Choate Investment Advisors Diversified Active

CIK: 0001399794 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $1,464,376,710 (100.0% shares, 0.0% debt)

Holdings (251)

IVV ISHARES CORE S&P 500 ETF 25.6%
Value ($000) $374,640,381 Shares 1,944,063 Est. Cost $172281.38 Unrealized
USMV ISHARES MSCI USA MIN VOL ETF 9.7%
Value ($000) $142,310,412 Shares 3,594,605 Est. Cost $38454.87 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 9.2%
Value ($000) $134,453,647 Shares 3,772,549 Est. Cost $37442.65 Unrealized
POWERSHARES S&P INT DEV LOW 7.7%
Value ($000) $112,491,024 Shares 3,969,337 Est. Cost $31158.67 Unrealized
POWERSHARES BUYBACK ACHIEVERS 4.6%
Value ($000) $67,727,310 Shares 1,546,992 Est. Cost $37820.63 Unrealized
IEMG ISHARES CORE MSCI EMERGING 4.0%
Value ($000) $58,438,251 Shares 1,464,985 Est. Cost $39890.00 Unrealized
EFA ISHARES MSCI EAFE ETF 2.4%
Value ($000) $35,867,932 Shares 625,749 Est. Cost $57300.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 2.4%
Value ($000) $35,209,970 Shares 141,468 Est. Cost $248025.58 Unrealized
POWERSHARES RAFI US 1000 2.3%
Value ($000) $33,202,968 Shares 400,470 Est. Cost $91179.27 Unrealized
POWERSHARES S&P EM-MK LOW VO 1.9%
Value ($000) $28,198,784 Shares 1,343,439 Est. Cost $27458.37 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 1.3%
Value ($000) $18,673,328 Shares 253,232 Est. Cost $66627.01 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $18,056,912 Shares 94,228 Est. Cost $160835.14 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.2%
Value ($000) $17,444,657 Shares 163,692 Est. Cost $108217.15 Unrealized
EWX SPDR S&P EMERGING SMALL CAP 1.0%
Value ($000) $15,174,743 Shares 410,461 Est. Cost $44538.00 Unrealized
XOM EXXONMOBIL CORP 0.8%
Value ($000) $11,707,671 Shares 157,467 Est. Cost $54.29 Unrealized -9.6%
GENERAL ELECTRIC CORP 0.7%
Value ($000) $10,931,508 Shares 433,446 Est. Cost $23190.00 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $10,108,333 Shares 305,480 Est. Cost $39373.30 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $9,576,578 Shares 86,823 Est. Cost $18.21 Unrealized +44.4%
HYG ISHARES IBOXX H/Y CORP BOND ETF 0.7%
Value ($000) $9,552,531 Shares 114,690 Est. Cost $89849.70 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $9,266,663 Shares 128,811 Est. Cost $55.00 Unrealized +2.4%
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $7,688,378 Shares 126,101 Est. Cost $38.43 Unrealized +29.1%
CHASE CORP 0.5%
Value ($000) $6,987,077 Shares 177,382 Est. Cost $32574.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $6,957,883 Shares 53,358 Est. Cost $111.99 Unrealized +22.3%
ABBV ABBVIE INC 0.5%
Value ($000) $6,828,727 Shares 125,505 Est. Cost $27.34 Unrealized +55.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $6,635,691 Shares 71,084 Est. Cost $59.72 Unrealized +21.4%
INTC INTEL CORP 0.4%
Value ($000) $6,271,380 Shares 208,075 Est. Cost $17.36 Unrealized +30.4%
PFE PFIZER INC 0.4%
Value ($000) $5,835,005 Shares 185,769 Est. Cost $16.81 Unrealized +22.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.4%
Value ($000) $5,419,897 Shares 86,566 Est. Cost $36.70 Unrealized +51.6%
ABT ABBOTT LABS 0.4%
Value ($000) $5,215,609 Shares 129,590 Est. Cost $29.36 Unrealized +32.1%
IBM INTL BUSINESS MACHINES CORP 0.3%
Value ($000) $4,952,900 Shares 34,165 Est. Cost $118.65 Unrealized -19.6%
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $4,929,817 Shares 150,391 Est. Cost $38696.70 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $4,854,013 Shares 96,089 Est. Cost $27.89 Unrealized +47.3%
MSFT MICROSOFT CORP 0.3%
