Montecito Bank & Trust Diversified Active

CIK: 0001422508 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 2, 2018

Total Value ($000): $312,192 (100.0% shares, 0.0% debt)

Holdings (198)

IWF ISHARES RUSSELL 1000 GROWTH ETF 8.3%
Value ($000) $26,006 Shares 180,851 Est. Cost $83.94 Unrealized
EFA ISHARES MSCI EAFE ETF 5.6%
Value ($000) $17,512 Shares 261,485 Est. Cost $59.51 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 4.7%
Value ($000) $14,666 Shares 75,297 Est. Cost $131.25 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.2%
Value ($000) $12,958 Shares 106,758 Est. Cost $97.50 Unrealized
SPY SPDR S&P 500 ETF TRUST 4.1%
Value ($000) $12,825 Shares 47,276 Est. Cost $217.79 Unrealized
CWB SPDR BBG BARC CONVERTIBLE 3.7%
Value ($000) $11,433 Shares 215,625 Est. Cost $49.60 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.3%
Value ($000) $10,164 Shares 160,387 Est. Cost $58.95 Unrealized
GOVT ISHARES CORE US TREASURY BOND ETF 2.5%
Value ($000) $7,783 Shares 316,091 Est. Cost $24.66 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 2.4%
Value ($000) $7,514 Shares 119,769 Est. Cost $58.45 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 2.4%
Value ($000) $7,350 Shares 169,621 Est. Cost $41.73 Unrealized
CWI SPDR MSCI ACWI EX-US 2.0%
Value ($000) $6,307 Shares 170,387 Est. Cost $34.49 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 1.9%
Value ($000) $5,836 Shares 116,323 Est. Cost $50.16 Unrealized
KO COCA-COLA CO/THE 1.8%
Value ($000) $5,703 Shares 130,016 Est. Cost $30.49 Unrealized +11.6%
IWM ISHARES RUSSELL 2000 ETF 1.8%
Value ($000) $5,610 Shares 34,257 Est. Cost $124.80 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.7%
Value ($000) $5,217 Shares 25,531 Est. Cost $123.80 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,183 Shares 42,425 Est. Cost $45.55 Unrealized +97.1%
MTUM ISHARES EDGE MSCI USA MOMENT 1.3%
Value ($000) $4,165 Shares 37,965 Est. Cost $105.93 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,886 Shares 32,026 Est. Cost $69.64 Unrealized +44.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.2%
Value ($000) $3,727 Shares 44,665 Est. Cost $84.75 Unrealized
QQQ INVESCO QQQ TRUST 1.2%
Value ($000) $3,621 Shares 21,093 Est. Cost $171.67 Unrealized
CVX CHEVRON CORP 1.0%
Value ($000) $3,277 Shares 25,924 Est. Cost $71.30 Unrealized +25.0%
IWR ISHARES RUSSELL MIDCAP ETF 1.0%
Value ($000) $3,253 Shares 15,336 Est. Cost $191.04 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,999 Shares 36,246 Est. Cost $54.78 Unrealized +2.5%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $2,554 Shares 9,353 Est. Cost $206.49 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.8%
Value ($000) $2,357 Shares 33,926 Est. Cost $59.74 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $2,237 Shares 21,469 Est. Cost $60.93 Unrealized +46.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.7%
Value ($000) $2,204 Shares 26,397 Est. Cost $71.19 Unrealized
GOOGL ALPHABET INC-CL A 0.7%
Value ($000) $2,092 Shares 1,853 Est. Cost $48.89 Unrealized +10.4%
XLY CONSUMER DISCRETIONARY SELT 0.6%
Value ($000) $1,995 Shares 18,252 Est. Cost $82.78 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,859 Shares 51,239 Est. Cost $18.05 Unrealized +34.7%
INTC INTEL CORP 0.6%
Value ($000) $1,855 Shares 37,317 Est. Cost $22.95 Unrealized +96.3%
IYW ISHARES DJ US TECHNOLOGY SEC ETF 0.6%
Value ($000) $1,850 Shares 10,377 Est. Cost $80.69 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.6%
Value ($000) $1,824 Shares 35,197 Est. Cost $46.52 Unrealized
SPDR S&P OIL & GAS EXP & PR 0.6%
Value ($000) $1,740 Shares 40,407 Est. Cost $43.06 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY 0.5%
Value ($000) $1,710 Shares 20,490 Est. Cost $65.08 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $1,699 Shares 7,170 Est. Cost $1.86 Unrealized +223.4%
XLF FINANCIAL SELECT SECTOR SPDR 0.5%
Value ($000) $1,685 Shares 63,386 Est. Cost $25.46 Unrealized
V VISA INC-CLASS A SHARES 0.5%
Value ($000) $1,665 Shares 12,570 Est. Cost $69.67 Unrealized +75.2%
VCSH VANGUARD SHORT-TERM CORP BO 0.5%
Value ($000) $1,633 Shares 20,907 Est. Cost $78.11 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,609 Shares 17,370 Est. Cost $53.49 Unrealized +31.8%
WFC WELLS FARGO & CO 0.5%
Value ($000) $1,608 Shares 29,008 Est. Cost $31.97 Unrealized +35.6%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $1,548 Shares 7,406 Est. Cost $106.27 Unrealized +67.3%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,538 Shares 30,573 Est. Cost $28.86 Unrealized +11.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $1,512 Shares 4,260 Est. Cost $277.91 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $1,493 Shares 34,698 Est. Cost $26.31 Unrealized +32.0%
DGRW WISDOMTREE US QUALITY DIVID 0.5%
Value ($000) $1,474 Shares 35,946 Est. Cost $33.05 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,421 Shares 13,049 Est. Cost $69.85 Unrealized +17.0%
PG PROCTER & GAMBLE CO/THE 0.4%
Value ($000) $1,369 Shares 17,543 Est. Cost $60.87 Unrealized +1.5%
PSCH INVESCO S&P SMALLCAP HEALTH CARE ETF 0.4%
Value ($000) $1,323 Shares 10,289 Est. Cost $128.58 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,314 Shares 6,680 Est. Cost $87.58 Unrealized +48.6%
EMB ISHARES JPMORGAN USD EMERGING MKTS BOND ETF 0.4%
Value ($000) $1,298 Shares 12,160 Est. Cost $114.80 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $1,259 Shares 8,888 Est. Cost $79.34 Unrealized +48.4%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.4%
Value ($000) $1,254 Shares 12,835 Est. Cost $74.11 Unrealized
DEM WISDOMTREE EMERGING MARKETS 0.4%
Value ($000) $1,218 Shares 28,403 Est. Cost $36.61 Unrealized
RSP Invesco Exchange Trd Fd Tr S&P500 Eql Wgt 0.4%
Value ($000) $1,137 Shares 11,159 Est. Cost $101.89 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $1,137 Shares 5,005 Est. Cost $136.42 Unrealized +58.7%
META FACEBOOK INC-A 0.4%
Value ($000) $1,120 Shares 5,763 Est. Cost $103.41 Unrealized +73.5%
MCD MCDONALD'S CORP 0.4%
Value ($000) $1,103 Shares 7,035 Est. Cost $89.45 Unrealized +51.5%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,088 Shares 9,170 Est. Cost $123.66 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,079 Shares 15,510 Est. Cost $43.55 Unrealized +18.9%
ILF ISHARES LATIN AMERICA INDEX ETF 0.3%
Value ($000) $1,071 Shares 36,178 Est. Cost $37.57 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,052 Shares 6,925 Est. Cost $147.95 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,051 Shares 18,986 Est. Cost $41.42 Unrealized -1.9%
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $988 Shares 13,006 Est. Cost $68.76 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.3%
Value ($000) $949 Shares 12,321 Est. Cost $77.02 Unrealized
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $941 Shares 8,979 Est. Cost $79.94 Unrealized +21.6%
SCHW SCHWAB (CHARLES) CORP 0.3%
Value ($000) $932 Shares 18,243 Est. Cost $43.32 Unrealized +15.1%
FISV FISERV INC 0.3%
Value ($000) $913 Shares 12,333 Est. Cost $55.27 Unrealized +31.4%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $885 Shares 12,810 Est. Cost $44.31 Unrealized +32.4%
VYM VANGUARD HIGH DVD YIELD ETF 0.3%
Value ($000) $875 Shares 10,530 Est. Cost $77.91 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.3%
Value ($000) $865 Shares 12,072 Est. Cost $71.01 Unrealized
PFF ISHARES S&P PREF STK ETF 0.3%
Value ($000) $844 Shares 22,393 Est. Cost $39.48 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $837 Shares 5,965 Est. Cost $107.98 Unrealized +23.1%
IJK ISHARES S&P MIDCAP 400/GRWTH ETF 0.3%
Value ($000) $836 Shares 3,723 Est. Cost $184.27 Unrealized
GOOG ALPHABET INC-CL C 0.3%
Value ($000) $810 Shares 726 Est. Cost $53.57 Unrealized +0.1%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $794 Shares 5,509 Est. Cost $75.61 Unrealized +50.2%
IHI ISHARES DJ US MEDICAL DEVICE ETF 0.3%
Value ($000) $783 Shares 3,900 Est. Cost $88.60 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $776 Shares 11,779 Est. Cost $69.35 Unrealized
IJT ISHARES S&P SMALLCAP/600 GROWTH ETF 0.2%
Value ($000) $767 Shares 4,059 Est. Cost $145.02 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $765 Shares 9,391 Est. Cost $80.21 Unrealized
WMT WALMART INC 0.2%
Value ($000) $761 Shares 8,887 Est. Cost $23.06 Unrealized +9.5%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $759 Shares 10,706 Est. Cost $55.65 Unrealized -5.3%
MRK MERCK & CO. INC. 0.2%
Value ($000) $743 Shares 12,234 Est. Cost $38.24 Unrealized +16.4%
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $727 Shares 26,288 Est. Cost $51.88 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $707 Shares 4,348 Est. Cost $96.23 Unrealized
HEFA ISHA CURR HEDGED MSCI EAFE 0.2%
Value ($000) $693 Shares 23,412 Est. Cost $25.17 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.2%
Value ($000) $688 Shares 4,925 Est. Cost $106.69 Unrealized -6.3%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $664 Shares 11,071 Est. Cost $77.29 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $653 Shares 4,807 Est. Cost $86.96 Unrealized +45.5%
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $650 Shares 9,137 Est. Cost $71.14 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $644 Shares 7,981 Est. Cost $52.40 Unrealized +8.0%
ALERIAN MLP ETF 0.2%
Value ($000) $634 Shares 62,745 Est. Cost $11.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $616 Shares 2,975 Est. Cost $145.29 Unrealized +43.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $611 Shares 9,494 Est. Cost $59.72 Unrealized -13.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $595 Shares 10,482 Est. Cost $37.43 Unrealized -14.0%
HD HOME DEPOT INC 0.2%
Value ($000) $592 Shares 3,036 Est. Cost $76.34 Unrealized +103.1%
ETFMG PRIME CYBER SECURITY ETF 0.2%
Value ($000) $590 Shares 15,959 Est. Cost $36.97 Unrealized
SVB FINANCIAL GROUP 0.2%
Value ($000) $578 Shares 2,000 Est. Cost $110.50 Unrealized
RWR SPDR DOW JONES REIT ETF 0.2%
Value ($000) $577 Shares 6,138 Est. Cost $82.53 Unrealized
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $573 Shares 2,350 Est. Cost $136.92 Unrealized +72.8%
GWW WW GRAINGER INC 0.2%
Value ($000) $567 Shares 1,837 Est. Cost $174.89 Unrealized +54.1%
DHR DANAHER CORP 0.2%
Value ($000) $561 Shares 5,685 Est. Cost $49.93 Unrealized +72.2%
DES WISDOM TREE SMALL CAP DIVIDEND 0.2%
Value ($000) $560 Shares 18,895 Est. Cost $44.44 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $557 Shares 5,058 Est. Cost $55.70 Unrealized +56.7%
IJJ ISHARES S&P MIDCAP 400/VALUE ETF 0.2%
Value ($000) $555 Shares 3,426 Est. Cost $148.41 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $554 Shares 6,485 Est. Cost $61.12 Unrealized +20.6%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.2%
Value ($000) $546 Shares 9,968 Est. Cost $41.92 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $544 Shares 8,922 Est. Cost $43.23 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $527 Shares 3,968 Est. Cost $90.29 Unrealized +28.4%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $525 Shares 3,790 Est. Cost $81.24 Unrealized +51.0%
LYDALL INC 0.2%
Value ($000) $524 Shares 11,994 Est. Cost $14.59 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.2%
Value ($000) $517 Shares 10,032 Est. Cost $50.57 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $510 Shares 1,755 Est. Cost $272.93 Unrealized +3.0%
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $502 Shares 6,026 Est. Cost $79.14 Unrealized +0.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $493 Shares 2,236 Est. Cost $154.09 Unrealized +30.2%
CTMX CYTOMX THERAPEUTICS INC 0.2%
Value ($000) $493 Shares 21,561 Est. Cost $11.41 Unrealized +124.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $492 Shares 2,637 Est. Cost $107.62 Unrealized +59.9%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $489 Shares 3,909 Est. Cost $99.03 Unrealized
VO VANGUARD IND FD MID-CAP 0.2%
Value ($000) $483 Shares 3,063 Est. Cost $121.54 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.2%
Value ($000) $482 Shares 10,846 Est. Cost $24.60 Unrealized +37.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $467 Shares 4,434 Est. Cost $82.29 Unrealized -3.5%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $466 Shares 4,893 Est. Cost $78.50 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $462 Shares 4,199 Est. Cost $90.93 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.1%
Value ($000) $459 Shares 5,192 Est. Cost $79.02 Unrealized
T AT&T INC 0.1%
Value ($000) $457 Shares 14,212 Est. Cost $15.91 Unrealized -8.7%
XSOE WISDOMTREE EM EX-STATE-OWNED ENTERPRISES 0.1%
Value ($000) $451 Shares 15,345 Est. Cost $29.39 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $451 Shares 6,695 Est. Cost $67.23 Unrealized -1.5%
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $448 Shares 8,284 Est. Cost $31.76 Unrealized +25.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $446 Shares 1,616 Est. Cost $168.62 Unrealized +56.4%
SYY SYSCO CORP 0.1%
Value ($000) $430 Shares 6,286 Est. Cost $50.48 Unrealized +3.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $428 Shares 9,987 Est. Cost $39.72 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $425 Shares 9,638 Est. Cost $32.13 Unrealized +28.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $424 Shares 3,825 Est. Cost $43.94 Unrealized +87.9%
CNK CINEMARK HOLDINGS INC 0.1%
Value ($000) $421 Shares 12,000 Est. Cost $27.12 Unrealized +24.5%
KBE KBW BANK ETF 0.1%
Value ($000) $419 Shares 8,881 Est. Cost $28.96 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL ETF 0.1%
Value ($000) $418 Shares 2,560 Est. Cost $139.76 Unrealized
XLB MATERIALS SELECT SPDR FUND 0.1%
Value ($000) $404 Shares 6,953 Est. Cost $59.03 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $401 Shares 3,746 Est. Cost $57.87 Unrealized +28.1%
LOW LOWE'S COS INC 0.1%
Value ($000) $400 Shares 4,193 Est. Cost $62.35 Unrealized +26.2%
MA MASTERCARD INC-CLASS A 0.1%
Value ($000) $399 Shares 2,028 Est. Cost $103.33 Unrealized +74.5%
HPQ HP INC 0.1%
Value ($000) $394 Shares 17,378 Est. Cost $10.37 Unrealized +66.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $388 Shares 1,887 Est. Cost $30.06 Unrealized +10.9%
PENNX Royce Pennsylvania Mutual Fund 0.1%
Value ($000) $385 Shares 34,626 Est. Cost $11.12 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.1%
Value ($000) $383 Shares 1,748 Est. Cost $141.93 Unrealized +40.7%
EL ESTEE LAUDER COMPANIES-CL A 0.1%
Value ($000) $381 Shares 2,666 Est. Cost $125.48 Unrealized +7.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $369 Shares 7,019 Est. Cost $52.57 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $368 Shares 2,758 Est. Cost $157.11 Unrealized -12.3%
NATIONAL OILWELL VARCO INC 0.1%
Value ($000) $368 Shares 8,479 Est. Cost $37.87 Unrealized
CTSH COGNIZANT TECH SOLUTIONS-A 0.1%
Value ($000) $365 Shares 4,620 Est. Cost $56.86 Unrealized +23.8%
DTE DTE ENERGY COMPANY 0.1%
Value ($000) $362 Shares 3,490 Est. Cost $62.66 Unrealized +6.9%
WCMIX Investment Mangers Ser Tr WCM 0.1%
Value ($000) $362 Shares 22,373 Est. Cost $16.00 Unrealized
NKE NIKE INC -CL B 0.1%
Value ($000) $360 Shares 4,521 Est. Cost $55.20 Unrealized +15.7%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $352 Shares 3,832 Est. Cost $71.04 Unrealized +16.8%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $348 Shares 16,533 Est. Cost $12.24 Unrealized +25.0%
NFLX NETFLIX INC 0.1%
Value ($000) $346 Shares 885 Est. Cost $34.09 Unrealized 0.0%
GIS GENERAL MILLS INC 0.1%
Value ($000) $345 Shares 7,793 Est. Cost $41.36 Unrealized -19.2%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $343 Shares 2,453 Est. Cost $111.20 Unrealized +10.1%
IGV ISHARES NORTH AMERICAN TECH- SOFTWARE ETF 0.1%
Value ($000) $341 Shares 1,864 Est. Cost $182.94 Unrealized
STERICYCLE INC 0.1%
Value ($000) $341 Shares 5,229 Est. Cost $75.06 Unrealized
CELGENE CORP 0.1%
Value ($000) $339 Shares 4,265 Est. Cost $104.61 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $336 Shares 5,559 Est. Cost $66.95 Unrealized -11.1%
TSN TYSON FOODS INC-CL A 0.1%
Value ($000) $333 Shares 4,842 Est. Cost $55.63 Unrealized +1.1%
LKQ LKQ CORPORATION 0.1%
Value ($000) $331 Shares 10,373 Est. Cost $28.63 Unrealized +4.6%
SO SOUTHERN CO/THE 0.1%
Value ($000) $320 Shares 6,925 Est. Cost $31.14 Unrealized +5.5%
SKYY FIRST CLOUD COMPUTING ETF 0.1%
Value ($000) $318 Shares 5,976 Est. Cost $53.21 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $315 Shares 8,516 Est. Cost $41.99 Unrealized -0.7%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $314 Shares 2,280 Est. Cost $137.72 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $311 Shares 8,582 Est. Cost $27.98 Unrealized +23.8%
GENERAL ELECTRIC CO 0.1%
Value ($000) $301 Shares 22,058 Est. Cost $27.04 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $299 Shares 1,918 Est. Cost $110.14 Unrealized
DON WISDOM TREE MID CAP DIVIDEND 0.1%
Value ($000) $295 Shares 8,254 Est. Cost $54.93 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.1%
Value ($000) $293 Shares 7,161 Est. Cost $35.14 Unrealized -5.1%
BLACKROCK INC 0.1%
Value ($000) $286 Shares 575 Est. Cost $512.53 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $285 Shares 7,994 Est. Cost $24.73 Unrealized -20.0%
Infineon Technolog Ord NPV 0.1%
Value ($000) $285 Shares 11,900 Est. Cost $23.95 Unrealized
VFC VF CORP 0.1%
Value ($000) $283 Shares 3,477 Est. Cost $75.34 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $278 Shares 2,469 Est. Cost $70.80 Unrealized +17.4%
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $270 Shares 2,657 Est. Cost $71.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $265 Shares 1,890 Est. Cost $140.21 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.1%
Value ($000) $261 Shares 2,539 Est. Cost $104.20 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $261 Shares 1,976 Est. Cost $110.37 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $258 Shares 4,927 Est. Cost $46.70 Unrealized +13.0%
SEE SEALED AIR CORP 0.1%
Value ($000) $255 Shares 6,000 Est. Cost $27.32 Unrealized +40.1%
DWX Spdr Index Shs Fds S&P Intl ETF 0.1%
Value ($000) $253 Shares 6,599 Est. Cost $38.34 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $252 Shares 2,390 Est. Cost $105.44 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $243 Shares 2,090 Est. Cost $99.23 Unrealized 0.0%
USB US BANCORP 0.1%
Value ($000) $242 Shares 4,848 Est. Cost $24.26 Unrealized +53.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $241 Shares 1,442 Est. Cost $31.81 Unrealized +5.0%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.1%
Value ($000) $236 Shares 5,135 Est. Cost $39.14 Unrealized
EOG EOG RESOURCES INC 0.1%
Value ($000) $231 Shares 1,857 Est. Cost $87.22 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $228 Shares 914 Est. Cost $223.14 Unrealized
PCG P G & E CORP 0.1%
Value ($000) $221 Shares 5,199 Est. Cost $39.24 Unrealized +9.2%
CMCSA COMCAST CORP-CLASS A 0.1%
Value ($000) $216 Shares 6,596 Est. Cost $26.85 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $211 Shares 1,138 Est. Cost $41.65 Unrealized 0.0%
VYMI VANGUARD INTL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $208 Shares 3,333 Est. Cost $66.17 Unrealized
VGK VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 0.1%
Value ($000) $207 Shares 3,695 Est. Cost $58.27 Unrealized
IGSB ISHARES TR 1 3 YR CR BD ETF 0.1%
Value ($000) $207 Shares 2,000 Est. Cost $103.50 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $201 Shares 4,617 Est. Cost $42.05 Unrealized