Roundview Capital LLC Diversified Active

CIK: 0001476804 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $342,797 (100.0% shares, 0.0% debt)

Holdings (215)

BRK/B Berkshire Hthwy Cl B 7.4%
Value ($000) $25,258 Shares 149,132 Est. Cost $126.34 Unrealized +31.6%
AAPL Apple Inc 2.6%
Value ($000) $8,955 Shares 62,181 Est. Cost $19.94 Unrealized +72.1%
GOOG Alphabet Inc Cl C 2.3%
Value ($000) $8,020 Shares 8,826 Est. Cost $36.72 Unrealized +23.7%
VCSH Vanguard Sht Term Corp Bnd Fd 2.2%
Value ($000) $7,537 Shares 94,163 Est. Cost $79.89 Unrealized
DIS Disney Walt Co Com 2.0%
Value ($000) $6,844 Shares 64,413 Est. Cost $82.24 Unrealized +24.6%
JNJ Johnson & Johnson Com 1.8%
Value ($000) $6,303 Shares 47,645 Est. Cost $73.75 Unrealized +36.1%
EEM iShares MSCI Emerging Mkt 1.8%
Value ($000) $6,295 Shares 152,084 Est. Cost $38.11 Unrealized
MSFT Microsoft Corp Com 1.8%
Value ($000) $6,039 Shares 87,615 Est. Cost $36.01 Unrealized +73.1%
BND Vanguard Total Bond Market 1.7%
Value ($000) $5,945 Shares 72,655 Est. Cost $83.26 Unrealized
BAC Bank of America Corp 1.6%
Value ($000) $5,559 Shares 229,142 Est. Cost $11.68 Unrealized +63.6%
JPM JPMorgan Chase & Co 1.6%
Value ($000) $5,390 Shares 58,974 Est. Cost $45.06 Unrealized +52.1%
FDX FedEx Corp 1.5%
Value ($000) $5,207 Shares 23,958 Est. Cost $138.70 Unrealized +23.3%
C Citigroup Inc Com 1.4%
Value ($000) $4,755 Shares 71,093 Est. Cost $39.49 Unrealized +17.7%
MA MasterCard Inc Cl A 1.3%
Value ($000) $4,440 Shares 36,555 Est. Cost $78.63 Unrealized +43.8%
MUB iShares S&P Nat Muni Bond Fd 1.3%
Value ($000) $4,387 Shares 39,840 Est. Cost $108.89 Unrealized
MCD McDonald's Corporation 1.2%
Value ($000) $4,116 Shares 26,873 Est. Cost $89.41 Unrealized +31.9%
Du Pont (E.I.) De Nemours 1.1%
Value ($000) $3,685 Shares 45,658 Est. Cost $55.11 Unrealized
PowerShares QQQ Nasdaq 100 1.0%
Value ($000) $3,409 Shares 24,771 Est. Cost $100.51 Unrealized
Walgreens Boots Alliance Inc 1.0%
Value ($000) $3,383 Shares 43,200 Est. Cost $77.99 Unrealized
SCHB Schwab US Broad Market ETF 1.0%
Value ($000) $3,356 Shares 57,407 Est. Cost $48.99 Unrealized
XOM Exxon Mobil Corporation 1.0%
Value ($000) $3,332 Shares 41,275 Est. Cost $53.13 Unrealized +4.4%
VTI Vanguard US Total Stock Mkt ET 1.0%
Value ($000) $3,318 Shares 26,658 Est. Cost $102.75 Unrealized
KO Coca Cola Co Com 0.9%
Value ($000) $3,213 Shares 71,648 Est. Cost $28.51 Unrealized +18.1%
Howard Hughes Corp 0.9%
Value ($000) $3,153 Shares 25,670 Est. Cost $116.50 Unrealized
United Technologies Corp 0.9%
Value ($000) $3,094 Shares 25,335 Est. Cost $101.11 Unrealized
SCHW Charles Schwab Corp Com 0.9%
Value ($000) $3,061 Shares 71,255 Est. Cost $23.22 Unrealized +54.0%
META Facebook Inc Cl A 0.9%
Value ($000) $3,056 Shares 20,239 Est. Cost $119.90 Unrealized +23.1%
Celgene Corp 0.9%
Value ($000) $2,922 Shares 22,498 Est. Cost $107.91 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $2,883 Shares 26,832 Est. Cost $56.08 Unrealized +49.9%
General Elec Co Com 0.8%
Value ($000) $2,872 Shares 106,339 Est. Cost $26.79 Unrealized
WFC Wells Fargo & Co New Com 0.8%
Value ($000) $2,858 Shares 51,588 Est. Cost $38.12 Unrealized +10.6%
XLE Energy Select Sector SPDR 0.8%
Value ($000) $2,856 Shares 43,994 Est. Cost $65.38 Unrealized
PYPL Paypal Holdings Inc 0.8%
Value ($000) $2,850 Shares 53,100 Est. Cost $35.85 Unrealized +36.8%
AMZN Amazon.com Inc 0.8%
Value ($000) $2,844 Shares 2,938 Est. Cost $37.42 Unrealized +27.5%
PG Procter & Gamble Co Com 0.8%
Value ($000) $2,796 Shares 32,079 Est. Cost $59.10 Unrealized +18.7%
SCHH Schwab US REIT ETF 0.8%
Value ($000) $2,766 Shares 67,126 Est. Cost $41.93 Unrealized
iShares Gold Trust 0.8%
Value ($000) $2,601 Shares 217,880 Est. Cost $11.91 Unrealized
WMT Wal Mart Stores Inc Com 0.7%
Value ($000) $2,542 Shares 33,589 Est. Cost $19.63 Unrealized +12.2%
MRK Merck & Co Inc Com 0.7%
Value ($000) $2,521 Shares 39,332 Est. Cost $36.51 Unrealized +27.5%
PSX Phillips 66 0.7%
Value ($000) $2,401 Shares 29,037 Est. Cost $54.87 Unrealized +2.6%
ORCL Oracle Corp Com 0.7%
Value ($000) $2,396 Shares 47,784 Est. Cost $35.80 Unrealized +12.0%
QSR Restaurant Brands Intl 0.7%
Value ($000) $2,384 Shares 38,114 Est. Cost $38.63 Unrealized +52.5%
KHC Kraft Heinz Co 0.7%
Value ($000) $2,320 Shares 27,094 Est. Cost $47.70 Unrealized +27.3%
SCHZ Schwab US Aggregate Bond ETF 0.7%
Value ($000) $2,309 Shares 44,200 Est. Cost $51.91 Unrealized
MMM 3M Co 0.7%
Value ($000) $2,292 Shares 11,009 Est. Cost $65.35 Unrealized +90.8%
L Loews Corp Com 0.6%
Value ($000) $2,216 Shares 47,340 Est. Cost $36.67 Unrealized +22.9%
PFE Pfizer Inc Com 0.6%
Value ($000) $2,207 Shares 65,718 Est. Cost $18.70 Unrealized +15.5%
NKE Nike Inc Cl B 0.6%
Value ($000) $2,173 Shares 36,824 Est. Cost $42.44 Unrealized +13.7%
DHR Danaher Corp 0.6%
Value ($000) $2,167 Shares 25,674 Est. Cost $40.15 Unrealized +78.8%
SCHF Schwab Intl Equity ETF 0.6%
Value ($000) $2,152 Shares 67,706 Est. Cost $29.40 Unrealized
UNH UnitedHealth Group Inc 0.6%
Value ($000) $2,145 Shares 11,567 Est. Cost $60.62 Unrealized +151.9%
LQD iShares IBOXX Inv Gr Corp Bd 0.6%
Value ($000) $2,092 Shares 17,360 Est. Cost $117.69 Unrealized
SCHD Schwab US Dvd Equity ETF 0.6%
Value ($000) $2,080 Shares 46,126 Est. Cost $38.50 Unrealized
XLU Utilities Select Sector SPDR 0.6%
Value ($000) $1,953 Shares 37,587 Est. Cost $49.70 Unrealized
MU Micron Technology Inc 0.6%
Value ($000) $1,942 Shares 65,032 Est. Cost $17.07 Unrealized +67.3%
LYB Lyondellbasell Indu Cl A 0.6%
Value ($000) $1,925 Shares 22,805 Est. Cost $48.92 Unrealized +1.8%
VYM Vanguard High Dvd Yield ETF 0.6%
Value ($000) $1,887 Shares 24,144 Est. Cost $67.34 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $1,865 Shares 17,873 Est. Cost $69.02 Unrealized +6.1%
Leucadia Natl Corp Com 0.5%
Value ($000) $1,850 Shares 70,700 Est. Cost $19.60 Unrealized
UPS United Parcel Service Cl B 0.5%
Value ($000) $1,845 Shares 16,684 Est. Cost $56.54 Unrealized +36.7%
CSL Carlisle Cos Inc Com 0.5%
Value ($000) $1,836 Shares 19,250 Est. Cost $62.87 Unrealized +44.2%
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $1,830 Shares 73,649 Est. Cost $21.58 Unrealized
Alerian MLP ETF 0.5%
Value ($000) $1,815 Shares 151,734 Est. Cost $12.71 Unrealized
AXP American Express Co Com 0.5%
Value ($000) $1,772 Shares 21,031 Est. Cost $66.73 Unrealized +5.3%
PEP Pepsico Inc 0.5%
Value ($000) $1,767 Shares 15,298 Est. Cost $59.88 Unrealized +47.3%
VEA Vanguard FTSE Developed ETF 0.5%
Value ($000) $1,762 Shares 42,631 Est. Cost $38.89 Unrealized
VZ Verizon Communications Inc 0.5%
Value ($000) $1,759 Shares 39,388 Est. Cost $28.66 Unrealized +3.1%
DGT SPDR Global Dow ETF 0.5%
Value ($000) $1,722 Shares 22,440 Est. Cost $62.18 Unrealized
Liberty Braves Group A 0.5%
Value ($000) $1,685 Shares 70,519 Est. Cost $19.82 Unrealized
IGIB iShares Intermediate Credit 0.5%
Value ($000) $1,680 Shares 15,305 Est. Cost $109.53 Unrealized
HYS Pimco 0-5 Year H/Y Corp Bond 0.5%
Value ($000) $1,638 Shares 16,156 Est. Cost $103.46 Unrealized
IBM Intl Business Machines Corp 0.5%
Value ($000) $1,592 Shares 10,348 Est. Cost $104.28 Unrealized -0.5%
SCHP Schwab US Tips ETF 0.5%
Value ($000) $1,576 Shares 28,624 Est. Cost $55.02 Unrealized
PowerShares Senior Loan 0.5%
Value ($000) $1,549 Shares 66,940 Est. Cost $23.35 Unrealized
NSRGY Nestle SA Spn ADR 0.4%
Value ($000) $1,542 Shares 17,688 Est. Cost $77.26 Unrealized
Unilever NV NY Shares 0.4%
Value ($000) $1,536 Shares 27,795 Est. Cost $49.68 Unrealized
GS Goldman Sachs Group Inc 0.4%
Value ($000) $1,485 Shares 6,691 Est. Cost $156.47 Unrealized +18.0%
T AT&T Inc 0.4%
Value ($000) $1,478 Shares 39,177 Est. Cost $13.30 Unrealized +19.7%
HON Honeywell Int'l Inc 0.4%
Value ($000) $1,471 Shares 11,033 Est. Cost $53.70 Unrealized +83.9%
VWO Vanguard Emerging Market ETF 0.4%
Value ($000) $1,423 Shares 34,856 Est. Cost $38.69 Unrealized
Royal Dutch Shell PLC-ADR 0.4%
Value ($000) $1,418 Shares 26,650 Est. Cost $55.08 Unrealized
EDIV SPDR S&P Emerging Markets 0.4%
Value ($000) $1,338 Shares 44,839 Est. Cost $29.95 Unrealized
BUD Anheuser-Busch InBev Spn ADR 0.4%
Value ($000) $1,338 Shares 12,120 Est. Cost $126.28 Unrealized
IWN iShares Russell 2000 Value 0.4%
Value ($000) $1,308 Shares 11,007 Est. Cost $96.43 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 0.4%
Value ($000) $1,285 Shares 29,968 Est. Cost $42.88 Unrealized
COST Costco Wholesale Corp 0.4%
Value ($000) $1,239 Shares 7,747 Est. Cost $130.43 Unrealized +15.8%
PPG PPG Industries Inc 0.3%
Value ($000) $1,161 Shares 10,558 Est. Cost $82.56 Unrealized +11.6%
JCI Johnson Controls Intl PLC 0.3%
Value ($000) $1,151 Shares 26,537 Est. Cost $33.21 Unrealized +3.4%
VBR Vanguard Small-Cap Value ETF 0.3%
Value ($000) $1,150 Shares 9,360 Est. Cost $105.29 Unrealized
SHOP Shopify Inc Cl A 0.3%
Value ($000) $1,143 Shares 13,150 Est. Cost $3.82 Unrealized +121.7%
AMGN Amgen Inc 0.3%
Value ($000) $1,119 Shares 6,497 Est. Cost $117.10 Unrealized +7.1%
V Visa Inc Cl A 0.3%
Value ($000) $1,115 Shares 11,893 Est. Cost $71.88 Unrealized +21.6%
Rockwell Collins Inc 0.3%
Value ($000) $1,114 Shares 10,605 Est. Cost $88.83 Unrealized
Total SA Spon ADR 0.3%
Value ($000) $1,102 Shares 22,220 Est. Cost $49.40 Unrealized
GlaxoSmithKline PLC-ADR 0.3%
Value ($000) $1,081 Shares 25,059 Est. Cost $40.79 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $1,059 Shares 18,340 Est. Cost $39.77 Unrealized +44.0%
DIA SPDR DJIA Trust 0.3%
Value ($000) $1,027 Shares 4,815 Est. Cost $162.59 Unrealized
TRV The Travelers Cos Inc 0.3%
Value ($000) $1,024 Shares 8,094 Est. Cost $67.12 Unrealized +51.8%
JPMorgan Alerian MLP Index 0.3%
Value ($000) $1,022 Shares 34,420 Est. Cost $31.66 Unrealized
Guggenheim S&P 500 Equal Weigh 0.3%
Value ($000) $1,003 Shares 10,823 Est. Cost $83.19 Unrealized
BP BP PLC Spn ADR 0.3%
Value ($000) $963 Shares 27,804 Est. Cost $39.45 Unrealized
Allergan PLC 0.3%
Value ($000) $956 Shares 3,932 Est. Cost $252.92 Unrealized
HEINY Heineken NV Spn ADR 0.3%
Value ($000) $948 Shares 19,465 Est. Cost $41.28 Unrealized
CTSH Cognizant Tech Solutions A 0.3%
Value ($000) $945 Shares 14,233 Est. Cost $44.25 Unrealized +27.4%
VO Vanguard Mid-Cap ETF 0.3%
Value ($000) $895 Shares 6,282 Est. Cost $125.96 Unrealized
Praxair Inc 0.3%
Value ($000) $887 Shares 6,690 Est. Cost $112.62 Unrealized
MDLZ Mondelez International Inc 0.3%
Value ($000) $861 Shares 19,933 Est. Cost $24.27 Unrealized +51.1%
SCHM Schwab US Mid Cap ETF 0.3%
Value ($000) $860 Shares 17,860 Est. Cost $43.87 Unrealized
HCA HCA - The Healthcare Company 0.3%
Value ($000) $858 Shares 9,835 Est. Cost $66.76 Unrealized +17.8%
BA Boeing Co Com 0.2%
Value ($000) $854 Shares 4,320 Est. Cost $110.36 Unrealized +58.5%
The Blackstone Group LP 0.2%
Value ($000) $852 Shares 25,550 Est. Cost $27.75 Unrealized
SRG Seritage Growth Prop A REIT 0.2%
Value ($000) $832 Shares 19,825 Est. Cost $42.99 Unrealized -8.3%
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $819 Shares 881 Est. Cost $38.06 Unrealized +22.0%
ADP Automatic Data Processing 0.2%
Value ($000) $817 Shares 7,975 Est. Cost $45.81 Unrealized +83.8%
MANU Manchester United PLC Cl A 0.2%
Value ($000) $778 Shares 47,881 Est. Cost $16.85 Unrealized -1.7%
VXF Vanguard Extended Market ETF 0.2%
Value ($000) $770 Shares 7,525 Est. Cost $88.19 Unrealized
USG Corp 0.2%
Value ($000) $767 Shares 26,441 Est. Cost $25.78 Unrealized
BRK/A Berkshire Hthwy Cl A 0.2%
Value ($000) $764 Shares 3 Est. Cost $181590.31 Unrealized +37.5%
NVDA Nvidia Corp 0.2%
Value ($000) $761 Shares 5,265 Est. Cost $2.61 Unrealized +20.0%
SIEGY Siemens AG Spn ADR 0.2%
Value ($000) $761 Shares 11,000 Est. Cost $68.45 Unrealized
NSC Norfolk Southern Corp 0.2%
Value ($000) $752 Shares 6,181 Est. Cost $71.56 Unrealized +38.0%
AME Ametek Inc 0.2%
Value ($000) $748 Shares 12,350 Est. Cost $53.23 Unrealized +4.5%
FTV Fortive Corp 0.2%
Value ($000) $747 Shares 11,784 Est. Cost $30.97 Unrealized +22.7%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $746 Shares 13,380 Est. Cost $35.56 Unrealized +12.2%
PBF PBF Energy Inc Cl A 0.2%
Value ($000) $728 Shares 32,715 Est. Cost $28.60 Unrealized -24.9%
SLB Schlumberger Ltd Com 0.2%
Value ($000) $695 Shares 10,554 Est. Cost $55.71 Unrealized +0.2%
APPN Appian Corp 0.2%
Value ($000) $683 Shares 37,650 Est. Cost $18.08 Unrealized 0.0%
CVS CVS Caremark Corp 0.2%
Value ($000) $681 Shares 8,460 Est. Cost $60.97 Unrealized -1.1%
Liberty Media Cor SIRIUSXM C 0.2%
Value ($000) $676 Shares 16,211 Est. Cost $41.70 Unrealized
MGK Vanguard Mega Cap 300 Growth 0.2%
Value ($000) $670 Shares 6,694 Est. Cost $87.36 Unrealized
VXUS Vanguard Total Intl Stock 0.2%
Value ($000) $664 Shares 12,781 Est. Cost $44.92 Unrealized
SYK Stryker Corp Com 0.2%
Value ($000) $654 Shares 4,711 Est. Cost $124.78 Unrealized 0.0%
VNQ Vanguard REIT ETF 0.2%
Value ($000) $652 Shares 7,833 Est. Cost $78.37 Unrealized
STZ Constellation Brands Inc 0.2%
Value ($000) $649 Shares 3,350 Est. Cost $155.71 Unrealized 0.0%
AIG American Intl Group Com 0.2%
Value ($000) $647 Shares 10,353 Est. Cost $32.59 Unrealized +52.8%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $632 Shares 4,664 Est. Cost $126.42 Unrealized
BIV Vanguard Intr-Term Bond ETF 0.2%
Value ($000) $629 Shares 7,446 Est. Cost $83.30 Unrealized
Investor AB ORD 0.2%
Value ($000) $626 Shares 13,000 Est. Cost $37.38 Unrealized
SYY Sysco Corp 0.2%
Value ($000) $626 Shares 12,435 Est. Cost $25.41 Unrealized +67.8%
Blackrock CA Muni 2018 Term 0.2%
Value ($000) $625 Shares 41,500 Est. Cost $15.08 Unrealized
EADSY Air Bus Group NV Unsp ADR 0.2%
Value ($000) $616 Shares 29,820 Est. Cost $14.64 Unrealized
MDT Medtronic Inc 0.2%
Value ($000) $612 Shares 6,901 Est. Cost $62.96 Unrealized +7.4%
NVS Novartis AG ADR 0.2%
Value ($000) $609 Shares 7,295 Est. Cost $72.79 Unrealized
XLK Technology Select Sector SPDR 0.2%
Value ($000) $606 Shares 11,067 Est. Cost $54.76 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $603 Shares 8,311 Est. Cost $39.31 Unrealized +19.4%
HD Home Depot Inc Com 0.2%
Value ($000) $591 Shares 3,850 Est. Cost $107.85 Unrealized +15.4%
VT Vanguard Tot World Stk ETF 0.2%
Value ($000) $581 Shares 8,602 Est. Cost $67.54 Unrealized
CommerceHub Inc Ser A 0.2%
Value ($000) $566 Shares 32,500 Est. Cost $15.80 Unrealized
SPY SPDR Trust Series 1 0.2%
Value ($000) $545 Shares 2,255 Est. Cost $203.99 Unrealized
VOD Vodafone Group PLC-SP ADR 0.2%
Value ($000) $527 Shares 18,346 Est. Cost $28.73 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $514 Shares 7,883 Est. Cost $65.20 Unrealized
BAH Booz Allen Hamilton Holdings 0.1%
Value ($000) $491 Shares 15,090 Est. Cost $30.74 Unrealized 0.0%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $484 Shares 3,140 Est. Cost $99.26 Unrealized
T Rowe Price Group Inc 0.1%
Value ($000) $479 Shares 6,454 Est. Cost $69.18 Unrealized
NYT New York Times Co Cl A 0.1%
Value ($000) $460 Shares 26,000 Est. Cost $13.99 Unrealized +9.0%
UNP Union Pacific Corp 0.1%
Value ($000) $457 Shares 4,196 Est. Cost $74.02 Unrealized +21.7%
OReilly Automotive Inc 0.1%
Value ($000) $451 Shares 2,060 Est. Cost $218.93 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $443 Shares 6,933 Est. Cost $61.80 Unrealized
CSCO Cisco Systems Inc Com 0.1%
Value ($000) $440 Shares 14,072 Est. Cost $23.34 Unrealized +7.4%
EWY iShares MSCI South Korea Ind 0.1%
Value ($000) $426 Shares 6,288 Est. Cost $61.15 Unrealized
REGN Regeneron Pharmaceuticals 0.1%
Value ($000) $418 Shares 852 Est. Cost $435.19 Unrealized 0.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $412 Shares 5,361 Est. Cost $48.20 Unrealized +31.0%
Legg Mason BW Global Income 0.1%
Value ($000) $412 Shares 31,135 Est. Cost $17.73 Unrealized
HEZU iShares Curr Hdg MSCI EMU ETF 0.1%
Value ($000) $409 Shares 13,940 Est. Cost $29.07 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $406 Shares 7,361 Est. Cost $44.44 Unrealized -0.4%
MCK McKesson HBOC Inc Com 0.1%
Value ($000) $401 Shares 2,440 Est. Cost $141.57 Unrealized 0.0%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $395 Shares 2,055 Est. Cost $192.21 Unrealized
FMS Fresenius Medical Care ADR 0.1%
Value ($000) $391 Shares 8,092 Est. Cost $48.32 Unrealized
ABT Abbott Labs Com 0.1%
Value ($000) $391 Shares 8,045 Est. Cost $33.19 Unrealized +17.2%
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $390 Shares 4,285 Est. Cost $91.36 Unrealized
Nuveen Muni Value Fd 0.1%
Value ($000) $390 Shares 39,176 Est. Cost $9.81 Unrealized
Sirius XM Radio Inc 0.1%
Value ($000) $383 Shares 70,025 Est. Cost $5.47 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $371 Shares 11,006 Est. Cost $29.36 Unrealized +0.7%
UTHR United Therapeutics Corp 0.1%
Value ($000) $357 Shares 2,750 Est. Cost $127.46 Unrealized -2.1%
DVA DaVita Healthcare Partners Inc 0.1%
Value ($000) $356 Shares 5,503 Est. Cost $65.46 Unrealized +1.1%
BIIB Biogen Inc 0.1%
Value ($000) $353 Shares 1,301 Est. Cost $264.42 Unrealized 0.0%
Liberty Media Grp - Liberty Fo 0.1%
Value ($000) $343 Shares 9,785 Est. Cost $32.75 Unrealized
MOAT Vaneck Morningstar Wide Moat E 0.1%
Value ($000) $342 Shares 8,655 Est. Cost $33.52 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $338 Shares 4,545 Est. Cost $38.65 Unrealized +1.7%
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $330 Shares 6,572 Est. Cost $41.43 Unrealized
DEO Diageo PLC Spn ADR 0.1%
Value ($000) $329 Shares 2,748 Est. Cost $115.88 Unrealized
PowerShares FTSE RAFI US 1000 0.1%
Value ($000) $322 Shares 3,115 Est. Cost $93.49 Unrealized
VEU Vanguard FTSE All World Ex US 0.1%
Value ($000) $318 Shares 6,355 Est. Cost $45.30 Unrealized
PowerShares Intl Div Achievers 0.1%
Value ($000) $317 Shares 20,634 Est. Cost $14.25 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $317 Shares 5,490 Est. Cost $56.46 Unrealized
MCO Moody's Corporation 0.1%
Value ($000) $317 Shares 2,609 Est. Cost $64.83 Unrealized +66.9%
CMCSA Comcast Corp-Cl A 0.1%
Value ($000) $316 Shares 8,117 Est. Cost $31.91 Unrealized 0.0%
MAR Marriott International Cl A 0.1%
Value ($000) $309 Shares 3,085 Est. Cost $92.93 Unrealized 0.0%
UAL United Continental Holdings 0.1%
Value ($000) $305 Shares 4,049 Est. Cost $72.28 Unrealized +4.5%
BF/B Brown-Forman Corp - Cl B 0.1%
Value ($000) $286 Shares 5,875 Est. Cost $31.61 Unrealized +5.9%
BDX Becton Dickinson & Co Com 0.1%
Value ($000) $283 Shares 1,450 Est. Cost $160.56 Unrealized 0.0%
CCI Crown Castle Intl Inc 0.1%
Value ($000) $282 Shares 2,814 Est. Cost $68.42 Unrealized 0.0%
White Mountains Ins Group Com 0.1%
Value ($000) $282 Shares 324 Est. Cost $706.25 Unrealized
Cooper Companies Inc 0.1%
Value ($000) $281 Shares 1,175 Est. Cost $239.15 Unrealized
ACWX iShares MSCI ACWI Ex US ETF 0.1%
Value ($000) $279 Shares 6,130 Est. Cost $43.56 Unrealized
Credit Suisse Group Spon ADR 0.1%
Value ($000) $276 Shares 18,900 Est. Cost $14.66 Unrealized
LUV Southwest Airlines 0.1%
Value ($000) $276 Shares 4,440 Est. Cost $48.27 Unrealized +8.4%
DAL Delta Air Lines Inc 0.1%
Value ($000) $275 Shares 5,115 Est. Cost $43.95 Unrealized +0.8%
XLRE Real Estate Select Sect SPDR 0.1%
Value ($000) $273 Shares 8,465 Est. Cost $30.71 Unrealized
China Mobile Ltd Spon ADR 0.1%
Value ($000) $273 Shares 5,135 Est. Cost $53.16 Unrealized
WHR Whirlpool Corp 0.1%
Value ($000) $268 Shares 1,400 Est. Cost $177.59 Unrealized +3.0%
MCY Mercury Genl Corp New Com 0.1%
Value ($000) $260 Shares 4,813 Est. Cost $46.20 Unrealized +22.8%
FEZ SPDR Euro Stoxx 50 ETF 0.1%
Value ($000) $245 Shares 6,375 Est. Cost $34.47 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $232 Shares 3,975 Est. Cost $50.21 Unrealized 0.0%
CCL Carnival Corp 0.1%
Value ($000) $227 Shares 3,455 Est. Cost $56.43 Unrealized 0.0%
DANOY Danone Spons ADR 0.1%
Value ($000) $223 Shares 14,865 Est. Cost $13.72 Unrealized
Symantec Corp 0.1%
Value ($000) $222 Shares 7,865 Est. Cost $28.23 Unrealized
Unilever PLC Spn ADR 0.1%
Value ($000) $216 Shares 3,995 Est. Cost $54.07 Unrealized
Boulder Growth & Income Fund 0.1%
Value ($000) $214 Shares 22,006 Est. Cost $8.56 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $211 Shares 1,585 Est. Cost $122.01 Unrealized 0.0%
Blackrock MuniHldgs Insd II 0.1%
Value ($000) $204 Shares 15,000 Est. Cost $14.00 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $202 Shares 1,350 Est. Cost $15.38 Unrealized 0.0%
DE Deere & Co 0.1%
Value ($000) $200 Shares 1,620 Est. Cost $102.78 Unrealized 0.0%
Blackrock Muni 2018 Term 0.1%
Value ($000) $173 Shares 11,500 Est. Cost $15.04 Unrealized
Spirit Realty Capital Inc 0.0%
Value ($000) $80 Shares 10,754 Est. Cost $9.21 Unrealized