Value ($000) $4,721,037 Shares 106,666 Est. Cost $26.70 Unrealized +45.8%
HD HOME DEPOT INC 0.3%
Value ($000) $4,679,886 Shares 40,522 Est. Cost $56.08 Unrealized +61.3%
MMM 3M CO 0.3%
Value ($000) $4,359,569 Shares 30,751 Est. Cost $63.87 Unrealized +37.0%
TGT TARGET CORP 0.3%
Value ($000) $4,348,325 Shares 55,280 Est. Cost $51.50 Unrealized +13.9%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $4,138,837 Shares 49,149 Est. Cost $17.70 Unrealized +317.7%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $4,100,040 Shares 21 Est. Cost $166361.58 Unrealized +23.8%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $3,924,815 Shares 44,104 Est. Cost $92939.99 Unrealized
SXI STANDEX INTL CORP 0.3%
Value ($000) $3,865,530 Shares 51,301 Est. Cost $57.89 Unrealized +32.3%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $3,790,374 Shares 87,115 Est. Cost $27.00 Unrealized +0.1%
KR KROGER CO 0.3%
Value ($000) $3,741,974 Shares 103,742 Est. Cost $21.35 Unrealized +41.3%
VGLT VANGUARD LONG-TERM GOV BOND 0.3%
Value ($000) $3,691,517 Shares 48,293 Est. Cost $76970.79 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $3,686,193 Shares 33,778 Est. Cost $59.57 Unrealized +58.9%
MRK MERCK & CO INC 0.3%
Value ($000) $3,677,135 Shares 74,451 Est. Cost $30.99 Unrealized +23.9%
AMGN AMGEN INC 0.2%
Value ($000) $3,483,727 Shares 25,186 Est. Cost $73.85 Unrealized +57.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $3,462,344 Shares 35,140 Est. Cost $71.89 Unrealized +4.8%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $3,452,026 Shares 43,763 Est. Cost $71.30 Unrealized -24.5%
AFL AFLAC INC 0.2%
Value ($000) $3,406,476 Shares 58,601 Est. Cost $20.11 Unrealized +17.8%
PEP PEPSICO INC 0.2%
Value ($000) $3,364,153 Shares 35,675 Est. Cost $56.33 Unrealized +23.4%
CELGENE CORP 0.2%
Value ($000) $3,346,563 Shares 30,938 Est. Cost $99966.58 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $3,290,071 Shares 125,336 Est. Cost $15.32 Unrealized +27.8%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $3,283,590 Shares 40,861 Est. Cost $45.09 Unrealized +41.7%
ALERE INC 0.2%
Value ($000) $3,236,402 Shares 67,215 Est. Cost $40595.02 Unrealized
VSS VANGUARD FTSE ALL WORLD X-US SC 0.2%
Value ($000) $3,200,712 Shares 35,289 Est. Cost $89230.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,067,221 Shares 36,910 Est. Cost $76173.63 Unrealized
GOOGLE INC CL A 0.2%
Value ($000) $3,013,106 Shares 4,720 Est. Cost $875847.80 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $3,012,273 Shares 40,635 Est. Cost $59.96 Unrealized +10.5%
USB US BANCORP NEW 0.2%
Value ($000) $2,768,709 Shares 67,513 Est. Cost $22.49 Unrealized +32.5%
CMCSA COMCAST CORP-CL A 0.2%
Value ($000) $2,756,576 Shares 48,463 Est. Cost $15.62 Unrealized +49.4%
GOOGLE INC CLASS C 0.2%
Value ($000) $2,729,373 Shares 4,486 Est. Cost $575279.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2,662,698 Shares 44,978 Est. Cost $30.08 Unrealized +48.1%
HOLX HOLOGIC INC 0.2%
Value ($000) $2,660,214 Shares 67,984 Est. Cost $20.89 Unrealized +89.8%
TEVA TEVA PHARMACEUTICAL INDS SPONS ADR 0.2%
Value ($000) $2,645,716 Shares 46,860 Est. Cost $40684.70 Unrealized
TJX TJX COS INC 0.2%
Value ($000) $2,637,184 Shares 36,925 Est. Cost $20.82 Unrealized +45.8%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $2,524,960 Shares 97,753 Est. Cost $22.55 Unrealized +25.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,274,280 Shares 35,838 Est. Cost $44.38 Unrealized +15.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $2,144,891 Shares 22,835 Est. Cost $67.30 Unrealized +36.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $2,132,087 Shares 25,476 Est. Cost $42.73 Unrealized +64.9%
KO COCA COLA CO 0.1%
Value ($000) $2,043,873 Shares 50,944 Est. Cost $28.02 Unrealized +2.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,041,891 Shares 46,228 Est. Cost $39.73 Unrealized -6.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,025,675 Shares 37,701 Est. Cost $45.09 Unrealized -2.1%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,998,945 Shares 18,673 Est. Cost $97580.97 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $1,920,151 Shares 25,419 Est. Cost $79982.20 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,872,882 Shares 32,158 Est. Cost $37.73 Unrealized +31.9%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $1,855,998 Shares 25,512 Est. Cost $65926.76 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,748,700 Shares 18,125 Est. Cost $42.24 Unrealized +84.2%
VFC V.F. CORP 0.1%
Value ($000) $1,669,644 Shares 24,478 Est. Cost $49.69 Unrealized +37.9%
UNP UNION PAC CORP 0.1%
Value ($000) $1,646,901 Shares 18,628 Est. Cost $63.31 Unrealized +14.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,612,010 Shares 14,762 Est. Cost $98678.70 Unrealized
WMT WAL MART STORES INC 0.1%
Value ($000) $1,584,041 Shares 24,430 Est. Cost $20.01 Unrealized -5.5%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,552,821 Shares 16,399 Est. Cost $53.18 Unrealized +37.9%
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,542,607 Shares 24,175 Est. Cost $61750.00 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,506,388 Shares 13,815 Est. Cost $66.18 Unrealized +16.9%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.1%
Value ($000) $1,454,253 Shares 29,886 Est. Cost $51787.92 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,448,508 Shares 21,002 Est. Cost $53.85 Unrealized +9.4%
T AT&T INC 0.1%
Value ($000) $1,415,764 Shares 43,455 Est. Cost $11.39 Unrealized +7.7%
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $1,396,972 Shares 13,669 Est. Cost $65.28 Unrealized +52.8%
ISHARES MSCI TAIWAN ETF 0.1%
Value ($000) $1,342,188 Shares 101,990 Est. Cost $13160.00 Unrealized
NKE NIKE INC-CLASS B 0.1%
Value ($000) $1,321,682 Shares 10,748 Est. Cost $28.01 Unrealized +77.1%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,316,466 Shares 36,447 Est. Cost $28.21 Unrealized +16.7%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,316,069 Shares 2,571 Est. Cost $13.32 Unrealized +89.8%
FISV FISERV INC 0.1%
Value ($000) $1,298,717 Shares 14,995 Est. Cost $24.66 Unrealized +75.4%
ISHARES MSCI SINGAPORE ETF 0.1%
Value ($000) $1,266,216 Shares 124,505 Est. Cost $10170.00 Unrealized
MCGRAW HILL FINANCIAL INC 0.1%
Value ($000) $1,250,704 Shares 14,459 Est. Cost $53190.02 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,235,944 Shares 7,034 Est. Cost $167699.19 Unrealized
GLAXO SMITHKLINE SPONS ADR 0.1%
Value ($000) $1,217,904 Shares 31,675 Est. Cost $49970.00 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,152,748 Shares 11,817 Est. Cost $14.15 Unrealized +37.4%
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $1,072,978 Shares 27,164 Est. Cost $39102.73 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.1%
Value ($000) $1,036,687 Shares 19,586 Est. Cost $49675.32 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,034,861 Shares 8,265 Est. Cost $43.15 Unrealized +145.8%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,030,944 Shares 14,216 Est. Cost $49.69 Unrealized +34.0%
STERICYCLE INC 0.1%
