Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 11, 2016

Total Value ($000): $180,748 (100.0% shares, 0.0% debt)

Holdings (274)

VTI VANGUARD INDEX FDS TOTAL STK MKT 13.9%
Value ($000) $25,119 Shares 234,406 Est. Cost $106.96 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 11.0%
Value ($000) $19,864 Shares 463,576 Est. Cost $47.25 Unrealized
SPY SPDR S&P 500 ETF TRTR UNIT 8.0%
Value ($000) $14,541 Shares 69,416 Est. Cost $201.71 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 5.1%
Value ($000) $9,244 Shares 261,426 Est. Cost $38.04 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 4.3%
Value ($000) $7,857 Shares 109,956 Est. Cost $68.28 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 4.1%
Value ($000) $7,397 Shares 170,545 Est. Cost $41.44 Unrealized
IGE ISHARES TR NA NAT RES 3.9%
Value ($000) $7,111 Shares 214,060 Est. Cost $33.40 Unrealized
DBEF DBX ETF TRXTRAK MSCI EAFE 3.7%
Value ($000) $6,746 Shares 269,945 Est. Cost $28.17 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 3.6%
Value ($000) $6,528 Shares 129,778 Est. Cost $49.29 Unrealized
SDY SPDR SERIES TRUSTS&P DIVID ETF 3.3%
Value ($000) $6,043 Shares 72,007 Est. Cost $78.22 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.3%
Value ($000) $5,948 Shares 59,262 Est. Cost $98.91 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 3.1%
Value ($000) $5,530 Shares 44,593 Est. Cost $123.70 Unrealized
TORTOISE ENERGY INFRSTRCTR C 3.0%
Value ($000) $5,507 Shares 178,905 Est. Cost $39.88 Unrealized
OEF ISHARES TR S&P 100 ETF 2.8%
Value ($000) $5,141 Shares 55,338 Est. Cost $90.25 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 2.6%
Value ($000) $4,618 Shares 52,079 Est. Cost $84.10 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1.8%
Value ($000) $3,304 Shares 93,793 Est. Cost $36.90 Unrealized
BIZD VANECK VECTORS ETF TR BUSI DEVCO ETF 1.8%
Value ($000) $3,301 Shares 198,116 Est. Cost $16.66 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.7%
Value ($000) $3,023 Shares 77,605 Est. Cost $41.08 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.4%
Value ($000) $2,609 Shares 46,742 Est. Cost $64.09 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.2%
Value ($000) $2,228 Shares 282,798 Est. Cost $7.42 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.0%
Value ($000) $1,804 Shares 112,230 Est. Cost $17.13 Unrealized
STWD STARWOOD PPTY TR INC 1.0%
Value ($000) $1,780 Shares 85,901 Est. Cost $24.10 Unrealized
BXMT BLACKSTONE MTG TR INC 0.9%
Value ($000) $1,667 Shares 60,261 Est. Cost $28.33 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.8%
Value ($000) $1,412 Shares 25,608 Est. Cost $48.73 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.8%
Value ($000) $1,405 Shares 19,591 Est. Cost $72.49 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.6%
Value ($000) $1,124 Shares 32,706 Est. Cost $37.70 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.6%
Value ($000) $1,043 Shares 8,920 Est. Cost $115.81 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.6%
Value ($000) $1,017 Shares 10,945 Est. Cost $92.55 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.5%
Value ($000) $968 Shares 17,709 Est. Cost $63.99 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.5%
Value ($000) $887 Shares 13,000 Est. Cost $72.16 Unrealized
STT STATE STR CORP 0.5%
Value ($000) $881 Shares 16,343 Est. Cost $46.50 Unrealized -3.0%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.5%
Value ($000) $837 Shares 18,817 Est. Cost $44.48 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.4%
Value ($000) $685 Shares 25,270 Est. Cost $29.44 Unrealized
EATON VANCE MUN BD FD 0.3%
Value ($000) $459 Shares 32,385 Est. Cost $12.24 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $453 Shares 2,150 Est. Cost $207.76 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $441 Shares 1,823 Est. Cost $387.69 Unrealized -32.0%
BLACKROCK MUNICIPL INC QLTY 0.2%
Value ($000) $413 Shares 25,416 Est. Cost $13.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $393 Shares 3,647 Est. Cost $68.44 Unrealized +6.8%
IUSG ISHARES TR CORE US GRW ETF 0.2%
Value ($000) $372 Shares 4,556 Est. Cost $81.30 Unrealized
TIP ISHARES TR TIPS BD ETF 0.2%
Value ($000) $339 Shares 2,906 Est. Cost $113.56 Unrealized
COLONY STARWOOD HOMES 0.2%
Value ($000) $332 Shares 10,916 Est. Cost $24.76 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $330 Shares 15,504 Est. Cost $20.49 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $317 Shares 4,594 Est. Cost $26.19 Unrealized +26.8%
POWERSHARES QQQ TRUST UNIT SER 1 0.2%
Value ($000) $312 Shares 2,903 Est. Cost $105.62 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $304 Shares 2,945 Est. Cost $103.23 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $292 Shares 10,174 Est. Cost $20.01 Unrealized +4.2%
