Curbstone Financial Management Corp Diversified Active

CIK: 0001608057 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 9, 2019

Total Value ($000): $380,593 (100.0% shares, 0.0% debt)

Holdings (174)

VCSH Vanguard ST Corp Bond ETF (VCS 6.9%
Value ($000) $26,244 Shares 325,284 Est. Cost $79.21 Unrealized
MDY SPDR S&P Midcap 400 (MDY) 3.8%
Value ($000) $14,375 Shares 40,540 Est. Cost $314.93 Unrealized
VCIT Vanguard Intermediate Corp Bon 3.4%
Value ($000) $13,116 Shares 145,978 Est. Cost $86.43 Unrealized
FLRN SPDR Inv't Grade Floating Rate 3.0%
Value ($000) $11,316 Shares 368,250 Est. Cost $30.72 Unrealized
SCHF Schwab International Equity ET 2.4%
Value ($000) $8,980 Shares 279,850 Est. Cost $32.79 Unrealized
SCHM Schwab US Mid Cap ETF (SCHM) 2.3%
Value ($000) $8,936 Shares 156,530 Est. Cost $49.73 Unrealized
MUB iShares National Muni Bond (MU 2.3%
Value ($000) $8,777 Shares 77,610 Est. Cost $109.94 Unrealized
SUB iShares Short Term Nat'l Muni 2.1%
Value ($000) $8,151 Shares 76,500 Est. Cost $105.44 Unrealized
AAPL Apple Computer (AAPL) 2.1%
Value ($000) $7,831 Shares 39,565 Est. Cost $34.53 Unrealized +35.0%
IGSB iShares ST Corp Bond (IGSB) 2.0%
Value ($000) $7,650 Shares 143,160 Est. Cost $80.13 Unrealized
SCHA Schwab US Small Cap ETF (SCHA) 1.7%
Value ($000) $6,543 Shares 91,540 Est. Cost $65.81 Unrealized
SCHG Schwab Large Cap Growth ETF (S 1.7%
Value ($000) $6,340 Shares 76,187 Est. Cost $66.39 Unrealized
VOO Vanguard S&P 500 ETF (VOO) 1.6%
Value ($000) $6,196 Shares 23,020 Est. Cost $225.56 Unrealized
TIP iShares TIPS Bond Fund (TIP) 1.6%
Value ($000) $5,956 Shares 51,572 Est. Cost $112.61 Unrealized
MSFT Microsoft Corp. (MSFT) 1.5%
Value ($000) $5,694 Shares 42,505 Est. Cost $68.86 Unrealized +73.6%
XOM Exxon Mobil (XOM) 1.4%
Value ($000) $5,515 Shares 71,966 Est. Cost $55.30 Unrealized +2.9%
MCI Barings Corporate Investors (M 1.4%
Value ($000) $5,507 Shares 351,916 Est. Cost $15.81 Unrealized
SCHB Schwab US Broad Market ETF (SC 1.3%
Value ($000) $4,973 Shares 70,510 Est. Cost $60.69 Unrealized
AMZN Amazon Com Inc (AMZN) 1.3%
Value ($000) $4,946 Shares 2,612 Est. Cost $52.34 Unrealized +78.0%
JNJ Johnson & Johnson (JNJ) 1.1%
Value ($000) $4,313 Shares 30,966 Est. Cost $98.83 Unrealized +16.1%
RSP Invesco S&P 500 Equal Weighted 1.0%
Value ($000) $3,972 Shares 36,844 Est. Cost $102.15 Unrealized
CSCO Cisco Systems Inc. (CSCO) 1.0%
Value ($000) $3,941 Shares 72,014 Est. Cost $28.08 Unrealized +60.9%
PEP PepsiCo Inc. (PEP) 1.0%
Value ($000) $3,860 Shares 29,436 Est. Cost $83.83 Unrealized +24.9%
DIS Disney Walt Hldg. Co. (DIS) 1.0%
Value ($000) $3,753 Shares 26,879 Est. Cost $98.47 Unrealized +30.0%
GOOG Alphabet Class C (GOOG) 1.0%
Value ($000) $3,688 Shares 3,412 Est. Cost $48.51 Unrealized +18.0%
EFA iShares TR MSCI EAFE Fd (EFA) 1.0%
Value ($000) $3,661 Shares 55,702 Est. Cost $67.50 Unrealized
INTC Intel Corp. (INTC) 0.9%
Value ($000) $3,540 Shares 73,944 Est. Cost $33.06 Unrealized +30.4%
HY Hyster-Yale Materials Handling 0.9%
Value ($000) $3,372 Shares 61,022 Est. Cost $59.83 Unrealized -23.3%
BRK/B Berkshire Hathaway Cl B (BRKB) 0.9%
Value ($000) $3,312 Shares 15,538 Est. Cost $177.57 Unrealized +16.5%
TJX TJX Cos Inc (TJX) 0.9%
Value ($000) $3,300 Shares 62,404 Est. Cost $39.29 Unrealized +23.9%
ABT Abbott Laboratories (ABT) 0.9%
Value ($000) $3,297 Shares 39,198 Est. Cost $46.38 Unrealized +51.4%
United Technologies (UTX) 0.9%
Value ($000) $3,293 Shares 25,290 Est. Cost $121.37 Unrealized
SCHE Schwab Emerging Markets ETF (S 0.9%
Value ($000) $3,252 Shares 123,950 Est. Cost $27.72 Unrealized
SHM SPDR Nuveen Barclays Shrt Term 0.8%
Value ($000) $3,228 Shares 65,974 Est. Cost $48.25 Unrealized
SCHZ Schwab Aggregate Bond ETF (SCH 0.8%
Value ($000) $3,040 Shares 57,350 Est. Cost $51.84 Unrealized
PG Procter & Gamble (PG) 0.8%
Value ($000) $2,869 Shares 26,168 Est. Cost $67.86 Unrealized +33.4%
JPM J P Morgan Chase & Co (JPM) 0.8%
Value ($000) $2,869 Shares 25,664 Est. Cost $74.79 Unrealized +23.0%
INDY I Shares India 50 ETF (INDY) 0.7%
Value ($000) $2,824 Shares 73,570 Est. Cost $33.41 Unrealized
VBK Vanguard Small Cap Growth (VBK 0.7%
Value ($000) $2,802 Shares 15,050 Est. Cost $150.60 Unrealized
HD Home Depot Inc. (HD) 0.7%
Value ($000) $2,781 Shares 13,374 Est. Cost $129.83 Unrealized +30.6%
WY Weyerhauser (WY) 0.7%
Value ($000) $2,769 Shares 105,140 Est. Cost $23.15 Unrealized -14.9%
PFE Pfizer Inc (PFE) 0.7%
Value ($000) $2,745 Shares 63,373 Est. Cost $22.99 Unrealized +27.1%
VZ Verizon Communications (VZ) 0.7%
Value ($000) $2,733 Shares 47,836 Est. Cost $31.14 Unrealized +28.6%
SCHP Schwab US Tips ETF (SCHP) 0.7%
Value ($000) $2,698 Shares 47,920 Est. Cost $55.10 Unrealized
USB US Bancorp (USB) 0.6%
Value ($000) $2,366 Shares 45,150 Est. Cost $36.91 Unrealized +5.5%
KKR Kohlberg Kravis & Co (KKR) 0.6%
Value ($000) $2,359 Shares 93,350 Est. Cost $20.33 Unrealized +9.6%
ADSK Autodesk Inc. (ADSK) 0.6%
Value ($000) $2,321 Shares 14,250 Est. Cost $99.42 Unrealized +69.1%
SCHC Schwab Int'l Small Cap Equity 0.6%
Value ($000) $2,258 Shares 69,180 Est. Cost $35.98 Unrealized
CVX Chevron Corp (CVX) 0.6%
Value ($000) $2,160 Shares 17,360 Est. Cost $80.35 Unrealized +12.3%
BMO Bank of Montreal (BMO) 0.6%
Value ($000) $2,101 Shares 27,850 Est. Cost $51.47 Unrealized +12.0%
SYY Sysco Corp. (SYY) 0.6%
Value ($000) $2,097 Shares 29,650 Est. Cost $42.32 Unrealized +40.7%
PFF iShares S&P US Preferred Stock 0.5%
Value ($000) $2,074 Shares 56,290 Est. Cost $38.21 Unrealized
SON Sonoco Products (SON) 0.5%
Value ($000) $2,039 Shares 31,200 Est. Cost $36.14 Unrealized +38.4%
CVS CVS Health Corp. (CVS) 0.5%
Value ($000) $1,986 Shares 36,456 Est. Cost $53.82 Unrealized -19.0%
CHKP Check Point Software Tech (CHK 0.5%
Value ($000) $1,942 Shares 16,800 Est. Cost $99.87 Unrealized +18.2%
VRSK Verisk Analytics (VRSK) 0.5%
Value ($000) $1,853 Shares 12,650 Est. Cost $84.60 Unrealized +59.7%
NC Nacco Inds Inc CL A (NC) 0.5%
Value ($000) $1,852 Shares 35,666 Est. Cost $22.50 Unrealized +75.7%
Ulta Beauty (ULTA) 0.5%
Value ($000) $1,814 Shares 5,230 Est. Cost $213.75 Unrealized
SJM J.M. Smuckers Co (SJM) 0.5%
Value ($000) $1,716 Shares 14,900 Est. Cost $90.25 Unrealized +9.0%
HON Honeywell International (HON) 0.4%
Value ($000) $1,710 Shares 9,794 Est. Cost $104.89 Unrealized +32.2%
Merck & Co Inc. (MRK) 0.4%
Value ($000) $1,683 Shares 20,074 Est. Cost $60.04 Unrealized
TREX Trex Inc (TREX) 0.4%
Value ($000) $1,620 Shares 22,590 Est. Cost $27.74 Unrealized +22.2%
CE Celanese (CE) 0.4%
Value ($000) $1,609 Shares 14,930 Est. Cost $79.71 Unrealized +14.7%
H C P Inc Reit (HCP) 0.4%
Value ($000) $1,585 Shares 49,550 Est. Cost $28.60 Unrealized
MMM 3M Company (MMM) 0.4%
Value ($000) $1,570 Shares 9,056 Est. Cost $130.07 Unrealized -7.3%
WFC Wells Fargo & Co. (WFC) 0.4%
Value ($000) $1,557 Shares 32,906 Est. Cost $43.56 Unrealized -10.3%
SPDR S&P 500 High Div ETF (SPY 0.4%
Value ($000) $1,522 Shares 40,020 Est. Cost $37.54 Unrealized
HRL Hormel Foods (HRL) 0.4%
Value ($000) $1,470 Shares 36,251 Est. Cost $27.45 Unrealized +23.6%
SNN Smith & Nephew (SNN) 0.4%
Value ($000) $1,459 Shares 33,500 Est. Cost $37.28 Unrealized
LLY Lilly Eli & Company (LLY) 0.4%
Value ($000) $1,454 Shares 13,126 Est. Cost $70.00 Unrealized +54.3%
T AT&T Inc. (T) 0.4%
Value ($000) $1,451 Shares 43,308 Est. Cost $14.77 Unrealized +2.1%
PSX Phillips 66 (PSX) 0.4%
Value ($000) $1,418 Shares 15,154 Est. Cost $65.78 Unrealized +4.1%
SLB Schlumberger Ltd (SLB) 0.4%
Value ($000) $1,416 Shares 35,628 Est. Cost $49.52 Unrealized -32.1%
NEE NextEra Energy (NEE) 0.4%
Value ($000) $1,414 Shares 6,900 Est. Cost $27.65 Unrealized +51.1%
SCHX Schwab Large Cap US ETF (SCHX) 0.4%
Value ($000) $1,402 Shares 19,970 Est. Cost $59.31 Unrealized
TGT Target Corporation (TGT) 0.4%
Value ($000) $1,379 Shares 15,918 Est. Cost $53.74 Unrealized +26.0%
CMCSA Comcast Corp NEW CL A (CMCSA) 0.4%
Value ($000) $1,365 Shares 32,276 Est. Cost $30.75 Unrealized +15.6%
ABBV Abbvie Inc (ABBV) 0.4%
Value ($000) $1,343 Shares 18,467 Est. Cost $60.30 Unrealized -1.5%
Hamilton Beach Brands Cl B Res 0.3%
Value ($000) $1,323 Shares 69,452 Est. Cost $21.22 Unrealized
SPIB SPDR Int Corporate Bond ETF (S 0.3%
Value ($000) $1,312 Shares 37,574 Est. Cost $34.02 Unrealized
SCHH Schwab REIT ETF (SCHH) 0.3%
Value ($000) $1,269 Shares 28,550 Est. Cost $38.46 Unrealized
SMB VanEck Vectors AMT-Free Shrt M 0.3%
Value ($000) $1,256 Shares 71,000 Est. Cost $17.41 Unrealized
MPV Barings Participation Inv (MPV 0.3%
Value ($000) $1,224 Shares 75,066 Est. Cost $14.55 Unrealized
MCD McDonalds Corp (MCD) 0.3%
Value ($000) $1,213 Shares 5,842 Est. Cost $118.75 Unrealized +42.9%
CL Colgate-Palmolive Co. (CL) 0.3%
Value ($000) $1,209 Shares 16,870 Est. Cost $57.27 Unrealized +6.2%
HBB Hamilton Beach Brands Cl A (HB 0.3%
Value ($000) $1,205 Shares 63,278 Est. Cost $21.82 Unrealized -26.7%
PHO Invesco Water Resource Port (P 0.3%
Value ($000) $1,174 Shares 32,970 Est. Cost $30.21 Unrealized
ITW Illinois Tool Works Inc (ITW) 0.3%
Value ($000) $1,137 Shares 7,540 Est. Cost $113.21 Unrealized +13.6%
VNQ Vanguard REIT Index ETF (VNQ) 0.3%
Value ($000) $1,117 Shares 12,782 Est. Cost $79.75 Unrealized
AFL A F L A C Inc. (AFL) 0.3%
Value ($000) $1,107 Shares 20,200 Est. Cost $34.70 Unrealized +27.0%
ETFMG Prime Cyber Security ETF 0.3%
Value ($000) $1,100 Shares 27,670 Est. Cost $32.42 Unrealized
GILD Gilead Sciences Inc. (GILD) 0.3%
Value ($000) $1,099 Shares 16,270 Est. Cost $59.24 Unrealized -14.2%
GGG Graco Inc (GGG) 0.3%
Value ($000) $1,089 Shares 21,706 Est. Cost $36.18 Unrealized +28.1%
BioTelemetry (BEAT) 0.3%
Value ($000) $1,056 Shares 21,930 Est. Cost $32.11 Unrealized
ROBO ROBO Gbl Robotics & Auto'n ETF 0.3%
Value ($000) $1,050 Shares 26,300 Est. Cost $38.86 Unrealized
TSN Tyson Foods (TSN) 0.3%
Value ($000) $1,046 Shares 12,950 Est. Cost $52.39 Unrealized +21.6%
KO Coca Cola Company (KO) 0.3%
Value ($000) $1,046 Shares 20,550 Est. Cost $34.34 Unrealized +16.3%
HOLX Hologic Inc (HOLX) 0.3%
Value ($000) $1,020 Shares 21,246 Est. Cost $39.90 Unrealized +15.9%
KFY Korn Ferry International (KFY) 0.3%
Value ($000) $1,006 Shares 25,100 Est. Cost $34.52 Unrealized +18.9%
INGN Inogen, Inc (INGN) 0.3%
Value ($000) $971 Shares 14,542 Est. Cost $91.20 Unrealized -16.5%
EIRL Ishares MSCI Ireland ETF (EIRL 0.3%
Value ($000) $969 Shares 23,290 Est. Cost $44.53 Unrealized
Amcor PLC ADR 0.3%
Value ($000) $967 Shares 84,134 Est. Cost $11.49 Unrealized
BA Boeing Company (BA) 0.3%
Value ($000) $965 Shares 2,650 Est. Cost $245.94 Unrealized +45.3%
JBLU JetBlue Airways Corp (JBLU) 0.3%
Value ($000) $964 Shares 52,150 Est. Cost $20.86 Unrealized -14.3%
TXN Texas Instruments Inc (TXN) 0.2%
Value ($000) $951 Shares 8,290 Est. Cost $70.39 Unrealized +31.8%
Unilever NV NY SHS NEWF (UN) 0.2%
Value ($000) $950 Shares 15,640 Est. Cost $53.82 Unrealized
E.I. DuPont DeNemours (DD) 0.2%
Value ($000) $947 Shares 12,612 Est. Cost $75.09 Unrealized
IBM Intl Business Machines (IBM) 0.2%
Value ($000) $874 Shares 6,334 Est. Cost $102.51 Unrealized -3.8%
V Visa Inc (V) 0.2%
Value ($000) $870 Shares 5,014 Est. Cost $98.20 Unrealized +59.2%
TSM Taiwan Semiconductor ADRF Spon 0.2%
Value ($000) $868 Shares 22,150 Est. Cost $37.04 Unrealized
BMY Bristol-Myers Squibb (BMY) 0.2%
Value ($000) $865 Shares 19,084 Est. Cost $42.07 Unrealized -14.1%
EWC iShares MSCI Canada Index Fund 0.2%
Value ($000) $857 Shares 29,930 Est. Cost $27.61 Unrealized
VO Vanguard Mid Cap ETF (VO) 0.2%
Value ($000) $853 Shares 5,100 Est. Cost $145.13 Unrealized
LUV Southwest Airlines (LUV) 0.2%
Value ($000) $830 Shares 16,350 Est. Cost $49.70 Unrealized -4.3%
STT State Street Corp (STT) 0.2%
Value ($000) $829 Shares 14,794 Est. Cost $70.99 Unrealized -29.5%
TROW T Rowe Price Group (TROW) 0.2%
Value ($000) $822 Shares 7,490 Est. Cost $68.06 Unrealized +18.2%
IOO IShares S&P Global 100 ETF (IO 0.2%
Value ($000) $821 Shares 16,800 Est. Cost $67.61 Unrealized
NGG National Grid ADS (NGG) 0.2%
Value ($000) $809 Shares 15,206 Est. Cost $59.38 Unrealized
UNH Unitedhealth Group Inc. (UNH) 0.2%
Value ($000) $788 Shares 3,230 Est. Cost $159.56 Unrealized +35.0%
ADP Auto Data Processing (ADP) 0.2%
Value ($000) $767 Shares 4,640 Est. Cost $86.65 Unrealized +62.7%
ACN Accenture PLC (ACN) 0.2%
Value ($000) $758 Shares 4,100 Est. Cost $117.29 Unrealized +39.5%
ORCL Oracle Corp. (ORCL) 0.2%
Value ($000) $757 Shares 13,296 Est. Cost $41.66 Unrealized +18.0%
SDY SPDR S&P Dividend ETF (SDY) 0.2%
Value ($000) $757 Shares 7,500 Est. Cost $86.93 Unrealized
SMG Scotts Company (SMG) 0.2%
Value ($000) $752 Shares 7,630 Est. Cost $69.87 Unrealized -0.2%
SPHD Invesco SP500 Hi Div Low Vol ( 0.2%
Value ($000) $742 Shares 17,623 Est. Cost $40.93 Unrealized
TFI SPDR Nuveen Bloomberg Municipa 0.2%
Value ($000) $742 Shares 14,800 Est. Cost $48.66 Unrealized
BWXT BWX Technologies (BWXT) 0.2%
Value ($000) $737 Shares 14,150 Est. Cost $47.26 Unrealized -2.7%
VT Vanguard Total World Stock Mar 0.2%
Value ($000) $716 Shares 9,520 Est. Cost $69.37 Unrealized
SNX SYNNEX Corp (SNX) 0.2%
Value ($000) $704 Shares 7,150 Est. Cost $50.94 Unrealized -9.7%
FLOT iShares Floating Rate Note Fun 0.2%
Value ($000) $700 Shares 13,750 Est. Cost $50.82 Unrealized
SMP Standard Motor Products (SMP) 0.2%
Value ($000) $698 Shares 15,402 Est. Cost $45.40 Unrealized +5.4%
OEF IShares S&P 100 Index (OEF) 0.2%
Value ($000) $687 Shares 5,300 Est. Cost $110.40 Unrealized
GOOGL Alphabet Class A (GOOGL) 0.2%
Value ($000) $686 Shares 634 Est. Cost $48.33 Unrealized +18.9%
SBUX Starbucks Corp. (SBUX) 0.2%
Value ($000) $679 Shares 8,100 Est. Cost $45.07 Unrealized +50.7%
IShares Min Volatility EAFE In 0.2%
Value ($000) $675 Shares 9,290 Est. Cost $73.35 Unrealized
CINF Cincinnati Financial (CINF) 0.2%
Value ($000) $673 Shares 6,490 Est. Cost $61.17 Unrealized +32.2%
DHR Danaher Corp (DHR) 0.2%
Value ($000) $670 Shares 4,690 Est. Cost $76.52 Unrealized +50.2%
GIS General Mills, Inc. (GIS) 0.2%
Value ($000) $668 Shares 12,720 Est. Cost $39.74 Unrealized +3.7%
UNP Union Pacific Corp. (UNP) 0.2%
Value ($000) $657 Shares 3,886 Est. Cost $96.09 Unrealized +53.8%
ZBH Zimmer Biomet Holdings Inc. (Z 0.2%
Value ($000) $640 Shares 5,436 Est. Cost $107.83 Unrealized +2.9%
BDX Becton Dickinson (BDX) 0.2%
Value ($000) $635 Shares 2,520 Est. Cost $190.35 Unrealized +10.2%
Invesco Bullestshares 2021 (BS 0.2%
Value ($000) $625 Shares 29,480 Est. Cost $20.76 Unrealized
SYK Stryker Corp. (SYK) 0.2%
Value ($000) $619 Shares 3,010 Est. Cost $125.62 Unrealized +41.5%
FAST Fastenal Company (FAST) 0.2%
Value ($000) $618 Shares 18,952 Est. Cost $11.61 Unrealized +20.0%
LMAT LeMaitre Vascular (LMAT) 0.2%
Value ($000) $610 Shares 21,790 Est. Cost $31.89 Unrealized -18.4%
DOW Dow Chemical (DOW) 0.2%
Value ($000) $603 Shares 12,234 Est. Cost $36.37 Unrealized 0.0%
SPY SPDR Trust S&P 500 (SPY) 0.1%
Value ($000) $536 Shares 1,830 Est. Cost $254.13 Unrealized
NSC Norfolk Southern Cop (NSC) 0.1%
Value ($000) $518 Shares 2,600 Est. Cost $105.52 Unrealized +64.3%
CNI Canadian National Railway (CNI 0.1%
Value ($000) $509 Shares 5,500 Est. Cost $63.98 Unrealized +26.7%
TTD The Trading Desk Inc (TTD) 0.1%
Value ($000) $508 Shares 2,230 Est. Cost $7.05 Unrealized +205.0%
AMGN Amgen Incorporated (AMGN) 0.1%
Value ($000) $496 Shares 2,690 Est. Cost $138.43 Unrealized +5.6%
TRV Travelers Companies Inc. (TRV) 0.1%
Value ($000) $486 Shares 3,250 Est. Cost $124.99 Unrealized 0.0%
PPL PPL Corporation (PPL) 0.1%
Value ($000) $483 Shares 15,568 Est. Cost $21.88 Unrealized +6.6%
SunTrust Banks (STI) 0.1%
Value ($000) $482 Shares 7,670 Est. Cost $59.19 Unrealized
DR Horton (DHI) 0.1%
Value ($000) $477 Shares 11,050 Est. Cost $41.36 Unrealized
D Dominion Energy Inc (D) 0.1%
Value ($000) $476 Shares 6,150 Est. Cost $50.99 Unrealized +11.5%
BP Prudhoe Bay Rlty Tr (BPT) 0.1%
Value ($000) $466 Shares 30,140 Est. Cost $26.85 Unrealized
WMT WalMart Inc. (WMT) 0.1%
Value ($000) $458 Shares 4,144 Est. Cost $27.38 Unrealized +14.3%
BAX Baxter Int'l (BAX) 0.1%
Value ($000) $457 Shares 5,580 Est. Cost $64.50 Unrealized +6.2%
Medidata Sol'ns (MDSO) 0.1%
Value ($000) $457 Shares 5,050 Est. Cost $90.50 Unrealized
VMware (VMW) 0.1%
Value ($000) $448 Shares 2,680 Est. Cost $146.96 Unrealized
Heska Corp (HSKA) 0.1%
Value ($000) $447 Shares 5,250 Est. Cost $81.63 Unrealized
LMT Lockheed Martin Corp (LMT) 0.1%
Value ($000) $447 Shares 1,230 Est. Cost $279.77 Unrealized 0.0%
XBI SPDR Biotech ETF (XBI) 0.1%
Value ($000) $443 Shares 5,050 Est. Cost $90.57 Unrealized
ENB Enbridge Inc. (ENB) 0.1%
Value ($000) $436 Shares 12,072 Est. Cost $20.28 Unrealized +15.8%
APD Air Prod & Chemicals (APD) 0.1%
Value ($000) $426 Shares 1,884 Est. Cost $176.25 Unrealized 0.0%
BK Bank of New York (BK) 0.1%
Value ($000) $422 Shares 9,550 Est. Cost $39.44 Unrealized -1.6%
EL Estee Lauder Companies, CL A ( 0.1%
Value ($000) $412 Shares 2,250 Est. Cost $156.93 Unrealized 0.0%
MCO Moodys Corp. (MCO) 0.1%
Value ($000) $410 Shares 2,100 Est. Cost $179.45 Unrealized 0.0%
IShares IBonds Sep 2019 Muni ( 0.1%
Value ($000) $407 Shares 16,000 Est. Cost $25.45 Unrealized
MWTRX Metropolitan West Total Return 0.1%
Value ($000) $385 Shares 35,359 Est. Cost $10.65 Unrealized
Invesco Mortgage Capital Inc ( 0.1%
Value ($000) $345 Shares 21,400 Est. Cost $16.12 Unrealized
Globalstar Inc. (GSAT) 0.0%
Value ($000) $30 Shares 61,980 Est. Cost $0.85 Unrealized
Levelblox (LVBX) 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.04 Unrealized