CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value ($000): $271,867 (100.0% shares, 0.0% debt)

Holdings (225)

EFA ISHARES MSCI EAFE ETF 8.2%
Value ($000) $22,215 Shares 377,927 Est. Cost $72.28 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 8.0%
Value ($000) $21,826 Shares 196,543 Est. Cost $128.38 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 8.0%
Value ($000) $21,714 Shares 165,872 Est. Cost $145.89 Unrealized
IJH ISHARES CORE SP MIDCAP ETF 5.1%
Value ($000) $13,830 Shares 83,285 Est. Cost $198.88 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 4.2%
Value ($000) $11,348 Shares 45,407 Est. Cost $282.90 Unrealized
IWM ISHARES RUSSELL 2000 ETF 4.2%
Value ($000) $11,311 Shares 84,471 Est. Cost $161.43 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.2%
Value ($000) $6,002 Shares 56,363 Est. Cost $107.76 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1.7%
Value ($000) $4,651 Shares 30,149 Est. Cost $177.23 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 1.7%
Value ($000) $4,624 Shares 103,452 Est. Cost $47.41 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $4,346 Shares 27,553 Est. Cost $39.52 Unrealized +16.4%
NHC NATIONAL HEALTHCARE CORP 1.5%
Value ($000) $3,983 Shares 50,770 Est. Cost $63.81 Unrealized +22.7%
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 1.4%
Value ($000) $3,913 Shares 12,928 Est. Cost $327.36 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 1.3%
Value ($000) $3,444 Shares 58,015 Est. Cost $72.29 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 1.1%
Value ($000) $2,991 Shares 27,119 Est. Cost $110.29 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.9%
Value ($000) $2,428 Shares 70,946 Est. Cost $37.94 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.9%
Value ($000) $2,426 Shares 31,457 Est. Cost $102.53 Unrealized
IVV ISHARES CORE SP 500 ETF 0.9%
Value ($000) $2,389 Shares 9,495 Est. Cost $285.61 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,359 Shares 23,224 Est. Cost $76.34 Unrealized +31.0%
T ATT INC COM USD1 0.8%
Value ($000) $2,292 Shares 80,310 Est. Cost $15.29 Unrealized -8.3%
ALLERGAN PLC. COM USD0.0001 0.8%
Value ($000) $2,286 Shares 17,100 Est. Cost $188.03 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.8%
Value ($000) $2,103 Shares 26,771 Est. Cost $78.80 Unrealized
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.7%
Value ($000) $1,875 Shares 11,672 Est. Cost $163.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $1,864 Shares 48,936 Est. Cost $48.46 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,783 Shares 45,648 Est. Cost $49.81 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,715 Shares 1,141 Est. Cost $55.91 Unrealized +48.7%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,712 Shares 30,449 Est. Cost $31.96 Unrealized +20.8%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,697 Shares 18,572 Est. Cost $105.60 Unrealized
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALLWORLD EXUS INDEX FD ETF SHS 0.6%
Value ($000) $1,684 Shares 36,937 Est. Cost $57.73 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.6%
Value ($000) $1,539 Shares 50,684 Est. Cost $30.64 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,499 Shares 4,647 Est. Cost $272.32 Unrealized +23.0%
JPM JPMORGAN CHASE CO 0.5%
Value ($000) $1,490 Shares 15,265 Est. Cost $81.33 Unrealized +7.6%
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.5%
Value ($000) $1,483 Shares 44,476 Est. Cost $36.99 Unrealized
SPDR SERIES TRUST DORSEY WRIGH T FXD INC ALLC ETF 0.5%
Value ($000) $1,468 Shares 66,105 Est. Cost $24.51 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.5%
Value ($000) $1,461 Shares 69,289 Est. Cost $23.32 Unrealized
MRK MERCK CO INC NEW COM 0.5%
Value ($000) $1,455 Shares 19,046 Est. Cost $45.01 Unrealized +25.5%
JNJ JOHNSON JOHNSON 0.5%
Value ($000) $1,454 Shares 11,268 Est. Cost $110.98 Unrealized +2.8%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,454 Shares 21,320 Est. Cost $56.65 Unrealized -0.5%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.5%
Value ($000) $1,440 Shares 26,544 Est. Cost $54.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,406 Shares 6,885 Est. Cost $193.79 Unrealized +7.8%
XME SPDR SER TR SP METALS MNG ETF 0.5%
Value ($000) $1,372 Shares 52,371 Est. Cost $36.41 Unrealized
IWR ISHARES TR RUS MIDCAP ETF 0.5%
Value ($000) $1,310 Shares 28,192 Est. Cost $89.45 Unrealized
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.5%
Value ($000) $1,303 Shares 39,155 Est. Cost $41.79 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,267 Shares 11,572 Est. Cost $113.12 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.5%
Value ($000) $1,230 Shares 24,430 Est. Cost $50.79 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $1,217 Shares 25,698 Est. Cost $48.07 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.4%
Value ($000) $1,187 Shares 25,274 Est. Cost $52.64 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.4%
Value ($000) $1,178 Shares 17,672 Est. Cost $71.17 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $1,172 Shares 30,691 Est. Cost $41.53 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.4%
Value ($000) $1,167 Shares 12,104 Est. Cost $116.63 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,150 Shares 26,549 Est. Cost $30.30 Unrealized +21.8%
VGIT VANGUARD INTERMTERM GOVT BD 0.4%
Value ($000) $1,140 Shares 17,957 Est. Cost $63.26 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 0.4%
Value ($000) $1,067 Shares 12,333 Est. Cost $88.50 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.4%
Value ($000) $1,041 Shares 21,453 Est. Cost $48.52 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.4%
Value ($000) $1,024 Shares 27,597 Est. Cost $43.65 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,019 Shares 11,087 Est. Cost $71.05 Unrealized +5.2%
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.4%
Value ($000) $1,008 Shares 42,307 Est. Cost $29.29 Unrealized
EWC ISHARES MSCI CANADA ETF 0.4%
Value ($000) $999 Shares 41,698 Est. Cost $30.03 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $982 Shares 7,440 Est. Cost $109.71 Unrealized +19.8%
INTC INTEL CORP 0.3%
Value ($000) $944 Shares 20,107 Est. Cost $38.48 Unrealized +4.4%
ABBV ABBVIE INC COM USD0.01 0.3%
Value ($000) $924 Shares 10,022 Est. Cost $68.86 Unrealized -5.9%
KRE SPDR SER TR SP REGL BKG ETF 0.3%
Value ($000) $912 Shares 19,499 Est. Cost $62.75 Unrealized
PROSHARES TR ULTRASHORT RUSSELL 2000 NEW JAN 2014 0.3%
Value ($000) $888 Shares 43,054 Est. Cost $20.63 Unrealized
PROSHARES ULTRASHORT MIDCAP 400 0.3%
Value ($000) $863 Shares 37,686 Est. Cost $22.90 Unrealized
PROSHARES TR ULTRASHORT QQQ NEW 0.3%
Value ($000) $824 Shares 17,323 Est. Cost $47.57 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.3%
Value ($000) $821 Shares 10,361 Est. Cost $80.04 Unrealized
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $815 Shares 3,270 Est. Cost $198.68 Unrealized +18.3%
PROSHARES TRUST PSHS ULSHT SP500 (POST REVERSE SPLIT) 0.3%
Value ($000) $809 Shares 18,848 Est. Cost $42.92 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $803 Shares 18,402 Est. Cost $26.48 Unrealized +13.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $792 Shares 7,261 Est. Cost $109.57 Unrealized
IBM INTL BUSINESS MACH 0.3%
Value ($000) $787 Shares 6,925 Est. Cost $97.98 Unrealized -10.2%
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.3%
Value ($000) $786 Shares 5,992 Est. Cost $137.56 Unrealized
PROSHARES TR ULTRASHORT DOW30 NEW 0.3%
Value ($000) $781 Shares 22,059 Est. Cost $35.41 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $772 Shares 7,092 Est. Cost $83.57 Unrealized +1.4%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $768 Shares 12,861 Est. Cost $66.10 Unrealized
VNLA JANUS HENDERSON SHORT DURATI 0.3%
Value ($000) $751 Shares 15,328 Est. Cost $50.12 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $748 Shares 6,627 Est. Cost $117.40 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.3%
Value ($000) $735 Shares 15,716 Est. Cost $52.45 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $731 Shares 706 Est. Cost $50.99 Unrealized +4.2%
GSY INVESCO ULTRA SHORT DURATION ETF 0.3%
Value ($000) $714 Shares 14,258 Est. Cost $50.23 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $693 Shares 6,318 Est. Cost $97.39 Unrealized +12.0%
NWL NEWELL BRANDS INC COM 0.3%
Value ($000) $692 Shares 37,248 Est. Cost $19.06 Unrealized -25.5%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.3%
Value ($000) $691 Shares 40,752 Est. Cost $21.79 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $686 Shares 3,636 Est. Cost $165.06 Unrealized +15.7%
MO ALTRIA GROUP INC 0.2%
Value ($000) $678 Shares 13,735 Est. Cost $36.63 Unrealized -9.6%
CTBI COMMUNITY TRUST BANCORPORATION 0.2%
Value ($000) $654 Shares 16,500 Est. Cost $35.09 Unrealized -6.2%
LLY LILLY ELI CO COM NPV 0.2%
Value ($000) $646 Shares 5,578 Est. Cost $85.33 Unrealized +18.8%
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $645 Shares 4,921 Est. Cost $176.07 Unrealized -18.3%
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.2%
Value ($000) $639 Shares 13,700 Est. Cost $49.07 Unrealized
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.2%
Value ($000) $638 Shares 8,500 Est. Cost $75.46 Unrealized
NFLX NETFLIX COM INC COM 0.2%
Value ($000) $636 Shares 2,376 Est. Cost $23.05 Unrealized +29.8%
ADBE ADOBE SYS INC 0.2%
Value ($000) $635 Shares 2,808 Est. Cost $183.94 Unrealized +31.2%
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.2%
Value ($000) $624 Shares 2,715 Est. Cost $248.54 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $619 Shares 3,600 Est. Cost $142.12 Unrealized +5.8%
KO COCA COLA CO 0.2%
Value ($000) $616 Shares 13,012 Est. Cost $36.29 Unrealized +5.8%
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $611 Shares 7,028 Est. Cost $97.18 Unrealized
GXC SPDR INDEX SHS FDS SP CHINA ETF 0.2%
Value ($000) $591 Shares 6,965 Est. Cost $84.85 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $582 Shares 23,630 Est. Cost $23.05 Unrealized -1.1%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.2%
Value ($000) $572 Shares 10,909 Est. Cost $53.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $560 Shares 535 Est. Cost $52.82 Unrealized +1.5%
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.2%
Value ($000) $549 Shares 14,375 Est. Cost $39.05 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $548 Shares 2,351 Est. Cost $260.11 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $546 Shares 7,548 Est. Cost $54.41 Unrealized +14.2%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $533 Shares 6,831 Est. Cost $88.71 Unrealized
SCHO SCHWAB SHORT TERM US TREA 0.2%
Value ($000) $523 Shares 10,472 Est. Cost $49.84 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $522 Shares 8,351 Est. Cost $55.99 Unrealized -5.3%
TBF PROSHARES TR SHORT 20 YR TREASURY 0.2%
Value ($000) $519 Shares 23,176 Est. Cost $22.43 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCHTRADED FUND 0.2%
Value ($000) $516 Shares 5,020 Est. Cost $105.23 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $513 Shares 2,691 Est. Cost $141.00 Unrealized -9.0%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $503 Shares 9,671 Est. Cost $45.84 Unrealized -10.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $500 Shares 65,987 Est. Cost $16.58 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $499 Shares 65,254 Est. Cost $7.93 Unrealized -21.7%
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.2%
Value ($000) $494 Shares 24,467 Est. Cost $21.50 Unrealized
FCG First Trust Natural Gas ETF 0.2%
Value ($000) $494 Shares 33,592 Est. Cost $20.92 Unrealized
FCBC FIRST COMMUNITY BANCSHARES INC NEV 0.2%
Value ($000) $485 Shares 15,400 Est. Cost $20.14 Unrealized +18.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $484 Shares 1,848 Est. Cost $253.57 Unrealized -1.4%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $478 Shares 5,690 Est. Cost $76.36 Unrealized +8.8%
SUB ISHARES SHORTTERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $477 Shares 4,525 Est. Cost $104.86 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $463 Shares 8,877 Est. Cost $59.54 Unrealized
INTU INTUIT INCORPORATED COM 0.2%
Value ($000) $462 Shares 2,349 Est. Cost $204.54 Unrealized -3.0%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $457 Shares 3,337 Est. Cost $191.47 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $454 Shares 8,479 Est. Cost $76.12 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.2%
Value ($000) $449 Shares 8,482 Est. Cost $51.13 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.2%
Value ($000) $428 Shares 5,737 Est. Cost $80.70 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.2%
Value ($000) $424 Shares 4,328 Est. Cost $102.66 Unrealized
WTMF WISDOMTREE TR MANAGED FUTURES 0.2%
Value ($000) $422 Shares 10,879 Est. Cost $40.33 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $417 Shares 11,004 Est. Cost $43.23 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $404 Shares 2,276 Est. Cost $138.07 Unrealized +8.7%
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $404 Shares 8,682 Est. Cost $53.18 Unrealized -8.9%
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $402 Shares 13,030 Est. Cost $41.03 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $400 Shares 1,396 Est. Cost $258.07 Unrealized +15.4%
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $399 Shares 15,820 Est. Cost $29.68 Unrealized
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $389 Shares 11,505 Est. Cost $40.08 Unrealized -7.2%
TGT TARGET CORP COM 0.1%
Value ($000) $387 Shares 5,849 Est. Cost $51.39 Unrealized +23.2%
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $384 Shares 4,217 Est. Cost $65.30 Unrealized +18.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $379 Shares 2,744 Est. Cost $127.10 Unrealized -0.5%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $372 Shares 3,388 Est. Cost $137.16 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $372 Shares 4,500 Est. Cost $81.43 Unrealized -6.8%
POWERSHARES DWA TCTL SCTR ROTA TION ETF 0.1%
Value ($000) $369 Shares 15,013 Est. Cost $30.28 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $367 Shares 8,530 Est. Cost $49.85 Unrealized -26.5%
STIP ISHARES 05 YEAR TIPS BOND E 0.1%
Value ($000) $365 Shares 3,727 Est. Cost $97.93 Unrealized
PPA INVESCO AERO DEFENSE 0.1%
Value ($000) $363 Shares 7,345 Est. Cost $58.54 Unrealized
KNCT INVESCO DYNAMIC NETWORKINGETF 0.1%
Value ($000) $359 Shares 7,422 Est. Cost $54.99 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.1%
Value ($000) $359 Shares 2,671 Est. Cost $156.25 Unrealized
PUI INVESCO DYNAMIC UTILITIES ETF 0.1%
Value ($000) $358 Shares 12,347 Est. Cost $28.99 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $355 Shares 7,644 Est. Cost $57.73 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $354 Shares 3,618 Est. Cost $109.82 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN FD COM 0.1%
Value ($000) $347 Shares 27,228 Est. Cost $13.51 Unrealized
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.1%
Value ($000) $346 Shares 4,866 Est. Cost $89.65 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $346 Shares 2,589 Est. Cost $132.12 Unrealized -11.1%
BDX BECTON DICKINSON CO 0.1%
Value ($000) $341 Shares 1,514 Est. Cost $208.19 Unrealized 0.0%
SHY ISHARES TR BARCLAYS 13 YR TREAS BD FD 0.1%
Value ($000) $340 Shares 4,071 Est. Cost $83.52 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $340 Shares 2,805 Est. Cost $126.85 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $334 Shares 5,356 Est. Cost $40.59 Unrealized +31.6%
AMGN AMGEN INC 0.1%
Value ($000) $330 Shares 1,693 Est. Cost $138.45 Unrealized +13.3%
IGOV ISHARES TR INTL TREA BD ETF 0.1%
Value ($000) $329 Shares 6,781 Est. Cost $48.67 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $326 Shares 2,196 Est. Cost $128.06 Unrealized +16.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $326 Shares 2,439 Est. Cost $5.11 Unrealized -7.1%
PEP PEPSICO INC 0.1%
Value ($000) $326 Shares 2,952 Est. Cost $89.15 Unrealized +1.7%
PBE INVESCO DYNAMIC BIOTECHNOLOGY GENOME ETF 0.1%
Value ($000) $325 Shares 6,899 Est. Cost $47.11 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $321 Shares 6,176 Est. Cost $38.22 Unrealized +10.6%
CME CME GROUP INC 0.1%
Value ($000) $320 Shares 1,700 Est. Cost $142.24 Unrealized 0.0%
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.1%
Value ($000) $320 Shares 7,513 Est. Cost $48.80 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $319 Shares 4,296 Est. Cost $61.16 Unrealized +11.4%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $318 Shares 6,116 Est. Cost $56.49 Unrealized -12.6%
ILCG ISHARES MORNINGSTAR MIDCAP ET F 0.1%
Value ($000) $306 Shares 1,910 Est. Cost $185.12 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $302 Shares 5,795 Est. Cost $47.68 Unrealized 0.0%
HYS PIMCO ETF TRUST 05 YR HIGH YLD CORP BD IDX ETF 0.1%
Value ($000) $300 Shares 3,152 Est. Cost $100.59 Unrealized
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.1%
Value ($000) $298 Shares 3,666 Est. Cost $84.82 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $297 Shares 7,611 Est. Cost $39.02 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $296 Shares 1,050 Est. Cost $184.63 Unrealized +46.5%
IJR ISHARES CORE SP SMALLCAP ETF 0.1%
Value ($000) $292 Shares 4,210 Est. Cost $80.51 Unrealized
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $288 Shares 4,775 Est. Cost $48.34 Unrealized +8.6%
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $287 Shares 5,915 Est. Cost $57.56 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $280 Shares 584 Est. Cost $169.46 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $278 Shares 4,342 Est. Cost $102.11 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $277 Shares 8,473 Est. Cost $34.92 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $277 Shares 3,104 Est. Cost $99.29 Unrealized
SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $277 Shares 8,249 Est. Cost $36.62 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.1%
Value ($000) $277 Shares 4,823 Est. Cost $72.85 Unrealized
IGSB ISHARES TR 13 YR CR BD ETF 0.1%
Value ($000) $276 Shares 5,335 Est. Cost $51.76 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $274 Shares 1,998 Est. Cost $128.94 Unrealized +5.4%
XYZ SQUARE INC CL A 0.1%
Value ($000) $274 Shares 4,888 Est. Cost $58.77 Unrealized +20.1%
VIOO VANGUARD SP SMALLCAP 600 ETF 0.1%
Value ($000) $271 Shares 2,156 Est. Cost $143.63 Unrealized
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $271 Shares 3,629 Est. Cost $55.29 Unrealized +5.6%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $266 Shares 4,555 Est. Cost $58.40 Unrealized
DBEF DBX ETF TRUST XTRACKERS MSCI EAFE HDG EQUITY FUND 0.1%
Value ($000) $263 Shares 9,431 Est. Cost $32.92 Unrealized
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.1%
Value ($000) $260 Shares 6,846 Est. Cost $39.32 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.1%
Value ($000) $254 Shares 4,096 Est. Cost $70.96 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $250 Shares 5,545 Est. Cost $24.93 Unrealized 0.0%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $250 Shares 6,235 Est. Cost $51.84 Unrealized
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $249 Shares 2,133 Est. Cost $98.99 Unrealized 0.0%
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $247 Shares 7,477 Est. Cost $33.03 Unrealized
A AGILENT TECH INC 0.1%
Value ($000) $247 Shares 3,668 Est. Cost $63.58 Unrealized +0.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $246 Shares 1,863 Est. Cost $114.28 Unrealized +3.0%
VTIP VANGUARD MALVERN FDS SHORTTERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $238 Shares 4,962 Est. Cost $47.96 Unrealized
PIZ INVESCO DWA DEVEL MKTS MOMENTUM ETF 0.1%
Value ($000) $230 Shares 10,010 Est. Cost $27.65 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $227 Shares 3,457 Est. Cost $56.82 Unrealized +4.5%
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $224 Shares 5,475 Est. Cost $32.86 Unrealized +14.8%
PIE POWERSHARES DWA EMRG MKTS MOME NTUM PORT 0.1%
Value ($000) $221 Shares 14,226 Est. Cost $19.02 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION PROTECTED 0.1%
Value ($000) $219 Shares 4,202 Est. Cost $52.12 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $217 Shares 5,469 Est. Cost $35.01 Unrealized 0.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $214 Shares 4,127 Est. Cost $49.14 Unrealized +3.2%
IVW ISHARES SP 500 GROWTH ETF 0.1%
Value ($000) $214 Shares 1,419 Est. Cost $172.84 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $206 Shares 1,617 Est. Cost $111.50 Unrealized 0.0%
GS GOLDMAN SACHS GROUP 6.300 0.1%
Value ($000) $206 Shares 1,617 Est. Cost $186.02 Unrealized -8.1%
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $205 Shares 2,291 Est. Cost $96.33 Unrealized
CSX C S X CORP 0.1%
Value ($000) $200 Shares 3,222 Est. Cost $19.19 Unrealized +8.9%
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $200 Shares 3,065 Est. Cost $71.69 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $200 Shares 2,409 Est. Cost $84.34 Unrealized 0.0%
TEMPLETON EMERG MKTS INCOME FD COM 0.1%
Value ($000) $186 Shares 19,348 Est. Cost $10.17 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $172 Shares 12,983 Est. Cost $11.05 Unrealized +7.9%
BCS BARCLAYS PLC ADREACH CV INTO 4 ORD STK GBP0.25 JPM 0.1%
Value ($000) $138 Shares 18,281 Est. Cost $8.60 Unrealized
EATON VANCE TAX MANAGED GLOBAL DIVERSIFIED INCOME FD COM 0.0%
Value ($000) $119 Shares 15,994 Est. Cost $7.44 Unrealized
FIRST TRUST SPECIALTY FINANCE COM BEN INTR 0.0%
Value ($000) $116 Shares 22,355 Est. Cost $5.19 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $92 Shares 13,683 Est. Cost $7.31 Unrealized
AROTECH CORP NEW 0.0%
Value ($000) $82 Shares 31,436 Est. Cost $3.54 Unrealized
DREYFUS HIGH YIELD STRATEGIES 0.0%
Value ($000) $76 Shares 28,079 Est. Cost $3.19 Unrealized
TEMPLETON GLOBAL INCOME FUND INC 0.0%
Value ($000) $71 Shares 11,752 Est. Cost $6.32 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $64 Shares 11,149 Est. Cost $6.78 Unrealized
ENERGOUS CORP COM 0.0%
Value ($000) $58 Shares 10,000 Est. Cost $10.10 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $49 Shares 20,400 Est. Cost $3.86 Unrealized
NOVAVAX INC 0.0%
Value ($000) $39 Shares 21,269 Est. Cost $1.22 Unrealized
FRONTIER COMMUNICATIONS CORP 1:15 Reverse Split 0.0%
Value ($000) $27 Shares 11,175 Est. Cost $5.01 Unrealized
ADVAXIS INC COM NEW 0.0%
Value ($000) $4 Shares 19,650 Est. Cost $3.03 Unrealized
OXBRW OXBRIDGE RE HOLDINGS LTD WT EXPIRING 32619 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized