Choate Investment Advisors Diversified Active

CIK: 0001399794 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 13, 2015

Total Value ($000): $1,732,361,222 (100.0% shares, 0.0% debt)

Holdings (253)

IVV ISHARES CORE S&P 500 ETF 22.5%
Value ($000) $390,107,192 Shares 1,882,575 Est. Cost $171614.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 10.8%
Value ($000) $187,022,586 Shares 4,716,837 Est. Cost $37442.65 Unrealized
USMV ISHARES MSCI USA MIN VOL ETF 8.3%
Value ($000) $143,365,908 Shares 3,555,451 Est. Cost $38442.37 Unrealized
POWERSHARES S&P INT DEV LOW 7.0%
Value ($000) $121,130,573 Shares 3,937,925 Est. Cost $31158.67 Unrealized
HYG ISHARES IBOXX H/Y CORP BOND ETF 5.0%
Value ($000) $85,806,907 Shares 966,294 Est. Cost $89849.70 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 4.8%
Value ($000) $83,264,588 Shares 2,036,805 Est. Cost $39373.30 Unrealized
POWERSHARES BUYBACK ACHIEVERS 4.3%
Value ($000) $75,109,936 Shares 1,545,154 Est. Cost $37820.63 Unrealized
EFA ISHARES MSCI EAFE ETF 2.3%
Value ($000) $40,573,729 Shares 638,159 Est. Cost $57300.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 2.2%
Value ($000) $37,710,889 Shares 138,034 Est. Cost $248004.06 Unrealized
POWERSHARES RAFI US 1000 2.1%
Value ($000) $36,232,554 Shares 399,565 Est. Cost $91179.27 Unrealized
POWERSHARES S&P EM-MK LOW VO 2.0%
Value ($000) $33,849,653 Shares 1,356,156 Est. Cost $27458.37 Unrealized
EWX SPDR S&P EMERGING SMALL CAP 1.7%
Value ($000) $29,679,378 Shares 658,956 Est. Cost $44538.00 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 1.5%
Value ($000) $25,677,901 Shares 326,774 Est. Cost $66627.01 Unrealized
VNQ VANGUARD REIT ETF 1.3%
Value ($000) $22,137,593 Shares 296,393 Est. Cost $79982.20 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $19,687,494 Shares 95,640 Est. Cost $160835.14 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.1%
Value ($000) $18,851,016 Shares 159,917 Est. Cost $108256.03 Unrealized
XOM EXXONMOBIL CORP 0.8%
Value ($000) $13,438,048 Shares 161,515 Est. Cost $54.29 Unrealized +0.0%
GENERAL ELECTRIC CORP 0.7%
Value ($000) $11,969,573 Shares 450,492 Est. Cost $23190.00 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $10,787,183 Shares 137,873 Est. Cost $55.00 Unrealized +9.0%
AAPL APPLE INC 0.6%
Value ($000) $10,569,690 Shares 84,271 Est. Cost $17.96 Unrealized +58.9%
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $8,235,183 Shares 121,728 Est. Cost $38.02 Unrealized +29.2%
ABBV ABBVIE INC 0.5%
Value ($000) $8,015,834 Shares 119,301 Est. Cost $26.56 Unrealized +59.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $7,378,891 Shares 75,712 Est. Cost $59.72 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.4%
Value ($000) $7,279,571 Shares 53,483 Est. Cost $111.99 Unrealized +27.4%
CHASE CORP 0.4%
Value ($000) $7,058,885 Shares 177,582 Est. Cost $32574.22 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.4%
Value ($000) $6,245,331 Shares 38,395 Est. Cost $118.65 Unrealized -13.2%
INTC INTEL CORP 0.4%
Value ($000) $6,112,016 Shares 200,954 Est. Cost $17.17 Unrealized +46.2%
ABT ABBOTT LABS 0.3%
Value ($000) $6,028,938 Shares 122,839 Est. Cost $28.85 Unrealized +36.4%
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $5,992,961 Shares 151,261 Est. Cost $38696.70 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $5,707,879 Shares 170,232 Est. Cost $16.46 Unrealized +26.2%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $5,503,975 Shares 52,872 Est. Cost $17.70 Unrealized +361.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.3%
Value ($000) $5,329,431 Shares 87,239 Est. Cost $36.70 Unrealized +51.6%
WFC WELLS FARGO & CO 0.3%
Value ($000) $5,197,082 Shares 92,409 Est. Cost $27.36 Unrealized +51.2%
MSFT MICROSOFT CORP 0.3%
Value ($000) $5,148,509 Shares 116,614 Est. Cost $26.70 Unrealized +47.1%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $4,916,400 Shares 24 Est. Cost $166361.58 Unrealized +29.0%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $4,870,492 Shares 43,906 Est. Cost $92939.99 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $4,658,054 Shares 48,285 Est. Cost $71.30 Unrealized -6.8%
VSS VANGUARD FTSE ALL WORLD X-US SC 0.3%
Value ($000) $4,596,898 Shares 45,103 Est. Cost $89230.00 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $4,499,729 Shares 36,018 Est. Cost $59.57 Unrealized +70.9%
HD HOME DEPOT INC 0.3%
Value ($000) $4,464,981 Shares 40,178 Est. Cost $56.08 Unrealized +55.3%
MMM 3M CO 0.3%
Value ($000) $4,390,761 Shares 28,456 Est. Cost $61.97 Unrealized +53.0%
SXI STANDEX INTL CORP 0.2%
Value ($000) $4,100,489 Shares 51,301 Est. Cost $57.89 Unrealized +40.6%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $4,098,791 Shares 87,938 Est. Cost $27.00 Unrealized +4.9%
KR KROGER CO 0.2%
Value ($000) $3,966,950 Shares 54,709 Est. Cost $13.44 Unrealized +119.6%
MRK MERCK & CO INC 0.2%
Value ($000) $3,920,427 Shares 68,864 Est. Cost $30.38 Unrealized +32.4%
AMGN AMGEN INC 0.2%
Value ($000) $3,828,174 Shares 24,936 Est. Cost $73.42 Unrealized +60.2%
AFL AFLAC INC 0.2%
Value ($000) $3,648,776 Shares 58,662 Est. Cost $20.11 Unrealized +22.5%
CELGENE CORP 0.2%
Value ($000) $3,639,403 Shares 31,446 Est. Cost $99966.58 Unrealized
ALERE INC 0.2%
Value ($000) $3,545,591 Shares 67,215 Est. Cost $40595.02 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $3,390,788 Shares 123,481 Est. Cost $15.26 Unrealized +35.2%
PEP PEPSICO INC 0.2%
Value ($000) $3,336,905 Shares 35,750 Est. Cost $56.33 Unrealized +23.0%
CMCSA COMCAST CORP-CL A 0.2%
Value ($000) $3,278,832 Shares 54,520 Est. Cost $15.62 Unrealized +47.1%
VGLT VANGUARD LONG-TERM GOV BOND 0.2%
Value ($000) $3,256,138 Shares 44,568 Est. Cost $77015.15 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,254,911 Shares 34,237 Est. Cost $71.80 Unrealized +3.3%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $3,246,186 Shares 40,461 Est. Cost $45.09 Unrealized +49.9%
TGT TARGET CORP 0.2%
Value ($000) $3,206,181 Shares 39,277 Est. Cost $48.59 Unrealized +21.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,111,276 Shares 36,846 Est. Cost $76173.63 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,997,971 Shares 38,574 Est. Cost $59.62 Unrealized +14.1%
USB US BANCORP NEW 0.2%
Value ($000) $2,963,612 Shares 68,286 Est. Cost $22.49 Unrealized +33.0%
TEVA TEVA PHARMACEUTICAL INDS SPONS ADR 0.2%
Value ($000) $2,828,467 Shares 47,859 Est. Cost $40684.70 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.2%
Value ($000) $2,734,604 Shares 52,217 Est. Cost $49675.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2,726,676 Shares 40,978 Est. Cost $28.67 Unrealized +60.5%
HOLX HOLOGIC INC 0.2%
Value ($000) $2,718,740 Shares 71,433 Est. Cost $20.89 Unrealized +67.6%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $2,688,208 Shares 97,753 Est. Cost $22.55 Unrealized +18.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $2,540,034 Shares 23,254 Est. Cost $67.30 Unrealized +50.8%
GOOGLE INC CL A 0.1%
Value ($000) $2,536,568 Shares 4,697 Est. Cost $875847.80 Unrealized
TJX TJX COS INC 0.1%
Value ($000) $2,525,907 Shares 38,173 Est. Cost $20.82 Unrealized +37.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $2,458,043 Shares 37,579 Est. Cost $44.38 Unrealized +19.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,391,401 Shares 38,183 Est. Cost $45.09 Unrealized +11.6%
GOOGLE INC CLASS C 0.1%
Value ($000) $2,328,241 Shares 4,473 Est. Cost $575279.94 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,198,021 Shares 39,654 Est. Cost $40.12 Unrealized +10.2%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $2,166,815 Shares 18,673 Est. Cost $97580.97 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $2,098,689 Shares 25,137 Est. Cost $42.35 Unrealized +49.2%
WMT WAL MART STORES INC 0.1%
Value ($000) $2,031,152 Shares 28,636 Est. Cost $20.01 Unrealized +4.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $2,003,250 Shares 30,881 Est. Cost $37.23 Unrealized +45.9%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.1%
Value ($000) $2,002,629 Shares 35,011 Est. Cost $51787.92 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,968,666 Shares 22,841 Est. Cost $53.85 Unrealized +24.0%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $1,959,761 Shares 26,078 Est. Cost $65926.76 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,927,838 Shares 15,440 Est. Cost $98678.70 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,873,471 Shares 17,863 Est. Cost $41.72 Unrealized +80.4%
FXI ISHARES FTSE CHINA 25 ETF 0.1%
Value ($000) $1,859,444 Shares 40,335 Est. Cost $37582.06 Unrealized
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,837,564 Shares 26,296 Est. Cost $61750.00 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1,728,104 Shares 18,120 Est. Cost $63.06 Unrealized +30.0%
VFC V.F. CORP 0.1%
Value ($000) $1,718,254 Shares 24,638 Est. Cost $49.69 Unrealized +36.1%
KO COCA COLA CO 0.1%
Value ($000) $1,687,832 Shares 43,024 Est. Cost $27.87 Unrealized +4.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,686,890 Shares 16,543 Est. Cost $53.18 Unrealized +40.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,621,607 Shares 23,189 Est. Cost $31.00 Unrealized +1.5%
EWZ ISHARES MSCI BRAZIL CAPPED ETF 0.1%
Value ($000) $1,527,606 Shares 46,616 Est. Cost $31370.00 Unrealized
T AT&T INC 0.1%
Value ($000) $1,498,980 Shares 42,201 Est. Cost $11.36 Unrealized +7.5%
MCGRAW HILL FINANCIAL INC 0.1%
Value ($000) $1,494,596 Shares 14,879 Est. Cost $53190.02 Unrealized
FISV FISERV INC 0.1%
Value ($000) $1,424,510 Shares 17,198 Est. Cost $24.66 Unrealized +63.0%
STERICYCLE INC 0.1%
Value ($000) $1,422,392 Shares 10,622 Est. Cost $111248.51 Unrealized
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $1,370,022 Shares 12,003 Est. Cost $60.50 Unrealized +65.3%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,348,720 Shares 33,467 Est. Cost $27.79 Unrealized +33.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,328,301 Shares 7,034 Est. Cost $167699.19 Unrealized
GLAXO SMITHKLINE SPONS ADR 0.1%
Value ($000) $1,319,264 Shares 31,675 Est. Cost $49970.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,194,984 Shares 13,584 Est. Cost $48.91 Unrealized +41.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,168,714 Shares 11,922 Est. Cost $14.15 Unrealized +36.3%
NKE NIKE INC-CLASS B 0.1%
Value ($000) $1,159,163 Shares 10,731 Est. Cost $28.01 Unrealized +59.9%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,132,078 Shares 10,683 Est. Cost $62.90 Unrealized +20.6%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,108,232 Shares 2,553 Est. Cost $13.32 Unrealized +56.9%
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $1,069,942 Shares 25,844 Est. Cost $39082.44 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,069,475 Shares 18,862 Est. Cost $31.19 Unrealized +54.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,069,159 Shares 11,869 Est. Cost $39.10 Unrealized +32.9%
IXP ISHARES S&P GLBL TELECOMM SECTOR ETF 0.1%
Value ($000) $1,055,759 Shares 16,990 Est. Cost $62140.02 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,054,225 Shares 17,167 Est. Cost $43.78 Unrealized +6.0%
META FACEBOOK INC-A 0.1%
Value ($000) $1,044,189 Shares 12,175 Est. Cost $25.44 Unrealized +218.8%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $1,039,478 Shares 55,916 Est. Cost $18.58 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,023,131 Shares 18,362 Est. Cost $32.30 Unrealized +20.1%
STT STATE STREET CORP 0.1%
Value ($000) $1,016,631 Shares 13,203 Est. Cost $45.12 Unrealized +27.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,009,028 Shares 10,558 Est. Cost $57.11 Unrealized +46.7%
ENERGIZER HLDGS INC 0.1%
Value ($000) $963,210 Shares 7,322 Est. Cost $98160.07 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $956,911 Shares 10,425 Est. Cost $49.85 Unrealized +48.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $955,889 Shares 8,239 Est. Cost $43.15 Unrealized +134.6%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $936,558 Shares 17,904 Est. Cost $32.21 Unrealized +13.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $920,277 Shares 6,495 Est. Cost $56.86 Unrealized +94.0%
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $916,644 Shares 12,574 Est. Cost $47941.35 Unrealized
BROADCOM CORP 0.1%
Value ($000) $901,950 Shares 17,517 Est. Cost $33795.01 Unrealized
SCRIPPS NETWORKS INTERACT INC CL A 0.1%
Value ($000) $886,809 Shares 13,566 Est. Cost $71428.51 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $853,162 Shares 7,287 Est. Cost $53.92 Unrealized +40.9%
BP BP PLC SPONS ADR 0.0%
Value ($000) $852,627 Shares 21,337 Est. Cost $41740.00 Unrealized
NATIONAL-OILWELL INC 0.0%
Value ($000) $836,257 Shares 17,321 Est. Cost $68900.00 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $830,111 Shares 5,233 Est. Cost $63.80 Unrealized +111.0%
MTD METTLER-TOLEDO INTERNATIONAL INC 0.0%
Value ($000) $830,089 Shares 2,431 Est. Cost $215.69 Unrealized +52.7%
LOW LOWES COS INC 0.0%
Value ($000) $787,366 Shares 11,757 Est. Cost $33.34 Unrealized +76.4%
APACHE CORP 0.0%
Value ($000) $784,517 Shares 13,613 Est. Cost $83830.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $765,719 Shares 13,676 Est. Cost $26.02 Unrealized +27.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $758,920 Shares 10,677 Est. Cost $31.86 Unrealized +37.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $718,483 Shares 15,326 Est. Cost $28.63 Unrealized +23.7%
FINISH LINE INC CL A 0.0%
Value ($000) $711,218 Shares 25,565 Est. Cost $24520.01 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $710,290 Shares 11,512 Est. Cost $48482.30 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $703,893 Shares 8,780 Est. Cost $49.39 Unrealized -2.2%
MCO MOODYS CORP 0.0%
Value ($000) $689,648 Shares 6,388 Est. Cost $53.10 Unrealized +82.2%
VT VANGUARD TOT WORLD STK INDEX 0.0%
Value ($000) $688,286 Shares 11,188 Est. Cost $56464.34 Unrealized
CDK GLOBAL HOLDINGS LLC 0.0%
Value ($000) $668,326 Shares 12,381 Est. Cost $40759.97 Unrealized
ALLIANCEBERNSTEIN GL HI INC 0.0%
Value ($000) $667,783 Shares 55,556 Est. Cost $12430.00 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $664,384 Shares 3,803 Est. Cost $10.07 Unrealized +165.1%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $662,493 Shares 23,805 Est. Cost $17.04 Unrealized +17.9%
TIME WARNER INC 0.0%
Value ($000) $650,855 Shares 7,446 Est. Cost $61030.38 Unrealized
CONCHO RESOURCES 0.0%
Value ($000) $648,888 Shares 5,699 Est. Cost $83720.00 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $639,372 Shares 10,982 Est. Cost $61594.91 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $622,812 Shares 3,655 Est. Cost $81.95 Unrealized +81.0%
DE DEERE & CO 0.0%
Value ($000) $619,761 Shares 6,386 Est. Cost $68.93 Unrealized +9.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $615,777 Shares 12,590 Est. Cost $16.44 Unrealized +53.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $610,734 Shares 6,991 Est. Cost $57.89 Unrealized +33.8%
DGS WISDOMTREE EMERGING MKTS S/C DIV FD 0.0%
Value ($000) $600,994 Shares 13,851 Est. Cost $46182.14 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $599,359 Shares 35,215 Est. Cost $10.37 Unrealized +26.6%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $590,161 Shares 6,170 Est. Cost $49.05 Unrealized +38.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $589,370 Shares 4,542 Est. Cost $81.57 Unrealized +54.8%
DEO DIAGEO PLC SPONS ADR 0.0%
Value ($000) $589,251 Shares 5,078 Est. Cost $115104.27 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $588,995 Shares 3,386 Est. Cost $179.89 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $571,744 Shares 8,914 Est. Cost $56.98 Unrealized +21.5%
HARMAN INTERNATIONAL INDS 0.0%
Value ($000) $553,785 Shares 4,656 Est. Cost $57379.43 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $550,705 Shares 20,750 Est. Cost $34679.64 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $547,005 Shares 24,785 Est. Cost $22.63 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $544,117 Shares 6,696 Est. Cost $81776.09 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $538,870 Shares 2,397 Est. Cost $110.65 Unrealized +92.6%
BIO-REFERENCE LABS INC 0.0%
Value ($000) $536,250 Shares 13,000 Est. Cost $28750.00 Unrealized
EXTENDED STAY AMERICA INC 0.0%
Value ($000) $535,039 Shares 28,505 Est. Cost $18770.01 Unrealized
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $526,258 Shares 5,917 Est. Cost $68870.31 Unrealized
RWX SPDR DJ WILSHIRE INTL REAL ESTATE 0.0%
Value ($000) $516,637 Shares 12,342 Est. Cost $39900.00 Unrealized
SYNA SYNAPTICS INC 0.0%
Value ($000) $511,737 Shares 5,900 Est. Cost $91.26 Unrealized 0.0%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $498,514 Shares 5,151 Est. Cost $66.33 Unrealized +21.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $491,685 Shares 2,887 Est. Cost $167039.92 Unrealized
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $473,810 Shares 8,311 Est. Cost $64740.96 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $472,399 Shares 7,387 Est. Cost $53711.24 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $469,360 Shares 2,077 Est. Cost $7.19 Unrealized +106.1%
PARTNERRE LTD BERMUDA 0.0%
Value ($000) $469,282 Shares 3,652 Est. Cost $91417.80 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $468,974 Shares 1,161 Est. Cost $401.33 Unrealized 0.0%
JXI ISHARES S&P GLOBAL UTILITIES ETF 0.0%
Value ($000) $467,576 Shares 10,545 Est. Cost $46459.99 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $455,849 Shares 4,716 Est. Cost $78.97 Unrealized +2.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $444,364 Shares 11,575 Est. Cost $22.45 Unrealized +8.4%
WDAY WORKDAY INC-A 0.0%
Value ($000) $435,652 Shares 5,703 Est. Cost $76.93 Unrealized +10.6%
MUR MURPHY OIL CORP 0.0%
Value ($000) $435,155 Shares 10,468 Est. Cost $33.39 Unrealized -9.0%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $431,858 Shares 6,415 Est. Cost $56369.94 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $411,631 Shares 4,853 Est. Cost $62.55 Unrealized +5.3%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $410,042 Shares 3,036 Est. Cost $91.62 Unrealized +31.2%
BEMIS INC 0.0%
Value ($000) $409,816 Shares 9,105 Est. Cost $39139.99 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $408,379 Shares 5,010 Est. Cost $37.95 Unrealized +72.6%
HARRIS CORP DEL 0.0%
Value ($000) $405,700 Shares 5,275 Est. Cost $49250.06 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $404,439 Shares 4,227 Est. Cost $69000.96 Unrealized
EMC CORP MASS 0.0%
Value ($000) $404,242 Shares 15,318 Est. Cost $24965.34 Unrealized
DISCOVERY COMMUNICATIONS CL C 0.0%
Value ($000) $389,557 Shares 12,534 Est. Cost $37279.98 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $387,786 Shares 3,746 Est. Cost $35.26 Unrealized +59.2%
BLACKROCK INC CL A 0.0%
Value ($000) $385,768 Shares 1,115 Est. Cost $357559.84 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $385,301 Shares 9,933 Est. Cost $18.20 Unrealized +56.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $384,458 Shares 3,696 Est. Cost $60.00 Unrealized +33.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $382,134 Shares 5,157 Est. Cost $58.14 Unrealized +1.1%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $381,188 Shares 8,025 Est. Cost $45977.02 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $376,832 Shares 20,238 Est. Cost $22.28 Unrealized -17.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $373,810 Shares 4,905 Est. Cost $75493.25 Unrealized
BA BOEING CO 0.0%
Value ($000) $372,463 Shares 2,685 Est. Cost $84.34 Unrealized +52.8%
NVDA NVIDIA CORP 0.0%
Value ($000) $364,956 Shares 18,148 Est. Cost $0.34 Unrealized +54.3%
ETN EATON CORP PLC 0.0%
Value ($000) $360,329 Shares 5,339 Est. Cost $46.71 Unrealized +18.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $354,902 Shares 3,117 Est. Cost $105820.32 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $353,658 Shares 4,132 Est. Cost $25.57 Unrealized +36.3%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $352,891 Shares 12,417 Est. Cost $29.01 Unrealized -3.0%
GLW CORNING INC 0.0%
Value ($000) $349,103 Shares 17,694 Est. Cost $13.28 Unrealized +21.3%
CIGNA CORP 0.0%
Value ($000) $347,652 Shares 2,146 Est. Cost $102910.06 Unrealized
REYNOLDS AMERICAN INC 0.0%
Value ($000) $334,327 Shares 4,478 Est. Cost $51845.93 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $330,186 Shares 2,331 Est. Cost $78.94 Unrealized +48.7%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $325,257 Shares 5,060 Est. Cost $42.71 Unrealized +5.8%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $324,675 Shares 22,500 Est. Cost $15449.02 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $323,661 Shares 6,185 Est. Cost $52682.87 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $323,067 Shares 5,363 Est. Cost $20.63 Unrealized +7.6%
KSS KOHLS CORP 0.0%
Value ($000) $318,747 Shares 5,091 Est. Cost $52.57 Unrealized +32.1%
ARIAD PHARMACEUTICALS INC 0.0%
Value ($000) $313,210 Shares 37,873 Est. Cost $6869.99 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $308,111 Shares 4,984 Est. Cost $33.49 Unrealized +35.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $307,324 Shares 1,782 Est. Cost $114.09 Unrealized +42.4%
UNM UNUM GROUP 0.0%
Value ($000) $306,807 Shares 8,582 Est. Cost $29.39 Unrealized +19.0%
DOV DOVER CORP 0.0%
Value ($000) $302,125 Shares 4,305 Est. Cost $45.10 Unrealized +9.4%
DISCOVERY COMMUNICATIONS CL A 0.0%
Value ($000) $296,646 Shares 8,919 Est. Cost $77240.02 Unrealized
MOS THE MOSAIC COMPANY 0.0%
Value ($000) $292,579 Shares 6,245 Est. Cost $46.26 Unrealized -20.7%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $290,606 Shares 6,647 Est. Cost $17.56 Unrealized +18.6%
STAPLES INC 0.0%
Value ($000) $288,946 Shares 18,873 Est. Cost $16285.02 Unrealized
CHUBB CORP 0.0%
Value ($000) $273,528 Shares 2,875 Est. Cost $84872.27 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $256,775 Shares 9,210 Est. Cost $28552.33 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.0%
Value ($000) $256,360 Shares 4,000 Est. Cost $48609.95 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $248,959 Shares 5,840 Est. Cost $32.01 Unrealized 0.0%
LINKEDIN CORP-A 0.0%
Value ($000) $248,576 Shares 1,203 Est. Cost $178831.27 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $248,183 Shares 5,247 Est. Cost $34.53 Unrealized +14.8%
UNILEVER NV NY SHARES 0.0%
Value ($000) $246,772 Shares 5,898 Est. Cost $39378.82 Unrealized
NVS NOVARTIS AG SPONS ADR 0.0%
Value ($000) $245,260 Shares 2,494 Est. Cost $93364.87 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $244,283 Shares 6,219 Est. Cost $23.31 Unrealized +22.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $244,191 Shares 5,149 Est. Cost $14.46 Unrealized +35.6%
DENTSPLY INTERNATIONAL INC 0.0%
Value ($000) $243,832 Shares 4,730 Est. Cost $40960.00 Unrealized
EPR EPR PROPERTIES REIT 0.0%
Value ($000) $232,815 Shares 4,250 Est. Cost $50766.43 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $229,807 Shares 6,211 Est. Cost $53.87 Unrealized -23.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $228,862 Shares 5,563 Est. Cost $23.98 Unrealized +28.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $224,992 Shares 2,440 Est. Cost $75769.90 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $224,489 Shares 2,565 Est. Cost $53.25 Unrealized 0.0%
MONSANTO CO 0.0%
Value ($000) $224,052 Shares 2,102 Est. Cost $98799.95 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $223,748 Shares 1,834 Est. Cost $93.18 Unrealized +6.9%
AEE AMEREN CORP 0.0%
Value ($000) $223,443 Shares 5,930 Est. Cost $27.65 Unrealized +5.2%
PETROCHINA CO LTD SPONS ADR 0.0%
Value ($000) $219,293 Shares 1,979 Est. Cost $110960.08 Unrealized
DUN & BRADSTREET CORP DEL 0.0%
Value ($000) $208,620 Shares 1,710 Est. Cost $117470.17 Unrealized
ISHARES MSCI RUSSIA CAPPED 0.0%
Value ($000) $171,154 Shares 12,130 Est. Cost $13020.03 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $132,354 Shares 11,849 Est. Cost $20380.00 Unrealized
DANAHER CORP CONV Z-CPN 1/22/21 0.0%
Value ($000) $52,159 Shares 21,000 Est. Cost $1840.00 Unrealized
DOW CHEMICAL CO COM 0.0%
Value ($000) $21,440 Shares 419 Est. Cost $45610.98 Unrealized
VALIDUS HOLDING LTD 0.0%
Value ($000) $19,400 Shares 441 Est. Cost $42099.77 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $16,233 Shares 433 Est. Cost $24.21 Unrealized +2.9%
SWK STANLEY BLACK & DECKER 0.0%
Value ($000) $13,576 Shares 129 Est. Cost $77.61 Unrealized 0.0%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $12,551 Shares 363 Est. Cost $31870.52 Unrealized
CA INC COM 0.0%
Value ($000) $10,603 Shares 362 Est. Cost $28767.12 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $10,138 Shares 344 Est. Cost $16.61 Unrealized +16.8%
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $9,002 Shares 135 Est. Cost $38.80 Unrealized +11.2%
PBI PITNEY BOWES INC 0.0%
Value ($000) $7,825 Shares 376 Est. Cost $24.43 Unrealized -7.7%
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $6,583 Shares 102 Est. Cost $63000.00 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $6,111 Shares 208 Est. Cost $35778.89 Unrealized
ENSCO PLC SHS CLASS A COM 0.0%
Value ($000) $4,833 Shares 217 Est. Cost $58049.30 Unrealized
HALYARD HEALTH INC COM 0.0%
Value ($000) $689 Shares 17 Est. Cost $45470.59 Unrealized
TIME INC 0.0%
Value ($000) $598 Shares 26 Est. Cost $24615.38 Unrealized