Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 18, 2015

Total Value ($000): $332,858 (100.0% shares, 0.0% debt)

Holdings (205)

IVV iShares S&P 500 8.9%
Value ($000) $29,719 Shares 143,662 Est. Cost $197.00 Unrealized
Altera Corp 5.7%
Value ($000) $18,839 Shares 510,000 Est. Cost $34.79 Unrealized
OXY Occidental PTL. 5.5%
Value ($000) $18,257 Shares 226,485 Est. Cost $62.71 Unrealized -5.4%
AAPL Apple 3.9%
Value ($000) $12,938 Shares 117,215 Est. Cost $32.27 Unrealized -25.4%
LLY Lilly Eli & Company 2.6%
Value ($000) $8,798 Shares 127,526 Est. Cost $48.02 Unrealized +14.9%
HD Home Depot 1.9%
Value ($000) $6,261 Shares 59,641 Est. Cost $213.33 Unrealized -64.9%
Celgene 1.9%
Value ($000) $6,210 Shares 55,515 Est. Cost $127.38 Unrealized
GILD Gilead Sciences 1.7%
Value ($000) $5,665 Shares 60,096 Est. Cost $54.41 Unrealized +32.1%
DIS Walt Disney 1.6%
Value ($000) $5,279 Shares 56,047 Est. Cost $93.87 Unrealized -13.4%
Actavis PLC Eur1 1.6%
Value ($000) $5,228 Shares 20,310 Est. Cost $167.97 Unrealized
Google Inc CL C 1.5%
Value ($000) $5,078 Shares 9,647 Est. Cost $552.20 Unrealized
SPY S P D R S&P 500 ETF TR 1.5%
Value ($000) $5,050 Shares 24,567 Est. Cost $201.86 Unrealized
AMGN Amgen Incorporated 1.2%
Value ($000) $4,095 Shares 25,708 Est. Cost $88.66 Unrealized +27.8%
LYB Lyondellbasell Inds.CL.A 1.2%
Value ($000) $4,089 Shares 51,500 Est. Cost $60.39 Unrealized -20.9%
TRV Travelers Cos. 1.1%
Value ($000) $3,649 Shares 34,469 Est. Cost $144.07 Unrealized -45.2%
GVA Granite Constr Inc 1.1%
Value ($000) $3,530 Shares 92,840 Est. Cost $36.55 Unrealized -3.4%
Dun & Bradstreet Del. 1.1%
Value ($000) $3,508 Shares 29,000 Est. Cost $122.73 Unrealized
CVS CVS Caremark 1.0%
Value ($000) $3,477 Shares 36,097 Est. Cost $75.70 Unrealized -14.9%
AXP American Express 1.0%
Value ($000) $3,453 Shares 37,111 Est. Cost $130.30 Unrealized -41.4%
TMO Thermo Fisher Scientific 1.0%
Value ($000) $3,228 Shares 25,762 Est. Cost $503.00 Unrealized -76.6%
F Ford Motor 1.0%
Value ($000) $3,227 Shares 208,166 Est. Cost $9.18 Unrealized -11.1%
Discover Financial SVS. 1.0%
Value ($000) $3,180 Shares 48,558 Est. Cost $56.31 Unrealized
ADBE Adobe Systems Inc 0.9%
Value ($000) $3,162 Shares 43,500 Est. Cost $64.50 Unrealized +8.7%
DR Pepper Snapple Group 0.9%
Value ($000) $3,142 Shares 43,830 Est. Cost $48.72 Unrealized
BRK/B Berkshire Hathaway 'B' 0.9%
Value ($000) $3,023 Shares 20,135 Est. Cost $262.04 Unrealized -44.9%
United Technologies 0.9%
Value ($000) $2,937 Shares 25,540 Est. Cost $113.82 Unrealized
CMCSA Comcast 'a' 0.9%
Value ($000) $2,915 Shares 50,257 Est. Cost $29.22 Unrealized -27.2%
New York CMNTY Bancorp 0.9%
Value ($000) $2,878 Shares 179,867 Est. Cost $15.98 Unrealized
Clearbridge Engy M 0.8%
Value ($000) $2,744 Shares 128,278 Est. Cost $23.94 Unrealized
BP Prudhoe Bay RTY 0.8%
Value ($000) $2,661 Shares 39,337 Est. Cost $98.95 Unrealized
CTRA Cabot Oil & Gas CP 0.8%
Value ($000) $2,585 Shares 87,288 Est. Cost $25.93 Unrealized -12.1%
PFE Pfizer Incorporated 0.8%
Value ($000) $2,540 Shares 81,546 Est. Cost $20.19 Unrealized -11.0%
Linear Tech. 0.8%
Value ($000) $2,529 Shares 55,458 Est. Cost $45.54 Unrealized
PM Philip Morris Intl. 0.8%
Value ($000) $2,512 Shares 30,836 Est. Cost $53.81 Unrealized -8.5%
MMM 3M 0.8%
Value ($000) $2,509 Shares 15,272 Est. Cost $109.22 Unrealized -17.9%
MCD McDonalds 0.7%
Value ($000) $2,464 Shares 26,301 Est. Cost $228.88 Unrealized -69.2%
FDX Fedex Corporation 0.7%
Value ($000) $2,434 Shares 14,014 Est. Cost $118.51 Unrealized +21.4%
ADI Analog Devices 0.7%
Value ($000) $2,376 Shares 42,800 Est. Cost $41.49 Unrealized -2.1%
XOM Exxon Mobil 0.7%
Value ($000) $2,374 Shares 25,675 Est. Cost $86.59 Unrealized -33.0%
NSC Norfolk Southern 0.7%
Value ($000) $2,243 Shares 20,462 Est. Cost $189.06 Unrealized -54.6%
IBM IBM 0.7%
Value ($000) $2,240 Shares 13,964 Est. Cost $114.80 Unrealized -12.5%
BlackRock 0.7%
Value ($000) $2,178 Shares 6,091 Est. Cost $373.50 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $2,149 Shares 45,931 Est. Cost $28.31 Unrealized -2.3%
Ultra Petroleum Corp 0.6%
Value ($000) $2,106 Shares 160,000 Est. Cost $29.69 Unrealized
Seadrill LTD F 0.6%
Value ($000) $2,082 Shares 174,358 Est. Cost $39.81 Unrealized
CRM Salesforce Com 0.6%
Value ($000) $2,082 Shares 35,105 Est. Cost $138.42 Unrealized -57.9%
Student 0.6%
Value ($000) $2,067 Shares 331,856 Est. Cost $6.62 Unrealized
CVX Chevron 0.6%
Value ($000) $2,055 Shares 18,318 Est. Cost $143.67 Unrealized -50.9%
RHHBY Roche HLDG LTD Spon Adrf 0.6%
Value ($000) $2,053 Shares 60,470 Est. Cost $37.29 Unrealized
EMR Emerson Electric 0.6%
Value ($000) $2,040 Shares 33,048 Est. Cost $59.42 Unrealized -21.9%
IJR iShares TST.S&P SML.Cap. 600 0.6%
Value ($000) $1,967 Shares 17,246 Est. Cost $88.04 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $1,965 Shares 18,792 Est. Cost $153.39 Unrealized -49.6%
MCO Moody's 0.6%
Value ($000) $1,916 Shares 20,000 Est. Cost $243.12 Unrealized -64.4%
iShares Mortgage 0.6%
Value ($000) $1,881 Shares 160,600 Est. Cost $12.63 Unrealized
LQD iShares TST.iBoxx Invest Top Inv.Gde.CPRT.BD.FD. 0.6%
Value ($000) $1,839 Shares 15,398 Est. Cost $114.63 Unrealized
CAT Caterpillar 0.5%
Value ($000) $1,633 Shares 17,840 Est. Cost $77.72 Unrealized -5.6%
MSFT Microsoft 0.5%
Value ($000) $1,625 Shares 34,988 Est. Cost $99.16 Unrealized -59.8%
Praxair 0.5%
Value ($000) $1,606 Shares 12,395 Est. Cost $129.97 Unrealized
SCCO Southern Copper Corp 0.5%
Value ($000) $1,587 Shares 56,272 Est. Cost $19.24 Unrealized -1.3%
EFA IShares MSCI EAFE 0.5%
Value ($000) $1,573 Shares 25,851 Est. Cost $65.10 Unrealized
COST Costco Wholesale 0.4%
Value ($000) $1,406 Shares 9,921 Est. Cost $413.80 Unrealized -73.6%
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,344 Shares 6,980 Est. Cost $124.88 Unrealized +9.9%
SCHX Schwab US Large-Cap Equity ETF 0.4%
Value ($000) $1,337 Shares 27,267 Est. Cost $44.16 Unrealized
RRC Range Resources Corp 0.4%
Value ($000) $1,337 Shares 25,012 Est. Cost $89.48 Unrealized -27.8%
META Facebook Inc Class A 0.4%
Value ($000) $1,328 Shares 17,022 Est. Cost $135.69 Unrealized -44.1%
ABBV Abbv 0.4%
Value ($000) $1,265 Shares 19,327 Est. Cost $92.87 Unrealized -56.7%
AGG iShares Barclays Agg.BF. 0.4%
Value ($000) $1,247 Shares 11,326 Est. Cost $109.59 Unrealized
TLT iShares 20+ Year 0.4%
Value ($000) $1,225 Shares 9,731 Est. Cost $113.50 Unrealized
INTC Intel 0.4%
Value ($000) $1,196 Shares 32,970 Est. Cost $23.49 Unrealized +13.4%
ROST Ross Stores Inc 0.4%
Value ($000) $1,172 Shares 12,429 Est. Cost $31.44 Unrealized +20.4%
AMZN Amazon Com Inc 0.3%
Value ($000) $1,148 Shares 3,699 Est. Cost $85.16 Unrealized -81.7%
Gastar Exploration 0.3%
Value ($000) $1,142 Shares 57,619 Est. Cost $25.41 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $1,082 Shares 3,166 Est. Cost $87.09 Unrealized -93.8%
MRK Merck & Co Inc New 0.3%
Value ($000) $1,067 Shares 18,793 Est. Cost $78.32 Unrealized -49.8%
Solarcity Corp Com 0.3%
Value ($000) $1,032 Shares 19,306 Est. Cost $53.45 Unrealized
SCHR SCH Intm US TRSR ETF 0.3%
Value ($000) $1,029 Shares 19,195 Est. Cost $50.35 Unrealized
Isis Pharmaceuticals Inc 0.3%
Value ($000) $1,028 Shares 16,650 Est. Cost $34.47 Unrealized
Aberdeen Asia 0.3%
Value ($000) $1,015 Shares 182,808 Est. Cost $6.27 Unrealized
QT Vascular LTD NPV 0.3%
Value ($000) $1,012 Shares 4,395,376 Est. Cost $0.23 Unrealized
PIMCO High Income FD 0.3%
Value ($000) $997 Shares 88,621 Est. Cost $13.63 Unrealized
PEP Pepsico 0.3%
Value ($000) $991 Shares 10,476 Est. Cost $60.92 Unrealized +12.6%
SCHZ Schwab US Aggregate Bond ETF 0.3%
Value ($000) $989 Shares 18,895 Est. Cost $51.67 Unrealized
Seattle Genetics Inc 0.3%
Value ($000) $964 Shares 30,000 Est. Cost $38.27 Unrealized
EPD Enterprise PRDS.PTNS.LP. 0.3%
Value ($000) $956 Shares 26,460 Est. Cost $32.75 Unrealized
HON Honeywell International 0.3%
Value ($000) $928 Shares 9,290 Est. Cost $114.11 Unrealized -40.2%
SRE Sempra En. 0.3%
Value ($000) $911 Shares 8,180 Est. Cost $116.11 Unrealized -66.9%
T AT&T 0.3%
Value ($000) $894 Shares 26,624 Est. Cost $12.88 Unrealized -8.3%
WFC Wells Fargo & Co 0.3%
Value ($000) $892 Shares 16,279 Est. Cost $39.84 Unrealized -2.7%
Twitter Inc 0.3%
Value ($000) $885 Shares 24,673 Est. Cost $39.69 Unrealized
IWM iShares TST.Russell 2000 Idx.FD. 0.3%
Value ($000) $880 Shares 7,356 Est. Cost $118.28 Unrealized
EEM iShares MSCI Emrg.MKTS. Idx.FD. 0.3%
Value ($000) $870 Shares 22,137 Est. Cost $43.18 Unrealized
General Electric 0.3%
Value ($000) $870 Shares 34,408 Est. Cost $27.69 Unrealized
Potash Corp Sask Inc F 0.3%
Value ($000) $854 Shares 24,180 Est. Cost $37.95 Unrealized
TIP iShares Barclays TIPS BD.FD. 0.3%
Value ($000) $851 Shares 7,596 Est. Cost $108.14 Unrealized
Pandora Media Inc 0.3%
Value ($000) $844 Shares 47,312 Est. Cost $23.09 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $828 Shares 14,030 Est. Cost $67.46 Unrealized -42.3%
Calumet Specialty Prod 0.2%
Value ($000) $792 Shares 35,340 Est. Cost $31.81 Unrealized
FTNT Fortinet Inc 0.2%
Value ($000) $791 Shares 25,800 Est. Cost $33.30 Unrealized -83.8%
Du Pont E I De Nemour&co 0.2%
Value ($000) $788 Shares 10,655 Est. Cost $66.42 Unrealized
CME Cme Group 0.2%
Value ($000) $770 Shares 8,686 Est. Cost $141.19 Unrealized -61.6%
NKE Nike Inc Class B 0.2%
Value ($000) $761 Shares 7,913 Est. Cost $61.76 Unrealized -34.0%
Anadarko Petroleum 0.2%
Value ($000) $745 Shares 9,025 Est. Cost $79.22 Unrealized
ISRG Intuitive Surgical New 0.2%
Value ($000) $739 Shares 1,397 Est. Cost $49.38 Unrealized +12.8%
KO Coca Cola Company 0.2%
Value ($000) $738 Shares 17,468 Est. Cost $50.93 Unrealized -41.0%
GLD SPDR Gold Shares 0.2%
Value ($000) $736 Shares 6,484 Est. Cost $145.65 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $723 Shares 3,253 Est. Cost $14.46 Unrealized +8.1%
USB US Bancorp 0.2%
Value ($000) $715 Shares 15,911 Est. Cost $40.00 Unrealized -27.2%
TELFY Telefonica Spon ADR F 0.2%
Value ($000) $711 Shares 50,050 Est. Cost $17.16 Unrealized
AME Ametek Inc New 0.2%
Value ($000) $711 Shares 13,500 Est. Cost $113.41 Unrealized -58.5%
CSCO Cisco Systems 0.2%
Value ($000) $693 Shares 24,905 Est. Cost $38.50 Unrealized -52.4%
RWT Redwood Trust Inc 0.2%
Value ($000) $641 Shares 32,545 Est. Cost $19.42 Unrealized
DLR Digital Realty TST. 0.2%
Value ($000) $634 Shares 9,560 Est. Cost $33.28 Unrealized +33.1%
Mobileiron Inc 0.2%
Value ($000) $632 Shares 63,501 Est. Cost $9.95 Unrealized
Health Care REIT Inc 0.2%
Value ($000) $618 Shares 8,161 Est. Cost $62.66 Unrealized
TGT Target 0.2%
Value ($000) $612 Shares 8,065 Est. Cost $98.31 Unrealized -50.6%
IJK iShares S&P Midcap Growth 0.2%
Value ($000) $605 Shares 3,789 Est. Cost $69.59 Unrealized
SCHP SCH US TIPS ETF 0.2%
Value ($000) $591 Shares 10,902 Est. Cost $53.51 Unrealized
Gamco Global Gold 0.2%
Value ($000) $582 Shares 83,211 Est. Cost $10.98 Unrealized
Walgreens Boots Allianc 0.2%
Value ($000) $559 Shares 7,330 Est. Cost $76.26 Unrealized
V Visa 'a' 0.2%
Value ($000) $544 Shares 2,073 Est. Cost $177.65 Unrealized -68.7%
SPDR Barclays Capital High Yield Bnd ETF 0.2%
Value ($000) $543 Shares 14,076 Est. Cost $41.71 Unrealized
EMC 0.2%
Value ($000) $542 Shares 18,238 Est. Cost $25.54 Unrealized
TJX T J X Cos Inc 0.2%
Value ($000) $538 Shares 7,839 Est. Cost $46.36 Unrealized -41.1%
IGM iShares North 0.2%
Value ($000) $534 Shares 5,240 Est. Cost $97.88 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $526 Shares 11,688 Est. Cost $96.78 Unrealized -63.5%
Cree 0.2%
Value ($000) $517 Shares 16,052 Est. Cost $35.48 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $516 Shares 6,284 Est. Cost $29.50 Unrealized +6.0%
IXN iShares S&P Global Technology 0.2%
Value ($000) $515 Shares 5,428 Est. Cost $85.57 Unrealized
SCHH Schwab US REIT ETF 0.2%
Value ($000) $508 Shares 13,055 Est. Cost $34.70 Unrealized
IXJ iShares S&P Global Healthcare 0.2%
Value ($000) $502 Shares 5,039 Est. Cost $87.03 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $493 Shares 7,120 Est. Cost $69.98 Unrealized -25.4%
SCHF Schwab International Developed Equity ETF 0.1%
Value ($000) $479 Shares 16,565 Est. Cost $29.59 Unrealized
MUB iShares TR S&P Natl Munbd FD 0.1%
Value ($000) $470 Shares 4,261 Est. Cost $109.81 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $463 Shares 10,373 Est. Cost $53.71 Unrealized -5.1%
Plum Creek Timber Co 0.1%
Value ($000) $462 Shares 10,792 Est. Cost $45.09 Unrealized
iShares S&P Developed 0.1%
Value ($000) $458 Shares 12,633 Est. Cost $37.63 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $455 Shares 4,992 Est. Cost $120.37 Unrealized -46.3%
PSMT Pricesmart Inc 0.1%
Value ($000) $455 Shares 4,990 Est. Cost $88.96 Unrealized -11.0%
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $432 Shares 10,112 Est. Cost $52.36 Unrealized
WMT Wal Mart Stores 0.1%
Value ($000) $431 Shares 5,014 Est. Cost $112.83 Unrealized -80.7%
ORCL Oracle 0.1%
Value ($000) $415 Shares 9,223 Est. Cost $51.50 Unrealized -33.0%
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $414 Shares 10,172 Est. Cost $40.10 Unrealized
COP Conocophillips 0.1%
Value ($000) $414 Shares 6,002 Est. Cost $95.71 Unrealized -49.0%
Chubb Corporation 0.1%
Value ($000) $405 Shares 3,913 Est. Cost $96.25 Unrealized
Globalscape Inc 0.1%
Value ($000) $399 Shares 179,952 Est. Cost $2.45 Unrealized
Mead Johnson Nutrition 0.1%
Value ($000) $395 Shares 3,929 Est. Cost $85.08 Unrealized
IJH iShares TST.S&P Midcap 400 0.1%
Value ($000) $391 Shares 2,701 Est. Cost $206.55 Unrealized
Donnelley R R & Sons Co 0.1%
Value ($000) $387 Shares 23,000 Est. Cost $20.26 Unrealized
UAA Under Armour Inc CL A 0.1%
Value ($000) $381 Shares 5,607 Est. Cost $29.06 Unrealized +16.0%
CMF iShares Intermediate California Municipal Bond ETF 0.1%
Value ($000) $376 Shares 3,192 Est. Cost $116.72 Unrealized
D Dominion Res. 0.1%
Value ($000) $373 Shares 4,846 Est. Cost $61.42 Unrealized -26.6%
VWO Vanguard Emerging Markets ETF 0.1%
Value ($000) $366 Shares 9,151 Est. Cost $37.60 Unrealized
Medtronic 0.1%
Value ($000) $365 Shares 5,054 Est. Cost $61.66 Unrealized
KMI Kinder Morgan 0.1%
Value ($000) $365 Shares 8,627 Est. Cost $22.45 Unrealized 0.0%
Ferrellgas Partners 0.1%
Value ($000) $358 Shares 16,298 Est. Cost $27.37 Unrealized
Avago Technologies 0.1%
Value ($000) $352 Shares 3,497 Est. Cost $100.66 Unrealized
AKAM Akamai Technologies 0.1%
Value ($000) $349 Shares 5,550 Est. Cost $60.28 Unrealized 0.0%
NRG NRG Energy Inc New 0.1%
Value ($000) $345 Shares 12,788 Est. Cost $24.18 Unrealized -4.4%
IWO iShares Russell 0.1%
Value ($000) $341 Shares 2,396 Est. Cost $136.82 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $334 Shares 3,145 Est. Cost $62.92 Unrealized -70.0%
T C Pipelines LP 0.1%
Value ($000) $334 Shares 4,694 Est. Cost $51.74 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $325 Shares 4,016 Est. Cost $80.93 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $324 Shares 3,878 Est. Cost $93.05 Unrealized -45.2%
Google 'a' 0.1%
Value ($000) $317 Shares 598 Est. Cost $1120.42 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $311 Shares 4,178 Est. Cost $107.07 Unrealized -50.2%
IWS iShares Russell 0.1%
Value ($000) $308 Shares 4,181 Est. Cost $72.18 Unrealized
ECL Ecolab 0.1%
Value ($000) $307 Shares 2,938 Est. Cost $144.40 Unrealized -33.0%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $303 Shares 2,100 Est. Cost $74.84 Unrealized +28.6%
Buckeye Partners Uts L P 0.1%
Value ($000) $303 Shares 4,000 Est. Cost $71.00 Unrealized
H C P Inc 0.1%
Value ($000) $297 Shares 6,741 Est. Cost $36.80 Unrealized
WMB Williams Companies 0.1%
Value ($000) $292 Shares 6,496 Est. Cost $24.17 Unrealized +12.4%
LOW Lowes Companies Inc 0.1%
Value ($000) $291 Shares 4,229 Est. Cost $41.99 Unrealized +16.8%
ED Consolidated Edison Inc 0.1%
Value ($000) $290 Shares 4,400 Est. Cost $78.89 Unrealized -47.0%
Calpine Corp New 0.1%
Value ($000) $290 Shares 13,107 Est. Cost $23.36 Unrealized
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.1%
Value ($000) $289 Shares 5,721 Est. Cost $50.59 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $288 Shares 2,917 Est. Cost $72.53 Unrealized +3.6%
RXI iShares S&P Global Consumer Cyclical 0.1%
Value ($000) $287 Shares 3,371 Est. Cost $83.98 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $286 Shares 2,455 Est. Cost $117.06 Unrealized
IXG iShares S&P Global Financial Services 0.1%
Value ($000) $282 Shares 4,999 Est. Cost $56.13 Unrealized
KXI iShars S&P Global Consumer Defensive 0.1%
Value ($000) $279 Shares 3,110 Est. Cost $89.87 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $279 Shares 2,620 Est. Cost $60.20 Unrealized +18.2%
WIP SPDR Series Trust ETF 0.1%
Value ($000) $279 Shares 4,900 Est. Cost $58.33 Unrealized
EXI iShares S&P Global Industrials 0.1%
Value ($000) $263 Shares 3,733 Est. Cost $70.45 Unrealized
ALGN Align Technology Inc 0.1%
Value ($000) $261 Shares 4,677 Est. Cost $53.42 Unrealized -1.0%
IJT iShares S&P Smcap Growth 0.1%
Value ($000) $259 Shares 2,120 Est. Cost $122.17 Unrealized
Ace Limited New F 0.1%
Value ($000) $252 Shares 2,193 Est. Cost $105.06 Unrealized
BOND PIMCO Total Return ETF 0.1%
Value ($000) $251 Shares 2,342 Est. Cost $108.09 Unrealized
MCK Mckesson Corporation 0.1%
Value ($000) $246 Shares 1,185 Est. Cost $237.05 Unrealized -21.2%
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $240 Shares 4,362 Est. Cost $54.17 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $235 Shares 2,782 Est. Cost $81.30 Unrealized
Energy Transfer Partners 0.1%
Value ($000) $229 Shares 3,520 Est. Cost $63.87 Unrealized
VEA Vanguard FTSE Developed Market S ETF 0.1%
Value ($000) $227 Shares 5,982 Est. Cost $41.09 Unrealized
BRK/A Berkshire Hathaway 0.1%
Value ($000) $226 Shares 1 Est. Cost $199815.62 Unrealized +8.3%
BOH Bank Of Hawaii 0.1%
Value ($000) $225 Shares 3,800 Est. Cost $76.12 Unrealized -49.0%
TTC Toro Company 0.1%
Value ($000) $224 Shares 3,510 Est. Cost $30.46 Unrealized +1.3%
California Res Corp 0.1%
Value ($000) $224 Shares 40,618 Est. Cost $5.51 Unrealized
IFF Intl Flavors& Fragrances 0.1%
Value ($000) $222 Shares 2,193 Est. Cost $77.18 Unrealized -1.9%
EZU iShares MSCI Emu 0.1%
Value ($000) $220 Shares 6,050 Est. Cost $42.34 Unrealized
C Citigroup Inc New 0.1%
Value ($000) $218 Shares 4,030 Est. Cost $37.42 Unrealized +5.7%
IT Gartner 'a' 0.1%
Value ($000) $211 Shares 2,500 Est. Cost $81.25 Unrealized 0.0%
VOD Vodafone Group Spon 0.1%
Value ($000) $209 Shares 6,109 Est. Cost $36.79 Unrealized
Allergan Inc 0.1%
Value ($000) $208 Shares 977 Est. Cost $212.90 Unrealized
SJM J M Smucker Co New 0.1%
Value ($000) $202 Shares 2,001 Est. Cost $72.97 Unrealized 0.0%
RWR SPDR Dow Jones REIT 0.1%
Value ($000) $202 Shares 2,220 Est. Cost $90.99 Unrealized
MELI Mercadolibre Inc 0.1%
Value ($000) $202 Shares 1,583 Est. Cost $124.87 Unrealized 0.0%