Unrealized +41.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $322 Shares 3,152 Est. Cost $32687.34 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $316 Shares 3,430 Est. Cost $82.80 Unrealized
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $313 Shares 24,000 Est. Cost $13.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $310 Shares 3,915 Est. Cost $79.42 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $308 Shares 4,413 Est. Cost $69.79 Unrealized
QAI INDEXIQ ETF TR 0.0%
Value ($000) $307 Shares 10,080 Est. Cost $12.71 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $298 Shares 2,549 Est. Cost $102.17 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $298 Shares 1 Est. Cost $165023.42 Unrealized +72.6%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $295 Shares 6,990 Est. Cost $14.04 Unrealized +127.4%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $295 Shares 1,204 Est. Cost $222.05 Unrealized
ENCANA CORP 0.0%
Value ($000) $293 Shares 22,004 Est. Cost $13.32 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.0%
Value ($000) $289 Shares 30,000 Est. Cost $9.63 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $287 Shares 922 Est. Cost $14.30 Unrealized +52.1%
PRAXAIR INC 0.0%
Value ($000) $286 Shares 1,851 Est. Cost $134.11 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $286 Shares 3,505 Est. Cost $45.11 Unrealized +51.3%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $279 Shares 2,824 Est. Cost $98.80 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $274 Shares 5,015 Est. Cost $41.50 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $274 Shares 1,429 Est. Cost $17.44 Unrealized +10.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $271 Shares 3,750 Est. Cost $72.27 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $269 Shares 5,710 Est. Cost $47.11 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $265 Shares 3,546 Est. Cost $72.92 Unrealized
HARRIS CORP DEL 0.0%
Value ($000) $263 Shares 1,856 Est. Cost $111.51 Unrealized
POWERSHARES ETF TRUST II 0.0%
Value ($000) $262 Shares 11,378 Est. Cost $22.83 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $261 Shares 4,955 Est. Cost $52.67 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $256 Shares 8,053 Est. Cost $29.61 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $251 Shares 9,474 Est. Cost $26.49 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $249 Shares 12,000 Est. Cost $10.35 Unrealized +75.8%
EFAV ISHARES TR 0.0%
Value ($000) $246 Shares 3,367 Est. Cost $71.12 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $244 Shares 20,000 Est. Cost $12.20 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $243 Shares 3,161 Est. Cost $72.15 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $243 Shares 10,000 Est. Cost $20.80 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $242 Shares 4,550 Est. Cost $53.19 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $241 Shares 2,076 Est. Cost $114.03 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $241 Shares 1,667 Est. Cost $90.67 Unrealized +15.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $233 Shares 1,495 Est. Cost $29.85 Unrealized +5.6%
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value ($000) $233 Shares 4,401 Est. Cost $52.94 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $230 Shares 2,199 Est. Cost $77.65 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $223 Shares 1,644 Est. Cost $114.71 Unrealized 0.0%
SPDR SERIES TRUST 0.0%
Value ($000) $222 Shares 6,056 Est. Cost $23.95 Unrealized
TIME WARNER INC 0.0%
Value ($000) $220 Shares 2,410 Est. Cost $91.54 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $219 Shares 17,504 Est. Cost $4408.39 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $216 Shares 3,410 Est. Cost $52.07 Unrealized +9.1%
IWB ISHARES TR 0.0%
Value ($000) $215 Shares 1,444 Est. Cost $140.07 Unrealized
TWITTER INC 0.0%
Value ($000) $215 Shares 8,969 Est. Cost $23.97 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $213 Shares 3,050 Est. Cost $69.84 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $210 Shares 1,964 Est. Cost $35.23 Unrealized +26.5%
ROCKWELL COLLINS INC 0.0%
Value ($000) $207 Shares 1,524 Est. Cost $135.83 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $207 Shares 2,227 Est. Cost $71.24 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $206 Shares 1,659 Est. Cost $118.66 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $204 Shares 6,700 Est. Cost $30.45 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $202 Shares 1,637 Est. Cost $117.80 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $200 Shares 3,513 Est. Cost $48.12 Unrealized 0.0%
BLACKROCK ENHANCED GBL DIV T 0.0%
Value ($000) $188 Shares 15,000 Est. Cost $12.53 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $188 Shares 20,000 Est. Cost $9.40 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $177 Shares 47,969 Est. Cost $3056.32 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $143 Shares 22,000 Est. Cost $6.50 Unrealized