Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 6, 2017

Total Value ($000): $220,049 (100.0% shares, 0.0% debt)

Holdings (344)

JPM JPMorgan Chase & Co 4.3%
Value ($000) $9,502 Shares 108,179 Est. Cost $47.83 Unrealized +45.7%
WFC Wells Fargo & Co New 3.2%
Value ($000) $7,112 Shares 127,773 Est. Cost $39.20 Unrealized +13.2%
BRK/B Berkshire Hathaway Class B 3.0%
Value ($000) $6,699 Shares 40,192 Est. Cost $155.00 Unrealized +7.9%
T AT&T Inc 3.0%
Value ($000) $6,585 Shares 158,477 Est. Cost $14.64 Unrealized +14.3%
MRK Merck & Co Inc 3.0%
Value ($000) $6,580 Shares 103,561 Est. Cost $43.82 Unrealized +5.1%
WDC Western Digital Corp 3.0%
Value ($000) $6,497 Shares 78,721 Est. Cost $38.29 Unrealized +34.0%
QCOM Qualcomm Inc 2.9%
Value ($000) $6,383 Shares 111,315 Est. Cost $45.96 Unrealized -1.0%
CSCO Cisco Systems 2.9%
Value ($000) $6,370 Shares 188,455 Est. Cost $21.03 Unrealized +17.6%
SJM JM Smucker Co 2.9%
Value ($000) $6,356 Shares 48,489 Est. Cost $102.94 Unrealized 0.0%
EMN Eastman Chemical Co 2.6%
Value ($000) $5,684 Shares 70,345 Est. Cost $58.47 Unrealized +0.0%
Blackrock Inc 2.4%
Value ($000) $5,217 Shares 13,602 Est. Cost $7859.90 Unrealized
AAPL Apple Inc 2.3%
Value ($000) $5,084 Shares 35,374 Est. Cost $26.09 Unrealized +16.7%
NUE Nucor Corp 2.3%
Value ($000) $5,051 Shares 84,577 Est. Cost $39.33 Unrealized +27.5%
iShares iBonds 12-2019 ETF 2.0%
Value ($000) $4,476 Shares 179,181 Est. Cost $25.12 Unrealized
iShares iBonds 12-2021ETF 2.0%
Value ($000) $4,464 Shares 179,942 Est. Cost $25.30 Unrealized
iShares iBonds 12-2020 ETF 2.0%
Value ($000) $4,463 Shares 175,564 Est. Cost $25.71 Unrealized
iShares iBonds 12-2018 ETF 2.0%
Value ($000) $4,379 Shares 173,972 Est. Cost $25.25 Unrealized
AMT American Tower REIT 2.0%
Value ($000) $4,347 Shares 35,765 Est. Cost $74.21 Unrealized +18.4%
Time Warner Inc 2.0%
Value ($000) $4,310 Shares 44,112 Est. Cost $79.89 Unrealized
iShares iBonds 12-2022 ETF 1.9%
Value ($000) $4,278 Shares 171,789 Est. Cost $25.48 Unrealized
AMZN Amazon.com Inc 1.9%
Value ($000) $4,261 Shares 4,805 Est. Cost $39.18 Unrealized +6.4%
DIS Walt Disney Company 1.9%
Value ($000) $4,199 Shares 37,033 Est. Cost $93.45 Unrealized +10.2%
GOOGL Alphabet Inc - A 1.9%
Value ($000) $4,134 Shares 4,876 Est. Cost $37.20 Unrealized +12.2%
META Facebook Inc Class A 1.9%
Value ($000) $4,116 Shares 28,973 Est. Cost $122.89 Unrealized +8.0%
IJR iShares Core S&P Small-Cap ETF 1.7%
Value ($000) $3,741 Shares 54,112 Est. Cost $30787.26 Unrealized
HD Home Depot Inc 1.6%
Value ($000) $3,521 Shares 23,981 Est. Cost $88.38 Unrealized +29.4%
GILD Gilead Sciences Inc 1.6%
Value ($000) $3,448 Shares 50,767 Est. Cost $67.88 Unrealized -25.4%
Priceline Group Inc 1.5%
Value ($000) $3,298 Shares 1,853 Est. Cost $1469.71 Unrealized
IVV iShares Core S&P 500 ETF 1.5%
Value ($000) $3,196 Shares 13,469 Est. Cost $3845.32 Unrealized
SBUX Starbucks Corporation 1.4%
Value ($000) $3,050 Shares 52,242 Est. Cost $42.15 Unrealized +11.0%
iShares iBonds 09-2019 Muni ETF 1.3%
Value ($000) $2,913 Shares 114,096 Est. Cost $2294.35 Unrealized
iShares iBonds 09-2020 Muni ETF 1.3%
Value ($000) $2,901 Shares 113,508 Est. Cost $25.52 Unrealized
iShares iBonds 09-2018 Muni ETF 1.2%
Value ($000) $2,705 Shares 106,339 Est. Cost $7876.35 Unrealized
iShares iBonds 12-2021 Muni ETF 1.2%
Value ($000) $2,560 Shares 99,827 Est. Cost $25.84 Unrealized
VTV Vanguard Value ETF 1.0%
Value ($000) $2,300 Shares 24,115 Est. Cost $88.89 Unrealized
Monsanto Co New Del 1.0%
Value ($000) $2,298 Shares 20,300 Est. Cost $5765.54 Unrealized
iShares iBonds 12-2022 Muni ETF 1.0%
Value ($000) $2,147 Shares 83,403 Est. Cost $26.22 Unrealized
XOM Exxon Mobil Corp 0.9%
Value ($000) $2,017 Shares 24,599 Est. Cost $55.28 Unrealized +1.5%
VEA Vanguard FTSE Developed Markets ETF 0.9%
Value ($000) $1,968 Shares 50,061 Est. Cost $16830.10 Unrealized
AGG iShares Core Total U.S. Bond Market ETF 0.8%
Value ($000) $1,837 Shares 16,931 Est. Cost $28431.82 Unrealized
VUG Vanguard Growth Index ETF 0.8%
Value ($000) $1,821 Shares 14,965 Est. Cost $111.39 Unrealized
iShares iBonds 09-2017 Muni ETF 0.8%
Value ($000) $1,708 Shares 62,680 Est. Cost $23366.08 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.8%
Value ($000) $1,677 Shares 19,403 Est. Cost $3806.80 Unrealized
MUB iShares National Mun Bond ETF 0.6%
Value ($000) $1,324 Shares 12,153 Est. Cost $111.00 Unrealized
VNQ Vanguard REIT ETF 0.6%
Value ($000) $1,300 Shares 15,748 Est. Cost $12519.45 Unrealized
LARK Landmark Bancshares 0.6%
Value ($000) $1,220 Shares 41,155 Est. Cost $17.73 Unrealized +25.7%
JKHY Jack Henry & Assoc Inc 0.5%
Value ($000) $1,154 Shares 12,392 Est. Cost $57.27 Unrealized +44.8%
JNJ Johnson & Johnson 0.5%
Value ($000) $1,150 Shares 9,231 Est. Cost $74.96 Unrealized +24.6%
IJH iShares Core S&P Mid-Cap ETF 0.5%
Value ($000) $1,148 Shares 6,707 Est. Cost $7441.41 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.5%
Value ($000) $1,146 Shares 12,740 Est. Cost $78.81 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.5%
Value ($000) $1,111 Shares 9,427 Est. Cost $120.32 Unrealized
BSV Vanguard Short-Term Bond ETF 0.4%
Value ($000) $897 Shares 11,251 Est. Cost $80.26 Unrealized
PEP Pepsico Inc 0.4%
Value ($000) $812 Shares 7,256 Est. Cost $70.34 Unrealized +16.5%
TFI SPDR Nuveen Barclays Muni Bond ETF 0.3%
Value ($000) $757 Shares 15,787 Est. Cost $49.37 Unrealized
INTC Intel Corp 0.3%
Value ($000) $733 Shares 20,328 Est. Cost $24.69 Unrealized +20.2%
General Electric 0.3%
Value ($000) $725 Shares 24,336 Est. Cost $25.39 Unrealized
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $725 Shares 8,651 Est. Cost $72.57 Unrealized
FBL Financial Group Inc A 0.3%
Value ($000) $655 Shares 10,000 Est. Cost $61.50 Unrealized
MSFT Microsoft 0.3%
Value ($000) $648 Shares 9,843 Est. Cost $38.62 Unrealized +49.8%
Westar Energy 0.3%
Value ($000) $643 Shares 11,849 Est. Cost $39.27 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.3%
Value ($000) $631 Shares 15,881 Est. Cost $10203.88 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.3%
Value ($000) $567 Shares 4,947 Est. Cost $114.23 Unrealized
VTI Vanguard US Total Stock Market ETF 0.2%
Value ($000) $521 Shares 4,297 Est. Cost $16479.63 Unrealized
Powershares DB Commodity Index ETF 0.2%
Value ($000) $504 Shares 33,120 Est. Cost $15.23 Unrealized
BRK/A Berkshire Hathaway Class A 0.2%
Value ($000) $500 Shares 2 Est. Cost $230816.08 Unrealized +8.7%
CAT Caterpillar Inc 0.2%
Value ($000) $492 Shares 5,309 Est. Cost $61.25 Unrealized +26.9%
Dupont 0.2%
Value ($000) $483 Shares 6,013 Est. Cost $65.14 Unrealized
BND Vanguard Total Bond Index ETF 0.2%
Value ($000) $473 Shares 5,832 Est. Cost $80.76 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.2%
Value ($000) $466 Shares 8,605 Est. Cost $54.80 Unrealized
USB US Bancorp New 0.2%
Value ($000) $434 Shares 8,426 Est. Cost $29.81 Unrealized +27.7%
IBM IBM Corporation 0.2%
Value ($000) $431 Shares 2,473 Est. Cost $96.79 Unrealized +18.2%
PFE Pfizer 0.2%
Value ($000) $430 Shares 12,564 Est. Cost $20.39 Unrealized +5.0%
CVX Chevron Corp 0.2%
Value ($000) $414 Shares 3,853 Est. Cost $64.32 Unrealized +19.3%
KO Coca Cola Company 0.2%
Value ($000) $405 Shares 9,540 Est. Cost $30.15 Unrealized +4.5%
DE Deere & Co 0.2%
Value ($000) $388 Shares 3,560 Est. Cost $72.00 Unrealized +31.1%
BA Boeing 0.2%
Value ($000) $384 Shares 2,173 Est. Cost $135.00 Unrealized +17.6%
MMM 3M Company 0.2%
Value ($000) $351 Shares 1,836 Est. Cost $102.66 Unrealized +10.7%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $342 Shares 4,745 Est. Cost $20.49 Unrealized -3.5%
ADP Automatic Data Processing 0.1%
Value ($000) $324 Shares 3,165 Est. Cost $77.08 Unrealized +9.5%
ENB Enbridge Inc 0.1%
Value ($000) $311 Shares 7,429 Est. Cost $24.73 Unrealized 0.0%
CL Colgate-Palmolive 0.1%
Value ($000) $307 Shares 4,200 Est. Cost $52.93 Unrealized +7.4%
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.1%
Value ($000) $274 Shares 4,838 Est. Cost $57.89 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $273 Shares 2,061 Est. Cost $74.20 Unrealized +40.9%
ALL Allstate Corp 0.1%
Value ($000) $267 Shares 3,275 Est. Cost $57.46 Unrealized +12.3%
PG Procter & Gamble Co 0.1%
Value ($000) $262 Shares 2,920 Est. Cost $60.65 Unrealized +15.5%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $257 Shares 5,584 Est. Cost $33.86 Unrealized +1.7%
SO Southern Company Inc 0.1%
Value ($000) $255 Shares 5,123 Est. Cost $28.29 Unrealized +20.7%
PSX Phillips 66 0.1%
Value ($000) $255 Shares 3,223 Est. Cost $52.46 Unrealized +9.2%
ABT Abbott Labs Common 0.1%
Value ($000) $254 Shares 5,712 Est. Cost $33.65 Unrealized +9.8%
COP Conocophillips 0.1%
Value ($000) $253 Shares 5,072 Est. Cost $45.51 Unrealized -19.6%
WM Waste Management Inc 0.1%
Value ($000) $253 Shares 3,472 Est. Cost $42.63 Unrealized +42.9%
ABBV AbbVie Inc 0.1%
Value ($000) $236 Shares 3,626 Est. Cost $43.58 Unrealized -0.2%
MDY SPDR S&P MidCap 400 Index ETF 0.1%
Value ($000) $233 Shares 745 Est. Cost $262.64 Unrealized
United Technologies Corp 0.1%
Value ($000) $224 Shares 1,995 Est. Cost $4020.27 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $219 Shares 1,660 Est. Cost $85.22 Unrealized +8.7%
CAG Conagra 0.1%
Value ($000) $219 Shares 5,436 Est. Cost $22.50 Unrealized +28.1%
BAC Bank Of America 0.1%
Value ($000) $207 Shares 8,792 Est. Cost $15.68 Unrealized +23.6%
SHM SPDR Nuveen Short Term Muni Bond ETF 0.1%
Value ($000) $201 Shares 4,156 Est. Cost $48.11 Unrealized
Guggenheim BulletShares 2023 Corp ETF 0.1%
Value ($000) $199 Shares 9,614 Est. Cost $29.97 Unrealized
Guggenheim BulletShares 2020 Corp ETF 0.1%
Value ($000) $182 Shares 8,519 Est. Cost $21.50 Unrealized
UNP Union Pacific 0.1%
Value ($000) $180 Shares 1,701 Est. Cost $80.39 Unrealized +9.0%
Guggenheim BulletShares 2022 Corp ETF 0.1%
Value ($000) $178 Shares 8,460 Est. Cost $21.29 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $177 Shares 1,267 Est. Cost $138.76 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $174 Shares 1,540 Est. Cost $48.28 Unrealized +35.8%
Discover Financial Services 0.1%
Value ($000) $167 Shares 2,437 Est. Cost $2128.02 Unrealized
Guggenheim BulletShares 2018 Corp ETF 0.1%
Value ($000) $165 Shares 7,750 Est. Cost $329.04 Unrealized
GIS General Mills Incorporated 0.1%
Value ($000) $165 Shares 2,790 Est. Cost $38.96 Unrealized +14.5%
PRU Prudential Financial 0.1%
Value ($000) $159 Shares 1,490 Est. Cost $51.06 Unrealized +40.5%
DKS Dick's Sporting Goods Inc 0.1%
Value ($000) $159 Shares 3,269 Est. Cost $37.22 Unrealized +4.9%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $158 Shares 672 Est. Cost $21977.65 Unrealized
ALK Alaska Air Group Inc 0.1%
Value ($000) $156 Shares 1,690 Est. Cost $73.89 Unrealized +20.5%
UPS United Parcel Service 0.1%
Value ($000) $153 Shares 1,422 Est. Cost $69.90 Unrealized +12.1%
LLY Eli Lilly & Co 0.1%
Value ($000) $144 Shares 1,708 Est. Cost $62.52 Unrealized +11.2%
MA Mastercard Inc Class A 0.1%
Value ($000) $140 Shares 1,242 Est. Cost $84.50 Unrealized +23.4%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $135 Shares 1,190 Est. Cost $107.41 Unrealized
CMCSA Comcast Corp Class A 0.1%
Value ($000) $135 Shares 3,592 Est. Cost $26.22 Unrealized +14.1%
Guggenheim BulletShares 2019 Corp ETF 0.1%
Value ($000) $132 Shares 6,235 Est. Cost $4183.29 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $131 Shares 1,010 Est. Cost $79.79 Unrealized +27.5%
MO Altria Group Inc 0.1%
Value ($000) $130 Shares 1,825 Est. Cost $27.87 Unrealized +38.3%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $129 Shares 2,380 Est. Cost $43.74 Unrealized -8.7%
IYR iShares DJ US Real Estate Index ETF 0.1%
Value ($000) $124 Shares 1,585 Est. Cost $68970.56 Unrealized
XLK SPDR Technology Sector ETF 0.1%
Value ($000) $123 Shares 2,315 Est. Cost $41.40 Unrealized
KIM Kimco Realty Corp 0.1%
Value ($000) $121 Shares 5,500 Est. Cost $15.49 Unrealized -0.9%
Anadarko Petroleum Corp 0.1%
Value ($000) $112 Shares 1,814 Est. Cost $69.46 Unrealized
Guggenheim BulletShares 2017 Corp ETF 0.0%
Value ($000) $110 Shares 4,859 Est. Cost $3915.05 Unrealized
CMS CMS Energy 0.0%
Value ($000) $109 Shares 2,427 Est. Cost $24.47 Unrealized +36.3%
Oneok Partners LP 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $40.00 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $107 Shares 835 Est. Cost $19.95 Unrealized +26.1%
SPGI S&P Global Inc 0.0%
Value ($000) $105 Shares 800 Est. Cost $96.34 Unrealized +19.1%
VZ Verizon Communications 0.0%
Value ($000) $103 Shares 2,118 Est. Cost $28.72 Unrealized +9.4%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $102 Shares 1,688 Est. Cost $34.80 Unrealized +27.4%
CDK Global Inc Common 0.0%
Value ($000) $100 Shares 1,533 Est. Cost $48.57 Unrealized
SCI Service Corp International 0.0%
Value ($000) $94 Shares 3,050 Est. Cost $24.32 Unrealized +23.7%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $94 Shares 2,705 Est. Cost $31.22 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $92 Shares 2,496 Est. Cost $26.77 Unrealized +32.2%
NKE Nike Inc Cl B 0.0%
Value ($000) $91 Shares 1,630 Est. Cost $48.01 Unrealized +2.6%
PNW Pinnacle West Capital Cp 0.0%
Value ($000) $90 Shares 1,081 Est. Cost $39.75 Unrealized +41.3%
Cerner Corp 0.0%
Value ($000) $89 Shares 1,518 Est. Cost $53.93 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $86 Shares 1,920 Est. Cost $36.94 Unrealized -1.2%
HON Honeywell International 0.0%
Value ($000) $85 Shares 681 Est. Cost $73.69 Unrealized +24.7%
Guggenheim BulletShares 2021 Corp ETF 0.0%
Value ($000) $84 Shares 3,982 Est. Cost $215.26 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $83 Shares 1,290 Est. Cost $32.25 Unrealized +84.1%
D Dominion Resources Inc 0.0%
Value ($000) $81 Shares 1,050 Est. Cost $44.62 Unrealized +14.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $80 Shares 711 Est. Cost $112.52 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $79 Shares 1,756 Est. Cost $7304.55 Unrealized
IWS iShares Russell Midcap Value Index ETF 0.0%
Value ($000) $78 Shares 937 Est. Cost $78.97 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $76 Shares 1,079 Est. Cost $48.83 Unrealized 0.0%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $76 Shares 1,811 Est. Cost $29.75 Unrealized +16.2%
MCK McKesson Corp 0.0%
Value ($000) $74 Shares 500 Est. Cost $204.26 Unrealized -33.2%
ES Eversource Energy 0.0%
Value ($000) $73 Shares 1,250 Est. Cost $33.64 Unrealized +24.4%
TXN Texas Instruments 0.0%
Value ($000) $73 Shares 900 Est. Cost $49.54 Unrealized +22.4%
WY Weyerhaeuser Co 0.0%
Value ($000) $73 Shares 2,152 Est. Cost $22.30 Unrealized +3.3%
FLR Fluor Corporation New 0.0%
Value ($000) $72 Shares 1,372 Est. Cost $45.83 Unrealized +10.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $71 Shares 267 Est. Cost $175.55 Unrealized +17.8%
CLX Clorox Company 0.0%
Value ($000) $71 Shares 525 Est. Cost $80.19 Unrealized +25.3%
GRID First Tr Exchange Traded Fdii Nasdaq Clean Edgesmart Grid Infrastructure 0.0%
Value ($000) $70 Shares 1,670 Est. Cost $34.73 Unrealized
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $68 Shares 1,207 Est. Cost $26.02 Unrealized +41.2%
HSY Hershey Co 0.0%
Value ($000) $67 Shares 615 Est. Cost $74.07 Unrealized +17.2%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $66 Shares 288 Est. Cost $157.58 Unrealized +26.9%
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $65 Shares 629 Est. Cost $97.44 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $64 Shares 1,302 Est. Cost $35.00 Unrealized +29.0%
Guggenheim BulletShares 2024 Corp ETF 0.0%
Value ($000) $64 Shares 3,125 Est. Cost $21.18 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $63 Shares 383 Est. Cost $116.31 Unrealized +9.4%
NOC Northrop Grumman Corp 0.0%
Value ($000) $62 Shares 260 Est. Cost $137.50 Unrealized +49.6%
SHYG iShares 0-5 Year High Yield Corp Bond ETF 0.0%
Value ($000) $61 Shares 1,272 Est. Cost $46.21 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $60 Shares 719 Est. Cost $82.56 Unrealized
TSN Tyson Foods Cl A 0.0%
Value ($000) $59 Shares 960 Est. Cost $31.83 Unrealized +57.2%
OXY Occidental Petroleum 0.0%
Value ($000) $59 Shares 928 Est. Cost $55.64 Unrealized -6.4%
AEP American Electrical Power Inc 0.0%
Value ($000) $58 Shares 865 Est. Cost $44.69 Unrealized +6.0%
IDA Idacorp Inc 0.0%
Value ($000) $58 Shares 700 Est. Cost $59.55 Unrealized +35.4%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $57 Shares 350 Est. Cost $105.83 Unrealized +34.3%
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $57 Shares 351 Est. Cost $159.69 Unrealized
KBS Legacy Partners Apartment REIT Inc USA 0.0%
Value ($000) $57 Shares 6,112 Est. Cost $10.96 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $57 Shares 735 Est. Cost $64.39 Unrealized -1.6%
Guggenheim BulletShares 2025 Corp ETF 0.0%
Value ($000) $56 Shares 2,775 Est. Cost $3748.30 Unrealized
HYG iShares IBOXX High Yield Corp Bond ETF 0.0%
Value ($000) $56 Shares 634 Est. Cost $55417.62 Unrealized
DWX SPDR S&P Intl Dividend - ETF 0.0%
Value ($000) $55 Shares 1,450 Est. Cost $10379.22 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $53 Shares 270 Est. Cost $147.93 Unrealized +11.6%
BBH VanEck Vectors ETF Tr 0.0%
Value ($000) $51 Shares 425 Est. Cost $101.18 Unrealized
DVY iShares DJ Select Dividend Index ETF 0.0%
Value ($000) $49 Shares 538 Est. Cost $89.22 Unrealized
CSX CSX Corp 0.0%
Value ($000) $48 Shares 1,031 Est. Cost $8.82 Unrealized +53.0%
KBSR KBS REIT III 0.0%
Value ($000) $48 Shares 4,757 Est. Cost $10.09 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $47 Shares 720 Est. Cost $39.11 Unrealized +8.7%
RWR SPDR Dow Jones REIT Index ETF 0.0%
Value ($000) $47 Shares 505 Est. Cost $91.35 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $46 Shares 565 Est. Cost $59.56 Unrealized +4.7%
IGSB iShares Barclays 1-3 Yr Credit Bond ETF 0.0%
Value ($000) $45 Shares 426 Est. Cost $105.53 Unrealized
NVS Novartis AG-ADR 0.0%
Value ($000) $44 Shares 591 Est. Cost $13001.02 Unrealized
CION Investment Corp 0.0%
Value ($000) $42 Shares 4,785 Est. Cost $8.78 Unrealized
Express Scripts Holdings 0.0%
Value ($000) $42 Shares 638 Est. Cost $2472.35 Unrealized
FS Global Credit Opportuniteis Cl A 0.0%
Value ($000) $41 Shares 5,317 Est. Cost $7.71 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $41 Shares 596 Est. Cost $60.37 Unrealized
Corporate Capital Trust, Inc. 0.0%
Value ($000) $40 Shares 4,545 Est. Cost $8.80 Unrealized
HMS Income Fund, Inc. 0.0%
Value ($000) $40 Shares 5,128 Est. Cost $7.80 Unrealized
BP BP PLC ADR - F 0.0%
Value ($000) $39 Shares 1,126 Est. Cost $37.30 Unrealized
VWOB Vanguard Emerging Market Govt Bond Index ETF 0.0%
Value ($000) $38 Shares 475 Est. Cost $8286.91 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $27.38 Unrealized +4.1%
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $37 Shares 2,500 Est. Cost $11.20 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $36 Shares 461 Est. Cost $78.09 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $36 Shares 400 Est. Cost $23.78 Unrealized +64.1%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $36 Shares 1,522 Est. Cost $6.50 Unrealized +58.9%
Yahoo Inc 0.0%
Value ($000) $35 Shares 750 Est. Cost $46.67 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $33.53 Unrealized +3.9%
NTRS Northern Trust Company 0.0%
Value ($000) $35 Shares 400 Est. Cost $51.14 Unrealized +32.6%
GLW Corning Inc 0.0%
Value ($000) $35 Shares 1,279 Est. Cost $17.18 Unrealized +22.1%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $34 Shares 3,017 Est. Cost $10.28 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $32 Shares 200 Est. Cost $97.71 Unrealized +62.2%
AAL American Airlines Group Inc 0.0%
Value ($000) $32 Shares 750 Est. Cost $48.17 Unrealized -9.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $30 Shares 255 Est. Cost $112.11 Unrealized
Kellogg Co 0.0%
Value ($000) $29 Shares 400 Est. Cost $42.08 Unrealized +19.0%
KR Kroger Co 0.0%
Value ($000) $28 Shares 952 Est. Cost $29.84 Unrealized -11.1%
TSLA Tesla Motors Inc 0.0%
Value ($000) $28 Shares 100 Est. Cost $15.15 Unrealized +11.7%
LUV Southwest Airlines 0.0%
Value ($000) $28 Shares 525 Est. Cost $38.60 Unrealized +25.1%
XLE SPDR Energy Sector ETF 0.0%
Value ($000) $28 Shares 400 Est. Cost $74.70 Unrealized
DUK Duke Energy Corp. 0.0%
Value ($000) $28 Shares 345 Est. Cost $54.74 Unrealized +1.0%
TR Tootsie Roll Inds Inc 0.0%
Value ($000) $27 Shares 715 Est. Cost $25.40 Unrealized +23.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $27 Shares 233 Est. Cost $109.82 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $27 Shares 450 Est. Cost $42.22 Unrealized +19.2%
PPL PPL Corp 0.0%
Value ($000) $27 Shares 716 Est. Cost $20.25 Unrealized +18.7%
HPQ Hp Inc Common 0.0%
Value ($000) $27 Shares 1,522 Est. Cost $9.12 Unrealized +32.6%
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $27 Shares 850 Est. Cost $62.34 Unrealized
Southwest Bancorp, Inc. 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $18.00 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $25 Shares 706 Est. Cost $15.94 Unrealized +17.3%
Unilever N V NY Shares 0.0%
Value ($000) $24 Shares 475 Est. Cost $41.76 Unrealized
Ingersoll-Rand PLC ADR 0.0%
Value ($000) $24 Shares 293 Est. Cost $68.26 Unrealized
Bunge Limited F 0.0%
Value ($000) $24 Shares 300 Est. Cost $88.33 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $23 Shares 240 Est. Cost $24.27 Unrealized +29.0%
WRB WR Berkley Corp 0.0%
Value ($000) $23 Shares 320 Est. Cost $14.61 Unrealized +15.2%
LEG Leggett & Platt Inc 0.0%
Value ($000) $23 Shares 450 Est. Cost $44.60 Unrealized +9.5%
VFC VF Corp 0.0%
Value ($000) $23 Shares 420 Est. Cost $66.45 Unrealized -25.8%
PAYX Paychex Inc 0.0%
Value ($000) $22 Shares 375 Est. Cost $34.44 Unrealized +35.6%
Vectren Corp 0.0%
Value ($000) $22 Shares 379 Est. Cost $40.12 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $22.11 Unrealized +35.3%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $22 Shares 100 Est. Cost $117.97 Unrealized +75.0%
Broadcom Ltd, 0.0%
Value ($000) $22 Shares 100 Est. Cost $150.00 Unrealized
Dow Chemical 0.0%
Value ($000) $22 Shares 346 Est. Cost $49.20 Unrealized
FAST Fastenol Co 0.0%
Value ($000) $21 Shares 400 Est. Cost $8.09 Unrealized +22.8%
BAX Baxter Intl Inc 0.0%
Value ($000) $21 Shares 405 Est. Cost $39.74 Unrealized +6.7%
TMO Thermo Fisher Corp 0.0%
Value ($000) $21 Shares 135 Est. Cost $132.76 Unrealized +12.4%
EFA iShares MSCI EAFE Index ETF 0.0%
Value ($000) $20 Shares 320 Est. Cost $56.25 Unrealized
IP International Paper Co 0.0%
Value ($000) $20 Shares 400 Est. Cost $32.37 Unrealized +5.6%
F Ford Motor Company New 0.0%
Value ($000) $20 Shares 1,715 Est. Cost $8.56 Unrealized -9.1%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $19 Shares 180 Est. Cost $105588.89 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $19 Shares 450 Est. Cost $43.97 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $19 Shares 253 Est. Cost $31.81 Unrealized +40.1%
XLY SPDR Consumer Discretionary Sector ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $53905.71 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $18 Shares 224 Est. Cost $64.05 Unrealized -5.4%
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $79.17 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $18 Shares 160 Est. Cost $77.43 Unrealized +26.3%
AZN Astrazeneca Plc ADR F 0.0%
Value ($000) $17 Shares 550 Est. Cost $27.27 Unrealized
IXC iShares S&P Global Energy Sector ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $21971.45 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $17 Shares 275 Est. Cost $43.68 Unrealized +14.2%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $17 Shares 255 Est. Cost $52.78 Unrealized +10.5%
TRV Travelers Co Inc 0.0%
Value ($000) $17 Shares 144 Est. Cost $86.80 Unrealized +14.0%
Raytheon Company 0.0%
Value ($000) $16 Shares 105 Est. Cost $106.98 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $16 Shares 105 Est. Cost $93.86 Unrealized +35.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $16 Shares 105 Est. Cost $9.61 Unrealized +46.1%
LOW Lowes Companies Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $58.94 Unrealized +10.3%
Bemis Co Inc 0.0%
Value ($000) $16 Shares 323 Est. Cost $46.44 Unrealized
AXP American Express 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.98 Unrealized +13.4%
HOG Harley Davidson Inc 0.0%
Value ($000) $15 Shares 250 Est. Cost $58.33 Unrealized +0.7%
TJX TJX Cos Inc 0.0%
Value ($000) $15 Shares 185 Est. Cost $31.95 Unrealized +6.5%
PowerShares DB G10 Currency Harvest ETF 0.0%
Value ($000) $15 Shares 575 Est. Cost $24.35 Unrealized
CVS CVS Corporation 0.0%
Value ($000) $15 Shares 195 Est. Cost $68.64 Unrealized -11.7%
Amtrust Finl Services Inc 0.0%
Value ($000) $14 Shares 750 Est. Cost $28.00 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $105.11 Unrealized
IFGL iShares International Developed Real Estate ETF 0.0%
Value ($000) $14 Shares 506 Est. Cost $30.86 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $14 Shares 200 Est. Cost $76.16 Unrealized -14.3%
DLTR Dollar Tree Inc 0.0%
Value ($000) $14 Shares 180 Est. Cost $79.07 Unrealized -2.8%
HP Helmerich & Payne Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.43 Unrealized +8.8%
CTAS Cintas Corp Common 0.0%
Value ($000) $13 Shares 102 Est. Cost $27.09 Unrealized 0.0%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $13 Shares 188 Est. Cost $13.68 Unrealized +47.3%
MAT Mattel Inc 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.53 Unrealized +0.9%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $13 Shares 66 Est. Cost $160.00 Unrealized
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.0%
Value ($000) $12 Shares 250 Est. Cost $44.00 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $2568.83 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $12 Shares 835 Est. Cost $6.33 Unrealized +33.0%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $12 Shares 130 Est. Cost $64.16 Unrealized +18.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $104.38 Unrealized +1.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $11 Shares 202 Est. Cost $39.66 Unrealized +21.2%
AFG American Financial Group 0.0%
Value ($000) $11 Shares 120 Est. Cost $39.09 Unrealized +15.5%
FE First Energy Corp 0.0%
Value ($000) $11 Shares 353 Est. Cost $21.37 Unrealized 0.0%
ENR Energizer Holdings Inc 0.0%
Value ($000) $11 Shares 205 Est. Cost $32.41 Unrealized +20.8%
ROST Ross Stores Inc 0.0%
Value ($000) $11 Shares 164 Est. Cost $44.88 Unrealized +36.3%
MET Metlife Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $33.72 Unrealized +4.8%
IYW iShares DJ US Technology Sector ETF 0.0%
Value ($000) $11 Shares 84 Est. Cost $80629.23 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $10 Shares 115 Est. Cost $48.04 Unrealized +24.7%
Unilever PLC ADR 0.0%
Value ($000) $10 Shares 212 Est. Cost $42.26 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $9 Shares 196 Est. Cost $65.56 Unrealized
EIX Edison International 0.0%
Value ($000) $9 Shares 110 Est. Cost $43.12 Unrealized +21.4%
TD Toronto Dominion Bank 0.0%
Value ($000) $9 Shares 172 Est. Cost $51.10 Unrealized 0.0%
Century Link, Inc. 0.0%
Value ($000) $9 Shares 375 Est. Cost $31.70 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +38.1%
DVN Devon Energy Corp 0.0%
Value ($000) $8 Shares 195 Est. Cost $44.24 Unrealized -29.8%
CMI Cummins Inc 0.0%
Value ($000) $8 Shares 55 Est. Cost $82.31 Unrealized +42.4%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $109.65 Unrealized
O Realty Income Corp 0.0%
Value ($000) $7 Shares 125 Est. Cost $27.77 Unrealized +36.6%
XLF SPDR Financial Sector ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $16175.48 Unrealized
PH Parker Hannifin 0.0%
Value ($000) $7 Shares 45 Est. Cost $85.95 Unrealized +54.3%
Jacobs Engineering Group 0.0%
Value ($000) $7 Shares 125 Est. Cost $40.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $7 Shares 178 Est. Cost $69.43 Unrealized -41.2%
Noble Energy Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $50.00 Unrealized
MOS Mosaic Co New 0.0%
Value ($000) $7 Shares 250 Est. Cost $36.67 Unrealized -27.5%
HRB H&R Block Inc 0.0%
Value ($000) $7 Shares 310 Est. Cost $16.08 Unrealized -1.3%
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $6 Shares 180 Est. Cost $38.89 Unrealized
Nashville Area ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Apartment Invt & Mgmt Co - A REIT 0.0%
Value ($000) $6 Shares 138 Est. Cost $36.23 Unrealized
Reynolds American Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.44 Unrealized
ROBO ROBO Global ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Potbelly Corp Common 0.0%
Value ($000) $6 Shares 400 Est. Cost $12.50 Unrealized
Shire Plc Sponsored ADR 0.0%
Value ($000) $5 Shares 30 Est. Cost $188.89 Unrealized
FHI Federated Invs Inc Pa Class B 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.82 Unrealized -8.3%
DEO Diageo Plc ADR 0.0%
Value ($000) $5 Shares 39 Est. Cost $123.46 Unrealized
Celgene Corp 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.33 Unrealized 0.0%
ITT ITT Inc. 0.0%
Value ($000) $5 Shares 132 Est. Cost $35.86 Unrealized +14.7%
BEN Franklin Resources Inc 0.0%
Value ($000) $5 Shares 110 Est. Cost $21.84 Unrealized +19.7%
CB Chubb Limited 0.0%
Value ($000) $5 Shares 37 Est. Cost $96.06 Unrealized +19.6%
American Outdoor Brands Corp 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $4 Shares 142 Est. Cost $35.21 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $4 Shares 20 Est. Cost $144.69 Unrealized +5.5%
ELV Anthem Inc. 0.0%
Value ($000) $4 Shares 23 Est. Cost $118.58 Unrealized +19.3%
IYM iShares DJ US Basic Materials Sector ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $81.89 Unrealized
Spirit Airlines 0.0%
Value ($000) $3 Shares 50 Est. Cost $80.00 Unrealized
Templeton Global Income CEF 0.0%
Value ($000) $3 Shares 500 Est. Cost $8.00 Unrealized
Cumulus Media Inc 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $3 Shares 34 Est. Cost $34.87 Unrealized +104.4%
ECL Ecolab Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $95.34 Unrealized +16.5%
Quidel Corp 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.00 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
Donnelley R & Sons Common New 0.0%
Value ($000) $2 Shares 178 Est. Cost $16.85 Unrealized
RIO Rio Tinto PLC Spon-ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
Lsc Communications Inc Common 0.0%
Value ($000) $2 Shares 66 Est. Cost $30.30 Unrealized
Zweig Fund Inc 0.0%
Value ($000) $2 Shares 201 Est. Cost $9.95 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized +29.0%
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -24.3%
Nordic American Offshore Ltd. Shs 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
FTV Fortive Corp Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $30.87 Unrealized +12.0%
California Res Corp Common New 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized 0.0%
DFIN Donnelley Finl Solutions Inc Common 0.0%
Value ($000) $1 Shares 66 Est. Cost $21.18 Unrealized +6.4%
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized 0.0%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized