Roundview Capital LLC Diversified Active

CIK: 0001476804 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $311,565 (100.0% shares, 0.0% debt)

Holdings (194)

BRK/B Berkshire Hthwy Cl B 10.6%
Value ($000) $32,874 Shares 201,704 Est. Cost $125.37 Unrealized +22.8%
AAPL Apple Inc 2.7%
Value ($000) $8,312 Shares 71,766 Est. Cost $19.94 Unrealized +30.8%
DIS Disney Walt Co Com 2.1%
Value ($000) $6,689 Shares 64,185 Est. Cost $82.24 Unrealized +10.3%
VCSH Vanguard Sht Term Corp Bnd Fd 2.1%
Value ($000) $6,613 Shares 83,316 Est. Cost $79.89 Unrealized
BND Vanguard Total Bond Market 2.0%
Value ($000) $6,219 Shares 76,980 Est. Cost $83.26 Unrealized
BAC Bank of America Corp 1.8%
Value ($000) $5,504 Shares 249,048 Est. Cost $11.60 Unrealized +35.1%
GOOG Alphabet Inc Cl C 1.8%
Value ($000) $5,481 Shares 7,101 Est. Cost $35.66 Unrealized +8.4%
JNJ Johnson & Johnson Com 1.7%
Value ($000) $5,223 Shares 45,335 Est. Cost $72.49 Unrealized +23.8%
MSFT Microsoft Corp Com 1.7%
Value ($000) $5,169 Shares 83,189 Est. Cost $34.66 Unrealized +55.6%
XLE Energy Select Sector SPDR 1.6%
Value ($000) $4,864 Shares 64,573 Est. Cost $65.38 Unrealized
WFC Wells Fargo & Co New Com 1.5%
Value ($000) $4,536 Shares 82,303 Est. Cost $37.92 Unrealized +2.9%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $4,417 Shares 51,192 Est. Cost $41.39 Unrealized +44.7%
FDX FedEx Corp 1.4%
Value ($000) $4,238 Shares 22,758 Est. Cost $136.95 Unrealized +15.6%
AXP American Express Co Com 1.3%
Value ($000) $4,117 Shares 55,581 Est. Cost $66.52 Unrealized -8.3%
CAT Caterpillar Inc 1.3%
Value ($000) $4,074 Shares 43,925 Est. Cost $56.08 Unrealized +31.5%
Walgreens Boots Alliance Inc 1.2%
Value ($000) $3,873 Shares 46,800 Est. Cost $77.99 Unrealized
MA MasterCard Inc Cl A 1.2%
Value ($000) $3,716 Shares 35,990 Est. Cost $78.22 Unrealized +25.6%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $3,241 Shares 35,910 Est. Cost $52.73 Unrealized +10.3%
Du Pont (E.I.) De Nemours 1.0%
Value ($000) $3,136 Shares 42,718 Est. Cost $53.31 Unrealized
KO Coca Cola Co Com 1.0%
Value ($000) $3,120 Shares 75,250 Est. Cost $28.51 Unrealized +9.5%
SCHW Charles Schwab Corp Com 1.0%
Value ($000) $3,119 Shares 79,025 Est. Cost $23.22 Unrealized +36.9%
VTI Vanguard US Total Stock Mkt ET 1.0%
Value ($000) $3,015 Shares 26,145 Est. Cost $102.28 Unrealized
PowerShares QQQ Nasdaq 100 0.9%
Value ($000) $2,863 Shares 24,161 Est. Cost $99.79 Unrealized
L Loews Corp Com 0.9%
Value ($000) $2,826 Shares 60,340 Est. Cost $36.67 Unrealized +14.8%
USG Corp 0.9%
Value ($000) $2,776 Shares 96,110 Est. Cost $25.78 Unrealized
SCHB Schwab US Broad Market ETF 0.9%
Value ($000) $2,755 Shares 50,855 Est. Cost $47.85 Unrealized
MCD McDonald's Corporation 0.9%
Value ($000) $2,722 Shares 22,363 Est. Cost $80.03 Unrealized +17.8%
CSL Carlisle Cos Inc Com 0.9%
Value ($000) $2,713 Shares 24,600 Est. Cost $62.87 Unrealized +54.8%
MUB iShares S&P Nat Muni Bond Fd 0.8%
Value ($000) $2,601 Shares 24,040 Est. Cost $108.85 Unrealized
United Technologies Corp 0.8%
Value ($000) $2,562 Shares 23,375 Est. Cost $99.69 Unrealized
PBF PBF Energy Inc Cl A 0.8%
Value ($000) $2,530 Shares 90,730 Est. Cost $28.60 Unrealized -14.7%
PSX Phillips 66 0.8%
Value ($000) $2,505 Shares 28,987 Est. Cost $54.87 Unrealized +6.9%
PG Procter & Gamble Co Com 0.8%
Value ($000) $2,470 Shares 29,381 Est. Cost $58.09 Unrealized +14.9%
Celgene Corp 0.8%
Value ($000) $2,468 Shares 21,318 Est. Cost $106.86 Unrealized
General Elec Co Com 0.8%
Value ($000) $2,417 Shares 76,472 Est. Cost $26.68 Unrealized
SLB Schlumberger Ltd Com 0.8%
Value ($000) $2,401 Shares 28,601 Est. Cost $55.71 Unrealized +13.1%
PYPL Paypal Holdings Inc 0.8%
Value ($000) $2,368 Shares 60,000 Est. Cost $35.85 Unrealized +11.8%
KHC Kraft Heinz Co 0.8%
Value ($000) $2,361 Shares 27,040 Est. Cost $47.70 Unrealized +18.4%
WMT Wal Mart Stores Inc Com 0.7%
Value ($000) $2,244 Shares 32,471 Est. Cost $19.55 Unrealized +1.8%
ABBV AbbVie Inc 0.7%
Value ($000) $2,165 Shares 34,576 Est. Cost $39.31 Unrealized +6.3%
Howard Hughes Corp 0.7%
Value ($000) $2,151 Shares 18,855 Est. Cost $116.23 Unrealized
IBM Intl Business Machines Corp 0.7%
Value ($000) $2,145 Shares 12,923 Est. Cost $103.91 Unrealized -0.8%
CVX Chevron Corp 0.7%
Value ($000) $2,082 Shares 17,686 Est. Cost $68.94 Unrealized +7.1%
EEM iShares MSCI Emerging Mkt 0.7%
Value ($000) $2,071 Shares 59,148 Est. Cost $35.51 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.7%
Value ($000) $2,048 Shares 39,765 Est. Cost $51.92 Unrealized
MRK Merck & Co Inc Com 0.6%
Value ($000) $2,023 Shares 34,371 Est. Cost $35.03 Unrealized +25.9%
C Citigroup Inc Com 0.6%
Value ($000) $2,016 Shares 33,925 Est. Cost $33.26 Unrealized +22.2%
DHR Danaher Corp 0.6%
Value ($000) $1,959 Shares 25,172 Est. Cost $39.52 Unrealized +67.9%
MMM 3M Co 0.6%
Value ($000) $1,943 Shares 10,879 Est. Cost $64.64 Unrealized +64.3%
UPS United Parcel Service Cl B 0.6%
Value ($000) $1,918 Shares 16,729 Est. Cost $56.54 Unrealized +42.0%
UNH UnitedHealth Group Inc 0.6%
Value ($000) $1,870 Shares 11,684 Est. Cost $60.62 Unrealized +113.1%
SCHD Schwab US Dvd Equity ETF 0.6%
Value ($000) $1,868 Shares 42,877 Est. Cost $38.02 Unrealized
VZ Verizon Communications Inc 0.6%
Value ($000) $1,852 Shares 34,693 Est. Cost $28.09 Unrealized +10.3%
QSR Restaurant Brands Intl 0.6%
Value ($000) $1,819 Shares 38,163 Est. Cost $38.63 Unrealized +19.4%
LYB Lyondellbasell Indu Cl A 0.6%
Value ($000) $1,810 Shares 21,100 Est. Cost $48.05 Unrealized +2.8%
VYM Vanguard High Dvd Yield ETF 0.6%
Value ($000) $1,807 Shares 23,849 Est. Cost $67.21 Unrealized
NKE Nike Inc Cl B 0.6%
Value ($000) $1,791 Shares 35,237 Est. Cost $42.16 Unrealized +8.1%
PFE Pfizer Inc Com 0.6%
Value ($000) $1,791 Shares 55,150 Est. Cost $18.15 Unrealized +13.0%
T AT&T Inc 0.6%
Value ($000) $1,780 Shares 41,842 Est. Cost $13.23 Unrealized +16.9%
SCHH Schwab US REIT ETF 0.5%
Value ($000) $1,667 Shares 40,620 Est. Cost $42.67 Unrealized
HYS Pimco 0-5 Year H/Y Corp Bond 0.5%
Value ($000) $1,614 Shares 16,162 Est. Cost $103.46 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $1,601 Shares 6,687 Est. Cost $136.07 Unrealized +23.3%
DGT SPDR Global Dow ETF 0.5%
Value ($000) $1,596 Shares 22,965 Est. Cost $62.18 Unrealized
XLU Utilities Select Sector SPDR 0.5%
Value ($000) $1,583 Shares 32,600 Est. Cost $49.44 Unrealized
MOS The Mosaic Co 0.5%
Value ($000) $1,523 Shares 51,920 Est. Cost $22.04 Unrealized +3.9%
PEP Pepsico Inc 0.5%
Value ($000) $1,452 Shares 13,875 Est. Cost $57.23 Unrealized +38.7%
Royal Dutch Shell PLC-ADR 0.5%
Value ($000) $1,449 Shares 26,650 Est. Cost $55.08 Unrealized
META Facebook Inc Cl A 0.5%
Value ($000) $1,444 Shares 12,554 Est. Cost $109.68 Unrealized +11.2%
USB US Bancorp Del Com 0.5%
Value ($000) $1,438 Shares 28,000 Est. Cost $29.81 Unrealized +13.3%
PowerShares Senior Loan 0.5%
Value ($000) $1,425 Shares 61,015 Est. Cost $23.35 Unrealized
SCHF Schwab Intl Equity ETF 0.4%
Value ($000) $1,389 Shares 50,182 Est. Cost $29.12 Unrealized
IGIB iShares Intermediate Credit 0.4%
Value ($000) $1,383 Shares 12,785 Est. Cost $109.57 Unrealized
IWN iShares Russell 2000 Value 0.4%
Value ($000) $1,345 Shares 11,305 Est. Cost $96.43 Unrealized
FLR Fluor Corp 0.4%
Value ($000) $1,313 Shares 25,000 Est. Cost $46.78 Unrealized +2.7%
Leucadia Natl Corp Com 0.4%
Value ($000) $1,293 Shares 55,600 Est. Cost $17.65 Unrealized
HON Honeywell Int'l Inc 0.4%
Value ($000) $1,276 Shares 11,014 Est. Cost $53.70 Unrealized +56.8%
QCOM Qualcomm Inc 0.4%
Value ($000) $1,253 Shares 19,225 Est. Cost $44.44 Unrealized +17.6%
RHI Robert Half Intl Inc Com 0.4%
Value ($000) $1,244 Shares 25,500 Est. Cost $40.43 Unrealized +5.9%
iShares Gold Trust 0.4%
Value ($000) $1,236 Shares 111,529 Est. Cost $11.82 Unrealized
VBR Vanguard Small-Cap Value ETF 0.4%
Value ($000) $1,226 Shares 10,135 Est. Cost $105.29 Unrealized
EDIV SPDR S&P Emerging Markets 0.4%
Value ($000) $1,200 Shares 45,359 Est. Cost $29.95 Unrealized
SCHP Schwab U.S. Tips ETF 0.4%
Value ($000) $1,188 Shares 21,660 Est. Cost $54.85 Unrealized
BP BP PLC Spn ADR 0.4%
Value ($000) $1,150 Shares 30,754 Est. Cost $39.45 Unrealized
JCI Johnson Controls Intl PLC 0.4%
Value ($000) $1,148 Shares 27,871 Est. Cost $33.21 Unrealized +3.3%
LQD iShares IBOXX Inv Gr Corp Bd 0.4%
Value ($000) $1,137 Shares 9,702 Est. Cost $117.53 Unrealized
NSRGY Nestle SA Spn ADR 0.4%
Value ($000) $1,116 Shares 15,553 Est. Cost $77.31 Unrealized
MU Micron Technology Inc 0.4%
Value ($000) $1,101 Shares 50,250 Est. Cost $14.88 Unrealized +23.1%
SCHE Schwab Emerging Markets Equity 0.3%
Value ($000) $1,089 Shares 50,505 Est. Cost $20.27 Unrealized
COR AmeriSourceBergen Corp 0.3%
Value ($000) $1,079 Shares 13,800 Est. Cost $59.88 Unrealized -1.9%
VWO Vanguard Emerging Market ETF 0.3%
Value ($000) $1,047 Shares 29,250 Est. Cost $38.48 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $1,028 Shares 15,670 Est. Cost $36.79 Unrealized +62.4%
TRV The Travelers Cos Inc 0.3%
Value ($000) $1,025 Shares 8,369 Est. Cost $67.12 Unrealized +39.2%
Liberty Braves Group A 0.3%
Value ($000) $1,012 Shares 49,414 Est. Cost $18.07 Unrealized
AME Ametek Inc 0.3%
Value ($000) $1,008 Shares 20,750 Est. Cost $48.73 Unrealized -8.5%
DIA SPDR DJIA Trust 0.3%
Value ($000) $995 Shares 5,037 Est. Cost $162.59 Unrealized
AMGN Amgen Inc 0.3%
Value ($000) $992 Shares 6,787 Est. Cost $116.50 Unrealized -1.8%
HOG Harley-Davidson Inc 0.3%
Value ($000) $989 Shares 16,955 Est. Cost $56.35 Unrealized +1.2%
JPMorgan Alerian MLP Index 0.3%
Value ($000) $982 Shares 31,075 Est. Cost $31.62 Unrealized
BRK/A Berkshire Hthwy Cl A 0.3%
Value ($000) $976 Shares 4 Est. Cost $181590.31 Unrealized +27.1%
BUD Anheuser-Busch InBev Spn ADR 0.3%
Value ($000) $973 Shares 9,225 Est. Cost $131.43 Unrealized
Twenty-First Century Fox Inc 0.3%
Value ($000) $953 Shares 33,990 Est. Cost $27.22 Unrealized
VEA Vanguard FTSE Developed ETF 0.3%
Value ($000) $933 Shares 25,546 Est. Cost $37.73 Unrealized
ORCL Oracle Corp Com 0.3%
Value ($000) $848 Shares 22,044 Est. Cost $32.10 Unrealized +6.4%
Guggenheim S&P 500 Equal Weigh 0.3%
Value ($000) $841 Shares 9,711 Est. Cost $82.13 Unrealized
ADP Automatic Data Processing 0.3%
Value ($000) $820 Shares 7,975 Est. Cost $45.81 Unrealized +67.5%
VO Vanguard Mid-Cap ETF 0.3%
Value ($000) $820 Shares 6,232 Est. Cost $125.96 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $809 Shares 5,055 Est. Cost $119.94 Unrealized +8.2%
MDLZ Mondelez International Inc 0.3%
Value ($000) $807 Shares 18,198 Est. Cost $23.16 Unrealized +50.0%
GILD Gilead Sciences Inc 0.3%
Value ($000) $791 Shares 11,051 Est. Cost $71.80 Unrealized -25.9%
Praxair Inc 0.3%
Value ($000) $787 Shares 6,715 Est. Cost $112.62 Unrealized
AMZN Amazon.com Inc 0.3%
Value ($000) $784 Shares 1,046 Est. Cost $27.99 Unrealized +40.0%
Rockwell Collins Inc 0.2%
Value ($000) $771 Shares 8,311 Est. Cost $84.36 Unrealized
CTSH Cognizant Tech Solutions A 0.2%
Value ($000) $746 Shares 13,313 Est. Cost $43.72 Unrealized +8.5%
Tiffany & Co New Com 0.2%
Value ($000) $734 Shares 9,480 Est. Cost $74.50 Unrealized
HCA HCA - The Healthcare Company 0.2%
Value ($000) $728 Shares 9,835 Est. Cost $66.76 Unrealized +4.3%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $726 Shares 12,420 Est. Cost $35.22 Unrealized +12.2%
V Visa Inc Cl A 0.2%
Value ($000) $711 Shares 9,109 Est. Cost $67.87 Unrealized +11.2%
Nuveen Muni Value Fd 0.2%
Value ($000) $707 Shares 74,000 Est. Cost $9.81 Unrealized
Bank of the Ozarks 0.2%
Value ($000) $697 Shares 13,250 Est. Cost $38.42 Unrealized
AIG American Intl Group Com 0.2%
Value ($000) $688 Shares 10,528 Est. Cost $32.59 Unrealized +52.8%
BA Boeing Co Com 0.2%
Value ($000) $673 Shares 4,320 Est. Cost $107.23 Unrealized +25.9%
SCHM Schwab US Mid Cap ETF 0.2%
Value ($000) $672 Shares 14,893 Est. Cost $43.02 Unrealized
NSC Norfolk Southern Corp 0.2%
Value ($000) $663 Shares 6,137 Est. Cost $71.56 Unrealized +17.4%
SHOP Shopify Inc Cl A 0.2%
Value ($000) $660 Shares 15,395 Est. Cost $3.82 Unrealized +10.1%
SRG Seritage Growth Prop A REIT 0.2%
Value ($000) $656 Shares 15,350 Est. Cost $44.61 Unrealized -1.7%
SYY Sysco Corp 0.2%
Value ($000) $651 Shares 11,750 Est. Cost $24.40 Unrealized +67.8%
M Macy's Inc 0.2%
Value ($000) $650 Shares 18,165 Est. Cost $47.51 Unrealized -18.1%
MANU Manchester United PLC Cl A 0.2%
Value ($000) $642 Shares 45,025 Est. Cost $16.89 Unrealized -9.8%
PPG PPG Industries Inc 0.2%
Value ($000) $636 Shares 6,708 Est. Cost $80.65 Unrealized 0.0%
VXF Vanguard Extended Market ETF 0.2%
Value ($000) $626 Shares 6,525 Est. Cost $86.50 Unrealized
VNQ Vanguard REIT ETF 0.2%
Value ($000) $624 Shares 7,557 Est. Cost $78.21 Unrealized
Blackrock CA Muni 2018 Term 0.2%
Value ($000) $624 Shares 41,500 Est. Cost $15.08 Unrealized
FTV Fortive Corp 0.2%
Value ($000) $623 Shares 11,609 Est. Cost $30.87 Unrealized +3.2%
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $598 Shares 755 Est. Cost $36.73 Unrealized +8.0%
VXUS Vanguard Total Intl Stock 0.2%
Value ($000) $586 Shares 12,781 Est. Cost $44.92 Unrealized
CVS CVS Caremark Corp 0.2%
Value ($000) $585 Shares 7,416 Est. Cost $61.05 Unrealized 0.0%
MGK Vanguard Mega Cap 300 Growth 0.2%
Value ($000) $583 Shares 6,694 Est. Cost $87.36 Unrealized
Allergan PLC 0.2%
Value ($000) $556 Shares 2,647 Est. Cost $262.80 Unrealized
XLF Financial Select Sector SPDR 0.2%
Value ($000) $550 Shares 23,651 Est. Cost $23.82 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $545 Shares 4,228 Est. Cost $125.65 Unrealized
BIV Vanguard Intr-Term Bond ETF 0.2%
Value ($000) $535 Shares 6,445 Est. Cost $83.17 Unrealized
NVS Novartis AG ADR 0.2%
Value ($000) $531 Shares 7,295 Est. Cost $72.79 Unrealized
Total SA Spon ADR 0.2%
Value ($000) $523 Shares 10,255 Est. Cost $48.19 Unrealized
T Rowe Price Group Inc 0.2%
Value ($000) $522 Shares 6,934 Est. Cost $71.50 Unrealized
CommerceHub Inc Ser A 0.2%
Value ($000) $489 Shares 32,600 Est. Cost $15.80 Unrealized
Investor AB ORD 0.2%
Value ($000) $486 Shares 13,000 Est. Cost $37.38 Unrealized
EADSY Air Bus Group NV Unsp ADR 0.2%
Value ($000) $478 Shares 29,090 Est. Cost $14.53 Unrealized
Fiat Chrysler Automobiles NV 0.2%
Value ($000) $476 Shares 52,200 Est. Cost $9.12 Unrealized
SPY SPDR Trust Series 1 0.2%
Value ($000) $471 Shares 2,109 Est. Cost $201.81 Unrealized
FLS Flowserve Corp 0.1%
Value ($000) $444 Shares 9,250 Est. Cost $38.45 Unrealized 0.0%
HD Home Depot Inc Com 0.1%
Value ($000) $442 Shares 3,300 Est. Cost $105.38 Unrealized -1.9%
IMAX Imax Corp 0.1%
Value ($000) $427 Shares 13,600 Est. Cost $30.46 Unrealized +2.6%
UNP Union Pacific Corp 0.1%
Value ($000) $425 Shares 4,096 Est. Cost $73.69 Unrealized +9.0%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $406 Shares 3,165 Est. Cost $99.26 Unrealized
PII Polaris Industries Inc 0.1%
Value ($000) $404 Shares 4,900 Est. Cost $86.86 Unrealized -6.1%
Express Scripts Inc 0.1%
Value ($000) $399 Shares 5,804 Est. Cost $87.40 Unrealized
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $393 Shares 4,330 Est. Cost $91.36 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $388 Shares 8,058 Est. Cost $41.43 Unrealized
HEZU iShares Curr Hdg MSCI EMU ETF 0.1%
Value ($000) $385 Shares 14,490 Est. Cost $29.07 Unrealized
Legg Mason BW Global Income 0.1%
Value ($000) $379 Shares 32,000 Est. Cost $17.73 Unrealized
CIT Group Inc 0.1%
Value ($000) $375 Shares 8,775 Est. Cost $42.74 Unrealized
SCHA Schwab Us Small-Cap ETF 0.1%
Value ($000) $373 Shares 6,062 Est. Cost $61.53 Unrealized
CSCO Cisco Systems Inc Com 0.1%
Value ($000) $368 Shares 12,187 Est. Cost $23.05 Unrealized 0.0%
GlaxoSmithKline PLC-ADR 0.1%
Value ($000) $367 Shares 9,529 Est. Cost $38.51 Unrealized
UTHR United Therapeutics Corp 0.1%
Value ($000) $366 Shares 2,550 Est. Cost $127.68 Unrealized 0.0%
BE Aerospace Inc 0.1%
Value ($000) $355 Shares 5,900 Est. Cost $51.69 Unrealized
DVA DaVita Healthcare Partners Inc 0.1%
Value ($000) $353 Shares 5,503 Est. Cost $65.46 Unrealized -4.9%
PowerShares FTSE RAFI US 1000 0.1%
Value ($000) $340 Shares 3,415 Est. Cost $93.49 Unrealized
HEINY Heineken NV Spn ADR 0.1%
Value ($000) $338 Shares 9,040 Est. Cost $39.94 Unrealized
EWY iShares MSCI South Korea Ind 0.1%
Value ($000) $335 Shares 6,288 Est. Cost $61.15 Unrealized
The Blackstone Group LP 0.1%
Value ($000) $324 Shares 12,000 Est. Cost $25.56 Unrealized
Liberty Media Group A 0.1%
Value ($000) $310 Shares 9,900 Est. Cost $31.31 Unrealized
Powershares S&P 500 Low Vola 0.1%
Value ($000) $302 Shares 7,266 Est. Cost $42.42 Unrealized
PowerShares Intl Div Achievers 0.1%
Value ($000) $297 Shares 20,626 Est. Cost $14.25 Unrealized
MCY Mercury Genl Corp New Com 0.1%
Value ($000) $290 Shares 4,813 Est. Cost $46.20 Unrealized +23.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $287 Shares 3,928 Est. Cost $42.92 Unrealized +29.2%
EXPD Expeditors Intl Wash Inc 0.1%
Value ($000) $286 Shares 5,400 Est. Cost $46.57 Unrealized 0.0%
MDT Medtronic Inc 0.1%
Value ($000) $284 Shares 3,991 Est. Cost $62.35 Unrealized 0.0%
PRLB Proto Labs Inc 0.1%
Value ($000) $274 Shares 5,335 Est. Cost $64.59 Unrealized -18.8%
White Mountains Ins Group Com 0.1%
Value ($000) $273 Shares 327 Est. Cost $706.25 Unrealized
Whole Food Market Inc 0.1%
Value ($000) $270 Shares 8,770 Est. Cost $28.34 Unrealized
VEU Vanguard FTSE All World Ex US 0.1%
Value ($000) $267 Shares 6,052 Est. Cost $45.20 Unrealized
XLRE Real Estate Select Sect SPDR 0.1%
Value ($000) $264 Shares 8,596 Est. Cost $30.71 Unrealized
MOAT Vaneck Morningstar Wide Moat E 0.1%
Value ($000) $249 Shares 7,155 Est. Cost $32.54 Unrealized
MCO Moody's Corporation 0.1%
Value ($000) $246 Shares 2,609 Est. Cost $64.83 Unrealized +43.0%
ABT Abbott Labs Com 0.1%
Value ($000) $238 Shares 6,195 Est. Cost $31.49 Unrealized +6.8%
INTC Intel Corp Com 0.1%
Value ($000) $229 Shares 6,308 Est. Cost $29.15 Unrealized 0.0%
Boulder Growth & Income Fund 0.1%
Value ($000) $224 Shares 25,106 Est. Cost $8.56 Unrealized
FEZ SPDR Euro Stoxx 50 ETF 0.1%
Value ($000) $218 Shares 6,525 Est. Cost $34.47 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $205 Shares 1,925 Est. Cost $2.06 Unrealized 0.0%
Blackrock MuniHldgs Insd II 0.1%
Value ($000) $202 Shares 15,000 Est. Cost $14.00 Unrealized
Credit Suisse Group Spon ADR 0.0%
Value ($000) $149 Shares 10,400 Est. Cost $14.33 Unrealized
Spirit Realty Capital Inc 0.0%
Value ($000) $117 Shares 10,754 Est. Cost $9.21 Unrealized
Lee Enterprises 0.0%
Value ($000) $57 Shares 19,800 Est. Cost $3.56 Unrealized