Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 8, 2016

Total Value ($000): $261,765 (100.0% shares, 0.0% debt)

Holdings (352)

IWV iShares Russell 3000 ETF 6.8%
Value ($000) $17,893 Shares 144,279 Est. Cost $123.96 Unrealized
IJH iShares Core S&P Mid-Cap ETF 4.4%
Value ($000) $11,598 Shares 77,639 Est. Cost $9415.73 Unrealized
VEA Vanguard FTSE Developed Markets ETF 4.2%
Value ($000) $10,951 Shares 309,711 Est. Cost $20258.29 Unrealized
JNJ Johnson & Johnson 2.2%
Value ($000) $5,779 Shares 47,642 Est. Cost $74.96 Unrealized +16.1%
JPM JPMorgan Chase & Co 2.2%
Value ($000) $5,776 Shares 92,951 Est. Cost $46.30 Unrealized +4.4%
AAPL Apple Inc 2.1%
Value ($000) $5,524 Shares 57,778 Est. Cost $22.62 Unrealized 0.0%
XOM Exxon Mobil Corp 1.8%
Value ($000) $4,702 Shares 50,160 Est. Cost $54.85 Unrealized +5.5%
PEP Pepsico Inc 1.8%
Value ($000) $4,682 Shares 44,193 Est. Cost $70.34 Unrealized +9.6%
WMT Wal-Mart Stores Inc 1.7%
Value ($000) $4,412 Shares 60,423 Est. Cost $20.49 Unrealized -4.8%
AMT American Tower REIT 1.7%
Value ($000) $4,323 Shares 38,050 Est. Cost $74.21 Unrealized +12.9%
IJR iShares Core S&P Small-Cap ETF 1.6%
Value ($000) $4,281 Shares 36,838 Est. Cost $60283.56 Unrealized
PG Procter & Gamble Co 1.6%
Value ($000) $4,181 Shares 49,378 Est. Cost $60.65 Unrealized +4.4%
INTC Intel Corp 1.6%
Value ($000) $4,097 Shares 124,910 Est. Cost $24.69 Unrealized +1.7%
HD Home Depot Inc 1.6%
Value ($000) $4,078 Shares 31,935 Est. Cost $88.38 Unrealized +18.8%
MSFT Microsoft 1.5%
Value ($000) $4,022 Shares 78,594 Est. Cost $38.62 Unrealized +19.1%
GOOGL Alphabet Inc - A 1.5%
Value ($000) $3,972 Shares 5,646 Est. Cost $36.68 Unrealized -0.7%
General Electric 1.5%
Value ($000) $3,957 Shares 125,700 Est. Cost $25.39 Unrealized
Blackrock Inc 1.5%
Value ($000) $3,879 Shares 11,324 Est. Cost $9723.55 Unrealized
Discover Financial Services 1.4%
Value ($000) $3,724 Shares 69,487 Est. Cost $2903.22 Unrealized
CVS CVS Corporation 1.4%
Value ($000) $3,667 Shares 38,305 Est. Cost $74.82 Unrealized -0.4%
CSCO Cisco Systems 1.4%
Value ($000) $3,664 Shares 127,702 Est. Cost $19.77 Unrealized +5.5%
DKS Dick's Sporting Goods Inc 1.4%
Value ($000) $3,641 Shares 80,799 Est. Cost $37.22 Unrealized -10.6%
DIS Walt Disney Company 1.4%
Value ($000) $3,639 Shares 37,196 Est. Cost $93.88 Unrealized -1.8%
ABT Abbott Labs Common 1.4%
Value ($000) $3,609 Shares 91,797 Est. Cost $33.35 Unrealized 0.0%
WFC Wells Fargo & Co New 1.4%
Value ($000) $3,567 Shares 75,359 Est. Cost $39.87 Unrealized -6.6%
VFC VF Corp 1.3%
Value ($000) $3,519 Shares 57,230 Est. Cost $66.45 Unrealized -11.0%
GILD Gilead Sciences Inc 1.3%
Value ($000) $3,499 Shares 41,945 Est. Cost $71.67 Unrealized -12.4%
SBUX Starbucks Corporation 1.3%
Value ($000) $3,479 Shares 60,914 Est. Cost $42.03 Unrealized +10.5%
WM Waste Management Inc 1.3%
Value ($000) $3,354 Shares 50,604 Est. Cost $42.63 Unrealized +18.8%
NVS Novartis AG-ADR 1.3%
Value ($000) $3,337 Shares 40,447 Est. Cost $13001.02 Unrealized
ALL Allstate Corp 1.2%
Value ($000) $3,193 Shares 45,651 Est. Cost $54.10 Unrealized 0.0%
QCOM Qualcomm Inc 1.2%
Value ($000) $3,180 Shares 59,369 Est. Cost $45.47 Unrealized -11.4%
Guggenheim BulletShares 2018 Corp ETF 1.2%
Value ($000) $3,162 Shares 147,981 Est. Cost $329.04 Unrealized
SNY Sanofi ADR 1.2%
Value ($000) $3,113 Shares 74,379 Est. Cost $7304.55 Unrealized
United Technologies Corp 1.2%
Value ($000) $3,067 Shares 29,908 Est. Cost $4020.27 Unrealized
Guggenheim BulletShares 2022 Corp ETF 1.2%
Value ($000) $3,044 Shares 141,299 Est. Cost $21.29 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.2%
Value ($000) $3,038 Shares 86,236 Est. Cost $16501.92 Unrealized
CSX CSX Corp 1.2%
Value ($000) $3,035 Shares 116,365 Est. Cost $8.82 Unrealized -14.1%
CVX Chevron Corp 1.2%
Value ($000) $3,033 Shares 28,931 Est. Cost $64.32 Unrealized +3.8%
Express Scripts Holdings 1.2%
Value ($000) $3,031 Shares 39,986 Est. Cost $3462.64 Unrealized
Cerner Corp 1.2%
Value ($000) $3,015 Shares 51,453 Est. Cost $53.93 Unrealized
IVV iShares Core S&P 500 ETF 1.1%
Value ($000) $2,878 Shares 13,674 Est. Cost $3845.32 Unrealized
Spectra Energy Corp 1.1%
Value ($000) $2,853 Shares 77,890 Est. Cost $3237.05 Unrealized
T AT&T Inc 1.1%
Value ($000) $2,849 Shares 65,923 Est. Cost $11.85 Unrealized +27.5%
WDC Western Digital Corp 1.1%
Value ($000) $2,828 Shares 59,831 Est. Cost $36.77 Unrealized -22.2%
SO Southern Company Inc 1.0%
Value ($000) $2,735 Shares 50,998 Est. Cost $28.29 Unrealized +18.8%
FLR Fluor Corporation New 1.0%
Value ($000) $2,693 Shares 54,638 Est. Cost $45.83 Unrealized +4.1%
MA Mastercard Inc Class A 1.0%
Value ($000) $2,647 Shares 30,061 Est. Cost $84.50 Unrealized +6.8%
Monsanto Co New Del 1.0%
Value ($000) $2,555 Shares 24,706 Est. Cost $5765.54 Unrealized
NUE Nucor Corp 0.9%
Value ($000) $2,398 Shares 48,533 Est. Cost $35.67 Unrealized +9.7%
EXC Exelon Corp 0.9%
Value ($000) $2,378 Shares 65,406 Est. Cost $15.94 Unrealized +10.7%
SLB Schlumberger Ltd 0.9%
Value ($000) $2,260 Shares 28,575 Est. Cost $64.39 Unrealized -9.6%
iBonds Sep 2017 Term Muni ETF 0.8%
Value ($000) $2,129 Shares 77,822 Est. Cost $23366.08 Unrealized
iBonds Sep 2016 Term Muni ETF 0.8%
Value ($000) $2,042 Shares 77,101 Est. Cost $22897.70 Unrealized
iBonds Sep 2020 Term Muni ETF 0.8%
Value ($000) $1,989 Shares 76,634 Est. Cost $25.49 Unrealized
iBonds Sep 2019 Term Muni ETF 0.8%
Value ($000) $1,982 Shares 77,043 Est. Cost $3385.51 Unrealized
iBonds Sep 2018 Term Muni ETF 0.8%
Value ($000) $1,980 Shares 77,207 Est. Cost $10912.88 Unrealized
AGG iShares Core Total U.S. Bond Market ETF 0.7%
Value ($000) $1,847 Shares 16,401 Est. Cost $53564.34 Unrealized
TMUS T-Mobile US Inc 0.6%
Value ($000) $1,569 Shares 36,251 Est. Cost $32.25 Unrealized +22.8%
BNDX Vanguard Total Intl Bond Index ETF 0.6%
Value ($000) $1,512 Shares 27,152 Est. Cost $55.10 Unrealized
MUB iShares National Mun Bond ETF 0.4%
Value ($000) $1,100 Shares 9,659 Est. Cost $111.58 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.4%
Value ($000) $1,093 Shares 13,125 Est. Cost $78.75 Unrealized
JKHY Jack Henry & Assoc Inc 0.4%
Value ($000) $1,081 Shares 12,392 Est. Cost $57.27 Unrealized +30.1%
LARK Landmark Bancshares 0.4%
Value ($000) $1,036 Shares 40,895 Est. Cost $17.63 Unrealized +7.4%
VNQ Vanguard REIT ETF 0.4%
Value ($000) $929 Shares 10,473 Est. Cost $23318.56 Unrealized
Guggenheim BulletShares 2023 Corp ETF 0.3%
Value ($000) $891 Shares 41,902 Est. Cost $29.97 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.3%
Value ($000) $878 Shares 9,825 Est. Cost $7432.76 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $863 Shares 10,150 Est. Cost $83.41 Unrealized
VUG Vanguard Growth Index ETF 0.3%
Value ($000) $852 Shares 7,951 Est. Cost $106.74 Unrealized
Westar Energy 0.3%
Value ($000) $798 Shares 14,223 Est. Cost $38.95 Unrealized
TFI SPDR Nuveen Barclays Muni Bond ETF 0.3%
Value ($000) $781 Shares 15,435 Est. Cost $49.34 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $760 Shares 9,252 Est. Cost $72.57 Unrealized
AMZN Amazon.com Inc 0.3%
Value ($000) $680 Shares 950 Est. Cost $33.82 Unrealized 0.0%
FBL Financial Group Inc A 0.2%
Value ($000) $607 Shares 10,000 Est. Cost $61.50 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.2%
Value ($000) $606 Shares 4,940 Est. Cost $121.42 Unrealized
HYG iShares IBOXX High Yield Corp Bond ETF 0.2%
Value ($000) $586 Shares 6,916 Est. Cost $55417.62 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $477 Shares 6,289 Est. Cost $61.25 Unrealized -2.3%
PFE Pfizer 0.2%
Value ($000) $462 Shares 13,114 Est. Cost $20.39 Unrealized +3.3%
KO Coca Cola Company 0.2%
Value ($000) $457 Shares 10,083 Est. Cost $30.09 Unrealized +10.7%
BRK/A Berkshire Hathaway Class A 0.2%
Value ($000) $434 Shares 2 Est. Cost $214456.19 Unrealized 0.0%
IBM IBM Corporation 0.1%
Value ($000) $383 Shares 2,523 Est. Cost $96.79 Unrealized -1.7%
BRK/B Berkshire Hathaway Class B 0.1%
Value ($000) $382 Shares 2,635 Est. Cost $142.96 Unrealized 0.0%
USB US Bancorp New 0.1%
Value ($000) $379 Shares 9,406 Est. Cost $29.81 Unrealized -2.1%
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.1%
Value ($000) $365 Shares 6,097 Est. Cost $57.89 Unrealized
Dupont 0.1%
Value ($000) $354 Shares 5,463 Est. Cost $64.95 Unrealized
CL Colgate-Palmolive 0.1%
Value ($000) $351 Shares 4,800 Est. Cost $52.93 Unrealized +7.5%
MMM 3M Company 0.1%
Value ($000) $313 Shares 1,786 Est. Cost $95.58 Unrealized +7.2%
MRK Merck & Co Inc 0.1%
Value ($000) $296 Shares 5,138 Est. Cost $40.23 Unrealized -1.8%
DE Deere & Co 0.1%
Value ($000) $289 Shares 3,560 Est. Cost $72.02 Unrealized -2.8%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $284 Shares 2,431 Est. Cost $113.91 Unrealized
BA Boeing 0.1%
Value ($000) $282 Shares 2,173 Est. Cost $118.53 Unrealized 0.0%
ADP Automatic Data Processing 0.1%
Value ($000) $279 Shares 3,032 Est. Cost $71.77 Unrealized 0.0%
Guggenheim BulletShares 2017 Corp ETF 0.1%
Value ($000) $275 Shares 12,057 Est. Cost $3915.05 Unrealized
CAG Conagra 0.1%
Value ($000) $272 Shares 5,691 Est. Cost $22.47 Unrealized +12.8%
MDY SPDR S&P Midcap 400 Index ETF 0.1%
Value ($000) $260 Shares 955 Est. Cost $262.64 Unrealized
PSX Phillips 66 0.1%
Value ($000) $254 Shares 3,203 Est. Cost $52.44 Unrealized +8.1%
IXC iShares S&P Global Energy Sector ETF 0.1%
Value ($000) $246 Shares 7,610 Est. Cost $21971.45 Unrealized
IGSB iShares Barclays 1-3 Yr Credit Bond ETF 0.1%
Value ($000) $243 Shares 2,292 Est. Cost $105.53 Unrealized
XLF SPDR Financial Sector ETF 0.1%
Value ($000) $236 Shares 10,305 Est. Cost $16175.48 Unrealized
ADM Archer-Daniels-Midland 0.1%
Value ($000) $235 Shares 5,488 Est. Cost $29.99 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $230 Shares 1,670 Est. Cost $85.01 Unrealized +10.5%
Guggenheim BulletShares 2020 Corp ETF 0.1%
Value ($000) $230 Shares 10,617 Est. Cost $21.50 Unrealized
COP Conocophillips 0.1%
Value ($000) $229 Shares 5,262 Est. Cost $45.51 Unrealized -27.9%
ABBV AbbVie Inc 0.1%
Value ($000) $224 Shares 3,626 Est. Cost $40.00 Unrealized +2.4%
CMS CMS Energy 0.1%
Value ($000) $224 Shares 4,887 Est. Cost $24.47 Unrealized +29.2%
IYR iShares DJ US Real Estate Index ETF 0.1%
Value ($000) $218 Shares 2,650 Est. Cost $75080.00 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $215 Shares 2,061 Est. Cost $73.56 Unrealized +13.2%
WEC Wec Energy Group Inc Common 0.1%
Value ($000) $209 Shares 3,196 Est. Cost $34.80 Unrealized +26.8%
GIS General Mills Incorporated 0.1%
Value ($000) $199 Shares 2,790 Est. Cost $38.96 Unrealized +16.7%
TXNM PNM Resources Inc 0.1%
Value ($000) $179 Shares 5,040 Est. Cost $26.77 Unrealized +22.8%
Guggenheim BulletShares 2019 Corp ETF 0.1%
Value ($000) $176 Shares 8,199 Est. Cost $4183.29 Unrealized
PNW Pinnacle West Capital Cp 0.1%
Value ($000) $176 Shares 2,176 Est. Cost $39.75 Unrealized +28.5%
iBonds Dec 2022 Term Muni ETF 0.1%
Value ($000) $167 Shares 6,300 Est. Cost $26.19 Unrealized
IYW iShares DJ US Technology Sector ETF 0.1%
Value ($000) $165 Shares 1,566 Est. Cost $80629.23 Unrealized
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $155 Shares 739 Est. Cost $21977.65 Unrealized
EXI iShares S&P Global Industrials Sector ETF 0.1%
Value ($000) $154 Shares 2,219 Est. Cost $46553.42 Unrealized
ES Eversource Energy 0.1%
Value ($000) $151 Shares 2,517 Est. Cost $33.64 Unrealized +20.7%
D Dominion Resources Inc 0.1%
Value ($000) $149 Shares 1,917 Est. Cost $44.62 Unrealized +7.0%
AMGN Amgen Inc 0.1%
Value ($000) $148 Shares 975 Est. Cost $116.70 Unrealized 0.0%
iBonds Dec 2021 Term Muni ETF 0.1%
Value ($000) $148 Shares 5,650 Est. Cost $25.91 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $147 Shares 1,450 Est. Cost $47.21 Unrealized +30.1%
UPS United Parcel Service 0.1%
Value ($000) $145 Shares 1,342 Est. Cost $69.25 Unrealized +5.5%
SHYG iShares 0-5 Year High Yield Corp Bond ETF 0.1%
Value ($000) $139 Shares 3,002 Est. Cost $46.21 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $138 Shares 1,880 Est. Cost $43.45 Unrealized +16.2%
LLY Eli Lilly & Co 0.1%
Value ($000) $135 Shares 1,708 Est. Cost $62.52 Unrealized +2.5%
HSY Hershey Co 0.1%
Value ($000) $132 Shares 1,165 Est. Cost $74.07 Unrealized +0.4%
Guggenheim BulletShares 2021 Corp ETF 0.0%
Value ($000) $129 Shares 5,996 Est. Cost $215.26 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $127 Shares 2,268 Est. Cost $28.50 Unrealized +10.4%
BAC Bank Of America 0.0%
Value ($000) $127 Shares 9,542 Est. Cost $11.34 Unrealized 0.0%
Guggenheim BulletShares 2024 Corp ETF 0.0%
Value ($000) $120 Shares 5,629 Est. Cost $21.18 Unrealized
PRU Prudential Financial 0.0%
Value ($000) $119 Shares 1,674 Est. Cost $51.11 Unrealized -4.2%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $118 Shares 1,817 Est. Cost $22.53 Unrealized +9.8%
Guggenheim BulletShares 2025 Corp ETF 0.0%
Value ($000) $107 Shares 5,048 Est. Cost $3748.30 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $106 Shares 877 Est. Cost $72.15 Unrealized +37.4%
XLY SPDR Consumer Discretionary Sector ETF 0.0%
Value ($000) $105 Shares 1,349 Est. Cost $53905.71 Unrealized
XLK SPDR Technology Sector ETF 0.0%
Value ($000) $100 Shares 2,315 Est. Cost $41.40 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $100 Shares 1,450 Est. Cost $26.11 Unrealized +27.2%
NEE Nextera Energy Inc 0.0%
Value ($000) $99 Shares 762 Est. Cost $19.29 Unrealized +21.8%
ALK Alaska Air Group Inc 0.0%
Value ($000) $99 Shares 1,690 Est. Cost $64.23 Unrealized 0.0%
Anadarko Petroleum Corp 0.0%
Value ($000) $97 Shares 1,814 Est. Cost $53.47 Unrealized
VTI Vanguard US Total Stock Market ETF 0.0%
Value ($000) $96 Shares 900 Est. Cost $78251.66 Unrealized
Clearbridge Energy Mlp Totalreturn Fund Inc Common 0.0%
Value ($000) $95 Shares 7,400 Est. Cost $12.84 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $93 Shares 500 Est. Cost $204.26 Unrealized -20.4%
Vereit Inc Common 0.0%
Value ($000) $89 Shares 8,790 Est. Cost $10.13 Unrealized
Invesco Sr Income Tr Common 0.0%
Value ($000) $88 Shares 21,000 Est. Cost $4.19 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $86 Shares 800 Est. Cost $96.34 Unrealized 0.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $85 Shares 1,535 Est. Cost $47.93 Unrealized +5.0%
CDK Global Inc Common 0.0%
Value ($000) $85 Shares 1,533 Est. Cost $48.57 Unrealized
IXJ iShares S&P Global Health Care Sector ETF 0.0%
Value ($000) $83 Shares 824 Est. Cost $78481.50 Unrealized
SCI Service Corp International 0.0%
Value ($000) $82 Shares 3,050 Est. Cost $24.32 Unrealized +8.5%
Oneok Partners LP 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $40.00 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $79 Shares 1,920 Est. Cost $36.94 Unrealized -6.4%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $79 Shares 900 Est. Cost $83060.00 Unrealized
HON Honeywell International 0.0%
Value ($000) $79 Shares 681 Est. Cost $73.69 Unrealized +14.3%
Guggenheim BulletShares 2016 Corp ETF 0.0%
Value ($000) $76 Shares 3,450 Est. Cost $12969.17 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $73 Shares 690 Est. Cost $105.11 Unrealized
CLX Clorox Company 0.0%
Value ($000) $73 Shares 525 Est. Cost $80.19 Unrealized +23.1%
OXY Occidental Petroleum 0.0%
Value ($000) $70 Shares 928 Est. Cost $55.64 Unrealized +2.0%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $67 Shares 2,190 Est. Cost $30.39 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $65 Shares 1,367 Est. Cost $26.02 Unrealized +14.5%
KR Kroger Co 0.0%
Value ($000) $64 Shares 1,752 Est. Cost $29.84 Unrealized -0.9%
TSN Tyson Foods Cl A 0.0%
Value ($000) $64 Shares 960 Est. Cost $31.83 Unrealized +60.4%
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $63 Shares 6,112 Est. Cost $10.96 Unrealized
MBB iShares Barclays MBS Bond ETF 0.0%
Value ($000) $62 Shares 564 Est. Cost $4218.46 Unrealized
AEP American Electrical Power Inc 0.0%
Value ($000) $61 Shares 865 Est. Cost $46.62 Unrealized 0.0%
HAL Halliburton Company 0.0%
Value ($000) $59 Shares 1,302 Est. Cost $35.00 Unrealized -2.5%
XLP SPDR Consumer Staples Sector ETF 0.0%
Value ($000) $59 Shares 1,061 Est. Cost $12051.92 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $58 Shares 260 Est. Cost $137.50 Unrealized +31.0%
GRID First Tr Exchange Traded Fdii Nasdaq Clean Edgesmart Grid Infrastructure 0.0%
Value ($000) $58 Shares 1,670 Est. Cost $34.73 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $57 Shares 700 Est. Cost $59.55 Unrealized +23.8%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $56 Shares 1,133 Est. Cost $2568.83 Unrealized
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $55 Shares 1,432 Est. Cost $25.40 Unrealized +14.8%
PPL PPL Corp 0.0%
Value ($000) $54 Shares 1,426 Est. Cost $20.25 Unrealized +22.3%
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) $51 Shares 504 Est. Cost $99.21 Unrealized
RWR SPDR Dow Jones REIT Index ETF 0.0%
Value ($000) $50 Shares 505 Est. Cost $91.35 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $48 Shares 480 Est. Cost $24.27 Unrealized +41.0%
Calumet Specialty Prodspartners L P Common Units Repstg Ltdpartner 0.0%
Value ($000) $47 Shares 9,600 Est. Cost $4.90 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $15.88 Unrealized +12.6%
IFGL iShares International Developed Real Estate ETF 0.0%
Value ($000) $45 Shares 1,551 Est. Cost $30.86 Unrealized
Royal Dutch Shell A 0.0%
Value ($000) $44 Shares 800 Est. Cost $55.00 Unrealized
UNP Union Pacific 0.0%
Value ($000) $44 Shares 500 Est. Cost $91.06 Unrealized -25.1%
SDLPEUR Seadrill Partners LLC Units 0.0%
Value ($000) $43 Shares 8,100 Est. Cost $5.31 Unrealized
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $43 Shares 850 Est. Cost $62.34 Unrealized
BBH Vaneck Vectors ETF Tr 0.0%
Value ($000) $43 Shares 425 Est. Cost $101.18 Unrealized
UNH Unitedhealth Group Inc 0.0%
Value ($000) $42 Shares 295 Est. Cost $99.07 Unrealized +15.2%
EQBK Equity Bancshares 0.0%
Value ($000) $42 Shares 1,900 Est. Cost $22.40 Unrealized -8.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $41 Shares 165 Est. Cost $151.08 Unrealized +20.7%
FDX FedEx Corporation 0.0%
Value ($000) $41 Shares 270 Est. Cost $147.93 Unrealized -5.9%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $41 Shares 278 Est. Cost $154.41 Unrealized -17.2%
HRL Hormel Foods Corp 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $27.38 Unrealized +7.8%
F Ford Motor Company New 0.0%
Value ($000) $40 Shares 3,215 Est. Cost $8.63 Unrealized -8.0%
Dow Chemical 0.0%
Value ($000) $40 Shares 800 Est. Cost $49.20 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $39 Shares 445 Est. Cost $58.80 Unrealized +8.0%
VWOB Vanguard Emerging Market Govt Bond Index ETF 0.0%
Value ($000) $38 Shares 475 Est. Cost $8286.91 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $37 Shares 450 Est. Cost $84.44 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $35 Shares 1,305 Est. Cost $29.89 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $34 Shares 1,152 Est. Cost $21.67 Unrealized -2.6%
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $34 Shares 2,500 Est. Cost $11.20 Unrealized
Ashland Inc New 0.0%
Value ($000) $34 Shares 300 Est. Cost $113.33 Unrealized
Kellogg Co 0.0%
Value ($000) $33 Shares 400 Est. Cost $42.08 Unrealized +21.0%
OGE OGE Energy Corp 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $33.53 Unrealized -10.7%
DEM Wisdomtree Emerging Mkts Equity Income ETF 0.0%
Value ($000) $32 Shares 901 Est. Cost $33.51 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $32 Shares 596 Est. Cost $60.37 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $31 Shares 307 Est. Cost $12230.35 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $28 Shares 541 Est. Cost $44.60 Unrealized +10.4%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $28 Shares 1,522 Est. Cost $6.50 Unrealized +19.4%
ITB Ishares Tr US Home Construction Etffd 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.00 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $27 Shares 400 Est. Cost $51.14 Unrealized +4.6%
VTR Ventas Inc 0.0%
Value ($000) $27 Shares 370 Est. Cost $35.89 Unrealized +21.1%
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $27 Shares 400 Est. Cost $74.70 Unrealized
GLW Corning Inc 0.0%
Value ($000) $26 Shares 1,279 Est. Cost $17.18 Unrealized -9.7%
CAH Cardinal Health Inc. 0.0%
Value ($000) $26 Shares 335 Est. Cost $64.05 Unrealized -5.9%
TXN Texas Instruments 0.0%
Value ($000) $25 Shares 400 Est. Cost $41.73 Unrealized +9.4%
Bunge Limited F 0.0%
Value ($000) $24 Shares 400 Est. Cost $88.33 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $24 Shares 400 Est. Cost $23.78 Unrealized +4.6%
LFUS Littelfuse Inc 0.0%
Value ($000) $24 Shares 200 Est. Cost $97.71 Unrealized +19.1%
Blackrock Muni Hldgs New Jersey Quality CEF 0.0%
Value ($000) $24 Shares 1,503 Est. Cost $15.30 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $15.01 Unrealized +7.9%
PAYX Paychex Inc 0.0%
Value ($000) $22 Shares 375 Est. Cost $34.44 Unrealized +16.6%
Unilever N V NY Shares 0.0%
Value ($000) $22 Shares 475 Est. Cost $41.76 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $21 Shares 100 Est. Cost $15.15 Unrealized 0.0%
LUV Southwest Airlines 0.0%
Value ($000) $21 Shares 525 Est. Cost $38.60 Unrealized -1.2%
Cohen & Steers Quality Income Realty Fund CEF 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $12.50 Unrealized
AAL American Airls Group Inc Common 0.0%
Value ($000) $21 Shares 750 Est. Cost $48.17 Unrealized -32.6%
IYM iShares DJ US Basic Materials Sector ETF 0.0%
Value ($000) $20 Shares 263 Est. Cost $81.89 Unrealized
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $20 Shares 450 Est. Cost $44.05 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $20 Shares 250 Est. Cost $43.71 Unrealized +21.6%
Vectren Corp 0.0%
Value ($000) $20 Shares 379 Est. Cost $40.12 Unrealized
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $19 Shares 255 Est. Cost $52.78 Unrealized +6.9%
Eaton Vance Limited Duration Income Fund CEF 0.0%
Value ($000) $19 Shares 1,400 Est. Cost $13.57 Unrealized
HPQ Hp Inc Common 0.0%
Value ($000) $19 Shares 1,522 Est. Cost $9.12 Unrealized -0.7%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $117.97 Unrealized +41.0%
Invesco Tr Invt Grade Muns Common 0.0%
Value ($000) $19 Shares 1,254 Est. Cost $12.76 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $19 Shares 320 Est. Cost $13.28 Unrealized 0.0%
XLU SPDR Utilities Select Sector ETF 0.0%
Value ($000) $19 Shares 358 Est. Cost $31532.60 Unrealized
Ingersoll-Rand PLC ADR 0.0%
Value ($000) $19 Shares 293 Est. Cost $68.26 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $19 Shares 200 Est. Cost $76.16 Unrealized 0.0%
CB Chubb Limited 0.0%
Value ($000) $18 Shares 137 Est. Cost $96.06 Unrealized +7.8%
Amtrust Finl Services Inc 0.0%
Value ($000) $18 Shares 750 Est. Cost $24.00 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $18 Shares 405 Est. Cost $37.48 Unrealized 0.0%
FAST Fastenol Co 0.0%
Value ($000) $18 Shares 400 Est. Cost $8.09 Unrealized +9.6%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $17 Shares 258 Est. Cost $13.68 Unrealized +33.8%
DLTR Dollar Tree Inc 0.0%
Value ($000) $17 Shares 180 Est. Cost $79.07 Unrealized +7.0%
AZN Astrazeneca Plc ADR F 0.0%
Value ($000) $17 Shares 550 Est. Cost $30.91 Unrealized
Federal Realty Invs Trust 0.0%
Value ($000) $17 Shares 105 Est. Cost $146.67 Unrealized
IP International Paper Co 0.0%
Value ($000) $17 Shares 400 Est. Cost $32.75 Unrealized -19.7%
Bemis Co Inc 0.0%
Value ($000) $17 Shares 323 Est. Cost $52.63 Unrealized
Shire Plc Sponsored ADR 0.0%
Value ($000) $17 Shares 90 Est. Cost $188.89 Unrealized
Southwest Bancorp, Inc. 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.00 Unrealized
Broadcom Ltd, Singapore Shs 0.0%
Value ($000) $16 Shares 100 Est. Cost $150.00 Unrealized
TMO Thermo Fisher Corp 0.0%
Value ($000) $16 Shares 105 Est. Cost $128.07 Unrealized +12.1%
LOW Lowes Companies Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $58.94 Unrealized +9.9%
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $16 Shares 180 Est. Cost $79.17 Unrealized
BP BP PLC ADR - F 0.0%
Value ($000) $16 Shares 464 Est. Cost $34.48 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $16 Shares 500 Est. Cost $26.53 Unrealized +19.5%
IYZ iShares DJ US Telecommunication Sector ETF 0.0%
Value ($000) $15 Shares 463 Est. Cost $29.85 Unrealized
Lexmark Intl Inc Class A 0.0%
Value ($000) $15 Shares 400 Est. Cost $45.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $15 Shares 393 Est. Cost $69.43 Unrealized -42.8%
Cepheid Common 0.0%
Value ($000) $15 Shares 500 Est. Cost $56.00 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $15 Shares 350 Est. Cost $39.90 Unrealized +8.3%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $14 Shares 107 Est. Cost $109.65 Unrealized
Raytheon Company 0.0%
Value ($000) $14 Shares 105 Est. Cost $106.98 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $14 Shares 160 Est. Cost $77.43 Unrealized -10.0%
PowerShares DB G10 Currency Harvest ETF 0.0%
Value ($000) $14 Shares 575 Est. Cost $24.35 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.43 Unrealized -5.6%
AGCO AGCO Corp 0.0%
Value ($000) $13 Shares 275 Est. Cost $41.30 Unrealized 0.0%
VLO Valero Energy Corp New 0.0%
Value ($000) $13 Shares 250 Est. Cost $38.94 Unrealized -1.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $104.38 Unrealized +0.2%
TRV Travelers Co Inc 0.0%
Value ($000) $12 Shares 97 Est. Cost $80.92 Unrealized +13.1%
ROK Rockwell Automation 0.0%
Value ($000) $12 Shares 105 Est. Cost $92.42 Unrealized +3.3%
RJF Raymond James Financial Inc 0.0%
Value ($000) $12 Shares 253 Est. Cost $31.81 Unrealized -6.8%
Apartment Invt & Mgmt Co - A REIT 0.0%
Value ($000) $12 Shares 276 Est. Cost $36.23 Unrealized
EWG Ishares Inc Msci Germany Etf 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
AXP American Express 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.25 Unrealized 0.0%
MOS Mosaic Co New 0.0%
Value ($000) $11 Shares 425 Est. Cost $36.67 Unrealized -39.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $11 Shares 215 Est. Cost $17.75 Unrealized +17.0%
DUK Duke Energy Corp. 0.0%
Value ($000) $11 Shares 130 Est. Cost $53.82 Unrealized 0.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $11 Shares 250 Est. Cost $62.87 Unrealized -26.8%
IJK iShares S&P Midcap 400 Growth ETF 0.0%
Value ($000) $11 Shares 66 Est. Cost $160.00 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $11 Shares 222 Est. Cost $42.26 Unrealized
Century Link, Inc. 0.0%
Value ($000) $11 Shares 389 Est. Cost $33.42 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $10 Shares 105 Est. Cost $9.61 Unrealized 0.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $10 Shares 202 Est. Cost $39.66 Unrealized -0.3%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $10 Shares 722 Est. Cost $6.02 Unrealized +16.0%
EMN Eastman Chemical Co 0.0%
Value ($000) $10 Shares 150 Est. Cost $51.07 Unrealized +4.9%
KHC Kraft Heinz Co 0.0%
Value ($000) $10 Shares 115 Est. Cost $47.82 Unrealized +12.1%
TJX TJX Cos Inc 0.0%
Value ($000) $10 Shares 130 Est. Cost $31.07 Unrealized +7.3%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $10 Shares 84 Est. Cost $107.14 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $25.33 Unrealized +21.2%
O Realty Income Corp 0.0%
Value ($000) $9 Shares 125 Est. Cost $27.77 Unrealized +39.0%
Powershares DB Commodity Index ETF 0.0%
Value ($000) $9 Shares 570 Est. Cost $16.99 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $9 Shares 165 Est. Cost $44.88 Unrealized +12.5%
AFG American Financial Group 0.0%
Value ($000) $9 Shares 120 Est. Cost $34.05 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.73 Unrealized -10.3%
Donnelley Rr & Sons Co 0.0%
Value ($000) $9 Shares 535 Est. Cost $15.05 Unrealized
EIX Edison International 0.0%
Value ($000) $9 Shares 110 Est. Cost $39.30 Unrealized +23.5%
Cabelas Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $8 Shares 196 Est. Cost $65.56 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +17.0%
Cypress Income Fund 11 LLC 0.0%
Value ($000) $7 Shares 16,575 Est. Cost $0.60 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $7 Shares 195 Est. Cost $44.24 Unrealized -46.1%
HRB H&R Block Inc 0.0%
Value ($000) $7 Shares 315 Est. Cost $15.31 Unrealized 0.0%
Habit Restaurants Inc 0.0%
Value ($000) $7 Shares 425 Est. Cost $23061.18 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $7 Shares 58 Est. Cost $120.69 Unrealized
Noble Energy Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $50.00 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $6 Shares 180 Est. Cost $38.89 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $51.97 Unrealized -4.8%
CMI Cummins Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $82.31 Unrealized +6.5%
ENR Energizer Holdings Inc 0.0%
Value ($000) $6 Shares 110 Est. Cost $26.59 Unrealized +25.7%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $6 Shares 80 Est. Cost $56.58 Unrealized +7.4%
Jacobs Engineering Group 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
FHI Federated Invs Inc Pa Class B 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.82 Unrealized -2.0%
Nashville Area ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
GT Goodyear Tire & Rubber 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.72 Unrealized -3.5%
PH Parker Hannifin 0.0%
Value ($000) $5 Shares 45 Est. Cost $85.95 Unrealized +12.2%
Potbelly Corp Common 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
Reynolds American Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.44 Unrealized
Whitewave Foods 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
Smith & Wesson Holding Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
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
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $4 Shares 142 Est. Cost $35.21 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $4 Shares 110 Est. Cost $21.84 Unrealized +3.2%
INTG Intergroup Corp Com 0.0%
Value ($000) $4 Shares 150 Est. Cost $19.09 Unrealized +38.6%
ITT ITT Inc. 0.0%
Value ($000) $4 Shares 132 Est. Cost $35.86 Unrealized 0.0%
FE First Energy Corp 0.0%
Value ($000) $4 Shares 112 Est. Cost $22.29 Unrealized +1.8%
Celgene Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $125.00 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $3 Shares 34 Est. Cost $34.87 Unrealized +15.0%
Templeton Global Income CEF 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.00 Unrealized
ELV Anthem Inc. 0.0%
Value ($000) $3 Shares 23 Est. Cost $119.90 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $3 Shares 20 Est. Cost $138.32 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $95.34 Unrealized +10.1%
FPI Farmland Partners Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
Quidel Corp 0.0%
Value ($000) $2 Shares 120 Est. Cost $25.00 Unrealized
RIO Rio Tinto PLC Spon-ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
Spirit Airlines 0.0%
Value ($000) $2 Shares 50 Est. Cost $80.00 Unrealized
SPDR Nuveen Barclays Build America Bond ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $63.87 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
Time Warner Inc 0.0%
Value ($000) $2 Shares 33 Est. Cost $90.91 Unrealized
Weight Watchers Intl Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $22800.00 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -2.2%
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 $10.00 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $8758.77 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $1 Shares 95 Est. Cost $19.83 Unrealized -38.8%
Omega Protein Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $1 Shares 3 Est. Cost $214.89 Unrealized 0.0%
Halyard Health Inc Common 0.0%
Value ($000) $0 Shares 13 Est. Cost $55.56 Unrealized
California Res Corp Common New 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Time Inc New Common 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized