Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Jun 6, 2017

Total Value ($000): $471,232 (100.0% shares, 0.0% debt)

Holdings (619)

AAPL Apple 4.5%
Value ($000) $21,108 Shares 146,930 Est. Cost $30.56 Unrealized -0.4%
OXY Occidental PTL. 3.0%
Value ($000) $14,258 Shares 222,362 Est. Cost $62.71 Unrealized -16.9%
SPY SPDR S&P 500 ETF 2.5%
Value ($000) $11,859 Shares 50,087 Est. Cost $236.77 Unrealized
GOOG Alphabet Inc CL C 2.1%
Value ($000) $10,103 Shares 12,179 Est. Cost $35.84 Unrealized +13.6%
DIS Walt Disney 2.0%
Value ($000) $9,267 Shares 81,723 Est. Cost $93.97 Unrealized +9.6%
META Facebook Inc Class A 1.7%
Value ($000) $8,133 Shares 57,253 Est. Cost $117.11 Unrealized +13.3%
HD Home Depot 1.7%
Value ($000) $7,899 Shares 53,794 Est. Cost $213.33 Unrealized -46.4%
MRK Merck & Co Inc New 1.6%
Value ($000) $7,624 Shares 119,106 Est. Cost $39.88 Unrealized +15.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $7,585 Shares 60,897 Est. Cost $104.98 Unrealized -11.0%
AMZN Amazon Com Inc 1.4%
Value ($000) $6,745 Shares 7,608 Est. Cost $56.62 Unrealized -26.4%
XOM Exxon Mobil 1.2%
Value ($000) $5,859 Shares 71,443 Est. Cost $65.92 Unrealized -14.9%
CSCO Cisco Systems 1.2%
Value ($000) $5,858 Shares 173,311 Est. Cost $23.59 Unrealized +4.8%
Celgene 1.2%
Value ($000) $5,846 Shares 46,980 Est. Cost $126.82 Unrealized
TRV Travelers Cos. 1.2%
Value ($000) $5,838 Shares 48,432 Est. Cost $93.44 Unrealized +5.9%
General Electric 1.2%
Value ($000) $5,584 Shares 186,560 Est. Cost $31.03 Unrealized
CME Cme Group 1.2%
Value ($000) $5,579 Shares 46,965 Est. Cost $76.89 Unrealized +13.9%
MMM 3M 1.2%
Value ($000) $5,565 Shares 29,085 Est. Cost $104.02 Unrealized +9.3%
BRK/B Berkshire Hathaway 'B' 1.2%
Value ($000) $5,530 Shares 33,175 Est. Cost $211.81 Unrealized -21.0%
V Visa 'a' 1.1%
Value ($000) $5,409 Shares 60,862 Est. Cost $73.17 Unrealized +10.6%
CVX Chevron 1.1%
Value ($000) $5,045 Shares 46,983 Est. Cost $94.77 Unrealized -19.0%
WFC Wells Fargo & Co 1.1%
Value ($000) $4,951 Shares 88,945 Est. Cost $38.98 Unrealized +13.8%
GILD Gilead Sciences 1.0%
Value ($000) $4,850 Shares 71,402 Est. Cost $58.29 Unrealized -13.1%
MUB iShares National AMT-Free Muni Bond ETF 1.0%
Value ($000) $4,813 Shares 44,177 Est. Cost $112.90 Unrealized
TMO Thermo Fisher Scientific 1.0%
Value ($000) $4,744 Shares 30,854 Est. Cost $430.39 Unrealized -65.3%
CVS CVS Caremark 1.0%
Value ($000) $4,710 Shares 59,997 Est. Cost $73.60 Unrealized -17.7%
IBM IBM 1.0%
Value ($000) $4,543 Shares 26,087 Est. Cost $105.58 Unrealized +8.3%
COST Costco Wholesale 0.9%
Value ($000) $4,464 Shares 26,620 Est. Cost $233.74 Unrealized -38.9%
AMGN Amgen Incorporated 0.9%
Value ($000) $4,434 Shares 27,027 Est. Cost $127.72 Unrealized -0.4%
LYB Lyondellbasell Inds.CL.A 0.9%
Value ($000) $4,108 Shares 45,050 Est. Cost $60.24 Unrealized -10.0%
DR Pepper Snapple Group 0.9%
Value ($000) $4,008 Shares 40,687 Est. Cost $48.72 Unrealized
ACM AECOM 0.8%
Value ($000) $3,804 Shares 106,890 Est. Cost $35.17 Unrealized 0.0%
MCD McDonalds 0.8%
Value ($000) $3,765 Shares 29,047 Est. Cost $207.62 Unrealized -51.0%
ADI Analog Devices 0.8%
Value ($000) $3,729 Shares 45,504 Est. Cost $48.65 Unrealized +36.5%
CMCSA Comcast 'a' 0.8%
Value ($000) $3,682 Shares 97,959 Est. Cost $27.94 Unrealized +7.1%
Allergan PLC F 0.8%
Value ($000) $3,641 Shares 15,240 Est. Cost $231.11 Unrealized
CRM Salesforce Com 0.8%
Value ($000) $3,593 Shares 43,555 Est. Cost $101.86 Unrealized -22.5%
AGG iShares Barclays Aggregate Bond ETF 0.8%
Value ($000) $3,577 Shares 32,972 Est. Cost $112.61 Unrealized
MSFT Microsoft 0.7%
Value ($000) $3,532 Shares 53,627 Est. Cost $63.25 Unrealized -8.6%
United Technologies 0.7%
Value ($000) $3,380 Shares 30,122 Est. Cost $113.47 Unrealized
GOOGL Alphabet Inc CL A 0.7%
Value ($000) $3,352 Shares 3,954 Est. Cost $37.94 Unrealized +10.0%
FDX Fedex Corporation 0.7%
Value ($000) $3,321 Shares 16,983 Est. Cost $123.21 Unrealized +34.0%
BlackRock 0.7%
Value ($000) $3,217 Shares 8,388 Est. Cost $361.67 Unrealized
HON Honeywell International 0.7%
Value ($000) $3,194 Shares 25,575 Est. Cost $90.35 Unrealized +1.7%
BAC Bank Of America Corp 0.7%
Value ($000) $3,144 Shares 133,284 Est. Cost $15.22 Unrealized +27.4%
NFLX Netflix Inc 0.6%
Value ($000) $2,892 Shares 19,563 Est. Cost $10.83 Unrealized +29.5%
VZ Verizon Communications 0.6%
Value ($000) $2,821 Shares 57,858 Est. Cost $29.04 Unrealized +8.2%
Dun & Bradstreet Del. 0.6%
Value ($000) $2,806 Shares 26,000 Est. Cost $122.73 Unrealized
LLY Lilly Eli & Company 0.6%
Value ($000) $2,802 Shares 33,316 Est. Cost $48.02 Unrealized +44.8%
IXN iShares S&P Global Technology 0.6%
Value ($000) $2,802 Shares 22,552 Est. Cost $101.74 Unrealized
CL Colgate-Palmolive Co 0.6%
Value ($000) $2,678 Shares 36,591 Est. Cost $56.67 Unrealized +0.3%
IEI iShares TR Barclays Bond 0.6%
Value ($000) $2,607 Shares 21,187 Est. Cost $127.15 Unrealized
Delphi Automotve PLC F 0.5%
Value ($000) $2,581 Shares 32,072 Est. Cost $73.78 Unrealized
PM Philip Morris Intl. 0.5%
Value ($000) $2,442 Shares 21,433 Est. Cost $54.15 Unrealized +21.1%
IJR iShares Core S&P Small-Cap ETF 0.5%
Value ($000) $2,376 Shares 34,353 Est. Cost $92.56 Unrealized
SLB Schlumberger 0.5%
Value ($000) $2,358 Shares 30,093 Est. Cost $60.24 Unrealized +5.2%
NKE Nike Inc Class B 0.5%
Value ($000) $2,353 Shares 42,177 Est. Cost $52.59 Unrealized -6.3%
SBUX Starbucks Corp 0.5%
Value ($000) $2,342 Shares 40,101 Est. Cost $41.60 Unrealized +12.5%
IVV iShares S&P 500 ETF 0.5%
Value ($000) $2,331 Shares 9,825 Est. Cost $211.07 Unrealized
KO Coca Cola Company 0.5%
Value ($000) $2,320 Shares 54,180 Est. Cost $37.35 Unrealized -15.6%
RXI iShares S&P Global Consumer Cyclical 0.5%
Value ($000) $2,319 Shares 24,034 Est. Cost $86.75 Unrealized
PFE Pfizer Incorporated 0.5%
Value ($000) $2,313 Shares 67,614 Est. Cost $20.53 Unrealized +4.3%
SHW Sherwin Williams Co 0.5%
Value ($000) $2,286 Shares 7,370 Est. Cost $88.09 Unrealized +5.6%
EFA iShares MSCI EAGEFE ETF 0.5%
Value ($000) $2,282 Shares 36,641 Est. Cost $57.97 Unrealized
IJK iShares S&P Midcap Growth 0.5%
Value ($000) $2,269 Shares 11,887 Est. Cost $172.14 Unrealized
INTC Intel 0.5%
Value ($000) $2,264 Shares 62,756 Est. Cost $26.15 Unrealized +13.5%
MCO Moody's 0.5%
Value ($000) $2,241 Shares 20,000 Est. Cost $243.12 Unrealized -59.3%
TSLA Tesla Motors Inc 0.5%
Value ($000) $2,233 Shares 8,025 Est. Cost $14.45 Unrealized +17.1%
TIP iShares Barclays TIPS BD.FD. 0.5%
Value ($000) $2,223 Shares 19,386 Est. Cost $116.62 Unrealized
Broadcom LTD F 0.5%
Value ($000) $2,212 Shares 10,104 Est. Cost $218.92 Unrealized
TJX T J X Cos Inc 0.5%
Value ($000) $2,171 Shares 27,448 Est. Cost $35.15 Unrealized -3.2%
GlaxoSmithKline PLC Adrf 0.5%
Value ($000) $2,153 Shares 50,473 Est. Cost $45.04 Unrealized
WY Weyerhaeuser 0.5%
Value ($000) $2,141 Shares 63,003 Est. Cost $21.11 Unrealized +9.1%
HYG iShares iBoxx $ Hi.YLD. CPRT.BD.FD.ETF 0.5%
Value ($000) $2,123 Shares 24,188 Est. Cost $86.09 Unrealized
D Dominion Res. 0.4%
Value ($000) $2,051 Shares 26,445 Est. Cost $50.08 Unrealized +2.3%
LMT Lockheed Martin Corp 0.4%
Value ($000) $2,047 Shares 7,650 Est. Cost $130.88 Unrealized +58.0%
ROST Ross Stores Inc 0.4%
Value ($000) $1,918 Shares 29,114 Est. Cost $40.16 Unrealized +52.3%
Seattle Genetics Inc 0.4%
Value ($000) $1,886 Shares 30,000 Est. Cost $68.90 Unrealized
KXI iShars S&P Global Consumer Defensive 0.4%
Value ($000) $1,779 Shares 17,902 Est. Cost $99.73 Unrealized
EL Estee Lauder Companiesinc CL A 0.4%
Value ($000) $1,766 Shares 20,830 Est. Cost $75.07 Unrealized -1.6%
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $1,746 Shares 12,703 Est. Cost $120.50 Unrealized
PFF iShares U S PFD ETF 0.4%
Value ($000) $1,744 Shares 45,072 Est. Cost $38.37 Unrealized
Powershares Emerging Market Bond ETF 0.4%
Value ($000) $1,712 Shares 58,922 Est. Cost $29.81 Unrealized
ISRG Intuitive Surgical New 0.4%
Value ($000) $1,685 Shares 2,199 Est. Cost $53.28 Unrealized +48.3%
NVDA Nvidia Corp 0.4%
Value ($000) $1,677 Shares 15,395 Est. Cost $0.59 Unrealized +343.2%
SCHX Schwab US Large-Cap Equity ETF 0.4%
Value ($000) $1,674 Shares 29,750 Est. Cost $56.91 Unrealized
FTNT Fortinet Inc 0.3%
Value ($000) $1,644 Shares 42,874 Est. Cost $22.69 Unrealized -68.8%
IXG iShares S&P Global Financial Services 0.3%
Value ($000) $1,592 Shares 26,135 Est. Cost $50.59 Unrealized
IXJ iShares S&P Global Healthcare 0.3%
Value ($000) $1,584 Shares 15,406 Est. Cost $101.48 Unrealized
SPDR Barclays Capital High Yield Bnd ETF 0.3%
Value ($000) $1,526 Shares 41,320 Est. Cost $36.33 Unrealized
ILMN Illumina Inc 0.3%
Value ($000) $1,492 Shares 8,746 Est. Cost $175.26 Unrealized -10.1%
VFC V F Corporation 0.3%
Value ($000) $1,489 Shares 27,091 Est. Cost $58.80 Unrealized -16.1%
NSC Norfolk Southern 0.3%
Value ($000) $1,488 Shares 13,291 Est. Cost $189.06 Unrealized -48.3%
SCHZ Schwab US Aggregate Bond ETF 0.3%
Value ($000) $1,471 Shares 28,400 Est. Cost $51.60 Unrealized
EXI iShares S&P Global Industrials 0.3%
Value ($000) $1,468 Shares 18,263 Est. Cost $71.49 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $1,455 Shares 25,371 Est. Cost $50.87 Unrealized -10.5%
AMT American Tower Corp 0.3%
Value ($000) $1,451 Shares 11,939 Est. Cost $84.18 Unrealized +4.4%
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $1,445 Shares 18,129 Est. Cost $80.97 Unrealized
PYPL Paypal Holdings Inco 0.3%
Value ($000) $1,415 Shares 32,899 Est. Cost $41.74 Unrealized 0.0%
ADP Auto Data Processing 0.3%
Value ($000) $1,384 Shares 13,445 Est. Cost $74.13 Unrealized +13.9%
ACN Accenture PLC CL A F 0.3%
Value ($000) $1,384 Shares 11,548 Est. Cost $96.72 Unrealized +7.5%
IEF iShares TR Bond 0.3%
Value ($000) $1,340 Shares 12,693 Est. Cost $112.37 Unrealized
CB Chubb Limited Com 0.3%
Value ($000) $1,294 Shares 9,453 Est. Cost $114.91 Unrealized 0.0%
SRE Sempra En. 0.3%
Value ($000) $1,293 Shares 11,616 Est. Cost $81.74 Unrealized -51.1%
Carlyle Group L P 0.3%
Value ($000) $1,264 Shares 79,219 Est. Cost $16.04 Unrealized
PG Procter & Gamble 0.3%
Value ($000) $1,255 Shares 13,973 Est. Cost $77.08 Unrealized -9.1%
CMF iShares Intermediate California Municipal Bond ETF 0.3%
Value ($000) $1,247 Shares 10,718 Est. Cost $118.53 Unrealized
LOW Lowes Companies Inc 0.2%
Value ($000) $1,159 Shares 14,096 Est. Cost $58.84 Unrealized +10.5%
IJT iShares S&P Smcap Growth 0.2%
Value ($000) $1,153 Shares 7,535 Est. Cost $139.87 Unrealized
CGNX Cognex Corp 0.2%
Value ($000) $1,138 Shares 13,552 Est. Cost $24.36 Unrealized +39.6%
Flir Systems Inc 0.2%
Value ($000) $1,103 Shares 30,394 Est. Cost $35.79 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $1,099 Shares 18,367 Est. Cost $57.12 Unrealized -16.1%
EEM iShares MSCI Emerging Markets ETF 0.2%
Value ($000) $1,099 Shares 27,907 Est. Cost $35.89 Unrealized
PLD Prologis Inc Com 0.2%
Value ($000) $1,096 Shares 21,132 Est. Cost $35.71 Unrealized +11.0%
PSMT Pricesmart Inc 0.2%
Value ($000) $1,036 Shares 11,241 Est. Cost $81.12 Unrealized -3.5%
NXPI NXP Semiconductors NV F 0.2%
Value ($000) $1,009 Shares 9,753 Est. Cost $80.73 Unrealized +11.3%
BRK/A Berkshire Hathaway 0.2%
Value ($000) $999 Shares 4 Est. Cost $227949.47 Unrealized +10.1%
AKAM Akamai Technologies 0.2%
Value ($000) $976 Shares 16,346 Est. Cost $60.66 Unrealized +8.3%
ORCL Oracle 0.2%
Value ($000) $947 Shares 21,222 Est. Cost $40.17 Unrealized -9.1%
MSCI MSCI Inc Com 0.2%
Value ($000) $938 Shares 9,651 Est. Cost $74.05 Unrealized +11.3%
EMB iShares JP Morgan Usd Emrg.MKT.BD.FD. 0.2%
Value ($000) $875 Shares 7,692 Est. Cost $113.62 Unrealized
F Ford Motor 0.2%
Value ($000) $871 Shares 74,820 Est. Cost $8.88 Unrealized -12.4%
MELI Mercadolibre Inc 0.2%
Value ($000) $842 Shares 3,979 Est. Cost $125.85 Unrealized +55.2%
USB US Bancorp 0.2%
Value ($000) $822 Shares 15,876 Est. Cost $39.68 Unrealized -4.1%
JPM JP Morgan Chase & Co. 0.2%
Value ($000) $815 Shares 9,278 Est. Cost $57.68 Unrealized +20.8%
ABBV Abbvie Inc 0.2%
Value ($000) $802 Shares 12,308 Est. Cost $61.50 Unrealized -29.3%
SCHR SCH Intm US TRSR ETF 0.2%
Value ($000) $799 Shares 14,902 Est. Cost $51.40 Unrealized
Aqua America Inc 0.2%
Value ($000) $798 Shares 24,824 Est. Cost $31.72 Unrealized
TGT Target 0.2%
Value ($000) $793 Shares 14,368 Est. Cost $65.02 Unrealized -26.2%
IXC iShares S&P Global Energy 0.2%
Value ($000) $788 Shares 23,722 Est. Cost $32.53 Unrealized
VWO Vanguard Emerging Markets ETF 0.2%
Value ($000) $785 Shares 19,769 Est. Cost $36.22 Unrealized
T AT&T 0.2%
Value ($000) $755 Shares 18,168 Est. Cost $13.49 Unrealized +24.0%
DLR Digital Realty TST. 0.2%
Value ($000) $753 Shares 7,080 Est. Cost $33.79 Unrealized +128.6%
Mobileye NV F 0.2%
Value ($000) $740 Shares 12,052 Est. Cost $43.29 Unrealized
iShares S&P Developed 0.2%
Value ($000) $739 Shares 20,817 Est. Cost $36.61 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $738 Shares 13,578 Est. Cost $65.44 Unrealized -39.0%
AME Ametek Inc New 0.2%
Value ($000) $730 Shares 13,500 Est. Cost $44.72 Unrealized +11.1%
SCHF Schwab International Developed Equity ETF 0.2%
Value ($000) $726 Shares 24,297 Est. Cost $29.22 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $721 Shares 6,412 Est. Cost $96.64 Unrealized +7.9%
CCOI Cogent Communication 0.2%
Value ($000) $720 Shares 16,726 Est. Cost $21.33 Unrealized +24.6%
OMC Omnicom Group Inc 0.1%
Value ($000) $703 Shares 8,104 Est. Cost $61.12 Unrealized +2.2%
ALB Albemarle Corp 0.1%
Value ($000) $701 Shares 6,620 Est. Cost $73.03 Unrealized +18.1%
NEE Nextera Energy 0.1%
Value ($000) $694 Shares 5,405 Est. Cost $44.25 Unrealized -43.2%
Bard C R Incorporated 0.1%
Value ($000) $687 Shares 2,765 Est. Cost $192.18 Unrealized
MCK Mckesson Corporation 0.1%
Value ($000) $683 Shares 4,596 Est. Cost $184.80 Unrealized -26.1%
Royal Dutch Shell Adrea Rep 2 CL B Eur0.07 0.1%
Value ($000) $679 Shares 12,163 Est. Cost $56.49 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $677 Shares 13,022 Est. Cost $40.36 Unrealized +5.0%
UPS United Parcel Ser 0.1%
Value ($000) $677 Shares 6,311 Est. Cost $72.23 Unrealized +8.5%
BK Bank Of NY Mellon Corporation 0.1%
Value ($000) $675 Shares 14,289 Est. Cost $35.65 Unrealized +3.7%
XYL Xylem Inc 0.1%
Value ($000) $673 Shares 13,398 Est. Cost $45.25 Unrealized -3.2%
SCHW Charles Schwab 0.1%
Value ($000) $670 Shares 16,427 Est. Cost $29.24 Unrealized +25.9%
CSL Carlisle Companies Inc 0.1%
Value ($000) $656 Shares 6,165 Est. Cost $97.05 Unrealized -1.2%
ITRI Itron Inc Com 0.1%
Value ($000) $644 Shares 10,610 Est. Cost $60.43 Unrealized +2.9%
BXP Boston PPTYS Inc Com 0.1%
Value ($000) $639 Shares 4,796 Est. Cost $87.02 Unrealized +4.1%
SCHP SCH US TIPS ETF 0.1%
Value ($000) $637 Shares 11,465 Est. Cost $53.87 Unrealized
IONS Ionis 0.1%
Value ($000) $630 Shares 15,669 Est. Cost $32.26 Unrealized +39.2%
EQIX Equinix Inc 0.1%
Value ($000) $627 Shares 1,565 Est. Cost $310.95 Unrealized +3.0%
FLOT iShares ETF 0.1%
Value ($000) $623 Shares 12,255 Est. Cost $50.83 Unrealized
Walgreens Boots Allianc 0.1%
Value ($000) $612 Shares 7,369 Est. Cost $76.60 Unrealized
Apollo Global Management 0.1%
Value ($000) $610 Shares 25,102 Est. Cost $17.95 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $608 Shares 11,812 Est. Cost $8.83 Unrealized +12.6%
Magellan Midstream Partners 0.1%
Value ($000) $601 Shares 7,814 Est. Cost $77.15 Unrealized
AYI Acuity Brands Inc 0.1%
Value ($000) $601 Shares 2,947 Est. Cost $211.81 Unrealized -3.2%
SPDR BLMBRG BRCLY 1 3 0.1%
Value ($000) $590 Shares 12,918 Est. Cost $45.67 Unrealized
TLT iShares 20 Year 0.1%
Value ($000) $588 Shares 4,870 Est. Cost $123.29 Unrealized
Blackstone Group LP 0.1%
Value ($000) $586 Shares 19,722 Est. Cost $24.74 Unrealized
BND Vanguard Bond Index Fund 0.1%
Value ($000) $583 Shares 7,190 Est. Cost $84.10 Unrealized
TRMB Trimble Navigation LTD 0.1%
Value ($000) $569 Shares 17,769 Est. Cost $28.81 Unrealized +7.3%
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $568 Shares 12,011 Est. Cost $40.88 Unrealized
Anadarko Petroleum 0.1%
Value ($000) $558 Shares 8,995 Est. Cost $79.22 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $558 Shares 3,258 Est. Cost $173.59 Unrealized
REGN Regeneron Pharms Inc 0.1%
Value ($000) $527 Shares 1,359 Est. Cost $381.38 Unrealized -3.3%
BMRN Biomarin Pharmaceutical 0.1%
Value ($000) $525 Shares 5,976 Est. Cost $86.45 Unrealized +2.9%
ALGN Align Technology Inc 0.1%
Value ($000) $525 Shares 4,573 Est. Cost $55.19 Unrealized +83.0%
RWR SPDR Dow Jones REIT 0.1%
Value ($000) $521 Shares 5,650 Est. Cost $94.51 Unrealized
Pandora Media Inc 0.1%
Value ($000) $513 Shares 43,445 Est. Cost $19.77 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $511 Shares 7,414 Est. Cost $12.34 Unrealized +2.7%
TTC Toro Company 0.1%
Value ($000) $504 Shares 8,044 Est. Cost $42.17 Unrealized +41.4%
SUB iShares Short Term National AMT Free Municipal Bond ETF 0.1%
Value ($000) $501 Shares 4,746 Est. Cost $105.92 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $500 Shares 11,262 Est. Cost $36.13 Unrealized +2.2%
Mead Johnson Nutrition 0.1%
Value ($000) $495 Shares 5,537 Est. Cost $85.59 Unrealized
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.1%
Value ($000) $469 Shares 9,291 Est. Cost $50.69 Unrealized
Twitter Inc 0.1%
Value ($000) $467 Shares 31,209 Est. Cost $40.04 Unrealized
Raven Industries Inc 0.1%
Value ($000) $463 Shares 15,934 Est. Cost $30.85 Unrealized
IGM iShares North 0.1%
Value ($000) $459 Shares 3,313 Est. Cost $109.87 Unrealized
SCHH Schwab US REIT ETF 0.1%
Value ($000) $455 Shares 11,163 Est. Cost $41.56 Unrealized
MNST Monster Beverage Corp 0.1%
Value ($000) $452 Shares 9,786 Est. Cost $22.71 Unrealized -1.6%
UAA Under Armour Inc Com Class A 0.1%
Value ($000) $449 Shares 22,720 Est. Cost $33.88 Unrealized -31.2%
IJJ iShares TST.S&P Mid Cap. Val. 0.1%
Value ($000) $444 Shares 2,993 Est. Cost $138.54 Unrealized
TWLO Twilio Inc 0.1%
Value ($000) $442 Shares 15,325 Est. Cost $37.14 Unrealized -18.6%
Splunk Inc 0.1%
Value ($000) $438 Shares 7,035 Est. Cost $62.26 Unrealized
ProShares TR Short 0.1%
Value ($000) $417 Shares 12,086 Est. Cost $34.50 Unrealized
IFF Intl Flavors& Fragrances 0.1%
Value ($000) $416 Shares 3,125 Est. Cost $83.82 Unrealized +17.2%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $403 Shares 3,035 Est. Cost $91.26 Unrealized +14.6%
HASI Hannon Armstrong Sustainable Infrastructure Cap Inc Com 0.1%
Value ($000) $394 Shares 19,502 Est. Cost $12.72 Unrealized -4.7%
SHY iShares TR Barclays Bond 0.1%
Value ($000) $394 Shares 4,663 Est. Cost $85.11 Unrealized
IJS iShares S&P Smcap Value 0.1%
Value ($000) $388 Shares 2,797 Est. Cost $140.68 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $387 Shares 2,972 Est. Cost $96.05 Unrealized +22.2%
MOS Mosaic Co New 0.1%
Value ($000) $386 Shares 13,228 Est. Cost $23.00 Unrealized +15.6%
XLK Sector SPDR TST.Sbi Int. Tech. 0.1%
Value ($000) $384 Shares 7,204 Est. Cost $52.89 Unrealized
MXI iShares S&P Global Materials 0.1%
Value ($000) $380 Shares 6,425 Est. Cost $50.70 Unrealized
IYY iShares Dow Jones 0.1%
Value ($000) $377 Shares 3,187 Est. Cost $119.67 Unrealized
SMG THE SCOTTS MIRACLE 0.1%
Value ($000) $374 Shares 4,000 Est. Cost $50.58 Unrealized +35.9%
BWA Borg Warner Inc 0.1%
Value ($000) $362 Shares 8,658 Est. Cost $28.28 Unrealized +12.4%
WTS Watts Water Technologies Inc CL A Com 0.1%
Value ($000) $360 Shares 5,775 Est. Cost $65.28 Unrealized -2.5%
VIG Vanguard DIV.Apprec.Idx. FD. 0.1%
Value ($000) $358 Shares 3,971 Est. Cost $83.82 Unrealized
JXI iShares S&P Global Utilities 0.1%
Value ($000) $354 Shares 7,340 Est. Cost $48.85 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $349 Shares 12,640 Est. Cost $28.79 Unrealized
VEA Vanguard FTSE Developed Market S ETF 0.1%
Value ($000) $342 Shares 8,714 Est. Cost $36.20 Unrealized
IXP iShares S&P Global Telecom 0.1%
Value ($000) $338 Shares 5,683 Est. Cost $62.27 Unrealized
Du Pont E I De Nemour&co 0.1%
Value ($000) $337 Shares 4,189 Est. Cost $80.45 Unrealized
DJP Dow Jones UBS Commodity Index Total Return 0.1%
Value ($000) $337 Shares 14,312 Est. Cost $27.25 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $328 Shares 4,502 Est. Cost $56.76 Unrealized +7.3%
ED Consolidated Edison Inc 0.1%
Value ($000) $321 Shares 4,135 Est. Cost $66.81 Unrealized -18.2%
Potash Corp Sask Inc F 0.1%
Value ($000) $320 Shares 18,624 Est. Cost $17.09 Unrealized
STWD Starwood Property Trust 0.1%
Value ($000) $315 Shares 13,643 Est. Cost $21.19 Unrealized
BOH Bank Of Hawaii 0.1%
Value ($000) $313 Shares 3,800 Est. Cost $76.12 Unrealized -20.0%
SPG Simon PR.GP. 0.1%
Value ($000) $312 Shares 1,815 Est. Cost $111.53 Unrealized 0.0%
Silver Spring Networks Inc Com 0.1%
Value ($000) $309 Shares 27,347 Est. Cost $11.65 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $308 Shares 6,034 Est. Cost $61.53 Unrealized -14.0%
NVS Novartis 'B' SPN.ADR 1:1 0.1%
Value ($000) $308 Shares 4,000 Est. Cost $75.44 Unrealized
IWN iShares Russell 2000 0.1%
Value ($000) $303 Shares 2,565 Est. Cost $120.08 Unrealized
H C P Inc 0.1%
Value ($000) $297 Shares 9,495 Est. Cost $39.18 Unrealized
TPICQ Tpi Composites Inc Com 0.1%
Value ($000) $294 Shares 15,441 Est. Cost $16.43 Unrealized +8.8%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $286 Shares 2,100 Est. Cost $109.91 Unrealized +2.9%
DHR Danaher Corp 0.1%
Value ($000) $275 Shares 3,214 Est. Cost $66.37 Unrealized +7.4%
IYR iShares U.S. Real Estate ETF 0.1%
Value ($000) $274 Shares 3,489 Est. Cost $81.22 Unrealized
IT Gartner 'a' 0.1%
Value ($000) $270 Shares 2,500 Est. Cost $81.25 Unrealized +26.9%
SCHB Schwab U.S. Broad Market Index ETF 0.1%
Value ($000) $264 Shares 4,634 Est. Cost $52.95 Unrealized
UNP Union Pacific 0.1%
Value ($000) $264 Shares 2,489 Est. Cost $83.28 Unrealized +5.2%
SJM J M Smucker Co New 0.1%
Value ($000) $262 Shares 2,001 Est. Cost $97.61 Unrealized +5.5%
FLS Flowserve Corporation 0.1%
Value ($000) $256 Shares 5,266 Est. Cost $38.66 Unrealized +4.5%
EZU iShares MSCI Emu 0.1%
Value ($000) $253 Shares 6,722 Est. Cost $32.31 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $253 Shares 4,300 Est. Cost $38.55 Unrealized +21.1%
IWP iShares Russell Mid Cap 0.1%
Value ($000) $252 Shares 2,430 Est. Cost $104.12 Unrealized
Rexnord Corp New Com 0.1%
Value ($000) $244 Shares 10,589 Est. Cost $23.08 Unrealized
PEP Pepsico 0.1%
Value ($000) $243 Shares 2,169 Est. Cost $76.24 Unrealized +7.5%
Western Gas Partners LP 0.1%
Value ($000) $242 Shares 4,000 Est. Cost $62.00 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $239 Shares 2,715 Est. Cost $89.13 Unrealized
Scripps NTWK Interactiv 0.1%
Value ($000) $238 Shares 3,031 Est. Cost $69.80 Unrealized
XHS SPDR Series Trust 0.1%
Value ($000) $237 Shares 4,071 Est. Cost $55.05 Unrealized
VB Vanguard SML.Cap ETF 0.0%
Value ($000) $234 Shares 1,756 Est. Cost $115.76 Unrealized
CAT Caterpillar 0.0%
Value ($000) $232 Shares 2,502 Est. Cost $77.65 Unrealized +0.1%
Time Warner Inc New 0.0%
Value ($000) $230 Shares 2,356 Est. Cost $73.23 Unrealized
RUN Sunrun Inc Com 0.0%
Value ($000) $227 Shares 42,016 Est. Cost $5.56 Unrealized 0.0%
Dow Chemical Company 0.0%
Value ($000) $225 Shares 3,523 Est. Cost $59.42 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value ($000) $223 Shares 2,357 Est. Cost $59.84 Unrealized +3.0%
SCHE Schwab Emerging Market Equity ETF 0.0%
Value ($000) $219 Shares 9,141 Est. Cost $24.15 Unrealized
UNH Unitedhealth Group 0.0%
Value ($000) $219 Shares 1,335 Est. Cost $119.26 Unrealized +19.2%
VV Vanguard LGCP.ETF 0.0%
Value ($000) $211 Shares 1,953 Est. Cost $100.48 Unrealized
AXP American Express 0.0%
Value ($000) $211 Shares 2,665 Est. Cost $61.23 Unrealized +13.0%
HDSN Hudson Technologies Inc Com 0.0%
Value ($000) $205 Shares 31,034 Est. Cost $7.09 Unrealized +2.7%
SCHA Schwab US Small-Cap Equity ETF 0.0%
Value ($000) $198 Shares 3,148 Est. Cost $55.08 Unrealized
GGP Inc REIT 0.0%
Value ($000) $197 Shares 8,500 Est. Cost $23.18 Unrealized
UA Under Armour Inc 0.0%
Value ($000) $195 Shares 10,679 Est. Cost $37.40 Unrealized -44.3%
VO Vanguard Mid.Cap ETF 0.0%
Value ($000) $195 Shares 1,397 Est. Cost $125.28 Unrealized
BOND PIMCO Total Return ETF 0.0%
Value ($000) $194 Shares 1,838 Est. Cost $107.50 Unrealized
Life Storage Inc Com 0.0%
Value ($000) $193 Shares 2,350 Est. Cost $82.13 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $192 Shares 823 Est. Cost $169.31 Unrealized +0.5%
AVB Avalonbay Commns. 0.0%
Value ($000) $191 Shares 1,035 Est. Cost $130.34 Unrealized +1.5%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.0%
Value ($000) $191 Shares 1,618 Est. Cost $123.13 Unrealized
BMI Badger Meter Inc Com 0.0%
Value ($000) $189 Shares 5,134 Est. Cost $32.11 Unrealized +5.7%
Guggenheim BulletShares 2018 0.0%
Value ($000) $182 Shares 8,559 Est. Cost $21.29 Unrealized
Guggenheim BulletShares 2017 0.0%
Value ($000) $182 Shares 8,057 Est. Cost $22.70 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $170 Shares 4,505 Est. Cost $22.28 Unrealized +7.9%
Barclays ETN Shiller 0.0%
Value ($000) $165 Shares 1,590 Est. Cost $103.77 Unrealized
CLX Clorox Co 0.0%
Value ($000) $164 Shares 1,220 Est. Cost $99.93 Unrealized +0.5%
FTI Technipfmc Limited 0.0%
Value ($000) $163 Shares 5,017 Est. Cost $22.64 Unrealized 0.0%
Cyrusone Inc Com 0.0%
Value ($000) $162 Shares 3,125 Est. Cost $51.66 Unrealized
ECL Ecolab 0.0%
Value ($000) $158 Shares 1,262 Est. Cost $105.37 Unrealized +5.4%
Express Scripts HLDG Co 0.0%
Value ($000) $157 Shares 2,387 Est. Cost $70.39 Unrealized
Mobileiron Inc 0.0%
Value ($000) $156 Shares 35,807 Est. Cost $4.52 Unrealized
Northwest Natural Ga 0.0%
Value ($000) $148 Shares 2,500 Est. Cost $64.80 Unrealized
VOD Vodafone Group Spon 0.0%
Value ($000) $147 Shares 5,543 Est. Cost $26.52 Unrealized
Powershs QQQ Trust Ser 1 0.0%
Value ($000) $147 Shares 1,110 Est. Cost $119.15 Unrealized
Discover Financial SVS. 0.0%
Value ($000) $147 Shares 2,146 Est. Cost $56.58 Unrealized
GPC Genuine Parts 0.0%
Value ($000) $139 Shares 1,490 Est. Cost $61.83 Unrealized +20.1%
VNO Vornado Realty Trust 0.0%
Value ($000) $139 Shares 1,390 Est. Cost $100.00 Unrealized
Unilever PLC New Sponsadr New 0.0%
Value ($000) $134 Shares 2,707 Est. Cost $48.02 Unrealized
VCSH Vanguard Short Term Cor 0.0%
Value ($000) $133 Shares 1,667 Est. Cost $80.62 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $130 Shares 546 Est. Cost $182.98 Unrealized +12.5%
DLN Wisdomtree TR 0.0%
Value ($000) $126 Shares 1,518 Est. Cost $77.08 Unrealized
OEF iShares S&P 100 ETF 0.0%
Value ($000) $126 Shares 1,206 Est. Cost $92.92 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $125 Shares 1,514 Est. Cost $87.99 Unrealized
Royal Dutch Shell A Adrf 0.0%
Value ($000) $124 Shares 2,350 Est. Cost $52.91 Unrealized
CSX CSX 0.0%
Value ($000) $120 Shares 2,569 Est. Cost $7.28 Unrealized +85.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $119 Shares 1,475 Est. Cost $55.65 Unrealized +9.0%
IDGT iShares North American Tech-Multi Ntwk 0.0%
Value ($000) $118 Shares 2,590 Est. Cost $34.75 Unrealized
MO Altria Group 0.0%
Value ($000) $118 Shares 1,641 Est. Cost $31.91 Unrealized +20.8%
DEO Diageo SPN.ADR 1:4 0.0%
Value ($000) $117 Shares 1,000 Est. Cost $112.24 Unrealized
Guggenheim Bulletshares 0.0%
Value ($000) $115 Shares 4,489 Est. Cost $25.81 Unrealized
XBFZX BlackRock Calif Mun 0.0%
Value ($000) $115 Shares 8,016 Est. Cost $16.76 Unrealized
VCIT Vanguard Corp Bond ETF 0.0%
Value ($000) $112 Shares 1,297 Est. Cost $89.20 Unrealized
CPT Camden PPTY TR Com 0.0%
Value ($000) $110 Shares 1,350 Est. Cost $60.76 Unrealized 0.0%
VXF Vanguard Extended MKT 0.0%
Value ($000) $110 Shares 1,102 Est. Cost $99.82 Unrealized
ARE Alexandria Real Estate Equities Inc Com 0.0%
Value ($000) $110 Shares 990 Est. Cost $81.13 Unrealized +1.2%
AAT American Assets TR Inc Com 0.0%
Value ($000) $105 Shares 2,500 Est. Cost $42.00 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $104 Shares 800 Est. Cost $73.83 Unrealized +40.6%
PCG P G & E Corp 0.0%
Value ($000) $104 Shares 1,568 Est. Cost $57.25 Unrealized +7.6%
UAL United Continental HDG. 0.0%
Value ($000) $104 Shares 1,470 Est. Cost $52.63 Unrealized +37.3%
Guggenheim SP 500 Top 50 0.0%
Value ($000) $102 Shares 608 Est. Cost $152.96 Unrealized
HAL Halliburton Co Holdingco FRMLY Halliburton 0.0%
Value ($000) $101 Shares 2,049 Est. Cost $41.70 Unrealized +8.2%
KRC Kilroy Realty Corp Com 0.0%
Value ($000) $100 Shares 1,375 Est. Cost $72.73 Unrealized
American Outdoor Bra 0.0%
Value ($000) $98 Shares 4,927 Est. Cost $19.89 Unrealized
Guggenheim Bultsh 2019 0.0%
Value ($000) $97 Shares 4,549 Est. Cost $21.27 Unrealized
ESRT Empire ST RLTY TR Inc CL A 0.0%
Value ($000) $97 Shares 4,700 Est. Cost $20.64 Unrealized
Guggenheim Bullet 2021 0.0%
Value ($000) $97 Shares 4,565 Est. Cost $21.00 Unrealized
Reynolds American 0.0%
Value ($000) $97 Shares 1,524 Est. Cost $53.81 Unrealized
Claymore Exchange 0.0%
Value ($000) $97 Shares 4,537 Est. Cost $21.33 Unrealized
ISTB iShares Short Term Bond ETF 0.0%
Value ($000) $95 Shares 1,898 Est. Cost $76.07 Unrealized
CHKP Check PT Software Tech F 0.0%
Value ($000) $94 Shares 911 Est. Cost $82.92 Unrealized +18.2%
Guggenheim Bullet 2022 0.0%
Value ($000) $93 Shares 4,397 Est. Cost $20.90 Unrealized
Guggenheim Bulletshares 0.0%
Value ($000) $93 Shares 3,659 Est. Cost $25.25 Unrealized
Guggenheim BLTSHRS 2023 0.0%
Value ($000) $92 Shares 4,442 Est. Cost $20.46 Unrealized
KRG Kite RLTY Group TR Com New 0.0%
Value ($000) $92 Shares 4,300 Est. Cost $21.40 Unrealized
Vector Group LTD 0.0%
Value ($000) $91 Shares 4,374 Est. Cost $21.43 Unrealized
Weingarten Realty Investors Shares Of Beneficial Interest 0.0%
Value ($000) $90 Shares 2,700 Est. Cost $33.58 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $31.86 Unrealized +8.6%
MS Morgan Stanley 0.0%
Value ($000) $89 Shares 2,070 Est. Cost $19.90 Unrealized +72.7%
VRSK Verisk Analytics Inc Cla 0.0%
Value ($000) $89 Shares 1,094 Est. Cost $78.34 Unrealized +0.2%
IEX Idex Corp 0.0%
Value ($000) $88 Shares 945 Est. Cost $80.87 Unrealized +1.9%
DWM Wisdomtree TR 0.0%
Value ($000) $83 Shares 1,668 Est. Cost $44.96 Unrealized
WGL Holdings Inc 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $72.00 Unrealized
PIMCO Dynamic Income CF 0.0%
Value ($000) $81 Shares 2,800 Est. Cost $28.57 Unrealized
AHRT Armada Hoffler PPTYS Inc Com 0.0%
Value ($000) $81 Shares 5,775 Est. Cost $14.03 Unrealized
L3 Technologies Inc 0.0%
Value ($000) $80 Shares 482 Est. Cost $165.98 Unrealized
MAIN Main Street Capital 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $33.81 Unrealized +9.3%
XLY CSM.Discrtny.SLT.Sect. SPDR FD. 0.0%
Value ($000) $79 Shares 900 Est. Cost $80.00 Unrealized
BNS Bank Of Nova Scotia F 0.0%
Value ($000) $79 Shares 1,331 Est. Cost $34.07 Unrealized +10.9%
SDOG Alps Sector Dividend 0.0%
Value ($000) $79 Shares 1,839 Est. Cost $41.33 Unrealized
EGP Eastgroup PPTYS Inc Com 0.0%
Value ($000) $79 Shares 1,075 Est. Cost $73.49 Unrealized
NVO Novo-Nordisk A-S F 0.0%
Value ($000) $79 Shares 2,266 Est. Cost $34.64 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $78 Shares 976 Est. Cost $48.75 Unrealized +7.4%
MDT Medtronic PLC F 0.0%
Value ($000) $78 Shares 965 Est. Cost $61.41 Unrealized +1.6%
MET Metlife Inc 0.0%
Value ($000) $78 Shares 1,469 Est. Cost $33.72 Unrealized +4.8%
BMO Bank Montreal Quebec F 0.0%
Value ($000) $78 Shares 1,048 Est. Cost $44.58 Unrealized +18.4%
HST Host Hotels & Resort 0.0%
Value ($000) $76 Shares 4,050 Est. Cost $12.94 Unrealized 0.0%
TXNM PNM Resources Inc 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $31.98 Unrealized +10.6%
MSEX Middlesex Water Co 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $28.35 Unrealized +31.8%
Alps Trust ETF 0.0%
Value ($000) $74 Shares 5,845 Est. Cost $12.61 Unrealized
IWC iShares Micro Cap ETF 0.0%
Value ($000) $74 Shares 864 Est. Cost $71.76 Unrealized
California Resources 0.0%
Value ($000) $74 Shares 4,936 Est. Cost $12.16 Unrealized
REG Regency CTRS Corp Com 0.0%
Value ($000) $73 Shares 1,100 Est. Cost $48.09 Unrealized 0.0%
IRT Independence RLTY TR Inc Com 0.0%
Value ($000) $73 Shares 7,700 Est. Cost $9.48 Unrealized
CBRL Cracker Barrel Old 0.0%
Value ($000) $73 Shares 461 Est. Cost $103.14 Unrealized +6.2%
EQR Equity Residential 0.0%
Value ($000) $72 Shares 1,150 Est. Cost $45.20 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $72 Shares 678 Est. Cost $62.61 Unrealized +14.6%
O Realty Income Corp 0.0%
Value ($000) $72 Shares 1,212 Est. Cost $41.52 Unrealized -8.7%
CNI Canadian Natl RY Co F 0.0%
Value ($000) $71 Shares 964 Est. Cost $55.36 Unrealized +8.8%
TSN Tyson Foods Inc 0.0%
Value ($000) $71 Shares 1,149 Est. Cost $51.69 Unrealized -3.2%
Monsanto Co New Del 0.0%
Value ($000) $71 Shares 630 Est. Cost $113.72 Unrealized
Cousins PPTYS Inc Com 0.0%
Value ($000) $70 Shares 8,450 Est. Cost $8.28 Unrealized
Xilinx Inc 0.0%
Value ($000) $70 Shares 1,205 Est. Cost $46.27 Unrealized
SHM SPDR Nuveen Barclays 0.0%
Value ($000) $69 Shares 1,430 Est. Cost $49.18 Unrealized
Retail Opportunity Invts Corp Com 0.0%
Value ($000) $69 Shares 3,275 Est. Cost $21.07 Unrealized
DCI Donaldson Company Inc 0.0%
Value ($000) $69 Shares 1,514 Est. Cost $37.57 Unrealized 0.0%
MAC Macerich Company 0.0%
Value ($000) $69 Shares 1,075 Est. Cost $64.19 Unrealized
EXR Extra Space Storage Inc Com 0.0%
Value ($000) $68 Shares 915 Est. Cost $54.05 Unrealized 0.0%
SKT Tanger Factory Outlet Centers Inc Com 0.0%
Value ($000) $67 Shares 2,055 Est. Cost $32.60 Unrealized
OTTR Otter Tail Corp 0.0%
Value ($000) $66 Shares 1,746 Est. Cost $29.42 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $66 Shares 1,698 Est. Cost $17.10 Unrealized +90.3%
Aetna Inc 0.0%
Value ($000) $66 Shares 520 Est. Cost $122.83 Unrealized
SCHC Schwab International Mid/Small-Cap Equity ETF 0.0%
Value ($000) $66 Shares 2,122 Est. Cost $28.50 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $65 Shares 393 Est. Cost $119.03 Unrealized +18.8%
Sensata Tech HLDGS NV F 0.0%
Value ($000) $64 Shares 1,476 Est. Cost $41.33 Unrealized
JP Morgan Alerian MLP Index ETN 0.0%
Value ($000) $64 Shares 1,966 Est. Cost $31.95 Unrealized
CHTR Charter Communicatn 0.0%
Value ($000) $63 Shares 191 Est. Cost $217.80 Unrealized +46.2%
ATEN A10 Networks Inc 0.0%
Value ($000) $61 Shares 6,666 Est. Cost $8.18 Unrealized +1.1%
Globalstar Inc Com 0.0%
Value ($000) $60 Shares 37,500 Est. Cost $1.44 Unrealized
STT State Street 0.0%
Value ($000) $60 Shares 750 Est. Cost $42.64 Unrealized +42.9%
T C Pipelines LP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $62.00 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $60 Shares 826 Est. Cost $18.31 Unrealized +8.0%
CBS 'B' 0.0%
Value ($000) $59 Shares 845 Est. Cost $54.44 Unrealized
IBB iShares Nasdaq Biotech. Idx.FD. 0.0%
Value ($000) $59 Shares 200 Est. Cost $265.13 Unrealized
AIG American Intl Group New 0.0%
Value ($000) $59 Shares 952 Est. Cost $48.74 Unrealized +5.0%
SYK Stryker Corp 0.0%
Value ($000) $59 Shares 450 Est. Cost $105.06 Unrealized +9.0%
IYW iShares 0.0%
Value ($000) $58 Shares 431 Est. Cost $118.33 Unrealized
NTTYY Nippon Tel &tel Corp 0.0%
Value ($000) $58 Shares 1,352 Est. Cost $46.72 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $58 Shares 875 Est. Cost $67.43 Unrealized
UDR Udr Inc Com 0.0%
Value ($000) $58 Shares 1,600 Est. Cost $26.03 Unrealized 0.0%
MRSH Marsh & MC Lennan Co Inc 0.0%
Value ($000) $57 Shares 776 Est. Cost $61.73 Unrealized 0.0%
DFIN Donnelley Financial 0.0%
Value ($000) $55 Shares 2,875 Est. Cost $21.18 Unrealized +6.4%
Raytheon Co 0.0%
Value ($000) $55 Shares 360 Est. Cost $136.29 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $54 Shares 441 Est. Cost $124.16 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $54 Shares 655 Est. Cost $55.92 Unrealized +15.4%
EW Edwards Lifesciences CP 0.0%
Value ($000) $54 Shares 571 Est. Cost $29.41 Unrealized +6.4%
Dynex Capital Inc New 0.0%
Value ($000) $53 Shares 7,507 Est. Cost $6.66 Unrealized
OPK Opko Health Inc 0.0%
Value ($000) $53 Shares 6,597 Est. Cost $9.93 Unrealized -15.2%
XEL Xcel Energy Inc 0.0%
Value ($000) $53 Shares 1,187 Est. Cost $28.69 Unrealized +12.3%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $52 Shares 280 Est. Cost $175.00 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $51 Shares 805 Est. Cost $50.93 Unrealized
ERII Energy Recovery Inc Com 0.0%
Value ($000) $51 Shares 6,080 Est. Cost $12.01 Unrealized -22.8%
C Citigroup Inc New 0.0%
Value ($000) $50 Shares 838 Est. Cost $39.49 Unrealized +13.1%
New York CMNTY Bancorp 0.0%
Value ($000) $49 Shares 3,500 Est. Cost $16.00 Unrealized
VDC Vanguard Consumr Staples 0.0%
Value ($000) $49 Shares 350 Est. Cost $137.14 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $49 Shares 1,814 Est. Cost $51.18 Unrealized -35.9%
CAG Conagra Foods Inc 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $23.58 Unrealized +22.3%
CAH Cardinal Health Inc 0.0%
Value ($000) $48 Shares 581 Est. Cost $61.18 Unrealized -1.0%
VTI Vanguard Total Stock 0.0%
Value ($000) $48 Shares 396 Est. Cost $111.11 Unrealized
FNDB Schwab Fundamental US 0.0%
Value ($000) $47 Shares 1,395 Est. Cost $33.69 Unrealized
Priceline Group 0.0%
Value ($000) $46 Shares 26 Est. Cost $1766.27 Unrealized
BT Group PLC ADR 0.0%
Value ($000) $45 Shares 2,245 Est. Cost $20.30 Unrealized
Bob Evans Farms Inc 0.0%
Value ($000) $45 Shares 693 Est. Cost $57.07 Unrealized
DES Wisdomtree Smallcap DIV 0.0%
Value ($000) $44 Shares 548 Est. Cost $71.17 Unrealized
BA Boeing Co 0.0%
Value ($000) $44 Shares 250 Est. Cost $114.90 Unrealized +38.2%
EFX Equifax Inc 0.0%
Value ($000) $44 Shares 321 Est. Cost $95.83 Unrealized +22.3%
FLXSHR CRNCY HDG MRNSTR 0.0%
Value ($000) $43 Shares 1,620 Est. Cost $26.54 Unrealized
FBT First Trust NYSE Arca 0.0%
Value ($000) $42 Shares 400 Est. Cost $100.00 Unrealized
XLB Select Sector SPDR 0.0%
Value ($000) $42 Shares 800 Est. Cost $47.50 Unrealized
EDIV SPDR S&P Emerging 0.0%
Value ($000) $42 Shares 1,419 Est. Cost $29.60 Unrealized
JCI Johnson CTLS Intl PLC F 0.0%
Value ($000) $42 Shares 980 Est. Cost $34.20 Unrealized +0.8%
MIDD Middleby Corp The 0.0%
Value ($000) $41 Shares 300 Est. Cost $135.96 Unrealized 0.0%
AFG American Financial Group Inc. 0.0%
Value ($000) $41 Shares 432 Est. Cost $35.59 Unrealized +26.8%
VT Vanguard Total World 0.0%
Value ($000) $40 Shares 607 Est. Cost $58.75 Unrealized
Tortoise Egy Infrastruct 0.0%
Value ($000) $38 Shares 1,096 Est. Cost $33.76 Unrealized
MAN Manpowergroup 0.0%
Value ($000) $38 Shares 375 Est. Cost $77.51 Unrealized +25.2%
FNDA Schwab Fundamental US 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $34.55 Unrealized
LEA Lear Corporation 0.0%
Value ($000) $37 Shares 258 Est. Cost $94.66 Unrealized +26.2%
RR Donnelley & Sons 0.0%
Value ($000) $36 Shares 3,000 Est. Cost $17.67 Unrealized
Ca Inc 0.0%
Value ($000) $36 Shares 1,135 Est. Cost $33.36 Unrealized
Cons Communication HLDGS 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $26.00 Unrealized
MKC MC Cormick & Co Inc N-VT 0.0%
Value ($000) $35 Shares 357 Est. Cost $40.65 Unrealized +0.6%
GM General Motors Co 0.0%
Value ($000) $34 Shares 966 Est. Cost $25.49 Unrealized +21.4%
ARW Arrow Electronics 0.0%
Value ($000) $33 Shares 445 Est. Cost $64.59 Unrealized +13.4%
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $33 Shares 105 Est. Cost $285.71 Unrealized
Zayo Group Holdings 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $32.00 Unrealized
GD General Dynamics Corp Common 0.0%
Value ($000) $32 Shares 170 Est. Cost $113.06 Unrealized +34.5%
BMRC Bank Of Marin Bancorp 0.0%
Value ($000) $32 Shares 499 Est. Cost $18.44 Unrealized +38.3%
DDD 3 D Systems Corp 0.0%
Value ($000) $32 Shares 2,108 Est. Cost $13.22 Unrealized +18.7%
Symantec Corp 0.0%
Value ($000) $31 Shares 995 Est. Cost $29.15 Unrealized
Arconic Inc 0.0%
Value ($000) $31 Shares 1,166 Est. Cost $28.30 Unrealized
HEFA iShares Currency Hedg 0.0%
Value ($000) $31 Shares 1,125 Est. Cost $27.56 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $31 Shares 195 Est. Cost $96.45 Unrealized +37.5%
SNPS Synopsys Inc 0.0%
Value ($000) $31 Shares 430 Est. Cost $50.14 Unrealized +33.5%
COF Capital One Finl 0.0%
Value ($000) $31 Shares 353 Est. Cost $62.71 Unrealized +21.8%
CTSH Cognizant Tech Solu 0.0%
Value ($000) $30 Shares 500 Est. Cost $50.97 Unrealized 0.0%
XLRE Select Sector SPDR 0.0%
Value ($000) $28 Shares 891 Est. Cost $31.43 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value ($000) $28 Shares 517 Est. Cost $53.35 Unrealized
XLF SPDR (financial) Index 0.0%
Value ($000) $27 Shares 1,145 Est. Cost $19.21 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $27 Shares 235 Est. Cost $89.36 Unrealized +25.8%
21ST Cent Fox 0.0%
Value ($000) $27 Shares 825 Est. Cost $26.67 Unrealized
Liberty All Star Eq FD 0.0%
Value ($000) $27 Shares 5,000 Est. Cost $5.00 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $27 Shares 281 Est. Cost $96.09 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $26 Shares 767 Est. Cost $23.57 Unrealized +22.8%
FLR Fluor 0.0%
Value ($000) $26 Shares 500 Est. Cost $42.95 Unrealized +17.9%
ADSK Autodesk 0.0%
Value ($000) $26 Shares 302 Est. Cost $66.59 Unrealized +25.7%
AEP Amer.Elec.PWR. 0.0%
Value ($000) $26 Shares 386 Est. Cost $46.61 Unrealized +1.7%
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $26 Shares 750 Est. Cost $33.44 Unrealized 0.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $116.67 Unrealized
SO The Southern Company 0.0%
Value ($000) $25 Shares 500 Est. Cost $32.22 Unrealized +6.0%
Wells Fargo & Co New Perp PFD Conv CL A CPN- Freq-QRTLY Perp Maty 0.0%
Value ($000) $25 Shares 20 Est. Cost $1200.00 Unrealized
IWO iShares Russell 0.0%
Value ($000) $25 Shares 155 Est. Cost $137.25 Unrealized
IWS iShares Russell 0.0%
Value ($000) $25 Shares 305 Est. Cost $73.58 Unrealized
Xerox Corp 0.0%
Value ($000) $24 Shares 3,256 Est. Cost $9.11 Unrealized
FEZ SPDR Euro Stoxx 50 ETF 0.0%
Value ($000) $24 Shares 672 Est. Cost $35.71 Unrealized
PSX Phillips 66 0.0%
Value ($000) $24 Shares 302 Est. Cost $57.26 Unrealized +0.0%
GPN Global Payments Inc 0.0%
Value ($000) $24 Shares 300 Est. Cost $70.19 Unrealized +6.3%
SYF Synchrony Financial 0.0%
Value ($000) $23 Shares 674 Est. Cost $25.00 Unrealized +15.8%
DTE Dte Energy Company 0.0%
Value ($000) $23 Shares 220 Est. Cost $56.09 Unrealized +12.3%
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $23 Shares 530 Est. Cost $34.73 Unrealized +3.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $22 Shares 413 Est. Cost $40.16 Unrealized +20.2%
DNP Select Income Fund 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.00 Unrealized
EGHT 8X8 Inc New 0.0%
Value ($000) $22 Shares 1,460 Est. Cost $10.96 Unrealized +38.2%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $21 Shares 170 Est. Cost $99.58 Unrealized +5.8%
NWE Northwestern Corp Com New 0.0%
Value ($000) $21 Shares 350 Est. Cost $38.33 Unrealized +3.1%
VMware Inc CL A 0.0%
Value ($000) $21 Shares 225 Est. Cost $93.33 Unrealized
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $20 Shares 365 Est. Cost $54.79 Unrealized
PNC PNC Finl Services GP Inc 0.0%
Value ($000) $20 Shares 165 Est. Cost $91.30 Unrealized 0.0%
FNDF Schwab Fundamental Inl 0.0%
Value ($000) $20 Shares 755 Est. Cost $26.49 Unrealized
DUK Duke Energy Corp New 0.0%
Value ($000) $19 Shares 233 Est. Cost $52.62 Unrealized +5.1%
RWX SPDR DJ Wilshire Int Real Estate 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.60 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $19 Shares 229 Est. Cost $28.61 Unrealized +79.3%
CIGNA 0.0%
Value ($000) $19 Shares 131 Est. Cost $137.81 Unrealized
Pattern Energy Group Inc CL A 0.0%
Value ($000) $19 Shares 929 Est. Cost $20.45 Unrealized
China Mobile LTD ADR F Sponsored ADR 1 ADR 0.0%
Value ($000) $18 Shares 330 Est. Cost $59.79 Unrealized
CC Chemours Co Com 0.0%
Value ($000) $18 Shares 470 Est. Cost $6.48 Unrealized +239.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $18 Shares 400 Est. Cost $40.06 Unrealized +9.7%
EA Electronic Arts 0.0%
Value ($000) $18 Shares 200 Est. Cost $77.78 Unrealized +6.4%
BDX Becton Dickinson & Co 0.0%
Value ($000) $18 Shares 100 Est. Cost $148.50 Unrealized +2.8%
FLTB Fidelity Limited 0.0%
Value ($000) $18 Shares 349 Est. Cost $51.58 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $17 Shares 460 Est. Cost $17.65 Unrealized +6.0%
LW Lamb Weston HLDGS 0.0%
Value ($000) $17 Shares 399 Est. Cost $29.75 Unrealized +16.2%
EOG Eog Resources Inc 0.0%
Value ($000) $17 Shares 178 Est. Cost $73.01 Unrealized +1.7%
RWT Redwood Trust Inc 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $16.00 Unrealized
WMB Williams Companies 0.0%
Value ($000) $17 Shares 565 Est. Cost $9.91 Unrealized +81.0%
PIMCO High Income FD 0.0%
Value ($000) $16 Shares 1,804 Est. Cost $8.87 Unrealized
Activision Blizzard 0.0%
Value ($000) $16 Shares 320 Est. Cost $45.31 Unrealized
ETN Eaton Corp PLC F 0.0%
Value ($000) $16 Shares 216 Est. Cost $54.37 Unrealized +8.5%
HCA Hca Holdings Inc 0.0%
Value ($000) $15 Shares 165 Est. Cost $77.51 Unrealized 0.0%
Vaneck Vectors J P 0.0%
Value ($000) $15 Shares 807 Est. Cost $19.04 Unrealized
Oneok Partners L P 0.0%
Value ($000) $15 Shares 276 Est. Cost $39.89 Unrealized
PFG Principal Financial 0.0%
Value ($000) $14 Shares 227 Est. Cost $35.21 Unrealized +23.8%
UVV Universal Corp 0.0%
Value ($000) $14 Shares 194 Est. Cost $59.01 Unrealized +18.1%
UTHR United Therapeutics Corp 0.0%
Value ($000) $14 Shares 105 Est. Cost $115.64 Unrealized +31.0%
FLRN SPDR Barclays Investment 0.0%
Value ($000) $14 Shares 440 Est. Cost $30.60 Unrealized
SEDG Solaredge Technologies Inc Com 0.0%
Value ($000) $14 Shares 867 Est. Cost $13.88 Unrealized +0.3%
FBND Fidelity Total 0.0%
Value ($000) $14 Shares 281 Est. Cost $49.82 Unrealized
Marvell Technology Group LTD F 0.0%
Value ($000) $14 Shares 946 Est. Cost $9.51 Unrealized
FCOR Fidelity Corporate 0.0%
Value ($000) $14 Shares 282 Est. Cost $49.65 Unrealized
STM Stmicroelectronics 0.0%
Value ($000) $13 Shares 859 Est. Cost $15.13 Unrealized
MGA Magna Intl Inc F 0.0%
Value ($000) $13 Shares 302 Est. Cost $30.14 Unrealized +10.9%
Columbia PPTY TR Inc 0.0%
Value ($000) $13 Shares 596 Est. Cost $23.49 Unrealized
PowerShares S&P ETF 0.0%
Value ($000) $13 Shares 290 Est. Cost $43.06 Unrealized
DOX Amdocs LTD 0.0%
Value ($000) $13 Shares 220 Est. Cost $49.20 Unrealized +2.7%
AA Alcoa Corp 0.0%
Value ($000) $13 Shares 388 Est. Cost $25.90 Unrealized +29.0%
STZ Constellation Brands Inc-A 0.0%
Value ($000) $13 Shares 80 Est. Cost $138.20 Unrealized -1.6%
KR Kroger Company 0.0%
Value ($000) $13 Shares 428 Est. Cost $26.83 Unrealized -1.2%
WAT Waters Corp Com 0.0%
Value ($000) $13 Shares 80 Est. Cost $142.72 Unrealized +4.6%
Tableau Software Inc 0.0%
Value ($000) $13 Shares 265 Est. Cost $93.47 Unrealized
ULTA Ulta Salon Cosm&frag 0.0%
Value ($000) $13 Shares 45 Est. Cost $249.77 Unrealized +9.6%
PVH PVH Corp 0.0%
Value ($000) $13 Shares 125 Est. Cost $92.68 Unrealized -1.4%
New Relic Inc 0.0%
Value ($000) $12 Shares 316 Est. Cost $25.32 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $12 Shares 100 Est. Cost $111.71 Unrealized +1.3%
WIP SPDR Series Trust ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $56.25 Unrealized
FNDE Schwab Funda Emg MKTS 0.0%
Value ($000) $12 Shares 440 Est. Cost $27.27 Unrealized
EG Everest Re Group LTD F 0.0%
Value ($000) $12 Shares 50 Est. Cost $154.61 Unrealized +22.9%
A Agilent Technologies Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $35.23 Unrealized +34.0%
HPQ H P Inc 0.0%
Value ($000) $11 Shares 601 Est. Cost $11.50 Unrealized +5.2%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $131.84 Unrealized +51.7%
BP BP PLC ADR F 0.0%
Value ($000) $11 Shares 320 Est. Cost $35.23 Unrealized
TDG Transdigm Group Inc Com 0.0%
Value ($000) $11 Shares 50 Est. Cost $176.01 Unrealized -7.4%
RS Reliance STL & Alumi 0.0%
Value ($000) $11 Shares 141 Est. Cost $76.18 Unrealized +7.7%
REM iShares TR MTG Rel 0.0%
Value ($000) $11 Shares 243 Est. Cost $45.27 Unrealized
QRVO Qorvo Inc 0.0%
Value ($000) $10 Shares 150 Est. Cost $48.85 Unrealized +31.5%
TMUS T-Mobile US Inc 0.0%
Value ($000) $10 Shares 156 Est. Cost $53.33 Unrealized +11.4%
Yahoo Inc 0.0%
Value ($000) $10 Shares 225 Est. Cost $44.44 Unrealized
VRNS Varonis SYS Inc Com 0.0%
Value ($000) $10 Shares 310 Est. Cost $9.51 Unrealized +0.7%
FISV Fiserv Inc 0.0%
Value ($000) $10 Shares 88 Est. Cost $52.77 Unrealized +6.4%
HUM Humana 0.0%
Value ($000) $10 Shares 50 Est. Cost $160.64 Unrealized +19.5%
MPC Marathon Pete Corp 0.0%
Value ($000) $10 Shares 190 Est. Cost $27.21 Unrealized +39.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $60.05 Unrealized +9.6%
L S C Communications 0.0%
Value ($000) $9 Shares 375 Est. Cost $26.67 Unrealized
CNDT Conduent Incorporate 0.0%
Value ($000) $9 Shares 527 Est. Cost $14.93 Unrealized +1.9%
HPE Hewlett Packard Ente 0.0%
Value ($000) $9 Shares 363 Est. Cost $10.26 Unrealized +0.6%
Hess Corporation 0.0%
Value ($000) $9 Shares 197 Est. Cost $50.37 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $9 Shares 94 Est. Cost $53.59 Unrealized +11.8%
CWI SPDR MSCI Acwi Ex-US 0.0%
Value ($000) $9 Shares 267 Est. Cost $31.73 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $9 Shares 34 Est. Cost $292.40 Unrealized -3.3%
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.74 Unrealized
Bioverativ Inc Com 0.0%
Value ($000) $8 Shares 142 Est. Cost $56.34 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $8 Shares 209 Est. Cost $26.53 Unrealized +10.5%
SWK Stanley Black & Deck 0.0%
Value ($000) $8 Shares 59 Est. Cost $86.52 Unrealized +14.5%
AEE Ameren Corporation 0.0%
Value ($000) $8 Shares 140 Est. Cost $38.81 Unrealized +6.7%
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $8 Shares 250 Est. Cost $32.00 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $8 Shares 100 Est. Cost $24.73 Unrealized +5.7%
AVT Avnet 0.0%
Value ($000) $8 Shares 180 Est. Cost $32.83 Unrealized +14.3%
Ingersoll Rand CL A Newf 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.00 Unrealized
AWK American Water Works Co 0.0%
Value ($000) $8 Shares 99 Est. Cost $65.33 Unrealized -4.0%
DG Dollar General Corp New 0.0%
Value ($000) $7 Shares 104 Est. Cost $65.01 Unrealized +0.4%
COP Conocophillips 0.0%
Value ($000) $7 Shares 150 Est. Cost $67.84 Unrealized -46.1%
Alexion Pharma Inc 0.0%
Value ($000) $7 Shares 55 Est. Cost $132.56 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $7 Shares 110 Est. Cost $71.08 Unrealized +0.1%
Nielsen Holdings PLC F 0.0%
Value ($000) $7 Shares 165 Est. Cost $43.16 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $7 Shares 158 Est. Cost $38.54 Unrealized
ACWI iShares MSCI ACWI 0.0%
Value ($000) $7 Shares 114 Est. Cost $56.38 Unrealized
EMIF iShares Emerging Markets Infrastructure 0.0%
Value ($000) $7 Shares 209 Est. Cost $28.99 Unrealized
NI Nisource Inc Holding Co 0.0%
Value ($000) $7 Shares 274 Est. Cost $16.77 Unrealized +2.5%
OSK Oshkosh Corp Com 0.0%
Value ($000) $7 Shares 104 Est. Cost $59.83 Unrealized 0.0%
VLO Valero Energy 0.0%
Value ($000) $7 Shares 100 Est. Cost $36.73 Unrealized +27.9%
TGNA Tegna Inc 0.0%
Value ($000) $7 Shares 255 Est. Cost $14.06 Unrealized +9.4%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $47.93 Unrealized
Tiffany & Co New 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.50 Unrealized
TER Teradyne 0.0%
Value ($000) $6 Shares 204 Est. Cost $22.54 Unrealized +20.8%
DVN Devon Energy 0.0%
Value ($000) $6 Shares 138 Est. Cost $23.30 Unrealized +33.2%
SEE Sealed Air Corp New Com 0.0%
Value ($000) $6 Shares 136 Est. Cost $39.49 Unrealized +1.8%
ADM Archer-Danls.-Midl. 0.0%
Value ($000) $6 Shares 125 Est. Cost $32.76 Unrealized +5.1%
Ares MGMT L P 0.0%
Value ($000) $6 Shares 306 Est. Cost $14.45 Unrealized
Interpublic Group Of Cos 0.0%
Value ($000) $6 Shares 250 Est. Cost $14.88 Unrealized +14.0%
PowerShares Intl Div Achiev ETF 0.0%
Value ($000) $5 Shares 317 Est. Cost $12.98 Unrealized
KKR & Company LP Com 0.0%
Value ($000) $5 Shares 283 Est. Cost $17.67 Unrealized
Cree 0.0%
Value ($000) $5 Shares 200 Est. Cost $61.46 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $5 Shares 58 Est. Cost $45.85 Unrealized +20.5%
Boardwalk Pipeline 0.0%
Value ($000) $5 Shares 277 Est. Cost $18.31 Unrealized
Canadian Pac.RY. (NYS) 0.0%
Value ($000) $4 Shares 30 Est. Cost $143.88 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $23.46 Unrealized -4.7%
VGT Vanguard Information Technology Equity ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
FXI iShares China Large 0.0%
Value ($000) $4 Shares 102 Est. Cost $34.46 Unrealized
OMF Onemain HLGS Inc Com 0.0%
Value ($000) $4 Shares 172 Est. Cost $24.73 Unrealized +1.6%
SIG Signet Jewlers LTD F 0.0%
Value ($000) $4 Shares 60 Est. Cost $69.70 Unrealized -11.0%
Guggenhm China 0.0%
Value ($000) $4 Shares 144 Est. Cost $22.35 Unrealized
ASIX Advansix Inc Com 0.0%
Value ($000) $4 Shares 154 Est. Cost $16.41 Unrealized +44.2%
PowerShares DB Multi 0.0%
Value ($000) $4 Shares 191 Est. Cost $20.94 Unrealized
PowerShares DB Base Metals ETF 0.0%
Value ($000) $4 Shares 273 Est. Cost $14.65 Unrealized
CHIQ Global X Exch Traded FD 0.0%
Value ($000) $3 Shares 243 Est. Cost $10.66 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
DON Wisdomtree Trust Midcap Divid Fund 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
BTI British American Tobacco PLC S P ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $93.30 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $3 Shares 95 Est. Cost $35.24 Unrealized +1.1%
PSA Public Storage 0.0%
Value ($000) $3 Shares 13 Est. Cost $146.80 Unrealized +5.1%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $200.00 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.65 Unrealized
MDYV SPDR S&P 400 Mid Cap 0.0%
Value ($000) $3 Shares 32 Est. Cost $86.96 Unrealized
SLYG SPDR S&P 600 Small Cap 0.0%
Value ($000) $3 Shares 14 Est. Cost $190.48 Unrealized
SLYV SPDR S&P 600 Small Cap 0.0%
Value ($000) $3 Shares 26 Est. Cost $108.11 Unrealized
TEVA Teva Pharm Inds LTD F 0.0%
Value ($000) $3 Shares 85 Est. Cost $45.75 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $3 Shares 40 Est. Cost $48.83 Unrealized 0.0%
Orchids Paper Prods 0.0%
Value ($000) $2 Shares 84 Est. Cost $27.13 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
XXCHNXX China FD Inc 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.52 Unrealized
BIV Vanguard BD Index FD 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
ZG Zillow Group Inc Class A 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.39 Unrealized +25.5%
Student 0.0%
Value ($000) $2 Shares 277 Est. Cost $3.61 Unrealized
CVR Refng LP 0.0%
Value ($000) $2 Shares 184 Est. Cost $5.43 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.35 Unrealized 0.0%
Direxion Daily Real Est 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
CORP PIMCO Exch Traded Fund 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.38 Unrealized
ADNT Adient PLC F 0.0%
Value ($000) $1 Shares 8 Est. Cost $50.50 Unrealized +27.0%
KLAC Kla-Tencor 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.71 Unrealized +16.1%
Insys Therapeutics 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
INTG Intergroup Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.71 Unrealized +13.8%
NWSA News Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.76 Unrealized +4.9%
Randgold Res LTD ADR F 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.21 Unrealized
Synergy Pharma 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Zynga Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.99 Unrealized
BP Prudhoe Bay RTY 0.0%
Value ($000) $0 Shares 17 Est. Cost $18.50 Unrealized
Discovery Commun Ser C 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Contravir Pharmaceut 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Atwood Oceanics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.34 Unrealized 0.0%