NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 19, 2017

Total Value ($000): $419,492 (100.0% shares, 0.0% debt)

Holdings (322)

AGG ISHARES CORE U.S. AGGREGATE BOND ETF 10.2%
Value ($000) $42,674 Shares 393,349 Est. Cost $110.36 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 6.0%
Value ($000) $25,212 Shares 556,683 Est. Cost $42.04 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 5.9%
Value ($000) $24,767 Shares 569,758 Est. Cost $40.63 Unrealized
SPY SPDR S&P 500 ETF 4.8%
Value ($000) $20,231 Shares 85,818 Est. Cost $215.41 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 4.0%
Value ($000) $16,798 Shares 343,726 Est. Cost $49.28 Unrealized
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 3.9%
Value ($000) $16,210 Shares 438,947 Est. Cost $36.77 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 3.8%
Value ($000) $16,007 Shares 266,119 Est. Cost $52.66 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 3.7%
Value ($000) $15,671 Shares 177,998 Est. Cost $76.61 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 3.5%
Value ($000) $14,847 Shares 542,074 Est. Cost $26.05 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 3.4%
Value ($000) $14,257 Shares 415,406 Est. Cost $32.88 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 3.2%
Value ($000) $13,377 Shares 515,095 Est. Cost $25.97 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value ($000) $13,094 Shares 120,172 Est. Cost $109.01 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 2.2%
Value ($000) $9,126 Shares 189,728 Est. Cost $46.36 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 2.1%
Value ($000) $8,748 Shares 198,995 Est. Cost $45.10 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.1%
Value ($000) $8,673 Shares 50,656 Est. Cost $153.93 Unrealized
SPIB SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF 2.0%
Value ($000) $8,565 Shares 250,963 Est. Cost $33.91 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.8%
Value ($000) $7,680 Shares 63,305 Est. Cost $108.49 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 1.7%
Value ($000) $7,273 Shares 69,117 Est. Cost $105.61 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.7%
Value ($000) $7,149 Shares 88,175 Est. Cost $82.96 Unrealized
MBB ISHARES MBS ETF 1.5%
Value ($000) $6,449 Shares 60,530 Est. Cost $107.98 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $5,802 Shares 147,643 Est. Cost $37.60 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.4%
Value ($000) $5,727 Shares 82,805 Est. Cost $89.74 Unrealized
AQUA AMERICA INC COM 1.3%
Value ($000) $5,622 Shares 174,877 Est. Cost $31.81 Unrealized
POWERSHARES DWA EMERGING MARKETS MOMENTUM PORTFOLIO 1.3%
Value ($000) $5,295 Shares 322,845 Est. Cost $16.40 Unrealized
POWERSHARES DWA DEVELOPED MARKETS MOMENTUM PORTFOLIO 1.3%
Value ($000) $5,258 Shares 225,471 Est. Cost $23.15 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 1.0%
Value ($000) $4,064 Shares 105,018 Est. Cost $39.13 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.9%
Value ($000) $3,963 Shares 70,431 Est. Cost $53.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.9%
Value ($000) $3,604 Shares 43,109 Est. Cost $83.08 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.8%
Value ($000) $3,215 Shares 32,226 Est. Cost $101.37 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.7%
Value ($000) $2,881 Shares 60,236 Est. Cost $44.77 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $2,870 Shares 72,266 Est. Cost $38.48 Unrealized
EWZ ISHARES MSCI BRAZIL CAPPED ETF 0.6%
Value ($000) $2,489 Shares 66,431 Est. Cost $34.36 Unrealized
ISHARES COMEX GOLD TRUST 0.6%
Value ($000) $2,363 Shares 196,740 Est. Cost $12.07 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.5%
Value ($000) $2,169 Shares 18,342 Est. Cost $109.05 Unrealized
ISHARES MSCI RUSSIA CAPPED INDEX ETF 0.5%
Value ($000) $2,060 Shares 64,135 Est. Cost $32.12 Unrealized
EPU ISHARES MSCI ALL PERU CAPPED ETF 0.5%
Value ($000) $2,034 Shares 59,681 Est. Cost $33.36 Unrealized
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.5%
Value ($000) $2,004 Shares 47,463 Est. Cost $43.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $1,553 Shares 14,252 Est. Cost $112.15 Unrealized
POWERSHARES FINANCIAL PREFERRED PORTFOLIO 0.3%
Value ($000) $1,373 Shares 73,586 Est. Cost $18.80 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $1,359 Shares 10,357 Est. Cost $129.42 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $1,349 Shares 20,488 Est. Cost $35.28 Unrealized +63.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,324 Shares 15,052 Est. Cost $78.70 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.3%
Value ($000) $1,324 Shares 20,973 Est. Cost $29.32 Unrealized +48.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,312 Shares 17,643 Est. Cost $71.69 Unrealized
HPQ HP INC COM 0.3%
Value ($000) $1,295 Shares 72,449 Est. Cost $8.46 Unrealized +43.0%
PFE PFIZER INC COM 0.3%
Value ($000) $1,291 Shares 37,736 Est. Cost $18.87 Unrealized +13.4%
BBY BEST BUY INC COM 0.3%
Value ($000) $1,275 Shares 25,946 Est. Cost $26.13 Unrealized +24.5%
POWERSHARES NATIONAL AMT-FREE MUNICIPAL BOND PORTFOLIO 0.3%
Value ($000) $1,275 Shares 50,941 Est. Cost $25.26 Unrealized
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO 0.3%
Value ($000) $1,233 Shares 42,415 Est. Cost $30.63 Unrealized
POWERSHARES SENIOR LOAN PORTFOLIO 0.3%
Value ($000) $1,212 Shares 52,094 Est. Cost $23.36 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,205 Shares 24,715 Est. Cost $28.45 Unrealized +10.5%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $1,182 Shares 8,978 Est. Cost $76.78 Unrealized +20.6%
KKR & CO L P DEL COM UNITS 0.3%
Value ($000) $1,174 Shares 64,410 Est. Cost $18.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,174 Shares 1,415 Est. Cost $35.61 Unrealized +14.3%
VLO VALERO ENERGY CORP NEW COM 0.3%
Value ($000) $1,143 Shares 17,247 Est. Cost $38.08 Unrealized +23.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $1,132 Shares 6,502 Est. Cost $91.62 Unrealized +24.8%
T AT&T INC COM 0.3%
Value ($000) $1,115 Shares 26,835 Est. Cost $12.73 Unrealized +31.4%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $1,066 Shares 12,674 Est. Cost $52.54 Unrealized +32.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,034 Shares 15,866 Est. Cost $38.04 Unrealized +14.3%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $1,027 Shares 29,053 Est. Cost $26.58 Unrealized +16.4%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,022 Shares 1,153 Est. Cost $28.15 Unrealized +48.0%
BLACKSTONE GROUP L P COM UNIT LTD 0.2%
Value ($000) $1,010 Shares 34,003 Est. Cost $29.92 Unrealized
EXC EXELON CORP COM 0.2%
Value ($000) $1,007 Shares 27,998 Est. Cost $16.07 Unrealized +16.4%
F FORD MTR CO DEL COM PAR $0.01 0.2%
Value ($000) $990 Shares 85,032 Est. Cost $7.69 Unrealized +1.2%
SO SOUTHERN CO COM 0.2%
Value ($000) $975 Shares 19,580 Est. Cost $32.93 Unrealized +3.7%
RVNU DEUTSCHE X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF 0.2%
Value ($000) $942 Shares 36,220 Est. Cost $25.77 Unrealized
HCP INC COM 0.2%
Value ($000) $912 Shares 29,160 Est. Cost $35.20 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $906 Shares 26,812 Est. Cost $18.07 Unrealized +36.9%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $866 Shares 12,752 Est. Cost $50.41 Unrealized +0.5%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $849 Shares 9,446 Est. Cost $60.93 Unrealized +14.9%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $844 Shares 14,095 Est. Cost $43.61 Unrealized +9.9%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $825 Shares 11,450 Est. Cost $19.62 Unrealized +0.8%
CAG CONAGRA BRANDS INC COM 0.2%
Value ($000) $819 Shares 20,311 Est. Cost $22.97 Unrealized +25.5%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $809 Shares 7,542 Est. Cost $76.89 Unrealized +1.9%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $805 Shares 18,160 Est. Cost $32.17 Unrealized +1.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $804 Shares 9,804 Est. Cost $49.54 Unrealized +11.6%
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $796 Shares 10,482 Est. Cost $23.19 Unrealized +12.7%
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN 0.2%
Value ($000) $794 Shares 35,664 Est. Cost $22.26 Unrealized
TU TELUS CORP COM 0.2%
Value ($000) $791 Shares 24,338 Est. Cost $15.95 Unrealized +2.8%
M MACYS INC COM 0.2%
Value ($000) $769 Shares 25,934 Est. Cost $30.93 Unrealized -0.1%
FE FIRSTENERGY CORP COM 0.2%
Value ($000) $769 Shares 24,155 Est. Cost $22.45 Unrealized -4.8%
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.2%
Value ($000) $752 Shares 29,407 Est. Cost $25.37 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $634 Shares 8,163 Est. Cost $42.68 Unrealized +28.1%
AAPL APPLE INC COM 0.2%
Value ($000) $630 Shares 4,387 Est. Cost $22.06 Unrealized +38.0%
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $625 Shares 12,420 Est. Cost $37.75 Unrealized +29.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $608 Shares 12,002 Est. Cost $52.38 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $567 Shares 19,041 Est. Cost $25.30 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.1%
Value ($000) $525 Shares 20,477 Est. Cost $25.64 Unrealized
CURRENCYSHARES CANADIAN DOLLAR TRUST 0.1%
Value ($000) $476 Shares 6,410 Est. Cost $75.13 Unrealized
IPATH BLOOMBERG INDUSTRIAL METALS SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $459 Shares 18,160 Est. Cost $23.68 Unrealized
JJCTF IPATH BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $453 Shares 14,890 Est. Cost $28.73 Unrealized
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.1%
Value ($000) $427 Shares 15,755 Est. Cost $27.96 Unrealized
MLN VANECK VECTORS AMT-FREE LONG MUNICIPAL INDEX ETF 0.1%
Value ($000) $391 Shares 20,009 Est. Cost $21.09 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $348 Shares 10,965 Est. Cost $27.56 Unrealized
VANECK VECTORS PRE-REFUNDED MUNICIPAL INDEX ETF 0.1%
Value ($000) $338 Shares 13,843 Est. Cost $24.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $325 Shares 1,950 Est. Cost $127.71 Unrealized +31.0%
VANECK VECTORS RUSSIA ETF 0.1%
Value ($000) $308 Shares 14,877 Est. Cost $18.76 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $290 Shares 7,728 Est. Cost $24.86 Unrealized +20.3%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $285 Shares 6,770 Est. Cost $34.57 Unrealized 0.0%
META FACEBOOK INC CL A 0.1%
Value ($000) $277 Shares 1,953 Est. Cost $85.39 Unrealized +55.4%
GRAMERCY PPTY TR COM NEW 0.1%
Value ($000) $267 Shares 10,142 Est. Cost $9.17 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $249 Shares 1,921 Est. Cost $79.78 Unrealized +27.5%
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF 0.1%
Value ($000) $226 Shares 8,859 Est. Cost $25.40 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $204 Shares 1,635 Est. Cost $67.74 Unrealized +37.9%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value ($000) $199 Shares 6,509 Est. Cost $32.32 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $172 Shares 1,525 Est. Cost $48.82 Unrealized +34.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $161 Shares 2,250 Est. Cost $18.81 Unrealized +105.0%
ACNB ACNB CORP COM 0.0%
Value ($000) $145 Shares 5,030 Est. Cost $13.83 Unrealized +62.7%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $139 Shares 1,372 Est. Cost $103.56 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $135 Shares 4,250 Est. Cost $16.17 Unrealized +22.9%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $132 Shares 1,000 Est. Cost $72.91 Unrealized +24.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $130 Shares 885 Est. Cost $96.57 Unrealized +18.4%
MRK MERCK & CO INC COM 0.0%
Value ($000) $114 Shares 1,787 Est. Cost $34.04 Unrealized +35.3%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $104 Shares 4,847 Est. Cost $24.14 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $102 Shares 1,249 Est. Cost $54.36 Unrealized +3.2%
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $94 Shares 4,000 Est. Cost $11.50 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $86 Shares 500 Est. Cost $151.62 Unrealized +17.1%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $84 Shares 1,048 Est. Cost $63.70 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $82 Shares 1,400 Est. Cost $47.41 Unrealized -1.3%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $80 Shares 4,671 Est. Cost $20.26 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $77 Shares 2,800 Est. Cost $59.46 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $76 Shares 461 Est. Cost $100.37 Unrealized +41.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $74 Shares 836 Est. Cost $74.70 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $70 Shares 1,294 Est. Cost $34.38 Unrealized +16.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $67 Shares 2,305 Est. Cost $22.39 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $63 Shares 74 Est. Cost $36.80 Unrealized +13.4%
AOS SMITH A O COM 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $29.30 Unrealized +45.6%
KANDI TECHNOLOGIES GROUP INC COM 0.0%
Value ($000) $61 Shares 16,000 Est. Cost $5.63 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $60 Shares 662 Est. Cost $76.54 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $59 Shares 600 Est. Cost $65.88 Unrealized +12.7%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $56 Shares 425 Est. Cost $77.10 Unrealized +33.5%
EATON VANCE TXMGD GL BUYWR OPP COM 0.0%
Value ($000) $56 Shares 5,175 Est. Cost $10.82 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $52 Shares 673 Est. Cost $73.77 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $50 Shares 400 Est. Cost $64.08 Unrealized +43.5%
GUGGENHEIM BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 2,150 Est. Cost $20.74 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $43 Shares 725 Est. Cost $46.48 Unrealized +12.4%
KO COCA COLA CO COM 0.0%
Value ($000) $41 Shares 960 Est. Cost $29.66 Unrealized +6.3%
FDX FEDEX CORP COM 0.0%
Value ($000) $39 Shares 200 Est. Cost $114.66 Unrealized +44.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $39 Shares 440 Est. Cost $42.65 Unrealized +63.4%
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 1,800 Est. Cost $20.79 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $38 Shares 576 Est. Cost $62.97 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $37 Shares 295 Est. Cost $88.16 Unrealized +25.9%
ISHARES IBONDS MAR 2023 TERM CORPORATE EX-FINANCIALS ETF 0.0%
Value ($000) $36 Shares 1,470 Est. Cost $68.87 Unrealized
CERNER CORP COM 0.0%
Value ($000) $35 Shares 600 Est. Cost $53.33 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $34 Shares 400 Est. Cost $74.79 Unrealized -1.2%
TAUBMAN CTRS INC COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $76.00 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $23.60 Unrealized +16.6%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $31 Shares 274 Est. Cost $83.78 Unrealized +23.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $31 Shares 218 Est. Cost $119.27 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $31 Shares 864 Est. Cost $38.77 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $31 Shares 5,174 Est. Cost $5.70 Unrealized
WHOLE FOODS MKT INC COM 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $51.00 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $28 Shares 510 Est. Cost $19.74 Unrealized +61.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $28 Shares 264 Est. Cost $68.78 Unrealized +27.4%
GUGGENHEIM S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $28 Shares 902 Est. Cost $27.72 Unrealized
SPHY SPDR BOFA MERRILL LYNCH CROSSOVER CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 1,025 Est. Cost $26.02 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $27 Shares 244 Est. Cost $72.89 Unrealized +29.5%
JANUS VELOCITY TAIL RISK HEDGED LARGE CAP ETF 0.0%
Value ($000) $27 Shares 930 Est. Cost $27.42 Unrealized
POWERSHARES BUILD AMERICA BOND PORTFOLIO 0.0%
Value ($000) $26 Shares 890 Est. Cost $28.20 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $3.50 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $25 Shares 393 Est. Cost $43.26 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $25 Shares 416 Est. Cost $59.16 Unrealized -0.7%
BAC BANK AMER CORP COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $10.48 Unrealized +85.0%
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $23 Shares 1,200 Est. Cost $36.20 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $22 Shares 302 Est. Cost $74.39 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $22 Shares 303 Est. Cost $55.99 Unrealized +1.6%
SPTL SPDR BLOOMBERG BARCLAYS LONG TERM TREASURY ETF 0.0%
Value ($000) $22 Shares 310 Est. Cost $79.00 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $21 Shares 249 Est. Cost $83.77 Unrealized
EWW ISHARES MSCI MEXICO CAPPED ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $65.00 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $20 Shares 180 Est. Cost $87.23 Unrealized +19.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $20 Shares 340 Est. Cost $33.90 Unrealized +31.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $20 Shares 370 Est. Cost $57.32 Unrealized
COLONY NORTHSTAR INC CL A COM 0.0%
Value ($000) $19 Shares 1,494 Est. Cost $12.72 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $18.90 Unrealized +65.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $18 Shares 210 Est. Cost $68.14 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $111.13 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 355 Est. Cost $42.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $17 Shares 70 Est. Cost $194.62 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $15 Shares 230 Est. Cost $45.27 Unrealized +35.1%
MMM 3M CO COM 0.0%
Value ($000) $14 Shares 71 Est. Cost $96.50 Unrealized +17.8%
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 650 Est. Cost $20.88 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $14 Shares 101 Est. Cost $89.11 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $14 Shares 376 Est. Cost $27.71 Unrealized +7.1%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $53.09 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $12 Shares 873 Est. Cost $12.20 Unrealized +6.9%
CATCHMARK TIMBER TR INC CL A 0.0%
Value ($000) $12 Shares 1,047 Est. Cost $11.46 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $37.75 Unrealized +17.4%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $11 Shares 1,204 Est. Cost $2.66 Unrealized +15.3%
ISHARES IBONDS MAR 2020 CORPORATE EX-FINANCIALS TERM ETF 0.0%
Value ($000) $11 Shares 455 Est. Cost $43.93 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $11 Shares 45 Est. Cost $244.44 Unrealized
ANTARES PHARMA INC COM 0.0%
Value ($000) $11 Shares 3,750 Est. Cost $0.80 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $11 Shares 140 Est. Cost $82.81 Unrealized -7.2%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $11 Shares 132 Est. Cost $66.77 Unrealized +34.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $57.32 Unrealized +7.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $10 Shares 173 Est. Cost $40.61 Unrealized +9.9%
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $10 Shares 175 Est. Cost $40.61 Unrealized +9.2%
CSX CSX CORP COM 0.0%
Value ($000) $10 Shares 205 Est. Cost $9.83 Unrealized +37.4%
ANADARKO PETE CORP COM 0.0%
Value ($000) $10 Shares 160 Est. Cost $62.50 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 83 Est. Cost $98.18 Unrealized +5.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $10 Shares 438 Est. Cost $22.61 Unrealized -39.7%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 132 Est. Cost $75.76 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $10 Shares 154 Est. Cost $32.11 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $72.97 Unrealized +20.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 211 Est. Cost $31.58 Unrealized +13.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $9 Shares 64 Est. Cost $104.09 Unrealized +10.4%
BIIB BIOGEN INC COM 0.0%
Value ($000) $9 Shares 34 Est. Cost $282.75 Unrealized 0.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $9 Shares 127 Est. Cost $34.23 Unrealized +89.4%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.31 Unrealized +10.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $103.67 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $85.39 Unrealized +21.6%
DBEU DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $26.02 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.67 Unrealized +15.2%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 187 Est. Cost $42.78 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $8 Shares 185 Est. Cost $42.63 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $161.17 Unrealized +24.1%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $7 Shares 80 Est. Cost $54.72 Unrealized +34.6%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $189.93 Unrealized +13.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $51.98 Unrealized +15.3%
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $58.86 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $22.47 Unrealized +7.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $6 Shares 135 Est. Cost $32.90 Unrealized +4.6%
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $6 Shares 145 Est. Cost $43.20 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $6 Shares 87 Est. Cost $27.89 Unrealized +3.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $14.03 Unrealized 0.0%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $6 Shares 215 Est. Cost $20.17 Unrealized -11.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $6 Shares 99 Est. Cost $52.01 Unrealized -3.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $58.75 Unrealized +13.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $6 Shares 50 Est. Cost $117.64 Unrealized
WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.08 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $6 Shares 78 Est. Cost $70.22 Unrealized -13.7%
IP INTL PAPER CO COM 0.0%
Value ($000) $6 Shares 115 Est. Cost $31.50 Unrealized +8.5%
KEY KEYCORP NEW COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $12.49 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $39.22 Unrealized -6.8%
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $72.46 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $61.46 Unrealized -1.4%
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $142.86 Unrealized
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $5 Shares 114 Est. Cost $43.86 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.36 Unrealized -10.1%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $5 Shares 140 Est. Cost $23.02 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $13.14 Unrealized +28.7%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 310 Est. Cost $16.13 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $65.21 Unrealized -0.3%
TWENTY FIRST CENTY FOX INC CL A 0.0%
Value ($000) $5 Shares 154 Est. Cost $26.47 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $5 Shares 36 Est. Cost $124.53 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $5 Shares 50 Est. Cost $49.39 Unrealized +9.7%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $83.28 Unrealized +25.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $113.06 Unrealized +34.5%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $80.51 Unrealized
HCA HCA HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $69.62 Unrealized +11.3%
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $5 Shares 453 Est. Cost $11.04 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $4 Shares 47 Est. Cost $64.43 Unrealized -3.2%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $55.57 Unrealized -6.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $62.61 Unrealized +14.6%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $70.39 Unrealized +42.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $138.32 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $71.77 Unrealized +17.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $53.34 Unrealized +9.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $47.61 Unrealized +39.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $54.84 Unrealized +26.1%
