Montecito Bank & Trust Diversified Active

CIK: 0001422508 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $307,446 (100.0% shares, 0.0% debt)

Holdings (177)

IWF ISHARES RUSSELL 1000 GROWTH ETF 7.3%
Value ($000) $22,351 Shares 165,960 Est. Cost $78.77 Unrealized
EFA ISHARES MSCI EAFE ETF 5.9%
Value ($000) $18,281 Shares 260,009 Est. Cost $59.12 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.7%
Value ($000) $17,402 Shares 139,956 Est. Cost $97.50 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.2%
Value ($000) $16,006 Shares 59,981 Est. Cost $217.79 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 4.5%
Value ($000) $13,882 Shares 73,147 Est. Cost $128.75 Unrealized
CWB SPDR BBG BARC CONVERTIBLE 4.2%
Value ($000) $12,767 Shares 252,316 Est. Cost $46.85 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 4.1%
Value ($000) $12,718 Shares 192,427 Est. Cost $58.95 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 4.1%
Value ($000) $12,510 Shares 265,491 Est. Cost $41.69 Unrealized
CWI SPDR MSCI ACWI EX-US 4.0%
Value ($000) $12,312 Shares 315,687 Est. Cost $34.49 Unrealized
EMB ISHARES JPMORGAN USD EMERGING MKTS BOND ETF 3.1%
Value ($000) $9,426 Shares 81,193 Est. Cost $114.80 Unrealized
VGK VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 2.9%
Value ($000) $9,049 Shares 152,990 Est. Cost $58.27 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.2%
Value ($000) $6,862 Shares 45,005 Est. Cost $123.81 Unrealized
KO COCA-COLA CO/THE 1.9%
Value ($000) $5,813 Shares 126,696 Est. Cost $30.39 Unrealized +17.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.5%
Value ($000) $4,653 Shares 24,919 Est. Cost $121.99 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $4,215 Shares 30,165 Est. Cost $66.95 Unrealized +65.8%
POWERSHARES QQQ TRUST 1.2%
Value ($000) $3,599 Shares 23,103 Est. Cost $121.45 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,272 Shares 38,244 Est. Cost $40.62 Unrealized +85.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.0%
Value ($000) $3,218 Shares 41,893 Est. Cost $84.94 Unrealized
CVX CHEVRON CORP 1.0%
Value ($000) $3,135 Shares 25,047 Est. Cost $70.13 Unrealized +19.1%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,827 Shares 33,801 Est. Cost $54.66 Unrealized +4.5%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.8%
Value ($000) $2,459 Shares 38,127 Est. Cost $49.12 Unrealized
DGRW WISDOMTREE US QUALITY DIVID 0.7%
Value ($000) $2,106 Shares 50,832 Est. Cost $33.05 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $2,060 Shares 37,647 Est. Cost $46.52 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $1,965 Shares 23,767 Est. Cost $69.90 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $1,928 Shares 7,172 Est. Cost $186.12 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,925 Shares 16,047 Est. Cost $69.85 Unrealized +27.4%
WFC WELLS FARGO & CO 0.6%
Value ($000) $1,894 Shares 31,229 Est. Cost $31.97 Unrealized +41.0%
INTC INTEL CORP 0.6%
Value ($000) $1,857 Shares 40,232 Est. Cost $22.95 Unrealized +59.3%
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $1,856 Shares 8,919 Est. Cost $179.23 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY 0.6%
Value ($000) $1,820 Shares 21,949 Est. Cost $65.08 Unrealized
IYW ISHARES DJ US TECHNOLOGY SEC ETF 0.6%
Value ($000) $1,710 Shares 10,503 Est. Cost $80.69 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,705 Shares 15,946 Est. Cost $50.84 Unrealized +60.0%
PFE PFIZER INC 0.5%
Value ($000) $1,685 Shares 46,510 Est. Cost $17.42 Unrealized +36.6%
MMM 3M CO 0.5%
Value ($000) $1,535 Shares 6,522 Est. Cost $85.98 Unrealized +68.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $1,535 Shares 4,443 Est. Cost $277.91 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.5%
Value ($000) $1,531 Shares 15,509 Est. Cost $77.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,513 Shares 28,591 Est. Cost $28.61 Unrealized +11.7%
V VISA INC-CLASS A SHARES 0.5%
Value ($000) $1,482 Shares 12,996 Est. Cost $69.67 Unrealized +49.8%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $1,465 Shares 22,916 Est. Cost $55.88 Unrealized
PG PROCTER & GAMBLE CO/THE 0.5%
Value ($000) $1,432 Shares 15,577 Est. Cost $59.72 Unrealized +21.7%
GOOGL ALPHABET INC-CL A 0.5%
Value ($000) $1,420 Shares 1,348 Est. Cost $46.62 Unrealized +9.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1,407 Shares 14,543 Est. Cost $47.58 Unrealized +40.6%
DEM WISDOMTREE EMERGING MARKETS 0.5%
Value ($000) $1,399 Shares 30,845 Est. Cost $36.61 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $1,389 Shares 11,235 Est. Cost $123.66 Unrealized
MCD MCDONALD'S CORP 0.4%
Value ($000) $1,381 Shares 8,026 Est. Cost $89.45 Unrealized +55.0%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $1,264 Shares 6,792 Est. Cost $98.07 Unrealized +57.5%
FDX FEDEX CORP 0.4%
Value ($000) $1,254 Shares 5,024 Est. Cost $136.42 Unrealized +45.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.4%
Value ($000) $1,206 Shares 43,194 Est. Cost $24.06 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,193 Shares 8,893 Est. Cost $76.86 Unrealized +31.1%
NVDA NVIDIA CORP 0.4%
Value ($000) $1,185 Shares 6,122 Est. Cost $1.12 Unrealized +338.1%
DIS WALT DISNEY CO/THE 0.4%
Value ($000) $1,183 Shares 11,008 Est. Cost $79.94 Unrealized +21.7%
META FACEBOOK INC-A 0.4%
Value ($000) $1,150 Shares 6,518 Est. Cost $98.65 Unrealized +77.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,093 Shares 17,833 Est. Cost $39.90 Unrealized +16.4%
POWERSHARES S&P SC HEALTH CARE 0.3%
Value ($000) $1,032 Shares 10,477 Est. Cost $49.53 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,025 Shares 7,641 Est. Cost $107.98 Unrealized +12.8%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $1,008 Shares 6,117 Est. Cost $138.51 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $995 Shares 4,055 Est. Cost $223.14 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.3%
Value ($000) $986 Shares 10,009 Est. Cost $66.30 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $888 Shares 5,791 Est. Cost $75.61 Unrealized +50.0%
IBM INTL BUSINESS MACHINES CORP 0.3%
Value ($000) $858 Shares 5,592 Est. Cost $106.69 Unrealized -4.3%
FISV FISERV INC 0.3%
Value ($000) $857 Shares 6,537 Est. Cost $41.58 Unrealized +55.3%
VYM VANGUARD HIGH DVD YIELD ETF 0.3%
Value ($000) $828 Shares 9,676 Est. Cost $77.54 Unrealized
DOWDUPONT INC 0.3%
Value ($000) $826 Shares 11,604 Est. Cost $69.40 Unrealized
PFF ISHARES S&P PREF STK ETF 0.3%
Value ($000) $822 Shares 21,579 Est. Cost $39.56 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $819 Shares 14,919 Est. Cost $43.54 Unrealized -8.9%
WMT WALMART INC 0.3%
Value ($000) $800 Shares 8,105 Est. Cost $20.15 Unrealized +33.1%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $777 Shares 20,266 Est. Cost $20.83 Unrealized +34.2%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $736 Shares 10,559 Est. Cost $41.19 Unrealized +29.3%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $720 Shares 10,057 Est. Cost $55.90 Unrealized +0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $718 Shares 27,088 Est. Cost $51.88 Unrealized
HEFA ISHA CURR HEDGED MSCI EAFE 0.2%
Value ($000) $717 Shares 24,162 Est. Cost $25.17 Unrealized
IHI ISHARES DJ US MEDICAL DEVICE ETF 0.2%
Value ($000) $707 Shares 4,075 Est. Cost $88.60 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $702 Shares 4,598 Est. Cost $96.23 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $693 Shares 4,496 Est. Cost $139.90 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $688 Shares 9,485 Est. Cost $59.72 Unrealized -5.8%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $669 Shares 9,552 Est. Cost $61.82 Unrealized
ALERIAN MLP ETF 0.2%
Value ($000) $666 Shares 61,699 Est. Cost $11.96 Unrealized
RWR SPDR DOW JONES REIT ETF 0.2%
Value ($000) $659 Shares 7,026 Est. Cost $82.36 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $650 Shares 7,836 Est. Cost $80.08 Unrealized
MRK MERCK & CO. INC. 0.2%
Value ($000) $640 Shares 11,379 Est. Cost $37.81 Unrealized +13.7%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $636 Shares 8,757 Est. Cost $81.64 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $632 Shares 3,790 Est. Cost $81.24 Unrealized +61.1%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $629 Shares 3,707 Est. Cost $88.13 Unrealized +48.5%
DES WISDOM TREE SMALL CAP DIVIDEND 0.2%
Value ($000) $614 Shares 21,141 Est. Cost $44.44 Unrealized
LYDALL INC 0.2%
Value ($000) $609 Shares 11,994 Est. Cost $14.59 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $607 Shares 3,195 Est. Cost $145.29 Unrealized +29.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $602 Shares 2,363 Est. Cost $154.09 Unrealized +33.1%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $598 Shares 5,654 Est. Cost $50.67 Unrealized +37.3%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.2%
Value ($000) $588 Shares 7,776 Est. Cost $68.54 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $584 Shares 6,913 Est. Cost $60.89 Unrealized +23.6%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $583 Shares 4,571 Est. Cost $99.03 Unrealized
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.2%
Value ($000) $575 Shares 10,778 Est. Cost $41.92 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $572 Shares 6,162 Est. Cost $49.93 Unrealized +56.7%
BIIB BIOGEN INC 0.2%
Value ($000) $570 Shares 1,791 Est. Cost $272.93 Unrealized +17.5%
T AT&T INC 0.2%
Value ($000) $565 Shares 14,528 Est. Cost $15.91 Unrealized -4.1%
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.2%
Value ($000) $561 Shares 6,290 Est. Cost $79.02 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $555 Shares 2,730 Est. Cost $107.62 Unrealized +58.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $552 Shares 7,737 Est. Cost $39.29 Unrealized -6.8%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $545 Shares 5,221 Est. Cost $55.70 Unrealized +39.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $541 Shares 3,431 Est. Cost $63.08 Unrealized +84.4%
CTMX CYTOMX THERAPEUTICS INC 0.2%
Value ($000) $540 Shares 25,602 Est. Cost $11.41 Unrealized +81.8%
ENB ENBRIDGE INC 0.2%
Value ($000) $538 Shares 13,753 Est. Cost $24.73 Unrealized -5.8%
GENERAL ELECTRIC CO 0.2%
Value ($000) $536 Shares 30,699 Est. Cost $27.04 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $535 Shares 4,434 Est. Cost $82.29 Unrealized +6.5%
IJK ISHARES S&P MIDCAP 400/GRWTH ETF 0.2%
Value ($000) $530 Shares 2,453 Est. Cost $163.41 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $510 Shares 8,663 Est. Cost $41.85 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $493 Shares 2,600 Est. Cost $62.61 Unrealized +126.3%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $492 Shares 1,898 Est. Cost $168.62 Unrealized +45.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $492 Shares 5,353 Est. Cost $43.94 Unrealized +35.8%
VCR VANGUARD CONSUMER DISCRE ETF 0.2%
Value ($000) $484 Shares 3,105 Est. Cost $140.44 Unrealized
RWO SPDR DOW JONES GL REAL ESTATE ETF 0.2%
Value ($000) $483 Shares 9,894 Est. Cost $50.02 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $481 Shares 10,188 Est. Cost $31.34 Unrealized +38.8%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $480 Shares 4,199 Est. Cost $90.93 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.2%
Value ($000) $479 Shares 8,429 Est. Cost $49.72 Unrealized
LOW LOWE'S COS INC 0.2%
Value ($000) $478 Shares 5,141 Est. Cost $61.71 Unrealized +15.4%
SVB FINANCIAL GROUP 0.2%
Value ($000) $468 Shares 2,000 Est. Cost $110.50 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $455 Shares 7,681 Est. Cost $41.54 Unrealized -2.4%
IJT ISHARES S&P SMALLCAP/600 GROWTH ETF 0.1%
Value ($000) $449 Shares 2,641 Est. Cost $121.43 Unrealized
VIS VANGUARD INDUSTRIES ETF 0.1%
Value ($000) $447 Shares 3,138 Est. Cost $126.24 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $442 Shares 1,869 Est. Cost $174.89 Unrealized +5.6%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $433 Shares 9,590 Est. Cost $42.05 Unrealized
VO VANGUARD IND FD MID-CAP 0.1%
Value ($000) $431 Shares 2,788 Est. Cost $107.55 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $427 Shares 2,439 Est. Cost $136.92 Unrealized +25.7%
KBE KBW BANK ETF 0.1%
Value ($000) $421 Shares 8,881 Est. Cost $28.96 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $416 Shares 8,068 Est. Cost $31.42 Unrealized +21.7%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $415 Shares 4,893 Est. Cost $78.50 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $412 Shares 2,641 Est. Cost $157.75 Unrealized -11.9%
STZ CONSTELLATION BRANDS INC-A 0.1%
Value ($000) $411 Shares 1,800 Est. Cost $141.06 Unrealized +34.8%
HPQ HP INC 0.1%
Value ($000) $395 Shares 18,788 Est. Cost $10.37 Unrealized +56.6%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $390 Shares 4,062 Est. Cost $57.42 Unrealized +17.5%
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $384 Shares 10,659 Est. Cost $37.87 Unrealized
MA MASTERCARD INC-CLASS A 0.1%
Value ($000) $376 Shares 2,487 Est. Cost $103.33 Unrealized +37.6%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $375 Shares 3,770 Est. Cost $70.25 Unrealized +12.9%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $373 Shares 5,162 Est. Cost $70.34 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $370 Shares 2,946 Est. Cost $110.37 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $369 Shares 8,678 Est. Cost $22.33 Unrealized +37.6%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $364 Shares 2,149 Est. Cost $109.11 Unrealized +25.4%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $363 Shares 18,288 Est. Cost $12.16 Unrealized +17.9%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $361 Shares 4,914 Est. Cost $67.65 Unrealized 0.0%
SCHW SCHWAB (CHARLES) CORP 0.1%
Value ($000) $359 Shares 6,991 Est. Cost $35.36 Unrealized +19.1%