NUVEEN AMT-FREE MUN INCOME F 0.2%
Value ($000) $290 Shares 19,344 Est. Cost $12.72 Unrealized
IUSV ISHARES TR CORE US VAL ETF 0.2%
Value ($000) $274 Shares 2,038 Est. Cost $134.94 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $217 Shares 1,790 Est. Cost $81.39 Unrealized +7.0%
AAPL APPLE INC 0.1%
Value ($000) $172 Shares 1,803 Est. Cost $23.96 Unrealized -5.6%
VOYA GLBL EQTY DIV & PREM OP 0.1%
Value ($000) $172 Shares 24,858 Est. Cost $7.66 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $164 Shares 1,403 Est. Cost $114.04 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $163 Shares 1,602 Est. Cost $47.26 Unrealized +29.9%
BALDWIN & LYONS INC 0.1%
Value ($000) $163 Shares 6,608 Est. Cost $23.00 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $162 Shares 170 Est. Cost $931.24 Unrealized 0.0%
ENSTAR GROUP LIMITED 0.1%
Value ($000) $162 Shares 1,000 Est. Cost $162.00 Unrealized
SCHZ SCHWAB STRATEGIC TRUS AGGREGATE B 0.1%
Value ($000) $155 Shares 2,880 Est. Cost $53.82 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value ($000) $147 Shares 3,840 Est. Cost $43.49 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.1%
Value ($000) $139 Shares 5,788 Est. Cost $23.84 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $138 Shares 2,108 Est. Cost $70.21 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $132 Shares 1,000 Est. Cost $132.00 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $130 Shares 2,535 Est. Cost $41.87 Unrealized +9.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $123 Shares 850 Est. Cost $135.02 Unrealized +5.9%
VOYA EMERGING MKTS HIGH DIVI 0.1%
Value ($000) $122 Shares 16,627 Est. Cost $9.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $119 Shares 1,273 Est. Cost $55.24 Unrealized +4.7%
PFE PFIZER INC 0.1%
Value ($000) $118 Shares 3,340 Est. Cost $19.95 Unrealized +5.5%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $117 Shares 900 Est. Cost $130.00 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $113 Shares 800 Est. Cost $135.27 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $113 Shares 1,384 Est. Cost $64.40 Unrealized -2.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $112 Shares 1,339 Est. Cost $63.85 Unrealized -1.7%
LOW LOWES COS INC 0.1%
Value ($000) $110 Shares 1,387 Est. Cost $64.24 Unrealized +0.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $108 Shares 154 Est. Cost $36.47 Unrealized -0.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $108 Shares 1,370 Est. Cost $58.24 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $104 Shares 1,802 Est. Cost $39.35 Unrealized +0.3%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $104 Shares 921 Est. Cost $111.91 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $103 Shares 3,146 Est. Cost $25.87 Unrealized -2.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $102 Shares 674 Est. Cost $94.04 Unrealized +1.2%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $100 Shares 2,304 Est. Cost $44.86 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $95 Shares 2,326 Est. Cost $35.52 Unrealized -2.6%
IJT ISHARES TR SP SMCP600GR ETF 0.1%
Value ($000) $91 Shares 710 Est. Cost $130.51 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $89 Shares 129 Est. Cost $35.62 Unrealized +0.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $86 Shares 1,964 Est. Cost $36.12 Unrealized -9.2%
LEUCADIA NATL CORP 0.0%
Value ($000) $85 Shares 4,900 Est. Cost $17.35 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $85 Shares 2,100 Est. Cost $29.17 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP ETF 0.0%
Value ($000) $81 Shares 968 Est. Cost $80.24 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $79 Shares 4,000 Est. Cost $21.53 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $79 Shares 691 Est. Cost $39.15 Unrealized -0.4%
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $79 Shares 12,489 Est. Cost $7.24 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $29.80 Unrealized +4.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $77 Shares 1,700 Est. Cost $37.48 Unrealized 0.0%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $73 Shares 489 Est. Cost $151.33 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $71 Shares 1,800 Est. Cost $33.35 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $68 Shares 530 Est. Cost $99.98 Unrealized +5.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $67 Shares 350 Est. Cost $188.57 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $66 Shares 681 Est. Cost $102.79 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $65 Shares 1,800 Est. Cost $23.84 Unrealized 0.0%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $65 Shares 2,009 Est. Cost $35.57 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $64 Shares 1,300 Est. Cost $47.71 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $62 Shares 585 Est. Cost $72.79 Unrealized +5.9%
