Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 8, 2016

Total Value ($000): $218,601 (100.0% shares, 0.0% debt)

Holdings (346)

VEA Vanguard FTSE Developed Markets ETF 4.6%
Value ($000) $10,130 Shares 282,338 Est. Cost $22218.93 Unrealized
Apple Inc 2.8%
Value ($000) $6,026 Shares 55,288 Est. Cost $90566.09 Unrealized
JPM JPMorgan Chase & Co 2.3%
Value ($000) $5,059 Shares 85,431 Est. Cost $46.12 Unrealized -2.7%
JNJ Johnson & Johnson 2.3%
Value ($000) $4,973 Shares 45,960 Est. Cost $74.51 Unrealized +5.7%
PEP Pepsico Inc 2.0%
Value ($000) $4,323 Shares 42,182 Est. Cost $70.02 Unrealized +4.6%
HD Home Depot Inc 1.9%
Value ($000) $4,178 Shares 31,310 Est. Cost $88.05 Unrealized +11.7%
MSFT Microsoft 1.9%
Value ($000) $4,163 Shares 75,367 Est. Cost $38.31 Unrealized +20.3%
AMT American Tower REIT 1.9%
Value ($000) $4,134 Shares 40,384 Est. Cost $74.21 Unrealized -1.4%
XOM Exxon Mobil Corp 1.9%
Value ($000) $4,051 Shares 48,458 Est. Cost $54.74 Unrealized -5.1%
WMT Wal-Mart Stores Inc 1.8%
Value ($000) $4,013 Shares 58,594 Est. Cost $20.52 Unrealized -10.8%
GOOGL Alphabet Inc - A 1.8%
Value ($000) $4,001 Shares 5,244 Est. Cost $36.70 Unrealized -0.4%
Blackrock Inc 1.8%
Value ($000) $3,993 Shares 11,725 Est. Cost $9723.55 Unrealized
General Electric 1.8%
Value ($000) $3,946 Shares 124,122 Est. Cost $25.32 Unrealized
GILD Gilead Sciences Inc 1.8%
Value ($000) $3,902 Shares 42,482 Est. Cost $71.67 Unrealized -11.5%
PG Procter & Gamble Co 1.8%
Value ($000) $3,880 Shares 47,137 Est. Cost $60.52 Unrealized +1.9%
INTC Intel Corp 1.8%
Value ($000) $3,839 Shares 118,657 Est. Cost $24.67 Unrealized -1.1%
DKS Dick's Sporting Goods Inc 1.7%
Value ($000) $3,806 Shares 81,411 Est. Cost $37.22 Unrealized -16.9%
Abbott Labs Common 1.7%
Value ($000) $3,767 Shares 90,060 Est. Cost $38189.74 Unrealized
CVS CVS Corporation 1.7%
Value ($000) $3,764 Shares 36,285 Est. Cost $74.84 Unrealized -3.3%
IJR iShares Core S&P Small-Cap ETF 1.7%
Value ($000) $3,614 Shares 32,105 Est. Cost $69153.57 Unrealized
DIS Walt Disney Company 1.6%
Value ($000) $3,530 Shares 35,545 Est. Cost $93.95 Unrealized -5.3%
VFC VF Corp 1.6%
Value ($000) $3,522 Shares 54,387 Est. Cost $66.84 Unrealized -13.1%
Discover Financial Services 1.6%
Value ($000) $3,511 Shares 68,949 Est. Cost $2903.22 Unrealized
CSCO Cisco Systems 1.6%
Value ($000) $3,491 Shares 122,620 Est. Cost $19.73 Unrealized -4.0%
SBUX Starbucks Corporation 1.6%
Value ($000) $3,480 Shares 58,287 Est. Cost $41.83 Unrealized +13.3%
WFC Wells Fargo & Co New 1.5%
Value ($000) $3,368 Shares 69,648 Est. Cost $40.08 Unrealized -7.4%
IJH iShares Core S&P Mid-Cap ETF 1.5%
Value ($000) $3,190 Shares 22,124 Est. Cost $32667.44 Unrealized
Allstate Corp 1.4%
Value ($000) $3,061 Shares 45,441 Est. Cost $62090.01 Unrealized
SNY Sanofi ADR 1.4%
Value ($000) $3,048 Shares 75,896 Est. Cost $7304.55 Unrealized
QCOM Qualcomm Inc 1.4%
Value ($000) $3,004 Shares 58,740 Est. Cost $45.53 Unrealized -18.9%
CVX Chevron Corp 1.4%
Value ($000) $2,993 Shares 31,373 Est. Cost $64.32 Unrealized -10.7%
United Technologies Corp 1.4%
Value ($000) $2,990 Shares 29,866 Est. Cost $4020.27 Unrealized
WM Waste Management Inc 1.4%
Value ($000) $2,985 Shares 50,600 Est. Cost $42.63 Unrealized +7.8%
NVS Novartis AG-ADR 1.3%
Value ($000) $2,946 Shares 40,670 Est. Cost $13001.02 Unrealized
CSX CSX Corp 1.3%
Value ($000) $2,926 Shares 113,628 Est. Cost $8.85 Unrealized -20.8%
FLR Fluor Corporation New 1.3%
Value ($000) $2,907 Shares 54,128 Est. Cost $45.83 Unrealized -6.3%
IVV iShares Core S&P 500 ETF 1.3%
Value ($000) $2,820 Shares 13,648 Est. Cost $3845.32 Unrealized
MA Mastercard Inc Class A 1.3%
Value ($000) $2,786 Shares 29,478 Est. Cost $84.39 Unrealized -1.1%
Express Scripts Holdings 1.2%
Value ($000) $2,611 Shares 38,008 Est. Cost $3638.90 Unrealized
SO Southern Company Inc 1.2%
Value ($000) $2,600 Shares 50,263 Est. Cost $28.22 Unrealized +14.2%
T AT&T Inc 1.2%
Value ($000) $2,574 Shares 65,715 Est. Cost $11.85 Unrealized +16.7%
WDC Western Digital Corp 1.2%
Value ($000) $2,555 Shares 54,092 Est. Cost $37.63 Unrealized -18.3%
Spectra Energy Corp 1.1%
Value ($000) $2,455 Shares 80,245 Est. Cost $3237.05 Unrealized
NUE Nucor Corp 1.1%
Value ($000) $2,396 Shares 50,660 Est. Cost $35.67 Unrealized -9.1%
Cerner Corp 1.1%
Value ($000) $2,393 Shares 45,178 Est. Cost $53.28 Unrealized
EXC Exelon Corp 1.1%
Value ($000) $2,372 Shares 66,138 Est. Cost $15.94 Unrealized -0.6%
VWO Vanguard FTSE Emerging Markets ETF 1.1%
Value ($000) $2,310 Shares 66,792 Est. Cost $21295.58 Unrealized
SLB Schlumberger Ltd 1.0%
Value ($000) $2,140 Shares 29,021 Est. Cost $64.39 Unrealized -17.5%
Monsanto Co New Del 1.0%
Value ($000) $2,096 Shares 23,893 Est. Cost $5958.20 Unrealized
iBonds Sep 2017 Term Muni ETF 0.9%
Value ($000) $2,030 Shares 74,025 Est. Cost $24563.21 Unrealized
iBonds Sep 2016 Term Muni ETF 0.9%
Value ($000) $1,956 Shares 73,933 Est. Cost $23877.72 Unrealized
iBonds Sep 2018 Term Muni ETF 0.9%
Value ($000) $1,879 Shares 73,361 Est. Cost $11483.65 Unrealized
iBonds Sep 2020 Term Muni ETF 0.9%
Value ($000) $1,872 Shares 72,691 Est. Cost $25.46 Unrealized
iBonds Sep 2019 Term Muni ETF 0.8%
Value ($000) $1,851 Shares 72,036 Est. Cost $3619.03 Unrealized
Guggenheim BulletShares 2022 Corp ETF 0.7%
Value ($000) $1,538 Shares 73,057 Est. Cost $21.05 Unrealized
Guggenheim BulletShares 2018 Corp ETF 0.7%
Value ($000) $1,497 Shares 70,878 Est. Cost $663.74 Unrealized
TMUS T-Mobile US Inc 0.6%
Value ($000) $1,401 Shares 36,585 Est. Cost $32.25 Unrealized +13.1%
Patterson Companies 0.6%
Value ($000) $1,366 Shares 29,350 Est. Cost $48.79 Unrealized
MUB iShares National Mun Bond ETF 0.6%
Value ($000) $1,207 Shares 10,807 Est. Cost $111.58 Unrealized
AGG iShares Core Total U.S. Bond Market ETF 0.6%
Value ($000) $1,203 Shares 10,854 Est. Cost $80881.16 Unrealized
JKHY Jack Henry & Assoc Inc 0.5%
Value ($000) $1,048 Shares 12,392 Est. Cost $57.27 Unrealized +24.5%
LARK Landmark Bancshares 0.5%
Value ($000) $1,006 Shares 40,231 Est. Cost $17.61 Unrealized +4.8%
TFI SPDR Nuveen Barclays Muni Bond ETF 0.4%
Value ($000) $808 Shares 16,375 Est. Cost $49.34 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.4%
Value ($000) $789 Shares 9,711 Est. Cost $77.15 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.3%
Value ($000) $737 Shares 13,520 Est. Cost $54.51 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $722 Shares 9,252 Est. Cost $72.57 Unrealized
Westar Energy 0.3%
Value ($000) $716 Shares 14,423 Est. Cost $38.95 Unrealized
FBL Financial Group Inc A 0.3%
Value ($000) $615 Shares 10,000 Est. Cost $61.50 Unrealized
Amazon.com Inc 0.2%
Value ($000) $543 Shares 915 Est. Cost $675889.60 Unrealized
VNQ Vanguard REIT ETF 0.2%
Value ($000) $509 Shares 6,071 Est. Cost $40162.21 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $505 Shares 10,883 Est. Cost $30.09 Unrealized +5.8%
Guggenheim BulletShares 2023 Corp ETF 0.2%
Value ($000) $502 Shares 24,227 Est. Cost $36.32 Unrealized
VUG Vanguard Growth Index ETF 0.2%
Value ($000) $502 Shares 4,716 Est. Cost $106.45 Unrealized
VTV Vanguard Value ETF 0.2%
Value ($000) $495 Shares 6,014 Est. Cost $82.31 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $481 Shares 6,289 Est. Cost $61.25 Unrealized -13.4%
Berkshire Hathaway Class A 0.2%
Value ($000) $427 Shares 2 Est. Cost $197800000.00 Unrealized
USB US Bancorp New 0.2%
Value ($000) $414 Shares 10,206 Est. Cost $29.81 Unrealized -6.8%
IBM IBM Corporation 0.2%
Value ($000) $397 Shares 2,623 Est. Cost $96.79 Unrealized -13.1%
HYG iShares IBOXX High Yield Corp Bond ETF 0.2%
Value ($000) $394 Shares 4,817 Est. Cost $79528.84 Unrealized
PFE Pfizer 0.2%
Value ($000) $389 Shares 13,114 Est. Cost $20.39 Unrealized -8.4%
Berkshire Hathaway Class B 0.2%
Value ($000) $381 Shares 2,685 Est. Cost $125408.25 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.2%
Value ($000) $377 Shares 3,287 Est. Cost $113.91 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.2%
Value ($000) $355 Shares 4,081 Est. Cost $17768.57 Unrealized
CL Colgate-Palmolive 0.2%
Value ($000) $339 Shares 4,800 Est. Cost $52.93 Unrealized -0.1%
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.2%
Value ($000) $328 Shares 5,682 Est. Cost $57.75 Unrealized
MDY SPDR S&P Midcap 400 Index ETF 0.1%
Value ($000) $287 Shares 1,094 Est. Cost $262.64 Unrealized
Dupont 0.1%
Value ($000) $286 Shares 4,513 Est. Cost $64.98 Unrealized
PSX Phillips 66 0.1%
Value ($000) $285 Shares 3,288 Est. Cost $52.44 Unrealized +6.8%
DE Deere & Co 0.1%
Value ($000) $274 Shares 3,560 Est. Cost $72.02 Unrealized -7.9%
IGSB iShares Barclays 1-3 Yr Credit Bond ETF 0.1%
Value ($000) $273 Shares 2,592 Est. Cost $105.53 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $272 Shares 5,138 Est. Cost $40.23 Unrealized -10.4%
Automatic Data Processing 0.1%
Value ($000) $272 Shares 3,032 Est. Cost $38804.28 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $254 Shares 2,101 Est. Cost $120.00 Unrealized
CAG Conagra 0.1%
Value ($000) $254 Shares 5,691 Est. Cost $22.47 Unrealized +2.1%
Boeing 0.1%
Value ($000) $248 Shares 1,957 Est. Cost $144590.19 Unrealized
MMM 3M Company 0.1%
Value ($000) $243 Shares 1,461 Est. Cost $94.05 Unrealized -1.4%
IXC iShares S&P Global Energy Sector ETF 0.1%
Value ($000) $235 Shares 7,971 Est. Cost $21971.45 Unrealized
XLF SPDR Financial Sector ETF 0.1%
Value ($000) $234 Shares 10,403 Est. Cost $16175.48 Unrealized
COP Conocophillips 0.1%
Value ($000) $232 Shares 5,758 Est. Cost $45.51 Unrealized -38.3%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $227 Shares 1,911 Est. Cost $119.45 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $225 Shares 1,670 Est. Cost $85.01 Unrealized +9.1%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $211 Shares 2,061 Est. Cost $73.56 Unrealized -0.4%
ABBV AbbVie Inc 0.1%
Value ($000) $207 Shares 3,626 Est. Cost $40.00 Unrealized -7.2%
CMS CMS Energy 0.1%
Value ($000) $207 Shares 4,887 Est. Cost $24.47 Unrealized +19.6%
IYR iShares DJ US Real Estate Index ETF 0.1%
Value ($000) $206 Shares 2,650 Est. Cost $75080.00 Unrealized
Archer-Daniels-Midland 0.1%
Value ($000) $199 Shares 5,488 Est. Cost $36680.03 Unrealized
WEC Wec Energy Group Inc Common 0.1%
Value ($000) $192 Shares 3,196 Est. Cost $34.80 Unrealized +17.0%
UPS United Parcel Service 0.1%
Value ($000) $184 Shares 1,742 Est. Cost $69.25 Unrealized -2.3%
Guggenheim BulletShares 2017 Corp ETF 0.1%
Value ($000) $182 Shares 8,052 Est. Cost $5851.02 Unrealized
Guggenheim BulletShares 2020 Corp ETF 0.1%
Value ($000) $181 Shares 8,443 Est. Cost $21.46 Unrealized
IYW iShares DJ US Technology Sector ETF 0.1%
Value ($000) $180 Shares 1,657 Est. Cost $80629.23 Unrealized
GIS General Mills Incorporated 0.1%
Value ($000) $177 Shares 2,790 Est. Cost $38.96 Unrealized +5.7%
TXNM PNM Resources Inc 0.1%
Value ($000) $170 Shares 5,040 Est. Cost $26.77 Unrealized +19.5%
EXI iShares S&P Global Industrials Sector ETF 0.1%
Value ($000) $167 Shares 2,373 Est. Cost $46553.42 Unrealized
PNW Pinnacle West Capital Cp 0.1%
Value ($000) $163 Shares 2,176 Est. Cost $39.75 Unrealized +16.8%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $151 Shares 735 Est. Cost $21977.65 Unrealized
ES Eversource Energy 0.1%
Value ($000) $147 Shares 2,517 Est. Cost $33.64 Unrealized +15.5%
Alaska Air Group Inc 0.1%
Value ($000) $147 Shares 1,790 Est. Cost $80510.05 Unrealized
Amgen Inc 0.1%
Value ($000) $146 Shares 975 Est. Cost $79160.89 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $144 Shares 1,917 Est. Cost $44.62 Unrealized +3.3%
PM Philip Morris Intl Inc 0.1%
Value ($000) $142 Shares 1,450 Est. Cost $47.21 Unrealized +18.3%
VZ Verizon Communications 0.1%
Value ($000) $136 Shares 2,518 Est. Cost $28.50 Unrealized +5.4%
Bank Of America 0.1%
Value ($000) $129 Shares 9,542 Est. Cost $16830.05 Unrealized
Guggenheim BulletShares 2019 Corp ETF 0.1%
Value ($000) $123 Shares 5,774 Est. Cost $5931.20 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $123 Shares 1,708 Est. Cost $62.52 Unrealized +2.3%
PRU Prudential Financial 0.1%
Value ($000) $121 Shares 1,674 Est. Cost $51.11 Unrealized -12.3%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $120 Shares 1,880 Est. Cost $43.45 Unrealized +3.1%
iBonds Dec 2022 Term Muni ETF 0.1%
Value ($000) $112 Shares 4,300 Est. Cost $26.05 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $111 Shares 1,817 Est. Cost $22.53 Unrealized +1.0%
VTI Vanguard US Total Stock Market ETF 0.1%
Value ($000) $110 Shares 1,050 Est. Cost $78251.66 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $110 Shares 877 Est. Cost $72.15 Unrealized +30.2%
XLY SPDR Consumer Discretionary Sector ETF 0.0%
Value ($000) $109 Shares 1,374 Est. Cost $53905.71 Unrealized
HSY Hershey Co 0.0%
Value ($000) $107 Shares 1,165 Est. Cost $74.07 Unrealized -4.8%
NKE Nike Inc Cl B 0.0%
Value ($000) $94 Shares 1,535 Est. Cost $47.93 Unrealized +11.0%
iBonds Dec 2021 Term Muni ETF 0.0%
Value ($000) $94 Shares 3,650 Est. Cost $25.75 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $92 Shares 905 Est. Cost $105.11 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $91 Shares 1,450 Est. Cost $26.11 Unrealized +19.1%
NEE Nextera Energy Inc 0.0%
Value ($000) $90 Shares 762 Est. Cost $19.29 Unrealized +13.0%
Inland Real Estate Corp Common New 0.0%
Value ($000) $87 Shares 8,200 Est. Cost $9.39 Unrealized
Anadarko Petroleum Corp 0.0%
Value ($000) $84 Shares 1,814 Est. Cost $48579.93 Unrealized
McGraw-Hill Cos Inc 0.0%
Value ($000) $79 Shares 800 Est. Cost $103.75 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $79 Shares 1,920 Est. Cost $36.94 Unrealized -13.5%
MCK McKesson Corp 0.0%
Value ($000) $79 Shares 500 Est. Cost $204.26 Unrealized -26.8%
IXJ iShares S&P Global Health Care Sector ETF 0.0%
Value ($000) $79 Shares 823 Est. Cost $78481.50 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $78 Shares 900 Est. Cost $83060.00 Unrealized
HON Honeywell International 0.0%
Value ($000) $76 Shares 681 Est. Cost $73.69 Unrealized +3.6%
Guggenheim BulletShares 2016 Corp ETF 0.0%
Value ($000) $76 Shares 3,450 Est. Cost $12969.17 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $75 Shares 1,533 Est. Cost $2568.83 Unrealized
SCI Service Corp International 0.0%
Value ($000) $75 Shares 3,050 Est. Cost $24.32 Unrealized -2.6%
CDK Global Inc Common 0.0%
Value ($000) $71 Shares 1,533 Est. Cost $48.57 Unrealized
XLK SPDR Technology Sector ETF 0.0%
Value ($000) $67 Shares 1,515 Est. Cost $40.46 Unrealized
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $67 Shares 6,112 Est. Cost $10.96 Unrealized
KR Kroger Co 0.0%
Value ($000) $67 Shares 1,752 Est. Cost $29.84 Unrealized +5.9%
CLX Clorox Company 0.0%
Value ($000) $66 Shares 525 Est. Cost $80.19 Unrealized +19.9%
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $65 Shares 1,050 Est. Cost $74.70 Unrealized
TSN Tyson Foods Cl A 0.0%
Value ($000) $64 Shares 960 Est. Cost $31.83 Unrealized +48.5%
OXY Occidental Petroleum 0.0%
Value ($000) $64 Shares 928 Est. Cost $55.64 Unrealized -9.5%
EQBK Equity Bancshares 0.0%
Value ($000) $63 Shares 3,000 Est. Cost $22.40 Unrealized -9.0%
SIG Signet Jewelers Ltd 0.0%
Value ($000) $62 Shares 500 Est. Cost $93.29 Unrealized 0.0%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $61 Shares 1,367 Est. Cost $26.02 Unrealized +2.2%
Guggenheim BulletShares 2021 Corp ETF 0.0%
Value ($000) $61 Shares 2,907 Est. Cost $421.13 Unrealized
XLP SPDR Consumer Staples Sector ETF 0.0%
Value ($000) $59 Shares 1,116 Est. Cost $12051.92 Unrealized
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $58 Shares 2,366 Est. Cost $30.39 Unrealized
American Electrical Power Inc 0.0%
Value ($000) $57 Shares 865 Est. Cost $58270.52 Unrealized
SHYG iShares 0-5 Year High Yield Corp Bond ETF 0.0%
Value ($000) $56 Shares 1,247 Est. Cost $46.07 Unrealized
PPL PPL Corp 0.0%
Value ($000) $54 Shares 1,426 Est. Cost $20.25 Unrealized +13.0%
HAL Halliburton Company 0.0%
Value ($000) $53 Shares 1,482 Est. Cost $35.00 Unrealized -23.0%
IDA Idacorp Inc 0.0%
Value ($000) $52 Shares 700 Est. Cost $59.55 Unrealized +18.6%
NOC Northrop Grumman Corp 0.0%
Value ($000) $51 Shares 260 Est. Cost $137.50 Unrealized +17.1%
DWX SPDR S&P Intl Dividend - ETF 0.0%
Value ($000) $51 Shares 1,450 Est. Cost $10379.22 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.0%
Value ($000) $50 Shares 504 Est. Cost $99.21 Unrealized
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $49 Shares 1,391 Est. Cost $25.29 Unrealized +2.4%
HRL Hormel Foods Corp 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $27.38 Unrealized +19.7%
RWR SPDR Dow Jones REIT Index ETF 0.0%
Value ($000) $48 Shares 505 Est. Cost $91.35 Unrealized
IFGL iShares International Developed Real Estate ETF 0.0%
Value ($000) $45 Shares 1,551 Est. Cost $30.86 Unrealized
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $45 Shares 850 Est. Cost $62.34 Unrealized
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $44 Shares 278 Est. Cost $154.41 Unrealized -18.2%
FDX FedEx Corporation 0.0%
Value ($000) $44 Shares 270 Est. Cost $147.93 Unrealized -19.4%
KIM Kimco Realty Corp 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $15.88 Unrealized +4.6%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $42 Shares 480 Est. Cost $24.27 Unrealized +13.7%
AAL American Airls Group Inc Common 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $48.17 Unrealized -20.0%
UNP Union Pacific 0.0%
Value ($000) $40 Shares 500 Est. Cost $91.06 Unrealized -31.9%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $38 Shares 450 Est. Cost $84.44 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $38 Shares 295 Est. Cost $99.07 Unrealized +1.8%
LMT Lockheed Martin Corp 0.0%
Value ($000) $37 Shares 165 Est. Cost $151.08 Unrealized +9.4%
VWOB Vanguard Emerging Market Govt Bond Index ETF 0.0%
Value ($000) $37 Shares 475 Est. Cost $8286.91 Unrealized
F Ford Motor Company New 0.0%
Value ($000) $36 Shares 2,700 Est. Cost $8.76 Unrealized -15.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $36 Shares 1,152 Est. Cost $21.67 Unrealized -16.2%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $35 Shares 1,305 Est. Cost $29.89 Unrealized
Ashland Inc New 0.0%
Value ($000) $33 Shares 300 Est. Cost $102700.00 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $33 Shares 596 Est. Cost $60.37 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $33 Shares 445 Est. Cost $58.80 Unrealized +0.1%
DEM Wisdomtree Emerging Mkts Equity Income ETF 0.0%
Value ($000) $31 Shares 901 Est. Cost $33.51 Unrealized
Kellogg Co 0.0%
Value ($000) $31 Shares 400 Est. Cost $42.08 Unrealized +15.7%
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $30 Shares 304 Est. Cost $12230.35 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $33.53 Unrealized -21.4%
Guggenheim BulletShares 2024 Corp ETF 0.0%
Value ($000) $28 Shares 1,376 Est. Cost $20.74 Unrealized
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $11.20 Unrealized
MBB iShares Barclays MBS Bond ETF 0.0%
Value ($000) $27 Shares 250 Est. Cost $9378.77 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $27 Shares 335 Est. Cost $64.05 Unrealized -4.5%
Baxalta Inc Common 0.0%
Value ($000) $27 Shares 675 Est. Cost $31.11 Unrealized
GLW Corning Inc 0.0%
Value ($000) $27 Shares 1,279 Est. Cost $17.18 Unrealized -17.0%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $27 Shares 1,522 Est. Cost $6.50 Unrealized -2.0%
NTRS Northern Trust Company 0.0%
Value ($000) $26 Shares 400 Est. Cost $51.14 Unrealized -6.4%
LEG Leggett & Platt Inc 0.0%
Value ($000) $26 Shares 541 Est. Cost $44.60 Unrealized -2.8%
LFUS Littelfuse Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $97.71 Unrealized +12.8%
KSS Kohls Corp 0.0%
Value ($000) $25 Shares 539 Est. Cost $69.43 Unrealized -32.4%
LUV Southwest Airlines 0.0%
Value ($000) $24 Shares 525 Est. Cost $38.60 Unrealized -6.2%
BANF Bancfirst Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $23.78 Unrealized -3.6%
Blackrock Muni Hldgs New Jersey Quality CEF 0.0%
Value ($000) $23 Shares 1,503 Est. Cost $15.30 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $23 Shares 400 Est. Cost $41.73 Unrealized -2.9%
VTR Ventas Inc 0.0%
Value ($000) $23 Shares 370 Est. Cost $35.89 Unrealized +2.2%
Bunge Limited F 0.0%
Value ($000) $23 Shares 400 Est. Cost $88.33 Unrealized
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $22 Shares 925 Est. Cost $23.73 Unrealized
Unilever N V NY Shares 0.0%
Value ($000) $21 Shares 475 Est. Cost $41.76 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $15.01 Unrealized -8.9%
XLU SPDR Utilities Select Sector ETF 0.0%
Value ($000) $21 Shares 416 Est. Cost $31532.60 Unrealized
Dow Chemical 0.0%
Value ($000) $20 Shares 400 Est. Cost $48.40 Unrealized
FAST Fastenol Co 0.0%
Value ($000) $20 Shares 400 Est. Cost $8.09 Unrealized +3.6%
Baxter Intl Inc 0.0%
Value ($000) $20 Shares 475 Est. Cost $38149.47 Unrealized
Guggenheim BulletShares 2025 Corp ETF 0.0%
Value ($000) $20 Shares 959 Est. Cost $19640.00 Unrealized
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $20 Shares 375 Est. Cost $34.44 Unrealized +8.8%
IYM iShares DJ US Basic Materials Sector ETF 0.0%
Value ($000) $20 Shares 277 Est. Cost $81.89 Unrealized
Amtrust Finl Services Inc 0.0%
Value ($000) $19 Shares 750 Est. Cost $30803.33 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $43.71 Unrealized +13.9%
HPQ Hp Inc Common 0.0%
Value ($000) $19 Shares 1,522 Est. Cost $9.12 Unrealized -15.5%
Vectren Corp 0.0%
Value ($000) $19 Shares 379 Est. Cost $40.12 Unrealized
Cohen & Steers Quality Income Realty Fund CEF 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.50 Unrealized
Ingersoll-Rand PLC ADR 0.0%
Value ($000) $18 Shares 293 Est. Cost $68.26 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $18 Shares 450 Est. Cost $44.05 Unrealized
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $18 Shares 255 Est. Cost $52.78 Unrealized 0.0%
Invesco Tr Invt Grade Muns Common 0.0%
Value ($000) $18 Shares 1,254 Est. Cost $12.76 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $18 Shares 350 Est. Cost $39.90 Unrealized +6.2%
American Express 0.0%
Value ($000) $18 Shares 287 Est. Cost $69549.18 Unrealized
WR Berkley Corp 0.0%
Value ($000) $18 Shares 320 Est. Cost $54750.00 Unrealized
Bemis Co Inc 0.0%
Value ($000) $17 Shares 323 Est. Cost $44690.40 Unrealized
Cepheid Common 0.0%
Value ($000) $17 Shares 500 Est. Cost $56.00 Unrealized
NDAQ NASDAQ Inc. 0.0%
Value ($000) $17 Shares 258 Est. Cost $13.68 Unrealized +28.3%
MAT Mattel Inc 0.0%
Value ($000) $17 Shares 500 Est. Cost $26.53 Unrealized +14.5%
VLO Valero Energy Corp New 0.0%
Value ($000) $16 Shares 250 Est. Cost $38.94 Unrealized +10.1%
CB Chubb Limited 0.0%
Value ($000) $16 Shares 137 Est. Cost $96.06 Unrealized 0.0%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $117.97 Unrealized +8.1%
IP International Paper Co 0.0%
Value ($000) $16 Shares 400 Est. Cost $32.75 Unrealized -30.3%
Unilever PLC ADR 0.0%
Value ($000) $16 Shares 344 Est. Cost $42.26 Unrealized
Federal Realty Invs Trust 0.0%
Value ($000) $16 Shares 105 Est. Cost $146.67 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $15 Shares 180 Est. Cost $79.07 Unrealized -0.3%
Astrazeneca Plc ADR F 0.0%
Value ($000) $15 Shares 550 Est. Cost $33950.82 Unrealized
IYZ iShares DJ US Telecommunication Sector ETF 0.0%
Value ($000) $15 Shares 485 Est. Cost $29.85 Unrealized
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $15 Shares 180 Est. Cost $79.17 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $15 Shares 200 Est. Cost $58.94 Unrealized -0.1%
Broadcom Ltd, Singapore Shs 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
Southwest Bancorp, Inc. 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.00 Unrealized
TMO Thermo Fisher Corp 0.0%
Value ($000) $15 Shares 105 Est. Cost $128.07 Unrealized +1.7%
AGCO Corp 0.0%
Value ($000) $14 Shares 275 Est. Cost $50.91 Unrealized
BP PLC ADR - F 0.0%
Value ($000) $14 Shares 464 Est. Cost $31260.78 Unrealized
Raytheon Company 0.0%
Value ($000) $13 Shares 105 Est. Cost $106.98 Unrealized
PowerShares DB G10 Currency Harvest ETF 0.0%
Value ($000) $13 Shares 575 Est. Cost $24.35 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $13 Shares 107 Est. Cost $109.65 Unrealized
Lexmark Intl Inc Class A 0.0%
Value ($000) $13 Shares 400 Est. Cost $45.00 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $13 Shares 250 Est. Cost $62.87 Unrealized -30.6%
ALPS Alerian MLP ETF 0.0%
Value ($000) $13 Shares 1,188 Est. Cost $8758.77 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $13 Shares 160 Est. Cost $77.43 Unrealized -20.5%
HP Helmerich & Payne Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.43 Unrealized -19.2%
RJF Raymond James Financial Inc 0.0%
Value ($000) $12 Shares 253 Est. Cost $31.81 Unrealized -16.7%
Apartment Invt & Mgmt Co - A REIT 0.0%
Value ($000) $12 Shares 276 Est. Cost $36.23 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $12 Shares 105 Est. Cost $92.42 Unrealized -9.2%
Century Link, Inc. 0.0%
Value ($000) $12 Shares 389 Est. Cost $33.42 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $12 Shares 125 Est. Cost $96.00 Unrealized
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $11 Shares 66 Est. Cost $160.00 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $11 Shares 100 Est. Cost $104.38 Unrealized -14.5%
TRV Travelers Co Inc 0.0%
Value ($000) $11 Shares 97 Est. Cost $80.92 Unrealized +8.5%
MOS Mosaic Co New 0.0%
Value ($000) $11 Shares 425 Est. Cost $36.67 Unrealized -41.1%
EMN Eastman Chemical Co 0.0%
Value ($000) $11 Shares 150 Est. Cost $51.07 Unrealized -7.1%
ROST Ross Stores Inc 0.0%
Value ($000) $10 Shares 165 Est. Cost $44.88 Unrealized +12.2%
Cypress Income Fund 11 LLC 0.0%
Value ($000) $10 Shares 16,575 Est. Cost $0.60 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $10 Shares 722 Est. Cost $6.02 Unrealized +7.1%
TJX TJX Cos Inc 0.0%
Value ($000) $10 Shares 130 Est. Cost $31.07 Unrealized +1.7%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.73 Unrealized -13.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $10 Shares 215 Est. Cost $17.75 Unrealized +3.8%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $37.94 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $9 Shares 84 Est. Cost $107.14 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $9 Shares 202 Est. Cost $39.66 Unrealized -14.9%
KHC Kraft Heinz Co 0.0%
Value ($000) $9 Shares 115 Est. Cost $47.82 Unrealized +1.0%
GWX SPDR S&P Int'l Small Cap ETF 0.0%
Value ($000) $9 Shares 305 Est. Cost $29.51 Unrealized
Donnelley Rr & Sons Co 0.0%
Value ($000) $9 Shares 535 Est. Cost $15.05 Unrealized
American Financial Group 0.0%
Value ($000) $8 Shares 120 Est. Cost $72083.34 Unrealized
O Realty Income Corp 0.0%
Value ($000) $8 Shares 125 Est. Cost $27.77 Unrealized +26.2%
Powershares DB Commodity Index ETF 0.0%
Value ($000) $8 Shares 570 Est. Cost $16.99 Unrealized
EIX Edison International 0.0%
Value ($000) $8 Shares 110 Est. Cost $39.30 Unrealized +10.8%
H&R Block Inc 0.0%
Value ($000) $8 Shares 315 Est. Cost $33311.11 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $8 Shares 196 Est. Cost $65.56 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.33 Unrealized +13.3%
Habit Restaurants Inc 0.0%
Value ($000) $8 Shares 425 Est. Cost $23061.18 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +2.0%
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $7 Shares 180 Est. Cost $38.89 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.72 Unrealized +1.4%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $7 Shares 58 Est. Cost $120.69 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $7 Shares 175 Est. Cost $32.15 Unrealized -13.3%
Cabelas Inc 0.0%
Value ($000) $7 Shares 150 Est. Cost $53.33 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $82.31 Unrealized -9.9%
FHI Federated Invs Inc Pa Class B 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.82 Unrealized -16.4%
YUM Yum Brands Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $51.97 Unrealized -15.7%
Noble Energy Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.00 Unrealized
KLAC KLA-Tencor Corp 0.0%
Value ($000) $6 Shares 80 Est. Cost $56.58 Unrealized 0.0%
Jacobs Engineering Group 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.21 Unrealized
Nashville Area ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
PH Parker Hannifin 0.0%
Value ($000) $5 Shares 45 Est. Cost $85.95 Unrealized 0.0%
ITT Corp 0.0%
Value ($000) $5 Shares 132 Est. Cost $37.88 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $5 Shares 195 Est. Cost $44.24 Unrealized -61.6%
Reynolds American Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.44 Unrealized
Potbelly Corp Common 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $4 Shares 110 Est. Cost $26.59 Unrealized 0.0%
DEO Diageo Plc ADR 0.0%
Value ($000) $4 Shares 39 Est. Cost $128.21 Unrealized
Deutsche Mun Income Tr Common 0.0%
Value ($000) $4 Shares 300 Est. Cost $13480.00 Unrealized
Celgene Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $4 Shares 110 Est. Cost $21.84 Unrealized 0.0%
Whitewave Foods 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
INTG Intergroup Corp Com 0.0%
Value ($000) $4 Shares 150 Est. Cost $19.09 Unrealized +34.6%
FE First Energy Corp 0.0%
Value ($000) $4 Shares 112 Est. Cost $22.29 Unrealized 0.0%
Templeton Global Income CEF 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.00 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
Weight Watchers Intl Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $22800.00 Unrealized
Becton Dickinson & Co 0.0%
Value ($000) $3 Shares 20 Est. Cost $154100.00 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $3 Shares 34 Est. Cost $34.87 Unrealized +4.6%
Anthem Inc. 0.0%
Value ($000) $3 Shares 23 Est. Cost $139440.00 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $95.34 Unrealized 0.0%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
SPDR Nuveen Barclays Build America Bond ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $63.87 Unrealized
Quidel Corp 0.0%
Value ($000) $2 Shares 120 Est. Cost $25.00 Unrealized
Time Warner Cable, Inc. 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.68 Unrealized +7.6%
Spirit Airlines 0.0%
Value ($000) $2 Shares 50 Est. Cost $80.00 Unrealized
Time Warner Inc 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
Market Vectors Intermediate Muni ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
Nordic American Offshore Ltd, Hamilton, Bermuda Shs 0.0%
Value ($000) $1 Shares 300 Est. Cost $5270.00 Unrealized
Alcoa Inc Com 0.0%
Value ($000) $1 Shares 100 Est. Cost $9870.00 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $1 Shares 95 Est. Cost $19.83 Unrealized -53.1%
Market Vectors Long-Term Muni ETF 0.0%
Value ($000) $1 Shares 39 Est. Cost $19.98 Unrealized
RIO Rio Tinto PLC Spon-ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
PowerShares Insured Natl AMT Free Muni ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.17 Unrealized
California Res Corp 0.0%
Value ($000) $0 Shares 86 Est. Cost Unrealized
Time Inc New Common 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CC Chemours Common 0.0%
Value ($000) $0 Shares 16 Est. Cost $7.40 Unrealized -50.8%
Halyard Health Inc Common 0.0%
Value ($000) $0 Shares 17 Est. Cost $55.56 Unrealized