DON WISDOM TREE MID CAP DIVIDEND 0.1%
Value ($000) $358 Shares 10,143 Est. Cost $54.93 Unrealized
SO SOUTHERN CO/THE 0.1%
Value ($000) $357 Shares 7,419 Est. Cost $31.14 Unrealized +17.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $357 Shares 7,969 Est. Cost $38.91 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $356 Shares 6,482 Est. Cost $41.61 Unrealized +29.0%
LKQ LKQ CORPORATION 0.1%
Value ($000) $350 Shares 8,610 Est. Cost $28.29 Unrealized +21.5%
STERICYCLE INC 0.1%
Value ($000) $349 Shares 5,135 Est. Cost $75.99 Unrealized
TSN TYSON FOODS INC-CL A 0.1%
Value ($000) $345 Shares 4,253 Est. Cost $55.04 Unrealized +11.6%
CELGENE CORP 0.1%
Value ($000) $343 Shares 3,282 Est. Cost $110.23 Unrealized
CTSH COGNIZANT TECH SOLUTIONS-A 0.1%
Value ($000) $342 Shares 4,813 Est. Cost $56.86 Unrealized +14.6%
EBAY EBAY INC 0.1%
Value ($000) $341 Shares 9,046 Est. Cost $27.79 Unrealized +18.9%
VDC VANGUARD CONSUMER STAPLE ETF 0.1%
Value ($000) $326 Shares 2,235 Est. Cost $140.92 Unrealized
DTE DTE ENERGY COMPANY 0.1%
Value ($000) $325 Shares 2,967 Est. Cost $61.87 Unrealized +16.8%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $325 Shares 2,185 Est. Cost $140.05 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE ETF 0.1%
Value ($000) $325 Shares 2,028 Est. Cost $134.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $315 Shares 6,873 Est. Cost $43.90 Unrealized
SEE SEALED AIR CORP 0.1%
Value ($000) $296 Shares 6,000 Est. Cost $27.32 Unrealized +45.4%
REGAL ENTERTAINMENT GROUP-A 0.1%
Value ($000) $276 Shares 12,000 Est. Cost $17.93 Unrealized
USB US BANCORP 0.1%
Value ($000) $273 Shares 5,103 Est. Cost $24.26 Unrealized +60.9%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $263 Shares 1,780 Est. Cost $106.60 Unrealized
CNK CINEMARK HOLDINGS INC 0.1%
Value ($000) $261 Shares 7,500 Est. Cost $23.13 Unrealized +38.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $253 Shares 1,343 Est. Cost $178.93 Unrealized
PCG P G & E CORP 0.1%
Value ($000) $247 Shares 5,499 Est. Cost $39.24 Unrealized +41.1%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.1%
Value ($000) $245 Shares 5,135 Est. Cost $39.14 Unrealized
XLB MATERIALS SELECT SPDR FUND 0.1%
Value ($000) $241 Shares 3,981 Est. Cost $60.54 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL ETF 0.1%
Value ($000) $240 Shares 1,560 Est. Cost $124.68 Unrealized
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $237 Shares 2,323 Est. Cost $66.85 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $235 Shares 2,375 Est. Cost $88.62 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $228 Shares 1,536 Est. Cost $96.43 Unrealized +11.5%
PSX PHILLIPS 66 0.1%
Value ($000) $223 Shares 2,199 Est. Cost $69.29 Unrealized 0.0%
DGS WISDOMTREE EMERGING MKTS S/C DIV FD 0.1%
Value ($000) $222 Shares 4,255 Est. Cost $48.88 Unrealized
NKE NIKE INC -CL B 0.1%
Value ($000) $213 Shares 3,400 Est. Cost $51.78 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $212 Shares 2,501 Est. Cost $55.44 Unrealized +15.6%
CMCSA COMCAST CORP-CLASS A 0.1%
Value ($000) $208 Shares 5,198 Est. Cost $30.68 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $208 Shares 404 Est. Cost $514.85 Unrealized
GOOG ALPHABET INC-CL C 0.1%
Value ($000) $202 Shares 193 Est. Cost $50.52 Unrealized 0.0%
EOG EOG RESOURCES INC 0.1%
Value ($000) $202 Shares 1,868 Est. Cost $75.40 Unrealized 0.0%
HEDJ WISDOMTREE EUROPE HEDGED EQU 0.1%
Value ($000) $201 Shares 3,150 Est. Cost $63.81 Unrealized