TRUE Private Wealth Advisors Diversified Active

CIK: 0001667074 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 19, 2018

Total Value ($000): $577,024 (100.0% shares, 0.0% debt)

Holdings (218)

IXUS iShares Core MSCI Total Intl Stk ETF 9.4%
Value ($000) $54,372 Shares 861,967 Est. Cost $52.83 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 9.0%
Value ($000) $51,896 Shares 848,812 Est. Cost $64.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 4.6%
Value ($000) $26,477 Shares 465,335 Est. Cost $46.50 Unrealized
IEV iShares Europe 3.8%
Value ($000) $22,213 Shares 470,017 Est. Cost $44.71 Unrealized
IVW iShares S&P 500 Growth 3.8%
Value ($000) $21,752 Shares 142,388 Est. Cost $120.97 Unrealized
EWJ iShares MSCI Japan 3.7%
Value ($000) $21,201 Shares 353,774 Est. Cost $59.93 Unrealized
EMB iShares JPMorgan USD Emerg Markets Bond 3.6%
Value ($000) $20,747 Shares 178,707 Est. Cost $114.73 Unrealized
IVE iShares S&P 500 Value 3.6%
Value ($000) $20,668 Shares 180,925 Est. Cost $97.62 Unrealized
AGG iShares Core US Aggregate Bond 3.4%
Value ($000) $19,356 Shares 177,045 Est. Cost $108.09 Unrealized
TIP iShares TIPS Bond 3.2%
Value ($000) $18,567 Shares 162,755 Est. Cost $111.36 Unrealized
COMT iShares Commodities Select Strategy ETF 2.9%
Value ($000) $16,940 Shares 466,154 Est. Cost $36.34 Unrealized
IAGG iShares Core International Aggt Bd ETF 2.2%
Value ($000) $12,562 Shares 241,349 Est. Cost $51.75 Unrealized
FIDU Fidelity MSCI Industrials ETF 1.7%
Value ($000) $9,636 Shares 249,009 Est. Cost $30.30 Unrealized
FNCL Fidelity MSCI Financials ETF 1.7%
Value ($000) $9,542 Shares 234,058 Est. Cost $34.64 Unrealized
IUSV iShares Core Russell US Value 1.4%
Value ($000) $8,355 Shares 150,827 Est. Cost $64.88 Unrealized
IJH iShares Core S&P Mid-Cap 1.4%
Value ($000) $7,838 Shares 41,301 Est. Cost $144.92 Unrealized
IUSG Ishares Core U S Growth Etf 1.3%
Value ($000) $7,699 Shares 143,190 Est. Cost $56.71 Unrealized
AAPL Apple Inc 1.3%
Value ($000) $7,559 Shares 44,669 Est. Cost $31.44 Unrealized +24.3%
FDN First Trust Dow Jones Internet ETF 1.0%
Value ($000) $5,507 Shares 50,126 Est. Cost $109.86 Unrealized
XSD SPDR S&P Semiconductor ETF 0.9%
Value ($000) $5,437 Shares 77,883 Est. Cost $46.42 Unrealized
Guggenheim S&P 500 Equal Weight ETF 0.9%
Value ($000) $5,270 Shares 52,168 Est. Cost $83.91 Unrealized
PowerShares S&P SmallCap Low Volatil ETF 0.9%
Value ($000) $4,938 Shares 106,786 Est. Cost $42.39 Unrealized
QABA First Trust NASDAQ ABA Community Bk ETF 0.8%
Value ($000) $4,775 Shares 91,098 Est. Cost $51.38 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $4,514 Shares 16,917 Est. Cost $266.83 Unrealized
SMH VanEck Vectors Semiconductor ETF 0.8%
Value ($000) $4,495 Shares 45,959 Est. Cost $76.07 Unrealized
IXN iShares Global Tech ETF 0.8%
Value ($000) $4,404 Shares 28,663 Est. Cost $119.72 Unrealized
VOO Vanguard 500 ETF 0.8%
Value ($000) $4,382 Shares 17,866 Est. Cost $245.27 Unrealized
BA Boeing Co 0.7%