Value ($000) $1,008,326 Shares 7,238 Est. Cost $111248.51 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $993,508 Shares 10,558 Est. Cost $57.11 Unrealized +53.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $984,969 Shares 17,548 Est. Cost $32.30 Unrealized +23.8%
YUM YUM! BRANDS INC 0.1%
Value ($000) $946,209 Shares 11,835 Est. Cost $39.10 Unrealized +27.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $895,985 Shares 6,495 Est. Cost $56.86 Unrealized +103.1%
BROADCOM CORP 0.1%
Value ($000) $890,305 Shares 17,311 Est. Cost $33795.01 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $887,373 Shares 13,203 Est. Cost $45.12 Unrealized +22.6%
ALLERGAN PLC 0.1%
Value ($000) $869,792 Shares 3,200 Est. Cost $271810.00 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $868,416 Shares 5,233 Est. Cost $63.80 Unrealized +122.0%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $865,580 Shares 55,916 Est. Cost $18.58 Unrealized -9.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $862,621 Shares 38,068 Est. Cost $22660.00 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $858,082 Shares 10,425 Est. Cost $49.85 Unrealized +37.1%
LOW LOWES COS INC 0.1%
Value ($000) $854,884 Shares 12,404 Est. Cost $34.57 Unrealized +64.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $847,280 Shares 15,575 Est. Cost $18.46 Unrealized +46.3%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $829,492 Shares 17,904 Est. Cost $32.21 Unrealized +15.5%
META FACEBOOK INC-A 0.1%
Value ($000) $824,653 Shares 9,173 Est. Cost $25.44 Unrealized +258.2%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $803,110 Shares 7,450 Est. Cost $106971.73 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.1%
Value ($000) $799,433 Shares 10,113 Est. Cost $47941.35 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $786,068 Shares 15,053 Est. Cost $31.19 Unrealized +49.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $785,709 Shares 16,252 Est. Cost $43.78 Unrealized -15.9%
MET METLIFE INC 0.1%
Value ($000) $771,374 Shares 16,360 Est. Cost $27.15 Unrealized +21.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $760,383 Shares 7,744 Est. Cost $55.31 Unrealized +40.1%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $756,545 Shares 11,038 Est. Cost $32.37 Unrealized +45.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $744,274 Shares 9,382 Est. Cost $49.36 Unrealized -0.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $737,075 Shares 15,475 Est. Cost $28.63 Unrealized +19.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $735,537 Shares 7,909 Est. Cost $93000.00 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $729,385 Shares 23,805 Est. Cost $17.04 Unrealized +30.6%
NATIONAL-OILWELL INC 0.0%
Value ($000) $728,941 Shares 19,361 Est. Cost $65607.30 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $701,201 Shares 7,861 Est. Cost $53.06 Unrealized +27.6%
BAXALTA INC 0.0%
Value ($000) $700,467 Shares 22,230 Est. Cost $31509.99 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $661,865 Shares 8,914 Est. Cost $56.98 Unrealized +25.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $652,090 Shares 21,338 Est. Cost $41740.00 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $638,636 Shares 3,713 Est. Cost $10.07 Unrealized +192.9%
MCO MOODYS CORP 0.0%
Value ($000) $627,302 Shares 6,388 Est. Cost $53.10 Unrealized +80.6%
VT VANGUARD TOT WORLD STK INDEX 0.0%
Value ($000) $623,510 Shares 11,273 Est. Cost $56464.34 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $621,754 Shares 11,024 Est. Cost $61594.91 Unrealized
ALLIANCEBERNSTEIN GL HI INC 0.0%
Value ($000) $615,005 Shares 55,556 Est. Cost $12430.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $606,155 Shares 38,906 Est. Cost $10.66 Unrealized +26.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $604,036 Shares 18,388 Est. Cost $31.00 Unrealized +3.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $577,773 Shares 4,725 Est. Cost $83.31 Unrealized +51.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $574,308 Shares 4,204 Est. Cost $136609.89 Unrealized
CDK GLOBAL HOLDINGS LLC 0.0%
Value ($000) $572,691 Shares 11,986 Est. Cost $40759.97 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $568,117 Shares 5,708 Est. Cost $79.38 Unrealized +2.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $554,083 Shares 5,940 Est. Cost $93279.97 Unrealized
HARMAN INTERNATIONAL INDS 0.0%
Value ($000) $550,311 Shares 5,733 Est. Cost $64632.82 Unrealized
TIME WARNER INC 0.0%
Value ($000) $544,706 Shares 7,923 Est. Cost $61495.13 Unrealized
CONCHO RESOURCES 0.0%
Value ($000) $539,176 Shares 5,485 Est. Cost $83720.00 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL INC 0.0%
Value ($000) $527,054 Shares 1,851 Est. Cost $215.69 Unrealized +46.5%
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $523,973 Shares 6,472 Est. Cost $69907.05 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $518,657 Shares 4,747 Est. Cost $73411.05 Unrealized
DE DEERE & CO 0.0%
Value ($000) $509,638 Shares 6,887 Est. Cost $69.25 Unrealized +5.9%
DEO DIAGEO PLC SPONS ADR 0.0%
Value ($000) $507,906 Shares 4,712 Est. Cost $115104.27 Unrealized
PARTNERRE LTD BERMUDA 0.0%
Value ($000) $507,190 Shares 3,652 Est. Cost $91417.80 Unrealized
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $506,138 Shares 5,151 Est. Cost $66.33 Unrealized +26.4%
DOV DOVER CORP 0.0%
Value ($000) $493,178 Shares 8,625 Est. Cost $43.65 Unrealized -3.3%
DGS WISDOMTREE EMERGING MKTS S/C DIV FD 0.0%
Value ($000) $488,427 Shares 13,716 Est. Cost $46182.14 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $482,558 Shares 2,608 Est. Cost $117.52 Unrealized +66.4%
EXTENDED STAY AMERICA INC 0.0%
Value ($000) $481,670 Shares 28,705 Est. Cost $18770.01 Unrealized
EPC EDGEWELL PERSONAL CARE CO 0.0%
Value ($000) $481,358 Shares 5,899 Est. Cost $82.42 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $477,643 Shares 19,377 Est. Cost $0.35 Unrealized +49.4%
BAKER HUGHES INC 0.0%
Value ($000) $472,731 Shares 9,084 Est. Cost $48482.30 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $460,540 Shares 6,028 Est. Cost $57.89 Unrealized +12.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $441,324 Shares 2,837 Est. Cost $167039.92 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $441,254 Shares 5,744 Est. Cost $41.06 Unrealized +51.7%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $438,915 Shares 3,036 Est. Cost $91.62 Unrealized +30.5%
EMC CORP MASS 0.0%
Value ($000) $433,261 Shares 17,933 Est. Cost $24847.90 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $431,587 Shares 1,479 Est. Cost $386.04 Unrealized -14.5%
SCRIPPS NETWORKS INTERACT INC CL A 0.0%
Value ($000) $425,641 Shares 8,653 Est. Cost $71428.51 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $420,682 Shares 4,937 Est. Cost $27.27 Unrealized +32.1%
CHUBB CORP 0.0%
Value ($000) $418,237 Shares 3,410 Est. Cost $90799.29 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $415,671 Shares 2,887 Est. Cost $81.95 Unrealized +66.3%
HARRIS CORP DEL 0.0%
Value ($000) $413,078 Shares 5,647 Est. Cost $50824.48 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $410,000 Shares 1,640 Est. Cost $7.19 Unrealized +124.4%
CLX CLOROX COMPANY 0.0%
Value ($000) $408,514 Shares 3,536 Est. Cost $60.00 Unrealized +39.8%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $401,900 Shares 6,415 Est. Cost $56369.94 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $395,540 Shares 8,829 Est. Cost $45869.84 Unrealized
WDAY WORKDAY INC-A 0.0%
Value ($000) $392,709 Shares 5,703 Est. Cost $76.93 Unrealized +0.5%
REYNOLDS AMERICAN INC 0.0%
Value ($000) $381,254 Shares 8,612 Est. Cost $48209.32 Unrealized
ON ASSIGNMENT INC 0.0%
Value ($000) $375,089 Shares 10,165 Est. Cost $36900.05 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $374,165 Shares 2,851 Est. Cost $179.89 Unrealized -10.8%
UNM UNUM GROUP 0.0%
Value ($000) $365,680 Shares 11,399 Est. Cost $30.64 Unrealized +12.4%
BEMIS INC 0.0%
Value ($000) $360,285 Shares 9,105 Est. Cost $39139.99 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $358,731 Shares 7,395 Est. Cost $51.37 Unrealized 0.0%
FINISH LINE INC CL A 0.0%
Value ($000) $357,340 Shares 18,515 Est. Cost $24520.01 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $353,945 Shares 4,905 Est. Cost $75493.25 Unrealized
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $353,861 Shares 7,467 Est. Cost $64740.96 Unrealized
BA BOEING CO 0.0%
Value ($000) $353,172 Shares 2,697 Est. Cost $84.34 Unrealized +46.2%
BDX BECTON DICKINSON 0.0%
Value ($000) $338,946 Shares 2,555 Est. Cost $82.47 Unrealized +44.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $334,031 Shares 4,990 Est. Cost $58.14 Unrealized -2.0%
BLACKROCK INC CL A 0.0%
Value ($000) $331,679 Shares 1,115 Est. Cost $357559.84 Unrealized
RWX SPDR DJ WILSHIRE INTL REAL ESTATE 0.0%
Value ($000) $330,180 Shares 8,393 Est. Cost $39900.00 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $325,707 Shares 7,557 Est. Cost $32.30 Unrealized +3.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $325,309 Shares 2,076 Est. Cost $119.91 Unrealized +29.4%
APACHE CORP 0.0%
Value ($000) $321,856 Shares 8,219 Est. Cost $83830.00 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $317,240 Shares 20,600 Est. Cost $34679.64 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $314,181 Shares 9,974 Est. Cost $18.20 Unrealized +49.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $311,429 Shares 7,438 Est. Cost $26.51 Unrealized +28.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $309,490 Shares 11,181 Est. Cost $22.45 Unrealized -13.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $306,848 Shares 3,681 Est. Cost $35.26 Unrealized +41.3%
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $302,878 Shares 7,184 Est. Cost $23.99 Unrealized +18.3%
OPK OPKO HEALTH INC 0.0%
Value ($000) $300,658 Shares 35,750 Est. Cost $13.24 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $298,475 Shares 3,552 Est. Cost $78355.87 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $293,731 Shares 6,094 Est. Cost $53711.24 Unrealized
DISCOVERY COMMUNICATIONS CL C 0.0%
Value ($000) $293,108 Shares 12,067 Est. Cost $37279.98 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $289,880 Shares 11,319 Est. Cost $25610.04 Unrealized
CIGNA CORP 0.0%
Value ($000) $289,753 Shares 2,146 Est. Cost $102910.06 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $286,304 Shares 6,185 Est. Cost $52682.87 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $282,352 Shares 6,097 Est. Cost $53.18 Unrealized +5.8%
ENR ENERGIZER HOLDINGS INC 0.0%
Value ($000) $278,596 Shares 7,197 Est. Cost $28.77 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $265,617 Shares 15,515 Est. Cost $13.28 Unrealized +2.6%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $261,599 Shares 4,604 Est. Cost $33.49 Unrealized +40.9%
EPR EPR PROPERTIES REIT 0.0%
Value ($000) $258,469 Shares 5,012 Est. Cost $50888.61 Unrealized
STAPLES INC 0.0%
Value ($000) $257,673 Shares 21,967 Est. Cost $15643.46 Unrealized
SYNA SYNAPTICS INC 0.0%
Value ($000) $255,214 Shares 3,095 Est. Cost $91.26 Unrealized -17.2%
AEE AMEREN CORP 0.0%
Value ($000) $255,057 Shares 6,034 Est. Cost $27.68 Unrealized +6.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $251,832 Shares 3,853 Est. Cost $62.55 Unrealized -5.5%
ETN EATON CORP PLC 0.0%
Value ($000) $248,754 Shares 4,849 Est. Cost $46.71 Unrealized -0.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $241,051 Shares 3,644 Est. Cost $51.32 Unrealized 0.0%
DENTSPLY INTERNATIONAL INC 0.0%
Value ($000) $239,196 Shares 4,730 Est. Cost $40960.00 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.0%
Value ($000) $238,000 Shares 4,000 Est. Cost $48609.95 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $237,401 Shares 5,751 Est. Cost $34.80 Unrealized +8.1%
UNILEVER NV NY SHARES 0.0%
Value ($000) $237,100 Shares 5,898 Est. Cost $39378.82 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $235,276 Shares 5,240 Est. Cost $42.73 Unrealized +1.5%
CAG CONAGRA FOODS INC 0.0%
Value ($000) $233,824 Shares 5,772 Est. Cost $17.56 Unrealized +33.4%
PPL PPL CORPORATION 0.0%
Value ($000) $230,362 Shares 7,004 Est. Cost $19.52 Unrealized +0.8%
EBAY EBAY INC 0.0%
Value ($000) $230,151 Shares 9,417 Est. Cost $22.05 Unrealized +8.5%
NVS NOVARTIS AG SPONS ADR 0.0%
Value ($000) $229,248 Shares 2,494 Est. Cost $93364.87 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $227,855 Shares 9,210 Est. Cost $28552.33 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $224,566 Shares 23,175 Est. Cost $22.63 Unrealized -23.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $223,798 Shares 2,267 Est. Cost $98719.89 Unrealized
DISCOVERY COMMUNICATIONS CL A 0.0%
Value ($000) $222,817 Shares 8,560 Est. Cost $77240.02 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $215,489 Shares 2,222 Est. Cost $78.75 Unrealized +0.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $214,967 Shares 1,853 Est. Cost $93.26 Unrealized +8.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $208,512 Shares 1,200 Est. Cost $158.88 Unrealized 0.0%
LINKEDIN CORP-A 0.0%
Value ($000) $204,960 Shares 1,078 Est. Cost $178831.27 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $203,738 Shares 2,535 Est. Cost $47.24 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $201,834 Shares 4,684 Est. Cost $14.46 Unrealized +21.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $194,420 Shares 20,064 Est. Cost $22.28 Unrealized -51.4%
ISHARES MSCI RUSSIA CAPPED 0.0%
Value ($000) $147,258 Shares 12,130 Est. Cost $13020.03 Unrealized
ARIAD PHARMACEUTICALS INC 0.0%
Value ($000) $119,416 Shares 20,448 Est. Cost $6869.99 Unrealized
DANAHER CORP CONV Z-CPN 1/22/21 0.0%
Value ($000) $51,752 Shares 21,000 Est. Cost $1840.00 Unrealized
VALIDUS HOLDINGS LTD 0.0%
Value ($000) $19,876 Shares 441 Est. Cost $42099.77 Unrealized
DOW CHEMICAL COMPANY 0.0%
Value ($000) $17,766 Shares 419 Est. Cost $45610.98 Unrealized
IVZ INVESCO LIMITED 0.0%
Value ($000) $13,523 Shares 433 Est. Cost $24.21 Unrealized -7.9%
CA INC 0.0%
Value ($000) $9,883 Shares 362 Est. Cost $28767.12 Unrealized
BOH BANK OF HAWAII 0.0%
Value ($000) $8,571 Shares 135 Est. Cost $38.80 Unrealized +15.1%
PBI PITNEY BOWES INC 0.0%
Value ($000) $7,464 Shares 376 Est. Cost $24.43 Unrealized -16.0%
TUPPERWARE BRANDS CORPORATION 0.0%
Value ($000) $5,048 Shares 102 Est. Cost $63000.00 Unrealized
ENSCO PLC CL A 0.0%
Value ($000) $3,055 Shares 217 Est. Cost $58049.30 Unrealized