POWERSHARES ETF TR IIS&P500 LOW VOL 0.0%
Value ($000) $61 Shares 1,430 Est. Cost $37.76 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $61 Shares 400 Est. Cost $116.50 Unrealized +0.2%
GRFS GRIFOLS S A 0.0%
Value ($000) $60 Shares 3,600 Est. Cost $16.67 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 0.0%
Value ($000) $59 Shares 500 Est. Cost $114.73 Unrealized 0.0%
BLACKSTONE GROUP L P 0.0%
Value ($000) $58 Shares 2,375 Est. Cost $25.76 Unrealized
RMD RESMED INC 0.0%
Value ($000) $55 Shares 874 Est. Cost $56.74 Unrealized -6.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $55 Shares 1,024 Est. Cost $40.59 Unrealized -0.8%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $53 Shares 3,478 Est. Cost $14.61 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $52 Shares 450 Est. Cost $116.83 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $51 Shares 1,610 Est. Cost $24.93 Unrealized
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $51 Shares 1,550 Est. Cost $32.90 Unrealized
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $50 Shares 525 Est. Cost $108.57 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $48 Shares 660 Est. Cost $54.58 Unrealized -4.0%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $44 Shares 6,100 Est. Cost $7.21 Unrealized
FIRST TR ENERGY INCOME & GRW 0.0%
Value ($000) $37 Shares 1,463 Est. Cost $25.29 Unrealized
IGM ISHARES TR N AMER TECH ETF 0.0%
Value ($000) $37 Shares 340 Est. Cost $102.94 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $37 Shares 1,462 Est. Cost $25.76 Unrealized
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.0%
Value ($000) $35 Shares 611 Est. Cost $62.19 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $31 Shares 3,495 Est. Cost $9.51 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $31 Shares 763 Est. Cost $44.37 Unrealized -10.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $31 Shares 427 Est. Cost $19.96 Unrealized -2.2%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $30 Shares 155 Est. Cost $143.66 Unrealized 0.0%
LANNET INC 0.0%
Value ($000) $30 Shares 1,255 Est. Cost $23.90 Unrealized
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $15.00 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $14.75 Unrealized +35.8%
BP BP PLC 0.0%
Value ($000) $29 Shares 809 Est. Cost $37.41 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $29.00 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $29 Shares 358 Est. Cost $69.83 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $28 Shares 1,870 Est. Cost $13.37 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $28 Shares 150 Est. Cost $162.65 Unrealized 0.0%
POWERSHARES ETF TRUST WATER RESOURCE 0.0%
Value ($000) $28 Shares 1,170 Est. Cost $25.00 Unrealized
IVOO VANGUARD ADMIRAL FDS INCMIDCP 400 IDX 0.0%
Value ($000) $28 Shares 280 Est. Cost $103.57 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $27 Shares 254 Est. Cost $60.18 Unrealized +10.9%
VIOO VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX 0.0%
Value ($000) $26 Shares 250 Est. Cost $108.00 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $26 Shares 2,446 Est. Cost $9.82 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $26 Shares 400 Est. Cost $24.21 Unrealized +2.1%
META FACEBOOK INC 0.0%
Value ($000) $26 Shares 230 Est. Cost $103.18 Unrealized +10.9%
NEUSTAR INC 0.0%
Value ($000) $26 Shares 1,105 Est. Cost $23.53 Unrealized
GLD SPDR GOLD TRUSTGOLD SHS 0.0%
Value ($000) $25 Shares 194 Est. Cost $128.23 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $25 Shares 205 Est. Cost $104.25 Unrealized +0.3%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $25 Shares 323 Est. Cost $74.30 Unrealized
ACTUANT CORP 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $22.73 Unrealized
SNY SANOFI 0.0%
Value ($000) $24 Shares 575 Est. Cost $40.00 Unrealized
PRUDENTIAL SHT DURATION HG Y 0.0%
Value ($000) $24 Shares 1,550 Est. Cost $15.34 Unrealized
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $24 Shares 1,554 Est. Cost $16.09 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $24 Shares 545 Est. Cost $41.64 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $23 Shares 228 Est. Cost $96.88 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $23 Shares 1,745 Est. Cost $14.57 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $23 Shares 2,168 Est. Cost $11.43 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $23 Shares 2,310 Est. Cost $12.12 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $23 Shares 215 Est. Cost $106.98 Unrealized
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $22 Shares 1,820 Est. Cost $13.74 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 214 Est. Cost $96.71 Unrealized -4.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $21 Shares 425 Est. Cost $49.41 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $91.56 Unrealized 0.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $20 Shares 200 Est. Cost $39.01 Unrealized +2.7%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $18 Shares 586 Est. Cost $32.16 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $38.14 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $18 Shares 600 Est. Cost $9.28 Unrealized 0.0%
ROCKWELL COLLINS INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $17 Shares 304 Est. Cost $62.50 Unrealized
V VISA INC 0.0%
Value ($000) $17 Shares 227 Est. Cost $65.86 Unrealized +11.2%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $106.25 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $17 Shares 1,200 Est. Cost $12.31 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $16 Shares 70 Est. Cost $228.57 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $16 Shares 520 Est. Cost $50.96 Unrealized
COLONY CAP INC 0.0%
Value ($000) $16 Shares 1,065 Est. Cost $25.70 Unrealized
TBPH THERAVANCE BIOPHARMA INC 0.0%
Value ($000) $16 Shares 714 Est. Cost $21.59 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $16 Shares 397 Est. Cost $40.26 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $16 Shares 22 Est. Cost $28.68 Unrealized +17.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $15 Shares 270 Est. Cost $52.28 Unrealized +2.5%
ABBV ABBVIE INC 0.0%
Value ($000) $15 Shares 243 Est. Cost $42.33 Unrealized -3.2%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $15 Shares 180 Est. Cost $61.20 Unrealized +3.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $14 Shares 190 Est. Cost $44.71 Unrealized +13.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 260 Est. Cost $43.40 Unrealized -4.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $40.34 Unrealized +15.6%
POWERSHARES ETF TR II SOVEREIGN DEBT 0.0%
Value ($000) $14 Shares 465 Est. Cost $30.11 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $13 Shares 250 Est. Cost $37.08 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 302 Est. Cost $35.77 Unrealized -7.5%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $13 Shares 125 Est. Cost $112.00 Unrealized
SAIC SCIENCE APPLICATNS INTL CP N 0.0%
Value ($000) $12 Shares 214 Est. Cost $54.36 Unrealized 0.0%
REYNOLDS AMERICAN INC 0.0%
Value ($000) $12 Shares 224 Est. Cost $56.93 Unrealized
NKE NIKE INC 0.0%
Value ($000) $12 Shares 221 Est. Cost $52.94 Unrealized -5.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $11 Shares 240 Est. Cost $49.24 Unrealized -6.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.30 Unrealized 0.0%
SPARTON CORP 0.0%
Value ($000) $10 Shares 475 Est. Cost $25.26 Unrealized
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $10 Shares 315 Est. Cost $31.75 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $10 Shares 246 Est. Cost $40.65 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUS ETF 0.0%
Value ($000) $9 Shares 186 Est. Cost $48.39 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $9 Shares 96 Est. Cost $9.82 Unrealized -2.1%
CBS CORP NEW 0.0%
Value ($000) $8 Shares 149 Est. Cost $52.39 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $8 Shares 628 Est. Cost $8.61 Unrealized -7.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $8 Shares 48 Est. Cost $127.74 Unrealized +0.2%
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $8 Shares 650 Est. Cost $14.65 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 100 Est. Cost $43.91 Unrealized +40.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.55 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $8 Shares 28 Est. Cost $250.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 145 Est. Cost $47.41 Unrealized -2.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $8 Shares 285 Est. Cost $20.25 Unrealized -4.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 400 Est. Cost $6.50 Unrealized +19.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 71 Est. Cost $72.40 Unrealized +2.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $50.47 Unrealized -3.0%
USCI UNITED STS COMMODITY INDEX FCOMM IDX FND 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.77 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $11.45 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $6 Shares 114 Est. Cost $36.56 Unrealized +5.2%
AETNA INC NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $115.38 Unrealized
ET ENERGY TRANSFER EQUITY L PCOM UT LTD PTN 0.0%
Value ($000) $6 Shares 400 Est. Cost $42.50 Unrealized
BA BOEING CO 0.0%
Value ($000) $6 Shares 43 Est. Cost $111.87 Unrealized +6.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $19.87 Unrealized +18.2%
PRICELINE GRP INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $1333.33 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $5 Shares 134 Est. Cost $49.28 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE 0.0%
Value ($000) $5 Shares 136 Est. Cost $42.06 Unrealized
HPQ HP INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $9.12 Unrealized -0.7%
TRANSCANADA CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
RITE AID CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 61 Est. Cost $44.28 Unrealized +9.1%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $4 Shares 252 Est. Cost $15.87 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $4 Shares 120 Est. Cost $41.67 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 64 Est. Cost $49.78 Unrealized 0.0%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $4 Shares 58 Est. Cost $56.38 Unrealized -0.5%
HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
MYLAN N V 0.0%
Value ($000) $4 Shares 84 Est. Cost $47.62 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
MET METLIFE INC 0.0%
Value ($000) $4 Shares 92 Est. Cost $26.74 Unrealized +5.3%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $4 Shares 49 Est. Cost $81.63 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $165.09 Unrealized -14.0%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $4 Shares 55 Est. Cost $57.22 Unrealized -14.1%
MA MASTERCARD INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $83.42 Unrealized +8.2%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $3 Shares 35 Est. Cost $50.37 Unrealized +12.6%
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $26.79 Unrealized
CBL & ASSOC PPTYS INC 0.0%
Value ($000) $3 Shares 280 Est. Cost $10.71 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $3 Shares 212 Est. Cost $33.02 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 5,030 Est. Cost $0.60 Unrealized
AES AES CORP 0.0%
Value ($000) $3 Shares 232 Est. Cost $6.91 Unrealized +14.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $126.24 Unrealized +1.3%
TSLA TESLA MTRS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $13.50 Unrealized +12.2%
DNOW NOW INC 0.0%
Value ($000) $3 Shares 165 Est. Cost $23.25 Unrealized -24.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3 Shares 33 Est. Cost $66.28 Unrealized +15.0%
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $74.62 Unrealized -52.9%
SPEU SPDR INDEX SHS FDSSTOXX EUR 50 ETF 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.0%
Value ($000) $2 Shares 70 Est. Cost $42.86 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.85 Unrealized -6.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 51 Est. Cost $22.68 Unrealized -2.5%
TBX PROSHARES TRSHT 7-10 YR TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
ASIA PAC FD INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.47 Unrealized 0.0%
WESTERN REFNG INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
WILHELMINA INTL INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
TRS TRIMAS CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.60 Unrealized -26.5%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
TWITTER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
POWERSHARES ETF TRUST INTL DIV ACHV 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.45 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $21.68 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.83 Unrealized -38.8%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.71 Unrealized -7.8%
DB DEUTSCHE BANK AG 0.0%
Value ($000) $1 Shares 97 Est. Cost $12.95 Unrealized 0.0%
APPROACH RESOURCES INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
MELLANOX TECHS LTD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $12.90 Unrealized -12.1%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +26.1%
SEARS HLDGS CORP*W EXP 12/15/201 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SEVENTY SEVEN ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
SOLARCITY CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
AMERICAN INTL GROUP INC*W EXP 01/19/202 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
TIME INC NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized