Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 17, 2014

Total Value ($000): $335,865 (100.0% shares, 0.0% debt)

Holdings (201)

IVV iShares S&P 500 8.6%
Value ($000) $28,742 Shares 144,970 Est. Cost $197.00 Unrealized
OXY Occidental PTL. 6.5%
Value ($000) $21,688 Shares 225,564 Est. Cost $62.71 Unrealized +8.5%
Altera Corp 5.4%
Value ($000) $18,248 Shares 510,000 Est. Cost $34.79 Unrealized
AAPL Apple 3.5%
Value ($000) $11,611 Shares 115,249 Est. Cost $32.41 Unrealized -33.3%
LLY Lilly Eli & Company 2.5%
Value ($000) $8,306 Shares 128,073 Est. Cost $48.02 Unrealized +7.0%
AMGN Amgen Incorporated 2.1%
Value ($000) $7,127 Shares 50,738 Est. Cost $88.66 Unrealized +6.6%
GILD Gilead Sciences 1.9%
Value ($000) $6,438 Shares 60,482 Est. Cost $54.41 Unrealized +25.0%
HD Home Depot 1.6%
Value ($000) $5,489 Shares 59,836 Est. Cost $213.33 Unrealized -69.2%
Celgene 1.6%
Value ($000) $5,273 Shares 55,635 Est. Cost $127.38 Unrealized
Actavis PLC Eur1 1.5%
Value ($000) $5,036 Shares 20,870 Est. Cost $167.97 Unrealized
LYB Lyondellbasell Inds.CL.A 1.5%
Value ($000) $5,035 Shares 46,342 Est. Cost $61.79 Unrealized -4.2%
DIS Walt Disney 1.5%
Value ($000) $4,915 Shares 55,202 Est. Cost $94.06 Unrealized -15.7%
Seadrill LTD F 1.4%
Value ($000) $4,711 Shares 176,062 Est. Cost $39.81 Unrealized
SPY S P D R S&P 500 ETF TR 1.4%
Value ($000) $4,645 Shares 23,578 Est. Cost $201.70 Unrealized
CTRA Cabot Oil & Gas CP 1.3%
Value ($000) $4,266 Shares 130,488 Est. Cost $25.93 Unrealized -6.6%
FDX Fedex Corporation 1.2%
Value ($000) $4,006 Shares 24,811 Est. Cost $118.51 Unrealized +8.9%
Ultra Petroleum Corp 1.1%
Value ($000) $3,722 Shares 160,000 Est. Cost $29.69 Unrealized
BP Prudhoe Bay RTY 1.1%
Value ($000) $3,706 Shares 39,331 Est. Cost $98.95 Unrealized
Dun & Bradstreet Del. 1.0%
Value ($000) $3,524 Shares 30,000 Est. Cost $122.73 Unrealized
AXP American Express 1.0%
Value ($000) $3,343 Shares 38,191 Est. Cost $130.30 Unrealized -41.3%
TRV Travelers Cos. 0.9%
Value ($000) $3,157 Shares 33,606 Est. Cost $145.75 Unrealized -50.3%
TMO Thermo Fisher Scientific 0.9%
Value ($000) $3,101 Shares 25,484 Est. Cost $507.20 Unrealized -76.9%
ADBE Adobe Systems Inc 0.9%
Value ($000) $3,010 Shares 43,500 Est. Cost $64.50 Unrealized +9.9%
Discover Financial SVS. 0.9%
Value ($000) $3,003 Shares 46,642 Est. Cost $55.93 Unrealized
F Ford Motor 0.9%
Value ($000) $2,990 Shares 202,181 Est. Cost $9.21 Unrealized +1.9%
Clearbridge Engy M 0.9%
Value ($000) $2,955 Shares 128,270 Est. Cost $23.94 Unrealized
GVA Granite Constr Inc 0.9%
Value ($000) $2,953 Shares 92,840 Est. Cost $36.55 Unrealized -5.6%
Google Inc CL C 0.9%
Value ($000) $2,945 Shares 5,101 Est. Cost $575.20 Unrealized
CVS CVS Caremark 0.9%
Value ($000) $2,860 Shares 35,931 Est. Cost $75.70 Unrealized -24.1%
New York CMNTY Bancorp 0.8%
Value ($000) $2,854 Shares 179,867 Est. Cost $15.98 Unrealized
DR Pepper Snapple Group 0.8%
Value ($000) $2,828 Shares 43,968 Est. Cost $48.72 Unrealized
IBM IBM 0.8%
Value ($000) $2,807 Shares 14,787 Est. Cost $114.80 Unrealized -0.4%
BRK/B Berkshire Hathaway 'B' 0.8%
Value ($000) $2,777 Shares 20,104 Est. Cost $262.04 Unrealized -49.2%
United Technologies 0.8%
Value ($000) $2,697 Shares 25,540 Est. Cost $113.82 Unrealized
CMCSA Comcast 'a' 0.8%
Value ($000) $2,665 Shares 49,558 Est. Cost $29.33 Unrealized -27.8%
MCD McDonalds 0.8%
Value ($000) $2,610 Shares 27,530 Est. Cost $228.88 Unrealized -68.9%
Google 'a' 0.8%
Value ($000) $2,591 Shares 4,403 Est. Cost $1120.42 Unrealized
PM Philip Morris Intl. 0.7%
Value ($000) $2,462 Shares 29,521 Est. Cost $54.01 Unrealized -11.3%
PFE Pfizer Incorporated 0.7%
Value ($000) $2,404 Shares 81,283 Est. Cost $20.19 Unrealized -13.6%
LQD iShares TST.iBoxx Invest Top Inv.Gde.CPRT.BD.FD. 0.7%
Value ($000) $2,386 Shares 20,181 Est. Cost $114.63 Unrealized
XOM Exxon Mobil 0.7%
Value ($000) $2,383 Shares 25,333 Est. Cost $86.98 Unrealized -29.3%
CVX Chevron 0.7%
Value ($000) $2,273 Shares 19,047 Est. Cost $143.67 Unrealized -45.4%
NSC Norfolk Southern 0.7%
Value ($000) $2,252 Shares 20,178 Est. Cost $190.51 Unrealized -56.6%
Linear Tech. 0.7%
Value ($000) $2,242 Shares 50,500 Est. Cost $45.54 Unrealized
RHHBY Roche HLDG LTD Spon Adrf 0.7%
Value ($000) $2,240 Shares 60,470 Est. Cost $37.29 Unrealized
MMM 3M 0.6%
Value ($000) $2,161 Shares 15,251 Est. Cost $109.22 Unrealized -23.5%
ADI Analog Devices 0.6%
Value ($000) $2,118 Shares 42,800 Est. Cost $41.49 Unrealized -2.5%
Student 0.6%
Value ($000) $2,077 Shares 332,297 Est. Cost $6.62 Unrealized
EMR Emerson Electric 0.6%
Value ($000) $2,032 Shares 32,473 Est. Cost $59.65 Unrealized -19.9%
CRM Salesforce Com 0.6%
Value ($000) $2,024 Shares 35,178 Est. Cost $138.42 Unrealized -59.8%
VZ Verizon Communications 0.6%
Value ($000) $1,946 Shares 38,921 Est. Cost $28.43 Unrealized -2.2%
BlackRock 0.6%
Value ($000) $1,900 Shares 5,787 Est. Cost $374.33 Unrealized
iShares Mortgage 0.6%
Value ($000) $1,893 Shares 160,543 Est. Cost $12.63 Unrealized
MCO Moody's 0.6%
Value ($000) $1,890 Shares 20,000 Est. Cost $243.12 Unrealized -66.5%
JNJ Johnson & Johnson 0.6%
Value ($000) $1,853 Shares 17,380 Est. Cost $159.57 Unrealized -52.6%
IJR iShares TST.S&P SML.Cap. 600 0.5%
Value ($000) $1,742 Shares 16,700 Est. Cost $87.19 Unrealized
RRC Range Resources Corp 0.5%
Value ($000) $1,696 Shares 25,012 Est. Cost $89.48 Unrealized -14.7%
CAT Caterpillar 0.5%
Value ($000) $1,679 Shares 16,950 Est. Cost $77.95 Unrealized +1.7%
SCCO Southern Copper Corp 0.5%
Value ($000) $1,668 Shares 56,270 Est. Cost $19.24 Unrealized +8.6%
Praxair 0.5%
Value ($000) $1,599 Shares 12,395 Est. Cost $129.97 Unrealized
MSFT Microsoft 0.5%
Value ($000) $1,550 Shares 33,435 Est. Cost $101.92 Unrealized -63.0%
Potash Corp Sask Inc F 0.4%
Value ($000) $1,462 Shares 42,315 Est. Cost $37.95 Unrealized
Gastar Exploration 0.4%
Value ($000) $1,455 Shares 57,619 Est. Cost $25.41 Unrealized
EFA IShares MSCI EAFE 0.4%
Value ($000) $1,404 Shares 21,889 Est. Cost $65.87 Unrealized
META Facebook Inc Class A 0.4%
Value ($000) $1,339 Shares 16,937 Est. Cost $135.69 Unrealized -46.3%
Apache 0.4%
Value ($000) $1,312 Shares 13,973 Est. Cost $86.23 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,268 Shares 6,940 Est. Cost $124.88 Unrealized 0.0%
Calumet Specialty Prod 0.4%
Value ($000) $1,249 Shares 45,488 Est. Cost $31.81 Unrealized
PIMCO High Income FD 0.4%
Value ($000) $1,247 Shares 106,973 Est. Cost $13.63 Unrealized
COST Costco Wholesale 0.4%
Value ($000) $1,197 Shares 9,555 Est. Cost $425.46 Unrealized -77.2%
TLT iShares 20+ Year 0.4%
Value ($000) $1,180 Shares 10,150 Est. Cost $113.50 Unrealized
EPD Enterprise PRDS.PTNS.LP. 0.3%
Value ($000) $1,173 Shares 29,100 Est. Cost $32.75 Unrealized
General Electric 0.3%
Value ($000) $1,158 Shares 45,193 Est. Cost $27.69 Unrealized
SCHX Schwab US Large-Cap Equity ETF 0.3%
Value ($000) $1,140 Shares 24,260 Est. Cost $43.55 Unrealized
Seattle Genetics Inc 0.3%
Value ($000) $1,115 Shares 30,000 Est. Cost $38.27 Unrealized
MRK Merck & Co Inc New 0.3%
Value ($000) $1,114 Shares 18,793 Est. Cost $78.32 Unrealized -49.7%
NFLX Netflix Inc 0.3%
Value ($000) $1,110 Shares 2,460 Est. Cost $110.54 Unrealized -94.1%
INTC Intel 0.3%
Value ($000) $1,106 Shares 31,757 Est. Cost $23.37 Unrealized +10.2%
ABBV Abbv 0.3%
Value ($000) $1,095 Shares 18,954 Est. Cost $93.91 Unrealized -62.5%
T AT&T 0.3%
Value ($000) $1,089 Shares 30,909 Est. Cost $12.88 Unrealized -7.6%
Aberdeen Asia 0.3%
Value ($000) $1,078 Shares 182,746 Est. Cost $6.27 Unrealized
SCHR SCH Intm US TRSR ETF 0.3%
Value ($000) $1,018 Shares 19,229 Est. Cost $50.35 Unrealized
PEP Pepsico 0.3%
Value ($000) $975 Shares 10,476 Est. Cost $60.92 Unrealized +6.5%
Twitter Inc 0.3%
Value ($000) $952 Shares 18,461 Est. Cost $40.98 Unrealized
Pandora Media Inc 0.3%
Value ($000) $951 Shares 39,383 Est. Cost $24.15 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $939 Shares 12,429 Est. Cost $31.44 Unrealized -1.0%
Anadarko Petroleum 0.3%
Value ($000) $919 Shares 9,055 Est. Cost $79.22 Unrealized
AMZN Amazon Com Inc 0.3%
Value ($000) $906 Shares 2,811 Est. Cost $107.14 Unrealized -84.5%
EEM iShares MSCI Emrg.MKTS. Idx.FD. 0.3%
Value ($000) $906 Shares 21,804 Est. Cost $43.24 Unrealized
GLD SPDR Gold Shares 0.3%
Value ($000) $897 Shares 7,723 Est. Cost $145.65 Unrealized
TIP iShares Barclays TIPS BD.FD. 0.3%
Value ($000) $867 Shares 7,733 Est. Cost $108.14 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.3%
Value ($000) $858 Shares 16,579 Est. Cost $51.57 Unrealized
HON Honeywell International 0.3%
Value ($000) $856 Shares 9,192 Est. Cost $114.60 Unrealized -41.4%
WFC Wells Fargo & Co 0.3%
Value ($000) $840 Shares 16,194 Est. Cost $39.84 Unrealized -6.1%
SPDR Barclays ETF 0.2%
Value ($000) $801 Shares 19,935 Est. Cost $41.71 Unrealized
Gamco Global Gold 0.2%
Value ($000) $770 Shares 83,195 Est. Cost $10.98 Unrealized
TELFY Telefonica Spon ADR F 0.2%
Value ($000) $769 Shares 50,050 Est. Cost $17.16 Unrealized
IWM iShares TST.Russell 2000 Idx.FD. 0.2%
Value ($000) $766 Shares 7,004 Est. Cost $118.22 Unrealized
Du Pont E I De Nemour&co 0.2%
Value ($000) $743 Shares 10,349 Est. Cost $66.20 Unrealized
Health Care REIT Inc 0.2%
Value ($000) $743 Shares 11,907 Est. Cost $62.66 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $737 Shares 14,405 Est. Cost $67.46 Unrealized -49.3%
SRE Sempra En. 0.2%
Value ($000) $703 Shares 6,670 Est. Cost $133.68 Unrealized -73.0%
KO Coca Cola Company 0.2%
Value ($000) $698 Shares 16,363 Est. Cost $52.34 Unrealized -44.9%
AGG iShares Barclays Agg.BF. 0.2%
Value ($000) $682 Shares 6,247 Est. Cost $109.17 Unrealized
NKE Nike Inc Class B 0.2%
Value ($000) $679 Shares 7,610 Est. Cost $62.59 Unrealized -45.1%
AME Ametek Inc New 0.2%
Value ($000) $678 Shares 13,500 Est. Cost $113.41 Unrealized -57.6%
CSCO Cisco Systems 0.2%
Value ($000) $672 Shares 26,695 Est. Cost $38.50 Unrealized -54.0%
USB US Bancorp 0.2%
Value ($000) $656 Shares 15,691 Est. Cost $40.15 Unrealized -29.2%
FTNT Fortinet Inc 0.2%
Value ($000) $652 Shares 25,800 Est. Cost $33.30 Unrealized -84.8%
Isis Pharmaceuticals Inc 0.2%
Value ($000) $647 Shares 16,650 Est. Cost $34.47 Unrealized
CME Cme Group 0.2%
Value ($000) $632 Shares 7,900 Est. Cost $149.83 Unrealized -68.0%
SCHP SCH US TIPS ETF 0.2%
Value ($000) $575 Shares 10,619 Est. Cost $53.49 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $569 Shares 13,688 Est. Cost $96.78 Unrealized -64.8%
TSLA Tesla Motors Inc 0.2%
Value ($000) $550 Shares 2,265 Est. Cost $13.95 Unrealized +18.3%
EMC 0.2%
Value ($000) $550 Shares 18,794 Est. Cost $25.54 Unrealized
IGM iShares North 0.2%
Value ($000) $541 Shares 5,527 Est. Cost $97.88 Unrealized
RWT Redwood Trust Inc 0.2%
Value ($000) $540 Shares 32,543 Est. Cost $19.42 Unrealized
IJK iShares S&P Midcap Growth 0.2%
Value ($000) $535 Shares 3,531 Est. Cost $63.01 Unrealized
Globalscape Inc 0.2%
Value ($000) $512 Shares 212,359 Est. Cost $2.45 Unrealized
SCHF Schwab International Developed Equity ETF 0.2%
Value ($000) $506 Shares 16,301 Est. Cost $29.60 Unrealized
DLR Digital Realty TST. 0.1%
Value ($000) $497 Shares 7,975 Est. Cost $31.09 Unrealized +33.9%
COP Conocophillips 0.1%
Value ($000) $492 Shares 6,427 Est. Cost $95.71 Unrealized -40.8%
TJX T J X Cos Inc 0.1%
Value ($000) $489 Shares 8,269 Est. Cost $46.36 Unrealized -48.0%
Walgreen 0.1%
Value ($000) $482 Shares 8,130 Est. Cost $59.27 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $478 Shares 7,258 Est. Cost $54.90 Unrealized +23.3%
TGT Target 0.1%
Value ($000) $468 Shares 7,465 Est. Cost $102.31 Unrealized -57.7%
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $460 Shares 9,998 Est. Cost $52.47 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $460 Shares 7,055 Est. Cost $69.98 Unrealized -27.6%
ISRG Intuitive Surgical New 0.1%
Value ($000) $459 Shares 993 Est. Cost $46.82 Unrealized +6.0%
V Visa 'a' 0.1%
Value ($000) $442 Shares 2,073 Est. Cost $177.65 Unrealized -72.1%
MUB iShares TR S&P Natl Munbd FD 0.1%
Value ($000) $441 Shares 4,017 Est. Cost $109.78 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $440 Shares 5,836 Est. Cost $29.36 Unrealized +5.1%
Ferrellgas Partners 0.1%
Value ($000) $438 Shares 16,298 Est. Cost $27.37 Unrealized
IXJ iShares S&P Global Healthcare 0.1%
Value ($000) $427 Shares 4,371 Est. Cost $85.10 Unrealized
Plum Creek Timber Co 0.1%
Value ($000) $421 Shares 10,792 Est. Cost $45.09 Unrealized
IXN iShares S&P Global Technology 0.1%
Value ($000) $411 Shares 4,490 Est. Cost $83.63 Unrealized
Prosafe Se Unsp ADR 0.1%
Value ($000) $408 Shares 69,796 Est. Cost $8.25 Unrealized
CVR Partners LP Com 0.1%
Value ($000) $401 Shares 29,185 Est. Cost $18.60 Unrealized
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $396 Shares 10,220 Est. Cost $40.10 Unrealized
SCHH Schwab US REIT ETF 0.1%
Value ($000) $389 Shares 11,410 Est. Cost $34.09 Unrealized
iShares S&P Developed 0.1%
Value ($000) $383 Shares 10,467 Est. Cost $37.91 Unrealized
WMT Wal Mart Stores 0.1%
Value ($000) $383 Shares 5,014 Est. Cost $112.83 Unrealized -82.0%
PG Procter & Gamble 0.1%
Value ($000) $382 Shares 4,567 Est. Cost $125.56 Unrealized -52.4%
Donnelley R R & Sons Co 0.1%
Value ($000) $379 Shares 23,000 Est. Cost $20.26 Unrealized
Mead Johnson Nutrition 0.1%
Value ($000) $366 Shares 3,806 Est. Cost $84.58 Unrealized
WMB Williams Companies 0.1%
Value ($000) $360 Shares 6,496 Est. Cost $24.17 Unrealized +25.1%
NRG NRG Energy Inc New 0.1%
Value ($000) $359 Shares 11,786 Est. Cost $24.27 Unrealized 0.0%
ORCL Oracle 0.1%
Value ($000) $345 Shares 9,023 Est. Cost $51.87 Unrealized -34.0%
Chubb Corporation 0.1%
Value ($000) $345 Shares 3,787 Est. Cost $96.00 Unrealized
ECL Ecolab 0.1%
Value ($000) $338 Shares 2,947 Est. Cost $144.40 Unrealized -31.3%
CMF iShares Intermediate California Municipal Bond ETF 0.1%
Value ($000) $335 Shares 2,873 Est. Cost $116.60 Unrealized
D Dominion Res. 0.1%
Value ($000) $331 Shares 4,786 Est. Cost $61.63 Unrealized -30.8%
Buckeye Partners Uts L P 0.1%
Value ($000) $319 Shares 4,000 Est. Cost $71.00 Unrealized
T C Pipelines LP 0.1%
Value ($000) $316 Shares 4,660 Est. Cost $51.74 Unrealized
Medtronic 0.1%
Value ($000) $313 Shares 5,054 Est. Cost $61.66 Unrealized
IWO iShares Russell 0.1%
Value ($000) $310 Shares 2,394 Est. Cost $136.82 Unrealized
IJH iShares TST.S&P Midcap 400 0.1%
Value ($000) $306 Shares 2,241 Est. Cost $219.24 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $306 Shares 4,087 Est. Cost $108.26 Unrealized -48.8%
PSMT Pricesmart Inc 0.1%
Value ($000) $303 Shares 3,533 Est. Cost $93.01 Unrealized -18.3%
VMware Inc CL A 0.1%
Value ($000) $294 Shares 3,128 Est. Cost $93.99 Unrealized
EZU iShares MSCI Emu 0.1%
Value ($000) $294 Shares 7,635 Est. Cost $42.34 Unrealized
IWS iShares Russell 0.1%
Value ($000) $292 Shares 4,174 Est. Cost $72.18 Unrealized
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.1%
Value ($000) $291 Shares 5,752 Est. Cost $50.59 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $290 Shares 3,875 Est. Cost $93.05 Unrealized -51.0%
VWO Vanguard Emerging Markets ETF 0.1%
Value ($000) $288 Shares 6,897 Est. Cost $36.81 Unrealized
WIP SPDR Series Trust ETF 0.1%
Value ($000) $288 Shares 4,900 Est. Cost $58.33 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $281 Shares 2,538 Est. Cost $117.06 Unrealized
Triangle Petroleum 0.1%
Value ($000) $275 Shares 25,000 Est. Cost $11.76 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $273 Shares 2,917 Est. Cost $72.53 Unrealized 0.0%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $273 Shares 2,100 Est. Cost $74.84 Unrealized +23.5%
Calpine Corp New 0.1%
Value ($000) $270 Shares 12,461 Est. Cost $23.42 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $265 Shares 3,132 Est. Cost $81.30 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $262 Shares 2,795 Est. Cost $68.43 Unrealized -73.8%
H C P Inc 0.1%
Value ($000) $261 Shares 6,562 Est. Cost $36.60 Unrealized
SCHE Schwab Emerging Market Equity ETF 0.1%
Value ($000) $261 Shares 10,276 Est. Cost $25.99 Unrealized
ALGN Align Technology Inc 0.1%
Value ($000) $259 Shares 5,005 Est. Cost $53.42 Unrealized +2.0%
RXI iShares S&P Global Consumer Cyclical 0.1%
Value ($000) $252 Shares 3,119 Est. Cost $83.89 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $249 Shares 4,400 Est. Cost $78.89 Unrealized -52.5%
Tortoise Egy Infrastruct 0.1%
Value ($000) $247 Shares 5,144 Est. Cost $48.02 Unrealized
Cree 0.1%
Value ($000) $247 Shares 6,037 Est. Cost $40.91 Unrealized
Tni Biotech Inc New 0.1%
Value ($000) $243 Shares 900,000 Est. Cost $0.27 Unrealized
UAA Under Armour Inc CL A 0.1%
Value ($000) $242 Shares 3,497 Est. Cost $26.26 Unrealized +27.0%
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $242 Shares 4,711 Est. Cost $54.17 Unrealized
Kayne Anderson MLP Invt 0.1%
Value ($000) $239 Shares 5,861 Est. Cost $40.78 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $230 Shares 2,620 Est. Cost $60.20 Unrealized +4.0%
Ace Limited New F 0.1%
Value ($000) $225 Shares 2,146 Est. Cost $104.85 Unrealized
Energy Transfer Partners 0.1%
Value ($000) $224 Shares 3,507 Est. Cost $63.87 Unrealized
MCK Mckesson Corporation 0.1%
Value ($000) $220 Shares 1,128 Est. Cost $239.58 Unrealized -26.2%
IXG iShares S&P Global Financial Services 0.1%
Value ($000) $220 Shares 3,904 Est. Cost $56.05 Unrealized
VOD Vodafone Group Spon 0.1%
Value ($000) $220 Shares 6,676 Est. Cost $36.79 Unrealized
VEA Vanguard FTSE Developed Market S ETF 0.1%
Value ($000) $219 Shares 5,500 Est. Cost $41.37 Unrealized
BOH Bank Of Hawaii 0.1%
Value ($000) $216 Shares 3,800 Est. Cost $76.12 Unrealized -49.2%
IFF Intl Flavors& Fragrances 0.1%
Value ($000) $210 Shares 2,193 Est. Cost $77.18 Unrealized 0.0%
C Citigroup Inc New 0.1%
Value ($000) $209 Shares 4,030 Est. Cost $37.42 Unrealized 0.0%
TTC Toro Company 0.1%
Value ($000) $208 Shares 3,510 Est. Cost $30.46 Unrealized 0.0%
BRK/A Berkshire Hathaway 0.1%
Value ($000) $207 Shares 1 Est. Cost $199815.62 Unrealized 0.0%
Powershares Emerging Market Bond ETF 0.1%
Value ($000) $205 Shares 7,220 Est. Cost $28.39 Unrealized
KXI iShars S&P Global Consumer Defensive 0.1%
Value ($000) $204 Shares 2,331 Est. Cost $89.92 Unrealized
IXC iShares S&P Global Energy 0.1%
Value ($000) $203 Shares 4,621 Est. Cost $48.45 Unrealized
BOND PIMCO Total Return ETF 0.1%
Value ($000) $203 Shares 1,874 Est. Cost $108.32 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $201 Shares 3,798 Est. Cost $41.20 Unrealized 0.0%