TD Capital Management LLC Diversified Active

CIK: 0001483824 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 7, 2017

Total Value ($000): $326,064 (100.0% shares, 0.0% debt)

Holdings (182)

MINT PIMCO ETF TR 11.0%
Value ($000) $35,769 Shares 352,996 Est. Cost $101.25 Unrealized
USMV ISHARES TR 7.1%
Value ($000) $23,222 Shares 513,524 Est. Cost $39.85 Unrealized
TOTL SSGA ACTIVE ETF TR 7.1%
Value ($000) $23,100 Shares 477,381 Est. Cost $49.50 Unrealized
IVV ISHARES TR 6.9%
Value ($000) $22,610 Shares 100,495 Est. Cost $210.52 Unrealized
ITOT ISHARES TR 6.7%
Value ($000) $21,776 Shares 424,574 Est. Cost $67.22 Unrealized
AZO AUTOZONE INC 6.2%
Value ($000) $20,295 Shares 25,697 Est. Cost $599.03 Unrealized +28.5%
QUAL ISHARES TR 5.9%
Value ($000) $19,132 Shares 276,868 Est. Cost $62.60 Unrealized
VTV VANGUARD INDEX FDS 5.6%
Value ($000) $18,115 Shares 194,768 Est. Cost $75.44 Unrealized
VLUE ISHARES TR 3.9%
Value ($000) $12,621 Shares 179,806 Est. Cost $60.78 Unrealized
IXUS ISHARES TR 3.7%
Value ($000) $12,165 Shares 240,947 Est. Cost $49.13 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 3.6%
Value ($000) $11,737 Shares 137,789 Est. Cost $73.46 Unrealized
VV VANGUARD INDEX FDS 3.5%
Value ($000) $11,436 Shares 111,710 Est. Cost $81.86 Unrealized
VUG VANGUARD INDEX FDS 3.2%
Value ($000) $10,551 Shares 94,645 Est. Cost $78.58 Unrealized
VTIP VANGUARD MALVERN FDS 2.9%
Value ($000) $9,416 Shares 191,548 Est. Cost $49.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $7,341 Shares 205,177 Est. Cost $41.28 Unrealized
VNQ VANGUARD INDEX FDS 2.2%
Value ($000) $7,175 Shares 86,935 Est. Cost $74.19 Unrealized
ACWI ISHARES TR 2.1%
Value ($000) $6,978 Shares 117,940 Est. Cost $50.12 Unrealized
RWR SPDR SERIES TRUST 2.1%
Value ($000) $6,896 Shares 73,873 Est. Cost $71.27 Unrealized
VB VANGUARD INDEX FDS 2.1%
Value ($000) $6,707 Shares 52,009 Est. Cost $93.84 Unrealized
IEMG ISHARES INC 2.0%
Value ($000) $6,403 Shares 150,844 Est. Cost $44.72 Unrealized
NEAR ISHARES U S ETF TR 1.6%
Value ($000) $5,222 Shares 104,070 Est. Cost $50.18 Unrealized
VO VANGUARD INDEX FDS 1.5%
Value ($000) $5,050 Shares 38,365 Est. Cost $95.14 Unrealized
VXF VANGUARD INDEX FDS 1.4%
Value ($000) $4,676 Shares 48,760 Est. Cost $72.13 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,785 Shares 40,397 Est. Cost $43.42 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.5%
Value ($000) $1,767 Shares 48,367 Est. Cost $36.95 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $1,151 Shares 22,974 Est. Cost $50.25 Unrealized
WDFC WD-40 CO 0.3%
Value ($000) $936 Shares 8,008 Est. Cost $44.73 Unrealized +112.6%
PEP PEPSICO INC 0.3%
Value ($000) $897 Shares 8,572 Est. Cost $56.85 Unrealized +39.6%
EFG ISHARES TR 0.2%
Value ($000) $716 Shares 11,237 Est. Cost $61.92 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $684 Shares 11,841 Est. Cost $57.48 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $639 Shares 3,431 Est. Cost $112.74 Unrealized +40.4%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $635 Shares 8,371 Est. Cost $9.84 Unrealized +25.3%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $597 Shares 4,936 Est. Cost $104.37 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $554 Shares 12,497 Est. Cost $42.24 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $517 Shares 4,485 Est. Cost $96.89 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $457 Shares 3,944 Est. Cost $21.31 Unrealized +22.4%
EFV ISHARES TR 0.1%
Value ($000) $391 Shares 8,275 Est. Cost $51.15 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $387 Shares 6,236 Est. Cost $29.12 Unrealized +85.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $381 Shares 1,856 Est. Cost $205.28 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $306 Shares 3,391 Est. Cost $53.65 Unrealized +8.4%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $287 Shares 2,763 Est. Cost $38.68 Unrealized +61.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $271 Shares 8,585 Est. Cost $25.07 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $268 Shares 3,187 Est. Cost $61.68 Unrealized +8.2%
IP INTL PAPER CO 0.1%
Value ($000) $261 Shares 4,910 Est. Cost $25.97 Unrealized +20.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $205 Shares 3,239 Est. Cost $42.35 Unrealized +25.9%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $196 Shares 2,463 Est. Cost $80.11 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $174 Shares 2,978 Est. Cost $34.16 Unrealized +15.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $147 Shares 1,853 Est. Cost $79.79 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $143 Shares 4,677 Est. Cost $30.62 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $142 Shares 1,842 Est. Cost $73.29 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $121 Shares 2,057 Est. Cost $30.36 Unrealized +45.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $109 Shares 2,303 Est. Cost $27.73 Unrealized +28.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $101 Shares 1,284 Est. Cost $45.31 Unrealized +34.7%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $85 Shares 3,237 Est. Cost $26.68 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $84 Shares 1,382 Est. Cost $53.78 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $83 Shares 1,355 Est. Cost $63.77 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $79 Shares 915 Est. Cost $49.10 Unrealized +22.0%
IWB ISHARES TR 0.0%
Value ($000) $77 Shares 622 Est. Cost $104.79 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $75 Shares 713 Est. Cost $72.55 Unrealized
ACWV ISHARES 0.0%
Value ($000) $71 Shares 975 Est. Cost $75.14 Unrealized
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $71 Shares 873 Est. Cost $81.59 Unrealized
REYNOLDS AMERICAN INC 0.0%
Value ($000) $69 Shares 1,238 Est. Cost $46.19 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $64 Shares 471 Est. Cost $111.13 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $63 Shares 1,141 Est. Cost $32.67 Unrealized +39.5%
LOW LOWES COS INC 0.0%
Value ($000) $59 Shares 836 Est. Cost $34.11 Unrealized +75.3%
SMMU PIMCO ETF TR 0.0%
Value ($000) $57 Shares 1,162 Est. Cost $50.29 Unrealized
T AT&T INC 0.0%
Value ($000) $55 Shares 1,301 Est. Cost $11.99 Unrealized +28.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $54 Shares 647 Est. Cost $75.97 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $52 Shares 572 Est. Cost $49.71 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 436 Est. Cost $14.15 Unrealized +67.6%
IWD ISHARES TR 0.0%
Value ($000) $51 Shares 454 Est. Cost $103.14 Unrealized
MET METLIFE INC 0.0%
Value ($000) $51 Shares 945 Est. Cost $24.43 Unrealized +38.0%
CAS MED SYS INC 0.0%
Value ($000) $47 Shares 29,429 Est. Cost $1.70 Unrealized
WHOLE FOODS MKT INC 0.0%
Value ($000) $44 Shares 1,426 Est. Cost $51.36 Unrealized
ISHARES TR 0.0%
Value ($000) $43 Shares 1,726 Est. Cost $25.13 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $40 Shares 552 Est. Cost $47.95 Unrealized +15.4%
IVE ISHARES TR 0.0%
Value ($000) $39 Shares 384 Est. Cost $90.18 Unrealized
CONNECTURE INC 0.0%
Value ($000) $38 Shares 22,680 Est. Cost $2.12 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $37 Shares 659 Est. Cost $34.18 Unrealized +19.8%
BWX SPDR SERIES TRUST 0.0%
Value ($000) $35 Shares 1,364 Est. Cost $25.66 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $34 Shares 414 Est. Cost $76.92 Unrealized
KINDRED HEALTHCARE INC 0.0%
Value ($000) $31 Shares 4,000 Est. Cost $7.75 Unrealized
WRIGHT MED GROUP N V 0.0%
Value ($000) $29 Shares 1,281 Est. Cost $16.39 Unrealized
HLX HELIX ENERGY SOLUTIONS GRP I 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $16.89 Unrealized -42.9%
AETNA INC NEW 0.0%
Value ($000) $25 Shares 200 Est. Cost $115.00 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $24 Shares 227 Est. Cost $106.19 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $24 Shares 430 Est. Cost $31.11 Unrealized +25.4%
OEF ISHARES TR 0.0%
Value ($000) $23 Shares 231 Est. Cost $72.54 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $21 Shares 153 Est. Cost $91.94 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $21 Shares 181 Est. Cost $99.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $21 Shares 388 Est. Cost $27.93 Unrealized +10.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $20 Shares 84 Est. Cost $134.61 Unrealized +49.1%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $20 Shares 297 Est. Cost $60.61 Unrealized
BANF BANCFIRST CORP 0.0%
Value ($000) $19 Shares 201 Est. Cost $27.56 Unrealized +21.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $19 Shares 245 Est. Cost $53.82 Unrealized -2.1%
BP BP PLC 0.0%
Value ($000) $19 Shares 520 Est. Cost $47.32 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 367 Est. Cost $39.07 Unrealized -11.0%
EWG ISHARES 0.0%
Value ($000) $18 Shares 665 Est. Cost $27.07 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $18 Shares 493 Est. Cost $26.10 Unrealized +35.0%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $16 Shares 202 Est. Cost $62.84 Unrealized +13.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $16 Shares 252 Est. Cost $30.47 Unrealized +46.7%
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 306 Est. Cost $27.54 Unrealized +21.8%
EWU ISHARES TR 0.0%
Value ($000) $15 Shares 493 Est. Cost $30.43 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $14 Shares 156 Est. Cost $40.44 Unrealized +45.1%
EWL ISHARES 0.0%
Value ($000) $13 Shares 432 Est. Cost $30.09 Unrealized
TIVO CORP 0.0%
Value ($000) $13 Shares 600 Est. Cost $20.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $12 Shares 226 Est. Cost $27.66 Unrealized +61.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $12 Shares 171 Est. Cost $19.99 Unrealized -0.4%
IGSB ISHARES TR 0.0%
Value ($000) $11 Shares 106 Est. Cost $103.77 Unrealized
ISHARES 0.0%
Value ($000) $10 Shares 196 Est. Cost $51.02 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $10 Shares 404 Est. Cost $32.18 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 169 Est. Cost $54.76 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.0%
Value ($000) $10 Shares 303 Est. Cost $43.33 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 201 Est. Cost $28.58 Unrealized +8.9%
TIME WARNER INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $68.19 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $9 Shares 124 Est. Cost $22.98 Unrealized +16.7%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 247 Est. Cost $29.18 Unrealized +19.9%
IQDF FLEXSHARES TR 0.0%
Value ($000) $9 Shares 419 Est. Cost $21.48 Unrealized
KNIGHT TRANSN INC 0.0%
Value ($000) $9 Shares 262 Est. Cost $23.81 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $9 Shares 315 Est. Cost $25.46 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 264 Est. Cost $34.09 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $8 Shares 68 Est. Cost $117.65 Unrealized
HIGHLAND FDS I 0.0%
Value ($000) $8 Shares 408 Est. Cost $19.61 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $8 Shares 201 Est. Cost $31.36 Unrealized +9.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $8 Shares 273 Est. Cost $15.24 Unrealized +51.3%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $7 Shares 1,464 Est. Cost $3.42 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $7 Shares 108 Est. Cost $38.85 Unrealized +47.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $7 Shares 56 Est. Cost $71.83 Unrealized +31.3%
VANECK VECTORS ETF TR 0.0%
Value ($000) $7 Shares 405 Est. Cost $17.28 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $7 Shares 473 Est. Cost $19.03 Unrealized
SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 155 Est. Cost $38.71 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $6 Shares 186 Est. Cost $17.38 Unrealized +18.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $47.53 Unrealized -30.9%
EIX EDISON INTL 0.0%
Value ($000) $6 Shares 87 Est. Cost $48.54 Unrealized -0.4%
TENNECO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.00 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $36.54 Unrealized +8.6%
UA UNDER ARMOUR INC 0.0%
Value ($000) $5 Shares 201 Est. Cost $37.40 Unrealized -26.0%
GOOG ALPHABET INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $35.55 Unrealized +8.8%
DXJ WISDOMTREE TR 0.0%
Value ($000) $5 Shares 99 Est. Cost $50.51 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $104.11 Unrealized +36.3%
PRAXAIR INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $128.91 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.24 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $3 Shares 11 Est. Cost $214.89 Unrealized +25.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $31.43 Unrealized +71.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $23.81 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.33 Unrealized -46.1%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $3 Shares 72 Est. Cost $43.05 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
EWQ ISHARES 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $63.28 Unrealized +21.9%
EWI ISHARES INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $23.26 Unrealized
EWS ISHARES INC 0.0%
Value ($000) $2 Shares 95 Est. Cost $21.05 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.08 Unrealized +9.6%
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 30 Est. Cost $29.97 Unrealized +12.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $30.46 Unrealized +30.5%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.15 Unrealized -31.4%
SON SONOCO PRODS CO 0.0%
Value ($000) $1 Shares 23 Est. Cost $37.63 Unrealized +2.0%
SHIRE PLC 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.03 Unrealized -31.1%
EQUITY COMWLTH 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $29.15 Unrealized +83.4%
HL HECLA MNG CO 0.0%
Value ($000) $1 Shares 101 Est. Cost $3.20 Unrealized +75.6%
IJH ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $117.93 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.96 Unrealized +10.5%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $1 Shares 355 Est. Cost $6.56 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 25 Est. Cost $18.48 Unrealized +21.4%
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.18 Unrealized +4.1%
IJS ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.33 Unrealized
GTX INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.67 Unrealized
WELLS FARGO MULTI SECTOR INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.49 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 396 Est. Cost $2.53 Unrealized
EATON VANCE LTD DUR INCOME F 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.55 Unrealized +0.2%
CARDINAL FINL CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BLACKROCK DEBT STRAT FD INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.43 Unrealized +11.7%
TIME INC NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized