WEALTHCARE CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001516450 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 11, 2017

Total Value ($000): $911,854 (100.0% shares, 0.0% debt)

Holdings (202)

VTI VANGUARD TOTAL STOCK MARKET INDEX 44.2%
Value ($000) $402,827 Shares 3,320,367 Est. Cost $88.60 Unrealized
IEF BARCLAYS 7-10 YR TREASURY INDEX 33.7%
Value ($000) $307,292 Shares 2,910,234 Est. Cost $103.53 Unrealized
VEU VANGUARD INTL EQTY INDEX 8.3%
Value ($000) $75,356 Shares 1,575,500 Est. Cost $45.69 Unrealized
TIP BARCLAYS TIPS BOND FUND 7.3%
Value ($000) $66,924 Shares 583,726 Est. Cost $113.53 Unrealized
IEI BARCLAYS 3-7 YR TREASURY INDEX FUND 1.1%
Value ($000) $9,814 Shares 79,760 Est. Cost $122.02 Unrealized
TFI SPDR SER TR BARCLAYS CAP MUN BD E 1.0%
Value ($000) $8,989 Shares 187,584 Est. Cost $47.88 Unrealized
IVV S&P 500 INDEX FUND 0.5%
Value ($000) $4,188 Shares 17,653 Est. Cost $177.85 Unrealized
TLH ISHARES TR BARCLAYS 10-20 YR BOND 0.3%
Value ($000) $3,125 Shares 23,252 Est. Cost $126.57 Unrealized
IWV RUSSELL 3000 INDEX FUND 0.3%
Value ($000) $2,315 Shares 16,545 Est. Cost $110.92 Unrealized
MUB ISHARES S&P NATL AMT FREE MUNI BND FND 0.2%
Value ($000) $2,020 Shares 18,539 Est. Cost $109.00 Unrealized
DBEF DBX TRACKERS MSCI ETF 0.2%
Value ($000) $1,524 Shares 51,506 Est. Cost $27.81 Unrealized
JP MORGAN EXCH TRADED NT 0.2%
Value ($000) $1,499 Shares 46,418 Est. Cost $32.12 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $1,460 Shares 6,193 Est. Cost $210.68 Unrealized
AGG BARCLAYS AGGREGATE BOND FUND 0.2%
Value ($000) $1,374 Shares 12,661 Est. Cost $109.31 Unrealized
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.1%
Value ($000) $1,323 Shares 23,508 Est. Cost $47.44 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $1,321 Shares 21,204 Est. Cost $57.73 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $1,007 Shares 9,906 Est. Cost $100.85 Unrealized
VEA VANGUARD EUROPE PAC INDEX FUND 0.1%
Value ($000) $992 Shares 25,246 Est. Cost $39.52 Unrealized
VWO VANGUARD INTL EQ INDEX FUND 0.1%
Value ($000) $991 Shares 24,951 Est. Cost $39.55 Unrealized
SHY BARCLAYS 1-3 YR TREASURY INDEX FUND 0.1%
Value ($000) $983 Shares 11,629 Est. Cost $85.03 Unrealized
IWM RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $890 Shares 6,471 Est. Cost $107.76 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK 0.1%
Value ($000) $865 Shares 15,799 Est. Cost $50.47 Unrealized
EWC ISHARES MSCI CANADA INDEX FUND 0.1%
Value ($000) $840 Shares 31,243 Est. Cost $26.89 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INTERMEDIATE 0.1%
Value ($000) $778 Shares 9,011 Est. Cost $85.76 Unrealized
IJH S&P MIDCAP 400 0.1%
Value ($000) $762 Shares 4,453 Est. Cost $139.31 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.1%
Value ($000) $607 Shares 20,332 Est. Cost $27.77 Unrealized
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $530 Shares 6,458 Est. Cost $54.80 Unrealized +2.4%
EEM MSCI EMERGING MKTS INDEX FUND 0.1%
Value ($000) $506 Shares 12,853 Est. Cost $34.76 Unrealized
SHM SPDR SER TR BARCLAYS CAP SHORT TERM 0.1%
Value ($000) $500 Shares 10,332 Est. Cost $48.78 Unrealized
MDY MID CAP S P D R TRUST 0.1%
Value ($000) $482 Shares 1,542 Est. Cost $291.27 Unrealized
VNQ VANGUARD REIT INDEX FUND 0.1%
Value ($000) $476 Shares 5,764 Est. Cost $77.78 Unrealized
SCZ MSCI EAFE SMALL CAP 0.1%
Value ($000) $467 Shares 8,623 Est. Cost $50.89 Unrealized
VGIT VANGUARD GOVT BOND ETF 0.0%
Value ($000) $388 Shares 6,027 Est. Cost $64.45 Unrealized
IWB RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $361 Shares 2,747 Est. Cost $105.61 Unrealized
SCHM SCH US MID-CAP ETF 0.0%
Value ($000) $345 Shares 7,299 Est. Cost $39.38 Unrealized
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY 0.0%
Value ($000) $314 Shares 13,089 Est. Cost $19.64 Unrealized
IVW S&P 500 BARRA GROWTH INDEX FUND 0.0%
Value ($000) $313 Shares 2,379 Est. Cost $103.27 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $305 Shares 3,511 Est. Cost $74.69 Unrealized
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM 0.0%
Value ($000) $271 Shares 5,971 Est. Cost $46.45 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $268 Shares 1,868 Est. Cost $25.09 Unrealized +21.3%
POWERSHARES SENIOR LOAN TRUST II 0.0%
Value ($000) $231 Shares 9,916 Est. Cost $24.01 Unrealized
IJJ S&P MIDCAP 400/BARRA VALUE 0.0%
Value ($000) $230 Shares 1,551 Est. Cost $102.09 Unrealized
IJR S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $210 Shares 3,040 Est. Cost $90.14 Unrealized
IJK S&P MIDCAP 400/BARRA GROWTH 0.0%
Value ($000) $204 Shares 1,070 Est. Cost $136.07 Unrealized
MARKET VECTORS ETF TR HIGH YIELD MUN ETF 0.0%
Value ($000) $200 Shares 6,543 Est. Cost $31.01 Unrealized
IVE S&P 500 BARRA VALUE INDEX FUND 0.0%
Value ($000) $193 Shares 1,856 Est. Cost $87.32 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $176 Shares 2,795 Est. Cost $51.99 Unrealized
NYF ISHARES TR NY AMT FREE 0.0%
Value ($000) $175 Shares 1,590 Est. Cost $107.87 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $173 Shares 4,244 Est. Cost $38.42 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE 0.0%
Value ($000) $166 Shares 806 Est. Cost $204.22 Unrealized
VIG VANGUARD DIV APPRCIATION 0.0%
Value ($000) $166 Shares 1,844 Est. Cost $80.44 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MKT 0.0%
Value ($000) $162 Shares 3,000 Est. Cost $51.64 Unrealized
VV VANGUARD LARGE CAP INDEX FUND 0.0%
Value ($000) $153 Shares 1,419 Est. Cost $98.83 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK 0.0%
Value ($000) $143 Shares 2,886 Est. Cost $45.83 Unrealized
IWD RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $132 Shares 1,148 Est. Cost $111.70 Unrealized
VXF VANGUARD EXTENDED MKT 0.0%
Value ($000) $130 Shares 1,297 Est. Cost $75.41 Unrealized
T AT&T CORP 0.0%
Value ($000) $123 Shares 2,955 Est. Cost $13.87 Unrealized +20.7%
VB VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $122 Shares 918 Est. Cost $128.22 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $113 Shares 1,326 Est. Cost $34.64 Unrealized +105.7%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $110 Shares 1,421 Est. Cost $44.10 Unrealized +16.1%
IWN RUSSELL 2000 VALUE INDEX FUND 0.0%
Value ($000) $105 Shares 887 Est. Cost $91.34 Unrealized
SCHZ SCH US AGG BND ETF 0.0%
Value ($000) $103 Shares 1,982 Est. Cost $51.00 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $103 Shares 1,540 Est. Cost $40.34 Unrealized +17.5%
SCHR SCH INTM US TRSR ETF 0.0%
Value ($000) $103 Shares 1,924 Est. Cost $53.47 Unrealized
IWO RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $100 Shares 617 Est. Cost $118.03 Unrealized
SCHC SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT 0.0%
Value ($000) $95 Shares 3,031 Est. Cost $28.84 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $79 Shares 1,839 Est. Cost $22.85 Unrealized +50.4%
FCBC FIRST COMMUNITY BANCSHARES COM 0.0%
Value ($000) $78 Shares 3,117 Est. Cost $10.40 Unrealized +77.2%
POWERSHARES DIVIDEND ACHIEVERS 50 INDEX 0.0%
Value ($000) $76 Shares 4,440 Est. Cost $13.40 Unrealized
IBM IBM 0.0%
Value ($000) $73 Shares 419 Est. Cost $97.85 Unrealized +16.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $72 Shares 3,060 Est. Cost $10.39 Unrealized +86.5%
SPEM SPDR S&P EMERGING MARKET 0.0%
Value ($000) $67 Shares 1,037 Est. Cost $57.23 Unrealized
FAIRMOUNT SANTROL HOLDINGS INC 0.0%
Value ($000) $67 Shares 9,180 Est. Cost $8.23 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $65 Shares 456 Est. Cost $96.03 Unrealized +38.2%
DISCOVER FINL SVCS 0.0%
Value ($000) $63 Shares 917 Est. Cost $56.04 Unrealized
VGLT VANGUARD LONG TERM GOVT BOND E TF 0.0%
Value ($000) $61 Shares 812 Est. Cost $68.30 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $58 Shares 1,950 Est. Cost $25.16 Unrealized
BND VANGUARD BOND INDEX FUND 0.0%
Value ($000) $53 Shares 650 Est. Cost $82.77 Unrealized
MCD MCDONALD'S 0.0%
Value ($000) $52 Shares 404 Est. Cost $71.91 Unrealized +41.4%
AMZN AMAZON 0.0%
Value ($000) $51 Shares 58 Est. Cost $23.50 Unrealized +77.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $47 Shares 379 Est. Cost $74.55 Unrealized +25.3%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $46 Shares 411 Est. Cost $66.86 Unrealized +22.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $46 Shares 624 Est. Cost $42.30 Unrealized +44.1%
IDCC INTERDIGITAL INC PA 0.0%
Value ($000) $45 Shares 525 Est. Cost $45.92 Unrealized +95.7%
XLV SECTOR SPDR HEALTH FUND 0.0%
Value ($000) $45 Shares 600 Est. Cost $72.47 Unrealized
CVX CHEVRONTEXACO CORP 0.0%
Value ($000) $44 Shares 413 Est. Cost $65.96 Unrealized +16.4%
MMM 3M COMPANY 0.0%
Value ($000) $44 Shares 230 Est. Cost $98.21 Unrealized +15.7%
UNION BANKSHARES CORP COM 0.0%
Value ($000) $43 Shares 1,236 Est. Cost $22.32 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $41 Shares 782 Est. Cost $31.24 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $38 Shares 780 Est. Cost $31.07 Unrealized +1.2%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $38 Shares 427 Est. Cost $60.93 Unrealized +14.9%
EFV MSCI EAFE VALUE INDEX FUND 0.0%
Value ($000) $37 Shares 737 Est. Cost $46.93 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $36 Shares 545 Est. Cost $36.98 Unrealized +56.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $34 Shares 108 Est. Cost $53.48 Unrealized +73.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $32 Shares 416 Est. Cost $37.50 Unrealized +45.8%
NKE NIKE INC CLASS B 0.0%
Value ($000) $32 Shares 570 Est. Cost $47.03 Unrealized +4.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $32 Shares 415 Est. Cost $61.34 Unrealized +3.3%
MRK MERCK & CO INC 0.0%
Value ($000) $30 Shares 472 Est. Cost $43.41 Unrealized +6.1%
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $27 Shares 6,766 Est. Cost $4.62 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $25 Shares 458 Est. Cost $54.59 Unrealized
FLOT ISHARES TRUST FLTG RATE NT FD ETF 0.0%
Value ($000) $25 Shares 482 Est. Cost $49.79 Unrealized
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $24 Shares 28 Est. Cost $38.84 Unrealized +7.5%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $24 Shares 692 Est. Cost $20.46 Unrealized +4.6%
NUVEEN SENIOR INCOME FD 0.0%
Value ($000) $24 Shares 3,461 Est. Cost $6.59 Unrealized
MTUS TIMKENSTEEL CORP COM 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $28.96 Unrealized -38.6%
ENDOLOGIX INC COM 0.0%
Value ($000) $22 Shares 3,000 Est. Cost $15.33 Unrealized
CLAYMORE ETF TR GUGGENHEIM BULLETSHARES 2017 HIGH 0.0%
Value ($000) $21 Shares 810 Est. Cost $26.26 Unrealized
PEOPLES UTG FINL INC 0.0%
Value ($000) $21 Shares 1,171 Est. Cost $15.13 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 400 Est. Cost $45.57 Unrealized -19.7%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $19 Shares 350 Est. Cost $39.73 Unrealized +0.5%
EA ELECTRONIC ARTS COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $36.59 Unrealized +126.3%
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $18 Shares 388 Est. Cost $42.01 Unrealized
MO ALTRIA GROUP 0.0%
Value ($000) $18 Shares 259 Est. Cost $30.77 Unrealized +25.3%
SOUTH STATE CORP COM 0.0%
Value ($000) $17 Shares 185 Est. Cost $54.05 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $49.25 Unrealized +16.3%
SPTL SPDR BARCLAYS CAPITAL LONG TERM TREASURY ETF 0.0%
Value ($000) $16 Shares 230 Est. Cost $69.99 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $14 Shares 374 Est. Cost $26.25 Unrealized +14.0%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $14 Shares 125 Est. Cost $61.54 Unrealized +58.9%
IWF RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $13 Shares 118 Est. Cost $101.69 Unrealized
WPC W P CAREY & CO LLC 0.0%
Value ($000) $13 Shares 206 Est. Cost $58.25 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $13 Shares 119 Est. Cost $87.91 Unrealized +17.2%
TM TOYOTA MOTOR CP ADR NEWF 0.0%
Value ($000) $12 Shares 110 Est. Cost $109.09 Unrealized
DEM WISDOMTREE EMERG MKTS EQUITY I NCOME FUND 0.0%
Value ($000) $12 Shares 294 Est. Cost $30.61 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $11 Shares 75 Est. Cost $62.73 Unrealized +82.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $54.95 Unrealized +30.6%
JPM J P MORGAN CHASE & CO 0.0%
Value ($000) $10 Shares 116 Est. Cost $42.98 Unrealized +62.1%
KEMPHARM INC COM 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $11.00 Unrealized
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $18.49 Unrealized +47.8%
POTASH CORP SASK INC 0.0%
Value ($000) $9 Shares 535 Est. Cost $18.69 Unrealized
DUK DUKE ENERGY CORPORATION 0.0%
Value ($000) $9 Shares 114 Est. Cost $50.25 Unrealized +10.0%
INTC INTEL CORP 0.0%
Value ($000) $8 Shares 219 Est. Cost $25.81 Unrealized +15.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $23.96 Unrealized -6.7%
RETAIL PPTYS AMER INC COM 0.0%
Value ($000) $8 Shares 556 Est. Cost $16.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $73.39 Unrealized +181.8%
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $7 Shares 8 Est. Cost $35.61 Unrealized +14.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 165 Est. Cost $24.73 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $7 Shares 218 Est. Cost $22.03 Unrealized +12.2%
ELV ANTHEM INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $122.05 Unrealized +15.9%
VTV VANGUARD LG CAP VALUE INDEX FUND 0.0%
Value ($000) $6 Shares 67 Est. Cost $81.46 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $51.36 Unrealized
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $6 Shares 59 Est. Cost $55.95 Unrealized +50.9%
NUS NU SKIN ENTERPRISES INC CL A FRMLY NU 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.94 Unrealized -35.7%
HOMETOWN BANKSHARES CORP COM 0.0%
Value ($000) $6 Shares 634 Est. Cost $9.46 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $6 Shares 220 Est. Cost $26.68 Unrealized +0.2%
GSM FERROGLOBE PLC 0.0%
Value ($000) $5 Shares 465 Est. Cost $10.52 Unrealized -3.7%
MWA MUELLER WATER PRODUCTS INC COM 0.0%
Value ($000) $5 Shares 450 Est. Cost $5.51 Unrealized +98.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $190.55 Unrealized
TIME WARNER INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $84.64 Unrealized
VBR VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $4 Shares 34 Est. Cost $83.89 Unrealized
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $39.80 Unrealized +10.5%
CSX C S X CORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $9.71 Unrealized +39.1%
CHTR CHARTER COMMUNICATIONS, INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $214.89 Unrealized +48.2%
TRV TRAVELERS COMPANIES, INC. 0.0%
Value ($000) $3 Shares 24 Est. Cost $81.74 Unrealized +21.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $44.13 Unrealized +25.9%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.20 Unrealized +18.3%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $3 Shares 175 Est. Cost $7.44 Unrealized 0.0%
RAYTHEON 0.0%
Value ($000) $2 Shares 15 Est. Cost $117.85 Unrealized
ALLIANZGI EQTY & CON FD 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
PFG PRINCIPAL FINANCIAL GRP 0.0%
Value ($000) $2 Shares 25 Est. Cost $33.68 Unrealized +29.4%
APOLLO INVESTMENT CORP 0.0%
Value ($000) $2 Shares 353 Est. Cost $7.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $76.32 Unrealized +21.3%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $78.71 Unrealized +30.8%
SLV SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.0%
Value ($000) $2 Shares 13 Est. Cost $144.37 Unrealized +15.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.13 Unrealized +22.8%
GLAXOSMITHKLINE PLC ADRF 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.85 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.61 Unrealized +21.9%
FOREST CITY ENTERPRISES INC CL A 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
F FORD MOTOR COMPANY NEW 0.0%
Value ($000) $1 Shares 110 Est. Cost $7.61 Unrealized +2.3%
ETN EATON CORPORATION 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.48 Unrealized +12.4%
ABBV ABBVIE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $38.73 Unrealized +12.3%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.70 Unrealized +14.8%
HON HONEYWELL 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.70 Unrealized +26.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.38 Unrealized +9.3%
DU PONT E I DE NEMOUR&CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.51 Unrealized
TJX T J X COS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.25 Unrealized +16.3%
JCI JOHNSON CONTROLS INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $33.21 Unrealized +3.9%
ULBI ULTRALIFE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.90 Unrealized +39.5%
UPS UNITED PARCEL SERVICE B 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.40 Unrealized +12.9%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $116.87 Unrealized
V VISA INC CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $61.26 Unrealized +32.0%
CDK GLOBAL HOLDINGS LLC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $36.56 Unrealized +28.6%
AMT AMERICAN TOWER CORP CLASS A 0.0%
Value ($000) $1 Shares 6 Est. Cost $74.66 Unrealized +17.7%
WMT WAL-MART STORES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $20.82 Unrealized -5.0%
MONSANTO CO NEW DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.31 Unrealized
PPG P P G INDUSTRIES INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $94.24 Unrealized -8.9%
CST BRANDS INC COM ISIN #US12646R1059 SE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TIME INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.18 Unrealized
PIPR PIPER JAFFRAY COS NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.32 Unrealized +30.3%
DELL TECHNOLOGIES INC CL V 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ALLERGAN PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $21.21 Unrealized +36.5%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.61 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.50 Unrealized +27.0%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.85 Unrealized +16.4%
SPDR BARCLAYS CAPITAL 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.16 Unrealized
QUORUM HEALTH CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.40 Unrealized +197.7%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.11 Unrealized 0.0%
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized