WEALTHCARE CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001516450 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $905,711 (100.0% shares, 0.0% debt)

Holdings (193)

VTI VANGUARD TOTAL STOCK MARKET INDEX 45.4%
Value ($000) $411,207 Shares 3,174,853 Est. Cost $88.60 Unrealized
IEF BARCLAYS 7-10 YR TREASURY INDEX 31.8%
Value ($000) $287,895 Shares 2,702,728 Est. Cost $103.61 Unrealized
VEU VANGUARD INTL EQTY INDEX 8.9%
Value ($000) $80,438 Shares 1,526,043 Est. Cost $45.69 Unrealized
TIP BARCLAYS TIPS BOND FUND 7.7%
Value ($000) $69,745 Shares 614,056 Est. Cost $113.53 Unrealized
IEI BARCLAYS 3-7 YR TREASURY INDEX FUND 1.0%
Value ($000) $9,217 Shares 74,624 Est. Cost $122.02 Unrealized
TFI SPDR SER TR BARCLAYS CAP MUN BD E 1.0%
Value ($000) $8,981 Shares 183,621 Est. Cost $47.94 Unrealized
IVV S&P 500 INDEX FUND 0.4%
Value ($000) $3,373 Shares 13,336 Est. Cost $177.85 Unrealized
IWV RUSSELL 3000 INDEX FUND 0.3%
Value ($000) $2,457 Shares 16,460 Est. Cost $110.92 Unrealized
TLH ISHARES TR BARCLAYS 10-20 YR BOND 0.2%
Value ($000) $2,084 Shares 15,277 Est. Cost $126.57 Unrealized
MUB ISHARES S&P NATL AMT FREE MUNI BND FND 0.2%
Value ($000) $1,960 Shares 17,681 Est. Cost $109.04 Unrealized
AGG BARCLAYS AGGREGATE BOND FUND 0.2%
Value ($000) $1,598 Shares 14,585 Est. Cost $109.34 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $1,566 Shares 6,235 Est. Cost $211.21 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.2%
Value ($000) $1,439 Shares 21,012 Est. Cost $57.73 Unrealized
DBEF DBX TRACKERS MSCI ETF 0.2%
Value ($000) $1,384 Shares 44,603 Est. Cost $27.81 Unrealized
SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF 0.1%
Value ($000) $1,327 Shares 22,095 Est. Cost $47.44 Unrealized
JP MORGAN EXCH TRADED NT 0.1%
Value ($000) $1,211 Shares 42,927 Est. Cost $32.01 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.1%
Value ($000) $1,006 Shares 10,836 Est. Cost $86.96 Unrealized
SHY BARCLAYS 1-3 YR TREASURY INDEX FUND 0.1%
Value ($000) $1,000 Shares 11,836 Est. Cost $85.02 Unrealized
IWM RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $964 Shares 6,508 Est. Cost $108.62 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $940 Shares 9,230 Est. Cost $100.85 Unrealized
VCIT VANGUARD INTERM-TERM CORP BD 0.1%
Value ($000) $899 Shares 10,218 Est. Cost $86.02 Unrealized
VWO VANGUARD INTL EQ INDEX FUND 0.1%
Value ($000) $845 Shares 19,389 Est. Cost $39.62 Unrealized
VEA VANGUARD EUROPE PAC INDEX FUND 0.1%
Value ($000) $789 Shares 18,169 Est. Cost $39.55 Unrealized
EWC ISHARES MSCI CANADA INDEX FUND 0.1%
Value ($000) $656 Shares 22,663 Est. Cost $26.89 Unrealized
EEM MSCI EMERGING MKTS INDEX FUND 0.1%
Value ($000) $576 Shares 12,853 Est. Cost $34.76 Unrealized
VNQ VANGUARD REIT INDEX FUND 0.1%
Value ($000) $575 Shares 6,914 Est. Cost $78.80 Unrealized
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $530 Shares 6,461 Est. Cost $54.80 Unrealized -0.8%
IJH S&P MIDCAP 400 0.1%
Value ($000) $524 Shares 2,931 Est. Cost $139.31 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.1%
Value ($000) $513 Shares 15,315 Est. Cost $27.77 Unrealized
MDY MID CAP S P D R TRUST 0.1%
Value ($000) $503 Shares 1,542 Est. Cost $291.62 Unrealized
SHM SPDR SER TR BARCLAYS CAP SHORT TERM 0.1%
Value ($000) $484 Shares 9,952 Est. Cost $48.74 Unrealized
SCZ MSCI EAFE SMALL CAP 0.0%
Value ($000) $414 Shares 6,682 Est. Cost $50.89 Unrealized
SCHM SCH US MID-CAP ETF 0.0%
Value ($000) $366 Shares 7,299 Est. Cost $39.38 Unrealized
MARKET VECTORS ETF TR HIGH YIELD MUN ETF 0.0%
Value ($000) $359 Shares 11,451 Est. Cost $31.06 Unrealized
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY 0.0%
Value ($000) $352 Shares 13,089 Est. Cost $19.64 Unrealized
IVW S&P 500 BARRA GROWTH INDEX FUND 0.0%
Value ($000) $341 Shares 2,379 Est. Cost $103.27 Unrealized
POWERSHARES SENIOR LOAN TRUST II 0.0%
Value ($000) $283 Shares 12,215 Est. Cost $23.85 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $272 Shares 1,768 Est. Cost $25.09 Unrealized +44.1%
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM 0.0%
Value ($000) $230 Shares 4,643 Est. Cost $46.45 Unrealized
IJR S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $218 Shares 2,935 Est. Cost $90.14 Unrealized
IJK S&P MIDCAP 400/BARRA GROWTH 0.0%
Value ($000) $217 Shares 1,070 Est. Cost $136.07 Unrealized
IJJ S&P MIDCAP 400/BARRA VALUE 0.0%
Value ($000) $213 Shares 1,396 Est. Cost $102.09 Unrealized
IVE S&P 500 BARRA VALUE INDEX FUND 0.0%
Value ($000) $200 Shares 1,856 Est. Cost $87.32 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.0%
Value ($000) $188 Shares 2,795 Est. Cost $51.99 Unrealized
NYF ISHARES TR NY AMT FREE 0.0%
Value ($000) $180 Shares 1,608 Est. Cost $107.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE 0.0%
Value ($000) $180 Shares 806 Est. Cost $204.22 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $175 Shares 4,249 Est. Cost $38.42 Unrealized
VIG VANGUARD DIV APPRCIATION 0.0%
Value ($000) $175 Shares 1,844 Est. Cost $80.44 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MKT 0.0%
Value ($000) $173 Shares 3,000 Est. Cost $51.64 Unrealized
VV VANGUARD LARGE CAP INDEX FUND 0.0%
Value ($000) $164 Shares 1,419 Est. Cost $98.83 Unrealized
VGIT VANGUARD GOVT BOND ETF 0.0%
Value ($000) $159 Shares 2,459 Est. Cost $64.45 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK 0.0%
Value ($000) $158 Shares 2,886 Est. Cost $45.83 Unrealized
VXF VANGUARD EXTENDED MKT 0.0%
Value ($000) $139 Shares 1,297 Est. Cost $75.41 Unrealized
VB VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $130 Shares 918 Est. Cost $128.22 Unrealized
IWD RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $124 Shares 1,047 Est. Cost $111.70 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $115 Shares 1,640 Est. Cost $41.12 Unrealized +29.0%
T AT&T CORP 0.0%
Value ($000) $115 Shares 2,944 Est. Cost $13.87 Unrealized +12.5%
DHR DANAHER CORP DEL 0.0%
Value ($000) $114 Shares 1,326 Est. Cost $34.64 Unrealized +105.2%
IWN RUSSELL 2000 VALUE INDEX FUND 0.0%
Value ($000) $110 Shares 887 Est. Cost $91.34 Unrealized
IWO RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $110 Shares 617 Est. Cost $118.03 Unrealized
D DOMINION RES INC VA NEW 0.0%
Value ($000) $109 Shares 1,421 Est. Cost $44.10 Unrealized +21.7%
SCHC SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT 0.0%
Value ($000) $109 Shares 3,031 Est. Cost $28.84 Unrealized
SCHZ SCH US AGG BND ETF 0.0%
Value ($000) $104 Shares 1,982 Est. Cost $51.00 Unrealized
SCHR SCH INTM US TRSR ETF 0.0%
Value ($000) $104 Shares 1,924 Est. Cost $53.47 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STK 0.0%
Value ($000) $94 Shares 1,544 Est. Cost $50.47 Unrealized
FCBC FIRST COMMUNITY BANCSHARES COM 0.0%
Value ($000) $91 Shares 3,117 Est. Cost $10.40 Unrealized +75.2%
MS MORGAN STANLEY 0.0%
Value ($000) $89 Shares 1,839 Est. Cost $22.85 Unrealized +58.7%
VGLT VANGUARD LONG TERM GOVT BOND E TF 0.0%
Value ($000) $79 Shares 1,027 Est. Cost $70.10 Unrealized
SUMMIT FINANCIAL GROUP INC 0.0%
Value ($000) $79 Shares 3,072 Est. Cost $22.14 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $78 Shares 3,060 Est. Cost $10.39 Unrealized +92.1%
META FACEBOOK INC 0.0%
Value ($000) $78 Shares 456 Est. Cost $96.03 Unrealized +72.6%
POWERSHARES DIVIDEND ACHIEVERS 50 INDEX 0.0%
Value ($000) $76 Shares 4,440 Est. Cost $13.40 Unrealized
SPEM SPDR S&P EMERGING MARKET 0.0%
Value ($000) $75 Shares 1,037 Est. Cost $57.23 Unrealized
MCD MCDONALD'S 0.0%
Value ($000) $63 Shares 404 Est. Cost $71.91 Unrealized +78.9%
IBM IBM 0.0%
Value ($000) $62 Shares 425 Est. Cost $97.85 Unrealized -1.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $59 Shares 917 Est. Cost $56.04 Unrealized
BND VANGUARD BOND INDEX FUND 0.0%
Value ($000) $53 Shares 650 Est. Cost $82.77 Unrealized
AMZN AMAZON 0.0%
Value ($000) $51 Shares 53 Est. Cost $23.50 Unrealized +109.1%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $49 Shares 380 Est. Cost $74.55 Unrealized +40.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $49 Shares 624 Est. Cost $42.30 Unrealized +55.2%
XLV SECTOR SPDR HEALTH FUND 0.0%
Value ($000) $49 Shares 600 Est. Cost $72.47 Unrealized
CVX CHEVRONTEXACO CORP 0.0%
Value ($000) $49 Shares 413 Est. Cost $65.96 Unrealized +15.5%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $47 Shares 576 Est. Cost $81.60 Unrealized
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $46 Shares 411 Est. Cost $66.86 Unrealized +33.7%
UNION BANKSHARES CORP COM 0.0%
Value ($000) $44 Shares 1,236 Est. Cost $22.32 Unrealized
FAIRMOUNT SANTROL HOLDINGS INC 0.0%
Value ($000) $44 Shares 9,180 Est. Cost $8.23 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $40 Shares 766 Est. Cost $31.24 Unrealized +17.2%
EFV MSCI EAFE VALUE INDEX FUND 0.0%
Value ($000) $40 Shares 737 Est. Cost $46.93 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $39 Shares 108 Est. Cost $53.48 Unrealized +99.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $39 Shares 780 Est. Cost $31.07 Unrealized -2.7%
IDCC INTERDIGITAL INC PA 0.0%
Value ($000) $39 Shares 525 Est. Cost $45.92 Unrealized +59.4%
MSFT MICROSOFT CORP 0.0%
Value ($000) $35 Shares 471 Est. Cost $36.98 Unrealized +80.3%
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $35 Shares 7,454 Est. Cost $4.63 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $34 Shares 416 Est. Cost $37.50 Unrealized +63.4%
DTH WISDOMTREE INTERNATIONAL HIGH DIV ETF 0.0%
Value ($000) $34 Shares 785 Est. Cost $43.31 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $34 Shares 1,422 Est. Cost $25.16 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $30 Shares 472 Est. Cost $43.41 Unrealized +7.5%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $29 Shares 322 Est. Cost $60.93 Unrealized +19.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $28 Shares 400 Est. Cost $61.34 Unrealized -15.4%
MMM 3M COMPANY 0.0%
Value ($000) $28 Shares 131 Est. Cost $98.21 Unrealized +32.2%
VMBS VANGUARD MORTGAGE BACKED 0.0%
Value ($000) $27 Shares 515 Est. Cost $52.43 Unrealized
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $27 Shares 28 Est. Cost $38.84 Unrealized +21.2%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $25 Shares 458 Est. Cost $54.59 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $24 Shares 663 Est. Cost $20.46 Unrealized +8.8%
EA ELECTRONIC ARTS COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $36.59 Unrealized +207.8%
NUVEEN SENIOR INCOME FD 0.0%
Value ($000) $24 Shares 3,583 Est. Cost $6.59 Unrealized
PEOPLES UTG FINL INC 0.0%
Value ($000) $22 Shares 1,194 Est. Cost $15.17 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $22 Shares 350 Est. Cost $39.73 Unrealized +8.5%
NKE NIKE INC CLASS B 0.0%
Value ($000) $21 Shares 400 Est. Cost $47.03 Unrealized +7.1%
CLAYMORE ETF TR GUGGENHEIM BULLETSHARES 2017 HIGH 0.0%
Value ($000) $21 Shares 810 Est. Cost $26.26 Unrealized
SHV BARCLAYS SHORT TREASURY INDEX FUND 0.0%
Value ($000) $20 Shares 182 Est. Cost $109.89 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 400 Est. Cost $45.57 Unrealized -24.4%
MTUS TIMKENSTEEL CORP COM 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $28.96 Unrealized -47.1%
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 388 Est. Cost $42.01 Unrealized
PFF ISHARES S&P U S PFD FUND 0.0%
Value ($000) $18 Shares 465 Est. Cost $38.71 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $49.25 Unrealized +24.4%
CORPORATE HIGH YIELD FD VI INC 0.0%
Value ($000) $18 Shares 1,575 Est. Cost $11.43 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $17 Shares 125 Est. Cost $61.54 Unrealized +66.9%
SPTL SPDR BARCLAYS CAPITAL LONG TERM TREASURY ETF 0.0%
Value ($000) $17 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 +22.0%
ENDOLOGIX INC COM 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $15.33 Unrealized
DEM WISDOMTREE EMERG MKTS EQUITY I NCOME FUND 0.0%
Value ($000) $13 Shares 294 Est. Cost $30.61 Unrealized
TM TOYOTA MOTOR CP ADR NEWF 0.0%
Value ($000) $13 Shares 110 Est. Cost $109.09 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $12 Shares 119 Est. Cost $87.91 Unrealized +10.3%
HD HOME DEPOT 0.0%
Value ($000) $12 Shares 75 Est. Cost $62.73 Unrealized +99.5%
JPM J P MORGAN CHASE & CO 0.0%
Value ($000) $11 Shares 116 Est. Cost $42.98 Unrealized +71.4%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $54.95 Unrealized +31.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $23.96 Unrealized -4.9%
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $18.49 Unrealized +46.8%
DUK DUKE ENERGY CORPORATION 0.0%
Value ($000) $10 Shares 114 Est. Cost $50.25 Unrealized +21.0%
POTASH CORP SASK INC 0.0%
Value ($000) $10 Shares 535 Est. Cost $18.69 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $122.05 Unrealized +39.7%
DES WISDOMTREE SMALL CAP DIVIDEND 0.0%
Value ($000) $9 Shares 109 Est. Cost $82.57 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND FUN D 0.0%
Value ($000) $9 Shares 91 Est. Cost $98.90 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8 Shares 25 Est. Cost $73.39 Unrealized +225.1%
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $8 Shares 8 Est. Cost $35.61 Unrealized +29.8%
INTC INTEL CORP 0.0%
Value ($000) $8 Shares 219 Est. Cost $25.81 Unrealized +14.6%
HOMETOWN BANKSHARES CORP COM 0.0%
Value ($000) $7 Shares 634 Est. Cost $9.46 Unrealized
KEMPHARM INC COM 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $11.00 Unrealized
VTV VANGUARD LG CAP VALUE INDEX FUND 0.0%
Value ($000) $7 Shares 67 Est. Cost $81.46 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $7 Shares 218 Est. Cost $22.03 Unrealized +12.2%
RETAIL PPTYS AMER INC COM 0.0%
Value ($000) $7 Shares 556 Est. Cost $16.19 Unrealized
NUS NU SKIN ENTERPRISES INC CL A FRMLY NU 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.94 Unrealized -22.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $24.73 Unrealized -1.6%
GSM FERROGLOBE PLC 0.0%
Value ($000) $6 Shares 465 Est. Cost $10.52 Unrealized +18.8%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $6 Shares 59 Est. Cost $55.95 Unrealized +60.1%
IWB RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $5 Shares 35 Est. Cost $105.61 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 375 Est. Cost $18.27 Unrealized -20.8%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $59.99 Unrealized 0.0%
TIME WARNER INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $84.64 Unrealized
CSX C S X CORP 0.0%
Value ($000) $4 Shares 70 Est. Cost $9.71 Unrealized +57.8%
EPR EPR PROPERTIES 0.0%
Value ($000) $4 Shares 54 Est. Cost $74.07 Unrealized
VBR VANGUARD SMALL CAP INDEX FUND 0.0%
Value ($000) $4 Shares 34 Est. Cost $83.89 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $190.55 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $44.13 Unrealized +46.7%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $3 Shares 183 Est. Cost $7.43 Unrealized -2.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.20 Unrealized +21.5%
TRV TRAVELERS COMPANIES, INC. 0.0%
Value ($000) $3 Shares 24 Est. Cost $81.74 Unrealized +27.2%
RAYTHEON 0.0%
Value ($000) $3 Shares 15 Est. Cost $117.85 Unrealized
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 +22.4%
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 +38.5%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $78.71 Unrealized +11.2%
PPG P P G INDUSTRIES INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $94.24 Unrealized -3.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.68 Unrealized +39.7%
APOLLO INVESTMENT CORP 0.0%
Value ($000) $2 Shares 370 Est. Cost $6.93 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 224 Est. Cost $8.93 Unrealized
HON HONEYWELL 0.0%
Value ($000) $1 Shares 9 Est. Cost $72.70 Unrealized +43.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $20.82 Unrealized +10.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $36.61 Unrealized +11.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $36.56 Unrealized +35.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $76.32 Unrealized +19.2%
WIP SPDR SER TR DB INTL GOVT INFLATION 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
TJX T J X COS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.25 Unrealized +8.3%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.38 Unrealized +31.6%
ULBI ULTRALIFE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.90 Unrealized +74.6%
UPS UNITED PARCEL SERVICE B 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.40 Unrealized +19.4%
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 +56.2%
CHTR CHARTER COMMUNICATIONS, INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.89 Unrealized +73.2%
CDK GLOBAL HOLDINGS LLC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
MONSANTO CO NEW DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.31 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.11 Unrealized +2.6%
UNITED COMMUNITY FINANCIAL CORP OHIO 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
TIME INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RITE AID CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
WINDSTREAM CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ALLERGAN PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VERITIV CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized