Choate Investment Advisors Diversified Active

CIK: 0001399794 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 15, 2016

Total Value ($000): $1,527,976,426 (100.0% shares, 0.0% debt)

Holdings (237)

IVV ISHARES CORE S&P 500 ETF 29.4%
Value ($000) $449,857,514 Shares 2,067,740 Est. Cost $178666.03 Unrealized
POWERSHARES FTSE INTL LO BET 9.0%
Value ($000) $138,226,244 Shares 5,314,350 Est. Cost $24740.87 Unrealized
POWERSHARES RUSS LOW BETA EQ 8.6%
Value ($000) $132,099,016 Shares 4,976,418 Est. Cost $25642.97 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EM 4.1%
Value ($000) $62,962,059 Shares 2,206,872 Est. Cost $27407.08 Unrealized
POWERSHARES RAFI US 1000 4.0%
Value ($000) $60,944,458 Shares 651,116 Est. Cost $89522.02 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 3.5%
Value ($000) $53,469,277 Shares 189,426 Est. Cost $257805.17 Unrealized
GUGGENHEIM S&P GLOBAL WATER INDX ETF 2.6%
Value ($000) $40,253,598 Shares 1,302,284 Est. Cost $30356.22 Unrealized
VGLT VANGUARD LONG-TERM GOV BOND 2.1%
Value ($000) $31,716,757 Shares 375,524 Est. Cost $80768.68 Unrealized
EFA ISHARES MSCI EAFE ETF 1.7%
Value ($000) $26,498,223 Shares 448,135 Est. Cost $58170.28 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $25,097,696 Shares 670,882 Est. Cost $37601.11 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.6%
Value ($000) $24,410,622 Shares 196,622 Est. Cost $111146.38 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $19,069,657 Shares 88,163 Est. Cost $162031.95 Unrealized
ADI ANALOG DEVICES INC 1.2%
Value ($000) $18,887,524 Shares 293,057 Est. Cost $44.06 Unrealized +17.7%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.1%
Value ($000) $16,896,098 Shares 371,915 Est. Cost $41039.44 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.9%
Value ($000) $14,304,938 Shares 313,636 Est. Cost $41620.00 Unrealized
XOM EXXONMOBIL CORP 0.9%
Value ($000) $13,374,001 Shares 153,231 Est. Cost $54.18 Unrealized +8.0%
GENERAL ELECTRIC CORP 0.9%
Value ($000) $13,318,041 Shares 449,630 Est. Cost $23342.40 Unrealized
CHASE CORP 0.8%
Value ($000) $12,235,000 Shares 177,011 Est. Cost $32758.24 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $11,746,347 Shares 103,904 Est. Cost $19.30 Unrealized +25.6%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $11,685,181 Shares 130,197 Est. Cost $55.80 Unrealized +21.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $10,895,248 Shares 92,231 Est. Cost $64.54 Unrealized +45.0%
AKAM AKAMAI TECHNOLOGIES INC 0.6%
Value ($000) $9,239,018 Shares 174,354 Est. Cost $50.81 Unrealized +5.3%
INTC INTEL CORP 0.6%
Value ($000) $8,414,513 Shares 222,901 Est. Cost $18.17 Unrealized +57.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $7,988,035 Shares 55,292 Est. Cost $115.47 Unrealized +26.7%
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $7,799,687 Shares 117,130 Est. Cost $38.43 Unrealized +32.3%
IBM INTL. BUSINESS MACHINES CORP 0.5%
Value ($000) $7,725,034 Shares 48,631 Est. Cost $98.92 Unrealized +2.9%
MSFT MICROSOFT CORP 0.5%
Value ($000) $7,597,555 Shares 131,902 Est. Cost $31.35 Unrealized +60.4%
ABBV ABBVIE INC 0.5%
Value ($000) $7,067,309 Shares 112,055 Est. Cost $28.12 Unrealized +56.2%
PFE PFIZER INC 0.4%
Value ($000) $6,286,543 Shares 185,608 Est. Cost $17.30 Unrealized +28.6%
VIG VANGUARD DIVIDEND APPREC ETF 0.4%
Value ($000) $5,837,583 Shares 69,553 Est. Cost $74034.67 Unrealized
POWERSHARES BUYBACK ACHIEVERS 0.4%
Value ($000) $5,488,855 Shares 115,701 Est. Cost $37820.63 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $5,264,809 Shares 124,493 Est. Cost $29.85 Unrealized +21.1%
HD HOME DEPOT INC 0.3%
Value ($000) $4,987,894 Shares 38,762 Est. Cost $64.64 Unrealized +64.5%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $4,874,216 Shares 93,771 Est. Cost $27.69 Unrealized +18.8%
WFC WELLS FARGO & CO 0.3%
Value ($000) $4,771,524 Shares 107,758 Est. Cost $30.08 Unrealized +22.5%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $4,758,944 Shares 46,840 Est. Cost $94181.60 Unrealized
SXI STANDEX INTL CORP 0.3%
Value ($000) $4,708,602 Shares 50,701 Est. Cost $57.89 Unrealized +51.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $4,644,442 Shares 84,230 Est. Cost $55140.00 Unrealized
MMM 3M CO 0.3%
Value ($000) $4,630,267 Shares 26,274 Est. Cost $70.37 Unrealized +55.2%
MRK MERCK & CO INC 0.3%
Value ($000) $4,544,509 Shares 72,817 Est. Cost $31.15 Unrealized +40.4%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $4,540,620 Shares 21 Est. Cost $171948.11 Unrealized +27.6%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $4,513,248 Shares 43,852 Est. Cost $66.87 Unrealized +2.4%
AFL AFLAC INC 0.3%
Value ($000) $4,498,056 Shares 62,586 Est. Cost $20.58 Unrealized +42.0%
AMGN AMGEN INC 0.3%
Value ($000) $4,289,853 Shares 25,717 Est. Cost $78.46 Unrealized +62.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $4,260,360 Shares 36,931 Est. Cost $75.51 Unrealized +25.2%
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $4,233,376 Shares 5,265 Est. Cost $36.76 Unrealized +5.6%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $3,962,624 Shares 5,098 Est. Cost $35.77 Unrealized +5.4%
TGT TARGET CORP 0.3%
Value ($000) $3,923,345 Shares 57,125 Est. Cost $53.10 Unrealized +2.3%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $3,886,430 Shares 122,523 Est. Cost $16.03 Unrealized +43.8%
AMZN AMAZON.COM INC 0.2%
Value ($000) $3,774,594 Shares 4,508 Est. Cost $20.22 Unrealized +89.2%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $3,688,436 Shares 41,819 Est. Cost $46.26 Unrealized +60.2%
PHYS SPROTT PHYSICAL GOLD TRUST 0.2%
Value ($000) $3,456,992 Shares 315,707 Est. Cost $10950.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.2%
Value ($000) $3,425,578 Shares 71,800 Est. Cost $42.73 Unrealized +18.0%
PEP PEPSICO INC 0.2%
Value ($000) $3,351,530 Shares 30,813 Est. Cost $58.00 Unrealized +39.8%
CELGENE CORP 0.2%
Value ($000) $3,149,594 Shares 30,131 Est. Cost $101257.52 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $3,028,241 Shares 34,029 Est. Cost $57.84 Unrealized +22.6%
AMP AMERIPRISE FINANCIAL INC. 0.2%
Value ($000) $2,987,213 Shares 29,941 Est. Cost $62.07 Unrealized +29.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $2,915,853 Shares 23,208 Est. Cost $125639.99 Unrealized
ALERE INC 0.2%
Value ($000) $2,906,377 Shares 67,215 Est. Cost $43977.75 Unrealized
USB US BANCORP NEW 0.2%
Value ($000) $2,855,530 Shares 66,578 Est. Cost $23.66 Unrealized +26.7%
EEM ISHARES MSCI EMERGING MKT ETF 0.2%
Value ($000) $2,828,936 Shares 75,539 Est. Cost $38914.88 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,752,744 Shares 37,129 Est. Cost $46.68 Unrealized +27.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,741,552 Shares 42,810 Est. Cost $59.25 Unrealized -4.9%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $2,701,692 Shares 21,751 Est. Cost $105243.95 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,688,355 Shares 33,346 Est. Cost $76173.63 Unrealized
CMCSA COMCAST CORP-CL A 0.2%
Value ($000) $2,658,377 Shares 40,072 Est. Cost $16.74 Unrealized +58.9%
KR KROGER CO 0.2%
Value ($000) $2,649,237 Shares 89,260 Est. Cost $25.32 Unrealized +8.2%
KO COCA COLA CO 0.2%
Value ($000) $2,592,693 Shares 61,264 Est. Cost $28.97 Unrealized +12.4%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2,400,087 Shares 44,512 Est. Cost $32.18 Unrealized +43.4%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $2,325,682 Shares 85,503 Est. Cost $22.68 Unrealized +26.1%
NKE NIKE INC-CLASS B 0.2%
Value ($000) $2,311,651 Shares 43,906 Est. Cost $47.47 Unrealized +5.4%
TJX TJX COS INC 0.2%
Value ($000) $2,305,168 Shares 30,826 Est. Cost $21.71 Unrealized +57.9%
HOLX HOLOGIC INC 0.1%
Value ($000) $2,263,285 Shares 58,287 Est. Cost $23.28 Unrealized +62.2%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.1%
Value ($000) $2,244,944 Shares 51,525 Est. Cost $42873.22 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $2,215,490 Shares 32,025 Est. Cost $41.06 Unrealized +36.2%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $2,170,448 Shares 18,018 Est. Cost $97580.97 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,962,360 Shares 15,557 Est. Cost $74.51 Unrealized +25.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,912,194 Shares 23,825 Est. Cost $45.15 Unrealized +51.9%
T AT&T INC 0.1%
Value ($000) $1,896,852 Shares 46,709 Est. Cost $12.43 Unrealized +31.0%
GLAXO SMITHKLINE SPONS ADR 0.1%
Value ($000) $1,875,508 Shares 43,485 Est. Cost $47543.54 Unrealized
TEVA TEVA PHARMACEUTICAL INDS SPONS ADR 0.1%
Value ($000) $1,842,700 Shares 40,050 Est. Cost $41207.93 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $1,832,156 Shares 24,063 Est. Cost $24.54 Unrealized +133.3%
FITBIT INC CL A 0.1%
Value ($000) $1,780,800 Shares 120,000 Est. Cost $15150.00 Unrealized
VSS VANGUARD FTSE ALL WORLD X-US SC 0.1%
Value ($000) $1,761,930 Shares 17,703 Est. Cost $91858.48 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INT 0.1%
Value ($000) $1,707,155 Shares 67,960 Est. Cost $24491.45 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,699,999 Shares 43,279 Est. Cost $28.95 Unrealized +22.4%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,675,981 Shares 14,375 Est. Cost $56.06 Unrealized +53.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,669,314 Shares 30,624 Est. Cost $39.05 Unrealized +8.3%
UNP UNION PAC CORP 0.1%
Value ($000) $1,662,399 Shares 17,045 Est. Cost $66.81 Unrealized +13.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $1,653,854 Shares 12,720 Est. Cost $69.60 Unrealized +64.4%
POWERSHARES S&P INT DEV LOW 0.1%
Value ($000) $1,604,775 Shares 52,341 Est. Cost $31158.67 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,559,852 Shares 12,325 Est. Cost $96.34 Unrealized +14.4%
WMT WAL MART STORES INC 0.1%
Value ($000) $1,494,182 Shares 20,718 Est. Cost $19.08 Unrealized +8.0%
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $1,428,094 Shares 15,379 Est. Cost $69.78 Unrealized +27.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,420,257 Shares 11,611 Est. Cost $16.03 Unrealized +54.8%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $1,388,179 Shares 16,200 Est. Cost $66915.73 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,383,081 Shares 6,961 Est. Cost $168267.39 Unrealized
ACN ACCENTURE PLC CL A 0.1%
Value ($000) $1,364,151 Shares 11,166 Est. Cost $81.14 Unrealized +21.0%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1,356,997 Shares 13,958 Est. Cost $52.22 Unrealized +19.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,333,112 Shares 20,869 Est. Cost $41.46 Unrealized +20.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,326,028 Shares 16,862 Est. Cost $54.54 Unrealized +11.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,284,637 Shares 7,716 Est. Cost $62.73 Unrealized +128.1%
NOC NORTHROP GRUMMAN CORPORATION 0.1%
Value ($000) $1,263,161 Shares 5,904 Est. Cost $77.48 Unrealized +140.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,218,773 Shares 10,170 Est. Cost $54.07 Unrealized +71.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,201,817 Shares 10,324 Est. Cost $59.62 Unrealized +76.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,188,028 Shares 18,789 Est. Cost $23.12 Unrealized +50.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,182,009 Shares 7,618 Est. Cost $76.23 Unrealized +59.5%
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,132,715 Shares 16,565 Est. Cost $65695.23 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $1,127,797 Shares 15,315 Est. Cost $44.34 Unrealized +11.7%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,111,333 Shares 12,238 Est. Cost $39.49 Unrealized +36.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,086,316 Shares 15,854 Est. Cost $0.35 Unrealized +313.4%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,077,809 Shares 15,005 Est. Cost $50.27 Unrealized +15.9%
VFC V.F. CORP 0.1%
Value ($000) $1,036,701 Shares 18,496 Est. Cost $54.32 Unrealized +6.3%
META FACEBOOK INC-A 0.1%
Value ($000) $1,009,870 Shares 7,873 Est. Cost $66.47 Unrealized +85.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,008,547 Shares 11,673 Est. Cost $58.64 Unrealized +17.3%
EXPRESS SCRIPTS HLDG 0.1%
Value ($000) $994,685 Shares 14,103 Est. Cost $69163.04 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $966,892 Shares 13,390 Est. Cost $42.93 Unrealized +52.4%
FISV FISERV INC 0.1%
Value ($000) $922,087 Shares 9,270 Est. Cost $27.64 Unrealized +89.7%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $880,575 Shares 7,238 Est. Cost $112068.11 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $868,130 Shares 12,909 Est. Cost $40.75 Unrealized +40.7%
VT VANGUARD TOT WORLD STK INDEX 0.1%
Value ($000) $866,565 Shares 14,241 Est. Cost $56993.67 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $861,044 Shares 12,366 Est. Cost $45.12 Unrealized +10.1%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $822,729 Shares 9,485 Est. Cost $83640.86 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $820,523 Shares 13,381 Est. Cost $35.64 Unrealized +33.7%
ALLERGAN PLC 0.1%
Value ($000) $775,684 Shares 3,368 Est. Cost $257211.20 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL INC 0.1%
Value ($000) $764,510 Shares 1,821 Est. Cost $239.01 Unrealized +66.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $754,607 Shares 7,244 Est. Cost $99779.96 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $741,592 Shares 9,373 Est. Cost $61.24 Unrealized -5.6%
EATON VANCE SR FLTG RATE TR 0.0%
Value ($000) $716,801 Shares 50,729 Est. Cost $13488.76 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $716,315 Shares 12,378 Est. Cost $29.13 Unrealized +55.6%
ALLIANCEBERNSTEIN GL HI INC 0.0%
Value ($000) $700,561 Shares 55,556 Est. Cost $12430.00 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $697,380 Shares 6,088 Est. Cost $81.84 Unrealized +16.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $696,508 Shares 10,168 Est. Cost $44.55 Unrealized +5.3%
MCO MOODYS CORP 0.0%
Value ($000) $691,693 Shares 6,388 Est. Cost $71.06 Unrealized +35.4%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $669,729 Shares 7,434 Est. Cost $55.44 Unrealized +14.1%
MET METLIFE INC 0.0%
Value ($000) $645,568 Shares 14,530 Est. Cost $27.09 Unrealized +1.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $638,204 Shares 8,547 Est. Cost $47.49 Unrealized +21.8%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $632,798 Shares 13,244 Est. Cost $39102.73 Unrealized
DE DEERE & CO 0.0%
Value ($000) $629,542 Shares 7,376 Est. Cost $69.55 Unrealized +1.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $627,383 Shares 5,940 Est. Cost $98809.93 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $624,372 Shares 8,655 Est. Cost $60003.40 Unrealized
BA BOEING CO 0.0%
Value ($000) $613,513 Shares 4,657 Est. Cost $100.58 Unrealized +20.1%
BP BP PLC SPONS ADR 0.0%
Value ($000) $609,463 Shares 17,334 Est. Cost $41542.40 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $597,799 Shares 3,585 Est. Cost $128.88 Unrealized +34.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $593,061 Shares 13,643 Est. Cost $43.49 Unrealized -28.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $590,064 Shares 3,814 Est. Cost $144190.10 Unrealized
TIME WARNER INC 0.0%
Value ($000) $585,930 Shares 7,360 Est. Cost $61495.13 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $581,778 Shares 5,994 Est. Cost $65.22 Unrealized +15.2%
CDK GLOBAL HOLDINGS LLC 0.0%
Value ($000) $579,565 Shares 10,104 Est. Cost $40759.97 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $575,457 Shares 9,007 Est. Cost $61594.91 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $569,236 Shares 17,302 Est. Cost $22.11 Unrealized +21.5%
DEO DIAGEO PLC SPONS ADR 0.0%
Value ($000) $551,886 Shares 4,756 Est. Cost $114402.23 Unrealized
FDN FIRST TR DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $549,714 Shares 6,740 Est. Cost $68290.05 Unrealized
NATIONAL-OILWELL INC 0.0%
Value ($000) $548,418 Shares 14,927 Est. Cost $63377.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $534,123 Shares 3,358 Est. Cost $85.04 Unrealized +76.5%
APACHE CORP 0.0%
Value ($000) $521,754 Shares 8,169 Est. Cost $74925.23 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $509,613 Shares 1,628 Est. Cost $267.19 Unrealized +10.8%
ECL ECOLAB INC 0.0%
Value ($000) $495,157 Shares 4,068 Est. Cost $100.01 Unrealized +9.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $494,372 Shares 2,836 Est. Cost $167412.14 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $484,677 Shares 3,178 Est. Cost $106.84 Unrealized +28.2%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $460,453 Shares 11,344 Est. Cost $30.06 Unrealized +0.9%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $451,326 Shares 5,350 Est. Cost $76819.12 Unrealized
CONCHO RESOURCES 0.0%
Value ($000) $445,563 Shares 3,244 Est. Cost $87392.36 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $442,073 Shares 10,070 Est. Cost $30.04 Unrealized +17.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $439,953 Shares 28,112 Est. Cost $11.65 Unrealized +3.6%
ETN EATON CORP PLC 0.0%
Value ($000) $432,438 Shares 6,581 Est. Cost $45.96 Unrealized +15.1%
BLACKROCK INC CL A 0.0%
Value ($000) $429,153 Shares 1,184 Est. Cost $357870.25 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $428,166 Shares 5,462 Est. Cost $40.84 Unrealized +64.7%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $428,093 Shares 3,481 Est. Cost $81.76 Unrealized +15.4%
RAYTHEON COMPANY 0.0%
Value ($000) $427,584 Shares 3,141 Est. Cost $73411.05 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $415,740 Shares 11,774 Est. Cost $30.56 Unrealized +10.7%
DR PEPPER SNAPPLE GROUP INC 0.0%
Value ($000) $414,730 Shares 4,542 Est. Cost $54148.36 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $398,459 Shares 5,365 Est. Cost $45.90 Unrealized +10.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $396,581 Shares 5,104 Est. Cost $43.41 Unrealized +41.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $396,142 Shares 2,171 Est. Cost $127.42 Unrealized +29.4%
SHIRE PLC SPONS ADR 0.0%
Value ($000) $396,056 Shares 2,043 Est. Cost $184080.11 Unrealized
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $389,230 Shares 5,812 Est. Cost $58387.91 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $383,667 Shares 2,408 Est. Cost $18.16 Unrealized +25.5%
GLW CORNING INC 0.0%
Value ($000) $371,021 Shares 15,688 Est. Cost $13.56 Unrealized +28.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $354,906 Shares 7,456 Est. Cost $31.02 Unrealized +30.3%
CB CHUBB LTD 0.0%
Value ($000) $350,689 Shares 2,791 Est. Cost $96.06 Unrealized +11.6%
CLX CLOROX COMPANY 0.0%
Value ($000) $347,375 Shares 2,775 Est. Cost $61.53 Unrealized +62.9%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $344,169 Shares 10,926 Est. Cost $17.04 Unrealized +44.9%
REYNOLDS AMERICAN INC 0.0%
Value ($000) $343,205 Shares 7,279 Est. Cost $49079.04 Unrealized
BEMIS INC 0.0%
Value ($000) $341,512 Shares 6,695 Est. Cost $39139.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $332,654 Shares 2,988 Est. Cost $104819.99 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $325,049 Shares 3,981 Est. Cost $45.79 Unrealized +9.7%
STERICYCLE INC 0.0%
Value ($000) $323,445 Shares 4,036 Est. Cost $112353.69 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $318,951 Shares 3,593 Est. Cost $62.01 Unrealized +6.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $318,420 Shares 2,118 Est. Cost $109.91 Unrealized 0.0%
DOW CHEMICAL COMPANY 0.0%
Value ($000) $312,535 Shares 6,030 Est. Cost $50320.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $311,360 Shares 2,224 Est. Cost $100.90 Unrealized +19.4%
ENR ENERGIZER HOLDINGS INC 0.0%
Value ($000) $304,406 Shares 6,093 Est. Cost $26.59 Unrealized +35.6%
MUR MURPHY OIL CORP 0.0%
Value ($000) $303,514 Shares 9,984 Est. Cost $16.48 Unrealized +23.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $302,762 Shares 7,231 Est. Cost $25.37 Unrealized +25.6%
WDAY WORKDAY INC-A 0.0%
Value ($000) $298,909 Shares 3,260 Est. Cost $78.20 Unrealized +6.6%
HYG ISHARES IBOXX USD HIGH YIELD 0.0%
Value ($000) $294,764 Shares 3,378 Est. Cost $89849.70 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $293,674 Shares 7,618 Est. Cost $38550.01 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $289,904 Shares 1,613 Est. Cost $82.47 Unrealized +80.1%
EPC EDGEWELL PERSONAL CARE CO 0.0%
Value ($000) $284,284 Shares 3,575 Est. Cost $69.91 Unrealized +5.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $281,104 Shares 4,730 Est. Cost $58.93 Unrealized +4.3%
CIGNA CORP 0.0%
Value ($000) $279,667 Shares 2,146 Est. Cost $102910.06 Unrealized
BHP BHP BILLITON LTD SPONS ADR 0.0%
Value ($000) $273,284 Shares 7,887 Est. Cost $34649.93 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $266,662 Shares 3,306 Est. Cost $35.74 Unrealized +26.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $265,473 Shares 2,202 Est. Cost $34.21 Unrealized +10.1%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $258,097 Shares 2,174 Est. Cost $109200.09 Unrealized
POWERSHARES S&P 500 LOW VOLA 0.0%
Value ($000) $256,740 Shares 6,188 Est. Cost $38056.59 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $250,418 Shares 894 Est. Cost $10.86 Unrealized +72.6%
HII HUNTINGTON INGALLS INDUSTRIES 0.0%
Value ($000) $247,773 Shares 1,615 Est. Cost $107.73 Unrealized +28.4%
UNILEVER NV NY SHARES 0.0%
Value ($000) $246,312 Shares 5,343 Est. Cost $39291.44 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.0%
Value ($000) $246,080 Shares 4,000 Est. Cost $48609.95 Unrealized
RWX SPDR DJ WILSHIRE INTL REAL ESTATE 0.0%
Value ($000) $244,754 Shares 5,868 Est. Cost $40543.77 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $244,548 Shares 7,074 Est. Cost $20.26 Unrealized +16.7%
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $241,988 Shares 4,833 Est. Cost $65748.78 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $234,191 Shares 4,179 Est. Cost $53030.39 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $234,173 Shares 2,301 Est. Cost $90.84 Unrealized 0.0%
DUN & BRADSTREET CORP DEL 0.0%
Value ($000) $233,620 Shares 1,710 Est. Cost $121839.77 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $233,137 Shares 4,583 Est. Cost $39.55 Unrealized +7.3%
IYW ISHARES DJ US TECHNOLOGY SEC ETF 0.0%
Value ($000) $231,336 Shares 1,944 Est. Cost $108500.00 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $230,423 Shares 3,465 Est. Cost $49.41 Unrealized 0.0%
VALIDUS HOLDINGS LTD 0.0%
Value ($000) $230,069 Shares 4,618 Est. Cost $48589.93 Unrealized
POWERSHARES S&P EM-MK LOW VO 0.0%
Value ($000) $224,042 Shares 9,953 Est. Cost $27428.63 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR ETF 0.0%
Value ($000) $221,614 Shares 2,606 Est. Cost $85039.91 Unrealized
SCRIPPS NETWORKS INTERACT INC CL A 0.0%
Value ($000) $221,580 Shares 3,490 Est. Cost $63489.97 Unrealized
HARMAN INTERNATIONAL INDS 0.0%
Value ($000) $218,726 Shares 2,590 Est. Cost $84450.20 Unrealized
MONSANTO CO 0.0%
Value ($000) $217,482 Shares 2,128 Est. Cost $103409.91 Unrealized
CA INC 0.0%
Value ($000) $217,336 Shares 6,570 Est. Cost $32829.96 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $208,972 Shares 4,870 Est. Cost $42910.06 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $208,495 Shares 3,270 Est. Cost $50.94 Unrealized +8.3%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $208,343 Shares 3,511 Est. Cost $45.06 Unrealized 0.0%
NVS NOVARTIS AG SPONS ADR 0.0%
Value ($000) $202,927 Shares 2,570 Est. Cost $82510.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $200,781 Shares 1,245 Est. Cost $127.90 Unrealized +4.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $200,556 Shares 2,112 Est. Cost $81110.25 Unrealized
STAPLES INC 0.0%
Value ($000) $179,465 Shares 20,990 Est. Cost $10410.72 Unrealized
ISHARES MSCI RUSSIA CAPPED 0.0%
Value ($000) $176,613 Shares 12,130 Est. Cost $13012.28 Unrealized
BLACKROCK CORPORATE HY FD INC 0.0%
Value ($000) $146,351 Shares 13,526 Est. Cost $10819.98 Unrealized
NUVEEN CREDIT STRATEGIES INCOME FUND 0.0%
Value ($000) $141,870 Shares 16,730 Est. Cost $8479.98 Unrealized