BAKER HUGHES INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $106.87 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $4 Shares 95 Est. Cost $63.16 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $114.14 Unrealized +39.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $24.23 Unrealized +3.8%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $127.68 Unrealized +18.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $136.84 Unrealized -0.2%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $35.54 Unrealized +17.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $4 Shares 61 Est. Cost $40.25 Unrealized +16.0%
SUN BANCORP INC COM NEW 0.0%
Value ($000) $4 Shares 179 Est. Cost $16.76 Unrealized
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 0.0%
Value ($000) $4 Shares 104 Est. Cost $48.08 Unrealized
DBJP DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.81 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $4 Shares 126 Est. Cost $26.97 Unrealized -1.7%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $67.30 Unrealized +56.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $88.35 Unrealized +32.7%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $50.64 Unrealized
BNO UNITED STATES BRENT OIL FUND 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
IPATH PURE BETA COTTON ETN 0.0%
Value ($000) $3 Shares 85 Est. Cost $23.54 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $55.30 Unrealized +3.5%
POWERSHARES DB ENERGY FUND 0.0%
Value ($000) $3 Shares 210 Est. Cost $13.81 Unrealized
HARRIS CORP DEL COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $50.93 Unrealized -1.7%
SOYB TEUCRIUM SOYBEAN FUND 0.0%
Value ($000) $3 Shares 145 Est. Cost $18.56 Unrealized
IPATH PURE BETA COPPER ETN 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $43.70 Unrealized -2.4%
IPATH PURE BETA CRUDE OIL ETN 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
UGA UNITED STATES GASOLINE FUND, LP 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $66.14 Unrealized +10.7%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
CENTRAL FD CDA LTD CL A 0.0%
Value ($000) $3 Shares 265 Est. Cost $11.32 Unrealized
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $3 Shares 116 Est. Cost $34.48 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.60 Unrealized +3.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $73.54 Unrealized +11.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $97.96 Unrealized +15.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $27.68 Unrealized +51.9%
EBAY EBAY INC COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $21.24 Unrealized +36.2%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.43 Unrealized
PRAXAIR INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $109.38 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $3 Shares 73 Est. Cost $36.14 Unrealized +2.2%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $69.72 Unrealized +40.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.91 Unrealized +7.5%
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $58.44 Unrealized -15.6%
POWERSHARES DB BASE METALS FUND 0.0%
Value ($000) $3 Shares 190 Est. Cost $14.92 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $333.62 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $68.09 Unrealized +12.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $116.70 Unrealized +9.0%
KSS KOHLS CORP COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $49.49 Unrealized -17.5%
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.32 Unrealized -2.1%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $139.95 Unrealized +14.1%
PII POLARIS INDS INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.64 Unrealized -2.9%
NORDSTROM INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.25 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $57.69 Unrealized
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $2 Shares 37 Est. Cost $27.76 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.29 Unrealized -1.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 30 Est. Cost $71.05 Unrealized
GIGAMON INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $50.00 Unrealized
UNITED STATES OIL FUND, LP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $45.12 Unrealized 0.0%
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
NEURALSTEM INC COM NEW 0.0%
Value ($000) $1 Shares 154 Est. Cost $0.50 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.32 Unrealized 0.0%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost $30.92 Unrealized
VERSUM MATLS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized