FAS Wealth Partners, Inc. Diversified Active

CIK: 0001596957 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 26, 2018

Total Value ($000): $372,141 (99.9% shares, 0.1% debt)

Holdings (170)

ACWV ISHARES INC 10.4%
Value ($000) $38,644 Shares 465,316 Est. Cost $83.72 Unrealized
SLYG SPDR SERIES TRUST 7.4%
Value ($000) $27,409 Shares 433,690 Est. Cost $96.35 Unrealized
MDYG SPDR SERIES TRUST 7.0%
Value ($000) $26,135 Shares 483,900 Est. Cost $78.56 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 4.7%
Value ($000) $17,526 Shares 124,316 Est. Cost $140.98 Unrealized
USMV ISHARES TR 3.2%
Value ($000) $11,938 Shares 224,570 Est. Cost $39.96 Unrealized
IVW ISHARES TR 3.0%
Value ($000) $11,328 Shares 69,665 Est. Cost $116.20 Unrealized
EFV ISHARES TR 2.8%
Value ($000) $10,582 Shares 206,104 Est. Cost $47.87 Unrealized
SCZ ISHARES TR 2.5%
Value ($000) $9,294 Shares 148,131 Est. Cost $52.52 Unrealized
SCHZ SCHWAB STRATEGIC TR 2.2%
Value ($000) $8,326 Shares 164,411 Est. Cost $52.94 Unrealized
SCHF SCHWAB STRATEGIC TR 2.0%
Value ($000) $7,418 Shares 224,433 Est. Cost $29.76 Unrealized
AGG ISHARES TR 1.8%
Value ($000) $6,778 Shares 63,753 Est. Cost $110.75 Unrealized
SCHV SCHWAB STRATEGIC TR 1.8%
Value ($000) $6,731 Shares 126,717 Est. Cost $47.43 Unrealized
SCHG SCHWAB STRATEGIC TR 1.7%
Value ($000) $6,427 Shares 84,816 Est. Cost $49.65 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.7%
Value ($000) $6,148 Shares 112,380 Est. Cost $54.21 Unrealized
MDYV SPDR SERIES TRUST 1.6%
Value ($000) $6,121 Shares 117,642 Est. Cost $69.51 Unrealized
DVY ISHARES TR 1.6%
Value ($000) $5,956 Shares 60,935 Est. Cost $85.71 Unrealized
SLYV SPDR SERIES TRUST 1.5%
Value ($000) $5,599 Shares 83,834 Est. Cost $87.27 Unrealized
VTI VANGUARD INDEX FDS 1.3%
Value ($000) $5,010 Shares 35,679 Est. Cost $112.22 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $4,892 Shares 62,639 Est. Cost $79.76 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $4,640 Shares 25,065 Est. Cost $21.07 Unrealized +102.9%
SPMB SPDR SERIES TRUST 1.2%
Value ($000) $4,395 Shares 173,315 Est. Cost $26.27 Unrealized
SPIB SPDR SERIES TRUST 1.1%
Value ($000) $3,951 Shares 118,683 Est. Cost $34.19 Unrealized
IEFA ISHARES TR 1.1%
Value ($000) $3,925 Shares 61,934 Est. Cost $56.76 Unrealized
SCHE SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,702 Shares 142,980 Est. Cost $23.59 Unrealized
SCHX SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,542 Shares 54,505 Est. Cost $55.06 Unrealized
MUB ISHARES TR 0.9%
Value ($000) $3,365 Shares 30,863 Est. Cost $111.05 Unrealized
IJS ISHARES TR 0.9%
Value ($000) $3,164 Shares 19,381 Est. Cost $121.92 Unrealized
SCHM SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,157 Shares 57,524 Est. Cost $45.70 Unrealized
CERNER CORP 0.8%
Value ($000) $2,977 Shares 49,796 Est. Cost $56.69 Unrealized
NOBL PROSHARES TR 0.8%
Value ($000) $2,796 Shares 44,852 Est. Cost $54.19 Unrealized
MDT MEDTRONIC PLC 0.8%
Value ($000) $2,792 Shares 32,615 Est. Cost $58.86 Unrealized +16.4%
SHM SPDR SER TR 0.7%
Value ($000) $2,785 Shares 58,024 Est. Cost $48.18 Unrealized
ARCB ARCBEST CORP 0.7%
Value ($000) $2,570 Shares 56,245 Est. Cost $26.07 Unrealized +49.8%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,550 Shares 34,659 Est. Cost $60.98 Unrealized
ACWI ISHARES TR 0.6%
Value ($000) $2,359 Shares 33,175 Est. Cost $71.63 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,344 Shares 8,585 Est. Cost $222.43 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,280 Shares 45,863 Est. Cost $23.45 Unrealized +92.1%
IEMG ISHARES INC 0.6%
Value ($000) $2,201 Shares 41,910 Est. Cost $49.13 Unrealized
IFLN INVESCO EXCHNG TRADED FD TR 0.6%
Value ($000) $2,105 Shares 115,086 Est. Cost $18.29 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $2,102 Shares 21,317 Est. Cost $45.62 Unrealized +96.7%
IJR ISHARES TR 0.5%
Value ($000) $1,955 Shares 23,423 Est. Cost $85.43 Unrealized
EFAV ISHARES TR 0.5%
Value ($000) $1,925 Shares 27,063 Est. Cost $70.04 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,851 Shares 22,376 Est. Cost $54.43 Unrealized +3.1%
VIG VANGUARD GROUP 0.5%
Value ($000) $1,795 Shares 17,665 Est. Cost $77.20 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $1,761 Shares 9,043 Est. Cost $155.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,757 Shares 9,411 Est. Cost $138.71 Unrealized +40.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,755 Shares 14,467 Est. Cost $69.83 Unrealized +44.2%
IWF ISHARES TR 0.5%
Value ($000) $1,735 Shares 12,065 Est. Cost $91.08 Unrealized
DWX SPDR INDEX SHS FDS 0.5%
Value ($000) $1,692 Shares 44,158 Est. Cost $37.13 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,634 Shares 12,036 Est. Cost $127.85 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,569 Shares 12,409 Est. Cost $70.18 Unrealized +27.0%
GVI ISHARES TR 0.4%
Value ($000) $1,509 Shares 13,999 Est. Cost $113.31 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $1,502 Shares 9,173 Est. Cost $122.14 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,431 Shares 842 Est. Cost $42.54 Unrealized +86.6%
HYG ISHARES TR 0.4%
Value ($000) $1,400 Shares 16,450 Est. Cost $86.51 Unrealized
T AT&T INC 0.4%
Value ($000) $1,340 Shares 41,728 Est. Cost $12.77 Unrealized +13.8%
HYMB SPDR SERIES TRUST 0.3%
Value ($000) $1,284 Shares 22,731 Est. Cost $56.23 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,187 Shares 7,573 Est. Cost $81.14 Unrealized +67.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,179 Shares 15,102 Est. Cost $59.84 Unrealized +3.3%
SPBO SPDR SERIES TRUST 0.3%
Value ($000) $1,134 Shares 36,620 Est. Cost $32.51 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $1,082 Shares 9,447 Est. Cost $121.24 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,058 Shares 29,152 Est. Cost $19.12 Unrealized +27.1%
BA BOEING CO 0.3%
Value ($000) $1,058 Shares 3,153 Est. Cost $172.40 Unrealized +91.6%
WY WEYERHAEUSER CO 0.3%
Value ($000) $1,032 Shares 28,310 Est. Cost $19.49 Unrealized +38.9%
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,007 Shares 26,973 Est. Cost $31.38 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $960 Shares 13,787 Est. Cost $46.07 Unrealized +12.4%
MTUM ISHARES TR 0.2%
Value ($000) $911 Shares 8,302 Est. Cost $77.57 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $900 Shares 7,587 Est. Cost $116.70 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $876 Shares 24,287 Est. Cost $32.09 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $874 Shares 19,935 Est. Cost $28.07 Unrealized +21.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $855 Shares 16,996 Est. Cost $30.79 Unrealized +4.6%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $833 Shares 12,623 Est. Cost $50.93 Unrealized
SEB SEABOARD CORP 0.2%
Value ($000) $797 Shares 201 Est. Cost $3827.89 Unrealized +3.4%
NKE NIKE INC 0.2%
Value ($000) $779 Shares 9,782 Est. Cost $47.40 Unrealized +34.7%
MRK MERCK & CO INC 0.2%
Value ($000) $765 Shares 12,610 Est. Cost $35.62 Unrealized +25.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $765 Shares 2,590 Est. Cost $173.73 Unrealized +51.1%
IWN ISHARES TR 0.2%
Value ($000) $734 Shares 5,566 Est. Cost $97.57 Unrealized
FNDA SCHWAB STRATEGIC TR 0.2%
Value ($000) $721 Shares 18,067 Est. Cost $30.93 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $715 Shares 13,725 Est. Cost $27.43 Unrealized +32.5%
SDY SPDR SERIES TRUST 0.2%
Value ($000) $704 Shares 7,593 Est. Cost $80.93 Unrealized
BND VANGUARD BD INDEX FD INC 0.2%
Value ($000) $692 Shares 8,733 Est. Cost $83.80 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $668 Shares 3,151 Est. Cost $165.32 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $664 Shares 2,448 Est. Cost $199.72 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $657 Shares 15,269 Est. Cost $21.41 Unrealized +62.3%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $654 Shares 16,220 Est. Cost $43.62 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $645 Shares 5,079 Est. Cost $126.99 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $633 Shares 9,452 Est. Cost $62.70 Unrealized
UNILEVER N V 0.2%
Value ($000) $631 Shares 11,325 Est. Cost $42.59 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $618 Shares 19,271 Est. Cost $33.49 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $597 Shares 5,727 Est. Cost $63.00 Unrealized +41.3%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $590 Shares 7,773 Est. Cost $62.53 Unrealized
BP BP PLC 0.2%
Value ($000) $589 Shares 12,894 Est. Cost $44.86 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $584 Shares 11,160 Est. Cost $53.61 Unrealized
WMT WALMART INC 0.2%
Value ($000) $582 Shares 6,794 Est. Cost $19.84 Unrealized +27.2%
GOOG ALPHABET INC 0.2%
Value ($000) $578 Shares 518 Est. Cost $38.05 Unrealized +41.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $576 Shares 7,080 Est. Cost $42.06 Unrealized +72.8%
DOWDUPONT INC 0.2%
Value ($000) $573 Shares 8,690 Est. Cost $69.43 Unrealized
SPGM SPDR INDEX SHS FDS 0.2%
Value ($000) $566 Shares 7,321 Est. Cost $70.56 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $560 Shares 8,650 Est. Cost $26.50 Unrealized +58.7%
META FACEBOOK INC 0.1%
Value ($000) $547 Shares 2,813 Est. Cost $131.36 Unrealized +36.6%
BAC BANK AMER CORP 0.1%
Value ($000) $543 Shares 19,247 Est. Cost $13.78 Unrealized +80.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $540 Shares 9,759 Est. Cost $39.04 Unrealized +4.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $525 Shares 1,479 Est. Cost $271.32 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $520 Shares 6,577 Est. Cost $45.57 Unrealized +23.8%
CORP PIMCO ETF TR 0.1%
Value ($000) $516 Shares 5,147 Est. Cost $100.25 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $511 Shares 7,325 Est. Cost $32.05 Unrealized +24.1%
AGZ ISHARES TR 0.1%
Value ($000) $507 Shares 4,546 Est. Cost $114.81 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $487 Shares 3,600 Est. Cost $68.03 Unrealized +45.4%
NFLX NETFLIX INC 0.1%
Value ($000) $483 Shares 1,235 Est. Cost $29.47 Unrealized +15.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $481 Shares 3,854 Est. Cost $90.35 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $480 Shares 8,659 Est. Cost $41.83 Unrealized +3.6%
IWO ISHARES TR 0.1%
Value ($000) $478 Shares 2,339 Est. Cost $141.01 Unrealized
MNA INDEXIQ ETF TR 0.1%
Value ($000) $476 Shares 15,514 Est. Cost $31.05 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $476 Shares 3,512 Est. Cost $77.61 Unrealized +63.0%
PIE INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $474 Shares 23,662 Est. Cost $20.03 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $472 Shares 11,004 Est. Cost $37.88 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $465 Shares 2,561 Est. Cost $145.57 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $465 Shares 4,068 Est. Cost $106.39 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $462 Shares 9,155 Est. Cost $90.01 Unrealized
UYG PROSHARES TR 0.1%
Value ($000) $455 Shares 11,250 Est. Cost $57.76 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $445 Shares 7,832 Est. Cost $22.69 Unrealized +41.9%
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $444 Shares 13,682 Est. Cost $32.45 Unrealized
RAYTHEON CO 0.1%
Value ($000) $430 Shares 2,224 Est. Cost $167.22 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $424 Shares 4,971 Est. Cost $40.50 Unrealized +82.0%
IJT ISHARES TR 0.1%
Value ($000) $415 Shares 2,198 Est. Cost $125.54 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $411 Shares 3,924 Est. Cost $74.49 Unrealized +30.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $405 Shares 359 Est. Cost $37.00 Unrealized +45.9%
FDN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $392 Shares 2,845 Est. Cost $82.00 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $376 Shares 15,255 Est. Cost $24.97 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $373 Shares 4,617 Est. Cost $50.75 Unrealized +11.5%
PEP PEPSICO INC 0.1%
Value ($000) $373 Shares 3,423 Est. Cost $73.55 Unrealized +11.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $370 Shares 2,154 Est. Cost $171.77 Unrealized
TENAX THERAPEUTICS INC 0.1%
Value ($000) $370 Shares 58,576 Est. Cost $5.46 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $362 Shares 7,107 Est. Cost $41.82 Unrealized +14.2%
MMM 3M CO 0.1%
Value ($000) $353 Shares 1,793 Est. Cost $76.97 Unrealized +69.1%
BLACKROCK INC 0.1%
Value ($000) $350 Shares 701 Est. Cost $333.17 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $349 Shares 2,497 Est. Cost $100.69 Unrealized -0.7%
F FORD MTR CO DEL 0.1%
Value ($000) $345 Shares 31,189 Est. Cost $8.18 Unrealized -5.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $343 Shares 4,109 Est. Cost $81.71 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $338 Shares 3,013 Est. Cost $45.31 Unrealized +83.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $329 Shares 4,767 Est. Cost $65.78 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $326 Shares 5,159 Est. Cost $63.98 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $320 Shares 2,901 Est. Cost $62.32 Unrealized +40.0%
IWD ISHARES TR 0.1%
Value ($000) $316 Shares 2,606 Est. Cost $99.97 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $300 Shares 1,624 Est. Cost $134.58 Unrealized +4.2%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $299 Shares 5,000 Est. Cost $13.35 Unrealized +303.0%
TQQQ PROSHARES TR 0.1%
Value ($000) $291 Shares 5,103 Est. Cost $79.00 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $290 Shares 3,125 Est. Cost $47.08 Unrealized +49.8%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $289 Shares 1,819 Est. Cost $147.39 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $286 Shares 16,554 Est. Cost $11.60 Unrealized +32.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $282 Shares 1 Est. Cost $199512.94 Unrealized +46.8%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $278 Shares 7,768 Est. Cost $19.02 Unrealized +45.5%
IWB ISHARES TR 0.1%
Value ($000) $278 Shares 1,828 Est. Cost $140.04 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $272 Shares 11,193 Est. Cost $17.25 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $270 Shares 1,382 Est. Cost $114.37 Unrealized +35.5%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $267 Shares 1,773 Est. Cost $98.76 Unrealized +26.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $260 Shares 2,471 Est. Cost $69.93 Unrealized +13.6%
IVE ISHARES TR 0.1%
Value ($000) $258 Shares 2,345 Est. Cost $88.45 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 1,611 Est. Cost $121.58 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $244 Shares 4,985 Est. Cost $39.91 Unrealized +20.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $235 Shares 17,250 Est. Cost $27.69 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $230 Shares 6,091 Est. Cost $37.64 Unrealized
RRGB RED ROBIN GOURMET BURGERS IN 0.1%
Value ($000) $225 Shares 4,830 Est. Cost $51.30 Unrealized +10.5%
EEM ISHARES TR 0.1%
Value ($000) $222 Shares 5,122 Est. Cost $44.86 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 2,000 Est. Cost $101.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $215 Shares 5,087 Est. Cost $37.83 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $212 Shares 1,508 Est. Cost $108.98 Unrealized +22.0%
ABT ABBOTT LABS 0.1%
Value ($000) $200 Shares 3,279 Est. Cost $53.15 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $187 Shares 10,981 Est. Cost $12.31 Unrealized -15.5%
NOVAVAX INC 0.0%
Value ($000) $17 Shares 13,025 Est. Cost $2.02 Unrealized