Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $1,014,100 (100.0% shares, 0.0% debt)

Holdings (245)

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 5.7%
Value ($000) $57,926 Shares 453,857 Est. Cost $112.38 Unrealized
AGG ISHARES AGGREGATE BOND ETF 4.3%
Value ($000) $43,399 Shares 407,543 Est. Cost $110.20 Unrealized
IVV ISHARES S&P 500 INDEX 4.2%
Value ($000) $42,714 Shares 169,762 Est. Cost $250.28 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 4.2%
Value ($000) $42,152 Shares 532,156 Est. Cost $81.37 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.3%
Value ($000) $33,058 Shares 326,858 Est. Cost $106.56 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.7%
Value ($000) $26,981 Shares 968,805 Est. Cost $41.31 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 2.3%
Value ($000) $23,390 Shares 304,716 Est. Cost $70.92 Unrealized
SDY SPDR SER TR S&P DIVID ETF 2.2%
Value ($000) $22,001 Shares 245,769 Est. Cost $90.87 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $21,099 Shares 568,713 Est. Cost $38.19 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 2.1%
Value ($000) $21,054 Shares 461,920 Est. Cost $46.88 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.0%
Value ($000) $19,898 Shares 522,269 Est. Cost $41.93 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 1.9%
Value ($000) $18,997 Shares 420,110 Est. Cost $49.46 Unrealized
VV VANGUARD LARGE CAP 1.8%
Value ($000) $18,506 Shares 161,117 Est. Cost $107.00 Unrealized
MSFT MICROSOFT 1.8%
Value ($000) $18,456 Shares 181,707 Est. Cost $43.70 Unrealized +128.8%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 1.8%
Value ($000) $18,175 Shares 123,708 Est. Cost $132.44 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 1.6%
Value ($000) $15,798 Shares 313,698 Est. Cost $50.56 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $14,931 Shares 94,656 Est. Cost $33.66 Unrealized +36.7%
SSD SIMPSON MANUFACTURING CO INC 1.4%
Value ($000) $14,620 Shares 270,095 Est. Cost $50.46 Unrealized +8.5%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.3%
Value ($000) $13,406 Shares 133,754 Est. Cost $78.99 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1.3%
Value ($000) $13,373 Shares 135,070 Est. Cost $94.46 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.3%
Value ($000) $12,980 Shares 187,920 Est. Cost $69.76 Unrealized
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $12,045 Shares 204,915 Est. Cost $64.71 Unrealized
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $11,649 Shares 280,487 Est. Cost $27.78 Unrealized +47.2%
VT VANGUARD TOTAL WORLD STOCK ETF 1.1%
Value ($000) $11,315 Shares 172,846 Est. Cost $58.73 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 1.1%
Value ($000) $11,067 Shares 114,767 Est. Cost $122.41 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $10,843 Shares 80,981 Est. Cost $133.05 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 1.1%
Value ($000) $10,837 Shares 168,910 Est. Cost $58.55 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $10,653 Shares 81,373 Est. Cost $109.58 Unrealized
CAT CATERPILLAR INC DEL COM 1.0%
Value ($000) $9,913 Shares 78,009 Est. Cost $107.89 Unrealized +3.3%
VB VANGUARD SMALL CAP ETF 1.0%
Value ($000) $9,785 Shares 74,136 Est. Cost $141.65 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.9%
Value ($000) $9,507 Shares 399,114 Est. Cost $22.61 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.8%
Value ($000) $8,592 Shares 165,799 Est. Cost $53.59 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $7,892 Shares 138,670 Est. Cost $43.94 Unrealized +15.7%
VMWARE INC CL A CLASS A 0.8%
Value ($000) $7,745 Shares 56,480 Est. Cost $74.21 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $7,567 Shares 161,726 Est. Cost $47.30 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $7,439 Shares 38,213 Est. Cost $106.89 Unrealized +46.7%
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.7%
Value ($000) $7,407 Shares 340,087 Est. Cost $22.93 Unrealized
XHB SPDR S&P HOMEBUILDERETF 0.7%
Value ($000) $7,291 Shares 224,203 Est. Cost $32.52 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.7%
Value ($000) $7,156 Shares 412,203 Est. Cost $18.38 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.7%
Value ($000) $7,092 Shares 123,662 Est. Cost $67.35 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $6,966 Shares 4,638 Est. Cost $34.35 Unrealized +142.0%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.7%
Value ($000) $6,932 Shares 134,243 Est. Cost $77.45 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value ($000) $6,747 Shares 64,927 Est. Cost $115.61 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $6,676 Shares 82,315 Est. Cost $87.67 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $6,185 Shares 78,372 Est. Cost $86.89 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $6,132 Shares 53,942 Est. Cost $97.91 Unrealized -10.2%
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $6,074 Shares 55,390 Est. Cost $94.96 Unrealized +14.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $5,960 Shares 68,896 Est. Cost $72.83 Unrealized
INTC INTEL CORP COM 0.6%
Value ($000) $5,762 Shares 122,786 Est. Cost $30.03 Unrealized +33.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $5,751 Shares 51,789 Est. Cost $107.85 Unrealized
SONY SONY CORP SPONSORED ADR 0.6%
Value ($000) $5,703 Shares 118,126 Est. Cost $18.62 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $5,537 Shares 41,910 Est. Cost $81.35 Unrealized +44.7%
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $5,331 Shares 105,163 Est. Cost $58.01 Unrealized
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $5,262 Shares 160,732 Est. Cost $21.52 Unrealized +47.3%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $5,117 Shares 52,413 Est. Cost $50.13 Unrealized +74.6%
GM GENERAL MOTORS CORP 0.5%
Value ($000) $5,030 Shares 150,362 Est. Cost $28.49 Unrealized +10.0%
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX 0.5%
Value ($000) $5,008 Shares 25,064 Est. Cost $106.26 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $4,517 Shares 46,114 Est. Cost $98.56 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $4,392 Shares 34,032 Est. Cost $73.49 Unrealized +55.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.4%
Value ($000) $4,363 Shares 86,249 Est. Cost $50.59 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $4,358 Shares 17,796 Est. Cost $201.44 Unrealized +21.9%
STIP ISHARES 0-5 YR TIPS BOND ETF 0.4%
Value ($000) $4,267 Shares 43,527 Est. Cost $98.03 Unrealized
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $4,156 Shares 37,948 Est. Cost $113.24 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.4%
Value ($000) $4,099 Shares 123,547 Est. Cost $33.91 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.4%
Value ($000) $4,077 Shares 156,610 Est. Cost $26.03 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.4%
Value ($000) $3,936 Shares 81,100 Est. Cost $48.53 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $3,822 Shares 56,053 Est. Cost $52.58 Unrealized +7.3%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $3,753 Shares 38,480 Est. Cost $88.44 Unrealized -7.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $3,721 Shares 27,147 Est. Cost $149.09 Unrealized
BSV VANGUARD SHORT TERM BOND 0.4%
Value ($000) $3,639 Shares 46,318 Est. Cost $79.29 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,453 Shares 3,334 Est. Cost $32.47 Unrealized +63.6%
QQQ POWERSHARES QQQ TR 0.3%
Value ($000) $3,432 Shares 22,246 Est. Cost $171.65 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $3,350 Shares 110,888 Est. Cost $16.40 Unrealized +59.6%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $3,182 Shares 64,857 Est. Cost $49.82 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.3%
Value ($000) $3,154 Shares 12,404 Est. Cost $19.76 Unrealized -1.9%
CSX CSX CORP 0.3%
Value ($000) $2,898 Shares 46,636 Est. Cost $8.80 Unrealized +137.5%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,843 Shares 30,834 Est. Cost $60.09 Unrealized +7.8%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $2,774 Shares 29,099 Est. Cost $94.26 Unrealized +0.8%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $2,611 Shares 38,023 Est. Cost $71.13 Unrealized -8.6%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 0.3%
Value ($000) $2,574 Shares 77,609 Est. Cost $33.96 Unrealized
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.3%
Value ($000) $2,571 Shares 118,134 Est. Cost $21.98 Unrealized +4.6%
DOWDUPONT INC COM 0.2%
Value ($000) $2,458 Shares 45,956 Est. Cost $67.13 Unrealized
ALLERGAN PLC SHS 0.2%
Value ($000) $2,441 Shares 18,266 Est. Cost $149.86 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,370 Shares 31,019 Est. Cost $41.40 Unrealized +36.5%
FTI FMC TECHNOLOGIES INC 0.2%
Value ($000) $2,291 Shares 116,983 Est. Cost $19.34 Unrealized -10.0%
LYB LYONDELLBASELL 0.2%
Value ($000) $2,287 Shares 27,505 Est. Cost $67.82 Unrealized -14.5%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,150 Shares 19,758 Est. Cost $68.98 Unrealized +22.8%
TGT TARGET CORP COM 0.2%
Value ($000) $2,061 Shares 31,189 Est. Cost $52.83 Unrealized +19.8%
PFE PFIZER INC COM 0.2%
Value ($000) $2,054 Shares 47,053 Est. Cost $21.54 Unrealized +39.4%
FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS 0.2%
Value ($000) $2,003 Shares 43,330 Est. Cost $47.78 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.2%
Value ($000) $1,930 Shares 14,371 Est. Cost $111.70 Unrealized +2.6%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,862 Shares 38,115 Est. Cost $48.85 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $1,782 Shares 29,427 Est. Cost $60.63 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $1,778 Shares 42,381 Est. Cost $47.47 Unrealized
GOOGL GOOGLE INC 0.2%
Value ($000) $1,751 Shares 1,676 Est. Cost $46.31 Unrealized +15.8%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.2%
Value ($000) $1,648 Shares 52,104 Est. Cost $35.04 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,633 Shares 26,340 Est. Cost $48.67 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $1,607 Shares 97,314 Est. Cost $14.93 Unrealized +15.8%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,593 Shares 17,250 Est. Cost $65.65 Unrealized +28.9%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,583 Shares 17,224 Est. Cost $72.93 Unrealized +2.5%
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $1,571 Shares 21,062 Est. Cost $79.09 Unrealized
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $1,565 Shares 17,149 Est. Cost $84.40 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.2%
Value ($000) $1,546 Shares 19,820 Est. Cost $84.85 Unrealized
XBI SPDR BIOTECH ETF 0.2%
Value ($000) $1,543 Shares 21,508 Est. Cost $61.09 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.1%
Value ($000) $1,500 Shares 18,191 Est. Cost $96.41 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS 0.1%
Value ($000) $1,492 Shares 28,630 Est. Cost $35.36 Unrealized
ICSH ISHARES LIQUIDITY INCOME ETF 0.1%
Value ($000) $1,446 Shares 28,885 Est. Cost $50.06 Unrealized
VALE VALE SA (ADR) 0.1%
Value ($000) $1,437 Shares 108,956 Est. Cost $12.41 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $1,423 Shares 31,225 Est. Cost $31.85 Unrealized +18.0%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,403 Shares 5,633 Est. Cost $153.81 Unrealized +52.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,383 Shares 6,775 Est. Cost $171.90 Unrealized +21.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,378 Shares 31,809 Est. Cost $36.91 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $1,362 Shares 71,657 Est. Cost $22.06 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $1,358 Shares 20,349 Est. Cost $39.82 Unrealized +59.6%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,353 Shares 9,183 Est. Cost $115.88 Unrealized +22.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $1,348 Shares 15,956 Est. Cost $90.70 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $1,342 Shares 12,559 Est. Cost $113.44 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,336 Shares 20,507 Est. Cost $52.89 Unrealized +4.1%
OZK BANK OZK COM 0.1%
Value ($000) $1,322 Shares 57,898 Est. Cost $21.29 Unrealized 0.0%
FFTY INNOVATOR IBD 50 ETF 0.1%
Value ($000) $1,299 Shares 47,034 Est. Cost $27.62 Unrealized
XLG RYDEX RUSSELL TOP 50 ETF 0.1%
Value ($000) $1,298 Shares 7,217 Est. Cost $191.48 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $1,246 Shares 57,014 Est. Cost $22.79 Unrealized -11.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,193 Shares 23,800 Est. Cost $50.13 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $1,192 Shares 19,924 Est. Cost $59.83 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,191 Shares 5,846 Est. Cost $131.57 Unrealized +53.5%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,182 Shares 88,372 Est. Cost $7.65 Unrealized +56.7%
F FORD MOTOR COMPANY 0.1%
Value ($000) $1,181 Shares 154,359 Est. Cost $6.21 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,173 Shares 12,410 Est. Cost $86.85 Unrealized -8.9%
DHR DANAHER CORP 0.1%
Value ($000) $1,144 Shares 11,094 Est. Cost $87.89 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $1,138 Shares 11,276 Est. Cost $101.65 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,136 Shares 13,513 Est. Cost $83.10 Unrealized 0.0%
NEAR ISHARES SHORT MATURITY BOND ETF 0.1%
Value ($000) $1,110 Shares 22,257 Est. Cost $50.17 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,088 Shares 10,120 Est. Cost $106.92 Unrealized
CREE INC 0.1%
Value ($000) $1,080 Shares 25,241 Est. Cost $42.79 Unrealized
SUNPOWER CORP 0.1%
Value ($000) $1,070 Shares 215,344 Est. Cost $7.93 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $1,052 Shares 36,187 Est. Cost $29.57 Unrealized
SUNTRUST BANKS INC 0.1%
Value ($000) $1,045 Shares 20,715 Est. Cost $50.01 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $1,041 Shares 7,799 Est. Cost $2.55 Unrealized +85.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,013 Shares 8,880 Est. Cost $99.13 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $1,010 Shares 62,358 Est. Cost $17.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,000 Shares 25,609 Est. Cost $36.46 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $983 Shares 3,962 Est. Cost $259.54 Unrealized -6.6%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $970 Shares 3,206 Est. Cost $225.51 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $970 Shares 9,905 Est. Cost $99.83 Unrealized
CELGENE CORP 0.1%
Value ($000) $950 Shares 14,817 Est. Cost $106.85 Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $914 Shares 10,931 Est. Cost $58.36 Unrealized +29.1%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $897 Shares 9,081 Est. Cost $112.55 Unrealized -15.4%
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $852 Shares 82,598 Est. Cost $11.49 Unrealized -7.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $843 Shares 3,371 Est. Cost $289.75 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $834 Shares 15,872 Est. Cost $61.61 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $828 Shares 4,815 Est. Cost $196.62 Unrealized -14.2%
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.1%
Value ($000) $827 Shares 17,060 Est. Cost $55.34 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $823 Shares 18,236 Est. Cost $41.36 Unrealized +4.4%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $807 Shares 17,652 Est. Cost $30.89 Unrealized +23.9%
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 0.1%
Value ($000) $784 Shares 8,429 Est. Cost $94.13 Unrealized
CALLON PETROLEUM CORP 0.1%
Value ($000) $779 Shares 120,039 Est. Cost $10.74 Unrealized
NBIS YANDEX N.V. COM CL A 0.1%
Value ($000) $774 Shares 28,305 Est. Cost $20.05 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $761 Shares 4,285 Est. Cost $127.75 Unrealized +17.5%
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $750 Shares 10,819 Est. Cost $94.39 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $744 Shares 24,247 Est. Cost $44.08 Unrealized
NATUS MEDICAL INC. 0.1%
Value ($000) $744 Shares 21,872 Est. Cost $34.02 Unrealized
MOS MOSAIC CO 0.1%
Value ($000) $738 Shares 25,253 Est. Cost $20.09 Unrealized +44.5%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.1%
Value ($000) $726 Shares 16,231 Est. Cost $47.34 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $723 Shares 11,542 Est. Cost $59.27 Unrealized -6.0%
GROUPON INC COM 0.1%
Value ($000) $713 Shares 222,821 Est. Cost $3.93 Unrealized
V VISA INC 0.1%
Value ($000) $675 Shares 5,119 Est. Cost $131.41 Unrealized 0.0%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $666 Shares 11,603 Est. Cost $63.35 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $654 Shares 25,270 Est. Cost $46.11 Unrealized -36.7%
NTNX NUTANIX INC CL A 0.1%
Value ($000) $647 Shares 15,568 Est. Cost $30.92 Unrealized +33.6%
HUN HUNTSMAN CORP 0.1%
Value ($000) $639 Shares 33,124 Est. Cost $28.19 Unrealized -23.9%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $627 Shares 8,047 Est. Cost $79.65 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $612 Shares 59,400 Est. Cost $10.45 Unrealized
RRC RANGE RESOURCES CORP 0.1%
Value ($000) $607 Shares 63,379 Est. Cost $20.68 Unrealized -26.5%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $602 Shares 22,641 Est. Cost $29.13 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $601 Shares 11,540 Est. Cost $42.27 Unrealized +16.8%
IYC ISHARES DJ US CONSUMER SERVICES 0.1%
Value ($000) $588 Shares 3,251 Est. Cost $153.38 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $586 Shares 3,888 Est. Cost $135.65 Unrealized
SUSA ISHARES KLD SEL SOC FD 0.1%
Value ($000) $583 Shares 5,649 Est. Cost $89.29 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $577 Shares 9,120 Est. Cost $45.33 Unrealized +20.9%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $576 Shares 10,934 Est. Cost $52.62 Unrealized
FLEETCOR TECHNOLOGIES, INC. 0.1%
Value ($000) $576 Shares 3,100 Est. Cost $147.32 Unrealized
PI IMPINJ INC COM 0.1%
Value ($000) $557 Shares 38,288 Est. Cost $16.93 Unrealized +15.9%
CIEN CIENA CORP 0.1%
Value ($000) $548 Shares 16,175 Est. Cost $21.69 Unrealized +46.1%
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.1%
Value ($000) $529 Shares 24,951 Est. Cost $24.73 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $512 Shares 9,097 Est. Cost $34.66 Unrealized +54.7%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $502 Shares 16,371 Est. Cost $47.13 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $480 Shares 16,830 Est. Cost $15.08 Unrealized -7.1%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $446 Shares 8,838 Est. Cost $48.00 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $442 Shares 5,604 Est. Cost $80.33 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $438 Shares 4,020 Est. Cost $108.96 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $436 Shares 3,151 Est. Cost $135.68 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $429 Shares 2,473 Est. Cost $191.96 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $426 Shares 6,290 Est. Cost $45.60 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $416 Shares 27,619 Est. Cost $18.45 Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $406 Shares 7,668 Est. Cost $19.73 Unrealized 0.0%
META FACEBOOK INC CL A 0.0%
Value ($000) $405 Shares 3,090 Est. Cost $167.17 Unrealized -13.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $402 Shares 1,339 Est. Cost $205.77 Unrealized +50.5%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $401 Shares 6,232 Est. Cost $55.20 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $395 Shares 3,502 Est. Cost $119.47 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $391 Shares 7,130 Est. Cost $55.82 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $391 Shares 8,251 Est. Cost $34.13 Unrealized +12.5%
BIDU BAIDU COM ADR 0.0%
Value ($000) $389 Shares 2,451 Est. Cost $158.71 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value ($000) $386 Shares 2,297 Est. Cost $159.34 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $379 Shares 1,647 Est. Cost $261.73 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.0%
Value ($000) $369 Shares 7,390 Est. Cost $49.93 Unrealized
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $365 Shares 5,616 Est. Cost $65.98 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $365 Shares 1,096 Est. Cost $21.51 Unrealized 0.0%
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $364 Shares 39,828 Est. Cost $10.40 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $362 Shares 1,921 Est. Cost $26.97 Unrealized +15.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $351 Shares 5,454 Est. Cost $46.37 Unrealized +15.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $349 Shares 8,713 Est. Cost $34.88 Unrealized +2.6%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $337 Shares 6,800 Est. Cost $61.19 Unrealized 0.0%
SMH SEMICONDUCTOR HOLDRSTR DEP RCPT 0.0%
Value ($000) $331 Shares 3,787 Est. Cost $87.40 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $326 Shares 4,091 Est. Cost $42.52 Unrealized +75.1%
ITOT ISHARES TR S&P 1500 INDEX FD 0.0%
Value ($000) $323 Shares 5,696 Est. Cost $63.31 Unrealized
SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value ($000) $318 Shares 12,000 Est. Cost $36.89 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $315 Shares 3,077 Est. Cost $90.41 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $315 Shares 4,352 Est. Cost $55.82 Unrealized +11.3%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $313 Shares 2,376 Est. Cost $148.18 Unrealized
TFI SPDR MUNICIPAL BOND ETF 0.0%
Value ($000) $298 Shares 6,190 Est. Cost $48.80 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $286 Shares 23,290 Est. Cost $11.49 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $280 Shares 4,803 Est. Cost $68.15 Unrealized
EXI ISHARES GLBL INDSTRLS INDX FD 0.0%
Value ($000) $276 Shares 3,540 Est. Cost $87.65 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $259 Shares 4,261 Est. Cost $62.60 Unrealized +0.3%
IVZ INVESCO PLC NEW SPONSORED ADR 0.0%
Value ($000) $255 Shares 15,220 Est. Cost $14.19 Unrealized 0.0%
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $253 Shares 7,720 Est. Cost $32.77 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $249 Shares 1,587 Est. Cost $154.79 Unrealized -0.0%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $247 Shares 4,700 Est. Cost $52.55 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $245 Shares 5,780 Est. Cost $43.90 Unrealized 0.0%
MSGS MADISON SQUARE GARDEN CO NEW CL A 0.0%
Value ($000) $227 Shares 847 Est. Cost $189.97 Unrealized +2.4%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $214 Shares 1,546 Est. Cost $120.76 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $212 Shares 811 Est. Cost $262.31 Unrealized -4.7%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $207 Shares 3,486 Est. Cost $53.85 Unrealized -1.8%
CONTROL4 CORP COM 0.0%
Value ($000) $207 Shares 11,735 Est. Cost $24.31 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $205 Shares 8,322 Est. Cost $25.03 Unrealized -8.9%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $204 Shares 7,067 Est. Cost $33.39 Unrealized
IMMUNOMEDICS INC COM 0.0%
Value ($000) $182 Shares 12,751 Est. Cost $14.27 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $174 Shares 23,018 Est. Cost $16.76 Unrealized
PANDORA MEDIA INC 0.0%
Value ($000) $150 Shares 18,531 Est. Cost $22.15 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $148 Shares 10,000 Est. Cost $15.86 Unrealized 0.0%
TATA MOTORS LTD ADR 0.0%
Value ($000) $123 Shares 10,085 Est. Cost $12.20 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $101 Shares 181,000 Est. Cost $5.35 Unrealized
ON DECK CAP INC COM 0.0%
Value ($000) $93 Shares 15,802 Est. Cost $11.58 Unrealized
VELOCITYSHARES 3X LONG S&P GSCI CRUDE OIL INDEX ER ETN 0.0%
Value ($000) $91 Shares 10,200 Est. Cost $8.92 Unrealized
MCHX MARCHEX INC-B 0.0%
Value ($000) $59 Shares 22,445 Est. Cost $2.82 Unrealized 0.0%