Montecito Bank & Trust Diversified Active

CIK: 0001422508 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 23, 2017

Total Value ($000): $288,711 (100.0% shares, 0.0% debt)

Holdings (172)

IWF ISHARES RUSSELL 1000 GROWTH ET 7.2%
Value ($000) $20,784 Shares 166,193 Est. Cost $78.77 Unrealized
SPY SPDR S&P 500 ETF TRUST 6.3%
Value ($000) $18,204 Shares 72,457 Est. Cost $217.79 Unrealized
EFA ISHARES MSCI EAFE ETF 6.0%
Value ($000) $17,213 Shares 251,367 Est. Cost $58.73 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.9%
Value ($000) $14,171 Shares 119,580 Est. Cost $92.92 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 4.6%
Value ($000) $13,146 Shares 73,480 Est. Cost $128.75 Unrealized
CWB SPDR BBG BARC CONVERTIBLE 4.5%
Value ($000) $12,932 Shares 253,222 Est. Cost $46.85 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.2%
Value ($000) $12,204 Shares 190,175 Est. Cost $58.87 Unrealized
CWI SPDR MSCI ACWI EX-US 4.2%
Value ($000) $12,055 Shares 318,670 Est. Cost $34.49 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 3.9%
Value ($000) $11,343 Shares 253,126 Est. Cost $41.42 Unrealized
EMB ISHARES JPMORGAN USD EMERGING 3.0%
Value ($000) $8,682 Shares 74,579 Est. Cost $114.68 Unrealized
VGK VANGUARD INTL EQUITY INDEX FD 2.8%
Value ($000) $8,087 Shares 138,638 Est. Cost $58.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.0%
Value ($000) $5,764 Shares 38,900 Est. Cost $119.31 Unrealized
KO COCA-COLA CO/THE 2.0%
Value ($000) $5,702 Shares 126,696 Est. Cost $30.39 Unrealized +15.0%
IWO ISHARES RUSSELL 2000 GROWTH ET 1.5%
Value ($000) $4,468 Shares 24,969 Est. Cost $121.99 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,958 Shares 30,442 Est. Cost $66.95 Unrealized +56.8%
POWERSHARES QQQ TRUST 1.2%
Value ($000) $3,348 Shares 23,015 Est. Cost $121.45 Unrealized
CVX CHEVRON CORP 1.0%
Value ($000) $2,994 Shares 25,488 Est. Cost $70.13 Unrealized +8.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.0%
Value ($000) $2,992 Shares 40,310 Est. Cost $85.26 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,860 Shares 38,387 Est. Cost $40.62 Unrealized +64.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,787 Shares 33,987 Est. Cost $54.66 Unrealized -0.6%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.9%
Value ($000) $2,495 Shares 40,242 Est. Cost $49.12 Unrealized
DGRW WISDOMTREE US QUALITY DIVID 0.7%
Value ($000) $1,996 Shares 52,325 Est. Cost $33.05 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $1,984 Shares 37,647 Est. Cost $46.52 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY 0.7%
Value ($000) $1,977 Shares 25,634 Est. Cost $65.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $1,817 Shares 7,184 Est. Cost $186.12 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $1,765 Shares 8,952 Est. Cost $179.23 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,760 Shares 15,796 Est. Cost $69.55 Unrealized +28.6%
WFC WELLS FARGO & CO 0.6%
Value ($000) $1,701 Shares 30,848 Est. Cost $31.81 Unrealized +32.5%
PFE PFIZER INC 0.6%
Value ($000) $1,646 Shares 46,095 Est. Cost $17.42 Unrealized +27.7%
INTC INTEL CORP 0.6%
Value ($000) $1,596 Shares 41,911 Est. Cost $22.95 Unrealized +28.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.5%
Value ($000) $1,574 Shares 19,252 Est. Cost $66.90 Unrealized
IYW ISHARES DJ US TECHNOLOGY SEC E 0.5%
Value ($000) $1,537 Shares 10,251 Est. Cost $78.67 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,463 Shares 15,317 Est. Cost $49.59 Unrealized +48.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,444 Shares 29,163 Est. Cost $28.61 Unrealized +5.6%
PG PROCTER & GAMBLE CO/THE 0.5%
Value ($000) $1,441 Shares 15,832 Est. Cost $59.72 Unrealized +22.3%
V VISA INC-CLASS A SHARES 0.5%
Value ($000) $1,376 Shares 13,068 Est. Cost $69.67 Unrealized +37.4%
XLY CONSUMER DISCRETIONARY SELT 0.5%
Value ($000) $1,372 Shares 15,236 Est. Cost $77.29 Unrealized
MMM 3M CO 0.5%
Value ($000) $1,372 Shares 6,540 Est. Cost $85.98 Unrealized +51.1%
MCD MCDONALD'S CORP 0.5%
Value ($000) $1,320 Shares 8,424 Est. Cost $89.45 Unrealized +43.8%
DEM WISDOMTREE EMERGING MARKETS 0.5%
Value ($000) $1,311 Shares 30,477 Est. Cost $36.50 Unrealized
GOOGL ALPHABET INC-CL A 0.4%
Value ($000) $1,262 Shares 1,296 Est. Cost $46.44 Unrealized +1.4%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,262 Shares 19,790 Est. Cost $39.90 Unrealized +8.1%
ABBV ABBVIE INC 0.4%
Value ($000) $1,252 Shares 14,089 Est. Cost $46.96 Unrealized +14.3%
NVDA NVIDIA CORP 0.4%
Value ($000) $1,236 Shares 6,916 Est. Cost $1.12 Unrealized +266.4%
FDX FEDEX CORP 0.4%
Value ($000) $1,196 Shares 5,302 Est. Cost $136.42 Unrealized +35.5%
XLK TECHNOLOGY SELECT SECT SPDR 0.4%
Value ($000) $1,183 Shares 20,010 Est. Cost $54.71 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $1,162 Shares 7,074 Est. Cost $98.07 Unrealized +42.9%
DIS WALT DISNEY CO/THE 0.4%
Value ($000) $1,145 Shares 11,614 Est. Cost $79.94 Unrealized +21.3%
META FACEBOOK INC-A 0.4%
Value ($000) $1,065 Shares 6,233 Est. Cost $95.13 Unrealized +74.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,065 Shares 9,184 Est. Cost $76.86 Unrealized +15.9%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $963 Shares 7,924 Est. Cost $123.67 Unrealized
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $963 Shares 6,333 Est. Cost $138.51 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.3%
Value ($000) $956 Shares 10,206 Est. Cost $66.30 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $927 Shares 38,325 Est. Cost $27.04 Unrealized
POWERSHARES S&P SC HEALTH CARE 0.3%
Value ($000) $913 Shares 9,828 Est. Cost $46.30 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $898 Shares 34,726 Est. Cost $23.12 Unrealized
PFF ISHARES S&P PREF STK ETF 0.3%
Value ($000) $888 Shares 22,893 Est. Cost $39.56 Unrealized
FISV FISERV INC 0.3%
Value ($000) $843 Shares 6,540 Est. Cost $41.58 Unrealized +49.4%
ECL ECOLAB INC 0.3%
Value ($000) $824 Shares 6,408 Est. Cost $105.31 Unrealized +14.0%
IBM INTL BUSINESS MACHINES CORP 0.3%
Value ($000) $821 Shares 5,657 Est. Cost $106.69 Unrealized -9.2%
VYM VANGUARD HIGH DVD YIELD ETF 0.3%
Value ($000) $793 Shares 9,784 Est. Cost $77.54 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $783 Shares 5,523 Est. Cost $73.77 Unrealized +41.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $772 Shares 2,367 Est. Cost $218.63 Unrealized
ALERIAN MLP ETF 0.3%
Value ($000) $769 Shares 68,495 Est. Cost $11.96 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $765 Shares 15,292 Est. Cost $43.54 Unrealized -20.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $764 Shares 9,434 Est. Cost $55.90 Unrealized +0.1%
MRK MERCK & CO. INC. 0.3%
Value ($000) $732 Shares 11,445 Est. Cost $37.81 Unrealized +23.5%
CVS CVS HEALTH CORP 0.3%
Value ($000) $731 Shares 8,998 Est. Cost $59.91 Unrealized +1.5%
DOWDUPONT INC 0.3%
Value ($000) $727 Shares 10,504 Est. Cost $69.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $715 Shares 3,101 Est. Cost $216.30 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $706 Shares 27,088 Est. Cost $51.88 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $704 Shares 4,620 Est. Cost $139.90 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $701 Shares 20,837 Est. Cost $20.83 Unrealized +18.6%
HEFA ISHA CURR HEDGED MSCI EAFE 0.2%
Value ($000) $699 Shares 24,162 Est. Cost $25.17 Unrealized
RWR SPDR DOW JONES REIT ETF 0.2%
Value ($000) $693 Shares 7,491 Est. Cost $82.36 Unrealized
LYDALL INC 0.2%
Value ($000) $687 Shares 11,994 Est. Cost $14.59 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $684 Shares 10,889 Est. Cost $41.19 Unrealized +19.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $673 Shares 8,603 Est. Cost $20.15 Unrealized +13.7%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $668 Shares 10,221 Est. Cost $61.82 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $659 Shares 4,598 Est. Cost $96.23 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $630 Shares 7,581 Est. Cost $79.98 Unrealized
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.2%
Value ($000) $628 Shares 12,577 Est. Cost $41.92 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $628 Shares 5,661 Est. Cost $50.67 Unrealized +48.5%
IHI ISHARES DJ US MEDICAL DEVICE E 0.2%
Value ($000) $627 Shares 3,755 Est. Cost $81.37 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $613 Shares 7,942 Est. Cost $82.57 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $600 Shares 7,013 Est. Cost $60.89 Unrealized +18.4%
DES WISDOM TREE SMALL CAP DIVIDEND 0.2%
Value ($000) $592 Shares 7,047 Est. Cost $75.22 Unrealized
T AT&T INC 0.2%
Value ($000) $588 Shares 15,033 Est. Cost $15.91 Unrealized -1.9%
ENB ENBRIDGE INC 0.2%
Value ($000) $583 Shares 13,939 Est. Cost $24.73 Unrealized -1.6%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $575 Shares 3,811 Est. Cost $88.13 Unrealized +29.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $562 Shares 2,730 Est. Cost $107.62 Unrealized +54.6%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $561 Shares 3,790 Est. Cost $81.24 Unrealized +42.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $547 Shares 2,305 Est. Cost $152.81 Unrealized +23.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $545 Shares 2,879 Est. Cost $140.66 Unrealized +25.9%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.2%
Value ($000) $543 Shares 6,390 Est. Cost $79.02 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $533 Shares 9,383 Est. Cost $41.85 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $531 Shares 4,575 Est. Cost $99.03 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $524 Shares 8,253 Est. Cost $39.29 Unrealized -8.1%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $523 Shares 7,367 Est. Cost $68.15 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $522 Shares 4,434 Est. Cost $82.29 Unrealized +10.6%
CTMX CYTOMX THERAPEUTICS INC 0.2%
Value ($000) $520 Shares 28,602 Est. Cost $11.41 Unrealized +36.8%
DHR DANAHER CORP 0.2%
Value ($000) $517 Shares 6,028 Est. Cost $49.31 Unrealized +44.2%
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.2%
Value ($000) $506 Shares 2,503 Est. Cost $163.41 Unrealized
RWO SPDR DOW JONES GL REAL ESTATE 0.2%
Value ($000) $498 Shares 10,428 Est. Cost $50.02 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $495 Shares 5,514 Est. Cost $55.70 Unrealized +17.0%
ORCL ORACLE CORP 0.2%
Value ($000) $495 Shares 10,231 Est. Cost $31.34 Unrealized +40.2%
VCR VANGUARD CONSUMER DISCRE ETF 0.2%
Value ($000) $483 Shares 3,369 Est. Cost $140.44 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $481 Shares 1,537 Est. Cost $265.02 Unrealized +11.7%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $471 Shares 1,934 Est. Cost $168.62 Unrealized +32.6%
VIS VANGUARD INDUSTRIES ETF 0.2%
Value ($000) $464 Shares 3,453 Est. Cost $126.24 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $453 Shares 4,199 Est. Cost $90.93 Unrealized
REM ISHARES MORTGAGE REAL ESTATE C 0.2%
Value ($000) $450 Shares 9,617 Est. Cost $42.05 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $439 Shares 5,701 Est. Cost $43.94 Unrealized +12.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $437 Shares 3,504 Est. Cost $63.08 Unrealized +52.2%
IJT ISHARES S&P SMALLCAP/600 GROWT 0.2%
Value ($000) $434 Shares 2,641 Est. Cost $121.43 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $431 Shares 2,889 Est. Cost $136.92 Unrealized +9.0%
HD HOME DEPOT INC 0.1%
Value ($000) $425 Shares 2,600 Est. Cost $62.61 Unrealized +99.9%
VO VANGUARD IND FD MID-CAP 0.1%
Value ($000) $409 Shares 2,788 Est. Cost $107.55 Unrealized
CELGENE CORP 0.1%
Value ($000) $404 Shares 2,771 Est. Cost $111.29 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $403 Shares 7,791 Est. Cost $41.54 Unrealized -2.0%
KBE KBW BANK ETF 0.1%
Value ($000) $400 Shares 8,881 Est. Cost $28.96 Unrealized
LOW LOWE'S COS INC 0.1%
Value ($000) $397 Shares 4,966 Est. Cost $61.38 Unrealized +7.0%
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $396 Shares 8,566 Est. Cost $31.42 Unrealized +8.4%
HPQ HP INC 0.1%
Value ($000) $389 Shares 19,496 Est. Cost $10.37 Unrealized +39.2%
MCK MCKESSON CORP 0.1%
Value ($000) $382 Shares 2,488 Est. Cost $158.91 Unrealized -8.1%
PCG P G & E CORP 0.1%
Value ($000) $374 Shares 5,499 Est. Cost $39.24 Unrealized +71.3%
SVB FINANCIAL GROUP 0.1%
Value ($000) $374 Shares 2,000 Est. Cost $110.50 Unrealized
SO SOUTHERN CO/THE 0.1%
Value ($000) $372 Shares 7,571 Est. Cost $31.14 Unrealized +10.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $365 Shares 2,946 Est. Cost $110.37 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.1%
Value ($000) $365 Shares 1,829 Est. Cost $141.06 Unrealized +23.1%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $363 Shares 2,443 Est. Cost $109.11 Unrealized +8.7%
UNM UNUM GROUP 0.1%
Value ($000) $362 Shares 7,082 Est. Cost $41.61 Unrealized +17.2%
VEA VANGUARD FTSE DEVELOPED MARKET 0.1%
Value ($000) $362 Shares 8,335 Est. Cost $38.91 Unrealized
DON WISDOM TREE MID CAP DIVIDEND 0.1%
Value ($000) $358 Shares 3,583 Est. Cost $90.88 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $358 Shares 10,031 Est. Cost $37.99 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $357 Shares 4,128 Est. Cost $77.33 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $357 Shares 4,211 Est. Cost $70.25 Unrealized +1.5%
ROCKWELL COLLINS INC 0.1%
Value ($000) $355 Shares 2,713 Est. Cost $95.38 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $351 Shares 9,989 Est. Cost $22.33 Unrealized +11.6%
TSN TYSON FOODS INC-CL A 0.1%
Value ($000) $347 Shares 4,925 Est. Cost $55.04 Unrealized -7.1%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $347 Shares 18,788 Est. Cost $12.16 Unrealized +8.2%
GWW WW GRAINGER INC 0.1%
Value ($000) $339 Shares 1,887 Est. Cost $174.89 Unrealized -14.5%
CTSH COGNIZANT TECH SOLUTIONS-A 0.1%
Value ($000) $338 Shares 4,659 Est. Cost $56.59 Unrealized +10.4%
VDC VANGUARD CONSUMER STAPLE ETF 0.1%
Value ($000) $338 Shares 2,442 Est. Cost $140.92 Unrealized
MA MASTERCARD INC-CLASS A 0.1%
Value ($000) $336 Shares 2,378 Est. Cost $101.55 Unrealized +24.4%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $335 Shares 6,204 Est. Cost $47.17 Unrealized
LKQ LKQ CORPORATION 0.1%
Value ($000) $332 Shares 9,237 Est. Cost $28.29 Unrealized +8.1%
STERICYCLE INC 0.1%
Value ($000) $330 Shares 4,613 Est. Cost $76.90 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $327 Shares 8,506 Est. Cost $27.46 Unrealized +17.8%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $318 Shares 4,038 Est. Cost $57.42 Unrealized +16.3%
DTE DTE ENERGY COMPANY 0.1%
Value ($000) $315 Shares 2,934 Est. Cost $61.75 Unrealized +13.3%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $306 Shares 2,185 Est. Cost $140.05 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.1%
Value ($000) $298 Shares 1,953 Est. Cost $133.92 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $289 Shares 4,213 Est. Cost $69.91 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $283 Shares 3,023 Est. Cost $88.62 Unrealized
USB US BANCORP 0.1%
Value ($000) $274 Shares 5,103 Est. Cost $24.26 Unrealized +55.6%
CNK CINEMARK HOLDINGS INC 0.1%
Value ($000) $272 Shares 7,500 Est. Cost $23.13 Unrealized +40.3%
SCHW SCHWAB (CHARLES) CORP 0.1%
Value ($000) $272 Shares 6,218 Est. Cost $34.52 Unrealized +7.6%
SEE SEALED AIR CORP 0.1%
Value ($000) $256 Shares 6,000 Est. Cost $27.32 Unrealized +39.7%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $251 Shares 1,780 Est. Cost $106.60 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $247 Shares 5,679 Est. Cost $43.49 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $244 Shares 2,573 Est. Cost $66.85 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL E 0.1%
Value ($000) $239 Shares 1,610 Est. Cost $124.68 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $237 Shares 5,135 Est. Cost $39.14 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFEN 0.1%
Value ($000) $216 Shares 1,214 Est. Cost $177.92 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $213 Shares 2,600 Est. Cost $63.78 Unrealized +7.0%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $208 Shares 4,255 Est. Cost $48.88 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $206 Shares 2,549 Est. Cost $55.44 Unrealized +10.5%
VTI VANGUARD TOTAL STOCK MARKET ET 0.1%
Value ($000) $204 Shares 1,575 Est. Cost $129.52 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $203 Shares 1,536 Est. Cost $96.43 Unrealized +9.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $202 Shares 1,031 Est. Cost $113.30 Unrealized +49.1%
REGAL ENTERTAINMENT GROUP-A 0.1%
Value ($000) $192 Shares 12,000 Est. Cost $17.93 Unrealized