Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 26, 2016

Total Value ($000): $215,998,639 (100.0% shares, 0.0% debt)

Holdings (342)

VEA Vanguard FTSE Developed Markets ETF 9.2%
Value ($000) $19,828,580 Shares 539,994 Est. Cost $22218.93 Unrealized
HYG iShares IBOXX High Yield Corp Bond ETF 2.4%
Value ($000) $5,250,915 Shares 65,164 Est. Cost $79528.84 Unrealized
JPM JPMorgan Chase & Co 2.4%
Value ($000) $5,249,715 Shares 79,505 Est. Cost $46.22 Unrealized +7.5%
Apple Inc 2.3%
Value ($000) $5,006,376 Shares 47,562 Est. Cost $105260.00 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $4,314,035 Shares 41,998 Est. Cost $74.11 Unrealized +2.5%
Blackrock Inc 1.9%
Value ($000) $4,084,878 Shares 11,996 Est. Cost $9723.55 Unrealized
AMT American Tower REIT 1.9%
Value ($000) $4,065,695 Shares 41,936 Est. Cost $74.21 Unrealized +2.3%
VWO Vanguard FTSE Emerging Markets ETF 1.9%
Value ($000) $4,055,549 Shares 123,985 Est. Cost $21295.58 Unrealized
PEP Pepsico Inc 1.9%
Value ($000) $4,023,079 Shares 40,263 Est. Cost $69.86 Unrealized +5.2%
ALPS Alerian MLP ETF 1.9%
Value ($000) $4,015,964 Shares 333,275 Est. Cost $8758.77 Unrealized
MSFT Microsoft 1.8%
Value ($000) $3,939,025 Shares 70,999 Est. Cost $37.83 Unrealized +21.4%
HD Home Depot Inc 1.8%
Value ($000) $3,847,020 Shares 29,089 Est. Cost $87.27 Unrealized +14.6%
GILD Gilead Sciences Inc 1.8%
Value ($000) $3,818,202 Shares 37,733 Est. Cost $72.71 Unrealized +0.3%
General Electric 1.7%
Value ($000) $3,741,427 Shares 120,110 Est. Cost $25.10 Unrealized
XOM Exxon Mobil Corp 1.6%
Value ($000) $3,557,716 Shares 45,641 Est. Cost $54.92 Unrealized -6.4%
PG Procter & Gamble Co 1.6%
Value ($000) $3,536,127 Shares 44,530 Est. Cost $60.45 Unrealized -4.2%
Abbott Labs Common 1.6%
Value ($000) $3,438,804 Shares 76,571 Est. Cost $44910.00 Unrealized
GOOGL Alphabet Inc - A 1.6%
Value ($000) $3,437,248 Shares 4,418 Est. Cost $36.73 Unrealized 0.0%
WMT Wal-Mart Stores Inc 1.6%
Value ($000) $3,420,295 Shares 55,796 Est. Cost $20.63 Unrealized -19.4%
INTC Intel Corp 1.5%
Value ($000) $3,293,902 Shares 95,614 Est. Cost $24.74 Unrealized +7.7%
WFC Wells Fargo & Co New 1.5%
Value ($000) $3,291,172 Shares 60,544 Est. Cost $40.53 Unrealized +0.8%
CVS CVS Corporation 1.5%
Value ($000) $3,272,166 Shares 33,468 Est. Cost $75.04 Unrealized -3.2%
Allstate Corp 1.5%
Value ($000) $3,249,853 Shares 52,341 Est. Cost $62090.01 Unrealized
NVS Novartis AG-ADR 1.5%
Value ($000) $3,193,805 Shares 37,120 Est. Cost $14237.45 Unrealized
SBUX Starbucks Corporation 1.5%
Value ($000) $3,160,099 Shares 52,642 Est. Cost $41.23 Unrealized +19.8%
DIS Walt Disney Company 1.5%
Value ($000) $3,152,085 Shares 29,997 Est. Cost $94.87 Unrealized +7.7%
Discover Financial Services 1.5%
Value ($000) $3,141,810 Shares 58,594 Est. Cost $3407.29 Unrealized
SNY Sanofi ADR 1.4%
Value ($000) $3,106,370 Shares 72,834 Est. Cost $7609.95 Unrealized
VFC VF Corp 1.4%
Value ($000) $3,080,130 Shares 49,480 Est. Cost $67.70 Unrealized -7.8%
CVX Chevron Corp 1.4%
Value ($000) $3,040,828 Shares 33,802 Est. Cost $64.32 Unrealized -9.2%
DKS Dick's Sporting Goods Inc 1.3%
Value ($000) $2,805,235 Shares 79,356 Est. Cost $37.39 Unrealized -14.9%
Broadcom Corp Cl A 1.2%
Value ($000) $2,698,344 Shares 46,668 Est. Cost $3495.35 Unrealized
CSCO Cisco Systems 1.2%
Value ($000) $2,688,808 Shares 99,017 Est. Cost $19.91 Unrealized +1.3%
IGSB iShares Barclays 1-3 Yr Credit Bond ETF 1.2%
Value ($000) $2,688,325 Shares 25,701 Est. Cost $105.53 Unrealized
United Technologies Corp 1.2%
Value ($000) $2,677,087 Shares 27,866 Est. Cost $4301.63 Unrealized
WM Waste Management Inc 1.2%
Value ($000) $2,671,008 Shares 50,047 Est. Cost $42.59 Unrealized +3.1%
QCOM Qualcomm Inc 1.2%
Value ($000) $2,621,216 Shares 52,440 Est. Cost $46.56 Unrealized -14.1%
FLR Fluor Corporation New 1.2%
Value ($000) $2,606,450 Shares 55,198 Est. Cost $45.83 Unrealized -6.6%
Express Scripts Holdings 1.2%
Value ($000) $2,603,245 Shares 29,782 Est. Cost $4625.01 Unrealized
CSX CSX Corp 1.2%
Value ($000) $2,602,707 Shares 100,297 Est. Cost $9.10 Unrealized -14.3%
MA Mastercard Inc Class A 1.2%
Value ($000) $2,586,563 Shares 26,567 Est. Cost $84.49 Unrealized +9.1%
IVV iShares Core S&P 500 ETF 1.1%
Value ($000) $2,377,107 Shares 11,603 Est. Cost $4486.64 Unrealized
SO Southern Company Inc 1.1%
Value ($000) $2,340,904 Shares 50,030 Est. Cost $28.22 Unrealized +5.0%
T AT&T Inc 1.1%
Value ($000) $2,313,143 Shares 67,223 Est. Cost $11.85 Unrealized +4.9%
IJR iShares Core S&P Small-Cap ETF 1.1%
Value ($000) $2,290,618 Shares 20,803 Est. Cost $106662.66 Unrealized
Monsanto Co New Del 1.0%
Value ($000) $2,166,356 Shares 21,989 Est. Cost $6466.52 Unrealized
NUE Nucor Corp 0.9%
Value ($000) $1,965,794 Shares 48,779 Est. Cost $35.80 Unrealized -9.4%
EXC Exelon Corp 0.9%
Value ($000) $1,945,788 Shares 70,068 Est. Cost $15.94 Unrealized -11.1%
Spectra Energy Corp 0.9%
Value ($000) $1,896,742 Shares 79,229 Est. Cost $3278.17 Unrealized
iBonds Sep 2017 AMT-Free Muni Term ETF 0.9%
Value ($000) $1,856,518 Shares 67,880 Est. Cost $26784.37 Unrealized
Guggenheim BulletShares 2020 Corp ETF 0.9%
Value ($000) $1,844,921 Shares 88,316 Est. Cost $21.46 Unrealized
SLB Schlumberger Ltd 0.8%
Value ($000) $1,832,960 Shares 26,279 Est. Cost $65.56 Unrealized -14.4%
iBonds Sep 2020 AMT-Free Muni Term ETF 0.8%
Value ($000) $1,811,609 Shares 70,960 Est. Cost $25.45 Unrealized
iBonds Sep 2019 AMT-Free Muni Term ETF 0.8%
Value ($000) $1,783,716 Shares 69,622 Est. Cost $3743.63 Unrealized
iBonds Sep 2016 AMT-Free Muni Term ETF 0.8%
Value ($000) $1,765,157 Shares 66,569 Est. Cost $26516.20 Unrealized
WDC Western Digital Corp 0.8%
Value ($000) $1,745,473 Shares 29,067 Est. Cost $43.55 Unrealized 0.0%
iBonds Sep 2018 AMT-Free Muni Term ETF 0.8%
Value ($000) $1,742,097 Shares 68,264 Est. Cost $12339.18 Unrealized
TMUS T-Mobile US Inc 0.6%
Value ($000) $1,329,454 Shares 33,984 Est. Cost $31.93 Unrealized +16.9%
Patterson Companies 0.6%
Value ($000) $1,326,914 Shares 29,350 Est. Cost $48.79 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.5%
Value ($000) $1,077,501 Shares 7,734 Est. Cost $93180.72 Unrealized
LARK Landmark Bancshares 0.5%
Value ($000) $1,064,899 Shares 40,536 Est. Cost $17.61 Unrealized +11.5%
JKHY Jack Henry & Assoc Inc 0.4%
Value ($000) $967,320 Shares 12,392 Est. Cost $57.27 Unrealized +18.7%
AGG iShares Core Total U.S. Bond Market ETF 0.4%
Value ($000) $903,720 Shares 8,367 Est. Cost $104889.27 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.3%
Value ($000) $700,773 Shares 9,012 Est. Cost $76.84 Unrealized
Amazon.com Inc 0.3%
Value ($000) $618,439 Shares 915 Est. Cost $675889.60 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $609,450 Shares 8,302 Est. Cost $71.94 Unrealized
IYW iShares DJ US Technology Sector ETF 0.2%
Value ($000) $527,979 Shares 4,933 Est. Cost $80629.23 Unrealized
Westar Energy 0.2%
Value ($000) $464,729 Shares 10,958 Est. Cost $35.56 Unrealized
USB US Bancorp New 0.2%
Value ($000) $448,291 Shares 10,506 Est. Cost $29.81 Unrealized -0.7%
PFE Pfizer 0.2%
Value ($000) $436,038 Shares 13,508 Est. Cost $20.39 Unrealized -0.0%
CAT Caterpillar Inc 0.2%
Value ($000) $426,381 Shares 6,274 Est. Cost $61.25 Unrealized -10.9%
Berkshire Hathaway Class A 0.2%
Value ($000) $395,600 Shares 2 Est. Cost $197800000.00 Unrealized
XLF SPDR Financial Sector ETF 0.2%
Value ($000) $386,570 Shares 16,222 Est. Cost $16175.48 Unrealized
IXJ iShares S&P Global Health Care Sector ETF 0.2%
Value ($000) $379,591 Shares 3,699 Est. Cost $78481.50 Unrealized
IBM IBM Corporation 0.2%
Value ($000) $373,776 Shares 2,716 Est. Cost $96.79 Unrealized -9.6%
XLY SPDR Consumer Discretionary Sector ETF 0.2%
Value ($000) $340,703 Shares 4,359 Est. Cost $53905.71 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $338,009 Shares 7,868 Est. Cost $29.42 Unrealized +4.9%
Berkshire Hathaway Class B 0.2%
Value ($000) $336,702 Shares 2,550 Est. Cost $132040.00 Unrealized
Boeing 0.1%
Value ($000) $282,963 Shares 1,957 Est. Cost $144590.19 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $279,312 Shares 5,288 Est. Cost $40.23 Unrealized -8.6%
MDY SPDR S&P Midcap 400 Index ETF 0.1%
Value ($000) $276,904 Shares 1,090 Est. Cost $262.64 Unrealized
DE Deere & Co 0.1%
Value ($000) $271,521 Shares 3,560 Est. Cost $72.02 Unrealized -9.7%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $270,252 Shares 2,464 Est. Cost $113.64 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $266,218 Shares 3,339 Est. Cost $72954.70 Unrealized
COP Conocophillips 0.1%
Value ($000) $263,005 Shares 5,633 Est. Cost $45.89 Unrealized -16.4%
IXC iShares S&P Global Energy Sector ETF 0.1%
Value ($000) $262,669 Shares 9,371 Est. Cost $21971.45 Unrealized
EXI iShares S&P Global Industrials Sector ETF 0.1%
Value ($000) $258,444 Shares 3,822 Est. Cost $46553.42 Unrealized
PSX Phillips 66 0.1%
Value ($000) $240,328 Shares 2,938 Est. Cost $52.01 Unrealized +13.6%
Dupont 0.1%
Value ($000) $232,301 Shares 3,488 Est. Cost $65.45 Unrealized
MMM 3M Company 0.1%
Value ($000) $220,085 Shares 1,461 Est. Cost $94.05 Unrealized -2.1%
IYR iShares DJ US Real Estate Index ETF 0.1%
Value ($000) $210,224 Shares 2,800 Est. Cost $75080.00 Unrealized
Archer-Daniels-Midland 0.1%
Value ($000) $201,300 Shares 5,488 Est. Cost $36680.03 Unrealized
UPS United Parcel Service 0.1%
Value ($000) $200,832 Shares 2,087 Est. Cost $69.25 Unrealized +2.0%
Bank Of America 0.1%
Value ($000) $177,557 Shares 10,550 Est. Cost $16830.05 Unrealized
CMS CMS Energy 0.1%
Value ($000) $176,323 Shares 4,887 Est. Cost $24.47 Unrealized +7.9%
IFGL iShares International Developed Real Estate ETF 0.1%
Value ($000) $168,175 Shares 6,031 Est. Cost $30.86 Unrealized
WEC Wec Energy Group Inc Common 0.1%
Value ($000) $163,987 Shares 3,196 Est. Cost $34.80 Unrealized +5.7%
GIS General Mills Incorporated 0.1%
Value ($000) $160,871 Shares 2,790 Est. Cost $38.96 Unrealized +3.8%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $160,023 Shares 1,903 Est. Cost $38005.29 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $155,860 Shares 2,631 Est. Cost $41.09 Unrealized -7.6%
PRU Prudential Financial 0.1%
Value ($000) $154,760 Shares 1,901 Est. Cost $51.11 Unrealized +2.9%
TXNM PNM Resources Inc 0.1%
Value ($000) $154,073 Shares 5,040 Est. Cost $26.77 Unrealized +7.1%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $150,660 Shares 739 Est. Cost $21977.65 Unrealized
Guggenheim BulletShares 2019 Corp ETF 0.1%
Value ($000) $146,181 Shares 7,007 Est. Cost $5931.20 Unrealized
Alaska Air Group Inc 0.1%
Value ($000) $144,113 Shares 1,790 Est. Cost $80510.05 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $143,916 Shares 1,708 Est. Cost $62.52 Unrealized +11.5%
PNW Pinnacle West Capital Cp 0.1%
Value ($000) $140,308 Shares 2,176 Est. Cost $39.75 Unrealized +7.6%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $134,072 Shares 1,949 Est. Cost $43.45 Unrealized +7.5%
D Dominion Resources Inc 0.1%
Value ($000) $129,666 Shares 1,917 Est. Cost $44.62 Unrealized -0.1%
ES Eversource Energy 0.1%
Value ($000) $128,543 Shares 2,517 Est. Cost $33.64 Unrealized +6.7%
PM Philip Morris Intl Inc 0.1%
Value ($000) $127,470 Shares 1,450 Est. Cost $47.21 Unrealized +10.7%
VTI Vanguard US Total Stock Market ETF 0.1%
Value ($000) $125,160 Shares 1,200 Est. Cost $78251.66 Unrealized
Guggenheim BulletShares 2017 Corp ETF 0.1%
Value ($000) $123,995 Shares 5,506 Est. Cost $8546.11 Unrealized
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $123,392 Shares 3,200 Est. Cost $38.35 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $120,309 Shares 2,132 Est. Cost $22.53 Unrealized +5.5%
CL Colgate-Palmolive 0.1%
Value ($000) $119,916 Shares 1,800 Est. Cost $53.04 Unrealized -1.0%
Automatic Data Processing 0.1%
Value ($000) $117,507 Shares 1,387 Est. Cost $84720.26 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $116,486 Shares 986 Est. Cost $72.15 Unrealized +20.9%
Guggenheim BulletShares 2018 Corp ETF 0.1%
Value ($000) $116,325 Shares 5,534 Est. Cost $8251.56 Unrealized
HSY Hershey Co 0.0%
Value ($000) $104,000 Shares 1,165 Est. Cost $74.07 Unrealized -5.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $100,440 Shares 789 Est. Cost $76.34 Unrealized +11.3%
MCK McKesson Corp 0.0%
Value ($000) $98,615 Shares 500 Est. Cost $204.26 Unrealized -14.6%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $98,173 Shares 816 Est. Cost $118.58 Unrealized
HON Honeywell International 0.0%
Value ($000) $97,977 Shares 946 Est. Cost $73.69 Unrealized +0.8%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $91,366 Shares 1,100 Est. Cost $83060.00 Unrealized
XLK SPDR Technology Sector ETF 0.0%
Value ($000) $90,371 Shares 2,110 Est. Cost $40.46 Unrealized
XLP SPDR Consumer Staples Sector ETF 0.0%
Value ($000) $89,115 Shares 1,765 Est. Cost $12051.92 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $88,650 Shares 1,918 Est. Cost $28.02 Unrealized -3.9%
MUB iShares S&P National Mun Bond ETF 0.0%
Value ($000) $88,347 Shares 798 Est. Cost $110.27 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $88,125 Shares 1,410 Est. Cost $47.47 Unrealized +19.4%
Anadarko Petroleum Corp 0.0%
Value ($000) $88,124 Shares 1,814 Est. Cost $48579.93 Unrealized
Inland Real Estate Corp Common New 0.0%
Value ($000) $87,084 Shares 8,200 Est. Cost $9.39 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $85,732 Shares 868 Est. Cost $105.25 Unrealized
Guggenheim BulletShares 2021 Corp ETF 0.0%
Value ($000) $85,146 Shares 4,150 Est. Cost $421.13 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $84,405 Shares 1,450 Est. Cost $26.11 Unrealized +12.9%
OXY Occidental Petroleum 0.0%
Value ($000) $79,442 Shares 1,175 Est. Cost $55.64 Unrealized -3.9%
SCI Service Corp International 0.0%
Value ($000) $79,361 Shares 3,050 Est. Cost $24.32 Unrealized +12.4%
NEE Nextera Energy Inc 0.0%
Value ($000) $79,164 Shares 762 Est. Cost $19.29 Unrealized +1.1%
McGraw-Hill Cos Inc 0.0%
Value ($000) $78,864 Shares 800 Est. Cost $103.75 Unrealized
XLU SPDR Utilities Select Sector ETF 0.0%
Value ($000) $77,255 Shares 1,785 Est. Cost $31532.60 Unrealized
Amgen Inc 0.0%
Value ($000) $77,107 Shares 475 Est. Cost $162330.53 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.0%
Value ($000) $76,843 Shares 674 Est. Cost $120.66 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $75,163 Shares 811 Est. Cost $74.03 Unrealized -3.6%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $74,121 Shares 1,533 Est. Cost $2568.83 Unrealized
KR Kroger Co 0.0%
Value ($000) $73,286 Shares 1,752 Est. Cost $29.84 Unrealized +6.1%
Guggenheim BulletShares 2024 Corp ETF 0.0%
Value ($000) $71,389 Shares 3,611 Est. Cost $20.74 Unrealized
EQBK Equity Bancshares 0.0%
Value ($000) $70,170 Shares 3,000 Est. Cost $22.40 Unrealized 0.0%
ORCL Oracle Systems Corp 0.0%
Value ($000) $70,138 Shares 1,920 Est. Cost $36.94 Unrealized -11.2%
MBB iShares Barclays MBS Bond ETF 0.0%
Value ($000) $70,005 Shares 650 Est. Cost $9378.77 Unrealized
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $66,990 Shares 6,112 Est. Cost $10.96 Unrealized
CLX Clorox Company 0.0%
Value ($000) $66,586 Shares 525 Est. Cost $80.19 Unrealized +16.3%
Nuveen Municipal Value CEF 0.0%
Value ($000) $66,170 Shares 6,500 Est. Cost $10180.00 Unrealized
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $65,640 Shares 1,000 Est. Cost $62.34 Unrealized
Guggenheim BulletShares 2025 Corp ETF 0.0%
Value ($000) $65,303 Shares 3,325 Est. Cost $19640.00 Unrealized
SPDR Nuveen Barclays Muni Bond ETF 0.0%
Value ($000) $64,729 Shares 2,655 Est. Cost $4152.29 Unrealized
Guggenheim BulletShares 2016 Corp ETF 0.0%
Value ($000) $62,376 Shares 2,825 Est. Cost $15833.58 Unrealized
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $60,441 Shares 1,002 Est. Cost $75.31 Unrealized
Corenergy Intratructure Tr Inc 0.0%
Value ($000) $59,360 Shares 4,000 Est. Cost $14840.00 Unrealized
PPL PPL Corp 0.0%
Value ($000) $58,738 Shares 1,721 Est. Cost $20.25 Unrealized +6.0%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $58,159 Shares 1,367 Est. Cost $26.02 Unrealized +6.0%
Unilever N V NY Shares 0.0%
Value ($000) $54,410 Shares 1,256 Est. Cost $41.76 Unrealized
DEM Wisdomtree Emerging Mkts Equity Income ETF 0.0%
Value ($000) $53,820 Shares 1,701 Est. Cost $33.51 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $53,811 Shares 285 Est. Cost $137.50 Unrealized +13.2%
TSN Tyson Foods Cl A 0.0%
Value ($000) $51,197 Shares 960 Est. Cost $31.83 Unrealized +18.3%
American Electrical Power Inc 0.0%
Value ($000) $50,404 Shares 865 Est. Cost $58270.52 Unrealized
CAG Conagra 0.0%
Value ($000) $50,213 Shares 1,191 Est. Cost $20.66 Unrealized +8.6%
VWOB Vanguard Emerging Market Govt Bond Index ETF 0.0%
Value ($000) $49,923 Shares 675 Est. Cost $8286.91 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $48,869 Shares 328 Est. Cost $147.93 Unrealized -10.6%
IDA Idacorp Inc 0.0%
Value ($000) $47,600 Shares 700 Est. Cost $59.55 Unrealized +13.1%
RWR SPDR Dow Jones REIT Index ETF 0.0%
Value ($000) $46,273 Shares 505 Est. Cost $91.35 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $46,022 Shares 1,352 Est. Cost $35.77 Unrealized -13.4%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $44,697 Shares 248 Est. Cost $157.82 Unrealized -4.2%
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $43,942 Shares 1,391 Est. Cost $25.29 Unrealized -0.7%
HRL Hormel Foods Corp 0.0%
Value ($000) $43,494 Shares 550 Est. Cost $22.00 Unrealized +26.6%
Cerner Corp 0.0%
Value ($000) $42,600 Shares 708 Est. Cost $72.85 Unrealized
AAL American Airls Group Inc Common 0.0%
Value ($000) $42,350 Shares 1,000 Est. Cost $48.17 Unrealized -14.1%
Unilever PLC ADR 0.0%
Value ($000) $40,705 Shares 944 Est. Cost $42.26 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $40,233 Shares 342 Est. Cost $99.07 Unrealized +0.2%
KIM Kimco Realty Corp 0.0%
Value ($000) $39,690 Shares 1,500 Est. Cost $15.88 Unrealized 0.0%
UNP Union Pacific 0.0%
Value ($000) $39,100 Shares 500 Est. Cost $91.06 Unrealized -25.0%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $38,320 Shares 450 Est. Cost $84.44 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $38,151 Shares 709 Est. Cost $44.88 Unrealized +3.0%
F Ford Motor Company New 0.0%
Value ($000) $38,043 Shares 2,700 Est. Cost $8.76 Unrealized -4.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $37,910 Shares 480 Est. Cost $24.27 Unrealized +7.0%
Market Vectors Intermediate Muni ETF 0.0%
Value ($000) $37,177 Shares 1,551 Est. Cost $23.81 Unrealized
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $36,166 Shares 1,300 Est. Cost $35.22 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $35,966 Shares 1,305 Est. Cost $29.89 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $35,830 Shares 165 Est. Cost $151.08 Unrealized +9.5%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $35,077 Shares 603 Est. Cost $13.68 Unrealized +18.1%
SPDR Nuveen Barclays Build America Bond ETF 0.0%
Value ($000) $34,937 Shares 586 Est. Cost $63.87 Unrealized
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.0%
Value ($000) $34,915 Shares 612 Est. Cost $57.93 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $34,229 Shares 445 Est. Cost $58.80 Unrealized -0.4%
PowerShares Insured Natl AMT Free Muni ETF 0.0%
Value ($000) $33,977 Shares 1,334 Est. Cost $25.17 Unrealized
American Express 0.0%
Value ($000) $33,940 Shares 488 Est. Cost $69549.18 Unrealized
IYM iShares DJ US Basic Materials Sector ETF 0.0%
Value ($000) $33,572 Shares 476 Est. Cost $81.89 Unrealized
Powershares DB Commodity Index ETF 0.0%
Value ($000) $33,534 Shares 2,510 Est. Cost $16.99 Unrealized
Chubb Corporation 0.0%
Value ($000) $32,895 Shares 248 Est. Cost $104.67 Unrealized
Ashland Inc New 0.0%
Value ($000) $30,810 Shares 300 Est. Cost $102700.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $30,483 Shares 640 Est. Cost $69.43 Unrealized -33.4%
Guggenheim BulletShares 2023 Corp ETF 0.0%
Value ($000) $30,254 Shares 1,518 Est. Cost $269.72 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $29,905 Shares 335 Est. Cost $64.05 Unrealized -0.7%
Kellogg Co 0.0%
Value ($000) $28,908 Shares 400 Est. Cost $42.08 Unrealized +8.6%
NTRS Northern Trust Company 0.0%
Value ($000) $28,836 Shares 400 Est. Cost $51.14 Unrealized +6.8%
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $28,175 Shares 2,500 Est. Cost $11.20 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $28,089 Shares 596 Est. Cost $60.37 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $27,971 Shares 933 Est. Cost $22.50 Unrealized -9.5%
Credit Suisse Equal Weight MLP Index ETN 0.0%
Value ($000) $27,878 Shares 1,498 Est. Cost $27.55 Unrealized
Bunge Limited F 0.0%
Value ($000) $27,312 Shares 400 Est. Cost $88.33 Unrealized
DWX SPDR S&P Intl Dividend - ETF 0.0%
Value ($000) $26,688 Shares 800 Est. Cost $18783.75 Unrealized
Dow Chemical 0.0%
Value ($000) $26,358 Shares 512 Est. Cost $48.40 Unrealized
Baxalta Inc Common 0.0%
Value ($000) $26,345 Shares 675 Est. Cost $31.11 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $26,290 Shares 1,000 Est. Cost $33.53 Unrealized -19.9%
Market Vectors Long-Term Muni ETF 0.0%
Value ($000) $25,498 Shares 1,280 Est. Cost $19.98 Unrealized
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $24,685 Shares 1,624 Est. Cost $6.50 Unrealized 0.0%
Cohen & Steers Quality Income Realty Fund CEF 0.0%
Value ($000) $24,440 Shares 2,000 Est. Cost $12.50 Unrealized
Anthem Inc. 0.0%
Value ($000) $24,402 Shares 175 Est. Cost $139440.00 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $23,926 Shares 350 Est. Cost $24.64 Unrealized -8.3%
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $23,532 Shares 236 Est. Cost $15725.92 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $23,448 Shares 400 Est. Cost $23.78 Unrealized +6.1%
GLW Corning Inc 0.0%
Value ($000) $23,380 Shares 1,279 Est. Cost $17.18 Unrealized -19.4%
Amtrust Finl Services Inc 0.0%
Value ($000) $23,093 Shares 375 Est. Cost $61581.33 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $22,733 Shares 541 Est. Cost $44.60 Unrealized -0.5%
TRV Travelers Co Inc 0.0%
Value ($000) $22,685 Shares 201 Est. Cost $80.92 Unrealized +9.8%
LUV Southwest Airlines 0.0%
Value ($000) $22,607 Shares 525 Est. Cost $38.60 Unrealized +1.9%
CDK Global Inc Common 0.0%
Value ($000) $22,406 Shares 472 Est. Cost $53.63 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $21,924 Shares 400 Est. Cost $41.73 Unrealized +1.3%
CCL Carnival Corp New F 0.0%
Value ($000) $21,792 Shares 400 Est. Cost $39.90 Unrealized +12.8%
LFUS Littelfuse Inc 0.0%
Value ($000) $21,402 Shares 200 Est. Cost $97.71 Unrealized +5.4%
Astrazeneca Plc ADR F 0.0%
Value ($000) $20,710 Shares 610 Est. Cost $33950.82 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $19,834 Shares 375 Est. Cost $34.44 Unrealized +12.0%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $19,782 Shares 1,575 Est. Cost $6.02 Unrealized +7.4%
DLTR Dollar Tree Inc 0.0%
Value ($000) $19,614 Shares 254 Est. Cost $79.07 Unrealized -11.6%
HPQ Hp Inc Common 0.0%
Value ($000) $19,228 Shares 1,624 Est. Cost $9.12 Unrealized 0.0%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $19,006 Shares 180 Est. Cost $105588.89 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $18,360 Shares 1,000 Est. Cost $15.01 Unrealized -15.6%
Cepheid Common 0.0%
Value ($000) $18,265 Shares 500 Est. Cost $56.00 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $18,158 Shares 450 Est. Cost $44.05 Unrealized
Baxter Intl Inc 0.0%
Value ($000) $18,121 Shares 475 Est. Cost $38149.47 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $17,705 Shares 550 Est. Cost $37.94 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $17,678 Shares 250 Est. Cost $38.94 Unrealized +16.8%
WR Berkley Corp 0.0%
Value ($000) $17,520 Shares 320 Est. Cost $54750.00 Unrealized
Southwest Bancorp, Inc. 0.0%
Value ($000) $17,480 Shares 1,000 Est. Cost $18.00 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $16,944 Shares 167 Est. Cost $109.65 Unrealized
Invesco Tr Invt Grade Muns Common 0.0%
Value ($000) $16,716 Shares 1,254 Est. Cost $12.76 Unrealized
FAST Fastenol Co 0.0%
Value ($000) $16,328 Shares 400 Est. Cost $8.09 Unrealized -6.9%
IYZ iShares DJ US Telecommunication Sector ETF 0.0%
Value ($000) $16,238 Shares 564 Est. Cost $29.85 Unrealized
Ingersoll-Rand PLC ADR 0.0%
Value ($000) $16,200 Shares 293 Est. Cost $68.26 Unrealized
Vectren Corp 0.0%
Value ($000) $16,077 Shares 379 Est. Cost $40.12 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $16,068 Shares 250 Est. Cost $43.71 Unrealized +2.0%
SHYG iShares 0-5 Year High Yield Corp Bond ETF 0.0%
Value ($000) $15,586 Shares 350 Est. Cost $49.06 Unrealized
Federal Realty Invs Trust 0.0%
Value ($000) $15,341 Shares 105 Est. Cost $146.67 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $15,208 Shares 200 Est. Cost $58.94 Unrealized +4.7%
IP International Paper Co 0.0%
Value ($000) $15,080 Shares 400 Est. Cost $32.75 Unrealized -24.0%
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $15,008 Shares 180 Est. Cost $79.17 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $14,666 Shares 253 Est. Cost $31.81 Unrealized +0.7%
BP PLC ADR - F 0.0%
Value ($000) $14,505 Shares 464 Est. Cost $31260.78 Unrealized
Bemis Co Inc 0.0%
Value ($000) $14,435 Shares 323 Est. Cost $44690.40 Unrealized
Energen Corp 0.0%
Value ($000) $14,347 Shares 350 Est. Cost $40991.43 Unrealized
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $13,658 Shares 100 Est. Cost $117.97 Unrealized +19.0%
MAT Mattel Inc 0.0%
Value ($000) $13,585 Shares 500 Est. Cost $26.53 Unrealized -7.3%
NSC Norfolk Southern Corp 0.0%
Value ($000) $13,534 Shares 160 Est. Cost $77.43 Unrealized -10.7%
PowerShares DB G10 Currency Harvest ETF 0.0%
Value ($000) $13,421 Shares 575 Est. Cost $24.35 Unrealized
Raytheon Company 0.0%
Value ($000) $13,076 Shares 105 Est. Cost $106.98 Unrealized
Lexmark Intl Inc Class A 0.0%
Value ($000) $12,980 Shares 400 Est. Cost $45.00 Unrealized
Eaton Vance Limited Duration Income Fund CEF 0.0%
Value ($000) $12,760 Shares 1,000 Est. Cost $10848.00 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $12,482 Shares 275 Est. Cost $40.43 Unrealized -6.5%
DVN Devon Energy Corp 0.0%
Value ($000) $11,744 Shares 367 Est. Cost $44.24 Unrealized -35.9%
MOS Mosaic Co New 0.0%
Value ($000) $11,726 Shares 425 Est. Cost $36.67 Unrealized -28.7%
HOG Harley Davidson Inc 0.0%
Value ($000) $11,348 Shares 250 Est. Cost $62.87 Unrealized -21.7%
Apartment Invt & Mgmt Co - A REIT 0.0%
Value ($000) $11,048 Shares 276 Est. Cost $36.23 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $10,774 Shares 105 Est. Cost $92.42 Unrealized -6.9%
HP Helmerich & Payne Inc 0.0%
Value ($000) $10,710 Shares 200 Est. Cost $65.43 Unrealized -15.5%
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $10,623 Shares 66 Est. Cost $160.00 Unrealized
H&R Block Inc 0.0%
Value ($000) $10,493 Shares 315 Est. Cost $33311.11 Unrealized
Cypress Income Fund 11 LLC 0.0%
Value ($000) $10,277 Shares 16,575 Est. Cost $0.60 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $10,259 Shares 100 Est. Cost $104.38 Unrealized -13.8%
EMN Eastman Chemical Co 0.0%
Value ($000) $10,127 Shares 150 Est. Cost $51.07 Unrealized -1.5%
Habit Restaurants Inc 0.0%
Value ($000) $9,801 Shares 425 Est. Cost $23061.18 Unrealized
Century Link, Inc. 0.0%
Value ($000) $9,787 Shares 389 Est. Cost $33.42 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $9,311 Shares 165 Est. Cost $34.92 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $8,768 Shares 200 Est. Cost $40.73 Unrealized -15.2%
American Financial Group 0.0%
Value ($000) $8,650 Shares 120 Est. Cost $72083.34 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $8,367 Shares 115 Est. Cost $47.82 Unrealized -1.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $8,270 Shares 202 Est. Cost $39.66 Unrealized -9.3%
Viacom Inc Cl B 0.0%
Value ($000) $8,067 Shares 196 Est. Cost $65.56 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $8,059 Shares 206 Est. Cost $43.29 Unrealized
Donnelley Rr & Sons Co 0.0%
Value ($000) $7,875 Shares 535 Est. Cost $15.05 Unrealized
FMC FMC Corp 0.0%
Value ($000) $7,826 Shares 200 Est. Cost $39.05 Unrealized -30.5%
TMO Thermo Fisher Corp 0.0%
Value ($000) $7,802 Shares 55 Est. Cost $126.07 Unrealized +2.7%
MCHP Microchip Technology Inc 0.0%
Value ($000) $7,446 Shares 160 Est. Cost $17.51 Unrealized +9.9%
XEL Xcel Energy Inc 0.0%
Value ($000) $7,182 Shares 200 Est. Cost $25.33 Unrealized +2.7%
Cabelas Inc 0.0%
Value ($000) $7,010 Shares 150 Est. Cost $53.33 Unrealized
CPB Campbell Soup Company 0.0%
Value ($000) $6,832 Shares 130 Est. Cost $35.52 Unrealized +4.9%
Noble Energy Inc 0.0%
Value ($000) $6,586 Shares 200 Est. Cost $50.00 Unrealized
Plum Creek Timber Co REIT 0.0%
Value ($000) $6,538 Shares 137 Est. Cost $43.80 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $6,534 Shares 200 Est. Cost $29.72 Unrealized +10.3%
EIX Edison International 0.0%
Value ($000) $6,513 Shares 110 Est. Cost $39.30 Unrealized +3.6%
O Realty Income Corp 0.0%
Value ($000) $6,454 Shares 125 Est. Cost $27.77 Unrealized +7.2%
ALLE Allegion Pub Ltd Co 0.0%
Value ($000) $6,394 Shares 97 Est. Cost $54.51 Unrealized +4.9%
Invesco Advantage Muni Income Trust - CEF 0.0%
Value ($000) $6,031 Shares 512 Est. Cost $11779.30 Unrealized
EMC Corporation 0.0%
Value ($000) $5,855 Shares 228 Est. Cost $25.38 Unrealized
WPX Energy Inc. 0.0%
Value ($000) $5,740 Shares 1,000 Est. Cost $5740.00 Unrealized
FHI Federated Invs Inc Pa Class B 0.0%
Value ($000) $5,730 Shares 200 Est. Cost $19.82 Unrealized -5.1%
SWX Southwest Gas Corp 0.0%
Value ($000) $5,516 Shares 100 Est. Cost $59.06 Unrealized -3.4%
YUM Yum Brands Inc 0.0%
Value ($000) $5,479 Shares 75 Est. Cost $51.97 Unrealized -16.7%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $5,401 Shares 164 Est. Cost $25.40 Unrealized +9.8%
Nashville Area ETF 0.0%
Value ($000) $5,188 Shares 200 Est. Cost $30.00 Unrealized
Celgene Corp 0.0%
Value ($000) $4,790 Shares 40 Est. Cost $125.00 Unrealized
iShares FTSE NAREIT Mortgage REIT Index ETF 0.0%
Value ($000) $4,780 Shares 500 Est. Cost $11.68 Unrealized
Potbelly Corp Common 0.0%
Value ($000) $4,684 Shares 400 Est. Cost $12.50 Unrealized
Reynolds American Inc 0.0%
Value ($000) $4,615 Shares 100 Est. Cost $44.44 Unrealized
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $4,581 Shares 142 Est. Cost $35.21 Unrealized
Weight Watchers Intl Inc 0.0%
Value ($000) $4,560 Shares 200 Est. Cost $22800.00 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $4,300 Shares 200 Est. Cost $23.54 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $4,254 Shares 39 Est. Cost $128.21 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $4,147 Shares 80 Est. Cost $37.21 Unrealized +2.3%
Deutsche Mun Income Tr Common 0.0%
Value ($000) $4,044 Shares 300 Est. Cost $13480.00 Unrealized
TJX TJX Cos Inc 0.0%
Value ($000) $3,900 Shares 55 Est. Cost $30.34 Unrealized +1.8%
Whitewave Foods 0.0%
Value ($000) $3,891 Shares 100 Est. Cost $40.00 Unrealized
INTG Intergroup Corp Com 0.0%
Value ($000) $3,824 Shares 150 Est. Cost $19.09 Unrealized +39.2%
Windstream Hldgs Inc Common New 0.0%
Value ($000) $3,220 Shares 500 Est. Cost $6.00 Unrealized
Templeton Global Income CEF 0.0%
Value ($000) $3,175 Shares 500 Est. Cost $8.00 Unrealized
America Movil S.A.B. DE C.V. 0.0%
Value ($000) $3,164 Shares 225 Est. Cost $20.00 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $3,158 Shares 34 Est. Cost $34.87 Unrealized +9.6%
Becton Dickinson & Co 0.0%
Value ($000) $3,082 Shares 20 Est. Cost $154100.00 Unrealized
Southwestern Energy Co 0.0%
Value ($000) $2,844 Shares 400 Est. Cost $22.50 Unrealized
Quidel Corp 0.0%
Value ($000) $2,544 Shares 120 Est. Cost $25.00 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $2,399 Shares 5 Est. Cost $13.65 Unrealized -10.4%
Time Warner Inc 0.0%
Value ($000) $2,134 Shares 33 Est. Cost $90.91 Unrealized
Spirit Airlines 0.0%
Value ($000) $1,993 Shares 50 Est. Cost $80.00 Unrealized
Communications Sales & Leasing Inc 0.0%
Value ($000) $1,869 Shares 100 Est. Cost $18690.00 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1,860 Shares 1,000 Est. Cost $1.68 Unrealized +10.9%
CMI Cummins Inc 0.0%
Value ($000) $1,760 Shares 20 Est. Cost $96.53 Unrealized -21.5%
Nordic American Offshore Ltd, Hamilton, Bermuda Shs 0.0%
Value ($000) $1,581 Shares 300 Est. Cost $5270.00 Unrealized
Time Warner Cable, Inc. 0.0%
Value ($000) $1,485 Shares 8 Est. Cost $125.00 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $1,118 Shares 95 Est. Cost $19.83 Unrealized -48.9%
Alcoa Inc Com 0.0%
Value ($000) $987 Shares 100 Est. Cost $9870.00 Unrealized
Halyard Health Inc Common 0.0%
Value ($000) $601 Shares 18 Est. Cost $55.56 Unrealized
Talen Energy Corp Common 0.0%
Value ($000) $548 Shares 88 Est. Cost $6227.27 Unrealized
Royce Value Trust CEF 0.0%
Value ($000) $377 Shares 32 Est. Cost $14.02 Unrealized
CC Chemours Common 0.0%
Value ($000) $139 Shares 26 Est. Cost $7.40 Unrealized -37.7%
Time Inc New Common 0.0%
Value ($000) $63 Shares 4 Est. Cost Unrealized