Value ($000) $4,257 Shares 14,436 Est. Cost $168.07 Unrealized +53.1%
XBI SPDR S&P Biotech ETF 0.7%
Value ($000) $4,252 Shares 50,109 Est. Cost $86.55 Unrealized
RXI iShares Globl Consumer Discretionary 0.7%
Value ($000) $4,084 Shares 37,342 Est. Cost $94.79 Unrealized
KIE SPDR S&P Insurance ETF 0.7%
Value ($000) $3,934 Shares 128,156 Est. Cost $48.49 Unrealized
IEFA iShares Core MSCI EAFE 0.7%
Value ($000) $3,869 Shares 58,542 Est. Cost $54.47 Unrealized
EWT iShares MSCI Taiwan ETF 0.7%
Value ($000) $3,830 Shares 105,780 Est. Cost $35.76 Unrealized
EWO iShares MSCI Austria Capped ETF 0.7%
Value ($000) $3,808 Shares 154,549 Est. Cost $21.24 Unrealized
BAC Bank of America Corporation 0.6%
Value ($000) $3,430 Shares 116,070 Est. Cost $18.91 Unrealized +20.4%
USB US Bancorp 0.6%
Value ($000) $3,423 Shares 63,543 Est. Cost $28.27 Unrealized +38.1%
MSFT Microsoft Corp 0.6%
Value ($000) $3,373 Shares 39,442 Est. Cost $59.62 Unrealized +26.2%
META Facebook Inc A 0.5%
Value ($000) $3,156 Shares 17,887 Est. Cost $131.77 Unrealized +33.2%
JNJ Johnson & Johnson 0.5%
Value ($000) $3,080 Shares 22,049 Est. Cost $87.17 Unrealized +27.3%
NKE Nike Inc B 0.5%
Value ($000) $3,046 Shares 48,603 Est. Cost $53.11 Unrealized -2.5%
IJR iShares Core S&P Small-Cap 0.5%
Value ($000) $2,824 Shares 36,777 Est. Cost $98.68 Unrealized
MRSH Marsh & Mclennan Companies Inc 0.5%
Value ($000) $2,744 Shares 33,723 Est. Cost $69.66 Unrealized +4.6%
SBUX Starbucks Corp 0.5%
Value ($000) $2,619 Shares 45,603 Est. Cost $47.95 Unrealized -1.1%
WFC Wells Fargo & Co 0.4%
Value ($000) $2,589 Shares 42,675 Est. Cost $40.46 Unrealized +11.4%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.4%
Value ($000) $2,497 Shares 20,545 Est. Cost $116.50 Unrealized
HD The Home Depot Inc 0.4%
Value ($000) $2,175 Shares 11,476 Est. Cost $116.62 Unrealized +21.5%
IJK iShares S&P Mid-Cap 400 Growth 0.4%
Value ($000) $2,073 Shares 9,608 Est. Cost $173.27 Unrealized
IWB iShares Russell 1000 0.4%
Value ($000) $2,049 Shares 13,789 Est. Cost $115.48 Unrealized
LLY Eli Lilly and Co 0.3%
Value ($000) $1,970 Shares 23,328 Est. Cost $71.60 Unrealized +5.1%
JPM JPMorgan Chase & Co 0.3%
Value ($000) $1,955 Shares 18,284 Est. Cost $59.62 Unrealized +36.4%
AMZN Amazon.com Inc 0.3%
Value ($000) $1,947 Shares 1,665 Est. Cost $49.41 Unrealized +11.4%
NVDA NVIDIA Corp 0.3%
Value ($000) $1,904 Shares 9,840 Est. Cost $4.81 Unrealized +2.1%
PFE Pfizer Inc 0.3%
Value ($000) $1,878 Shares 51,855 Est. Cost $20.99 Unrealized +13.4%
INTC Intel Corp 0.3%
Value ($000) $1,787 Shares 38,713 Est. Cost $29.08 Unrealized +25.7%
CMCSA Comcast Corp Class A 0.3%
Value ($000) $1,758 Shares 43,901 Est. Cost $27.82 Unrealized +10.3%
XOM Exxon Mobil Corp 0.3%
Value ($000) $1,673 Shares 20,010 Est. Cost $52.46 Unrealized +8.9%
SHY iShares 1-3 Year Treasury Bond 0.3%
Value ($000) $1,671 Shares 19,933 Est. Cost $84.52 Unrealized
GOOGL Alphabet Inc A 0.3%
Value ($000) $1,650 Shares 1,567 Est. Cost $49.31 Unrealized +3.9%
Northwest Natural Gas Co 0.3%
Value ($000) $1,639 Shares 27,489 Est. Cost $52.60 Unrealized
HON Honeywell International Inc 0.3%
Value ($000) $1,624 Shares 10,594 Est. Cost $87.26 Unrealized +29.9%
T AT&T Inc 0.3%
Value ($000) $1,606 Shares 41,313 Est. Cost $13.12 Unrealized +16.2%
CVX Chevron Corp 0.3%
Value ($000) $1,586 Shares 12,669 Est. Cost $64.73 Unrealized +29.1%
RING iShares MSCI Global Gold Miners ETF 0.3%
Value ($000) $1,519 Shares 80,834 Est. Cost $18.79 Unrealized
FREL Fidelity MSCI Real Estate ETF 0.2%
Value ($000) $1,380 Shares 55,889 Est. Cost $24.28 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $1,365 Shares 25,802 Est. Cost $30.05 Unrealized +6.4%
PM Philip Morris International Inc 0.2%
Value ($000) $1,299 Shares 12,179 Est. Cost $61.52 Unrealized +13.1%
MO Altria Group Inc 0.2%
Value ($000) $1,298 Shares 18,017 Est. Cost $32.24 Unrealized +13.7%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $1,277 Shares 12,525 Est. Cost $101.96 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,271 Shares 5,768 Est. Cost $112.93 Unrealized +64.8%
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $1,258 Shares 19,511 Est. Cost $51.27 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bd 0.2%
Value ($000) $1,195 Shares 13,696 Est. Cost $83.99 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,185 Shares 30,945 Est. Cost $22.98 Unrealized +21.7%
DIS Walt Disney Co 0.2%
Value ($000) $1,146 Shares 10,608 Est. Cost $99.17 Unrealized -1.9%
RMBS Rambus Inc 0.2%
Value ($000) $1,131 Shares 79,587 Est. Cost $14.38 Unrealized 0.0%
MU Micron Technology Inc 0.2%
Value ($000) $1,117 Shares 27,175 Est. Cost $42.03 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,093 Shares 6,523 Est. Cost $104.82 Unrealized +24.8%
KO Coca-Cola Co 0.2%
Value ($000) $1,077 Shares 23,480 Est. Cost $31.63 Unrealized +12.6%
IGSB iShares 1-3 Year Credit Bond 0.2%
Value ($000) $998 Shares 9,550 Est. Cost $105.34 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $980 Shares 17,291 Est. Cost $38.42 Unrealized +11.9%
PEP PepsiCo Inc 0.2%
Value ($000) $966 Shares 8,018 Est. Cost $80.22 Unrealized +10.9%
MAR Marriott International Inc 0.2%
Value ($000) $966 Shares 7,119 Est. Cost $65.63 Unrealized +74.8%
United Technologies Corp 0.2%
Value ($000) $958 Shares 7,515 Est. Cost $116.42 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $955 Shares 4,980 Est. Cost $18.12 Unrealized +6.3%
GLD SPDR Gold Shares 0.2%
Value ($000) $942 Shares 7,626 Est. Cost $118.74 Unrealized
IBM International Business Machines Corp 0.2%
Value ($000) $940 Shares 6,132 Est. Cost $88.73 Unrealized +15.1%
ABBV AbbVie Inc 0.2%
Value ($000) $939 Shares 9,709 Est. Cost $51.96 Unrealized +28.7%
MET MetLife Inc 0.2%
Value ($000) $918 Shares 18,164 Est. Cost $31.18 Unrealized +28.0%
GOOG Alphabet Inc C 0.2%
Value ($000) $872 Shares 834 Est. Cost $46.27 Unrealized +9.2%
MMM 3M Co 0.1%
Value ($000) $863 Shares 3,670 Est. Cost $123.34 Unrealized +17.5%
GBCI Glacier Bancorp Inc 0.1%
Value ($000) $855 Shares 21,716 Est. Cost $23.75 Unrealized +23.9%
Alerian MLP ETF 0.1%
Value ($000) $846 Shares 78,455 Est. Cost $12.18 Unrealized
ROK Rockwell Automation Inc 0.1%
Value ($000) $818 Shares 4,168 Est. Cost $163.96 Unrealized 0.0%
PG Procter & Gamble Co 0.1%
Value ($000) $816 Shares 8,882 Est. Cost $67.49 Unrealized +7.6%
V Visa Inc Class A 0.1%
Value ($000) $798 Shares 7,006 Est. Cost $104.38 Unrealized 0.0%
DGRO iShares Core Dividend Growth ETF 0.1%
Value ($000) $796 Shares 22,894 Est. Cost $34.77 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $790 Shares 6,503 Est. Cost $87.85 Unrealized -0.3%
ACN Accenture PLC A 0.1%
Value ($000) $772 Shares 5,049 Est. Cost $128.56 Unrealized 0.0%
AMT American Tower Corp 0.1%
Value ($000) $753 Shares 5,257 Est. Cost $98.57 Unrealized +17.4%
FC Franklin Covey Co 0.1%
Value ($000) $736 Shares 35,507 Est. Cost $16.27 Unrealized +20.6%
TE Connectivity Ltd 0.1%
Value ($000) $703 Shares 7,399 Est. Cost $62.11 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $698 Shares 8,598 Est. Cost $64.98 Unrealized 0.0%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $672 Shares 8,245 Est. Cost $81.56 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $670 Shares 3,829 Est. Cost $172.04 Unrealized 0.0%
BABA Alibaba Group Holding Ltd ADR 0.1%
Value ($000) $662 Shares 3,845 Est. Cost $172.17 Unrealized
ECL Ecolab Inc 0.1%
Value ($000) $662 Shares 4,922 Est. Cost $121.85 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $640 Shares 3,373 Est. Cost $187.44 Unrealized 0.0%
CRM Salesforce.com Inc 0.1%
Value ($000) $622 Shares 6,090 Est. Cost $77.20 Unrealized +30.4%
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $609 Shares 10,360 Est. Cost $42.73 Unrealized
Red Hat Inc 0.1%
Value ($000) $595 Shares 4,957 Est. Cost $120.03 Unrealized
BRK/B Berkshire Hathaway Inc B 0.1%
Value ($000) $592 Shares 2,988 Est. Cost $157.46 Unrealized +20.6%
ROBO Robo Global Robotics&Automation ETF 0.1%
Value ($000) $592 Shares 14,334 Est. Cost $41.30 Unrealized
C Citigroup Inc 0.1%
Value ($000) $592 Shares 7,960 Est. Cost $35.42 Unrealized +59.4%
ABT Abbott Laboratories 0.1%
Value ($000) $578 Shares 10,135 Est. Cost $44.19 Unrealized +8.9%
EFA iShares MSCI EAFE 0.1%
Value ($000) $576 Shares 8,198 Est. Cost $70.26 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $571 Shares 5,774 Est. Cost $26.82 Unrealized 0.0%
QCOM QUALCOMM Inc 0.1%
Value ($000) $571 Shares 8,927 Est. Cost $49.00 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $568 Shares 8,048 Est. Cost $61.83 Unrealized 0.0%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $554 Shares 4,040 Est. Cost $137.13 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value ($000) $551 Shares 3,343 Est. Cost $125.71 Unrealized +3.6%
ICLR Icon PLC 0.1%
Value ($000) $524 Shares 4,674 Est. Cost $115.23 Unrealized 0.0%
PPG PPG Industries Inc 0.1%
Value ($000) $520 Shares 4,454 Est. Cost $95.61 Unrealized +3.6%
MKC McCormick & Co Inc Non-Voting 0.1%
Value ($000) $513 Shares 5,016 Est. Cost $42.68 Unrealized 0.0%
FAS Direxion Daily Financial Bull 3X ETF 0.1%
Value ($000) $511 Shares 7,479 Est. Cost $54.21 Unrealized
DowDuPont Inc 0.1%
Value ($000) $511 Shares 7,180 Est. Cost $69.80 Unrealized
UPS United Parcel Service Inc Class B 0.1%
Value ($000) $511 Shares 4,290 Est. Cost $71.88 Unrealized +20.0%
Blackstone Group LP 0.1%
Value ($000) $505 Shares 15,796 Est. Cost $28.19 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $499 Shares 3,712 Est. Cost $100.79 Unrealized 0.0%
IWD iShares Russell 1000 Value 0.1%
Value ($000) $497 Shares 4,002 Est. Cost $103.02 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $496 Shares 6,844 Est. Cost $71.33 Unrealized -21.2%
SWK Stanley Black & Decker Inc 0.1%
Value ($000) $492 Shares 2,903 Est. Cost $130.86 Unrealized 0.0%
BDX Becton, Dickinson and Co 0.1%
Value ($000) $491 Shares 2,296 Est. Cost $185.44 Unrealized 0.0%
Rockwell Collins Inc 0.1%
Value ($000) $490 Shares 3,615 Est. Cost $135.55 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $484 Shares 5,211 Est. Cost $78.23 Unrealized 0.0%
Time Warner Inc 0.1%
Value ($000) $481 Shares 5,264 Est. Cost $73.67 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $479 Shares 4,592 Est. Cost $45.39 Unrealized +71.1%
AMGN Amgen Inc 0.1%
Value ($000) $478 Shares 2,752 Est. Cost $114.81 Unrealized +20.4%
General Electric Co 0.1%
Value ($000) $477 Shares 27,223 Est. Cost $21.16 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $469 Shares 6,737 Est. Cost $53.28 Unrealized 0.0%
LOW Lowe's Companies Inc 0.1%
Value ($000) $465 Shares 5,006 Est. Cost $71.24 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $465 Shares 2,749 Est. Cost $136.87 Unrealized 0.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $463 Shares 13,139 Est. Cost $20.88 Unrealized +23.3%
CHTR Charter Communications Inc 0.1%
Value ($000) $454 Shares 1,353 Est. Cost $232.51 Unrealized +46.1%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $449 Shares 6,102 Est. Cost $50.55 Unrealized +42.7%
ORCL Oracle Corp 0.1%
Value ($000) $441 Shares 9,329 Est. Cost $43.49 Unrealized 0.0%
ELV Anthem Inc 0.1%
Value ($000) $436 Shares 1,939 Est. Cost $117.67 Unrealized +62.7%
MCD McDonald's Corp 0.1%
Value ($000) $434 Shares 2,527 Est. Cost $127.45 Unrealized +8.8%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $432 Shares 8,450 Est. Cost $38.78 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $425 Shares 8,706 Est. Cost $27.77 Unrealized +34.8%
MSI Motorola Solutions Inc 0.1%
Value ($000) $417 Shares 4,594 Est. Cost $62.39 Unrealized +30.1%
NUE Nucor Corp 0.1%
Value ($000) $415 Shares 6,500 Est. Cost $48.98 Unrealized 0.0%
FTNT Fortinet Inc 0.1%
Value ($000) $410 Shares 9,391 Est. Cost $7.46 Unrealized +9.2%
COST Costco Wholesale Corp 0.1%
Value ($000) $398 Shares 2,142 Est. Cost $133.88 Unrealized +15.4%
Mainstay Defind Term Muni Opps 0.1%
Value ($000) $394 Shares 19,900 Est. Cost $18.84 Unrealized
TRV The Travelers Companies Inc 0.1%
Value ($000) $392 Shares 2,893 Est. Cost $93.22 Unrealized +18.5%
AXP American Express Co 0.1%
Value ($000) $391 Shares 3,939 Est. Cost $53.93 Unrealized +58.1%
Twenty-First Century Fox Inc 0.1%
Value ($000) $387 Shares 11,370 Est. Cost $28.23 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $387 Shares 2,487 Est. Cost $35.02 Unrealized 0.0%
DISH Network Corp 0.1%
Value ($000) $384 Shares 8,049 Est. Cost $47.16 Unrealized
Broadcom Ltd 0.1%
Value ($000) $376 Shares 1,464 Est. Cost $163.90 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $375 Shares 1,178 Est. Cost $266.22 Unrealized +20.5%
SU Suncor Energy Inc 0.1%
Value ($000) $375 Shares 10,239 Est. Cost $22.78 Unrealized +12.4%
STT State Street Corporation 0.1%
Value ($000) $374 Shares 3,825 Est. Cost $46.31 Unrealized +60.7%
SRE Sempra Energy 0.1%
Value ($000) $371 Shares 3,449 Est. Cost $37.39 Unrealized +19.2%
SPGI S&Pglobal Inc Com 0.1%
Value ($000) $368 Shares 2,174 Est. Cost $151.96 Unrealized 0.0%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $367 Shares 5,999 Est. Cost $46.08 Unrealized +0.8%
EMBJ Embraer SA ADR 0.1%
Value ($000) $363 Shares 15,176 Est. Cost $21.46 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $355 Shares 2,257 Est. Cost $116.31 Unrealized 0.0%
CB Chubb Ltd 0.1%
Value ($000) $353 Shares 2,406 Est. Cost $129.55 Unrealized 0.0%
LNC Lincoln National Corp 0.1%
Value ($000) $353 Shares 4,600 Est. Cost $31.11 Unrealized +72.8%
SHW Sherwin-Williams Co 0.1%
Value ($000) $346 Shares 845 Est. Cost $122.31 Unrealized 0.0%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $339 Shares 2,517 Est. Cost $134.68 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $335 Shares 3,141 Est. Cost $106.65 Unrealized
Direxion Daily Energy Bull 3X ETF 0.1%
Value ($000) $332 Shares 9,526 Est. Cost $34.22 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $328 Shares 3,746 Est. Cost $35.30 Unrealized 0.0%
NVO Novo Nordisk A/S 0.1%
Value ($000) $327 Shares 6,106 Est. Cost $53.55 Unrealized
KEY KeyCorp 0.1%
Value ($000) $324 Shares 16,112 Est. Cost $10.91 Unrealized +19.8%
CORT Corcept Therapeutics Inc 0.1%
Value ($000) $314 Shares 17,410 Est. Cost $18.11 Unrealized 0.0%
PNR Pentair PLC 0.1%
Value ($000) $308 Shares 4,372 Est. Cost $41.38 Unrealized 0.0%
PRU Prudential Financial Inc 0.1%
Value ($000) $308 Shares 2,682 Est. Cost $76.21 Unrealized 0.0%
BP BP PLC ADR 0.1%
Value ($000) $304 Shares 7,256 Est. Cost $31.61 Unrealized
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $303 Shares 1,375 Est. Cost $170.55 Unrealized +15.5%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $297 Shares 1 Est. Cost $199512.94 Unrealized +42.7%
Twitter Inc 0.1%
Value ($000) $296 Shares 12,342 Est. Cost $14.85 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $289 Shares 4,264 Est. Cost $54.07 Unrealized -5.3%
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $286 Shares 463 Est. Cost $416.21 Unrealized +53.7%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $282 Shares 7,040 Est. Cost $32.34 Unrealized 0.0%
LZB La-Z-Boy Inc 0.0%
Value ($000) $280 Shares 9,000 Est. Cost $28.85 Unrealized 0.0%
NVS Novartis Ag 0.0%
Value ($000) $276 Shares 3,295 Est. Cost $83.76 Unrealized
COLB Columbia Banking System Inc 0.0%
Value ($000) $272 Shares 6,282 Est. Cost $30.37 Unrealized 0.0%
IYR iShares US Real Estate 0.0%
Value ($000) $271 Shares 3,347 Est. Cost $75.80 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $264 Shares 4,912 Est. Cost $38.03 Unrealized +12.2%
Royal Dutch Shell PLC 0.0%
Value ($000) $258 Shares 3,872 Est. Cost $66.63 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $256 Shares 4,553 Est. Cost $32.08 Unrealized +24.6%
CCK Crown Holdings Inc 0.0%
Value ($000) $255 Shares 4,550 Est. Cost $44.60 Unrealized +26.0%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $246 Shares 5,375 Est. Cost $45.77 Unrealized
Oclaro Inc 0.0%
Value ($000) $243 Shares 36,148 Est. Cost $9.13 Unrealized
Celgene Corp 0.0%
Value ($000) $241 Shares 2,315 Est. Cost $104.10 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $237 Shares 4,322 Est. Cost $39.65 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $233 Shares 3,255 Est. Cost $55.90 Unrealized 0.0%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $228 Shares 2,045 Est. Cost $117.89 Unrealized
Praxair Inc 0.0%
Value ($000) $228 Shares 1,476 Est. Cost $154.47 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $224 Shares 2,254 Est. Cost $79.30 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $223 Shares 2,134 Est. Cost $98.95 Unrealized +17.8%
MA Mastercard Inc A 0.0%
Value ($000) $220 Shares 1,460 Est. Cost $142.19 Unrealized 0.0%
Raytheon Co 0.0%
Value ($000) $217 Shares 1,157 Est. Cost $186.32 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $217 Shares 4,529 Est. Cost $47.21 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $212 Shares 1,805 Est. Cost $96.16 Unrealized 0.0%
Arista Networks Inc 0.0%
Value ($000) $210 Shares 895 Est. Cost $234.64 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $207 Shares 2,186 Est. Cost $63.42 Unrealized +37.1%
Royal Dutch Shell PLC 0.0%
Value ($000) $206 Shares 3,028 Est. Cost $68.03 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $204 Shares 5,306 Est. Cost $28.01 Unrealized 0.0%
COR AmerisourceBergen Corp 0.0%
Value ($000) $203 Shares 2,218 Est. Cost $63.39 Unrealized 0.0%
PBR/A Petroleo Brasileiro SA Petrobras ADR 0.0%
Value ($000) $191 Shares 19,500 Est. Cost $4.52 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $189 Shares 10,009 Est. Cost $10.43 Unrealized +31.2%
F Ford Motor Co 0.0%
Value ($000) $136 Shares 10,964 Est. Cost $8.01 Unrealized 0.0%
FS Investment Corp 0.0%
Value ($000) $78 Shares 10,386 Est. Cost $9.01 Unrealized
LendingClub Corp 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $4.30 Unrealized
Organovo Holdings Inc 0.0%
Value ($000) $15 Shares 11,750 Est. Cost $1.28 Unrealized